Charles Schwab Institutional
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Charles Schwab Institutional Employees
Employee
Years
Job
Industry
Michael Scott Williams, MBA Michael Scott Williams, MBA's Charles Schwab Institutional Experience June 2000 - January 2003
Job Senior Manager, Business Intelligence
Industry Legal Services
Experience
Carlton Fields PA January 2009 - Present
Akerman - Attorneys at Law September 2006 - November 2008
Polaroid Corporation January 2004 - January 2006
Charles Schwab Institutional June 2000 - January 2003
UnitedHealth Group / United Behavioral Health (subsidiary) June 1999 - June 2000
UPS (Emery Worldwide Heavy Logistics acquired by UPS) June 1996 - June 1999
National Security Agency October 1986 - January 1991
Skills
Competitive Analysis, Market Research, Competitive Intelligence, Analysis, CRM, Strategy, Marketing Strategy, Business Intelligence, Strategic Planning, Business Development, Business Strategy, International Marketing, Marketing Research, Business Planning, New Business Development, International..., Management, International ..., Client Business..., International Business, Marketing, Business Intelligence..., Business Intelligence..., Leadership, Foreign Languages
Education
Middlebury Institute of International Studies at Monterey 1992 — 1995
MBA, International Business Adminstration, Business Russian
Defense Language Institute
AA, Russian Language, 24/7 Russian Diplomatic Lanaguage Immersion, 3.5
Eckerd College
BA, Modern Language French, Spanish
Institut Americain - Aix-en-Provence
AA, French Language
Queensbury High School
HS Degree with High Honors, Foreign Languages
Universidad Complutense de Madrid
AA, Spanish Language
Carlton Fields PA January 2009 - Present
Akerman - Attorneys at Law September 2006 - November 2008
Polaroid Corporation January 2004 - January 2006
Charles Schwab Institutional June 2000 - January 2003
UnitedHealth Group / United Behavioral Health (subsidiary) June 1999 - June 2000
UPS (Emery Worldwide Heavy Logistics acquired by UPS) June 1996 - June 1999
National Security Agency October 1986 - January 1991
Skills
Competitive Analysis, Market Research, Competitive Intelligence, Analysis, CRM, Strategy, Marketing Strategy, Business Intelligence, Strategic Planning, Business Development, Business Strategy, International Marketing, Marketing Research, Business Planning, New Business Development, International..., Management, International ..., Client Business..., International Business, Marketing, Business Intelligence..., Business Intelligence..., Leadership, Foreign Languages
Education
Middlebury Institute of International Studies at Monterey 1992 — 1995
MBA, International Business Adminstration, Business Russian
Defense Language Institute
AA, Russian Language, 24/7 Russian Diplomatic Lanaguage Immersion, 3.5
Eckerd College
BA, Modern Language French, Spanish
Institut Americain - Aix-en-Provence
AA, French Language
Queensbury High School
HS Degree with High Honors, Foreign Languages
Universidad Complutense de Madrid
AA, Spanish Language
Jeffrey Sonshine Jeffrey Sonshine's Charles Schwab Institutional Experience July 2007 - January 2009
Job Private Investor
Industry Financial Services
Experience
Private Investor and Consultant May 2015 - Present
TD Ameritrade November 2011 - Present
TD Ameritrade August 2010 - November 2011
Charles Schwab April 2010 - August 2010
Charles Schwab December 2008 - August 2009
Charles Schwab Institutional July 2007 - January 2009
Smith Barney (Legg Mason) June 2001 - June 2007
Morgan Stanley February 2000 - June 2001
Morgan Stanley November 1991 - February 2000
Dean Witter January 1990 - November 1991
Skills
Strategic Financial..., Investments, Asset Allocation, Financial Advisory, Financial Analysis, Series 7, Business Planning, Portfolio Management, Asset Managment, Alternative Investments, Finance, Equities, Securities, Fixed Income, Investment Advisory
Education
Texas A&M University 1982 — 1983
MBA, Finance
Wayne State University
B.S, Finance
Private Investor and Consultant May 2015 - Present
TD Ameritrade November 2011 - Present
TD Ameritrade August 2010 - November 2011
Charles Schwab April 2010 - August 2010
Charles Schwab December 2008 - August 2009
Charles Schwab Institutional July 2007 - January 2009
Smith Barney (Legg Mason) June 2001 - June 2007
Morgan Stanley February 2000 - June 2001
Morgan Stanley November 1991 - February 2000
Dean Witter January 1990 - November 1991
Skills
Strategic Financial..., Investments, Asset Allocation, Financial Advisory, Financial Analysis, Series 7, Business Planning, Portfolio Management, Asset Managment, Alternative Investments, Finance, Equities, Securities, Fixed Income, Investment Advisory
Education
Texas A&M University 1982 — 1983
MBA, Finance
Wayne State University
B.S, Finance
Paul Polese's Charles Schwab Institutional Experience 2005 - 2010
Job VP, Business Development at Wealth Access, Inc.
Industry Financial Services
Experience
Wealth Access, Inc. May 2015 - Present
Placemark Investments (Acquired by Envestnet) February 2014 - May 2015
Black Diamond Performance Reporting, LLC (Acquired by Advent Software) 2010 - 2013
Charles Schwab Institutional 2005 - 2010
Pershing, a BNY Mellon company 2002 - 2005
Skills
Product Management, New Business Development, Business Strategy, SaaS, Financial Services, Portfolio Management, Investment Management, Mutual Funds, Investment Advisory, Alternative Investments, Equities, Securities, Management
Education
Springfield College 1993 — 1996
John Jay High School
Wealth Access, Inc. May 2015 - Present
Placemark Investments (Acquired by Envestnet) February 2014 - May 2015
Black Diamond Performance Reporting, LLC (Acquired by Advent Software) 2010 - 2013
Charles Schwab Institutional 2005 - 2010
Pershing, a BNY Mellon company 2002 - 2005
Skills
Product Management, New Business Development, Business Strategy, SaaS, Financial Services, Portfolio Management, Investment Management, Mutual Funds, Investment Advisory, Alternative Investments, Equities, Securities, Management
Education
Springfield College 1993 — 1996
John Jay High School
Brooks Allen Brooks Allen's Charles Schwab Institutional Experience January 2007 - July 2008
Job Director, Strategic Partnerships at Charles Schwab
Industry Marketing and Advertising
Experience
Charles Schwab May 2015 - Present
Charles Schwab June 2011 - Present
Brooks Allen Photography July 2008 - Present
Union Bank April 2010 - March 2011
Charles Schwab June 2009 - April 2010
Charles Schwab Institutional January 2007 - July 2008
Ribbon of Road June 2005 - December 2006
Charles Schwab January 2000 - June 2005
University of Oregon Athletics January 1995 - June 1998
Skills
Sponsorship, Sponsorship Activation, Email Marketing, Online Marketing, Direct Marketing, Integrated Marketing, Marketing Communications, Marketing, Advertising, Strategy, Marketing Strategy, Web Design, Business Development, Project Management, Product Marketing, Online Advertising, Strategic Partnerships, Creative Direction
Education
University of Oregon - Charles H. Lundquist College of Business 1994 — 1998
Le Cordon Bleu 1999 — 1999
French Cuisine & Wine
Saint Ignatius College Preparatory 1990 — 1994
Cathedral School for Boys
Charles Schwab May 2015 - Present
Charles Schwab June 2011 - Present
Brooks Allen Photography July 2008 - Present
Union Bank April 2010 - March 2011
Charles Schwab June 2009 - April 2010
Charles Schwab Institutional January 2007 - July 2008
Ribbon of Road June 2005 - December 2006
Charles Schwab January 2000 - June 2005
University of Oregon Athletics January 1995 - June 1998
Skills
Sponsorship, Sponsorship Activation, Email Marketing, Online Marketing, Direct Marketing, Integrated Marketing, Marketing Communications, Marketing, Advertising, Strategy, Marketing Strategy, Web Design, Business Development, Project Management, Product Marketing, Online Advertising, Strategic Partnerships, Creative Direction
Education
University of Oregon - Charles H. Lundquist College of Business 1994 — 1998
Le Cordon Bleu 1999 — 1999
French Cuisine & Wine
Saint Ignatius College Preparatory 1990 — 1994
Cathedral School for Boys
Louise Barnes Louise Barnes's Charles Schwab Institutional Experience March 1998 - October 2006
Job Social Impact & Environmental Sustainability
Industry Management Consulting
Experience
TRED-LITE July 2007 - Present
VMware, Inc. October 2006 - May 2007
Charles Schwab Institutional March 1998 - October 2006
Carlson Marketing Group July 1995 - March 1998
Jones Lang Wooton Real Estate, Hong Kong March 1994 - March 1995
Skills
Marketing Communications, Marketing, Sustainability, Management, Integrated Marketing, Event Planning, Strategic Planning, Marketing Strategy, Strategic Partnerships, Strategy, Event Management, Budgets, Leadership, Team Building, Program Management, CRM, Sustainability..., Start-ups, New Business Development, Account Management, Product Management, Email Marketing, Business Development, Social Media Marketing, Digital Marketing, Product Marketing, B2B, Market Research, Brand Development, Project Planning, Corporate Social..., Trade Shows, Sponsorship, Sustainability Reporting, Sustainable Business, Entrepreneurship, Internal Communications, Lead Generation, Negotiation, Project Management
Education
The University of British Columbia 2008 — 2008
Sustainability Consultant, Summer Institute in Sustainability
Arts Educational School
TRED-LITE July 2007 - Present
VMware, Inc. October 2006 - May 2007
Charles Schwab Institutional March 1998 - October 2006
Carlson Marketing Group July 1995 - March 1998
Jones Lang Wooton Real Estate, Hong Kong March 1994 - March 1995
Skills
Marketing Communications, Marketing, Sustainability, Management, Integrated Marketing, Event Planning, Strategic Planning, Marketing Strategy, Strategic Partnerships, Strategy, Event Management, Budgets, Leadership, Team Building, Program Management, CRM, Sustainability..., Start-ups, New Business Development, Account Management, Product Management, Email Marketing, Business Development, Social Media Marketing, Digital Marketing, Product Marketing, B2B, Market Research, Brand Development, Project Planning, Corporate Social..., Trade Shows, Sponsorship, Sustainability Reporting, Sustainable Business, Entrepreneurship, Internal Communications, Lead Generation, Negotiation, Project Management
Education
The University of British Columbia 2008 — 2008
Sustainability Consultant, Summer Institute in Sustainability
Arts Educational School
Charles Cornett Charles Cornett's Charles Schwab Institutional Experience 1999 - 2006
Job SVP, Regional Director at Wells Fargo Advisors Financial Network
Industry Financial Services
Experience
Wells Fargo Advisors Financial Network March 2006 - Present
Charles Schwab Institutional 1999 - 2006
Skills
Business Development, Financial Recruiting, Investments, Portfolio Management, Finance, Financial Services, Wealth Management, Relationship Management, Retirement Planning
Education
University of Richmond - Robins School of Business 1981 — 1985
Bachelor of Science (BS), Finance, Marketing
Jesuit High School, Tampa, FL 1977 — 1981
Wells Fargo Advisors Financial Network March 2006 - Present
Charles Schwab Institutional 1999 - 2006
Skills
Business Development, Financial Recruiting, Investments, Portfolio Management, Finance, Financial Services, Wealth Management, Relationship Management, Retirement Planning
Education
University of Richmond - Robins School of Business 1981 — 1985
Bachelor of Science (BS), Finance, Marketing
Jesuit High School, Tampa, FL 1977 — 1981
Sheneza Bibi Alladin Sheneza Bibi Alladin's Charles Schwab Institutional Experience June 2007 - December 2007
Job Accounts Receivable at Visit Orlando
Industry Leisure, Travel & Tourism
Experience
Visit Orlando October 2008 - Present
Primrose Center January 2008 - October 2008
Charles Schwab Institutional June 2007 - December 2007
Skills
Hotels, Hospitality, Resorts, Hospitality Industry, Tourism, Outlook, Microsoft Excel, Travel Management, Hotel Management, Budgets
Education
Nova Southeastern University 2012 — 2013
Bachelor's degree, Business Administration and Management, General
Miami Dade College
Associate's degree, Business Administration and Management, General
Visit Orlando October 2008 - Present
Primrose Center January 2008 - October 2008
Charles Schwab Institutional June 2007 - December 2007
Skills
Hotels, Hospitality, Resorts, Hospitality Industry, Tourism, Outlook, Microsoft Excel, Travel Management, Hotel Management, Budgets
Education
Nova Southeastern University 2012 — 2013
Bachelor's degree, Business Administration and Management, General
Miami Dade College
Associate's degree, Business Administration and Management, General
Angelina Carson's Charles Schwab Institutional Experience April 2006 - August 2009
Job Director of Operations, Advisory at The Hackett Group
Industry Management Consulting
Experience
The Hackett Group April 2013 - Present
The Hackett Group April 2012 - April 2013
Clearbridge Wealth March 2012 - April 2012
Genworth Financial Trust Company May 2010 - March 2012
Genworth Financial Trust Company August 2009 - May 2010
Charles Schwab Institutional April 2006 - August 2009
Charles Schwab Retail Brokerage Services September 2003 - April 2006
Skills
Series 7, Series 63, Microsoft Office, Excel, Financial Advisory, Microsoft Excel, Strategic Financial..., Risk Management, Mutual Funds, Retirement Planning, Retirement, Salesforce.com, Investments, Change Management, Process Improvement, Leadership, Management, Wealth Management..., Business Process..., Program Management, Financial Planning, CRM, Business Relationship..., Long-term Customer..., Team Leadership
Education
Arizona State University
Bachelor's of, Interdisciplinary Studies; Organizational Management
American Public University System 2014 — 2015
Master of Business Administration (MBA), Finance
The Hackett Group April 2013 - Present
The Hackett Group April 2012 - April 2013
Clearbridge Wealth March 2012 - April 2012
Genworth Financial Trust Company May 2010 - March 2012
Genworth Financial Trust Company August 2009 - May 2010
Charles Schwab Institutional April 2006 - August 2009
Charles Schwab Retail Brokerage Services September 2003 - April 2006
Skills
Series 7, Series 63, Microsoft Office, Excel, Financial Advisory, Microsoft Excel, Strategic Financial..., Risk Management, Mutual Funds, Retirement Planning, Retirement, Salesforce.com, Investments, Change Management, Process Improvement, Leadership, Management, Wealth Management..., Business Process..., Program Management, Financial Planning, CRM, Business Relationship..., Long-term Customer..., Team Leadership
Education
Arizona State University
Bachelor's of, Interdisciplinary Studies; Organizational Management
American Public University System 2014 — 2015
Master of Business Administration (MBA), Finance
Oleg Simanovsky's Charles Schwab Institutional Experience May 2006 - February 2014
Job Branch Office Examiner
Industry Investment Management
Experience
AIG Advisor Group September 2015 - Present
AIG Advisor Group March 2014 - September 2015
Charles Schwab Institutional May 2006 - February 2014
Merrill Lynch October 2004 - April 2005
Andover Brokerage, LLC April 1999 - January 2004
SCHONFELD SECURITIES, LLC April 1993 - January 1998
Citi June 1992 - March 1993
Charles Schwab December 1989 - June 1992
Skills
Equities, Series 7, FINRA, Equity Trading, Securities, ETFs, Trading, Series 63, Options, Investments, Equity Derivatives, Alternative Investments, Fixed Income, Trading Systems, Mutual Funds, Electronic Trading, Hedge Funds, Bloomberg, Proprietary Trading, Financial Markets, Asset Allocation, Bonds, Series 24, Investment Strategies, Series 55, Series 66, series 9, Series 10, Variable Annuities
Education
University of Delaware 1985 — 1988
BS, Business Adm- Finance/Marketing
Michigan Technological University
Mechanical Engineering
AIG Advisor Group September 2015 - Present
AIG Advisor Group March 2014 - September 2015
Charles Schwab Institutional May 2006 - February 2014
Merrill Lynch October 2004 - April 2005
Andover Brokerage, LLC April 1999 - January 2004
SCHONFELD SECURITIES, LLC April 1993 - January 1998
Citi June 1992 - March 1993
Charles Schwab December 1989 - June 1992
Skills
Equities, Series 7, FINRA, Equity Trading, Securities, ETFs, Trading, Series 63, Options, Investments, Equity Derivatives, Alternative Investments, Fixed Income, Trading Systems, Mutual Funds, Electronic Trading, Hedge Funds, Bloomberg, Proprietary Trading, Financial Markets, Asset Allocation, Bonds, Series 24, Investment Strategies, Series 55, Series 66, series 9, Series 10, Variable Annuities
Education
University of Delaware 1985 — 1988
BS, Business Adm- Finance/Marketing
Michigan Technological University
Mechanical Engineering
Dasha Grafil's Charles Schwab Institutional Experience November 1989 - March 1995
Job Board Member, Cultural Homestay International
Industry Education Management
Experience
Cultural Homestay International April 2009 - Present
Intuit October 2001 - February 2008
Intuit September 1997 - October 2001
Intuit March 1995 - September 1997
Charles Schwab Institutional November 1989 - March 1995
Bank of America November 1988 - November 1989
Wells Fargo June 1986 - October 1988
Crocker Bank September 1983 - February 1986
Skills
Business Strategy, Corporate Development, Strategic Alliances, Business Development, Business Alliances, Online Advertising, Partnerships, Entrepreneurship, Leadership Development, Cloud Computing, New Business Development, Mergers, Marketing Strategy, Mobile Devices, Partner Management, Executive Management, Small Business, Outsourcing, Mergers & Acquisitions, Portfolio Management, Investments, Program Management, Advertising, Strategy, Start-ups, Cross-functional Team...
Education
San Francisco State University, College of Business 1979 — 1981
MBA, International Business
San Francisco State University
BA, Business
Cultural Homestay International April 2009 - Present
Intuit October 2001 - February 2008
Intuit September 1997 - October 2001
Intuit March 1995 - September 1997
Charles Schwab Institutional November 1989 - March 1995
Bank of America November 1988 - November 1989
Wells Fargo June 1986 - October 1988
Crocker Bank September 1983 - February 1986
Skills
Business Strategy, Corporate Development, Strategic Alliances, Business Development, Business Alliances, Online Advertising, Partnerships, Entrepreneurship, Leadership Development, Cloud Computing, New Business Development, Mergers, Marketing Strategy, Mobile Devices, Partner Management, Executive Management, Small Business, Outsourcing, Mergers & Acquisitions, Portfolio Management, Investments, Program Management, Advertising, Strategy, Start-ups, Cross-functional Team...
Education
San Francisco State University, College of Business 1979 — 1981
MBA, International Business
San Francisco State University
BA, Business
Kellie Beakey's Charles Schwab Institutional Experience May 2003 - January 2007
Job Chief of Staff, Office of the CMO at VMware
Industry Marketing and Advertising
Experience
VMware December 2013 - Present
VMware, Inc. January 2007 - December 2013
Charles Schwab Institutional May 2003 - January 2007
LKE Productions 1997 - 2003
Education
University of Arizona 1988 — 1994
VMware December 2013 - Present
VMware, Inc. January 2007 - December 2013
Charles Schwab Institutional May 2003 - January 2007
LKE Productions 1997 - 2003
Education
University of Arizona 1988 — 1994
Richard Aleman's Charles Schwab Institutional Experience September 2008 - Present
Job Manager Advisor Services Margins/Post Execution
Industry Financial Services
Experience
Charles Schwab Institutional September 2008 - Present
Schwab Institutional 1999 - Present
Education
University of Colorado Boulder 1994 — 1998
Bachelor of Science in Business Administration, Marketing and International Business
Charles Schwab Institutional September 2008 - Present
Schwab Institutional 1999 - Present
Education
University of Colorado Boulder 1994 — 1998
Bachelor of Science in Business Administration, Marketing and International Business
Ed Pollis's Charles Schwab Institutional Experience 2006 - 2011
Job Head of Practice Management at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors May 2014 - Present
Charles Schwab Advisor Services March 2011 - May 2014
Charles Schwab Institutional 2006 - 2011
Charles Schwab Retirement Plan Services 2004 - 2006
Skills
Investments, Wealth Management, Series 7, Mutual Funds, Asset Management, Portfolio Management, Financial Services, Alternative Investments, Series 63, Investment Advisory, Financial Advisory
Education
D'Amore-McKim School of Business at Northeastern University 1997 — 1998
MBA, Finance
Babson College 1986 — 1990
BS, Finance
Voya Financial Advisors May 2014 - Present
Charles Schwab Advisor Services March 2011 - May 2014
Charles Schwab Institutional 2006 - 2011
Charles Schwab Retirement Plan Services 2004 - 2006
Skills
Investments, Wealth Management, Series 7, Mutual Funds, Asset Management, Portfolio Management, Financial Services, Alternative Investments, Series 63, Investment Advisory, Financial Advisory
Education
D'Amore-McKim School of Business at Northeastern University 1997 — 1998
MBA, Finance
Babson College 1986 — 1990
BS, Finance
John McKenty's Charles Schwab Institutional Experience May 2011 - November 2013
Job Relational and Consultative Sales within RIA community.
Industry Financial Services
Experience
State Street December 2013 - Present
Charles Schwab Institutional May 2011 - November 2013
Merrill Lynch October 1999 - June 2008
Education
Mount St. Mary's University 1994 — 1998
State Street December 2013 - Present
Charles Schwab Institutional May 2011 - November 2013
Merrill Lynch October 1999 - June 2008
Education
Mount St. Mary's University 1994 — 1998
Patricia Schwarz's Charles Schwab Institutional Experience April 2004 - August 2005
Job Chief Compliance Officer at TFO Phoenix, Inc.
Industry Financial Services
Experience
TFO Phoenix, Inc. January 2013 - Present
TFO Phoenix, Inc. February 2012 - December 2012
Genworth Financial January 2011 - February 2012
Genworth Financial March 2009 - January 2011
Genworth Financial March 2006 - March 2009
Genworth Financial August 2005 - June 2006
Charles Schwab Institutional April 2004 - August 2005
Charles Schwab January 2002 - April 2004
Charles Schwab December 2000 - December 2001
Charles Schwab June 1999 - December 2000
Skills
Series 63, FINRA, Mutual Funds, Series 7, Fixed Annuities, Wealth Management..., Trust Services, Brokerage, Compliance
Education
University of Virginia - Darden Graduate School of Business Administration 2011 — 2011
Experienced Managers Course
Arizona State University West 1996 — 2000
Bachelor of Science in Global Business, International Studies
TFO Phoenix, Inc. January 2013 - Present
TFO Phoenix, Inc. February 2012 - December 2012
Genworth Financial January 2011 - February 2012
Genworth Financial March 2009 - January 2011
Genworth Financial March 2006 - March 2009
Genworth Financial August 2005 - June 2006
Charles Schwab Institutional April 2004 - August 2005
Charles Schwab January 2002 - April 2004
Charles Schwab December 2000 - December 2001
Charles Schwab June 1999 - December 2000
Skills
Series 63, FINRA, Mutual Funds, Series 7, Fixed Annuities, Wealth Management..., Trust Services, Brokerage, Compliance
Education
University of Virginia - Darden Graduate School of Business Administration 2011 — 2011
Experienced Managers Course
Arizona State University West 1996 — 2000
Bachelor of Science in Global Business, International Studies
Leslie Lanigan's Charles Schwab Institutional Experience June 2008 - August 2008
Job Executive Assistant
Industry Legal Services
Experience
Northcentral University May 2013 - August 2015
Tupperware Brands June 2010 - August 2012
Best Western International August 2008 - June 2010
Charles Schwab Institutional June 2008 - August 2008
Golden State Foods February 2007 - June 2008
VitalStream, Inc. March 2005 - February 2007
Bravo Sports April 2001 - March 2005
Data Systems International June 1998 - June 2000
Education
St. Mary-of-the-Woods College
BS, Paralegal
Northcentral University May 2013 - August 2015
Tupperware Brands June 2010 - August 2012
Best Western International August 2008 - June 2010
Charles Schwab Institutional June 2008 - August 2008
Golden State Foods February 2007 - June 2008
VitalStream, Inc. March 2005 - February 2007
Bravo Sports April 2001 - March 2005
Data Systems International June 1998 - June 2000
Education
St. Mary-of-the-Woods College
BS, Paralegal
Venkata Katikala's Charles Schwab Institutional Experience October 2008 - February 2009
Job Sr. Siebel Consultant at Southwest Airlines
Industry Airlines/Aviation
Experience
Southwest Airlines August 2013 - Present
Oracle February 2013 - August 2013
HSN October 2010 - February 2013
QVC June 2011 - October 2011
Eli Lilly March 2009 - September 2010
Charles Schwab Institutional October 2008 - February 2009
Alltel Wireless 2004 - 2008
United Healthcare June 2004 - October 2004
Cadence Development March 2002 - December 2003
Twincities Infotech June 2000 - January 2002
Education
Bharathidasan University 1997 — 2000
Master Of Computer Applications, Computer Applications
Acharya Nagarjuna University 1994 — 1997
BSC, Maths, Physics and Electronics
Southwest Airlines August 2013 - Present
Oracle February 2013 - August 2013
HSN October 2010 - February 2013
QVC June 2011 - October 2011
Eli Lilly March 2009 - September 2010
Charles Schwab Institutional October 2008 - February 2009
Alltel Wireless 2004 - 2008
United Healthcare June 2004 - October 2004
Cadence Development March 2002 - December 2003
Twincities Infotech June 2000 - January 2002
Education
Bharathidasan University 1997 — 2000
Master Of Computer Applications, Computer Applications
Acharya Nagarjuna University 1994 — 1997
BSC, Maths, Physics and Electronics
Jeffrey Egan's Charles Schwab Institutional Experience 2002 - 2004
Job Director Institutional Business Development at RS Investments
Industry Investment Management
Experience
RS Investments 2014 - Present
HSBC 2007 - 2014
Bank of Montreal 2004 - 2007
Charles Schwab Institutional 2002 - 2004
Chase Global Asset Management (JPMorgan Chase) 1996 - 2002
Kidder Peabody/ Paine Webber Inc. 1990 - 1995
Skills
Mutual Funds, Emerging Ma, Institutional Research, Product Development, Fixed Income Products, Sales Management, Asset Management, Global Strategy, Sales Presentations, Asset Managment, Banking, Fixed Income, Hedge Funds, Institutional..., Investments, Trading, Investment Management, Equities
Education
Northwestern University 2005 — 2006
Certified Financial Planning Program
George Mason University
Bachelor of Arts (BA), Economics/English
RS Investments 2014 - Present
HSBC 2007 - 2014
Bank of Montreal 2004 - 2007
Charles Schwab Institutional 2002 - 2004
Chase Global Asset Management (JPMorgan Chase) 1996 - 2002
Kidder Peabody/ Paine Webber Inc. 1990 - 1995
Skills
Mutual Funds, Emerging Ma, Institutional Research, Product Development, Fixed Income Products, Sales Management, Asset Management, Global Strategy, Sales Presentations, Asset Managment, Banking, Fixed Income, Hedge Funds, Institutional..., Investments, Trading, Investment Management, Equities
Education
Northwestern University 2005 — 2006
Certified Financial Planning Program
George Mason University
Bachelor of Arts (BA), Economics/English
Jaimi Dennehy's Charles Schwab Institutional Experience 2005 - 2008
Job Investment Associate J.P. Morgan Private Bank
Industry Investment Management
Experience
J.P. Morgan Private Bank 2009 - Present
Art with Heart September 2013 - Present
Charles Schwab Trust Company 2008 - 2009
Charles Schwab Institutional 2005 - 2008
Skills
Equities, Financial Analysis, Financial Modeling, Investments, Nonprofits, Portfolio Management, Program Management, Series 7, Training
Education
Arizona State University - W. P. Carey School of Business 2005 — 2009
Finance, Finance and Global Business
J.P. Morgan Private Bank 2009 - Present
Art with Heart September 2013 - Present
Charles Schwab Trust Company 2008 - 2009
Charles Schwab Institutional 2005 - 2008
Skills
Equities, Financial Analysis, Financial Modeling, Investments, Nonprofits, Portfolio Management, Program Management, Series 7, Training
Education
Arizona State University - W. P. Carey School of Business 2005 — 2009
Finance, Finance and Global Business
Trisha McGivern's Charles Schwab Institutional Experience October 1995 - November 1999
Job New Business Relationship Manager AssetMark Trust
Industry Financial Services
Experience
AssetMark Trust May 2011 - Present
Charles Schwab Advisor Services November 1999 - March 2011
Charles Schwab Institutional October 1995 - November 1999
Merril Lynch March 1990 - October 1995
Merrill lynch March 1986 - October 1989
Skills
Financial Services, Business Development, Investments, Management, Relationship Management, Sales, Sales Operations
Education
St. Catherine University 2005 — 2012
pending, Communications/Writing Intensive
St Marys Jr College 1978 — 1980
AA, Special Education
AssetMark Trust May 2011 - Present
Charles Schwab Advisor Services November 1999 - March 2011
Charles Schwab Institutional October 1995 - November 1999
Merril Lynch March 1990 - October 1995
Merrill lynch March 1986 - October 1989
Skills
Financial Services, Business Development, Investments, Management, Relationship Management, Sales, Sales Operations
Education
St. Catherine University 2005 — 2012
pending, Communications/Writing Intensive
St Marys Jr College 1978 — 1980
AA, Special Education