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Business Contacts & Backgrounds


Company Profile

Status:Inactive

Industry:Nonclassifiable Establishments


Former Employees

Position at Charles Schwab Institutional Next job position
Brooks Allen
Senior Manager, Events marketingJan 2007 - Jul 2008
Charles SchwabSenior Manager, Corporate Sponsorships Since Jun 2011
Carol Albrecht Shutt
Senior Relationship Specialist1999 - 2006
Cris Skupen
Vice President Project Management Office- Program and Project Management2005 - 2006
NIKEDirector of Nike Tech-Product Creation Solutions-Project/Portfolio Management Since 2012
Dasha Grafil
Director of Pension ServicesNov 1989 - Mar 1995
Cultural Homestay InternationalBoard Member Since Apr 2009
Ed Pollis
Relationship ManagerMar 2006 - May 2011
Relationship Manager2007 - 2009
Charles SchwabRelationship Manager Since 2006
Greg Vigrass
Regional DirectorOct 1989 - Oct 1999
Folio InstitutionalPresident & CEO Since Mar 2003
Hans Miller
Independent Investment AdvisorFeb 1999 - May 2007
DELLAccount Manager -- Life Sciences Since Jun 2007
Hector Ortiz
Operations Specialist Managed Account OperationsDec 2004 - Jun 2008
Capella University (contractor)Recruiting Coordinator Since Oct 2012
Jacob Atkinson
Bond SpecialistSince Oct 2006
Jaimi Dennehy
Senior Specialist2005 - 2008
J.P. Morgan Private BankInvestment Associate Since 2009
Jeffrey Sonshine
Senior Relationship ManagerJul 2007 - Jan 2009
TD AmeritradeInvestment Consultant Since Nov 2011
Jeremy Belfiore
Business Development OfficerOct 2006 - Jul 2008
MBA GraduateCreative and Innovative Manager Since May 2010
John Mckenty
Relationship ManagerSince May 2011
Josephine Chew
Online Marketing ConsultantAug 2007 - Jun 2009
Franklin Templeton InvestmentsDirector of Global Digital Advertising Since Apr 2011
Kathleen Asack
Business Development OfficerOct 2008 - Jan 2011
Kellie Beakey
Senior Event ManagerMay 2003 - Jan 2007
VMware, Inc.Director, Corporate Events Since Jan 2007
Kenneth Bigler
National Team SupervisorMay 2002 - Oct 2005
Charles SchwabSenior Operations Specialist QC Analysis/ Offshore Since Oct 2006
Kristi Combs
Relationship/Key Account Manager2000 - 2005
CTC ConsultingDirector of Marketing
Leslie Lanigan
Executive AssistantJun 2008 - Aug 2008
Senior Executive Assistant Supporting Senior VPJun 2008 - Aug 2008
Northcentral UniversityExecutive Assistant to CEO Since May 2013
Louis Manges
Senior Manager, Technology Adoption TeamJan 2001 - Oct 2002
McKessonWeb Development Contractor Since Jan 2008
Louise Barnes
Director, Client Education & EventsMar 1998 - Oct 2006
TRED-LITEFounder and Principal Since May 2008
Lydia Vogtner
B2B Marketing Strategy & CommunicationsNov 2005 - May 2011
B2B Product MarketingMar 2000 - May 2005
Institutional TradingDec 1997 - Mar 2000
Lydia's Marketing & Communication ConsultingIndependent/Freelance B2B Marketing and Communications Consultant Since Oct 2012
Michael Scott Williams
Senior Manager, Competitive Intelligence & Market Research Analytics2000 - 2003
Carlton Fields - Attorneys at LawSenior Manager, Business and Practice Development Since 2008
Marcello Lombardi
Senior TraderJun 1991 - Sep 1996
WTS Proprietary Trading GroupExecutive VP, Director of Sales and Proprietary Trading Since May 2009
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