Schwab Private Client Investment Advisory, Inc.

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Schwab Private Client Investment Advisory, Inc. Employees

Employee
Years
Job
Industry
Kimberly Westerfield Kimberly Westerfield Orlando, Florida Area Details
Kimberly Westerfield's Schwab Private Client Investment Advisory, Inc. Experience July 2014 - Present
Job Senior Associate Portfolio Consultant
Industry Financial Services
Experience
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

Brian McKenna, CFA Brian McKenna, CFA Windermere, Florida Details
Brian McKenna, CFA's Schwab Private Client Investment Advisory, Inc. Experience March 2009 - Present
Job Regional Manager at Schwab Private Client Investment Advisory, Inc.
Industry Financial Services
Experience
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

ALTUG DINCTURK, CFA ALTUG DINCTURK, CFA Orlando, Florida Area Details
ALTUG DINCTURK, CFA's Schwab Private Client Investment Advisory, Inc. Experience May 2013 - Present
Job Portfolio Consultant at Schwab Private Client Investment Advisory, Inc.
Industry Financial Services
Experience
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

Joe Gifford, CFP® Joe Gifford, CFP® West Palm Beach, Florida Area Details
Joe Gifford, CFP®'s Schwab Private Client Investment Advisory, Inc. Experience May 2013 - February 2015
Job Wealth Manager
Industry Financial Services
Experience
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

Michelle Buonincontri, CFP®, CDFA™ Michelle Buonincontri, CFP®, CDFA™ Phoenix, Arizona Area Details
Michelle Buonincontri, CFP®, CDFA™'s Schwab Private Client Investment Advisory, Inc. Experience February 2013 - November 2014
Job Certified Financial Planner (CFP®) at Sensible Money, LLC
Industry Financial Services
Experience
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

Jeanine Garcia, CFP® Jeanine Garcia, CFP® Englewood, Colorado Details
Jeanine Garcia, CFP®'s Schwab Private Client Investment Advisory, Inc. Experience November 2014 - January 2015
Job Portfolio Specialist at Fidelity Investments
Industry Financial Services
Experience
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

Greg Perkin Greg Perkin Denver, Colorado Details
Greg Perkin's Schwab Private Client Investment Advisory, Inc. Experience June 2010 - Present
Job Senior Financial Planner at Charles Schwab
Industry Financial Services
Experience
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

Brenton Harris Brenton Harris Phoenix, Arizona Details
Brenton Harris's Schwab Private Client Investment Advisory, Inc. Experience September 2007 - Present
Job Portfolio Consultant, CFP at Schwab Private Client Investment Advisory, Inc.
Industry Financial Services
Experience
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

Gage P. DeYoung, CFP® Gage P. DeYoung, CFP® Greater Denver Area Details
Gage P. DeYoung, CFP®'s Schwab Private Client Investment Advisory, Inc. Experience January 2015 - September 2015
Job
Industry Financial Services
Experience
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)

Molly Malone CFP® Molly Malone CFP® Phoenix, Arizona Area Details
Molly Malone CFP®'s Schwab Private Client Investment Advisory, Inc. Experience July 2014 - Present
Job Portfolio Consultant at Charles Schwab
Industry Financial Services
Experience
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

Sarah Connolly, CFP®, CWS® Sarah Connolly, CFP®, CWS® Phoenix, Arizona Area Details
Sarah Connolly, CFP®, CWS®'s Schwab Private Client Investment Advisory, Inc. Experience November 2014 - Present
Job Senior Portfolio Consultant at Schwab Private Client Investment Advisory, Inc
Industry Financial Services
Experience
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

Noel Ferlen Noel Ferlen United States Details
Noel Ferlen's Schwab Private Client Investment Advisory, Inc. Experience December 2012 - Present
Job CFA, CFP®
Industry Financial Services
Experience
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

C Anne Moulton CFA C Anne Moulton CFA Orlando, Florida Area Details
C Anne Moulton CFA's Schwab Private Client Investment Advisory, Inc. Experience October 2010 - Present
Job Portfolio Consultant at Schwab Private Client Investment Advisory
Industry Financial Services
Experience
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

Laura (Warren) Luckey CFP®, CWS® Laura (Warren) Luckey CFP®, CWS® Orlando, Florida Area Details
Laura (Warren) Luckey CFP®, CWS®'s Schwab Private Client Investment Advisory, Inc. Experience Portfolio ConsultantCharles SchwabJanuary 1999 - January 2012
Job Senior Portfolio Consultant at Schwab Private Client Investment Advisory, Inc.
Industry Financial Services
Experience
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

Thomas Waite Thomas Waite Scottsdale, Arizona Details
Thomas Waite's Schwab Private Client Investment Advisory, Inc. Experience May 2011 - Present
Job Sr. Portfolio Consulting Manager at Schwab Private Client Investment Advisory, Inc.
Industry Financial Services
Experience
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