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
Employee
Years
Job
Industry
Lakshmi Harish Lakshmi Harish's The Vanguard Group Experience August 2006 - June 2007
Job Software Quality(Rapid Testing Solutions) at LONZA Pharma
Industry Computer Software
Experience
Lonza March 2009 - Present
Almac Clinical Technologies January 2008 - February 2009
The Vanguard Group August 2006 - June 2007
Siemens Medical Solutions May 2002 - August 2006
Skills
Agile Methodologies, SDLC, Requirements Analysis, Software Quality..., SQL, XML, Quality Assurance, Test Automation, Requirements Gathering, User Acceptance Testing, Scrum, Business Analysis, Test Management, Integration, Test Planning, Software Documentation, System Testing, Regression Testing, Manual Testing, Performance Testing, Unit Testing, Defect Tracking
Education
Bangalore University 2000 — 2004
Bachelor's, Computer science
Lonza March 2009 - Present
Almac Clinical Technologies January 2008 - February 2009
The Vanguard Group August 2006 - June 2007
Siemens Medical Solutions May 2002 - August 2006
Skills
Agile Methodologies, SDLC, Requirements Analysis, Software Quality..., SQL, XML, Quality Assurance, Test Automation, Requirements Gathering, User Acceptance Testing, Scrum, Business Analysis, Test Management, Integration, Test Planning, Software Documentation, System Testing, Regression Testing, Manual Testing, Performance Testing, Unit Testing, Defect Tracking
Education
Bangalore University 2000 — 2004
Bachelor's, Computer science
Genna Weiss Genna Weiss's The Vanguard Group Experience 2006 - 2008
Job Data Management | Data Quality | Data Analysis | Product Management | Media
Industry Internet
Experience
Omnicom Media Group November 2014 - Present
Givology January 2011 - December 2014
Annalect Group April 2014 - October 2014
Annalect Group July 2013 - March 2014
Analysis Exchange January 2012 - May 2013
Twist Mktg, a W20 Company June 2012 - December 2012
CMSWire 2011 - 2011
The Process Excellence Network (formerly Six Sigma & Process Excellence IQ), a division of IQPC 2008 - 2010
The Vanguard Group 2006 - 2008
The Vanguard Group 2005 - 2006
Skills
Web Analytics, Social Media Marketing, Google Analytics, Analytics, Online Marketing, Content Strategy, Data Analysis, Social Media Measurement, Content Marketing, Project Management, Radian6, HTML, SEO copywriting, Data Stewardship, Data Quality, GoodData, SQL, Product Management, Alteryx, Data Management, JIRA
Education
Bryn Mawr College 2001 — 2005
A.B., Economics
Omnicom Media Group November 2014 - Present
Givology January 2011 - December 2014
Annalect Group April 2014 - October 2014
Annalect Group July 2013 - March 2014
Analysis Exchange January 2012 - May 2013
Twist Mktg, a W20 Company June 2012 - December 2012
CMSWire 2011 - 2011
The Process Excellence Network (formerly Six Sigma & Process Excellence IQ), a division of IQPC 2008 - 2010
The Vanguard Group 2006 - 2008
The Vanguard Group 2005 - 2006
Skills
Web Analytics, Social Media Marketing, Google Analytics, Analytics, Online Marketing, Content Strategy, Data Analysis, Social Media Measurement, Content Marketing, Project Management, Radian6, HTML, SEO copywriting, Data Stewardship, Data Quality, GoodData, SQL, Product Management, Alteryx, Data Management, JIRA
Education
Bryn Mawr College 2001 — 2005
A.B., Economics
Laurie Doyle Laurie Doyle's The Vanguard Group Experience August 2004 - Present
Job Senior Graphic Designer at The Vanguard Group
Industry Design
Experience
The Vanguard Group August 2004 - Present
The Vanguard Group December 1999 - April 2003
Vanguard June 1998 - December 1999
Skills
Adobe Acrobat, InDesign, Illustrator, Layout, Dreamweaver, Brochures, QuarkXPress, Photoshop, Troubleshooting, Direct Mail, Template Creation, Typography, Press Checks, In-house Design, Clean Design, Comps, Sales Material, Visual Solutions, PowerPoint, Corporate Branding, Print Design, Color Theory, Color Correction, Professional Presence, Deadline Driven, Excellent communication..., Collaborative problem..., Social Media, Illustration, Watercolor, Acrylic, Party planning, Adobe Creative Suite, Interaction Design, Mac, Art Direction, User Experience, Web Design, Graphic Design
Education
Art Institute of Philadelphia
Graphic Design
Art Institute of Pittsburgh
Graphic Design
The Vanguard Group August 2004 - Present
The Vanguard Group December 1999 - April 2003
Vanguard June 1998 - December 1999
Skills
Adobe Acrobat, InDesign, Illustrator, Layout, Dreamweaver, Brochures, QuarkXPress, Photoshop, Troubleshooting, Direct Mail, Template Creation, Typography, Press Checks, In-house Design, Clean Design, Comps, Sales Material, Visual Solutions, PowerPoint, Corporate Branding, Print Design, Color Theory, Color Correction, Professional Presence, Deadline Driven, Excellent communication..., Collaborative problem..., Social Media, Illustration, Watercolor, Acrylic, Party planning, Adobe Creative Suite, Interaction Design, Mac, Art Direction, User Experience, Web Design, Graphic Design
Education
Art Institute of Philadelphia
Graphic Design
Art Institute of Pittsburgh
Graphic Design
Michelle Madison, SPHR Michelle Madison, SPHR's The Vanguard Group Experience May 2011 - June 2012
Job Human Resources Professional
Industry Human Resources
Experience
Rabobank October 2014 - Present
Sutter Health June 2013 - October 2014
Robert Half International December 2012 - May 2013
The Vanguard Group May 2011 - June 2012
Fiserv November 2007 - May 2011
Express Scripts, Inc March 2006 - November 2007
Go Daddy Software February 2005 - December 2005
Wireless Retail March 2003 - February 2005
Various Companies 1995 - 2003
Skills
Employee Relations, FMLA, EEOC, Performance Management, Employment Law, Recruiting, Onboarding, Leadership Development, Conflict Resolution, HR Policies, Team Building, Call Center, Human Resources, Call Centers, Personnel Management, New Hire Orientations, Training, Hiring, Sourcing, Benefits Administration, Applicant Tracking..., Talent Acquisition, Performance Appraisal, HRIS, Employee Training, Taleo, Employee Benefits, Coaching
Education
California State University-Chico 1989 — 1993
B.A., Journalism
University of Phoenix 2004 — 2005
Certificate, Human Resources
Rabobank October 2014 - Present
Sutter Health June 2013 - October 2014
Robert Half International December 2012 - May 2013
The Vanguard Group May 2011 - June 2012
Fiserv November 2007 - May 2011
Express Scripts, Inc March 2006 - November 2007
Go Daddy Software February 2005 - December 2005
Wireless Retail March 2003 - February 2005
Various Companies 1995 - 2003
Skills
Employee Relations, FMLA, EEOC, Performance Management, Employment Law, Recruiting, Onboarding, Leadership Development, Conflict Resolution, HR Policies, Team Building, Call Center, Human Resources, Call Centers, Personnel Management, New Hire Orientations, Training, Hiring, Sourcing, Benefits Administration, Applicant Tracking..., Talent Acquisition, Performance Appraisal, HRIS, Employee Training, Taleo, Employee Benefits, Coaching
Education
California State University-Chico 1989 — 1993
B.A., Journalism
University of Phoenix 2004 — 2005
Certificate, Human Resources
James Brendan Fahey James Brendan Fahey's The Vanguard Group Experience June 2013 - Present
Job Brokerage Associate at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group June 2013 - Present
Skills
Passed CFA Level 3, Series 7, Series 63, Bloomberg Terminal, Thomson One, Financial Analysis, Finance, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Microsoft Office, Research, Financial Modeling
Education
Lafayette College 2009 — 2013
Bachelor’s Degree, International Affairs; Minor in Economics & Business
Beijing Foreign Studies University 2012 — 2012
Chinese Language
Blair Academy 2005 — 2009
H.S.
The Vanguard Group June 2013 - Present
Skills
Passed CFA Level 3, Series 7, Series 63, Bloomberg Terminal, Thomson One, Financial Analysis, Finance, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Microsoft Office, Research, Financial Modeling
Education
Lafayette College 2009 — 2013
Bachelor’s Degree, International Affairs; Minor in Economics & Business
Beijing Foreign Studies University 2012 — 2012
Chinese Language
Blair Academy 2005 — 2009
H.S.
Vernon Richard's The Vanguard Group Experience November 2005 - June 2007
Job Retirement Educator at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2007 - Present
The Vanguard Group November 2005 - June 2007
Equifirst Corporation February 2005 - August 2005
Verizon Wireless 2003 - 2005
Skills
Retirement, Fixed Annuities, Financial Advisory, Leadership, IRAs, Series 63, Mutual Funds, Life Insurance, Sales, Retirement Planning, Business Planning, Risk Management, Banking, Investments, Management, Project Management, Investment Strategies, Insurance, Investment Advisory, Variable Annuities, Series 65, Wealth Management, Asset Allocation, Portfolio Management, 401k, Strategic Financial..., Financial Services, Securities, Relationship Management, FINRA, New Business Development, Series 6, Finance, Training, Mentoring, Learning & Development..., Financial Coaching, Public Speaking, Facilitation, Consulting, Toastmasters
Education
Capella University 2012 — 2016
Bachelor of Science, Management/Leadership (In Progress)
Rockland Community College 1995 — 1997
Central Piedmont Community College
Project Management Coursework
Wells Fargo June 2007 - Present
The Vanguard Group November 2005 - June 2007
Equifirst Corporation February 2005 - August 2005
Verizon Wireless 2003 - 2005
Skills
Retirement, Fixed Annuities, Financial Advisory, Leadership, IRAs, Series 63, Mutual Funds, Life Insurance, Sales, Retirement Planning, Business Planning, Risk Management, Banking, Investments, Management, Project Management, Investment Strategies, Insurance, Investment Advisory, Variable Annuities, Series 65, Wealth Management, Asset Allocation, Portfolio Management, 401k, Strategic Financial..., Financial Services, Securities, Relationship Management, FINRA, New Business Development, Series 6, Finance, Training, Mentoring, Learning & Development..., Financial Coaching, Public Speaking, Facilitation, Consulting, Toastmasters
Education
Capella University 2012 — 2016
Bachelor of Science, Management/Leadership (In Progress)
Rockland Community College 1995 — 1997
Central Piedmont Community College
Project Management Coursework
Suzanne Burke's The Vanguard Group Experience November 1997 - August 2002
Job Passionate advocate of food policy, nutrition, local farms, animal & human rights, the environment, and world peace.
Industry Individual & Family Services
Experience
Love 4 Paws Petsitting January 2014 - Present
Love 4 Paws Petsitting November 2011 - Present
Self-Employed July 2005 - Present
Raw Can Roll Cafe October 2013 - February 2014
Self-Employed July 2010 - December 2012
the Global Consulting Partnership January 2008 - July 2010
Essential Experience 2007 - 2009
Food Bank of South Jersey September 2004 - January 2008
The Vanguard Group November 1997 - August 2002
O'Sullivan Associates November 1989 - September 1997
Skills
Editing, Branding & Identity, Layout, PowerPoint, Newsletters, Proofreading, Brochures, Microsoft Office, Press Releases, Marketing Strategy, Advertising, Marketing, Social Networking, Research, Interviews, Blogging, Time Management, Media Relations, Facebook, Social Media, Event Planning, Public Speaking
Education
Eastern University 2010 — 2012
BS
Camden County College 2002 — 2004
AAS
Love 4 Paws Petsitting January 2014 - Present
Love 4 Paws Petsitting November 2011 - Present
Self-Employed July 2005 - Present
Raw Can Roll Cafe October 2013 - February 2014
Self-Employed July 2010 - December 2012
the Global Consulting Partnership January 2008 - July 2010
Essential Experience 2007 - 2009
Food Bank of South Jersey September 2004 - January 2008
The Vanguard Group November 1997 - August 2002
O'Sullivan Associates November 1989 - September 1997
Skills
Editing, Branding & Identity, Layout, PowerPoint, Newsletters, Proofreading, Brochures, Microsoft Office, Press Releases, Marketing Strategy, Advertising, Marketing, Social Networking, Research, Interviews, Blogging, Time Management, Media Relations, Facebook, Social Media, Event Planning, Public Speaking
Education
Eastern University 2010 — 2012
BS
Camden County College 2002 — 2004
AAS
Jacqueline Leo Jacqueline Leo's The Vanguard Group Experience March 1998 - March 2002
Job Stay at home Mom
Industry Human Resources
Experience
Human Capital Sales Search September 2011 - February 2012
IKON Office Solutions May 2006 - June 2010
RL Corporation January 2005 - May 2006
IKON Office Solutions March 2002 - January 2005
The Vanguard Group March 1998 - March 2002
Skills
Executive recruiting, Candidate Sourcing, Reduce turnover, Sourcing, Recruiting, Turnover, Executive Search, Applicant Tracking..., Human Resources, Talent Management, Interviews, Reduce, Organizational..., Deferred Compensation, Temporary Placement, Technical Recruiting, New Hire Orientations, Employee Benefits, CRM, Management, Hiring, Talent Acquisition
Education
California University of Pennsylvania 1993 — 1997
Villanova University
Human Capital Sales Search September 2011 - February 2012
IKON Office Solutions May 2006 - June 2010
RL Corporation January 2005 - May 2006
IKON Office Solutions March 2002 - January 2005
The Vanguard Group March 1998 - March 2002
Skills
Executive recruiting, Candidate Sourcing, Reduce turnover, Sourcing, Recruiting, Turnover, Executive Search, Applicant Tracking..., Human Resources, Talent Management, Interviews, Reduce, Organizational..., Deferred Compensation, Temporary Placement, Technical Recruiting, New Hire Orientations, Employee Benefits, CRM, Management, Hiring, Talent Acquisition
Education
California University of Pennsylvania 1993 — 1997
Villanova University
Jeannine Tait's The Vanguard Group Experience February 2001 - July 2002
Job Director of Total Rewards and HR Operations at Solenis
Industry Chemicals
Experience
Solenis LLC August 2014 - Present
The SI Organization, Inc. May 2013 - August 2014
The SI Organization, Inc. March 2011 - May 2013
Shire Pharmaceuticals, Inc November 2005 - March 2011
De Lage Landen Financial Services August 2003 - November 2005
The Vanguard Group February 2001 - July 2002
QVC, Inc February 2000 - February 2001
Strategic HR Solutions, Inc. July 1997 - February 2000
NovaCare, Inc. September 1992 - July 1997
Skills
Deferred Compensation, HRIS, Executive Pay, Compensation & Benefit, Organizational Design, Performance Management, Payroll, Employee Benefits, Incentive Programs, Human Resources, Employee Engagement, Process Improvement, Strategic Planning, Salary, Incentives, Benefits Administration, Sales Compensation, Leadership, Talent Management, HR Consulting, HR Policies, Acquisition Integration, Job Evaluation, Vendor Management, Project Management, Cross-functional Team..., Benchmarking, FMLA, Employee Self Service, Manager Self-Service, Ben Admin, Bonus Programs, Sales Compensation Plans, Broad-based Compensation, Total Rewards Strategies, Compensation Strategies, Base Pay, Pay Structures, Employee Stock Options, Restricted Stock, Non-Qualified Deferred..., Qualified Retirement..., Severance, Third Party Vendor..., ERP Implementations, Presentations, Fiduciary, Pensions, Market Pricing, Shared Services
Education
West Chester University of Pennsylvania 1995 — 1997
Executive MBA, Business
Cabrini College
BS, Business Administration - Human Resource Management
Solenis LLC August 2014 - Present
The SI Organization, Inc. May 2013 - August 2014
The SI Organization, Inc. March 2011 - May 2013
Shire Pharmaceuticals, Inc November 2005 - March 2011
De Lage Landen Financial Services August 2003 - November 2005
The Vanguard Group February 2001 - July 2002
QVC, Inc February 2000 - February 2001
Strategic HR Solutions, Inc. July 1997 - February 2000
NovaCare, Inc. September 1992 - July 1997
Skills
Deferred Compensation, HRIS, Executive Pay, Compensation & Benefit, Organizational Design, Performance Management, Payroll, Employee Benefits, Incentive Programs, Human Resources, Employee Engagement, Process Improvement, Strategic Planning, Salary, Incentives, Benefits Administration, Sales Compensation, Leadership, Talent Management, HR Consulting, HR Policies, Acquisition Integration, Job Evaluation, Vendor Management, Project Management, Cross-functional Team..., Benchmarking, FMLA, Employee Self Service, Manager Self-Service, Ben Admin, Bonus Programs, Sales Compensation Plans, Broad-based Compensation, Total Rewards Strategies, Compensation Strategies, Base Pay, Pay Structures, Employee Stock Options, Restricted Stock, Non-Qualified Deferred..., Qualified Retirement..., Severance, Third Party Vendor..., ERP Implementations, Presentations, Fiduciary, Pensions, Market Pricing, Shared Services
Education
West Chester University of Pennsylvania 1995 — 1997
Executive MBA, Business
Cabrini College
BS, Business Administration - Human Resource Management
Jeremy Eckenroth Jeremy Eckenroth's The Vanguard Group Experience 1998 - 2000
Job Senior Technology Delivery Lead Large Complex Programs Data Management
Industry Information Technology and Services
Experience
Interactive Data January 2015 - Present
Sapient Global Markets June 2006 - December 2014
Liquid Hub, Inc. May 2005 - June 2006
TargetRx 2000 - 2005
The Vanguard Group 1998 - 2000
Skills
Reference Data, Loans, Business Analysis, SQL Server, J2EE, Fixed Income, Structured Products, Hedge Funds, Credit Derivatives, Asset Management, Capital Markets, Equities, Agile, Program Management, SQL, Requirements Gathering, Requirements Analysis, Equity Derivatives, Market Data, Bloomberg, IT Strategy, Financial Markets, Enterprise Architecture, Scrum, SDLC, Data Feeds, FpML, Data Stewardship, Software Project..., Options, Java Enterprise Edition, Agile Methodologies, Back Office, Integration, Derivatives, Oracle, Agile Project Management, Project Management, Management, Risk Management, Consulting, SOA, Strategy, Vendor Management, Software Development, Leadership, Solution Architecture
Education
Bucknell University 1996 — 2000
BS, Computer Science
Villanova University 2003 — 2006
Certificate of Software Engineering, Computer Science
Interactive Data January 2015 - Present
Sapient Global Markets June 2006 - December 2014
Liquid Hub, Inc. May 2005 - June 2006
TargetRx 2000 - 2005
The Vanguard Group 1998 - 2000
Skills
Reference Data, Loans, Business Analysis, SQL Server, J2EE, Fixed Income, Structured Products, Hedge Funds, Credit Derivatives, Asset Management, Capital Markets, Equities, Agile, Program Management, SQL, Requirements Gathering, Requirements Analysis, Equity Derivatives, Market Data, Bloomberg, IT Strategy, Financial Markets, Enterprise Architecture, Scrum, SDLC, Data Feeds, FpML, Data Stewardship, Software Project..., Options, Java Enterprise Edition, Agile Methodologies, Back Office, Integration, Derivatives, Oracle, Agile Project Management, Project Management, Management, Risk Management, Consulting, SOA, Strategy, Vendor Management, Software Development, Leadership, Solution Architecture
Education
Bucknell University 1996 — 2000
BS, Computer Science
Villanova University 2003 — 2006
Certificate of Software Engineering, Computer Science
Clara Kang Clara Kang's The Vanguard Group Experience December 2011 - April 2013
Job Business Systems Lead/ Project Manager at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase April 2013 - Present
The Vanguard Group December 2011 - April 2013
The Vanguard Group July 2009 - December 2011
American Eagle Outfitters May 2008 - May 2009
Carnegie Mellon University - Electrical and Computer Engineering January 2007 - May 2009
Pittsburgh Council on Higher Education (PCHE) September 2007 - December 2007
Scientific English Language Center (SELC) June 2007 - August 2007
Kim & Chang Intellectual Property (IP) Division June 2005 - August 2005
Skills
Agile Methodologies, SQL, JavaScript, Data Analysis, HTML, Java, XML, Unix, CSS, SDLC, Information Architecture, Software Development, User Experience, Requirements Analysis, Visio, Perl, Subversion, Business Analysis, Software Project..., Project Management
Education
University of Delaware 2013 — 2013
Certificate, Project Management
Carnegie Mellon University 2004 — 2009
Bachelor of Science (B.S.), Technical Writing and Communication (minors in Computer Science and Multimedia Production)
JPMorgan Chase April 2013 - Present
The Vanguard Group December 2011 - April 2013
The Vanguard Group July 2009 - December 2011
American Eagle Outfitters May 2008 - May 2009
Carnegie Mellon University - Electrical and Computer Engineering January 2007 - May 2009
Pittsburgh Council on Higher Education (PCHE) September 2007 - December 2007
Scientific English Language Center (SELC) June 2007 - August 2007
Kim & Chang Intellectual Property (IP) Division June 2005 - August 2005
Skills
Agile Methodologies, SQL, JavaScript, Data Analysis, HTML, Java, XML, Unix, CSS, SDLC, Information Architecture, Software Development, User Experience, Requirements Analysis, Visio, Perl, Subversion, Business Analysis, Software Project..., Project Management
Education
University of Delaware 2013 — 2013
Certificate, Project Management
Carnegie Mellon University 2004 — 2009
Bachelor of Science (B.S.), Technical Writing and Communication (minors in Computer Science and Multimedia Production)
Rosalind Realer's The Vanguard Group Experience August 2000 - January 2009
Job at Vanguard
Industry Financial Services
Experience
Vanguard January 2009 - Present
The Vanguard Group August 2000 - January 2009
United Way of Southeastern Pennsylvania 2004 - 2004
Delaware Investments August 1997 - June 2000
Skills
Instructional Design, Staff Development, PowerPoint, Curriculum Design, Mentoring, Project Management, Agile Methodologies, Financial Accounting, Leadership Development, Organizational..., Change Management, E-Learning, Strategic Planning, Process Improvement, Employee Training, Leadership, Training Delivery, Analysis
Education
Cabrini College 2006 — 2008
Master of Science (MS), Organizational Leadership
Morgan State University 1990 — 1994
BS, Accounting
Vanguard January 2009 - Present
The Vanguard Group August 2000 - January 2009
United Way of Southeastern Pennsylvania 2004 - 2004
Delaware Investments August 1997 - June 2000
Skills
Instructional Design, Staff Development, PowerPoint, Curriculum Design, Mentoring, Project Management, Agile Methodologies, Financial Accounting, Leadership Development, Organizational..., Change Management, E-Learning, Strategic Planning, Process Improvement, Employee Training, Leadership, Training Delivery, Analysis
Education
Cabrini College 2006 — 2008
Master of Science (MS), Organizational Leadership
Morgan State University 1990 — 1994
BS, Accounting
Daniel Fishbein's The Vanguard Group Experience September 1989 - October 1996
Job Vice President, Global Real Estate, SLCR
Industry Real Estate
Experience
CIT September 2012 - Present
CoreNet Global 1993 - Present
BNY Mellon April 2002 - October 2011
The Rubenstein Company, L.P. October 1996 - April 2002
The Vanguard Group September 1989 - October 1996
Polaroid October 1986 - September 1989
City of Boston January 1978 - October 1986
Skills
Corporate Real Estate, Asset Management, Disposition, Real Estate, Leases, Real Estate Transactions, Real Estate Development, Strategy, Valuation, Due Diligence, Strategic Planning, Investment Properties, Acquisitions, Portfolio Management, Property Management, Real Estate Economics, Project Planning, Lease Administration, Strategic Partnerships, Tenant, Mergers & Acquisitions, Underwriting, Economic Development, Asset Managment, Facilities Management, Real Estate Investment, Staff Management, Planning, Process Management, Dispositions
Education
University of Pennsylvania
Master's, City Planning
Boston University
BA, Urban Studies
University of Cincinnati
CIT September 2012 - Present
CoreNet Global 1993 - Present
BNY Mellon April 2002 - October 2011
The Rubenstein Company, L.P. October 1996 - April 2002
The Vanguard Group September 1989 - October 1996
Polaroid October 1986 - September 1989
City of Boston January 1978 - October 1986
Skills
Corporate Real Estate, Asset Management, Disposition, Real Estate, Leases, Real Estate Transactions, Real Estate Development, Strategy, Valuation, Due Diligence, Strategic Planning, Investment Properties, Acquisitions, Portfolio Management, Property Management, Real Estate Economics, Project Planning, Lease Administration, Strategic Partnerships, Tenant, Mergers & Acquisitions, Underwriting, Economic Development, Asset Managment, Facilities Management, Real Estate Investment, Staff Management, Planning, Process Management, Dispositions
Education
University of Pennsylvania
Master's, City Planning
Boston University
BA, Urban Studies
University of Cincinnati
Bret Demyan Bret Demyan's The Vanguard Group Experience 1995 - 1996
Job Director, Infrastructure Lead IT at Shire Pharmaceuticals
Industry Information Technology and Services
Experience
Cephalon, Inc. 1992 - December 2011
The Vanguard Group 1995 - 1996
Skills
ITIL, IT Strategy, IT Management, IT Service Management, IT Governance, IT Audit, Healthcare IT, IT Operations, Network Security, Computer Security, Desktop Management, Data Center, Database Management, Application Development, Application Architecture, Budget Management, Budget Analysis, Budget Oversight, Legal Services, Legal Compliance, SOX, FDA, Pharmaceuticals, Information Security, Mobile Technology, Telecommunications, Vendor Management, Disaster Recovery, SDLC, Process Improvement, Cross-functional Team..., Enterprise Architecture, Integration, Quality Assurance, Change Control, Active Directory, Information Technology, Change Management, Business Continuity, Virtualization, VMware, Business Process, Networking, Governance, Pharmaceutical Industry, Database Admin
Education
Bloomsburg University of Pennsylvania 1987 — 1991
B.S., Computer Science
Cephalon, Inc. 1992 - December 2011
The Vanguard Group 1995 - 1996
Skills
ITIL, IT Strategy, IT Management, IT Service Management, IT Governance, IT Audit, Healthcare IT, IT Operations, Network Security, Computer Security, Desktop Management, Data Center, Database Management, Application Development, Application Architecture, Budget Management, Budget Analysis, Budget Oversight, Legal Services, Legal Compliance, SOX, FDA, Pharmaceuticals, Information Security, Mobile Technology, Telecommunications, Vendor Management, Disaster Recovery, SDLC, Process Improvement, Cross-functional Team..., Enterprise Architecture, Integration, Quality Assurance, Change Control, Active Directory, Information Technology, Change Management, Business Continuity, Virtualization, VMware, Business Process, Networking, Governance, Pharmaceutical Industry, Database Admin
Education
Bloomsburg University of Pennsylvania 1987 — 1991
B.S., Computer Science
Kevin Knabe Kevin Knabe's The Vanguard Group Experience September 2001 - February 2005
Job User Experience Designer at SEI
Industry Information Technology and Services
Experience
SEI January 2015 - Present
Rodale February 2005 - September 2014
The Vanguard Group September 2001 - February 2005
Penn State University January 2001 - May 2004
Knabe Design May 2000 - September 2001
CDNOW September 1998 - May 2000
Apple Computer September 1988 - September 1998
Sun Microsystems February 1996 - July 1996
IBM May 1988 - September 1988
Skills
Information Architecture, Usability Testing, User Interface Design, Usability, User-centered Design, Web Analytics, User Experience, User Interface, User Research, Digital Media, Wireframes, User Experience Design, E-commerce
Education
Carnegie Mellon University 1986 — 1988
MA, Professional Writing
Syracuse University 1976 — 1980
BA, Communications
SEI January 2015 - Present
Rodale February 2005 - September 2014
The Vanguard Group September 2001 - February 2005
Penn State University January 2001 - May 2004
Knabe Design May 2000 - September 2001
CDNOW September 1998 - May 2000
Apple Computer September 1988 - September 1998
Sun Microsystems February 1996 - July 1996
IBM May 1988 - September 1988
Skills
Information Architecture, Usability Testing, User Interface Design, Usability, User-centered Design, Web Analytics, User Experience, User Interface, User Research, Digital Media, Wireframes, User Experience Design, E-commerce
Education
Carnegie Mellon University 1986 — 1988
MA, Professional Writing
Syracuse University 1976 — 1980
BA, Communications
Jody Ferry's The Vanguard Group Experience September 2007 - September 2009
Job Product Design at PipelineDeals CRM
Industry Design
Experience
PipelineDeals CRM September 2012 - Present
WizeHive January 2011 - September 2012
The Vanguard Group September 2007 - September 2009
Happy Cog August 2007 - September 2007
WebLinc December 2004 - July 2007
MBNA America January 2002 - December 2004
Skills
User Experience, User Interface Design, Web Design, Graphic Design, Information Architecture, Mobile Design, E-commerce, Interaction Design, CSS, Photoshop
Education
Art Institute of Philadelphia
PipelineDeals CRM September 2012 - Present
WizeHive January 2011 - September 2012
The Vanguard Group September 2007 - September 2009
Happy Cog August 2007 - September 2007
WebLinc December 2004 - July 2007
MBNA America January 2002 - December 2004
Skills
User Experience, User Interface Design, Web Design, Graphic Design, Information Architecture, Mobile Design, E-commerce, Interaction Design, CSS, Photoshop
Education
Art Institute of Philadelphia
Cindy Reynolds's The Vanguard Group Experience June 1999 - May 2002
Job Vice President & Financial Reporting Senior Manager at Bank of New York Mellon
Industry Financial Services
Experience
BNY Mellon April 2014 - Present
Sklar Corporation October 2009 - April 2014
Exelon March 2008 - October 2009
HSBC Overseas Corporation (DE) September 2006 - February 2008
DuPont Capital Management May 2002 - August 2006
The Vanguard Group June 1999 - May 2002
State Street Bank May 1998 - August 1998
Skills
Financial Reporting, Account Reconciliation, Variance Analysis, Financial Analysis, Accounting, Finance, Analysis, Budgets, Financial Statements, Management, Auditing, General Ledger, Accounts Receivable, Forecasting, Process Improvement, Leadership, Cash Flow, Accounts Payable, Financial Accounting, Sage ERP Accpac, US GAAP, Corporate Actions
Education
University of Massachusetts, Amherst
Bachelor of Business Administration
Boston Latin School
Graduated Summa Cum Laude @ Top High School in Massachusetts -- 6-year college preparatory
BNY Mellon April 2014 - Present
Sklar Corporation October 2009 - April 2014
Exelon March 2008 - October 2009
HSBC Overseas Corporation (DE) September 2006 - February 2008
DuPont Capital Management May 2002 - August 2006
The Vanguard Group June 1999 - May 2002
State Street Bank May 1998 - August 1998
Skills
Financial Reporting, Account Reconciliation, Variance Analysis, Financial Analysis, Accounting, Finance, Analysis, Budgets, Financial Statements, Management, Auditing, General Ledger, Accounts Receivable, Forecasting, Process Improvement, Leadership, Cash Flow, Accounts Payable, Financial Accounting, Sage ERP Accpac, US GAAP, Corporate Actions
Education
University of Massachusetts, Amherst
Bachelor of Business Administration
Boston Latin School
Graduated Summa Cum Laude @ Top High School in Massachusetts -- 6-year college preparatory
Rusty Rahmer's The Vanguard Group Experience 2006 - February 2009
Job Leading Enterprise Web Analytics and Digital Intelligence at Vanguard
Industry Financial Services
Experience
Vanguard April 2012 - Present
Vanguard July 2010 - April 2012
Vanguard February 2009 - July 2010
The Vanguard Group 2006 - February 2009
The Vanguard Group February 2006 - May 2007
The Vanguard Group February 2005 - February 2006
The Vanguard Group May 2002 - December 2005
The Vanguard Group January 2000 - May 2002
Vanguard January 1998 - January 2000
Skills
User Experience, Leadership, Web Analytics, Web Project Management, Investments, Digital Strategy, Digital Marketing, Project Management, Enterprise Software, User-centered Design, Analytics, Change Management, Strategy, Customer Experience, Information Architecture, Business Analysis, Process Improvement
Education
Cabrini College
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
Cabrini College
Bachelor of Arts (BA), History
Vanguard April 2012 - Present
Vanguard July 2010 - April 2012
Vanguard February 2009 - July 2010
The Vanguard Group 2006 - February 2009
The Vanguard Group February 2006 - May 2007
The Vanguard Group February 2005 - February 2006
The Vanguard Group May 2002 - December 2005
The Vanguard Group January 2000 - May 2002
Vanguard January 1998 - January 2000
Skills
User Experience, Leadership, Web Analytics, Web Project Management, Investments, Digital Strategy, Digital Marketing, Project Management, Enterprise Software, User-centered Design, Analytics, Change Management, Strategy, Customer Experience, Information Architecture, Business Analysis, Process Improvement
Education
Cabrini College
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
Cabrini College
Bachelor of Arts (BA), History
Lisa Papageorgiou Lisa Papageorgiou's The Vanguard Group Experience October 1999 - June 2000
Job Director of Enterprise Marketing at Comcast Business Services
Industry Telecommunications
Experience
Comcast Business Services April 2011 - Present
Verizon Business January 2009 - April 2011
Verizon Business January 2008 - January 2009
Verizon - Enterprise Solutions Group 2006 - 2008
Verizon Business March 2002 - January 2006
Verizon September 2001 - March 2003
Verizon June 2000 - September 2001
The Vanguard Group October 1999 - June 2000
Stet Hellas January 1994 - August 1999
Skills
Marketing Strategy, Product Management, Market Research, Healthcare Management, Healthcare, Telecommunications, Cross-functional Team..., Product Marketing, Vendor Management, Process Improvement, Management, Strategy, CRM, Wireless, Program Management, Marketing, Strategic Planning, Managed Services, Leadership, Budgets, VoIP, Project Management, Business Development, Solution Selling, Marketing Communications, Salesforce.com, Customer Experience, Team Leadership, Sales Management, Cloud Computing, Account Management, Sales Operations, Contract Negotiation, Unified Communications, Product Development, Strategic Partnerships, Professional Services, Sales, New Business Development, Direct Sales, Competitive Analysis, Integration, SaaS, Go-to-market Strategy, Enterprise Software, Start-ups, Selling, Call Centers, Mobile Devices, Lead Generation
Education
Wilkes University 1983 — 1985
MBA
Bloomsburg University of Pennsylvania 1979 — 1982
BS
Comcast Business Services April 2011 - Present
Verizon Business January 2009 - April 2011
Verizon Business January 2008 - January 2009
Verizon - Enterprise Solutions Group 2006 - 2008
Verizon Business March 2002 - January 2006
Verizon September 2001 - March 2003
Verizon June 2000 - September 2001
The Vanguard Group October 1999 - June 2000
Stet Hellas January 1994 - August 1999
Skills
Marketing Strategy, Product Management, Market Research, Healthcare Management, Healthcare, Telecommunications, Cross-functional Team..., Product Marketing, Vendor Management, Process Improvement, Management, Strategy, CRM, Wireless, Program Management, Marketing, Strategic Planning, Managed Services, Leadership, Budgets, VoIP, Project Management, Business Development, Solution Selling, Marketing Communications, Salesforce.com, Customer Experience, Team Leadership, Sales Management, Cloud Computing, Account Management, Sales Operations, Contract Negotiation, Unified Communications, Product Development, Strategic Partnerships, Professional Services, Sales, New Business Development, Direct Sales, Competitive Analysis, Integration, SaaS, Go-to-market Strategy, Enterprise Software, Start-ups, Selling, Call Centers, Mobile Devices, Lead Generation
Education
Wilkes University 1983 — 1985
MBA
Bloomsburg University of Pennsylvania 1979 — 1982
BS
Gwen Kestin, PMP's The Vanguard Group Experience April 1999 - Present
Job IT Project Manager at Vanguard
Industry Information Technology and Services
Experience
The Vanguard Group April 1999 - Present
First Union December 1989 - April 1999
Skills
Agile, Kanban, PMP, Integration, Data Warehousing, Software Project..., Microsoft Office, Visio, Excel, MS Project, PowerPoint, Coaching, Word, Waterfall, Vendor Management, Project Management
Education
The George Washington University 2000 — 2001
Master's Certificate, Project Management
Brown University 1977 — 1981
A.B., French, Biochemistry
The Vanguard Group April 1999 - Present
First Union December 1989 - April 1999
Skills
Agile, Kanban, PMP, Integration, Data Warehousing, Software Project..., Microsoft Office, Visio, Excel, MS Project, PowerPoint, Coaching, Word, Waterfall, Vendor Management, Project Management
Education
The George Washington University 2000 — 2001
Master's Certificate, Project Management
Brown University 1977 — 1981
A.B., French, Biochemistry
Perry Augustine Perry Augustine's The Vanguard Group Experience October 1992 - July 2002
Job Computer Science Teacher at Pottstown School District
Industry Education Management
Experience
Pottstown School District July 2015 - Present
Pottstown High School July 2014 - July 2015
Pottstown School district June 2013 - July 2014
Pottstown School District April 2008 - July 2013
Philadelphia School District August 2006 - April 2008
Pennridge School District February 2003 - August 2005
The Vanguard Group October 1992 - July 2002
Skills
Teaching, Public Speaking, Higher Education, Tutoring, Curriculum Design, Classroom Management, Curriculum Development, Instructional Design, Management, Staff Development, Nonprofits, Training, Literacy, Special Education, K-12, Instructional Technology, Grant Writing, Differentiated..., ESL, Leadership Development
Education
Cabrini College 2009 — 2011
Masters of Education, Principal Certification
Delaware Valley College 2005 — 2006
Bus Comp Info Tech K-12, Teacher Certification
Temple University 2002 — 2005
Bachelors, HRM
Pottstown School District July 2015 - Present
Pottstown High School July 2014 - July 2015
Pottstown School district June 2013 - July 2014
Pottstown School District April 2008 - July 2013
Philadelphia School District August 2006 - April 2008
Pennridge School District February 2003 - August 2005
The Vanguard Group October 1992 - July 2002
Skills
Teaching, Public Speaking, Higher Education, Tutoring, Curriculum Design, Classroom Management, Curriculum Development, Instructional Design, Management, Staff Development, Nonprofits, Training, Literacy, Special Education, K-12, Instructional Technology, Grant Writing, Differentiated..., ESL, Leadership Development
Education
Cabrini College 2009 — 2011
Masters of Education, Principal Certification
Delaware Valley College 2005 — 2006
Bus Comp Info Tech K-12, Teacher Certification
Temple University 2002 — 2005
Bachelors, HRM
Ed Godinez Ed Godinez's The Vanguard Group Experience January 1999 - April 2001
Job National Account Manager at Billing Tree
Industry Financial Services
Experience
Billing Tree August 2014 - Present
Merrill Edge February 2013 - December 2013
FOLIOfn September 2011 - August 2012
ING Funds November 2008 - November 2010
ING Funds May 2005 - November 2008
American International Group April 2001 - June 2002
The Vanguard Group January 1999 - April 2001
Skills
Mutual Funds, Alternative Investments, Marketing, Business Development, Series 63, Project Management, Sales, Spanish, Financial Services, Training, Fixed Income, Strategic Planning, Investments, Management, Series 7
Education
California Western School of Law 2002 — 2003
University of Arizona 1991 — 1996
Bachelor of Science, Political Science
Billing Tree August 2014 - Present
Merrill Edge February 2013 - December 2013
FOLIOfn September 2011 - August 2012
ING Funds November 2008 - November 2010
ING Funds May 2005 - November 2008
American International Group April 2001 - June 2002
The Vanguard Group January 1999 - April 2001
Skills
Mutual Funds, Alternative Investments, Marketing, Business Development, Series 63, Project Management, Sales, Spanish, Financial Services, Training, Fixed Income, Strategic Planning, Investments, Management, Series 7
Education
California Western School of Law 2002 — 2003
University of Arizona 1991 — 1996
Bachelor of Science, Political Science
Mustapha Adam's The Vanguard Group Experience
Job Financial Analyst at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group
Skills
Bloomberg, Financial Modeling, Equities, Financial Analysis, Valuation, Investments, Corporate Finance, Portfolio Management, Economics, Financial Markets, Capital Markets, Risk Management, Bloomberg Terminal, Series 7, Mutual Funds, Series 63, Strategic Financial..., Fixed Income, Essbase, Asset Allocation
Education
Brandeis International Business School 2006 — 2008
MBA, International finance
The Vanguard Group
Skills
Bloomberg, Financial Modeling, Equities, Financial Analysis, Valuation, Investments, Corporate Finance, Portfolio Management, Economics, Financial Markets, Capital Markets, Risk Management, Bloomberg Terminal, Series 7, Mutual Funds, Series 63, Strategic Financial..., Fixed Income, Essbase, Asset Allocation
Education
Brandeis International Business School 2006 — 2008
MBA, International finance
Denise Trigo Denise Trigo's The Vanguard Group Experience June 1999 - January 2009
Job Owner, D Trigo Photography
Industry Photography
Experience
D Trigo Photography 2008 - Present
The Vanguard Group June 1999 - January 2009
Philadelphia Phillies February 1998 - September 1998
Skills
Photoshop, Photography, Adobe Creative Suite, Portrait Photography, Image Manipulation, Graphic Design, Advertising, Creative Direction, Social Networking, Editing, Social Media, Social Media Marketing, Marketing Communications, Event Planning
Education
West Chester University of Pennsylvania 1995 — 1998
Bachelor of Arts, Communications and Media
Bucks County Community College 1992 — 1995
Transferred out, Mass Communication/Media Studies
D Trigo Photography 2008 - Present
The Vanguard Group June 1999 - January 2009
Philadelphia Phillies February 1998 - September 1998
Skills
Photoshop, Photography, Adobe Creative Suite, Portrait Photography, Image Manipulation, Graphic Design, Advertising, Creative Direction, Social Networking, Editing, Social Media, Social Media Marketing, Marketing Communications, Event Planning
Education
West Chester University of Pennsylvania 1995 — 1998
Bachelor of Arts, Communications and Media
Bucks County Community College 1992 — 1995
Transferred out, Mass Communication/Media Studies
Brigitte Geiss's The Vanguard Group Experience May 1997 - July 2000
Job Experienced Marketing, Communications, and PR Professional
Industry Writing and Editing
Experience
Thirty-One Gifts January 2013 - Present
Knits N' Pieces 2013 - Present
Pope John Paul II High School March 2011 - Present
Vertex Inc. August 2004 - May 2010
Scranton Times Tribune 2000 - 2005
The Vanguard Group May 1997 - July 2000
Skills
Editing, Public Relations, Social Media, Public Speaking, Research, Blogging, Social Media Marketing, Press Releases, Technical Writing, Social Networking, Microsoft Office, Strategic Planning, Teaching, Content Management, Project Management, Leadership, Management, Newsletters, Marketing Communications, Copy Editing, Publishing
Education
Cabrini College 2011 — 2015
Masters, English
Fordham University 1995 — 1999
BA, Journalism/Theatre
Thirty-One Gifts January 2013 - Present
Knits N' Pieces 2013 - Present
Pope John Paul II High School March 2011 - Present
Vertex Inc. August 2004 - May 2010
Scranton Times Tribune 2000 - 2005
The Vanguard Group May 1997 - July 2000
Skills
Editing, Public Relations, Social Media, Public Speaking, Research, Blogging, Social Media Marketing, Press Releases, Technical Writing, Social Networking, Microsoft Office, Strategic Planning, Teaching, Content Management, Project Management, Leadership, Management, Newsletters, Marketing Communications, Copy Editing, Publishing
Education
Cabrini College 2011 — 2015
Masters, English
Fordham University 1995 — 1999
BA, Journalism/Theatre
Kassie Sapp Haynes, CIR Kassie Sapp Haynes, CIR's The Vanguard Group Experience 1999 - Present
Job Senior Recruiter at Vanguard
Industry Financial Services
Experience
Vanguard April 1999 - Present
The Vanguard Group 1999 - Present
Wachovia 1999 - 1999
TEKsystems 1998 - 1999
Education
East Carolina University 1991 — 1993
BS, Speech, Language, and Auditory Pathology
Brigham Young University - Idaho 1989 — 1991
AA, Communications
AIRS CIR Training
Vanguard April 1999 - Present
The Vanguard Group 1999 - Present
Wachovia 1999 - 1999
TEKsystems 1998 - 1999
Education
East Carolina University 1991 — 1993
BS, Speech, Language, and Auditory Pathology
Brigham Young University - Idaho 1989 — 1991
AA, Communications
AIRS CIR Training
Joshua Weiskopf Joshua Weiskopf's The Vanguard Group Experience December 2002 - October 2005
Job Financial Advisor at Legacy Planning Partners
Industry Financial Services
Experience
Legacy Planning Partners August 2008 - Present
Dunhill Financial May 2006 - August 2008
The Vanguard Group December 2002 - October 2005
Education
La Salle University - School of Business Administration 2004 — 2008
MBA, Finance
Bloomsburg University of Pennsylvania 1995 — 1999
BS, Exercise Physiology
Legacy Planning Partners August 2008 - Present
Dunhill Financial May 2006 - August 2008
The Vanguard Group December 2002 - October 2005
Education
La Salle University - School of Business Administration 2004 — 2008
MBA, Finance
Bloomsburg University of Pennsylvania 1995 — 1999
BS, Exercise Physiology
Dale Auchenbach's The Vanguard Group Experience 1989 - Present
Job IT Manager at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group of Investments March 1989 - Present
The Vanguard Group 1989 - Present
Seimens June 1984 - March 1989
Education
Bloomsburg University of Pennsylvania 1980 — 1984
Bachelors, Computer Science
The Vanguard Group of Investments March 1989 - Present
The Vanguard Group 1989 - Present
Seimens June 1984 - March 1989
Education
Bloomsburg University of Pennsylvania 1980 — 1984
Bachelors, Computer Science
Randy Tongue Randy Tongue's The Vanguard Group Experience October 2005 - Present
Job Senior Business Systems Analyst at The Vanguard Group
Industry Investment Management
Experience
The Vanguard Group October 2005 - Present
GMAC Mortgage February 2004 - October 2005
J&B Software June 2000 - February 2004
Skills
Requirements Gathering
Education
Carnegie Mellon University
MSIT, Information Technology Management
Liberty University
MBA
The Vanguard Group October 2005 - Present
GMAC Mortgage February 2004 - October 2005
J&B Software June 2000 - February 2004
Skills
Requirements Gathering
Education
Carnegie Mellon University
MSIT, Information Technology Management
Liberty University
MBA
Angela Antonini Angela Antonini's The Vanguard Group Experience 2007 - December 2009
Job Senior Legal Analyst at Vanguard
Industry Financial Services
Experience
Vanguard October 2013 - Present
Vanguard April 2013 - October 2013
Vanguard August 2011 - April 2013
Vanguard December 2009 - August 2011
The Vanguard Group 2007 - December 2009
The Vanguard Group July 2006 - February 2007
Skills
Series 63, Series 7, Investments, FINRA, Asset Allocation, Securities, Mutual Funds, Retirement Planning, Wealth Management, Series 6, Analysis, 401k, Financial Services, Equities, ETFs
Education
Villanova University 2010 — 2012
MBA, Strategic Management, International Business
Bucknell University 2002 — 2006
BS Chemistry, Spanish
Vanguard October 2013 - Present
Vanguard April 2013 - October 2013
Vanguard August 2011 - April 2013
Vanguard December 2009 - August 2011
The Vanguard Group 2007 - December 2009
The Vanguard Group July 2006 - February 2007
Skills
Series 63, Series 7, Investments, FINRA, Asset Allocation, Securities, Mutual Funds, Retirement Planning, Wealth Management, Series 6, Analysis, 401k, Financial Services, Equities, ETFs
Education
Villanova University 2010 — 2012
MBA, Strategic Management, International Business
Bucknell University 2002 — 2006
BS Chemistry, Spanish
Jon Slusser Jon Slusser's The Vanguard Group Experience 1997 - 2001
Job Financial Services Professional
Industry Financial Services
Experience
First Financial Group/Guardian Life Insurance Co. 2012 - 2013
Light of the World Ministries 2009 - 2010
Swift Home Loans 2006 - 2008
Countrywide Home Loans 2004 - 2006
The Mortgage Center 2002 - 2004
The Vanguard Group 1997 - 2001
Skills
Finance, FHA, Mortgage Lending, Loans, Loan Origination, Real Estate, Financial Services, Training, Banking, PowerPoint, Credit, Credit Risk, Refinance, Process Improvement, Leadership, Business Analysis, Risk Management, Equities, Retirement, Mortgage Banking, Team Building, Financial Analysis, Investments, Financial Risk, Credit Analysis, Customer Service, Closings, Forecasting, Portfolio Management
Education
Bucknell University
BSBA, Bachelor of Science in Business Administration
RHEMA
First Financial Group/Guardian Life Insurance Co. 2012 - 2013
Light of the World Ministries 2009 - 2010
Swift Home Loans 2006 - 2008
Countrywide Home Loans 2004 - 2006
The Mortgage Center 2002 - 2004
The Vanguard Group 1997 - 2001
Skills
Finance, FHA, Mortgage Lending, Loans, Loan Origination, Real Estate, Financial Services, Training, Banking, PowerPoint, Credit, Credit Risk, Refinance, Process Improvement, Leadership, Business Analysis, Risk Management, Equities, Retirement, Mortgage Banking, Team Building, Financial Analysis, Investments, Financial Risk, Credit Analysis, Customer Service, Closings, Forecasting, Portfolio Management
Education
Bucknell University
BSBA, Bachelor of Science in Business Administration
RHEMA
Steve Swank's The Vanguard Group Experience September 2008 - January 2009
Job Seasoned Network Administrator
Industry Telecommunications
Experience
The Judge Group June 2013 - Present
Executive Health Resources December 2011 - April 2013
Learning Ally 2009 - 2012
UST Global June 2009 - December 2011
Lylab Consulting January 2009 - June 2009
The Vanguard Group September 2008 - January 2009
Sprint 2006 - 2008
DST Systems June 2005 - October 2005
DST Output, Inc. December 2000 - February 2005
Skills
Cisco Technologies, CCNA, Cisco Certified, Telecommunications, System Administration, CCDA, Vendor Management, Visio
Education
University of Kansas - Graduate School of Business 2004 — 2004
Certificate, MBA Essentials
The University of Kansas 1994 — 1996
M.A., Slavic Languages and Literatures
Bucknell University 1988 — 1991
B.A., Russian
Coatesville Area Senior High School 1984 — 1988
High school diploma, Advanced Placement / College Prep
The Judge Group June 2013 - Present
Executive Health Resources December 2011 - April 2013
Learning Ally 2009 - 2012
UST Global June 2009 - December 2011
Lylab Consulting January 2009 - June 2009
The Vanguard Group September 2008 - January 2009
Sprint 2006 - 2008
DST Systems June 2005 - October 2005
DST Output, Inc. December 2000 - February 2005
Skills
Cisco Technologies, CCNA, Cisco Certified, Telecommunications, System Administration, CCDA, Vendor Management, Visio
Education
University of Kansas - Graduate School of Business 2004 — 2004
Certificate, MBA Essentials
The University of Kansas 1994 — 1996
M.A., Slavic Languages and Literatures
Bucknell University 1988 — 1991
B.A., Russian
Coatesville Area Senior High School 1984 — 1988
High school diploma, Advanced Placement / College Prep
Timothy Hewitt, CFP®'s The Vanguard Group Experience September 2010 - May 2012
Job Senior Financial Advisor at Vanguard
Industry Financial Services
Experience
Vanguard September 2014 - Present
44 Central Ave LLC July 2013 - Present
United Real Estate January 2014 - Present
Hewitt & Christopher Real Estate LLC July 2011 - Present
Vanguard May 2012 - September 2014
Weichert Realtors September 2009 - January 2014
The Vanguard Group September 2010 - May 2012
The Vanguard Group April 2007 - September 2010
The Vanguard Group January 2006 - April 2007
Skills
Wealth Management, Retirement Planning, Investment Properties, Portfolio Management, Certified Financial..., Real Estate, Investment Strategies, Strategic Financial..., Finance, Investment Management, Estate Planning, Financial Planners, College Savings Plans, Contract Negotiation, Asset Allocation, Tax Planning, Mutual Funds, Investments, Retirement, Financial Planning, Investment Advisory, CRM
Education
Boston University 2008 — 2009
Certified Financial Planner Program
Penn State University, Smeal College of Business 2002 — 2005
BS, Finance
Vanguard September 2014 - Present
44 Central Ave LLC July 2013 - Present
United Real Estate January 2014 - Present
Hewitt & Christopher Real Estate LLC July 2011 - Present
Vanguard May 2012 - September 2014
Weichert Realtors September 2009 - January 2014
The Vanguard Group September 2010 - May 2012
The Vanguard Group April 2007 - September 2010
The Vanguard Group January 2006 - April 2007
Skills
Wealth Management, Retirement Planning, Investment Properties, Portfolio Management, Certified Financial..., Real Estate, Investment Strategies, Strategic Financial..., Finance, Investment Management, Estate Planning, Financial Planners, College Savings Plans, Contract Negotiation, Asset Allocation, Tax Planning, Mutual Funds, Investments, Retirement, Financial Planning, Investment Advisory, CRM
Education
Boston University 2008 — 2009
Certified Financial Planner Program
Penn State University, Smeal College of Business 2002 — 2005
BS, Finance
Barbara Duncan Barbara Duncan's The Vanguard Group Experience March 2001 - March 2013
Job Business Systems Analyst at Vanguard
Industry Financial Services
Experience
Vanguard March 2013 - Present
The Vanguard Group March 2001 - March 2013
TNS Intersearch 1998 - 2001
Chilton Research Services 1976 - 1998
Skills
Excel, Problem Solving, Analysis, Quantitative Research, Project Management, Microsoft Excel, Process Improvement, Market Research, Requirements Gathering, Business Analysis, PowerPoint, Proposal Writing, Customer Service, SharePoint, Microsoft Office, Management, Microsoft Word, Visio, Project Planning, Cross-functional Team..., Testing, SDLC, Software Documentation, Change Management, Requirements Analysis, Business Process..., Training, Agile Methodologies, Quality Assurance, Budgets, Software Development, Research
Education
Cabrini College 1995 — 1997
BA, Organizational Management
West Chester University of Pennsylvania 1984 — 1986
Bachelor of Arts (B.A.), Organizational Management
Vanguard March 2013 - Present
The Vanguard Group March 2001 - March 2013
TNS Intersearch 1998 - 2001
Chilton Research Services 1976 - 1998
Skills
Excel, Problem Solving, Analysis, Quantitative Research, Project Management, Microsoft Excel, Process Improvement, Market Research, Requirements Gathering, Business Analysis, PowerPoint, Proposal Writing, Customer Service, SharePoint, Microsoft Office, Management, Microsoft Word, Visio, Project Planning, Cross-functional Team..., Testing, SDLC, Software Documentation, Change Management, Requirements Analysis, Business Process..., Training, Agile Methodologies, Quality Assurance, Budgets, Software Development, Research
Education
Cabrini College 1995 — 1997
BA, Organizational Management
West Chester University of Pennsylvania 1984 — 1986
Bachelor of Arts (B.A.), Organizational Management
Kaitlin Boudman Kaitlin Boudman's The Vanguard Group Experience December 2007 - December 2009
Job Investment Consultant at Vanguard
Industry Investment Banking
Experience
Vanguard September 2012 - Present
Vanguard December 2009 - September 2012
American Eagle Outfitters May 2004 - May 2010
The Vanguard Group December 2007 - December 2009
Skills
Asset Allocation, Investments, Sales, Relationship Management, Microsoft Excel, Customer Service, Lotus Notes, Portfolio Management, PowerPoint, Retail, Time Management, Microsoft Word
Education
Bloomsburg University of Pennsylvania 2003 — 2007
Bachelors, Psychology, Concentration in Children Family and Youth
Vanguard September 2012 - Present
Vanguard December 2009 - September 2012
American Eagle Outfitters May 2004 - May 2010
The Vanguard Group December 2007 - December 2009
Skills
Asset Allocation, Investments, Sales, Relationship Management, Microsoft Excel, Customer Service, Lotus Notes, Portfolio Management, PowerPoint, Retail, Time Management, Microsoft Word
Education
Bloomsburg University of Pennsylvania 2003 — 2007
Bachelors, Psychology, Concentration in Children Family and Youth
Frank Falcone Frank Falcone's The Vanguard Group Experience January 2010 - June 2010
Job Accountant at Kids Closet Connection
Industry Accounting
Experience
Kids Closet Connection November 2013 - Present
Linde Engineering North America Inc. July 2013 - February 2015
Wilbraham, Lawler & Buba August 2011 - June 2013
Temple University August 2010 - September 2012
The Vanguard Group January 2010 - June 2010
The Vanguard Group May 2008 - January 2010
PFPC March 2008 - May 2008
PFPC September 2006 - March 2008
PFPC October 2005 - September 2006
PFPC May 2002 - October 2005
Skills
Account Reconciliation, Accounting, General Ledger, Auditing, Analysis, Accounts Payable, Accounts Receivable, Access, Payroll, Financial Statements, Lotus Notes, Accruals, Bank Reconciliation, Journal Entries, Microsoft Office, Customer Service, Operations Management, Training, Leadership, Spreadsheets, Financial Analysis
Education
Temple University - Fox School of Business and Management 2010 — 2012
MBA, General Business Administration, 3.99
Bloomsburg University of Pennsylvania 1997 — 2000
Bachelor, Accounting
Perk Valley HS 1992 — 1996
HS diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Kids Closet Connection November 2013 - Present
Linde Engineering North America Inc. July 2013 - February 2015
Wilbraham, Lawler & Buba August 2011 - June 2013
Temple University August 2010 - September 2012
The Vanguard Group January 2010 - June 2010
The Vanguard Group May 2008 - January 2010
PFPC March 2008 - May 2008
PFPC September 2006 - March 2008
PFPC October 2005 - September 2006
PFPC May 2002 - October 2005
Skills
Account Reconciliation, Accounting, General Ledger, Auditing, Analysis, Accounts Payable, Accounts Receivable, Access, Payroll, Financial Statements, Lotus Notes, Accruals, Bank Reconciliation, Journal Entries, Microsoft Office, Customer Service, Operations Management, Training, Leadership, Spreadsheets, Financial Analysis
Education
Temple University - Fox School of Business and Management 2010 — 2012
MBA, General Business Administration, 3.99
Bloomsburg University of Pennsylvania 1997 — 2000
Bachelor, Accounting
Perk Valley HS 1992 — 1996
HS diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Donna Ondek Donna Ondek's The Vanguard Group Experience 1987 - 1992
Job PA LIcensed Massage Therapist, Vibrant Life Therapies, LLC
Industry Health, Wellness and Fitness
Experience
Vibrant Life Therapies August 2010 - Present
O2 Oxyfit Gym August 2009 - Present
O2 Oxyfit gym August 2009 - Present
FitnessOndeck January 2002 - December 2010
HomeInstead Senior Care April 2009 - August 2009
The Vanguard Group 1987 - 1992
Skills
Wellness, Fitness, Nutrition, Therapeutic Massage, Yoga, Personal Training, Stress Management, Strength Training, Reiki, Fitness Training, Relaxation, Pain Management, Stretching, Deep Tissue Massage, Reflexology, Aromatherapy, Shiatsu, Lymphatic Drainage, Lomi Lomi, Low Back Pain, Wellness Coaching, Therapists, Chair Massage, Swedish, Bodywork, Neuromuscular Therapy, Chronic Pain, Holistic Health, Cardio, Fibromyalgia
Education
Health Options Institute 2009 — 2010
Massage Therapist, Massage Therapy
Bloomsburg University of Pennsylvania 1978 — 1982
Bachelor of Science, Computer Science
Vibrant Life Therapies August 2010 - Present
O2 Oxyfit Gym August 2009 - Present
O2 Oxyfit gym August 2009 - Present
FitnessOndeck January 2002 - December 2010
HomeInstead Senior Care April 2009 - August 2009
The Vanguard Group 1987 - 1992
Skills
Wellness, Fitness, Nutrition, Therapeutic Massage, Yoga, Personal Training, Stress Management, Strength Training, Reiki, Fitness Training, Relaxation, Pain Management, Stretching, Deep Tissue Massage, Reflexology, Aromatherapy, Shiatsu, Lymphatic Drainage, Lomi Lomi, Low Back Pain, Wellness Coaching, Therapists, Chair Massage, Swedish, Bodywork, Neuromuscular Therapy, Chronic Pain, Holistic Health, Cardio, Fibromyalgia
Education
Health Options Institute 2009 — 2010
Massage Therapist, Massage Therapy
Bloomsburg University of Pennsylvania 1978 — 1982
Bachelor of Science, Computer Science
Courtney Dillon Courtney Dillon's The Vanguard Group Experience 2007 - 2009
Job Business Manager for University Libraries at Penn State University
Industry Higher Education
Experience
Penn State University 2010 - Present
The Vanguard Group 2007 - 2009
The Vanguard Group 2004 - 2007
Skills
Mutual Funds, Financial Analysis, Investments, Process Improvement
Education
Saint Joseph's University - Erivan K. Haub School of Business 2003 — 2005
MBA, Finance
Bloomsburg University of Pennsylvania 1993 — 1997
B.S. Business Administration, Accounting
Indian Valley High School 1989 — 1993
Penn State University 2010 - Present
The Vanguard Group 2007 - 2009
The Vanguard Group 2004 - 2007
Skills
Mutual Funds, Financial Analysis, Investments, Process Improvement
Education
Saint Joseph's University - Erivan K. Haub School of Business 2003 — 2005
MBA, Finance
Bloomsburg University of Pennsylvania 1993 — 1997
B.S. Business Administration, Accounting
Indian Valley High School 1989 — 1993
Gregory Haluska, CIMA Gregory Haluska, CIMA's The Vanguard Group Experience 1997 - Present
Job National Sales at Vanguard
Industry Financial Services
Experience
The Vanguard Group 1997 - Present
Vanguard March 2002 - June 2012
Skills
Investments, Marketing, Business Development, Series 7, Competitive Analysis, Series 63, ETFs, Sales, Relationship Management, Financial Advisory, Wealth Management, Portfolio Management, Asset Allocation, Mutual Funds, Account Management
Education
St. John's University, Peter J Tobin School of Business 1991 — 1994
MBA, Marketing, 3.75
State University of New York at Binghamton 1986 — 1991
BA, Spanish Language and Literature
The Vanguard Group 1997 - Present
Vanguard March 2002 - June 2012
Skills
Investments, Marketing, Business Development, Series 7, Competitive Analysis, Series 63, ETFs, Sales, Relationship Management, Financial Advisory, Wealth Management, Portfolio Management, Asset Allocation, Mutual Funds, Account Management
Education
St. John's University, Peter J Tobin School of Business 1991 — 1994
MBA, Marketing, 3.75
State University of New York at Binghamton 1986 — 1991
BA, Spanish Language and Literature
Cindy Howes Cindy Howes's The Vanguard Group Experience November 1996 - January 2004
Job Executive Coach / Talent Management Consultant / Career Coach / Business Coach / Speaker
Industry Human Resources
Experience
Millennial Consultants LLC October 2008 - Present
Whine and Dine Networking Group June 2009 - Present
Philadelphia College of Osteopathic Medicine February 2002 - Present
Philadelphia Region Organization Development Network January 2014 - January 2015
Bryn Mawr College August 2012 - June 2013
ICF Philadelphia November 2010 - December 2011
AstraZeneca Pharmaceuticals May 2006 - October 2008
Independent Consulting February 2004 - May 2006
The Vanguard Group November 1996 - January 2004
Exelon September 1992 - November 1996
Skills
Leadership Development, Organizational..., Performance Management, Coaching, Talent Management, Executive Coaching, Succession Planning, Change Management, Organizational..., Career Development, Employee Engagement, Onboarding, Employee Relations, Organizational Design, MBTI, Leadership, Career Counseling, Process Improvement, Strategic Planning, Business Planning, Human Resources, Management Development, Strategy, Interviews, Recruiting, Workshop Facilitation, Nonprofits, Talent Acquisition, Training, Cross-functional Team..., Management Consulting, Team Building, Staff Development, Conflict Resolution, Instructional Design, Program Management, Consulting, Management, Resume Writing, Culture Change, Employee Training, Performance Improvement, Executive Development, Career Management, Executive Management, Personnel Management, Facilitation, Training Delivery
Education
Bryn Mawr College
B.A., Psychology
Temple University
M.A., Psychology
Millennial Consultants LLC October 2008 - Present
Whine and Dine Networking Group June 2009 - Present
Philadelphia College of Osteopathic Medicine February 2002 - Present
Philadelphia Region Organization Development Network January 2014 - January 2015
Bryn Mawr College August 2012 - June 2013
ICF Philadelphia November 2010 - December 2011
AstraZeneca Pharmaceuticals May 2006 - October 2008
Independent Consulting February 2004 - May 2006
The Vanguard Group November 1996 - January 2004
Exelon September 1992 - November 1996
Skills
Leadership Development, Organizational..., Performance Management, Coaching, Talent Management, Executive Coaching, Succession Planning, Change Management, Organizational..., Career Development, Employee Engagement, Onboarding, Employee Relations, Organizational Design, MBTI, Leadership, Career Counseling, Process Improvement, Strategic Planning, Business Planning, Human Resources, Management Development, Strategy, Interviews, Recruiting, Workshop Facilitation, Nonprofits, Talent Acquisition, Training, Cross-functional Team..., Management Consulting, Team Building, Staff Development, Conflict Resolution, Instructional Design, Program Management, Consulting, Management, Resume Writing, Culture Change, Employee Training, Performance Improvement, Executive Development, Career Management, Executive Management, Personnel Management, Facilitation, Training Delivery
Education
Bryn Mawr College
B.A., Psychology
Temple University
M.A., Psychology
John Armknecht, CIMA John Armknecht, CIMA's The Vanguard Group Experience August 1992 - August 1996
Job Vice President at Wells Fargo
Industry Investment Management
Experience
Wells Fargo November 1998 - Present
Charles Schwab September 1996 - November 1998
The Vanguard Group August 1992 - August 1996
Skills
Portfolio Management, Investments, Series 63, Asset Allocation, Mutual Funds, Wealth Management, Financial Analysis, Investment Advisory, Investment Strategies, Asset Managment, Financial Services, 401k, Retirement Planning, Alternative Investments, Financial Modeling, Investment Management, Fixed Income, Relationship Management, Equities, Hedge Funds, Securities, Financial Advisory
Education
Carnegie Mellon University - Tepper School of Business 1990 — 1992
MBA, Finance and Marketing
Brigham Young University 1984 — 1987
Bachelor of Science (BS), Mathematics
Wells Fargo November 1998 - Present
Charles Schwab September 1996 - November 1998
The Vanguard Group August 1992 - August 1996
Skills
Portfolio Management, Investments, Series 63, Asset Allocation, Mutual Funds, Wealth Management, Financial Analysis, Investment Advisory, Investment Strategies, Asset Managment, Financial Services, 401k, Retirement Planning, Alternative Investments, Financial Modeling, Investment Management, Fixed Income, Relationship Management, Equities, Hedge Funds, Securities, Financial Advisory
Education
Carnegie Mellon University - Tepper School of Business 1990 — 1992
MBA, Finance and Marketing
Brigham Young University 1984 — 1987
Bachelor of Science (BS), Mathematics
Maxwell Mickey Maxwell Mickey's The Vanguard Group Experience June 2012 - February 2013
Job Sales Analyst at Passport Mobile Payments for Parking and Transit
Industry Financial Services
Experience
Passport - Mobile Payments for Parking and Transit February 2015 - Present
Ally Financial Inc. February 2013 - February 2015
The Vanguard Group June 2012 - February 2013
Lighthouse Financial Group September 2011 - May 2012
MXW Books January 2011 - May 2012
Bleacher Report February 2011 - February 2012
Chicago Wolves August 2010 - November 2010
Skills
Leadership, Sales, Customer Service, Financial Analysis, Public Speaking, Research, Written and Oral..., Social Media, Microsoft Word, Microsoft Excel, Finance, Strategic Planning, Team Leadership, Sports, Event Planning, Analysis, Technology Integration, Microsoft Office, Salesforce.com, Management, Team Building, PowerPoint, Event Management, Marketing Strategy, Series 7, Series 63, Sports Management, Treasury Management, Salesforce, Marketing, CRM
Education
Aurora University 2010 — 2012
Bachelor of Arts - 3.85 GPA, Business and Commerce
Dominican University 2008 — 2010
Bachelors of Arts, Business and Commerce
Marmion Academy 2004 — 2008
Marmion Academy 2004 — 2008
Passport - Mobile Payments for Parking and Transit February 2015 - Present
Ally Financial Inc. February 2013 - February 2015
The Vanguard Group June 2012 - February 2013
Lighthouse Financial Group September 2011 - May 2012
MXW Books January 2011 - May 2012
Bleacher Report February 2011 - February 2012
Chicago Wolves August 2010 - November 2010
Skills
Leadership, Sales, Customer Service, Financial Analysis, Public Speaking, Research, Written and Oral..., Social Media, Microsoft Word, Microsoft Excel, Finance, Strategic Planning, Team Leadership, Sports, Event Planning, Analysis, Technology Integration, Microsoft Office, Salesforce.com, Management, Team Building, PowerPoint, Event Management, Marketing Strategy, Series 7, Series 63, Sports Management, Treasury Management, Salesforce, Marketing, CRM
Education
Aurora University 2010 — 2012
Bachelor of Arts - 3.85 GPA, Business and Commerce
Dominican University 2008 — 2010
Bachelors of Arts, Business and Commerce
Marmion Academy 2004 — 2008
Marmion Academy 2004 — 2008
Lauren Higgins Lauren Higgins's The Vanguard Group Experience 2001 - 2005
Job
Industry Financial Services
Experience
- April 2011 - Present
LIncoln Financial Group June 2014 - January 2015
Cambridge Associates, LLC 2006 - 2009
JPMorgan Retirement Plan Services 2005 - 2006
The Vanguard Group 2001 - 2005
The Vanguard Group 1998 - 2001
Mellon Bond Associates 1997 - 1998
Skills
Strategy, Strategic Planning, Mutual Funds, Marketing Strategy, Marketing Communications, Marketing, Leadership, Financial Services, Strategic Communications
Education
Drexel University 2000 — 2004
M.B.A., Investment Management
Carnegie Mellon University 1996 — 1998
M.A., Professional Writing
College of the Holy Cross 1992 — 1996
B.A., English
- April 2011 - Present
LIncoln Financial Group June 2014 - January 2015
Cambridge Associates, LLC 2006 - 2009
JPMorgan Retirement Plan Services 2005 - 2006
The Vanguard Group 2001 - 2005
The Vanguard Group 1998 - 2001
Mellon Bond Associates 1997 - 1998
Skills
Strategy, Strategic Planning, Mutual Funds, Marketing Strategy, Marketing Communications, Marketing, Leadership, Financial Services, Strategic Communications
Education
Drexel University 2000 — 2004
M.B.A., Investment Management
Carnegie Mellon University 1996 — 1998
M.A., Professional Writing
College of the Holy Cross 1992 — 1996
B.A., English
Janice Weinberg Janice Weinberg's The Vanguard Group Experience May 2008 - August 2008
Job Project Manager at Adobe
Industry Information Technology and Services
Experience
Adobe April 2014 - Present
Adobe Systems March 2011 - April 2014
Adobe Systems July 2009 - March 2011
The Vanguard Group May 2008 - August 2008
Skills
MS Office Suite, MS Project, Visio, Minitab, Eclipse, Xcelsius, HTML + CSS, MySQL, Adobe Creative Suite, iLife, HTML, Business Analysis, Business Objects, Microsoft Office, SharePoint, Crystal Xcelsius, ALM, Project Accounting, Project Planning, Project Delivery, Project Coordination, Project Finance, Software Development..., Software Development..., Agile Project Management, Certified Scrum Master..., Release Management, Cross-functional Team..., Global Delivery, Global Operations, Global Management, User Experience, SDLC, Scrum, Microsoft Project, Software Development, Project Management, Agile Methodologies, Enterprise Architecture, Analytics, Management, Program Management
Education
Carnegie Mellon University 2005 — 2009
B.S., Information Systems, Human-Computer Interaction
IES Abroad 2007 — 2007
Pennsylvania Governor's School of Information Technology 2004 — 2004
Information Sciences and Technology
Adobe April 2014 - Present
Adobe Systems March 2011 - April 2014
Adobe Systems July 2009 - March 2011
The Vanguard Group May 2008 - August 2008
Skills
MS Office Suite, MS Project, Visio, Minitab, Eclipse, Xcelsius, HTML + CSS, MySQL, Adobe Creative Suite, iLife, HTML, Business Analysis, Business Objects, Microsoft Office, SharePoint, Crystal Xcelsius, ALM, Project Accounting, Project Planning, Project Delivery, Project Coordination, Project Finance, Software Development..., Software Development..., Agile Project Management, Certified Scrum Master..., Release Management, Cross-functional Team..., Global Delivery, Global Operations, Global Management, User Experience, SDLC, Scrum, Microsoft Project, Software Development, Project Management, Agile Methodologies, Enterprise Architecture, Analytics, Management, Program Management
Education
Carnegie Mellon University 2005 — 2009
B.S., Information Systems, Human-Computer Interaction
IES Abroad 2007 — 2007
Pennsylvania Governor's School of Information Technology 2004 — 2004
Information Sciences and Technology
Gina Vitucci,CIMA® Gina Vitucci,CIMA®'s The Vanguard Group Experience 2006 - November 2013
Job Sales Administration Manager International Sales
Industry Financial Services
Experience
Vanguard October 2013 - Present
The Vanguard Group 2006 - November 2013
Skills
Series 7, Series 63, Mutual Funds, 401k, Retirement, Investments, Defined Contribution, CRM, Relationship Management, Defined Benefit, Financial Services
Education
Bloomsburg University of Pennsylvania 1990 — 1994
Bachelor of Science (BS)
Vanguard October 2013 - Present
The Vanguard Group 2006 - November 2013
Skills
Series 7, Series 63, Mutual Funds, 401k, Retirement, Investments, Defined Contribution, CRM, Relationship Management, Defined Benefit, Financial Services
Education
Bloomsburg University of Pennsylvania 1990 — 1994
Bachelor of Science (BS)
Todd Elliott's The Vanguard Group Experience May 2008 - July 2014
Job Executive Director, Process Excellence at Chase
Industry Financial Services
Experience
Chase July 2014 - Present
The Vanguard Group May 2008 - July 2014
GE Healthcare October 2004 - May 2008
GE Capital September 2001 - September 2004
Orbit Commerce (acquired by Digital River) January 2001 - May 2001
Grainger.com September 2000 - December 2000
The Kraft Heinz Company July 1997 - September 2000
US Army May 1993 - June 1997
US Army October 1987 - July 1990
Skills
Six Sigma, Lean, Lean Principles, DMAIC, IT Management, IT Outsourcing, IT Strategy, Project Management, Cross-functional Team..., Process Improvement, Lean Processes, Business Process..., Lean Operations, Lean Transformation, Lean Management, Lean Manufacturing, Change Management, Management, Vendor Management, Program Management, SDLC, Coaching, CRM, Outsourcing, Strategy, Business Analysis, Analysis, Continuous Improvement, Supply Chain Management, Training, Team Building, Software Documentation, Strategic Planning, Black Belt, PMO, Process Engineering, Consulting, Operational Excellence, Project Portfolio..., Business Process, PMP, Business Transformation, Risk Management, Budgets, Business Process..., Strategic Sourcing, Operations Management, Process Management, Management Consulting, Leadership
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.), Finance, Marketing
Bowie State University
Master's Degree, Management Information Systems
Purdue University
Bachelor's Degree, Mathematics/Computer Science
Chase July 2014 - Present
The Vanguard Group May 2008 - July 2014
GE Healthcare October 2004 - May 2008
GE Capital September 2001 - September 2004
Orbit Commerce (acquired by Digital River) January 2001 - May 2001
Grainger.com September 2000 - December 2000
The Kraft Heinz Company July 1997 - September 2000
US Army May 1993 - June 1997
US Army October 1987 - July 1990
Skills
Six Sigma, Lean, Lean Principles, DMAIC, IT Management, IT Outsourcing, IT Strategy, Project Management, Cross-functional Team..., Process Improvement, Lean Processes, Business Process..., Lean Operations, Lean Transformation, Lean Management, Lean Manufacturing, Change Management, Management, Vendor Management, Program Management, SDLC, Coaching, CRM, Outsourcing, Strategy, Business Analysis, Analysis, Continuous Improvement, Supply Chain Management, Training, Team Building, Software Documentation, Strategic Planning, Black Belt, PMO, Process Engineering, Consulting, Operational Excellence, Project Portfolio..., Business Process, PMP, Business Transformation, Risk Management, Budgets, Business Process..., Strategic Sourcing, Operations Management, Process Management, Management Consulting, Leadership
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.), Finance, Marketing
Bowie State University
Master's Degree, Management Information Systems
Purdue University
Bachelor's Degree, Mathematics/Computer Science
Daniel Sandberg's The Vanguard Group Experience May 2007 - August 2007
Job Software Engineer
Industry Computer Software
Experience
Trusted Family September 2014 - Present
SR Technologies February 2010 - June 2014
Cisco Systems September 2008 - December 2008
PricewaterhouseCoopers June 2008 - August 2008
Alipr.com August 2007 - May 2008
Penn State Red Cross Club September 2007 - December 2007
The Vanguard Group May 2007 - August 2007
AmerisourceBergen Corporation May 2007 - August 2007
Skills
C#, Ruby, .NET, RSpec, Moq, Visual Studio, RubyMine, Git, Github, Test Driven Development, C, Java, Rake, WPF, WinForms, Swing, TCP, UDP, HTTP, Protocol Buffers, TFS, Scrum, Assembly Language, Prism, Processing, Entity Framework, Distributed Ruby, Microsoft SQL Server, ElasticSearch, Access, GDB, Subversion
Education
Carnegie Mellon University 2014 — 2015
Master’s Degree, Software Engineering, 3.70
Penn State University 2006 — 2009
BS, Information Sciences and Technology
Trusted Family September 2014 - Present
SR Technologies February 2010 - June 2014
Cisco Systems September 2008 - December 2008
PricewaterhouseCoopers June 2008 - August 2008
Alipr.com August 2007 - May 2008
Penn State Red Cross Club September 2007 - December 2007
The Vanguard Group May 2007 - August 2007
AmerisourceBergen Corporation May 2007 - August 2007
Skills
C#, Ruby, .NET, RSpec, Moq, Visual Studio, RubyMine, Git, Github, Test Driven Development, C, Java, Rake, WPF, WinForms, Swing, TCP, UDP, HTTP, Protocol Buffers, TFS, Scrum, Assembly Language, Prism, Processing, Entity Framework, Distributed Ruby, Microsoft SQL Server, ElasticSearch, Access, GDB, Subversion
Education
Carnegie Mellon University 2014 — 2015
Master’s Degree, Software Engineering, 3.70
Penn State University 2006 — 2009
BS, Information Sciences and Technology
Anatoly Shtekhman, CFA Anatoly Shtekhman, CFA's The Vanguard Group Experience June 2007 - Present
Job Manager at The Vanguard Group
Industry Investment Management
Experience
The Vanguard Group June 2007 - Present
Radian December 2006 - June 2007
John Hancock 2001 - 2007
Skills
Capital Markets, Asset Allocation, Portfolio Management, Fixed Income, Risk Management, Investment Strategies, Mutual Funds, Investment Management, Investments, Equities, Alternative Investments, Asset Managment, Financial Modeling, Hedge Funds, Valuation
Education
Wharton, University of Pennsylvania 2011 — 2013
MBA
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2004
MSF, Finance
University of Scranton 1996 — 2000
BS, Mathematics
The Vanguard Group June 2007 - Present
Radian December 2006 - June 2007
John Hancock 2001 - 2007
Skills
Capital Markets, Asset Allocation, Portfolio Management, Fixed Income, Risk Management, Investment Strategies, Mutual Funds, Investment Management, Investments, Equities, Alternative Investments, Asset Managment, Financial Modeling, Hedge Funds, Valuation
Education
Wharton, University of Pennsylvania 2011 — 2013
MBA
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2004
MSF, Finance
University of Scranton 1996 — 2000
BS, Mathematics
Tim Bursell's The Vanguard Group Experience October 2008 - April 2014
Job Partner at ELP Tax Group
Industry Financial Services
Experience
ELP Tax Group January 2015 - Present
The Vanguard Group October 2008 - April 2014
Skills
Retirement Income..., Tax Preparation, Qualified Retirement..., Retirement Benefits
Education
Bemidji State University 1974 — 1979
Bachelor's Degree, Business
ELP Tax Group January 2015 - Present
The Vanguard Group October 2008 - April 2014
Skills
Retirement Income..., Tax Preparation, Qualified Retirement..., Retirement Benefits
Education
Bemidji State University 1974 — 1979
Bachelor's Degree, Business
Ellen E. Sweeney, Ph.D.'s The Vanguard Group Experience April 2013 - December 2013
Job Executive SecretaryState Transportation Commission, PA Department of Transportation
Industry Government Administration
Experience
Pennsylvania Department of Transportation (PennDOT) August 2015 - Present
Pennsylvania Department of Human Services March 2015 - August 2015
Governor-Elect Tom Wolf Transition Team December 2014 - January 2015
Tom Wolf For Governor 2014 - November 2014
Ruth Damsker for State Senate September 2014 - October 2014
Taj Hotels Resorts and Palaces May 2012 - September 2014
Habitat for Humanity/Vanguard Group November 2013 - January 2014
The Vanguard Group April 2013 - December 2013
Janet B. Matts, LLC December 2012 - April 2013
University of Iowa September 2002 - May 2008
Skills
Public Relations, Marketing, Cross-cultural Research, Cross-cultural..., Microsoft Word, SEO copywriting, Research, Intercultural Education, Microsoft Office, Editing, Data Analysis, Microsoft Excel, Cross-cultural..., Teaching, Social Media, PowerPoint, Proofreading, Editorial, Copywriting, Strategic Communications, SEO, Internal Communications, Web Content, Budgets, Strategy, Brand Development, Social Media Marketing, Writing, Public Speaking, Event Planning
Education
The University of Iowa
Ph.D., Film Studies
New York University
M.A., interdisciplinary
American Institute of Indian Studies
Hindi Language and Literature Program
American Institute of Indian Studies
Urdu Language and Literature Program
Bryn Mawr College
A.B., English
Pennsylvania Department of Transportation (PennDOT) August 2015 - Present
Pennsylvania Department of Human Services March 2015 - August 2015
Governor-Elect Tom Wolf Transition Team December 2014 - January 2015
Tom Wolf For Governor 2014 - November 2014
Ruth Damsker for State Senate September 2014 - October 2014
Taj Hotels Resorts and Palaces May 2012 - September 2014
Habitat for Humanity/Vanguard Group November 2013 - January 2014
The Vanguard Group April 2013 - December 2013
Janet B. Matts, LLC December 2012 - April 2013
University of Iowa September 2002 - May 2008
Skills
Public Relations, Marketing, Cross-cultural Research, Cross-cultural..., Microsoft Word, SEO copywriting, Research, Intercultural Education, Microsoft Office, Editing, Data Analysis, Microsoft Excel, Cross-cultural..., Teaching, Social Media, PowerPoint, Proofreading, Editorial, Copywriting, Strategic Communications, SEO, Internal Communications, Web Content, Budgets, Strategy, Brand Development, Social Media Marketing, Writing, Public Speaking, Event Planning
Education
The University of Iowa
Ph.D., Film Studies
New York University
M.A., interdisciplinary
American Institute of Indian Studies
Hindi Language and Literature Program
American Institute of Indian Studies
Urdu Language and Literature Program
Bryn Mawr College
A.B., English
Jessica Dellinger's The Vanguard Group Experience January 1999 - August 2006
Job Compliance Manager & Independent Consultant
Industry Investment Management
Experience
GenSpring Family Offices June 2010 - Present
RIA Solutions, LLC April 2010 - Present
Meridian United Capital, LLC April 2009 - June 2010
The Planning Group of Scottsdale, LLC December 2007 - June 2010
COUNTRY Financial® August 2006 - August 2007
The Vanguard Group® January 1999 - August 2006
Skills
SEC, Investment Advisers Act, Investment Company Act, CFTC, Commodity Exchange Act, Regulatory Requirements, Regulatory Compliance, Regulatory Filings, Risk Assessment, Surveillance, Testing, Risk Management, Policy Writing, Procedure Development, Procedure Review, Employee Training, Executive Reporting, Presentation Development, Series 65, Mutual Funds, Investments, Investment Advisory
Education
Auburn University 1995 — 1998
Bachelor of Science (B.S.), Finance
Michigan State University 1993 — 1995
Biology, General
GenSpring Family Offices June 2010 - Present
RIA Solutions, LLC April 2010 - Present
Meridian United Capital, LLC April 2009 - June 2010
The Planning Group of Scottsdale, LLC December 2007 - June 2010
COUNTRY Financial® August 2006 - August 2007
The Vanguard Group® January 1999 - August 2006
Skills
SEC, Investment Advisers Act, Investment Company Act, CFTC, Commodity Exchange Act, Regulatory Requirements, Regulatory Compliance, Regulatory Filings, Risk Assessment, Surveillance, Testing, Risk Management, Policy Writing, Procedure Development, Procedure Review, Employee Training, Executive Reporting, Presentation Development, Series 65, Mutual Funds, Investments, Investment Advisory
Education
Auburn University 1995 — 1998
Bachelor of Science (B.S.), Finance
Michigan State University 1993 — 1995
Biology, General
Michael Cocco Michael Cocco's The Vanguard Group Experience June 2013 - Present
Job Project Administrator at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group June 2013 - Present
Skills
Microsoft Excel, Microsoft Word, Time Management, PowerPoint, Project Management, Data Analysis, Microsoft Office, Process Improvement, Customer Service, Mutual Funds, Investments
Education
Cabrini College 2005 — 2009
Bachelor of Arts (B.A.), History
Cabrini College 2005 — 2009
Bachelor of Arts (B.A.), Political Science and Government
The Vanguard Group June 2013 - Present
Skills
Microsoft Excel, Microsoft Word, Time Management, PowerPoint, Project Management, Data Analysis, Microsoft Office, Process Improvement, Customer Service, Mutual Funds, Investments
Education
Cabrini College 2005 — 2009
Bachelor of Arts (B.A.), History
Cabrini College 2005 — 2009
Bachelor of Arts (B.A.), Political Science and Government
Timothy Muldoon Timothy Muldoon's The Vanguard Group Experience April 2010 - Present
Job at
Industry Financial Services
Experience
Vanguard May 2014 - Present
The Vanguard Group April 2010 - Present
Vanguard September 2006 - April 2010
Skills
Project Management, Visio, Business Analysis, Process Improvement, PMO, MS Project, Financial Services, SharePoint, Vendor Management, Program Management
Education
Temple University 2004 — 2006
Bachelor of Arts (B.A.), Broadcast Journalism
Bloomsburg University of Pennsylvania 2002 — 2004
Vanguard May 2014 - Present
The Vanguard Group April 2010 - Present
Vanguard September 2006 - April 2010
Skills
Project Management, Visio, Business Analysis, Process Improvement, PMO, MS Project, Financial Services, SharePoint, Vendor Management, Program Management
Education
Temple University 2004 — 2006
Bachelor of Arts (B.A.), Broadcast Journalism
Bloomsburg University of Pennsylvania 2002 — 2004
Robert Sperduti Robert Sperduti's The Vanguard Group Experience June 2013 - June 2015
Job Participant Services at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group June 2013 - June 2015
Washington Elementary School District June 2004 - June 2015
Skills
Curriculum Design, Curriculum Development, Teaching, Educational Leadership, Classroom, Educational Technology, Higher Education, Lesson Planning, Tutoring, Instructional Design, Microsoft Office, Elementary Education
Education
California State University-Long Beach 1989 — 1992
Master of Business Administration (MBA), Finance, General
Arizona State University 1976 — 1982
Bachelor of Science (B.S.), Business Administration, Management and Operations
The Vanguard Group June 2013 - June 2015
Washington Elementary School District June 2004 - June 2015
Skills
Curriculum Design, Curriculum Development, Teaching, Educational Leadership, Classroom, Educational Technology, Higher Education, Lesson Planning, Tutoring, Instructional Design, Microsoft Office, Elementary Education
Education
California State University-Long Beach 1989 — 1992
Master of Business Administration (MBA), Finance, General
Arizona State University 1976 — 1982
Bachelor of Science (B.S.), Business Administration, Management and Operations
Renu Aggarwal's The Vanguard Group Experience May 2006 - April 2007
Job Human Resurces Business Partner at Pacific Gas and Electric Company
Industry Utilities
Experience
Pacific Gas and Electric Company September 2014 - Present
PG&E March 2014 - September 2014
PG&E July 2013 - March 2014
PG&E March 2010 - July 2013
Exelon Corporation May 2007 - March 2010
The Vanguard Group May 2006 - April 2007
The Vanguard Group May 2005 - May 2006
The Vanguard Group March 2000 - May 2005
Skills
Building Relationships, Relationship Management, Resource Management, Social Media, College Recruiting, Performance Improvement, Corporate Communications, Project Coordination, Operations Management, Customer Retention, Organizational Design, Recruiting, Human Resources, Interviews, Process Improvement, Internet Recruiting, Talent Management, Sourcing, Talent Acquisition, Applicant Tracking..., CRM, Leadership, Management, Personnel Management, Temporary Placement
Education
Ball State University 1992 — 1996
Bachelor of Science, Marketing
Pacific Gas and Electric Company September 2014 - Present
PG&E March 2014 - September 2014
PG&E July 2013 - March 2014
PG&E March 2010 - July 2013
Exelon Corporation May 2007 - March 2010
The Vanguard Group May 2006 - April 2007
The Vanguard Group May 2005 - May 2006
The Vanguard Group March 2000 - May 2005
Skills
Building Relationships, Relationship Management, Resource Management, Social Media, College Recruiting, Performance Improvement, Corporate Communications, Project Coordination, Operations Management, Customer Retention, Organizational Design, Recruiting, Human Resources, Interviews, Process Improvement, Internet Recruiting, Talent Management, Sourcing, Talent Acquisition, Applicant Tracking..., CRM, Leadership, Management, Personnel Management, Temporary Placement
Education
Ball State University 1992 — 1996
Bachelor of Science, Marketing
George Herz, MBA, PHR George Herz, MBA, PHR's The Vanguard Group Experience April 2008 - September 2009
Job Compensation Consultant Assistant Vice President at State Street
Industry Human Resources
Experience
State Street November 2014 - Present
Sapient September 2013 - November 2014
Houghton Mifflin Harcourt May 2011 - May 2013
K&L Gates June 2010 - April 2011
The Vanguard Group April 2008 - September 2009
The Vanguard Group August 2006 - April 2008
The Vanguard Group November 2004 - August 2006
Skills
Cross-functional Team..., Leadership Development, Program Management, Process Improvement, Project Management, Leadership, Management, Analysis, Strategic Planning, Human Resources, Training, Business Development, Strategy
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2011
MBA, Global Leadership, Marketing Informatics
Villanova University 2000 — 2004
BA, Communication
State Street November 2014 - Present
Sapient September 2013 - November 2014
Houghton Mifflin Harcourt May 2011 - May 2013
K&L Gates June 2010 - April 2011
The Vanguard Group April 2008 - September 2009
The Vanguard Group August 2006 - April 2008
The Vanguard Group November 2004 - August 2006
Skills
Cross-functional Team..., Leadership Development, Program Management, Process Improvement, Project Management, Leadership, Management, Analysis, Strategic Planning, Human Resources, Training, Business Development, Strategy
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2011
MBA, Global Leadership, Marketing Informatics
Villanova University 2000 — 2004
BA, Communication
Jeff Pickholtz's The Vanguard Group Experience August 2000 - Present
Job IT Manager at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group August 2000 - Present
Phoenix Investment Partners August 1992 - August 2000
Pratt & Whitney January 1985 - August 1992
Bank of America June 1981 - September 1983
Skills
SDLC, Business Analysis, SQL, Agile Methodologies, IT Management, DB2, IT Strategy, Process Improvement, Data Modeling, Requirements Gathering, Software Project..., Requirements Analysis, Enterprise Architecture
Education
Boston University Questrom School of Business 1983 — 1985
MBA
Rutgers University-New Brunswick 1977 — 1981
BA
The Vanguard Group August 2000 - Present
Phoenix Investment Partners August 1992 - August 2000
Pratt & Whitney January 1985 - August 1992
Bank of America June 1981 - September 1983
Skills
SDLC, Business Analysis, SQL, Agile Methodologies, IT Management, DB2, IT Strategy, Process Improvement, Data Modeling, Requirements Gathering, Software Project..., Requirements Analysis, Enterprise Architecture
Education
Boston University Questrom School of Business 1983 — 1985
MBA
Rutgers University-New Brunswick 1977 — 1981
BA
Gina Heiberger Gina Heiberger's The Vanguard Group Experience September 2010 - Present
Job Corporate Action Administrator at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group September 2010 - Present
Vanguard March 2009 - September 2010
The Vanguard Group April 2007 - March 2009
First Credit Union June 2005 - April 2007
Skills
Strategic Financial..., Series 7, Business Relationship..., Risk Management, Financial Analysis, Finance, Corporate Actions, Project Management, Relationship Management, Series 63, Investments, Equity Trading, 401k, Banking, Asset Allocation, Mutual Funds, Bloomberg Terminal, microsoft o, Stocks, Bonds, Options
Education
University of Arizona, Eller College of Management 2011 — 2012
MBA
Augsburg College 2001 — 2005
Bachelors, Business Administration - Management
The Vanguard Group September 2010 - Present
Vanguard March 2009 - September 2010
The Vanguard Group April 2007 - March 2009
First Credit Union June 2005 - April 2007
Skills
Strategic Financial..., Series 7, Business Relationship..., Risk Management, Financial Analysis, Finance, Corporate Actions, Project Management, Relationship Management, Series 63, Investments, Equity Trading, 401k, Banking, Asset Allocation, Mutual Funds, Bloomberg Terminal, microsoft o, Stocks, Bonds, Options
Education
University of Arizona, Eller College of Management 2011 — 2012
MBA
Augsburg College 2001 — 2005
Bachelors, Business Administration - Management
Anthony Lanza's The Vanguard Group Experience June 2001 - September 2002
Job Lead Technologist at Booz Allen Hamilton
Industry Information Technology and Services
Experience
Booz Allen Hamilton February 2015 - Present
QVine Corporation June 2014 - February 2015
Red Hat November 2012 - June 2014
Lockheed Martin September 2004 - November 2012
CIGNA Group Insurance September 2002 - September 2004
The Vanguard Group June 2001 - September 2002
Skills
Software Engineering, Linux, Python, Perl, Java, Bash, Configuration Management, Ansible, Puppet, Penetration Testing, Computer Security, Information Assurance, Agile Methodologies, Linux server..., Linux System..., Linux Security, Information Security..., Cyber Security, Agile
Education
Bucknell University 1997 — 2001
BA
Booz Allen Hamilton February 2015 - Present
QVine Corporation June 2014 - February 2015
Red Hat November 2012 - June 2014
Lockheed Martin September 2004 - November 2012
CIGNA Group Insurance September 2002 - September 2004
The Vanguard Group June 2001 - September 2002
Skills
Software Engineering, Linux, Python, Perl, Java, Bash, Configuration Management, Ansible, Puppet, Penetration Testing, Computer Security, Information Assurance, Agile Methodologies, Linux server..., Linux System..., Linux Security, Information Security..., Cyber Security, Agile
Education
Bucknell University 1997 — 2001
BA
Jeff McAveney Jeff McAveney's The Vanguard Group Experience August 2005 - August 2006
Job Reverse Engineering Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo Bank N.A January 2012 - Present
Wells Fargo Bank N.A. September 2006 - Present
The Vanguard Group August 2005 - August 2006
The Vanguard Group June 2003 - August 2005
Education
Binghamton University 1999 — 2004
BS, Economics
Wells Fargo Bank N.A January 2012 - Present
Wells Fargo Bank N.A. September 2006 - Present
The Vanguard Group August 2005 - August 2006
The Vanguard Group June 2003 - August 2005
Education
Binghamton University 1999 — 2004
BS, Economics
Richard Natoli Richard Natoli's The Vanguard Group Experience April 1996 - July 2005
Job Vice President, Portfolio Management & External Training at Vitalyst
Industry Information Technology and Services
Experience
Vitalyst August 2014 - Present
Vitalyst November 2010 - August 2014
Stroll February 2008 - November 2010
Diversified Storage Solutions September 2006 - February 2008
ENC Properties LP. 2004 - 2007
The Vanguard Group April 1996 - July 2005
Skills
Account Management, Strategy, Leadership, CRM, Sales, Operations Management, B2B, Strategic Planning, Customer Service, Call Centers, Sales Management, Process Improvement, Management, Business Analysis, Project Management, Customer Satisfaction, Selling, Customer Retention, Contract Negotiation, Change Management, Direct Marketing, Cross-functional Team..., Lead Generation, Team Leadership, Coaching, Customer Experience, Sales Process, Direct Sales, Salesforce.com, Forecasting, Analysis, Negotiation, P&L Management, Performance Management, Team Building, Business Development, Training, Start-ups, B2B Sales Management, B2C Sales Management, Key Account Management, Six Sigma, Miller Heiman, Enterprise Software, Solution Selling, Business Process..., Strategic Partnerships, Vendor Management
Education
Bloomsburg University of Pennsylvania 1991 — 1996
Elementary Education
University of Phoenix
Business Management
Vitalyst August 2014 - Present
Vitalyst November 2010 - August 2014
Stroll February 2008 - November 2010
Diversified Storage Solutions September 2006 - February 2008
ENC Properties LP. 2004 - 2007
The Vanguard Group April 1996 - July 2005
Skills
Account Management, Strategy, Leadership, CRM, Sales, Operations Management, B2B, Strategic Planning, Customer Service, Call Centers, Sales Management, Process Improvement, Management, Business Analysis, Project Management, Customer Satisfaction, Selling, Customer Retention, Contract Negotiation, Change Management, Direct Marketing, Cross-functional Team..., Lead Generation, Team Leadership, Coaching, Customer Experience, Sales Process, Direct Sales, Salesforce.com, Forecasting, Analysis, Negotiation, P&L Management, Performance Management, Team Building, Business Development, Training, Start-ups, B2B Sales Management, B2C Sales Management, Key Account Management, Six Sigma, Miller Heiman, Enterprise Software, Solution Selling, Business Process..., Strategic Partnerships, Vendor Management
Education
Bloomsburg University of Pennsylvania 1991 — 1996
Elementary Education
University of Phoenix
Business Management
Anthony Sorrentino Anthony Sorrentino's The Vanguard Group Experience 1997 - 2003
Job Global Head of Volcker Customer Facing Trade Ratio (CFTR) Program
Industry Information Technology and Services
Experience
Deutsche Bank March 2011 - Present
Paychex June 2010 - March 2011
Sole Proprietorship October 2008 - June 2010
UnitedHealth Group July 2003 - September 2008
The Vanguard Group 1997 - 2003
Credit Suisse First Boston September 1988 - August 1997
Skills
Program Management, Outsourcing, Software Development, Cross-functional Team..., Management, PMP, Project Management, Project Portfolio..., Quality Assurance, Portfolio Management, Leadership, E-commerce, Back Office, SDLC, Business Transformation, IT Strategy, Enterprise Software, IT Management, Application Development, Vendor Management, Strategy, Financial Services, Business Analysis, Cloud Computing, Defined Contribution, Non Qualified Plans, 401k Administration, Data Management
Education
Baruch College, City University of New York (CUNY) 1988 — 1991
MBA, Finance
University at Albany, SUNY 1985 — 1986
B.S., Computer Science
Deutsche Bank March 2011 - Present
Paychex June 2010 - March 2011
Sole Proprietorship October 2008 - June 2010
UnitedHealth Group July 2003 - September 2008
The Vanguard Group 1997 - 2003
Credit Suisse First Boston September 1988 - August 1997
Skills
Program Management, Outsourcing, Software Development, Cross-functional Team..., Management, PMP, Project Management, Project Portfolio..., Quality Assurance, Portfolio Management, Leadership, E-commerce, Back Office, SDLC, Business Transformation, IT Strategy, Enterprise Software, IT Management, Application Development, Vendor Management, Strategy, Financial Services, Business Analysis, Cloud Computing, Defined Contribution, Non Qualified Plans, 401k Administration, Data Management
Education
Baruch College, City University of New York (CUNY) 1988 — 1991
MBA, Finance
University at Albany, SUNY 1985 — 1986
B.S., Computer Science
Anthony Todd Jr.'s The Vanguard Group Experience March 2000 - June 2006
Job Talent Development Specialist at Vertex Inc.
Industry Education Management
Experience
Vertex Inc. August 2010 - Present
Todd Résumé and Career Sevices LLC November 2012 - Present
Vanguard June 2006 - August 2010
The Vanguard Group March 2000 - June 2006
Comcast Metrophone/Cellular One (now AT&T Wireless) March 1997 - November 1999
Comcast Cellular November 1995 - March 1998
Skills
Team Building, Career Counseling, Resume Writing, Instructional Design, Process Improvement, Employee Training, Recruiting, Interviews, Leadership, Project Management, Leadership Development, Program Management, Coaching, Management, Talent Management, Onboarding, Management Consulting, Performance Management, Cross-functional Team...
Education
California University of Pennsylvania 1990 — 1995
Bachelors of Science, Business Admin. and Management
Plymouth-Whitemarsh High School 1986 — 1990
Vertex Inc. August 2010 - Present
Todd Résumé and Career Sevices LLC November 2012 - Present
Vanguard June 2006 - August 2010
The Vanguard Group March 2000 - June 2006
Comcast Metrophone/Cellular One (now AT&T Wireless) March 1997 - November 1999
Comcast Cellular November 1995 - March 1998
Skills
Team Building, Career Counseling, Resume Writing, Instructional Design, Process Improvement, Employee Training, Recruiting, Interviews, Leadership, Project Management, Leadership Development, Program Management, Coaching, Management, Talent Management, Onboarding, Management Consulting, Performance Management, Cross-functional Team...
Education
California University of Pennsylvania 1990 — 1995
Bachelors of Science, Business Admin. and Management
Plymouth-Whitemarsh High School 1986 — 1990
Chris Williams's The Vanguard Group Experience March 2009 - February 2013
Job SVP Marketing, Insights and Acquisition at Lending Club
Industry Financial Services
Experience
Lending Club September 2014 - Present
Vanguard February 2013 - August 2014
The Vanguard Group March 2009 - February 2013
Bill Me Later, Inc. 2007 - 2009
Tierney Holdings 2005 - 2006
ING DIRECT August 2000 - September 2005
Vlasic Foods International 1998 - 2000
Campbell Soup Company 1997 - 1998
Reckitt Benckiser 1991 - 1997
L & F Products 1991 - 1997
Skills
Advertising, Online Advertising, Direct Marketing, Direct Mail, Database Marketing, Segmentation, Customer Retention, Brand Management, Brand Awareness, Brand Advertising, Positioning, Product Development, Strategy, Leadership, New Product and Service..., Promotions, CRM, Market Research, Brand Development, Competitive Analysis, Marketing Strategy, Online Marketing, Social Media Marketing, Product Marketing, Relationship Marketing, Customer Insight, Marketing, Direct Response, Strategic Planning, Market Planning, Analytics, Marketing Research, Retail, Integrated Marketing, Business Strategy, Strategic Partnerships, Public Relations, Multi-channel Marketing, Positive Can-do Attitude, Cross-functional Team..., Start-ups, Customer Acquisition, E-commerce, Digital Marketing, Marketing Management
Education
Duke University Fuqua School of Business 1989 — 1991
MBA
Boston University 1980 — 1982
BSBA
Lending Club September 2014 - Present
Vanguard February 2013 - August 2014
The Vanguard Group March 2009 - February 2013
Bill Me Later, Inc. 2007 - 2009
Tierney Holdings 2005 - 2006
ING DIRECT August 2000 - September 2005
Vlasic Foods International 1998 - 2000
Campbell Soup Company 1997 - 1998
Reckitt Benckiser 1991 - 1997
L & F Products 1991 - 1997
Skills
Advertising, Online Advertising, Direct Marketing, Direct Mail, Database Marketing, Segmentation, Customer Retention, Brand Management, Brand Awareness, Brand Advertising, Positioning, Product Development, Strategy, Leadership, New Product and Service..., Promotions, CRM, Market Research, Brand Development, Competitive Analysis, Marketing Strategy, Online Marketing, Social Media Marketing, Product Marketing, Relationship Marketing, Customer Insight, Marketing, Direct Response, Strategic Planning, Market Planning, Analytics, Marketing Research, Retail, Integrated Marketing, Business Strategy, Strategic Partnerships, Public Relations, Multi-channel Marketing, Positive Can-do Attitude, Cross-functional Team..., Start-ups, Customer Acquisition, E-commerce, Digital Marketing, Marketing Management
Education
Duke University Fuqua School of Business 1989 — 1991
MBA
Boston University 1980 — 1982
BSBA
Norma Buhrman's The Vanguard Group Experience May 1997 - February 2010
Job Senior Marketing Manager at Federated Investors
Industry Marketing and Advertising
Experience
Federated Investors April 2012 - June 2013
U.S. Census Bureau March 2010 - June 2010
The Vanguard Group May 1997 - February 2010
Mellon Bank Corporation 1985 - 1995
Mansfield News Journal 1981 - 1982
Skills
Communication Training, Corporate Communications, Internal Communications, Copywriting, Event Planning, Press Releases, Communications Planning, Non-profits, Newsletters, Content Development, Web Content, Journalism, Financial Services, Marketing, Event Management, Strategy
Education
University of Phoenix 2005 — 2006
M.A., Adult and Distance Learning
The Ohio State University 1980 — 1981
M.A., Public Affairs Reporting
Bowling Green State University 1973 — 1977
Bachelor of Science (BS), Journalism
Federated Investors April 2012 - June 2013
U.S. Census Bureau March 2010 - June 2010
The Vanguard Group May 1997 - February 2010
Mellon Bank Corporation 1985 - 1995
Mansfield News Journal 1981 - 1982
Skills
Communication Training, Corporate Communications, Internal Communications, Copywriting, Event Planning, Press Releases, Communications Planning, Non-profits, Newsletters, Content Development, Web Content, Journalism, Financial Services, Marketing, Event Management, Strategy
Education
University of Phoenix 2005 — 2006
M.A., Adult and Distance Learning
The Ohio State University 1980 — 1981
M.A., Public Affairs Reporting
Bowling Green State University 1973 — 1977
Bachelor of Science (BS), Journalism
Arch Moberly's The Vanguard Group Experience September 2002 - January 2005
Job Sr. Configuration and Release Management Engineer
Industry Computer Software
Experience
SEI July 2014 - Present
eBay Enterprise February 2010 - July 2014
NAVTEQ, a Nokia company October 2009 - February 2010
GSI Commerce August 2009 - October 2009
Penn Mutual Life Insurance March 2005 - July 2009
The Vanguard Group September 2002 - January 2005
Reuters America / Reality Online November 1999 - August 2002
Lockheed Martin M&DS September 1996 - November 1999
Innovative Systems, Inc. May 1995 - January 1996
IBM May 1994 - August 1994
Skills
Configuration Management, Subversion, Linux, Maven, Perl, Shell Scripting, Change Management, AIX, Red Hat Linux, Solaris, Windows, CVS, Ant, Java, SQL, Weblogic, Websphere, Tomcat, Apache, Software Engineering, Software Design, Software Development..., Process Improvement, Testing, Agile Methodologies, Unix, Continuous Integration, SDLC, Oracle, XML, Software Configuration..., Bash, Distributed Systems, Requirements Analysis, Software Process..., Software Process..., Release Engineering, JIRA, Bamboo, Fisheye, Confluence, Software Deployment, VirtualBox, Apache Solr, Operating Systems, Web Applications, Integration, Test Driven Development
Education
Carnegie Mellon University 1995 — 1996
MSE, Software Engineering
Carnegie Mellon University 1991 — 1995
BS, Math and Computer Science with additional major in Social History
Robert E. Lee High School 1988 — 1991
Honor's Diploma
SEI July 2014 - Present
eBay Enterprise February 2010 - July 2014
NAVTEQ, a Nokia company October 2009 - February 2010
GSI Commerce August 2009 - October 2009
Penn Mutual Life Insurance March 2005 - July 2009
The Vanguard Group September 2002 - January 2005
Reuters America / Reality Online November 1999 - August 2002
Lockheed Martin M&DS September 1996 - November 1999
Innovative Systems, Inc. May 1995 - January 1996
IBM May 1994 - August 1994
Skills
Configuration Management, Subversion, Linux, Maven, Perl, Shell Scripting, Change Management, AIX, Red Hat Linux, Solaris, Windows, CVS, Ant, Java, SQL, Weblogic, Websphere, Tomcat, Apache, Software Engineering, Software Design, Software Development..., Process Improvement, Testing, Agile Methodologies, Unix, Continuous Integration, SDLC, Oracle, XML, Software Configuration..., Bash, Distributed Systems, Requirements Analysis, Software Process..., Software Process..., Release Engineering, JIRA, Bamboo, Fisheye, Confluence, Software Deployment, VirtualBox, Apache Solr, Operating Systems, Web Applications, Integration, Test Driven Development
Education
Carnegie Mellon University 1995 — 1996
MSE, Software Engineering
Carnegie Mellon University 1991 — 1995
BS, Math and Computer Science with additional major in Social History
Robert E. Lee High School 1988 — 1991
Honor's Diploma
Diane LeBold's The Vanguard Group Experience May 2000 - December 2011
Job Retired, but open to freelance projects
Industry Financial Services
Experience
home January 2012 - Present
The Vanguard Group May 2000 - December 2011
Wetherill Associates, Inc. June 1992 - March 2000
LeBold Business Communications November 1988 - June 1992
Nutrisystem Inc. July 1987 - November 1988
Commodore Business Machines 1982 - 1987
Skills
Corporate Communications, Web Content, Content Marketing, Proofreading, Copywriting, Editing, Direct Mail, Marketing Communications, Marketing, Advertising, Publications, Public Relations, Journalism, Publishing, Newsletters, Content Development, Research, Internal Communications, Copy Editing, Content Strategy
Education
San Francisco State University 1973 — 1976
Master of Arts (M.A.), English Language and Literature, General
Bucknell University 1963 — 1968
Bachelor of Arts (B.A.), Honors in English
home January 2012 - Present
The Vanguard Group May 2000 - December 2011
Wetherill Associates, Inc. June 1992 - March 2000
LeBold Business Communications November 1988 - June 1992
Nutrisystem Inc. July 1987 - November 1988
Commodore Business Machines 1982 - 1987
Skills
Corporate Communications, Web Content, Content Marketing, Proofreading, Copywriting, Editing, Direct Mail, Marketing Communications, Marketing, Advertising, Publications, Public Relations, Journalism, Publishing, Newsletters, Content Development, Research, Internal Communications, Copy Editing, Content Strategy
Education
San Francisco State University 1973 — 1976
Master of Arts (M.A.), English Language and Literature, General
Bucknell University 1963 — 1968
Bachelor of Arts (B.A.), Honors in English
Brad Chastain's The Vanguard Group Experience August 2007 - Present
Job Retirement Education Specialist at The Vanguard Group
Industry Internet
Experience
The Vanguard Group August 2007 - Present
The Vanguard Group August 2004 - July 2007
Education
Auburn University 1998 — 2003
B.S., Finance
The Vanguard Group August 2007 - Present
The Vanguard Group August 2004 - July 2007
Education
Auburn University 1998 — 2003
B.S., Finance
Thomas Buhay's The Vanguard Group Experience 2004 - Present
Job Processing Associate at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group 2004 - Present
Daniel Winters & Co. CPAs December 2002 - February 2004
Education
Bloomsburg University of Pennsylvania 1996 — 2000
Bachelor's, Accounting
The Vanguard Group 2004 - Present
Daniel Winters & Co. CPAs December 2002 - February 2004
Education
Bloomsburg University of Pennsylvania 1996 — 2000
Bachelor's, Accounting
Brad Hunt's The Vanguard Group Experience September 2008 - February 2009
Job UX Designer
Industry Computer Software
Experience
Optoro August 2014 - Present
SimpleTuition April 2011 - August 2014
NASA Ames Research Center March 2009 - January 2011
The Vanguard Group September 2008 - February 2009
SAP May 2007 - September 2007
SAP America, Inc. 2007 - 2007
BioAdvance 2004 - 2004
Skills
Contextual Inquiry, User-centered Design, Rapid Prototyping, Human Computer..., Usability Testing, User Experience, Web Design, Adobe Creative Suite, Information Architecture, Heuristic Evaluation, User Interface Design, Usability, Paper Prototyping, User Research, Interaction Design, Mobile Applications, Wireframes, User Experience Design, User Interface, Persona, Usability Engineering, Wire Framing, OmniGraffle, Task Analysis, Card Sorting
Education
Carnegie Mellon University 2007 — 2008
MHCI, Human-Computer Interaction
Virginia Polytechnic Institute and State University 2003 — 2007
BS, Computer Science
Optoro August 2014 - Present
SimpleTuition April 2011 - August 2014
NASA Ames Research Center March 2009 - January 2011
The Vanguard Group September 2008 - February 2009
SAP May 2007 - September 2007
SAP America, Inc. 2007 - 2007
BioAdvance 2004 - 2004
Skills
Contextual Inquiry, User-centered Design, Rapid Prototyping, Human Computer..., Usability Testing, User Experience, Web Design, Adobe Creative Suite, Information Architecture, Heuristic Evaluation, User Interface Design, Usability, Paper Prototyping, User Research, Interaction Design, Mobile Applications, Wireframes, User Experience Design, User Interface, Persona, Usability Engineering, Wire Framing, OmniGraffle, Task Analysis, Card Sorting
Education
Carnegie Mellon University 2007 — 2008
MHCI, Human-Computer Interaction
Virginia Polytechnic Institute and State University 2003 — 2007
BS, Computer Science
Amy Vollbrecht's The Vanguard Group Experience August 1999 - November 2003
Job
Industry Computer Software
Experience
The Vanguard Group August 1999 - November 2003
Verizon 1994 - 1999
Skills
Java, SDLC, Unix, Software Development, SQL, Java Enterprise Edition, XML, Websphere
Education
Bucknell University 1990 — 1994
BS, Mathematics
Mother of Sorrows
The Vanguard Group August 1999 - November 2003
Verizon 1994 - 1999
Skills
Java, SDLC, Unix, Software Development, SQL, Java Enterprise Edition, XML, Websphere
Education
Bucknell University 1990 — 1994
BS, Mathematics
Mother of Sorrows
Katrina Gamez's The Vanguard Group Experience July 2008 - June 2009
Job Vice President at Morgan Stanley Alternative Investment Partners
Industry Financial Services
Experience
Morgan Stanley Alternative Investment Partners May 2010 - Present
The Vanguard Group July 2008 - June 2009
AllianceBernstein March 2002 - May 2008
UBS PaineWebber 1999 - 2001
Skills
Alternative Investments, Mutual Funds, Investment Management, Portfolio Management, Equities, Fixed Income, Hedge Funds, Investments, Asset Allocation, Wealth Management, Private Equity, Series 7, Asset Management
Education
Boston College 1995 — 1999
Bishop Verot High School 1992 — 1995
Morgan Stanley Alternative Investment Partners May 2010 - Present
The Vanguard Group July 2008 - June 2009
AllianceBernstein March 2002 - May 2008
UBS PaineWebber 1999 - 2001
Skills
Alternative Investments, Mutual Funds, Investment Management, Portfolio Management, Equities, Fixed Income, Hedge Funds, Investments, Asset Allocation, Wealth Management, Private Equity, Series 7, Asset Management
Education
Boston College 1995 — 1999
Bishop Verot High School 1992 — 1995
Crystal Lee's The Vanguard Group Experience May 2007 - July 2007
Job Oracle Public Cloud Sales Consultant
Industry Information Technology and Services
Experience
Oracle October 2014 - Present
Accenture September 2013 - October 2014
Accenture May 2008 - December 2012
Accenture February 2012 - September 2012
Accenture April 2011 - December 2011
The Vanguard Group May 2007 - July 2007
Carnegie Mellon University January 2007 - March 2007
Skills
Integration, Salesforce.com, NetSuite, SQL, Microsoft SQL Server, Cloud Computing, Business Analysis, Technical Architecture, IT Infrastructure..., Solution Architecture, Functional Requirements, SaaS, Software Cost Estimation, Virtualization, Requirements Analysis, Oracle, Java, JavaScript, Vendor Relationships, VMware, Unix, Linux, Project Management, Software Development, Servers, Power Systems, Software Licensing, Server Architecture, Business Intelligence, Scheduling Management, Reseller Programs, Technical Requirements, Cloud Applications, Hybrid Cloud
Education
Carnegie Mellon University 2004 — 2008
BS, Electrical and Computer Engineering
Oracle October 2014 - Present
Accenture September 2013 - October 2014
Accenture May 2008 - December 2012
Accenture February 2012 - September 2012
Accenture April 2011 - December 2011
The Vanguard Group May 2007 - July 2007
Carnegie Mellon University January 2007 - March 2007
Skills
Integration, Salesforce.com, NetSuite, SQL, Microsoft SQL Server, Cloud Computing, Business Analysis, Technical Architecture, IT Infrastructure..., Solution Architecture, Functional Requirements, SaaS, Software Cost Estimation, Virtualization, Requirements Analysis, Oracle, Java, JavaScript, Vendor Relationships, VMware, Unix, Linux, Project Management, Software Development, Servers, Power Systems, Software Licensing, Server Architecture, Business Intelligence, Scheduling Management, Reseller Programs, Technical Requirements, Cloud Applications, Hybrid Cloud
Education
Carnegie Mellon University 2004 — 2008
BS, Electrical and Computer Engineering
Keith Zdimal's The Vanguard Group Experience August 2000 - Present
Job Project Manager at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group August 2000 - Present
Syracuse Language Systems 1997 - 2000
Open Environment 1995 - 1997
Skills
SDLC, Requirements Analysis, Business Analysis, Agile Project Management, Web Development, Software Project..., Project Management, Vendor Management, Visio, Process Improvement, Software Development, IT Strategy, Requirements Gathering
Education
Penn State University 2002 — 2005
M.B.A., Business
Binghamton University 1993 — 1995
M.S., Computer Science
SUNY at Buffalo 1989 — 1993
B.S., Computer Science
The Vanguard Group August 2000 - Present
Syracuse Language Systems 1997 - 2000
Open Environment 1995 - 1997
Skills
SDLC, Requirements Analysis, Business Analysis, Agile Project Management, Web Development, Software Project..., Project Management, Vendor Management, Visio, Process Improvement, Software Development, IT Strategy, Requirements Gathering
Education
Penn State University 2002 — 2005
M.B.A., Business
Binghamton University 1993 — 1995
M.S., Computer Science
SUNY at Buffalo 1989 — 1993
B.S., Computer Science
Michael Warnock's The Vanguard Group Experience January 2003 - December 2009
Job Information Security Engineer
Industry Financial Services
Experience
Vanguard April 2014 - Present
Vanguard March 2011 - March 2014
Vanguard January 2010 - April 2011
The Vanguard Group January 2003 - December 2009
Vanguard January 2000 - December 2002
Skills
Unix, Disaster Recovery, Unix Shell Scripting, Oracle, Enterprise Architecture, Red Hat Linux, Data Warehousing, Requirements Analysis, VMware, Shell Scripting, Linux, DNS, Agile Methodologies, IT Management, Business Analysis, Servers, System Administration, SDLC, Solaris, DB2, Veritas Volume Manager, Websphere, Sybase, Apache, SQL, Perl, Microsoft SQL Server, AIX, Active Directory, Storage Area Networks, Storage, Data Center, EMC Storage, Operating Systems, Storage Virtualization, Cluster, Clariion, Infrastructure
Education
Rutgers, The State University of New Jersey-Camden 1997 — 1999
Bachelor's degree, Mathematics and Computer Science
Camden County College 1995 — 1996
Business Administration and Management, General
Academy of Culinary Arts 1987 — 1989
Culinary Arts/Chef Training
Vanguard April 2014 - Present
Vanguard March 2011 - March 2014
Vanguard January 2010 - April 2011
The Vanguard Group January 2003 - December 2009
Vanguard January 2000 - December 2002
Skills
Unix, Disaster Recovery, Unix Shell Scripting, Oracle, Enterprise Architecture, Red Hat Linux, Data Warehousing, Requirements Analysis, VMware, Shell Scripting, Linux, DNS, Agile Methodologies, IT Management, Business Analysis, Servers, System Administration, SDLC, Solaris, DB2, Veritas Volume Manager, Websphere, Sybase, Apache, SQL, Perl, Microsoft SQL Server, AIX, Active Directory, Storage Area Networks, Storage, Data Center, EMC Storage, Operating Systems, Storage Virtualization, Cluster, Clariion, Infrastructure
Education
Rutgers, The State University of New Jersey-Camden 1997 — 1999
Bachelor's degree, Mathematics and Computer Science
Camden County College 1995 — 1996
Business Administration and Management, General
Academy of Culinary Arts 1987 — 1989
Culinary Arts/Chef Training
Chiara Sockel Renninger, CFP®'s The Vanguard Group Experience June 1998 - September 2000
Job Wealth Strategist at Herbein Wealth Management
Industry Financial Services
Experience
Herbein Wealth Management January 2003 - Present
Cadaret Grant September 2000 - January 2003
The Vanguard Group June 1998 - September 2000
Prophet 21 June 1997 - August 1998
Education
Bucknell University 1993 — 1997
Bachelor of Science in Business Adminstration, Business Management
Investment News Top 40 under 40
Investment News Top 40 under 40
Herbein Wealth Management January 2003 - Present
Cadaret Grant September 2000 - January 2003
The Vanguard Group June 1998 - September 2000
Prophet 21 June 1997 - August 1998
Education
Bucknell University 1993 — 1997
Bachelor of Science in Business Adminstration, Business Management
Investment News Top 40 under 40
Investment News Top 40 under 40
Dana (Alessandrine) Braverman's The Vanguard Group Experience August 1993 - Present
Job Project Manager at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group August 1993 - Present
Skills
SDLC, Requirements Gathering, Agile Methodologies, Portfolio Management, Series 63, Relationship Management, Financial Services, Investments, Requirements Analysis, Business Analysis, Program Management, Agile Project Management, Management, Vendor Management, Mutual Funds, IT Strategy, Process Improvement, Software Project..., Project Management
Education
Cabrini College 1985 — 1989
The Vanguard Group August 1993 - Present
Skills
SDLC, Requirements Gathering, Agile Methodologies, Portfolio Management, Series 63, Relationship Management, Financial Services, Investments, Requirements Analysis, Business Analysis, Program Management, Agile Project Management, Management, Vendor Management, Mutual Funds, IT Strategy, Process Improvement, Software Project..., Project Management
Education
Cabrini College 1985 — 1989
Frederick Strauch's The Vanguard Group Experience 2011 - 2015
Job The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group 2011 - 2015
The Vanguard Group 2007 - 2010
Providence High School 2005 - 2007
Skills
Portfolio Management, Investment Management, Client Relationship..., Financial Services, CRM, Financial Risk, Bloomberg, Equities, Options, Project Management, Marketing, Finance, Leadership, Equity Derivatives
Education
Baldwin Wallace University
Bachelor of Science, Mathematics
The Vanguard Group 2011 - 2015
The Vanguard Group 2007 - 2010
Providence High School 2005 - 2007
Skills
Portfolio Management, Investment Management, Client Relationship..., Financial Services, CRM, Financial Risk, Bloomberg, Equities, Options, Project Management, Marketing, Finance, Leadership, Equity Derivatives
Education
Baldwin Wallace University
Bachelor of Science, Mathematics
Helena McGinnis's The Vanguard Group Experience January 2011 - Present
Job Communication Associate at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group January 2011 - Present
Weichert Realtors April 2009 - August 2011
The Vanguard Group September 2008 - December 2010
Unionville Chadds Ford School District January 2004 - September 2008
spike5 March 2002 - August 2008
National Liberty Corporation October 1994 - July 1996
Environmental Resources Managment January 1991 - 1994
national liberty 1988 - 1991
National Liberty Corporation January 1988 - 1989
Skills
Research, Marketing, Customer Service
Education
Brigham Young University
Eastern University
BA, Business Management
The Vanguard Group January 2011 - Present
Weichert Realtors April 2009 - August 2011
The Vanguard Group September 2008 - December 2010
Unionville Chadds Ford School District January 2004 - September 2008
spike5 March 2002 - August 2008
National Liberty Corporation October 1994 - July 1996
Environmental Resources Managment January 1991 - 1994
national liberty 1988 - 1991
National Liberty Corporation January 1988 - 1989
Skills
Research, Marketing, Customer Service
Education
Brigham Young University
Eastern University
BA, Business Management
Matthew Gauthier's The Vanguard Group Experience January 2011 - Present
Job System Manager at The Vanguard Group
Industry Information Technology and Services
Experience
The Vanguard Group January 2011 - Present
The Vanguard Group February 2000 - May 2011
GE Capital April 1997 - January 2000
GE Capital August 1994 - April 1997
Education
Bucknell University 1990 — 1994
BS, math
The Vanguard Group January 2011 - Present
The Vanguard Group February 2000 - May 2011
GE Capital April 1997 - January 2000
GE Capital August 1994 - April 1997
Education
Bucknell University 1990 — 1994
BS, math
Andrea Wasser's The Vanguard Group Experience
Job Associate Counsel at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group
Education
Villanova University School of Law 1992 — 1992
LL.M., Taxation
New York University School of Law 1974 — 1977
J.D., Law
Barnard College
A.B., European History
The Vanguard Group
Education
Villanova University School of Law 1992 — 1992
LL.M., Taxation
New York University School of Law 1974 — 1977
J.D., Law
Barnard College
A.B., European History
Andelyn Robb's The Vanguard Group Experience June 2008 - February 2011
Job Development & Communication Director at Chariots For Hope, Inc.
Industry Financial Services
Experience
Chariots For Hope, Inc. March 2015 - Present
Vanguard February 2011 - March 2015
The Vanguard Group June 2008 - February 2011
The Vanguard Group 2007 - 2007
Skills
Leadership, Microsoft Office, Customer Service, Public Speaking, Strategic Planning, Event Planning, Project Management, Community Outreach, Team Building, Research, Corporate Communications, Strategic Communications, Microsoft Excel, Fundraising, Time Management, Nonprofits
Education
Cairn University 2004 — 2008
BS, Business Administration
Chariots For Hope, Inc. March 2015 - Present
Vanguard February 2011 - March 2015
The Vanguard Group June 2008 - February 2011
The Vanguard Group 2007 - 2007
Skills
Leadership, Microsoft Office, Customer Service, Public Speaking, Strategic Planning, Event Planning, Project Management, Community Outreach, Team Building, Research, Corporate Communications, Strategic Communications, Microsoft Excel, Fundraising, Time Management, Nonprofits
Education
Cairn University 2004 — 2008
BS, Business Administration
Jeremy Carroll's The Vanguard Group Experience January 2007 - Present
Job Client Administration Manager at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group January 2007 - Present
The Vanguard Group March 2004 - February 2007
Capital Innovations, LLC December 1998 - June 2000
Electric Picture Company August 1997 - December 1998
Skills
Leadership, Operations Management, Series 7, Process Management, Qualified Retirement..., Retirement Plan..., Series 63, Six Sigma, Sales Presentations, Series 24, Relationship Management, Financial Services, Mutual Funds, Process Improvement, 401k, Investments, CRM, Retirement Planning, Management, Retirement, Strategy, Analysis
Education
Temple University - Fox School of Business and Management
MBA, Finance
Baylor University
Bachelor of Arts, Telecommunications
The Vanguard Group January 2007 - Present
The Vanguard Group March 2004 - February 2007
Capital Innovations, LLC December 1998 - June 2000
Electric Picture Company August 1997 - December 1998
Skills
Leadership, Operations Management, Series 7, Process Management, Qualified Retirement..., Retirement Plan..., Series 63, Six Sigma, Sales Presentations, Series 24, Relationship Management, Financial Services, Mutual Funds, Process Improvement, 401k, Investments, CRM, Retirement Planning, Management, Retirement, Strategy, Analysis
Education
Temple University - Fox School of Business and Management
MBA, Finance
Baylor University
Bachelor of Arts, Telecommunications
Joseph Asselta, CIMA®'s The Vanguard Group Experience August 2005 - Present
Job Sales Executive at The Vanguard Group
Industry Investment Management
Experience
The Vanguard Group August 2005 - Present
AllianceBernstein February 1997 - December 2004
Education
Bentley University 1992 — 1996
Finance
The Vanguard Group August 2005 - Present
AllianceBernstein February 1997 - December 2004
Education
Bentley University 1992 — 1996
Finance
Nancy Flannery's The Vanguard Group Experience July 1998 - April 2001
Job Senior Product Manager at FIS
Industry Banking
Experience
FIS Global May 2014 - Present
FIS Global January 2013 - May 2014
FIS Global March 2011 - January 2013
Wilmington Trust August 2008 - March 2011
National Penn Bank October 2005 - August 2008
National Penn Bank July 2003 - October 2005
USDA-NRCS November 2001 - February 2003
The Vanguard Group July 1998 - April 2001
Skills
AML, Process Improvement, Business Analysis
Education
Cabrini College 2001 — 2005
BA, Organizational Management
FIS Global May 2014 - Present
FIS Global January 2013 - May 2014
FIS Global March 2011 - January 2013
Wilmington Trust August 2008 - March 2011
National Penn Bank October 2005 - August 2008
National Penn Bank July 2003 - October 2005
USDA-NRCS November 2001 - February 2003
The Vanguard Group July 1998 - April 2001
Skills
AML, Process Improvement, Business Analysis
Education
Cabrini College 2001 — 2005
BA, Organizational Management
Sandra Salmans's The Vanguard Group Experience June 1999 - August 2004
Job editor/writer selfemployed
Industry Public Relations and Communications
Experience
self-employed July 2009 - Present
Pew Charitable Trusts January 2006 - July 2009
The Vanguard Group June 1999 - August 2004
smithkline 1994 - 1996
World Bank 1990 - 1991
New York Times 1980 - 1986
International Management magazine and freelance October 1976 - September 1980
Skills
Editing, Newsletters, Press Releases, Writing, Publications, Nonprofits, Copy Editing, Blogging, Journalism, Public Relations, Marketing
Education
Barnard College
BA, English and economics
Columbia University - Graduate School of Journalism
MS, journalism
self-employed July 2009 - Present
Pew Charitable Trusts January 2006 - July 2009
The Vanguard Group June 1999 - August 2004
smithkline 1994 - 1996
World Bank 1990 - 1991
New York Times 1980 - 1986
International Management magazine and freelance October 1976 - September 1980
Skills
Editing, Newsletters, Press Releases, Writing, Publications, Nonprofits, Copy Editing, Blogging, Journalism, Public Relations, Marketing
Education
Barnard College
BA, English and economics
Columbia University - Graduate School of Journalism
MS, journalism
William Arnold, CFA's The Vanguard Group Experience January 2005 - June 2012
Job ETF Capital Markets
Industry Financial Services
Experience
Vanguard July 2012 - Present
The Vanguard Group January 2005 - June 2012
Vanguard January 2002 - December 2004
Skills
Investment Strategies, Financial Analysis, Bloomberg, Sales Process, Financial Markets, Strategic Planning, Sales Presentations, Capital Markets, Series 7, Series 63, ETFs, Equities, Fixed Income, Securities Lending, Series 65, Mutual Funds
Education
Villanova University 1999 — 2001
Master of Business Administration (MBA), Finance, General
Bloomsburg University of Pennsylvania 1992 — 1996
Bachelor of Science (BS), Finance, General
Vanguard July 2012 - Present
The Vanguard Group January 2005 - June 2012
Vanguard January 2002 - December 2004
Skills
Investment Strategies, Financial Analysis, Bloomberg, Sales Process, Financial Markets, Strategic Planning, Sales Presentations, Capital Markets, Series 7, Series 63, ETFs, Equities, Fixed Income, Securities Lending, Series 65, Mutual Funds
Education
Villanova University 1999 — 2001
Master of Business Administration (MBA), Finance, General
Bloomsburg University of Pennsylvania 1992 — 1996
Bachelor of Science (BS), Finance, General
Bryan Saylor, CFP®'s The Vanguard Group Experience Financial PlannerVanguard2004 - Present
Job Financial Planner at The Vanguard Group
Industry Investment Management
Experience
The Vanguard Group Financial PlannerVanguard2004 - Present
Education
Bloomsburg University of Pennsylvania 1999 — 2003
BA, Economics
The Vanguard Group Financial PlannerVanguard2004 - Present
Education
Bloomsburg University of Pennsylvania 1999 — 2003
BA, Economics
Benjamin Beguin's The Vanguard Group Experience June 2008 - Present
Job Corporate Actions Manager, Vanguard Brokerage Services
Industry Financial Services
Experience
The Vanguard Group June 2008 - Present
Education
Arizona State University West 2000 — 2001
The Vanguard Group June 2008 - Present
Education
Arizona State University West 2000 — 2001
Christy Sheehan's The Vanguard Group Experience 2005 - April 2012
Job Marketing Management at Vanguard
Industry Financial Services
Experience
Vanguard January 2015 - Present
Vanguard - Retail Marketing and Communications April 2012 - Present
The Vanguard Group 2005 - April 2012
Vanguard July 2000 - March 2004
Skills
Leadership, Relationship Management, Process Improvement, Mutual Funds, Project Management, Financial Services, Management
Education
Saint Joseph's University 1996 — 2001
Master's degree, Marketing
Bloomsburg University of Pennsylvania 1990 — 1994
bs, Business Management
Vanguard January 2015 - Present
Vanguard - Retail Marketing and Communications April 2012 - Present
The Vanguard Group 2005 - April 2012
Vanguard July 2000 - March 2004
Skills
Leadership, Relationship Management, Process Improvement, Mutual Funds, Project Management, Financial Services, Management
Education
Saint Joseph's University 1996 — 2001
Master's degree, Marketing
Bloomsburg University of Pennsylvania 1990 — 1994
bs, Business Management
Alan Hoyt's The Vanguard Group Experience May 1996 - January 2001
Job Head of IT at City Of London Investment Management Co., LTD
Industry Investment Management
Experience
City Of London Investment Management Co., LTD 2009 - Present
The Hartford/PLANCO January 2001 - July 2009
The Vanguard Group May 1996 - January 2001
New York Life Benefit Services 1993 - May 1996
Skills
IT Strategy, Disaster Recovery, IT Management, Business Analysis, Business Intelligence, ITIL, Data Center, Virtualization, Agile Methodologies, Risk Management, Project Management, Enterprise Architecture, Portfolio Management, Vendor Management, Change Management
Education
University of Pennsylvania - The Wharton School 2008 — 2008
Executive Leadership
Bentley University 1985 — 1987
MSCIS, Information Technology
University of Massachusetts, Amherst 1975 — 1978
BS, Science
City Of London Investment Management Co., LTD 2009 - Present
The Hartford/PLANCO January 2001 - July 2009
The Vanguard Group May 1996 - January 2001
New York Life Benefit Services 1993 - May 1996
Skills
IT Strategy, Disaster Recovery, IT Management, Business Analysis, Business Intelligence, ITIL, Data Center, Virtualization, Agile Methodologies, Risk Management, Project Management, Enterprise Architecture, Portfolio Management, Vendor Management, Change Management
Education
University of Pennsylvania - The Wharton School 2008 — 2008
Executive Leadership
Bentley University 1985 — 1987
MSCIS, Information Technology
University of Massachusetts, Amherst 1975 — 1978
BS, Science
Nikki Sabella's The Vanguard Group Experience July 2007 - Present
Job Writer at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group July 2007 - Present
Education
Cabrini College 2003 — 2007
B.A., English, Communication
The Vanguard Group July 2007 - Present
Education
Cabrini College 2003 — 2007
B.A., English, Communication
Robert Willard's The Vanguard Group Experience 1999 - 2001
Job Senior Financial Analyst at DMB Associates
Industry Accounting
Experience
DMB Associates September 2013 - Present
DMB Associates June 2012 - September 2013
DMB Associates September 2006 - June 2012
DMB Associates June 2005 - September 2006
Pulte Homes August 2004 - June 2005
The Vanguard Group 1999 - 2001
Skills
Financial Reporting, Revenue Recognition, Sarbanes-Oxley Act, Accounting, Accounts Payable, Finance, US GAAP, QuickBooks, Financial Analysis, Cash Flow, General Ledger, Internal Controls, Budgets, Auditing, Leadership, Microsoft Excel, Due Diligence
Education
Arizona State University West 2002 — 2004
B. S. Accountancy, Accountancy
DMB Associates September 2013 - Present
DMB Associates June 2012 - September 2013
DMB Associates September 2006 - June 2012
DMB Associates June 2005 - September 2006
Pulte Homes August 2004 - June 2005
The Vanguard Group 1999 - 2001
Skills
Financial Reporting, Revenue Recognition, Sarbanes-Oxley Act, Accounting, Accounts Payable, Finance, US GAAP, QuickBooks, Financial Analysis, Cash Flow, General Ledger, Internal Controls, Budgets, Auditing, Leadership, Microsoft Excel, Due Diligence
Education
Arizona State University West 2002 — 2004
B. S. Accountancy, Accountancy
Jerico Rom's The Vanguard Group Experience March 2008 - May 2010
Job Brokerage Investment Professional at The Vanguard Group
Industry Financial Services
Experience
Vanguard May 2010 - Present
The Vanguard Group March 2008 - May 2010
The Vanguard Group September 2007 - March 2008
Skills
Series 7, MBA Finance, Microsoft Office, CRM, Series 63, Mutual Funds, Strategic Financial..., Financial Analysis, ETFs, FINRA, Securities, Asset Allocation, Investment Management, Retirement Planning, Series 6, Retirement, Banking, Wealth Management, Financial Modeling, Investment Strategies, Equities, IRAs, Risk Management
Education
Grand Canyon University 2008 — 2011
MBA, Business Administration with emphasis in Finance
California Maritime Academy 2002 — 2005
Bachelors, Business Administration with emphasis in International Business & Logistics
Vanguard May 2010 - Present
The Vanguard Group March 2008 - May 2010
The Vanguard Group September 2007 - March 2008
Skills
Series 7, MBA Finance, Microsoft Office, CRM, Series 63, Mutual Funds, Strategic Financial..., Financial Analysis, ETFs, FINRA, Securities, Asset Allocation, Investment Management, Retirement Planning, Series 6, Retirement, Banking, Wealth Management, Financial Modeling, Investment Strategies, Equities, IRAs, Risk Management
Education
Grand Canyon University 2008 — 2011
MBA, Business Administration with emphasis in Finance
California Maritime Academy 2002 — 2005
Bachelors, Business Administration with emphasis in International Business & Logistics
Norman Box's The Vanguard Group Experience 2003 - 2007
Job Field Examiner at NCUA
Industry Banking
Experience
NCUA January 2009 - Present
New England Financial March 2007 - January 2009
The Vanguard Group 2003 - 2007
Skills
Retirement Planning, Financial Planners, Estate Planning, Investments, Financial Analysis, Retirement, Accounting, Financial Reporting, Microsoft Excel, Securities, Process Improvement, Customer Service, Microsoft Office, Investment Advisory, Financial Accounting, Risk Management, Banking, Financial Modeling, Finance
Education
Brigham Young University - Idaho 2000 — 2004
Bachelor, Business Management
NCUA January 2009 - Present
New England Financial March 2007 - January 2009
The Vanguard Group 2003 - 2007
Skills
Retirement Planning, Financial Planners, Estate Planning, Investments, Financial Analysis, Retirement, Accounting, Financial Reporting, Microsoft Excel, Securities, Process Improvement, Customer Service, Microsoft Office, Investment Advisory, Financial Accounting, Risk Management, Banking, Financial Modeling, Finance
Education
Brigham Young University - Idaho 2000 — 2004
Bachelor, Business Management
Bill Welker's The Vanguard Group Experience April 2003 - Present
Job Manager (Master Black Belt) at The Vanguard Group and Founder of Brandywine Property Solutions, Ltd.
Industry Financial Services
Experience
Brandywine Property Solutions, Ltd. July 2014 - Present
The Vanguard Group April 2003 - Present
ICG Commerce November 2001 - March 2003
GE Energy May 2000 - November 2001
GE Healthcare February 1998 - May 2000
International Paper June 1996 - January 1998
Education
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2008
MBA, Management
Penn State University 1994 — 1996
MS, Mechanical Engineering
Penn State University 1992 — 1994
BS, Mechanical Engineering
Broome Community College 1990 — 1992
AS, Engineering Science
Brandywine Property Solutions, Ltd. July 2014 - Present
The Vanguard Group April 2003 - Present
ICG Commerce November 2001 - March 2003
GE Energy May 2000 - November 2001
GE Healthcare February 1998 - May 2000
International Paper June 1996 - January 1998
Education
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2008
MBA, Management
Penn State University 1994 — 1996
MS, Mechanical Engineering
Penn State University 1992 — 1994
BS, Mechanical Engineering
Broome Community College 1990 — 1992
AS, Engineering Science
Gregory Adams, CFP®'s The Vanguard Group Experience June 1998 - August 2005
Job Senior Financial Advisor at The Vanguard Group
Industry Financial Services
Experience
Vanguard August 2013 - Present
Vanguard April 2011 - August 2013
UBS Wealth Management November 2008 - April 2011
TIAA-CREF March 2006 - November 2008
TIAA-CREF June 2005 - March 2006
The Vanguard Group June 1998 - August 2005
Skills
Wealth Management, Strategic Financial..., Investments, Asset Allocation, Series 7, Estate Planning, Fixed Annuities, Finance, Insurance, Mutual Funds
Education
Queens University of Charlotte 2001 — 2003
CFP®, Certified Financial Planner Program
Belmont Abbey College 1994 — 1998
BA, Business
Vanguard August 2013 - Present
Vanguard April 2011 - August 2013
UBS Wealth Management November 2008 - April 2011
TIAA-CREF March 2006 - November 2008
TIAA-CREF June 2005 - March 2006
The Vanguard Group June 1998 - August 2005
Skills
Wealth Management, Strategic Financial..., Investments, Asset Allocation, Series 7, Estate Planning, Fixed Annuities, Finance, Insurance, Mutual Funds
Education
Queens University of Charlotte 2001 — 2003
CFP®, Certified Financial Planner Program
Belmont Abbey College 1994 — 1998
BA, Business
Karen Manna's The Vanguard Group Experience August 1998 - September 2000
Job Language Instructor, PhD Candidate at Johns Hopkins University
Industry Higher Education
Experience
Johns Hopkins University September 2005 - Present
The Vanguard Group August 1998 - September 2000
Education
The Johns Hopkins University 2005 — 2010
PhD, French Literature
Bryn Mawr College 2005 — 2008
MA, French Literature
Penn State University 1994 — 1998
BS, French / International Business
Johns Hopkins University September 2005 - Present
The Vanguard Group August 1998 - September 2000
Education
The Johns Hopkins University 2005 — 2010
PhD, French Literature
Bryn Mawr College 2005 — 2008
MA, French Literature
Penn State University 1994 — 1998
BS, French / International Business
Anna Batista's The Vanguard Group Experience November 2007 - July 2010
Job Consultant at High Street Consulting Group
Industry Public Policy
Experience
High Street Consulting Group October 2012 - Present
Allegheny County Transportation Vision Team April 2012 - August 2012
U.S. Government Accountability Office August 2011 - December 2011
The Vanguard Group November 2007 - July 2010
Skills
Statistics, Access, Excel, Policy Analysis, Economics, Data Analysis, Analysis
Education
Carnegie Mellon University 2010 — 2012
Master of Science in Public Policy and Management, Public policy analysis
Cornell University 2002 — 2006
BA, Economics
Vineland High School
High Street Consulting Group October 2012 - Present
Allegheny County Transportation Vision Team April 2012 - August 2012
U.S. Government Accountability Office August 2011 - December 2011
The Vanguard Group November 2007 - July 2010
Skills
Statistics, Access, Excel, Policy Analysis, Economics, Data Analysis, Analysis
Education
Carnegie Mellon University 2010 — 2012
Master of Science in Public Policy and Management, Public policy analysis
Cornell University 2002 — 2006
BA, Economics
Vineland High School
Diodenis Gonzalez's The Vanguard Group Experience May 2008 - August 2008
Job Manager at Hertz
Industry Leisure, Travel & Tourism
Experience
Hertz January 2010 - August 2015
Monster Worldwide August 2009 - August 2009
Macy's East May 2009 - August 2009
Camp adventure January 2009 - May 2009
United Print Group September 2008 - January 2009
The Vanguard Group May 2008 - August 2008
American Leisure 2006 - 2008
Skills
Customer Service, Management, Microsoft Office, Budgets, Public Speaking, PowerPoint, Microsoft Excel, Team Leadership, Human Resources, Employee Relations, Performance Management, Project Management, Program Management, Leadership, Recruiting, Nonprofits, Sales, Social Media, Research, Time Management, Strategic Planning
Education
City University of New York-Baruch College 2005 — 2010
Bachelor of Business Administration (BBA), Entrepreneurial and Small Business Operations
Baruch College, City University of New York (CUNY) 2005 — 2009
BA, Entrepreneurship & Small Business Management
Baruch School of Public Affairs 2005 — 2009
Bachelor of Business Administration (B.B.A.), Non-Profit/Public/Organizational Management
Hertz January 2010 - August 2015
Monster Worldwide August 2009 - August 2009
Macy's East May 2009 - August 2009
Camp adventure January 2009 - May 2009
United Print Group September 2008 - January 2009
The Vanguard Group May 2008 - August 2008
American Leisure 2006 - 2008
Skills
Customer Service, Management, Microsoft Office, Budgets, Public Speaking, PowerPoint, Microsoft Excel, Team Leadership, Human Resources, Employee Relations, Performance Management, Project Management, Program Management, Leadership, Recruiting, Nonprofits, Sales, Social Media, Research, Time Management, Strategic Planning
Education
City University of New York-Baruch College 2005 — 2010
Bachelor of Business Administration (BBA), Entrepreneurial and Small Business Operations
Baruch College, City University of New York (CUNY) 2005 — 2009
BA, Entrepreneurship & Small Business Management
Baruch School of Public Affairs 2005 — 2009
Bachelor of Business Administration (B.B.A.), Non-Profit/Public/Organizational Management
Michael Gazzolo, CFP®'s The Vanguard Group Experience April 2013 - May 2014
Job Investment Analyst at Vanguard
Industry Financial Services
Experience
Vanguard May 2014 - Present
The Vanguard Group April 2013 - May 2014
Vanguard April 2010 - April 2013
Vanguard August 2008 - April 2010
Skills
Series 63, Series 7, Investments, Financial Analysis, Financial Modeling, Strategic Financial..., Mutual Funds, Financial Services, Economics, Bloomberg, Asset Allocation, Finance, Data Analysis, Equities, Series 6
Education
CSU Sacramento 2005 — 2007
Bachlor of Arts, Economics
Sierra College 2004 — 2005
Vanguard May 2014 - Present
The Vanguard Group April 2013 - May 2014
Vanguard April 2010 - April 2013
Vanguard August 2008 - April 2010
Skills
Series 63, Series 7, Investments, Financial Analysis, Financial Modeling, Strategic Financial..., Mutual Funds, Financial Services, Economics, Bloomberg, Asset Allocation, Finance, Data Analysis, Equities, Series 6
Education
CSU Sacramento 2005 — 2007
Bachlor of Arts, Economics
Sierra College 2004 — 2005
Allison Stairs's The Vanguard Group Experience January 2006 - August 2007
Job Senior Technical Writer/Business Analyst at Independence Blue Cross
Industry Information Technology and Services
Experience
Independence Blue Cross December 2014 - December 2014
Pershing April 2012 - April 2013
VWR International July 2008 - December 2008
The Vanguard Group January 2006 - August 2007
Vanguard January 2004 - January 2006
The Vanguard Group June 2001 - December 2004
Skills
Vendor Management, Management, Unix, Interviews, Software Documentation, SDLC, Technical Recruiting, Security
Education
Art Institute of Pittsburgh 2007 — 2008
Web & Graphic Design
Penn State University 1991 — 1993
Psychology
Gettysburg College 1990 — 1991
Psychology
Independence Blue Cross December 2014 - December 2014
Pershing April 2012 - April 2013
VWR International July 2008 - December 2008
The Vanguard Group January 2006 - August 2007
Vanguard January 2004 - January 2006
The Vanguard Group June 2001 - December 2004
Skills
Vendor Management, Management, Unix, Interviews, Software Documentation, SDLC, Technical Recruiting, Security
Education
Art Institute of Pittsburgh 2007 — 2008
Web & Graphic Design
Penn State University 1991 — 1993
Psychology
Gettysburg College 1990 — 1991
Psychology
Dipal Naik's The Vanguard Group Experience June 2013 - Present
Job Risk Administrator
Industry Financial Services
Experience
The Vanguard Group June 2013 - Present
The Vanguard Group, Inc. April 2010 - June 2013
The Vanguard Group, Inc July 2007 - April 2010
Fluortek April 2006 - April 2007
Skills
Accounts Payable, Budgets, Accounts Receivable, Account Reconciliation, General Ledger, Analysis, Payroll, Cash Flow, Financial Statements, Journal Entries, Financial Analysis, Accounting, Financial Reporting, Auditing, Internal Controls, Internal Audit, Invoicing, Microsoft Excel, SEC filings, Mutual Funds
Education
Bloomsburg University of Pennsylvania 2003 — 2005
B. A, Accounting
DeSales University
M.B.A, Accounting
The Vanguard Group June 2013 - Present
The Vanguard Group, Inc. April 2010 - June 2013
The Vanguard Group, Inc July 2007 - April 2010
Fluortek April 2006 - April 2007
Skills
Accounts Payable, Budgets, Accounts Receivable, Account Reconciliation, General Ledger, Analysis, Payroll, Cash Flow, Financial Statements, Journal Entries, Financial Analysis, Accounting, Financial Reporting, Auditing, Internal Controls, Internal Audit, Invoicing, Microsoft Excel, SEC filings, Mutual Funds
Education
Bloomsburg University of Pennsylvania 2003 — 2005
B. A, Accounting
DeSales University
M.B.A, Accounting
Peter Mahoney's The Vanguard Group Experience January 2006 - Present
Job Head of Global Fund Accounting
Industry Financial Services
Experience
Vanguard January 2015 - Present
The Vanguard Group January 2006 - Present
Skills
Mutual Funds, ETFs, Equities, Financial Services, Fund Accounting, Fund Administration, Back Office, Risk Management, Valuation, Global Custody, Financial Reporting, Middle Office, Bloomberg, Series 7, Fixed Income, Alternative Investments, Investments, Portfolio Management
Education
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2008
MBA, Finance
Bloomsburg University of Pennsylvania 1992 — 1996
BA, Finance
Vanguard January 2015 - Present
The Vanguard Group January 2006 - Present
Skills
Mutual Funds, ETFs, Equities, Financial Services, Fund Accounting, Fund Administration, Back Office, Risk Management, Valuation, Global Custody, Financial Reporting, Middle Office, Bloomberg, Series 7, Fixed Income, Alternative Investments, Investments, Portfolio Management
Education
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2008
MBA, Finance
Bloomsburg University of Pennsylvania 1992 — 1996
BA, Finance
Jessica Guglietta's The Vanguard Group Experience November 2007 - January 2008
Job Creative and energetic marketing and business analyst
Industry Retail
Experience
Campbell Soup Company March 2014 - Present
Campbell Soup Company January 2013 - March 2014
Masco Bath May 2010 - December 2012
Best Buy March 2008 - February 2009
The Vanguard Group November 2007 - January 2008
Citizens Bank January 2007 - October 2007
Skills
Inventory Management, Excel, Supply Chain, Customer Relations, Analysis, Microsoft Excel, Customer Service, Cross-functional Team..., Continuous Improvement, Leadership, Data Analysis, Forecasting, Project Planning, Retail, Sales
Education
Rutgers University – Camden 2005 — 2007
Bachelor of Science, Management
Camden County College 2003 — 2005
Business Management
Campbell Soup Company March 2014 - Present
Campbell Soup Company January 2013 - March 2014
Masco Bath May 2010 - December 2012
Best Buy March 2008 - February 2009
The Vanguard Group November 2007 - January 2008
Citizens Bank January 2007 - October 2007
Skills
Inventory Management, Excel, Supply Chain, Customer Relations, Analysis, Microsoft Excel, Customer Service, Cross-functional Team..., Continuous Improvement, Leadership, Data Analysis, Forecasting, Project Planning, Retail, Sales
Education
Rutgers University – Camden 2005 — 2007
Bachelor of Science, Management
Camden County College 2003 — 2005
Business Management
Thomas Spires's The Vanguard Group Experience Brokerage AssociateThe Vanguard GroupJune 2007 - November 2008
Job Trade Administrator at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group Brokerage AssociateThe Vanguard GroupJune 2007 - November 2008
Morgan Stanley December 2005 - June 2007
Education
Cabrini College 2003 — 2005
BA, Liberal Arts
Temple University 2000 — 2003
Political Science
The Vanguard Group Brokerage AssociateThe Vanguard GroupJune 2007 - November 2008
Morgan Stanley December 2005 - June 2007
Education
Cabrini College 2003 — 2005
BA, Liberal Arts
Temple University 2000 — 2003
Political Science
Ellen Rinaldi's The Vanguard Group Experience 1997 - Present
Job Principal at Vanguard
Industry Financial Services
Experience
Vanguard June 1997 - Present
The Vanguard Group 1997 - Present
Education
Boston University School of Law
LLM, Taxation
Suffolk University Law School
JD
University of Connecticut
BA, History
Vanguard June 1997 - Present
The Vanguard Group 1997 - Present
Education
Boston University School of Law
LLM, Taxation
Suffolk University Law School
JD
University of Connecticut
BA, History
Mary Jean Richards's The Vanguard Group Experience December 1996 - Present
Job Project Manager at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group December 1996 - Present
Skills
Certified Scrum Master..., Program Management
Education
Gwynedd Mercy University 2005 — 2007
M.Ed., Educational Administration
Bloomsburg University of Pennsylvania 1971 — 1973
B. S., Secondary Education - English
The Vanguard Group December 1996 - Present
Skills
Certified Scrum Master..., Program Management
Education
Gwynedd Mercy University 2005 — 2007
M.Ed., Educational Administration
Bloomsburg University of Pennsylvania 1971 — 1973
B. S., Secondary Education - English
Andrew Borzillo's The Vanguard Group Experience March 2013 - May 2015
Job Front End Developer at Nutrisystem
Industry Information Technology and Services
Experience
Nutrisystem, Inc. May 2015 - Present
The Vanguard Group March 2013 - May 2015
SuperMedia LLC August 1996 - February 2013
Skills
Illustrator, Flash, InDesign, CSS, Advertising, Adobe Creative Suite, Mac, Graphic Design, Photoshop, Graphics, Layout, User Interface, Web Design, User Experience, MySQL, Typography, Illustration, Customer Service, Microsoft Office, ActionScript, Logo Design, Copywriting, Vector Illustration, HTML, XML, Magazines, XHTML, Flash Animation, Interaction Design, JavaScript, Mobile Design, HTML/XML, Customer Relations, Captivate, Research, Teamwork, Windows, Apple, Fireworks, CMS, Logos, Retouching, After Effects, Flash Design, Mac OS X
Education
Cabrini College 2006 — 2009
Masters of Science, Instructional Design and Technology
Cabrini College 1995 — 1997
Bachelors of Fine Art, Graphic Design
Nutrisystem, Inc. May 2015 - Present
The Vanguard Group March 2013 - May 2015
SuperMedia LLC August 1996 - February 2013
Skills
Illustrator, Flash, InDesign, CSS, Advertising, Adobe Creative Suite, Mac, Graphic Design, Photoshop, Graphics, Layout, User Interface, Web Design, User Experience, MySQL, Typography, Illustration, Customer Service, Microsoft Office, ActionScript, Logo Design, Copywriting, Vector Illustration, HTML, XML, Magazines, XHTML, Flash Animation, Interaction Design, JavaScript, Mobile Design, HTML/XML, Customer Relations, Captivate, Research, Teamwork, Windows, Apple, Fireworks, CMS, Logos, Retouching, After Effects, Flash Design, Mac OS X
Education
Cabrini College 2006 — 2009
Masters of Science, Instructional Design and Technology
Cabrini College 1995 — 1997
Bachelors of Fine Art, Graphic Design
Earl Varney's The Vanguard Group Experience June 1997 - Present
Job ManagerCorporate Insurance at The Vanguard Group
Industry Investment Management
Experience
The Vanguard Group June 1997 - Present
Vanguard 1997 - Present
Wilmington Trust May 1987 - May 1997
Hay Group 1984 - 1986
Skills
Risk Management, Insurance, Workers Compensation, Financial Analysis, Property & Casualty..., Underwriting, Finance, Risk Assessment, Employee Benefits, Operational Risk..., Commercial Insurance, Claim, ETFs, Financial Modeling
Education
University of Pennsylvania - The Wharton School 1982 — 1984
MBA, Finance
Brown University 1975 — 1978
Bachelor of Applied Science (B.A.Sc.), Applied Mathematics
The Vanguard Group June 1997 - Present
Vanguard 1997 - Present
Wilmington Trust May 1987 - May 1997
Hay Group 1984 - 1986
Skills
Risk Management, Insurance, Workers Compensation, Financial Analysis, Property & Casualty..., Underwriting, Finance, Risk Assessment, Employee Benefits, Operational Risk..., Commercial Insurance, Claim, ETFs, Financial Modeling
Education
University of Pennsylvania - The Wharton School 1982 — 1984
MBA, Finance
Brown University 1975 — 1978
Bachelor of Applied Science (B.A.Sc.), Applied Mathematics
Alan Konjusky's The Vanguard Group Experience August 2008 - Present
Job Risk Analyst at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group August 2008 - Present
Vanguard 1997 - Present
Education
Bloomsburg University of Pennsylvania 1975 — 1981
BS, MBA, Business Administration
The Vanguard Group August 2008 - Present
Vanguard 1997 - Present
Education
Bloomsburg University of Pennsylvania 1975 — 1981
BS, MBA, Business Administration
Todd Truitt's The Vanguard Group Experience January 2009 - September 2013
Job Client Manager at Vanguard
Industry Financial Services
Experience
Vanguard September 2013 - Present
The Vanguard Group January 2009 - September 2013
Skills
Mutual Funds, Investments, Series 7, Series 63, Financial Services, Retirement Planning, Equities, Portfolio Management, Financial Analysis, Wealth Management, Retirement, Asset Allocation, Fixed Income, Strategic Financial..., Securities, Asset Management, Relationship Management, Bloomberg, Risk Management, Series 24
Education
Ball State University - College of Business 2005 — 2006
Master of Business Administration (M.B.A.)
Ball State University 2000 — 2005
Bachelor's degree, Accounting and Marketing
Vanguard September 2013 - Present
The Vanguard Group January 2009 - September 2013
Skills
Mutual Funds, Investments, Series 7, Series 63, Financial Services, Retirement Planning, Equities, Portfolio Management, Financial Analysis, Wealth Management, Retirement, Asset Allocation, Fixed Income, Strategic Financial..., Securities, Asset Management, Relationship Management, Bloomberg, Risk Management, Series 24
Education
Ball State University - College of Business 2005 — 2006
Master of Business Administration (M.B.A.)
Ball State University 2000 — 2005
Bachelor's degree, Accounting and Marketing
James Judge, CFA's The Vanguard Group Experience June 2004 - December 2005
Job Portfolio Manager at Forefront Analytics
Industry Investment Management
Experience
GKFO, LLC January 2010 - Present
Forefront Analytics, LLC January 2010 - Present
City of London Investment Management Plc January 2007 - July 2009
Brinker Capital December 2005 - July 2006
The Vanguard Group June 2004 - December 2005
Skills
Portfolio Management, Alternative Investments, Asset Allocation, Hedge Funds, Pension Funds, Retirement Planning, Investment Management, Institutional..., Investment Strategies, Fund Of Funds, Financial Risk, ETFs, Mutual Funds, Fixed Income, Bloomberg
Education
Boston College 2000 — 2004
Finance, Finance, Investment Management, Accounting, Economics
Malvern Prep 1996 — 2000
GKFO, LLC January 2010 - Present
Forefront Analytics, LLC January 2010 - Present
City of London Investment Management Plc January 2007 - July 2009
Brinker Capital December 2005 - July 2006
The Vanguard Group June 2004 - December 2005
Skills
Portfolio Management, Alternative Investments, Asset Allocation, Hedge Funds, Pension Funds, Retirement Planning, Investment Management, Institutional..., Investment Strategies, Fund Of Funds, Financial Risk, ETFs, Mutual Funds, Fixed Income, Bloomberg
Education
Boston College 2000 — 2004
Finance, Finance, Investment Management, Accounting, Economics
Malvern Prep 1996 — 2000
Mohammed Reza's The Vanguard Group Experience July 2000 - Present
Job lead Software Developer at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group July 2000 - Present
microsoft 1998 - 2000
Ogden Engineering & Environmental Service January 1995 - January 1997
UNC Charlotte January 1993 - December 1994
Development Design Consultant Inc. May 1991 - December 1991
Skills
Java, Spring, JSF, JSP, JavaScript, jQuery, Websphere, Struts, REST, Shell Scripting, Software Development, Performance Tuning, ETL, COGNOS, HP EXSTREAM, Solaris, Windows, Facelets, PL/SQL, Oracle SQL, JMS, TIBCO, Maven, WSDL, Eclipse, WebSphere Application..., Databases, Web Applications, Oracle, XML, SQL, Visual Basic, SOAP, Unix Shell Scripting, Spring Framework
Education
University of North Carolina at Charlotte 1997 — 1999
MS, Computer Science
University of North Carolina at Charlotte 1992 — 1994
M.S, Engineering
Bangladesh University of Engineering and Technology 1986 — 1991
B.S, Engineering
Dhaka College
HSC
Motijhil govt boys high school
The Vanguard Group July 2000 - Present
microsoft 1998 - 2000
Ogden Engineering & Environmental Service January 1995 - January 1997
UNC Charlotte January 1993 - December 1994
Development Design Consultant Inc. May 1991 - December 1991
Skills
Java, Spring, JSF, JSP, JavaScript, jQuery, Websphere, Struts, REST, Shell Scripting, Software Development, Performance Tuning, ETL, COGNOS, HP EXSTREAM, Solaris, Windows, Facelets, PL/SQL, Oracle SQL, JMS, TIBCO, Maven, WSDL, Eclipse, WebSphere Application..., Databases, Web Applications, Oracle, XML, SQL, Visual Basic, SOAP, Unix Shell Scripting, Spring Framework
Education
University of North Carolina at Charlotte 1997 — 1999
MS, Computer Science
University of North Carolina at Charlotte 1992 — 1994
M.S, Engineering
Bangladesh University of Engineering and Technology 1986 — 1991
B.S, Engineering
Dhaka College
HSC
Motijhil govt boys high school
Karlene Shaw's The Vanguard Group Experience January 2008 - October 2010
Job Health Care
Industry Hospital & Health Care
Experience
Paoli Hospital July 2010 - December 2010
The Vanguard Group January 2008 - October 2010
Pitney Bowes Management Services December 2004 - December 2007
Moody's Investors Service October 2000 - September 2003
BNY Mellon June 1998 - October 2000
POLYMORPHIC SOFTWARE SOLUTIONS September 1994 - March 1995
Education
Neumann University 2010 — 2013
BSN, Nursing Education
Drexel University - LeBow College of Business 2004 — 2006
BS, Communications and Applied Technology
Borough of Manhattan Community College 1998 — 2000
AAS, Business Administration
Paoli Hospital July 2010 - December 2010
The Vanguard Group January 2008 - October 2010
Pitney Bowes Management Services December 2004 - December 2007
Moody's Investors Service October 2000 - September 2003
BNY Mellon June 1998 - October 2000
POLYMORPHIC SOFTWARE SOLUTIONS September 1994 - March 1995
Education
Neumann University 2010 — 2013
BSN, Nursing Education
Drexel University - LeBow College of Business 2004 — 2006
BS, Communications and Applied Technology
Borough of Manhattan Community College 1998 — 2000
AAS, Business Administration
Scott Harnois's The Vanguard Group Experience April 2010 - April 2013
Job Desktop Support Technician at Teva Pharmaceuticals
Industry
Experience
Teva Pharmaceuticals August 2013 - Present
The Vanguard Group April 2010 - April 2013
Wyeth Pharmaceuticals November 2007 - August 2009
Quatro Systems December 2006 - October 2007
Toll Brothers November 2004 - October 2006
Charming Shoppes October 2003 - November 2004
Voicenet August 1999 - September 2003
Skills
•Understanding of PC..., •Familiar with..., •Familiar with desktop..., •Experience with..., Experience with..., •Able to install..., Microsoft Office Suite:..., Asset Management..., Remote Assistance..., •Novell Applications: ..., •Anti Virus Suites: ..., •Active Directory, •Support of many..., •Microsoft System..., Computer Hardware, Troubleshooting
Education
North Catholic IT Academy 2009 — 2009
Certificate, A+ Certification
Bucks County Community College 1997 — 2003
Certification, Information Science and Technology
Teva Pharmaceuticals August 2013 - Present
The Vanguard Group April 2010 - April 2013
Wyeth Pharmaceuticals November 2007 - August 2009
Quatro Systems December 2006 - October 2007
Toll Brothers November 2004 - October 2006
Charming Shoppes October 2003 - November 2004
Voicenet August 1999 - September 2003
Skills
•Understanding of PC..., •Familiar with..., •Familiar with desktop..., •Experience with..., Experience with..., •Able to install..., Microsoft Office Suite:..., Asset Management..., Remote Assistance..., •Novell Applications: ..., •Anti Virus Suites: ..., •Active Directory, •Support of many..., •Microsoft System..., Computer Hardware, Troubleshooting
Education
North Catholic IT Academy 2009 — 2009
Certificate, A+ Certification
Bucks County Community College 1997 — 2003
Certification, Information Science and Technology
Francita Peeper's The Vanguard Group Experience 1998 - 2006
Job Operations Manager
Industry Environmental Services
Experience
Air Dynamics Refrigeration January 2013 - Present
The Vanguard Group 1998 - 2006
Skills
Customer Service, Relationship Management, Process Improvement, Sales Management, Series 63, Customer Satisfaction, Mutual Funds, Account Management, Team Building, Sales, Employee Benefits, Risk Management, Management, Training, Leadership, Project Management
Education
Bradley University 1981 — 1985
Bachelor's degree, Interior Design
Bradley University
Bachelor of Science (BS)
Air Dynamics Refrigeration January 2013 - Present
The Vanguard Group 1998 - 2006
Skills
Customer Service, Relationship Management, Process Improvement, Sales Management, Series 63, Customer Satisfaction, Mutual Funds, Account Management, Team Building, Sales, Employee Benefits, Risk Management, Management, Training, Leadership, Project Management
Education
Bradley University 1981 — 1985
Bachelor's degree, Interior Design
Bradley University
Bachelor of Science (BS)
Ryan Rosenthal, CFA's The Vanguard Group Experience February 2004 - August 2005
Job Senior Equity Analyst at William Harris Investors, Inc.
Industry Investment Management
Experience
William Harris Investors, Inc. April 2015 - Present
Channing Capital Management December 2010 - April 2015
Sidoti & Company, LLC October 2007 - November 2010
The Vanguard Group February 2004 - August 2005
Skills
Equities, Bloomberg, Investments, Financial Modeling, Equity Research, Valuation, Asset Allocation, Capital Markets, Portfolio Management, Asset Management, Investment Strategies, Equity Valuation, Bloomberg Terminal, Securities, Investment Advisory, Alternative Investments, Series 63, Investment Management, Mutual Funds
Education
Penn State University 2005 — 2007
MBA
State University of New York at Binghamton 1999 — 2003
B.A.
William Harris Investors, Inc. April 2015 - Present
Channing Capital Management December 2010 - April 2015
Sidoti & Company, LLC October 2007 - November 2010
The Vanguard Group February 2004 - August 2005
Skills
Equities, Bloomberg, Investments, Financial Modeling, Equity Research, Valuation, Asset Allocation, Capital Markets, Portfolio Management, Asset Management, Investment Strategies, Equity Valuation, Bloomberg Terminal, Securities, Investment Advisory, Alternative Investments, Series 63, Investment Management, Mutual Funds
Education
Penn State University 2005 — 2007
MBA
State University of New York at Binghamton 1999 — 2003
B.A.
Robert P Frankenfield, CTFA's The Vanguard Group Experience September 2008 - Present
Job Senior Trust Administrator at Vanguard
Industry Financial Services
Experience
Vanguard May 2013 - Present
The Vanguard Group September 2008 - Present
Vanguard January 1997 - September 2008
Vanguard June 1993 - December 1996
Vanguard March 1994 - May 1994
National Liberty Corporation (Capital Holding Corp) May 1989 - February 1992
Skills
Fiduciary, Retirement, 401k, Mutual Funds, Retirement Planning, Asset Allocation, Wealth Management, High Net Worth..., Series 63, Financial Planning, Investment Advisory, IRAs, Series 7, Relationship Management, Portfolio Management, Asset Management, Investments
Education
Cabrini College 1985 — 1989
BS
Vanguard May 2013 - Present
The Vanguard Group September 2008 - Present
Vanguard January 1997 - September 2008
Vanguard June 1993 - December 1996
Vanguard March 1994 - May 1994
National Liberty Corporation (Capital Holding Corp) May 1989 - February 1992
Skills
Fiduciary, Retirement, 401k, Mutual Funds, Retirement Planning, Asset Allocation, Wealth Management, High Net Worth..., Series 63, Financial Planning, Investment Advisory, IRAs, Series 7, Relationship Management, Portfolio Management, Asset Management, Investments
Education
Cabrini College 1985 — 1989
BS
Kristan Scofield's The Vanguard Group Experience July 2002 - Present
Job Project Administrator at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group July 2002 - Present
Skills
Microsoft Excel, Project Management, Process Improvement
Education
California University of Pennsylvania
The Vanguard Group July 2002 - Present
Skills
Microsoft Excel, Project Management, Process Improvement
Education
California University of Pennsylvania
Brian Martin, CFP ChFC's The Vanguard Group Experience January 2005 - Present
Job Team leader at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group January 2005 - Present
Thrivent Financial for Lutherans January 2004 - January 2005
Skills
Series 7, Series 63, Series 65, Series 24, CFP, ChFC, Retirement Planning, Asset Allocation, Retirement, FINRA
Education
Bloomsburg University of Pennsylvania 1999 — 2003
Bachelor of Science (B.S.), Finance
Emmaus High School
The Vanguard Group January 2005 - Present
Thrivent Financial for Lutherans January 2004 - January 2005
Skills
Series 7, Series 63, Series 65, Series 24, CFP, ChFC, Retirement Planning, Asset Allocation, Retirement, FINRA
Education
Bloomsburg University of Pennsylvania 1999 — 2003
Bachelor of Science (B.S.), Finance
Emmaus High School
Frank T. Motovidlak's The Vanguard Group Experience November 2004 - Present
Job Supervision, QDRO, QMCSO & Beneficiary Determination, H&W claims adjuster.
Industry Financial Services
Experience
The Vanguard Group November 2004 - Present
Towers Watson December 2000 - November 2004
Pricewaterhouse Coopers 1999 - December 2000
Bullock Associates - ABR Benefits - Ceridian 1996 - 1999
BFN Benefits / Insurance Administrators of America 1993 - 1996
Educational Testing Service (ETS) 1990 - 1993
Skills
Process Improvement, Project Management, Health Insurance, Defined Contribution, Financial Services, ERISA, Pensions, Business Analysis, Employee Benefits, 401k, Qualified Domestic..., Relationship Management, Benefits Administration, Vendor Management, Leadership, PeopleSoft, Financial Analysis, Defined Benefit, Customer Service, SharePoint, Deferred Compensation, Insurance, Pension Administration, HRIS, Onboarding, Analysis, Performance Management, COBRA
Education
Bucks County Community College 1988 — 1990
The Vanguard Group November 2004 - Present
Towers Watson December 2000 - November 2004
Pricewaterhouse Coopers 1999 - December 2000
Bullock Associates - ABR Benefits - Ceridian 1996 - 1999
BFN Benefits / Insurance Administrators of America 1993 - 1996
Educational Testing Service (ETS) 1990 - 1993
Skills
Process Improvement, Project Management, Health Insurance, Defined Contribution, Financial Services, ERISA, Pensions, Business Analysis, Employee Benefits, 401k, Qualified Domestic..., Relationship Management, Benefits Administration, Vendor Management, Leadership, PeopleSoft, Financial Analysis, Defined Benefit, Customer Service, SharePoint, Deferred Compensation, Insurance, Pension Administration, HRIS, Onboarding, Analysis, Performance Management, COBRA
Education
Bucks County Community College 1988 — 1990
Jasmine Jackson, MSc's The Vanguard Group Experience June 2011 - January 2013
Job UI Developer at Vanguard
Industry Financial Services
Experience
Vanguard January 2013 - Present
The Vanguard Group June 2011 - January 2013
Vanguard June 2010 - June 2011
Social Security Administration October 2007 - July 2009
California State University, East Bay January 2008 - June 2009
Access to Software for All People June 1999 - June 2002
Skills
Oracle PL/SQL..., Linux, Backtrack, Penetration Testing, Ethical Hacker, Unix, Unix Shell Scripting, Java Server Faces (JSF), Facelets, PHP, Python, Ruby, Computer Security, Web Application Security, Security, Information Security, Java, Software Development, Microsoft Office, Programming
Education
Strategic Security
Pentester Candidate Program
Strategic Security 2014 — 2014
Web App Pentester Night School
Strategic Security 2014 — 2014
Network Pentester Night School
Strategic Security 2014 — 2014
Python For Security Professionals
University of North Carolina at Charlotte 2010 — 2011
Graduate Certificate, Information Security and Privacy
University of North Carolina at Charlotte 2009 — 2011
Master of Science, Computer Science
California State University-East Bay 2006 — 2009
Bachelor of Science, Computer Science
University of Colorado at Boulder 2008 — 2008
Computer Science
Vanguard January 2013 - Present
The Vanguard Group June 2011 - January 2013
Vanguard June 2010 - June 2011
Social Security Administration October 2007 - July 2009
California State University, East Bay January 2008 - June 2009
Access to Software for All People June 1999 - June 2002
Skills
Oracle PL/SQL..., Linux, Backtrack, Penetration Testing, Ethical Hacker, Unix, Unix Shell Scripting, Java Server Faces (JSF), Facelets, PHP, Python, Ruby, Computer Security, Web Application Security, Security, Information Security, Java, Software Development, Microsoft Office, Programming
Education
Strategic Security
Pentester Candidate Program
Strategic Security 2014 — 2014
Web App Pentester Night School
Strategic Security 2014 — 2014
Network Pentester Night School
Strategic Security 2014 — 2014
Python For Security Professionals
University of North Carolina at Charlotte 2010 — 2011
Graduate Certificate, Information Security and Privacy
University of North Carolina at Charlotte 2009 — 2011
Master of Science, Computer Science
California State University-East Bay 2006 — 2009
Bachelor of Science, Computer Science
University of Colorado at Boulder 2008 — 2008
Computer Science
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments