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
JPMorgan Chase & Co. September 2014 - Present
Vanguard August 2013 - September 2014
USA Hockey 2002 - August 2014
Skills
Microsoft Excel, PowerPoint, Lotus Notes, Smartstream TLM
Education
University of Hartford 2009 — 2013
Bachelor of Science (B.S.), Finance & Economics
Vanguard January 2014 - Present
Vanguard 2007 - Present
Ameriprise Financial Services, Inc. 2005 - 2007
Education
University of Delaware - Lerner College of Business and Economics 2001 — 2005
Bachelor of Business Administration (B.B.A.), Marketing and Management
Vanguard August 2014 - Present
Barker Capital Management August 2013 - May 2014
Barker Capital Management December 2012 - May 2014
Clearwater Analytics May 2013 - August 2013
CED May 2012 - August 2012
Vandal Solutions September 2011 - May 2012
University of Idaho Athletics August 2011 - December 2011
Skills
Investment Strategies, Financial Accounting, Sports, Sales, Marketing, Microsoft Office, Microsoft Excel, Microsoft Word, Accruals, Equities, Bonds, Teamwork, Team Leadership, Bloomberg Terminal, Portfolio Management, Management, Customer Service
Education
University of Idaho 2010 — 2014
Business, Finance
MOJO Pure Water, LLC August 2015 - Present
Dish LLC August 2015 - Present
Jennifer Cohen Communications 2001 - November 2014
Oasis Property Group/Bay Front Properties Custom Homes September 2013 - June 2014
Main Line Health 2000 - February 2002
Vanguard 1997 - 2000
University of Pennsylvania Health System 1995 - 1997
Skills
Marketing Communications, Direct Marketing, Marketing Strategy, Direct Mail, Social Media, Social Media Marketing, Corporate Communications, Marketing Management, Email Marketing, Marketing, Project Management, Proofreading, Promotions, Proposal Writing, Project Planning, Real Estate Development, Real Estate Project..., Real Estate Marketing
Education
University of Delaware 1987 — 1991
Bachelor of Arts
Haverford Senior High School 1984 — 1987
Deutsche Bank 2007 - 2012
Vanguard 2005 - 2007
Education
University of Georgia - Terry College of Business 2012 — 2014
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill 2001 — 2005
Bachelor of Arts (BA), Economics
Vanguard January 2015 - Present
Anytime Bail Bonding, Inc. January 2010 - January 2015
Skills
Process Improvement, Superior Work Ethic, Close Attention to..., Motivated self-starter, Organization &..., Microsoft Excel, Online Marketing, Print Ads, Bank Reconciliation, Accounts Payable, QuickBooks, Customer Service..., Multi Tasking, Dependable Team Player, Leadership, Managerial Finance, Team Building, PowerPoint, Microsoft Office, Customer Service
Education
University of Florida 2013 — 2014
Master of Business Administration (MBA)
Western Carolina University 2007 — 2009
Bachelor of Science in Business Administration, Accounting and Finance, 3.97 GPA
Vanguard December 2014 - Present
Vanguard March 2014 - December 2014
Vanguard March 2013 - March 2014
Vanguard August 2011 - March 2013
Vanguard January 2012 - April 2012
Vanguard June 2010 - August 2011
Skills
College Recruiting, Customer Service, Mutual Funds, 529 Plans, Excel, Word, PowerPoint, Lotus Notes, PeopleSoft, Employee Benefits, Human Resources, Benefits Administration, SharePoint, Time Management, Training, Microsoft Office, Social Networking, Coaching, Event Planning, Job Fairs, New Hire Orientations, Leadership, Process Improvement
Education
University of Delaware 2006 — 2010
Bachelor of Arts (BA), Sociology
J.P. Morgan March 1998 - October 2014
Vanguard December 1992 - March 1998
Chase August 1987 - December 1992
Skills
Fixed Income, Hedge Funds, FINRA, Mutual Funds, Series 7, Equities, Series 6, Series 65, Series 63, Asset Management, Series 24, Alternative Investments
Education
University of Delaware
BS, Economics
Widener University
MBA, Finance
Vanguard August 2014 - Present
Vanguard January 2014 - August 2014
Vanguard April 2011 - December 2013
Lenders Edge Settlement Servces November 2009 - April 2011
Worldwide Express June 2008 - November 2009
Skills
Account Management, Series 7, Sales, Investments, Mutual Funds, New Business Development, Customer Retention, Banking, Business Development, Financial Analysis, Building Relationships, Finance, Relationship Management, Sales Process, Series 63
Education
University of Delaware 2003 — 2007
Wilmington University January 2012 - Present
Sallie Mae September 2009 - December 2011
Vanguard September 2008 - September 2009
Access Group November 2004 - September 2008
Skills
Web Marketing, Online Marketing, Web Analytics, Webmaster Services, Email Marketing, Social Media Marketing, Social Media, Digital Marketing, Marketing, Business Analysis, Google Analytics, Marketing Communications, SEO, Online Advertising, SEM, Google Adwords
Education
University of Delaware 2000 — 2005
Bachelor of Science (B.S.), Marketing
PNC March 2012 - Present
Morgan, Lewis & Bockius LLP October 2004 - March 2012
Pepper Hamilton LLP March 1998 - September 2004
SEI 1996 - 1998
Merrill Lynch November 1995 - October 1996
Merrill Lynch July 1988 - October 1995
Smithsonian Institution, Museum of American History 1988 - 1989
American Express 1987 - 1988
Vanguard June 1985 - March 1987
Education
Widener University School of Law 1994 — 1998
J.D., Cum Laude
University of Delaware 1982 — 1985
B.A., Fine Art Major, French Minor
Marple Newtown HS 1978 — 1981
Delta Dental Insurance Company September 2014 - Present
VSP Vision Care December 2013 - May 2014
Southern California Edison January 2011 - June 2013
Vanguard July 2006 - December 2009
TIAA-CREF May 2004 - July 2006
TIAA-CREF August 2002 - April 2004
Charles Schwab February 1998 - January 2002
Skills
Cross-functional Team..., Program Management, Project Management, CRM, Strategic Planning, Outsourcing, Financial Services, Quality Assurance, Business Process..., Process Improvement, Business Process, Analysis, Vendor Management, Business Planning, Change Management, Call Center, Project Portfolio..., Operations Management, Performance Management, Contact Center..., Client Loyalty Solutions, Organizational Change..., Operational Process..., First Call Resolution, Quality Assurance..., Customer Retention, Customer Experience..., Multi-site Budget..., Service Recovery, Coaching & Developing..., Net Promoter Score..., Six Sigma, Lean Operations, Customer Experience...
Education
University of Florida
Bachelor of Arts, Psychology, 3.8
Vanguard 1987 - Present
Education
University of Delaware 1983 — 1987
BS, Human Resources
IMS Health May 2015 - Present
Vanguard June 2013 - May 2015
University of Delaware October 2011 - May 2013
Premiere Eden Resort June 2012 - August 2012
University of Delaware September 2010 - December 2010
JCafé May 2010 - August 2010
Skills
PowerPoint, Microsoft Excel, Access, Microsoft Word, Communication, Business, Management, Leadership, Client Relationship..., Finance
Education
University of Delaware - Lerner College of Business and Economics 2009 — 2013
Bachelor of Science (B.S.), International Business and Marketing
Hempfield High School 2005 — 2009
Self August 2014 - Present
Global Logic May 2014 - August 2014
AT&T December 2013 - May 2014
Cantor Fitzgerald October 2012 - November 2013
Cantor Fitzgerald January 2012 - October 2012
Vanguard March 2011 - December 2011
NAVTEQ November 2010 - February 2011
University of Illinois at Chicago June 2010 - October 2010
University of Illinois at Chicago August 2008 - May 2010
Cognizant Technology Solutions August 2007 - November 2007
Skills
Android Development, Mobile Applications, Java, SQL, XML, Linux, Computer Architecture, Testing, JavaScript, Embedded Systems, Agile Methodologies, VHDL, Test Automation, Unix Shell Scripting, Requirements Analysis, Oracle, Python, C#, Software Engineering, MySQL, UML, Databases, Web Services, Java Enterprise Edition, Eclipse, C, HTML, CSS, Solaris, PL/SQL, OOP, Operating Systems, Unix, VLSI, Tomcat, Spring, Microsoft SQL Server, Git, Algorithms, Programming, PHP, Software Development, Objective-C, Visual Studio, Subversion, Cadence, C++, Android, ASP.NET, Object Oriented Design
Education
University of Illinois at Chicago 2008 — 2010
Masters Of Science, Computer Engineering
Sathyabama University 2003 — 2007
Bachelor, Electronics & Communication Engineering
GP Strategies Corporation June 2006 - Present
Cigna April 2011 - June 2015
Crayola July 2009 - March 2011
Lenovo Group Ltd January 2008 - October 2008
Rhodia 2007 - 2008
Victorinox Swiss Army June 2006 - August 2007
Lincoln Financial Group July 2004 - October 2005
Vanguard July 2003 - July 2004
Skills
Training Delivery, Customer Service, Change Management, Project Management, E-Learning, Instructor-led Training, SAP, Instructional Design, Needs Analysis, Program Management, Process Improvement, Employee Training, Training, Business Process..., Consulting, Business Process, Hands-on Training, Software Documentation, Technical Writing, ADDIE, Performance Improvement, Learning Management, Project Planning, Blended Learning, Visio, Learning Management..., Performance Consulting, Leadership, Captivate, Leadership Development, Training Needs Analysis
Education
University of Delaware - Lerner College of Business and Economics 1999 — 2003
B.S., Business Administration, Finance
Vanguard July 2015 - Present
Blue Archer June 2014 - Present
Skills
Content Writing, Digital Marketing, WordPress, Microsoft Word, CMS, Finance, Business Economics, Econometrics, InDesign, Business Analysis, English Literature, Financial Derivatives, Investment Management, Leadership, Writing, Blogging, Marketing, Research, Strategy, Social Media Marketing
Education
University of North Carolina at Wilmington 2010 — 2015
Bachelor of Science (BS), Business Administration- Economics and Finance. English Minor.
University of Hertfordshire 2012 — 2012
Internationl Studies and Managerial Accounting
Vanguard August 2014 - Present
Vanguard May 2013 - February 2014
Fischer Financial Services June 2012 - January 2013
Education
University of Delaware - Lerner College of Business and Economics 2010 — 2014
Bachelor of Science in Finance, Finance
Vanguard September 2014 - Present
DiSandro & Malloy, P.C. June 2006 - August 2014
Philadelphia Phillies December 2012 - June 2014
Philadelphia Phillies June 2013 - August 2013
Philadelphia Phillies December 2010 - January 2013
The Islander May 2009 - September 2010
Skills
Microsoft Excel, Public Speaking, Microsoft Office, Accounts Payable, Communication Skills, Public Relations, Event Management, Social Media Marketing, Marketing, Athletics, Event Planning, Ticket Sales, Social Media, Facebook, Microsoft Word, Sports Management, PowerPoint, Baseball, Sports, Sports Marketing, Fundraising, Time Management, Social Networking, Press Releases, Teamwork, Blogging
Education
Villanova University 2011 — 2014
Bachelor's Degree in Economics; Minor in Communication, Graduate
University of Delaware 2010 — 2011
Mount Saint Joseph Academy 2006 — 2010
High School Diploma
Siemens December 2012 - Present
Philadelphia Area Team Tennis Association April 2010 - Present
Syngenta April 2005 - August 2012
Wilmington Trust June 1998 - March 2005
Matlack, Inc. May 1996 - June 1998
Matlack, Inc. May 1994 - April 1996
Vanguard August 1993 - April 1994
Skills
Corptax, Corporate Tax, State Compliance, OneSource, Training & Development, ASC 740, FAS 109, SOX, State Audits, TaxStream, Hyperion, CCH, SAP, Checkpoint, BNA, Insource Express, Excel, Word, PowerPoint, Tax, Financial Reporting, Financial Planning, Federal Tax, Consolidated Returns, Consolidated Reporting, Vlookup, MS Excel Pivot Tables, State Politics, Tax Accounting, Tax Research, Income Tax, Accounting, Compliance, Process Improvement, Sarbanes-Oxley Act, IAS 12, IFRS, Meet Deadlines, Data Integration, Hyperion Enterprise, FAS 5, Tax Returns, State Tax, Finance, Forecasting, Microsoft Excel, Accounts Payable
Education
Widener University 2006 — 2010
Masters, Taxation, Financial Planning, GPA 3.495
University of Delaware - Lerner College of Business and Economics 1988 — 1993
Bachelor, Accounting
Glasgow High School 1985 — 1988
Diploma, Advanced / College Preparatory
Vanguard April 2015 - Present
Vanguard January 2015 - April 2015
Vanguard July 2011 - January 2015
SEI March 2004 - July 2011
PMG Systems June 1998 - March 2004
Skills
Financial Modeling, Activity Based Costing, Decision Support, Return on Investment..., Customer Profitability, Financial Planning, Management, Project Management, Strategic Financial..., Strategy
Education
University of Delaware - Lerner College of Business and Economics 1994 — 1998
Bachelor of Science in Business Administration, Finance and Marketing
Vanguard January 2014 - Present
Vanguard March 2013 - January 2014
Vanguard June 2012 - March 2013
Vanguard August 2011 - June 2012
Vanguard June 2007 - August 2011
Vanguard April 2002 - May 2007
PwC September 1999 - April 2002
Skills
Internal Controls, Risk Management, Training & Development, Leadership Development, Process Improvement, Risk Assessment, Analysis, Leadership, Auditing, Enterprise Risk..., Internal Audit, Finance
Education
University of Delaware - Lerner College of Business and Economics 1995 — 1999
BS in Accounting, MIS Minor
Vanguard February 2015 - Present
Vanguard February 2014 - February 2015
Figliozzi & Company, CPA's June 2011 - January 2014
Merrill Lynch 2012 - 2013
Skills
Leadership, Finance, Microsoft Excel, Microsoft Office, Auditing, Equities, Economics, Financial Analysis, Financial Modeling, Eagle Scout, Bloomberg, Access, Portfolio Management, Visual Studio, Visual Basic, Strategic Financial..., Series 7, Series 63, Mutual Funds, ETFs, Client Relations Skills, Customer Service, Financial Planning
Education
University of Delaware - Lerner College of Business and Economics 2009 — 2013
Bachelor of Science (B.S.), Finance
Chaminade High School 2005 — 2009
Bain & Company June 2014 - August 2014
Citi June 2013 - August 2013
Vanguard April 2011 - June 2011
Skills
Microsoft Office, Java, HTML, Financial Modeling, Teaching, Budgets, Nonprofits, Marketing, Leadership, Economics
Education
University of Pennsylvania
University of Pennsylvania - Huntsman Program 2011 — 2015
BS/BA, International Studies and Business, Summa Cum Laude
University of Havana 2013 — 2013
The Baldwin School 2000 — 2011
Duo Security January 2015 - Present
AlixPartners January 2013 - January 2015
AlixPartners April 2009 - January 2013
Vanguard 2006 - 2009
Pepper Hamilton LLP 2003 - 2006
Skills
Corporate Law, Corporate Governance, Licensing, Privacy Law, Contract Negotiation, FCPA, Legal Advice, Legal Compliance, Litigation Management, Internal Investigations
Education
University of Pennsylvania Law School 2000 — 2003
J.D., Law
University of Florida 1997 — 1999
B.S., Business Administration (Finance)
Millennialmoola.com June 2015 - Present
Vanguard September 2013 - June 2015
Vanguard July 2012 - September 2013
University of Florida September 2009 - May 2011
University of Florida September 2009 - May 2011
Skills
Economics, Data Analysis, Quantitative Analytics, R, Statistics, Portfolio Management, Spanish, Statistical Analysis,..., Regression Analysis, Statistical Finance, Project Management, Bloomberg Terminal, Mutual Funds, Travel Planning, Personal Finance, Tutoring, Fixed Income Portfolio..., Municipal Bonds, VBA, Research, Public Speaking
Education
University of Florida 2008 — 2012
BS, BA, Statistics, Economics, Summa Cum Laude
Pensacola High School 2004 — 2008
International Baccalaureate Diploma, Valedictorian
Vanguard March 2015 - Present
Vanguard September 2011 - March 2015
Skills
Mutual Funds, Investments, Finance, Retirement, Accounting, Securities, Bloomberg, Equities, Fixed Income, Financial Services, Asset Management, ETFs, Mergers & Acquisitions, Series 7
Education
Widener University
Master of Science (MS), Taxation & Financial Planning
University of Delaware - Lerner College of Business and Economics
BS, Economics, Management Information Systems
Deloitte August 2015 - Present
Deloitte June 2014 - August 2015
Deloitte & Touche, LLP August 2013 - June 2014
Howden North America Inc. January 2013 - August 2013
5-hour ENERGY August 2012 - May 2013
Vanguard May 2012 - August 2012
Forum 2000 Foundation March 2012 - June 2012
Sageworks, Inc. May 2011 - January 2012
University of South Carolina January 2011 - June 2011
Rent The Runway August 2010 - December 2010
Skills
Microsoft Office, Sales, Financial Services, PowerPoint, Microsoft Excel, Customer Service, Event Planning, Public Speaking, Marketing, Social Media Marketing, Public Relations, Social Networking, Leadership, Marketing Strategy, Recruiting, Business Development, Advertising, Training, Market Research
Education
University of South Carolina - The Moore School of Business 2009 — 2013
B.S. Business Administration, Major: Finance & Marketing, Minor: Economics, 3.88/4.0
Vysoká škola ekonomická v Praze 2012 — 2012
Bachelor of Business Administration (BBA), Economics
Vanguard April 2014 - Present
United States Army Reserve December 2005 - Present
The Gap, Inc. September 2007 - August 2013
Skills
Customer Service, Microsoft Office, Leadership, Microsoft Excel, Microsoft Word, Research, CRM
Education
University of Delaware
University of Delaware
Berkshire Hathaway HomeServices Fox & Roach, Realtors January 2015 - Present
Vanguard June 2013 - October 2014
RiverCrest Golf Club and Preserve August 2007 - May 2013
ING Financial Partners January 2012 - May 2012
Nike Factory Store October 2007 - April 2008
Skills
PowerPoint, Customer Service, Microsoft Excel, Microsoft Office, Sales, Microsoft Word, Marketing, Research, Event Planning, Time Management
Education
University of Delaware - Lerner College of Business and Economics 2010 — 2012
Bachelor of Science (B.S.), Economics
Perkiomen Valley High School 2004 — 2008
Vanguard July 2014 - Present
UBS June 2013 - August 2013
Education
University of Delaware - Lerner College of Business and Economics 2010 — 2014
LearnVest October 2014 - Present
Vanguard October 2010 - October 2014
Skills
Finance, Portfolio Management, Confined Space Rescue, Financial Analysis, Financial Modeling, Investments, Investment Strategies, Financial Planning, Retirement, Series 63, Retirement Planning, Series 7
Education
University of Idaho
Colabination July 2015 - Present
Macy's January 2015 - July 2015
Macy's August 2014 - January 2015
J.P. Morgan January 2014 - June 2014
Reybold Group September 2013 - December 2013
Vanguard May 2013 - August 2013
Hertz June 2012 - June 2013
Skills
Customer Service, Cash Handling, PowerPoint, Word, Excel, Android, Media Services, Microsoft Word, Microsoft Excel, Employee Relations, Marketing, Leadership, Cash Flow, Management, Advertising, Event Planning, Sales, Microsoft Office, Time Management, Social Media, Teamwork, Public Speaking, Social Networking
Education
University of Delaware 2010 — 2014
Bachelor of Science (B.S.), Marketing
Monsignor Bonner High School 2006 — 2010
High School Diploma
Vanguard October 2013 - Present
Teresa Caffe April 2012 - April 2013
Jane August 2012 - November 2012
The Pennington School March 2012 - May 2012
Colorado Environmental Coalition June 2011 - August 2011
TerraCycle June 2010 - August 2010
Skills
Communication, Research, Corporate Social..., PowerPoint, Problem Solving, Public Relations, Organizational..., Relocation, Travel, Customer Service, Newsletters, Sales
Education
University of Delaware 2009 — 2012
Bachelor of Arts (B.A.), Sociology
University of Denver 2007 — 2009
NVIDIA May 2013 - Present
EM Photonics, Inc May 2007 - May 2013
Vanguard May 2006 - August 2006
Skills
C, C++, Matlab, Algorithms, VHDL, Embedded Systems, CUDA, GPGPU, OpenGL, OpenCL, High Performance...
Education
University of Delaware 2006 — 2008
Master of Electrical Engineering
University of Delaware 2002 — 2006
Honors Bachelor of Computer Engineering, Computer Engineering
Connolly Gallagher LLP 2012 - Present
Connolly Bove Lodge & Hutz LLP 2007 - 2012
United States Bankruptcy Court for the District of Delaware 2006 - 2006
Delaware Office of the Attorney General 2005 - 2005
Wilmington Trust 2003 - 2005
Vanguard 2002 - 2003
Skills
Bankruptcy, Commercial Litigation, Courts, Trusts, Estate Planning, Legal Research, Litigation, Corporate Law, Corporate Governance, Civil Litigation, Due Diligence, Insurance, Legal Writing, Intellectual Property, Trade Secrets, Arbitration, Family Law, Westlaw
Education
Villanova University School of Law 2005 — 2008
University of Delaware 1998 — 2002
BS, Finance, Economics, and Management Information Systems
Accenture April 2011 - Present
Vanguard May 2009 - April 2011
Skills
Java, REST, SOA, Spring, MVC Architecture, Architecture, MongoDB, Performance Testing, JUnit, Tomcat, Eclipse, Agile Methodologies
Education
University of Florida 2006 — 2009
Bachelor of Science, Computer Software Engineering
The Colography Group February 2015 - Present
Randstad USA August 2014 - December 2014
Choice Business Solutions November 2013 - August 2014
University of Georgia August 2012 - May 2013
UPS May 2012 - August 2012
University of Georgia September 2011 - May 2012
Vanguard December 2007 - May 2010
Vanguard October 2006 - December 2007
Skills
Leadership, Marketing, CRM, Project Management, Financial Modeling, Analytics, Business Strategy, Process Improvement, Data Analysis, Social Media Marketing, Market Research, Financial Analysis, Management, Marketing Strategy, Competitive Analysis, Business Development, Channel Management, Employee Training, New Product Development, Written & Oral..., Supply Chain Management, Investments, Product Development
Education
University of Georgia - Terry College of Business 2011 — 2013
MBA, Corporate Marketing
University of Pennsylvania - The Wharton School 2002 — 2006
BS, Economics
The Westminster Schools 1998 — 2002
Vanguard June 2011 - Present
Sunrise Senior Living April 2008 - January 2011
Marriott May 2007 - April 2008
Marriott International 2005 - 2007
Philadelphia Airport Marriott 2002 - 2004
Westfields Marriott 2000 - 2002
Skills
Financial Modeling, Budgeting, Accounting, Strategic Planning, Business Planning, Hyperion, Financial Analysis, Forecasting, Financial Reporting, Corporate Finance, Asset Management, PeopleSoft, Due Diligence, Compliance, P&L, Contract Negotiations, Excel, Team Building, Real Estate, Competitive Analysis, Process Improvement, Market Analysis, Capital Budgeting, Hospitality, Portfolio Management, Strategic Financial..., Strategy, Budgets, Finance, Analysis, Leadership, Asset Managment, Sarbanes-Oxley Act, Management, Contract Negotiation, Auditing, Cross-functional Team..., Income Statement, Business Strategy, Cash Flow, Microsoft Excel, Hyperion Enterprise, Internal Controls, Business Process..., Valuation
Education
University of Delaware - Lerner College of Business and Economics 1996 — 2000
BSBA, Finance & Management
Radnor High School 1992 — 1996
GlaxoSmithKline March 2014 - Present
DLA Piper LLP January 2012 - March 2014
Elemica, Inc. 2010 - 2011
Dechert LLP July 2007 - July 2010
Thomas Jefferson University Hospital 2007 - 2007
Morgan, Lewis & Bockius LLP 2005 - 2007
Vanguard 2001 - 2003
Skills
Westlaw, Legal Research, Securities, Securities Regulation, Litigation, Legal Writing, Intellectual Property, Bankruptcy, Civil Litigation, Legal Assistance
Education
Villanova University 2004 — 2005
Paralegal Certification, Law
University of Delaware 1997 — 2001
Bachelor of Science, Finance
West Chester University of Pennsylvania August 2003 - Present
Presby's Inspired Life October 2010 - February 2013
Gawthrop Greenwood, P.C. December 2006 - January 2010
Schnader Harrison Segal & Lewis LLP September 2005 - October 2006
U.S. District Court for the Eastern District of Pennsylvania August 2004 - August 2005
Vanguard January 1998 - August 2001
Skills
Job interview/resume..., Public Speaking, Environmental law, Environmental Law, Legal Research, Civil Litigation, Trials, Corporate Law, Legal Issues, Management, Commercial Litigation, Courts, Research, Hearings, Legal Writing, Litigation, Leadership
Education
Villanova School of Law 2001 — 2004
J.D
University of Delaware 1995 — 1996
B.A, Communications
West Chester University of Pennsylvania
MA, Communication Studies
SevOne June 2015 - Present
Acute Consulting, LLC March 2015 - Present
Capital One September 2011 - March 2015
Radian 2010 - 2011
Vanguard September 2008 - 2010
Wilmington Trust Company 2005 - 2008
JPMorgan Chase 2003 - 2005
Computer Sciences Corporation 2000 - 2003
J.P. Morgan 1998 - 2000
J.P. Morgan 1998 - 1998
Skills
Executive Pay, Deferred Compensation, HRIS, Incentive Programs, Employee Benefits, Talent Management, Employee Relations, Performance Management, Succession Planning, Human Resources, Talent Acquisition, Employee Engagement, Job Analysis, Management, Strategy, Leadership, Organizational..., Financial Services, Executive Management, Analysis, Change Management, Process Improvement, HR Consulting
Education
University of Delaware
Bachelor of Arts (B.A.), Political Science and Government
University of Virginia Darden School of Business
Executive Education, Strategic Decision Making
Villanova University
Human Resources Management - Certificate
University of Delaware February 2012 - Present
Vanguard June 2013 - February 2014
White House Black Market May 2012 - February 2013
Skills
Microsoft Office, Social Media, Customer Service, Teamwork, HTML, Databases, Organization, Facebook, Macintosh Applications, Business Etiquette, Customer Relations, SPSS, Trained Student Mentor, Microsoft Excel
Education
University of Delaware - Lerner College of Business and Economics 2011 — 2015
Bachelor of Science
Downingtown East High School 2007 — 2011
High School Diploma
Vanguard October 2013 - Present
21st Century Insurance (Farmers Insurance) January 2009 - October 2013
Collegiate Effies 2011 - 2013
AIG (AIG Direct) September 2006 - December 2008
GEICO December 1999 - September 2006
Skills
Digital Marketing, Market Research, Analytics, Marketing Strategy, Web Analytics, Segmentation, Online Advertising, Product Management, Marketing Research, Brand Development, Advertising, Data Analysis, Customer Insight, Marketing, Strategy
Education
University of Maryland - Robert H. Smith School of Business 2003 — 2006
MBA, Management & Organization, Marketing
University of Delaware - Lerner College of Business and Economics 1990 — 1998
BSBA, Operations Management, Finance, Economics
Strategic Insight February 2007 - Present
vanguard 2004 - 2007
The Vanguard Group November 2004 - December 2006
Education
University of Florida 2000 — 2004
Bachelors of Science, Marketing and Business Administration
University of Florida - Warrington College of Business Administration 2000 — 2004
Vanguard December 2013 - Present
Skills
Mutual Funds, Fixed Income, Asset Management, Equities, Securities, Investments, Alternative Investments, Hedge Funds, Bloomberg, Capital Markets
Education
University of Denver - Sturm College of Law 2007 — 2011
JD
University of Colorado 2002 — 2004
MBA, Finance
University of Colorado 1991 — 1995
BA, Political Science
Vanguard November 2012 - Present
Vanguard May 2012 - Present
Vanguard January 2012 - May 2012
Vanguard May 2011 - January 2012
Randstad November 2010 - April 2011
AIDS Fund July 2010 - November 2010
AIDS Fund June 2010 - November 2010
Private Family September 2008 - May 2010
French Embassy English Assistant Program October 2008 - April 2009
Northwestern Mutual Financial Network May 2006 - January 2008
Skills
Microsoft Office, Customer Service, PowerPoint, Microsoft Excel, Social Media, Public Relations, Strategic Planning, Account Management, Insurance, Editing, Microsoft Word, Outlook, Economics, Public Speaking, Facebook, Event Planning, Teamwork, Research, Access, Analysis, Adobe Creative Suite, iMovie, SharePoint, Project Management
Education
University of Delaware - Lerner College of Business and Economics 2003 — 2008
BS Finance, International Business
University of Delaware 2003 — 2007
Bachelor of Arts, French Literature
Morningstar September 2015 - Present
Morningstar, Inc. August 2013 - September 2015
Morningstar, Inc. February 2008 - August 2013
Morningstar, Inc. January 2007 - February 2008
Vanguard June 2005 - December 2006
ING DIRECT April 2004 - May 2005
Skills
Indexing, Scrum, ETFs, Product Management, Investment Research, Asset Management, Equities, Alternative Investments, Financial Risk, Fixed Income, Mutual Funds, Financial Services, Portfolio Management, Investment Management, Finance, Wealth Management, Investment Strategies, Investment Advisory, Hedge Funds, Financial Modeling
Education
University of Delaware - Lerner College of Business and Economics 2001 — 2005
Bachelor of Science (B.S.), Finance, General
Vertex Inc. December 2012 - Present
The Judge Group November 2004 - November 2012
SEI Investments November 2004 - November 2012
Cadient Group April 2004 - October 2004
Sanchez Computer Associates April 2000 - April 2004
The Vanguard Group 1991 - 2000
Vanguard 1991 - 2000
Skills
Financial Services, Requirements Gathering, Business Analysis, Software Project..., Requirements Analysis, Process Improvement, SDLC, Business Requirements, Business Process..., Vendor Management, Enterprise Software, User Acceptance Testing, Business Process, Visio
Education
University of Delaware 1988 — 1991
Bachelor of Science (B.S.), Finance, General
Conestoga HIgh School 1982 — 1986
High School
Vanguard August 2014 - Present
LearnVest, Inc. December 2013 - August 2014
USAA January 2003 - December 2013
Skills
Financial Planning, Retirement Planning, Investments, Insurance, Retirement, Wealth Management, Series 7, Annuities, Mutual Funds, Financial Advisory, Investment Advisory, Asset Allocation, Retirement Income..., Series 63, Personal Financial..., Investment Strategies, IRAs, Series 65, 401k, Certified Financial..., Estate Planning, 401k Rollovers, Personal Finance, College Savings Plans, Roth IRA
Education
University of Phoenix 1999 — 2002
MBA, Global Management
University of Hawaii at Manoa 1989 — 1993
BA, Liberal Studies
Vanguard October 2015 - Present
Capital Group Companies 1993 - June 2015
ASQ 2008 - 2015
Skills
Process Improvement, Leadership, Management, Financial Services, Analysis, Business Process..., Project Management, Customer Service, Risk Management, Mutual Funds, Business Analysis, Program Management, Performance Management, Strategic Planning, Vendor Management, Change Management, Quality Assurance, Team Building, Coaching, Strategy, Team Leadership, Call Centers, Training, Operations Management, Data Analysis, Talent Management, Organizational..., Microsoft Excel, Relationship Management, Software Documentation, Leadership Development, Management Consulting, SDLC, Asset Management, Six Sigma, Visio, Human Resources, management consul
Education
University of Illinois at Chicago 1986 — 1991
Bachelor of Arts (B.A.), Philosophy
University of Illinois at Chicago 1986 — 1991
Bachelor of Arts (B.A.), English Language and Literature/Letters
The Vanguard Group February 2010 - Present
Vanguard 2007 - 2010
Vanguard 2006 - 2007
Primerica January 2006 - May 2006
Skills
Series 63, Bloomberg, Series 7, Microsoft Excel, Access, Outlook, PowerPoint, Microsoft Office, FINRA, Bloomberg Terminal, Mutual Funds, Cognos, Lotus Notes, Equities, Microsoft Word, DTC, Financial Services, Securities, Investments, SnagIt, NICE Call Recording, Thomson One Analytics
Education
University of Delaware - Lerner College of Business and Economics 2002 — 2006
Bachelor of Science (B.S.), Finance, General
Southampton High School 1998 — 2002
The Vanguard Group October 2011 - Present
The Vanguard Group June 2009 - September 2011
Vanguard July 2007 - June 2009
The Vanguard Group May 2005 - July 2007
Vanguard December 2003 - June 2005
Vanguard May 2001 - December 2003
Vanguard June 1999 - April 2001
Vanguard June 1998 - May 1999
Vanguard January 1997 - June 1998
Vanguard August 1995 - January 1997
Skills
Six Sigma, Process Improvement, Continuous Improvement, DMAIC, Project Management, Quality Assurance, Black Belt, Business Process Mapping, Business Process..., Change Management, Business Analysis, Operational Excellence, Cross-functional Team..., Program Management, Lean Manufacturing, Management, CRM, Leadership
Education
University of Delaware 1988 — 1992
Bachelor of Arts, History
Vanguard July 2015 - Present
Skills
Vendor Management, Vendor Relations, Vendor Finance, Contract Negotiation, Project Planning, Project Coordination, Project Implementation, Risk Management, Change Management, Corporate Treasury, Treasury Functions, Treasury Systems, Cash Management, Cash Flow Forecasting, Budget Management, Budget Development, Budget Tracking, Budget Oversight, Policy Writing, Microsoft Office, Lotus Notes, Treasury Management, Business Analysis, Strategic Financial..., Financial Modeling, Financial Reporting, Banking, Management, Budgets, Project Management, Analysis, Forecasting, Process Improvement, Leadership, Financial Analysis, Treasury, Sarbanes-Oxley Act, Business Process..., Financial Services, Accounting
Education
Villanova University 1996 — 2000
Masters of Business Administration, General
University of Delaware - Lerner College of Business and Economics 1987 — 1991
Bachelors of Science, Accounting
Invidi Technologies May 2011 - Present
Philadelphia Gas Works November 2010 - May 2011
The Hackett Group September 2010 - November 2010
CommVault May 2010 - August 2010
Philadelphia Gas Works March 2009 - May 2010
ADP October 2008 - February 2009
Siemens May 2008 - September 2008
Tangible Value February 2008 - April 2008
Vanguard April 2007 - January 2008
Vanguard Financial 2007 - 2008
Skills
Software Documentation, Instructional Design, Manuals, Business Analysis, Technical Writing, Online Help, Visio, Analysis, Technical Documentation, User Interface Design, Content Management, FrameMaker, Technical Communication
Education
University of Delaware 1989 — 1993
eBay Enterprise October 2013 - Present
Vanguard October 2012 - October 2013
Vanguard May 2012 - October 2012
The Vanguard Group July 2010 - July 2012
Vanguard July 2008 - June 2010
Skills
Relationship Management, Microsoft Excel, Project Management
Education
University of Delaware - Lerner College of Business and Economics 2004 — 2008
Bachelor of Science (B.S.), Finance, General
Columbia University 2012 - Present
SWIFT 2007 - Present
ECS Financials 2005 - Present
Vanguard 2003 - 2004
Franklin Templeton Investments 2002 - 2003
Fiduciary Trust 2001 - 2002
Deutsche Bank 1999 - 2001
Chase 1999 - 1999
HSBC 1997 - 1999
Skills
Integration, EAI, SWIFT payments, Enterprise Architecture, WebSphere MQ, SOA, SDLC, Middleware
Education
University of Florida 1991 — 1994
PhD, Engineering
University of Kerala 1990 — 1991
Master of Science (MS), Engineering
University of Kerala 1983 — 1988
Bachelor of Science (BS), Engineering
Education Pioneers June 2015 - Present
Vanguard September 2011 - April 2015
NSHMBA Philadelphia 2014 - March 2015
Coqui Consulting July 2005 - November 2010
Bank of New York June 2004 - September 2004
Bank of New York October 2002 - May 2004
Bank of New York August 2001 - September 2002
John Hancock Financial Services February 1997 - August 1999
Skills
Organizational..., Investments, Portfolio Management, Organizational..., Valuation, Leadership Development, Diversity & Inclusion, Financial Analysis, Equities, Executive Coaching, Finance, Culture Change, Financial Modeling, Change Management, Series 7, Due Diligence, Strategic Planning, Coaching, Workshop Facilitation, Fixed Income, Program Management, Organizational Design, Leadership, Corporate Finance, Entrepreneurship, Bonds, Investment Strategies, Capital Markets, 360 Feedback, Asset Managment, Strategy, Succession Planning, Management Consulting, Team Building, Hedge Funds, Analysis, Emerging Markets, Accounting, Banking, Mergers, Recruiting, Credit Analysis, Credit, Risk Management, Interviews, Non-profits, Business Strategy, Talent Management, Performance Improvement, Financial Services
Education
Gestalt Center for Organization and Systems Development 2006 — 2008
Certificate, Organizational and Systems Development Program
NTL Institute 2005 — 2006
Certificate, Diversity Practitioner Certificate Program
University of Rochester - William E. Simon Graduate School of Business Administration 1999 — 2001
MBA, Corporate Finance & Corporate Accounting
University of Florida 1992 — 1996
Bachelor of Science in Business Administration, Marketing
Vanguard February 2010 - Present
The Vanguard Group March 2004 - February 2010
The Vanguard Group January 2003 - March 2004
The Vanguard Group January 2002 - January 2003
The Vanguard Group April 2001 - January 2002
The Vanguard Group August 1999 - April 2001
Skills
Cash Management, Finance
Education
University of Delaware - Lerner College of Business and Economics 1995 — 1999
BSBA, Major in Finance, Minor in International Business and Minor in Econimics
Vanguard January 2013 - Present
The Vangurd Group March 2012 - February 2013
Vanguard January 2010 - March 2012
Vanguard November 2009 - December 2010
Vanguard March 2009 - November 2009
Vanguard July 2007 - December 2008
Vanguard November 2006 - July 2007
Vanguard November 2006 - April 2007
MBNA January 2005 - April 2006
MBNA January 2005 - April 2006
Skills
Resource Allocation, Operational Efficiency, Risk, Call Center, Process Improvement, Customer Relations, Pricing, Series 7, Six Sigma, Customer Service, Performance Management, Banking, Operations Management, Team Building, Change Management, Strategic Planning, Series 6, Series 63, Investments, Mutual Funds, Leadership, Credit Cards, Call Centers, Financial Risk, CRM, Financial Services, Retirement, 401k, Management, Training, Program Management
Education
Wilmington College 2012 — 2014
Master of Science (MS), Public Administration
Villanova University 2007 — 2007
Greenbelt Certificate, Six Sigma
Villanova University 2006 — 2006
Certificate, Six Sigma - Green Belt
University of Delaware 1989 — 1993
BA, Psychology
University of Delaware 1989 — 1991
Bachelor of Arts and Science, Psychology
Delaware Technical Community College 1986 — 1988
Associates of Arts and Science, Human Service
Vanguard November 2013 - Present
Vanguard June 2012 - November 2013
Vanguard April 2008 - June 2012
Vanguard December 2003 - April 2008
Vanguard June 2001 - December 2003
Vanguard June 1997 - June 2001
Skills
Leadership, Business Strategy, Relationship Management, Investment Strategies, Asset Allocation, Mutual Funds, Financial Modeling, Financial Analysis, Series 6, Series 63, CIMA®, Investments, Finance, CRM, Corporate Finance, Management
Education
Villanova University 2000 — 2002
MBA, Finance
University of Delaware 1993 — 1997
BSBA, Finance & Marketing
SEI March 2009 - Present
SEI February 2008 - February 2009
The Vanguard Group February 1989 - February 2008
Vanguard 1989 - 2007
Skills
Business Analysis, Financial Services, Investments, Management, Mutual Funds, Process Improvement, Relationship Management, SDLC, Software Project..., Vendor Management, Requirements Analysis, Project Management, Asset Management
Education
University of Delaware 1984 — 1988
BS, Business Management
Premier Alliance February 2010 - Present
The Employers Association September 2008 - December 2009
The Vanguard Group 2000 - 2004
Vanguard 2000 - 2004
Osprey Systems 1995 - 2000
Osprey Systems 1995 - 2000
Skills
Employee Relations, Interviews, Recruiting, Internet Recruiting, Performance Management, Talent Management, Talent Acquisition, Change Management, Organizational..., HRIS, Benefits Administration, Human Resources, Technical Recruiting, Employee Benefits, Onboarding, Applicant Tracking..., College Recruiting, Employee Engagement, Benefits Negotiation, Sourcing, Contract Recruitment, Executive Search, New Hire Orientations, Screening
Education
University of Hartford
B.A., Psychology
Vanguard August 2012 - Present
PwC October 2007 - August 2012
PwC May 2010 - November 2010
Ernst & Young June 2006 - October 2007
Ernst & Young June 2005 - August 2005
Ernst & Young June 2004 - August 2004
Skills
Auditing, US GAAP, CPA, SEC filings, Internal Controls, Tax, Mergers & Acquisitions, Accounting, GAAP, Financial Accounting, Financial Reporting, Corporate Tax, External Audit
Education
University of Delaware 2002 — 2006
BS, Economics, Accounting
University of Delaware - Lerner College of Business and Economics 2002 — 2006
Bachelor of Science, Accounting, Economics
Vanguard February 2014 - Present
The Vanguard Group May 2011 - January 2014
Vanguard January 2009 - May 2011
Vanguard September 2006 - December 2008
Vanguard June 2005 - August 2006
Vanguard October 2004 - July 2005
Skills
Mutual Funds, Investments, Series 63, Series 6, Equities, 401k, Financial Services, Retirement, Asset Allocation, Retirement Planning, Relationship Management, Finance, Process Improvement
Education
Villanova University 2013 — 2015
Master of Business Administration (MBA), Finance
University of Delaware - Lerner College of Business and Economics 2001 — 2004
BS, Finance and Economics
BNY Mellon Asset Servicing 2004 - Present
DuPont 2002 - 2004
Vanguard 2000 - 2002
PwC 1997 - 2000
Master, Sidlow & Assoiates, P. A. 1994 - 1997
Skills
Tax, Corporate Tax, Tax Research, Tax Accounting, Income Tax, CPA, Tax Preparation
Education
Widener University 2000 — 2003
M.S., Taxation
University of Delaware 1989 — 1994
B.S., Accounting
WHYY May 2014 - Present
Vanguard August 2010 - May 2014
Self-employed 2001 - 2010
Community Foundation of South Jersey 2009 - 2009
Celebration Theater of Lansdowne 2003 - 2006
West Publishing Company 1987 - 1994
Skills
Nonprofits, Fundraising, Event Planning, Public Speaking, Editing, PeopleSoft, Social Media, Research, Budgets, Customer Service, Non-profits, Microsoft Office, Social Media Marketing, Blogging, Public Relations, Marketing, Volunteer Management, Newsletters, Community Outreach, Event Management, Grants, Writing, Theatre, Creative Writing, Proofreading, Social Networking, Copy Editing, Customer Relations, Administrative Support, Compliance, Lotus Notes, Documentation, Social Media Blogging
Education
University of Delaware 1980 — 1984
Bachelor of Arts, Criminal Justice, Political Science, cum laude
Vanguard November 1999 - Present
Nemours 1988 - 1998
Skills
Computer Science, Unix Shell Scripting, Unix, Violin, Singing, vi (the text editor), Windows
Education
University of Delaware 1980 — 1992
many, Computer Science, Music
Merrill Lynch April 2013 - Present
Merrill Lynch September 2007 - April 2013
Vanguard October 2006 - September 2007
Skills
Series 7, Series 63, Bloomberg, Mutual Funds, Fixed Income, Equities, Securities, Asset Allocation, Investments, FINRA, Derivatives, Portfolio Management, Financial Markets
Education
University of Delaware 2002 — 2006
Bachelor of Science - Finance, Finance, Economics
East Brunswick High School 1998 — 2002
General Studies w/ AP Credits, Biology, General
Comcast March 2015 - Present
Comcast February 2013 - March 2015
Comcast Spotlight January 2012 - February 2013
Vanguard July 2009 - January 2012
Vanguard July 2008 - July 2009
Comcast June 2007 - August 2007
Skills
Project Management, Financial Analysis, Relationship Management, Microsoft Excel, PowerPoint, Cross-functional Team..., Analysis, Forecasting, Strategy
Education
Villanova University 2013 — 2015
MBA, Strategic Management
University of Delaware - Lerner College of Business and Economics 2004 — 2008
B.S., Finance, Marketing, International Business
PwC September 2014 - Present
Wawa, Inc. November 2013 - September 2014
University of Delaware July 2013 - November 2013
Vanguard April 2012 - May 2013
Deloitte Consulting June 1999 - March 2012
Skills
Articulate, Captivate, Photoshop, Video Editing, PowerPoint, Instructor-led Training, ADDIE, Microsoft Excel, Adobe Audition, Blended Learning, Project Management, Instructional Design, E-Learning, Microsoft Word, Training, Organizational..., Coaching, Change Management, Program Management, Leadership Development, Management
Education
University of Delaware 1971 — 1975
Bachelor of Science (B.S.)
Vanguard January 2014 - Present
Vanguard July 2011 - December 2013
Northwestern Mutual June 2010 - September 2010
Education
University of Delaware - Lerner College of Business and Economics 2007 — 2011
Finance
Maycom Communications/Sprint Preferred Retailier July 2013 - July 2015
Joint Communications Support Element July 2011 - March 2014
Special Operations Command Central July 2008 - June 2011
Joint Communications Support Element January 2007 - March 2008
Sprint-Nextel January 2004 - June 2006
Sprint-Nextel September 2002 - December 2004
Sprint-Nextel October 2001 - August 2002
Vanguard June 2000 - July 2001
Skills
Leadership, Training, Recruiting, Military Operations, Command, Project Planning, Military, Management, Defense, Sales Operations, District Sales..., Human Resources, Budget Process, P&L Management, Team Building, Team Leadership, Strategic Planning, Knowledge Management, Business Development
Education
University of Florida 1995 — 1997
B.A, Political Science
Shire Pharmaceuticals October 2014 - December 2014
Sikorsky Global Helicopters July 2013 - October 2014
Johnson Matthey August 2010 - April 2013
Wyeth Pharmaceuticals July 2007 - December 2009
Vanguard October 2005 - March 2007
BC SPORTS COLLECTIBLES December 2000 - May 2003
VANGUARD December 1997 - December 2000
WYETH-AYERST LABORATORIES August 1995 - December 1997
THE ELECTRONICS BOUTIQUE May 1992 - May 1995
Skills
Outlook, Administrative..., Time Management, Microsoft Excel, Calendars, Project Planning, Administrative..., Retail, Executive..., PowerPoint, Microsoft Word, Telephone Skills, Training
Education
University of Florida
Bachelor of Science, Business Administration
Vanguard December 2012 - Present
Vanguard April 2010 - December 2012
Skills
Series 63, Series 6, 401k, ERISA, Qualified Retirement...
Education
Penn State University 2002 — 2005
Master of Business Administration (MBA), Business Administration and Management, General
University of Delaware 1995 — 1999
Bachelor of Arts (BA), Psychology
Universita de Siena 1998 — 1998
Italian
Vanguard October 2010 - Present
Vanguard August 2006 - June 2009
Education
University of Delaware - Lerner College of Business and Economics 2002 — 2006
BS, Finance, Management
Vanguard January 2012 - Present
Vanguard January 2010 - March 2012
Vanguard August 2007 - January 2010
Vanguard October 2005 - August 2007
Skills
Private Pilot with...
Education
University of Illinois at Urbana-Champaign 1999 — 2003
BS, Psychology
Vanguard February 2014 - Present
Vanguard April 2012 - February 2014
Comprehensive Neurology LLC. January 2012 - March 2012
Independent Health Care Provider December 2011 - February 2012
Critical Exposure August 2011 - December 2011
Global Adjustments January 2011 - February 2011
Skills
Illustration, Graphic Design, Photoshop, Illustrator, Dreamweaver, InDesign, JavaScript, HTML, CSS, PHP, Flash, ActionScript, jQuery, Photography, Digital Painting, Book Design, Book Covers, Web Design, Web Development, Typography, Logo Design
Education
University of Delaware 2007 — 2011
BFA, Visual Communications
SEI Investments February 2011 - Present
Specht Investment Corp. November 2009 - March 2011
Group One Trading, LP August 2004 - November 2009
ERisk (an Oliver Wyman spin-off) May 2003 - July 2004
Vanguard May 2002 - August 2002
Skills
Derivatives, Options, Volatility, Hedging, VBA, Portfolio Management, Capital Markets, Investments, Financial Modeling, Trading, Bloomberg, Electronic Trading, Risk Management, Trading Strategies, Financial Risk
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA)
University of Florida 1999 — 2003
BSBA, Finance, Economics
Vanguard February 2015 - Present
Vanguard January 2006 - Present
Education
University of Delaware 1986 — 1991
BS, Finance
Vanguard May 2011 - Present
University of Delaware September 2007 - December 2010
University of Delaware February 2009 - September 2010
Skills
Java, Python, C++, PHP, Microsoft Office, Perl, SQL, JavaScript, Linux, Eclipse, Unix, XML, Lisp, C, HTML, MySQL, Subversion, Programming, CSS, C#
Education
University of Delaware 2007 — 2010
BS, Computer Science
Vanguard August 2015 - Present
Vanguard 1998 - July 2015
American Express Financial Advisors 1997 - 1998
English Language Institute - University of Delaware 1996 - 1997
Mission To The World 1992 - 1996
Skills
Securities
Education
University of Delaware 1981 — 1987
BAAS, International Relations
American College 2004 — 2005
CFP(R), Financial Planning
Vanguard December 2012 - Present
Aon Hewitt April 2011 - August 2014
Raleigh Adult Medicine April 2000 - April 2011
Raleigh Internal Medicine March 1987 - April 2000
Kaiser Permanente January 1985 - March 1987
Kron Medical July 1984 - December 1984
University of North Carolina/ North Carolina Memorial Hospital July 1981 - June 1984
Skills
Medicine, Primary Care, Inpatient, Healthcare, Healthcare Management, Healthcare Information..., Clinical Research, Hospitals, Informatics, EMR, EHR, Internal Medicine, Public Health, Clinical Trials, Treatment, Emergency Medicine, Medical Education, Nutrition, Epidemiology, Prevention, Nursing, Family Medicine, Evidence-based Medicine
Education
University of Florida College of Medicine 1977 — 1981
MD, medicine
University of Florida 1974 — 1978
Bachelor of Science, Biological and Medical Sciences
O'Neill Properties Group, LP May 2013 - Present
Integra Realty Resources 2006 - Present
Integra Realty Resources April 2006 - May 2013
Vanguard 2005 - 2006
Skills
Valuation, Real Estate, Due Diligence, Commercial Real Estate, Real Estate Development, Financial Analysis, Asset Management, Investments, Real Estate Transactions, Dispositions, Real Estate Economics
Education
University of Delaware - Lerner College of Business and Economics 2001 — 2005
Finance and Economics
Wilmington Trust 2007 - Present
Vanguard 2005 - 2007
Wilmington Trust 2003 - 2005
New York Stock Exchange June 2001 - August 2001
Skills
Investment Management, Fixed Income, Portfolio Management, Trading, Short Duration, Money Markets, Cash Management, Mutual Funds, Separately Managed...
Education
University of Delaware
Master of Business Administration (MBA)
University of Delaware
Master of Science in International Business
University of Delaware
Bachelor's Degree, Economics
Vanguard October 2011 - Present
St. Mark's High School July 2010 - September 2011
Information Technologies October 2008 - May 2011
University of Delaware January 2009 - August 2009
Education
University of Delaware 2007 — 2011
Bachelor of Science, Computer and Information Sciences; Game Design
self employed August 2009 - Present
Vanguard Services July 2006 - August 2007
Vanguard June 2004 - August 2007
Vangaurd Services January 2002 - August 2004
Education
Villanova University 2007 — 2009
Masters Certificate, Project Management
UCD, Smurfit Graduate School of Business, Ireland 1999 — 2001
Masters, Business Studies
University of Houston-Downtown 1998 — 1999
Bachelor's degree, Criminal Justice and Corrections
Community Association Management, Limited March 2015 - Present
The Triangle Home Team March 2012 - March 2015
GFD Management, Inc October 2011 - March 2012
Drucker & Falk, LLC March 2011 - November 2011
Self-Employed May 1995 - March 2011
T. Brooke Realty February 2009 - December 2010
Vanguard January 1991 - January 2002
Skills
Property Management, Budget Management, Construction Management, Vendor Management, Tenant Improvements, Real Estate, Contract Negotiation, Customer Relations, Property, Customer Service, Budgets, Leases, Investment Properties
Education
University of Delaware 1988 — 1991
B.A, English - Business and Technical Writing
North Carolina Real Estate Broker
Active Real Estate Broker - NC, Property Management
Vanguard July 2015 - Present
BNY Mellon November 2014 - March 2015
New York Life Insurance Company May 2014 - September 2014
Skills
Public Speaking, Research, Government, Social Media, Customer Service, Microsoft Excel, Microsoft Office, Community Outreach, Life Insurance, Financial Services, Qualified Retirement..., Leadership, Policy
Education
University of Delaware 2010 — 2013
B.S., Organizational & Community Leadership
Vanguard April 2015 - Present
KPMG May 2008 - April 2015
Skills
Sarbanes-Oxley Act
Education
University of Delaware 2004 — 2008
BS, Accounting and MIS
Vanguard August 2010 - Present
Education
Penn State University 2001 — 2009
Master's degree, Information Science
University of Denver 1962 — 1966
BA, International Relations and Affairs
Vanguard May 2015 - Present
Vanguard April 2013 - May 2015
Vanguard January 2010 - March 2013
Vanguard January 2009 - January 2010
Vanguard January 2007 - January 2009
Vanguard January 2005 - January 2007
Skills
Microsoft Office, Six Sigma, Leadership
Education
Villanova University
Masters of Business Administration
University of Delaware
Bachelor of Science, Finance and Marketing
Vanguard April 2014 - Present
Merrill Lynch June 2012 - April 2014
Great-West Financial June 2011 - May 2012
Skills
Employee Benefits, Retirement, 401k, Management, Customer Service, Microsoft Excel, Account Management, Microsoft Word, Microsoft Office
Education
University of Delaware 2007 — 2011
Bachelor of Science (BS), Kinesiology and Physiology
Vanguard November 2014 - Present
Vanguard June 2006 - November 2014
Quest Diagnostics June 2005 - August 2005
Skills
.NET, MySQL, Shell Scripting, Oracle, Databases, Java, Java Enterprise Edition, Management, Sybase, DB2, Tomcat, Unix, JSP
Education
University of Delaware 2002 — 2006
Bachelor of Engineering (BEng), Computer Hardware Engineering
Vanguard August 1999 - Present
Towers Watson August 1992 - August 1999
Skills
Qualified Retirement..., Retirement Plan..., ERISA
Education
University of Delaware
Bachelor's degree, Social Studies Teacher Education