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
Steve Penate Steve Penate's Vanguard Experience July 2007 - December 2009
Job Realtor at My Home Group
Industry Online Media
Experience
My Home Group August 2014 - Present
REVtv Network February 2012 - Present
Southwest Key Program March 2011 - February 2013
Vanguard July 2007 - December 2009
Skills
Social Media Marketing, Mobile TV, Leadership, Marketing Communications, Business Strategy, Public Speaking, Motivational Speaking, Religious Organizations, Online Advertising, Business Planning, Social Media, Television, Video, Spanish, Sales, Community Outreach, Customer Service, Management, Entrepreneurship, Microsoft Office
Education
Arizona State University 2001 — 2012
Bachelor's Interdisciplinary Studies, Communication/Sociology, Graduated
My Home Group August 2014 - Present
REVtv Network February 2012 - Present
Southwest Key Program March 2011 - February 2013
Vanguard July 2007 - December 2009
Skills
Social Media Marketing, Mobile TV, Leadership, Marketing Communications, Business Strategy, Public Speaking, Motivational Speaking, Religious Organizations, Online Advertising, Business Planning, Social Media, Television, Video, Spanish, Sales, Community Outreach, Customer Service, Management, Entrepreneurship, Microsoft Office
Education
Arizona State University 2001 — 2012
Bachelor's Interdisciplinary Studies, Communication/Sociology, Graduated
Charlene Julien's Vanguard Experience January 2000 - June 2007
Job IT Project Manager at Silicon Valley Bank
Industry E-Learning
Experience
Silicon Valley Bank November 2014 - Present
NYSE Governance Services March 2013 - October 2014
NYSE Governance Services August 2012 - March 2013
Education Management Company March 2011 - August 2012
Salt River Project December 2010 - March 2011
TSYS February 2008 - December 2010
Scottsdale Insurance Company June 2007 - February 2008
Vanguard January 2000 - June 2007
Nationwide Financial August 1998 - January 2000
MetLife June 1996 - August 1998
Skills
Requirements Analysis, Software Project..., User Interface Design, Usability Testing, Business Strategy, Business Process..., Business Process Mapping, user acceptance testing, Requirements Management, Strategic Planning, SDLC, Scrum, Software Documentation, Functional..., Functional Design, Functional Analysis, Training, Team Facilitation, Team Leadership, Cross-functional Team..., Six Sigma, Educational Technology, E-Learning, RFP Generation, Software Requirements, Functional Requirements, Non-Functional..., Business Analysis, Visio, Requirements Gathering, User Acceptance Testing, PMO, Process Improvement, Quality Assurance, CRM, Project Management, Systems Analysis, Change Management, Analysis
Education
Argosy University Phoenix 2011 — 2013
Master of Business Administration (MBA), Master of Business Administration
Aurora University 1984 — 1995
BA, Psychology
Silicon Valley Bank November 2014 - Present
NYSE Governance Services March 2013 - October 2014
NYSE Governance Services August 2012 - March 2013
Education Management Company March 2011 - August 2012
Salt River Project December 2010 - March 2011
TSYS February 2008 - December 2010
Scottsdale Insurance Company June 2007 - February 2008
Vanguard January 2000 - June 2007
Nationwide Financial August 1998 - January 2000
MetLife June 1996 - August 1998
Skills
Requirements Analysis, Software Project..., User Interface Design, Usability Testing, Business Strategy, Business Process..., Business Process Mapping, user acceptance testing, Requirements Management, Strategic Planning, SDLC, Scrum, Software Documentation, Functional..., Functional Design, Functional Analysis, Training, Team Facilitation, Team Leadership, Cross-functional Team..., Six Sigma, Educational Technology, E-Learning, RFP Generation, Software Requirements, Functional Requirements, Non-Functional..., Business Analysis, Visio, Requirements Gathering, User Acceptance Testing, PMO, Process Improvement, Quality Assurance, CRM, Project Management, Systems Analysis, Change Management, Analysis
Education
Argosy University Phoenix 2011 — 2013
Master of Business Administration (MBA), Master of Business Administration
Aurora University 1984 — 1995
BA, Psychology
Julian Einfrank, CFP®'s Vanguard Experience October 2012 - January 2014
Job Financial Specialist at PNC
Industry Financial Services
Experience
PNC April 2014 - Present
Vanguard October 2012 - January 2014
Vanguard August 2011 - October 2012
Vanguard September 2010 - August 2011
Gukeisen Law Group P.C. December 2008 - August 2010
Skills
Leadership, Editing, Microsoft Office, Writing, Training
Education
Arizona State University
Bachelor's Degree, Sustainability; Policy and Governance
Kaplan University 2012 — 2013
CFP® Required Education, Financial Planning and Services
PNC April 2014 - Present
Vanguard October 2012 - January 2014
Vanguard August 2011 - October 2012
Vanguard September 2010 - August 2011
Gukeisen Law Group P.C. December 2008 - August 2010
Skills
Leadership, Editing, Microsoft Office, Writing, Training
Education
Arizona State University
Bachelor's Degree, Sustainability; Policy and Governance
Kaplan University 2012 — 2013
CFP® Required Education, Financial Planning and Services
Mark Marcus Mark Marcus's Vanguard Experience October 2015 - Present
Job Sales Analyst at Vanguard
Industry Financial Services
Experience
Vanguard October 2015 - Present
Vanguard July 2014 - Present
HomeSmart April 2012 - Present
Vanguard February 2012 - July 2014
Valley of the Sun United Way August 2013 - January 2014
Bank of America July 2011 - February 2012
JPMorgan Chase August 2009 - July 2011
Skills
Real Estate, Series 7, Series 63, Banking, Financial Services, Finance, Cross Selling, First Time Home Buyers, Listing Homes, Sales, Mortgage Lending, CRM
Education
Arizona State University 2008 — 2011
Bachelor of Science Degree, Finance; Business
Sandra Day O'Connor High School
Vanguard October 2015 - Present
Vanguard July 2014 - Present
HomeSmart April 2012 - Present
Vanguard February 2012 - July 2014
Valley of the Sun United Way August 2013 - January 2014
Bank of America July 2011 - February 2012
JPMorgan Chase August 2009 - July 2011
Skills
Real Estate, Series 7, Series 63, Banking, Financial Services, Finance, Cross Selling, First Time Home Buyers, Listing Homes, Sales, Mortgage Lending, CRM
Education
Arizona State University 2008 — 2011
Bachelor of Science Degree, Finance; Business
Sandra Day O'Connor High School
David-Anthony Johnson, MBA's Vanguard Experience May 2014 - July 2014
Job Financial Consultant/Analyst, Customer Service Professional
Industry Financial Services
Experience
Vanguard May 2014 - July 2014
JPMorgan Chase October 2012 - May 2014
University of Phoenix January 2010 - September 2012
Wells Fargo November 2005 - January 2010
Wells Fargo November 2005 - January 2010
Macy's May 2003 - November 2005
Skills
Sales Management, Banking, Customer Satisfaction, Finance, Time Management, Sales Operations, Financial Planning, Management, Sales, Strategic Planning, Customer Retention, Marketing, Customer Service, Accounts Receivable, Accounting, Credit and Underwriting, Business Development, Front Line Operations, Customer Service Focused, Project Management, Business Operations, Date Analysis, Financial Forecasting, Accurate Data Entry, High level of accuracy, Strong interpersonal..., Risk management analysis, Performance audits, Web-based reporting..., Account management, Operations analysis, Self-motivated, Customer-oriented, Process development, Quality assurance, Operations management, Process improvement, Flexible Team Player, Self-sufficient, Goal-oriented, Financial reporting, Operational reporting, Conflict resolution, Strong customer..., Risk investment analysis, Accurate forecasting, FINRA Series 63 License, Call Center Operations
Education
University of Phoenix 2010 — 2012
Master of Business Administration, Banking, Corporate, and Finance, 3.89
Arizona State University 2003 — 2008
Bachelor of Science, Major in Justice Studies and Minor in Sociology, 3.5
Vanguard May 2014 - July 2014
JPMorgan Chase October 2012 - May 2014
University of Phoenix January 2010 - September 2012
Wells Fargo November 2005 - January 2010
Wells Fargo November 2005 - January 2010
Macy's May 2003 - November 2005
Skills
Sales Management, Banking, Customer Satisfaction, Finance, Time Management, Sales Operations, Financial Planning, Management, Sales, Strategic Planning, Customer Retention, Marketing, Customer Service, Accounts Receivable, Accounting, Credit and Underwriting, Business Development, Front Line Operations, Customer Service Focused, Project Management, Business Operations, Date Analysis, Financial Forecasting, Accurate Data Entry, High level of accuracy, Strong interpersonal..., Risk management analysis, Performance audits, Web-based reporting..., Account management, Operations analysis, Self-motivated, Customer-oriented, Process development, Quality assurance, Operations management, Process improvement, Flexible Team Player, Self-sufficient, Goal-oriented, Financial reporting, Operational reporting, Conflict resolution, Strong customer..., Risk investment analysis, Accurate forecasting, FINRA Series 63 License, Call Center Operations
Education
University of Phoenix 2010 — 2012
Master of Business Administration, Banking, Corporate, and Finance, 3.89
Arizona State University 2003 — 2008
Bachelor of Science, Major in Justice Studies and Minor in Sociology, 3.5
Leslie Van Zee's Vanguard Experience September 2009 - December 2010
Job Marketing & Communications Manager at Mosaic Financial Partners
Industry Marketing and Advertising
Experience
Mosaic Financial Partners May 2013 - Present
Vantage Local May 2012 - May 2013
UControl Media February 2012 - May 2012
Kajan Padraig October 2011 - March 2012
Mercer Investment Consulting January 2011 - February 2012
Vanguard September 2009 - December 2010
The Vanguard Group July 2004 - June 2010
KBAQ Production Studio October 1999 - October 2007
Blacksmith and the Carpenter 2007 - 2007
Music Celebrations International June 2001 - June 2004
Skills
Financial Modeling, Entrepreneurship, Financial Planning, Strategic Financial..., Investments, Portfolio Management, Competitive Analysis, Financial Analysis, Market Research, Product Management, Business Strategy, Analytics, Product Marketing, Marketing Strategy, Market Analysis, Business Development, Sales, Customer Insight, Marketing Research, Cross-functional Team..., Business Model..., Marketing Communications, Content Marketing, Display Advertising, Strategy, Online Advertising, Marketing, Management, Digital Marketing, Leadership, Analysis, Social Media Marketing, Start-ups
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2012
MBA
Arizona State University 1998 — 2001
Masters
University of Arizona 1993 — 1998
Bachelors
Cortez High School 1989 — 1993
Mosaic Financial Partners May 2013 - Present
Vantage Local May 2012 - May 2013
UControl Media February 2012 - May 2012
Kajan Padraig October 2011 - March 2012
Mercer Investment Consulting January 2011 - February 2012
Vanguard September 2009 - December 2010
The Vanguard Group July 2004 - June 2010
KBAQ Production Studio October 1999 - October 2007
Blacksmith and the Carpenter 2007 - 2007
Music Celebrations International June 2001 - June 2004
Skills
Financial Modeling, Entrepreneurship, Financial Planning, Strategic Financial..., Investments, Portfolio Management, Competitive Analysis, Financial Analysis, Market Research, Product Management, Business Strategy, Analytics, Product Marketing, Marketing Strategy, Market Analysis, Business Development, Sales, Customer Insight, Marketing Research, Cross-functional Team..., Business Model..., Marketing Communications, Content Marketing, Display Advertising, Strategy, Online Advertising, Marketing, Management, Digital Marketing, Leadership, Analysis, Social Media Marketing, Start-ups
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2012
MBA
Arizona State University 1998 — 2001
Masters
University of Arizona 1993 — 1998
Bachelors
Cortez High School 1989 — 1993
Christine Lanning's Vanguard Experience August 2010 - Present
Job at Vanguard
Industry Financial Services
Experience
Vanguard August 2010 - Present
Insurance Recruiting Specialists June 2006 - May 2010
Sefar Filtration, Inc. 2000 - 2006
Skills
Investments, Retirement Planning, 401k, Mutual Funds, 401k Rollovers, Stocks, Bonds, Money Market, Series 63, Series 6, IRAs, Asset Allocation, Customer Service, Financial Services, Microsoft Office, Risk Management, Investment Strategies, Disability Insurance, ETFs, Employee Benefits, Insurance, Series 7, Retirement
Education
Erie Community College 2003 — 2005
A.A., Business Administration
Arizona State University 1999 — 2000
General Studies
Vanguard August 2010 - Present
Insurance Recruiting Specialists June 2006 - May 2010
Sefar Filtration, Inc. 2000 - 2006
Skills
Investments, Retirement Planning, 401k, Mutual Funds, 401k Rollovers, Stocks, Bonds, Money Market, Series 63, Series 6, IRAs, Asset Allocation, Customer Service, Financial Services, Microsoft Office, Risk Management, Investment Strategies, Disability Insurance, ETFs, Employee Benefits, Insurance, Series 7, Retirement
Education
Erie Community College 2003 — 2005
A.A., Business Administration
Arizona State University 1999 — 2000
General Studies
Kevin Takinen's Vanguard Experience August 2013 - Present
Job Relationship Analyst at Vanguard
Industry Financial Services
Experience
Vanguard August 2013 - Present
Valley of the Sun United Way October 2011 - June 2014
Vanguard February 2011 - August 2013
Vanguard August 2007 - February 2011
Choice Hotels International August 2006 - August 2007
Holiday Inn Express October 2002 - August 2005
Skills
Customer Service, Training, Budgets, Microsoft Office, Management, Project Management, Windows, Process Engineering, Microsoft Excel, Team Building, Food & Beverage, Leadership, Change Management, Process Improvement, Event Planning, Strategic Planning, Community Outreach, Fundraising, Business Process..., Program Management, Business Analysis, Coaching, Team Leadership, Analysis, Quality Assurance, Relationship Management, Mutual Funds, Financial Analysis, Time Management, Problem Solving, Series 63, PowerPoint, Microsoft Word, Event Management, Investments, Risk Management, 401k, Portfolio Management, Asset Management, Data Analysis, Financial Services, Research, Financial Planning
Education
Arizona State University 2007 — 2009
Master of Science Degree, Applied Leadership and Management
Northern Arizona University 2002 — 2006
Bachelor of Science Degree, International Hospitality Management
Northern Arizona University 2002 — 2006
Bachelor of Science Degree, Hotel and Restaurant Management
Johnson & Wales University 2001 — 2002
Associate of Science Degree, Culinary Arts
Vanguard August 2013 - Present
Valley of the Sun United Way October 2011 - June 2014
Vanguard February 2011 - August 2013
Vanguard August 2007 - February 2011
Choice Hotels International August 2006 - August 2007
Holiday Inn Express October 2002 - August 2005
Skills
Customer Service, Training, Budgets, Microsoft Office, Management, Project Management, Windows, Process Engineering, Microsoft Excel, Team Building, Food & Beverage, Leadership, Change Management, Process Improvement, Event Planning, Strategic Planning, Community Outreach, Fundraising, Business Process..., Program Management, Business Analysis, Coaching, Team Leadership, Analysis, Quality Assurance, Relationship Management, Mutual Funds, Financial Analysis, Time Management, Problem Solving, Series 63, PowerPoint, Microsoft Word, Event Management, Investments, Risk Management, 401k, Portfolio Management, Asset Management, Data Analysis, Financial Services, Research, Financial Planning
Education
Arizona State University 2007 — 2009
Master of Science Degree, Applied Leadership and Management
Northern Arizona University 2002 — 2006
Bachelor of Science Degree, International Hospitality Management
Northern Arizona University 2002 — 2006
Bachelor of Science Degree, Hotel and Restaurant Management
Johnson & Wales University 2001 — 2002
Associate of Science Degree, Culinary Arts
Daniel Mark Daniel Mark's Vanguard Experience May 2015 - Present
Job Financial Advisor (Retirement Plan Specialist) at Vanguard
Industry Financial Services
Experience
Vanguard May 2015 - Present
Vanguard February 2015 - May 2015
Vanguard July 2014 - February 2015
Vanguard May 2013 - August 2013
Arizona State University January 2010 - September 2011
Skills
Research, Program Management, Community Outreach, Strategy, Management, Microsoft Word, Analysis, Public Speaking, Microsoft Office, Customer Service
Education
Arizona State University, W. P. Carey School of Business 2013 — 2014
Master of Science (MS), Business Administration and Management, General
Arizona State University 2008 — 2012
BA, Russian Language
Vanguard May 2015 - Present
Vanguard February 2015 - May 2015
Vanguard July 2014 - February 2015
Vanguard May 2013 - August 2013
Arizona State University January 2010 - September 2011
Skills
Research, Program Management, Community Outreach, Strategy, Management, Microsoft Word, Analysis, Public Speaking, Microsoft Office, Customer Service
Education
Arizona State University, W. P. Carey School of Business 2013 — 2014
Master of Science (MS), Business Administration and Management, General
Arizona State University 2008 — 2012
BA, Russian Language
Amanda Blome's Vanguard Experience July 2014 - Present
Job Executive Correspondent for Vanguard's Retail Operations
Industry Financial Services
Experience
Vanguard July 2014 - Present
Vanguard May 2013 - June 2014
Vanguard November 2013 - May 2014
Arizona State University August 2012 - May 2013
Polk County Attorney Office May 2012 - August 2012
Arizona State University August 2011 - May 2012
Skills
Career Development, Community Outreach, Creative Problem Solving, Customer Service, Group Dynamics, Hiring Employees, Hispanic Market, Interdisciplinary..., Leadership, Program Development, Personal Finance, Quality Assurance, Recruiting, Team Building, Teamwork, Women's Studies, Writing, CRM, Problem Solving
Education
Arizona State University 2009 — 2013
Bachelor of Arts (B.A.), Integrative Studies, Minor in Spanish, Concentration in Women and Gender Studies
Roosevelt
Vanguard July 2014 - Present
Vanguard May 2013 - June 2014
Vanguard November 2013 - May 2014
Arizona State University August 2012 - May 2013
Polk County Attorney Office May 2012 - August 2012
Arizona State University August 2011 - May 2012
Skills
Career Development, Community Outreach, Creative Problem Solving, Customer Service, Group Dynamics, Hiring Employees, Hispanic Market, Interdisciplinary..., Leadership, Program Development, Personal Finance, Quality Assurance, Recruiting, Team Building, Teamwork, Women's Studies, Writing, CRM, Problem Solving
Education
Arizona State University 2009 — 2013
Bachelor of Arts (B.A.), Integrative Studies, Minor in Spanish, Concentration in Women and Gender Studies
Roosevelt
Alex Routhier's Vanguard Experience January 2011 - August 2013
Job Master's student at Arizona State University
Industry Research
Experience
Vanguard January 2011 - August 2013
Vanguard November 2007 - January 2011
Vanguard May 2007 - November 2007
Skills
Matlab, C++, Pspice, Electrical Engineering, Verilog, VHDL, Public Speaking, Event Planning, Customer Service, Microsoft Office, Microsoft Excel, Leadership, CRM, PowerPoint
Education
Arizona State University 2013 — 2016
Master's Degree, Electrical Engineering, 3.13 GPA
University of Pittsburgh 2002 — 2006
Bachelor of Science (BS), Emergency Medicine
Vanguard January 2011 - August 2013
Vanguard November 2007 - January 2011
Vanguard May 2007 - November 2007
Skills
Matlab, C++, Pspice, Electrical Engineering, Verilog, VHDL, Public Speaking, Event Planning, Customer Service, Microsoft Office, Microsoft Excel, Leadership, CRM, PowerPoint
Education
Arizona State University 2013 — 2016
Master's Degree, Electrical Engineering, 3.13 GPA
University of Pittsburgh 2002 — 2006
Bachelor of Science (BS), Emergency Medicine
Mairead Comaskey Mairead Comaskey's Vanguard Experience October 2014 - Present
Job Vanguard Group
Industry Investment Banking
Experience
Vanguard October 2014 - Present
Vanguard July 2013 - October 2014
Vanguard May 2011 - June 2013
Vanguard September 2012 - December 2012
Vanguard December 2010 - May 2011
ACLU of Pennsylvania January 2010 - November 2010
Jesuit Refugee Service June 2009 - August 2010
Arcadia University January 2007 - May 2010
Horizons International: Kuyasa Kids January 2008 - June 2008
Education
Arcadia University 2006 — 2010
B.A., International Studies/ Political Science, French
Arcadia University
Vanguard October 2014 - Present
Vanguard July 2013 - October 2014
Vanguard May 2011 - June 2013
Vanguard September 2012 - December 2012
Vanguard December 2010 - May 2011
ACLU of Pennsylvania January 2010 - November 2010
Jesuit Refugee Service June 2009 - August 2010
Arcadia University January 2007 - May 2010
Horizons International: Kuyasa Kids January 2008 - June 2008
Education
Arcadia University 2006 — 2010
B.A., International Studies/ Political Science, French
Arcadia University
Jonathan Boettger Jonathan Boettger's Vanguard Experience December 2003 - October 2012
Job CEO Seeking Adrenaline
Industry Sports
Experience
Merrill Edge July 2013 - Present
Seeking Adrenaline January 2010 - June 2013
East Coast Action Sports Association May 2012 - November 2012
Vanguard December 2003 - October 2012
PAJUA 2002 - 2005
Travelers 2000 - 2002
Skills
Event Management, Account Management, Sports Management, Sports Marketing, Action Sports, Adrenaline, Social Networking, Customer Focus, Customer Acquisition, Sponsorship Generation, Thinking Big, Sports, Sponsorship, Marketing, Marketing Strategy, Social Media Marketing, Sales, Entertainment, Brand Awareness, Entrepreneurship, Product Marketing, Sponsorship Sales, Online Marketing, Digital Media, Motorsports, Online Advertising, Brand Development, Social Media, Advertising, Lead Generation, Facebook, Email Marketing, Integrated Marketing, Strategic Partnerships, Marketing Communications, Trade Shows, Brand Management, Marketing Management, Public Relations, Digital Marketing
Education
Arizona State University 2014 — 2016
Bachelor's Degree, Entrepreneurship/Entrepreneurial Studies, 4.0
AIU 2005 — 2006
Associates of Arts, Business Management
Owen J Roberts High School 1999 — 2000
High School Degree, General Studies
St. Pius X 1997 — 1999
The Hill School 1995 — 1997
Merrill Edge July 2013 - Present
Seeking Adrenaline January 2010 - June 2013
East Coast Action Sports Association May 2012 - November 2012
Vanguard December 2003 - October 2012
PAJUA 2002 - 2005
Travelers 2000 - 2002
Skills
Event Management, Account Management, Sports Management, Sports Marketing, Action Sports, Adrenaline, Social Networking, Customer Focus, Customer Acquisition, Sponsorship Generation, Thinking Big, Sports, Sponsorship, Marketing, Marketing Strategy, Social Media Marketing, Sales, Entertainment, Brand Awareness, Entrepreneurship, Product Marketing, Sponsorship Sales, Online Marketing, Digital Media, Motorsports, Online Advertising, Brand Development, Social Media, Advertising, Lead Generation, Facebook, Email Marketing, Integrated Marketing, Strategic Partnerships, Marketing Communications, Trade Shows, Brand Management, Marketing Management, Public Relations, Digital Marketing
Education
Arizona State University 2014 — 2016
Bachelor's Degree, Entrepreneurship/Entrepreneurial Studies, 4.0
AIU 2005 — 2006
Associates of Arts, Business Management
Owen J Roberts High School 1999 — 2000
High School Degree, General Studies
St. Pius X 1997 — 1999
The Hill School 1995 — 1997
Alexa Harrison Alexa Harrison's Vanguard Experience November 2013 - February 2015
Job Operations Analyst for Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs March 2015 - Present
Vanguard November 2013 - February 2015
IO June 2013 - August 2013
Young Americans for Freedom January 2011 - July 2013
Hospice of Arizona August 2012 - December 2012
Boys and Girls Clubs of America June 2007 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Organizational Design, Organizational..., Idea Generation, Branding Ideas, Proofreading, Project Management, Time Management, Communication Skills, Public Speaking, Leadership Development, Leadership, Training, Customer Satisfaction, Social Media, Market Research, Social Networking, Public Relations, Event Planning, Community Outreach, Nonprofits, Social Media Marketing, Product Management, Blogging, Marketing, Facebook, Editing, Volunteer Management, Critical Thinking, Fundraising, Enterprise Software, Political Campaigns, Software Documentation
Education
Arizona State University 2011 — 2013
Bachelor of Applied Science (B.A.Sc.), Political Science and Government
Scottsdale Community College 2009 — 2011
Associate of Arts and Sciences (A.A.S.)
Desert Mountain High School 2005 — 2009
Goldman Sachs March 2015 - Present
Vanguard November 2013 - February 2015
IO June 2013 - August 2013
Young Americans for Freedom January 2011 - July 2013
Hospice of Arizona August 2012 - December 2012
Boys and Girls Clubs of America June 2007 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Organizational Design, Organizational..., Idea Generation, Branding Ideas, Proofreading, Project Management, Time Management, Communication Skills, Public Speaking, Leadership Development, Leadership, Training, Customer Satisfaction, Social Media, Market Research, Social Networking, Public Relations, Event Planning, Community Outreach, Nonprofits, Social Media Marketing, Product Management, Blogging, Marketing, Facebook, Editing, Volunteer Management, Critical Thinking, Fundraising, Enterprise Software, Political Campaigns, Software Documentation
Education
Arizona State University 2011 — 2013
Bachelor of Applied Science (B.A.Sc.), Political Science and Government
Scottsdale Community College 2009 — 2011
Associate of Arts and Sciences (A.A.S.)
Desert Mountain High School 2005 — 2009
John Paul Barela's Vanguard Experience September 2011 - Present
Job High NetWorth Client Relationship Administrator at Vanguard
Industry Financial Services
Experience
Vanguard September 2011 - Present
Skills
Investments, Customer Service, Relationship Building, Asset Lead Generation, Interpersonal Skills, Leadership, Interpersonal..., Strategic Planning, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint
Education
Arizona State University 2008 — 2011
Bachelor of Business Administration (BBA), Business Administration and Management, General, Cum Laude Graduation Honors
City University of New York 2007 — 2008
Business Administration and Management, General
Whittier College 2006 — 2007
Business Administration and Management, General
Vanguard September 2011 - Present
Skills
Investments, Customer Service, Relationship Building, Asset Lead Generation, Interpersonal Skills, Leadership, Interpersonal..., Strategic Planning, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint
Education
Arizona State University 2008 — 2011
Bachelor of Business Administration (BBA), Business Administration and Management, General, Cum Laude Graduation Honors
City University of New York 2007 — 2008
Business Administration and Management, General
Whittier College 2006 — 2007
Business Administration and Management, General
Amber Brown (Mundar) Amber Brown (Mundar)'s Vanguard Experience January 2005 - January 2007
Job Operations Manager
Industry Logistics and Supply Chain
Experience
YDL Enterprises May 2011 - Present
ASU August 2013 - December 2013
Nammo Talley, Inc. May 2009 - May 2011
Raytheon August 2007 - January 2009
Vanguard January 2005 - January 2007
The Vanguard Group March 2000 - December 2004
Direct Alliance April 1999 - March 2000
Shamrock Foods March 1995 - September 1998
Skills
Process Improvement, Program Management, Cross-functional Team..., Supply Chain, Vendor Management, Aerospace, Project Management, Six Sigma, Supply Management, Quality Assurance, Manufacturing, Microsoft Office, DoD, Management, SAP, Integration, Forecasting, CRM, Training, Lean Manufacturing, Continuous Improvement, Value Stream Mapping, Security Clearance
Education
Arizona State University 2013 — 2014
Bachelor of Science, Pre-Med/Psychology
Arizona State University 2013 — 2014
Master's degree, Business Analytics
Arizona State University - W. P. Carey School of Business 2005 — 2007
Master of Business Administration, Business Administration
YDL Enterprises May 2011 - Present
ASU August 2013 - December 2013
Nammo Talley, Inc. May 2009 - May 2011
Raytheon August 2007 - January 2009
Vanguard January 2005 - January 2007
The Vanguard Group March 2000 - December 2004
Direct Alliance April 1999 - March 2000
Shamrock Foods March 1995 - September 1998
Skills
Process Improvement, Program Management, Cross-functional Team..., Supply Chain, Vendor Management, Aerospace, Project Management, Six Sigma, Supply Management, Quality Assurance, Manufacturing, Microsoft Office, DoD, Management, SAP, Integration, Forecasting, CRM, Training, Lean Manufacturing, Continuous Improvement, Value Stream Mapping, Security Clearance
Education
Arizona State University 2013 — 2014
Bachelor of Science, Pre-Med/Psychology
Arizona State University 2013 — 2014
Master's degree, Business Analytics
Arizona State University - W. P. Carey School of Business 2005 — 2007
Master of Business Administration, Business Administration
Matt Madsen Matt Madsen's Vanguard Experience September 2014 - June 2015
Job Business Operations Assistant at Georgetown University
Industry Sports
Experience
Georgetown University August 2015 - Present
Vanguard September 2014 - June 2015
Bleacher Report April 2012 - December 2014
European Wax Center May 2013 - August 2014
Yodle January 2013 - April 2013
Bleacher Report January 2012 - April 2012
Skills
Creative Writing, Facebook, Social Media, Blogging, Writing, Writing Skills, Feature Writing, Online Journalism, Feature Articles, English Literature, Collaborative Problem..., Online Research, Education, Education Management, Educational Technology, Creative Problem Solving, Group Work, Internet Research, Presenting Ideas, Selling Ideas
Education
Georgetown University 2015 — 2016
MPS, Sports Industry Management
Arizona State University 2009 — 2012
Bachelor’s Degree, Educational Studies
Northern Arizona University 2008 — 2009
Georgetown University August 2015 - Present
Vanguard September 2014 - June 2015
Bleacher Report April 2012 - December 2014
European Wax Center May 2013 - August 2014
Yodle January 2013 - April 2013
Bleacher Report January 2012 - April 2012
Skills
Creative Writing, Facebook, Social Media, Blogging, Writing, Writing Skills, Feature Writing, Online Journalism, Feature Articles, English Literature, Collaborative Problem..., Online Research, Education, Education Management, Educational Technology, Creative Problem Solving, Group Work, Internet Research, Presenting Ideas, Selling Ideas
Education
Georgetown University 2015 — 2016
MPS, Sports Industry Management
Arizona State University 2009 — 2012
Bachelor’s Degree, Educational Studies
Northern Arizona University 2008 — 2009
Nathan Schoenfeld's Vanguard Experience June 2013 - May 2015
Job Relationship Banking Officer at FineMark National Bank
Industry Financial Services
Experience
FineMark National Bank & Trust May 2015 - Present
Vanguard June 2013 - May 2015
Vanguard July 2010 - June 2013
Vanguard July 2010 - August 2011
JPMorgan Chase April 2008 - July 2010
Victoria Funding Services August 2006 - December 2007
Merchants Funding Llc June 2004 - August 2006
Skills
Series 63, Series 6, Mortgage Lending, Fixed Annuities, Loans, Series 7, Uniform Combined State..., Mutual Funds, Retirement Planning, Series 65, Wealth Management, Investments, Finance, Refinance, Real Estate
Education
Arizona State University 2002 — 2006
Bachelor of Science (B.S.), Finance, General
FineMark National Bank & Trust May 2015 - Present
Vanguard June 2013 - May 2015
Vanguard July 2010 - June 2013
Vanguard July 2010 - August 2011
JPMorgan Chase April 2008 - July 2010
Victoria Funding Services August 2006 - December 2007
Merchants Funding Llc June 2004 - August 2006
Skills
Series 63, Series 6, Mortgage Lending, Fixed Annuities, Loans, Series 7, Uniform Combined State..., Mutual Funds, Retirement Planning, Series 65, Wealth Management, Investments, Finance, Refinance, Real Estate
Education
Arizona State University 2002 — 2006
Bachelor of Science (B.S.), Finance, General
Michelle Betancourt Michelle Betancourt's Vanguard Experience July 2011 - April 2013
Job Financial Services at Actively Seeking New Opportunities
Industry Financial Services
Experience
Actively Seeking New Opportunities September 2015 - Present
Capital One January 2015 - Present
Raymond James May 2013 - January 2015
Vanguard July 2011 - April 2013
Edward Jones August 2007 - June 2011
AMC Theatres February 2005 - October 2010
Tempe Cinemas June 2001 - February 2005
Skills
Series 7, Mutual Funds, Investments, Securities, Series 63, Cross-functional Team..., Microsoft Excel, Customer Service, Call Centers, Outlook, PowerPoint, Microsoft Office, Microsoft Word, Investment Management
Education
Mesa Community College 2003 — 2005
Arizona State University
Bachelor's degree, Business Management
Actively Seeking New Opportunities September 2015 - Present
Capital One January 2015 - Present
Raymond James May 2013 - January 2015
Vanguard July 2011 - April 2013
Edward Jones August 2007 - June 2011
AMC Theatres February 2005 - October 2010
Tempe Cinemas June 2001 - February 2005
Skills
Series 7, Mutual Funds, Investments, Securities, Series 63, Cross-functional Team..., Microsoft Excel, Customer Service, Call Centers, Outlook, PowerPoint, Microsoft Office, Microsoft Word, Investment Management
Education
Mesa Community College 2003 — 2005
Arizona State University
Bachelor's degree, Business Management
Jason T. Burgoyne Jason T. Burgoyne's Vanguard Experience January 2008 - July 2009
Job Senior Lead, Export Compliance Investigations at Honeywell Aerospace
Industry Law Practice
Experience
Honeywell Aerospace March 2013 - August 2015
Security & Defense Systems Initiative (SDSI) at ASU October 2011 - May 2012
Arizona Technology Enterprises June 2011 - October 2011
Drug Enforcement Administration January 2011 - May 2011
Yuma County Public Defender May 2010 - August 2010
Vanguard January 2008 - July 2009
Education
Arizona State University College of Law 2009 — 2012
J.D., Law
Arizona State University 2001 — 2007
B.I.S., Biology and Business
Honeywell Aerospace March 2013 - August 2015
Security & Defense Systems Initiative (SDSI) at ASU October 2011 - May 2012
Arizona Technology Enterprises June 2011 - October 2011
Drug Enforcement Administration January 2011 - May 2011
Yuma County Public Defender May 2010 - August 2010
Vanguard January 2008 - July 2009
Education
Arizona State University College of Law 2009 — 2012
J.D., Law
Arizona State University 2001 — 2007
B.I.S., Biology and Business
Parker Brown Parker Brown's Vanguard Experience September 2015 - Present
Job Resolution Services Associate at Vanguard
Industry Design
Experience
Vanguard September 2015 - Present
Vanguard October 2013 - September 2015
Parker Brown Atelier Design May 2006 - August 2013
Thrive December 2012 - March 2013
Crate & Barrel November 2012 - December 2012
Quirky.com June 2012 - September 2012
4 Sizzle March 2012 - May 2012
Arizona State University March 2012 - March 2012
Arizona State University November 2011 - November 2011
Mediphor Design August 2011 - August 2011
Skills
Solidworks, Marker Rendering, Sketching, User-centered Design, Mockups, Aesthetics Research, Mac OS, Windows 7, Photoshop CS6, Illustrator CS6, Public Speaking, Emotional Intelligence, Corporate Branding, Typography, Graphic Design, Illustrator, Photoshop, Sketchbook Pro, Industrial Design, Rapid Prototyping, 3D Modeling, Product Design, User Interface Design, Rendering, Logo Design, Design Strategy, Design Thinking, Keyshot, Drawing, Model Making, Rhino, Hypershot, Concept Development, Strategic Design, Digital Illustration, Charcoal Drawings, Digital Sketching, Bunkspeed Shot, Experience Design, Design Management, 3D rendering, Red Chalk Drawing, Interaction Design, Concept Design, Storyboarding, Rhino 3D, 3D visualization, SolidWorks
Education
Bill Lundquist (private studio) 2013 — 2014
Portrait and Figure Drawing (Live Model)
Arizona State University 2007 — 2011
BSD, Industrial Design
The Scottsdale Artist School
Representational Art
Vanguard September 2015 - Present
Vanguard October 2013 - September 2015
Parker Brown Atelier Design May 2006 - August 2013
Thrive December 2012 - March 2013
Crate & Barrel November 2012 - December 2012
Quirky.com June 2012 - September 2012
4 Sizzle March 2012 - May 2012
Arizona State University March 2012 - March 2012
Arizona State University November 2011 - November 2011
Mediphor Design August 2011 - August 2011
Skills
Solidworks, Marker Rendering, Sketching, User-centered Design, Mockups, Aesthetics Research, Mac OS, Windows 7, Photoshop CS6, Illustrator CS6, Public Speaking, Emotional Intelligence, Corporate Branding, Typography, Graphic Design, Illustrator, Photoshop, Sketchbook Pro, Industrial Design, Rapid Prototyping, 3D Modeling, Product Design, User Interface Design, Rendering, Logo Design, Design Strategy, Design Thinking, Keyshot, Drawing, Model Making, Rhino, Hypershot, Concept Development, Strategic Design, Digital Illustration, Charcoal Drawings, Digital Sketching, Bunkspeed Shot, Experience Design, Design Management, 3D rendering, Red Chalk Drawing, Interaction Design, Concept Design, Storyboarding, Rhino 3D, 3D visualization, SolidWorks
Education
Bill Lundquist (private studio) 2013 — 2014
Portrait and Figure Drawing (Live Model)
Arizona State University 2007 — 2011
BSD, Industrial Design
The Scottsdale Artist School
Representational Art
Alexander Hartman Alexander Hartman's Vanguard Experience June 2013 - Present
Job Processing Associate at Vanguard
Industry Research
Experience
Vanguard June 2013 - Present
Delta Sigma Pi - Gamma Omega Chapter May 2012 - Present
Arizona State University August 2012 - May 2013
Arizona State University January 2012 - May 2013
Subway - Virtuous Vecinos LLC May 2011 - August 2011
Walmart May 2010 - August 2010
Walmart August 2009 - January 2010
Walmart Inc August 2009 - January 2010
Skills
Stata, Microsoft Excel, Quantitative Research, Team Leadership, Teamwork, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Public Speaking, Time Management, Event Planning, Social Media, Facebook, Research, Recruiting, HTML, Statistics, Critical Thinking, Analysis
Education
Arizona State University 2009 — 2013
Bachelor's of Science, Economics, 3.25
W. P. Carey School of Business, Arizona State University 2009 — 2013
Bachelor of Science, Economics
Vanguard June 2013 - Present
Delta Sigma Pi - Gamma Omega Chapter May 2012 - Present
Arizona State University August 2012 - May 2013
Arizona State University January 2012 - May 2013
Subway - Virtuous Vecinos LLC May 2011 - August 2011
Walmart May 2010 - August 2010
Walmart August 2009 - January 2010
Walmart Inc August 2009 - January 2010
Skills
Stata, Microsoft Excel, Quantitative Research, Team Leadership, Teamwork, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Public Speaking, Time Management, Event Planning, Social Media, Facebook, Research, Recruiting, HTML, Statistics, Critical Thinking, Analysis
Education
Arizona State University 2009 — 2013
Bachelor's of Science, Economics, 3.25
W. P. Carey School of Business, Arizona State University 2009 — 2013
Bachelor of Science, Economics
Jessica Blakiston Jessica Blakiston's Vanguard Experience September 2010 - February 2011
Job Media Planner & Buyer at LaneTerralever
Industry Marketing and Advertising
Experience
LaneTerralever October 2014 - Present
Defero January 2013 - October 2014
Defero August 2012 - January 2013
Fairmont Hotels and Resorts February 2011 - September 2012
Vanguard September 2010 - February 2011
Phoenix New Times 2008 - 2010
Skills
Microsoft Office, Training, Google Analytics, Google Adwords, Social Media Marketing, Facebook Marketing, Social Media, Blogging, Public Relations, Email Marketing, Online Advertising, Marketing, PPC, Photoshop, Management, Copywriting
Education
Arizona State University 2008 — 2010
Bachelor of Science (B.S.), Marketing, 3.54
Arizona State University 2008 — 2010
Marketing and International Business
LaneTerralever October 2014 - Present
Defero January 2013 - October 2014
Defero August 2012 - January 2013
Fairmont Hotels and Resorts February 2011 - September 2012
Vanguard September 2010 - February 2011
Phoenix New Times 2008 - 2010
Skills
Microsoft Office, Training, Google Analytics, Google Adwords, Social Media Marketing, Facebook Marketing, Social Media, Blogging, Public Relations, Email Marketing, Online Advertising, Marketing, PPC, Photoshop, Management, Copywriting
Education
Arizona State University 2008 — 2010
Bachelor of Science (B.S.), Marketing, 3.54
Arizona State University 2008 — 2010
Marketing and International Business
Alexandra Singh Alexandra Singh's Vanguard Experience January 2015 - Present
Job Chief of Staff, Financial Advisor Services at Vanguard
Industry Financial Services
Experience
Vanguard January 2015 - Present
Vanguard July 2013 - January 2015
Vanguard June 2011 - July 2013
Education 2020 May 2010 - June 2011
Skills
Series 63, Process Improvement, Business Planning, Training, Customer Service, Team Building, Analysis, Strategy, Leadership, Mutual Funds
Education
Arizona State University
Summa Cum Laude BS, Education and Communication
Vanguard January 2015 - Present
Vanguard July 2013 - January 2015
Vanguard June 2011 - July 2013
Education 2020 May 2010 - June 2011
Skills
Series 63, Process Improvement, Business Planning, Training, Customer Service, Team Building, Analysis, Strategy, Leadership, Mutual Funds
Education
Arizona State University
Summa Cum Laude BS, Education and Communication
Pablo T. Rodriguez, MBA Pablo T. Rodriguez, MBA's Vanguard Experience March 2012 - Present
Job
Industry Financial Services
Experience
Vanguard March 2012 - Present
Vanguard November 2007 - March 2012
National Society of Hispanic MBA's January 2010 - December 2011
National Society of Hispanic MBA's January 2008 - December 2009
Vanguard February 2005 - November 2007
Vanguard September 2002 - January 2005
The Charles Schwab November 1999 - February 2002
Skills
Series 63, Series 7, Leadership, Analysis, Networking, Diversity & Inclusion..., Diversity Planning, Great Motivator, Management, Cross-functional Team..., Mutual Funds, Program Management, Time Management, Relationship Management, Employee Benefits, CRM, Team Leadership, Process Improvement, Financial Services, 401k, Finance, Retirement
Education
Keller Graduate School of Management 2003 — 2006
MBA
Arizona State University 1995 — 1999
Bachelor of Science
Vanguard March 2012 - Present
Vanguard November 2007 - March 2012
National Society of Hispanic MBA's January 2010 - December 2011
National Society of Hispanic MBA's January 2008 - December 2009
Vanguard February 2005 - November 2007
Vanguard September 2002 - January 2005
The Charles Schwab November 1999 - February 2002
Skills
Series 63, Series 7, Leadership, Analysis, Networking, Diversity & Inclusion..., Diversity Planning, Great Motivator, Management, Cross-functional Team..., Mutual Funds, Program Management, Time Management, Relationship Management, Employee Benefits, CRM, Team Leadership, Process Improvement, Financial Services, 401k, Finance, Retirement
Education
Keller Graduate School of Management 2003 — 2006
MBA
Arizona State University 1995 — 1999
Bachelor of Science
Amanda Malak's Vanguard Experience October 2013 - December 2014
Job Behavioral health technician with a passion to change the world by spreading happiness through altruism
Industry Mental Health Care
Experience
Southwest Behavioral & Health Services May 2015 - Present
Vanguard October 2013 - December 2014
Vanguard January 2013 - October 2013
US Fuel Solutions (now iFuel Smart) November 2012 - January 2013
Outwest Ventures, Inc. February 2008 - July 2011
Telecom Management Advisors March 2011 - June 2011
Skills
Outstanding Customer..., Persuasion Skills, Writing Skills, Research, Non-profits, Editing, Business Development, Corporate Social..., Quantitative Analytics, Academia, Customer Service, Negotiation, Social Media, Start-ups, Management Consulting, Social Media Marketing, Nonprofits, Marketing, Business Strategy, Market Research, Management, Entrepreneurship, Social Entrepreneurship, Strategic Planning, Event Management, Program Management, Public Speaking, Leadership, Social Impact, Writing
Education
Hult International Business School 2011 — 2012
Master, Social Entrepreneurship, 3.23
Arizona State University 2007 — 2010
Bachelor of Arts, Psychology, 3.66/4.00 Magna Cum Laude
Mountain Pointe High School 2003 — 2007
Southwest Behavioral & Health Services May 2015 - Present
Vanguard October 2013 - December 2014
Vanguard January 2013 - October 2013
US Fuel Solutions (now iFuel Smart) November 2012 - January 2013
Outwest Ventures, Inc. February 2008 - July 2011
Telecom Management Advisors March 2011 - June 2011
Skills
Outstanding Customer..., Persuasion Skills, Writing Skills, Research, Non-profits, Editing, Business Development, Corporate Social..., Quantitative Analytics, Academia, Customer Service, Negotiation, Social Media, Start-ups, Management Consulting, Social Media Marketing, Nonprofits, Marketing, Business Strategy, Market Research, Management, Entrepreneurship, Social Entrepreneurship, Strategic Planning, Event Management, Program Management, Public Speaking, Leadership, Social Impact, Writing
Education
Hult International Business School 2011 — 2012
Master, Social Entrepreneurship, 3.23
Arizona State University 2007 — 2010
Bachelor of Arts, Psychology, 3.66/4.00 Magna Cum Laude
Mountain Pointe High School 2003 — 2007
Charles Wade Charles Wade's Vanguard Experience October 2003 - August 2006
Job Patient Service Representative
Industry Hospital & Health Care
Experience
Rogers & Kirby September 2014 - January 2015
Edward Jones March 2012 - August 2014
SagePoint Financial January 2011 - October 2011
Householder Group March 2010 - July 2010
Windstone Capital Partners January 2008 - January 2010
Mutual Service Corporation November 2006 - August 2007
Vanguard October 2003 - August 2006
AIG American General August 2002 - October 2002
JP Morgan ChaseMutual Funds January 2001 - October 2001
AG Edwards & Sons June 1999 - January 2001
Skills
Mutual Funds, Customer Service, Team Building, Securities, Investment Advisory, Investments, Retirement Planning, Financial Advisory, Asset Allocation, Trading, Options, Series 7, Series 63, Retirement, 401k, Bonds, Finance, Due Diligence, Investment Strategies, Wealth Management
Education
Arizona State University
Business, Mathematics
Maricopa Community Colleges
Associate of Arts Degree, Applied Mathematics
Rogers & Kirby September 2014 - January 2015
Edward Jones March 2012 - August 2014
SagePoint Financial January 2011 - October 2011
Householder Group March 2010 - July 2010
Windstone Capital Partners January 2008 - January 2010
Mutual Service Corporation November 2006 - August 2007
Vanguard October 2003 - August 2006
AIG American General August 2002 - October 2002
JP Morgan ChaseMutual Funds January 2001 - October 2001
AG Edwards & Sons June 1999 - January 2001
Skills
Mutual Funds, Customer Service, Team Building, Securities, Investment Advisory, Investments, Retirement Planning, Financial Advisory, Asset Allocation, Trading, Options, Series 7, Series 63, Retirement, 401k, Bonds, Finance, Due Diligence, Investment Strategies, Wealth Management
Education
Arizona State University
Business, Mathematics
Maricopa Community Colleges
Associate of Arts Degree, Applied Mathematics
Adrienne (Acheson) Aslanian Adrienne (Acheson) Aslanian's Vanguard Experience 2002 - 2006
Job Marketing Specialist
Industry Environmental Services
Experience
Regenesis September 2011 - October 2012
activePDF 2008 - 2011
activePDF 2007 - 2008
LendingTree 2006 - 2007
Vanguard 2002 - 2006
Skills
Marketing, New Business Development, Direct Marketing, Digital Marketing, Social Media, Direct Sales, Leadership, Customer Service
Education
Arizona State University 1998 — 2002
Bachelors, Broadcast Journalism
Regenesis September 2011 - October 2012
activePDF 2008 - 2011
activePDF 2007 - 2008
LendingTree 2006 - 2007
Vanguard 2002 - 2006
Skills
Marketing, New Business Development, Direct Marketing, Digital Marketing, Social Media, Direct Sales, Leadership, Customer Service
Education
Arizona State University 1998 — 2002
Bachelors, Broadcast Journalism
Evan Kolanko's Vanguard Experience September 2006 - May 2007
Job Store Manager at Lumber Liquidators
Industry Construction
Experience
Lumber Liquidators May 2014 - Present
Lumber Liquidators July 2013 - May 2014
Robert Half Technology January 2013 - March 2013
AlphaGraphics May 2011 - November 2012
Mobile Mini Inc December 2009 - April 2011
Target October 2007 - September 2009
Cintas May 2007 - September 2007
Vanguard September 2006 - May 2007
2nd Swing Golf March 2004 - August 2006
Skills
Cold Calling, Salesforce.com, Sales, Sales Operations, Sales Process, Selling, Leadership, Marketing, Sales Management, Training, Management, Team Leadership, Advertising, Customer Service, Customer Retention, Customer Satisfaction, Account Management, Business Development
Education
Arizona State University 1999 — 2003
Interdisciplinary Studies, Business/Communication
Lumber Liquidators May 2014 - Present
Lumber Liquidators July 2013 - May 2014
Robert Half Technology January 2013 - March 2013
AlphaGraphics May 2011 - November 2012
Mobile Mini Inc December 2009 - April 2011
Target October 2007 - September 2009
Cintas May 2007 - September 2007
Vanguard September 2006 - May 2007
2nd Swing Golf March 2004 - August 2006
Skills
Cold Calling, Salesforce.com, Sales, Sales Operations, Sales Process, Selling, Leadership, Marketing, Sales Management, Training, Management, Team Leadership, Advertising, Customer Service, Customer Retention, Customer Satisfaction, Account Management, Business Development
Education
Arizona State University 1999 — 2003
Interdisciplinary Studies, Business/Communication
Ryan E. Overcash Ryan E. Overcash's Vanguard Experience September 2008 - December 2009
Job General Securities Sales Supervisor Merrill Edge/Merrill Lynch/ Bank of America
Industry Financial Services
Experience
Merrill Edge August 2013 - Present
Bank of America January 2012 - August 2013
MassMutual Financial Group February 2011 - January 2012
Vanguard September 2008 - December 2009
Skills
General Securities..., Trade Finance, Financial Services, Wealth Management, Financial Risk, Banking, Series 7, Series 63, Series 9, Series 10, Life Insurance, Variable Annuities, Supervision, Management, Sales, Finance, Fixed Annuities, Mutual Funds, Securities, FINRA, Investments, Retirement Planning
Education
University of Phoenix 2012 — 2014
Bachelor of Science (BS), Project Management
Arizona State University 2004 — 2006
International Business
Northern Arizona University 1999 — 2000
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Merrill Edge August 2013 - Present
Bank of America January 2012 - August 2013
MassMutual Financial Group February 2011 - January 2012
Vanguard September 2008 - December 2009
Skills
General Securities..., Trade Finance, Financial Services, Wealth Management, Financial Risk, Banking, Series 7, Series 63, Series 9, Series 10, Life Insurance, Variable Annuities, Supervision, Management, Sales, Finance, Fixed Annuities, Mutual Funds, Securities, FINRA, Investments, Retirement Planning
Education
University of Phoenix 2012 — 2014
Bachelor of Science (BS), Project Management
Arizona State University 2004 — 2006
International Business
Northern Arizona University 1999 — 2000
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Sogol Homayoun Sogol Homayoun's Vanguard Experience April 2012 - November 2013
Job Assistant Director to Global Recruitment at Thunderbird School of Global Management
Industry Education Management
Experience
Thunderbird School of Global Management November 2013 - Present
Vanguard April 2012 - November 2013
Vanguard October 2008 - April 2012
Vanguard June 2007 - October 2008
Vanguard June 2006 - June 2007
A Foreign Language Service January 2003 - June 2006
Skills
Project Management, Public Speaking, Business Development, Leadership, Financial Analysis, Management, CRM, Process Improvement, Strategic Planning, Leadership Development, Data Analysis, Program Management, Cross-cultural Teams, International Relations, Team Leadership, Relationship Management, Nonprofits, Strategy, Non-profits, Training Facilitation, Market Research, International Business, Analysis, Team Building, Project Planning, Proposal Writing, Risk Management, Microsoft Office +..., Salesforce, Salesforce.com
Education
Thunderbird School of Global Management 2009 — 2011
MBA, Global Management
Arizona State University 2003 — 2006
English, Linguistics/ Spanish minor, Magna Cum Laude
Thunderbird School of Global Management November 2013 - Present
Vanguard April 2012 - November 2013
Vanguard October 2008 - April 2012
Vanguard June 2007 - October 2008
Vanguard June 2006 - June 2007
A Foreign Language Service January 2003 - June 2006
Skills
Project Management, Public Speaking, Business Development, Leadership, Financial Analysis, Management, CRM, Process Improvement, Strategic Planning, Leadership Development, Data Analysis, Program Management, Cross-cultural Teams, International Relations, Team Leadership, Relationship Management, Nonprofits, Strategy, Non-profits, Training Facilitation, Market Research, International Business, Analysis, Team Building, Project Planning, Proposal Writing, Risk Management, Microsoft Office +..., Salesforce, Salesforce.com
Education
Thunderbird School of Global Management 2009 — 2011
MBA, Global Management
Arizona State University 2003 — 2006
English, Linguistics/ Spanish minor, Magna Cum Laude
Caroline Gonzalez's Vanguard Experience November 2004 - May 2014
Job Engaging Retirement Plan Professional
Industry Financial Services
Experience
Matrix Financial Solutions - A Broadridge Company July 2015 - Present
Edward Jones July 2014 - 2015
Vanguard November 2004 - May 2014
JPMorgan Chase May 2003 - October 2004
COUNTRY Financial® May 2001 - May 2002
Skills
Retirement, 401k, Relationship Management, ERISA, Financial Reporting, Series 7, Mutual Funds, Pensions, Financial Services, Defined Contribution, Securities, Series 63, Asset Allocation, Series 6, Investments, IRAs, Insurance, FINRA, Finance
Education
Arizona State University 1999 — 2001
Bachelor's degree, Marketing
Matrix Financial Solutions - A Broadridge Company July 2015 - Present
Edward Jones July 2014 - 2015
Vanguard November 2004 - May 2014
JPMorgan Chase May 2003 - October 2004
COUNTRY Financial® May 2001 - May 2002
Skills
Retirement, 401k, Relationship Management, ERISA, Financial Reporting, Series 7, Mutual Funds, Pensions, Financial Services, Defined Contribution, Securities, Series 63, Asset Allocation, Series 6, Investments, IRAs, Insurance, FINRA, Finance
Education
Arizona State University 1999 — 2001
Bachelor's degree, Marketing
Alexander Carpenter, MS Alexander Carpenter, MS's Vanguard Experience October 2013 - July 2015
Job Provider Network Specialist at Bridgeway Health Solutions LLC
Industry Financial Services
Experience
Bridgeway Health Solutions LLC July 2015 - Present
Vanguard October 2013 - July 2015
Master's Consulting Project February 2013 - April 2013
Center for Innovations in Medicine May 2010 - August 2012
Healthcare Coding Consultants October 2008 - January 2010
Skills
HPLC, Medical Coding, Western Blotting, ELISA, Research, Medical Billing, Drug Development, Time Management, Protein Purification, Volunteering, Leadership, Project Planning, Protein Chemistry, Purification, Management, Medical Records, Sales Presentations, Hospitals, Biotechnology, Data Analysis, Project Coordination, Series 7, Series 63, EHR, Laboratory, Microbiology, R&D, Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Word
Education
Arizona State University, W. P. Carey School of Business 2012 — 2013
Master's degree, Management
Arizona State University 2007 — 2010
Bachelor's degree, Molecular Biosciences/ Biotechnology
Bridgeway Health Solutions LLC July 2015 - Present
Vanguard October 2013 - July 2015
Master's Consulting Project February 2013 - April 2013
Center for Innovations in Medicine May 2010 - August 2012
Healthcare Coding Consultants October 2008 - January 2010
Skills
HPLC, Medical Coding, Western Blotting, ELISA, Research, Medical Billing, Drug Development, Time Management, Protein Purification, Volunteering, Leadership, Project Planning, Protein Chemistry, Purification, Management, Medical Records, Sales Presentations, Hospitals, Biotechnology, Data Analysis, Project Coordination, Series 7, Series 63, EHR, Laboratory, Microbiology, R&D, Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Word
Education
Arizona State University, W. P. Carey School of Business 2012 — 2013
Master's degree, Management
Arizona State University 2007 — 2010
Bachelor's degree, Molecular Biosciences/ Biotechnology
Rheana Techapinyawat Rheana Techapinyawat's Vanguard Experience June 2008 - August 2009
Job M.D. Candidate Class of 2016 at University of Arizona College of Medicine Phoenix
Industry Medical Practice
Experience
The University of Arizona College of Medicine - Phoenix July 2012 - Present
University of Southern California Somos Hermanos Student Immersion Program January 2012 - June 2012
Maricopa Integrated Health System June 2010 - December 2011
University of Arizona College of Medicine - Phoenix November 2009 - December 2011
Arizona State University August 2009 - May 2011
Vanguard June 2008 - August 2009
Health & Counseling Student Action Committee (HCSAC) @ ASU 2009 - 2009
RA Sushi January 2006 - May 2008
Eller College Business Communications Department 2008 - 2008
University of Arizona 2006 - 2008
Skills
Spanish-speaking, Animal Research, Laboratory Research, Laboratory Techniques, Laboratory Experience, Microsoft Office, Marketing, Healthcare, Research, Training, Spanish, Laboratory, Clinical Research, Management
Education
University of Arizona, College of Medicine 2012 — 2016
Doctor of Medicine (M.D.)
Arizona State University 2009 — 2010
Pre-Medicine
University of Arizona 2004 — 2008
Bachelor's of Science, Business Administration, Marketing
University of Arizona, Eller College of Management 2004 — 2008
Bachelor's of Science, Business Administration, Marketing
The University of Arizona College of Medicine - Phoenix July 2012 - Present
University of Southern California Somos Hermanos Student Immersion Program January 2012 - June 2012
Maricopa Integrated Health System June 2010 - December 2011
University of Arizona College of Medicine - Phoenix November 2009 - December 2011
Arizona State University August 2009 - May 2011
Vanguard June 2008 - August 2009
Health & Counseling Student Action Committee (HCSAC) @ ASU 2009 - 2009
RA Sushi January 2006 - May 2008
Eller College Business Communications Department 2008 - 2008
University of Arizona 2006 - 2008
Skills
Spanish-speaking, Animal Research, Laboratory Research, Laboratory Techniques, Laboratory Experience, Microsoft Office, Marketing, Healthcare, Research, Training, Spanish, Laboratory, Clinical Research, Management
Education
University of Arizona, College of Medicine 2012 — 2016
Doctor of Medicine (M.D.)
Arizona State University 2009 — 2010
Pre-Medicine
University of Arizona 2004 — 2008
Bachelor's of Science, Business Administration, Marketing
University of Arizona, Eller College of Management 2004 — 2008
Bachelor's of Science, Business Administration, Marketing
Dan Isvoranu's Vanguard Experience November 2012 - Present
Job Retail Client Account Services Representative II at Vanguard
Industry Financial Services
Experience
Vanguard November 2012 - Present
Self Employed January 2012 - January 2014
ENDOPTICA, LLC February 2012 - February 2013
CredAbility February 2009 - June 2011
Gwinnett Medical Center February 2008 - August 2008
Self employed July 2007 - February 2008
Countrywide Home Loans August 2006 - July 2007
Skills
Customer Service, Credit, Public Speaking, Negotiation, Coaching, Teamwork, Account Management, Budgets, Leadership, Project Planning, Motivational Speaking, Customer Relations, Problem Solving, Budgeting, Planning, Marketing, Microsoft Word, Microsoft Office, Research, Management, Time Management
Education
Arizona State University 2001 — 2005
Bachelors of Science Degree, Interdisciplinary Studies; Business and Communications
Vanguard November 2012 - Present
Self Employed January 2012 - January 2014
ENDOPTICA, LLC February 2012 - February 2013
CredAbility February 2009 - June 2011
Gwinnett Medical Center February 2008 - August 2008
Self employed July 2007 - February 2008
Countrywide Home Loans August 2006 - July 2007
Skills
Customer Service, Credit, Public Speaking, Negotiation, Coaching, Teamwork, Account Management, Budgets, Leadership, Project Planning, Motivational Speaking, Customer Relations, Problem Solving, Budgeting, Planning, Marketing, Microsoft Word, Microsoft Office, Research, Management, Time Management
Education
Arizona State University 2001 — 2005
Bachelors of Science Degree, Interdisciplinary Studies; Business and Communications
Pamela Rosenbaum Pamela Rosenbaum's Vanguard Experience November 2009 - Present
Job Multimedia Designer at Vanguard
Industry Media Production
Experience
Vanguard November 2009 - Present
Everything's Coming Up Roses, LLC January 2009 - Present
The Vanguard Group January 2009 - October 2009
The Vanguard Group June 2008 - December 2008
Video Gold Productions June 2007 - June 2008
Top Hat Productions January 2007 - April 2007
Education
Arcadia University 2003 — 2007
Bachelors, Theatre & English
Vanguard November 2009 - Present
Everything's Coming Up Roses, LLC January 2009 - Present
The Vanguard Group January 2009 - October 2009
The Vanguard Group June 2008 - December 2008
Video Gold Productions June 2007 - June 2008
Top Hat Productions January 2007 - April 2007
Education
Arcadia University 2003 — 2007
Bachelors, Theatre & English
Orlando Menjivar Orlando Menjivar's Vanguard Experience June 2015 - Present
Job Associate in Financial Advisor Services Mutual Fund Administration at Vanguard
Industry Financial Services
Experience
Vanguard June 2015 - Present
Vanguard September 2013 - June 2015
State of Arizona January 2013 - May 2013
Arizona State University May 2011 - December 2012
Skills
Series 6, Series 63, Community Outreach, Event Planning, Public Speaking, Customer Service, Nonprofits, Research, Fundraising, Microsoft Office, PowerPoint, Facebook, Social Media, Legislative Research, Volunteer Management, Microsoft Excel, Microsoft Word, English, Higher Education, Spanish, Data Entry, Social Networking, Editing, Teamwork, Windows, Team Leadership, Team Building, Leadership Development, Data Analysis, Leadership, Outlook, Event Management, Training, Teaching, Program Development, Community Development, Budgets, Public Relations, Staff Development, Student Affairs, Social Media Marketing
Education
Arizona State University 2009 — 2013
Bachelor of Arts (BA), Political Science and Government
Vanguard June 2015 - Present
Vanguard September 2013 - June 2015
State of Arizona January 2013 - May 2013
Arizona State University May 2011 - December 2012
Skills
Series 6, Series 63, Community Outreach, Event Planning, Public Speaking, Customer Service, Nonprofits, Research, Fundraising, Microsoft Office, PowerPoint, Facebook, Social Media, Legislative Research, Volunteer Management, Microsoft Excel, Microsoft Word, English, Higher Education, Spanish, Data Entry, Social Networking, Editing, Teamwork, Windows, Team Leadership, Team Building, Leadership Development, Data Analysis, Leadership, Outlook, Event Management, Training, Teaching, Program Development, Community Development, Budgets, Public Relations, Staff Development, Student Affairs, Social Media Marketing
Education
Arizona State University 2009 — 2013
Bachelor of Arts (BA), Political Science and Government
Alejandra Chacon Alejandra Chacon's Vanguard Experience October 2013 - Present
Job Financial Professional at Vanguard
Industry Marketing and Advertising
Experience
Vanguard October 2013 - Present
Hacienda Real January 2013 - September 2013
Mil Amores Tires Co December 2008 - December 2012
Phoenix College December 2006 - December 2009
John Casablancas Modeling and Career Centers January 2006 - March 2007
Skills
Bilingual, Event Planning, Leadership, Microsoft Office, Social Media, Promotions, Recruiting, Customer Service, Problem Solving, Bookkeeping, Newsletters, Social Networking, Youth Development, Mathematics, Marketing, Advertising, Spanish
Education
Arizona State University 2010 — 2012
Bachelor of Applied Science (BASc), Marketing, Senior
Vanguard October 2013 - Present
Hacienda Real January 2013 - September 2013
Mil Amores Tires Co December 2008 - December 2012
Phoenix College December 2006 - December 2009
John Casablancas Modeling and Career Centers January 2006 - March 2007
Skills
Bilingual, Event Planning, Leadership, Microsoft Office, Social Media, Promotions, Recruiting, Customer Service, Problem Solving, Bookkeeping, Newsletters, Social Networking, Youth Development, Mathematics, Marketing, Advertising, Spanish
Education
Arizona State University 2010 — 2012
Bachelor of Applied Science (BASc), Marketing, Senior
Ajak Akech Ajak Akech's Vanguard Experience August 2010 - October 2010
Job Loan Counselor at Nationstar Mortgage
Industry Financial Services
Experience
Nationstar Mortgage July 2013 - Present
Whole Foods Market April 2012 - May 2015
AFNI INC March 2011 - July 2011
Vanguard August 2010 - October 2010
NOURISH INTERNATIONAL CLUB October 2009 - July 2010
VOLUNTEER, INTERNATIONAL RESCUE COMMITTEE February 2003 - March 2006
Skills
I have excellent..., Analysis, Time Management, CRM, Sales, Management, Visio, Economics
Education
Grand Canyon University 2010 — 2013
Master of Business Administration (MBA), Finance, General
Arizona State University 2008 — 2010
Economics, Economics
Nationstar Mortgage July 2013 - Present
Whole Foods Market April 2012 - May 2015
AFNI INC March 2011 - July 2011
Vanguard August 2010 - October 2010
NOURISH INTERNATIONAL CLUB October 2009 - July 2010
VOLUNTEER, INTERNATIONAL RESCUE COMMITTEE February 2003 - March 2006
Skills
I have excellent..., Analysis, Time Management, CRM, Sales, Management, Visio, Economics
Education
Grand Canyon University 2010 — 2013
Master of Business Administration (MBA), Finance, General
Arizona State University 2008 — 2010
Economics, Economics
Kelli Byrnes Kelli Byrnes's Vanguard Experience May 2011 - August 2014
Job RIA Internal Sales at BlackRock
Industry Financial Services
Experience
BlackRock September 2014 - Present
Vanguard May 2011 - August 2014
Arizona State University August 2010 - May 2011
Skills
Mandarin, Mutual Funds, Investments, ETFs, Financial Analysis, Leadership, Translation, Asset Allocation, Finance, Securities, Chinese, Data Analysis, Equities, Portfolio Management, Economics, Financial Modeling, Relationship Building
Education
Arizona State University 2011 — 2013
Master of Business Administration (MBA), Finance and International Business
Arizona State University 2009 — 2011
Master of Arts, Chinese Language and Literature
National Taiwan Normal University 國立臺灣師範大學 2010 — 2010
Certificate, Mandarin
Colorado College 2005 — 2009
Bachelor of Arts, Psychology, Classics, Chinese
Beijing Institute of Education 北京教育学院 2007 — 2008
Certificate, Mandarin
BlackRock September 2014 - Present
Vanguard May 2011 - August 2014
Arizona State University August 2010 - May 2011
Skills
Mandarin, Mutual Funds, Investments, ETFs, Financial Analysis, Leadership, Translation, Asset Allocation, Finance, Securities, Chinese, Data Analysis, Equities, Portfolio Management, Economics, Financial Modeling, Relationship Building
Education
Arizona State University 2011 — 2013
Master of Business Administration (MBA), Finance and International Business
Arizona State University 2009 — 2011
Master of Arts, Chinese Language and Literature
National Taiwan Normal University 國立臺灣師範大學 2010 — 2010
Certificate, Mandarin
Colorado College 2005 — 2009
Bachelor of Arts, Psychology, Classics, Chinese
Beijing Institute of Education 北京教育学院 2007 — 2008
Certificate, Mandarin
Laura (Euge) Boldt, CFP® Laura (Euge) Boldt, CFP®'s Vanguard Experience July 2015 - Present
Job Senior Financial Advisor at Vanguard
Industry Financial Services
Experience
Vanguard July 2015 - Present
Vanguard January 2014 - July 2015
Brokerage Professionals, Inc. September 2013 - December 2013
USAA November 2006 - September 2013
Smith Barney June 1998 - November 2006
Skills
CFP® Certificant, Series 7, 63, and 65..., Arizona Life & Health..., CRPCSM and CWS®..., Extensive use of..., Experience with Zephyr..., Strategic Financial..., Wealth Management, Retirement, Financial Advisory, Estate Planning, Investments, Series 7, Retirement Planning, Wealth, Risk Management, Fixed Annuities, Financial Services, Financial Planning, Asset Allocation
Education
Arizona State University 1995 — 1998
Bachelor of Science (B.S.), Finance, General
University of Arizona 1994 — 1995
Vanguard July 2015 - Present
Vanguard January 2014 - July 2015
Brokerage Professionals, Inc. September 2013 - December 2013
USAA November 2006 - September 2013
Smith Barney June 1998 - November 2006
Skills
CFP® Certificant, Series 7, 63, and 65..., Arizona Life & Health..., CRPCSM and CWS®..., Extensive use of..., Experience with Zephyr..., Strategic Financial..., Wealth Management, Retirement, Financial Advisory, Estate Planning, Investments, Series 7, Retirement Planning, Wealth, Risk Management, Fixed Annuities, Financial Services, Financial Planning, Asset Allocation
Education
Arizona State University 1995 — 1998
Bachelor of Science (B.S.), Finance, General
University of Arizona 1994 — 1995
Randal Collins Randal Collins's Vanguard Experience June 2014 - Present
Job Investment Professional at Vanguard
Industry Financial Services
Experience
Vanguard June 2014 - Present
Strategic Employee Benefit Services July 2013 - May 2014
Northwestern Mutual January 2013 - June 2013
Skills
Mutual Funds, Retirement, Retirement Planning, Investments, Series 7, Strategic Financial..., Series 63, Financial Analysis, Microsoft Office, Microsoft Excel, PowerPoint, Teamwork, Time Management
Education
Arizona State University 2010 — 2014
Bachelor of Science (B.S.), Finance
CFA Institute
Vanguard June 2014 - Present
Strategic Employee Benefit Services July 2013 - May 2014
Northwestern Mutual January 2013 - June 2013
Skills
Mutual Funds, Retirement, Retirement Planning, Investments, Series 7, Strategic Financial..., Series 63, Financial Analysis, Microsoft Office, Microsoft Excel, PowerPoint, Teamwork, Time Management
Education
Arizona State University 2010 — 2014
Bachelor of Science (B.S.), Finance
CFA Institute
Rebecca O'Kusky, MBA, CIMA Rebecca O'Kusky, MBA, CIMA's Vanguard Experience 2012 - 2013
Job Empowering sales organizations to realize success through social selling
Industry Internet
Experience
LinkedIn 2015 - Present
United Nations Development Programme 2014 - 2014
Vanguard 2012 - 2013
Vanguard 2010 - 2012
Valley of the Sun United Way 2009 - 2010
Vanguard 2008 - 2009
Education
Arizona State University
Master of Business Administration (M.B.A.), International Business, Leadership
Wharton School of Business
Certified Investment Management Analyst (r) Certification (CIMA)
San Diego State University-California State University
Bachelor's Degree, Finance and Financial Management Services
Central Kitsap High School
LinkedIn 2015 - Present
United Nations Development Programme 2014 - 2014
Vanguard 2012 - 2013
Vanguard 2010 - 2012
Valley of the Sun United Way 2009 - 2010
Vanguard 2008 - 2009
Education
Arizona State University
Master of Business Administration (M.B.A.), International Business, Leadership
Wharton School of Business
Certified Investment Management Analyst (r) Certification (CIMA)
San Diego State University-California State University
Bachelor's Degree, Finance and Financial Management Services
Central Kitsap High School
Christopher Lockwood's Vanguard Experience October 2013 - November 2014
Job Internal Wholesaler at Cole Capital
Industry Financial Services
Experience
Cole Capital November 2014 - Present
Vanguard October 2013 - November 2014
Vanguard August 2011 - August 2013
Vanguard July 2010 - August 2011
Vanguard Mutual Funds August 2008 - August 2011
Diversified Human Resources July 2008 - August 2008
Parking Management Services March 2007 - July 2008
Merrill Lynch January 2008 - June 2008
Iconic Marketing November 2006 - June 2007
Skills
Mutual Funds, Series 7, Series 63, Consultative Sales..., Customer Relations, Personal Finance, Investments, Retirement, Direct Sales, Series 6, Manage Client..., Sales, Building Relationships, Customer Service, Business Development, Insurance, Marketing, CRM, Financial Analysis, Finance
Education
Arizona State University 2004 — 2008
Bachelor of Interndisciplinary Studies, Business, Communications
Cole Capital November 2014 - Present
Vanguard October 2013 - November 2014
Vanguard August 2011 - August 2013
Vanguard July 2010 - August 2011
Vanguard Mutual Funds August 2008 - August 2011
Diversified Human Resources July 2008 - August 2008
Parking Management Services March 2007 - July 2008
Merrill Lynch January 2008 - June 2008
Iconic Marketing November 2006 - June 2007
Skills
Mutual Funds, Series 7, Series 63, Consultative Sales..., Customer Relations, Personal Finance, Investments, Retirement, Direct Sales, Series 6, Manage Client..., Sales, Building Relationships, Customer Service, Business Development, Insurance, Marketing, CRM, Financial Analysis, Finance
Education
Arizona State University 2004 — 2008
Bachelor of Interndisciplinary Studies, Business, Communications
Alexis Alvarado Alexis Alvarado's Vanguard Experience August 2015 - Present
Job Financial Planning Intern at the M Group & Associates
Industry Financial Services
Experience
Vanguard August 2015 - Present
Arizona State University December 2012 - April 2015
The M Group & Associates January 2014 - May 2014
Converse July 2013 - December 2013
Mary Kay Inc. September 2011 - December 2013
Skills
PowerPoint, Microsoft Excel, Finance, Financial Analysis, Veterans Benefits, Strategic Financial..., Investments, Retail, Spanish, PeopleSoft, VA-ONCE
Education
Arizona State University 2013 — 2015
Bachelor of Applied Science (B.A.Sc.), Finance, General
Estrella Mountain Community College 2012 — 2012
Finance, General
Vanguard University of Southern California 2011 — 2012
International Business
Vanguard August 2015 - Present
Arizona State University December 2012 - April 2015
The M Group & Associates January 2014 - May 2014
Converse July 2013 - December 2013
Mary Kay Inc. September 2011 - December 2013
Skills
PowerPoint, Microsoft Excel, Finance, Financial Analysis, Veterans Benefits, Strategic Financial..., Investments, Retail, Spanish, PeopleSoft, VA-ONCE
Education
Arizona State University 2013 — 2015
Bachelor of Applied Science (B.A.Sc.), Finance, General
Estrella Mountain Community College 2012 — 2012
Finance, General
Vanguard University of Southern California 2011 — 2012
International Business
Christopher Ganser Christopher Ganser's Vanguard Experience March 2013 - May 2013
Job Transportaion Specialist
Industry Package/Freight Delivery
Experience
Carey Limousine January 2014 - Present
Sunrise United Methodist Church February 2007 - Present
Bourgade Catholic High School July 2014 - July 2015
•Arizona Limousine March 2014 - March 2015
Heritage Elementary School January 2014 - July 2014
Best Western International April 2014 - May 2014
MedImpact May 2013 - November 2013
Vanguard March 2013 - May 2013
FedEx March 2000 - July 2012
PepsiCo March 1998 - February 2000
Skills
Air Freight, Shipping, Transportation, Customer Service, Logistics, Transportation..., Customer Satisfaction, Operations Management, International Logistics, Case Managment, Leadership, Management, Team Leadership, Training, Sales, Security, Coaching, CRM, Software Documentation, Process Scheduler, Marketing, Event Management, Team Building, Time Management, Process Improvement, Hiring, Inventory Management, Employee Relations, Fundraising, Human Resources, Recruiting, Leadership Development, Employee Training, Outlook, Data Entry, Interviews, Cold Calling, Supervisory Skills, Account Management, Social Networking, Access, Budgets, Organizational..., Analysis, Call Centers, Program Management, Administration, Conflict Resolution, Negotiation, Public Speaking
Education
Arizona State University 1980 — 1983
Bachelor of Arts (BA), Speech Communication and Rhetoric
Scottsdale Community College 1978 — 1980
Bachelor's degree, General Studies
Coronado High School 1974 — 1978
General Studies, General Studies
Carey Limousine January 2014 - Present
Sunrise United Methodist Church February 2007 - Present
Bourgade Catholic High School July 2014 - July 2015
•Arizona Limousine March 2014 - March 2015
Heritage Elementary School January 2014 - July 2014
Best Western International April 2014 - May 2014
MedImpact May 2013 - November 2013
Vanguard March 2013 - May 2013
FedEx March 2000 - July 2012
PepsiCo March 1998 - February 2000
Skills
Air Freight, Shipping, Transportation, Customer Service, Logistics, Transportation..., Customer Satisfaction, Operations Management, International Logistics, Case Managment, Leadership, Management, Team Leadership, Training, Sales, Security, Coaching, CRM, Software Documentation, Process Scheduler, Marketing, Event Management, Team Building, Time Management, Process Improvement, Hiring, Inventory Management, Employee Relations, Fundraising, Human Resources, Recruiting, Leadership Development, Employee Training, Outlook, Data Entry, Interviews, Cold Calling, Supervisory Skills, Account Management, Social Networking, Access, Budgets, Organizational..., Analysis, Call Centers, Program Management, Administration, Conflict Resolution, Negotiation, Public Speaking
Education
Arizona State University 1980 — 1983
Bachelor of Arts (BA), Speech Communication and Rhetoric
Scottsdale Community College 1978 — 1980
Bachelor's degree, General Studies
Coronado High School 1974 — 1978
General Studies, General Studies
Christopher Sconzo Christopher Sconzo's Vanguard Experience July 2014 - Present
Job Communication Administrator at Vanguard
Industry Telecommunications
Experience
Vanguard July 2014 - Present
Vanguard August 2012 - Present
T-Mobile August 2010 - August 2012
CBS Television Distribution May 2010 - September 2010
Skills
Motorcycle, Motivation, Business Development, Business, Customer Service, Community Outreach, Twitter, Entrepreneurship
Education
Arizona State University 2008 — 2012
Bachelor's degree, Interdisciplinary Studies
Vanguard July 2014 - Present
Vanguard August 2012 - Present
T-Mobile August 2010 - August 2012
CBS Television Distribution May 2010 - September 2010
Skills
Motorcycle, Motivation, Business Development, Business, Customer Service, Community Outreach, Twitter, Entrepreneurship
Education
Arizona State University 2008 — 2012
Bachelor's degree, Interdisciplinary Studies
Corey Malone Corey Malone's Vanguard Experience May 2013 - Present
Job Brokerage Investment Professional at Vanguard
Industry Financial Services
Experience
Vanguard May 2013 - Present
Skills
Data Entry, Inventory Management, PowerPoint, Teamwork, Customer Service, Time Management, Economics, Customer Satisfaction, Microsoft Excel, Research, Finance, Leadership, Leadership Development, Critical Thinking, Event Planning, Training, Management, Microsoft Office, Data Analysis, Outlook, Public Speaking, Social Media, Microsoft Word, Financial Analysis, Investments, Marketing, Portfolio Management, Sales
Education
Arizona State University 2015 — 2016
Master of Business Administration (MBA), Finance
Washington State University 2009 — 2013
B.A, Business Administration; Major Finance
Washington State University 2009 — 2013
B.S, Economics; Financial Markets Option
Vanguard May 2013 - Present
Skills
Data Entry, Inventory Management, PowerPoint, Teamwork, Customer Service, Time Management, Economics, Customer Satisfaction, Microsoft Excel, Research, Finance, Leadership, Leadership Development, Critical Thinking, Event Planning, Training, Management, Microsoft Office, Data Analysis, Outlook, Public Speaking, Social Media, Microsoft Word, Financial Analysis, Investments, Marketing, Portfolio Management, Sales
Education
Arizona State University 2015 — 2016
Master of Business Administration (MBA), Finance
Washington State University 2009 — 2013
B.A, Business Administration; Major Finance
Washington State University 2009 — 2013
B.S, Economics; Financial Markets Option
Loris Llazani Loris Llazani's Vanguard Experience May 2015 - July 2015
Job Summer Intern at Vanguard
Industry Financial Services
Experience
Vanguard May 2015 - July 2015
Nuverra Environmental Solutions June 2014 - May 2015
ASU Foundation for A New American University March 2013 - May 2014
Skills
Financial Modeling, Microsoft Office, Economics, Real Estate Transactions, PowerPoint, Financial Analysis, Accounting, Finance
Education
Arizona State University 2012 — 2016
Bachelor of Science (B.S.), Finance & Economics
Vanguard May 2015 - July 2015
Nuverra Environmental Solutions June 2014 - May 2015
ASU Foundation for A New American University March 2013 - May 2014
Skills
Financial Modeling, Microsoft Office, Economics, Real Estate Transactions, PowerPoint, Financial Analysis, Accounting, Finance
Education
Arizona State University 2012 — 2016
Bachelor of Science (B.S.), Finance & Economics
Kent Markwart Kent Markwart's Vanguard Experience March 2015 - Present
Job Team Leader in Participant Services Quality Team at Vanguard
Industry Financial Services
Experience
Vanguard March 2015 - Present
Vanguard March 2010 - February 2015
Vanguard September 2008 - March 2010
Vanguard June 2004 - September 2008
Arizona State University March 2003 - May 2004
Arizona State University October 1999 - May 2004
Arizona State University June 1997 - October 1999
Skills
Retirement, Series 63, Investments, 401k, Microsoft Office, Change Management, Retirement Planning, Coaching, Call Center, Leadership Development, Series 6, Leadership, Analysis, IRA's, Series 7, Finance, Financial Services, Mutual Funds, Relationship Management, Management, Securities, Customer Service, Process Improvement
Education
Arizona State University 1994 — 1998
Bachelor of Arts, English
Scottsdale Community College 1990 — 1994
Associate of Arts, Arizona General Education Curriculum (AGEC-A) certificate
Horizon High School 1986 — 1990
High School Diploma
Vanguard March 2015 - Present
Vanguard March 2010 - February 2015
Vanguard September 2008 - March 2010
Vanguard June 2004 - September 2008
Arizona State University March 2003 - May 2004
Arizona State University October 1999 - May 2004
Arizona State University June 1997 - October 1999
Skills
Retirement, Series 63, Investments, 401k, Microsoft Office, Change Management, Retirement Planning, Coaching, Call Center, Leadership Development, Series 6, Leadership, Analysis, IRA's, Series 7, Finance, Financial Services, Mutual Funds, Relationship Management, Management, Securities, Customer Service, Process Improvement
Education
Arizona State University 1994 — 1998
Bachelor of Arts, English
Scottsdale Community College 1990 — 1994
Associate of Arts, Arizona General Education Curriculum (AGEC-A) certificate
Horizon High School 1986 — 1990
High School Diploma
Vanessa Palacios, CRPC® Vanessa Palacios, CRPC®'s Vanguard Experience June 2003 - June 2006
Job Financial Services Professional
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2014 - August 2015
University of Phoenix June 2009 - November 2013
American Funds August 2006 - May 2009
Vanguard June 2003 - June 2006
Vanguard April 2002 - June 2003
Vanguard June 2000 - April 2002
Skills
Critical Thinking, Student Financial Aid, Strategic Financial..., Spanish, Problem Solving, CRPC, Employee Training, Team-oriented, Oral & Written..., Telephone Skills, Written & Oral..., Close Attention to..., Motivated self-starter, Financial Services, Training, Finance, Organizational..., Interpersonal..., Personal Finance, Teaching Adults, Microsoft Applications, Mental Health Counseling, Spanish-speaking, Public Speaking
Education
University of Phoenix 2009 — 2012
Masters of Science, Mental Health Counseling/Counselor
Arizona State University 1997 — 2000
Bachelor of Interdisciplinary Studies, Business and Tourism
Temple University 1996 — 1997
Ameriprise Financial Services, Inc. January 2014 - August 2015
University of Phoenix June 2009 - November 2013
American Funds August 2006 - May 2009
Vanguard June 2003 - June 2006
Vanguard April 2002 - June 2003
Vanguard June 2000 - April 2002
Skills
Critical Thinking, Student Financial Aid, Strategic Financial..., Spanish, Problem Solving, CRPC, Employee Training, Team-oriented, Oral & Written..., Telephone Skills, Written & Oral..., Close Attention to..., Motivated self-starter, Financial Services, Training, Finance, Organizational..., Interpersonal..., Personal Finance, Teaching Adults, Microsoft Applications, Mental Health Counseling, Spanish-speaking, Public Speaking
Education
University of Phoenix 2009 — 2012
Masters of Science, Mental Health Counseling/Counselor
Arizona State University 1997 — 2000
Bachelor of Interdisciplinary Studies, Business and Tourism
Temple University 1996 — 1997
Cherish Porter Cherish Porter's Vanguard Experience April 2011 - Present
Job CRM Supervisor at Vanguard
Industry Financial Services
Experience
Vanguard April 2011 - Present
Vanguard June 2008 - April 2011
Vanguard August 2009 - December 2009
I.C.A.N. - Improving Chandler Area Neighborhoods June 2006 - April 2007
Skills
Leadership
Education
Keller Graduate School of Management of DeVry University 2007 — 2010
Master of Business Administration (M.B.A.), Business Administration and Management, General, Distinguished Honors
Arizona State University 2002 — 2006
Bachelor's Degree, Justice Studies, Dean's List Recipient 2003-2006
Vanguard April 2011 - Present
Vanguard June 2008 - April 2011
Vanguard August 2009 - December 2009
I.C.A.N. - Improving Chandler Area Neighborhoods June 2006 - April 2007
Skills
Leadership
Education
Keller Graduate School of Management of DeVry University 2007 — 2010
Master of Business Administration (M.B.A.), Business Administration and Management, General, Distinguished Honors
Arizona State University 2002 — 2006
Bachelor's Degree, Justice Studies, Dean's List Recipient 2003-2006
Maya Richardson Maya Richardson's Vanguard Experience June 2003 - Present
Job Client Relationship Administrator, QKA
Industry Financial Services
Experience
Vanguard June 2003 - Present
Skills
Customer Service, Mutual Funds, 401k, Leadership, Financial Services, Defined Contribution, ERISA, Microsoft Excel, Strategic Planning, Retirement, Relationship Management, Analysis, Microsoft Office
Education
Arizona State University 2000 — 2002
Bachelor of Science, Human Resource Management
Glendale Community College 1997 — 2000
Associate’s Degree
Vanguard June 2003 - Present
Skills
Customer Service, Mutual Funds, 401k, Leadership, Financial Services, Defined Contribution, ERISA, Microsoft Excel, Strategic Planning, Retirement, Relationship Management, Analysis, Microsoft Office
Education
Arizona State University 2000 — 2002
Bachelor of Science, Human Resource Management
Glendale Community College 1997 — 2000
Associate’s Degree
Clint Mortensen Clint Mortensen's Vanguard Experience June 2013 - Present
Job Implementation Consultant at Vanguard
Industry Financial Services
Experience
Vanguard June 2013 - Present
Vanguard April 2007 - June 2013
Vanguard January 2001 - April 2007
Vanguard September 1998 - January 2001
Skills
Mutual Funds, Series 63, 401k, Project Management, Risk Management, Financial Services, People Management, Conversions, Data Conversion, Sales Support, Client Relationship..., Institutional Asset..., Relationship Management, Series 6, Retirement, Sales Presentations, Sales, Asset Allocation, Series 7
Education
Keller Graduate School of Management of DeVry University 1999 — 2002
MBA, Business
Arizona State University 1996 — 1998
B.S., Global Business / Finance
Vanguard June 2013 - Present
Vanguard April 2007 - June 2013
Vanguard January 2001 - April 2007
Vanguard September 1998 - January 2001
Skills
Mutual Funds, Series 63, 401k, Project Management, Risk Management, Financial Services, People Management, Conversions, Data Conversion, Sales Support, Client Relationship..., Institutional Asset..., Relationship Management, Series 6, Retirement, Sales Presentations, Sales, Asset Allocation, Series 7
Education
Keller Graduate School of Management of DeVry University 1999 — 2002
MBA, Business
Arizona State University 1996 — 1998
B.S., Global Business / Finance
Christine Malloy Christine Malloy's Vanguard Experience September 2011 - March 2015
Job Vice President Hedge Fund Services at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation March 2015 - Present
Vanguard September 2011 - March 2015
Vanguard October 2009 - September 2011
Vanguard September 2007 - October 2009
Vanguard July 2005 - September 2007
Skills
Series 63, Mutual Funds, Financial Services, Relationship Management, Leadership, Investments, FINRA, Process Improvement, General Management, ETFs, Series 6, Series 26, Program Execution, Strategic Planning, Process Optimization, Operations Management, Business Continuity, Needs Assessment, Team Leadership, Talent Management, Legal Compliance, Project Management, Customer Service, Call Centers, Technology Integration, Technology Change..., Change Management, Marketing Communications, Presentation Skills, Compliance, Risk Management, Control Testing, Training, Hiring
Education
Arizona State University 2001 — 2005
Business and Communication
Northern Trust Corporation March 2015 - Present
Vanguard September 2011 - March 2015
Vanguard October 2009 - September 2011
Vanguard September 2007 - October 2009
Vanguard July 2005 - September 2007
Skills
Series 63, Mutual Funds, Financial Services, Relationship Management, Leadership, Investments, FINRA, Process Improvement, General Management, ETFs, Series 6, Series 26, Program Execution, Strategic Planning, Process Optimization, Operations Management, Business Continuity, Needs Assessment, Team Leadership, Talent Management, Legal Compliance, Project Management, Customer Service, Call Centers, Technology Integration, Technology Change..., Change Management, Marketing Communications, Presentation Skills, Compliance, Risk Management, Control Testing, Training, Hiring
Education
Arizona State University 2001 — 2005
Business and Communication
Heather Garvin Heather Garvin's Vanguard Experience July 2015 - Present
Job Client Relations Specialist at Vanguard
Industry Financial Services
Experience
Vanguard July 2015 - Present
InTheMix Live Marketing & Special Events April 2014 - June 2015
SunHarvest Solar July 2014 - May 2015
Firehouse February 2013 - February 2014
The Daily Grill November 2011 - July 2012
Hollister Co. August 2009 - December 2011
Star Struck Dance Studio January 2009 - May 2009
Skills
Sales, Leadership, Customer Service, Sustainability, Teamwork, Networking, Community Service, Social Media, Event Planning, Environmental Awareness, Social Networking, Retail, Microsoft Word, Cashiering, Loss Prevention, Retail Sales Experience, Bookkeeping, Microsoft Excel, PowerPoint, Time Management, Telephone Skills, Hosting, Organization, Teaching, Sustainable Energy, Sustainable Business, Solar Energy
Education
Arizona State University 2012 — 2014
Bachelor's Degree, Business Sustainability, 3.37 Cumulative GPA
College of the Desert 2009 — 2012
Business Sustainability
Yucca Valley High School 2005 — 2009
High School Diploma
Vanguard July 2015 - Present
InTheMix Live Marketing & Special Events April 2014 - June 2015
SunHarvest Solar July 2014 - May 2015
Firehouse February 2013 - February 2014
The Daily Grill November 2011 - July 2012
Hollister Co. August 2009 - December 2011
Star Struck Dance Studio January 2009 - May 2009
Skills
Sales, Leadership, Customer Service, Sustainability, Teamwork, Networking, Community Service, Social Media, Event Planning, Environmental Awareness, Social Networking, Retail, Microsoft Word, Cashiering, Loss Prevention, Retail Sales Experience, Bookkeeping, Microsoft Excel, PowerPoint, Time Management, Telephone Skills, Hosting, Organization, Teaching, Sustainable Energy, Sustainable Business, Solar Energy
Education
Arizona State University 2012 — 2014
Bachelor's Degree, Business Sustainability, 3.37 Cumulative GPA
College of the Desert 2009 — 2012
Business Sustainability
Yucca Valley High School 2005 — 2009
High School Diploma
Ryan Tucci, AIF®'s Vanguard Experience June 2006 - February 2010
Job Manager at Innovest Portfolio Solutions
Industry Financial Services
Experience
Innovest Portfolio Solutions April 2014 - Present
Innovest Portfolio Solutions January 2014 - April 2014
InSight Employee Benefit Communications January 2010 - December 2013
Vanguard June 2006 - February 2010
Vanguard April 2004 - June 2006
Skills
401k, Retirement Planning, Retirement, Employee Benefits, Asset Allocation, CRM, Customer Service, ERISA, Retirement Plan..., Due Diligence, Defined Contribution, Benefits Administration, Business Planning, Plan Design, Plan Administration, 401(a), 457 Plans, RFP Design, RFP Generation, RFI, Fiduciary Services, Process Improvement, Process Management, Business Writing, Writing, Problem Solving, Defined Benefit, Customer Relations, Mutual Funds
Education
Arizona State University 2000 — 2003
Integrated Studies, International Business & Italian
Innovest Portfolio Solutions April 2014 - Present
Innovest Portfolio Solutions January 2014 - April 2014
InSight Employee Benefit Communications January 2010 - December 2013
Vanguard June 2006 - February 2010
Vanguard April 2004 - June 2006
Skills
401k, Retirement Planning, Retirement, Employee Benefits, Asset Allocation, CRM, Customer Service, ERISA, Retirement Plan..., Due Diligence, Defined Contribution, Benefits Administration, Business Planning, Plan Design, Plan Administration, 401(a), 457 Plans, RFP Design, RFP Generation, RFI, Fiduciary Services, Process Improvement, Process Management, Business Writing, Writing, Problem Solving, Defined Benefit, Customer Relations, Mutual Funds
Education
Arizona State University 2000 — 2003
Integrated Studies, International Business & Italian
Alexis Schumann Wherry Alexis Schumann Wherry's Vanguard Experience 1998 - 2002
Job Regulatory Affairs AIG Advisor Group
Industry Financial Services
Experience
AIG Advisor Group April 2014 - Present
SagePoint Financial August 2012 - April 2014
The Householder Group August 2011 - August 2012
Compliance Advisory Services, Inc. January 2011 - July 2011
ING Funds September 2005 - June 2010
AIG SunAmerica 2002 - September 2005
AIG Advisor Group 2002 - 2005
Vanguard 1998 - 2002
Skills
AML, Financial Policies &..., General Securities..., General Securities..., Registered Investment..., Cash/Non-Cash Approvals, Internal Audit, FINRA, Securities, Series 24, SEC, Broker-Dealer
Education
Arizona State University 1992 — 1998
Bachelor's degree, Political Science and Government
Saguaro High School 1989 — 1992
Hudson High Scool 1988 — 1992
AIG Advisor Group April 2014 - Present
SagePoint Financial August 2012 - April 2014
The Householder Group August 2011 - August 2012
Compliance Advisory Services, Inc. January 2011 - July 2011
ING Funds September 2005 - June 2010
AIG SunAmerica 2002 - September 2005
AIG Advisor Group 2002 - 2005
Vanguard 1998 - 2002
Skills
AML, Financial Policies &..., General Securities..., General Securities..., Registered Investment..., Cash/Non-Cash Approvals, Internal Audit, FINRA, Securities, Series 24, SEC, Broker-Dealer
Education
Arizona State University 1992 — 1998
Bachelor's degree, Political Science and Government
Saguaro High School 1989 — 1992
Hudson High Scool 1988 — 1992
Iain Ballentine, MBA Iain Ballentine, MBA's Vanguard Experience June 2012 - August 2013
Job Senior Consultant Internal Audit at CVS Health | MBA in Global Finance | TBird
Industry Financial Services
Experience
Viacom May 2014 - August 2014
Vanguard June 2012 - August 2013
Vanguard November 2011 - May 2012
Vanguard May 2010 - November 2011
Rock Solid Inc. October 2007 - January 2008
The Church of Jesus Christ of Latter-day Saints - Human Resources November 2002 - November 2004
Skills
Microsoft Excel, Finance, Investments, Public Speaking, Financial Services, Microsoft Office, Process Improvement, Mutual Funds, Financial Analysis, CRM, Customer Service, Microsoft Word, Coaching, Series 63, Team Building, Relationship Management, Series 7, Strategic Planning, Series 6, Financial Modeling, Asset Allocation, Training, Investment Strategies, 401k, Retirement, Securities, ETFs, Retirement Planning, Investment Management, Alternative Investments, Trading, Financial Markets, Internal Audit, Bonds, Options, Derivatives, Futures Trading, Leadership
Education
Thunderbird School of Global Management 2013 — 2015
Master of Business Administration (MBA), Global Finance & International Business, 3.65
Arizona State University 2006 — 2009
Bachelor's degree, Business Finance
Viacom May 2014 - August 2014
Vanguard June 2012 - August 2013
Vanguard November 2011 - May 2012
Vanguard May 2010 - November 2011
Rock Solid Inc. October 2007 - January 2008
The Church of Jesus Christ of Latter-day Saints - Human Resources November 2002 - November 2004
Skills
Microsoft Excel, Finance, Investments, Public Speaking, Financial Services, Microsoft Office, Process Improvement, Mutual Funds, Financial Analysis, CRM, Customer Service, Microsoft Word, Coaching, Series 63, Team Building, Relationship Management, Series 7, Strategic Planning, Series 6, Financial Modeling, Asset Allocation, Training, Investment Strategies, 401k, Retirement, Securities, ETFs, Retirement Planning, Investment Management, Alternative Investments, Trading, Financial Markets, Internal Audit, Bonds, Options, Derivatives, Futures Trading, Leadership
Education
Thunderbird School of Global Management 2013 — 2015
Master of Business Administration (MBA), Global Finance & International Business, 3.65
Arizona State University 2006 — 2009
Bachelor's degree, Business Finance
Nish Menon's Vanguard Experience July 2014 - Present
Job Investment Professional
Industry Financial Services
Experience
Vanguard July 2014 - Present
Vanguard October 2013 - July 2014
GannettLocal 2012 - 2013
American Campus Communities December 2009 - May 2011
Skills
Connecting People, Direct Input, Intellectual, Strategist, Knowledge-hungry Learner, CRM, Sales
Education
Arizona State University 2008 — 2013
Bachelor of Arts (B.A.)
Vanguard July 2014 - Present
Vanguard October 2013 - July 2014
GannettLocal 2012 - 2013
American Campus Communities December 2009 - May 2011
Skills
Connecting People, Direct Input, Intellectual, Strategist, Knowledge-hungry Learner, CRM, Sales
Education
Arizona State University 2008 — 2013
Bachelor of Arts (B.A.)
Konswella Bentley Konswella Bentley's Vanguard Experience May 2012 - August 2012
Job Internal Auditor at TMNA Services
Industry Accounting
Experience
TMNA Services, LLC. December 2013 - Present
Ernst & Young October 2012 - November 2013
Vanguard May 2012 - August 2012
QVC June 2011 - August 2011
Micron Technologies October 2005 - December 2009
DaimlerChrysler March 2001 - October 2005
Education
Arcadia University 2012 — 2014
MBA, International Business
Temple University - Fox School of Business and Management 2010 — 2012
BBA, Accounting
Montgomery County Community College 2006 — 2009
AAS, Accounting
TMNA Services, LLC. December 2013 - Present
Ernst & Young October 2012 - November 2013
Vanguard May 2012 - August 2012
QVC June 2011 - August 2011
Micron Technologies October 2005 - December 2009
DaimlerChrysler March 2001 - October 2005
Education
Arcadia University 2012 — 2014
MBA, International Business
Temple University - Fox School of Business and Management 2010 — 2012
BBA, Accounting
Montgomery County Community College 2006 — 2009
AAS, Accounting
Laurence Grant Laurence Grant's Vanguard Experience July 2014 - Present
Job Chief Cloud Architect, Office of the CTO at Vanguard
Industry Computer Software
Experience
Vanguard July 2014 - Present
EMC January 2011 - July 2014
Oracle September 2008 - January 2011
VMware April 2007 - September 2008
Talk America August 1997 - April 2007
Informix Software January 1990 - August 1997
Skills
Data Center, Software Development, SOA, Disaster Recovery, SaaS, Cloud Computing, Integration, Enterprise Software, Virtualization, PaaS, SDLC, VMware, Pre-sales, Databases, Project Management, Storage, Security, High Availability, Oracle, Linux, Architecture, CRM, Java Enterprise Edition, Management, Operating Systems, Microsoft SQL Server, Managed Services, Servers, Strategy, Networking, Solution Architecture, Software Engineering, Enterprise Architecture, Network Security, Infrastructure
Education
Arcadia University
Temple University
Vanguard July 2014 - Present
EMC January 2011 - July 2014
Oracle September 2008 - January 2011
VMware April 2007 - September 2008
Talk America August 1997 - April 2007
Informix Software January 1990 - August 1997
Skills
Data Center, Software Development, SOA, Disaster Recovery, SaaS, Cloud Computing, Integration, Enterprise Software, Virtualization, PaaS, SDLC, VMware, Pre-sales, Databases, Project Management, Storage, Security, High Availability, Oracle, Linux, Architecture, CRM, Java Enterprise Edition, Management, Operating Systems, Microsoft SQL Server, Managed Services, Servers, Strategy, Networking, Solution Architecture, Software Engineering, Enterprise Architecture, Network Security, Infrastructure
Education
Arcadia University
Temple University
Jessica Batory Jessica Batory's Vanguard Experience April 2013 - Present
Job Internal Talent Advisor at Vanguard
Industry Human Resources
Experience
Vanguard April 2013 - Present
Hunkapi Non-Profit Equine Therapy Program January 2011 - Present
Vanguard March 2011 - April 2013
Yelp.com April 2010 - October 2010
Discover France May 2008 - February 2010
Border Trade Alliance August 2007 - December 2007
Arizona Biltmore October 2005 - November 2006
Elgin National Industries May 2005 - July 2005
Skills
Social Media Marketing, Microsoft Office, Market Planning, Research, Telephone Skills, Web Design, Organization, Time Management, Sales, Marketing, Recruiting, Marketing Strategy, Microsoft Excel, Market Research, Human Resources, SEO, Social Networking, International Business, Interviews, Facebook, Relationship Management, Event Planning, Salesforce.com, Google Adwords, Teamwork
Education
Arizona State University 2004 — 2008
Two Bachelor's Degrees, International Business and French; Psychology
Downers Grove North High School 2000 — 2004
Vanguard April 2013 - Present
Hunkapi Non-Profit Equine Therapy Program January 2011 - Present
Vanguard March 2011 - April 2013
Yelp.com April 2010 - October 2010
Discover France May 2008 - February 2010
Border Trade Alliance August 2007 - December 2007
Arizona Biltmore October 2005 - November 2006
Elgin National Industries May 2005 - July 2005
Skills
Social Media Marketing, Microsoft Office, Market Planning, Research, Telephone Skills, Web Design, Organization, Time Management, Sales, Marketing, Recruiting, Marketing Strategy, Microsoft Excel, Market Research, Human Resources, SEO, Social Networking, International Business, Interviews, Facebook, Relationship Management, Event Planning, Salesforce.com, Google Adwords, Teamwork
Education
Arizona State University 2004 — 2008
Two Bachelor's Degrees, International Business and French; Psychology
Downers Grove North High School 2000 — 2004
Aaron Saltmarsh, CFP®'s Vanguard Experience February 2015 - Present
Job Manager, Vanguard Retail Retirement Center
Industry Financial Services
Experience
Vanguard February 2015 - Present
Vanguard October 2011 - 2015
Vanguard September 2009 - October 2011
Vanguard August 2007 - November 2009
Skills
Organizational..., Insurance, Investments, Mutual Funds, Leadership, CFP®, Series 6, Fixed Annuities, 401k, Retirement Planning, Series 63, Relationship Management, Series 7, Retirement
Education
Drexel University 2014 — 2016
Master of Business Administration (MBA), Business Administration, Management and Operations
Arizona State University 2002 — 2004
BA, History
The University of North Dakota 1997 — 2001
BA, Economics
Vanguard February 2015 - Present
Vanguard October 2011 - 2015
Vanguard September 2009 - October 2011
Vanguard August 2007 - November 2009
Skills
Organizational..., Insurance, Investments, Mutual Funds, Leadership, CFP®, Series 6, Fixed Annuities, 401k, Retirement Planning, Series 63, Relationship Management, Series 7, Retirement
Education
Drexel University 2014 — 2016
Master of Business Administration (MBA), Business Administration, Management and Operations
Arizona State University 2002 — 2004
BA, History
The University of North Dakota 1997 — 2001
BA, Economics
Nikunj Shah's Vanguard Experience August 2013 - March 2015
Job Technical Team Lead, GradTech Program Entech
Industry Computer Software
Experience
Entech March 2015 - Present
Vanguard August 2013 - March 2015
Vanguard May 2012 - August 2013
Vanguard June 2008 - May 2012
United Way of Southeastern Pennsylvania August 2010 - December 2010
Arcadia University September 2005 - May 2008
AdminServer September 2007 - April 2008
Commonwealth of Pennsylvania May 2006 - August 2006
Skills
HTML, Java, JavaScript, CSS, Team-oriented, Non-profits, Building Relationships, Community Outreach, Software, jQuery, jQuery UI, SharePoint, C#, Lotus Domino, XPages, JSF, LotusScript, Software Development, Leadership, Nonprofits, Management, Microsoft Office, Agile Methodologies, Databases, Software Documentation, Visio, Research, SQL
Education
Pennsylvania State University-Great Valley Graduate Center 2009 — 2013
Master of Business Administration (M.B.A.), New Ventures & Entreprenurial Studies
Saint Joseph's University 2009 — 2010
Master of Business Administration (MBA), Non-Profit/Public/Organizational Management
Arcadia University 2004 — 2008
B.S., Computer Science
University of Otago 2007 — 2007
Non-degree, Semester Study Abroad
City University London 2004 — 2004
Non-degree, First Year Study Abroad Experience
HACC, Central Pennsylvania's Community College 2003 — 2003
Non-degree, Computer Science & Math
Entech March 2015 - Present
Vanguard August 2013 - March 2015
Vanguard May 2012 - August 2013
Vanguard June 2008 - May 2012
United Way of Southeastern Pennsylvania August 2010 - December 2010
Arcadia University September 2005 - May 2008
AdminServer September 2007 - April 2008
Commonwealth of Pennsylvania May 2006 - August 2006
Skills
HTML, Java, JavaScript, CSS, Team-oriented, Non-profits, Building Relationships, Community Outreach, Software, jQuery, jQuery UI, SharePoint, C#, Lotus Domino, XPages, JSF, LotusScript, Software Development, Leadership, Nonprofits, Management, Microsoft Office, Agile Methodologies, Databases, Software Documentation, Visio, Research, SQL
Education
Pennsylvania State University-Great Valley Graduate Center 2009 — 2013
Master of Business Administration (M.B.A.), New Ventures & Entreprenurial Studies
Saint Joseph's University 2009 — 2010
Master of Business Administration (MBA), Non-Profit/Public/Organizational Management
Arcadia University 2004 — 2008
B.S., Computer Science
University of Otago 2007 — 2007
Non-degree, Semester Study Abroad
City University London 2004 — 2004
Non-degree, First Year Study Abroad Experience
HACC, Central Pennsylvania's Community College 2003 — 2003
Non-degree, Computer Science & Math
Chris Hartwig, CFP®'s Vanguard Experience September 2014 - Present
Job Certified Financial Planner at Vanguard
Industry Financial Services
Experience
Vanguard September 2014 - Present
Vanguard October 2010 - Present
Vanguard June 2005 - September 2010
Arizona State University August 2003 - May 2005
Skills
Mutual Funds, Financial Planning, Retirement Planning, Portfolio Management, Series 7, Certified Financial..., Series 65, Retirement
Education
Arizona State University 2001 — 2005
B.S., Economics
Vanguard September 2014 - Present
Vanguard October 2010 - Present
Vanguard June 2005 - September 2010
Arizona State University August 2003 - May 2005
Skills
Mutual Funds, Financial Planning, Retirement Planning, Portfolio Management, Series 7, Certified Financial..., Series 65, Retirement
Education
Arizona State University 2001 — 2005
B.S., Economics
Nick Catsoules, MBA's Vanguard Experience March 2014 - Present
Job Client Manager Flagship at Vanguard
Industry Financial Services
Experience
Vanguard March 2014 - Present
Arizona State University November 2011 - March 2014
Desert Schools Federal Credit Union June 2009 - November 2011
Wachovia Securities October 2008 - April 2009
Wachovia Securities, LLC 2008 - 2009
THMC Insurance Agency, Inc 2006 - 2008
Refinanceyourcar.com 2005 - 2006
TruWest Credit Union 2003 - 2005
TruWest Credit Union 2001 - 2002
TruWest Credit Union 1999 - 2000
Skills
Leadership, Banking, Team Leadership, Strategic Planning, Series 63, Series 7, series 24, New Business Development, Sales Management, Coaching, Business Development, Management, Account Management, Higher Education, Credit, Finance, Sales, Marketing, Relationship Development, Selling, Marketing Strategy, Customer Service, Consultative Selling, Marketing Communications
Education
St. Edward's University 2001 — 2003
M.B.A.
Arizona State University 1990 — 1994
B.S., Business Management
Saguaro High School
La Cueva High School
Security Licenses
Series 7, 24 and 63 licenses
Vanguard March 2014 - Present
Arizona State University November 2011 - March 2014
Desert Schools Federal Credit Union June 2009 - November 2011
Wachovia Securities October 2008 - April 2009
Wachovia Securities, LLC 2008 - 2009
THMC Insurance Agency, Inc 2006 - 2008
Refinanceyourcar.com 2005 - 2006
TruWest Credit Union 2003 - 2005
TruWest Credit Union 2001 - 2002
TruWest Credit Union 1999 - 2000
Skills
Leadership, Banking, Team Leadership, Strategic Planning, Series 63, Series 7, series 24, New Business Development, Sales Management, Coaching, Business Development, Management, Account Management, Higher Education, Credit, Finance, Sales, Marketing, Relationship Development, Selling, Marketing Strategy, Customer Service, Consultative Selling, Marketing Communications
Education
St. Edward's University 2001 — 2003
M.B.A.
Arizona State University 1990 — 1994
B.S., Business Management
Saguaro High School
La Cueva High School
Security Licenses
Series 7, 24 and 63 licenses
Linda R. Curtin's Vanguard Experience September 2011 - Present
Job Vanguard
Industry Financial Services
Experience
Vanguard September 2011 - Present
Arizona State University January 2010 - May 2010
Honeywell (On-Site), Manpower Professional July 2008 - May 2009
LCC International, Inc. February 2007 - May 2008
Motorola January 1997 - September 2006
Skills
Project Management, Vendor Management, Team Leadership, Six Sigma, Integration, Financial Analysis, Disaster Recovery, Budgets, Telecommunications, Visio, Testing, Leadership, Cross-functional Team..., Systems Engineering, Software Development, Contract Negotiation, Strategic Planning, Project Planning, Strategy, Time Management, Product Management
Education
Arizona State University - W. P. Carey School of Business 2010 — 2011
MBA, Finance
Arizona State University, Mary Lou Fulton Teachers College 2008 — 2009
Graduate Certificate, Instructional Design and Performance Improvement
Florida International University 1991 — 1995
B.S., Electrical Engineering
Vanguard September 2011 - Present
Arizona State University January 2010 - May 2010
Honeywell (On-Site), Manpower Professional July 2008 - May 2009
LCC International, Inc. February 2007 - May 2008
Motorola January 1997 - September 2006
Skills
Project Management, Vendor Management, Team Leadership, Six Sigma, Integration, Financial Analysis, Disaster Recovery, Budgets, Telecommunications, Visio, Testing, Leadership, Cross-functional Team..., Systems Engineering, Software Development, Contract Negotiation, Strategic Planning, Project Planning, Strategy, Time Management, Product Management
Education
Arizona State University - W. P. Carey School of Business 2010 — 2011
MBA, Finance
Arizona State University, Mary Lou Fulton Teachers College 2008 — 2009
Graduate Certificate, Instructional Design and Performance Improvement
Florida International University 1991 — 1995
B.S., Electrical Engineering
Adam Schoenfeld's Vanguard Experience August 2012 - November 2014
Job TBD
Industry Marketing and Advertising
Experience
TBD July 2015 - Present
American Express OPEN November 2014 - July 2015
Vanguard August 2012 - November 2014
JEMAMedia January 2011 - 2012
Skills
Online Advertising, Digital Marketing, PPC, SEM, Digital Media, Social Media Marketing, Mobile Marketing, Account Management, Online Marketing, SEO, Advertising, Social Media, B2B, Marketing Strategy, New Business Development, Sales, Sales Management, Salesforce.com, Business Development, Marketing
Education
Arizona State University
Bachelor's degree, Political Science and Government
TBD July 2015 - Present
American Express OPEN November 2014 - July 2015
Vanguard August 2012 - November 2014
JEMAMedia January 2011 - 2012
Skills
Online Advertising, Digital Marketing, PPC, SEM, Digital Media, Social Media Marketing, Mobile Marketing, Account Management, Online Marketing, SEO, Advertising, Social Media, B2B, Marketing Strategy, New Business Development, Sales, Sales Management, Salesforce.com, Business Development, Marketing
Education
Arizona State University
Bachelor's degree, Political Science and Government
Laura Peirson, MBA, ARPC's Vanguard Experience May 1994 - March 1999
Job Senior Regional Sales Consultant at Ascensus
Industry Financial Services
Experience
Ascensus February 2001 - Present
Vanguard May 1994 - March 1999
Skills
401k, Asset Management, Investments, Retirement, Employee Benefits, Retirement Planning, Mutual Funds, Financial Advisory, Pensions, IRAs, 403 b, Series 63, Series 6, Investment Strategies, Series 7, Asset Allocation, Retirement Plan..., Fixed Annuities, Defined Benefit, Management
Education
Arcadia University 2013 — 2015
Master of Business Administration (MBA), MBA with Global Perspective
University of Delaware 1986 — 1990
Bachelor of Science degree in Physical Education Studies from University of Delaware, Cardiac Rehabiliation and Sports Medicine
Ascensus February 2001 - Present
Vanguard May 1994 - March 1999
Skills
401k, Asset Management, Investments, Retirement, Employee Benefits, Retirement Planning, Mutual Funds, Financial Advisory, Pensions, IRAs, 403 b, Series 63, Series 6, Investment Strategies, Series 7, Asset Allocation, Retirement Plan..., Fixed Annuities, Defined Benefit, Management
Education
Arcadia University 2013 — 2015
Master of Business Administration (MBA), MBA with Global Perspective
University of Delaware 1986 — 1990
Bachelor of Science degree in Physical Education Studies from University of Delaware, Cardiac Rehabiliation and Sports Medicine
David Raczkowski, MBA, CPM's Vanguard Experience July 2013 - November 2014
Job Project Manager at CVS Caremark
Industry Pharmaceuticals
Experience
CVS Health December 2014 - Present
Vanguard July 2013 - November 2014
Vanguard August 2011 - June 2013
Vanguard October 2010 - August 2011
Take Charge America, Inc. October 2009 - August 2010
State Farm October 2007 - May 2009
State Farm June 2007 - August 2007
Skills
Financial Analysis, Investments, Financial Modeling, Finance, Microsoft Excel, Insurance, Process Improvement, Management, Data Analysis, Business Analysis, Customer Service, Training, Credit, Visio, Project Management
Education
Arizona State University 2012 — 2013
Master of Business Administration (M.B.A.), Finance, General
University of Arizona 2006 — 2009
Bachelor of Science (B.S.), Business Administration and Management, General
CVS Health December 2014 - Present
Vanguard July 2013 - November 2014
Vanguard August 2011 - June 2013
Vanguard October 2010 - August 2011
Take Charge America, Inc. October 2009 - August 2010
State Farm October 2007 - May 2009
State Farm June 2007 - August 2007
Skills
Financial Analysis, Investments, Financial Modeling, Finance, Microsoft Excel, Insurance, Process Improvement, Management, Data Analysis, Business Analysis, Customer Service, Training, Credit, Visio, Project Management
Education
Arizona State University 2012 — 2013
Master of Business Administration (M.B.A.), Finance, General
University of Arizona 2006 — 2009
Bachelor of Science (B.S.), Business Administration and Management, General
Shanen Jean, CFP®'s Vanguard Experience June 2012 - Present
Job Wealth Management Consultant at Vanguard
Industry Financial Services
Experience
Vanguard June 2012 - Present
Vanguard June 2010 - June 2012
Skills
Series 7, Series 63, Investments, Retirement Planning, Retirement
Education
San Diego State University-California State University 2006 — 2010
Finance
Arizona State University
Vanguard June 2012 - Present
Vanguard June 2010 - June 2012
Skills
Series 7, Series 63, Investments, Retirement Planning, Retirement
Education
San Diego State University-California State University 2006 — 2010
Finance
Arizona State University
Dominick DeAngelis, CFP®'s Vanguard Experience March 2011 - February 2015
Job Financial Planner at LearnVest
Industry Financial Services
Experience
LearnVest March 2015 - Present
Vanguard March 2011 - February 2015
MF Global March 2010 - March 2011
NYSE May 2009 - July 2009
Skills
Investments, Equities, Trading, Commodity, Derivatives, Financial Markets, Securities, Bloomberg, Fixed Income, Mutual Funds, Options, Asset Allocation, Portfolio Management, Series 7, Series 63, Finance, Asset Management, Financial Planning, Financial Services, Investment Strategies, Risk Management
Education
Arizona State University
Business, American History
LearnVest March 2015 - Present
Vanguard March 2011 - February 2015
MF Global March 2010 - March 2011
NYSE May 2009 - July 2009
Skills
Investments, Equities, Trading, Commodity, Derivatives, Financial Markets, Securities, Bloomberg, Fixed Income, Mutual Funds, Options, Asset Allocation, Portfolio Management, Series 7, Series 63, Finance, Asset Management, Financial Planning, Financial Services, Investment Strategies, Risk Management
Education
Arizona State University
Business, American History
Olivia Amspacher's Vanguard Experience August 2010 - Present
Job Technical Administrator at Vanguard
Industry Financial Services
Experience
Vanguard August 2010 - Present
Vanguard September 2007 - August 2010
Skills
Mutual Funds, Investments, Retirement Planning
Education
Arcadia University 2003 — 2007
Bachelor's degree, International Business
Vanguard August 2010 - Present
Vanguard September 2007 - August 2010
Skills
Mutual Funds, Investments, Retirement Planning
Education
Arcadia University 2003 — 2007
Bachelor's degree, International Business
Phillip Fung's Vanguard Experience November 2013 - Present
Job Processing Associate at Vanguard
Industry Financial Services
Experience
Vanguard November 2013 - Present
Ceiba Technologies May 2013 - August 2013
New York Life Insurance Company June 2009 - May 2013
Skills
PowerPoint, Retirement, Retirement Planning, Disability Insurance, Life Insurance, Customer Service, Investments, Microsoft Excel, Long-term Care, Fixed Annuities, Data Analysis, Microsoft Office, Fundraising, Mutual Funds, Insurance, Spanish, Microsoft Word, Public Speaking, Series 63
Education
Arizona State University 2015 — 2017
Master of Business Administration (MBA), Finance, General
University of Arizona 2003 — 2008
Bachelors, Economics
Vanguard November 2013 - Present
Ceiba Technologies May 2013 - August 2013
New York Life Insurance Company June 2009 - May 2013
Skills
PowerPoint, Retirement, Retirement Planning, Disability Insurance, Life Insurance, Customer Service, Investments, Microsoft Excel, Long-term Care, Fixed Annuities, Data Analysis, Microsoft Office, Fundraising, Mutual Funds, Insurance, Spanish, Microsoft Word, Public Speaking, Series 63
Education
Arizona State University 2015 — 2017
Master of Business Administration (MBA), Finance, General
University of Arizona 2003 — 2008
Bachelors, Economics
Alexandra Small's Vanguard Experience September 2015 - Present
Job Privacy Professional/Data Breach Investigator/Risk Identifier/Process Improver at Vanguard
Industry Financial Services
Experience
Vanguard September 2015 - Present
Vanguard October 2013 - September 2015
Vanguard August 2012 - October 2013
Vanguard November 2008 - August 2012
Vanguard October 2007 - November 2008
Skills
Higher Education, Research, Teaching, Public Speaking, Customer Service, Data Analysis, CRM, Analysis, Microsoft Office, Leadership, PowerPoint, Microsoft Excel, Microsoft Word, Strategic Planning, Problem Solving, Time Management, Process Improvement, Event Management, Project Management, Event Planning, Marketing, Team Building, Training, Management, Risk Management
Education
Arizona State University 2010 — 2013
Master of Arts (M.A.), Early Childhood Education and Teaching
Shippensburg University of Pennsylvania 2003 — 2007
Bachelor of Arts (B.A.), Psychology
Vanguard September 2015 - Present
Vanguard October 2013 - September 2015
Vanguard August 2012 - October 2013
Vanguard November 2008 - August 2012
Vanguard October 2007 - November 2008
Skills
Higher Education, Research, Teaching, Public Speaking, Customer Service, Data Analysis, CRM, Analysis, Microsoft Office, Leadership, PowerPoint, Microsoft Excel, Microsoft Word, Strategic Planning, Problem Solving, Time Management, Process Improvement, Event Management, Project Management, Event Planning, Marketing, Team Building, Training, Management, Risk Management
Education
Arizona State University 2010 — 2013
Master of Arts (M.A.), Early Childhood Education and Teaching
Shippensburg University of Pennsylvania 2003 — 2007
Bachelor of Arts (B.A.), Psychology
Dahvede Wood's Vanguard Experience October 2014 - Present
Job Supervisor Financial Services
Industry Financial Services
Experience
Vanguard October 2014 - Present
Skills
Public Speaking, Community Outreach, Non-profits, Training, Microsoft Office, Research, Leadership, Event Planning, Customer Service, Teaching, Leadership Development, Strategic Planning, PowerPoint, Social Media, Higher Education, Data Analysis, Fundraising, Microsoft Word, Program Management, Management, Nonprofits, Editing, Policy, Project Management, Strategy, Program Development, Organizational..., Community Development, Outlook, Budgets, Volunteer Management, Social Networking, Staff Development, Time Management, Analysis, Event Management, Team Building, Critical Thinking, Project Planning, Spanish, Coaching, Teamwork, Marketing, Access, Team Leadership, Public Relations, CRM, Facebook
Education
Arizona State University, W. P. Carey School of Business 2012 — 2013
Master's degree, Business Administration and Management, General
Arizona State University 2009 — 2012
Bachelor of Arts (B.A.), Human Communication
Vanguard October 2014 - Present
Skills
Public Speaking, Community Outreach, Non-profits, Training, Microsoft Office, Research, Leadership, Event Planning, Customer Service, Teaching, Leadership Development, Strategic Planning, PowerPoint, Social Media, Higher Education, Data Analysis, Fundraising, Microsoft Word, Program Management, Management, Nonprofits, Editing, Policy, Project Management, Strategy, Program Development, Organizational..., Community Development, Outlook, Budgets, Volunteer Management, Social Networking, Staff Development, Time Management, Analysis, Event Management, Team Building, Critical Thinking, Project Planning, Spanish, Coaching, Teamwork, Marketing, Access, Team Leadership, Public Relations, CRM, Facebook
Education
Arizona State University, W. P. Carey School of Business 2012 — 2013
Master's degree, Business Administration and Management, General
Arizona State University 2009 — 2012
Bachelor of Arts (B.A.), Human Communication
Kristen Iacobelli, MBA's Vanguard Experience August 2014 - Present
Job Client Relations Specialist
Industry Financial Services
Experience
Vanguard August 2014 - Present
Arizona State University December 2012 - May 2014
Urke & Stoller, LLP December 2008 - November 2012
Geoffrey H. Edmunds & Associates October 2005 - October 2008
Swenson Realty Group March 2005 - October 2005
Troon Golf January 2004 - March 2005
JET Programme July 2002 - August 2003
Education
Arizona State University 2012 — 2014
Master of Business Administration (MBA), International Management
University of San Diego 1997 — 2001
BA, Major: Humanities, History Emphasis Minor: Business Administration
Vanguard August 2014 - Present
Arizona State University December 2012 - May 2014
Urke & Stoller, LLP December 2008 - November 2012
Geoffrey H. Edmunds & Associates October 2005 - October 2008
Swenson Realty Group March 2005 - October 2005
Troon Golf January 2004 - March 2005
JET Programme July 2002 - August 2003
Education
Arizona State University 2012 — 2014
Master of Business Administration (MBA), International Management
University of San Diego 1997 — 2001
BA, Major: Humanities, History Emphasis Minor: Business Administration
Aaron Jurgensen's Vanguard Experience October 2012 - Present
Job Integrated Client Services at Vanguard
Industry Investment Management
Experience
Vanguard October 2012 - Present
The Vanguard Group October 2010 - October 2012
Skills
Investments, Mutual Funds, Series 7, Asset Allocation, Series 63, Equities, Portfolio Management, Asset Management, Investment Strategies, Wealth Management, Investment Management, Retirement Planning, Securities, Investment Advisory
Education
Arizona State University
Vanguard October 2012 - Present
The Vanguard Group October 2010 - October 2012
Skills
Investments, Mutual Funds, Series 7, Asset Allocation, Series 63, Equities, Portfolio Management, Asset Management, Investment Strategies, Wealth Management, Investment Management, Retirement Planning, Securities, Investment Advisory
Education
Arizona State University
Alexandra Corvino's Vanguard Experience October 2014 - Present
Job Vanguard Accelerated Development Program at Vanguard
Industry Financial Services
Experience
Vanguard October 2014 - Present
Vanguard July 2013 - October 2014
Edward Jones June 2012 - August 2012
Skills
Financial Analysis, Investments, Microsoft Office, Microsoft Excel, Mutual Funds, PowerPoint, Time Management, Customer Service
Education
Arizona State University 2009 — 2013
BS, Finance, General
Arizona State University 2009 — 2013
Minor, Spanish
Arizona State University 2009 — 2013
Minor, Film/Media Production
Vanguard October 2014 - Present
Vanguard July 2013 - October 2014
Edward Jones June 2012 - August 2012
Skills
Financial Analysis, Investments, Microsoft Office, Microsoft Excel, Mutual Funds, PowerPoint, Time Management, Customer Service
Education
Arizona State University 2009 — 2013
BS, Finance, General
Arizona State University 2009 — 2013
Minor, Spanish
Arizona State University 2009 — 2013
Minor, Film/Media Production
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments