Schwab Retirement Plan Services
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19 Schwab Retirement Plan Services employees in database. Find out everything there's to know about Schwab Retirement Plan Services 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 Retirement Plan Services Employees
TIAA-CREF July 2010 - Present
Merrill Lynch February 2010 - July 2010
Russell Investments July 2006 - April 2009
Russell Investments October 2003 - July 2006
CIGNA Retirement Services July 2001 - April 2003
Schwab Retirement Plan Services August 1997 - July 2001
Fidelity Investments December 1986 - July 1997
BancTexas Dallas October 1984 - December 1986
Florida National Bank September 1979 - September 1984
Skills
Series 65, Series 63, Pensions, FINRA, Customer Relations, Series 7, Series 24, Georgia Insurance..., 401k
Education
University of North Florida - College of Business Administration 1978 — 1979
BBA
Florida State University 1977 — 1978
Schwab Retirement Plan Services April 2010 - Present
Schwab Retirement Plan Services October 2007 - April 2010
Schwab Retirement Plan Services 2005 - 2007
Schwab Retirement Plan Services 2002 - 2005
Schwab Retirement Plan Services 1998 - 2002
KeyCorp 1994 - 1998
Education
Cleveland State University
Bachelor of Business Administration (B.B.A.), Finance / Business Economics
Valley Forge High School
Principal Financial Group March 2014 - Present
Schwab Retirement Plan Services June 2013 - March 2014
Principal Financial Group March 2005 - June 2013
National City Bank 2001 - 2005
Skills
401k, Retirement Planning, Retirement, Pensions, Fixed Annuities, Financial Planning
Education
Baldwin Wallace University
Bachelor of Arts (B.A.), Speech Communications
Schwab Retirement Plan Services July 2011 - Present
New York Life Retirement Plan Services March 2010 - July 2011
Fidelity Investments September 2000 - March 2010
Skills
Series 24, Series 7,...
Education
Texas Christian University 1990 — 1994
Bachelor of Science (B.S.), Fitness Promotion
Schwab Retirement Plan Services July 2013 - Present
PlanMember Financial Corporation June 2000 - July 2013
Sterling, A Division of National City Bank 1998 - 2000
Schwab Retirement Plan Services, Inc. 1996 - 1998
Deloitte & Touche, LLP 1994 - 1996
First National Bank of Ohio 1988 - 1994
Dollar Savings & Trust Company 1985 - 1988
Skills
ERISA, Retirement, Investment Advisory, Compliance, 401k, Retirement Planning, Employee Benefits, Defined Benefit, Pensions, Qualified Retirement..., Due Diligence, Mutual Funds, Mergers & Acquisitions, Defined Contribution, Investments
Education
Ohio Northern University—Claude W. Pettit College of Law 1982 — 1985
Juris Doctor, Law
Slippery Rock University of Pennsylvania 1978 — 1982
BA, Political Science
Enterprise Products July 2013 - Present
Schwab Retirement Plan Services November 2004 - July 2013
The 401(k) Company June 1994 - November 2004
Skills
401k, Retirement, ERISA, Retirement Plan..., Defined Benefit, Deferred Compensation, Profit Sharing, Retirement Planning, Business Planning, Defined Contribution, CRM, Plan Design, Client Relationship..., Pensions, Qualified Retirement...
Education
Texas A&M University
BBA, Finance
Schwab Retirement Plan Services May 2013 - Present
Charles Schwab March 2010 - May 2013
Standard Retirement Services January 2006 - December 2009
Invesmart, Inc. January 2003 - December 2005
Invesmart, Inc. January 2002 - December 2002
Invesmart, Inc. January 2000 - December 2002
Invesmart, Inc. June 1995 - December 1999
Skills
Process Improvement, Management, Microsoft Excel, Leadership, Training, Human Resources, Team Management, Team Leadership, Employee Benefits, Databases, Quality Assurance
Education
John Carroll University 1990 — 1994
BS, Mathematics
Schwab Retirement Plan Services February 2013 - Present
Amateur Softball Association/USA Softball April 1996 - Present
WOBL / WDLW Radio September 2007 - November 2014
In Transition - Seeking new opportunity 2010 - January 2013
Liberty Tax Service January 2005 - April 2011
KeyBank September 2005 - October 2009
KeyBank January 2004 - August 2005
KeyBank September 1998 - August 2003
KeyBank June 1995 - September 1998
Skills
Tax Preparation, Microsoft Office, Excel, Word, Outlook, PowerPoint, Web Design, HTML, Dreamweaver, Photoshop, Social Media, Tax, Writing, Tax Returns, Income Tax, Broadcast, Sports, Officiating, Microsoft Word, Microsoft Excel, Adobe Acrobat, Digital Marketing, Banking, Marketing, SEO, Finance, Press Releases, Investments, Financial Services, Credit, CRM, Budgets, Training, Financial Analysis, Leadership
Education
Bowling Green State University 1990 — 1994
BSBA, Finance
Lakewood High School
Schwab Retirement Plan Services May 2013 - Present
Schwab Retirement Plan Services April 2007 - April 2013
The 401(k) Company January 2004 - March 2007
Skills
Hold Series 7
Education
University of California, Berkeley 1994 — 1996
Bachelor of Arts (B.A.), English Language and Literature/Letters
Schwab Retirement Plan Services May 2011 - Present
Old Mutual Capital 2006 - 2008
Transwestern 2005 - 2006
Skills
Advertising, Direct Marketing, Marketing Strategy, Marketing Communications, Marketing, Integrated Marketing, Email Marketing, Sales, Digital Marketing, Brand Development, Online Advertising, Social Media Marketing, Copywriting, Product Marketing, Marketing Management, Social Media
Education
Art Institute of Colorado
Graphic Design
Texas A&M University
B.A., Speech Communications and Journalism
The Cleveland Foundation August 2004 - May 2012
Schwab Retirement Plan Services February 1999 - April 2004
Skills
Fundraising, Social Networking, Teaching, Community Outreach, Customer Service, Editing, Strategic Communications, Public Policy, Leadership Development, Microsoft Excel, Organizational..., Social Media, Social Services, Volunteer Management, Strategy, Youth Development, Program Evaluation, Microsoft Office, New Business Development, Non-profit..., Management Consulting, Management, Recruiting, Program Management, Marketing, Leadership, Economic Development, Coaching, Contract Negotiation, Event Management, Team Building, Government, Project Management, Legal Research
Education
Cleveland State University - Cleveland-Marshall College of Law
JD, Law
University of Notre Dame
BS, Mathematics
Arthur J. Gallagher & Co. December 2007 - Present
T. Rowe Price June 2003 - December 2007
Schwab Retirement Plan Services September 1998 - June 2003
Deloitte October 1998 - September 1999
KeyCorp December 1991 - October 1998
Ameriprise Financial Services, Inc. September 1990 - December 1991
Skills
Investment Strategies, Asset Allocation, 401k, Investments, Portfolio Management, Due Diligence, Pension Funds, Investment Research, Consulting, Asset Managment, Mutual Funds, Alternative Investments, Equities, Hedge Funds, Series 7, Fixed Income, Investment Advisory, Pensions, Series 63, Defined Contribution..., Financial Services, Retirement, Investment Management, Asset Management
Education
Case Western Reserve University 1986 — 1990
Bachelor of Science (BSc), Finance and Financial Management Services
Weatherhead School of Management at Case Western Reserve University
BS
Schwab Retirement Plan Services November 2014 - Present
Schwab Retirement Plan Services 2007 - December 2014
Ferro Corporation 1981 - 2007
Education
Baldwin Wallace University
Bachelor of Arts (B.A.), Business Administration and Management, General
Cuyahoga Community College
Associate's degree