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
Vanguard February 2013 - Present
The Vanguard Group August 2011 - February 2013
Wells Fargo Bank January 2011 - July 2011
Biondo Investment Advisors May 2010 - September 2010
Skills
Management, Microsoft Excel, PowerPoint, Outlook, Analysis, Portfolio Management, Research, Finance, Strategy, Mutual Funds, Bloomberg, Financial Analysis, Access, Banking, Customer Service, Financial Modeling
Education
Slippery Rock University of Pennsylvania
BSBA, Finance
Villanova University
Master of Business Administration (MBA), Finance, General
The Vanguard Group April 2001 - Present
Rapidigm August 1998 - April 2001
Skills
Data Warehousing, SDLC, Data Architecture
Education
Strayer University 2004 — 2007
M.B.A, Management
Sri Venkateswara University 1990 — 1994
B.Tech, Electrical & Electronics Engineering
Abara Law Firm, PLLC April 2012 - Present
Deasey, Mahoney, & Valentini, LTD November 2008 - November 2011
Zarwin Baum June 2007 - November 2008
Thomas M. Cooley Law School 2004 - 2006
First Judicial District 2005 - 2005
The Vanguard Group 2001 - 2003
The Vanguard Group 2000 - 2003
Skills
Legal Writing, Legal Research, Litigation, Civil Litigation, Employment Law, Appeals, Trials, Criminal Law, Legal Assistance, Hearings, Bankruptcy, Arbitration
Education
Thomas M. Cooley Law School 2004 — 2006
Juris Doctor, Law
Temple University 1999 — 2003
Bachelors in Business Administration, Finance and Real Estate
Roxborough High School 1995 — 1999
Shawmont
Severn Trent Services, Inc. January 2000 - January 2015
Independence Blue Cross 1993 - 1999
The Vanguard Group 1983 - 1993
Skills
Human Resources, Organizational Design, Talent Management, HRIS, Succession Planning, Organizational..., Performance Management, Compensation, Employee Engagement, Leadership Development, International HR, Deferred Compensation, Employee Relations, Employee Benefits, Onboarding, Leadership, HR Transformation, International..., Cross-functional Team..., Culture Change, Benefits Administration
Education
Shippensburg University of Pennsylvania
Bachelor’s Degree, Major - Communications, Minor - Business Administration
EY October 2015 - Present
EY July 2013 - Present
Ernst & Young February 2012 - July 2013
Romaexperience Inc. September 2010 - September 2011
U.S. Department of State, Embassy Rome February 2010 - April 2010
St. John's University September 2008 - February 2010
The Vanguard Group January 2006 - August 2008
Skills
English, Italian, PowerPoint, Microsoft Excel, Microsoft Word, Financial Analysis, Strategic Planning, Market Research, Finance, Analysis, Data Analysis, Budgets, Business Strategy, Financial Reporting, Valuation, Strategic Financial..., Investments, Management Consulting, Portfolio Management, CRM, Management, Entrepreneurship, Leadership, Program Management, Change Management, Economics, Business Development, Project Management, Training, Strategy
Education
Saint John's University - Peter J. Tobin College of Business 2008 — 2010
Master of Business Administration (MBA), International Business
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.), Management & Society; Italian
T. Rowe Price February 2014 - Present
The Vanguard Group July 2007 - February 2014
Fidelity Investments 1999 - 2007
Bankers Trust Company September 1992 - January 1999
United States Marine Corps May 1987 - May 1995
Skills
Financial Services, Sales Management, Relationship Management, ETFs, 401k, Strategic Planning, Change Management, Mutual Funds, Operations Management, Business Strategy
Education
Stanford University Graduate School of Business
University of Chicago
Sales Management
Tennessee State University
BS, Political Science\Business
Turn5, Inc. AmericanMuscle.Com August 2015 - Present
Freelance September 2011 - Present
Fit4Mom June 2010 - Present
The Jeremy Kyle Show August 2012 - March 2013
YMCA of the Brandywine Valley March 2010 - July 2012
QVC February 2007 - May 2008
The Vanguard Group 2007 - 2008
Century 21 Pierce & Bair 2007 - 2008
Sony Entertainment Television April 2006 - November 2006
NBC Universal August 2003 - April 2006
Skills
Avid, Final Cut Pro, Video Production, Avid Media Composer, Broadcast, Television, Post Production, Video Editing, Video, Editing, Producing, Commercials, Social Media, Broadcast Television, Camera, Reality, HD Video, Entertainment, Film
Education
Seton Hall University 1990 — 1994
BA, Communications
The Good Steward Group LLC May 2015 - Present
Ignite - Turning Energy into Income December 2010 - Present
Philadelphia Insurance Companies March 2008 - Present
The Good Steward Group LLC October 2006 - Present
Sharon Baptist Church 2005 - Present
Friends of Alicia Burbage (3rd District-Phila. City Council) January 2011 - May 2011
Friends of Judge John Younge 2007 - 2008
Wachovia, A Wells Fargo Company 2005 - 2007
Prudential Financial 2004 - 2005
The Vanguard Group 2000 - 2003
Skills
Customer Service, Insurance, Banking, Political Campaigns, Church, Leadership, Outlook, Investments, Marketing, Church Events, Microsoft Word, Public Speaking, Microsoft Office, Management, Team Building, Strategic Planning, Accounts Receivable, Microsoft Excel, Leadership Development, Property & Casualty..., Risk Management, Event Planning
Education
University of Pennsylvania - The Wharton School 1990 — 1991
n/a, Business Administration
Temple University 1983 — 1984
n/a, Engineering
HS Engineering & Science 1979 — 1983
Diploma, General Studies
Fulton Financial Corporation September 2015 - Present
Vanguard June 2014 - September 2015
Vanguard March 2012 - June 2014
The Vanguard Group July 2010 - March 2012
Centropy Group December 2009 - July 2010
Temple University January 2007 - January 2010
Philadelphia District Attorney's Office September 2007 - May 2008
Skills
FINRA, Mutual Funds, Retirement Planning, Personal Finance, Series 6, 401k, Series 7, Investments, Intellectual Property, Compliance, SharePoint, Project Management, Relationship Management, Series 63
Education
Widener University School of Law 2012 — 2014
Masters of Jurisprudence in Business and Corporate Law, Banking, Corporate, Finance, and Securities Law
Temple University 2006 — 2010
Double Major-Political Science/Pre-Law
PwC July 2013 - Present
PwC July 2011 - June 2013
PwC September 2008 - June 2011
The Vanguard Group May 2007 - August 2007
Skills
Management Consulting, Business Process..., Business Analysis, Process Improvement, Business Strategy, Procurement, Strategic Sourcing, Global Sourcing, Data Analysis, Spend Analysis, Private Equity, Leveraged Procurement, Access Database, SQL, Access, Management, Business Transformation, Change Management, Consulting, Financial Analysis, Analysis
Education
Temple University 2003 — 2008
Bachelor of Science, Information Science and Technology
Temple University 2003 — 2008
Bachelor of Arts (B.A.), Broadcasting, Telecommunications, & Mass Media
Haverford Senior High School 1999 — 2003
Vanguard July 2013 - Present
Vanguard July 2011 - July 2013
Vanguard 2004 - July 2011
The Vanguard Group February 2000 - February 2004
Skills
Process Improvement, Data Analysis, Business Analysis, Change Management, Project Management, Visio, Six Sigma, Microsoft Excel, Analysis, Leadership, Management, Strategy, Business Process, Training, Product Management, Financial Services
Education
Suffolk County Community College 1993 — 1995
Associate of Science (A.S.), Accounting
Berkshire Hathaway HomeServices Fox & Roach, Realtors 2014 - Present
The Vanguard Group 2000 - 2005
CitiGroup 1998 - 2000
Education
Temple University 1993 — 1997
Bachelor's degree, Double major: Finance & International Business Administration
The Vanguard Group
Skills
Equities, Mutual Funds, Investments, Portfolio Management, Asset Allocation, Asset Management, Bloomberg, Securities, ETFs, Financial Analysis
Education
Shippensburg University of Pennsylvania 1988 — 1992
BSBA, Finance, General
EPAM Systems February 2013 - Present
David's Bridal February 2009 - February 2013
The Vanguard Group October 2008 - December 2008
NetPlus Marketing November 2007 - August 2008
Calkins Media Incorporated September 2006 - November 2007
Skills
Web Analytics, Analytics, Marketing, SEM, Google Analytics, WebTrends Analytics, Interactive Marketing, Digital Marketing, Omniture, Mobile Marketing, Conversion Optimization, Email Marketing, Online Advertising, Photoshop, PPC, Google Adwords, Graphic Design, Lead Generation, SEO, Advertising, Microsoft Excel, Coremetrics Analytics, Analysis, Digital Strategy, A/B Testing, Adobe Analytics, Adobe Marketing Cloud, Behavioral Targeting, Competitive Analysis, CRM, Customer Acquisition, E-commerce, E-commerce Optimization, Market Research, Marketing Strategy, Multi-channel Marketing, Multivariate Testing, Regression Analysis, Strategy, Strategic Consulting, Social Media Measurement, Qualitative Research, Quantative Analysis, Data-driven Decision..., Data-driven Marketing, Strategic Marketing..., Personalization, Data Integration, Survey Research
Education
Temple University
B.A. in Communications, Advertising
US Airways April 2001 - Present
MetLife April 2014 - October 2014
LPL May 2008 - July 2013
E*TRADE Financial April 2006 - May 2008
TIAA-CREF August 2004 - February 2006
Coldwell Banker United May 2003 - May 2004
The Vanguard Group September 1998 - May 2003
Skills
Investments, Series 63, Series 7, Retirement, Asset Managment, Financial Services, Mutual Funds, Securities, Insurance, Portfolio Management, Strategic Financial..., Employee Benefits, Equities, Fixed Annuities, Customer Service, FINRA
Education
UNC Charlotte 1995 — 1997
Bachelor of Arts (B.A.), Communication, General
Southern Illinois University, Carbondale 1992 — 1993
The Vanguard Group DesignerPower Design1998 - 2000
Education
Temple University 1991 — 1996
BFA, GAD
Tyler School of Art 1991 — 1996
BFA, GAD
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
MetLife June 2014 - Present
SagePoint Financial April 2013 - May 2014
Lincoln Financial Group July 2011 - April 2013
Investment Professionals, Inc. October 2006 - July 2011
UVEST Financial Services October 2005 - October 2006
Bank of America October 2001 - October 2005
THE VANGUARD GROUP January 2000 - January 2001
Skills
Banking, Recruiting, Business Development, Negotiation, Public Speaking
Education
Temple University 1998 — 2000
Master of Education, Counseling Psychology
University of North Carolina at Charlotte 1994 — 1998
Bachelor of Science, Psychology
The Vanguard Group 2008 - Present
The Vanguard Group 2005 - 2008
The Vanguard Group 2001 - 2004
Merrill Lynch 1999 - 2001
Skills
Series 7, Series 63, Series 6, Securities, Mutual Funds, Management, Investments, Financial Services, Employee Benefits, CRM, 401k
Education
Susquehanna University 1995 — 1999
William Tennent High School 1992 — 1995
Dealer Dominance 2006 - Present
CMP Development Group January 2004 - Present
The Vanguard Group May 1994 - November 2004
Skills
Sales, Customer Service, New Business Development, Web Marketing, Customer Retention, Mobile Marketing, Account Management, Marketing Communications, Customer Satisfaction, Mobile Devices, Advertising, Marketing Strategy, Trading, Sales Management, Marketing, Selling, Program Management, Social Media Marketing, Online Advertising, Email Marketing, Process Improvement, Strategic Planning, CRM, Social Media, Management, Sales Process, Entrepreneurship, Online Marketing
Education
Temple University 1985 — 1990
BA, Marketing/Risk Management
Morgan Stanley Smith Barney November 2011 - Present
The Vanguard Group September 2010 - April 2012
Vanguard November 2009 - September 2010
Enterprise Rent-A-Car May 2009 - November 2009
Ameriprise Financial Services, Inc. August 2008 - October 2008
Skills
Finance, Equities, Mutual Funds
Education
Temple University 2004 — 2008
BBA, Finance/ Real Estate
Nationwide Investment Management July 2013 - Present
Nationwide Financial August 2011 - Present
Mogan Stanley December 2007 - August 2011
The Vanguard Group January 2005 - November 2007
Quaker Chemical 1997 - 2005
Vanguard 1990 - 1991
Skills
Financial Modeling, Finance, Investments, Forecasting, Business Planning, Start-ups, Mutual Funds, Business Development, Management, Strategic Planning, Leadership, Hedge Funds, Investment Management
Education
Widener University 2001 — 2004
MBA, Finance
Temple University 1992 — 1997
BS, Health Sciences
Saint James 1988 — 1992
Church & Dwight, Co., Inc. January 2015 - Present
Mars August 2014 - January 2015
Mars August 2013 - August 2014
Mars August 2012 - August 2013
Del Monte Foods June 2011 - August 2011
Compass Group North America August 2008 - November 2009
FactSet Research Systems January 2007 - August 2008
The Vanguard Group January 2006 - January 2007
Skills
Management, Financial Analysis, Financial Modeling, Competitive Analysis, Strategy, Marketing Strategy, Cross-functional Team..., Market Research, Strategic Planning, Business Strategy, Data Analysis, Leadership Development, Analytics, Corporate Finance, Valuation
Education
University of Southern California - Marshall School of Business 2010 — 2012
MBA
Swarthmore College 2001 — 2005
McCloskey Partners 2006 - Present
Physicians Endoscopy September 2002 - February 2007
Nutrisystem 1999 - 2002
Ferag Americas 1998 - 2000
The Vanguard Group 1996 - 1998
Skills
Compensation Structure..., Team Management, Employee Relations, Executive Search, Human Resources, Background Checks, Payroll, Talent Management, Leadership Development, Recruiting, Compensation Structures, HRIS, Benefits Analysis, Training, Temporary Placement, Career Development, Strategy, Leadership, Employee Benefits, Management, Employment Law, HR Policies, Interviews, CRM, Entrepreneurship, HR Consulting, Employee Engagement, Change Management, Resume Writing, Succession Planning, Public Speaking, Talent Acquisition, Career Counseling, Team Building, Strategic Planning
Education
Temple University
Bachelors, Human Resources
Towers Watson April 2015 - Present
Rob Simons Consulting August 2010 - April 2015
Mercer April 2012 - April 2013
The PFE Group May 2011 - April 2012
New York Life Investments November 2003 - December 2010
NYLIM March 2003 - November 2003
Fidelity Investments November 2000 - October 2002
The Vanguard Group September 1997 - November 2000
Skills
Defined Benefit, Pensions, Defined Contribution, 401k, 403 b, Retirement, Retirement Plan..., Employee Benefits, ERISA, Financial Services, Mutual Funds, Investments, Securities, Investment Advisory, Asset Management, Pension Funds, Relationship Management, Cross-functional Team..., Consulting, Management
Education
Syracuse University 1984 — 1987
BA
State Street October 2013 - Present
BlackRock 2008 - 2012
The Vanguard Group 2005 - 2008
Morgan Stanley 2000 - 2005
SSB Citi Asset Management 1998 - 2000
Smith Barney 1996 - 1998
Bonnie White Uniforms 1992 - 1996
IBM 1989 - 1992
Skills
Series 7, Series 63, Series 65, Sales, ETFs, Equities, Fixed Income, Indexing, Index Funds, Mutual Funds, Separately Managed..., Alternative Investments, Structured Products, Unit Trusts, Capital Markets, Investments, Asset Managment, Investment Management, Portfolio Management, Investment Advisory, Financial Advisory, Wealth Management, Financial Services, High Net Worth..., Relationship Management, Territory Management, Institutional Sales, Consulting, Business Development, CIMA, Asset Allocation, Brokerage, Sales Execution, Innovation, FINRA, Hedge Funds, Asset Management, Securities, Finance, Investment Banking, Investment Strategies, Equity Research, Wealth, Bonds, Wealth Management..., Bloomberg, Financial Markets
Education
Southern New Hampshire University
B.S., Cum Laude
Stanford University Graduate School of Business
University of Pennsylvania - The Wharton School
CIMA ®
Siena College November 2008 - Present
The Vanguard Group July 2006 - November 2008
Education
Siena College 2001 — 2006
Marketing/ Management
Genesys Telecommunications May 2012 - Present
Genesys Telecommunications September 2007 - May 2012
NCO Financial Systems April 2007 - August 2007
Mediu LLC July 2006 - April 2007
The Vanguard Group December 2001 - July 2006
The Vanguard Group December 2000 - December 2001
The Vanguard Group June 1996 - December 2000
The Vanguard Group January 1994 - June 1996
The Vanguard Group February 1992 - January 1994
Skills
Customer Relations, Team Building, Risk Mitigation, Escalation Management, Call Center, IVR, Genesys, Customer Satisfaction, PBX, Avaya, VoIP, Vendor Management, Workforce Management, Telecommunications, CTI, Integration, Telephony, Cisco, Business Analysis, ACD, Customer Experience, Visio, IP, Project Planning, Program Management, Unified Communications, TCP/IP, Software Project..., Contact Centre, Testing, MS Project, Team Leadership, SIP, Pre-sales, Disaster Recovery, Outsourcing, Solution Design, SaaS, Requirements Analysis, Troubleshooting, Cross-functional Team..., Team Management, Software Development, Process Improvement, People Management, Routing, Problem Solving, Customer Service, Contact Centers, CRM
Education
Shippensburg University of Pennsylvania 1987 — 1991
Bachelor of Science (B.S.)
