The Charles Schwab Corporation

Industry: Financial services company

Description

The 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

Employee
Years
Job
Industry
Erica Denham Erica Denham Greater Atlanta Area Details
Erica Denham's The Charles Schwab Corporation Experience January 1999 - January 2001
Job Marketing Professional
Industry Logistics and Supply Chain
Experience
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

Michael Kamp Michael Kamp Broken Arrow, Oklahoma Details
Michael Kamp's The Charles Schwab Corporation Experience April 2000 - October 2000
Job Director of Research
Industry Marketing and Advertising
Experience
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

Raj Patel, CPA Raj Patel, CPA San Francisco Bay Area Details
Raj Patel, CPA's The Charles Schwab Corporation Experience August 2005 - April 2007
Job Director, Consulting Services at The DeWinter Group
Industry Staffing and Recruiting
Experience
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

Chip Roame Chip Roame San Francisco Bay Area Details
Chip Roame's The Charles Schwab Corporation Experience 1995 - 1998
Job Managing Partner at Tiburon Strategic Advisors
Industry Management Consulting
Experience
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

Harvell Floyd Jr Harvell Floyd Jr Greater Chicago Area Details
Harvell Floyd Jr's The Charles Schwab Corporation Experience May 1995 - June 1997
Job The Investment Professor
Industry Financial Services
Experience
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

Leah Jones Leah Jones San Francisco Bay Area Details
Leah Jones's The Charles Schwab Corporation Experience August 1996 - November 1998
Job Development Director, St. Vincent de Paul Society of San Francisco
Industry Nonprofit Organization Management
Experience
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

Tom Taggart Tom Taggart San Francisco Bay Area Details
Tom Taggart's The Charles Schwab Corporation Experience June 1987 - December 1998
Job Director, Global Fixed Income Product Marketing at Franklin Templeton Investments
Industry Financial Services
Experience
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

Pam Herlich Pam Herlich San Francisco Bay Area Details
Pam Herlich's The Charles Schwab Corporation Experience 1987 - 1995
Job VP, Relationship Management
Industry Banking
Experience
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

Bob Almeida Bob Almeida San Francisco Bay Area Details
Bob Almeida's The Charles Schwab Corporation Experience April 1997 - July 2007
Job Founder, Lagniappe Peak Vineyards
Industry Wine and Spirits
Experience
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

James Egan James Egan San Francisco, California Details
James Egan's The Charles Schwab Corporation Experience 2011 - Present
Job SVP and Corporate Controller at The Charles Schwab Corporation
Industry Financial Services
Experience
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

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