The Vanguard Group
Industry: Investment management company
DescriptionThe Vanguard Group is an American registered investment advisor based in Malvern, Pennsylvania with over $5.1 trillion in assets under management. It is the largest provider of mutual funds and the second-largest provider of exchange-traded funds in the world after BlackRock's iShares. Customer service: 0800 032 3731 Assets under management: 5.1 trillion USD (January 31, 2018) Founder: John C. Bogle Founded: 1 May 1975, Valley Forge, Pennsylvania, United States CEO: Mortimer J. Buckley (Jan 2018–) Headquarters: Valley Forge, Pennsylvania, United States
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The Vanguard Group Employees
Wells Fargo Private Bank July 2014 - Present
Wells Fargo Private Bank May 2012 - July 2014
USAA July 2007 - May 2012
The Vanguard Group September 2006 - June 2007
Honeywell May 2005 - September 2005
Skills
Asset Allocation, Mutual Funds, Investments, Strategic Financial..., Wealth Management, Retirement Planning, Financial Modeling, Financial Analysis, Investment Strategies
Education
Arizona State University, W. P. Carey School of Business 2009 — 2011
MBA, Finance
University of Arizona, Eller College of Management 2002 — 2006
BSB, Marketing
Sunrun Solar Inc. April 2015 - Present
MasterTech Financial Advisors, Inc. October 2013 - May 2015
Don's Cashback Auto LLC January 2013 - October 2014
The Vanguard Group February 1999 - March 2013
GE Colonial Penn Insurance November 1995 - January 1999
Skills
Series 6, Training, Research, Event Planning, Relationship Management, Retirement, Strategic Planning, Microsoft Word, Social Media, 401k, Organizational..., Series 63, Sales, Marketing, Finance, Call Centers, Customer Service
Education
Arizona State University 1986 — 1990
Bachelor of Arts (BA), Communication, General
Mitchell College 1984 — 1986
Associate in Science (AS), Business Adminstration Management
Midland Real Estate Alliance March 2012 - Present
Caden Holdings, LLC April 2014 - Present
Vanguard August 2014 - Present
Merrill Lynch January 2013 - January 2014
The Vanguard Group September 2007 - January 2013
Geneva Real Estate and Investments LLC 2006 - 2010
Go Wireless 2003 - 2006
Skills
Series 7, Series 63, Mortgage Lending, Investments, Banking, Series 6, Mortgage, Real Estate, Real Estate Investment, Property Management, First Time Home Buyers, Foreclosures, Sales, Short Sales, Loan Origination, Residential Homes, Selling, Single Family Homes, Loans, Investment Properties, Customer Service, Investors, Management
Education
Arizona State University 2004 — 2007
Bachelor's degree, Business & Sociology
Arizona State University
SEI June 2014 - Present
Hope For Young Widows August 2013 - July 2014
Solstice Consulting Group, LLC August 2013 - June 2014
SEI Investments March 2013 - March 2014
Vanguard Group January 2006 - February 2007
The Vanguard Group January 2000 - January 2006
RPA Associates September 1998 - March 2000
Right Management Consultants February 1997 - September 1998
Dale E. Anstine, PC September 1995 - February 1997
Skills
Process Improvement, Business Analysis, Project Management, Leadership, Analysis, Marketing, Integration, Budgets, Testing, Management Consulting, Customer Service, Negotiation, Microsoft SQL Server, Newsletters, Program Management, Microsoft Office, Microsoft Excel, Training, Management, Project Planning, Social Media, Vendor Management, Product Management, Strategy, Email Marketing, Change Management
Education
Alvernia College
Bachelor of Science (B.S.), Computer Information Systems
Penn State University
Associates Degree, Liberal Arts
Penn State University
Paralegal, Paralegal Certificate
Foresight Group International, AG May 2015 - Present
November Research Group March 2014 - February 2015
BioPharm Systems, Inc. November 2013 - March 2014
Oracle February 2008 - September 2013
Aris Global 2006 - 2008
OmniComm Systems April 2006 - October 2006
Relsys International March 2004 - April 2006
Hewlett Packard 2002 - 2004
Intel Corporation 1998 - 2002
The Vanguard Group 1998 - 1999
Skills
SDLC, Pharmaceutical Industry, Regulatory Requirements, FDA, Pharmacovigilance, Quality Assurance, Product Management, CRM, Project Management, 21 CFR Part 11, Management, Requirements Analysis, Oracle, SaaS, Software Documentation, Lifesciences, Databases, Computer System..., Medical Devices, Clinical Trials, Analysis, Testing, Enterprise Software, Business Development, Business Intelligence, Pre-sales, Business Process, Software Project..., Cross-functional Team..., Professional Services, Life Sciences
Education
Arizona State University 1991 — 1992
Business Enterprise, Business Enterprise
Western International University 1991 — 1992
MBA - in progress, International Business
Western International University 1988 — 1991
BS/BA, Business Management
Dimensional Fund Advisors February 2015 - Present
Dimensional Fund Advisors June 2011 - February 2015
The Vanguard Group September 2004 - June 2011
The Vanguard Group March 2000 - September 2004
Vanguard June 1997 - March 2000
Skills
Series 7, Series 63, Series 65, Series 24
Education
Arizona State University - W. P. Carey School of Business 1999 — 2001
MBA
Cornell University 1989 — 1993
BA, History
PetSmart March 2015 - Present
Arizona Public Service (APS) May 2014 - December 2014
Honda Engineering North America, Inc. January 2014 - April 2014
AAA Northern California, Nevada & Utah Insurance Exchange March 2012 - December 2013
Deloitte Consulting October 2011 - March 2012
Bank of America March 2010 - September 2011
Premier Inc. April 2007 - February 2010
Premier, Inc. April 2007 - June 2008
The Vanguard Group March 2005 - March 2007
The Vanguard Group August 2000 - March 2007
Skills
Java, SQL Server, Oracle SQL, JUnit, Agile Project Management, J2EE, J2EE Architecture, XML, Spring, Flex, Data Analysis, Data Warehouse..., REST, Ant, Team Building, Team Leadership, NOSQL, Hadoop, SQL, Java Enterprise Edition, Software Development, Hybrid Cloud, Complex Event Processing, Mobile Banking, Security Spring ACL,..., Database – OLTP,..., SOA Service and..., Cloud - Private, Public..., Strategic Technology..., Business Process..., Data Flow & Process..., Collaborative..., Cross-Functional..., Enterprise Architecture..., Contingency & Disaster..., Web Development &..., Test & Behavior Driven..., Integration, Business Intelligence, IT Strategy, SOA, Unix, Databases, Business Process Design, Microsoft SQL Server, NoSQL, Spring Framework, Cloud Computing, SDLC, Enterprise Architecture
Education
University of Maryland University College 2007 — 2008
MBA, Management Information System
University of Maryland University College 2001 — 2005
MS, Management Information System (MIS)
Assam University 1993 — 1997
BE, Electronic and Telecomm
National Institute of Technology Silchar 1993 — 1997
BE, Electronic and Telecomm
Mosaic Financial Partners May 2013 - Present
Vantage Local May 2012 - May 2013
UControl Media February 2012 - May 2012
Kajan Padraig October 2011 - March 2012
Mercer Investment Consulting January 2011 - February 2012
Vanguard September 2009 - December 2010
The Vanguard Group July 2004 - June 2010
KBAQ Production Studio October 1999 - October 2007
Blacksmith and the Carpenter 2007 - 2007
Music Celebrations International June 2001 - June 2004
Skills
Financial Modeling, Entrepreneurship, Financial Planning, Strategic Financial..., Investments, Portfolio Management, Competitive Analysis, Financial Analysis, Market Research, Product Management, Business Strategy, Analytics, Product Marketing, Marketing Strategy, Market Analysis, Business Development, Sales, Customer Insight, Marketing Research, Cross-functional Team..., Business Model..., Marketing Communications, Content Marketing, Display Advertising, Strategy, Online Advertising, Marketing, Management, Digital Marketing, Leadership, Analysis, Social Media Marketing, Start-ups
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2012
MBA
Arizona State University 1998 — 2001
Masters
University of Arizona 1993 — 1998
Bachelors
Cortez High School 1989 — 1993
Humana April 2015 - Present
Humana May 2013 - April 2015
The Vanguard Group June 2010 - May 2013
Vanguard June 2008 - June 2010
Vanguard September 2007 - June 2008
Vanguard September 2005 - September 2007
Vanguard August 2003 - September 2005
Planned Parenthood Arizona May 2001 - December 2003
Skills
Operational Risk, Building Relationships, Process Improvement, Quality Management, Customer Experience, Root Cause Analysis, Cross-functional Team..., Change Management, Matrix Management, Risk Management, Management, Performance Management, Training, Portfolio Management, Operations Management, Leadership, Project Management, Forecasting, Business Strategy, Leadership Development, Strategic Planning, Call Centers
Education
University of Phoenix 2003 — 2005
Master of Business Administration (M.B.A.)
Arizona State University 1999 — 2003
Bachelor of Arts (B.A.), Political Science and Government
PepsiCo November 2011 - Present
PepsiCo August 2009 - November 2011
Accenture September 2007 - August 2009
Accenture August 2006 - August 2007
Duke for LIFE October 2004 - March 2006
The Vanguard Group May 2005 - July 2005
Hewitt Associates August 2001 - July 2004
Hewitt Associates August 1999 - July 2001
Donnelly Enterprise Solutions, Inc. 1998 - 1998
Ideation, Inc. 1996 - 1996
Skills
Strategic planning, New Product Development, Project Management, KPI / Performance..., Portfolio Strategy and..., Financial Modeling, Competitive Analysis
Education
Duke University - The Fuqua School of Business 2004 — 2006
MBA, Strategy & Marketing
Albion College 1995 — 1999
BA, Economics
The Vanguard Group March 2010 - Present
Douglas Wymore PLC May 2006 - March 2010
Desert Botanical Garden May 2003 - May 2006
Skills
Series 63, Finance, Series 7, Mutual Funds, Securities, Investments, Leadership, Financial Services, Process Improvement, Relationship Management, Performance Management, Project Management, Event Planning, Event Management, Employee Engagement, Employee Recognition, Business Operations, Series 6, Strategic Planning, Presentation Skills, Data Analysis, Client Services, Leadership Development, Recruiting, Talent Acquisition, Behavioral Interviewing, Interview Preparation
Education
Arizona State University 1999 — 2003
Bachelor's degree, Parks, Recreation and Leisure Studies
Arizona State University 1999 — 2003
Bachelor of Science (B.S.), Parks, Recreation and Leisure Facilities Management
Westside Wellness chiropractic center September 2015 - Present
Hand & Stone Massage and Facial Spa March 2015 - Present
Relax n Go Chair Massage October 2013 - Present
Self Employed Massage Therapist May 2013 - Present
Self-employed September 2001 - Present
Chiropractic Spine Center June 2013 - June 2014
The Fresh Air Fund 2006 - 2013
The Vanguard Group July 1996 - September 2001
Lenox Collections September 1993 - November 1995
Skills
Editing, Ap Style, Creative Writing, Newspaper, Speech Writing, Manuals, Online Journalism, Publicity, Copy Editing, Proofreading, Social Networking, Communications Planning, Web Content, Copywriting, PowerPoint, Information Architecture, Therapeutic Massage, Chair Massage, Deep Tissue Massage, Trigger Point Therapy, Reflexology, Community Outreach, AP Style
Education
Cortiva Institute School of Massage Therapy 2012 — 2013
LMT, Massage Therapy/Therapeutic Massage
Arcadia University 1993 — 1995
Graduate courses, English
Ursinus College 1988 — 1992
BA, English, Communications, Education
YDL Enterprises May 2011 - Present
ASU August 2013 - December 2013
Nammo Talley, Inc. May 2009 - May 2011
Raytheon August 2007 - January 2009
Vanguard January 2005 - January 2007
The Vanguard Group March 2000 - December 2004
Direct Alliance April 1999 - March 2000
Shamrock Foods March 1995 - September 1998
Skills
Process Improvement, Program Management, Cross-functional Team..., Supply Chain, Vendor Management, Aerospace, Project Management, Six Sigma, Supply Management, Quality Assurance, Manufacturing, Microsoft Office, DoD, Management, SAP, Integration, Forecasting, CRM, Training, Lean Manufacturing, Continuous Improvement, Value Stream Mapping, Security Clearance
Education
Arizona State University 2013 — 2014
Bachelor of Science, Pre-Med/Psychology
Arizona State University 2013 — 2014
Master's degree, Business Analytics
Arizona State University - W. P. Carey School of Business 2005 — 2007
Master of Business Administration, Business Administration
mophie October 2014 - Present
VIZIO April 2013 - October 2014
alliantgroup July 2011 - March 2013
Bank of America September 2010 - June 2011
The Vanguard Group August 2007 - September 2010
New York Life Insurance Company October 2006 - May 2007
Sigma Pi Fraternity December 2002 - December 2003
Skills
Excel, Microsoft Office, Budgeting, Customer Relations, Financial Analysis, Social Media, PowerPoint, Research, Market Research, Outlook, Business Planning, Salesforce.com, Data Analysis, Problem Solving, Portfolio Management, Leadership, Social Networking, Business Analysis, New Business Development, Microsoft Excel, Budgets, Customer Service, Management, Accounting, Training, Sales, Time Management, Investments, Advertising, Project Planning, Marketing
Education
Arizona State University 2002 — 2007
Bachelor of Interdisciplinary Studies, Economics and Business
CVS Caremark Corporation October 2013 - Present
CVS Caremark Corporation September 2012 - October 2013
CVS Caremark September 2007 - September 2012
The Vanguard Group 2004 - 2007
Skills
Financial Analysis, Business Process, Finance, Sales, Training, Account Management, Process Improvement, Cross-functional Team..., Analysis, Business Analysis, Microsoft Excel
Education
Università Carlo Cattaneo 2003 — 2004
International Business Certificate
Arizona State University, W. P. Carey School of Business 2000 — 2004
Bachelor of Science, Finance
Kaiser Permanente January 2013 - Present
Blount November 2010 - January 2013
First Service Networks December 2009 - November 2010
Copper State Bolt & Nut Co. December 2005 - November 2009
The Vanguard Group December 2004 - January 2006
Hewlett Packard - MarketSource January 2002 - November 2004
Skills
Product Lifecycle..., Product Marketing, Product Management, Project Management, Marketing Strategy, Sales, Sales Management, Account Management, Negotiation, Personnel Management, Merchandising, Cross-functional Team..., Team Leadership, Leadership, Trade Shows, Collateral Materials..., Microsoft Office, SAP, SAP BW, Presentations, Public Speaking, Communication, Marketing Communications, International Marketing, Marketing, CRM, Business Development, Team Building, Strategic Planning, Product Development, Forecasting, Budgets, Pricing, Analysis
Education
Arizona State University - W. P. Carey School of Business 2008 — 2010
MBA, Marketing
Arizona State University 2001 — 2004
Bachelors, Business & Communication
American Realty Capital Properties April 2015 - Present
American Realty Capital Properties July 2009 - April 2015
Cole Real Estate Investments June 2013 - February 2014
Cole Capital January 2011 - June 2013
Cole Capital 2009 - April 2011
Vanguard March 2007 - 2009
The Vanguard Group 2005 - 2009
Vanguard July 2005 - March 2007
Bank of America June 2000 - July 2005
Skills
Strategic Planning, Customer Relations, Excel, Process Improvement, PowerPoint, Mutual Funds, Budgeting, Financial Planning, Word, Mentoring, Financial Analysis, Microsoft Office, Forecasting, Change Management, Research, Financial Reporting, Public Speaking, Analysis, Problem Solving, Microsoft Excel, Strategic Financial..., Customer Service, Sales, Operations Management, Financial Modeling, Budgets
Education
Arizona State University - W. P. Carey School of Business 2001 — 2005
Finance, Finance
Independent June 1994 - Present
Airbnb 2015 - 2015
Softmart August 2005 - June 2012
Hardy Plant Society - Mid Atlantic Group September 2006 - February 2011
International Institute for Learning, Inc. September 2004 - April 2005
Training and Communications Group November 1998 - April 2004
The Vanguard Group May 1976 - September 1979
Skills
Access, Microsoft Excel, Outlook, Microsoft Word, PowerPoint, Visio, Adobe Acrobat, Desktop Publishing, Editing, Axapta, Adobe LiveCycle Designer, Instructional Design, Relational Databases, Dashboarding, SQL, Microsoft Office, Microsoft Publisher, Newsletters, Team Leadership, Project Management, Leadership, Marketing, Business Intelligence, Salesforce.com, Sales, Databases, Software Documentation, Proposal Writing, CRM, Analysis, Vendor Management, Enterprise Software, Training, Executive Reporting, Data Analysis, Microsoft CRM, Professional Services, Business Analysis
Education
American University
Bachelor of Arts (B.A.), Political Science and Government
Middlebury College
Vanguard April 2015 - Present
The Vanguard Group June 2011 - Present
Vanguard February 2008 - June 2011
Vanguard August 2007 - February 2008
Skills
Series 63, Series 7, Series 6, Mutual Funds, ETFs, Asset Allocation, Retirement, Investments, Securities, Alternative Investments
Education
Arizona State University 2002 — 2006
Global Business, Marketing
IBM February 2015 - Present
IBM July 2013 - February 2015
Fuqua School of Business July 2011 - May 2013
G51 Capital Management October 2012 - March 2013
Nationwide June 2012 - August 2012
Vanguard October 2009 - July 2011
Rotary District 5510 July 2010 - June 2011
East Valley Rotaract Club June 2009 - June 2010
The Vanguard Group July 2008 - November 2009
The Biodesign Institute June 2005 - May 2008
Skills
Project Management, Product Development, Change Management, Entrepreneurship, Strategy, Consulting, Data Analysis, Cross-functional Team..., Process Improvement, Business Strategy, Start-ups, Team Leadership, Business Planning, CRM, Leadership
Education
Duke University 2011 — 2013
MBA, Strategy, Health Sector Management, Entrepreneurship & Innovation
Arizona State University 2004 — 2008
BSE, Bioengineering Major, Business Minor
Highland High School 2000 — 2004
High School Diploma
Anywhere, LLC June 2008 - Present
Canada Arizona Business Council June 2009 - Present
Heirloom Heritage Tours February 2013 - Present
GTC, LLC February 2008 - September 2009
Sanctuary Camelback Mountain March 2008 - February 2009
Sanctuary Camelback Mountain January 2004 - December 2004
The Phoenician Resort October 2002 - October 2004
The Vanguard Group October 1995 - March 2002
Skills
Event Planning, Marketing, Public Relations, Sales, Networking, Hospitality, Program Management, Contract Negotiation, Social Networking, Start-ups, Nonprofits, Business Planning, Management, Budgets, Entrepreneurship, Training, Team Building, Social Media, Strategy, Business Strategy, Business Development, Leadership, Online Marketing, Small Business, Strategic Partnerships
Education
Middlebury College 2006 — 2007
M.A., German Studies
Arizona State University 2002 — 2005
B.A., German, Spanish
Fidelity Investments March 2012 - Present
Fidelity Investments August 2008 - March 2012
Fidelity Investments June 2007 - August 2008
The Newport Group October 2002 - June 2007
The Vanguard Group September 1999 - October 2002
The Vanguard Group July 1998 - September 1999
Skills
Retirement Planning, Defined Benefit, Mutual Funds, CRM, Management, 401k, Project Management, Customer Service, Retirement, Investments, Financial Services, Series 63, Series 7, Strategic Planning, Strategy
Education
University of Phoenix 1999 — 2001
MBA, Business Administration
Arizona State University 1995 — 1998
BA, Political Science
Sammons Retirement Solutions - Member of Sammons Financial Group December 2011 - Present
Principal Financial Group November 2008 - December 2011
Principal Global Investors May 2007 - November 2008
Principal Financial Group March 2005 - May 2007
Principal Financial Group December 2003 - March 2005
The Vanguard Group September 1997 - November 2003
Skills
Investments, Asset Allocation, Mutual Funds, Asset Management, Research, Wealth Management, Alternative Investments, Retirement Planning, Financial Planning, Investment Strategies, Financial Analysis, Financial Modeling, Risk Management, Strategic Planning, Financial Forecasting, Business Relationship..., Variance Analysis, Sales Presentations, 401k, Retirement, Investment Advisory, Portfolio Management, Finance, Financial Services, Life Insurance, Financial Advisory, Fixed Annuities, Strategic Financial...
Education
University of Phoenix 2001 — 2003
Masters of Business Administration, 2003
Arizona State University 1994 — 1996
Bachelor of Science Degree, Finance
University of Arizona 1989 — 1993
Industrial Engineering
Outdoor Grilling Company (www.outdoorgrillingcompany.com) January 2012 - Present
Home-Grown Industries of Ga, Inc. dba Mellow Mushroom February 2012 - January 2014
Adolfson & Peterson Construction 2006 - 2009
The Vanguard Group 2004 - 2006
Charles Schwab 2000 - 2004
Stantec 1997 - 1999
Wood-Patel & Associates 1996 - 1997
Kaminski-Hubbard Engineering 1993 - 1995
Skills
Construction, Strategic Planning, Construction Management, Process Scheduler, Submittals, Project Coordination, Road, Drainage, Stormwater Management, Contract Management, Change Orders, Project Bidding, Renovation, Project Estimation, Value Engineering, Construction Engineering, Business Development, Subcontracting, Engineering
Education
Arizona State University
Bachelor of Science Civil Engineering, Emphasis in Water Resources
Brother Rice High School
Siemens Healthcare January 2012 - Present
LP Consulting 2005 - Present
The Vanguard Group March 2011 - December 2011
Siemens Healthcare August 2010 - March 2011
The Vanguard Group 2005 - 2009
American Institute for CPCU 2003 - 2005
IBM 1997 - 2003
Ventana Communications Group 1995 - 1997
Various publishers 1990 - 1995
Education
American International College
BA
Ameritas July 2015 - Present
Vanguard March 2013 - July 2015
The Vanguard Group April 2010 - March 2013
Vanguard October 2003 - April 2010
The Vanguard Group August 1999 - October 2003
The Vanguard Group July 1998 - August 1999
Skills
Business Relationship..., Sales Support, Pricing Negotiation, Strategy Development, Business Strategy, Cross-functional Team..., Leading People, Investment Strategies, Strategy, Pricing Strategy, Leadership, Process Improvement, Sales Operations, Series 63, Coaching, Management, Strategic Planning, Investments, Business Development, Portfolio Management, Program Management, Mergers & Acquisitions, CRM, Relationship Management
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA
Arizona State University, W. P. Carey School of Business 1994 — 1998
B.S., Finance
The Vanguard Group, Inc. October 1999 - June 2010
Vanguard 1999 - 2010
The Vanguard Group 1999 - 2010
GE Healthcare (formerly Nycomed Amersham 1995 - 1999
Skills
Computer Network...
Education
Arcadia University 1988 — 1990
B.S. Computer Science
Temple University 1968 — 1972
B.S. Math Education
Roxborough High School 1964 — 1968
J.P. Morgan Private Bank September 2003 - Present
Charles Schwab - Institutional Investment Services October 2000 - September 2003
The Vanguard Group April 1996 - October 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java
Education
Arizona State University 1992 — 1995
Bachelor's Degree, Finance & Management
The Vanguard Group November 2012 - April 2014
West Chester University of Pennsylvania 2010 - 2012
Anderson University 2009 - 2010
Anderson University 2009 - 2010
Skills
Japanese to English..., Intercultural..., Research, Data Entry, Data Analysis, Leadership, Microsoft Excel, Microsoft Word, Microsoft Office, Outlook, Customer Service, Financial Analysis, Management, Marketing, Team Building, Critical Thinking, Sales, Social Media Marketing, PeopleSoft, Accounting, Team Leadership, Press Releases, Blogging
Education
West Chester University of Pennsylvania 2010 — 2012
Bachelor of Arts (BA), Political Science and Government
Anderson University 2008 — 2010
The Vanguard Group December 2012 - Present
The Vanguard Group May 2011 - December 2012
O'Donnell, Weiss & Mattei, P.C. November 2005 - June 2011
YWCA 2008 - 2010
Commerce Bank September 2001 - November 2005
Patriot Bank/ Zip Financial September 1999 - February 2001
Skills
Analysis, Microsoft Office, Research, Outlook, PowerPoint, Problem Solving, Policy, Banking, Writing, Financial Analysis, Team Building, Coaching, Estate Planning, Microsoft Excel, Microsoft Word, Process Improvement, Windows, Word, Excel, Access, Compliance
Education
Alvernia University 2006 — 2008
Bachelor's Degree, Political Science
Berks Technical Institute 2004 — 2006
Associate Degree, Specialized Business; Paralegal; Paralegal Studies
Self-Employed June 2014 - Present
Home August 2012 - June 2014
Wells Fargo March 2006 - August 2011
TIAA-CREF April 2005 - March 2006
The Vanguard Group 2004 - 2005
Skills
Retirement Planning, Relationship Development, Sales and Marketing, Client Relationship..., Investment Strategies, Product Knowledge and..., Tax Knowledge, Insurance
Education
Charlotte Law School 2011 — 2013
Juris Doctorate, Law
Appalachian State University 2000 — 2004
BSBA, Finance and Banking
The Vanguard Group August 1999 - Present
YMCA 2005 - 2011
Visakhapatam Steel Plant 1990 - 1995
Skills
Program Management, Management, SDLC, Business Analysis, Software Project..., Project Management, Agile Methodologies, Vendor Management, Process Improvement, Agile Project Management, Requirements Analysis, Financial Services, Relationship Management, Leadership, Risk Management, Business Planning, Team Building, Business Intelligence, IT Strategy, Business Process..., Change Management, PMP, CRM, Business Strategy, Team Management, Business Development, Product Management, Team Leadership, Finance, Mutual Funds, Investments, Analysis, Requirements Gathering, SQL
Education
Pennsylvania State University-Great Valley Graduate Center 2005 — 2009
MS, Information Systems
Pennsylvania State University-Great Valley Graduate Center 2000 — 2000
Client Server Technology Certificate Program, Visual Basic, Powerbuilder, Oracle
St. John's Church High School 1971 — 1993
High School Diploma, Math Honors
Acharya Nagarjuna University 1985 — 1990
B.Tech, Electronics and Communications
OppenheimerFunds July 2015 - Present
Credit Suisse June 2010 - July 2015
RBC Capital Markets March 2009 - June 2010
New School for Social Research September 2007 - June 2009
Credit Suisse Securities (USA) LLC January 2002 - March 2009
The Vanguard Group March 1996 - October 1998
Skills
Trading, Capital Markets, Fixed Income, Finance, Research, Hedge Funds, Derivatives, Analysis, Bloomberg, Credit, Strategy, Bonds, Management, Financial Markets, Investments, Portfolio Management, Equities, Valuation, Investment Banking, Financial Modeling, Structured Products, Economics
Education
The New School 2002 — 2004
MA, Economics (Finance)
University of Birmingham 1993 — 1995
MA, International Studies (Finance)
American University 1989 — 1993
BA, Political Science and Broadcast Journalism
RIA Sources LLC November 2014 - Present
Freelance Contributor June 2013 - October 2014
The Vanguard Group June 2010 - June 2013
Skills
Mutual Funds, Investments, Economics, Finance, Series 63, Equities, Series 6, Financial Analysis, Financial Modeling, Financial Statement..., Investment Advisory, Retirement, Portfolio Management, Asset Management, Public Policy, Microsoft Excel
Education
Arizona State University
Bachelor of Science (BS), Economics
The Vanguard Group January 2007 - Present
The Vanguard Group August 2003 - December 2006
The Vanguard Group September 1998 - July 2003
The Vanguard Group October 1996 - August 1998
Education
Arizona State University 2007 — 2010
Morehead State University 1990 — 1993
Aberdeen Asset Management December 2012 - Present
Aberdeen Asset Management May 2011 - December 2012
The Vanguard Group August 2010 - May 2011
The Vanguard Group September 2008 - August 2010
The Vanguard Group January 2010 - April 2010
The Vanguard Group January 2006 - September 2008
Skills
Mutual Funds, Financial Services, Asset Allocation, Retirement, Series 7, Portfolio Management, Securities, Relationship Management, Wealth Management, 401k, Salesforce.com, Business Development, FINRA, Public Speaking, Project Management, Separately Managed..., Uniform Combined State..., Business Relationship..., Options
Education
Albright College 2001 — 2005
Bachelor's Degree, Business Administration/Marketing
Cornerstone Financial Partners, Inc 2010 - Present
The Vanguard Group June 2008 - July 2010
Education
Appalachian State University 2005 — 2008
Finance & Banking
Lenoir-Rhyne College 2003 — 2005
Digitas Health LifeBrands August 2015 - Present
Independence Blue Cross February 2014 - June 2015
The Vanguard Group November 2004 - January 2013
Skills
Relationship Management, Customer Service, Process Improvement, Investments, Project Management, Mutual Funds, Business Analysis, 401k, Financial Services, Data Analysis, Retirement, Risk Management, Series 63, Series 6, Series 7
Education
Arizona State University 2000 — 2003
Bachelor's degree, English Language and Literature/Letters
Arizona State University
English
WorldPay US, Inc July 2013 - Present
The Biltmore Bank of Arizona April 2012 - July 2013
Bank of America September 2010 - March 2012
CENTURY 21 Arizona Foothills September 2009 - December 2010
KELLER WILLIAMS SOUTHWEST January 2006 - September 2009
THE VANGUARD GROUP May 2008 - August 2009
COLDWELL BANKER January 2000 - January 2006
SCOTTSDALE PUBLIC SCHOOLS January 1996 - January 1999
Skills
Series 63, Series 6, Investments, Real Estate, Fixed Annuities, Securities, Negotiation, First Time Home Buyers, Real Estate Transactions, Loans, Series 7, Term Life Insurance, Mortgage Lending, Selling, IRAs, Portfolio Management, Commercial Lending, Finance, FHA, Credit, Banking, Mortgage Banking, Small Business Lending, Sales, Loan Origination, Underwriting, Refinance, Commercial Banking
Education
Arizona State University 1993 — 1996
Bachelor of Arts, Elementary Education; Education
Arizona School of Real Estate
KDM Security Solutions Inc February 2011 - Present
General Dynamics November 2008 - February 2011
InterDigital Communications May 2006 - January 2008
The Vanguard Group October 2003 - May 2006
Motorola June 1984 - February 2002
Honeywell June 1981 - June 1984
Skills
Software Engineering, Software Development, Testing, Software Design, Embedded Software, C++, C, Linux, Wireless, Project Management, Operating Systems, Perl, Integration, Unix, Web Services (gsoap), Linux Kernel Modules
Education
Villanova University 2007 — 2007
wireless communications
Penn State University 2005 — 2006
MBA program
Arizona State University 1987 — 1988
Fine Arts - Sculpture
Moravian College 1977 — 1978
Computer Science
Lehigh University 1970 — 1974
Vanguard November 2009 - Present
Everything's Coming Up Roses, LLC January 2009 - Present
The Vanguard Group January 2009 - October 2009
The Vanguard Group June 2008 - December 2008
Video Gold Productions June 2007 - June 2008
Top Hat Productions January 2007 - April 2007
Education
Arcadia University 2003 — 2007
Bachelors, Theatre & English
Aegis Performance Group October 2014 - Present
GLS Worldwide LLC January 2014 - September 2014
GLS Worldwide LLC May 2012 - September 2014
SCC & Company September 2008 - June 2012
Center for Creative Leadership 2008 - 2012
Career Systems International June 2001 - May 2008
The Vanguard Group May 1997 - June 2001
Skills
Management Consulting, Leadership Development, Executive Coaching, Motivational Speaking, Organizational..., Strategy, Strategic Planning, Organizational..., HR Consulting, Performance Improvement, Team Building, Performance Management, Change Management, Coaching, Workshop Facilitation, Leadership, Talent Management, Employee Engagement, Career Development, Training, Talent Acquisition, Management, Consulting, Human Resources, Process Improvement, Executive Management, Business Strategy, Organizational Design, Strategic Thinking, Succession Planning, Culture Change, Management Development, Executive Development, Personal Development, Personnel Management, MBTI, 360 Feedback, Employee Training, Training Delivery, Business Coaching, Career Management, Emotional Intelligence
Education
West Chester University of Pennsylvania 1990 — 1992
MEd, Education
Albright College 1985 — 1989
BS, Nutrition
The Vanguard Group May 2011 - July 2013
Starwood Vacation Ownership January 2010 - May 2011
NAAAP Phoenix January 2010 - May 2011
Skills
Marketing, Strategy, Management, Sales, Public Relations, Analysis, Leadership, Business Development, Relationship Management, Process Improvement, Strategic Planning, Competitive Analysis, Microsoft Office, Investments, Project Management, Social Media Marketing, Microsoft Excel, Customer Service, PowerPoint, Social Media, Social Networking
Education
Thunderbird School of Global Management 2013 — 2014
Master of Business Administration (M.B.A.), Global Management
Arizona State University, W. P. Carey School of Business 2007 — 2009
Bachelor of Science, Marketing
Arizona State University 2005 — 2007
Minor, Asian Pacific American Studies
Wells Fargo Bank, N.A. August 2015 - Present
Wells Fargo Bank, N.A. May 2010 - August 2015
Wachovia Bank, N.A., A Wells Fargo Company 2004 - May 2010
Providence Day School July 2004 - October 2009
TIAA-CREF February 2004 - February 2005
The Vanguard Group September 1998 - February 2004
Skills
Mutual Funds, 401k, Retirement, Financial Services, Retirement Planning, Wealth Management, Defined Benefit, Banking, Investments, Fixed Annuities, Portfolio Management, Investment Advisory, Strategic Financial..., Financial Advisory, ERISA, Asset Management, Asset Allocation, Defined Contribution, Qualified Retirement..., Investment Strategies
Education
Appalachian State University 1995 — 1998
Bachelors of Science, Communications
Catawba College 1994 — 1995
Liberal Arts
Deloitte October 2014 - Present
OPM August 2010 - October 2014
National Geographic Channel January 2010 - May 2010
Dr. Maria Zimmitti, Ph.D. and Associates July 2007 - December 2009
Vanguard May 2009 - August 2009
Levick Strategic Communications February 2008 - December 2008
The Vanguard Group May 2008 - August 2008
Wyeth May 2007 - August 2007
Target February 2002 - January 2007
Skills
Press Releases, Editing, Newsletters, Crisis Communications, Corporate Communications, Research, Public Speaking, Training, Microsoft Excel, Strategic Communications, Television, Social Media, Event Planning, Public Relations, Government, Policy Analysis, Media Relations, Public Affairs, Human Resources, Policy, Interviews
Education
Georgetown University 2011 — 2012
Masters, Human Resources Management
The George Washington University 2011 — 2011
Masters, Human Resources
American University 2006 — 2010
B.A., Public Communication
Independent Consultant and Career Coach January 2014 - Present
United Way of Greater Philadelphia and Southern New Jersey August 2014 - December 2014
The Vanguard Group August 2008 - January 2014
United Way of Southeastern Pennsylvania August 2011 - December 2011
The BHQ, Willis N.A. March 2006 - February 2008
Independent Consultant/Contractor December 2001 - February 2006
CB Richard Ellis August 2000 - October 2001
Pennsylvania Convention Center Authority June 1996 - July 2000
United Bank of Philadelphia January 1994 - February 1996
Margolis Edelstein January 1989 - December 1993
Skills
Human Resources, Employee Relations, Employee Benefits, Project Management, Management, Leadership Development, Process Improvement, Finance, Benefits Administration, Coaching, Personnel Management, Training, Fundraising, Financial Services, Relationship Management, Leadership, Budgets, Policy, Administration, 401k, System Administration, Staff Development, Team Building, Analysis, Event Planning, Nonprofits, Banking, Microsoft Office, Event Management, Retirement, Documentation, Client Experience, Business Systems, Client Service, Benefits, Creative Problem Solving, Build Strong Teams, Recruiting, Mentoring, Onboarding, Customer Engagement, Volunteering, Consultative Approach, Program Management, Public Speaking, Customer Service, Interviews, Strategy
Education
Public Assembly Facilities Management School - Oglebay, WVA
Antioch University 1985 — 1987
Master of Arts (M.A.), Organizational Change & Development, 4.0
Indiana University of Pennsylvania 1978 — 1982
Bachelor of Arts (B.A.), Spanish/Business Administration
Philadelphia High School for Girls 1974 — 1978
High school diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program, Cum Laude graduate
Self-Employed April 2014 - Present
Balfour Beatty Communities May 2009 - December 2013
Merck February 2007 - November 2008
Act-1 August 2006 - January 2007
The Vanguard Group 1999 - 2004
Skills
Technical Writing, Microsoft Office, Training, SharePoint, Outlook, Microsoft Excel, Customer Service, Social Media, Public Speaking, PowerPoint, Team Building, Editing, Access, Troubleshooting, System Administration, Management
Education
Arizona State University 1996 — 1999
Bachelor of Arts (BA), English Literature (British and Commonwealth)
Montgomery County Community College 1994 — 1996
MetLife February 2014 - Present
Financial Independence Group March 2007 - December 2013
The Vanguard Group January 2006 - March 2007
Education
Appalachian State University 2001 — 2005
BSBA, Business Management
Wealth Engineering, LLC 2003 - Present
FPA January 2006 - December 2006
The Vanguard Group 1995 - 2003
Skills
Retirement Planning, Portfolio Management, Investments, Asset Allocation, Wealth Management, Estate Planning, Strategic Financial..., Asset Managment, Investment Advisory, Investment Strategies, Investment Management, Retirement, Fixed Income, Mutual Funds, Financial Advisory, IRAs, Wealth Management..., Personal Financial..., Certified Financial..., Asset Management, Finance
Education
Arizona State University
BS, Finance
Vanguard October 2012 - Present
VANGUARD October 2009 - Present
Vanguard October 2009 - October 2012
Vanguard October 2007 - October 2009
The Vanguard Group October 2004 - November 2007
Vanguard Group October 2003 - October 2004
Education
Arizona State University 2001 — 2003
BA, Humanities with emphasis in Film
Midwestern State University 1999 — 2000
MacKay Financial Planning, LLC October 2013 - Present
Central Trust & Investment Company November 2006 - October 2013
MHN March 2008 - December 2012
The Vanguard Group July 2001 - September 2006
Skills
Strategic Financial..., Retirement Planning, Investments, Portfolio Management, Wealth Management, Investment Management, Estate Planning, Investment Strategies, Asset Allocation, Investment Advisory, Financial Planners, Wealth Management..., Financial Advisory, Mutual Funds, Asset Managment
Education
Arizona State University - W. P. Carey School of Business 1999 — 2001
BS, Economics
College for Financial Planning 2003 — 2004
CFP, Financial Planning
Vanguard November 2013 - Present
Vanguard April 2012 - November 2013
The Vanguard Group March 2011 - April 2012
Wells Fargo Bank December 2009 - March 2011
Coghlan Financial Group June 2009 - October 2009
Keller Williams Realty October 2006 - August 2008
Skills
Technical Analysis, Fundamental Analysis, Equity Trading, Market Research, Margin Analysis, Options Strategies, Business Valuation, Financial Forecasting, Finance, Financial Analysis, Mutual Funds, Analysis, Management, Leadership, Equities, PowerPoint, Microsoft Excel
Education
Arizona State University 2015 — 2017
Master of Business Administration (MBA), Finance
San Diego State University 2007 — 2009
Bachelor of Science (B.S.), Business Finance
West Valley College
Associate's degree, Business Administration and Management, General
eBay Enterprise July 2015 - Present
BehaviorMatrix March 2014 - Present
mokrari June 2007 - Present
burst.it July 2011 - March 2014
Retail Decisions July 2008 - July 2011
The Vanguard Group June 2006 - June 2008
CSSI June 2000 - June 2008
University of Pennsylvania July 2004 - May 2007
Lock Haven University September 1996 - May 2000
IXKS December 1997 - September 1999
Skills
Machine Learning, Computer Vision, Data Mining, Fraud Prevention, Investments, Natural Language..., Information Retrieval, Image Processing, Recommender Systems, Statistics, Artificial Intelligence, Python, C++, Java, SQL, J2EE, Algorithms, R, Mathematics, Linux, Oracle, Java Enterprise Edition, Computer Science, Software Engineering, Distributed Systems, PostgreSQL, Analytics, Unix, Data Analysis, Hadoop, Amazon Web Services...
