Schwab Private Client Investment Advisory, Inc.
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16 Schwab Private Client Investment Advisory, Inc. employees in database. Find out everything there's to know about Schwab Private Client Investment Advisory, Inc. employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Schwab Private Client Investment Advisory, Inc. Employees
Schwab Private Client Investment Advisory, Inc. July 2014 - Present
Schwab Private Client Investment Advisory, Inc. January 2012 - July 2014
Charles Schwab and Co., Inc. November 2005 - December 2012
Charles Schwab April 2004 - October 2005
State Farm October 2002 - April 2004
Charles Schwab September 2000 - October 2002
Skills
Wealth Management, Series 7, Series 63, Retirement Planning, Portfolio Management
Education
Florida Southern College 1996 — 1999
Bachelor of Science (B.S.), Business Management, with a concentration in a Human Resources Management
Marshall University 1992 — 1996
Dietetics
Schwab Private Client Investment Advisory, Inc. March 2009 - Present
Citigroup Smith Barney April 1993 - March 2009
Skills
Chartered Financial..., Mutual Funds, Series 7, Wealth Management, Asset Allocation, Investment Advisory, Investment Strategies, Retirement Planning, Financial Services, Portfolio Management
Education
Millsaps College 1990 — 1994
Master of Business Administration (MBA), Business Administration and Management, General
University of Notre Dame 1983 — 1988
Bachelor of Science (B.S.), Aerospace, Aeronautical and Astronautical Engineering
University of Notre Dame 1983 — 1988
Bachelor of Arts (B.A.), Government and International Affiars
Schwab Private Client investment Advisory, Inc. May 2013 - Present
FIDELITY INVESTMENTSTOWSON July 2007 - January 2013
First Financial Group June 2005 - July 2007
MONUMENTAL LIFE INSURANCE COMPANYCOLUMBIA January 2002 - June 2005
INTERYATIRIMISTANBUL, TURKEY January 1997 - January 1999
Fortune Consulting January 1996 - January 1997
Skills
Personal Financial..., Financial Statement..., Portfolio Management, Wealth Management, Equity Research, Chartered Financial..., Investment Strategies, Alternative Investments, Asset Allocation, Investment Management, Investments, Investment Advisory, Equities, Asset Management, Mutual Funds
Education
CARROLL GRADUATE SCHOOL OF MANAGEMENT 2001 — 2001
Master of Science, Finance, 3.6
Istanbul Technical University 1992 — 1997
Bachelor of Science (BSc), Industrial Engineering
Charles Schwab March 2015 - Present
Schwab Private Client Investment Advisory, Inc. May 2013 - February 2015
Ashwood Advisors January 2000 - December 2012
Morgan Stanley Wealth Management 1997 - 1999
Education
Auburn University, College of Business 1992 — 1996
Sensible Money, LLC June 2015 - Present
Credit.com June 2015 - Present
Financial Planning Association of Greater Phoenix October 2014 - Present
Being Mindful in Divorce December 2014 - Present
Foal Planning Inc. May 2009 - May 2015
Schwab Private Client Investment Advisory, Inc. February 2013 - November 2014
Financial Planning Association of Greater Phoenix April 2013 - October 2014
Career Connectors October 2012 - February 2013
Castle Financial Advisors, LLC January 2012 - September 2012
Financial Planning Association of Long Island August 2010 - April 2012
Skills
Certified Financial..., Wealth Management, Stocks, Financial Planners, Bonds, Asset Management, Initiator, Investment Advisory, Technical Analysis, Project Management, Team Leadership, Mutual Funds, Investments, Committed to..., Problem Solving, Retirement Planning, Risk Management, Helping Clients Succeed, Implementer, Business Analysis, Portfolio Management, Personal Financial..., Strategic Thinking, Multi Tasking, Software Development, Testing, Client Education, Needs Analysis, Technology Needs..., Customer Oriented, Technical Writing, Information Technology, Software Design, Project Planning, Software Project..., Education, Compliance, Tax Preparation, Requirements Analysis, Life Insurance, Client Liaison, Client Co-ordination, Test Planning, Business Process, Highly detail oriented, Organized self-starter, Customer Engagement, Business Continuity, Series 7
Education
Long Island University, C.W. Post Campus
Certificate
Adelphi University
B.A.S. Business Administration and Communication
Landmark Education 2014 — 2014
Southwest Institute of Healing Arts
Certificate in Life Coaching
Training to You
Certificate in Project Managment
Pohs Institute
Certificate of completion: NYS Life, Accident, & Health Insurance
Nassau Community College
A.A.S. Data Processing
Pastoral Formation Institute, The Office of Faith Formation of the Diocese of Rockville Centre 2005 — 2007
Certificate
Mediation training with additional Family Law focus
Fidelity Investments January 2015 - Present
Schwab Private Client Investment Advisory, Inc. November 2014 - January 2015
Charles Schwab July 2008 - January 2015
Fidelity Investments 2007 - 2008
J.P. Morgan 2005 - 2007
Talbots 2001 - 2005
American Century Investments 1993 - 2001
Education
Art Institute of Colorado
University of Denver
Bachelor of Business Administration (BBA), Marketing
Schwab Private Client Investment Advisory, Inc. June 2010 - Present
Charles Schwab 2006 - 2010
Charles Schwab 2003 - 2006
Skills
Retirement Planning, Investments, Wealth Management, Mutual Funds, Portfolio Management, Financial Planning, Asset Allocation
Education
College for Financial Planning 2011 — 2014
Master's Degree, Masters of Science in Finance
University of Colorado Boulder 1993 — 1998
Bachelor of Science (BS), Music
Schwab Private Client Investment Advisory, Inc. September 2007 - Present
ReMax Achievers 2006 - 2007
Chinook Capital Management 2005 - 2006
Charles Schwab & Company 2000 - 2005
Futures Trader 1998 - 1999
Lind-Waldock and Company 1997 - 1998
Chicago Mercantile Exchange 1996 - 1997
Skills
Certified Financial..., Portfolio Management, Financial Services, Financial Planning, Investments, Financial Analysis, Finance, Financial Modeling, Risk Management, Equities, Valuation, Asset Management, Derivatives, Financial Risk, Financial Markets, Mutual Funds, Asset Allocation, Series 7, Retirement Planning, Wealth Management, Investment Advisory, Securities Trading, Trading Strategies, Trading Compliance, Relationship Building, Project Management, Customer Service, Market Analysis, Real Estate, 401K Conversions
Education
University of Arizona 1991 — 1995
Bachelor of Arts (B.A.), Philosophy, Psychology, Sociology
Schwab Private Client Investment Advisory, Inc. January 2015 - September 2015
Fidelity Investments August 1995 - November 2014
Skills
Tailored Personal..., Efficient Wealth..., Retirement Income..., Computer Based Analysis..., Design of Personal..., Presentation of..., Implementation of..., Monitoring of Personal...
Education
University of North Texas 1986 — 1989
Bachelor of Business Administration (BBA)
Schwab Private Client Investment Advisory, Inc. July 2014 - Present
Charles Schwab November 2012 - June 2014
Schwab Private Client Investment Advisory, Inc July 2007 - October 2012
Charles Schwab & Co. Inc October 2005 - July 2007
Charles Schwab March 2002 - October 2005
Charles Schwab June 1999 - March 2002
Bank of America May 1996 - April 1999
Skills
Portfolio Management, Finance, Financial Risk, Sales, Series 63, Wealth Management..., Call Centers, Certified Financial..., Series 7, Mutual Funds, Asset Allocation, Wealth Management, Investment Advisory, Securities, Retirement Planning, Investment Strategies, Investments, Financial Advisory, Investment Management, Alternative Investments, Asset Management, Relationship Management, Strategic Financial..., Equities, Fixed Income, IRAs, Separately Managed..., High Net Worth..., ETFs, Wealth, Financial Planners
Education
University of Phoenix 2008 — 2012
Bachelor of Science, Business Administration
Schwab Private Client Investment Advisory, Inc November 2014 - Present
Schwab Private Client Investment Advisory, Inc. July 2010 - October 2014
Charles Schwab & Co., Inc. November 1999 - July 2010
IMARC - Law Office of Janice Celotti February 2006 - October 2006
Education
Arizona State University College of Law 2005 — 2008
JD, Trusts and Estates
Northern Arizona University 2003 — 2005
M.Ed., Educational Technology
Arizona State University 1997 — 1999
B.S., Speech and Hearing Sciences
International Baccalaureate 1992 — 1995
Diploma, Diploma Programme
Schwab Private Client Investment Advisory, Inc. December 2012 - Present
Charles Schwab and Co., Inc. June 2006 - November 2012
Charles Schwab and Co., Inc. May 2002 - June 2006
Education
Arizona State University
Bachelor of Science (B.S.), Finance
Schwab Private Client Investment Advisory, Inc. October 2010 - Present
Bliss & Glennon April 2007 - August 2009
MORTGAGE SECURITY NETWORK December 2005 - April 2007
R. H. DONNELLEY July 2003 - December 2005
WADDELL & REED INVESTMENT MGMT. CO January 1999 - January 2003
FEDERATED INVESTORS, INC January 1998 - January 1999
Andersen Consulting 1993 - 1996
Education
University of Pennsylvania 1996 — 1998
MBA, Finance
University of Florida
BS, Industrial Engineering
Schwab Private Client Investment Advisory, Inc. Portfolio ConsultantCharles SchwabJanuary 1999 - January 2012
Skills
Portfolio Management, Investment Strategies, Fixed Income Strategies, Investment Advisory
Education
National Louis University
Business Management
Schwab Private Client Investment Advisory, Inc. May 2011 - Present
Scottsdale Chamber EDAC 2013 - 2014
Scottsdale Chamber of Commerce 2013 - 2014
Schwab Private Client 2004 - 2011
Club Terravita November 1994 - November 1996
Skills
Wealth Management,...
Education
New Mexico State University 1989 — 1994
Bachelor of Business Administration (BBA), Marketing - Professional Golf Management