Charles Schwab & Co., Inc
Company Profile
Industry:Brokerage Firm, Securities Brokerage
Doing business as:Schwab, Charles & Co., Inc
Charles Schwab
Charles Schwab & CO
Registration:Oct 2, 1982
Site:schwab.com
Phone:
Description:Schwab offers the investing and financial guidance you need to make smart decisions, plus a range of investment services, including online investing. - Portfolio Management, Investing, Brokerage Accounts - Financial Planner, Investment Manager, Retirement Planner
Members (2):Colleen Blacktin / Vice President/Branch Mgr. Coleen Blackton / Manager
SIC:6211 - Security Brokers, Dealers, and Flotation Companies
Categories:Investment Securities, Banking Services, Financing Consultants, Investment Management
Open Hours:Monday 8:00 AM - 5:00 PM, Tuesday 8:00 AM - 5:00 PM, Wednesday 8:00 AM - 5:00 PM, Thursday 8:00 AM - 5:00 PM, Friday 8:00 AM - 5:00 PM
Brands:Financial Planner, Investment Manager, retirement planner
Products:Brokerage Accounts, Brokerage Services, Consultations, educational planning, Family Wealth Planning, Individual Services, Investing, Investment Planning, Long Term Planning, Online Services, Personal Planning, Portfolio Management, Research, Trust Planning
Languages:English
Company size:3
Summary
The professional fields of the organization Charles Schwab & Co., Inc are Brokerage Firm, Securities Brokerage. The organization Charles Schwab & Co., Inc was founded on October 02, 1982. We've found information about 2 employees who work here. Charles Schwab & Co is located at the address 700 Bishop St, Honolulu, HI 96813. Call the organization at phones:+1-808-532-9780 or+1-800-435-4000.
Who has worked at Charles Schwab & Co., Inc
| Position at Charles Schwab & Co., Inc | Previous job position | |
|---|---|---|
| Andrew Kramer | Registered RepresentativeSince Aug 2011 |
MultibrainAccount Manager Aug 2010 - Jun 2011 |
| Andy Jost | Technical DirectorSince Jun 2006 Analyst/ProgrammerSep 1997 - May 2006 |
Seer TechnologiesConsultant Jan 1996 - Aug 1997 |
| Christopher Cuzzucoli | AML/OFAC OfficerSince Mar 2010 |
Barclays BankBarclays Corporate US AMLCO/Head of Financial Investigations Unit Mar 2009 - Mar 2010 |
| Christopher Grozev | Associate Financial ConsultantSince Jun 2008 |
DAMG WorldwideJunior Financial Analyst Jan 2007 - May 2008 |
| Craig Lohman | Senior StaffSince Oct 2007 |
US BankMiddleware Architect Jan 2003 - Oct 2007 |
| David Drill | Sr. StaffSince May 2000 |
CyberTrader/SchwabInformation Security Since 2000 |
| David Lord | Relationship SpecialistSince Apr 2013 |
Wells FargoPersonal Banker Feb 2012 - Apr 2013 |
| Fred Roberts | Vice President Financial Consultant |
Charles Schwab & Co.Vice President - Financial Consultant Since 2007 |
| Gary Guan | Portfolio Consultant |
Charles Schwab & Co., Inc. | Charles Schwab BankPortfolio Consultant Since 1999 |
| Jimmy Ortiz | Charles Schwab Trust Co |
|
| Karen Arnold | Senior Trade |
Charles Schwab & CoSenior Equity Trader Since 1998 |
| Karen Jordan | Managing DirectorSince Dec 1996 |
|
| Kimberly Perreira, CfpãÂî | VP - Financial ConsultantSince Jun 2010 |
|
| Lisa Ullsperger | Manager, Education Consultant |
|
| Michael Evans | Financial ConsultantSince 1999 |
|
| Michael Van Lith | Managing Director, Product Development and MarketingSince Jan 2006 |
Charles Schwab & Co., Inc.Director, Product Development Since 2006 |
| Mila Dunn | Paralegal, ManagerSince Jun 2008 InternNov 1997 - Apr 2000 |
Charles Schwab & Co., Inc.Sr. Specialist May 2000 - Jun 2008 |
| Nathaniel Cicotello | Financial ConsultantSince Aug 1999 |
|
| Nedra Goettling | Manager Risk AnalystSince 2010 |
Shuffield, Lowman & Wilson, P.A.Paralegal 2004 - 2010 |
| Nick Manson | Manager, Participant Investor Concierge TeamSince May 2013 Participant Services ManagerSince Apr 2011 Quality Assurance AnalystMay 2010 - Apr 2011 Participant Services RepresentativeJun 2008 - May 2010 |
|
| Nona Wilgus | VP - Financial ConsultantSince Dec 2011 |
Morgan Stanley Smith BarneyFinancial Advisor Feb 2010 - Dec 2011 |
| Phillip Theiss | Team LeadSince Dec 2011 |
|
| Rick Heckman | RRSince Oct 1990 rep1992 - 1998 |
Woodland Country Club, Carmel IndianaPresident - Board of Directors Apr 2009 - Apr 2012 |
| Rosanne Costello | Financial Consultant & Co., Inc.Since Mar 1990 |
Former Employees
| Position at Charles Schwab & Co., Inc | Next job position | |
|---|---|---|
| Alfredo Martinez | Vice PresidentSince Aug 2005 |
Charles Schwab & Co., Inc.Vice President Investments Since Aug 2005 |
| Allery Santos | Project Manager2000 - 2005 |
|
| Darrel Mccullough | VP AND BRANCH MANAGERSince Feb 1993 |
|
| David Scisciani | Technical DirectorSince 1994 |
|
| Jen Norman | Product ManagerJul 2000 - Oct 2008 |
Charles Schwab & Co., Inc.Managing Director, Schwab ETFs Product Management Since Oct 2008 |
| Juanita Gagnard | Managing DirectorSince Aug 1999 |
Schwab Advisor ServicesDirector - Transition Consultant Since May 2011 |
| Katie Buckler | Executive Service Operations ManagerNov 2008 - May 2011 Client Service, Operations, Branch NetworkJan 1997 - Oct 2008 |
Charles Schwab & Co., Inc.Centralized Supervision Manager Since Jun 2011 |
| Lynn Casasnovas | Senior Marketing ManagerSince 1989 |
Schwab InstitutionalSr Marketing Manager |
| Monica Joffre | Registered Rep1994 - 2001 |
Charles Schwab & Co. Inc.Estate Distribution Team Since Nov 2009 |
| Todd Blubaugh | Sr ManagerSince Jan 1999 Senior Staff Systems AdministratorSince Nov 1996 |
Charles Schwab & Co, Inc.Availability Since Aug 2011 |