Vanguard Company
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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Vanguard Employees
Employee
Years
Job
Industry
Bradley D. Gow Bradley D. Gow's Vanguard Experience 1996 - 2002
Job RPSGT at Penn Sleep Center
Industry Medical Practice
Experience
Penn Sleep Center February 2004 - Present
Home Depot 2002 - 2004
Vanguard 1996 - 2002
Skills
Hospitals, Healthcare, Healthcare Management, CPR Certified, Treatment, Medicine, EMR, BLS, Patient Safety
Education
Lutheran Theological Seminary at Philadelphia 2007 — 2015
Masters in Divinity, Divinity/Ministry
Gwynedd Mercy University 2004 — 2006
BS in Business Administration, Business Administration and Management, General
Penn Sleep Center February 2004 - Present
Home Depot 2002 - 2004
Vanguard 1996 - 2002
Skills
Hospitals, Healthcare, Healthcare Management, CPR Certified, Treatment, Medicine, EMR, BLS, Patient Safety
Education
Lutheran Theological Seminary at Philadelphia 2007 — 2015
Masters in Divinity, Divinity/Ministry
Gwynedd Mercy University 2004 — 2006
BS in Business Administration, Business Administration and Management, General
Kassi Stengel Kassi Stengel's Vanguard Experience January 2015 - Present
Job Client Relationship Administrator at Vanguard
Industry Financial Services
Experience
Vanguard January 2015 - Present
Vanguard August 2012 - January 2015
Vanguard September 2010 - November 2012
The Walt Disney Company January 2010 - October 2010
Smurfit-Stone June 2005 - August 2008
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Financial Analysis, Customer Service, Research, Team Leadership, Project Planning, Visio, Data Analysis, Business Analysis, Access, Leadership, Process Improvement, Analysis, CRM, Project Management, Outlook, Program Management, Social Media
Education
Gonzaga University 2005 — 2009
Psychology
Vanguard January 2015 - Present
Vanguard August 2012 - January 2015
Vanguard September 2010 - November 2012
The Walt Disney Company January 2010 - October 2010
Smurfit-Stone June 2005 - August 2008
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Financial Analysis, Customer Service, Research, Team Leadership, Project Planning, Visio, Data Analysis, Business Analysis, Access, Leadership, Process Improvement, Analysis, CRM, Project Management, Outlook, Program Management, Social Media
Education
Gonzaga University 2005 — 2009
Psychology
Aaron Van Ommering's Vanguard Experience July 2013 - Present
Job Brokerage Associate at Vanguard
Industry Financial Services
Experience
Vanguard July 2013 - Present
Costco Wholesale May 2012 - June 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Microsoft Word, Financial Modeling, Customer Service, Teamwork, Corporate Finance, Accounting, Finance, Banking, Valuation, Access, Investments, Research, Leadership, Economics, Data Analysis, Team Leadership, Financial Reporting, Bloomberg, Analysis, Series 63
Education
San Diego State University-California State University 2011 — 2013
BS, Finance, General
Grossmont College 2009 — 2011
Associate's degree, Business Administration and Management, General
Vanguard July 2013 - Present
Costco Wholesale May 2012 - June 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Microsoft Word, Financial Modeling, Customer Service, Teamwork, Corporate Finance, Accounting, Finance, Banking, Valuation, Access, Investments, Research, Leadership, Economics, Data Analysis, Team Leadership, Financial Reporting, Bloomberg, Analysis, Series 63
Education
San Diego State University-California State University 2011 — 2013
BS, Finance, General
Grossmont College 2009 — 2011
Associate's degree, Business Administration and Management, General
Erich Beyer Erich Beyer's Vanguard Experience August 2011 - Present
Job Client Relationship Associate at The Vanguard Group
Industry Financial Services
Experience
Vanguard August 2011 - Present
Beyer Brothers Holdings, LLC April 2012 - Present
PepsiCo May 2010 - August 2010
Thrivent Financial for Lutherans May 2009 - August 2009
Education
Penn State University 2012 — 2015
Master of Finance, MBA, Finance
Grove City College 2007 — 2011
BS, Finance
Vanguard August 2011 - Present
Beyer Brothers Holdings, LLC April 2012 - Present
PepsiCo May 2010 - August 2010
Thrivent Financial for Lutherans May 2009 - August 2009
Education
Penn State University 2012 — 2015
Master of Finance, MBA, Finance
Grove City College 2007 — 2011
BS, Finance
Najee Ingram Najee Ingram's Vanguard Experience 2010 - 2013
Job Trade Specialist
Industry Financial Services
Experience
Pershing, a BNY Mellon company August 2013 - Present
Vanguard 2010 - 2013
Skills
Series 7, Series 63, Mutual Funds, Investments, Asset Allocation, Financial Analysis, Analysis, Retirement Planning, Bloomberg
Education
Hampton University 2005 — 2009
Finance
Pershing, a BNY Mellon company August 2013 - Present
Vanguard 2010 - 2013
Skills
Series 7, Series 63, Mutual Funds, Investments, Asset Allocation, Financial Analysis, Analysis, Retirement Planning, Bloomberg
Education
Hampton University 2005 — 2009
Finance
Michelle Servin-Sandoval Michelle Servin-Sandoval's Vanguard Experience January 2008 - October 2009
Job Financial Analyst at Lockheed Martin
Industry Defense & Space
Experience
Lockheed Martin June 2011 - Present
Vanguard January 2008 - October 2009
Skills
Risk Management, Earned Value Management, DoD, Security Clearance, Aerospace, Forecasting, Budgeting, Cost Variance Analysis, Financial Variance...
Education
Grand Canyon University 2008 — 2010
Master of Business Administration (MBA), Finance, General
The University of Texas at El Paso 2004 — 2007
Bachelor of Business Administration (BBA), Finance
Lockheed Martin June 2011 - Present
Vanguard January 2008 - October 2009
Skills
Risk Management, Earned Value Management, DoD, Security Clearance, Aerospace, Forecasting, Budgeting, Cost Variance Analysis, Financial Variance...
Education
Grand Canyon University 2008 — 2010
Master of Business Administration (MBA), Finance, General
The University of Texas at El Paso 2004 — 2007
Bachelor of Business Administration (BBA), Finance
Timothy David Ellis II Timothy David Ellis II's Vanguard Experience July 2015 - Present
Job Investment Administrator
Industry Financial Services
Experience
Vanguard July 2015 - Present
Vanguard July 2013 - July 2015
CAPTRUST May 2012 - August 2012
Morgan Stanley May 2011 - August 2011
Skills
Financial Markets, Financial Management, Customer Relations, Financial Analysis, Portfolio Management, Project Management, Microsoft Excel, Series 7, Financial Planning, Finance, Asset Management, Retirement Planning, Asset Allocation, 401k Rollovers, Bloomberg, IRAs, Securities, Fixed Income, Investments, Series 63, Wealth Management, Retirement, Investment Strategies, Financial Advisory, Financial Services, Financial Planners, Relationship Management, Personal Financial...
Education
May 2013East Carolina University College of Business 2010 — 2013
Bachelor of Science, Business Finance, Financial Services concentration
Hampden-Sydney College 2008 — 2010
Economics
Vanguard July 2015 - Present
Vanguard July 2013 - July 2015
CAPTRUST May 2012 - August 2012
Morgan Stanley May 2011 - August 2011
Skills
Financial Markets, Financial Management, Customer Relations, Financial Analysis, Portfolio Management, Project Management, Microsoft Excel, Series 7, Financial Planning, Finance, Asset Management, Retirement Planning, Asset Allocation, 401k Rollovers, Bloomberg, IRAs, Securities, Fixed Income, Investments, Series 63, Wealth Management, Retirement, Investment Strategies, Financial Advisory, Financial Services, Financial Planners, Relationship Management, Personal Financial...
Education
May 2013East Carolina University College of Business 2010 — 2013
Bachelor of Science, Business Finance, Financial Services concentration
Hampden-Sydney College 2008 — 2010
Economics
Angie Kunze's Vanguard Experience March 2011 - January 2015
Job Compliance
Industry Financial Services
Experience
Raymond James Financial Inc. February 2015 - Present
Vanguard March 2011 - January 2015
Farm Bureau Financial Services July 2008 - December 2010
Skills
Customer Service, Microsoft Office, Microsoft Excel, Sales, Leadership, Management, Microsoft Word
Education
Grand Canyon University 2011 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
University of Nebraska-Lincoln 2000 — 2003
Bachelor of Business Administration (BBA), Business Administration and Management, General
Raymond James Financial Inc. February 2015 - Present
Vanguard March 2011 - January 2015
Farm Bureau Financial Services July 2008 - December 2010
Skills
Customer Service, Microsoft Office, Microsoft Excel, Sales, Leadership, Management, Microsoft Word
Education
Grand Canyon University 2011 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
University of Nebraska-Lincoln 2000 — 2003
Bachelor of Business Administration (BBA), Business Administration and Management, General
Steven DelVecchio Steven DelVecchio's Vanguard Experience January 2011 - July 2013
Job Executive Recruiter at Basilone Executive Search
Industry Staffing and Recruiting
Experience
Basilone Executive Search and Staffing October 2014 - Present
Mid Atlantic Capital Group, Inc. May 2014 - October 2014
Professional Valuation August 2013 - January 2014
Vanguard January 2011 - July 2013
Skills
Accounting, Finance, HR, Business Networking, Executive Search, Leadership, Strategic Planning, Recruiting, Interviews, Management, Marketing, Customer Service, Screening, Human Resources, Financial Analysis
Education
Grand Canyon University 2011 — 2012
Master of Business Administration (MBA), Finance, General
University of Pittsburgh 2003 — 2008
Bachelor of Arts (B.A.), Economics
Basilone Executive Search and Staffing October 2014 - Present
Mid Atlantic Capital Group, Inc. May 2014 - October 2014
Professional Valuation August 2013 - January 2014
Vanguard January 2011 - July 2013
Skills
Accounting, Finance, HR, Business Networking, Executive Search, Leadership, Strategic Planning, Recruiting, Interviews, Management, Marketing, Customer Service, Screening, Human Resources, Financial Analysis
Education
Grand Canyon University 2011 — 2012
Master of Business Administration (MBA), Finance, General
University of Pittsburgh 2003 — 2008
Bachelor of Arts (B.A.), Economics
Daniel DeZago Daniel DeZago's Vanguard Experience August 2005 - August 2006
Job Creative Lead @ Dan + Erin PhotoCinema
Industry Motion Pictures and Film
Experience
Dan & Erin PhotoCinema LLC January 2014 - Present
Sun Valley Community Church November 2011 - June 2015
danieldezago.com January 2001 - January 2014
Scottsdale Bible Church June 2011 - November 2011
Design Benefit Plans April 2009 - June 2010
NPA Wealth Management January 2008 - April 2009
Design Benefit Plans August 2006 - November 2007
Vanguard August 2005 - August 2006
Da-Lite Screen Company May 2004 - June 2005
Skills
Customer Service, Video, Video Editing, Editing, Marketing, Management, Nonprofits, Sound, Budgets, Video Production, Post Production, Training, After Effects, Event Planning, Producing, Public Speaking
Education
Grace College and Seminary 2000 — 2004
BS, Business Administration, Marketing
New York Film Academy 2003 — 2003
Certification, Digital Video Editing in Final Cut Pro
Dan & Erin PhotoCinema LLC January 2014 - Present
Sun Valley Community Church November 2011 - June 2015
danieldezago.com January 2001 - January 2014
Scottsdale Bible Church June 2011 - November 2011
Design Benefit Plans April 2009 - June 2010
NPA Wealth Management January 2008 - April 2009
Design Benefit Plans August 2006 - November 2007
Vanguard August 2005 - August 2006
Da-Lite Screen Company May 2004 - June 2005
Skills
Customer Service, Video, Video Editing, Editing, Marketing, Management, Nonprofits, Sound, Budgets, Video Production, Post Production, Training, After Effects, Event Planning, Producing, Public Speaking
Education
Grace College and Seminary 2000 — 2004
BS, Business Administration, Marketing
New York Film Academy 2003 — 2003
Certification, Digital Video Editing in Final Cut Pro
Todd S. Smith, CFP® Todd S. Smith, CFP®'s Vanguard Experience September 2003 - February 2005
Job Financial Planning/Investment Management CFP® Professional
Industry Financial Services
Experience
Advisers Investment Management, Inc. January 2010 - Present
Chulick & Kozleski, LLP Accounting October 2011 - June 2013
Azmyth Financial June 2005 - January 2010
Vanguard September 2003 - February 2005
Vanguard September 2002 - September 2003
Vanguard September 2000 - September 2002
Vanguard November 1999 - September 2000
Prudential Securities May 1997 - October 1998
Skills
Asset Management, Retirement Planning, Financial Planning, Investments, Wealth Management, Estate Planning, Portfolio Management, Management, Financial Advisory, Small Business, Finance, Risk Management, Strategic Financial..., Asset Managment, Investment Management, Mutual Funds, Asset Allocation, Wealth Management..., Securities, Wealth, Investment Advisory, Retirement, Financial Services
Education
Hamilton College 1993 — 1997
Bachelor's degree, Government and Economics
Pomfret School 1991 — 1993
University of Pennsylvania - The Wharton School
Employee Benefits
Advisers Investment Management, Inc. January 2010 - Present
Chulick & Kozleski, LLP Accounting October 2011 - June 2013
Azmyth Financial June 2005 - January 2010
Vanguard September 2003 - February 2005
Vanguard September 2002 - September 2003
Vanguard September 2000 - September 2002
Vanguard November 1999 - September 2000
Prudential Securities May 1997 - October 1998
Skills
Asset Management, Retirement Planning, Financial Planning, Investments, Wealth Management, Estate Planning, Portfolio Management, Management, Financial Advisory, Small Business, Finance, Risk Management, Strategic Financial..., Asset Managment, Investment Management, Mutual Funds, Asset Allocation, Wealth Management..., Securities, Wealth, Investment Advisory, Retirement, Financial Services
Education
Hamilton College 1993 — 1997
Bachelor's degree, Government and Economics
Pomfret School 1991 — 1993
University of Pennsylvania - The Wharton School
Employee Benefits
Mahima Dave's Vanguard Experience February 2015 - Present
Job Processing Specialist at Vanguard
Industry Financial Services
Experience
Vanguard February 2015 - Present
Bank of America June 2014 - January 2015
Bank of America November 2013 - June 2014
Barnes & Noble December 2013 - January 2014
Skills
Human Resources, Accounting, Customer Service, Administrative..., Management, Visual Merchandising, Data Entry, Employee Benefits, Time Management, Outlook, Customer Satisfaction, Inventory Management, Retail, Access, Payroll, Microsoft Word, Microsoft Excel, Teamwork, QuickBooks, PowerPoint, Product Development, Accounts Payable, Accounts Receivable
Education
Gujarat University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Human Resource Management
Indian Language School, Lagos, Nigeria 2001 — 2008
High School, Accounting and Business Management
Vanguard February 2015 - Present
Bank of America June 2014 - January 2015
Bank of America November 2013 - June 2014
Barnes & Noble December 2013 - January 2014
Skills
Human Resources, Accounting, Customer Service, Administrative..., Management, Visual Merchandising, Data Entry, Employee Benefits, Time Management, Outlook, Customer Satisfaction, Inventory Management, Retail, Access, Payroll, Microsoft Word, Microsoft Excel, Teamwork, QuickBooks, PowerPoint, Product Development, Accounts Payable, Accounts Receivable
Education
Gujarat University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Human Resource Management
Indian Language School, Lagos, Nigeria 2001 — 2008
High School, Accounting and Business Management
Reginald-Chris Mendoza Reginald-Chris Mendoza's Vanguard Experience June 2012 - February 2013
Job Accounting Professional
Industry Accounting
Experience
LoveSac February 2012 - Present
Right Management February 2013 - June 2013
Vanguard June 2012 - February 2013
Daniel Ferrari & Co., P.C. October 2011 - June 2012
California Pizza Kitchen September 2009 - February 2012
Gable, Peritz, Mishkin, LLP January 2010 - April 2010
Haagen-Dazs June 2008 - August 2009
Education
Gwynedd-Mercy College 2007 — 2011
Bacherlor's of Science, Accounting
West Philadelphia Catholic High School, Pennsylvania (WPCHS) 2003 — 2007
LoveSac February 2012 - Present
Right Management February 2013 - June 2013
Vanguard June 2012 - February 2013
Daniel Ferrari & Co., P.C. October 2011 - June 2012
California Pizza Kitchen September 2009 - February 2012
Gable, Peritz, Mishkin, LLP January 2010 - April 2010
Haagen-Dazs June 2008 - August 2009
Education
Gwynedd-Mercy College 2007 — 2011
Bacherlor's of Science, Accounting
West Philadelphia Catholic High School, Pennsylvania (WPCHS) 2003 — 2007
Chris Callison Chris Callison's Vanguard Experience June 2001 - Present
Job Senior Client Relationship Administrator at Vanguard
Industry Financial Services
Experience
Vanguard June 2001 - Present
Skills
Customer Service, Mutual Funds
Education
Lasalle University 2001 — 2005
Master of Business Administration (M.B.A.), Business Administration and Management, General
Gwynedd Mercy University 1997 — 2001
Bachelor of Science (B.S.), Health/Health Care Administration/Management
Vanguard June 2001 - Present
Skills
Customer Service, Mutual Funds
Education
Lasalle University 2001 — 2005
Master of Business Administration (M.B.A.), Business Administration and Management, General
Gwynedd Mercy University 1997 — 2001
Bachelor of Science (B.S.), Health/Health Care Administration/Management
Vince Gillies's Vanguard Experience June 2013 - Present
Job Brokerage Associate at Vanguard
Industry Financial Services
Experience
Vanguard June 2013 - Present
Sumo Sushi Bar & Grill May 2012 - August 2012
City of Peoria June 2010 - August 2011
Universal Athletic September 2008 - January 2010
Skills
Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Time Management, Teamwork, Leadership, Sales, Marketing, Social Media Marketing
Education
University of Arizona 2011 — 2013
Bachelor of Science (BS), Finance
Glendale Community College 2009 — 2011
Pre-Business
Vanguard June 2013 - Present
Sumo Sushi Bar & Grill May 2012 - August 2012
City of Peoria June 2010 - August 2011
Universal Athletic September 2008 - January 2010
Skills
Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Time Management, Teamwork, Leadership, Sales, Marketing, Social Media Marketing
Education
University of Arizona 2011 — 2013
Bachelor of Science (BS), Finance
Glendale Community College 2009 — 2011
Pre-Business
Anna Goodrich Anna Goodrich's Vanguard Experience May 2010 - July 2011
Job Manager, Financial Compliance at Operation Blessing
Industry Fund-Raising
Experience
Operation Blessing May 2014 - May 2015
Operation Blessing May 2012 - May 2014
Operation Blessing September 2011 - April 2012
Vanguard May 2010 - July 2011
Skills
Editing, Research, Spanish, Analysis, Translation, Nonprofits, Microsoft Office, Customer Service, Event Planning, Social Media, Social Networking, Public Relations, Community Outreach, Leadership
Education
Grand Canyon University 2006 — 2009
Bachelor of Arts (BA), History, minor in Spanish
Operation Blessing May 2014 - May 2015
Operation Blessing May 2012 - May 2014
Operation Blessing September 2011 - April 2012
Vanguard May 2010 - July 2011
Skills
Editing, Research, Spanish, Analysis, Translation, Nonprofits, Microsoft Office, Customer Service, Event Planning, Social Media, Social Networking, Public Relations, Community Outreach, Leadership
Education
Grand Canyon University 2006 — 2009
Bachelor of Arts (BA), History, minor in Spanish
Laura Underwood Laura Underwood's Vanguard Experience 2006 - 2007
Job Realtor at HomeSmart Select/Rachael Richards Group
Industry Real Estate
Experience
HomeSmart Select / Rachael Richards Group December 2012 - Present
BNY Mellon 2011 - October 2012
BNY Mellon 2008 - 2011
US Airways 2007 - 2008
Vanguard 2006 - 2007
Education
Grand Canyon University 2008 — 2010
MBA, Leadership
University of Kansas 2002 — 2006
BS, Finance
HomeSmart Select / Rachael Richards Group December 2012 - Present
BNY Mellon 2011 - October 2012
BNY Mellon 2008 - 2011
US Airways 2007 - 2008
Vanguard 2006 - 2007
Education
Grand Canyon University 2008 — 2010
MBA, Leadership
University of Kansas 2002 — 2006
BS, Finance
Monyea Gandy Monyea Gandy's Vanguard Experience December 2012 - June 2013
Job Arizona Cardinals Football Club Community Relations/Outreach Intern
Industry Sports
Experience
Arizona Cardinals Football Club July 2015 - Present
Arizona Cardinals Football Club December 2013 - Present
University of Phoenix April 2014 - July 2015
AAU ARIZONA, ELYTE APPAREL, ARIZONA ELITE TOURNAMENTS October 2013 - December 2013
Green Tree Servicing June 2013 - October 2013
Vanguard December 2012 - June 2013
Next Level Fastbreak Summer Camp May 2012 - August 2012
Chill Factor Air Conditioning, Heating & Appliance June 2011 - August 2012
Nike Youth Elite Basketball Tournament- Boo Williams April 2012 - April 2012
Hampton University Athletics- Division 1 September 2008 - April 2012
Skills
Microsoft Office, Customer Service, Social Media, QuickBooks, Sports Marketing, Sports Coaching, News Writing, HVAC, Office Management, Filing, Enterprise V3, Customer Relationship..., Event Planning, Digital Media, Tournament Management, Event Program Creation, Grassroots Organizing, Highly Detailed Oriented, Sports, CRM, Public Relations, Public Speaking, Social Networking, PowerPoint, Event Management, Social Media Marketing, Leadership, Microsoft Excel, Marketing, Community Outreach, Press Releases, Sports Management
Education
Hampton University 2008 — 2012
Bachelor of Science (B.S.), Sport and Fitness Administration/Management
Arizona Cardinals Football Club July 2015 - Present
Arizona Cardinals Football Club December 2013 - Present
University of Phoenix April 2014 - July 2015
AAU ARIZONA, ELYTE APPAREL, ARIZONA ELITE TOURNAMENTS October 2013 - December 2013
Green Tree Servicing June 2013 - October 2013
Vanguard December 2012 - June 2013
Next Level Fastbreak Summer Camp May 2012 - August 2012
Chill Factor Air Conditioning, Heating & Appliance June 2011 - August 2012
Nike Youth Elite Basketball Tournament- Boo Williams April 2012 - April 2012
Hampton University Athletics- Division 1 September 2008 - April 2012
Skills
Microsoft Office, Customer Service, Social Media, QuickBooks, Sports Marketing, Sports Coaching, News Writing, HVAC, Office Management, Filing, Enterprise V3, Customer Relationship..., Event Planning, Digital Media, Tournament Management, Event Program Creation, Grassroots Organizing, Highly Detailed Oriented, Sports, CRM, Public Relations, Public Speaking, Social Networking, PowerPoint, Event Management, Social Media Marketing, Leadership, Microsoft Excel, Marketing, Community Outreach, Press Releases, Sports Management
Education
Hampton University 2008 — 2012
Bachelor of Science (B.S.), Sport and Fitness Administration/Management
Dean Hamilton, CFA Dean Hamilton, CFA's Vanguard Experience July 2011 - July 2012
Job Associate, Private Placements at MetLife Investments
Industry Investment Management
Experience
MetLife Investments July 2014 - Present
MetLife Investments June 2013 - August 2013
Vanguard July 2011 - July 2012
Vanguard October 2009 - June 2011
Vanguard July 2008 - September 2009
Prudential Financial June 2007 - August 2007
Education
New York University - Leonard N. Stern School of Business 2012 — 2014
Master of Business Administration (MBA)
Hampton University 2004 — 2008
Bachelor of Science (B.S.), Finance
MetLife Investments July 2014 - Present
MetLife Investments June 2013 - August 2013
Vanguard July 2011 - July 2012
Vanguard October 2009 - June 2011
Vanguard July 2008 - September 2009
Prudential Financial June 2007 - August 2007
Education
New York University - Leonard N. Stern School of Business 2012 — 2014
Master of Business Administration (MBA)
Hampton University 2004 — 2008
Bachelor of Science (B.S.), Finance
Natasha Towles, BA,MAFM,MA's Vanguard Experience October 2002 - August 2010
Job Team Leader/Travel Consultant
Industry Hospitality
Experience
Liberty Travel July 2012 - Present
Transfer Language School December 2011 - March 2012
Beacon Language Consultants November 2011 - March 2012
Vanguard October 2002 - August 2010
Morgan Stanley May 2001 - September 2002
ETrade 2000 - 2001
Skills
Office 2010, SharePoint, Minitab, Lotus Notes, PowerPoint, Microsoft Excel, Microsoft Word, Outlook, Microsoft Office, Non-profits, Data Analysis, Fundraising, Research, Analysis, GDS systems, Calypso, WordPress, Twitter
Education
International House 2011 — 2011
Certificate, Teaching English as a Second or Foreign Language/ESL Language Instructor
Goldsmiths College, U. of London 2010 — 2011
Masters, Postcolonial Culture and Global Policy
Keller Graduate School of Management of DeVry University 2004 — 2008
MAFM, Accounting and Financial Management
Lincoln University 1996 — 2000
Bachelor's degree, Business Administration and Management, General
Henderson High School
Liberty Travel July 2012 - Present
Transfer Language School December 2011 - March 2012
Beacon Language Consultants November 2011 - March 2012
Vanguard October 2002 - August 2010
Morgan Stanley May 2001 - September 2002
ETrade 2000 - 2001
Skills
Office 2010, SharePoint, Minitab, Lotus Notes, PowerPoint, Microsoft Excel, Microsoft Word, Outlook, Microsoft Office, Non-profits, Data Analysis, Fundraising, Research, Analysis, GDS systems, Calypso, WordPress, Twitter
Education
International House 2011 — 2011
Certificate, Teaching English as a Second or Foreign Language/ESL Language Instructor
Goldsmiths College, U. of London 2010 — 2011
Masters, Postcolonial Culture and Global Policy
Keller Graduate School of Management of DeVry University 2004 — 2008
MAFM, Accounting and Financial Management
Lincoln University 1996 — 2000
Bachelor's degree, Business Administration and Management, General
Henderson High School
Asha Warner Asha Warner's Vanguard Experience May 2015 - Present
Job Senior Political Science Major and MandarinChinese Minor at Haverford College
Industry
Experience
Vanguard May 2015 - Present
US Department of Justice, Office of Prosecutorial Development, Assistance, and Training June 2014 - August 2014
Haverford College January 2012 - May 2013
Science Systems and Applications, Inc. May 2012 - September 2012
Friends Committee on National Legislation December 2011 - January 2012
Spicknall's Farm Market June 2010 - September 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking, Chinese
Education
Haverford College 2011 — 2015
Bachelor of Arts (BA), Political Science and Chinese Language
Harbin Institute of Technology 2013 — 2014
Chinese Language and Literature
Vanguard May 2015 - Present
US Department of Justice, Office of Prosecutorial Development, Assistance, and Training June 2014 - August 2014
Haverford College January 2012 - May 2013
Science Systems and Applications, Inc. May 2012 - September 2012
Friends Committee on National Legislation December 2011 - January 2012
Spicknall's Farm Market June 2010 - September 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking, Chinese
Education
Haverford College 2011 — 2015
Bachelor of Arts (BA), Political Science and Chinese Language
Harbin Institute of Technology 2013 — 2014
Chinese Language and Literature
Kimberly Barth's Vanguard Experience November 1998 - September 2013
Job Leasing Consultant, NALP
Industry Real Estate
Experience
Long and Foster, REALTORS February 2014 - January 2015
Vanguard November 1998 - September 2013
Skills
Project Management, Marketing Communications, Leadership, Management, Operations Management, Business Analysis, Building Relationships, Team Leadership, Multimedia, Organization, MS Project, Multimedia Project..., Real Estate Sales..., Multi Family Properties, Sales and Leasing, Analysis, Financial Services, Investments, Process Improvement, Program Management, Real Estate, Relationship Management, Sales, Strategic Planning
Education
Grantham University 2009 — 2013
Associate of Arts (A.A.), Business Administration
Long and Foster, REALTORS February 2014 - January 2015
Vanguard November 1998 - September 2013
Skills
Project Management, Marketing Communications, Leadership, Management, Operations Management, Business Analysis, Building Relationships, Team Leadership, Multimedia, Organization, MS Project, Multimedia Project..., Real Estate Sales..., Multi Family Properties, Sales and Leasing, Analysis, Financial Services, Investments, Process Improvement, Program Management, Real Estate, Relationship Management, Sales, Strategic Planning
Education
Grantham University 2009 — 2013
Associate of Arts (A.A.), Business Administration
Jennifer Harnish Jennifer Harnish's Vanguard Experience May 1998 - July 2006
Job Training Team Manager at Sandy Spring Bank
Industry Banking
Experience
Sandy Spring Bank April 2015 - Present
Sandy Spring Bank November 2007 - Present
DRT, Inc. September 2006 - November 2007
Vanguard May 1998 - July 2006
Everfast, Inc. 1995 - 1998
Skills
Instructional Design, Training & Development, Supervisory Experience
Education
Rosemont College
Bachelor of Science, Management
Goldey Beacom College
Associates of Science, Office Administration
Sandy Spring Bank April 2015 - Present
Sandy Spring Bank November 2007 - Present
DRT, Inc. September 2006 - November 2007
Vanguard May 1998 - July 2006
Everfast, Inc. 1995 - 1998
Skills
Instructional Design, Training & Development, Supervisory Experience
Education
Rosemont College
Bachelor of Science, Management
Goldey Beacom College
Associates of Science, Office Administration
James Krouse James Krouse's Vanguard Experience June 2005 - March 2011
Job Director, Tax, Grant Thornton International Ltd
Industry Accounting
Experience
Grant Thornton International Ltd March 2011 - Present
Vanguard June 2005 - March 2011
PwC January 2003 - June 2005
Arthur Andersen January 2000 - January 2003
Clark Nuber December 1995 - January 2000
Skills
Financial Services, High Net Worth..., Non-profits, Partnership Taxation, Regulated Investment..., Private Equity, Hedge Funds, S Corporations, Individual Taxation, Fund Of Funds, Tax Research, Tax, Income Tax, Corporate Tax
Education
Washington State University - College of Business and Economics 1982 — 1986
Bachelor of Business Administration (BBA), Accounting
Golden Gate University
Taxation
Grant Thornton International Ltd March 2011 - Present
Vanguard June 2005 - March 2011
PwC January 2003 - June 2005
Arthur Andersen January 2000 - January 2003
Clark Nuber December 1995 - January 2000
Skills
Financial Services, High Net Worth..., Non-profits, Partnership Taxation, Regulated Investment..., Private Equity, Hedge Funds, S Corporations, Individual Taxation, Fund Of Funds, Tax Research, Tax, Income Tax, Corporate Tax
Education
Washington State University - College of Business and Economics 1982 — 1986
Bachelor of Business Administration (BBA), Accounting
Golden Gate University
Taxation
Amy Cribbs Amy Cribbs's Vanguard Experience July 2015 - Present
Job Principal, Institutional Retirement Plan Services at Vanguard
Industry Financial Services
Experience
Vanguard July 2015 - Present
Vanguard May 2010 - July 2015
The Vanguard Group April 2008 - July 2010
The Vanguard Group August 2005 - April 2008
The Vanguard Group January 2003 - August 2005
The Vanguard Group September 1998 - January 2003
The Vanguard Group December 1996 - September 1998
PNCBank 1990 - 1996
Education
Grove City College 1986 — 1990
Harvard Business School AMP
Harvard Business School AMP
Harvard Business School AMP
Harvard Business School AMP
Harvard Business School AMP
Harvard Business School AMP
Harvard Business School AMP
Vanguard July 2015 - Present
Vanguard May 2010 - July 2015
The Vanguard Group April 2008 - July 2010
The Vanguard Group August 2005 - April 2008
The Vanguard Group January 2003 - August 2005
The Vanguard Group September 1998 - January 2003
The Vanguard Group December 1996 - September 1998
PNCBank 1990 - 1996
Education
Grove City College 1986 — 1990
Harvard Business School AMP
Harvard Business School AMP
Harvard Business School AMP
Harvard Business School AMP
Harvard Business School AMP
Harvard Business School AMP
Harvard Business School AMP
David Marks David Marks's Vanguard Experience 1999 - 2000
Job Sales Leader | SaaS | Travel | Technology | Health & Wellness
Industry Internet
Experience
Carlson Wagonlit Travel 2015 - Present
TravelCare International 2010 - Present
Monetate, Inc. 2013 - 2015
International SOS 2006 - 2011
Rewards Network 2003 - 2005
StarCite 2000 - 2003
Vanguard 1999 - 2000
Atlas Travel Technologies 1996 - 1999
WorldTravel BTI 1995 - 1996
Hyatt Hotels Corporation 1990 - 1995
Skills
Strategic Partnerships, Start-ups, E-commerce, SaaS, B2B, Solution Selling, CRM, Leadership, Business Strategy, P&L Management, International Business, Sales Management, Entrepreneurship, Marketing, New Business Development, International Sales, Team Leadership, Operations Management, Business Planning, Enterprise Software, Global Business..., Digital Marketing
Education
University of Nevada-Las Vegas 1984 — 1986
BSC
Hamilton College 1981 — 1983
BA
Carlson Wagonlit Travel 2015 - Present
TravelCare International 2010 - Present
Monetate, Inc. 2013 - 2015
International SOS 2006 - 2011
Rewards Network 2003 - 2005
StarCite 2000 - 2003
Vanguard 1999 - 2000
Atlas Travel Technologies 1996 - 1999
WorldTravel BTI 1995 - 1996
Hyatt Hotels Corporation 1990 - 1995
Skills
Strategic Partnerships, Start-ups, E-commerce, SaaS, B2B, Solution Selling, CRM, Leadership, Business Strategy, P&L Management, International Business, Sales Management, Entrepreneurship, Marketing, New Business Development, International Sales, Team Leadership, Operations Management, Business Planning, Enterprise Software, Global Business..., Digital Marketing
Education
University of Nevada-Las Vegas 1984 — 1986
BSC
Hamilton College 1981 — 1983
BA
Danielle Saenz's Vanguard Experience April 2014 - Present
Job Client Relationship Specialist
Industry Financial Services
Experience
Vanguard April 2014 - Present
USAA July 2013 - March 2014
Hajoca Corporation May 2012 - March 2013
Transfer for Less May 2011 - March 2012
Upward Foundation May 2010 - May 2011
Skills
Customer Service, Public Relations, Facebook, Marketing Communications, Training, Leadership, Microsoft Office, Public Speaking, Retail, Interviews, Team Building, Coaching, Store Management, Employee Training, Inventory Management
Education
Northern Arizona University 2011 — 2012
Bachelor of Science, Organizational Communication
Glendale Community College 2008 — 2011
Associates Degree, Associate of Arts
Vanguard April 2014 - Present
USAA July 2013 - March 2014
Hajoca Corporation May 2012 - March 2013
Transfer for Less May 2011 - March 2012
Upward Foundation May 2010 - May 2011
Skills
Customer Service, Public Relations, Facebook, Marketing Communications, Training, Leadership, Microsoft Office, Public Speaking, Retail, Interviews, Team Building, Coaching, Store Management, Employee Training, Inventory Management
Education
Northern Arizona University 2011 — 2012
Bachelor of Science, Organizational Communication
Glendale Community College 2008 — 2011
Associates Degree, Associate of Arts
Gilbert Gallahar, MBA's Vanguard Experience April 2014 - Present
Job Investment Advisor at The Vanguard Group
Industry Venture Capital & Private Equity
Experience
Purim Health Products May 2015 - Present
Vanguard April 2014 - Present
Argosy University May 2012 - February 2014
Amazon.com/ ISS, Inc. September 2011 - March 2012
Glendale Union High School District February 2007 - November 2011
Connections AZ, Inc. March 2009 - July 2011
Phoenix Rugby Club December 2008 - April 2011
Harmony Windows, LLC January 2007 - January 2010
Skills
Research, Coaching, Mentoring, Word, Budgeting, Inventory Management, Problem Solving, Microsoft Office, Customer Service, Writing, Public Speaking, Teaching, Customer Relations, Team Building, PowerPoint, Hiring, Excel, Administration, Event Planning, Leadership Development, Social Media, Event Management, Editing, Outlook, Strategic Planning, Public Relations, Teamwork, Negotiation, Accounting, Team Leadership, Counseling, Planning, Account Management, Social Media Marketing, Retail, Contract Negotiation, Advertising, Sales Management, New Business Development, Compliance, Purchasing, Employee Relations, Fundraising, First Aid/ CPR/ AED..., Trailer Dock & Release..., Time Management, Community Outreach, Budgets, Sales, Psychotherapy
Education
Western Governors University 2010 — 2013
Master of Business Administration, Healthcare Management
University of Nevada-Las Vegas 2005 — 2006
Bachelor, Psychology & Physical Education
Glendale Community College 2003 — 2004
Associates, General Studies
Sunnyslope High School 1998 — 2002
High School Diploma
Purim Health Products May 2015 - Present
Vanguard April 2014 - Present
Argosy University May 2012 - February 2014
Amazon.com/ ISS, Inc. September 2011 - March 2012
Glendale Union High School District February 2007 - November 2011
Connections AZ, Inc. March 2009 - July 2011
Phoenix Rugby Club December 2008 - April 2011
Harmony Windows, LLC January 2007 - January 2010
Skills
Research, Coaching, Mentoring, Word, Budgeting, Inventory Management, Problem Solving, Microsoft Office, Customer Service, Writing, Public Speaking, Teaching, Customer Relations, Team Building, PowerPoint, Hiring, Excel, Administration, Event Planning, Leadership Development, Social Media, Event Management, Editing, Outlook, Strategic Planning, Public Relations, Teamwork, Negotiation, Accounting, Team Leadership, Counseling, Planning, Account Management, Social Media Marketing, Retail, Contract Negotiation, Advertising, Sales Management, New Business Development, Compliance, Purchasing, Employee Relations, Fundraising, First Aid/ CPR/ AED..., Trailer Dock & Release..., Time Management, Community Outreach, Budgets, Sales, Psychotherapy
Education
Western Governors University 2010 — 2013
Master of Business Administration, Healthcare Management
University of Nevada-Las Vegas 2005 — 2006
Bachelor, Psychology & Physical Education
Glendale Community College 2003 — 2004
Associates, General Studies
Sunnyslope High School 1998 — 2002
High School Diploma
Jenn Rongaus Jenn Rongaus's Vanguard Experience March 2006 - Present
Job Instructional Designer at The Vanguard Group
Industry Financial Services
Experience
Vanguard March 2006 - Present
Vanguard November 2000 - March 2006
Delaware Innovation Fund 2000 - 2000
Skills
Project Planning, Leadership Development, Training & Development, Audio Editing, Agile, Needs Analysis, Simulation Software, Coaching, Adult Education, Educational Technology, Instructional Technology, Webcasting, Professional..., Instructor-led Training, Simulations, Engaging Content, Job Aids, Presenter, Technical Training, Curriculum Design, Blended Learning, Captivate, SnagIt, Distance Learning, Content Development, Multimedia, Storyboarding, Adobe Presenter, Webinars, E-Learning, Employee Training, ADDIE
Education
Bloomsburg University of Pennsylvania 2009 — 2013
Masters, Instructional Technology
Goldey Beacom College 1998 — 2000
Bachelor of Science in Business Administration, Finance
University of Delaware 1996 — 1998
Biology
Vanguard March 2006 - Present
Vanguard November 2000 - March 2006
Delaware Innovation Fund 2000 - 2000
Skills
Project Planning, Leadership Development, Training & Development, Audio Editing, Agile, Needs Analysis, Simulation Software, Coaching, Adult Education, Educational Technology, Instructional Technology, Webcasting, Professional..., Instructor-led Training, Simulations, Engaging Content, Job Aids, Presenter, Technical Training, Curriculum Design, Blended Learning, Captivate, SnagIt, Distance Learning, Content Development, Multimedia, Storyboarding, Adobe Presenter, Webinars, E-Learning, Employee Training, ADDIE
Education
Bloomsburg University of Pennsylvania 2009 — 2013
Masters, Instructional Technology
Goldey Beacom College 1998 — 2000
Bachelor of Science in Business Administration, Finance
University of Delaware 1996 — 1998
Biology
Michelle (Weidner) Arnold Michelle (Weidner) Arnold's Vanguard Experience November 2001 - October 2007
Job Administrative Assistant
Industry Hospital & Health Care
Experience
Nemours January 2008 - Present
Vanguard November 2001 - October 2007
PA State Senate November 1992 - October 2001
Skills
Administrative..., Office Administration, Microsoft Office, Management, Time Management, Outlook, Access, Microsoft Word, PowerPoint, Event Planning, Newsletters, Microsoft Excel, Social Media, Calendars, Editing
Education
Harrisburg Area Community College 1990 — 1992
Associate's degree, Executive Assistant/Executive Secretary
Nemours January 2008 - Present
Vanguard November 2001 - October 2007
PA State Senate November 1992 - October 2001
Skills
Administrative..., Office Administration, Microsoft Office, Management, Time Management, Outlook, Access, Microsoft Word, PowerPoint, Event Planning, Newsletters, Microsoft Excel, Social Media, Calendars, Editing
Education
Harrisburg Area Community College 1990 — 1992
Associate's degree, Executive Assistant/Executive Secretary
Peter A. Washington Peter A. Washington's Vanguard Experience September 2014 - Present
Job Adjustments Department Associate
Industry Financial Services
Experience
Vanguard September 2014 - Present
Charles Schwab May 2013 - August 2014
CarMax March 2011 - November 2011
TDW Distribution/LED Global March 2010 - March 2011
Southside Harley Davidson August 2009 - February 2010
BNY Mellon December 2000 - August 2007
Accountants on Call January 2000 - December 2000
Accountemps 1999 - 1999
Accountants on Call January 1998 - 1998
Myron Manufacturing 1992 - 1997
Skills
Customer Satisfaction, Customer Retention, Sales, Customer Service, Credit, Outside Sales, Retail, Call Center, Profit, Sales Process, Direct Sales, Cold Calling, Salesforce.com, Management, Marketing Strategy, Sales Management, Marketing, Call Centers, Budgets
Education
MMI - Motorcycle Mechainics Institute 2007 — 2009
Certificate, Harley Davidson Techician Specialist
Center for Media Arts 1985 — 1986
Certificate, Audiovisual Communications Technologies/Technicians
Hampton University
In Progresss, Business Law; Business Administration, PublicAdministration, English, Political Science
Vanguard September 2014 - Present
Charles Schwab May 2013 - August 2014
CarMax March 2011 - November 2011
TDW Distribution/LED Global March 2010 - March 2011
Southside Harley Davidson August 2009 - February 2010
BNY Mellon December 2000 - August 2007
Accountants on Call January 2000 - December 2000
Accountemps 1999 - 1999
Accountants on Call January 1998 - 1998
Myron Manufacturing 1992 - 1997
Skills
Customer Satisfaction, Customer Retention, Sales, Customer Service, Credit, Outside Sales, Retail, Call Center, Profit, Sales Process, Direct Sales, Cold Calling, Salesforce.com, Management, Marketing Strategy, Sales Management, Marketing, Call Centers, Budgets
Education
MMI - Motorcycle Mechainics Institute 2007 — 2009
Certificate, Harley Davidson Techician Specialist
Center for Media Arts 1985 — 1986
Certificate, Audiovisual Communications Technologies/Technicians
Hampton University
In Progresss, Business Law; Business Administration, PublicAdministration, English, Political Science
Anthony Uribe Anthony Uribe's Vanguard Experience June 2007 - June 2010
Job Financial Analyst LATAM at Tyco International Ltd. (Contractor)
Industry Financial Services
Experience
Tyco Integrated Security September 2014 - Present
State/ Local Government April 2014 - August 2014
State/ Local Government June 2013 - April 2014
Departmant of Labor Employee Benifits Security Administration December 2011 - November 2012
Wells Fargo March 2011 - December 2011
Vanguard June 2007 - June 2010
United States Air Force October 2001 - December 2007
PIMA Community College Veterans Representative January 2005 - December 2006
Skills
Cultural Awareness, Bilingual, Negotiation, Team Leadership, Compliance, Research, Investments, Insurance, Financial Analysis, Budgets, Military Operations, Analysis, Leadership, Risk Management, Military, Portfolio Management, Government, Customer Service, Training, Access, Program Management, Accounting, Security, Process Improvement, Security Clearance, Retirement, Data Analysis, Economics, Finance, Policy, CRM, Sales, Banking
Education
Grand Canyon University 2008 — 2010
MBA Finance, MBA
University of Arizona 2004 — 2007
Bachelors, Finance
US Air Force (Community College Air Force) 2001 — 2005
Associates, Integrated Avionics Systems Technician
Instituto Politecnico Loyola 1996 — 1999
Associates, Industrial Electronics
Tyco Integrated Security September 2014 - Present
State/ Local Government April 2014 - August 2014
State/ Local Government June 2013 - April 2014
Departmant of Labor Employee Benifits Security Administration December 2011 - November 2012
Wells Fargo March 2011 - December 2011
Vanguard June 2007 - June 2010
United States Air Force October 2001 - December 2007
PIMA Community College Veterans Representative January 2005 - December 2006
Skills
Cultural Awareness, Bilingual, Negotiation, Team Leadership, Compliance, Research, Investments, Insurance, Financial Analysis, Budgets, Military Operations, Analysis, Leadership, Risk Management, Military, Portfolio Management, Government, Customer Service, Training, Access, Program Management, Accounting, Security, Process Improvement, Security Clearance, Retirement, Data Analysis, Economics, Finance, Policy, CRM, Sales, Banking
Education
Grand Canyon University 2008 — 2010
MBA Finance, MBA
University of Arizona 2004 — 2007
Bachelors, Finance
US Air Force (Community College Air Force) 2001 — 2005
Associates, Integrated Avionics Systems Technician
Instituto Politecnico Loyola 1996 — 1999
Associates, Industrial Electronics
Allison Kerrigan's Vanguard Experience April 2014 - Present
Job Client Service Specialist at Vanguard
Industry Consumer Services
Experience
Vanguard April 2014 - Present
FirstLab May 2011 - April 2014
Nursing Care Services July 2003 - May 2005
Milliman USA September 1998 - November 2001
Skills
Customer Service, Teamwork
Education
Gordon College 1989 — 1993
Bachelor's degree, Business Administration and Management, General
Vanguard April 2014 - Present
FirstLab May 2011 - April 2014
Nursing Care Services July 2003 - May 2005
Milliman USA September 1998 - November 2001
Skills
Customer Service, Teamwork
Education
Gordon College 1989 — 1993
Bachelor's degree, Business Administration and Management, General
Thomas McBride Thomas McBride's Vanguard Experience December 2011 - August 2012
Job Internal Investment Consultant at Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors September 2015 - Present
Northwestern Mutual September 2012 - Present
Vanguard December 2011 - August 2012
Vanguard August 2010 - December 2011
Skills
Retirement Planning, Finance, Sales, Insurance, Relationship Management, Portfolio Management, Investment Strategies, Credit, Banking, Risk Management, Securities, Loans
Education
Gettysburg College 2006 — 2010
Bachelor's degree, Business Management
Moorestown High School 2002 — 2006
Allianz Global Investors September 2015 - Present
Northwestern Mutual September 2012 - Present
Vanguard December 2011 - August 2012
Vanguard August 2010 - December 2011
Skills
Retirement Planning, Finance, Sales, Insurance, Relationship Management, Portfolio Management, Investment Strategies, Credit, Banking, Risk Management, Securities, Loans
Education
Gettysburg College 2006 — 2010
Bachelor's degree, Business Management
Moorestown High School 2002 — 2006
Barbara Leovic Barbara Leovic's Vanguard Experience October 2011 - Present
Job Administrative Associate at Vanguard
Industry Financial Services
Experience
Vanguard October 2011 - Present
Office Team June 2011 - June 2011
McKesson Specialty Care Solutions February 2008 - March 2010
Wolters Kluwer Health (formerly Walsh America, NDC Health) September 1995 - February 2008
Kroy December 1992 - November 1995
CDI/Intel May 1992 - November 1992
Bureau of Vocational Rehabilitation July 1986 - November 1991
Education
Training to You 2010 — 2010
MOS Certification, Word, Excel, Powerpoint, Outlook 2007
Grove City College
B.A., English
Vanguard October 2011 - Present
Office Team June 2011 - June 2011
McKesson Specialty Care Solutions February 2008 - March 2010
Wolters Kluwer Health (formerly Walsh America, NDC Health) September 1995 - February 2008
Kroy December 1992 - November 1995
CDI/Intel May 1992 - November 1992
Bureau of Vocational Rehabilitation July 1986 - November 1991
Education
Training to You 2010 — 2010
MOS Certification, Word, Excel, Powerpoint, Outlook 2007
Grove City College
B.A., English
Barb Bronson Barb Bronson's Vanguard Experience September 2004 - Present
Job Senior Recruiter at Vanguard/Internal Wholesalers/Data Analytics/Government Relations/Information Security
Industry Financial Services
Experience
Vanguard September 2004 - Present
PSEG Nuclear, LLC April 1990 - January 2003
American Red Cross 1984 - April 1990
Skills
SPHR, CIR, LVT, Talent Acquisition, Recruiting, Human Resources, Talent Management, Employee Relations, Performance Management, Sourcing, Process Improvement, Organizational..., Change Management, Training, Leadership Development, Employee Engagement, College Recruiting, Project Management, Internet Recruiting, Deferred Compensation, HR Policies, Interviews, Leadership, Budgets, Team Building, Executive Search, Staff Development, Coaching, Employee Training, Personnel Management, Program Management, CRM, Labor Relations, New Hire Orientations, Business Strategy, Benefits Administration, Technical Recruiting, Onboarding, Management, Temporary Placement, Hiring, Vendor Management, Screening, Time Management, Consulting, Building Relationships, Executive Management, PeopleSoft, Workforce Planning, HRIS
Education
Syracuse University 1970 — 1974
BA, Economics and History
Harcum College
Associate of Arts and Sciences (AAS), Veterinary Sciences/Veterinary Clinical Sciences, General
Vanguard September 2004 - Present
PSEG Nuclear, LLC April 1990 - January 2003
American Red Cross 1984 - April 1990
Skills
SPHR, CIR, LVT, Talent Acquisition, Recruiting, Human Resources, Talent Management, Employee Relations, Performance Management, Sourcing, Process Improvement, Organizational..., Change Management, Training, Leadership Development, Employee Engagement, College Recruiting, Project Management, Internet Recruiting, Deferred Compensation, HR Policies, Interviews, Leadership, Budgets, Team Building, Executive Search, Staff Development, Coaching, Employee Training, Personnel Management, Program Management, CRM, Labor Relations, New Hire Orientations, Business Strategy, Benefits Administration, Technical Recruiting, Onboarding, Management, Temporary Placement, Hiring, Vendor Management, Screening, Time Management, Consulting, Building Relationships, Executive Management, PeopleSoft, Workforce Planning, HRIS
Education
Syracuse University 1970 — 1974
BA, Economics and History
Harcum College
Associate of Arts and Sciences (AAS), Veterinary Sciences/Veterinary Clinical Sciences, General
Kaitlin Yeatts's Vanguard Experience November 2014 - Present
Job Resolution Specialist at Vanguard
Industry Financial Services
Experience
Vanguard November 2014 - Present
Vanguard September 2013 - November 2014
White House Black Market June 2013 - August 2013
Skills
Engaging Public Speaker, Highly personable, Highly motivated..., Energetic Leader, Series 7, Series 63, Outstanding..., Goal-driven leader, Sales, Youth Mentoring, Motivational Speaking, Speech Writing, Energetic team player, Presentation Development, Instructor-led Training, Volunteer Recruiting, Conflict Resolution, Problem Solving, Collaborative Problem..., New Hire Training, Business Coaching
Education
Grove City College 2009 — 2013
Bachelor of Science (B.S.), Communication and Media Studies
Lorenzo De Medici 2012 — 2012
Communication and Media Studies
Vanguard November 2014 - Present
Vanguard September 2013 - November 2014
White House Black Market June 2013 - August 2013
Skills
Engaging Public Speaker, Highly personable, Highly motivated..., Energetic Leader, Series 7, Series 63, Outstanding..., Goal-driven leader, Sales, Youth Mentoring, Motivational Speaking, Speech Writing, Energetic team player, Presentation Development, Instructor-led Training, Volunteer Recruiting, Conflict Resolution, Problem Solving, Collaborative Problem..., New Hire Training, Business Coaching
Education
Grove City College 2009 — 2013
Bachelor of Science (B.S.), Communication and Media Studies
Lorenzo De Medici 2012 — 2012
Communication and Media Studies
Michael Jasey Michael Jasey's Vanguard Experience January 2010 - January 2011
Job Trader at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company February 2013 - Present
BNY Mellon January 2011 - Present
Vanguard January 2010 - January 2011
Hampton University September 2005 - December 2009
MetLife Financial Services 2009 - 2009
First Investors Corporation 2008 - 2009
Skills
Series 7, Investments, Finance, Management, Portfolio Management, Asset Management
Education
Hampton University 2005 — 2009
BS, Finance
Pershing, a BNY Mellon company February 2013 - Present
BNY Mellon January 2011 - Present
Vanguard January 2010 - January 2011
Hampton University September 2005 - December 2009
MetLife Financial Services 2009 - 2009
First Investors Corporation 2008 - 2009
Skills
Series 7, Investments, Finance, Management, Portfolio Management, Asset Management
Education
Hampton University 2005 — 2009
BS, Finance
Michael Carli Michael Carli's Vanguard Experience October 2010 - October 2012
Job Project Coordinator at Stevens Leinweber Construction Inc.
Industry Construction
Experience
Stevens Leinweber Construction, Inc. September 2015 - Present
Laser Spine Institute August 2014 - September 2015
Peoria Ford December 2013 - June 2014
Hilton Worldwide October 2012 - June 2013
Vanguard October 2010 - October 2012
CBRE February 2009 - May 2009
The Opus Group® May 2007 - August 2007
Skills
Sales, Customer Service, CRM, Leadership, Public Speaking, Management, Event Planning, Customer Satisfaction, Time Management, Marketing, Relationship Management, Account Management, Business Development, Mentoring, Investments, Law Enforcement, Firearms, Defensive Tactics, Emergency Vehicle..., Emergency Services
Education
Glendale Community College 2014 — 2014
Certificate, Law Enforcement Training Academy
University of Arizona 2006 — 2009
Bachelor of Science (B.S.), Regional Development
Brophy College Prep 2002 — 2006
High School Diploma, High School Diploma
Stevens Leinweber Construction, Inc. September 2015 - Present
Laser Spine Institute August 2014 - September 2015
Peoria Ford December 2013 - June 2014
Hilton Worldwide October 2012 - June 2013
Vanguard October 2010 - October 2012
CBRE February 2009 - May 2009
The Opus Group® May 2007 - August 2007
Skills
Sales, Customer Service, CRM, Leadership, Public Speaking, Management, Event Planning, Customer Satisfaction, Time Management, Marketing, Relationship Management, Account Management, Business Development, Mentoring, Investments, Law Enforcement, Firearms, Defensive Tactics, Emergency Vehicle..., Emergency Services
Education
Glendale Community College 2014 — 2014
Certificate, Law Enforcement Training Academy
University of Arizona 2006 — 2009
Bachelor of Science (B.S.), Regional Development
Brophy College Prep 2002 — 2006
High School Diploma, High School Diploma
Terry Ticey Terry Ticey's Vanguard Experience August 2010 - August 2012
Job Strategic Account Manager at Questel
Industry Information Technology and Services
Experience
Questel March 2015 - Present
Alexandria Kings Basketball Association August 2014 - Present
MERIT, Inc. August 2013 - Present
MicroStrategy April 2014 - March 2015
MicroStrategy May 2013 - April 2014
Emily Krzyzewski Center August 2012 - December 2012
Vanguard August 2010 - August 2012
Vanguard September 2009 - August 2010
Vanguard July 2007 - September 2008
Skills
Coaching, Innovation Management, Talent Management, Cultural Diversity, Diversity & Inclusion, Cross-functional Team..., Youth Leadership, Thought Leadership, Rewards Programs, Sales Management, CRM, Business Development, Leadership Development, Entrepreneurship, Sales, Management, Public Speaking, Data Analysis, Strategy, Training, Leadership, Marketing
Education
Hampton University 2003 — 2007
Bachelor of Science (B.S.), Marketing
Universidad de Sevilla 2004 — 2005
Questel March 2015 - Present
Alexandria Kings Basketball Association August 2014 - Present
MERIT, Inc. August 2013 - Present
MicroStrategy April 2014 - March 2015
MicroStrategy May 2013 - April 2014
Emily Krzyzewski Center August 2012 - December 2012
Vanguard August 2010 - August 2012
Vanguard September 2009 - August 2010
Vanguard July 2007 - September 2008
Skills
Coaching, Innovation Management, Talent Management, Cultural Diversity, Diversity & Inclusion, Cross-functional Team..., Youth Leadership, Thought Leadership, Rewards Programs, Sales Management, CRM, Business Development, Leadership Development, Entrepreneurship, Sales, Management, Public Speaking, Data Analysis, Strategy, Training, Leadership, Marketing
Education
Hampton University 2003 — 2007
Bachelor of Science (B.S.), Marketing
Universidad de Sevilla 2004 — 2005
Todd Swenson Todd Swenson's Vanguard Experience September 2011 - Present
Job RIA Executive at Vanguard
Industry Financial Services
Experience
Vanguard September 2011 - Present
Vanguard September 2006 - September 2011
Vanguard December 1997 - August 2006
Skills
Mutual Funds, Investments, Series 7, Series 63, Financial Services, Retirement Planning, Equities, Financial Analysis, Wealth Management, Retirement, Asset Allocation, Fixed Income, Strategic Financial..., Securities
Education
Saint Joseph's University 2005 — 2010
Master of Business Administration (MBA), Finance, General
Gustavus Adolphus College 1990 — 1994
Bachelor's degree, Economics
Vanguard September 2011 - Present
Vanguard September 2006 - September 2011
Vanguard December 1997 - August 2006
Skills
Mutual Funds, Investments, Series 7, Series 63, Financial Services, Retirement Planning, Equities, Financial Analysis, Wealth Management, Retirement, Asset Allocation, Fixed Income, Strategic Financial..., Securities
Education
Saint Joseph's University 2005 — 2010
Master of Business Administration (MBA), Finance, General
Gustavus Adolphus College 1990 — 1994
Bachelor's degree, Economics
Victoria Corral Victoria Corral's Vanguard Experience September 2013 - May 2015
Job Client Coordinator at Valassis
Industry Financial Services
Experience
Valassis July 2015 - Present
Vanguard September 2013 - May 2015
General Dynamics May 2012 - June 2013
Curves August 2010 - October 2011
Skills
Customer Service, Investments, Microsoft Office
Education
Northern Arizona University 2011 — 2013
Bachelor of Business Administration (B.B.A.), Management
Glendale Community College 2009 — 2011
Associate's degree, General Business
Valassis July 2015 - Present
Vanguard September 2013 - May 2015
General Dynamics May 2012 - June 2013
Curves August 2010 - October 2011
Skills
Customer Service, Investments, Microsoft Office
Education
Northern Arizona University 2011 — 2013
Bachelor of Business Administration (B.B.A.), Management
Glendale Community College 2009 — 2011
Associate's degree, General Business
Kent Stahler Kent Stahler's Vanguard Experience January 2014 - Present
Job Senior Manager at Vanguard
Industry Financial Services
Experience
Vanguard January 2014 - Present
Vanguard August 2009 - February 2014
Vanguard July 2005 - August 2009
National City Bank May 2002 - July 2005
US Steel May 2001 - May 2002
Skills
Six Sigma, Financial Analysis, Business Strategy, Leadership, Project Planning, Financial Services, Asset Management, Risk Management, Management, Investments, Competitive Analysis, Mutual Funds, Relationship Management, E-commerce, Series 63
Education
Saint Joseph's University 2009 — 2011
MBA, Business Administration
Grove City College 1998 — 2002
BA, Business Administration
Haas School of Business, UC Berkeley
Vanguard January 2014 - Present
Vanguard August 2009 - February 2014
Vanguard July 2005 - August 2009
National City Bank May 2002 - July 2005
US Steel May 2001 - May 2002
Skills
Six Sigma, Financial Analysis, Business Strategy, Leadership, Project Planning, Financial Services, Asset Management, Risk Management, Management, Investments, Competitive Analysis, Mutual Funds, Relationship Management, E-commerce, Series 63
Education
Saint Joseph's University 2009 — 2011
MBA, Business Administration
Grove City College 1998 — 2002
BA, Business Administration
Haas School of Business, UC Berkeley
Julie Webster Mon's Vanguard Experience March 2013 - Present
Job User Experience Researcher, Vanguard
Industry Research
Experience
Vanguard March 2013 - Present
British Council November 2011 - February 2013
TechnoCamps June 2012 - January 2013
Vanguard May 2011 - September 2011
Hamilton College March 2008 - May 2011
Hamilton College January 2008 - May 2011
Stage Harbor Yacht Club June 2002 - August 2010
Skills
User Experience, Social Media, Research, Usability Testing, Usability, Human Computer..., Teaching, Mobile Applications, Web Development, Leadership, Information Architecture, Heuristic Analysis, Interaction Design, User Interface Design, User Research, Ethnography, Qualitative Research, Quantitative Research
Education
University of Wales, Swansea 2011 — 2013
MRes, Future Interaction Technologies
Hamilton College 2007 — 2011
BA, Computer Science, Mathematics
Charlotte Latin School 2004 — 2007
Vanguard March 2013 - Present
British Council November 2011 - February 2013
TechnoCamps June 2012 - January 2013
Vanguard May 2011 - September 2011
Hamilton College March 2008 - May 2011
Hamilton College January 2008 - May 2011
Stage Harbor Yacht Club June 2002 - August 2010
Skills
User Experience, Social Media, Research, Usability Testing, Usability, Human Computer..., Teaching, Mobile Applications, Web Development, Leadership, Information Architecture, Heuristic Analysis, Interaction Design, User Interface Design, User Research, Ethnography, Qualitative Research, Quantitative Research
Education
University of Wales, Swansea 2011 — 2013
MRes, Future Interaction Technologies
Hamilton College 2007 — 2011
BA, Computer Science, Mathematics
Charlotte Latin School 2004 — 2007
Ashia Williams's Vanguard Experience August 2015 - Present
Job Associate at Vanguard, MBA candidate, Howard University Chemistry Grad
Industry Financial Services
Experience
Vanguard August 2015 - Present
Prudential Financial October 2013 - Present
Massimo Dutti November 2012 - April 2013
Howard University Hospital August 2009 - April 2012
Howard University 2010 - 2012
The Ohio State University May 2011 - August 2011
A Kollipara June 2008 - June 2010
Skills
Microsoft Office, Leadership, Presentations, Communication, Biochemistry, Protein Chemistry, Cell Culture, Chemistry, Sales, Research, Purification, Time Management, Science, Data Entry, Data Analysis, HPLC, UV/Vis, Laboratory, Customer Service, Gas Chromatography, Mass Spectrometry, GC-MS, Sequencing, Molecular Genetics, Critical Thinking, Biology, PCR, PowerPoint, DNA
Education
Grand Canyon University 2015 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
Howard University 2008 — 2013
Bachelor of Science (B.S.), Chemistry, 3.6
University of California, Berkeley 2011 — 2011
Chemistry, 3.0
Vanguard August 2015 - Present
Prudential Financial October 2013 - Present
Massimo Dutti November 2012 - April 2013
Howard University Hospital August 2009 - April 2012
Howard University 2010 - 2012
The Ohio State University May 2011 - August 2011
A Kollipara June 2008 - June 2010
Skills
Microsoft Office, Leadership, Presentations, Communication, Biochemistry, Protein Chemistry, Cell Culture, Chemistry, Sales, Research, Purification, Time Management, Science, Data Entry, Data Analysis, HPLC, UV/Vis, Laboratory, Customer Service, Gas Chromatography, Mass Spectrometry, GC-MS, Sequencing, Molecular Genetics, Critical Thinking, Biology, PCR, PowerPoint, DNA
Education
Grand Canyon University 2015 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
Howard University 2008 — 2013
Bachelor of Science (B.S.), Chemistry, 3.6
University of California, Berkeley 2011 — 2011
Chemistry, 3.0
Mary Clare Carney's Vanguard Experience May 2015 - Present
Job Client Service, Vanguard
Industry Consumer Services
Experience
Vanguard May 2015 - Present
Randstad September 2013 - May 2015
Apogee Insurance Group, A Berkshire Hathaway Company June 2012 - May 2013
United States Liability Insurance Group May 2012 - May 2013
Page Six December 2006 - September 2011
Skills
Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Teamwork, Team Leadership, Leadership, Public Speaking, Access, Insurance, Time Management, Outlook, Social Media, English, Sales, Management, CRM
Education
Gwynedd-Mercy College 2009 — 2013
Bachelor of Science (BS), Business Management
Vanguard May 2015 - Present
Randstad September 2013 - May 2015
Apogee Insurance Group, A Berkshire Hathaway Company June 2012 - May 2013
United States Liability Insurance Group May 2012 - May 2013
Page Six December 2006 - September 2011
Skills
Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Teamwork, Team Leadership, Leadership, Public Speaking, Access, Insurance, Time Management, Outlook, Social Media, English, Sales, Management, CRM
Education
Gwynedd-Mercy College 2009 — 2013
Bachelor of Science (BS), Business Management
Darriel cannon Darriel cannon's Vanguard Experience August 2005 - August 2006
Job Private Bank Finance Associate at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase July 2010 - February 2012
J.P. Morgan May 2007 - June 2010
JPMorgan Chase September 2006 - May 2007
Vanguard August 2005 - August 2006
Education
Virginia Commonwealth University 2012 — 2014
Post-Baccalaureate Health Science Certificate
Guilford College 2001 — 2005
B.S., Business Management & Accounting
JP Morgan Chase July 2010 - February 2012
J.P. Morgan May 2007 - June 2010
JPMorgan Chase September 2006 - May 2007
Vanguard August 2005 - August 2006
Education
Virginia Commonwealth University 2012 — 2014
Post-Baccalaureate Health Science Certificate
Guilford College 2001 — 2005
B.S., Business Management & Accounting
**Kelly Torello**'s Vanguard Experience August 1992 - July 1997
Job Crystal Manager | Entrepreneur | Wellness Advisor | Operations Manager | Charity President
Industry Health, Wellness and Fitness
Experience
Isagenix November 2014 - Present
First State Trust Company November 2008 - Present
The Real Charitable Housewives of Southeast PA November 2012 - Present
Weichert Realtors July 2008 - February 2009
Citi October 2001 - November 2008
Citi October 2000 - October 2001
Citi April 1999 - October 2000
Citi June 1997 - April 1999
Vanguard August 1992 - July 1997
Skills
Healthy Lifestyle, Entrepreneurship, Team Leadership, Networking, Team Building, Management, Marketing, Training, Sales, Wealth Management, Fundraising, Relationship Management, Nonprofits, Customer Service, Leadership
Education
West Chester University of Pennsylvania 1990 — 1991
Sales & Marketing
Kennett High School 1987 — 1990
Goldey-Beacom College
Computer Science
Isagenix November 2014 - Present
First State Trust Company November 2008 - Present
The Real Charitable Housewives of Southeast PA November 2012 - Present
Weichert Realtors July 2008 - February 2009
Citi October 2001 - November 2008
Citi October 2000 - October 2001
Citi April 1999 - October 2000
Citi June 1997 - April 1999
Vanguard August 1992 - July 1997
Skills
Healthy Lifestyle, Entrepreneurship, Team Leadership, Networking, Team Building, Management, Marketing, Training, Sales, Wealth Management, Fundraising, Relationship Management, Nonprofits, Customer Service, Leadership
Education
West Chester University of Pennsylvania 1990 — 1991
Sales & Marketing
Kennett High School 1987 — 1990
Goldey-Beacom College
Computer Science
Laura De Anda Laura De Anda's Vanguard Experience November 2013 - Present
Job Participant Services Manager at Vanguard
Industry Financial Services
Experience
Vanguard November 2013 - Present
Skills
Leadership, Process Improvement, Call Centers, Operations Management, Coaching
Education
Grand Canyon University 2010 — 2014
Master of Business Administration (M.B.A.), Leadership
University of Arizona 2004 — 2008
Bachelor's of Science in Public Administration, Criminal Justice Administration/Health and Human Services
Vanguard November 2013 - Present
Skills
Leadership, Process Improvement, Call Centers, Operations Management, Coaching
Education
Grand Canyon University 2010 — 2014
Master of Business Administration (M.B.A.), Leadership
University of Arizona 2004 — 2008
Bachelor's of Science in Public Administration, Criminal Justice Administration/Health and Human Services
Tiffany Gibbs, MBA's Vanguard Experience May 2007 - August 2007
Job Plant Human Resources Manager at Eaton
Industry Human Resources
Experience
Eaton January 2015 - Present
Zumba Fitness LLC October 2010 - Present
Integrity Staffing Solutions (Amazon.com) November 2014 - December 2014
United Technologies June 2012 - September 2014
Jefferson Radiology July 2011 - June 2012
American School for the Deaf June 2011 - June 2011
Plainville Community Schools January 2011 - June 2011
Travelers June 2008 - July 2010
Norfolk Southern August 2007 - December 2007
Vanguard May 2007 - August 2007
Skills
Teamwork, Data Analysis, Problem Solving, Wellness, Benefits Administration, Coordination, Employee Benefits, Talent Acquisition, Healthcare, HRIS, Strategic Planning, Human Resources, Onboarding, Performance Management, Interviews, Employee Relations, Deferred Compensation, Applicant Tracking..., Training, Management, Recruiting, New Hire Orientations, Employee Engagement, Leadership
Education
Saint Joseph College 2011 — 2011
Human Resource Management Certificate, Human Resources
Hampton University 2007 — 2008
Master of Business Administration, Marketing Emphasis
Hampton University 2003 — 2007
Bachelor of Science, Business Administration
Eaton January 2015 - Present
Zumba Fitness LLC October 2010 - Present
Integrity Staffing Solutions (Amazon.com) November 2014 - December 2014
United Technologies June 2012 - September 2014
Jefferson Radiology July 2011 - June 2012
American School for the Deaf June 2011 - June 2011
Plainville Community Schools January 2011 - June 2011
Travelers June 2008 - July 2010
Norfolk Southern August 2007 - December 2007
Vanguard May 2007 - August 2007
Skills
Teamwork, Data Analysis, Problem Solving, Wellness, Benefits Administration, Coordination, Employee Benefits, Talent Acquisition, Healthcare, HRIS, Strategic Planning, Human Resources, Onboarding, Performance Management, Interviews, Employee Relations, Deferred Compensation, Applicant Tracking..., Training, Management, Recruiting, New Hire Orientations, Employee Engagement, Leadership
Education
Saint Joseph College 2011 — 2011
Human Resource Management Certificate, Human Resources
Hampton University 2007 — 2008
Master of Business Administration, Marketing Emphasis
Hampton University 2003 — 2007
Bachelor of Science, Business Administration
Derrell Thompson MS Derrell Thompson MS's Vanguard Experience April 2015 - Present
Job Client Relationship Associate at Vanguard
Industry Health, Wellness and Fitness
Experience
Vanguard April 2015 - Present
Muscle Gauge Nutrition, LLC April 2013 - April 2015
Dollar Tree Stores February 2006 - March 2013
Dollar Tree Corporation February 2006 - March 2013
Dollar Tree Corporation May 2004 - March 2013
Dollar Tree Stores May 2004 - February 2006
Dollar Tree Corporation May 2004 - February 2006
West Chester University July 2005 - August 2005
West Chester University July 2005 - August 2005
Skills
Microsoft Office, Management, Inventory Management, Merchandising, Mentoring, Team Leadership, Sales, Customer Service, Performance Management, Forecasting, Human Resources, Payroll, Process Scheduler, Interviews
Education
Gwynedd Mercy University 2010 — 2012
Master's degree, Science of Management
Gwynedd-Mercy College 2010 — 2012
M.S, Management
West Chester University of Pennsylvania 2001 — 2008
Bachelor of Arts and Science, Professional Studies
West Chester University of Pennsylvania 2001 — 2008
B.A, Professional Studies; Health Sciences and Business Administration
Monsignor Bonner
Monsignor Bonner
Vanguard April 2015 - Present
Muscle Gauge Nutrition, LLC April 2013 - April 2015
Dollar Tree Stores February 2006 - March 2013
Dollar Tree Corporation February 2006 - March 2013
Dollar Tree Corporation May 2004 - March 2013
Dollar Tree Stores May 2004 - February 2006
Dollar Tree Corporation May 2004 - February 2006
West Chester University July 2005 - August 2005
West Chester University July 2005 - August 2005
Skills
Microsoft Office, Management, Inventory Management, Merchandising, Mentoring, Team Leadership, Sales, Customer Service, Performance Management, Forecasting, Human Resources, Payroll, Process Scheduler, Interviews
Education
Gwynedd Mercy University 2010 — 2012
Master's degree, Science of Management
Gwynedd-Mercy College 2010 — 2012
M.S, Management
West Chester University of Pennsylvania 2001 — 2008
Bachelor of Arts and Science, Professional Studies
West Chester University of Pennsylvania 2001 — 2008
B.A, Professional Studies; Health Sciences and Business Administration
Monsignor Bonner
Monsignor Bonner
Elisabeth Coen's Vanguard Experience January 2014 - Present
Job Copywriter
Industry Marketing and Advertising
Experience
Brownstein Group March 2015 - Present
Self-Employed June 2007 - Present
Vanguard January 2014 - Present
hibu April 2013 - February 2014
Mandarin Oriental Hotel Group June 2012 - June 2013
Samuel T. Freeman & Company February 2012 - February 2013
Gordon College June 2007 - March 2011
Beacon Christian Academy August 2008 - 2009
Gordon College August 2007 - December 2007
Skills
Curriculum Design, Writing, Microsoft Office, Editing, Social Media Marketing, Marketing Communications, Storytelling, Creative Writing, Microsoft Word, Journalism, Interviews, Marketing, Content Strategy, Web Content, Digital Copywriting, Blogging, Research, Copy Editing, Facebook, Social Media
Education
Gordon College 2003 — 2007
Bachelor of Arts, Communication Arts, Music
Brownstein Group March 2015 - Present
Self-Employed June 2007 - Present
Vanguard January 2014 - Present
hibu April 2013 - February 2014
Mandarin Oriental Hotel Group June 2012 - June 2013
Samuel T. Freeman & Company February 2012 - February 2013
Gordon College June 2007 - March 2011
Beacon Christian Academy August 2008 - 2009
Gordon College August 2007 - December 2007
Skills
Curriculum Design, Writing, Microsoft Office, Editing, Social Media Marketing, Marketing Communications, Storytelling, Creative Writing, Microsoft Word, Journalism, Interviews, Marketing, Content Strategy, Web Content, Digital Copywriting, Blogging, Research, Copy Editing, Facebook, Social Media
Education
Gordon College 2003 — 2007
Bachelor of Arts, Communication Arts, Music
Jonathon Hogga's Vanguard Experience September 2015 - Present
Job Communication Consultant at Vanguard
Industry Sports
Experience
Vanguard September 2015 - Present
Vanguard March 2014 - Present
Vanguard February 2012 - March 2014
Skills
PowerPoint, Microsoft Office, Business Management, Strategic Communications, Organizational..., People Skills, Creative Direction, Finance, Client Relations Skills, Customer Service, Management, Coaching, Marketing, Social Networking, Leadership Development, Leadership, Microsoft Excel, Time Management, CRM, Financial Services, Event Planning, Microsoft Word
Education
Gwynedd Mercy University 2009 — 2012
Bachelor of Science, Business Management
Vanguard September 2015 - Present
Vanguard March 2014 - Present
Vanguard February 2012 - March 2014
Skills
PowerPoint, Microsoft Office, Business Management, Strategic Communications, Organizational..., People Skills, Creative Direction, Finance, Client Relations Skills, Customer Service, Management, Coaching, Marketing, Social Networking, Leadership Development, Leadership, Microsoft Excel, Time Management, CRM, Financial Services, Event Planning, Microsoft Word
Education
Gwynedd Mercy University 2009 — 2012
Bachelor of Science, Business Management
Tina Marshman Tina Marshman's Vanguard Experience October 1999 - Present
Job Service Administrator at Vanguard
Industry Financial Services
Experience
Vanguard October 1999 - Present
Ensoniq 1997 - October 1999
True Value Company 1987 - 1997
Skills
Access, Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, Process Improvement, PowerPoint, Project Management, Time Management, Team Building, SQL
Education
The American College 2002 — 2009
Chartered Financial Consultant, Finance and Financial Management Services
Harrisburg Area Community College
Associate of Business Administration, Business Administration and Management, General
Vanguard October 1999 - Present
Ensoniq 1997 - October 1999
True Value Company 1987 - 1997
Skills
Access, Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, Process Improvement, PowerPoint, Project Management, Time Management, Team Building, SQL
Education
The American College 2002 — 2009
Chartered Financial Consultant, Finance and Financial Management Services
Harrisburg Area Community College
Associate of Business Administration, Business Administration and Management, General
Steven M. Fox Steven M. Fox's Vanguard Experience August 1996 - July 2009
Job Partner, Chief Operating Officer at Alliance Wealth Management Group
Industry Financial Services
Experience
Alliance Wealth Management Group September 2014 - Present
Freedom Valley YMCA February 2010 - Present
Prestige Wealth Management Group November 2012 - September 2014
DBJ Interactive Solutions, LLC July 2009 - October 2012
Vanguard August 1996 - July 2009
Skills
Client Relationship..., Campaign Execution, Project Management, Corporate Budgeting, New Business Development, Sales Management, Strategic Planning, Marketing Resource..., Multichannel Campaign..., Marketing Research, Analytics and Metrics, Advisory Boards, Database Marketing
Education
Grand Canyon University 1997 — 1999
Master of Business Administration, Finance
Tiffin University 1991 — 1995
Bachelor of Business Administration, Finance
Alliance Wealth Management Group September 2014 - Present
Freedom Valley YMCA February 2010 - Present
Prestige Wealth Management Group November 2012 - September 2014
DBJ Interactive Solutions, LLC July 2009 - October 2012
Vanguard August 1996 - July 2009
Skills
Client Relationship..., Campaign Execution, Project Management, Corporate Budgeting, New Business Development, Sales Management, Strategic Planning, Marketing Resource..., Multichannel Campaign..., Marketing Research, Analytics and Metrics, Advisory Boards, Database Marketing
Education
Grand Canyon University 1997 — 1999
Master of Business Administration, Finance
Tiffin University 1991 — 1995
Bachelor of Business Administration, Finance
Shane Eli Keith's Vanguard Experience April 2015 - Present
Job Compliance Administrator
Industry Financial Services
Experience
Vanguard April 2015 - Present
Vanguard November 2014 - April 2015
Vanguard November 2013 - April 2015
Vanguard May 2013 - November 2013
Grand Canyon University January 2011 - May 2013
Skills
Administrative..., Leadership, Delegates, Critical Thinking, Data Entry, Time Management, Access, Outlook, Microsoft Excel, Spreadsheets, Microsoft Word, Community Outreach, Team Leadership, Team Building
Education
Grand Canyon University 2014 — 2016
Master of Business Administration (M.B.A.), Finance/Leadership
Grand Canyon University 2011 — 2013
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General, Graduated Summa Cum Laude
Scottsdale Community College 2009 — 2011
Associate of Arts (A.A.), General Studies, Graduated Summa Cum Laude
Vanguard April 2015 - Present
Vanguard November 2014 - April 2015
Vanguard November 2013 - April 2015
Vanguard May 2013 - November 2013
Grand Canyon University January 2011 - May 2013
Skills
Administrative..., Leadership, Delegates, Critical Thinking, Data Entry, Time Management, Access, Outlook, Microsoft Excel, Spreadsheets, Microsoft Word, Community Outreach, Team Leadership, Team Building
Education
Grand Canyon University 2014 — 2016
Master of Business Administration (M.B.A.), Finance/Leadership
Grand Canyon University 2011 — 2013
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General, Graduated Summa Cum Laude
Scottsdale Community College 2009 — 2011
Associate of Arts (A.A.), General Studies, Graduated Summa Cum Laude
Kimberley M. Moser, NCCP. Kimberley M. Moser, NCCP.'s Vanguard Experience 2007 - 2008
Job Paralegal at Gorman & Associates, P.A.
Industry Legal Services
Experience
Gorman & Associates, P.A. July 2014 - Present
RoundPoint Mortgage Services August 2013 - December 2013
Stewart Law, PA June 2012 - May 2013
SouthEastern Petroleum Systems, Inc. August 2010 - June 2012
Gateway Academy Child Development Centers 2009 - 2010
Vanguard 2007 - 2008
Skills
Notary Public, Client Services, Time Management, Microsoft Excel, PowerPoint, Microsoft Office, Office Administration, Outlook, North Carolina Notary..., North Carolina..., Estate Administration, Estate Planning, Corporate Real Estate, Real Estate Transactions, Foreclosures, Paralegals, Document Drafting, Excel, Quicken, Time Matters, Accounts Payable, Accounts Receivable, Legal Research, Social Networking, Legal Writing, Billing Matters, Residential Closings
Education
University of North Carolina at Charlotte 2008 — 2009
Post Graduate Certificate, Paralegal Studies
University of North Carolina at Charlotte 2005 — 2007
Bachelors, Pre Law - Criminal Justice, Sociology
Gulf Coast State College 2004 — 2005
Criminal Justice
Meredith College 2002 — 2004
South Mecklenburg High School 1998 — 2002
Gorman & Associates, P.A. July 2014 - Present
RoundPoint Mortgage Services August 2013 - December 2013
Stewart Law, PA June 2012 - May 2013
SouthEastern Petroleum Systems, Inc. August 2010 - June 2012
Gateway Academy Child Development Centers 2009 - 2010
Vanguard 2007 - 2008
Skills
Notary Public, Client Services, Time Management, Microsoft Excel, PowerPoint, Microsoft Office, Office Administration, Outlook, North Carolina Notary..., North Carolina..., Estate Administration, Estate Planning, Corporate Real Estate, Real Estate Transactions, Foreclosures, Paralegals, Document Drafting, Excel, Quicken, Time Matters, Accounts Payable, Accounts Receivable, Legal Research, Social Networking, Legal Writing, Billing Matters, Residential Closings
Education
University of North Carolina at Charlotte 2008 — 2009
Post Graduate Certificate, Paralegal Studies
University of North Carolina at Charlotte 2005 — 2007
Bachelors, Pre Law - Criminal Justice, Sociology
Gulf Coast State College 2004 — 2005
Criminal Justice
Meredith College 2002 — 2004
South Mecklenburg High School 1998 — 2002
Dan Eshleman's Vanguard Experience September 1999 - June 2006
Job Realtor Century 21 All Service, Inc.
Industry Real Estate
Experience
Century 21 All Service, Inc. June 2006 - Present
Johnstown Christian School July 2011 - July 2014
Vanguard September 1999 - June 2006
Vanguard September 1999 - June 2006
Vanguard January 1999 - April 2002
CoreTech Consulting Group October 1998 - September 1999
Instrumedical Technologies, Inc August 1993 - August 1998
Skills
Real Estate, Selling, Sellers, Negotiation, Public Speaking, Advertising, Residential, Online Marketing, Investment Properties, Web Design, First Time Home Buyers, Business Analysis, Non-profits, Residential Homes, Nonprofits, Real Estate Transactions, Buyers, Buyer Representation, Customer Service, Listings, Marketing, New Home Sales, Referrals, Relocation, Foreclosures, Sales, Short Sales, Single Family Homes, Townhomes
Education
Grace College Winona 1992 — 1997
Bachelor of Science Business Administration, Business Administration, Marketing
Grace College & Seminary 1992 — 1997
Bachelor's Degree, Business Administration and Management, General
Century 21 All Service, Inc. June 2006 - Present
Johnstown Christian School July 2011 - July 2014
Vanguard September 1999 - June 2006
Vanguard September 1999 - June 2006
Vanguard January 1999 - April 2002
CoreTech Consulting Group October 1998 - September 1999
Instrumedical Technologies, Inc August 1993 - August 1998
Skills
Real Estate, Selling, Sellers, Negotiation, Public Speaking, Advertising, Residential, Online Marketing, Investment Properties, Web Design, First Time Home Buyers, Business Analysis, Non-profits, Residential Homes, Nonprofits, Real Estate Transactions, Buyers, Buyer Representation, Customer Service, Listings, Marketing, New Home Sales, Referrals, Relocation, Foreclosures, Sales, Short Sales, Single Family Homes, Townhomes
Education
Grace College Winona 1992 — 1997
Bachelor of Science Business Administration, Business Administration, Marketing
Grace College & Seminary 1992 — 1997
Bachelor's Degree, Business Administration and Management, General
Joshua Bernero Joshua Bernero's Vanguard Experience February 2011 - Present
Job Brokerage Resolution Specialist at Vanguard
Industry Financial Services
Experience
Vanguard February 2011 - Present
Grand Canyon University July 2009 - February 2011
Forest Highlands Country Club April 2007 - January 2008
Ritz-Carlton Hotel Company January 2006 - September 2007
Skills
Time Management, Management, Higher Education, Critical Thinking, Event Planning, Customer Service, Cpr Certified, Public Speaking, Event Management, Facebook, Process Scheduler, PowerPoint, Teamwork, Outlook, Social Networking, Leadership, Microsoft Word, Microsoft Office, Spanish, Microsoft Excel
Education
Grand Canyon University 2009 — 2010
MBA, Business and Marketing Management
Northern Arizona University-The W. A. Franke College of Business 2005 — 2009
Bachelors, Hotel and Restaurant Management
Vanguard February 2011 - Present
Grand Canyon University July 2009 - February 2011
Forest Highlands Country Club April 2007 - January 2008
Ritz-Carlton Hotel Company January 2006 - September 2007
Skills
Time Management, Management, Higher Education, Critical Thinking, Event Planning, Customer Service, Cpr Certified, Public Speaking, Event Management, Facebook, Process Scheduler, PowerPoint, Teamwork, Outlook, Social Networking, Leadership, Microsoft Word, Microsoft Office, Spanish, Microsoft Excel
Education
Grand Canyon University 2009 — 2010
MBA, Business and Marketing Management
Northern Arizona University-The W. A. Franke College of Business 2005 — 2009
Bachelors, Hotel and Restaurant Management
Derrick Bauer's Vanguard Experience 2012 - Present
Job Quality Assurance Specialty Associate at Vanguard
Industry Financial Services
Experience
Vanguard 2012 - Present
Vanguard 2004 - 2012
Vanguard 2001 - 2004
Vanguard 2000 - 2001
The Home Depot 1997 - 2000
The Home Depot 1997 - 1997
Del Webb Sun City Grand Vacation Villas 1993 - 1997
Skills
Financial Operations, Financial Analysis, Operational Risk..., Retail Management, Account Management, Office Administration, Quality Auditing, Building Strong Teams, Team Leadership, Team Management, Client Relationship..., Attention To Detail, Client Retention, Conflict Resolution, Decision Making, Problem Solving, Microsoft Office..., Lotus Notes, Pinnacle..., View 2000, Point of sale retail..., Hotel Information..., CRM, Process Improvement, Customer Retention, Call Centers, Risk Management, Customer Service, Leadership, Strategic Planning, Project Management, Finance, Team Building, Business Development, Networking, Negotiation, Analysis, Management, Business Analysis, Onboarding, Time Management
Education
Glendale Community College 1995 — 1997
Peoria High School 1990 — 1994
High School Diploma
Vanguard 2012 - Present
Vanguard 2004 - 2012
Vanguard 2001 - 2004
Vanguard 2000 - 2001
The Home Depot 1997 - 2000
The Home Depot 1997 - 1997
Del Webb Sun City Grand Vacation Villas 1993 - 1997
Skills
Financial Operations, Financial Analysis, Operational Risk..., Retail Management, Account Management, Office Administration, Quality Auditing, Building Strong Teams, Team Leadership, Team Management, Client Relationship..., Attention To Detail, Client Retention, Conflict Resolution, Decision Making, Problem Solving, Microsoft Office..., Lotus Notes, Pinnacle..., View 2000, Point of sale retail..., Hotel Information..., CRM, Process Improvement, Customer Retention, Call Centers, Risk Management, Customer Service, Leadership, Strategic Planning, Project Management, Finance, Team Building, Business Development, Networking, Negotiation, Analysis, Management, Business Analysis, Onboarding, Time Management
Education
Glendale Community College 1995 — 1997
Peoria High School 1990 — 1994
High School Diploma
Ryan Gager's Vanguard Experience August 2015 - Present
Job Senior Estate & Trust Counselor at Vanguard
Industry Financial Services
Experience
Vanguard August 2015 - Present
Saul Ewing LLP September 2004 - August 2015
Skills
Civil Litigation, Litigation, Legal Writing, Commercial Litigation, Legal Research, Special Needs Trusts, Estate Planning
Education
Rutgers University School of Law - Camden 2001 — 2004
J.D.
Grove City College 1997 — 2001
B.A., Psychology, Philosophy
Vanguard August 2015 - Present
Saul Ewing LLP September 2004 - August 2015
Skills
Civil Litigation, Litigation, Legal Writing, Commercial Litigation, Legal Research, Special Needs Trusts, Estate Planning
Education
Rutgers University School of Law - Camden 2001 — 2004
J.D.
Grove City College 1997 — 2001
B.A., Psychology, Philosophy
Andrew Daly, CFA's Vanguard Experience 1998 - 2000
Job Institutional Group at SEI
Industry Investment Management
Experience
SEI July 2014 - Present
Mill Creek Capital Advisors, LLC 2007 - June 2014
Radcliffe Group January 2006 - December 2006
Hirtle, Callaghan & Co. January 2002 - December 2005
InvestorForce January 2000 - December 2001
Vanguard 1998 - 2000
Skills
Alternative Investments, Portfolio Management, Securities, Investments, Due Diligence, Equities, Asset Managment, Series 7, Bloomberg, Valuation, Asset Management, Bonds, Capital Markets, Financial Structuring, Private Equity, Investment Banking, Fixed Income, High Yield, Financial Modeling, Hedge Funds
Education
Grove City College 1994 — 1998
Bachelor of Science (BS), Finance, General, Cum Laude
Conestoga High School 1990 — 1994
SEI July 2014 - Present
Mill Creek Capital Advisors, LLC 2007 - June 2014
Radcliffe Group January 2006 - December 2006
Hirtle, Callaghan & Co. January 2002 - December 2005
InvestorForce January 2000 - December 2001
Vanguard 1998 - 2000
Skills
Alternative Investments, Portfolio Management, Securities, Investments, Due Diligence, Equities, Asset Managment, Series 7, Bloomberg, Valuation, Asset Management, Bonds, Capital Markets, Financial Structuring, Private Equity, Investment Banking, Fixed Income, High Yield, Financial Modeling, Hedge Funds
Education
Grove City College 1994 — 1998
Bachelor of Science (BS), Finance, General, Cum Laude
Conestoga High School 1990 — 1994
Tiffany Johnson, MBA's Vanguard Experience October 2013 - December 2013
Job Real Estate Professional/Business Management
Industry Financial Services
Experience
R.A. Cutting Tax Consulting January 2000 - January 2015
Vanguard October 2013 - December 2013
CUTTING EDGE DANCE ACADEMY Inc September 2002 - September 2012
Carolina Speed (AIFL) November 2007 - October 2008
IBM April 2002 - October 2007
Skills
Marketing, Customer Service, ●Customer Service..., ●Banking Products &..., ●Communications, ●Teller Operations, ●Problem Solving, ●Staff Training &..., ●Accounting, ●Compliance and..., Process Consulting, Communication Skills, Series 63, Financial Analysis, PowerPoint, Microsoft Excel, Data Analysis, Management, Sales, Microsoft Office, Leadership, Budgets
Education
University of Phoenix 2010 — 2012
MBA, Accounting/Finance, 3.81
Hampton University
BA, Political Science, 3.0 GPA
North Carolina Real Estate Broker
Real Estate
R.A. Cutting Tax Consulting January 2000 - January 2015
Vanguard October 2013 - December 2013
CUTTING EDGE DANCE ACADEMY Inc September 2002 - September 2012
Carolina Speed (AIFL) November 2007 - October 2008
IBM April 2002 - October 2007
Skills
Marketing, Customer Service, ●Customer Service..., ●Banking Products &..., ●Communications, ●Teller Operations, ●Problem Solving, ●Staff Training &..., ●Accounting, ●Compliance and..., Process Consulting, Communication Skills, Series 63, Financial Analysis, PowerPoint, Microsoft Excel, Data Analysis, Management, Sales, Microsoft Office, Leadership, Budgets
Education
University of Phoenix 2010 — 2012
MBA, Accounting/Finance, 3.81
Hampton University
BA, Political Science, 3.0 GPA
North Carolina Real Estate Broker
Real Estate
Bryan M. Wilber's Vanguard Experience 1997 - 2005
Job Senior Mortgage Specialist at Paramount Equity
Industry Financial Services
Experience
Paramount Equity August 2015 - Present
Guaranteed Rate February 2014 - August 2015
W.J. Bradley Mortgage Capital, LLC 2012 - 2013
Quicken Loans 2010 - 2011
L&G Mortgagebanc 2007 - 2010
Intellichoice Mortgage 2005 - 2007
Vanguard 1997 - 2005
Skills
Mortgage Lending, First Time Home Buyers, New Business Development, FHA, Business Development, Loans, Refinance, Sales, Selling, Real Estate, VA loans, Real Estate Financing, Residential Mortgages, Finance, Investment Properties, Small Business, Sales Management, Marketing, Residential Homes, Investors, Management, Referrals, Real Estate Transactions, USDA, Loan Origination, Mortgage Banking, FHA financing, Reverse Mortgages, REO, Certified Mortgage..., VA Loans, FHA Financing
Education
Secure and Fair Enforcement Act 2010 — 2010
Home Mortgage
N.A.S.D. 2005 — 2005
Sereis 6 & 63, Banking, Corporate, Finance, and Securities Law
Arizona School Of Real Estate and Business
Green Mountain College
National Mortgage Licensing System
Paramount Equity August 2015 - Present
Guaranteed Rate February 2014 - August 2015
W.J. Bradley Mortgage Capital, LLC 2012 - 2013
Quicken Loans 2010 - 2011
L&G Mortgagebanc 2007 - 2010
Intellichoice Mortgage 2005 - 2007
Vanguard 1997 - 2005
Skills
Mortgage Lending, First Time Home Buyers, New Business Development, FHA, Business Development, Loans, Refinance, Sales, Selling, Real Estate, VA loans, Real Estate Financing, Residential Mortgages, Finance, Investment Properties, Small Business, Sales Management, Marketing, Residential Homes, Investors, Management, Referrals, Real Estate Transactions, USDA, Loan Origination, Mortgage Banking, FHA financing, Reverse Mortgages, REO, Certified Mortgage..., VA Loans, FHA Financing
Education
Secure and Fair Enforcement Act 2010 — 2010
Home Mortgage
N.A.S.D. 2005 — 2005
Sereis 6 & 63, Banking, Corporate, Finance, and Securities Law
Arizona School Of Real Estate and Business
Green Mountain College
National Mortgage Licensing System
Joshua Tinkey's Vanguard Experience February 2013 - Present
Job Supervisor at Vanguard
Industry Financial Services
Experience
Vanguard February 2013 - Present
Vanguard March 2010 - February 2013
Vanguard September 2006 - March 2010
Skills
Mutual Funds, Retirement Planning, Strategic Financial..., Investments, Retirement, Series 63, Series 7, Wealth Management, Leadership, People Development, Coaching, Securities
Education
Grove City College 2002 — 2006
B.S., Business Management
Boston University Online 2008 — 2009
Certificate in Finance, Financial Planning
Vanguard February 2013 - Present
Vanguard March 2010 - February 2013
Vanguard September 2006 - March 2010
Skills
Mutual Funds, Retirement Planning, Strategic Financial..., Investments, Retirement, Series 63, Series 7, Wealth Management, Leadership, People Development, Coaching, Securities
Education
Grove City College 2002 — 2006
B.S., Business Management
Boston University Online 2008 — 2009
Certificate in Finance, Financial Planning
Jeff Clapp's Vanguard Experience 2012 - Present
Job Developer at Vanguard
Industry Financial Services
Experience
Vanguard 2012 - Present
The Vanguard Group 2003 - 2010
Electronic Data Systems 1986 - 2000
Education
Hanover College 1982 — 1986
Vanguard 2012 - Present
The Vanguard Group 2003 - 2010
Electronic Data Systems 1986 - 2000
Education
Hanover College 1982 — 1986
Rajeev Kumar Pathak's Vanguard Experience January 2013 - October 2014
Job EDI Systems Administrator at CVS Health
Industry Information Technology and Services
Experience
CVS Health October 2014 - Present
Vanguard January 2013 - October 2014
Dell Services October 2010 - January 2013
Dell Perot Systems January 2007 - September 2010
Skills
WebSphere Message Broker, Microsoft SQL Server, Integration, WebSphere MQ, DB2, Crystal Reports, Web Services, Sentinel, CFT, SFTP, PL/SQL, Tumbleweed, EDI, Business Analysis, Agile Methodologies
Education
Centre for developement of advanced computing 2004 — 2007
MCA, Computer Science
Guru Gobind Singh Indraprastha University 2004 — 2007
MCA, Master of computer Application
Ewing Christian College 1999 — 2002
B.Sc., Physics, Maths
CHS Azamgarh 1997 — 1999
Intermediate
CVS Health October 2014 - Present
Vanguard January 2013 - October 2014
Dell Services October 2010 - January 2013
Dell Perot Systems January 2007 - September 2010
Skills
WebSphere Message Broker, Microsoft SQL Server, Integration, WebSphere MQ, DB2, Crystal Reports, Web Services, Sentinel, CFT, SFTP, PL/SQL, Tumbleweed, EDI, Business Analysis, Agile Methodologies
Education
Centre for developement of advanced computing 2004 — 2007
MCA, Computer Science
Guru Gobind Singh Indraprastha University 2004 — 2007
MCA, Master of computer Application
Ewing Christian College 1999 — 2002
B.Sc., Physics, Maths
CHS Azamgarh 1997 — 1999
Intermediate
Laurel Bacogeorge's Vanguard Experience 2006 - Present
Job Compliance Administrator at The Vanguard Group
Industry Investment Management
Experience
Vanguard 2006 - Present
The Vanguard Group September 1999 - Present
State Employees' Credit Union November 1998 - August 1999
Japan Exchange Teaching (JET) Programme August 1996 - August 1998
Skills
Series 7, FINRA, Series 24, Series 63, Process Improvement, Mutual Funds, Financial Services
Education
Guilford College 1987 — 1991
Vanguard 2006 - Present
The Vanguard Group September 1999 - Present
State Employees' Credit Union November 1998 - August 1999
Japan Exchange Teaching (JET) Programme August 1996 - August 1998
Skills
Series 7, FINRA, Series 24, Series 63, Process Improvement, Mutual Funds, Financial Services
Education
Guilford College 1987 — 1991
April Reppy's Vanguard Experience May 2013 - January 2015
Job Latin America and U.S. Offshore Distribution Team at First Trust
Industry Investment Management
Experience
First Trust January 2015 - Present
Vanguard May 2013 - January 2015
Vanguard October 2009 - May 2013
Vanguard July 2008 - October 2009
Vanguard June 2007 - July 2008
Skills
Program Management, Risk Management, Leadership, Six Sigma, CRM, Training, Coaching, Change Management, Internal Controls, Relationship Management, Investments, Microsoft Office, Customer Service, Data Analysis, Process Improvement, Public Speaking, Strategic Planning, Project Management, Team Building, Securities, Microsoft Excel, Business Development, Management, Spanish
Education
Thunderbird School of Global Management 2011 — 2013
Global MBA
Hanover College 2002 — 2006
Bachelor of Arts, Spanish, Business Administration
Universidad del Valle de Atemajac
First Trust January 2015 - Present
Vanguard May 2013 - January 2015
Vanguard October 2009 - May 2013
Vanguard July 2008 - October 2009
Vanguard June 2007 - July 2008
Skills
Program Management, Risk Management, Leadership, Six Sigma, CRM, Training, Coaching, Change Management, Internal Controls, Relationship Management, Investments, Microsoft Office, Customer Service, Data Analysis, Process Improvement, Public Speaking, Strategic Planning, Project Management, Team Building, Securities, Microsoft Excel, Business Development, Management, Spanish
Education
Thunderbird School of Global Management 2011 — 2013
Global MBA
Hanover College 2002 — 2006
Bachelor of Arts, Spanish, Business Administration
Universidad del Valle de Atemajac
Daniel Chittock's Vanguard Experience February 2007 - May 2008
Job Program Manager for SMI
Industry Sports
Experience
Speedway Motorsports Inc. Properties May 2008 - Present
Vanguard February 2007 - May 2008
Education
Grove City College 2002 — 2006
Speedway Motorsports Inc. Properties May 2008 - Present
Vanguard February 2007 - May 2008
Education
Grove City College 2002 — 2006
Melissa Sumner's Vanguard Experience December 2013 - Present
Job Senior CTO Program Manager Big Data
Industry Investment Management
Experience
Vanguard December 2013 - Present
The Vanguard Group October 2007 - December 2013
Vanguard January 2006 - September 2007
Vanguard March 2002 - December 2005
MEDecision 2000 - 2002
CIGNA Healthcare April 1999 - January 2000
Arris Systems August 1998 - April 1999
CIGNA Healthcare January 1995 - August 1998
CIGNA Healthcare January 1995 - December 1995
CIGNA Healthcare January 1992 - December 1994
Skills
SDLC, Agile Methodologies, Requirements Analysis, Business Analysis, Software Project..., Data Warehousing, SOA, Process Improvement, Data Modeling, Unix, SQL, Business Intelligence, Software Development, Enterprise Architecture, Vendor Management, Healthcare Information..., PL/SQL, Java, Java Enterprise Edition, Program Management
Education
St. Joseph's University 2004 — 2008
Master of Business Administration (MBA), Finance
Gwynedd-Mercy College 1990 — 1993
BS, Computer and Information Systems
Vanguard December 2013 - Present
The Vanguard Group October 2007 - December 2013
Vanguard January 2006 - September 2007
Vanguard March 2002 - December 2005
MEDecision 2000 - 2002
CIGNA Healthcare April 1999 - January 2000
Arris Systems August 1998 - April 1999
CIGNA Healthcare January 1995 - August 1998
CIGNA Healthcare January 1995 - December 1995
CIGNA Healthcare January 1992 - December 1994
Skills
SDLC, Agile Methodologies, Requirements Analysis, Business Analysis, Software Project..., Data Warehousing, SOA, Process Improvement, Data Modeling, Unix, SQL, Business Intelligence, Software Development, Enterprise Architecture, Vendor Management, Healthcare Information..., PL/SQL, Java, Java Enterprise Edition, Program Management
Education
St. Joseph's University 2004 — 2008
Master of Business Administration (MBA), Finance
Gwynedd-Mercy College 1990 — 1993
BS, Computer and Information Systems
Brett Schweizer's Vanguard Experience May 2012 - Present
Job Sales Executive
Industry Financial Services
Experience
Vanguard May 2012 - Present
Sterling Capital Management September 2002 - May 2012
Fidelity Investments October 1995 - August 2002
Skills
Series 7, Mutual Funds, Series 63, Investments, Asset Allocation, Fixed Income, Financial Services, Sales, Business Development, Equities, Investment Strategies
Education
Hamilton College 1991 — 1995
Bachelor of Arts (BA), Liberal Arts and Sciences, General Studies and Humanities
The Taft School 1988 — 1991
Vanguard May 2012 - Present
Sterling Capital Management September 2002 - May 2012
Fidelity Investments October 1995 - August 2002
Skills
Series 7, Mutual Funds, Series 63, Investments, Asset Allocation, Fixed Income, Financial Services, Sales, Business Development, Equities, Investment Strategies
Education
Hamilton College 1991 — 1995
Bachelor of Arts (BA), Liberal Arts and Sciences, General Studies and Humanities
The Taft School 1988 — 1991
Charlene Pow's Vanguard Experience December 2010 - August 2011
Job Associate at Hirtle, Callaghan & Co.
Industry Investment Management
Experience
Hirtle, Callaghan & Co. August 2011 - Present
Vanguard December 2010 - August 2011
Morgan Stanley Investment Management October 1997 - January 2009
ZA CONSULTING/MANAGEMENT, INC. 1996 - 1997
Aetna US Healthcare 1990 - 1996
Skills
Financial Analysis, Investments, Business Analysis, CRM, Project Management, Analysis, Business Planning, New Business Development, Management
Education
Gwynedd Mercy University
B.S., Business Administration
Hirtle, Callaghan & Co. August 2011 - Present
Vanguard December 2010 - August 2011
Morgan Stanley Investment Management October 1997 - January 2009
ZA CONSULTING/MANAGEMENT, INC. 1996 - 1997
Aetna US Healthcare 1990 - 1996
Skills
Financial Analysis, Investments, Business Analysis, CRM, Project Management, Analysis, Business Planning, New Business Development, Management
Education
Gwynedd Mercy University
B.S., Business Administration
Jean (Brown) Conway's Vanguard Experience 2011 - Present
Job Benefits Project Leader at Vanguard
Industry Human Resources
Experience
Vanguard 2011 - Present
VWR International 2005 - 2011
Towers Perrin 2003 - 2005
Trion 2001 - 2003
CGI Consulting Group, Inc. 2000 - 2001
Independence Blue Cross 1993 - 2000
Skills
Employee Benefits, Benefits Administration, 401k, Health Insurance, Vendor Management, Project Management
Education
Gordon College 1989 — 1993
Bachelor of Arts (BA), Psychology
Vanguard 2011 - Present
VWR International 2005 - 2011
Towers Perrin 2003 - 2005
Trion 2001 - 2003
CGI Consulting Group, Inc. 2000 - 2001
Independence Blue Cross 1993 - 2000
Skills
Employee Benefits, Benefits Administration, 401k, Health Insurance, Vendor Management, Project Management
Education
Gordon College 1989 — 1993
Bachelor of Arts (BA), Psychology
Anne Marie Scott's Vanguard Experience February 2013 - Present
Job Client Relationship Specialist at Vanguard
Industry Writing and Editing
Experience
Vanguard February 2013 - Present
Skills
Fiction, Non-fiction, Proofreading, Freelance Writing, Short Stories, Creative Writing, Fiction Writing, Editing
Education
West Chester University of Pennsylvania 1997 — 2000
Education Certification
University of Aberdeen 1986 — 1988
Master of Arts (M.A.), English Language and Literature/Letters
Hamilton College 1982 — 1986
BA, English
Vanguard February 2013 - Present
Skills
Fiction, Non-fiction, Proofreading, Freelance Writing, Short Stories, Creative Writing, Fiction Writing, Editing
Education
West Chester University of Pennsylvania 1997 — 2000
Education Certification
University of Aberdeen 1986 — 1988
Master of Arts (M.A.), English Language and Literature/Letters
Hamilton College 1982 — 1986
BA, English
Steven DelVecchio's Vanguard Experience January 2011 - July 2013
Job Commercial Real Estate Appraiser at Professional Valuation
Industry Banking
Experience
Professional Valuation August 2013 - Present
Vanguard January 2011 - July 2013
Wilmington Trust March 2010 - December 2010
Equifax Settlement Services April 2009 - January 2010
Education
Grand Canyon University 2011 — 2012
Master of Business Administration (MBA), Accounting and Finance
University of Pittsburgh 2003 — 2008
Bachelors, Economics
Professional Valuation August 2013 - Present
Vanguard January 2011 - July 2013
Wilmington Trust March 2010 - December 2010
Equifax Settlement Services April 2009 - January 2010
Education
Grand Canyon University 2011 — 2012
Master of Business Administration (MBA), Accounting and Finance
University of Pittsburgh 2003 — 2008
Bachelors, Economics
Francis June's Vanguard Experience August 2015 - Present
Job Business Systems Analyst
Industry Information Technology and Services
Experience
Vanguard August 2015 - Present
Vanguard August 2015 - Present
Compugain June 2014 - June 2015
Entech July 2013 - January 2014
NTT DATA April 2012 - September 2012
JPMorgan Chase September 2009 - March 2012
Fidelity National Information Services 2007 - 2009
Transamerica August 1985 - May 2002
Skills
Microsoft SQL Server, Active Directory, Windows Server, Java, HTML, JavaScript, Troubleshooting, Windows, Oracle, Requirements Analysis, Computer Hardware, XML, Linux, Business Analysis, Visio, SharePoint, Databases, Unix, Access, SDLC, Testing, Software Documentation, Integration, PL/SQL, Crystal Reports, UML, Software Development, Software Project..., Systems Analysis, Agile Methodologies, Requirements Gathering, ASP.NET, Web Services, DB2, Scrum, XP, COBOL, SOA, User Acceptance Testing, Web Applications, SQL, Analysis, Business Requirements, Business Objects, Business Process, Information Technology, Technical Writing, Process Improvement, Banking, Data Modeling
Education
Goldey Beacom College 1991 — 1992
No Degree, Computer and Information Sciences, General
Marple Vocational Technical School 1982 — 1983
Graduate, Professional, Technical, Business, and Scientific Writing
Vanguard August 2015 - Present
Vanguard August 2015 - Present
Compugain June 2014 - June 2015
Entech July 2013 - January 2014
NTT DATA April 2012 - September 2012
JPMorgan Chase September 2009 - March 2012
Fidelity National Information Services 2007 - 2009
Transamerica August 1985 - May 2002
Skills
Microsoft SQL Server, Active Directory, Windows Server, Java, HTML, JavaScript, Troubleshooting, Windows, Oracle, Requirements Analysis, Computer Hardware, XML, Linux, Business Analysis, Visio, SharePoint, Databases, Unix, Access, SDLC, Testing, Software Documentation, Integration, PL/SQL, Crystal Reports, UML, Software Development, Software Project..., Systems Analysis, Agile Methodologies, Requirements Gathering, ASP.NET, Web Services, DB2, Scrum, XP, COBOL, SOA, User Acceptance Testing, Web Applications, SQL, Analysis, Business Requirements, Business Objects, Business Process, Information Technology, Technical Writing, Process Improvement, Banking, Data Modeling
Education
Goldey Beacom College 1991 — 1992
No Degree, Computer and Information Sciences, General
Marple Vocational Technical School 1982 — 1983
Graduate, Professional, Technical, Business, and Scientific Writing
Mara Krajeski's Vanguard Experience December 2002 - January 2008
Job I'd like to work in the clerical/admin field. I have 6 years of office experience.
Industry Government Administration
Experience
Stop & Shop November 2014 - Present
Amazing Savings August 2014 - November 2014
United States Navy Reserves August 2010 - June 2013
Relative Care November 2012 - January 2013
Comfort Keepers August 2012 - November 2012
St. John Vianney Behavioral Center November 2010 - March 2012
Bed Bath & Beyond August 2008 - October 2010
Wize Buys March 2008 - June 2008
Vanguard December 2002 - January 2008
Starbucks Coffee January 2001 - January 2002
Skills
Microsoft Access, Outlook, Organizational..., Military Operations, Telephone Skills, Navy, Operational Planning, Military, Physical Security, Event Planning, Office Administration, Sales, Security Clearance, Cpr Certified, Employee Relations, Social Media, Microsoft Office, Microsoft Word, Leadership, Team Building, Microsoft Excel, Inventory Management, Security, Weapons, Troubleshooting, Public Speaking, Training, Management, Social Networking, Customer Service, Data Entry, Time Management, Government, Military Experience, Customer Satisfaction
Education
Hallmark Institute of Photography 1999 — 2000
Photography, Photography
St. Dominic High School 1986 — 1990
High School Diploma, General
Stop & Shop November 2014 - Present
Amazing Savings August 2014 - November 2014
United States Navy Reserves August 2010 - June 2013
Relative Care November 2012 - January 2013
Comfort Keepers August 2012 - November 2012
St. John Vianney Behavioral Center November 2010 - March 2012
Bed Bath & Beyond August 2008 - October 2010
Wize Buys March 2008 - June 2008
Vanguard December 2002 - January 2008
Starbucks Coffee January 2001 - January 2002
Skills
Microsoft Access, Outlook, Organizational..., Military Operations, Telephone Skills, Navy, Operational Planning, Military, Physical Security, Event Planning, Office Administration, Sales, Security Clearance, Cpr Certified, Employee Relations, Social Media, Microsoft Office, Microsoft Word, Leadership, Team Building, Microsoft Excel, Inventory Management, Security, Weapons, Troubleshooting, Public Speaking, Training, Management, Social Networking, Customer Service, Data Entry, Time Management, Government, Military Experience, Customer Satisfaction
Education
Hallmark Institute of Photography 1999 — 2000
Photography, Photography
St. Dominic High School 1986 — 1990
High School Diploma, General
Johnny Melasecca, CFP®'s Vanguard Experience September 1998 - June 2005
Job Vice President, Financial Consultant
Industry Financial Services
Experience
Fidelity Investments June 2005 - Present
Vanguard September 1998 - June 2005
MetLife Financial Services January 1996 - September 1998
Education
Goldey-Beacom College
Fidelity Investments June 2005 - Present
Vanguard September 1998 - June 2005
MetLife Financial Services January 1996 - September 1998
Education
Goldey-Beacom College
Ryan Richter, MBA's Vanguard Experience December 2013 - Present
Job Retail Services Onboarding Supervisor at Vanguard
Industry Financial Services
Experience
Vanguard December 2013 - Present
Vanguard March 2011 - Present
Fisher Realty January 2010 - January 2013
Desert Hills Bank February 2006 - November 2007
Thomas Reprographics March 2005 - January 2006
Reprographic Systems, Inc. June 2000 - March 2005
Education
Grand Canyon University 1998 — 2000
M.B.A., Business Management
Northern Arizona University 1993 — 1997
B.S., Business Management
Vanguard December 2013 - Present
Vanguard March 2011 - Present
Fisher Realty January 2010 - January 2013
Desert Hills Bank February 2006 - November 2007
Thomas Reprographics March 2005 - January 2006
Reprographic Systems, Inc. June 2000 - March 2005
Education
Grand Canyon University 1998 — 2000
M.B.A., Business Management
Northern Arizona University 1993 — 1997
B.S., Business Management
Jason Wickersham's Vanguard Experience October 2013 - October 2014
Job Workplace Planning & Guidance Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2014 - Present
Vanguard October 2013 - October 2014
SportsMark Management Group 2005 - September 2012
Skills
Transportation, Event Planning, Event Management, Hospitality, Sponsorship, Corporate Events, Sports Management, Fundraising
Education
Grand Canyon University 2011 — 2013
Master of Business Administration (M.B.A.), Finance, General
Fidelity Investments October 2014 - Present
Vanguard October 2013 - October 2014
SportsMark Management Group 2005 - September 2012
Skills
Transportation, Event Planning, Event Management, Hospitality, Sponsorship, Corporate Events, Sports Management, Fundraising
Education
Grand Canyon University 2011 — 2013
Master of Business Administration (M.B.A.), Finance, General
Susan Tuk's Vanguard Experience June 1998 - Present
Job Information Security Analyst
Industry Financial Services
Experience
Vanguard June 1998 - Present
Skills
Project Management, System Administration, Asset Managment, Requirements Analysis, Microsoft Office, Leadership, Customer Service, Training, IT Management, Vendor Management, Lotus Notes, Budgets, Asset Management, Human Resources, Information Technology, Disaster Recovery, Business Analysis, Shell Scripting, SDLC
Education
LaSalle University
Master of Business Administration, Management Information Systems
Gettysburg College
Bachelor of Arts, Management
The George Washington University
Master's Certificate, Project Management
Vanguard June 1998 - Present
Skills
Project Management, System Administration, Asset Managment, Requirements Analysis, Microsoft Office, Leadership, Customer Service, Training, IT Management, Vendor Management, Lotus Notes, Budgets, Asset Management, Human Resources, Information Technology, Disaster Recovery, Business Analysis, Shell Scripting, SDLC
Education
LaSalle University
Master of Business Administration, Management Information Systems
Gettysburg College
Bachelor of Arts, Management
The George Washington University
Master's Certificate, Project Management
David Reiner's Vanguard Experience January 2015 - Present
Job Senior Manager at Vanguard
Industry Financial Services
Experience
Vanguard January 2015 - Present
Vanguard October 2012 - January 2015
Vanguard July 2011 - October 2012
Hobart and William Smith Colleges July 2007 - July 2011
Hobart and William Smith Colleges July 2006 - July 2008
Colgate University July 2005 - June 2006
Skills
Leadership, Business Strategy, Business Analysis, Finance, Financial Analysis, Financial Modeling, Data Analysis, Public Speaking, Process Improvement, Leadership Development, Management, Team Leadership, Investments, Time Management, Training, Policy
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2009 — 2011
MBA
Hamilton College 2001 — 2005
BA
Vanguard January 2015 - Present
Vanguard October 2012 - January 2015
Vanguard July 2011 - October 2012
Hobart and William Smith Colleges July 2007 - July 2011
Hobart and William Smith Colleges July 2006 - July 2008
Colgate University July 2005 - June 2006
Skills
Leadership, Business Strategy, Business Analysis, Finance, Financial Analysis, Financial Modeling, Data Analysis, Public Speaking, Process Improvement, Leadership Development, Management, Team Leadership, Investments, Time Management, Training, Policy
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2009 — 2011
MBA
Hamilton College 2001 — 2005
BA
Samuel Chester's Vanguard Experience September 2010 - October 2013
Job Internal Sales Consultant at AIG
Industry Insurance
Experience
AIG July 2014 - Present
USAA November 2013 - April 2014
Vanguard September 2010 - October 2013
Camp Takajo June 2009 - August 2009
Special Olympics Arizona, Inc. December 2006 - January 2007
Quality Equipment & Spray April 2005 - August 2006
Skills
Leadership, Non-profits, Event Planning, Marketing, Customer Service, Teaching, PowerPoint, Public Speaking, Microsoft Office, Microsoft Excel, Training, Management, Recruiting, Team Building, Social Media, Team Leadership, Time Management, Nonprofits
Education
Grand Canyon University 2011 — 2013
Master of Business Administration (M.B.A.)
Graceland University 2006 — 2009
Bachelors of Arts, Business Administration and Economics
AIG July 2014 - Present
USAA November 2013 - April 2014
Vanguard September 2010 - October 2013
Camp Takajo June 2009 - August 2009
Special Olympics Arizona, Inc. December 2006 - January 2007
Quality Equipment & Spray April 2005 - August 2006
Skills
Leadership, Non-profits, Event Planning, Marketing, Customer Service, Teaching, PowerPoint, Public Speaking, Microsoft Office, Microsoft Excel, Training, Management, Recruiting, Team Building, Social Media, Team Leadership, Time Management, Nonprofits
Education
Grand Canyon University 2011 — 2013
Master of Business Administration (M.B.A.)
Graceland University 2006 — 2009
Bachelors of Arts, Business Administration and Economics
Marybeth Matecki's Vanguard Experience January 1991 - May 2008
Job Board Member Downingtown Area Senior Center
Industry Financial Services
Experience
Downingtown Area Senior Center May 2008 - June 2014
Vanguard January 1991 - May 2008
Vanguard 2005 - 2008
Vanguard 1986 - 1991
Skills
401k, Series 7, Financial Services, Series 63, FINRA, Mutual Funds, Series 24, Asset Management, Securities, Investments, Process Improvement, Leadership, Risk Management, Retirement, Project Management, Management, Relationship Management, Strategic Planning, Retirement Planning, Program Management, Financial Planning
Education
Gwynedd Mercy University 1979 — 1983
BS, ACCOUNTING
Downingtown Area Senior Center May 2008 - June 2014
Vanguard January 1991 - May 2008
Vanguard 2005 - 2008
Vanguard 1986 - 1991
Skills
401k, Series 7, Financial Services, Series 63, FINRA, Mutual Funds, Series 24, Asset Management, Securities, Investments, Process Improvement, Leadership, Risk Management, Retirement, Project Management, Management, Relationship Management, Strategic Planning, Retirement Planning, Program Management, Financial Planning
Education
Gwynedd Mercy University 1979 — 1983
BS, ACCOUNTING
Annalisa Valerio's Vanguard Experience April 2013 - Present
Job Literature Coordinator at Vanguard
Industry Financial Services
Experience
Vanguard April 2013 - Present
Vanguard April 2011 - April 2013
Skills
Organization, Marketing, Logistic Support, Fullfillment, Financial Literature, Corporate Events, Volunteering, PowerPoint, Travel Planning, Project Management, Leadership, Event Planning, Microsoft Office, Customer Service, Time Management, Strategic Planning
Education
Gwynedd Mercy University 2014 — 2015
Master of Business Administration (MBA)
Montclair State University 2006 — 2010
Bachelor of Science (BS), Marketing and Leisure and Tourism
American University of Rome 2008 — 2008
Bachelor of Science (B.S.) Business Administration, Marketing & Leisure and Tourism concentrations
Kennedy Kendrick Catholic High School 2002 — 2006
Vanguard April 2013 - Present
Vanguard April 2011 - April 2013
Skills
Organization, Marketing, Logistic Support, Fullfillment, Financial Literature, Corporate Events, Volunteering, PowerPoint, Travel Planning, Project Management, Leadership, Event Planning, Microsoft Office, Customer Service, Time Management, Strategic Planning
Education
Gwynedd Mercy University 2014 — 2015
Master of Business Administration (MBA)
Montclair State University 2006 — 2010
Bachelor of Science (BS), Marketing and Leisure and Tourism
American University of Rome 2008 — 2008
Bachelor of Science (B.S.) Business Administration, Marketing & Leisure and Tourism concentrations
Kennedy Kendrick Catholic High School 2002 — 2006
Binghui Zhang's Vanguard Experience November 2011 - Present
Job CPA
Industry Financial Services
Experience
Vanguard November 2011 - Present
BNY Mellon September 2005 - November 2011
Education
University of Delaware 2003 — 2005
Master, Accounting
Guangdong University of Foreign Studies 1986 — 1990
BA, International Business
Vanguard November 2011 - Present
BNY Mellon September 2005 - November 2011
Education
University of Delaware 2003 — 2005
Master, Accounting
Guangdong University of Foreign Studies 1986 — 1990
BA, International Business
Lynn Grass's Vanguard Experience October 2011 - Present
Job Brokerage Services Representative at Vanguard
Industry Financial Services
Experience
Vanguard October 2011 - Present
Nationwide Retirement Plans May 2006 - July 2011
Northwestern Mutual May 2003 - April 2006
U..S.Bancorp Piper Jaffrey 2000 - 2002
Midwest Professional Planners 1997 - 2000
Everen Securities 1992 - 1997
Skills
Long Term Care, Series 63, Retirement Planning, IRA's, Retirement, Insurance Planning, Series 7, Mutual Funds, SEP, 401k Rollovers, 401k, FINRA, Series 65, Estate Planning, Financial Planning, Investments, Investment Products, Wealth, Needs Analysis, Wealth Management, Asset Allocation, Insurance, Investment Strategies, Securities, Financial Advisory, Investment Advisory, ETFs, Health Insurance, Pensions, Stocks, Finance, IRAs
Education
Dominican High School 1971 — 1975
high school diploma
Grand Canyon University
Bachelor of Science (BS), Finance and Economics
Vanguard October 2011 - Present
Nationwide Retirement Plans May 2006 - July 2011
Northwestern Mutual May 2003 - April 2006
U..S.Bancorp Piper Jaffrey 2000 - 2002
Midwest Professional Planners 1997 - 2000
Everen Securities 1992 - 1997
Skills
Long Term Care, Series 63, Retirement Planning, IRA's, Retirement, Insurance Planning, Series 7, Mutual Funds, SEP, 401k Rollovers, 401k, FINRA, Series 65, Estate Planning, Financial Planning, Investments, Investment Products, Wealth, Needs Analysis, Wealth Management, Asset Allocation, Insurance, Investment Strategies, Securities, Financial Advisory, Investment Advisory, ETFs, Health Insurance, Pensions, Stocks, Finance, IRAs
Education
Dominican High School 1971 — 1975
high school diploma
Grand Canyon University
Bachelor of Science (BS), Finance and Economics
Julian Strothers's Vanguard Experience July 2013 - Present
Job Info Systems Engineer at Vanguard
Industry Information Technology and Services
Experience
Vanguard July 2013 - Present
Skills
Java, Sun Certified Java..., PHP, HTML, C++, JavaScript, XML, Objective-C, SQLite, Eclipse, CSS, NetBeans, C#, Object Oriented Design, iPhone development, Xcode, Interface Builder, Android Development, DirectX, Visual Studio, XNA, Unity3D, iMovie, Tortoise SVN, Microsoft Office, Rational Software..., Rational Team Concert, iOS development, Programming, Testing, Game Development
Education
Hampton University 2007 — 2011
Bachelor of Science, Computer Science
Vanguard July 2013 - Present
Skills
Java, Sun Certified Java..., PHP, HTML, C++, JavaScript, XML, Objective-C, SQLite, Eclipse, CSS, NetBeans, C#, Object Oriented Design, iPhone development, Xcode, Interface Builder, Android Development, DirectX, Visual Studio, XNA, Unity3D, iMovie, Tortoise SVN, Microsoft Office, Rational Software..., Rational Team Concert, iOS development, Programming, Testing, Game Development
Education
Hampton University 2007 — 2011
Bachelor of Science, Computer Science
Tim Acosta's Vanguard Experience October 2009 - July 2010
Job Support at Bank of America
Industry Banking
Experience
Bank of America October 2011 - Present
Vanguard October 2009 - July 2010
Genworth Financial Trust Company September 2007 - October 2009
Charles Schwab January 2004 - May 2007
Education
Glendale Community College
Electronics
Bank of America October 2011 - Present
Vanguard October 2009 - July 2010
Genworth Financial Trust Company September 2007 - October 2009
Charles Schwab January 2004 - May 2007
Education
Glendale Community College
Electronics
Tim DiPette's Vanguard Experience February 1990 - Present
Job Developer at Vanguard
Industry Financial Services
Experience
Vanguard February 1990 - Present
Skills
XML, SQL, Agile Methodologies, Spring
Education
Gwynedd-Mercy College
BS, Computer Science / Business
Vanguard February 1990 - Present
Skills
XML, SQL, Agile Methodologies, Spring
Education
Gwynedd-Mercy College
BS, Computer Science / Business
Joan Winitsky's Vanguard Experience January 1996 - December 2004
Job
Industry Information Technology and Services
Experience
Meritoria, LLC January 2005 - Present
Vanguard January 1996 - December 2004
Education
Gwynedd-Mercy College
Bachelor of Science (BS), Computer and Information Sciences and Support Services, 3.9
Meritoria, LLC January 2005 - Present
Vanguard January 1996 - December 2004
Education
Gwynedd-Mercy College
Bachelor of Science (BS), Computer and Information Sciences and Support Services, 3.9
Denise Benyish's Vanguard Experience June 1995 - July 2001
Job Individual & Family Services Professional
Industry Individual & Family Services
Experience
Self-employed 2009 - Present
Vanguard June 1995 - July 2001
Education
Gwynedd-Mercy College 1982 — 1986
Bachelor's degree, Computer and Information Sciences and Support Services
NORRISTOWN AREA HS 1979 — 1982
Self-employed 2009 - Present
Vanguard June 1995 - July 2001
Education
Gwynedd-Mercy College 1982 — 1986
Bachelor's degree, Computer and Information Sciences and Support Services
NORRISTOWN AREA HS 1979 — 1982
John Stanko's Vanguard Experience March 2015 - Present
Job Participant Services Administrator at Vanguard
Industry Financial Services
Experience
Vanguard March 2015 - Present
Vanguard June 2012 - March 2015
Skills
Finance, Leadership, Investments, Retirement, Financial Analysis, Retirement Planning
Education
Grand Canyon University 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General
Vanguard March 2015 - Present
Vanguard June 2012 - March 2015
Skills
Finance, Leadership, Investments, Retirement, Financial Analysis, Retirement Planning
Education
Grand Canyon University 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General
Clayton Burke's Vanguard Experience August 2015 - Present
Job Relationship Consultant at Vanguard
Industry Financial Services
Experience
Vanguard August 2015 - Present
Vanguard June 2006 - August 2015
Skills
Investments, Business Development, Financial Services, High Net Worth..., Mutual Funds, Series 7, Series 65, Series 6, Series 63, ETFs, Relationship Management, Asset Allocation, Retirement, 401k, Retirement Planning, Portfolio Management, Investment Strategies, Investment Advisory
Education
Grand Canyon University 2008 — 2009
Master of Business Administration (MBA), Finance
Northern Arizona University 2003 — 2006
Bachelor of Science (BS), Business Administration and Management, General
Vanguard August 2015 - Present
Vanguard June 2006 - August 2015
Skills
Investments, Business Development, Financial Services, High Net Worth..., Mutual Funds, Series 7, Series 65, Series 6, Series 63, ETFs, Relationship Management, Asset Allocation, Retirement, 401k, Retirement Planning, Portfolio Management, Investment Strategies, Investment Advisory
Education
Grand Canyon University 2008 — 2009
Master of Business Administration (MBA), Finance
Northern Arizona University 2003 — 2006
Bachelor of Science (BS), Business Administration and Management, General
Justin Gower's Vanguard Experience December 1999 - Present
Job Investment Consultant at The Vanguard Group
Industry Financial Services
Experience
Vanguard December 1999 - Present
Vanguard December 1999 - Present
Vanguard December 1999 - Present
Skills
Client Relations Skills, Problem Solving, Manage Client..., Sales, Time Management, Multi Tasking, Investments, Training, Project Planning, Series 6, Series 63, Data Entry, De-escalation, Sales Process, Series 7
Education
Gwynedd Mercy University 2001 — 2003
Associate's degree, Business Administration and Management, General
Gwynedd Mercy University 2000 — 2002
Associates, Business Management
Gwynedd-Mercy College 2000 — 2002
Associates, Business Management
Vanguard December 1999 - Present
Vanguard December 1999 - Present
Vanguard December 1999 - Present
Skills
Client Relations Skills, Problem Solving, Manage Client..., Sales, Time Management, Multi Tasking, Investments, Training, Project Planning, Series 6, Series 63, Data Entry, De-escalation, Sales Process, Series 7
Education
Gwynedd Mercy University 2001 — 2003
Associate's degree, Business Administration and Management, General
Gwynedd Mercy University 2000 — 2002
Associates, Business Management
Gwynedd-Mercy College 2000 — 2002
Associates, Business Management
Suzanne Bowman's Vanguard Experience December 1990 - Present
Job Financial Associate at Vanguard
Industry Financial Services
Experience
Vanguard December 1990 - Present
G W Hunter January 1988 - October 1989
Skills
Accounting, Abandoned Property..., Mathematics, Analysis, Strategic Financial...
Education
Gwynedd-Mercy College 1985 — 1989
Accounting
Vanguard December 1990 - Present
G W Hunter January 1988 - October 1989
Skills
Accounting, Abandoned Property..., Mathematics, Analysis, Strategic Financial...
Education
Gwynedd-Mercy College 1985 — 1989
Accounting
Nader Elkhatib's Vanguard Experience October 2012 - April 2013
Job Trade Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2013 - Present
Vanguard October 2012 - April 2013
Blackmore Partners January 2012 - May 2012
AT&T February 2007 - January 2011
Skills
Finance, Financial Analysis, Microsoft Office, Analysis, Microsoft Excel, Customer Service, Leadership, Trading Operations, Recon, Cost Basis
Education
Governors State University 2009 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
University of Illinois at Chicago 2005 — 2009
Bachelor of Science (B.S.), Electrical Engineering
J.P. Morgan May 2013 - Present
Vanguard October 2012 - April 2013
Blackmore Partners January 2012 - May 2012
AT&T February 2007 - January 2011
Skills
Finance, Financial Analysis, Microsoft Office, Analysis, Microsoft Excel, Customer Service, Leadership, Trading Operations, Recon, Cost Basis
Education
Governors State University 2009 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
University of Illinois at Chicago 2005 — 2009
Bachelor of Science (B.S.), Electrical Engineering
Sokun Ros's Vanguard Experience February 2014 - Present
Job Processing Associate at Vanguard
Industry Retail
Experience
Vanguard February 2014 - Present
Aurum Gold Buyer December 2012 - April 2013
Poker Union December 2009 - February 2013
Omniac Education May 2008 - December 2008
Rio All Suites Hotel & Casino May 2008 - July 2008
Rio All Suites Hotel and Casino May 2007 - July 2007
Yavapai-Prescott Indian Tribe October 2006 - March 2007
LifeSkills Learning Center July 2003 - June 2006
First Investors February 2001 - August 2002
The University of Arizona June 1999 - August 1999
Skills
Series 63, Fixed Annuities, Mutual Funds, Life Insurance, Editing, Series 6, Selling, Strategic Financial..., Retirement Planning, Asset Allocation, Investments, Insurance, Securities, Retirement, Finance, Microsoft Excel, Financial Services, Wealth Management
Education
Grand Canyon University 2014 — 2016
Master's Degree, Business Administration and Management, General
University of Arizona 1996 — 2000
Bachelor of Arts (B.A.), Linguistics
Vanguard February 2014 - Present
Aurum Gold Buyer December 2012 - April 2013
Poker Union December 2009 - February 2013
Omniac Education May 2008 - December 2008
Rio All Suites Hotel & Casino May 2008 - July 2008
Rio All Suites Hotel and Casino May 2007 - July 2007
Yavapai-Prescott Indian Tribe October 2006 - March 2007
LifeSkills Learning Center July 2003 - June 2006
First Investors February 2001 - August 2002
The University of Arizona June 1999 - August 1999
Skills
Series 63, Fixed Annuities, Mutual Funds, Life Insurance, Editing, Series 6, Selling, Strategic Financial..., Retirement Planning, Asset Allocation, Investments, Insurance, Securities, Retirement, Finance, Microsoft Excel, Financial Services, Wealth Management
Education
Grand Canyon University 2014 — 2016
Master's Degree, Business Administration and Management, General
University of Arizona 1996 — 2000
Bachelor of Arts (B.A.), Linguistics
Justin Wesolowski's Vanguard Experience November 2012 - April 2013
Job Water Restoration/Applied Structural Drying Tech at Arizona Choice Restoration
Industry Construction
Experience
Arizona Choice Restoration April 2013 - Present
Choice Realty LLC May 2008 - Present
Vanguard November 2012 - April 2013
GRAND CANYON UNIVERSITY CALL CENTER April 2010 - September 2010
Northern Colorado University Basketball camps May 2009 - August 2009
Sams Club April 2007 - September 2007
Skills
Microsoft Office, Microsoft Excel, QuickBooks, Xactimate
Education
Winners Circle Training 2013 — 2013
WRT/ASD certifications, PASSED
Arizona School of Real Estate and Business 2012 — 2012
Real Estate License, Passed
Grand Canyon University 2009 — 2012
Bachelors degree, Business Administration; accounting
Mountain View High School 2003 — 2007
High School Diploma
Arizona Choice Restoration April 2013 - Present
Choice Realty LLC May 2008 - Present
Vanguard November 2012 - April 2013
GRAND CANYON UNIVERSITY CALL CENTER April 2010 - September 2010
Northern Colorado University Basketball camps May 2009 - August 2009
Sams Club April 2007 - September 2007
Skills
Microsoft Office, Microsoft Excel, QuickBooks, Xactimate
Education
Winners Circle Training 2013 — 2013
WRT/ASD certifications, PASSED
Arizona School of Real Estate and Business 2012 — 2012
Real Estate License, Passed
Grand Canyon University 2009 — 2012
Bachelors degree, Business Administration; accounting
Mountain View High School 2003 — 2007
High School Diploma
Maurice L. Waller, Esq.'s Vanguard Experience January 1987 - July 1989
Job Attorney
Industry Law Practice
Experience
Maurice L. Waller, Esq. Attorney A Law October 1995 - Present
, Law Office of Maurice L. Waller October 1995 - Present
Pepper Hamilton LLP April 2004 - June 2013
Support Center for Child Advocates May 2007 - 2013
Eckert Seamans Cherin & Mellott, LLC November 2002 - August 2003
Swartz Campbell July 2001 - November 2001
Kelly, McLaughlin, & Foster January 2000 - April 2001
Arnold & Porter March 1998 - January 2000
Hon. Chief Justice Robert N.C. Nix Jr. Supreme Court of Pennsylvania August 1992 - September 1995
Vanguard January 1987 - July 1989
Skills
Legal Research, Nonprofits, Appeals, Public Speaking, Litigation, Contract Negotiation, Client Relations Skills, Mortgage Servicing, Child Advocacy, Entertainment Law, Legal Issues, Legal Writing, Document Review, Westlaw, Hearings, Mediation, Trials, Civil Litigation, Courts, Administrative Law, Lexis, Family Law, Depositions, Motions, Legal Assistance, Personal Injury, Litigation Support, Trademarks, Patent Litigation, Corporate Law
Education
University of Maryland School of Law 1989 — 1992
Doctor of Law (J.D.), Law
Hampton University 1982 — 1986
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Maurice L. Waller, Esq. Attorney A Law October 1995 - Present
, Law Office of Maurice L. Waller October 1995 - Present
Pepper Hamilton LLP April 2004 - June 2013
Support Center for Child Advocates May 2007 - 2013
Eckert Seamans Cherin & Mellott, LLC November 2002 - August 2003
Swartz Campbell July 2001 - November 2001
Kelly, McLaughlin, & Foster January 2000 - April 2001
Arnold & Porter March 1998 - January 2000
Hon. Chief Justice Robert N.C. Nix Jr. Supreme Court of Pennsylvania August 1992 - September 1995
Vanguard January 1987 - July 1989
Skills
Legal Research, Nonprofits, Appeals, Public Speaking, Litigation, Contract Negotiation, Client Relations Skills, Mortgage Servicing, Child Advocacy, Entertainment Law, Legal Issues, Legal Writing, Document Review, Westlaw, Hearings, Mediation, Trials, Civil Litigation, Courts, Administrative Law, Lexis, Family Law, Depositions, Motions, Legal Assistance, Personal Injury, Litigation Support, Trademarks, Patent Litigation, Corporate Law
Education
University of Maryland School of Law 1989 — 1992
Doctor of Law (J.D.), Law
Hampton University 1982 — 1986
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Tracie Wallace's Vanguard Experience February 2000 - Present
Job Senior Administrative Assistant at Vanguard
Industry Financial Services
Experience
Vanguard February 2000 - Present
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word
Education
Goldey-Beacom College 1988 — 1991
Business Administration
Vanguard February 2000 - Present
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word
Education
Goldey-Beacom College 1988 — 1991
Business Administration
Stephen Speers's Vanguard Experience April 2008 - Present
Job Trust Investment Manager at Vanguard
Industry Investment Management
Experience
Vanguard April 2008 - Present
Skills
Trust Management, Relationship Management
Education
Gettysburg College 1990 — 1994
Bachelors in Management, Business Administration and Management, General
Vanguard April 2008 - Present
Skills
Trust Management, Relationship Management
Education
Gettysburg College 1990 — 1994
Bachelors in Management, Business Administration and Management, General
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments