Schwab Performance Technologies
Industry: Software company
DescriptionFounded: 1985 Parent organization: Charles Schwab CorporationFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportSchwab Performance TechnologiesWebsiteDirections Saved (0) Saved Save 3 Google reviews Software company in Raleigh, North Carolina Address: 434 Fayetteville St, Raleigh, NC 27601 Hours: Open ⋅ Closes 7PM Martin Luther King Jr. Day might affect these hoursMonday(Martin Luther King Jr. Day)8AM–7PMHours might differTuesday8AM–7PMWednesday8AM–7PMThursday8AM–7PMFriday8AM–7PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (800) 528-9595Place name: : Website: : : : : Category: : Website: http://www.schwabpt.com Category: Software company Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business? Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Schwab Performance Technologies Posting publicly on the Web Write a review Reviews 3 Google reviews
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Schwab Performance Technologies Employees
Employee
Years
Job
Industry
Elizabeth Bennett, CFP®, CRPC® Elizabeth Bennett, CFP®, CRPC®'s Schwab Performance Technologies Experience 1996 - 2002
Job
Industry Financial Services
Experience
Chesapeake Financial Planning & Tax Services, Inc. October 2014 - Present
PNC Wealth Management January 2011 - November 2012
Merrill Lynch September 2008 - January 2011
Campbell Soup Company November 2005 - June 2007
The Pep Boys July 2003 - November 2005
Schwab Performance Technologies 1996 - 2002
NEPA Mid Atlantic Venture Funds June 1991 - December 1993
Skills
Financial Analysis, Finance, Wealth Management, Strategic Financial..., Asset Management, Financial Services, Investments, Investment Advisory, Mutual Funds, Retirement Planning, Series 7, Portfolio Management, Securities, Accounting, Alternative Investments, Project Planning, Asset Allocation, Financial Modeling, Banking, Credit
Education
Pennsylvania State University - State College, PA 1987 — 1991
BS, Accounting
Meredith College 1996 — 1998
MBA
Chesapeake Financial Planning & Tax Services, Inc. October 2014 - Present
PNC Wealth Management January 2011 - November 2012
Merrill Lynch September 2008 - January 2011
Campbell Soup Company November 2005 - June 2007
The Pep Boys July 2003 - November 2005
Schwab Performance Technologies 1996 - 2002
NEPA Mid Atlantic Venture Funds June 1991 - December 1993
Skills
Financial Analysis, Finance, Wealth Management, Strategic Financial..., Asset Management, Financial Services, Investments, Investment Advisory, Mutual Funds, Retirement Planning, Series 7, Portfolio Management, Securities, Accounting, Alternative Investments, Project Planning, Asset Allocation, Financial Modeling, Banking, Credit
Education
Pennsylvania State University - State College, PA 1987 — 1991
BS, Accounting
Meredith College 1996 — 1998
MBA
Victor L. Bonilla Victor L. Bonilla's Schwab Performance Technologies Experience February 1999 - May 2000
Job Consultant for Registered Investment Advisors who want grow and succeed in the marketplace.
Industry Financial Services
Experience
Charles Schwab Advisor Services December 2012 - September 2015
Charles Schwab Advisor Services May 2000 - December 2012
Schwab Performance Technologies February 1999 - May 2000
Schwab Performance Technologies August 1998 - February 1999
Skills
Series 7, Series 63, Miller Heiman
Education
University of North Carolina at Pembroke 1994 — 1998
Bachelor of Science, Communications
Charles Schwab Advisor Services December 2012 - September 2015
Charles Schwab Advisor Services May 2000 - December 2012
Schwab Performance Technologies February 1999 - May 2000
Schwab Performance Technologies August 1998 - February 1999
Skills
Series 7, Series 63, Miller Heiman
Education
University of North Carolina at Pembroke 1994 — 1998
Bachelor of Science, Communications
Jianfeng (Jeff) Song Jianfeng (Jeff) Song's Schwab Performance Technologies Experience 2001 - 2002
Job Starting a new Journey at SAS
Industry Banking
Experience
SAS August 2012 - Present
Credit Suisse May 2005 - August 2012
Peopleclick February 2003 - May 2005
Schwab Performance Technologies 2001 - 2002
Reciprocal Inc. 1998 - 2001
Skills
Java, Spring Framework, AspectJ, iBatis, Hibernate, SQL, Oracle, DB2, Microsoft SQL Server, XML, .NET, C#, WCF, SOA, Web Services, Business Analysis, Software Development, Software Project..., SDLC, Agile Methodologies
Education
West Virginia University 1988 — 1992
Ph. D Candidate, Industrial Engineering
Tianjin University 1978 — 1988
Bachelor of Science (BS), Precision Engineering
SAS August 2012 - Present
Credit Suisse May 2005 - August 2012
Peopleclick February 2003 - May 2005
Schwab Performance Technologies 2001 - 2002
Reciprocal Inc. 1998 - 2001
Skills
Java, Spring Framework, AspectJ, iBatis, Hibernate, SQL, Oracle, DB2, Microsoft SQL Server, XML, .NET, C#, WCF, SOA, Web Services, Business Analysis, Software Development, Software Project..., SDLC, Agile Methodologies
Education
West Virginia University 1988 — 1992
Ph. D Candidate, Industrial Engineering
Tianjin University 1978 — 1988
Bachelor of Science (BS), Precision Engineering
Jonathan Neal Jonathan Neal's Schwab Performance Technologies Experience October 2008 - May 2014
Job Technology Engineer at Schwab Advisor Services
Industry Financial Services
Experience
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
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
Brandi Bell Brandi Bell's Schwab Performance Technologies Experience February 2008 - April 2010
Job Manager, Document Management at PRA Health Sciences
Industry Research
Experience
PRA Health Sciences May 2014 - Present
PRA Health Sciences July 2013 - May 2014
PRA Health Sciences April 2013 - July 2013
PRA Health Sciences May 2011 - April 2013
The University of Kansas Hospital June 2010 - May 2011
Schwab Performance Technologies February 2008 - April 2010
Education
DeVry University 2005 — 2008
Bachelor of Science (B.S.), Computer Engineering Technology/Technician
Lawrence Free State High School 2002 — 2005
PRA Health Sciences May 2014 - Present
PRA Health Sciences July 2013 - May 2014
PRA Health Sciences April 2013 - July 2013
PRA Health Sciences May 2011 - April 2013
The University of Kansas Hospital June 2010 - May 2011
Schwab Performance Technologies February 2008 - April 2010
Education
DeVry University 2005 — 2008
Bachelor of Science (B.S.), Computer Engineering Technology/Technician
Lawrence Free State High School 2002 — 2005
Brian Vetter Brian Vetter's Schwab Performance Technologies Experience September 2008 - Present
Job Sr. Staff Software Engineer at Charles Schwab
Industry Financial Services
Experience
Schwab Performance Technologies September 2008 - Present
Alcatel-Lucent September 1998 - September 2007
Skills
Software Engineering, Software Development, Test Automation, Scrum, Agile Methodologies, Subversion, Data Visualization, Data Analysis, Splunk, Python, Automated Software..., Linux, MongoDB, C#, C++, C, ASP.NET, bash, Test Automation Tools, ClearCase, Build Automation, User Experience Design, Use Case Analysis, Unix, XML, REST
Education
North Carolina State University 1994 — 1998
Master of Computer Science, Computer Science
North Carolina State University 1993 — 1994
Computer Programming Certificate for post-baccalaureate students, Computer Science, 4.0 / 4.0
Appalachian State University 1988 — 1992
Bachelor of Science, Double - Mathematical Physics / Applied Mathematics
Schwab Performance Technologies September 2008 - Present
Alcatel-Lucent September 1998 - September 2007
Skills
Software Engineering, Software Development, Test Automation, Scrum, Agile Methodologies, Subversion, Data Visualization, Data Analysis, Splunk, Python, Automated Software..., Linux, MongoDB, C#, C++, C, ASP.NET, bash, Test Automation Tools, ClearCase, Build Automation, User Experience Design, Use Case Analysis, Unix, XML, REST
Education
North Carolina State University 1994 — 1998
Master of Computer Science, Computer Science
North Carolina State University 1993 — 1994
Computer Programming Certificate for post-baccalaureate students, Computer Science, 4.0 / 4.0
Appalachian State University 1988 — 1992
Bachelor of Science, Double - Mathematical Physics / Applied Mathematics
Cory Van Belois Cory Van Belois's Schwab Performance Technologies Experience September 2013 - June 2015
Job Instructional Designer, Charles Schwab & Co. (M.Ed. 2016)
Industry Information Technology and Services
Experience
Charles Schwab & Co. June 2015 - Present
Schwab Performance Technologies September 2013 - June 2015
Schwab Performance Technologies September 2011 - August 2013
Schwab Performance Technologies August 2008 - September 2011
Skills
Training, Software Documentation, Technical Support, Process Improvement, Management, Customer Service, Employee Training, Microsoft Office, Windows, Training Delivery, Microsoft SQL Server, Salesforce Training, Salesforce Administrator, Development & delivery..., NetDocuments, Adobe Captivate, SnagIt, Technical Writing, Leadership, Project Management, Instructional Design, Program Management, Team Building, Public Speaking
Education
North Carolina State University 2013 — 2016
Master of Education (M.Ed.), Training and Development
University of North Carolina at Chapel Hill 1996 — 2000
Bachelor's degree, Journalism (Advertising Sequence)
Charles Schwab & Co. June 2015 - Present
Schwab Performance Technologies September 2013 - June 2015
Schwab Performance Technologies September 2011 - August 2013
Schwab Performance Technologies August 2008 - September 2011
Skills
Training, Software Documentation, Technical Support, Process Improvement, Management, Customer Service, Employee Training, Microsoft Office, Windows, Training Delivery, Microsoft SQL Server, Salesforce Training, Salesforce Administrator, Development & delivery..., NetDocuments, Adobe Captivate, SnagIt, Technical Writing, Leadership, Project Management, Instructional Design, Program Management, Team Building, Public Speaking
Education
North Carolina State University 2013 — 2016
Master of Education (M.Ed.), Training and Development
University of North Carolina at Chapel Hill 1996 — 2000
Bachelor's degree, Journalism (Advertising Sequence)
Chris Roseman Chris Roseman's Schwab Performance Technologies Experience June 2010 - June 2011
Job Sr. QA Engineer
Industry Computer Software
Experience
SAS September 2015 - Present
National Toxicology Program via SciMetrika, LLC June 2011 - August 2015
Schwab Performance Technologies June 2010 - June 2011
RM Source March 2007 - September 2009
Torex Retail North America December 2004 - February 2007
Sony Ericsson October 2002 - March 2003
BASF April 2002 - April 2002
Alcatel USA November 1999 - November 2001
Alcatel Network Systems May 1998 - November 1999
Skills
Testing, Quality Assurance, Test Planning, SDLC, Software Quality..., Test Automation, Jenkins, SharePoint, Quality Center, Selenium, Software Documentation, Unix, Test Cases, Cross-functional Team..., SQL, JIRA, XML, Regression Testing, Project Management, Agile Methodologies, User Acceptance Testing, Subversion, Integration Testing, Defect Tracking, HP Quality Center, Web Services, Management, Scrum, Integration, HTML, HTML5, Section 508, Bug Tracking, Bugzilla, Cross-browser..., Manual Testing, Test Driven Development, Traceability Matrix, Test Matrix, User Scenarios, Test Scenarios
Education
North Carolina State University 1992 — 1998
Bachelor of Science (B.S.), Electrical Engineering
SAS September 2015 - Present
National Toxicology Program via SciMetrika, LLC June 2011 - August 2015
Schwab Performance Technologies June 2010 - June 2011
RM Source March 2007 - September 2009
Torex Retail North America December 2004 - February 2007
Sony Ericsson October 2002 - March 2003
BASF April 2002 - April 2002
Alcatel USA November 1999 - November 2001
Alcatel Network Systems May 1998 - November 1999
Skills
Testing, Quality Assurance, Test Planning, SDLC, Software Quality..., Test Automation, Jenkins, SharePoint, Quality Center, Selenium, Software Documentation, Unix, Test Cases, Cross-functional Team..., SQL, JIRA, XML, Regression Testing, Project Management, Agile Methodologies, User Acceptance Testing, Subversion, Integration Testing, Defect Tracking, HP Quality Center, Web Services, Management, Scrum, Integration, HTML, HTML5, Section 508, Bug Tracking, Bugzilla, Cross-browser..., Manual Testing, Test Driven Development, Traceability Matrix, Test Matrix, User Scenarios, Test Scenarios
Education
North Carolina State University 1992 — 1998
Bachelor of Science (B.S.), Electrical Engineering
Jeni McAllister Jeni McAllister's Schwab Performance Technologies Experience 1998 - April 2014
Job Technology Engineer at Schwab Advisor Services
Industry Financial Services
Experience
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 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
Brian Gannon Brian Gannon's Schwab Performance Technologies Experience August 2000 - November 2003
Job Senior Business Systems Analyst Financial Systems Solutions at Harvard University
Industry Information Technology and Services
Experience
Harvard University December 2013 - June 2015
Harvard University - Faculty of Arts and Sciences April 2013 - November 2013
Event Management Systems by Dean Evans & Associates, Inc. July 2012 - February 2013
ByAllAccounts February 2011 - July 2012
Liberty Mutual July 2007 - February 2011
Harvard University May 2006 - May 2007
Schwab Performance Technologies August 2000 - November 2003
Schwab Performance Technologies February 1999 - August 2000
Schwab Performance Technologies June 1997 - February 1999
Skills
End User Training, Business Analysis, Requirements Gathering, SDLC, Data Analysis, Vendor Management, Process Improvement, Requirements Analysis, SQL, Visio, Salesforce.com, Project Management, Business Requirements, User Acceptance Testing, Software Documentation, SharePoint, Integration, SaaS, Business Process, Agile Methodologies, Enterprise Software, CRM, Analysis, Testing, Strategy, Leadership, Training, Technical Support, Management, Software Implementation, Information Technology, Risk Management, Software Project..., Databases
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2005 — 2007
MS+MBA, Information Systems management
Wake Forest University 1992 — 1996
BS, Business
Harvard University December 2013 - June 2015
Harvard University - Faculty of Arts and Sciences April 2013 - November 2013
Event Management Systems by Dean Evans & Associates, Inc. July 2012 - February 2013
ByAllAccounts February 2011 - July 2012
Liberty Mutual July 2007 - February 2011
Harvard University May 2006 - May 2007
Schwab Performance Technologies August 2000 - November 2003
Schwab Performance Technologies February 1999 - August 2000
Schwab Performance Technologies June 1997 - February 1999
Skills
End User Training, Business Analysis, Requirements Gathering, SDLC, Data Analysis, Vendor Management, Process Improvement, Requirements Analysis, SQL, Visio, Salesforce.com, Project Management, Business Requirements, User Acceptance Testing, Software Documentation, SharePoint, Integration, SaaS, Business Process, Agile Methodologies, Enterprise Software, CRM, Analysis, Testing, Strategy, Leadership, Training, Technical Support, Management, Software Implementation, Information Technology, Risk Management, Software Project..., Databases
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2005 — 2007
MS+MBA, Information Systems management
Wake Forest University 1992 — 1996
BS, Business
Emily Vidovich's Schwab Performance Technologies Experience May 2014 - Present
Job at
Industry Financial Services
Experience
Schwab Performance Technologies May 2014 - Present
Freelance Graphic Design January 2009 - Present
Schwab Performance Technologies May 2012 - May 2014
Schwab Performance Technologies March 2011 - May 2012
Sandhills Classical Christian School May 2009 - January 2011
The Lodges at Eagels Nest May 2010 - August 2010
Appalachian State University's Printing and Publications January 2010 - May 2010
Skills
Photoshop, Microsoft Office, Project Management, Adobe Creative Suite, PowerPoint, Illustrator, Social Media, InDesign, Public Speaking, Customer Service, Microsoft Excel, Salesforce, PortfolioCenter, Social Media Marketing, Research, Tamarac Transporter, XMPie, Apple OS, Windows 7, MoneyGuide Pro, CSS, HTML, Adobe Acrobat, Advertising Collateral, Field Readiness, Copywriting, Press Releases, Post Production, Pre-production Planning, Event Planning, Apple iWork, Microsoft SQL Server, Time Management, Production Operations
Education
Appalachian State University 2007 — 2010
Bachelor of Science
Sandhills Community College 2005 — 2007
Associate of Arts
Schwab Performance Technologies May 2014 - Present
Freelance Graphic Design January 2009 - Present
Schwab Performance Technologies May 2012 - May 2014
Schwab Performance Technologies March 2011 - May 2012
Sandhills Classical Christian School May 2009 - January 2011
The Lodges at Eagels Nest May 2010 - August 2010
Appalachian State University's Printing and Publications January 2010 - May 2010
Skills
Photoshop, Microsoft Office, Project Management, Adobe Creative Suite, PowerPoint, Illustrator, Social Media, InDesign, Public Speaking, Customer Service, Microsoft Excel, Salesforce, PortfolioCenter, Social Media Marketing, Research, Tamarac Transporter, XMPie, Apple OS, Windows 7, MoneyGuide Pro, CSS, HTML, Adobe Acrobat, Advertising Collateral, Field Readiness, Copywriting, Press Releases, Post Production, Pre-production Planning, Event Planning, Apple iWork, Microsoft SQL Server, Time Management, Production Operations
Education
Appalachian State University 2007 — 2010
Bachelor of Science
Sandhills Community College 2005 — 2007
Associate of Arts
John Purrington, CFP®'s Schwab Performance Technologies Experience October 1990 - May 2007
Job Partner, Armor Investment Advisors
Industry Investment Management
Experience
Armor Investment Advisors June 2007 - Present
Schwab Performance Technologies October 1990 - May 2007
Schwab Institutional 1990 - 2007
Skills
Wealth Management, Portfolio Management, Investment Advisory, Investments, Strategic Financial..., Asset Managment
Education
Duke University’s Continuing Studies program 2004 — 2005
Executive Certificate in Certified Financial Planning
Bucknell University 1987 — 1990
BA, Economics
Woodberry Forest School 1983 — 1986
Ravenscroft School, Raleigh 1973 — 1982
Armor Investment Advisors June 2007 - Present
Schwab Performance Technologies October 1990 - May 2007
Schwab Institutional 1990 - 2007
Skills
Wealth Management, Portfolio Management, Investment Advisory, Investments, Strategic Financial..., Asset Managment
Education
Duke University’s Continuing Studies program 2004 — 2005
Executive Certificate in Certified Financial Planning
Bucknell University 1987 — 1990
BA, Economics
Woodberry Forest School 1983 — 1986
Ravenscroft School, Raleigh 1973 — 1982
Julien Mordecai Julien Mordecai's Schwab Performance Technologies Experience 1995 - 2001
Job Principal/Consultant at Allbackoffice Consulting, LLC
Industry Financial Services
Experience
AllBackoffice Consulting, LLC March 2009 - Present
Open Finance Network April 2008 - March 2009
Etelligent Consulting Inc. 2003 - 2008
EAInvest 2003 - 2004
Schwab Performance Technologies 1995 - 2001
Skills
Portfolio Management, Strategic Financial..., Wealth Management, Mutual Funds, Outsourcing, Financial Services, Asset Management, Business Analysis, Asset Managment, Investments, Sales, Relationship Management, 401k, Alternative Investments, Investment Advisory, Financial Planning, Retirement
Education
North Carolina State University 1987 — 1992
BA, Business Management
North Carolina State University 1987 — 1991
BA, Spanish Language and Literature
AllBackoffice Consulting, LLC March 2009 - Present
Open Finance Network April 2008 - March 2009
Etelligent Consulting Inc. 2003 - 2008
EAInvest 2003 - 2004
Schwab Performance Technologies 1995 - 2001
Skills
Portfolio Management, Strategic Financial..., Wealth Management, Mutual Funds, Outsourcing, Financial Services, Asset Management, Business Analysis, Asset Managment, Investments, Sales, Relationship Management, 401k, Alternative Investments, Investment Advisory, Financial Planning, Retirement
Education
North Carolina State University 1987 — 1992
BA, Business Management
North Carolina State University 1987 — 1991
BA, Spanish Language and Literature
Jeff Reese Jeff Reese's Schwab Performance Technologies Experience August 2003 - October 2004
Job Sr. IT Project Manager at Quintiles
Industry Information Technology and Services
Experience
Duke Energy Corporation March 2013 - August 2013
Fidelity Investments September 2012 - March 2013
GlaxoSmithKline July 2011 - October 2012
Progress Energy January 2010 - July 2011
GlaxoSmithKline December 2008 - January 2010
BCBSNC April 2008 - September 2008
GlaxoSmithKline June 2005 - October 2007
Schwab Performance Technologies August 2003 - October 2004
eMerging Information Systems January 2001 - July 2002
Zingbill, Inc July 2000 - January 2001
Skills
Project Management, Management, Staff Development, SDLC, Software Development, Project Planning, Product Management, Software Documentation, Quality Assurance, Leadership, Program Management, Business Analysis, Vendor Management, Telecommunications, Change Management, Integration, Process Improvement, Team Management, Product Development, Disaster Recovery, Start-ups, PMP, Business Process..., PMO, Requirements Analysis, MS Project, SharePoint, Excel & VBA automation, Cross-functional Team..., Software Project..., Visio, Project Portfolio..., ERP, IT Strategy, Business Process, IT Management, ITIL, Business Intelligence, Enterprise Architecture, Database Design, IT Service Management, Resource Management, Outsourcing, Agile Project Management, Information Technology, Requirements Gathering, Testing, CRM, IT Operations, Databases
Education
The Ohio State University 1969 — 1973
BSc, Geology & Mineralogy
CED FastTrac program 2004 — 2004
FastTrac Certificate, Business Development
Duke Energy Corporation March 2013 - August 2013
Fidelity Investments September 2012 - March 2013
GlaxoSmithKline July 2011 - October 2012
Progress Energy January 2010 - July 2011
GlaxoSmithKline December 2008 - January 2010
BCBSNC April 2008 - September 2008
GlaxoSmithKline June 2005 - October 2007
Schwab Performance Technologies August 2003 - October 2004
eMerging Information Systems January 2001 - July 2002
Zingbill, Inc July 2000 - January 2001
Skills
Project Management, Management, Staff Development, SDLC, Software Development, Project Planning, Product Management, Software Documentation, Quality Assurance, Leadership, Program Management, Business Analysis, Vendor Management, Telecommunications, Change Management, Integration, Process Improvement, Team Management, Product Development, Disaster Recovery, Start-ups, PMP, Business Process..., PMO, Requirements Analysis, MS Project, SharePoint, Excel & VBA automation, Cross-functional Team..., Software Project..., Visio, Project Portfolio..., ERP, IT Strategy, Business Process, IT Management, ITIL, Business Intelligence, Enterprise Architecture, Database Design, IT Service Management, Resource Management, Outsourcing, Agile Project Management, Information Technology, Requirements Gathering, Testing, CRM, IT Operations, Databases
Education
The Ohio State University 1969 — 1973
BSc, Geology & Mineralogy
CED FastTrac program 2004 — 2004
FastTrac Certificate, Business Development
Bob Kunkle, CFP's Schwab Performance Technologies Experience October 2006 - November 2013
Job Agile Product Owner at TradeStation Technologies
Industry Financial Services
Experience
TradeStation November 2013 - Present
Schwab Performance Technologies October 2006 - November 2013
The Market Guys July 2006 - November 2006
Self-employed January 2006 - July 2006
Rollins College 2004 - 2006
Charles Schwab February 1992 - June 2004
Olde Discount Brokerage 1987 - 1992
JC Penney 1980 - 1982
Skills
Product Development, Trading, Strategic Planning, Customer Relations, Product Management, Field Readiness, Acquisition Integration, Product Integration, Technical Analysis, Financial Planning, Financial Markets, Business Requirements, Technical Communication, Online Training, Webcasting, Technology..., Implementing Processes, Project Implementation, Release Management, Internal Communications, Corporate Communications, Communications Planning, Communication Strategy, Product Design, Business Integration, Technical Documentation, Customer Service, Strategic Financial..., Process Improvement, Portfolio Management, Investments, Risk Management, Series 63, Series 7, Strategic Communications, Cross-functional Team..., E-Learning, Relationship Management, Asset Management, Equities, Series 24, Mutual Funds, FINRA, Product Requirements, Wealth Management, Agile Project Management, Securities, Options, Analytics, Leadership
Education
Gonzaga University 2008 — 2011
Masters, Communication Leaddership
Rollins College 2004 — 2006
BA, Organizational Communication
Blairsville High School 1977 — 1980
TradeStation November 2013 - Present
Schwab Performance Technologies October 2006 - November 2013
The Market Guys July 2006 - November 2006
Self-employed January 2006 - July 2006
Rollins College 2004 - 2006
Charles Schwab February 1992 - June 2004
Olde Discount Brokerage 1987 - 1992
JC Penney 1980 - 1982
Skills
Product Development, Trading, Strategic Planning, Customer Relations, Product Management, Field Readiness, Acquisition Integration, Product Integration, Technical Analysis, Financial Planning, Financial Markets, Business Requirements, Technical Communication, Online Training, Webcasting, Technology..., Implementing Processes, Project Implementation, Release Management, Internal Communications, Corporate Communications, Communications Planning, Communication Strategy, Product Design, Business Integration, Technical Documentation, Customer Service, Strategic Financial..., Process Improvement, Portfolio Management, Investments, Risk Management, Series 63, Series 7, Strategic Communications, Cross-functional Team..., E-Learning, Relationship Management, Asset Management, Equities, Series 24, Mutual Funds, FINRA, Product Requirements, Wealth Management, Agile Project Management, Securities, Options, Analytics, Leadership
Education
Gonzaga University 2008 — 2011
Masters, Communication Leaddership
Rollins College 2004 — 2006
BA, Organizational Communication
Blairsville High School 1977 — 1980
Brian Hurwitz's Schwab Performance Technologies Experience 2001 - 2003
Job Database Administrator
Industry Information Technology and Services
Experience
St. Lucie County Board of County Commissioners January 2014 - January 2015
St. Lucie County Board of County Commissioners May 2006 - January 2014
ATX Software 2004 - 2006
Schwab Performance Technologies 2001 - 2003
Lockheed Martin 2000 - 2001
Skills
Microsoft SQL Server, Red Hat Linux, Linux System..., Oracle Database..., Data Analysis, Database Administration, VMware, Windows Server, Oracle Fusion Middleware, Oracle Application..., Oracle Application..., Databases
Education
University of Central Florida 1998 — 2001
Bachelor of Science (BS), Management Information Systems (MIS)
St. Lucie County Board of County Commissioners January 2014 - January 2015
St. Lucie County Board of County Commissioners May 2006 - January 2014
ATX Software 2004 - 2006
Schwab Performance Technologies 2001 - 2003
Lockheed Martin 2000 - 2001
Skills
Microsoft SQL Server, Red Hat Linux, Linux System..., Oracle Database..., Data Analysis, Database Administration, VMware, Windows Server, Oracle Fusion Middleware, Oracle Application..., Oracle Application..., Databases
Education
University of Central Florida 1998 — 2001
Bachelor of Science (BS), Management Information Systems (MIS)
Joe Henning Joe Henning's Schwab Performance Technologies Experience January 2013 - Present
Job Software Applications Engineer at Schwab Performance Technologies
Industry Financial Services
Experience
Schwab Performance Technologies January 2013 - Present
Schwab Performance Technologies May 2007 - December 2012
Skills
IIS, Servers, Technical Support, TCP/IP, Microsoft SQL Server, Active Directory, Windows Server, SQL, Network Security, Troubleshooting, Cloud Applications, Salesforce Administrator, Release Engineering, Visio
Education
Johnson County Community College
Kansas State University
Schwab Performance Technologies January 2013 - Present
Schwab Performance Technologies May 2007 - December 2012
Skills
IIS, Servers, Technical Support, TCP/IP, Microsoft SQL Server, Active Directory, Windows Server, SQL, Network Security, Troubleshooting, Cloud Applications, Salesforce Administrator, Release Engineering, Visio
Education
Johnson County Community College
Kansas State University
Curt Sherrill Curt Sherrill's Schwab Performance Technologies Experience 1999 - 2011
Job Relationship Manager at Junxure
Industry Computer Software
Experience
Junxure August 2011 - Present
Junxure August 2011 - February 2012
Schwab Performance Technologies 1999 - 2011
Schwab Performance Technologies 2002 - 2004
Schwab Performance Technologies 1998 - 1999
Skills
Business Development, Relationship Management, Portfolio Management, CRM, Asset Managment, Management, Wealth Management
Education
University of North Carolina at Greensboro 1990 — 1994
BS Economics
Junxure August 2011 - Present
Junxure August 2011 - February 2012
Schwab Performance Technologies 1999 - 2011
Schwab Performance Technologies 2002 - 2004
Schwab Performance Technologies 1998 - 1999
Skills
Business Development, Relationship Management, Portfolio Management, CRM, Asset Managment, Management, Wealth Management
Education
University of North Carolina at Greensboro 1990 — 1994
BS Economics
Mike Payne, MBA, PMP Mike Payne, MBA, PMP's Schwab Performance Technologies Experience June 2007 - November 2007
Job PMO Consultant at MetLife
Industry Pharmaceuticals
Experience
MetLife April 2014 - Present
WIRB-Copernicus Group February 2013 - April 2014
Copernicus Group IRB February 2010 - February 2013
Copernicus Group IRB January 2008 - February 2010
Schwab Performance Technologies June 2007 - November 2007
University of Toledo August 2005 - June 2007
Skills
Project Management, Business Process..., Solution Implementation, Network Architecture, SDLC, Six Sigma, VMware, Cisco Technologies, NetApp, Windows Server, Microsoft Exchange, Microsoft SQL Server, SharePoint, Red Hat Linux, Lean IT, Agile Methodologies
Education
University of Toledo 2005 — 2007
MBA
University of Toledo 2003 — 2005
BACSET
Lorain County Community College 1999 — 2003
ASEE/CS
MetLife April 2014 - Present
WIRB-Copernicus Group February 2013 - April 2014
Copernicus Group IRB February 2010 - February 2013
Copernicus Group IRB January 2008 - February 2010
Schwab Performance Technologies June 2007 - November 2007
University of Toledo August 2005 - June 2007
Skills
Project Management, Business Process..., Solution Implementation, Network Architecture, SDLC, Six Sigma, VMware, Cisco Technologies, NetApp, Windows Server, Microsoft Exchange, Microsoft SQL Server, SharePoint, Red Hat Linux, Lean IT, Agile Methodologies
Education
University of Toledo 2005 — 2007
MBA
University of Toledo 2003 — 2005
BACSET
Lorain County Community College 1999 — 2003
ASEE/CS
Andy Plaice's Schwab Performance Technologies Experience August 2011 - Present
Job Director of Technical Support and Service at Schwab Performance Technologies
Industry Financial Services
Experience
Schwab Performance Technologies August 2011 - Present
GMAC Insurance May 2008 - August 2011
GMAC Insurance January 2007 - May 2008
GMAC Insurance February 2005 - December 2006
TD AMERITRADE 1998 - 2005
Skills
Call Center Development, Operations Management, Partner Management, Process Improvement, Outsourcing, Customer Experience, Analytics, Staff Management, Statistical Modeling, Leadership Development, Client Retention..., IVR, Business Strategy, Operational Risk..., Business Continuity..., Business Process..., Strategic Communications, Key Performance..., Project Management, Contact Center..., Customer Service..., Business Requirements, Strategic Alliances, Emotional Intelligence, Performance Management, Vendor Management, Call Center, Strategic Planning, Customer Service, Team Leadership, Visio, Analysis, Management, Strategy, Call Centers, Cross-functional Team..., Customer Satisfaction, Leadership, Business Analysis, Financial Services
Education
Wake Forest University School of Business 2008 — 2010
Master's
San Diego State University-California State University 1998 — 2004
Business Administration
California State University-Northridge 1994 — 1994
Music Performance
Schwab Performance Technologies August 2011 - Present
GMAC Insurance May 2008 - August 2011
GMAC Insurance January 2007 - May 2008
GMAC Insurance February 2005 - December 2006
TD AMERITRADE 1998 - 2005
Skills
Call Center Development, Operations Management, Partner Management, Process Improvement, Outsourcing, Customer Experience, Analytics, Staff Management, Statistical Modeling, Leadership Development, Client Retention..., IVR, Business Strategy, Operational Risk..., Business Continuity..., Business Process..., Strategic Communications, Key Performance..., Project Management, Contact Center..., Customer Service..., Business Requirements, Strategic Alliances, Emotional Intelligence, Performance Management, Vendor Management, Call Center, Strategic Planning, Customer Service, Team Leadership, Visio, Analysis, Management, Strategy, Call Centers, Cross-functional Team..., Customer Satisfaction, Leadership, Business Analysis, Financial Services
Education
Wake Forest University School of Business 2008 — 2010
Master's
San Diego State University-California State University 1998 — 2004
Business Administration
California State University-Northridge 1994 — 1994
Music Performance
Jen Fahey Jen Fahey's Schwab Performance Technologies Experience February 2013 - August 2014
Job AVP QA and Testing Lead at Deutsche Bank
Industry Information Technology and Services
Experience
Deutsche Bank August 2014 - Present
Schwab Performance Technologies February 2013 - August 2014
Fidelity Investments March 2007 - February 2013
Management Dynamics (formerly BridgePoint, Inc.) March 2001 - March 2007
Tangram Enterprise Solutions January 2000 - March 2001
Management Information Systems Group March 1997 - January 2000
Skills
Quality Center, SDLC, Test Planning, Testing, Software Quality..., XML, Quality Assurance, SQL, User Acceptance Testing, Oracle, Web Services, Waterfall, Mainframe, ETL, Middleware, Requirements Analysis, Cucumber, Eclipse, Cognos, Sybase, DB2, Microsoft SQL Server, Agile Testing, Agile Methodologies
Education
University of North Carolina at Chapel Hill
BA, German
Deutsche Bank August 2014 - Present
Schwab Performance Technologies February 2013 - August 2014
Fidelity Investments March 2007 - February 2013
Management Dynamics (formerly BridgePoint, Inc.) March 2001 - March 2007
Tangram Enterprise Solutions January 2000 - March 2001
Management Information Systems Group March 1997 - January 2000
Skills
Quality Center, SDLC, Test Planning, Testing, Software Quality..., XML, Quality Assurance, SQL, User Acceptance Testing, Oracle, Web Services, Waterfall, Mainframe, ETL, Middleware, Requirements Analysis, Cucumber, Eclipse, Cognos, Sybase, DB2, Microsoft SQL Server, Agile Testing, Agile Methodologies
Education
University of North Carolina at Chapel Hill
BA, German
Shaughn Nechin's Schwab Performance Technologies Experience February 2005 - February 2006
Job AVP Professional Services at Tamarac Inc.
Industry Financial Services
Experience
Tamarac Inc. 2014 - Present
Advent Software March 2012 - 2014
Schwab Advisor Services/Schwab Peformance Technologies January 2010 - March 2012
Schwab Institutional April 2008 - January 2010
Schwab Institutional February 2006 - April 2008
Schwab Performance Technologies February 2005 - February 2006
Manpower Professional February 2004 - February 2005
Skills
Consultative Selling, Client Service, Series 7, New Business Development, Portfolio Management, Mutual Funds, Hedge Funds, Asset Management, Business Development, FINRA, Sales, Wealth Management..., Investments, Relationship Management, CRM, Salesforce.com, Financial Services, Selling, Client Services
Education
North Carolina State University
Bus Mgt., IT Concentration
Myers Park High
Tamarac Inc. 2014 - Present
Advent Software March 2012 - 2014
Schwab Advisor Services/Schwab Peformance Technologies January 2010 - March 2012
Schwab Institutional April 2008 - January 2010
Schwab Institutional February 2006 - April 2008
Schwab Performance Technologies February 2005 - February 2006
Manpower Professional February 2004 - February 2005
Skills
Consultative Selling, Client Service, Series 7, New Business Development, Portfolio Management, Mutual Funds, Hedge Funds, Asset Management, Business Development, FINRA, Sales, Wealth Management..., Investments, Relationship Management, CRM, Salesforce.com, Financial Services, Selling, Client Services
Education
North Carolina State University
Bus Mgt., IT Concentration
Myers Park High
Nathan Hermanson's Schwab Performance Technologies Experience May 2012 - September 2015
Job Bartender; some call me a doctor
Industry Restaurants
Experience
Barley's Brewhaus June 2007 - Present
Schwab Performance Technologies May 2012 - September 2015
Skills
Portfolio Management, Skilled Communicator, Data Management, Rarely Sick, Databases, Data Analysis, Process Improvement, Data Entry, Lacrosse, Finance
Education
The University of Kansas 2003 — 2008
BGS, Social Psychology
Barley's Brewhaus June 2007 - Present
Schwab Performance Technologies May 2012 - September 2015
Skills
Portfolio Management, Skilled Communicator, Data Management, Rarely Sick, Databases, Data Analysis, Process Improvement, Data Entry, Lacrosse, Finance
Education
The University of Kansas 2003 — 2008
BGS, Social Psychology
Raoul Rubin's Schwab Performance Technologies Experience November 1997 - April 2007
Job Lead Software Engineer at FUJIFILM Medical Systems U.S.A., Inc.
Industry Information Technology and Services
Experience
FUJIFILM Medical Systems U.S.A., Inc. July 2014 - Present
Health Decisions May 2013 - July 2014
SRA International May 2007 - May 2013
Schwab Performance Technologies November 1997 - April 2007
Contractor - Various January 1997 - April 1997
Munck Software Technologies October 1992 - April 1996
Skills
Software Development, Agile Methodolgy, Microsoft Technologies, C++ Language, Visual C#, Microsoft SQL Server, .NET, Software Architectural..., ASP.NET, ASP.NET MVC, Object Oriented Design, Natural Language..., ICD-10, C#, Agile Methodologies, Web Services, Test Driven Development, Jenkins, Entity Framework, JSON, JavaScript, jQuery, LINQ, Spring.NET, MSBuild, Programming, AJAX, Spring, Web Applications, SDLC, Databases, Scrum, SQL, Software Design, Visio, Systems Analysis, C++, MVC, Visual Studio, Requirements Gathering
Education
Earlham College 1979 — 1983
Bachelor of Arts (BA), Geology/Earth Science, General
Carolina Friends School
FUJIFILM Medical Systems U.S.A., Inc. July 2014 - Present
Health Decisions May 2013 - July 2014
SRA International May 2007 - May 2013
Schwab Performance Technologies November 1997 - April 2007
Contractor - Various January 1997 - April 1997
Munck Software Technologies October 1992 - April 1996
Skills
Software Development, Agile Methodolgy, Microsoft Technologies, C++ Language, Visual C#, Microsoft SQL Server, .NET, Software Architectural..., ASP.NET, ASP.NET MVC, Object Oriented Design, Natural Language..., ICD-10, C#, Agile Methodologies, Web Services, Test Driven Development, Jenkins, Entity Framework, JSON, JavaScript, jQuery, LINQ, Spring.NET, MSBuild, Programming, AJAX, Spring, Web Applications, SDLC, Databases, Scrum, SQL, Software Design, Visio, Systems Analysis, C++, MVC, Visual Studio, Requirements Gathering
Education
Earlham College 1979 — 1983
Bachelor of Arts (BA), Geology/Earth Science, General
Carolina Friends School
Bryce Buntz's Schwab Performance Technologies Experience April 2015 - Present
Job Sr Relationship Specialist at Schwab Performance Technologies
Industry Financial Services
Experience
Schwab Performance Technologies April 2015 - Present
Schwab Performance Technologies April 2012 - April 2015
State Street June 2009 - April 2012
State Street June 2008 - June 2009
Wells Fargo September 2007 - June 2008
Skills
Time Management, Result Oriented, Close Attention to..., Quick Thinker, Financial Reporting, Financial Analysis, Financial Accounting, Customer Service, Problem Solving, Salesforce.com, Credit, Financial Services, Portfolio Management, Relationship Management
Education
Northwest Missouri State University 2003 — 2007
Bachelor of Science (BS), Management and Marketing
Schwab Performance Technologies April 2015 - Present
Schwab Performance Technologies April 2012 - April 2015
State Street June 2009 - April 2012
State Street June 2008 - June 2009
Wells Fargo September 2007 - June 2008
Skills
Time Management, Result Oriented, Close Attention to..., Quick Thinker, Financial Reporting, Financial Analysis, Financial Accounting, Customer Service, Problem Solving, Salesforce.com, Credit, Financial Services, Portfolio Management, Relationship Management
Education
Northwest Missouri State University 2003 — 2007
Bachelor of Science (BS), Management and Marketing
Vikki Goldman Vikki Goldman's Schwab Performance Technologies Experience 2006 - 2007
Job Experienced Marketing Communications Consultant
Industry Marketing and Advertising
Experience
Wells Fargo February 2013 - May 2013
Wells Fargo November 2011 - February 2013
Union Bank 2013 - 2013
Charles Schwab May 2011 - July 2011
Wells Fargo August 2009 - May 2011
Wells Fargo November 2008 - March 2009
Organic 2009 - 2009
Charles Schwab April 2007 - April 2008
Schwab Performance Technologies 2006 - 2007
Wells Fargo April 2001 - April 2006
Skills
Integrated Marketing, Marketing Strategy, Online Marketing, Marketing Communications, Email Marketing, Copy Editing, Writing, Content Strategy, Promotions, Sales Support, Advertising, Humor, Yoga, Public Speaking, Group Presentations, Financial Services, Online Advertising, Direct Marketing, Sales Operations, Strategic Partnerships, Digital Marketing, Market Research, Marketing, Social Media Marketing, Project Management, Analytics, Direct Mail, Editing, Brand Development, Corporate Communications, Strategy, Internal Communications, SEO, Copywriting, Strategic Communications
Education
Northwestern University 1991 — 1993
Masters, Integrated Marketing Communications
University of Wisconsin-Madison 1987 — 1991
Bachelor of Arts, Journalism/Advertising
Central School and NT
South School
grammar school
Wells Fargo February 2013 - May 2013
Wells Fargo November 2011 - February 2013
Union Bank 2013 - 2013
Charles Schwab May 2011 - July 2011
Wells Fargo August 2009 - May 2011
Wells Fargo November 2008 - March 2009
Organic 2009 - 2009
Charles Schwab April 2007 - April 2008
Schwab Performance Technologies 2006 - 2007
Wells Fargo April 2001 - April 2006
Skills
Integrated Marketing, Marketing Strategy, Online Marketing, Marketing Communications, Email Marketing, Copy Editing, Writing, Content Strategy, Promotions, Sales Support, Advertising, Humor, Yoga, Public Speaking, Group Presentations, Financial Services, Online Advertising, Direct Marketing, Sales Operations, Strategic Partnerships, Digital Marketing, Market Research, Marketing, Social Media Marketing, Project Management, Analytics, Direct Mail, Editing, Brand Development, Corporate Communications, Strategy, Internal Communications, SEO, Copywriting, Strategic Communications
Education
Northwestern University 1991 — 1993
Masters, Integrated Marketing Communications
University of Wisconsin-Madison 1987 — 1991
Bachelor of Arts, Journalism/Advertising
Central School and NT
South School
grammar school
Adam Goings Adam Goings's Schwab Performance Technologies Experience June 2009 - October 2010
Job Technical Account Manager at Validic
Industry Health, Wellness and Fitness
Experience
Validic June 2015 - Present
ChannelAdvisor November 2013 - May 2015
NC Office of the State Auditor September 2012 - November 2013
Envestnet Tamarac October 2011 - September 2012
ChannelAdvisor October 2010 - October 2011
Schwab Performance Technologies June 2009 - October 2010
SECU May 2008 - June 2009
Skills
SQL, Salesforce.com, Process Improvement, Customer Service, Data Analysis
Education
North Carolina State University - College of Management 2003 — 2008
B.S., Accounting - Information Systems
North Carolina State University
Validic June 2015 - Present
ChannelAdvisor November 2013 - May 2015
NC Office of the State Auditor September 2012 - November 2013
Envestnet Tamarac October 2011 - September 2012
ChannelAdvisor October 2010 - October 2011
Schwab Performance Technologies June 2009 - October 2010
SECU May 2008 - June 2009
Skills
SQL, Salesforce.com, Process Improvement, Customer Service, Data Analysis
Education
North Carolina State University - College of Management 2003 — 2008
B.S., Accounting - Information Systems
North Carolina State University
Jonathan Garrison's Schwab Performance Technologies Experience June 2012 - October 2012
Job Salesforce Developer at Red Hat
Industry Information Technology and Services
Experience
Red Hat August 2014 - Present
Red Hat October 2012 - August 2014
Schwab Performance Technologies June 2012 - October 2012
IBM September 2008 - June 2012
IBM January 2001 - August 2008
Wake Technical Community College September 2003 - June 2008
Schwab Performance Technologies June 1997 - December 2000
Datawatch April 1996 - June 1997
Skills
Test Automation, Eclipse, Linux, Software Development, Test Planning, Agile Methodologies, Manual Testing, Quality Assurance, Java, JUnit, SQL, Performance Testing, Unix, XML, Perl, Shell Scripting, Databases, Test Cases, Python, C++, ClearCase, Rational Team Concert, Selenium, Windows, Subversion, C#, Websphere, Visual Basic, JavaScript, AIX, ASP, C, CSS, DB2, Django, HTML, Rational Functional..., Rational Performance..., Rational Quality Manager, Ruby, SilkTest, TFS, Visual Test, VMware, XSLT, Node.js, Git, Salesforce.com...
Education
University of North Carolina at Chapel Hill 1993 — 1996
Master's degree, Astrophysics
University of Florida 1990 — 1993
Bachelor's degree, Astronomy
Red Hat August 2014 - Present
Red Hat October 2012 - August 2014
Schwab Performance Technologies June 2012 - October 2012
IBM September 2008 - June 2012
IBM January 2001 - August 2008
Wake Technical Community College September 2003 - June 2008
Schwab Performance Technologies June 1997 - December 2000
Datawatch April 1996 - June 1997
Skills
Test Automation, Eclipse, Linux, Software Development, Test Planning, Agile Methodologies, Manual Testing, Quality Assurance, Java, JUnit, SQL, Performance Testing, Unix, XML, Perl, Shell Scripting, Databases, Test Cases, Python, C++, ClearCase, Rational Team Concert, Selenium, Windows, Subversion, C#, Websphere, Visual Basic, JavaScript, AIX, ASP, C, CSS, DB2, Django, HTML, Rational Functional..., Rational Performance..., Rational Quality Manager, Ruby, SilkTest, TFS, Visual Test, VMware, XSLT, Node.js, Git, Salesforce.com...
Education
University of North Carolina at Chapel Hill 1993 — 1996
Master's degree, Astrophysics
University of Florida 1990 — 1993
Bachelor's degree, Astronomy
Blake Greenfield Blake Greenfield's Schwab Performance Technologies Experience June 2013 - August 2014
Job Advisor Support Specialist at Frontier Wealth Management
Industry Banking
Experience
Frontier Wealth Management August 2014 - Present
Schwab Performance Technologies June 2013 - August 2014
Landmark National Bank May 2012 - July 2013
Skills
Financial Services
Education
Baker University 2011 — 2013
Bachelor of Arts (BA), Economics
Johnson County Community College 2009 — 2011
Frontier Wealth Management August 2014 - Present
Schwab Performance Technologies June 2013 - August 2014
Landmark National Bank May 2012 - July 2013
Skills
Financial Services
Education
Baker University 2011 — 2013
Bachelor of Arts (BA), Economics
Johnson County Community College 2009 — 2011
Ryan Barker Ryan Barker's Schwab Performance Technologies Experience April 2010 - November 2010
Job Campaign Manager Marketplaces at ChannelAdvisor
Industry Computer Software
Experience
ChannelAdvisor August 2014 - Present
ChannelAdvisor January 2014 - July 2014
ChannelAdvisor April 2012 - December 2013
ChannelAdvisor November 2010 - April 2012
Schwab Performance Technologies April 2010 - November 2010
Skills
Microsoft Excel, Amazon, Online Marketplace, API, Long-term Customer..., Account Management, Dreamweaver, eBay, Microsoft Word, FTP, HTML, PowerPoint, Rakuten Shopping, Buy.com, Sears Marketplace, Management, Sales, Access Database, E-commerce, SaaS, Salesforce.com, Online Marketing, Web Analytics, Marketing Strategy, Strategic Partnerships, Online Advertising
Education
New Horizons Computer Learning Center of Raleigh-Durham-Chapel Hill 2015 — 2016
Security Network Infrastructure
UNC Charlotte 2002 — 2005
Business Administration and Management, General
ChannelAdvisor August 2014 - Present
ChannelAdvisor January 2014 - July 2014
ChannelAdvisor April 2012 - December 2013
ChannelAdvisor November 2010 - April 2012
Schwab Performance Technologies April 2010 - November 2010
Skills
Microsoft Excel, Amazon, Online Marketplace, API, Long-term Customer..., Account Management, Dreamweaver, eBay, Microsoft Word, FTP, HTML, PowerPoint, Rakuten Shopping, Buy.com, Sears Marketplace, Management, Sales, Access Database, E-commerce, SaaS, Salesforce.com, Online Marketing, Web Analytics, Marketing Strategy, Strategic Partnerships, Online Advertising
Education
New Horizons Computer Learning Center of Raleigh-Durham-Chapel Hill 2015 — 2016
Security Network Infrastructure
UNC Charlotte 2002 — 2005
Business Administration and Management, General
Heather Brown Heather Brown's Schwab Performance Technologies Experience January 2013 - Present
Job Team Lead Portfolio Services at Schwab Performance Technologies
Industry Financial Services
Experience
Schwab Performance Technologies January 2013 - Present
PNC April 2011 - January 2013
Credit Suisse August 2010 - April 2011
Skills
Fixed Income, Analysis, Equities, Finance, Sales, Investments, Loans, Relationship Management, Credit, Financial Analysis, Microsoft Excel, Banking
Education
University of North Carolina at Wilmington 2006 — 2010
Bachelor of Science, Business Administration, Finance & Economics
Schwab Performance Technologies January 2013 - Present
PNC April 2011 - January 2013
Credit Suisse August 2010 - April 2011
Skills
Fixed Income, Analysis, Equities, Finance, Sales, Investments, Loans, Relationship Management, Credit, Financial Analysis, Microsoft Excel, Banking
Education
University of North Carolina at Wilmington 2006 — 2010
Bachelor of Science, Business Administration, Finance & Economics
Tayler Stacks's Schwab Performance Technologies Experience May 2010 - November 2010
Job Solution Architect at Cerner Corporation
Industry Information Technology and Services
Experience
Cerner Corporation November 2010 - Present
Schwab Performance Technologies May 2010 - November 2010
Skills
Agile Methodologies, Business Analysis, Integration, Requirements Analysis, Solution Architecture
Education
Baker University 2006 — 2010
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Cerner Corporation November 2010 - Present
Schwab Performance Technologies May 2010 - November 2010
Skills
Agile Methodologies, Business Analysis, Integration, Requirements Analysis, Solution Architecture
Education
Baker University 2006 — 2010
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Frances Pariz Frances Pariz's Schwab Performance Technologies Experience March 2010 - February 2014
Job Accounting Clerk
Industry Accounting
Experience
Audio Advice February 2014 - Present
Schwab Performance Technologies March 2010 - February 2014
Harrington Bank July 2007 - March 2010
The Bombay Company September 2006 - July 2007
YMCA of the Triangle August 2004 - October 2006
Skills
Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, Social Media, Outlook, Budgets, Marketing
Education
Peace College 1999 — 2003
BA, Psychology with Communications Minor
Audio Advice February 2014 - Present
Schwab Performance Technologies March 2010 - February 2014
Harrington Bank July 2007 - March 2010
The Bombay Company September 2006 - July 2007
YMCA of the Triangle August 2004 - October 2006
Skills
Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, Social Media, Outlook, Budgets, Marketing
Education
Peace College 1999 — 2003
BA, Psychology with Communications Minor
Darryl Johnson Darryl Johnson's Schwab Performance Technologies Experience January 2010 - September 2010
Job LexisNexis
Industry Information Technology and Services
Experience
LexisNexis September 2012 - Present
eCast Corporation October 2010 - July 2012
Schwab Performance Technologies January 2010 - September 2010
Duke Clinical Research Institute September 2008 - November 2009
Fidelity Investments July 2007 - May 2008
Laboratory Corporation of America August 2004 - July 2007
Misys Healthcare Systems January 2002 - June 2004
Misys Healthcare Systems November 1998 - January 2002
Blue Cross Blue Shield of NC November 1997 - November 1998
Healthsource/CIGNA of NC, Inc May 1996 - November 1997
Skills
Sugar CRM, Help Desk..., ReqPro, JIRA, Quality Center,..., Microsoft Product Studio, VMware, Visio, Microsoft SQL Server, Oracle SQL, Hardware Support, Software Development, Software Documentation, Software Design, Software Quality..., Troubleshooting, ClearQuest, Technical Writing, PVCS, Web Testing, Unix, SDLC, Business Analysis, Requirements Analysis, Quality Center, Test Planning, Databases, Regression Testing, Process Improvement, Training, Requirements Gathering, Test Cases, Quality Assurance, SQL, Access
Education
Longwood University 1986 — 1989
BS, Business, Marketing
Virginia State University 1985 — 1986
Prince Edward H.S.
LexisNexis September 2012 - Present
eCast Corporation October 2010 - July 2012
Schwab Performance Technologies January 2010 - September 2010
Duke Clinical Research Institute September 2008 - November 2009
Fidelity Investments July 2007 - May 2008
Laboratory Corporation of America August 2004 - July 2007
Misys Healthcare Systems January 2002 - June 2004
Misys Healthcare Systems November 1998 - January 2002
Blue Cross Blue Shield of NC November 1997 - November 1998
Healthsource/CIGNA of NC, Inc May 1996 - November 1997
Skills
Sugar CRM, Help Desk..., ReqPro, JIRA, Quality Center,..., Microsoft Product Studio, VMware, Visio, Microsoft SQL Server, Oracle SQL, Hardware Support, Software Development, Software Documentation, Software Design, Software Quality..., Troubleshooting, ClearQuest, Technical Writing, PVCS, Web Testing, Unix, SDLC, Business Analysis, Requirements Analysis, Quality Center, Test Planning, Databases, Regression Testing, Process Improvement, Training, Requirements Gathering, Test Cases, Quality Assurance, SQL, Access
Education
Longwood University 1986 — 1989
BS, Business, Marketing
Virginia State University 1985 — 1986
Prince Edward H.S.
Jeff Schott Jeff Schott's Schwab Performance Technologies Experience February 2008 - May 2009
Job Software Engineering Manager at Jack Henry & Associates
Industry Information Technology and Services
Experience
Financial Technology Solutions, LLC May 2009 - Present
Jack Henry & Associates January 2014 - February 2015
Jack Henry & Associates June 2013 - January 2014
Jack Henry & Associates July 2011 - June 2013
Jack Henry & Associates October 2009 - June 2011
Schwab Performance Technologies February 2008 - May 2009
Etelligent Consulting August 2004 - February 2008
Scientific Data Systems September 1999 - November 2001
Massachusetts Institute of Tecnology/Goddard Space Flight Center September 1997 - September 1999
Skills
Agile Methodologies
Education
University of Missouri-Kansas City 2002 — 2006
Master of Science, Computer Science
Massachusetts Institute of Technology 1993 — 1997
Bachelor of Science, Mechanical Engineering
Financial Technology Solutions, LLC May 2009 - Present
Jack Henry & Associates January 2014 - February 2015
Jack Henry & Associates June 2013 - January 2014
Jack Henry & Associates July 2011 - June 2013
Jack Henry & Associates October 2009 - June 2011
Schwab Performance Technologies February 2008 - May 2009
Etelligent Consulting August 2004 - February 2008
Scientific Data Systems September 1999 - November 2001
Massachusetts Institute of Tecnology/Goddard Space Flight Center September 1997 - September 1999
Skills
Agile Methodologies
Education
University of Missouri-Kansas City 2002 — 2006
Master of Science, Computer Science
Massachusetts Institute of Technology 1993 — 1997
Bachelor of Science, Mechanical Engineering
Bob Baldwin Bob Baldwin's Schwab Performance Technologies Experience January 2007 - February 2009
Job Senior Software Developer, Trabon Strategic Technology Group
Industry Information Technology and Services
Experience
Trabon April 2012 - Present
Freelance MS.Net Developer January 2011 - Present
Platinum Realty September 2009 - Present
Mediware Information Systems August 2011 - March 2012
CareFusion August 2009 - October 2010
Teva Neuroscience March 2009 - August 2009
Schwab Performance Technologies January 2007 - February 2009
Real Estate Investor Tools, Inc August 2004 - December 2006
Etelligent Consulting July 2003 - August 2004
Versent February 2002 - March 2003
Skills
.NET, C#, ASP.NET w/AJAX, LINQ, Visual Studio, Software Development, Agile Methodologies, Business Analysis, Databases, JavaScript, jQuery/jQuery UI, ASP.NET MVC, Kendo, KnockoutJS, ASP.NET Web API, Training, Microsoft SQL Server, Telerik Controls, SSRS, Silverlight, XAML, WPF, Expression Blend, HTML, CSS, WCF, WCF/RIA, Entity Framework, SSRS/RDLC, DTS, XML, Regular Expressions, Team Leadership, Mentoring, Aspose.Words, Aspose.PDF, VBA, Delegates, VB.NET
Education
Longview Community College 1978 — 1981
Associate, Information Systems
Trabon April 2012 - Present
Freelance MS.Net Developer January 2011 - Present
Platinum Realty September 2009 - Present
Mediware Information Systems August 2011 - March 2012
CareFusion August 2009 - October 2010
Teva Neuroscience March 2009 - August 2009
Schwab Performance Technologies January 2007 - February 2009
Real Estate Investor Tools, Inc August 2004 - December 2006
Etelligent Consulting July 2003 - August 2004
Versent February 2002 - March 2003
Skills
.NET, C#, ASP.NET w/AJAX, LINQ, Visual Studio, Software Development, Agile Methodologies, Business Analysis, Databases, JavaScript, jQuery/jQuery UI, ASP.NET MVC, Kendo, KnockoutJS, ASP.NET Web API, Training, Microsoft SQL Server, Telerik Controls, SSRS, Silverlight, XAML, WPF, Expression Blend, HTML, CSS, WCF, WCF/RIA, Entity Framework, SSRS/RDLC, DTS, XML, Regular Expressions, Team Leadership, Mentoring, Aspose.Words, Aspose.PDF, VBA, Delegates, VB.NET
Education
Longview Community College 1978 — 1981
Associate, Information Systems
Chris Dziurawiec Chris Dziurawiec's Schwab Performance Technologies Experience December 2007 - June 2011
Job QA Engineer at PlattForm Advertising
Industry Marketing and Advertising
Experience
PlattForm Advertising September 2011 - Present
Schwab Performance Technologies December 2007 - June 2011
Nations Holding Company October 2003 - December 2007
Skills
Software Quality..., Software Testing Life..., Business Analysis, Team Leadership, Quality Assurance, Customer Service, Management, Microsoft Office, Social Media, Strategic Planning, SQL, Microsoft SQL Server, Team Building, HTML
Education
University of Missouri-Kansas City 2001 — 2003
Bachelor of Information Technology, Information Technology
PlattForm Advertising September 2011 - Present
Schwab Performance Technologies December 2007 - June 2011
Nations Holding Company October 2003 - December 2007
Skills
Software Quality..., Software Testing Life..., Business Analysis, Team Leadership, Quality Assurance, Customer Service, Management, Microsoft Office, Social Media, Strategic Planning, SQL, Microsoft SQL Server, Team Building, HTML
Education
University of Missouri-Kansas City 2001 — 2003
Bachelor of Information Technology, Information Technology
Greg Schwartz's Schwab Performance Technologies Experience October 2001 - March 2003
Job Lead, Quality Assurance, GFI Group
Industry Computer Software
Experience
GFI Group August 2004 - Present
Renaissance Trading Technologies / NYFIX January 2004 - July 2004
Schwab Performance Technologies October 2001 - March 2003
neoButler / Mirador Systems October 1999 - October 2001
Gnossos Software November 1995 - October 1999
Skills
Trading Systems, Agile Methodologies, Automation, Test Automation, Quality Assurance, Software Quality..., Testing, SDLC, SQL, QTP, Credit Derivatives, Data Analysis, Knowledge Management, Knowledge Sharing, Going the Extra Mile, Fixed Income, Electronic Trading, Technical Documentation, Financial Technology
Education
Dartmouth College 1988 — 1992
BA, Government, Economics
Cate School 1985 — 1988
GFI Group August 2004 - Present
Renaissance Trading Technologies / NYFIX January 2004 - July 2004
Schwab Performance Technologies October 2001 - March 2003
neoButler / Mirador Systems October 1999 - October 2001
Gnossos Software November 1995 - October 1999
Skills
Trading Systems, Agile Methodologies, Automation, Test Automation, Quality Assurance, Software Quality..., Testing, SDLC, SQL, QTP, Credit Derivatives, Data Analysis, Knowledge Management, Knowledge Sharing, Going the Extra Mile, Fixed Income, Electronic Trading, Technical Documentation, Financial Technology
Education
Dartmouth College 1988 — 1992
BA, Government, Economics
Cate School 1985 — 1988
Jason Guthrie's Schwab Performance Technologies Experience October 1997 - August 2004
Job Director of Operations
Industry Financial Services
Experience
Franklin Street Partners March 2013 - Present
Advent Software January 2012 - March 2013
Advent Software January 2011 - January 2012
Franklin Street Partners October 2007 - December 2010
Advent Software, Inc. September 2006 - October 2007
Cherokee Investment Partners January 2006 - September 2006
Red Hat May 2005 - August 2005
Schwab Performance Technologies October 1997 - August 2004
Skills
Portfolio Management, Financial Services, Hedge Funds, Asset Management, Equities, Fixed Income, Alternative Investments, Asset Allocation, Wealth Management, Mutual Funds, Investments, Investment Management, Trading Systems, Securities, Business Analysis
Education
North Carolina State University - College of Management 2004 — 2006
MBA, Finance
Campbell University 1993 — 1996
BS, Mathematics
Franklin Street Partners March 2013 - Present
Advent Software January 2012 - March 2013
Advent Software January 2011 - January 2012
Franklin Street Partners October 2007 - December 2010
Advent Software, Inc. September 2006 - October 2007
Cherokee Investment Partners January 2006 - September 2006
Red Hat May 2005 - August 2005
Schwab Performance Technologies October 1997 - August 2004
Skills
Portfolio Management, Financial Services, Hedge Funds, Asset Management, Equities, Fixed Income, Alternative Investments, Asset Allocation, Wealth Management, Mutual Funds, Investments, Investment Management, Trading Systems, Securities, Business Analysis
Education
North Carolina State University - College of Management 2004 — 2006
MBA, Finance
Campbell University 1993 — 1996
BS, Mathematics
Michael Schreiber's Schwab Performance Technologies Experience January 2011 - October 2012
Job Senior Consultant at JDI Holdings LLC
Industry Information Technology and Services
Experience
CenturyLink Technology Solutions July 2014 - Present
JDI Holdings LLC January 1999 - Present
Trans Union January 2014 - June 2014
Pearson eCollege April 2013 - January 2014
The Breakaway Group October 2012 - April 2013
Schwab Performance Technologies January 2011 - October 2012
CoBank January 2008 - January 2010
Centennial Airport January 2007 - December 2007
Gambro (Contract) November 2005 - June 2007
Bandi December 2003 - March 2005
Skills
angularjs, JasmineJS, Webstorm, HTML5, Node, Agile Methodologies, Microsoft SQL Server, .NET, C#, Web Services, Software Development, ASP.NET, SQL, SOA, REST, Java, Business Analysis, ASP.NET MVC, WCF Services, SSIS, SSRS, Visual Studio 2012, SOAP, Oracle SQL, Oracle 9i, C++
Education
University of Colorado Denver 1990 — 1994
BSCS, Software Engineering
University of Colorado Denver
BSCS Software Engineering
CenturyLink Technology Solutions July 2014 - Present
JDI Holdings LLC January 1999 - Present
Trans Union January 2014 - June 2014
Pearson eCollege April 2013 - January 2014
The Breakaway Group October 2012 - April 2013
Schwab Performance Technologies January 2011 - October 2012
CoBank January 2008 - January 2010
Centennial Airport January 2007 - December 2007
Gambro (Contract) November 2005 - June 2007
Bandi December 2003 - March 2005
Skills
angularjs, JasmineJS, Webstorm, HTML5, Node, Agile Methodologies, Microsoft SQL Server, .NET, C#, Web Services, Software Development, ASP.NET, SQL, SOA, REST, Java, Business Analysis, ASP.NET MVC, WCF Services, SSIS, SSRS, Visual Studio 2012, SOAP, Oracle SQL, Oracle 9i, C++
Education
University of Colorado Denver 1990 — 1994
BSCS, Software Engineering
University of Colorado Denver
BSCS Software Engineering
Louis Winokur's Schwab Performance Technologies Experience 1998 - 2001
Job Project Manager at Cenduit
Industry Pharmaceuticals
Experience
Cenduit March 2013 - Present
Cornerstone Therapeutics January 2012 - February 2013
Cornerstone Therapeutics September 2008 - December 2011
Cornerstone Therapeutics July 2007 - September 2008
etrials Worldwide Inc July 2003 - August 2007
schwab performance technologies 1998 - 2001
Skills
Pharmaceutical Industry, CRO, Analytics, Computer System..., Managed Care, Clinical Trials, Biotechnology, Business Development, Project Management, Validation, Leadership, 21 CFR Part 11, Cross-functional Team..., Product Development, Healthcare, Sales, Lifesciences, EDC, FDA, Clinical Development, GCP, Life Sciences
Education
East Carolina University - College of Business 1997 — 1997
MBA
University of North Carolina at Wilmington 1995 — 1996
BS, Business Management
Lees McRae 1991 — 1993
AS, Associate of Science
Cenduit March 2013 - Present
Cornerstone Therapeutics January 2012 - February 2013
Cornerstone Therapeutics September 2008 - December 2011
Cornerstone Therapeutics July 2007 - September 2008
etrials Worldwide Inc July 2003 - August 2007
schwab performance technologies 1998 - 2001
Skills
Pharmaceutical Industry, CRO, Analytics, Computer System..., Managed Care, Clinical Trials, Biotechnology, Business Development, Project Management, Validation, Leadership, 21 CFR Part 11, Cross-functional Team..., Product Development, Healthcare, Sales, Lifesciences, EDC, FDA, Clinical Development, GCP, Life Sciences
Education
East Carolina University - College of Business 1997 — 1997
MBA
University of North Carolina at Wilmington 1995 — 1996
BS, Business Management
Lees McRae 1991 — 1993
AS, Associate of Science
Jonathan Wentz's Schwab Performance Technologies Experience March 2012 - June 2014
Job Solutions Architect at Charles Schwab
Industry Computer Software
Experience
Charles Schwab July 2014 - Present
Schwab Performance Technologies March 2012 - June 2014
Schwab Performance Technologies January 2007 - March 2012
Sunbelt Rentals 2003 - 2007
Skills
.NET, Databases, SQL, Microsoft SQL Server, SharePoint, T-SQL, C++, Project Management, XML, Shell Scripting, Agile Methodologies, Subversion, HTML, IIS, Software Development, Scrum, C#
Education
North Carolina State University 1999 — 2003
Bachelor's degree, Computer Science
Charles Schwab July 2014 - Present
Schwab Performance Technologies March 2012 - June 2014
Schwab Performance Technologies January 2007 - March 2012
Sunbelt Rentals 2003 - 2007
Skills
.NET, Databases, SQL, Microsoft SQL Server, SharePoint, T-SQL, C++, Project Management, XML, Shell Scripting, Agile Methodologies, Subversion, HTML, IIS, Software Development, Scrum, C#
Education
North Carolina State University 1999 — 2003
Bachelor's degree, Computer Science
Michael Schoeny's Schwab Performance Technologies Experience April 2011 - Present
Job PortfolioServices Product Owner at Schwab Performance Technologies
Industry Financial Services
Experience
Schwab Performance Technologies April 2011 - Present
Schwab Performance Technologies February 2010 - June 2011
Schwab Institutional July 2008 - February 2010
Charles Schwab July 2006 - July 2008
Charles Schwab November 2002 - July 2006
Skills
Cross-functional Team..., Trading, Marketing, Process Improvement, Financial Services, Mutual Funds, Management, Business Analysis, Customer Experience, Portfolio Management, Strategic Planning, Investments, Project Management
Education
Miami University 1989 — 1993
Accounting, Finance
Summit Country Day 1985 — 1989
Schwab Performance Technologies April 2011 - Present
Schwab Performance Technologies February 2010 - June 2011
Schwab Institutional July 2008 - February 2010
Charles Schwab July 2006 - July 2008
Charles Schwab November 2002 - July 2006
Skills
Cross-functional Team..., Trading, Marketing, Process Improvement, Financial Services, Mutual Funds, Management, Business Analysis, Customer Experience, Portfolio Management, Strategic Planning, Investments, Project Management
Education
Miami University 1989 — 1993
Accounting, Finance
Summit Country Day 1985 — 1989
Wesley Shim's Schwab Performance Technologies Experience 2001 - 2002
Job Senior Software Developer
Industry Computer Software
Experience
Blackboard Inc June 2010 - December 2013
TeacherWeb January 2005 - December 2013
Redwood Software 2003 - 2004
GlaxoSmithKline 2002 - 2003
Schwab Performance Technologies 2001 - 2002
Greystone Solutions 1996 - 2001
Skills
Web Applications, Enterprise Software, User Experience, SaaS, Quality Assurance, Product Development, Java, CRM, XML, .NET, Data Center, Cross-functional Team..., Integration, Data Modeling, Product Management, Software Development, Agile Methodologies, Scrum, SDLC, Requirements Analysis, Software Project...
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1993 — 1995
MBA, MIS
Bates College 1989 — 1993
Blackboard Inc June 2010 - December 2013
TeacherWeb January 2005 - December 2013
Redwood Software 2003 - 2004
GlaxoSmithKline 2002 - 2003
Schwab Performance Technologies 2001 - 2002
Greystone Solutions 1996 - 2001
Skills
Web Applications, Enterprise Software, User Experience, SaaS, Quality Assurance, Product Development, Java, CRM, XML, .NET, Data Center, Cross-functional Team..., Integration, Data Modeling, Product Management, Software Development, Agile Methodologies, Scrum, SDLC, Requirements Analysis, Software Project...
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1993 — 1995
MBA, MIS
Bates College 1989 — 1993
Andy Cangelose's Schwab Performance Technologies Experience February 2011 - September 2011
Job Partnership Manager at ForeRunner Signs and Graphics
Industry Marketing and Advertising
Experience
ForeRunner Signs and Graphics July 2015 - Present
Enterprise Recruiters November 2014 - July 2015
Waddell & Reed August 2011 - February 2014
Schwab Performance Technologies February 2011 - September 2011
DST Systems June 1986 - September 2009
kemper service company 1991 - 1997
Skills
Financial Services, Mutual Funds, Relationship Management, Microsoft Office, Business Analysis, Back Office, Customer Service, SDLC, Process Improvement, Vendor Management, Marketing, Risk Management, Analysis, Insurance, CRM, Sales, Leadership, Management
Education
MidAmerica Nazarene University 2007 — 2009
BA, Management and Human Relations
ForeRunner Signs and Graphics July 2015 - Present
Enterprise Recruiters November 2014 - July 2015
Waddell & Reed August 2011 - February 2014
Schwab Performance Technologies February 2011 - September 2011
DST Systems June 1986 - September 2009
kemper service company 1991 - 1997
Skills
Financial Services, Mutual Funds, Relationship Management, Microsoft Office, Business Analysis, Back Office, Customer Service, SDLC, Process Improvement, Vendor Management, Marketing, Risk Management, Analysis, Insurance, CRM, Sales, Leadership, Management
Education
MidAmerica Nazarene University 2007 — 2009
BA, Management and Human Relations
Grant Howard's Schwab Performance Technologies Experience 1998 - 2000
Job Senior Software Engineer at FUJIFILM Medical Systems U.S.A., Inc.
Industry Information Technology and Services
Experience
FUJIFILM Medical Systems U.S.A., Inc. August 2014 - Present
J. S. Walker and Company, Inc. May 2011 - August 2014
RTI International May 2000 - May 2011
Schwab Performance Technologies 1998 - 2000
Skills
Microsoft SQL Server, MVC, AngularJS, ORM Tools, NHibernate, Entity Framework, IoC, Dependency Injection, StructureMap, Ninject, jQuery, jQuery UI, C# 4.0, WCF, AJAX, CSS3, JavaScript, T-SQL, ASP.NET, ASP.NET MVC, Visual Studio, Service Broker, SSIS, SSRS, HTML 5, HTML 5 Offline..., TPL, Windows Services, Object Oriented Design, .NET, SQL, CSS, Architecture, XHTML, C#, Design Patterns, Agile Methodologies, OOP, IIS, TFS
Education
East Carolina University 1988 — 1994
BS, Business Administration/Finance
FUJIFILM Medical Systems U.S.A., Inc. August 2014 - Present
J. S. Walker and Company, Inc. May 2011 - August 2014
RTI International May 2000 - May 2011
Schwab Performance Technologies 1998 - 2000
Skills
Microsoft SQL Server, MVC, AngularJS, ORM Tools, NHibernate, Entity Framework, IoC, Dependency Injection, StructureMap, Ninject, jQuery, jQuery UI, C# 4.0, WCF, AJAX, CSS3, JavaScript, T-SQL, ASP.NET, ASP.NET MVC, Visual Studio, Service Broker, SSIS, SSRS, HTML 5, HTML 5 Offline..., TPL, Windows Services, Object Oriented Design, .NET, SQL, CSS, Architecture, XHTML, C#, Design Patterns, Agile Methodologies, OOP, IIS, TFS
Education
East Carolina University 1988 — 1994
BS, Business Administration/Finance
Tobi Waltz's Schwab Performance Technologies Experience September 2013 - Present
Job Technical Developer at Charles Schwab
Industry Computer Software
Experience
Schwab Performance Technologies September 2013 - Present
Schwab Performance Technologies March 2004 - September 2013
Schwab Performance Technologies 1999 - 2002
Triangle Residential Design February 1998 - January 1999
CD Superstore June 1996 - March 1998
IBM August 1994 - December 1994
Skills
Process Improvement, Customer Service, Technical Support, Training, SQL, Integration, Web Services
Education
North Carolina State University - College of Management 1991 — 1996
BS, Accounting
Schwab Performance Technologies September 2013 - Present
Schwab Performance Technologies March 2004 - September 2013
Schwab Performance Technologies 1999 - 2002
Triangle Residential Design February 1998 - January 1999
CD Superstore June 1996 - March 1998
IBM August 1994 - December 1994
Skills
Process Improvement, Customer Service, Technical Support, Training, SQL, Integration, Web Services
Education
North Carolina State University - College of Management 1991 — 1996
BS, Accounting
Joanne (Duthie) Knowles's Schwab Performance Technologies Experience June 2015 - Present
Job Network Systems Engineer
Industry Information Technology and Services
Experience
Schwab Performance Technologies June 2015 - Present
Verizon Terremark June 2012 - March 2015
American Kennel Club August 2006 - April 2012
BIC Graphic USA December 2000 - April 2006
Southern Office Equipment November 1998 - October 2000
Skills
VMware, Windows Server, Active Directory, Microsoft Exchange, Disaster Recovery, Operating Systems, Switches, Management, SharePoint, Network Administration, Troubleshooting, VMware Infrastructure, Project Management, Data Center, Security, Networking, Windows, System Administration
Education
San Diego State University-California State University 1990 — 1992
Counselor Education
San Diego State University-California State University 1985 — 1990
Bachelor's, Psychology
Schwab Performance Technologies June 2015 - Present
Verizon Terremark June 2012 - March 2015
American Kennel Club August 2006 - April 2012
BIC Graphic USA December 2000 - April 2006
Southern Office Equipment November 1998 - October 2000
Skills
VMware, Windows Server, Active Directory, Microsoft Exchange, Disaster Recovery, Operating Systems, Switches, Management, SharePoint, Network Administration, Troubleshooting, VMware Infrastructure, Project Management, Data Center, Security, Networking, Windows, System Administration
Education
San Diego State University-California State University 1990 — 1992
Counselor Education
San Diego State University-California State University 1985 — 1990
Bachelor's, Psychology
Graham Shepherd's Schwab Performance Technologies Experience July 2011 - October 2011
Job Associate Vice President Professional Services at Envestnet | Tamarac
Industry Financial Services
Experience
Envestnet Tamarac October 2011 - Present
Schwab Performance Technologies July 2011 - October 2011
Schwab Performance Technologies July 2010 - July 2011
Nourish International December 2008 - July 2009
Northwestern Mutual June 2008 - September 2008
Lineberger Comprehensive Cancer Center 2007 - 2008
Ancient World Mapping Center August 2004 - August 2007
Skills
PortfolioCenter, Microsoft Excel, Tamarac Advisor
Education
University of North Carolina at Chapel Hill 2004 — 2008
BA, Anthropology, Classical Archaeology
Envestnet Tamarac October 2011 - Present
Schwab Performance Technologies July 2011 - October 2011
Schwab Performance Technologies July 2010 - July 2011
Nourish International December 2008 - July 2009
Northwestern Mutual June 2008 - September 2008
Lineberger Comprehensive Cancer Center 2007 - 2008
Ancient World Mapping Center August 2004 - August 2007
Skills
PortfolioCenter, Microsoft Excel, Tamarac Advisor
Education
University of North Carolina at Chapel Hill 2004 — 2008
BA, Anthropology, Classical Archaeology
Craig Brehmer's Schwab Performance Technologies Experience June 2002 - Present
Job Manager at Schwab Performance Technologies
Industry Information Technology and Services
Experience
Schwab Performance Technologies June 2002 - Present
Skills
Asset Management, Business Analysis, CRM, Customer Service, Investments, Leadership, Microsoft Office, Microsoft SQL Server, Portfolio Management, Process Improvement, Product Management, Project Management, SQL, Strategic Financial..., Strategic Planning
Education
University of North Carolina at Chapel Hill 1997 — 2001
Schwab Performance Technologies June 2002 - Present
Skills
Asset Management, Business Analysis, CRM, Customer Service, Investments, Leadership, Microsoft Office, Microsoft SQL Server, Portfolio Management, Process Improvement, Product Management, Project Management, SQL, Strategic Financial..., Strategic Planning
Education
University of North Carolina at Chapel Hill 1997 — 2001
Clay Sutton's Schwab Performance Technologies Experience August 2010 - October 2011
Job Technology Owner, Windhaven and ThomasPartners Investment Companies
Industry Computer Software
Experience
ThomasPartners Investment Management December 2012 - Present
Windhaven Investment Management October 2011 - Present
Schwab Performance Technologies August 2010 - October 2011
Schwab Performance Technologies August 2007 - August 2010
Schwab Performance Technologies March 2007 - August 2007
Schwab Performance Technologies November 2001 - February 2007
Skills
Portfolio Management, Financial Services, Product Management, Asset Management, Quality Assurance, Wealth Management, Salesforce.com, Investments, SaaS, Analytics, Business Analysis, Strategic Financial..., XML, Agile Methodologies, Software Development, Visio, Relationship Management, Series 7, Equities
Education
Florida State University 2006 — 2009
Certificate in Financial Planning, Financial Planning and Services
University of North Carolina at Wilmington 1997 — 2001
BS, Finance
ThomasPartners Investment Management December 2012 - Present
Windhaven Investment Management October 2011 - Present
Schwab Performance Technologies August 2010 - October 2011
Schwab Performance Technologies August 2007 - August 2010
Schwab Performance Technologies March 2007 - August 2007
Schwab Performance Technologies November 2001 - February 2007
Skills
Portfolio Management, Financial Services, Product Management, Asset Management, Quality Assurance, Wealth Management, Salesforce.com, Investments, SaaS, Analytics, Business Analysis, Strategic Financial..., XML, Agile Methodologies, Software Development, Visio, Relationship Management, Series 7, Equities
Education
Florida State University 2006 — 2009
Certificate in Financial Planning, Financial Planning and Services
University of North Carolina at Wilmington 1997 — 2001
BS, Finance
Sarah McCaughan's Schwab Performance Technologies Experience
Job Senior QA Analyst at Schwab Performance Technologies
Industry Financial Services
Experience
Schwab Performance Technologies
Skills
Agile Methodologies, Process Improvement, SDLC, SQL, Software Quality..., Test Planning, Product Management
Education
University of North Carolina at Chapel Hill 1987 — 1991
BA, Biology
Schwab Performance Technologies
Skills
Agile Methodologies, Process Improvement, SDLC, SQL, Software Quality..., Test Planning, Product Management
Education
University of North Carolina at Chapel Hill 1987 — 1991
BA, Biology
Kenneth Peters's Schwab Performance Technologies Experience May 2011 - July 2012
Job Portfolio Management Associate at Stearns Financial Services Group
Industry Financial Services
Experience
Stearns Financial Services Group December 2013 - Present
Allbackoffice Consulting, LLC July 2012 - November 2013
Schwab Performance Technologies May 2011 - July 2012
Schwab Performance Technologies December 2010 - May 2011
Implus Footcare, LLC May 2009 - December 2010
Education
Vanderbilt University 2006 — 2009
MA, Religion
North Carolina State University 2001 — 2005
BA, Religion
Stearns Financial Services Group December 2013 - Present
Allbackoffice Consulting, LLC July 2012 - November 2013
Schwab Performance Technologies May 2011 - July 2012
Schwab Performance Technologies December 2010 - May 2011
Implus Footcare, LLC May 2009 - December 2010
Education
Vanderbilt University 2006 — 2009
MA, Religion
North Carolina State University 2001 — 2005
BA, Religion
John Norwood's Schwab Performance Technologies Experience December 1986 - December 2008
Job Principal at Norwood Consulting
Industry Financial Services
Experience
John Norwood Consulting, LLC March 2009 - Present
Schwab Performance Technologies December 1986 - December 2008
Skills
Performance Measurement, Portfolio Management, Analytics, Investments
Education
University of North Carolina at Chapel Hill 1976 — 1980
MA, Theoretical Linguistics
John Norwood Consulting, LLC March 2009 - Present
Schwab Performance Technologies December 1986 - December 2008
Skills
Performance Measurement, Portfolio Management, Analytics, Investments
Education
University of North Carolina at Chapel Hill 1976 — 1980
MA, Theoretical Linguistics
Brandon Summers's Schwab Performance Technologies Experience January 2010 - Present
Job Sr Product Manager at Schwab Performance Technologies
Industry Financial Services
Experience
Schwab Performance Technologies January 2010 - Present
Charles Schwab February 2008 - January 2010
EtelligentConsulting 2007 - 2008
Etelligent Consulting 2003 - 2007
KCSourceLink 2005 - 2005
Bank Midwest 2002 - 2003
CommuniTech.Net 2000 - 2002
Education
University of Missouri-Kansas City 2006 — 2007
MBA, Entrepreneurship
University of Missouri-Kansas City 2001 — 2005
BBA, Finance, Economics
Schwab Performance Technologies January 2010 - Present
Charles Schwab February 2008 - January 2010
EtelligentConsulting 2007 - 2008
Etelligent Consulting 2003 - 2007
KCSourceLink 2005 - 2005
Bank Midwest 2002 - 2003
CommuniTech.Net 2000 - 2002
Education
University of Missouri-Kansas City 2006 — 2007
MBA, Entrepreneurship
University of Missouri-Kansas City 2001 — 2005
BBA, Finance, Economics
Kyle Rich's Schwab Performance Technologies Experience March 2009 - Present
Job Technical Client Representative at Schwab Performance Technologies
Industry Financial Services
Experience
Schwab Performance Technologies March 2009 - Present
Education
University of North Carolina at Chapel Hill 1997 — 2001
ba
Sanderson High School 1993 — 1997
Schwab Performance Technologies March 2009 - Present
Education
University of North Carolina at Chapel Hill 1997 — 2001
ba
Sanderson High School 1993 — 1997
Donald Strong's Schwab Performance Technologies Experience April 2015 - Present
Job Senior Software Engineer at FUJIFILM Medical Systems U.S.A., Inc.
Industry Computer Software
Experience
Schwab Performance Technologies April 2015 - Present
FUJIFILM Medical Systems U.S.A., Inc. November 2012 - Present
North Carolina Rate Bureau November 2011 - November 2012
North Carolina Housing Finance Administration April 2011 - November 2011
Micro Focus June 2009 - April 2011
Hill-Rom January 2008 - June 2009
North Carolina Housing Finance Administration October 2007 - January 2008
Hanson August 2004 - October 2007
Tropical Systems January 2002 - August 2004
Solution Systems September 1996 - December 2001
Skills
C#, VB.NET, JavaScript, Agile & Waterfall..., Agile Project Management, HTML, XML, Microsoft SQL Server, Oracle, Software Engineering, Software Design, Agile Methodologies, Databases, SDLC, .NET, Web Services, SharePoint, Software Development, Visual Basic, Programming, Integration, Requirements Analysis, IIS, Scrum, SQL, ASP.NET, T-SQL, Visual Studio, Software Project..., Business Analysis, Active Directory, PL/SQL
Education
Wake Technical Community College 1987 — 1989
Associate's degree, Computer Engineering Technologies
North Carolina State University 1983 — 1987
Computer Science
Schwab Performance Technologies April 2015 - Present
FUJIFILM Medical Systems U.S.A., Inc. November 2012 - Present
North Carolina Rate Bureau November 2011 - November 2012
North Carolina Housing Finance Administration April 2011 - November 2011
Micro Focus June 2009 - April 2011
Hill-Rom January 2008 - June 2009
North Carolina Housing Finance Administration October 2007 - January 2008
Hanson August 2004 - October 2007
Tropical Systems January 2002 - August 2004
Solution Systems September 1996 - December 2001
Skills
C#, VB.NET, JavaScript, Agile & Waterfall..., Agile Project Management, HTML, XML, Microsoft SQL Server, Oracle, Software Engineering, Software Design, Agile Methodologies, Databases, SDLC, .NET, Web Services, SharePoint, Software Development, Visual Basic, Programming, Integration, Requirements Analysis, IIS, Scrum, SQL, ASP.NET, T-SQL, Visual Studio, Software Project..., Business Analysis, Active Directory, PL/SQL
Education
Wake Technical Community College 1987 — 1989
Associate's degree, Computer Engineering Technologies
North Carolina State University 1983 — 1987
Computer Science
Chris Saule's Schwab Performance Technologies Experience February 2011 - February 2013
Job Operations Associate at Mariner Holdings
Industry Financial Services
Experience
Mariner Holdings February 2013 - Present
Schwab Performance Technologies February 2011 - February 2013
Schwab Performance Technologies May 2008 - March 2011
The KU School of Business January 2008 - May 2008
Dillards 2004 - 2008
Skills
Process Improvement, Portfolio Management, Customer Service, Financial Analysis, Data Analysis, Investments, Financial Services, Microsoft Excel, Technical Support, Microsoft Office, Project Management, Outlook, Problem Solving, Team Leadership, PowerPoint, Database Administration, Relationship Management
Education
The University of Kansas 2004 — 2008
Bachelor of Science, Finance
St. Thomas Aquinas High School 2000 — 2004
Mariner Holdings February 2013 - Present
Schwab Performance Technologies February 2011 - February 2013
Schwab Performance Technologies May 2008 - March 2011
The KU School of Business January 2008 - May 2008
Dillards 2004 - 2008
Skills
Process Improvement, Portfolio Management, Customer Service, Financial Analysis, Data Analysis, Investments, Financial Services, Microsoft Excel, Technical Support, Microsoft Office, Project Management, Outlook, Problem Solving, Team Leadership, PowerPoint, Database Administration, Relationship Management
Education
The University of Kansas 2004 — 2008
Bachelor of Science, Finance
St. Thomas Aquinas High School 2000 — 2004
Idalina Teixeira's Schwab Performance Technologies Experience April 2007 - Present
Job Software Quality Assurance Engineer at Schwab Performance Technologies
Industry Financial Services
Experience
Schwab Performance Technologies April 2007 - Present
Skills
Software Quality..., Automation, SilkTest, Microsoft SQL Server, Agile Project Management, SQL, XML
Education
Montclair State University 1985 — 1989
Bachelor’s Degree, Computer Science
Schwab Performance Technologies April 2007 - Present
Skills
Software Quality..., Automation, SilkTest, Microsoft SQL Server, Agile Project Management, SQL, XML
Education
Montclair State University 1985 — 1989
Bachelor’s Degree, Computer Science
Danny Schwartze's Schwab Performance Technologies Experience January 2010 - July 2014
Job Technology Engineer at Schwab Advisor Services
Industry Financial Services
Experience
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
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
Christina Ruiz-Esparza's Schwab Performance Technologies Experience
Job Administrative Assistant at Schwab Technology Services
Industry Financial Services
Experience
Schwab Performance Technologies
Skills
Executive..., Bookselling, Public Notice..., Microsoft Office, SharePoint, Creative Writing, Humor, Editing
Education
The University of New Mexico 1975 — 1979
Bachelor's Degree, Political Science and Government and Latin American Studies (double major)
George Mason University
English Language and Literature/Letters and Theater Arts
Schwab Performance Technologies
Skills
Executive..., Bookselling, Public Notice..., Microsoft Office, SharePoint, Creative Writing, Humor, Editing
Education
The University of New Mexico 1975 — 1979
Bachelor's Degree, Political Science and Government and Latin American Studies (double major)
George Mason University
English Language and Literature/Letters and Theater Arts
Sean Stesch's Schwab Performance Technologies Experience December 2012 - Present
Job Specialist at Schwab Performance Technologies
Industry Financial Services
Experience
Schwab Performance Technologies December 2012 - Present
Durham Public Schools August 2011 - December 2012
Skills
Classroom Management, Curriculum Design, Lesson Planning, Curriculum Development, Educational Leadership, Differentiated..., Literacy, Classroom, Elementary Education, Educational Technology, K-12, Tutoring, Teacher Training, Special Education, Teaching, Staff Development, Instructional Technology, ESL, Instructional Design, Social Studies
Education
Ohio University 1994 — 1997
University of Cincinnati 1993 — 1994
Schwab Performance Technologies December 2012 - Present
Durham Public Schools August 2011 - December 2012
Skills
Classroom Management, Curriculum Design, Lesson Planning, Curriculum Development, Educational Leadership, Differentiated..., Literacy, Classroom, Elementary Education, Educational Technology, K-12, Tutoring, Teacher Training, Special Education, Teaching, Staff Development, Instructional Technology, ESL, Instructional Design, Social Studies
Education
Ohio University 1994 — 1997
University of Cincinnati 1993 — 1994
Hewlett-Packard
SAP
Symantec
Intuit
HP
salesforce.com
Bloomberg LP
Autodesk