The Vanguard Group
Industry: Investment management company
DescriptionThe Vanguard Group is an American registered investment advisor based in Malvern, Pennsylvania with over $5.1 trillion in assets under management. It is the largest provider of mutual funds and the second-largest provider of exchange-traded funds in the world after BlackRock's iShares. Customer service: 0800 032 3731 Assets under management: 5.1 trillion USD (January 31, 2018) Founder: John C. Bogle Founded: 1 May 1975, Valley Forge, Pennsylvania, United States CEO: Mortimer J. Buckley (Jan 2018–) Headquarters: Valley Forge, Pennsylvania, United States
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The Vanguard Group Employees
Employee
Years
Job
Industry
Nicole Stansell Nicole Stansell's The Vanguard Group Experience August 2011 - January 2014
Job Investment Consultant at Vanguard
Industry Financial Services
Experience
Vanguard January 2014 - Present
The Vanguard Group August 2011 - January 2014
First Fidelity Bank August 2007 - October 2010
Wells Fargo July 2006 - August 2007
Skills
Customer Service, Customer Relations, Insurance, Mutual Funds, Banking, Credit, Loans, Risk Management, Finance, Analysis, Investments, Financial Services, Relationship Management, Call Centers, Wealth Management, Retirement Planning, Asset Allocation, Process Improvement
Education
DeVry University Phoenix 2010 — 2012
Bachelor of Applied Science (B.A.Sc.), Business Information Studies
Scottsdale Community College 2003 — 2005
Associate of Arts (A.A.), Musical Theatre
Vanguard January 2014 - Present
The Vanguard Group August 2011 - January 2014
First Fidelity Bank August 2007 - October 2010
Wells Fargo July 2006 - August 2007
Skills
Customer Service, Customer Relations, Insurance, Mutual Funds, Banking, Credit, Loans, Risk Management, Finance, Analysis, Investments, Financial Services, Relationship Management, Call Centers, Wealth Management, Retirement Planning, Asset Allocation, Process Improvement
Education
DeVry University Phoenix 2010 — 2012
Bachelor of Applied Science (B.A.Sc.), Business Information Studies
Scottsdale Community College 2003 — 2005
Associate of Arts (A.A.), Musical Theatre
Paula M Bodden Collins Paula M Bodden Collins's The Vanguard Group Experience July 2000 - October 2007
Job Technical Writer/Editor and Web Content Consultant
Industry Information Technology and Services
Experience
DJA Global Pharma LLC April 2008 - June 2008
The Vanguard Group July 2000 - October 2007
Federal Reserve Bank of Philadelphia October 1997 - May 2000
Infonautics May 1995 - October 1997
Primavera (now Oracle) July 1993 - July 1994
Scangraphics, Inc. 1990 - 1994
Skills
Software Documentation, Web Content Management, Web Content, Web Design, Information Architecture, Analysis, Usability, CSS, HTML, XML, Content Management, JavaScript, Graphic Design, Illustration, Photography, Image Editing, SharePoint, Software Development, Software Quality..., Desktop Application..., Technical Support, Technical Documentation, Technical Writing, Writing, Copy Editing, Design, Data Analysis, Editing, Data Entry, Fact-checking, Ghostwriting, Online Publishing, Reporting & Analysis, Research, Music Theory, Piano Education, Piano Playing, Management, Project Management, Business Analysis, Agile Methodologies, Microsoft Office, CRM
Education
West Chester University of Pennsylvania 1983 — 1986
Bachelor of Arts (B.A.), English Literature, with a Minor in Mathematics
Drexel University 1981 — 1983
Credits and Co-op toward Bachelor of Science (B.S.), Engineering
DJA Global Pharma LLC April 2008 - June 2008
The Vanguard Group July 2000 - October 2007
Federal Reserve Bank of Philadelphia October 1997 - May 2000
Infonautics May 1995 - October 1997
Primavera (now Oracle) July 1993 - July 1994
Scangraphics, Inc. 1990 - 1994
Skills
Software Documentation, Web Content Management, Web Content, Web Design, Information Architecture, Analysis, Usability, CSS, HTML, XML, Content Management, JavaScript, Graphic Design, Illustration, Photography, Image Editing, SharePoint, Software Development, Software Quality..., Desktop Application..., Technical Support, Technical Documentation, Technical Writing, Writing, Copy Editing, Design, Data Analysis, Editing, Data Entry, Fact-checking, Ghostwriting, Online Publishing, Reporting & Analysis, Research, Music Theory, Piano Education, Piano Playing, Management, Project Management, Business Analysis, Agile Methodologies, Microsoft Office, CRM
Education
West Chester University of Pennsylvania 1983 — 1986
Bachelor of Arts (B.A.), English Literature, with a Minor in Mathematics
Drexel University 1981 — 1983
Credits and Co-op toward Bachelor of Science (B.S.), Engineering
Andrew Shuman Andrew Shuman's The Vanguard Group Experience July 2011 - June 2012
Job Investment Analyst at Vanguard
Industry Financial Services
Experience
Vanguard July 2013 - Present
Vanguard June 2012 - June 2013
The Vanguard Group July 2011 - June 2012
Skills
Investments, Technical Analysis, Economics, German, Public Speaking, Asset Allocation, Series 63, Series 7, FactSet, Microsoft Excel, PowerPoint
Education
Dickinson College 2007 — 2011
Bachelor of Arts, Economics
Vanguard July 2013 - Present
Vanguard June 2012 - June 2013
The Vanguard Group July 2011 - June 2012
Skills
Investments, Technical Analysis, Economics, German, Public Speaking, Asset Allocation, Series 63, Series 7, FactSet, Microsoft Excel, PowerPoint
Education
Dickinson College 2007 — 2011
Bachelor of Arts, Economics
Keisha Melanie Newell Keisha Melanie Newell's The Vanguard Group Experience August 2004 - November 2007
Job Sr. Director Benefit Strategy
Industry Human Resources
Experience
ADP October 2014 - Present
ADP TotalSource March 2008 - October 2014
The Vanguard Group August 2004 - November 2007
Goldman Sachs May 2000 - August 2002
Goldman Sachs Asset Management September 1998 - May 2000
Dime Savings and Loan July 1997 - September 1998
Education
Duke University - The Fuqua School of Business 2002 — 2004
MBA, Finance
University of Florida - Warrington College Of Business 1993 — 1997
BS, Finance and Risk Management
ADP October 2014 - Present
ADP TotalSource March 2008 - October 2014
The Vanguard Group August 2004 - November 2007
Goldman Sachs May 2000 - August 2002
Goldman Sachs Asset Management September 1998 - May 2000
Dime Savings and Loan July 1997 - September 1998
Education
Duke University - The Fuqua School of Business 2002 — 2004
MBA, Finance
University of Florida - Warrington College Of Business 1993 — 1997
BS, Finance and Risk Management
Nancy Sandoval Nancy Sandoval's The Vanguard Group Experience March 2011 - February 2012
Job Associate Investment Specialist at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation April 2014 - Present
Northern Trust Corporation July 2012 - April 2014
The Vanguard Group March 2011 - February 2012
Vanguard January 2009 - March 2011
Vanguard January 2008 - January 2009
Vanguard November 2006 - January 2008
Skills
Mutual Funds, Investments, Equities, Portfolio Management, Securities, Bloomberg, Financial Services, Fixed Income, Asset Allocation, Strategic Financial..., Series 63, Series 7
Education
Western Washington University 2002 — 2004
DePaul University
CFP Program
Northern Trust Corporation April 2014 - Present
Northern Trust Corporation July 2012 - April 2014
The Vanguard Group March 2011 - February 2012
Vanguard January 2009 - March 2011
Vanguard January 2008 - January 2009
Vanguard November 2006 - January 2008
Skills
Mutual Funds, Investments, Equities, Portfolio Management, Securities, Bloomberg, Financial Services, Fixed Income, Asset Allocation, Strategic Financial..., Series 63, Series 7
Education
Western Washington University 2002 — 2004
DePaul University
CFP Program
Peggy Flynn, CFA Peggy Flynn, CFA's The Vanguard Group Experience May 2005 - September 2007
Job Investment Services Consultant at Curcio Webb, LLC
Industry Investment Management
Experience
Curcio Webb, LLC January 2015 - Present
Wescott Financial Advisory Group May 2009 - January 2015
SEI Investments September 2007 - February 2009
The Vanguard Group May 2005 - September 2007
Gartmore August 2000 - May 2005
Rittenhouse Financial Services, Inc., Radnor, PA July 1998 - August 2000
Philadelphia Municipal Pension Fund May 1987 - June 1998
Education
CFA
Chartered Financial Analyst designation, Investments
Drexel University
Master of Business Administration (M.B.A.), Corporate Finance
Penn State University
B.S., Health, Planning and Administration
Curcio Webb, LLC January 2015 - Present
Wescott Financial Advisory Group May 2009 - January 2015
SEI Investments September 2007 - February 2009
The Vanguard Group May 2005 - September 2007
Gartmore August 2000 - May 2005
Rittenhouse Financial Services, Inc., Radnor, PA July 1998 - August 2000
Philadelphia Municipal Pension Fund May 1987 - June 1998
Education
CFA
Chartered Financial Analyst designation, Investments
Drexel University
Master of Business Administration (M.B.A.), Corporate Finance
Penn State University
B.S., Health, Planning and Administration
Ilya Rabovetsky Ilya Rabovetsky's The Vanguard Group Experience September 2005 - March 2006
Job Broker/Owner at REDBLOCK Realty Inc.
Industry Real Estate
Experience
REDBLOCK Realty Inc. February 2010 - Present
Morgan Properties September 2007 - December 2009
The Vanguard Group September 2005 - March 2006
The Vanguard Group September 2004 - March 2005
The Vanguard Group June 2003 - March 2004
Skills
Investments, Real Estate, Investment Properties, Property Management, Asset Managment, Real Estate Transactions, Real Estate Economics, Real Estate Development, Brokerage, Residential Homes, Due Diligence, Financial Analysis, Real Estate Financing, Disposition, Sellers, Valuation, Apartments, Finance, Leases, Rentals, Asset Management, Foreclosures, Investors, Real Property, Commercial Real Estate, REO, New Home Sales, Single Family Homes, Condos, Real Estate Investor, Buyer Representation, Selling, Referrals, Relocation, Acquisitions, Listings, Short Sales, Townhomes, First Time Home Sellers, Property, Buyers, Corporate Real Estate, Luxury, 1031 Exchanges, Refinance, Residential Mortgages, HUD, Commercial Mortgages, First Time Sellers
Education
Drexel University 2002 — 2006
REDBLOCK Realty Inc. February 2010 - Present
Morgan Properties September 2007 - December 2009
The Vanguard Group September 2005 - March 2006
The Vanguard Group September 2004 - March 2005
The Vanguard Group June 2003 - March 2004
Skills
Investments, Real Estate, Investment Properties, Property Management, Asset Managment, Real Estate Transactions, Real Estate Economics, Real Estate Development, Brokerage, Residential Homes, Due Diligence, Financial Analysis, Real Estate Financing, Disposition, Sellers, Valuation, Apartments, Finance, Leases, Rentals, Asset Management, Foreclosures, Investors, Real Property, Commercial Real Estate, REO, New Home Sales, Single Family Homes, Condos, Real Estate Investor, Buyer Representation, Selling, Referrals, Relocation, Acquisitions, Listings, Short Sales, Townhomes, First Time Home Sellers, Property, Buyers, Corporate Real Estate, Luxury, 1031 Exchanges, Refinance, Residential Mortgages, HUD, Commercial Mortgages, First Time Sellers
Education
Drexel University 2002 — 2006
Irma Labrice Irma Labrice's The Vanguard Group Experience April 2008 - Present
Job InfoSec at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group April 2008 - Present
The Vanguard Group April 2008 - August 2011
Skills
Unix, Disaster Recovery, Information Security..., Security, Linux, Vulnerability Assessment, Computer Security, Network Security, System Administration, Change Management, Microsoft Office, Access, Windows Server, Information Technology, Windows 7, XP, Windows, Active Directory, Information Security, Visio, Windows XP
Education
Drexel University 2006 — 2008
Bachelor of Science (BS), Information Security and Technology
The Vanguard Group April 2008 - Present
The Vanguard Group April 2008 - August 2011
Skills
Unix, Disaster Recovery, Information Security..., Security, Linux, Vulnerability Assessment, Computer Security, Network Security, System Administration, Change Management, Microsoft Office, Access, Windows Server, Information Technology, Windows 7, XP, Windows, Active Directory, Information Security, Visio, Windows XP
Education
Drexel University 2006 — 2008
Bachelor of Science (BS), Information Security and Technology
Amber Derosa Amber Derosa's The Vanguard Group Experience February 2005 - April 2008
Job Sr. Usability Engineer at Vanguard
Industry Information Technology and Services
Experience
Vanguard April 2008 - Present
The Vanguard Group February 2005 - April 2008
Club Systems Group June 2003 - November 2004
Aetna July 2002 - June 2003
BHC Securities 1999 - 1999
Skills
Analysis, Workshop Facilitation, Usability Testing, Information Architecture, User-centered Design, User Experience, Interaction Design, Heuristic Evaluation, User Interface Design, Requirements Gathering, User Research, Usability, Requirements Analysis, Wireframes, Usability Engineering, Persona, Contextual Inquiry, Card Sorting, User Scenarios, Task Analysis, Human Computer..., User Experience Design, Wire Framing, Paper Prototyping, Site Maps
Education
Drexel University 2002 — 2004
Masters, Information Science and Technology, GPA 4.0
Vanguard April 2008 - Present
The Vanguard Group February 2005 - April 2008
Club Systems Group June 2003 - November 2004
Aetna July 2002 - June 2003
BHC Securities 1999 - 1999
Skills
Analysis, Workshop Facilitation, Usability Testing, Information Architecture, User-centered Design, User Experience, Interaction Design, Heuristic Evaluation, User Interface Design, Requirements Gathering, User Research, Usability, Requirements Analysis, Wireframes, Usability Engineering, Persona, Contextual Inquiry, Card Sorting, User Scenarios, Task Analysis, Human Computer..., User Experience Design, Wire Framing, Paper Prototyping, Site Maps
Education
Drexel University 2002 — 2004
Masters, Information Science and Technology, GPA 4.0
Emmanuel Arriaga Emmanuel Arriaga's The Vanguard Group Experience January 2011 - March 2013
Job IT Project Manager Security Systems at Vanguard
Industry Financial Services
Experience
Vanguard April 2015 - Present
Vanguard April 2013 - April 2015
The Vanguard Group January 2011 - March 2013
The Vanguard Group January 2009 - December 2010
DeVry University August 2007 - June 2008
H&R Block November 2007 - April 2008
Circuit City August 2006 - December 2007
Skills
Troubleshooting, Visio, Software Documentation, SharePoint, Technical Support, Unix, Cisco Technologies, Security, Windows Server, Networking, Hardware, F5 BigIP, Information Technology, Process Improvement, DNS, Windows, Telecommunications, System Administration, Help Desk Support, Computer Hardware, Customer Service, Testing, Software Installation, Linux, HTML, Microsoft Office, XML, Databases, Switches, Active Directory, Servers, Firewalls, Continuous Delivery, CCNA, Security+, Kanban, Agile Methodologies
Education
Penn State University 2010 — 2012
Master of Science, Information Science
DeVry University 2004 — 2008
Bachelor of Science, Network and Communications Management
Vanguard April 2015 - Present
Vanguard April 2013 - April 2015
The Vanguard Group January 2011 - March 2013
The Vanguard Group January 2009 - December 2010
DeVry University August 2007 - June 2008
H&R Block November 2007 - April 2008
Circuit City August 2006 - December 2007
Skills
Troubleshooting, Visio, Software Documentation, SharePoint, Technical Support, Unix, Cisco Technologies, Security, Windows Server, Networking, Hardware, F5 BigIP, Information Technology, Process Improvement, DNS, Windows, Telecommunications, System Administration, Help Desk Support, Computer Hardware, Customer Service, Testing, Software Installation, Linux, HTML, Microsoft Office, XML, Databases, Switches, Active Directory, Servers, Firewalls, Continuous Delivery, CCNA, Security+, Kanban, Agile Methodologies
Education
Penn State University 2010 — 2012
Master of Science, Information Science
DeVry University 2004 — 2008
Bachelor of Science, Network and Communications Management
Danielle Howley Danielle Howley's The Vanguard Group Experience December 1996 - June 1998
Job Principal, Creative Director at Digital Coast Marketing
Industry Design
Experience
Digital Coast Marketing April 2011 - Present
The Bing Group June 1998 - May 2012
The Vanguard Group December 1996 - June 1998
Drexel University November 1995 - December 1996
University of Pennsylvania February 1990 - November 1993
Skills
Advertising, Brochures, Direct Mail, Logo Design, Logos, Newsletters, Graphic Design, Web Design, Brand Development, Corporate Identity, InDesign, Adobe Creative Suite, Art Direction, Creative Direction, Social Media, Annual Reports, Print Production, Marketing Communications, Marketing Strategy, Social Media Marketing, Strategy, Digital Media, Mac, Publications, Layout, Management, Graphics, Magazines, Marketing, Corporate Branding, QuarkXPress, Photography, Posters
Education
Drexel University 1987 — 1991
Bachelor of Science, Graphic Design, Psychology
University of Pennysylvania
Digital Coast Marketing April 2011 - Present
The Bing Group June 1998 - May 2012
The Vanguard Group December 1996 - June 1998
Drexel University November 1995 - December 1996
University of Pennsylvania February 1990 - November 1993
Skills
Advertising, Brochures, Direct Mail, Logo Design, Logos, Newsletters, Graphic Design, Web Design, Brand Development, Corporate Identity, InDesign, Adobe Creative Suite, Art Direction, Creative Direction, Social Media, Annual Reports, Print Production, Marketing Communications, Marketing Strategy, Social Media Marketing, Strategy, Digital Media, Mac, Publications, Layout, Management, Graphics, Magazines, Marketing, Corporate Branding, QuarkXPress, Photography, Posters
Education
Drexel University 1987 — 1991
Bachelor of Science, Graphic Design, Psychology
University of Pennysylvania
Robert Nestor, CFA Robert Nestor, CFA's The Vanguard Group Experience April 1991 - May 2007
Job Managing Director Head of iShares Smart Beta & Fixed Income Product Strategy at BlackRock
Industry Investment Management
Experience
BlackRock May 2015 - Present
BlackRock April 2014 - Present
BlackRock August 2012 - March 2014
BlackRock November 2011 - August 2012
BlackRock September 2010 - November 2011
BlackRock December 2009 - September 2010
Barclays Global Investors February 2008 - December 2009
Barclays Global Investors May 2007 - February 2008
The Vanguard Group April 1991 - May 2007
Skills
ETFs, Series 7, Mutual Funds, Asset Managment, Investments, Portfolio Management, Series 63, Wealth Management, Investment Management, Asset Management, Investment Strategies
Education
Drexel University - LeBow College of Business 1993 — 1995
MBA, Finance
University of Delaware - Lerner College of Business and Economics 1986 — 1990
BS, Economics
BlackRock May 2015 - Present
BlackRock April 2014 - Present
BlackRock August 2012 - March 2014
BlackRock November 2011 - August 2012
BlackRock September 2010 - November 2011
BlackRock December 2009 - September 2010
Barclays Global Investors February 2008 - December 2009
Barclays Global Investors May 2007 - February 2008
The Vanguard Group April 1991 - May 2007
Skills
ETFs, Series 7, Mutual Funds, Asset Managment, Investments, Portfolio Management, Series 63, Wealth Management, Investment Management, Asset Management, Investment Strategies
Education
Drexel University - LeBow College of Business 1993 — 1995
MBA, Finance
University of Delaware - Lerner College of Business and Economics 1986 — 1990
BS, Economics
Aristotel Moumas Aristotel Moumas's The Vanguard Group Experience 2007 - August 2008
Job Associate at Capehart Scatchard
Industry Law Practice
Experience
Capehart Scatchard March 2014 - March 2015
Chimicles & Tikellis LLP November 2011 - March 2014
Philadelphia District Attorney's Office 2009 - 2009
The Vanguard Group 2007 - August 2008
Skills
Excel, Word, Microsoft Office, Economics, Databases, Securities, Insurance, Legal Research, Mutual Funds
Education
Drexel University 2008 — 2011
Juris Doctorate
Drexel University 2002 — 2007
Bachelor of Science (BS), Business Administration, International Business, Legal Studies
Drexel University 2002 — 2007
Bachelor of Science (BS), Economics
Capehart Scatchard March 2014 - March 2015
Chimicles & Tikellis LLP November 2011 - March 2014
Philadelphia District Attorney's Office 2009 - 2009
The Vanguard Group 2007 - August 2008
Skills
Excel, Word, Microsoft Office, Economics, Databases, Securities, Insurance, Legal Research, Mutual Funds
Education
Drexel University 2008 — 2011
Juris Doctorate
Drexel University 2002 — 2007
Bachelor of Science (BS), Business Administration, International Business, Legal Studies
Drexel University 2002 — 2007
Bachelor of Science (BS), Economics
Patrick Cardelli's The Vanguard Group Experience February 2006 - October 2011
Job Client Relationship Administrator at Vanguard
Industry Financial Services
Experience
Vanguard February 2006 - Present
The Vanguard Group February 2006 - October 2011
The Home Depot October 1999 - December 2005
Skills
401k, Project Management, Retirement Planning, Microsoft Office, Process Improvement, Financial Services, Customer Service, Mutual Funds, Team Building, Data Analysis, CRM, Relationship Management
Education
Immaculata University 2008 — 2011
BA, Human Performance Management
Millersville University of Pennsylvania 2001 — 2005
Technology Education
Downingtown Senior High School 1995 — 1999
DeSales University
Master of Business Administration (MBA), Management
Vanguard February 2006 - Present
The Vanguard Group February 2006 - October 2011
The Home Depot October 1999 - December 2005
Skills
401k, Project Management, Retirement Planning, Microsoft Office, Process Improvement, Financial Services, Customer Service, Mutual Funds, Team Building, Data Analysis, CRM, Relationship Management
Education
Immaculata University 2008 — 2011
BA, Human Performance Management
Millersville University of Pennsylvania 2001 — 2005
Technology Education
Downingtown Senior High School 1995 — 1999
DeSales University
Master of Business Administration (MBA), Management
Bob Howland Bob Howland's The Vanguard Group Experience May 1997 - April 2004
Job General Manager at Blueport Commerce
Industry Internet
Experience
Blueport Commerce September 2012 - Present
Spencer Partners September 2008 - August 2012
Affiliated Distributors 2010 - 2011
GSI Commerce April 2004 - March 2008
PHILADANCO 2005 - 2007
The Vanguard Group May 1997 - April 2004
McNeil Consumer Healthcare April 1995 - March 1997
General Electric April 1989 - March 1995
American Express August 1985 - March 1989
Skills
Marketing Strategy, Product Development, Analytics, Go-to-market Strategy, P&L Management, Digital Marketing, Customer Experience, Team Building, E-commerce, Customer Engagement, Strategic Partnerships, Strategy, SaaS, Cross-functional Team..., Start-ups, Management, Product Marketing, Product Management, Business Development, Marketing Management, CRM, Leadership, Entrepreneurship
Education
Duke University - The Fuqua School of Business 1992 — 1994
MBA, Marketing/Strategy
Vassar College 1981 — 1985
B.A., Economics
Blueport Commerce September 2012 - Present
Spencer Partners September 2008 - August 2012
Affiliated Distributors 2010 - 2011
GSI Commerce April 2004 - March 2008
PHILADANCO 2005 - 2007
The Vanguard Group May 1997 - April 2004
McNeil Consumer Healthcare April 1995 - March 1997
General Electric April 1989 - March 1995
American Express August 1985 - March 1989
Skills
Marketing Strategy, Product Development, Analytics, Go-to-market Strategy, P&L Management, Digital Marketing, Customer Experience, Team Building, E-commerce, Customer Engagement, Strategic Partnerships, Strategy, SaaS, Cross-functional Team..., Start-ups, Management, Product Marketing, Product Management, Business Development, Marketing Management, CRM, Leadership, Entrepreneurship
Education
Duke University - The Fuqua School of Business 1992 — 1994
MBA, Marketing/Strategy
Vassar College 1981 — 1985
B.A., Economics
Yoona Koh Yoona Koh's The Vanguard Group Experience July 2011 - October 2012
Job Investment Analyst at Vanguard Institutional Advisory Services
Industry Financial Services
Experience
Vanguard Institutional Advisory Services June 2014 - Present
Vanguard October 2012 - May 2014
The Vanguard Group July 2011 - October 2012
Vanguard March 2010 - September 2010
Hana Tax Management Corporation July 2009 - August 2009
United America Insurance Group September 2008 - February 2009
Philadelphia Water Department September 2007 - March 2008
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, Bloomberg, Economics, Institutional..., Performance Analysis, Relationship Management, Financial Reporting, Investment Research, FactSet, Mutual Funds, Indexing, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Access
Education
Drexel University 2006 — 2011
Bachelor of Business Administration (B.B.A.), Accounting and Finance
서울대학교 / Seoul National University 2010 — 2010
Exchange Student, Business Administration and Management, General
Vanguard Institutional Advisory Services June 2014 - Present
Vanguard October 2012 - May 2014
The Vanguard Group July 2011 - October 2012
Vanguard March 2010 - September 2010
Hana Tax Management Corporation July 2009 - August 2009
United America Insurance Group September 2008 - February 2009
Philadelphia Water Department September 2007 - March 2008
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, Bloomberg, Economics, Institutional..., Performance Analysis, Relationship Management, Financial Reporting, Investment Research, FactSet, Mutual Funds, Indexing, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Access
Education
Drexel University 2006 — 2011
Bachelor of Business Administration (B.B.A.), Accounting and Finance
서울대학교 / Seoul National University 2010 — 2010
Exchange Student, Business Administration and Management, General
James Maenner James Maenner's The Vanguard Group Experience April 1998 - February 2001
Job Director of Quality Assurance at NRG
Industry Information Technology and Services
Experience
NRG November 2012 - Present
PJM Interconnection April 2012 - September 2012
MEI March 2011 - April 2012
Kenexa April 2010 - March 2011
PJM Interconnection July 2008 - April 2010
Philadelphia Insurance Companies June 2007 - February 2008
Cadient Group 2008 - 2008
IDP 2005 - 2007
MBNA February 2001 - March 2005
The Vanguard Group April 1998 - February 2001
Skills
Quality Assurance, SDLC, User Acceptance Testing, Testing, Software Quality..., Business Analysis, Requirements Analysis, Agile Methodologies, Test Planning, Process Improvement, Test Cases, SQL, SharePoint, Requirements Gathering, Quality Center, Regression Testing, Software Project..., System Testing, Visio, Agile Testing, Software Documentation, Waterfall, JIRA, Microsoft SQL Server, Business Requirements, Oracle, Manual Testing, Test Strategy, Scrum, Test Management, Integration, Databases, TFS, SOA, Atlassian JIRA, Defect Tracking
Education
Saint Joseph's University 1994 — 1996
Bachelor of Science, Marketing
Drexel University 1991 — 1993
Marketing
Monsignor Bonner High School 1987 — 1991
College Prep, Business
NRG November 2012 - Present
PJM Interconnection April 2012 - September 2012
MEI March 2011 - April 2012
Kenexa April 2010 - March 2011
PJM Interconnection July 2008 - April 2010
Philadelphia Insurance Companies June 2007 - February 2008
Cadient Group 2008 - 2008
IDP 2005 - 2007
MBNA February 2001 - March 2005
The Vanguard Group April 1998 - February 2001
Skills
Quality Assurance, SDLC, User Acceptance Testing, Testing, Software Quality..., Business Analysis, Requirements Analysis, Agile Methodologies, Test Planning, Process Improvement, Test Cases, SQL, SharePoint, Requirements Gathering, Quality Center, Regression Testing, Software Project..., System Testing, Visio, Agile Testing, Software Documentation, Waterfall, JIRA, Microsoft SQL Server, Business Requirements, Oracle, Manual Testing, Test Strategy, Scrum, Test Management, Integration, Databases, TFS, SOA, Atlassian JIRA, Defect Tracking
Education
Saint Joseph's University 1994 — 1996
Bachelor of Science, Marketing
Drexel University 1991 — 1993
Marketing
Monsignor Bonner High School 1987 — 1991
College Prep, Business
J. T. Sandone, MBA, MBA/MS J. T. Sandone, MBA, MBA/MS's The Vanguard Group Experience February 2008 - Present
Job Finance Manager International FP&A at Vanguard
Industry Financial Services
Experience
The Vanguard Group February 2008 - Present
Neoforma, Inc. May 2003 - April 2006
Kinetigy September 2001 - April 2003
VerticalNet August 1999 - September 2001
VWR International, Inc. February 1995 - August 1999
Skills
Corporate Finance, Relationship Management, Strategic Planning, Strategy, Six Sigma, Business Strategy, Product Management, Business Development, Sales, Mutual Funds, Leadership, Risk Management, Access, Competitive Analysis, Microsoft Excel, Cross-functional Team..., Financial Services, French, English, Separately Managed..., International Finance, Business Intelligence, Finance, Minitab, Pricing Analysis, Decision Support, Cost Models, Marketing, Laboratory Equipment, Management, Sales Operations, Pricing, Strategic Financial..., Financial Analysis, Financial Modeling, Business Planning, Project Management
Education
Temple University - Fox School of Business and Management 2006 — 2008
Master of Business Administration (M.B.A.), International Business
Temple University - Fox School of Business and Management 2006 — 2008
Master's Degree, Finance
Ecole des Ponts ParisTech 2006 — 2007
Master of Business Administration (M.B.A.), International Business
Dickinson College 1990 — 1994
Bachelor's Degree, Chemistry
The Vanguard Group February 2008 - Present
Neoforma, Inc. May 2003 - April 2006
Kinetigy September 2001 - April 2003
VerticalNet August 1999 - September 2001
VWR International, Inc. February 1995 - August 1999
Skills
Corporate Finance, Relationship Management, Strategic Planning, Strategy, Six Sigma, Business Strategy, Product Management, Business Development, Sales, Mutual Funds, Leadership, Risk Management, Access, Competitive Analysis, Microsoft Excel, Cross-functional Team..., Financial Services, French, English, Separately Managed..., International Finance, Business Intelligence, Finance, Minitab, Pricing Analysis, Decision Support, Cost Models, Marketing, Laboratory Equipment, Management, Sales Operations, Pricing, Strategic Financial..., Financial Analysis, Financial Modeling, Business Planning, Project Management
Education
Temple University - Fox School of Business and Management 2006 — 2008
Master of Business Administration (M.B.A.), International Business
Temple University - Fox School of Business and Management 2006 — 2008
Master's Degree, Finance
Ecole des Ponts ParisTech 2006 — 2007
Master of Business Administration (M.B.A.), International Business
Dickinson College 1990 — 1994
Bachelor's Degree, Chemistry
Scott Arrieta Scott Arrieta's The Vanguard Group Experience October 2010 - September 2011
Job Head of Customer Service at Tile
Industry Consumer Electronics
Experience
Tile January 2015 - Present
Jawbone July 2013 - January 2015
Inspire Business Concepts September 2011 - July 2013
The Vanguard Group October 2010 - September 2011
The Vanguard Group October 2009 - October 2010
The Vanguard Group July 2008 - October 2009
The Vanguard Group September 2007 - July 2008
The Vanguard Group June 2007 - September 2007
The Vanguard Group August 2006 - June 2007
The Vanguard Group August 2005 - August 2006
Skills
FINRA Series 6, Business Strategy, Cross-functional Team..., FINRA Series 26, FINRA Series 63, Web Design, Content Creation, Content Strategy, Content Writing, Content Development, Copywriting, Website Copy, DMAIC, Series 63, Studio Lighting, Natural Lighting, Internet Marketing, Project Management, SEO, SEO copywriting, SEM, PPC, Video Production, Digital Photography, Portrait Photography, Leadership, Web Marketing, Marketing Copy, Series 6, Strategy, Email Marketing, CRM, Digital Marketing, Social Media Marketing, Contact Center..., Net Promoter Score, Customer Satisfaction, Customer Experience, Lean Operations, Six Sigma, Management, Strategic Planning, Business Development, Change Management, Training, Marketing
Education
Duke University - The Fuqua School of Business 2008 — 2010
Master of Business Administration, Marketing & Strategy
University of Phoenix 2005 — 2007
Bachelors of Science In Business Management, Business
University of Arizona 2001 — 2003
Business Management, Pre-Law
University of California, Los Angeles 2000 — 2000
Biology
Tile January 2015 - Present
Jawbone July 2013 - January 2015
Inspire Business Concepts September 2011 - July 2013
The Vanguard Group October 2010 - September 2011
The Vanguard Group October 2009 - October 2010
The Vanguard Group July 2008 - October 2009
The Vanguard Group September 2007 - July 2008
The Vanguard Group June 2007 - September 2007
The Vanguard Group August 2006 - June 2007
The Vanguard Group August 2005 - August 2006
Skills
FINRA Series 6, Business Strategy, Cross-functional Team..., FINRA Series 26, FINRA Series 63, Web Design, Content Creation, Content Strategy, Content Writing, Content Development, Copywriting, Website Copy, DMAIC, Series 63, Studio Lighting, Natural Lighting, Internet Marketing, Project Management, SEO, SEO copywriting, SEM, PPC, Video Production, Digital Photography, Portrait Photography, Leadership, Web Marketing, Marketing Copy, Series 6, Strategy, Email Marketing, CRM, Digital Marketing, Social Media Marketing, Contact Center..., Net Promoter Score, Customer Satisfaction, Customer Experience, Lean Operations, Six Sigma, Management, Strategic Planning, Business Development, Change Management, Training, Marketing
Education
Duke University - The Fuqua School of Business 2008 — 2010
Master of Business Administration, Marketing & Strategy
University of Phoenix 2005 — 2007
Bachelors of Science In Business Management, Business
University of Arizona 2001 — 2003
Business Management, Pre-Law
University of California, Los Angeles 2000 — 2000
Biology
Monica Lizarraga Monica Lizarraga's The Vanguard Group Experience July 2005 - May 2006
Job Experienced Multilingual Professional with Extensive Project Management Experience
Industry Nonprofit Organization Management
Experience
American College of Physicians January 2008 - Present
Magnum Group, Inc. January 2007 - December 2007
The Hershey Company May 2006 - November 2006
The Vanguard Group July 2005 - May 2006
Skills
Spanish, English, PowerPoint, Excel, Microsoft Office, Non-profits, Customer Relations, Writing, Word, Administration, Customer Service, HTML, Outlook, Nonprofits, Microsoft Word, Microsoft Excel, Fundraising, Project Planning, Community Outreach, Research, Healthcare, Management, Editing, Public Speaking, Social Media, Event Planning
Education
Drexel University 2011 — 2013
Master's, Public Health
New York University 2007 — 2009
Certificate in Translation, Spanish to English
The American University of Rome 2001 — 2005
Bachelor of Science, Business Administration with a concentration in Marketing
American College of Physicians January 2008 - Present
Magnum Group, Inc. January 2007 - December 2007
The Hershey Company May 2006 - November 2006
The Vanguard Group July 2005 - May 2006
Skills
Spanish, English, PowerPoint, Excel, Microsoft Office, Non-profits, Customer Relations, Writing, Word, Administration, Customer Service, HTML, Outlook, Nonprofits, Microsoft Word, Microsoft Excel, Fundraising, Project Planning, Community Outreach, Research, Healthcare, Management, Editing, Public Speaking, Social Media, Event Planning
Education
Drexel University 2011 — 2013
Master's, Public Health
New York University 2007 — 2009
Certificate in Translation, Spanish to English
The American University of Rome 2001 — 2005
Bachelor of Science, Business Administration with a concentration in Marketing
Jim Cecere Jim Cecere's The Vanguard Group Experience October 2002 - August 2007
Job Global Business Executive
Industry Financial Services
Experience
BNY Mellon August 2014 - Present
BNY Mellon September 2012 - Present
BNY Mellon October 2009 - September 2012
Marc Capital Group, LLC December 2007 - October 2009
The Vanguard Group October 2002 - August 2007
JPMorgan October 1992 - September 2002
Skills
Asset Managment, Risk Management, Banking, Product Management, ETFs, Alternative Investments, Hedge Funds, Mutual Funds, Securities, Fixed Income, Equities, Capital Markets, Financial Services, Financial Markets, Derivatives, Foreign Exchange, Bloomberg, Strategy, Asset Management, Portfolio Management, Series 7, FX Options, Start-ups, Investments, Business Development, Bonds, Investment Banking, Corporate Actions, Relationship Management, Investment Management, Investment Strategies, Emerging Markets, Funding, Fund Administration, Cash Management, CRM, Trading, Wealth Management, Asset Allocation, Options, Series 63, Cross-functional Team...
Education
Duke University - The Fuqua School of Business 1999 — 2001
MBA, Business Administration
New York University 1997 — 1998
Certificate, International Business
Hobart and William Smith Colleges 1987 — 1991
BA, American Studies/Political Science
BNY Mellon August 2014 - Present
BNY Mellon September 2012 - Present
BNY Mellon October 2009 - September 2012
Marc Capital Group, LLC December 2007 - October 2009
The Vanguard Group October 2002 - August 2007
JPMorgan October 1992 - September 2002
Skills
Asset Managment, Risk Management, Banking, Product Management, ETFs, Alternative Investments, Hedge Funds, Mutual Funds, Securities, Fixed Income, Equities, Capital Markets, Financial Services, Financial Markets, Derivatives, Foreign Exchange, Bloomberg, Strategy, Asset Management, Portfolio Management, Series 7, FX Options, Start-ups, Investments, Business Development, Bonds, Investment Banking, Corporate Actions, Relationship Management, Investment Management, Investment Strategies, Emerging Markets, Funding, Fund Administration, Cash Management, CRM, Trading, Wealth Management, Asset Allocation, Options, Series 63, Cross-functional Team...
Education
Duke University - The Fuqua School of Business 1999 — 2001
MBA, Business Administration
New York University 1997 — 1998
Certificate, International Business
Hobart and William Smith Colleges 1987 — 1991
BA, American Studies/Political Science
Bill Moffett Bill Moffett's The Vanguard Group Experience 2006 - 2009
Job Technical Communicator, Retired
Industry Writing and Editing
Experience
self-employed January 2013 - December 2013
JPMorgan Chase December 2011 - December 2012
The Edit Shop 2009 - November 2011
The Vanguard Group 2006 - 2009
Penn State Univ. - Continuing Professional Education http://www.sgps.psu.edu/cpe/default.ashx November 2003 - November 2007
University of Phoenix 2004 - 2007
WCOJ 1420 AM 1999 - 2004
JBT Corporation formerly FMC Material Handling Systems 1988 - 1995
English Language Programs, University of Pennsylvania 1985 - 1987
WXPN-FM 1981 - 1987
Skills
Public Speaking, Program Management, Technical Writing, Editing, Training, Software Documentation, Research, Non-profits, Process Improvement, Newsletters, Management, Publications, Technical Documentation, Instructional Design, Microsoft Office, Proofreading, Nonprofits, Publishing, Interviews, Advertising, Content Management, Copy Editing, Grant Writing, E-Learning, Content Development, Teaching, Copywriting, Creative Writing, Technical Communication
Education
Pennsylvania State University-Great Valley Graduate Center 2010 — 2010
Certificate, IT Business Analysis
Ed 2 Go Online 2011 — 2011
Certificate, Writing Effective Grant Proposals
Drexel University
M.S., Communications
Temple University
B.A., Philosophy
self-employed January 2013 - December 2013
JPMorgan Chase December 2011 - December 2012
The Edit Shop 2009 - November 2011
The Vanguard Group 2006 - 2009
Penn State Univ. - Continuing Professional Education http://www.sgps.psu.edu/cpe/default.ashx November 2003 - November 2007
University of Phoenix 2004 - 2007
WCOJ 1420 AM 1999 - 2004
JBT Corporation formerly FMC Material Handling Systems 1988 - 1995
English Language Programs, University of Pennsylvania 1985 - 1987
WXPN-FM 1981 - 1987
Skills
Public Speaking, Program Management, Technical Writing, Editing, Training, Software Documentation, Research, Non-profits, Process Improvement, Newsletters, Management, Publications, Technical Documentation, Instructional Design, Microsoft Office, Proofreading, Nonprofits, Publishing, Interviews, Advertising, Content Management, Copy Editing, Grant Writing, E-Learning, Content Development, Teaching, Copywriting, Creative Writing, Technical Communication
Education
Pennsylvania State University-Great Valley Graduate Center 2010 — 2010
Certificate, IT Business Analysis
Ed 2 Go Online 2011 — 2011
Certificate, Writing Effective Grant Proposals
Drexel University
M.S., Communications
Temple University
B.A., Philosophy
james tily II james tily II's The Vanguard Group Experience May 2007 - December 2007
Job Independent Life Insurance Agent
Industry Financial Services
Experience
Alpine Brokerage Services, LLC August 2011 - November 2012
Lincoln Financial Distributors January 2008 - April 2009
Vanguard 2006 - 2008
The Vanguard Group May 2007 - December 2007
Vanguard 1998 - 2000
Skills
Fixed Annuities, Fixed Index Annuities, Linked Benefits, Retirement Planning, Indexed Annuities, Series 7, Employee Benefits, Strategic Financial..., Series 63, Mutual Funds, Insurance, Series 6, Financial Advisory, Fixed Income, Sales, Retirement, Financial Planning, Life Insurance, Management, Finance
Education
Drexel University - LeBow College of Business 2005 — 2007
EMBA, Business Administration
Lynchburg College 1991 — 1995
BA, Business Management
Malvern Prep
Alpine Brokerage Services, LLC August 2011 - November 2012
Lincoln Financial Distributors January 2008 - April 2009
Vanguard 2006 - 2008
The Vanguard Group May 2007 - December 2007
Vanguard 1998 - 2000
Skills
Fixed Annuities, Fixed Index Annuities, Linked Benefits, Retirement Planning, Indexed Annuities, Series 7, Employee Benefits, Strategic Financial..., Series 63, Mutual Funds, Insurance, Series 6, Financial Advisory, Fixed Income, Sales, Retirement, Financial Planning, Life Insurance, Management, Finance
Education
Drexel University - LeBow College of Business 2005 — 2007
EMBA, Business Administration
Lynchburg College 1991 — 1995
BA, Business Management
Malvern Prep
Amanda Morley Amanda Morley's The Vanguard Group Experience 2003 - 2005
Job Vice President, CCSo Planning & Analysis at JP Morgan Chase
Industry Accounting
Experience
JP Morgan Chase April 2015 - Present
JP Morgan Chase May 2013 - April 2015
JP Morgan Chase January 2011 - April 2013
BNY Mellon November 2008 - December 2010
Resource America, Inc. April 2005 - November 2008
The Vanguard Group 2003 - 2005
LEAF Financial Corporation 2003 - 2003
Education
Drexel University - College of Business and Administration 2001 — 2003
MBA, Finance/ Marketing
Penn State University 1997 — 2001
Marketing
JP Morgan Chase April 2015 - Present
JP Morgan Chase May 2013 - April 2015
JP Morgan Chase January 2011 - April 2013
BNY Mellon November 2008 - December 2010
Resource America, Inc. April 2005 - November 2008
The Vanguard Group 2003 - 2005
LEAF Financial Corporation 2003 - 2003
Education
Drexel University - College of Business and Administration 2001 — 2003
MBA, Finance/ Marketing
Penn State University 1997 — 2001
Marketing
Mirza Cavalic Mirza Cavalic's The Vanguard Group Experience March 2012 - April 2014
Job Head of Insurance General Accounts at Vanguard
Industry Financial Services
Experience
Vanguard April 2014 - Present
The Vanguard Group March 2012 - April 2014
Vanguard September 2010 - March 2012
Vanguard June 2007 - September 2010
Skills
Business Development, New Business Development, Management, Strategic Planning, Finance, Asset Management, Strategy Implementation, Analysis, Research, Entrepreneurship, Organizational..., Insurance, Project Management, Competitive Analysis, Financial Modeling, Sales Management, Presentations, Social Entrepreneurship, Corporate Communications, Product Development, RIAs, Startup Development, Banking, ETFs, Mutual Funds, ETF Model Portfolios, Strategy, Investments, Financial Analysis, Leadership
Education
Dickinson College 2000 — 2004
Bachelor of Arts (B.A.), International Business and Management
Vanguard April 2014 - Present
The Vanguard Group March 2012 - April 2014
Vanguard September 2010 - March 2012
Vanguard June 2007 - September 2010
Skills
Business Development, New Business Development, Management, Strategic Planning, Finance, Asset Management, Strategy Implementation, Analysis, Research, Entrepreneurship, Organizational..., Insurance, Project Management, Competitive Analysis, Financial Modeling, Sales Management, Presentations, Social Entrepreneurship, Corporate Communications, Product Development, RIAs, Startup Development, Banking, ETFs, Mutual Funds, ETF Model Portfolios, Strategy, Investments, Financial Analysis, Leadership
Education
Dickinson College 2000 — 2004
Bachelor of Arts (B.A.), International Business and Management
Raffi Hovagimian Raffi Hovagimian's The Vanguard Group Experience August 2007 - January 2008
Job UI Engineer at Salesforce
Industry Computer Software
Experience
Salesforce August 2015 - Present
Salesforce September 2011 - July 2015
The Boeing Company January 2008 - September 2011
The Vanguard Group August 2007 - January 2008
SAP April 2006 - September 2006
GlaxoSmithKline September 2004 - April 2005
Skills
Software Development, Java, JavaScript, Apex Programming, Web Development, HTML 5, CSS, AJAX, Software Design, Agile Methodologies, Software Engineering, Web Services, Salesforce.com, Databases, SQL, Perl, Oracle, Visual Basic, Web Applications, C++, Subversion, Object Oriented Design, PHP, ASP.NET, Apache, .NET, MVC, OOP, Cloud Computing, Tomcat, Eclipse, REST, JSON, jQuery, Scrum, Git, GWT, JUnit, Agile Project Management, C#, Database Design, MySQL, Python, SOA, Unix, UML, HTML, XML
Education
Drexel University 2002 — 2007
BS, Computer Science
Salesforce August 2015 - Present
Salesforce September 2011 - July 2015
The Boeing Company January 2008 - September 2011
The Vanguard Group August 2007 - January 2008
SAP April 2006 - September 2006
GlaxoSmithKline September 2004 - April 2005
Skills
Software Development, Java, JavaScript, Apex Programming, Web Development, HTML 5, CSS, AJAX, Software Design, Agile Methodologies, Software Engineering, Web Services, Salesforce.com, Databases, SQL, Perl, Oracle, Visual Basic, Web Applications, C++, Subversion, Object Oriented Design, PHP, ASP.NET, Apache, .NET, MVC, OOP, Cloud Computing, Tomcat, Eclipse, REST, JSON, jQuery, Scrum, Git, GWT, JUnit, Agile Project Management, C#, Database Design, MySQL, Python, SOA, Unix, UML, HTML, XML
Education
Drexel University 2002 — 2007
BS, Computer Science
Sean McGarrigle Sean McGarrigle's The Vanguard Group Experience April 2009 - September 2011
Job Manager of Option Clearance Department at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase September 2011 - Present
The Vanguard Group April 2009 - September 2011
The Vanguard Group January 2006 - April 2009
Fiserv 2003 - 2005
Skills
Internal Controls, Spreadsheets, Risk Management, Regulations, Brokers, Series 63, Series 7, Mutual Funds, Financial Analysis, Equities, Securities, Bloomberg, Fixed Income, Investments, Asset Managment, Financial Services, Derivatives, Process Improvement, Analysis, Options, Trading, Financial Risk
Education
Drexel University - College of Business and Administration 2009 — 2011
Master of Business Administration, Finance
Drexel University - LeBow College of Business 1998 — 2003
BS, Business Administration
JPMorgan Chase September 2011 - Present
The Vanguard Group April 2009 - September 2011
The Vanguard Group January 2006 - April 2009
Fiserv 2003 - 2005
Skills
Internal Controls, Spreadsheets, Risk Management, Regulations, Brokers, Series 63, Series 7, Mutual Funds, Financial Analysis, Equities, Securities, Bloomberg, Fixed Income, Investments, Asset Managment, Financial Services, Derivatives, Process Improvement, Analysis, Options, Trading, Financial Risk
Education
Drexel University - College of Business and Administration 2009 — 2011
Master of Business Administration, Finance
Drexel University - LeBow College of Business 1998 — 2003
BS, Business Administration
Don Hanrahan Don Hanrahan's The Vanguard Group Experience March 1993 - October 2000
Job Application Developer at Mercuria Energy America, Inc
Industry Oil & Energy
Experience
Mercuria Energy America, Inc August 2014 - Present
JPMorgan Chase August 2012 - August 2014
Fortress Investment Group October 2011 - August 2012
Credit Suisse March 2005 - January 2011
TradeWeb March 2003 - January 2005
Deutsche Bank February 2001 - March 2003
Lehman Brothers October 2000 - February 2001
The Vanguard Group March 1993 - October 2000
Skills
Microsoft Excel, Visual Basic, VBA, Access, SQL, XML, Visual C++, HTML scripting, OLAP, Essbase, Data Cubes, Credit Derivatives, Exotic Derivatives, Fixed Income Technology, Fixed Income Portfolio..., Market Data, Valuation, VAR, Derivatives, Integration, Data Warehousing, Software Development, Options, Equities, Risk Management
Education
University of Houston, School of Continuing and Professional Studies 2014 — 2014
C# I and C# II, Application Development, Pass (Pass/Fail)
New York University 2003 — 2005
Certificate, C++ Programming
Drexel University 1997 — 2000
Business
Kutztown University of Pennsylvania 1985 — 1989
Mercuria Energy America, Inc August 2014 - Present
JPMorgan Chase August 2012 - August 2014
Fortress Investment Group October 2011 - August 2012
Credit Suisse March 2005 - January 2011
TradeWeb March 2003 - January 2005
Deutsche Bank February 2001 - March 2003
Lehman Brothers October 2000 - February 2001
The Vanguard Group March 1993 - October 2000
Skills
Microsoft Excel, Visual Basic, VBA, Access, SQL, XML, Visual C++, HTML scripting, OLAP, Essbase, Data Cubes, Credit Derivatives, Exotic Derivatives, Fixed Income Technology, Fixed Income Portfolio..., Market Data, Valuation, VAR, Derivatives, Integration, Data Warehousing, Software Development, Options, Equities, Risk Management
Education
University of Houston, School of Continuing and Professional Studies 2014 — 2014
C# I and C# II, Application Development, Pass (Pass/Fail)
New York University 2003 — 2005
Certificate, C++ Programming
Drexel University 1997 — 2000
Business
Kutztown University of Pennsylvania 1985 — 1989
Gerry Lucas Gerry Lucas's The Vanguard Group Experience September 1986 - 2000
Job Director at Fiberlink
Industry Information Technology and Services
Experience
Fiberlink March 2014 - March 2014
The Vanguard Group September 1986 - 2000
Pennwalt Corporation December 1982 - September 1986
Skills
SaaS, Cloud Computing, Enterprise Software
Education
DeSales University
Fiberlink March 2014 - March 2014
The Vanguard Group September 1986 - 2000
Pennwalt Corporation December 1982 - September 1986
Skills
SaaS, Cloud Computing, Enterprise Software
Education
DeSales University
Linda Turoczi Linda Turoczi's The Vanguard Group Experience January 1991 - January 1999
Job Director of Operations
Industry Consumer Goods
Experience
FastVax, LLC. October 2009 - July 2010
FastVax, LLC October 2009 - July 2010
GENEX SERVICES, INC April 2008 - October 2009
Quaker State Medical Services August 2000 - July 2007
GROFF'S COUNTRY STORE January 1990 - 2000
THE VANGUARD GROUP January 1991 - January 1999
Skills
Painter, Painting, Teaching, Oil Paint, Management, Time Management, Editing
Education
Drexel University
Bachelor of Science, Business Administration
FastVax, LLC. October 2009 - July 2010
FastVax, LLC October 2009 - July 2010
GENEX SERVICES, INC April 2008 - October 2009
Quaker State Medical Services August 2000 - July 2007
GROFF'S COUNTRY STORE January 1990 - 2000
THE VANGUARD GROUP January 1991 - January 1999
Skills
Painter, Painting, Teaching, Oil Paint, Management, Time Management, Editing
Education
Drexel University
Bachelor of Science, Business Administration
Melissa Sims's The Vanguard Group Experience July 2010 - October 2012
Job Brand Management at Vanguard
Industry Financial Services
Experience
Vanguard October 2012 - Present
The Vanguard Group July 2010 - October 2012
Vanguard September 2008 - July 2010
Vanguard July 2007 - September 2008
Skills
Project Management, Strategic Planning, Relationship Management, Financial Services, Leadership, Microsoft Office, Process Improvement, Team Building, Marketing
Education
Drexel University 2013 — 2015
Master of Business Administration (M.B.A.)
Hampton University 2003 — 2007
Marketing
Vanguard October 2012 - Present
The Vanguard Group July 2010 - October 2012
Vanguard September 2008 - July 2010
Vanguard July 2007 - September 2008
Skills
Project Management, Strategic Planning, Relationship Management, Financial Services, Leadership, Microsoft Office, Process Improvement, Team Building, Marketing
Education
Drexel University 2013 — 2015
Master of Business Administration (M.B.A.)
Hampton University 2003 — 2007
Marketing
Virgil Macon Virgil Macon's The Vanguard Group Experience April 2000 - October 2006
Job Talent Acquisition Manager at TechLink Systems Inc.
Industry Staffing and Recruiting
Experience
TechLink Systems Inc. April 2015 - Present
TechLink Systems January 2013 - April 2015
Tri-State Region October 2012 - January 2013
Global Employment Solutions December 2011 - September 2012
Global Employment Solutions June 2008 - December 2011
Wilmington Finance January 2007 - May 2008
The Vanguard Group April 2000 - October 2006
New York Life Insurance Company 1999 - 2000
Skills
Customer Relations, People Management, Consultative Selling, New Business Development, Relationship Management, Financial Services, Business Networking, Information Technology, Human Resources, Business, Technical Recruiting, Internet Recruiting, Applicant Tracking..., Talent Acquisition, Benefits Negotiation, Contract Recruitment, Sourcing, Executive Search, Permanent Placement, Management, Business Development, Leadership, Sales, Recruiting, Customer Service, Consulting, Business Relationship..., Outsourcing, Personnel Management, College Recruiting, Temporary Placement, Staffing Services, Vendor Management, Interviews, Screening Resumes, Cold Calling, Selling, Staff Augmentation, Screening, Puppetry, Latin Dance
Education
Drexel University - Lebow College of Business 1992 — 1997
B.S., Operations Management
Central High School 1988 — 1992
Diploma, Math and Science
TechLink Systems Inc. April 2015 - Present
TechLink Systems January 2013 - April 2015
Tri-State Region October 2012 - January 2013
Global Employment Solutions December 2011 - September 2012
Global Employment Solutions June 2008 - December 2011
Wilmington Finance January 2007 - May 2008
The Vanguard Group April 2000 - October 2006
New York Life Insurance Company 1999 - 2000
Skills
Customer Relations, People Management, Consultative Selling, New Business Development, Relationship Management, Financial Services, Business Networking, Information Technology, Human Resources, Business, Technical Recruiting, Internet Recruiting, Applicant Tracking..., Talent Acquisition, Benefits Negotiation, Contract Recruitment, Sourcing, Executive Search, Permanent Placement, Management, Business Development, Leadership, Sales, Recruiting, Customer Service, Consulting, Business Relationship..., Outsourcing, Personnel Management, College Recruiting, Temporary Placement, Staffing Services, Vendor Management, Interviews, Screening Resumes, Cold Calling, Selling, Staff Augmentation, Screening, Puppetry, Latin Dance
Education
Drexel University - Lebow College of Business 1992 — 1997
B.S., Operations Management
Central High School 1988 — 1992
Diploma, Math and Science
Judy Tierney, PRC, CIR Judy Tierney, PRC, CIR's The Vanguard Group Experience January 1996 - February 1999
Job Human Resources Recruiter
Industry Building Materials
Experience
Victaulic September 2007 - Present
Victaulic 2007 - Present
Olympus America January 2006 - March 2007
The Vanguard Group January 1996 - February 1999
Skills
College Recruiting, Job Fairs, Applicant Tracking..., Full-cycle Recruiting, Direct Sourcing, Employee Referral..., Direct Recruiting, Offer Letters, Internet Recruiting, Technical Recruiting, Creative Sourcing, Job Descriptions, Salary Negotiation, Candidate Selection, Staffing Industry, Screening, Reference Checking, Talent Acquisition, Hiring Practices, Job Posting, Interviewing, Selection Process, Internet Searches, Exit Interviews, Sourcing, Networking Events, Professional Networking, Targeted Selection, Salary, Interviews, Management, Recruiting, Temporary Staffing, SDLC, Onboarding, Industrial Sector, Sales, Job Scanning, Benefits Negotiation, Temporary Placement, Search Engines, Search, Human Resources, Cold Calling, Business Networking, Contract Negotiation
Education
DeSales University
B.A., Business
St. Pius X High School, Pottstown,PA
Victaulic September 2007 - Present
Victaulic 2007 - Present
Olympus America January 2006 - March 2007
The Vanguard Group January 1996 - February 1999
Skills
College Recruiting, Job Fairs, Applicant Tracking..., Full-cycle Recruiting, Direct Sourcing, Employee Referral..., Direct Recruiting, Offer Letters, Internet Recruiting, Technical Recruiting, Creative Sourcing, Job Descriptions, Salary Negotiation, Candidate Selection, Staffing Industry, Screening, Reference Checking, Talent Acquisition, Hiring Practices, Job Posting, Interviewing, Selection Process, Internet Searches, Exit Interviews, Sourcing, Networking Events, Professional Networking, Targeted Selection, Salary, Interviews, Management, Recruiting, Temporary Staffing, SDLC, Onboarding, Industrial Sector, Sales, Job Scanning, Benefits Negotiation, Temporary Placement, Search Engines, Search, Human Resources, Cold Calling, Business Networking, Contract Negotiation
Education
DeSales University
B.A., Business
St. Pius X High School, Pottstown,PA
David Berrigan David Berrigan's The Vanguard Group Experience July 2010 - August 2011
Job Chase Leadership Development Program at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase July 2013 - Present
Drexel University's LeBow College of Business August 2012 - January 2013
The Vanguard Group July 2010 - August 2011
UBS Wealth Management June 2010 - July 2010
Skills
Investment Advisory, Microsoft Word, Microsoft Excel, Analysis, Financial Analysis, R, Risk Management, Financial Institutions, Financial Instruments, Banking, Bloomberg, CRM, Corporate Finance, Customer Service, Data Analysis, Economics, Equities, Finance, Financial Modeling, Financial Reporting, Investments, Leadership Development, Management, Mutual Funds, Portfolio Management, Statistics, Strategic Financial..., Valuation
Education
Drexel University 2011 — 2012
MS, Finance
Wake Forest University 2006 — 2010
BS, Business
JPMorgan Chase July 2013 - Present
Drexel University's LeBow College of Business August 2012 - January 2013
The Vanguard Group July 2010 - August 2011
UBS Wealth Management June 2010 - July 2010
Skills
Investment Advisory, Microsoft Word, Microsoft Excel, Analysis, Financial Analysis, R, Risk Management, Financial Institutions, Financial Instruments, Banking, Bloomberg, CRM, Corporate Finance, Customer Service, Data Analysis, Economics, Equities, Finance, Financial Modeling, Financial Reporting, Investments, Leadership Development, Management, Mutual Funds, Portfolio Management, Statistics, Strategic Financial..., Valuation
Education
Drexel University 2011 — 2012
MS, Finance
Wake Forest University 2006 — 2010
BS, Business
Jesse Hubley Jesse Hubley's The Vanguard Group Experience 1999 - 2004
Job Senior Database Developer at Allan Collautt Associates
Industry Information Technology and Services
Experience
Allan Collautt Associates August 2015 - Present
Janney Montgomery Scott LLC February 2014 - August 2015
Healthways September 2013 - February 2014
Hamilton Lane December 2011 - September 2013
The Savitz Organization January 2008 - December 2011
ProMetrics June 2006 - January 2008
The Vanguard Group 1999 - 2004
Skills
Complex stored..., SQL Server 2000, 2005,..., Database design, Entity..., SSIS package development, SSRS report development, Exposure to SSAS cubes,..., Object oriented..., Agile software..., Project planning and..., Data warehousing, Data Mining, Proficient with MS..., Exposure to object..., Exposure to other..., Effective communicator..., strong writing skills..., Agile Methodologies, Databases, SSRS, Data Warehousing, SSIS, SDLC, SQL, Software Development, Microsoft SQL Server, ETL, Database Design
Education
Drexel University 2004 — 2011
Master of Science in Information Systems (M.S.I.S), Information Systems (database concentration), 4.0
Shippensburg University of Pennsylvania 1995 — 1999
Bachelor of Science in Business Administration (B.S.B.A), Decision Sciences (statictics), 3.06
Allan Collautt Associates August 2015 - Present
Janney Montgomery Scott LLC February 2014 - August 2015
Healthways September 2013 - February 2014
Hamilton Lane December 2011 - September 2013
The Savitz Organization January 2008 - December 2011
ProMetrics June 2006 - January 2008
The Vanguard Group 1999 - 2004
Skills
Complex stored..., SQL Server 2000, 2005,..., Database design, Entity..., SSIS package development, SSRS report development, Exposure to SSAS cubes,..., Object oriented..., Agile software..., Project planning and..., Data warehousing, Data Mining, Proficient with MS..., Exposure to object..., Exposure to other..., Effective communicator..., strong writing skills..., Agile Methodologies, Databases, SSRS, Data Warehousing, SSIS, SDLC, SQL, Software Development, Microsoft SQL Server, ETL, Database Design
Education
Drexel University 2004 — 2011
Master of Science in Information Systems (M.S.I.S), Information Systems (database concentration), 4.0
Shippensburg University of Pennsylvania 1995 — 1999
Bachelor of Science in Business Administration (B.S.B.A), Decision Sciences (statictics), 3.06
Terence J. Brenner's The Vanguard Group Experience 2000 - 2004
Job CrowdFunding Analyst at JAMIS Sales Success
Industry Information Technology and Services
Experience
The Vanguard Group 2000 - 2004
Oracle Corporation / Platinum Technology 1996 - 2000
Price Waterhouse Coopers / CSC Consulting 1992 - 1996
Skills
Sales, Marketing, Customer Service, Leadership, Consulting, Management, Account Management, New Business Development, Solution Selling, Salesforce.com, Business Development, Sales Management, Enterprise Software, Project Management, Strategic Planning, Direct Sales, Team Building, Program Management, Business Analysis, Team Leadership, Crowdfunding, Online Marketing..., Sales Presentations, Sales Process, Marketing Strategy, Sales Operations, Forecasting
Education
Drexel University 1987 — 1992
Bachelor of Science (BS), Finance and Marketing
Drexel University - LeBow College of Business 1987 — 1992
BS, Finanace and Marketing
The Vanguard Group 2000 - 2004
Oracle Corporation / Platinum Technology 1996 - 2000
Price Waterhouse Coopers / CSC Consulting 1992 - 1996
Skills
Sales, Marketing, Customer Service, Leadership, Consulting, Management, Account Management, New Business Development, Solution Selling, Salesforce.com, Business Development, Sales Management, Enterprise Software, Project Management, Strategic Planning, Direct Sales, Team Building, Program Management, Business Analysis, Team Leadership, Crowdfunding, Online Marketing..., Sales Presentations, Sales Process, Marketing Strategy, Sales Operations, Forecasting
Education
Drexel University 1987 — 1992
Bachelor of Science (BS), Finance and Marketing
Drexel University - LeBow College of Business 1987 — 1992
BS, Finanace and Marketing
Nathan Newport, CFA Nathan Newport, CFA's The Vanguard Group Experience January 2001 - August 2008
Job Investment Manager at John Templeton Foundation
Industry Investment Management
Experience
John Templeton Foundation May 2013 - Present
American Baptist Home Mission Societies September 2011 - Present
ViNo Bliss 2010 - May 2015
Swarthmore College August 2008 - April 2013
The Vanguard Group January 2001 - August 2008
Education
Drexel University - LeBow College of Business 2001 — 2005
MBA, Investment Management
University of Florida 1993 — 1998
BA, English, Japanese
John Templeton Foundation May 2013 - Present
American Baptist Home Mission Societies September 2011 - Present
ViNo Bliss 2010 - May 2015
Swarthmore College August 2008 - April 2013
The Vanguard Group January 2001 - August 2008
Education
Drexel University - LeBow College of Business 2001 — 2005
MBA, Investment Management
University of Florida 1993 — 1998
BA, English, Japanese
Charles R. Korger, CFP® Charles R. Korger, CFP®'s The Vanguard Group Experience 1999 - 2000
Job Trusted Advisor | Accomplished Wealth Manager | 401(k) Authority | Social Security Expert | Financial Planning Leader
Industry Financial Services
Experience
Independence Advisors, LLC January 2013 - Present
Sage Financial Group, Inc. November 2002 - January 2013
Mercer Advisors (Mercer Global Advisors) 1999 - 2002
The Vanguard Group 1999 - 2000
Skills
Retirement Planning, Wealth Management, Financial Advisory, Estate Planning, Financial Planning, Strategic Financial..., Portfolio Management, Investment Advisory, Asset Allocation, Wealth, Finance, Mutual Funds, Investments, Fixed Annuities, Strategic Planning, Investment Strategies, Asset Management, Investment Management, Securities, Retirement, Wealth Management..., Alternative Investments, Financial Services, Series 63, 401k, CRM, ETFs, Equities, IRAs, Certified Financial..., Behavioral Finance, Wealth Accumulation, Series 65, Pensions, Fixed Income, Comprehensive Planning, Trusted Advisor, Asset Managment, High Net Worth..., Client Relationship..., Personal Financial..., College Savings Plans, Personal Finance, Income Protection, Financial Goals, 401k Rollovers, Holistic Financial..., Financial Planners, Bonds, Long-term Care
Education
Doane College 1987 — 1991
Bachelor of Arts, Economics & Business Admin./Finance
The American College 2004 — 2006
Certified Financial Planner Curriculum, Financial Planning and Services
Scotus 1981 — 1987
College Preparatory, Private School
Independence Advisors, LLC January 2013 - Present
Sage Financial Group, Inc. November 2002 - January 2013
Mercer Advisors (Mercer Global Advisors) 1999 - 2002
The Vanguard Group 1999 - 2000
Skills
Retirement Planning, Wealth Management, Financial Advisory, Estate Planning, Financial Planning, Strategic Financial..., Portfolio Management, Investment Advisory, Asset Allocation, Wealth, Finance, Mutual Funds, Investments, Fixed Annuities, Strategic Planning, Investment Strategies, Asset Management, Investment Management, Securities, Retirement, Wealth Management..., Alternative Investments, Financial Services, Series 63, 401k, CRM, ETFs, Equities, IRAs, Certified Financial..., Behavioral Finance, Wealth Accumulation, Series 65, Pensions, Fixed Income, Comprehensive Planning, Trusted Advisor, Asset Managment, High Net Worth..., Client Relationship..., Personal Financial..., College Savings Plans, Personal Finance, Income Protection, Financial Goals, 401k Rollovers, Holistic Financial..., Financial Planners, Bonds, Long-term Care
Education
Doane College 1987 — 1991
Bachelor of Arts, Economics & Business Admin./Finance
The American College 2004 — 2006
Certified Financial Planner Curriculum, Financial Planning and Services
Scotus 1981 — 1987
College Preparatory, Private School
Ethelda Makoid Ethelda Makoid's The Vanguard Group Experience 1986 - 1995
Job Vice President, Technology
Industry Information Services
Experience
Thomson Reuters December 2014 - Present
Thomson Reuters August 2013 - December 2014
Thomson Reuters September 2010 - August 2013
Thomson Reuters January 2006 - September 2010
Charles Schwab 2000 - 2005
PECO Energy 1995 - 2000
The Vanguard Group 1986 - 1995
Skills
Project Management, Program Management, Integration, Strategy, Business Process, Business Process..., Business Transformation..., Large Scale..., Organizational Design, Process Optimization, Strategic Planning, Management, IT Strategy, Leadership, SAP, Analysis, Governance, Mergers & Acquisitions, Software Documentation, Operations Management, Business Transformation, Change Management, Enterprise Software, Business Process..., Business Analysis, Cross-functional Team..., Process Improvement, Vendor Management, SDLC, Business Intelligence
Education
Drexel University
MBA & BS, Accounting and Operations Management
Upper Merion High School
Thomson Reuters December 2014 - Present
Thomson Reuters August 2013 - December 2014
Thomson Reuters September 2010 - August 2013
Thomson Reuters January 2006 - September 2010
Charles Schwab 2000 - 2005
PECO Energy 1995 - 2000
The Vanguard Group 1986 - 1995
Skills
Project Management, Program Management, Integration, Strategy, Business Process, Business Process..., Business Transformation..., Large Scale..., Organizational Design, Process Optimization, Strategic Planning, Management, IT Strategy, Leadership, SAP, Analysis, Governance, Mergers & Acquisitions, Software Documentation, Operations Management, Business Transformation, Change Management, Enterprise Software, Business Process..., Business Analysis, Cross-functional Team..., Process Improvement, Vendor Management, SDLC, Business Intelligence
Education
Drexel University
MBA & BS, Accounting and Operations Management
Upper Merion High School
Susan Block Susan Block's The Vanguard Group Experience 2001 - March 2014
Job Project Manager at Vanguard
Industry Information Technology and Services
Experience
Vanguard March 2014 - Present
The Vanguard Group 2001 - March 2014
Greater Philadelphia Chapter IIBA March 2008 - March 2011
Vanguard 1997 - 2001
Tokai Financial Services 1996 - 1997
Elf Atochem North America 1995 - 1996
The PMA Group 1994 - 1995
GE Capital Mortgage Corporation 1989 - 1994
Unisys Corporation 1984 - 1989
Skills
SDLC, Requirements Analysis, Business Analysis, Agile Methodologies, Requirements Management, Requirements Gathering, Software Project..., Systems Analysis, Process Improvement, Visio, Software Quality..., Waterfall, Business Process..., Business Process, Testing, Business Requirements, Agile Project Management, Scrum, User Acceptance Testing, Gap Analysis, Software Documentation, Data Modeling, SOA
Education
Drexel University 1989 — 1991
M.S., Information Studies
Temple University 1980 — 1984
B.S., Electrical/Biomedical Engineering Technology
Vanguard March 2014 - Present
The Vanguard Group 2001 - March 2014
Greater Philadelphia Chapter IIBA March 2008 - March 2011
Vanguard 1997 - 2001
Tokai Financial Services 1996 - 1997
Elf Atochem North America 1995 - 1996
The PMA Group 1994 - 1995
GE Capital Mortgage Corporation 1989 - 1994
Unisys Corporation 1984 - 1989
Skills
SDLC, Requirements Analysis, Business Analysis, Agile Methodologies, Requirements Management, Requirements Gathering, Software Project..., Systems Analysis, Process Improvement, Visio, Software Quality..., Waterfall, Business Process..., Business Process, Testing, Business Requirements, Agile Project Management, Scrum, User Acceptance Testing, Gap Analysis, Software Documentation, Data Modeling, SOA
Education
Drexel University 1989 — 1991
M.S., Information Studies
Temple University 1980 — 1984
B.S., Electrical/Biomedical Engineering Technology
Neil Leible Neil Leible's The Vanguard Group Experience February 2004 - March 2006
Job Director of Business Development at Mob Ocean, LLC
Industry Online Media
Experience
Mob Ocean, LLC October 2013 - Present
LeadBolt January 2012 - October 2013
AdPro Network July 2010 - January 2012
Traffic Venue Inc. August 2007 - January 2010
Venue Inc April 2007 - January 2010
DM Venture Partners September 2006 - April 2007
Gombiner & Company August 2005 - August 2006
The Vanguard Group February 2004 - March 2006
The Vanguard Group January 2004 - August 2005
Education
Drexel University 1998 — 2003
BS, Finance, Management Information Systems
Drexel University 1998 — 2003
Bachelor of Science, Business and Administration; Finance and Management Information Systems
Mob Ocean, LLC October 2013 - Present
LeadBolt January 2012 - October 2013
AdPro Network July 2010 - January 2012
Traffic Venue Inc. August 2007 - January 2010
Venue Inc April 2007 - January 2010
DM Venture Partners September 2006 - April 2007
Gombiner & Company August 2005 - August 2006
The Vanguard Group February 2004 - March 2006
The Vanguard Group January 2004 - August 2005
Education
Drexel University 1998 — 2003
BS, Finance, Management Information Systems
Drexel University 1998 — 2003
Bachelor of Science, Business and Administration; Finance and Management Information Systems
Aaron Holloway's The Vanguard Group Experience 1997 - 1999
Job Information Technology Entrepreneur
Industry Information Technology and Services
Experience
N/A September 2014 - Present
LiteKey April 2012 - Present
Metrics3, LLC December 2005 - April 2012
Blue Hammock October 2006 - March 2007
IPsoft 2005 - 2006
JPMorgan Chase 1999 - 2004
The Vanguard Group 1997 - 1999
Skills
Business Intelligence, IT Strategy, Cloud Computing, SaaS, Business Analysis, Data Warehousing, Analytics, Integration, SDLC, Software Project..., Vendor Management, Disaster Recovery, Program Management, Solution Architecture, IT Management, Data Modeling, ETL, Microsoft SQL Server, Requirements Analysis, Agile Methodologies, Mobile Applications, Technical Leadership, Software Development, Agile Project Management, Process Improvement, Information Technology, Business Process..., Strategic Partnerships, Management Consulting, Business Process..., Requirements Gathering, Start-ups, IT Outsourcing, Business Development, Resource Management, Consulting, Technology Management, Management, Business Process, Entrepreneurship, Enterprise Architecture, Enterprise Software, Outsourcing, Pre-sales, PMP, CRM, Professional Services, IT Service Management, Data Center, Project Portfolio...
Education
Drexel University
CIS
N/A September 2014 - Present
LiteKey April 2012 - Present
Metrics3, LLC December 2005 - April 2012
Blue Hammock October 2006 - March 2007
IPsoft 2005 - 2006
JPMorgan Chase 1999 - 2004
The Vanguard Group 1997 - 1999
Skills
Business Intelligence, IT Strategy, Cloud Computing, SaaS, Business Analysis, Data Warehousing, Analytics, Integration, SDLC, Software Project..., Vendor Management, Disaster Recovery, Program Management, Solution Architecture, IT Management, Data Modeling, ETL, Microsoft SQL Server, Requirements Analysis, Agile Methodologies, Mobile Applications, Technical Leadership, Software Development, Agile Project Management, Process Improvement, Information Technology, Business Process..., Strategic Partnerships, Management Consulting, Business Process..., Requirements Gathering, Start-ups, IT Outsourcing, Business Development, Resource Management, Consulting, Technology Management, Management, Business Process, Entrepreneurship, Enterprise Architecture, Enterprise Software, Outsourcing, Pre-sales, PMP, CRM, Professional Services, IT Service Management, Data Center, Project Portfolio...
Education
Drexel University
CIS
Ed Elrod's The Vanguard Group Experience July 1997 - May 2000
Job Design consultant and knowledge manager, with a bit of cloud on the side.
Industry Management Consulting
Experience
Enterprise Integration Group December 2001 - Present
St. Joseph's University August 2001 - March 2006
Logical Design Solutions, Inc May 2000 - November 2001
The Vanguard Group July 1997 - May 2000
Unisys September 1989 - June 1997
Skills
User Interface Design, Knowledge Management, Open Source, Usability Testing, Research, Management, Telecommunications, Human Computer..., IVR, CRM, Leadership, Analysis, Consulting, Analytics, Mobile Devices
Education
Drexel University 2002 — 2007
Widener University 1983 — 1987
MBA
Georgia Tech 1973 — 1977
BS
Enterprise Integration Group December 2001 - Present
St. Joseph's University August 2001 - March 2006
Logical Design Solutions, Inc May 2000 - November 2001
The Vanguard Group July 1997 - May 2000
Unisys September 1989 - June 1997
Skills
User Interface Design, Knowledge Management, Open Source, Usability Testing, Research, Management, Telecommunications, Human Computer..., IVR, CRM, Leadership, Analysis, Consulting, Analytics, Mobile Devices
Education
Drexel University 2002 — 2007
Widener University 1983 — 1987
MBA
Georgia Tech 1973 — 1977
BS
Alexander Kamison Alexander Kamison's The Vanguard Group Experience July 2008 - June 2010
Job Financial Analyst at ICON plc
Industry Financial Services
Experience
ICON plc April 2013 - Present
US Airways March 2011 - January 2013
The Vanguard Group July 2008 - June 2010
Delaware Investments September 2006 - March 2007
NWJ Companies September 2005 - March 2006
ExpenseWatch.com, LLC September 2004 - March 2005
Skills
Analysis, Management, Microsoft Excel
Education
Drexel University - LeBow College of Business 2003 — 2008
B.S., Finance & Business Legal Studies
ICON plc April 2013 - Present
US Airways March 2011 - January 2013
The Vanguard Group July 2008 - June 2010
Delaware Investments September 2006 - March 2007
NWJ Companies September 2005 - March 2006
ExpenseWatch.com, LLC September 2004 - March 2005
Skills
Analysis, Management, Microsoft Excel
Education
Drexel University - LeBow College of Business 2003 — 2008
B.S., Finance & Business Legal Studies
Justin Sachse Justin Sachse's The Vanguard Group Experience November 2014 - Present
Job Problem Resolution Associate at Vanguard
Industry Financial Services
Experience
The Vanguard Group November 2014 - Present
The Vanguard Group February 2013 - November 2014
The Philadelphia Singers July 2012 - September 2012
Skills
Higher Education, Research, Grant Writing, Program Development, Curriculum Design, Non-profits, Nonprofits
Education
Drexel University 2008 — 2011
Bachelor of Arts, English
The Vanguard Group November 2014 - Present
The Vanguard Group February 2013 - November 2014
The Philadelphia Singers July 2012 - September 2012
Skills
Higher Education, Research, Grant Writing, Program Development, Curriculum Design, Non-profits, Nonprofits
Education
Drexel University 2008 — 2011
Bachelor of Arts, English
Pauline Speaks Pauline Speaks's The Vanguard Group Experience August 2007 - February 2010
Job Project Management Professional
Industry Financial Services
Experience
Canon Financial Services, Inc. October 2015 - Present
Vanguard October 2011 - October 2015
Vanguard February 2010 - October 2011
The Vanguard Group August 2007 - February 2010
Wells Fargo March 2006 - August 2007
WSJV-TV July 2003 - July 2005
KAAL-TV 2001 - 2003
Conus Communicatios October 2000 - October 2001
Skills
Investments, Microsoft Excel, Project Management, Media Relations, Time Management, PowerPoint, Microsoft Word, Retirement Planning, Marketing Communications, Coaching, Leadership, Client Relationship..., Problem Solving and...
Education
Drexel University 2015 — 2017
Master of Science (M.S.), Project Management
Niagara University 1996 — 2000
BA, Communications
Canon Financial Services, Inc. October 2015 - Present
Vanguard October 2011 - October 2015
Vanguard February 2010 - October 2011
The Vanguard Group August 2007 - February 2010
Wells Fargo March 2006 - August 2007
WSJV-TV July 2003 - July 2005
KAAL-TV 2001 - 2003
Conus Communicatios October 2000 - October 2001
Skills
Investments, Microsoft Excel, Project Management, Media Relations, Time Management, PowerPoint, Microsoft Word, Retirement Planning, Marketing Communications, Coaching, Leadership, Client Relationship..., Problem Solving and...
Education
Drexel University 2015 — 2017
Master of Science (M.S.), Project Management
Niagara University 1996 — 2000
BA, Communications
Glenn Milanesi Glenn Milanesi's The Vanguard Group Experience 2008 - 2011
Job Founder at ExecuServe Philadelphia
Industry Management Consulting
Experience
ExecuServe Philadelphia 2011 - Present
The Vanguard Group 2008 - 2011
US Airways Express/Piedmont Airlines 2004 - 2008
Skills
Financial Analysis, Process Improvement, Series 7, Mutual Funds, Series 63, Strategic Planning, Project Management, Asset Allocation, Management, Bloomberg, Retirement Planning, 401k, Investments, Series 6, Securities
Education
Villanova University 2005 — 2007
MBA, Finance
Drexel University
BS, Engineering
ExecuServe Philadelphia 2011 - Present
The Vanguard Group 2008 - 2011
US Airways Express/Piedmont Airlines 2004 - 2008
Skills
Financial Analysis, Process Improvement, Series 7, Mutual Funds, Series 63, Strategic Planning, Project Management, Asset Allocation, Management, Bloomberg, Retirement Planning, 401k, Investments, Series 6, Securities
Education
Villanova University 2005 — 2007
MBA, Finance
Drexel University
BS, Engineering
Roxanne Troiano Roxanne Troiano's The Vanguard Group Experience July 1997 - Present
Job Sales Executive at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group July 1997 - Present
PNC Bank March 1994 - July 1997
SEI Investments January 1989 - March 1994
USX Corporation June 1981 - March 1984
Skills
New Business Development, Strategic Thinking, Project Management, Asset Management, CRM
Education
Drexel University - LeBow College of Business
MBA, International Business
The Vanguard Group July 1997 - Present
PNC Bank March 1994 - July 1997
SEI Investments January 1989 - March 1994
USX Corporation June 1981 - March 1984
Skills
New Business Development, Strategic Thinking, Project Management, Asset Management, CRM
Education
Drexel University - LeBow College of Business
MBA, International Business
Ronjon Bose's The Vanguard Group Experience 2000 - 2000
Job Digital Product Manager
Industry Financial Services
Experience
Capital Group May 2014 - Present
StartingBloc March 2009 - Present
The Vanguard Group, Institutional Marketing November 2011 - June 2013
The Vanguard Group, International Division January 2010 - November 2011
The Vanguard Group, Retail Web Services January 2008 - January 2010
Transwitch 2006 - 2006
NCR Corporation 2003 - 2006
The Vanguard Group 2000 - 2000
Skills
Project Management, Team Building, Data Analysis, Financial Analysis, Process Improvement, Business Analysis, Agile Project Management, Waterfall, DMAIC, SharePoint, Siebel, Mekko Graphics, Analytics, Analysis, Management, Business Strategy, Green Technology, Strategy, Leadership, Agile Methodologies, Product Management
Education
Drexel University - College of Business and Administration
Business Adminstration, MIS & International Business
Capital Group May 2014 - Present
StartingBloc March 2009 - Present
The Vanguard Group, Institutional Marketing November 2011 - June 2013
The Vanguard Group, International Division January 2010 - November 2011
The Vanguard Group, Retail Web Services January 2008 - January 2010
Transwitch 2006 - 2006
NCR Corporation 2003 - 2006
The Vanguard Group 2000 - 2000
Skills
Project Management, Team Building, Data Analysis, Financial Analysis, Process Improvement, Business Analysis, Agile Project Management, Waterfall, DMAIC, SharePoint, Siebel, Mekko Graphics, Analytics, Analysis, Management, Business Strategy, Green Technology, Strategy, Leadership, Agile Methodologies, Product Management
Education
Drexel University - College of Business and Administration
Business Adminstration, MIS & International Business
Justin Aurand's The Vanguard Group Experience October 2001 - March 2002
Job Software Engineer at Swift Capital
Industry Computer Software
Experience
Swift Capital September 2013 - Present
NSM Insurance Group June 2010 - September 2013
Beyond.com, Inc. September 2006 - June 2010
N/A July 2005 - August 2006
Merck September 2003 - March 2004
The Philadelphia Water Department September 2002 - March 2003
The Vanguard Group October 2001 - March 2002
Skills
ASP.NET, VB.NET, MVC, Entity Framework, LINQ, HTML, CSS, JavaScript, jQuery, XML, SQL, MySQL, ASP, VBScript, C++, Continuous Integration, Usability Testing, Quality Assurance, Web Services API, Microsoft SQL Server, SSRS, PHP, Software Development, Web Development, Visual Studio, SQL Server Management..., C#
Education
Drexel University 2000 — 2005
BS, Computer Science, Mathematics
Swift Capital September 2013 - Present
NSM Insurance Group June 2010 - September 2013
Beyond.com, Inc. September 2006 - June 2010
N/A July 2005 - August 2006
Merck September 2003 - March 2004
The Philadelphia Water Department September 2002 - March 2003
The Vanguard Group October 2001 - March 2002
Skills
ASP.NET, VB.NET, MVC, Entity Framework, LINQ, HTML, CSS, JavaScript, jQuery, XML, SQL, MySQL, ASP, VBScript, C++, Continuous Integration, Usability Testing, Quality Assurance, Web Services API, Microsoft SQL Server, SSRS, PHP, Software Development, Web Development, Visual Studio, SQL Server Management..., C#
Education
Drexel University 2000 — 2005
BS, Computer Science, Mathematics
Michael Wintrode's The Vanguard Group Experience June 2007 - March 2008
Job Chief Technology Officer at ReliaSource
Industry Information Technology and Services
Experience
ReliaSource September 2015 - Present
Northrop Grumman Corporation February 2013 - September 2015
Northrop Grumman Corporation March 2012 - February 2013
Northrop Grumman March 2008 - March 2012
The Vanguard Group June 2007 - March 2008
The Vanguard Group March 2006 - June 2007
The Vanguard Group February 2000 - March 2006
The Vanguard Group June 1999 - March 2000
Skills
F5 BigIP LTM, F5 BigIP GTM, F5 BigIP Enterprise..., Radware Alteon Load..., Radware Alteon Global..., Enterprise Application..., IT Project Management, F5 BigIP, Project Management, Load Balancing, Routing, Integration, Data Center, Enterprise Software, PMP, Program Management, Strategy, Troubleshooting, Switches, Security, Telecommunications, Networking
Education
University of Maryland - Robert H. Smith School of Business 2010 — 2013
MBA, Focus on Strategic Management and Organizational Change
Cisco (CCNA) 2010 — 2010
CCNA - Cisco Certified Network Associate
Project Management Institute (PMP) 2010 — 2010
PMP - Project Management Professional
Radware (RCSWS) 2010 — 2010
RCSWS, Radware Certified Switch Specialist
Drexel University 1994 — 1999
BS, Computer Information Systems
ReliaSource September 2015 - Present
Northrop Grumman Corporation February 2013 - September 2015
Northrop Grumman Corporation March 2012 - February 2013
Northrop Grumman March 2008 - March 2012
The Vanguard Group June 2007 - March 2008
The Vanguard Group March 2006 - June 2007
The Vanguard Group February 2000 - March 2006
The Vanguard Group June 1999 - March 2000
Skills
F5 BigIP LTM, F5 BigIP GTM, F5 BigIP Enterprise..., Radware Alteon Load..., Radware Alteon Global..., Enterprise Application..., IT Project Management, F5 BigIP, Project Management, Load Balancing, Routing, Integration, Data Center, Enterprise Software, PMP, Program Management, Strategy, Troubleshooting, Switches, Security, Telecommunications, Networking
Education
University of Maryland - Robert H. Smith School of Business 2010 — 2013
MBA, Focus on Strategic Management and Organizational Change
Cisco (CCNA) 2010 — 2010
CCNA - Cisco Certified Network Associate
Project Management Institute (PMP) 2010 — 2010
PMP - Project Management Professional
Radware (RCSWS) 2010 — 2010
RCSWS, Radware Certified Switch Specialist
Drexel University 1994 — 1999
BS, Computer Information Systems
Shaohua (Tom) Guan, FSA, MAAA Shaohua (Tom) Guan, FSA, MAAA's The Vanguard Group Experience 1998 - 1999
Job Director, CCAR modeling at AIG
Industry Insurance
Experience
AIG 2014 - Present
Pacific Life 2012 - 2014
Manulife 2011 - 2012
John Hancock Life Insurance Company (U.S.A.) 2010 - 2011
John Hancock 2009 - 2010
ING 2005 - 2009
Siemens 2004 - 2005
NFI Interactive Logistics 2000 - 2003
Diginexus 1999 - 2000
The Vanguard Group 1998 - 1999
Skills
Hedging, SQL, Leadership, Actuarial Science, Derivatives, Insurance, Financial Reporting, Fixed Income, Risk Management, Financial Analysis, VBA, Valuation, Financial Risk, Financial Modeling, Quantitative Analytics, ALM, Quantitative Finance, Asset Management, Portfolio Management, Enterprise Risk..., SAS, Life Insurance, Capital Markets, Investments, Software Design, Software Development
Education
...
Drexel University
Master
The sceond primary school on Fengyang Rd
Villanova University
M.S., Computer Science
AIG 2014 - Present
Pacific Life 2012 - 2014
Manulife 2011 - 2012
John Hancock Life Insurance Company (U.S.A.) 2010 - 2011
John Hancock 2009 - 2010
ING 2005 - 2009
Siemens 2004 - 2005
NFI Interactive Logistics 2000 - 2003
Diginexus 1999 - 2000
The Vanguard Group 1998 - 1999
Skills
Hedging, SQL, Leadership, Actuarial Science, Derivatives, Insurance, Financial Reporting, Fixed Income, Risk Management, Financial Analysis, VBA, Valuation, Financial Risk, Financial Modeling, Quantitative Analytics, ALM, Quantitative Finance, Asset Management, Portfolio Management, Enterprise Risk..., SAS, Life Insurance, Capital Markets, Investments, Software Design, Software Development
Education
...
Drexel University
Master
The sceond primary school on Fengyang Rd
Villanova University
M.S., Computer Science
Robert C. Weatherbee, MBA, CSSBB's The Vanguard Group Experience February 2007 - 2009
Job Director, Business Analyst Practice
Industry Insurance
Experience
Guardian Life September 2015 - Present
Vanguard October 2012 - Present
Vanguard April 2011 - October 2012
The Vanguard Group February 2007 - 2009
The Vanguard Group September 2005 - January 2008
Fidelity Investments January 2002 - August 2005
Skills
Six Sigma, Project Management, Process Improvement, Relationship Management, Business Analysis, Change Management, Data Analysis, Visio, Program Management, Project Portfolio..., Leadership, Project Planning, Risk Management, Process Engineering, MS Project, Analysis, Operations Management, Adjunct Faculty, Business Process..., Coaching, Strategy, Business Process, Strategic Planning, Management, Forecasting, CRM, Cross-functional Team..., SDLC, Finance, Vendor Management, Team Leadership, Team Building
Education
Villanova University 2012 — 2013
Lean Six Sigma
Drexel University 2006 — 2008
MBA
Penn State University 2002 — 2005
BA, LAS
Guardian Life September 2015 - Present
Vanguard October 2012 - Present
Vanguard April 2011 - October 2012
The Vanguard Group February 2007 - 2009
The Vanguard Group September 2005 - January 2008
Fidelity Investments January 2002 - August 2005
Skills
Six Sigma, Project Management, Process Improvement, Relationship Management, Business Analysis, Change Management, Data Analysis, Visio, Program Management, Project Portfolio..., Leadership, Project Planning, Risk Management, Process Engineering, MS Project, Analysis, Operations Management, Adjunct Faculty, Business Process..., Coaching, Strategy, Business Process, Strategic Planning, Management, Forecasting, CRM, Cross-functional Team..., SDLC, Finance, Vendor Management, Team Leadership, Team Building
Education
Villanova University 2012 — 2013
Lean Six Sigma
Drexel University 2006 — 2008
MBA
Penn State University 2002 — 2005
BA, LAS
Kirsten Pastor's The Vanguard Group Experience March 2004 - November 2007
Job Senior Manager, Investment Product Marketing at Vanguard
Industry Financial Services
Experience
Vanguard April 2014 - Present
Vanguard December 2010 - March 2014
Vanguard February 2010 - November 2011
Vanguard November 2007 - March 2010
The Vanguard Group March 2004 - November 2007
Vanguard August 1999 - February 2004
Century Advertising April 1997 - August 1999
Technology Publishing Company September 1990 - April 1997
Skills
Change Management, Process Improvement, Series 24, Defined Benefit, Series 6, Customer Experience, Corporate Communications, Series 7, Leadership, Business Process..., Investments, Relationship Management, Team Leadership, Mutual Funds, Series 63
Education
Drexel University 2014 — 2016
Master of Business Administration (M.B.A.)
Villanova University 2000 — 2007
Bachelor of Science, Business Administration
University of Pittsburgh 1990 — 1992
Vanguard April 2014 - Present
Vanguard December 2010 - March 2014
Vanguard February 2010 - November 2011
Vanguard November 2007 - March 2010
The Vanguard Group March 2004 - November 2007
Vanguard August 1999 - February 2004
Century Advertising April 1997 - August 1999
Technology Publishing Company September 1990 - April 1997
Skills
Change Management, Process Improvement, Series 24, Defined Benefit, Series 6, Customer Experience, Corporate Communications, Series 7, Leadership, Business Process..., Investments, Relationship Management, Team Leadership, Mutual Funds, Series 63
Education
Drexel University 2014 — 2016
Master of Business Administration (M.B.A.)
Villanova University 2000 — 2007
Bachelor of Science, Business Administration
University of Pittsburgh 1990 — 1992
Joe Koebele's The Vanguard Group Experience March 2011 - January 2015
Job Research Analyst at West Capital Management
Industry Investment Management
Experience
West Capital Management January 2015 - Present
Daemion Counseling Center January 2015 - Present
The Vanguard Group March 2011 - January 2015
SeventySix Capital August 2010 - February 2011
Hamilton Lane April 2009 - September 2009
Wilmington Trust April 2008 - September 2008
Skills
Bloomberg, Private Equity, DCF, Microsoft Excel, Venture Capital, Trading, Fixed Income, Real Estate, Valuation, Due Diligence, PowerPoint, Bloomberg Terminal, Access, Financial Modeling, Investments, Finance, Portfolio Management, Mutual Funds
Education
Drexel University - College of Business and Administration 2005 — 2010
BS, Finance
CFA Level III Candidate
West Capital Management January 2015 - Present
Daemion Counseling Center January 2015 - Present
The Vanguard Group March 2011 - January 2015
SeventySix Capital August 2010 - February 2011
Hamilton Lane April 2009 - September 2009
Wilmington Trust April 2008 - September 2008
Skills
Bloomberg, Private Equity, DCF, Microsoft Excel, Venture Capital, Trading, Fixed Income, Real Estate, Valuation, Due Diligence, PowerPoint, Bloomberg Terminal, Access, Financial Modeling, Investments, Finance, Portfolio Management, Mutual Funds
Education
Drexel University - College of Business and Administration 2005 — 2010
BS, Finance
CFA Level III Candidate
Johnathan Parsell Johnathan Parsell's The Vanguard Group Experience March 2011 - July 2012
Job Chief Financial Officer, Project Manager
Industry Financial Services
Experience
Parsell Funeral Homes & Crematorium June 2008 - Present
The Vanguard Group March 2011 - July 2012
First Allied Securities 2010 - 2011
Edward Jones 2008 - 2008
Skills
Business Strategy, Investments, Financial Management, Management Consulting, Corporate Finance, Financial Planning, Microsoft Office, Customer Relations, Excel, Series 7, Strategic Financial..., Business Development, Customer Service, Management, Managerial Finance, Strategy, Forecasting, Leadership
Education
Drexel University 2012 — 2014
Master of Business Administration (M.B.A.)
University of Delaware 2003 — 2008
B.S.
University of Pretoria 2008 — 2008
Parsell Funeral Homes & Crematorium June 2008 - Present
The Vanguard Group March 2011 - July 2012
First Allied Securities 2010 - 2011
Edward Jones 2008 - 2008
Skills
Business Strategy, Investments, Financial Management, Management Consulting, Corporate Finance, Financial Planning, Microsoft Office, Customer Relations, Excel, Series 7, Strategic Financial..., Business Development, Customer Service, Management, Managerial Finance, Strategy, Forecasting, Leadership
Education
Drexel University 2012 — 2014
Master of Business Administration (M.B.A.)
University of Delaware 2003 — 2008
B.S.
University of Pretoria 2008 — 2008
John Wendel John Wendel's The Vanguard Group Experience December 2013 - Present
Job Project Manager at Vanguard
Industry Financial Services
Experience
The Vanguard Group December 2013 - Present
The Vanguard Group July 2012 - December 2013
AT&T May 2011 - July 2011
U.S. Department of Labor; Sevatec, Inc. May 2007 - July 2010
CGI Federal Inc. August 2005 - April 2007
Skills
Leadership Development, Market Research, Requirements Gathering, Team Leadership, Software Development, Management, Guitar, Project Management, Data Analysis, Customer Loyalty, Strategy, Web Design
Education
Duke University - The Fuqua School of Business 2010 — 2012
MBA, Strategy, Marketing
Penn State University 2001 — 2005
BS, Information Sciences and Technology
The Vanguard Group December 2013 - Present
The Vanguard Group July 2012 - December 2013
AT&T May 2011 - July 2011
U.S. Department of Labor; Sevatec, Inc. May 2007 - July 2010
CGI Federal Inc. August 2005 - April 2007
Skills
Leadership Development, Market Research, Requirements Gathering, Team Leadership, Software Development, Management, Guitar, Project Management, Data Analysis, Customer Loyalty, Strategy, Web Design
Education
Duke University - The Fuqua School of Business 2010 — 2012
MBA, Strategy, Marketing
Penn State University 2001 — 2005
BS, Information Sciences and Technology
Joseph Miele Jr. Joseph Miele Jr.'s The Vanguard Group Experience 2002 - July 2012
Job Enterprise Risk Manager at Vanguard
Industry Financial Services
Experience
Vanguard September 2013 - Present
DeSales University January 2012 - Present
Eastern University 2001 - Present
Vanguard July 2012 - September 2012
The Vanguard Group 2002 - July 2012
Immaculata University 1997 - 2009
Delaware Investments 1982 - 1990
Skills
Six Sigma Certified, Fixed Income, Series 7, Series 24, FINRA, Asset Allocation, Six Sigma, Investments, Trading, Retirement, Mutual Funds, Risk Management, Coaching, Financial Services, Financial Analysis, Leadership Development, Strategic Financial..., Strategic Planning, Retirement Planning, Training, Securities, Insurance
Education
Saint Joseph's University 1991 — 1994
MBA
Drexel University 1977 — 1982
BS, Marketing
Malvern Prep 1973 — 1977
Vanguard September 2013 - Present
DeSales University January 2012 - Present
Eastern University 2001 - Present
Vanguard July 2012 - September 2012
The Vanguard Group 2002 - July 2012
Immaculata University 1997 - 2009
Delaware Investments 1982 - 1990
Skills
Six Sigma Certified, Fixed Income, Series 7, Series 24, FINRA, Asset Allocation, Six Sigma, Investments, Trading, Retirement, Mutual Funds, Risk Management, Coaching, Financial Services, Financial Analysis, Leadership Development, Strategic Financial..., Strategic Planning, Retirement Planning, Training, Securities, Insurance
Education
Saint Joseph's University 1991 — 1994
MBA
Drexel University 1977 — 1982
BS, Marketing
Malvern Prep 1973 — 1977
Lanna Watkins Minor, MBA's The Vanguard Group Experience November 2007 - February 2010
Job Project Manager at Vanguard
Industry Financial Services
Experience
Vanguard January 2011 - Present
Vanguard February 2010 - January 2011
The Vanguard Group November 2007 - February 2010
LSG SkyChefs July 2006 - November 2007
Consortium 2004 - 2007
Wallace Roberts & Todd, LLC 2006 - 2006
JP Morgan Chase June 2001 - June 2005
JPMorgan 2001 - 2005
JP Morgan 2000 - 2005
JPMorganChase 2001 - 2003
Skills
Analysis, Business Analysis, Business Process..., Change Management, Entrepreneurship, Human Resources, Leadership, Management, Process Improvement, Program Management, Project Management, Requirements Analysis, Requirements Gathering, SDLC, Software Project..., User Acceptance Testing, Six Sigma, Visio, PMO, Integration, Vendor Management, SharePoint, Risk Management
Education
Drexel University 2005 — 2006
MBA
Rensselaer Polytechnic Institute 1997 — 2001
B.S., Information Technology
Vanguard January 2011 - Present
Vanguard February 2010 - January 2011
The Vanguard Group November 2007 - February 2010
LSG SkyChefs July 2006 - November 2007
Consortium 2004 - 2007
Wallace Roberts & Todd, LLC 2006 - 2006
JP Morgan Chase June 2001 - June 2005
JPMorgan 2001 - 2005
JP Morgan 2000 - 2005
JPMorganChase 2001 - 2003
Skills
Analysis, Business Analysis, Business Process..., Change Management, Entrepreneurship, Human Resources, Leadership, Management, Process Improvement, Program Management, Project Management, Requirements Analysis, Requirements Gathering, SDLC, Software Project..., User Acceptance Testing, Six Sigma, Visio, PMO, Integration, Vendor Management, SharePoint, Risk Management
Education
Drexel University 2005 — 2006
MBA
Rensselaer Polytechnic Institute 1997 — 2001
B.S., Information Technology
Peter Danczewski's The Vanguard Group Experience March 1997 - August 2005
Job Merchandising Specialist at Lowe's Home Improvement
Industry Retail
Experience
Lowe's Home Improvement April 2011 - Present
Lowe's Home Improvement December 2008 - January 2012
The Vanguard Group March 1997 - August 2005
Skills
Financial Services, Customer Service, Marketing, Employee Training, Six Sigma, Training, Selling, Microsoft Excel, Asset Allocation, Marketing Strategy, Business Analysis, New Business Development, Mutual Funds, Strategic Planning, Sales, Retail, Microsoft Word, PowerPoint, Portfolio Management, Asset Managment, CRM, Project Management, Time Management
Education
Eastern University 2001 — 2003
MBA
Drexel University - College of Business and Administration 1993 — 1997
Bachelor of Science (B.S.)
Lowe's Home Improvement April 2011 - Present
Lowe's Home Improvement December 2008 - January 2012
The Vanguard Group March 1997 - August 2005
Skills
Financial Services, Customer Service, Marketing, Employee Training, Six Sigma, Training, Selling, Microsoft Excel, Asset Allocation, Marketing Strategy, Business Analysis, New Business Development, Mutual Funds, Strategic Planning, Sales, Retail, Microsoft Word, PowerPoint, Portfolio Management, Asset Managment, CRM, Project Management, Time Management
Education
Eastern University 2001 — 2003
MBA
Drexel University - College of Business and Administration 1993 — 1997
Bachelor of Science (B.S.)
Theodore Kirkpatrick's The Vanguard Group Experience January 1999 - January 2006
Job Director for Analytics and Performance Improvement at The Kendal Corporation
Industry Computer Software
Experience
The Kendal Corporation October 2010 - Present
Everest Field Technologies May 2008 - April 2010
The Vanguard Group January 1999 - January 2006
Skills
Business Analysis, Business Process, Process Improvement, Project Management, Six Sigma
Education
Dickinson College 1983 — 1986
BS, Computer Science
The Kendal Corporation October 2010 - Present
Everest Field Technologies May 2008 - April 2010
The Vanguard Group January 1999 - January 2006
Skills
Business Analysis, Business Process, Process Improvement, Project Management, Six Sigma
Education
Dickinson College 1983 — 1986
BS, Computer Science
Robert L. Hodges III's The Vanguard Group Experience September 2006 - May 2013
Job Business Development Group Investment Specialist Sales Leader at Vanguard
Industry Financial Services
Experience
Vanguard May 2013 - Present
The Vanguard Group September 2006 - May 2013
Good Samaritan Shelter, Phoenixville, PA 2008 - October 2011
The Vanguard Group April 2005 - September 2006
The Vanguard Group June 2003 - April 2005
Skills
Mutual Funds, Series 6, Series 63, Relationship Management, Management, Portfolio Management, CRM, Investments, Leadership, Finance, Financial Services, Business Planning, Series 7, FINRA, Securities, Retirement Planning, 401k, Retirement, ETFs
Education
DeSales University 2013 — 2016
Master of Business Administration (MBA), Finance
Immaculata University
Bachelors of Arts, Finance & Organizational Management (Dual Major)
Vanguard May 2013 - Present
The Vanguard Group September 2006 - May 2013
Good Samaritan Shelter, Phoenixville, PA 2008 - October 2011
The Vanguard Group April 2005 - September 2006
The Vanguard Group June 2003 - April 2005
Skills
Mutual Funds, Series 6, Series 63, Relationship Management, Management, Portfolio Management, CRM, Investments, Leadership, Finance, Financial Services, Business Planning, Series 7, FINRA, Securities, Retirement Planning, 401k, Retirement, ETFs
Education
DeSales University 2013 — 2016
Master of Business Administration (MBA), Finance
Immaculata University
Bachelors of Arts, Finance & Organizational Management (Dual Major)
Kristen (Cianfichi) Bartynski's The Vanguard Group Experience June 2005 - April 2008
Job Manager, Finance at Teva Pharmaceuticals
Industry Pharmaceuticals
Experience
Teva Pharmaceuticals April 2008 - Present
The Vanguard Group June 2005 - April 2008
Skills
Auditing, Financial Analysis, Financial Reporting, Finance, Sarbanes-Oxley Act, Internal Audit, Internal Controls, US GAAP, Accounting, SAP, Investments
Education
Drexel University - College of Business and Administration 2009 — 2011
MBA
Moravian College 2001 — 2005
BA, Accounting; Business Management Minor
Teva Pharmaceuticals April 2008 - Present
The Vanguard Group June 2005 - April 2008
Skills
Auditing, Financial Analysis, Financial Reporting, Finance, Sarbanes-Oxley Act, Internal Audit, Internal Controls, US GAAP, Accounting, SAP, Investments
Education
Drexel University - College of Business and Administration 2009 — 2011
MBA
Moravian College 2001 — 2005
BA, Accounting; Business Management Minor
Brian Daniel's The Vanguard Group Experience 1995 - 2000
Job Customer Success Manager at FICO™
Industry Information Technology and Services
Experience
FICO™ September 2015 - Present
Acxiom March 2013 - September 2015
Acxiom July 2010 - March 2013
SunGard Availability Services August 2002 - July 2010
All Bases Covered 2000 - August 2002
The Vanguard Group 1995 - 2000
Skills
Project Management, Six Sigma, Disaster Recovery, Business Continuity, Data Center, Vendor Management, Process Improvement, Program Management, IT Service Management, IT Management, Microsoft SQL Server, Managed Services, IT Strategy, Project Planning, Management, Service Delivery, Business Analysis, Solution Architecture, Outsourcing, IT Outsourcing, IT Operations, Project Portfolio..., Enterprise Architecture, Testing, Business Process, Incident Management, PMO, Cisco Technologies, Security, Professional Services, Information Technology, Project Delivery, Pre-sales, Resource Management, Strategy, Business Process..., Business Intelligence, High Availability, Governance, Virtualization, Consulting, Visio, Service Management, Infrastructure, Integration, Networking, Product Management, Cloud Computing, Enterprise Software, SaaS
Education
Drexel University - College of Business and Administration
MBA, General Business and IS
University of Scranton
BS Finance
Bishop Eustace
FICO™ September 2015 - Present
Acxiom March 2013 - September 2015
Acxiom July 2010 - March 2013
SunGard Availability Services August 2002 - July 2010
All Bases Covered 2000 - August 2002
The Vanguard Group 1995 - 2000
Skills
Project Management, Six Sigma, Disaster Recovery, Business Continuity, Data Center, Vendor Management, Process Improvement, Program Management, IT Service Management, IT Management, Microsoft SQL Server, Managed Services, IT Strategy, Project Planning, Management, Service Delivery, Business Analysis, Solution Architecture, Outsourcing, IT Outsourcing, IT Operations, Project Portfolio..., Enterprise Architecture, Testing, Business Process, Incident Management, PMO, Cisco Technologies, Security, Professional Services, Information Technology, Project Delivery, Pre-sales, Resource Management, Strategy, Business Process..., Business Intelligence, High Availability, Governance, Virtualization, Consulting, Visio, Service Management, Infrastructure, Integration, Networking, Product Management, Cloud Computing, Enterprise Software, SaaS
Education
Drexel University - College of Business and Administration
MBA, General Business and IS
University of Scranton
BS Finance
Bishop Eustace
Matthew Boehm's The Vanguard Group Experience April 2000 - Present
Job Manager IT at The Vanguard Group
Industry Information Technology and Services
Experience
The Vanguard Group April 2000 - Present
Skills
SDLC, IT Management, Program Management, IT Strategy, Requirements Analysis, Process Improvement, Visio, Mainframe, Agile Methodologies, PMP, Disaster Recovery, Vendor Management, Business Analysis, Software Project..., Enterprise Architecture, Requirements Gathering, Unix, COBOL
Education
Drexel University 1997 — 1998
Master of Business Administration (MBA)
