Schwab Institutional

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Schwab Institutional Employees

Employee
Years
Job
Industry
Brad Murphy Brad Murphy San Francisco Bay Area Details
Brad Murphy's Schwab Institutional Experience September 2003 - April 2005
Job Client Partner at Facebook
Industry Computer Software
Experience
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

Douglas Heikkinen Douglas Heikkinen Orange County, California Area Details
Douglas Heikkinen's Schwab Institutional Experience February 1989 - December 2001
Job Entrepreneur | Producer | Editor IRIS.xyz
Industry Marketing and Advertising
Experience
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

Ron Moskat Ron Moskat Greater Seattle Area Details
Ron Moskat's Schwab Institutional Experience February 1995 - January 2008
Job CEO and Chief Compliance Officer at Personal Investment Management, Inc.
Industry Financial Services
Experience
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

Bill Dougherty, CFA Bill Dougherty, CFA Greater Philadelphia Area Details
Bill Dougherty, CFA's Schwab Institutional Experience September 2005 - May 2007
Job Senior Vice President at Hartford Funds
Industry Financial Services
Experience
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

T.J. Gilsenan T.J. Gilsenan Greater New York City Area Details
T.J. Gilsenan's Schwab Institutional Experience 2002 - 2005
Job CEO & Founder RIA Street the SocialBusiness Network Exclusively for the RIA Community
Industry Financial Services
Experience
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

Larry Shumbres Larry Shumbres Greater Atlanta Area Details
Larry Shumbres's Schwab Institutional Experience July 2011 - June 2013
Job Vice President for SmartVision, Institutional Intelligence for Financial Advisors
Industry Financial Services
Experience
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

Mike Lehr Mike Lehr Tampa/St. Petersburg, Florida Area Details
Mike Lehr's Schwab Institutional Experience May 2002 - May 2004
Job Senior IA Compliance Analyst at Invest Financial Corporation
Industry Financial Services
Experience
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

Leuven, Alicia Leuven, Alicia Orlando, Florida Area Details
Leuven, Alicia's Schwab Institutional Experience November 2000 - February 2003
Job Relationship Specialist at Charles Schwab & Co, Inc.
Industry Financial Services
Experience
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

Katie Cullen Katie Cullen Minneapolis, Minnesota Details
Katie Cullen's Schwab Institutional Experience December 2006 - February 2010
Job Business Consultant with Cullen Solutions, LLC
Industry Financial Services
Experience
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

David Leeson David Leeson San Francisco, California Details
David Leeson's Schwab Institutional Experience April 1996 - August 2001
Job Tech Lead, BA, and Project Manager at Blackrock
Industry Information Technology and Services
Experience
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

Jenifer Cannon Jenifer Cannon Greater Boston Area Details
Jenifer Cannon's Schwab Institutional Experience 1998 - 2000
Job Director of Gift Planning at New Hampshire Charitable Foundation
Industry Financial Services
Experience
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

Marcie Milner Marcie Milner Greater San Diego Area Details
Marcie Milner's Schwab Institutional Experience 1996 - 1998
Job Vice President, Regulatory Affairs at Shell Energy
Industry Oil & Energy
Experience
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

Fred Mitchell Fred Mitchell Houston, Texas Area Details
Fred Mitchell's Schwab Institutional Experience 1992 - 2003
Job Retired at Humble, Texas
Industry Investment Management
Experience
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

Cathy Jackman Cathy Jackman Greater Salt Lake City Area Details
Cathy Jackman's Schwab Institutional Experience September 2000 - January 2010
Job Financial Educator
Industry Financial Services
Experience
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

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