Independent Contractor April 2008 - Present
Independent Contractor 2008 - Present
Fujitsu Consulting Canada January 2007 - March 2008
The Vanguard Group 2005 - 2006
Eaton Electrical 1998 - 2006
FedEx Ground September 1996 - February 1998
Skills
Cognos, BIRT, PL/SQL, Microstrategy, Visual C++, BI Publisher, J2EE, Data Modeling, SQL, Crystal Reports, C++, ETL, T-SQL, JavaScript, Java, Business Intelligence, Data Warehousing, SSRS
Education
Slippery Rock University of Pennsylvania 1986 — 1991
B.Sc., Computer Science/Biology
SunGard Financial Systems September 2014 - Present
SunGard Financial Systems January 2012 - Present
ING 2004 - January 2012
ING 1999 - 2004
The Vanguard Group 1993 - 1999
Nike, Inc 1985 - 1993
Sperry 1983 - 1985
Skills
CISSP, Risk Management, Sarbanes-Oxley, GLBA, Data Privacy, DB2, SQL, Oracle, Information Architecture, System Design, Security Management, Information Security..., Database Administration, Computer Security, Visual Basic, Capacity Planning, SDLC, Risk Mitigation, Operational Risk, Legal Issues, Access Control, Encryption, XML, SharePoint, Business Continuity, Solution Design, ISO 27001, Information Security..., PCI DSS, Security, Access, Enterprise Risk..., Security Awareness, LotusScript, Data Security, HIPAA, Risk Assessment, Mediation, FFIEC, Team Leadership, Solution Architecture, SSAE 16, Information Security, IT Audit, CISM, Vulnerability Assessment, Business Analysis, Penetration Testing, Vulnerability Management, Information Technology
Education
State University of New York College at Buffalo
BS, Magna Cum Laude
The Vanguard Group 2013 - 2013
The Vanguard Group 2011 - 2013
The Vanguard Group 2009 - 2011
The Vanguard Group 2007 - 2009
Massimino Building Corp. 2003 - 2007
Merrill Lynch 1995 - 2000
Merrill Lynch 1993 - 1995
Merrill Lynch December 1990 - 1993
Merrill Lynch 1989 - 1990
Skills
Finance, Analysis, Strategy, Cross-functional Team..., Financial Analysis, Start-ups, Business Planning
Education
Swarthmore College
B.A. with Honors in Economics and Political Science
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA), Finance with a concentration in Decision Sciences
Vanguard March 2015 - Present
The Vanguard Group June 2010 - Present
The Vanguard Group 2008 - 2010
Corning Incorporated 2000 - 2002
University of Houston 1997 - 1998
Skills
Business Strategy, Business Intelligence, Project Management, Financial Modeling, Financial Analysis, Strategic Financial..., Financial Services, Asset Allocation, Mutual Funds, Strategic Thinking, ETFs, Problem Solving, Sales Effectiveness, Marketing Effectiveness, Process Improvement, Financial Planning, Risk Management, Business Analysis
Education
Temple University - Fox School of Business and Management
MBA
University of Florida
Ph.D.
Seoul National University
M.S.
Arts Guild of Sonoma 2011 - Present
Tornetta Cellars February 2010 - Present
Nason Construction June 2003 - January 2010
Scotland, United Kingdom January 2002 - December 2002
The Cobalt Group January 2000 - December 2001
The Vanguard Group 1997 - 1999
O'Neil Delrosso 1995 - 1996
Devon Direct 1990 - 1995
Freelance Graphic Design & Production 1982 - 1989
Skills
Marketing, Advertising, Team Building, Strategic Planning, Contract Negotiation, Project Planning, Marketing Communications, Budgets, Art, Brand Development
Education
Sonoma State University 2010 — 2012
Wine Business Institute
West Chester University of Pennsylvania 1978 — 1982
B.A., Art
Human Resource Certification Institute
SPHR certification
Cisco Systems March 2015 - Present
Ingram Micro August 2012 - Present
Ingram Micro June 2008 - August 2012
Ingram Micro September 2004 - June 2008
Ingram Micro April 2003 - September 2004
Ingram Micro March 2000 - March 2003
Ingram Micro October 1995 - March 2000
The Vanguard Group October 1993 - July 1995
Skills
Managed Services, Cloud Computing, Partner Management, Channel, Strategy, Vendor Management, Cisco Technologies, Leadership, Channel Partners, Account Management, Virtualization, Business Development, Solution Selling, Sales Enablement, Strategic Partnerships, Product Management, Unified Communications, Go-to-market Strategy, Data Center, Salesforce.com, SaaS, Product Marketing, Multi-channel Marketing, Demand Generation, Sales Management
Education
University at Buffalo 1987 — 1990
MA, History
State University of New York College at Fredonia 1983 — 1987
BA, History
Emanuel Lutheran Church 2008 - 2009
Eastern University 2005 - 2008
Coalition of Cancer Cooperative Groups 2002 - 2005
ProStaff, Inc. 2002 - 2002
The Vanguard Group 1996 - 2001
Cardiac Datacorp 1983 - 1996
Skills
Training, Public Speaking, Leadership, Nonprofits, Non-profits, Event Planning, Program Management, Strategic Planning, Event Management
Education
Temple University
BA
National Philanthropic Trust April 2013 - Present
Merrill Lynch November 2011 - March 2013
Vanguard Charitable Endowment Program July 2011 - November 2011
Vanguard Charitable Endowment Program May 2009 - July 2011
Vanguard Charitable Endowment Program August 2007 - April 2009
The Vanguard Group May 2007 - July 2007
Citizens Bank November 2005 - May 2007
Skills
Non-profits, Marketing Communications, Project Management, Coaching, Team Building, Project Planning, PowerPoint, Public Speaking, Salesforce.com, Nonprofits, Advertising, Email Marketing, Sales, Public Relations, CRM, Customer Service, Event Planning, Philanthropy, Social Networking, Social Media, Fundraising
Education
Temple University
Bachelor of Arts (B.A.), Broadcasting, Telecommunications & Mass Media
Capital Analysts/Lincoln Investment 2002 - Present
Lincoln Investment Planning March 1999 - 2002
The Vanguard Group 1997 - 1999
The Vanguard Group 1996 - 1997
Budget Rent a Car 1994 - 1996
AGENCY RENT-A-CAR 1988 - 1994
Skills
Investments, Mutual Funds, Asset Management, Portfolio Management, Financial Services, Due Diligence, Asset Allocation, Financial Markets
Education
Temple University 1995 — 1998
MBA, Finance
University of Wisconsin-Madison 1982 — 1988
BS, Agricultural Journalism/Advertising
The Wharton School April 2014 - Present
Rosemont College September 2012 - April 2014
Rosemont College June 2011 - September 2012
Rosemont College July 2010 - May 2011
University of Pennsylvania August 2009 - July 2010
The Vanguard Group November 2007 - July 2009
The Vanguard Group October 2006 - November 2007
Skills
Higher Education, Alumni Relations, Event Planning, Fundraising, Public Relations, Event Management, Student Affairs, Volunteer Management, International Relations, Press Releases, Community Outreach, Newsletters, Marketing, Writing, Proofreading, Nonprofits, Social Media, Public Speaking
Education
University of Pennsylvania 2009 — 2010
M.S.Ed., Higher Education
Susquehanna University 2002 — 2006
B.A., Communications, French
Institute for American Universities 2004 — 2004
Pangea Wealth Management December 2012 - Present
CheckPoint HR May 2011 - September 2012
The Savino Financial Group/Northwestern Mutual 2008 - May 2011
AXA Advisors May 2007 - May 2008
The Vanguard Group September 2004 - April 2007
Skills
Deferred Compensation, Retirement Planning, 401k, High Net Worth..., Financial Analysis, Insurance, Strategic Planning, Retirement Plan..., Qualified Retirement..., Investment Management, Investment Strategies, Account Management, Investments, Financial Services, Risk Management, Employee Benefits, Securities, Pensions, Small Business, Series 7, Mutual Funds, Series 63, Disability Insurance, Fixed Annuities, Retirement, Financial Advisory, Strategic Financial..., Series 6, Wealth Management, Investment Advisory, Life Insurance, Asset Allocation
Education
Stockton University
Bachelor of Science, Finance
Janney Montgomery Scott LLC August 2008 - Present
SEI June 2007 - August 2008
The Vanguard Group January 2005 - August 2007
The Vanguard Group January 2000 - January 2005
Skills
Series 7, Series 6, Series 63, Mutual Funds, Investments, Financial Services, Retirement Planning, Retirement, Leadership, Marketing, Marketing Strategy, Wealth Management, Hedge Funds, Separately Managed..., Asset Allocation, Competitive Analysis, Product Management, ETFs, Social Media Marketing, Corporate Website..., Cash Management, Defined Contribution, Defined Benefit
Education
Shippensburg University of Pennsylvania 1989 — 1993
Garnet Valley HS
Goldman Sachs December 2013 - October 2014
JPMorgan Chase September 2011 - November 2013
Wisdom Keys Group May 2009 - August 2010
The Vanguard Group June 2007 - August 2008
Johnson & Johnson June 2006 - August 2006
Johnson & Johnson June 2005 - August 2005
Skills
Forecasting, Financial and Report..., Budgeting, Analysis, Microsoft Excel, Finance, Financial Analysis, Data Analysis, Financial Modeling, PowerPoint, Microsoft Office, Strategic Planning, Business Analysis, Foreacsting
Education
Temple University 2010 — 2011
Master of Science (MSc), Finance
University of Pittsburgh 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance
AutoTrader.com June 2013 - Present
InterContinental Hotels Group June 2010 - May 2013
Decision Support Technology December 2008 - May 2010
Mars, Incorporated October 2006 - December 2008
The Vanguard Group June 1999 - October 2006
Industrial Systems Associates, Inc. June 1998 - June 1999
United States Marine Corps Reserves November 1990 - October 1998
DecisionOne October 1997 - June 1998
Skills
Essbase, Business Intelligence, SQL, Hyperion Planning, Unix, Perl, Business Intelligence..., Databases, ETL, PL/SQL, Java, VBA, Data Warehousing, MDX, Business Performance..., Hyperion EPM, Perl Automation, Enterprise Performance..., Essbase BSO, Essbase ASO, Essbase calc scripts, Essbase Java API, Scala, Play Framework, JavaScript, Linux, Shell Scripting, EPMA, Calculation Manager, T-SQL, T-SQL Stored Procedures, EPM, Requirements Analysis, SDLC, Hyperion Enterprise, Integration, Business Analysis, Crystal Reports
Education
Temple University - Fox School of Business and Management 1997 — 1997
MBA, Finance
University of South Alabama 1995 — 1996
MBA graduate courses
Southern Federal University (former Rostov State University) 1994 — 1995
Russian Language and Literature
University of South Alabama 1991 — 1995
BA, Russian Language and Literature
SEI September 2005 - Present
Lockwood Financial Services 1997 - 2005
The Vanguard Group 1996 - 1997
Prudential Financial 1995 - 1996
Skills
Mutual Funds, ETFs
Education
Shippensburg University of Pennsylvania 1991 — 1995
Bachelor of Science, Public Administration
The Vanguard Group November 2013 - Present
Vanguard July 2011 - November 2013
Vanguard September 2008 - July 2011
AXA Advisors April 2005 - June 2008
Skills
Mutual Funds, ETFs, Series 63, Investments, Retirement, Retirement Planning, Wealth Management, Strategic Financial..., Asset Management, Equities, Financial Markets, Portfolio Management, Series 6, Series 7, Variable Annuities, Fixed Annuities
Education
Syracuse University 2000 — 2004
Bachelor of Arts (B.A.), Political Science and Government
The Vanguard Group June 2011 - Present
Witmer Public Safety Group, Inc June 2008 - June 2011
Skills
Responsive Web Design, Web Accessibility, HTML, CSS, JavaScript, jQuery, AngularJS, AJAX, YUI, PHP, Video Games, Animation, Game Design, Graphic Design, ActionScript, Java, Flash, Maya, Game Development, 3D Modeling, ColdFusion, SQL, Unix, ASP, 3D Studio Max, Mudbox, ZBrush, Unreal Engine, Unity3D, Torque Game Engine, Android Development, VBA, Lua, HTML5
Education
Savannah College of Art and Design 2003 — 2007
BFA, Interactive Design and Game Development
Larson Financial 2013 - Present
The Vanguard Group 2011 - 2013
ING 2008 - 2011
Scottsdale Healthcare 2007 - 2008
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Mutual Funds, Risk Management, Customer Service, PowerPoint, Strategic Planning, Budgets, Team Building, Microsoft Word, Outlook, Process Improvement, Investments, Project Management, Series 63, Series 7, Public Speaking, Financial Accounting, Leadership Development, Business Development, International Tax, Tax, Tax Accounting, Financial Reporting, Operational Risk..., Trade Compliance, Bonds, Equities, Equity Valuation, Equestrian, New Business Development, Interest Rate..., Derivatives, High Yield Bonds, Corporate Social..., Corporate Finance, Capital Markets, Web Analytics, Pricing, Business Valuation, Strategic Financial...
Education
University of California, Los Angeles
American Jewish University
The George Washington University
Scottsdale Community College
Iyengar Yoga
Bank of America June 2014 - Present
Bank of America November 2012 - Present
Bank of America August 2009 - Present
Ajilon Consultants January 2009 - August 2009
Signature Consultants March 2008 - October 2008
THE VANGUARD GROUP September 2000 - March 2008
DUKE ENERGY August 1998 - September 2000
BANK OF AMERICA May 1997 - July 1998
FIRST UNION CORPORATION August 1994 - May 1997
First Data Corporation June 1993 - July 1994
Skills
Risk Management, Quality Assurance, Process Improvement, Vendor Management, Software Documentation, Agile Methodologies, Integration, Leadership, Program Management, CRM, ITIL, SharePoint, MS Project, Testing, PMO, Project Management, Software Development, Unix, Analysis, Management
Education
University of Phoenix MBA Program 2005 — 2007
Master of Business Administration (MBA), Information Technology Project Management
South Carolina State University
BS, Computer Science
Premier, Inc September 2013 - Present
Premier, Inc January 2012 - September 2013
Premier, Inc. April 2011 - June 2012
Premier, Inc. May 2008 - July 2011
The Vanguard Group October 2006 - May 2008
The BonTon Stores, Inc June 2006 - July 2007
Education
Susquehanna University 2001 — 2005
Wake Forest University School of Business
MBA Candidate
Ephrata High School
Bed Bath and Beyond November 2013 - Present
Fragomen, Del Rey, Bernsen & Loewy July 2012 - May 2013
PennDOT (Pennsylvania department of Transportation) February 2011 - July 2012
Exelon Corporation September 2010 - December 2010
Durkan Consulting Group June 2004 - August 2010
DuPont Engineering September 2004 - January 2005
The Vanguard Group March 2004 - July 2004
Computer Sciences Corporation (CSC) January 2001 - February 2004
Skills
Lotus Domino, Lotus Notes, Web Applications, HTML, Requirements Analysis, Testing, Software Development, Visio, Microsoft SQL Server, JavaScript, AJAX, Java, XML, SQL, Databases, Software Documentation, Oracle, DB2, SDLC, Security, SEO, Lotus, CRM, Process Improvement, Integration, Software Project..., Business Analysis, Systems Analysis, Enterprise Architecture, Crystal Reports, Visual Basic, Business Intelligence, Messaging, Agile Methodologies, IIS, Web Services, Requirements Gathering, Web Development, SOA
Education
Shippensburg University of Pennsylvania 1988 — 1992
Bachelor of Arts (BA), Spanish Language and Literature
FedEx Services September 2015 - Present
FedEx June 2013 - September 2015
Wepwo 2014 - July 2015
Fogelman College of Business, University of Memphis August 2011 - May 2013
FedEx August 2011 - May 2013
The Vanguard Group April 2010 - July 2011
Vanguard September 2008 - April 2010
Skills
Microsoft Excel, Microsoft Office, Marketing, Customer Service, Product Marketing, Segmentation, E-commerce, Retail, PowerPoint, Market Research, Microsoft Word, Social Media, Marketing Strategy, Outlook, Leadership, Public Speaking, Team Leadership, Research, Social Media Marketing
Education
The University of Memphis 2011 — 2013
Master of Business Administration (M.B.A.)
Susquehanna University 2004 — 2008
Business Admin, Marketing and Finance
Susquehanna University 2004 — 2008
BS, Marketing and Finance
Vanguard January 2013 - Present
Vanguard January 2012 - Present
Vanguard January 2008 - Present
The Vanguard Group December 2000 - Present
Skills
Vendor Management, Strategic Planning, Business Analysis, Strategy, IT Strategy, Business Intelligence, Business Strategy, Marketing, Project Management, Architectures, Enterprise Architecture, Integration, Software Project..., Product Management, B2B, IT Management, E-commerce, New Business Development, Management Consulting, Project Planning, Cloud Computing, Risk Management, Leadership, Requirements Analysis, Cross-functional Team..., Analysis, Competitive Analysis, Agile Project Management, Business Development, Architecture, Outsourcing, Analytics, Program Management, Change Management, Financial Services, SDLC, Agile Methodologies, Business Process..., Management, SaaS, Consulting, Software Development, Project Portfolio..., Marketing Strategy, Online Advertising
Education
University of Pennsylvania 2004 — 2008
EMTM
Sri Venkateswara University 1988 — 1992
B.Tech
Govt Jr. College
Glenmede November 2010 - Present
SEI October 2004 - November 2010
SEI December 2000 - October 2004
The Vanguard Group January 1997 - December 2000
Skills
Strategic Communications, Marketing, Financial Services, Marketing Strategy, Program Management, Social Media Marketing, CRM, Cross-functional Team..., Strategy, Competitive Analysis, Integrated Marketing, SEO, Strategic Planning, Market Research
Education
Syracuse University 1992 — 1996
Bachelor of Science (BS), Public Relations, Advertising, and Applied Communication
Great Valley High School 1989 — 1992
Diploma
The Vanguard Group June 2007 - Present
Samba Pizza January 1998 - Present
Health Partners 2000 - 2002
Education
Temple University 1987 — 1992
Bachelor of Business Administration, Human Resources/ Risk Management and Insurance
The Vanguard Group July 2004 - Present
Skills
Interaction Design, Information Architecture, Wire Framing, User-centered Design, User Interface Design, User Experience, jQuery, Wireframes, CSS3, XHTML, HTML 5, Graphic Design, Logo Design, Web Design, User Experience Design, Mobile Design, User Interface, CSS
Education
Temple University 2000 — 2004
Temple University 2000 — 2004
BFA, Graphic Design
Tyler School of Art 2000 — 2004
BFA
Suitland High
John Wiley and Sons 1997 - Present
The Vanguard Group March 1997 - April 2011
Vanguard 1997 - 2011
Warren, Gorham & Lamont 1986 - 1997
Matthew Bender 1984 - 1986
Arthur Andersen & Co. 1982 - 1984
Skills
Copywriting, Newsletters, Editing, Publications, Proofreading, Editorial, Publishing, Books, Freelance Writing, Strategic Planning, Content Development, Copy Editing, Online Publishing, Content Strategy, Marketing, Content Management, Financial Modeling, Feature Articles, Research
Education
UCLA Anderson School of Management 1980 — 1982
Stanford University
Vanguard June 2013 - Present
The Vanguard Group May 2011 - June 2013
The Vanguard Group May 2008 - May 2011
Fidelity Investments 2007 - 2008
ExcellerateHRO March 2005 - April 2007
Towers Perrin 1996 - 2005
Skills
SDLC, Business Analysis, Requirements Analysis, Vendor Management, Requirements Gathering, Agile Methodologies, Leadership, PMO, PMP, Project Management
Education
Temple University 1989 — 1993
The Vanguard Group December 2010 - Present
The Vanguard Group December 2007 - December 2010
LiquidHub June 2006 - December 2007
DVFS March 2001 - June 2006
Reliance Surety December 1997 - March 2001
DVFS October 1994 - December 1997
Minigraph Inc 1985 - 1994
Skills
Agile Methodologies, Process Improvement, Requirements Gathering, SDLC, SQL, Software Project..., Sports
Education
Spring Garden College 1986 — 1990
BS, Electronic Engineering
The Vanguard Group December 2009 - Present
The Vanguard Group April 2008 - December 2009
The Vanguard Group October 2002 - April 2008
The Vanguard Group January 1999 - October 2002
PECO Energy January 1991 - January 1997
Education
Temple University 1987 — 1991
Bachelor's degree
Coatesville Area Senior High 1985 — 1987
OppenheimerFunds, Inc. April 2010 - Present
Vanguard November 2005 - April 2010
The Vanguard Group November 2005 - April 2010
SEC -- Philadelphia Office January 2003 - October 2005
US Securities and Exchange Commission 2002 - 2005
Dechert LLP June 1985 - December 2002
Willkie Farr & Gallagher August 1982 - June 1985
Skills
Mutual Funds, Hedge Funds, Mergers & Acquisitions, Securities Regulation, Investments, Mergers, Legal Research, Securities, Investment Management, Mediation, Trials, Commercial Litigation, Corporate Law, Corporate Finance, Intellectual Property, Leadership, Fraud, Corporate Governance, Litigation, Bankruptcy, Arbitration
Education
University of Pennsylvania Law School 1979 — 1982
JD, Law
Swarthmore College 1975 — 1979
BA, Philosophy, English
Mutual of America December 2012 - Present
Wells Fargo Bank May 2005 - February 2012
Wells Fargo 2005 - February 2012
MassMutual June 2004 - May 2005
PLANCO August 2002 - May 2004
The Hartford August 2002 - May 2004
Lord Abbett March 1999 - June 2001
The Vanguard Group August 1996 - January 1999
Skills
Retirement Planning, Separately Managed..., Investments, Marketing, Mutual Funds, Portfolio Management, Program Management, Strategy, Business Development, CRM, Finance, Relationship Management, Financial Services, Sales, Leadership, Management
Education
Saint Lawrence University 1992 — 1996
Bachelor of Arts (B.A.)
Sewickley Academy 1987 — 1992
Montgomery County Democratic Committee February 2013 - Present
The Vanguard Group March 1983 - February 2013
Montgomery County Democratic Women's Leadership Initiative 2008 - January 2013
Shapiro Richards for Montgomery County Commissioners July 2011 - November 2011
Borough of Norristown 2000 - 2005
Education
Temple University 1975 — 1977
BA, Radio Television and Film
The George Washington University 1973 — 1975
AA, Liberal Arts
The Vanguard Group 2008 - Present
EDS 2005 - 2008
EDS 2004 - 2005
Towers Perrin 2002 - 2004
Towers Perrin 1999 - 2002
Education
Temple University 1997 — 1999
MS, Management Information Systems
BNP Paribas November 2012 - Present
BNP Paribas May 2010 - November 2012
The Vanguard Group January 2009 - May 2010
Vanguard January 2008 - December 2008
Vanguard February 2007 - January 2008
Skills
OTC Derivative..., Hedge Fund Operations, Mutual Funds, Hedge Funds, Operations Management
Education
Southern Illinois University, Edwardsville 2004 — 2006
Bachelor's Degree, Finance and Economics
Vanguard May 2014 - Present
The Vanguard Group February 2007 - May 2014
Vanguard July 2012 - January 2013
The Vanguard Group December 2003 - February 2007
Vanguard January 1999 - February 2007
Vanguard November 1996 - January 1999
Citizens Bank March 1996 - November 1996
Skills
Mutual Funds, Project Management, Email Marketing, Dreamweaver, Relationship Management, Retirement, HTML, Financial Services, Retirement Planning, Asset Allocation, Data Privacy, Risk, Floral Design
Education
Shippensburg University of Pennsylvania 1990 — 1994
B.A., Communications/P.R.
Shippensburg University of Pennsylvania 1990 — 1994
Bachelor of Arts (B.A.), Communication, Journalism, and Related Programs
Vanguard February 1994 - Present
The Vanguard Group February 1994 - Present
VaLa Vineyards January 2009 - Present
Goss & Topp Advertising Agency January 1992 - January 1994
WTNH-TV January 1991 - January 1992
WTXX-TV Channel 20 January 1983 - January 1991
Skills
Video Production, Corporate Communications, Marketing Communications, Internal Communications, Corporate Branding, Branding & Identity, Advertising, Social Media, Management, Fitness Industry, Wineries, Event Planning, Content Strategy, Broadcast, Producing, Directing, Creative Direction, Strategic Planning, Webcasting
Education
Southern Connecticut State University 1980 — 1984
Baclor of Science, Corporate Communications, Marketing, Advertising and Broadcasting
South Windsor High School 1976 — 1980
High School, National Honor Society
The Vanguard Group July 2015 - Present
The Vanguard Group February 2014 - July 2015
The Vanguard Group January 2012 - February 2014
The Vanguard Group February 2009 - January 2012
The Vanguard Group October 2007 - February 2009
OppenheimerFunds June 1997 - August 2007
Education
University of Colorado 2004 — 2006
MBA
Syracuse University 1991 — 1995
BA, Economics
The Vanguard Group 1997 - 2008
Skills
Retirement, Series 63, Investments
Education
Thunderbird School of Global Management 1990 — 1991
Master of International Management, International Finance/European Integration
Syracuse University 1985 — 1990
Bachelor of Science, Finance/Economics
The Vanguard Group December 2007 - Present
Education
Syracuse University 1999 — 2002
The Vanguard Group January 2012 - Present
Vanguard June 2006 - December 2011
Siemens Medical Solutions 2004 - 2005
Department of Environmental Protection 1999 - 2002
Skills
Information Security, Computer Security, Application Security, Security, Security Architecture..., Information Security..., Web Application Security, Vulnerability Management, Risk Management, Security Awareness, Enterprise Architecture, CISSP, Vulnerability Assessment, Network Security, Penetration Testing, Mobile Security, Unix, IT Audit, Security Assessments, eGRC
Education
Villanova University 2003 — 2005
MS, CS
Shippensburg University of Pennsylvania 1999 — 2001
BS, CS
Cipperman Compliance Services, LLC February 2014 - Present
The Vanguard Group July 2013 - January 2014
The Vanguard Group November 2010 - June 2013
The Vanguard Group December 2006 - October 2010
The Vanguard Group July 2004 - November 2006
The Vanguard Group April 1999 - June 2004
Skills
FINRA, Series 24, Series 7, Securities Regulation, SEC, Mutual Funds, Alternative Investments, Compliance, FINRA Advertising..., Ski Instructor, Level 1..., Building Relationships, Finance, Investments, Securities, Series 63, Investment Advisory, Financial Services
Education
Syracuse University, S.I. Newhouse School of Public Communications 1988 — 1990
Master of Professional Studies, Communications/Business
Syracuse University College of Law 1987 — 1990
J.D.
University of Rochester 1982 — 1986
BA, History
Commonwealth School 1978 — 1982
Tyler Technologies December 2014 - Present
Communities In Schools of Philadelphia September 2003 - December 2013
The Vanguard Group May 1999 - November 2002
Wyeth Pharmaecuticals 1996 - 1999
Skills
Program Management, Windows, Fundraising, Non-profits, Leadership Development, Nonprofits, Microsoft Office, Teaching, Staff Development, Project Management, Access, Grant Writing, Microsoft Excel, Public Speaking, Event Planning, Active Directory, Management, Community Outreach, System Administration, SDLC, Leadership, Higher Education, Strategic Planning, IT Operations Management, Team Building, Great Motivator, Research, Data Analysis, Team Leadership
Education
Temple University 1984 — 1990
Bachelors of Science, Physical Ed and Athletic Training
William Penn High School
TAPFIN-ManpowerGroup Solutions October 2014 - Present
TAPFIN-ManpowerGroup Solutions September 2013 - Present
TAPFIN Process Solutions April 2011 - September 2013
Adecco November 2008 - April 2011
The Vanguard Group February 2008 - November 2008
Toyota Financial Services January 2006 - February 2008
eTelecare Global Solutions 2003 - 2006
Skills
Applicant Tracking..., Talent Acquisition, Staffing Services, Workforce Planning, Human Resources, Screening Resumes, Permanent Placement, Internet Recruiting, Temporary Placement, Training, Technical Recruiting, Talent Management, Sourcing, College Recruiting, Onboarding, Account Management, Contract Recruitment, Recruiting, Management, Employee Relations, Interviews, Temporary Staffing, Screening, Executive Search, Benefits Negotiation
Education
Scottsdale Community College 2004 — 2007
AA, Business
Lorelei Judaic Designs November 2003 - Present
Thomas F. Barrett, Inc. July 2001 - Present
Mental Health Assn. of Montgomery County September 1999 - February 2001
Thomas F. Barrett, Inc. August 1993 - September 1999
Towers Perrin July 1986 - December 1990
The Vanguard Group January 1985 - July 1986
Education
Temple University 1984 — 1986
BA, journalism, political science
The University of Georgia 1979 — 1983
journalism, political science
The Vanguard Group December 2000 - Present
The Vanguard Group 2005 - 2008
The Vanguard Group 1999 - 2008
DA Consulting Group June 1998 - August 2000
Skills
E-Learning, Instructor-led Training, Captivate, ADDIE, Project Management, Performance Improvement, Training Delivery
Education
Temple University 1990 — 1994
EFI February 2008 - Present
Reed Construction Data February 2004 - January 2008
Accenture Technology Solutions February 2003 - February 2004
Silverpop February 2001 - December 2001
eQuorum July 2000 - July 2001
Cognotec March 2000 - January 2001
The Vanguard Group October 1998 - February 2000
Skills
Test Management, Quality Center, Agile Methodologies, Quality Assurance, Testing, QTP, Test Planning, Test Automation, LoadRunner, XML, System Testing, User Acceptance Testing, SDLC, Software Quality..., Test Cases, Unix
Education
University of Tennessee-Knoxville 1990 — 1993
Bachelor of Arts (B.A.), Economics
Southern Illinois University, Carbondale 1988 — 1990
The Vanguard Group
Skills
Microsoft Office, Microsoft Excel, Customer Service, Project Management, Microsoft Word, PowerPoint, Process Improvement, Strategic Planning, Team Building, Time Management
Education
Shippensburg University of Pennsylvania 1987 — 1991
Wells Fargo August 2010 - Present
First Niagara Bank August 2005 - August 2010
The Vanguard Group 1998 - 2005
Key Corp 1995 - 1998
Skills
Wealth Management, Mutual Funds, Asset Allocation, Series 7, High Net Worth..., Relationship Management, 401k, Financial Advisory, Portfolio Management, Investment Advisory, Wealth Management..., Securities, Credit, Retirement, Banking, Estate Planning, Investments, Retirement Planning, Series 63, Strategic Financial..., Investment Management, Fixed Income, Financial Services, Asset Management, Mortgage Lending, Private Banking, Investment Strategies, Alternative Investments, Financial Analysis, Financial Planners, Equities, Asset Managment, Wealth, Personal Trust..., Management
Education
State University of New York College at Plattsburgh 1981 — 1983
BS
Schenectady County Community College 1979 — 1981
AS
Vanguard February 2010 - Present
The Vanguard Group October 2006 - February 2010
Education
Academy of Medical Arts and Business 2004 — 2006
Associates, Business/Massage Therapy
Shippensburg University of Pennsylvania 2002 — 2004
The Vanguard Group September 2012 - Present
Vanguard May 2010 - September 2012
The Vanguard Group April 2006 - May 2010
Aetna January 1988 - March 2006
Skills
Auditing, Management, Forecasting, Data Analysis, Risk Management, Risk Assessment, Process Improvement, Financial Risk, Quality Assurance, Internal Audit, Project Management, Business Process..., Financial Analysis, Business Analysis
Education
Temple University 1988 — 1991
BA, Accounting
Microsoft Corporation September 2008 - Present
The Vanguard Group July 2007 - August 2008
Lucent Technologies 1990 - 1998
AT&T Bell Laboratories 1985 - 1997
AT&T 1979 - 1981
Education
San Diego State University-California State University 1969 — 1973
M.S., Experimental Psychology
The Vanguard Group January 2007 - Present
The Vanguard Group July 2004 - December 2006
The Vanguard Group May 2000 - July 2004
Education
Shippensburg University of Pennsylvania 1992 — 1996
BA, Communications/Journalism
The Vanguard Group April 2011 - Present
The Vanguard Group May 2007 - April 2011
The Vanguard Group August 2005 - April 2007
Education
Shippensburg University of Pennsylvania 1998 — 2003
Bachelor of Science (B.S.), Finance
Episcopal Academy 1983 — 1997
High School
Quest Diagnostics - Clinical Trials July 2013 - Present
Temple University June 2007 - Present
Quest Diagnostics - Clinical Trials June 2011 - June 2013
(Aerotek) Quest Diagnostics - Clinical Trials January 2009 - May 2011
The Vanguard Group June 2004 - February 2008
The Vanguard Group June 2006 - November 2006
GlaxoSmithKline May 2003 - August 2003
Comcast May 2002 - August 2002
Skills
Strategy, Management, Recruiting, Requirements Analysis, Training, Higher Education, Analytics, Project Management, Access, Cross-functional Team..., Leadership Development, CRM, Talent Acquisition, Performance Management, Onboarding, Microsoft Excel, Business Analysis, Business Requirements, Interviews, Salesforce.com, Employee Benefits, Employee Relations, PeopleSoft, Analysis, Staff Development, Call Center, Finance, Temporary Placement, HR Policies, Sales Presentations, Budgets
Education
Temple University 2004 — 2007
Masters, Adult and Organizational Development
Temple University 2000 — 2004
Bachelor of Business, Human Resources
Rubin, Fortunato & Harbison P.C. September 2008 - Present
Pepper Hamilton LLP August 2006 - September 2008
The Vanguard Group July 2002 - August 2003
Education
Villanova University School of Law 2003 — 2006
Juris Doctor, Law
Temple University 1998 — 2002
Bachelor of Arts, Political Science
Bishop McDevitt High School 1993 — 1997
Vanguard February 2015 - Present
The Vanguard Group January 2004 - February 2015
John Hancock 2001 - 2003
Skills
Insurance, Series 63, Retirement Planning, Retirement
Education
Shippensburg University of Pennsylvania 1996 — 2001
The Vanguard Group May 2012 - Present
Vanguard May 2007 - April 2012
Vanguard 1997 - 2010
Vanguard 1995 - 2007
Vanguard 1992 - 1995
Campbell Soup Company 1990 - 1992
Fleming Companies (Food Wholesaler) 1986 - 1990
Skills
SharePoint, Agile Methodologies, Change Management, Business Analysis, SDLC, Strategy, Requirements Analysis, Software Project..., Management, Software Development, Analysis, Testing, Process Improvement, SQL, Business Intelligence, Integration, Enterprise Architecture, Quality Assurance, Project Management, Scrum, IT Management, Requirements Gathering, IT Strategy, Agile Project Management
Education
Temple University 1982 — 1986
BBA:CIS, Business;major Computer Science
NASDAQ OMX October 2008 - Present
Philadelphia Stock Exchange September 2005 - October 2008
The Vanguard Group September 1999 - July 2003
Skills
Series 7, Project Management, Equities, Trading, Management, Integration, Options, Strategy, Leadership, CRM, Product Development, Risk Management, Analysis, Product Management, Portfolio Management, Financial Services, Marketing, Market Data
Education
Shippensburg University of Pennsylvania 1990 — 1994
Marketing, Business
Central Bucks East High School
Chiropractic and Wellness May 2013 - Present
State Line Chiropractic October 2009 - April 2013
The Vanguard Group 1990 - 2000
Skills
Whiplash, Sciatica, Headaches, Fitness, Pain Management, Wellness, Rehabilitation, Low Back Pain, Sports Injuries, Back Pain, Neck Pain, Holistic Health, Chiropractic, Training, Athletics, Wellbeing, Strength Training, Myofascial Release, Chronic Pain, Wellness Coaching, Physical Therapy, Active Release, Spine, Injury, Musculoskeletal
Education
Southern California University of Health Sciences 2003 — 2006
DC, Chiropractic
Villanova University
AyalSoft Inc 2005 - Present
Stelex/Johnson & Johnson 2001 - 2005
RightFreight.com 2001 - 2001
The Vanguard Group 1997 - 2000
Lockheed Martin 1996 - 1996
Various Companies 1988 - 1996
Education
Temple University 1995 — 1996
BS, Computer and Information Science, Chemistry
Kharkov University 1986 — 1990
MS equivalent, Mathematics, CIS
TIAA-CREF November 2012 - Present
The Vanguard Group September 2005 - November 2012
Skills
Project Management, Financial Services, Process Improvement, SDLC, Relationship Management, Business Analysis, Strategic Financial...
Education
University of Phoenix 2006 — 2008
Master of Business Administration (MBA), Business Administration, Management and Operations
South Carolina State University 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Cardinal Spellman High School
The Vanguard Group December 1999 - Present
Lockheed Martin Corp. June 1989 - December 1999
Skills
Unix, SQL, SDLC, Agile Methodologies, HP Exstream, ANSI C, ADF 2.0, Integration
Education
Spring Garden College 1986 — 1989
BS, Computer Engineering
The Vanguard Group Photographer, manager, ownerAbraxas Studios1988 - Present
Education
Grosvenor Institute 1987 — 1989
Masters, Applied Logic
Temple University 1981 — 1985
Bachelors, Radio-Tevevision-Film
Wells Fargo April 2013 - Present
The Vanguard Group March 2000 - April 2013
Skills
Agile Methodologies, SDLC, Unix, Oracle, SQL, Java, Software Project..., Requirements Analysis, Agile Project Management, Java Enterprise Edition, XML
Education
Strayer University 2004 — 2006
MBA, Finance
University of South Alabama 1994 — 1998
BS, Computer Science
The Vanguard Group editorWolters Kluwer2002 - 2006
TV Guide Magazine 1982 - 1999
Skills
Editorial, AP Style, Publications, Content Management, Content Development, Proofreading, Copy Editing, Editing, Books, Newsletters, New Media, Content Strategy, Publishing, Journalism, Social Media, Online Publishing, Web Content, Strategic Communications, Press Releases, Copywriting, Magazines, Marketing Communications, Media Relations, Blogging
Education
Temple University 1969 — 1973
BA, Liberal Arts English Literature
Central Bucks 1964 — 1968
Academic
US Bank December 2010 - Present
Toll Brothers October 2004 - December 2010
Fleet Credit Card Services October 1998 - October 2004
The Vanguard Group February 1996 - October 1998
Education
Temple University - Fox School of Business and Management 1998 — 2000
MBA, Finance
Shippensburg University of Pennsylvania 1991 — 1995
BSBA, Finance
Sovereign Bank April 2010 - January 2011
The Vanguard Group September 2008 - March 2010
Skills
Mutual Funds, Investments, Asset Allocation, Retirement Planning, Retirement, Wealth Management, Equities, Securities, 401k, Fixed Income, Portfolio Management, Financial Services, Strategic Financial..., Relationship Management, Asset Management
Education
Shippensburg University of Pennsylvania 2004 — 2008
Bachelor of Arts (B.A.)
Universidad Internacional Menéndez Pelayo 2007 — 2007
The Vanguard Group Account ManagerBisys2000 - 2005
Education
Temple University 1983 — 1988
Bachelors, Political Science
Vanguard September 2010 - Present
The Vanguard Group September 2006 - Present
Vanguard February 2011 - Present
Vanguard 2014 - 2015
Vanguard October 2012 - July 2013
The Vanguard Group May 2005 - September 2006
Skills
Axys, Mutual Funds, Finance, Bloomberg, Dreamweaver, Asset Managment, Securities, Microsoft Office, Portfolio Management, Macromedia Dreamweaver, TeamSite, Sungard GMI, Charlotte Front Office, Microsoft Excel, Microsoft Word, Microsoft Publisher, Cost Basis, Corporate Actions
Education
Temple University 1995 — 1999
BA, Political Science
Cisco Inc August 2013 - Present
Cisco March 2007 - July 2013
The Vanguard Group February 2004 - April 2007
The Vanguard Group December 2000 - February 2004
System Advantage Inc March 1999 - December 2000
212 Flight Training SQ, Korea Air Force September 1993 - June 1996
Skills
MPLS, Cisco Technologies, Routing, Data Center, Routers, CCNP, Troubleshooting, BGP, Cisco Nexus, Switching, Networking, CCIE, Routing Protocols, Microsoft Servers, MPLS VPN, OSPF, PIX, Cisco IOS, Nexus 3000, Nexus 7000, Nexus 9000, SDN, Nexus 5000, ACI, Network Design, CCIE Datacenter, CCIE R&S, CCIE SP, CISCO TAC RP, Network Architecture, Multicast, VPLS, Cisco 6500/7600
Education
Syracuse University 1997 — 1999
M.S., Information Resources Management
Sungkyunkwan University 1989 — 1993
BS, Industrial Engineering
The Vanguard Group May 1995 - Present
Aydin Displays, Inc. June 1994 - April 1995
Naval Air Warfare Center 1984 - 1993
Skills
SDLC, Software Project..., Agile Methodologies, Program Management, PMP, Software Development, IT Strategy, Unix, Integration, MS Project, iOS, Swift
Education
Villanova University 1990 — 1992
MSCE, Computer Engineering
Spring Garden College 1979 — 1983
Bachelor of Science (BS), Electrical and Electronics Engineering
Medco January 2009 - Present
HP Enterprise Services 2010 - 2011
Deloitte 2003 - 2006
The Vanguard Group 2002 - 2005
Education
Sathyabama University 1989 — 1993
BE, Electronics and communication
University of Madras 1989 — 1993
BE, ECE
The Vanguard Group June 2011 - Present
Vanguard March 2010 - June 2011
Education
Villanova University 2011 — 2011
Six Sigma Green Belt Certification
Shippensburg University of Pennsylvania 2005 — 2009
B.S., Economics, Mathematics, Business
The Vanguard Group December 2000 - Present
Main Line Health 1995 - 2000
Scott Paper July 1983 - August 1995
Skills
PeopleSoft, Payroll, Process Improvement, SQL, Requirements Gathering, Oracle
Education
William E. Simon School of Business 1981 — 1983
MBA, CIS, Financial Accounting & Finance
Skidmore College 1968 — 1972
BA, Art History, Studio Art
TD Bank June 2015 - Present
TD March 2012 - Present
PHH Mortgage May 2010 - May 2012
PHH Mortgage March 2008 - May 2010
The Vanguard Group 2004 - 2008
Skills
Finance, Strategic Financial..., Residential Mortgages, Mortgage Servicing, PowerPoint, Microsoft Excel, Budgets, Corporate Finance, Leadership, Retail Banking, Essbase, Variance Analysis, Financial Analysis, Mortgage Banking, Analysis, Cash Management, Credit, Financial Modeling, Financial Reporting, Loans, Risk Management, Banking
Education
Villanova University 2001 — 2004
MBA, Finance
Shippensburg University of Pennsylvania 1994 — 1998
BSBA, Finance
None 2007 - Present
FMC Corporation January 2006 - November 2007
FMC Corporation January 2006 - October 2007
PMA Capital July 2005 - December 2005
SPX Corporation January 2000 - January 2005
THE VANGUARD GROUP January 1997 - January 2000
BAYER CORPORATION PHARMACEUTACAL DIVISION January 1996 - January 1997
Southern NEw England Telecommunications January 1992 - January 1996
AeTNA iNSURANCE cOMPANIES January 1980 - January 1991
Connecticut GENERAL INSURANCE COMPANIES January 1976 - January 1980
Education
Temple University
B.A, Information Science
Arizona State Retirement System October 2011 - Present
The Vanguard Group January 2000 - October 2011
Education
University of Michigan-Dearborn College of Business 2009 — 2011
Master of Science, Finance
State University of New York College at Fredonia 1991 — 1995
Business Administration, Finance
Sincere Salutations May 2010 - Present
The Vanguard Group July 2007 - Present
Education
Scottsdale Community College 2010 — 2012
Business Management
Vanguard June 2015 - Present
The Vanguard Group December 2012 - Present
Vanguard January 2011 - December 2012
Skills
Fixed Income, Portfolio Management, Asset Allocation, Asset Management, Bloomberg, Capital Markets, Equities, Financial Modeling, Investments, Mutual Funds
Education
Wharton School, University of Pennsylvania 2013 — 2015
Master of Business Administration (MBA)
St. Francis University 2001 — 2004
BS, Economics and Finance
The Vanguard Group January 2000 - Present
Aetna April 1992 - December 1998
Scott Paper November 1986 - April 1992
Scott Paper 1986 - 1992
Education
Temple University 1980 — 1984
BSW, Social Work/Psychology
The Vanguard Group Relationship ManagerThe Vanguard GroupFebruary 1989 - August 2006
The Vanguard Group February 1987 - January 1989
Skills
Client Service Oriented, Defined Contribution, Defined Benefit, Technical Support, Healthcare, Account Management, Project Management, Relationship Management, Process Improvement, Financial Services, Client Services
Education
Temple University 1981 — 1986
Bachelor of Business Administration (BBA)