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
LibertyGrace Sargent LibertyGrace Sargent's The Vanguard Group Experience January 1999 - August 2002
Job Licensed and Bonded Claims Representative at Metro Public Adjustment, Inc.
Industry Consumer Services
Experience
Rees Scientific April 2013 - Present
Melaleuca December 2008 - Present
Metro Public Adjustment, Inc. January 2013 - Present
First United Methodist Church of Hightstown January 2012 - Present
Office Team January 2013 - March 2013
InterFace, Inc. July 2012 - August 2012
The Vanguard Group January 1999 - August 2002
Education
Eastern University 1998 — 2002
Bachelor of Arts (B.A.), Organizational Management, 3.8
Rees Scientific April 2013 - Present
Melaleuca December 2008 - Present
Metro Public Adjustment, Inc. January 2013 - Present
First United Methodist Church of Hightstown January 2012 - Present
Office Team January 2013 - March 2013
InterFace, Inc. July 2012 - August 2012
The Vanguard Group January 1999 - August 2002
Education
Eastern University 1998 — 2002
Bachelor of Arts (B.A.), Organizational Management, 3.8
Dina Gardner Dina Gardner's The Vanguard Group Experience June 2000 - July 2001
Job Actor SAGAFTRA, Marketing, Advertising
Industry Entertainment
Experience
Self-employed January 2001 - Present
Halpern Eyecare October 2013 - April 2014
Farmers Insurance July 2013 - October 2013
Lens Crafters July 2001 - July 2013
John Wanamaker July 2000 - July 2005
The Vanguard Group June 2000 - July 2001
Mellon Bank, later sold to Citibank June 1995 - July 2000
Chase Manhattan Bank January 1988 - June 1994
Skills
Acting, Theatre, Film, Stage, Entertainment, Comedy, Improvisation, Feature Films, Voice Acting, Commercials, Creative Writing, Photography, Drama, Performing Arts, Voice Over, Directing
Education
Elizabethetown College
Bachelor of Arts (BA) in Communications, Video production/ PR
Elizabethtown College
Bachelor of Arts (BA)
Self-employed January 2001 - Present
Halpern Eyecare October 2013 - April 2014
Farmers Insurance July 2013 - October 2013
Lens Crafters July 2001 - July 2013
John Wanamaker July 2000 - July 2005
The Vanguard Group June 2000 - July 2001
Mellon Bank, later sold to Citibank June 1995 - July 2000
Chase Manhattan Bank January 1988 - June 1994
Skills
Acting, Theatre, Film, Stage, Entertainment, Comedy, Improvisation, Feature Films, Voice Acting, Commercials, Creative Writing, Photography, Drama, Performing Arts, Voice Over, Directing
Education
Elizabethetown College
Bachelor of Arts (BA) in Communications, Video production/ PR
Elizabethtown College
Bachelor of Arts (BA)
Cam Elder's The Vanguard Group Experience July 2007 - Present
Job Client Representative at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group July 2007 - Present
Skills
Investments, Sales, Strategy, Banking, Finance, Financial Analysis, Financial Services, Leadership, Risk Management, Portfolio Management, Analysis, Business Analysis, Series 63
Education
Eastern New Mexico University 1998 — 2004
The Vanguard Group July 2007 - Present
Skills
Investments, Sales, Strategy, Banking, Finance, Financial Analysis, Financial Services, Leadership, Risk Management, Portfolio Management, Analysis, Business Analysis, Series 63
Education
Eastern New Mexico University 1998 — 2004
Walton K. Martin, CCEP Walton K. Martin, CCEP's The Vanguard Group Experience September 1997 - October 2000
Job Dad, Problem Solver, Customer Service Maniac
Industry Management Consulting
Experience
CollegeNET September 2014 - Present
ACCED-I March 2013 - Present
Rowan University May 2007 - September 2014
ACCED-I March 2011 - March 2013
ACCED-I March 2009 - March 2013
Boy Scouts of America - Southern New Jersey Council March 2004 - May 2007
The University of Scranton 2003 - 2004
Eastern University October 2000 - July 2002
The Vanguard Group September 1997 - October 2000
Skills
Event Management, Customer Service, Event Planning, Nonprofits, Team Building, Student Affairs, Budgets, Higher Education, Social Media, Public Relations, Leadership, Program Management, Non-profits, Project Planning, Public Speaking, Organizational..., Leadership Development, Events, Program Development, Team Leadership, Management, Marketing, Time Management, Customer Satisfaction, Editing, Project Management, Problem Solving, Social Networking, Process Scheduler, Strategic Planning, Community Outreach, Social Media Marketing, Mentoring, Sales, Teaching, Volunteer Management, Analysis, Contract Negotiation, Staff Development, Scheduling, Organizational..., Business Development, Fundraising, Administration, Training, Master Scheduling
Education
Eastern University 2001 — 2003
MBA, Management
Villanova University 1993 — 1997
BS, Business Administration - Management
CollegeNET September 2014 - Present
ACCED-I March 2013 - Present
Rowan University May 2007 - September 2014
ACCED-I March 2011 - March 2013
ACCED-I March 2009 - March 2013
Boy Scouts of America - Southern New Jersey Council March 2004 - May 2007
The University of Scranton 2003 - 2004
Eastern University October 2000 - July 2002
The Vanguard Group September 1997 - October 2000
Skills
Event Management, Customer Service, Event Planning, Nonprofits, Team Building, Student Affairs, Budgets, Higher Education, Social Media, Public Relations, Leadership, Program Management, Non-profits, Project Planning, Public Speaking, Organizational..., Leadership Development, Events, Program Development, Team Leadership, Management, Marketing, Time Management, Customer Satisfaction, Editing, Project Management, Problem Solving, Social Networking, Process Scheduler, Strategic Planning, Community Outreach, Social Media Marketing, Mentoring, Sales, Teaching, Volunteer Management, Analysis, Contract Negotiation, Staff Development, Scheduling, Organizational..., Business Development, Fundraising, Administration, Training, Master Scheduling
Education
Eastern University 2001 — 2003
MBA, Management
Villanova University 1993 — 1997
BS, Business Administration - Management
Lenore Floyd Lenore Floyd's The Vanguard Group Experience 1996 - 2001
Job
Industry Facilities Services
Experience
Domestic Uniform May 2014 - May 2015
Otis Elevator Company June 2010 - July 2013
Liberty Mutual March 2006 - February 2009
Independence Blue Cross 2002 - 2005
The Vanguard Group 1996 - 2001
Education
Eastern University 2004 — 2006
MBA, Management
Temple University 1995 — 2000
Masters, Mass Communication
Benedict College 1991 — 1995
Bachelors, Media Arts
Domestic Uniform May 2014 - May 2015
Otis Elevator Company June 2010 - July 2013
Liberty Mutual March 2006 - February 2009
Independence Blue Cross 2002 - 2005
The Vanguard Group 1996 - 2001
Education
Eastern University 2004 — 2006
MBA, Management
Temple University 1995 — 2000
Masters, Mass Communication
Benedict College 1991 — 1995
Bachelors, Media Arts
Philip Trusela Philip Trusela's The Vanguard Group Experience October 2000 - December 2002
Job Art Director / Producer
Industry Entertainment
Experience
Freelance at www.philiptrusela.com July 2013 - Present
Freelance Entertainment Television October 2010 - June 2013
Freelance August 2004 - June 2010
Em Productions August 2003 - December 2004
The Vanguard Group October 2000 - December 2002
Skills
Art Direction, Art, Film, Television, Video, Entertainment, Fashion, Graphics, Photoshop, Storyboarding, Film Production, Creative Direction, Mac, Photography, Video Production, Graphic Design, Adobe Creative Suite, Illustrator
Education
Fashion Institute of Design & Merchandising 2002 — 2004
A.A., Visual Communications
Freelance at www.philiptrusela.com July 2013 - Present
Freelance Entertainment Television October 2010 - June 2013
Freelance August 2004 - June 2010
Em Productions August 2003 - December 2004
The Vanguard Group October 2000 - December 2002
Skills
Art Direction, Art, Film, Television, Video, Entertainment, Fashion, Graphics, Photoshop, Storyboarding, Film Production, Creative Direction, Mac, Photography, Video Production, Graphic Design, Adobe Creative Suite, Illustrator
Education
Fashion Institute of Design & Merchandising 2002 — 2004
A.A., Visual Communications
Steve Sipe Steve Sipe's The Vanguard Group Experience February 2001 - November 2011
Job Systems Architect at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo October 2013 - Present
CapTech June 2012 - October 2013
The Vanguard Group February 2001 - November 2011
GE 1995 - 1997
American Express 1989 - 1995
Skills
Certified Scrum Master, SDLC, Scrum, Software Project..., Requirements Gathering, Agile Methodologies, Software Development, Java, XML, Unix, SQL, Web Services
Education
East Carolina University 1980 — 1985
BA, Computer Science
Wells Fargo October 2013 - Present
CapTech June 2012 - October 2013
The Vanguard Group February 2001 - November 2011
GE 1995 - 1997
American Express 1989 - 1995
Skills
Certified Scrum Master, SDLC, Scrum, Software Project..., Requirements Gathering, Agile Methodologies, Software Development, Java, XML, Unix, SQL, Web Services
Education
East Carolina University 1980 — 1985
BA, Computer Science
Jeffrey Ortega's The Vanguard Group Experience March 2012 - August 2013
Job Registered Client Service Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2014 - Present
TD Ameritrade Institutional August 2013 - February 2014
The Vanguard Group March 2012 - August 2013
Vanguard May 2011 - February 2012
Vanguard September 2008 - April 2011
Vanguard January 2008 - August 2008
Wells Fargo July 2007 - December 2007
Skills
Series 7, Series 63, Series 6, Equities, Microsoft Excel, Microsoft Office, Financial Analysis, Project Management, Customer Service, PowerPoint, Microsoft Word, Strategic Planning, Risk Management, Investments, Banking, Business Analysis, Strategic Financial..., Negotiation, Budgets, Business Strategy, Asset Allocation, Retirement, Financial Services, Financial Planning
Education
New Mexico State University 2004 — 2007
Bachelor of Business Administration (BBA), Finance and International Business, 3.25
Eastern New Mexico University 2002 — 2003
Charles Schwab March 2014 - Present
TD Ameritrade Institutional August 2013 - February 2014
The Vanguard Group March 2012 - August 2013
Vanguard May 2011 - February 2012
Vanguard September 2008 - April 2011
Vanguard January 2008 - August 2008
Wells Fargo July 2007 - December 2007
Skills
Series 7, Series 63, Series 6, Equities, Microsoft Excel, Microsoft Office, Financial Analysis, Project Management, Customer Service, PowerPoint, Microsoft Word, Strategic Planning, Risk Management, Investments, Banking, Business Analysis, Strategic Financial..., Negotiation, Budgets, Business Strategy, Asset Allocation, Retirement, Financial Services, Financial Planning
Education
New Mexico State University 2004 — 2007
Bachelor of Business Administration (BBA), Finance and International Business, 3.25
Eastern New Mexico University 2002 — 2003
Darchelle Pierce Darchelle Pierce's The Vanguard Group Experience July 1993 - April 2003
Job Social Services Counselor/Mental Health Therapist/Adjunct Faculty
Industry Nonprofit Organization Management
Experience
Bethany Christian Services September 2014 - Present
ITT Technical Institute September 2014 - Present
NHS Human Services August 2014 - Present
Self-Employed August 2013 - August 2014
ChildFirst Services, Inc. January 2012 - August 2013
Office of Children & Youth April 2003 - October 2011
The Vanguard Group July 1993 - April 2003
Skills
Counseling, Documentation, Public Speaking, Customer Service, Microsoft Office, Program Facilitation, Research, Psychology, Cultural Diversity, Organizational Behavior, Teenagers, Advocacy, Social Services, Psychotherapy, Adolescents, Human Resources, Community Outreach, Coaching, Program Development, Software Documentation, Fundraising
Education
Lincoln University 2010 — 2012
Masters
Eastern University 1999 — 2001
B.A.
Bethany Christian Services September 2014 - Present
ITT Technical Institute September 2014 - Present
NHS Human Services August 2014 - Present
Self-Employed August 2013 - August 2014
ChildFirst Services, Inc. January 2012 - August 2013
Office of Children & Youth April 2003 - October 2011
The Vanguard Group July 1993 - April 2003
Skills
Counseling, Documentation, Public Speaking, Customer Service, Microsoft Office, Program Facilitation, Research, Psychology, Cultural Diversity, Organizational Behavior, Teenagers, Advocacy, Social Services, Psychotherapy, Adolescents, Human Resources, Community Outreach, Coaching, Program Development, Software Documentation, Fundraising
Education
Lincoln University 2010 — 2012
Masters
Eastern University 1999 — 2001
B.A.
Ruijin Qi Ruijin Qi's The Vanguard Group Experience February 1998 - November 1998
Job Sr. Principal Software Engineer at Oracle Corp
Industry Logistics and Supply Chain
Experience
Oracle Corp October 2005 - Present
G-Log (Global Logistics Technologies) April 2000 - October 2005
AnswerThink Consulting Group September 1999 - March 2001
FNX Limited November 1998 - August 1999
The Vanguard Group February 1998 - November 1998
FNX Limited November 1995 - January 1998
Skills
Distributed Systems, Java, Java Enterprise Edition, Algorithms, SQL, Object Oriented Design, Software Development, Statistics, Perl, PL/SQL, C, Architecture, Eclipse, Optimization, Relational Databases, J2EE, Parallel Computing, Database Design, Mathematical Modeling, Unix, Software Engineering, Performance Tuning
Education
University of Pennsylvania - The Wharton School 1989 — 1997
Ph.D., Operations and Information Management (OPIM)
Temple University 1988 — 1989
M.A., Computer and Information Sciences
Temple University - Fox School of Business and Management 1986 — 1988
M.S., Applied Statistics
Fudan University 1980 — 1984
B.S., Computer Science
Oracle Corp October 2005 - Present
G-Log (Global Logistics Technologies) April 2000 - October 2005
AnswerThink Consulting Group September 1999 - March 2001
FNX Limited November 1998 - August 1999
The Vanguard Group February 1998 - November 1998
FNX Limited November 1995 - January 1998
Skills
Distributed Systems, Java, Java Enterprise Edition, Algorithms, SQL, Object Oriented Design, Software Development, Statistics, Perl, PL/SQL, C, Architecture, Eclipse, Optimization, Relational Databases, J2EE, Parallel Computing, Database Design, Mathematical Modeling, Unix, Software Engineering, Performance Tuning
Education
University of Pennsylvania - The Wharton School 1989 — 1997
Ph.D., Operations and Information Management (OPIM)
Temple University 1988 — 1989
M.A., Computer and Information Sciences
Temple University - Fox School of Business and Management 1986 — 1988
M.S., Applied Statistics
Fudan University 1980 — 1984
B.S., Computer Science
Brian J. Woznicki, M.S. Brian J. Woznicki, M.S.'s The Vanguard Group Experience September 2000 - April 2007
Job Assistive Technology Research Analyst at Inglis Foundation
Industry Health, Wellness and Fitness
Experience
Inglis Foundation August 2011 - March 2014
Cradle of Liberty Council, Boy Scouts of America 2011 - 2013
Myself April 2007 - August 2011
The Vanguard Group September 2000 - April 2007
Consolidated Rail Corp. (CONRAIL) 1991 - 1999
MBF Center January 1986 - March 1989
Skills
Writing, Process Improvement, Problem Solving, Data Analysis, Data Interpretation, Database Design, Database Development, Relational Databases, Assistive Technology, Organizational Design, Organizational Change, Organizational..., Oral Communications, Problem Analysis, Creative Problem Solving, Storytelling, Storyboarding, Newsletters, Newsletter Writing, Biography, Coaching, Conflict Resolution, Negotiation, Social Networking, Organizational Learning, Organizational..., ADA, Advocacy, Databases, Mentoring, Team Building, Public Speaking, Microsoft Office, Teaching, Research, Technical Writing, Analysis, Non-profits, Visio, Change Management, Business Analysis, Program Management, Nonprofits, Software Documentation, Americans with..., Community Outreach, Leadership, Training, Organizational..., Proposal Writing
Education
University of Pennsylvania 1993 — 1997
M.S., Organizational Management
Eastern University 1974 — 1979
B.S., Business Administraion
Inglis Foundation August 2011 - March 2014
Cradle of Liberty Council, Boy Scouts of America 2011 - 2013
Myself April 2007 - August 2011
The Vanguard Group September 2000 - April 2007
Consolidated Rail Corp. (CONRAIL) 1991 - 1999
MBF Center January 1986 - March 1989
Skills
Writing, Process Improvement, Problem Solving, Data Analysis, Data Interpretation, Database Design, Database Development, Relational Databases, Assistive Technology, Organizational Design, Organizational Change, Organizational..., Oral Communications, Problem Analysis, Creative Problem Solving, Storytelling, Storyboarding, Newsletters, Newsletter Writing, Biography, Coaching, Conflict Resolution, Negotiation, Social Networking, Organizational Learning, Organizational..., ADA, Advocacy, Databases, Mentoring, Team Building, Public Speaking, Microsoft Office, Teaching, Research, Technical Writing, Analysis, Non-profits, Visio, Change Management, Business Analysis, Program Management, Nonprofits, Software Documentation, Americans with..., Community Outreach, Leadership, Training, Organizational..., Proposal Writing
Education
University of Pennsylvania 1993 — 1997
M.S., Organizational Management
Eastern University 1974 — 1979
B.S., Business Administraion
Li Zhu, Ph.D., CFA's The Vanguard Group Experience June 2004 - May 2009
Job Investment Analyst/Bond Strategist
Industry Financial Services
Experience
Fidelity Management and Research December 2010 - Present
Western Asset October 2009 - November 2010
The Vanguard Group June 2004 - May 2009
The Vanguard Group April 1999 - June 2004
GE Financial Assurance March 1998 - March 1999
Skills
Portfolio Management, Modeling, Fixed Income, Risk, Quantitative Modeling, Statistical Modeling, Financial Services, Financial Modeling, Analytics, Investments, Financial Risk, Strategy, Analysis, Equities, Mutual Funds, SAS, Bloomberg, Segmentation, Asset Management, Derivatives, Capital Markets
Education
University of Florida 1990 — 1995
Ph.D., Economics/Finance
East China Normal University
Fidelity Management and Research December 2010 - Present
Western Asset October 2009 - November 2010
The Vanguard Group June 2004 - May 2009
The Vanguard Group April 1999 - June 2004
GE Financial Assurance March 1998 - March 1999
Skills
Portfolio Management, Modeling, Fixed Income, Risk, Quantitative Modeling, Statistical Modeling, Financial Services, Financial Modeling, Analytics, Investments, Financial Risk, Strategy, Analysis, Equities, Mutual Funds, SAS, Bloomberg, Segmentation, Asset Management, Derivatives, Capital Markets
Education
University of Florida 1990 — 1995
Ph.D., Economics/Finance
East China Normal University
Vince Davis's The Vanguard Group Experience 2000 - 2001
Job VP, Sales at SF Group Ltd
Industry Financial Services
Experience
Student Funding Group, LLC / StuFund Marketing, LLC / SF Staffing Solutions January 2008 - Present
SF Group Ltd. January 2008 - Present
Weichert, Realtors 2013 - 2014
Sallie Mae 2004 - 2007
Wachovia Education Finance 2001 - 2003
The Vanguard Group 2000 - 2001
Merrill Lynch 1999 - 2000
Merrill Lynch 1997 - 1998
Bankers Trust 1995 - 1996
Smith Barney 1986 - 1995
Skills
Relationship Management
Education
Earlham College 1981 — 1985
BA, Economics/ Business Management
Brooklyn Friends School
Student Funding Group, LLC / StuFund Marketing, LLC / SF Staffing Solutions January 2008 - Present
SF Group Ltd. January 2008 - Present
Weichert, Realtors 2013 - 2014
Sallie Mae 2004 - 2007
Wachovia Education Finance 2001 - 2003
The Vanguard Group 2000 - 2001
Merrill Lynch 1999 - 2000
Merrill Lynch 1997 - 1998
Bankers Trust 1995 - 1996
Smith Barney 1986 - 1995
Skills
Relationship Management
Education
Earlham College 1981 — 1985
BA, Economics/ Business Management
Brooklyn Friends School
Michelle Buonanno Michelle Buonanno's The Vanguard Group Experience January 2009 - Present
Job Institutional Sales at Vanguard: Helping clients and advisors with investment and administrative solutions.
Industry Financial Services
Experience
The Vanguard Group January 2009 - Present
The Vanguard Group May 2005 - January 2008
The Vanguard Group May 2002 - May 2005
The Vanguard Group May 1998 - May 2002
Wells Fargo January 1994 - May 1998
Skills
Leadership, Management, Employee Benefits, Change Management, Finance, Human Resources, Leadership Development, Sales, Time Management, Relationship Management, Series 7, Client Services, Series 63, Retirement, Asset Management, Risk Management, Financial Analysis, Mutual Funds, Process Improvement, Portfolio Management
Education
Pennsylvania State University-Great Valley Graduate Center
Masters, Business Administration
Elizabethtown College
Bachelors, Business Administration and Psychology
Great Valley High School
The Vanguard Group January 2009 - Present
The Vanguard Group May 2005 - January 2008
The Vanguard Group May 2002 - May 2005
The Vanguard Group May 1998 - May 2002
Wells Fargo January 1994 - May 1998
Skills
Leadership, Management, Employee Benefits, Change Management, Finance, Human Resources, Leadership Development, Sales, Time Management, Relationship Management, Series 7, Client Services, Series 63, Retirement, Asset Management, Risk Management, Financial Analysis, Mutual Funds, Process Improvement, Portfolio Management
Education
Pennsylvania State University-Great Valley Graduate Center
Masters, Business Administration
Elizabethtown College
Bachelors, Business Administration and Psychology
Great Valley High School
Carrie Gates Carrie Gates's The Vanguard Group Experience July 2011 - November 2012
Job Project Manager at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group July 2011 - November 2012
Citi June 2011 - August 2011
SunTrust Investment Services June 2003 - August 2009
Education
Georgetown University - The McDonough School of Business 2009 — 2011
Master of Business Administration, Marketing
James Madison University 1999 — 2003
Bachelor of Business Administration, Finance, Spanish
The Vanguard Group July 2011 - November 2012
Citi June 2011 - August 2011
SunTrust Investment Services June 2003 - August 2009
Education
Georgetown University - The McDonough School of Business 2009 — 2011
Master of Business Administration, Marketing
James Madison University 1999 — 2003
Bachelor of Business Administration, Finance, Spanish
David Kaleda David Kaleda's The Vanguard Group Experience 2000 - 2005
Job Principal at Groom Law Group
Industry Law Practice
Experience
Groom Law Group February 2013 - Present
Alston & Bird LLP August 2005 - January 2013
The Vanguard Group 2000 - 2005
Skills
ERISA, Employee Benefits, Qualified Retirement..., Alternative Investments, Fiduciary Governance, Defined Benefit, Legal Writing, Corporate Law, Compliance, Securities Regulation, Executive Pay, Due Diligence, Defined Contribution, Mergers & Acquisitions, Corporate Governance, Investments, Retirement, Financial Services, Tax, Employment Law, Tax Law, Hedge Funds, Securities
Education
Villanova University School of Law 2000 — 2003
LLM, Tax/Employee Benefits
Duquesne University School of Law 1993 — 1996
JD, Law
The College of New Jersey 1988 — 1992
Groom Law Group February 2013 - Present
Alston & Bird LLP August 2005 - January 2013
The Vanguard Group 2000 - 2005
Skills
ERISA, Employee Benefits, Qualified Retirement..., Alternative Investments, Fiduciary Governance, Defined Benefit, Legal Writing, Corporate Law, Compliance, Securities Regulation, Executive Pay, Due Diligence, Defined Contribution, Mergers & Acquisitions, Corporate Governance, Investments, Retirement, Financial Services, Tax, Employment Law, Tax Law, Hedge Funds, Securities
Education
Villanova University School of Law 2000 — 2003
LLM, Tax/Employee Benefits
Duquesne University School of Law 1993 — 1996
JD, Law
The College of New Jersey 1988 — 1992
Angela Collier Angela Collier's The Vanguard Group Experience November 1997 - July 2002
Job Life & Annuity Accountant at Oxford Life Insurance Co.
Industry Accounting
Experience
Oxford Life Insurance Company June 2014 - Present
Accountemps January 2014 - April 2014
The Vanguard Group November 1997 - July 2002
Army and Air Force Exchange Service 1993 - 1997
Skills
Accounting, Financial Statements, GAAP, Time Management, Financial Reporting, Financial Accounting, QuickBooks, Internal Controls, Accounts Payable, Accounts Receivable, Microsoft Excel, Budgets, Customer Satisfaction, Retail, Account Reconciliation, Invoicing
Education
University of Phoenix 2010 — 2011
Master of Science, Accounting
Eastern Washington University 1991 — 1993
Bachelor of Arts (B.A.), Business Administration and Management, General
Oxford Life Insurance Company June 2014 - Present
Accountemps January 2014 - April 2014
The Vanguard Group November 1997 - July 2002
Army and Air Force Exchange Service 1993 - 1997
Skills
Accounting, Financial Statements, GAAP, Time Management, Financial Reporting, Financial Accounting, QuickBooks, Internal Controls, Accounts Payable, Accounts Receivable, Microsoft Excel, Budgets, Customer Satisfaction, Retail, Account Reconciliation, Invoicing
Education
University of Phoenix 2010 — 2011
Master of Science, Accounting
Eastern Washington University 1991 — 1993
Bachelor of Arts (B.A.), Business Administration and Management, General
Greg Oehme Greg Oehme's The Vanguard Group Experience June 1998 - July 2000
Job Talent Acquisition Sourcing Specialist at ICON plc
Industry Human Resources
Experience
ICON plc October 2012 - Present
The RightThing, Inc., An ADP Company May 2010 - October 2012
Merck April 2008 - August 2009
LexisNexis September 2002 - October 2006
Impax Marketing Group August 2000 - August 2001
The Vanguard Group June 1998 - July 2000
Covance July 1995 - March 1998
Skills
Talent Acquisition, Sourcing, Vendor Management, Client Services, Process Improvement, Employee Engagement, Human Resources, Executive Search, Leadership, Recruiting, Strategy, Training, Interviews, Change Management, Financial Services, Employee Benefits, Personnel Management, Talent Management, Organizational..., Taleo, Deferred Compensation, CRM, Performance Management, Project Management, Account Management, Employee Relations, HR Policies, Contract Recruitment, Strategic Sourcing, HR Consulting, Internet Recruiting, Hiring, Applicant Tracking..., Permanent Placement, Marketing, College Recruiting, Screening Resumes, Onboarding, Screening, Time Management, Resume Writing, Workforce Planning, Employer Branding, RPO, Staffing Services, Analysis
Education
Temple University - Fox School of Business and Management 2007 — 2009
M.S, Human Resources Management
Widener University School of Law 2001 — 2004
Juris Doctor, Law
Eastern University 1991 — 1995
B.A., English Lit/Psychology
ICON plc October 2012 - Present
The RightThing, Inc., An ADP Company May 2010 - October 2012
Merck April 2008 - August 2009
LexisNexis September 2002 - October 2006
Impax Marketing Group August 2000 - August 2001
The Vanguard Group June 1998 - July 2000
Covance July 1995 - March 1998
Skills
Talent Acquisition, Sourcing, Vendor Management, Client Services, Process Improvement, Employee Engagement, Human Resources, Executive Search, Leadership, Recruiting, Strategy, Training, Interviews, Change Management, Financial Services, Employee Benefits, Personnel Management, Talent Management, Organizational..., Taleo, Deferred Compensation, CRM, Performance Management, Project Management, Account Management, Employee Relations, HR Policies, Contract Recruitment, Strategic Sourcing, HR Consulting, Internet Recruiting, Hiring, Applicant Tracking..., Permanent Placement, Marketing, College Recruiting, Screening Resumes, Onboarding, Screening, Time Management, Resume Writing, Workforce Planning, Employer Branding, RPO, Staffing Services, Analysis
Education
Temple University - Fox School of Business and Management 2007 — 2009
M.S, Human Resources Management
Widener University School of Law 2001 — 2004
Juris Doctor, Law
Eastern University 1991 — 1995
B.A., English Lit/Psychology
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
Stephanie Haddad Stephanie Haddad's The Vanguard Group Experience January 2010 - June 2011
Job Project Lead at Vanguard
Industry Financial Services
Experience
Vanguard June 2011 - Present
The Vanguard Group January 2010 - June 2011
Vanguard September 2007 - January 2010
Vanguard June 2009 - October 2009
Vanguard October 2008 - February 2009
Vanguard January 2008 - October 2008
Vanguard December 2006 - September 2007
Eastern University College of Graduate and Professional Studies August 2006 - December 2006
Skills
Marketing, Competitive Analysis, Public Relations, Mutual Funds, PeopleSoft, Project Management, Communication Skills, Microsoft Excel, iGrafx, Customer Experience, Agile & Waterfall...
Education
Florida Institute of Technology 2012 — 2014
Working toward my MBA, Project Management
Shippensburg University of Pennsylvania 2002 — 2006
Bachelor of Arts, Communications/Journalism; Public Relations
Vanguard June 2011 - Present
The Vanguard Group January 2010 - June 2011
Vanguard September 2007 - January 2010
Vanguard June 2009 - October 2009
Vanguard October 2008 - February 2009
Vanguard January 2008 - October 2008
Vanguard December 2006 - September 2007
Eastern University College of Graduate and Professional Studies August 2006 - December 2006
Skills
Marketing, Competitive Analysis, Public Relations, Mutual Funds, PeopleSoft, Project Management, Communication Skills, Microsoft Excel, iGrafx, Customer Experience, Agile & Waterfall...
Education
Florida Institute of Technology 2012 — 2014
Working toward my MBA, Project Management
Shippensburg University of Pennsylvania 2002 — 2006
Bachelor of Arts, Communications/Journalism; Public Relations
Dan Ryan Dan Ryan's The Vanguard Group Experience September 2002 - December 2003
Job Principal and Head of Business Development at Milestone Partners
Industry Venture Capital & Private Equity
Experience
Milestone Partners June 2009 - Present
Milestone Partners August 2008 - June 2009
Susquehanna International Group, LLP (SIG) May 2006 - July 2008
FBR January 2004 - May 2006
The Vanguard Group September 2002 - December 2003
Education
Georgetown University - The McDonough School of Business 1998 — 2002
BSBA, Finance, Theology
William Penn Charter School 1994 — 1998
High School
Milestone Partners June 2009 - Present
Milestone Partners August 2008 - June 2009
Susquehanna International Group, LLP (SIG) May 2006 - July 2008
FBR January 2004 - May 2006
The Vanguard Group September 2002 - December 2003
Education
Georgetown University - The McDonough School of Business 1998 — 2002
BSBA, Finance, Theology
William Penn Charter School 1994 — 1998
High School
Normadene Murphy's The Vanguard Group Experience September 2012 - January 2013
Job Regional Security Advisor Americas at Johnson Matthey
Industry Chemicals
Experience
Johnson Matthey May 2013 - Present
The Vanguard Group September 2012 - January 2013
Guardsmark, LLC April 2010 - August 2012
Carpenter Technology Corporation November 2007 - December 2009
U.S. Department of Justice, Drug Enforcement Administration August 1982 - November 2007
Skills
Risk Management, Executive Protection, Program Management, Surveillance, Risk Assessment, Protection, Project Management, Private Investigations, Security Management, Physical Security, Corporate Security, Security Operations, Process Improvement, Strategic Planning, Security, Business Continuity, Leadership, Contract Negotiation, Training, Asset Protection, Enforcement, Criminal Justice, Homeland Security, Investigation, Counterterrorism, Internal Investigations, Intelligence, Fraud, Background Checks, Firearms, Police, Intelligence Analysis, Crisis Management, Security Clearance, Emergency Management, Policy, Government, Criminal Investigations, Alarm Systems, Vulnerability Assessment, Security+, Security Audits, CCTV, Access Control, Loss Prevention, Security Awareness, Supervisory Skills, Security Training, Computer Forensics, Close Protection
Education
Georgetown University
Certificate, Paralegal
Villanova University
BA, Liberal Arts/Criminal Justice
West Chester University of Pennsylvania
Masters, Management and Administration
Johnson Matthey May 2013 - Present
The Vanguard Group September 2012 - January 2013
Guardsmark, LLC April 2010 - August 2012
Carpenter Technology Corporation November 2007 - December 2009
U.S. Department of Justice, Drug Enforcement Administration August 1982 - November 2007
Skills
Risk Management, Executive Protection, Program Management, Surveillance, Risk Assessment, Protection, Project Management, Private Investigations, Security Management, Physical Security, Corporate Security, Security Operations, Process Improvement, Strategic Planning, Security, Business Continuity, Leadership, Contract Negotiation, Training, Asset Protection, Enforcement, Criminal Justice, Homeland Security, Investigation, Counterterrorism, Internal Investigations, Intelligence, Fraud, Background Checks, Firearms, Police, Intelligence Analysis, Crisis Management, Security Clearance, Emergency Management, Policy, Government, Criminal Investigations, Alarm Systems, Vulnerability Assessment, Security+, Security Audits, CCTV, Access Control, Loss Prevention, Security Awareness, Supervisory Skills, Security Training, Computer Forensics, Close Protection
Education
Georgetown University
Certificate, Paralegal
Villanova University
BA, Liberal Arts/Criminal Justice
West Chester University of Pennsylvania
Masters, Management and Administration
Carol Wellings Carol Wellings's The Vanguard Group Experience November 1997 - September 1999
Job Communications Partner, the Board of Pensions
Industry Public Relations and Communications
Experience
Board of Pensions of the Presbyterian Church January 2014 - Present
Temple University Health System October 2011 - December 2013
AstraZeneca February 2011 - November 2011
Aquent, Philadelphia December 2009 - January 2011
PathWays PA May 2010 - December 2010
US Census Bureau February 2010 - June 2010
Aon Consulting January 1999 - December 2009
The Vanguard Group November 1997 - September 1999
Aon Consulting January 1993 - January 1997
William M. Mercer January 1986 - January 1993
Education
Eastern University
Bachelor of Arts, Organizational Management
Board of Pensions of the Presbyterian Church January 2014 - Present
Temple University Health System October 2011 - December 2013
AstraZeneca February 2011 - November 2011
Aquent, Philadelphia December 2009 - January 2011
PathWays PA May 2010 - December 2010
US Census Bureau February 2010 - June 2010
Aon Consulting January 1999 - December 2009
The Vanguard Group November 1997 - September 1999
Aon Consulting January 1993 - January 1997
William M. Mercer January 1986 - January 1993
Education
Eastern University
Bachelor of Arts, Organizational Management
David L Warner's The Vanguard Group Experience June 1997 - May 2000
Job Financial Services
Industry Financial Services
Experience
PNC Investments, LLC March 2011 - Present
Morgan Stanley Smith Barney July 2010 - March 2011
Evergreen Investments January 2005 - July 2010
Evergreen Investments May 2000 - January 2005
The Vanguard Group June 1997 - May 2000
Education
East Carolina University - College of Business 1992 — 1997
BSBA, Finance
Lees McRae College 1991 — 1992
PNC Investments, LLC March 2011 - Present
Morgan Stanley Smith Barney July 2010 - March 2011
Evergreen Investments January 2005 - July 2010
Evergreen Investments May 2000 - January 2005
The Vanguard Group June 1997 - May 2000
Education
East Carolina University - College of Business 1992 — 1997
BSBA, Finance
Lees McRae College 1991 — 1992
Lou Madeza, PMP Lou Madeza, PMP's The Vanguard Group Experience 2006 - 2007
Job Senior IT Program/Project Manager at Vonage
Industry Telecommunications
Experience
Vonage August 2008 - Present
Comcast Cable 2007 - 2008
The Vanguard Group 2006 - 2007
Cendent Corporation 2003 - 2005
SunGard Availability Services 1990 - 2003
Skills
Disaster Recovery, Strategic Partnerships, IT Strategy, Vendor Management, SDLC, Pre-sales, Telecommunications, Cloud Computing, Service Delivery, New Business Development, Process Improvement, Network Architecture, Risk Management, Sales Operations, Software Development, Strategy, Data Center, VoIP, Program Management, Marketing, Salesforce.com, Leadership, Business Development, Project Management, ITIL, Troubleshooting, Professional Services, Management, Outsourcing, Enterprise Software, Product Management, Cross-functional Team..., Business Analysis, Security, Network Design, Customer Retention, Business Continuity, Wireless, Integration, Unified Communications, Virtualization, Contract Negotiation, Team Leadership, SaaS, Solution Selling, Managed Services, Customer Experience, Cisco Technologies, Mobile Devices, IP
Education
Eastern University
Master of Business Administration (MBA)
Vonage August 2008 - Present
Comcast Cable 2007 - 2008
The Vanguard Group 2006 - 2007
Cendent Corporation 2003 - 2005
SunGard Availability Services 1990 - 2003
Skills
Disaster Recovery, Strategic Partnerships, IT Strategy, Vendor Management, SDLC, Pre-sales, Telecommunications, Cloud Computing, Service Delivery, New Business Development, Process Improvement, Network Architecture, Risk Management, Sales Operations, Software Development, Strategy, Data Center, VoIP, Program Management, Marketing, Salesforce.com, Leadership, Business Development, Project Management, ITIL, Troubleshooting, Professional Services, Management, Outsourcing, Enterprise Software, Product Management, Cross-functional Team..., Business Analysis, Security, Network Design, Customer Retention, Business Continuity, Wireless, Integration, Unified Communications, Virtualization, Contract Negotiation, Team Leadership, SaaS, Solution Selling, Managed Services, Customer Experience, Cisco Technologies, Mobile Devices, IP
Education
Eastern University
Master of Business Administration (MBA)
Brian Barone Brian Barone's The Vanguard Group Experience June 2000 - December 2000
Job Business Consultant to Fee Based Registered Investment Advisors at SEI
Industry Financial Services
Experience
SEI May 2008 - Present
SEI May 2006 - April 2008
SEI Investments July 2003 - May 2006
SEI January 2001 - July 2003
The Vanguard Group June 2000 - December 2000
The Vanguard group January 1999 - June 2000
Education
Elizabethtown College 1994 — 1998
Bachelor of Science (BS), Business Administration and Management, Quantitative Techniques
SEI May 2008 - Present
SEI May 2006 - April 2008
SEI Investments July 2003 - May 2006
SEI January 2001 - July 2003
The Vanguard Group June 2000 - December 2000
The Vanguard group January 1999 - June 2000
Education
Elizabethtown College 1994 — 1998
Bachelor of Science (BS), Business Administration and Management, Quantitative Techniques
Sara Anziani's The Vanguard Group Experience September 2010 - November 2012
Job Transition Associate at Vanguard
Industry Financial Services
Experience
Vanguard October 2012 - Present
The Vanguard Group September 2010 - November 2012
Lawrence Student Writers Workshop/ Andover Bread Loaf June 2003 - July 2010
JSI January 2010 - April 2010
Le Renard January 2007 - April 2010
Tutors for All September 2009 - December 2009
Emmanuel College January 2009 - December 2009
Emmanuel College Office of Student Activities June 2007 - January 2008
Skills
SPSS, Microsoft Office, French, Leadership, PowerPoint, Research, Data Entry, Social Media, Microsoft Word, Spanish, Editing, Fundraising, Non-profits, Microsoft Excel, Event Planning, Community Outreach, Social Networking, Blogging, Teaching, Data Analysis
Education
Emmanuel College 2006 — 2010
