Charles Schwab & Co., Inc
Company Profile
Industry:Brokerage Firm, Security Brokers and Dealers
Doing business as:Charles Schwab
Charles Schwab and Co Inc
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 (5):Bret Adkins / Manager Jim Tritton / President Doug Simpson / Manager John Friday / Manager, inactive Stash Veller / Manager, inactive
SIC:6211 - Security Brokers, Dealers, and Flotation Companies
Categories: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 Advisors, Investment Management, Investment Planning, Investment Services, Long Term Planning, Online Services, Personal Planning, Portfolio Management, ...
Languages:English
Company size:19
Summary
The professional fields of the organization Charles Schwab & Co., Inc are Brokerage Firm, Security Brokers and Dealers. We know information about 5 employees who work here. A registered office address is 301 Throckmorton St, Fort Worth, TX 76102. Call the organization at phones:+1 (817) 820-1160 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 |
| Divya M | Technology LeadSince Jan 2014 Technology Analyst Technology LeadSince Mar 2008 |
Compensation and Absence ManagementTechnology Lead Since Jan 2014 |
| 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 |
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 |