Schwab Advisor Services
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Schwab Advisor Services Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.)
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
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
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
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
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
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
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
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.
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
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
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
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
Schwab Advisor Services March 2006 - Present
Piper Jaffray 1999 - 1999
RBC Dain Rauscher 1900 - 1900
Education
University of Minnesota Duluth 1979 — 1983
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)
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
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
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
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
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
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
Schwab Advisor Services March 1998 - Present
Education
The Ohio State University 1990 — 1994
BA, Political Science
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
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
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
Schwab Advisor Services January 2010 - Present
Education
Hobart and William Smith Colleges 1986 — 1991
Bachelor of Arts (B.A.)
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