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
Lora Pedroza Lora Pedroza's Vanguard Experience November 2014 - Present
Job Client Relationship Associate at Vanguard
Industry Financial Services
Experience
Vanguard November 2014 - Present
Citizens Bank July 2012 - September 2013
The Goddard School January 2011 - April 2012
Skills
Excellent interpersonal..., Banking, Data Entry, Customer Service, Credit Cards, Cross Selling, Retail Banking, Credit, Consumer Lending, Coaching
Education
Moravian College 2007 — 2010
Bachelor of Arts (B.A.), Sociology-Law and Society
Lehigh Carbon Community College 2005 — 2007
Vanguard November 2014 - Present
Citizens Bank July 2012 - September 2013
The Goddard School January 2011 - April 2012
Skills
Excellent interpersonal..., Banking, Data Entry, Customer Service, Credit Cards, Cross Selling, Retail Banking, Credit, Consumer Lending, Coaching
Education
Moravian College 2007 — 2010
Bachelor of Arts (B.A.), Sociology-Law and Society
Lehigh Carbon Community College 2005 — 2007
Everette Parson Everette Parson's Vanguard Experience October 2011 - Present
Job Software Delivery Manager at Vanguard
Industry Financial Services
Experience
Vanguard October 2011 - Present
Vanguard January 2007 - September 2011
Vanguard January 2003 - December 2007
Vanguard November 1998 - December 2002
Skills
SDLC, Risk Management, Process Improvement, Financial Services, Software Project..., Business Process..., Agile Methodologies, Requirements Analysis, SQL, DB2, Enterprise Architecture, Visio, Team Leadership
Education
Lenoir-Rhyne University 1985 — 1988
Bachelor of Science (BS), Computer Science
Vanguard October 2011 - Present
Vanguard January 2007 - September 2011
Vanguard January 2003 - December 2007
Vanguard November 1998 - December 2002
Skills
SDLC, Risk Management, Process Improvement, Financial Services, Software Project..., Business Process..., Agile Methodologies, Requirements Analysis, SQL, DB2, Enterprise Architecture, Visio, Team Leadership
Education
Lenoir-Rhyne University 1985 — 1988
Bachelor of Science (BS), Computer Science
Andrea Weigand Andrea Weigand's Vanguard Experience November 2004 - August 2005
Job Manager, Client Services at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group August 2014 - Present
Principal Financial Group February 2012 - August 2014
Assurant Employee Benefits January 2009 - June 2011
Fiserv June 2007 - January 2009
CUNA Mutual Group September 2005 - June 2007
Vanguard November 2004 - August 2005
Vanguard February 2003 - November 2004
Vanguard May 1998 - February 2003
Skills
Performance Management, Employee Benefits, Employee Relations, Leadership, Human Resources, Onboarding, Management, Project Management, CRM, Coaching, Benefits Administration, Deferred Compensation, Change Management, Training, Succession Planning, Customer Service, Sales Operations, Vendor Management, Process Improvement, Customer Retention, Sales
Education
The Pennsylvania State University 1999 — 2001
Masters, Business Administration
Lehigh University 1990 — 1994
BS, Economics
Principal Financial Group August 2014 - Present
Principal Financial Group February 2012 - August 2014
Assurant Employee Benefits January 2009 - June 2011
Fiserv June 2007 - January 2009
CUNA Mutual Group September 2005 - June 2007
Vanguard November 2004 - August 2005
Vanguard February 2003 - November 2004
Vanguard May 1998 - February 2003
Skills
Performance Management, Employee Benefits, Employee Relations, Leadership, Human Resources, Onboarding, Management, Project Management, CRM, Coaching, Benefits Administration, Deferred Compensation, Change Management, Training, Succession Planning, Customer Service, Sales Operations, Vendor Management, Process Improvement, Customer Retention, Sales
Education
The Pennsylvania State University 1999 — 2001
Masters, Business Administration
Lehigh University 1990 — 1994
BS, Economics
Chelsea Egan Chelsea Egan's Vanguard Experience April 2015 - Present
Job Administrative Assistant at Vanguard
Industry Financial Services
Experience
Vanguard April 2015 - Present
Randstad June 2014 - April 2015
Relevante June 2014 - November 2014
Relevante January 2013 - June 2014
Randstad November 2012 - January 2013
Liberty Business Consulting, Inc. September 2012 - October 2012
Dan W. Welch, Inc. January 2012 - September 2012
McLean Bible Church June 2007 - August 2010
Skills
Leadership, Organizational..., Microsoft Office, Onboarding, Events Coordination, Interviews, Administrative..., Office Management, Social Networking, Event Planning, Office Administration, Event Management, Volunteer Management, Outlook, Accounts Payable, Public Relations, Social Media Marketing, QuickBooks, Operational Efficiency, Recruiting
Education
Liberty University 2009 — 2012
Bachelor of Science (B.S.), International Business, 3.26
Vanguard April 2015 - Present
Randstad June 2014 - April 2015
Relevante June 2014 - November 2014
Relevante January 2013 - June 2014
Randstad November 2012 - January 2013
Liberty Business Consulting, Inc. September 2012 - October 2012
Dan W. Welch, Inc. January 2012 - September 2012
McLean Bible Church June 2007 - August 2010
Skills
Leadership, Organizational..., Microsoft Office, Onboarding, Events Coordination, Interviews, Administrative..., Office Management, Social Networking, Event Planning, Office Administration, Event Management, Volunteer Management, Outlook, Accounts Payable, Public Relations, Social Media Marketing, QuickBooks, Operational Efficiency, Recruiting
Education
Liberty University 2009 — 2012
Bachelor of Science (B.S.), International Business, 3.26
Andrew Jacob Andrew Jacob's Vanguard Experience July 2014 - Present
Job Project Administrator at Vanguard
Industry Investment Management
Experience
Vanguard July 2014 - Present
Vanguard January 2013 - July 2014
ArtistsPalooza April 2009 - January 2014
Salvatore's Catering Co. June 2011 - December 2013
Colonial Life July 2012 - January 2013
SunAmerica April 2010 - June 2011
Wells Fargo October 2007 - May 2010
Jacob Fitness 2008 - 2010
24 Hour Fitness August 2002 - September 2007
Skills
Management, Business Development, Marketing Strategy, Consultative Selling, Territory Analysis, Staff Development, Staff Management, Marketing, Sales, Problem Solving, Strategy, Team Building, Integrity, Entrepreneurship, Selling, Analysis, Sales Operations, Leadership, Time Management, Investments, Human Resources, Finance, Nonprofits, Small Business, Insurance, Networking, Training, Banking
Education
Susquehanna University 1997 — 2001
Bachelor's, Economics, International Studies
Denmark's International Studies 1999 — 1999
International Business
Rogers High School 1993 — 1997
College Prep
Landmark Education 2010 — 2011
Team Management and Leadership
Vanguard July 2014 - Present
Vanguard January 2013 - July 2014
ArtistsPalooza April 2009 - January 2014
Salvatore's Catering Co. June 2011 - December 2013
Colonial Life July 2012 - January 2013
SunAmerica April 2010 - June 2011
Wells Fargo October 2007 - May 2010
Jacob Fitness 2008 - 2010
24 Hour Fitness August 2002 - September 2007
Skills
Management, Business Development, Marketing Strategy, Consultative Selling, Territory Analysis, Staff Development, Staff Management, Marketing, Sales, Problem Solving, Strategy, Team Building, Integrity, Entrepreneurship, Selling, Analysis, Sales Operations, Leadership, Time Management, Investments, Human Resources, Finance, Nonprofits, Small Business, Insurance, Networking, Training, Banking
Education
Susquehanna University 1997 — 2001
Bachelor's, Economics, International Studies
Denmark's International Studies 1999 — 1999
International Business
Rogers High School 1993 — 1997
College Prep
Landmark Education 2010 — 2011
Team Management and Leadership
Glenn Hubler Glenn Hubler's Vanguard Experience December 1999 - October 2011
Job Manager Software Engineering at SunGard Availability Services
Industry Information Technology and Services
Experience
SunGard Availability Services ArchitectSunGard Availability ServicesNovember 2011 - January 2013
Vanguard December 1999 - October 2011
Skills
Enterprise Architecture, SDLC, Cloud Computing, SaaS, Disaster Recovery, Software Project..., Business Continuity, Software Development, Enterprise Software, .NET, Web Services, Unix, C#, IT Strategy, Scrum, SQL, Agile Methodologies, SOA, Solution Architecture, Integration, Software Engineering, Testing, Requirements Analysis, System Architecture
Education
Penn State University 1999 — 2002
Master of Science, Computer Science
Lafayette College 1990 — 1994
B.S., Chemistry
SunGard Availability Services ArchitectSunGard Availability ServicesNovember 2011 - January 2013
Vanguard December 1999 - October 2011
Skills
Enterprise Architecture, SDLC, Cloud Computing, SaaS, Disaster Recovery, Software Project..., Business Continuity, Software Development, Enterprise Software, .NET, Web Services, Unix, C#, IT Strategy, Scrum, SQL, Agile Methodologies, SOA, Solution Architecture, Integration, Software Engineering, Testing, Requirements Analysis, System Architecture
Education
Penn State University 1999 — 2002
Master of Science, Computer Science
Lafayette College 1990 — 1994
B.S., Chemistry
Adriene Langdon Adriene Langdon's Vanguard Experience July 1997 - December 2003
Job Stars Business Analyst at HMSA
Industry Insurance
Experience
HMSA July 2013 - Present
HMSA October 2008 - July 2013
HMSA October 2006 - October 2008
Hawaiian Airlines July 2006 - August 2006
Pacific Guardian Life September 2004 - June 2006
Vanguard July 1997 - December 2003
Skills
Health Insurance, Insurance, Medicare, Managed Care, Relationship Management, Claim, Mutual Funds, Employee Benefits, Process Improvement, Medicaid, HIPAA, Team Building, Financial Services, Access
Education
Lewis and Clark College
Bachelor of Science (B.S.), Mathematics
University of Phoenix
Master of Business Administration (MBA)
HMSA July 2013 - Present
HMSA October 2008 - July 2013
HMSA October 2006 - October 2008
Hawaiian Airlines July 2006 - August 2006
Pacific Guardian Life September 2004 - June 2006
Vanguard July 1997 - December 2003
Skills
Health Insurance, Insurance, Medicare, Managed Care, Relationship Management, Claim, Mutual Funds, Employee Benefits, Process Improvement, Medicaid, HIPAA, Team Building, Financial Services, Access
Education
Lewis and Clark College
Bachelor of Science (B.S.), Mathematics
University of Phoenix
Master of Business Administration (MBA)
Sam Greenough CFP® Sam Greenough CFP®'s Vanguard Experience September 2009 - September 2013
Job Supervisor at Pershing, a BNY Mellon Company
Industry Financial Services
Experience
Pershing, a BNY Mellon company April 2014 - Present
West Capital Management October 2013 - February 2014
Vanguard September 2009 - September 2013
Vanguard March 2007 - October 2010
Vanguard February 2005 - February 2007
Skills
Process Improvement, Project Management, Risk Management, Financial Services, Business Analysis, PMO, Personal Financial..., Investments, Leadership, Education, Asset Allocation, Finance, Mutual Funds, Series 63, Wealth Management, Relationship Management, Financial Planning
Education
Lafayette College 1999 — 2003
Bachelor of Arts (BA), Economics and History
Haverford School 1992 — 1999
Pershing, a BNY Mellon company April 2014 - Present
West Capital Management October 2013 - February 2014
Vanguard September 2009 - September 2013
Vanguard March 2007 - October 2010
Vanguard February 2005 - February 2007
Skills
Process Improvement, Project Management, Risk Management, Financial Services, Business Analysis, PMO, Personal Financial..., Investments, Leadership, Education, Asset Allocation, Finance, Mutual Funds, Series 63, Wealth Management, Relationship Management, Financial Planning
Education
Lafayette College 1999 — 2003
Bachelor of Arts (BA), Economics and History
Haverford School 1992 — 1999
Noah Stark Noah Stark's Vanguard Experience 2001 - 2003
Job PGY1 at Trinitas Regional Medical Center
Industry Medical Practice
Experience
Trinitas Regional Medical Center May 2015 - Present
LargeDoc Solutions 2006 - 2011
Albert Einstein Medical Center 2005 - 2006
Albert Einstein Medical Center 2004 - 2005
Vanguard 2001 - 2003
Skills
Healthcare, Clinical Research, HIPAA, Radiology, Medicine, Orthopedic, Cpr Certified, Surgery, Healthcare Management, Medical Terminology, Public Health, Pediatrics
Education
New York College of Podiatric Medicine 2011 — 2015
DPM, Podiatric Medicine/Podiatry
Villanova University 2002 — 2005
Post Baccalaureate, Science
Lafayette College 1997 — 2001
Bachelor of Arts (BA), Business & Economics
Newark Academy 1993 — 1997
Trinitas Regional Medical Center May 2015 - Present
LargeDoc Solutions 2006 - 2011
Albert Einstein Medical Center 2005 - 2006
Albert Einstein Medical Center 2004 - 2005
Vanguard 2001 - 2003
Skills
Healthcare, Clinical Research, HIPAA, Radiology, Medicine, Orthopedic, Cpr Certified, Surgery, Healthcare Management, Medical Terminology, Public Health, Pediatrics
Education
New York College of Podiatric Medicine 2011 — 2015
DPM, Podiatric Medicine/Podiatry
Villanova University 2002 — 2005
Post Baccalaureate, Science
Lafayette College 1997 — 2001
Bachelor of Arts (BA), Business & Economics
Newark Academy 1993 — 1997
Richard Bryan Richard Bryan's Vanguard Experience October 2002 - April 2011
Job Financial Planner at Partners in Financial Planning, LLC
Industry Financial Services
Experience
Partners in Financial Planning, LLC October 2012 - Present
Bryan Wealth Management, LLC April 2011 - October 2012
Vanguard October 2002 - April 2011
Education
Liberty University
Business, Finance
Partners in Financial Planning, LLC October 2012 - Present
Bryan Wealth Management, LLC April 2011 - October 2012
Vanguard October 2002 - April 2011
Education
Liberty University
Business, Finance
Mechell Ryan Mechell Ryan's Vanguard Experience June 2015 - Present
Job Client Relationship Associate at Vanguard
Industry Health, Wellness and Fitness
Experience
Vanguard June 2015 - Present
Vanguard October 2012 - Present
Skills
CRM, Interpersonal..., Data Entry, Relationship Management, Healthcare improvement, Mutual Funds, Series 7, Microsoft Excel, Retail, Leadership, Retirement Planning, Fitness Consulting, Financial Analysis, Investment Strategies, Multichannel e-mail..., Training/Coaching, Series 63
Education
Utica College of Syracuse University 2007 — 2010
B.S, Health Science
Le Moyne College 2006 — 2007
Business Administration and Management, General
Vanguard June 2015 - Present
Vanguard October 2012 - Present
Skills
CRM, Interpersonal..., Data Entry, Relationship Management, Healthcare improvement, Mutual Funds, Series 7, Microsoft Excel, Retail, Leadership, Retirement Planning, Fitness Consulting, Financial Analysis, Investment Strategies, Multichannel e-mail..., Training/Coaching, Series 63
Education
Utica College of Syracuse University 2007 — 2010
B.S, Health Science
Le Moyne College 2006 — 2007
Business Administration and Management, General
Derric Rushlow's Vanguard Experience April 2015 - Present
Job VUE (Vanuguard Unmatchable Excellence) Project Administrator at Vanguard
Industry Financial Services
Experience
Vanguard April 2015 - Present
Vanguard June 2006 - April 2015
Vanguard May 2004 - June 2006
Vanguard 1999 - May 2004
PFPC May 1996 - May 1999
Skills
SharePoint, Business Analysis, Process Improvement, Project Management, Customer Service, Microsoft Office, Team Leadership, Adobe Creative Suite, Strategic Planning, Relationship Management, Customer Satisfaction, Information Security..., Risk Management, WebTrends Analytics, Visio, Vendor Management, Access, Security, CRM, Information Security, Leadership
Education
Lake Land College 1994 — 1996
Graphic Design
Liberty University 1991 — 1993
Design and Applied Arts
Vanguard April 2015 - Present
Vanguard June 2006 - April 2015
Vanguard May 2004 - June 2006
Vanguard 1999 - May 2004
PFPC May 1996 - May 1999
Skills
SharePoint, Business Analysis, Process Improvement, Project Management, Customer Service, Microsoft Office, Team Leadership, Adobe Creative Suite, Strategic Planning, Relationship Management, Customer Satisfaction, Information Security..., Risk Management, WebTrends Analytics, Visio, Vendor Management, Access, Security, CRM, Information Security, Leadership
Education
Lake Land College 1994 — 1996
Graphic Design
Liberty University 1991 — 1993
Design and Applied Arts
Makura M. Compton Makura M. Compton's Vanguard Experience October 2012 - February 2014
Job Internal Account Executive at SEI
Industry Financial Services
Experience
SEI February 2014 - Present
Vanguard October 2012 - February 2014
Vanguard July 2011 - October 2012
X-Mester June 2011 - June 2011
Abercrombie & Fitch April 2010 - September 2010
Lehigh Valley Health Network June 2010 - August 2010
Lehigh University June 2010 - August 2010
DB Schenker June 2009 - July 2009
Skills
Competitive Analysis, PowerPoint, Microsoft Excel, Research, Negotiation, Business Development, Time Management, Logistics, Proposal Writing, Leadership, Process Improvement, Data Analysis
Education
Lehigh University - College of Business and Economics 2007 — 2011
BS, Supply Chain Management
Gilman School
SEI February 2014 - Present
Vanguard October 2012 - February 2014
Vanguard July 2011 - October 2012
X-Mester June 2011 - June 2011
Abercrombie & Fitch April 2010 - September 2010
Lehigh Valley Health Network June 2010 - August 2010
Lehigh University June 2010 - August 2010
DB Schenker June 2009 - July 2009
Skills
Competitive Analysis, PowerPoint, Microsoft Excel, Research, Negotiation, Business Development, Time Management, Logistics, Proposal Writing, Leadership, Process Improvement, Data Analysis
Education
Lehigh University - College of Business and Economics 2007 — 2011
BS, Supply Chain Management
Gilman School
Joyce Pan's Vanguard Experience May 2014 - Present
Job IT Analyst at Vanguard
Industry Information Technology and Services
Experience
Vanguard May 2014 - Present
Vanguard June 2010 - May 2014
Lehigh University 2007 - 2010
Vanguard May 2009 - August 2009
Air Products August 2008 - May 2009
JP Morgan Chase June 2008 - August 2008
PricewaterhouseCoopers 2008 - 2008
Skills
Global Application..., Vendor Product..., Global Application..., Global Systems..., Global Production..., Unix, Oracle, Solaris, Cognos, Windows, C++, Trading, Settlement, SWIFT messaging, Java, Business Analysis, Agile & Waterfall..., DTC, TIBCO, Control-M, Microsoft Office, SQL, Microsoft Excel, SDLC, Data Analysis, PowerPoint, Enterprise Software, Analysis, Agile Methodologies
Education
Lehigh University 2006 — 2010
Bachelor of Science
Taipei American School 1997 — 2006
Vanguard May 2014 - Present
Vanguard June 2010 - May 2014
Lehigh University 2007 - 2010
Vanguard May 2009 - August 2009
Air Products August 2008 - May 2009
JP Morgan Chase June 2008 - August 2008
PricewaterhouseCoopers 2008 - 2008
Skills
Global Application..., Vendor Product..., Global Application..., Global Systems..., Global Production..., Unix, Oracle, Solaris, Cognos, Windows, C++, Trading, Settlement, SWIFT messaging, Java, Business Analysis, Agile & Waterfall..., DTC, TIBCO, Control-M, Microsoft Office, SQL, Microsoft Excel, SDLC, Data Analysis, PowerPoint, Enterprise Software, Analysis, Agile Methodologies
Education
Lehigh University 2006 — 2010
Bachelor of Science
Taipei American School 1997 — 2006
Frederick Pope Frederick Pope's Vanguard Experience August 2013 - Present
Job Operational Risk Analyst at Vanguard
Industry Financial Services
Experience
Vanguard August 2013 - Present
Vanguard September 2011 - August 2013
Vanguard April 2010 - September 2011
Vanguard January 2007 - April 2010
The Hershey Company January 2007 - May 2007
Skills
Risk Management, Project Management, Contingency Management, Auditing, Microsoft Office, Logical Access..., Risk Assessment, FMEA, Audit Command Language, AutoAudit, GRC, Microsoft Visio, Operational Risk..., Charles River IMS, Microsoft SQL Server, Fixed Income, Equities
Education
Lebanon Valley College 2003 — 2007
Bachelor of Science (BS), Accounting and Business/Management
Vanguard August 2013 - Present
Vanguard September 2011 - August 2013
Vanguard April 2010 - September 2011
Vanguard January 2007 - April 2010
The Hershey Company January 2007 - May 2007
Skills
Risk Management, Project Management, Contingency Management, Auditing, Microsoft Office, Logical Access..., Risk Assessment, FMEA, Audit Command Language, AutoAudit, GRC, Microsoft Visio, Operational Risk..., Charles River IMS, Microsoft SQL Server, Fixed Income, Equities
Education
Lebanon Valley College 2003 — 2007
Bachelor of Science (BS), Accounting and Business/Management
Andrew Yorgey, CFP(R), CTFA's Vanguard Experience February 1996 - December 1998
Job Sr. Financial Advisor at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group May 2006 - Present
The Vanguard Group, Inc January 2000 - May 2006
The Vanguard Group December 1998 - January 2000
Vanguard February 1996 - December 1998
Skills
Investment Advisory, Series 7, Series 6, Wealth Management, Certified Financial..., Asset Management, Series 24, Personal Financial..., 401k, Asset Allocation, ETFs, Estate Planning, Finance, High Net Worth..., Investment Management, Investment Strategies, Investments, Mutual Funds, Portfolio Management, Retirement, Retirement Planning, Series 63, Series 65, Strategic Financial...
Education
Liberty University 1985 — 1989
BS, Finance
The Vanguard Group May 2006 - Present
The Vanguard Group, Inc January 2000 - May 2006
The Vanguard Group December 1998 - January 2000
Vanguard February 1996 - December 1998
Skills
Investment Advisory, Series 7, Series 6, Wealth Management, Certified Financial..., Asset Management, Series 24, Personal Financial..., 401k, Asset Allocation, ETFs, Estate Planning, Finance, High Net Worth..., Investment Management, Investment Strategies, Investments, Mutual Funds, Portfolio Management, Retirement, Retirement Planning, Series 63, Series 65, Strategic Financial...
Education
Liberty University 1985 — 1989
BS, Finance
Joshua Spence Joshua Spence's Vanguard Experience 2011 - Present
Job Flagship Manager at Vanguard
Industry Financial Services
Experience
Vanguard 2011 - Present
The Cinder Project 2010 - Present
Vanguard 2008 - 2011
Vanguard 2005 - 2007
Lee University 2001 - 2003
Gaston Country Club 1999 - 2003
Skills
Series 63, Series 7, Public Speaking, Event Planning, Event Management, Leadership, Finance, Financial Analysis, PowerPoint, Microsoft Excel, Customer Service, Outlook, Team Leadership, High Net Worth..., Series 24, Management, Investments, Business Strategy
Education
University of South Carolina - The Moore School of Business 2014 — 2016
Master of Business Administration (MBA), Concentration in International Business
Lee University 1999 — 2003
Business Administration, Finance
Vanguard 2011 - Present
The Cinder Project 2010 - Present
Vanguard 2008 - 2011
Vanguard 2005 - 2007
Lee University 2001 - 2003
Gaston Country Club 1999 - 2003
Skills
Series 63, Series 7, Public Speaking, Event Planning, Event Management, Leadership, Finance, Financial Analysis, PowerPoint, Microsoft Excel, Customer Service, Outlook, Team Leadership, High Net Worth..., Series 24, Management, Investments, Business Strategy
Education
University of South Carolina - The Moore School of Business 2014 — 2016
Master of Business Administration (MBA), Concentration in International Business
Lee University 1999 — 2003
Business Administration, Finance
James Kauffman's Vanguard Experience April 2008 - May 2011
Job Senior User Experience Designer at Pretek Corporation
Industry Computer Software
Experience
Pretek Corporation June 2015 - Present
Yaltech Consulting April 2015 - April 2015
Black Box Network Services December 2014 - March 2015
Harte Hanks December 2013 - January 2014
EPAM Empathy Lab September 2013 - November 2013
JPMorgan Chase May 2012 - April 2013
Cadient Group January 2012 - May 2012
Vanguard April 2008 - May 2011
Vanguard April 2008 - May 2011
Vanguard Group April 2008 - May 2011
Skills
Information Architecture, User Experience, User Interface Design, User Interface, Usability Testing, Human-computer..., Interaction Design, User-centered Design, Wire Framing, Usability, Web Design, Contextual Inquiry, Wireframes, User Research, Agile Methodologies
Education
Lehigh University 1985 — 1988
MS, Instructional Technology
Washington University in St. Louis 1969 — 1973
BA, English Literature
Pretek Corporation June 2015 - Present
Yaltech Consulting April 2015 - April 2015
Black Box Network Services December 2014 - March 2015
Harte Hanks December 2013 - January 2014
EPAM Empathy Lab September 2013 - November 2013
JPMorgan Chase May 2012 - April 2013
Cadient Group January 2012 - May 2012
Vanguard April 2008 - May 2011
Vanguard April 2008 - May 2011
Vanguard Group April 2008 - May 2011
Skills
Information Architecture, User Experience, User Interface Design, User Interface, Usability Testing, Human-computer..., Interaction Design, User-centered Design, Wire Framing, Usability, Web Design, Contextual Inquiry, Wireframes, User Research, Agile Methodologies
Education
Lehigh University 1985 — 1988
MS, Instructional Technology
Washington University in St. Louis 1969 — 1973
BA, English Literature
Phil McCabe Phil McCabe's Vanguard Experience July 2015 - Present
Job Control Administrator at Vanguard
Industry Financial Services
Experience
Vanguard July 2015 - Present
Vanguard January 2015 - June 2015
Vanguard September 2013 - December 2014
Vanguard August 2012 - August 2013
Vanguard June 2011 - August 2011
Education
Lehigh University 2008 — 2012
Bachelor of Science (BS), Finance & Accounting
Vanguard July 2015 - Present
Vanguard January 2015 - June 2015
Vanguard September 2013 - December 2014
Vanguard August 2012 - August 2013
Vanguard June 2011 - August 2011
Education
Lehigh University 2008 — 2012
Bachelor of Science (BS), Finance & Accounting
Becky Tate Becky Tate's Vanguard Experience June 2011 - August 2011
Job Software Developer at IBM Algorithmics
Industry Computer Software
Experience
IBM June 2014 - Present
Grantek Systems Integration May 2012 - August 2012
Lehigh University August 2009 - May 2012
Lehigh University January 2011 - December 2011
Vanguard June 2011 - August 2011
Vanguard June 2010 - August 2010
Skills
HTML, Java, JavaScript, Perl, C, C++, C#, .NET, Ruby, SQL, Microsoft Office, Oracle SQL, Solaris, Windows, Unix, Linux
Education
Lehigh University 2012 — 2014
Masters of Science, Computer Science
Lehigh University 2008 — 2012
Bachelor of Science, Computer Science and Business
IBM June 2014 - Present
Grantek Systems Integration May 2012 - August 2012
Lehigh University August 2009 - May 2012
Lehigh University January 2011 - December 2011
Vanguard June 2011 - August 2011
Vanguard June 2010 - August 2010
Skills
HTML, Java, JavaScript, Perl, C, C++, C#, .NET, Ruby, SQL, Microsoft Office, Oracle SQL, Solaris, Windows, Unix, Linux
Education
Lehigh University 2012 — 2014
Masters of Science, Computer Science
Lehigh University 2008 — 2012
Bachelor of Science, Computer Science and Business
Eric Daugherty Eric Daugherty's Vanguard Experience October 2005 - October 2008
Job Senior V.P., Business Planning & Analysis at Philadelphia Freedom Valley YMCA
Industry Nonprofit Organization Management
Experience
Philadelphia Freedom Valley YMCA November 2014 - Present
Freedom Valley YMCA April 2012 - November 2014
Pennsylvania SPCA 2011 - 2012
kasina April 2009 - July 2011
Eric R. Daugherty, CFP® October 2008 - March 2009
Vanguard October 2005 - October 2008
The Vanguard Group October 2004 - October 2005
The Vanguard Group February 2004 - October 2004
The Vanguard Group February 2002 - February 2004
The Vanguard Group April 2001 - February 2002
Skills
Strategic Planning, Financial Modeling, Financial Analysis, Financial Planning, Budgeting, Investments, Asset Allocation, Planning, Analysis, Financial Management, Competitive Analysis, Corporate Finance, Process Improvement, Excel, Strategic Financial..., Portfolio Management, Budgets
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance
Lehigh University - College of Business and Economics 1984 — 1988
B.S., Accounting
William Tennent Senior High School 1980 — 1983
Philadelphia Freedom Valley YMCA November 2014 - Present
Freedom Valley YMCA April 2012 - November 2014
Pennsylvania SPCA 2011 - 2012
kasina April 2009 - July 2011
Eric R. Daugherty, CFP® October 2008 - March 2009
Vanguard October 2005 - October 2008
The Vanguard Group October 2004 - October 2005
The Vanguard Group February 2004 - October 2004
The Vanguard Group February 2002 - February 2004
The Vanguard Group April 2001 - February 2002
Skills
Strategic Planning, Financial Modeling, Financial Analysis, Financial Planning, Budgeting, Investments, Asset Allocation, Planning, Analysis, Financial Management, Competitive Analysis, Corporate Finance, Process Improvement, Excel, Strategic Financial..., Portfolio Management, Budgets
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance
Lehigh University - College of Business and Economics 1984 — 1988
B.S., Accounting
William Tennent Senior High School 1980 — 1983
Katie Lamsback Katie Lamsback's Vanguard Experience October 2014 - August 2015
Job Investment Management Associate at BlackRock iShares
Industry Financial Services
Experience
BlackRock August 2015 - Present
Vanguard October 2014 - August 2015
Vanguard July 2013 - October 2014
Nicole Miller Philadelphia May 2012 - August 2012
Philadelphia Flyers January 2012 - January 2012
UBS May 2011 - August 2011
Philadelphia Phillies January 2011 - January 2011
Skills
Series 7, Series 63, Economics, Finance, Mutual Funds, Art History
Education
Lafayette College 2009 — 2013
Bachelor of Arts (B.A.), Economics and Art History
Lafayette College 2009 — 2013
Bachelor of Arts (Economics and Art History)
BlackRock August 2015 - Present
Vanguard October 2014 - August 2015
Vanguard July 2013 - October 2014
Nicole Miller Philadelphia May 2012 - August 2012
Philadelphia Flyers January 2012 - January 2012
UBS May 2011 - August 2011
Philadelphia Phillies January 2011 - January 2011
Skills
Series 7, Series 63, Economics, Finance, Mutual Funds, Art History
Education
Lafayette College 2009 — 2013
Bachelor of Arts (B.A.), Economics and Art History
Lafayette College 2009 — 2013
Bachelor of Arts (Economics and Art History)
Colleen Robinson Colleen Robinson's Vanguard Experience October 2006 - Present
Job Marketing Communications Professional at Vanguard
Industry Marketing and Advertising
Experience
Vanguard October 2006 - Present
Vanguard May 2006 - October 2006
Vanguard August 2001 - May 2006
Vanguard January 2000 - August 2002
Vanguard October 1998 - December 1999
CH2M HILL January 1994 - August 1997
CH2M HILL September 1987 - December 1993
Various Firms in Washington, D.C. January 1984 - September 1987
WIXT TV-9, ABC Affiliate January 1981 - December 1984
Skills
Marketing, Marketing Strategy, Marketing Communications, Management, Project Planning, Program Management, Business Process..., Business Strategy, Business Development, Business Analysis, Start-ups, Start-up Consulting, Communication, Corporate Communications, Creative Writing, Grant Writing, Report Writing, Technical Writing, Social Media, Social Networking, Social Media Marketing, Customer Service, Customer Relations, Customer Retention, Microsoft Office, Databases, Data Analysis, Web Design, Web Development, Content Management, Content Strategy
Education
Syracuse University 1983 — 1984
Master's degree, Newhouse School Telecommunications, Graduated with Honors
Le Moyne College 1978 — 1982
Bachelor of Arts (B.A.), English Language and Literature/Letters, Summa Cum Laude
Vanguard October 2006 - Present
Vanguard May 2006 - October 2006
Vanguard August 2001 - May 2006
Vanguard January 2000 - August 2002
Vanguard October 1998 - December 1999
CH2M HILL January 1994 - August 1997
CH2M HILL September 1987 - December 1993
Various Firms in Washington, D.C. January 1984 - September 1987
WIXT TV-9, ABC Affiliate January 1981 - December 1984
Skills
Marketing, Marketing Strategy, Marketing Communications, Management, Project Planning, Program Management, Business Process..., Business Strategy, Business Development, Business Analysis, Start-ups, Start-up Consulting, Communication, Corporate Communications, Creative Writing, Grant Writing, Report Writing, Technical Writing, Social Media, Social Networking, Social Media Marketing, Customer Service, Customer Relations, Customer Retention, Microsoft Office, Databases, Data Analysis, Web Design, Web Development, Content Management, Content Strategy
Education
Syracuse University 1983 — 1984
Master's degree, Newhouse School Telecommunications, Graduated with Honors
Le Moyne College 1978 — 1982
Bachelor of Arts (B.A.), English Language and Literature/Letters, Summa Cum Laude
Emily Magee's Vanguard Experience October 2013 - Present
Job Supervisor, Flagship Services at Vanguard
Industry Financial Services
Experience
Vanguard October 2013 - Present
Vanguard July 2012 - October 2013
Vanguard August 2011 - July 2012
Vanguard August 2010 - August 2011
Skills
Investments, Economics, PowerPoint, Microsoft Excel, Microsoft Office, Time Management, Series 7, Series 6, Series 63
Education
Lafayette College 2006 — 2010
Bachelor of Arts, Economics and Business; Sociology and Anthropology
Vanguard October 2013 - Present
Vanguard July 2012 - October 2013
Vanguard August 2011 - July 2012
Vanguard August 2010 - August 2011
Skills
Investments, Economics, PowerPoint, Microsoft Excel, Microsoft Office, Time Management, Series 7, Series 6, Series 63
Education
Lafayette College 2006 — 2010
Bachelor of Arts, Economics and Business; Sociology and Anthropology
Christian New, P.E. Christian New, P.E.'s Vanguard Experience 1999 - 2001
Job Account Manager at Praxair
Industry Environmental Services
Experience
Praxair March 2013 - Present
Terracon Consultants, Inc September 2009 - March 2013
WasteCap Nebraska & University of Nebraska January 2008 - October 2009
Vanguard 1999 - 2001
Skills
Environmental Consulting, Environmental..., Project Management, Sustainability, Environmental Awareness, Strategic Planning, Sales, Water, Microsoft Office, Research, Life Cycle Assessment, Waste Management, Team Building
Education
University of Nebraska-Lincoln 2008 — 2009
MS, Environmental Engineering
American University/NTL 1993 — 1995
MS, Organization Development
Lehigh University
BS, Chemical Engineering
Praxair March 2013 - Present
Terracon Consultants, Inc September 2009 - March 2013
WasteCap Nebraska & University of Nebraska January 2008 - October 2009
Vanguard 1999 - 2001
Skills
Environmental Consulting, Environmental..., Project Management, Sustainability, Environmental Awareness, Strategic Planning, Sales, Water, Microsoft Office, Research, Life Cycle Assessment, Waste Management, Team Building
Education
University of Nebraska-Lincoln 2008 — 2009
MS, Environmental Engineering
American University/NTL 1993 — 1995
MS, Organization Development
Lehigh University
BS, Chemical Engineering
Ericka (Missy) Chehi Ericka (Missy) Chehi's Vanguard Experience April 2015 - Present
Job Internal Auditor at Vanguard
Industry Financial Services
Experience
Vanguard April 2015 - Present
Campbell Soup Company April 2013 - April 2015
Ernst & Young June 2012 - September 2012
Merrill Lynch January 2012 - January 2012
International Union for Conservation of Nature - China June 2011 - August 2011
PPL EnergyPlus, LLC May 2010 - August 2010
Fragrance Manufacturing Incorporated January 2010 - January 2010
Delaware Community Foundation 2009 - August 2009
Delaware Youth Leadership 2007 - 2008
Skills
Public Speaking, Stata, Photography, Writing Skills, Microsoft Office, Research, Data Analysis, Mandarin, Spanish, Microsoft Excel, PowerPoint, Microsoft Word, SAP, TeamMate, International Relations
Education
Lafayette College 2008 — 2012
Bachelor of Arts, Economics; Asian Studies (Honors)
Tower Hill School
Vanguard April 2015 - Present
Campbell Soup Company April 2013 - April 2015
Ernst & Young June 2012 - September 2012
Merrill Lynch January 2012 - January 2012
International Union for Conservation of Nature - China June 2011 - August 2011
PPL EnergyPlus, LLC May 2010 - August 2010
Fragrance Manufacturing Incorporated January 2010 - January 2010
Delaware Community Foundation 2009 - August 2009
Delaware Youth Leadership 2007 - 2008
Skills
Public Speaking, Stata, Photography, Writing Skills, Microsoft Office, Research, Data Analysis, Mandarin, Spanish, Microsoft Excel, PowerPoint, Microsoft Word, SAP, TeamMate, International Relations
Education
Lafayette College 2008 — 2012
Bachelor of Arts, Economics; Asian Studies (Honors)
Tower Hill School
Michael D. Austin's Vanguard Experience November 2013 - Present
Job Investment Advisor at Vanguard
Industry Investment Management
Experience
Vanguard November 2013 - Present
Education
Liberty University
BS-Business, Financial Planning
Kaplan University-Charlotte
Series 7 Series 63 Series 65, Investments and Securities
FX Financial
Life and Health License, Insurance
Vanguard November 2013 - Present
Education
Liberty University
BS-Business, Financial Planning
Kaplan University-Charlotte
Series 7 Series 63 Series 65, Investments and Securities
FX Financial
Life and Health License, Insurance
Patricia Sabin Patricia Sabin's Vanguard Experience March 2014 - Present
Job CRM Associate, International Sales at Vanguard
Industry Information Technology and Services
Experience
Vanguard March 2014 - Present
Education
Lehigh University 2008 — 2012
Bachelor of Science
University College Cork 2011 — 2011
Vanguard March 2014 - Present
Education
Lehigh University 2008 — 2012
Bachelor of Science
University College Cork 2011 — 2011
Chad Gustus Chad Gustus's Vanguard Experience April 2015 - Present
Job Corporate Strategy at Vanguard
Industry Financial Services
Experience
Vanguard April 2015 - Present
Vanguard June 2013 - March 2015
Vanguard January 2011 - June 2013
MDHS February 2004 - December 2009
Skills
Mutual Funds, Series 7, Series 63, Wealth Management, Estate Planning, Portfolio Development, Asset Allocation, Asset Location, Financial Modeling, DMAIC, Six Sigma, 401k, Finance, Financial Services, Project Management, Relationship Management, Retirement, Securities
Education
Lehigh University - College of Business and Economics 2008 — 2011
Vanguard April 2015 - Present
Vanguard June 2013 - March 2015
Vanguard January 2011 - June 2013
MDHS February 2004 - December 2009
Skills
Mutual Funds, Series 7, Series 63, Wealth Management, Estate Planning, Portfolio Development, Asset Allocation, Asset Location, Financial Modeling, DMAIC, Six Sigma, 401k, Finance, Financial Services, Project Management, Relationship Management, Retirement, Securities
Education
Lehigh University - College of Business and Economics 2008 — 2011
Ed Campagna Ed Campagna's Vanguard Experience July 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
Vanguard July 2015 - Present
Millersville University September 2011 - May 2013
Skills
PowerPoint, Public Speaking, Microsoft Office, Team Building, Strategic Planning, Leadership Development, Customer Service
Education
Millersville University of Pennsylvania 2011 — 2013
Bachelor's Degree, Secondary Education and Teaching
Lancaster Bible College 2006 — 2009
Bachelor's Degree, Bible/Biblical Studies and Christian Education
Vanguard July 2015 - Present
Millersville University September 2011 - May 2013
Skills
PowerPoint, Public Speaking, Microsoft Office, Team Building, Strategic Planning, Leadership Development, Customer Service
Education
Millersville University of Pennsylvania 2011 — 2013
Bachelor's Degree, Secondary Education and Teaching
Lancaster Bible College 2006 — 2009
Bachelor's Degree, Bible/Biblical Studies and Christian Education
Chris Bokosky's Vanguard Experience January 2012 - January 2013
Job Senior Investment / Corporate Finance Analyst at SEI
Industry Financial Services
Experience
SEI Investments February 2013 - Present
Vanguard January 2012 - January 2013
Cambridge Associates June 2010 - June 2012
TimeScape Resorts LLC June 2009 - August 2009
Skills
Microsoft Excel, Bloomberg, PowerPoint, Microsoft Word, Financial Reporting, Microsoft Access
Education
Lehigh University 2006 — 2010
Bachelor of Science (B.S.), Finance, GPA: 3.57
SEI Investments February 2013 - Present
Vanguard January 2012 - January 2013
Cambridge Associates June 2010 - June 2012
TimeScape Resorts LLC June 2009 - August 2009
Skills
Microsoft Excel, Bloomberg, PowerPoint, Microsoft Word, Financial Reporting, Microsoft Access
Education
Lehigh University 2006 — 2010
Bachelor of Science (B.S.), Finance, GPA: 3.57
Chelsea Lanish Chelsea Lanish's Vanguard Experience May 2014 - August 2014
Job Risk Advisory Intern at EY
Industry Information Technology and Services
Experience
EY June 2015 - Present
Digital Media Studio August 2011 - Present
Vanguard May 2014 - August 2014
Skills
Python, Eclipse RCP, MySQL, JavaScript, Java, HTML, CSS, jQuery, AngularJS, AutoCAD, SolidWorks, SAS, Microsoft Office, PHP, Final Cut Pro, Photoshop, Entrepreneurship, Public Speaking, Data Analysis
Education
Lehigh University 2011 — 2015
B.S. Information and Systems Engineering and B.S. IBE Finance, Information Technology
EY June 2015 - Present
Digital Media Studio August 2011 - Present
Vanguard May 2014 - August 2014
Skills
Python, Eclipse RCP, MySQL, JavaScript, Java, HTML, CSS, jQuery, AngularJS, AutoCAD, SolidWorks, SAS, Microsoft Office, PHP, Final Cut Pro, Photoshop, Entrepreneurship, Public Speaking, Data Analysis
Education
Lehigh University 2011 — 2015
B.S. Information and Systems Engineering and B.S. IBE Finance, Information Technology
Shayan Bhoori Shayan Bhoori's Vanguard Experience April 2013 - Present
Job Brokerage Associate at Vanguard
Industry Financial Services
Experience
Vanguard April 2013 - Present
Morgan Stanley September 2011 - September 2012
Omar Group, CPA July 2010 - August 2010
Merrill Lynch May 2009 - August 2009
A.J. Perri Inc May 2009 - August 2009
Long Branch Municipal Office May 2008 - August 2008
Senator Joseph Kyrillos, Jr.’s Office September 2003 - June 2007
Skills
Microsoft Excel, Access, Finance, Bloomberg, ThomsonOne, Wealth Management, Asset Allocation, Mutual Funds, ETFs, CRM, Customer Service, Equities, Investments, Financial Analysis, Microsoft Office
Education
Lehigh University - College of Business and Economics 2007 — 2011
B.S., Finance, Entrepreneurship
Vanguard April 2013 - Present
Morgan Stanley September 2011 - September 2012
Omar Group, CPA July 2010 - August 2010
Merrill Lynch May 2009 - August 2009
A.J. Perri Inc May 2009 - August 2009
Long Branch Municipal Office May 2008 - August 2008
Senator Joseph Kyrillos, Jr.’s Office September 2003 - June 2007
Skills
Microsoft Excel, Access, Finance, Bloomberg, ThomsonOne, Wealth Management, Asset Allocation, Mutual Funds, ETFs, CRM, Customer Service, Equities, Investments, Financial Analysis, Microsoft Office
Education
Lehigh University - College of Business and Economics 2007 — 2011
B.S., Finance, Entrepreneurship
Michael Bergstrom Michael Bergstrom's Vanguard Experience July 2014 - Present
Job Portfolio Investment Analyst at Vanguard
Industry Financial Services
Experience
Vanguard July 2014 - Present
Vanguard September 2013 - July 2014
Vanguard June 2012 - September 2013
Skills
Microsoft Excel, Microsoft Office, Account Reconciliation, Middle Office, Back Office, Client Relations Skills, Mutual Funds, Finance, Investments, Access
Education
Lehigh University 2008 — 2012
Bachelor of Science (BS), Finance, General
Vanguard July 2014 - Present
Vanguard September 2013 - July 2014
Vanguard June 2012 - September 2013
Skills
Microsoft Excel, Microsoft Office, Account Reconciliation, Middle Office, Back Office, Client Relations Skills, Mutual Funds, Finance, Investments, Access
Education
Lehigh University 2008 — 2012
Bachelor of Science (BS), Finance, General
Aaliya McLean Aaliya McLean's Vanguard Experience August 2014 - July 2015
Job Financial Administor Planning & Budgeting Specialist
Industry Financial Services
Experience
Vanguard August 2014 - July 2015
Vanguard April 2012 - August 2014
Jeffrey A. Miller Catering May 2007 - August 2012
Vanguard March 2011 - April 2012
Randstad USA September 2010 - March 2011
U.S. Census Bureau May 2010 - August 2010
Lincoln University August 2007 - May 2010
Federal Deposit Insurance Corporation May 2009 - August 2009
Fred Johnston Tax & Accounting Services June 2000 - August 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Training, Event Planning, Time Management, Research, Finance, Customer Service, Budgets, Analysis, Accounting, Financial Analysis, Public Speaking
Education
Saint Joseph's University 2011 — 2014
MBA, Accounting and Finance, 3.4
Lincoln University 2006 — 2010
Bachelor's degree, Finance and Financial Management Services, 3.6
Vanguard August 2014 - July 2015
Vanguard April 2012 - August 2014
Jeffrey A. Miller Catering May 2007 - August 2012
Vanguard March 2011 - April 2012
Randstad USA September 2010 - March 2011
U.S. Census Bureau May 2010 - August 2010
Lincoln University August 2007 - May 2010
Federal Deposit Insurance Corporation May 2009 - August 2009
Fred Johnston Tax & Accounting Services June 2000 - August 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Training, Event Planning, Time Management, Research, Finance, Customer Service, Budgets, Analysis, Accounting, Financial Analysis, Public Speaking
Education
Saint Joseph's University 2011 — 2014
MBA, Accounting and Finance, 3.4
Lincoln University 2006 — 2010
Bachelor's degree, Finance and Financial Management Services, 3.6
Adriana Brizuela Adriana Brizuela's Vanguard Experience March 2014 - Present
Job Data & Project Analyst at Vanguard
Industry Financial Services
Experience
Vanguard March 2014 - Present
Vanguard August 2012 - March 2014
Vanguard August 2011 - August 2012
Vanguard June 2010 - August 2011
Air Products May 2009 - October 2009
Skills
Data Analysis, Finance, SAP, Financial Accounting, Corporate Finance, Financial Analysis, Microsoft Office, Financial Planning, Financial Services, Variance Analysis, Financial Reporting, PeopleSoft, Hyperion, Essbase, Bloomberg, Project Accounting, Accruals, Training &..., Cognos, SAS, HTML, CSS, WordPress, Web Design, Data Mining, PowerPoint, Analysis, Microsoft Excel, Project Management
Education
Lehigh University - College of Business and Economics 2006 — 2010
B.S., Finance
Vanguard March 2014 - Present
Vanguard August 2012 - March 2014
Vanguard August 2011 - August 2012
Vanguard June 2010 - August 2011
Air Products May 2009 - October 2009
Skills
Data Analysis, Finance, SAP, Financial Accounting, Corporate Finance, Financial Analysis, Microsoft Office, Financial Planning, Financial Services, Variance Analysis, Financial Reporting, PeopleSoft, Hyperion, Essbase, Bloomberg, Project Accounting, Accruals, Training &..., Cognos, SAS, HTML, CSS, WordPress, Web Design, Data Mining, PowerPoint, Analysis, Microsoft Excel, Project Management
Education
Lehigh University - College of Business and Economics 2006 — 2010
B.S., Finance
Sean Lawrence Sean Lawrence's Vanguard Experience June 2015 - Present
Job Software Developer at Vanguard
Industry Computer Software
Experience
Vanguard June 2015 - Present
Air Products May 2014 - July 2014
Skills
Java, C++, Programming, Matlab, HTML, JavaScript, SQL, Arduino, CSS, jQuery, AJAX, PHP, C# 4.0, ASP.NET MVC, Leadership, Visual Studio, Microsoft Excel, Access
Education
Lehigh University 2011 — 2015
Bachelor of Science (BS), Computer Science
Vanguard June 2015 - Present
Air Products May 2014 - July 2014
Skills
Java, C++, Programming, Matlab, HTML, JavaScript, SQL, Arduino, CSS, jQuery, AJAX, PHP, C# 4.0, ASP.NET MVC, Leadership, Visual Studio, Microsoft Excel, Access
Education
Lehigh University 2011 — 2015
Bachelor of Science (BS), Computer Science
Brian Wimmer, CFA's Vanguard Experience January 2015 - Present
Job Senior Investment Strategist, Investment Strategy Group at Vanguard
Industry Investment Management
Experience
Vanguard January 2015 - Present
Vanguard January 2012 - December 2014
Vanguard October 2011 - December 2011
Vanguard June 2009 - October 2011
Vanguard July 2007 - June 2009
Education
Lehigh University
Master of Business Administration (MBA), Nanovic Scholar
Susquehanna University
Bachelor of Science (BS), Major in Finance, Minor in Philosophy, Summa Cum Laude
Vanguard January 2015 - Present
Vanguard January 2012 - December 2014
Vanguard October 2011 - December 2011
Vanguard June 2009 - October 2011
Vanguard July 2007 - June 2009
Education
Lehigh University
Master of Business Administration (MBA), Nanovic Scholar
Susquehanna University
Bachelor of Science (BS), Major in Finance, Minor in Philosophy, Summa Cum Laude
Shawket Tuser Shawket Tuser's Vanguard Experience 2012 - 2013
Job Sr QA Analyst at Dealertrack Technologies
Industry Automotive
Experience
Dealertrack Technologies March 2015 - Present
PSEG February 2014 - February 2015
DTCC 2013 - 2014
Vanguard 2012 - 2013
Morgan Stanley Smith Barney 2012 - 2012
Lowe's 2011 - 2012
JP Morgan Chase 2008 - 2011
UnitedHealthCare 2006 - 2008
Skills
Testing, Quality Assurance, Retail, Customer Service, Inventory Management, Merchandising, Store Management, Loss Prevention, Inventory Control, Retail Sales, SQL, SDLC, Leadership, Software Documentation, Requirements Analysis, SharePoint, Mobile Devices, Team Building, Microsoft Office, Strategic Planning, Databases, ALM, Bug Tracking, Selenium, Automation, STLC, SAP/ WM, MM, SD, HCM, Team Leadership, Cross-functional Team...
Education
Lincoln Technical Institute-Union 2009 — 2011
Diploma, Automotive Technology
BMCC, New York, New York
Associate Degree, Information Technology
Dealertrack Technologies March 2015 - Present
PSEG February 2014 - February 2015
DTCC 2013 - 2014
Vanguard 2012 - 2013
Morgan Stanley Smith Barney 2012 - 2012
Lowe's 2011 - 2012
JP Morgan Chase 2008 - 2011
UnitedHealthCare 2006 - 2008
Skills
Testing, Quality Assurance, Retail, Customer Service, Inventory Management, Merchandising, Store Management, Loss Prevention, Inventory Control, Retail Sales, SQL, SDLC, Leadership, Software Documentation, Requirements Analysis, SharePoint, Mobile Devices, Team Building, Microsoft Office, Strategic Planning, Databases, ALM, Bug Tracking, Selenium, Automation, STLC, SAP/ WM, MM, SD, HCM, Team Leadership, Cross-functional Team...
Education
Lincoln Technical Institute-Union 2009 — 2011
Diploma, Automotive Technology
BMCC, New York, New York
Associate Degree, Information Technology
Gordon Nelson's Vanguard Experience May 2010 - January 2011
Job Northeast Regional Manager at Perfect 10
Industry Telecommunications
Experience
Perfect 10 September 2015 - Present
Primus Electronics December 2014 - September 2015
Primus Electronics January 2011 - December 2014
Vanguard May 2010 - January 2011
Sony March 2007 - May 2010
KPMG Advisory August 2004 - March 2007
Skills
Telecommunications, Team Leadership, Wireless, Cellular Communications, Fiber Optics, Project Management, Project Planning, Customer Satisfaction, LTE, Product Management, Customer Service, 4G, Microwave, RF, Mobile Devices
Education
Lehigh University - College of Business and Economics 2000 — 2004
B.S., Business Information Systems
Perfect 10 September 2015 - Present
Primus Electronics December 2014 - September 2015
Primus Electronics January 2011 - December 2014
Vanguard May 2010 - January 2011
Sony March 2007 - May 2010
KPMG Advisory August 2004 - March 2007
Skills
Telecommunications, Team Leadership, Wireless, Cellular Communications, Fiber Optics, Project Management, Project Planning, Customer Satisfaction, LTE, Product Management, Customer Service, 4G, Microwave, RF, Mobile Devices
Education
Lehigh University - College of Business and Economics 2000 — 2004
B.S., Business Information Systems
Christina Dolan Christina Dolan's Vanguard Experience 2006 - 2008
Job Vice President, Head of BlackRock US Defined Contribution Group Product Marketing
Industry Financial Services
Experience
BlackRock June 2014 - Present
BlackRock August 2010 - June 2014
Lincoln Financial Group 2008 - August 2010
Vanguard 2006 - 2008
Vanguard 2005 - 2006
Vanguard 2004 - 2005
Cintas 2003 - 2004
Skills
Marketing, Series 63, Financial Services, Finance, Investments, Series 7, Mutual Funds, CRM, Project Management, Financial Analysis, Management, Leadership, Digital Marketing, Product Marketing, Asset Allocation, Retirement Planning, Relationship Management, Strategic Partnerships
Education
Lehigh University 1999 — 2003
Lehigh University - College of Business and Economics 1999 — 2003
Bachelor of Business and Economics, Major: Marketing, Minor: Communications
Nottingham University Business School 2002 — 2002
Management & Finance
BlackRock June 2014 - Present
BlackRock August 2010 - June 2014
Lincoln Financial Group 2008 - August 2010
Vanguard 2006 - 2008
Vanguard 2005 - 2006
Vanguard 2004 - 2005
Cintas 2003 - 2004
Skills
Marketing, Series 63, Financial Services, Finance, Investments, Series 7, Mutual Funds, CRM, Project Management, Financial Analysis, Management, Leadership, Digital Marketing, Product Marketing, Asset Allocation, Retirement Planning, Relationship Management, Strategic Partnerships
Education
Lehigh University 1999 — 2003
Lehigh University - College of Business and Economics 1999 — 2003
Bachelor of Business and Economics, Major: Marketing, Minor: Communications
Nottingham University Business School 2002 — 2002
Management & Finance
Francois Marquis, CFP® Francois Marquis, CFP®'s Vanguard Experience 2003 - 2006
Job Financial Consultant at Valenti Wealth Management, LLC
Industry Financial Services
Experience
Valenti Wealth Management, LLC July 2013 - Present
Merrill Lynch 2009 - June 2013
Smith Barney 2006 - 2009
Vanguard 2003 - 2006
Vanguard 2000 - 2003
Professional Ice Hockey 1993 - 1999
Skills
Retirement Planning, Finance, Investment Advisory, Estate Planning, College Education..., Insurance Analysis
Education
Pennsylvania State University-Great Valley Graduate Center 2001 — 2003
Master of Business Administration (MBA)
Lake Forest College 1989 — 1993
Bachelor of Arts (B.A.), Business
Valenti Wealth Management, LLC July 2013 - Present
Merrill Lynch 2009 - June 2013
Smith Barney 2006 - 2009
Vanguard 2003 - 2006
Vanguard 2000 - 2003
Professional Ice Hockey 1993 - 1999
Skills
Retirement Planning, Finance, Investment Advisory, Estate Planning, College Education..., Insurance Analysis
Education
Pennsylvania State University-Great Valley Graduate Center 2001 — 2003
Master of Business Administration (MBA)
Lake Forest College 1989 — 1993
Bachelor of Arts (B.A.), Business
Klay Heston Klay Heston's Vanguard Experience October 2013 - November 2013
Job Financial Analyst at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group June 2015 - Present
The Blackstone Group June 2014 - August 2014
Vanguard October 2013 - November 2013
Edward Jones July 2013 - August 2013
Greece Storm Youth Lacrosse January 2009 - January 2010
Skills
PowerPoint, Bloomberg, Financial Modeling, Microsoft Excel, Financial Analysis, Data Analysis, Teamwork, Microsoft Office, Microsoft Word, Time Management, Public Speaking, Team Leadership, Finance
Education
Lehigh University - College of Business and Economics 2011 — 2015
Bachelor of Science (B.S.), Finance, 3.8 Cumulative GPA
Aquinas Institute of Rochester 2007 — 2011
High School
The Blackstone Group June 2015 - Present
The Blackstone Group June 2014 - August 2014
Vanguard October 2013 - November 2013
Edward Jones July 2013 - August 2013
Greece Storm Youth Lacrosse January 2009 - January 2010
Skills
PowerPoint, Bloomberg, Financial Modeling, Microsoft Excel, Financial Analysis, Data Analysis, Teamwork, Microsoft Office, Microsoft Word, Time Management, Public Speaking, Team Leadership, Finance
Education
Lehigh University - College of Business and Economics 2011 — 2015
Bachelor of Science (B.S.), Finance, 3.8 Cumulative GPA
Aquinas Institute of Rochester 2007 — 2011
High School
Jeremy Clifford Jeremy Clifford's Vanguard Experience 2007 - 2011
Job Associate Attorney at McCarthy and Holthus
Industry Law Practice
Experience
McCarthy and Holthus September 2015 - Present
Epiq Systems January 2015 - September 2015
Blunck and Walhood May 2014 - January 2015
Rizk Law May 2012 - August 2012
Vanguard 2007 - 2011
Skills
Legal Writing, Civil Litigation, Arbitration, Legal Research, Legal Assistance, Personal Injury, Courts, Trials, Legal Issues, Lexis, Criminal Law, Westlaw
Education
Lewis & Clark Law School 2011 — 2014
J.D., Law
University of Phoenix 2007 — 2009
Bachelor's Degree, Finance, General
McCarthy and Holthus September 2015 - Present
Epiq Systems January 2015 - September 2015
Blunck and Walhood May 2014 - January 2015
Rizk Law May 2012 - August 2012
Vanguard 2007 - 2011
Skills
Legal Writing, Civil Litigation, Arbitration, Legal Research, Legal Assistance, Personal Injury, Courts, Trials, Legal Issues, Lexis, Criminal Law, Westlaw
Education
Lewis & Clark Law School 2011 — 2014
J.D., Law
University of Phoenix 2007 — 2009
Bachelor's Degree, Finance, General
Craig Eppler, MBA Craig Eppler, MBA's Vanguard Experience June 2015 - Present
Job Fund Financial Associate Derivatives Operations Team at Vanguard
Industry Financial Services
Experience
Vanguard June 2015 - Present
Harrisburg Regional Chamber & CREDC August 2014 - November 2014
Vanguard June 2014 - August 2014
Corto Financial Group January 2014 - May 2014
York College of Pennsylvania September 2013 - May 2014
Ecotech Marine December 2013 - January 2014
A.R. Schmeidler & Co., Inc. June 2013 - August 2013
New Balance of Saucon Valley May 2009 - January 2013
Independence Planning Group May 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Access, Statistics, Finance, Leadership, Time Management, Microsoft Word, Teamwork, Social Media, Customer Service, Sales, Accounting, Public Speaking, Analysis
Education
York College of Pennsylvania 2014 — 2015
Master of Business Administration (MBA), Finance, General, 3.63
York College of Pennsylvania 2010 — 2014
B.S, Finance; Accounting, 3.79
Lehigh University 2012 — 2012
LehighSiliconValley, Entrepreneurship
Northampton High School 2006 — 2010
AP and Honors Level Classes
Vanguard June 2015 - Present
Harrisburg Regional Chamber & CREDC August 2014 - November 2014
Vanguard June 2014 - August 2014
Corto Financial Group January 2014 - May 2014
York College of Pennsylvania September 2013 - May 2014
Ecotech Marine December 2013 - January 2014
A.R. Schmeidler & Co., Inc. June 2013 - August 2013
New Balance of Saucon Valley May 2009 - January 2013
Independence Planning Group May 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Access, Statistics, Finance, Leadership, Time Management, Microsoft Word, Teamwork, Social Media, Customer Service, Sales, Accounting, Public Speaking, Analysis
Education
York College of Pennsylvania 2014 — 2015
Master of Business Administration (MBA), Finance, General, 3.63
York College of Pennsylvania 2010 — 2014
B.S, Finance; Accounting, 3.79
Lehigh University 2012 — 2012
LehighSiliconValley, Entrepreneurship
Northampton High School 2006 — 2010
AP and Honors Level Classes
Cornelius Alexander Cornelius Alexander's Vanguard Experience December 2010 - Present
Job Communication Specialist / WriterComedian
Industry Writing and Editing
Experience
Vanguard December 2010 - Present
Corey Comedy January 2002 - Present
Vanguard January 2007 - December 2010
Vanguard February 2005 - January 2007
Vanguard/United Way August 2004 - February 2005
Vanguard December 2002 - August 2004
Vanguard March 1997 - December 2002
New England Financial Group June 1995 - March 1997
Skills
Dreamweaver, Editing, Video Editing, Scriptwriter, business writing, Humor Writing, Voice Over, Microsoft Office, Word, Excel, PowerPoint, SnagIt, Project Coordination, Acting, Voice Acting, Film Acting, Proofreading, Group Presentations, Presenter, Radio Host, Master of Ceremonies, Writing For The Web, Emcee, Entertainment, Screenwriting, Microsoft Word, Comedy, Video, Film, Creative Writing, Commercials, Mutual Funds, Video Production, Speech Writing, Blogging, Copywriting, Social Networking, Facebook, New Media, Content Development, Press Releases, Television, Newsletters, Copy Editing, Audio Editing, Journalism, Content Strategy, Film Production, Social Media, Broadcast
Education
Lafayette College
Law, Government, English, Theater
Archbishop Carroll High School
Business/Managerial Economics
Vanguard December 2010 - Present
Corey Comedy January 2002 - Present
Vanguard January 2007 - December 2010
Vanguard February 2005 - January 2007
Vanguard/United Way August 2004 - February 2005
Vanguard December 2002 - August 2004
Vanguard March 1997 - December 2002
New England Financial Group June 1995 - March 1997
Skills
Dreamweaver, Editing, Video Editing, Scriptwriter, business writing, Humor Writing, Voice Over, Microsoft Office, Word, Excel, PowerPoint, SnagIt, Project Coordination, Acting, Voice Acting, Film Acting, Proofreading, Group Presentations, Presenter, Radio Host, Master of Ceremonies, Writing For The Web, Emcee, Entertainment, Screenwriting, Microsoft Word, Comedy, Video, Film, Creative Writing, Commercials, Mutual Funds, Video Production, Speech Writing, Blogging, Copywriting, Social Networking, Facebook, New Media, Content Development, Press Releases, Television, Newsletters, Copy Editing, Audio Editing, Journalism, Content Strategy, Film Production, Social Media, Broadcast
Education
Lafayette College
Law, Government, English, Theater
Archbishop Carroll High School
Business/Managerial Economics
Geordie Connell Geordie Connell's Vanguard Experience September 2014 - Present
Job Lehigh University Graduate
Industry Financial Services
Experience
Vanguard September 2014 - Present
Thunderblogsports.com October 2013 - Present
ESPN Radio of the Lehigh Valley at Nassau Broadcasting July 2012 - May 2013
Lehigh University January 2012 - December 2012
Creative Planning Financial Group May 2012 - July 2012
Lehigh University September 2010 - December 2011
Lehigh University September 2010 - December 2011
ESPN Radio of the Lehigh Valley at Nassau Broadcasting May 2011 - August 2011
Lehigh University January 2010 - May 2010
Lehigh University September 2009 - December 2009
Skills
Final Cut Pro, Social Media, Blogging, Broadcast, Sports, PowerPoint, Radio Broadcasting, Facebook, Microsoft Excel, Microsoft Word, Event Planning, Social Networking, Event Management, Minitab, Public Speaking, Microsoft Publisher, Microsoft Office, Market Research, Radio Producing, Baseball, Football, Garageband, Press Releases, WordPress, Analytics, R, Data Analysis, Forecasting, Cool Edit Pro, Program Budgeting, Twitter, Statistics, Regression Analysis, Hockey, HTML, HTML 5
Education
Lehigh University 2009 — 2013
Bachelor of Science (BS), Statistics
Berkshire School 2006 — 2009
High School Diploma
Vanguard September 2014 - Present
Thunderblogsports.com October 2013 - Present
ESPN Radio of the Lehigh Valley at Nassau Broadcasting July 2012 - May 2013
Lehigh University January 2012 - December 2012
Creative Planning Financial Group May 2012 - July 2012
Lehigh University September 2010 - December 2011
Lehigh University September 2010 - December 2011
ESPN Radio of the Lehigh Valley at Nassau Broadcasting May 2011 - August 2011
Lehigh University January 2010 - May 2010
Lehigh University September 2009 - December 2009
Skills
Final Cut Pro, Social Media, Blogging, Broadcast, Sports, PowerPoint, Radio Broadcasting, Facebook, Microsoft Excel, Microsoft Word, Event Planning, Social Networking, Event Management, Minitab, Public Speaking, Microsoft Publisher, Microsoft Office, Market Research, Radio Producing, Baseball, Football, Garageband, Press Releases, WordPress, Analytics, R, Data Analysis, Forecasting, Cool Edit Pro, Program Budgeting, Twitter, Statistics, Regression Analysis, Hockey, HTML, HTML 5
Education
Lehigh University 2009 — 2013
Bachelor of Science (BS), Statistics
Berkshire School 2006 — 2009
High School Diploma
Yuan(Allen) Gao Yuan(Allen) Gao's Vanguard Experience February 2015 - Present
Job Institutional Tax Accountant (Contractor) at Vanguard
Industry Accounting
Experience
Vanguard February 2015 - Present
Vanguard October 2014 - February 2015
Vanguard September 2013 - October 2014
FLSmidth Inc. June 2012 - August 2012
Lehigh University January 2012 - April 2012
Lehigh University May 2011 - July 2011
Skills
Accounting, Financial Reporting, GAAP, CPA, Financial Analysis, SEC filings, Sarbanes-Oxley Act, US GAAP, Internal Controls, Financial Accounting, Tax, Financial Statement...
Education
Lehigh University 2012 — 2013
Master's of Science, Accounting and Information Analysis, 3.16
Lehigh University 2007 — 2012
Bachelor of Science in Business and Economics, Accounting
Vanguard February 2015 - Present
Vanguard October 2014 - February 2015
Vanguard September 2013 - October 2014
FLSmidth Inc. June 2012 - August 2012
Lehigh University January 2012 - April 2012
Lehigh University May 2011 - July 2011
Skills
Accounting, Financial Reporting, GAAP, CPA, Financial Analysis, SEC filings, Sarbanes-Oxley Act, US GAAP, Internal Controls, Financial Accounting, Tax, Financial Statement...
Education
Lehigh University 2012 — 2013
Master's of Science, Accounting and Information Analysis, 3.16
Lehigh University 2007 — 2012
Bachelor of Science in Business and Economics, Accounting
Jeff Oshinskie's Vanguard Experience October 2013 - Present
Job Risk Advisor at Vanguard
Industry Investment Management
Experience
Vanguard October 2013 - Present
The Vanguard Group July 2006 - October 2013
MBNA America Bank 2002 - 2006
MBNA 1989 - 2006
Coopers & Lybrand 1984 - 1986
Skills
Banking, Risk Management, Credit, Portfolio Management, Operational Risk..., Technical Leadership, Financial Risk, Finance, Project Planning, Business Process, Relationship Management, Due Diligence, Strategy, Budgets, Mergers & Acquisitions, People Skills, Internal Audit, Credit Cards, Financial Services, Team Building
Education
Lafayette College 1979 — 1983
Bachelor of Arts, Economics and Business
Shamokin Area 1975 — 1979
Vanguard October 2013 - Present
The Vanguard Group July 2006 - October 2013
MBNA America Bank 2002 - 2006
MBNA 1989 - 2006
Coopers & Lybrand 1984 - 1986
Skills
Banking, Risk Management, Credit, Portfolio Management, Operational Risk..., Technical Leadership, Financial Risk, Finance, Project Planning, Business Process, Relationship Management, Due Diligence, Strategy, Budgets, Mergers & Acquisitions, People Skills, Internal Audit, Credit Cards, Financial Services, Team Building
Education
Lafayette College 1979 — 1983
Bachelor of Arts, Economics and Business
Shamokin Area 1975 — 1979
Jean Bitner's Vanguard Experience October 1998 - Present
Job Manager, Retail Research at The Vanguard Group
Industry Financial Services
Experience
Vanguard October 1998 - Present
Presbyterian Children's Village 1996 - 1998
Eshelman & Townsend, Ltd., Marketing Research October 1989 - September 1994
Ives & Associates September 1986 - July 1988
Skills
B2B, Marketing Research, Financial Services, Market Research, Data Analysis, Project Management, Segmentation
Education
Temple University 1994 — 1996
Master's, Social Work
Lafayette College 1983 — 1985
BA, International Affairs
Ohio University 1981 — 1983
International Relations
Vanguard October 1998 - Present
Presbyterian Children's Village 1996 - 1998
Eshelman & Townsend, Ltd., Marketing Research October 1989 - September 1994
Ives & Associates September 1986 - July 1988
Skills
B2B, Marketing Research, Financial Services, Market Research, Data Analysis, Project Management, Segmentation
Education
Temple University 1994 — 1996
Master's, Social Work
Lafayette College 1983 — 1985
BA, International Affairs
Ohio University 1981 — 1983
International Relations
Josh Hirt's Vanguard Experience August 2007 - August 2009
Job Investment Analyst at Vanguard
Industry Investment Management
Experience
Vanguard Investment Strategy Group June 2013 - Present
Vanguard Fixed Income Group August 2009 - June 2013
Vanguard August 2007 - August 2009
Skills
Financial Analysis, Portfolio Management, VBA, Microsoft Excel, Investor Relations, Investments, Financial Risk, Mutual Funds, Asset Allocation, Series 7, Analysis, Investment Strategies, Series 63
Education
Liberty University
Vanguard Investment Strategy Group June 2013 - Present
Vanguard Fixed Income Group August 2009 - June 2013
Vanguard August 2007 - August 2009
Skills
Financial Analysis, Portfolio Management, VBA, Microsoft Excel, Investor Relations, Investments, Financial Risk, Mutual Funds, Asset Allocation, Series 7, Analysis, Investment Strategies, Series 63
Education
Liberty University
Lisa Swatkoski, CFA's Vanguard Experience December 2013 - Present
Job Senior Investment Consultant at Vanguard
Industry Financial Services
Experience
Vanguard December 2013 - Present
Vanguard September 2008 - December 2013
Towers Perrin August 2001 - September 2008
Skills
Asset Allocation, Investments, Investment Advisory, CFA Charterholder
Education
Lafayette College 1997 — 2001
Bachelor of Arts, Economics and Mathematics
Wyoming Seminary 1993 — 1997
Vanguard December 2013 - Present
Vanguard September 2008 - December 2013
Towers Perrin August 2001 - September 2008
Skills
Asset Allocation, Investments, Investment Advisory, CFA Charterholder
Education
Lafayette College 1997 — 2001
Bachelor of Arts, Economics and Mathematics
Wyoming Seminary 1993 — 1997
Marc Kessel's Vanguard Experience October 2000 - August 2006
Job Investment Manager at W.W. Grainger, Inc.
Industry Business Supplies and Equipment
Experience
W.W. Grainger August 2006 - Present
Vanguard October 2000 - August 2006
MetLife January 1999 - October 2000
MetLife January 1992 - December 1998
Trans American Rubber Company 1985 - January 1992
Skills
Strategy, Investments, Business Planning, Finance, Leadership, Analysis, Management, Sales, New Business Development, Financial Services, Retirement
Education
Lake Forest Graduate School of Management 2007 — 2011
MBA
University of Denver - Daniels College of Business 1987 — 1991
BSBA, Finance & Real Estate
W.W. Grainger August 2006 - Present
Vanguard October 2000 - August 2006
MetLife January 1999 - October 2000
MetLife January 1992 - December 1998
Trans American Rubber Company 1985 - January 1992
Skills
Strategy, Investments, Business Planning, Finance, Leadership, Analysis, Management, Sales, New Business Development, Financial Services, Retirement
Education
Lake Forest Graduate School of Management 2007 — 2011
MBA
University of Denver - Daniels College of Business 1987 — 1991
BSBA, Finance & Real Estate
Eric Thorson's Vanguard Experience December 2011 - Present
Job Manager at Vanguard
Industry Financial Services
Experience
Vanguard December 2011 - Present
Nuveen Investments January 2011 - December 2011
FAF Advisors January 2006 - December 2010
The Willow Group April 2005 - January 2006
Fingerhut Direct Marketing, Inc. June 2003 - April 2005
IBM Global Services (formerly PWC Consulting) June 1999 - January 2003
American Express Financial Advisors 1995 - 1999
Skills
Business Analysis, Process Improvement, Program Management, Risk Management, Project Management, Strategic Planning, Financial Services, Project Delivery, Business Process..., Visio, SDLC, Asset Managment, Asset Management, Portfolio Management, PMP, CRM, Integration
Education
University of Minnesota - Carlson School of Management 2008 — 2012
MBA, Finance and Management
Lawrence University 1990 — 1994
BA, Government
Vanguard December 2011 - Present
Nuveen Investments January 2011 - December 2011
FAF Advisors January 2006 - December 2010
The Willow Group April 2005 - January 2006
Fingerhut Direct Marketing, Inc. June 2003 - April 2005
IBM Global Services (formerly PWC Consulting) June 1999 - January 2003
American Express Financial Advisors 1995 - 1999
Skills
Business Analysis, Process Improvement, Program Management, Risk Management, Project Management, Strategic Planning, Financial Services, Project Delivery, Business Process..., Visio, SDLC, Asset Managment, Asset Management, Portfolio Management, PMP, CRM, Integration
Education
University of Minnesota - Carlson School of Management 2008 — 2012
MBA, Finance and Management
Lawrence University 1990 — 1994
BA, Government
Lisa Loser's Vanguard Experience August 2012 - April 2013
Job Sr. Retirement Plans Manager Parsons Brinckerhoff
Industry Human Resources
Experience
Parsons Brinckerhoff in the USA April 2013 - Present
Vanguard August 2012 - April 2013
The Vanguard Group July 2008 - August 2012
The Vanguard Group June 2002 - July 2008
The Vanguard Group February 2000 - June 2002
New York & Company January 1999 - June 2000
PNC Bank October 1997 - December 1999
New York & Company September 1996 - August 1997
Skills
401k, Mutual Funds, Investments, Non-Qualified Deferred..., 457 Plans, Retirement Planning, Financial Services, Retirement, Relationship Management, Asset Allocation, Securities, Employee Benefits, CRM, Client Services, Process Improvement, Customer Service, Human Resources, Management, Project Management, Analysis, Leadership
Education
Lebanon Valley College 2012 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Phoenix 2004 — 2006
B.S., Business Administration
South Flordia Community College 1994 — 1996
A.A., Liberal Arts
Estero High School 1990 — 1994
HS Diploma, General Education
Parsons Brinckerhoff in the USA April 2013 - Present
Vanguard August 2012 - April 2013
The Vanguard Group July 2008 - August 2012
The Vanguard Group June 2002 - July 2008
The Vanguard Group February 2000 - June 2002
New York & Company January 1999 - June 2000
PNC Bank October 1997 - December 1999
New York & Company September 1996 - August 1997
Skills
401k, Mutual Funds, Investments, Non-Qualified Deferred..., 457 Plans, Retirement Planning, Financial Services, Retirement, Relationship Management, Asset Allocation, Securities, Employee Benefits, CRM, Client Services, Process Improvement, Customer Service, Human Resources, Management, Project Management, Analysis, Leadership
Education
Lebanon Valley College 2012 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Phoenix 2004 — 2006
B.S., Business Administration
South Flordia Community College 1994 — 1996
A.A., Liberal Arts
Estero High School 1990 — 1994
HS Diploma, General Education
Jennifer Cowen's Vanguard Experience April 2013 - July 2014
Job Pastry Cook at Hyatt Regency Scottsdale
Industry Food & Beverages
Experience
Hyatt Regency Scottsdale June 2015 - Present
Tarbell's The Tavern July 2014 - February 2015
Vanguard April 2013 - July 2014
Four Seasons Scottsdale at Troon North May 2012 - December 2012
Vanguard August 2008 - May 2012
Development Dimensions International June 2004 - February 2008
Skills
Microsoft Office, Typing, Multi Tasking, Exceptionally well..., Food, Time Management, Customer Service, Administrative..., Data Entry, Teamwork, Customer Satisfaction, Event Planning, Outlook, PowerPoint, Microsoft Excel, Access, Microsoft Word, Office Administration, Social Networking
Education
Le Cordon Bleu College of Culinary Arts-Scottsdale 2011 — 2012
Culinary Certificate, Culinary Arts, GPA 4.0
Hyatt Regency Scottsdale June 2015 - Present
Tarbell's The Tavern July 2014 - February 2015
Vanguard April 2013 - July 2014
Four Seasons Scottsdale at Troon North May 2012 - December 2012
Vanguard August 2008 - May 2012
Development Dimensions International June 2004 - February 2008
Skills
Microsoft Office, Typing, Multi Tasking, Exceptionally well..., Food, Time Management, Customer Service, Administrative..., Data Entry, Teamwork, Customer Satisfaction, Event Planning, Outlook, PowerPoint, Microsoft Excel, Access, Microsoft Word, Office Administration, Social Networking
Education
Le Cordon Bleu College of Culinary Arts-Scottsdale 2011 — 2012
Culinary Certificate, Culinary Arts, GPA 4.0
Katie Zay's Vanguard Experience May 2014 - Present
Job Department Head, Senior Manager at Vanguard
Industry Financial Services
Experience
Vanguard May 2014 - Present
Vanguard November 2012 - Present
Vanguard September 2008 - November 2012
Vanguard October 2007 - September 2008
Vanguard July 2006 - October 2007
Skills
Relationship Management, Project Management, Certified Financial..., Series 7, Series 63, Mutual Funds, Leadership, CRM, Management
Education
Villanova University 2012 — 2015
Master of Business Administration (MBA)
Lehigh University - College of Business and Economics 2002 — 2006
Bachelor of Science (BS), Marketing
Vanguard May 2014 - Present
Vanguard November 2012 - Present
Vanguard September 2008 - November 2012
Vanguard October 2007 - September 2008
Vanguard July 2006 - October 2007
Skills
Relationship Management, Project Management, Certified Financial..., Series 7, Series 63, Mutual Funds, Leadership, CRM, Management
Education
Villanova University 2012 — 2015
Master of Business Administration (MBA)
Lehigh University - College of Business and Economics 2002 — 2006
Bachelor of Science (BS), Marketing
Juliana Zanetti Dugent's Vanguard Experience August 2015 - Present
Job Web Designer at Sabre Hospitality Solutions
Industry Design
Experience
Vanguard August 2015 - Present
Mental Wellness Awareness Association April 2014 - Present
Sabre Hospitality Solutions July 2009 - August 2015
Upromise May 2009 - July 2009
Merion Publications May 2008 - March 2009
Pipeline Interactive April 2007 - May 2008
Lebanon Valley College August 2005 - May 2008
Tristan Associates, Women's Imaging Center June 2001 - April 2007
Skills
User Experience, Adobe Creative Suite, Web Design, Dreamweaver, CSS, HTML, Graphic Design, Email Marketing, Photoshop, Social Media, JavaScript, Web Development, User Interface Design, CSS3, HTML 5, CMS, Illustrator, jQuery, E-commerce, Digital Media, Online Advertising, Web Standards, User-centered Design, XHTML, Google Analytics, Website Development, Microsoft Office, Adobe Fireworks, Storyboarding, Logo Design, Newsletters, User Interface
Education
Lebanon Valley College 2005 — 2008
BS, Digital Communications, Art and Art History
Vanguard August 2015 - Present
Mental Wellness Awareness Association April 2014 - Present
Sabre Hospitality Solutions July 2009 - August 2015
Upromise May 2009 - July 2009
Merion Publications May 2008 - March 2009
Pipeline Interactive April 2007 - May 2008
Lebanon Valley College August 2005 - May 2008
Tristan Associates, Women's Imaging Center June 2001 - April 2007
Skills
User Experience, Adobe Creative Suite, Web Design, Dreamweaver, CSS, HTML, Graphic Design, Email Marketing, Photoshop, Social Media, JavaScript, Web Development, User Interface Design, CSS3, HTML 5, CMS, Illustrator, jQuery, E-commerce, Digital Media, Online Advertising, Web Standards, User-centered Design, XHTML, Google Analytics, Website Development, Microsoft Office, Adobe Fireworks, Storyboarding, Logo Design, Newsletters, User Interface
Education
Lebanon Valley College 2005 — 2008
BS, Digital Communications, Art and Art History
Andrew Lexa's Vanguard Experience February 2013 - Present
Job UI Developer and Kaizen Lead at Vanguard
Industry Computer Software
Experience
Vanguard February 2013 - Present
Vanguard May 2012 - February 2013
Vanguard January 2010 - June 2012
DHL Global IT Services, Prague May 2008 - June 2008
University of Pennsylvania June 2006 - August 2006
Skills
Java, AngularJS, JavaScript, Software Project..., HTML, CSS, Team Leadership, Windows, SQL, XML, Eclipse, Programming, AJAX, C++, Subversion, Facelets, JSF, Software Development, Agile Methodologies, Microsoft Office, Project Management, Web Applications, Web Development
Education
Lehigh University 2006 — 2010
Bachelor of Science (B.S.), Computer Science and Business, 3.68
Vanguard February 2013 - Present
Vanguard May 2012 - February 2013
Vanguard January 2010 - June 2012
DHL Global IT Services, Prague May 2008 - June 2008
University of Pennsylvania June 2006 - August 2006
Skills
Java, AngularJS, JavaScript, Software Project..., HTML, CSS, Team Leadership, Windows, SQL, XML, Eclipse, Programming, AJAX, C++, Subversion, Facelets, JSF, Software Development, Agile Methodologies, Microsoft Office, Project Management, Web Applications, Web Development
Education
Lehigh University 2006 — 2010
Bachelor of Science (B.S.), Computer Science and Business, 3.68
Jerry Ratchford's Vanguard Experience November 2014 - Present
Job Vanguard
Industry Banking
Experience
Vanguard November 2014 - Present
BB&T January 2010 - March 2014
Phoenixx Systems January 2008 - January 2009
Compuware 1999 - 2009
Systems & Programming Consultants (SPC) March 1989 - December 2008
Skills
Program Management, Software Documentation, COBOL, Process Improvement, Analysis, Requirements Analysis, SDLC, Business Analysis, Customer Service, Mainframe, Requirements Gathering, Management, Vendor Management, Business Intelligence, SQL, Visio, SharePoint
Education
Lenoir-Rhyne University 1975 — 1979
B.A, Business Administration
Vanguard November 2014 - Present
BB&T January 2010 - March 2014
Phoenixx Systems January 2008 - January 2009
Compuware 1999 - 2009
Systems & Programming Consultants (SPC) March 1989 - December 2008
Skills
Program Management, Software Documentation, COBOL, Process Improvement, Analysis, Requirements Analysis, SDLC, Business Analysis, Customer Service, Mainframe, Requirements Gathering, Management, Vendor Management, Business Intelligence, SQL, Visio, SharePoint
Education
Lenoir-Rhyne University 1975 — 1979
B.A, Business Administration
Diane Beaver's Vanguard Experience April 2011 - Present
Job High Net Worth Client Representative at Vanguard
Industry Financial Services
Experience
Vanguard April 2011 - Present
Wells Fargo/ Wachovia January 2008 - July 2010
Wachovia/Wells Fargo January 1999 - January 2008
Wachovia, A Wells Fargo Company January 1992 - January 1999
Education
Queens University of Charlotte 2008 — 2009
Certified Financial Planning
Lenoir-Rhyne University 1969 — 1973
BA, History/Sociology
Vanguard April 2011 - Present
Wells Fargo/ Wachovia January 2008 - July 2010
Wachovia/Wells Fargo January 1999 - January 2008
Wachovia, A Wells Fargo Company January 1992 - January 1999
Education
Queens University of Charlotte 2008 — 2009
Certified Financial Planning
Lenoir-Rhyne University 1969 — 1973
BA, History/Sociology
Marty Falcone's Vanguard Experience January 2013 - Present
Job Department Head, Senior Manager at Vanguard
Industry Financial Services
Experience
Vanguard January 2013 - Present
Vanguard December 2010 - January 2013
The Vanguard Group December 2008 - December 2010
The Vanguard Group August 2006 - November 2008
The Vanguard Group August 2005 - August 2006
Skills
Portfolio Management, Mutual Funds, Series 6, Budgeting, Strategic Planning, Series 63, Change Management, People Management, Management, Finance, Investments, Financial Analysis, Asset Management, Leadership, Process Improvement, Project Management, Financial Modeling, Risk Management
Education
Saint Joseph's University 2011 — 2013
Master of Business Administration (M.B.A.)
Lehigh University 2001 — 2005
BA, Economics and Journalism
Radnor High School 1997 — 2001
Vanguard January 2013 - Present
Vanguard December 2010 - January 2013
The Vanguard Group December 2008 - December 2010
The Vanguard Group August 2006 - November 2008
The Vanguard Group August 2005 - August 2006
Skills
Portfolio Management, Mutual Funds, Series 6, Budgeting, Strategic Planning, Series 63, Change Management, People Management, Management, Finance, Investments, Financial Analysis, Asset Management, Leadership, Process Improvement, Project Management, Financial Modeling, Risk Management
Education
Saint Joseph's University 2011 — 2013
Master of Business Administration (M.B.A.)
Lehigh University 2001 — 2005
BA, Economics and Journalism
Radnor High School 1997 — 2001
Bryan McCabe's Vanguard Experience June 2011 - August 2013
Job Associate at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase September 2013 - Present
Vanguard June 2011 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis
Education
Lehigh University - College of Business and Economics 2007 — 2011
Bachelor of Science (BS), Finance, General
JPMorgan Chase September 2013 - Present
Vanguard June 2011 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis
Education
Lehigh University - College of Business and Economics 2007 — 2011
Bachelor of Science (BS), Finance, General
Beverly R Wise's Vanguard Experience October 1991 - Present
Job Community Outreach Committee Vice Chair at MPIPhiladelphia Area Chapter
Industry Events Services
Experience
MPI-Philadelphia Area Chapter June 2012 - Present
Vanguard October 1991 - Present
Education
The George Washington University - School of Business 2007 — 2009
Certificate, Event Management
Lincoln University 1987 — 1991
Bachelors of Science, Business Administration
MPI-Philadelphia Area Chapter June 2012 - Present
Vanguard October 1991 - Present
Education
The George Washington University - School of Business 2007 — 2009
Certificate, Event Management
Lincoln University 1987 — 1991
Bachelors of Science, Business Administration
Danielle Neuhaus's Vanguard Experience November 2004 - July 2006
Job Estate Trustee
Industry Accounting
Experience
Private Estate July 2006 - Present
The Peacemaker Center October 2011 - March 2012
HealthFirst Benefits October 2010 - October 2011
Vanguard November 2004 - July 2006
Vanguard November 1999 - November 2004
Vanguard March 1998 - November 1999
Lockheed Martin September 1996 - March 1998
Lockheed Martin November 1988 - September 1996
GE September 1986 - November 1988
GE June 1985 - September 1986
Skills
Managerial Finance, Process Improvement, Auditing, Cross-functional Team..., Contract Management, Finance, Financial Analysis, Management, Internal Controls, Leadership, Due Diligence, Project Management, Business Process..., Governance, Sarbanes-Oxley Act, Risk Management, Management Consulting
Education
Lehigh University - College of Business and Economics 1979 — 1983
BS
Private Estate July 2006 - Present
The Peacemaker Center October 2011 - March 2012
HealthFirst Benefits October 2010 - October 2011
Vanguard November 2004 - July 2006
Vanguard November 1999 - November 2004
Vanguard March 1998 - November 1999
Lockheed Martin September 1996 - March 1998
Lockheed Martin November 1988 - September 1996
GE September 1986 - November 1988
GE June 1985 - September 1986
Skills
Managerial Finance, Process Improvement, Auditing, Cross-functional Team..., Contract Management, Finance, Financial Analysis, Management, Internal Controls, Leadership, Due Diligence, Project Management, Business Process..., Governance, Sarbanes-Oxley Act, Risk Management, Management Consulting
Education
Lehigh University - College of Business and Economics 1979 — 1983
BS
Beverly L. Williams ACC, CPC, ELI-MP's Vanguard Experience August 2010 - February 2012
Job Executive Coach Elevating Leadership Consciousness in Organizations and Individuals
Industry Professional Training & Coaching
Experience
Continuum Executive Coaching May 2012 - Present
CCI Consulting December 2012 - Present
International Coach Federation October 2014 - Present
Montgomery County Community College November 2012 - January 2013
Vanguard August 2010 - February 2012
Vanguard March 2009 - August 2010
Vanguard August 2005 - March 2009
Vanguard August 2002 - October 2005
Vanguard March 1996 - August 2002
Meridian Bancorp, Inc. 1995 - 1996
Skills
Executive Coaching, Coaching, Talent Management, Leadership Development, Leadership, Career Counseling, Strategy, Workshop Facilitation, Consulting, Project Management, Team Building, Performance Management, Management, Training, Strategic Planning, Needs Analysis, Career Assessment, Microsoft Office, Career Development..., Outplacement, Job Search, Employee Development, Curriculum Development, Classroom Instruction, 360 Assessment, Entrepreneurship, Public Speaking
Education
Lincoln University
B.S.
Continuum Executive Coaching May 2012 - Present
CCI Consulting December 2012 - Present
International Coach Federation October 2014 - Present
Montgomery County Community College November 2012 - January 2013
Vanguard August 2010 - February 2012
Vanguard March 2009 - August 2010
Vanguard August 2005 - March 2009
Vanguard August 2002 - October 2005
Vanguard March 1996 - August 2002
Meridian Bancorp, Inc. 1995 - 1996
Skills
Executive Coaching, Coaching, Talent Management, Leadership Development, Leadership, Career Counseling, Strategy, Workshop Facilitation, Consulting, Project Management, Team Building, Performance Management, Management, Training, Strategic Planning, Needs Analysis, Career Assessment, Microsoft Office, Career Development..., Outplacement, Job Search, Employee Development, Curriculum Development, Classroom Instruction, 360 Assessment, Entrepreneurship, Public Speaking
Education
Lincoln University
B.S.
Colleen Jaconetti's Vanguard Experience SeniorE & Y1994 - 1998
Job Investment Analyst at Vanguard
Industry Financial Services
Experience
Vanguard SeniorE & Y1994 - 1998
Skills
Mutual Funds, Equities, Bloomberg, Asset Allocation, Investments, Financial Analysis, Asset Management
Education
Lehigh University 1993 — 1994
M.B.A., Finance, Accounting
Lehigh University 1989 — 1993
B.A., Mathematics
Vanguard SeniorE & Y1994 - 1998
Skills
Mutual Funds, Equities, Bloomberg, Asset Allocation, Investments, Financial Analysis, Asset Management
Education
Lehigh University 1993 — 1994
M.B.A., Finance, Accounting
Lehigh University 1989 — 1993
B.A., Mathematics
Samantha Cranford's Vanguard Experience Nanny: Anderson FamilySelf-Employed NannyAugust 2010 - February 2012
Job Sales Consultant Specialist at Vanguard
Industry Marketing and Advertising
Experience
Vanguard Nanny: Anderson FamilySelf-Employed NannyAugust 2010 - February 2012
Self-Employed Nanny January 2010 - January 2012
Campus Special May 2011 - August 2011
Education
NC STATE 2008 — 2012
Business Administration, Marketing
University of Innsbruck 2010 — 2010
Business, Business Law
Vanguard Nanny: Anderson FamilySelf-Employed NannyAugust 2010 - February 2012
Self-Employed Nanny January 2010 - January 2012
Campus Special May 2011 - August 2011
Education
NC STATE 2008 — 2012
Business Administration, Marketing
University of Innsbruck 2010 — 2010
Business, Business Law
Anthony Dickerson's Vanguard Experience 2011 - 2011
Job Guest Service Supervisor at Boston Market
Industry Hospitality
Experience
Boston Market February 2006 - July 2012
Vanguard 2011 - 2011
Education
Lincoln University 2008 — 2012
BSB, Management
Boston Market February 2006 - July 2012
Vanguard 2011 - 2011
Education
Lincoln University 2008 — 2012
BSB, Management
Collin Nippert's Vanguard Experience May 2014 - Present
Job Strategy Analyst at Vanguard
Industry Financial Services
Experience
Vanguard May 2014 - Present
Vanguard May 2007 - May 2014
Hartford Steam Boiler April 2005 - May 2007
HSB Global Standards October 2003 - April 2005
Education
Villanova University 2004 — 2008
MBA
Lehigh University 1999 — 2003
BSEE
Vanguard May 2014 - Present
Vanguard May 2007 - May 2014
Hartford Steam Boiler April 2005 - May 2007
HSB Global Standards October 2003 - April 2005
Education
Villanova University 2004 — 2008
MBA
Lehigh University 1999 — 2003
BSEE
Pearson, Jr. Richard's Vanguard Experience May 2005 - April 2006
Job Chief Administrative Officer at BFS Group
Industry Banking
Experience
BFS Group April 2006 - Present
Vanguard May 2005 - April 2006
Computer Aid, Inc. May 2003 - May 2005
Skills
Process Improvement, Business Analysis, Relationship Management, Vendor Management, Project Management, Microsoft Office, Risk Management, Employee Benefits, Microsoft Excel, Insurance, Financial Services, Team Leadership, Customer Service, Business Development
Education
Lehigh University 1999 — 2003
B.S., Information Systems
BFS Group April 2006 - Present
Vanguard May 2005 - April 2006
Computer Aid, Inc. May 2003 - May 2005
Skills
Process Improvement, Business Analysis, Relationship Management, Vendor Management, Project Management, Microsoft Office, Risk Management, Employee Benefits, Microsoft Excel, Insurance, Financial Services, Team Leadership, Customer Service, Business Development
Education
Lehigh University 1999 — 2003
B.S., Information Systems
Jennifer Slack, CFA's Vanguard Experience
Job Senior Manager at Vanguard
Industry Financial Services
Experience
Vanguard
Skills
Mutual Funds, Series 7, Risk Management, Investments, Relationship Management, Financial Services, Series 63
Education
Lehigh University
Bachelor of Arts (B.A.)
Thunderbird School of Global Management
Master of Business Administration (M.B.A.)
Vanguard
Skills
Mutual Funds, Series 7, Risk Management, Investments, Relationship Management, Financial Services, Series 63
Education
Lehigh University
Bachelor of Arts (B.A.)
Thunderbird School of Global Management
Master of Business Administration (M.B.A.)
Elizabeth Blake's Vanguard Experience February 2015 - Present
Job Portfolio Implementation Associate at Vanguard
Industry Financial Services
Experience
Vanguard February 2015 - Present
Vanguard September 2013 - February 2015
Daemion Counseling Center May 2012 - July 2013
Skills
Microsoft Office, Fundraising, Research, Data Entry, Nonprofits, French, Microsoft Word, Microsoft Excel, Newsletters, PowerPoint, Office Administration, Event Planning, Facebook, Data Analysis, Organization, Time Management, Administrative..., Telephone Skills, Phone Etiquette, Databases, Writing, Series 7, Series 63
Education
Lafayette College 2008 — 2012
Bachelor of Arts, Psychology and French, Cum laude, Departmental honors in psychology
Sweet Briar College Junior Year in France 2011 — 2011
Study Abroad, French Language and Literature
Downingtown East High School 2004 — 2008
Vanguard February 2015 - Present
Vanguard September 2013 - February 2015
Daemion Counseling Center May 2012 - July 2013
Skills
Microsoft Office, Fundraising, Research, Data Entry, Nonprofits, French, Microsoft Word, Microsoft Excel, Newsletters, PowerPoint, Office Administration, Event Planning, Facebook, Data Analysis, Organization, Time Management, Administrative..., Telephone Skills, Phone Etiquette, Databases, Writing, Series 7, Series 63
Education
Lafayette College 2008 — 2012
Bachelor of Arts, Psychology and French, Cum laude, Departmental honors in psychology
Sweet Briar College Junior Year in France 2011 — 2011
Study Abroad, French Language and Literature
Downingtown East High School 2004 — 2008
Evan Gentis's Vanguard Experience April 2012 - Present
Job Accountant
Industry Accounting
Experience
Vanguard April 2012 - Present
American Realty Capital September 2011 - February 2012
Gentis Associates LLC December 2009 - August 2011
Laury's Station Beverage Company December 2008 - December 2009
MassMutual January 2008 - December 2008
Skills
Auditing, Account Reconciliation, Accounts Payable, Accounts Receivable, Financial Statements, Sales, Marketing, Portfolio Management, Competitive Analysis, Mutual Funds, Financial Services, Payroll, Variance Analysis, Forecasting, Microsoft Excel, Analysis, Financial Reporting, Financial Analysis, Finance, Business Planning, Strategic Financial..., Inventory Management, Financial Modeling, Training, Accounting, Management, Equities, Tax, PowerPoint, Investments, Microsoft Word, Microsoft Office
Education
Saint Joseph's University 2010 — 2012
Master, Business Administration; Accounting & Finance, 3.6
Lehigh University 2003 — 2007
Bachelor of Science, Marketing
Vanguard April 2012 - Present
American Realty Capital September 2011 - February 2012
Gentis Associates LLC December 2009 - August 2011
Laury's Station Beverage Company December 2008 - December 2009
MassMutual January 2008 - December 2008
Skills
Auditing, Account Reconciliation, Accounts Payable, Accounts Receivable, Financial Statements, Sales, Marketing, Portfolio Management, Competitive Analysis, Mutual Funds, Financial Services, Payroll, Variance Analysis, Forecasting, Microsoft Excel, Analysis, Financial Reporting, Financial Analysis, Finance, Business Planning, Strategic Financial..., Inventory Management, Financial Modeling, Training, Accounting, Management, Equities, Tax, PowerPoint, Investments, Microsoft Word, Microsoft Office
Education
Saint Joseph's University 2010 — 2012
Master, Business Administration; Accounting & Finance, 3.6
Lehigh University 2003 — 2007
Bachelor of Science, Marketing
Leon Hiltebeitel's Vanguard Experience March 1993 - Present
Job Manager at Vanguard
Industry Financial Services
Experience
Vanguard March 1993 - Present
HANS BMW 1990 - 1993
Donnelley Directory/Yellow Book 1989 - 1990
Skills
People Manager, Process Manager, Project Management, Sales, Customer Service, Banking, Finance, Strategic Planning, Business Analysis, Vendor Management, Advertising, Management, Training, Leadership, Process Improvement
Education
Penn State University 1989 — 1990
Certificate, Paralegal
Liberty University 1986 — 1989
Bachelor's degree, Communication, General
Vanguard March 1993 - Present
HANS BMW 1990 - 1993
Donnelley Directory/Yellow Book 1989 - 1990
Skills
People Manager, Process Manager, Project Management, Sales, Customer Service, Banking, Finance, Strategic Planning, Business Analysis, Vendor Management, Advertising, Management, Training, Leadership, Process Improvement
Education
Penn State University 1989 — 1990
Certificate, Paralegal
Liberty University 1986 — 1989
Bachelor's degree, Communication, General
Sean Kevin Jarvis's Vanguard Experience January 2000 - June 2003
Job Interim Student Minister at Salem Church of Christ
Industry Religious Institutions
Experience
Salem Church of Christ January 2013 - July 2013
Faith Christian School July 2008 - July 2009
Jefferson Christian Academy June 2006 - June 2008
ACE Group June 2003 - November 2005
Vanguard January 2000 - June 2003
Skills
Public Speaking, Teaching, Nonprofits, Preaching, Theology, Microsoft Office, Pastoral Care, Community Outreach, Event Planning, Leadership Development, Discipleship, Customer Service, Volunteer Management, Biblical Studies, Fundraising
Education
Liberty University 2006 — 2014
Master of Divinity (M.Div.), Theology/Theological Studies
Temple University
Bachelor of Arts (B.A.), Economics
Salem Church of Christ January 2013 - July 2013
Faith Christian School July 2008 - July 2009
Jefferson Christian Academy June 2006 - June 2008
ACE Group June 2003 - November 2005
Vanguard January 2000 - June 2003
Skills
Public Speaking, Teaching, Nonprofits, Preaching, Theology, Microsoft Office, Pastoral Care, Community Outreach, Event Planning, Leadership Development, Discipleship, Customer Service, Volunteer Management, Biblical Studies, Fundraising
Education
Liberty University 2006 — 2014
Master of Divinity (M.Div.), Theology/Theological Studies
Temple University
Bachelor of Arts (B.A.), Economics
Joe Orff's Vanguard Experience May 1997 - January 2015
Job Global Security Manager at Vanguard
Industry Financial Services
Experience
Cerner Corporation May 2015 - Present
Vanguard May 1997 - January 2015
Skills
Risk Assessment, CISSP, Information Security..., Alarm Systems, Microsoft Excel, Security Awareness, Security Management, Customer Service, Information Security, Risk Management, Strategic Planning, Security Audits, Leadership, Security, Business Continuity, Microsoft Office
Education
Laramie County Community College 1981 — 1983
Associate's degree, Criminal Justice
Cerner Corporation May 2015 - Present
Vanguard May 1997 - January 2015
Skills
Risk Assessment, CISSP, Information Security..., Alarm Systems, Microsoft Excel, Security Awareness, Security Management, Customer Service, Information Security, Risk Management, Strategic Planning, Security Audits, Leadership, Security, Business Continuity, Microsoft Office
Education
Laramie County Community College 1981 — 1983
Associate's degree, Criminal Justice
Chris Schwendeman's Vanguard Experience May 2014 - Present
Job Administrative Associate in BCS
Industry Financial Services
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments