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
Harvey Steele Harvey Steele's The Vanguard Group Experience 1996 - 2002
Job Executive Director / COO
Industry Nonprofit Organization Management
Experience
Beth Jacob Atlanta May 2012 - Present
Torah Day School of Atlanta May 2011 - May 2012
Torah Day School of Atlanta February 2011 - May 2011
Money Mailer of North Fulton 2005 - 2009
Metropolitan Life Insurance Company (MetLife) 2003 - 2005
Hewitt Associates (now AON Hewitt, formerly Northern Trust Retirement Consulting) 2002 - 2003
The Vanguard Group 1996 - 2002
Towers Watson (formerly Towers Perrin) 1993 - 1996
Market Research Industry 1989 - 1993
Skills
Management, Process Improvement, Change Management, Business Strategy, Project Management, Budgets, Strategic Planning, Executive Management, Fundraising, Team Building, Business Planning, Entrepreneurship, Six Sigma, Human Resources, Nonprofits, Non-profit Development, Teamwork, Mentoring, Non-profit..., Facilities Management, Board Relations, Leadership
Education
University of Michigan 1986 — 1989
MA
Temple University - Fox School of Business and Management 1982 — 1986
Bachelor of Business Administration
Beth Jacob Atlanta May 2012 - Present
Torah Day School of Atlanta May 2011 - May 2012
Torah Day School of Atlanta February 2011 - May 2011
Money Mailer of North Fulton 2005 - 2009
Metropolitan Life Insurance Company (MetLife) 2003 - 2005
Hewitt Associates (now AON Hewitt, formerly Northern Trust Retirement Consulting) 2002 - 2003
The Vanguard Group 1996 - 2002
Towers Watson (formerly Towers Perrin) 1993 - 1996
Market Research Industry 1989 - 1993
Skills
Management, Process Improvement, Change Management, Business Strategy, Project Management, Budgets, Strategic Planning, Executive Management, Fundraising, Team Building, Business Planning, Entrepreneurship, Six Sigma, Human Resources, Nonprofits, Non-profit Development, Teamwork, Mentoring, Non-profit..., Facilities Management, Board Relations, Leadership
Education
University of Michigan 1986 — 1989
MA
Temple University - Fox School of Business and Management 1982 — 1986
Bachelor of Business Administration
Sherri Bain's The Vanguard Group Experience January 2000 - July 2003
Job Writing Professional
Industry Writing and Editing
Experience
Self-Employed January 2014 - Present
The Charlotte Observer September 2005 - December 2013
The Vanguard Group January 2000 - July 2003
Vanguard October 1998 - January 2000
Skills
Feature Writing, Creative Writing, Interviewing Skills, Research, Public Relations, Social Media Marketing, Editing, Newsletters, Technical Writing, Client Relations, Retirement Planning, Customer Satisfaction, Administrative..., Front Office, Microsoft Office, Google Apps
Education
University of North Carolina at Charlotte 1989 — 1991
English, Journalism
Thiel College 1986 — 1988
English Literature (British and Commonwealth)
Self-Employed January 2014 - Present
The Charlotte Observer September 2005 - December 2013
The Vanguard Group January 2000 - July 2003
Vanguard October 1998 - January 2000
Skills
Feature Writing, Creative Writing, Interviewing Skills, Research, Public Relations, Social Media Marketing, Editing, Newsletters, Technical Writing, Client Relations, Retirement Planning, Customer Satisfaction, Administrative..., Front Office, Microsoft Office, Google Apps
Education
University of North Carolina at Charlotte 1989 — 1991
English, Journalism
Thiel College 1986 — 1988
English Literature (British and Commonwealth)
Jamie Storms's The Vanguard Group Experience September 1997 - September 2002
Job Tax Research Analyst at Vertex Inc.
Industry Computer Software
Experience
Vertex Inc. January 2012 - October 2013
Vertex Inc. October 2011 - January 2012
FIS March 2008 - September 2011
Mortgage Data Management Corporation January 2006 - March 2008
Wilmington Finance, Inc October 2004 - January 2006
The Vanguard Group September 1997 - September 2002
Skills
SQL, Requirements Analysis, Microsoft SQL Server, SDLC, Unix, Software Project..., User Acceptance Testing, Business Analysis, Databases, Software Documentation, Visio, Windows, Testing, Business Process, Customer Service
Education
University of Phoenix 2011 — 2016
BSIT, Information Technology/ Web Design
Temple University - Fox School of Business and Management 1995 — 2000
Vertex Inc. January 2012 - October 2013
Vertex Inc. October 2011 - January 2012
FIS March 2008 - September 2011
Mortgage Data Management Corporation January 2006 - March 2008
Wilmington Finance, Inc October 2004 - January 2006
The Vanguard Group September 1997 - September 2002
Skills
SQL, Requirements Analysis, Microsoft SQL Server, SDLC, Unix, Software Project..., User Acceptance Testing, Business Analysis, Databases, Software Documentation, Visio, Windows, Testing, Business Process, Customer Service
Education
University of Phoenix 2011 — 2016
BSIT, Information Technology/ Web Design
Temple University - Fox School of Business and Management 1995 — 2000
Sam Nemirovsky Sam Nemirovsky's The Vanguard Group Experience March 1998 - August 1998
Job VP, Funding Specialist
Industry Banking
Experience
BizLender LLC October 2015 - Present
Wells Fargo November 2013 - Present
Wells Fargo December 2012 - November 2013
Wells Fargo December 2010 - November 2012
Wells Fargo Advisors, LLC September 2008 - November 2010
Summit Lending Inc February 2004 - September 2008
The Vanguard Group March 1998 - August 1998
Skills
Investments, Finance, Strategy, Mortgage Lending, Small Business, Management, Financial Planners, High Net Worth..., Personal Finance, Loans, Banking, Credit, FINRA, Mortgage Banking, Loan Origination, Commercial Lending
Education
Temple University - Fox School of Business and Management 1999 — 2003
Businass Administartion, Marketing
Lower Moreland
BizLender LLC October 2015 - Present
Wells Fargo November 2013 - Present
Wells Fargo December 2012 - November 2013
Wells Fargo December 2010 - November 2012
Wells Fargo Advisors, LLC September 2008 - November 2010
Summit Lending Inc February 2004 - September 2008
The Vanguard Group March 1998 - August 1998
Skills
Investments, Finance, Strategy, Mortgage Lending, Small Business, Management, Financial Planners, High Net Worth..., Personal Finance, Loans, Banking, Credit, FINRA, Mortgage Banking, Loan Origination, Commercial Lending
Education
Temple University - Fox School of Business and Management 1999 — 2003
Businass Administartion, Marketing
Lower Moreland
Clayton Bryant Clayton Bryant's The Vanguard Group Experience June 2008 - July 2014
Job MBA Candidate at McCombs School of Business
Industry Financial Services
Experience
McCombs School of Business July 2014 - Present
The Vanguard Group June 2008 - July 2014
Skills
Financial Analysis, People Skills, Meet Deadlines, Competitive, Presentations, Sales Presentations, Trading Strategies, Microsoft Excel
Education
University of Virginia 2006 — 2008
Bachelors, History, 3.1
The University of Texas at Austin - Red McCombs School of Business
The University of Texas at Austin - Red McCombs School of Business
McCombs School of Business July 2014 - Present
The Vanguard Group June 2008 - July 2014
Skills
Financial Analysis, People Skills, Meet Deadlines, Competitive, Presentations, Sales Presentations, Trading Strategies, Microsoft Excel
Education
University of Virginia 2006 — 2008
Bachelors, History, 3.1
The University of Texas at Austin - Red McCombs School of Business
The University of Texas at Austin - Red McCombs School of Business
Christian Pfeiffer's The Vanguard Group Experience October 2011 - August 2013
Job Legal Intern at Vanguard, Legal Department, Derivatives Regulation
Industry Legal Services
Experience
Vanguard December 2014 - Present
Vanguard August 2013 - Present
Vanguard, Legal Department, Derivatives Regulation January 2015 - May 2015
Red Cross House August 2014 - December 2014
The Vanguard Group October 2011 - August 2013
Vanguard August 2010 - October 2011
Vanguard June 2008 - August 2010
Skills
VBA, Microsoft Office, Cognos, Database Design, Database Administration, Minitab, Mutual Funds, Legal Writing, Process Improvement, Outlook, Spanish, Securities, Legal Research, Data Analysis, Business Process..., PowerPoint, Time Management, Finance, Series 63, Analysis
Education
Temple University - James E. Beasley School of Law 2012 — 2015
Doctor of Law (JD), Law
Ursinus College 2004 — 2008
Bachelor of Arts (B.A.), Business/Economics
Vanguard December 2014 - Present
Vanguard August 2013 - Present
Vanguard, Legal Department, Derivatives Regulation January 2015 - May 2015
Red Cross House August 2014 - December 2014
The Vanguard Group October 2011 - August 2013
Vanguard August 2010 - October 2011
Vanguard June 2008 - August 2010
Skills
VBA, Microsoft Office, Cognos, Database Design, Database Administration, Minitab, Mutual Funds, Legal Writing, Process Improvement, Outlook, Spanish, Securities, Legal Research, Data Analysis, Business Process..., PowerPoint, Time Management, Finance, Series 63, Analysis
Education
Temple University - James E. Beasley School of Law 2012 — 2015
Doctor of Law (JD), Law
Ursinus College 2004 — 2008
Bachelor of Arts (B.A.), Business/Economics
Ravi Tolani Ravi Tolani's The Vanguard Group Experience July 2011 - Present
Job Analyst at The Vanguard Group
Industry Investment Management
Experience
The Vanguard Group July 2011 - Present
Vanguard 2012 - 2013
Skills
Bloomberg, Series 7, Series 63, Mutual Funds, Investments, ETFs, Financial Modeling, Valuation, Financial Market...
Education
University of South Carolina - The Moore School of Business 2007 — 2011
Bachelor of Science (B.S.), Majors: Accounting, Finance, and Management Minor: Spanish
Universidad Francisco de Vitoria 2009 — 2009
The Vanguard Group July 2011 - Present
Vanguard 2012 - 2013
Skills
Bloomberg, Series 7, Series 63, Mutual Funds, Investments, ETFs, Financial Modeling, Valuation, Financial Market...
Education
University of South Carolina - The Moore School of Business 2007 — 2011
Bachelor of Science (B.S.), Majors: Accounting, Finance, and Management Minor: Spanish
Universidad Francisco de Vitoria 2009 — 2009
Anthony R Durant, CFA Anthony R Durant, CFA's The Vanguard Group Experience July 2007 - December 2008
Job Financial Analyst at Santee Cooper
Industry Utilities
Experience
Santee Cooper March 2013 - Present
Santee Cooper December 2008 - March 2013
The Vanguard Group July 2007 - December 2008
The Vanguard Group January 2000 - July 2007
Skills
Risk Management, Financial Analysis, Forecasting, Investments, Strategic Financial..., Strategic Planning, Microsoft Excel, Financial Modeling, Corporate Finance, Analysis, Accounting, Budgets, Sales Management, Fixed Income, Finance, Equities, Customer Service, Process Improvement, Business Analysis, Contract Negotiation
Education
The Citadel 2012 — 2013
Master of Business Administration (M.B.A.)
University of South Carolina-Columbia 1994 — 1999
Business Administration, Finance
Santee Cooper March 2013 - Present
Santee Cooper December 2008 - March 2013
The Vanguard Group July 2007 - December 2008
The Vanguard Group January 2000 - July 2007
Skills
Risk Management, Financial Analysis, Forecasting, Investments, Strategic Financial..., Strategic Planning, Microsoft Excel, Financial Modeling, Corporate Finance, Analysis, Accounting, Budgets, Sales Management, Fixed Income, Finance, Equities, Customer Service, Process Improvement, Business Analysis, Contract Negotiation
Education
The Citadel 2012 — 2013
Master of Business Administration (M.B.A.)
University of South Carolina-Columbia 1994 — 1999
Business Administration, Finance
Mamie Wheaton's The Vanguard Group Experience May 2011 - Present
Job Client Relationship Administrator at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group May 2011 - Present
Vanguard 2011 - 2012
Vanguard September 2009 - May 2010
Hubbard Family Swim School May 2001 - January 2009
Skills
Series 63, Series 6, Mutual Funds, Series 7, FINRA, 401k, ETFs, Defined Contribution, Relationship Management, Retirement, Asset Allocation, Investments, Retirement Planning, Financial Services, High Net Worth..., CRM, Customer Service, Leadership
Education
University of Arizona 2004 — 2008
Business Administration & Communication
St. Mary's High School 2000 — 2004
The Vanguard Group May 2011 - Present
Vanguard 2011 - 2012
Vanguard September 2009 - May 2010
Hubbard Family Swim School May 2001 - January 2009
Skills
Series 63, Series 6, Mutual Funds, Series 7, FINRA, 401k, ETFs, Defined Contribution, Relationship Management, Retirement, Asset Allocation, Investments, Retirement Planning, Financial Services, High Net Worth..., CRM, Customer Service, Leadership
Education
University of Arizona 2004 — 2008
Business Administration & Communication
St. Mary's High School 2000 — 2004
Rebecca Weber Rebecca Weber's The Vanguard Group Experience March 2002 - July 2003
Job Senior Program Coordinator at Bill & Melinda Gates Foundation
Industry Philanthropy
Experience
Bill & Melinda Gates Foundation June 2015 - Present
Bill & Melinda Gates Foundation February 2009 - Present
Bill & Melinda Gates Foundation February 2004 - February 2009
The Vanguard Group March 2002 - July 2003
Vanguard June 1998 - March 2002
U. S. Navy May 1990 - May 1998
Skills
Program Management, Nonprofits, Program Development, Community Outreach, Philanthropy, Public Policy, Grants, International Relations, Project Management
Education
University of Rhode Island 1996 — 1998
Masters, Business Administration
United States Naval Academy 1986 — 1990
B.S., Political Science
Bill & Melinda Gates Foundation June 2015 - Present
Bill & Melinda Gates Foundation February 2009 - Present
Bill & Melinda Gates Foundation February 2004 - February 2009
The Vanguard Group March 2002 - July 2003
Vanguard June 1998 - March 2002
U. S. Navy May 1990 - May 1998
Skills
Program Management, Nonprofits, Program Development, Community Outreach, Philanthropy, Public Policy, Grants, International Relations, Project Management
Education
University of Rhode Island 1996 — 1998
Masters, Business Administration
United States Naval Academy 1986 — 1990
B.S., Political Science
Samuel Maranto Samuel Maranto's The Vanguard Group Experience October 1997 - September 2000
Job Partner, Account Executive at Aon
Industry Financial Services
Experience
Aon Hewitt April 2013 - Present
Financial Engines December 2009 - April 2013
Fidelity Investments December 2005 - February 2009
Fidelity Investments September 2000 - December 2005
The Vanguard Group October 1997 - September 2000
Mercer January 1992 - October 1997
Education
Towson University 1985 — 1989
BS
FINRA General Securities Principal
Series 7, 24
Aon Hewitt April 2013 - Present
Financial Engines December 2009 - April 2013
Fidelity Investments December 2005 - February 2009
Fidelity Investments September 2000 - December 2005
The Vanguard Group October 1997 - September 2000
Mercer January 1992 - October 1997
Education
Towson University 1985 — 1989
BS
FINRA General Securities Principal
Series 7, 24
Hoon Park Hoon Park's The Vanguard Group Experience May 2006 - July 2007
Job Customer Support Manager
Industry Internet
Experience
Return Path December 2011 - August 2015
OtherInbox October 2008 - December 2011
The Standard December 2007 - October 2008
The Vanguard Group May 2006 - July 2007
Skills
Leadership, Blogging, Microsoft Excel, Social Media, Social Media Marketing, Team Leadership, HTML, Online Advertising, Entrepreneurship, Event Planning, Cloud Computing, Marketing Strategy, Strategic Planning, CSS, Customer Service, Management, Social Networking, Strategic Partnerships, Training
Education
The University of Texas at Austin
BS
Return Path December 2011 - August 2015
OtherInbox October 2008 - December 2011
The Standard December 2007 - October 2008
The Vanguard Group May 2006 - July 2007
Skills
Leadership, Blogging, Microsoft Excel, Social Media, Social Media Marketing, Team Leadership, HTML, Online Advertising, Entrepreneurship, Event Planning, Cloud Computing, Marketing Strategy, Strategic Planning, CSS, Customer Service, Management, Social Networking, Strategic Partnerships, Training
Education
The University of Texas at Austin
BS
Amanda Moore Amanda Moore's The Vanguard Group Experience August 1999 - July 2001
Job Software Developer at Mobility Labs, Inc.
Industry Internet
Experience
Mobility Labs, Inc. November 2014 - Present
Independent 2008 - Present
General Assembly July 2014 - October 2014
Independent September 2005 - 2012
Personal Finance 101 September 2005 - 2010
Self-employed January 2001 - December 2007
JM Zell Partners November 2002 - September 2005
The Vanguard Group August 1999 - July 2001
Skills
Business Development, Management Consulting, Training, Marketing, Management, Project Management, Strategy, Start-ups, Analysis, Microsoft Office, Budgets, Risk Management, Event Management, Strategic Planning, Small Business, Business Planning, CRM, Marketing Strategy, Event Planning, Contract Negotiation, Project Planning, Outsourcing, Business Process, Account Management, Change Management, Consulting, Business Strategy, Operations Management, Project Delivery, Process Improvement, Finance, HTML 5, HTML, CSS, Ruby, Program Management, Leadership, HTML5, Web Development, Entrepreneurship, Online Marketing
Education
The George Washington University 2003 — 2005
Associate Certificate in Project Management
Mobility Labs, Inc. November 2014 - Present
Independent 2008 - Present
General Assembly July 2014 - October 2014
Independent September 2005 - 2012
Personal Finance 101 September 2005 - 2010
Self-employed January 2001 - December 2007
JM Zell Partners November 2002 - September 2005
The Vanguard Group August 1999 - July 2001
Skills
Business Development, Management Consulting, Training, Marketing, Management, Project Management, Strategy, Start-ups, Analysis, Microsoft Office, Budgets, Risk Management, Event Management, Strategic Planning, Small Business, Business Planning, CRM, Marketing Strategy, Event Planning, Contract Negotiation, Project Planning, Outsourcing, Business Process, Account Management, Change Management, Consulting, Business Strategy, Operations Management, Project Delivery, Process Improvement, Finance, HTML 5, HTML, CSS, Ruby, Program Management, Leadership, HTML5, Web Development, Entrepreneurship, Online Marketing
Education
The George Washington University 2003 — 2005
Associate Certificate in Project Management
Jared Weber Jared Weber's The Vanguard Group Experience November 2005 - January 2007
Job Senior Financial Analyst
Industry Supermarkets
Experience
Whole Foods Market January 2014 - Present
Vistar, A PFG Company November 2011 - January 2014
Clean Conscience Inc May 2009 - October 2011
Cambridge Associates January 2007 - July 2008
The Vanguard Group November 2005 - January 2007
Skills
Financial Modeling, Analysis, Financial Analysis, Forecasting, Valuation, Microsoft Excel, Financial Reporting, Analytics, Strategy, Business Development, Business Planning, Leadership, Strategic Planning, Competitive Analysis, Finance, Brazilian Jiu-Jitsu, Due Diligence, Process Improvement
Education
University of Colorado Boulder - Leeds School of Business 2008 — 2010
MBA, Finance
Lehigh University - College of Business and Economics 2001 — 2005
Bachelor of Science (BS), Marketing
Whole Foods Market January 2014 - Present
Vistar, A PFG Company November 2011 - January 2014
Clean Conscience Inc May 2009 - October 2011
Cambridge Associates January 2007 - July 2008
The Vanguard Group November 2005 - January 2007
Skills
Financial Modeling, Analysis, Financial Analysis, Forecasting, Valuation, Microsoft Excel, Financial Reporting, Analytics, Strategy, Business Development, Business Planning, Leadership, Strategic Planning, Competitive Analysis, Finance, Brazilian Jiu-Jitsu, Due Diligence, Process Improvement
Education
University of Colorado Boulder - Leeds School of Business 2008 — 2010
MBA, Finance
Lehigh University - College of Business and Economics 2001 — 2005
Bachelor of Science (BS), Marketing
Ryan J. Lehman, CFA, CAIA Ryan J. Lehman, CFA, CAIA's The Vanguard Group Experience July 2007 - April 2008
Job Director of Investments at Integrated Capital Management, Inc.
Industry Investment Management
Experience
Integrated Capital Management, Inc. July 2014 - Present
John Hancock Financial Services June 2012 - July 2014
Ameriprise Financial Services, Inc. August 2010 - June 2012
The Guardian Life Insurance Company of America (Park Avenue Securities LLC) April 2008 - August 2010
The Vanguard Group July 2007 - April 2008
UBS August 2005 - June 2007
Jacobi Capital Management LLC May 2005 - August 2005
A.G. Edwards & Sons, Inc. January 2005 - May 2005
Skills
Mutual Funds, ETFs, Managed Accounts, Annuities, FactSet, Morningstar Direct, MPI Stylus, Asset Allocation, Equities, Fixed Income, Alternative Investments, Manager Research, Capital Markets, Financial Advisory, Due Diligence, Finance
Education
The University of Chicago Booth School of Business 2011 — 2014
Master of Business Administration (MBA), Analytic Finance, Economics, Statistics & Econometrics
University of Pittsburgh 2002 — 2006
Bachelor of Science (B.S.), Finance, Psychology, Magna Cum Laude
Integrated Capital Management, Inc. July 2014 - Present
John Hancock Financial Services June 2012 - July 2014
Ameriprise Financial Services, Inc. August 2010 - June 2012
The Guardian Life Insurance Company of America (Park Avenue Securities LLC) April 2008 - August 2010
The Vanguard Group July 2007 - April 2008
UBS August 2005 - June 2007
Jacobi Capital Management LLC May 2005 - August 2005
A.G. Edwards & Sons, Inc. January 2005 - May 2005
Skills
Mutual Funds, ETFs, Managed Accounts, Annuities, FactSet, Morningstar Direct, MPI Stylus, Asset Allocation, Equities, Fixed Income, Alternative Investments, Manager Research, Capital Markets, Financial Advisory, Due Diligence, Finance
Education
The University of Chicago Booth School of Business 2011 — 2014
Master of Business Administration (MBA), Analytic Finance, Economics, Statistics & Econometrics
University of Pittsburgh 2002 — 2006
Bachelor of Science (B.S.), Finance, Psychology, Magna Cum Laude
Leslie Robertshaw Leslie Robertshaw's The Vanguard Group Experience January 1985 - September 1988
Job Finance Manager at St. David's Episcopal Church
Industry Accounting
Experience
St. David's Episcopal Church November 2014 - Present
Calvary Lutheran Church June 2010 - January 2014
West Chester Area School District December 2002 - April 2004
The Vanguard Group January 1985 - September 1988
ARBOR, Inc November 1983 - January 1985
Skills
Marketing Communications, Website Development, Web Design, Accounts Payable, Accounts Receivable, Volunteer Management, Ministry Leadership, Ministry Development, Team Management, Constant Contact, Shepherd Staff Software, Microsoft Office, Leadership Development, Volunteer Training
Education
University of Delaware
Bachelor of Arts (BA), Industrial and Organizational Psychology
University of Delaware
Industrial and Organizational Psychology
St. David's Episcopal Church November 2014 - Present
Calvary Lutheran Church June 2010 - January 2014
West Chester Area School District December 2002 - April 2004
The Vanguard Group January 1985 - September 1988
ARBOR, Inc November 1983 - January 1985
Skills
Marketing Communications, Website Development, Web Design, Accounts Payable, Accounts Receivable, Volunteer Management, Ministry Leadership, Ministry Development, Team Management, Constant Contact, Shepherd Staff Software, Microsoft Office, Leadership Development, Volunteer Training
Education
University of Delaware
Bachelor of Arts (BA), Industrial and Organizational Psychology
University of Delaware
Industrial and Organizational Psychology
Harris Grigoriades Harris Grigoriades's The Vanguard Group Experience January 2012 - Present
Job
Industry Financial Services
Experience
The Vanguard Group January 2012 - Present
Skills
Mutual Funds, Fund Accounting, Derivatives, Valuation, Fixed Income, Pricing, Equities, Accounting, Alternative Investments, Securities, Bloomberg, Finance, Financial Modeling, Financial Analysis, Investments, Financial Services
Education
Villanova University 2003 — 2006
MBA
University of Delaware 1996 — 2000
BSBA
University of Delaware - Lerner College of Business and Economics 1996 — 2000
BSBA
The Vanguard Group January 2012 - Present
Skills
Mutual Funds, Fund Accounting, Derivatives, Valuation, Fixed Income, Pricing, Equities, Accounting, Alternative Investments, Securities, Bloomberg, Finance, Financial Modeling, Financial Analysis, Investments, Financial Services
Education
Villanova University 2003 — 2006
MBA
University of Delaware 1996 — 2000
BSBA
University of Delaware - Lerner College of Business and Economics 1996 — 2000
BSBA
David Weinfeld David Weinfeld's The Vanguard Group Experience October 2006 - September 2010
Job Digital Strategist, Business Development and Marketing Executive
Industry Marketing and Advertising
Experience
SBMX April 2013 - Present
Kismyt February 2013 - July 2013
Screach May 2011 - February 2013
Obscura Digital September 2010 - May 2011
Digital Signage Insights January 2008 - February 2011
The Preset Group October 2009 - September 2010
The Vanguard Group October 2006 - September 2010
WA Media Group August 2006 - September 2008
Center For Applied Research April 2006 - July 2006
Garfield Group July 2004 - January 2005
Skills
Digital Media, Social Media, Marketing Strategy, Public Relations, Digital Signage, Digital Strategy, Strategic Planning, Business Strategy, New Business Development, Mobile, Mobile Devices, Start-ups, Account Management, Social Media Marketing, Advertising, Leadership, Marketing Communications, SEO, Sales Operations, Strategic Partnerships, Marketing, Market Planning, Management, Product Management, Digital Marketing, Lead Generation, Brand Development, B2B, Business Development, New Media, Mobile Marketing, Strategy, Blogging, Creative Direction, Copywriting, Online Advertising
Education
The College of New Jersey 2000 — 2005
Bachelor of Science, Business Administration (Specialization in Marketing), Minor in Creative Writing
SBMX April 2013 - Present
Kismyt February 2013 - July 2013
Screach May 2011 - February 2013
Obscura Digital September 2010 - May 2011
Digital Signage Insights January 2008 - February 2011
The Preset Group October 2009 - September 2010
The Vanguard Group October 2006 - September 2010
WA Media Group August 2006 - September 2008
Center For Applied Research April 2006 - July 2006
Garfield Group July 2004 - January 2005
Skills
Digital Media, Social Media, Marketing Strategy, Public Relations, Digital Signage, Digital Strategy, Strategic Planning, Business Strategy, New Business Development, Mobile, Mobile Devices, Start-ups, Account Management, Social Media Marketing, Advertising, Leadership, Marketing Communications, SEO, Sales Operations, Strategic Partnerships, Marketing, Market Planning, Management, Product Management, Digital Marketing, Lead Generation, Brand Development, B2B, Business Development, New Media, Mobile Marketing, Strategy, Blogging, Creative Direction, Copywriting, Online Advertising
Education
The College of New Jersey 2000 — 2005
Bachelor of Science, Business Administration (Specialization in Marketing), Minor in Creative Writing
Dan Fassett's The Vanguard Group Experience October 1998 - October 2003
Job Assistant Director, Experienced Hire Recruiting at Ernst & Young
Industry Financial Services
Experience
Ernst & Young November 2012 - Present
SunTrust Bank August 2006 - November 2012
Wachovia October 2003 - August 2006
The Vanguard Group October 1998 - October 2003
Avnet 1990 - 1993
Skills
Direct Sourcing, Banking, Salary Negotiation, Full-cycle Recruiting, Talent Acquisition, Executive Search, Recruitment/Retention, Internet Recruiting, Diversity Recruitment, College Recruiting, Screening, Management, Leadership
Education
University of Delaware 1985 — 1989
BA, Political Science
Ernst & Young November 2012 - Present
SunTrust Bank August 2006 - November 2012
Wachovia October 2003 - August 2006
The Vanguard Group October 1998 - October 2003
Avnet 1990 - 1993
Skills
Direct Sourcing, Banking, Salary Negotiation, Full-cycle Recruiting, Talent Acquisition, Executive Search, Recruitment/Retention, Internet Recruiting, Diversity Recruitment, College Recruiting, Screening, Management, Leadership
Education
University of Delaware 1985 — 1989
BA, Political Science
Jeffrey N. Eisfelder, CFP (R) Jeffrey N. Eisfelder, CFP (R)'s The Vanguard Group Experience February 1997 - April 1998
Job Vice President & Senior Financial Advisor Wealth Management at City National Bank
Industry Financial Services
Experience
City National Bank / City National Securities March 2011 - Present
Justice Capital / TVA Capital September 2009 - February 2011
Emerald Allocation Strategies February 2009 - August 2009
Lido Advisors January 2002 - December 2008
Morton Capital Managment May 1998 - December 2001
The Vanguard Group February 1997 - April 1998
Skills
Asset Allocation, Asset Management, Financial Planning, Personal Finance, Client Service, Wealth Management, Strategic Financial..., Investment Advisory, Retirement Planning, Investment Policy...
Education
University of Arizona 1992 — 1996
B.S. in Business Administration, Marketing
City National Bank / City National Securities March 2011 - Present
Justice Capital / TVA Capital September 2009 - February 2011
Emerald Allocation Strategies February 2009 - August 2009
Lido Advisors January 2002 - December 2008
Morton Capital Managment May 1998 - December 2001
The Vanguard Group February 1997 - April 1998
Skills
Asset Allocation, Asset Management, Financial Planning, Personal Finance, Client Service, Wealth Management, Strategic Financial..., Investment Advisory, Retirement Planning, Investment Policy...
Education
University of Arizona 1992 — 1996
B.S. in Business Administration, Marketing
Matthew Derr's The Vanguard Group Experience July 2007 - July 2010
Job Executive Assistant, Comedy Programming at HBO
Industry Entertainment
Experience
HBO March 2015 - Present
The Schiff Company January 2011 - March 2015
The Vanguard Group July 2007 - July 2010
ValueOptions July 2006 - June 2007
Skills
Supervisory Skills, Customer Service, Word, Excel, Microsoft Office
Education
University of Arizona 2002 — 2006
Bachelor of Science, Psychology
HBO March 2015 - Present
The Schiff Company January 2011 - March 2015
The Vanguard Group July 2007 - July 2010
ValueOptions July 2006 - June 2007
Skills
Supervisory Skills, Customer Service, Word, Excel, Microsoft Office
Education
University of Arizona 2002 — 2006
Bachelor of Science, Psychology
Mark Bellafante Mark Bellafante's The Vanguard Group Experience February 1998 - April 1998
Job Director of Information Technology | CIO | CTO | Enterprise Architect | Software Development Leader
Industry Information Technology and Services
Experience
Coriell Institute for Medical Research January 2013 - Present
Coriell Institute for Medical Research March 2010 - December 2012
Federal Reserve Bank of Philadelphia April 2009 - March 2010
Rohm and Haas May 2002 - March 2009
Armstrong World Industries, Inc. August 2001 - March 2002
GlaxoSmithKline May 2001 - June 2001
Entology September 2000 - December 2000
Lotus Development Corporation May 1999 - September 2000
Reliance Insurance Company May 1998 - May 1999
The Vanguard Group February 1998 - April 1998
Skills
JavaScript, Web Development, Java, Agile Methodologies, Project Management, SQL, Data Analysis, HTML, Software Development, Business Analysis, CSS, Lotus Notes, Program Management, Process Improvement, Troubleshooting, Requirements Gathering, Integration, Databases, Information Technology, Consulting, Business Intelligence
Education
University of Notre Dame 1987 — 1991
Bachelor's, English
University of Delaware 1993 — 1994
Bachelor's, Computer Science
Archmere Academy 1983 — 1987
Coriell Institute for Medical Research January 2013 - Present
Coriell Institute for Medical Research March 2010 - December 2012
Federal Reserve Bank of Philadelphia April 2009 - March 2010
Rohm and Haas May 2002 - March 2009
Armstrong World Industries, Inc. August 2001 - March 2002
GlaxoSmithKline May 2001 - June 2001
Entology September 2000 - December 2000
Lotus Development Corporation May 1999 - September 2000
Reliance Insurance Company May 1998 - May 1999
The Vanguard Group February 1998 - April 1998
Skills
JavaScript, Web Development, Java, Agile Methodologies, Project Management, SQL, Data Analysis, HTML, Software Development, Business Analysis, CSS, Lotus Notes, Program Management, Process Improvement, Troubleshooting, Requirements Gathering, Integration, Databases, Information Technology, Consulting, Business Intelligence
Education
University of Notre Dame 1987 — 1991
Bachelor's, English
University of Delaware 1993 — 1994
Bachelor's, Computer Science
Archmere Academy 1983 — 1987
Wendy Kershner Wendy Kershner's The Vanguard Group Experience 2000 - 2002
Job President, Axia Marketing, Strategic & Tactical Marketing Consulting
Industry Marketing and Advertising
Experience
Axia Marketing 2003 - Present
Leadership Berks 2006 - 2010
The Vanguard Group 2000 - 2002
Aetna 1996 - 2000
Ringling Bros. and Barnun & Bailey Circus 1993 - 1994
Hess Corporation 1993 - 1993
Serino Coyne 1989 - 1991
Sulivan Haas Coyle 1987 - 1989
Skills
Project Management, Brand Management, Process Improvement, Marketing Strategy, Public Relations, Marketing Communications, Integrated Marketing, Advertising, Social Media Marketing, Direct Mail, Marketing, Public Speaking, Copywriting, Corporate Communications, Strategy, Creative Direction, Brand Development, Entrepreneurship, Nonprofits, Strategic Planning, Product Development, Product Marketing, Trade Shows, Retail, Business Strategy, Email Marketing, Fundraising, Market Planning, Newsletters
Education
Trinity College-Hartford 1979 — 1983
BA Fine Arts, Printmaking, Architecture, Art History, English
Axia Marketing 2003 - Present
Leadership Berks 2006 - 2010
The Vanguard Group 2000 - 2002
Aetna 1996 - 2000
Ringling Bros. and Barnun & Bailey Circus 1993 - 1994
Hess Corporation 1993 - 1993
Serino Coyne 1989 - 1991
Sulivan Haas Coyle 1987 - 1989
Skills
Project Management, Brand Management, Process Improvement, Marketing Strategy, Public Relations, Marketing Communications, Integrated Marketing, Advertising, Social Media Marketing, Direct Mail, Marketing, Public Speaking, Copywriting, Corporate Communications, Strategy, Creative Direction, Brand Development, Entrepreneurship, Nonprofits, Strategic Planning, Product Development, Product Marketing, Trade Shows, Retail, Business Strategy, Email Marketing, Fundraising, Market Planning, Newsletters
Education
Trinity College-Hartford 1979 — 1983
BA Fine Arts, Printmaking, Architecture, Art History, English
Christine (Christine Barrett) Haslam Christine (Christine Barrett) Haslam's The Vanguard Group Experience September 2005 - May 2008
Job Sr. Specialist, Community and Population Health, The Anderson Center at Cincinnati Children's Hospital Medical Center
Industry Hospital & Health Care
Experience
Cincinnati Children's Hospital Medical Center August 2014 - Present
Cincinnati Children's Hospital Medical Center January 2014 - Present
Ohio Attorney General's Office January 2011 - May 2012
Kasich for Ohio April 2009 - November 2010
The Vanguard Group September 2005 - May 2008
Skills
Public Policy, Policy Analysis, Community Outreach, Nonprofits, Politics, Fundraising, Research, Political Campaigns, Grants, Legal Research, Business Development, Grant Writing, Public Speaking, Government, Volunteer Management, Program Evaluation, Policy, Grassroots Organizing, Legislative Relations, Program Development
Education
The University of Texas at Austin - The LBJ School of Public Affairs 2012 — 2014
Master of Public Affairs
Villanova University 2001 — 2005
Bachelor of Arts (B.A.), Political Science and English
Cincinnati Children's Hospital Medical Center August 2014 - Present
Cincinnati Children's Hospital Medical Center January 2014 - Present
Ohio Attorney General's Office January 2011 - May 2012
Kasich for Ohio April 2009 - November 2010
The Vanguard Group September 2005 - May 2008
Skills
Public Policy, Policy Analysis, Community Outreach, Nonprofits, Politics, Fundraising, Research, Political Campaigns, Grants, Legal Research, Business Development, Grant Writing, Public Speaking, Government, Volunteer Management, Program Evaluation, Policy, Grassroots Organizing, Legislative Relations, Program Development
Education
The University of Texas at Austin - The LBJ School of Public Affairs 2012 — 2014
Master of Public Affairs
Villanova University 2001 — 2005
Bachelor of Arts (B.A.), Political Science and English
David Schwarzkopf, CFP David Schwarzkopf, CFP's The Vanguard Group Experience 1998 - 2000
Job Regional Sales Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2014 - Present
Fidelity Investments January 2013 - April 2014
Fidelity Investments November 2010 - December 2012
SunTrust Bank January 2006 - November 2010
BB&T Bank 2004 - 2006
Ernst &Young 2000 - 2004
The Vanguard Group 1998 - 2000
Education
Villanova University 1999 — 2000
MBA, Finance
University of Delaware 1994 — 1998
Fidelity Investments April 2014 - Present
Fidelity Investments January 2013 - April 2014
Fidelity Investments November 2010 - December 2012
SunTrust Bank January 2006 - November 2010
BB&T Bank 2004 - 2006
Ernst &Young 2000 - 2004
The Vanguard Group 1998 - 2000
Education
Villanova University 1999 — 2000
MBA, Finance
University of Delaware 1994 — 1998
Raffaele Rose Raffaele Rose's The Vanguard Group Experience February 2000 - Present
Job IT Manager at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group February 2000 - Present
Skills
SDLC, IT Management, IT Strategy, Software Project..., Vendor Management, Disaster Recovery, SharePoint, Visio, Enterprise Architecture, Project Management, Process Improvement, Financial Services, Software Development, Databases
Education
University of Delaware
The Vanguard Group February 2000 - Present
Skills
SDLC, IT Management, IT Strategy, Software Project..., Vendor Management, Disaster Recovery, SharePoint, Visio, Enterprise Architecture, Project Management, Process Improvement, Financial Services, Software Development, Databases
Education
University of Delaware
Daniel Gold's The Vanguard Group Experience September 2008 - July 2010
Job Product Manager | Strategist | Relationship Builder
Industry Information Technology and Services
Experience
Thomson Reuters August 2014 - Present
Corporation Service Company July 2013 - May 2014
Corporation Service Company June 2012 - August 2012
Enterprise Management Consulting Practice October 2011 - May 2012
The Vanguard Group September 2008 - July 2010
West Chester Insurance Agency June 2007 - June 2008
Finish Line March 2006 - July 2007
Skills
Cross-functional Team..., Management, Salesforce.com, Retail, Strategy, Product Management, Market Research, Sales, CRM, Competitive Analysis, Basic HTML, Analytics, Google Analytics, Analysis, CSS, Conflict Resolution, Omniture, Customer Service, Process Improvement, Branding, Agile Methodologies
Education
Temple University - Fox School of Business and Management 2011 — 2013
Master of Business Administration (MBA), Information Technology Management
West Chester University of Pennsylvania 2003 — 2007
Bachelor of Science (BS), Finance
Thomson Reuters August 2014 - Present
Corporation Service Company July 2013 - May 2014
Corporation Service Company June 2012 - August 2012
Enterprise Management Consulting Practice October 2011 - May 2012
The Vanguard Group September 2008 - July 2010
West Chester Insurance Agency June 2007 - June 2008
Finish Line March 2006 - July 2007
Skills
Cross-functional Team..., Management, Salesforce.com, Retail, Strategy, Product Management, Market Research, Sales, CRM, Competitive Analysis, Basic HTML, Analytics, Google Analytics, Analysis, CSS, Conflict Resolution, Omniture, Customer Service, Process Improvement, Branding, Agile Methodologies
Education
Temple University - Fox School of Business and Management 2011 — 2013
Master of Business Administration (MBA), Information Technology Management
West Chester University of Pennsylvania 2003 — 2007
Bachelor of Science (BS), Finance
Wendy Zalles's The Vanguard Group Experience June 1993 - Present
Job Product Owner @ Vanguard
Industry Financial Services
Experience
Workout With Wendy June 2001 - Present
The Vanguard Group June 1993 - Present
FELSKIDS.org 2012 - September 2014
United Way of Greater Philadelphia August 2013 - March 2014
The Baldwin School January 1998 - May 2009
Skills
Leadership, Public Relations, Agile Methodologies, Project Management, Coaching, Team Leadership, Change Management, New Business Development, Analysis, Business Analysis, CRM, Cross-functional Team..., Entrepreneurship, Organizational..., Strategy, Agile Project Management, Financial Services, Leadership Development, Management, Management Consulting, Marketing, Personal Training, Process Improvement, Program Management, SDLC, Start-ups, Strategic Planning, Teaching, Team Building, Training
Education
University of Miami 1989 — 1991
PR/Journalism
The Baldwin School 1985 — 1989
n/a, English, Creative Writing
Temple University
Workout With Wendy June 2001 - Present
The Vanguard Group June 1993 - Present
FELSKIDS.org 2012 - September 2014
United Way of Greater Philadelphia August 2013 - March 2014
The Baldwin School January 1998 - May 2009
Skills
Leadership, Public Relations, Agile Methodologies, Project Management, Coaching, Team Leadership, Change Management, New Business Development, Analysis, Business Analysis, CRM, Cross-functional Team..., Entrepreneurship, Organizational..., Strategy, Agile Project Management, Financial Services, Leadership Development, Management, Management Consulting, Marketing, Personal Training, Process Improvement, Program Management, SDLC, Start-ups, Strategic Planning, Teaching, Team Building, Training
Education
University of Miami 1989 — 1991
PR/Journalism
The Baldwin School 1985 — 1989
n/a, English, Creative Writing
Temple University
Dana Matthew Marta Dana Matthew Marta's The Vanguard Group Experience December 2003 - November 2004
Job Experienced business professional
Industry Automotive
Experience
Brandywine Plastics East June 2011 - Present
West Chester Dog Walkers June 2010 - June 2013
West Chester University Foundation June 2008 - April 2009
PFPC Global Fund Services February 2005 - June 2008
The Vanguard Group December 2003 - November 2004
Skills
Customer Satisfaction, Customer Service, Marketing, Automotive, Asset Allocation, Mutual Funds, Brand Management, Finance, Investments, Portfolio Management, Automobile, Securities, Direct Marketing, Email Marketing, Online Marketing, Integrated Marketing, Market Research, Public Relations, Press Releases
Education
Towson University 1998 — 2002
Bachelor of Science (B.S.), Business Administration, Marketing
Brandywine Plastics East June 2011 - Present
West Chester Dog Walkers June 2010 - June 2013
West Chester University Foundation June 2008 - April 2009
PFPC Global Fund Services February 2005 - June 2008
The Vanguard Group December 2003 - November 2004
Skills
Customer Satisfaction, Customer Service, Marketing, Automotive, Asset Allocation, Mutual Funds, Brand Management, Finance, Investments, Portfolio Management, Automobile, Securities, Direct Marketing, Email Marketing, Online Marketing, Integrated Marketing, Market Research, Public Relations, Press Releases
Education
Towson University 1998 — 2002
Bachelor of Science (B.S.), Business Administration, Marketing
Leo Gampa Leo Gampa's The Vanguard Group Experience June 1998 - November 2003
Job Director SAP HR Systems at Comcast
Industry Information Technology and Services
Experience
Comcast March 2013 - Present
Comcast November 2010 - March 2013
ASUG - Americas' SAP Users' Group August 2011 - January 2013
Comcast September 2009 - December 2010
IBM January 2007 - September 2009
The Vanguard Group June 1998 - November 2003
US Navy July 1992 - April 1994
Skills
SAP system, SAP Talent Management, SAP Performance..., SAP LSO, SAP Sucession Planning, Performance Management, Talent Acquisition, SAP, Deferred Compensation, HRIS, SAP R/3, Talent Management, Employee Engagement, Personnel Management, Business Analysis, Integration, Succession Planning, SAP HR, ERP, Human Resources, SAP ERP, Business Process, Interviews, Business Process..., Vendor Management, PeopleSoft, Change Management, Leadership
Education
Temple University - Fox School of Business and Management 1994 — 1998
Bachelor of Business Administration (BBA), Finance/Economics
Comcast March 2013 - Present
Comcast November 2010 - March 2013
ASUG - Americas' SAP Users' Group August 2011 - January 2013
Comcast September 2009 - December 2010
IBM January 2007 - September 2009
The Vanguard Group June 1998 - November 2003
US Navy July 1992 - April 1994
Skills
SAP system, SAP Talent Management, SAP Performance..., SAP LSO, SAP Sucession Planning, Performance Management, Talent Acquisition, SAP, Deferred Compensation, HRIS, SAP R/3, Talent Management, Employee Engagement, Personnel Management, Business Analysis, Integration, Succession Planning, SAP HR, ERP, Human Resources, SAP ERP, Business Process, Interviews, Business Process..., Vendor Management, PeopleSoft, Change Management, Leadership
Education
Temple University - Fox School of Business and Management 1994 — 1998
Bachelor of Business Administration (BBA), Finance/Economics
Bill Houck, CFP®, ChFC® Bill Houck, CFP®, ChFC®'s The Vanguard Group Experience 1998 - 2006
Job Wealth Manager with Modera Wealth Management
Industry Financial Services
Experience
Modera Wealth Management March 2008 - Present
UBS 2006 - 2008
The Vanguard Group 1998 - 2006
Education
University of Delaware - Lerner College of Business and Economics 1994 — 1998
BA, Marketing, Economics
Modera Wealth Management March 2008 - Present
UBS 2006 - 2008
The Vanguard Group 1998 - 2006
Education
University of Delaware - Lerner College of Business and Economics 1994 — 1998
BA, Marketing, Economics
Diana Reviss Diana Reviss's The Vanguard Group Experience February 2008 - Present
Job Financial Processing Specialist at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group February 2008 - Present
Law Offices of Greg Prosmushkin October 2006 - January 2008
Skills
Asset Management, Banking, Equities, Investments, Securities
Education
Temple University - Fox School of Business and Management 2001 — 2006
The Vanguard Group February 2008 - Present
Law Offices of Greg Prosmushkin October 2006 - January 2008
Skills
Asset Management, Banking, Equities, Investments, Securities
Education
Temple University - Fox School of Business and Management 2001 — 2006
Brian Jackson, CFA, CFP® Brian Jackson, CFA, CFP®'s The Vanguard Group Experience 2003 - 2006
Job Vice President, Portfolio Manager at Arizona Bank & Trust
Industry Investment Management
Experience
Arizona Bank & Trust 2007 - Present
AST Trust Company 2006 - 2007
The Vanguard Group 2003 - 2006
Bowne 1999 - 2003
Skills
Asset Management, Investments, Mortgage Lending, Equities, Hedge Funds, Treasury Management, Portfolio Management, Banking, Business Development, Wealth Management, Wealth Management..., Mutual Funds, Risk Management, Alternative Investments, Asset Allocation, Bloomberg, Financial Analysis, Commercial Banking, Estate Planning, Financial Services, Investment Advisory, Strategic Financial..., Credit, Financial Risk, Equity Research, Commercial Lending, ETFs, Loans, Financial Advisory, Investment Strategies, Private Banking, Loan Origination, Series 7, Retirement Planning, Fixed Income, Finance, Credit Analysis, Relationship Management, Bonds
Education
University of Arizona 1994 — 1999
Bachelor's Degree, Economics
Arizona Bank & Trust 2007 - Present
AST Trust Company 2006 - 2007
The Vanguard Group 2003 - 2006
Bowne 1999 - 2003
Skills
Asset Management, Investments, Mortgage Lending, Equities, Hedge Funds, Treasury Management, Portfolio Management, Banking, Business Development, Wealth Management, Wealth Management..., Mutual Funds, Risk Management, Alternative Investments, Asset Allocation, Bloomberg, Financial Analysis, Commercial Banking, Estate Planning, Financial Services, Investment Advisory, Strategic Financial..., Credit, Financial Risk, Equity Research, Commercial Lending, ETFs, Loans, Financial Advisory, Investment Strategies, Private Banking, Loan Origination, Series 7, Retirement Planning, Fixed Income, Finance, Credit Analysis, Relationship Management, Bonds
Education
University of Arizona 1994 — 1999
Bachelor's Degree, Economics
Donna (D'Angelo) Struck Donna (D'Angelo) Struck's The Vanguard Group Experience February 1990 - August 2003
Job Director of Finance & Administration at The Schuylkill Center for Environmental Education
Industry Museums and Institutions
Experience
The Schuylkill Center for Environmental Education November 2008 - Present
Ten Thousand Villages March 2005 - December 2008
Tredyffrin Public Library September 2003 - March 2005
The Vanguard Group February 1990 - August 2003
Janney Montgomery Scott Inc June 1988 - December 1989
Skills
Non-profits, Microsoft Office, Event Planning, Event Management, Research, Nonprofits, Community Outreach, Volunteer Management, Leadership, Fundraising, Program Development, Grants, Editing
Education
Temple University - Fox School of Business and Management 1984 — 1988
BBA, Finance/Economics
The Schuylkill Center for Environmental Education November 2008 - Present
Ten Thousand Villages March 2005 - December 2008
Tredyffrin Public Library September 2003 - March 2005
The Vanguard Group February 1990 - August 2003
Janney Montgomery Scott Inc June 1988 - December 1989
Skills
Non-profits, Microsoft Office, Event Planning, Event Management, Research, Nonprofits, Community Outreach, Volunteer Management, Leadership, Fundraising, Program Development, Grants, Editing
Education
Temple University - Fox School of Business and Management 1984 — 1988
BBA, Finance/Economics
Kathleen Wicker Kathleen Wicker's The Vanguard Group Experience January 2006 - April 2011
Job Director, Strategic Accounts at Executive Health Resources
Industry Hospital & Health Care
Experience
Executive Health Resources September 2011 - Present
The Vanguard Group January 2006 - April 2011
The Vanguard Group January 2005 - January 2006
The Vanguard Group January 2003 - January 2005
The Vanguard Group March 1999 - December 2002
Independent Contractor December 1995 - March 1999
SEI Investments September 1989 - December 1995
Skills
Relationship Management, Financial Services, Series 63, CRM, Strategic Planning, Cross-functional Team..., Corporate Communications, Product Marketing, Retirement, Marketing Strategy, Series 7, Retirement Planning, Mutual Funds, Strategy, Competitive Analysis, Product Management, Marketing
Education
University of Delaware 1980 — 1982
MA, English
RFA
RFA
Executive Health Resources September 2011 - Present
The Vanguard Group January 2006 - April 2011
The Vanguard Group January 2005 - January 2006
The Vanguard Group January 2003 - January 2005
The Vanguard Group March 1999 - December 2002
Independent Contractor December 1995 - March 1999
SEI Investments September 1989 - December 1995
Skills
Relationship Management, Financial Services, Series 63, CRM, Strategic Planning, Cross-functional Team..., Corporate Communications, Product Marketing, Retirement, Marketing Strategy, Series 7, Retirement Planning, Mutual Funds, Strategy, Competitive Analysis, Product Management, Marketing
Education
University of Delaware 1980 — 1982
MA, English
RFA
RFA
Tony Troiano Tony Troiano's The Vanguard Group Experience 2004 - 2006
Job OpEx Manager, Penske
Industry Logistics and Supply Chain
Experience
Penske October 2014 - Present
Mercury Plastics, Inc. February 2014 - October 2014
Whirlpool Corporation February 2012 - January 2014
Whirlpool Corporation December 2010 - February 2012
Prodesco February 2010 - November 2010
DVIRC July 2007 - November 2009
Vanguard 2005 - 2007
US Army 1986 - 2007
The Vanguard Group 2004 - 2006
Samsung Electronics 2003 - 2004
Skills
Process Optimization, Six Sigma, Lean Manufacturing, Value Stream Mapping, Continuous Improvement, Operational Excellence, DMAIC, Black Belt, SPC, FMEA, Kaizen, Manufacturing, Cross-functional Team..., Minitab, Process Improvement, Design of Experiments, Root Cause Analysis, ISO, Supply Chain, 5S, Quality System, Manufacturing..., Manufacturing..., Kanban, Quality Management, Supplier Quality, Product Development, Toyota Production System, TPM, Process Engineering, PPAP, SMED, TQM
Education
University of Dayton 1987 — 1991
Bachelors of Electrical Engineering, Electrical Engineering
Carey High 1983 — 1987
Diploma, College Prep
Penske October 2014 - Present
Mercury Plastics, Inc. February 2014 - October 2014
Whirlpool Corporation February 2012 - January 2014
Whirlpool Corporation December 2010 - February 2012
Prodesco February 2010 - November 2010
DVIRC July 2007 - November 2009
Vanguard 2005 - 2007
US Army 1986 - 2007
The Vanguard Group 2004 - 2006
Samsung Electronics 2003 - 2004
Skills
Process Optimization, Six Sigma, Lean Manufacturing, Value Stream Mapping, Continuous Improvement, Operational Excellence, DMAIC, Black Belt, SPC, FMEA, Kaizen, Manufacturing, Cross-functional Team..., Minitab, Process Improvement, Design of Experiments, Root Cause Analysis, ISO, Supply Chain, 5S, Quality System, Manufacturing..., Manufacturing..., Kanban, Quality Management, Supplier Quality, Product Development, Toyota Production System, TPM, Process Engineering, PPAP, SMED, TQM
Education
University of Dayton 1987 — 1991
Bachelors of Electrical Engineering, Electrical Engineering
Carey High 1983 — 1987
Diploma, College Prep
Girish Prabhakara Shyandilya Girish Prabhakara Shyandilya's The Vanguard Group Experience January 2011 - Present
Job Software Developer at The Vanguard Group
Industry Computer Software
Experience
The Vanguard Group January 2011 - Present
Skills
SQL
Education
Texas A&M University-Kingsville 2008 — 2010
MS, Computer Science
Visvesvaraya Technological University 2003 — 2007
B.E, Computer Science
Sri Kumaran Children's Home 1991 — 2001
High School Degree
The Vanguard Group January 2011 - Present
Skills
SQL
Education
Texas A&M University-Kingsville 2008 — 2010
MS, Computer Science
Visvesvaraya Technological University 2003 — 2007
B.E, Computer Science
Sri Kumaran Children's Home 1991 — 2001
High School Degree
Kshitij (TJ) Mahindra's The Vanguard Group Experience October 2011 - September 2012
Job Business Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2013 - Present
The Vanguard Group October 2011 - September 2012
The Lane Construction Corporation September 2010 - April 2011
Temple University 2009 - 2011
Acorn Systems May 2010 - October 2010
Potstickers Asian Grill May 2006 - March 2009
America Bar & Grill January 2005 - February 2006
Skills
Financial Modeling, Financial Analysis, Valuation, Acorn Enterprise..., Enterprise Valuation, MS Office Suite, Industry Analysis, Competitive Analysis, Competitive Intelligence, Strategic Planning, Business Strategy, Strategic Analysis, Analysis, Corporate Finance, Finance, Strategic Financial..., Leadership
Education
Temple University - Fox School of Business and Management 2009 — 2011
MBA, Corporate Finance
University of Delaware 2002 — 2005
Bachelor of Science, Business and Hotel Restaurant and Institutional Management
The Air Force School, Subroto Park, New Delhi 1985 — 1998
Science, High School
Morgan Stanley May 2013 - Present
The Vanguard Group October 2011 - September 2012
The Lane Construction Corporation September 2010 - April 2011
Temple University 2009 - 2011
Acorn Systems May 2010 - October 2010
Potstickers Asian Grill May 2006 - March 2009
America Bar & Grill January 2005 - February 2006
Skills
Financial Modeling, Financial Analysis, Valuation, Acorn Enterprise..., Enterprise Valuation, MS Office Suite, Industry Analysis, Competitive Analysis, Competitive Intelligence, Strategic Planning, Business Strategy, Strategic Analysis, Analysis, Corporate Finance, Finance, Strategic Financial..., Leadership
Education
Temple University - Fox School of Business and Management 2009 — 2011
MBA, Corporate Finance
University of Delaware 2002 — 2005
Bachelor of Science, Business and Hotel Restaurant and Institutional Management
The Air Force School, Subroto Park, New Delhi 1985 — 1998
Science, High School
Kathy Kuhl's The Vanguard Group Experience 2000 - Present
Job Senior Designer, Brand Management Services at Vanguard
Industry Design
Experience
Vanguard October 2014 - Present
The Vanguard Group 2000 - Present
Vanguard April 2000 - October 2014
Kuhl Design June 1984 - April 2000
Philadelphia Creative Directory, Inc. 1991 - 2000
Wills Grant 1979 - 1983
Skills
Typography, Graphic Design, InDesign, Adobe Creative Suite, Photoshop, Brand Development, Graphics, Creative Direction, Direct Mail, QuarkXPress, Art Direction, Web Design, Interaction Design, Dreamweaver, Packaging, Adobe Acrobat, User Experience, Illustrator, Illustration, Layout, Brochures, Project Management, Fine Art, Logo Design, Corporate Branding, Creative Strategy, Branding & Identity, Corporate Identity, Posters, Information Design, Experience Design
Education
The University of the Arts 1969 — 1972
BFA, Graphic Design
Atlanta School of Art
Kinnelon HS
Vanguard October 2014 - Present
The Vanguard Group 2000 - Present
Vanguard April 2000 - October 2014
Kuhl Design June 1984 - April 2000
Philadelphia Creative Directory, Inc. 1991 - 2000
Wills Grant 1979 - 1983
Skills
Typography, Graphic Design, InDesign, Adobe Creative Suite, Photoshop, Brand Development, Graphics, Creative Direction, Direct Mail, QuarkXPress, Art Direction, Web Design, Interaction Design, Dreamweaver, Packaging, Adobe Acrobat, User Experience, Illustrator, Illustration, Layout, Brochures, Project Management, Fine Art, Logo Design, Corporate Branding, Creative Strategy, Branding & Identity, Corporate Identity, Posters, Information Design, Experience Design
Education
The University of the Arts 1969 — 1972
BFA, Graphic Design
Atlanta School of Art
Kinnelon HS
Ricky Nieto, CFA's The Vanguard Group Experience June 2005 - August 2005
Job Associate at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company August 2014 - Present
PepsiCo June 2013 - August 2013
Huron Consulting Group January 2010 - August 2012
Huron Consulting Group January 2008 - December 2009
Huron Consulting Group July 2006 - December 2007
The Vanguard Group June 2005 - August 2005
Skills
Cash Flow Forecasting, Financial Modeling, Restructuring, Due Diligence, Valuation, Debt Restructuring, Project Management, Business Strategy, Financial Analysis, Strategy, Microsoft Excel, Business Valuation, Analytical Skills, Financial Advisory, Operational..., International Expertise, Budget Development, Liquidity Management, Cross-border..., Chapter 11, Creditor Distributions, CFA, Strategic Negotiations, Corporate Finance, Leadership, Management, Mergers & Acquisitions, Forecasting, Acquisition Integration
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Strategic Management, Marketing, and Finance
University of Notre Dame 2002 — 2006
BBA - Mendoza College of Business, Finance
St. Michael's Catholic Academy
McKinsey & Company August 2014 - Present
PepsiCo June 2013 - August 2013
Huron Consulting Group January 2010 - August 2012
Huron Consulting Group January 2008 - December 2009
Huron Consulting Group July 2006 - December 2007
The Vanguard Group June 2005 - August 2005
Skills
Cash Flow Forecasting, Financial Modeling, Restructuring, Due Diligence, Valuation, Debt Restructuring, Project Management, Business Strategy, Financial Analysis, Strategy, Microsoft Excel, Business Valuation, Analytical Skills, Financial Advisory, Operational..., International Expertise, Budget Development, Liquidity Management, Cross-border..., Chapter 11, Creditor Distributions, CFA, Strategic Negotiations, Corporate Finance, Leadership, Management, Mergers & Acquisitions, Forecasting, Acquisition Integration
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Strategic Management, Marketing, and Finance
University of Notre Dame 2002 — 2006
BBA - Mendoza College of Business, Finance
St. Michael's Catholic Academy
Trish Romano Trish Romano's The Vanguard Group Experience October 1993 - August 2000
Job Energetic Synergy Integrated Bodywork Therapy
Industry Health, Wellness and Fitness
Experience
Energetic Synergy August 2000 - Present
Lifeline Chiropractic March 2005 - September 2011
The Vanguard Group October 1993 - August 2000
Skills
Wellness, Health, Holistic Health, Healing, Wellbeing, Pain Management, Bodywork, Energy Healing, Back Pain, Craniosacral Therapy, Shiatsu, Relaxation, Myofascial Release, Alternative Medicine, Prenatal Care, Stress Management, Energy Work, Traditional Chinese..., Therapists, Reiki, Stress, Wellness Coaching, Treatment, Yoga
Education
Upledger Institute 2005 — 2011
Craniosacral Therapy
International School of Shiatsu 1999 — 2001
Shiatsu Practitioner, Shiatsu/Shin Tai Bodywork
Pennsylvania School ofMuscle Therapy 1998 — 1999
Shiatsu
Temple University 1979 — 1992
Bachelor's Degree, Finance & Marketing
Energetic Synergy August 2000 - Present
Lifeline Chiropractic March 2005 - September 2011
The Vanguard Group October 1993 - August 2000
Skills
Wellness, Health, Holistic Health, Healing, Wellbeing, Pain Management, Bodywork, Energy Healing, Back Pain, Craniosacral Therapy, Shiatsu, Relaxation, Myofascial Release, Alternative Medicine, Prenatal Care, Stress Management, Energy Work, Traditional Chinese..., Therapists, Reiki, Stress, Wellness Coaching, Treatment, Yoga
Education
Upledger Institute 2005 — 2011
Craniosacral Therapy
International School of Shiatsu 1999 — 2001
Shiatsu Practitioner, Shiatsu/Shin Tai Bodywork
Pennsylvania School ofMuscle Therapy 1998 — 1999
Shiatsu
Temple University 1979 — 1992
Bachelor's Degree, Finance & Marketing
Andrew Pfeifer Andrew Pfeifer's The Vanguard Group Experience October 2008 - January 2009
Job Account Executive at REED TECH
Industry Insurance
Experience
Reed Technology and Information Services Inc. January 2015 - Present
Merion Matters February 2012 - January 2015
PeopleShare August 2011 - January 2012
The Vanguard Group October 2008 - January 2009
Disc Makers April 2006 - October 2008
Group 9, Inc. August 2005 - April 2006
Foster Digital Media Productions, LLC June 2003 - August 2005
Skills
Marketing, Healthcare, Sales, Account Management, Marketing Strategy, New Business Development, Lead Generation, Direct Marketing, Email Marketing, Integrated Marketing, Contract Negotiation, Sales Management, B2B Marketing Strategy, Consultative Selling, Advertising, Strategic Planning, Customer Service, New Client Acquisitions, Social Media Marketing, Microsoft Office
Education
The College of New Jersey 2000 — 2004
B.F.A., Graphic Design/Computer Graphics
Reed Technology and Information Services Inc. January 2015 - Present
Merion Matters February 2012 - January 2015
PeopleShare August 2011 - January 2012
The Vanguard Group October 2008 - January 2009
Disc Makers April 2006 - October 2008
Group 9, Inc. August 2005 - April 2006
Foster Digital Media Productions, LLC June 2003 - August 2005
Skills
Marketing, Healthcare, Sales, Account Management, Marketing Strategy, New Business Development, Lead Generation, Direct Marketing, Email Marketing, Integrated Marketing, Contract Negotiation, Sales Management, B2B Marketing Strategy, Consultative Selling, Advertising, Strategic Planning, Customer Service, New Client Acquisitions, Social Media Marketing, Microsoft Office
Education
The College of New Jersey 2000 — 2004
B.F.A., Graphic Design/Computer Graphics
Shantae Landingham, J.D., M.B.A Shantae Landingham, J.D., M.B.A's The Vanguard Group Experience July 2013 - September 2015
Job New Instructor Trainee UPENN The Wharton School and Risk Advisor at Brandywine Global Legg Mason
Industry Financial Services
Experience
Brandywine Global Investment Management September 2015 - Present
University of Pennsylvania August 2015 - Present
The Vanguard Group July 2013 - September 2015
Vanguard March 2013 - June 2013
Vanguard December 2012 - March 2013
Vanguard August 2012 - November 2012
Valparaiso University March 2012 - May 2012
Valparaiso University School of Law August 2011 - May 2012
Valparaiso University September 2010 - May 2012
Valparaiso University May 2011 - August 2011
Skills
Tax, Legal Writing, Legal Research, Leadership, Business Planning, Sales, Contract Management, Nonprofits, Public Speaking, Fundraising, Event Planning, Project Management, Team Building, Strategy, Management, Research
Education
Valparaiso University School of Law 2009 — 2012
Juris Doctor
Tennessee State University 2004 — 2008
Bachelor of Business Administration
Valparaiso University School of Business
Master of Business Administration
Brandywine Global Investment Management September 2015 - Present
University of Pennsylvania August 2015 - Present
The Vanguard Group July 2013 - September 2015
Vanguard March 2013 - June 2013
Vanguard December 2012 - March 2013
Vanguard August 2012 - November 2012
Valparaiso University March 2012 - May 2012
Valparaiso University School of Law August 2011 - May 2012
Valparaiso University September 2010 - May 2012
Valparaiso University May 2011 - August 2011
Skills
Tax, Legal Writing, Legal Research, Leadership, Business Planning, Sales, Contract Management, Nonprofits, Public Speaking, Fundraising, Event Planning, Project Management, Team Building, Strategy, Management, Research
Education
Valparaiso University School of Law 2009 — 2012
Juris Doctor
Tennessee State University 2004 — 2008
Bachelor of Business Administration
Valparaiso University School of Business
Master of Business Administration
Robert Brannon Robert Brannon's The Vanguard Group Experience July 2008 - September 2012
Job Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2012 - Present
Wilkinson and Associates Real Estate September 2011 - Present
Thomas Davis Defending Dreams Foundation November 2008 - Present
The Vanguard Group July 2008 - September 2012
Charlotte Skycap August 2005 - December 2011
Keller Williams Real Estate February 2010 - September 2011
Empire Distributors June 2004 - June 2007
Skills
Obtained NASD Series..., Obtained N.C. Real..., Series 63, Retirement, Series 7, Sales, Real Estate, Public Speaking, Mutual Funds, Selling, Series 6, IRAs, Retirement Planning, Investment Properties, Insurance, Customer Service, Relationship Management, Financial Analysis, Brokerage, Real Estate Transactions, Leadership, Investment Strategies, Investments, Management, Marketing
Education
The University of Georgia 1999 — 2004
"BS", Political Science
TIAA-CREF September 2012 - Present
Wilkinson and Associates Real Estate September 2011 - Present
Thomas Davis Defending Dreams Foundation November 2008 - Present
The Vanguard Group July 2008 - September 2012
Charlotte Skycap August 2005 - December 2011
Keller Williams Real Estate February 2010 - September 2011
Empire Distributors June 2004 - June 2007
Skills
Obtained NASD Series..., Obtained N.C. Real..., Series 63, Retirement, Series 7, Sales, Real Estate, Public Speaking, Mutual Funds, Selling, Series 6, IRAs, Retirement Planning, Investment Properties, Insurance, Customer Service, Relationship Management, Financial Analysis, Brokerage, Real Estate Transactions, Leadership, Investment Strategies, Investments, Management, Marketing
Education
The University of Georgia 1999 — 2004
"BS", Political Science
Kyle Ashinhurst Kyle Ashinhurst's The Vanguard Group Experience October 1999 - Present
Job Senior writer/editor, Vanguard International Marketing
Industry Financial Services
Experience
Vanguard International Marketing July 2014 - Present
The Vanguard Group October 1999 - Present
Journal Register Company March 1996 - October 1999
Skills
Social Media, Blogging, Web Content, Content Strategy, Editing, Copywriting, Media Relations, Copy Editing, Content Management, Proofreading, Communication Training, Mutual Funds, Newsletters, Facebook, Non-profits, Social Networking, Public Relations, Digital Media, Internal Communications, Public Speaking, Strategic Communications, Journalism, Video, Multimedia, Marketing Communications, News Writing
Education
Trinity College-Hartford 1988 — 1993
1993, Political Science, History
Haverford School
Vanguard International Marketing July 2014 - Present
The Vanguard Group October 1999 - Present
Journal Register Company March 1996 - October 1999
Skills
Social Media, Blogging, Web Content, Content Strategy, Editing, Copywriting, Media Relations, Copy Editing, Content Management, Proofreading, Communication Training, Mutual Funds, Newsletters, Facebook, Non-profits, Social Networking, Public Relations, Digital Media, Internal Communications, Public Speaking, Strategic Communications, Journalism, Video, Multimedia, Marketing Communications, News Writing
Education
Trinity College-Hartford 1988 — 1993
1993, Political Science, History
Haverford School
Alan P. Richman Alan P. Richman's The Vanguard Group Experience November 1997 - January 2000
Job President & CEO at InnoVative Capital LLC
Industry Banking
Experience
InnoVative Capital LLC January 2001 - Present
The Vanguard Group November 1997 - January 2000
T. Rowe Price Associates February 1991 - November 1997
Credit Local de France December 1987 - December 1990
The Tokai Bank December 1985 - December 1987
Donaldson, Lufkin & Jenrette December 1983 - December 1985
Shearson American Express June 1982 - December 1983
Skills
FHA 242, Healthcare, Municipal, Public Finance, Community Hospitals, Debt, Capital Markets, Financial Analysis, Senior Living, Strategic Planning, USDA, Investments, Due Diligence, Risk Management, Credit, Financial Modeling, Public Speaking, Mergers, Municipalities, Banking, Bonds, Budgets, Executive Management, Finance, Financial Structuring, Healthcare Consulting, Healthcare Industry, Hospitals, Managerial Finance, Mergers, Seniors, Structured Finance, Strategic Financial..., Financial Planning, Loans
Education
State University of New York at Albany 1980 — 1982
MBA, Finance with a Public Finance specialty
State University of New York at Albany 1976 — 1980
BS, Economics
InnoVative Capital LLC January 2001 - Present
The Vanguard Group November 1997 - January 2000
T. Rowe Price Associates February 1991 - November 1997
Credit Local de France December 1987 - December 1990
The Tokai Bank December 1985 - December 1987
Donaldson, Lufkin & Jenrette December 1983 - December 1985
Shearson American Express June 1982 - December 1983
Skills
FHA 242, Healthcare, Municipal, Public Finance, Community Hospitals, Debt, Capital Markets, Financial Analysis, Senior Living, Strategic Planning, USDA, Investments, Due Diligence, Risk Management, Credit, Financial Modeling, Public Speaking, Mergers, Municipalities, Banking, Bonds, Budgets, Executive Management, Finance, Financial Structuring, Healthcare Consulting, Healthcare Industry, Hospitals, Managerial Finance, Mergers, Seniors, Structured Finance, Strategic Financial..., Financial Planning, Loans
Education
State University of New York at Albany 1980 — 1982
MBA, Finance with a Public Finance specialty
State University of New York at Albany 1976 — 1980
BS, Economics
Cheryl (Ziegler) Shord Cheryl (Ziegler) Shord's The Vanguard Group Experience 1993 - 1995
Job Director of Marketing at Alliance Benefit Group, LLC
Industry Financial Services
Experience
Alliance Benefit Group, LLC April 2014 - Present
SunGard January 2013 - April 2014
SunGard August 2012 - January 2013
SunGard Relius 2005 - August 2012
CitiStreet 2003 - 2005
Nordstrom 2002 - 2003
Benefit Services Corporation 2000 - 2002
Northern Trust Retirement Consultants 1999 - 2000
Smith Barney Corporate Trust Company 1995 - 1999
The Vanguard Group 1993 - 1995
Skills
Product Marketing, Communications, Events Management, Online Marketing, Event Marketing, Social Media, Advertising, Trade Shows, Email Marketing, Marketing Communications, Marketing Management, Direct Marketing, Salesforce.com, Campaign Management, Event Management, ExactTarget, Sitecore, RTI, 401k, Employee Benefits, Pensions, recordkeeping, Defined Contribution, Defined Benefit, Marketing, Online Advertising, Retirement, Product Management, Financial Services, Team Building, Business Development, Event Planning, Lead Generation, Records Management, Strategic Partnerships, Management
Education
St. Mark's High school
University of Delaware
BA, Political Science and Spanish
Alliance Benefit Group, LLC April 2014 - Present
SunGard January 2013 - April 2014
SunGard August 2012 - January 2013
SunGard Relius 2005 - August 2012
CitiStreet 2003 - 2005
Nordstrom 2002 - 2003
Benefit Services Corporation 2000 - 2002
Northern Trust Retirement Consultants 1999 - 2000
Smith Barney Corporate Trust Company 1995 - 1999
The Vanguard Group 1993 - 1995
Skills
Product Marketing, Communications, Events Management, Online Marketing, Event Marketing, Social Media, Advertising, Trade Shows, Email Marketing, Marketing Communications, Marketing Management, Direct Marketing, Salesforce.com, Campaign Management, Event Management, ExactTarget, Sitecore, RTI, 401k, Employee Benefits, Pensions, recordkeeping, Defined Contribution, Defined Benefit, Marketing, Online Advertising, Retirement, Product Management, Financial Services, Team Building, Business Development, Event Planning, Lead Generation, Records Management, Strategic Partnerships, Management
Education
St. Mark's High school
University of Delaware
BA, Political Science and Spanish
Scott E. Miles, CFA Scott E. Miles, CFA's The Vanguard Group Experience June 2002 - December 2010
Job Senior Fixed Income Analyst at Vanguard
Industry Investment Management
Experience
Vanguard January 2012 - Present
Vanguard Investments UK, Limited December 2010 - December 2011
The Vanguard Group June 2002 - December 2010
United States Navy October 1994 - August 2000
US Navy, Naval Reactors 1994 - 2000
Skills
Fixed Income, Asset Managment, Investments, Financial Modeling, Defense Contracting, Portfolio Management, Mutual Funds, Financial Analysis, Valuation, Capital Markets, Bloomberg
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2000 — 2002
MBA
Bettis Reactor Engineering School 1995 — 1996
Nuclear Engineering
Virginia Polytechnic Institute and State University 1990 — 1994
BS, Mechanical Engineering
Vanguard January 2012 - Present
Vanguard Investments UK, Limited December 2010 - December 2011
The Vanguard Group June 2002 - December 2010
United States Navy October 1994 - August 2000
US Navy, Naval Reactors 1994 - 2000
Skills
Fixed Income, Asset Managment, Investments, Financial Modeling, Defense Contracting, Portfolio Management, Mutual Funds, Financial Analysis, Valuation, Capital Markets, Bloomberg
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2000 — 2002
MBA
Bettis Reactor Engineering School 1995 — 1996
Nuclear Engineering
Virginia Polytechnic Institute and State University 1990 — 1994
BS, Mechanical Engineering
Jenna Bryan-Krug, CFA Jenna Bryan-Krug, CFA's The Vanguard Group Experience October 2004 - December 2006
Job Associate at BlackRock
Industry Financial Services
Experience
BlackRock April 2011 - Present
Boenning & Scattergood, Inc. November 2007 - April 2011
Benfield (currently Aon Benfield) December 2006 - November 2007
The Vanguard Group October 2004 - December 2006
Skills
Portfolio Management, Fixed Income, Investments, Bonds, Investment Banking, Valuation, Finance, Financial Analysis, Securities, Bloomberg, Alternative Investments, Financial Modeling, Analysis, Asset Management, Equities
Education
The George Washington University - School of Business 2000 — 2004
BBA, Finance, Marketing
College International de Cannes 2003 — 2003
French Language and Litterature & French Cinema
The Hun School of Princeton 1996 — 2000
BlackRock April 2011 - Present
Boenning & Scattergood, Inc. November 2007 - April 2011
Benfield (currently Aon Benfield) December 2006 - November 2007
The Vanguard Group October 2004 - December 2006
Skills
Portfolio Management, Fixed Income, Investments, Bonds, Investment Banking, Valuation, Finance, Financial Analysis, Securities, Bloomberg, Alternative Investments, Financial Modeling, Analysis, Asset Management, Equities
Education
The George Washington University - School of Business 2000 — 2004
BBA, Finance, Marketing
College International de Cannes 2003 — 2003
French Language and Litterature & French Cinema
The Hun School of Princeton 1996 — 2000
Phillip Aghjayan Phillip Aghjayan's The Vanguard Group Experience March 2001 - Present
Job Systems Manager at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group March 2001 - Present
Lante 2000 - 2001
Great-West Life and Annuity Insurance Company August 1993 - January 2000
Skills
Software Development, Program Management
Education
University of Phoenix 1997 — 2003
BS, Business Administration
University of Mount Olive 1988 — 1990
AA, General
University of California, San Diego 1983 — 1986
Computer Science
The Vanguard Group March 2001 - Present
Lante 2000 - 2001
Great-West Life and Annuity Insurance Company August 1993 - January 2000
Skills
Software Development, Program Management
Education
University of Phoenix 1997 — 2003
BS, Business Administration
University of Mount Olive 1988 — 1990
AA, General
University of California, San Diego 1983 — 1986
Computer Science
Betty Young's The Vanguard Group Experience June 2011 - August 2013
Job Beneficiary Administrator at Vanguard
Industry Financial Services
Experience
Vanguard August 2013 - Present
The Vanguard Group June 2011 - August 2013
Vanguard March 2010 - June 2011
Summit Financial Strategies, Inc. June 2008 - October 2009
Summit Financial Strategies, Inc. January 2008 - June 2008
Merrill Lynch September 2007 - December 2007
Skills
Retirement Planning, Strategic Financial..., Investments, Series 63, Wealth Management, Asset Managment, Estate Planning, Mutual Funds, Portfolio Management, Finance, Investment Management, Business Process, Asset Management, Asset Allocation, Retirement, Series 6, FINRA, Financial Planning
Education
The Univeristy of Phoenix 2010 — 2012
MBA
College for Financial Planning 2008 — 2010
CFP® Certification Professional Education Program
The Ohio State University 2004 — 2008
BS, Family Financial Management & Economics
Vanguard August 2013 - Present
The Vanguard Group June 2011 - August 2013
Vanguard March 2010 - June 2011
Summit Financial Strategies, Inc. June 2008 - October 2009
Summit Financial Strategies, Inc. January 2008 - June 2008
Merrill Lynch September 2007 - December 2007
Skills
Retirement Planning, Strategic Financial..., Investments, Series 63, Wealth Management, Asset Managment, Estate Planning, Mutual Funds, Portfolio Management, Finance, Investment Management, Business Process, Asset Management, Asset Allocation, Retirement, Series 6, FINRA, Financial Planning
Education
The Univeristy of Phoenix 2010 — 2012
MBA
College for Financial Planning 2008 — 2010
CFP® Certification Professional Education Program
The Ohio State University 2004 — 2008
BS, Family Financial Management & Economics
Roni Silberman McGuire's The Vanguard Group Experience 1994 - 1998
Job Stand Up for Rady Children's Hospital Peckham Center Gala CoChair at Rady Children's Hospital AuxiliaryRSF
Industry Nonprofit Organization Management
Experience
Real Estate Management 2014 - Present
Rady Children's Hospital Auxiliary-Rancho Santa Fe September 2009 - Present
Keller Williams Real Estate February 2008 - September 2009
The Vanguard Group 1994 - 1998
Standard & Poors 1992 - 1994
SIAC (a NYSE & AMEX subsidiary) 1989 - 1992
SIAC 1989 - 1992
Merrill Lynch & Co 1987 - 1989
Skills
Fundraising, Leadership, Marketing, Nonprofits, Public Speaking, SFR, Selling, Seniors, Strategic Planning
Education
University at Albany, SUNY 1981 — 1985
BS Economics, Minor: Computer Science
Real Estate Management 2014 - Present
Rady Children's Hospital Auxiliary-Rancho Santa Fe September 2009 - Present
Keller Williams Real Estate February 2008 - September 2009
The Vanguard Group 1994 - 1998
Standard & Poors 1992 - 1994
SIAC (a NYSE & AMEX subsidiary) 1989 - 1992
SIAC 1989 - 1992
Merrill Lynch & Co 1987 - 1989
Skills
Fundraising, Leadership, Marketing, Nonprofits, Public Speaking, SFR, Selling, Seniors, Strategic Planning
Education
University at Albany, SUNY 1981 — 1985
BS Economics, Minor: Computer Science
Gloria Pineda Gloria Pineda's The Vanguard Group Experience 1999 - Present
Job Business Systems Analyst Manager
Industry Information Technology and Services
Experience
The Vanguard Group 1999 - Present
Skills, training, tools and hobbies 1991 - Present
Apple Computer Inc 1994 - 1999
American Express 1991 - 1994
Skills
Business Analysis, BPMN, Project Planning, Top Team, Qualitly Center, Workday, Requirements Analysis, Requirement..., Software Documentation, Apple Remote Desktop, Remote Access, Data Analysis, Unmatchable Exellence...
Education
University of Miami 1987 — 1990
Master of Science (M.S.), Computer Information Systems
University of Delaware 1982 — 1986
Bachelor of Science (B.S.), Psychology
The Vanguard Group 1999 - Present
Skills, training, tools and hobbies 1991 - Present
Apple Computer Inc 1994 - 1999
American Express 1991 - 1994
Skills
Business Analysis, BPMN, Project Planning, Top Team, Qualitly Center, Workday, Requirements Analysis, Requirement..., Software Documentation, Apple Remote Desktop, Remote Access, Data Analysis, Unmatchable Exellence...
Education
University of Miami 1987 — 1990
Master of Science (M.S.), Computer Information Systems
University of Delaware 1982 — 1986
Bachelor of Science (B.S.), Psychology
Mike Borragine Mike Borragine's The Vanguard Group Experience July 2008 - June 2012
Job Senior Manager, Data Analytics at Vanguard
Industry Financial Services
Experience
Vanguard June 2012 - Present
The Vanguard Group July 2008 - June 2012
The Vanguard Group August 2003 - July 2008
The Vanguard Group August 2003 - July 2008
The Vanguard Group August 2003 - August 2005
CIGNA Healthcare May 2002 - August 2002
Morgan Stanley May 2001 - August 2001
Skills
Project Management, Leadership, Series 63, Mutual Funds, Investments, Series 6, Financial Analysis, Investment Strategies, Relationship Management, Wealth Management, Finance, CFA Level 3 Candidate
Education
Temple University - Fox School of Business and Management 1999 — 2003
Bachelor, Awarded magna cum laude, Business Honor’s Program
HS
Vanguard June 2012 - Present
The Vanguard Group July 2008 - June 2012
The Vanguard Group August 2003 - July 2008
The Vanguard Group August 2003 - July 2008
The Vanguard Group August 2003 - August 2005
CIGNA Healthcare May 2002 - August 2002
Morgan Stanley May 2001 - August 2001
Skills
Project Management, Leadership, Series 63, Mutual Funds, Investments, Series 6, Financial Analysis, Investment Strategies, Relationship Management, Wealth Management, Finance, CFA Level 3 Candidate
Education
Temple University - Fox School of Business and Management 1999 — 2003
Bachelor, Awarded magna cum laude, Business Honor’s Program
HS
Marcy Katz Marcy Katz's The Vanguard Group Experience October 2011 - December 2011
Job Event Coordinator at National Constitution Center
Industry Events Services
Experience
National Constitution Center November 2013 - Present
MetroKids Magazine October 2012 - November 2013
Wyndham Worldwide March 2012 - September 2012
The Vanguard Group October 2011 - December 2011
Timeless Images Photography June 2011 - August 2011
Sheryl Garman Wedding and Special Event Consulting January 2011 - June 2011
Uno Chicago Grill March 2003 - June 2011
Delaware Greenways June 2010 - August 2010
Skills
Event Management, Hospitality, Sales, Marketing, Event Planning, Food & Beverage, Photoshop, Social Networking, Meeting Planning, Fundraising, Microsoft Office, Public Speaking, Social Media Marketing
Education
University of Delaware 2007 — 2011
Temple University
Wedding Planning Certification
National Constitution Center November 2013 - Present
MetroKids Magazine October 2012 - November 2013
Wyndham Worldwide March 2012 - September 2012
The Vanguard Group October 2011 - December 2011
Timeless Images Photography June 2011 - August 2011
Sheryl Garman Wedding and Special Event Consulting January 2011 - June 2011
Uno Chicago Grill March 2003 - June 2011
Delaware Greenways June 2010 - August 2010
Skills
Event Management, Hospitality, Sales, Marketing, Event Planning, Food & Beverage, Photoshop, Social Networking, Meeting Planning, Fundraising, Microsoft Office, Public Speaking, Social Media Marketing
Education
University of Delaware 2007 — 2011
Temple University
Wedding Planning Certification
Adam Schulgasser's The Vanguard Group Experience August 2010 - November 2011
Job Senior Account Executive at CareerBuilder.com
Industry Staffing and Recruiting
Experience
CareerBuilder.com April 2015 - Present
CareerBuilder.com May 2014 - March 2015
CareerBuilder.com August 2013 - April 2014
Environmental Futures, Inc. December 2011 - July 2013
The Vanguard Group August 2010 - November 2011
The Jewish Federations of North America August 2009 - July 2010
Skills
Investments, Finance, Financial Analysis, Sales, Business Development, Critical Thinking, Strategic Planning, Lead Generation, Cold Calling, Recruiting, Sales Presentations
Education
University of Arizona 2005 — 2009
Bachelor of Arts, Psychology
CareerBuilder.com April 2015 - Present
CareerBuilder.com May 2014 - March 2015
CareerBuilder.com August 2013 - April 2014
Environmental Futures, Inc. December 2011 - July 2013
The Vanguard Group August 2010 - November 2011
The Jewish Federations of North America August 2009 - July 2010
Skills
Investments, Finance, Financial Analysis, Sales, Business Development, Critical Thinking, Strategic Planning, Lead Generation, Cold Calling, Recruiting, Sales Presentations
Education
University of Arizona 2005 — 2009
Bachelor of Arts, Psychology
Jan Friedli Jan Friedli's The Vanguard Group Experience May 1990 - February 1991
Job President at Silvan Homes, Inc.
Industry Real Estate
Experience
Silvan Homes, Inc. November 2011 - Present
Invesco 2006 - November 2011
AIM Investments February 1999 - April 2006
Nicholas Applegate - Criterion February 1997 - February 1999
Strong Funds February 1994 - February 1997
PIMCO April 1991 - April 1993
The Vanguard Group May 1990 - February 1991
Skills
Investments, Portfolio Management, Real Estate, Real Estate Development, Strategic Planning, Construction Management, Construction, New Business Development, Project Management, Fixed Income, Trading, Management, Risk Management, Equities
Education
The University of Chicago - Booth School of Business 1994 — 1996
MBA, Finance, Statistics, Honors - top 10%
Villanova University 1986 — 1990
BSc, Computer Science, Cum Laude
Silvan Homes, Inc. November 2011 - Present
Invesco 2006 - November 2011
AIM Investments February 1999 - April 2006
Nicholas Applegate - Criterion February 1997 - February 1999
Strong Funds February 1994 - February 1997
PIMCO April 1991 - April 1993
The Vanguard Group May 1990 - February 1991
Skills
Investments, Portfolio Management, Real Estate, Real Estate Development, Strategic Planning, Construction Management, Construction, New Business Development, Project Management, Fixed Income, Trading, Management, Risk Management, Equities
Education
The University of Chicago - Booth School of Business 1994 — 1996
MBA, Finance, Statistics, Honors - top 10%
Villanova University 1986 — 1990
BSc, Computer Science, Cum Laude
Chris Rysak, MBA's The Vanguard Group Experience July 2002 - July 2007
Job High Value Retirement Counselor at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price May 2013 - Present
T. Rowe Price November 2011 - May 2013
PwC July 2011 - September 2011
T. Rowe Price August 2007 - July 2011
The Vanguard Group July 2002 - July 2007
Skills
401k, Retirement, Series 63, Series 7, Investments, Financial Services, Mutual Funds, Retirement Planning, Series 6, Asset Allocation, Qualified Retirement..., IRAs, Uniform Combined State..., Investment Strategies, Securities, Wealth Management, Alternative Investments, Defined Benefit, Equities, Employee Benefits, Finance, Pensions, Retirement Plan..., Retirement Savings, Profit Sharing, Asset Management, Life Insurance, Portfolio Management, Insurance, Selling, Estate Planning, Financial Planners, FINRA, Investment Advisory, Series 24, ERISA, Investment Management, ETFs, Fixed Annuities, Consultative Selling, Retirement Plan..., Retirement Income..., 401 K Rollovers, IRA's, IRA Rollovers, Simple IRA, SEP, Investment Selection, Plan Administration, Series 66
Education
University of Tampa - John H. Sykes College of Business 2008 — 2011
MBA, Management
The College of William and Mary - The Mason School of Business 1998 — 2002
BBA, Operations and Information Technology
T. Rowe Price May 2013 - Present
T. Rowe Price November 2011 - May 2013
PwC July 2011 - September 2011
T. Rowe Price August 2007 - July 2011
The Vanguard Group July 2002 - July 2007
Skills
401k, Retirement, Series 63, Series 7, Investments, Financial Services, Mutual Funds, Retirement Planning, Series 6, Asset Allocation, Qualified Retirement..., IRAs, Uniform Combined State..., Investment Strategies, Securities, Wealth Management, Alternative Investments, Defined Benefit, Equities, Employee Benefits, Finance, Pensions, Retirement Plan..., Retirement Savings, Profit Sharing, Asset Management, Life Insurance, Portfolio Management, Insurance, Selling, Estate Planning, Financial Planners, FINRA, Investment Advisory, Series 24, ERISA, Investment Management, ETFs, Fixed Annuities, Consultative Selling, Retirement Plan..., Retirement Income..., 401 K Rollovers, IRA's, IRA Rollovers, Simple IRA, SEP, Investment Selection, Plan Administration, Series 66
Education
University of Tampa - John H. Sykes College of Business 2008 — 2011
MBA, Management
The College of William and Mary - The Mason School of Business 1998 — 2002
BBA, Operations and Information Technology
Patrick Brewer, CFA, CPA's The Vanguard Group Experience June 2008 - June 2010
Job Partner
Industry Financial Services
Experience
Pennington Financial Group May 2014 - Present
Dynasty Advisor Group May 2014 - Present
Dimensional Fund Advisors June 2010 - May 2014
The Vanguard Group June 2008 - June 2010
Skills
Portfolio Management, Asset Allocation, Alternative Investments, Financial Advisory, Mutual Funds, Investment Management, Investment Advisory, Wealth Management, Finance, Mergers & Acquisitions, Strategic Consulting
Education
University of Delaware 2003 — 2007
Bachelor of Science (BS), Finance, General
University of Delaware - Lerner College of Business and Economics 2003 — 2007
BS, Finance
Pennington Financial Group May 2014 - Present
Dynasty Advisor Group May 2014 - Present
Dimensional Fund Advisors June 2010 - May 2014
The Vanguard Group June 2008 - June 2010
Skills
Portfolio Management, Asset Allocation, Alternative Investments, Financial Advisory, Mutual Funds, Investment Management, Investment Advisory, Wealth Management, Finance, Mergers & Acquisitions, Strategic Consulting
Education
University of Delaware 2003 — 2007
Bachelor of Science (BS), Finance, General
University of Delaware - Lerner College of Business and Economics 2003 — 2007
BS, Finance
John Isle, CIA, CFE, CRMA John Isle, CIA, CFE, CRMA's The Vanguard Group Experience November 1997 - January 1999
Job Internal Audit Consultant at UnitedHealth Group
Industry Hospital & Health Care
Experience
UnitedHealth Group August 2015 - Present
Texas Juvenile Justice Department October 2007 - August 2015
Centex Homes June 2006 - October 2007
Pacific Life March 1999 - April 2006
THE VANGUARD GROUP November 1997 - January 1999
Skills
Team Management, Team Leadership, Customer Service, Customer Engagement, Customer Analysis, Interviewing Skills, Auditing, Quality Auditing, Fraud Detection, Self Assessment, Critical Thinking, Risk Management, Risk Assessment, Root Cause Analysis, Finance
Education
University of California, Santa Barbara 1994 — 1997
BA, Psychology
UnitedHealth Group August 2015 - Present
Texas Juvenile Justice Department October 2007 - August 2015
Centex Homes June 2006 - October 2007
Pacific Life March 1999 - April 2006
THE VANGUARD GROUP November 1997 - January 1999
Skills
Team Management, Team Leadership, Customer Service, Customer Engagement, Customer Analysis, Interviewing Skills, Auditing, Quality Auditing, Fraud Detection, Self Assessment, Critical Thinking, Risk Management, Risk Assessment, Root Cause Analysis, Finance
Education
University of California, Santa Barbara 1994 — 1997
BA, Psychology
D. Scott Feldmiller's The Vanguard Group Experience August 2014 - Present
Job Investment Broker
Industry Financial Services
Experience
The Vanguard Group August 2014 - Present
The Scotts Miracle-Gro Company May 2013 - August 2013
Brown-Forman June 2012 - August 2012
Skills
Financial Services, Time Management, Teamwork, Team Leadership, Accountability, Microsoft Excel, Organizational..., Financial Analysis, Microsoft Word, PowerPoint, Public Speaking, Budgeting, SAP, SAP BW, Data Mining
Education
The Ohio State University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Oakwood High School 2006 — 2010
High School Diploma
The Vanguard Group August 2014 - Present
The Scotts Miracle-Gro Company May 2013 - August 2013
Brown-Forman June 2012 - August 2012
Skills
Financial Services, Time Management, Teamwork, Team Leadership, Accountability, Microsoft Excel, Organizational..., Financial Analysis, Microsoft Word, PowerPoint, Public Speaking, Budgeting, SAP, SAP BW, Data Mining
Education
The Ohio State University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Oakwood High School 2006 — 2010
High School Diploma
Kathy Wilmer Kathy Wilmer's The Vanguard Group Experience 1997 - 2005
Job Member Services Associate at USAA
Industry Arts and Crafts
Experience
USAA August 2014 - Present
The Vanguard Group 1997 - 2005
Skills
Customer Service, Client Services, Certified paralegal, Financial Services
Education
SOAR 2014 — 2014
Career counseling workshop
University of Arizona 1985 — 1989
BA, Journalism
USAA August 2014 - Present
The Vanguard Group 1997 - 2005
Skills
Customer Service, Client Services, Certified paralegal, Financial Services
Education
SOAR 2014 — 2014
Career counseling workshop
University of Arizona 1985 — 1989
BA, Journalism
Wayne Kroger Wayne Kroger's The Vanguard Group Experience November 1993 - January 2001
Job Technical Writer at Billtrust
Industry Information Technology and Services
Experience
Billtrust May 2015 - Present
Education Management Solutions (EMS) January 2012 - May 2015
State Street Bank May 2002 - December 2011
Global Logistics Technologies January 2001 - October 2001
The Vanguard Group November 1993 - January 2001
BDP International, Inc. December 1990 - November 1993
USERS, Inc., October 1988 - November 1990
Skills
Software Documentation, Technical Writing, Quality Assurance, Testing, Visio, Documentation, Databases, PowerPoint, HTML, RoboHelp, Doc-to-Help, Team Leadership, Word, Excel, Problem Solving, JIRA, Confluence
Education
Temple University 1976 — 1981
B,A,, Communications
Archbishop Ryan High School 1972 — 1976
Billtrust May 2015 - Present
Education Management Solutions (EMS) January 2012 - May 2015
State Street Bank May 2002 - December 2011
Global Logistics Technologies January 2001 - October 2001
The Vanguard Group November 1993 - January 2001
BDP International, Inc. December 1990 - November 1993
USERS, Inc., October 1988 - November 1990
Skills
Software Documentation, Technical Writing, Quality Assurance, Testing, Visio, Documentation, Databases, PowerPoint, HTML, RoboHelp, Doc-to-Help, Team Leadership, Word, Excel, Problem Solving, JIRA, Confluence
Education
Temple University 1976 — 1981
B,A,, Communications
Archbishop Ryan High School 1972 — 1976
Tina Watts's The Vanguard Group Experience August 2013 - Present
Job Quality Assurance at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group August 2013 - Present
Skills
Series 6, Series 63, Customer Service, Time Management, Asset Allocation, Hospitality, Mutual Funds, 529 Plans, Coaching, CRM, Retirement, 401k, Retirement Planning, Series 7, Leadership
Education
University of Arizona
Bachelor's degree, Business/Corporate Communications
The Vanguard Group August 2013 - Present
Skills
Series 6, Series 63, Customer Service, Time Management, Asset Allocation, Hospitality, Mutual Funds, 529 Plans, Coaching, CRM, Retirement, 401k, Retirement Planning, Series 7, Leadership
Education
University of Arizona
Bachelor's degree, Business/Corporate Communications
Ashlee Snyder's The Vanguard Group Experience 2007 - 2009
Job Senior Recruitment Manager at 24 Seven Inc.
Industry Staffing and Recruiting
Experience
24 Seven Inc. 2012 - Present
The Creative Group 2011 - 2011
Merion Matters 2010 - 2011
The Vanguard Group 2007 - 2009
Education
Episcopal Academy
Temple University - Fox School of Business and Management
University of Delaware
24 Seven Inc. 2012 - Present
The Creative Group 2011 - 2011
Merion Matters 2010 - 2011
The Vanguard Group 2007 - 2009
Education
Episcopal Academy
Temple University - Fox School of Business and Management
University of Delaware
Ronda Priborsky, CPA, MBA Ronda Priborsky, CPA, MBA's The Vanguard Group Experience July 1998 - June 2004
Job Certified Public Accountant
Industry Accounting
Experience
Slatebridge Restaurant Group, Inc February 2013 - Present
Henry & Horne, LLP July 2008 - April 2012
Western Arizona Radiology September 2006 - August 2007
The Vanguard Group July 1998 - June 2004
Skills
QuickBooks, Financial Statements, Accounting, Payroll, CPA, Finance, General Ledger, Tax, Peachtree, Accounts Payable, Accounts Receivable, Account Reconciliation, Tax Returns, Payroll Taxes, Sales Tax, Financial Analysis, Investments, Financial Reporting, Management, Financial Accounting, Training, MBA, Payroll Administration, Customer Relations
Education
University of Arizona
BS, Finance and Marketing
University of Phoenix
MBA, Management
Slatebridge Restaurant Group, Inc February 2013 - Present
Henry & Horne, LLP July 2008 - April 2012
Western Arizona Radiology September 2006 - August 2007
The Vanguard Group July 1998 - June 2004
Skills
QuickBooks, Financial Statements, Accounting, Payroll, CPA, Finance, General Ledger, Tax, Peachtree, Accounts Payable, Accounts Receivable, Account Reconciliation, Tax Returns, Payroll Taxes, Sales Tax, Financial Analysis, Investments, Financial Reporting, Management, Financial Accounting, Training, MBA, Payroll Administration, Customer Relations
Education
University of Arizona
BS, Finance and Marketing
University of Phoenix
MBA, Management
Andrew Fulda Andrew Fulda's The Vanguard Group Experience 2005 - 2006
Job Sr. Operations Data Lead for TIAACREF at Enterprise Iron Financial Industry Solutions, Inc.
Industry Financial Services
Experience
Enterprise Iron Financial Industry Solutions, Inc. November 2014 - Present
Enterprise Iron Financial Industry Solutions, Inc. 2013 - Present
Zee Medical 2010 - 2013
Independent Consultant September 2007 - December 2010
Aon Hewitt 2010 - September 2010
Sanofi Pasteur 2008 - 2009
Pilat 2006 - 2007
The Vanguard Group 2005 - 2006
ADP 2000 - 2005
Skills
Education, System Testing, 401(k) Conversions, Training, Leadership, Account Management, Program Management, Employee Benefits, Sales, Public Speaking, Full SDLC, SDLC, Change Management, Participant Training &..., Data..., Client Development &..., Employee Training, Project Management, HRIS, New Business Development, Data Analysis, Process Improvement, Project Planning, Consulting, Vendor Management
Education
Madison HS
The College of New Jersey
Bachelor of Science, Education
Enterprise Iron Financial Industry Solutions, Inc. November 2014 - Present
Enterprise Iron Financial Industry Solutions, Inc. 2013 - Present
Zee Medical 2010 - 2013
Independent Consultant September 2007 - December 2010
Aon Hewitt 2010 - September 2010
Sanofi Pasteur 2008 - 2009
Pilat 2006 - 2007
The Vanguard Group 2005 - 2006
ADP 2000 - 2005
Skills
Education, System Testing, 401(k) Conversions, Training, Leadership, Account Management, Program Management, Employee Benefits, Sales, Public Speaking, Full SDLC, SDLC, Change Management, Participant Training &..., Data..., Client Development &..., Employee Training, Project Management, HRIS, New Business Development, Data Analysis, Process Improvement, Project Planning, Consulting, Vendor Management
Education
Madison HS
The College of New Jersey
Bachelor of Science, Education
Beth D'Andrea, CFP® Beth D'Andrea, CFP®'s The Vanguard Group Experience 1986 - 2004
Job Trusted Certified Financial Planner helping families and individuals with investment and financial advice, Speaker
Industry Financial Services
Experience
PlumTree Financial Planning 2005 - Present
The Vanguard Group 1986 - 2004
Skills
Personal Finance, Financial Planning, Retirement Planning, Strategic Financial..., Small Business, Financial Planners, Public Speaking, Strategic Planning, Investments, Insurance, Investment Strategies, Customer Service, Employee Benefits, Risk Management, Securities, Personal Financial..., Mutual Funds, Sales, Wealth Management, Retirement, Asset Allocation, Financial Services, 401k, ETFs, Investment Management, Finance, Management, Leadership
Education
Villanova University 1986 — 1989
MBA, Finance
University of Delaware 1982 — 1986
BS, Business
Lower Moreland High School
PlumTree Financial Planning 2005 - Present
The Vanguard Group 1986 - 2004
Skills
Personal Finance, Financial Planning, Retirement Planning, Strategic Financial..., Small Business, Financial Planners, Public Speaking, Strategic Planning, Investments, Insurance, Investment Strategies, Customer Service, Employee Benefits, Risk Management, Securities, Personal Financial..., Mutual Funds, Sales, Wealth Management, Retirement, Asset Allocation, Financial Services, 401k, ETFs, Investment Management, Finance, Management, Leadership
Education
Villanova University 1986 — 1989
MBA, Finance
University of Delaware 1982 — 1986
BS, Business
Lower Moreland High School
Anne Whelan Hawkins's The Vanguard Group Experience March 1998 - December 2001
Job Assistant Financial Representative
Industry Financial Services
Experience
Northwestern Mutual April 2014 - Present
Myers Park Presbyterian Church August 2011 - December 2012
Charlotte Country Day School March 2005 - October 2010
The Vanguard Group March 1998 - December 2001
Molnlycke Healthcare March 1997 - March 1998
Baxter Healthcare/Allegiance Healthcare March 1995 - March 1997
Skills
Wound Care, Surgery, Hospitals, Sales Operations, Sales, Client Relations Skills, Management, Leadership, Marketing, IV, Human Resources, Team Building
Education
University of North Carolina at Charlotte 1990 — 1991
B.A, Economics
Transylvania University 1987 — 1990
BS, Economics
Northwestern Mutual April 2014 - Present
Myers Park Presbyterian Church August 2011 - December 2012
Charlotte Country Day School March 2005 - October 2010
The Vanguard Group March 1998 - December 2001
Molnlycke Healthcare March 1997 - March 1998
Baxter Healthcare/Allegiance Healthcare March 1995 - March 1997
Skills
Wound Care, Surgery, Hospitals, Sales Operations, Sales, Client Relations Skills, Management, Leadership, Marketing, IV, Human Resources, Team Building
Education
University of North Carolina at Charlotte 1990 — 1991
B.A, Economics
Transylvania University 1987 — 1990
BS, Economics
Todd Rimmer Todd Rimmer's The Vanguard Group Experience August 1990 - Present
Job Information Security Analyst at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group August 1990 - Present
Skills
Information Security, Information Security..., Risk Management, Unix, Security, Business Analysis, IT Audit, ACF2, Sybase, SSL Certificates, Oracle, SQL Server Management..., Active Directory
Education
University of Central Missouri 1981 — 1985
BS. BA., Business Managment, CIS
The Vanguard Group August 1990 - Present
Skills
Information Security, Information Security..., Risk Management, Unix, Security, Business Analysis, IT Audit, ACF2, Sybase, SSL Certificates, Oracle, SQL Server Management..., Active Directory
Education
University of Central Missouri 1981 — 1985
BS. BA., Business Managment, CIS
Ronald Reardon's The Vanguard Group Experience March 2001 - Present
Job Principal at The Vanguard Group
Industry Investment Management
Experience
The Vanguard Group March 2001 - Present
GMAC Mortgage 1996 - 2001
Prudential Home Mortgage Company 1990 - 1996
Alliance Capital 1986 - 1988
Education
University of Rochester - Simon Business School 1988 — 1990
MBA
The College of New Jersey 1982 — 1986
B.S.
The Vanguard Group March 2001 - Present
GMAC Mortgage 1996 - 2001
Prudential Home Mortgage Company 1990 - 1996
Alliance Capital 1986 - 1988
Education
University of Rochester - Simon Business School 1988 — 1990
MBA
The College of New Jersey 1982 — 1986
B.S.
Adrian Melck's The Vanguard Group Experience 2000 - Present
Job Info Systems Engineer at Vanguard
Industry Information Technology and Services
Experience
The Vanguard Group 2000 - Present
Vanguard December 1999 - Present
RCG Global Services October 1994 - December 1999
Southern Life July 1988 - September 1994
Skills
Agile Methodologies, SDLC, JCL, SQL, Agile Project Management, Data Modeling, Scrum, Visio, Software Project..., Disaster Recovery, Enterprise Architecture, IT Strategy, Database Design, IT Management
Education
University of Cape Town 1984 — 1985
The Vanguard Group 2000 - Present
Vanguard December 1999 - Present
RCG Global Services October 1994 - December 1999
Southern Life July 1988 - September 1994
Skills
Agile Methodologies, SDLC, JCL, SQL, Agile Project Management, Data Modeling, Scrum, Visio, Software Project..., Disaster Recovery, Enterprise Architecture, IT Strategy, Database Design, IT Management
Education
University of Cape Town 1984 — 1985
Bradford J. Stephan, CFA's The Vanguard Group Experience June 2000 - March 2003
Job Senior Investment Advisor to NonProfit and Healthcare Organizations
Industry Investment Management
Experience
The Concord Advisory Group, Ltd. June 2012 - Present
Perella Weinberg Partners October 2011 - May 2012
PFM Advisors December 2008 - October 2011
SEI March 2004 - November 2008
Evergreen Investments March 2003 - March 2004
The Vanguard Group June 2000 - March 2003
Education
Villanova University 2000 — 2002
MBA, Finance
University of Delaware - Lerner College of Business and Economics 1996 — 2000
BSBA, Finance
The Concord Advisory Group, Ltd. June 2012 - Present
Perella Weinberg Partners October 2011 - May 2012
PFM Advisors December 2008 - October 2011
SEI March 2004 - November 2008
Evergreen Investments March 2003 - March 2004
The Vanguard Group June 2000 - March 2003
Education
Villanova University 2000 — 2002
MBA, Finance
University of Delaware - Lerner College of Business and Economics 1996 — 2000
BSBA, Finance
Eric Poelck's The Vanguard Group Experience November 2007 - December 2014
Job Offer Development Manager at Vanguard
Industry Financial Services
Experience
Vanguard January 2015 - Present
The Vanguard Group November 2007 - December 2014
The Vanguard Group January 2004 - November 2007
Vanguard June 1998 - December 2003
Vanguard January 1995 - May 1998
Vanguard May 1991 - December 1994
Skills
Series 6, Asset Allocation, Investments, Mutual Funds, Defined Benefit, Series 7, Series 63, Defined Contribution, Financial Services, Wealth Management, 401k, Retirement Planning, Retirement, Pensions, Strategic Financial..., Relationship Management, Asset Management, Series 24, Equities, Portfolio Management, Securities, FINRA
Education
Temple University - Fox School of Business and Management 1984 — 1989
Bachelor of Business Administration, Finance & Economics
Vanguard January 2015 - Present
The Vanguard Group November 2007 - December 2014
The Vanguard Group January 2004 - November 2007
Vanguard June 1998 - December 2003
Vanguard January 1995 - May 1998
Vanguard May 1991 - December 1994
Skills
Series 6, Asset Allocation, Investments, Mutual Funds, Defined Benefit, Series 7, Series 63, Defined Contribution, Financial Services, Wealth Management, 401k, Retirement Planning, Retirement, Pensions, Strategic Financial..., Relationship Management, Asset Management, Series 24, Equities, Portfolio Management, Securities, FINRA
Education
Temple University - Fox School of Business and Management 1984 — 1989
Bachelor of Business Administration, Finance & Economics
Iftekhar Azim's The Vanguard Group Experience May 2000 - November 2008
Job SDL at USPTO
Industry Government Administration
Experience
USPTO April 2012 - Present
Premier Inc 2008 - June 2012
The Vanguard Group May 2000 - November 2008
ComSys January 1999 - April 2000
Information Architects January 1997 - January 1999
Skills
Agile Methodologies, Websphere, SDLC, Spring, Maven, Hudson, JUnit, DB2, Ant, ETL, SOA, Weblogic, Agile Project Management, JBoss Application Server, Hibernate, Struts, Tomcat, Java Enterprise Edition
Education
University of Central Oklahoma 1989 — 1996
Bachelor of Science (BS), Computer Science
USPTO April 2012 - Present
Premier Inc 2008 - June 2012
The Vanguard Group May 2000 - November 2008
ComSys January 1999 - April 2000
Information Architects January 1997 - January 1999
Skills
Agile Methodologies, Websphere, SDLC, Spring, Maven, Hudson, JUnit, DB2, Ant, ETL, SOA, Weblogic, Agile Project Management, JBoss Application Server, Hibernate, Struts, Tomcat, Java Enterprise Edition
Education
University of Central Oklahoma 1989 — 1996
Bachelor of Science (BS), Computer Science
Susan Thompson's The Vanguard Group Experience 1999 - 2007
Job Senior Advisor to BlackRock
Industry Financial Services
Experience
BlackRock March 2015 - Present
BlackRock April 2007 - March 2015
Vanguard 2004 - 2007
The Vanguard Group 1999 - 2007
Skills
ETFs, Mutual Funds, Alternative Investments, Asset Management, Equities, Series 7, Fixed Income, Asset Allocation, Hedge Funds, Investments, Portfolio Management, Series 63
Education
University of California, Davis - School of Law 1993 — 1996
University of Washington 1985 — 1987
Bachelor's degree, Accounting
BlackRock March 2015 - Present
BlackRock April 2007 - March 2015
Vanguard 2004 - 2007
The Vanguard Group 1999 - 2007
Skills
ETFs, Mutual Funds, Alternative Investments, Asset Management, Equities, Series 7, Fixed Income, Asset Allocation, Hedge Funds, Investments, Portfolio Management, Series 63
Education
University of California, Davis - School of Law 1993 — 1996
University of Washington 1985 — 1987
Bachelor's degree, Accounting
Christina Bonsu, MBA, CISA's The Vanguard Group Experience May 2003 - November 2006
Job Audit Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo November 2006 - Present
The Vanguard Group May 2003 - November 2006
KPMG June 2002 - May 2003
Education
Temple University - Fox School of Business and Management 2005 — 2008
MBA, Finance
University of Virginia 1998 — 2002
BS, Management Information Systems and Management
Wells Fargo November 2006 - Present
The Vanguard Group May 2003 - November 2006
KPMG June 2002 - May 2003
Education
Temple University - Fox School of Business and Management 2005 — 2008
MBA, Finance
University of Virginia 1998 — 2002
BS, Management Information Systems and Management
Kristen Jennings's The Vanguard Group Experience 1991 - 2000
Job Business Systems Analyst at Vertex Inc.
Industry Financial Services
Experience
Vertex Inc. December 2012 - Present
The Judge Group November 2004 - November 2012
SEI Investments November 2004 - November 2012
Cadient Group April 2004 - October 2004
Sanchez Computer Associates April 2000 - April 2004
The Vanguard Group 1991 - 2000
Vanguard 1991 - 2000
Skills
Financial Services, Requirements Gathering, Business Analysis, Software Project..., Requirements Analysis, Process Improvement, SDLC, Business Requirements, Business Process..., Vendor Management, Enterprise Software, User Acceptance Testing, Business Process, Visio
Education
University of Delaware 1988 — 1991
Bachelor of Science (B.S.), Finance, General
Conestoga HIgh School 1982 — 1986
High School
Vertex Inc. December 2012 - Present
The Judge Group November 2004 - November 2012
SEI Investments November 2004 - November 2012
Cadient Group April 2004 - October 2004
Sanchez Computer Associates April 2000 - April 2004
The Vanguard Group 1991 - 2000
Vanguard 1991 - 2000
Skills
Financial Services, Requirements Gathering, Business Analysis, Software Project..., Requirements Analysis, Process Improvement, SDLC, Business Requirements, Business Process..., Vendor Management, Enterprise Software, User Acceptance Testing, Business Process, Visio
Education
University of Delaware 1988 — 1991
Bachelor of Science (B.S.), Finance, General
Conestoga HIgh School 1982 — 1986
High School
Steve Cordano, MBA, PMP's The Vanguard Group Experience March 1997 - September 2000
Job Senior IT Project Manager at TD
Industry Information Technology and Services
Experience
TD September 2014 - Present
JPMorgan Chase September 2013 - September 2014
TD February 2013 - September 2013
Barclaycard November 2011 - February 2013
TD Bank April 2010 - November 2011
New Castle Advisors December 2007 - April 2010
The Bancorp Bank September 2000 - December 2007
The Vanguard Group March 1997 - September 2000
Towers Perrin March 1985 - March 1997
Skills
PMP, Process Improvement, Strategic Planning, Business Analysis, Project Planning, Program Management, Vendor Management, Budgets, Risk Management, Change Management, Leadership, Testing, Project Management, Business Process..., Requirements Gathering, Training, Project Portfolio..., SDLC, Cross-functional Team..., Management, Business Intelligence, Software Project..., IT Strategy, IT Management, PMO, CRM, Integration, Visio
Education
University of Southern California - Marshall School of Business 1984 — 1988
M.B.A., Finance
University of California, Los Angeles 1978 — 1982
B.A., Economics
TD September 2014 - Present
JPMorgan Chase September 2013 - September 2014
TD February 2013 - September 2013
Barclaycard November 2011 - February 2013
TD Bank April 2010 - November 2011
New Castle Advisors December 2007 - April 2010
The Bancorp Bank September 2000 - December 2007
The Vanguard Group March 1997 - September 2000
Towers Perrin March 1985 - March 1997
Skills
PMP, Process Improvement, Strategic Planning, Business Analysis, Project Planning, Program Management, Vendor Management, Budgets, Risk Management, Change Management, Leadership, Testing, Project Management, Business Process..., Requirements Gathering, Training, Project Portfolio..., SDLC, Cross-functional Team..., Management, Business Intelligence, Software Project..., IT Strategy, IT Management, PMO, CRM, Integration, Visio
Education
University of Southern California - Marshall School of Business 1984 — 1988
M.B.A., Finance
University of California, Los Angeles 1978 — 1982
B.A., Economics
Elana Vetter's The Vanguard Group Experience August 1999 - October 2001
Job Art Director at EPAM Empathy Lab
Industry Marketing and Advertising
Experience
EPAM Empathy Lab October 2013 - Present
Elana Vetter Design 2001 - October 2013
G2 direct & digital May 2006 - August 2008
Wyeth Pharmaceuticals November 2001 - February 2005
The Vanguard Group August 1999 - October 2001
Skills
Creative Strategy, Interactive Advertising, Marketing Strategy, Art Direction, Brochures, Corporate Identity, Graphics, Creative Direction, Graphic Design, Typography, Art, Concept Development, Corporate Branding, Branding & Identity, Direct Mail, Interaction Design
Education
University of Connecticut 1995 — 1999
BFA, Graphic Design
EPAM Empathy Lab October 2013 - Present
Elana Vetter Design 2001 - October 2013
G2 direct & digital May 2006 - August 2008
Wyeth Pharmaceuticals November 2001 - February 2005
The Vanguard Group August 1999 - October 2001
Skills
Creative Strategy, Interactive Advertising, Marketing Strategy, Art Direction, Brochures, Corporate Identity, Graphics, Creative Direction, Graphic Design, Typography, Art, Concept Development, Corporate Branding, Branding & Identity, Direct Mail, Interaction Design
Education
University of Connecticut 1995 — 1999
BFA, Graphic Design
Evelyn Zohlen's The Vanguard Group Experience April 1998 - July 2002
Job Helping Women in Transition secure their financial future
Industry Financial Services
Experience
Inspired Financial June 2002 - Present
Financial Planning Association (FPA) January 2014 - Present
Center for Investments and Wealth Management, UC Irvine July 2010 - Present
Financial Planning Association of California 2012 - 2014
Financial Planning Association 2010 - September 2011
Financial Planning Association - Orange County Chapter 2009 - 2011
WomanSage January 2009 - December 2010
The Vanguard Group April 1998 - July 2002
United States Air Force December 1988 - May 1997
Skills
Retirement Planning, Investments, Wealth Management, Financial Advisory, Portfolio Management, Personal Finance, Money, Asset, Strategic Financial..., Retirement, 401k, Long-term Care, Asset Allocation, Estate Planning, Mutual Funds, Series 7, Investment Advisory, Asset Managment, Wealth, Fixed Annuities
Education
FPA Residency Program 2004 — 2004
UCI Lake Arrowhead
Villanova University 1999 — 2002
MBA, Finance (Portfolio Management)
Joint Military Intelligence College 1993 — 1994
BS, Strategic Intelligence
The University of Texas at Austin 1984 — 1988
BA, Spanish, Business
Cypress Creek High School
Inspired Financial June 2002 - Present
Financial Planning Association (FPA) January 2014 - Present
Center for Investments and Wealth Management, UC Irvine July 2010 - Present
Financial Planning Association of California 2012 - 2014
Financial Planning Association 2010 - September 2011
Financial Planning Association - Orange County Chapter 2009 - 2011
WomanSage January 2009 - December 2010
The Vanguard Group April 1998 - July 2002
United States Air Force December 1988 - May 1997
Skills
Retirement Planning, Investments, Wealth Management, Financial Advisory, Portfolio Management, Personal Finance, Money, Asset, Strategic Financial..., Retirement, 401k, Long-term Care, Asset Allocation, Estate Planning, Mutual Funds, Series 7, Investment Advisory, Asset Managment, Wealth, Fixed Annuities
Education
FPA Residency Program 2004 — 2004
UCI Lake Arrowhead
Villanova University 1999 — 2002
MBA, Finance (Portfolio Management)
Joint Military Intelligence College 1993 — 1994
BS, Strategic Intelligence
The University of Texas at Austin 1984 — 1988
BA, Spanish, Business
Cypress Creek High School
Lidia Amodei, CFP, CFA's The Vanguard Group Experience August 1992 - May 2004
Job Investment Strategies Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Asset Management May 2012 - Present
Merrill Lynch May 2004 - April 2012
The Vanguard Group August 1992 - May 2004
Skills
Portfolio Analysis, Relationship Management, Financial Planning, Portfolio Management, Asset Allocation, Manager Due Diligence, New Business Development, Personnel Management, Investment Policy..., Institutional Investors, Endowments, Pensions, Investment Consulting, Series 7, Series 63, Series 65, CFA, CFP, Capital Markets, Defined Benefit, 401k
Education
Temple University - Fox School of Business and Management 1992 — 1995
MBA, Finance
Temple University - Fox School of Business and Management 1988 — 1992
BBA, International Business
Wells Fargo Asset Management May 2012 - Present
Merrill Lynch May 2004 - April 2012
The Vanguard Group August 1992 - May 2004
Skills
Portfolio Analysis, Relationship Management, Financial Planning, Portfolio Management, Asset Allocation, Manager Due Diligence, New Business Development, Personnel Management, Investment Policy..., Institutional Investors, Endowments, Pensions, Investment Consulting, Series 7, Series 63, Series 65, CFA, CFP, Capital Markets, Defined Benefit, 401k
Education
Temple University - Fox School of Business and Management 1992 — 1995
MBA, Finance
Temple University - Fox School of Business and Management 1988 — 1992
BBA, International Business
Kyle Stretch's The Vanguard Group Experience 1993 - 1999
Job
Industry Computer Software
Experience
EXTEDO March 2015 - Present
Extedo, Inc February 2012 - Present
ProModel Corporation September 2008 - February 2012
NetElixir January 2008 - August 2008
Thomas Technology Solutions 2001 - 2005
ThomasTech solutions 2001 - 2005
Thomas Technology 2000 - 2005
Paytrust 2000 - 2001
Reality Online 1999 - 2000
The Vanguard Group 1993 - 1999
Skills
Business Development
Education
University of Delaware 1987 — 1990
EXTEDO March 2015 - Present
Extedo, Inc February 2012 - Present
ProModel Corporation September 2008 - February 2012
NetElixir January 2008 - August 2008
Thomas Technology Solutions 2001 - 2005
ThomasTech solutions 2001 - 2005
Thomas Technology 2000 - 2005
Paytrust 2000 - 2001
Reality Online 1999 - 2000
The Vanguard Group 1993 - 1999
Skills
Business Development
Education
University of Delaware 1987 — 1990
Don Scheibe's The Vanguard Group Experience
Job Manager at The Vanguard Group
Industry Investment Management
Experience
The Vanguard Group
Skills
Segmentation, Financial Services, Strategy, Analytics, Strategic Planning, Business Analysis
Education
University of Delaware - Lerner College of Business and Economics 1980 — 1984
The Vanguard Group
Skills
Segmentation, Financial Services, Strategy, Analytics, Strategic Planning, Business Analysis
Education
University of Delaware - Lerner College of Business and Economics 1980 — 1984
Chris Milionis's The Vanguard Group Experience
Job Relationship Manager at Vanguard
Industry Financial Services
Experience
The Vanguard Group
Skills
Series 63, Mutual Funds, Financial Services, Series 7, Management, Process Improvement, Relationship Management, 401k, Investments, Series 6
Education
University of Delaware
The Vanguard Group
Skills
Series 63, Mutual Funds, Financial Services, Series 7, Management, Process Improvement, Relationship Management, 401k, Investments, Series 6
Education
University of Delaware
Daniel Greeley's The Vanguard Group Experience June 2003 - August 2003
Job Capital Transactions Manager at BET Investments
Industry Financial Services
Experience
BET Investments April 2013 - Present
WP Realty January 2008 - April 2013
Susquehanna International Group March 2006 - June 2007
Susquehanna International Group March 2005 - March 2006
Susquehanna International Group August 2004 - March 2005
The Vanguard Group June 2003 - August 2003
Education
University of Delaware - Lerner College of Business and Economics 2000 — 2004
Bachelor of Science, Finance, Marketing, Management
BET Investments April 2013 - Present
WP Realty January 2008 - April 2013
Susquehanna International Group March 2006 - June 2007
Susquehanna International Group March 2005 - March 2006
Susquehanna International Group August 2004 - March 2005
The Vanguard Group June 2003 - August 2003
Education
University of Delaware - Lerner College of Business and Economics 2000 — 2004
Bachelor of Science, Finance, Marketing, Management
Wesley Bedford's The Vanguard Group Experience 2008 - 2009
Job Drug Enforcement Administration
Industry Law Enforcement
Experience
Tempe Police Department 2009 - 2011
The Vanguard Group 2008 - 2009
Education
University of Arizona 2001 — 2007
Tempe Police Department 2009 - 2011
The Vanguard Group 2008 - 2009
Education
University of Arizona 2001 — 2007
Randy Freed's The Vanguard Group Experience 1992 - 1994
Job Development Lead at TD
Industry Information Technology and Services
Experience
TD Bank June 2015 - Present
TD Bank September 2014 - June 2015
TD Bank November 2010 - September 2014
Pep Boys 1994 - November 2010
The Vanguard Group 1992 - 1994
The Franklin Mint 1989 - 1992
Skills
Integration, Programming, SQL, Java Enterprise Edition, Web Services, WebSphere Application..., DB2, Software Development, COBOL, Websphere, Linux, IBM Mainframe, SOA, Unix, Requirements Analysis, SOAP, XML, Business Analysis, XSLT, WebSphere
Education
Thomas Edison State College
BSBA, Computers
TD Bank June 2015 - Present
TD Bank September 2014 - June 2015
TD Bank November 2010 - September 2014
Pep Boys 1994 - November 2010
The Vanguard Group 1992 - 1994
The Franklin Mint 1989 - 1992
Skills
Integration, Programming, SQL, Java Enterprise Edition, Web Services, WebSphere Application..., DB2, Software Development, COBOL, Websphere, Linux, IBM Mainframe, SOA, Unix, Requirements Analysis, SOAP, XML, Business Analysis, XSLT, WebSphere
Education
Thomas Edison State College
BSBA, Computers
Dong Lee, CFA's The Vanguard Group Experience July 2008 - December 2011
Job Head of Institutional Sales at WallachBeth Capital
Industry Investment Management
Experience
WallachBeth Capital December 2011 - Present
The Vanguard Group July 2008 - December 2011
Legg Mason June 2000 - July 2008
Education
The Johns Hopkins University
MBA
Towson University
BS, Finance
WallachBeth Capital December 2011 - Present
The Vanguard Group July 2008 - December 2011
Legg Mason June 2000 - July 2008
Education
The Johns Hopkins University
MBA
Towson University
BS, Finance
Phil Steinberg's The Vanguard Group Experience 1996 - 2002
Job Sr. Developer at Reimbursement Technologies Inc.
Industry Computer Software
Experience
Reimbursement Technologies, Inc 2008 - Present
Vero Systems 2004 - 2008
IT Solutions 2003 - 2004
The Vanguard Group 1996 - 2002
CLT Appraisal Services 1994 - 1996
Commonwealth Land TItle Ins. Co. 1993 - 1996
Donnelley Directory 1986 - 1994
Skills
C#, Silverlight, WCF, ASP.NET, VB.NET, Java, JavaScript, SQL Sever Reporting..., Oracle SQL, HTML, SQL Server, SQL, Unix, XML, XSLT, .NET, SSRS, Databases, Software Development, Microsoft SQL Server, Testing, Web Applications, SDLC
Education
Temple University 1981 — 1985
BA
University of Pennsylvania 1982 — 1983
Reimbursement Technologies, Inc 2008 - Present
Vero Systems 2004 - 2008
IT Solutions 2003 - 2004
The Vanguard Group 1996 - 2002
CLT Appraisal Services 1994 - 1996
Commonwealth Land TItle Ins. Co. 1993 - 1996
Donnelley Directory 1986 - 1994
Skills
C#, Silverlight, WCF, ASP.NET, VB.NET, Java, JavaScript, SQL Sever Reporting..., Oracle SQL, HTML, SQL Server, SQL, Unix, XML, XSLT, .NET, SSRS, Databases, Software Development, Microsoft SQL Server, Testing, Web Applications, SDLC
Education
Temple University 1981 — 1985
BA
University of Pennsylvania 1982 — 1983
Jack Watson's The Vanguard Group Experience September 2012 - Present
Job Project Leader Advertising Compliance
Industry Financial Services
Experience
The Vanguard Group September 2012 - Present
Vanguard January 2009 - September 2012
Vanguard August 2004 - January 2009
Vanguard January 1998 - August 2004
Vanguard August 1994 - January 1998
Rhone-Poulenc Rorer 1988 - 1994
SKF 1986 - 1988
Thomas Jefferson University 1983 - 1986
CertainTeed Corporation 1980 - 1983
Skills
Relationship Management, Process Improvement, Training, Management, Leadership, Technical Support, Help Desk Support, Networking, Vendor Management, Data Center, SharePoint, CRM, Information Security, Troubleshooting, Information Security..., Software Project..., Recruiting, Sourcing, Risk Management, Security
Education
Thomas Jefferson University 1984 — 1986
The Vanguard Group September 2012 - Present
Vanguard January 2009 - September 2012
Vanguard August 2004 - January 2009
Vanguard January 1998 - August 2004
Vanguard August 1994 - January 1998
Rhone-Poulenc Rorer 1988 - 1994
SKF 1986 - 1988
Thomas Jefferson University 1983 - 1986
CertainTeed Corporation 1980 - 1983
Skills
Relationship Management, Process Improvement, Training, Management, Leadership, Technical Support, Help Desk Support, Networking, Vendor Management, Data Center, SharePoint, CRM, Information Security, Troubleshooting, Information Security..., Software Project..., Recruiting, Sourcing, Risk Management, Security
Education
Thomas Jefferson University 1984 — 1986
Brad Kear's The Vanguard Group Experience March 1998 - Present
Job Sr. Design Manager at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group March 1998 - Present
AIGA Philadelphia 2003 - 2004
Lyons Marketing Communications 1994 - 1998
Skills
Adobe Creative Suite, Advertising, Art Direction, Brand Development, Corporate Identity, Creative Direction, Experience Design, Graphic Design, Information Architecture, Interaction Design, Typography, User Experience, User Interface Design, User-centered Design, Web Design
Education
The University of the Arts 1987 — 1991
BFA, Graphic Design
The Vanguard Group March 1998 - Present
AIGA Philadelphia 2003 - 2004
Lyons Marketing Communications 1994 - 1998
Skills
Adobe Creative Suite, Advertising, Art Direction, Brand Development, Corporate Identity, Creative Direction, Experience Design, Graphic Design, Information Architecture, Interaction Design, Typography, User Experience, User Interface Design, User-centered Design, Web Design
Education
The University of the Arts 1987 — 1991
BFA, Graphic Design
Chris Milano's The Vanguard Group Experience February 1991 - Present
Job Beneficiary Administrator at The Vanguard Group
Industry Financial Services
Experience
Vanguard 2011 - Present
The Vanguard Group February 1991 - Present
Skills
Series 63, Mutual Funds, Series 6, Financial Services, Retirement, Investments, Retirement Planning, Relationship Management, Securities, FINRA
Education
University of Delaware 1986 — 1990
Bachelor of Arts (BA), English /journalism
Vanguard 2011 - Present
The Vanguard Group February 1991 - Present
Skills
Series 63, Mutual Funds, Series 6, Financial Services, Retirement, Investments, Retirement Planning, Relationship Management, Securities, FINRA
Education
University of Delaware 1986 — 1990
Bachelor of Arts (BA), English /journalism
Susan Levine's The Vanguard Group Experience April 2007 - Present
Job Client Relationship Administrator at Vanguard
Industry Investment Management
Experience
The Vanguard Group April 2007 - Present
The Newport Group 2006 - 2007
AXA Equitable 1997 - 2005
Education
University of California, San Diego
B.A., Anthropology/French
The Vanguard Group April 2007 - Present
The Newport Group 2006 - 2007
AXA Equitable 1997 - 2005
Education
University of California, San Diego
B.A., Anthropology/French
Dave Weidman's The Vanguard Group Experience October 2011 - Present
Job Continuous Improvement Manager
Industry Financial Services
Experience
The Vanguard Group October 2011 - Present
The Vanguard Group June 2009 - September 2011
Vanguard July 2007 - June 2009
The Vanguard Group May 2005 - July 2007
Vanguard December 2003 - June 2005
Vanguard May 2001 - December 2003
Vanguard June 1999 - April 2001
Vanguard June 1998 - May 1999
Vanguard January 1997 - June 1998
Vanguard August 1995 - January 1997
Skills
Six Sigma, Process Improvement, Continuous Improvement, DMAIC, Project Management, Quality Assurance, Black Belt, Business Process Mapping, Business Process..., Change Management, Business Analysis, Operational Excellence, Cross-functional Team..., Program Management, Lean Manufacturing, Management, CRM, Leadership
Education
University of Delaware 1988 — 1992
Bachelor of Arts, History
The Vanguard Group October 2011 - Present
The Vanguard Group June 2009 - September 2011
Vanguard July 2007 - June 2009
The Vanguard Group May 2005 - July 2007
Vanguard December 2003 - June 2005
Vanguard May 2001 - December 2003
Vanguard June 1999 - April 2001
Vanguard June 1998 - May 1999
Vanguard January 1997 - June 1998
Vanguard August 1995 - January 1997
Skills
Six Sigma, Process Improvement, Continuous Improvement, DMAIC, Project Management, Quality Assurance, Black Belt, Business Process Mapping, Business Process..., Change Management, Business Analysis, Operational Excellence, Cross-functional Team..., Program Management, Lean Manufacturing, Management, CRM, Leadership
Education
University of Delaware 1988 — 1992
Bachelor of Arts, History
Bill Jaworski's The Vanguard Group Experience 1999 - 2005
Job Architect at Lincoln Financial Group
Industry Internet
Experience
Lincoln Financial Group February 2011 - Present
Lincoln Financial Group November 2008 - February 2011
Comcast January 2006 - November 2008
Comcast Cable January 2006 - November 2008
Subaru of America October 2005 - December 2005
The Vanguard Group 1999 - 2005
Skills
Vendor Management, SDLC, Unix, Project Management, SOA, Disaster Recovery, Agile Methodologies, Enterprise Architecture, Process Improvement, Visio, Business Analysis, Oracle, Solaris, Requirements Analysis, ITIL, Integration
Education
Villanova University 2003 — 2007
MBA
The College of New Jersey 1995 — 1999
BS, Business
Lincoln Financial Group February 2011 - Present
Lincoln Financial Group November 2008 - February 2011
Comcast January 2006 - November 2008
Comcast Cable January 2006 - November 2008
Subaru of America October 2005 - December 2005
The Vanguard Group 1999 - 2005
Skills
Vendor Management, SDLC, Unix, Project Management, SOA, Disaster Recovery, Agile Methodologies, Enterprise Architecture, Process Improvement, Visio, Business Analysis, Oracle, Solaris, Requirements Analysis, ITIL, Integration
Education
Villanova University 2003 — 2007
MBA
The College of New Jersey 1995 — 1999
BS, Business
Catherine Schneider's The Vanguard Group Experience September 1987 - March 1994
Job Vice President of Marketing Aon Affinity
Industry Marketing and Advertising
Experience
Aon Affinity June 2008 - Present
DMW Worldwide 2007 - 2008
United Healthcare July 2005 - February 2007
AEGON USA 1998 - 2005
ICT Group 1995 - 1998
The Vanguard Group September 1987 - March 1994
Skills
Social Networking, Brand Management, Marketing Strategy, Product Development, Direct Marketing, Marketing, Email Marketing, Public Relations, Account Management, Segmentation, Marketing Communications, Social Media, Lead Generation, Event Planning, Sales, Digital Marketing, Marketing Management, Online Marketing, Integrated Marketing, Product Marketing, B2B, Online Advertising, B2B Marketing, Brand Development, Multi-channel Marketing, Direct Mail, Customer Acquisition, Database Marketing, Analytics, SEM, CRM
Education
Shipley
HS Diploma
The College of Wooster
Aon Affinity June 2008 - Present
DMW Worldwide 2007 - 2008
United Healthcare July 2005 - February 2007
AEGON USA 1998 - 2005
ICT Group 1995 - 1998
The Vanguard Group September 1987 - March 1994
Skills
Social Networking, Brand Management, Marketing Strategy, Product Development, Direct Marketing, Marketing, Email Marketing, Public Relations, Account Management, Segmentation, Marketing Communications, Social Media, Lead Generation, Event Planning, Sales, Digital Marketing, Marketing Management, Online Marketing, Integrated Marketing, Product Marketing, B2B, Online Advertising, B2B Marketing, Brand Development, Multi-channel Marketing, Direct Mail, Customer Acquisition, Database Marketing, Analytics, SEM, CRM
Education
Shipley
HS Diploma
The College of Wooster
Mario Arteaga's The Vanguard Group Experience May 1998 - November 2005
Job Nextgen Developer
Industry Information Technology and Services
Experience
Banner Health December 2012 - Present
Navigant September 2010 - January 2012
Kingman Regional Medical Center 2011 - 2012
Arizona Skin & Laser November 2009 - September 2010
Sonora Quest November 2008 - October 2009
Avnet November 2005 - December 2008
The Vanguard Group May 1998 - November 2005
IBM June 2004 - August 2005
Skills
EMR, Healthcare Information..., EHR, Ambulatory, NextGen, Crystal Reports, Hospitals, Epic Systems, Practice Management, Training, Software Implementation, Consulting, HL7, HIPAA, Project Management, Informatics, Health Information..., CPOE, Software Documentation
Education
University of Advancing Technology 1997 — 2001
Bachelor, Computer Science
Banner Health December 2012 - Present
Navigant September 2010 - January 2012
Kingman Regional Medical Center 2011 - 2012
Arizona Skin & Laser November 2009 - September 2010
Sonora Quest November 2008 - October 2009
Avnet November 2005 - December 2008
The Vanguard Group May 1998 - November 2005
IBM June 2004 - August 2005
Skills
EMR, Healthcare Information..., EHR, Ambulatory, NextGen, Crystal Reports, Hospitals, Epic Systems, Practice Management, Training, Software Implementation, Consulting, HL7, HIPAA, Project Management, Informatics, Health Information..., CPOE, Software Documentation
Education
University of Advancing Technology 1997 — 2001
Bachelor, Computer Science
Dana Moosburner's The Vanguard Group Experience July 2010 - July 2012
Job Production Support Analyst at eBay Enterprise
Industry Financial Services
Experience
eBay Enterprise October 2013 - Present
Vanguard October 2012 - October 2013
Vanguard May 2012 - October 2012
The Vanguard Group July 2010 - July 2012
Vanguard July 2008 - June 2010
Skills
Relationship Management, Microsoft Excel, Project Management
Education
University of Delaware - Lerner College of Business and Economics 2004 — 2008
Bachelor of Science (B.S.), Finance, General
eBay Enterprise October 2013 - Present
Vanguard October 2012 - October 2013
Vanguard May 2012 - October 2012
The Vanguard Group July 2010 - July 2012
Vanguard July 2008 - June 2010
Skills
Relationship Management, Microsoft Excel, Project Management
Education
University of Delaware - Lerner College of Business and Economics 2004 — 2008
Bachelor of Science (B.S.), Finance, General
Tomica Williams's The Vanguard Group Experience March 2006 - Present
Job Supervisor at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group March 2006 - Present
Prudential Financial June 1997 - August 2000
Skills
Series 63, Series 6, Mutual Funds, FINRA, Retirement Planning, Investments, Retirement, ETFs, 401k, Securities, Fixed Income, Equities, Wealth Management, IRAs, Asset Allocation
Education
Temple University
Bachelor of Arts (B.A.), English Language and Literature, General
The Vanguard Group March 2006 - Present
Prudential Financial June 1997 - August 2000
Skills
Series 63, Series 6, Mutual Funds, FINRA, Retirement Planning, Investments, Retirement, ETFs, 401k, Securities, Fixed Income, Equities, Wealth Management, IRAs, Asset Allocation
Education
Temple University
Bachelor of Arts (B.A.), English Language and Literature, General
Larry Fish's The Vanguard Group Experience Reporter, national correspondentPhiladelphia Inquirer1985 - 2005
Job Writer at The Vanguard Group
Industry Human Resources
Experience
The Vanguard Group Reporter, national correspondentPhiladelphia Inquirer1985 - 2005
Education
The University of Kansas
Master's, Journalism
The Vanguard Group Reporter, national correspondentPhiladelphia Inquirer1985 - 2005
Education
The University of Kansas
Master's, Journalism
Robert Stadnik, CFE's The Vanguard Group Experience August 1998 - October 2000
Job Senior Internal Auditor
Industry Hospitality
Experience
Wyndham Vacation Ownership March 2006 - Present
U-Haul International March 2005 - March 2006
PRG Schultz February 2002 - February 2005
The Vanguard Group August 1998 - October 2000
Skills
Auditing, Operating Systems, Process Consulting, Internal Controls, Certified Fraud Examiner, Internal Audit, Process Improvement, Accounting, Resorts, Invoicing, Training, Management, Hospitality Industry, Budgets
Education
University of California, Riverside 1992 — 1998
Bachelor of Arts, Sociology and Finance
Wyndham Vacation Ownership March 2006 - Present
U-Haul International March 2005 - March 2006
PRG Schultz February 2002 - February 2005
The Vanguard Group August 1998 - October 2000
Skills
Auditing, Operating Systems, Process Consulting, Internal Controls, Certified Fraud Examiner, Internal Audit, Process Improvement, Accounting, Resorts, Invoicing, Training, Management, Hospitality Industry, Budgets
Education
University of California, Riverside 1992 — 1998
Bachelor of Arts, Sociology and Finance
Darrell Ray's The Vanguard Group Experience
Job Process Engineer at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group
Skills
Software Deployment, Software Verification, Software Quality Control, Software Configuration..., Requirements Management, Configuration Management, Software Quality..., Test Planning
Education
Delaware Technical and Community College 1980 — 1981
AAS, Electronics
University of Delaware 1976 — 1978
Civil Engineer
The Vanguard Group
Skills
Software Deployment, Software Verification, Software Quality Control, Software Configuration..., Requirements Management, Configuration Management, Software Quality..., Test Planning
Education
Delaware Technical and Community College 1980 — 1981
AAS, Electronics
University of Delaware 1976 — 1978
Civil Engineer
Orien Epps's The Vanguard Group Experience May 2009 - April 2010
Job CoOwner and Office Manager at M & O Enterprises, LLC
Industry Investment Management
Experience
M & O Enterprises, LLC January 2014 - Present
State Farm June 2013 - January 2014
Vanguard April 2010 - June 2013
The Vanguard Group May 2009 - April 2010
Vanguard January 2008 - May 2009
Skills
Series 63, Series 6, Series 7, Mutual Funds, Asset Allocation, Retirement, 401k, Investments, Retirement Planning, Financial Services, Relationship Management, Strategic Financial..., ETFs, Equities, Bloomberg
Education
University of The Arts 2003 — 2008
Bachelor of Arts (B.A.), Communications
M & O Enterprises, LLC January 2014 - Present
State Farm June 2013 - January 2014
Vanguard April 2010 - June 2013
The Vanguard Group May 2009 - April 2010
Vanguard January 2008 - May 2009
Skills
Series 63, Series 6, Series 7, Mutual Funds, Asset Allocation, Retirement, 401k, Investments, Retirement Planning, Financial Services, Relationship Management, Strategic Financial..., ETFs, Equities, Bloomberg
Education
University of The Arts 2003 — 2008
Bachelor of Arts (B.A.), Communications
Anand Vashi's The Vanguard Group Experience November 2005 - October 2007
Job Youngstone Investments, Inc.
Industry Real Estate
Experience
Youngstone Investments Inc. March 2008 - Present
The Vanguard Group November 2005 - October 2007
Skills
Real Estate, Investments, Real Estate Economics, Valuation, Asset Management, Investment Properties, Real Estate Transactions, Negotiation, Investors, Real Estate Financing, Residential Homes, Alternative Investments, Entrepreneurship, Asset Allocation, Real Estate Development, Property Management, Contract Negotiation, Commercial Real Estate, Finance, Financial Analysis, Financial Modeling
Education
University of Southern California - Marshall School of Business 2011 — 2013
MBA
University of California, Irvine 2001 — 2005
BS, Economics
Universidad Europea de Madrid 2004 — 2004
Study Abroad, Economics
Youngstone Investments Inc. March 2008 - Present
The Vanguard Group November 2005 - October 2007
Skills
Real Estate, Investments, Real Estate Economics, Valuation, Asset Management, Investment Properties, Real Estate Transactions, Negotiation, Investors, Real Estate Financing, Residential Homes, Alternative Investments, Entrepreneurship, Asset Allocation, Real Estate Development, Property Management, Contract Negotiation, Commercial Real Estate, Finance, Financial Analysis, Financial Modeling
Education
University of Southern California - Marshall School of Business 2011 — 2013
MBA
University of California, Irvine 2001 — 2005
BS, Economics
Universidad Europea de Madrid 2004 — 2004
Study Abroad, Economics
Celandra Deane-Bess, CFP(r)'s The Vanguard Group Experience January 2010 - April 2012
Job Vice President, Wealth Management at PNC
Industry Financial Services
Experience
PNC Wealth Management May 2012 - Present
The Vanguard Group January 2010 - April 2012
TIAA-CREF 2007 - 2008
TIAA-CREF January 2006 - June 2007
TIAA-CREF January 2005 - January 2006
TIAA-CREF June 1997 - December 2004
Skills
Program Management, Leadership, Strategy, Business Development, CRM, Wealth Management, Product Management, Strategic Planning, Analysis, Executive Management, Series 63, Series 7, Financial Services, Portfolio Management, Financial Advisory, Strategic Financial..., Wealth Management..., Relationship Management, High Net Worth..., Retirement Planning, Securities, Retirement, Risk Management, Project Planning, Project Management, Business Planning, Business Strategy, Business Transformation, Change Management, Consulting, Finance, Marketing Strategy, Management, Financial Planning
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA, Strategy
University of Pennsylvania - The Wharton School 1993 — 1997
BS in Economics, Entreprenurial Management/Marketing
PNC Wealth Management May 2012 - Present
The Vanguard Group January 2010 - April 2012
TIAA-CREF 2007 - 2008
TIAA-CREF January 2006 - June 2007
TIAA-CREF January 2005 - January 2006
TIAA-CREF June 1997 - December 2004
Skills
Program Management, Leadership, Strategy, Business Development, CRM, Wealth Management, Product Management, Strategic Planning, Analysis, Executive Management, Series 63, Series 7, Financial Services, Portfolio Management, Financial Advisory, Strategic Financial..., Wealth Management..., Relationship Management, High Net Worth..., Retirement Planning, Securities, Retirement, Risk Management, Project Planning, Project Management, Business Planning, Business Strategy, Business Transformation, Change Management, Consulting, Finance, Marketing Strategy, Management, Financial Planning
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA, Strategy
University of Pennsylvania - The Wharton School 1993 — 1997
BS in Economics, Entreprenurial Management/Marketing
Ba Raupp's The Vanguard Group Experience December 2007 - Present
Job CRA at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group December 2007 - Present
SRS 2005 - 2009
State Farm Insurance March 2000 - December 2002
State Farm Insurance March 1997 - March 2000
Education
University of Delaware
BA, International Relations/Spanish
The Vanguard Group December 2007 - Present
SRS 2005 - 2009
State Farm Insurance March 2000 - December 2002
State Farm Insurance March 1997 - March 2000
Education
University of Delaware
BA, International Relations/Spanish
Joanne Propsner's The Vanguard Group Experience September 1998 - September 1999
Job Vice President, fwd>direct
Industry Marketing and Advertising
Experience
fwd direct January 2005 - Present
Fleet Credit Card Services September 1999 - January 2005
The Vanguard Group September 1998 - September 1999
Skills
Direct Marketing, Marketing Communications, Direct Mail, Advertising, Integrated Marketing, Online Advertising, Marketing Strategy, Marketing, Digital Marketing, Lead Generation, Analytics, Email Marketing, Online Marketing, Multi-channel Marketing
Education
University of Delaware
fwd direct January 2005 - Present
Fleet Credit Card Services September 1999 - January 2005
The Vanguard Group September 1998 - September 1999
Skills
Direct Marketing, Marketing Communications, Direct Mail, Advertising, Integrated Marketing, Online Advertising, Marketing Strategy, Marketing, Digital Marketing, Lead Generation, Analytics, Email Marketing, Online Marketing, Multi-channel Marketing
Education
University of Delaware
W. Lee Norton's The Vanguard Group Experience 2009 - Present
Job Senior Investment Analyst at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group 2009 - Present
JS Asset Management February 2005 - February 2009
PIMCO Equity Advisors February 2002 - February 2005
Evergreen Investments January 1999 - January 2002
Education
Washington and Lee University 1985 — 1989
BA, Economics
The College of William and Mary - The Mason School of Business
MBA, Finance
The Vanguard Group 2009 - Present
JS Asset Management February 2005 - February 2009
PIMCO Equity Advisors February 2002 - February 2005
Evergreen Investments January 1999 - January 2002
Education
Washington and Lee University 1985 — 1989
BA, Economics
The College of William and Mary - The Mason School of Business
MBA, Finance
Christian Choe's The Vanguard Group Experience August 1993 - August 2004
Job Quantitative Analytics Lead at Springleaf Financial Services
Industry Financial Services
Experience
Springleaf Financial Services October 2014 - Present
Bank of America August 2012 - October 2014
Automated Financial Systems, Inc. (AFS) September 2010 - August 2012
Wells Fargo Auto Finance August 2004 - September 2010
The Vanguard Group August 1993 - August 2004
Skills
SAS, SQL, Business Analysis, Analytics, Credit Risk, Data Analysis, Microsoft Excel, SDLC, Strategy
Education
Temple University - Fox School of Business and Management 1988 — 1993
BBA, Finance, Risk Managment and Insurance, Marketing
Springleaf Financial Services October 2014 - Present
Bank of America August 2012 - October 2014
Automated Financial Systems, Inc. (AFS) September 2010 - August 2012
Wells Fargo Auto Finance August 2004 - September 2010
The Vanguard Group August 1993 - August 2004
Skills
SAS, SQL, Business Analysis, Analytics, Credit Risk, Data Analysis, Microsoft Excel, SDLC, Strategy
Education
Temple University - Fox School of Business and Management 1988 — 1993
BBA, Finance, Risk Managment and Insurance, Marketing
Steve Groener's The Vanguard Group Experience February 1989 - February 2008
Job Operations PMO at SEI
Industry Financial Services
Experience
SEI March 2009 - Present
SEI February 2008 - February 2009
The Vanguard Group February 1989 - February 2008
Vanguard 1989 - 2007
Skills
Business Analysis, Financial Services, Investments, Management, Mutual Funds, Process Improvement, Relationship Management, SDLC, Software Project..., Vendor Management, Requirements Analysis, Project Management, Asset Management
Education
University of Delaware 1984 — 1988
BS, Business Management
SEI March 2009 - Present
SEI February 2008 - February 2009
The Vanguard Group February 1989 - February 2008
Vanguard 1989 - 2007
Skills
Business Analysis, Financial Services, Investments, Management, Mutual Funds, Process Improvement, Relationship Management, SDLC, Software Project..., Vendor Management, Requirements Analysis, Project Management, Asset Management
Education
University of Delaware 1984 — 1988
BS, Business Management
Naomi Iheme's The Vanguard Group Experience February 2000 - January 2006
Job Marketing Professional
Industry Marketing and Advertising
Experience
Verizon MultiMedia March 2008 - November 2008
Phillips Investment Resources March 2006 - October 2007
The Vanguard Group February 2000 - January 2006
Temple University Center for Research & Human Development September 1997 - January 2000
Chrysler 1999 - 1999
Skills
Project Management, Project Planning, Business Development, Business Intelligence, Marketing Management, Market Research
Education
Temple University - Fox School of Business and Management 1997 — 2000
MBA, Marketing
Export-Akademie Baden-Württemberg an der FH Reutlingen, Germany 1995 — 1997
Masters, International Marketing
Queens College Yaba
Verizon MultiMedia March 2008 - November 2008
Phillips Investment Resources March 2006 - October 2007
The Vanguard Group February 2000 - January 2006
Temple University Center for Research & Human Development September 1997 - January 2000
Chrysler 1999 - 1999
Skills
Project Management, Project Planning, Business Development, Business Intelligence, Marketing Management, Market Research
Education
Temple University - Fox School of Business and Management 1997 — 2000
MBA, Marketing
Export-Akademie Baden-Württemberg an der FH Reutlingen, Germany 1995 — 1997
Masters, International Marketing
Queens College Yaba
George Nesterenko's The Vanguard Group Experience November 2008 - April 2010
Job Senior Investment Data Analyst at Vanguard
Industry Financial Services
Experience
Vanguard January 2015 - Present
Vanguard April 2010 - Present
The Vanguard Group November 2008 - April 2010
The Vanguard Group September 2007 - November 2008
University of Pennsylvania September 2003 - May 2007
Skills
Analysis, Training, Process Improvement, Management, Software Documentation, Valuation, Finance, Investments, Financial Reporting, Financial Modeling, Accounting, Insurance, Fixed Income, Mutual Funds, Financial Analysis, Coaching, Policy, Corporate Finance, Data Analysis, Security
Education
Temple University - Fox School of Business and Management 2014 — 2017
University of Pennsylvania - The Wharton School 2003 — 2007
BS in Economics, Economics, Marketing
Vanguard January 2015 - Present
Vanguard April 2010 - Present
The Vanguard Group November 2008 - April 2010
The Vanguard Group September 2007 - November 2008
University of Pennsylvania September 2003 - May 2007
Skills
Analysis, Training, Process Improvement, Management, Software Documentation, Valuation, Finance, Investments, Financial Reporting, Financial Modeling, Accounting, Insurance, Fixed Income, Mutual Funds, Financial Analysis, Coaching, Policy, Corporate Finance, Data Analysis, Security
Education
Temple University - Fox School of Business and Management 2014 — 2017
University of Pennsylvania - The Wharton School 2003 — 2007
BS in Economics, Economics, Marketing
Syed Sayam's The Vanguard Group Experience November 2011 - Present
Job Technical Team Manager at Vanguard
Industry Financial Services
Experience
Vanguard August 2015 - Present
The Vanguard Group November 2011 - Present
The Vanguard Group April 2011 - November 2011
The Vanguard Group January 2005 - April 2011
The Vanguard Group August 2000 - December 2004
Skills
Data Warehouse..., Data Warehousing, ETL, Data Integration, Hadoop, DB2, Oracle Database, Unix, Project Delivery, Business Intelligence, Big Data Analytics
Education
University of Central Oklahoma
Computer Science and Philosophy
Vanguard August 2015 - Present
The Vanguard Group November 2011 - Present
The Vanguard Group April 2011 - November 2011
The Vanguard Group January 2005 - April 2011
The Vanguard Group August 2000 - December 2004
Skills
Data Warehouse..., Data Warehousing, ETL, Data Integration, Hadoop, DB2, Oracle Database, Unix, Project Delivery, Business Intelligence, Big Data Analytics
Education
University of Central Oklahoma
Computer Science and Philosophy
Timothy R. Sweeney's The Vanguard Group Experience 1992 - 2006
Job Managing Director, DuPont Capital
Industry Financial Services
Experience
DuPont Capital May 2009 - June 2012
Morgan Stanley Investment Management 2007 - 2009
The Vanguard Group 1992 - 2006
Trammell Crow Company 1984 - 1992
UGI Utilities, Inc. 1982 - 1984
US Army 1976 - 1979
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1980 — 1982
MBA
United States Military Academy at West Point 1972 — 1976
BS, General Engineering
DuPont Capital May 2009 - June 2012
Morgan Stanley Investment Management 2007 - 2009
The Vanguard Group 1992 - 2006
Trammell Crow Company 1984 - 1992
UGI Utilities, Inc. 1982 - 1984
US Army 1976 - 1979
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1980 — 1982
MBA
United States Military Academy at West Point 1972 — 1976
BS, General Engineering
Katherine Pichola's The Vanguard Group Experience May 2011 - August 2012
Job Project Manager, Personal Advisor Client Experience Team
Industry Financial Services
Experience
Vanguard August 2012 - Present
The Vanguard Group May 2011 - August 2012
The Vanguard Group September 2009 - May 2011
The Vanguard Group August 2008 - December 2009
Skills
Series 6, Series 63, Marketing Communications, Public Relations, Process Improvement, Writing, Leadership, Training, Competitive Analysis, Strategic Planning
Education
Temple University - Fox School of Business and Management 2011 — 2014
MBA, Business Administration
University of Maryland College Park 2004 — 2008
Bachelor of Arts, Communication
Vanguard August 2012 - Present
The Vanguard Group May 2011 - August 2012
The Vanguard Group September 2009 - May 2011
The Vanguard Group August 2008 - December 2009
Skills
Series 6, Series 63, Marketing Communications, Public Relations, Process Improvement, Writing, Leadership, Training, Competitive Analysis, Strategic Planning
Education
Temple University - Fox School of Business and Management 2011 — 2014
MBA, Business Administration
University of Maryland College Park 2004 — 2008
Bachelor of Arts, Communication
Al Carandang's The Vanguard Group Experience 2003 - Present
Job Telecom Engineer at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group 2003 - Present
LiquidHub 2002 - 2003
Vector Consulting 2001 - 2002
Broadreach Consulting 1998 - 2001
EPiCnet 1995 - 1998
University of the Philippines Los Banos 1983 - 1995
Skills
Cisco, Brocade, F5 BigIP, Routers, Switches, Network Architecture, Firewalls, VPN, Perl, Cisco Routers, Cisco Technologies, Computer Network..., Linux, Networking, Security, Solaris, TCP/IP, Technical Support, Troubleshooting, Unix, Routing, Data Center, Disaster Recovery, Network Security
Education
University of Canberra 1989 — 1991
Masters, Information Sciences
Canberra College of Advanced Education 1987 — 1987
Graduate Diploma, Computing Studies
University of the Philippines Los Banos 1980 — 1983
BS, Statistics
The Vanguard Group 2003 - Present
LiquidHub 2002 - 2003
Vector Consulting 2001 - 2002
Broadreach Consulting 1998 - 2001
EPiCnet 1995 - 1998
University of the Philippines Los Banos 1983 - 1995
Skills
Cisco, Brocade, F5 BigIP, Routers, Switches, Network Architecture, Firewalls, VPN, Perl, Cisco Routers, Cisco Technologies, Computer Network..., Linux, Networking, Security, Solaris, TCP/IP, Technical Support, Troubleshooting, Unix, Routing, Data Center, Disaster Recovery, Network Security
Education
University of Canberra 1989 — 1991
Masters, Information Sciences
Canberra College of Advanced Education 1987 — 1987
Graduate Diploma, Computing Studies
University of the Philippines Los Banos 1980 — 1983
BS, Statistics
Rolf Stielow's The Vanguard Group Experience October 1990 - September 2000
Job Senior Benefits Specialist at ADP
Industry Hospital & Health Care
Experience
ADP April 2007 - Present
Rolf Stielow Properties 2000 - 2010
EDS 2006 - 2007
Deutsche Asset Management September 2000 - May 2005
The Vanguard Group October 1990 - September 2000
Skills
Asset Managment, Investments, Process Improvement, Asset Management, Management, Mutual Funds, Business Development, Equities, Financial Analysis, Fixed Income, Business Analysis, Forecasting, Vendor Management, Risk Management, Financial Services, Mergers & Acquisitions, Financial Modeling, Portfolio Management, Analysis, Customer Service
Education
Temple University 1987 — 1988
Business Finance
ADP April 2007 - Present
Rolf Stielow Properties 2000 - 2010
EDS 2006 - 2007
Deutsche Asset Management September 2000 - May 2005
The Vanguard Group October 1990 - September 2000
Skills
Asset Managment, Investments, Process Improvement, Asset Management, Management, Mutual Funds, Business Development, Equities, Financial Analysis, Fixed Income, Business Analysis, Forecasting, Vendor Management, Risk Management, Financial Services, Mergers & Acquisitions, Financial Modeling, Portfolio Management, Analysis, Customer Service
Education
Temple University 1987 — 1988
Business Finance
Laura Tymon's The Vanguard Group Experience August 2007 - Present
Job Participant Education at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group August 2007 - Present
Skills
Mutual Funds, 401k, Investments, Retirement Planning, Financial Services, Microsoft Excel, Asset Allocation, Retirement, Data Analysis, Project Management, PeopleSoft, Business Analysis, Process Improvement, Change Management, Series 63, Leadership
Education
University of Delaware 2003 — 2007
Econcomics BS/Business Administration, Finance/Economics
The Vanguard Group August 2007 - Present
Skills
Mutual Funds, 401k, Investments, Retirement Planning, Financial Services, Microsoft Excel, Asset Allocation, Retirement, Data Analysis, Project Management, PeopleSoft, Business Analysis, Process Improvement, Change Management, Series 63, Leadership
Education
University of Delaware 2003 — 2007
Econcomics BS/Business Administration, Finance/Economics
Jill Furgason's The Vanguard Group Experience June 1998 - November 1998
Job Senior Business Analyst at TestOil
Industry Information Technology and Services
Experience
TestOil September 2014 - Present
Compuware Corporation January 2000 - September 2001
Officemax.com November 1998 - January 2000
The Vanguard Group June 1998 - November 1998
Lotus Development Corporation June 1996 - June 1998
The McGraw Hill Companies April 1994 - June 1996
Skills
Business Analysis, Requirements Analysis, E-commerce, Analysis, Quality Assurance, User Acceptance Testing, JAD, Software Development..., Business Requirements, SDLC
Education
The Ohio State University 1985 — 1990
B.A., Political Science
TestOil September 2014 - Present
Compuware Corporation January 2000 - September 2001
Officemax.com November 1998 - January 2000
The Vanguard Group June 1998 - November 1998
Lotus Development Corporation June 1996 - June 1998
The McGraw Hill Companies April 1994 - June 1996
Skills
Business Analysis, Requirements Analysis, E-commerce, Analysis, Quality Assurance, User Acceptance Testing, JAD, Software Development..., Business Requirements, SDLC
Education
The Ohio State University 1985 — 1990
B.A., Political Science
David Kovalchick's The Vanguard Group Experience January 1998 - August 1998
Job Chief Technology Officer at TMCBonds, LLC
Industry Financial Services
Experience
TMCBonds, LLC October 2000 - Present
Salomon Smith Barney 1989 - 2000
The Vanguard Group January 1998 - August 1998
Education
University of Delaware 1980 — 1984
BSBA, Business
TMCBonds, LLC October 2000 - Present
Salomon Smith Barney 1989 - 2000
The Vanguard Group January 1998 - August 1998
Education
University of Delaware 1980 — 1984
BSBA, Business
Rian Kessler's The Vanguard Group Experience April 2011 - Present
Job Client Relationship Associate at Vanguard
Industry Financial Services
Experience
The Vanguard Group April 2011 - Present
Education
Temple University - Fox School of Business and Management 2006 — 2010
The Vanguard Group April 2011 - Present
Education
Temple University - Fox School of Business and Management 2006 — 2010
Smitha Venkat's The Vanguard Group Experience July 2008 - October 2010
Job Senior Product Engineer
Industry Computer Software
Experience
Comcast May 2014 - Present
Ruminex Inc January 2011 - May 2014
The Vanguard Group July 2008 - October 2010
Sollen Technologies 2002 - 2007
Skills
XML, Agile Methodologies, Java Enterprise Edition, Java, Hibernate, JavaScript, R, Python, Hadoop, MapReduce, Hive, Pig, Sqoop, JSP, SQL, Apache Pig, Eclipse, Web Services, Spring, Big Data, Microsoft SQL Server
Education
The University of Texas at Dallas 2003 — 2006
Master of Science (MS), Computer Science
University of Madras 1997 — 2001
BE, Electronics and Communication
Comcast May 2014 - Present
Ruminex Inc January 2011 - May 2014
The Vanguard Group July 2008 - October 2010
Sollen Technologies 2002 - 2007
Skills
XML, Agile Methodologies, Java Enterprise Edition, Java, Hibernate, JavaScript, R, Python, Hadoop, MapReduce, Hive, Pig, Sqoop, JSP, SQL, Apache Pig, Eclipse, Web Services, Spring, Big Data, Microsoft SQL Server
Education
The University of Texas at Dallas 2003 — 2006
Master of Science (MS), Computer Science
University of Madras 1997 — 2001
BE, Electronics and Communication
Stephen FX Whalen, CFA's The Vanguard Group Experience July 2007 - Present
Job Financial Adviser at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group July 2007 - Present
Whitemarsh boat club 2005 - 2014
PNC Investments February 2005 - July 2007
Ameriprise Financial Services, Inc. September 2003 - February 2005
Lincoln National 1996 - 2002
Wilmington Trust April 1994 - September 1996
Delaware Group of Funds 1989 - 1994
Skills
Investments, Asset Management, Investment Management, Series 63, High Net Worth..., Institutional..., Chartered Financial..., Mutual Funds, Asset Allocation, Retirement Planning, Wealth Management, Retirement, Investment Advisory, Strategic Financial..., Portfolio Management, Securities, Estate Planning, Series 7, Investment Strategies, Business Analysis
Education
Temple University - Fox School of Business and Management 1993 — 1995
MBA, Marketing
Temple University - Fox School of Business and Management 1985 — 1989
BBA, Economics
The Vanguard Group July 2007 - Present
Whitemarsh boat club 2005 - 2014
PNC Investments February 2005 - July 2007
Ameriprise Financial Services, Inc. September 2003 - February 2005
Lincoln National 1996 - 2002
Wilmington Trust April 1994 - September 1996
Delaware Group of Funds 1989 - 1994
Skills
Investments, Asset Management, Investment Management, Series 63, High Net Worth..., Institutional..., Chartered Financial..., Mutual Funds, Asset Allocation, Retirement Planning, Wealth Management, Retirement, Investment Advisory, Strategic Financial..., Portfolio Management, Securities, Estate Planning, Series 7, Investment Strategies, Business Analysis
Education
Temple University - Fox School of Business and Management 1993 — 1995
MBA, Marketing
Temple University - Fox School of Business and Management 1985 — 1989
BBA, Economics
Cari DeRose's The Vanguard Group Experience July 2004 - June 2006
Job AVP at AllianceBernstein
Industry Financial Services
Experience
AB March 2015 - Present
AllianceBernstein July 2006 - March 2015
The Vanguard Group July 2004 - June 2006
Skills
CISA, Access Lists, Internal Audit, Sarbanes-Oxley, IT Audit, Sarbanes-Oxley Act, SAS70, Risk Management, Risk Assessment, Operational Risk, Internal Controls, Financial Risk, Business Continuity, Auditing, Business Analysis, Enterprise Risk..., Operational Risk..., Financial Analysis
Education
University of Delaware 1999 — 2004
BS
AB March 2015 - Present
AllianceBernstein July 2006 - March 2015
The Vanguard Group July 2004 - June 2006
Skills
CISA, Access Lists, Internal Audit, Sarbanes-Oxley, IT Audit, Sarbanes-Oxley Act, SAS70, Risk Management, Risk Assessment, Operational Risk, Internal Controls, Financial Risk, Business Continuity, Auditing, Business Analysis, Enterprise Risk..., Operational Risk..., Financial Analysis
Education
University of Delaware 1999 — 2004
BS
Edward Merenda's The Vanguard Group Experience 2003 - Present
Job Audit Manager at Vanguard
Industry Investment Management
Experience
The Vanguard Group 2003 - Present
Skills
Financial Analysis, Internal Controls, Financial Modeling, Accounting, Risk Management, Corporate Finance, Financial Reporting, Investments, Internal Audit, Mutual Funds, Budgets, Auditing, Asset Managment, Sarbanes-Oxley Act, Strategic Financial..., Asset Management, Financial Services, Finance
Education
Temple University - Fox School of Business and Management
Master of Business Administration (MBA), Accounting and Finance
Villanova University
Economics
The Vanguard Group 2003 - Present
Skills
Financial Analysis, Internal Controls, Financial Modeling, Accounting, Risk Management, Corporate Finance, Financial Reporting, Investments, Internal Audit, Mutual Funds, Budgets, Auditing, Asset Managment, Sarbanes-Oxley Act, Strategic Financial..., Asset Management, Financial Services, Finance
Education
Temple University - Fox School of Business and Management
Master of Business Administration (MBA), Accounting and Finance
Villanova University
Economics
Ron Teaford's The Vanguard Group Experience 1998 - 2008
Job President at Industrial Automation Systems
Industry Industrial Automation
Experience
Industrial Automation Systems May 2015 - Present
Advanced Automated Controls January 2012 - May 2015
Sanofi Pasteur January 2011 - March 2012
The Vanguard Group 1998 - 2008
Skills
Automation, Project Management, Testing, Process Automation, Troubleshooting, MS Project, Integration, Process Improvement, Process Engineering, Visio, Software Development, Programming, Quality Assurance, Systems Engineering, Engineering, SCADA, Control Systems Design, Process Control, Engineering Management, Electrical Engineering, AutoCAD, PLC, Manufacturing, Product Development
Education
The George Washington University 1976 — 1980
Associate’s Degree, Project Management
Upper Merion 1970 — 1973
Acedemic, Business
Industrial Automation Systems May 2015 - Present
Advanced Automated Controls January 2012 - May 2015
Sanofi Pasteur January 2011 - March 2012
The Vanguard Group 1998 - 2008
Skills
Automation, Project Management, Testing, Process Automation, Troubleshooting, MS Project, Integration, Process Improvement, Process Engineering, Visio, Software Development, Programming, Quality Assurance, Systems Engineering, Engineering, SCADA, Control Systems Design, Process Control, Engineering Management, Electrical Engineering, AutoCAD, PLC, Manufacturing, Product Development
Education
The George Washington University 1976 — 1980
Associate’s Degree, Project Management
Upper Merion 1970 — 1973
Acedemic, Business
Chris Lannon, CFA's The Vanguard Group Experience April 2011 - Present
Job High Net Worth Relationship Manager at Vanguard
Industry Financial Services
Experience
The Vanguard Group April 2011 - Present
White Financial Associates September 2008 - February 2011
Ameriprise Financial Services, Inc. November 2004 - September 2008
Skills
Chartered Financial..., Series 7, Series 63, Series 65, Microsoft Office, Bloomberg Terminal, Morningstar Direct
Education
University of Colorado Boulder 2000 — 2004
Bachelor of Arts (BA), Economics and Sociology
The Vanguard Group April 2011 - Present
White Financial Associates September 2008 - February 2011
Ameriprise Financial Services, Inc. November 2004 - September 2008
Skills
Chartered Financial..., Series 7, Series 63, Series 65, Microsoft Office, Bloomberg Terminal, Morningstar Direct
Education
University of Colorado Boulder 2000 — 2004
Bachelor of Arts (BA), Economics and Sociology
David Ciarrocchi's The Vanguard Group Experience 2005 - 2006
Job Independent Import and Export Professional
Industry Import and Export
Experience
Cali International 2007 - Present
R.J. Reynolds 2006 - 2007
The Vanguard Group 2005 - 2006
Gary J. Horter Construction 2002 - 2005
Skills
Negotiation, Product Development, Pricing, Marketing, Leadership, Retail, Sales, Purchasing, Customer Service, Entrepreneurship, Sales Management, New Business Development, Sales Operations, Account Management, Marketing Strategy, Selling, Merchandising, B2B
Education
University of Delaware 2000 — 2004
BS, Business Administration, Double Major: Marketing and Operations Management
Cali International 2007 - Present
R.J. Reynolds 2006 - 2007
The Vanguard Group 2005 - 2006
Gary J. Horter Construction 2002 - 2005
Skills
Negotiation, Product Development, Pricing, Marketing, Leadership, Retail, Sales, Purchasing, Customer Service, Entrepreneurship, Sales Management, New Business Development, Sales Operations, Account Management, Marketing Strategy, Selling, Merchandising, B2B
Education
University of Delaware 2000 — 2004
BS, Business Administration, Double Major: Marketing and Operations Management
Lauren Schenkel's The Vanguard Group Experience January 2008 - Present
Job Sr. International Associate at Brandywine Global, MBA
Industry Financial Services
Experience
Brandywine Global October 2013 - Present
The Vanguard Group January 2008 - Present
University of Delaware February 2005 - May 2008
Philadelphia Sports Group December 2007 - February 2008
State Farm Insurance June 2007 - August 2007
Skills
Marketing, Email Marketing, Public Relations, Competitive Analysis, Training, Advertising, Program Management, Budgets, Project Planning, Public Speaking, Series 63, Mutual Funds, Customer Service, Proposal Writing
Education
The Pennsylvania State University 2010 — 2012
Master, Business Administration
University of Delaware 2004 — 2008
Bachelor of Science, Marketing, International Business, Spanish
Brandywine Global October 2013 - Present
The Vanguard Group January 2008 - Present
University of Delaware February 2005 - May 2008
Philadelphia Sports Group December 2007 - February 2008
State Farm Insurance June 2007 - August 2007
Skills
Marketing, Email Marketing, Public Relations, Competitive Analysis, Training, Advertising, Program Management, Budgets, Project Planning, Public Speaking, Series 63, Mutual Funds, Customer Service, Proposal Writing
Education
The Pennsylvania State University 2010 — 2012
Master, Business Administration
University of Delaware 2004 — 2008
Bachelor of Science, Marketing, International Business, Spanish
Chandra Browning's The Vanguard Group Experience May 2007 - March 2011
Job Senior Benefits Specialist
Industry Human Resources
Experience
Genesis HealthCare March 2015 - Present
Trion April 2013 - January 2015
CoreSource September 2011 - March 2013
The Vanguard Group May 2007 - March 2011
The Vanguard Group December 2004 - May 2007
Citadel Federal Credit Union February 2001 - December 2004
Skills
ERISA, FMLA, COBRA, Employee Benefits, Benefits, Benefits Administration, PeopleSoft, Compensation, Outlook, Policy, Excel, Call Center, Compliance, Health Insurance, Customer Service, Microsoft Office, Administration, PowerPoint, Word, Data Analysis, Employee Relations, Call Centers, Microsoft Excel, Microsoft Word
Education
Temple University - Fox School of Business and Management 2007 — 2013
BBA, Marketing, Human Resource Management
Genesis HealthCare March 2015 - Present
Trion April 2013 - January 2015
CoreSource September 2011 - March 2013
The Vanguard Group May 2007 - March 2011
The Vanguard Group December 2004 - May 2007
Citadel Federal Credit Union February 2001 - December 2004
Skills
ERISA, FMLA, COBRA, Employee Benefits, Benefits, Benefits Administration, PeopleSoft, Compensation, Outlook, Policy, Excel, Call Center, Compliance, Health Insurance, Customer Service, Microsoft Office, Administration, PowerPoint, Word, Data Analysis, Employee Relations, Call Centers, Microsoft Excel, Microsoft Word
Education
Temple University - Fox School of Business and Management 2007 — 2013
BBA, Marketing, Human Resource Management
Gray Morrison's The Vanguard Group Experience May 2008 - June 2009
Job Sales Representative
Industry Construction
Experience
DP Air Corporation May 2012 - Present
Integrated Support Systems June 2009 - May 2012
The Vanguard Group May 2008 - June 2009
Skills
HVAC, Electrical Equipment, Building Management..., Data Centre Architecture, Cabling, Power Generation, Account Management, Customer Service, Team Leadership, New Business Development
Education
University of Arizona 2004 — 2008
BS in Business Administration, Finance
DP Air Corporation May 2012 - Present
Integrated Support Systems June 2009 - May 2012
The Vanguard Group May 2008 - June 2009
Skills
HVAC, Electrical Equipment, Building Management..., Data Centre Architecture, Cabling, Power Generation, Account Management, Customer Service, Team Leadership, New Business Development
Education
University of Arizona 2004 — 2008
BS in Business Administration, Finance
Donald Cardamone's The Vanguard Group Experience 1999 - 2009
Job Financial Services Professional
Industry Financial Services
Experience
The Vanguard Group 1999 - 2009
Education
Temple University - Fox School of Business and Management 1975 — 1980
Master of Business Administration (MBA), Finance
Temple University - College of Liberal Arts 1967 — 1971
Bachelor of Arts (BA), Mathematics
The Vanguard Group 1999 - 2009
Education
Temple University - Fox School of Business and Management 1975 — 1980
Master of Business Administration (MBA), Finance
Temple University - College of Liberal Arts 1967 — 1971
Bachelor of Arts (BA), Mathematics
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments