The Vanguard Group
Industry: Investment management company
DescriptionThe Vanguard Group is an American registered investment advisor based in Malvern, Pennsylvania with over $5.1 trillion in assets under management. It is the largest provider of mutual funds and the second-largest provider of exchange-traded funds in the world after BlackRock's iShares. Customer service: 0800 032 3731 Assets under management: 5.1 trillion USD (January 31, 2018) Founder: John C. Bogle Founded: 1 May 1975, Valley Forge, Pennsylvania, United States CEO: Mortimer J. Buckley (Jan 2018–) Headquarters: Valley Forge, Pennsylvania, United States
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The Vanguard Group Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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:
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
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
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
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.
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
The Vanguard Group December 2006 - Present
Randstad Staffing Agency June 2006 - December 2006
Education
Delaware County Community College
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
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
The Vanguard Group March 2010 - Present
Education
Delaware County Community College 1993 — 1996
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
The Vanguard Group Operations AdministratorThe Vanguard GroupJune 2004 - 2007
The Vanguard Group June 2000 - June 2004
Education
Delaware County Community College 1999 — 2000
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
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
Wyeth Pharmaceuticals Associate DirectorWyeth Pharmaceuticals2002 - 2009
The Vanguard Group 1996 - 2002
Education
Chatham University 1981 — 1985
Bachelors, Economics
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
The Vanguard Group August 1997 - Present
Education
Cornell University 1986 — 1990
BS, Applied Economics and Business Mgmt
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
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
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
Merrill Lynch November 1979 - Present
The Vanguard Group June 1976 - September 1979
Education
Villanova University 1976 — 1978
Marketing
Delaware County Community College 1974 — 1976
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
The Vanguard Group April 2007 - Present
Motorsports Authentics 1998 - 2007
Ace Hardware 1985 - 1998
Skills
Customer Service
Education
Central Piedmont Community College
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