The Charles Schwab Corporation
Industry: Financial services company
DescriptionThe Charles Schwab Corporation is a bank and brokerage firm, based in San Francisco, California. It was founded in 1971 by Charles R. Schwab and is one of the largest banks in the United States as well as one of the largest brokerage firms in the United States. Customer service: 1 (866) 855-9102 Headquarters: San Francisco, CA Founded: 1971, California CEO: Walter W Bettinger II
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The Charles Schwab Corporation Employees
METASYS TECHNOLOGIES INC September 2010 - Present
Eli Lilly and Company May 2009 - August 2009
AMERICAN EXPRESS COMPANY July 2004 - July 2008
COURTYARD BY MARRIOTT RICHMOND/BERKELEY December 2001 - June 2004
THE CHARLES SCHWAB CORPORATION January 1999 - January 2001
Skills
Marketing Strategy, Web Marketing, Marketing, Social Media Marketing, Market Research, Leadership, Public Speaking, Sales, Event Management, Event Planning, Trade Shows, Strategy, Newsletters, Budgets, Team Building, Direct Mail, Internal Communications, Business Development, B2B Marketing, Online Marketing
Education
Emory University - Goizueta Business School 2008 — 2010
MBA, Marketing
Stanford University 1995 — 1999
BA, Sociology (Organizational Behavior)
University Liggett School
Blueprint Marketing & Advertising February 2011 - Present
Dallas-based investment firm February 2008 - February 2011
Independent Financial Consultant April 2005 - February 2008
Advent Software October 2000 - April 2005
The Charles Schwab Corporation April 2000 - October 2000
The Charles Schwab Corporation October 1999 - April 2000
The Charles Schwab Corporation September 1997 - October 1999
Skills
Small Business, Financial Services, Retirement, Investments, Management, Leadership, Sales, Advertising, Marketing, Training, Mutual Funds, Marketing Strategy, Social Media, Social Media Marketing, Business Development, Email Marketing, Retirement Planning, Integration, Financial Analysis, Lead Generation, Social Networking, Financial Advisory, Strategy, Project Management, Business Analysis, CRM, Consulting
Education
University of Southern California 1992 — 1996
BA, International Relations
Jesuit College Prep 1988 — 1992
DeWinter Group May 2007 - October 2015
The Charles Schwab Corporation August 2005 - April 2007
The Charles Schwab Corporation August 2002 - August 2005
Ernst & Young LLP September 1999 - August 2002
Education
The Wright Institute 2015 — 2017
Counseling Psychology
University of California, Los Angeles
B.A., Economics
Tiburon Strategic Advisors 1998 - Present
The Charles Schwab Corporation 1995 - 1998
McKinsey & Company 1992 - 1995
Skills
Strategic Planning, Mergers, Business Strategy, Management Consulting, Asset Management, Executive Coaching, Private Equity, Venture Capital, Due Diligence, Marketing Strategy, Financial Planning, Portfolio Management, Investments, Business Planning, Risk Management, Wealth Management, Start-ups
Education
University of Michigan - Stephen M. Ross School of Business 1986 — 1988
MBA
The Sphinx Group January 2000 - Present
CMS Promotions & Advertising 2004 - Present
The Charles Schwab Corporation May 1995 - June 1997
Gruntal Inc 1993 - 1995
Oppenheimer & Co. Inc. 1993 - 1994
Skills
Social Media, Marketing, Advertising, Marketing Strategy, Image Manipulation, Typography, Strategic Planning, Digital Photography, Management, Customer Service, Social Media Marketing, Posters, Investments, Logo Design, Sales Management, Sales, Team Building, Public Speaking, Social Networking, Email Marketing, Entrepreneurship, Training, Coaching, Start-ups, Small Business, Online Advertising, SEO, Marketing Communications, Online Marketing, Brand Development
Education
DePaul University 2002 — 2014
Bachelor of Science Liberal Arts, Global Economics & Entrepreneurship, 3.675 GPA
Southern University and Agricultural and Mechanical College at Baton Rouge 1988 — 1990
Associate of Arts and Sciences (A.A.S.), Computer Science
St. Vincent De Paul Society of San Francisco October 2014 - Present
Fred Finch Youth Center August 2011 - October 2014
March of Dimes February 2009 - April 2011
American Cancer Society August 2004 - February 2009
The College Fund/UNCF August 2002 - August 2004
Wood/Proforma & KL&P Marketing December 1998 - July 2002
The Charles Schwab Corporation August 1996 - November 1998
Skills
Event Management, Fundraising, Marketing Communications, Newsletters, Public Relations, Public Speaking
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (B.A.), Foreign Language
Franklin Templeton Investments April 2015 - Present
Mitsubishi UFJ Financial Group / Union Bank April 2010 - September 2014
PMI Group, Inc. June 2008 - April 2010
Barclays Global Investors January 1999 - September 2007
The Charles Schwab Corporation June 1987 - December 1998
ABC Television January 1978 - January 1980
Skills
Marketing Communications, Advertising, Marketing, Brand Management, Editing, Creative Direction, Thought Leadership, Marketing Strategy, Social Media, Strategic Planning, Social Media Marketing, Integrated Marketing, Leadership, Messaging, Communication Training, Direct Marketing, Strategic Partnerships, Program Management, Strategy, Management
Education
San Francisco State University 1980 — 1983
M.A.
California State University, Fresno 1978 — 1980
BA
Wells Fargo Shareowner Services July 2007 - Present
Charles Schwab & Co., Inc. 1997 - 2002
The Charles Schwab Corporation 1987 - 1995
Skills
Customer Relations, Negotiation, Risk Management, Customer Service, New Business Development, Client Service, Strategic Planning, Account Reconciliation, Key Account Management, Fundraising, Non-profit Volunteer, Proposal Writing, Annual Meetings, Stock Management, IPO, Creative Problem Solving, Relationship Management, Securities, Financial Services, Portfolio Management, Management
Education
Boston University Questrom School of Business 1984 — 1986
MBA, General Business Administration
University of Massachusetts, Amherst 1971 — 1975
BA, English/Journalistic Studies/Honors
Napa Valley Opera House August 2008 - Present
Lagniappe Peak Vineyards May 2009 - Present
American Nonprofits, Inc, May 2014 - April 2015
Arts Council Napa Valley July 2010 - April 2013
The Charles Schwab Corporation April 1997 - July 2007
Bankers Trust Company February 1990 - April 1997
KPMG July 1975 - January 1990
KPMG 1975 - 1990
Loyola University 1968 - 1972
Skills
Business Strategy, Risk Management, Corporate Governance, Enterprise Risk..., Financial Services, Audit Committee..., Information Technology, Mutual Funds, Brokerage, Banking, Derivatives, Wealth Management, Trust Services, AML / BSA, Program Management, Trading, Management Consulting, Analytics, Management, Asset Managment, Securities, Audit Committee, Finance, Investments, Private Equity, Investment Advisory, Executive Management, Strategy, Leadership, Organizational..., Financial Risk, Credit Risk, Asset Management, Asset Allocation, Capital Markets, Mergers, Alternative Investments, Mergers & Acquisitions, Venture Capital, Fixed Income, Financial Modeling, Equities, Due Diligence, Acquisition Integration, Financial Analysis, Investment Banking, Sarbanes-Oxley, Valuation, Governance, Relationship Management
Education
Tulane University - A.B. Freeman School of Business 1973 — 1975
MBA, Finance
Loyola University New Orleans 1968 — 1972
BBA, Management
The Charles Schwab Corporation 2011 - Present
Freddie Mac January 2006 - June 2008
MBNA 2003 - 2006
U S Bancorp 1996 - 2003
First Chicago NBD (since acquired by JPMorgan Chase) 1988 - 1996
PricewaterhouseCoopers 1980 - 1988
Skills
Financial Analysis, Sarbanes-Oxley Act, Mergers, Auditing, Risk Management, Budgets, Change Management, Strategy, Strategic Planning, Leadership, Tax, Management Consulting, Internal Controls, Accounting, Business Process..., Financial Modeling, Financial Services, Due Diligence, Managerial Finance, Strategic Financial..., Mergers & Acquisitions, Financial Reporting, Capital Markets, Banking, SEC filings, Finance
Education
Loyola University Chicago 1971 — 1975
BBA, Accounting and Finance