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
The Vanguard Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at The Vanguard Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
The Vanguard Group Salaries. You can even request information on how much does The Vanguard Group pay if you want to. Learn about salaries, pros and cons of working for The Vanguard Group directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
2,125 The Vanguard Group employees in database. Find out everything there's to know about The Vanguard Group employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
The Vanguard Group Employees
Employee
Years
Job
Industry
Gabriel Skipper Gabriel Skipper's The Vanguard Group Experience 2003 - 2007
Job Vice President at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial October 2014 - Present
Fidelity Investments January 2014 - April 2014
Charles Schwab April 2007 - April 2013
The Vanguard Group 2003 - 2007
AIG Advisor Group (SunAmerica, Sentra, and Spelman) 2002 - 2003
Charles Schwab 2000 - 2001
TD Waterhouse Investor Services 1999 - 2000
TD Waterhouse Investor Services 1998 - 1999
TD Waterhouse Investor Services 1996 - 1998
Skills
Series 7, Business Transformation, Competitive Analysis, Operational Risk..., Risk Management, Securities, Management, Financial Services, Six Sigma, Leadership, Series 24, Project Management, CRM, Relationship Management, FINRA, Series 63, Mutual Funds, Investments, Business Strategy, Employee Engagement, Net Promoter Score, Contact Centers, Development Of Employees, Process Improvement, Compliance, Great Motivator, Call Centers, Gallup Strengths, Strategy
Education
University of Nevada-Las Vegas 1990 — 1992
B.S., Business/Hotel Administration
University of Hawaii Maui College 1988 — 1990
General Studies
Ameriprise Financial October 2014 - Present
Fidelity Investments January 2014 - April 2014
Charles Schwab April 2007 - April 2013
The Vanguard Group 2003 - 2007
AIG Advisor Group (SunAmerica, Sentra, and Spelman) 2002 - 2003
Charles Schwab 2000 - 2001
TD Waterhouse Investor Services 1999 - 2000
TD Waterhouse Investor Services 1998 - 1999
TD Waterhouse Investor Services 1996 - 1998
Skills
Series 7, Business Transformation, Competitive Analysis, Operational Risk..., Risk Management, Securities, Management, Financial Services, Six Sigma, Leadership, Series 24, Project Management, CRM, Relationship Management, FINRA, Series 63, Mutual Funds, Investments, Business Strategy, Employee Engagement, Net Promoter Score, Contact Centers, Development Of Employees, Process Improvement, Compliance, Great Motivator, Call Centers, Gallup Strengths, Strategy
Education
University of Nevada-Las Vegas 1990 — 1992
B.S., Business/Hotel Administration
University of Hawaii Maui College 1988 — 1990
General Studies
Elizabeth Nance Elizabeth Nance's The Vanguard Group Experience May 2014 - Present
Job Client Relationship Associate at Vanguard
Industry Public Relations and Communications
Experience
The Vanguard Group May 2014 - Present
Wells Fargo June 2013 - August 2013
Topsail Post & Voice June 2012 - August 2012
Camp Sea Gull and Camp Seafarer June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Photoshop, Research, Social Media, Teamwork, Public Speaking, HTML, Windows, English, Event Planning, Press Releases, Cision
Education
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor in Arts Journalism Mass Communications, Public Relations; Minor in History
Charlotte Latin School 1998 — 2010
K-12
The Vanguard Group May 2014 - Present
Wells Fargo June 2013 - August 2013
Topsail Post & Voice June 2012 - August 2012
Camp Sea Gull and Camp Seafarer June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Photoshop, Research, Social Media, Teamwork, Public Speaking, HTML, Windows, English, Event Planning, Press Releases, Cision
Education
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor in Arts Journalism Mass Communications, Public Relations; Minor in History
Charlotte Latin School 1998 — 2010
K-12
Samantha Edwards, CPA Samantha Edwards, CPA's The Vanguard Group Experience February 2004 - February 2005
Job Director of Finance at Landeavor, LLC
Industry Accounting
Experience
Landeavor, LLC December 2010 - Present
VeriFone August 2010 - November 2010
PricewaterhouseCoopers August 2009 - August 2010
Taylor Morrison November 2007 - March 2009
Taylor Morrison May 2006 - November 2007
Franklin Templeton March 2005 - May 2006
The Vanguard Group February 2004 - February 2005
Skills
Financial Analysis, Accounting, Cash Flow, Due Diligence, Sarbanes-Oxley Act, Financial Modeling, Financial Reporting, Managerial Finance, Forecasting, Internal Controls, Auditing, Variance Analysis, Analysis, Management, Finance, Process Improvement, Budgets
Education
University of South Florida 2008 — 2009
Bachelor of Science (BS), Accounting
University of North Carolina at Charlotte 1999 — 2003
BSBA, Finance, Industrial Operations Management
Landeavor, LLC December 2010 - Present
VeriFone August 2010 - November 2010
PricewaterhouseCoopers August 2009 - August 2010
Taylor Morrison November 2007 - March 2009
Taylor Morrison May 2006 - November 2007
Franklin Templeton March 2005 - May 2006
The Vanguard Group February 2004 - February 2005
Skills
Financial Analysis, Accounting, Cash Flow, Due Diligence, Sarbanes-Oxley Act, Financial Modeling, Financial Reporting, Managerial Finance, Forecasting, Internal Controls, Auditing, Variance Analysis, Analysis, Management, Finance, Process Improvement, Budgets
Education
University of South Florida 2008 — 2009
Bachelor of Science (BS), Accounting
University of North Carolina at Charlotte 1999 — 2003
BSBA, Finance, Industrial Operations Management
Maureen Saponaro Maureen Saponaro's The Vanguard Group Experience September 1993 - July 2000
Job Fieldbased marketing research consultant
Industry Market Research
Experience
MDS Research Consulting May 2013 - Present
Turn5, Inc. AmericanMuscle.Com April 2012 - August 2012
SunGard Availability Services February 2012 - April 2012
SunGard Availability Services December 2011 - April 2012
SunGard Availability Services November 2005 - April 2012
Sungard November 2005 - December 2011
The Vanguard Group September 1993 - July 2000
Skills
Disaster Recovery, Service Delivery, Business Requirements, Business Continuity, Data Center, IT Operations, IT Management, Vendor Management, Troubleshooting, Managed Services, IT Service Management, ITIL, SharePoint, Business Analysis, Program Management, Visio, Testing, Incident Management, Project Planning, Change Management, Cross-functional Team..., Management, Integration, Project Management, PMP, Solution Architecture, IT Strategy, Service Management, CRM, Enterprise Architecture, Software Documentation, Process Improvement, PMO, Resource Management, Active Directory, Analysis, Business Process, Hardware, Infrastructure, Networking, Information Technology, Operating Systems, Pre-sales, Professional Services, Security, Servers, VMware, Virtualization
Education
University of Phoenix 2001 — 2006
B.S.
MDS Research Consulting May 2013 - Present
Turn5, Inc. AmericanMuscle.Com April 2012 - August 2012
SunGard Availability Services February 2012 - April 2012
SunGard Availability Services December 2011 - April 2012
SunGard Availability Services November 2005 - April 2012
Sungard November 2005 - December 2011
The Vanguard Group September 1993 - July 2000
Skills
Disaster Recovery, Service Delivery, Business Requirements, Business Continuity, Data Center, IT Operations, IT Management, Vendor Management, Troubleshooting, Managed Services, IT Service Management, ITIL, SharePoint, Business Analysis, Program Management, Visio, Testing, Incident Management, Project Planning, Change Management, Cross-functional Team..., Management, Integration, Project Management, PMP, Solution Architecture, IT Strategy, Service Management, CRM, Enterprise Architecture, Software Documentation, Process Improvement, PMO, Resource Management, Active Directory, Analysis, Business Process, Hardware, Infrastructure, Networking, Information Technology, Operating Systems, Pre-sales, Professional Services, Security, Servers, VMware, Virtualization
Education
University of Phoenix 2001 — 2006
B.S.
Suzanne Muusers Suzanne Muusers's The Vanguard Group Experience May 2001 - August 2005
Job ►FINANCIAL ADVISOR COACH, LEADERSHIP COACH, CAREER COACH◄ to Financial Professionals Who Want to Grow
Industry Professional Training & Coaching
Experience
Prosperity Coaching LLC July 2004 - Present
Financial Planning Association of Greater Phoenix July 2010 - December 2014
International Coach Federation Phoenix Chapter January 2008 - June 2010
The Vanguard Group May 2001 - August 2005
Treasures of Asia, Inc. January 1984 - April 2000
Skills
Business Coaching, Sales Coach, Executive Coaching, Business Management, Business Development, Business Strategy, Business Planning, Marketing Strategy, Marketing Communications, Online Marketing, Direct Marketing, Entrepreneur, Leadership Development, Goal Setting, Social Media, Lifestyle Coaching, Strategic Planning, Entrepreneurship, Sales, Management, Media Relations, Public Speaking, Training, Program Management, Leadership, Team Building, Coaching, Public Relations, Blogging, Email Marketing, SEO, Advertising, Event Planning, Facebook, Consulting, Time Management, Marketing, Human Resources, Strategy, Personal Branding, Career Development, Project Management, Emotional Intelligence, Organizational..., Life Coaching, Workshop Facilitation, Career Management, Career Development..., Executive Development, Career Counseling
Education
Coach U 2004 — 2008
Graduate, Business Coaching
University of Hawaii - College of Business Administration 1985 — 1989
Bachelors Business Administration, International Business and Marketing
Prosperity Coaching LLC July 2004 - Present
Financial Planning Association of Greater Phoenix July 2010 - December 2014
International Coach Federation Phoenix Chapter January 2008 - June 2010
The Vanguard Group May 2001 - August 2005
Treasures of Asia, Inc. January 1984 - April 2000
Skills
Business Coaching, Sales Coach, Executive Coaching, Business Management, Business Development, Business Strategy, Business Planning, Marketing Strategy, Marketing Communications, Online Marketing, Direct Marketing, Entrepreneur, Leadership Development, Goal Setting, Social Media, Lifestyle Coaching, Strategic Planning, Entrepreneurship, Sales, Management, Media Relations, Public Speaking, Training, Program Management, Leadership, Team Building, Coaching, Public Relations, Blogging, Email Marketing, SEO, Advertising, Event Planning, Facebook, Consulting, Time Management, Marketing, Human Resources, Strategy, Personal Branding, Career Development, Project Management, Emotional Intelligence, Organizational..., Life Coaching, Workshop Facilitation, Career Management, Career Development..., Executive Development, Career Counseling
Education
Coach U 2004 — 2008
Graduate, Business Coaching
University of Hawaii - College of Business Administration 1985 — 1989
Bachelors Business Administration, International Business and Marketing
Adam Conrad Adam Conrad's The Vanguard Group Experience August 2006 - August 2008
Job Senior Epic Recruiter
Industry Hospital & Health Care
Experience
Leidos Health January 2011 - Present
The Vanguard Group August 2006 - August 2008
University of Miami May 2004 - August 2004
Skills
Investments, Recruiting, Strategic Communications, Strategy Development, Cerner, Meditech, Eclipsys, NextGen, PeopleSoft, Sunquest, Epic Systems, EHR, Healthcare Information..., Ambulatory, CPOE, HL7, EMR, Informatics, Healthcare
Education
University of Miami 2002 — 2005
BBA, Finance/Marketing/Eng Lit
University of Miami - School of Business 2002 — 2005
BBA, Finance, Marketing, English Literature
Leidos Health January 2011 - Present
The Vanguard Group August 2006 - August 2008
University of Miami May 2004 - August 2004
Skills
Investments, Recruiting, Strategic Communications, Strategy Development, Cerner, Meditech, Eclipsys, NextGen, PeopleSoft, Sunquest, Epic Systems, EHR, Healthcare Information..., Ambulatory, CPOE, HL7, EMR, Informatics, Healthcare
Education
University of Miami 2002 — 2005
BBA, Finance/Marketing/Eng Lit
University of Miami - School of Business 2002 — 2005
BBA, Finance, Marketing, English Literature
Esther Lee, CPA CISA Esther Lee, CPA CISA's The Vanguard Group Experience 2008 - 2011
Job IT Audit Manager 2 at SunTrust
Industry Banking
Experience
SunTrust 2015 - Present
Merrill Lynch 2011 - 2015
The Vanguard Group 2008 - 2011
Wachovia 2004 - 2008
Grant Thornton 2002 - 2003
Arthur Andersen 2001 - 2002
Skills
Sarbanes-Oxley Act, Internal Audit, IT Audit, CISA, Auditing, Retirement Planning, Investment Strategies, Wealth Management, Special Needs Trusts, Accounting, Strategic Planning, Business Development, Risk Management, Building Relationships, Charitable Remainder..., Sarbanes-Oxley, Enterprise Risk..., Operational Risk, Finance, Financial Services, Financial Analysis, Financial Risk, Leadership, Strategic Financial..., Banking, Internal Controls, Management, Process Improvement, Business Analysis, Financial Reporting, Investments, Portfolio Management, Consulting, Operational Risk...
Education
University of North Carolina at Wilmington 2000 — 2001
Master of Science, Accounting, 3.619
University of North Carolina at Wilmington 1997 — 2000
Bachelor of Science (B.S.), Accountancy, 3.925
SunTrust 2015 - Present
Merrill Lynch 2011 - 2015
The Vanguard Group 2008 - 2011
Wachovia 2004 - 2008
Grant Thornton 2002 - 2003
Arthur Andersen 2001 - 2002
Skills
Sarbanes-Oxley Act, Internal Audit, IT Audit, CISA, Auditing, Retirement Planning, Investment Strategies, Wealth Management, Special Needs Trusts, Accounting, Strategic Planning, Business Development, Risk Management, Building Relationships, Charitable Remainder..., Sarbanes-Oxley, Enterprise Risk..., Operational Risk, Finance, Financial Services, Financial Analysis, Financial Risk, Leadership, Strategic Financial..., Banking, Internal Controls, Management, Process Improvement, Business Analysis, Financial Reporting, Investments, Portfolio Management, Consulting, Operational Risk...
Education
University of North Carolina at Wilmington 2000 — 2001
Master of Science, Accounting, 3.619
University of North Carolina at Wilmington 1997 — 2000
Bachelor of Science (B.S.), Accountancy, 3.925
Ron Olexsak, CRCP, MBA Ron Olexsak, CRCP, MBA's The Vanguard Group Experience July 2004 - April 2008
Job Chief Compliance Officer at Thornburg Securities Corporation
Industry Financial Services
Experience
Thornburg Securities Corporation February 2012 - Present
Thornburg Investment Management April 2008 - Present
Thornburg Investment Management July 2009 - July 2009
The Vanguard Group July 2004 - April 2008
The Vanguard Group May 1999 - July 2004
The Vanguard Group January 1997 - May 1999
Best Buy May 1994 - January 1997
Skills
FINRA, Compliance, Series 7, Series 24, Series 63, Securities, Portfolio Management, Mutual Funds, Retirement, Financial Services, Wealth Management, Investments, Asset Management, Training, Series 6
Education
Western International University
Master of Business Administration (MBA), Business Administration and Management, General
University of Pennsylvania - The Wharton School 2011 — 2011
Certified Regulatory and Compliance Professional, Compliance
University of Phoenix 1999 — 2001
BS in Business Management, Business Ethics and International Studies
Charles River Development
Compliance Certification
Thornburg Securities Corporation February 2012 - Present
Thornburg Investment Management April 2008 - Present
Thornburg Investment Management July 2009 - July 2009
The Vanguard Group July 2004 - April 2008
The Vanguard Group May 1999 - July 2004
The Vanguard Group January 1997 - May 1999
Best Buy May 1994 - January 1997
Skills
FINRA, Compliance, Series 7, Series 24, Series 63, Securities, Portfolio Management, Mutual Funds, Retirement, Financial Services, Wealth Management, Investments, Asset Management, Training, Series 6
Education
Western International University
Master of Business Administration (MBA), Business Administration and Management, General
University of Pennsylvania - The Wharton School 2011 — 2011
Certified Regulatory and Compliance Professional, Compliance
University of Phoenix 1999 — 2001
BS in Business Management, Business Ethics and International Studies
Charles River Development
Compliance Certification
Kemona Amadi-Emina Kemona Amadi-Emina's The Vanguard Group Experience August 2013 - August 2014
Job HR Benefits Administrator for Aon Hewitt
Industry Human Resources
Experience
Aon Hewitt August 2014 - Present
The Vanguard Group August 2013 - August 2014
Walmart March 2012 - August 2013
University of North Carolina Charlotte May 2011 - August 2011
Que Technology June 2007 - September 2008
Skills
Cashiering, Merchandising, Visual Merchandising, Retail Sales, Retail, Loss Prevention, Store Management, Cash Register, Customer Service, Inventory Management, Store Operations, Planograms, Operating Systems, Microsoft Office, Mac OS X, Windows, IP, WiFi, LAN-WAN, Highly detail oriented
Education
University of North Carolina at Charlotte 2010 — 2012
Bachelor of Arts, English; Liberal Arts and Sciences
Aon Hewitt August 2014 - Present
The Vanguard Group August 2013 - August 2014
Walmart March 2012 - August 2013
University of North Carolina Charlotte May 2011 - August 2011
Que Technology June 2007 - September 2008
Skills
Cashiering, Merchandising, Visual Merchandising, Retail Sales, Retail, Loss Prevention, Store Management, Cash Register, Customer Service, Inventory Management, Store Operations, Planograms, Operating Systems, Microsoft Office, Mac OS X, Windows, IP, WiFi, LAN-WAN, Highly detail oriented
Education
University of North Carolina at Charlotte 2010 — 2012
Bachelor of Arts, English; Liberal Arts and Sciences
Brad Pejsa Brad Pejsa's The Vanguard Group Experience June 2010 - December 2011
Job Software Developer Intermediate Vanguard International Websites
Industry Financial Services
Experience
Vanguard April 2014 - Present
Vanguard January 2014 - April 2014
Vanguard December 2011 - January 2013
The Vanguard Group June 2010 - December 2011
Davidson Development Group June 2003 - May 2008
Davidson Development Group June 1996 - June 2003
Skills
Software Development, JSP, Spring, Java, Unix, Subversion, AJAX, JSF, CSS, AngularJS, Agile Methodologies, SDLC, JavaScript, HTML, Maven, Websphere, JUnit, Eclipse, XHTML, DB2, Scrum, Agile Project Management, Agile, XML, J2EE, PHP, Facelets, COBOL
Education
UNCC 2008 — 2010
Bachelor of Arts, Software Information Systems
Western Carolina University 1987 — 1991
BSBA, Business Management
Vanguard April 2014 - Present
Vanguard January 2014 - April 2014
Vanguard December 2011 - January 2013
The Vanguard Group June 2010 - December 2011
Davidson Development Group June 2003 - May 2008
Davidson Development Group June 1996 - June 2003
Skills
Software Development, JSP, Spring, Java, Unix, Subversion, AJAX, JSF, CSS, AngularJS, Agile Methodologies, SDLC, JavaScript, HTML, Maven, Websphere, JUnit, Eclipse, XHTML, DB2, Scrum, Agile Project Management, Agile, XML, J2EE, PHP, Facelets, COBOL
Education
UNCC 2008 — 2010
Bachelor of Arts, Software Information Systems
Western Carolina University 1987 — 1991
BSBA, Business Management
Jonathan Pang, CPA Jonathan Pang, CPA's The Vanguard Group Experience June 2008 - August 2008
Job Associate at BlackRock
Industry Financial Services
Experience
BlackRock June 2014 - Present
Ernst & Young September 2010 - June 2014
New Markets Venture Partners January 2010 - May 2010
Ernst & Young June 2009 - August 2009
The Vanguard Group June 2008 - August 2008
Education
CFA Institute
University of Maryland - Robert H. Smith School of Business 2006 — 2010
B.S. Finance, B.S. Accounting
BlackRock June 2014 - Present
Ernst & Young September 2010 - June 2014
New Markets Venture Partners January 2010 - May 2010
Ernst & Young June 2009 - August 2009
The Vanguard Group June 2008 - August 2008
Education
CFA Institute
University of Maryland - Robert H. Smith School of Business 2006 — 2010
B.S. Finance, B.S. Accounting
Christine V. Lawson Christine V. Lawson's The Vanguard Group Experience September 2010 - November 2011
Job Corporate Communications Manager at Lincoln Investment
Industry Financial Services
Experience
Lincoln Investment December 2014 - Present
Janney Montgomery Scott February 2013 - December 2014
The American College October 2012 - February 2013
Banker's Academy March 2012 - October 2012
The Vanguard Group September 2010 - November 2011
Central Bucks School District September 2007 - August 2010
LexisNexis August 2001 - September 2003
The Vanguard Group October 1996 - August 2001
CIGNA April 1992 - October 1996
Skills
Marketing Communications, Editing, Corporate Communications, Newsletters, Marketing, Social Media, SEO, Project Management, Marketing Strategy, Copywriting, Proofreading, Email Marketing, Copy Editing, PowerPoint, Microsoft Excel, Press Releases, Proposal Writing, Brand Awareness, Adobe Acrobat, Brochures, Writing, Messaging, Microsoft Office, Outlook, Lotus Notes, E-newsletter, RFP, Freelance Writing, Contractual Agreements, Contract Management, Mortgage Lending, Executive Messaging, Campaign Management, Campaign Strategies, Corporate Branding, Values-based Leadership, Web Content, Web Marketing, HTML emails, Constant Contact, Digital Media, Digital Marketing, Social Media Marketing, Campaign Plans, CEOs, Email Strategy, Investments, Strategic Planning, Content Management, Content Strategy
Education
Villanova University School of Law
Doctor of Law (J.D.)
University of Pennsylvania
B.A. in English / minor in Marketing (Wharton School)
Lincoln Investment December 2014 - Present
Janney Montgomery Scott February 2013 - December 2014
The American College October 2012 - February 2013
Banker's Academy March 2012 - October 2012
The Vanguard Group September 2010 - November 2011
Central Bucks School District September 2007 - August 2010
LexisNexis August 2001 - September 2003
The Vanguard Group October 1996 - August 2001
CIGNA April 1992 - October 1996
Skills
Marketing Communications, Editing, Corporate Communications, Newsletters, Marketing, Social Media, SEO, Project Management, Marketing Strategy, Copywriting, Proofreading, Email Marketing, Copy Editing, PowerPoint, Microsoft Excel, Press Releases, Proposal Writing, Brand Awareness, Adobe Acrobat, Brochures, Writing, Messaging, Microsoft Office, Outlook, Lotus Notes, E-newsletter, RFP, Freelance Writing, Contractual Agreements, Contract Management, Mortgage Lending, Executive Messaging, Campaign Management, Campaign Strategies, Corporate Branding, Values-based Leadership, Web Content, Web Marketing, HTML emails, Constant Contact, Digital Media, Digital Marketing, Social Media Marketing, Campaign Plans, CEOs, Email Strategy, Investments, Strategic Planning, Content Management, Content Strategy
Education
Villanova University School of Law
Doctor of Law (J.D.)
University of Pennsylvania
B.A. in English / minor in Marketing (Wharton School)
Amber Belongia Amber Belongia's The Vanguard Group Experience September 2005 - July 2007
Job House Manager and Professional Mother at BelongiaBland Household
Industry Financial Services
Experience
. October 2014 - Present
SEED Financial Strategies May 2013 - October 2014
21st Century Insurance June 2012 - May 2013
OppenheimerFunds, Inc July 2007 - April 2012
The Vanguard Group September 2005 - July 2007
Skills
Well developed..., Initiative to gain..., Consistenly empower..., Focus on breaking down..., Creative and..., Requirements Gathering, Business Analysis, Series 7, Leadership, Project Management, Change Management, Mutual Funds, Retirement Planning, SDLC, Customer Service, Investments, Strategy, Vendor Management, Series 6, Financial Services, SharePoint, Team Building, Training, Visio, Data Analysis, Project Planning, CRM, Analysis, Risk Management, FINRA, Series 63
Education
University of North Carolina at Chapel Hill 1999 — 2004
BS Journalism-Public Relations & BS Romance Languages-Spanish
University of North Carolina at Chapel Hill 1999 — 2004
. October 2014 - Present
SEED Financial Strategies May 2013 - October 2014
21st Century Insurance June 2012 - May 2013
OppenheimerFunds, Inc July 2007 - April 2012
The Vanguard Group September 2005 - July 2007
Skills
Well developed..., Initiative to gain..., Consistenly empower..., Focus on breaking down..., Creative and..., Requirements Gathering, Business Analysis, Series 7, Leadership, Project Management, Change Management, Mutual Funds, Retirement Planning, SDLC, Customer Service, Investments, Strategy, Vendor Management, Series 6, Financial Services, SharePoint, Team Building, Training, Visio, Data Analysis, Project Planning, CRM, Analysis, Risk Management, FINRA, Series 63
Education
University of North Carolina at Chapel Hill 1999 — 2004
BS Journalism-Public Relations & BS Romance Languages-Spanish
University of North Carolina at Chapel Hill 1999 — 2004
Bob Edmiston's The Vanguard Group Experience June 2006 - August 2009
Job Investment Officer at Hirtle, Callaghan & Co.
Industry Financial Services
Experience
Hirtle, Callaghan & Co. May 2011 - Present
Penn State University August 2009 - May 2011
The Vanguard Group June 2006 - August 2009
The Vanguard Group February 2005 - June 2006
Skills
Investment Strategies, Portfolio Management, Retirement Planning, Public Speaking, Philanthropy, Investments, Asset, Marketing Strategy, Management, Asset Allocation, Series 7, Investment Management, Asset Managment, Wealth Management, Alternative Investments
Education
Pennsylvania State University, Smeal College of Business 2009 — 2011
MBA, Strategic Leadership, Finance and Entrepreneurship
University of Maryland College Park 2001 — 2004
Bachelors, Economics and Sociology
Hirtle, Callaghan & Co. May 2011 - Present
Penn State University August 2009 - May 2011
The Vanguard Group June 2006 - August 2009
The Vanguard Group February 2005 - June 2006
Skills
Investment Strategies, Portfolio Management, Retirement Planning, Public Speaking, Philanthropy, Investments, Asset, Marketing Strategy, Management, Asset Allocation, Series 7, Investment Management, Asset Managment, Wealth Management, Alternative Investments
Education
Pennsylvania State University, Smeal College of Business 2009 — 2011
MBA, Strategic Leadership, Finance and Entrepreneurship
University of Maryland College Park 2001 — 2004
Bachelors, Economics and Sociology
Joey Frayne Joey Frayne's The Vanguard Group Experience November 2004 - November 2005
Job Technology Investment Associate
Industry Investment Management
Experience
Wisconsin Economic Development Corporation February 2015 - Present
CliftonLarsonAllen Wealth Advisors, LLC June 2007 - February 2015
Berthel Fisher & Company Financial Services, Inc. December 2006 - August 2007
Little Caesars August 1995 - December 2006
The Vanguard Group November 2004 - November 2005
Skills
Back Office, Strategic Financial..., Portfolio Management, Equities, Trading, Investments, Compliance Management, Project Management, Customer Service, Management, Operations Management, Project Planning, Process Improvement
Education
University of Iowa 1999 — 2003
BA, Economics
Wisconsin Economic Development Corporation February 2015 - Present
CliftonLarsonAllen Wealth Advisors, LLC June 2007 - February 2015
Berthel Fisher & Company Financial Services, Inc. December 2006 - August 2007
Little Caesars August 1995 - December 2006
The Vanguard Group November 2004 - November 2005
Skills
Back Office, Strategic Financial..., Portfolio Management, Equities, Trading, Investments, Compliance Management, Project Management, Customer Service, Management, Operations Management, Project Planning, Process Improvement
Education
University of Iowa 1999 — 2003
BA, Economics
Monica Orlich's The Vanguard Group Experience June 2006 - September 2008
Job Client Services Specialist at Adhesion
Industry Financial Services
Experience
Adhesion Wealth Advisor Solutions Inc September 2015 - Present
TIAA-CREF February 2012 - March 2015
TIAA-CREF March 2010 - March 2012
The Vanguard Group June 2006 - September 2008
Vanguard June 2006 - June 2007
Skills
Fluent Spanish, 7 Licensed, 63 Licensed, Portfolio Management, Spanish, Finance, Series 7, Marketing, Retirement Planning, Leadership, Customer Service, Retirement, Investments, Fixed Annuities, Management, Investment Strategies, Strategy, 63 Licenses, Microsoft Office, Trading, Microsoft Excel, Financial Analysis, Analysis, Financial Services
Education
University of North Carolina at Charlotte 2001 — 2007
International Business, International Business
Adhesion Wealth Advisor Solutions Inc September 2015 - Present
TIAA-CREF February 2012 - March 2015
TIAA-CREF March 2010 - March 2012
The Vanguard Group June 2006 - September 2008
Vanguard June 2006 - June 2007
Skills
Fluent Spanish, 7 Licensed, 63 Licensed, Portfolio Management, Spanish, Finance, Series 7, Marketing, Retirement Planning, Leadership, Customer Service, Retirement, Investments, Fixed Annuities, Management, Investment Strategies, Strategy, 63 Licenses, Microsoft Office, Trading, Microsoft Excel, Financial Analysis, Analysis, Financial Services
Education
University of North Carolina at Charlotte 2001 — 2007
International Business, International Business
Fred Stluka Fred Stluka's The Vanguard Group Experience 1996 - 1998
Job Python/Android/Java/Web/DB Programmer
Industry Computer Software
Experience
Bristle Software, Inc. 1996 - Present
HelpHOPELive 2012 - Present
Visibiz 2010 - 2011
InfraTrac 2007 - 2009
Barclaycard (was Juniper Bank) 2005 - 2006
JAG Industries 2005 - 2006
Simplica 2004 - 2005
GlaxoSmithKline 1999 - 2004
ECRI 1998 - 1999
The Vanguard Group 1996 - 1998
Skills
The Fred Factor, Python, Django, REST, Web Applications, Ajax, Linux, Amazon Web Services..., Agile Methodologies, SQL, MySQL, Apache, Git, JIRA, JavaScript, jQuery, CSS, Web, Tomcat, JUnit, Java, Web Services, XML, JSP, Unix, JDBC, HTML, Servlets, Cloud Computing, Teamwork, Mentoring, DHTML, JSON, Eclipse, MongoDB, Android, Jenkins, MediaWiki, Confluence, NoSQL, log4j, STS, Web Development, AJAX
Education
University of Pennsylvania 1978 — 1982
BSE, Computer Science and Engineering
Bristle Software, Inc. 1996 - Present
HelpHOPELive 2012 - Present
Visibiz 2010 - 2011
InfraTrac 2007 - 2009
Barclaycard (was Juniper Bank) 2005 - 2006
JAG Industries 2005 - 2006
Simplica 2004 - 2005
GlaxoSmithKline 1999 - 2004
ECRI 1998 - 1999
The Vanguard Group 1996 - 1998
Skills
The Fred Factor, Python, Django, REST, Web Applications, Ajax, Linux, Amazon Web Services..., Agile Methodologies, SQL, MySQL, Apache, Git, JIRA, JavaScript, jQuery, CSS, Web, Tomcat, JUnit, Java, Web Services, XML, JSP, Unix, JDBC, HTML, Servlets, Cloud Computing, Teamwork, Mentoring, DHTML, JSON, Eclipse, MongoDB, Android, Jenkins, MediaWiki, Confluence, NoSQL, log4j, STS, Web Development, AJAX
Education
University of Pennsylvania 1978 — 1982
BSE, Computer Science and Engineering
John Fattibene John Fattibene's The Vanguard Group Experience May 1997 - December 2000
Job Owner, Harvest Financial Partners
Industry Financial Services
Experience
Harvest Financial Partners March 2008 - Present
Carnegie Wealth Management 2004 - 2008
Executive Financial Services April 2002 - January 2004
Wilmerding & Associates 2001 - 2002
The Vanguard Group May 1997 - December 2000
Bank of America 1986 - 1997
Education
University of Maryland Francis King Carey School of Law 1991 — 1995
JD, Law
Vassar College 1981 — 1985
BA, Economics
Fairfield Prep 1978 — 1981
Timothy Dwight
Harvest Financial Partners March 2008 - Present
Carnegie Wealth Management 2004 - 2008
Executive Financial Services April 2002 - January 2004
Wilmerding & Associates 2001 - 2002
The Vanguard Group May 1997 - December 2000
Bank of America 1986 - 1997
Education
University of Maryland Francis King Carey School of Law 1991 — 1995
JD, Law
Vassar College 1981 — 1985
BA, Economics
Fairfield Prep 1978 — 1981
Timothy Dwight
Tulio Albuquerque Tulio Albuquerque's The Vanguard Group Experience June 2000 - February 2008
Job Country Manager and Partner at HDI Group
Industry Financial Services
Experience
HDI Group October 2013 - Present
SIG 2007 - Present
The Vanguard Group June 2000 - February 2008
Skills
Agile Methodologies, SDLC, JSP, Business Analysis, Agile Project Management, Software Development, SOA, Requirements Analysis, Enterprise Architecture, Software Project..., Project Management, Trading, Scrum, Oracle, Databases, IT Strategy, Business Intelligence, Integration, IT Management, Microsoft SQL Server, Unix
Education
University of Pennsylvania - The Wharton School 2008 — 2011
EMTM, Management
University of Pennsylvania 2004 — 2007
Telecom Engineering, Technology
Ursinus College 1996 — 2000
HDI Group October 2013 - Present
SIG 2007 - Present
The Vanguard Group June 2000 - February 2008
Skills
Agile Methodologies, SDLC, JSP, Business Analysis, Agile Project Management, Software Development, SOA, Requirements Analysis, Enterprise Architecture, Software Project..., Project Management, Trading, Scrum, Oracle, Databases, IT Strategy, Business Intelligence, Integration, IT Management, Microsoft SQL Server, Unix
Education
University of Pennsylvania - The Wharton School 2008 — 2011
EMTM, Management
University of Pennsylvania 2004 — 2007
Telecom Engineering, Technology
Ursinus College 1996 — 2000
Kathy Hwang Kathy Hwang's The Vanguard Group Experience 2007 - July 2011
Job Director, iShares Global Markets & Investments Group at BlackRock
Industry Financial Services
Experience
BlackRock September 2013 - Present
The Vanguard Group 2007 - July 2011
Morgan Stanley 2003 - 2007
Zurich Financial Services 2001 - 2003
Priceline WebHouse Club, subsidiary of priceline.com 1999 - 2000
Sony Music Entertainment 1994 - 1997
Skills
Series 7, Product Management, Cross-functional Team..., Investments, Finance, Asset Management, Portfolio Management, Financial Services, Equities, ETFs, Financial Modeling, Leadership, Mutual Funds, Strategic Planning, Sales Strategy, Data-driven Decision..., Indexing
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA
The Honors College, SUNY at Stony Brook 1990 — 1993
BA, Economics
BlackRock September 2013 - Present
The Vanguard Group 2007 - July 2011
Morgan Stanley 2003 - 2007
Zurich Financial Services 2001 - 2003
Priceline WebHouse Club, subsidiary of priceline.com 1999 - 2000
Sony Music Entertainment 1994 - 1997
Skills
Series 7, Product Management, Cross-functional Team..., Investments, Finance, Asset Management, Portfolio Management, Financial Services, Equities, ETFs, Financial Modeling, Leadership, Mutual Funds, Strategic Planning, Sales Strategy, Data-driven Decision..., Indexing
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA
The Honors College, SUNY at Stony Brook 1990 — 1993
BA, Economics
Mensur Medic Mensur Medic's The Vanguard Group Experience June 2004 - April 2012
Job Data Architect at Premier, Inc
Industry Information Technology and Services
Experience
Premier, Inc February 2015 - Present
Premier, Inc July 2012 - February 2015
Pinpoint Systems Corporation April 2012 - July 2012
The Vanguard Group June 2004 - April 2012
Skills
Oracle, PL/SQL, SQL, Unix Shell Scripting, Databases, Microsoft SQL Server, Datastage, DB2, Java, Subversion, Access, Integration, Websphere, XML, Business Intelligence..., VB.NET, Visual Studio, PHP, HTML, Sed, PVCS, SQL Loader, MySQL, Oracle SQL Developer, C#, Git, Autosys, Control-M, Unica Campaign, Unica, SQL Se, ETL, Shell Scripting, DataStage
Education
University of North Carolina at Charlotte 2006 — 2009
MS, Computer Science
Virginia Polytechnic Institute and State University 2002 — 2004
BS, Computer Science
Premier, Inc February 2015 - Present
Premier, Inc July 2012 - February 2015
Pinpoint Systems Corporation April 2012 - July 2012
The Vanguard Group June 2004 - April 2012
Skills
Oracle, PL/SQL, SQL, Unix Shell Scripting, Databases, Microsoft SQL Server, Datastage, DB2, Java, Subversion, Access, Integration, Websphere, XML, Business Intelligence..., VB.NET, Visual Studio, PHP, HTML, Sed, PVCS, SQL Loader, MySQL, Oracle SQL Developer, C#, Git, Autosys, Control-M, Unica Campaign, Unica, SQL Se, ETL, Shell Scripting, DataStage
Education
University of North Carolina at Charlotte 2006 — 2009
MS, Computer Science
Virginia Polytechnic Institute and State University 2002 — 2004
BS, Computer Science
Aarti Bansal's The Vanguard Group Experience May 2008 - August 2008
Job Digital Marketing Manager & MBA Candidate
Industry Marketing and Advertising
Experience
Clements Worldwide March 2013 - Present
Sabre Holdings June 2011 - February 2013
Visual Communications Inc. October 2010 - January 2011
U.S. Census Bureau -- Census Coverage Management April 2010 - August 2010
Johnson & Johnson, Centocor Inc. June 2009 - December 2009
the polling company January 2009 - May 2009
The Vanguard Group May 2008 - August 2008
Diversity Best Practices January 2008 - February 2008
Aflac September 2007 - December 2007
Skills
SEO, Online Traffic, PPC, Google Analytics, Google Adwords, Web Content Creation, Web Content Optimization, Digital Marketing, Keyword Research, Digital Strategy, Online Marketing, Project Management, Online Lead Generation, Advertising, Affiliate Marketing, Event Planning, Microsoft Office, Marketing Strategy, Risk Management, Public Speaking, Salesforce.com, Strategy, Trade Shows, Analysis Reports, Identifying Trends, Optimization Strategies, Marketing Research, Online Production, DART for Advertisers, Web Analytics, Field Operations, Google Webmaster Tools, Market Research, Online Advertising, Online Sales Management, Content Strategy, Content Marketing, Social Media Marketing, Global E-commerce, Integrated Marketing
Education
University of Maryland College Park 2014 — 2017
Master of Business Administration (M.B.A.), Marketing
University of Maryland - Robert H. Smith School of Business 2005 — 2009
Business Administration, Marketing
Clements Worldwide March 2013 - Present
Sabre Holdings June 2011 - February 2013
Visual Communications Inc. October 2010 - January 2011
U.S. Census Bureau -- Census Coverage Management April 2010 - August 2010
Johnson & Johnson, Centocor Inc. June 2009 - December 2009
the polling company January 2009 - May 2009
The Vanguard Group May 2008 - August 2008
Diversity Best Practices January 2008 - February 2008
Aflac September 2007 - December 2007
Skills
SEO, Online Traffic, PPC, Google Analytics, Google Adwords, Web Content Creation, Web Content Optimization, Digital Marketing, Keyword Research, Digital Strategy, Online Marketing, Project Management, Online Lead Generation, Advertising, Affiliate Marketing, Event Planning, Microsoft Office, Marketing Strategy, Risk Management, Public Speaking, Salesforce.com, Strategy, Trade Shows, Analysis Reports, Identifying Trends, Optimization Strategies, Marketing Research, Online Production, DART for Advertisers, Web Analytics, Field Operations, Google Webmaster Tools, Market Research, Online Advertising, Online Sales Management, Content Strategy, Content Marketing, Social Media Marketing, Global E-commerce, Integrated Marketing
Education
University of Maryland College Park 2014 — 2017
Master of Business Administration (M.B.A.), Marketing
University of Maryland - Robert H. Smith School of Business 2005 — 2009
Business Administration, Marketing
Divyang Mago Divyang Mago's The Vanguard Group Experience June 2010 - September 2012
Job Software Engineer/Senior Analyst at Accenture
Industry Computer Software
Experience
Accenture September 2013 - Present
NextDocs August 2012 - September 2013
The Vanguard Group June 2010 - September 2012
NASA May 2008 - June 2010
U.S. Department of Energy June 2007 - August 2007
Skills
C#, Java, Microsoft SQL Server, JavaScript, Agile Methodologies, .NET, SharePoint, Software Engineering, Databases, jQuery, Microsoft Office, Ant, Scrum, PL/SQL, Oracle, Database Design, Spring, Hibernate, Oracle Applications, ASP.NET, Windows Store App, Programming, Unix Shell Scripting, SQL, Object Oriented Design, TFS, Visual Studio, Powershell, LINQ, WebTrends Analytics, Stored Procedures, SDLC, JBoss Application Server
Education
University of Pennsylvania 2009 — 2011
Master of Science (M.S.), Systems Engineering
University of Maryland College Park 2005 — 2009
Bachelor of Science (B.S.), Computer Engineering
Accenture September 2013 - Present
NextDocs August 2012 - September 2013
The Vanguard Group June 2010 - September 2012
NASA May 2008 - June 2010
U.S. Department of Energy June 2007 - August 2007
Skills
C#, Java, Microsoft SQL Server, JavaScript, Agile Methodologies, .NET, SharePoint, Software Engineering, Databases, jQuery, Microsoft Office, Ant, Scrum, PL/SQL, Oracle, Database Design, Spring, Hibernate, Oracle Applications, ASP.NET, Windows Store App, Programming, Unix Shell Scripting, SQL, Object Oriented Design, TFS, Visual Studio, Powershell, LINQ, WebTrends Analytics, Stored Procedures, SDLC, JBoss Application Server
Education
University of Pennsylvania 2009 — 2011
Master of Science (M.S.), Systems Engineering
University of Maryland College Park 2005 — 2009
Bachelor of Science (B.S.), Computer Engineering
Laura Hsiao Laura Hsiao's The Vanguard Group Experience 2006 - 2007
Job Senior Registered Associate at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management 2011 - Present
UBS Financial Services Inc. 2009 - 2011
SunTrust Robinson Humphrey 2007 - 2009
The Vanguard Group 2006 - 2007
Education
University of Pittsburgh 2002 — 2006
BSBA, Marketing
Morgan Stanley Private Wealth Management 2011 - Present
UBS Financial Services Inc. 2009 - 2011
SunTrust Robinson Humphrey 2007 - 2009
The Vanguard Group 2006 - 2007
Education
University of Pittsburgh 2002 — 2006
BSBA, Marketing
Samantha DeLany MBA's The Vanguard Group Experience July 2007 - Present
Job Client Relationship Administrator at Vanguard
Industry Financial Services
Experience
The Vanguard Group July 2007 - Present
Kinetix Fitness January 2003 - January 2005
Skills
Microsoft Excel, Lean Manufacturing, Root Cause Analysis, DMAIC, Process Analysis, Mutual Funds, Relationship Management, Financial Services, Business Relationship..., 401k, Pensions, Microsoft Office, Risk Management, Change Management, Portfolio Management
Education
University of Phoenix 2008 — 2010
MBA, Business
University of Phoenix 2003 — 2007
Bachelor degree, Business
West Chester University of Pennsylvania 1998 — 2002
Kinesiology
The Vanguard Group July 2007 - Present
Kinetix Fitness January 2003 - January 2005
Skills
Microsoft Excel, Lean Manufacturing, Root Cause Analysis, DMAIC, Process Analysis, Mutual Funds, Relationship Management, Financial Services, Business Relationship..., 401k, Pensions, Microsoft Office, Risk Management, Change Management, Portfolio Management
Education
University of Phoenix 2008 — 2010
MBA, Business
University of Phoenix 2003 — 2007
Bachelor degree, Business
West Chester University of Pennsylvania 1998 — 2002
Kinesiology
Bob Maksimchuk Bob Maksimchuk's The Vanguard Group Experience 1995 - 1998
Job Management Consultant, Enterprise Agile Coach, and Author Unleashing the potential of people, processes, & practices.
Industry Management Consulting
Experience
Project Pragmatics 2009 - Present
The John Maxwell Team 2012 - Present
__ 1998 - Present
Ivar Jacobson Consulting 2007 - 2009
Unisys 2005 - 2007
IBM / Rational 1998 - 2005
The Vanguard Group 1995 - 1998
General Electric / Lockheed Martin 1980 - 1995
Leeds and Northrup 1978 - 1980
GE 1977 - 1978
Skills
Agile Methodologies, Scrum, Process Improvement, Agile Project Management, Coaching, Project Management, Product Management, Software Development, Strategy, Program Management, Leadership, Consulting, RUP, UML, Business Analysis, Integration, Management, OOAD, Business Development, Professional Services, RUP Methodologies, Change Management, Management Consulting, Training, Agile Modeling, Requirements Gathering, Software Engineering, Modeling, Requirements Analysis, Quality Assurance, Solution Architecture, Waterfall, Requirements Management, SDLC, Mentoring, Architecture, Enterprise Architecture, Analysis, Iterative Methodologies, Business Process, Agile, Communication, Systems, Software Design, Strategic Partnerships, IT Strategy, Database Design, Software Project..., Project Portfolio..., Product Marketing
Education
Education and Certifications
University of Pittsburgh
BSEE, Electrical Engineering
Villanova University
Computer Science
Project Pragmatics 2009 - Present
The John Maxwell Team 2012 - Present
__ 1998 - Present
Ivar Jacobson Consulting 2007 - 2009
Unisys 2005 - 2007
IBM / Rational 1998 - 2005
The Vanguard Group 1995 - 1998
General Electric / Lockheed Martin 1980 - 1995
Leeds and Northrup 1978 - 1980
GE 1977 - 1978
Skills
Agile Methodologies, Scrum, Process Improvement, Agile Project Management, Coaching, Project Management, Product Management, Software Development, Strategy, Program Management, Leadership, Consulting, RUP, UML, Business Analysis, Integration, Management, OOAD, Business Development, Professional Services, RUP Methodologies, Change Management, Management Consulting, Training, Agile Modeling, Requirements Gathering, Software Engineering, Modeling, Requirements Analysis, Quality Assurance, Solution Architecture, Waterfall, Requirements Management, SDLC, Mentoring, Architecture, Enterprise Architecture, Analysis, Iterative Methodologies, Business Process, Agile, Communication, Systems, Software Design, Strategic Partnerships, IT Strategy, Database Design, Software Project..., Project Portfolio..., Product Marketing
Education
Education and Certifications
University of Pittsburgh
BSEE, Electrical Engineering
Villanova University
Computer Science
Matthew Kogan, CFP®, CAIA, JD Matthew Kogan, CFP®, CAIA, JD's The Vanguard Group Experience March 2001 - June 2006
Job Executive Vice President and Portfolio Manager at FMA Advisory Inc.
Industry Investment Management
Experience
FMA Advisory Inc. June 2015 - Present
Bryn Mawr Capital Management July 2006 - June 2015
The Vanguard Group March 2001 - June 2006
Pepper Hamilton LLP September 1999 - March 2001
Skills
Investment Management, Portfolio Management, Retirement Planning, Retirement Plans, Equities, Bonds, ETFs, Options, FX trading, International Capital..., Asset Allocation, Liquid Alternatives, Mutual Funds, Alternative Investments, Hedge Funds, Equity Swaps, Investor Relations, Strategic Planning, Emerging Markets, Cyber-security, Prime Brokerage, Fund Administration, Institutional..., Regulatory Compliance, Corporate Law
Education
University of Pennsylvania - The Wharton School 2007 — 2008
Finance & Accounting Program, WPWP
Villanova University School of Law 1996 — 1999
J.D.
University of Pennsylvania 1992 — 1996
B.A.
Certified Financial Planner (CFP®)
Chartered Alternative Investment Analyst (CAIA)
FMA Advisory Inc. June 2015 - Present
Bryn Mawr Capital Management July 2006 - June 2015
The Vanguard Group March 2001 - June 2006
Pepper Hamilton LLP September 1999 - March 2001
Skills
Investment Management, Portfolio Management, Retirement Planning, Retirement Plans, Equities, Bonds, ETFs, Options, FX trading, International Capital..., Asset Allocation, Liquid Alternatives, Mutual Funds, Alternative Investments, Hedge Funds, Equity Swaps, Investor Relations, Strategic Planning, Emerging Markets, Cyber-security, Prime Brokerage, Fund Administration, Institutional..., Regulatory Compliance, Corporate Law
Education
University of Pennsylvania - The Wharton School 2007 — 2008
Finance & Accounting Program, WPWP
Villanova University School of Law 1996 — 1999
J.D.
University of Pennsylvania 1992 — 1996
B.A.
Certified Financial Planner (CFP®)
Chartered Alternative Investment Analyst (CAIA)
Tom Teneza Tom Teneza's The Vanguard Group Experience September 1995 - Present
Job Relationship Executive at The Vanguard Group
Industry Investment Management
Experience
The Vanguard Group September 1995 - Present
Skills
Series 63, Mutual Funds, Series 6, 401k, FINRA, Asset Allocation, Retirement, Investment Strategies, Investment Management, Relationship Management, Financial Services, Leadership, Asset Management, Investments, Portfolio Management
Education
University of Pennsylvania 2004 — 2014
Master of Science (MS), Organizational Dynamics
West Chester University of Pennsylvania 1989 — 1991
BA, Liberal Arts
Valley Forge Military College 1987 — 1989
AA, Liberal Arts
The Vanguard Group September 1995 - Present
Skills
Series 63, Mutual Funds, Series 6, 401k, FINRA, Asset Allocation, Retirement, Investment Strategies, Investment Management, Relationship Management, Financial Services, Leadership, Asset Management, Investments, Portfolio Management
Education
University of Pennsylvania 2004 — 2014
Master of Science (MS), Organizational Dynamics
West Chester University of Pennsylvania 1989 — 1991
BA, Liberal Arts
Valley Forge Military College 1987 — 1989
AA, Liberal Arts
Michele Claybrook-Lucas, SPHR Michele Claybrook-Lucas, SPHR's The Vanguard Group Experience March 1996 - January 2003
Job Director, Training & Workforce Development
Industry Higher Education
Experience
Community College of Philadelphia January 2006 - Present
University of Phoenix 2005 - Present
The Vanguard Group March 1996 - January 2003
The Prudential October 1983 - March 1996
Skills
Leadership Development, Public Speaking, Organizational..., Staff Development, Strategic Planning, Non-profits, Higher Education, Career Development, Performance Management, Team Building, Instructional Design, Research, Career Counseling, Change Management, Program Development, Employee Relations, Resume Writing, Adult Education, Event Planning, Training, Analysis, Employee Benefits, Human Resources, Leadership, Management, Nonprofits, Program Management, Strategy
Education
University of Pennsylvania 1997 — 2001
Master of Science, Organizational Dynamics
University of Pennsylvania 1978 — 1982
BA, Economics
Philadelphia High School for Girls 1974 — 1978
Diploma, College Prep
Community College of Philadelphia January 2006 - Present
University of Phoenix 2005 - Present
The Vanguard Group March 1996 - January 2003
The Prudential October 1983 - March 1996
Skills
Leadership Development, Public Speaking, Organizational..., Staff Development, Strategic Planning, Non-profits, Higher Education, Career Development, Performance Management, Team Building, Instructional Design, Research, Career Counseling, Change Management, Program Development, Employee Relations, Resume Writing, Adult Education, Event Planning, Training, Analysis, Employee Benefits, Human Resources, Leadership, Management, Nonprofits, Program Management, Strategy
Education
University of Pennsylvania 1997 — 2001
Master of Science, Organizational Dynamics
University of Pennsylvania 1978 — 1982
BA, Economics
Philadelphia High School for Girls 1974 — 1978
Diploma, College Prep
Chris Dietz Chris Dietz's The Vanguard Group Experience November 2007 - May 2009
Job MetLife Director EI&A Planning & Effectiveness
Industry Insurance
Experience
MetLife May 2015 - Present
MetLife November 2013 - May 2015
Ally Financial Inc. April 2013 - November 2013
Bank of America August 2011 - April 2013
Wachovia, A Wells Fargo Company January 2011 - August 2011
The Vanguard Group November 2007 - May 2009
Skills
Financial Analysis, Financial Reporting, Internal Audit, Risk Management, Accounting, Capital Markets, Excel, Counterparty Credit, Series 6, Series 63
Education
Queens University of Charlotte
Master of Business Administration (MBA)
University of North Carolina at Charlotte - Belk College of Business 2009 — 2010
MAcc, Accounting
University of North Carolina at Charlotte 2003 — 2005
BA, Communications
MetLife May 2015 - Present
MetLife November 2013 - May 2015
Ally Financial Inc. April 2013 - November 2013
Bank of America August 2011 - April 2013
Wachovia, A Wells Fargo Company January 2011 - August 2011
The Vanguard Group November 2007 - May 2009
Skills
Financial Analysis, Financial Reporting, Internal Audit, Risk Management, Accounting, Capital Markets, Excel, Counterparty Credit, Series 6, Series 63
Education
Queens University of Charlotte
Master of Business Administration (MBA)
University of North Carolina at Charlotte - Belk College of Business 2009 — 2010
MAcc, Accounting
University of North Carolina at Charlotte 2003 — 2005
BA, Communications
Tina Artigliere Tina Artigliere's The Vanguard Group Experience January 1999 - September 2004
Job Environmental Technician at ARTI Home Inspections LLC
Industry Consumer Services
Experience
Stout Associates Inc March 2004 - Present
ARTI Home Inspections LLC July 2003 - Present
Diversified Investors Group (DIG) September 1999 - Present
ARTI Properties October 1997 - Present
Tina the Pet Nanny February 2010 - March 2011
The Vanguard Group January 1999 - September 2004
Skills
Real Estate Investment, Real Estate Development, Real Estate Financing, Rehabbing, SEO, Online Marketing, Radon, Water Quality, Web Design
Education
University of Maryland College Park 1993 — 1996
Bachelor, Economics
Stout Associates Inc March 2004 - Present
ARTI Home Inspections LLC July 2003 - Present
Diversified Investors Group (DIG) September 1999 - Present
ARTI Properties October 1997 - Present
Tina the Pet Nanny February 2010 - March 2011
The Vanguard Group January 1999 - September 2004
Skills
Real Estate Investment, Real Estate Development, Real Estate Financing, Rehabbing, SEO, Online Marketing, Radon, Water Quality, Web Design
Education
University of Maryland College Park 1993 — 1996
Bachelor, Economics
Angela Bellamy, CFP®, ChFC® Angela Bellamy, CFP®, ChFC®'s The Vanguard Group Experience June 2005 - August 2012
Job Retirement Financial Planner at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2012 - Present
The Vanguard Group June 2005 - August 2012
Webtax January 2010 - April 2011
Metro One Telecommunications August 2001 - June 2005
Compass Group SA January 2005 - May 2005
US Army July 1998 - July 2001
Skills
Strategic Financial..., Leadership, Investments, Financial Planners, Retirement Planning, Series 63, Wealth Management, Retirement, Series 7
Education
University of North Carolina at Charlotte 2006 — 2007
Certified Financial Planning Program
University of North Carolina at Charlotte 2001 — 2005
Bachelor of Science in Business Administration, Major: Finance, Minor: Economics
TIAA-CREF August 2012 - Present
The Vanguard Group June 2005 - August 2012
Webtax January 2010 - April 2011
Metro One Telecommunications August 2001 - June 2005
Compass Group SA January 2005 - May 2005
US Army July 1998 - July 2001
Skills
Strategic Financial..., Leadership, Investments, Financial Planners, Retirement Planning, Series 63, Wealth Management, Retirement, Series 7
Education
University of North Carolina at Charlotte 2006 — 2007
Certified Financial Planning Program
University of North Carolina at Charlotte 2001 — 2005
Bachelor of Science in Business Administration, Major: Finance, Minor: Economics
JJ Zavala JJ Zavala's The Vanguard Group Experience March 2008 - May 2009
Job President at A to Z Business Solutions
Industry Financial Services
Experience
A to Z Business Solutions April 2011 - Present
J&J Enterprise July 2004 - Present
EVO Merchant Services July 2009 - August 2011
1st Metropolitan Mortgage July 2006 - August 2009
The Vanguard Group March 2008 - May 2009
Kay Jewelers May 2003 - December 2005
Skills
Negotiation, Sales, Sales Management, Leadership, Portfolio Management, Mortgage Lending, Retirement Planning, Series 63, Small Business, Account Management, Credit, Underwriting, New Business Development, Customer Satisfaction, Banking, Customer Service, Retirement, Loans, Investments, Team Building, Insurance, Finance, Relationship Management, Selling, Entrepreneurship, Direct Sales, Customer Retention
Education
University of North Carolina at Charlotte 2002 — 2003
Business, Business/Marketing
Central Cabarrus High School 1999 — 2002
High School
A to Z Business Solutions April 2011 - Present
J&J Enterprise July 2004 - Present
EVO Merchant Services July 2009 - August 2011
1st Metropolitan Mortgage July 2006 - August 2009
The Vanguard Group March 2008 - May 2009
Kay Jewelers May 2003 - December 2005
Skills
Negotiation, Sales, Sales Management, Leadership, Portfolio Management, Mortgage Lending, Retirement Planning, Series 63, Small Business, Account Management, Credit, Underwriting, New Business Development, Customer Satisfaction, Banking, Customer Service, Retirement, Loans, Investments, Team Building, Insurance, Finance, Relationship Management, Selling, Entrepreneurship, Direct Sales, Customer Retention
Education
University of North Carolina at Charlotte 2002 — 2003
Business, Business/Marketing
Central Cabarrus High School 1999 — 2002
High School
Gregory Davis Gregory Davis's The Vanguard Group Experience November 2007 - February 2013
Job Principal, Global Head of Fixed Income
Industry Investment Management
Experience
Vanguard March 2014 - Present
Vanguard February 2013 - March 2014
The Vanguard Group November 2007 - February 2013
Vanguard November 1999 - November 2007
Merrill Lynch September 1998 - August 1999
Citicorp 1997 - 1997
State Farm Insurance February 1993 - June 1996
Skills
Mutual Funds, Series 7, Fixed Income, Investments, Series 63, Portfolio Management, Asset Managment, Equities, Asset Allocation, Securities, Investment Management, Financial Modeling, Bonds, Financial Markets, Financial Services, Trading, Asset Management
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance
Penn State University 1988 — 1992
B.S., Insurance
Vanguard March 2014 - Present
Vanguard February 2013 - March 2014
The Vanguard Group November 2007 - February 2013
Vanguard November 1999 - November 2007
Merrill Lynch September 1998 - August 1999
Citicorp 1997 - 1997
State Farm Insurance February 1993 - June 1996
Skills
Mutual Funds, Series 7, Fixed Income, Investments, Series 63, Portfolio Management, Asset Managment, Equities, Asset Allocation, Securities, Investment Management, Financial Modeling, Bonds, Financial Markets, Financial Services, Trading, Asset Management
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance
Penn State University 1988 — 1992
B.S., Insurance
Justin T. Brezina Justin T. Brezina's The Vanguard Group Experience April 1996 - 2004
Job Director of Operations
Industry Real Estate
Experience
Value Trend Solutions July 2015 - Present
American Funds Service Company September 2006 - June 2015
The Capital Group Companies September 2006 - July 2011
The Vangaurd Group 2004 - August 2006
The Vanguard Group April 1996 - 2004
Skills
Series 63, Series 7, Investments, Mutual Funds, Process Improvement, Financial Modeling, Relationship Management, Financial Analysis, Strategic Financial..., Vendor Management, Financial Services, Business Process..., Business Strategy, IRAs, Strategic Planning, Data Analysis, Coaching
Education
University of Phoenix 1999 — 2001
MBA, Finance
University of Northern Colorado 1991 — 1995
Bachelor of Science (BS), Kinesiology and Exercise Science
Value Trend Solutions July 2015 - Present
American Funds Service Company September 2006 - June 2015
The Capital Group Companies September 2006 - July 2011
The Vangaurd Group 2004 - August 2006
The Vanguard Group April 1996 - 2004
Skills
Series 63, Series 7, Investments, Mutual Funds, Process Improvement, Financial Modeling, Relationship Management, Financial Analysis, Strategic Financial..., Vendor Management, Financial Services, Business Process..., Business Strategy, IRAs, Strategic Planning, Data Analysis, Coaching
Education
University of Phoenix 1999 — 2001
MBA, Finance
University of Northern Colorado 1991 — 1995
Bachelor of Science (BS), Kinesiology and Exercise Science
Navin Sharma Navin Sharma's The Vanguard Group Experience 1994 - 1997
Job Risk Management at BlackRock
Industry Financial Services
Experience
BlackRock June 2013 - Present
Western Asset Management March 2010 - May 2013
OppenheimerFunds 2002 - March 2010
Fannie Mae 1997 - 2000
The Vanguard Group 1994 - 1997
SPEAKER and PUBLICATIONS 1996 - 1996
AFFILIATIONS and LEADERSHIP 1995 - 1995
Skills
Portfolio Management, Risk Management, Financial Modeling, Financial Risk, Credit Risk, Market Risk, Valuation, Trading, Investments, Credit Derivatives, Enterprise Risk..., Bonds, Hedge Funds, Asset Management, Statistical Modeling, Equities, Hedging, Fixed Income, Financial Services, Quantitative Analytics, Credit, Mutual Funds, Management Consulting, Derivatives, Operational Risk, Finance, Securities, Bloomberg, Capital Markets, Swaps, Operational Risk...
Education
University of Pennsylvania
Master's degree, Computer Science
Temple University
B.A., Psychology
BlackRock June 2013 - Present
Western Asset Management March 2010 - May 2013
OppenheimerFunds 2002 - March 2010
Fannie Mae 1997 - 2000
The Vanguard Group 1994 - 1997
SPEAKER and PUBLICATIONS 1996 - 1996
AFFILIATIONS and LEADERSHIP 1995 - 1995
Skills
Portfolio Management, Risk Management, Financial Modeling, Financial Risk, Credit Risk, Market Risk, Valuation, Trading, Investments, Credit Derivatives, Enterprise Risk..., Bonds, Hedge Funds, Asset Management, Statistical Modeling, Equities, Hedging, Fixed Income, Financial Services, Quantitative Analytics, Credit, Mutual Funds, Management Consulting, Derivatives, Operational Risk, Finance, Securities, Bloomberg, Capital Markets, Swaps, Operational Risk...
Education
University of Pennsylvania
Master's degree, Computer Science
Temple University
B.A., Psychology
Patti (Burns) Swanson Patti (Burns) Swanson's The Vanguard Group Experience November 2005 - Present
Job Business Technology Admin at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group November 2005 - Present
The Vanguard Group April 1999 - November 2005
The Vanguard Group September 1997 - April 1999
The Vanguard Group September 1996 - September 1997
The Vanguard Group June 1992 - September 1996
The Vanguard Group January 1990 - June 1992
Skills
Mutual Funds, Project Management, Management, Relationship Management, MS Project, Finance
Education
University of Phoenix 2001 — 2003
Business Administration
Archbishop Kennedy
The Vanguard Group November 2005 - Present
The Vanguard Group April 1999 - November 2005
The Vanguard Group September 1997 - April 1999
The Vanguard Group September 1996 - September 1997
The Vanguard Group June 1992 - September 1996
The Vanguard Group January 1990 - June 1992
Skills
Mutual Funds, Project Management, Management, Relationship Management, MS Project, Finance
Education
University of Phoenix 2001 — 2003
Business Administration
Archbishop Kennedy
Jackie Pelegrin, MBA, MS IDT Jackie Pelegrin, MBA, MS IDT's The Vanguard Group Experience November 2005 - July 2007
Job Instructional Designer Curriculum at Grand Canyon University
Industry Higher Education
Experience
Grand Canyon University April 2014 - Present
PetSmart October 2013 - April 2014
Demand Media Studios March 2013 - March 2014
Elance February 2013 - March 2014
Laureate International Universities February 2011 - January 2013
Laureate International Universities January 2008 - February 2011
The Vanguard Group November 2005 - July 2007
University of Phoenix April 2004 - November 2005
Discover Financial Services October 1998 - April 2004
Skills
Instructor-led Training, Adult Education, Instructional Design, Instructional Technology, ADDIE, WordPress, E-Learning, Training, Admissions, Enrollment Management, Blended Learning, Needs Analysis, SnagIt, Staff Development, Leadership, Curriculum Design, Curriculum Development, Academia, Adobe eLearning Suite, Adobe Creative Suite, Online Training, Microsoft Office, Mac OS X, ADDIE Model, Adult Learning Theories, Microsoft Windows 8, Social Media Marketing, Internet Explorer, Apple Safari, Google Chrome, Apple iWork, Camtasia Software, Blogger, Weebly, Student Affairs, Educational Technology, Captivate, Distance Learning, Employee Training, Career Counseling, Team Building, Resume Writing, Leadership Development, Career Development, Research, Articulate Storyline, Facebook Marketing, Facebook Fan Page..., Twitter Marketing, Website Development
Education
Walden University 2009 — 2013
Master of Science, Instructional Design and Technology, 4.0 GPA
University of Phoenix 2005 — 2008
Master of Business Administration, Business Administration, 3.2 GPA
University of Phoenix 2002 — 2004
Bachelor of Science in Business, Marketing, 3.7 GPA
Grand Canyon University April 2014 - Present
PetSmart October 2013 - April 2014
Demand Media Studios March 2013 - March 2014
Elance February 2013 - March 2014
Laureate International Universities February 2011 - January 2013
Laureate International Universities January 2008 - February 2011
The Vanguard Group November 2005 - July 2007
University of Phoenix April 2004 - November 2005
Discover Financial Services October 1998 - April 2004
Skills
Instructor-led Training, Adult Education, Instructional Design, Instructional Technology, ADDIE, WordPress, E-Learning, Training, Admissions, Enrollment Management, Blended Learning, Needs Analysis, SnagIt, Staff Development, Leadership, Curriculum Design, Curriculum Development, Academia, Adobe eLearning Suite, Adobe Creative Suite, Online Training, Microsoft Office, Mac OS X, ADDIE Model, Adult Learning Theories, Microsoft Windows 8, Social Media Marketing, Internet Explorer, Apple Safari, Google Chrome, Apple iWork, Camtasia Software, Blogger, Weebly, Student Affairs, Educational Technology, Captivate, Distance Learning, Employee Training, Career Counseling, Team Building, Resume Writing, Leadership Development, Career Development, Research, Articulate Storyline, Facebook Marketing, Facebook Fan Page..., Twitter Marketing, Website Development
Education
Walden University 2009 — 2013
Master of Science, Instructional Design and Technology, 4.0 GPA
University of Phoenix 2005 — 2008
Master of Business Administration, Business Administration, 3.2 GPA
University of Phoenix 2002 — 2004
Bachelor of Science in Business, Marketing, 3.7 GPA
Stephanie Everson, PHR, CIR's The Vanguard Group Experience May 2008 - October 2008
Job Senior Talent Acquisition Consultant
Industry Hospital & Health Care
Experience
Dignity Health 2015 - Present
LifeStream Complete Senior Living Formerly Baptist Village Youngtown June 2011 - October 2014
Baptist Village Youngtown February 2009 - July 2011
The Vanguard Group May 2008 - October 2008
Cutter Aviation April 2006 - April 2008
Mesa Airlines February 2004 - March 2006
Sun Health November 2000 - January 2004
Skills
Employee Relations, Staffing Services, Talent Management, Union, Talent Acquisition, Staff Retention, Applicant Tracking..., Recruiting, Interviews, Performance Management, Organizational..., Personnel Management, Human Resources, Succession Planning, Career Development, Hiring, Temporary Placement, Onboarding, College Recruiting
Education
University of Phoenix 2005 — 2008
HR MGMT, HUMAN RESOURCE MANAGEMENT
Tolleson Union High School
General Studies HS DIploma
Dignity Health 2015 - Present
LifeStream Complete Senior Living Formerly Baptist Village Youngtown June 2011 - October 2014
Baptist Village Youngtown February 2009 - July 2011
The Vanguard Group May 2008 - October 2008
Cutter Aviation April 2006 - April 2008
Mesa Airlines February 2004 - March 2006
Sun Health November 2000 - January 2004
Skills
Employee Relations, Staffing Services, Talent Management, Union, Talent Acquisition, Staff Retention, Applicant Tracking..., Recruiting, Interviews, Performance Management, Organizational..., Personnel Management, Human Resources, Succession Planning, Career Development, Hiring, Temporary Placement, Onboarding, College Recruiting
Education
University of Phoenix 2005 — 2008
HR MGMT, HUMAN RESOURCE MANAGEMENT
Tolleson Union High School
General Studies HS DIploma
Deb Denis's The Vanguard Group Experience October 2006 - September 2007
Job Executive Coach
Industry Management Consulting
Experience
Deb Denis Consulting September 2007 - Present
The Wharton School 2011 - Present
Coaches Without Borders 2010 - Present
Marion Grace Publishing 2012 - Present
Villanova University January 2011 - Present
IMPACT Group 2008 - Present
The Athena Project 2009 - 2012
University of Pennsylvania 2008 - 2010
The Vanguard Group October 2006 - September 2007
Vanguard May 2004 - August 2006
Skills
Leadership Development, Executive Coaching, Organizational..., Change Management, Workshop Facilitation, Instructional Design, Project Management, Training, Human Resources, Relationship Management, Project Planning, Mindfulness, Positive Psychology, Coaching, Career Development, Organizational..., Leadership, Public Speaking, Management Consulting, Strategic Planning, Recruiting, Program Management, Process Improvement, Strategy, Career Counseling, Management, Emotional Intelligence, Staff Development, Team Management, Interviews, Performance Management, Consulting, Time Management, Policy, Employee Engagement, Personal Development, Talent Management, MBTI, Organizational Design, Executive Development, Resume Writing, Conflict Resolution, Employee Training, 360 Feedback, Career Management, Employee Benefits, Training Delivery, Management Development, Succession Planning, Culture Change
Education
University of Pennsylvania 2006 — 2008
Master of Science, Organizational Dynamics
Villanova University 2000 — 2005
Bachelor of Arts (B.A.), Interdisciplinary Studies - Communication
International Coach Academy 2008 — 2010
Certified Professional Coach (CPC), Executive Coaching
Deb Denis Consulting September 2007 - Present
The Wharton School 2011 - Present
Coaches Without Borders 2010 - Present
Marion Grace Publishing 2012 - Present
Villanova University January 2011 - Present
IMPACT Group 2008 - Present
The Athena Project 2009 - 2012
University of Pennsylvania 2008 - 2010
The Vanguard Group October 2006 - September 2007
Vanguard May 2004 - August 2006
Skills
Leadership Development, Executive Coaching, Organizational..., Change Management, Workshop Facilitation, Instructional Design, Project Management, Training, Human Resources, Relationship Management, Project Planning, Mindfulness, Positive Psychology, Coaching, Career Development, Organizational..., Leadership, Public Speaking, Management Consulting, Strategic Planning, Recruiting, Program Management, Process Improvement, Strategy, Career Counseling, Management, Emotional Intelligence, Staff Development, Team Management, Interviews, Performance Management, Consulting, Time Management, Policy, Employee Engagement, Personal Development, Talent Management, MBTI, Organizational Design, Executive Development, Resume Writing, Conflict Resolution, Employee Training, 360 Feedback, Career Management, Employee Benefits, Training Delivery, Management Development, Succession Planning, Culture Change
Education
University of Pennsylvania 2006 — 2008
Master of Science, Organizational Dynamics
Villanova University 2000 — 2005
Bachelor of Arts (B.A.), Interdisciplinary Studies - Communication
International Coach Academy 2008 — 2010
Certified Professional Coach (CPC), Executive Coaching
J. Scott Downing's The Vanguard Group Experience October 2006 - June 2008
Job Wealth Advisor at Family Financial Partners
Industry Financial Services
Experience
Family Financial Partners December 2011 - Present
BigTrends June 2008 - December 2011
Commerce Lexington August 2010 - June 2011
The Vanguard Group October 2006 - June 2008
Skills
Public Speaking, Non-profits, Investments, Financial Analysis, Microsoft Office, Financial Planning, Financial Services, IRAs, Finance, FINRA, Nonprofits, Retirement, Securities, Leadership, Budgets, Customer Service, Strategic Planning, Trading
Education
University of Kentucky 2001 — 2005
BS, Business Administration
Mason Co HS 1997 — 2001
Family Financial Partners December 2011 - Present
BigTrends June 2008 - December 2011
Commerce Lexington August 2010 - June 2011
The Vanguard Group October 2006 - June 2008
Skills
Public Speaking, Non-profits, Investments, Financial Analysis, Microsoft Office, Financial Planning, Financial Services, IRAs, Finance, FINRA, Nonprofits, Retirement, Securities, Leadership, Budgets, Customer Service, Strategic Planning, Trading
Education
University of Kentucky 2001 — 2005
BS, Business Administration
Mason Co HS 1997 — 2001
Karen Genco's The Vanguard Group Experience October 1999 - February 2006
Job Staffing Manager at Accounting Principals
Industry Staffing and Recruiting
Experience
Accounting Principals May 2006 - Present
The Vanguard Group October 1999 - February 2006
Skills
Human Resources, PeopleSoft, Talent Acquisition, Onboarding, Recruiting, College Recruiting, Employee Relations, Applicant Tracking..., Temporary Staffing, Permanent Staffing, Multi-state Payroll..., Leadership Development, Internet Recruiting, Training, Leadership, Recruitment Advertising, Contract Recruitment, Screening Resumes, Sourcing, Payroll, New Hire Orientations, Cold Calling, HRIS, Staff Augmentation, HR Consulting, Resume Writing, Performance Management, Employee Training, Career Development, Hiring, Background Checks, Permanent Placement, Staffing Services, Interviews, Talent Management, Screening, Taleo, Temporary Placement
Education
University of Pittsburgh 1995 — 1999
Business Administration, Marketing
Marple Newtown High School 1991 — 1995
High School
Accounting Principals May 2006 - Present
The Vanguard Group October 1999 - February 2006
Skills
Human Resources, PeopleSoft, Talent Acquisition, Onboarding, Recruiting, College Recruiting, Employee Relations, Applicant Tracking..., Temporary Staffing, Permanent Staffing, Multi-state Payroll..., Leadership Development, Internet Recruiting, Training, Leadership, Recruitment Advertising, Contract Recruitment, Screening Resumes, Sourcing, Payroll, New Hire Orientations, Cold Calling, HRIS, Staff Augmentation, HR Consulting, Resume Writing, Performance Management, Employee Training, Career Development, Hiring, Background Checks, Permanent Placement, Staffing Services, Interviews, Talent Management, Screening, Taleo, Temporary Placement
Education
University of Pittsburgh 1995 — 1999
Business Administration, Marketing
Marple Newtown High School 1991 — 1995
High School
Manimala Khan (Das) Manimala Khan (Das)'s The Vanguard Group Experience May 2004 - November 2004
Job Sr. Business System Analyst at BMC Software
Industry Information Technology and Services
Experience
BMC Software March 2015 - Present
KBR March 2009 - March 2015
INVESCO October 2007 - February 2009
Bank of America June 2005 - October 2007
Weyerhaeuser December 2004 - June 2005
The Vanguard Group May 2004 - November 2004
Skills
Salesforce.com, Requirements Analysis, Quality Assurance, SDLC, Software Development, Business Analysis, Visio, Software Project..., User Acceptance Testing, Software Documentation, Vendor Management, Requirements Gathering, Agile Methodologies, SQL, SharePoint, Data Warehousing, MS Project, Process Improvement, Business Process..., Agile Modeling, Salesforce.com...
Education
University of North Carolina at Charlotte 2006 — 2007
Graduate Certification, Information Technology Management
University of North Carolina at Charlotte 2005 — 2007
MS, Information Technology
University of North Carolina at Charlotte 2002 — 2005
BS, Computer Science
BMC Software March 2015 - Present
KBR March 2009 - March 2015
INVESCO October 2007 - February 2009
Bank of America June 2005 - October 2007
Weyerhaeuser December 2004 - June 2005
The Vanguard Group May 2004 - November 2004
Skills
Salesforce.com, Requirements Analysis, Quality Assurance, SDLC, Software Development, Business Analysis, Visio, Software Project..., User Acceptance Testing, Software Documentation, Vendor Management, Requirements Gathering, Agile Methodologies, SQL, SharePoint, Data Warehousing, MS Project, Process Improvement, Business Process..., Agile Modeling, Salesforce.com...
Education
University of North Carolina at Charlotte 2006 — 2007
Graduate Certification, Information Technology Management
University of North Carolina at Charlotte 2005 — 2007
MS, Information Technology
University of North Carolina at Charlotte 2002 — 2005
BS, Computer Science
John Clement, CFP®, CIMA® John Clement, CFP®, CIMA®'s The Vanguard Group Experience August 2005 - August 2006
Job Senior Internal Investment Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2010 - Present
TIAA-CREF December 2007 - January 2010
TIAA-CREF August 2006 - December 2007
The Vanguard Group August 2005 - August 2006
Carolinas Eye Center November 2004 - July 2006
Vanguard January 2000 - August 2005
Northwestern Mutual July 1997 - December 1999
Skills
Asset Allocation, Series 7, Retirement, Wealth Management, Investments, Mutual Funds, Retirement Planning, Portfolio Management, Investment Strategies, Financial Advisory, Finance, Life Insurance, IRAs, High Net Worth..., Small Business
Education
University of North Carolina at Chapel Hill 1993 — 1997
Bachelor of Arts
TIAA-CREF January 2010 - Present
TIAA-CREF December 2007 - January 2010
TIAA-CREF August 2006 - December 2007
The Vanguard Group August 2005 - August 2006
Carolinas Eye Center November 2004 - July 2006
Vanguard January 2000 - August 2005
Northwestern Mutual July 1997 - December 1999
Skills
Asset Allocation, Series 7, Retirement, Wealth Management, Investments, Mutual Funds, Retirement Planning, Portfolio Management, Investment Strategies, Financial Advisory, Finance, Life Insurance, IRAs, High Net Worth..., Small Business
Education
University of North Carolina at Chapel Hill 1993 — 1997
Bachelor of Arts
Lucy Momjian, CFA Lucy Momjian, CFA's The Vanguard Group Experience March 2009 - Present
Job Senior Investment Analyst at The Vanguard Group
Industry Investment Management
Experience
The Vanguard Group March 2009 - Present
CFA Society of Philadelphia July 2003 - Present
The Vanguard Group August 2005 - March 2009
University of Pennsylvania July 2000 - August 2005
University of Pennsylvania July 1979 - July 2000
Skills
Asset Management, Portfolio Management, Client Service Oriented, Team Leadership, Corporate Finance, Writing, Strategic Financial..., Negotiation, Investments, Mutual Funds, Asset Allocation, Finance
Education
University of Pennsylvania 1996 — 1998
MS, Higher Education Administration
University of Pennsylvania - The Wharton School 1976 — 1979
BSE, Finance and Organizational Management, cum laude
The Vanguard Group March 2009 - Present
CFA Society of Philadelphia July 2003 - Present
The Vanguard Group August 2005 - March 2009
University of Pennsylvania July 2000 - August 2005
University of Pennsylvania July 1979 - July 2000
Skills
Asset Management, Portfolio Management, Client Service Oriented, Team Leadership, Corporate Finance, Writing, Strategic Financial..., Negotiation, Investments, Mutual Funds, Asset Allocation, Finance
Education
University of Pennsylvania 1996 — 1998
MS, Higher Education Administration
University of Pennsylvania - The Wharton School 1976 — 1979
BSE, Finance and Organizational Management, cum laude
Carmen Lennon Carmen Lennon's The Vanguard Group Experience September 1998 - February 2002
Job Manager, Global Internal Communications
Industry Public Relations and Communications
Experience
GlaxoSmithKline June 2010 - Present
GlaxoSmithKline June 2012 - December 2012
GlaxoSmithKline September 2005 - June 2010
GIRL SCOUTS OF SOUTH TEXAS March 2004 - September 2005
TEXAS SOUTHERN UNIVERSITY January 2003 - March 2004
GOLIN/HARRIS INTERNATIONAL March 2002 - December 2003
THE VANGUARD GROUP September 1998 - February 2002
Skills
Press Releases, Media Relations, Public Relations, Publicity, Networking, Press Kits, Corporate Communications, Internal Communications, Crisis Communications, Strategic Communications, Event Planning, Editing, Integrated Marketing, Social Media Marketing, Newsletters, Marketing, Nonprofits, Management, Strategy, Messaging, Social Networking, Marketing Communications, Copywriting, Social Media, Communications Planning, Leadership, Communication Training, Brand Management, Blogging, Event Management, Fundraising
Education
University of Houston 2002 — 2005
M.A, Communications
University of Pittsburgh 1995 — 1998
B.A, Political Science
GlaxoSmithKline June 2010 - Present
GlaxoSmithKline June 2012 - December 2012
GlaxoSmithKline September 2005 - June 2010
GIRL SCOUTS OF SOUTH TEXAS March 2004 - September 2005
TEXAS SOUTHERN UNIVERSITY January 2003 - March 2004
GOLIN/HARRIS INTERNATIONAL March 2002 - December 2003
THE VANGUARD GROUP September 1998 - February 2002
Skills
Press Releases, Media Relations, Public Relations, Publicity, Networking, Press Kits, Corporate Communications, Internal Communications, Crisis Communications, Strategic Communications, Event Planning, Editing, Integrated Marketing, Social Media Marketing, Newsletters, Marketing, Nonprofits, Management, Strategy, Messaging, Social Networking, Marketing Communications, Copywriting, Social Media, Communications Planning, Leadership, Communication Training, Brand Management, Blogging, Event Management, Fundraising
Education
University of Houston 2002 — 2005
M.A, Communications
University of Pittsburgh 1995 — 1998
B.A, Political Science
Crystal B. Duplessis Crystal B. Duplessis's The Vanguard Group Experience January 1999 - April 2001
Job Benefits Specialist Customer Services Representative at Aon Hewitt
Industry Financial Services
Experience
Aon Hewitt September 2013 - Present
Bank of America January 2012 - August 2012
Foundation Financial Group August 2010 - December 2011
TIAA-CREF December 2007 - August 2008
TIAA-CREF May 2001 - December 2007
The Vanguard Group January 1999 - April 2001
AXA/ Equitable March 1995 - January 1999
AXA/ Equitable November 1993 - March 1995
Education
University of Phoenix 2007 — 2009
MBA, Business Administration
University of Phoenix 2005 — 2007
BSB, Business Management
Aon Hewitt September 2013 - Present
Bank of America January 2012 - August 2012
Foundation Financial Group August 2010 - December 2011
TIAA-CREF December 2007 - August 2008
TIAA-CREF May 2001 - December 2007
The Vanguard Group January 1999 - April 2001
AXA/ Equitable March 1995 - January 1999
AXA/ Equitable November 1993 - March 1995
Education
University of Phoenix 2007 — 2009
MBA, Business Administration
University of Phoenix 2005 — 2007
BSB, Business Management
Ken Volpert Ken Volpert's The Vanguard Group Experience 1992 - Present
Job Principal at Vanguard
Industry Financial Services
Experience
Vanguard October 1992 - Present
The Vanguard Group 1992 - Present
VANGUARD ASSET MANAGEMENT, LTD. 1992 - 2015
Mellon Bank September 1986 - October 1992
LaSalle Bank 1981 - 1984
Skills
Investment Strategies, Management, Mutual Funds, Financial Analysis, Asset Management, Fixed Income, Asset Allocation, Portfolio Management, Investments, Bloomberg, Bonds, ETFs, Leadership, Equities, Financial Services, Investment Management, Alternative Investments, 401k, Wealth Management, Investment Advisory, Hedge Funds, Series 24, Series 7, Series 63, Finance, Asset Managment, Relationship Management, Securities, Team Management, Financial Modeling, Strategic Planning, Defined Benefit, Capital Markets, Strategy, Retirement, Retirement Planning, FINRA, Institutional..., Pensions
Education
University of Chicago 1982 — 1985
MBA
University of Illinois at Urbana-Champaign - College of Business 1977 — 1981
BS Finance
Vanguard October 1992 - Present
The Vanguard Group 1992 - Present
VANGUARD ASSET MANAGEMENT, LTD. 1992 - 2015
Mellon Bank September 1986 - October 1992
LaSalle Bank 1981 - 1984
Skills
Investment Strategies, Management, Mutual Funds, Financial Analysis, Asset Management, Fixed Income, Asset Allocation, Portfolio Management, Investments, Bloomberg, Bonds, ETFs, Leadership, Equities, Financial Services, Investment Management, Alternative Investments, 401k, Wealth Management, Investment Advisory, Hedge Funds, Series 24, Series 7, Series 63, Finance, Asset Managment, Relationship Management, Securities, Team Management, Financial Modeling, Strategic Planning, Defined Benefit, Capital Markets, Strategy, Retirement, Retirement Planning, FINRA, Institutional..., Pensions
Education
University of Chicago 1982 — 1985
MBA
University of Illinois at Urbana-Champaign - College of Business 1977 — 1981
BS Finance
Jana Madonna Jana Madonna's The Vanguard Group Experience October 2005 - April 2008
Job Process Automation Engineer at barclaycard
Industry Writing and Editing
Experience
Barclaycard September 2011 - Present
Barclaycard September 2011 - Present
Wells Fargo Advisors March 2011 - July 2011
Wells Fargo Advisors, LLC August 2009 - May 2011
Wachovia Securities June 2008 - March 2009
The Vanguard Group October 2005 - April 2008
Skills
Technical Writing, Process Improvement, Program Management, Software Documentation, Management, Project Management, Training, Project Planning, Risk Management, Business Process, Cross-functional Team..., Business Analysis, Team Building, Team Leadership, Change Management, Marketing, Microsoft Office, Requirements Analysis, SDLC, PowerPoint, Software Project..., Quality Assurance, SharePoint, PMP, Microsoft Word, Visio, Analysis, Agile Methodologies, Business Process..., Leadership, Integration, Process Engineering, MS Project
Education
University of Houston
BA, English
Barclaycard September 2011 - Present
Barclaycard September 2011 - Present
Wells Fargo Advisors March 2011 - July 2011
Wells Fargo Advisors, LLC August 2009 - May 2011
Wachovia Securities June 2008 - March 2009
The Vanguard Group October 2005 - April 2008
Skills
Technical Writing, Process Improvement, Program Management, Software Documentation, Management, Project Management, Training, Project Planning, Risk Management, Business Process, Cross-functional Team..., Business Analysis, Team Building, Team Leadership, Change Management, Marketing, Microsoft Office, Requirements Analysis, SDLC, PowerPoint, Software Project..., Quality Assurance, SharePoint, PMP, Microsoft Word, Visio, Analysis, Agile Methodologies, Business Process..., Leadership, Integration, Process Engineering, MS Project
Education
University of Houston
BA, English
Anthony Mohawk Anthony Mohawk's The Vanguard Group Experience February 1995 - April 2006
Job Vice President, Managing Director
Industry Financial Services
Experience
Fidelity Investments May 2006 - Present
The Vanguard Group February 1995 - April 2006
Skills
Investments, Management, Business Planning, Retirement Planning, 401k, Series 63, Mutual Funds, Retirement, Defined Benefit, Financial Services, Series 6, Defined Contribution, Asset Allocation, Relationship Management, Pensions, ERISA, Securities
Education
University of Phoenix 1999 — 2000
Master of Arts in Organizational Management
University of Saint Thomas 1989 — 1993
Bachelor of Arts (B.A.), Finance, General
Fidelity Investments May 2006 - Present
The Vanguard Group February 1995 - April 2006
Skills
Investments, Management, Business Planning, Retirement Planning, 401k, Series 63, Mutual Funds, Retirement, Defined Benefit, Financial Services, Series 6, Defined Contribution, Asset Allocation, Relationship Management, Pensions, ERISA, Securities
Education
University of Phoenix 1999 — 2000
Master of Arts in Organizational Management
University of Saint Thomas 1989 — 1993
Bachelor of Arts (B.A.), Finance, General
Robert Paradise's The Vanguard Group Experience March 1997 - February 1999
Job Global Program Manager Actively Seeking New Opportunities
Industry Information Technology and Services
Experience
Actively Seeking New Opportunities Global Program ManagerCompuComFebruary 2010 - August 2015
Air Products 2006 - February 2010
Air Products January 2002 - February 2006
Air Products and Chemicals February 1999 - January 2002
The Vanguard Group March 1997 - February 1999
US Army 1989 - 1993
Skills
Process Improvement, Account Management, IT Service Management, Vendor Management, Management, Outsourcing, Leadership, ITIL, Financial Analysis, IT Management, Security, Team Building, Service Delivery, Human Resources, Data Center, Program Management, Change Management, Business Development, Team Leadership, Project Management, IT Strategy, PMP, Disaster Recovery, Managed Services, Cross-functional Team..., SharePoint, SAP, Project Portfolio...
Education
SIM Regional Leadership Forum 2009 — 2009
University of Notre Dame 1985 — 1989
BS, Biology
Downingtown 1982 — 1985
Actively Seeking New Opportunities Global Program ManagerCompuComFebruary 2010 - August 2015
Air Products 2006 - February 2010
Air Products January 2002 - February 2006
Air Products and Chemicals February 1999 - January 2002
The Vanguard Group March 1997 - February 1999
US Army 1989 - 1993
Skills
Process Improvement, Account Management, IT Service Management, Vendor Management, Management, Outsourcing, Leadership, ITIL, Financial Analysis, IT Management, Security, Team Building, Service Delivery, Human Resources, Data Center, Program Management, Change Management, Business Development, Team Leadership, Project Management, IT Strategy, PMP, Disaster Recovery, Managed Services, Cross-functional Team..., SharePoint, SAP, Project Portfolio...
Education
SIM Regional Leadership Forum 2009 — 2009
University of Notre Dame 1985 — 1989
BS, Biology
Downingtown 1982 — 1985
Daniel Weinerman's The Vanguard Group Experience November 2004 - December 2006
Job Vice President, Corporate Accounts at Strategic Insight
Industry Financial Services
Experience
Strategic Insight February 2007 - Present
vanguard 2004 - 2007
The Vanguard Group November 2004 - December 2006
Education
University of Florida 2000 — 2004
Bachelors of Science, Marketing and Business Administration
University of Florida - Warrington College of Business Administration 2000 — 2004
Strategic Insight February 2007 - Present
vanguard 2004 - 2007
The Vanguard Group November 2004 - December 2006
Education
University of Florida 2000 — 2004
Bachelors of Science, Marketing and Business Administration
University of Florida - Warrington College of Business Administration 2000 — 2004
Diana Loke's The Vanguard Group Experience 2007 - Present
Job Vanguard Client Relations
Industry Financial Services
Experience
The Vanguard Group 2007 - Present
MSA Solutions 2005 - 2007
Education
University of Phoenix 2006 — 2009
BS, Marketing
The Vanguard Group 2007 - Present
MSA Solutions 2005 - 2007
Education
University of Phoenix 2006 — 2009
BS, Marketing
Sarah Burns's The Vanguard Group Experience July 2004 - October 2011
Job Software Development Engineer at Amazon
Industry Internet
Experience
Amazon October 2011 - Present
The Vanguard Group July 2004 - October 2011
Skills
Agile Methodologies, Spring, SOA, AJAX, SQL, Test Driven Development, Eclipse, Object Oriented Design, Java, Refactoring, Java Enterprise..., JSON, Hibernate, Amazon Web Services..., MySQL, JavaScript, Software Development, JUnit, JSP, Spring Framework, Integration
Education
University of North Carolina at Charlotte 1999 — 2004
Bachelor of Science, Computer Science
University of North Carolina Chapel Hill 1995 — 1997
Psychology, Philosophy
North Carolina School of Science and Math 1993 — 1995
High School Diploma
Forest Hills High School 1991 — 1993
Amazon October 2011 - Present
The Vanguard Group July 2004 - October 2011
Skills
Agile Methodologies, Spring, SOA, AJAX, SQL, Test Driven Development, Eclipse, Object Oriented Design, Java, Refactoring, Java Enterprise..., JSON, Hibernate, Amazon Web Services..., MySQL, JavaScript, Software Development, JUnit, JSP, Spring Framework, Integration
Education
University of North Carolina at Charlotte 1999 — 2004
Bachelor of Science, Computer Science
University of North Carolina Chapel Hill 1995 — 1997
Psychology, Philosophy
North Carolina School of Science and Math 1993 — 1995
High School Diploma
Forest Hills High School 1991 — 1993
Swathi Bonda's The Vanguard Group Experience June 2007 - August 2007
Job Project Manager at Forest City Ratner Companies
Industry Real Estate
Experience
Forest City Ratner Companies October 2014 - Present
The Wharton School August 2012 - May 2014
L+M Development Partners Inc June 2013 - August 2013
Booz Allen Hamilton October 2010 - August 2012
Fannie Mae April 2009 - September 2010
Fannie Mae August 2008 - March 2009
The Vanguard Group June 2007 - August 2007
Skills
Housing Finance, Modeling, Analytics, Statistics, Community Development, Actuarial Science, PPP projects, SAS, Research, Forecasting, Economics, Policy Analysis, Risk Management, Financial Modeling, Quantitative Analytics, Econometrics, Policy, Program Management, Strategic Planning
Education
Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (MBA), Real Estate, Finance
University of Pennsylvania - The Wharton School 2004 — 2008
BS, Economics, Concentrations in Finance & Management
Forest City Ratner Companies October 2014 - Present
The Wharton School August 2012 - May 2014
L+M Development Partners Inc June 2013 - August 2013
Booz Allen Hamilton October 2010 - August 2012
Fannie Mae April 2009 - September 2010
Fannie Mae August 2008 - March 2009
The Vanguard Group June 2007 - August 2007
Skills
Housing Finance, Modeling, Analytics, Statistics, Community Development, Actuarial Science, PPP projects, SAS, Research, Forecasting, Economics, Policy Analysis, Risk Management, Financial Modeling, Quantitative Analytics, Econometrics, Policy, Program Management, Strategic Planning
Education
Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (MBA), Real Estate, Finance
University of Pennsylvania - The Wharton School 2004 — 2008
BS, Economics, Concentrations in Finance & Management
Olivia Gillcrese's The Vanguard Group Experience January 2006 - Present
Job Inheritance Administrator at The Vanguard Group
Industry Financial Services
Experience
Vanguard February 2014 - Present
The Vanguard Group January 2006 - Present
Family Dollar June 2005 - December 2005
Springs Industries June 2002 - May 2005
Skills
Series 6, Recruiting, FINRA, Relationship Management, Inventory Management, Management, Microsoft Excel, Leadership, Microsoft Word, Coaching, Team Building, Teamwork, Retail, Series 63, PowerPoint, Customer Service, Mutual Funds, IRAs, Training, Public Speaking, Banking, Budgets, Series 7, Time Management, Microsoft Office, Process Improvement
Education
University of Phoenix 2006 — 2008
MBA, Business
University of South Carolina-Columbia 1997 — 2002
Bachelor's degree, Retail Management
Vanguard February 2014 - Present
The Vanguard Group January 2006 - Present
Family Dollar June 2005 - December 2005
Springs Industries June 2002 - May 2005
Skills
Series 6, Recruiting, FINRA, Relationship Management, Inventory Management, Management, Microsoft Excel, Leadership, Microsoft Word, Coaching, Team Building, Teamwork, Retail, Series 63, PowerPoint, Customer Service, Mutual Funds, IRAs, Training, Public Speaking, Banking, Budgets, Series 7, Time Management, Microsoft Office, Process Improvement
Education
University of Phoenix 2006 — 2008
MBA, Business
University of South Carolina-Columbia 1997 — 2002
Bachelor's degree, Retail Management
Jason Vorwerk's The Vanguard Group Experience August 1998 - July 2007
Job Senior Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab May 2008 - Present
Wells Fargo July 2007 - May 2008
The Vanguard Group August 1998 - July 2007
Skills
Series 7, Mutual Funds, Series 63, Customer Relations, Strategic Planning, Risk Management, Wealth Management, Process Improvement, Asset Management, Customer Service, Investments, Fixed Income
Education
Diamond Bar
Greenway
University of Maryland - Robert H. Smith School of Business
Charles Schwab May 2008 - Present
Wells Fargo July 2007 - May 2008
The Vanguard Group August 1998 - July 2007
Skills
Series 7, Mutual Funds, Series 63, Customer Relations, Strategic Planning, Risk Management, Wealth Management, Process Improvement, Asset Management, Customer Service, Investments, Fixed Income
Education
Diamond Bar
Greenway
University of Maryland - Robert H. Smith School of Business
Durga Kanumilli's The Vanguard Group Experience May 2000 - October 2011
Job Vice President
Industry Capital Markets
Experience
Oaktree Capital Management 2013 - Present
S&P Capital IQ October 2011 - April 2013
The Vanguard Group May 2000 - October 2011
Skills
Business Analysis, Leadership, Equities, Vendor Management, IT Strategy, Risk Management, SDLC, Fixed Income, PMO, Process Improvement, Financial Services, IT Management, Agile Project Management, Trading Systems, Enterprise Architecture, Derivatives, Team Building, Cross-functional Team..., Software Project..., Requirements Analysis, ETFs, Asset Managment, Project Management, Mutual Funds, Portfolio Management, Program Management, Outsourcing, Business Process..., Requirements Gathering, Integration
Education
University of Pennsylvania 2007 — 2009
EMTM
Oaktree Capital Management 2013 - Present
S&P Capital IQ October 2011 - April 2013
The Vanguard Group May 2000 - October 2011
Skills
Business Analysis, Leadership, Equities, Vendor Management, IT Strategy, Risk Management, SDLC, Fixed Income, PMO, Process Improvement, Financial Services, IT Management, Agile Project Management, Trading Systems, Enterprise Architecture, Derivatives, Team Building, Cross-functional Team..., Software Project..., Requirements Analysis, ETFs, Asset Managment, Project Management, Mutual Funds, Portfolio Management, Program Management, Outsourcing, Business Process..., Requirements Gathering, Integration
Education
University of Pennsylvania 2007 — 2009
EMTM
Frank Aptacy's The Vanguard Group Experience January 2004 - August 2007
Job Program Specialist at Boeing
Industry Information Technology and Services
Experience
Boeing June 2013 - Present
Boeing February 2010 - June 2013
The Boeing Company March 2008 - February 2010
The Vanguard Group January 2004 - August 2007
Skills
Disaster Recovery, Access, Requirements Analysis, Customer Satisfaction, Program Management, Integration, Visio, Testing, MS Project, Process Improvement, SDLC, Systems Engineering, Project Management, SQL, Software Documentation
Education
University of Phoenix 1999 — 2002
Bachelor of Science in Informational Technology, BSIT
Widener University 1987 — 1989
Bachelor of Business Administration (B.B.A.)
Boeing June 2013 - Present
Boeing February 2010 - June 2013
The Boeing Company March 2008 - February 2010
The Vanguard Group January 2004 - August 2007
Skills
Disaster Recovery, Access, Requirements Analysis, Customer Satisfaction, Program Management, Integration, Visio, Testing, MS Project, Process Improvement, SDLC, Systems Engineering, Project Management, SQL, Software Documentation
Education
University of Phoenix 1999 — 2002
Bachelor of Science in Informational Technology, BSIT
Widener University 1987 — 1989
Bachelor of Business Administration (B.B.A.)
Bob Moles's The Vanguard Group Experience May 2006 - February 2007
Job Client Service Account Specialist at Merriman Berkman Next
Industry Financial Services
Experience
Merriman Berkman Next August 2007 - Present
The Vanguard Group May 2006 - February 2007
Education
University of North Carolina at Charlotte 2002 — 2005
Merriman Berkman Next August 2007 - Present
The Vanguard Group May 2006 - February 2007
Education
University of North Carolina at Charlotte 2002 — 2005
Daniel Boland's The Vanguard Group Experience January 2006 - October 2007
Job Enrolled Actuary at Continental Benefits Group, Inc.
Industry Financial Services
Experience
Continental Benefits Group, Inc. February 2011 - Present
Mercer November 2007 - January 2011
The Vanguard Group January 2006 - October 2007
Mercer June 1998 - December 2005
Skills
Employee Benefits, Pensions, Financial Modeling, Actuaries, Enrolled Actuary, Defined Benefit
Education
University of Pennsylvania - The Wharton School 1991 — 1995
IMSA
Continental Benefits Group, Inc. February 2011 - Present
Mercer November 2007 - January 2011
The Vanguard Group January 2006 - October 2007
Mercer June 1998 - December 2005
Skills
Employee Benefits, Pensions, Financial Modeling, Actuaries, Enrolled Actuary, Defined Benefit
Education
University of Pennsylvania - The Wharton School 1991 — 1995
IMSA
Jessica Jett's The Vanguard Group Experience 1998 - 2006
Job Keller Williams Realtor
Industry Real Estate
Experience
Keller Williams December 2011 - Present
Lehman Brothers January 2009 - April 2010
The Vanguard Group 1998 - 2006
Skills
Investments, Real Estate, Brokerage, Investment Properties, Selling, Relocation, Referrals, Condos, New Home Sales, Asset Management, Negotiation, Single Family Homes, Real Estate Transactions, Marketing, Sellers, Small Business
Education
Villanova University 2000 — 2008
MBA- Evening School, Management & Marketing
University of Pennsylvania 1992 — 1996
Bachelor of Arts (BA)
Keller Williams December 2011 - Present
Lehman Brothers January 2009 - April 2010
The Vanguard Group 1998 - 2006
Skills
Investments, Real Estate, Brokerage, Investment Properties, Selling, Relocation, Referrals, Condos, New Home Sales, Asset Management, Negotiation, Single Family Homes, Real Estate Transactions, Marketing, Sellers, Small Business
Education
Villanova University 2000 — 2008
MBA- Evening School, Management & Marketing
University of Pennsylvania 1992 — 1996
Bachelor of Arts (BA)
Karen Merschman's The Vanguard Group Experience March 2009 - October 2010
Job Stock Record Analyst at Vanguard
Industry Financial Services
Dustin Greene's The Vanguard Group Experience February 2010 - Present
Job Corporate Actions Specialist at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group February 2010 - Present
Vanguard 2007 - 2010
Vanguard 2006 - 2007
Primerica January 2006 - May 2006
Skills
Series 63, Bloomberg, Series 7, Microsoft Excel, Access, Outlook, PowerPoint, Microsoft Office, FINRA, Bloomberg Terminal, Mutual Funds, Cognos, Lotus Notes, Equities, Microsoft Word, DTC, Financial Services, Securities, Investments, SnagIt, NICE Call Recording, Thomson One Analytics
Education
University of Delaware - Lerner College of Business and Economics 2002 — 2006
Bachelor of Science (B.S.), Finance, General
Southampton High School 1998 — 2002
The Vanguard Group February 2010 - Present
Vanguard 2007 - 2010
Vanguard 2006 - 2007
Primerica January 2006 - May 2006
Skills
Series 63, Bloomberg, Series 7, Microsoft Excel, Access, Outlook, PowerPoint, Microsoft Office, FINRA, Bloomberg Terminal, Mutual Funds, Cognos, Lotus Notes, Equities, Microsoft Word, DTC, Financial Services, Securities, Investments, SnagIt, NICE Call Recording, Thomson One Analytics
Education
University of Delaware - Lerner College of Business and Economics 2002 — 2006
Bachelor of Science (B.S.), Finance, General
Southampton High School 1998 — 2002
Melanie Keller's The Vanguard Group Experience Asset Management Services Ultra High Net Worth Investment AssociateThe Vanguard GroupFebruary 2011 - Present
Job Ultra High Net Worth Investment Associate
Industry Financial Services
Experience
The Vanguard Group Asset Management Services Ultra High Net Worth Investment AssociateThe Vanguard GroupFebruary 2011 - Present
Skills
Series 6, Series 63, 63 Licensed, FINRA Series 6, Series 7
Education
University of North Carolina at Charlotte - Belk College of Business 1994 — 1998
Bachelor of Science (B.S.), Marketing
The Vanguard Group Asset Management Services Ultra High Net Worth Investment AssociateThe Vanguard GroupFebruary 2011 - Present
Skills
Series 6, Series 63, 63 Licensed, FINRA Series 6, Series 7
Education
University of North Carolina at Charlotte - Belk College of Business 1994 — 1998
Bachelor of Science (B.S.), Marketing
Vibhuti Patel's The Vanguard Group Experience July 2002 - August 2005
Job Associate Principle at RKV Technologies
Industry Information Technology and Services
Experience
RKV Technologies November 2005 - Present
The Vanguard Group July 2002 - August 2005
Skills
Requirements Gathering, Software Project..., SDLC, Requirements Analysis, SOA, Project Management, Business Analysis, Architecture, Enterprise Architecture, Integration, Solution Architecture, Java, Spring, Java Enterprise Edition, Agile Methodologies, DB2, IT Strategy, Software Development, Websphere, XML, Web Services, Disaster Recovery, Oracle, ETL
Education
University of North Carolina at Charlotte 2000 — 2002
Computer Science
RKV Technologies November 2005 - Present
The Vanguard Group July 2002 - August 2005
Skills
Requirements Gathering, Software Project..., SDLC, Requirements Analysis, SOA, Project Management, Business Analysis, Architecture, Enterprise Architecture, Integration, Solution Architecture, Java, Spring, Java Enterprise Edition, Agile Methodologies, DB2, IT Strategy, Software Development, Websphere, XML, Web Services, Disaster Recovery, Oracle, ETL
Education
University of North Carolina at Charlotte 2000 — 2002
Computer Science
Angelia Brown, PHR's The Vanguard Group Experience May 2008 - February 2014
Job Operations Supervisor
Industry Financial Services
Experience
Vanguard January 2015 - Present
The Vanguard Group May 2008 - February 2014
AXA Equitable July 2006 - December 2007
AXA Equitable May 2005 - July 2006
AXA Equitable January 1999 - May 2005
Carolinas Healthcare System March 1993 - January 1998
Skills
Process Improvement, Supervisory Experience, Change Management, Leadership, Performance Management, Employee Relations, Employee Training, Human Resources, Interviews, Management, Employee Benefits
Education
University of North Carolina at Greensboro 1982 — 1986
Bachelor of Arts (B.A.), Public Relations/Image Management
Vanguard January 2015 - Present
The Vanguard Group May 2008 - February 2014
AXA Equitable July 2006 - December 2007
AXA Equitable May 2005 - July 2006
AXA Equitable January 1999 - May 2005
Carolinas Healthcare System March 1993 - January 1998
Skills
Process Improvement, Supervisory Experience, Change Management, Leadership, Performance Management, Employee Relations, Employee Training, Human Resources, Interviews, Management, Employee Benefits
Education
University of North Carolina at Greensboro 1982 — 1986
Bachelor of Arts (B.A.), Public Relations/Image Management
Vincent Gach's The Vanguard Group Experience October 2000 - June 2015
Job Plan Consultant
Industry Financial Services
Experience
Transamerica Retirement Solutions June 2015 - Present
The Vanguard Group October 2000 - June 2015
Skills
Cognos, Access, Data Analysis, Requirements Analysis, Lotus Notes, Microsoft Excel, Project Management, Process Improvement, Requirements Gathering, Business Requirements, Defined Benefit, Actuarial Science, Visio, Analysis, Quality Assurance, Data Mining, User Acceptance Testing, Data Quality, Business Process...
Education
University of Michigan 1996 — 2000
Bachelor of Science (B.S.), Actuarial Science
Transamerica Retirement Solutions June 2015 - Present
The Vanguard Group October 2000 - June 2015
Skills
Cognos, Access, Data Analysis, Requirements Analysis, Lotus Notes, Microsoft Excel, Project Management, Process Improvement, Requirements Gathering, Business Requirements, Defined Benefit, Actuarial Science, Visio, Analysis, Quality Assurance, Data Mining, User Acceptance Testing, Data Quality, Business Process...
Education
University of Michigan 1996 — 2000
Bachelor of Science (B.S.), Actuarial Science
Erin Carroll's The Vanguard Group Experience March 2006 - January 2007
Job Manager of Accounts and Client Development at PitchBook Data
Industry Financial Services
Experience
PitchBook Data March 2014 - Present
Microsoft September 2011 - May 2013
Bridge Partners Consulting September 2011 - 2013
Celilo Group Media June 2010 - July 2011
Schweitzer Mountain Resort August 2009 - April 2010
North Valley Regional Hospital January 2007 - July 2009
City Of Scottsdale January 2006 - March 2007
The Vanguard Group March 2006 - January 2007
Environmental Resource Center June 2003 - September 2003
Skills
Marketing Communications, Business Strategy, Marketing, Social Media, Salesforce.com, Social Media Marketing, Project Management, Strategy, Budget Process, Marketing Strategy, Fundraising, Strategic Planning, Program Management, Large Budget Management, Budget Reconciliation, Event Planning, Account Management, Public Speaking, Email Marketing, Product Marketing, Event Management, Corporate Events, Newsletter Production, Email Newsletter Design
Education
University of Idaho 2000 — 2005
B.S., Conservation Social Sciences
Brookfield East 1996 — 2000
HS Diploma, General Studies
Brookfield Academy
PitchBook Data March 2014 - Present
Microsoft September 2011 - May 2013
Bridge Partners Consulting September 2011 - 2013
Celilo Group Media June 2010 - July 2011
Schweitzer Mountain Resort August 2009 - April 2010
North Valley Regional Hospital January 2007 - July 2009
City Of Scottsdale January 2006 - March 2007
The Vanguard Group March 2006 - January 2007
Environmental Resource Center June 2003 - September 2003
Skills
Marketing Communications, Business Strategy, Marketing, Social Media, Salesforce.com, Social Media Marketing, Project Management, Strategy, Budget Process, Marketing Strategy, Fundraising, Strategic Planning, Program Management, Large Budget Management, Budget Reconciliation, Event Planning, Account Management, Public Speaking, Email Marketing, Product Marketing, Event Management, Corporate Events, Newsletter Production, Email Newsletter Design
Education
University of Idaho 2000 — 2005
B.S., Conservation Social Sciences
Brookfield East 1996 — 2000
HS Diploma, General Studies
Brookfield Academy
Robyn Ettricks's The Vanguard Group Experience January 2004 - April 2015
Job Senior Counsel, Trademarks & Copyrights at Altria
Industry Legal Services
Experience
Altria April 2015 - Present
The Vanguard Group January 2004 - April 2015
Pepper Hamilton LLP September 1999 - December 2003
United States District Court, Eastern District of Pennsylvania September 1998 - August 1999
Skills
Intellectual Property, Trademarks, Copyright Law, Licensing, Domain Names, Trade Secrets, Legal Compliance, Management
Education
University of Pennsylvania Law School 1995 — 1998
Juris Doctor
Yale University 1991 — 1995
B.A., Sociology
St. Paul's School 1987 — 1991
High School Diploma
Altria April 2015 - Present
The Vanguard Group January 2004 - April 2015
Pepper Hamilton LLP September 1999 - December 2003
United States District Court, Eastern District of Pennsylvania September 1998 - August 1999
Skills
Intellectual Property, Trademarks, Copyright Law, Licensing, Domain Names, Trade Secrets, Legal Compliance, Management
Education
University of Pennsylvania Law School 1995 — 1998
Juris Doctor
Yale University 1991 — 1995
B.A., Sociology
St. Paul's School 1987 — 1991
High School Diploma
Carl Dahl's The Vanguard Group Experience October 1999 - June 2000
Job Vice President at JPMorgan Chase Global Technology
Industry Information Technology and Services
Experience
JPMorgan Chase February 2012 - Present
JPMorgan Chase December 2010 - February 2012
Ajilon Consulting / JP Morgan Chase June 2010 - January 2011
ATR International / Wells Fargo July 2009 - June 2010
The Kiosk Store May 2008 - December 2008
First National Bank of Arizona February 2005 - January 2008
Wells Fargo Home Mortgage February 2004 - February 2005
Corporate Job Bank July 2003 - February 2004
Wachovia Bank June 2000 - October 2002
The Vanguard Group October 1999 - June 2000
Skills
Business Analysis, Visio, SDLC, Mortgage Lending, Banking, Vendor Management, Process Improvement, Team Building, Management, Program Management, Project Management, Requirements Gathering, Requirements Analysis, Leadership
Education
University of Minnesota-Twin Cities 1984 — 1986
Bachelor of Individualized Studies, International Business
JPMorgan Chase February 2012 - Present
JPMorgan Chase December 2010 - February 2012
Ajilon Consulting / JP Morgan Chase June 2010 - January 2011
ATR International / Wells Fargo July 2009 - June 2010
The Kiosk Store May 2008 - December 2008
First National Bank of Arizona February 2005 - January 2008
Wells Fargo Home Mortgage February 2004 - February 2005
Corporate Job Bank July 2003 - February 2004
Wachovia Bank June 2000 - October 2002
The Vanguard Group October 1999 - June 2000
Skills
Business Analysis, Visio, SDLC, Mortgage Lending, Banking, Vendor Management, Process Improvement, Team Building, Management, Program Management, Project Management, Requirements Gathering, Requirements Analysis, Leadership
Education
University of Minnesota-Twin Cities 1984 — 1986
Bachelor of Individualized Studies, International Business
Mohan Reddy Etikela's The Vanguard Group Experience 1999 - 2001
Job Independent Information Technology and Services Professional
Industry Information Technology and Services
Experience
Aetna May 2009 - Present
AuthNZ June 2005 - Present
The Hartford Life March 2008 - March 2009
Aetna 2004 - 2008
BT INS 2005 - 2007
Mohan Reddy Etikela 2001 - 2002
The Vanguard Group 1999 - 2001
Ascent Computing Group 1997 - 2000
Standard & Poor's 1998 - 1999
Skills
SOA, Enterprise Architecture, Risk Management, SDLC, Security, Software Development, Cloud Computing, XML
Education
University of Hyderabad 1992 — 1997
Ph.D., Computer Science
University of Hyderabad 1988 — 1991
M.C.A.
Aetna May 2009 - Present
AuthNZ June 2005 - Present
The Hartford Life March 2008 - March 2009
Aetna 2004 - 2008
BT INS 2005 - 2007
Mohan Reddy Etikela 2001 - 2002
The Vanguard Group 1999 - 2001
Ascent Computing Group 1997 - 2000
Standard & Poor's 1998 - 1999
Skills
SOA, Enterprise Architecture, Risk Management, SDLC, Security, Software Development, Cloud Computing, XML
Education
University of Hyderabad 1992 — 1997
Ph.D., Computer Science
University of Hyderabad 1988 — 1991
M.C.A.
Michael-David Cherry's The Vanguard Group Experience May 2007 - Present
Job CRA at The Vanguard Group
Industry Investment Management
Experience
The Vanguard Group May 2007 - Present
United States Navy November 1997 - July 2004
Education
University of North Carolina at Chapel Hill 2004 — 2007
The Vanguard Group May 2007 - Present
United States Navy November 1997 - July 2004
Education
University of North Carolina at Chapel Hill 2004 — 2007
Suzanna Waddell's The Vanguard Group Experience January 2000 - April 2005
Job Marketing/Client Relationship Manager at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. November 2012 - Present
Morgan Keegan June 2005 - September 2010
The Vanguard Group January 2000 - April 2005
Skills
Series 7, Customer Service, Strategic Planning, Sales, Marketing, Public Speaking, Team Building, Management, Leadership, Retirement Planning, Social Media
Education
Goethe Institute - Rotenburg, Germany 1999 — 1999
University of North Carolina at Charlotte 1995 — 1999
Bachelor of Science (BS), German & European Studies
Raymond James Financial Inc. November 2012 - Present
Morgan Keegan June 2005 - September 2010
The Vanguard Group January 2000 - April 2005
Skills
Series 7, Customer Service, Strategic Planning, Sales, Marketing, Public Speaking, Team Building, Management, Leadership, Retirement Planning, Social Media
Education
Goethe Institute - Rotenburg, Germany 1999 — 1999
University of North Carolina at Charlotte 1995 — 1999
Bachelor of Science (BS), German & European Studies
Saada Golden, MBA's The Vanguard Group Experience January 2005 - Present
Job Corporate Trainer at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group January 2005 - Present
Skills
Series 63, Financial Services, Series 7, Customer Service, Series 6, Mutual Funds, Relationship Management, Retirement, Financial Analysis, Team Building, Process Improvement, Project Management, Consulting, Leadership Development, Training Delivery, Coaching, CRM
Education
University of North Carolina at Charlotte 2000 — 2004
Queens University of Charlotte
MBA & Executive Coaching Certification
The Vanguard Group January 2005 - Present
Skills
Series 63, Financial Services, Series 7, Customer Service, Series 6, Mutual Funds, Relationship Management, Retirement, Financial Analysis, Team Building, Process Improvement, Project Management, Consulting, Leadership Development, Training Delivery, Coaching, CRM
Education
University of North Carolina at Charlotte 2000 — 2004
Queens University of Charlotte
MBA & Executive Coaching Certification
Frank Brescia's The Vanguard Group Experience November 1999 - July 2008
Job Relationship Manager
Industry Financial Services
Experience
Wells Fargo July 2008 - August 2015
The Vanguard Group November 1999 - July 2008
Dreyfus November 1994 - November 1997
Skills
Relationship Management, Investments, Financial Services, 401k, CRM, Mutual Funds, Series 63, Portfolio Management, Retirement Planning, Asset Allocation, Financial Analysis, Process Improvement, Wealth Management, Series 7, Presentation Skills
Education
University of Pittsburgh 1987 — 1992
Bachelor's degree, Economics
Wells Fargo July 2008 - August 2015
The Vanguard Group November 1999 - July 2008
Dreyfus November 1994 - November 1997
Skills
Relationship Management, Investments, Financial Services, 401k, CRM, Mutual Funds, Series 63, Portfolio Management, Retirement Planning, Asset Allocation, Financial Analysis, Process Improvement, Wealth Management, Series 7, Presentation Skills
Education
University of Pittsburgh 1987 — 1992
Bachelor's degree, Economics
Premkumar Krishnamurthy's The Vanguard Group Experience January 2011 - Present
Job Architect at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group January 2011 - Present
VANGUARD 2007 - Present
Skills
SDLC, Agile Methodologies, PMP, SOA, Agile Project Management, Software Project..., Java, Program Management, IT Strategy, Requirements Analysis, Java Enterprise Edition, Scrum, Unix, Oracle, Integration, Enterprise Architecture, DB2
Education
Madras University
The Vanguard Group January 2011 - Present
VANGUARD 2007 - Present
Skills
SDLC, Agile Methodologies, PMP, SOA, Agile Project Management, Software Project..., Java, Program Management, IT Strategy, Requirements Analysis, Java Enterprise Edition, Scrum, Unix, Oracle, Integration, Enterprise Architecture, DB2
Education
Madras University
Nelson Wicas's The Vanguard Group Experience June 1992 - February 2008
Job at Redpoint Investment Management
Industry Investment Management
Experience
Redpoint Investment Management July 2010 - Present
First Quadrant March 2008 - September 2009
The Vanguard Group June 1992 - February 2008
Skills
Hedge Funds, Asset Management, Alternative Investments, Equities, Portfolio Management, Investments, Economics, Research, Financial Planning, Asset Allocation, Wealth Management, Investment Strategies, Series 7, Investment Advisory, Statistics, Financial Modeling, Business Planning, Strategic Planning, Mutual Funds, ETFs, Investment Management
Education
University of Pennsylvania 1985 — 1992
Ph.D., Economics
University of Pennsylvania 1979 — 1983
BA, English
Redpoint Investment Management July 2010 - Present
First Quadrant March 2008 - September 2009
The Vanguard Group June 1992 - February 2008
Skills
Hedge Funds, Asset Management, Alternative Investments, Equities, Portfolio Management, Investments, Economics, Research, Financial Planning, Asset Allocation, Wealth Management, Investment Strategies, Series 7, Investment Advisory, Statistics, Financial Modeling, Business Planning, Strategic Planning, Mutual Funds, ETFs, Investment Management
Education
University of Pennsylvania 1985 — 1992
Ph.D., Economics
University of Pennsylvania 1979 — 1983
BA, English
Brian Whitman's The Vanguard Group Experience March 2005 - June 2011
Job Department Manager Retail Systems Vanguard
Industry Financial Services
Experience
Vanguard August 2012 - Present
Vanguard September 2010 - August 2012
The Vanguard Group March 2005 - June 2011
The Vanguard Group 2003 - 2005
Vanguard 2000 - 2003
Skills
SDLC, Process Improvement, Business Analysis, Agile Methodologies, Project Management, Vendor Management, Program Management, Risk Management, Change Management, Software Project..., Agile Project Management, IT Strategy
Education
University of Phoenix 1992 — 1996
MAOM, Management
Vanguard August 2012 - Present
Vanguard September 2010 - August 2012
The Vanguard Group March 2005 - June 2011
The Vanguard Group 2003 - 2005
Vanguard 2000 - 2003
Skills
SDLC, Process Improvement, Business Analysis, Agile Methodologies, Project Management, Vendor Management, Program Management, Risk Management, Change Management, Software Project..., Agile Project Management, IT Strategy
Education
University of Phoenix 1992 — 1996
MAOM, Management
Daniel Rodriguez Jr.'s The Vanguard Group Experience retail servicesthe vanguard group2007 - 2008
Job Integrated Client Services at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group retail servicesthe vanguard group2007 - 2008
Skills
Mutual Funds, Financial Analysis, Series 7, Investments
Education
University of Illinois at Urbana-Champaign 1997 — 2002
B.A., Economics
The Vanguard Group retail servicesthe vanguard group2007 - 2008
Skills
Mutual Funds, Financial Analysis, Series 7, Investments
Education
University of Illinois at Urbana-Champaign 1997 — 2002
B.A., Economics
David Heckman's The Vanguard Group Experience 1995 - 2003
Job Business Director at Universal Concrete Products
Industry Financial Services
Experience
Universal Concrete Products September 2014 - Present
Worcester Heating and Air Conditioning January 2013 - September 2014
SEI November 2008 - December 2012
Robert Half International 2007 - 2007
Susquehanna International Group, LLP (SIG) February 2003 - April 2006
The Vanguard Group 1995 - 2003
Education
University of Maryland - Robert H. Smith School of Business 1991 — 1995
B.S., Finance
Universal Concrete Products September 2014 - Present
Worcester Heating and Air Conditioning January 2013 - September 2014
SEI November 2008 - December 2012
Robert Half International 2007 - 2007
Susquehanna International Group, LLP (SIG) February 2003 - April 2006
The Vanguard Group 1995 - 2003
Education
University of Maryland - Robert H. Smith School of Business 1991 — 1995
B.S., Finance
Anthony Fucito's The Vanguard Group Experience January 1997 - February 2013
Job The Vanguard Group
Industry Investment Banking
Experience
Way Services October 2013 - Present
The Vanguard Group January 1997 - February 2013
Micro Focus, Inc. (aka Micro Focus Cobol) 1994 - 1997
Skills
Business Analysis, Disaster Recovery, SDLC, Requirements Analysis, Process Improvement, Unix, Program Management, Visio, IT Strategy, Enterprise Architecture, Software Project..., Vendor Management, Requirements Gathering, Agile Methodologies, IT Management, SharePoint, Integration, Project Management, Management, Leadership, Project Planning, Risk Management, Strategic Planning, SQL, Analysis, Business Continuity, Problem Solving
Education
University of Phoenix 2001 — 2008
BSIT, Information Technologies
Grumman Data Institute of Technologies 1975 — 1976
Computer Programming Diploma, Computer Programming
Way Services October 2013 - Present
The Vanguard Group January 1997 - February 2013
Micro Focus, Inc. (aka Micro Focus Cobol) 1994 - 1997
Skills
Business Analysis, Disaster Recovery, SDLC, Requirements Analysis, Process Improvement, Unix, Program Management, Visio, IT Strategy, Enterprise Architecture, Software Project..., Vendor Management, Requirements Gathering, Agile Methodologies, IT Management, SharePoint, Integration, Project Management, Management, Leadership, Project Planning, Risk Management, Strategic Planning, SQL, Analysis, Business Continuity, Problem Solving
Education
University of Phoenix 2001 — 2008
BSIT, Information Technologies
Grumman Data Institute of Technologies 1975 — 1976
Computer Programming Diploma, Computer Programming
Sarah McCaw's The Vanguard Group Experience April 2007 - September 2007
Job at
Industry Human Resources
Experience
Heartland Business Credit, a wholly owned subsidiary of Heartland Bank (Mo.) November 2014 - Present
ZDogWalkers Pet Care June 2014 - Present
EKS&H, LLLP May 2011 - April 2014
Hi*Rise August 2009 - May 2011
Mackinaw Corporation August 2008 - November 2008
The Walnut Street Theatre September 2007 - March 2008
The Vanguard Group April 2007 - September 2007
Bleu April 2005 - May 2005
Scoop DeVille May 2004 - September 2004
Skills
Outlook, PowerPoint, Microsoft Excel, Microsoft Word, Proofreading, Customer Service, Microsoft Office, Management, Training, Project Management, Data Analysis, Creation Of Training..., Supervisory Skills, Facebook, LinkedIn, Academic Tutoring, Personnel Supervision, Human Resources, Customer Satisfaction, Nonprofits, Time Management, Process Improvement, Written & Verbal..., Accounting, Financial Analysis
Education
University of Pennsylvania 2004 — 2008
Bachelor's Degree, English
Germantown Friends School 1990 — 2004
High School Diploma
Heartland Business Credit, a wholly owned subsidiary of Heartland Bank (Mo.) November 2014 - Present
ZDogWalkers Pet Care June 2014 - Present
EKS&H, LLLP May 2011 - April 2014
Hi*Rise August 2009 - May 2011
Mackinaw Corporation August 2008 - November 2008
The Walnut Street Theatre September 2007 - March 2008
The Vanguard Group April 2007 - September 2007
Bleu April 2005 - May 2005
Scoop DeVille May 2004 - September 2004
Skills
Outlook, PowerPoint, Microsoft Excel, Microsoft Word, Proofreading, Customer Service, Microsoft Office, Management, Training, Project Management, Data Analysis, Creation Of Training..., Supervisory Skills, Facebook, LinkedIn, Academic Tutoring, Personnel Supervision, Human Resources, Customer Satisfaction, Nonprofits, Time Management, Process Improvement, Written & Verbal..., Accounting, Financial Analysis
Education
University of Pennsylvania 2004 — 2008
Bachelor's Degree, English
Germantown Friends School 1990 — 2004
High School Diploma
Katie Munichman's The Vanguard Group Experience June 2011 - Present
Job Retirement Administrator at Vanguard
Industry Financial Services
Experience
The Vanguard Group June 2011 - Present
Education
University of North Carolina at Wilmington 2002 — 2006
Buiness Administration, Marketing
The Vanguard Group June 2011 - Present
Education
University of North Carolina at Wilmington 2002 — 2006
Buiness Administration, Marketing
Evan Woods's The Vanguard Group Experience July 2008 - August 2010
Job Financial Analysis and Project Management at Vanguard
Industry Financial Services
Experience
Vanguard December 2013 - Present
Vanguard August 2010 - December 2013
The Vanguard Group July 2008 - August 2010
Skills
Financial Analysis, Investments, Finance, Microsoft Office, Project Management, Analysis, Microsoft Excel, PowerPoint, Pricing Strategy, Market Pricing, Essbase, Configure to Order
Education
Wake Forest University 2002 — 2006
BA, Economics
Wharton School, University of Pennsylvania 2009 — 2010
Certificate, Finance and Accounting
Vanguard December 2013 - Present
Vanguard August 2010 - December 2013
The Vanguard Group July 2008 - August 2010
Skills
Financial Analysis, Investments, Finance, Microsoft Office, Project Management, Analysis, Microsoft Excel, PowerPoint, Pricing Strategy, Market Pricing, Essbase, Configure to Order
Education
Wake Forest University 2002 — 2006
BA, Economics
Wharton School, University of Pennsylvania 2009 — 2010
Certificate, Finance and Accounting
Jana Zinn's The Vanguard Group Experience June 2000 - July 2003
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs 2003 - Present
The Vanguard Group June 2000 - July 2003
Skills
Series 7, Series 63, Mutual Funds, Fund Of Funds, Equities, Hedge Funds, Equity Research, Asset Management, Investor Relations, Securities, Alternative Investments, Bloomberg, Capital Markets, Fixed Income, Investment Banking, Financial Analysis, Financial Modeling
Education
University of Maryland - Robert H. Smith School of Business 1996 — 2000
Bachelors, Finance
Goldman Sachs 2003 - Present
The Vanguard Group June 2000 - July 2003
Skills
Series 7, Series 63, Mutual Funds, Fund Of Funds, Equities, Hedge Funds, Equity Research, Asset Management, Investor Relations, Securities, Alternative Investments, Bloomberg, Capital Markets, Fixed Income, Investment Banking, Financial Analysis, Financial Modeling
Education
University of Maryland - Robert H. Smith School of Business 1996 — 2000
Bachelors, Finance
Holly Corson's The Vanguard Group Experience June 2008 - Present
Job Internal Auditor at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group June 2008 - Present
The Vanguard Group July 2006 - May 2008
Lockheed Martin May 2005 - August 2005
Lockheed Martin May 2004 - August 2004
Skills
Financial Analysis
Education
Villanova University 2009 — 2014
MBA
University of Maryland College Park 2002 — 2006
BS, Finance
Allentown High School
The Vanguard Group June 2008 - Present
The Vanguard Group July 2006 - May 2008
Lockheed Martin May 2005 - August 2005
Lockheed Martin May 2004 - August 2004
Skills
Financial Analysis
Education
Villanova University 2009 — 2014
MBA
University of Maryland College Park 2002 — 2006
BS, Finance
Allentown High School
Leo Xu Li's The Vanguard Group Experience March 2008 - June 2011
Job Equity Operational Risk Team Lead
Industry Financial Services
Experience
Vanguard January 2013 - Present
Vanguard June 2011 - December 2012
The Vanguard Group March 2008 - June 2011
The Vanguard Group January 2007 - March 2008
Morgan Stanley July 2005 - October 2006
Skills
Mutual Funds, Series 7, Equities, Risk Management, Charles River IMS, SQL Server Management..., ACL, Charles River System..., Bloomberg Terminal, Access, Advanced Excel, Database Design, Bloomberg, ETFs, Finance, Microsoft Excel, Strategy
Education
Villanova University 2008 — 2013
MBA, Finance, International Business Management, A
University of Ottawa / Université d'Ottawa 2001 — 2005
BA, International Finance
Vanguard January 2013 - Present
Vanguard June 2011 - December 2012
The Vanguard Group March 2008 - June 2011
The Vanguard Group January 2007 - March 2008
Morgan Stanley July 2005 - October 2006
Skills
Mutual Funds, Series 7, Equities, Risk Management, Charles River IMS, SQL Server Management..., ACL, Charles River System..., Bloomberg Terminal, Access, Advanced Excel, Database Design, Bloomberg, ETFs, Finance, Microsoft Excel, Strategy
Education
Villanova University 2008 — 2013
MBA, Finance, International Business Management, A
University of Ottawa / Université d'Ottawa 2001 — 2005
BA, International Finance
Margaret Fisher's The Vanguard Group Experience March 2004 - February 2010
Job Corporate Governance Senior Analyst at Vanguard
Industry Financial Services
Experience
Vanguard February 2010 - Present
The Vanguard Group March 2004 - February 2010
The Vanguard Group January 2003 - March 2004
The Vanguard Group January 2002 - January 2003
The Vanguard Group April 2001 - January 2002
The Vanguard Group August 1999 - April 2001
Skills
Cash Management, Finance
Education
University of Delaware - Lerner College of Business and Economics 1995 — 1999
BSBA, Major in Finance, Minor in International Business and Minor in Econimics
Vanguard February 2010 - Present
The Vanguard Group March 2004 - February 2010
The Vanguard Group January 2003 - March 2004
The Vanguard Group January 2002 - January 2003
The Vanguard Group April 2001 - January 2002
The Vanguard Group August 1999 - April 2001
Skills
Cash Management, Finance
Education
University of Delaware - Lerner College of Business and Economics 1995 — 1999
BSBA, Major in Finance, Minor in International Business and Minor in Econimics
Michael Ruggieri's The Vanguard Group Experience January 1997 - August 2005
Job Principal at LPL
Industry Financial Services
Bob Mosscrop III's The Vanguard Group Experience December 2006 - Present
Job Project Manager and Program Champion, Enterprise Metadata Management
Industry Information Technology and Services
Experience
The Vanguard Group December 2006 - Present
Vanguard 2000 - Present
The Vanguard Group February 2000 - December 2006
TNS Media Intelligence June 1996 - January 2000
AEGON September 1994 - June 1996
Response International Services Corporation November 1992 - August 1994
Skills
Database Design, Databases, Oracle, Data Modeling, Software Documentation, Quality Assurance, Data Warehousing, Metadata Management, DB2, Requirements Gathering, Business Analysis, Integration, Performance Tuning, Enterprise Architecture, Data Governance, Requirements Analysis, Visio, Software Project..., Database Administration, Data Warehouse..., SDLC, Data Management, Business Intelligence, ETL, Agile Methodologies, SQL, Enterprise Software
Education
University of Massachusetts Lowell 1991 — 1993
Master of Management Sciences, Manufacturing Engineering
University of Lowell 1987 — 1991
B.S.I.T, Engineering
The Vanguard Group December 2006 - Present
Vanguard 2000 - Present
The Vanguard Group February 2000 - December 2006
TNS Media Intelligence June 1996 - January 2000
AEGON September 1994 - June 1996
Response International Services Corporation November 1992 - August 1994
Skills
Database Design, Databases, Oracle, Data Modeling, Software Documentation, Quality Assurance, Data Warehousing, Metadata Management, DB2, Requirements Gathering, Business Analysis, Integration, Performance Tuning, Enterprise Architecture, Data Governance, Requirements Analysis, Visio, Software Project..., Database Administration, Data Warehouse..., SDLC, Data Management, Business Intelligence, ETL, Agile Methodologies, SQL, Enterprise Software
Education
University of Massachusetts Lowell 1991 — 1993
Master of Management Sciences, Manufacturing Engineering
University of Lowell 1987 — 1991
B.S.I.T, Engineering
Lance Grenier's The Vanguard Group Experience November 1999 - Present
Job Senior Manager at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group November 1999 - Present
Fidelity Investments 1995 - 1998
Education
University of Oklahoma 1974 — 1978
Bachelors in Business Administration, Management, Finance
The Vanguard Group November 1999 - Present
Fidelity Investments 1995 - 1998
Education
University of Oklahoma 1974 — 1978
Bachelors in Business Administration, Management, Finance
Janna Garness, PHR's The Vanguard Group Experience 2005 - 2006
Job VP / HR Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo 2006 - Present
The Vanguard Group 2005 - 2006
Discover Financial Services 1998 - 2005
Bank One 1986 - 1998
Skills
Employee Engagement, Human Resources, Onboarding, Performance Management, Recruiting, Talent Acquisition, Talent Management
Education
University of Phoenix
BSBM, Human Resources
Wells Fargo 2006 - Present
The Vanguard Group 2005 - 2006
Discover Financial Services 1998 - 2005
Bank One 1986 - 1998
Skills
Employee Engagement, Human Resources, Onboarding, Performance Management, Recruiting, Talent Acquisition, Talent Management
Education
University of Phoenix
BSBM, Human Resources
Ryan Drew's The Vanguard Group Experience April 2009 - February 2012
Job Supervisor of Equity and Options Trading Desk at Vanguard
Industry Investment Management
Experience
Vanguard February 2012 - Present
The Vanguard Group April 2009 - February 2012
The Vanguard Group May 2007 - April 2009
University of Phoenix May 2004 - May 2007
Skills
Series 6, Series 7, Series 63, Mentoring, Series 24, Series 4, ETFs, Mutual Funds, IRAs, Options, Leadership, Project Management, Risk Management, Equities, Strategic Planning
Education
University of Phoenix 2004 — 2006
MBA, Business Administration
Utah Valley University 2001 — 2004
Bachelor, History
Vanguard February 2012 - Present
The Vanguard Group April 2009 - February 2012
The Vanguard Group May 2007 - April 2009
University of Phoenix May 2004 - May 2007
Skills
Series 6, Series 7, Series 63, Mentoring, Series 24, Series 4, ETFs, Mutual Funds, IRAs, Options, Leadership, Project Management, Risk Management, Equities, Strategic Planning
Education
University of Phoenix 2004 — 2006
MBA, Business Administration
Utah Valley University 2001 — 2004
Bachelor, History
Brent Gulledge's The Vanguard Group Experience July 2004 - December 2005
Job Owner / Photographer at Brent Gulledge Photograhy
Industry Photography
Experience
Brent Gulledge Photograhy December 2005 - Present
North Mecklenburg High School August 2012 - June 2014
The Vanguard Group July 2004 - December 2005
Myers Park High School December 1998 - June 2004
Skills
Photography, Photoshop, Social Networking, Digital Photography, Leadership, Adobe Creative Suite, Weddings, Public Speaking, Portrait Photography, Customer Service, Commercial Photography, Event Photography, Wedding Photography
Education
University of North Carolina at Charlotte 1995 — 1998
BA, History
Brent Gulledge Photograhy December 2005 - Present
North Mecklenburg High School August 2012 - June 2014
The Vanguard Group July 2004 - December 2005
Myers Park High School December 1998 - June 2004
Skills
Photography, Photoshop, Social Networking, Digital Photography, Leadership, Adobe Creative Suite, Weddings, Public Speaking, Portrait Photography, Customer Service, Commercial Photography, Event Photography, Wedding Photography
Education
University of North Carolina at Charlotte 1995 — 1998
BA, History
Louise Limentani's The Vanguard Group Experience 2000 - 2004
Job Human Resources Professional
Industry Human Resources
Experience
Premier Alliance February 2010 - Present
The Employers Association September 2008 - December 2009
The Vanguard Group 2000 - 2004
Vanguard 2000 - 2004
Osprey Systems 1995 - 2000
Osprey Systems 1995 - 2000
Skills
Employee Relations, Interviews, Recruiting, Internet Recruiting, Performance Management, Talent Management, Talent Acquisition, Change Management, Organizational..., HRIS, Benefits Administration, Human Resources, Technical Recruiting, Employee Benefits, Onboarding, Applicant Tracking..., College Recruiting, Employee Engagement, Benefits Negotiation, Sourcing, Contract Recruitment, Executive Search, New Hire Orientations, Screening
Education
University of Hartford
B.A., Psychology
Premier Alliance February 2010 - Present
The Employers Association September 2008 - December 2009
The Vanguard Group 2000 - 2004
Vanguard 2000 - 2004
Osprey Systems 1995 - 2000
Osprey Systems 1995 - 2000
Skills
Employee Relations, Interviews, Recruiting, Internet Recruiting, Performance Management, Talent Management, Talent Acquisition, Change Management, Organizational..., HRIS, Benefits Administration, Human Resources, Technical Recruiting, Employee Benefits, Onboarding, Applicant Tracking..., College Recruiting, Employee Engagement, Benefits Negotiation, Sourcing, Contract Recruitment, Executive Search, New Hire Orientations, Screening
Education
University of Hartford
B.A., Psychology
Derek Hollis's The Vanguard Group Experience June 2006 - February 2012
Job Mobile Technical Delivery Manager at Bank of America
Industry Computer Software
Experience
Bank of America October 2014 - Present
Bank of America December 2012 - Present
Aym Technologies, LLC March 2012 - December 2012
OCPSoft January 2007 - December 2012
The Vanguard Group June 2006 - February 2012
Time Warner Cable May 2004 - June 2006
Skills
Java, SDLC, Agile Methodologies, Microsoft SQL Server, HTML, JavaScript, SharePoint, Agile Project Management, SQL, Unix, XML, Visio, AJAX, Unix Shell Scripting, Integration, Process Improvement, CSS, Scrum, Flex, Tomcat, Eclipse, Spring, JSF, Hibernate, C#, Apache, Java Enterprise Edition, Web Applications, Software Project..., Design Patterns, Test Driven Development, Software Engineering, SOA, OOP, Enterprise Software, Web Services, Enterprise Architecture, Software Development, JSP, Maven, Subversion, Oracle, REST, Mobile Applications, HTML 5, Object Oriented Design, Requirements Analysis, Database Design, Application Architecture
Education
UNCC 2005 — 2007
Master of Science (MS), Information Technology
University of North Carolina at Charlotte 2002 — 2005
Bachelor of Science (B.S.), Computer Science
Bank of America October 2014 - Present
Bank of America December 2012 - Present
Aym Technologies, LLC March 2012 - December 2012
OCPSoft January 2007 - December 2012
The Vanguard Group June 2006 - February 2012
Time Warner Cable May 2004 - June 2006
Skills
Java, SDLC, Agile Methodologies, Microsoft SQL Server, HTML, JavaScript, SharePoint, Agile Project Management, SQL, Unix, XML, Visio, AJAX, Unix Shell Scripting, Integration, Process Improvement, CSS, Scrum, Flex, Tomcat, Eclipse, Spring, JSF, Hibernate, C#, Apache, Java Enterprise Edition, Web Applications, Software Project..., Design Patterns, Test Driven Development, Software Engineering, SOA, OOP, Enterprise Software, Web Services, Enterprise Architecture, Software Development, JSP, Maven, Subversion, Oracle, REST, Mobile Applications, HTML 5, Object Oriented Design, Requirements Analysis, Database Design, Application Architecture
Education
UNCC 2005 — 2007
Master of Science (MS), Information Technology
University of North Carolina at Charlotte 2002 — 2005
Bachelor of Science (B.S.), Computer Science
Bryan Sinclair's The Vanguard Group Experience 1998 - 2007
Job Sales Support Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo November 2010 - Present
Wachovia December 2007 - November 2010
The Vanguard Group 1998 - 2007
Skills
Series 6, Series 7, Investments, Brokerage, Training, Business Analysis, Call Centers, Project Management, Series 63, Financial Services, Leadership, Relationship Management, Banking, Retirement, Retirement Planning, Mutual Funds, Sales, Process Improvement, Customer Service, Strategic Planning, Lotus Notes, Asset Allocation, Finance, Strategic Financial..., Securities, Wealth Management
Education
University of North Carolina at Charlotte 1990 — 1995
BA, Economics
Wells Fargo November 2010 - Present
Wachovia December 2007 - November 2010
The Vanguard Group 1998 - 2007
Skills
Series 6, Series 7, Investments, Brokerage, Training, Business Analysis, Call Centers, Project Management, Series 63, Financial Services, Leadership, Relationship Management, Banking, Retirement, Retirement Planning, Mutual Funds, Sales, Process Improvement, Customer Service, Strategic Planning, Lotus Notes, Asset Allocation, Finance, Strategic Financial..., Securities, Wealth Management
Education
University of North Carolina at Charlotte 1990 — 1995
BA, Economics
Ricardo Bromley's The Vanguard Group Experience May 2008 - August 2008
Job Financial Analyst at eBay Enterprise
Industry Retail
Experience
eBay Enterprise March 2012 - Present
ValueWise Corporation June 2009 - March 2012
84 Lumber January 2009 - April 2009
The Vanguard Group May 2008 - August 2008
Philips - Respironics January 2008 - April 2008
Empire State Development Corp. June 2007 - August 2007
Skills
Forecasting, Valuation, Quickbooks, Financial Modeling, Financial Reporting, P&L, Budgeting, Pricing, Financial Analysis, Excel, Process Improvement, Corporate Finance, Business Analysis, Business Valuation, Word, Microsoft Office, Industry Analysis, Equities, Market Research, Statistics, Competitive Analysis, Market Analysis, SQL, Access, SAP BW, SAP BI, Longview, Khalix, Budgets, Financial Forecasting, Investments, Analysis, Auditing, Microsoft Excel
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2007 — 2009
MBA, Finance
University of Pittsburgh 2003 — 2007
BA, Economics
eBay Enterprise March 2012 - Present
ValueWise Corporation June 2009 - March 2012
84 Lumber January 2009 - April 2009
The Vanguard Group May 2008 - August 2008
Philips - Respironics January 2008 - April 2008
Empire State Development Corp. June 2007 - August 2007
Skills
Forecasting, Valuation, Quickbooks, Financial Modeling, Financial Reporting, P&L, Budgeting, Pricing, Financial Analysis, Excel, Process Improvement, Corporate Finance, Business Analysis, Business Valuation, Word, Microsoft Office, Industry Analysis, Equities, Market Research, Statistics, Competitive Analysis, Market Analysis, SQL, Access, SAP BW, SAP BI, Longview, Khalix, Budgets, Financial Forecasting, Investments, Analysis, Auditing, Microsoft Excel
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2007 — 2009
MBA, Finance
University of Pittsburgh 2003 — 2007
BA, Economics
Matthew Lugar, QKA's The Vanguard Group Experience May 2011 - January 2014
Job Corporate Strategy Analyst at Vanguard
Industry Financial Services
Experience
Vanguard February 2014 - Present
The Vanguard Group May 2011 - January 2014
Vanguard January 2009 - May 2011
Vanguard September 2006 - December 2008
Vanguard June 2005 - August 2006
Vanguard October 2004 - July 2005
Skills
Mutual Funds, Investments, Series 63, Series 6, Equities, 401k, Financial Services, Retirement, Asset Allocation, Retirement Planning, Relationship Management, Finance, Process Improvement
Education
Villanova University 2013 — 2015
Master of Business Administration (MBA), Finance
University of Delaware - Lerner College of Business and Economics 2001 — 2004
BS, Finance and Economics
Vanguard February 2014 - Present
The Vanguard Group May 2011 - January 2014
Vanguard January 2009 - May 2011
Vanguard September 2006 - December 2008
Vanguard June 2005 - August 2006
Vanguard October 2004 - July 2005
Skills
Mutual Funds, Investments, Series 63, Series 6, Equities, 401k, Financial Services, Retirement, Asset Allocation, Retirement Planning, Relationship Management, Finance, Process Improvement
Education
Villanova University 2013 — 2015
Master of Business Administration (MBA), Finance
University of Delaware - Lerner College of Business and Economics 2001 — 2004
BS, Finance and Economics
Andrew Hunsicker's The Vanguard Group Experience May 1987 - Present
Job Manager at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group May 1987 - Present
Heery Casting 2014 - 2014
Heery Casting 2014 - 2014
831 Films 2014 - 2014
Skills
Six Sigma, CISSP, CBCP, Facilities Management, Management, IT Strategy, Vendor Management, IT Management, Process Improvement, Financial Analysis, Risk Assessment, Business Process..., Financial Risk, Financial Services, Governance, Enterprise Risk..., Project Management, Program Management, Strategic Planning, Business Analysis, Change Management, Disaster Recovery, Risk Management, Leadership, Project Planning, Analysis
Education
University of Pennsylvania 1984 — 1986
BA, Economics / Political Science
Haverford High School
The Vanguard Group May 1987 - Present
Heery Casting 2014 - 2014
Heery Casting 2014 - 2014
831 Films 2014 - 2014
Skills
Six Sigma, CISSP, CBCP, Facilities Management, Management, IT Strategy, Vendor Management, IT Management, Process Improvement, Financial Analysis, Risk Assessment, Business Process..., Financial Risk, Financial Services, Governance, Enterprise Risk..., Project Management, Program Management, Strategic Planning, Business Analysis, Change Management, Disaster Recovery, Risk Management, Leadership, Project Planning, Analysis
Education
University of Pennsylvania 1984 — 1986
BA, Economics / Political Science
Haverford High School
David Heston's The Vanguard Group Experience July 2008 - Present
Job Communications Consultant at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group July 2008 - Present
Skills
Internal Communications, Public Speaking, Series 63, Coaching, Process Improvement, Marketing Strategy, Event Management
Education
University of Miami
Conestoga High School 1976 — 1979
The Vanguard Group July 2008 - Present
Skills
Internal Communications, Public Speaking, Series 63, Coaching, Process Improvement, Marketing Strategy, Event Management
Education
University of Miami
Conestoga High School 1976 — 1979
Herbert T. Bracy's The Vanguard Group Experience 1991 - 1997
Job Financial Services Professional
Industry Financial Services
Experience
PNC Global Investment Services 2008 - 2009
PNC GLOBAL INVESTMENT SERVICING (Formerly PFPC.) 1998 - 2009
PFPC INC 1998 - 2008
The Vanguard Group 1991 - 1997
Skills
Mutual Funds, Microsoft Excel, Investment Banking, Investments, Hedge Funds, Customer Service, Alternative Investments
Education
University of New Haven 1978 — 1982
BS, Business Administration
PNC Global Investment Services 2008 - 2009
PNC GLOBAL INVESTMENT SERVICING (Formerly PFPC.) 1998 - 2009
PFPC INC 1998 - 2008
The Vanguard Group 1991 - 1997
Skills
Mutual Funds, Microsoft Excel, Investment Banking, Investments, Hedge Funds, Customer Service, Alternative Investments
Education
University of New Haven 1978 — 1982
BS, Business Administration
Amanda Windischmann's The Vanguard Group Experience January 2008 - January 2010
Job Operations Manager Blue Ridge Mosquito Control
Industry Environmental Services
Experience
Vanguard January 2014 - December 2014
Vanguard January 2010 - January 2014
The Vanguard Group January 2008 - January 2010
Skills
Series 24, Series 7, Series 53, Series 63, Fixed Income, Mutual Funds, Financial Services, Investments, Securities, Equities, Wealth Management, Portfolio Management, Bloomberg, Asset Allocation
Education
University of Massachusetts, Amherst 1994 — 1998
Bachelor of Business Administration (BBA), Finance, General
Vanguard January 2014 - December 2014
Vanguard January 2010 - January 2014
The Vanguard Group January 2008 - January 2010
Skills
Series 24, Series 7, Series 53, Series 63, Fixed Income, Mutual Funds, Financial Services, Investments, Securities, Equities, Wealth Management, Portfolio Management, Bloomberg, Asset Allocation
Education
University of Massachusetts, Amherst 1994 — 1998
Bachelor of Business Administration (BBA), Finance, General
David Folsom's The Vanguard Group Experience June 2007 - February 2014
Job Senior Software Developer at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2014 - Present
The Vanguard Group June 2007 - February 2014
Skills
Java, XML, Software Development, SQL, Spring, Agile Methodologies, JavaScript, Spring Framework, Software Project...
Education
University of North Carolina at Charlotte 2003 — 2007
Bachelor of Science (BS), Computer Science
TIAA-CREF February 2014 - Present
The Vanguard Group June 2007 - February 2014
Skills
Java, XML, Software Development, SQL, Spring, Agile Methodologies, JavaScript, Spring Framework, Software Project...
Education
University of North Carolina at Charlotte 2003 — 2007
Bachelor of Science (BS), Computer Science
Shanique Jones's The Vanguard Group Experience June 2000 - Present
Job
Industry Financial Services
Experience
The Vanguard Group June 2000 - Present
Education
University of Phoenix
Bachelor's degree
The Vanguard Group June 2000 - Present
Education
University of Phoenix
Bachelor's degree
Randolph B. Smith's The Vanguard Group Experience September 1999 - August 2007
Job Marketing Communications Manager / Senior Editor Specializing in Institutional Markets and Investments
Industry Financial Services
Experience
TIAA-CREF May 2010 - Present
SunGard Availability Services September 2009 - May 2010
T. Rowe Price Associates September 2007 - April 2009
The Vanguard Group September 1999 - August 2007
Morgan Stanley Investment Management June 1998 - August 1999
The Vanguard Group May 1997 - August 1997
Philadelphia Daily News February 1991 - August 1995
The Wall Street Journal April 1989 - December 1990
Skills
Planning the editorial..., Managing and training..., Institutional writing..., Using research to..., Leading editorial..., Editing, Strategic Planning
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance
Yale University 1971 — 1976
B.A., Political Science
TIAA-CREF May 2010 - Present
SunGard Availability Services September 2009 - May 2010
T. Rowe Price Associates September 2007 - April 2009
The Vanguard Group September 1999 - August 2007
Morgan Stanley Investment Management June 1998 - August 1999
The Vanguard Group May 1997 - August 1997
Philadelphia Daily News February 1991 - August 1995
The Wall Street Journal April 1989 - December 1990
Skills
Planning the editorial..., Managing and training..., Institutional writing..., Using research to..., Leading editorial..., Editing, Strategic Planning
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance
Yale University 1971 — 1976
B.A., Political Science
Pia Lutz's The Vanguard Group Experience 2007 - Present
Job Business Support Center Training Supervisor at Vanguard
Industry Financial Services
Experience
Vanguard August 2013 - Present
The Vanguard Group 2007 - Present
Skills
Series 6, Series 63, Mutual Funds, 401k, Retirement, FINRA, Investments, Asset Allocation, Series 24, Management, Instructor-led Training, IRAs, Series 7, ETFs, Training
Education
University of Phoenix
Vanguard August 2013 - Present
The Vanguard Group 2007 - Present
Skills
Series 6, Series 63, Mutual Funds, 401k, Retirement, FINRA, Investments, Asset Allocation, Series 24, Management, Instructor-led Training, IRAs, Series 7, ETFs, Training
Education
University of Phoenix
Renee Linney's The Vanguard Group Experience 1997 - 2005
Job Team Manager at Aon Hewitt Associates
Industry Human Resources
Experience
Aon Hewitt September 2011 - Present
Telerx May 2011 - September 2011
Wachovia, A Wells Fargo Companyand August 2009 - May 2010
The KT Williams Group 2006 - 2010
TIAA-CREF 2005 - 2009
The Vanguard Group 1997 - 2005
Skills
Customer Service, Human Resources, Call Center, Project Management, Leadership, Insurance, Financial Services, Staff Development, Relationship Management, Workshop Facilitation, PeopleSoft, Process Improvement, Vendor Management, Change Management, Consulting, Training, Performance Management, Talent Acquisition, Risk Management, Coaching, Management, Team Building, Quality Assurance, Employee Benefits, Sales, Recruiting, Call Centers, Team Leadership, Strategic Planning, Temporary Placement, CRM
Education
University of North Carolina at Charlotte 2006 — 2007
Certificate, Project Management
University of North Carolina at Chapel Hill 1981 — 1985
BA, Public Policy
Aon Hewitt September 2011 - Present
Telerx May 2011 - September 2011
Wachovia, A Wells Fargo Companyand August 2009 - May 2010
The KT Williams Group 2006 - 2010
TIAA-CREF 2005 - 2009
The Vanguard Group 1997 - 2005
Skills
Customer Service, Human Resources, Call Center, Project Management, Leadership, Insurance, Financial Services, Staff Development, Relationship Management, Workshop Facilitation, PeopleSoft, Process Improvement, Vendor Management, Change Management, Consulting, Training, Performance Management, Talent Acquisition, Risk Management, Coaching, Management, Team Building, Quality Assurance, Employee Benefits, Sales, Recruiting, Call Centers, Team Leadership, Strategic Planning, Temporary Placement, CRM
Education
University of North Carolina at Charlotte 2006 — 2007
Certificate, Project Management
University of North Carolina at Chapel Hill 1981 — 1985
BA, Public Policy
Brian Donadio's The Vanguard Group Experience August 2002 - Present
Job Principal and Senior Counsel at Vanguard
Industry Financial Services
Experience
The Vanguard Group August 2002 - Present
Vanguard August 2002 - Present
Dechert LLP 2000 - 2002
Hon. Jay C. Waldman, U.S. District Court for the Eastern District of Pennsylvania 1999 - 2000
Washtenaw County Prosecutor's Office 1996 - 1997
Skills
Privacy Law, FINRA, Dispute Resolution, Litigation, Corporate Governance, Securities Regulation, Legal Writing, Private Investigations, Legal Research, Data Privacy, Securities, Mutual Funds, Courts, Corporate Law, Intellectual Property
Education
University of Michigan Law School 1996 — 1998
J.D., cum laude
University of Pennsylvania 1990 — 1994
B.A. with honors, Political Science
Lebanon High School
The Vanguard Group August 2002 - Present
Vanguard August 2002 - Present
Dechert LLP 2000 - 2002
Hon. Jay C. Waldman, U.S. District Court for the Eastern District of Pennsylvania 1999 - 2000
Washtenaw County Prosecutor's Office 1996 - 1997
Skills
Privacy Law, FINRA, Dispute Resolution, Litigation, Corporate Governance, Securities Regulation, Legal Writing, Private Investigations, Legal Research, Data Privacy, Securities, Mutual Funds, Courts, Corporate Law, Intellectual Property
Education
University of Michigan Law School 1996 — 1998
J.D., cum laude
University of Pennsylvania 1990 — 1994
B.A. with honors, Political Science
Lebanon High School
Bruce Spencer, CFP®'s The Vanguard Group Experience 2002 - 2004
Job Vice President Wealth Planner at SunTrust
Industry Financial Services
Experience
SunTrust Bank May 2013 - Present
TIAA-CREF September 2006 - May 2013
Vanguard 2004 - 2006
The Vanguard Group 2002 - 2004
Vanguard 1999 - 2002
Skills
Finance, 401k, Retirement, Series 7, Series 63, Strategic Financial..., Wealth Management, Financial Services, Series 6, Retirement Planning, Mutual Funds, Relationship Management
Education
University of North Carolina at Charlotte - Belk College of Business 1990 — 1996
BSBA, Finance
SunTrust Bank May 2013 - Present
TIAA-CREF September 2006 - May 2013
Vanguard 2004 - 2006
The Vanguard Group 2002 - 2004
Vanguard 1999 - 2002
Skills
Finance, 401k, Retirement, Series 7, Series 63, Strategic Financial..., Wealth Management, Financial Services, Series 6, Retirement Planning, Mutual Funds, Relationship Management
Education
University of North Carolina at Charlotte - Belk College of Business 1990 — 1996
BSBA, Finance
Annette Hurt's The Vanguard Group Experience April 2004 - December 2008
Job Inside Sales Representative at Electrolux North America
Industry Financial Services
Experience
Electrolux North America August 2014 - Present
Vanguard May 2010 - June 2011
Vanguard December 2008 - May 2010
The Vanguard Group April 2004 - December 2008
Vanguard November 1997 - April 2004
NYNEX December 1978 - June 1992
Skills
Retirement, IRAs, 401k, Series 63, FINRA, Mutual Funds, Leadership, Series 7, Defined Benefit, Customer Service, Investment Strategies, 403 b, Investments, Series 6, ETFs, Financial Services, Wealth Management, Securities, Asset Allocation, Employee Benefits, Retirement Planning, Fixed Annuities, Microsoft Excel, Microsoft Word, PowerPoint, Strategic Financial..., Credit, Relationship Management, Insurance, Retirement Plan..., Risk Management, Pensions, PeopleSoft, Benefits Administration, Finra Licensed..., Salesforce.com, AS400 Administration, Estate Planning, Estate Administration
Education
University of Massachusetts, Amherst 1972 — 1976
BSci, Speech Pathology
University of Massachusetts, Amherst 1972 — 1976
Bachelor of Sci, Speech Pathology
Electrolux North America August 2014 - Present
Vanguard May 2010 - June 2011
Vanguard December 2008 - May 2010
The Vanguard Group April 2004 - December 2008
Vanguard November 1997 - April 2004
NYNEX December 1978 - June 1992
Skills
Retirement, IRAs, 401k, Series 63, FINRA, Mutual Funds, Leadership, Series 7, Defined Benefit, Customer Service, Investment Strategies, 403 b, Investments, Series 6, ETFs, Financial Services, Wealth Management, Securities, Asset Allocation, Employee Benefits, Retirement Planning, Fixed Annuities, Microsoft Excel, Microsoft Word, PowerPoint, Strategic Financial..., Credit, Relationship Management, Insurance, Retirement Plan..., Risk Management, Pensions, PeopleSoft, Benefits Administration, Finra Licensed..., Salesforce.com, AS400 Administration, Estate Planning, Estate Administration
Education
University of Massachusetts, Amherst 1972 — 1976
BSci, Speech Pathology
University of Massachusetts, Amherst 1972 — 1976
Bachelor of Sci, Speech Pathology
tracie lammer's The Vanguard Group Experience February 2013 - Present
Job Senior Manager at Vanguard
Industry Financial Services
Experience
Vanguard October 2014 - Present
The Vanguard Group February 2013 - Present
Vanguard August 2010 - February 2013
The Vanguard Group August 2009 - August 2010
The Vanguard Group March 2004 - August 2009
The Vanguard Group March 2001 - March 2004
The Vanguard Group February 1999 - March 2001
Accenture April 1998 - February 1999
McMaster-Carr August 1997 - April 1998
Skills
Change Management, SDLC, Vendor Management, Process Improvement, Visio, Requirements Analysis, Risk Management, Project Management, Financial Services, Program Management, Business Process..., Leadership, Agile Methodologies, Mutual Funds, Strategic Planning, Business Analysis, Customer Service, Microsoft Office, Architectures, Analysis, Investments
Education
University of Pennsylvania 1995 — 1996
M Ed, Secondary Education
University of Pennsylvania 1991 — 1995
BA, English, Pre-Med
Vanguard October 2014 - Present
The Vanguard Group February 2013 - Present
Vanguard August 2010 - February 2013
The Vanguard Group August 2009 - August 2010
The Vanguard Group March 2004 - August 2009
The Vanguard Group March 2001 - March 2004
The Vanguard Group February 1999 - March 2001
Accenture April 1998 - February 1999
McMaster-Carr August 1997 - April 1998
Skills
Change Management, SDLC, Vendor Management, Process Improvement, Visio, Requirements Analysis, Risk Management, Project Management, Financial Services, Program Management, Business Process..., Leadership, Agile Methodologies, Mutual Funds, Strategic Planning, Business Analysis, Customer Service, Microsoft Office, Architectures, Analysis, Investments
Education
University of Pennsylvania 1995 — 1996
M Ed, Secondary Education
University of Pennsylvania 1991 — 1995
BA, English, Pre-Med
Timothy Moore, CFP®'s The Vanguard Group Experience April 2002 - November 2007
Job Financial Advisor with the practice of W. David Loose at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2013 - Present
TIAA-CREF November 2007 - February 2013
The Vanguard Group April 2002 - November 2007
Education
UNCC 1996 — 2002
BS Entreprenurial Management
Ameriprise Financial Services, Inc. April 2013 - Present
TIAA-CREF November 2007 - February 2013
The Vanguard Group April 2002 - November 2007
Education
UNCC 1996 — 2002
BS Entreprenurial Management
Dave Burleigh's The Vanguard Group Experience March 2001 - July 2008
Job Senior Facilities Manager at Lincoln Harris
Industry Facilities Services
Experience
Lincoln Harris April 2013 - Present
Ingersoll Rand August 2008 - September 2012
The Vanguard Group March 2001 - July 2008
UNC Charlotte July 1998 - April 2001
Skills
Facilities Management, Six Sigma, Operational Excellence, Process Improvement, HVAC, Operations Management, Vendor Management, Project Management, Change Management, Procurement, Continuous Improvement, Contract Management, Budgets, Contract Negotiation, Project Planning, Energy Management
Education
UNC Charlotte 1991 — 1993
Bachelor of Science, Mechanical Engineering
University of Utah 1985 — 1990
Mechanical Engineering
Lincoln Harris April 2013 - Present
Ingersoll Rand August 2008 - September 2012
The Vanguard Group March 2001 - July 2008
UNC Charlotte July 1998 - April 2001
Skills
Facilities Management, Six Sigma, Operational Excellence, Process Improvement, HVAC, Operations Management, Vendor Management, Project Management, Change Management, Procurement, Continuous Improvement, Contract Management, Budgets, Contract Negotiation, Project Planning, Energy Management
Education
UNC Charlotte 1991 — 1993
Bachelor of Science, Mechanical Engineering
University of Utah 1985 — 1990
Mechanical Engineering
joan straus's The Vanguard Group Experience September 1998 - May 2008
Job Chief Compliance Officer at Mill Creek Capital Advisors, LLC
Industry
Experience
Mill Creek Capital Advisors, LLC February 2009 - Present
The Vanguard Group September 1998 - May 2008
Education
University of Pennsylvania 1972 — 1976
BS
Mill Creek Capital Advisors, LLC February 2009 - Present
The Vanguard Group September 1998 - May 2008
Education
University of Pennsylvania 1972 — 1976
BS
Ryan Hinsey's The Vanguard Group Experience February 2007 - August 2010
Job Law Clerk for the Honorable Judge Christopher J. St. John at Mercer County Court of Common Pleas
Industry Law Practice
Experience
Mercer County Court of Common Pleas April 2014 - Present
Thomas Shannon Barry & Associates June 2012 - January 2014
University of Pittsburgh School of Law September 2011 - May 2013
Taxpayer Clinic, University of Pittsburgh School of Law September 2012 - December 2012
Tershel & Associates June 2011 - August 2011
The Vanguard Group February 2007 - August 2010
Skills
Legal Research, Legal Writing, Financial Analysis, Client Counseling, Client Representation
Education
University of Pittsburgh School of Law 2010 — 2013
J.D.
University of Pittsburgh 2002 — 2006
B.S.B.A, Finance, Accounting, cum laude
Mercer County Court of Common Pleas April 2014 - Present
Thomas Shannon Barry & Associates June 2012 - January 2014
University of Pittsburgh School of Law September 2011 - May 2013
Taxpayer Clinic, University of Pittsburgh School of Law September 2012 - December 2012
Tershel & Associates June 2011 - August 2011
The Vanguard Group February 2007 - August 2010
Skills
Legal Research, Legal Writing, Financial Analysis, Client Counseling, Client Representation
Education
University of Pittsburgh School of Law 2010 — 2013
J.D.
University of Pittsburgh 2002 — 2006
B.S.B.A, Finance, Accounting, cum laude
Douglas Grim, CFA's The Vanguard Group Experience December 2013 - Present
Job Senior Investment Strategist at Vanguard
Industry Financial Services
Experience
The Vanguard Group December 2013 - Present
The Vanguard Group August 2008 - November 2013
Vanguard November 2006 - August 2008
Vanguard February 2005 - November 2006
Citi June 2003 - February 2005
Vanguard February 2001 - June 2003
Skills
Asset Allocation, Investments, Portfolio Management, Mutual Funds, Series 63, Financial Services
Education
University of North Carolina at Wilmington 1996 — 2000
Bachelor's degree, Marketing
The Vanguard Group December 2013 - Present
The Vanguard Group August 2008 - November 2013
Vanguard November 2006 - August 2008
Vanguard February 2005 - November 2006
Citi June 2003 - February 2005
Vanguard February 2001 - June 2003
Skills
Asset Allocation, Investments, Portfolio Management, Mutual Funds, Series 63, Financial Services
Education
University of North Carolina at Wilmington 1996 — 2000
Bachelor's degree, Marketing
Ken Noblin's The Vanguard Group Experience May 2000 - Present
Job Software Developer at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group May 2000 - Present
Skills
Agile Methodologies, SQL, XML, Spring, Java, SDLC, JavaScript, Java Enterprise Edition, Software Development, Web Services, Business Analysis, Websphere, Requirements Analysis
Education
University of North Carolina at Charlotte 1998 — 2000
BS, Computer Science
University of Virginia 1988 — 1990
Civil Engineering
The Vanguard Group May 2000 - Present
Skills
Agile Methodologies, SQL, XML, Spring, Java, SDLC, JavaScript, Java Enterprise Edition, Software Development, Web Services, Business Analysis, Websphere, Requirements Analysis
Education
University of North Carolina at Charlotte 1998 — 2000
BS, Computer Science
University of Virginia 1988 — 1990
Civil Engineering
Jerome Miller's The Vanguard Group Experience January 2000 - January 2007
Job Client Investment Specialist at Wells Fargo
Industry Banking
Experience
Wells Fargo Advisors, LLCInvestment Client Service April 2007 - Present
The Vanguard Group January 2000 - January 2007
Education
University of Phoenix
Masters, Business Administration
Johnson C Smith University
BS, Business Administration
Wells Fargo Advisors, LLCInvestment Client Service April 2007 - Present
The Vanguard Group January 2000 - January 2007
Education
University of Phoenix
Masters, Business Administration
Johnson C Smith University
BS, Business Administration
Rachael Packer's The Vanguard Group Experience November 2007 - Present
Job Superviser at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group November 2007 - Present
Education
University of Pennsylvania 2006 — 2007
M.S.W, Social Work
The Vanguard Group November 2007 - Present
Education
University of Pennsylvania 2006 — 2007
M.S.W, Social Work
Chuck Gipe's The Vanguard Group Experience December 1997 - Present
Job Software Engineer at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group December 1997 - Present
Scott Paper June 1983 - August 1994
Skills
PeopleSoft, Process Improvement, Business Analysis, HTML, Program Management, Project Management, Microsoft Office, Visio, Microsoft Excel, SharePoint, Leadership, Vendor Management
Education
University of Pennsylvania
Computer Science
The Vanguard Group December 1997 - Present
Scott Paper June 1983 - August 1994
Skills
PeopleSoft, Process Improvement, Business Analysis, HTML, Program Management, Project Management, Microsoft Office, Visio, Microsoft Excel, SharePoint, Leadership, Vendor Management
Education
University of Pennsylvania
Computer Science
Heather Drebes's The Vanguard Group Experience September 2003 - Present
Job Client Relationship Associate at The Vanguard Group
Industry Financial Services
Experience
Phoenix Baptist Hospital June 2008 - Present
The Vanguard Group September 2003 - Present
Skills
Healthcare, Microsoft Word, PowerPoint, Customer Service, Microsoft Excel, Leadership, Microsoft Office, Time Management
Education
Apollo College 2006 — 2008
University of Phoenix 2000 — 2003
BS, Business Marketing
Phoenix Baptist Hospital June 2008 - Present
The Vanguard Group September 2003 - Present
Skills
Healthcare, Microsoft Word, PowerPoint, Customer Service, Microsoft Excel, Leadership, Microsoft Office, Time Management
Education
Apollo College 2006 — 2008
University of Phoenix 2000 — 2003
BS, Business Marketing
Garren Norman's The Vanguard Group Experience August 2005 - Present
Job Client Relationship Associate at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group August 2005 - Present
Vanguard October 2008 - September 2010
The Law Offices of Michael A. DeMayo August 1998 - August 2005
Education
University of Missouri-Columbia 1994 — 1996
Political Science
The Vanguard Group August 2005 - Present
Vanguard October 2008 - September 2010
The Law Offices of Michael A. DeMayo August 1998 - August 2005
Education
University of Missouri-Columbia 1994 — 1996
Political Science
Kristopher Bradley's The Vanguard Group Experience December 2007 - Present
Job Developer at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group December 2007 - Present
Skills
AJAX, Agile Methodologies, JSF, Java, Selenium, SDLC, JavaScript, Eclipse, Hudson, Nexus, Spring, Unix, Scrum, SQL, Business Analysis, DB2, XML, jQuery, HTML, CSS, LAMP, MySQL, PHP, Maven
Education
UNCC
Bachelor's degree, Software And Information Systems
The Vanguard Group December 2007 - Present
Skills
AJAX, Agile Methodologies, JSF, Java, Selenium, SDLC, JavaScript, Eclipse, Hudson, Nexus, Spring, Unix, Scrum, SQL, Business Analysis, DB2, XML, jQuery, HTML, CSS, LAMP, MySQL, PHP, Maven
Education
UNCC
Bachelor's degree, Software And Information Systems
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments