The Vanguard Group
Industry: Investment management company
DescriptionThe Vanguard Group is an American registered investment advisor based in Malvern, Pennsylvania with over $5.1 trillion in assets under management. It is the largest provider of mutual funds and the second-largest provider of exchange-traded funds in the world after BlackRock's iShares. Customer service: 0800 032 3731 Assets under management: 5.1 trillion USD (January 31, 2018) Founder: John C. Bogle Founded: 1 May 1975, Valley Forge, Pennsylvania, United States CEO: Mortimer J. Buckley (Jan 2018–) Headquarters: Valley Forge, Pennsylvania, United States
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The Vanguard Group Employees
Employee
Years
Job
Industry
Ruchi (Pandya) Bigford Ruchi (Pandya) Bigford's The Vanguard Group Experience August 2008 - October 2010
Job Project Manager at Vanguard
Industry Investment Management
Experience
Vanguard August 2015 - Present
Vanguard May 2014 - August 2015
Vanguard March 2013 - April 2014
Vanguard November 2011 - March 2013
Vanguard September 2009 - November 2011
The Vanguard Group August 2008 - October 2010
Pfizer Pharmaceuticals May 2006 - August 2007
Skills
CRM, Finance, Leadership, Management, Training, Process Improvement, Time Management, Risk Management, Series 63, Sales, Mutual Funds
Education
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2008
Bachelor of Arts, Economics
Vanguard August 2015 - Present
Vanguard May 2014 - August 2015
Vanguard March 2013 - April 2014
Vanguard November 2011 - March 2013
Vanguard September 2009 - November 2011
The Vanguard Group August 2008 - October 2010
Pfizer Pharmaceuticals May 2006 - August 2007
Skills
CRM, Finance, Leadership, Management, Training, Process Improvement, Time Management, Risk Management, Series 63, Sales, Mutual Funds
Education
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2008
Bachelor of Arts, Economics
Deb Sanna Deb Sanna's The Vanguard Group Experience June 1997 - July 1998
Job REALTOR®, The Chris Luckowski Team
Industry Real Estate
Experience
Better Homes and Gardens Real Estate - Community Realty December 2004 - Present
McKesson HVS April 2012 - March 2015
Collegiate Insurance Resources, a division of USI Affinity September 2008 - July 2011
SEI Investments August 1998 - July 2006
The Vanguard Group June 1997 - July 1998
Skills
Pharmacy Automation, Real Estate Transactions, Marketing, Townhomes, Sales Operations, Healthcare, Retail, Selling, Purchasing, First Time Home Buyers, Contract Negotiation, Investment Properties, Single Family Homes, Buyer Representation, Condos, Marketing Strategy, Process Improvement, New Home Sales, Relationship Management, Residential Homes, Short Sales, Sales
Education
Saint Joseph's University - Erivan K. Haub School of Business 2000 — 2003
MBA, Business Administration
Shippensburg University of Pennsylvania 1993 — 1997
BSBA, Finance
Better Homes and Gardens Real Estate - Community Realty December 2004 - Present
McKesson HVS April 2012 - March 2015
Collegiate Insurance Resources, a division of USI Affinity September 2008 - July 2011
SEI Investments August 1998 - July 2006
The Vanguard Group June 1997 - July 1998
Skills
Pharmacy Automation, Real Estate Transactions, Marketing, Townhomes, Sales Operations, Healthcare, Retail, Selling, Purchasing, First Time Home Buyers, Contract Negotiation, Investment Properties, Single Family Homes, Buyer Representation, Condos, Marketing Strategy, Process Improvement, New Home Sales, Relationship Management, Residential Homes, Short Sales, Sales
Education
Saint Joseph's University - Erivan K. Haub School of Business 2000 — 2003
MBA, Business Administration
Shippensburg University of Pennsylvania 1993 — 1997
BSBA, Finance
Joseph Clifford III Joseph Clifford III's The Vanguard Group Experience June 2000 - June 2002
Job Account Director at Catalent Pharma Solutions
Industry Pharmaceuticals
Experience
Catalent Pharma Solutions April 2006 - Present
Robert Half International February 2005 - June 2006
SEI Investments 2002 - 2005
The Vanguard Group June 2000 - June 2002
Skills
Account Management, New Business Development, Business Development, Strategic Planning, Salesforce.com, Customer Service, Sales
Education
Saint Joseph's University - Erivan K. Haub School of Business 2001 — 2008
MBA, Marketing
Villanova University 1996 — 2000
Bachelor of Science, Marketing
Catalent Pharma Solutions April 2006 - Present
Robert Half International February 2005 - June 2006
SEI Investments 2002 - 2005
The Vanguard Group June 2000 - June 2002
Skills
Account Management, New Business Development, Business Development, Strategic Planning, Salesforce.com, Customer Service, Sales
Education
Saint Joseph's University - Erivan K. Haub School of Business 2001 — 2008
MBA, Marketing
Villanova University 1996 — 2000
Bachelor of Science, Marketing
Joseph Keltz Joseph Keltz's The Vanguard Group Experience
Job Municipal Trader at The Vanguard Group
Industry Investment Management
Experience
The Vanguard Group
Skills
Mutual Funds, Asset Allocation, Portfolio Management, Retirement Planning, Wealth Management, Fixed Income, Asset Management, Bloomberg, Investment Strategies, Investment Management, Capital Markets, Trading, Bonds, ETFs, Financial Analysis, Investments, Series 7
Education
Saint Joseph's University 2012 — 2015
Master of Business Administration (M.B.A.), Finance, General
The University of North Carolina Wilmington 1995 — 1999
BS Business Administration, Business Administration and Management, General
The Vanguard Group
Skills
Mutual Funds, Asset Allocation, Portfolio Management, Retirement Planning, Wealth Management, Fixed Income, Asset Management, Bloomberg, Investment Strategies, Investment Management, Capital Markets, Trading, Bonds, ETFs, Financial Analysis, Investments, Series 7
Education
Saint Joseph's University 2012 — 2015
Master of Business Administration (M.B.A.), Finance, General
The University of North Carolina Wilmington 1995 — 1999
BS Business Administration, Business Administration and Management, General
Divya Krishnamurthy Divya Krishnamurthy's The Vanguard Group Experience June 2013 - Present
Job Developer at The Vanguard Group
Industry Information Technology and Services
Experience
The Vanguard Group June 2013 - Present
Vanguard June 2011 - June 2013
Merck June 2010 - August 2010
Johnson & Johnson 2009 - 2009
Actavis 2008 - 2008
Skills
Java, SQL, HTML, Agile Methodologies, C, Visio, MySQL, JavaScript, SharePoint, Unix, SDLC, Databases, Linux, Oracle, Business Intelligence
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2011
BS, Information Technology
Rutgers, The State University of New Jersey-New Brunswick
The Vanguard Group June 2013 - Present
Vanguard June 2011 - June 2013
Merck June 2010 - August 2010
Johnson & Johnson 2009 - 2009
Actavis 2008 - 2008
Skills
Java, SQL, HTML, Agile Methodologies, C, Visio, MySQL, JavaScript, SharePoint, Unix, SDLC, Databases, Linux, Oracle, Business Intelligence
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2011
BS, Information Technology
Rutgers, The State University of New Jersey-New Brunswick
Evan Swartley, CFP® Evan Swartley, CFP®'s The Vanguard Group Experience May 1998 - Present
Job Senior Manager, Personal Advisor Services at Vanguard
Industry Financial Services
Experience
The Vanguard Group May 1998 - Present
Skills
Series 6, Series 7, Series 63, Series 24, Series 26
Education
Ursinus College
BBA, Finance
Saint Joseph's University - Erivan K. Haub School of Business
MBA, Finance
CERTIFIED FINANCIAL PLANNER™ Certification 2011 — 2011
The Vanguard Group May 1998 - Present
Skills
Series 6, Series 7, Series 63, Series 24, Series 26
Education
Ursinus College
BBA, Finance
Saint Joseph's University - Erivan K. Haub School of Business
MBA, Finance
CERTIFIED FINANCIAL PLANNER™ Certification 2011 — 2011
Stephen J. Mahoney Stephen J. Mahoney's The Vanguard Group Experience 1986 - 1996
Job First Vice President at Glenmede Trust Company
Industry Financial Services
Experience
Glenmede Trust Company January 1999 - Present
The Vanguard Group 1986 - 1996
Skills
Fixed Income, Portfolio Management, Derivatives, Securities, Investment Management, Finance, Money Market, Treasury, Funding, Asset Allocation, Alternative Investments, Equities, Investment Strategies, Mutual Funds
Education
Saint Joseph's University 1987 — 1989
MBA, Finance
Widener University 1984 — 1987
BS, Finance
Glenmede Trust Company January 1999 - Present
The Vanguard Group 1986 - 1996
Skills
Fixed Income, Portfolio Management, Derivatives, Securities, Investment Management, Finance, Money Market, Treasury, Funding, Asset Allocation, Alternative Investments, Equities, Investment Strategies, Mutual Funds
Education
Saint Joseph's University 1987 — 1989
MBA, Finance
Widener University 1984 — 1987
BS, Finance
Thomas W. Mooney, CFP® Thomas W. Mooney, CFP®'s The Vanguard Group Experience March 2005 - February 2007
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2014 - Present
Cerebral Palsy Association Of Chester County September 2006 - Present
Fidelity Investments January 2013 - May 2014
NestWise July 2012 - January 2013
Veritat Advisors March 2010 - July 2012
TIAA-CREF February 2007 - August 2010
The Vanguard Group March 2005 - February 2007
The Vanguard Group March 2004 - September 2005
Education
Saint Joseph's University 2002 — 2004
M.B.A., Finance
University of Scranton 1996 — 2000
B.S., Finance
Chestnut Hill Academy 1994 — 1996
La Salle College High School 1991 — 1993
TIAA-CREF May 2014 - Present
Cerebral Palsy Association Of Chester County September 2006 - Present
Fidelity Investments January 2013 - May 2014
NestWise July 2012 - January 2013
Veritat Advisors March 2010 - July 2012
TIAA-CREF February 2007 - August 2010
The Vanguard Group March 2005 - February 2007
The Vanguard Group March 2004 - September 2005
Education
Saint Joseph's University 2002 — 2004
M.B.A., Finance
University of Scranton 1996 — 2000
B.S., Finance
Chestnut Hill Academy 1994 — 1996
La Salle College High School 1991 — 1993
Bob Buckwalter, MBA, PMP Bob Buckwalter, MBA, PMP's The Vanguard Group Experience August 2005 - September 2007
Job Assistant Vice President Six Sigma Black Belt Berkadia Commercial Mortgage Inc.
Industry Financial Services
Experience
Berkadia Commercial Mortgage LLC September 2007 - July 2015
The Vanguard Group August 2005 - September 2007
2003 - 2005 August 2003 - August 2005
Vanguard Brokerage Services August 2002 - August 2003
The Vanguard Group August 2000 - August 2002
Skills
Process Improvement, Analysis, Strategy, Six Sigma, Leadership, Project Management, Management, Program Management, Data Analysis, Financial Analysis, Cross-functional Team..., Business Process..., Analytics, PMP, Strategic Thinking, Risk Management, Business Analysis, Investments, Microsoft Excel, Vendor Management, Financial Modeling, Portfolio Management, Metrics, Process Engineering, Visio, Business Strategy, Operational Excellence, Business Intelligence, Business Process Mapping, Performance Management, Finance, Strategic Planning, Asset Management, Visual Basic, Performance Metrics, Data Mining, Data-driven Decision..., Staff Utilization, Operational Efficiency, Strategic Leadership, KPI Dashboards, KPI Reports, Increase Productivity, Documentation, Process Mapping, Metrics Analysis, KPI implementation, Financial Operations, Business Process..., Financial Reporting
Education
Saint Joseph's University - Erivan K. Haub School of Business 2012 — 2013
Master of Business Administration (MBA)
MILLERSVILLE UNIVERSITY 1996 — 1999
Bachelor of Science, Business Administration; Maj. Finance, Min. Economics
Upper Moreland 1981 — 1993
Berkadia Commercial Mortgage LLC September 2007 - July 2015
The Vanguard Group August 2005 - September 2007
2003 - 2005 August 2003 - August 2005
Vanguard Brokerage Services August 2002 - August 2003
The Vanguard Group August 2000 - August 2002
Skills
Process Improvement, Analysis, Strategy, Six Sigma, Leadership, Project Management, Management, Program Management, Data Analysis, Financial Analysis, Cross-functional Team..., Business Process..., Analytics, PMP, Strategic Thinking, Risk Management, Business Analysis, Investments, Microsoft Excel, Vendor Management, Financial Modeling, Portfolio Management, Metrics, Process Engineering, Visio, Business Strategy, Operational Excellence, Business Intelligence, Business Process Mapping, Performance Management, Finance, Strategic Planning, Asset Management, Visual Basic, Performance Metrics, Data Mining, Data-driven Decision..., Staff Utilization, Operational Efficiency, Strategic Leadership, KPI Dashboards, KPI Reports, Increase Productivity, Documentation, Process Mapping, Metrics Analysis, KPI implementation, Financial Operations, Business Process..., Financial Reporting
Education
Saint Joseph's University - Erivan K. Haub School of Business 2012 — 2013
Master of Business Administration (MBA)
MILLERSVILLE UNIVERSITY 1996 — 1999
Bachelor of Science, Business Administration; Maj. Finance, Min. Economics
Upper Moreland 1981 — 1993
Steve Ajemian Steve Ajemian's The Vanguard Group Experience February 2007 - Present
Job Senior Manager The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group February 2007 - Present
Vanguard April 2003 - February 2007
United Way August 2002 - December 2002
Skills
Relationship Management, Mutual Funds, Call Center, Financial Services, Leadership Development, Process Improvement, Call Centers, 401k, Asset Allocation, Finance, Business Analysis, Investment Strategies, Investments, Leadership, Retirement Planning, Portfolio Management, Management, Risk Management, Series 63, Securities, Strategic Financial..., Series 7, Wealth Management
Education
Saint Joseph's University 2007 — 2011
Masters of Business Administration, Finance, General
University of Delaware 1995 — 1999
Business Administration, Finance
The Vanguard Group February 2007 - Present
Vanguard April 2003 - February 2007
United Way August 2002 - December 2002
Skills
Relationship Management, Mutual Funds, Call Center, Financial Services, Leadership Development, Process Improvement, Call Centers, 401k, Asset Allocation, Finance, Business Analysis, Investment Strategies, Investments, Leadership, Retirement Planning, Portfolio Management, Management, Risk Management, Series 63, Securities, Strategic Financial..., Series 7, Wealth Management
Education
Saint Joseph's University 2007 — 2011
Masters of Business Administration, Finance, General
University of Delaware 1995 — 1999
Business Administration, Finance
Terri Hoopes Terri Hoopes's The Vanguard Group Experience July 1994 - September 2004
Job Senior HR Business Partner Manager at Nemours, SPHR
Industry Hospital & Health Care
Experience
Nemours July 2011 - Present
Genesis Physician Services March 2009 - June 2011
Genesis Healthcare Corporation April 2008 - March 2009
The Vanguard Group July 1994 - September 2004
Siemens (Formerly SMS) July 1987 - September 1994
Skills
Human Resources, Strategic Planning, Management, HRIS, Employee Relations, Employee Engagement, Employee Benefits, Talent Acquisition, Talent Management, Onboarding, Strategy, Benefits Administration, Deferred Compensation, Performance Management, Organizational...
Education
St. Joseph's University 2013 — 2015
M.S., Organizational Development and Leadership
University of Arizona
B.A., Political Science
Nemours July 2011 - Present
Genesis Physician Services March 2009 - June 2011
Genesis Healthcare Corporation April 2008 - March 2009
The Vanguard Group July 1994 - September 2004
Siemens (Formerly SMS) July 1987 - September 1994
Skills
Human Resources, Strategic Planning, Management, HRIS, Employee Relations, Employee Engagement, Employee Benefits, Talent Acquisition, Talent Management, Onboarding, Strategy, Benefits Administration, Deferred Compensation, Performance Management, Organizational...
