I’m interested in mentoring people from:

    Martha Oren

    Plano, Texas

    Managing Director, Finance

    Charles Schwab

    Financial Planning (FP&A) | Cross Functional Process Optimization | PMO | Advisory

    Experienced hands-on executive who has successfully led portfolios through integration and change management. Trusted partner with proven global leadership working with Fortune 500 companies. Committed to excellence makes for an integral partner in: -Financial Planning & Analysis -Program / Project Management & Governance -Capacity / Resource Planning & Management -Commercial Pricing / Vendor Management -Analytics, Operations Finance & KPI Reporting -Strategic Process Improvement / Transformation -Portfolio Restructuring / Recovery -Treasury / Cash Management -ERP System Implementation -MBA Global Management



    Auditing & Compliance

    Corporate Finance

    Risk & Quantitative Analysis

    Ask Me About

    People I've Reported To

    People I've Worked With

    People Who've Reported to Me

    Where I've Worked

    2017 – 2019

    Managing Director, Finance

    Charles Schwab

    2016 – 2017

    Head of IT Finance - Technology Enterprise FP&A

    Brinker International

    2013 – 2016

    Global Integration Director - Technology Enterprise FP&A


    2006 – 2013

    Senior Regional Finance for Americas - Commercial Controller

    Johnson Controls Inc
    Where I've Studied


    MBA, Global Management

    University of Texas


    Bachelors, Accounting

    Devry University

    Ask Me for a Referral

    Charles Schwab
    Bellevue, WA and 9 other location(s)
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