The Vanguard Group

Industry: Investment management company

Description

The Vanguard Group is an American registered investment advisor based in Malvern, Pennsylvania with over $5.1 trillion in assets under management. It is the largest provider of mutual funds and the second-largest provider of exchange-traded funds in the world after BlackRock's iShares. Customer service: 0800 032 3731 Assets under management: 5.1 trillion USD (January 31, 2018) Founder: John C. Bogle Founded: 1 May 1975, Valley Forge, Pennsylvania, United States CEO: Mortimer J. Buckley (Jan 2018–) Headquarters: Valley Forge, Pennsylvania, United States

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The Vanguard Group Employees

Employee
Years
Job
Industry
Zach Bohr, CFA Zach Bohr, CFA Greater Los Angeles Area Details
Zach Bohr, CFA's The Vanguard Group Experience September 2006 - June 2007
Job Investment Strategist at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank  July 2014 - Present
Wells Fargo Private Bank  May 2012 - July 2014
USAA  July 2007 - May 2012
The Vanguard Group   September 2006 - June 2007
Honeywell  May 2005 - September 2005

Skills
Asset Allocation, Mutual Funds, Investments, Strategic Financial..., Wealth Management, Retirement Planning, Financial Modeling, Financial Analysis, Investment Strategies

Education
Arizona State University, W. P. Carey School of Business   2009 — 2011
MBA, Finance

University of Arizona, Eller College of Management   2002 — 2006
BSB, Marketing

Stephen P. Kennard Jr Stephen P. Kennard Jr Scottsdale, Arizona Details
Stephen P. Kennard Jr's The Vanguard Group Experience February 1999 - March 2013
Job Customer Service
Industry Consumer Services
Experience
Sunrun Solar Inc.   April 2015 - Present
MasterTech Financial Advisors, Inc.   October 2013 - May 2015
Don's Cashback Auto LLC   January 2013 - October 2014
The Vanguard Group   February 1999 - March 2013
GE Colonial Penn Insurance   November 1995 - January 1999

Skills
Series 6, Training, Research, Event Planning, Relationship Management, Retirement, Strategic Planning, Microsoft Word, Social Media, 401k, Organizational..., Series 63, Sales, Marketing, Finance, Call Centers, Customer Service

Education
Arizona State University   1986 — 1990
Bachelor of Arts (BA), Communication, General

Mitchell College   1984 — 1986
Associate in Science (AS), Business Adminstration Management

Brandon Schlueter Brandon Schlueter Chandler, Arizona Details
Brandon Schlueter's The Vanguard Group Experience September 2007 - January 2013
Job Midland Real Estate Alliance
Industry Real Estate
Experience
Midland Real Estate Alliance   March 2012 - Present
Caden Holdings, LLC   April 2014 - Present
Vanguard  August 2014 - Present
Merrill Lynch  January 2013 - January 2014
The Vanguard Group   September 2007 - January 2013
Geneva Real Estate and Investments LLC   2006 - 2010
Go Wireless  2003 - 2006

Skills
Series 7, Series 63, Mortgage Lending, Investments, Banking, Series 6, Mortgage, Real Estate, Real Estate Investment, Property Management, First Time Home Buyers, Foreclosures, Sales, Short Sales, Loan Origination, Residential Homes, Selling, Single Family Homes, Loans, Investment Properties, Customer Service, Investors, Management

Education
Arizona State University   2004 — 2007
Bachelor's degree, Business & Sociology

Arizona State University

Jessica Bemis Jessica Bemis Greater Philadelphia Area Details
Jessica Bemis's The Vanguard Group Experience January 2000 - January 2006
Job Project Manager
Industry Financial Services
Experience
SEI  June 2014 - Present
Hope For Young Widows   August 2013 - July 2014
Solstice Consulting Group, LLC   August 2013 - June 2014
SEI Investments  March 2013 - March 2014
Vanguard Group  January 2006 - February 2007
The Vanguard Group   January 2000 - January 2006
RPA Associates  September 1998 - March 2000
Right Management Consultants  February 1997 - September 1998
Dale E. Anstine, PC   September 1995 - February 1997

Skills
Process Improvement, Business Analysis, Project Management, Leadership, Analysis, Marketing, Integration, Budgets, Testing, Management Consulting, Customer Service, Negotiation, Microsoft SQL Server, Newsletters, Program Management, Microsoft Office, Microsoft Excel, Training, Management, Project Planning, Social Media, Vendor Management, Product Management, Strategy, Email Marketing, Change Management

Education
Alvernia College
Bachelor of Science (B.S.), Computer Information Systems

Penn State University
Associates Degree, Liberal Arts

Penn State University
Paralegal, Paralegal Certificate

KC (Keisuke) Katsuyama KC (Keisuke) Katsuyama Greater San Diego Area Details
KC (Keisuke) Katsuyama's The Vanguard Group Experience 1998 - 1999
Job Senior Principal at Foresight Group
Industry Pharmaceuticals
Experience
Foresight Group International, AG  May 2015 - Present
November Research Group  March 2014 - February 2015
BioPharm Systems, Inc.   November 2013 - March 2014
Oracle  February 2008 - September 2013
Aris Global  2006 - 2008
OmniComm Systems  April 2006 - October 2006
Relsys International  March 2004 - April 2006
Hewlett Packard  2002 - 2004
Intel Corporation  1998 - 2002
The Vanguard Group   1998 - 1999

Skills
SDLC, Pharmaceutical Industry, Regulatory Requirements, FDA, Pharmacovigilance, Quality Assurance, Product Management, CRM, Project Management, 21 CFR Part 11, Management, Requirements Analysis, Oracle, SaaS, Software Documentation, Lifesciences, Databases, Computer System..., Medical Devices, Clinical Trials, Analysis, Testing, Enterprise Software, Business Development, Business Intelligence, Pre-sales, Business Process, Software Project..., Cross-functional Team..., Professional Services, Life Sciences

Education
Arizona State University   1991 — 1992
Business Enterprise, Business Enterprise

Western International University   1991 — 1992
MBA - in progress, International Business

Western International University   1988 — 1991
BS/BA, Business Management

Ryan Chaplinski Ryan Chaplinski Austin, Texas Area Details
Ryan Chaplinski's The Vanguard Group Experience September 2004 - June 2011
Job Vice President at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors  February 2015 - Present
Dimensional Fund Advisors  June 2011 - February 2015
The Vanguard Group   September 2004 - June 2011
The Vanguard Group   March 2000 - September 2004
Vanguard  June 1997 - March 2000

Skills
Series 7, Series 63, Series 65, Series 24

Education
Arizona State University - W. P. Carey School of Business   1999 — 2001
MBA

Cornell University   1989 — 1993
BA, History

Amlan Banerjee Amlan Banerjee Phoenix, Arizona Area Details
Amlan Banerjee's The Vanguard Group Experience March 2005 - March 2007
Job Enterprise Architect at PetSmart
Industry Information Technology and Services
Experience
PetSmart  March 2015 - Present
Arizona Public Service (APS)   May 2014 - December 2014
Honda Engineering North America, Inc.   January 2014 - April 2014
AAA Northern California, Nevada & Utah Insurance Exchange   March 2012 - December 2013
Deloitte Consulting  October 2011 - March 2012
Bank of America  March 2010 - September 2011
Premier Inc.  April 2007 - February 2010
Premier, Inc.   April 2007 - June 2008
The Vanguard Group   March 2005 - March 2007
The Vanguard Group   August 2000 - March 2007

Skills
Java, SQL Server, Oracle SQL, JUnit, Agile Project Management, J2EE, J2EE Architecture, XML, Spring, Flex, Data Analysis, Data Warehouse..., REST, Ant, Team Building, Team Leadership, NOSQL, Hadoop, SQL, Java Enterprise Edition, Software Development, Hybrid Cloud, Complex Event Processing, Mobile Banking, Security Spring ACL,..., Database – OLTP,..., SOA Service and..., Cloud - Private, Public..., Strategic Technology..., Business Process..., Data Flow & Process..., Collaborative..., Cross-Functional..., Enterprise Architecture..., Contingency & Disaster..., Web Development &..., Test & Behavior Driven..., Integration, Business Intelligence, IT Strategy, SOA, Unix, Databases, Business Process Design, Microsoft SQL Server, NoSQL, Spring Framework, Cloud Computing, SDLC, Enterprise Architecture

Education
University of Maryland University College   2007 — 2008
MBA, Management Information System

University of Maryland University College   2001 — 2005
MS, Management Information System (MIS)

Assam University   1993 — 1997
BE, Electronic and Telecomm

National Institute of Technology Silchar   1993 — 1997
BE, Electronic and Telecomm

Leslie Van Zee Leslie Van Zee United States Details
Leslie Van Zee's The Vanguard Group Experience July 2004 - June 2010
Job Marketing & Communications Manager at Mosaic Financial Partners
Industry Marketing and Advertising
Experience
Mosaic Financial Partners  May 2013 - Present
Vantage Local   May 2012 - May 2013
UControl Media   February 2012 - May 2012
Kajan Padraig   October 2011 - March 2012
Mercer Investment Consulting  January 2011 - February 2012
Vanguard  September 2009 - December 2010
The Vanguard Group   July 2004 - June 2010
KBAQ Production Studio   October 1999 - October 2007
Blacksmith and the Carpenter   2007 - 2007
Music Celebrations International  June 2001 - June 2004

Skills
Financial Modeling, Entrepreneurship, Financial Planning, Strategic Financial..., Investments, Portfolio Management, Competitive Analysis, Financial Analysis, Market Research, Product Management, Business Strategy, Analytics, Product Marketing, Marketing Strategy, Market Analysis, Business Development, Sales, Customer Insight, Marketing Research, Cross-functional Team..., Business Model..., Marketing Communications, Content Marketing, Display Advertising, Strategy, Online Advertising, Marketing, Management, Digital Marketing, Leadership, Analysis, Social Media Marketing, Start-ups

Education
University of California, Berkeley - Walter A. Haas School of Business   2009 — 2012
MBA

Arizona State University   1998 — 2001
Masters

University of Arizona   1993 — 1998
Bachelors

Cortez High School   1989 — 1993

Veronica Gordon, MBA Veronica Gordon, MBA Phoenix, Arizona Details
Veronica Gordon, MBA's The Vanguard Group Experience June 2010 - May 2013
Job Business Consultant at Humana
Industry Insurance
Experience
Humana  April 2015 - Present
Humana  May 2013 - April 2015
The Vanguard Group   June 2010 - May 2013
Vanguard  June 2008 - June 2010
Vanguard  September 2007 - June 2008
Vanguard  September 2005 - September 2007
Vanguard  August 2003 - September 2005
Planned Parenthood Arizona  May 2001 - December 2003

Skills
Operational Risk, Building Relationships, Process Improvement, Quality Management, Customer Experience, Root Cause Analysis, Cross-functional Team..., Change Management, Matrix Management, Risk Management, Management, Performance Management, Training, Portfolio Management, Operations Management, Leadership, Project Management, Forecasting, Business Strategy, Leadership Development, Strategic Planning, Call Centers

Education
University of Phoenix   2003 — 2005
Master of Business Administration (M.B.A.)

Arizona State University   1999 — 2003
Bachelor of Arts (B.A.), Political Science and Government

Matthew Corona Matthew Corona Arlington Heights, Illinois Details
Matthew Corona's The Vanguard Group Experience May 2005 - July 2005
Job
Industry Consumer Goods
Experience
PepsiCo  November 2011 - Present
PepsiCo  August 2009 - November 2011
Accenture  September 2007 - August 2009
Accenture  August 2006 - August 2007
Duke for LIFE   October 2004 - March 2006
The Vanguard Group   May 2005 - July 2005
Hewitt Associates  August 2001 - July 2004
Hewitt Associates  August 1999 - July 2001
Donnelly Enterprise Solutions, Inc.   1998 - 1998
Ideation, Inc.   1996 - 1996

Skills
Strategic planning, New Product Development, Project Management, KPI / Performance..., Portfolio Strategy and..., Financial Modeling, Competitive Analysis

Education
Duke University - The Fuqua School of Business   2004 — 2006
MBA, Strategy & Marketing

Albion College   1995 — 1999
BA, Economics

Miriam Wallace Miriam Wallace Phoenix, Arizona Details
Miriam Wallace's The Vanguard Group Experience March 2010 - Present
Job Supervisor at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group   March 2010 - Present
Douglas Wymore PLC   May 2006 - March 2010
Desert Botanical Garden  May 2003 - May 2006

Skills
Series 63, Finance, Series 7, Mutual Funds, Securities, Investments, Leadership, Financial Services, Process Improvement, Relationship Management, Performance Management, Project Management, Event Planning, Event Management, Employee Engagement, Employee Recognition, Business Operations, Series 6, Strategic Planning, Presentation Skills, Data Analysis, Client Services, Leadership Development, Recruiting, Talent Acquisition, Behavioral Interviewing, Interview Preparation

Education
Arizona State University   1999 — 2003
Bachelor's degree, Parks, Recreation and Leisure Studies

Arizona State University   1999 — 2003
Bachelor of Science (B.S.), Parks, Recreation and Leisure Facilities Management

Lori Piccone Lori Piccone Greater Philadelphia Area Details
Lori Piccone's The Vanguard Group Experience July 1996 - September 2001
Job Licensed Massage Therapist
Industry Health, Wellness and Fitness
Experience
Westside Wellness chiropractic center   September 2015 - Present
Hand & Stone Massage and Facial Spa  March 2015 - Present
Relax n Go Chair Massage   October 2013 - Present
Self Employed Massage Therapist  May 2013 - Present
Self-employed  September 2001 - Present
Chiropractic Spine Center   June 2013 - June 2014
The Fresh Air Fund  2006 - 2013
The Vanguard Group   July 1996 - September 2001
Lenox Collections  September 1993 - November 1995

Skills
Editing, Ap Style, Creative Writing, Newspaper, Speech Writing, Manuals, Online Journalism, Publicity, Copy Editing, Proofreading, Social Networking, Communications Planning, Web Content, Copywriting, PowerPoint, Information Architecture, Therapeutic Massage, Chair Massage, Deep Tissue Massage, Trigger Point Therapy, Reflexology, Community Outreach, AP Style

Education
Cortiva Institute School of Massage Therapy   2012 — 2013
LMT, Massage Therapy/Therapeutic Massage

Arcadia University   1993 — 1995
Graduate courses, English

Ursinus College   1988 — 1992
BA, English, Communications, Education

Amber Brown (Mundar) Amber Brown (Mundar) Phoenix, Arizona Area Details
Amber Brown (Mundar)'s The Vanguard Group Experience March 2000 - December 2004
Job Operations Manager
Industry Logistics and Supply Chain
Experience
YDL Enterprises   May 2011 - Present
ASU  August 2013 - December 2013
Nammo Talley, Inc.   May 2009 - May 2011
Raytheon  August 2007 - January 2009
Vanguard  January 2005 - January 2007
The Vanguard Group   March 2000 - December 2004
Direct Alliance  April 1999 - March 2000
Shamrock Foods  March 1995 - September 1998

Skills
Process Improvement, Program Management, Cross-functional Team..., Supply Chain, Vendor Management, Aerospace, Project Management, Six Sigma, Supply Management, Quality Assurance, Manufacturing, Microsoft Office, DoD, Management, SAP, Integration, Forecasting, CRM, Training, Lean Manufacturing, Continuous Improvement, Value Stream Mapping, Security Clearance

Education
Arizona State University   2013 — 2014
Bachelor of Science, Pre-Med/Psychology

Arizona State University   2013 — 2014
Master's degree, Business Analytics

Arizona State University - W. P. Carey School of Business   2005 — 2007
Master of Business Administration, Business Administration

Matthew Nash Matthew Nash Orange County, California Area Details
Matthew Nash's The Vanguard Group Experience August 2007 - September 2010
Job Inside Sales Associate Apple at mophie
Industry Consumer Electronics
Experience
mophie  October 2014 - Present
VIZIO  April 2013 - October 2014
alliantgroup  July 2011 - March 2013
Bank of America  September 2010 - June 2011
The Vanguard Group   August 2007 - September 2010
New York Life Insurance Company  October 2006 - May 2007
Sigma Pi Fraternity  December 2002 - December 2003

Skills
Excel, Microsoft Office, Budgeting, Customer Relations, Financial Analysis, Social Media, PowerPoint, Research, Market Research, Outlook, Business Planning, Salesforce.com, Data Analysis, Problem Solving, Portfolio Management, Leadership, Social Networking, Business Analysis, New Business Development, Microsoft Excel, Budgets, Customer Service, Management, Accounting, Training, Sales, Time Management, Investments, Advertising, Project Planning, Marketing

Education
Arizona State University   2002 — 2007
Bachelor of Interdisciplinary Studies, Economics and Business

Nadine Sanchez Nadine Sanchez Scottsdale, Arizona Details
Nadine Sanchez's The Vanguard Group Experience 2004 - 2007
Job Sr Manager, Client Data at CVS Caremark
Industry Health, Wellness and Fitness
Experience
CVS Caremark Corporation  October 2013 - Present
CVS Caremark Corporation  September 2012 - October 2013
CVS Caremark  September 2007 - September 2012
The Vanguard Group   2004 - 2007

Skills
Financial Analysis, Business Process, Finance, Sales, Training, Account Management, Process Improvement, Cross-functional Team..., Analysis, Business Analysis, Microsoft Excel

Education
Università Carlo Cattaneo   2003 — 2004
International Business Certificate

Arizona State University, W. P. Carey School of Business   2000 — 2004
Bachelor of Science, Finance

Nick Pitts, MBA Nick Pitts, MBA Portland, Oregon Area Details
Nick Pitts, MBA's The Vanguard Group Experience December 2004 - January 2006
Job Product Manager II at Kaiser Permanente
Industry Hospital & Health Care
Experience
Kaiser Permanente  January 2013 - Present
Blount  November 2010 - January 2013
First Service Networks  December 2009 - November 2010
Copper State Bolt & Nut Co.   December 2005 - November 2009
The Vanguard Group   December 2004 - January 2006
Hewlett Packard - MarketSource   January 2002 - November 2004

Skills
Product Lifecycle..., Product Marketing, Product Management, Project Management, Marketing Strategy, Sales, Sales Management, Account Management, Negotiation, Personnel Management, Merchandising, Cross-functional Team..., Team Leadership, Leadership, Trade Shows, Collateral Materials..., Microsoft Office, SAP, SAP BW, Presentations, Public Speaking, Communication, Marketing Communications, International Marketing, Marketing, CRM, Business Development, Team Building, Strategic Planning, Product Development, Forecasting, Budgets, Pricing, Analysis

Education
Arizona State University - W. P. Carey School of Business   2008 — 2010
MBA, Marketing

Arizona State University   2001 — 2004
Bachelors, Business & Communication

Alysia Cherry, CFP® Alysia Cherry, CFP® Phoenix, Arizona Area Details
Alysia Cherry, CFP®'s The Vanguard Group Experience 2005 - 2009
Job Vice President, Financial Planning and Analysis
Industry Financial Services
Experience
American Realty Capital Properties  April 2015 - Present
American Realty Capital Properties  July 2009 - April 2015
Cole Real Estate Investments  June 2013 - February 2014
Cole Capital  January 2011 - June 2013
Cole Capital  2009 - April 2011
Vanguard  March 2007 - 2009
The Vanguard Group   2005 - 2009
Vanguard  July 2005 - March 2007
Bank of America  June 2000 - July 2005

Skills
Strategic Planning, Customer Relations, Excel, Process Improvement, PowerPoint, Mutual Funds, Budgeting, Financial Planning, Word, Mentoring, Financial Analysis, Microsoft Office, Forecasting, Change Management, Research, Financial Reporting, Public Speaking, Analysis, Problem Solving, Microsoft Excel, Strategic Financial..., Customer Service, Sales, Operations Management, Financial Modeling, Budgets

Education
Arizona State University - W. P. Carey School of Business   2001 — 2005
Finance, Finance

Meredith Medearis Meredith Medearis Cumberland, Maryland Area Details
Meredith Medearis's The Vanguard Group Experience May 1976 - September 1979
Job Freelance Document and Database Designer
Industry Information Technology and Services
Experience
Independent  June 1994 - Present
Airbnb  2015 - 2015
Softmart  August 2005 - June 2012
Hardy Plant Society - Mid Atlantic Group   September 2006 - February 2011
International Institute for Learning, Inc.   September 2004 - April 2005
Training and Communications Group   November 1998 - April 2004
The Vanguard Group   May 1976 - September 1979

Skills
Access, Microsoft Excel, Outlook, Microsoft Word, PowerPoint, Visio, Adobe Acrobat, Desktop Publishing, Editing, Axapta, Adobe LiveCycle Designer, Instructional Design, Relational Databases, Dashboarding, SQL, Microsoft Office, Microsoft Publisher, Newsletters, Team Leadership, Project Management, Leadership, Marketing, Business Intelligence, Salesforce.com, Sales, Databases, Software Documentation, Proposal Writing, CRM, Analysis, Vendor Management, Enterprise Software, Training, Executive Reporting, Data Analysis, Microsoft CRM, Professional Services, Business Analysis

Education
American University
Bachelor of Arts (B.A.), Political Science and Government

Middlebury College

Jessica Ramirez Jessica Ramirez Scottsdale, Arizona Details
Jessica Ramirez's The Vanguard Group Experience June 2011 - Present
Job Client Relationship Administrator
Industry Financial Services
Experience
Vanguard  April 2015 - Present
The Vanguard Group   June 2011 - Present
Vanguard  February 2008 - June 2011
Vanguard  August 2007 - February 2008

Skills
Series 63, Series 7, Series 6, Mutual Funds, ETFs, Asset Allocation, Retirement, Investments, Securities, Alternative Investments

Education
Arizona State University   2002 — 2006
Global Business, Marketing

Bee-Lian Quah Bee-Lian Quah New York, New York Details
Bee-Lian Quah's The Vanguard Group Experience July 2008 - November 2009
Job Managing Consultant at IBM
Industry Management Consulting
Experience
IBM  February 2015 - Present
IBM  July 2013 - February 2015
Fuqua School of Business  July 2011 - May 2013
G51 Capital Management  October 2012 - March 2013
Nationwide  June 2012 - August 2012
Vanguard  October 2009 - July 2011
Rotary District 5510   July 2010 - June 2011
East Valley Rotaract Club   June 2009 - June 2010
The Vanguard Group   July 2008 - November 2009
The Biodesign Institute  June 2005 - May 2008

Skills
Project Management, Product Development, Change Management, Entrepreneurship, Strategy, Consulting, Data Analysis, Cross-functional Team..., Process Improvement, Business Strategy, Start-ups, Team Leadership, Business Planning, CRM, Leadership

Education
Duke University   2011 — 2013
MBA, Strategy, Health Sector Management, Entrepreneurship & Innovation

Arizona State University   2004 — 2008
BSE, Bioengineering Major, Business Minor

Highland High School   2000 — 2004
High School Diploma

Holly Mechsner Holly Mechsner Phoenix, Arizona Area Details
Holly Mechsner's The Vanguard Group Experience October 1995 - March 2002
Job Founder & CEO
Industry Management Consulting
Experience
Anywhere, LLC   June 2008 - Present
Canada Arizona Business Council   June 2009 - Present
Heirloom Heritage Tours   February 2013 - Present
GTC, LLC   February 2008 - September 2009
Sanctuary Camelback Mountain  March 2008 - February 2009
Sanctuary Camelback Mountain  January 2004 - December 2004
The Phoenician Resort  October 2002 - October 2004
The Vanguard Group   October 1995 - March 2002

Skills
Event Planning, Marketing, Public Relations, Sales, Networking, Hospitality, Program Management, Contract Negotiation, Social Networking, Start-ups, Nonprofits, Business Planning, Management, Budgets, Entrepreneurship, Training, Team Building, Social Media, Strategy, Business Strategy, Business Development, Leadership, Online Marketing, Small Business, Strategic Partnerships

Education
Middlebury College   2006 — 2007
M.A., German Studies

Arizona State University   2002 — 2005
B.A., German, Spanish

Ryan Allison Ryan Allison Cincinnati Area Details
Ryan Allison's The Vanguard Group Experience September 1999 - October 2002
Job Client Service Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  March 2012 - Present
Fidelity Investments  August 2008 - March 2012
Fidelity Investments  June 2007 - August 2008
The Newport Group  October 2002 - June 2007
The Vanguard Group   September 1999 - October 2002
The Vanguard Group   July 1998 - September 1999

Skills
Retirement Planning, Defined Benefit, Mutual Funds, CRM, Management, 401k, Project Management, Customer Service, Retirement, Investments, Financial Services, Series 63, Series 7, Strategic Planning, Strategy

Education
University of Phoenix   1999 — 2001
MBA, Business Administration

Arizona State University   1995 — 1998
BA, Political Science

Steve Wenham Steve Wenham West Des Moines, Iowa Details
Steve Wenham's The Vanguard Group Experience September 1997 - November 2003
Job Internal Wholesaler at Sammons Retirement Solutions
Industry Financial Services
Experience
Sammons Retirement Solutions - Member of Sammons Financial Group   December 2011 - Present
Principal Financial Group  November 2008 - December 2011
Principal Global Investors  May 2007 - November 2008
Principal Financial Group  March 2005 - May 2007
Principal Financial Group  December 2003 - March 2005
The Vanguard Group   September 1997 - November 2003

Skills
Investments, Asset Allocation, Mutual Funds, Asset Management, Research, Wealth Management, Alternative Investments, Retirement Planning, Financial Planning, Investment Strategies, Financial Analysis, Financial Modeling, Risk Management, Strategic Planning, Financial Forecasting, Business Relationship..., Variance Analysis, Sales Presentations, 401k, Retirement, Investment Advisory, Portfolio Management, Finance, Financial Services, Life Insurance, Financial Advisory, Fixed Annuities, Strategic Financial...

Education
University of Phoenix   2001 — 2003
Masters of Business Administration, 2003

Arizona State University   1994 — 1996
Bachelor of Science Degree, Finance

University of Arizona   1989 — 1993
Industrial Engineering

Benjamin DiPonio Benjamin DiPonio Phoenix, Arizona Area Details
Benjamin DiPonio's The Vanguard Group Experience 2004 - 2006
Job Cook / Server at Outdoor Grilling Company
Industry Construction
Experience
Outdoor Grilling Company (www.outdoorgrillingcompany.com)   January 2012 - Present
Home-Grown Industries of Ga, Inc. dba Mellow Mushroom   February 2012 - January 2014
Adolfson & Peterson Construction  2006 - 2009
The Vanguard Group   2004 - 2006
Charles Schwab  2000 - 2004
Stantec  1997 - 1999
Wood-Patel & Associates   1996 - 1997
Kaminski-Hubbard Engineering   1993 - 1995

Skills
Construction, Strategic Planning, Construction Management, Process Scheduler, Submittals, Project Coordination, Road, Drainage, Stormwater Management, Contract Management, Change Orders, Project Bidding, Renovation, Project Estimation, Value Engineering, Construction Engineering, Business Development, Subcontracting, Engineering

Education
Arizona State University
Bachelor of Science Civil Engineering, Emphasis in Water Resources

Brother Rice High School

Lois Principe Lois Principe Greater Philadelphia Area Details
Lois Principe's The Vanguard Group Experience March 2011 - December 2011
Job Technical Writer at Siemens Healthcare
Industry Information Technology and Services
Experience
Siemens Healthcare  January 2012 - Present
LP Consulting  2005 - Present
The Vanguard Group   March 2011 - December 2011
Siemens Healthcare  August 2010 - March 2011
The Vanguard Group   2005 - 2009
American Institute for CPCU  2003 - 2005
IBM  1997 - 2003
Ventana Communications Group  1995 - 1997
Various publishers  1990 - 1995

Education
American International College
BA

Nicholle Taylor Nicholle Taylor Cincinnati Area Details
Nicholle Taylor's The Vanguard Group Experience April 2010 - March 2013
Job Vice President, Retirement Plans Service and Operations at Ameritas
Industry Financial Services
Experience
Ameritas  July 2015 - Present
Vanguard  March 2013 - July 2015
The Vanguard Group   April 2010 - March 2013
Vanguard  October 2003 - April 2010
The Vanguard Group   August 1999 - October 2003
The Vanguard Group   July 1998 - August 1999

Skills
Business Relationship..., Sales Support, Pricing Negotiation, Strategy Development, Business Strategy, Cross-functional Team..., Leading People, Investment Strategies, Strategy, Pricing Strategy, Leadership, Process Improvement, Sales Operations, Series 63, Coaching, Management, Strategic Planning, Investments, Business Development, Portfolio Management, Program Management, Mergers & Acquisitions, CRM, Relationship Management

Education
Northwestern University - Kellogg School of Management   2010 — 2012
MBA

Arizona State University, W. P. Carey School of Business   1994 — 1998
B.S., Finance

Jim Hagopian Jim Hagopian Malvern, Pennsylvania Details
Jim Hagopian's The Vanguard Group Experience 1999 - 2010
Job RETIRED
Industry Financial Services
Experience
The Vanguard Group, Inc.   October 1999 - June 2010
Vanguard  1999 - 2010
The Vanguard Group   1999 - 2010
GE Healthcare (formerly Nycomed Amersham   1995 - 1999

Skills
Computer Network...

Education
Arcadia University   1988 — 1990
B.S. Computer Science

Temple University   1968 — 1972
B.S. Math Education

Roxborough High School   1964 — 1968

Joseph Gilligan Joseph Gilligan Scottsdale, Arizona Details
Joseph Gilligan's The Vanguard Group Experience April 1996 - October 2000
Job Vice President at J.P. Morgan Private Bank
Industry Banking
Experience
J.P. Morgan Private Bank   September 2003 - Present
Charles Schwab - Institutional Investment Services   October 2000 - September 2003
The Vanguard Group   April 1996 - October 2000

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java

Education
Arizona State University   1992 — 1995
Bachelor's Degree, Finance & Management

Kang In Lee Kang In Lee Greater Philadelphia Area Details
Kang In Lee's The Vanguard Group Experience November 2012 - April 2014
Job Processing Associate at Vanguard
Industry International Affairs
Experience
The Vanguard Group   November 2012 - April 2014
West Chester University of Pennsylvania  2010 - 2012
Anderson University  2009 - 2010
Anderson University  2009 - 2010

Skills
Japanese to English..., Intercultural..., Research, Data Entry, Data Analysis, Leadership, Microsoft Excel, Microsoft Word, Microsoft Office, Outlook, Customer Service, Financial Analysis, Management, Marketing, Team Building, Critical Thinking, Sales, Social Media Marketing, PeopleSoft, Accounting, Team Leadership, Press Releases, Blogging

Education
West Chester University of Pennsylvania   2010 — 2012
Bachelor of Arts (BA), Political Science and Government

Anderson University   2008 — 2010

Regina Campellone Regina Campellone Greater Philadelphia Area Details
Regina Campellone's The Vanguard Group Experience December 2012 - Present
Job Trust Services at The Vanguard Group
Industry Investment Management
Experience
The Vanguard Group   December 2012 - Present
The Vanguard Group   May 2011 - December 2012
O'Donnell, Weiss & Mattei, P.C.   November 2005 - June 2011
YWCA  2008 - 2010
Commerce Bank  September 2001 - November 2005
Patriot Bank/ Zip Financial   September 1999 - February 2001

Skills
Analysis, Microsoft Office, Research, Outlook, PowerPoint, Problem Solving, Policy, Banking, Writing, Financial Analysis, Team Building, Coaching, Estate Planning, Microsoft Excel, Microsoft Word, Process Improvement, Windows, Word, Excel, Access, Compliance

Education
Alvernia University   2006 — 2008
Bachelor's Degree, Political Science

Berks Technical Institute   2004 — 2006
Associate Degree, Specialized Business; Paralegal; Paralegal Studies

Imani York, CFP® Imani York, CFP® Charlotte, North Carolina Area Details
Imani York, CFP®'s The Vanguard Group Experience 2004 - 2005
Job Insurance Advisor at SelfEmployed
Industry Financial Services
Experience
Self-Employed  June 2014 - Present
Home  August 2012 - June 2014
Wells Fargo  March 2006 - August 2011
TIAA-CREF  April 2005 - March 2006
The Vanguard Group   2004 - 2005

Skills
Retirement Planning, Relationship Development, Sales and Marketing, Client Relationship..., Investment Strategies, Product Knowledge and..., Tax Knowledge, Insurance

Education
Charlotte Law School   2011 — 2013
Juris Doctorate, Law

Appalachian State University   2000 — 2004
BSBA, Finance and Banking

Rajesh Esarapu Rajesh Esarapu Greater Philadelphia Area Details
Rajesh Esarapu's The Vanguard Group Experience August 1999 - Present
Job Line Manager Data Transmissions at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group   August 1999 - Present
YMCA  2005 - 2011
Visakhapatam Steel Plant   1990 - 1995

Skills
Program Management, Management, SDLC, Business Analysis, Software Project..., Project Management, Agile Methodologies, Vendor Management, Process Improvement, Agile Project Management, Requirements Analysis, Financial Services, Relationship Management, Leadership, Risk Management, Business Planning, Team Building, Business Intelligence, IT Strategy, Business Process..., Change Management, PMP, CRM, Business Strategy, Team Management, Business Development, Product Management, Team Leadership, Finance, Mutual Funds, Investments, Analysis, Requirements Gathering, SQL

Education
Pennsylvania State University-Great Valley Graduate Center   2005 — 2009
MS, Information Systems

Pennsylvania State University-Great Valley Graduate Center   2000 — 2000
Client Server Technology Certificate Program, Visual Basic, Powerbuilder, Oracle

St. John's Church High School   1971 — 1993
High School Diploma, Math Honors

Acharya Nagarjuna University   1985 — 1990
B.Tech, Electronics and Communications

Ira Jersey Ira Jersey United States Details
Ira Jersey's The Vanguard Group Experience March 1996 - October 1998
Job Senior Client Portfolio Manager
Industry Investment Banking
Experience
OppenheimerFunds  July 2015 - Present
Credit Suisse  June 2010 - July 2015
RBC Capital Markets  March 2009 - June 2010
New School for Social Research  September 2007 - June 2009
Credit Suisse Securities (USA) LLC   January 2002 - March 2009
The Vanguard Group   March 1996 - October 1998

Skills
Trading, Capital Markets, Fixed Income, Finance, Research, Hedge Funds, Derivatives, Analysis, Bloomberg, Credit, Strategy, Bonds, Management, Financial Markets, Investments, Portfolio Management, Equities, Valuation, Investment Banking, Financial Modeling, Structured Products, Economics

Education
The New School   2002 — 2004
MA, Economics (Finance)

University of Birmingham   1993 — 1995
MA, International Studies (Finance)

American University   1989 — 1993
BA, Political Science and Broadcast Journalism

Michael DiBattista Michael DiBattista Phoenix, Arizona Area Details
Michael DiBattista's The Vanguard Group Experience June 2010 - June 2013
Job Wholesaler at RIA Sources LLC
Industry Financial Services
Experience
RIA Sources LLC   November 2014 - Present
Freelance Contributor   June 2013 - October 2014
The Vanguard Group   June 2010 - June 2013

Skills
Mutual Funds, Investments, Economics, Finance, Series 63, Equities, Series 6, Financial Analysis, Financial Modeling, Financial Statement..., Investment Advisory, Retirement, Portfolio Management, Asset Management, Public Policy, Microsoft Excel

Education
Arizona State University
Bachelor of Science (BS), Economics

Ann Harness Ann Harness Greater Philadelphia Area Details
Ann Harness's The Vanguard Group Experience January 2007 - Present
Job Information Security Analyst at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group   January 2007 - Present
The Vanguard Group   August 2003 - December 2006
The Vanguard Group   September 1998 - July 2003
The Vanguard Group   October 1996 - August 1998

Education
Arizona State University   2007 — 2010

Morehead State University   1990 — 1993

Paul Mohr Paul Mohr Greater Philadelphia Area Details
Paul Mohr's The Vanguard Group Experience August 2010 - May 2011
Job Business Development Manager Bank & Trust at Aberdeen Asset Management
Industry Financial Services
Experience
Aberdeen Asset Management  December 2012 - Present
Aberdeen Asset Management  May 2011 - December 2012
The Vanguard Group   August 2010 - May 2011
The Vanguard Group   September 2008 - August 2010
The Vanguard Group   January 2010 - April 2010
The Vanguard Group   January 2006 - September 2008

Skills
Mutual Funds, Financial Services, Asset Allocation, Retirement, Series 7, Portfolio Management, Securities, Relationship Management, Wealth Management, 401k, Salesforce.com, Business Development, FINRA, Public Speaking, Project Management, Separately Managed..., Uniform Combined State..., Business Relationship..., Options

Education
Albright College   2001 — 2005
Bachelor's Degree, Business Administration/Marketing

John (JD) Thacker, CFP® John (JD) Thacker, CFP® Charlotte, North Carolina Area Details
John (JD) Thacker, CFP®'s The Vanguard Group Experience June 2008 - July 2010
Job CERTIFIED FINANCIAL PLANNER™ “Practitioner” and Wealth Advisor at Cornerstone Financial Partners, Inc
Industry Financial Services
Experience
Cornerstone Financial Partners, Inc  2010 - Present
The Vanguard Group   June 2008 - July 2010

Education
Appalachian State University   2005 — 2008
Finance & Banking

Lenoir-Rhyne College   2003 — 2005

Madeline Beach Madeline Beach Greater Philadelphia Area Details
Madeline Beach's The Vanguard Group Experience November 2004 - January 2013
Job Business Analyst at Digitas Health LifeBrands
Industry Insurance
Experience
Digitas Health LifeBrands  August 2015 - Present
Independence Blue Cross  February 2014 - June 2015
The Vanguard Group   November 2004 - January 2013

Skills
Relationship Management, Customer Service, Process Improvement, Investments, Project Management, Mutual Funds, Business Analysis, 401k, Financial Services, Data Analysis, Retirement, Risk Management, Series 63, Series 6, Series 7

Education
Arizona State University   2000 — 2003
Bachelor's degree, English Language and Literature/Letters

Arizona State University
English

Cindy Engel Cindy Engel Durango, Colorado Details
Cindy Engel's The Vanguard Group Experience May 2008 - August 2009
Job Account Executive at WorldPay US, Inc
Industry Real Estate
Experience
WorldPay US, Inc  July 2013 - Present
The Biltmore Bank of Arizona  April 2012 - July 2013
Bank of America  September 2010 - March 2012
CENTURY 21 Arizona Foothills  September 2009 - December 2010
KELLER WILLIAMS SOUTHWEST  January 2006 - September 2009
THE VANGUARD GROUP   May 2008 - August 2009
COLDWELL BANKER  January 2000 - January 2006
SCOTTSDALE PUBLIC SCHOOLS   January 1996 - January 1999

Skills
Series 63, Series 6, Investments, Real Estate, Fixed Annuities, Securities, Negotiation, First Time Home Buyers, Real Estate Transactions, Loans, Series 7, Term Life Insurance, Mortgage Lending, Selling, IRAs, Portfolio Management, Commercial Lending, Finance, FHA, Credit, Banking, Mortgage Banking, Small Business Lending, Sales, Loan Origination, Underwriting, Refinance, Commercial Banking

Education
Arizona State University   1993 — 1996
Bachelor of Arts, Elementary Education; Education

Arizona School of Real Estate

Carl Husic Carl Husic Greater Philadelphia Area Details
Carl Husic's The Vanguard Group Experience October 2003 - May 2006
Job Senior/Lead IAEngineer at KDM Security Solutions Inc
Industry Defense & Space
Experience
KDM Security Solutions Inc   February 2011 - Present
General Dynamics  November 2008 - February 2011
InterDigital Communications  May 2006 - January 2008
The Vanguard Group   October 2003 - May 2006
Motorola  June 1984 - February 2002
Honeywell  June 1981 - June 1984

Skills
Software Engineering, Software Development, Testing, Software Design, Embedded Software, C++, C, Linux, Wireless, Project Management, Operating Systems, Perl, Integration, Unix, Web Services (gsoap), Linux Kernel Modules

Education
Villanova University   2007 — 2007
wireless communications

Penn State University   2005 — 2006
MBA program

Arizona State University   1987 — 1988
Fine Arts - Sculpture

Moravian College   1977 — 1978
Computer Science

Lehigh University   1970 — 1974

Pamela Rosenbaum Pamela Rosenbaum Greater Philadelphia Area Details
Pamela Rosenbaum's The Vanguard Group Experience January 2009 - October 2009
Job Multimedia Designer at Vanguard
Industry Media Production
Experience
Vanguard  November 2009 - Present
Everything's Coming Up Roses, LLC   January 2009 - Present
The Vanguard Group   January 2009 - October 2009
The Vanguard Group   June 2008 - December 2008
Video Gold Productions   June 2007 - June 2008
Top Hat Productions  January 2007 - April 2007

Education
Arcadia University   2003 — 2007
Bachelors, Theatre & English

Stacey C. Cunningham Stacey C. Cunningham Greater Philadelphia Area Details
Stacey C. Cunningham's The Vanguard Group Experience May 1997 - June 2001
Job Partner at Aegis Performance Group
Industry Management Consulting
Experience
Aegis Performance Group   October 2014 - Present
GLS Worldwide LLC   January 2014 - September 2014
GLS Worldwide LLC   May 2012 - September 2014
SCC & Company   September 2008 - June 2012
Center for Creative Leadership  2008 - 2012
Career Systems International  June 2001 - May 2008
The Vanguard Group   May 1997 - June 2001

Skills
Management Consulting, Leadership Development, Executive Coaching, Motivational Speaking, Organizational..., Strategy, Strategic Planning, Organizational..., HR Consulting, Performance Improvement, Team Building, Performance Management, Change Management, Coaching, Workshop Facilitation, Leadership, Talent Management, Employee Engagement, Career Development, Training, Talent Acquisition, Management, Consulting, Human Resources, Process Improvement, Executive Management, Business Strategy, Organizational Design, Strategic Thinking, Succession Planning, Culture Change, Management Development, Executive Development, Personal Development, Personnel Management, MBTI, 360 Feedback, Employee Training, Training Delivery, Business Coaching, Career Management, Emotional Intelligence

Education
West Chester University of Pennsylvania   1990 — 1992
MEd, Education

Albright College   1985 — 1989
BS, Nutrition

Martin Li, MBA Martin Li, MBA Phoenix, Arizona Area Details
Martin Li, MBA's The Vanguard Group Experience May 2011 - July 2013
Job Account Coordinator at Zenefits
Industry Marketing and Advertising
Experience
The Vanguard Group   May 2011 - July 2013
Starwood Vacation Ownership  January 2010 - May 2011
NAAAP Phoenix   January 2010 - May 2011

Skills
Marketing, Strategy, Management, Sales, Public Relations, Analysis, Leadership, Business Development, Relationship Management, Process Improvement, Strategic Planning, Competitive Analysis, Microsoft Office, Investments, Project Management, Social Media Marketing, Microsoft Excel, Customer Service, PowerPoint, Social Media, Social Networking

Education
Thunderbird School of Global Management   2013 — 2014
Master of Business Administration (M.B.A.), Global Management

Arizona State University, W. P. Carey School of Business   2007 — 2009
Bachelor of Science, Marketing

Arizona State University   2005 — 2007
Minor, Asian Pacific American Studies

Jodi Chrystal, Assistant Vice President, CRSP Jodi Chrystal, Assistant Vice President, CRSP Charlotte, North Carolina Area Details
Jodi Chrystal, Assistant Vice President, CRSP's The Vanguard Group Experience September 1998 - February 2004
Job
Industry Financial Services
Experience
Wells Fargo Bank, N.A.   August 2015 - Present
Wells Fargo Bank, N.A.   May 2010 - August 2015
Wachovia Bank, N.A., A Wells Fargo Company   2004 - May 2010
Providence Day School  July 2004 - October 2009
TIAA-CREF  February 2004 - February 2005
The Vanguard Group   September 1998 - February 2004

Skills
Mutual Funds, 401k, Retirement, Financial Services, Retirement Planning, Wealth Management, Defined Benefit, Banking, Investments, Fixed Annuities, Portfolio Management, Investment Advisory, Strategic Financial..., Financial Advisory, ERISA, Asset Management, Asset Allocation, Defined Contribution, Qualified Retirement..., Investment Strategies

Education
Appalachian State University   1995 — 1998
Bachelors of Science, Communications

Catawba College   1994 — 1995
Liberal Arts

Brittney Manchester Brittney Manchester Washington D.C. Metro Area Details
Brittney Manchester's The Vanguard Group Experience May 2008 - August 2008
Job Senior Consultant at Deloitte
Industry Public Relations and Communications
Experience
Deloitte  October 2014 - Present
OPM  August 2010 - October 2014
National Geographic Channel  January 2010 - May 2010
Dr. Maria Zimmitti, Ph.D. and Associates   July 2007 - December 2009
Vanguard  May 2009 - August 2009
Levick Strategic Communications  February 2008 - December 2008
The Vanguard Group   May 2008 - August 2008
Wyeth  May 2007 - August 2007
Target  February 2002 - January 2007

Skills
Press Releases, Editing, Newsletters, Crisis Communications, Corporate Communications, Research, Public Speaking, Training, Microsoft Excel, Strategic Communications, Television, Social Media, Event Planning, Public Relations, Government, Policy Analysis, Media Relations, Public Affairs, Human Resources, Policy, Interviews

Education
Georgetown University   2011 — 2012
Masters, Human Resources Management

The George Washington University   2011 — 2011
Masters, Human Resources

American University   2006 — 2010
B.A., Public Communication

Charlene Bayne, M.A. Charlene Bayne, M.A. Greater Philadelphia Area Details
Charlene Bayne, M.A.'s The Vanguard Group Experience August 2008 - January 2014
Job Independent HR Consultant/Career Coach
Industry Human Resources
Experience
Independent Consultant and Career Coach   January 2014 - Present
United Way of Greater Philadelphia and Southern New Jersey  August 2014 - December 2014
The Vanguard Group   August 2008 - January 2014
United Way of Southeastern Pennsylvania  August 2011 - December 2011
The BHQ, Willis N.A.   March 2006 - February 2008
Independent Consultant/Contractor  December 2001 - February 2006
CB Richard Ellis  August 2000 - October 2001
Pennsylvania Convention Center Authority  June 1996 - July 2000
United Bank of Philadelphia  January 1994 - February 1996
Margolis Edelstein  January 1989 - December 1993

Skills
Human Resources, Employee Relations, Employee Benefits, Project Management, Management, Leadership Development, Process Improvement, Finance, Benefits Administration, Coaching, Personnel Management, Training, Fundraising, Financial Services, Relationship Management, Leadership, Budgets, Policy, Administration, 401k, System Administration, Staff Development, Team Building, Analysis, Event Planning, Nonprofits, Banking, Microsoft Office, Event Management, Retirement, Documentation, Client Experience, Business Systems, Client Service, Benefits, Creative Problem Solving, Build Strong Teams, Recruiting, Mentoring, Onboarding, Customer Engagement, Volunteering, Consultative Approach, Program Management, Public Speaking, Customer Service, Interviews, Strategy

Education
Public Assembly Facilities Management School - Oglebay, WVA

Antioch University   1985 — 1987
Master of Arts (M.A.), Organizational Change & Development, 4.0

Indiana University of Pennsylvania   1978 — 1982
Bachelor of Arts (B.A.), Spanish/Business Administration

Philadelphia High School for Girls   1974 — 1978
High school diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program, Cum Laude graduate

Maggi Buckler Maggi Buckler Greater Philadelphia Area Details
Maggi Buckler's The Vanguard Group Experience 1999 - 2004
Job Certified Personal Trainer
Industry Health, Wellness and Fitness
Experience
Self-Employed  April 2014 - Present
Balfour Beatty Communities  May 2009 - December 2013
Merck  February 2007 - November 2008
Act-1  August 2006 - January 2007
The Vanguard Group   1999 - 2004

Skills
Technical Writing, Microsoft Office, Training, SharePoint, Outlook, Microsoft Excel, Customer Service, Social Media, Public Speaking, PowerPoint, Team Building, Editing, Access, Troubleshooting, System Administration, Management

Education
Arizona State University   1996 — 1999
Bachelor of Arts (BA), English Literature (British and Commonwealth)

Montgomery County Community College   1994 — 1996

Jamie (Jamie Ermann) Marin, CLTC Jamie (Jamie Ermann) Marin, CLTC Charlotte, North Carolina Area Details
Jamie (Jamie Ermann) Marin, CLTC's The Vanguard Group Experience January 2006 - March 2007
Job Product Marketing Consultant at MetLife
Industry Insurance
Experience
MetLife  February 2014 - Present
Financial Independence Group  March 2007 - December 2013
The Vanguard Group   January 2006 - March 2007

Education
Appalachian State University   2001 — 2005
BSBA, Business Management

Dave Fernandez, CFP® Dave Fernandez, CFP® Phoenix, Arizona Area Details
Dave Fernandez, CFP®'s The Vanguard Group Experience 1995 - 2003
Job Owner, Principal at Wealth Engineering, LLC
Industry Investment Management
Experience
Wealth Engineering, LLC   2003 - Present
FPA  January 2006 - December 2006
The Vanguard Group   1995 - 2003

Skills
Retirement Planning, Portfolio Management, Investments, Asset Allocation, Wealth Management, Estate Planning, Strategic Financial..., Asset Managment, Investment Advisory, Investment Strategies, Investment Management, Retirement, Fixed Income, Mutual Funds, Financial Advisory, IRAs, Wealth Management..., Personal Financial..., Certified Financial..., Asset Management, Finance

Education
Arizona State University
BS, Finance

Iza Marcoux Iza Marcoux Phoenix, Arizona Area Details
Iza Marcoux's The Vanguard Group Experience October 2004 - November 2007
Job Supervisor in Retail Resolution Services at Vanguard
Industry Financial Services
Experience
Vanguard  October 2012 - Present
VANGUARD  October 2009 - Present
Vanguard  October 2009 - October 2012
Vanguard  October 2007 - October 2009
The Vanguard Group   October 2004 - November 2007
Vanguard Group  October 2003 - October 2004

Education
Arizona State University   2001 — 2003
BA, Humanities with emphasis in Film

Midwestern State University   1999 — 2000

Jim MacKay, CFP® Jim MacKay, CFP® Springfield, Missouri Area Details
Jim MacKay, CFP®'s The Vanguard Group Experience July 2001 - September 2006
Job Founder, Jim MacKay Financial Planning
Industry Financial Services
Experience
MacKay Financial Planning, LLC   October 2013 - Present
Central Trust & Investment Company  November 2006 - October 2013
MHN  March 2008 - December 2012
The Vanguard Group   July 2001 - September 2006

Skills
Strategic Financial..., Retirement Planning, Investments, Portfolio Management, Wealth Management, Investment Management, Estate Planning, Investment Strategies, Asset Allocation, Investment Advisory, Financial Planners, Wealth Management..., Financial Advisory, Mutual Funds, Asset Managment

Education
Arizona State University - W. P. Carey School of Business   1999 — 2001
BS, Economics

College for Financial Planning   2003 — 2004
CFP, Financial Planning

Perin Levine Perin Levine Scottsdale, Arizona Details
Perin Levine's The Vanguard Group Experience March 2011 - April 2012
Job Margin Supervisor at Vanguard
Industry Investment Management
Experience
Vanguard  November 2013 - Present
Vanguard  April 2012 - November 2013
The Vanguard Group   March 2011 - April 2012
Wells Fargo Bank  December 2009 - March 2011
Coghlan Financial Group  June 2009 - October 2009
Keller Williams Realty  October 2006 - August 2008

Skills
Technical Analysis, Fundamental Analysis, Equity Trading, Market Research, Margin Analysis, Options Strategies, Business Valuation, Financial Forecasting, Finance, Financial Analysis, Mutual Funds, Analysis, Management, Leadership, Equities, PowerPoint, Microsoft Excel

Education
Arizona State University   2015 — 2017
Master of Business Administration (MBA), Finance

San Diego State University   2007 — 2009
Bachelor of Science (B.S.), Business Finance

West Valley College
Associate's degree, Business Administration and Management, General

Edi Bice Edi Bice Greater Philadelphia Area Details
Edi Bice's The Vanguard Group Experience June 2006 - June 2008
Job
Industry Computer Software
Experience
eBay Enterprise  July 2015 - Present
BehaviorMatrix  March 2014 - Present
mokrari   June 2007 - Present
burst.it   July 2011 - March 2014
Retail Decisions  July 2008 - July 2011
The Vanguard Group   June 2006 - June 2008
CSSI  June 2000 - June 2008
University of Pennsylvania  July 2004 - May 2007
Lock Haven University  September 1996 - May 2000
IXKS   December 1997 - September 1999

Skills
Machine Learning, Computer Vision, Data Mining, Fraud Prevention, Investments, Natural Language..., Information Retrieval, Image Processing, Recommender Systems, Statistics, Artificial Intelligence, Python, C++, Java, SQL, J2EE, Algorithms, R, Mathematics, Linux, Oracle, Java Enterprise Edition, Computer Science, Software Engineering, Distributed Systems, PostgreSQL, Analytics, Unix, Data Analysis, Hadoop, Amazon Web Services...

Education
University of Pennsylvania   2004 — 2007
Master of Engineering, Artificial Intelligence, Machine Learning

Lock Haven University of Pennsylvania   1996 — 2000
B.S., Computer Science, Management

American University in Bulgaria   1995 — 1996
N/A, Computer Science, Business Administration

University of Tirana   1994 — 1995
N/A, German, Economics

Cary Nightingale Cary Nightingale Phoenix, Arizona Details
Cary Nightingale's The Vanguard Group Experience November 2009 - Present
Job Supervisor at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group   November 2009 - Present

Skills
Conceptual Ability, Project Management, Thought Leadership, Delegation, Financial Services, Leadership, Management, Time Management, Relationship Management, Series 7, Microsoft Office, Series 63, Series 6, Mutual Funds, Financial Analysis, Customer Service, Finance, Investments, Process Improvement, Strategic Planning, Microsoft Excel

Education
Thunderbird School of Global Management   2014 — 2016
Global MBA

Arizona State University   2001 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General, 3.37

Codie A. Sanchez Baker Codie A. Sanchez Baker Dallas, Texas Details
Codie A. Sanchez Baker's The Vanguard Group Experience August 2008 - February 2010
Job Head of Latin America & US Offshore Sales at First Trust
Industry Investment Management
Experience
First Trust  March 2014 - Present
State Street  June 2011 - March 2014
Goldman Sachs  January 2010 - July 2011
The Vanguard Group   August 2008 - February 2010
The Arizona Republic  January 2007 - May 2008

Skills
Investments, ETFs, Cash Management, Portfolio Management, Financial Analysis, Investment Management, Fixed Income, Risk Management, Private Equity, Strategic Planning, Business Development, Communication Skills, Capital Markets, Equities, Alternative Investments, Asset Management, Treasury Management, Leadership, Latin American Business, Emerging Markets, New Business Development, Marketing Communications, Spanish, Latin America, Inversiones, Fondos cotizados en..., Inversiones alternativas, Análisis financiero, Gestión de cartera de..., Gestión de activos, Acciones, Capital de inversión, Rentas fijas, Mercados emergentes, Desarrollo empresarial, Gestión de inversiones, Gestión de riesgos, Mercado de capitales, Español, Planificación..., Liderazgo

Education
Georgetown University - The McDonough School of Business   2012 — 2014
Masters International Business

Arizona State University   2004 — 2008
Journalism and Political Science, Spanish, Public Relations

TJ Arcuri TJ Arcuri Phoenix, Arizona Area Details
TJ Arcuri's The Vanguard Group Experience July 2010 - April 2013
Job Institutional Relationship Manager at The Vanguard Group
Industry Financial Services
Experience
Vanguard  April 2013 - Present
The Vanguard Group   July 2010 - April 2013
Vanguard  March 2009 - July 2010
Vanguard  June 2007 - March 2009
Laidlaw & Company  May 2006 - September 2006

Skills
Series 6, Series 63, Mutual Funds, Investments, FINRA, Financial Analysis, 401k, Securities, ETFs, Financial Services, Retirement Planning, Retirement, Microsoft Excel, Strategic Financial..., Bloomberg, Customer Service, Asset Allocation, Call Center, Coaching Staff, Leadership, Business Strategy, Relationship Management, Alternative Investments, Call Centers, Investment Strategies, Leadership Development, Financial Planning, CRM, Strategic Planning

Education
Arizona State University   2009 — 2011
Master of Business Administration (MBA), International Business, Finance

University of Delaware   2003 — 2007
Bachelor of Science (B.S.), Finance, Economics

Bryan Workman Bryan Workman Greater Detroit Area Details
Bryan Workman's The Vanguard Group Experience May 2013 - August 2013
Job Senior Financial Analyst at General Motors
Industry Automotive
Experience
General Motors  August 2015 - Present
General Motors  May 2014 - August 2015
The Silver Fund   October 2013 - April 2014
The Vanguard Group   May 2013 - August 2013
USAA  September 2010 - August 2012
Edward Jones  January 2010 - September 2010
The Church of Jesus Christ of Latter-day Saints  September 2004 - September 2006

Skills
Retirement Planning, Investments, Term Life Insurance, Annuities, NPV, Cost Benefit, Capital Budgeting, Series 7, Whole Life, Universal Life, Excel models, Excel/VBA, Financial Analysis, Public Speaking, Fixed Annuities, Finance, Portfolio Management, Financial Services, Financial Modeling, Retirement, Data Analysis

Education
Brigham Young University
Master of Business Administration (MBA), Finance

Arizona State University
Global Business, Financial Management, 3.6

Mary Casty Mary Casty Greater Pittsburgh Area Details
Mary Casty's The Vanguard Group Experience November 2008 - May 2010
Job Real Estate Paralegal/Contractor
Industry Legal Services
Experience
E.I. du Pont de Nemours and Company   August 2012 - February 2013
The Vanguard Group   November 2008 - May 2010
Sutherland & Collins   October 1992 - April 1993
Private Law Practice  June 1991 - October 1992
Paul, Frank & Collins   February 1989 - June 1991
Phillips, Lytle, Hitchcock, Blaine & Huber   1983 - 1985

Skills
Paralegal Certificate, J.D., Tutor for English as a..., Volunteer for Recording..., Genealogy Researcher

Education
Syracuse University College of Law
J.D.

Adelphi University
Paralegal Certificate, Paralegal Studies

Marywood University
Bachelor of Arts (B.A.)

Alex Eisen Alex Eisen Phoenix, Arizona Area Details
Alex Eisen's The Vanguard Group Experience October 2010 - September 2011
Job Strategic Account Executive at CVS Health
Industry Hospital & Health Care
Experience
CVS Health  February 2015 - Present
CVS Caremark Corporation  December 2012 - Present
CVS Caremark Corporation  September 2011 - December 2012
The Vanguard Group   October 2010 - September 2011
Enterprise Rent-A-Car  June 2009 - May 2010

Skills
Microsoft Office, Healthcare, Presentations, Public Speaking, Training, Medicare, Pharmacy Benefit..., Analysis, Data Analysis, Process Improvement, Account Management, Marketing, Program Management, Sales

Education
Arizona State University
Master of Business Administration (MBA) Candidate, Health/Health Care Administration/Management

University of Arizona   2005 — 2009
Bachelor of Arts (B.A.), Sociology and Marketing

Jeff Campbell, CFP® Jeff Campbell, CFP® Charlotte, North Carolina Details
Jeff Campbell, CFP®'s The Vanguard Group Experience June 2011 - May 2014
Job Supervisor at The Vanguard Group
Industry Financial Services
Experience
Vanguard  May 2014 - Present
The Vanguard Group   June 2011 - May 2014
The Vanguard Group   October 2009 - June 2011
The Vanguard Group   August 2007 - October 2009
The Vanguard Group   October 2005 - August 2007

Skills
Relationship Management, Series 7, Financial Services, Series 6, Leadership, CRM, Series 63, Retirement Planning, Wealth Management, Process Improvement, Investment Strategies, Portfolio Management, Consultative Sales..., Project Management, Microsoft Office, Marketing, Business Development, Sales, Investments, Management, Sales Process, Retirement, IRAs

Education
Appalachian State University   2001 — 2005
BSBA, Marketing/Management

Craig Ritter, CFP® Craig Ritter, CFP® Scottsdale, Arizona Details
Craig Ritter, CFP®'s The Vanguard Group Experience 2006 - 2007
Job Owner, Principal at Continuum Wealth Management, LLC
Industry Investment Management
Experience
Continuum Wealth Management, LLC   2007 - Present
The Vanguard Group   2006 - 2007

Skills
Retirement Planning, Personal Financial..., Wealth Management, Wealth Management..., Portfolio Management, Financial Advisory, Retirement, Investments, Investment Advisory, Investment Management, Investment Strategies, Asset Allocation, Asset Managment, Estate Planning, Mutual Funds, IRAs, Fixed Income, Retirement Savings, Savings, Saving for Education, College Savings Plans, 401k Rollovers, Inheritance Tax Planning, Wealth Preservation..., Certified Financial..., Registered Investment...

Education
Arizona State University
Bachelor of Science (BS), Business Management

Marquetta White Marquetta White Phoenix, Arizona Area Details
Marquetta White's The Vanguard Group Experience November 2007 - March 2008
Job Consultant, Navigator Collaborative
Industry Executive Office
Experience
Area Agency on Aging, Region One   July 2011 - May 2012
Arizona Department of Economic Security  August 2010 - May 2011
The Vanguard Group   November 2007 - March 2008
Arizona Department of Revenue  September 1997 - July 2007
Arizona Department of Revenue  January 1985 - September 1997

Skills
Public Speaking, Non-profits, Strategic Planning, Leadership Development, Program Management, Workshop Facilitation, Project Management, Community Outreach, Social Services, Leadership, Case Managment, Fundraising, Strategy, Nonprofits, Managerial Finance, Organizational..., Organizational..., Process Improvement, Team Building, Conflict Resolution, Marketing, Volunteer Management, Finance, Customer Service, Research, Training, Community Development, Small Business, Analysis, Coaching, Public Relations, Policy, Management, Event Planning, Government, Case Management, Program Development, Staff Development, Budgets, Credit Unions, Event Management, Board of Directors, Board Governance, Consulting

Education
University of Oxford - Said Business School   2014 — 2014
Strategic Leadership Programme

Arizona State University   2010 — 2012
Masters of Social Work

University of Phoenix   1984 — 1986
MBA

Arizona State University   1974 — 1977
BS

Dan Moher, MBA Dan Moher, MBA Greater Philadelphia Area Details
Dan Moher, MBA's The Vanguard Group Experience 2004 - 2006
Job Marketing & Events Coordinator at Fiserv
Industry Banking
Experience
Fiserv  January 2005 - Present
The Vanguard Group   2004 - 2006
Symitar  2003 - 2005
Lavelle Murray Advertising Agency   2001 - 2001

Skills
Project Management, Salesforce.com, Strategic Planning, Marketing Communications, Marketing Strategy, CRM, Account Management, Product Marketing, Email Marketing, Marketing, Marketing Management, Vendor Management, New Business Development, Social Media Marketing, Business Development, Direct Marketing, Competitive Analysis, Digital Marketing

Education
Arcadia University   2007 — 2009
MBA, International Business

Bloomsburg University of Pennsylvania   1998 — 2002
Bachelors of Science, Business Administration - Marketing

Penn State University   1997 — 1998
BS, Business Administration, Marketing

Jason Willensky Jason Willensky Phoenix, Arizona Area Details
Jason Willensky's The Vanguard Group Experience March 1997 - January 2001
Job Instructional Designer
Industry Professional Training & Coaching
Experience
Willensky Group, LLC   February 2001 - Present
Michaels & Associates  2004 - February 2009
Self-employed  January 2001 - October 2004
The Vanguard Group   March 1997 - January 2001

Skills
Articulate Studio, Captivate, Instructional Design, E-Learning, Training, Information Design, Technology Needs..., Blended Learning, ADDIE, Needs Analysis, Instructor-led Training, Learning Management..., Learning Management, SnagIt, Hands-on Training, Job Aids, Instructional Technology, Performance Consulting, Camtasia, Social Learning, EMR Training, E-Learning Consulting, Cerner, Cerner_LearningLive, Articulate Storyline, LearningLIVE

Education
Arizona State University   2000 — 2001
M.Ed., Educational Technology

Arizona State University   1997 — 1999
B.A., English

Monica Merenda Monica Merenda Phoenix, Arizona Details
Monica Merenda's The Vanguard Group Experience September 2008 - January 2010
Job Manager Marketing and Catering
Industry Restaurants
Experience
Los Compadres   February 2014 - Present
Vanguard  December 2013 - February 2014
Vanguard  July 2012 - August 2013
Vanguard  January 2010 - July 2012
The Vanguard Group   September 2008 - January 2010
Vanguard  February 2006 - September 2008

Skills
Restaurant Management, Restaurant Marketing, Catering, Marketing Strategy, Social Media Marketing, Menu Engineering, Event Planning, Restaurants, Customer Service, Food Cost Analysis, Change Management, Management, Series 7, Financial Services, Project Management, Series 6, Series 63, Leadership, series 26, Operations Management, SharePoint

Education
Arizona State University   2002 — 2006
Bachelor of Science (BS), Global Business - Marketing

Jessica Bemis Jessica Bemis Greater Philadelphia Area Details
Jessica Bemis's The Vanguard Group Experience March 2000 - February 2007
Job
Industry Information Technology and Services
Experience
The Vanguard Group   March 2000 - February 2007
RPA Associates  1998 - 1999
Right Management Consultants  1997 - 1998
Dale E. Anstine   1995 - 1997

Education
Alvernia University   1998 — 2000
BS

Penn State University   1993 — 1995

Penn State University   1991 — 1993
Associates

Delone Catholic High School   1988 — 1991

Tammie Evans, CFP® Tammie Evans, CFP® Phoenix, Arizona Area Details
Tammie Evans, CFP®'s The Vanguard Group Experience October 2006 - July 2008
Job
Industry Financial Services
Experience
Vanguard  February 2014 - Present
Vanguard  September 2012 - January 2014
Vanguard  July 2008 - August 2012
The Vanguard Group   October 2006 - July 2008
Vanguard Group  July 2005 - October 2006
McDonald Investments Inc.  December 2003 - July 2005
McDonald Investments Inc.  January 2001 - September 2003

Skills
Strategic Financial..., Retirement Planning, Investments, Asset Allocation, Portfolio Management, Financial Planning, Series 63, Insurance, Estate Planning, Mutual Funds, Series 6

Education
Arizona State University, W. P. Carey School of Business   2005 — 2007
MBA

Cleveland State University   1997 — 2000
BBA

Dmitriy Barash Dmitriy Barash Greater Philadelphia Area Details
Dmitriy Barash's The Vanguard Group Experience June 1997 - May 1998
Job Sr. Software Engineer at Acurian
Industry Information Technology and Services
Experience
Acurian  December 2012 - Present
LiquidHub  October 2012 - December 2012
LiquidHub  January 2012 - October 2012
LiquidHub  April 2011 - January 2012
SEI  November 2009 - June 2011
Strategic Systems Solutions  February 2003 - December 2009
Deutsche Bank  1998 - 2003
The Vanguard Group   June 1997 - May 1998

Skills
Java, J2EE Application..., Spring, Hibernate, iBatis, Struts, Web Services, XML, WebCenter, oracle, Oracle Fusion Middleware, JDeveloper, RAD, WebSphere MQ, Weblogic, Websphere, Oracle, Agile Project Management, Requirements Analysis, Software Development, Agile Methodologies, Enterprise Architecture, Unix, SDLC, Requirements Gathering, Spring Framework, Java Enterprise Edition

Education
LTI   1978 — 1983

Saint Petersburg State Technological University of Plant Polymers   1978 — 1983

DPT Business School

Sirlapu Srinivasarao - Sirlap Sirlapu Srinivasarao - Sirlap Charlotte, North Carolina Area Details
Sirlapu Srinivasarao - Sirlap's The Vanguard Group Experience January 2011 - June 2011
Job IT Director Service Delivery Manager at Bank of America
Industry Financial Services
Experience
Bank of America  July 2011 - Present
The Vanguard Group   January 2011 - June 2011
The Vanguard Group   January 2008 - December 2010
Vanguard  April 2001 - December 2007
Great American Insurance  August 1997 - March 2001
Great American Financial Resources  August 1997 - September 1998
Datamatics  June 1994 - August 1997

Skills
Netezza, Teradata, Spotfire, Business Intelligence, Cognos, Aprimo, Data Warehousing, COBOL, HADOOP, DB2, CICS, Agile Methodologies, Credit Risk, Solution Architecture, Hadoop, Governance, SOA, Oracle, Integration, ETL

Education
Saint Joseph's University - Erivan K. Haub School of Business   2012 — 2017
MBA, Business Intelligence

Andhra University   1989 — 1993
B Tech, Chemical Engineering

PB Siddartha College   1987 — 1989
Intermediate, MPC

Brian McNeill Brian McNeill Greater Philadelphia Area Details
Brian McNeill's The Vanguard Group Experience April 2006 - February 2010
Job Business Technology Manager at Vanguard
Industry Financial Services
Experience
Vanguard  July 2011 - Present
Delaware Valley College  January 2005 - May 2013
Vanguard  February 2010 - July 2011
The Vanguard Group   April 2006 - February 2010
TruMark Financial Credit Union  1996 - 1997

Skills
SharePoint, Management, Siebel, Data Quality, Statistics, Reporting Technologies, Business Technology, Business Intelligence, CRM, Change Management, Integration, Project Management, Team Leadership, Consulting, Business Analysis, Process Improvement, Data Analysis, Finance, Business Strategy, Leadership, Financial Services, Mutual Funds

Education
Pennsylvania State University-Great Valley Graduate Center   2003 — 2006
Master of Science (M.S.), Information Science

Arcadia University   1998 — 2003
Bachelor of Arts (B.A.), Business Administration/Finance

Delaware Valley College
Finance, Business Administration and Management, General

Adam Zedan, CFP® Adam Zedan, CFP® Phoenix, Arizona Area Details
Adam Zedan, CFP®'s The Vanguard Group Experience January 2005 - April 2007
Job Assistant Branch Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  January 2015 - Present
Fidelity Investments  December 2010 - December 2014
USAA  February 2009 - December 2010
Merrill Lynch  April 2007 - December 2008
The Vanguard Group   January 2005 - April 2007

Skills
Series 7, Retirement, Financial Services, Series 63, Portfolio Management, Retirement Planning, Estate Planning, Life Insurance, Strategic Financial..., Financial Advisory, Investments, Series 65, Investment Advisory, Investment Strategies, Analysis

Education
Arizona State University   2001 — 2004
B.S., Finance

Arizona State University, W. P. Carey School of Business   2001 — 2004
Bachelor of Science (BS), Finance

Jane Qi Jane Qi San Francisco Bay Area Details
Jane Qi's The Vanguard Group Experience May 2008 - April 2012
Job Tax Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab  April 2012 - Present
The Vanguard Group   May 2008 - April 2012
PFPC, Inc  September 2003 - May 2008
PNC Global Investment Servicing  2003 - 2008

Skills
Tax, Corporate Tax, Accounting, Tax Accounting, SEC filings, Financial Reporting, Income Tax, Internal Controls, Sarbanes-Oxley Act, Financial Accounting, General Ledger, Mutual Funds, Accruals, GAAP, Tax Research, Tax Preparation

Education
Virginia Polytechnic Institute and State University - Pamplin College of Business   1999 — 2000
Master's degree, Tax

Shenyang University of Technology   1991 — 1995
B.S., Accounting

Chad Knaus Chad Knaus Greater Chicago Area Details
Chad Knaus's The Vanguard Group Experience June 2003 - June 2005
Job External Wholesaler at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management  October 2009 - Present
MFS Investment Management  August 2008 - October 2009
MFS Investment Management  July 2007 - August 2008
MFS Investment Management  July 2005 - June 2007
The Vanguard Group   June 2003 - June 2005

Skills
Series 6, Series 7, Series 24, Series 63, Mutual Funds, Public Seminars

Education
Arizona State University   1999 — 2003
BA, Finance

Amanda Blethen Amanda Blethen Charlotte, North Carolina Area Details
Amanda Blethen's The Vanguard Group Experience November 2007 - November 2008
Job Kindergarten Teacher at Charlotte Mecklenburg Schools
Industry Primary/Secondary Education
Experience
Charlotte Mecklenburg Schools  December 2008 - Present
The Vanguard Group   November 2007 - November 2008
University Hospital  June 2007 - December 2007
Charlotte Mecklenburg Schools  August 2006 - June 2007

Skills
Staff Development, Community Outreach, Public Speaking, Elementary Education, Classroom Management, Lesson Planning, Differentiated..., PowerPoint, Literacy, Research, Higher Education

Education
Appalachian State University   2002 — 2006
Bachelors, Elementary Education

Northside

Northside Christian

Northside Christian

Craig Runkle Craig Runkle Reading, Pennsylvania Area Details
Craig Runkle's The Vanguard Group Experience 2002 - Present
Job Production Support Analyst at Vanguard
Industry Financial Services
Experience
Vanguard  2010 - Present
The Vanguard Group   2002 - Present
The Vanguard Group   December 1998 - March 2002

Skills
Financial Services, Testing, Business Analysis, Software Development, Fixed Income, Trading Systems, Equity Systems, Charles River IMS, Microsoft SQL Server, Equities, SDLC, Systems Analysis, Sybase, Visio, Trading

Education
Albright College   1985 — 1993
BS, Computer Science

Albright College

Andrew Kranz Andrew Kranz Tampa, Florida Details
Andrew Kranz's The Vanguard Group Experience January 2004 - February 2008
Job Financial Services
Industry Financial Services
Experience
The Vanguard Group   January 2004 - February 2008

Education
Appalachian State University   1997 — 2003

Eileen Prussman Eileen Prussman Oley, Pennsylvania Details
Eileen Prussman's The Vanguard Group Experience July 1995 - Present
Job Systems Engineer at The Vanguard Group
Industry Information Technology and Services
Experience
The Vanguard Group   July 1995 - Present
Meridian Bank  1987 - 1995
General Battery   August 1983 - July 1987
Gilbert/Commonwealth Associates   June 1974 - July 1983

Skills
Requirements Analysis, DB2, Unix, SDLC, Agile Methodologies, Oracle, Business Analysis, Enterprise Architecture, Visio, Software Project..., SQL

Education
Albright College   1976 — 1980
Business Adm/Information Systems

David Franco, QPA, QKA David Franco, QPA, QKA Phoenix, Arizona Area Details
David Franco, QPA, QKA's The Vanguard Group Experience November 1997 - March 2006
Job Compliance Analyst at Vanguard
Industry Financial Services
Experience
Vanguard Group  March 2006 - Present
The Vanguard Group   November 1997 - March 2006

Skills
Financial Services, Series 7, Mutual Funds, Series 63, Securities, Investments, 401k, Equities, Portfolio Management, Retirement Planning, Asset Management

Education
Arizona State University
Bachelor of Science, Accountancy

Jason Miller, MBA Jason Miller, MBA Lancaster, Pennsylvania Area Details
Jason Miller, MBA's The Vanguard Group Experience January 1999 - October 2000
Job Internal Operations Manager at Fulton Financial Corporation
Industry Financial Services
Experience
Fulton Financial Corporation  February 2014 - Present
MidAtlantic Farm Credit  May 2009 - February 2014
Bentley Systems  February 2005 - February 2009
Pfizer Consumer Healthcare  October 2000 - September 2004
The Vanguard Group   January 1999 - October 2000

Skills
Strategic Planning, Risk Management, Account Management, Access, Customer Service, Accounts Receivable, Leadership Development, Training, Microsoft Excel, Team Leadership, Finance, Public Speaking, Business Analysis, Analysis, Leadership, Process Improvement

Education
Alvernia University   2010 — 2015
Master of Business Administration (MBA)

La Salle University   1991 — 1995

Lancaster Catholic   1987 — 1991

Anthony Bumbry Anthony Bumbry Reading, Pennsylvania Area Details
Anthony Bumbry's The Vanguard Group Experience September 2008 - Present
Job Manager Fund Accounting at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group   September 2008 - Present
Vanguard  June 2005 - September 2008
Vanguard  2001 - 2005

Education
West Chester University of Pennsylvania   2003 — 2004

Albright College   1997 — 2001

Jonathan DiMarco Jonathan DiMarco Greater New York City Area Details
Jonathan DiMarco's The Vanguard Group Experience 1999 - 2006
Job Director Benefits Compliance at Marsh & McLennan Companies, Inc.
Industry Human Resources
Experience
MMC  2006 - Present
The Vanguard Group   1999 - 2006
Towers Watson  1998 - 1999
Ceridian  1997 - 1998

Skills
Compliance, Employee Benefits, Benefits, Benefits Administration, Risk Management, Mergers, Employee Relations, Vendor Management, Due Diligence, ERISA, Employment Law, Contract Negotiation, Compensation, Team Building, Budgeting, Mergers & Acquisitions, Deferred Compensation, Change Management, Process Improvement, Budgets, Human Resources

Education
Duquesne University   2002 — 2004
Master of Arts (MA), Organizational Leadership

Albright College   1993 — 1997

Stephen Pfau Stephen Pfau Greater Philadelphia Area Details
Stephen Pfau's The Vanguard Group Experience September 1995 - March 2000
Job Director of Business Development at Frontegra Asset Management
Industry Investment Management
Experience
Frontegra Asset Management   October 2012 - Present
Russell ETFs   March 2011 - August 2012
Morgan Stanley Investment Management  March 2000 - March 2011
The Vanguard Group   September 1995 - March 2000

Skills
Alternative Investments, Asset Management, ETFs, Asset Allocation, Relationship Management, Fixed Income, Wealth Management, Portfolio Management, Private Equity, Investment Management, Asset Managment, Hedge Funds, RIA, Sales, Client Development, Product Development, Product Management, Product Marketing, Equities, Derivatives, Investments, Mutual Funds, Financial Services, Series 7

Education
Drexel University - LeBow College of Business   1997 — 1999
MBA, Finance - Investment Management

Arcadia University   1989 — 1993
B.S., Finance, General

Archbishop Wood

Cheryl McDonald Cheryl McDonald Neenah, Wisconsin Details
Cheryl McDonald's The Vanguard Group Experience September 2007 - Present
Job Supervisor at The Vanguard Group
Industry Investment Management
Experience
The Vanguard Group   September 2007 - Present
Vanguard  January 2005 - September 2007
Vanguard  January 2001 - January 2005
Vanguard  September 1999 - January 2001
Vanguard  November 1997 - September 1999
Vanguard  September 1996 - November 1997

Skills
Series 63, Series 6, Mutual Funds, Series 7, Series 24, Series 4

Education
Arizona State University   2012 — 2013
Bachelor of Arts (B.A.), Business- Legal Studies

Western International University   2005 — 2011
Associate of Arts (A.A.), Business Administration and Management, General, 3.85

Andrew R. Hartman, LUTCF Andrew R. Hartman, LUTCF Greater Pittsburgh Area Details
Andrew R. Hartman, LUTCF's The Vanguard Group Experience September 1996 - February 2003
Job Personal AutoHomeLifeAnnuity sales Liberty Mutual Insurance Group
Industry Insurance
Experience
Liberty Mutual Insurance  February 2003 - Present
The Vanguard Group   September 1996 - February 2003

Skills
Property & Casualty..., Variable Annuities, Whole Life, Term Life Insurance, Umbrella Insurance, Voluntary Employee..., Wealth Management, Series 6, Series 63, Customer Satisfaction, Underwriting

Education
Arizona State University   1998 — 2002
B.S., Economics

Indiana University of Pennsylvania   1991 — 1996
German

Juliet Codrington Juliet Codrington Greater Philadelphia Area Details
Juliet Codrington's The Vanguard Group Experience May 2007 - Present
Job IT Helpdesk Analyst at Alfa Insurance
Industry Information Technology and Services
Experience
The Vanguard Group   May 2007 - Present
Towers Perrin  May 1989 - April 2005

Skills
SDLC, Disaster Recovery, Business Analysis, Vendor Management, SharePoint, Visio, ITIL, IT Management, Active Directory, Software Documentation, Enterprise Architecture, SQL, Troubleshooting, Process Improvement, Project Management

Education
Alabama State University   1983 — 1988
Bachelor of Science (BS), Computer and Information Sciences and Support Services

Derek Tompkinson Derek Tompkinson Washington D.C. Metro Area Details
Derek Tompkinson's The Vanguard Group Experience February 2004 - February 2006
Job Subcontracts Administrator at Serco Inc.
Industry Government Administration
Experience
Serco  June 2013 - Present
DHS FEMA  April 2011 - June 2013
United States Department of Homeland Security  March 2009 - May 2012
DHS, OPO, OHAAD   April 2010 - April 2011
U.S. Coast Guard   April 2009 - April 2010
State of Arizona Office of the Auditor General  September 2008 - March 2009
Institute for Supply Management (ISM)   2007 - 2008
Raytheon  May 2007 - August 2007
Infusion Software  February 2006 - August 2006
The Vanguard Group   February 2004 - February 2006

Skills
Government, Contract Management, Government Contracting, Government Procurement, Policy, Procurement, Analysis, Process Improvement, Contract Negotiation, Program Management, Negotiation, Supply Chain Management, Microsoft Office, Commercial Contracts, Management, Business Process..., Strategic Sourcing, Supply Management

Education
Arizona State University   2006 — 2008
MBA, Supply Chain Management

Arizona State University - W. P. Carey School of Business   2006 — 2008
MBA, Supply Chain

Northern Arizona University-The W. A. Franke College of Business   2000 — 2002
BSBA, Management

Craig Runkle Craig Runkle Reading, Pennsylvania Area Details
Craig Runkle's The Vanguard Group Experience 2003 - Present
Job at Vanguard
Industry Financial Services
Experience
Vanguard  January 2010 - Present
Vanguard  2010 - Present
The Vanguard Group   2003 - Present
Vanguard  December 1998 - Present
Meridian Bank  October 1985 - November 1998

Education
Albright College   1985 — 1993
BS, Computer Science

Stephanie Wagner Stephanie Wagner Greater New York City Area Details
Stephanie Wagner's The Vanguard Group Experience October 1999 - July 2005
Job Senior Manager, Research and Content Strategy at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade  August 2005 - Present
The Vanguard Group   October 1999 - July 2005

Skills
Series 24, Series 7, Mutual Funds, Series 63, Securities, Risk Management, Investment Strategies, Equities, FINRA, Financial Advisory, Portfolio Management, Fixed Income, Asset Allocation, Retirement Planning, Investments, Options, Investment Advisory, Wealth Management, ETFs, Asset Management, Financial Services, Alternative Investments, Relationship Management

Education
Arizona State University   1992 — 1996

Joan De la Paz Hellmer Joan De la Paz Hellmer New York, New York Details
Joan De la Paz Hellmer's The Vanguard Group Experience July 2006 - November 2007
Job Investment Banking Associate
Industry Investment Banking
Experience
Goldman Sachs  January 2010 - July 2011
Goldman Sachs  November 2007 - December 2009
The Vanguard Group   July 2006 - November 2007

Education
The University of Chicago - Booth School of Business   2011 — 2013
MBA, Finance and Accounting

Arcadia University   2002 — 2006
BA, International Business, Finance, Economics

Università per Stranieri di Perugia   2005 — 2005
Advanced Italian course

Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM   1997 — 1999
High School

Jeff Hosterman Jeff Hosterman Scottsdale, Arizona Details
Jeff Hosterman's The Vanguard Group Experience November 1994 - Present
Job Systems Engineer at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group   November 1994 - Present
Phoenix Suns  October 1999 - Present
Maricopa Community Colleges  May 2002 - December 2006

Skills
Microsoft Office, Process Improvement, Networking, Project Management, Disaster Recovery, Business Analysis, System Administration, SharePoint, Active Directory, Team Building, Windows, Risk Management, Relationship Management, Troubleshooting, Visio, PowerPoint, Financial Services, Computer Hardware

Education
University of Phoenix   2003 — 2004
MSCIS, Computer Information Systems

Arizona State University   1988 — 1992
BS, Psychology

Courtney E. Allen Courtney E. Allen Greater San Diego Area Details
Courtney E. Allen's The Vanguard Group Experience October 2008 - April 2010
Job Senior Financial Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management  November 2012 - Present
Morgan Stanley Wealth Management  April 2010 - November 2012
The Vanguard Group   October 2008 - April 2010

Skills
Series 7, Series 66, Investment Advisory, Wealth Management..., Finance, Financial Advisory, Pensions, CRM, Investment Strategies, Equities, Training, Hedge Funds, Fixed Income

Education
Arizona State University - W. P. Carey School of Business   2004 — 2008
Bachelor of Science

Peter O'Neil Peter O'Neil Phoenix, Arizona Area Details
Peter O'Neil's The Vanguard Group Experience 1999 - 2005
Job Research Manager at Colliers International Greater Phoenix
Industry Real Estate
Experience
Colliers International Greater Phoenix   March 2012 - Present
Colliers International  August 2010 - March 2012
Marcus & Millichap  October 2006 - March 2009
Marcus & Millichap  2006 - 2008
ING Funds  2005 - 2005
The Vanguard Group   1999 - 2005

Skills
Real Estate, Market Analysis, Financial Modeling, Market Research, Forecasting, Data Analysis, Marketing, Research, Financial Analysis, Project Management, Analysis, Commercial Real Estate, Location Intelligence

Education
Arizona State University - W. P. Carey School of Business   2001 — 2003
MBA, Business

University of Maryland College Park   1992 — 1996
BA, Government & Politics

Jeanette Dennis Jeanette Dennis Boyertown, Pennsylvania Details
Jeanette Dennis's The Vanguard Group Experience 1996 - 2004
Job Director, Human Resources
Industry Human Resources
Experience
Rodale Inc.  April 2015 - Present
Human Resources Consulting Services   September 2008 - Present
The Walt Disney Company  May 2011 - June 2014
SAP  September 2009 - August 2010
Kenexa  May 2006 - August 2008
EDS  2004 - 2006
The Vanguard Group   1996 - 2004
Independent Consultant  February 1995 - November 1996
National Computer Systems  May 1992 - February 1995

Skills
Strategy, Business Process..., CRM, Program Management, Change Management, Recruiting, Outsourcing, Process Improvement, Organizational..., SDLC, Management, Project Management, IT Strategy, Training, Strategic Planning, Leadership, Integration, Human Resources, Employee Engagement, Consulting, Talent Acquisition, SaaS, Employee Relations, Employee Benefits, HRIS, HR Policies, HR Consulting, HR Software, HR Project Management, HR Transformation, Strategic HR, Six Sigma, Six Thinking Hats, SEI CMM, Iso 9000, Talent Management, Organizational..., Organizational Design, Organizational..., Organizational Structure, Organizational Behavior, Transformational..., Benefits Administration, Benefits Negotiation, Onboarding, Labor Management, Retention Management

Education
Alverno College

Certified Emotional Intelligence Coach

The George Washington University
Certification

Amy Bradshaw Amy Bradshaw Phoenix, Arizona Area Details
Amy Bradshaw's The Vanguard Group Experience October 2009 - November 2011
Job Investment Consultant Concierge Services at Vanguard
Industry Financial Services
Experience
Vanguard  September 2013 - Present
Vanguard  November 2011 - September 2013
The Vanguard Group   October 2009 - November 2011
The Vanguard Group   July 2008 - October 2009
The Vanguard Group   June 2007 - July 2008
Inlign Wealth Management  May 2006 - June 2007

Skills
Series 63, Investments, Series 6, Financial Analysis, Series 7, Mutual Funds

Education
Arizona State University   2004 — 2006
Bachelor of Science, Finance

Daniel Arredondo Daniel Arredondo Charlotte, North Carolina Area Details
Daniel Arredondo's The Vanguard Group Experience 2006 - Present
Job Senior Tech Lead at The Vanguard Group
Industry Computer Software
Experience
The Vanguard Group   2006 - Present
Vanguard  2000 - 2006
Itron Siemens   1997 - 1999

Skills
Agile Methodologies, Java, SDLC, Agile Project Management, Spring, Requirements Analysis, Software Project..., SQL, Scrum, Subversion, Unix, Waterfall, XML, Enterprise Architecture, Problem Solving, Troubleshooting, Unix Administration, Oracle Database..., TIBCO, Control-M, Shell Scripting

Education
University of North Carolina at Charlotte   1999 — 2000
Master's degree, Computer Science

Universidad Nacional de San Luis   1990 — 1997
Licentiate degree, Computer Science

Stanley Strelish Stanley Strelish Phoenix, Arizona Area Details
Stanley Strelish's The Vanguard Group Experience September 1999 - Present
Job Senior Financial Advisor at Vanguard
Industry Financial Services
Experience
The Vanguard Group   September 1999 - Present

Skills
Series 63, Strategic Financial..., Series 7, Retirement Planning

Education
Arizona State University - W. P. Carey School of Business   2001 — 2003
MBA

University of Scranton   1995 — 1999

Robert Lipstreu Jr. Robert Lipstreu Jr. High Point, North Carolina Details
Robert Lipstreu Jr.'s The Vanguard Group Experience March 2008 - July 2010
Job Financial Advisor
Industry Financial Services
Experience
Vanguard  January 2008 - Present
StarCrafters, Inc   January 2005 - Present
Junior Achievements   2001 - Present
The Vanguard Group   March 2008 - July 2010
United Parcel Services  2003 - 2007
United Parcel Service  January 2001 - 2003

Education
Aarhus Universitet   2007 — 2008
BA, International Business

University of North Carolina at Greensboro   2002 — 2006
BA, Business Administration

North Carolina State University   1998 — 2002
Civil and Enviromental Engineering

Arhus School of Business
applied studies, all

Graduate of the University of North Carolina at
Bachelor of Science, Business Administration; Business Studies

North Carolina State University
Civil and Evironmental Engineering

Jonathan Woerner Jonathan Woerner Scottsdale, Arizona Details
Jonathan Woerner's The Vanguard Group Experience October 2012 - Present
Job Supervisor at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group   October 2012 - Present
The Vanguard Group   August 2011 - October 2012
The Vanguard Group   July 2010 - August 2011
The Vanguard Group   September 2008 - July 2010

Skills
Series 7, Series 63, Investments, Mutual Funds, ETFs, Finance, Asset Allocation, Financial Analysis, Investment Strategies, Retirement Planning

Education
Arizona State University, W. P. Carey School of Business   2011 — 2013
Master of Business Administration (M.B.A.)

Virginia Polytechnic Institute and State University   2000 — 2005
Bachelor's, Finance

Mary Foote Hebert Mary Foote Hebert Phoenix, Arizona Area Details
Mary Foote Hebert's The Vanguard Group Experience January 2006 - December 2007
Job Vice President, Business Development
Industry Management Consulting
Experience
Greater Phoenix Economic Council  May 2012 - Present
Arizona State University Foundation  January 2009 - May 2012
Morgan Stanley  December 2007 - January 2009
The Vanguard Group   January 2006 - December 2007

Skills
Series 7, Community Outreach, Research, FINRA, Economic Development, Non-profits, Uniform Combined State..., Public Policy

Education
Thunderbird School of Global Management
Executive Education - Global Leadership Certificate, Leading and Managing in Turbulent Times

Arizona State University
BIS, Business, Philosophy

Arizona State University
MPA, Public Administration/Public Policy

Lorraine Dillon Lorraine Dillon Greater Philadelphia Area Details
Lorraine Dillon's The Vanguard Group Experience June 1998 - Present
Job Project Manager at The Vanguard Group
Industry Investment Management
Experience
The Vanguard Group   June 1998 - Present
IBM - Lotus Development Group   April 1996 - June 1998
Unisys Corporation  January 1985 - April 1995

Skills
Project Management, SDLC, Agile Methodologies, Business Analysis, Project Delivery, Vendor Management, Software Project..., Enterprise Architecture, Visio, PMO, PMP, Requirements Analysis, Scrum, Software Development, Java

Education
Arcadia University   1984 — 1985
B.S., Computer Science

Robert McLane Robert McLane Phoenix, Arizona Area Details
Robert McLane's The Vanguard Group Experience October 2006 - September 2008
Job HR & Benefits Advisor at Zenefits
Industry Financial Services
Experience
Zenefits  September 2015 - Present
MassMutual Financial Group  January 2013 - September 2015
The Hartford  March 2011 - January 2013
US Bank  December 2008 - March 2011
The Vanguard Group   October 2006 - September 2008

Skills
Retirement Planning, Sales, Financial Advisory, Series 63, Series 6, Mutual Funds, 401k, Retirement, Investments, Asset Allocation, Wealth Management, Securities, Series 7, Variable Annuities, IRAs, Investment Advisory, ETFs, Series 24, Employee Benefits, Fixed Annuities, Series 65

Education
Arizona State University
Bachelor of Arts (B.A.), Sociology

Sue Rhoad Sue Rhoad Reading, Pennsylvania Area Details
Sue Rhoad's The Vanguard Group Experience May 2007 - Present
Job Administrator at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group   May 2007 - Present

Education
Alvernia University   2010 — 2012
MBA, Economics and Commuity Action

Albright College   2006 — 2008

Albright College   1967 — 1971

Sunny Sood Sunny Sood Greater Atlanta Area Details
Sunny Sood's The Vanguard Group Experience November 1999 - October 2005
Job Banking and Investment Management Executive
Industry Banking
Experience
Bank of America  October 2005 - January 2009
The Vanguard Group   November 1999 - October 2005
Sun America Securities  July 1997 - October 1999
Swan Shipping Corporation   May 1992 - June 1997

Skills
Leadership, Strategic Partnerships, Portfolio Management, Management, CRM, Strategy, Financial Analysis

Education
Arizona State University   1990 — 1992
BS, Economics, Political Science and Pre Law

Subrahmanya Tatti Subrahmanya Tatti Greater New York City Area Details
Subrahmanya Tatti's The Vanguard Group Experience August 2010 - October 2011
Job Sr Java Developer at NJ Motor Vehicle Commission
Industry Information Technology and Services
Experience
New Jersey Motor Vehicle Commission  November 2011 - Present
The Vanguard Group   August 2010 - October 2011
Verizon Wireless  November 2009 - July 2010
NYK Line  March 2006 - October 2009
TI  April 2005 - February 2006
Verizon  March 2003 - March 2005
Infosys  2002 - 2005

Education
Indian Institute of Technology, Madras   2000 — 2002
MTech, Offshore Structures

Andhra University   1995 — 1999
BTech, Civil Engineering

Zori Tsvetkova, MBA Zori Tsvetkova, MBA Los Angeles, California Details
Zori Tsvetkova, MBA's The Vanguard Group Experience March 2009 - October 2010
Job Investment Marketing
Industry Financial Services
Experience
Capital Group  August 2013 - Present
Nuveen Investments  June 2012 - August 2013
Nuveen Investments  October 2010 - June 2012
The Vanguard Group   March 2009 - October 2010
The Vanguard Group   December 2007 - March 2009
The Vanguard Group   October 2006 - December 2007
Home Depot At-Home Services  September 2005 - October 2006

Skills
Investments, Mutual Funds, ETFs, Stocks, Bonds, RFP preparation, Investment Marketing, RFP, Capital Markets, Asset Allocation, Fixed Income, Equities, Financial Modeling, Securities, Portfolio Management, Risk Management, Financial Analysis

Education
Arizona State University, W. P. Carey School of Business   2008 — 2009
Master of Business Administration, Business Administration and Management, General

Western International University   2003 — 2006
Bachelor of Science, International Business

Henderson State University   2002 — 2003
Business Administration

Exemplary High School of Mathematics   1996 — 2002
High School Diploma, Mathematics, English

Christina Zeller Schnettler Christina Zeller Schnettler United States Details
Christina Zeller Schnettler's The Vanguard Group Experience July 2005 - October 2006
Job Senior Financial Analyst at Orbital Sciences Corporation
Industry
Experience
Orbital Sciences Corporation  October 2006 - Present
The Vanguard Group   July 2005 - October 2006
Brinker International  1996 - 2005

Skills
Microsoft Excel, Financial Analysis, Process Improvement, Microsoft Office, Earned Value Management, Budgets, Program Management, Analysis, Variance Analysis, Forecasting, Financial Reporting

Education
Arizona State University - W. P. Carey School of Business   2007 — 2009
MBA, Business

Humberto Yee-Flores Humberto Yee-Flores Scottsdale, Arizona Details
Humberto Yee-Flores's The Vanguard Group Experience April 2014 - August 2015
Job Flagship Assigned Representative at Vanguard
Industry Investment Management
Experience
Vanguard  August 2015 - Present
The Vanguard Group   April 2014 - August 2015
J.P. Morgan   April 2011 - April 2014
JPMorgan Chase  November 2011 - March 2014

Skills
Bilingual English /..., Customer Service &..., •Sales & Account..., •Promotional Strategy..., Small Business Lending, Loans, Commercial Lending, Credit, Banking, Leadership, Financial Analysis, Portfolio Management

Education
Arizona State University   2006 — 2008
Bachelor of Business,, Finance and Financial Management Services

Dan Nason Dan Nason Phoenix, Arizona Area Details
Dan Nason's The Vanguard Group Experience January 2001 - Present
Job Relationship Manager at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group   January 2001 - Present
Prudential Financial  March 1993 - December 2000

Education
Arizona State University
Bachelor of Arts (B.A.), Economics

Jeff Hausmann Jeff Hausmann Los Angeles, California Details
Jeff Hausmann's The Vanguard Group Experience August 2010 - September 2011
Job TechSavvy Professional | Relationship Building Expert | Bilingual | ForwardThinking Strategist | Social Media Master
Industry Legal Services
Experience
Epiq Systems  February 2014 - Present
Great-West Financial  November 2013 - February 2014
Vanguard  September 2011 - June 2013
The Vanguard Group   August 2010 - September 2011
Heating & Cooling Two, Inc.   December 2009 - July 2010
CLUES  April 2009 - March 2010

Skills
Customer Service, CRM, Microsoft Excel, Finance, ERISA, Leadership, Pop Culture, Social Media, 401k, Telephone Skills, Microsoft Word, Employee Benefits, Defined Contribution, Strategic Planning, Friendly Personality, Employee Relations, Marketing, Payroll, Time Management, Customer Relations, Team Building, Training, Social Networking, Human Resources, Spanish, Defined Benefit, Word, Excel, Interviews, Facebook, Investments, Retirement Planning, PowerPoint, Outlook, Process Improvement, Project Management, Retirement, Chapter 7, Bankruptcy, Trustee Administration, Problem Solving, iOS, Territory Management, Mobile Applications, SAP, Relationship Management, Project, Event Planning, Problem, Account Management

Education
Universidad de Iberoamérica   2003 — 2007
B.A, Psychology, 4.0 GPA

Loyola University New Orleans   2001 — 2003
Business Administration, Finance

Savanna Sutton Savanna Sutton Charleston, South Carolina Area Details
Savanna Sutton's The Vanguard Group Experience May 2011 - June 2012
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  July 2013 - Present
Vanguard  June 2012 - July 2013
The Vanguard Group   May 2011 - June 2012
Red Ventures  December 2010 - March 2011

Skills
Customer Service, Project Management, CRM, Advertising, PowerPoint

Education
Appalachian State University   2005 — 2009
Bachelor of Science (B.S.) Business Administration, International Business and German Lnaguage

Brandon Andrews Brandon Andrews Phoenix, Arizona Area Details
Brandon Andrews's The Vanguard Group Experience June 2011 - March 2014
Job Financial Advisor with Richfield Orion International
Industry Investment Management
Experience
The Vanguard Group   June 2011 - March 2014
Farmers Insurance  August 2009 - June 2011
Roshambo Delivery   2010 - 2010
Roshambo Delivery   2010 - 2010
First Investors Corporation  September 2008 - June 2009

Skills
Risk Management, Mutual Funds, Commercial Insurance, Financial Services, Series 63, Retirement Planning, Insurance, Investments, Series 6, Series 7, Relationship Management, Customer Service, CRM, Strategic Financial..., Marketing, Sales

Education
Arizona State University - W. P. Carey School of Business   2005 — 2008
B.S., Marketing

David Foust David Foust Phoenix, Arizona Area Details
David Foust's The Vanguard Group Experience August 2010 - June 2011
Job Claim AssociateInitial Loss Reporting at State Farm Insurance
Industry Financial Services
Experience
State Farm Insurance  July 2014 - Present
Vanguard  June 2011 - January 2013
The Vanguard Group   August 2010 - June 2011

Skills
Series 63, Mutual Funds, Series 6, Asset Allocation, Retirement Planning, Investment Strategies, Wealth Management, Securities, 401k, Investment Management, Retirement, PowerPoint, Microsoft Excel, Customer Service

Education
Arizona State University   2014 — 2017
Bachelor of Science (BS), Accountancy

University of Arizona   2004 — 2010
BA, Italian

Ryan Adams, CFP® Ryan Adams, CFP® Greater Philadelphia Area Details
Ryan Adams, CFP®'s The Vanguard Group Experience August 2005 - Present
Job Financial Planner
Industry Financial Services
Experience
The Vanguard Group   August 2005 - Present

Skills
Series 7, Series 63, Series 65

Education
Arizona State University, W. P. Carey School of Business
Bachelor of Science (BS), Business Administration

Rachel Lynne Webb Rachel Lynne Webb Phoenix, Arizona Area Details
Rachel Lynne Webb's The Vanguard Group Experience August 2010 - Present
Job The Vanguard Group
Industry Investment Management
Experience
The Vanguard Group   August 2010 - Present
Camp Fire Council of Greater Arizona   April 2008 - April 2010
Oaxaca Restaurant   September 2008 - May 2009
WaterTyme I   August 2004 - April 2009

Skills
Public Relations, Curriculum Design, Customer Satisfaction, Investments, Teaching, Retirement Planning, Customer Service, Leadership, Microsoft Office, Public Speaking, Financial Services, Event Planning, Retirement, Training, Coaching, Microsoft Word, Financial Analysis, Time Management, Event Management, Research, PowerPoint, Social Networking, Strategic Planning, Social Media

Education
Arizona State University West   2007 — 2010
Bachelor of Science, Human Communication

Phoenix Community College   2003 — 2006
Associates Degree of, Education

Trevor G. Browne High School   1996 — 2000
High School Diploma, General Education

Mike Croce, CFP® Mike Croce, CFP® Charlotte, North Carolina Area Details
Mike Croce, CFP®'s The Vanguard Group Experience 2011 - Present
Job Investment Advisor
Industry Financial Services
Experience
The Vanguard Group   2011 - Present
Hutchby & Yates, LLC   December 2007 - January 2011
Triune Capital Advisors   2004 - 2007

Skills
Strategic Financial..., Financial Analysis, ETFs, Business Strategy, Investments, Sales Management, Asset Allocation, Series 7, Asset Management

Education
Appalachian State University   1990 — 1994
BSBA, Finance

Kaitlin Kartholl Kaitlin Kartholl Greater New York City Area Details
Kaitlin Kartholl's The Vanguard Group Experience 2007 - 2007
Job Oil Risk Manager at Glencore
Industry Oil & Energy
Experience
Glencore  February 2014 - Present
Elustria Capital Partners   May 2011 - October 2013
JPMorgan  2008 - April 2011
JPMorgan  July 2009 - October 2009
The Vanguard Group   2007 - 2007

Skills
Options, Equities, Bloomberg, Investment Banking, Fixed Income, Derivatives, Prime Brokerage, Capital Markets, Alternative Investments, Hedge Funds, FX Options, Trading Systems, Energy Industry, Natural Gas, Financial Modeling

Education
Arizona State University   2005 — 2009
Finance

Timothy Glatfelter Timothy Glatfelter Greater Philadelphia Area Details
Timothy Glatfelter's The Vanguard Group Experience September 2008 - June 2011
Job Project Administrator / Process Advocate at The Vanguard Group
Industry Financial Services
Experience
Vanguard  July 2011 - Present
The Vanguard Group   September 2008 - June 2011

Education
Albright College   2002 — 2006
Economics / Business Management

Drexel University - LeBow College of Business
MBA

Geneva, Kent State

Jason Sparks Jason Sparks Charlotte, North Carolina Area Details
Jason Sparks's The Vanguard Group Experience February 2005 - March 2011
Job Knowledge Management Analyst at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  August 2013 - Present
TRUPOINT Partners  April 2013 - August 2013
The DARTON GROUP  July 2012 - October 2012
Robert Half Technology  March 2011 - June 2012
The Vanguard Group   February 2005 - March 2011
The Vanguard Group   February 2004 - February 2005
Clear Channel Charlotte   2002 - 2004

Skills
Mutual Funds, Sales, Account Management, Series 6, Series 63, Media, Promotions, Marketing, Business Development, Cold Calling, Portfolio Management, Management, Strategy, Finance, Retirement, IRAs, Customer Oriented, Technical Recruiting, CRM, Financial Services, Salesforce.com, Building Relationships, Time Management, Sales Presentations, SaaS, Sales Process, Process Improvement, Leadership

Education
Appalachian State University   2000 — 2003
BSBA, Management

Homewood-Flossmoor High School

Andrew Joshu Andrew Joshu Phoenix, Arizona Area Details
Andrew Joshu's The Vanguard Group Experience 2005 - Present
Job Vanguard
Industry Financial Services
Experience
The Vanguard Group   2005 - Present

Skills
Financial Services, Equities, Bloomberg, Securities, Mutual Funds, Investments, Fixed Income, Lotus Notes, Corporate Actions, Asset Management, Wealth Management, Portfolio Management

Education
Arizona State University, W. P. Carey School of Business
BS Economics

Scott Solorzano Scott Solorzano Mesa, Arizona Details
Scott Solorzano's The Vanguard Group Experience
Job Investment Professional at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group  

Skills
Series 7, Retirement Planning, Retirement

Education
Albright College   2013 — 2015
Bachelor of Business Administration (BBA), Business Administration, Management and Operations

Chandler/Gilbert Community College   2008 — 2010
Associate of Arts (A.A.), Business/Corporate Communications, 3.5

Marcia Parker Marcia Parker Paradise Valley, Arizona Details
Marcia Parker's The Vanguard Group Experience 1998 - 2009
Job Financial Services Professional
Industry Financial Services
Experience
The Vanguard Group   1998 - 2009

Skills
Highly Detailed, Customer Service, Coordination, Microsoft Word, Employee Benefits, Problem Solving, Training, Research, Communication, Retirement Planning, Organizational..., Strategic Planning

Education
Arizona State University   1996 — 1998
Graduate Certificate, Gerontology

Arizona State University   1986 — 1994
Sociology

Kaleef Williams-Bey Kaleef Williams-Bey Philadelphia, Pennsylvania Details
Kaleef Williams-Bey's The Vanguard Group Experience November 2010 - Present
Job Problem Resolution Associate at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group   November 2010 - Present
ACC Party Planning and Promotion LLC   May 2010 - August 2013
Vanguard  May 2008 - October 2010
24/7 Real Estate  October 2007 - October 2008
New seasons Assisted Living   August 2006 - January 2008

Education
Alvernia University   2014 — 2015
Master of Business Administration (MBA), Business Administration and Management, General, 3.9/4.0

La Salle University   2008 — 2011
Certificate, Business Administration and Management, General, 3.5/4.0

Saint Joseph's University   2005 — 2007
Bachelor of Science (BS), Legal Studies, General, 3.5/4.0

Community College of Philadelphia   2002 — 2004
Associate of Arts and Sciences (A.A.S.), Legal Assistant/Paralegal, 3.8/4.0

Aaron Jurgensen Aaron Jurgensen Tempe, Arizona Details
Aaron Jurgensen's The Vanguard Group Experience October 2010 - October 2012
Job Integrated Client Services at Vanguard
Industry Investment Management
Experience
Vanguard  October 2012 - Present
The Vanguard Group   October 2010 - October 2012

Skills
Investments, Mutual Funds, Series 7, Asset Allocation, Series 63, Equities, Portfolio Management, Asset Management, Investment Strategies, Wealth Management, Investment Management, Retirement Planning, Securities, Investment Advisory

Education
Arizona State University

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