Charles Schwab and Co
Industry: Company
DescriptionHeadquarters: San Francisco, CA Customer service: 1 (866) 855-9102 Founded: 1971 Parent organization: Schwab Holdings, Inc. Subsidiaries: Schwab Institutional,
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Charles Schwab and Co Employees
Bologna Consultants November 2007 - Present
Mass Mutual Fin. Servs. December 2006 - October 2007
Charles Schwab and Co. September 2005 - September 2006
Charles Schwab Bank September 2005 - September 2006
American Express Financial Advisors May 1995 - August 2005
American Express Financial Advisors January 1995 - April 1995
Hamilton Advisors October 1994 - December 1994
Allen & Hoshall Engr and Arch. August 1991 - September 1994
Pickering Firm Engineering and Arch. September 1988 - July 1991
Skills
Project Planning and..., Project Management, Construction Oversight, Comprehensive Financial..., Financial Analysis, Investments, Securities, Mutual Funds, Asset Allocation, Wealth Management, Retirement Planning, Series 7, Series 63, General Management, Recruiting, Marketing, Leadership, Consulting, Construction, Contract Negotiation, Project Planning, Contract Management, Budgets, Risk Management, Sales, Financial Goals, Insurance, Strategic Financial..., Business Development
Education
National Association of Securities Dealers 1995 — 1995
Series 7 and 63
Tennessee Department of Insurance 1995 — 1995
Series 21 and 22 and 23
Louisiana State University 1982 — 1988
Bachelor of Landscape Architecture, College of Design
Memphis State University
Elective Study Summers of 1986 and 1987
The Safe Investor 2012 - Present
Nikko Asset Management Co., Ltd. 2004 - 2012
Charles Schwab and Co. 1995 - 1998
Skills
Program Management, Microsoft Word, Customer Service, Microsoft Excel, Process Improvement, Budgets, Microsoft Office, Strategic Planning, Banking, Team Building, Forecasting, Management Consulting, Change Management, Leadership, Recruiting, Sales, Business Strategy, Start-ups, Program Development, Mutual Funds, Portfolio Management, Event Planning, Investments, Financial Modeling, Nonprofits, Mergers & Acquisitions, Wealth Management, Coaching, PowerPoint, New Business Development, Marketing, Marketing Strategy, Business Planning, Operations Management, Analysis, Financial Analysis, Project Management, Business Analysis, Research, Public Speaking, Strategy, Teaching, Management, Access, Product Development, Risk Management, Editing, Due Diligence, Asset Management, Securities
Education
Harvard Business School
MBA, Baker Scholar
MassMutual - San Francisco September 2010 - Present
Heathsheetz/Bedrock January 2007 - August 2010
Alternative Energy Sources Technology 2007 - 2010
Nestle December 2005 - January 2006
Charles Schwab 2001 - 2006
WageWorks June 2005 - December 2005
Charles Schwab and Co May 2000 - May 2005
Blockbuster Entertainment January 1999 - January 2000
Barclays Global/Bank of America January 1997 - January 1999
Bank of America January 1993 - January 1997
Skills
Financial Analysis, Finance, Auditing, Budgets, Financial Reporting, Market Research, Sales, Forecasting, Mergers & Acquisitions, Financial Services, Portfolio Management, Marketing, Investments, Accounting, Analytics, Analysis, Management, Banking, Insurance, Access
Education
University of Southern California 1980 — 1983
MBA, Finance
USC
M.B.A, Strategic Planning
USC
M.B.A, Finance
University of California, Riverside
B.A, Economics
Cambridge Investment Research 2011 - Present
E*TRADE Financial January 2007 - July 2010
Capstone Financial/Mass Mutual June 2005 - January 2007
J P Turner March 2004 - August 2004
Sterne Agee & Leach/SAL Financial February 2002 - August 2003
Charles Schwab and Co June 1999 - June 2001
Skills
Series 24, Investment Management, Managing Accounts, Superior Client Service, Securities, Series 7, Investments, Microsoft Office, Equities, Microsoft Excel
Education
Georgia State University
BA, Political Science
Jasper January 2014 - Present
Oberthur Technologies January 2011 - December 2013
Gemalto July 2008 - October 2010
Smart Dog Services October 2007 - June 2008
Charles Schwab and Co 2006 - 2007
Dell, Inc 2004 - 2006
Dell, Inc April 2003 - January 2004
Dell, Inc August 2002 - April 2003
Skills
Data Warehousing, GSM, Project Management, Software Documentation, Testing, Business Process..., Databases, LTE, Human Resources, Troubleshooting, Training, Management, Analysis, Software Project..., Security, SDLC
Education
The University of Texas at Austin 1997 — 2001
BS, Computer Science
ACT Wealth Management, LLC December 2010 - Present
True North Advisors August 2006 - December 2010
Retirement Advisors of America August 2003 - July 2006
Charles Schwab and Co. January 2003 - August 2003
Fidelity Investments June 1995 - December 2002
Education
Southern Methodist University - Cox School of Business 1998 — 2001
MBA, Finance and Financial Management Services
Oklahoma Baptist University 1991 — 1995
BBA, Finance and Accounting
Arch Mortgage Insurance January 2014 - Present
PMI Mortgage Insurance Co. January 2004 - January 2014
University of San Francisco September 2010 - November 2012
Charles Schwab and Co. May 2001 - January 2004
Transamerica October 1997 - May 2001
Andersen Consulting 1996 - 1997
Golden Gate Securities 1995 - 1996
US Army July 1984 - July 1988
Skills
Risk Management, Credit, Financial Modeling, Financial Analysis, Banking, Credit Risk, Pricing, Valuation, Portfolio Management, Team Leadership, Forecasting, Financial Reporting, Corporate Finance, Mortgage Lending, Analytics, Analysis, Finance, Business Analysis, Leadership, Enterprise Risk..., Loans, Treasury Management, Financial Risk, Strategy, Capital Markets, Management Consulting, Executive Management, Due Diligence, Credit Analysis, Financial Services, Mergers & Acquisitions, Fixed Income, Investments, Strategic Financial..., Asset Management, Econometrics
Education
Thunderbird School of Global Management 1993 — 1995
MBA/MIM
University of California, Santa Barbara 1988 — 1992
BA
Appropriate Balance Financial Services, Inc. July 2011 - Present
Charles Schwab and Co. October 1996 - June 2011
Wheat First Securities October 1993 - October 1996
Churchill Distributors May 1989 - October 1993
Skills
Certified Financial..., Personal Financial..., Retirement Planning, Registered Investment..., Asset Allocation, Mutual Funds, Separately Managed..., Fixed Income, Fiduciary Services, Qualified Retirement..., 401k, 401k Rollovers, 403b, Benchmarking, Independent Financial..., Investment Management, ERISA
Education
University of Maryland University College
B.S., Finance
Bondedge Solutions August 2006 - Present
Check Capital Management, Inc December 2002 - August 2006
Charles Schwab and Co March 1994 - September 2002
Charles Schwab & Co January 1998 - January 2002
Charles Schwab January 1996 - January 1998
Charles Schwab's & Co January 1994 - January 1995
Skills
Fixed Income, Portfolio Management, Bonds, Asset Managment, Securities, Trading Systems, Capital Markets, Bloomberg, Investments, Risk Management, Analytics, Strategic Financial..., Equities, Derivatives, Asset Management, Financial Markets, Financial Modeling, Financial Services, Wealth Management, Trading, Options, Investment Management, Mutual Funds, Financial Risk, Asset Allocation, Financial Analysis, Finance, Valuation, Financial Planning
Education
University of California, Santa Barbara 1990 — 1993
BA, Mathematics & Economics
University of California, Santa Barbara 1990 — 1993
MA, Economics; finance
Cognizant Technology Solutions October 2010 - Present
DASOMA Management Consulting June 2009 - December 2012
BLUE SHIELD OF CA June 2009 - September 2010
Kaiser Foundation Health Plan February 2006 - May 2009
WELLS FARGO SERVICES January 2003 - February 2006
COREFIX January 2001 - February 2003
Diamond Management & Technology Consultants January 1995 - February 2001
Wink Communications January 1998 - January 2000
CHARLES SCHWAB AND CO January 1992 - January 1995
Skills
Business Development, Customer Service, Business Intelligence
Education
Bentley College - Elkin B. McCallum Graduate School of Business
MS, Computer Information Systems
University of Massachusetts Boston
Bachelor's degree, Chemistry
CAREER EDGE ONE April 2007 - Present
SISTERS OF MERCY OF THE AMERICAS June 2003 - June 2008
University of Nebraska November 2001 - June 2003
CHARLES SCHWAB AND CO March 1985 - July 1995
TD Ameritrade February 1980 - December 1984
Skills
Organizational..., Leadership, Program Management, Leadership Development, Recruiting, Training, Coaching, Personnel Management, Research, Teaching, Human Resources, Strategic Planning, Public Speaking, Customer Service, Career Counseling, Management, Policy, Interviews, Budgets, Project Management, Employee Benefits
Education
University of Nebraska at Omaha 2000 — 2003
Master of Science, Industrial/Organizational Psychology
University of Nebraska at Omaha 1995 — 2000
Bachelor of Science
Charles Schwab and Co. High Value Client BrokerTD AmeritradeDecember 2004 - April 2006
Education
Colorado State University 2000 — 2004
Citi November 2011 - Present
Resolute Prime January 2009 - Present
Deutsche Bank September 2009 - November 2011
UBS June 2006 - December 2008
Lehman October 2005 - June 2006
JP Morgan Chase February 2005 - October 2005
SCHWAB CAPITAL MARKETS LP March 1992 - September 2004
Charles Schwab and Co. 1992 - 2004
Skills
ITIL, Data Center, Vendor Management, Disaster Recovery, Unix, Architecture, Architectures, Integration, Oracle, Security, Servers, Software Development, Virtualization, Project Management, Infrastructure, Service Delivery, IT Strategy
Education
New York Institute of Technology 2002 — 2006
Mesirow Financial July 2010 - Present
Charles Schwab and Co. October 1999 - July 2010
Skills
Wealth Management, Series 7, A.A.M.S, Financial Planning, Series 63, Series 6, Asset Allocation, Asset Management, College Savings Plans
Education
University of Illinois at Urbana-Champaign 1992 — 1996
B.A.
Deerfield High School
U.S. Department of Veterans Affairs 2013 - Present
craigconnects March 2011 - Present
craigslist March 1995 - Present
craigslist April 1999 - January 2000
Encanto Networks May 1997 - January 1998
ISL Consulting November 1996 - April 1997
JustInTime Solutions November 1996 - February 1997
Bank of America September 1995 - June 1996
Encanto Networks 1996 - 1996
Charles Schwab and Co January 1993 - January 1995
Skills
Customer Service, Philanthropy, Social Media Marketing, Social Networking, Social Media, Blogging, New Media, SEO, Online Advertising, Web Analytics, World Class Customer..., Facebook, Wordpress, Email Marketing, E-commerce, HTML, Copywriting, Online Marketing, Advertising, Digital Media, Perl, SEM, JavaScript, Web 2.0
Education
Case Western Reserve University 1971 — 1977
M. S, Computer Science
Case Western Reserve University 1971 — 1977
B. S, Undergraduate Scholars
JPMorgan Chase & Co. 2014 - Present
SagePoint Financial January 2013 - Present
Charles Schwab and Co., Inc April 2011 - October 2012
Charles Schwab February 2003 - April 2011
Charles Schwab and Co., Inc February 2003 - April 2011
Charles Schwab and Co September 2002 - February 2003
DPM Global Financial Services August 2001 - July 2002
Charles Schwab & Co November 1997 - August 1999
Skills
Banking, Portfolio Management, Management, CRM, Financial Risk, Investments, Mutual Funds, Sales, Securities, Accounting, Trading, Financial Advisory, Quality Assurance, Internal Audit, Customer Service, Finance
Education
University of Phoenix 2001 — 2002
CFP
Thomson Reuters August 2012 - Present
Thomson Reuters January 2010 - July 2012
Sabrix (acquired by Thomson Reuters) January 2007 - December 2009
MarketLive November 2004 - January 2007
The Gap September 2004 - November 2004
First Data Corporation January 2001 - May 2004
Walker Digital July 2000 - December 2000
C-Change January 1999 - July 2000
QuickStart Intelligence February 1997 - December 1998
Charles Schwab and Co. August 1993 - February 1997
Skills
SaaS, Cloud Computing, Professional Services, Enterprise Software, Salesforce.com, Management, Start-ups, Business Process, IT Management, Cross-functional Team..., Customer Retention, E-commerce, Customer Satisfaction, Project Management, Security, Data Center, IT Service Management, Program Management, Leadership, Consulting, IT Strategy, IT Operations, Account Management, Customer Success, Finance, Management Consulting, Business Analysis, Process Improvement, Change Management, Networking, Business Process..., Technical Operations, IT Solutions, Product Management, Training, P&L Management, CRM, Vendor Management, Executive Management, Managed Services, Business Intelligence, Strategic Planning, Business Development, Sales, Solution Selling, Outsourcing, Mergers & Acquisitions, Strategic Partnerships, Operations Management, Taxologist
Education
San Francisco State University, College of Business 1992 — 1994
MBA, Management
California State University-Chico 1988 — 1992
B.S., Finance
Pepsi Beverages Company September 2011 - Present
SHSCO Manufacturing October 2010 - December 2010
SHSCO Manufacturing July 2010 - October 2010
SHSCO Manufacturing (Stanley's Homemade Sausage Co) July 2009 - July 2010
Briden Foods Inc January 1999 - July 2009
Charles Schwab and Co February 1994 - January 1999
Skills
Strategy, Food Safety
Education
Purdue University 1988 — 1989
Realty Capital Securities November 2011 - Present
Jackson National Life September 2010 - September 2011
Genworth Financial June 2007 - September 2010
RiverSource April 2004 - June 2007
Federated Investors August 2002 - April 2004
Invesco Aim November 1999 - August 2002
Charles Schwab and Co December 1994 - August 1999
Education
Ball State University - College of Business 1989 — 1993
Bachelors of Science, Marketing
IndieMotionPicture.com January 2012 - Present
LeMaster Group LLC July 2008 - Present
Organic Inc. May 2007 - October 2008
Content Lifecycle Management Software May 2006 - July 2007
Finaplex (Now Broadridge) May 2005 - May 2006
Financial Engines March 2001 - September 2004
MyCFO September 2000 - March 2001
Charles Schwab and Co December 1997 - September 2000
HL Yoh Company January 1994 - December 1997
Exponent February 1991 - December 1993
Skills
XML, Software Development, Web Services, Ruby on Rails, Java, Javascript, CSS Javascript, Web Video, Web Development, Website Development, Enterprise Software, Enterprise Architecture, JSON, Git, Start-ups, Start-up Consulting, Consulting, JavaScript, Databases, AJAX, JSP, Perl
Education
Texas A&M University-Corpus Christi
Bachelor's degree, Computer Science. Systems Software
Commonwealth Financial Network January 2015 - Present
Charles Schwab January 2014 - December 2014
Charles Schwab and Co. 2007 - 2014
Bank of America 2004 - 2007
The Principal Financial Group 2003 - 2004
Prudential Securities 1997 - 2002
Merrill Lynch 1995 - 1997
NCR Corporation 1989 - 1995
Skills
Strategic Planning, Consultative Selling, Training & Development, Team Building, Public Speaking, Account Management, Sales Operations, Selling, Management, Training, Series 7, Investments, Management Consulting, Marketing, Entrepreneurship, Sales Management, Employee Training, Portfolio Management, Financial Analysis, Sales, Instructional Design
Education
Babson College, F.W. Olin Graduate School of Business 2001 — 2004
MBA
The University of Arizona 1984 — 1988
BSBA
Capitol Services July 2007 - Present
Charles Schwab and Co. August 2000 - July 2007
Dell Computer Corporation May 1999 - August 2000
City of West Monroe - IT Dept 1998 - 1999
Skills
ASP.NET, XML, AJAX, CSS, DHTML, ClearQuest, JavaScript, jQuery, T-SQL, XSL, VSS, Tortoise SVN, C#, VB.NET, SQL Server, HTML, .NET, Visual Studio, Web Services, Visual Basic, XHTML, IIS, Web Development, TFS, Web Applications, Scrum, WCF, Microsoft SQL Server, Agile Methodologies, Visual Basic 5.0/6.0
Education
University of Louisiana at Monroe 1993 — 1999
BBA, Computer Information Systems
Acadiana High School 1989 — 1993
Carnegie Investment Counsel July 2010 - Present
MMA October 2007 - November 2009
JP Morgan Chase August 2006 - October 2007
Charles Schwab and Co January 1992 - August 2002
Education
Grove City College 1986 — 1990
BA, Financial Planning
Charles Schwab and Co. July 2004 - Present
Morgan Stanley Smith Barney February 2002 - July 2004
Skills
Wealth Management, Retirement Planning, Retirement, Investments, Securities, Alternative Investments, Investment Advisory, Asset Allocation, Financial Analysis, FINRA
Education
College for Financial Planning 2011 — 2012
San Francisco Law School 1992 — 1996
JD, Law
University of San Francisco 1983 — 1986
St. Ignatius College Prep. 1979 — 1982
Colorado Access October 2014 - Present
DaVita November 2012 - July 2013
Urban Lending Solutions, LLC February 2012 - October 2012
Zini Consulting, LLC June 2011 - February 2012
Global Link Technology, Inc February 2007 - June 2011
Charles Schwab and Co July 2006 - February 2007
Skills
Customer Service, Analysis, Finance, Investments, Leadership, Microsoft Excel, Financial Analysis, Economics, Excel, Accounting, Productivity, Forecasting, Financial Reporting, Business Analysis, Customer Relations, Microsoft Office, Power Point, IT Asset Management
Education
Colorado State University 2002 — 2006
BA, Finance, Economics
Colorado State University 2002 — 2006
B.A, Business Finance and
Longmont High School 1998 — 2002
Appropriate Balance Financial Services 2010 - 2013
Charles Schwab and Co. 1983 - 2009
Skills
Retirement Planning, Investment Management, Finance, Asset Allocation, Strategic Financial...
Education
Pacific Lutheran University
B.S., Business Administration
Charles Schwab and Co January 2011 - Present
UPS August 2007 - January 2011
Education
University of Evansville 2001 — 2005
Bachelor of Business Administration (B.B.A.), Marketing