Schwab Advisor Services

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50 Schwab Advisor Services employees in database. Find out everything there's to know about Schwab Advisor Services employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Schwab Advisor Services Employees

Employee
Years
Job
Industry
Thomas Kirkland Thomas Kirkland Los Angeles, California Details
Thomas Kirkland's Schwab Advisor Services Experience November 2006 - Present
Job Wealth Management Officer at Schwab Advisor Services
Industry Financial Services
Experience
Schwab Advisor Services   November 2006 - Present

Skills
Stocks, Bonds, Surety Bonds, Bond Markets, Municipal Bonds, Municipal Management, Financial Analysis, Financial Reporting, Finance, Financial Accounting, Corporate Finance

Education
Harvard Business School   1999 — 2005
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management

Brandon Carpenter Brandon Carpenter Greater Denver Area Details
Brandon Carpenter's Schwab Advisor Services Experience November 2010 - December 2011
Job Associate
Industry Financial Services
Experience
Fidelity Investments  August 2014 - Present
TIAA-CREF  December 2013 - Present
Charles Schwab  January 2012 - December 2013
Schwab Advisor Services   November 2010 - December 2011
Charles Schwab  May 2008 - October 2010

Skills
Capital Markets, Wealth Management, Fixed Income, Equities, Derivatives, Mutual Funds, Bloomberg Terminal, ETFs, Investments, Trading, Bonds, Options

Education
University of Colorado Boulder   2003 — 2007
Bachelor of Arts (BA), Economics

Cipriano Gomez Cipriano Gomez Phoenix, Arizona Area Details
Cipriano Gomez's Schwab Advisor Services Experience October 2014 - Present
Job Business Development Officer at Schwab Advisor Services
Industry Financial Services
Experience
Schwab Advisor Services   October 2014 - Present
Charles Schwab Advisor Services  March 2010 - Present
Banc of America Investments  May 2002 - June 2009
Morgan Stanley  February 2001 - November 2001

Skills
Series 7, Series 63, Investment Advisory, Series 65, Financial Advisory, Wealth Management, Mutual Funds

Education
Arizona State University   1994 — 1999
BS

Landen Lunsway, CFP® Landen Lunsway, CFP® Scottsdale, Arizona Details
Landen Lunsway, CFP®'s Schwab Advisor Services Experience January 2008 - March 2011
Job Managing Director at Beacon Pointe Wealth Advisors (llunsway@bpwealthadvisors.com)
Industry Financial Services
Experience
Beacon Pointe Wealth Advisors  November 2014 - Present
Capital Investment Counsel, Inc.   March 2011 - November 2014
Schwab Advisor Services   January 2008 - March 2011
TranquiloLiving.com   March 2006 - December 2007
Schwab Advisor Services   January 2002 - February 2006

Skills
Wealth Management, Portfolio Management, Asset Management, Retirement Planning, Personal Financial..., Investment Advisory, Business Development, Investment Management, Financial Planning

Education
Northern Arizona University   1997 — 2000
Bachelor of Science (B.S.), Finance, General

Matt Beck Matt Beck San Francisco, California Details
Matt Beck's Schwab Advisor Services Experience 2000 - 2010
Job Vice President, Financial Advisor Consultant at American Century Investments
Industry Financial Services
Experience
American Century Investments  March 2011 - Present
Realty Capital Securities  2010 - 2010
Schwab Advisor Services   2000 - 2010
Greater Twin Cities United Way  1996 - 2000
AMERICAN Cast Iron Pipe Company  1993 - 1996
Carlson Marketing  1991 - 1993

Skills
Series 63, Series 7, Mutual Funds, Investment Strategies, Wealth Management, Alternative Investments, Investments, Portfolio Management, Equities, Asset Allocation, Asset Management, Series 24, Securities, Retirement Planning, Financial Planning, Financial Markets, Real Estate Investment, Investment Advisory, Risk Management, Estate Planning, Retirement, Strategic Planning, Fixed Income, Customer Relations, New Business Development, Bonds, Business Strategy, Sales Management, Capital Markets, Trading, Business Planning, Asset, Segmentation, Team Building, Separately Managed..., Fundraising, Consultative Selling, Financial Analysis, Selling, Customer Service, Financial Advisory, Financial Services, ETFs, Sales, Strategic Financial..., Investment Properties

Education
University of Minnesota - Carlson School of Business   1995 — 1996
Master of Business Administration (MBA)

St. Olaf College   1988 — 1991
Bachelor of Arts (B.A.) - Dual Majors, Political Science & American Studies

Lake Mary HS

Jonathan Neal Jonathan Neal Greater New York City Area Details
Jonathan Neal's Schwab Advisor Services Experience May 2014 - Present
Job Technology Engineer at Schwab Advisor Services
Industry Financial Services
Experience
Schwab Advisor Services   May 2014 - Present
Schwab Performance Technologies  October 2008 - May 2014
Schwab Performance Technologies  April 2007 - October 2008
Western & Southern Financial Group  May 2006 - April 2007

Skills
Sales, Relationship Management, CRM, Financial Services, Salesforce.com, Portfolio Management, Software Consulting, Strategic Consulting, Account Management, Wealth Management, Selling, Business Development, Process Improvement, Personal Financial...

Education
Gardner-Webb University   2002 — 2006
Bachelor's degree, Computer Science

Alan Pederson Alan Pederson Phoenix, Arizona Details
Alan Pederson's Schwab Advisor Services Experience 2005 - 2013
Job Regional Supervision Analyst at AIG Advisor Group
Industry Financial Services
Experience
AIG Advisor Group  2014 - Present
CDW  2013 - 2014
Schwab Advisor Services   2005 - 2013
Edward Jones  2004 - 2005
Charles Schwab  1999 - 2004
Charles Schwab  1995 - 1999

Skills
Trading, Mutual Funds, Networking, Technical Analysis, Relationship Management, Information Technology, Series 7, Series 8, Series 55, Series 63, Risk Analysis, Equity Trading, Investments, Electronic Trading, Economics, Trading Strategies, Financial Risk, Stock Market Analysis, Technology, Software, Computer Hardware, LAN-WAN, IT Solutions, Supervision

Education
University of California, San Diego
Bachelor of Arts (B.A.), Economics

Jeni McAllister Jeni McAllister Raleigh-Durham, North Carolina Area Details
Jeni McAllister's Schwab Advisor Services Experience May 2014 - Present
Job Technology Engineer at Schwab Advisor Services
Industry Financial Services
Experience
Schwab Advisor Services   May 2014 - Present
Schwab Performance Technologies  1998 - April 2014
Schwab Performance Technologies  February 1998 - June 1999

Skills
Relationship Management, Selling, Sales, Team Leadership, Account Management, Negotiation, Sales Management, Salesforce.com, Strategy

Education
Elon University   1993 — 1997
Bachelors of Science, Business

Christine Knezevic, CFA Christine Knezevic, CFA Lincoln, Nebraska Details
Christine Knezevic, CFA's Schwab Advisor Services Experience August 2015 - Present
Job Research/Portfolio Analyst | Financial Technologist | Consultant | Realtor ✔ Call me regarding your project!
Industry Financial Services
Experience
Schwab Advisor Services   August 2015 - Present
Berkshire Hathaway HomeServices Ambassador Real Estate  May 2009 - Present
Countryman Wealth Advisors   November 2006 - August 2015
First National Bank of Omaha  October 2014 - December 2014
American Express  April 2002 - May 2003
American Express  February 2001 - September 2001
Gradient Analyics f/k/a Camelback Research Alliance   August 1999 - January 2001
Schwendiman Partners LLC   January 1999 - July 1999
University of Nebraska at Lincoln  January 1998 - May 1999
Wegner LLP   1996 - 1997

Skills
Portfolio Management, Investments, Financial Analysis, Microsoft Excel, .NET, jQuery, JavaScript, CSS, HTML, Business Analysis, Financial Modeling, Asset Allocation, Training, Investment Properties, Finance, Real Estate, Sales, Customer Service, Project Management, Research, Management, Accounting, Model Portfolios, Investment Portfolio, Chartered Financial..., Financial Reporting, Financial Risk, Access, Morningstar, Advent, Entrepreneurship, Visio, Valuation, Economics, Capital Markets, Risk Management, Investment Strategies, Financial Planning, Corporate Finance, Strategic Planning, Leadership, Analysis

Education
University of Nebraska-Lincoln   1997 — 1999
MA, Finance and MIS

University of Nebraska at Kearney   1992 — 1996
BS, Finance and Accounting

Ben McAvoy Ben McAvoy Phoenix, Arizona Area Details
Ben McAvoy's Schwab Advisor Services Experience July 2007 - December 2011
Job Business Owner
Industry Consumer Services
Experience
Wellesley Investment Advisors, Inc.   June 2014 - September 2014
ARCP/Cole Capital   December 2011 - February 2014
Schwab Advisor Services   July 2007 - December 2011
Fidelity Investments  October 2005 - September 2007

Skills
Series 7, Series 63, Series 65

Education
BYU

Brad Lucas Brad Lucas Dallas/Fort Worth Area Details
Brad Lucas's Schwab Advisor Services Experience August 1998 - March 2013
Job Vice President, Senior Sales
Industry Financial Services
Experience
Fidelity Institutional Wealth Services  April 2013 - Present
Schwab Advisor Services   August 1998 - March 2013

Skills
Series 7, Wealth Management, Mutual Funds, ETFs, Portfolio Management, Investments, Asset Allocation, Investment Advisory, Series 63

Education
Texas Christian University   1988 — 1992
Bachelor of Science, Political Science, Business

Joseph Majkowski Joseph Majkowski Greater New York City Area Details
Joseph Majkowski's Schwab Advisor Services Experience June 2015 - Present
Job Relationship Manager at Schwab Advisor Services
Industry Financial Services
Experience
Schwab Advisor Services   June 2015 - Present
Pershing, a BNY Mellon company  December 2012 - June 2015
Pershing, a BNY Mellon company  September 2011 - December 2012
Pershing, a BNY Mellon company  October 2004 - September 2011
Merrill Lynch Money Manager Services   October 2003 - September 2004
Merrill Lynch - Asset Transition Services   August 2002 - October 2003

Skills
Series 7, Series 63, Securities, Mutual Funds, Equities, Fixed Income, Alternative Investments, Wealth Management, Financial Services, FINRA, Hedge Funds, Series 24, Asset Allocation, Asset Management

Education
Marist College   1997 — 2001
Bachelor of Science (BS), Management Information Systems and Services

Pam Krueger Pam Krueger San Francisco Bay Area Details
Pam Krueger's Schwab Advisor Services Experience 1990 - 1992
Job Executive Producer at MoneyTrack
Industry Media Production
Experience
WealthRamp   2013 - Present
MoneyTrack   January 2002 - Present
TechTV  February 1999 - September 2002
KGO-TV  March 1995 - January 1999
Schwab Advisor Services   1990 - 1992

Skills
Broadcast, Video Production, Television, New Media, Field Producing, Video, Content Strategy, Producing, Breaking News, Digital Media, Broadcast Television, Broadcast Journalism, Documentaries, Storytelling, Media Production, Journalism, HD Video, Video Editing, Multimedia, Post Production, News Writing, Final Cut Pro, Avid, Reality, Media Relations, Videography, On-camera Interviews, Radio

Education
University of Colorado at Boulder   1978 — 1983
BA, Political Science

Green Mountain College

Mike Doss Mike Doss San Francisco Bay Area Details
Mike Doss's Schwab Advisor Services Experience March 2011 - December 2014
Job West Coast Advisor Sales at Motif Investing
Industry Financial Services
Experience
Motif Investing  March 2015 - Present
Schwab Advisor Services   March 2011 - December 2014
Pershing Advisor Solutions  June 2009 - March 2011
Raymond James Financial  February 2006 - June 2009
TD Ameritrade  March 2003 - February 2006

Skills
Series 7, Financial Services, Asset Management, Series 63, Business Development, Investments, Wealth Management, Mutual Funds, Portfolio Management, Securities, Equities, Alternative Investments, Strategy, Investment Advisory..., Asset Allocation

Education
University of Kentucky
Corporate Communications

Western Kentucky University
BA, Corporate Communications

Holli J. Alexander Holli J. Alexander Cincinnati Area Details
Holli J. Alexander's Schwab Advisor Services Experience June 2015 - Present
Job Senior Relationship Manager, Schwab Advisor Services
Industry Financial Services
Experience
Schwab Advisor Services   June 2015 - Present
CCO Investment Services Corp - Citizens Financial Group   November 2013 - Present
Huntington Investment Company  August 2012 - November 2013
Fifth Third Bank  October 2010 - August 2012
Fifth Third Securities  April 2002 - October 2010
ProEquities  December 2000 - April 2002

Skills
Banking, Business Analysis, Commercial Banking, Commercial Lending, Credit, Customer Service, Financial Analysis, Investments, Cash Management, Leadership, Loans, Management, Portfolio Management, Process Improvement, Securities, Series 24, Series 63, Series 7, Strategic Planning, Team Building, Treasury Management

Education
University of Alabama at Birmingham
B.S., Accounting

Cori Oliver Cori Oliver Greater Boston Area Details
Cori Oliver's Schwab Advisor Services Experience May 2015 - Present
Job Relationship Manager Schwab Advisor Services
Industry Financial Services
Experience
Schwab Advisor Services   May 2015 - Present
Schwab Advisor Services   February 2014 - May 2015
Schwab Advisor Services   March 2011 - February 2014
Emerson Investment Management  May 2008 - March 2011
Signet Investment Advisory Group   November 2007 - May 2008

Skills
Financial Services, Series 7, Relationship Management, Series 63

Education
Tulane University   2003 — 2007
B.A., Women's Studies and Sociology

Boston University Center for Professional Education
Certified Financial Planner

Cara Esposito Cara Esposito Atlanta, Georgia Details
Cara Esposito's Schwab Advisor Services Experience September 1990 - April 1998
Job Account Manager, Financial Services, Insurance Professional, Risk Management Consultant
Industry Financial Services
Experience
The Hartford  March 2014 - Present
Insurance Industry  September 2008 - March 2014
Zenith Insurance Company (United States)   January 2006 - September 2008
Delta Dental of Virginia  February 2000 - January 2006
Delta Dental Insurance Company  May 1998 - February 2000
Schwab Advisor Services   September 1990 - April 1998

Skills
Account Management, Casualty, Claim, Liability, Claims Management, Health Insurance, Property & Casualty..., General Insurance, Insurance, Underwriting, Commercial Insurance

Education
Florida State University
Bachelor's Degree, Insurance and Risk Management

Kent Tkach Kent Tkach Greater Chicago Area Details
Kent Tkach's Schwab Advisor Services Experience May 2013 - May 2015
Job Vice President, iCapital Network
Industry Financial Services
Experience
iCapital Network, Inc.   May 2015 - Present
Schwab Advisor Services   May 2013 - May 2015
Astor Asset Management   July 2010 - May 2013
Calamos Investments  February 2004 - March 2010
Harris Bank  2001 - 2004
Van Kampen  2000 - 2002

Skills
Series 7, Mutual Funds, Asset Management, Asset Allocation, Investments, Series 66, Series 63

Education
St. Ambrose University   1994 — 1998
Bachelor of Arts, Finance

Robert Straus, CFA Robert Straus, CFA Denver, Colorado Details
Robert Straus, CFA's Schwab Advisor Services Experience 1995 - 1996
Job Securities Trading | Portfolio Management | Investment Consulting | Asset Allocation
Industry Financial Services
Experience
Innovest Portfolio Solutions  March 2014 - February 2015
ICON Advisers  January 2001 - February 2014
Meridian Investment Management   1996 - 2000
Schwab Advisor Services   1995 - 1996

Skills
Portfolio Management, Investment Consulting, Public Speaking, Asset Allocation, Mutual Funds, Investment Due Diligence, Investment Education, Equity Options, Equities, Investment Advisory..., Equity Trading, Fixed Income, Human Resources, Global Tactical Asset..., Charles River IMS, Morningstar, Factset, Technical Analysis, Performance Attribution, Investment Strategies, Risk Management, Capital Markets, Wealth Management..., Hedging, Investment Research, Options, Market Risk, Series 7, Series 65, Chartered Financial..., Team Management, Sales, Investment..., Sales Presentations, Separately Managed..., Asset Managment, Alternative Investments, Investment Management, Asset Management, Securities, Leadership, Investments

Education
University of Denver - Daniels College of Business
Master of Business Administration (M.B.A.)

William Alderman William Alderman Tempe, Arizona Details
William Alderman's Schwab Advisor Services Experience November 2014 - Present
Job Guest Service Team Lead at Target
Industry International Trade and Development
Experience
Schwab Advisor Services   November 2014 - Present
Target  May 2011 - November 2014
Fundación Conservacionista Costarricense   September 2013 - December 2013
Mr. Goodcents Subs and Pasta   January 2011 - April 2012

Skills
Sustainable Development, Sustainable Energy, Globalization, Sustainable Agriculture, Sustainable Business, Sustainable Tourism, Customer Service, Team Leadership, Organizational..., Electronics, Guest Service Management, International Relations, International..., International Business, International Trade, International Project..., Quantum GIS, Management

Education
Arizona State University   2010 — 2014
Bachelor of Arts (B.A.), Politics and Global Studies

Mesquite High School   2006 — 2010
High School Degree, High School/Secondary Diplomas and Certificates

Allison Mistlebauer Allison Mistlebauer Phoenix, Arizona Area Details
Allison Mistlebauer's Schwab Advisor Services Experience June 2008 - Present
Job Talented strategist in the financial services industry. Proven track record of building initiatives to drive growth.
Industry Financial Services
Experience
Schwab Advisor Services   June 2008 - Present

Skills
Vendor Management, Project Planning, Management, Retail, Business Analysis, Process Improvement, Strategic Planning, Project Management, Business Strategy, Analysis, Product Management, Visio

Education
University of Delaware
BA

Lynn Semall Lynn Semall Phoenix, Arizona Area Details
Lynn Semall's Schwab Advisor Services Experience October 2008 - Present
Job Charles Schwab
Industry Financial Services
Experience
Schwab Advisor Services   October 2008 - Present
JPMorgan Chase  November 2003 - October 2008
Cole Vision  July 1997 - June 2003
Brokaw Inc.  July 1994 - June 1996

Skills
Series 6, Financial Services, Strategic Planning, Series 63, B2B, Series 7, Series 65, Brand Development, Direct Marketing, Strategic Financial..., Retail Banking, Marketing, Commercial Lending, CRM, Investment Advisory, Relationship Management, Fixed Income, Equities, Sales, Wealth Management, Credit, Banking, Bonds, Commercial Banking, Integrated Marketing, Loan Origination, Loans, Mutual Funds, Options, Portfolio Management, Retail, Retirement Planning, Securities, Series 24, Trading, Asset Allocation, Uniform Combined State..., Financial Advisory, Wealth Management..., FINRA

Education
University of Phoenix   2010 — 2013
Bachelor's degree, Finance and Financial Management Services

The University of Akron   1981 — 1983
Associate of Applied Sciences, Sales & Marketing

Whit Kunzelman CFP® ChFC® Whit Kunzelman CFP® ChFC® Orlando, Florida Area Details
Whit Kunzelman CFP® ChFC®'s Schwab Advisor Services Experience November 2012 - Present
Job .
Industry Financial Services
Experience
Schwab Advisor Services   November 2012 - Present
Merrill Lynch  January 2011 - December 2012
Seaside National Bank and Trust   2007 - July 2010
SunTrust Bank  June 2005 - September 2007

Education
Florida State University   2001 — 2002
Certificate in Financial Planning, Financial Planning

Mercer University   1995 — 1997
Bachelor of Business Administration (BBA), Stetson School of Business and Economics

Jonathan Ainsley Jonathan Ainsley Orlando, Florida Area Details
Jonathan Ainsley's Schwab Advisor Services Experience 2006 - September 2011
Job Vice President, Business Strategy & Initiative Manager, Practice Management Consultant at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  April 2012 - Present
Advisor Impact Inc.   October 2011 - April 2012
Schwab Advisor Services   2006 - September 2011
SunTrust Bank  2003 - 2006
WCLK   1986 - 1999

Skills
Sales & Marketing..., Training and Development, Team Motivation, Practice Management, Public Speaking, Visionary, Relationship Management, Coaching, Strategic Consulting, Sales, Result Oriented, Financial Services, Wealth Management, Series 7, Investment Advisory, Mutual Funds, Series 63, Asset Management, Finance, Financial Advisory, Financial Planning, Investments, Management

Education
UCL   1980 — 1983
BA (Hons), Geography

Charterhouse   1977 — 1979

farnham   1972 — 1979

Farnham College   1973 — 1977

Farnham Grammar School   1972 — 1977

Mark Loddo Mark Loddo Phoenix, Arizona Area Details
Mark Loddo's Schwab Advisor Services Experience 2005 - 2012
Job Account Executive at Swiss America Trading Corp.
Industry Financial Services
Experience
Swiss America Trading Corp.  March 2015 - Present
Hard Assets Alliance   2013 - March 2015
Mauldin Economics   2013 - March 2015
Schwab Advisor Services   2005 - 2012
Boomerz   2010 - 2010
ING Funds  2003 - 2005
Jefferies & Co.   1998 - 2003
George K. Baum & Company   1998 - 1998
RBC Capital Markets  1989 - 1998
Kidder Peabody  May 1987 - May 1989

Skills
ETFs, Trading, Execution Management, Securities, Portfolio Optimization, Strategic Planning, Risk Management, Financial Markets, Derivatives, Technical Analysis, Series 7, Equities, Asset Management, Investments, Mutual Funds, Fixed Income, Portfolio Management, Asset Allocation, Wealth Management, Capital Markets, Alternative Investments, Hedge Funds, Financial Planning, Options, Series 63, Investment Banking, Bloomberg, Banking, Trading Systems, Equity Trading, Financial Services, Electronic Trading, Commodity Risk..., Investment Advisory, FINRA, Investment Management, Financial Risk, Bonds, Investment Strategies, Financial Advisory, Equity Derivatives, Wealth Management..., Equity Research, Separately Managed..., Relationship Management, Structured Products, FX Options, Prime Brokerage

Education
Fordham Gabelli School of Business
Bachelor’s Degree, Finance/Management

Tom Cantillon Tom Cantillon Greater New York City Area Details
Tom Cantillon's Schwab Advisor Services Experience September 2005 - January 2012
Job Managing Director Schwab Advisor Services
Industry Financial Services
Experience
Charles Schwab  February 2012 - Present
Schwab Advisor Services   September 2005 - January 2012
Symetra Financial  1997 - 2005
Charles Schwab & Co  1991 - 1996
Morgan Stanley Smith Barney  1988 - 1991

Skills
Strategy, New Business Development, Investments, Sales Operations, Relationship Management, Series 63, Mutual Funds, Series 7, Wealth Management, Series 24, Alternative Investments, Financial Services, Securities, Investment Advisory, Business Development

Education
Saint Peter's University
Bachelor of Science (B.S.), Accounting and Business/Management

Candice Sagehorn Candice Sagehorn Orange County, California Area Details
Candice Sagehorn's Schwab Advisor Services Experience March 2011 - Present
Job
Industry Financial Services
Experience
Schwab Advisor Services   March 2011 - Present
Morgan Stanley Smith Barney  January 2010 - March 2011
Morgan Stanley Smith Barney  July 2003 - January 2010
UBS PaineWebber Inc.  November 2002 - June 2003
UBS PaineWebber Inc.  January 2001 - November 2002
UBS PaineWebber Inc.  December 1998 - January 2001
UBS PaineWebber Inc.  May 1997 - December 1998
Waterhouse Securities  1994 - 1995

Education
Azusa Pacific University   2002 — 2004
B.A.

Paul deChadenedes Paul deChadenedes Greater Denver Area Details
Paul deChadenedes's Schwab Advisor Services Experience October 2013 - Present
Job Conversion Consultant Acquisition & New Client Experience Charles Schwab Advisor Services
Industry Financial Services
Experience
Schwab Advisor Services   October 2013 - Present
Charles Schwab  June 2011 - September 2013
Charles Schwab  June 2008 - May 2011

Skills
Retirement, Asset Allocation, Series 7, Series 63, Investments, Mutual Funds, Strategic Planning, Sales, Financial Analysis, Marketing, Asset Management, Risk Management, Financial Services, Strategic Financial..., Securities, Equities

Education
Colorado State University   2002 — 2006
Bachelors, Economics

Colorado State University   2002 — 2006
Economics, History

Charlie Latimer Charlie Latimer Greater New York City Area Details
Charlie Latimer's Schwab Advisor Services Experience June 2008 - August 2011
Job Sales VP, TD Institutional
Industry Financial Services
Experience
TD Ameritrade  August 2011 - Present
Schwab Advisor Services   June 2008 - August 2011
Cuttone & Company   March 2006 - March 2007
Bloomberg L.P.   August 2000 - March 2006
Federal Reserve Bank of New York  September 1991 - March 1997

Skills
Wealth Management, Complex Sales, Consultative Sales..., Deal Development, P&L Modeling, Recruiting, Financial Services, Growth Strategies, Registered Investment..., Series 7, Mutual Funds, Electronic Trading, Options, Fixed Income, Market Data, ETFs, Derivatives, Portfolio Management, Asset Management, Equities, Financial Markets, Equity Trading, Investments

Education
Seton Hall University   1987 — 1991
BA & MBA, FINANCE

Todd Sixt Todd Sixt San Francisco Bay Area Details
Todd Sixt's Schwab Advisor Services Experience 2009 - 2010
Job Vice President, Director of Client Services for the Pacific NW Division at Alpha Cubed Investments, LLC
Industry Financial Services
Experience
Alpha Cubed Investments, LLC   October 2014 - Present
TD Ameritrade  March 2010 - October 2013
Schwab Advisor Services   2009 - 2010
The CAPROCK Group  August 2008 - September 2009
Fidelity Investments  1996 - November 2007

Education
Miami University   1987 — 1994

Talawanda High School

Talawanda High School

Talawanda High School

Talawanda High School

Tammy Kronenberg Tammy Kronenberg Phoenix, Arizona Area Details
Tammy Kronenberg's Schwab Advisor Services Experience November 2004 - Present
Job Technical Manager Trade Away Services at Charles Schwab
Industry Financial Services
Experience
Schwab Advisor Services   November 2004 - Present
Schwab Institutional  August 2003 - October 2004
Schwab Institutional  August 2001 - August 2003
L. Roy Papp & Associates   February 1998 - April 2000

Skills
Series 63, Series 7, Series 9, Series 10, Trading, Settlement, FINRA, Prime Brokerage, Asset Management

Education
Ball State University   1992 — 1996
Bachelor of Science (B.S.), Geography

Jay Robinson CPWA Jay Robinson CPWA Greater Minneapolis-St. Paul Area Details
Jay Robinson CPWA's Schwab Advisor Services Experience March 2006 - Present
Job RVP at Schwab
Industry Financial Services
Experience
Schwab Advisor Services   March 2006 - Present
Piper Jaffray  1999 - 1999
RBC Dain Rauscher  1900 - 1900

Education
University of Minnesota Duluth   1979 — 1983

Rachel Rath Rachel Rath Cincinnati Area Details
Rachel Rath's Schwab Advisor Services Experience August 2011 - Present
Job Advisor Services at Charles Schwab & Co.
Industry Financial Services
Experience
Schwab Advisor Services   August 2011 - Present
FTJ FundChoice  December 2006 - August 2011
U.S. Bank U.S. Bancorp   May 2004 - November 2006

Skills
Series 7, Investments, Wealth Management, Mutual Funds, Series 63, Retirement Planning, Portfolio Management, Asset Allocation, Securities, Investment Advisory

Education
Northern Kentucky University   1999 — 2003
Bachelor of Arts (B.A.), Theatre/Theater and Entrepreneurship(m)

A.J. Hishida A.J. Hishida San Francisco Bay Area Details
A.J. Hishida's Schwab Advisor Services Experience April 2005 - Present
Job Relationship Manager
Industry Financial Services
Experience
Schwab Advisor Services   April 2005 - Present
Schwab Institutional  July 2003 - April 2005
Schwab Institutional  February 1998 - July 2003
Bank of America  1994 - 1998

Skills
FINRA Series 7,9,10,63

Education
Arizona State University   1995 — 1997
Bachelor, Finance

University of Washington   1994 — 1995

Aloha High School

Todd Norton Todd Norton Greater Seattle Area Details
Todd Norton's Schwab Advisor Services Experience July 2015 - Present
Job Relationship Manager, Schwab Advisor Services
Industry Financial Services
Experience
Schwab Advisor Services   July 2015 - Present
Charles Schwab  August 2011 - Present
UBS Institutional Consulting Group   October 2009 - August 2011
Russell Investments  October 2005 - December 2008
Russell Investments  April 2004 - October 2005
Russell Investments  January 2001 - April 2004
Russell Investments  July 2000 - January 2001
Russell/Mellon Analytical Services  March 1998 - May 2000
Russell/Mellon Analytical Services  March 1996 - March 1998
Vining-Sparks, IBG, L.P.   January 1995 - January 1996

Skills
Asset Allocation, Mutual Funds

Education
Gonzaga University   1989 — 1993

Gonzaga University   1989 — 1993

Gonzaga University - School of Business Administration   1989 — 1993
Finance, International Business, Italian, Philosophy

Gonzaga-in-Firenze   1991 — 1992
International Business

Jeffrey Zabel Jeffrey Zabel Greater Seattle Area Details
Jeffrey Zabel's Schwab Advisor Services Experience 1994 - 2005
Job Expertise leading Advisors in Transition to the RIA model. Have knowledge/experience to improve advisors bottom line.
Industry Financial Services
Experience
TD Ameritrade Institutional  October 2005 - Present
TD Ameritrade Institutional  2005 - Present
Schwab Advisor Services   1994 - 2005

Skills
Wealth Management, Series 7, Series 63, Financial Services, Retirement

Education
Northeastern University
Masters, Education Administration

Northeastern University

Juanita Gagnard Juanita Gagnard Phoenix, Arizona Area Details
Juanita Gagnard's Schwab Advisor Services Experience May 2011 - May 2014
Job Director Transition Consultant at Schwab Advisor Services
Industry Financial Services
Experience
Schwab Advisor Services   May 2011 - May 2014
Charles Schwab Co   1999 - May 2014
Charles Schwab  August 1999 - May 2011

Skills
Series 7, Series 63

Education
Arizona State University   1987 — 1991

John Braeseke John Braeseke Greater Chicago Area Details
John Braeseke's Schwab Advisor Services Experience October 2008 - Present
Job Senior Relationship Manager
Industry Financial Services
Experience
Schwab Advisor Services   October 2008 - Present
www.jbvox.com   2000 - Present
Schwab Institutional  February 2005 - September 2008

Education
Quinlan School of Business, Loyola University Chicago   1991 — 1994
MBA, Management

Northeastern Illinois University   1983 — 1985
BA, Business and Management

Renata Emig Renata Emig Phoenix, Arizona Area Details
Renata Emig's Schwab Advisor Services Experience March 2007 - Present
Job Senior Relationship Manager, Strategic Business Development, Schwab Advisor Services at Charles Schwab & Co., Inc.
Industry Financial Services
Experience
Charles Schwab & Co., Inc.   November 2014 - Present
Schwab Advisor Services   March 2007 - Present
Charles Schwab & Co., Inc.   October 1998 - March 2007
Charles Schwab & Co., Inc.   November 1996 - October 1998
Charles Schwab & Co., Inc.   November 1995 - October 1996
Dreyfus Service Corporation  September 1993 - September 1995

Skills
Fluent in the Czech..., Series 7, Sales, Wealth Management, Mutual Funds, Investments, Relationship Management, 401k, Retirement Planning, Series 63, Investment Advisory, Business Planning, FINRA, Asset Allocation, Securities, Portfolio Management, Financial Services

Education
Fordham University   1987 — 1991
Bachelor of Science (BS), Finance, General

Greg Bruce Greg Bruce Cincinnati Area Details
Greg Bruce's Schwab Advisor Services Experience March 1998 - Present
Job Managing Director with Schwab Advisor Services
Industry Financial Services
Experience
Schwab Advisor Services   March 1998 - Present

Education
The Ohio State University   1990 — 1994
BA, Political Science

Subhash Sheanh Subhash Sheanh Greater Denver Area Details
Subhash Sheanh's Schwab Advisor Services Experience 2014 - 2015
Job
Industry Financial Services
Experience
Bank of America Home Loans  August 2010 - Present
Schwab Advisor Services   2014 - 2015
Schwab Advisor Services   2014 - 2015
Schwab Advisor Services   2014 - 2015
Deluxe Corporation  January 2002 - June 2009
MCI  January 2000 - January 2002
IBM Global Services  January 1994 - January 2000

Skills
Vendor Management, Governance, Outsourcing, Security, Program Management, PMO, Requirements Analysis, CRM, Process Improvement, SDLC, Project Portfolio..., IT Management

Education
The University of Hull   1991 — 1993
MBA

Joe Hehl Joe Hehl Greater New York City Area Details
Joe Hehl's Schwab Advisor Services Experience June 2000 - Present
Job Senior Relationship Manager at Schwab Institutional
Industry Financial Services
Experience
Schwab Advisor Services   June 2000 - Present

Education
Seton Hall University   1984 — 1986
Bachelor of Arts (BA), Political Science and Government

Roselle Catholic High School   1978 — 1981

DeAnna Basler DeAnna Basler Kansas City, Kansas Details
DeAnna Basler's Schwab Advisor Services Experience May 2011 - October 2012
Job Owner/Principle Cardinal Capital Associates
Industry Financial Services
Experience
Cardinal Capital Associates   May 2007 - Present
Schwab Advisor Services   May 2011 - October 2012
UMB Bank  August 2005 - March 2007
UMB Bank  August 2005 - March 2007
UBS Wealth Management  2001 - 2005
American Century Investments  March 1997 - December 2001

Skills
Series 7, 63, 65 ,24,..., Financial Services, Investments, Wealth Management, Mutual Funds, Asset Management, Management, Leadership, Series 7, Project Management, Planning Budgeting &...

Education
DeVry University   2015 — 2019
Finance

DeVry University   2015 — 2018
Business Managemetnt, 'Business Intelegence and

Dave Spinale Dave Spinale Greater Boston Area Details
Dave Spinale's Schwab Advisor Services Experience January 2010 - Present
Job Business Development Officer, Schwab Advisor Services
Industry Financial Services
Experience
Schwab Advisor Services   January 2010 - Present

Education
Hobart and William Smith Colleges   1986 — 1991
Bachelor of Arts (B.A.)

Danny Schwartze Danny Schwartze Kansas City, Missouri Area Details
Danny Schwartze's Schwab Advisor Services Experience July 2014 - Present
Job Technology Engineer at Schwab Advisor Services
Industry Financial Services
Experience
Schwab Advisor Services   July 2014 - Present
Schwab Performance Technologies  January 2010 - July 2014
Schwab Performance Technologies  August 2008 - January 2010
Schwab Performance Technologies  September 2007 - August 2008
Schwab Performance Technologies  August 2006 - September 2007
Schwab Performance Technologies  November 2005 - August 2006
Schwab Performance Technologies  May 2005 - November 2005

Skills
Alternative Investments, Equities, Retirement, FINRA, Risk Management, Business Analysis, CRM, Process Improvement, Product Management, Banking, SaaS, Salesforce.com, Vendor Management, Technical Analysis, Project Management, Account Management, Customer Service, Business Development, Data Analysis

Education
University of Missouri-Kansas City   2001 — 2005
Bachelor of Business Administration, Finance and Economics, 3.412

Moberly Area Community College   2000 — 2001
Associate of Arts (A.A.), Business Administration and Management, General, 4.0