Education
St. Joseph's University 2013 — 2015
M.S., Organizational Development and Leadership
University of Arizona
B.A., Political Science
Emily Hing's The Vanguard Group Experience 2009 - 2011
Job Plan Consultant at NFP Retirement
Industry Financial Services
Experience
NFP Retirement December 2011 - Present
NFP Retirement 2011 - Present
The Vanguard Group 2009 - 2011
The Vanguard Group 2008 - 2009
BlackRock 2007 - 2008
Allied International 2006 - 2006
ISU Hing and Insurance 1999 - 2004
Skills
Client Relationship..., Client Communication, Public Speaking, Retirement Planning, Legal Advice, Institutional Sales, Employee Benefits, Financial Services, Defined Contribution, Training, Retirement, Series 7, Mutual Funds, 401k, Investments, Securities, Investment Advisory, CRM, Series 63, Defined Benefit, ERISA, Asset Allocation, Financial Advisory, Portfolio Management, Investment Strategies, IRAs
Education
San Diego State University
Bachelors, Finance
San Diego State University-California State University
Finance, Financial Services
NFP Retirement December 2011 - Present
NFP Retirement 2011 - Present
The Vanguard Group 2009 - 2011
The Vanguard Group 2008 - 2009
BlackRock 2007 - 2008
Allied International 2006 - 2006
ISU Hing and Insurance 1999 - 2004
Skills
Client Relationship..., Client Communication, Public Speaking, Retirement Planning, Legal Advice, Institutional Sales, Employee Benefits, Financial Services, Defined Contribution, Training, Retirement, Series 7, Mutual Funds, 401k, Investments, Securities, Investment Advisory, CRM, Series 63, Defined Benefit, ERISA, Asset Allocation, Financial Advisory, Portfolio Management, Investment Strategies, IRAs
Education
San Diego State University
Bachelors, Finance
San Diego State University-California State University
Finance, Financial Services
Marc Villaflor, Jr. Marc Villaflor, Jr.'s The Vanguard Group Experience March 1998 - October 1998
Job Investment Advisor Representative at Ace Capital
Industry Financial Services
Experience
Ace Capital February 2013 - Present
SagePoint Financial July 2011 - January 2013
Paychex April 2009 - May 2011
American Funds December 2005 - April 2009
American Funds May 2002 - December 2005
American Funds December 2001 - May 2002
American Funds November 1998 - December 2001
The Vanguard Group March 1998 - October 1998
Dock Street Brewing Company 1996 - February 1998
Skills
Series 7, Series 66, Virginia Life and..., Mutual Funds, 401k, Retirement Planning, Investments, Retirement, Finance, Series 63, FINRA, Financial Services, Tactical Management
Education
Saint Joseph's University 1989 — 1996
BA, History
Saint Joseph's University 1989 — 1996
history, History
Ace Capital February 2013 - Present
SagePoint Financial July 2011 - January 2013
Paychex April 2009 - May 2011
American Funds December 2005 - April 2009
American Funds May 2002 - December 2005
American Funds December 2001 - May 2002
American Funds November 1998 - December 2001
The Vanguard Group March 1998 - October 1998
Dock Street Brewing Company 1996 - February 1998
Skills
Series 7, Series 66, Virginia Life and..., Mutual Funds, 401k, Retirement Planning, Investments, Retirement, Finance, Series 63, FINRA, Financial Services, Tactical Management
Education
Saint Joseph's University 1989 — 1996
BA, History
Saint Joseph's University 1989 — 1996
history, History
Bill Felice's The Vanguard Group Experience January 1999 - April 2004
Job Software Licensing Manager at Barclaycard
Industry Information Technology and Services
Experience
barclaycard September 2013 - Present
SunGard Availability Services March 2013 - September 2013
Procurian November 2012 - February 2013
SHI International Corp. May 2012 - October 2012
Temple University May 2006 - March 2012
Siemens Medical Solutions July 2004 - April 2006
The Vanguard Group January 1999 - April 2004
Primestar Partners 1996 - 1998
Primestar Partners 1994 - 1996
Defense Logistics Agency January 1983 - September 1991
Skills
Contract Negotiations, Strategic Sourcing, MS Project, Certified Purchasing..., Software Licensing, Cost Reduction, Vendor Management, Vendor Relations, Meeting Planning, ITAM - IT Asset..., SAM - Software Asset..., IT Sourcing, Software Sourcing, Microsoft Licensing, Oracle licensing, IBM Software Licensing, Adobe Licensing, Project Management, RFP, Software Procurement, Statements of Work, Negotiation of Software..., Negotiation of Master..., softtware license..., Virtualization, Software Licensing in..., Negotiation, Contract Negotiation, Leadership, Security, Visio, Management, Enterprise Software, Process Improvement, Strategy, Program Management, SDLC, IT Service Management, Databases, Procurement, Analysis, Outsourcing, IT Operations, Cloud Computing, Software Development, VMware, IT Management, Contract Management, Information Technology, Hardware
Education
Rosemont College 1999 — 2001
MS, Management
Widener University 1988 — 1991
BS, Management Information Systems
West Chester University of Pennsylvania 1978 — 1981
barclaycard September 2013 - Present
SunGard Availability Services March 2013 - September 2013
Procurian November 2012 - February 2013
SHI International Corp. May 2012 - October 2012
Temple University May 2006 - March 2012
Siemens Medical Solutions July 2004 - April 2006
The Vanguard Group January 1999 - April 2004
Primestar Partners 1996 - 1998
Primestar Partners 1994 - 1996
Defense Logistics Agency January 1983 - September 1991
Skills
Contract Negotiations, Strategic Sourcing, MS Project, Certified Purchasing..., Software Licensing, Cost Reduction, Vendor Management, Vendor Relations, Meeting Planning, ITAM - IT Asset..., SAM - Software Asset..., IT Sourcing, Software Sourcing, Microsoft Licensing, Oracle licensing, IBM Software Licensing, Adobe Licensing, Project Management, RFP, Software Procurement, Statements of Work, Negotiation of Software..., Negotiation of Master..., softtware license..., Virtualization, Software Licensing in..., Negotiation, Contract Negotiation, Leadership, Security, Visio, Management, Enterprise Software, Process Improvement, Strategy, Program Management, SDLC, IT Service Management, Databases, Procurement, Analysis, Outsourcing, IT Operations, Cloud Computing, Software Development, VMware, IT Management, Contract Management, Information Technology, Hardware
Education
Rosemont College 1999 — 2001
MS, Management
Widener University 1988 — 1991
BS, Management Information Systems
West Chester University of Pennsylvania 1978 — 1981
Lauren Kiernan Lauren Kiernan's The Vanguard Group Experience June 2011 - December 2013
Job Supervisor
Industry Financial Services
Experience
Vanguard December 2013 - Present
The Vanguard Group June 2011 - December 2013
Vanguard June 2010 - May 2011
Vanguard August 2008 - May 2010
SunGard Availability Services May 2007 - July 2008
Xelerate LLC October 2006 - July 2008
Skills
Investments, Series 7, Interviews, High Net Worth..., Series 63, Series 6, Retirement, Training, Relationship Management, Leadership, CRM
Education
Saint Bonaventure University 2002 — 2006
BA, Mass Communications
Henderson High School 1998 — 2002
High school diploma, Mass Communication/Media Studies
Vanguard December 2013 - Present
The Vanguard Group June 2011 - December 2013
Vanguard June 2010 - May 2011
Vanguard August 2008 - May 2010
SunGard Availability Services May 2007 - July 2008
Xelerate LLC October 2006 - July 2008
Skills
Investments, Series 7, Interviews, High Net Worth..., Series 63, Series 6, Retirement, Training, Relationship Management, Leadership, CRM
Education
Saint Bonaventure University 2002 — 2006
BA, Mass Communications
Henderson High School 1998 — 2002
High school diploma, Mass Communication/Media Studies
Ellen King Ellen King's The Vanguard Group Experience January 2008 - Present
Job Design Manager at The Vanguard Group
Industry Graphic Design
Experience
The Vanguard Group January 2008 - Present
The Vanguard Group December 2000 - January 2008
The Vanguard Group February 1999 - December 2000
The Vanguard Group April 1998 - February 1999
Evans & Sutherland September 1996 - September 1997
Self-employed 1989 - 1997
Royter Snow Design 1995 - 1996
Skills
User Experience, Interaction Design, Web Design, Graphic Design, User-centered Design, Storyboarding, Style Guides, Typography, Mentoring, Design Specifications, Infographics, Experience maps, Blogger, Social Media, Accessibilty, Accessibility, User Experience Design
Education
Weber State University 1979 — 1981
Business, Photography, Programming
Salt Lake Community College 1990 — 1995
Graphic Design
The Vanguard Group January 2008 - Present
The Vanguard Group December 2000 - January 2008
The Vanguard Group February 1999 - December 2000
The Vanguard Group April 1998 - February 1999
Evans & Sutherland September 1996 - September 1997
Self-employed 1989 - 1997
Royter Snow Design 1995 - 1996
Skills
User Experience, Interaction Design, Web Design, Graphic Design, User-centered Design, Storyboarding, Style Guides, Typography, Mentoring, Design Specifications, Infographics, Experience maps, Blogger, Social Media, Accessibilty, Accessibility, User Experience Design
Education
Weber State University 1979 — 1981
Business, Photography, Programming
Salt Lake Community College 1990 — 1995
Graphic Design
Chris Donegan's The Vanguard Group Experience May 1999 - May 2002
Job Talent Acquisition Manager at Aramark
Industry Telecommunications
Experience
Aramark November 2014 - Present
Comcast August 2012 - November 2014
Manpower July 2010 - August 2012
Society Hill Consulting April 2009 - July 2010
TalenTactics December 2007 - March 2009
Temple University November 2002 - 2007
The Vanguard Group May 1999 - May 2002
Skills
Talent Acquisition, Management, Recruiting, Technical Recruiting, CRM, Onboarding, Sourcing, Business Development, Medical Devices, Applicant Tracking..., Talent Management, College Recruiting, Internet Recruiting, Temporary Placement, Pharmaceutical Industry, Account Management, Networking, Leadership, Staffing Services, Executive Search, Temporary Staffing, Interviews, Salesforce.com, Team Building, Benefits Negotiation, Cold Calling, Contract Recruitment
Education
Saint Joseph's University 1994 — 1998
BS, Finance
Cardinal O'Hara 1990 — 1994
High School
Aramark November 2014 - Present
Comcast August 2012 - November 2014
Manpower July 2010 - August 2012
Society Hill Consulting April 2009 - July 2010
TalenTactics December 2007 - March 2009
Temple University November 2002 - 2007
The Vanguard Group May 1999 - May 2002
Skills
Talent Acquisition, Management, Recruiting, Technical Recruiting, CRM, Onboarding, Sourcing, Business Development, Medical Devices, Applicant Tracking..., Talent Management, College Recruiting, Internet Recruiting, Temporary Placement, Pharmaceutical Industry, Account Management, Networking, Leadership, Staffing Services, Executive Search, Temporary Staffing, Interviews, Salesforce.com, Team Building, Benefits Negotiation, Cold Calling, Contract Recruitment
Education
Saint Joseph's University 1994 — 1998
BS, Finance
Cardinal O'Hara 1990 — 1994
High School
Jeff Evanello,CLU,ChFC,RICP's The Vanguard Group Experience November 1998 - March 2008
Job Senior Director, Business Development for Cambridge Investment Research at Cambridge Investment Research, Inc.
Industry Financial Services
Experience
Cambridge Investment Research, Inc. November 2014 - Present
Cambridge Investment Research October 2011 - October 2014
Waddell & Reed August 2010 - October 2011
Evanello Enterprises, LLC May 2008 - October 2011
Source Capital Group August 2008 - August 2010
ProPlayer Fantasy Sports, LLC June 2009 - August 2009
The Vanguard Group November 1998 - March 2008
Vanguard 1998 - 2008
The Vanguard Group November 1998 - May 2003
Joseph Charles & Associates January 1998 - November 1998
Skills
FINRA Arbitration, Wholesaling, Sales Management, FINRA, Alternative Investments, ETFs, Business Planning, Series 7, Wealth Management, Series 63, Fixed Annuities, Mutual Funds, Financial Advisory, Wholesale, Strategic Financial..., Investments, Insurance, Strategy, Retirement Planning, New Business Development, Marketing, Financial Services, Securities, Portfolio Management, Finance, Investment Advisory, Life Insurance
Education
The American College 2013 — 2014
Retirement Income Certified Professional, Finance, General, Pass
Rutgers, The State University of New Jersey-New Brunswick 1982 — 1986
Bachelor of Arts, Economics
The American College 1991 — 1994
CLU, ChFC, Finance
Cambridge Investment Research, Inc. November 2014 - Present
Cambridge Investment Research October 2011 - October 2014
Waddell & Reed August 2010 - October 2011
Evanello Enterprises, LLC May 2008 - October 2011
Source Capital Group August 2008 - August 2010
ProPlayer Fantasy Sports, LLC June 2009 - August 2009
The Vanguard Group November 1998 - March 2008
Vanguard 1998 - 2008
The Vanguard Group November 1998 - May 2003
Joseph Charles & Associates January 1998 - November 1998
Skills
FINRA Arbitration, Wholesaling, Sales Management, FINRA, Alternative Investments, ETFs, Business Planning, Series 7, Wealth Management, Series 63, Fixed Annuities, Mutual Funds, Financial Advisory, Wholesale, Strategic Financial..., Investments, Insurance, Strategy, Retirement Planning, New Business Development, Marketing, Financial Services, Securities, Portfolio Management, Finance, Investment Advisory, Life Insurance
Education
The American College 2013 — 2014
Retirement Income Certified Professional, Finance, General, Pass
Rutgers, The State University of New Jersey-New Brunswick 1982 — 1986
Bachelor of Arts, Economics
The American College 1991 — 1994
CLU, ChFC, Finance
Greg Eads Greg Eads's The Vanguard Group Experience July 2009 - Present
Job Senior Manager, Retail Investment Services
Industry Financial Services
Experience
The Vanguard Group July 2009 - Present
The Vanguard Group March 2007 - June 2009
The Vanguard Group August 2006 - February 2007
The Vanguard Group May 1987 - July 2006
Skills
Series 7, Series 63, Series 24, Leadership, Business Analysis, Equities
Education
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2007
MBA, Finance and Financial Management Services
Shippensburg University of Pennsylvania
The Vanguard Group July 2009 - Present
The Vanguard Group March 2007 - June 2009
The Vanguard Group August 2006 - February 2007
The Vanguard Group May 1987 - July 2006
Skills
Series 7, Series 63, Series 24, Leadership, Business Analysis, Equities
Education
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2007
MBA, Finance and Financial Management Services
Shippensburg University of Pennsylvania
Michael Brascetta Michael Brascetta's The Vanguard Group Experience January 1982 - March 1996
Job Senior Vice President, ETF Operations at Citi
Industry Financial Services
Experience
Citi August 2010 - Present
Citi April 2008 - July 2010
Citi January 2007 - April 2008
OppenheimerFunds December 1997 - March 2000
BISYS Fund Services April 1996 - November 1997
The Vanguard Group January 1982 - March 1996
Skills
ETFs, Mutual Funds, Financial Services, Fund Accounting, Transfer Agency
Education
Rider University
Bachelor of Science, Finance
Saint Joseph's University
MBA, Administrative Management
Citi August 2010 - Present
Citi April 2008 - July 2010
Citi January 2007 - April 2008
OppenheimerFunds December 1997 - March 2000
BISYS Fund Services April 1996 - November 1997
The Vanguard Group January 1982 - March 1996
Skills
ETFs, Mutual Funds, Financial Services, Fund Accounting, Transfer Agency
Education
Rider University
Bachelor of Science, Finance
Saint Joseph's University
MBA, Administrative Management
Scott Hozey Scott Hozey's The Vanguard Group Experience November 1988 - February 1991
Job Director Medicaid Development & Implementations at TMG Health
Industry Information Technology and Services
Experience
TMG Health June 2011 - Present
McKesson Health Solutions January 2010 - March 2010
Lawn Doctor of Chester Springs February 2007 - December 2009
Siemens Healthcare 1991 - 2007
The Vanguard Group November 1988 - February 1991
Skills
Cross-functional Team..., SDLC
Education
Rutgers University – Camden 1981 — 1985
BA, Accounting/Comp Sci
TMG Health June 2011 - Present
McKesson Health Solutions January 2010 - March 2010
Lawn Doctor of Chester Springs February 2007 - December 2009
Siemens Healthcare 1991 - 2007
The Vanguard Group November 1988 - February 1991
Skills
Cross-functional Team..., SDLC
Education
Rutgers University – Camden 1981 — 1985
BA, Accounting/Comp Sci
james mcauliffe james mcauliffe's The Vanguard Group Experience August 2008 - Present
Job
Industry Financial Services
Experience
The Vanguard Group August 2008 - Present
Lehman Brothers June 1994 - March 2008
Skills
Series 7, Options, Trading Systems, Electronic Trading, Equity Trading, Series 63, Bloomberg, Fixed Income, Equities, Securities, ETFs, Hedge Funds, FINRA, Financial Markets, Trading, Series 24, Equity Derivatives, Alternative Investments, Proprietary Trading, Capital Markets, Prime Brokerage
Education
Rutgers University-New Brunswick 1989 — 1994
The Vanguard Group August 2008 - Present
Lehman Brothers June 1994 - March 2008
Skills
Series 7, Options, Trading Systems, Electronic Trading, Equity Trading, Series 63, Bloomberg, Fixed Income, Equities, Securities, ETFs, Hedge Funds, FINRA, Financial Markets, Trading, Series 24, Equity Derivatives, Alternative Investments, Proprietary Trading, Capital Markets, Prime Brokerage
Education
Rutgers University-New Brunswick 1989 — 1994
Jay Testa Jay Testa's The Vanguard Group Experience December 1989 - February 1995
Job Computer Systems Validation, Quality Technology Strategy
Industry Medical Devices
Experience
B. Braun Medical February 2014 - Present
Johnson & Johnson December 2012 - February 2014
Johnson & Johnson November 2010 - December 2012
Johnson & Johnson November 2008 - November 2010
Primavera Systems April 2005 - May 2007
Deloitte April 2001 - January 2002
PricewaterhouseCoopers, LLC October 1999 - April 2001
Sanofi October 1995 - October 1999
The Vanguard Group December 1989 - February 1995
Skills
SharePoint, CAPA, Change Management, Quality System, Visio, 21 CFR Part 11, Problem Solving, CRM, Process Improvement, Primavera P6, Consent Decree, MS Project, Project Management, Access, DMAIC, SOP development, Instructional Design, Instructor-led Training, On the Job Training, Excel, Computer System..., Spreadsheet Validation, 21 CFR Part 210, 21 CFR Part 211, 21 CFR Part 820, ICH Q7, ICH Q8, ICH Q9, ICH Q10, EU Medical Device..., SAP Implementation, Failure Analysis, Quality by Design, Cost of Quality, SOP, Pharmaceutical Industry
Education
Saint Joseph's University - Erivan K. Haub School of Business 1992 — 1995
MBA
The University of Scranton 1985 — 1989
BS
B. Braun Medical February 2014 - Present
Johnson & Johnson December 2012 - February 2014
Johnson & Johnson November 2010 - December 2012
Johnson & Johnson November 2008 - November 2010
Primavera Systems April 2005 - May 2007
Deloitte April 2001 - January 2002
PricewaterhouseCoopers, LLC October 1999 - April 2001
Sanofi October 1995 - October 1999
The Vanguard Group December 1989 - February 1995
Skills
SharePoint, CAPA, Change Management, Quality System, Visio, 21 CFR Part 11, Problem Solving, CRM, Process Improvement, Primavera P6, Consent Decree, MS Project, Project Management, Access, DMAIC, SOP development, Instructional Design, Instructor-led Training, On the Job Training, Excel, Computer System..., Spreadsheet Validation, 21 CFR Part 210, 21 CFR Part 211, 21 CFR Part 820, ICH Q7, ICH Q8, ICH Q9, ICH Q10, EU Medical Device..., SAP Implementation, Failure Analysis, Quality by Design, Cost of Quality, SOP, Pharmaceutical Industry
Education
Saint Joseph's University - Erivan K. Haub School of Business 1992 — 1995
MBA
The University of Scranton 1985 — 1989
BS
Cory Hippler Cory Hippler's The Vanguard Group Experience 1998 - 2003
Job Associate at Stradley Ronon
Industry Law Practice
Experience
Stradley Ronon Stevens & Young, LLP 2007 - Present
Buchanan Ingersoll 2006 - 2007
The Vanguard Group 1998 - 2003
Education
Rutgers University School of Law - Camden 2003 — 2006
Doctor of Law (J.D.)
University of Richmond 1994 — 1998
Bachelor of Science (B.S.)
Stradley Ronon Stevens & Young, LLP 2007 - Present
Buchanan Ingersoll 2006 - 2007
The Vanguard Group 1998 - 2003
Education
Rutgers University School of Law - Camden 2003 — 2006
Doctor of Law (J.D.)
University of Richmond 1994 — 1998
Bachelor of Science (B.S.)
Nancy Sooy's The Vanguard Group Experience April 1998 - October 1999
Job Seniorlevel Internal Communications Professional
Industry Hospitality
Experience
Aramark 2003 - Present
GailForce Communications 1999 - 2003
The Vanguard Group April 1998 - October 1999
Public Service Electric and Gas (PSE&G) 1986 - 1998
KYW Newsradio 1985 - 1986
Skills
Internal Communications, Employee Engagement, Executive Communications, Event Planning, Editing, Crisis Communications, Writing, Corporate Communications, Communications Strategy, Strategic Planning, Strategic Communications, Change Management, Communication Training, Event Management, Media Relations, Communications Planning, Public Relations, Marketing Communications, Newsletters, Leadership, Speech Writing, Press Releases, Project Management, Web Content Management, Social Media, Reputation Management, Copywriting
Education
Rowan University 1980 — 1984
Bachelors, Journalism
Cherry Hill High School West
Aramark 2003 - Present
GailForce Communications 1999 - 2003
The Vanguard Group April 1998 - October 1999
Public Service Electric and Gas (PSE&G) 1986 - 1998
KYW Newsradio 1985 - 1986
Skills
Internal Communications, Employee Engagement, Executive Communications, Event Planning, Editing, Crisis Communications, Writing, Corporate Communications, Communications Strategy, Strategic Planning, Strategic Communications, Change Management, Communication Training, Event Management, Media Relations, Communications Planning, Public Relations, Marketing Communications, Newsletters, Leadership, Speech Writing, Press Releases, Project Management, Web Content Management, Social Media, Reputation Management, Copywriting
Education
Rowan University 1980 — 1984
Bachelors, Journalism
Cherry Hill High School West
Tara McCawley Tara McCawley's The Vanguard Group Experience September 2008 - June 2010
Job Coporate Trainer at Vanguard
Industry Financial Services
Experience
Vanguard May 2012 - Present
Vanguard June 2010 - April 2012
The Vanguard Group September 2008 - June 2010
Skills
Series 63, Series 6, Mutual Funds, Asset Allocation, 401k, Retirement, Retirement Planning, High Net Worth..., Securities, Investments, FINRA, IRAs, 401k Rollovers, Series 7, CRM, Training, Financial Services
Education
Saint Joseph's University 2013 — 2015
Master of Business Administration (MBA)
Villanova University 2004 — 2008
Bachelor's of Science, Finance
Villa Maria Academy 2000 — 2004
Vanguard May 2012 - Present
Vanguard June 2010 - April 2012
The Vanguard Group September 2008 - June 2010
Skills
Series 63, Series 6, Mutual Funds, Asset Allocation, 401k, Retirement, Retirement Planning, High Net Worth..., Securities, Investments, FINRA, IRAs, 401k Rollovers, Series 7, CRM, Training, Financial Services
Education
Saint Joseph's University 2013 — 2015
Master of Business Administration (MBA)
Villanova University 2004 — 2008
Bachelor's of Science, Finance
Villa Maria Academy 2000 — 2004
Bill Leeper's The Vanguard Group Experience July 2006 - October 2007
Job Sr. Product Manager at Comcast Cable
Industry Information Technology and Services
Experience
Comcast Cable November 2014 - Present
Comcast Cable August 2012 - November 2014
Comcast Converged Products May 2011 - September 2012
Reliance Standard Life Insurance February 2008 - May 2011
MEDecision October 2007 - February 2008
The Vanguard Group July 2006 - October 2007
America Online May 2005 - August 2005
Skills
XML, AJAX, C++, MySQL, HTML, CSS, WYSIWYG layout tools, Microsoft SQL Server, Visual Basic, Java, Agile Methodologies, SQL, JavaScript, Perl, Eclipse, C#, SharePoint, Unix, Software Development, Databases
Education
Virginia Polytechnic Institute and State University 2002 — 2006
Bachelor of Science (B.S.), Computer Science
Saint Joseph's University 2007 — 2011
Master of Business Administration (MBA), Finance
Comcast Cable November 2014 - Present
Comcast Cable August 2012 - November 2014
Comcast Converged Products May 2011 - September 2012
Reliance Standard Life Insurance February 2008 - May 2011
MEDecision October 2007 - February 2008
The Vanguard Group July 2006 - October 2007
America Online May 2005 - August 2005
Skills
XML, AJAX, C++, MySQL, HTML, CSS, WYSIWYG layout tools, Microsoft SQL Server, Visual Basic, Java, Agile Methodologies, SQL, JavaScript, Perl, Eclipse, C#, SharePoint, Unix, Software Development, Databases
Education
Virginia Polytechnic Institute and State University 2002 — 2006
Bachelor of Science (B.S.), Computer Science
Saint Joseph's University 2007 — 2011
Master of Business Administration (MBA), Finance
Osha Fuangkasae Osha Fuangkasae's The Vanguard Group Experience May 2008 - July 2008
Job Software Developer (Global Systems) at Vanguard
Industry Computer Software
Experience
Vanguard June 2009 - Present
Rutgers University September 2008 - May 2009
PassionRiver Films December 2007 - August 2008
The Vanguard Group May 2008 - July 2008
Skills
jQuery, JavaScript, Spring, CSS, PHP, Agile Methodologies, Databases
Education
University of Illinois at Urbana-Champaign 2003 — 2007
BS, Computer Engineering
Rutgers University-New Brunswick
MS, Computer Engineering
Vanguard June 2009 - Present
Rutgers University September 2008 - May 2009
PassionRiver Films December 2007 - August 2008
The Vanguard Group May 2008 - July 2008
Skills
jQuery, JavaScript, Spring, CSS, PHP, Agile Methodologies, Databases
Education
University of Illinois at Urbana-Champaign 2003 — 2007
BS, Computer Engineering
Rutgers University-New Brunswick
MS, Computer Engineering
Sade C. van Wijk's The Vanguard Group Experience June 2011 - October 2014
Job Human Capital Consultant at Deloitte
Industry Management Consulting
Experience
Deloitte November 2014 - Present
National Association of Black Accountants (NABA) June 2012 - October 2014
The Vanguard Group June 2011 - October 2014
Caesars Entertainment Corporation January 2010 - August 2010
Rutgers University September 2009 - March 2010
Eagle Wealth Strategies June 2008 - August 2008
Macy's January 2008 - August 2008
UPC Netherlands B.V. Rotterdam, The Netherlands - June 2006 - December 2007
Skills
Financial Analysis, Finance, Microsoft Excel, Equities, Investments, Strategic Financial..., Portfolio Management, Access, Accounting, Financial Services, Financial Reporting, Data Analysis, Mutual Funds, Corporate Finance, Process Improvement, Business Analysis, Bloomberg, Analysis, Project Management, Project Planning, Project Coordination, Bloomberg Terminal, Minitab, BlackRock Aladdin, Software Procurement, Procurement, Documentum, GRC, Training, Management, Financial Modeling, Fixed Income, Strategy, Auditing, Economics, Leadership, Entrepreneurship, Business Strategy, Investment Management, Internal Audit, Recruiting, Securities, Teamwork, Time Management, Program Management, Relationship Management, Sales, Valuation, Banking, Financial Planning
Education
Rutgers, The State University of New Jersey-Camden 2009 — 2011
Bachelor, Finance, Minors: Economics and International entrepreneurship & strategy
Gloucester County College 2008 — 2009
A.S., Business Administration
Deloitte November 2014 - Present
National Association of Black Accountants (NABA) June 2012 - October 2014
The Vanguard Group June 2011 - October 2014
Caesars Entertainment Corporation January 2010 - August 2010
Rutgers University September 2009 - March 2010
Eagle Wealth Strategies June 2008 - August 2008
Macy's January 2008 - August 2008
UPC Netherlands B.V. Rotterdam, The Netherlands - June 2006 - December 2007
Skills
Financial Analysis, Finance, Microsoft Excel, Equities, Investments, Strategic Financial..., Portfolio Management, Access, Accounting, Financial Services, Financial Reporting, Data Analysis, Mutual Funds, Corporate Finance, Process Improvement, Business Analysis, Bloomberg, Analysis, Project Management, Project Planning, Project Coordination, Bloomberg Terminal, Minitab, BlackRock Aladdin, Software Procurement, Procurement, Documentum, GRC, Training, Management, Financial Modeling, Fixed Income, Strategy, Auditing, Economics, Leadership, Entrepreneurship, Business Strategy, Investment Management, Internal Audit, Recruiting, Securities, Teamwork, Time Management, Program Management, Relationship Management, Sales, Valuation, Banking, Financial Planning
Education
Rutgers, The State University of New Jersey-Camden 2009 — 2011
Bachelor, Finance, Minors: Economics and International entrepreneurship & strategy
Gloucester County College 2008 — 2009
A.S., Business Administration
Martin Schamis's The Vanguard Group Experience July 2009 - June 2012
Job Vice President / Head of Wealth Planning at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC October 2015 - Present
Vanguard July 2012 - September 2015
The Vanguard Group July 2009 - June 2012
Vanguard May 2006 - June 2009
Vanguard January 2004 - April 2006
Morgan Stanley January 2001 - December 2003
Skills
MBA Finance, Certified Financial..., Series 7, Series 24, Series 66, People Management, Business Management, Department Management, Team Management, Team Leadership, Cross-functional Team..., Budget Management, Financial Planning, Portfolio Management, Developing Client..., Customer Service, Account Management, Business Strategy, Call Center Development, Contact Center Design, Technology Planning, Technology Development, Forecast Modeling, Financial Forecasting, Forecasting, Statistical Modeling, Process Optimization, Talent Development, Talent Management, Talent Identification, Mentoring, Hiring, Interviewing, Training & Development, Operations Management, Multi-Site Operations, Strategic Financial..., Management, Personal Finance, ETFs, Budgets, Mutual Funds, Relationship Management, Series 63, Retirement Planning, Risk Management
Education
St. Joseph's University 2007 — 2010
MBA, Finance
University of Delaware 1990 — 1994
BA, Physics / Art
The American College
CFP, Certified Financial Planner
Janney Montgomery Scott LLC October 2015 - Present
Vanguard July 2012 - September 2015
The Vanguard Group July 2009 - June 2012
Vanguard May 2006 - June 2009
Vanguard January 2004 - April 2006
Morgan Stanley January 2001 - December 2003
Skills
MBA Finance, Certified Financial..., Series 7, Series 24, Series 66, People Management, Business Management, Department Management, Team Management, Team Leadership, Cross-functional Team..., Budget Management, Financial Planning, Portfolio Management, Developing Client..., Customer Service, Account Management, Business Strategy, Call Center Development, Contact Center Design, Technology Planning, Technology Development, Forecast Modeling, Financial Forecasting, Forecasting, Statistical Modeling, Process Optimization, Talent Development, Talent Management, Talent Identification, Mentoring, Hiring, Interviewing, Training & Development, Operations Management, Multi-Site Operations, Strategic Financial..., Management, Personal Finance, ETFs, Budgets, Mutual Funds, Relationship Management, Series 63, Retirement Planning, Risk Management
Education
St. Joseph's University 2007 — 2010
MBA, Finance
University of Delaware 1990 — 1994
BA, Physics / Art
The American College
CFP, Certified Financial Planner
Donna M. Cusano, M.S., Communications Management Donna M. Cusano, M.S., Communications Management's The Vanguard Group Experience 1998 - 2007
Job Seasoned, AwardWinning Marketing/Communications Executive
Industry Pharmaceuticals
Experience
Sanofi September 2014 - Present
Janssen, Pharmaceutical Companies of Johnson and Johnson August 2012 - September 2014
GlaxoSmithKline 2009 - 2012
Pfizer 2008 - 2009
Immaculata University and Rosemont College 2005 - 2008
The Vanguard Group 1998 - 2007
CitiStreet (Formerly The Copeland Companies) 1992 - 1998
Midlantic Banks, Inc. 1987 - 1992
United Counties Trust Company 1985 - 1987
New Jersey Monthly Magazine 1983 - 1985
Skills
Internal Communications, Strategic Communications, Product Marketing, Corporate Communications, Editorial Development, Writing, Product Launches, Marketing Communications, Community Relations, Executive Communications, Executive Coaching, College Teaching, Pharmaceuticals, Financial Services, Team Leadership, Leading Cross..., Staff Development, Change Management, Creative Services, Intranet Strategy, Vendor/Agency Management, Merger Communications, Communications..., Public Relations, Media Spokesperson, Strategic Public..., Communication Training, Product Launch, Cross-functional Team..., Pharmaceutical Industry, Strategy, Key Message Development, Strategic Planning, Social Media, Editorial, Program Management, Employee Engagement, Marketing, Communications Planning, Human Resources, Leadership, Media Relations, Training, Management, Business Strategy, Crisis Communications, Event Planning, Team Management, New Business Development, Marketing Strategy
Education
Rutgers University School of Continuing Studies
Public Relations Refresher Certificate--In progress
Rutgers Center for Management Development 2013 — 2013
Mini-MBA, Health Policy Excellence
Seton Hall University 2013 — 2013
Certificate in Non-Profit Governance, Communication and Media Studies
Rosemont College 2007 — 2008
Graduate Certificate, Women in Leadership, Organizational Leadership
Syracuse University 1996 — 1998
M.S., Communications Management
Seton Hall University 1979 — 1983
B.A., Communications
Frank H. Morrell High School
Sanofi September 2014 - Present
Janssen, Pharmaceutical Companies of Johnson and Johnson August 2012 - September 2014
GlaxoSmithKline 2009 - 2012
Pfizer 2008 - 2009
Immaculata University and Rosemont College 2005 - 2008
The Vanguard Group 1998 - 2007
CitiStreet (Formerly The Copeland Companies) 1992 - 1998
Midlantic Banks, Inc. 1987 - 1992
United Counties Trust Company 1985 - 1987
New Jersey Monthly Magazine 1983 - 1985
Skills
Internal Communications, Strategic Communications, Product Marketing, Corporate Communications, Editorial Development, Writing, Product Launches, Marketing Communications, Community Relations, Executive Communications, Executive Coaching, College Teaching, Pharmaceuticals, Financial Services, Team Leadership, Leading Cross..., Staff Development, Change Management, Creative Services, Intranet Strategy, Vendor/Agency Management, Merger Communications, Communications..., Public Relations, Media Spokesperson, Strategic Public..., Communication Training, Product Launch, Cross-functional Team..., Pharmaceutical Industry, Strategy, Key Message Development, Strategic Planning, Social Media, Editorial, Program Management, Employee Engagement, Marketing, Communications Planning, Human Resources, Leadership, Media Relations, Training, Management, Business Strategy, Crisis Communications, Event Planning, Team Management, New Business Development, Marketing Strategy
Education
Rutgers University School of Continuing Studies
Public Relations Refresher Certificate--In progress
Rutgers Center for Management Development 2013 — 2013
Mini-MBA, Health Policy Excellence
Seton Hall University 2013 — 2013
Certificate in Non-Profit Governance, Communication and Media Studies
Rosemont College 2007 — 2008
Graduate Certificate, Women in Leadership, Organizational Leadership
Syracuse University 1996 — 1998
M.S., Communications Management
Seton Hall University 1979 — 1983
B.A., Communications
Frank H. Morrell High School
Meg Drummond Ciesielka Meg Drummond Ciesielka's The Vanguard Group Experience May 2005 - Present
Job Marketing Campaign Strategist at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group May 2005 - Present
Fleet Bank December 2001 - March 2005
J.P. Morgan Chase & Co August 1991 - December 2001
Education
Saint Joseph's University 1987 — 1991
B.S., Finance, Mathematics
Villanova University
MBA, Marketing
The Vanguard Group May 2005 - Present
Fleet Bank December 2001 - March 2005
J.P. Morgan Chase & Co August 1991 - December 2001
Education
Saint Joseph's University 1987 — 1991
B.S., Finance, Mathematics
Villanova University
MBA, Marketing
Mary Ellen Russell Mary Ellen Russell's The Vanguard Group Experience 1995 - 1997
Job Chief Human Resources Officer at Genesee & Wyoming Inc.
Industry Transportation/Trucking/Railroad
Experience
Genesee & Wyoming Inc. June 2013 - Present
Genesee & Wyoming Inc. October 2012 - June 2013
RSR Partners July 2010 - October 2012
Korn Ferry October 2008 - March 2010
CMA CGM January 2006 - October 2008
Jevic Transportation 1998 - 2005
Corestates Capital Advisors 1997 - 1998
The Vanguard Group 1995 - 1997
Ahrensdorf & Associates Diversified Search 1990 - 1995
Skills
Executive Search, Employee Relations, Organizational..., Talent Acquisition, Human Resources, HRIS, Recruiting, Succession Planning, Budgets
Education
Rosemont College
BA, Organizational Development/Psychology
Genesee & Wyoming Inc. June 2013 - Present
Genesee & Wyoming Inc. October 2012 - June 2013
RSR Partners July 2010 - October 2012
Korn Ferry October 2008 - March 2010
CMA CGM January 2006 - October 2008
Jevic Transportation 1998 - 2005
Corestates Capital Advisors 1997 - 1998
The Vanguard Group 1995 - 1997
Ahrensdorf & Associates Diversified Search 1990 - 1995
Skills
Executive Search, Employee Relations, Organizational..., Talent Acquisition, Human Resources, HRIS, Recruiting, Succession Planning, Budgets
Education
Rosemont College
BA, Organizational Development/Psychology
Anand Mehta's The Vanguard Group Experience 1995 - 1999
Job Vice President, Swiss Re
Industry Information Technology and Services
Experience
Swiss Re May 2012 - Present
Collective Brands, Inc. September 2011 - May 2012
DST Systems January 2001 - September 2011
Employers Reinsurance Corp (now SwissRe) May 1999 - January 2001
The Vanguard Group 1995 - 1999
Skills
Business Analysis, Software Project..., Release Management, SDLC, Risk Management, Agile Methodologies, Governance, Integration, PMO, Process Engineering, Product Management, SOA, Scrum, Software Development, Microsoft SQL Server, Strategy, DB2, Vendor Management, XML
Education
Rockhurst University 2003 — 2007
MBA
University of Mumbai 1989 — 1993
B.E, Computer Engineering
Swiss Re May 2012 - Present
Collective Brands, Inc. September 2011 - May 2012
DST Systems January 2001 - September 2011
Employers Reinsurance Corp (now SwissRe) May 1999 - January 2001
The Vanguard Group 1995 - 1999
Skills
Business Analysis, Software Project..., Release Management, SDLC, Risk Management, Agile Methodologies, Governance, Integration, PMO, Process Engineering, Product Management, SOA, Scrum, Software Development, Microsoft SQL Server, Strategy, DB2, Vendor Management, XML
Education
Rockhurst University 2003 — 2007
MBA
University of Mumbai 1989 — 1993
B.E, Computer Engineering
Vincent Bloise Vincent Bloise's The Vanguard Group Experience February 2009 - Present
Job IT Manager at Vanguard
Industry Financial Services
Experience
The Vanguard Group February 2009 - Present
The Vanguard Group April 2000 - February 2009
Merrill Lynch June 1998 - April 2000
IBM July 1987 - June 1998
Skills
SDLC, Process Improvement, Business Analysis, Software Project..., Project Management, Agile Methodologies, Requirements Analysis, Management, Software Development, Leadership, Financial Services, trade order management, Global Trade Management, Charles River IMS, Alternative Trading..., Integration, AJAX, Requirements Gathering, Java Enterprise Edition, Web Development
Education
Rutgers, The State University of New Jersey-Camden 1984 — 1987
Bachelor of Arts (B.A.), Computer Science
The Vanguard Group February 2009 - Present
The Vanguard Group April 2000 - February 2009
Merrill Lynch June 1998 - April 2000
IBM July 1987 - June 1998
Skills
SDLC, Process Improvement, Business Analysis, Software Project..., Project Management, Agile Methodologies, Requirements Analysis, Management, Software Development, Leadership, Financial Services, trade order management, Global Trade Management, Charles River IMS, Alternative Trading..., Integration, AJAX, Requirements Gathering, Java Enterprise Edition, Web Development
Education
Rutgers, The State University of New Jersey-Camden 1984 — 1987
Bachelor of Arts (B.A.), Computer Science
Kenneth Cooper, CISA Kenneth Cooper, CISA's The Vanguard Group Experience August 2010 - June 2013
Job Senior Risk Manager at The Vanguard Group
Industry Financial Services
Experience
Vanguard June 2013 - Present
The Vanguard Group August 2010 - June 2013
Vanguard January 2009 - August 2010
The Vanguard Group February 2004 - January 2009
Citigroup December 1997 - February 2004
Dow Jones April 1994 - December 1997
Germantown Saving Bank February 1987 - April 1994
Skills
Risk Management, Disaster Recovery, IT Audit, SDLC, Auditing, Business Analysis, Enterprise Risk..., Financial Risk, Information Technology, IT Risk Management, IT Management, Financial Services, Business Continuity
Education
Saint Joseph's University 1991 — 1995
Bachelor of Science (BS), Management Information Systems
Vanguard June 2013 - Present
The Vanguard Group August 2010 - June 2013
Vanguard January 2009 - August 2010
The Vanguard Group February 2004 - January 2009
Citigroup December 1997 - February 2004
Dow Jones April 1994 - December 1997
Germantown Saving Bank February 1987 - April 1994
Skills
Risk Management, Disaster Recovery, IT Audit, SDLC, Auditing, Business Analysis, Enterprise Risk..., Financial Risk, Information Technology, IT Risk Management, IT Management, Financial Services, Business Continuity
Education
Saint Joseph's University 1991 — 1995
Bachelor of Science (BS), Management Information Systems
Joseph Psiuk Joseph Psiuk's The Vanguard Group Experience September 2000 - August 2004
Job Owner, InnerView Ultrasound
Industry Consumer Electronics
Experience
InnerView Ultrasound April 2004 - Present
The Vanguard Group September 2000 - August 2004
The Vanguard Group July 1997 - September 2000
SmithKline Beecham October 1995 - July 1997
IMI Systems, Inc. September 1996 - June 1997
DuPont February 1995 - October 1995
Skills
Online Advertising, Strategic Planning, Project Management, Customer Service, Email Marketing, Social Media, Social Media Marketing, Microsoft Office, Competitive Analysis, Program Management, Video, New Business Development, Team Building, Public Speaking, Marketing, Troubleshooting, Networking, Management
Education
Rutgers University - College of Engineering 1987 — 1992
Bachelor of Science (EE/CE), Electrical Engineering / Computer Engineering
InnerView Ultrasound April 2004 - Present
The Vanguard Group September 2000 - August 2004
The Vanguard Group July 1997 - September 2000
SmithKline Beecham October 1995 - July 1997
IMI Systems, Inc. September 1996 - June 1997
DuPont February 1995 - October 1995
Skills
Online Advertising, Strategic Planning, Project Management, Customer Service, Email Marketing, Social Media, Social Media Marketing, Microsoft Office, Competitive Analysis, Program Management, Video, New Business Development, Team Building, Public Speaking, Marketing, Troubleshooting, Networking, Management
Education
Rutgers University - College of Engineering 1987 — 1992
Bachelor of Science (EE/CE), Electrical Engineering / Computer Engineering
Eileen Shuter Eileen Shuter's The Vanguard Group Experience October 1999 - Present
Job IT Line Manager, Vanguard Group
Industry Financial Services
Experience
The Vanguard Group October 1999 - Present
Immaculata University August 2012 - Present
The Vanguard Group October 1996 - June 1999
Dupont January 1996 - September 1996
Pennsylvania Hospital January 1995 - December 1995
Core States Bank January 1994 - December 1994
DuPont October 1992 - December 1993
Primier Ltd January 1991 - August 1992
DuPont August 1988 - December 1990
Skills
Kanban, COBOL, Mainframe, Unix, Data Analysis, Process Improvement, Agile Methodologies, IT Strategy, Java, Databases, Leadership, Oracle, Program Management, Project Management, Requirements Analysis, SDLC, SQL, Scrum, Software Documentation, Software Project..., Change Management, DB2, Data Modeling, Business Analysis, Agile Project Management
Education
Saint Joseph's University - Erivan K. Haub School of Business 2007 — 2011
MBA, Business Intelligence
West Virginia University
BS, Computer Science
The Vanguard Group October 1999 - Present
Immaculata University August 2012 - Present
The Vanguard Group October 1996 - June 1999
Dupont January 1996 - September 1996
Pennsylvania Hospital January 1995 - December 1995
Core States Bank January 1994 - December 1994
DuPont October 1992 - December 1993
Primier Ltd January 1991 - August 1992
DuPont August 1988 - December 1990
Skills
Kanban, COBOL, Mainframe, Unix, Data Analysis, Process Improvement, Agile Methodologies, IT Strategy, Java, Databases, Leadership, Oracle, Program Management, Project Management, Requirements Analysis, SDLC, SQL, Scrum, Software Documentation, Software Project..., Change Management, DB2, Data Modeling, Business Analysis, Agile Project Management
Education
Saint Joseph's University - Erivan K. Haub School of Business 2007 — 2011
MBA, Business Intelligence
West Virginia University
BS, Computer Science
Dean Brewington, CLU, ChFC Dean Brewington, CLU, ChFC's The Vanguard Group Experience November 1996 - September 2000
Job Financial Services Sales Professional
Industry Financial Services
Experience
PNC May 2015 - Present
JPMorgan Chase July 2013 - February 2014
Lincoln Financial Advisors July 2008 - May 2013
State Farm Insurance September 2002 - March 2008
Brinker Capital September 2000 - July 2002
The Vanguard Group November 1996 - September 2000
Skills
Leadership, Customer Service
Education
Salisbury University - Perdue School of Business 1992 — 1996
BS, Marketing
Delran High School 1988 — 1992
PNC May 2015 - Present
JPMorgan Chase July 2013 - February 2014
Lincoln Financial Advisors July 2008 - May 2013
State Farm Insurance September 2002 - March 2008
Brinker Capital September 2000 - July 2002
The Vanguard Group November 1996 - September 2000
Skills
Leadership, Customer Service
Education
Salisbury University - Perdue School of Business 1992 — 1996
BS, Marketing
Delran High School 1988 — 1992
Travis Edleman Travis Edleman's The Vanguard Group Experience December 2002 - November 2003
Job Realtor and Real Estate Investor
Industry Real Estate
Experience
Springer Realty Group June 2012 - Present
Emeritus Properties January 2008 - Present
SEI April 2007 - December 2008
SEI April 2004 - December 2007
SEI 2004 - 2007
The Vanguard Group December 2002 - November 2003
Skills
Finding, Evaluating,..., Investments, Series 7, Mutual Funds, ETFs, Asset Managment, Series 63, Investment Advisory, Wealth Management, Asset Allocation, Investment Strategies, Alternative Investments, Portfolio Management, Strategic Financial..., Securities, Separately Managed..., Real Estate, Banking, Retirement Planning, Real Estate Transactions, Investment Properties, Financial Advisory, Selling, Investment Management, Finance, Asset Management, Sales
Education
Saint Joseph's University 2005 — 2007
M.B.A, Concentration in Finance
West Virginia University 1999 — 2001
B.S., Economics
Springer Realty Group June 2012 - Present
Emeritus Properties January 2008 - Present
SEI April 2007 - December 2008
SEI April 2004 - December 2007
SEI 2004 - 2007
The Vanguard Group December 2002 - November 2003
Skills
Finding, Evaluating,..., Investments, Series 7, Mutual Funds, ETFs, Asset Managment, Series 63, Investment Advisory, Wealth Management, Asset Allocation, Investment Strategies, Alternative Investments, Portfolio Management, Strategic Financial..., Securities, Separately Managed..., Real Estate, Banking, Retirement Planning, Real Estate Transactions, Investment Properties, Financial Advisory, Selling, Investment Management, Finance, Asset Management, Sales
Education
Saint Joseph's University 2005 — 2007
M.B.A, Concentration in Finance
West Virginia University 1999 — 2001
B.S., Economics
Rachel Fonorow Rachel Fonorow's The Vanguard Group Experience 2007 - 2009
Job Analyst
Industry Real Estate
Experience
Lukens & Wolf May 2011 - February 2015
Kelly Services 2010 - 2011
The Vanguard Group 2007 - 2009
Canon Technology Solutions 2006 - 2007
Chrysler Financial 2004 - 2006
Skills
Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Leadership, Public Speaking, Sales, Social Media, Research
Education
Villanova University 2009 — 2009
Certificate, Paralegal
Saint Joseph's University 2000 — 2004
Bachelor's Degree, Business, Marketing
Lukens & Wolf May 2011 - February 2015
Kelly Services 2010 - 2011
The Vanguard Group 2007 - 2009
Canon Technology Solutions 2006 - 2007
Chrysler Financial 2004 - 2006
Skills
Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, PowerPoint, Leadership, Public Speaking, Sales, Social Media, Research
Education
Villanova University 2009 — 2009
Certificate, Paralegal
Saint Joseph's University 2000 — 2004
Bachelor's Degree, Business, Marketing
Jonathan Heil Jonathan Heil's The Vanguard Group Experience January 2002 - Present
Job Senior Manager at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group January 2002 - Present
Vanguard 1998 - 2002
Vanguard 1992 - 1998
Education
Vanguard Group 2002 — 2003
Black Belt, Six Sigma
Saint Joseph's University 1992 — 1997
MBA, Information Technology
Villanova University 1987 — 1991
BSBA, Finance, Political Science
Devon Prep 1984 — 1987
The Vanguard Group January 2002 - Present
Vanguard 1998 - 2002
Vanguard 1992 - 1998
Education
Vanguard Group 2002 — 2003
Black Belt, Six Sigma
Saint Joseph's University 1992 — 1997
MBA, Information Technology
Villanova University 1987 — 1991
BSBA, Finance, Political Science
Devon Prep 1984 — 1987
Sondra McVeigh Sondra McVeigh's The Vanguard Group Experience October 1997 - Present
Job Senior Manager at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group October 1997 - Present
Skills
401k, Investments, Leadership, Process Improvement, Project Management, Relationship Management, Risk Management, Series 63, Finance, Social Media, Mutual Funds, Strategic Financial..., Employee Benefits, Financial Services, Strategic Planning, Financial Planning, Management
Education
Saint Joseph's University - Erivan K. Haub School of Business 2008 — 2012
Master of Business Administration, Managing Human Capital
West Chester University of Pennsylvania 1992 — 1996
Bachelor of Science, Education
The Vanguard Group October 1997 - Present
Skills
401k, Investments, Leadership, Process Improvement, Project Management, Relationship Management, Risk Management, Series 63, Finance, Social Media, Mutual Funds, Strategic Financial..., Employee Benefits, Financial Services, Strategic Planning, Financial Planning, Management
Education
Saint Joseph's University - Erivan K. Haub School of Business 2008 — 2012
Master of Business Administration, Managing Human Capital
West Chester University of Pennsylvania 1992 — 1996
Bachelor of Science, Education
Oana Ladar Oana Ladar's The Vanguard Group Experience August 2005 - September 2007
Job Change Analyst at Vanguard
Industry Financial Services
Experience
Vanguard March 2015 - Present
Vanguard August 2007 - February 2015
The Vanguard Group August 2005 - September 2007
Florin Ladar Orthodontic Lab 2000 - 2005
Harte-Hanks Direct Marketing 1999 - 2000
Harte-Hanks Direct Marketing 1998 - 1998
Skills
Instructional Design, Project Management, Performance Consulting, MBA, Client Relationship..., Change Management
Education
Saint Joseph's University - Erivan K. Haub School of Business 2007 — 2009
MBA, Management
Temple University - Fox School of Business and Management 1998 — 2005
Bachelor, Finance
North Penn High School 1995 — 1996
Liceul Ion Creanga 1992 — 1995
Vanguard March 2015 - Present
Vanguard August 2007 - February 2015
The Vanguard Group August 2005 - September 2007
Florin Ladar Orthodontic Lab 2000 - 2005
Harte-Hanks Direct Marketing 1999 - 2000
Harte-Hanks Direct Marketing 1998 - 1998
Skills
Instructional Design, Project Management, Performance Consulting, MBA, Client Relationship..., Change Management
Education
Saint Joseph's University - Erivan K. Haub School of Business 2007 — 2009
MBA, Management
Temple University - Fox School of Business and Management 1998 — 2005
Bachelor, Finance
North Penn High School 1995 — 1996
Liceul Ion Creanga 1992 — 1995
La-Tisha Alston La-Tisha Alston's The Vanguard Group Experience March 2009 - Present
Job
Industry Financial Services
Experience
Vanguard June 2011 - Present
The Vanguard Group March 2009 - Present
Vanguard January 2008 - March 2009
The Vanguard Group October 2004 - January 2008
Skills
Analysis, Leadership, Mutual Funds, Management, Time Management
Education
Rider University 1992 — 1997
Bachelor of Science, Political Science
Central High School 1988 — 1992
Vanguard June 2011 - Present
The Vanguard Group March 2009 - Present
Vanguard January 2008 - March 2009
The Vanguard Group October 2004 - January 2008
Skills
Analysis, Leadership, Mutual Funds, Management, Time Management
Education
Rider University 1992 — 1997
Bachelor of Science, Political Science
Central High School 1988 — 1992
Randy Freid Randy Freid's The Vanguard Group Experience June 1998 - February 2001
Job
Industry Information Technology and Services
Experience
Fidelity National Information Services September 2002 - November 2012
Advanced Telecom March 2001 - September 2002
The Vanguard Group June 1998 - February 2001
The PMA Group July 1996 - May 1998
Rhone-Poulenc Rorer December 1994 - July 1996
Wyeth Pharmaceuticals May 1991 - December 1994
Unisys 1988 - 1991
Skills
Mobile Internet, Software Development, Pay For Performance, Search Advertising, SEO, SEM, Web Design, Web Development, Web Applications, Mobile Marketing, Mobile Design, Software Engineering, Software Project..., Social Media Marketing, PPC Bid Management, PPC, Project Management, Software Solution..., Agile Methodolgy, Agile Web Development, E-commerce SEO, Vendor Management, Vendor Relationships, SMO, Website Development, VB.NET, Google Adwords, Marketing, Web Services, CRM, Web Analytics, Visual Basic, E-commerce, Agile Project Management, Scrum, jQuery, Program Management, Agile Methodologies, Management, Strategic Planning, New Business Development, Leadership, Customer Service, Marketing Strategy, Online Marketing, SDLC, Team Building, Entrepreneurship, Sales, Account Management
Education
Saint Joseph's University 1992 — 1996
MBA, Computer Science
Temple University 1983 — 1986
Bachelors Degree, Business and Computer Science
Fidelity National Information Services September 2002 - November 2012
Advanced Telecom March 2001 - September 2002
The Vanguard Group June 1998 - February 2001
The PMA Group July 1996 - May 1998
Rhone-Poulenc Rorer December 1994 - July 1996
Wyeth Pharmaceuticals May 1991 - December 1994
Unisys 1988 - 1991
Skills
Mobile Internet, Software Development, Pay For Performance, Search Advertising, SEO, SEM, Web Design, Web Development, Web Applications, Mobile Marketing, Mobile Design, Software Engineering, Software Project..., Social Media Marketing, PPC Bid Management, PPC, Project Management, Software Solution..., Agile Methodolgy, Agile Web Development, E-commerce SEO, Vendor Management, Vendor Relationships, SMO, Website Development, VB.NET, Google Adwords, Marketing, Web Services, CRM, Web Analytics, Visual Basic, E-commerce, Agile Project Management, Scrum, jQuery, Program Management, Agile Methodologies, Management, Strategic Planning, New Business Development, Leadership, Customer Service, Marketing Strategy, Online Marketing, SDLC, Team Building, Entrepreneurship, Sales, Account Management
Education
Saint Joseph's University 1992 — 1996
MBA, Computer Science
Temple University 1983 — 1986
Bachelors Degree, Business and Computer Science
Kumar Jagdeo II Kumar Jagdeo II's The Vanguard Group Experience March 2011 - May 2012
Job Regional Vice President at Nationwide Financial
Industry Investment Management
Experience
Nationwide Financial November 2012 - Present
The Vanguard Group March 2011 - May 2012
AllianceBernstein January 2001 - December 2010
AllianceBernstein September 1998 - January 2001
Skills
Investments, Fixed Income, Wealth Management, 529 Plans, Financial Advisory, Sales, Pensions, Separately Managed..., Series 7, Series 63, Mutual Funds, Relationship Management, etfs, ETFs, Alternative Investments, Asset Management, Investment Management, Portfolio Management
Education
University of Pennsylvania - The Wharton School 2005 — 2006
CIMA, Finance
Rider University 1999 — 2001
MBA, Finance
Richard Stockton College of New Jersey 1993 — 1997
BA, Marketing
Nationwide Financial November 2012 - Present
The Vanguard Group March 2011 - May 2012
AllianceBernstein January 2001 - December 2010
AllianceBernstein September 1998 - January 2001
Skills
Investments, Fixed Income, Wealth Management, 529 Plans, Financial Advisory, Sales, Pensions, Separately Managed..., Series 7, Series 63, Mutual Funds, Relationship Management, etfs, ETFs, Alternative Investments, Asset Management, Investment Management, Portfolio Management
Education
University of Pennsylvania - The Wharton School 2005 — 2006
CIMA, Finance
Rider University 1999 — 2001
MBA, Finance
Richard Stockton College of New Jersey 1993 — 1997
BA, Marketing
Beth Farnesi's The Vanguard Group Experience October 2003 - October 2004
Job Director, Revenue Assurance at Sungard Availability Services
Industry Financial Services
Experience
Sungard Availability Services November 2014 - Present
Sungard Availability Services July 2010 - November 2014
PMSI Settlement Solutions October 2009 - July 2010
Morgan Stanley Investment Management October 2004 - July 2009
The Vanguard Group October 2003 - October 2004
Ocean Mortgage October 2002 - September 2003
Dimensional Insurance Agency March 1998 - October 2002
Skills
Strategy, Management, Forecasting, Leadership, Analysis, Budgets, Disaster Recovery, Project Management, SDLC, Data Center, Product Management, CRM, Business Continuity, Bloomberg, IT Management, SharePoint, Cloud Computing, Team Leadership, Account Management, Cross-functional Team...
Education
San Diego State University-California State University 1999 — 2003
Bachelors, Economics
Kapaa High School 1992 — 1996
Sungard Availability Services November 2014 - Present
Sungard Availability Services July 2010 - November 2014
PMSI Settlement Solutions October 2009 - July 2010
Morgan Stanley Investment Management October 2004 - July 2009
The Vanguard Group October 2003 - October 2004
Ocean Mortgage October 2002 - September 2003
Dimensional Insurance Agency March 1998 - October 2002
Skills
Strategy, Management, Forecasting, Leadership, Analysis, Budgets, Disaster Recovery, Project Management, SDLC, Data Center, Product Management, CRM, Business Continuity, Bloomberg, IT Management, SharePoint, Cloud Computing, Team Leadership, Account Management, Cross-functional Team...
Education
San Diego State University-California State University 1999 — 2003
Bachelors, Economics
Kapaa High School 1992 — 1996
Deron Johnson, MBA, CISA's The Vanguard Group Experience July 2001 - July 2003
Job
Industry Financial Services
Experience
Paychex August 2014 - Present
Paychex October 2010 - August 2014
PricewaterhouseCoopers August 2008 - November 2010
Pricewaterhousecoopers November 2005 - August 2008
Constellation Brands February 2005 - November 2005
PricewaterhouseCoopers July 2003 - February 2005
The Vanguard Group July 2001 - July 2003
Institute for Eye Research November 2000 - February 2001
Skills
Sarbanes-Oxley Act, IT Audit, Internal Controls, Auditing, Process Improvement, CISA, COBIT, Big 4, Budgets, External Audit, SOX, Compliance, Team Leadership, SSAE 16, IT Governance, IT Management, Emotional Intelligence, HIPAA, Payroll Processing, Operations, Cross-functional Team..., Security Audits, Budget Oversight, Project Planning, Application Management, Customer Experience, MBA, Cloud Computing, Penetration Testing, Data Analytics, Tableau, Big Data, Risk Analytics, SAS70, Governance, Risk Management, Financial Analysis, Management, Internal Audit
Education
Saint John Fisher College 2006 — 2012
MBA
Rochester Institute of Technology 1997 — 2001
BS
Paychex August 2014 - Present
Paychex October 2010 - August 2014
PricewaterhouseCoopers August 2008 - November 2010
Pricewaterhousecoopers November 2005 - August 2008
Constellation Brands February 2005 - November 2005
PricewaterhouseCoopers July 2003 - February 2005
The Vanguard Group July 2001 - July 2003
Institute for Eye Research November 2000 - February 2001
Skills
Sarbanes-Oxley Act, IT Audit, Internal Controls, Auditing, Process Improvement, CISA, COBIT, Big 4, Budgets, External Audit, SOX, Compliance, Team Leadership, SSAE 16, IT Governance, IT Management, Emotional Intelligence, HIPAA, Payroll Processing, Operations, Cross-functional Team..., Security Audits, Budget Oversight, Project Planning, Application Management, Customer Experience, MBA, Cloud Computing, Penetration Testing, Data Analytics, Tableau, Big Data, Risk Analytics, SAS70, Governance, Risk Management, Financial Analysis, Management, Internal Audit
Education
Saint John Fisher College 2006 — 2012
MBA
Rochester Institute of Technology 1997 — 2001
BS
Ruby Roscioli's The Vanguard Group Experience January 2008 - October 2011
Job
Industry Financial Services
Experience
Vanguard October 2014 - Present
Vanguard November 2011 - Present
The Vanguard Group January 2008 - October 2011
Vanguard October 2003 - December 2007
Vanguard September 1999 - September 2003
Skills
Series 63, Financial Services, Team Management, CRM, Series 7, Relationship Management, Marketing, Interactive Advertising, Mobile Advertising, Search Advertising
Education
Saint Joseph's University - Erivan K. Haub School of Business 2005 — 2007
Masters, MBA
Saint Joseph's University 2004 — 2007
Masters, Business Administration and Management, General
Rutgers University-New Brunswick 1994 — 1998
Bachelors, Economics
Vanguard October 2014 - Present
Vanguard November 2011 - Present
The Vanguard Group January 2008 - October 2011
Vanguard October 2003 - December 2007
Vanguard September 1999 - September 2003
Skills
Series 63, Financial Services, Team Management, CRM, Series 7, Relationship Management, Marketing, Interactive Advertising, Mobile Advertising, Search Advertising
Education
Saint Joseph's University - Erivan K. Haub School of Business 2005 — 2007
Masters, MBA
Saint Joseph's University 2004 — 2007
Masters, Business Administration and Management, General
Rutgers University-New Brunswick 1994 — 1998
Bachelors, Economics
Jim Fisher, MBA's The Vanguard Group Experience 1997 - 1998
Job Managing Director, Sr. Investment Advisor and Team Leader at Wilmington Trust
Industry Investment Management
Experience
Wilmington Trust December 2006 - Present
Univest Corp 2001 - 2006
Merrill Lynch 1998 - 2001
The Vanguard Group 1997 - 1998
U.S. Army 1986 - 1997
Skills
Fixed Income, Equities, Investments, Pension and Endowment..., Portfolio Management, Risk Management, Financial Analysis, Asset Managment, Investment Management, Strategic Financial..., Insurance, Mutual Funds, Wealth Management, Financial Modeling, Mergers, Investment Advisory, Real Estate, Credit, Financial Services, Loans, Securities, Asset Allocation, Strategic Planning, Finance, Asset Management, Series 7, Alternative Investments
Education
Saint Joseph's University - Erivan K. Haub School of Business 2008 — 2010
MBA, Finance
Ursinus College 2005 — 2007
BBA, Finance
University of Maryland University College
AA, Business
Wilmington Trust December 2006 - Present
Univest Corp 2001 - 2006
Merrill Lynch 1998 - 2001
The Vanguard Group 1997 - 1998
U.S. Army 1986 - 1997
Skills
Fixed Income, Equities, Investments, Pension and Endowment..., Portfolio Management, Risk Management, Financial Analysis, Asset Managment, Investment Management, Strategic Financial..., Insurance, Mutual Funds, Wealth Management, Financial Modeling, Mergers, Investment Advisory, Real Estate, Credit, Financial Services, Loans, Securities, Asset Allocation, Strategic Planning, Finance, Asset Management, Series 7, Alternative Investments
Education
Saint Joseph's University - Erivan K. Haub School of Business 2008 — 2010
MBA, Finance
Ursinus College 2005 — 2007
BBA, Finance
University of Maryland University College
AA, Business
Ina April Connors's The Vanguard Group Experience March 2007 - April 2012
Job Senior Corporate Accountant at The Vanguard Group
Industry Financial Services
Experience
Vanguard April 2012 - Present
Vanguard May 2014 - August 2014
The Vanguard Group March 2007 - April 2012
The Vanguard Group August 2005 - March 2007
Ernst & Young, LLP. 2003 - 2005
Skills
Financial Analysis, Accounting, Management, Benefits Administration, Payroll, Auditing, HRIS, Employee Benefits, 401k, Customer Service, PeopleSoft, Finance, Employee Relations, Financial Reporting
Education
Saint Joseph's University 1999 — 2003
Vanguard April 2012 - Present
Vanguard May 2014 - August 2014
The Vanguard Group March 2007 - April 2012
The Vanguard Group August 2005 - March 2007
Ernst & Young, LLP. 2003 - 2005
Skills
Financial Analysis, Accounting, Management, Benefits Administration, Payroll, Auditing, HRIS, Employee Benefits, 401k, Customer Service, PeopleSoft, Finance, Employee Relations, Financial Reporting
Education
Saint Joseph's University 1999 — 2003
Jake Malarz's The Vanguard Group Experience July 2008 - March 2010
Job Senior Information Systems Engineer at Vanguard
Industry Information Technology and Services
Experience
Vanguard May 2014 - Present
Vanguard March 2010 - May 2014
The Vanguard Group July 2008 - March 2010
Rochester Institute of Technology June 2004 - May 2005
Marcellin College January 1999 - March 2000
Skills
Agile Methodologies, Software Development, Web Analytics, Adobe Analytics, Ad Hoc Reporting, Test Driven Development, Node.js, JavaScript, Java, AngularJS, Facelets, AJAX, JSP, JSF, HTML5, CSS, MEAN Stack, MongoDB, YUI, jQuery, Github, REST, SOFEA, Subversion, GruntJS, Reactive Programming, SQL, Webstorm, Eclipse, Windows, DHCP, DNS, Networking, Visio, Photoshop, Dreamweaver
Education
Rochester Institute of Technology 2007 — 2008
MBA, Finance, Leadership and Management
Rochester Institute of Technology 2003 — 2007
B.S., Information Technology
Vanguard May 2014 - Present
Vanguard March 2010 - May 2014
The Vanguard Group July 2008 - March 2010
Rochester Institute of Technology June 2004 - May 2005
Marcellin College January 1999 - March 2000
Skills
Agile Methodologies, Software Development, Web Analytics, Adobe Analytics, Ad Hoc Reporting, Test Driven Development, Node.js, JavaScript, Java, AngularJS, Facelets, AJAX, JSP, JSF, HTML5, CSS, MEAN Stack, MongoDB, YUI, jQuery, Github, REST, SOFEA, Subversion, GruntJS, Reactive Programming, SQL, Webstorm, Eclipse, Windows, DHCP, DNS, Networking, Visio, Photoshop, Dreamweaver
Education
Rochester Institute of Technology 2007 — 2008
MBA, Finance, Leadership and Management
Rochester Institute of Technology 2003 — 2007
B.S., Information Technology
Noni Robinson, CIMA®'s The Vanguard Group Experience June 2009 - April 2012
Job Principal at Vanguard
Industry Financial Services
Experience
Vanguard January 2015 - Present
Vanguard April 2012 - Present
The Vanguard Group June 2009 - April 2012
The Vanguard Group October 2007 - June 2009
The Vanguard Group May 2004 - October 2007
The Vanguard Group January 2003 - May 2004
The Vanguard Group January 2001 - January 2003
Education
Saint Joseph's University - Erivan K. Haub School of Business 2001 — 2003
MBA, Finance
Temple University
BA, Communications
Vanguard January 2015 - Present
Vanguard April 2012 - Present
The Vanguard Group June 2009 - April 2012
The Vanguard Group October 2007 - June 2009
The Vanguard Group May 2004 - October 2007
The Vanguard Group January 2003 - May 2004
The Vanguard Group January 2001 - January 2003
Education
Saint Joseph's University - Erivan K. Haub School of Business 2001 — 2003
MBA, Finance
Temple University
BA, Communications
Lauren Valente's The Vanguard Group Experience February 2008 - September 2009
Job Principal at Vanguard
Industry Financial Services
Experience
Vanguard March 2014 - Present
Vanguard April 2011 - February 2014
Vanguard September 2009 - March 2011
The Vanguard Group February 2008 - September 2009
The Vanguard Group January 2007 - February 2008
The Vanguard Group June 2005 - January 2007
The Vanguard Group May 2004 - June 2005
The Vanguard Group July 2003 - May 2004
Education
Villanova University 2006 — 2009
MBA
Saint Joseph's University 1999 — 2003
Bachelor of Science, Information Systems
Saint Joseph's University - Erivan K. Haub School of Business 1999 — 2003
Vanguard March 2014 - Present
Vanguard April 2011 - February 2014
Vanguard September 2009 - March 2011
The Vanguard Group February 2008 - September 2009
The Vanguard Group January 2007 - February 2008
The Vanguard Group June 2005 - January 2007
The Vanguard Group May 2004 - June 2005
The Vanguard Group July 2003 - May 2004
Education
Villanova University 2006 — 2009
MBA
Saint Joseph's University 1999 — 2003
Bachelor of Science, Information Systems
Saint Joseph's University - Erivan K. Haub School of Business 1999 — 2003
Thomas P Brennan III, AIF's The Vanguard Group Experience January 1992 - August 1995
Job Regional Vice President Emerging Markets at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions June 2013 - Present
Transamerica Retirement Services January 2009 - May 2013
Fesnak and Associates, LLP July 2008 - December 2008
Lincoln Financial Group October 2006 - December 2007
Citigroup August 2002 - October 2006
Merrill Lynch Pierce Fenner & Smith August 1995 - August 2002
The Vanguard Group January 1992 - August 1995
Skills
401(k), ERISA, Defined Contribution, Defined Benefit, MEP, Taft-Hartley, Non-Qualified Deferred..., Income for Life, Sales Management, Marketing, Marketing Strategy, P&L Responsibility, Trade Compliance, Product Development, Production Managment, Product Marketing, Strategic Planning, Strategic Thinking, Channel Management, Qualified Retirement..., Financial Services, Mutual Funds, P&L Management, Retirement Plan..., 401k, Employee Benefits, Retirement, Series 7, Asset Allocation
Education
Bishop McDevitt High School
College Preparatory
Saint Joseph's University
B.A., Political Science
Transamerica Retirement Solutions June 2013 - Present
Transamerica Retirement Services January 2009 - May 2013
Fesnak and Associates, LLP July 2008 - December 2008
Lincoln Financial Group October 2006 - December 2007
Citigroup August 2002 - October 2006
Merrill Lynch Pierce Fenner & Smith August 1995 - August 2002
The Vanguard Group January 1992 - August 1995
Skills
401(k), ERISA, Defined Contribution, Defined Benefit, MEP, Taft-Hartley, Non-Qualified Deferred..., Income for Life, Sales Management, Marketing, Marketing Strategy, P&L Responsibility, Trade Compliance, Product Development, Production Managment, Product Marketing, Strategic Planning, Strategic Thinking, Channel Management, Qualified Retirement..., Financial Services, Mutual Funds, P&L Management, Retirement Plan..., 401k, Employee Benefits, Retirement, Series 7, Asset Allocation
Education
Bishop McDevitt High School
College Preparatory
Saint Joseph's University
B.A., Political Science
Jakai Jackson's The Vanguard Group Experience November 2007 - August 2010
Job Project Administrator
Industry Financial Services
Experience
Vanguard December 2011 - Present
Vanguard February 2011 - December 2011
Vanguard August 2010 - February 2011
The Vanguard Group November 2007 - August 2010
Vanguard September 2004 - November 2007
Lindy Property Management Company 2004 - 2005
lindy property management 2004 - 2005
lindy property management 2004 - 2005
Temple University 2001 - 2004
Temple University 1999 - 2004
Skills
Financial Services, Mutual Funds, Microsoft Office, Microsoft Excel, Project Management, Risk Management, Leadership, Business Analysis, Financial Analysis, Analysis
Education
Temple University 1999 — 2004
Temple University - Fox School of Business and Management 1999 — 2004
Marketing and Finance
Rutgers University School of Law - Camden
WTHS
Vanguard December 2011 - Present
Vanguard February 2011 - December 2011
Vanguard August 2010 - February 2011
The Vanguard Group November 2007 - August 2010
Vanguard September 2004 - November 2007
Lindy Property Management Company 2004 - 2005
lindy property management 2004 - 2005
lindy property management 2004 - 2005
Temple University 2001 - 2004
Temple University 1999 - 2004
Skills
Financial Services, Mutual Funds, Microsoft Office, Microsoft Excel, Project Management, Risk Management, Leadership, Business Analysis, Financial Analysis, Analysis
Education
Temple University 1999 — 2004
Temple University - Fox School of Business and Management 1999 — 2004
Marketing and Finance
Rutgers University School of Law - Camden
WTHS
Carolyn Lemke Fraser's The Vanguard Group Experience November 2010 - January 2013
Job Department Head Vanguard
Industry Human Resources
Experience
Vanguard January 2013 - Present
The Vanguard Group November 2010 - January 2013
Vanguard January 2008 - November 2010
Vanguard January 2006 - December 2007
Vanguard January 2005 - December 2005
Vanguard July 2003 - December 2004
Vanguard December 2000 - July 2003
Mercer December 1999 - October 2000
Kwasha Lipton 1996 - 1999
Skills
Defined Benefit, Pensions, 401k, Retirement, Relationship Management, Employee Benefits, Process Improvement, Business Analysis
Education
Saint Joseph's University 2009 — 2011
MBA, International business
The College of New Jersey 1992 — 1996
BA, Statistics
Vanguard January 2013 - Present
The Vanguard Group November 2010 - January 2013
Vanguard January 2008 - November 2010
Vanguard January 2006 - December 2007
Vanguard January 2005 - December 2005
Vanguard July 2003 - December 2004
Vanguard December 2000 - July 2003
Mercer December 1999 - October 2000
Kwasha Lipton 1996 - 1999
Skills
Defined Benefit, Pensions, 401k, Retirement, Relationship Management, Employee Benefits, Process Improvement, Business Analysis
Education
Saint Joseph's University 2009 — 2011
MBA, International business
The College of New Jersey 1992 — 1996
BA, Statistics
Chuck Klose's The Vanguard Group Experience
Job Consulting Actuary at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group
Skills
401k, Defined Benefit, Retirement, Defined Contribution, Pensions, ERISA, Profit Sharing, Retirement Plan..., Qualified Retirement..., Actuarial Science, Retirement Planning, Financial Services, Asset Allocation, Pension Administration
Education
Saint Joseph's University 1972 — 1976
The Vanguard Group
Skills
401k, Defined Benefit, Retirement, Defined Contribution, Pensions, ERISA, Profit Sharing, Retirement Plan..., Qualified Retirement..., Actuarial Science, Retirement Planning, Financial Services, Asset Allocation, Pension Administration
Education
Saint Joseph's University 1972 — 1976
Bonnie Chercass's The Vanguard Group Experience May 1990 - Present
Job Project Manager at Vanguard
Industry Financial Services
Ed Dart's The Vanguard Group Experience July 1998 - November 1999
Job Project Lead/Consultant at Vanguard
Industry Financial Services
Experience
Vanguard March 2005 - Present
Vanguard November 1999 - March 2005
The Vanguard Group July 1998 - November 1999
Vanguard May 1997 - July 1998
Regent Premium Finance Company December 1994 - May 1997
Skills
Investments, Financial Services, Insurance, Leadership, Mutual Funds, Process Improvement, Risk Management, Series 63, Series 7, Financial Analysis, Retirement, Retirement Planning, Strategic Financial..., Wealth Management, Financial Planning, Microsoft Office, Strategic Planning, Management
Education
Saint Joseph's University 1993 — 1997
Management, Languages, Business, Finance
Saint Joseph's University
Upper Darby High School
Vanguard March 2005 - Present
Vanguard November 1999 - March 2005
The Vanguard Group July 1998 - November 1999
Vanguard May 1997 - July 1998
Regent Premium Finance Company December 1994 - May 1997
Skills
Investments, Financial Services, Insurance, Leadership, Mutual Funds, Process Improvement, Risk Management, Series 63, Series 7, Financial Analysis, Retirement, Retirement Planning, Strategic Financial..., Wealth Management, Financial Planning, Microsoft Office, Strategic Planning, Management
Education
Saint Joseph's University 1993 — 1997
Management, Languages, Business, Finance
Saint Joseph's University
Upper Darby High School
Megan Shirbach's The Vanguard Group Experience February 2006 - July 2008
Job Manager at Vanguard
Industry Financial Services
Experience
Vanguard December 2003 - Present
The Vanguard Group February 2006 - July 2008
Skills
Series 63, Investments, Mutual Funds, Series 6, Leadership, Retirement Planning, Series 7, 401k, Customer Service, Financial Services
Education
Ursinus College 1999 — 2003
Bachelor of Arts (B.A.), Business/Managerial Economics
Saint Joseph's University
Vanguard December 2003 - Present
The Vanguard Group February 2006 - July 2008
Skills
Series 63, Investments, Mutual Funds, Series 6, Leadership, Retirement Planning, Series 7, 401k, Customer Service, Financial Services
Education
Ursinus College 1999 — 2003
Bachelor of Arts (B.A.), Business/Managerial Economics
Saint Joseph's University
Bryan Mahon's The Vanguard Group Experience January 2001 - January 2004
Job Owner, Philadelphia Runner
Industry Retail
Experience
Philadelphia Runner August 2004 - Present
The Vanguard Group January 2001 - January 2004
Education
Saint Joseph's University 1995 — 1999
Philadelphia Runner August 2004 - Present
The Vanguard Group January 2001 - January 2004
Education
Saint Joseph's University 1995 — 1999
Paul Meldrum's The Vanguard Group Experience January 2008 - June 2011
Job Security Architect at Vanguard
Industry Information Technology and Services
Experience
Vanguard June 2011 - Present
The Vanguard Group January 2008 - June 2011
Vanguard May 2003 - January 2008
Vanguard August 2000 - May 2003
Skills
Windows, SQL, System Administration, SCCM, Information Security..., CISSP, Security, Active Directory, Information Security, Risk Assessment, DNS, IT Strategy, Windows Server
Education
Villanova University 2001 — 2003
Master of Business Administration (MBA), Management
Rutgers, The State University of New Jersey-New Brunswick 1996 — 2000
Bachelor of Science (BS), Management Science and Information Systems
Vanguard June 2011 - Present
The Vanguard Group January 2008 - June 2011
Vanguard May 2003 - January 2008
Vanguard August 2000 - May 2003
Skills
Windows, SQL, System Administration, SCCM, Information Security..., CISSP, Security, Active Directory, Information Security, Risk Assessment, DNS, IT Strategy, Windows Server
Education
Villanova University 2001 — 2003
Master of Business Administration (MBA), Management
Rutgers, The State University of New Jersey-New Brunswick 1996 — 2000
Bachelor of Science (BS), Management Science and Information Systems
Craig Ludwick's The Vanguard Group Experience June 1993 - Present
Job Senior Manager at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group June 1993 - Present
Vanguard 1993 - Present
Education
Saint Joseph's University - Erivan K. Haub School of Business 1993 — 1998
MBA, Finance
University of Pittsburgh 1988 — 1992
BA, Business & Writing
The Vanguard Group June 1993 - Present
Vanguard 1993 - Present
Education
Saint Joseph's University - Erivan K. Haub School of Business 1993 — 1998
MBA, Finance
University of Pittsburgh 1988 — 1992
BA, Business & Writing
Laura Grow-Nyberg's The Vanguard Group Experience May 2007 - November 2009
Job Freelance writer and editor
Industry Online Media
Experience
ArtJaw.com June 2006 - Present
Weitz and Luxenberg January 2011 - March 2012
Vanguard Group May 2009 - November 2009
The Vanguard Group May 2007 - November 2009
New York University October 2005 - April 2006
Target Greatland January 2001 - January 2005
Saint Joseph's University May 2004 - August 2004
Skills
Proofreading, Newsletters, Journalism, Editing, Teaching, Research, Copy Editing, Public Speaking, Blogging, Copywriting, Press Releases, Storytelling, Creative Writing, Editorial, Magazines, Facebook
Education
New York University 2005 — 2006
Master of Arts, Journalism
Saint Joseph's University 2001 — 2005
Bachelor of Arts, English
Kennedy-Kenrick CHS 1997 — 2001
High School
ArtJaw.com June 2006 - Present
Weitz and Luxenberg January 2011 - March 2012
Vanguard Group May 2009 - November 2009
The Vanguard Group May 2007 - November 2009
New York University October 2005 - April 2006
Target Greatland January 2001 - January 2005
Saint Joseph's University May 2004 - August 2004
Skills
Proofreading, Newsletters, Journalism, Editing, Teaching, Research, Copy Editing, Public Speaking, Blogging, Copywriting, Press Releases, Storytelling, Creative Writing, Editorial, Magazines, Facebook
Education
New York University 2005 — 2006
Master of Arts, Journalism
Saint Joseph's University 2001 — 2005
Bachelor of Arts, English
Kennedy-Kenrick CHS 1997 — 2001
High School
David Lam, CFP®'s The Vanguard Group Experience August 2008 - July 2015
Job Special Securities Administrator at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group August 2008 - July 2015
The Vanguard Group January 2008 - July 2008
Vanguard June 2006 - December 2007
Skills
Series 63, Series 7, Brokers, Mutual Funds, Portfolio Management, Bloomberg Terminal, Brokerage, Bloomberg, Cantonese, Securities, Brokerage Operations, Fluent in Cantonese, Certified Financial..., Securities Regulation, Financial Modeling, Financial Analysis, Equity Valuation, Private Equity, Private Placements, Alternative Investments, Financial Planning, Investments, Financial Services
Education
Saint Joseph's University - Erivan K. Haub School of Business 2005 — 2007
MS, Finance
Saint Joseph's University - Erivan K. Haub School of Business 2001 — 2005
BS, Finance
Upper Moreland High School 1998 — 2001
The Vanguard Group August 2008 - July 2015
The Vanguard Group January 2008 - July 2008
Vanguard June 2006 - December 2007
Skills
Series 63, Series 7, Brokers, Mutual Funds, Portfolio Management, Bloomberg Terminal, Brokerage, Bloomberg, Cantonese, Securities, Brokerage Operations, Fluent in Cantonese, Certified Financial..., Securities Regulation, Financial Modeling, Financial Analysis, Equity Valuation, Private Equity, Private Placements, Alternative Investments, Financial Planning, Investments, Financial Services
Education
Saint Joseph's University - Erivan K. Haub School of Business 2005 — 2007
MS, Finance
Saint Joseph's University - Erivan K. Haub School of Business 2001 — 2005
BS, Finance
Upper Moreland High School 1998 — 2001
Maria Downs, SPHR's The Vanguard Group Experience March 2004 - September 2005
Job Project Administrator in Human Resources at Vanguard
Industry Financial Services
Experience
Vanguard November 2011 - February 2012
Vanguard September 2005 - November 2007
The Vanguard Group March 2004 - September 2005
Skills
Series 63, Process Improvement, Mutual Funds, Visio, Series 7, Series 6, Risk Management, Project Management, Change Management, Microsoft Excel, Microsoft Office, Management, 401k, Microsoft Word, HRIS, Talent Management, Public Speaking
Education
Saint Joseph's University - Erivan K. Haub School of Business 2005 — 2010
MBA, Management
Saint Joseph's University 1996 — 2000
Bachelor of Science (B.S.), Political Science and Government
Vanguard November 2011 - February 2012
Vanguard September 2005 - November 2007
The Vanguard Group March 2004 - September 2005
Skills
Series 63, Process Improvement, Mutual Funds, Visio, Series 7, Series 6, Risk Management, Project Management, Change Management, Microsoft Excel, Microsoft Office, Management, 401k, Microsoft Word, HRIS, Talent Management, Public Speaking
Education
Saint Joseph's University - Erivan K. Haub School of Business 2005 — 2010
MBA, Management
Saint Joseph's University 1996 — 2000
Bachelor of Science (B.S.), Political Science and Government
Mary Jacquinto's The Vanguard Group Experience October 1997 - April 2010
Job Client Services Manager at Main Line Financial Advisors
Industry Financial Services
Experience
Main Line Financial Advisors November 2013 - Present
Arbonne International 2010 - Present
Nelson Levine de Luca & Hamilton October 2010 - October 2013
THE VANGUARD GROUP October 1997 - April 2010
Acme Markets August 1989 - January 2001
Skills
Insurance, Strategic Financial..., Relationship Management, Corporate Governance, Financial Reporting, Mutual Funds, Strategic Planning, Public Speaking, PeopleSoft, Microsoft Excel, Event Planning, Social Media, Social Media Marketing, Marketing Communications, Sales Management, Sales Operations, Sales, Finacial Management, Training, Building Relationships, Administrative..., Sales Administration, CRM, Change Management, Project Management, Account Management, Elementary Education
Education
West Chester University 2012 — 2013
Education Certificate
The American College 2005 — 2007
Certified Financial Planning, Financial Planning and Services
Rosemont College 2002 — 2005
MBA, Business Administration and Management, General
St. Pius X
Main Line Financial Advisors November 2013 - Present
Arbonne International 2010 - Present
Nelson Levine de Luca & Hamilton October 2010 - October 2013
THE VANGUARD GROUP October 1997 - April 2010
Acme Markets August 1989 - January 2001
Skills
Insurance, Strategic Financial..., Relationship Management, Corporate Governance, Financial Reporting, Mutual Funds, Strategic Planning, Public Speaking, PeopleSoft, Microsoft Excel, Event Planning, Social Media, Social Media Marketing, Marketing Communications, Sales Management, Sales Operations, Sales, Finacial Management, Training, Building Relationships, Administrative..., Sales Administration, CRM, Change Management, Project Management, Account Management, Elementary Education
Education
West Chester University 2012 — 2013
Education Certificate
The American College 2005 — 2007
Certified Financial Planning, Financial Planning and Services
Rosemont College 2002 — 2005
MBA, Business Administration and Management, General
St. Pius X
Stacie Barndt's The Vanguard Group Experience
Job Manager at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group
Skills
Financial Services, Process Improvement
Education
Saint Joseph's University 2005 — 2010
MBA, General
Temple University 1987 — 1991
BA
The Vanguard Group
Skills
Financial Services, Process Improvement
Education
Saint Joseph's University 2005 — 2010
MBA, General
Temple University 1987 — 1991
BA
Courtenay Kerr's The Vanguard Group Experience May 1998 - Present
Job Fund Financial Analyst at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group May 1998 - Present
Education
Saint Joseph's University - Erivan K. Haub School of Business 2002 — 2004
MBA
Ursinus College 1994 — 1998
BA, Economics and Business Administration
The Vanguard Group May 1998 - Present
Education
Saint Joseph's University - Erivan K. Haub School of Business 2002 — 2004
MBA
Ursinus College 1994 — 1998
BA, Economics and Business Administration
suzanne agocs poitras's The Vanguard Group Experience April 2008 - Present
Job Investment Consultant at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group April 2008 - Present
AIG VALIC March 1978 - December 2007
Skills
Series 63, Series 7, Mutual Funds, Retirement Planning, Financial Services, Retirement, Investments, Relationship Management, 401k, Sales, Series 6, Leadership, Salesforce.com, Insurance, Securities, Cold Calling, Account Management, Asset Allocation
Education
Salem State University 1971 — 1974
Salem State University 1971 — 1974
BA, Political Science
The Vanguard Group April 2008 - Present
AIG VALIC March 1978 - December 2007
Skills
Series 63, Series 7, Mutual Funds, Retirement Planning, Financial Services, Retirement, Investments, Relationship Management, 401k, Sales, Series 6, Leadership, Salesforce.com, Insurance, Securities, Cold Calling, Account Management, Asset Allocation
Education
Salem State University 1971 — 1974
Salem State University 1971 — 1974
BA, Political Science
Richard Minnium's The Vanguard Group Experience Registered Repvanguard2004 - 2009
Job Registered Rep at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group Registered Repvanguard2004 - 2009
Education
Rutgers University-New Brunswick 1979 — 1983
The Vanguard Group Registered Repvanguard2004 - 2009
Education
Rutgers University-New Brunswick 1979 — 1983
Greg Kraeer's The Vanguard Group Experience ManagerShared Medical Systems
Job Writer at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group ManagerShared Medical Systems
Education
Saint Joseph's University 1967 — 1971
The Vanguard Group ManagerShared Medical Systems
Education
Saint Joseph's University 1967 — 1971
Sandy McNair's The Vanguard Group Experience March 1995 - Present
Job Line Manager at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group March 1995 - Present
National Liberty August 1979 - November 1994
Blue Cross/Blue Shield of DE March 1976 - July 1979
Skills
Mutual Funds, Financial Services, Risk Management, Analysis, Relationship Management, Portfolio Management, Equities
Education
Saint Joseph's University - Erivan K. Haub School of Business 2003 — 2008
Graduate Certificate, Business Administration and Management, General
University of Delaware 1973 — 1975
Master of Arts (MA), American Economic History
Wilson College 1969 — 1973
BA, Economics
The Vanguard Group March 1995 - Present
National Liberty August 1979 - November 1994
Blue Cross/Blue Shield of DE March 1976 - July 1979
Skills
Mutual Funds, Financial Services, Risk Management, Analysis, Relationship Management, Portfolio Management, Equities
Education
Saint Joseph's University - Erivan K. Haub School of Business 2003 — 2008
Graduate Certificate, Business Administration and Management, General
University of Delaware 1973 — 1975
Master of Arts (MA), American Economic History
Wilson College 1969 — 1973
BA, Economics
Jill Hettinger's The Vanguard Group Experience 1998 - 1999
Job Budget Officer at Federal Reserve Bank of Philadelphia
Industry Accounting
Experience
Federal Reserve Bank of Philadelphia May 2015 - Present
Federal Reserve Bank of Philadelphia 1999 - April 2015
The Vanguard Group 1998 - 1999
Education
Saint Joseph's University 1994 — 1998
Federal Reserve Bank of Philadelphia May 2015 - Present
Federal Reserve Bank of Philadelphia 1999 - April 2015
The Vanguard Group 1998 - 1999
Education
Saint Joseph's University 1994 — 1998
Michael Macaronis CFP®'s The Vanguard Group Experience September 2010 - November 2011
Job Treasury Supervisor
Industry Financial Services
Experience
Vanguard January 2013 - Present
Vanguard November 2011 - January 2013
The Vanguard Group September 2010 - November 2011
The Vanguard Group October 2008 - September 2010
The Vanguard Group October 2007 - October 2008
The Vanguard Group February 2007 - October 2007
The Vanguard Group June 2005 - February 2007
Skills
Series 7, Series 63, Microsoft Excel, Visio, Cash Management
Education
Saint Joseph's University 2001 — 2005
BS, Double Major - Finance and Economics - Magna Cum Laude
Vanguard January 2013 - Present
Vanguard November 2011 - January 2013
The Vanguard Group September 2010 - November 2011
The Vanguard Group October 2008 - September 2010
The Vanguard Group October 2007 - October 2008
The Vanguard Group February 2007 - October 2007
The Vanguard Group June 2005 - February 2007
Skills
Series 7, Series 63, Microsoft Excel, Visio, Cash Management
Education
Saint Joseph's University 2001 — 2005
BS, Double Major - Finance and Economics - Magna Cum Laude
Erick Guevara's The Vanguard Group Experience May 2000 - August 2000
Job Software Engineer at Motorola
Industry Information Technology and Services
Experience
Motorola February 2001 - Present
The Vanguard Group May 2000 - August 2000
Retail Automation Inc (R.A.I. Group) May 1999 - December 1999
Skills
Google App Engine, Google API, Cloud Storage, Java, Python, Open Text Livelink, Oracle
Education
University of Phoenix 2003 — 2005
MBA, Technology Managment
Rowan University 1996 — 2001
BS, Computer Science
Motorola February 2001 - Present
The Vanguard Group May 2000 - August 2000
Retail Automation Inc (R.A.I. Group) May 1999 - December 1999
Skills
Google App Engine, Google API, Cloud Storage, Java, Python, Open Text Livelink, Oracle
Education
University of Phoenix 2003 — 2005
MBA, Technology Managment
Rowan University 1996 — 2001
BS, Computer Science
Rose O'Hanlon, SPHR, CCP's The Vanguard Group Experience February 2001 - February 2002
Job Manager, HR
Industry Human Resources
Experience
BAYADA Home Health Care January 2009 - Present
Cooper University Hospital September 2008 - December 2008
Hill International September 2007 - December 2007
PTS Brokerage, LLC March 2004 - September 2006
Viking Fibres, LLC April 2002 - September 2004
The Vanguard Group February 2001 - February 2002
Berger&Montague,PC January 2000 - January 2001
UBS Investment Bank May 1991 - May 1996
Skills
Compensation Planning, Compensation..., Compensation, SEO, SEM, Metrics, Internet Recruiting, Data Analysis, HRIS, Strategic Planning, RFP preparation, Vendor Management, Vendor Relations, Social Media, Job Search Strategies, Getting The Job Done, Predictive Analytics, Predictive Modeling, Deferred Compensation, Leadership Development, Financial Metrics, Employee Relations, Management, Personnel Management, Employee Benefits, Recruiting, Resume Writing, Performance Metrics, Human Resources, Relational Databases, New Hire Orientations, College Recruiting, Benefits Administration, Talent Acquisition, Talent Management, Training, Onboarding, Leadership, Applicant Tracking..., Employee Engagement
Education
Rutgers University – Camden 2006 — 2008
BS, Human Resource Management
BAYADA Home Health Care January 2009 - Present
Cooper University Hospital September 2008 - December 2008
Hill International September 2007 - December 2007
PTS Brokerage, LLC March 2004 - September 2006
Viking Fibres, LLC April 2002 - September 2004
The Vanguard Group February 2001 - February 2002
Berger&Montague,PC January 2000 - January 2001
UBS Investment Bank May 1991 - May 1996
Skills
Compensation Planning, Compensation..., Compensation, SEO, SEM, Metrics, Internet Recruiting, Data Analysis, HRIS, Strategic Planning, RFP preparation, Vendor Management, Vendor Relations, Social Media, Job Search Strategies, Getting The Job Done, Predictive Analytics, Predictive Modeling, Deferred Compensation, Leadership Development, Financial Metrics, Employee Relations, Management, Personnel Management, Employee Benefits, Recruiting, Resume Writing, Performance Metrics, Human Resources, Relational Databases, New Hire Orientations, College Recruiting, Benefits Administration, Talent Acquisition, Talent Management, Training, Onboarding, Leadership, Applicant Tracking..., Employee Engagement
Education
Rutgers University – Camden 2006 — 2008
BS, Human Resource Management
Art Amador CFP®'s The Vanguard Group Experience 2007 - 2008
Job Vice President, Financial Consultant
Industry Financial Services
Experience
Fidelity Investments 2008 - Present
The Vanguard Group 2007 - 2008
Education
University of California, Berkeley, Haas School of Business 2013 — 2016
Master of Business Administration (M.B.A.), Finance and Investments
San Diego State University-California State University 2003 — 2007
Bachelor's Degree, Financial Services
Fidelity Investments 2008 - Present
The Vanguard Group 2007 - 2008
Education
University of California, Berkeley, Haas School of Business 2013 — 2016
Master of Business Administration (M.B.A.), Finance and Investments
San Diego State University-California State University 2003 — 2007
Bachelor's Degree, Financial Services
Thomas Chandler's The Vanguard Group Experience July 2008 - August 2012
Job Lead Back End Engineer at Brief Technology
Industry Computer Software
Experience
Brief Technology July 2015 - Present
Monetate, Inc. October 2013 - July 2015
Monetate, Inc. August 2012 - September 2013
The Vanguard Group July 2008 - August 2012
TNS Media Intelligence May 2006 - August 2006
Skills
JavaScript, CSS, Web Development, HTML, Java, jQuery, C#, Programming, SQL, XML, AJAX, Software Development, JSP, C++, .NET, Serpent Leadership, Agile Methodologies
Education
Rochester Institute of Technology 2004 — 2008
BS, IT
Brief Technology July 2015 - Present
Monetate, Inc. October 2013 - July 2015
Monetate, Inc. August 2012 - September 2013
The Vanguard Group July 2008 - August 2012
TNS Media Intelligence May 2006 - August 2006
Skills
JavaScript, CSS, Web Development, HTML, Java, jQuery, C#, Programming, SQL, XML, AJAX, Software Development, JSP, C++, .NET, Serpent Leadership, Agile Methodologies
Education
Rochester Institute of Technology 2004 — 2008
BS, IT
Kimberly Aman's The Vanguard Group Experience June 2000 - January 2002
Job Sr. Financial Analyst at Quest Diagnostics
Industry Financial Services
Experience
Quest Diagnostics February 2014 - Present
Susquehanna International Group April 2006 - February 2014
SEI Investments 2002 - 2006
The Vanguard Group June 2000 - January 2002
Education
Saint Joseph's University 2003 — 2005
MBA, Finance
University of Scranton 1996 — 2000
BS, Marketing
Quest Diagnostics February 2014 - Present
Susquehanna International Group April 2006 - February 2014
SEI Investments 2002 - 2006
The Vanguard Group June 2000 - January 2002
Education
Saint Joseph's University 2003 — 2005
MBA, Finance
University of Scranton 1996 — 2000
BS, Marketing
Nick Alexandro's The Vanguard Group Experience July 2005 - Present
Job Information Systems Engineer at The Vanguard Group
Industry Information Technology and Services
Experience
The Vanguard Group July 2005 - Present
Education
Rutgers University-New Brunswick 2001 — 2005
MS, Computer Science
Rutgers University-New Brunswick 2001 — 2005
MS, History
The Vanguard Group July 2005 - Present
Education
Rutgers University-New Brunswick 2001 — 2005
MS, Computer Science
Rutgers University-New Brunswick 2001 — 2005
MS, History
Jennifer (Goldbach) Neurohr's The Vanguard Group Experience June 2010 - August 2014
Job Business Systems Analyst
Industry Computer Software
Experience
Vanguard September 2014 - Present
The Vanguard Group June 2010 - August 2014
Rochester Institute of Technology September 2008 - June 2010
Lockheed Martin June 2009 - August 2009
Info Directions November 2008 - February 2009
Cisco Systems June 2008 - August 2008
Progressive Insurance June 2007 - August 2007
Skills
Testing, Test Planning, Software Quality..., Quality Center, Test Cases, Software Documentation, Test Strategy, Agile Methodologies, Visual Studio
Education
Rochester Institute of Technology 2005 — 2010
BS, Software Engineering
Vanguard September 2014 - Present
The Vanguard Group June 2010 - August 2014
Rochester Institute of Technology September 2008 - June 2010
Lockheed Martin June 2009 - August 2009
Info Directions November 2008 - February 2009
Cisco Systems June 2008 - August 2008
Progressive Insurance June 2007 - August 2007
Skills
Testing, Test Planning, Software Quality..., Quality Center, Test Cases, Software Documentation, Test Strategy, Agile Methodologies, Visual Studio
Education
Rochester Institute of Technology 2005 — 2010
BS, Software Engineering
Michael Cavallo's The Vanguard Group Experience December 1999 - Present
Job IT Line Manager at The Vanguard Group
Industry Information Technology and Services
Experience
The Vanguard Group December 1999 - Present
Boston Communications Group November 1997 - December 1999
Skills
Process Improvement, Excel, PowerPoint, Word, Problem Solving, Visio, Microsoft Office, Business Process..., Strategic Planning, Analysis, Business Analysis, MS Project, Data Analysis, Business Planning, Forecasting, Systems Analysis, Team Building, Requirements Analysis, Statistics, Team Leadership, Product Development, Business Strategy, Project Planning, Testing, Business Intelligence, Business Process, Cross-functional Team..., Management, Software Development, Program Management, Quality Assurance, Integration, Unix
Education
St. Joseph's University 2007 — 2011
MBA, Decision and System Sciences (DSS)
Polytechnic University 1983 — 1987
BS, Aerospace Engineering
The Vanguard Group December 1999 - Present
Boston Communications Group November 1997 - December 1999
Skills
Process Improvement, Excel, PowerPoint, Word, Problem Solving, Visio, Microsoft Office, Business Process..., Strategic Planning, Analysis, Business Analysis, MS Project, Data Analysis, Business Planning, Forecasting, Systems Analysis, Team Building, Requirements Analysis, Statistics, Team Leadership, Product Development, Business Strategy, Project Planning, Testing, Business Intelligence, Business Process, Cross-functional Team..., Management, Software Development, Program Management, Quality Assurance, Integration, Unix
Education
St. Joseph's University 2007 — 2011
MBA, Decision and System Sciences (DSS)
Polytechnic University 1983 — 1987
BS, Aerospace Engineering
Patrick J. Meyer's The Vanguard Group Experience October 1996 - September 2006
Job CFP and Director of Wealth Management Client Services
Industry Financial Services
Experience
Unified Trust Company, N.A. July 2009 - Present
TIAA-CREF November 2006 - March 2008
The Vanguard Group October 1996 - September 2006
KPMG Peat Marwick December 1994 - September 1996
Skills
Strategic Financial..., Wealth Management, Investments, Estate Planning, Financial Advisory, Financial Planners, High Net Worth..., Tax, Accounting, Personal Finance, Financial Accounting, Mutual Funds, Relationship Management, Retirement Planning, Investment Advisory, Asset Allocation, Retirement, Strategic Planning, Investment Strategies, Financial Goals
Education
University of Missouri-Kansas City School of Law 1989 — 1992
Juris Doctorate, Law
Rockhurst University 1985 — 1989
MBA
Rockhurst University 1980 — 1984
BSBA, Finance and Economics
Unified Trust Company, N.A. July 2009 - Present
TIAA-CREF November 2006 - March 2008
The Vanguard Group October 1996 - September 2006
KPMG Peat Marwick December 1994 - September 1996
Skills
Strategic Financial..., Wealth Management, Investments, Estate Planning, Financial Advisory, Financial Planners, High Net Worth..., Tax, Accounting, Personal Finance, Financial Accounting, Mutual Funds, Relationship Management, Retirement Planning, Investment Advisory, Asset Allocation, Retirement, Strategic Planning, Investment Strategies, Financial Goals
Education
University of Missouri-Kansas City School of Law 1989 — 1992
Juris Doctorate, Law
Rockhurst University 1985 — 1989
MBA
Rockhurst University 1980 — 1984
BSBA, Finance and Economics
Kimberley (Bickle) Smith's The Vanguard Group Experience January 2007 - May 2008
Job Executive Assistant to the CFO at Affiliated Distributors (AD)
Industry Higher Education
Experience
Affiliated Distributors (AD) March 2014 - Present
Origami Owl April 2013 - Present
Star Career Academy January 2012 - March 2014
Star Career Academy December 2009 - January 2012
Vanguard Temporaries June 2008 - April 2009
The Vanguard Group January 2007 - May 2008
Katharine Gibbs School October 2002 - March 2006
Skills
Writing Skills, Job Posting, Scheduling, Event Planning, PowerPoint, PeopleSoft, Microsoft Excel, Microsoft Word, Editing, Lotus Notes, Spreadsheets, Calendaring, Proofreading, Travel Arrangements, Higher Education, Interviews, Job Scanning, Recruiting, Process Scheduler, Customer Service, Management, Access, Admissions, Student Financial Aid, Resume Writing, Time Management, CampusVue
Education
Strayer University 2007 — 2008
Masters, Human Resources Management
Rosemont College 2003 — 2006
Bachelors, Political Science
Affiliated Distributors (AD) March 2014 - Present
Origami Owl April 2013 - Present
Star Career Academy January 2012 - March 2014
Star Career Academy December 2009 - January 2012
Vanguard Temporaries June 2008 - April 2009
The Vanguard Group January 2007 - May 2008
Katharine Gibbs School October 2002 - March 2006
Skills
Writing Skills, Job Posting, Scheduling, Event Planning, PowerPoint, PeopleSoft, Microsoft Excel, Microsoft Word, Editing, Lotus Notes, Spreadsheets, Calendaring, Proofreading, Travel Arrangements, Higher Education, Interviews, Job Scanning, Recruiting, Process Scheduler, Customer Service, Management, Access, Admissions, Student Financial Aid, Resume Writing, Time Management, CampusVue
Education
Strayer University 2007 — 2008
Masters, Human Resources Management
Rosemont College 2003 — 2006
Bachelors, Political Science
Michael Tredinnick's The Vanguard Group Experience January 2003 - November 2006
Job Business Analysis Manager at TD Bank
Industry Financial Services
Experience
TD Bank September 2014 - Present
TD May 2012 - Present
Bank of America Merrill Lynch October 2009 - May 2012
Princeton Information April 2009 - January 2010
Merrill Lynch November 2006 - 2009
Merrill Lynch December 2006 - December 2007
The Vanguard Group January 2003 - November 2006
The Vanguard Group January 2002 - December 2002
The Vanguard Group September 1998 - January 2002
The Vanguard Group 1990 - 1998
Skills
Portfolio Management, Relationship Management, SDLC, Series 63, Waterfall, CRM, Agile Methodologies, Business Analysis, Team Leadership, Requirements Analysis, Financial Services, Management
Education
University of Phoenix 2003 — 2005
MBA, Business
Rutgers University-New Brunswick 1981 — 1988
BA, Economics, Finance, English
TD Bank September 2014 - Present
TD May 2012 - Present
Bank of America Merrill Lynch October 2009 - May 2012
Princeton Information April 2009 - January 2010
Merrill Lynch November 2006 - 2009
Merrill Lynch December 2006 - December 2007
The Vanguard Group January 2003 - November 2006
The Vanguard Group January 2002 - December 2002
The Vanguard Group September 1998 - January 2002
The Vanguard Group 1990 - 1998
Skills
Portfolio Management, Relationship Management, SDLC, Series 63, Waterfall, CRM, Agile Methodologies, Business Analysis, Team Leadership, Requirements Analysis, Financial Services, Management
Education
University of Phoenix 2003 — 2005
MBA, Business
Rutgers University-New Brunswick 1981 — 1988
BA, Economics, Finance, English
Julie Urbancic's The Vanguard Group Experience 2007 - August 2012
Job Instructional Design Supervisor at Wawa, Inc.
Industry Financial Services
Experience
Wawa, Inc. August 2012 - Present
The Vanguard Group 2007 - August 2012
The Vanguard Group January 2005 - September 2007
Skills
Captivate, Performance Consulting, PowerPoint, Team Building, Performance Measurement, ADDIE, Instructional Design, Needs Analysis, Instructor-led Training, SnagIt, Blended Learning, E-Learning, Coaching, Presenter, Training, Training Delivery, Curriculum Design, Learning Management..., Adult Education, Camtasia, Leadership, Employee Training, Process Improvement, Microsoft Office
Education
Villanova University 2010 — 2013
MS, Human Resource Development
Saint Joseph's University 2002 — 2004
BA, English Literature
Wawa, Inc. August 2012 - Present
The Vanguard Group 2007 - August 2012
The Vanguard Group January 2005 - September 2007
Skills
Captivate, Performance Consulting, PowerPoint, Team Building, Performance Measurement, ADDIE, Instructional Design, Needs Analysis, Instructor-led Training, SnagIt, Blended Learning, E-Learning, Coaching, Presenter, Training, Training Delivery, Curriculum Design, Learning Management..., Adult Education, Camtasia, Leadership, Employee Training, Process Improvement, Microsoft Office
Education
Villanova University 2010 — 2013
MS, Human Resource Development
Saint Joseph's University 2002 — 2004
BA, English Literature
Jana Ulrich's The Vanguard Group Experience December 2006 - March 2009
Job Six Sigma ChampionRetail Division at Vanguard
Industry Financial Services
Experience
Vanguard June 2014 - Present
Vanguard August 2012 - June 2014
Vanguard March 2011 - February 2012
Vanguard August 2009 - March 2011
The Vanguard Group December 2006 - March 2009
The Vanguard Group July 2005 - December 2006
The Vanguard Group August 2003 - July 2005
The Vanguard Group August 2002 - August 2003
Vanguard January 2002 - August 2002
Skills
Project Management, Series 7, Management, Coaching, People Management, Leadership Development, Series 24, Execution Skills, Building Relationships, Critical Thinking, Client-oriented, Program Management, Operations Management, Talent Management, Talent Acquisition, Investments, Leadership, Process Improvement, Securities, Training, Financial Services, Series 63, Mutual Funds, Relationship Management
Education
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2007
MBA, Management
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1996 — 2001
BSBA, Marketing
Securities Industry Institute
Vanguard June 2014 - Present
Vanguard August 2012 - June 2014
Vanguard March 2011 - February 2012
Vanguard August 2009 - March 2011
The Vanguard Group December 2006 - March 2009
The Vanguard Group July 2005 - December 2006
The Vanguard Group August 2003 - July 2005
The Vanguard Group August 2002 - August 2003
Vanguard January 2002 - August 2002
Skills
Project Management, Series 7, Management, Coaching, People Management, Leadership Development, Series 24, Execution Skills, Building Relationships, Critical Thinking, Client-oriented, Program Management, Operations Management, Talent Management, Talent Acquisition, Investments, Leadership, Process Improvement, Securities, Training, Financial Services, Series 63, Mutual Funds, Relationship Management
Education
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2007
MBA, Management
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1996 — 2001
BSBA, Marketing
Securities Industry Institute
Jeremy Losinno's The Vanguard Group Experience April 2004 - March 2013
Job Quality Analyst at Vanguard
Industry Financial Services
Experience
Vanguard January 2015 - Present
Vanguard April 2013 - December 2014
The Vanguard Group April 2004 - March 2013
Keane February 2001 - April 2004
Skills
Data Analysis, Microsoft Excel, Program Management, Process Improvement, Microsoft Office, Project Management, Analysis, Customer Service, Investments, Six Sigma, Team Leadership, Microsoft Word, Performance Management, Change Management, Coaching, Business Analysis, Financial Analysis, Finance, PowerPoint, Leadership
Education
Saint Joseph's University 2010 — 2013
Bachelor of Science (BS), Organizational Development & Leadership
Vanguard January 2015 - Present
Vanguard April 2013 - December 2014
The Vanguard Group April 2004 - March 2013
Keane February 2001 - April 2004
Skills
Data Analysis, Microsoft Excel, Program Management, Process Improvement, Microsoft Office, Project Management, Analysis, Customer Service, Investments, Six Sigma, Team Leadership, Microsoft Word, Performance Management, Change Management, Coaching, Business Analysis, Financial Analysis, Finance, PowerPoint, Leadership
Education
Saint Joseph's University 2010 — 2013
Bachelor of Science (BS), Organizational Development & Leadership
Rebecca Kalitz's The Vanguard Group Experience June 2007 - October 2008
Job Accounting Manager at Adventure Aquarium
Industry Entertainment
Experience
Adventure Aquarium July 2014 - Present
Adventure Aquarium March 2009 - June 2014
The Vanguard Group June 2007 - October 2008
Citizens Bank 2005 - 2007
Skills
Account Reconciliation, Accounts Receivable, Accounts Payable, Finance, Analysis, Banking, Credit, Loans, Sales, PeopleSoft, Mortgage Lending, Mutual Funds, Credit Cards, Research, Financial Analysis, Financial Reporting, Accounting, Microsoft Excel, Access, General Ledger, Budgets
Education
West Chester University of Pennsylvania 2005 — 2007
Bachelors, Finance
Rowan College at Gloucester County 2003 — 2005
Associates, Business Administration
Adventure Aquarium July 2014 - Present
Adventure Aquarium March 2009 - June 2014
The Vanguard Group June 2007 - October 2008
Citizens Bank 2005 - 2007
Skills
Account Reconciliation, Accounts Receivable, Accounts Payable, Finance, Analysis, Banking, Credit, Loans, Sales, PeopleSoft, Mortgage Lending, Mutual Funds, Credit Cards, Research, Financial Analysis, Financial Reporting, Accounting, Microsoft Excel, Access, General Ledger, Budgets
Education
West Chester University of Pennsylvania 2005 — 2007
Bachelors, Finance
Rowan College at Gloucester County 2003 — 2005
Associates, Business Administration
John Ronafalvy's The Vanguard Group Experience August 1999 - Present
Job Project Manager at The Vanguard Group
Industry Information Technology and Services
Experience
The Vanguard Group August 1999 - Present
Vanguard 1999 - Present
Skills
Process Improvement, SDLC, Agile Methodologies, Vendor Management, Project Management, Software Project..., Business Analysis, Requirements Analysis, SharePoint, Enterprise Architecture
Education
West Chester University of Pennsylvania 2003 — 2005
MBA, Technology & eCommerce
Rutgers University-New Brunswick 1994 — 1999
B.S., Computer Engieering
The Vanguard Group August 1999 - Present
Vanguard 1999 - Present
Skills
Process Improvement, SDLC, Agile Methodologies, Vendor Management, Project Management, Software Project..., Business Analysis, Requirements Analysis, SharePoint, Enterprise Architecture
Education
West Chester University of Pennsylvania 2003 — 2005
MBA, Technology & eCommerce
Rutgers University-New Brunswick 1994 — 1999
B.S., Computer Engieering
Pamela Tynan's The Vanguard Group Experience January 1982 - Present
Job Principal, Portfolio Manager at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group January 1982 - Present
The Vanguard Group January 1982 - Present
Skills
Investment Strategies, Bloomberg, Bonds, Investments, Portfolio Management, Asset Managment, Wealth Management, Capital Markets, Securities, Trading, Derivatives, Financial Analysis, Financial Modeling, Risk Management
Education
Saint Joseph's University 2000 — 2002
EMBA, FINANCE and Accounting
Temple University 1980 — 1981
Bachelor's degree, Accounting and Business/Management
The Vanguard Group January 1982 - Present
The Vanguard Group January 1982 - Present
Skills
Investment Strategies, Bloomberg, Bonds, Investments, Portfolio Management, Asset Managment, Wealth Management, Capital Markets, Securities, Trading, Derivatives, Financial Analysis, Financial Modeling, Risk Management
Education
Saint Joseph's University 2000 — 2002
EMBA, FINANCE and Accounting
Temple University 1980 — 1981
Bachelor's degree, Accounting and Business/Management
Niren Desai's The Vanguard Group Experience May 1992 - January 2007
Job Global Pricing & Sales Operations Leader at Life Technologies
Industry Biotechnology
Experience
Life Technologies 2010 - Present
Life Technologies 2007 - 2010
The Vanguard Group May 1992 - January 2007
Education
Saint Joseph's University 1995 — 1998
MBA, Finance
Temple University 1990 — 1992
BBA, Accounting
Life Technologies 2010 - Present
Life Technologies 2007 - 2010
The Vanguard Group May 1992 - January 2007
Education
Saint Joseph's University 1995 — 1998
MBA, Finance
Temple University 1990 — 1992
BBA, Accounting
Peggy Prestipino's The Vanguard Group Experience May 2010 - Present
Job Supervisor in Asset Management Services at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group May 2010 - Present
The Vanguard Group February 2006 - May 2010
Rudolph, Palitz, LLP 1996 - 1998
Tait, Weller & Baker 1994 - 1996
Skills
Financial Analysis, Internal Controls
Education
Saint Joseph's University
B.S.
The Vanguard Group May 2010 - Present
The Vanguard Group February 2006 - May 2010
Rudolph, Palitz, LLP 1996 - 1998
Tait, Weller & Baker 1994 - 1996
Skills
Financial Analysis, Internal Controls
Education
Saint Joseph's University
B.S.
David Carlson, CFA's The Vanguard Group Experience June 1993 - August 1999
Job Senior Vice President, Head of Investment Solutions Research at AMG Funds
Industry Investment Management
Experience
AMG Funds January 2011 - Present
AMG Funds December 2009 - January 2011
AMG Funds November 2005 - December 2009
SEI Investments August 1999 - November 2005
The Vanguard Group June 1993 - August 1999
Skills
Portfolio Management, Investments, Mutual Funds, Investment Strategies, Series 63, Due Diligence, Asset Allocation, Asset Management, Emerging Markets, Global Asset Allocation, Risk Management, Portfolio Optimization, Series 6, CFA, Alternative Investments, Equities
Education
Saint Joseph's University 1996 — 2001
MBA, Finance
West Chester University of Pennsylvania 1988 — 1991
BS, Marketing
AMG Funds January 2011 - Present
AMG Funds December 2009 - January 2011
AMG Funds November 2005 - December 2009
SEI Investments August 1999 - November 2005
The Vanguard Group June 1993 - August 1999
Skills
Portfolio Management, Investments, Mutual Funds, Investment Strategies, Series 63, Due Diligence, Asset Allocation, Asset Management, Emerging Markets, Global Asset Allocation, Risk Management, Portfolio Optimization, Series 6, CFA, Alternative Investments, Equities
Education
Saint Joseph's University 1996 — 2001
MBA, Finance
West Chester University of Pennsylvania 1988 — 1991
BS, Marketing
Dayne Kilheffer's The Vanguard Group Experience July 2008 - May 2012
Job Tech Lead at Vanguard
Industry Computer Software
Experience
Vanguard May 2012 - Present
The Vanguard Group July 2008 - May 2012
Fannie Mae May 2007 - December 2007
Fannie Mae March 2006 - August 2006
Skills
Java, JavaScript, SQL, Spring, Unix, Unit Testing, Integration Testing, jQuery, AngularJS, SASS, CSS, Maven
Education
Rochester Institute of Technology 2004 — 2008
BS, Computer Science
Penn Manor High School 1999 — 2003
Vanguard May 2012 - Present
The Vanguard Group July 2008 - May 2012
Fannie Mae May 2007 - December 2007
Fannie Mae March 2006 - August 2006
Skills
Java, JavaScript, SQL, Spring, Unix, Unit Testing, Integration Testing, jQuery, AngularJS, SASS, CSS, Maven
Education
Rochester Institute of Technology 2004 — 2008
BS, Computer Science
Penn Manor High School 1999 — 2003
Jeffrey Miller, QKA's The Vanguard Group Experience 2000 - October 2007
Job New Business Implementation Coordinator at Standard Retirement Services
Industry Financial Services
Experience
Standard Retirement Services November 2010 - March 2015
Standard Retirement Services November 2007 - November 2010
The Vanguard Group 2000 - October 2007
Delaware Investments, a member of the Macquarie Group 1998 - 2000
Buck Consultants 1996 - 1998
Skills
403 b, Customer Service, Project Management, Pensions, Retirement Planning, Insurance, Management, Business Planning, Analysis, Investments, 401k, Retirement Services, 401(k) and 403(b) Plan..., Plan Administration, Plan Design, Retirement Plan Mergers..., Legal Documents, Employee Benefits, Defined Contribution, Mergers, Consulting, Financial Services, Retirement
Education
Saint Joseph's University - Erivan K. Haub School of Business 2003 — 2006
MBA, Management
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2003
Leadership & Management
Stanford University Graduate School of Business
Finance of Retirements and Pensions
Standard Retirement Services November 2010 - March 2015
Standard Retirement Services November 2007 - November 2010
The Vanguard Group 2000 - October 2007
Delaware Investments, a member of the Macquarie Group 1998 - 2000
Buck Consultants 1996 - 1998
Skills
403 b, Customer Service, Project Management, Pensions, Retirement Planning, Insurance, Management, Business Planning, Analysis, Investments, 401k, Retirement Services, 401(k) and 403(b) Plan..., Plan Administration, Plan Design, Retirement Plan Mergers..., Legal Documents, Employee Benefits, Defined Contribution, Mergers, Consulting, Financial Services, Retirement
Education
Saint Joseph's University - Erivan K. Haub School of Business 2003 — 2006
MBA, Management
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2003
Leadership & Management
Stanford University Graduate School of Business
Finance of Retirements and Pensions
Sam D'Amore's The Vanguard Group Experience January 1998 - Present
Job IT Professional
Industry Financial Services
Experience
The Vanguard Group January 1998 - Present
Bell Atlantic 1988 - 1997
Bell Atlantic 1981 - 1988
Skills
IT Strategy, Information Security..., Risk Management, SDLC, Information Security, Process Improvement, Risk Assessment, Application Security, IT Management, Systems Analysis, Network Security, Network Engineering, IT Infrastructure..., IT Infrastructure..., Network Infrastructure, Unix, Performance Testing
Education
Saint Joseph's University
MBA
Saint Joseph's University
B.S.
The Vanguard Group January 1998 - Present
Bell Atlantic 1988 - 1997
Bell Atlantic 1981 - 1988
Skills
IT Strategy, Information Security..., Risk Management, SDLC, Information Security, Process Improvement, Risk Assessment, Application Security, IT Management, Systems Analysis, Network Security, Network Engineering, IT Infrastructure..., IT Infrastructure..., Network Infrastructure, Unix, Performance Testing
Education
Saint Joseph's University
MBA
Saint Joseph's University
B.S.
Michael Markis,CFP®'s The Vanguard Group Experience February 2004 - August 2005
Job VP/Regional Planning Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2012 - Present
Fidelity Investments March 2010 - October 2012
Fidelity Investments August 2005 - December 2009
The Vanguard Group February 2004 - August 2005
Skills
Estate Planning, Retirement Planning
Education
St. Joseph's University 2013 — 2016
Master of Business Administration (MBA), Leadership
Saint Joseph's University - Erivan K. Haub School of Business 2009 — 2011
Master of Science in Financial Services, Financial Services
University of Delaware - Lerner College of Business and Economics 1999 — 2003
Bachelor of Science, Finance
Fidelity Investments October 2012 - Present
Fidelity Investments March 2010 - October 2012
Fidelity Investments August 2005 - December 2009
The Vanguard Group February 2004 - August 2005
Skills
Estate Planning, Retirement Planning
Education
St. Joseph's University 2013 — 2016
Master of Business Administration (MBA), Leadership
Saint Joseph's University - Erivan K. Haub School of Business 2009 — 2011
Master of Science in Financial Services, Financial Services
University of Delaware - Lerner College of Business and Economics 1999 — 2003
Bachelor of Science, Finance
Russ Bizaro's The Vanguard Group Experience 1997 - 1999
Job IT Validation Analyst
Industry Information Technology and Services
Experience
Teva Pharmaceuticals July 2013 - Present
McNeil Consumer Healthcare December 2011 - July 2013
Pfizer Pharmaceuticals (formerly Wyeth) September 1999 - December 2011
The Vanguard Group 1997 - 1999
Prudential Insurance 1988 - 1997
Anchor Savings Bank 1986 - 1987
City Federal Savings Bank 1985 - 1986
Ciba-Geigy 1981 - 1985
Education
Rutgers, The State University of New Jersey-Newark 1979 — 1981
BA, Accounting
The Chubb Institute
Certificate, Computer Programming
Woodbridge HS
Teva Pharmaceuticals July 2013 - Present
McNeil Consumer Healthcare December 2011 - July 2013
Pfizer Pharmaceuticals (formerly Wyeth) September 1999 - December 2011
The Vanguard Group 1997 - 1999
Prudential Insurance 1988 - 1997
Anchor Savings Bank 1986 - 1987
City Federal Savings Bank 1985 - 1986
Ciba-Geigy 1981 - 1985
Education
Rutgers, The State University of New Jersey-Newark 1979 — 1981
BA, Accounting
The Chubb Institute
Certificate, Computer Programming
Woodbridge HS
Abigail Myers's The Vanguard Group Experience July 2007 - January 2008
Job Defined Contribution Administrator at SaintGobain
Industry Human Resources
Experience
Saint-Gobain November 2013 - Present
GENEX Services, Inc. January 2008 - July 2013
The Vanguard Group July 2007 - January 2008
Skills
Employee Benefits, Customer Service, Workers Compensation, Health Insurance, Outlook, Lotus Notes, Microsoft Excel, Microsoft Office, PowerPoint, Human Resources, 401k, Non-Qualified Deferred..., Canadian RRSP/DPSP
Education
Saint Joseph's University 2003 — 2007
Bachelor of Arts (BA), Elementary Education and Teaching
Saint-Gobain November 2013 - Present
GENEX Services, Inc. January 2008 - July 2013
The Vanguard Group July 2007 - January 2008
Skills
Employee Benefits, Customer Service, Workers Compensation, Health Insurance, Outlook, Lotus Notes, Microsoft Excel, Microsoft Office, PowerPoint, Human Resources, 401k, Non-Qualified Deferred..., Canadian RRSP/DPSP
Education
Saint Joseph's University 2003 — 2007
Bachelor of Arts (BA), Elementary Education and Teaching
Raksha Patel's The Vanguard Group Experience June 2002 - January 2004
Job Equity at Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2007 - Present
GE Financial Corporation May 2004 - April 2007
The Vanguard Group June 2002 - January 2004
Education
Rutgers University 1998 — 2002
Bachelor of Science in Business Administration
Bank of America Merrill Lynch July 2007 - Present
GE Financial Corporation May 2004 - April 2007
The Vanguard Group June 2002 - January 2004
Education
Rutgers University 1998 — 2002
Bachelor of Science in Business Administration
Gerald Harichandran's The Vanguard Group Experience June 2006 - April 2008
Job Unemployment Insurance Claims Examiner at New Jersey Department of Labor & Workforce Development
Industry Financial Services
Experience
New Jersey Department of Labor & Workforce Development May 2013 - Present
PHH Mortgage May 2012 - May 2013
Merrill Lynch January 2012 - April 2012
Merrill Lynch October 2008 - November 2009
The Vanguard Group June 2006 - April 2008
Solace Mountain Consulting Group LLC June 2004 - September 2004
United States Army August 1996 - August 2004
Consumer Mortgage Services May 2003 - September 2003
Skills
Investments, Asset Allocation, Portfolio Management, Due Diligence, Asset Managment, Series 7, Series 63, Uniform Combined State..., Risk Management, Mutual Funds, Commodity, Retirement Planning, Series 65, Series 6, Financial Analysis, Credit, ETFs, Wealth Management, Finance, Retirement, Securities, Loans, Mortgage Lending
Education
University of Illinois Springfield 2010 — 2013
Bachelor's degree, Mathematical Sciences
Rutgers Busines School 2002 — 2006
BS, Finance
Rutgers University-New Brunswick 2002 — 2006
BS, Finance
New Jersey Department of Labor & Workforce Development May 2013 - Present
PHH Mortgage May 2012 - May 2013
Merrill Lynch January 2012 - April 2012
Merrill Lynch October 2008 - November 2009
The Vanguard Group June 2006 - April 2008
Solace Mountain Consulting Group LLC June 2004 - September 2004
United States Army August 1996 - August 2004
Consumer Mortgage Services May 2003 - September 2003
Skills
Investments, Asset Allocation, Portfolio Management, Due Diligence, Asset Managment, Series 7, Series 63, Uniform Combined State..., Risk Management, Mutual Funds, Commodity, Retirement Planning, Series 65, Series 6, Financial Analysis, Credit, ETFs, Wealth Management, Finance, Retirement, Securities, Loans, Mortgage Lending
Education
University of Illinois Springfield 2010 — 2013
Bachelor's degree, Mathematical Sciences
Rutgers Busines School 2002 — 2006
BS, Finance
Rutgers University-New Brunswick 2002 — 2006
BS, Finance
Christine Galati Luning's The Vanguard Group Experience October 1997 - September 1999
Job Vice President, Global Marketing at Pershing LLC
Industry Financial Services
Experience
Pershing LLC December 2004 - Present
SEI Investments September 1999 - December 2004
The Vanguard Group October 1997 - September 1999
Education
Temple University 1995 — 1996
Master of Journalism
Saint Joseph's University 1990 — 1994
Bachelor of Arts, History
Pershing LLC December 2004 - Present
SEI Investments September 1999 - December 2004
The Vanguard Group October 1997 - September 1999
Education
Temple University 1995 — 1996
Master of Journalism
Saint Joseph's University 1990 — 1994
Bachelor of Arts, History
Jim Hoban's The Vanguard Group Experience 2000 - Present
Job Manager Institutional Investor Group at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group 2000 - Present
Education
Saint Joseph's University 1987 — 1991
B.S., Finance
The Vanguard Group 2000 - Present
Education
Saint Joseph's University 1987 — 1991
B.S., Finance
Brendan Haughey, CFA's The Vanguard Group Experience July 2010 - June 2013
Job Vanguard
Industry Financial Services
Experience
Vanguard June 2014 - Present
Vanguard July 2013 - June 2014
The Vanguard Group July 2010 - June 2013
Chartis August 2009 - July 2010
Wilson Elser May 2007 - August 2008
Education
Saint Joseph's University - Erivan K. Haub School of Business 2005 — 2009
Bachelor's, Finance, Economics
Vanguard June 2014 - Present
Vanguard July 2013 - June 2014
The Vanguard Group July 2010 - June 2013
Chartis August 2009 - July 2010
Wilson Elser May 2007 - August 2008
Education
Saint Joseph's University - Erivan K. Haub School of Business 2005 — 2009
Bachelor's, Finance, Economics
Henry Blair's The Vanguard Group Experience August 2007 - January 2013
Job Senior Manager Business Development for Retail Investor Group at Vanguard
Industry Financial Services
Experience
Vanguard January 2013 - Present
The Vanguard Group August 2007 - January 2013
Vanguard September 2005 - August 2007
Vanguard September 1994 - September 2005
Skills
Investments, Sales, Sales Management, Series 7, Series 24, Retirement Plan..., Financial Advisory, Retirement Planning, Defined Benefit, Asset Allocation, Relationship Management, Wealth Management
Education
St. Joseph's University 1980 — 1984
BS, Marketing and Finance
Vanguard January 2013 - Present
The Vanguard Group August 2007 - January 2013
Vanguard September 2005 - August 2007
Vanguard September 1994 - September 2005
Skills
Investments, Sales, Sales Management, Series 7, Series 24, Retirement Plan..., Financial Advisory, Retirement Planning, Defined Benefit, Asset Allocation, Relationship Management, Wealth Management
Education
St. Joseph's University 1980 — 1984
BS, Marketing and Finance
Karim Gardrie's The Vanguard Group Experience May 2006 - Present
Job Tech Administrator at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group May 2006 - Present
Education
Rowan University 1988 — 1993
Bachelor of Arts (B.A.), History
The Vanguard Group May 2006 - Present
Education
Rowan University 1988 — 1993
Bachelor of Arts (B.A.), History
Keith Capecci's The Vanguard Group Experience December 2013 - September 2014
Job Senior Analyst at Hamilton Lane
Industry Financial Services
Experience
Hamilton Lane October 2014 - Present
The Vanguard Group December 2013 - September 2014
The Vanguard Group July 2012 - November 2013
Villanova University August 2007 - May 2012
Skills
Financial Analysis, Equities, Fixed Income, Finance, Analysis, Mutual Funds, Asset Management, Investment Strategies, Private Equity, Microsoft Excel, Investments, PowerPoint, Microsoft Word, Customer Service
Education
Saint Joseph's University 2014 — 2017
MBA, Finance
Villanova University 2007 — 2012
Bachelor of Arts (BA), English, Criminal Justice & Concentration in Writing and Rhetoric
Hamilton Lane October 2014 - Present
The Vanguard Group December 2013 - September 2014
The Vanguard Group July 2012 - November 2013
Villanova University August 2007 - May 2012
Skills
Financial Analysis, Equities, Fixed Income, Finance, Analysis, Mutual Funds, Asset Management, Investment Strategies, Private Equity, Microsoft Excel, Investments, PowerPoint, Microsoft Word, Customer Service
Education
Saint Joseph's University 2014 — 2017
MBA, Finance
Villanova University 2007 — 2012
Bachelor of Arts (BA), English, Criminal Justice & Concentration in Writing and Rhetoric
Joseph Bretschneider's The Vanguard Group Experience August 2013 - March 2014
Job J.D. Candidate at University of Pennsylvania Law School
Industry Legal Services
Experience
Drinker Biddle & Reath LLP March 2014 - August 2015
The Vanguard Group August 2013 - March 2014
United States Marine Corps June 2013 - June 2013
Liberty Technology Solutions February 2012 - March 2013
Skills
Mutual Funds, Financial Analysis, Finance, Investments, Bloomberg, Financial Services, Financial Reporting, Series 63, Accounting, Series 7, Equities, Securities, Fixed Income, Account Reconciliation, 401k, Access, Microsoft Excel, Analysis, CRM
Education
University of Pennsylvania Law School 2015 — 2018
Doctor of Law (JD)
Rutgers University – Camden
Bachelor of Science (B.S.), Finance, General
Drinker Biddle & Reath LLP March 2014 - August 2015
The Vanguard Group August 2013 - March 2014
United States Marine Corps June 2013 - June 2013
Liberty Technology Solutions February 2012 - March 2013
Skills
Mutual Funds, Financial Analysis, Finance, Investments, Bloomberg, Financial Services, Financial Reporting, Series 63, Accounting, Series 7, Equities, Securities, Fixed Income, Account Reconciliation, 401k, Access, Microsoft Excel, Analysis, CRM
Education
University of Pennsylvania Law School 2015 — 2018
Doctor of Law (JD)
Rutgers University – Camden
Bachelor of Science (B.S.), Finance, General
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments