The Vanguard Group

Industry: Investment management company

Description

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

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The Vanguard Group Employees

Employee
Years
Job
Industry
Silpa Sarma Silpa Sarma San Francisco Bay Area Details
Silpa Sarma's The Vanguard Group Experience August 2005 - December 2006
Job Customer Support Business Group Finance
Industry Semiconductors
Experience
Lam Research  May 2014 - Present
Maxim Integrated Products  June 2011 - April 2014
M&T Bank  June 2010 - August 2010
Rochdale Investment Management  January 2007 - April 2009
The Vanguard Group   August 2005 - December 2006

Skills
Finance, Investments, Equities, Forecasting, Internal Audit, Budgets, Financial Services, Pricing, Six Sigma, Mutual Funds, Program Management, Equity Research, Risk Management, Cross-functional Team..., Corporate Finance, Financial Modeling, Financial Analysis, Business Strategy, Competitive Analysis, Valuation

Education
Cornell University - S.C. Johnson Graduate School of Management   2009 — 2011
Master of Business Administration (MBA)

University of Pennsylvania   2001 — 2005
BA, Economics, Mathematics

Jonecia Keels Jonecia Keels San Francisco Bay Area Details
Jonecia Keels's The Vanguard Group Experience June 2010 - August 2010
Job iOS Software Engineer at Apple
Industry Computer Software
Experience
Apple  August 2012 - Present
UniversityNow, Inc.   June 2012 - August 2012
Apple Inc.  May 2011 - September 2011
Spelman College  November 2007 - May 2011
The Vanguard Group   June 2010 - August 2010
University of Washington  June 2009 - August 2009
Georgia Institute of Technology  May 2008 - August 2008

Skills
Software Engineering, Programming, iOS development, Python, HTML, Computer Vision, C++, Robotics, Objective-C, Ruby on Rails, Machine Learning, Mobile Applications, PHP, Artificial Intelligence, Web Development, OpenCV, Embedded Systems, Wireless Networking, Web Games

Education
Columbia University - Fu Foundation School of Engineering and Applied Science   2010 — 2012
Bachelor of Science (B.S.), Computer Engineering

Spelman College   2007 — 2010
Bachelor of Science (B.S.), Computer Science

Joe Dietrick Joe Dietrick Greater Philadelphia Area Details
Joe Dietrick's The Vanguard Group Experience 1997 - 2003
Job Chief Compliance Officer and General Counsel
Industry Investment Management
Experience
AJO  June 2003 - Present
The Vanguard Group   1997 - 2003

Skills
FINRA, Hedge Funds, Derivatives, Securities Regulation, Asset Management, Equities, Corporate Governance, Alternative Investments, Securities, Investments

Education
Cornell Law School   1991 — 1994
JD

Penn State University   1986 — 1990
B S, Finance

Jonathan Bryda Jonathan Bryda Greater Boston Area Details
Jonathan Bryda's The Vanguard Group Experience April 2008 - December 2010
Job Sr. Relationship Manager, Sponsor Relations at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network  September 2013 - Present
LPL Financial  December 2010 - September 2013
The Vanguard Group   April 2008 - December 2010
The Vanguard Group   June 2007 - April 2008

Skills
Mutual Funds, Equities, ETFs, Fixed Annuities, Management, Budget, Series 7, Series 63, Strategic Financial..., Investments, Retirement Planning, Asset Allocation, Securities, 401k, Bloomberg, Financial Modeling, Financial Analysis, Asset Managment, Retirement, Wealth Management, Investment Advisory, Financial Advisory, FINRA, Investment Strategies, Finance, Uniform Combined State..., Asset Management

Education
Clemson University   2003 — 2007
BS

Xaverian Brothers High School   1999 — 2003

Shane W. McCormick, CFP®, AWMA®, CRPC® Shane W. McCormick, CFP®, AWMA®, CRPC® Greater Philadelphia Area Details
Shane W. McCormick, CFP®, AWMA®, CRPC®'s The Vanguard Group Experience October 1995 - July 1998
Job Partner and Senior Wealth Advisor at FPA Wealth Management
Industry Financial Services
Experience
Financial Planning Associates, LLC   September 2002 - Present
SEI Investments  January 1999 - September 2002
Pilgrim Baxter   1998 - 1999
The Vanguard Group   October 1995 - July 1998

Skills
Mutual Funds, Series 7, Asset Allocation, Wealth Management, Investments, Investment Advisory, Asset Managment, Alternative Investments, Investment Management, Strategic Financial..., Portfolio Management, Financial Advisory, Estate Planning, Investment Strategies, Equities, Retirement Planning, Separately Managed..., Securities, Retirement, 401k, Financial Services

Education
College for Financial Planning   2005 — 2010
CFP, CFP®, AWMA® and CRPC® Certification

Penn State University   1991 — 1995
BS, Finance

WC East High School   1987 — 1991
N/A

Ken Ostrow Ken Ostrow Niles, Illinois Details
Ken Ostrow's The Vanguard Group Experience August 1997 - August 2003
Job The Beer Guy
Industry Retail
Experience
Joseph Mullarkey Distributors  January 2015 - Present
Binny's Beverage Depot  June 2013 - January 2015
Ostrow Financial Partners   May 2010 - June 2013
First Brokerage America   November 2007 - January 2010
Northern Trust Securities  August 2003 - October 2007
The Vanguard Group   August 1997 - August 2003
Chicago Mercantile Exchange  1988 - 1992

Skills
Licensed Life & Health..., Experienced Investor &..., Notary Public, Series 6, Health, FINRA, Dental, 401k Rollovers

Education
Keller Graduate School of Management of DeVry University   1998 — 2001
MBA, Finance

Columbia College Chicago   1986 — 1990
BA, Marketing Communications

Lane Tech   1982 — 1986

Jeff VerHelst Jeff VerHelst Phoenix, Arizona Details
Jeff VerHelst's The Vanguard Group Experience 2007 - Present
Job Operations at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group   2007 - Present
West Michigan Commodities   1998 - 2007

Skills
Series 7, Series 63, Series 6, Formerly Series 3..., Customer Relations, Investments, Portfolio Management, Asset Management, Risk Management, Mutual Funds, Fixed Income, Trading, Retirement Planning, Financial Analysis, Retirement

Education
Central Michigan University   1971 — 1976
Bachelor of Science, Education

David S. Smith David S. Smith Ephrata, Pennsylvania Details
David S. Smith's The Vanguard Group Experience February 2000 - July 2008
Job
Industry Information Technology and Services
Experience
Cortez Enterprises, Inc.   March 2013 - Present
Winning Wealth Services   January 2005 - Present
Phoenix Contact  March 2012 - March 2013
D&E Communications  July 2008 - January 2010
Windstream (formerly D&E Communications)   2008 - 2010
The Vanguard Group   February 2000 - July 2008

Skills
Project Management, IT Management, Management, Change Management, Strategic Planning, Process Improvement, Data Center, Integration, Leadership, Telecommunications, IT Strategy, Disaster Recovery, Team Management, Six Sigma, Governance, System Administration, Operations Management, Security, Vendor Management, Databases, IT Operations, Program Management, Troubleshooting, Enterprise Architecture, Budgets, Management Consulting, IT Service Management, Business Strategy, Business Analysis, Testing, Recruiting, Strategy, Human Resources, CRM, Team Leadership, Cross-functional Team..., Executive Management, Business Intelligence, Business Process..., Call Centers, SDLC

Education
Penn State University   2003 — 2005
Masters

Clarion University of Pennsylvania   1996 — 1999
Bachelor of Science

Eastern University

palmer theological seminary

Malcolm Leverett Malcolm Leverett Philadelphia, Pennsylvania Details
Malcolm Leverett's The Vanguard Group Experience December 2013 - Present
Job Vanguard Accelerated Development Program
Industry Financial Services
Experience
The Vanguard Group   December 2013 - Present
Post-Newsweek Stations  June 2010 - June 2014
The Vanguard Group   May 2013 - August 2013
Management Leadership for Tomorrow  August 2012 - August 2013
OTR Global  January 2013 - March 2013
Beringea Limited  May 2010 - June 2010

Education
Dartmouth College   2010 — 2014
Bachelor of Arts (B.A.), Economics; Hispanic Studies

Detroit Country Day School   2006 — 2010

Nolan Jones Nolan Jones Greater Philadelphia Area Details
Nolan Jones's The Vanguard Group Experience January 1992 - April 2000
Job Senior Consultant, Business Intelligence at Anexinet
Industry Information Technology and Services
Experience
Anexinet  March 2013 - Present
Accenture  August 2011 - March 2013
Boeing  October 2010 - August 2011
Lockheed Martin  April 2003 - August 2010
MEDecision  June 2000 - April 2003
The Vanguard Group   January 1992 - April 2000
United States Marine Corps Reserve  December 1986 - December 1992
TVSM - Cable Guide   1989 - 1992

Skills
Java, SQL, C++, C#, Web Services, XSL, MySQL, DB2, Sybase, XML, SSRS, JSP, Software Development, Requirements Analysis, Unix

Education
Pennsylvania State University-Great Valley Graduate Center   2004 — 2006
MSE, Software Engineering

Delaware State University   1984 — 1989
BS, Math\Computer Science

Overbrook High School

Alex DiLiberto Alex DiLiberto Charlotte, North Carolina Details
Alex DiLiberto's The Vanguard Group Experience June 2008 - May 2013
Job Web Developer at Ally Financial Inc.
Industry Information Technology and Services
Experience
Ally Financial Inc.  May 2013 - Present
The Vanguard Group   June 2008 - May 2013
Benefitfocus  May 2007 - August 2007

Skills
Ember.js, JavaScript, Web Applications, jQuery, CSS, REST, Java, JSON, Git, HTML, AJAX, Web Development, Compass, Github, Open Source, User Experience, Web Standards, Browsers, User Interface..., DOM, SASS, Front End Developers, Web Performance

Education
Clemson University   2004 — 2008
BS, Computer Engineering

Cheryl Kaplan Cheryl Kaplan State College, Pennsylvania Area Details
Cheryl Kaplan's The Vanguard Group Experience 2002 - 2004
Job Director of Talent Management at Penn State University
Industry Professional Training & Coaching
Experience
Penn State University  May 2014 - Present
Aramark  January 2013 - April 2014
Aramark  July 2007 - January 2013
Aramark  May 2005 - July 2007
The Vanguard Group   2002 - 2004
The Vanguard Group   2001 - 2002
Penn State University  1990 - 2000

Skills
Coaching, Talent Management, Facilitation, Leadership Development, Leadership, Organizational..., Team Building, Employee Training, Program Management, Succession Planning, Change Management, Adult Education, Performance Management, Strategic Planning, 360 Feedback, Executive Team Coaching, Executive Coaching, Needs Assessment, Career Development, Consulting, Emotional Intelligence, Conflict Resolution, Career Counseling

Education
Cornell University   1985 — 1988
M.P.S. Communication

State University of New York at Albany   1980 — 1984
B.A., Organizational Studies

Paul McClatchy, MBA, CFP® Paul McClatchy, MBA, CFP® Greater Philadelphia Area Details
Paul McClatchy, MBA, CFP®'s The Vanguard Group Experience April 1989 - June 2005
Job Comprehensive Wealth Management Education, Accumulation & Preservation of Wealth
Industry Financial Services
Experience
Sterling Investment Advisors, Ltd.   December 2013 - Present
McClatchy Services   August 2012 - December 2013
eMoney Advisor, LLC.   July 2005 - August 2012
The Vanguard Group   April 1989 - June 2005

Skills
Investments, Strategic Financial..., Retirement, Strategic Planning, CRM, Relationship Management, Business Strategy, Leadership, Financial Services, Business Development, Wealth Management, Strategy, Customer Service, Analysis, Estate Planning, Risk Management, Financial Advisory, Asset Management, Team Leadership, Project Management, Project Planning, Financial Planning, Customer Relations, Strategic Analysis, Team Building, Technology Research, New Business Development, Group Presentations

Education
Saint Joseph's University   2012 — 2013
Master of Business Administration (MBA)

College for Financial Planning   1996 — 1998

Furman University   1984 — 1988
Bachelor of Arts, Business Administration

Malvern Preparatory School   1980 — 1984
High School

St. Monica's Parochial School

Waldron Academy

Lindsey Musselman Lindsey Musselman Greater Philadelphia Area Details
Lindsey Musselman's The Vanguard Group Experience May 2006 - June 2007
Job Senior Manager, Culture & Employee Engagement at Vanguard
Industry Financial Services
Experience
Vanguard  July 2014 - Present
Vanguard  October 2012 - July 2014
Deloitte & Touche  February 2011 - October 2012
Deloitte Consulting  September 2009 - February 2011
Deloitte Consulting  2008 - 2008
The Vanguard Group   May 2006 - June 2007
The Vanguard Group   June 2004 - May 2006

Skills
Executive Development, Talent Management, Strategic Planning, Business Strategy, Management Consulting, Process Improvement, Project Management, Organizational..., Program Management, Change Management, Business Analysis, Executive Coaching, Strategy, Leadership Development

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2007 — 2009
MBA

Dartmouth College   2000 — 2004
Bachelor of Arts, Economics and Sociology

Edward (Ted) Braun, CFP® Edward (Ted) Braun, CFP® Greater Philadelphia Area Details
Edward (Ted) Braun, CFP®'s The Vanguard Group Experience July 2011 - March 2013
Job Manager Financial Advisor Services at Vanguard
Industry Financial Services
Experience
Vanguard  June 2014 - Present
Vanguard  March 2013 - June 2014
The Vanguard Group   July 2011 - March 2013
The Vanguard Group   February 2010 - July 2011
The Vanguard Group   May 2008 - February 2010
The Vanguard Group   April 2007 - May 2008
Apria Healthcare - (Apria Pharmacy Network)   March 2006 - April 2007
Apria Healthcare - (Apria Pharmacy Network)   May 2005 - March 2006

Skills
Mutual Funds, Investments, Finance, Training, Relationship Management, CRM, Series 63, Insurance, Retirement, Coaching, New Business Development, Microsoft Excel, Process Improvement, Customer Service, Microsoft Office, Call Centers, Business Development, Call Center, Financial Analysis, Data Analysis, Adobe Connect, Leadership, Financial Services, Project Management, Retirement Planning, Financial Planning, Operations Management, Series 6, Analysis, Management, Sales

Education
Kaplan University   2014 — 2015
Financial Planning Education Program, Financial Planning and Services

Strayer University   2008 — 2013
Bachelor of Business Administration, Management

Delaware County Community College   2002 — 2006
Associate of Business Administration, Finance

Charles Blum, SPHR Charles Blum, SPHR Greater New York City Area Details
Charles Blum, SPHR's The Vanguard Group Experience September 1992 - June 2000
Job Communications & Change Management Executive
Industry Financial Services
Experience
Federal Reserve Bank of New York  September 2011 - Present
Barclays Capital  November 2010 - May 2011
Maersk Line  July 2008 - September 2010
Maersk Line  April 2007 - June 2008
Maersk Inc.  April 2004 - March 2007
eLoyalty  July 2000 - April 2004
The Vanguard Group   September 1992 - June 2000

Skills
CRM, Performance Management, Strategy, Partnerships, Change Management, Internal Communications, Organizational Design, Strategic Communications, Business Strategy, Human Resources, Business Process..., Corporate Communications, Management Consulting, Culture Change, Knowledge Management, Business Transformation, Organizational..., Process Improvement, Cross-functional Team..., Leadership, Employee Engagement, Management, Project Management

Education
Cornell University - Johnson Graduate School of Management   2010 — 2010
Certificate Program

Pennsylvania State University-Great Valley Graduate Center   1996 — 1998
Master of Business Administration

Shippensburg University of Pennsylvania   1988 — 1992
BSBA

Celeste Montgomery Celeste Montgomery Greater Philadelphia Area Details
Celeste Montgomery's The Vanguard Group Experience July 2012 - Present
Job Marketing Manager at Vanguard
Industry Financial Services
Experience
The Vanguard Group   July 2012 - Present
Enchantment Theatre Company  October 2014 - 2015
The Vanguard Group   August 2011 - July 2012
The Vanguard Group   August 2006 - July 2011
The Vanguard Group   December 1998 - August 2006
Mercer Medical Center  November 1993 - November 1998
AIDS Resource Foundation for Children  March 1991 - May 1993
St. Lawrence Rehabilitation Center  March 1987 - February 1989

Skills
Marketing Strategy, Strategic Planning, Strategic Communications, Marketing Communications, Internal Communications, Project Planning, Public Relations, Financial Services, Retirement Planning, 401k, Asset Allocation, Mutual Funds, Retirement, Asset Management, Editing, Employee Benefits, Newsletters, Management

Education
Clarion University of Pennsylvania   1979 — 1983
B.S., Communicatons

Walker Williams Walker Williams Denver, Colorado Details
Walker Williams's The Vanguard Group Experience June 2004 - November 2005
Job Vice President Director, Alternatives Business Development
Industry Investment Management
Experience
AB  September 2014 - Present
AB  July 2011 - September 2014
Neuberger Berman  August 2010 - July 2011
Maple Resources Corporation   May 2009 - July 2010
Janus Capital Group  May 2007 - June 2009
AB  November 2005 - May 2007
The Vanguard Group   June 2004 - November 2005

Skills
Equities, Mutual Funds, Investments, Fixed Income, Capital Markets, Strategy, Product Management, Strategic Planning, Financial Services, Series 7, Hedge Funds, Series 63, Management, UCITS, Investment Management, Portfolio Management, Alternative Investments, Asset Management, Finance, Asset Allocation

Education
Emory University - Goizueta Business School   2011 — 2013
Master of Business Administration (MBA)

Cornell University   2000 — 2003
Bachelor of Science (BS), Industrial and Labor Relations

Peter Valentine Peter Valentine Baltimore, Maryland Area Details
Peter Valentine's The Vanguard Group Experience May 2001 - June 2007
Job VP Relationship Manager at T Rowe Price
Industry Financial Services
Experience
T Rowe Price  June 2007 - Present
The Vanguard Group   May 2001 - June 2007
Vanguard  2001 - 2007
PwC Consulting  May 1994 - May 2001
Dun + Bradstreet Company   1984 - 1994

Skills
401k, Series 63, Series 6, Mutual Funds, Series 7, Retirement, Defined Contribution, Retirement Plan..., ERISA, Profit Sharing, Asset Allocation

Education
College for Financial Planning   2001 — 2004
MS, Personal Financial Planning

University of Tampa   1996 — 2001
BS, Finance

Joey Gibalski Joey Gibalski Chicago, Illinois Details
Joey Gibalski's The Vanguard Group Experience July 2007 - February 2010
Job Trader at Southland Trading Co
Industry Capital Markets
Experience
Southland Trading Co   October 2014 - Present
Toji Trading Group   September 2011 - September 2014
YBM ECC  August 2010 - August 2011
The Vanguard Group   July 2007 - February 2010

Skills
Bloomberg, Proprietary Trading, Options Strategies, Futures Trading, Hedge Funds, Bonds, Trading

Education
Dartmouth College   2003 — 2007
BA, Economics

Jason Satterwhite Jason Satterwhite Charlotte, North Carolina Area Details
Jason Satterwhite's The Vanguard Group Experience June 2000 - Present
Job Owner at Jason Satterwhite Photography
Industry Financial Services
Experience
Jason Satterwhite Photography   2005 - Present
The Vanguard Group   June 2000 - Present

Skills
Social Media, Sales, Online Advertising, PowerPoint, User Experience, Microsoft Excel, Advertising, Customer Service, Microsoft Office, Microsoft Word, Adobe Creative Suite, Photoshop, Adobe Lightroom, Photography, Videography, Social Media Marketing, 401k

Education
Clemson University   1995 — 2000
BS, Finance

Diane (Houlihan) Streleckis Diane (Houlihan) Streleckis Greater Philadelphia Area Details
Diane (Houlihan) Streleckis's The Vanguard Group Experience December 2004 - Present
Job Senior Writer at Vanguard
Industry Financial Services
Experience
The Vanguard Group   December 2004 - Present
blue plate minds   2004 - 2004
Spring-Ford Reporter   April 1999 - January 2003
Softmart  1997 - 2001
Benefit Plan Partners   February 1995 - December 1996
Mellon Bank  1994 - 1996
ECRI  1993 - 1994
HRN  1990 - 1993
Coopers & Lybrand  July 1986 - December 1989
Suky Rosan   1987 - 1989

Skills
Proofreading, Editing, Web Content, Strategy, Marketing Communications, Proposal Writing, Email Marketing, Social Media, Content Management, Research, Digital Marketing, Direct Marketing, Integrated Marketing, Leadership, Marketing, Technical Writing, Fundraising, New Business Development, Sales, Feature Articles, Process Improvement, Digital Media, Crisis Communications, Project Management, Direct Mail, Competitive Analysis, Multimedia, Training, Communications Planning, Instructional Design, Higher Education, Newspapers, Content Strategy, Knowledge Management, News Writing, Editorial, Books, Video, Knowledge Base..., Writing, Content Marketing, Financial Services, Creative Strategy, Newsletters, Social Media Marketing, Copywriting, Microsoft Office, Facebook, Copy Editing

Education
La Salle University   1984 — 1986
BA, English-Writing

Delaware County Community College   1982 — 1984
AA, Liberal Arts

Marlo Zappley, M.S., MBA Marlo Zappley, M.S., MBA Charlotte, North Carolina Area Details
Marlo Zappley, M.S., MBA's The Vanguard Group Experience September 2010 - November 2013
Job OTC Derivatives Operations Analyst at Bank of America at Collabera
Industry Financial Services
Experience
Collabera  August 2015 - Present
RemX Financial Staffing  September 2014 - May 2015
Goombay Adventurers   April 2014 - May 2015
The Vanguard Group   September 2010 - November 2013
Kelly Healthcare Resources  June 2009 - September 2009
OTC-BMC Insurance Agency   July 2008 - May 2009

Skills
Employee Benefits, Financial Services, Mutual Funds, Benefits Administration, Retirement Planning, Internal Communications, Health Care Reform, 401k, Insurance, Series 7, Deferred Compensation, Employee Relations, Strategic Financial..., Health Insurance, Risk Management, Human Resources, Mergers, Retirement, Relationship Management, Leadership, Series 6, Investments

Education
University of Maryland University College   2009 — 2011
MBA, Business Administration

University of Maryland University College   2007 — 2009
Masters of Science, Human Resources Management

University of Maryland University College   2003 — 2007
BA, Communication Studies

Delaware State University   1993 — 1995

Carol Boncelet Carol Boncelet Greater Philadelphia Area Details
Carol Boncelet's The Vanguard Group Experience February 1985 - 1986
Job Vice President, Capital Campaign at Girl Scouts of the Chesapeake Bay Council, Inc.
Industry Retail
Experience
Girl Scouts of the Chesapeake Bay Council, Inc.   February 2014 - Present
Supporting Kidds  October 2011 - February 2014
Chris Coons for Senate  February 2010 - November 2010
Village Imports   September 2000 - July 2008
Delmarva Power  September 1989 - June 1998
Marine Midland Bank, HSBC  1986 - 1989
The Vanguard Group   February 1985 - 1986
New York Power Authority  June 1982 - January 1985

Skills
Project Management, Marketing Management, Business Operations, Philanthropy, Public Speaking, Program Development, Public Relations, Community Outreach, Social Media, Event Management, Program Management, Leadership Development, Community Development, Social Networking, Public Policy, Higher Education, Strategic Communications, Grants, Newsletters, Government, Budgets, Leadership, Policy, Marketing, Board Development, Grassroots Organizing, Facebook, Policy Analysis, Organizational..., Research

Education
Princeton University   1980 — 1983
M.P.A., Woodrow Wilson School of Public and International Affairs

Cornell University   1976 — 1980
B.S., Applied and Engineering Physics

Justin Mathew, PMP, CSSBB Justin Mathew, PMP, CSSBB Greater Philadelphia Area Details
Justin Mathew, PMP, CSSBB's The Vanguard Group Experience May 2008 - Present
Job Manager at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group   May 2008 - Present
UST Global  August 2000 - May 2008

Skills
Software Project..., SDLC, PMP, Enterprise Software, Project Management, Agile Project Management, IT Strategy, Business Analysis, Agile Methodologies, Global Delivery, Data Warehousing, CMMI, Requirements Analysis, Solution Architecture, Lean, BDM, Business Solutions..., Corporate Strategy..., Collaborative Problem..., Contract Negotiation, Global Sourcing, Business Process..., Integration, Business Process, Cross-functional Team..., MS Project, IT Service Management, IT Outsourcing, Software Quality..., Six Sigma Black Belt

Education
Villanova University   2012 — 2012
Graduate Certificate in Lean Six Sigma Black Belt

Cochin University of Science and Technology   1996 — 2000
B Tech, Computer Engineering

Doug Filter Doug Filter Greater Denver Area Details
Doug Filter's The Vanguard Group Experience 1997 - 2002
Job Director, Financial Consultants at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  April 2014 - Present
Denver Jobs Network   March 2010 - Present
High Point Financial Group, LLC   April 2009 - March 2014
OppenheimerFunds  July 2004 - January 2009
Echostar  October 2002 - July 2004
The Vanguard Group   1997 - 2002

Skills
Positivity, Visionary, Strategic Thinking, Belief, Connector, Retirement Planning, Asset Managment, Long Term Care Insurance, Life Insurance, Leadership, Relationship Management, 401k Rollovers, Management, Customer Satisfaction, Strategic Planning, Program Management, Mutual Funds, Investments, Asset Management, Leadership Development, Project Management, Recruiting, Employee Benefits, Process Improvement, Risk Management, Series 6, Strategy, Connectors, B2B, Contract Negotiation, Strategic Financial..., Executive Management, Insurance, Operations Management, Cross-functional Team..., Financial Analysis, 401k, Public Speaking, Finance, Change Management, Series 7, Business Planning, Networking, Call Centers, Securities, Portfolio Management, Financial Advisory, Mergers & Acquisitions, Customer Service, Product Management

Education
Cedarville University   1986 — 1990
BA, Accounting, minor in Bible

Saint Joseph's University
MBA, Management, Finance

Jon Lemonds Jon Lemonds Charlotte, North Carolina Area Details
Jon Lemonds's The Vanguard Group Experience December 2007 - September 2013
Job Municipal Trader at Millennium Advisors, LLC
Industry Financial Services
Experience
Millennium Advisors, LLC   October 2013 - Present
The Vanguard Group   December 2007 - September 2013
Salin Bank & Trust  December 2005 - November 2007

Skills
Municipal Bonds, Trading, Investments, Series 7, Series 53, Series 63, Bonds, Bloomberg, Securities, Relationship Management, Credit Analysis, Banking, ETFs, Equities, Corporate Bonds, Mutual Funds

Education
Cornell University
Certificate, Financial Management

Keller Graduate School of Management of DeVry University   2008 — 2011
Masters, Accounting & Financial Management CFA emphasis

Purdue University   1999 — 2005
Bachelors of Science, Financial Planning

Eileen Dormuth Eileen Dormuth Greater New York City Area Details
Eileen Dormuth's The Vanguard Group Experience January 2001 - February 2006
Job Director, Instructional Design at Guidemark Health
Industry Human Resources
Experience
Guidemark Health  July 2015 - Present
American Society of Training & Development - MidNJ Chapter   January 2011 - Present
Ally Solutions Group  January 2012 - July 2015
Dormuth Consulting, LLC   July 2011 - July 2015
Bristol-Myers Squibb  April 2008 - March 2011
ETS  June 2006 - February 2008
The Vanguard Group   January 2001 - February 2006
Merrill Lynch  December 1996 - November 2000
MetLife  1995 - 1996
AchieveGlobal / Zenger Miller   1990 - 1995

Skills
Client Relationship..., Leadership Development, Performance Consulting, Performance Management, Instructional Design, Large Group Facilitation, Training Delivery, Team Building, Coaching, Gap Analysis, Project Planning, After Action Reviews, Presentation Preparation, Change Management, Organizational..., Program Management, Workshop Facilitation, Training, Talent Management, Strategy, Leadership, Organizational..., Personnel Management, Management Consulting, Management, Project Management, Strategic Planning

Education
Pennsylvania State University-Great Valley Graduate Center   1994 — 1995
Masters, Instructional Systems and Performance Technology

Chestnut Hill College   1973 — 1977
BS Ed, Education/Music

Cardinal Dougherty High School   1969 — 1973
HS Diploma, Academic/Honors Society

Tony Spano Tony Spano Washington D.C. Metro Area Details
Tony Spano's The Vanguard Group Experience 2002 - 2003
Job Certified Financial Planner™ practitioner at McGladrey
Industry Investment Management
Experience
McGladrey  June 2003 - Present
The Vanguard Group   2002 - 2003

Skills
Wealth Management, Retirement Planning, Wealth, Small Business, Strategic Financial..., Employee Benefits, Financial Planning, Investment Advisory, 401k, Investment Management, Trusts, Asset Management, Insurance Planning, Estate Planning, Asset Allocation

Education
University of Delaware   1998 — 2002
Bachelor of Business Administration (B.B.A.), Accounting and Finance

College for Financial Planning   2004 — 2004
Certified Financial Planner Program, Financial Planning and Services

Vicki Korman Vicki Korman Greater Philadelphia Area Details
Vicki Korman's The Vanguard Group Experience March 2000 - February 2005
Job Server at La Terrazza Italiano Restaurant
Industry Restaurants
Experience
La Terrazza Italiano Restaurant   January 2013 - Present
McCormick and Schmick's  September 2011 - December 2012
The Vanguard Group   March 2000 - February 2005

Skills
Restaurants, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Social Media, Telephone Skills, Data Entry, Customer Satisfaction, Training, Employee Relations, Social Networking, Time Management, Outlook

Education
upper darby high school   1983 — 1986
Diploma

Delaware County Community College

Eric Pannell, MBA, PMP Eric Pannell, MBA, PMP Charlotte, North Carolina Area Details
Eric Pannell, MBA, PMP's The Vanguard Group Experience July 2005 - January 2008
Job Sr. Consultant
Industry Information Technology and Services
Experience
Wells Fargo  June 2010 - Present
The Newport Group  2014 - 2014
The Newport Group  2014 - 2014
Rollover Systems, Inc.   January 2008 - July 2010
The Vanguard Group   July 2005 - January 2008
Charlotte Chamber of Commerce  December 2003 - February 2005
Enterprise Rent A Car  December 2002 - December 2003

Skills
SDLC, Business Process..., Business Analysis, Visio, Business Process, Requirements Gathering, Change Management, SharePoint, Management, Business Requirements, MS Project, Customer Service, Process Improvement, Resource Management, Risk Management, Analysis, Scope Management, Software Project..., Conflict Resolution, Product Requirements, Requirements Analysis, Time Management, Project Planning, PMO, Team Leadership, Business Management, Team Building, Agile, Documentation, Problem Solving, Management Consulting, Risk Mitigation, Customer Relations, Waterfall, PMBOK, PMP, HTML 5, CSS, Oracle Applications

Education
Central Piedmont Community College   2013 — 2015
Associate of Arts and Sciences (AAS), Computer Integration (Database Analysis/Programming)

Columbia Southern University   2009 — 2010
MBA, Project Manager

Strayer University   2006 — 2008
Master of Business Administration, Management

Bluefield State College   1997 — 2002
BS, Business Administration

Bluefield High School   1994 — 1997

Ricardo Daley, MBA Ricardo Daley, MBA Phoenix, Arizona Area Details
Ricardo Daley, MBA's The Vanguard Group Experience January 2010 - October 2010
Job Investment Banking Analyst | CFA Level I Candidate rdaley25@yahoo.com 440.915.5648
Industry Financial Services
Experience
USAA  August 2013 - Present
USAA  August 2011 - August 2013
The Vanguard Group   January 2010 - October 2010
Waddell & Reed  August 2008 - January 2010
Merrill Lynch  June 2006 - August 2008
National City Bank  April 2005 - June 2006
Key Bank/McDonald Financial Group   November 2000 - December 2004

Skills
Financial Modeling, Valuation, New Business Development, Financial Analysis, Financial Consulting, Mutual Funds, DCF LBO Analysis, Financial Advisory, Uniform Combined State..., Series 7, Mergers & Acquisitions, Needs Analysis, Finance, Investment Strategies, Wealth Management

Education
Keller Graduate School of Management of DeVry University   2010 — 2012
MBA, Finance

The Investment Banking Institute, Los Angeles, CA   2010 — 2010
Designation/Certificate, Financial Modeling and Valuation

Cleveland State University   2005 — 2005
MBA Courses/Operations Management

Thiel College   1994 — 1998
Bachelor of Arts, Accounting and Finance

Jennifer Joffe Jennifer Joffe Kansas City, Missouri Area Details
Jennifer Joffe's The Vanguard Group Experience March 1999 - July 2008
Job Criminal Document Specialist
Industry Financial Services
Experience
Multi Service  July 2014 - Present
The Traffic Law Center   March 2011 - January 2013
Julie Desiderio Photography   August 2008 - February 2010
The Vanguard Group   March 1999 - July 2008

Skills
Excel, Word, PowerPoint, Administrative Support, Data Entry, Access, Microsoft Office, Outlook, Scheduling, Customer Service, Time Management, Customer Relations, Research, Marketing Materials, Teamwork, Administrative..., Management, Leadership, Microsoft Excel, Microsoft Word, Process Scheduler

Education
Kutztown University of Pennsylvania   1995 — 1998
B.A., Speech Communication

Delaware County Community College   1991 — 1994
Associates in Liberal Arts, Associates in Business Management

Susan M. Schmidt Susan M. Schmidt Greater Philadelphia Area Details
Susan M. Schmidt's The Vanguard Group Experience August 2010 - Present
Job Administrative Associate at The Vanguard Group
Industry Investment Management
Experience
The Vanguard Group   August 2010 - Present
Pfizer  November 2008 - August 2010
Pfizer  November 2001 - November 2008
R.D. Raab & Associates   February 2000 - May 2001
Cahners Publishing  September 1980 - December 1999
CAHNERS BUSINESS INFORMATION, (Formerly Chilton Company)   January 1980 - January 1999

Skills
Marketing, Administrative..., Customer Service, Outlook, Management

Education
Delaware County Community College   1991 — 1995
Assoc., Business Management

Delaware Community College
Associates Degree, Business Management

Micro Center

Wyeth Pharmacueticals

Ralph Packard Ralph Packard Greater Philadelphia Area Details
Ralph Packard's The Vanguard Group Experience 1986 - 2008
Job Financial Professional
Industry Financial Services
Experience
Malvern Bancorp, Inc., and Malvern Federal Savings Bank   February 2014 - Present
Drummers Lane Realty   2009 - Present
Madison Square Realty   2008 - Present
Curious & Company   April 2010 - Present
Renovation Gardens   April 2008 - Present
ICI Mutual Insurance Company  1990 - 2010
The Vanguard Group   1986 - 2008
Main Line Chamber Foundation   2001 - 2007
Main Line Chamber of Commerce   1996 - 2005
Society for Savings Bank   1978 - 1986

Skills
Finance, Strategic Financial..., Asset Managment, Financial Analysis, Management, Strategic Planning, Executive Management, Investments, Business Process..., Leadership, CPA, Financial Planning, Financial Accounting, Real Estate Management, Tax Planning, Fixed Income, Financial Reporting, Accounting, Financial Services, Risk Management, Mergers & Acquisitions, Portfolio Management, Due Diligence, Insurance, Mutual Funds, Financial Risk, Corporate Finance, Managerial Finance, Auditing, Asset Management, Cash Flow, Private Equity, Financial Modeling, Internal Audit, Financial Advisory, Cash Management, Valuation, Tax, Restructuring

Education
Cornell University - Johnson Graduate School of Management   1967 — 1969
MBA

College of the Holy Cross   1963 — 1967
BA

Steve Visserman, CFP® Steve Visserman, CFP® Charlotte, North Carolina Area Details
Steve Visserman, CFP®'s The Vanguard Group Experience May 2008 - December 2013
Job Manager, Asset Management Services at The Vanguard Group
Industry Financial Services
Experience
Vanguard  December 2013 - Present
The Vanguard Group   May 2008 - December 2013
The Vanguard Group   November 1999 - April 2008
The Vanguard Group   1999 - 2008
atWork Office Furniture   March 1992 - August 1999
Lovers Office Furniture   November 1988 - March 1992
Northern Trust  May 1987 - November 1988

Skills
Series 7, Investments, Strategic Financial..., Series 63, Series 24, Financial Planners, Series 65, Investment Advisory, High Net Worth..., FINRA, Management, Mutual Funds, Retirement, Financial Advisory, Financial Services, Asset Management, Retirement Planning, Wealth Management, Certified Financial...

Education
Saint Joseph's University   2006 — 2008
MBA, In Progress

Queens University of Charlotte   2001 — 2002
CFP Curriculum, Financial Planning

Cornerstone University   1983 — 1987
BS, Business Administration/Accounting

Wheaton College   1981 — 1985

Wheaton Academy   1976 — 1984

Grace College & Seminary   1981 — 1982

Wheaton Academy (Christian High School)   1977 — 1981
GED

Wheaton Christian High School   1977 — 1981

Wheaton Christian High School   1977 — 1981
High School Diploma

Aby Mattathu Aby Mattathu Houston, Texas Area Details
Aby Mattathu's The Vanguard Group Experience July 2008 - January 2012
Job Product Management Advisor at Shell
Industry Oil & Energy
Experience
Shell  January 2012 - Present
The Vanguard Group   July 2008 - January 2012
ECS Financials   October 2006 - June 2008
SGTSI Inc   February 2002 - September 2006
IBS Software Services  September 1999 - January 2002
Bitmappers Infotech Ltd   October 1998 - March 1999

Skills
IT Strategy, Program Management, Team Leadership, Mentoring, Stakeholder Management, Business Process..., Vendor Management, IT Service Management, Influence At All Levels, Multicultural..., Software Consulting, Software Engineering, Business Strategy, Building Relationships, Product Marketing, Product Management, Integration, Solution Architecture, Management, Leadership, Risk Management

Education
Columbia University - Columbia Business School   2009 — 2011
MBA, General Management, Marketing, Strategy

Cochin University of Science and Technology   1994 — 1998
B.Tech, Electronics Engineering

Kozhencherry College   1991 — 1993

School name:

Steve Varner Steve Varner Phoenix, Arizona Area Details
Steve Varner's The Vanguard Group Experience February 1996 - December 2011
Job Windows Systems Engineer at Vanguard
Industry Information Technology and Services
Experience
Vanguard  January 2012 - Present
Officer Down Memorial Page   January 2003 - Present
Valley of the Sun United Way  October 2001 - June 2014
The Vanguard Group   February 1996 - December 2011
Vanguard Investments Australia   August 2010 - October 2011
US Air Force  July 1978 - July 1995

Skills
Research, Program Evaluation, Oversight, Project Management, Process Improvement, Project Planning, Team Leadership, Microsoft Office, Analysis, Program Management, Microsoft Excel, Integration, Software Documentation, Customer Service, Business Analysis, Management, Coaching, Training, Team Building, Data Analysis, Strategic Planning, Windows, Change Management, Policy, Data Center, Lotus Notes

Education
University of Phoenix   1997 — 1999
MBA, Business

Wayland Baptist University   1991 — 1995
BS, Business

Community College of the Air Force   1978 — 1991
Associate, Avionics

John Niziolek John Niziolek Greater Philadelphia Area Details
John Niziolek's The Vanguard Group Experience May 1999 - July 2006
Job Global Manager, Regulatory Consulting at Cornerstone OnDemand
Industry Computer Software
Experience
Cornerstone OnDemand  January 2013 - Present
McNeil Consumer Healthcare  April 2012 - January 2013
InternetWorX Technology Solutions Inc.   July 2006 - January 2013
Sanofi Pasteur  July 2011 - April 2012
GlaxoSmithKline Biologicals  February 2009 - May 2011
The Vanguard Group   May 1999 - July 2006
BAE Systems  September 1996 - April 1999

Skills
21 CFR Part 11, Computer System..., Validation, GMP, Software Documentation, V&V, Project Management, Sop, Six Sigma, GAMP, Enterprise Software, Software Development, Consultants, ISO, FDA, CAPA, Software Design, Web Development, Pharmaceutical Industry, Process Improvement, Software Implementation, Sterilization, Change Control, LIMS, Telecommunications, Unix Operating Systems, SaaS, Cloud Computing, Quality Assurance, Quality System, GxP, Quality Control, Process Simulation, Information Architecture, Information Security..., Full SDLC, ISO standards, C&Q, Information Security..., Technology Development, Technology Evaluation, Consultancy, Protocol Authoring, ISO Compliance, SOX Compliancy, Cloud Applications, Best Practices, SaaS validation, Information Security, SOP

Education
Delaware Valley College   1993 — 1997
Computer Science

North Montco AVTS   1991 — 1993
Drafting & Design Technology

North Penn High School   1991 — 1993
College Prep

David DeVita, CFA, CFP David DeVita, CFA, CFP Greater Philadelphia Area Details
David DeVita, CFA, CFP's The Vanguard Group Experience June 2005 - March 2008
Job Financial Advisor at Mercer Advisors
Industry Investment Management
Experience
Mercer Advisors  April 2014 - Present
Private  November 2013 - March 2014
Tower Bridge Advisors   September 2012 - October 2013
The John Templeton Foundation   April 2011 - August 2012
Wells Fargo Private Bank  April 2008 - March 2011
The Vanguard Group   June 2005 - March 2008
Midwood Securities, Inc.   2004 - 2004

Skills
Asset Allocation, Investments, Equities, Investment Strategies, Mutual Funds, Fixed Income, Due Diligence, Value Investing, Investment Management, Securities, Hedge Funds, Asset Management, Security Analysis, Alternative Investments

Education
Susquehanna University   2001 — 2005
Business Administration, Finance, Information Systems

Columbia Business School   2012 — 2012
Executive Education Program, Value Investing

Jina O'Neill Jina O'Neill Greater Pittsburgh Area Details
Jina O'Neill's The Vanguard Group Experience August 2006 - November 2009
Job Passionate Young Philanthropist
Industry Nonprofit Organization Management
Experience
Oakland Transportation Management Association   July 2015 - Present
Parties With a Cause   June 2011 - June 2015
Insight CXO   February 2014 - January 2015
Life Enhancement Services  September 2011 - October 2013
The Vanguard Group   August 2006 - November 2009

Skills
Coaching, Organizational..., Leadership Development, Event Planning, Public Speaking, Fundraising, Recruiting, Change Management, Management, Event Management, Leadership, Project Management, Team Building, Nonprofits, CRM, Social Media, Marketing, Customer Service, Negotiation, Training

Education
Queens University of Charlotte   2008 — 2010
M.S.

Chatham University   2001 — 2005
B.A.

David Petty David Petty Madison, Wisconsin Area Details
David Petty's The Vanguard Group Experience July 1998 - January 2000
Job Senior Infrastructure Engineer at QBE
Industry Information Technology and Services
Experience
QBE North America  July 2014 - Present
Allstate Insurance  February 2005 - July 2014
RapidApp   2004 - 2005
Bryn Mawr College  January 2000 - August 2004
Penn State University  June 2000 - July 2004
The Vanguard Group   July 1998 - January 2000
University of Pennsylvania  March 1997 - July 1998

Skills
Active Directory, VMware, Apache, Windows Server, Disaster Recovery, Citrix, Citrix Metaframe, Servers, SharePoint, ITIL, Netscaler, Enterprise Software, VMware ESX, Virtualization, Networking, Wireshark, Infrastructure, Enterprise Architecture

Education
Northern Illinois University   1991 — 1994
BS, Computer Science

College of DuPage   1989 — 1991
AS, Computer Science

Andrew Heiges, CFP® Andrew Heiges, CFP® Doylestown, Pennsylvania Details
Andrew Heiges, CFP®'s The Vanguard Group Experience September 1989 - May 1995
Job Senior Director, Product Management
Industry Financial Services
Experience
TIAA-CREF  October 2012 - Present
Acumen Financial Services Consulting, LLC   May 2011 - October 2012
Oculus Partners, LLC   May 2011 - April 2012
Merrill Lynch  September 1996 - May 2011
Bank of America  1996 - May 2011
Deustche Bank  May 1999 - August 2000
Coopers & Lybrand  May 1995 - September 1996
The Vanguard Group   September 1989 - May 1995

Skills
Financial Planning, Retirement, Product Development, Management Consulting, Business Strategy, Project Management, Wealth Management, Investments, Financial Services, Portfolio Management, Asset Managment, Mutual Funds, Series 7, Retirement Planning, Financial Advisory, Equities

Education
La Salle University - School of Business Administration   1985 — 1989
BS, HR & Marketing

College for Financial Planning
CFP, Financial Planning

Cassandra Moore, PhD Cassandra Moore, PhD Washington, District Of Columbia Details
Cassandra Moore, PhD's The Vanguard Group Experience 2005 - 2006
Job Information Architect, Customer Experience Strategist, Director of Strategy at Information Architecture Institute
Industry Information Technology and Services
Experience
Aquilent  October 2012 - Present
Piehead Productions  July 2009 - July 2012
EMC  September 2008 - January 2009
Comcast Interactive Media  June 2008 - September 2008
IGCN   April 2008 - June 2008
Resolute Solutions   January 2007 - March 2008
G2 Worldwide (Refinery)   December 2005 - January 2007
The Vanguard Group   2005 - 2006
Electronic Ink  2003 - 2005
Microsoft  2000 - 2003

Skills
Information Architecture, User Experience, Usability Testing, Heuristic Evaluation, User-centered Design, User Interface Design, Persona, User Research, Task Analysis, Contextual Inquiry, Usability Engineering, User Experience Design, Site Maps, User Scenarios, Interaction Design, Experience Design, Axure, Wire Framing, Requirements Analysis, Information Design, Heuristic Analysis, E-commerce, Paper Prototyping, Human Factors, Requirements Gathering, Functional..., Web Applications, Prototype, Human Computer..., Statistics, Personas, Perception, Human-computer..., Prototyping, Usability Design, Visio, Competitive Analysis, Sitemaps, User Journeys, Qualitative Research, Responsive Web Design, Customer Experience..., Usability

Education
Columbia University in the City of New York   1990 — 1995
PhD, Cognitive Psychology

University of California, Berkeley   1979 — 1984
BA, Philosophy

Rob Sommer Rob Sommer Charlotte, North Carolina Area Details
Rob Sommer's The Vanguard Group Experience December 2000 - February 2008
Job Computer Software Professional
Industry Information Technology and Services
Experience
The Vanguard Group   December 2000 - February 2008
Uniteq   November 1998 - December 2000
WCSS, Inc   1982 - 1999

Skills
Oracle, Sybase, DB2, Datastage, Team Leadership, Microsoft SQL Server, ETL Tools, Project Management, Application Architecture, ETL, Data Warehousing, SOA, Business Intelligence, COBOL, XML, Visio, SDLC, Systems Analysis, Integration, ERP, SQL, MS Project, Software Development, Business Analysis, Requirements Analysis, Software Project..., Business Process, Web Services, Unix, Data Integration, Linux, Business Requirements, Cognos, Master Data Management, Shell Scripting, Agile Methodologies, Requirements Gathering, Databases, Java Enterprise Edition, Data Modeling, Enterprise Software, Enterprise Architecture, Solution Architecture, EAI, Scrum, IT Strategy, Management

Education
DePaul University
CCP, Computer Science

University of Wisconsin-Madison
BBA, Finance

Dave Wilder, CFP, MST, CTFA, CEPA, AIF Dave Wilder, CFP, MST, CTFA, CEPA, AIF Cincinnati Area Details
Dave Wilder, CFP, MST, CTFA, CEPA, AIF's The Vanguard Group Experience April 1990 - October 2000
Job Chief Investment Officer
Industry Financial Services
Experience
Total Wealth Planning   October 2000 - Present
The Vanguard Group   April 1990 - October 2000

Skills
401k, Accounting, Alternative Investments, Asset Allocation, Asset Management, Banking, Budgets, CRM, Customer Service, Due Diligence, Estate Planning, Finance, Financial Advisory, Financial Analysis, Investment Strategies, Portfolio Management, Retirement, Retirement Planning, Strategic Financial..., Strategic Planning, Tax, Wealth Management, Investments, Investment Management, Financial Services, Leadership, Investment Advisory, Equities, Mergers, Risk Management, Financial Modeling

Education
Villanova University School of Law   1998 — 2001
Master's Tax Law, Taxation

College for Financial Planning   1992 — 1994
Certified Financial Planner, Financial Planning

Villanova University   1985 — 1989
B.S. Accountancy, Accounting

Lower Merion High School   1981 — 1985
4 Year Degree

Connor Morton Connor Morton Clemson, South Carolina Details
Connor Morton's The Vanguard Group Experience May 2015 - July 2015
Job Student at Clemson University
Industry Financial Services
Experience
Clemson University  May 2014 - Present
Charlie Nelson’s, Anderson and Spartanburg   March 2013 - Present
The Vanguard Group   May 2015 - July 2015
Clemson University  October 2012 - May 2014

Skills
Public Speaking, Leadership, Teamwork, Superior Work Ethic, Social Networking, Business Management, Sales, Marketing, Inventory Management, Business Planning, Training, Strategic Planning, Microsoft Excel

Education
Clemson University   2012 — 2016
Bachelors of Science, Financial Management

Clemson University - College of Business and Behavioral Science   2012 — 2016

Wren High School   2008 — 2012

Nilesh Vagjiyani Nilesh Vagjiyani Exton, Pennsylvania Details
Nilesh Vagjiyani's The Vanguard Group Experience April 2014 - Present
Job UNIX/LINUX Systems Operations Analyst    Tier 2 at The Vanguard Group
Industry Information Technology and Services
Experience
The Vanguard Group   April 2014 - Present
University of Pennsylvania  April 2013 - September 2013
Target  March 2009 - April 2013
Indian Kitchan/Indian Corner   September 2008 - August 2009

Skills
Linux, Perl, PHP, Git, C++, JavaScript, HTML 5, Python, MySQL, Windows, Mac OS, NetBeans, CodeIgniter, Networking, Databases, Operating Systems, Hardware, Microsoft Office, XAMPP, Unix, SQL, Apache, Oracle, Network Security, Ubuntu, System Administration, OS X, Software Installation, Web Development, Eclipse, Windows 7, Computer Hardware, Windows Server, Troubleshooting, Windows XP, Information Technology, Active Directory, Red Hat Linux, Shell Scripting, Bash, Solaris, Symantec NetBackup, IBM WebSphere MQ, VMware vSphere

Education
Drexel University   2012 — 2015
Bachelor of Science in Information Technology, Major Concentrate: Server and Network Technology, Cumulative GPA 3.91

Delaware County Community College   2009 — 2012
Associate of Science in Computer Science, Cumulative GPA 3.72

Christopher Cannon, M.S., CFP®, AIF® Christopher Cannon, M.S., CFP®, AIF® Greater Pittsburgh Area Details
Christopher Cannon, M.S., CFP®, AIF®'s The Vanguard Group Experience May 2007 - December 2008
Job Wealth Advisor at RetireRight Pittsburgh
Industry Financial Services
Experience
RetireRight Pittsburgh   August 2013 - Present
Living Wealthy Advisors (H. Beck, Inc.)   December 2011 - August 2013
PNC Investments  December 2008 - December 2011
The Vanguard Group   May 2007 - December 2008

Skills
Retirement Planning, Wealth Management, Strategic Financial..., Risk Management, Asset Allocation, Asset Managment, Investment Management, Investments, Estate Planning, Insurance, Employee Benefits, Mutual Funds, Financial Analysis, Portfolio Management, Investment Advisory, Retirement, 401k, Life Insurance, Financial Planners, Marcellus Shale, Wealth, Financial Advisory, Series 7, Oil/Gas, Alternative Investments

Education
Creighton University's Heider College of Business   2012 — 2014
Master's Degree, Security Analysis & Portfolio Management

Washington and Jefferson College   2003 — 2007
Bachelor's Degree, Accounting

Charlotte Latin School   2000 — 2003

Roosevelt Dawkins III Roosevelt Dawkins III Charlotte, North Carolina Details
Roosevelt Dawkins III's The Vanguard Group Experience February 2012 - February 2015
Job Business Metrics Manager (Strategic Sourcing) at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  March 2015 - Present
York Technical College  August 2008 - Present
The Vanguard Group   February 2012 - February 2015
Vanguard  December 1999 - February 2012

Skills
Six Sigma, Visual Basic, Agile Methodologies, Visio, SharePoint, Management, Access, SQL, SDLC, Microsoft Office, Coaching, CRM, Databases, Business Analysis, Data Analysis, Process Improvement, Project Management, Analysis, Software Documentation, Business Intelligence

Education
University of Phoenix-Charlotte Campus   2004 — 2006
Master of Business Administration (MBA), Computer/Information Technology Administration and Management

Charleston Southern University   1993 — 1997
Bachelor of Science (BS), Management Information Systems, General

Gaffney High School

Dante A. Mele Dante A. Mele Greater Philadelphia Area Details
Dante A. Mele's The Vanguard Group Experience April 2013 - May 2014
Job Retired
Industry Investment Management
Experience
The Vanguard Group   April 2013 - May 2014
AT&T Labs, Inc.   June 1982 - June 1998

Skills
Integration, SDLC, Business Intelligence, Finance, Leadership, Analytics, Agile Project Management, Requirements Gathering, Process Improvement, Analysis, Program Management, Project Management, Agile Methodologies, Software Project..., Data Warehousing, Budgets, Vendor Management, Microsoft Excel, Requirements Analysis, Business Analysis, Management, Visio

Education
New York University   1980 — 1982
Bachelor of Arts (BA), Computer Science

College for Financial Planning   1990 — 1994
CFP, Financial Planning and Investments

George Washington University   1999 — 1999
Masters Certificate, Project Management

Kean University   1978 — 1980
Computer Software Engineering

Timothy Six, CFA Timothy Six, CFA Charlotte, North Carolina Details
Timothy Six, CFA's The Vanguard Group Experience July 2011 - June 2012
Job Analytic Attribution Analyst at Babson Capital Management
Industry Financial Services
Experience
Babson Capital Management  June 2015 - Present
Vanguard  February 2014 - June 2015
Vanguard  June 2012 - February 2014
Vanguard  August 2013 - December 2013
The Vanguard Group   July 2011 - June 2012
Merrill Lynch  May 2010 - August 2010

Skills
Series 7, Series 63, Asset Allocation, Mutual Funds, ETFs, Equity Research Analysis, Fixed Income, Portfolio Management, Financial Analysis, Financial Accounting, Indexing

Education
Clemson University   2007 — 2011
Bachelor of Science (B.S.), Finance, General

James Eskew, MBA James Eskew, MBA Charlotte, North Carolina Area Details
James Eskew, MBA's The Vanguard Group Experience June 2004 - June 2010
Job Technical Team Lead at TIAACREF
Industry Capital Markets
Experience
TIAA-CREF  June 2010 - Present
The Vanguard Group   June 2004 - June 2010
Lockheed Martin  May 2003 - August 2003

Skills
iOS, Java, SDLC, Software Development..., SOA, RESTful WebServices, Objective-C, Mobile Applications, Agile Methodologies, Spring, Java Enterprise Edition, Web Services, Agile Project Management

Education
University of North Carolina at Charlotte - Belk College of Business   2005 — 2007
MBA, Financial Institutions

Clemson University   2000 — 2004
Bachelor of Science, Computer Information Systems

Kristie Edling-Day Kristie Edling-Day Greater Philadelphia Area Details
Kristie Edling-Day's The Vanguard Group Experience May 2011 - June 2012
Job Engagement Manager Corporate Strategy at Vanguard
Industry Financial Services
Experience
Vanguard  January 2015 - Present
Vanguard  December 2013 - January 2015
Vanguard  January 2013 - March 2014
Vanguard  June 2012 - December 2013
Vanguard  January 2012 - June 2012
The Vanguard Group   May 2011 - June 2012
Vanguard  July 2010 - May 2011
Vanguard  July 2008 - July 2010
Vanguard  February 2006 - July 2008

Skills
Agile Methodologies, Scrum, XML, Subversion, Maven, Eclipse, Java, JSP, SOA, Websphere, Requirements Gathering, Objective-C, Mobile Applications, Program Management, JSF, XHTML, Testing, Quality Assurance, Agile Project Management, Software Project..., Software Development, Business Analysis

Education
Saint Joseph's University   2012 — 2014
Master of Business Administration (M.B.A.), Human Capital Management, Beta Gamma Sigma Honor Society

College of Charleston   2002 — 2005
BS, Computer Science, Mathematics, Physics

Mark Flowers Mark Flowers Charlotte, North Carolina Area Details
Mark Flowers's The Vanguard Group Experience June 2008 - August 2012
Job Director of Development at Skookum
Industry Computer Software
Experience
Skookum  March 2015 - Present
Skookum  August 2012 - Present
The Vanguard Group   June 2008 - August 2012
Itron  2006 - 2008

Education
Clemson University   2004 — 2008
BS, Computer science

Scott von Kleeck Scott von Kleeck Greater Philadelphia Area Details
Scott von Kleeck's The Vanguard Group Experience 1996 - 1998
Job President & COO at Performance Systems Development
Industry Outsourcing/Offshoring
Experience
Performance Systems Development  October 2011 - Present
TCIM Services  2004 - September 2011
Enerwise Global Technologies  2001 - 2004
Ashton Technology Group   1998 - 2001
The Vanguard Group   1996 - 1998
Hewlett-Packard  February 1996 - 1997
Novell  June 1993 - February 1996
Univel/Unix Systems Laboratories   April 1992 - June 1993
Unix System Laboratories/AT&T Bell Laboratories   July 1984 - April 1992

Skills
Program Management, Product Development, Strategic Planning, Process Improvement, Integration, Project Planning, Project Management, Start-ups, Software Development, Management, Software Project..., Unix, Quality Assurance, Business Development, Telecommunications, CRM, Vendor Management, Call Centers, Consulting, Leadership, Outsourcing, Security, Cloud Computing, Mergers & Acquisitions, Enterprise Software, Product Management, Architecture, SaaS, IT Strategy, Operating Systems, Requirements Analysis, Business Intelligence, Enterprise Architecture, Strategy, Analysis, Business Analysis, Business Strategy, New Business Development, IT Service Management

Education
The Johns Hopkins University
Data Science Specialization

Cornell University
Executive Leadership Certificate, Strategic Planning, Scenario Planning, Raising Capital

Cornell University
Business Strategy Certificate: Achieving Competitive Advantage, Business Administration and Management

Stanford University
Certificate of Energy Innovation and Emerging Technologies Certificate, Energy Innovation and Emerging Technologies

Stevens Institute of Technology
Masters, Computer Science

University of Delaware
Bachelor's degree, Computer Science

Erica Sweppenhiser Erica Sweppenhiser Greater New York City Area Details
Erica Sweppenhiser's The Vanguard Group Experience May 2010 - July 2013
Job Certified Personal Trainer at Sid Jacobson JCC
Industry Health, Wellness and Fitness
Experience
Sid Jacobson JCC  December 2014 - Present
The Vanguard Group   May 2010 - July 2013
Senate of PA  September 2006 - October 2009
Susquehanna Bank  June 2001 - June 2005

Skills
Financial Analysis, Microsoft Excel, Research, Microsoft Office, Leadership

Education
Central Pennsylvania College   2003 — 2006
Bachelor's Degree, Criminal Justice, 3.98

Marianne Schafer Marianne Schafer Greater Pittsburgh Area Details
Marianne Schafer's The Vanguard Group Experience October 2006 - September 2008
Job Lead Data Management Service Analyst at Access Data, a Broadridge Company
Industry Financial Services
Experience
Access Data, a Broadridge Company  November 2014 - Present
Federated Investors  September 2008 - September 2014
The Vanguard Group   October 2006 - September 2008
The Vanguard Group   January 2005 - October 2006
Slippery Rock University  August 2003 - December 2004
Social Security Administration  January 2004 - July 2004
Kohl's Department Stores  September 1999 - December 2002

Education
Slippery Rock University of Pennsylvania   2003 — 2004
Bachelors

Community College of Allegheny County   2000 — 2002
Associate

Aaron Miner Aaron Miner Greater Philadelphia Area Details
Aaron Miner's The Vanguard Group Experience November 2004 - July 2006
Job Registered Representative
Industry Financial Services
Experience
uFinancial Group  September 2013 - Present
University of Stellenbosch  March 2011 - March 2013
The Vanguard Group   November 2004 - July 2006
The Vanguard Group   June 2002 - November 2004

Skills
Public Speaking, Research, Religious Education, Access

Education
Stellenbosch University/Universiteit Stellenbosch   2011 — 2013
Masters of Philosophy (MPhil), Ancient Cultures, cum laude

Westminster Theological Seminary   2006 — 2010
Master of Divinity (MDiv)

Case Western Reserve University   1997 — 2001
Bachelor of Arts (BA), Economics and Chemistry with a minor in Political Science

Marcus Montrose Marcus Montrose Greater Nashville Area Details
Marcus Montrose's The Vanguard Group Experience 2011 - 2011
Job Platinum Mortgage Banker, Licensed Lending Officer NMLS ID# 38880 at loanDepot LLC
Industry Financial Services
Experience
loanDepot LLC  April 2015 - Present
Wells Fargo Home Mortgage  January 2012 - November 2013
The Vanguard Group   2011 - 2011
Ditech Mortgage Corp, GMAC ResCap   January 2005 - February 2010
Citi  April 2000 - January 2005
Covington & Burling  December 2000 - December 2004

Skills
Loans, Mortgage Lending, Credit, Loan Origination, Mortgage Banking, Refinance, Sales, Banking, Finance, Investments, Management, New Business Development, Leadership, Real Estate, Credit Analysis, FHA financing, Strategy, Selling, Financing & Refinancing, Financial Analysis, Fannie Mae

Education
John Jay College of Criminal Justice   1995 — 2000
B.S., Legal Studies, English Honors Minor, 3.53 G.P.A. Magna Cum Laude

Xavier High School   1988 — 1992
H.S. Diploma, Military Science R.O.T.C., 1st Lieutenant

Jennifer McDonnell Jennifer McDonnell Greater Philadelphia Area Details
Jennifer McDonnell's The Vanguard Group Experience 1992 - 1994
Job Director, Talent Acquisition
Industry Staffing and Recruiting
Experience
Accolade Inc.  September 2011 - Present
Accolade, Inc.   May 2010 - September 2011
Hewitt Associates  2004 - 2006
Exult  2000 - 2004
Ernst & Young  1994 - 2000
The Vanguard Group   1992 - 1994

Skills
Recruiting, Talent Management, Talent Acquisition, Applicant Tracking..., Employee Benefits, Leadership, Management, Healthcare, Technical Recruiting, Employee Relations

Education
Chapman University   1986 — 1990
BS, Psychology

Thomas Colvin Thomas Colvin Phoenix, Arizona Area Details
Thomas Colvin's The Vanguard Group Experience January 2006 - Present
Job Plan Administrator
Industry Financial Services
Experience
The Vanguard Group   January 2006 - Present
Prudential Financial  July 2003 - January 2006
Coyote Run Golf Course   October 1997 - July 2003

Education
Chemeketa Community College   1994 — 1996
General Studies

Brochel Douglas Brochel Douglas Charlotte, North Carolina Area Details
Brochel Douglas's The Vanguard Group Experience May 2011 - August 2013
Job
Industry Financial Services
Experience
TIAA-CREF  August 2013 - Present
The Vanguard Group   May 2011 - August 2013
Time Warner Cable  September 2010 - April 2011
Integra Staffing, LLC   April 2010 - July 2010
Hewitt Associates  August 2008 - January 2010
Hewitt Associates, LLC  February 2008 - August 2008
iQor, formerly IRMC (IntelliRisk Management Corporation, Inc   June 2006 - February 2008
AT&T  September 1992 - April 2006

Skills
PeopleSoft, Oracle Case Management, IEX TotalView, AVAYA CMS, Proprietary Customer..., Microsoft Office Suite, Customer Service, Leadership, Performance Management, Customer Satisfaction, Microsoft Office, Human Resources, Training, Avaya, Call Centers, Operations Management, Management, Project Management, Auditing, Telecommunications, Employee Benefits, Software Documentation, Time Management, Networking, Banking, Vendor Management, Process Improvement, Coaching, Employee Relations, Recruiting, Negotiation

Education
Montreat College   1997 — 2002
Bachelor of Science (BS), Business Administration and Management, General, 3.3

Central Piedmont Community College   2002 — 2002
Medical Office Assistant/Specialist

Stevens Institute of Technology   2001 — 2001
Master's Certificate, Project Management

Park Messikomer Park Messikomer Greater Philadelphia Area Details
Park Messikomer's The Vanguard Group Experience April 1987 - April 2002
Job Investments
Industry Financial Services
Experience
UBS Financial Services  October 2004 - May 2013
Patriot Advisors   January 2003 - August 2003
The Vanguard Group   April 1987 - April 2002
Del-Vest, Inc   January 1985 - March 1987

Education
Widener University   1979 — 1984
MBA, Finance

Colgate University   1967 — 1971
BA, Political Science

Tiffany Chu Tiffany Chu San Francisco Bay Area Details
Tiffany Chu's The Vanguard Group Experience May 2005 - July 2005
Job
Industry Computer Software
Experience
Lithium Technologies  April 2015 - Present
Advent Software  July 2013 - April 2015
Advent Software  October 2011 - July 2013
XenoPort  December 2008 - October 2011
IBM  July 2006 - December 2008
The Vanguard Group   May 2005 - July 2005
Applied Matierals   April 2001 - July 2004
Cisco Systems  May 2000 - August 2000

Skills
Financial Modeling, Forecasting, Financial Analysis, Competitive Analysis, Start-ups, Data Analysis, Business Strategy, Valuation, Analysis, Cross-functional Team..., Managerial Finance, Corporate Finance, Finance, Business Analysis, Strategy, Process Improvement

Education
Cornell University - Johnson Graduate School of Management   2004 — 2006
MBA

Santa Clara University   1998 — 2002
BS

Castilleja

Michael Avon Michael Avon Greater Philadelphia Area Details
Michael Avon's The Vanguard Group Experience January 2000 - May 2005
Job COO @ The Ohana Companies, Inc.
Industry Information Technology and Services
Experience
The Ohana Companies, Inc.   September 2011 - Present
Relay Network, LLC  August 2010 - September 2011
Portico Systems  April 2010 - August 2010
Citi  May 2007 - April 2010
Radian Guaranty  June 2005 - May 2007
The Vanguard Group   January 2000 - May 2005

Skills
Enterprise Risk..., Sarbanes-Oxley Act, Six Sigma, Process Engineering, Risk Analytics, Risk Management, Process Improvement, Financial Services, Business Process..., Business Analysis, Vendor Management, Banking, Client Delivery, Operations Management, Project Management, Relationship Management, Operational Risk..., Management, PMO, Leadership, Business Strategy, Financial Analysis, Strategy, Business Development, Business Intelligence, Financial Modeling, Analytics, Payments, Cross-functional Team..., Business Process..., Outsourcing, Entrepreneurship, Mergers & Acquisitions, Executive Management, Finance, Financial Risk, IT Strategy, Product Management, Business Process

Education
Drexel University - LeBow College of Business   2004 — 2006
MBA, Finance

Chestnut Hill College   2002 — 2004
BS, Finance

Penn State University   1995 — 2000
BA, Comparative Literature

Upper Darby High School   1990 — 1994

Duane Davis, CPA Duane Davis, CPA Greater Philadelphia Area Details
Duane Davis, CPA's The Vanguard Group Experience August 2006 - 2007
Job Supervisor at Maillie LLP
Industry Accounting
Experience
Maillie LLP  December 2010 - Present
Brian Davis CPA, PLLC   November 2008 - December 2010
Wouch, Maloney & Co. LLP   September 2007 - November 2008
The Vanguard Group   August 2006 - 2007
Mecklenburg Aquatic Club  September 1998 - May 2006

Skills
Tax Preparation, Accounting, Auditing, QuickBooks, Tax, Financial Reporting, Income Tax, Financial Accounting, Bookkeeping, ProSystem fx Tax, Corporate Tax, CPA, Financial Analysis, Internal Controls, GAAP, Peachtree, Financial Statements, Tax Returns, General Ledger, Payroll Taxes, Strategic Financial..., Tax Research, Tax Law

Education
George Mason University   1987 — 1994
BS

Delaware County Community College   2006 — 2007

Julian Romeu Julian Romeu Greater Philadelphia Area Details
Julian Romeu's The Vanguard Group Experience 2001 - 2007
Job Senior Marketing Executive
Industry Financial Services
Experience
Opera Solutions  2009 - Present
Advanta  2008 - 2009
The Vanguard Group   2001 - 2007
CIGNA  1995 - 2001
MasterCard  1991 - 1995
Citicorp/Citibank/Citigroup   1983 - 1991

Education
Columbia University in the City of New York   1970 — 1978

Benjamin Perry Benjamin Perry Greater Philadelphia Area Details
Benjamin Perry's The Vanguard Group Experience March 2003 - July 2004
Job Philanthropic Specialist, Wells Fargo Private Bank
Industry Philanthropy
Experience
Wells Fargo  October 2014 - Present
The Nature Conservancy  January 2013 - October 2014
The Nature Conservancy  February 2011 - January 2012
The Nature Conservancy  February 2007 - March 2011
Drexel University  July 2004 - February 2007
The Vanguard Group   March 2003 - July 2004
The Vanguard Group   April 2002 - March 2003
The Vanguard Group   February 2001 - April 2002
Grand Traverse Regional Land Trust   May 1999 - May 2000
American Rivers  June 1998 - August 1998

Skills
Fundraising, Planned Giving, Donor Relations, Board Development, Volunteer Engagement, Stewardship, Grant Writing, Event Planning, Nonprofits, Philanthropy, Volunteering, Leadership, Higher Education, Community Outreach, Program Development, Volunteer Management, Non-profits, Annual Giving, Non-profit..., Grants

Education
Drexel University - College of Business and Administration   2009 — 2011
MBA, Business Administration

Cornell University   1995 — 1999
B.S., Natural Resources

Cody Allen Cody Allen Davenport, Iowa Area Details
Cody Allen's The Vanguard Group Experience September 2002 - July 2006
Job Senior Vice President Investment Management Group
Industry Investment Management
Experience
Northwest Bank & Trust Co   August 2006 - Present
The Vanguard Group   September 2002 - July 2006
CIGNA Retirement and Investment Services  June 2001 - September 2002

Skills
Estate Planning, Retirement Planning, Management, IRAs, Investment Management, Investments, Mutual Funds, Retirement, Wealth Management..., Banking

Education
Cannon Retirement Plan Services School   2008 — 2009

Clarke University   1997 — 2001
BA

Victoria Archer Victoria Archer Greater Philadelphia Area Details
Victoria Archer's The Vanguard Group Experience December 2006 - Present
Job Administrative Assistant at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group   December 2006 - Present
Randstad Staffing Agency  June 2006 - December 2006

Education
Delaware County Community College

Tom Knowlton CFP® Tom Knowlton CFP® Phoenix, Arizona Area Details
Tom Knowlton CFP®'s The Vanguard Group Experience March 2009 - June 2013
Job Senior Fixed Income Trader at Vanguard
Industry Financial Services
Experience
Vanguard  June 2013 - Present
The Vanguard Group   March 2009 - June 2013
The Vanguard Group   February 2006 - February 2009

Skills
Wealth Management, Asset Allocation, Investments, Financial Analysis, Risk Management, Fixed Income, Series 7, Bloomberg, Trading, Equities, Treasury, Alternative Investments

Education
Thunderbird School of Global Management   1984 — 1985
MBA, International Finance

Claremont McKenna College   1979 — 1983
BA, Economics-International Relations

Seth Watson Seth Watson Washington D.C. Metro Area Details
Seth Watson's The Vanguard Group Experience May 2008 - August 2008
Job Associate at Booz Allen Hamilton
Industry Information Technology and Services
Experience
Booz Allen Hamilton  January 2009 - Present
The Vanguard Group   May 2008 - August 2008
Carnegie Mellon University  2007 - 2008

Skills
Java, Data Analysis, SQL, Requirements Analysis, IT Strategy, Business Analysis, SDLC, Business Intelligence, Program Management, Data Mining, PL/SQL, Web Design, Web Services, Web Applications, Hadoop, Grails, Graphic Design, Web 2.0, Website Development, Spring, Hibernate, Cloud Computing

Education
Carnegie Mellon University   2007 — 2008
Master's degree, Management Information Systems and Services

Morehouse College   2002 — 2007
Bachelor of Science (BS), Computer Science

Morehouse College   2002 — 2007
Bachelor's degree, Fine and Studio Arts

Anna Wertz Anna Wertz Greater Philadelphia Area Details
Anna Wertz's The Vanguard Group Experience March 2010 - Present
Job Team Leader at The Vanguard Group
Industry Investment Management
Experience
The Vanguard Group   March 2010 - Present

Education
Delaware County Community College   1993 — 1996

Joyce Wilt Joyce Wilt Greater Philadelphia Area Details
Joyce Wilt's The Vanguard Group Experience August 2006 - Present
Job Administrative Associate at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group   August 2006 - Present
Vanguard  2006 - September 2009
IBM  April 2001 - August 2006

Skills
Lotus Notes, Microsoft Office, Program Management, Software Documentation, Process Improvement

Education
Colorado Technical University   2004 — 2007

Susan Toth Roseberry, MP-ELI Susan Toth Roseberry, MP-ELI Greater Philadelphia Area Details
Susan Toth Roseberry, MP-ELI's The Vanguard Group Experience August 1988 - Present
Job Founder of Living Your Life Coaching
Industry Investment Management
Experience
Living Your Life   September 2013 - Present
The Vanguard Group   August 1988 - Present

Skills
Coaching, Workshop Facilitation, Performance Consulting, Team Building, Life Transitions..., Personal development..., Public Speaking, Motivational Speaking, Leadership Development, Instructional Design, Training, Facilitators, Facilitation, Employee Training

Education
iPEC (Institute for Professional Excellence in Coaching)   2011 — 2012
Professional Coach, Life Coaching

Clarion University of Pennsylvania   1976 — 1980
BS, Music Education

Hickory High School   1972 — 1976

Mathew Ward Mathew Ward Greater Philadelphia Area Details
Mathew Ward's The Vanguard Group Experience Operations AdministratorThe Vanguard GroupJune 2004 - 2007
Job Telecommunications Analyst at The Vanguard Group
Industry Investment Management
Experience
The Vanguard Group   Operations AdministratorThe Vanguard GroupJune 2004 - 2007
The Vanguard Group   June 2000 - June 2004

Education
Delaware County Community College   1999 — 2000

Chared Goodwin Chared Goodwin Greater Philadelphia Area Details
Chared Goodwin's The Vanguard Group Experience September 2004 - October 2008
Job Head of Global Fund Accounting, ETF Administration
Industry Financial Services
Experience
Vanguard  April 2015 - Present
Vanguard  November 2012 - April 2015
Vanguard  January 2012 - November 2012
Vanguard  October 2010 - January 2012
Vanguard  2008 - October 2010
The Vanguard Group   September 2004 - October 2008

Skills
Financial Analysis, Finance, Financial Reporting, Fund Accounting, ETFs, Relationship Management, Series 6, Bloomberg Terminal, Accounting, Bloomberg, Leadership, Equities, Mutual Funds, Financial Modeling, Securities, Investments, Financial Services

Education
La Salle University - School of Business Administration   2003 — 2007
MBA, Finance & Accounting

West Chester University of Pennsylvania   1999 — 2001
B.S., Business Management

Community College of Philadelphia   1998 — 1999
AA, Business

Saint Joseph's University   1997 — 1998
NA, Accounting

Claudette Wu Claudette Wu Greater Philadelphia Area Details
Claudette Wu's The Vanguard Group Experience October 2010 - November 2010
Job Banker II at Citizens Bank
Industry Financial Services
Experience
Citizens Bank  May 2012 - Present
Wells Fargo Advisors  October 2011 - May 2012
Wells Fargo Bank  June 2011 - May 2012
The Vanguard Group   October 2010 - November 2010
Independence Planning Group  November 2008 - July 2009
Fiji Mission to the United Nations   May 2004 - July 2008
United Coconut Planters Bank, Philippines   September 2001 - December 2003

Skills
Series 6, Series 63, PA Life Resident..., Life Insurance, Strategic Financial..., Insurance, Retirement Planning, Banking

Education
De La Salle University   1997 — 2003
Masters in Management Technology

St. Francis College   1991 — 1994
Bachelor of Science, major in Special Studies emphasis in Computer Management

Tanya Craig Tanya Craig Greater Philadelphia Area Details
Tanya Craig's The Vanguard Group Experience 1996 - 2002
Job Associate Director at Wyeth Pharmaceuticals
Industry Pharmaceuticals
Experience
Wyeth Pharmaceuticals  Associate DirectorWyeth Pharmaceuticals2002 - 2009
The Vanguard Group   1996 - 2002

Education
Chatham University   1981 — 1985
Bachelors, Economics

Walt Nejman Walt Nejman Greater Philadelphia Area Details
Walt Nejman's The Vanguard Group Experience March 2008 - Present
Job Financial Analyst ETF Portfolio Management and Trading at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group   March 2008 - Present
Vanguard  March 2007 - March 2008
Vanguard  November 2005 - March 2007
Lincoln Investment Planning  August 2005 - November 2005
Philadelphia Carpenter's Health and Welfare Fund   February 2005 - August 2005
Thomas Jefferson University Hospital  May 2001 - January 2005

Skills
ETFs, Mutual Funds, Trading, Banking, Healthcare, Equities, Bloomberg, Investments, Series 63, Series 7, Portfolio Management, Fixed Income, Asset Managment, Securities, Asset Allocation

Education
Villanova University   2005 — 2008
Master of Business Administration, Finance

Arcadia Uiversity   2001 — 2004
Bachelor of Arts, Business Administration

Community College of Philadelphia   1998 — 2001
Associate of Applied Science, Diagnostic Imaging

Tom Chapin Tom Chapin Greater Philadelphia Area Details
Tom Chapin's The Vanguard Group Experience 1985 - 2006
Job Chief Investment Officer, Mill Creek Capital Advisors LLC
Industry Investment Management
Experience
Mill Creek Capital Advisors LLC  October 2006 - Present
The Vanguard Group   1985 - 2006

Skills
Wealth Management, Fixed Income, Alternative Investments, Endowments, Portfolio Management, Equities, Asset Managment, Risk Management, Financial Modeling, Series 7, Financial Analysis, Relationship Management

Education
Dartmouth College - The Tuck School of Business at Dartmouth   1983 — 1985
MBA

Dartmouth College   1976 — 1980
AB, History

Rob Weening Rob Weening Greater Philadelphia Area Details
Rob Weening's The Vanguard Group Experience Systems AnalystCSC Partners1987 - 1995
Job Lead Information Architect at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group   Systems AnalystCSC Partners1987 - 1995

Skills
Wire Framing, Interaction Design, Usability Testing, User-centered Design, Information Architecture, User Experience, Usability, User Research, Heuristic Evaluation

Education
Temple University   1980 — 1982
MBA, Major in computer science

Colgate University   1964 — 1968
BA, French Literature

Rebecca Hartstein Rebecca Hartstein Greater Chicago Area Details
Rebecca Hartstein's The Vanguard Group Experience May 2002 - April 2003
Job Tax Attorney at Applegate & ThorneThomsen
Industry Law Practice
Experience
Applegate & Thorne-Thomsen   May 2013 - Present
Open Books Ltd   October 2010 - March 2014
Skadden, Arps, Slate, Meagher and Flom   October 2006 - June 2012
US Securities and Exchange Commission  September 2005 - December 2005
Kohn, Kohn and Colapinto   May 2004 - August 2004
The Vanguard Group   May 2002 - April 2003
Anti-Defamation League  May 1999 - August 1999

Skills
Corporate Law, Legal Research, Legal Writing, Mergers & Acquisitions, Joint Ventures, Corporate Governance, Tax Credits

Education
Georgetown University Law Center   2003 — 2006

Cornell University   1998 — 2002
B.A., English, Economics and Sociology

Akiba

John LaVerghetta III John LaVerghetta III Greater Philadelphia Area Details
John LaVerghetta III's The Vanguard Group Experience September 2006 - Present
Job AML Compliance Administrator at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group   September 2006 - Present
Vanguard  April 2000 - September 2006
Vanguard  March 1999 - April 2000

Skills
Microsoft Excel, Microsoft Access, AML, Dashboard Metrics, Data Analysis, Fraud, CAMS

Education
Temple University   1993 — 1996
Bachelor's degree, Secondary Education and Teaching

Community College of Philadelphia   1990 — 1993
Associate's degree, Secondary Education and Teaching

Ann Barth Ann Barth Greater Philadelphia Area Details
Ann Barth's The Vanguard Group Experience February 2004 - Present
Job Accountant at Vanguard
Industry Accounting
Experience
The Vanguard Group   February 2004 - Present
The Vanguard Group   April 2002 - April 2004
The Vanguard Group   April 2000 - April 2002
The Vanguard Group   June 1998 - April 2000
CDI Corporation  July 1997 - June 1998
GETransport International Pool   February 1995 - June 1997
De Lage Landen  October 1987 - February 1995

Skills
Accounting, Financial Services, Auditing, Finance, Financial Reporting, Financial Statements

Education
Villanova University   1993 — 1995
BS, Accountancy

Northeastern University - Graduate School of Business Administration   1985 — 1986
MBA, Finance, General

Villanova University   1981 — 1985
BA-, English/Honors

Kelley Ott Kelley Ott Greater Philadelphia Area Details
Kelley Ott's The Vanguard Group Experience June 2003 - September 2005
Job Medical Staff Coordinator at Riddle Memorial Hospital
Industry Hospital & Health Care
Experience
Riddle Memorial Hospital  January 2007 - Present
Riddle Memorial Hospital  2007 - 2011
Medac  August 2006 - January 2007
Benjamin Cobrin & Company Realtors   October 2005 - January 2007
The Vanguard Group   June 2003 - September 2005
The Vanguard Group   August 1998 - June 2003
The Vanguard Group   September 1993 - August 1998
Hospital of University of Pennsylvania  January 1989 - September 1993
OB/GYN  September 1987 - January 1989
CIGNA  September 1985 - September 1987

Skills
Healthcare, Healthcare Information..., Management, Public Speaking, Leadership, Software Documentation, Process Improvement, Budgets, Analysis, Payroll, Clinical Research, HIPAA, Project Management, Hospitals, Policy, Healthcare Management, EMR, Physicians, Revenue Cycle, JCAHO, Physician Relations, EHR, Managed Care, Medicaid, Medical Terminology, Patient Safety

Education
Saint Joseph's University
B. S, Accounting

Delaware County Community College   1980 — 1982
A. S, Business Administration

Archbishop Prendergast   1976 — 1980

St. Barnabas   1968 — 1976

Alex Dalal Alex Dalal Greater New York City Area Details
Alex Dalal's The Vanguard Group Experience November 1995 - April 2002
Job Project Manager
Industry Information Technology and Services
Experience
Dow Jones  September 2008 - May 2009
Electronic Data Systems  September 2004 - July 2008
Liberty Travel  May 2002 - September 2004
The Vanguard Group   November 1995 - April 2002

Skills
Vendor Management, SDLC, PMO, Integration, Cross-functional Team...

Education
Case Western Reserve University
MS, Polymer Engineering

Jomo Atkins Jomo Atkins Greater Philadelphia Area Details
Jomo Atkins's The Vanguard Group Experience December 2005 - January 2012
Job Financial Services Supervisor
Industry Financial Services
Experience
Vanguard  May 2014 - Present
Vanguard  January 2012 - April 2014
The Vanguard Group   December 2005 - January 2012
Glen Mills Schools  February 1999 - June 2005
The Home Depot, Inc  April 1996 - May 1999

Skills
Retirement, Mutual Funds, Customer Relations, Excel, Insurance, Annuities, Series 7, Relationship Management, Series 6, Coaching, Finance, Leadership, Team Leadership, Financial Markets, Strategic Financial..., Portfolio Management, Asset Allocation, ETFs, Investments, Financial Services, Equities, Customer Service, Wealth Management, Risk Management

Education
Immaculata University   2005 — 2009
BA, Information Technology in Business

Delaware County Community College   1999 — 2002
Associate of Science, Computer Information Systems

Mitch Fryling, CFP, CTFA Mitch Fryling, CFP, CTFA Greater Philadelphia Area Details
Mitch Fryling, CFP, CTFA's The Vanguard Group Experience June 2008 - July 2009
Job Investment Analyst at Vanguard
Industry Financial Services
Experience
Vanguard  December 2014 - Present
Vanguard  April 2013 - December 2014
Scotiabank Global Banking and Markets  March 2010 - April 2013
The Vanguard Group   June 2008 - July 2009
Primerica  June 2005 - July 2007

Skills
Series 63, Series 7, Investment Management, Retirement Planning, Trust Management, Mutual Funds, Investment Strategies, Asset Allocation, Leadership, Portfolio Construction, Retirement Income..., Bloomberg, Thompson One, FactSet

Education
College for Financial Planning   2014 — 2016
Master of Science (MS), Personal Financial Planning

College for Financial Planning   2014 — 2015
Master of Science (MS), Finance Financial Analysis Major

Neumann University   2004 — 2008
Bachelor's degree, Business Administration and Management, General

Neumann University   2004 — 2008
Bachelor's degree, Sports Management

Jocelyn Aaron Jocelyn Aaron Greater Philadelphia Area Details
Jocelyn Aaron's The Vanguard Group Experience January 2001 - April 2003
Job Administrative Assistant, Retail Sales & Marketing at Capital Wine & Spirits
Industry Insurance
Experience
The Charmer Sunbelt Group  March 2014 - Present
Prudential Financial  June 2003 - January 2014
The Vanguard Group   January 2001 - April 2003
GMAC Mortgage  May 2000 - August 2000
West Chester University  September 1999 - May 2000

Skills
Underwriting, Insurance, Life Insurance, Disability Insurance, Dental Insurance, Voluntary Employee..., Census Data, Data Analysis, Data Entry, Microsoft Office, Microsoft Excel, Lotus Notes, Microsoft Word, PowerPoint, Outlook, Call Centers, Home Equity Lines of..., Home Equity Loans, Teamwork, Financial Services, Customer Service, Customer Oriented, Quick Study, Empathy, Cooperative, Time Management, Musical Theatre, Theatre, Choral Conducting, Catholicism, Acting, Voice Acting, Self-starter, Always Willing to Learn, Inter-departmental..., Employee Training, Business Acumen, Management, Critical Thinking, Spreadsheets, Customer Retention, Organization &..., Integrity

Education
West Chester University of Pennsylvania   1999 — 2000
BA

Delaware Valley University
BA

Adam Capes Adam Capes Raleigh-Durham, North Carolina Area Details
Adam Capes's The Vanguard Group Experience January 2007 - June 2008
Job Senior Product Development Manager at SciQuest
Industry Computer Software
Experience
SciQuest  April 2015 - Present
SciQuest  February 2014 - April 2015
Allscripts  May 2011 - February 2014
Allscripts  July 2008 - May 2011
The Vanguard Group   January 2007 - June 2008
The Vanguard Group   January 2004 - December 2006
The Vanguard Group   January 2000 - December 2003
The Vanguard Group   June 1998 - December 1999
International Business Machines  January 1997 - June 1998

Skills
SQL, Agile Methodologies, Quality Assurance, SDLC, Integration, Scrum, Software Project..., Requirements Analysis, Oracle, Software Development

Education
Clemson University   1995 — 1996
Master of Science, Computer Science

DePauw University   1991 — 1995
Bachelor of Music, Music and Computer Science (double major)

Carrie Wanish Carrie Wanish Greater Philadelphia Area Details
Carrie Wanish's The Vanguard Group Experience April 2006 - Present
Job Project Manager with a focus on organizational design and process optimization
Industry Financial Services
Experience
Vanguard  August 2013 - Present
The Vanguard Group   April 2006 - Present
Vanguard  January 2000 - March 2006
The Vanguard Group   February 1998 - December 1999

Skills
Financial Services, Relationship Management, Mutual Funds, 401k, Project Management, Process Improvement, Business Analysis, Requirements Gathering, Risk Management, Investments, CRM, Leadership, Management, Business Process..., Strategic Planning

Education
Saint Joseph's University   2009 — 2016
MBA, Marketing

Cedar Crest College   1994 — 1997
BA, Political Science

Jonathan Kish Jonathan Kish Phoenix, Arizona Area Details
Jonathan Kish's The Vanguard Group Experience December 2009 - July 2011
Job Analyst at Family Office
Industry Financial Services
Experience
Family Office  March 2011 - Present
The Vanguard Group   December 2009 - July 2011
The Vanguard Group   November 2008 - December 2009
The Vanguard Group   August 2008 - October 2008
The Vanguard Group   June 2007 - October 2008
Wells Fargo Financial  June 2006 - May 2007
Northwestern Mutual  May 2005 - August 2005

Education
Clemson University   2002 — 2006
B.S., Management

Clemson University - College of Business and Behavioral Science   2002 — 2006
BS, Management

Ashley Millar Ashley Millar Fort Mill, South Carolina Details
Ashley Millar's The Vanguard Group Experience June 2005 - August 2008
Job Stay at Home Mom
Industry Consumer Services
Experience
Millar Family   April 2012 - Present
Netflix  February 2010 - October 2010
Target - Distribution Center  August 2008 - February 2010
The Vanguard Group   June 2005 - August 2008

Education
Clemson University   2001 — 2005
Bachelor of Arts, Organizational Communication Studies

Clemson University   2001 — 2005
Bachelor's degree, Business/Corporate Communications

Donae A. Minor, Esq. Donae A. Minor, Esq. Pittsburgh, Pennsylvania Details
Donae A. Minor, Esq.'s The Vanguard Group Experience June 2007 - September 2008
Job North Carolina Bar License Pending
Industry Higher Education
Experience
University of Pittsburgh  October 2014 - May 2015
University of Pittsburgh  August 2013 - May 2015
University of Pittsburgh  August 2014 - January 2015
University of Pittsburgh  January 2014 - October 2014
Hutchens Law Firm  May 2014 - August 2014
Highmark  June 2013 - August 2013
Premier Healthcare Alliance  September 2008 - August 2012
The Vanguard Group   June 2007 - September 2008

Skills
CRM, Data Analysis, Business Planning, Financial Analysis, Process Improvement, Training, Coaching, Customer Service, Legal Writing, Leadership, Project Management, Public Speaking, Research, Policy, Analysis, PowerPoint, Microsoft Office

Education
University of Pittsburgh School of Law   2012 — 2015
Doctor of Law (JD)

Pfeiffer University   2008 — 2010
MBA, Masters of Business Administration

Clemson University   2003 — 2007
BS, Management, Human Resources Concentration

Amy Vogt Amy Vogt Greater Philadelphia Area Details
Amy Vogt's The Vanguard Group Experience August 1997 - Present
Job Senior Investment Manager at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group   August 1997 - Present

Education
Cornell University   1986 — 1990
BS, Applied Economics and Business Mgmt

Anthony Device Anthony Device Greater Philadelphia Area Details
Anthony Device's The Vanguard Group Experience 1997 - 2005
Job Sr. Manager New Product Communications, Comcast
Industry Education Management
Experience
Comcast Cable  January 2009 - Present
The Vanguard Group   1997 - 2005

Education
Neumann University   1993 — 1995
Bachelors, Business

Neumann University   1992 — 1995
Bachelors, Business

Delaware County Community College   1991 — 1993
Associates, Business

Joel Hoskinson Joel Hoskinson Greater Philadelphia Area Details
Joel Hoskinson's The Vanguard Group Experience April 1992 - December 1998
Job Sr Programmer Analyst at Automated Financial Systems
Industry Information Technology and Services
Experience
Automated Financial Systems, Inc. (AFS)   January 2011 - Present
United States Soccer Federation  2007 - Present
Wilmington Trust  June 2009 - January 2011
AETEA Information Technology  April 2009 - June 2009
Quest Diagnostics  April 2001 - January 2009
Harleysville Insurance  April 2000 - April 2001
PMG Systems  December 1998 - November 1999
The Vanguard Group   April 1992 - December 1998
CTG  1989 - 1992
EDS, an HP company  February 1989 - August 1989

Skills
COBOL, DB2, JCL, Systems Analysis, SQL, Requirements Analysis, Testing, CICS, Mainframe, SDLC, Analysis, Software Documentation, Fileaid, Business Analysis, IBM Mainframe, Visio, TSO, SDSF, Syncsort, Requirements Gathering, ETL, Endeavor, MVS, IBM Utilities, SPUFI, Data Modeling, Unix, VSAM, ISPF, SAS, Easytrieve, User Acceptance Testing, Xpediter, FTP, Business Requirements, QMF, Access, Crystal Reports, REXX, Database Design, Software Project..., Databases, Disaster Recovery, Data Warehousing, Visual Basic, XML, Healthcare, Insurance, IMS DB/DC

Education
Cedarville University   1983 — 1987
BA, Computer Information Systems / Accounting

Kathleen Mowatt, MBA Kathleen Mowatt, MBA Hackettstown, New Jersey Details
Kathleen Mowatt, MBA's The Vanguard Group Experience January 2002 - July 2004
Job Financial analyst directly impacting company revenue and financial decision making through insightful data analysis
Industry Financial Services
Experience
Pope John XXIII High School  August 2009 - Present
The Vanguard Group   January 2002 - July 2004
Vanguard  2000 - 2002
Vanguard  1998 - 2000

Skills
Financial Analysis, Forecasting, Cross-functional Team..., Process Improvement, Budgeting, Training, Strategic Financial..., Project Management, Financial Modeling, Cost Control, Internal Controls, Budget Analysis, Procurement, Managerial Finance, Budgets, Management, Financial Planning

Education
Centenary College   2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General

Saint Joseph's University   2012 — 2014
Bachelor's degree, Accounting and Finance

Donna Goldhorn Donna Goldhorn Greater Philadelphia Area Details
Donna Goldhorn's The Vanguard Group Experience June 1976 - September 1979
Job Administrative Manager Merrill Lynch Investment Managers
Industry Financial Services
Experience
Merrill Lynch  November 1979 - Present
The Vanguard Group   June 1976 - September 1979

Education
Villanova University   1976 — 1978
Marketing

Delaware County Community College   1974 — 1976

Kimberly Kowalewski Kimberly Kowalewski Greater Pittsburgh Area Details
Kimberly Kowalewski's The Vanguard Group Experience 1992 - 1993
Job Information Security Advisor at Aetna
Industry Information Technology and Services
Experience
Aetna  November 2014 - Present
Aetna  October 2013 - Present
Coventry Health Care (acquired by Aetna 8/13)   December 2012 - December 2013
West Penn Allegheny Health System  July 2000 - December 2012
Allegheny Health Educucation and Research Foundation   1995 - 2000
Allegheny General Hospital  1993 - 1995
The Vanguard Group   1992 - 1993
Siemens Healthcare  1984 - 1992

Skills
IT Risk Management, Disaster Recovery, Business Continuity..., HIPAA, Healthcare Information..., Security Training, IT Security Assessments, Archer, Information Security..., Vendor Management, SDLC, Process Improvement, Software Documentation, Program Management, Healthcare, Security, SharePoint, Visio, Project Management, Business Continuity, Policy, Information Security, EHR, Active Directory, IT Strategy, ITIL, Information Technology, IT Management, PMP, Leadership, Integration, Data Center, System Administration, PMO, Network Security, Computer Security, Systems Analysis, System Deployment, Vulnerability Assessment, Requirements Analysis, Software Project..., Requirements Gathering, IT Service Management, Business Requirements, MS Project, Business Process, Business Analysis, Databases, Governance, Firewalls

Education
Community College of Allegheny County   2011 — 2012
Health Information Technology (HIT)

University of Valley Forge (UVF)
Bachelor's degree, Elementary Education and Teaching

Chris Pirollo Chris Pirollo Greater Philadelphia Area Details
Chris Pirollo's The Vanguard Group Experience January 2012 - Present
Job Project Manager at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group   January 2012 - Present
The Vanguard Group of Investments   2010 - January 2011
The Vanguard Management Group   May 2007 - January 2010
The Vanguard Group   January 2004 - January 2007
Vanguard  January 2000 - January 2004
Vanguard  1996 - January 2000
Automated Financial Systems, Inc. (AFS)   1986 - 1996

Skills
System Testing, SDLC, Management, Business Analysis, Requirements Analysis, Visio, Test Cases, Business Requirements, Waterfall, Software Development, Requirements Gathering, Agile Methodologies, Vendor Management, Business Process..., Software Documentation, PMP, Agile Project Management, Systems Analysis, SharePoint, IT Strategy, Test Management, JCL, SOA, Team Leadership, Databases, Information Technology, COBOL, Oracle, IT Management, Mutual Funds, Project Management, Scrum, Analysis, MS Project, Enterprise Architecture, Financial Services, Program Management, Leadership, DB2, XML, Project Planning, Java, Microsoft Office, Software Project..., Unix

Education
Saint Joseph's University - Erivan K. Haub School of Business   2002 — 2005
Masters, Finance

Eastern University   1998 — 2000
Bachelor, Organizational management

Delaware County Community College   1984 — 1986
associates, Computer programming

Erik Kotanchik Erik Kotanchik Dallas/Fort Worth Area Details
Erik Kotanchik's The Vanguard Group Experience June 2008 - March 2010
Job Principal at Benda Investments
Industry Oil & Energy
Experience
Benda Investments   March 2011 - Present
Fuel City   March 2010 - Present
The Vanguard Group   June 2008 - March 2010
A.G. Edwards   May 2007 - May 2008
Covenant College  May 2007 - May 2008

Skills
Financial Analysis, Budgets, Microsoft Excel, Data Analysis, Microsoft Office, Leadership, Analysis, Access, Financial Reporting, Accounting

Education
Covenant College   2003 — 2008
BA, Business

Rebecca Osting Rebecca Osting Greater Philadelphia Area Details
Rebecca Osting's The Vanguard Group Experience May 1999 - Present
Job Business Tech Administrator at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group   May 1999 - Present
Johnson Controls  March 1997 - March 1999
Pet Valu  June 1996 - 1997
Dolcis   July 1993 - 1996

Skills
Process Improvement, Business Analysis, Visio, Customer Service, Project Management, Microsoft Office, Microsoft Excel, Strategic Planning, PeopleSoft

Education
Delaware County Community College   1998 — 2000
N/A, Business Management

St. Pius X

Christopher Hazel Christopher Hazel Greater Philadelphia Area Details
Christopher Hazel's The Vanguard Group Experience August 2007 - April 2008
Job Associate Producer/Broker
Industry Insurance
Experience
Alliant Insurance Services  October 2008 - Present
The Vanguard Group   August 2007 - April 2008

Education
University of Maryland University College   2005 — 2007
Bachelor's, Business Administration

University of Maryland University College   2005 — 2007
Certificate, Human Resource Management

College of Southern Maryland   2003 — 2005
Associate, Business Adminstration

Bill Bandoch Bill Bandoch Greater Philadelphia Area Details
Bill Bandoch's The Vanguard Group Experience June 1997 - August 1998
Job Senior Manager at SEI
Industry Financial Services
Experience
SEI  January 2003 - Present
Investors Bank & Trust  September 1998 - November 2002
The Vanguard Group   June 1997 - August 1998

Skills
Equities, Hedge Funds, Mutual Funds, Alternative Investments, Fixed Income, Asset Management, Financial Services, Bloomberg, Asset Allocation, Securities, Series 63, Wealth Management, Series 7

Education
Saint Joseph's University - Erivan K. Haub School of Business   2004 — 2006
MBA, Executive MBA

College of the Holy Cross   1993 — 1997
BA, Economics

Saint Joseph's Prep   1989 — 1993

Eva Flaster Eva Flaster Phoenix, Arizona Area Details
Eva Flaster's The Vanguard Group Experience September 2002 - February 2004
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC  December 2011 - Present
CHARLES SCHWAB CORPORATION  February 2004 - April 2010
THE VANGUARD GROUP   September 2002 - February 2004
Salomon Smith Barney  January 1998 - January 2002
CAPITAL MARKET RISK ADVISORS, INC   January 1994 - January 1998
Citicorp  1990 - 1994
CITIBANK, N.A.   1987 - 1989
CITIBANK, N.A.   1985 - 1987

Skills
Investments, Customer Relations, Banking, Retirement, Mutual Funds, Series 7, Wealth Management, Financial Planning, Securities

Education
Bronx H.S. of Science

City University of New York City College
BA, English

Columbia University, New York
Marketing, Management

Hunter College
MA Program, English Literature

New School, New York
MA Program, Urban Affairs & Policy Analysis

Deborah Rhoads Deborah Rhoads Greater Philadelphia Area Details
Deborah Rhoads's The Vanguard Group Experience August 2006 - Present
Job Senior Trust Financial Advisor at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group   August 2006 - Present
The Vanguard Group   1996 - 2009

Skills
Investments, Series 63, Mutual Funds, Retirement Planning, Series 7

Education
Widener University
B.S., Business Management

Delaware County Community College
Associate's degree, Business

Henry Sencherey Henry Sencherey Dover, Delaware Area Details
Henry Sencherey's The Vanguard Group Experience November 2007 - June 2008
Job Onsite Network Engineer at British Telecom
Industry Information Technology and Services
Experience
Bank of America  January 2009 - January 2014
British Telecom  January 2008 - January 2010
The Vanguard Group   November 2007 - June 2008

Skills
Cisco Technologies, F5 BigIP, Firewalls, Load Balancing, Networking, PIX, Routers, Vendor Management, Windows Server, Cisco Nexus, Juniper, Troubleshooting, Unix, Windows, Telecommunications, Switches, WAN, Security, Network Security, Management, Network Administration

Education
Delaware State University   2003 — 2006
B.S, Computer Science

Lincoln University (MO)   2001 — 2004
BS, Computer Science

John McCallister John McCallister Greater Philadelphia Area Details
John McCallister's The Vanguard Group Experience May 1988 - April 1997
Job Director Of Information Systems and Technology at CompServices, Inc
Industry Insurance
Experience
CompServices, Inc  April 2005 - Present
Harleysville Insurance  March 2004 - April 2005
Deutsche Bank  May 1998 - March 2004
Ajilon Consulting  April 1997 - May 1998
The Vanguard Group   May 1988 - April 1997

Skills
SDLC, Insurance, Project Management, Program Management, Management, Leadership, Outsourcing, Vendor Management, Analysis, Requirements Analysis, Project Planning, Management Consulting, Strategic Planning

Education
Delaware Valley University   1980 — 1982
Information Systems

Sudheendran Koyyalummal Sudheendran Koyyalummal San Francisco Bay Area Details
Sudheendran Koyyalummal's The Vanguard Group Experience 2007 - 2010
Job Lead Database Engineer at Salesforce.com
Industry Information Technology and Services
Experience
salesforce.com  July 2013 - Present
Cisco Systems  April 2010 - July 2013
The Vanguard Group   2007 - 2010
Applied Materials  September 2005 - July 2007
GE Healthcare  August 2003 - September 2005

Skills
Oracle, PL/SQL, Performance Tuning, SQL, Unix Shell Scripting, Databases, Oracle Applications, SQL Tuning, Unix, Database Design, Database Administration, Linux, Software Project..., Business Intelligence, Performance Testing, Capacity Planning

Education
College of Engineering, Trivandrum   1999 — 2003
B-Tech, Computer Science & Engineering

Rita Manchanda Rita Manchanda Collegeville, Pennsylvania Details
Rita Manchanda's The Vanguard Group Experience March 2005 - December 2008
Job Independent consultant
Industry Information Technology and Services
Experience
T &M, Inc.   April 2005 - Present
Agilent Technologies  July 2010 - November 2010
The Vanguard Group   March 2005 - December 2008
Aetna, US Healthcare  May 2001 - November 2004
Aetna, US Healthcare  May 2001 - May 2002

Education
DeVry University   2008 — 2010
B.S., Business Information Systems

Community College of Philadelphia
A.A, Business Administration

Jamaal Darby Jamaal Darby Charlotte, North Carolina Area Details
Jamaal Darby's The Vanguard Group Experience September 2000 - April 2004
Job 401 K dept Rep at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  June 2010 - Present
Walgreens  April 2006 - April 2008
The Vanguard Group   September 2000 - April 2004

Skills
Retirement Planning, Investments, Mutual Funds, Customer Service, retail, Non-profits, Quality Assurance, Training, Mentoring, Marketing Strategy, Interviews, Management

Education
Central Piedmont Community College
Associate's degree, Human Services, General

Gardner-Webb University
Bachelor's degree, Business Administration and Management, General

Barbara Losoncy Barbara Losoncy Greater New York City Area Details
Barbara Losoncy's The Vanguard Group Experience 1995 - 2000
Job Program Manager at Capgemini
Industry Management Consulting
Experience
Capgemini  2005 - Present
Citi  2006 - 2008
Proxicom/Dimension Data  2000 - 2005
The Vanguard Group   1995 - 2000
United Way of Greater Philadelphia and Southern New Jersey  1998 - 1998

Skills
Project Management, Program Management, Resource Management, IT Strategy, PMO, Business Transformation, Management Consulting, Business Analysis, Business Process

Education
Cornell University
BA

Janice Little Janice Little Charlotte, North Carolina Details
Janice Little's The Vanguard Group Experience June 1999 - Present
Job Tech Lead at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group   June 1999 - Present
Nations Bank  October 1997 - May 1999
The Indus Group   1995 - 1997
Pittsburgh Business Consultants  June 1993 - June 1995
Dobbs International Services, Inc   January 1990 - June 1993

Skills
DB2, Mainframe, Requirements Analysis, SQL, JCL, Requirements Gathering, COBOLII, Agile Methodologies, Waterfall, IBM Mainframe, IDAA, Eztrieve, Mainframe Express, Software Project..., Easytrieve, COBOL, ICD-9-CM, CPC, CPT, Billing and..., Trained in ICD-10-M, Medical Coding, Medical Receptionist, Administrative Assistant, Medical Terminology

Education
State Technical Institute at Memphis   1988 — 1991
Associate of Arts and Sciences (AAS), Computer Information Systems Technology

Central Piedmont Community College   2011 — 2012
Healthcare

Donald Barnett Donald Barnett Gold Hill, North Carolina Details
Donald Barnett's The Vanguard Group Experience April 2007 - Present
Job Brokerage Supervisor at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group   April 2007 - Present
Motorsports Authentics  1998 - 2007
Ace Hardware  1985 - 1998

Skills
Customer Service

Education
Central Piedmont Community College

Maureen Patrick Maureen Patrick Philadelphia, Pennsylvania Details
Maureen Patrick's The Vanguard Group Experience February 2006 - February 2008
Job Medical Practice Professional
Industry Medical Practice
Experience
Sobriety Through Outpatient, Inc.   March 2009 - Present
Sobriety Through Outpatient   2009 - 2011
The Vanguard Group   February 2006 - February 2008

Skills
Data Entry, Image Processing, Batch Processing, Medical Billing, Medical Records

Education
Community College of Philadelphia   2010 — 2012
American Sign Language

Pennsylvania Institute of Technology   2008 — 2009
Certification, Medical Insurance Specialist/Medical Biller

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