Schwab Private Client Investment Advisory
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Schwab Private Client Investment Advisory Employees
Schwab Private Client, Investment Advisory 2014 - Present
Schwab Private Client, Investment Advisory June 2012 - August 2014
Charles Schwab November 2009 - June 2012
Target January 2009 - December 2009
Indiana Farm Bureau Insurance June 2008 - August 2008
Education
College for Financial Planning 2012 — 2015
Certified Financial Planner, Financial Planning
Valparaiso University 2007 — 2008
MS, International Commerce and Policy
Purdue University 2002 — 2007
BS, Consumer and Family Sciences
Wells Fargo Advisors April 2015 - Present
Peoria Chamber of Commerce September 2014 - Present
Principal Financial Group November 2013 - March 2015
Schwab Private Client Investment Advisory March 2011 - November 2013
Charles Schwab September 2008 - March 2011
Brandes Investment Partners April 2001 - July 2006
TD Waterhouse July 1999 - April 2001
Education
College for Financial Planning 2011 — 2011
AAMS, Accredited Asset Management Specialist
Point Loma Nazarene University 2003 — 2006
MBA, Business, Leadership
Southern Methodist University 1989 — 1993
BS, Economics w/ Finance Applications
LJHS
Schwab Private Client Investment Advisory October 2014 - Present
Charles Schwab May 2013 - October 2014
Charles Schwab September 2012 - April 2013
JP Morgan Chase April 2009 - September 2012
Spicy Pickle Franchising Company September 2006 - April 2008
Skills
Financial Analysis, Securities, Customer Service, Microsoft Excel, Cash Management, Retail Banking, Financial Services, Series 7, Series 63, Series 66, Analysis, Corporate Finance, Risk Management, Strategic Financial...
Education
University of Colorado at Denver 2008 — 2012
Bachelor of Arts (B.A.), Economics
Schwab Private Client Investment Advisory December 2014 - Present
Reilly Financial Advisors January 2013 - December 2014
Curian Capital LLC February 2011 - December 2012
MML Investors Services, Inc. November 2003 - February 2011
Charles Schwab June 1998 - December 2001
Education
University of Colorado at Denver 2002 — 2003
MBA, Business Administration and Management, General
University of Colorado at Boulder - Leeds School of Business 1996 — 1998
BS, Finance
The Newport Group June 2014 - Present
Schwab Private Client Investment Advisory January 2014 - June 2014
The Newport Group June 2011 - January 2014
The Newport Group February 2010 - June 2011
The Newport Group December 2007 - February 2010
Florida Municipal Power Agency July 2007 - December 2007
Bank of America December 2006 - June 2007
Education
Indiana University - Kelley School of Business 2008 — 2009
MS, Finance
Indiana University - Kelley School of Business 2006 — 2008
MBA, Finance
Davidson College 2002 — 2006
BA, Economics
The London School of Economics and Political Science (LSE) 2005 — 2005
Economics
East Grand Rapids High School 1998 — 2002
Schwab Private Client Investment Advisory June 2012 - Present
Schwab Private Client Investment Advisory October 2010 - June 2012
Charles Schwab March 2010 - October 2011
Skills
Portfolio Management, Wealth Management, Investments, Retirement Planning, Mutual Funds, Series 7, Asset Allocation, Investment Advisory, Asset Management, Series 63
Education
College for Financial Planning 2011 — 2014
Master’s Degree, Financial Planning and Services
Arizona State University 1979 — 1983
BS Marketing, Marketing
Hewins Financial Wipfli Hewins September 2014 - Present
Charles Schwab October 2012 - May 2013
Schwab Private Client Investment Advisory August 2011 - October 2012
Charles Schwab & Co., Inc. October 2009 - July 2011
Arizona Commerce Authority July 2006 - July 2009
Skills
Mutual Funds, Sales, Asset Allocation, Market Research, Business Strategy, Project Management, Analysis, Portfolio Management, Series 63, Series 7, Business Development, Finance, Marketing, Financial Analysis, Microsoft Office, Brokerage, Entrepreneurship, Strategic Planning, Data Analysis, Statistics
Education
Thunderbird School of Global Management 2005 — 2006
MBA, International Trade
Thunderbird School of Global Management 2005 — 2006
MBA, International Management
Arizona State University 2001 — 2004
Bachelor, Finance
Arizona State University - W. P. Carey School of Business 2001 — 2004
Finance, Finance
Chaparral High School 1998 — 2001
Taipei American School 1992 — 1996
Schwab Private Client Investment Advisory January 2012 - Present
Charles Schwab April 2011 - December 2011
Charles Schwab January 2005 - April 2011
Education
Colorado State University 1993 — 1997
BS, Biology
Schwab Private Client Investment Advisory November 2013 - Present
Mercer Investment Consulting September 2006 - July 2013
Commonfund Securities September 2001 - August 2006
Commonfund Securities July 1998 - September 2001
Fuller and Associates August 1992 - May 1993
ABN AMRO Bank April 1991 - July 1992
Security Pacific Merchant Bank September 1990 - March 1991
Skills
Asset Allocation, Manager Selection, Spending Policy, Investment Policy..., Alternative Investments, Equities, Fixed Income, Investment Management, Hedge Funds, Investments, Financial Advisory, Private Equity, Finance, Portfolio Management, Financial Modeling, Investment Advisory, Institutional..., Due Diligence, Risk Management, Financial Analysis, Valuation, Asset Management, Investment Strategies, Endowments, Wealth Management, Fund Of Funds
Education
Yale University - Yale School of Management 1996 — 1998
Master's Degree in Business Administration (MBA)
University of Michigan 1994 — 1996
Master of Health Services Administration
Brigham Young University 1982 — 1990
BA, French
Schwab Private Client Investment Advisory August 2009 - Present
Blue Harbor Getaways, LLC January 2000 - Present
Charles Schwab & Co July 2009 - December 2011
Charles Schwab & Co June 1995 - July 2009
Direct Marketing Association 1993 - 1995
Dreyfus 1992 - 1994
Publishers Clearing House 1991 - 1993
Skills
Series 7, Series 63, Series 65, Certified Financial..., Asset Allocation, Wealth Management, Retirement Planning, Investments, Investment Advisory, Mutual Funds, Strategic Financial..., Portfolio Management, Investment Strategies, Banking, Insurance, Financial Services, Uniform Combined State..., Alternative Investments, Wealth Management..., Financial Advisory, Estate Planning, Options, FINRA, ETFs, Fixed Annuities, Equities, Asset Management, 401k, Retirement, Financial Markets, Securities, IRAs, High Net Worth..., Investment Management, Separately Managed..., Financial Planners, Wealth, Series 24, series 9, series 10, series 8
Education
SUNY Old Westbury 1988 — 1990
BS, Business
Hofstra University 1988 — 1989
Bachelor of Science (B.S.), Business & Marketing
Schwab Private Client Investment Advisory April 2010 - Present
JPMorgan Chase September 2007 - April 2010
Northwestern Mutual Financial May 2007 - October 2007
Skills
Series 63, Asset Allocation, Financial Advisory, Series 7, Finance, Wealth Management, Investment Strategies, Portfolio Management, Mutual Funds, Securities
Education
Arizona State University 2003 — 2007
B.A, Business and Economics
Schwab Private Client Investment Advisory September 2007 - Present
Charles Schwab April 2000 - September 2007
Charles Schwab July 1997 - April 2000
J. C. Bradford December 1994 - April 1997
A. A. Business Machines April 1993 - December 1994
U. S. Navy July 1986 - July 1991
Skills
CFP, Series 7, Series 63, Series 66, Fixed Income
Education
Defense Language Institute, (U. S. Govt) 1986 — 1987
Mid-east Studies
The University of Georgia 1981 — 1986
Bachelor of Arts (B.A.), English Language and Literature/Letters