Schwab Charitable

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Schwab Charitable Employees

Employee
Years
Job
Industry
David Laughton David Laughton San Francisco Bay Area Details
David Laughton's Schwab Charitable Experience 2011 - 2011
Job Student at University of Southern California Business & International Relations
Industry Management Consulting
Experience
Morgan Stanley  May 2015 - August 2015
Alvarez & Marsal Business Consulting  June 2014 - August 2014
Sleepy Hollow Swim and Tennis   2013 - 2013
Sleepy Hollow Swim and Tennis Club  2011 - 2012
Schwab Charitable   2011 - 2011
Sleepy Hollow Swim and Tennis Club  2010 - 2011
The Ferraro Group Public Relations   2010 - 2010

Education
University of Southern California   2013 — 2016
International Relations Global Business (USC Dornsife & Marshall School of Business), Interdisciplinary curriculum with global management focus, Junior

University of Southern California - Marshall School of Business   2013 — 2016
Business / International Relations, International Relations Global Business

Texas Christian University   2012 — 2012

Carrie Schwab-Pomerantz Carrie Schwab-Pomerantz San Francisco Bay Area Details
Carrie Schwab-Pomerantz's Schwab Charitable Experience 2012 - Present
Job President, Charles Schwab Foundation & Senior Vice President, Charles Schwab; Chairman of the Board, Schwab Charitable
Industry Financial Services
Experience
Charles Schwab  2002 - Present
Schwab Charitable   2012 - Present
Charles Schwab  2000 - Present
President’s Advisory Council for Financial Capability   2010 - 2013
Charles Schwab  1999 - 2003
Charles Schwab  1983 - 1999

Skills
Investments, Mutual Funds, Asset Allocation, Series 7, Financial Services, Philanthropy, Wealth Management, Series 63, Securities, Corporate Social..., Equities, Retirement, Retirement Planning, Strategic Financial...

Education
The George Washington University
Master of Business Administration (MBA), Marketing

University of California, Berkeley
Bachelor of Arts (BA), Political Science

Griffin Forshee Griffin Forshee Greater Denver Area Details
Griffin Forshee's Schwab Charitable Experience June 2014 - Present
Job Grants Team Manager
Industry Philanthropy
Experience
Schwab Charitable   June 2014 - Present
Intelligent Commercial Environments, Inc.   July 2013 - June 2014
Craig Hospital  July 2012 - July 2013
Charles Schwab  November 2010 - June 2012
Community Gatepath  April 2010 - November 2010

Skills
Marketing Communications, Marketing Research, Online Marketing, Salesforce.com, Event Marketing, SEO, Metadata, Quantitative Research, Qualitative Research, Marketing Materials, Sales Support, Inventory Management, Adobe Acrobat, Non-profit Marketing, Non-profit Development, Non-profit..., Google Analytics, Copy Development, Data Entry, Non-profits, Raiser's Edge, Copy Editing, Grants, Operations, Performance Reporting, Competitive Analysis, Donor Relations, Event Planning, Fundraising, Marketing, Management, Philanthropy, Nonprofits, Program Management, Research, New Business Development, Sales, Website Development, Vendor Management, Sales Operations, Community Outreach, Leadership, Strategic Planning

Education
San Francisco State University   2010 — 2011
Non-Profit/Public/Organizational Management

Regis University   2003 — 2007
Bachelor of Science (B.S.), Finance, General

Claire Palmer Claire Palmer Denver, Colorado Details
Claire Palmer's Schwab Charitable Experience October 2013 - Present
Job Schwab Charitable
Industry Philanthropy
Experience
Schwab Charitable   October 2013 - Present
Campus Copies Classical Notes   October 2010 - June 2013
Lightspeed Venture Partners  September 2012 - December 2012
Asia Society  July 2012 - August 2012
Newport Asia LLC   June 2012 - July 2012

Skills
International Relations, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Editing, Fundraising

Education
Miramonte   2005 — 2009

UC Davis   2009 — 2013
Bachelor of Arts (B.A.), International Relations, East Asian Studies

Fudan University   2012 — 2013
International Relations and Affairs Joint UCEAP Program

Beijing Normal University   2011 — 2011
Intensive Mandarin Summer Program

Jeffrey J. Pritchard, CFP Jeffrey J. Pritchard, CFP Greater Seattle Area Details
Jeffrey J. Pritchard, CFP's Schwab Charitable Experience July 2007 - July 2008
Job Capital Campaign Director at Bloodworks Northwest
Industry Fund-Raising
Experience
Bloodworks Northwest  2014 - Present
Greater Tacoma Community Foundation   January 2009 - November 2013
Schwab Charitable   July 2007 - July 2008
BMO Harris Private Banking  2004 - 2007
Wells Fargo  2001 - 2003
US Bank  1991 - 2001

Skills
Mutual Funds, Wealth Management, Program Development, Investments, Asset Allocation, Business Development, Financial Services, Marketing Communications, Investment Management, Grant Writing, Fundraising, Event Planning, Leadership, Market Planning, Community Outreach, Philanthropy, Management, Strategic Financial..., Retirement Planning, Volunteer Management, Training

Education
California State University-Long Beach - College of Business Administration
MBA, Marketing/Finance

University of Southern California

Kim Laughton Kim Laughton San Francisco Bay Area Details
Kim Laughton's Schwab Charitable Experience July 2011 - Present
Job President, Schwab Charitable
Industry Financial Services
Experience
Schwab Charitable   July 2011 - Present
Schwab Charitable   July 2007 - July 2011
Charles Schwab & Co.   July 1995 - December 2004
Citibank Asia-Pacifc   February 1992 - March 1995
Bain & Company  1985 - 1991

Skills
Strategy, Strategic Planning, Leadership, Management, Investments, Marketing Strategy, Financial Services, Program Management, Business Strategy, Marketing

Education
Harvard Business School   1988 — 1990
MBA, Business Administration and Management, General

Stanford University   1981 — 1985
Bachelor of Arts (BA), Bachelor of Science (BS), Economics, Biology

Christopher Geison Christopher Geison San Francisco Bay Area Details
Christopher Geison's Schwab Charitable Experience March 2007 - November 2008
Job Marketing Catalyst
Industry Marketing and Advertising
Experience
Schwab Charitable   March 2007 - November 2008
Schwab Charitable   April 2004 - February 2007
Schwab Charitable   July 2003 - October 2003
Charles Schwab  November 2001 - January 2003
Charles Schwab  May 2000 - October 2001
Charles Schwab  January 2000 - May 2000
Charles Schwab  June 1997 - December 1999

Skills
Strategy, Management, Strategic Planning, Training, Public Relations, Product Management, Creative Direction, Marketing, Leadership, Sales, Event Planning

Education
Brown University   1993 — 1996
BA

Colorado College   1991 — 1992

Bryan Gregston Bryan Gregston Greater Denver Area Details
Bryan Gregston's Schwab Charitable Experience June 2015 - Present
Job Senior Manager, Client Experience at Charles Schwab
Industry Financial Services
Experience
Schwab Charitable   June 2015 - Present
Charles Schwab  August 2013 - June 2015
Bay Area Financial Services Firm   August 2010 - July 2012
Charles Schwab  August 2010 - June 2012
AXA Advisors  August 2009 - March 2010
TIAA-CREF  June 2007 - August 2008
TIAA-CREF  July 2006 - June 2007
TIAA-CREF  September 2004 - June 2006
TIAA-CREF  July 2000 - September 2003

Skills
401k, Budgets, Business Development, Business Planning, Change Management, Consulting, Finance, Financial Services, Fundraising, Investments, Leadership, Management, Marketing, Marketing Management, Marketing Strategy, Mutual Funds, Pensions, Process Improvement, Product Development, Product Management, Project Management, Relationship Management, Project Planning, Retirement, Retirement Planning, Segmentation, Series 63, Series 7, Strategic Financial..., Strategic Planning, Strategy, Testing, Time Management, Training, Wealth Management

Education
Simpson College   1983 — 1987
B.A, Economics and Management with Marketing emphasis

Simpson College   1983 — 1987
BA, Management, Economics

Susan Heldman Susan Heldman San Francisco Bay Area Details
Susan Heldman's Schwab Charitable Experience May 2000 - Present
Job Vice President & Controller at Schwab Charitable
Industry Nonprofit Organization Management
Experience
Schwab Charitable   May 2000 - Present
Schwab Charitable Fund   May 2000 - Present
Chela   1993 - 2000
City Oil Corporation   1989 - 1993

Skills
Strategic Planning, Fundraising, Excel, Microsoft Office, Financial Management, Non-profits, Accounting, Executive Management, Spanish, Budgeting, Nonprofits, Microsoft Excel, Budgets, Financial Modeling, Leadership

Education
Middlebury Institute of International Studies at Monterey   1979 — 1981
1981, International Management

Mount Holyoke College   1972 — 1976
BA, Latin American Studies

Jim Wilroy Jim Wilroy San Francisco Bay Area Details
Jim Wilroy's Schwab Charitable Experience August 2006 - November 2008
Job Financial Services Marketing & Sales Professional
Industry Nonprofit Organization Management
Experience
Buckekew Programs   January 2011 - January 2012
Schwab Charitable   August 2006 - November 2008
Charles Schwab  February 1999 - August 2006
Charles Schwab  January 1996 - February 1999

Education
Temple University - James E. Beasley School of Law
JD

Kim Wright-Violich Kim Wright-Violich San Francisco Bay Area Details
Kim Wright-Violich's Schwab Charitable Experience May 2000 - July 2011
Job Social Sector and Impact Investing Executive
Industry Financial Services
Experience
Tideline   March 2014 - Present
Echidna Giving   October 2011 - Present
CFP, Inc.   January 2014 - Present
Haas School of Business  January 2011 - Present
Cancer Prevention Institute of California  September 2011 - Present
Haas School of Business, Center for Social Sector Leadership   2004 - Present
World Affairs Council of Northern California  2008 - January 2015
Schwab Charitable   May 2000 - July 2011

Skills
Start-ups, Philanthropy, Management, Strategic Planning, Leadership, Strategy, Organizational..., Venture Capital, Entrepreneurship, Investments, Grants, Business Strategy, Management Consulting, Asset Management, Leadership Development, Portfolio Management, Social Media, Public Speaking, Business Development, Executive Management, Due Diligence, Consulting, Board Development, Governance

Education
Stanford University
BA

Stanford University Graduate School of Business
SEP

Stephan Gater, MBA Stephan Gater, MBA Greater Denver Area Details
Stephan Gater, MBA's Schwab Charitable Experience November 2014 - Present
Job Grant Specialist at Schwab Charitable
Industry Financial Services
Experience
Schwab Charitable   November 2014 - Present
Charles Schwab  November 2007 - Present
Fiserv Investment Support Services  May 2006 - November 2007

Skills
Customer Service, Banking, Outlook, Strategic Planning, Microsoft Excel, Community Outreach, Singing, Back Office, Account Reconciliation, Training Delivery, Youth Mentoring, Leadership Development, Non-profit Volunteer, Microsoft Office, Outstanding..., Bloomberg, Financial Risk, Interviews, Project Management, Quality Assurance, Risk Assessment, Social Media, Procedure Development, Procedure Review, Financial Services, Event Planning, Public Relations, Philanthropy, Diversity & Inclusion, Diversity Program..., Alumni Relations, Business Process..., Team Building, Change Management, PowerPoint, Leadership, Mutual Funds, Program Management, Analysis, Research

Education
Regis University   2010 — 2011
Master of Business Administration (M.B.A.), Strategic Management

Tuskegee University   2001 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

George Washinton High School   1998 — 2001
Diploma, Computer Magnet Program

Alexandre Laussu Alexandre Laussu San Francisco Bay Area Details
Alexandre Laussu's Schwab Charitable Experience October 2011 - March 2012
Job Business Operations Manager Analyst at Oracle
Industry Computer Software
Experience
Oracle  August 2015 - Present
Oracle  September 2013 - August 2015
Oracle  March 2012 - September 2013
Schwab Charitable   October 2011 - March 2012
Schwab Charitable   July 2011 - October 2011
Schwab Charitable   January 2011 - March 2011
Schwab Charitable   October 2010 - January 2011
Fry's Electronics  August 2002 - November 2003

Skills
Sales Operations, Customer Experience, Account Management, Sales, Customer Service, Salesforce.com, Management, Direct Sales, Enterprise Software, Marketing Strategy, Marketing, New Business Development, Business Development, SaaS, Retail, Sales Process, French, CRM, Cloud Computing

Education
San Francisco State University   2007 — 2009
B.S, Business Administration with a concentration in Finance, Minor in Economics

University of California, Riverside
Biology, General

Eric Rick DePaepe Eric Rick DePaepe San Francisco Bay Area Details
Eric Rick DePaepe's Schwab Charitable Experience 2003 - 2006
Job Strategic Account Manager CED Greentech
Industry Renewables & Environment
Experience
ZepSolar   August 2011 - May 2013
Zep Solar  August 2011 - May 2013
Charles Schwab & Co., Inc.   August 2009 - August 2011
Ensemble Capital Management   July 2006 - August 2008
Schwab Charitable   2003 - 2006
Insight Capital Research & Management, Inc   1999 - 2002

Skills
Direct Sales, New Business Development

Education
University of California, Davis   1990 — 1994
B.A.

Liz Hilton Liz Hilton San Francisco Bay Area Details
Liz Hilton's Schwab Charitable Experience February 2012 - May 2014
Job Strategist | Change Leader | Intrapreneur | Wealth Management | Philanthropy | Impact Investing
Industry Financial Services
Experience
Bank of the West Wealth Management BNP Paribas Group   February 2015 - Present
Pymwymic   February 2015 - April 2015
Amplifier Strategies  August 2014 - October 2014
Schwab Charitable   February 2012 - May 2014
Charles Schwab  October 2007 - February 2012
Charles Schwab  December 2006 - October 2007
Monsanto  1994 - 1999
The NutraSweet Company  1989 - 1994
BBDO  June 1984 - August 1989

Skills
Strategy, Integrated Marketing, Product Development, Marketing, Marketing Strategy, Strategic Partnerships, Financial Services, Management, Marketing Communications, Account Management, Product Marketing, Digital Marketing, Start-ups, Direct Marketing, Change Management, New Business Development, Cross-functional Team..., Analytics, Competitive Analysis, Product Management, Segmentation, CRM, Partnerships, Philanthropy, Wealth Management, Family Office, Program Development, Impact Investing, International Business, Donor Advised Funds, Business Strategy

Education
Kenyon College   1974 — 1978
BA, Cum Laude, Political Science

Michele Kiyota Michele Kiyota San Francisco Bay Area Details
Michele Kiyota's Schwab Charitable Experience July 1999 - April 2000
Job Self Employed Gardener
Industry Financial Services
Experience
Self Employed - Gardener   March 2013 - Present
Friends of the San Francisco Public Library  May 2009 - Present
Orben Place HOA   April 2009 - Present
Commonwealth Club of California   October 2010 - June 2012
Charles Schwab  May 2011 - December 2011
City CarShare  September 2009 - December 2009
Orben Place HOA   April 2000 - April 2009
Ridge Consultants   August 2008 - November 2008
Compuware Corp.  July 2000 - December 2000
Schwab Charitable   July 1999 - April 2000

Skills
Editing, Non-profits, Research, Training, Project Management, Management, Customer Service, Microsoft Excel, Community Outreach, Volunteer Management, Budgets, Social Media

Education
University of San Francisco   1979 — 1985
B.A, Economics

Lindsay Culbertson Lindsay Culbertson Greater New York City Area Details
Lindsay Culbertson's Schwab Charitable Experience 2007 - 2009
Job Financial services and nonprofit professional with experience in nonprofit finance, philanthropy and fundraising.
Industry Financial Services
Experience
Schwab Charitable   2007 - 2009
Commonfund  1997 - 1999
Bank of America Securities  1988 - 1995
VHA Development Company   1985 - 1987
Lehman Brothers  1982 - 1985

Skills
CRM, Strategy, Financial Services, Asset Management, Investments, Nonprofits, Financial Analysis, Mutual Funds, Public Speaking, Business Development, Finance, Research, Marketing, Asset Managment, Series 7, Management, Strategic Planning

Education
University of Pennsylvania - The Wharton School   1980 — 1982
MBA, Finance and Public Management

Stanford University   1977 — 1979
BA, Political Science

Lorie Lambert Lorie Lambert San Francisco Bay Area Details
Lorie Lambert's Schwab Charitable Experience April 2007 - Present
Job Product Manager, Schwab Charitable
Industry Philanthropy
Experience
Schwab Charitable   April 2007 - Present
YMCA of San Francisco  April 2009 - June 2014

Skills
Nonprofits, Project Management, Strategy, Product Management, Business Process..., Operations Automation, Strategic Planning, CRM, Business Strategy, SQL, Financial Modeling, Financial Analysis, Marketing, Business Development, Fundraising, Public Speaking, Organizational..., Marketing Strategy, Salesforce.com, Strategic Communications, Crystal Reports, Event Planning, Scrum, Agile Application..., Charitable Gift Planning, Non-profits

Education
University of California, Berkeley   2001 — 2005
BA, Social Welfare

Barbara Benware Barbara Benware San Francisco Bay Area Details
Barbara Benware's Schwab Charitable Experience October 2009 - Present
Job Vice President of Investments at Schwab Charitable
Industry Investment Management
Experience
Schwab Charitable   October 2009 - Present
Schwab Charitable   May 2009 - October 2009
Union Square Investment Company  July 2005 - January 2009
Union Square Investment Company  September 1995 - June 2005
Union Square Investment Company  September 1994 - July 1995
Union Square Investment Company  March 1991 - June 1994
ROLM  February 1989 - September 1990
ROLM  June 1988 - January 1989
ROLM  September 1981 - May 1988

Skills
Wealth Management, Investments, Due Diligence, Asset Allocation, Finance, Financial Analysis, Risk Management, Marketing, Portfolio Management, Strategy, Estate Planning, Mutual Funds, Management, Business Planning, Alternative Investments, Investment Advisory, Financial Advisory, Private Equity, Hedge Funds, Securities, Series 7, Investment Management, Financial Services, Asset Management, Equities, Investment Strategies, Wealth Management..., Fixed Income, Retirement Planning, Valuation, Strategic Financial..., Venture Capital, Financial Modeling

Education
Certified Investment Management Analyst (CIMA)

American University
BA, Economics

Bryn Mawr College
Russian, Psychology

Series 7

Jaron Ness Jaron Ness San Francisco, California Details
Jaron Ness's Schwab Charitable Experience November 2013 - May 2014
Job Business Development at Salesforce.com Foundation
Industry Philanthropy
Experience
Salesforce.com Foundation  June 2014 - Present
Schwab Charitable   November 2013 - May 2014
Mowery Associates   February 2013 - November 2013
Cbeyond  August 2012 - December 2012
WorldVenture  September 2011 - December 2011
TIAA-CREF  February 2007 - September 2011
Philadelphia Phillies  September 2005 - December 2005

Skills
Strategic Financial..., Customer Service, Strategic Planning, Financial Analysis, Budgets, Process Improvement, Microsoft Office, Retirement Planning, Microsoft Excel, Project Management, PowerPoint, Marketing Strategy, Outlook, Pricing, Financial Reporting, Philanthropy, Donor Advised Funds, Foundations, Salesforce.com, Grants, Sales, Financial Planning, Business Development, Analysis, Marketing

Education
Messiah College   2002 — 2006
Bachelor of Science, Marketing

International Business Institute   2005 — 2005
International Business, Economics, Finance, Marketing

Corina Espiritu Corina Espiritu San Francisco, California Details
Corina Espiritu's Schwab Charitable Experience 2007 - Present
Job Relationship Manager
Industry Nonprofit Organization Management
Experience
Schwab Charitable   2007 - Present

Skills
Nonprofits, Business Development, Customer Service, Financial Analysis, Marketing

Education
Kaplan University   2005 — 2008
Master of Business Administration (M.B.A.), Business Administration and Management, General

Corey Harman Corey Harman New York, New York Details
Corey Harman's Schwab Charitable Experience July 2015 - Present
Job Charitable Support Specialist at Charles Schwab
Industry Financial Services
Experience
Schwab Charitable   July 2015 - Present
Charles Schwab  February 2013 - Present
Wells Fargo Bank  April 2010 - February 2013
TEFL  2011 - 2011
Orlando Convention Aid   2010 - 2011

Skills
Mac OS, Access, Leadership Development, Coaching, Troubleshooting, HTML, Social Networking, Database Administration, Outlook, XP, Sales, Networking, Event Management, Online Research, Facebook, Mac, Windows 7, Customer Service, Customer Satisfaction, Employee Training, Marketing, Event Planning, Microsoft Word

Education
TEFL International   2011 — 2011
TESOL Certification, Teaching English as a Second or Foreign Language/ESL Language Instructor

University of Central Florida   2007 — 2009
Bachelor of Science, Hospitality Management

Seminole State College   2005 — 2007
Associate of Arts (A.A.), General Studies