Charles Schwab Corporation
Industry: Financial services company
DescriptionThe Charles Schwab Corporation is a bank and brokerage firm, based in San Francisco, California. It was founded in 1971 by Charles R. Schwab and is one of the largest banks in the United States as well as one of the largest brokerage firms in the United States. Customer service: 1 (866) 855-9102 Headquarters: San Francisco, CA Founded: 1971, California CEO: Walter W Bettinger II
Charles Schwab Corporation List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Charles Schwab Corporation. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Charles Schwab Corporation Employees
Employee
Years
Job
Industry
Lita (Benton) Anderson, MBA Lita (Benton) Anderson, MBA's Charles Schwab Corporation Experience October 1995 - November 2002
Job Corporate Development Officer at Habitat for Humanity Greater San Francisco
Industry Nonprofit Organization Management
Experience
Habitat for Humanity Greater San Francisco July 2014 - Present
US Tennis Association April 2008 - April 2014
Berkeley Heartlab and the National Economic Development & Law Center August 2005 - September 2008
American Red Cross December 2002 - August 2005
Charles Schwab Corporation October 1995 - November 2002
Raphael House 2000 - 2002
Raphael House 2000 - 2002
American Express June 1985 - June 1995
Skills
Fundraising, Leadership Development, Non-profits, Event Planning, Grant Writing, Nonprofits, Research, Recruiting, Leadership, Training, Staff Development, Community Outreach, Public Relations, Strategic Planning, Volunteer Management, Grants, Community Development, Social Media, Team Building, Event Management, Public Speaking, Philanthropy, Project Planning, Marketing, Human Resources, Sponsorship, Management, Program Management, Internal Communications, Strategy, Customer Service
Education
Pace University - Lubin School of Business 1986 — 1991
MBA, Marketing and Management
Rutgers University-New Brunswick 1981 — 1985
B.A., Spanish
Boston College 2003 — 2003
Certification, Community Relations, Philanthropy and Effective Grant Proposal Writing
CFRE International
CFRE, Certified Fundraising Executive
Habitat for Humanity Greater San Francisco July 2014 - Present
US Tennis Association April 2008 - April 2014
Berkeley Heartlab and the National Economic Development & Law Center August 2005 - September 2008
American Red Cross December 2002 - August 2005
Charles Schwab Corporation October 1995 - November 2002
Raphael House 2000 - 2002
Raphael House 2000 - 2002
American Express June 1985 - June 1995
Skills
Fundraising, Leadership Development, Non-profits, Event Planning, Grant Writing, Nonprofits, Research, Recruiting, Leadership, Training, Staff Development, Community Outreach, Public Relations, Strategic Planning, Volunteer Management, Grants, Community Development, Social Media, Team Building, Event Management, Public Speaking, Philanthropy, Project Planning, Marketing, Human Resources, Sponsorship, Management, Program Management, Internal Communications, Strategy, Customer Service
Education
Pace University - Lubin School of Business 1986 — 1991
MBA, Marketing and Management
Rutgers University-New Brunswick 1981 — 1985
B.A., Spanish
Boston College 2003 — 2003
Certification, Community Relations, Philanthropy and Effective Grant Proposal Writing
CFRE International
CFRE, Certified Fundraising Executive
Billy Gilbert Billy Gilbert's Charles Schwab Corporation Experience April 2006 - April 2010
Job Senior Manager at Applied Micro Circuits Corporation
Industry Financial Services
Experience
Applied Micro Circuits Corporation July 2010 - Present
Charles Schwab Corporation April 2006 - April 2010
The Climate Corporation August 2000 - January 2006
Skills
Financial Analysis, Valuation, Portfolio Management, Market Research, Feasibilty Studies, Strategic planning, Condos
Education
UCLA Anderson School of Management 1985 — 1987
MBA
Stanford University Graduate School of Business 1980 — 1984
BA, Economics
Applied Micro Circuits Corporation July 2010 - Present
Charles Schwab Corporation April 2006 - April 2010
The Climate Corporation August 2000 - January 2006
Skills
Financial Analysis, Valuation, Portfolio Management, Market Research, Feasibilty Studies, Strategic planning, Condos
Education
UCLA Anderson School of Management 1985 — 1987
MBA
Stanford University Graduate School of Business 1980 — 1984
BA, Economics
Froilan Umel Froilan Umel's Charles Schwab Corporation Experience April 1999 - May 2000
Job
Industry Information Technology and Services
Experience
Glassdoor.com February 2012 - Present
One Kings Lane May 2010 - January 2012
Jigsaw Data Corporation September 2007 - May 2010
AMERICAN HONDA MOTOR CO., INC March 2004 - April 2006
AMERICAN HONDA MOTOR CO., INC May 2000 - May 2004
AMERICAN HONDA MOTOR CO., INC August 2002 - November 2002
CHARLES SCHWAB CORPORATION April 1999 - May 2000
Skills
PHP, Business Intelligence, jQuery, JavaScript, MySQL, Microsoft SQL Server, Java, SQL, Data Warehousing, Software Development, Agile Methodologies, Business Objects, Business Analysis, Project Management, Visio, Analytics, MS Project, Databases, Oracle, Enterprise Software, Integration, Enterprise Architecture, Testing
Education
California State Polytechnic University-Pomona 1995 — 1999
Bachelor of Science
Glassdoor.com February 2012 - Present
One Kings Lane May 2010 - January 2012
Jigsaw Data Corporation September 2007 - May 2010
AMERICAN HONDA MOTOR CO., INC March 2004 - April 2006
AMERICAN HONDA MOTOR CO., INC May 2000 - May 2004
AMERICAN HONDA MOTOR CO., INC August 2002 - November 2002
CHARLES SCHWAB CORPORATION April 1999 - May 2000
Skills
PHP, Business Intelligence, jQuery, JavaScript, MySQL, Microsoft SQL Server, Java, SQL, Data Warehousing, Software Development, Agile Methodologies, Business Objects, Business Analysis, Project Management, Visio, Analytics, MS Project, Databases, Oracle, Enterprise Software, Integration, Enterprise Architecture, Testing
Education
California State Polytechnic University-Pomona 1995 — 1999
Bachelor of Science
Chetan Karkhanis Chetan Karkhanis's Charles Schwab Corporation Experience June 2002 - January 2005
Job Franklin Templeton
Industry Financial Services
Experience
Franklin Templeton Investments June 2014 - Present
JPMorgan Asset Management March 2011 - June 2014
Moody's Corporation March 2006 - March 2011
Morgan Stanley January 2005 - March 2006
Charles Schwab Corporation June 2002 - January 2005
Robertson Stephens May 1999 - November 2001
Robertson Stephens June 1998 - May 1999
Skills
Strategic Consulting, Equity Research, Financial Modeling, Valuation, Asset Management, Asset Managment, Financial Analysis, Strategy, Mergers, Risk Management, Finance, Corporate Development, Acquisition Integration, Investments, Business Strategy, Competitive Analysis, Mergers & Acquisitions, Investment Banking, Financial Services, Due Diligence
Education
Stanford University 1994 — 1998
BA
Stanford University 1997 — 1998
MS
Jakarta International School 1987 — 1994
Franklin Templeton Investments June 2014 - Present
JPMorgan Asset Management March 2011 - June 2014
Moody's Corporation March 2006 - March 2011
Morgan Stanley January 2005 - March 2006
Charles Schwab Corporation June 2002 - January 2005
Robertson Stephens May 1999 - November 2001
Robertson Stephens June 1998 - May 1999
Skills
Strategic Consulting, Equity Research, Financial Modeling, Valuation, Asset Management, Asset Managment, Financial Analysis, Strategy, Mergers, Risk Management, Finance, Corporate Development, Acquisition Integration, Investments, Business Strategy, Competitive Analysis, Mergers & Acquisitions, Investment Banking, Financial Services, Due Diligence
Education
Stanford University 1994 — 1998
BA
Stanford University 1997 — 1998
MS
Jakarta International School 1987 — 1994
Blake Young's Charles Schwab Corporation Experience August 2010 - March 2012
Job Project Manager, Technology Innovations at Apple
Industry Internet
Experience
Apple October 2014 - Present
eBay, Inc. March 2012 - October 2014
Charles Schwab Corporation August 2010 - March 2012
Charles Schwab April 2008 - August 2010
Skills
Analytics, E-commerce, Program Management, Cross-functional Team..., Process Improvement, Business Analysis, Project Management, Relationship Management, Supply Chain Management, Logistics, Business Process, Product Management, Strategy, CRM, Vendor Management, Start-ups, Leadership, Management, Analysis
Education
Southern Oregon University 2002 — 2006
B.S., Marketing/Cultural Diversity
Sonoma Valley Academy 1996 — 2000
Apple October 2014 - Present
eBay, Inc. March 2012 - October 2014
Charles Schwab Corporation August 2010 - March 2012
Charles Schwab April 2008 - August 2010
Skills
Analytics, E-commerce, Program Management, Cross-functional Team..., Process Improvement, Business Analysis, Project Management, Relationship Management, Supply Chain Management, Logistics, Business Process, Product Management, Strategy, CRM, Vendor Management, Start-ups, Leadership, Management, Analysis
Education
Southern Oregon University 2002 — 2006
B.S., Marketing/Cultural Diversity
Sonoma Valley Academy 1996 — 2000
Craig McGlinchey Craig McGlinchey's Charles Schwab Corporation Experience January 1995 - January 1997
Job Operations Controller at PACCAR
Industry Transportation/Trucking/Railroad
Experience
PACCAR November 2010 - Present
Hanford challenge 2011 - 2014
Russell Investments largest global division September 2007 - November 2010
Wachovia Securities April 2004 - September 2007
GE Capital: GE Financial Assurance July 1999 - April 2004
GE Capital: GE Financial Assurance January 1997 - July 1999
Charles Schwab Corporation January 1995 - January 1997
Charles Schwab Corporation January 1995 - January 1997
San Francisco Federal Savings and Loan January 1994 - January 1995
San Francisco Federal Savings & Loan January 1994 - January 1995
Skills
Strategic Financial..., Accounting, SEC filings, Cost Accounting, Consolidation, Risk Management, Organizational..., Joint Ventures, Customer Profitability, System Design, Financial Analysis, Financial Reporting, Strategy, Forecasting
Education
Seattle University 2010 — 2011
Masters
University of Southern California 1986 — 1988
BS
PACCAR November 2010 - Present
Hanford challenge 2011 - 2014
Russell Investments largest global division September 2007 - November 2010
Wachovia Securities April 2004 - September 2007
GE Capital: GE Financial Assurance July 1999 - April 2004
GE Capital: GE Financial Assurance January 1997 - July 1999
Charles Schwab Corporation January 1995 - January 1997
Charles Schwab Corporation January 1995 - January 1997
San Francisco Federal Savings and Loan January 1994 - January 1995
San Francisco Federal Savings & Loan January 1994 - January 1995
Skills
Strategic Financial..., Accounting, SEC filings, Cost Accounting, Consolidation, Risk Management, Organizational..., Joint Ventures, Customer Profitability, System Design, Financial Analysis, Financial Reporting, Strategy, Forecasting
Education
Seattle University 2010 — 2011
Masters
University of Southern California 1986 — 1988
BS
Lawrence Wollin Lawrence Wollin's Charles Schwab Corporation Experience 1996 - 2002
Job Business Development Specialist, The Wharton School, University of Pennsylvania
Industry Financial Services
Experience
The Wharton School, University of Pennsylvania April 2011 - Present
Chocolart January 2005 - Present
Morgan Stanley June 2004 - December 2007
Charles Schwab Corporation 1996 - 2002
Skills
New Business Development, Fund Raising, Wealth Management, Philanthropy, Asset Management, Portfolio Management, Marketing Strategy, Financial Advisor, Financial Planning, Due Diligence, Investments, Strategic Financial..., Equities, Strategy, Financial Modeling, Financial Analysis, B2B, Corporate Development, Business Development, Sales, Management, International Business, Strategic Planning, Valuation, Start-ups, Marketing, Mergers & Acquisitions, Venture Capital, Business Planning, Leadership, Entrepreneurship, Finance, Private Equity, Business Strategy, Financial Services, Alternative Investments
Education
Cornell University
B.S., Economics
University of Pennsylvania - The Wharton School
MBA, Finance, General
The Wharton School, University of Pennsylvania April 2011 - Present
Chocolart January 2005 - Present
Morgan Stanley June 2004 - December 2007
Charles Schwab Corporation 1996 - 2002
Skills
New Business Development, Fund Raising, Wealth Management, Philanthropy, Asset Management, Portfolio Management, Marketing Strategy, Financial Advisor, Financial Planning, Due Diligence, Investments, Strategic Financial..., Equities, Strategy, Financial Modeling, Financial Analysis, B2B, Corporate Development, Business Development, Sales, Management, International Business, Strategic Planning, Valuation, Start-ups, Marketing, Mergers & Acquisitions, Venture Capital, Business Planning, Leadership, Entrepreneurship, Finance, Private Equity, Business Strategy, Financial Services, Alternative Investments
Education
Cornell University
B.S., Economics
University of Pennsylvania - The Wharton School
MBA, Finance, General
Stephanie Liu's Charles Schwab Corporation Experience 2000 - 2005
Job Program Manager at eBayPayPal Payments & Settlements PMO
Industry Financial Services
Experience
Apple 2011 - Present
eBay-PayPal 2007 - 2011
Taiwan Semiconductor Manufacturing Company (TSMC) 2006 - 2006
Charles Schwab Corporation 2000 - 2005
Sun Microsystems 1999 - 2000
Skills
Product Management, PMO, Cross-functional Team..., Payments, User Experience, Program Management, E-commerce, Management, Project Management, Agile Methodologies, Quality Assurance, Project Planning, Banking, Start-ups
Education
Stanford University
M.S, Management Science and Engineering
University of California, Berkeley
B.A, Economics, (Computer Science Studies in the lower division)
Apple 2011 - Present
eBay-PayPal 2007 - 2011
Taiwan Semiconductor Manufacturing Company (TSMC) 2006 - 2006
Charles Schwab Corporation 2000 - 2005
Sun Microsystems 1999 - 2000
Skills
Product Management, PMO, Cross-functional Team..., Payments, User Experience, Program Management, E-commerce, Management, Project Management, Agile Methodologies, Quality Assurance, Project Planning, Banking, Start-ups
Education
Stanford University
M.S, Management Science and Engineering
University of California, Berkeley
B.A, Economics, (Computer Science Studies in the lower division)
Peter Couch Peter Couch's Charles Schwab Corporation Experience May 2004 - May 2008
Job Health Care Professional
Industry Hospital & Health Care
Experience
King's Daughters Medical Center April 2013 - August 2014
OhioHealth January 2011 - April 2013
Charles Schwab Corporation May 2004 - May 2008
Skills
Financial Modeling, Budgets, Finance, Financial Analysis, Variance Analysis, New Business Development, Leadership, Financial Reporting, Management, Forecasting, Strategy, Strategic Planning, Accounting, Healthcare, Process Improvement, Managerial Finance, Internal Audit, Analysis, Healthcare Management, Data Analysis, Team Building
Education
The University of Akron 2008 — 2010
MBA, Finance
University of Mount Union 1999 — 2003
BS, Business Administration
King's Daughters Medical Center April 2013 - August 2014
OhioHealth January 2011 - April 2013
Charles Schwab Corporation May 2004 - May 2008
Skills
Financial Modeling, Budgets, Finance, Financial Analysis, Variance Analysis, New Business Development, Leadership, Financial Reporting, Management, Forecasting, Strategy, Strategic Planning, Accounting, Healthcare, Process Improvement, Managerial Finance, Internal Audit, Analysis, Healthcare Management, Data Analysis, Team Building
Education
The University of Akron 2008 — 2010
MBA, Finance
University of Mount Union 1999 — 2003
BS, Business Administration
William McCoy's Charles Schwab Corporation Experience 1990 - 1993
Job Senior Vice President, Chief Strategy Officer Financial Services
Industry Financial Services
Experience
U.S. Bank 2012 - 2015
Candent LLC 2007 - 2012
IRON Financial LLC 2009 - 2011
Oracle Corporation 2007 - 2009
ADP Brokerage Services 2006 - 2007
Credit Suisse First Boston 1998 - 2006
Booz Allen Hamilton 1995 - 1998
Deloitte Management Consulting June 1994 - September 1994
Charles Schwab Corporation 1990 - 1993
First Interstate Bancorp (now Wells Fargo) 1987 - 1990
Skills
Strategy, Mergers & Acquisitions, Investments, Strategic Planning, Business Development, Wealth Management, Corporate Development, Corporate Finance, Financial Services, Business Strategy, Mergers, Leadership, Banking, Performance Management, New Business Development, Management, Executive Management, CRM, Marketing Strategy, Investment Banking, Capital Markets, Financial Modeling, Portfolio Management, Management Consulting, Post Merger Integration, Turnarounds, Series 65, Acquisition Integration, Start-ups, Turn Around Management, Hedge Funds, Venture Capital, Private Equity, Emerging Markets, Due Diligence, Consulting, Strategic Consulting, Strategic Partnerships, Finance, Valuation, Risk Management
Education
University of Pennsylvania - The Wharton School
MBA
University of Southern California - Marshall School of Business
BS, Cum Laude
U.S. Bank 2012 - 2015
Candent LLC 2007 - 2012
IRON Financial LLC 2009 - 2011
Oracle Corporation 2007 - 2009
ADP Brokerage Services 2006 - 2007
Credit Suisse First Boston 1998 - 2006
Booz Allen Hamilton 1995 - 1998
Deloitte Management Consulting June 1994 - September 1994
Charles Schwab Corporation 1990 - 1993
First Interstate Bancorp (now Wells Fargo) 1987 - 1990
Skills
Strategy, Mergers & Acquisitions, Investments, Strategic Planning, Business Development, Wealth Management, Corporate Development, Corporate Finance, Financial Services, Business Strategy, Mergers, Leadership, Banking, Performance Management, New Business Development, Management, Executive Management, CRM, Marketing Strategy, Investment Banking, Capital Markets, Financial Modeling, Portfolio Management, Management Consulting, Post Merger Integration, Turnarounds, Series 65, Acquisition Integration, Start-ups, Turn Around Management, Hedge Funds, Venture Capital, Private Equity, Emerging Markets, Due Diligence, Consulting, Strategic Consulting, Strategic Partnerships, Finance, Valuation, Risk Management
Education
University of Pennsylvania - The Wharton School
MBA
University of Southern California - Marshall School of Business
BS, Cum Laude
Devin McKinney's Charles Schwab Corporation Experience April 2006 - April 2007
Job Founder & VP of Marketing at HashtagSell
Industry Internet
Experience
HashtagSell May 2014 - Present
Active Business Network February 2010 - September 2014
FirstStep-Marketing.com October 2008 - September 2009
Wells Fargo May 2007 - June 2008
Charles Schwab Corporation April 2006 - April 2007
Green Array Corporation August 2004 - March 2006
VBlue International August 2000 - August 2003
SoftBook Press February 1998 - May 2000
Virtual Press 1997 - 1998
Virtual Blueprint April 1992 - December 1997
Skills
SEO, SEM, Copywriting, Web Design, Website Development, Product Management, Product Marketing, Product Launch, Public Speaking, New Business Development, Sales Operations, Integrated Marketing, Start-ups, Marketing, SaaS, Advertising, Leadership, Management, Project Management, Training, Executive Coaching, Business Coaching, Life Coaching, Technical Training, Strategic Partnerships, Lead Generation, E-commerce, Go-to-market Strategy, Strategy, Mobile Devices, Entrepreneurship
Education
San Francisco State University 1983 — 1984
MBA, Finance
University of California, Berkeley 1977 — 1979
Miramonte 1974 — 1977
University of San Francisco
University of San Francisco
HashtagSell May 2014 - Present
Active Business Network February 2010 - September 2014
FirstStep-Marketing.com October 2008 - September 2009
Wells Fargo May 2007 - June 2008
Charles Schwab Corporation April 2006 - April 2007
Green Array Corporation August 2004 - March 2006
VBlue International August 2000 - August 2003
SoftBook Press February 1998 - May 2000
Virtual Press 1997 - 1998
Virtual Blueprint April 1992 - December 1997
Skills
SEO, SEM, Copywriting, Web Design, Website Development, Product Management, Product Marketing, Product Launch, Public Speaking, New Business Development, Sales Operations, Integrated Marketing, Start-ups, Marketing, SaaS, Advertising, Leadership, Management, Project Management, Training, Executive Coaching, Business Coaching, Life Coaching, Technical Training, Strategic Partnerships, Lead Generation, E-commerce, Go-to-market Strategy, Strategy, Mobile Devices, Entrepreneurship
Education
San Francisco State University 1983 — 1984
MBA, Finance
University of California, Berkeley 1977 — 1979
Miramonte 1974 — 1977
University of San Francisco
University of San Francisco
Jim Conning Jim Conning's Charles Schwab Corporation Experience September 2000 - October 2003
Job SVP Engineering at Dictionary.com
Industry Computer Software
Experience
Dictionary.com October 2010 - Present
Scribd November 2009 - September 2010
Piczo, Inc. October 2003 - May 2009
Charles Schwab Corporation September 2000 - October 2003
PassPoints.com May 1999 - September 2000
Oracle Corporation April 1997 - April 1999
CMP Media November 1996 - March 1997
Tele Atlas (formerly Etak) May 1995 - November 1996
Applied Materials February 1995 - May 1995
NAVTEQ March 1992 - January 1995
Skills
Databases, Agile Methodologies, Start-ups, Integration, Software Development, AJAX, Quality Assurance, Product Management, Scalability, Web Applications, Mobile Devices, Software Engineering, Business Intelligence, Scalable Web..., MySQL, Technical Recruiting, Management, Technical Leadership, User Experience, Entrepreneurship, Outsourcing Management, Architectural Design, Product Development
Education
University of California, Davis 1984 — 1989
B.S., Science, Software Development, Geography
Dictionary.com October 2010 - Present
Scribd November 2009 - September 2010
Piczo, Inc. October 2003 - May 2009
Charles Schwab Corporation September 2000 - October 2003
PassPoints.com May 1999 - September 2000
Oracle Corporation April 1997 - April 1999
CMP Media November 1996 - March 1997
Tele Atlas (formerly Etak) May 1995 - November 1996
Applied Materials February 1995 - May 1995
NAVTEQ March 1992 - January 1995
Skills
Databases, Agile Methodologies, Start-ups, Integration, Software Development, AJAX, Quality Assurance, Product Management, Scalability, Web Applications, Mobile Devices, Software Engineering, Business Intelligence, Scalable Web..., MySQL, Technical Recruiting, Management, Technical Leadership, User Experience, Entrepreneurship, Outsourcing Management, Architectural Design, Product Development
Education
University of California, Davis 1984 — 1989
B.S., Science, Software Development, Geography
Lea Lowry's Charles Schwab Corporation Experience January 1990 - October 2004
Job
Industry Hospital & Health Care
Experience
Community Physician Network (Community Health Network) May 2012 - Present
St. Vincent Medical Group April 2011 - May 2012
LifeMasters Supported Self Care, Inc March 2006 - August 2009
Conseco Insurance, Inc February 2005 - March 2006
Conseco 2005 - 2006
Charles Schwab Corporation January 1990 - October 2004
Skills
Employee Relations, Employee Benefits, Onboarding, Talent Acquisition, Performance Management, Coaching, Leadership Development, Human Resources
Education
Butler University - College of Business Administration 1991 — 1996
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Louisville 1983 — 1986
B.A., Economics
Community Physician Network (Community Health Network) May 2012 - Present
St. Vincent Medical Group April 2011 - May 2012
LifeMasters Supported Self Care, Inc March 2006 - August 2009
Conseco Insurance, Inc February 2005 - March 2006
Conseco 2005 - 2006
Charles Schwab Corporation January 1990 - October 2004
Skills
Employee Relations, Employee Benefits, Onboarding, Talent Acquisition, Performance Management, Coaching, Leadership Development, Human Resources
Education
Butler University - College of Business Administration 1991 — 1996
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Louisville 1983 — 1986
B.A., Economics
Scott Churchley Scott Churchley's Charles Schwab Corporation Experience July 1996 - September 1998
Job Vice President at Cresa
Industry Real Estate
Experience
Cresa April 2008 - Present
Liberty-Greenfield Real Estate Advisors 1998 - April 2008
Charles Schwab Corporation July 1996 - September 1998
Skills
Disposition, Tenant, Real Estate Transactions, Leases, Lease Administration, Negotiation, Business Strategy, Strategic Planning, Team Building, Real Estate Development, Tenant Representation, Brokerage, Property Management, Location Intelligence, Management, Real Estate, Project Management, Due Diligence, Corporate Real Estate, New Business Development, Landlords, Lease Negotiations, Business Development, Asset Management, Financial Analysis, Real Estate Economics, Contract Negotiation, Valuation, Commercial Real Estate, Investments, Facilities Management, Investment Properties, Land Acquisition, Shopping Centers, Relocation, Real Estate Financing, Market Analysis, Investors, Acquisitions, Property, Finance, Dispositions, Office Tenant...
Education
Colorado State University 1991 — 1994
BS, Real Estate & Finance & Economics
Cypress College 1990 — 1991
Business/Commerce, General
Cresa April 2008 - Present
Liberty-Greenfield Real Estate Advisors 1998 - April 2008
Charles Schwab Corporation July 1996 - September 1998
Skills
Disposition, Tenant, Real Estate Transactions, Leases, Lease Administration, Negotiation, Business Strategy, Strategic Planning, Team Building, Real Estate Development, Tenant Representation, Brokerage, Property Management, Location Intelligence, Management, Real Estate, Project Management, Due Diligence, Corporate Real Estate, New Business Development, Landlords, Lease Negotiations, Business Development, Asset Management, Financial Analysis, Real Estate Economics, Contract Negotiation, Valuation, Commercial Real Estate, Investments, Facilities Management, Investment Properties, Land Acquisition, Shopping Centers, Relocation, Real Estate Financing, Market Analysis, Investors, Acquisitions, Property, Finance, Dispositions, Office Tenant...
Education
Colorado State University 1991 — 1994
BS, Real Estate & Finance & Economics
Cypress College 1990 — 1991
Business/Commerce, General
Ana Berasategui Kimoto's Charles Schwab Corporation Experience March 2009 - May 2010
Job Managing Director of Accounting and Reporting at Charles Schwab
Industry Financial Services
Experience
Charles Schwab Bank, a subsidiary of The Charles Schwab Corporation May 2010 - Present
Charles Schwab Corporation March 2009 - May 2010
Charles Schwab Corporation April 1997 - February 2009
Cal Fed Bank June 1990 - April 1997
Skills
Accounting, Financial Reporting, Sarbanes-Oxley Act, Finance, SEC filings, Account Reconciliation, Variance Analysis, Internal Controls, Forecasting
Education
University of California, Berkeley, Haas School of Business 1986 — 1990
BS, Business, emphasis Accounting
Charles Schwab Bank, a subsidiary of The Charles Schwab Corporation May 2010 - Present
Charles Schwab Corporation March 2009 - May 2010
Charles Schwab Corporation April 1997 - February 2009
Cal Fed Bank June 1990 - April 1997
Skills
Accounting, Financial Reporting, Sarbanes-Oxley Act, Finance, SEC filings, Account Reconciliation, Variance Analysis, Internal Controls, Forecasting
Education
University of California, Berkeley, Haas School of Business 1986 — 1990
BS, Business, emphasis Accounting
Diana Mercurio Cunanan, CCP's Charles Schwab Corporation Experience March 1999 - September 2004
Job
Industry Human Resources
Experience
Pixar Animation Studios March 2015 - Present
Union Bank April 2012 - March 2015
Blue Shield of California March 2009 - April 2012
Visa Inc. January 2007 - March 2009
Visa Inc. December 2005 - December 2006
EMC Corporation February 2005 - November 2005
Kaiser Permanente September 2004 - February 2005
Charles Schwab Corporation March 1999 - September 2004
KPMG LLP November 1997 - March 1999
Wells Fargo Bank May 1993 - October 1997
Skills
Healthcare, Budgets, Training, Management, Program Management, Compensation Structure..., Onboarding, Applicant Tracking..., Compensation Structures, Human Resources, Process Improvement, Incentive Programs, Compensation & Benefit, Job Evaluation, HRIS, Recruiting, Leadership, Talent Acquisition, Employee Benefits, Employee Relations, Talent Management, Hiring
Education
California State University-Sacramento
BA
Pixar Animation Studios March 2015 - Present
Union Bank April 2012 - March 2015
Blue Shield of California March 2009 - April 2012
Visa Inc. January 2007 - March 2009
Visa Inc. December 2005 - December 2006
EMC Corporation February 2005 - November 2005
Kaiser Permanente September 2004 - February 2005
Charles Schwab Corporation March 1999 - September 2004
KPMG LLP November 1997 - March 1999
Wells Fargo Bank May 1993 - October 1997
Skills
Healthcare, Budgets, Training, Management, Program Management, Compensation Structure..., Onboarding, Applicant Tracking..., Compensation Structures, Human Resources, Process Improvement, Incentive Programs, Compensation & Benefit, Job Evaluation, HRIS, Recruiting, Leadership, Talent Acquisition, Employee Benefits, Employee Relations, Talent Management, Hiring
Education
California State University-Sacramento
BA
Jennifer Wrigley's Charles Schwab Corporation Experience October 2005 - September 2006
Job Senior IT Program/Project Manager
Industry Information Technology and Services
Experience
Pacific Gas and Electric Company February 2013 - November 2013
BC Hydro September 2011 - August 2012
Pacific Gas and Electric Company October 2009 - August 2011
Macys.com May 2008 - October 2009
Pacific Gas and Electric Company September 2006 - September 2007
Charles Schwab Corporation October 2005 - September 2006
Bureau of Automotive Repair (BAR) of California March 2004 - October 2005
Pacific Gas and Electric Company September 2002 - March 2005
Visual Preference, Inc. September 2001 - September 2002
Skills
SDLC, Process Improvement, Business Analysis, Project Management, Program Management
Education
University of Central Missouri
Bachelor of Science (B.S.), Computer Information Systems
Pacific Gas and Electric Company February 2013 - November 2013
BC Hydro September 2011 - August 2012
Pacific Gas and Electric Company October 2009 - August 2011
Macys.com May 2008 - October 2009
Pacific Gas and Electric Company September 2006 - September 2007
Charles Schwab Corporation October 2005 - September 2006
Bureau of Automotive Repair (BAR) of California March 2004 - October 2005
Pacific Gas and Electric Company September 2002 - March 2005
Visual Preference, Inc. September 2001 - September 2002
Skills
SDLC, Process Improvement, Business Analysis, Project Management, Program Management
Education
University of Central Missouri
Bachelor of Science (B.S.), Computer Information Systems
Bryan (B.Y.) Wells's Charles Schwab Corporation Experience March 1999 - April 2005
Job Wealth Strategies and Planning
Industry Financial Services
Experience
U S Bank Private Client Reserve June 2005 - June 2009
Pro Financial April 2003 - May 2005
Charles Schwab Corporation March 1999 - April 2005
Golden Coast Management Services September 1989 - March 1999
Golden Coast Management Services January 1989 - January 1999
Education
The American College 2003 — 2005
Certified Financial Planner, Personal Financial Planning
Brigham Young University 1984 — 1988
U S Bank Private Client Reserve June 2005 - June 2009
Pro Financial April 2003 - May 2005
Charles Schwab Corporation March 1999 - April 2005
Golden Coast Management Services September 1989 - March 1999
Golden Coast Management Services January 1989 - January 1999
Education
The American College 2003 — 2005
Certified Financial Planner, Personal Financial Planning
Brigham Young University 1984 — 1988
Eva Flaster's Charles Schwab Corporation Experience February 2004 - April 2010
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC December 2011 - Present
CHARLES SCHWAB CORPORATION February 2004 - April 2010
THE VANGUARD GROUP September 2002 - February 2004
Salomon Smith Barney January 1998 - January 2002
CAPITAL MARKET RISK ADVISORS, INC January 1994 - January 1998
Citicorp 1990 - 1994
CITIBANK, N.A. 1987 - 1989
CITIBANK, N.A. 1985 - 1987
Skills
Investments, Customer Relations, Banking, Retirement, Mutual Funds, Series 7, Wealth Management, Financial Planning, Securities
Education
Bronx H.S. of Science
City University of New York City College
BA, English
Columbia University, New York
Marketing, Management
Hunter College
MA Program, English Literature
New School, New York
MA Program, Urban Affairs & Policy Analysis
VALIC December 2011 - Present
CHARLES SCHWAB CORPORATION February 2004 - April 2010
THE VANGUARD GROUP September 2002 - February 2004
Salomon Smith Barney January 1998 - January 2002
CAPITAL MARKET RISK ADVISORS, INC January 1994 - January 1998
Citicorp 1990 - 1994
CITIBANK, N.A. 1987 - 1989
CITIBANK, N.A. 1985 - 1987
Skills
Investments, Customer Relations, Banking, Retirement, Mutual Funds, Series 7, Wealth Management, Financial Planning, Securities
Education
Bronx H.S. of Science
City University of New York City College
BA, English
Columbia University, New York
Marketing, Management
Hunter College
MA Program, English Literature
New School, New York
MA Program, Urban Affairs & Policy Analysis
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.