Education
University of Pennsylvania 2004 — 2007
Master of Engineering, Artificial Intelligence, Machine Learning
Lock Haven University of Pennsylvania 1996 — 2000
B.S., Computer Science, Management
American University in Bulgaria 1995 — 1996
N/A, Computer Science, Business Administration
University of Tirana 1994 — 1995
N/A, German, Economics
The Vanguard Group November 2009 - Present
Skills
Conceptual Ability, Project Management, Thought Leadership, Delegation, Financial Services, Leadership, Management, Time Management, Relationship Management, Series 7, Microsoft Office, Series 63, Series 6, Mutual Funds, Financial Analysis, Customer Service, Finance, Investments, Process Improvement, Strategic Planning, Microsoft Excel
Education
Thunderbird School of Global Management 2014 — 2016
Global MBA
Arizona State University 2001 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General, 3.37
First Trust March 2014 - Present
State Street June 2011 - March 2014
Goldman Sachs January 2010 - July 2011
The Vanguard Group August 2008 - February 2010
The Arizona Republic January 2007 - May 2008
Skills
Investments, ETFs, Cash Management, Portfolio Management, Financial Analysis, Investment Management, Fixed Income, Risk Management, Private Equity, Strategic Planning, Business Development, Communication Skills, Capital Markets, Equities, Alternative Investments, Asset Management, Treasury Management, Leadership, Latin American Business, Emerging Markets, New Business Development, Marketing Communications, Spanish, Latin America, Inversiones, Fondos cotizados en..., Inversiones alternativas, Análisis financiero, Gestión de cartera de..., Gestión de activos, Acciones, Capital de inversión, Rentas fijas, Mercados emergentes, Desarrollo empresarial, Gestión de inversiones, Gestión de riesgos, Mercado de capitales, Español, Planificación..., Liderazgo
Education
Georgetown University - The McDonough School of Business 2012 — 2014
Masters International Business
Arizona State University 2004 — 2008
Journalism and Political Science, Spanish, Public Relations
Vanguard April 2013 - Present
The Vanguard Group July 2010 - April 2013
Vanguard March 2009 - July 2010
Vanguard June 2007 - March 2009
Laidlaw & Company May 2006 - September 2006
Skills
Series 6, Series 63, Mutual Funds, Investments, FINRA, Financial Analysis, 401k, Securities, ETFs, Financial Services, Retirement Planning, Retirement, Microsoft Excel, Strategic Financial..., Bloomberg, Customer Service, Asset Allocation, Call Center, Coaching Staff, Leadership, Business Strategy, Relationship Management, Alternative Investments, Call Centers, Investment Strategies, Leadership Development, Financial Planning, CRM, Strategic Planning
Education
Arizona State University 2009 — 2011
Master of Business Administration (MBA), International Business, Finance
University of Delaware 2003 — 2007
Bachelor of Science (B.S.), Finance, Economics
General Motors August 2015 - Present
General Motors May 2014 - August 2015
The Silver Fund October 2013 - April 2014
The Vanguard Group May 2013 - August 2013
USAA September 2010 - August 2012
Edward Jones January 2010 - September 2010
The Church of Jesus Christ of Latter-day Saints September 2004 - September 2006
Skills
Retirement Planning, Investments, Term Life Insurance, Annuities, NPV, Cost Benefit, Capital Budgeting, Series 7, Whole Life, Universal Life, Excel models, Excel/VBA, Financial Analysis, Public Speaking, Fixed Annuities, Finance, Portfolio Management, Financial Services, Financial Modeling, Retirement, Data Analysis
Education
Brigham Young University
Master of Business Administration (MBA), Finance
Arizona State University
Global Business, Financial Management, 3.6
E.I. du Pont de Nemours and Company August 2012 - February 2013
The Vanguard Group November 2008 - May 2010
Sutherland & Collins October 1992 - April 1993
Private Law Practice June 1991 - October 1992
Paul, Frank & Collins February 1989 - June 1991
Phillips, Lytle, Hitchcock, Blaine & Huber 1983 - 1985
Skills
Paralegal Certificate, J.D., Tutor for English as a..., Volunteer for Recording..., Genealogy Researcher
Education
Syracuse University College of Law
J.D.
Adelphi University
Paralegal Certificate, Paralegal Studies
Marywood University
Bachelor of Arts (B.A.)
CVS Health February 2015 - Present
CVS Caremark Corporation December 2012 - Present
CVS Caremark Corporation September 2011 - December 2012
The Vanguard Group October 2010 - September 2011
Enterprise Rent-A-Car June 2009 - May 2010
Skills
Microsoft Office, Healthcare, Presentations, Public Speaking, Training, Medicare, Pharmacy Benefit..., Analysis, Data Analysis, Process Improvement, Account Management, Marketing, Program Management, Sales
Education
Arizona State University
Master of Business Administration (MBA) Candidate, Health/Health Care Administration/Management
University of Arizona 2005 — 2009
Bachelor of Arts (B.A.), Sociology and Marketing
Vanguard May 2014 - Present
The Vanguard Group June 2011 - May 2014
The Vanguard Group October 2009 - June 2011
The Vanguard Group August 2007 - October 2009
The Vanguard Group October 2005 - August 2007
Skills
Relationship Management, Series 7, Financial Services, Series 6, Leadership, CRM, Series 63, Retirement Planning, Wealth Management, Process Improvement, Investment Strategies, Portfolio Management, Consultative Sales..., Project Management, Microsoft Office, Marketing, Business Development, Sales, Investments, Management, Sales Process, Retirement, IRAs
Education
Appalachian State University 2001 — 2005
BSBA, Marketing/Management
Continuum Wealth Management, LLC 2007 - Present
The Vanguard Group 2006 - 2007
Skills
Retirement Planning, Personal Financial..., Wealth Management, Wealth Management..., Portfolio Management, Financial Advisory, Retirement, Investments, Investment Advisory, Investment Management, Investment Strategies, Asset Allocation, Asset Managment, Estate Planning, Mutual Funds, IRAs, Fixed Income, Retirement Savings, Savings, Saving for Education, College Savings Plans, 401k Rollovers, Inheritance Tax Planning, Wealth Preservation..., Certified Financial..., Registered Investment...
Education
Arizona State University
Bachelor of Science (BS), Business Management
Area Agency on Aging, Region One July 2011 - May 2012
Arizona Department of Economic Security August 2010 - May 2011
The Vanguard Group November 2007 - March 2008
Arizona Department of Revenue September 1997 - July 2007
Arizona Department of Revenue January 1985 - September 1997
Skills
Public Speaking, Non-profits, Strategic Planning, Leadership Development, Program Management, Workshop Facilitation, Project Management, Community Outreach, Social Services, Leadership, Case Managment, Fundraising, Strategy, Nonprofits, Managerial Finance, Organizational..., Organizational..., Process Improvement, Team Building, Conflict Resolution, Marketing, Volunteer Management, Finance, Customer Service, Research, Training, Community Development, Small Business, Analysis, Coaching, Public Relations, Policy, Management, Event Planning, Government, Case Management, Program Development, Staff Development, Budgets, Credit Unions, Event Management, Board of Directors, Board Governance, Consulting
Education
University of Oxford - Said Business School 2014 — 2014
Strategic Leadership Programme
Arizona State University 2010 — 2012
Masters of Social Work
University of Phoenix 1984 — 1986
MBA
Arizona State University 1974 — 1977
BS
Fiserv January 2005 - Present
The Vanguard Group 2004 - 2006
Symitar 2003 - 2005
Lavelle Murray Advertising Agency 2001 - 2001
Skills
Project Management, Salesforce.com, Strategic Planning, Marketing Communications, Marketing Strategy, CRM, Account Management, Product Marketing, Email Marketing, Marketing, Marketing Management, Vendor Management, New Business Development, Social Media Marketing, Business Development, Direct Marketing, Competitive Analysis, Digital Marketing
Education
Arcadia University 2007 — 2009
MBA, International Business
Bloomsburg University of Pennsylvania 1998 — 2002
Bachelors of Science, Business Administration - Marketing
Penn State University 1997 — 1998
BS, Business Administration, Marketing
Willensky Group, LLC February 2001 - Present
Michaels & Associates 2004 - February 2009
Self-employed January 2001 - October 2004
The Vanguard Group March 1997 - January 2001
Skills
Articulate Studio, Captivate, Instructional Design, E-Learning, Training, Information Design, Technology Needs..., Blended Learning, ADDIE, Needs Analysis, Instructor-led Training, Learning Management..., Learning Management, SnagIt, Hands-on Training, Job Aids, Instructional Technology, Performance Consulting, Camtasia, Social Learning, EMR Training, E-Learning Consulting, Cerner, Cerner_LearningLive, Articulate Storyline, LearningLIVE
Education
Arizona State University 2000 — 2001
M.Ed., Educational Technology
Arizona State University 1997 — 1999
B.A., English
Los Compadres February 2014 - Present
Vanguard December 2013 - February 2014
Vanguard July 2012 - August 2013
Vanguard January 2010 - July 2012
The Vanguard Group September 2008 - January 2010
Vanguard February 2006 - September 2008
Skills
Restaurant Management, Restaurant Marketing, Catering, Marketing Strategy, Social Media Marketing, Menu Engineering, Event Planning, Restaurants, Customer Service, Food Cost Analysis, Change Management, Management, Series 7, Financial Services, Project Management, Series 6, Series 63, Leadership, series 26, Operations Management, SharePoint
Education
Arizona State University 2002 — 2006
Bachelor of Science (BS), Global Business - Marketing
The Vanguard Group March 2000 - February 2007
RPA Associates 1998 - 1999
Right Management Consultants 1997 - 1998
Dale E. Anstine 1995 - 1997
Education
Alvernia University 1998 — 2000
BS
Penn State University 1993 — 1995
Penn State University 1991 — 1993
Associates
Delone Catholic High School 1988 — 1991
Vanguard February 2014 - Present
Vanguard September 2012 - January 2014
Vanguard July 2008 - August 2012
The Vanguard Group October 2006 - July 2008
Vanguard Group July 2005 - October 2006
McDonald Investments Inc. December 2003 - July 2005
McDonald Investments Inc. January 2001 - September 2003
Skills
Strategic Financial..., Retirement Planning, Investments, Asset Allocation, Portfolio Management, Financial Planning, Series 63, Insurance, Estate Planning, Mutual Funds, Series 6
Education
Arizona State University, W. P. Carey School of Business 2005 — 2007
MBA
Cleveland State University 1997 — 2000
BBA
Acurian December 2012 - Present
LiquidHub October 2012 - December 2012
LiquidHub January 2012 - October 2012
LiquidHub April 2011 - January 2012
SEI November 2009 - June 2011
Strategic Systems Solutions February 2003 - December 2009
Deutsche Bank 1998 - 2003
The Vanguard Group June 1997 - May 1998
Skills
Java, J2EE Application..., Spring, Hibernate, iBatis, Struts, Web Services, XML, WebCenter, oracle, Oracle Fusion Middleware, JDeveloper, RAD, WebSphere MQ, Weblogic, Websphere, Oracle, Agile Project Management, Requirements Analysis, Software Development, Agile Methodologies, Enterprise Architecture, Unix, SDLC, Requirements Gathering, Spring Framework, Java Enterprise Edition
Education
LTI 1978 — 1983
Saint Petersburg State Technological University of Plant Polymers 1978 — 1983
DPT Business School
Bank of America July 2011 - Present
The Vanguard Group January 2011 - June 2011
The Vanguard Group January 2008 - December 2010
Vanguard April 2001 - December 2007
Great American Insurance August 1997 - March 2001
Great American Financial Resources August 1997 - September 1998
Datamatics June 1994 - August 1997
Skills
Netezza, Teradata, Spotfire, Business Intelligence, Cognos, Aprimo, Data Warehousing, COBOL, HADOOP, DB2, CICS, Agile Methodologies, Credit Risk, Solution Architecture, Hadoop, Governance, SOA, Oracle, Integration, ETL
Education
Saint Joseph's University - Erivan K. Haub School of Business 2012 — 2017
MBA, Business Intelligence
Andhra University 1989 — 1993
B Tech, Chemical Engineering
PB Siddartha College 1987 — 1989
Intermediate, MPC
Vanguard July 2011 - Present
Delaware Valley College January 2005 - May 2013
Vanguard February 2010 - July 2011
The Vanguard Group April 2006 - February 2010
TruMark Financial Credit Union 1996 - 1997
Skills
SharePoint, Management, Siebel, Data Quality, Statistics, Reporting Technologies, Business Technology, Business Intelligence, CRM, Change Management, Integration, Project Management, Team Leadership, Consulting, Business Analysis, Process Improvement, Data Analysis, Finance, Business Strategy, Leadership, Financial Services, Mutual Funds
Education
Pennsylvania State University-Great Valley Graduate Center 2003 — 2006
Master of Science (M.S.), Information Science
Arcadia University 1998 — 2003
Bachelor of Arts (B.A.), Business Administration/Finance
Delaware Valley College
Finance, Business Administration and Management, General
Fidelity Investments January 2015 - Present
Fidelity Investments December 2010 - December 2014
USAA February 2009 - December 2010
Merrill Lynch April 2007 - December 2008
The Vanguard Group January 2005 - April 2007
Skills
Series 7, Retirement, Financial Services, Series 63, Portfolio Management, Retirement Planning, Estate Planning, Life Insurance, Strategic Financial..., Financial Advisory, Investments, Series 65, Investment Advisory, Investment Strategies, Analysis
Education
Arizona State University 2001 — 2004
B.S., Finance
Arizona State University, W. P. Carey School of Business 2001 — 2004
Bachelor of Science (BS), Finance
Charles Schwab April 2012 - Present
The Vanguard Group May 2008 - April 2012
PFPC, Inc September 2003 - May 2008
PNC Global Investment Servicing 2003 - 2008
Skills
Tax, Corporate Tax, Accounting, Tax Accounting, SEC filings, Financial Reporting, Income Tax, Internal Controls, Sarbanes-Oxley Act, Financial Accounting, General Ledger, Mutual Funds, Accruals, GAAP, Tax Research, Tax Preparation
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 1999 — 2000
Master's degree, Tax
Shenyang University of Technology 1991 — 1995
B.S., Accounting
MFS Investment Management October 2009 - Present
MFS Investment Management August 2008 - October 2009
MFS Investment Management July 2007 - August 2008
MFS Investment Management July 2005 - June 2007
The Vanguard Group June 2003 - June 2005
Skills
Series 6, Series 7, Series 24, Series 63, Mutual Funds, Public Seminars
Education
Arizona State University 1999 — 2003
BA, Finance
Charlotte Mecklenburg Schools December 2008 - Present
The Vanguard Group November 2007 - November 2008
University Hospital June 2007 - December 2007
Charlotte Mecklenburg Schools August 2006 - June 2007
Skills
Staff Development, Community Outreach, Public Speaking, Elementary Education, Classroom Management, Lesson Planning, Differentiated..., PowerPoint, Literacy, Research, Higher Education
Education
Appalachian State University 2002 — 2006
Bachelors, Elementary Education
Northside
Northside Christian
Northside Christian
Vanguard 2010 - Present
The Vanguard Group 2002 - Present
The Vanguard Group December 1998 - March 2002
Skills
Financial Services, Testing, Business Analysis, Software Development, Fixed Income, Trading Systems, Equity Systems, Charles River IMS, Microsoft SQL Server, Equities, SDLC, Systems Analysis, Sybase, Visio, Trading
Education
Albright College 1985 — 1993
BS, Computer Science
Albright College
The Vanguard Group January 2004 - February 2008
Education
Appalachian State University 1997 — 2003
The Vanguard Group July 1995 - Present
Meridian Bank 1987 - 1995
General Battery August 1983 - July 1987
Gilbert/Commonwealth Associates June 1974 - July 1983
Skills
Requirements Analysis, DB2, Unix, SDLC, Agile Methodologies, Oracle, Business Analysis, Enterprise Architecture, Visio, Software Project..., SQL
Education
Albright College 1976 — 1980
Business Adm/Information Systems
Vanguard Group March 2006 - Present
The Vanguard Group November 1997 - March 2006
Skills
Financial Services, Series 7, Mutual Funds, Series 63, Securities, Investments, 401k, Equities, Portfolio Management, Retirement Planning, Asset Management
Education
Arizona State University
Bachelor of Science, Accountancy
Fulton Financial Corporation February 2014 - Present
MidAtlantic Farm Credit May 2009 - February 2014
Bentley Systems February 2005 - February 2009
Pfizer Consumer Healthcare October 2000 - September 2004
The Vanguard Group January 1999 - October 2000
Skills
Strategic Planning, Risk Management, Account Management, Access, Customer Service, Accounts Receivable, Leadership Development, Training, Microsoft Excel, Team Leadership, Finance, Public Speaking, Business Analysis, Analysis, Leadership, Process Improvement
Education
Alvernia University 2010 — 2015
Master of Business Administration (MBA)
La Salle University 1991 — 1995
Lancaster Catholic 1987 — 1991
MMC 2006 - Present
The Vanguard Group 1999 - 2006
Towers Watson 1998 - 1999
Ceridian 1997 - 1998
Skills
Compliance, Employee Benefits, Benefits, Benefits Administration, Risk Management, Mergers, Employee Relations, Vendor Management, Due Diligence, ERISA, Employment Law, Contract Negotiation, Compensation, Team Building, Budgeting, Mergers & Acquisitions, Deferred Compensation, Change Management, Process Improvement, Budgets, Human Resources
Education
Duquesne University 2002 — 2004
Master of Arts (MA), Organizational Leadership
Albright College 1993 — 1997
Frontegra Asset Management October 2012 - Present
Russell ETFs March 2011 - August 2012
Morgan Stanley Investment Management March 2000 - March 2011
The Vanguard Group September 1995 - March 2000
Skills
Alternative Investments, Asset Management, ETFs, Asset Allocation, Relationship Management, Fixed Income, Wealth Management, Portfolio Management, Private Equity, Investment Management, Asset Managment, Hedge Funds, RIA, Sales, Client Development, Product Development, Product Management, Product Marketing, Equities, Derivatives, Investments, Mutual Funds, Financial Services, Series 7
Education
Drexel University - LeBow College of Business 1997 — 1999
MBA, Finance - Investment Management
Arcadia University 1989 — 1993
B.S., Finance, General
Archbishop Wood
The Vanguard Group September 2007 - Present
Vanguard January 2005 - September 2007
Vanguard January 2001 - January 2005
Vanguard September 1999 - January 2001
Vanguard November 1997 - September 1999
Vanguard September 1996 - November 1997
Skills
Series 63, Series 6, Mutual Funds, Series 7, Series 24, Series 4
Education
Arizona State University 2012 — 2013
Bachelor of Arts (B.A.), Business- Legal Studies
Western International University 2005 — 2011
Associate of Arts (A.A.), Business Administration and Management, General, 3.85
Liberty Mutual Insurance February 2003 - Present
The Vanguard Group September 1996 - February 2003
Skills
Property & Casualty..., Variable Annuities, Whole Life, Term Life Insurance, Umbrella Insurance, Voluntary Employee..., Wealth Management, Series 6, Series 63, Customer Satisfaction, Underwriting
Education
Arizona State University 1998 — 2002
B.S., Economics
Indiana University of Pennsylvania 1991 — 1996
German
The Vanguard Group May 2007 - Present
Towers Perrin May 1989 - April 2005
Skills
SDLC, Disaster Recovery, Business Analysis, Vendor Management, SharePoint, Visio, ITIL, IT Management, Active Directory, Software Documentation, Enterprise Architecture, SQL, Troubleshooting, Process Improvement, Project Management
Education
Alabama State University 1983 — 1988
Bachelor of Science (BS), Computer and Information Sciences and Support Services
Serco June 2013 - Present
DHS FEMA April 2011 - June 2013
United States Department of Homeland Security March 2009 - May 2012
DHS, OPO, OHAAD April 2010 - April 2011
U.S. Coast Guard April 2009 - April 2010
State of Arizona Office of the Auditor General September 2008 - March 2009
Institute for Supply Management (ISM) 2007 - 2008
Raytheon May 2007 - August 2007
Infusion Software February 2006 - August 2006
The Vanguard Group February 2004 - February 2006
Skills
Government, Contract Management, Government Contracting, Government Procurement, Policy, Procurement, Analysis, Process Improvement, Contract Negotiation, Program Management, Negotiation, Supply Chain Management, Microsoft Office, Commercial Contracts, Management, Business Process..., Strategic Sourcing, Supply Management
Education
Arizona State University 2006 — 2008
MBA, Supply Chain Management
Arizona State University - W. P. Carey School of Business 2006 — 2008
MBA, Supply Chain
Northern Arizona University-The W. A. Franke College of Business 2000 — 2002
BSBA, Management
Vanguard January 2010 - Present
Vanguard 2010 - Present
The Vanguard Group 2003 - Present
Vanguard December 1998 - Present
Meridian Bank October 1985 - November 1998
Education
Albright College 1985 — 1993
BS, Computer Science
TD Ameritrade August 2005 - Present
The Vanguard Group October 1999 - July 2005
Skills
Series 24, Series 7, Mutual Funds, Series 63, Securities, Risk Management, Investment Strategies, Equities, FINRA, Financial Advisory, Portfolio Management, Fixed Income, Asset Allocation, Retirement Planning, Investments, Options, Investment Advisory, Wealth Management, ETFs, Asset Management, Financial Services, Alternative Investments, Relationship Management
Education
Arizona State University 1992 — 1996
Goldman Sachs January 2010 - July 2011
Goldman Sachs November 2007 - December 2009
The Vanguard Group July 2006 - November 2007
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Finance and Accounting
Arcadia University 2002 — 2006
BA, International Business, Finance, Economics
Università per Stranieri di Perugia 2005 — 2005
Advanced Italian course
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 1997 — 1999
High School
The Vanguard Group November 1994 - Present
Phoenix Suns October 1999 - Present
Maricopa Community Colleges May 2002 - December 2006
Skills
Microsoft Office, Process Improvement, Networking, Project Management, Disaster Recovery, Business Analysis, System Administration, SharePoint, Active Directory, Team Building, Windows, Risk Management, Relationship Management, Troubleshooting, Visio, PowerPoint, Financial Services, Computer Hardware
Education
University of Phoenix 2003 — 2004
MSCIS, Computer Information Systems
Arizona State University 1988 — 1992
BS, Psychology
RBC Wealth Management November 2012 - Present
Morgan Stanley Wealth Management April 2010 - November 2012
The Vanguard Group October 2008 - April 2010
Skills
Series 7, Series 66, Investment Advisory, Wealth Management..., Finance, Financial Advisory, Pensions, CRM, Investment Strategies, Equities, Training, Hedge Funds, Fixed Income
Education
Arizona State University - W. P. Carey School of Business 2004 — 2008
Bachelor of Science
Colliers International Greater Phoenix March 2012 - Present
Colliers International August 2010 - March 2012
Marcus & Millichap October 2006 - March 2009
Marcus & Millichap 2006 - 2008
ING Funds 2005 - 2005
The Vanguard Group 1999 - 2005
Skills
Real Estate, Market Analysis, Financial Modeling, Market Research, Forecasting, Data Analysis, Marketing, Research, Financial Analysis, Project Management, Analysis, Commercial Real Estate, Location Intelligence
Education
Arizona State University - W. P. Carey School of Business 2001 — 2003
MBA, Business
University of Maryland College Park 1992 — 1996
BA, Government & Politics
Rodale Inc. April 2015 - Present
Human Resources Consulting Services September 2008 - Present
The Walt Disney Company May 2011 - June 2014
SAP September 2009 - August 2010
Kenexa May 2006 - August 2008
EDS 2004 - 2006
The Vanguard Group 1996 - 2004
Independent Consultant February 1995 - November 1996
National Computer Systems May 1992 - February 1995
Skills
Strategy, Business Process..., CRM, Program Management, Change Management, Recruiting, Outsourcing, Process Improvement, Organizational..., SDLC, Management, Project Management, IT Strategy, Training, Strategic Planning, Leadership, Integration, Human Resources, Employee Engagement, Consulting, Talent Acquisition, SaaS, Employee Relations, Employee Benefits, HRIS, HR Policies, HR Consulting, HR Software, HR Project Management, HR Transformation, Strategic HR, Six Sigma, Six Thinking Hats, SEI CMM, Iso 9000, Talent Management, Organizational..., Organizational Design, Organizational..., Organizational Structure, Organizational Behavior, Transformational..., Benefits Administration, Benefits Negotiation, Onboarding, Labor Management, Retention Management
Education
Alverno College
Certified Emotional Intelligence Coach
The George Washington University
Certification
Vanguard September 2013 - Present
Vanguard November 2011 - September 2013
The Vanguard Group October 2009 - November 2011
The Vanguard Group July 2008 - October 2009
The Vanguard Group June 2007 - July 2008
Inlign Wealth Management May 2006 - June 2007
Skills
Series 63, Investments, Series 6, Financial Analysis, Series 7, Mutual Funds
Education
Arizona State University 2004 — 2006
Bachelor of Science, Finance
The Vanguard Group 2006 - Present
Vanguard 2000 - 2006
Itron Siemens 1997 - 1999
Skills
Agile Methodologies, Java, SDLC, Agile Project Management, Spring, Requirements Analysis, Software Project..., SQL, Scrum, Subversion, Unix, Waterfall, XML, Enterprise Architecture, Problem Solving, Troubleshooting, Unix Administration, Oracle Database..., TIBCO, Control-M, Shell Scripting
Education
University of North Carolina at Charlotte 1999 — 2000
Master's degree, Computer Science
Universidad Nacional de San Luis 1990 — 1997
Licentiate degree, Computer Science
The Vanguard Group September 1999 - Present
Skills
Series 63, Strategic Financial..., Series 7, Retirement Planning
Education
Arizona State University - W. P. Carey School of Business 2001 — 2003
MBA
University of Scranton 1995 — 1999
Vanguard January 2008 - Present
StarCrafters, Inc January 2005 - Present
Junior Achievements 2001 - Present
The Vanguard Group March 2008 - July 2010
United Parcel Services 2003 - 2007
United Parcel Service January 2001 - 2003
Education
Aarhus Universitet 2007 — 2008
BA, International Business
University of North Carolina at Greensboro 2002 — 2006
BA, Business Administration
North Carolina State University 1998 — 2002
Civil and Enviromental Engineering
Arhus School of Business
applied studies, all
Graduate of the University of North Carolina at
Bachelor of Science, Business Administration; Business Studies
North Carolina State University
Civil and Evironmental Engineering
The Vanguard Group October 2012 - Present
The Vanguard Group August 2011 - October 2012
The Vanguard Group July 2010 - August 2011
The Vanguard Group September 2008 - July 2010
Skills
Series 7, Series 63, Investments, Mutual Funds, ETFs, Finance, Asset Allocation, Financial Analysis, Investment Strategies, Retirement Planning
Education
Arizona State University, W. P. Carey School of Business 2011 — 2013
Master of Business Administration (M.B.A.)
Virginia Polytechnic Institute and State University 2000 — 2005
Bachelor's, Finance
Greater Phoenix Economic Council May 2012 - Present
Arizona State University Foundation January 2009 - May 2012
Morgan Stanley December 2007 - January 2009
The Vanguard Group January 2006 - December 2007
Skills
Series 7, Community Outreach, Research, FINRA, Economic Development, Non-profits, Uniform Combined State..., Public Policy
Education
Thunderbird School of Global Management
Executive Education - Global Leadership Certificate, Leading and Managing in Turbulent Times
Arizona State University
BIS, Business, Philosophy
Arizona State University
MPA, Public Administration/Public Policy
The Vanguard Group June 1998 - Present
IBM - Lotus Development Group April 1996 - June 1998
Unisys Corporation January 1985 - April 1995
Skills
Project Management, SDLC, Agile Methodologies, Business Analysis, Project Delivery, Vendor Management, Software Project..., Enterprise Architecture, Visio, PMO, PMP, Requirements Analysis, Scrum, Software Development, Java
Education
Arcadia University 1984 — 1985
B.S., Computer Science
Zenefits September 2015 - Present
MassMutual Financial Group January 2013 - September 2015
The Hartford March 2011 - January 2013
US Bank December 2008 - March 2011
The Vanguard Group October 2006 - September 2008
Skills
Retirement Planning, Sales, Financial Advisory, Series 63, Series 6, Mutual Funds, 401k, Retirement, Investments, Asset Allocation, Wealth Management, Securities, Series 7, Variable Annuities, IRAs, Investment Advisory, ETFs, Series 24, Employee Benefits, Fixed Annuities, Series 65
Education
Arizona State University
Bachelor of Arts (B.A.), Sociology
The Vanguard Group May 2007 - Present
Education
Alvernia University 2010 — 2012
MBA, Economics and Commuity Action
Albright College 2006 — 2008
Albright College 1967 — 1971
Bank of America October 2005 - January 2009
The Vanguard Group November 1999 - October 2005
Sun America Securities July 1997 - October 1999
Swan Shipping Corporation May 1992 - June 1997
Skills
Leadership, Strategic Partnerships, Portfolio Management, Management, CRM, Strategy, Financial Analysis
Education
Arizona State University 1990 — 1992
BS, Economics, Political Science and Pre Law
New Jersey Motor Vehicle Commission November 2011 - Present
The Vanguard Group August 2010 - October 2011
Verizon Wireless November 2009 - July 2010
NYK Line March 2006 - October 2009
TI April 2005 - February 2006
Verizon March 2003 - March 2005
Infosys 2002 - 2005
Education
Indian Institute of Technology, Madras 2000 — 2002
MTech, Offshore Structures
Andhra University 1995 — 1999
BTech, Civil Engineering
Capital Group August 2013 - Present
Nuveen Investments June 2012 - August 2013
Nuveen Investments October 2010 - June 2012
The Vanguard Group March 2009 - October 2010
The Vanguard Group December 2007 - March 2009
The Vanguard Group October 2006 - December 2007
Home Depot At-Home Services September 2005 - October 2006
Skills
Investments, Mutual Funds, ETFs, Stocks, Bonds, RFP preparation, Investment Marketing, RFP, Capital Markets, Asset Allocation, Fixed Income, Equities, Financial Modeling, Securities, Portfolio Management, Risk Management, Financial Analysis
Education
Arizona State University, W. P. Carey School of Business 2008 — 2009
Master of Business Administration, Business Administration and Management, General
Western International University 2003 — 2006
Bachelor of Science, International Business
Henderson State University 2002 — 2003
Business Administration
Exemplary High School of Mathematics 1996 — 2002
High School Diploma, Mathematics, English
Orbital Sciences Corporation October 2006 - Present
The Vanguard Group July 2005 - October 2006
Brinker International 1996 - 2005
Skills
Microsoft Excel, Financial Analysis, Process Improvement, Microsoft Office, Earned Value Management, Budgets, Program Management, Analysis, Variance Analysis, Forecasting, Financial Reporting
Education
Arizona State University - W. P. Carey School of Business 2007 — 2009
MBA, Business
Vanguard August 2015 - Present
The Vanguard Group April 2014 - August 2015
J.P. Morgan April 2011 - April 2014
JPMorgan Chase November 2011 - March 2014
Skills
Bilingual English /..., Customer Service &..., •Sales & Account..., •Promotional Strategy..., Small Business Lending, Loans, Commercial Lending, Credit, Banking, Leadership, Financial Analysis, Portfolio Management
Education
Arizona State University 2006 — 2008
Bachelor of Business,, Finance and Financial Management Services
The Vanguard Group January 2001 - Present
Prudential Financial March 1993 - December 2000
Education
Arizona State University
Bachelor of Arts (B.A.), Economics
Epiq Systems February 2014 - Present
Great-West Financial November 2013 - February 2014
Vanguard September 2011 - June 2013
The Vanguard Group August 2010 - September 2011
Heating & Cooling Two, Inc. December 2009 - July 2010
CLUES April 2009 - March 2010
Skills
Customer Service, CRM, Microsoft Excel, Finance, ERISA, Leadership, Pop Culture, Social Media, 401k, Telephone Skills, Microsoft Word, Employee Benefits, Defined Contribution, Strategic Planning, Friendly Personality, Employee Relations, Marketing, Payroll, Time Management, Customer Relations, Team Building, Training, Social Networking, Human Resources, Spanish, Defined Benefit, Word, Excel, Interviews, Facebook, Investments, Retirement Planning, PowerPoint, Outlook, Process Improvement, Project Management, Retirement, Chapter 7, Bankruptcy, Trustee Administration, Problem Solving, iOS, Territory Management, Mobile Applications, SAP, Relationship Management, Project, Event Planning, Problem, Account Management
Education
Universidad de Iberoamérica 2003 — 2007
B.A, Psychology, 4.0 GPA
Loyola University New Orleans 2001 — 2003
Business Administration, Finance
Wells Fargo Advisors, LLC July 2013 - Present
Vanguard June 2012 - July 2013
The Vanguard Group May 2011 - June 2012
Red Ventures December 2010 - March 2011
Skills
Customer Service, Project Management, CRM, Advertising, PowerPoint
Education
Appalachian State University 2005 — 2009
Bachelor of Science (B.S.) Business Administration, International Business and German Lnaguage
The Vanguard Group June 2011 - March 2014
Farmers Insurance August 2009 - June 2011
Roshambo Delivery 2010 - 2010
Roshambo Delivery 2010 - 2010
First Investors Corporation September 2008 - June 2009
Skills
Risk Management, Mutual Funds, Commercial Insurance, Financial Services, Series 63, Retirement Planning, Insurance, Investments, Series 6, Series 7, Relationship Management, Customer Service, CRM, Strategic Financial..., Marketing, Sales
Education
Arizona State University - W. P. Carey School of Business 2005 — 2008
B.S., Marketing
State Farm Insurance July 2014 - Present
Vanguard June 2011 - January 2013
The Vanguard Group August 2010 - June 2011
Skills
Series 63, Mutual Funds, Series 6, Asset Allocation, Retirement Planning, Investment Strategies, Wealth Management, Securities, 401k, Investment Management, Retirement, PowerPoint, Microsoft Excel, Customer Service
Education
Arizona State University 2014 — 2017
Bachelor of Science (BS), Accountancy
University of Arizona 2004 — 2010
BA, Italian
The Vanguard Group August 2005 - Present
Skills
Series 7, Series 63, Series 65
Education
Arizona State University, W. P. Carey School of Business
Bachelor of Science (BS), Business Administration
The Vanguard Group August 2010 - Present
Camp Fire Council of Greater Arizona April 2008 - April 2010
Oaxaca Restaurant September 2008 - May 2009
WaterTyme I August 2004 - April 2009
Skills
Public Relations, Curriculum Design, Customer Satisfaction, Investments, Teaching, Retirement Planning, Customer Service, Leadership, Microsoft Office, Public Speaking, Financial Services, Event Planning, Retirement, Training, Coaching, Microsoft Word, Financial Analysis, Time Management, Event Management, Research, PowerPoint, Social Networking, Strategic Planning, Social Media
Education
Arizona State University West 2007 — 2010
Bachelor of Science, Human Communication
Phoenix Community College 2003 — 2006
Associates Degree of, Education
Trevor G. Browne High School 1996 — 2000
High School Diploma, General Education
The Vanguard Group 2011 - Present
Hutchby & Yates, LLC December 2007 - January 2011
Triune Capital Advisors 2004 - 2007
Skills
Strategic Financial..., Financial Analysis, ETFs, Business Strategy, Investments, Sales Management, Asset Allocation, Series 7, Asset Management
Education
Appalachian State University 1990 — 1994
BSBA, Finance
Glencore February 2014 - Present
Elustria Capital Partners May 2011 - October 2013
JPMorgan 2008 - April 2011
JPMorgan July 2009 - October 2009
The Vanguard Group 2007 - 2007
Skills
Options, Equities, Bloomberg, Investment Banking, Fixed Income, Derivatives, Prime Brokerage, Capital Markets, Alternative Investments, Hedge Funds, FX Options, Trading Systems, Energy Industry, Natural Gas, Financial Modeling
Education
Arizona State University 2005 — 2009
Finance
Vanguard July 2011 - Present
The Vanguard Group September 2008 - June 2011
Education
Albright College 2002 — 2006
Economics / Business Management
Drexel University - LeBow College of Business
MBA
Geneva, Kent State
TIAA-CREF August 2013 - Present
TRUPOINT Partners April 2013 - August 2013
The DARTON GROUP July 2012 - October 2012
Robert Half Technology March 2011 - June 2012
The Vanguard Group February 2005 - March 2011
The Vanguard Group February 2004 - February 2005
Clear Channel Charlotte 2002 - 2004
Skills
Mutual Funds, Sales, Account Management, Series 6, Series 63, Media, Promotions, Marketing, Business Development, Cold Calling, Portfolio Management, Management, Strategy, Finance, Retirement, IRAs, Customer Oriented, Technical Recruiting, CRM, Financial Services, Salesforce.com, Building Relationships, Time Management, Sales Presentations, SaaS, Sales Process, Process Improvement, Leadership
Education
Appalachian State University 2000 — 2003
BSBA, Management
Homewood-Flossmoor High School
The Vanguard Group 2005 - Present
Skills
Financial Services, Equities, Bloomberg, Securities, Mutual Funds, Investments, Fixed Income, Lotus Notes, Corporate Actions, Asset Management, Wealth Management, Portfolio Management
Education
Arizona State University, W. P. Carey School of Business
BS Economics
The Vanguard Group
Skills
Series 7, Retirement Planning, Retirement
Education
Albright College 2013 — 2015
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
Chandler/Gilbert Community College 2008 — 2010
Associate of Arts (A.A.), Business/Corporate Communications, 3.5
The Vanguard Group 1998 - 2009
Skills
Highly Detailed, Customer Service, Coordination, Microsoft Word, Employee Benefits, Problem Solving, Training, Research, Communication, Retirement Planning, Organizational..., Strategic Planning
Education
Arizona State University 1996 — 1998
Graduate Certificate, Gerontology
Arizona State University 1986 — 1994
Sociology
The Vanguard Group November 2010 - Present
ACC Party Planning and Promotion LLC May 2010 - August 2013
Vanguard May 2008 - October 2010
24/7 Real Estate October 2007 - October 2008
New seasons Assisted Living August 2006 - January 2008
Education
Alvernia University 2014 — 2015
Master of Business Administration (MBA), Business Administration and Management, General, 3.9/4.0
La Salle University 2008 — 2011
Certificate, Business Administration and Management, General, 3.5/4.0
Saint Joseph's University 2005 — 2007
Bachelor of Science (BS), Legal Studies, General, 3.5/4.0
Community College of Philadelphia 2002 — 2004
Associate of Arts and Sciences (A.A.S.), Legal Assistant/Paralegal, 3.8/4.0
Vanguard October 2012 - Present
The Vanguard Group October 2010 - October 2012
Skills
Investments, Mutual Funds, Series 7, Asset Allocation, Series 63, Equities, Portfolio Management, Asset Management, Investment Strategies, Wealth Management, Investment Management, Retirement Planning, Securities, Investment Advisory
Education
Arizona State University