Schwab Institutional
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Schwab Institutional Employees
Facebook October 2011 - Present
Palindrome Advisors May 2010 - Present
Salesforce.com March 2010 - September 2011
SkyGrid April 2008 - January 2010
GET ME IN! at Ticketmaster June 2007 - April 2008
StubHub April 2005 - May 2007
Schwab Institutional September 2003 - April 2005
Schwab Institutional October 2001 - August 2003
Charles Schwab Australia Pty Ltd January 2000 - September 2001
Charles Schwab October 1997 - December 2000
Skills
Entrepreneurship, Product Marketing, Financial Services, Start-ups, Business Development, Salesforce.com, E-commerce, Sales, Cloud Computing, Lead Generation, Marketing, CRM, Competitive Analysis, Strategic Partnerships, Product Development, Management
Education
University of Pennsylvania 1993 — 1997
BA, Political Science, Philosophy and Economics
IRIS.xyz January 2014 - Present
Heikkinen Media February 2013 - Present
Riley Weiss July 2009 - January 2013
Filigree Advisors January 2008 - June 2009
M Financial Wealth Management November 2004 - December 2007
LEAP Partners LLC January 2002 - November 2004
Schwab Institutional February 1989 - December 2001
Schwab Institutional December 2000 - November 2001
Schwab Institutional January 1998 - November 2001
Schwab Institutional January 1998 - December 2000
Skills
Brand Development, Brand Architecture, Digital Marketing, Integrated Marketing, Social Media, Marketing Strategy, Strategy, Event Management, Creative Direction, Brand Management, Corporate Branding
Education
University of Michigan 1979 — 1984
Personal Investment Management, Inc. April 2011 - Present
Personal Investment Management, Inc. April 2008 - April 2011
Schwab Institutional February 1995 - January 2008
Skills
Investment Advisory, Wealth Management, Asset Allocation, Investments, Lasting Relationships, Business Strategy, Series 7, Asset Management, Financial Services, FINRA, 401k, Investment Strategies, Investment Management, Financial Advisory, Wealth Management..., Portfolio Management
Education
University of Pittsburgh
BA, Communications
Hartford Funds March 2013 - Present
The Hartford January 2009 - March 2013
Chartwell Investment Partners May 2007 - November 2008
Schwab Institutional September 2005 - May 2007
Lincoln Financial Distributors/Delaware Investments March 1999 - September 2005
Skills
Investments, Mutual Funds, Relationship Management, Series 63, Alternative Investments
Education
University of Scranton 1994 — 1999
BA, History
RIA Street May 2012 - Present
The Interactive Advisor August 2010 - April 2012
Pershing Advisor Solutions April 2005 - January 2009
Schwab Institutional 2002 - 2005
Schwab Institutional 1996 - 2002
Schwab Institutional 1992 - 1996
Skills
Strategic Planning, Sales Management, RIAs, Financial Services, Social Media Marketing, SEO, Sales, Investment Advisory, Relationship Management, Investments, Wealth Management, Lead Generation, Asset Managment, B2B Marketing, Direct Marketing, Strategic Partnerships, Analytics, Email Marketing
Education
University of San Francisco 2009 — 2009
Master Certificate, Internet Marketing
University of North Carolina at Chapel Hill
eVestment October 2014 - Present
eMoney Advisor June 2013 - July 2014
Schwab Institutional July 2011 - June 2013
Morningstar February 2010 - July 2011
Multi-Funds, Inc. January 2008 - February 2010
New York Life & MainStay Investments March 2006 - June 2007
Skills
Investments, Portfolio Management, Mutual Funds, Financial Services, Asset Allocation, Financial Advisory, Series 63, Alternative Investments, Wealth Management, Strategic Financial..., Series 7, Relationship Management, Management, Business Development, ETFs, Financial Planning
Education
University of Pittsburgh 1992 — 1997
BA, Pre-Law
Invest Financial March 2008 - Present
SunTrust Investment Services 2004 - 2008
Schwab Institutional May 2002 - May 2004
Charles Schwab December 1997 - May 2002
Skills
FINRA, Series 7, Series 63, Mutual Funds, Securities, Fixed Income, Equities, Compliance, Investments, Investment Advisory, Insurance, Banking, Risk Management, Asset Allocation, Trading, Alternative Investments, Annuities, Bonds, Options, Series 24, Excel, Customer Service, Microsoft Office, Outlook, Word, 401k, AML, Financial Services, Portfolio Management, Retirement Planning, Financial Advisory, Retirement, Strategic Financial..., Investment Strategies, Asset Management, Uniform Combined State..., Investment Management, Series 65, Fixed Annuities, Life Insurance, Relationship Management, Hedge Funds, Financial Planning
Education
University of Nebraska-Lincoln 1981 — 1985
BS in Business Administration, Finance
Charles Schwab & Co, Inc. Mutual Fund AccountantBank of New York MellonFebruary 2003 - September 2005
Schwab Institutional November 2000 - February 2003
Education
University of Phoenix 2004 — 2006
MBA, Business
Zero Alpha Group January 2012 - Present
MN FPA 2006 - Present
AdvisorNet Financial November 2010 - May 2011
Schwab Institutional December 2006 - February 2010
Sincere & Co. 2004 - 2006
Charles Schwab 1997 - 2003
United States Army Reserve 1992 - 2003
Skills
Wealth Management, Mutual Funds, Investments, Retirement Planning, Retirement, Strategic Financial..., Investment Advisory, Portfolio Management, Business Development, Asset Management, Risk Management, Series 7, Management, Financial Services, Financial Advisory, Long-term Care, Estate Planning, Financial Planning, Securities, Asset Allocation, Series 63
Education
University of Minnesota-Twin Cities 1990 — 1994
BA, International Relations/Japanese
BlackRock October 2008 - Present
Barclays Global Investors 2006 - September 2008
Charles Schwab January 2004 - May 2006
DHL Airways October 2001 - December 2003
Schwab Institutional April 1996 - August 2001
Skills
Fixed Income, Securities, Derivatives, Portfolio Management, Asset Managment, Unix, Microsoft SQL Server, Business Analysis, Team Management, Equities, Hedge Funds, SQL, SDLC, Sybase, Back Office, Databases, Financial Services, Trading Systems, Java, Capital Markets, Oracle, Project Management, FX Options, Weblogic, Visual Basic, Corporate Actions, Linux, SWIFT payments, Middle Office, Market Data, Integration
Education
The University of Reading 1981 — 1984
Bachelor Of Science, Computer Science and Statistics
New Hampshire Charitable Foundation January 2014 - Present
The Boston Foundation December 2012 - January 2014
Wingate Wealth Advisors October 2009 - December 2012
Wingate Financial February 2009 - October 2011
Charles Schwab 2002 - 2007
Charles Schwab June 2000 - January 2002
Schwab Institutional 1998 - 2000
Fidelity Investments 1996 - 1998
Skills
Estate Planning, Retirement Planning, Investments, Asset Allocation, Asset Managment, Project Management, Social Media Marketing, Marketing Strategy, Salesforce.com, Miller Heiman Sales..., Investment Management, Financial Advisory, Financial Services, Asset Management, FINRA, 401k, New Business Development, Management, Investment Strategies, Fixed Annuities, Retirement, Sales, Series 6, Securities, Financial Planners, Business Planning, High Net Worth...
Education
University of New Hampshire 1989 — 1993
BA, English
Certified Trainer for 21/64
Lesley University 1991 — 1993
Shell Energy February 2001 - Present
Enron February 1999 - February 2001
Schwab Institutional 1996 - 1998
RG Dickinson & Company July 1993 - April 1996
RG Dickinson & Company 1989 - July 1993
Skills
Regulatory Affairs, Energy Markets, Energy, Energy Policy, Natural Gas, Electricity Markets, Commodity Markets, Renewable Energy, Energy Industry, Solar Energy, Energy Efficiency, Policy, Energy Management, Smart Grid, Cleantech, Corporate Governance, Power Generation, Joint Ventures
Education
University of Phoenix 2001 — 2003
Bachelor's degree, Business Management
Humble, Texas April 2013 - Present
FOLIOfn Institutional April 2006 - April 2013
Ameritrade Advisor Services 2003 - 2006
Schwab Institutional (Charles Schwab, Inc.) 1992 - 2003
Schwab Institutional 1992 - 2003
Education
University of North Texas 1961 — 1963
BS, Public Administration
University of North Texas 1960 — 1962
Bachelor of Applied Science (BASc), Business/Public Administration
Schwab Institutional September 2000 - January 2010
American Express Trust Company, a division of American Express Financial Services 1991 - 2000
Education
University of Minnesota-Twin Cities
Bachelor of Science, Math Education