Charles Schwab Advisor Services

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Charles Schwab Advisor Services Employees

Employee
Years
Job
Industry
Cipriano Gomez Cipriano Gomez Phoenix, Arizona Area Details
Cipriano Gomez's Charles Schwab Advisor Services Experience March 2010 - Present
Job Business Development Officer at Schwab Advisor Services
Industry Financial Services
Experience
Schwab Advisor Services  October 2014 - Present
Charles Schwab Advisor Services   March 2010 - Present
Banc of America Investments  May 2002 - June 2009
Morgan Stanley  February 2001 - November 2001

Skills
Series 7, Series 63, Investment Advisory, Series 65, Financial Advisory, Wealth Management, Mutual Funds

Education
Arizona State University   1994 — 1999
BS

Victor L. Bonilla Victor L. Bonilla Greater Atlanta Area Details
Victor L. Bonilla's Charles Schwab Advisor Services Experience December 2012 - September 2015
Job Consultant for Registered Investment Advisors who want grow and succeed in the marketplace.
Industry Financial Services
Experience
Charles Schwab Advisor Services   December 2012 - September 2015
Charles Schwab Advisor Services   May 2000 - December 2012
Schwab Performance Technologies  February 1999 - May 2000
Schwab Performance Technologies  August 1998 - February 1999

Skills
Series 7, Series 63, Miller Heiman

Education
University of North Carolina at Pembroke   1994 — 1998
Bachelor of Science, Communications

Kevin Magda Kevin Magda Greater Philadelphia Area Details
Kevin Magda's Charles Schwab Advisor Services Experience December 2013 - Present
Job Senior Consultant, Technology & Operations
Industry Financial Services
Experience
Charles Schwab Advisor Services   December 2013 - Present
Aberdeen Asset Management  January 2012 - May 2013
Aberdeen Asset Management  August 2008 - December 2011
Aberdeen Asset Management  July 2006 - August 2008
Aberdeen Asset Management  April 2006 - July 2006
Quest Diagnostics  August 1998 - August 2004

Skills
Technology Consulting, Technology Evaluation, Process Improvement, CRM Optimization, Project Management, Operations Consulting, CRM Integration, Data Management, Business Consulting, Asset Management, Bloomberg, Asset Allocation, Trading, Settlement, Investments, Business Analysis, Reference Data, Platform Architecture, Microsoft Excel, Bloomberg Terminal, Financial Markets, Investment Management, Asset Managment, Data Analysis, Microsoft Office, Charles River IMS, Mutual Funds, Business Intelligence, Fixed Income, Equities, Securities, Trade Compliance, Compliance, Benchmarking, APIs, Data Standards, International..., Alternative Investments, batch file processing, Global Data..., ERISA, Operations Management, Data Warehousing, ETFs, Relationship Building, Business Development, Salesforce, Dashboards, Change Management

Education
Temple University - Fox School of Business and Management   1998 — 2001
BA Business Admin, Economics and Finance

James Hartman James Hartman Phoenix, Arizona Area Details
James Hartman's Charles Schwab Advisor Services Experience January 2008 - Present
Job Business Development Officer, Schwab Advisor Services
Industry Financial Services
Experience
Charles Schwab, Advisor Services  January 2008 - Present
Morgan Stanley Investment Management  October 2001 - May 2004
Vanguard Group of Investment Companies  January 1995 - September 2001

Skills
Investments, Sales, Mutual Funds, Finance, CRM, Strategy, Portfolio Management, Business Development, Management, Leadership, Marketing, Email Marketing, Analysis, Equities, Online Advertising

Education
Drexel University   1998 — 2000
MBA, Financial Management

Indiana University of Pennsylvania   1989 — 1994
B.S., Management, Accounting, Economics

JP Somerville JP Somerville Los Angeles, California Details
JP Somerville's Charles Schwab Advisor Services Experience February 2008 - Present
Job Relationship Manager at Charles Schwab Advisor Services
Industry Financial Services
Experience
Charles Schwab Advisor Services   February 2008 - Present
Union Bank  October 2005 - February 2008
TD Ameritrade  October 2004 - September 2005
Charles Schwab  October 2000 - September 2004

Skills
Portfolio Management, Wealth Management, Mutual Funds, Relationship Management, Series 7, Investments, Banking, Financial Services, Series 63, Equities, Credit, Fixed Income, Securities, Retirement Planning, Investment Advisory

Education
Arizona State University   1995 — 2000
Bachelor's degree, International Business

Tom Intoccia Tom Intoccia Greater Philadelphia Area Details
Tom Intoccia's Charles Schwab Advisor Services Experience January 2013 - Present
Job VP & Sr. Divisional Managing Director at Charles Schwab Advisor Services
Industry Financial Services
Experience
Charles Schwab Advisor Services   January 2013 - Present
Charles Schwab Advisor Services   October 2011 - January 2013
Charles Schwab Advisor Services   January 2008 - October 2011
Schwab Institutional  May 2006 - January 2008
MassMutual Financial Group  2002 - 2006
Delaware Investments  2000 - 2001
CitiGroup  1998 - 2000
Alliance Capital  1993 - 1998

Skills
Series 24, Series 7, Series 63

Education
Regis University
Master of Business Administration (MBA)

Temple University
Bachelor of Business Administration (BBA)

The American College
Chartered Financial Consultant (CHFC)

Methacton High School

Loren Morris Loren Morris Greater New York City Area Details
Loren Morris's Charles Schwab Advisor Services Experience 2008 - 2011
Job Director, Strategic Development at MarketCounsel
Industry Management Consulting
Experience
MarketCounsel  April 2015 - Present
Cantor Fitzgerald  2013 - March 2015
Dynasty Financial Partners  2011 - 2012
Charles Schwab Advisor Services   2008 - 2011
RCM Saratoga Capital   2003 - 2007
Renaissance Capital Partners   2002 - 2003
Merrill Lynch  1999 - 2001
The Chubb Group of Insurance Companies  1991 - 1997

Skills
Alternative Investments, Asset Management, Business Strategy, Equities, Finance, Financial Advisory, Financial Services, Hedge Funds, Investment Banking, Management, Mergers, Mutual Funds, Portfolio Management, Risk Management, Securities, Series 7, Start-ups, Strategic Planning, Strategy, Venture Capital, Wealth, Wealth Management, Wealth Management..., Investments

Education
The Tuck School of Business at Dartmouth   1997 — 1999
MBA, Finance

Yale University   1987 — 1991
BA, Political Science

Liz Manibay Liz Manibay Greater New York City Area Details
Liz Manibay's Charles Schwab Advisor Services Experience January 2011 - December 2014
Job VP, Senior Relationship Manager, Fidelity Institutional Wealth Services
Industry Financial Services
Experience
Fidelity Institutional Wealth Services  December 2014 - Present
Charles Schwab Advisor Services   January 2011 - December 2014
JCPR  September 2008 - January 2011
ClientWise   May 2006 - January 2008
Manibay & Morra   May 2004 - April 2006
UBS Financial Services  May 2000 - May 2004

Education
College of Mount Saint Vincent   1991 — 1995
B.A., Psychology

City University of New York-Baruch College
Master of Arts (M.A.), Industrial/Organizational Psychology

Kara Beam Kara Beam Greater St. Louis Area Details
Kara Beam's Charles Schwab Advisor Services Experience July 2006 - February 2010
Job AVP Advisor Solutions at Scottrade® Advisor Services
Industry Management Consulting
Experience
Scottrade® Advisor Services  August 2015 - Present
Morningstar  February 2011 - July 2015
Independent Advisors, LLC   February 2010 - February 2011
Charles Schwab Advisor Services   July 2006 - February 2010
TIAA-CREF  April 2005 - March 2006
Walnut Street Securities  1999 - 2005
Boatmen's Trust Company  1996 - 1997

Skills
Wealth Management, Mutual Funds, Investment Advisory, Business Planning, Asset Allocation, Investments, Asset Management, Investment Management, Strategic Financial..., Portfolio Management, Series 63, Investment Strategies, Financial Services, Business Development, Series 7, ETFs, Financial Advisory, 401k, Retirement Planning

Education
University of Missouri-Saint Louis   1988 — 1992
BS, Business and Accounting

Steven Kulesza CFP® Steven Kulesza CFP® Phoenix, Arizona Area Details
Steven Kulesza CFP®'s Charles Schwab Advisor Services Experience September 2015 - Present
Job Regional Business Development Officer at Charles Schwab Advisor Services
Industry Financial Services
Experience
Charles Schwab Advisor Services   September 2015 - Present
Madison Investment Advisors  July 2013 - September 2015
Charles Schwab  October 2010 - July 2013
Charles Schwab  February 2008 - October 2010
American Express/Ameriprise Financial   2003 - 2008

Skills
Marketing, Retirement, Sales, Wealth Management, Series 7, Investments, New Business Development, Customer Service, Retirement Planning, Asset Allocation, Strategic Financial..., Mutual Funds, Financial Advisory, Estate Planning, 401k, Portfolio Management

Education
College for Financial Planning   2012 — 2015
CERTIFIED FINANCIAL PLANNER™

The University of Akron   1998 — 2002
Bachelor's degree

Kent State University

Stephanie Lemma Stephanie Lemma Cincinnati Area Details
Stephanie Lemma's Charles Schwab Advisor Services Experience December 2010 - Present
Job Business Development Officer at Charles Schwab Advisor Services
Industry Financial Services
Experience
Charles Schwab Advisor Services   December 2010 - Present
FTJ FundChoice  October 2004 - December 2010
Western & Southern Financial Group  January 2002 - October 2004

Skills
Mutual Funds, Financial Advisory, Investments, Financial Services, Asset Allocation, Series 63, Wealth Management, Securities, Custody services,..., Retirement Planning, Alternative Investments, Management

Education
University of Cincinnati   1997 — 2001
BAS, Economics and Finance

McNicholas High School   1993 — 1997

Cardinal Pacelli   1989 — 1993

Anthony Camacho Anthony Camacho Orlando, Florida Details
Anthony Camacho's Charles Schwab Advisor Services Experience June 2014 - Present
Job Team Lead at Charles Schwab Advisor Services
Industry Financial Services
Experience
Charles Schwab - Advisor Services  June 2014 - Present
Charles Schwab - Advisor Services  July 2011 - June 2014
Charles Schwab - Retirement, Trusts & Estates   November 2006 - June 2011

Skills
Leadership, Investments, Finance, Banking, Analysis, Financial Analysis, Customer Service, Management, Data Analysis, Risk Management, Strategic Planning

Education
Indiana University - Kelley School of Business   2001 — 2006
Bachelor of Science, Business Finance

Kathleen Asack Kathleen Asack Greater Boston Area Details
Kathleen Asack's Charles Schwab Advisor Services Experience October 2008 - January 2011
Job Principal at AmplifyRIA, LLC
Industry Financial Services
Experience
AmplifyRIA, LLC   June 2013 - Present
Advizent   July 2012 - February 2013
Trust Company of America  December 2010 - July 2012
Charles Schwab Advisor Services   October 2008 - January 2011
Fidelity Investments  February 2005 - October 2008
Charles Schwab & Company, Inc.   1997 - 2004

Skills
Consultative Sales..., RIA, Wealth Management, Financial Services, Recruiting, Business Formation, P&L Modeling, Growth Strategies, Marketing Strategy, Social Media Evangelist, Program Management, Offer Development, Networking, Mutual Funds, Investment Advisory, Business Development, Strategy, Relationship Management, Financial Advisory, Sales, Investments, Retirement Planning, Separately Managed..., Securities, Management, Finance, Series 7, ETFs

Education
University of Massachusetts, Amherst
Bachelor of Arts (B.A.)

Watertown High School

Rebeca Perren Rebeca Perren San Marcos, California Details
Rebeca Perren's Charles Schwab Advisor Services Experience May 2008 - August 2009
Job Assistant Professor of Marketing
Industry Higher Education
Experience
California State University San Marcos  August 2015 - Present
University of Central Florida  May 2010 - June 2015
Scholastic Book Fairs  February 2010 - April 2010
Charles Schwab Advisor Services   May 2008 - August 2009
Performance Designs, Inc   2004 - 2007
Skydive South Beach, LLC   November 2003 - April 2004
Morton Plant Health Care Services   August 2003 - November 2003
Skydive City   October 2002 - July 2003
USF Academic Success Center   August 2000 - May 2001

Skills
Bilingual-Spanish, Multivariate Statistics, Classroom Instruction, Qualitative Research, Presenter, Marketing Research, CRM, Classroom, Community Outreach, Marketing, Research, Spanish, Strategy, Training, Data Analysis, Direct Marketing, Higher Education, Management, Marketing Strategy, Public Speaking, SPSS, Sales, Social Media, Strategic Planning

Education
University of Central Florida - College of Business Administration   2010 — 2015
Doctor of Philosophy (Ph.D.), Marketing

Stetson University   2006 — 2008
MBA, Business, Graduated with the highest honors

University of South Florida - College of Business Administration   2000 — 2002
BA, Marketing, Graduated Summa Cum Laude

Joe Viazzo Joe Viazzo New York, New York Details
Joe Viazzo's Charles Schwab Advisor Services Experience 2013 - June 2015
Job ACT Middle Office Trader/Analyst
Industry Investment Banking
Experience
Charles Schwab Advisor Services   2013 - June 2015
Charles Schwab  October 2012 - November 2013

Skills
Investments, Series 7, Trading, Strategic Planning, Series 63, Equity Trading, Mutual Funds, Market Research, Microsoft Excel, Bloomberg Terminal, Options Strategies, Series 9/10, Equities

Education
Siena College   2007 — 2010
B.S., Finance

Jared Chase, CFP® AAMS® Jared Chase, CFP® AAMS® Greater Los Angeles Area Details
Jared Chase, CFP® AAMS®'s Charles Schwab Advisor Services Experience January 2013 - Present
Job Relationship Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab Advisor Services   January 2013 - Present
Charles Schwab  January 2011 - December 2012
Charles Schwab  September 2008 - January 2011
Charles Schwab  June 2007 - September 2008
Golden Eagle Distributors, Inc  September 2004 - April 2006

Education
College for Financial Planning   2012 — 2015
Master of Science in Finance

University of Arizona   2001 — 2005
International Studies

La Universidad de Belgrano   2006 — 2006
Spanish Language and Literature

Estudio Sampere International   2003 — 2004
Spanish Language and Literature

Richard Kropp Richard Kropp San Francisco, California Details
Richard Kropp's Charles Schwab Advisor Services Experience July 2012 - Present
Job Managing Director at Charles Schwab
Industry Financial Services
Experience
Charles Schwab, Advisor Services  July 2012 - Present
UBS Wealth Management  April 2008 - June 2012
UBS Wealth Management Zurich, Switzerland   May 2007 - March 2008
UBS Wealth Management  October 2004 - April 2007
UBS Global Asset Management  June 2001 - October 2004
E*TRADE Financial  July 2000 - April 2001

Skills
Vendor Management, Product Management, Wealth Management, Portfolio Management, Project Management, Business Analysis, Mutual Funds, Business Case, Asset Allocation, Asset Managment

Education
Syracuse University   1986 — 1990
BS, Finance

Peter Carleton Peter Carleton Greater New York City Area Details
Peter Carleton's Charles Schwab Advisor Services Experience June 2004 - Present
Job Relationship Manager at Charles Schwab Advisor Services
Industry Financial Services
Experience
Charles Schwab Advisor Services   June 2004 - Present
Allstate Financial  October 2000 - September 2002
Evergreen Investments  June 1997 - September 2000
Evergreen Investment Services   June 1993 - June 1997
Nordostschweizerische Kraftwerke, Baden Switwerland   June 1992 - August 1992
Cowen & Company, Dean Witter Reynolds, Paine Webber   July 1985 - June 1990

Education
Babson College - Franklin W. Olin Graduate School of Business   1991 — 1993
MBA, Finance

Rollins College   1980 — 1984
B.A., Business Administration

University of Sydney   1981 — 1981
Semester Abroad, Liberal Arts

Ed Pollis Ed Pollis Greater Boston Area Details
Ed Pollis's Charles Schwab Advisor Services Experience March 2011 - May 2014
Job Head of Practice Management at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors  May 2014 - Present
Charles Schwab Advisor Services   March 2011 - May 2014
Charles Schwab Institutional  2006 - 2011
Charles Schwab Retirement Plan Services   2004 - 2006

Skills
Investments, Wealth Management, Series 7, Mutual Funds, Asset Management, Portfolio Management, Financial Services, Alternative Investments, Series 63, Investment Advisory, Financial Advisory

Education
D'Amore-McKim School of Business at Northeastern University   1997 — 1998
MBA, Finance

Babson College   1986 — 1990
BS, Finance

Corinne Courtney Shtayer Corinne Courtney Shtayer Phoenix, Arizona Area Details
Corinne Courtney Shtayer's Charles Schwab Advisor Services Experience October 2008 - Present
Job Sr. Trading Specialist Equity & Options
Industry Investment Banking
Experience
Charles Schwab Advisor Services   October 2008 - Present
UBS Investment Bank  March 2005 - May 2008
UBS Investment Bank  July 2002 - March 2005
UBS Investment Bank  September 2001 - February 2002
Starbucks Coffee Company  August 1999 - August 2000
PCS Health Systems  September 1997 - July 1999

Skills
Series 7, Series 63, Series 9/10, Series 55, Equity Trading, Trading, Settlement, Options, Finance, Bloomberg, ETFs, CRM

Education
Fordham University   2000 — 2002
BS, Business Administration, Finance

Phoenix College   1998 — 2000
AA, General Studies

Horizon High School   1994 — 1998
Diploma

Jeremy Sanchez, AAMS® Jeremy Sanchez, AAMS® Greater Denver Area Details
Jeremy Sanchez, AAMS®'s Charles Schwab Advisor Services Experience August 2007 - March 2015
Job Client Services Manager at Scotttrade Advisor Services
Industry Financial Services
Experience
Scottrade® Advisor Services  April 2015 - Present
Charles Schwab - Advisor Services  August 2007 - March 2015
Charles Schwab  2003 - August 2007
Rocky Mountain Securities & Investments   March 2000 - February 2003
Merrill Lynch  January 1997 - February 2000

Skills
Series 7, Trading, Options, Series 63, Equities, Securities, Mutual Funds, FINRA, Investments, Bloomberg, Retirement, Series 55, Series 9/10, Financial Services

Education
Regis University   1997 — 1999
MBA, Finance Accounting

Regis University   1992 — 1996
B.S., Mathematics & Business Administration

Paul Ewing Paul Ewing Greater Minneapolis-St. Paul Area Details
Paul Ewing's Charles Schwab Advisor Services Experience August 2007 - Present
Job Senior Technology Consultant at Schwab Institutional
Industry Financial Services
Experience
Charles Schwab Advisor Services   August 2007 - Present
LarsonAllen Financial   March 2004 - August 2007
RBC Capital Markets  2000 - 2004
RBC Dain Rauscher  1996 - 2000

Education
St. Cloud State University   1994 — 1996
BS, Management

University of Minnesota Duluth   1990 — 1993

Sam Corrigan Sam Corrigan Washington D.C. Metro Area Details
Sam Corrigan's Charles Schwab Advisor Services Experience March 2013 - Present
Job Senior Business Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab Advisor Services   March 2013 - Present
Boston Portfolio Advisors, Inc.   March 2012 - March 2013
TERI  June 2008 - March 2012
The First Marblehead Corporation  2005 - 2008
State Street  September 2000 - November 2004

Skills
Project Management, Operations Improvement, Business Analysis, Analytics, Business Intelligence, Risk Management, Management, Financial Services, Marketing, Strategic Planning, Portfolio Management, Financial Analysis, Investments, Credit, Financial Modeling

Education
Harvard University   2008 — 2010
MA, Management

Boston University   2011 — 2011
Commercial Real Estate Management

George Mason University   1995 — 1999
BS, Marketing

South Kent School   1993 — 1995

St. Lukes School   1988 — 1993

Teresa Coleman Teresa Coleman San Francisco Bay Area Details
Teresa Coleman's Charles Schwab Advisor Services Experience April 2007 - December 2014
Job Principal at Creekside Partners
Industry Financial Services
Experience
Creekside Partners, Wiiken & Gorman   December 2014 - Present
Charles Schwab Advisor Services   April 2007 - December 2014
Fidelity Investments  May 2005 - January 2007
Fidelity Investments  July 2004 - May 2005
Bay Financial Associates LLC   September 2003 - June 2004
Fidelity Investments  July 2001 - February 2003
Mellon Bank  July 1999 - July 2001
State Street  February 1998 - July 1999
State Street  April 1996 - February 1998

Skills
Certified Financial..., Series 7, Series 66, Wealth Management, Financial Planning, Portfolio Management, Asset Management, Investments, Mutual Funds, Asset Allocation, Investment Advisory

Education
University of California, Berkeley   1987 — 1989
Bachelor of Arts (BA), English Language and Literature/Letters

Carrie White Carrie White Greater Minneapolis-St. Paul Area Details
Carrie White's Charles Schwab Advisor Services Experience September 2004 - Present
Job Relationship Manager
Industry Financial Services
Experience
Charles Schwab Advisor Services   September 2004 - Present
Charles Schwab  May 1999 - September 2004
Olde Discount  June 1997 - May 1999

Education
University of Minnesota Duluth   1993 — 1997
Bachelor of Business Administration, Finance

Jerry Kelly Jerry Kelly Memphis, Tennessee Details
Jerry Kelly's Charles Schwab Advisor Services Experience May 2005 - August 2013
Job PhD Student
Industry Higher Education
Experience
Fogelman College of Business, University of Memphis  July 2015 - Present
RIA Consulting Resources   August 2013 - July 2015
SUNY Plattsburgh  August 2013 - May 2015
Charles Schwab Advisor Services   May 2005 - August 2013

Skills
Salesforce.com, Portfolio Management, Disaster Recovery, Strategy, CRM, Project Management, Vendor Management, Business Analysis, Financial Services, SaaS, Relationship Management, Process Improvement, Series 63, Business Development, Wealth Management, Investments, Management

Education
The University of Memphis   2015 — 2019
Doctor of Philosophy (PhD), Business Administration - Marketing Concentration, PhD Student

Binghamton University - School of Management   1994 — 1999
MBA, Business Administration and Management, General

State University of New York College at Plattsburgh
Bachelor of Science (B.S.), Business - Marketing

Boylan High School

Gerry Groninger Gerry Groninger Greater Denver Area Details
Gerry Groninger's Charles Schwab Advisor Services Experience March 2008 - Present
Job Sr. Managing Director at Schwab Advisor Services
Industry Financial Services
Experience
Charles Schwab Advisor Services   March 2008 - Present
Charles Schwab  2002 - 2008
smith barney  1994 - 1997
Cincinnati Reds  1986 - 1991

Skills
Series 24, Series 63, Series 7, Financial Services

Education
University of Northern Colorado   1977 — 1982
BA, Social Sciences

Carri (Reid) Corbett Carri (Reid) Corbett Greater Denver Area Details
Carri (Reid) Corbett's Charles Schwab Advisor Services Experience August 2014 - Present
Job Regional Support Specialist at Charles Schwab Advisor Services
Industry Financial Services
Experience
Charles Schwab Advisor Services   August 2014 - Present
NASDAQ OMX (Formerly Thomson Reuters Corporate Services)   February 2013 - September 2013
Lipper, A Thomson Reuters Company  August 2007 - February 2013
Monarch Capital Management, LLC   May 2000 - August 2007

Skills
Mutual Funds, Financial Services, Salesforce.com, Relationship Management, Business Development, Financial Markets, Account Management, Project Management, Equities, Leadership, Market Data, Product Development, Wealth Management, Process Improvement, Sales&Marketing, Territory Sales, Developing New Business..., Strategic Sales Plans, Multimedia..., New Product Launch, Market Penetration, Corporate Branding, Series 7, Series 63

Education
Colorado State University   1994 — 1997
Bachelor of Fine Arts (BFA)

Trisha McGivern Trisha McGivern Phoenix, Arizona Area Details
Trisha McGivern's Charles Schwab Advisor Services Experience November 1999 - March 2011
Job New Business Relationship Manager AssetMark Trust
Industry Financial Services
Experience
AssetMark Trust   May 2011 - Present
Charles Schwab Advisor Services   November 1999 - March 2011
Charles Schwab Institutional  October 1995 - November 1999
Merril Lynch  March 1990 - October 1995
Merrill lynch  March 1986 - October 1989

Skills
Financial Services, Business Development, Investments, Management, Relationship Management, Sales, Sales Operations

Education
St. Catherine University   2005 — 2012
pending, Communications/Writing Intensive

St Marys Jr College   1978 — 1980
AA, Special Education