Charles Schwab Advisor Services
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Charles Schwab Advisor Services Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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