Schwab Company
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
Schwab List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Schwab. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Schwab Employees
Employee
Years
Job
Industry
Kristin Harad, CFP® Kristin Harad, CFP®'s Schwab Experience 1997 - 1999
Job Marketing Trainer, Speaker, Blogger, and Coach for Independent Financial Advisors
Industry Financial Services
Experience
Kristin Harad January 2010 - Present
The Mercato Advisor Marketplace January 2013 - December 2014
VitaVie Financial Planning June 2006 - December 2014
Carlson Marketing Group January 2004 - June 2006
The Coaches Training Institute May 2003 - January 2004
MyPoints.com, Inc. 1999 - 2002
Schwab 1997 - 1999
Grey Group August 1994 - June 1997
Skills
Financial Coaching, Executive Coaching, Direct Marketing, Marketing Strategy, Brand Development, Niche Marketing, Entrepreneurship..., Entrepreneurship, Business Development, Marketing, Small Business, Training, Strategic Partnerships, Email Marketing, Start-ups, Financial Advisory, Management, Retirement Planning
Education
University of Pennsylvania 1989 — 1993
BA, Economics, Marketing
Kristin Harad January 2010 - Present
The Mercato Advisor Marketplace January 2013 - December 2014
VitaVie Financial Planning June 2006 - December 2014
Carlson Marketing Group January 2004 - June 2006
The Coaches Training Institute May 2003 - January 2004
MyPoints.com, Inc. 1999 - 2002
Schwab 1997 - 1999
Grey Group August 1994 - June 1997
Skills
Financial Coaching, Executive Coaching, Direct Marketing, Marketing Strategy, Brand Development, Niche Marketing, Entrepreneurship..., Entrepreneurship, Business Development, Marketing, Small Business, Training, Strategic Partnerships, Email Marketing, Start-ups, Financial Advisory, Management, Retirement Planning
Education
University of Pennsylvania 1989 — 1993
BA, Economics, Marketing
Amy Siebenmorgen Amy Siebenmorgen's Schwab Experience September 2006 - June 2010
Job Graduate Assistant at IU, Nutrition Science
Industry Health, Wellness and Fitness
Experience
United States Air Force Reserve 2006 - Present
United States Air Force July 2010 - July 2011
Schwab September 2006 - June 2010
Indiana Air National Guard November 1999 - March 2010
Skills
Air Force, Analysis, Budgets, Civil Litigation, Customer Service, Government, Human Resources, Interviews, Legal Assistance, Legal Writing, Management, Military, Program Management, Security Clearance
Education
Indiana University Bloomington 2014 — 2015
Master of Science, Nutrition Sciences
Community College of the Air Force 2004 — 2005
Associates of Applied Sciences, Human Resources Management
Indiana State University - School of Business 2000 — 2005
Bachelor of Science, Business Administration, Minor in Finance
United States Air Force Reserve 2006 - Present
United States Air Force July 2010 - July 2011
Schwab September 2006 - June 2010
Indiana Air National Guard November 1999 - March 2010
Skills
Air Force, Analysis, Budgets, Civil Litigation, Customer Service, Government, Human Resources, Interviews, Legal Assistance, Legal Writing, Management, Military, Program Management, Security Clearance
Education
Indiana University Bloomington 2014 — 2015
Master of Science, Nutrition Sciences
Community College of the Air Force 2004 — 2005
Associates of Applied Sciences, Human Resources Management
Indiana State University - School of Business 2000 — 2005
Bachelor of Science, Business Administration, Minor in Finance
Deborah Poehner Walker Deborah Poehner Walker's Schwab Experience 1986 - 1994
Job IT Solutions Project Manager at AssetMark, Inc., Wealth Management
Industry Program Development
Experience
AssetMark March 2013 - Present
BlackRock December 2009 - May 2012
Barclays Global Investors January 2007 - November 2009
Milliman 2004 - 2006
InfoRespond 1999 - 2000
Deloitte Consulting November 1995 - March 1998
Title Connections 1994 - 1995
Schwab 1986 - 1994
Wells Fargo 1982 - 1986
Skills
Program Management, Integration, Product Development, Business Analysis, Change Management, Operational Strategy, SDLC, Agile Project Management, Vendor Management, Workload Management, Business Process..., Business Intelligence, Knowledge Sharing, Knowledge Transfer, Group Presentations, Training/Mentoring, Mutual Funds, Capital Markets, Trading, Banking, Pensions, Insurance, Project Governance, Contract Management, Compliance, Equity Data, Advent, SEI, Bloomberg, Sungard, Releases
Education
Biola University
California State University-Sacramento
BS, Business Administration
AssetMark March 2013 - Present
BlackRock December 2009 - May 2012
Barclays Global Investors January 2007 - November 2009
Milliman 2004 - 2006
InfoRespond 1999 - 2000
Deloitte Consulting November 1995 - March 1998
Title Connections 1994 - 1995
Schwab 1986 - 1994
Wells Fargo 1982 - 1986
Skills
Program Management, Integration, Product Development, Business Analysis, Change Management, Operational Strategy, SDLC, Agile Project Management, Vendor Management, Workload Management, Business Process..., Business Intelligence, Knowledge Sharing, Knowledge Transfer, Group Presentations, Training/Mentoring, Mutual Funds, Capital Markets, Trading, Banking, Pensions, Insurance, Project Governance, Contract Management, Compliance, Equity Data, Advent, SEI, Bloomberg, Sungard, Releases
Education
Biola University
California State University-Sacramento
BS, Business Administration
Susan Etlinger's Schwab Experience 1988 - January 1996
Job Industry Analyst at Altimeter Group
Industry Internet
Experience
Altimeter Group May 2010 - Present
The Horn Group April 2006 - May 2010
Edelman January 2002 - April 2006
blanc and otus June 2000 - May 2001
The Weber Group February 1999 - June 2000
KPMG Peat Marwick January 1996 - February 1999
Schwab 1988 - January 1996
Skills
Social Business, Social Media, Social Analytics, Management Consulting, Research, Predictive Analytics, Data Science, Digital Strategy, Strategic Planning, Business Strategy, Social Business Design, Strategic Communications, Blogging, Social Media Marketing, Public Relations, Social Media Measurement, Strategy, Marketing Communications, Online Marketing, Content Strategy, Analytics, Digital Marketing, Thought Leadership, Digital Media, Data Analytics, Market Research, Public Speaking, Writing
Education
U.C. Berkeley
A.B.
Altimeter Group May 2010 - Present
The Horn Group April 2006 - May 2010
Edelman January 2002 - April 2006
blanc and otus June 2000 - May 2001
The Weber Group February 1999 - June 2000
KPMG Peat Marwick January 1996 - February 1999
Schwab 1988 - January 1996
Skills
Social Business, Social Media, Social Analytics, Management Consulting, Research, Predictive Analytics, Data Science, Digital Strategy, Strategic Planning, Business Strategy, Social Business Design, Strategic Communications, Blogging, Social Media Marketing, Public Relations, Social Media Measurement, Strategy, Marketing Communications, Online Marketing, Content Strategy, Analytics, Digital Marketing, Thought Leadership, Digital Media, Data Analytics, Market Research, Public Speaking, Writing
Education
U.C. Berkeley
A.B.
Pyper Lund Pyper Lund's Schwab Experience 1999 - 2003
Job Loan Officer at Cherry Creek Mortgage
Industry Real Estate
Experience
Cherry Creek Mortgage November 2010 - Present
Colorado Mortgage Alliance/ Wells Fargo 2004 - 2010
Schwab 1999 - 2003
Skills
Loans, Refinance, Mortgage Banking, Mortgage Lending, Real Estate, FHA, Residential Mortgages, First Time Home Buyers, Sellers, Residential Homes, Foreclosures, Sales, Loan Origination, VA loans, FHA financing, USDA, Government Loans, Certified Mortgage..., Investment Properties, Credit, FHA Financing, VA Loans
Education
University of Denver - Daniels College of Business 2002 — 2004
Finance and Marketing
University of Colorado Boulder 1989 — 1994
BS, Finance, Small Business Mgmt.
Cherry Creek Mortgage November 2010 - Present
Colorado Mortgage Alliance/ Wells Fargo 2004 - 2010
Schwab 1999 - 2003
Skills
Loans, Refinance, Mortgage Banking, Mortgage Lending, Real Estate, FHA, Residential Mortgages, First Time Home Buyers, Sellers, Residential Homes, Foreclosures, Sales, Loan Origination, VA loans, FHA financing, USDA, Government Loans, Certified Mortgage..., Investment Properties, Credit, FHA Financing, VA Loans
Education
University of Denver - Daniels College of Business 2002 — 2004
Finance and Marketing
University of Colorado Boulder 1989 — 1994
BS, Finance, Small Business Mgmt.
Randall Wilk Randall Wilk's Schwab Experience January 1998 - 2011
Job IT Director / Architect, managing technology teams, software development, build out, & support of complete environments
Industry Information Technology and Services
Experience
Schwab January 1998 - 2011
Electronic Brokerage January 1998 - January 2000
Travelocity / Worldview Systems Corp January 1996 - January 1998
Innovative Interfaces Inc January 1989 - January 1996
Skills
IT Management, Vendor Management, Program Management, Project Management, ITIL, Strategy, Data Center, Unix, Management, Security, Enterprise Architecture, Leadership, Start-ups, Project Planning, Software Development, System Administration
Education
University of California at 1982 — 1983
Post Bachelors, Bio Med
Occidental College 1978 — 1982
Bachelors of Arts, Psychology
Peralta Community Colleges
Science and Math curriculum
Schwab January 1998 - 2011
Electronic Brokerage January 1998 - January 2000
Travelocity / Worldview Systems Corp January 1996 - January 1998
Innovative Interfaces Inc January 1989 - January 1996
Skills
IT Management, Vendor Management, Program Management, Project Management, ITIL, Strategy, Data Center, Unix, Management, Security, Enterprise Architecture, Leadership, Start-ups, Project Planning, Software Development, System Administration
Education
University of California at 1982 — 1983
Post Bachelors, Bio Med
Occidental College 1978 — 1982
Bachelors of Arts, Psychology
Peralta Community Colleges
Science and Math curriculum
Jon Pedley Jon Pedley's Schwab Experience August 2002 - April 2006
Job EVP, Product at Freedom Financial
Industry Financial Services
Experience
Freedom Financial March 2014 - Present
bills.com December 2009 - Present
Financial Crossing April 2006 - July 2009
Schwab August 2002 - April 2006
Charles Schwab & Co., Inc. 1999 - 2006
Banc of America Securities 1998 - 1999
Price Waterhouse 1989 - 1992
Skills
Leadership, Marketing, Management, Business, Product Management, Start-ups, Business Strategy, Entrepreneurship, Strategy, Marketing Strategy, E-commerce, Product Marketing
Education
Stanford University Graduate School of Business 1996 — 1998
MBA
University of Cambridge 1986 — 1989
BA
BSF
Freedom Financial March 2014 - Present
bills.com December 2009 - Present
Financial Crossing April 2006 - July 2009
Schwab August 2002 - April 2006
Charles Schwab & Co., Inc. 1999 - 2006
Banc of America Securities 1998 - 1999
Price Waterhouse 1989 - 1992
Skills
Leadership, Marketing, Management, Business, Product Management, Start-ups, Business Strategy, Entrepreneurship, Strategy, Marketing Strategy, E-commerce, Product Marketing
Education
Stanford University Graduate School of Business 1996 — 1998
MBA
University of Cambridge 1986 — 1989
BA
BSF
Renee Christensen Renee Christensen's Schwab Experience 1987 - 1995
Job Freelance / Contractor
Industry Human Resources
Experience
Columbia Sportswear May 2011 - March 2014
Ecolab June 2009 - May 2011
Golf Galaxy 2004 - 2008
Young Audiences of Minnesota July 2004 - July 2006
Wells Fargo 2001 - 2003
Select Comfort 1999 - 2001
US Bank 1998 - 1999
Travelers Express 1997 - 1998
Wells Fargo 1995 - 1997
Schwab 1987 - 1995
Skills
Management, Online Marketing, Program Management, Business Development, Sales, Project Planning, Retail, Selling, Analysis, Fundraising, Access, Teamwork, Customer Experience, E-Learning, Team Building, Talent Management, Leadership Development, Strategic Planning, Coaching, Organizational..., Training, Leadership, Strategy, Social Media, Marketing, Team Leadership, Marketing Communications, Cross-functional Team..., CRM
Education
University of Phoenix
BS, Business Management
Columbia Sportswear May 2011 - March 2014
Ecolab June 2009 - May 2011
Golf Galaxy 2004 - 2008
Young Audiences of Minnesota July 2004 - July 2006
Wells Fargo 2001 - 2003
Select Comfort 1999 - 2001
US Bank 1998 - 1999
Travelers Express 1997 - 1998
Wells Fargo 1995 - 1997
Schwab 1987 - 1995
Skills
Management, Online Marketing, Program Management, Business Development, Sales, Project Planning, Retail, Selling, Analysis, Fundraising, Access, Teamwork, Customer Experience, E-Learning, Team Building, Talent Management, Leadership Development, Strategic Planning, Coaching, Organizational..., Training, Leadership, Strategy, Social Media, Marketing, Team Leadership, Marketing Communications, Cross-functional Team..., CRM
Education
University of Phoenix
BS, Business Management
Alan Westley Alan Westley's Schwab Experience 2005 - April 2010
Job Senior Solutions Engineer at Intapp
Industry Financial Services
Experience
Intapp April 2010 - Present
Schwab 2005 - April 2010
Charles Schwab & Co., Inc. November 1999 - June 2005
Skills
SQL Server, C#, ASP.NET, WinForms, .NET, Microsoft SQL Server, Software Documentation, SQL, Software Development, SharePoint, IIS, Integration, Software Project..., Agile Methodologies, T-SQL, JavaScript, Scrum
Education
University of California, Berkeley 1994 — 1998
Bachelor of Science (B.S.), Cognitive Science
Intapp April 2010 - Present
Schwab 2005 - April 2010
Charles Schwab & Co., Inc. November 1999 - June 2005
Skills
SQL Server, C#, ASP.NET, WinForms, .NET, Microsoft SQL Server, Software Documentation, SQL, Software Development, SharePoint, IIS, Integration, Software Project..., Agile Methodologies, T-SQL, JavaScript, Scrum
Education
University of California, Berkeley 1994 — 1998
Bachelor of Science (B.S.), Cognitive Science
Rob Simmes, MSM, PMP Rob Simmes, MSM, PMP's Schwab Experience April 2007 - July 2008
Job Principal Program Manager at Microsoft
Industry Information Technology and Services
Experience
Microsoft September 2010 - Present
Microsoft July 2008 - September 2010
Schwab April 2007 - July 2008
Spherion June 1996 - March 2007
Avnet September 1995 - June 1996
State of Arizona February 1992 - August 1995
Education
Colorado Technical University 2008 — 2009
Master of Science in Mgmt, IT Security Management
University of Phoenix 2004 — 2007
BSIT, Information Technology
Arizona State University 1993 — 1996
Microbiology
Microsoft September 2010 - Present
Microsoft July 2008 - September 2010
Schwab April 2007 - July 2008
Spherion June 1996 - March 2007
Avnet September 1995 - June 1996
State of Arizona February 1992 - August 1995
Education
Colorado Technical University 2008 — 2009
Master of Science in Mgmt, IT Security Management
University of Phoenix 2004 — 2007
BSIT, Information Technology
Arizona State University 1993 — 1996
Microbiology
Farhan Sarwar Farhan Sarwar's Schwab Experience 2000 - 2001
Job
Industry Computer Software
Experience
Salesforce.com July 2011 - January 2015
POS Portal September 2010 - March 2011
VMware January 2008 - September 2010
First Franklin Financial Corporation (Merrill Lynch) June 2006 - December 2007
Lexnet Consulting June 2005 - June 2006
First Franklin June 2003 - June 2005
Maximus January 2003 - June 2003
Schwab 2000 - 2001
NetStaff 2000 - 2000
Skills
Salesforce.com, Cloud Computing, CRM software, Business Analysis, Requirements Gathering, Requirements Analysis, Software Implementation, Enterprise Software, Software Training, Software Quality..., Crystal Reports, SQL, Data Analysis, Sales Operations, SalesLogix, System Administration, Software Consulting, SaaS, Technical Documentation, SDLC, Force.com, Salesforce.com..., Salesforce.com..., Salesforce.com..., Salesforce.com Certified, Salesforce.com..., Hands-on Training, CRM, Management, Troubleshooting, Program Management, Strategy, Marketing Automation, Databases, Integration, Training, SFDC, Product Marketing, Business Process, Analysis, Cross-functional Team..., Project Management, Quality Assurance, PaaS, Business Intelligence, Access, Analytics, Consulting, Testing, Salesforce.com...
Education
California State University-Sacramento 1997 — 1999
Bachelor of Science, Business Admin (MIS)
Mira Loma High School 1992 — 1993
Rio Linda High School 1989 — 1993
Salesforce.com July 2011 - January 2015
POS Portal September 2010 - March 2011
VMware January 2008 - September 2010
First Franklin Financial Corporation (Merrill Lynch) June 2006 - December 2007
Lexnet Consulting June 2005 - June 2006
First Franklin June 2003 - June 2005
Maximus January 2003 - June 2003
Schwab 2000 - 2001
NetStaff 2000 - 2000
Skills
Salesforce.com, Cloud Computing, CRM software, Business Analysis, Requirements Gathering, Requirements Analysis, Software Implementation, Enterprise Software, Software Training, Software Quality..., Crystal Reports, SQL, Data Analysis, Sales Operations, SalesLogix, System Administration, Software Consulting, SaaS, Technical Documentation, SDLC, Force.com, Salesforce.com..., Salesforce.com..., Salesforce.com..., Salesforce.com Certified, Salesforce.com..., Hands-on Training, CRM, Management, Troubleshooting, Program Management, Strategy, Marketing Automation, Databases, Integration, Training, SFDC, Product Marketing, Business Process, Analysis, Cross-functional Team..., Project Management, Quality Assurance, PaaS, Business Intelligence, Access, Analytics, Consulting, Testing, Salesforce.com...
Education
California State University-Sacramento 1997 — 1999
Bachelor of Science, Business Admin (MIS)
Mira Loma High School 1992 — 1993
Rio Linda High School 1989 — 1993
Philip Lu Philip Lu's Schwab Experience November 2000 - December 2001
Job VP and Customer Insights Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Bank May 2004 - Present
Chela Education Financing March 2002 - May 2004
Schwab November 2000 - December 2001
Gartner November 1999 - November 2000
Center for Business Knowledge, Ernst & Young LLP January 1998 - October 2000
Cubic Transportation Systems October 1995 - December 1998
Skills
Customer Experience, Contract Negotiation, Policy Analysis, Analysis, Mobile Devices, Online Advertising, Management, Competitive Analysis, Competitive Intelligence, Segmentation, Product Management, Financial Services, Market Research, Business Strategy, Product Development, Leadership, CRM
Education
UC San Diego School of Global Policy and Strategy (GPS) 1993 — 1995
MPIA, International Relations and Technology Management
University of California, Irvine 1988 — 1993
BS, Electrical Engineering
Wells Fargo Bank May 2004 - Present
Chela Education Financing March 2002 - May 2004
Schwab November 2000 - December 2001
Gartner November 1999 - November 2000
Center for Business Knowledge, Ernst & Young LLP January 1998 - October 2000
Cubic Transportation Systems October 1995 - December 1998
Skills
Customer Experience, Contract Negotiation, Policy Analysis, Analysis, Mobile Devices, Online Advertising, Management, Competitive Analysis, Competitive Intelligence, Segmentation, Product Management, Financial Services, Market Research, Business Strategy, Product Development, Leadership, CRM
Education
UC San Diego School of Global Policy and Strategy (GPS) 1993 — 1995
MPIA, International Relations and Technology Management
University of California, Irvine 1988 — 1993
BS, Electrical Engineering
Steven Klamm Steven Klamm's Schwab Experience June 2008 - February 2009
Job Business Intelligence Analyst at Charles Schwab
Industry Information Technology and Services
Experience
Morrison and Forester August 2015 - Present
Charles Schwab September 2014 - June 2015
Bank of the West February 2014 - July 2014
TradePulse September 2013 - February 2014
Wells Fargo February 2013 - September 2013
Streetwise Reports May 2012 - February 2013
Wells Fargo 2011 - 2012
Schwab June 2008 - February 2009
Banks.com June 2007 - May 2008
Jackson Enterprises March 2006 - May 2007
Skills
SQL, Business Intelligence, Business Objects, Data Warehousing, ETL, SSIS, Data Modeling, T-SQL, Database Design, Microsoft SQL Server, Databases, Business Analysis, SSRS, Requirements Gathering, Teradata, Data Integration, Business Process, Relational Databases, Unix
Education
John F. Kennedy University
Bachelor of Arts, Technology and Culture Specialization
Morrison and Forester August 2015 - Present
Charles Schwab September 2014 - June 2015
Bank of the West February 2014 - July 2014
TradePulse September 2013 - February 2014
Wells Fargo February 2013 - September 2013
Streetwise Reports May 2012 - February 2013
Wells Fargo 2011 - 2012
Schwab June 2008 - February 2009
Banks.com June 2007 - May 2008
Jackson Enterprises March 2006 - May 2007
Skills
SQL, Business Intelligence, Business Objects, Data Warehousing, ETL, SSIS, Data Modeling, T-SQL, Database Design, Microsoft SQL Server, Databases, Business Analysis, SSRS, Requirements Gathering, Teradata, Data Integration, Business Process, Relational Databases, Unix
Education
John F. Kennedy University
Bachelor of Arts, Technology and Culture Specialization
Habib Lichaa's Schwab Experience July 2006 - January 2007
Job Software Quality Assurance Specialist at Wells Fargo Contractor
Industry Computer Software
Experience
Wells Fargo July 2015 - Present
Charles Schwab December 2013 - Present
San Francisco Professional Career Network Meet Up October 2012 - December 2013
Williams-Sonoma, Inc. August 2011 - September 2012
Charles Schwab May 2010 - May 2011
Williams-Sonoma, Inc. December 2009 - February 2010
Charles Schwab July 2009 - December 2009
Barclays Global Investors December 2007 - August 2008
Charles Schwab March 2007 - November 2007
Schwab July 2006 - January 2007
Skills
SDLC, Quality Assurance, Software Quality..., User Acceptance Testing, Quality Center, Test Planning, Testing, Requirements Analysis, Waterfall, Business Analysis, SQL, Test Cases, Unix, Test Management, Regression Testing, Process Improvement, ClearQuest, Integration, Vendor Management, SharePoint, System Testing, Business Requirements, Manual Testing, Integration Testing, Defect Tracking, Databases, Test Strategy, Bugzilla, Usability Testing, Black Box Testing, Testing Tools, JIRA, Software Documentation, SOA, Test Execution, Business Intelligence, Business Process, Enterprise Software, HP Quality Center
Education
SFSU 2012 — 2012
Certificate in Human Resource Management, Field of study
San Francisco State University 2009 — 2010
Certificate in Biotechnology, Biotechnology
San Francisco State University
BA, Industrial Orginzational Psychology
Wells Fargo July 2015 - Present
Charles Schwab December 2013 - Present
San Francisco Professional Career Network Meet Up October 2012 - December 2013
Williams-Sonoma, Inc. August 2011 - September 2012
Charles Schwab May 2010 - May 2011
Williams-Sonoma, Inc. December 2009 - February 2010
Charles Schwab July 2009 - December 2009
Barclays Global Investors December 2007 - August 2008
Charles Schwab March 2007 - November 2007
Schwab July 2006 - January 2007
Skills
SDLC, Quality Assurance, Software Quality..., User Acceptance Testing, Quality Center, Test Planning, Testing, Requirements Analysis, Waterfall, Business Analysis, SQL, Test Cases, Unix, Test Management, Regression Testing, Process Improvement, ClearQuest, Integration, Vendor Management, SharePoint, System Testing, Business Requirements, Manual Testing, Integration Testing, Defect Tracking, Databases, Test Strategy, Bugzilla, Usability Testing, Black Box Testing, Testing Tools, JIRA, Software Documentation, SOA, Test Execution, Business Intelligence, Business Process, Enterprise Software, HP Quality Center
Education
SFSU 2012 — 2012
Certificate in Human Resource Management, Field of study
San Francisco State University 2009 — 2010
Certificate in Biotechnology, Biotechnology
San Francisco State University
BA, Industrial Orginzational Psychology
Charles Fitch Charles Fitch's Schwab Experience March 2011 - Present
Job Student at The Ohio State University
Industry Financial Services
Experience
SP+ (SP Plus) February 2015 - Present
Common Cents Investment Group September 2014 - Present
Undergraduate Finance Association September 2014 - Present
The Fitch Law Firm March 2012 - Present
Schwab March 2011 - Present
Subway January 2011 - December 2012
Skills
Leadership, Retirement Planning, Personal Financial..., Investments, Team Leadership, Financial Reporting, Financial Analysis, Networking, Finance, Asset Management, Portfolio Management, Budgets, Customer Service, Strategic Planning, Time Management, Accounting, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Banking
Education
The Ohio State University Fisher College of Business 2013 — 2016
Bachelor of Science (B.S.), Finance
Candidate in the CFA Program
SP+ (SP Plus) February 2015 - Present
Common Cents Investment Group September 2014 - Present
Undergraduate Finance Association September 2014 - Present
The Fitch Law Firm March 2012 - Present
Schwab March 2011 - Present
Subway January 2011 - December 2012
Skills
Leadership, Retirement Planning, Personal Financial..., Investments, Team Leadership, Financial Reporting, Financial Analysis, Networking, Finance, Asset Management, Portfolio Management, Budgets, Customer Service, Strategic Planning, Time Management, Accounting, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Banking
Education
The Ohio State University Fisher College of Business 2013 — 2016
Bachelor of Science (B.S.), Finance
Candidate in the CFA Program
Jim Tesar Jim Tesar's Schwab Experience 1997 - 1998
Job Investment Manager at TJT Investments
Industry Financial Services
Experience
TJT Investments 2001 - Present
BrownCo 1999 - 2001
Schwab 1997 - 1998
Fidelity Investments 1984 - 1997
Skills
Investments, Trading, Financial Analysis, Portfolio Management, Financial Services, Risk Management, Financial Modeling, Finance, Mutual Funds, Business Analysis, Management, Equities, Series 7, Wealth Management, Retirement Planning, Valuation, Investment Strategies, Asset Allocation
Education
University of Iowa
Bachelor of Business Administration (BBA), Finance - Investments
TJT Investments 2001 - Present
BrownCo 1999 - 2001
Schwab 1997 - 1998
Fidelity Investments 1984 - 1997
Skills
Investments, Trading, Financial Analysis, Portfolio Management, Financial Services, Risk Management, Financial Modeling, Finance, Mutual Funds, Business Analysis, Management, Equities, Series 7, Wealth Management, Retirement Planning, Valuation, Investment Strategies, Asset Allocation
Education
University of Iowa
Bachelor of Business Administration (BBA), Finance - Investments
Margaret Murn Margaret Murn's Schwab Experience 1990 - 1998
Job VP, People Success at Lending Club
Industry Information Technology and Services
Experience
Lending Club July 2015 - Present
Visa April 2014 - July 2015
Yahoo! January 2013 - April 2014
Kaiser Permanente February 2005 - January 2013
TMP Worldwide January 2001 - December 2004
Affymetrix April 2000 - January 2001
Accounting Solutions April 1998 - April 2000
Schwab 1990 - 1998
Skills
Onboarding, Employee Relations, Applicant Tracking..., Workforce Planning, Talent Acquisition, HRIS, Succession Planning, Talent Management, Employee Engagement, Recruiting, Change Management, College Recruiting, Deferred Compensation, FMLA, HR Policies, Human Resources, Interviews, Internet Recruiting, Leadership, Management, Organizational..., Performance Management, Sourcing, Strategy, Training
Education
California State University-East Bay 2005 — 2008
San Francisco State University 1986 — 1990
BA, History/Business Administration
Lending Club July 2015 - Present
Visa April 2014 - July 2015
Yahoo! January 2013 - April 2014
Kaiser Permanente February 2005 - January 2013
TMP Worldwide January 2001 - December 2004
Affymetrix April 2000 - January 2001
Accounting Solutions April 1998 - April 2000
Schwab 1990 - 1998
Skills
Onboarding, Employee Relations, Applicant Tracking..., Workforce Planning, Talent Acquisition, HRIS, Succession Planning, Talent Management, Employee Engagement, Recruiting, Change Management, College Recruiting, Deferred Compensation, FMLA, HR Policies, Human Resources, Interviews, Internet Recruiting, Leadership, Management, Organizational..., Performance Management, Sourcing, Strategy, Training
Education
California State University-East Bay 2005 — 2008
San Francisco State University 1986 — 1990
BA, History/Business Administration
Paul Krepinski Paul Krepinski's Schwab Experience 1986 - 2003
Job Senior Manager, Supervision and Controls at Charles Schwab & Company
Industry Financial Services
Experience
Charles Schwab & Company April 2015 - Present
A & I Financial Services LLC February 2015 - April 2015
FFG Retirement Counseling July 2014 - September 2014
LPL Financial July 2013 - July 2014
Geneos Wealth Management February 2008 - July 2013
Schwab 1986 - 2003
Skills
Series 7, Mutual Funds, FINRA, Series 63, Retirement, Retirement Planning, Securities, Rollovers, Series 24, Investments, Annuities, Wealth Management, Series 66, Wealth Accumulation, IRA's, Client Experience, Equities, Portfolio Management, Fixed Income, Options, Asset Management, Annuity, Roth IRA, Investment Advisory, Trading, Financial Advisory, ETFs, Compliance, Financial Planning, Managed Accounts, Asset Allocation, Investment Products, Investment Strategies, Stocks, 401k, Alternative Investments, Bonds, Wealth, High Net Worth..., Separately Managed..., Retirement Income..., 529 Plans, Wealth Transfer, Asset, Financial Markets, Series 53, Life and Health..., Expert Witness -..., Uniform Combined State..., Financial Services
Education
Utah State University 1977 — 1980
Bachelor of Science (BS), Business Administration, Marketing
Boise State University 1975 — 1977
Charles Schwab & Company April 2015 - Present
A & I Financial Services LLC February 2015 - April 2015
FFG Retirement Counseling July 2014 - September 2014
LPL Financial July 2013 - July 2014
Geneos Wealth Management February 2008 - July 2013
Schwab 1986 - 2003
Skills
Series 7, Mutual Funds, FINRA, Series 63, Retirement, Retirement Planning, Securities, Rollovers, Series 24, Investments, Annuities, Wealth Management, Series 66, Wealth Accumulation, IRA's, Client Experience, Equities, Portfolio Management, Fixed Income, Options, Asset Management, Annuity, Roth IRA, Investment Advisory, Trading, Financial Advisory, ETFs, Compliance, Financial Planning, Managed Accounts, Asset Allocation, Investment Products, Investment Strategies, Stocks, 401k, Alternative Investments, Bonds, Wealth, High Net Worth..., Separately Managed..., Retirement Income..., 529 Plans, Wealth Transfer, Asset, Financial Markets, Series 53, Life and Health..., Expert Witness -..., Uniform Combined State..., Financial Services
Education
Utah State University 1977 — 1980
Bachelor of Science (BS), Business Administration, Marketing
Boise State University 1975 — 1977
Don Veilleux Don Veilleux's Schwab Experience April 2003 - March 2005
Job Project Manager / Interactive Media Producer
Industry Online Media
Experience
Bonfire Communications, Contractor onsite at Genentech, Inc March 2005 - April 2008
AT&T Wireless/Cingular April 2003 - March 2005
Schwab April 2003 - March 2005
E*TRADE Financial 2000 - 2003
Skills
Streaming Media, Television, Digital Media, Social Media, Web 2.0, Video, Editorial, Asset Management, Digital Marketing, Radio, Social Networking, New Media, Online Marketing, Digital Strategy, Film, Social Media Marketing, Online Advertising, Facebook, Community Management, Email Marketing, SEM, Publishing, Mobile Marketing, Broadcast, E-commerce, VOD, Online Communities, Copy Editing, Writing, Event Planning, Copywriting, Online Video, Multimedia, Media Planning, Marketing Communications, Enterprise 2.0, Television Production, Web Analytics
Education
San Francisco Art Institute 1995 — 1997
MFA
Bonfire Communications, Contractor onsite at Genentech, Inc March 2005 - April 2008
AT&T Wireless/Cingular April 2003 - March 2005
Schwab April 2003 - March 2005
E*TRADE Financial 2000 - 2003
Skills
Streaming Media, Television, Digital Media, Social Media, Web 2.0, Video, Editorial, Asset Management, Digital Marketing, Radio, Social Networking, New Media, Online Marketing, Digital Strategy, Film, Social Media Marketing, Online Advertising, Facebook, Community Management, Email Marketing, SEM, Publishing, Mobile Marketing, Broadcast, E-commerce, VOD, Online Communities, Copy Editing, Writing, Event Planning, Copywriting, Online Video, Multimedia, Media Planning, Marketing Communications, Enterprise 2.0, Television Production, Web Analytics
Education
San Francisco Art Institute 1995 — 1997
MFA
Albert Orinshteyn's Schwab Experience March 1999 - April 2009
Job Sr. Business Developer at Keynote Systems
Industry Computer Networking
Experience
Keynote Systems April 2010 - Present
Cisco August 2009 - April 2010
SiO2 Corp April 2009 - August 2009
Schwab March 1999 - April 2009
JetForm January 1998 - March 1999
Workflow September 1996 - January 1999
Skills
XML, Databases, LINQ, AJAX, C#, Agile Methodologies, SaaS, Microsoft SQL Server, Unix, Visual Studio, Enterprise Software, Java, Salesforce.com, Web Services, .NET, Cloud Computing, Start-ups, SDLC
Education
MS, Economics
Keynote Systems April 2010 - Present
Cisco August 2009 - April 2010
SiO2 Corp April 2009 - August 2009
Schwab March 1999 - April 2009
JetForm January 1998 - March 1999
Workflow September 1996 - January 1999
Skills
XML, Databases, LINQ, AJAX, C#, Agile Methodologies, SaaS, Microsoft SQL Server, Unix, Visual Studio, Enterprise Software, Java, Salesforce.com, Web Services, .NET, Cloud Computing, Start-ups, SDLC
Education
MS, Economics
Anne Purcell's Schwab Experience 1997 - 2005
Job Senior IT Program Manager at Kaiser Permanente IT
Industry Hospital & Health Care
Experience
Kaiser Permanente April 2011 - Present
Kaiser Permanente September 2009 - Present
Genentech September 2006 - May 2009
APL January 2005 - August 2006
Schwab 1997 - 2005
Charles Schwab 2001 - 2004
Charles Schwab 1999 - 2001
Charles Schwab 1997 - 1999
Wells Fargo 1995 - 1997
Skills
Business Analysis, Process Improvement, Program Management, Leadership, SDLC, Project Portfolio..., Vendor Management
Education
University of California, Berkeley 1990 — 1994
BA, English
Kaiser Permanente April 2011 - Present
Kaiser Permanente September 2009 - Present
Genentech September 2006 - May 2009
APL January 2005 - August 2006
Schwab 1997 - 2005
Charles Schwab 2001 - 2004
Charles Schwab 1999 - 2001
Charles Schwab 1997 - 1999
Wells Fargo 1995 - 1997
Skills
Business Analysis, Process Improvement, Program Management, Leadership, SDLC, Project Portfolio..., Vendor Management
Education
University of California, Berkeley 1990 — 1994
BA, English
Greg Lauer's Schwab Experience October 2000 - May 2001
Job Enterprise Architect
Industry Information Technology and Services
Experience
Union Bank August 2012 - Present
Andersen Corporation March 2014 - September 2014
WellPoint August 2010 - May 2012
Federal Reserve Bank November 2007 - August 2010
U.S. Bank August 2001 - March 2007
Schwab October 2000 - May 2001
American Express May 1999 - June 2000
U.S. Bank March 1998 - July 1999
Skills
Splunk, Java Enterprise Edition, Architecture, SOA, Websphere, Agile Methodologies, Enterprise Architecture, Architectures, Java, Software Development, XML, REST, SOAP, Web Services, Hibernate, JMS, Spring, JUnit, AJAX, SQL, Portal Technologies, Agile, JavaScript, J2EE, Mobile Applications, HTML 5, CSS3, Test Driven Development, Maven, Application Architecture, Continuous Delivery, WebSphere
Education
University of Minnesota-Twin Cities 1994 — 1999
BS, Computer Science
University of Minnesota-Twin Cities 1994 — 1999
BS, Civil Engineering
Union Bank August 2012 - Present
Andersen Corporation March 2014 - September 2014
WellPoint August 2010 - May 2012
Federal Reserve Bank November 2007 - August 2010
U.S. Bank August 2001 - March 2007
Schwab October 2000 - May 2001
American Express May 1999 - June 2000
U.S. Bank March 1998 - July 1999
Skills
Splunk, Java Enterprise Edition, Architecture, SOA, Websphere, Agile Methodologies, Enterprise Architecture, Architectures, Java, Software Development, XML, REST, SOAP, Web Services, Hibernate, JMS, Spring, JUnit, AJAX, SQL, Portal Technologies, Agile, JavaScript, J2EE, Mobile Applications, HTML 5, CSS3, Test Driven Development, Maven, Application Architecture, Continuous Delivery, WebSphere
Education
University of Minnesota-Twin Cities 1994 — 1999
BS, Computer Science
University of Minnesota-Twin Cities 1994 — 1999
BS, Civil Engineering
Robert Hitomi's Schwab Experience October 1996 - August 2000
Job Director, Ecommerce at Electronic Arts
Industry Entertainment
Experience
Electronic Arts December 2011 - Present
Delta Dental of California, Pennsylvania and Affiliated Companies January 2007 - January 2012
Blue Shield of California April 2005 - January 2007
Schwab Bank September 2002 - March 2005
Schwab Tokio Marine July 2000 - July 2002
Schwab October 1996 - August 2000
Federal Reserve Bank of San Francisco 1993 - 1996
Bank of America June 1986 - January 1993
Skills
Cross-functional Team..., Product Management, Strategy, Program Management, CRM, E-commerce, Management, Team Leadership, Strategic Planning, Product Development, Leadership, Integration, Enterprise Software, Project Planning, Mergers, Banking, Analytics, Vendor Management, Business Analysis, SDLC, Quality Assurance, Business Process..., Requirements Analysis, PMO, Process Improvement, Business Intelligence, Mergers & Acquisitions, Executive Management, IT Strategy, Business Process..., Software Project..., Strategic Partnerships, Start-ups, SaaS, Agile Project Management, Outsourcing, Project Portfolio..., Business Process, Agile Methodologies, Enterprise Architecture, Cloud Computing, IT Management, Consulting, Mobile Devices, Competitive Analysis, PMP, Project Management, Business Development, Management Consulting, Product Marketing
Education
California State University-East Bay
BS, Finance
Golden Gate University
MBA, Information Systems
Electronic Arts December 2011 - Present
Delta Dental of California, Pennsylvania and Affiliated Companies January 2007 - January 2012
Blue Shield of California April 2005 - January 2007
Schwab Bank September 2002 - March 2005
Schwab Tokio Marine July 2000 - July 2002
Schwab October 1996 - August 2000
Federal Reserve Bank of San Francisco 1993 - 1996
Bank of America June 1986 - January 1993
Skills
Cross-functional Team..., Product Management, Strategy, Program Management, CRM, E-commerce, Management, Team Leadership, Strategic Planning, Product Development, Leadership, Integration, Enterprise Software, Project Planning, Mergers, Banking, Analytics, Vendor Management, Business Analysis, SDLC, Quality Assurance, Business Process..., Requirements Analysis, PMO, Process Improvement, Business Intelligence, Mergers & Acquisitions, Executive Management, IT Strategy, Business Process..., Software Project..., Strategic Partnerships, Start-ups, SaaS, Agile Project Management, Outsourcing, Project Portfolio..., Business Process, Agile Methodologies, Enterprise Architecture, Cloud Computing, IT Management, Consulting, Mobile Devices, Competitive Analysis, PMP, Project Management, Business Development, Management Consulting, Product Marketing
Education
California State University-East Bay
BS, Finance
Golden Gate University
MBA, Information Systems
Jessica Weber's Schwab Experience April 2000 - June 2003
Job Sales at 3M Health Information Systems
Industry Hospital & Health Care
Experience
3M Health Information Systems 2006 - Present
WellsFargo Investment June 2003 - October 2006
Schwab April 2000 - June 2003
Skills
Cross-functional Team..., Process Improvement, Project Management, Business Development, Product Development, Marketing Strategy, Leadership, Marketing, Competitive Analysis, Sales Operations, Sales, Change Management, Microsoft Excel, Microsoft Office, Forecasting, Medical Devices, Market Research, Business Strategy, Team Leadership, CRM, Data Analysis, Product Marketing, Six Sigma, Team Building, Strategic Planning, Salesforce.com, Sales Management, Product Launch, Healthcare Information..., Software Documentation, Account Management, Healthcare, Product Management, Business Analysis, Customer Service, Problem Solving, Strategy, New Business Development, Program Management, Management
Education
Bloomington High School North
DePauw University
Bachelor's degree, Biological Sciences
Indiana University Bloomington
Masters of Science, Biophysics and Physiology
Indiana University School of Medicine
MS, Physiology
University of Utah - David Eccles School of Business
MBA
3M Health Information Systems 2006 - Present
WellsFargo Investment June 2003 - October 2006
Schwab April 2000 - June 2003
Skills
Cross-functional Team..., Process Improvement, Project Management, Business Development, Product Development, Marketing Strategy, Leadership, Marketing, Competitive Analysis, Sales Operations, Sales, Change Management, Microsoft Excel, Microsoft Office, Forecasting, Medical Devices, Market Research, Business Strategy, Team Leadership, CRM, Data Analysis, Product Marketing, Six Sigma, Team Building, Strategic Planning, Salesforce.com, Sales Management, Product Launch, Healthcare Information..., Software Documentation, Account Management, Healthcare, Product Management, Business Analysis, Customer Service, Problem Solving, Strategy, New Business Development, Program Management, Management
Education
Bloomington High School North
DePauw University
Bachelor's degree, Biological Sciences
Indiana University Bloomington
Masters of Science, Biophysics and Physiology
Indiana University School of Medicine
MS, Physiology
University of Utah - David Eccles School of Business
MBA
Robert Fischer, CFA's Schwab Experience October 2005 - June 2014
Job Senior Investment Analyst at Transamerica Asset Management
Industry Investment Management
Experience
Transamerica July 2014 - Present
Schwab October 2005 - June 2014
Education
University of Nevada-Reno 1993 — 1996
Transamerica July 2014 - Present
Schwab October 2005 - June 2014
Education
University of Nevada-Reno 1993 — 1996
Rene Trujillo's Schwab Experience October 2003 - May 2007
Job Research Assistant Ballou Plum Wealth Advisors
Industry Financial Services
Experience
Ballou Plum Wealth Advisors September 2012 - Present
Advisor Partners, LLC March 2007 - September 2012
Advisor Partners, LLC 2008 - 2009
Schwab October 2003 - May 2007
Romac/KForce July 1997 - December 2001
Kana 2001 - 2001
kForce 1997 - 2000
Dean Witter Reynolds 1990 - 1992
Education
University of San Francisco 2003 — 2005
MBA, MBA
University of San Francisco 1988 — 1992
Ballou Plum Wealth Advisors September 2012 - Present
Advisor Partners, LLC March 2007 - September 2012
Advisor Partners, LLC 2008 - 2009
Schwab October 2003 - May 2007
Romac/KForce July 1997 - December 2001
Kana 2001 - 2001
kForce 1997 - 2000
Dean Witter Reynolds 1990 - 1992
Education
University of San Francisco 2003 — 2005
MBA, MBA
University of San Francisco 1988 — 1992
Kim Bates's Schwab Experience 1982 - 2000
Job Penndragon Standard Poodles
Industry Publishing
Experience
charles schwab 1982 - 2000
Schwab 1982 - 2000
Education
San Francisco State University 1979 — 1983
charles schwab 1982 - 2000
Schwab 1982 - 2000
Education
San Francisco State University 1979 — 1983
John Consilio's Schwab Experience DirectorCharles Schwab1997 - Present
Job Director at Schwab
Industry Financial Services
Experience
Schwab DirectorCharles Schwab1997 - Present
Education
The Ohio State University Fisher College of Business 1984 — 1988
Schwab DirectorCharles Schwab1997 - Present
Education
The Ohio State University Fisher College of Business 1984 — 1988
Ramu Kalidindi's Schwab Experience 2003 - 2007
Job ERP MS Dynamics AX Engineer/lead
Industry Information Technology and Services
Experience
Blackhawk Network August 2010 - Present
Yahoo! May 2007 - July 2010
Schwab 2003 - 2007
Gap Inc. 2005 - 2006
epairs 2002 - 2003
Systel 1999 - 2003
Agilent Technologies 2002 - 2002
Skills
Web Services, Agile Methodologies, EAI, SDLC, Java, Software Project..., CSS, SOAP, Databases, Enterprise Architecture, Software Design, Java Enterprise Edition, SOA, Software Development, Software Engineering, CRM, Agile Project Management, SharePoint, .NET, Requirements Analysis, ERP, XML, Integration, PL/SQL, Oracle, Architecture, Solution Architecture, Unix, Quality Assurance, Scrum, Data Warehousing, Business Intelligence, Spring, SQL, REST, Microsoft SQL Server, Distributed Systems, Perl, Siebel, UML
Education
Western Sydney University 1995 — 1997
MS, Computer Science
Andhra University 1990 — 1993
Blackhawk Network August 2010 - Present
Yahoo! May 2007 - July 2010
Schwab 2003 - 2007
Gap Inc. 2005 - 2006
epairs 2002 - 2003
Systel 1999 - 2003
Agilent Technologies 2002 - 2002
Skills
Web Services, Agile Methodologies, EAI, SDLC, Java, Software Project..., CSS, SOAP, Databases, Enterprise Architecture, Software Design, Java Enterprise Edition, SOA, Software Development, Software Engineering, CRM, Agile Project Management, SharePoint, .NET, Requirements Analysis, ERP, XML, Integration, PL/SQL, Oracle, Architecture, Solution Architecture, Unix, Quality Assurance, Scrum, Data Warehousing, Business Intelligence, Spring, SQL, REST, Microsoft SQL Server, Distributed Systems, Perl, Siebel, UML
Education
Western Sydney University 1995 — 1997
MS, Computer Science
Andhra University 1990 — 1993
Leigh Poggio's Schwab Experience January 1997 - May 1999
Job Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Investments June 2010 - Present
Charles Schwab August 2009 - June 2010
Invesco Private Capital April 2000 - December 2008
Dreyfus June 1999 - April 2000
Schwab January 1997 - May 1999
Montgomery Asset Management 1995 - 1997
Foote, Cone and Belding Direct 1994 - 1995
AXA Financial September 1988 - August 1994
Skills
Mutual Funds, Portfolio Management, Strategy, Investments, Product Marketing, Private Equity, Financial Services, Direct Marketing, Strategic Planning, Marketing, Asset Allocation, Investor Relations, Product Development, CRM, Management, Alternative Investments, Program Management, Hedge Funds, Project Management, Asset Managment, Equities, Fixed Income, Series 7
Education
New York University - Leonard N. Stern School of Business 1990 — 1994
MBA, Marketing
Georgetown University 1984 — 1988
BSBA, Finance
Holy Trinity High School
Guggenheim Investments June 2010 - Present
Charles Schwab August 2009 - June 2010
Invesco Private Capital April 2000 - December 2008
Dreyfus June 1999 - April 2000
Schwab January 1997 - May 1999
Montgomery Asset Management 1995 - 1997
Foote, Cone and Belding Direct 1994 - 1995
AXA Financial September 1988 - August 1994
Skills
Mutual Funds, Portfolio Management, Strategy, Investments, Product Marketing, Private Equity, Financial Services, Direct Marketing, Strategic Planning, Marketing, Asset Allocation, Investor Relations, Product Development, CRM, Management, Alternative Investments, Program Management, Hedge Funds, Project Management, Asset Managment, Equities, Fixed Income, Series 7
Education
New York University - Leonard N. Stern School of Business 1990 — 1994
MBA, Marketing
Georgetown University 1984 — 1988
BSBA, Finance
Holy Trinity High School
Sharlene Quigley's Schwab Experience February 2003 - Present
Job Technology Project Manager at Schwab
Industry Financial Services
Experience
Schwab February 2003 - Present
United States Air Force 1980 - 1986
Skills
Planview, SDLC, Financial Services, PMO, Waterfall, Vendor Management, Portfolio Management, Risk Management, Business Requirements, PMP, Clarity, Business Analysis, Project Portfolio..., Requirements Gathering, Software Project..., Fixed Income, Project Delivery, Banking, Visio, Release Management, MS Project
Education
University of Maryland University College 1981 — 1986
Bachelor of Arts (BA), General Studies
Schwab February 2003 - Present
United States Air Force 1980 - 1986
Skills
Planview, SDLC, Financial Services, PMO, Waterfall, Vendor Management, Portfolio Management, Risk Management, Business Requirements, PMP, Clarity, Business Analysis, Project Portfolio..., Requirements Gathering, Software Project..., Fixed Income, Project Delivery, Banking, Visio, Release Management, MS Project
Education
University of Maryland University College 1981 — 1986
Bachelor of Arts (BA), General Studies
Darrold Wagner's Schwab Experience September 2009 - April 2014
Job BSA/AML Officer at PayForward
Industry Banking
Experience
PayForward April 2014 - Present
ACAMs 2007 - Present
City of San Jose 1998 - June 2014
Schwab September 2009 - April 2014
KHTI inc. 2009 - 2012
Chevron Credit Union October 2007 - April 2009
Union Bank of California 2005 - 2007
M2 Consulting, Inc 2005 - 2007
US Treasury 1984 - 2005
Skills
Fraud, Surveillance, Operational Risk..., Enforcement, AML, KYC, Bank Secrecy Act, Certified Anti-Money..., Operational Risk, Risk Management, Risk Assessment, USA PATRIOT Act, FinCEN, OFAC, Financial Risk, Internal Audit, Analysis, Banking, Financial Institutions, Leadership, Due Diligence, Anti Money Laundering
Education
California State University-Dominguez Hills
Marine Biology
California State University-Dominguez Hills
PayForward April 2014 - Present
ACAMs 2007 - Present
City of San Jose 1998 - June 2014
Schwab September 2009 - April 2014
KHTI inc. 2009 - 2012
Chevron Credit Union October 2007 - April 2009
Union Bank of California 2005 - 2007
M2 Consulting, Inc 2005 - 2007
US Treasury 1984 - 2005
Skills
Fraud, Surveillance, Operational Risk..., Enforcement, AML, KYC, Bank Secrecy Act, Certified Anti-Money..., Operational Risk, Risk Management, Risk Assessment, USA PATRIOT Act, FinCEN, OFAC, Financial Risk, Internal Audit, Analysis, Banking, Financial Institutions, Leadership, Due Diligence, Anti Money Laundering
Education
California State University-Dominguez Hills
Marine Biology
California State University-Dominguez Hills
Lakshminarayanan Kadayam's Schwab Experience 2008 - Present
Job Development Manager & Architect at Charles Schwab
Industry Financial Services
Experience
Schwab 2008 - Present
Charles Schwab September 2005 - 2008
Charles Schwab September 1999 - 2005
Covansys 1994 - 1999
Skills
SDLC, SOA, Software Project..., Agile Methodologies, Solution Architecture, Enterprise Architecture, Requirements Analysis, Data Warehousing, EAI, Business Intelligence, Web Services, Integration
Education
Madurai Kamaraj University
Engineering, Electronics and Communication
Schwab 2008 - Present
Charles Schwab September 2005 - 2008
Charles Schwab September 1999 - 2005
Covansys 1994 - 1999
Skills
SDLC, SOA, Software Project..., Agile Methodologies, Solution Architecture, Enterprise Architecture, Requirements Analysis, Data Warehousing, EAI, Business Intelligence, Web Services, Integration
Education
Madurai Kamaraj University
Engineering, Electronics and Communication
Deborah Gouailhardou's Schwab Experience Senior StaffCharles Schwab1996 - Present
Job Senior Staff at Schwab
Industry Banking
Experience
Schwab Senior StaffCharles Schwab1996 - Present
Education
Cal State Hayward 1982 — 1984
Bachelor of Science (B.S.), Computer Science
University of California, Berkeley 1974 — 1978
Schwab Senior StaffCharles Schwab1996 - Present
Education
Cal State Hayward 1982 — 1984
Bachelor of Science (B.S.), Computer Science
University of California, Berkeley 1974 — 1978
Kimberly Floren's Schwab Experience 1996 - 2001
Job Sales and Leasing Agent at TowerRents
Industry Banking
Experience
TowerRents October 2014 - Present
Sanctuary 13 May 2014 - July 2014
Comerica Bank October 2012 - April 2014
Comerica Bank April 2009 - October 2012
Schwab 1996 - 2001
Dreyfus 1986 - 1996
Skills
Financial Analysis, Equities, Credit, Loan Origination, Commercial Banking, Risk Management, Mortgage Lending, Loans, Portfolio Management, Banking, Commercial Lending, Credit Analysis, Investments, Retail Banking, Small Business Lending
Education
San Francisco State University 2002 — 2006
BS, Kinesilogy
TowerRents October 2014 - Present
Sanctuary 13 May 2014 - July 2014
Comerica Bank October 2012 - April 2014
Comerica Bank April 2009 - October 2012
Schwab 1996 - 2001
Dreyfus 1986 - 1996
Skills
Financial Analysis, Equities, Credit, Loan Origination, Commercial Banking, Risk Management, Mortgage Lending, Loans, Portfolio Management, Banking, Commercial Lending, Credit Analysis, Investments, Retail Banking, Small Business Lending
Education
San Francisco State University 2002 — 2006
BS, Kinesilogy
Valerie Martellino's Schwab Experience 1999 - Present
Job Senior Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 1999 - Present
Schwab 1999 - Present
Charles Schwab 1999 - 2009
Bank of America 1978 - 1999
Education
University of California, Los Angeles 1992 — 1994
Associates, Banking
Charles Schwab May 1999 - Present
Schwab 1999 - Present
Charles Schwab 1999 - 2009
Bank of America 1978 - 1999
Education
University of California, Los Angeles 1992 — 1994
Associates, Banking
alex hayden's Schwab Experience 1995 - 2005
Job Manager of Wealth Management and Market Data Specialists team at Thomson Reuters
Industry Capital Markets
Experience
Thomson Reuters August 2014 - Present
Thomson Reuters November 2011 - Present
Four Leaf Trading January 2009 - November 2011
Breakwater Trading 2003 - 2008
Schwab 1995 - 2005
charles schwab 1997 - 2003
Skills
Trading, Bonds, Fixed Income, Market Making, Derivatives, Risk Management, Trading Systems, Electronic Trading, Capital Markets, Equities, Options, Hedge Funds, Financial Markets, Proprietary Trading, Treasury, Bloomberg, Securities, Finance, Investments, Investment Management, Trading Strategies, Equity Trading, FX Options
Education
University of Pennsylvania 1993 — 1997
BS, Strategic Management
University of Pennsylvania - The Wharton School 1993 — 1997
bachelor of science, finance
Northern Valley Regional High School 1990 — 1993
Northern Valley Regional High School - Demarest 1990 — 1993
Thomson Reuters August 2014 - Present
Thomson Reuters November 2011 - Present
Four Leaf Trading January 2009 - November 2011
Breakwater Trading 2003 - 2008
Schwab 1995 - 2005
charles schwab 1997 - 2003
Skills
Trading, Bonds, Fixed Income, Market Making, Derivatives, Risk Management, Trading Systems, Electronic Trading, Capital Markets, Equities, Options, Hedge Funds, Financial Markets, Proprietary Trading, Treasury, Bloomberg, Securities, Finance, Investments, Investment Management, Trading Strategies, Equity Trading, FX Options
Education
University of Pennsylvania 1993 — 1997
BS, Strategic Management
University of Pennsylvania - The Wharton School 1993 — 1997
bachelor of science, finance
Northern Valley Regional High School 1990 — 1993
Northern Valley Regional High School - Demarest 1990 — 1993
Cheryl Spiva's Schwab Experience 1983 - 2005
Job Retired SVP Charles Schwab
Industry Financial Services
Experience
Retired Senior Vice President -Retail SalesCharles Schwab1983 - 2005
Schwab 1983 - 2005
Skills
Strategic Financial..., Banking
Education
Denison University 1978 — 1982
Bachelor's Degree, Biology, General
Retired Senior Vice President -Retail SalesCharles Schwab1983 - 2005
Schwab 1983 - 2005
Skills
Strategic Financial..., Banking
Education
Denison University 1978 — 1982
Bachelor's Degree, Biology, General
Joe Riccio's Schwab Experience 1998 - 2008
Job Analyst/Developer
Industry Financial Services
Experience
CG GroupPartners February 2012 - October 2012
Society of St. Vincent de Paul of Alameda County September 2009 - August 2012
ATR International July 2011 - December 2011
Systems Integration Solutions, Inc May 2010 - December 2010
Sapphire Technologies May 2009 - May 2010
Charles Schwab 1998 - 2008
Schwab 1998 - 2008
World Savings April 1989 - June 1994
Skills
Mainframe, COBOL, JCL, Requirements Analysis, Testing, Programming, SDLC, XML, SharePoint, DB2, Excel, Word, Visio, CICS, Microsoft Office, VSAM, Documentation, Problem Solving, TSO, Easytrieve, Fileaid, Application Development, Requirements Gathering, Software Development, Endevor, Remedy, Lotus Notes, ClearQuest, SAS, Software Documentation, Endeavor, Unix, RUP, SOA, Business Analysis, Systems Analysis, Program Management, Databases, User Acceptance Testing, IBM Mainframe, Data Warehousing, Waterfall, Software Project..., Data Modeling, ETL, Agile Project Management, SQL, Production Support, Agile Methodologies, MVS
Education
Mission College 2011 — 2011
University of California, Berkeley 2009 — 2009
Certificate, Introduction to the SAS System
University of California, Berkeley 2009 — 2009
SAS/Graph and Output Delivery System
University of San Francisco 1971 — 1975
Bachelor's, Mathematics
CG GroupPartners February 2012 - October 2012
Society of St. Vincent de Paul of Alameda County September 2009 - August 2012
ATR International July 2011 - December 2011
Systems Integration Solutions, Inc May 2010 - December 2010
Sapphire Technologies May 2009 - May 2010
Charles Schwab 1998 - 2008
Schwab 1998 - 2008
World Savings April 1989 - June 1994
Skills
Mainframe, COBOL, JCL, Requirements Analysis, Testing, Programming, SDLC, XML, SharePoint, DB2, Excel, Word, Visio, CICS, Microsoft Office, VSAM, Documentation, Problem Solving, TSO, Easytrieve, Fileaid, Application Development, Requirements Gathering, Software Development, Endevor, Remedy, Lotus Notes, ClearQuest, SAS, Software Documentation, Endeavor, Unix, RUP, SOA, Business Analysis, Systems Analysis, Program Management, Databases, User Acceptance Testing, IBM Mainframe, Data Warehousing, Waterfall, Software Project..., Data Modeling, ETL, Agile Project Management, SQL, Production Support, Agile Methodologies, MVS
Education
Mission College 2011 — 2011
University of California, Berkeley 2009 — 2009
Certificate, Introduction to the SAS System
University of California, Berkeley 2009 — 2009
SAS/Graph and Output Delivery System
University of San Francisco 1971 — 1975
Bachelor's, Mathematics
Robert Cheslow's Schwab Experience 1995 - 2002
Job Associate at Transamerica
Industry Accounting
Experience
Sama Construction AssociateTransamericaJanuary 2014 - Present
Taracea Custom May 2013 - January 2014
Select Foods August 2005 - May 2013
Select Foods 2005 - 2013
Schwab 1995 - 2002
Skills
Risk Management, Capital Markets, Trading, Equities, Strategic Planning, Securities, Financial Markets, Equity Trading, Options, Hedge Funds, Trading Systems, Electronic Trading, Investments, Alternative Investments, Bloomberg, Financial Services, Wealth Management, Accounting, Financial Advisory, Strategic Financial...
Education
Hofstra University 1975 — 1979
Bachelor's degree, Accounting
Hofstra University
BS in Accounting, Accounting and Finance
Sama Construction AssociateTransamericaJanuary 2014 - Present
Taracea Custom May 2013 - January 2014
Select Foods August 2005 - May 2013
Select Foods 2005 - 2013
Schwab 1995 - 2002
Skills
Risk Management, Capital Markets, Trading, Equities, Strategic Planning, Securities, Financial Markets, Equity Trading, Options, Hedge Funds, Trading Systems, Electronic Trading, Investments, Alternative Investments, Bloomberg, Financial Services, Wealth Management, Accounting, Financial Advisory, Strategic Financial...
Education
Hofstra University 1975 — 1979
Bachelor's degree, Accounting
Hofstra University
BS in Accounting, Accounting and Finance
Barbara Love's Schwab Experience 1996 - 2005
Job Executive Director at Piedmont Language School
Industry Marketing and Advertising
Experience
Piedmont Language School April 2010 - Present
Charles Schwab 1997 - 2005
Schwab 1996 - 2005
GT Global 1996 - 1998
G.T. Global 1996 - 1998
Putnam Investments 1995 - 1996
Education
Arizona State University
BA, Journalism
Piedmont Language School April 2010 - Present
Charles Schwab 1997 - 2005
Schwab 1996 - 2005
GT Global 1996 - 1998
G.T. Global 1996 - 1998
Putnam Investments 1995 - 1996
Education
Arizona State University
BA, Journalism
Dan Youatt's Schwab Experience October 2010 - October 2012
Job Education and Advice at Schwab
Industry Financial Services
Experience
Scottrade August 2013 - Present
Schwab October 2010 - October 2012
Education
Michigan State University
Scottrade August 2013 - Present
Schwab October 2010 - October 2012
Education
Michigan State University
Ahlam Dekaidek's Schwab Experience September 2006 - Present
Job Stock Broker
Industry Financial Services
Experience
Schwab September 2006 - Present
Education
Arizona State University - W. P. Carey School of Business
Business Admin/Financial Services
Schwab September 2006 - Present
Education
Arizona State University - W. P. Carey School of Business
Business Admin/Financial Services
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.