New Jersey Institute of Technology 1982 — 1987
Bachelor of Science (BS), Computer Science
The Vanguard Group April 2000 - Present
Skills
SDLC, IT Management, Program Management, IT Strategy, Requirements Analysis, Process Improvement, Visio, Mainframe, Agile Methodologies, PMP, Disaster Recovery, Vendor Management, Business Analysis, Software Project..., Enterprise Architecture, Requirements Gathering, Unix, COBOL
Education
Drexel University 1997 — 1998
Master of Business Administration (MBA)
New Jersey Institute of Technology 1982 — 1987
Bachelor of Science (BS), Computer Science
Karen Dina's The Vanguard Group Experience 2005 - June 2009
Job
Industry Financial Services
Experience
The Vanguard Group 2005 - June 2009
Towers Perrin 2000 - 2005
Skills
Business Analysis
Education
Drexel University
MBA, MIS
Ursinus College
BA, Economics
The Vanguard Group 2005 - June 2009
Towers Perrin 2000 - 2005
Skills
Business Analysis
Education
Drexel University
MBA, MIS
Ursinus College
BA, Economics
Chris Flynn, QKA's The Vanguard Group Experience October 2005 - Present
Job Relationship Manager at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group October 2005 - Present
Vanguard September 2000 - October 2005
Skills
Risk Management, Management, Series 6, Mutual Funds, Series 63, Pensions, Financial Services, Series 7, Relationship Management
Education
DeSales University 1994 — 1998
Bachelor of Arts (B.A.), Business/Corporate Communications
The Vanguard Group October 2005 - Present
Vanguard September 2000 - October 2005
Skills
Risk Management, Management, Series 6, Mutual Funds, Series 63, Pensions, Financial Services, Series 7, Relationship Management
Education
DeSales University 1994 — 1998
Bachelor of Arts (B.A.), Business/Corporate Communications
Dan Chidester's The Vanguard Group Experience February 2006 - February 2009
Job Senior Web Developer
Industry Financial Services
Experience
Vanguard December 2009 - Present
Respect Is Earned, LLC. February 2009 - June 2009
The Vanguard Group February 2006 - February 2009
Vanguard February 2006 - March 2007
Skills
CSS, HTML, PHP, Agile Methodologies, Information Architecture, JavaScript, User Experience, jQuery, XML, User Interface Design, SQL, SDLC, Java, Agile Project Management, Scrum
Education
Drexel University 2001 — 2006
Computer Science
Downingtown High School 1997 — 2001
Vanguard December 2009 - Present
Respect Is Earned, LLC. February 2009 - June 2009
The Vanguard Group February 2006 - February 2009
Vanguard February 2006 - March 2007
Skills
CSS, HTML, PHP, Agile Methodologies, Information Architecture, JavaScript, User Experience, jQuery, XML, User Interface Design, SQL, SDLC, Java, Agile Project Management, Scrum
Education
Drexel University 2001 — 2006
Computer Science
Downingtown High School 1997 — 2001
Todd Hartman, CFA's The Vanguard Group Experience 2004 - Present
Job Investment Analyst at The Vanguard Group
Industry Investment Management
Experience
The Vanguard Group 2004 - Present
The Vanguard Group 2002 - 2004
The Vanguard Group 2000 - 2002
Skills
Fixed Income, Equities, Bloomberg, Asset Allocation, Financial Analysis, Series 7, Asset Management, Investment Strategies, Mutual Funds, Investments, Portfolio Management, Accounting
Education
Drexel University 1999 — 2004
Masters of Business Administration, Management Information Systems
Penn State University 1992 — 1996
Bachelor of Science, Finance/Economics
The Vanguard Group 2004 - Present
The Vanguard Group 2002 - 2004
The Vanguard Group 2000 - 2002
Skills
Fixed Income, Equities, Bloomberg, Asset Allocation, Financial Analysis, Series 7, Asset Management, Investment Strategies, Mutual Funds, Investments, Portfolio Management, Accounting
Education
Drexel University 1999 — 2004
Masters of Business Administration, Management Information Systems
Penn State University 1992 — 1996
Bachelor of Science, Finance/Economics
Dave Orkin's The Vanguard Group Experience October 2007 - September 2012
Job Project Manager at Vanguard
Industry Financial Services
Experience
Vanguard October 2012 - Present
The Vanguard Group October 2007 - September 2012
Vanguard July 1999 - September 2007
Vanguard July 1997 - June 1999
Susquehanna International Group, LLP (SIG) September 1995 - July 1997
Skills
SQL, SharePoint, Requirements Gathering, Agile Project Management, Visio, Process Improvement, Scrum, Disaster Recovery, Project Management, Vendor Management, Management, Agile Methodologies, PMP, Program Management, Business Intelligence, Leadership
Education
Drexel University 1998 — 2001
Master of Science (MS), Information Science/Studies
Drexel University 1992 — 1997
Bachelor of Science (B.S.), Information Science/Studies
cheltenham
Vanguard October 2012 - Present
The Vanguard Group October 2007 - September 2012
Vanguard July 1999 - September 2007
Vanguard July 1997 - June 1999
Susquehanna International Group, LLP (SIG) September 1995 - July 1997
Skills
SQL, SharePoint, Requirements Gathering, Agile Project Management, Visio, Process Improvement, Scrum, Disaster Recovery, Project Management, Vendor Management, Management, Agile Methodologies, PMP, Program Management, Business Intelligence, Leadership
Education
Drexel University 1998 — 2001
Master of Science (MS), Information Science/Studies
Drexel University 1992 — 1997
Bachelor of Science (B.S.), Information Science/Studies
cheltenham
David Zhu, CFA's The Vanguard Group Experience August 2006 - Present
Job Fixed Income Trader The Vanguard Group
Industry Investment Management
Experience
The Vanguard Group August 2006 - Present
Blackrock September 2004 - March 2005
Skills
Fixed Income Portfolio..., Trading, Treasury Bonds, Financial Markets, Bloomberg, Microsoft Excel, Technical Analysis, Mutual Funds, Performance Attribution, Investments, Inflation Markets, ETFs, Fixed Income, Bonds, Investment Management, Asset Allocation, Portfolio Management
Education
Drexel University - College of Business and Administration 2012 — 2014
Master of Business Administration (MBA)
Central Highschool
Drexel University
Bachelor of Science, Finance & MIS
Drexel University - LeBow College of Business
The Vanguard Group August 2006 - Present
Blackrock September 2004 - March 2005
Skills
Fixed Income Portfolio..., Trading, Treasury Bonds, Financial Markets, Bloomberg, Microsoft Excel, Technical Analysis, Mutual Funds, Performance Attribution, Investments, Inflation Markets, ETFs, Fixed Income, Bonds, Investment Management, Asset Allocation, Portfolio Management
Education
Drexel University - College of Business and Administration 2012 — 2014
Master of Business Administration (MBA)
Central Highschool
Drexel University
Bachelor of Science, Finance & MIS
Drexel University - LeBow College of Business
William Nieczpiel's The Vanguard Group Experience June 1997 - July 2000
Job Development Manager at The Childrens Hospital of Philadelphia
Industry Information Technology and Services
Experience
The Childrens Hospital of Philadelphia December 2008 - Present
Lincoln Financial Group May 2008 - December 2008
Siemens Medical Systems July 2004 - May 2008
ISA Consulting November 2002 - July 2004
Genesis Healthcare September 2001 - November 2002
ISA Consulting July 2000 - September 2001
The Vanguard Group June 1997 - July 2000
Fastech, Inc January 1995 - June 1997
Skills
Data Warehousing, Business Intelligence, Healthcare Information..., Analytics, Big Data, Business Analysis, Databases, Integration, Management, Process Improvement, Program Management, Project Management, Requirements Analysis, SDLC
Education
Drexel University 2012 — 2013
Certificate in Healthcare Informatics, Informatics
Rutgers, The State University of New Jersey-Camden 1990 — 1995
BS, Management
The Childrens Hospital of Philadelphia December 2008 - Present
Lincoln Financial Group May 2008 - December 2008
Siemens Medical Systems July 2004 - May 2008
ISA Consulting November 2002 - July 2004
Genesis Healthcare September 2001 - November 2002
ISA Consulting July 2000 - September 2001
The Vanguard Group June 1997 - July 2000
Fastech, Inc January 1995 - June 1997
Skills
Data Warehousing, Business Intelligence, Healthcare Information..., Analytics, Big Data, Business Analysis, Databases, Integration, Management, Process Improvement, Program Management, Project Management, Requirements Analysis, SDLC
Education
Drexel University 2012 — 2013
Certificate in Healthcare Informatics, Informatics
Rutgers, The State University of New Jersey-Camden 1990 — 1995
BS, Management
Darren Olson, ChFC®'s The Vanguard Group Experience January 2004 - July 2005
Job Senior Associate, Marketing CBRE Clarion Securities
Industry Financial Services
Experience
CBRE Clarion Securities May 2015 - Present
Hartford Funds March 2013 - May 2015
Hartford Funds July 2005 - September 2013
The Vanguard Group January 2004 - July 2005
Bureau of Labor Statistics / Dept. of Labor May 2002 - August 2003
Skills
Series 63, Mutual Funds, Series 6, Financial Services, 401k, Customer Service, Retirement, Investments, Microsoft Word, Economics, Customer Relations, Licensing, Analysis, PowerPoint, Microsoft Office, Financial Planning, Account Management, Securities, Consultative Selling, Wealth Management, Excel, Word, Public Speaking, Outlook, Coaching, Finance, Sales, Salesforce.com, Marketing, Content Marketing, Marketing Communications, Insurance, Series 7, Life Insurance
Education
Drexel University - College of Business and Administration 2012 — 2014
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Millersville University of Pennsylvania 1999 — 2003
BA, Economics, Business Finance
CBRE Clarion Securities May 2015 - Present
Hartford Funds March 2013 - May 2015
Hartford Funds July 2005 - September 2013
The Vanguard Group January 2004 - July 2005
Bureau of Labor Statistics / Dept. of Labor May 2002 - August 2003
Skills
Series 63, Mutual Funds, Series 6, Financial Services, 401k, Customer Service, Retirement, Investments, Microsoft Word, Economics, Customer Relations, Licensing, Analysis, PowerPoint, Microsoft Office, Financial Planning, Account Management, Securities, Consultative Selling, Wealth Management, Excel, Word, Public Speaking, Outlook, Coaching, Finance, Sales, Salesforce.com, Marketing, Content Marketing, Marketing Communications, Insurance, Series 7, Life Insurance
Education
Drexel University - College of Business and Administration 2012 — 2014
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Millersville University of Pennsylvania 1999 — 2003
BA, Economics, Business Finance
Lee Manfre's The Vanguard Group Experience October 1995 - July 2008
Job Retired
Industry Computer Software
Experience
The Vanguard Group October 1995 - July 2008
Conrail 1980 - 1995
Avtex Fibers 1980 - 1980
Education
Drexel University 1986 — 1993
The Vanguard Group October 1995 - July 2008
Conrail 1980 - 1995
Avtex Fibers 1980 - 1980
Education
Drexel University 1986 — 1993
Sissy Morelock's The Vanguard Group Experience November 1995 - July 2007
Job Experienced manager in investment management industry
Industry Investment Management
Experience
Phoenix tax consultants January 2011 - Present
Michael's Restaurant & Deli July 2007 - Present
The Vanguard Group November 1995 - July 2007
Skills
Team Leadership, Customer Relations, Account Management, Customer Service, Tax Preparation
Education
Drexel University - LeBow College of Business 1999 — 2003
MBA, Investment Finance
Drexel University - LeBow College of Business 1999 — 2003
MS, Taxation
Franklin & Marshall College 1991 — 1995
BS, Business Management
Phoenix tax consultants January 2011 - Present
Michael's Restaurant & Deli July 2007 - Present
The Vanguard Group November 1995 - July 2007
Skills
Team Leadership, Customer Relations, Account Management, Customer Service, Tax Preparation
Education
Drexel University - LeBow College of Business 1999 — 2003
MBA, Investment Finance
Drexel University - LeBow College of Business 1999 — 2003
MS, Taxation
Franklin & Marshall College 1991 — 1995
BS, Business Management
Andrew Brown's The Vanguard Group Experience December 2002 - December 2005
Job Electrician IBEW 98
Industry Electrical/Electronic Manufacturing
Experience
Local Union 98 IBEW August 2014 - Present
Gary's Collision & Auto Sales January 2014 - August 2014
AxisSybronEndo May 2007 - October 2013
Sklar Scientific December 2005 - May 2007
The Vanguard Group December 2002 - December 2005
PLANCO July 1997 - December 2002
Skills
Mutual Funds, 401k, Fixed Annuities, Retirement Planning, Sales Management, Series 63, Series 7, Series 6, Variable Annuities, Marketing, Investment Advisory, Lotus Notes, Public Speaking, Equities, Microsoft Office, Asset Managment, Wealth Management, Capital Equipment, Securities, Financial Services, Asset Allocation, Sales Operations, Account Management, Marketing Strategy, Investments, Microsoft Excel, Selling, Sales, New Business Development, Customer Service, Life Insurance, Microsoft Word, Negotiation, Medical Devices, Financial Advisory, CRM, Trade Shows, Sales Presentations, Cold Calling
Education
Drexel University 2002 — 2004
Engineer's Degree, Mechanical Engineering
Wake Forest University 1993 — 1997
Bachelor of Arts (B.A.), Psychology
Local Union 98 IBEW August 2014 - Present
Gary's Collision & Auto Sales January 2014 - August 2014
AxisSybronEndo May 2007 - October 2013
Sklar Scientific December 2005 - May 2007
The Vanguard Group December 2002 - December 2005
PLANCO July 1997 - December 2002
Skills
Mutual Funds, 401k, Fixed Annuities, Retirement Planning, Sales Management, Series 63, Series 7, Series 6, Variable Annuities, Marketing, Investment Advisory, Lotus Notes, Public Speaking, Equities, Microsoft Office, Asset Managment, Wealth Management, Capital Equipment, Securities, Financial Services, Asset Allocation, Sales Operations, Account Management, Marketing Strategy, Investments, Microsoft Excel, Selling, Sales, New Business Development, Customer Service, Life Insurance, Microsoft Word, Negotiation, Medical Devices, Financial Advisory, CRM, Trade Shows, Sales Presentations, Cold Calling
Education
Drexel University 2002 — 2004
Engineer's Degree, Mechanical Engineering
Wake Forest University 1993 — 1997
Bachelor of Arts (B.A.), Psychology
David Swartzendruber, CFA's The Vanguard Group Experience 1991 - 1997
Job Commercial Risk Management Sales, The Hatfield Group, LLC
Industry Financial Services
Experience
The Hatfield Group 2004 - Present
Woodman of the World Life Insurance Society 1999 - 2003
Bridge Information Systems Inc 1997 - 1999
The Vanguard Group 1991 - 1997
Skills
Portfolio Management, Bonds, Risk Management, Private Equity, Financial Planning, Equities, Financial Analysis
Education
University of Nebraska at Omaha 2001 — 2002
Master of Business Administration (MBA), Finance, General
Drexel University - LeBow College of Business 1986 — 1990
BS, Finance, Economics
CFA Institute
CFA, Charter Awarded in 1996
The Hatfield Group 2004 - Present
Woodman of the World Life Insurance Society 1999 - 2003
Bridge Information Systems Inc 1997 - 1999
The Vanguard Group 1991 - 1997
Skills
Portfolio Management, Bonds, Risk Management, Private Equity, Financial Planning, Equities, Financial Analysis
Education
University of Nebraska at Omaha 2001 — 2002
Master of Business Administration (MBA), Finance, General
Drexel University - LeBow College of Business 1986 — 1990
BS, Finance, Economics
CFA Institute
CFA, Charter Awarded in 1996
Dan Arlen's The Vanguard Group Experience DeveloperVanguard1999 - Present
Job Developer at The Vanguard Group
Industry Investment Management
Experience
The Vanguard Group DeveloperVanguard1999 - Present
Blue Cross of Lehigh Valley 1980 - 1987
Education
Duke University 1966 — 1970
The Vanguard Group DeveloperVanguard1999 - Present
Blue Cross of Lehigh Valley 1980 - 1987
Education
Duke University 1966 — 1970
Clark Hoober's The Vanguard Group Experience May 2008 - August 2008
Job Crew Experience Manager at Vanguard
Industry Financial Services
Experience
Vanguard August 2014 - Present
Vanguard September 2012 - August 2014
Vanguard October 2010 - September 2012
Vanguard June 2009 - October 2010
Cairn University May 2008 - May 2009
The Vanguard Group May 2008 - August 2008
JCPenney June 2007 - August 2007
Skills
Series 7, Series 63, Financial Services, Leadership, Relationship Management, Project Management, Six Sigma, Development Of Employees, Mutual Funds, Investments, Business Analysis, Leadership Development, Business Process..., Coaching, Training, Risk Management, Management, Team Building
Education
Drexel University 2014 — 2016
Master of Business Administration (MBA)
Cairn University 2005 — 2009
Business Administration; Biblical Studies, Magna cum Laude
Vanguard August 2014 - Present
Vanguard September 2012 - August 2014
Vanguard October 2010 - September 2012
Vanguard June 2009 - October 2010
Cairn University May 2008 - May 2009
The Vanguard Group May 2008 - August 2008
JCPenney June 2007 - August 2007
Skills
Series 7, Series 63, Financial Services, Leadership, Relationship Management, Project Management, Six Sigma, Development Of Employees, Mutual Funds, Investments, Business Analysis, Leadership Development, Business Process..., Coaching, Training, Risk Management, Management, Team Building
Education
Drexel University 2014 — 2016
Master of Business Administration (MBA)
Cairn University 2005 — 2009
Business Administration; Biblical Studies, Magna cum Laude
Richard Powers's The Vanguard Group Experience January 2003 - August 2006
Job Retail Investor Group ETF Strategy Lead
Industry Investment Management
Experience
Vanguard March 2015 - Present
Vanguard August 2006 - March 2015
The Vanguard Group January 2003 - August 2006
The Vanguard Group January 1999 - January 2003
Skills
People Management, Investment Manager..., Fixed Income Products, Asset Management, Investments, Equities, Hedge Funds, Bonds
Education
Drexel University 2002 — 2005
MBA, Investment Management
Shippensburg University of Pennsylvania 1994 — 1998
BSBA, Finance
Vanguard March 2015 - Present
Vanguard August 2006 - March 2015
The Vanguard Group January 2003 - August 2006
The Vanguard Group January 1999 - January 2003
Skills
People Management, Investment Manager..., Fixed Income Products, Asset Management, Investments, Equities, Hedge Funds, Bonds
Education
Drexel University 2002 — 2005
MBA, Investment Management
Shippensburg University of Pennsylvania 1994 — 1998
BSBA, Finance
Hayne Margulies's The Vanguard Group Experience 2003 - February 2010
Job Information Security Analyst at Vanguard
Industry Financial Services
Experience
Vanguard April 2011 - Present
Vanguard February 2010 - April 2011
The Vanguard Group 2003 - February 2010
The Vanguard Group 1999 - 2003
GSK [Actium / Modus / Idea Consulting] 1997 - 1999
astra zeneca 1992 - 1996
Medical College of Pennsylvania 1987 - 1992
Drexel University 1986 - 1987
Skills
Integration, Information Security, Testing, Lotus Notes, Software Installation, SDLC, SharePoint, Process Improvement, Requirements Analysis, Requirements Gathering, Computer Security, Risk Management, Visio, Information Technology, Project Management, Business Analysis, IT Management, Disaster Recovery, Windows
Education
Drexel University 1985 — 1987
M.S.
Institute for Paralegal Training [Phila]
Certificate - Employee Benefits
University of Pennsylvania
B.A.
Vanguard April 2011 - Present
Vanguard February 2010 - April 2011
The Vanguard Group 2003 - February 2010
The Vanguard Group 1999 - 2003
GSK [Actium / Modus / Idea Consulting] 1997 - 1999
astra zeneca 1992 - 1996
Medical College of Pennsylvania 1987 - 1992
Drexel University 1986 - 1987
Skills
Integration, Information Security, Testing, Lotus Notes, Software Installation, SDLC, SharePoint, Process Improvement, Requirements Analysis, Requirements Gathering, Computer Security, Risk Management, Visio, Information Technology, Project Management, Business Analysis, IT Management, Disaster Recovery, Windows
Education
Drexel University 1985 — 1987
M.S.
Institute for Paralegal Training [Phila]
Certificate - Employee Benefits
University of Pennsylvania
B.A.
Anthony Rediger's The Vanguard Group Experience 2004 - 2004
Job Principal at IQ 20/20
Industry Pharmaceuticals
Experience
IQ 20/20 October 2011 - Present
IMS Health April 2010 - October 2011
IMS Health April 2007 - April 2010
IMS Health April 2004 - December 2006
The Vanguard Group 2004 - 2004
Teva Pharmaceuticals May 2001 - January 2003
Skills
Pharmaceutical Industry, Business Intelligence, Cross-functional Team..., Healthcare, Managed Care, Process Improvement, Product Management, Marketing Research, Business Development, Pharmaceutical Sales, New Business Development, Leadership, Sales Operations, Strategy, CRM, Product Launch
Education
DeSales University 2009 — 2012
MBA, Finance
Hawaii Pacific University 2002 — 2003
MA, Organizational Change Management
Moravian College
BA, Industrial Organizational Psychology
IQ 20/20 October 2011 - Present
IMS Health April 2010 - October 2011
IMS Health April 2007 - April 2010
IMS Health April 2004 - December 2006
The Vanguard Group 2004 - 2004
Teva Pharmaceuticals May 2001 - January 2003
Skills
Pharmaceutical Industry, Business Intelligence, Cross-functional Team..., Healthcare, Managed Care, Process Improvement, Product Management, Marketing Research, Business Development, Pharmaceutical Sales, New Business Development, Leadership, Sales Operations, Strategy, CRM, Product Launch
Education
DeSales University 2009 — 2012
MBA, Finance
Hawaii Pacific University 2002 — 2003
MA, Organizational Change Management
Moravian College
BA, Industrial Organizational Psychology
Joseph Feola's The Vanguard Group Experience November 2007 - Present
Job Manager, Global Payroll Services at Vanguard
Industry Financial Services
Experience
The Vanguard Group November 2007 - Present
The Vanguard Group August 2005 - November 2007
American International Group, Inc. March 2004 - August 2005
PFPC Worldwide, Inc. February 2003 - March 2004
Aqua America (formerly Philadelphia Suburban Water Company) January 2000 - February 2003
Aqua America (formerly Philadelphia Suburban Corporation) November 1998 - December 1999
Aqua America (formerly Philadelphia Suburban Corporation) December 1989 - December 1999
Aqua America (formerly Philadelphia Suburban Corporation) January 1989 - December 1989
McIntosh Motor Inns 1986 - 1989
Skills
Financial Analysis, Hyperion Enterprise, Essbase, Financial Modeling, Variance Analysis, Financial Reporting, Forecasting, Strategic Financial..., Accounting, Process Improvement, Risk Management, Financial Services, Internal Controls, Finance, Business Analysis
Education
Villanova University 1992 — 1999
MBA, Finance
Drexel University - LeBow College of Business 1979 — 1984
BS, Accounting
Archbishop John J. Carroll 1975 — 1979
The Vanguard Group November 2007 - Present
The Vanguard Group August 2005 - November 2007
American International Group, Inc. March 2004 - August 2005
PFPC Worldwide, Inc. February 2003 - March 2004
Aqua America (formerly Philadelphia Suburban Water Company) January 2000 - February 2003
Aqua America (formerly Philadelphia Suburban Corporation) November 1998 - December 1999
Aqua America (formerly Philadelphia Suburban Corporation) December 1989 - December 1999
Aqua America (formerly Philadelphia Suburban Corporation) January 1989 - December 1989
McIntosh Motor Inns 1986 - 1989
Skills
Financial Analysis, Hyperion Enterprise, Essbase, Financial Modeling, Variance Analysis, Financial Reporting, Forecasting, Strategic Financial..., Accounting, Process Improvement, Risk Management, Financial Services, Internal Controls, Finance, Business Analysis
Education
Villanova University 1992 — 1999
MBA, Finance
Drexel University - LeBow College of Business 1979 — 1984
BS, Accounting
Archbishop John J. Carroll 1975 — 1979
Robert Arata's The Vanguard Group Experience June 1998 - Present
Job Senior Manager at The Vanguard Group
Industry Financial Services
Chris Wrazen, CFP®'s The Vanguard Group Experience February 2007 - September 2008
Job Portfolio Manager at Vanguard (Corporate Credit)
Industry Investment Management
Experience
Vanguard June 2015 - Present
Vanguard February 2013 - Present
Vanguard September 2008 - February 2013
The Vanguard Group February 2007 - September 2008
Vanguard July 2005 - February 2007
Vanguard May 2004 - July 2005
Education
Drexel University 2009 — 2011
MBA, Business/Finance
West Chester University of Pennsylvania 1999 — 2003
BS, Finance
Vanguard June 2015 - Present
Vanguard February 2013 - Present
Vanguard September 2008 - February 2013
The Vanguard Group February 2007 - September 2008
Vanguard July 2005 - February 2007
Vanguard May 2004 - July 2005
Education
Drexel University 2009 — 2011
MBA, Business/Finance
West Chester University of Pennsylvania 1999 — 2003
BS, Finance
Julie Showers's The Vanguard Group Experience Graphic DesignerVanguard Group1998 - 2006
Job Brand Design Manager at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group Graphic DesignerVanguard Group1998 - 2006
Education
Drexel University 1996 — 2000
Graphic Design, Graphic Design
The Vanguard Group Graphic DesignerVanguard Group1998 - 2006
Education
Drexel University 1996 — 2000
Graphic Design, Graphic Design
Chris Reece's The Vanguard Group Experience March 1996 - January 2004
Job Senior Vice President at Franklin Square Capital Partners
Industry Financial Services
Experience
Franklin Square Capital Partners February 2012 - Present
Turner Investments June 2007 - February 2012
The Hartford March 2006 - June 2007
David Vaughan Investments January 2004 - December 2005
The Vanguard Group March 1996 - January 2004
Skills
Series 63, Series 7, Alternative Investments, Asset Managment, Investments, Fixed Income, Portfolio Management, Asset Management, Securities, Mutual Funds, Asset Allocation, Hedge Funds, Investment Strategies, ETFs, Wealth Management
Education
Villanova University 2003 — 2007
MBA, Finance
Drexel University - College of Business and Administration 1990 — 1995
Bachelor of Science, Finance
Franklin Square Capital Partners February 2012 - Present
Turner Investments June 2007 - February 2012
The Hartford March 2006 - June 2007
David Vaughan Investments January 2004 - December 2005
The Vanguard Group March 1996 - January 2004
Skills
Series 63, Series 7, Alternative Investments, Asset Managment, Investments, Fixed Income, Portfolio Management, Asset Management, Securities, Mutual Funds, Asset Allocation, Hedge Funds, Investment Strategies, ETFs, Wealth Management
Education
Villanova University 2003 — 2007
MBA, Finance
Drexel University - College of Business and Administration 1990 — 1995
Bachelor of Science, Finance
Aaron Wall's The Vanguard Group Experience July 2006 - November 2010
Job Quality Assurance Supervisor at Vanguard
Industry Financial Services
Experience
Vanguard April 2012 - Present
Vanguard November 2010 - April 2012
The Vanguard Group July 2006 - November 2010
Vanguard September 2003 - July 2006
Skills
Series 63, Mutual Funds, Investments, Asset Allocation, Leadership, Relationship Management, CRM, Financial Services, Equities, Process Improvement, Retirement Planning, Wealth Management, Securities, Series 6
Education
Drexel University - LeBow College of Business 2001 — 2003
Business Administration, Finanace
Vanguard April 2012 - Present
Vanguard November 2010 - April 2012
The Vanguard Group July 2006 - November 2010
Vanguard September 2003 - July 2006
Skills
Series 63, Mutual Funds, Investments, Asset Allocation, Leadership, Relationship Management, CRM, Financial Services, Equities, Process Improvement, Retirement Planning, Wealth Management, Securities, Series 6
Education
Drexel University - LeBow College of Business 2001 — 2003
Business Administration, Finanace
Nicole Nalewajko's The Vanguard Group Experience 2001 - 2004
Job Financial Services Professional
Industry Financial Services
Experience
The Vanguard Group 2001 - 2004
OffRoad Capital 2000 - 2000
Delaware Investments 1997 - 2000
Women's national lacrosse team 1990 - 1995
Education
Drexel University - LeBow College of Business 1990 — 1995
BS, Finance
Great Valley high school
The Vanguard Group 2001 - 2004
OffRoad Capital 2000 - 2000
Delaware Investments 1997 - 2000
Women's national lacrosse team 1990 - 1995
Education
Drexel University - LeBow College of Business 1990 — 1995
BS, Finance
Great Valley high school
Cindy Goehring's The Vanguard Group Experience July 1997 - November 2000
Job Director of Benefits at Capella Healthcare, Inc.
Industry Human Resources
Experience
Capella Healthcare, Inc August 2013 - Present
HealthSpring January 2008 - August 2013
Columbian Chemicals Company November 2000 - January 2008
The Vanguard Group July 1997 - November 2000
Union Pacific May 1994 - July 1997
Skills
Benefits Design, Benefits Negotiation, Benefits Administration, Benefits Management, M&A experience, Employee Benefits, Employee Wellness, Retirement Benefits, Health & Welfare..., Compliance Testing, 401k, Pension Administration, Healthcare, Health Insurance, Labor Contract..., Personnel Management, Workforce Planning
Education
Duke University - The Fuqua School of Business 1986 — 1988
M.B.A., Business Administration - Finance
University of Virginia 1980 — 1984
B.A., Economics
Capella Healthcare, Inc August 2013 - Present
HealthSpring January 2008 - August 2013
Columbian Chemicals Company November 2000 - January 2008
The Vanguard Group July 1997 - November 2000
Union Pacific May 1994 - July 1997
Skills
Benefits Design, Benefits Negotiation, Benefits Administration, Benefits Management, M&A experience, Employee Benefits, Employee Wellness, Retirement Benefits, Health & Welfare..., Compliance Testing, 401k, Pension Administration, Healthcare, Health Insurance, Labor Contract..., Personnel Management, Workforce Planning
Education
Duke University - The Fuqua School of Business 1986 — 1988
M.B.A., Business Administration - Finance
University of Virginia 1980 — 1984
B.A., Economics
Rajesh Parnerkar's The Vanguard Group Experience ArchitectVanguardJanuary 2012 - Present
Job Architect at Vanguard
Industry Computer & Network Security
Experience
The Vanguard Group ArchitectVanguardJanuary 2012 - Present
TCS 1991 - 1999
IIT Bombay 1991 - 1992
Skills
Agile Methodologies, SDLC
Education
Devi Ahilya Vishwavidyalaya 1985 — 1990
SGSITS 1985 — 1990
The Vanguard Group ArchitectVanguardJanuary 2012 - Present
TCS 1991 - 1999
IIT Bombay 1991 - 1992
Skills
Agile Methodologies, SDLC
Education
Devi Ahilya Vishwavidyalaya 1985 — 1990
SGSITS 1985 — 1990
Marcy Hall-Davis's The Vanguard Group Experience August 2005 - April 2008
Job Director, Training and Organizational Development at American Bible Society
Industry Hospitality
Experience
American Bible Society September 2015 - Present
Thomas Jefferson University October 2013 - Present
ARAMARK April 2008 - October 2013
Charming Shoppes 2011 - 2011
The Vanguard Group August 2005 - April 2008
Vanguard July 2002 - August 2005
Vanguard February 2005 - July 2005
Vanguard June 2000 - July 2002
Skills
Performance Management, Talent Management, Succession Planning, Employee Engagement, Talent Acquisition, Employee Relations, Human Resources, Recruiting, Employee Training, HR Policies, New Hire Orientations, Time Management, Training, Management, Leadership, Interviews, Team Building, Leadership Development
Education
Drexel University 2012 — 2015
Master of Science (MS), Learning Technology
Philadelphia University 1998 — 2000
Master of Business Administration (MBA), Taxation
Indiana University of Pennsylvania 1988 — 1990
American Bible Society September 2015 - Present
Thomas Jefferson University October 2013 - Present
ARAMARK April 2008 - October 2013
Charming Shoppes 2011 - 2011
The Vanguard Group August 2005 - April 2008
Vanguard July 2002 - August 2005
Vanguard February 2005 - July 2005
Vanguard June 2000 - July 2002
Skills
Performance Management, Talent Management, Succession Planning, Employee Engagement, Talent Acquisition, Employee Relations, Human Resources, Recruiting, Employee Training, HR Policies, New Hire Orientations, Time Management, Training, Management, Leadership, Interviews, Team Building, Leadership Development
Education
Drexel University 2012 — 2015
Master of Science (MS), Learning Technology
Philadelphia University 1998 — 2000
Master of Business Administration (MBA), Taxation
Indiana University of Pennsylvania 1988 — 1990
Robert Hempen, AAMS®'s The Vanguard Group Experience September 2010 - September 2012
Job Sales Executive Bank West Vanguard
Industry Financial Services
Experience
Vanguard March 2014 - Present
Vanguard September 2012 - Present
The Vanguard Group September 2010 - September 2012
Vanguard February 2006 - September 2010
Edward Jones July 1998 - October 2006
Skills
Series 7, Series 63, Series 24, Accredited Asset..., ETFs, Mutual Funds, 401k
Education
Saint Joseph's University 2009 — 2013
MBA, Finance, General
Drake University 1995 — 1998
B.S.B.A, Actuarial Science/Finance
University of Chicago 2008 — 2008
Executive course in Fundamentals of Sales Management
Vanguard March 2014 - Present
Vanguard September 2012 - Present
The Vanguard Group September 2010 - September 2012
Vanguard February 2006 - September 2010
Edward Jones July 1998 - October 2006
Skills
Series 7, Series 63, Series 24, Accredited Asset..., ETFs, Mutual Funds, 401k
Education
Saint Joseph's University 2009 — 2013
MBA, Finance, General
Drake University 1995 — 1998
B.S.B.A, Actuarial Science/Finance
University of Chicago 2008 — 2008
Executive course in Fundamentals of Sales Management
Eugene Dunbar's The Vanguard Group Experience 1986 - 1996
Job Financial Services Professional
Industry Financial Services
Experience
CitiStreet 1997 - Present
CitiStreet 2003 - 2007
CitiStreet 1997 - 2007
SSgA / CitiStreet 1999 - 2003
CitiStreet 1997 - 1999
The Vanguard Group 1986 - 1996
Education
Drexel University - LeBow College of Business 1989 — 1992
MBA
Drexel University - LeBow College of Business 1980 — 1984
CitiStreet 1997 - Present
CitiStreet 2003 - 2007
CitiStreet 1997 - 2007
SSgA / CitiStreet 1999 - 2003
CitiStreet 1997 - 1999
The Vanguard Group 1986 - 1996
Education
Drexel University - LeBow College of Business 1989 — 1992
MBA
Drexel University - LeBow College of Business 1980 — 1984
Alecia Miller's The Vanguard Group Experience 1994 - August 2001
Job Project Manager at xforty technologies
Industry Information Technology and Services
Experience
xforty technologies August 2011 - Present
Iron Mountain Records Management October 2005 - September 2014
CommNav 2001 - 2005
The Vanguard Group 1994 - August 2001
Skills
PMP, Project Planning, Agile, SDLC, Scrum, Software Project..., MS Project, PMI, Agile Project Management, Waterfall, Agile Methodologies, PMO, Requirements Analysis, Program Management, Project Portfolio..., Business Process, IT Strategy, Business Process..., Software Development, Requirements Gathering, Resource Management, Management, Governance, Process Engineering, Enterprise Architecture, Change Management, SOA, SharePoint, Visio, Vendor Management, Solution Architecture, ITIL, Business Intelligence
Education
Drexel University 1987 — 1991
Bachelor's degree
xforty technologies August 2011 - Present
Iron Mountain Records Management October 2005 - September 2014
CommNav 2001 - 2005
The Vanguard Group 1994 - August 2001
Skills
PMP, Project Planning, Agile, SDLC, Scrum, Software Project..., MS Project, PMI, Agile Project Management, Waterfall, Agile Methodologies, PMO, Requirements Analysis, Program Management, Project Portfolio..., Business Process, IT Strategy, Business Process..., Software Development, Requirements Gathering, Resource Management, Management, Governance, Process Engineering, Enterprise Architecture, Change Management, SOA, SharePoint, Visio, Vendor Management, Solution Architecture, ITIL, Business Intelligence
Education
Drexel University 1987 — 1991
Bachelor's degree
Caitrin Leahan Rinkevich's The Vanguard Group Experience 1998 - 2007
Job Experienced Project Manager
Industry Financial Services
Experience
The Vanguard Group 1998 - 2007
Education
Dickinson College 1994 — 1998
BA, History
The Vanguard Group 1998 - 2007
Education
Dickinson College 1994 — 1998
BA, History
Kathy Love-Moore's The Vanguard Group Experience 1999 - 2002
Job Records Manager at Delaware River and Bay Authority
Industry Pharmaceuticals
Experience
Delaware River and Bay Authority July 2013 - Present
AstraZeneca Pharmaceuticals 2006 - Present
AstraZeneca Pharmaceuticals 2003 - 2005
Centocor (Johnson & Johnson) 2002 - 2003
Vanguard Group 2000 - 2002
The Vanguard Group 1999 - 2002
AstraMerck 1994 - 1996
Skills
Project Management, Management, Process Improvement, Knowledge Management, Training, Pharmaceutical Industry, Document Management, Cross-functional Team..., Competitive Analysis, Business Analysis, Requirements Analysis, Software Documentation, Records Management, Data Management, Analysis, Business Process..., Change Management, Competitive Intelligence, Governance, Enterprise Content..., Data Analysis, Taxonomy, Team Leadership
Education
Drexel University 1983 — 1985
MS, Library and Information Science
Drexel University 1977 — 1980
BS, Nutrition Science
Delaware River and Bay Authority July 2013 - Present
AstraZeneca Pharmaceuticals 2006 - Present
AstraZeneca Pharmaceuticals 2003 - 2005
Centocor (Johnson & Johnson) 2002 - 2003
Vanguard Group 2000 - 2002
The Vanguard Group 1999 - 2002
AstraMerck 1994 - 1996
Skills
Project Management, Management, Process Improvement, Knowledge Management, Training, Pharmaceutical Industry, Document Management, Cross-functional Team..., Competitive Analysis, Business Analysis, Requirements Analysis, Software Documentation, Records Management, Data Management, Analysis, Business Process..., Change Management, Competitive Intelligence, Governance, Enterprise Content..., Data Analysis, Taxonomy, Team Leadership
Education
Drexel University 1983 — 1985
MS, Library and Information Science
Drexel University 1977 — 1980
BS, Nutrition Science
Robert Holiday's The Vanguard Group Experience March 1998 - February 2001
Job Computer Software Professional
Industry Computer Software
Experience
Fiserv Lemans May 2001 - September 2005
The Vanguard Group March 1998 - February 2001
the vanguard group 1986 - 2001
The Vanguard Group February 1986 - November 1996
Education
Dickinson College 1970 — 1974
BA, Economics
Fiserv Lemans May 2001 - September 2005
The Vanguard Group March 1998 - February 2001
the vanguard group 1986 - 2001
The Vanguard Group February 1986 - November 1996
Education
Dickinson College 1970 — 1974
BA, Economics
Sam Atlee's The Vanguard Group Experience 1998 - 2008
Job Owner/Principal at Samuel Atlee Consulting
Industry Financial Services
Experience
Samuel Atlee Consulting August 2008 - Present
The Vanguard Group 1998 - 2008
Hull & Schulz Advertising 1994 - 1997
Time Magazine 1990 - 1993
asiian wall street journal 1980 - 1985
Skills
Thought Leadership, Advertising, Financial Services, Strategic Communications, Marketing Strategy, Editing, Mutual Funds, Marketing, Publishing, Web Content, Investments, Creative Writing, Direct Mail, Marketing Communications, Strategy
Education
University of Iowa 1975 — 1977
MFA, English/Creative Writing
Duke University 1969 — 1973
BA, English, Education
Lawrenceville
Lawrenceville
Lawrenceville
Samuel Atlee Consulting August 2008 - Present
The Vanguard Group 1998 - 2008
Hull & Schulz Advertising 1994 - 1997
Time Magazine 1990 - 1993
asiian wall street journal 1980 - 1985
Skills
Thought Leadership, Advertising, Financial Services, Strategic Communications, Marketing Strategy, Editing, Mutual Funds, Marketing, Publishing, Web Content, Investments, Creative Writing, Direct Mail, Marketing Communications, Strategy
Education
University of Iowa 1975 — 1977
MFA, English/Creative Writing
Duke University 1969 — 1973
BA, English, Education
Lawrenceville
Lawrenceville
Lawrenceville
Bhavik Vaidya's The Vanguard Group Experience April 2010 - May 2015
Job Systems Engineer at The Vanguard Group
Industry Information Technology and Services
Experience
Vanguard May 2015 - Present
The Vanguard Group April 2010 - May 2015
The Vanguard Group August 2005 - April 2010
Skills
SharePoint, Sybase, Access, VBScript, Process Improvement, Networking, Security, MS Project, Project Management, Data Analysis, IT Management
Education
Pennsylvania State University-Great Valley Graduate Center 2009 — 2013
MSIS
Drexel University 2000 — 2005
Bachelor of Science (B.S.), Information Technology
Vanguard May 2015 - Present
The Vanguard Group April 2010 - May 2015
The Vanguard Group August 2005 - April 2010
Skills
SharePoint, Sybase, Access, VBScript, Process Improvement, Networking, Security, MS Project, Project Management, Data Analysis, IT Management
Education
Pennsylvania State University-Great Valley Graduate Center 2009 — 2013
MSIS
Drexel University 2000 — 2005
Bachelor of Science (B.S.), Information Technology
Waihan Li's The Vanguard Group Experience July 2007 - December 2010
Job Advertising Production Manager at Vanguard
Industry Marketing and Advertising
Experience
Vanguard December 2014 - Present
Vanguard December 2010 - December 2014
The Vanguard Group July 2007 - December 2010
Vanguard December 2005 - June 2006
Vanguard October 2004 - December 2005
Skills
Advertising, Digital Marketing, Marketing Communications, Marketing Strategy, Relationship Management, Web Analytics, Customer Service, Microsoft Office, Photoshop, Microsoft Excel, Project Management, PowerPoint, Digital Media
Education
Drexel University 1999 — 2004
Bachelor of Science (BS), Marketing and International Business
Drexel University - LeBow College of Business 1999 — 2004
BS, Marketing and International Business
Vanguard December 2014 - Present
Vanguard December 2010 - December 2014
The Vanguard Group July 2007 - December 2010
Vanguard December 2005 - June 2006
Vanguard October 2004 - December 2005
Skills
Advertising, Digital Marketing, Marketing Communications, Marketing Strategy, Relationship Management, Web Analytics, Customer Service, Microsoft Office, Photoshop, Microsoft Excel, Project Management, PowerPoint, Digital Media
Education
Drexel University 1999 — 2004
Bachelor of Science (BS), Marketing and International Business
Drexel University - LeBow College of Business 1999 — 2004
BS, Marketing and International Business
Jenn Dimascio(McLane)'s The Vanguard Group Experience June 1995 - June 1997
Job Process Manager at Merck & Co
Industry Pharmaceuticals
Experience
YMCA of Philadelphia & Vicinity February 2011 - Present
Merck & Co November 2006 - Present
ADP November 1997 - June 1999
The Vanguard Group June 1995 - June 1997
Skills
Personal Trainer, NASM - PES (Performance..., ACE - Certified...
Education
Drexel University 1990 — 1995
Bachelors of Science in Commerce and Engineering, Operations Management
YMCA of Philadelphia & Vicinity February 2011 - Present
Merck & Co November 2006 - Present
ADP November 1997 - June 1999
The Vanguard Group June 1995 - June 1997
Skills
Personal Trainer, NASM - PES (Performance..., ACE - Certified...
Education
Drexel University 1990 — 1995
Bachelors of Science in Commerce and Engineering, Operations Management
Rich Ruggiero, PMP's The Vanguard Group Experience March 1999 - March 2006
Job President, R&D at Innovative Vending Solutions, llc
Industry Information Technology and Services
Experience
Innovative Vending Solutions, llc September 2013 - Present
Innovative Vending Solutions, llc February 2013 - Present
CDI Corporation October 2010 - January 2013
MRINetwork March 2010 - October 2010
CDI Corporation March 2006 - October 2009
The Vanguard Group March 1999 - March 2006
Lockheed Martin September 1984 - March 1999
Skills
Software Project..., PMP, SDLC, Program Management, Vendor Management, Requirements Analysis, Process Improvement, Project Management, Business Analysis, IT Strategy, Resource Management, Microsoft Office, Exchange Migration to..., Business Process..., Integration, Software Development, Outsourcing, Project Planning, Business Intelligence, Management, PMO, Change Management, SharePoint, IT Management, Quality Assurance, Software Documentation, Project Delivery, Process Engineering, Project Portfolio..., Information Technology
Education
University of Pennsylvania 1993 — 1999
MS, Organizational Dynamics
Drexel University 1976 — 1987
BS, Computer Science
Widener University 1978 — 1980
Innovative Vending Solutions, llc September 2013 - Present
Innovative Vending Solutions, llc February 2013 - Present
CDI Corporation October 2010 - January 2013
MRINetwork March 2010 - October 2010
CDI Corporation March 2006 - October 2009
The Vanguard Group March 1999 - March 2006
Lockheed Martin September 1984 - March 1999
Skills
Software Project..., PMP, SDLC, Program Management, Vendor Management, Requirements Analysis, Process Improvement, Project Management, Business Analysis, IT Strategy, Resource Management, Microsoft Office, Exchange Migration to..., Business Process..., Integration, Software Development, Outsourcing, Project Planning, Business Intelligence, Management, PMO, Change Management, SharePoint, IT Management, Quality Assurance, Software Documentation, Project Delivery, Process Engineering, Project Portfolio..., Information Technology
Education
University of Pennsylvania 1993 — 1999
MS, Organizational Dynamics
Drexel University 1976 — 1987
BS, Computer Science
Widener University 1978 — 1980
Rekha Nampoothiry's The Vanguard Group Experience 1999 - 2000
Job GUI Lead at Fidelity National Financial
Industry Information Services
Experience
Fidelity Information systems October 2001 - Present
Fidelity National Financial January 2000 - Present
The Vanguard Group 1999 - 2000
Broadway & Seymour 1999 - 2000
Skills
JavaScript, Web Services, SDLC, Agile Methodologies, XML, Requirements Analysis, Microsoft SQL Server, SQL, Software Development, Software Project..., CRM, Java, Oracle
Education
Dharmsinh Desai Institute of Technology 1996 — 1999
Computer Science
Fidelity Information systems October 2001 - Present
Fidelity National Financial January 2000 - Present
The Vanguard Group 1999 - 2000
Broadway & Seymour 1999 - 2000
Skills
JavaScript, Web Services, SDLC, Agile Methodologies, XML, Requirements Analysis, Microsoft SQL Server, SQL, Software Development, Software Project..., CRM, Java, Oracle
Education
Dharmsinh Desai Institute of Technology 1996 — 1999
Computer Science
Janet Luxton's The Vanguard Group Experience July 2014 - Present
Job Senior ERISA Consultant at The Vanguard Group
Industry Law Practice
Experience
The Vanguard Group July 2014 - Present
The Vanguard Group December 2007 - June 2014
Mercer 1999 - 2007
Skills
ERISA, Defined Benefit, Pensions, 401k, Profit Sharing, Legal Compliance, Employee Benefits, Securities, Retirement, Pension Funds, Benefits Administration, Financial Services, Mutual Funds
Education
The Dickinson School of Law 1996 — 1999
Doctor of Law (J.D.)
Suffolk University
Bachelor of Arts (B.A.)
The Vanguard Group July 2014 - Present
The Vanguard Group December 2007 - June 2014
Mercer 1999 - 2007
Skills
ERISA, Defined Benefit, Pensions, 401k, Profit Sharing, Legal Compliance, Employee Benefits, Securities, Retirement, Pension Funds, Benefits Administration, Financial Services, Mutual Funds
Education
The Dickinson School of Law 1996 — 1999
Doctor of Law (J.D.)
Suffolk University
Bachelor of Arts (B.A.)
Chris Shelton's The Vanguard Group Experience January 1997 - April 2000
Job Manager, Financial Services at The Prudential Insurance Company of America
Industry Financial Services
Experience
The Prudential Insurance Company of America October 2010 - Present
Primerica Financial Services January 2007 - November 2010
COMPUTER SCIENCE CORPORATION February 2003 - January 2007
Motorola, Inc April 2000 - January 2003
THE VANGUARD GROUP January 1997 - April 2000
United States Air Force April 1986 - April 1996
Education
DeVry University
Bachelor of Science, Technical Management
The Prudential Insurance Company of America October 2010 - Present
Primerica Financial Services January 2007 - November 2010
COMPUTER SCIENCE CORPORATION February 2003 - January 2007
Motorola, Inc April 2000 - January 2003
THE VANGUARD GROUP January 1997 - April 2000
United States Air Force April 1986 - April 1996
Education
DeVry University
Bachelor of Science, Technical Management
Taube Becker's The Vanguard Group Experience August 2000 - Present
Job Systems Engineer the Vanguard Group
Industry Investment Management
Experience
The Vanguard Group August 2000 - Present
Reliance Surety November 1997 - August 2000
Conrail June 1974 - January 1997
Education
The Chubb Institute 1997 — 1997
Network Engineering
Drexel University
BS, Business Administration
The Vanguard Group August 2000 - Present
Reliance Surety November 1997 - August 2000
Conrail June 1974 - January 1997
Education
The Chubb Institute 1997 — 1997
Network Engineering
Drexel University
BS, Business Administration
Ashley Sligh's The Vanguard Group Experience August 2001 - September 2008
Job Drexel MBA class of 2016 & Investment Systems Developer at DuPont Capital Management
Industry Financial Services
Experience
DuPont Capital Management July 2012 - Present
Susquehanna International Group September 2009 - June 2012
Susquehanna International Group September 2008 - October 2009
The Vanguard Group August 2001 - September 2008
Skills
Technical Project..., Visual Studio, C#, ASP.NET, ASP.NET AJAX, VB.NET, Visual Basic, Web Development, Console Applications, JavaScript, LINQ, jQuery, VBA, XML, CSS, Oracle, Oracle SQL Developer, PL/SQL, SQL, Microsoft SQL Server, Relational Databases, Financial Technology, Trading Systems, Private Equity Systems, Longview, Eagle PACE, Datastage, Appworx, Secure FTP, Active Directory..., Software Architectural..., SourceGear Vault, Ad Hoc Reporting, Time Reporting, Expense Reports, Crystal Reports, P&L Analysis, Business Analytics, Trade Compliance, Software Project..., Agile Methodologies, Business Analysis, Process Improvement, SDLC, Collaborative Problem..., Rapid Prototyping, Creative Solutions, Skilled Multi-tasker
Education
Drexel University - College of Business and Administration 2013 — 2015
Master of Business Administration (MBA), Finance and Financial Management Services
Pennsylvania State University-Great Valley Graduate Center 2006 — 2008
MS, Software Engineering, Summa Cum Laude
Pennsylvania State University-Great Valley Graduate Center 2003 — 2006
MS, Information Science, Summa Cum Laude
Virginia Polytechnic Institute and State University - Pamplin College of Business 2000 — 2001
BS, Management Science and Information Technology, Cum Laude
Virginia Polytechnic Institute and State University - Pamplin College of Business 1998 — 2000
BS, Finance, Magna Cum Laude
Central Virginia Community College 1994 — 1997
AAS, Science, Magna Cum Laude
Central Virginia Community College 1994 — 1997
AAS, Business, Magna Cum Laude
Central Virginia Community College 1994 — 1997
AAS, Education, Magna Cum Laude
DuPont Capital Management July 2012 - Present
Susquehanna International Group September 2009 - June 2012
Susquehanna International Group September 2008 - October 2009
The Vanguard Group August 2001 - September 2008
Skills
Technical Project..., Visual Studio, C#, ASP.NET, ASP.NET AJAX, VB.NET, Visual Basic, Web Development, Console Applications, JavaScript, LINQ, jQuery, VBA, XML, CSS, Oracle, Oracle SQL Developer, PL/SQL, SQL, Microsoft SQL Server, Relational Databases, Financial Technology, Trading Systems, Private Equity Systems, Longview, Eagle PACE, Datastage, Appworx, Secure FTP, Active Directory..., Software Architectural..., SourceGear Vault, Ad Hoc Reporting, Time Reporting, Expense Reports, Crystal Reports, P&L Analysis, Business Analytics, Trade Compliance, Software Project..., Agile Methodologies, Business Analysis, Process Improvement, SDLC, Collaborative Problem..., Rapid Prototyping, Creative Solutions, Skilled Multi-tasker
Education
Drexel University - College of Business and Administration 2013 — 2015
Master of Business Administration (MBA), Finance and Financial Management Services
Pennsylvania State University-Great Valley Graduate Center 2006 — 2008
MS, Software Engineering, Summa Cum Laude
Pennsylvania State University-Great Valley Graduate Center 2003 — 2006
MS, Information Science, Summa Cum Laude
Virginia Polytechnic Institute and State University - Pamplin College of Business 2000 — 2001
BS, Management Science and Information Technology, Cum Laude
Virginia Polytechnic Institute and State University - Pamplin College of Business 1998 — 2000
BS, Finance, Magna Cum Laude
Central Virginia Community College 1994 — 1997
AAS, Science, Magna Cum Laude
Central Virginia Community College 1994 — 1997
AAS, Business, Magna Cum Laude
Central Virginia Community College 1994 — 1997
AAS, Education, Magna Cum Laude
Daniel Nilan's The Vanguard Group Experience December 1999 - Present
Job Senior Manager Data Center Services
Industry Financial Services
Experience
The Vanguard Group December 1999 - Present
Consolidated Rail Corporation December 1980 - December 1999
Education
Drexel University 1986 — 1989
MBA, Information Technology
Villanova University 1976 — 1980
BA, Psychology
Penn State University 1994 — 1994
Penn State Executive Program
The Vanguard Group December 1999 - Present
Consolidated Rail Corporation December 1980 - December 1999
Education
Drexel University 1986 — 1989
MBA, Information Technology
Villanova University 1976 — 1980
BA, Psychology
Penn State University 1994 — 1994
Penn State Executive Program
Tony Bowen's The Vanguard Group Experience 2000 - 2007
Job Learning Manager, Iron Mountain Learning & Talent Solutions
Industry Professional Training & Coaching
Experience
Iron Mountain April 2009 - Present
Caesars Entertainment Corporation February 2007 - February 2009
The Vanguard Group 2000 - 2007
Education
Drexel University 1996 — 1998
Masters, Training & OD
Rutgers University-New Brunswick 1992 — 1996
B.A., Psychology (Biology Minor)
Iron Mountain April 2009 - Present
Caesars Entertainment Corporation February 2007 - February 2009
The Vanguard Group 2000 - 2007
Education
Drexel University 1996 — 1998
Masters, Training & OD
Rutgers University-New Brunswick 1992 — 1996
B.A., Psychology (Biology Minor)
Stephen Steenkamer's The Vanguard Group Experience January 2015 - Present
Job Financial Writer at Vanguard
Industry Investment Management
Experience
The Vanguard Group January 2015 - Present
Stephen Steenkamer November 2014 - December 2014
Aberdeen Asset Management Inc. January 2014 - October 2014
Wilmington Trust Corp. / M&T Bank Corp. August 2005 - January 2014
Brandywine Global Investment Management April 2004 - July 2005
The Vanguard Group November 1995 - March 2004
Daily Local News April 1993 - November 1995
Skills
Investments, Mutual Funds, Alternative Investments, Asset Management, Investment Management, Financial Services, Investment Strategies, Corporate Communications, Wealth Management, Portfolio Management, Asset Allocation, Equities, Hedge Funds, Marketing Communications, Relationship Management, Asset Managment, Investment writing &..., Mutual fund advertising..., Finance
Education
Drexel University 1996 — 1999
Master of Science (MS), Finance
University of Delaware 1987 — 1992
Bachelor of Science (BS), Business Administration
The Vanguard Group January 2015 - Present
Stephen Steenkamer November 2014 - December 2014
Aberdeen Asset Management Inc. January 2014 - October 2014
Wilmington Trust Corp. / M&T Bank Corp. August 2005 - January 2014
Brandywine Global Investment Management April 2004 - July 2005
The Vanguard Group November 1995 - March 2004
Daily Local News April 1993 - November 1995
Skills
Investments, Mutual Funds, Alternative Investments, Asset Management, Investment Management, Financial Services, Investment Strategies, Corporate Communications, Wealth Management, Portfolio Management, Asset Allocation, Equities, Hedge Funds, Marketing Communications, Relationship Management, Asset Managment, Investment writing &..., Mutual fund advertising..., Finance
Education
Drexel University 1996 — 1999
Master of Science (MS), Finance
University of Delaware 1987 — 1992
Bachelor of Science (BS), Business Administration
Jason Botzler's The Vanguard Group Experience November 2013 - Present
Job Senior Manager at Vanguard
Industry Financial Services
Experience
The Vanguard Group November 2013 - Present
The Vanguard Group May 2011 - November 2013
The Vanguard Group June 2009 - December 2011
The Vanguard Group July 2007 - June 2009
The Vanguard Group June 2006 - August 2006
SEI Investments June 2004 - August 2004
Skills
Financial Modeling, Business Planning, People Management
Education
Drexel University 2007 — 2013
Master of Business Administration (MBA)
Drexel University 2007 — 2011
Masters of Science, Finance
Villanova University 2003 — 2007
Bachelors of Science, Finance, Economics
The Vanguard Group November 2013 - Present
The Vanguard Group May 2011 - November 2013
The Vanguard Group June 2009 - December 2011
The Vanguard Group July 2007 - June 2009
The Vanguard Group June 2006 - August 2006
SEI Investments June 2004 - August 2004
Skills
Financial Modeling, Business Planning, People Management
Education
Drexel University 2007 — 2013
Master of Business Administration (MBA)
Drexel University 2007 — 2011
Masters of Science, Finance
Villanova University 2003 — 2007
Bachelors of Science, Finance, Economics
Rich Petruzzo, CFA's The Vanguard Group Experience September 2004 - September 2012
Job Senior Fixed Income Trader SunTrust Bank
Industry Investment Management
Experience
SunTrust July 2014 - Present
Janney Montgomery Scott LLC September 2012 - December 2013
The Vanguard Group September 2004 - September 2012
Skills
Bonds, Series 7, Series 52, Series 63, Securities, Financial Analysis
Education
Drexel University 1999 — 2004
B.S., Finance
SunTrust July 2014 - Present
Janney Montgomery Scott LLC September 2012 - December 2013
The Vanguard Group September 2004 - September 2012
Skills
Bonds, Series 7, Series 52, Series 63, Securities, Financial Analysis
Education
Drexel University 1999 — 2004
B.S., Finance
Paul Bartman's The Vanguard Group Experience April 2001 - May 2012
Job Scrum Master at AMTdirect
Industry Financial Services
Experience
AMTdirect January 2014 - Present
Coca-Cola Bottling Co. Consolidated May 2012 - Present
The Vanguard Group April 2001 - May 2012
Wells Fargo April 1998 - March 2001
Kraft Foods June 1990 - March 1998
Skills
Agile Methodologies
Education
DePaul University 1993 — 1995
Master's degree, Finance and Financial Management Services
Northern Illinois University 1984 — 1986
Bachelor's degree, Computer Science
AMTdirect January 2014 - Present
Coca-Cola Bottling Co. Consolidated May 2012 - Present
The Vanguard Group April 2001 - May 2012
Wells Fargo April 1998 - March 2001
Kraft Foods June 1990 - March 1998
Skills
Agile Methodologies
Education
DePaul University 1993 — 1995
Master's degree, Finance and Financial Management Services
Northern Illinois University 1984 — 1986
Bachelor's degree, Computer Science
Patricia A Bower's The Vanguard Group Experience August 2008 - October 2010
Job Supervisor at Vanguard
Industry Financial Services
Experience
Vanguard September 2013 - Present
Vanguard September 2011 - September 2013
Vanguard September 2010 - September 2011
The Vanguard Group August 2008 - October 2010
Wendy's/Arby's Group, Inc. May 2002 - May 2008
Wittenberg University 2007 - 2008
Wittenberg University August 2007 - December 2007
Local Government Management Internship May 2007 - August 2007
Wittenberg University February 2005 - May 2007
Skills
Leadership, Finance, Analysis, Portfolio Management, Team Leadership, CRM, Management, Financial Analysis, PowerPoint
Education
DeSales University 2011 — 2014
Master of Business Adminstration, Finance
Wittenberg University 2004 — 2008
BA, Business
Vanguard September 2013 - Present
Vanguard September 2011 - September 2013
Vanguard September 2010 - September 2011
The Vanguard Group August 2008 - October 2010
Wendy's/Arby's Group, Inc. May 2002 - May 2008
Wittenberg University 2007 - 2008
Wittenberg University August 2007 - December 2007
Local Government Management Internship May 2007 - August 2007
Wittenberg University February 2005 - May 2007
Skills
Leadership, Finance, Analysis, Portfolio Management, Team Leadership, CRM, Management, Financial Analysis, PowerPoint
Education
DeSales University 2011 — 2014
Master of Business Adminstration, Finance
Wittenberg University 2004 — 2008
BA, Business
Steven Senh's The Vanguard Group Experience 1998 - 2000
Job Configuration Management at UnitedHealth Group
Industry Information Technology and Services
Experience
UnitedHealth Group July 2012 - Present
UnitedHealth Group February 2005 - June 2012
Fiberlink April 2003 - January 2005
Serena Software 2000 - 2003
The Vanguard Group 1998 - 2000
Manugistics 1997 - 1999
JP Morgan 1994 - 1997
Skills
Unix, Configuration Management, SDLC, IT Operations, Integration, Software Development, Requirements Analysis, Software Project..., Release Management, Data Warehousing, SharePoint, Visio, Enterprise Architecture, Vendor Management, Business Process
Education
Drexel University 1989 — 1994
Bachelors, MIS and Finance
UnitedHealth Group July 2012 - Present
UnitedHealth Group February 2005 - June 2012
Fiberlink April 2003 - January 2005
Serena Software 2000 - 2003
The Vanguard Group 1998 - 2000
Manugistics 1997 - 1999
JP Morgan 1994 - 1997
Skills
Unix, Configuration Management, SDLC, IT Operations, Integration, Software Development, Requirements Analysis, Software Project..., Release Management, Data Warehousing, SharePoint, Visio, Enterprise Architecture, Vendor Management, Business Process
Education
Drexel University 1989 — 1994
Bachelors, MIS and Finance
Neil Carlsen's The Vanguard Group Experience 1997 - 2005
Job Account Executive at First Advantage
Industry Human Resources
Experience
First Advantage 2010 - Present
First Consumer Debt Consolidation August 2006 - September 2010
Anne Penman Laser Therapy 2005 - 2006
The Vanguard Group 1997 - 2005
Education
Drexel University 2003 — 2005
MBA Coursework
University of Maryland College Park
Bachelor of Arts (BA), English
First Advantage 2010 - Present
First Consumer Debt Consolidation August 2006 - September 2010
Anne Penman Laser Therapy 2005 - 2006
The Vanguard Group 1997 - 2005
Education
Drexel University 2003 — 2005
MBA Coursework
University of Maryland College Park
Bachelor of Arts (BA), English
Marc Mugler's The Vanguard Group Experience February 1991 - March 1995
Job Banking Center Manager at Cape Bank of NJ
Industry Law Enforcement
Experience
Cape Bank of NJ October 2014 - Present
Professional Capital Services June 2013 - April 2014
Bank of America August 2011 - November 2012
Lansdowne Police May 2002 - August 2011
Brookhaven Police April 1998 - May 2002
Merrill Lynch March 1995 - September 1999
The Vanguard Group February 1991 - March 1995
Skills
Enforcement, Police, Patrol, Security, Program Management, Investments, Financial Services, Retirement Planning, Customer Service, Time Management, CRM, Loans, Criminal Investigations, Community Policing, Private Investigations, Leadership, Management, Sales, Public Speaking, Training, Protection, Credit Cards, Coaching, Team Management
Education
Delaware County Police Academy 1997 — 1998
PA Act 120 Municipal Police Certification., Patrol, Firearms, Investigations, Community Policing, Traffic and Narcotic Enforcement
Drexel University - LeBow College of Business 1984 — 1989
Bachelor's, Finance/Management
Malvern Prep 1978 — 1984
Cape Bank of NJ October 2014 - Present
Professional Capital Services June 2013 - April 2014
Bank of America August 2011 - November 2012
Lansdowne Police May 2002 - August 2011
Brookhaven Police April 1998 - May 2002
Merrill Lynch March 1995 - September 1999
The Vanguard Group February 1991 - March 1995
Skills
Enforcement, Police, Patrol, Security, Program Management, Investments, Financial Services, Retirement Planning, Customer Service, Time Management, CRM, Loans, Criminal Investigations, Community Policing, Private Investigations, Leadership, Management, Sales, Public Speaking, Training, Protection, Credit Cards, Coaching, Team Management
Education
Delaware County Police Academy 1997 — 1998
PA Act 120 Municipal Police Certification., Patrol, Firearms, Investigations, Community Policing, Traffic and Narcotic Enforcement
Drexel University - LeBow College of Business 1984 — 1989
Bachelor's, Finance/Management
Malvern Prep 1978 — 1984
Yue-Chung Siu's The Vanguard Group Experience March 2011 - Present
Job High Net Worth Client Service Representative at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group March 2011 - Present
First Investors Corporation January 2010 - March 2011
Skills
Mutual Funds, Series 63, Financial Services, Series 6, Financial Analysis, Series 7, Asset Allocation, Investments, Retirement Planning
Education
Drexel University 2004 — 2009
Busn. Admin., Finance
The Vanguard Group March 2011 - Present
First Investors Corporation January 2010 - March 2011
Skills
Mutual Funds, Series 63, Financial Services, Series 6, Financial Analysis, Series 7, Asset Allocation, Investments, Retirement Planning
Education
Drexel University 2004 — 2009
Busn. Admin., Finance
Nesibe Betul Unal's The Vanguard Group Experience August 2011 - September 2013
Job Fund Financial Analyst at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group August 2011 - September 2013
Education
Drexel University - College of Business and Administration 2006 — 2011
Bachelor of Science (B.S.), Accounting and Finance, GPA:3.78
The Vanguard Group August 2011 - September 2013
Education
Drexel University - College of Business and Administration 2006 — 2011
Bachelor of Science (B.S.), Accounting and Finance, GPA:3.78
Rachel Arthur's The Vanguard Group Experience June 2011 - Present
Job Experienced Financial Associate at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group June 2011 - Present
Vanguard April 2008 - June 2011
Education
Drexel University - LeBow College of Business 2009 — 2011
Masters in Business Administration, Finance
Edinboro University of Pennsylvania 2003 — 2007
Business Administration, Finance
The Vanguard Group June 2011 - Present
Vanguard April 2008 - June 2011
Education
Drexel University - LeBow College of Business 2009 — 2011
Masters in Business Administration, Finance
Edinboro University of Pennsylvania 2003 — 2007
Business Administration, Finance
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments