Charles Schwab Inc
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
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Charles Schwab Inc Employees
Employee
Years
Job
Industry
Richard McWilliams Richard McWilliams's Charles Schwab Inc Experience January 1996 - March 1999
Job Sweden, San Francisco,
Industry Utilities
Experience
Nutrend Energy January 2009 - Present
McWilliams Consulting AB, June 1989 - Present
mondoBIOTECH Holding AG February 2009 - 2011
United States Navy Space War Command March 2003 - June 2005
IMind Education Systems July 2000 - October 2002
McWilliams-Mailliard Technology Group Inc. April 1994 - June 1999
Charles Schwab Inc January 1996 - March 1999
Consultant to the City of San Francisco August 1996 - December 1998
IBM Almadin Research Cente May 1993 - July 1995
Skills
Mobile Payments, Clarity PPM, MongoDB 3.0, Agile Project Management, Business Intelligence, Software Development, Green Technology, Biogas, Project Management, CRM, Databases, Apache, Enterprise Software, Web Development, Marketing, Drupal, International Business, Leadership, WordPress, Joomla, Team Leadership, Web Applications, Salesforce.com, .NET, Oracle, Telecommunications, PHP, Microsoft SQL Server, Data Warehousing, ITIL Framework v2 and v3, E-Learning, Scrum, Agile Methodologies, Artificial Intelligence, Jasper Reports, Mobile Banking, Cyclos, Ecommerce, International..., JavaScript, * SQL Server *..., Integration, CA Clarity PPM, NodeJS, AngularJS,..., jQuery, Node.js, Sales Management
Education
Antioch University 1980 — 1984
Bachelor of Science (BS), Areo Space Engineering and Astro Mechanics
Antioch College 1980 — 1983
Bs, Engineering
Nutrend Energy January 2009 - Present
McWilliams Consulting AB, June 1989 - Present
mondoBIOTECH Holding AG February 2009 - 2011
United States Navy Space War Command March 2003 - June 2005
IMind Education Systems July 2000 - October 2002
McWilliams-Mailliard Technology Group Inc. April 1994 - June 1999
Charles Schwab Inc January 1996 - March 1999
Consultant to the City of San Francisco August 1996 - December 1998
IBM Almadin Research Cente May 1993 - July 1995
Skills
Mobile Payments, Clarity PPM, MongoDB 3.0, Agile Project Management, Business Intelligence, Software Development, Green Technology, Biogas, Project Management, CRM, Databases, Apache, Enterprise Software, Web Development, Marketing, Drupal, International Business, Leadership, WordPress, Joomla, Team Leadership, Web Applications, Salesforce.com, .NET, Oracle, Telecommunications, PHP, Microsoft SQL Server, Data Warehousing, ITIL Framework v2 and v3, E-Learning, Scrum, Agile Methodologies, Artificial Intelligence, Jasper Reports, Mobile Banking, Cyclos, Ecommerce, International..., JavaScript, * SQL Server *..., Integration, CA Clarity PPM, NodeJS, AngularJS,..., jQuery, Node.js, Sales Management
Education
Antioch University 1980 — 1984
Bachelor of Science (BS), Areo Space Engineering and Astro Mechanics
Antioch College 1980 — 1983
Bs, Engineering
Stan Adams Stan Adams's Charles Schwab Inc Experience 1996 - 1997
Job Strategic Accounts at Prolifics (formerly Arsin Corporation)
Industry Information Technology and Services
Experience
Prolifics (previously Arsin) June 2013 - Present
KIT digital, Inc May 2011 - October 2012
KickApps Corporation June 2009 - May 2011
The FeedRoom 2006 - 2009
ASCII Research 2000 - 2006
Xoriant Corp 1999 - 2000
Web TV 1998 - 1999
Motorola / Starfish 1997 - 1998
Charles Schwab Inc. 1996 - 1997
McAfee 1993 - 1996
Skills
Mobile Technology, PHP, SaaS, HTML, Competitive Analysis, Internet Strategy, Office Administration, Strategic Planning, Web 2.0, Web Video, Human Resources, NetSuite, Salesforce.com, Business Strategy, Business Development, Start-up Environment, Lead Generation, Analytics, Start-ups, Integration
Education
Grand Valley State University
Math/Sci (computers) / Humanities
Prolifics (previously Arsin) June 2013 - Present
KIT digital, Inc May 2011 - October 2012
KickApps Corporation June 2009 - May 2011
The FeedRoom 2006 - 2009
ASCII Research 2000 - 2006
Xoriant Corp 1999 - 2000
Web TV 1998 - 1999
Motorola / Starfish 1997 - 1998
Charles Schwab Inc. 1996 - 1997
McAfee 1993 - 1996
Skills
Mobile Technology, PHP, SaaS, HTML, Competitive Analysis, Internet Strategy, Office Administration, Strategic Planning, Web 2.0, Web Video, Human Resources, NetSuite, Salesforce.com, Business Strategy, Business Development, Start-up Environment, Lead Generation, Analytics, Start-ups, Integration
Education
Grand Valley State University
Math/Sci (computers) / Humanities
Sean Downey Sean Downey's Charles Schwab Inc Experience January 2000 - June 2001
Job Executive Director Global Clearing & Risk Policy at CME Group
Industry Financial Services
Experience
CME Group June 2015 - Present
CME Group February 2015 - June 2015
CME Group February 2013 - February 2015
CME Group January 2011 - February 2013
Dubai Mercantile Exchange August 2009 - January 2011
Mesirow Financial August 2006 - July 2009
Ulmer & Berne LLP November 2004 - June 2006
Charles Schwab Inc January 2000 - June 2001
Skills
Securities, Arbitration, Negotiation, Futures, Swaps, Regulatory Affairs, Corporate Law, Corporate Governance, Fixed Income, Capital Markets, Derivatives, Financial Markets, Finance, Options, Financial Services, Equities, Management, Hedge Funds, Financial Risk, Analysis, Risk Management, Commodity, FX Options, Investments
Education
The University of Chicago - Booth School of Business 2007 — 2013
M.B.A. Classes, Economics and Finance
Maurer School of Law-Indiana University 2001 — 2004
J.D, Law
Trinity College 2002 — 2002
Institute for the Study of Comparative Law
DePauw University 1995 — 1999
Bachelor of Arts, English Literature
CME Group June 2015 - Present
CME Group February 2015 - June 2015
CME Group February 2013 - February 2015
CME Group January 2011 - February 2013
Dubai Mercantile Exchange August 2009 - January 2011
Mesirow Financial August 2006 - July 2009
Ulmer & Berne LLP November 2004 - June 2006
Charles Schwab Inc January 2000 - June 2001
Skills
Securities, Arbitration, Negotiation, Futures, Swaps, Regulatory Affairs, Corporate Law, Corporate Governance, Fixed Income, Capital Markets, Derivatives, Financial Markets, Finance, Options, Financial Services, Equities, Management, Hedge Funds, Financial Risk, Analysis, Risk Management, Commodity, FX Options, Investments
Education
The University of Chicago - Booth School of Business 2007 — 2013
M.B.A. Classes, Economics and Finance
Maurer School of Law-Indiana University 2001 — 2004
J.D, Law
Trinity College 2002 — 2002
Institute for the Study of Comparative Law
DePauw University 1995 — 1999
Bachelor of Arts, English Literature
Jenny Haele Jenny Haele's Charles Schwab Inc Experience 2000 - 2002
Job Content Strategy and Development
Industry Internet
Experience
Cisco WebEx January 2012 - Present
Freelance 2002 - 2013
Venture School 2006 - 2012
Charles Schwab Inc. 2000 - 2002
Skills
Content Strategy, Lead Generation, Mobile Devices, Product Management, Strategic Partnerships, Analytics, CRM, Multi-channel Marketing, Mobile Applications, E-commerce, Demand Generation, Cross-functional Team..., SaaS, Go-to-market Strategy, Cloud Computing, Enterprise Software, Marketing Writing, Strategy, Web Content, Marketing
Education
The School of the Art Institute of Chicago
BFA, Art & Technology
The School of the Art Institute of Chicago
Art & Technology
Cisco WebEx January 2012 - Present
Freelance 2002 - 2013
Venture School 2006 - 2012
Charles Schwab Inc. 2000 - 2002
Skills
Content Strategy, Lead Generation, Mobile Devices, Product Management, Strategic Partnerships, Analytics, CRM, Multi-channel Marketing, Mobile Applications, E-commerce, Demand Generation, Cross-functional Team..., SaaS, Go-to-market Strategy, Cloud Computing, Enterprise Software, Marketing Writing, Strategy, Web Content, Marketing
Education
The School of the Art Institute of Chicago
BFA, Art & Technology
The School of the Art Institute of Chicago
Art & Technology
Carol Castaneda Carol Castaneda's Charles Schwab Inc Experience February 2000 - March 2001
Job AVP, Commercial Real Estate Loan Administration
Industry Banking
Experience
U.S. Bank March 2015 - Present
Bank of the West May 2014 - February 2015
U.S. Bank July 2010 - May 2014
Low Income Investment Fund February 2009 - July 2010
KeyBank Real Estate Capital April 2005 - December 2008
Bank of America, NA March 2001 - April 2005
Charles Schwab, Inc February 2000 - March 2001
Citi January 1992 - February 2000
Strategic Planner January 1987 - January 1992
Skills
Affordable Housing, Banking, Commercial Real Estate, Community Development, Construction Loans, Credit, Customer Service, Due Diligence, Loans, Portfolio Management, Real Estate, Mergers, Sales, Training, Underwriting
Education
The University of New Mexico 1974 — 1978
Bachlors, Education
U.S. Bank March 2015 - Present
Bank of the West May 2014 - February 2015
U.S. Bank July 2010 - May 2014
Low Income Investment Fund February 2009 - July 2010
KeyBank Real Estate Capital April 2005 - December 2008
Bank of America, NA March 2001 - April 2005
Charles Schwab, Inc February 2000 - March 2001
Citi January 1992 - February 2000
Strategic Planner January 1987 - January 1992
Skills
Affordable Housing, Banking, Commercial Real Estate, Community Development, Construction Loans, Credit, Customer Service, Due Diligence, Loans, Portfolio Management, Real Estate, Mergers, Sales, Training, Underwriting
Education
The University of New Mexico 1974 — 1978
Bachlors, Education
Corey Burkhart's Charles Schwab Inc Experience June 2003 - February 2009
Job Agency Training Specialist at State Farm Insurance
Industry Financial Services
Experience
State Farm Insurance January 2013 - Present
Principal Financial Group July 2012 - January 2013
TIAA-CREF February 2009 - May 2012
Charles Schwab July 2004 - February 2009
Charles Schwab Inc June 2003 - February 2009
Charles Schwab Inc June 2000 - June 2003
Skills
Series 7, Investment Advisory, Series 63, Wealth Management, Portfolio Management, Asset Allocation, Mutual Funds, ETFs, Investments, Investment Strategies, Strategic Financial..., Asset Managment, Investment Management, Fixed Annuities, Securities
Education
Butler University 1996 — 2000
Bachelor's degree, Finance, General
Butler University 1996 — 2000
B.S, Finance
State Farm Insurance January 2013 - Present
Principal Financial Group July 2012 - January 2013
TIAA-CREF February 2009 - May 2012
Charles Schwab July 2004 - February 2009
Charles Schwab Inc June 2003 - February 2009
Charles Schwab Inc June 2000 - June 2003
Skills
Series 7, Investment Advisory, Series 63, Wealth Management, Portfolio Management, Asset Allocation, Mutual Funds, ETFs, Investments, Investment Strategies, Strategic Financial..., Asset Managment, Investment Management, Fixed Annuities, Securities
Education
Butler University 1996 — 2000
Bachelor's degree, Finance, General
Butler University 1996 — 2000
B.S, Finance
Norman Cheng Norman Cheng's Charles Schwab Inc Experience 1998 - 2002
Job Manager of Technology Training at Opportunity Junction
Industry Nonprofit Organization Management
Experience
Opportunity Junction August 2009 - Present
Initiate, an IBM Company January 2002 - February 2009
Charles Schwab, Inc 1998 - 2002
Skills
Adobe Acrobat, Non-profits, QuickBooks, Access, Outlook, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Microsoft Excel, Research, Accounting, Public Speaking, Salesforce.com, Data Entry, Editing, Software Documentation, Strategic Planning, Management, Databases, Leadership, Windows, Training, System Administration, Volunteer Management, Nonprofits, Team Building, Data Analysis, Accounts Receivable, Microsoft Office 2007, Administration, Windows 7, Networking, Resume Writing, Curriculum Development, Social Networking, Teaching, Analysis
Education
San Francisco State University 1992 — 1997
Bachelor of Arts (B.A.), Social Work, Magna Cum Laude
Lowell High School, S.F. CA 1988 — 1992
Opportunity Junction August 2009 - Present
Initiate, an IBM Company January 2002 - February 2009
Charles Schwab, Inc 1998 - 2002
Skills
Adobe Acrobat, Non-profits, QuickBooks, Access, Outlook, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Microsoft Excel, Research, Accounting, Public Speaking, Salesforce.com, Data Entry, Editing, Software Documentation, Strategic Planning, Management, Databases, Leadership, Windows, Training, System Administration, Volunteer Management, Nonprofits, Team Building, Data Analysis, Accounts Receivable, Microsoft Office 2007, Administration, Windows 7, Networking, Resume Writing, Curriculum Development, Social Networking, Teaching, Analysis
Education
San Francisco State University 1992 — 1997
Bachelor of Arts (B.A.), Social Work, Magna Cum Laude
Lowell High School, S.F. CA 1988 — 1992
Srini Vemula's Charles Schwab Inc Experience April 2002 - April 2004
Job Lead Consultant Customer Systems at Apple
Industry Information Technology and Services
Experience
Apple June 2012 - Present
Lowe's Home Improvement October 2011 - May 2012
SVB Financial Group April 2009 - September 2011
Kaiser Permanente November 2007 - March 2009
Broadcom April 2007 - October 2007
Electronic Arts inc April 2006 - March 2007
Kaiser Permanente October 2005 - March 2006
Electronic Arts inc May 2004 - September 2005
Charles Schwab inc April 2002 - April 2004
HP January 2000 - March 2002
Skills
ERP, Integration, PeopleSoft, SDLC, Oracle E-Business Suite, Requirements Analysis, CRM, Business Process, Cloud Computing, SOA, Data Warehousing, Business Analysis, SAP, Business Intelligence, Java, Apache Spark, Big Data, Hadoop, Scala, Solution Architecture
Education
National Institute of Technology Calicut 1985 — 1989
Apple June 2012 - Present
Lowe's Home Improvement October 2011 - May 2012
SVB Financial Group April 2009 - September 2011
Kaiser Permanente November 2007 - March 2009
Broadcom April 2007 - October 2007
Electronic Arts inc April 2006 - March 2007
Kaiser Permanente October 2005 - March 2006
Electronic Arts inc May 2004 - September 2005
Charles Schwab inc April 2002 - April 2004
HP January 2000 - March 2002
Skills
ERP, Integration, PeopleSoft, SDLC, Oracle E-Business Suite, Requirements Analysis, CRM, Business Process, Cloud Computing, SOA, Data Warehousing, Business Analysis, SAP, Business Intelligence, Java, Apache Spark, Big Data, Hadoop, Scala, Solution Architecture
Education
National Institute of Technology Calicut 1985 — 1989
tom weathers tom weathers's Charles Schwab Inc Experience 2002 - 2005
Job Independent Writing and Editing Professional
Industry Writing and Editing
Experience
Integrian 2006 - 2006
PokerTek 2005 - 2006
Charles Schwab, Inc. 2002 - 2005
Network Controls International (NCI) March 1990 - March 2002
Network Controls International 1998 - 2002
NCI, Inc. 1990 - 2002
Education
University of North Carolina at Charlotte 1969 — 1971
Bachelor's degree, English Language and Literature/Letters, 3.0
Integrian 2006 - 2006
PokerTek 2005 - 2006
Charles Schwab, Inc. 2002 - 2005
Network Controls International (NCI) March 1990 - March 2002
Network Controls International 1998 - 2002
NCI, Inc. 1990 - 2002
Education
University of North Carolina at Charlotte 1969 — 1971
Bachelor's degree, English Language and Literature/Letters, 3.0
Gary Dove, PMP Gary Dove, PMP's Charles Schwab Inc Experience 2000 - 2004
Job Senior Maintenance Planner at Wells Fargo
Industry Financial Services
Experience
Wells Fargo November 2013 - Present
Wells Fargo November 2009 - November 2013
Wells Fargo February 2004 - September 2009
Charles Schwab, Inc. 2000 - 2004
First Union 1998 - 2000
Skills
Business Analysis, Relationship Management, Visio, Integration, MS Project, Risk Management, User Acceptance Testing, Project Management, Business Process, PMO, SharePoint, Cross-functional Team..., Program Management, Requirements Gathering, Service Delivery, Vendor Management, PMP, IT Strategy, Software Development, Disaster Recovery, ITIL, Quality Assurance, Resource Management, Microsoft SQL Server, Management, Project Portfolio..., Databases, SDLC, Software Documentation, CRM, Leadership, Enterprise Architecture, Budgets, Training, Team Leadership, Team Management, Process Improvement, IT Management
Education
University of North Carolina at Charlotte - Belk College of Business 1996 — 1998
MBA, Information Technology Management
Bluefield State College 1992 — 1996
Business Administration, Accounting & Management
Wells Fargo November 2013 - Present
Wells Fargo November 2009 - November 2013
Wells Fargo February 2004 - September 2009
Charles Schwab, Inc. 2000 - 2004
First Union 1998 - 2000
Skills
Business Analysis, Relationship Management, Visio, Integration, MS Project, Risk Management, User Acceptance Testing, Project Management, Business Process, PMO, SharePoint, Cross-functional Team..., Program Management, Requirements Gathering, Service Delivery, Vendor Management, PMP, IT Strategy, Software Development, Disaster Recovery, ITIL, Quality Assurance, Resource Management, Microsoft SQL Server, Management, Project Portfolio..., Databases, SDLC, Software Documentation, CRM, Leadership, Enterprise Architecture, Budgets, Training, Team Leadership, Team Management, Process Improvement, IT Management
Education
University of North Carolina at Charlotte - Belk College of Business 1996 — 1998
MBA, Information Technology Management
Bluefield State College 1992 — 1996
Business Administration, Accounting & Management
Joan Olson Joan Olson's Charles Schwab Inc Experience January 1998 - January 2001
Job Medical Receptionist
Industry Hospital & Health Care
Experience
Kelly Services at American Express Bluebird Serve Fraud November 2012 - Present
Kelly Services at American Wellness Center November 2012 - November 2012
Kelly Services at CIGNA Home Delivery Pharmacy February 2012 - August 2012
Liberty Mutual Insurance May 2004 - October 2008
MFS Investment Management January 2003 - May 2004
Peter Piper Pizza January 2003 - May 2004
Charles Schwab Inc January 1998 - January 2001
Honeywell IAC 1990 - 1998
Skills
Medical Terminology, Microsoft Office, Data Entry, Typing 40 WPM, 10 Key 198 KSPM, General Office skills, Data Research, Accounting Basics, Medical Billing, Appoinment Scheduling, HIPPA Certified, CPR Certified, OSHA Certified, HIPAA, Interviews, 10 Key, Accounting, Accounts Payable, Administrative..., Appointment Scheduling, Banking, Benefits Administration, Cpr Certified, Customer Satisfaction, Customer Service, FMLA, Employee Benefits, Fax, Filing, General Office Skills, Healthcare, Healthcare Information..., Hiring, Insurance, Invoicing, Job Fairs, Medical Coding, Medical Records, Microsoft Excel, Microsoft Word, New Hire Orientations, Outlook, PeopleSoft, Phone Etiquette, Policy, Process Scheduler, Taleo, Recruiting, Team Building, Telephone Skills
Education
Everest College 2011 — 2012
Glendale Community College 1998 — 1999
Associates, Business
Kelly Services at American Express Bluebird Serve Fraud November 2012 - Present
Kelly Services at American Wellness Center November 2012 - November 2012
Kelly Services at CIGNA Home Delivery Pharmacy February 2012 - August 2012
Liberty Mutual Insurance May 2004 - October 2008
MFS Investment Management January 2003 - May 2004
Peter Piper Pizza January 2003 - May 2004
Charles Schwab Inc January 1998 - January 2001
Honeywell IAC 1990 - 1998
Skills
Medical Terminology, Microsoft Office, Data Entry, Typing 40 WPM, 10 Key 198 KSPM, General Office skills, Data Research, Accounting Basics, Medical Billing, Appoinment Scheduling, HIPPA Certified, CPR Certified, OSHA Certified, HIPAA, Interviews, 10 Key, Accounting, Accounts Payable, Administrative..., Appointment Scheduling, Banking, Benefits Administration, Cpr Certified, Customer Satisfaction, Customer Service, FMLA, Employee Benefits, Fax, Filing, General Office Skills, Healthcare, Healthcare Information..., Hiring, Insurance, Invoicing, Job Fairs, Medical Coding, Medical Records, Microsoft Excel, Microsoft Word, New Hire Orientations, Outlook, PeopleSoft, Phone Etiquette, Policy, Process Scheduler, Taleo, Recruiting, Team Building, Telephone Skills
Education
Everest College 2011 — 2012
Glendale Community College 1998 — 1999
Associates, Business
Robert Hull Robert Hull's Charles Schwab Inc Experience June 2000 - September 2000
Job Perl Software
Industry Computer Software
Experience
Apple Computer June 2008 - Present
Piczo April 2005 - March 2009
Wellpoint inc March 2003 - April 2006
Association of Bay Area Governments September 2004 - April 2005
Hewlett Packard April 1997 - December 2001
Mycustoms.com September 2000 - November 2000
Charles Schwab, Inc June 2000 - September 2000
New Boston Systems March 1998 - September 2000
@Home Networks February 1998 - March 1999
Taos Mountain Software March 1995 - March 1998
Education
The University of New Mexico 1982 — 1983
MS, Computer Science
University of Vermont 1981 — 1981
computer science
Carnegie Mellon University 1973 — 1978
BS, Applied Math specializing in Computer Science
Mt. Lebanon High School
Apple Computer June 2008 - Present
Piczo April 2005 - March 2009
Wellpoint inc March 2003 - April 2006
Association of Bay Area Governments September 2004 - April 2005
Hewlett Packard April 1997 - December 2001
Mycustoms.com September 2000 - November 2000
Charles Schwab, Inc June 2000 - September 2000
New Boston Systems March 1998 - September 2000
@Home Networks February 1998 - March 1999
Taos Mountain Software March 1995 - March 1998
Education
The University of New Mexico 1982 — 1983
MS, Computer Science
University of Vermont 1981 — 1981
computer science
Carnegie Mellon University 1973 — 1978
BS, Applied Math specializing in Computer Science
Mt. Lebanon High School
Monica Hammer Monica Hammer's Charles Schwab Inc Experience June 2010 - February 2011
Job Sr. Producer at Microsoft
Industry Internet
Experience
Microsoft June 2013 - Present
Charles Schwab December 2011 - September 2012
Fitness Anywhere LLC February 2011 - November 2011
Charles Schwab Inc June 2010 - February 2011
iCrossing January 2009 - June 2010
Charles Schwab July 2008 - January 2009
McCann Worldgroup January 2008 - July 2008
MarketTools, Inc August 2006 - January 2008
Vibrant Media, Inc. May 2005 - July 2006
Google, Inc. April 2003 - May 2005
Skills
Project Manager, Web Producer, Digital Marketing, SEO, E-commerce, Social Media, Email Marketing, User Experience, Online Advertising, SEM, Digital Media, Online Marketing, Product Management, Creative Direction, Advertising, CRM, Copywriting, Project Management
Education
University of California, Santa Barbara
B.A., Sociology
L.A.C.C., Salamanca, Spain
Spanish Language, Arts and Culture (1991)
Escuela Ixbalanque, Honduras, C.A.: Spanish Language and Latin American Culture (1995) 1995 — 1995
Spanish
Microsoft June 2013 - Present
Charles Schwab December 2011 - September 2012
Fitness Anywhere LLC February 2011 - November 2011
Charles Schwab Inc June 2010 - February 2011
iCrossing January 2009 - June 2010
Charles Schwab July 2008 - January 2009
McCann Worldgroup January 2008 - July 2008
MarketTools, Inc August 2006 - January 2008
Vibrant Media, Inc. May 2005 - July 2006
Google, Inc. April 2003 - May 2005
Skills
Project Manager, Web Producer, Digital Marketing, SEO, E-commerce, Social Media, Email Marketing, User Experience, Online Advertising, SEM, Digital Media, Online Marketing, Product Management, Creative Direction, Advertising, CRM, Copywriting, Project Management
Education
University of California, Santa Barbara
B.A., Sociology
L.A.C.C., Salamanca, Spain
Spanish Language, Arts and Culture (1991)
Escuela Ixbalanque, Honduras, C.A.: Spanish Language and Latin American Culture (1995) 1995 — 1995
Spanish
Ken Aiken Ken Aiken's Charles Schwab Inc Experience July 1987 - May 1999
Job Sales Representative Cadillac of Portland
Industry Automotive
Experience
Cadillac of Portland July 2015 - Present
Hertz July 2014 - June 2015
Gresham Toyota Inc August 2012 - June 2014
Lum’s Auto Center August 2011 - July 2012
Farmers Insurance January 2010 - December 2011
Gresham Toyota Scion September 2010 - August 2011
Self employed April 2007 - March 2009
TLC Credit Union January 2007 - April 2007
Raymond James Financial Services March 2002 - January 2007
Charles Schwab, Inc July 1987 - May 1999
Skills
Automotive, Microsoft Office, Microsoft Excel, Lean Manufacturing, Customer Service, Negotiation, Strategic Planning, Project Management, Continuous Improvement, Sales Management, Microsoft Word, Product Development, Manufacturing, PowerPoint, Six Sigma, Customer Service..., Sales, Public Speaking, Inventory Management, Social Media Marketing, Investments, Team Building, Process Improvement
Education
OSU
BS, Finance, General
Oregon State University
Bachelors of Science, Finance
Cadillac of Portland July 2015 - Present
Hertz July 2014 - June 2015
Gresham Toyota Inc August 2012 - June 2014
Lum’s Auto Center August 2011 - July 2012
Farmers Insurance January 2010 - December 2011
Gresham Toyota Scion September 2010 - August 2011
Self employed April 2007 - March 2009
TLC Credit Union January 2007 - April 2007
Raymond James Financial Services March 2002 - January 2007
Charles Schwab, Inc July 1987 - May 1999
Skills
Automotive, Microsoft Office, Microsoft Excel, Lean Manufacturing, Customer Service, Negotiation, Strategic Planning, Project Management, Continuous Improvement, Sales Management, Microsoft Word, Product Development, Manufacturing, PowerPoint, Six Sigma, Customer Service..., Sales, Public Speaking, Inventory Management, Social Media Marketing, Investments, Team Building, Process Improvement
Education
OSU
BS, Finance, General
Oregon State University
Bachelors of Science, Finance
Ariel (Schutte) Hurd Ariel (Schutte) Hurd's Charles Schwab Inc Experience August 2008 - November 2009
Job Trader at Scharf Investments
Industry Financial Services
Experience
Scharf Investments May 2015 - Present
Scharf Investments May 2015 - Present
Destination Wealth Management November 2009 - May 2015
Charles Schwab, Inc August 2008 - November 2009
Envestnet Asset Management January 2007 - August 2008
Skills
Portfolio Management, Investments, Mutual Funds, Trading, Economics, Wealth Management, Financial Advisory, Analysis, Banking, Equities, Asset Allocation, Asset Management
Education
University of Colorado at Boulder 2005 — 2006
Bachelor of Arts, Economics
Penn State University 2002 — 2004
Statistics
Scharf Investments May 2015 - Present
Scharf Investments May 2015 - Present
Destination Wealth Management November 2009 - May 2015
Charles Schwab, Inc August 2008 - November 2009
Envestnet Asset Management January 2007 - August 2008
Skills
Portfolio Management, Investments, Mutual Funds, Trading, Economics, Wealth Management, Financial Advisory, Analysis, Banking, Equities, Asset Allocation, Asset Management
Education
University of Colorado at Boulder 2005 — 2006
Bachelor of Arts, Economics
Penn State University 2002 — 2004
Statistics
Joyce Merki Joyce Merki's Charles Schwab Inc Experience June 1999 - June 2002
Job Finance, Transportation and Client Services
Industry Transportation/Trucking/Railroad
Experience
SMCOE/Regoinal Occupational Program September 2010 - Present
Moscone Center June 2009 - May 2011
Nippon Cargo Airlines February 2009 - June 2009
DHL Express & Logistics November 2004 - February 2009
Western Truck School June 2002 - September 2004
Decimal Inc October 2003 - April 2004
Charles Schwab, Inc June 1999 - June 2002
Union Bank California June 1990 - June 1999
Skills
Transportation, Shipping, Outlook, Freight Forwarding, Financial Services, Management, Microsoft Office, Access, Financial Risk, General Ledger, Event Planning, Finance, Logistics, Microsoft Excel, Analysis, Leadership, Payments, Customer Service, Training, Event Management, Software Documentation
Education
Skyline College 2012 — 2014
Certificate Program, International Business/Trade/Commerce, A
Heald College
AA, Business
SSF High School
SMCOE/Regoinal Occupational Program September 2010 - Present
Moscone Center June 2009 - May 2011
Nippon Cargo Airlines February 2009 - June 2009
DHL Express & Logistics November 2004 - February 2009
Western Truck School June 2002 - September 2004
Decimal Inc October 2003 - April 2004
Charles Schwab, Inc June 1999 - June 2002
Union Bank California June 1990 - June 1999
Skills
Transportation, Shipping, Outlook, Freight Forwarding, Financial Services, Management, Microsoft Office, Access, Financial Risk, General Ledger, Event Planning, Finance, Logistics, Microsoft Excel, Analysis, Leadership, Payments, Customer Service, Training, Event Management, Software Documentation
Education
Skyline College 2012 — 2014
Certificate Program, International Business/Trade/Commerce, A
Heald College
AA, Business
SSF High School
Sarah (Adams) Martin Sarah (Adams) Martin's Charles Schwab Inc Experience November 2003 - February 2004
Job Product Marketing
Industry Information Technology and Services
Experience
APC by Schneider Electric August 2004 - August 2011
APC August 2004 - September 2007
Charles Schwab Inc November 2003 - February 2004
Genuity Inc November 2000 - July 2002
HarvardNet, Inc January 2000 - November 2000
Skills
Product Development, Product Launch, Product Lifecycle...
Education
College of Charleston 1994 — 1998
Bachelor of Arts, Corporate Communications
The George Washington University
School; Master's Certificate, Business and Public Management; Project Management
APC by Schneider Electric August 2004 - August 2011
APC August 2004 - September 2007
Charles Schwab Inc November 2003 - February 2004
Genuity Inc November 2000 - July 2002
HarvardNet, Inc January 2000 - November 2000
Skills
Product Development, Product Launch, Product Lifecycle...
Education
College of Charleston 1994 — 1998
Bachelor of Arts, Corporate Communications
The George Washington University
School; Master's Certificate, Business and Public Management; Project Management
Paul Roldan Paul Roldan's Charles Schwab Inc Experience September 1995 - October 1996
Job Allgen Financial Services, Inc
Industry Investment Management
Experience
Allgen Financial Services, Inc January 2003 - Present
AXA Advisors September 1996 - November 1999
Charles Schwab Inc September 1995 - October 1996
Federal Reserve Bank of New York June 1994 - July 1995
Skills
Wealth Management, Retirement Planning, 401k, ETFs, Investment Education, Investment Advisory, Investment Strategies, Retirement, Investments, Asset Allocation, Strategic Financial..., Portfolio Management, Estate Planning, Wealth Accumulation..., Charitable Gift Planning, Personal Financial..., Financial Services, Investment Management, Financial Advisory, Asset Management, Finance, Entrepreneurship
Education
Harvard University 1992 — 1994
MPP
Harvard University Kennedy School of Government 1992 — 1994
MPP
Princeton University 1988 — 1992
Bachelor of Arts (B.A.)
Allgen Financial Services, Inc January 2003 - Present
AXA Advisors September 1996 - November 1999
Charles Schwab Inc September 1995 - October 1996
Federal Reserve Bank of New York June 1994 - July 1995
Skills
Wealth Management, Retirement Planning, 401k, ETFs, Investment Education, Investment Advisory, Investment Strategies, Retirement, Investments, Asset Allocation, Strategic Financial..., Portfolio Management, Estate Planning, Wealth Accumulation..., Charitable Gift Planning, Personal Financial..., Financial Services, Investment Management, Financial Advisory, Asset Management, Finance, Entrepreneurship
Education
Harvard University 1992 — 1994
MPP
Harvard University Kennedy School of Government 1992 — 1994
MPP
Princeton University 1988 — 1992
Bachelor of Arts (B.A.)
Jason Martin, CFP, CMT Jason Martin, CFP, CMT's Charles Schwab Inc Experience June 1999 - October 2002
Job Chief Investment Officer at Allgen Financial Services, Inc.
Industry Investment Management
Experience
Allgen Financial Services, Inc March 2003 - Present
Good Risk Reward, Inc. March 2003 - April 2007
Charles Schwab, Inc. June 1999 - October 2002
Skills
Retirement Planning, Wealth Management, Investment Strategies, Asset Management, Money Management, Investments, Investment Advisory, Financial Planning, Portfolio Management, Mutual Funds, 401k, Retirement, Asset Allocation, Asset
Education
University of Central Florida - College of Business Administration 1997 — 1999
BBA, Finance
Allgen Financial Services, Inc March 2003 - Present
Good Risk Reward, Inc. March 2003 - April 2007
Charles Schwab, Inc. June 1999 - October 2002
Skills
Retirement Planning, Wealth Management, Investment Strategies, Asset Management, Money Management, Investments, Investment Advisory, Financial Planning, Portfolio Management, Mutual Funds, 401k, Retirement, Asset Allocation, Asset
Education
University of Central Florida - College of Business Administration 1997 — 1999
BBA, Finance
Dan Longman Dan Longman's Charles Schwab Inc Experience March 2007 - November 2008
Job IT Infrastructure Design & Engineering / Technical Project Management
Industry Information Technology and Services
Experience
Kaiser Permanente 2011 - Present
Facebook October 2010 - December 2010
Wells Fargo June 2009 - September 2010
Charles Schwab Inc. March 2007 - November 2008
Charles Schwab 1999 - 2007
Inteliant Technologies 1995 - 1999
Smith Barney 1983 - 1995
Education
University of Missouri-Columbia
BA, US History
Kaiser Permanente 2011 - Present
Facebook October 2010 - December 2010
Wells Fargo June 2009 - September 2010
Charles Schwab Inc. March 2007 - November 2008
Charles Schwab 1999 - 2007
Inteliant Technologies 1995 - 1999
Smith Barney 1983 - 1995
Education
University of Missouri-Columbia
BA, US History
Mike Neff's Charles Schwab Inc Experience 1994 - 2005
Job Racing Information Professional
Industry Information Technology and Services
Experience
Frontstretch.com 2005 - Present
Ingersoll Rand July 2012 - October 2013
Athlon Sports March 2010 - November 2011
Bar Green Inc. September 2008 - May 2010
CPI Qualified Plan Consultants March 2005 - November 2007
Charles Schwab, Inc. 1994 - 2005
Schwab Retirement Techologies 1994 - 2005
Skills
Microsoft Office, Word, Excel, Writing, Social Media, PowerPoint, Customer Relations, Blogging, Research, Facebook, Press Releases, Photography, Public Speaking, Budgeting, Mentoring, Windows, Access, Social Networking, Change Management, Customer Service, Journalism, Social Media Marketing, Event Management, Event Planning, Budgets, Microsoft Excel, Microsoft Word, Public Relations, Advertising, Editing, Racing, Due Diligence
Education
Purdue University 1982 — 1989
Bachelor of Science (B.S.), Financial Planning
Frontstretch.com 2005 - Present
Ingersoll Rand July 2012 - October 2013
Athlon Sports March 2010 - November 2011
Bar Green Inc. September 2008 - May 2010
CPI Qualified Plan Consultants March 2005 - November 2007
Charles Schwab, Inc. 1994 - 2005
Schwab Retirement Techologies 1994 - 2005
Skills
Microsoft Office, Word, Excel, Writing, Social Media, PowerPoint, Customer Relations, Blogging, Research, Facebook, Press Releases, Photography, Public Speaking, Budgeting, Mentoring, Windows, Access, Social Networking, Change Management, Customer Service, Journalism, Social Media Marketing, Event Management, Event Planning, Budgets, Microsoft Excel, Microsoft Word, Public Relations, Advertising, Editing, Racing, Due Diligence
Education
Purdue University 1982 — 1989
Bachelor of Science (B.S.), Financial Planning
Alex Lange's Charles Schwab Inc Experience June 1992 - October 1994
Job Operator and investor propelling visionary businesses from inception to success with innovation and decisive leadership.
Industry Venture Capital & Private Equity
Experience
Second Century Ventures November 2014 - Present
Various Governance Roles September 2014 - Present
Market Leader (Acquired by Trulia) September 2010 - September 2014
Roost.com (Acquired by VerticalResponse) November 2006 - July 2010
RealAgile August 2009 - June 2010
Art.com April 2003 - August 2006
Federal Home Loan Bank of San Francisco April 2002 - April 2003
IKON Technology Services December 1997 - April 2002
WELLS FARGO October 1994 - June 1997
CHARLES SCHWAB, INC. June 1992 - October 1994
Skills
SEO, Start-ups, E-commerce, SEM, Product Development, Strategy, SaaS, Social Media, Business Development, CRM, Leadership, Entrepreneurship, Analytics, .NET, Project Management, Integration, Venture Capital, PHP, Mobile Devices, Ruby on Rails, Java, User Experience, Management, Online Marketing, Mobile Applications, Business Strategy, Software Development, Team Management, Agile Methodologies, Marketing, B2B, IT Strategy, Strategic Planning, Social Media Marketing, Social Networking, Product Design, Conversion Optimization, Vertical Search, Program Management, Online Advertising, Web Development, Strategic Partnerships
Education
Harvard Business School Executive Education
Negotiation and Competitive Decision Making
Harvard Business School
General Management Program (HBS alumni)
Salzburg International Preparatory School
Second Century Ventures November 2014 - Present
Various Governance Roles September 2014 - Present
Market Leader (Acquired by Trulia) September 2010 - September 2014
Roost.com (Acquired by VerticalResponse) November 2006 - July 2010
RealAgile August 2009 - June 2010
Art.com April 2003 - August 2006
Federal Home Loan Bank of San Francisco April 2002 - April 2003
IKON Technology Services December 1997 - April 2002
WELLS FARGO October 1994 - June 1997
CHARLES SCHWAB, INC. June 1992 - October 1994
Skills
SEO, Start-ups, E-commerce, SEM, Product Development, Strategy, SaaS, Social Media, Business Development, CRM, Leadership, Entrepreneurship, Analytics, .NET, Project Management, Integration, Venture Capital, PHP, Mobile Devices, Ruby on Rails, Java, User Experience, Management, Online Marketing, Mobile Applications, Business Strategy, Software Development, Team Management, Agile Methodologies, Marketing, B2B, IT Strategy, Strategic Planning, Social Media Marketing, Social Networking, Product Design, Conversion Optimization, Vertical Search, Program Management, Online Advertising, Web Development, Strategic Partnerships
Education
Harvard Business School Executive Education
Negotiation and Competitive Decision Making
Harvard Business School
General Management Program (HBS alumni)
Salzburg International Preparatory School
Ken Priore Ken Priore's Charles Schwab Inc Experience September 1995 - September 1999
Job Director Commercial Counsel at Silver Spring Networks
Industry Law Practice
Experience
Silver Spring Networks February 2014 - Present
Grindr October 2009 - November 2014
Stock & Option Solutions December 2007 - November 2009
PayPal November 2007 - November 2009
Priore Law Group August 2006 - November 2007
New Leaf Financial, LLC (acquired) June 2004 - August 2006
Licensed Learning, LLC (acquired) September 2002 - June 2004
Carroll Burdick & McDonough, LLP May 2001 - June 2002
MVC Capital, Inc. (Formerly meVC, Inc.) October 1999 - April 2001
Charles Schwab, Inc. September 1995 - September 1999
Education
Tulane University Law School 1992 — 1995
JD, Law
Tufts University 1987 — 1991
BA, History/Political Science
Silver Spring Networks February 2014 - Present
Grindr October 2009 - November 2014
Stock & Option Solutions December 2007 - November 2009
PayPal November 2007 - November 2009
Priore Law Group August 2006 - November 2007
New Leaf Financial, LLC (acquired) June 2004 - August 2006
Licensed Learning, LLC (acquired) September 2002 - June 2004
Carroll Burdick & McDonough, LLP May 2001 - June 2002
MVC Capital, Inc. (Formerly meVC, Inc.) October 1999 - April 2001
Charles Schwab, Inc. September 1995 - September 1999
Education
Tulane University Law School 1992 — 1995
JD, Law
Tufts University 1987 — 1991
BA, History/Political Science
Edwin Kratzat's Charles Schwab Inc Experience April 2006 - April 2010
Job Porsche Brand Ambassador
Industry Automotive
Experience
Performance Porsche/Subaru October 2012 - Present
Lamuka (Nonprofit) January 2004 - September 2012
Leith Land Rover Cary January 2011 - August 2012
Charles Schwab Inc April 2006 - April 2010
Skills
Customer Relations, Inventory Management, Excel, Coaching, Sales, Customer Satisfaction, Team Building, Account Management, Marketing, Leadership, Microsoft Office, Sales Process, Strategic Planning, Budgets, Finance, Analysis, Public Speaking, Retail, Management, Negotiation, Project Management, PowerPoint, Sales Management, Microsoft Word, Customer Retention, Marketing Strategy, CRM, Training
Education
Anderson University 2002 — 2005
BS, Physchology & History
Xavier University 2001 — 2002
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
St. John's Jesuit High School 1998 — 2001
High School Diploma, Life
Performance Porsche/Subaru October 2012 - Present
Lamuka (Nonprofit) January 2004 - September 2012
Leith Land Rover Cary January 2011 - August 2012
Charles Schwab Inc April 2006 - April 2010
Skills
Customer Relations, Inventory Management, Excel, Coaching, Sales, Customer Satisfaction, Team Building, Account Management, Marketing, Leadership, Microsoft Office, Sales Process, Strategic Planning, Budgets, Finance, Analysis, Public Speaking, Retail, Management, Negotiation, Project Management, PowerPoint, Sales Management, Microsoft Word, Customer Retention, Marketing Strategy, CRM, Training
Education
Anderson University 2002 — 2005
BS, Physchology & History
Xavier University 2001 — 2002
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
St. John's Jesuit High School 1998 — 2001
High School Diploma, Life
Darlene Hines Darlene Hines's Charles Schwab Inc Experience April 1995 - August 1998
Job Independent Consultant at Avon, Company 31 and Tupperware
Industry Consumer Goods
Experience
Avon, Company 31 and Tupperware March 2014 - Present
Convergys November 2014 - January 2015
Fisher-Price December 2007 - November 2014
Fisher-Price 2007 - November 2014
IBM Global Process Services July 1999 - May 2007
AT&T August 1998 - June 1999
AT&T August 1998 - June 1999
Charles Schwab Inc April 1995 - August 1998
Darden Restaurants Inc January 1994 - April 1995
Skills
Project Management, Business Analysis, Information Technology, Office Management, Application Support, Customer Service, Voice System...
Education
Liberty University 2011 — 2012
Accounting
Niagara County Community College 1976 — 1983
Accounting
Avon, Company 31 and Tupperware March 2014 - Present
Convergys November 2014 - January 2015
Fisher-Price December 2007 - November 2014
Fisher-Price 2007 - November 2014
IBM Global Process Services July 1999 - May 2007
AT&T August 1998 - June 1999
AT&T August 1998 - June 1999
Charles Schwab Inc April 1995 - August 1998
Darden Restaurants Inc January 1994 - April 1995
Skills
Project Management, Business Analysis, Information Technology, Office Management, Application Support, Customer Service, Voice System...
Education
Liberty University 2011 — 2012
Accounting
Niagara County Community College 1976 — 1983
Accounting
Patricia Sanborn Patricia Sanborn's Charles Schwab Inc Experience January 1990 - July 1995
Job Owner of Fearless Aging at 50+
Industry Hospital & Health Care
Experience
Fearless Aging at 50+ August 2014 - Present
Sage Solutions Eldercare January 1995 - Present
Older Adult Ministry at Methodist Church February 2002 - January 2012
Charles Schwab Inc. January 1990 - July 1995
Skills
Elder Care, Volunteer Management, Home Care, Community Outreach, Healthcare, Public Speaking, Gerontology, Non-profits, Program Development, Seniors, Fundraising, Grant Writing, Case Managment, Caregiving, Teaching, Adults, Social Services, Conflict Resolution, Long-term Care, Mental Health, Leadership, Wellness, Aging in Place, Psychotherapy, Alzheimer's disease, Case Management
Education
San Francisco State University 1997 — 1999
MA, Gerontology
San Jose State University 1984 — 1986
MS, Health Science
California State University, Fresno 1961 — 1975
BA, Physical Education/ Recreation Therapy
Fearless Aging at 50+ August 2014 - Present
Sage Solutions Eldercare January 1995 - Present
Older Adult Ministry at Methodist Church February 2002 - January 2012
Charles Schwab Inc. January 1990 - July 1995
Skills
Elder Care, Volunteer Management, Home Care, Community Outreach, Healthcare, Public Speaking, Gerontology, Non-profits, Program Development, Seniors, Fundraising, Grant Writing, Case Managment, Caregiving, Teaching, Adults, Social Services, Conflict Resolution, Long-term Care, Mental Health, Leadership, Wellness, Aging in Place, Psychotherapy, Alzheimer's disease, Case Management
Education
San Francisco State University 1997 — 1999
MA, Gerontology
San Jose State University 1984 — 1986
MS, Health Science
California State University, Fresno 1961 — 1975
BA, Physical Education/ Recreation Therapy
Kent Hunter Kent Hunter's Charles Schwab Inc Experience April 2010 - Present
Job Options Business Manager
Industry Capital Markets
Experience
Charles Schwab, Inc. April 2010 - Present
Charles Schwab 2004 - 2010
CyberTrader Inc. January 2004 - January 2008
CyberTrader Inc. July 2000 - December 2003
EQ Financial (Donaldson, Lufkin & Jenrette) December 1998 - July 2000
AIM Investments June 1997 - December 1998
Skills
Options, Finance, Series 7, Equities, Securities, Series 63, Financial Markets, Trading, ETFs, Mutual Funds, Electronic Trading, Fixed Income, Trading Systems, FINRA, Portfolio Management, Equity Trading, Derivatives, Investments, Financial Services, Business Analysis, Business Strategy, Capital Markets, Equity Derivatives
Education
University of Houston 1997 — 1999
BA
Charles Schwab, Inc. April 2010 - Present
Charles Schwab 2004 - 2010
CyberTrader Inc. January 2004 - January 2008
CyberTrader Inc. July 2000 - December 2003
EQ Financial (Donaldson, Lufkin & Jenrette) December 1998 - July 2000
AIM Investments June 1997 - December 1998
Skills
Options, Finance, Series 7, Equities, Securities, Series 63, Financial Markets, Trading, ETFs, Mutual Funds, Electronic Trading, Fixed Income, Trading Systems, FINRA, Portfolio Management, Equity Trading, Derivatives, Investments, Financial Services, Business Analysis, Business Strategy, Capital Markets, Equity Derivatives
Education
University of Houston 1997 — 1999
BA
Alex Korotkoff Alex Korotkoff's Charles Schwab Inc Experience August 1999 - August 2000
Job Founder at MONKEY.IO
Industry Internet
Experience
MONKEY.IO September 2013 - Present
EON Inc. July 2011 - September 2013
IBM September 2009 - August 2011
Rambler August 2007 - August 2009
Rock Flow Dynamics December 2004 - August 2007
SYBASE Inc. August 2000 - November 2004
Charles Schwab Inc. August 1999 - August 2000
Sega 2000 - 2000
AlliedSignal Inc. July 1995 - July 1999
Skills
PaaS, Web Analytics, Web Servers, Cloud Computing, SaaS, Big Data, Servers, Scalability, Mobile Devices, Start-ups, Product Management, NoSQL, Enterprise Software, Databases, Distributed Systems, Software Development, Agile Methodologies, Oracle, Storage, Java Enterprise Edition, Mobile Applications, Linux, Enterprise Architecture, Open Source, Architecture, System Architecture, Unix, Web Applications, SOA, Web Services, Virtualization, Scrum, Eclipse, Perl, Agile Project Management, Java, Apache, Business Intelligence, Software Engineering, REST, Hadoop, Integration, Python, PostgreSQL, MySQL, Shell Scripting, Solution Architecture, Tomcat, Subversion, Software Design
Education
Duke University - The Fuqua School of Business
M.B.A.
Moscow State Linguistic University
Masters
MONKEY.IO September 2013 - Present
EON Inc. July 2011 - September 2013
IBM September 2009 - August 2011
Rambler August 2007 - August 2009
Rock Flow Dynamics December 2004 - August 2007
SYBASE Inc. August 2000 - November 2004
Charles Schwab Inc. August 1999 - August 2000
Sega 2000 - 2000
AlliedSignal Inc. July 1995 - July 1999
Skills
PaaS, Web Analytics, Web Servers, Cloud Computing, SaaS, Big Data, Servers, Scalability, Mobile Devices, Start-ups, Product Management, NoSQL, Enterprise Software, Databases, Distributed Systems, Software Development, Agile Methodologies, Oracle, Storage, Java Enterprise Edition, Mobile Applications, Linux, Enterprise Architecture, Open Source, Architecture, System Architecture, Unix, Web Applications, SOA, Web Services, Virtualization, Scrum, Eclipse, Perl, Agile Project Management, Java, Apache, Business Intelligence, Software Engineering, REST, Hadoop, Integration, Python, PostgreSQL, MySQL, Shell Scripting, Solution Architecture, Tomcat, Subversion, Software Design
Education
Duke University - The Fuqua School of Business
M.B.A.
Moscow State Linguistic University
Masters
Jonathan Hatfield Jonathan Hatfield's Charles Schwab Inc Experience September 2003 - November 2003
Job Senior PreSales Solutions Architect
Industry Information Technology and Services
Experience
Dell (Quest Software) September 2011 - Present
Quest Software September 2008 - December 2011
NetPro March 2008 - September 2008
Advanced Networking Solutions April 2007 - February 2008
Blue Chip Consulting Group August 2005 - April 2007
Charles Schwab November 2003 - August 2005
Charles Schwab Inc September 2003 - November 2003
Ceridian June 1999 - August 2003
Promise Keepers 2002 - 2002
LMS CADSI June 1998 - June 1999
Skills
Virtualization, Disaster Recovery, VMware, Cloud Computing, Active Directory, Servers, Enterprise Software, Windows Server, Citrix, Integration, Technical Support, Network Security, Microsoft Technologies, Backup Solutions, VPN, Security, SharePoint, Enterprise Architecture, Firewalls, Microsoft SQL Server, Infrastructure, Networking, Microsoft Exchange, System Administration, VMware ESX, Pre-sales, Technical Demonstrations, Product Demonstration, Pre-Sales Technical..., Pre-Sales Consulting, Technology Pre-Sales, Consulting, Netvault, vRanger, Team Leadership, Migration Projects, Quest Migration Manager, Hyper-V, Partnering, Pre/Post Sales Engineers, AppAssure, SaaS, Data Center, Solution Selling, Deduplication, Storage Solutions, Data Protection, Proof of Concept, Demonstration Skills, Technical Leadership
Education
Kent State University 1992 — 1996
Kent State University 1992 — 1996
Computer Science and Aerospace Flight Technology
Maplewood High School studying college 1988 — 1992
Diploma, College Prep
Dell (Quest Software) September 2011 - Present
Quest Software September 2008 - December 2011
NetPro March 2008 - September 2008
Advanced Networking Solutions April 2007 - February 2008
Blue Chip Consulting Group August 2005 - April 2007
Charles Schwab November 2003 - August 2005
Charles Schwab Inc September 2003 - November 2003
Ceridian June 1999 - August 2003
Promise Keepers 2002 - 2002
LMS CADSI June 1998 - June 1999
Skills
Virtualization, Disaster Recovery, VMware, Cloud Computing, Active Directory, Servers, Enterprise Software, Windows Server, Citrix, Integration, Technical Support, Network Security, Microsoft Technologies, Backup Solutions, VPN, Security, SharePoint, Enterprise Architecture, Firewalls, Microsoft SQL Server, Infrastructure, Networking, Microsoft Exchange, System Administration, VMware ESX, Pre-sales, Technical Demonstrations, Product Demonstration, Pre-Sales Technical..., Pre-Sales Consulting, Technology Pre-Sales, Consulting, Netvault, vRanger, Team Leadership, Migration Projects, Quest Migration Manager, Hyper-V, Partnering, Pre/Post Sales Engineers, AppAssure, SaaS, Data Center, Solution Selling, Deduplication, Storage Solutions, Data Protection, Proof of Concept, Demonstration Skills, Technical Leadership
Education
Kent State University 1992 — 1996
Kent State University 1992 — 1996
Computer Science and Aerospace Flight Technology
Maplewood High School studying college 1988 — 1992
Diploma, College Prep
Irene Dick-Endrizzi, PMP, CSM, CTFL's Charles Schwab Inc Experience July 2006 - July 2007
Job
Industry Information Technology and Services
Experience
San Francisco Health Plan February 2010 - September 2013
San Francisco Health Plan May 2008 - May 2010
Delta Dental September 2007 - February 2008
Charles Schwab, Inc. July 2006 - July 2007
Wells Fargo December 2005 - April 2006
BabyCenter.com May 1999 - March 2005
BabyCenter.com October 2002 - November 2004
Bigstep 1999 - 1999
ibis 1997 - 1999
Dynamics Research Corp September 1996 - September 1997
Skills
Software Project..., Technology Management, Agile Project Management, Software Development..., Agile Methodologies, Software Documentation, Integration, Databases, Business Analysis, Oracle, SharePoint, Management, Data Warehousing, Microsoft SQL Server, Program Management, Quality Assurance, SDLC, SQL, Testing, Scrum, MS Project, Unix, Project Management, Database Design, Disaster Recovery, PL/SQL, Linux, Perl, Data Analysis, Requirements Analysis, Analysis, Visio, Business Intelligence, PMO, PMP, Enterprise Software
Education
PMI Bay Area 2012 — 2012
ACP Training
ASTQB/SQE Training 2009 — 2009
CTFL Certificate
ASPE 2008 — 2008
SCRUM Master
Unitek 2008 — 2008
MS SPOFF
Project Management Institute 2005 — 2006
PMP
MySQL 2005 — 2005
MySQL
Oracle University 1995 — 2004
Wang Institute of Graduate Studies 1985 — 1987
MSE
University of Illinois at Urbana-Champaign 1976 — 1980
BSEE
Ramah Intensive 1973 — 1975
San Francisco Health Plan February 2010 - September 2013
San Francisco Health Plan May 2008 - May 2010
Delta Dental September 2007 - February 2008
Charles Schwab, Inc. July 2006 - July 2007
Wells Fargo December 2005 - April 2006
BabyCenter.com May 1999 - March 2005
BabyCenter.com October 2002 - November 2004
Bigstep 1999 - 1999
ibis 1997 - 1999
Dynamics Research Corp September 1996 - September 1997
Skills
Software Project..., Technology Management, Agile Project Management, Software Development..., Agile Methodologies, Software Documentation, Integration, Databases, Business Analysis, Oracle, SharePoint, Management, Data Warehousing, Microsoft SQL Server, Program Management, Quality Assurance, SDLC, SQL, Testing, Scrum, MS Project, Unix, Project Management, Database Design, Disaster Recovery, PL/SQL, Linux, Perl, Data Analysis, Requirements Analysis, Analysis, Visio, Business Intelligence, PMO, PMP, Enterprise Software
Education
PMI Bay Area 2012 — 2012
ACP Training
ASTQB/SQE Training 2009 — 2009
CTFL Certificate
ASPE 2008 — 2008
SCRUM Master
Unitek 2008 — 2008
MS SPOFF
Project Management Institute 2005 — 2006
PMP
MySQL 2005 — 2005
MySQL
Oracle University 1995 — 2004
Wang Institute of Graduate Studies 1985 — 1987
MSE
University of Illinois at Urbana-Champaign 1976 — 1980
BSEE
Ramah Intensive 1973 — 1975
Susan Kwong's Charles Schwab Inc Experience October 1997 - November 1999
Job Sr. Manager, Site Reliability Engineering at Rally Health, Inc.
Industry Computer Software
Experience
Rally Health, Inc. December 2014 - Present
Engineering Infrastructure Services March 2009 - Present
Splunk May 2011 - June 2014
Stanford University May 2010 - January 2011
CA Wily Technology March 2007 - February 2009
Wily Technology CA March 2007 - February 2009
BEA Systems, Inc November 1999 - March 2007
Charles Schwab, Inc October 1997 - November 1999
Autodesk, Inc June 1991 - October 1997
Skills
Servers, Cloud Computing, Quality Assurance, Infrastructure, Project Management, Software Development, Process Improvement, Software Engineering, Agile Methodologies, Unix, Hardware, Enterprise Software, SOA, Team Building, Distributed Systems, Leadership, SaaS, Perl, Strategic Planning, Performance Tuning, Employee Training
Education
UCSC Extension in Silicon Valley 2009 — 2010
Certificate
Massachusetts Institute of Technology - Sloan School of Management
Executive Certificates
University of San Francisco
BS
Rally Health, Inc. December 2014 - Present
Engineering Infrastructure Services March 2009 - Present
Splunk May 2011 - June 2014
Stanford University May 2010 - January 2011
CA Wily Technology March 2007 - February 2009
Wily Technology CA March 2007 - February 2009
BEA Systems, Inc November 1999 - March 2007
Charles Schwab, Inc October 1997 - November 1999
Autodesk, Inc June 1991 - October 1997
Skills
Servers, Cloud Computing, Quality Assurance, Infrastructure, Project Management, Software Development, Process Improvement, Software Engineering, Agile Methodologies, Unix, Hardware, Enterprise Software, SOA, Team Building, Distributed Systems, Leadership, SaaS, Perl, Strategic Planning, Performance Tuning, Employee Training
Education
UCSC Extension in Silicon Valley 2009 — 2010
Certificate
Massachusetts Institute of Technology - Sloan School of Management
Executive Certificates
University of San Francisco
BS
Cindy Muscio's Charles Schwab Inc Experience February 2007 - March 2010
Job Managing Director Marketing Technology at Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 2013 - Present
Charles Schwab August 2011 - February 2013
Charles Schwab April 2010 - August 2011
Charles Schwab Inc. February 2007 - March 2010
PMI - San Francisco Bay Area Chapter 2009 - February 2010
Keane 2004 - 2007
Lambeth 2001 - 2003
William M. Mercer 1997 - 2000
Skills
Agile Application..., Vendor Management, Program Management, Hadoop, Big Data, SDLC, Management, Marketing Automation, Marketing Technologies, Lead Management, CRM, Software Engineering
Education
La Trobe University
Bachelor business (Accounting & Information Technology)
Galen Catholic College
Victorian Certificate of Eduction
Charles Schwab February 2013 - Present
Charles Schwab August 2011 - February 2013
Charles Schwab April 2010 - August 2011
Charles Schwab Inc. February 2007 - March 2010
PMI - San Francisco Bay Area Chapter 2009 - February 2010
Keane 2004 - 2007
Lambeth 2001 - 2003
William M. Mercer 1997 - 2000
Skills
Agile Application..., Vendor Management, Program Management, Hadoop, Big Data, SDLC, Management, Marketing Automation, Marketing Technologies, Lead Management, CRM, Software Engineering
Education
La Trobe University
Bachelor business (Accounting & Information Technology)
Galen Catholic College
Victorian Certificate of Eduction
Gerard Montana's Charles Schwab Inc Experience August 1999 - January 2005
Job Music Director
Industry Music
Experience
Serena Software May 2006 - January 2007
Charles Schwab Inc. August 1999 - January 2005
Cambridge Systems, Inc. 1982 - 1999
Education
DePaul University
Serena Software May 2006 - January 2007
Charles Schwab Inc. August 1999 - January 2005
Cambridge Systems, Inc. 1982 - 1999
Education
DePaul University
Steve Koopal's Charles Schwab Inc Experience December 1995 - Present
Job Global Investing specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab Inc. December 1995 - Present
Charles Schwab November 1995 - Present
Bank One 1993 - 1994
LUMBERMEN’S INVESTMENT CORPORATION 1987 - 1990
Education
Thunderbird School of Global Management 1991 — 1992
International Management; Finance
Charles Schwab Inc. December 1995 - Present
Charles Schwab November 1995 - Present
Bank One 1993 - 1994
LUMBERMEN’S INVESTMENT CORPORATION 1987 - 1990
Education
Thunderbird School of Global Management 1991 — 1992
International Management; Finance
Jennifer Starrett's Charles Schwab Inc Experience 1995 - 2002
Job Owner at Healthy Trend Chef
Industry Food & Beverages
Experience
Healthy Trend Chef 2012 - Present
Lennar 2006 - 2008
Dolphin Architects & Builders, Inc. 2005 - 2006
Keystone Development, LLC 2003 - 2005
Charles Schwab, Inc. 1995 - 2002
Skills
Team Building, Vendor Management, Cooking, Food Allergies, Vegan, Vegetarian, Gluten Free, Catering, Baking, Process Improvement, Project Management, Negotiation, Management, Program Management, Strategic Planning, Risk Management, Team Management, Contract Negotiation, Chef, Budgets
Education
Le Cordon Bleu College of Culinary Arts-Austin 2011 — 2012
Culinary Certificate, Culinary Arts/Chef Training, High Honors
Indiana University - Kelley School of Business 1997 — 2000
MBA, Finance, 3.9/4.0 GPA
Purdue University 1990 — 1995
BS, Business, 3.8/4.0 GPA
Healthy Trend Chef 2012 - Present
Lennar 2006 - 2008
Dolphin Architects & Builders, Inc. 2005 - 2006
Keystone Development, LLC 2003 - 2005
Charles Schwab, Inc. 1995 - 2002
Skills
Team Building, Vendor Management, Cooking, Food Allergies, Vegan, Vegetarian, Gluten Free, Catering, Baking, Process Improvement, Project Management, Negotiation, Management, Program Management, Strategic Planning, Risk Management, Team Management, Contract Negotiation, Chef, Budgets
Education
Le Cordon Bleu College of Culinary Arts-Austin 2011 — 2012
Culinary Certificate, Culinary Arts/Chef Training, High Honors
Indiana University - Kelley School of Business 1997 — 2000
MBA, Finance, 3.9/4.0 GPA
Purdue University 1990 — 1995
BS, Business, 3.8/4.0 GPA
Jo Chinburg's Charles Schwab Inc Experience January 2005 - March 2006
Job Executive Compensation Consultant at The Clorox Company
Industry Consumer Goods
Experience
The Clorox Company March 2006 - Present
Charles Schwab Inc January 2005 - March 2006
Del Monte Foods August 1988 - October 2004
Education
University of Oregon 1973 — 1976
The Clorox Company March 2006 - Present
Charles Schwab Inc January 2005 - March 2006
Del Monte Foods August 1988 - October 2004
Education
University of Oregon 1973 — 1976
Tom Scotten's Charles Schwab Inc Experience November 2011 - December 2011
Job Documentation Systems Analyst at CGI
Industry Information Technology and Services
Experience
Available for Consultation & Activation February 2012 - Present
Charles Schwab, Inc. November 2011 - December 2011
Prudential Relocation, Inc. May 2011 - October 2011
Michaels & Associates and Freelance Documentation Consultation February 2010 - March 2011
Salt River Project November 2005 - February 2010
Skills
Software Documentation, Visio, Technical Writing, SharePoint, SnagIt, Analysis, Technical Documentation, Microsoft Word, Outlook, Manuals, Security, Technical Training, Microsoft Excel, Lotus Notes, Sarbanes-Oxley Act, NERC, Information Technology, Instructor-led Training, Needs Analysis, Document Management, Microsoft Visio, Windws 2007, iGrafx, Documentation, NERC Compliance, SOX Compliance, Business Analysis
Education
Arizona State University
BA, History & Political Science, With Distinction
Available for Consultation & Activation February 2012 - Present
Charles Schwab, Inc. November 2011 - December 2011
Prudential Relocation, Inc. May 2011 - October 2011
Michaels & Associates and Freelance Documentation Consultation February 2010 - March 2011
Salt River Project November 2005 - February 2010
Skills
Software Documentation, Visio, Technical Writing, SharePoint, SnagIt, Analysis, Technical Documentation, Microsoft Word, Outlook, Manuals, Security, Technical Training, Microsoft Excel, Lotus Notes, Sarbanes-Oxley Act, NERC, Information Technology, Instructor-led Training, Needs Analysis, Document Management, Microsoft Visio, Windws 2007, iGrafx, Documentation, NERC Compliance, SOX Compliance, Business Analysis
Education
Arizona State University
BA, History & Political Science, With Distinction
Neale Clunie's Charles Schwab Inc Experience June 2005 - January 2012
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade November 2014 - Present
Morgan Stanley January 2012 - November 2014
Charles Schwab, Inc. June 2005 - January 2012
TD Ameritrade January 2004 - June 2005
UBS Wealth Management December 2002 - January 2004
American Management Association January 1999 - December 2001
Skills
Investment Strategies, Series 63, Wealth Management, Securities, Retirement Planning, Mutual Funds, Series 7, Financial Services, Asset Allocation, Equities, Investments, Strategic Financial..., Finance, Investment Advisory, Alternative Investments, Retirement, Uniform Combined State..., Financial Planning, Investment Banking, Project Management, Financial Analysis, Portfolio Management, Asset Management
Education
University at Albany, SUNY 1994 — 1998
Lakeland High School 1990 — 1994
TD Ameritrade November 2014 - Present
Morgan Stanley January 2012 - November 2014
Charles Schwab, Inc. June 2005 - January 2012
TD Ameritrade January 2004 - June 2005
UBS Wealth Management December 2002 - January 2004
American Management Association January 1999 - December 2001
Skills
Investment Strategies, Series 63, Wealth Management, Securities, Retirement Planning, Mutual Funds, Series 7, Financial Services, Asset Allocation, Equities, Investments, Strategic Financial..., Finance, Investment Advisory, Alternative Investments, Retirement, Uniform Combined State..., Financial Planning, Investment Banking, Project Management, Financial Analysis, Portfolio Management, Asset Management
Education
University at Albany, SUNY 1994 — 1998
Lakeland High School 1990 — 1994
Robin Rouda Newman, MSW's Charles Schwab Inc Experience 1999 - 2001
Job Social Work Clinician at Lucile Packard Children's Hospital
Industry Hospital & Health Care
Experience
Lucile Packard Children's Hospital September 2004 - Present
Gap Inc. 2003 - 2004
United Healthcare 2001 - 2003
Charles Schwab, Inc. 1999 - 2001
Childrens Hospital Los Angeles December 1996 - February 1999
SportsMark 1996 - 1996
The Israel Museum, Jerusalem 1994 - 1994
Skills
Social Services, Mental Health, Pediatrics, Hospitals, Healthcare, Writing, Event Management, Fundraising, Conferences
Education
University of Southern California 1994 — 1996
Master
University of California, Berkeley
B.A.
Menlo College
A.A.
Redwood High School
Lucile Packard Children's Hospital September 2004 - Present
Gap Inc. 2003 - 2004
United Healthcare 2001 - 2003
Charles Schwab, Inc. 1999 - 2001
Childrens Hospital Los Angeles December 1996 - February 1999
SportsMark 1996 - 1996
The Israel Museum, Jerusalem 1994 - 1994
Skills
Social Services, Mental Health, Pediatrics, Hospitals, Healthcare, Writing, Event Management, Fundraising, Conferences
Education
University of Southern California 1994 — 1996
Master
University of California, Berkeley
B.A.
Menlo College
A.A.
Redwood High School
Cindy Wargo's Charles Schwab Inc Experience October 2004 - Present
Job Sr Manager, ERISA Consulting at Charles Schwab, Inc.
Industry Financial Services
Experience
Charles Schwab, Inc. October 2004 - Present
KeyBank August 1988 - October 2004
Education
University of Nebraska at Kearney 1976 — 1980
BS
Charles Schwab, Inc. October 2004 - Present
KeyBank August 1988 - October 2004
Education
University of Nebraska at Kearney 1976 — 1980
BS
Joe Ybarra's Charles Schwab Inc Experience November 1998 - April 2009
Job Associate Director at First Republic Bank
Industry Financial Services
Experience
First Republic Bank December 2012 - Present
Etrade Financial May 2009 - December 2012
Charles Schwab Inc November 1998 - April 2009
Charles Schwab November 1998 - January 2009
Smith Barney October 1997 - November 1998
Skills
Risk Management, Brokerage, Mergers, Fraud, Compliance, Due Diligence, Series 24, Series 7, Series 63, Securities, Customer Relations, Series 66, License 9-10
Education
St. Mary's College of California
English/ Philosophy
First Republic Bank December 2012 - Present
Etrade Financial May 2009 - December 2012
Charles Schwab Inc November 1998 - April 2009
Charles Schwab November 1998 - January 2009
Smith Barney October 1997 - November 1998
Skills
Risk Management, Brokerage, Mergers, Fraud, Compliance, Due Diligence, Series 24, Series 7, Series 63, Securities, Customer Relations, Series 66, License 9-10
Education
St. Mary's College of California
English/ Philosophy
Arhun Asokan's Charles Schwab Inc Experience March 2009 - Present
Job Software Quality EngineerRelease Management
Industry Computer Software
Experience
Charles Schwab Inc March 2009 - Present
CHD Expert September 2008 - February 2009
Skills
Microsoft SQL Server, Databases
Education
Illinois Institute of Technology 2005 — 2007
MS, Computer Science
Charles Schwab Inc March 2009 - Present
CHD Expert September 2008 - February 2009
Skills
Microsoft SQL Server, Databases
Education
Illinois Institute of Technology 2005 — 2007
MS, Computer Science
Kathy Dugan's Charles Schwab Inc Experience January 2000 - January 2003
Job Senior Claims Representative at Scottsdale Insurance
Industry Insurance
Experience
Scottsdale Insurance Company August 2015 - Present
Chubb December 2010 - August 2015
CCMC October 2008 - December 2010
HORACE MANN INSURANCE March 2006 - October 2008
DHL February 2004 - October 2004
Wells Fargo February 2003 - January 2004
Charles Schwab, Inc January 2000 - January 2003
Compuware Corporation January 1994 - January 2000
Bear Stearns June 1991 - September 1994
Skills
Claims, Project Coordination, Property & Casualty..., Claims Management, Liability, Casualty, Commercial Lines, Commercial Insurance, Property Damage, Insurance, Process Improvement, Risk Management, Claim, Leadership, Business Analysis, General Insurance, Project Management, Management
Education
Pace University 1982 — 1986
B.B.A, Management Information Systems
Scottsdale Insurance Company August 2015 - Present
Chubb December 2010 - August 2015
CCMC October 2008 - December 2010
HORACE MANN INSURANCE March 2006 - October 2008
DHL February 2004 - October 2004
Wells Fargo February 2003 - January 2004
Charles Schwab, Inc January 2000 - January 2003
Compuware Corporation January 1994 - January 2000
Bear Stearns June 1991 - September 1994
Skills
Claims, Project Coordination, Property & Casualty..., Claims Management, Liability, Casualty, Commercial Lines, Commercial Insurance, Property Damage, Insurance, Process Improvement, Risk Management, Claim, Leadership, Business Analysis, General Insurance, Project Management, Management
Education
Pace University 1982 — 1986
B.B.A, Management Information Systems
Chet Sohal's Charles Schwab Inc Experience January 1997 - January 1999
Job Manager/Outbound Sales at AltEnergy Sales Consulting
Industry Information Technology and Services
Experience
AltEnergy Sales Consulting February 2012 - Present
IBM March 2009 - February 2012
Lenovo Direct Alliance Corporation January 2006 - January 2009
Inlign Wealth Management, LLC January 2003 - January 2006
Home Gold Inc January 1999 - January 2003
Charles Schwab, Inc. January 1997 - January 1999
Skills
BladeCenter, xSeries, VMware, Servers, System X, SAN, Oracle, Selling, Cloud Computing, Management, Direct Sales, Data Center, Sales, CRM, Enterprise Software, Marketing
Education
Eastern Connecticut State University 1986 — 1989
Bachelor of Science, Business Administration
AltEnergy Sales Consulting February 2012 - Present
IBM March 2009 - February 2012
Lenovo Direct Alliance Corporation January 2006 - January 2009
Inlign Wealth Management, LLC January 2003 - January 2006
Home Gold Inc January 1999 - January 2003
Charles Schwab, Inc. January 1997 - January 1999
Skills
BladeCenter, xSeries, VMware, Servers, System X, SAN, Oracle, Selling, Cloud Computing, Management, Direct Sales, Data Center, Sales, CRM, Enterprise Software, Marketing
Education
Eastern Connecticut State University 1986 — 1989
Bachelor of Science, Business Administration
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.