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

Employee
Years
Job
Industry
Tom Carmody Tom Carmody Greater Atlanta Area Details
Tom Carmody's Schwab Retirement Plan Services Experience August 1997 - July 2001
Job Senior Director, Institutional Retirement Plan Sales at TIAACREF
Industry Financial Services
Experience
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

Ed Fink Ed Fink Austin, Texas Details
Ed Fink's Schwab Retirement Plan Services Experience April 2010 - Present
Job Consultant Relations, Schwab Retirement Plan Services: Collaborating with consultants on clients’ retirement plan goals
Industry Financial Services
Experience
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

Cindy Kennedy (Horn) Cindy Kennedy (Horn) Cleveland, Ohio Details
Cindy Kennedy (Horn)'s Schwab Retirement Plan Services Experience June 2013 - March 2014
Job Regional Director Investment Only Registered Representative at Principal Financial Group
Industry Financial Services
Experience
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

Chris Burkhard Chris Burkhard Austin, Texas Area Details
Chris Burkhard's Schwab Retirement Plan Services Experience July 2011 - Present
Job Schwab Retirement Plan Sales: Working with companies and consultants to meet clients’ retirement plan needs
Industry Financial Services
Experience
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

Christopher Guanciale, JD, APM Christopher Guanciale, JD, APM Cleveland/Akron, Ohio Area Details
Christopher Guanciale, JD, APM's Schwab Retirement Plan Services Experience July 2013 - Present
Job Director Relationship Management at Schwab Retirement Plan Services
Industry Financial Services
Experience
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

Cliff Davis Cliff Davis Houston, Texas Area Details
Cliff Davis's Schwab Retirement Plan Services Experience November 2004 - July 2013
Job Retirement Plan and Benefit Advisor
Industry Oil & Energy
Experience
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

Daniel Cliffel Daniel Cliffel Austin, Texas Area Details
Daniel Cliffel's Schwab Retirement Plan Services Experience May 2013 - Present
Job Retirement Plan Services Director of Operations at Charles Schwab
Industry Financial Services
Experience
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

Eric Girod Eric Girod Cleveland/Akron, Ohio Area Details
Eric Girod's Schwab Retirement Plan Services Experience February 2013 - Present
Job Financial Services Professional
Industry Financial Services
Experience
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

Coker Roswell Coker Roswell Fort Worth, Texas Details
Coker Roswell's Schwab Retirement Plan Services Experience May 2013 - Present
Job Schwab Retirement Plan Sales: Working with companies and consultants to meet clients’ retirement plan needs
Industry Financial Services
Experience
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

Julia Wheeler Julia Wheeler Austin, Texas Details
Julia Wheeler's Schwab Retirement Plan Services Experience May 2011 - Present
Job Senior Marketing Professional
Industry Marketing and Advertising
Experience
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

Jennifer Rudolph Jennifer Rudolph Cleveland/Akron, Ohio Area Details
Jennifer Rudolph's Schwab Retirement Plan Services Experience February 1999 - April 2004
Job In Transition
Industry Nonprofit Organization Management
Experience
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

Christopher Jarmush Christopher Jarmush Washington D.C. Metro Area Details
Christopher Jarmush's Schwab Retirement Plan Services Experience September 1998 - June 2003
Job Area Senior Vice President at Gallagher Fiduciary Advisors, LLC
Industry Financial Services
Experience
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

Patty Stilwell Patty Stilwell Broadview Heights, Ohio Details
Patty Stilwell's Schwab Retirement Plan Services Experience November 2014 - Present
Job Client Service Manager at Schwab Retirement Plan Services
Industry Financial Services
Experience
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