Charles Schwab and Co., Inc.
Industry: Company
DescriptionHeadquarters: San Francisco, CA Customer service: 1 (866) 855-9102 Founded: 1971 Parent organization: Schwab Holdings, Inc. Subsidiaries: Schwab Institutional,
Charles Schwab and Co., Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Charles Schwab and Co., Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Charles Schwab and Co., Inc. Salaries. You can even request information on how much does Charles Schwab and Co., Inc. pay if you want to. Learn about salaries, pros and cons of working for Charles Schwab and Co., Inc. directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
26 Charles Schwab and Co., Inc. employees in database. Find out everything there's to know about Charles Schwab and Co., Inc. employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Charles Schwab and Co., Inc. Employees
Employee
Years
Job
Industry
Nancy Hetrick AWMA, CDFA Nancy Hetrick AWMA, CDFA's Charles Schwab and Co., Inc. Experience April 1999 - March 2011
Job Founder, CEO at Smarter Divorce Solutions;Founder, CEO at MediationPlus™; Senior Financial Advisor Clarity Financial
Industry Financial Services
Experience
MediationPlus™ June 2015 - Present
National Association of Women Business Owners, Phoenix July 2014 - Present
Smarter Divorce Solutions, LLC January 2012 - Present
Clarity Financial September 2012 - Present
Portfolio Asset Management May 2011 - September 2012
Charles Schwab and Co., Inc April 1999 - March 2011
Skills
Retirement Planning, Divorce Planning, Investments, Portfolio Management, Wealth Management, Retirement, Mutual Funds, Asset Allocation, Investment Advisory, Investment Strategies, Alternative Investments, Asset, Series 7, Strategic Financial..., Financial Advisory, Financial Planning, Retirement Income..., Risk Management, Asset Management, IRA's, Financial Advice, 401k, Wealth Accumulation, High Net Worth..., Financial Analysis, Financial Management, Pensions, Asset Managment, Small Business, IRAs, Financial Planners, Series 63, Wealth Management..., FINRA, Estate Planning, Wealth, Series 65, Certified Financial..., Securities, Uniform Combined State..., Investment Management, Financial Services, ETFs, Fixed Annuities, 401k Rollovers, Personal Finance, Finance, Equities, Retirement Plan...
Education
Institute for Divorce Financial Analysts 2011 — 2011
Certificate, Divorce Financial Analysis
College for Financial Planning 2002 — 2011
AWMA, CMFC, Financial Management
MediationPlus™ June 2015 - Present
National Association of Women Business Owners, Phoenix July 2014 - Present
Smarter Divorce Solutions, LLC January 2012 - Present
Clarity Financial September 2012 - Present
Portfolio Asset Management May 2011 - September 2012
Charles Schwab and Co., Inc April 1999 - March 2011
Skills
Retirement Planning, Divorce Planning, Investments, Portfolio Management, Wealth Management, Retirement, Mutual Funds, Asset Allocation, Investment Advisory, Investment Strategies, Alternative Investments, Asset, Series 7, Strategic Financial..., Financial Advisory, Financial Planning, Retirement Income..., Risk Management, Asset Management, IRA's, Financial Advice, 401k, Wealth Accumulation, High Net Worth..., Financial Analysis, Financial Management, Pensions, Asset Managment, Small Business, IRAs, Financial Planners, Series 63, Wealth Management..., FINRA, Estate Planning, Wealth, Series 65, Certified Financial..., Securities, Uniform Combined State..., Investment Management, Financial Services, ETFs, Fixed Annuities, 401k Rollovers, Personal Finance, Finance, Equities, Retirement Plan...
Education
Institute for Divorce Financial Analysts 2011 — 2011
Certificate, Divorce Financial Analysis
College for Financial Planning 2002 — 2011
AWMA, CMFC, Financial Management
Heather Winston, MA, CFP®, CWS® Heather Winston, MA, CFP®, CWS®'s Charles Schwab and Co., Inc. Experience December 2002 - March 2004
Job Sr. Manager Portfolio Consulting at Charles Schwab
Industry Financial Services
Experience
Charles Schwab Investment Advisory, Inc. 2004 - Present
Charles Schwab and Co., Inc. December 2002 - March 2004
Schwab Investor Services Division May 2000 - December 2002
Education
Indiana University 1997 — 1999
Master of Arts, Economic Development
Baylor University 1990 — 1994
Bachelor of Arts
Charles Schwab Investment Advisory, Inc. 2004 - Present
Charles Schwab and Co., Inc. December 2002 - March 2004
Schwab Investor Services Division May 2000 - December 2002
Education
Indiana University 1997 — 1999
Master of Arts, Economic Development
Baylor University 1990 — 1994
Bachelor of Arts
Kimberly Westerfield Kimberly Westerfield's Charles Schwab and Co., Inc. Experience November 2005 - December 2012
Job Senior Associate Portfolio Consultant
Industry Financial Services
Experience
Schwab Private Client Investment Advisory, Inc. July 2014 - Present
Schwab Private Client Investment Advisory, Inc. January 2012 - July 2014
Charles Schwab and Co., Inc. November 2005 - December 2012
Charles Schwab April 2004 - October 2005
State Farm October 2002 - April 2004
Charles Schwab September 2000 - October 2002
Skills
Wealth Management, Series 7, Series 63, Retirement Planning, Portfolio Management
Education
Florida Southern College 1996 — 1999
Bachelor of Science (B.S.), Business Management, with a concentration in a Human Resources Management
Marshall University 1992 — 1996
Dietetics
Schwab Private Client Investment Advisory, Inc. July 2014 - Present
Schwab Private Client Investment Advisory, Inc. January 2012 - July 2014
Charles Schwab and Co., Inc. November 2005 - December 2012
Charles Schwab April 2004 - October 2005
State Farm October 2002 - April 2004
Charles Schwab September 2000 - October 2002
Skills
Wealth Management, Series 7, Series 63, Retirement Planning, Portfolio Management
Education
Florida Southern College 1996 — 1999
Bachelor of Science (B.S.), Business Management, with a concentration in a Human Resources Management
Marshall University 1992 — 1996
Dietetics
Christian Simonetti Christian Simonetti's Charles Schwab and Co., Inc. Experience October 2006 - February 2007
Job Administrative Assistant at Genentech (Contract Position)
Industry Financial Services
Experience
Genentech, Inc. thru Atrium Staffing November 2012 - May 2014
Robert Half & Associates International November 2011 - August 2012
Wells Fargo Bank March 2007 - October 2011
Charles Schwab and Co., Inc October 2006 - February 2007
Navigant Consulting, Inc June 2005 - September 2006
Gap, Inc January 2005 - May 2005
Speakeasy, Inc. July 2003 - November 2004
Bingham, Osborn & Scarborough LLC September 1997 - June 2003
Arthur Andersen LLP October 1991 - March 1997
Skills
Microsoft Office, Microsoft Word, Microsoft Visio, Oracle HR, Microsoft Excel, Concur, Microsoft Outlook, Visio, Outlook, Data Entry, Human Resources, Administrative..., Accounts Payable, Invoicing, Event Planning
Education
City College of San Francisco
Associate degree (AA)
Genentech, Inc. thru Atrium Staffing November 2012 - May 2014
Robert Half & Associates International November 2011 - August 2012
Wells Fargo Bank March 2007 - October 2011
Charles Schwab and Co., Inc October 2006 - February 2007
Navigant Consulting, Inc June 2005 - September 2006
Gap, Inc January 2005 - May 2005
Speakeasy, Inc. July 2003 - November 2004
Bingham, Osborn & Scarborough LLC September 1997 - June 2003
Arthur Andersen LLP October 1991 - March 1997
Skills
Microsoft Office, Microsoft Word, Microsoft Visio, Oracle HR, Microsoft Excel, Concur, Microsoft Outlook, Visio, Outlook, Data Entry, Human Resources, Administrative..., Accounts Payable, Invoicing, Event Planning
Education
City College of San Francisco
Associate degree (AA)
Coralette Waite's Charles Schwab and Co., Inc. Experience December 2010 - December 2011
Job Attorney At Law
Industry Law Practice
Experience
The Law Office of Kenneth L. Riggins October 2011 - Present
Charles Schwab December 2010 - December 2011
Charles Schwab and Co., Inc December 2010 - December 2011
The Dept. of Public Advocacy, KY May 2009 - August 2009
Murphysboro Office of Public Defense August 2008 - December 2008
Skills
General Litigation, Personal Injury..., Social Security..., Probate, Courts, Trials, Legal Issues, Criminal Law, Legal Writing, Legal Research, Motions, Civil Litigation, Westlaw, Juvenile Law, Estate Planning, Trusts, Arbitration, Legal Assistance, Mediation, Dispute Resolution, Litigation Support, Family Law, Probation, Personal Injury, Litigation
Education
Southern Illinois University School of Law 2007 — 2009
Doctor of Law (J.D.), Law
Alben W. Barkley School of Law 2006 — 2008
Doctor of Law (J.D.) Candidare, Law
Florida State University 2003 — 2006
Bachelor's of Science, Psychology; General Business Administration
The Law Office of Kenneth L. Riggins October 2011 - Present
Charles Schwab December 2010 - December 2011
Charles Schwab and Co., Inc December 2010 - December 2011
The Dept. of Public Advocacy, KY May 2009 - August 2009
Murphysboro Office of Public Defense August 2008 - December 2008
Skills
General Litigation, Personal Injury..., Social Security..., Probate, Courts, Trials, Legal Issues, Criminal Law, Legal Writing, Legal Research, Motions, Civil Litigation, Westlaw, Juvenile Law, Estate Planning, Trusts, Arbitration, Legal Assistance, Mediation, Dispute Resolution, Litigation Support, Family Law, Probation, Personal Injury, Litigation
Education
Southern Illinois University School of Law 2007 — 2009
Doctor of Law (J.D.), Law
Alben W. Barkley School of Law 2006 — 2008
Doctor of Law (J.D.) Candidare, Law
Florida State University 2003 — 2006
Bachelor's of Science, Psychology; General Business Administration
Dan Leathers, SPHR, SHRM-SCP Dan Leathers, SPHR, SHRM-SCP's Charles Schwab and Co., Inc. Experience January 1998 - October 2004
Job Human Resources Analyst at Albertina Kerr
Industry Human Resources
Experience
Albertina Kerr Centers 2013 - Present
Accurate Placement 2012 - 2013
Leathers Milligan & Associates - OI Partners 2009 - 2012
Leathers Milligan & Associates December 2004 - 2009
Charles Schwab and Co., Inc. January 1998 - October 2004
Skills
Succession Planning, Training, Outplacement, Coaching, Talent Acquisition, Team Building, HR Consulting, Career Counseling, Talent Management, Executive Coaching, Leadership Development, Employee Relations, Performance Management, Organizational..., Recruiting, Workshop Facilitation, Program Management, Organizational..., Management, Employer Branding, Deferred Compensation, Onboarding, Employee Training, Change Management, Applicant Tracking..., Business Development, Employee Engagement, Employee Benefits, Interviews, Resume Writing, Benefits Administration, Workforce Planning, Personnel Management, HR Policies, Career Development, Benefits Negotiation, Technical Recruiting, Job Coaching, Management Consulting, Temporary Staffing, Job Search, Conflict Resolution, College Recruiting, Internet Recruiting, Human Resources, Time Management, Mergers & Acquisitions, CRM, Leadership, Sourcing
Education
Arizona State University
Global Leadership and Management
Albertina Kerr Centers 2013 - Present
Accurate Placement 2012 - 2013
Leathers Milligan & Associates - OI Partners 2009 - 2012
Leathers Milligan & Associates December 2004 - 2009
Charles Schwab and Co., Inc. January 1998 - October 2004
Skills
Succession Planning, Training, Outplacement, Coaching, Talent Acquisition, Team Building, HR Consulting, Career Counseling, Talent Management, Executive Coaching, Leadership Development, Employee Relations, Performance Management, Organizational..., Recruiting, Workshop Facilitation, Program Management, Organizational..., Management, Employer Branding, Deferred Compensation, Onboarding, Employee Training, Change Management, Applicant Tracking..., Business Development, Employee Engagement, Employee Benefits, Interviews, Resume Writing, Benefits Administration, Workforce Planning, Personnel Management, HR Policies, Career Development, Benefits Negotiation, Technical Recruiting, Job Coaching, Management Consulting, Temporary Staffing, Job Search, Conflict Resolution, College Recruiting, Internet Recruiting, Human Resources, Time Management, Mergers & Acquisitions, CRM, Leadership, Sourcing
Education
Arizona State University
Global Leadership and Management
David Tryon David Tryon's Charles Schwab and Co., Inc. Experience January 1997 - February 2003
Job Senior Test Engineer at Siemens, Consultant at Aviamedia LLC
Industry Information Technology and Services
Experience
Siemens July 2015 - Present
Aviamedia LLC June 2005 - Present
David Tryon, Software Professional March 1970 - Present
Quantum3D February 2009 - June 2009
Fuze Media Systems January 2006 - January 2009
Southern Wine & Spirits of America April 2003 - January 2006
Charles Schwab and Co., Inc. January 1997 - February 2003
Pacific Bell August 1973 - December 1996
New Jersey Bell (AT&T operating company) April 1970 - July 1973
Skills
Requirements Analysis, SSRS, Telecommunications, SDLC, Team Leadership, Data Mapping, Enterprise Architecture, Data Modeling, SEI CMM, Process Modeling, Temporal Data, Training, Product Development, Web Applications, Quality Assurance, Business Analysis, Requirements Gathering, Business Intelligence, Enterprise Software, Software Development, Integration, Business Process..., Databases, Business Process Design, Relational Databases, Database Design, Software Documentation, UML, Architecture, XML, Data Warehousing, Agile Methodologies, T-SQL, Business Requirements, Microsoft SQL Server, Analysis, Software Design, Architectures, SQL, Data Architecture, Data Analysis
Education
University of California, Berkeley 1966 — 1969
Mathematics
The College Preparatory School 1962 — 1966
Siemens July 2015 - Present
Aviamedia LLC June 2005 - Present
David Tryon, Software Professional March 1970 - Present
Quantum3D February 2009 - June 2009
Fuze Media Systems January 2006 - January 2009
Southern Wine & Spirits of America April 2003 - January 2006
Charles Schwab and Co., Inc. January 1997 - February 2003
Pacific Bell August 1973 - December 1996
New Jersey Bell (AT&T operating company) April 1970 - July 1973
Skills
Requirements Analysis, SSRS, Telecommunications, SDLC, Team Leadership, Data Mapping, Enterprise Architecture, Data Modeling, SEI CMM, Process Modeling, Temporal Data, Training, Product Development, Web Applications, Quality Assurance, Business Analysis, Requirements Gathering, Business Intelligence, Enterprise Software, Software Development, Integration, Business Process..., Databases, Business Process Design, Relational Databases, Database Design, Software Documentation, UML, Architecture, XML, Data Warehousing, Agile Methodologies, T-SQL, Business Requirements, Microsoft SQL Server, Analysis, Software Design, Architectures, SQL, Data Architecture, Data Analysis
Education
University of California, Berkeley 1966 — 1969
Mathematics
The College Preparatory School 1962 — 1966
Chris Pirrone Chris Pirrone's Charles Schwab and Co., Inc. Experience 2004 - 2005
Job General Manager at USA Today Sports Media Group
Industry Internet
Experience
USA TODAY SPORTS MEDIA GROUP 2012 - Present
Amplify.la 2014 - Present
Traffic Marketplace 2010 - 2012
Connexus Corporation (TrafficMarketplace, Netblue and Firstlook) 2007 - 2010
ValueClick Inc. 2005 - 2007
Charles Schwab and Co., Inc. 2004 - 2005
Seyfarth Shaw 2000 - 2004
Skills
Online Marketing, Campaign Management, Digital Marketing, Analytics, Ad Networks, Media Buying, Legal Affairs, Executive Management, Mergers, Online Advertising, Digital Media, Behavioral Targeting, Video Advertising, Demand Side Platform, Real-Time Bidding, Advertising Operations, DART for Publishers, Strategy, Mergers & Acquisitions, Affiliate Marketing, Mobile Devices, Digital Strategy, SEM, Display Advertising, Advertising, Mobile Advertising, Integrated Marketing, Mobile Marketing, Start-ups, Web Analytics, Management, Ad Serving, Strategic Partnerships, Social Media, Marketing, E-commerce, Google Analytics, Business Development, Politics, Legal, Lead Generation, New Media, PPC, SEO, Social Media Marketing
Education
University of Akron School of Law 1993 — 1996
JD, Law
Saint Lawrence University 1989 — 1993
BA, Economics
St. Joseph's Collegiate Institite 1986 — 1989
USA TODAY SPORTS MEDIA GROUP 2012 - Present
Amplify.la 2014 - Present
Traffic Marketplace 2010 - 2012
Connexus Corporation (TrafficMarketplace, Netblue and Firstlook) 2007 - 2010
ValueClick Inc. 2005 - 2007
Charles Schwab and Co., Inc. 2004 - 2005
Seyfarth Shaw 2000 - 2004
Skills
Online Marketing, Campaign Management, Digital Marketing, Analytics, Ad Networks, Media Buying, Legal Affairs, Executive Management, Mergers, Online Advertising, Digital Media, Behavioral Targeting, Video Advertising, Demand Side Platform, Real-Time Bidding, Advertising Operations, DART for Publishers, Strategy, Mergers & Acquisitions, Affiliate Marketing, Mobile Devices, Digital Strategy, SEM, Display Advertising, Advertising, Mobile Advertising, Integrated Marketing, Mobile Marketing, Start-ups, Web Analytics, Management, Ad Serving, Strategic Partnerships, Social Media, Marketing, E-commerce, Google Analytics, Business Development, Politics, Legal, Lead Generation, New Media, PPC, SEO, Social Media Marketing
Education
University of Akron School of Law 1993 — 1996
JD, Law
Saint Lawrence University 1989 — 1993
BA, Economics
St. Joseph's Collegiate Institite 1986 — 1989
Brandon Kramer's Charles Schwab and Co., Inc. Experience January 2014 - Present
Job CS&S Technical Help Desk Escalation Specialist at Charles Schwab and Co., Inc.
Industry Information Technology and Services
Experience
Charles Schwab and Co., Inc. January 2014 - Present
PayPal January 2013 - January 2014
Discount Tire March 2006 - January 2013
Discount Tire October 2003 - March 2006
Acumen Fiscal Agent July 2002 - December 2003
Skills
Management, Customer Service, Microsoft Office, Microsoft Word, Leadership, Project Management, Process Improvement, Business Analysis, CRM, Sales Management, Technical Support, Call Centers, Strategy, Troubleshooting, Customer Experience, Help Desk Support
Education
Arizona State University 2002 — 2004
Bachelor of Arts (BA), Communication, General
Chandler/Gilbert Community College 2001 — 2002
Associate's degree, Liberal Arts and Sciences, General Studies and Humanities
Gilbert High School 1998 — 2001
Charles Schwab and Co., Inc. January 2014 - Present
PayPal January 2013 - January 2014
Discount Tire March 2006 - January 2013
Discount Tire October 2003 - March 2006
Acumen Fiscal Agent July 2002 - December 2003
Skills
Management, Customer Service, Microsoft Office, Microsoft Word, Leadership, Project Management, Process Improvement, Business Analysis, CRM, Sales Management, Technical Support, Call Centers, Strategy, Troubleshooting, Customer Experience, Help Desk Support
Education
Arizona State University 2002 — 2004
Bachelor of Arts (BA), Communication, General
Chandler/Gilbert Community College 2001 — 2002
Associate's degree, Liberal Arts and Sciences, General Studies and Humanities
Gilbert High School 1998 — 2001
Sylvia Doss's Charles Schwab and Co., Inc. Experience January 1996 - August 2003
Job Strategist, Consultant, Educator in Employee and Personal Health
Industry Human Resources
Experience
Chevron Corporation September 2007 - Present
Golden Gate University November 2007 - Present
Open Circles January 2010 - Present
Kaiser Permanente January 2007 - June 2007
Aetna Inc August 2003 - January 2007
Charles Schwab and Co., Inc January 1996 - August 2003
Watson Wyatt Consulting January 1996 - January 1998
Prudential Healthcare January 1987 - January 1996
Prudential 1987 - 1996
Skills
Strategy Development, Team Leadership, Team Building, Training & Development, Vendor Management, Analysis, Presenter, Account Management, Contract Negotiation, Education, Insurance, Legislative Analysis, Benefits Management, Strategy, Certified Group..., Wellness Coaching, Employee Wellness..., Strategic Planning, Employee Training, Employee Benefits, Coaching, Organizational..., Leadership, Project Management, Healthcare, Cross-functional Team..., Policy, Process Improvement, Program Management, Management, Benefits Administration, Time Management, Consulting
Education
Loyola Marymount University, College of Business Administration 1991 — 1994
Master of Business Administration (M.B.A.), Finance and Financial Management Services
UCLA 1981 — 1986
Bachelor of Science, Applied Mathematics
San Francisco State University 2007 — 2009
Certificate, Core Strengths Coaching: Positive Psychology
Chevron Corporation September 2007 - Present
Golden Gate University November 2007 - Present
Open Circles January 2010 - Present
Kaiser Permanente January 2007 - June 2007
Aetna Inc August 2003 - January 2007
Charles Schwab and Co., Inc January 1996 - August 2003
Watson Wyatt Consulting January 1996 - January 1998
Prudential Healthcare January 1987 - January 1996
Prudential 1987 - 1996
Skills
Strategy Development, Team Leadership, Team Building, Training & Development, Vendor Management, Analysis, Presenter, Account Management, Contract Negotiation, Education, Insurance, Legislative Analysis, Benefits Management, Strategy, Certified Group..., Wellness Coaching, Employee Wellness..., Strategic Planning, Employee Training, Employee Benefits, Coaching, Organizational..., Leadership, Project Management, Healthcare, Cross-functional Team..., Policy, Process Improvement, Program Management, Management, Benefits Administration, Time Management, Consulting
Education
Loyola Marymount University, College of Business Administration 1991 — 1994
Master of Business Administration (M.B.A.), Finance and Financial Management Services
UCLA 1981 — 1986
Bachelor of Science, Applied Mathematics
San Francisco State University 2007 — 2009
Certificate, Core Strengths Coaching: Positive Psychology
Rikki (Gray) Hatara's Charles Schwab and Co., Inc. Experience April 2011 - October 2012
Job Quality Assurance Analyst at JPMorgan Chase & Co.
Industry Financial Services
Experience
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
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
Roxanne Ruiz's Charles Schwab and Co., Inc. Experience September 2014 - Present
Job Managing Director Employee Relations
Industry Financial Services
Experience
Charles Schwab and Co., Inc September 2014 - Present
Charles Schwab and Co., Inc June 2012 - Present
Charles Schwab and Co., Inc August 2008 - June 2012
Charles Schwab and Co., Inc September 2006 - August 2008
Countrywide Home Loans December 2005 - September 2006
FedEx Express September 1999 - December 2005
Skills
Employee Relations, Human Resources, Change Management, Performance Management, Talent Acquisition, Training Delivery, Workplace Investigation, Employee Engagement, Gallup Strengths, StrengthsFinder, HR Policies, PeopleSoft, Microsoft Office, Microsoft Excel, Microsoft Word
Education
Keller Graduate School of Management Phoenix AZ 1994 — 1999
Master of Business Administration (M.B.A.)
Arizona State University
Bachelor of Business Management
Charles Schwab and Co., Inc September 2014 - Present
Charles Schwab and Co., Inc June 2012 - Present
Charles Schwab and Co., Inc August 2008 - June 2012
Charles Schwab and Co., Inc September 2006 - August 2008
Countrywide Home Loans December 2005 - September 2006
FedEx Express September 1999 - December 2005
Skills
Employee Relations, Human Resources, Change Management, Performance Management, Talent Acquisition, Training Delivery, Workplace Investigation, Employee Engagement, Gallup Strengths, StrengthsFinder, HR Policies, PeopleSoft, Microsoft Office, Microsoft Excel, Microsoft Word
Education
Keller Graduate School of Management Phoenix AZ 1994 — 1999
Master of Business Administration (M.B.A.)
Arizona State University
Bachelor of Business Management
Heather Portnoy's Charles Schwab and Co., Inc. Experience 1995 - 2003
Job Independent Brand Partner at Nerium International
Industry Marketing and Advertising
Experience
Nerium International February 2015 - Present
AFM Media March 2014 - Present
Cheer Coach & Advisor and Recreational Cheerleading Magazines June 2008 - March 2014
Independent Marketing & PR Consultant 2003 - 2007
Charles Schwab and Co., Inc. 1995 - 2003
Skills
Marketing, Public Relations, Integrated Marketing, Leadership, Publishing, Event Management, Event Planning, Lead Generation, Entrepreneurship, Business Development, Time Management, Retail, Strategic Communications, Sales, Program Management, Social Media, Public Speaking, Customer Service, Social Media Marketing, Sales Management, Coaching, Magazines
Education
Indiana University Bloomington 1991 — 1995
BA, Business
Nerium International February 2015 - Present
AFM Media March 2014 - Present
Cheer Coach & Advisor and Recreational Cheerleading Magazines June 2008 - March 2014
Independent Marketing & PR Consultant 2003 - 2007
Charles Schwab and Co., Inc. 1995 - 2003
Skills
Marketing, Public Relations, Integrated Marketing, Leadership, Publishing, Event Management, Event Planning, Lead Generation, Entrepreneurship, Business Development, Time Management, Retail, Strategic Communications, Sales, Program Management, Social Media, Public Speaking, Customer Service, Social Media Marketing, Sales Management, Coaching, Magazines
Education
Indiana University Bloomington 1991 — 1995
BA, Business
Mary Leet Mary Leet's Charles Schwab and Co., Inc. Experience May 1992 - January 2000
Job Educator
Industry Education Management
Experience
Terese's Montessori for Toddlers November 2006 - Present
Charles Schwab and Co., Inc May 1992 - January 2000
M.L Stern & Co., Inc. October 1986 - April 1992
Skills
Public Speaking, Grants, Investments, Marketing Strategy, Sales, New Business Development, Liaison, Customer Service, Management, Microsoft Excel, Teaching, Event Planning
Education
University of California, Santa Barbara 1982 — 1986
BA, Communication Studies
Terese's Montessori for Toddlers November 2006 - Present
Charles Schwab and Co., Inc May 1992 - January 2000
M.L Stern & Co., Inc. October 1986 - April 1992
Skills
Public Speaking, Grants, Investments, Marketing Strategy, Sales, New Business Development, Liaison, Customer Service, Management, Microsoft Excel, Teaching, Event Planning
Education
University of California, Santa Barbara 1982 — 1986
BA, Communication Studies
Michael Cacini's Charles Schwab and Co., Inc. Experience 2000 - 2001
Job Front Office Supervisor at Marriott Lincolnshire Resort
Industry Hospitality
Experience
Marriott International July 2011 - Present
Marriott Lincolnshire Resort October 2010 - July 2011
Verizon Wireless 2007 - 2010
Schaumburg Toyota 2005 - 2006
Play Ball USA 2002 - 2005
Team Verdone, Exclusive Auto 2001 - 2001
CHARLES SCHWAB AND CO., INC 2000 - 2001
Skills
Creative Problem Solving, Hospitality, Customer Satisfaction, Direct Sales, Retail Management
Education
Arizona State University
Bachelor in Science, Economics
University of Illinois at Urbana-Champaign
Electrical Engineering
Marriott International July 2011 - Present
Marriott Lincolnshire Resort October 2010 - July 2011
Verizon Wireless 2007 - 2010
Schaumburg Toyota 2005 - 2006
Play Ball USA 2002 - 2005
Team Verdone, Exclusive Auto 2001 - 2001
CHARLES SCHWAB AND CO., INC 2000 - 2001
Skills
Creative Problem Solving, Hospitality, Customer Satisfaction, Direct Sales, Retail Management
Education
Arizona State University
Bachelor in Science, Economics
University of Illinois at Urbana-Champaign
Electrical Engineering
JoAnn Whitmore's Charles Schwab and Co., Inc. Experience January 1999 - September 2001
Job Insurance Agent at GEICO
Industry Insurance
Experience
GEICO March 2012 - Present
University of Iowa Community Credit Union November 2010 - March 2012
Indian Hills Community College November 2009 - December 2010
Wells Fargo Home Mortgage January 2008 - June 2009
Wells Fargo July 2003 - June 2009
Wells Fargo Financial June 2007 - December 2007
Wells Fargo Home Mortgage July 2003 - May 2007
JS Express August 2002 - June 2003
Charles Schwab and Co., Inc. January 1999 - September 2001
IBM Global Services January 1994 - January 1998
Skills
Banking, Analysis, Research, Pricing, Mortgage
Education
Indian Hills Community College 1993 — 2012
Finance and Accounting
International Technological University 1981 — 1992
Certificate, Computer Programming
California State University 1983 — 1985
Bachelor of Science, Business Administration
GEICO March 2012 - Present
University of Iowa Community Credit Union November 2010 - March 2012
Indian Hills Community College November 2009 - December 2010
Wells Fargo Home Mortgage January 2008 - June 2009
Wells Fargo July 2003 - June 2009
Wells Fargo Financial June 2007 - December 2007
Wells Fargo Home Mortgage July 2003 - May 2007
JS Express August 2002 - June 2003
Charles Schwab and Co., Inc. January 1999 - September 2001
IBM Global Services January 1994 - January 1998
Skills
Banking, Analysis, Research, Pricing, Mortgage
Education
Indian Hills Community College 1993 — 2012
Finance and Accounting
International Technological University 1981 — 1992
Certificate, Computer Programming
California State University 1983 — 1985
Bachelor of Science, Business Administration
Matthew Billitti, CFP®'s Charles Schwab and Co., Inc. Experience January 1998 - Present
Job Vice President Branch Manager at Charles Schwab at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2014 - Present
Charles Schwab and Co., Inc. January 1998 - Present
Skills
Risk Management, Financial pl, Personal Financial..., Asset Allocation, Finance, Series 63, Investments, Portfolio Management, Wealth Management, Mutual Funds, Financial Services, Retirement Planning, Financial Planning, Series 7, Leadership
Education
Arizona State University 1993 — 1996
Charles Schwab November 2014 - Present
Charles Schwab and Co., Inc. January 1998 - Present
Skills
Risk Management, Financial pl, Personal Financial..., Asset Allocation, Finance, Series 63, Investments, Portfolio Management, Wealth Management, Mutual Funds, Financial Services, Retirement Planning, Financial Planning, Series 7, Leadership
Education
Arizona State University 1993 — 1996
Noel Ferlen's Charles Schwab and Co., Inc. Experience June 2006 - November 2012
Job CFA, CFP®
Industry Financial Services
Experience
Schwab Private Client Investment Advisory, Inc. December 2012 - Present
Charles Schwab and Co., Inc. June 2006 - November 2012
Charles Schwab and Co., Inc. May 2002 - June 2006
Education
Arizona State University
Bachelor of Science (B.S.), Finance
Schwab Private Client Investment Advisory, Inc. December 2012 - Present
Charles Schwab and Co., Inc. June 2006 - November 2012
Charles Schwab and Co., Inc. May 2002 - June 2006
Education
Arizona State University
Bachelor of Science (B.S.), Finance
Kevin Ley's Charles Schwab and Co., Inc. Experience 2014 - 2015
Job Editor/Copyeditor at Argyle Executive Forum
Industry Writing and Editing
Experience
Argyle Executive Forum June 2011 - Present
Impact Media Group - London April 2004 - Present
Charles Schwab and Co., Inc. 2014 - 2015
Private Equity Online September 2008 - May 2010
IAG Research July 2004 - January 2007
Stratfor.com August 2000 - February 2003
Bloomberg News January 1999 - January 2000
Education
The University of Texas at Austin 1995 — 1999
Bachelors Degree, Journalism
Argyle Executive Forum June 2011 - Present
Impact Media Group - London April 2004 - Present
Charles Schwab and Co., Inc. 2014 - 2015
Private Equity Online September 2008 - May 2010
IAG Research July 2004 - January 2007
Stratfor.com August 2000 - February 2003
Bloomberg News January 1999 - January 2000
Education
The University of Texas at Austin 1995 — 1999
Bachelors Degree, Journalism
Anton Dixon's Charles Schwab and Co., Inc. Experience November 2005 - November 2009
Job Support Services Specialist at Cision
Industry Nonprofit Organization Management
Experience
Cision November 2012 - Present
Homeboys Foundation 2007 - December 2012
The Dixon Group February 2010 - November 2012
Charles Schwab and Co., Inc. November 2005 - November 2009
Eloan Inc. May 2004 - December 2004
ATM Travel March 2003 - May 2004
Charles Schwab and Co.,Inc. August 2000 - December 2002
First Bank (formerly Bank of San Francisco) September 1994 - August 2000
Skills
Portfolio Management, Business Development, Management, Entrepreneurship, Leadership, Project Management, Training, Team Building
Education
Indiana University of Pennsylvania 1989 — 1993
Bachelor of Arts, Political Science
Cision November 2012 - Present
Homeboys Foundation 2007 - December 2012
The Dixon Group February 2010 - November 2012
Charles Schwab and Co., Inc. November 2005 - November 2009
Eloan Inc. May 2004 - December 2004
ATM Travel March 2003 - May 2004
Charles Schwab and Co.,Inc. August 2000 - December 2002
First Bank (formerly Bank of San Francisco) September 1994 - August 2000
Skills
Portfolio Management, Business Development, Management, Entrepreneurship, Leadership, Project Management, Training, Team Building
Education
Indiana University of Pennsylvania 1989 — 1993
Bachelor of Arts, Political Science
Nathaniel Wilkinson's Charles Schwab and Co., Inc. Experience January 1991 - January 2000
Job Accounting Professional 1
Industry Accounting
Experience
CH2M Hill April 2015 - Present
Stepwise Utility Advisors June 2010 - May 2011
AURORA WATER July 2009 - April 2010
Charles Schwab and Co., Inc January 1991 - January 2000
U.S. Army September 1978 - January 1987
Skills
Studing for the CIA..., Top Secret Clearance..., Forecasting, Variance Analysis, Accounting, Financial Analysis, Budgets, Financial Accounting, Financial Reporting, Hyperion Enterprise, GAAP, General Ledger, Business Analysis, Strategic Financial..., Due Diligence, Strategy, Analysis, Leadership, Finance, Internal Audit, Strategic Planning, Management, Team Building, Microsoft Excel
Education
Colorado State University-Global Campus
Masters, Accounting and Finance, 3.81
Institute of Internal Auditors 2011 — 2012
Certification, Auditing
Colorado State University-Global Campus 2009 — 2011
Bachelor of Science (B.S.), Accounting, 3.85
Brigham Young University - Idaho
Finance & History
CH2M Hill April 2015 - Present
Stepwise Utility Advisors June 2010 - May 2011
AURORA WATER July 2009 - April 2010
Charles Schwab and Co., Inc January 1991 - January 2000
U.S. Army September 1978 - January 1987
Skills
Studing for the CIA..., Top Secret Clearance..., Forecasting, Variance Analysis, Accounting, Financial Analysis, Budgets, Financial Accounting, Financial Reporting, Hyperion Enterprise, GAAP, General Ledger, Business Analysis, Strategic Financial..., Due Diligence, Strategy, Analysis, Leadership, Finance, Internal Audit, Strategic Planning, Management, Team Building, Microsoft Excel
Education
Colorado State University-Global Campus
Masters, Accounting and Finance, 3.81
Institute of Internal Auditors 2011 — 2012
Certification, Auditing
Colorado State University-Global Campus 2009 — 2011
Bachelor of Science (B.S.), Accounting, 3.85
Brigham Young University - Idaho
Finance & History
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY