Position:
Client Service Manager, Stock Plan Services at Charles Schwab, Manager, Finance at Charles Schwab
Location:
Cleveland/Akron, Ohio Area
Work:
Charles Schwab
since Nov 2012
-
Client Service Manager, Stock Plan Services
Charles Schwab
since Dec 2006
-
Manager, Finance
National City Bank
Mar 2005 - Dec 2006
-
Management Reporting & Planning
Charles Schwab
May 2000 - Oct 2004
-
Senior Financial Analyst
NationsRent
1999 - 2000
-
Treasury Analyst
Franklin Templeton Investments
1998 - 1999
-
Portfolio Accountant
Range Resources
1995 - 1998
-
Treasury Accountant
Arbor HealthCare
1988 - 1995
-
Medical billing, A/R
Education:
Ashland University
Florida Atlantic University
Saint Leo University
BA, Accounting
Westerville South High School
HS Diploma
Willoughby South High School
Skills:
Financial Analysis, Strategic Financial Planning, Financial Modeling, Financial Reporting, Forecasting, Mutual Funds, Finance, Investments, Corporate Finance, Accounting, Portfolio Management, Financial Services, Budgets, Cost Accounting, Essbase, Analysis