Charles Schwab Investment Management, Inc.

Industry: Company

Description

Founded: 1989 Parent organization: Charles Schwab Corporation

Charles Schwab Investment Management, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Charles Schwab Investment Management, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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Charles Schwab Investment Management, Inc. Employees

Employee
Years
Job
Industry
Free Foutz Free Foutz Cleveland/Akron, Ohio Area Details
Free Foutz's Charles Schwab Investment Management, Inc. Experience December 2011 - July 2015
Job Manager External Investments at Charles Schwab Investment Management, Inc.
Industry Financial Services
Experience
Charles Schwab Investment Management, Inc.   December 2011 - July 2015
Charles Schwab Investment Management, Inc.   June 2008 - December 2011
Charles Schwab & Company, Inc. - Retirement Plan Services   June 2006 - June 2008
Charles Schwab & Company, Inc. - Retirement Plan Services   January 2005 - June 2006
Charles Schwab & Company, Inc. - Retirement Plan Services   March 2002 - December 2004
US Banccorp  October 2001 - March 2002

Skills
Portfolio Management, Asset Allocation, Quantitative Research, Qualitative Research, Manager Research, Finance, Investment Management, Qualified Retirement..., Stable Value, Mutual Funds, Collective Trusts, Personnel Supervision, Presentations, Investments, Equities, Asset Management, Management, Fixed Income, Series 7, Financial Services, Investment Strategies, Leadership, Securities, Series 63, Retirement, Financial Analysis, 401k, Analysis, Due Diligence, Risk Management, Relationship Management

Education
Ohio University   1996 — 2000
Bachelor of Arts (B.A.), Industrial / Organizational Psychology

William L. Martin, CFA, CIPM William L. Martin, CFA, CIPM San Francisco Bay Area Details
William L. Martin, CFA, CIPM's Charles Schwab Investment Management, Inc. Experience February 2004 - Present
Job Performance Analyst at Charles Schwab Investment Management, Inc.
Industry Investment Management
Experience
Charles Schwab Investment Management, Inc.   February 2004 - Present
AXA Rosenberg Investment Management LLC   May 2003 - January 2004

Skills
Equities, Mutual Funds, Alternative Investments, Marketing Communications, Retirement, Asset Management, Asset Allocation, Investment Management

Education
Hamilton College

San Francisco State University
MA

Chien Chao Chien Chao San Francisco Bay Area Details
Chien Chao's Charles Schwab Investment Management, Inc. Experience June 1997 - Present
Job Senior Performance Analyst at Charles Schwab Investment Management, Inc.
Industry Investment Management
Experience
Charles Schwab Investment Management, Inc.   June 1997 - Present

Education
University of California, Irvine   1992 — 1996

Anne Krainer Anne Krainer San Francisco Bay Area Details
Anne Krainer's Charles Schwab Investment Management, Inc. Experience 2006 - 2011
Job Systems Data Quality Engineer at DCI, LLC
Industry Financial Services
Experience
DCI, LLC  February 2014 - Present
Charles Schwab  October 2011 - June 2012
Charles Schwab Investment Management, Inc.   2006 - 2011
MSCI Barra  1997 - 2003
Barra  1997 - 2003
High School  August 1996 - June 1997

Skills
Fixed Income, Risk Management, SQL, Business Analysis, Data Mining, Data Management, Microsoft Excel, Software Development, Matlab, Logical Data Modeling, Mathematics, Quantitative Research, Relational Databases, Basics of Unix, Bloomberg, IntelliJ IDEA, Git

Education
Florida State University   1986 — 1991
Bachelor of Arts (BA), Economics/Philosophy

University of Wisconsin-Madison
Master of Science (MS), Economics

Anh-Thu Truong Anh-Thu Truong San Francisco Bay Area Details
Anh-Thu Truong's Charles Schwab Investment Management, Inc. Experience September 2011 - Present
Job Senior Manager Fixed Income Research/Credit Reporting & Analytics at Charles Schwab
Industry Capital Markets
Experience
Charles Schwab Investment Management, Inc.   September 2011 - Present
Pacific Gas and Electric Company  2010 - September 2011
Mirion Technologies, Inc.   October 2009 - December 2010
Kaiser Permanente Insurance Company   March 2008 - October 2009
Irwin Financial Corporation  2005 - 2007
Eloan  September 2002 - September 2005
GE  April 1998 - April 2000

Skills
Financial Analysis, Budgets, Financial Modeling, Financial Reporting, Forecasting, Mortgage Lending, Risk Management, Analysis, Analytics, Business Analysis

Education
University at Albany, SUNY   1989 — 1991
MA, Business Economics

Mei-Luh Lee Mei-Luh Lee Benton Harbor, Michigan Area Details
Mei-Luh Lee's Charles Schwab Investment Management, Inc. Experience 2000 - Present
Job Director at Charles Schwab Investment Management Inc.
Industry Investment Management
Experience
Charles Schwab  DirectorCharles Schwab Investment Management Inc.December 2000 - Present
Charles Schwab Investment Management, Inc.   2000 - Present

Education
San Francisco State University

Chuck Craig, CFA Chuck Craig, CFA Greater Denver Area Details
Chuck Craig, CFA's Charles Schwab Investment Management, Inc. Experience January 2012 - Present
Job Managing Director, Equity ETF Portfolio Management at Charles Schwab
Industry Investment Management
Experience
Charles Schwab Investment Management, Inc.   January 2012 - Present
Guggenheim Funds  July 2003 - January 2012
First Trust Portfolios  September 1999 - May 2003
PMA Financial   June 1995 - September 1999
White House Communications Agency  November 1988 - July 1994

Skills
Alternative Investments, Asset Allocation, Commodity, ETFs, Equities, Financial Markets, Investment Strategies, Investments, Portfolio Management, Unit Investment Trusts, Mutual Funds, Securities, Series 7, Series 63, Fixed Income

Education
Illinois Institute of Technology   1997 — 2003
M.S., Financial Markets and Trading

Northern Illinois University   1994 — 1996
B.S., Finance

steven schantz steven schantz San Francisco Bay Area Details
steven schantz's Charles Schwab Investment Management, Inc. Experience 2001 - 2009
Job Managing Director at Schantz Consulting Services
Industry Financial Services
Experience
Hercules Technology Growth Capital, Inc.   March 2015 - Present
Schantz Consulting Services   January 2013 - Present
ASA Gold and Precious Metals Limited   August 2010 - July 2012
Charles Schwab Investment Management, Inc.   2001 - 2009
Barclays Global Investors  1996 - 2001
U.S. Securities and Exchange Commission   1993 - 1996
U.S. Securities and Exchange Commission   1990 - 1993
Pillsbury, Madison and Sutro   1987 - 1990

Skills
Investment Advisory, Securities Regulation, Derivatives, Corporate Governance, Risk Management, Litigation, Financial Reporting, Securities, Mutual Funds, Fund Accounting, Team Building, Hedge Funds

Education
State University of New York at Albany
B.A., Political Science, English

University of San Francisco School of Law
J.D., Law

Benjamin Kalman, CFA Benjamin Kalman, CFA Seattle, Washington Details
Benjamin Kalman, CFA's Charles Schwab Investment Management, Inc. Experience October 2008 - April 2011
Job
Industry Financial Services
Experience
Laird Norton Wealth Management  September 2013 - June 2015
City of Seattle  October 2011 - August 2013
Charles Schwab Investment Management, Inc.   October 2008 - April 2011
Charles Schwab Investment Management, Inc.   October 2007 - November 2008
Charles Schwab Investment Management, Inc.   September 2006 - October 2007

Skills
Investments, Equities, Fixed Income, Portfolio Management, Asset Allocation, ETFs, Private Equity, Due Diligence, Economics, Asset Management, Mutual Funds, Wealth Management, Alternative Investments, Hedge Funds, Investment Management

Education
California State University-Long Beach - College of Business Administration   2002 — 2006
Undergraduate, Business Administration, Finance

Susanne Jonsson Susanne Jonsson Greater Denver Area Details
Susanne Jonsson's Charles Schwab Investment Management, Inc. Experience October 2014 - Present
Job Manager Performance Reporting & Research
Industry Investment Management
Experience
Charles Schwab Investment Management, Inc.   October 2014 - Present
Charles Schwab  March 2012 - Present
Charles Schwab  April 2010 - March 2012
Lipper, A Thomson Reuters Company  May 2002 - May 2007
Moneta Group  January 2000 - July 2001

Skills
Equities, Investments, Microsoft Excel, Mutual Funds, Hedge Funds, Financial Markets, Business Analysis, Asset Management, Investment Management, Financial Services, Process Improvement, Finance

Education
Austin Peay State University
BBA, Finance

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