Schwab Charitable
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29 Schwab Charitable employees in database. Find out everything there's to know about Schwab Charitable 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 Charitable Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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.
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
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
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
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
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
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
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
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