Charles Schwab Investment Management, Inc.
Industry: Company
DescriptionFounded: 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
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
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
Charles Schwab Investment Management, Inc. June 1997 - Present
Education
University of California, Irvine 1992 — 1996
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
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
Charles Schwab DirectorCharles Schwab Investment Management Inc.December 2000 - Present
Charles Schwab Investment Management, Inc. 2000 - Present
Education
San Francisco State University
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
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
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
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