Bachelor of Arts, English Communications, Spanish (minor)
Presentation of Mary Academy 2002 — 2006
High School Diploma
Vanguard October 2012 - Present
The Vanguard Group September 2010 - November 2012
Lawrence Student Writers Workshop/ Andover Bread Loaf June 2003 - July 2010
JSI January 2010 - April 2010
Le Renard January 2007 - April 2010
Tutors for All September 2009 - December 2009
Emmanuel College January 2009 - December 2009
Emmanuel College Office of Student Activities June 2007 - January 2008
Skills
SPSS, Microsoft Office, French, Leadership, PowerPoint, Research, Data Entry, Social Media, Microsoft Word, Spanish, Editing, Fundraising, Non-profits, Microsoft Excel, Event Planning, Community Outreach, Social Networking, Blogging, Teaching, Data Analysis
Education
Emmanuel College 2006 — 2010
Bachelor of Arts, English Communications, Spanish (minor)
Presentation of Mary Academy 2002 — 2006
High School Diploma
Victor Opperman, MBA's The Vanguard Group Experience November 1997 - November 2002
Job Cost Account Manager at The Boeing Company
Industry Defense & Space
Experience
The Boeing Company June 2006 - Present
Accenture February 2005 - March 2006
QVC November 2002 - February 2005
The Vanguard Group November 1997 - November 2002
Skills
Operations Management, Management, Earned Value Management, Program Management, Project Management, Process Improvement, Financial Analysis, Team Building, Strategic Planning, Risk Management, Business Analysis, Budgets, Project Planning, Analysis, Integration, Continuous Improvement, Six Sigma, Finance
Education
Villanova University 2006 — 2007
Masters Certification, Project Management
Eastern University 2001 — 2003
MBA, Business Management
University of Pennsylvania - The Wharton School 1993 — 1998
BBA, Finance, Management, Accounting
RETS Electronic School (CHI Institute) 1985 — 1986
Technical Certification, Electronic Engineering Technology
The Boeing Company June 2006 - Present
Accenture February 2005 - March 2006
QVC November 2002 - February 2005
The Vanguard Group November 1997 - November 2002
Skills
Operations Management, Management, Earned Value Management, Program Management, Project Management, Process Improvement, Financial Analysis, Team Building, Strategic Planning, Risk Management, Business Analysis, Budgets, Project Planning, Analysis, Integration, Continuous Improvement, Six Sigma, Finance
Education
Villanova University 2006 — 2007
Masters Certification, Project Management
Eastern University 2001 — 2003
MBA, Business Management
University of Pennsylvania - The Wharton School 1993 — 1998
BBA, Finance, Management, Accounting
RETS Electronic School (CHI Institute) 1985 — 1986
Technical Certification, Electronic Engineering Technology
Bryan Raithel, CFP®, MPA Bryan Raithel, CFP®, MPA's The Vanguard Group Experience August 2010 - Present
Job
Industry Financial Services
Experience
The Vanguard Group August 2010 - Present
Skills
Mutual Funds, Strategic Financial..., FINRA, Series 63, Series 7, Series 6, Retirement Planning, Investments, Retirement, Asset Allocation, Financial Services, 401k, Wealth Management, Management, Team Management, Relationship Management, Fixed Annuities, Leadership, Customer Service, Portfolio Management
Education
East Carolina University 1994 — 1996
MPA, Master Public Administration
East Carolina University 1990 — 1994
BS, Political Science
The Vanguard Group August 2010 - Present
Skills
Mutual Funds, Strategic Financial..., FINRA, Series 63, Series 7, Series 6, Retirement Planning, Investments, Retirement, Asset Allocation, Financial Services, 401k, Wealth Management, Management, Team Management, Relationship Management, Fixed Annuities, Leadership, Customer Service, Portfolio Management
Education
East Carolina University 1994 — 1996
MPA, Master Public Administration
East Carolina University 1990 — 1994
BS, Political Science
Owen Rahman's The Vanguard Group Experience August 2007 - December 2008
Job Financial & educational services specialist
Industry Financial Services
Experience
Merrill Lynch 2011 - Present
Brainiac Universe llc January 2007 - Present
The Vanguard Group August 2007 - December 2008
Skills
Series 63, Tutoring, Mutual Funds, Series 7, Investments, Financial Services, Wealth Management, Equities, Securities, Fixed Income, Retirement Planning, Asset Management, Portfolio Management, Asset Allocation, Retirement, Strategic Financial...
Education
Florida Agricultural and Mechanical University 2000 — 2006
BS, Economics / Chemistry
Merrill Lynch 2011 - Present
Brainiac Universe llc January 2007 - Present
The Vanguard Group August 2007 - December 2008
Skills
Series 63, Tutoring, Mutual Funds, Series 7, Investments, Financial Services, Wealth Management, Equities, Securities, Fixed Income, Retirement Planning, Asset Management, Portfolio Management, Asset Allocation, Retirement, Strategic Financial...
Education
Florida Agricultural and Mechanical University 2000 — 2006
BS, Economics / Chemistry
Ben Bolling Ben Bolling's The Vanguard Group Experience July 2002 - July 2006
Job Marketing Consultant at ChickfilA, Inc.
Industry Marketing and Advertising
Experience
Chick-fil-A, Inc. October 2014 - Present
Vistakon, Johnson & Johnson Vision Care, Inc. March 2014 - October 2014
Vistakon, Johnson & Johnson Vision Care, Inc. April 2012 - March 2014
Vistakon, Johnson & Johnson Vision Care, Inc. June 2011 - April 2012
Vistakon, Johnson & Johnson Vision Care, Inc 2008 - 2011
The Vanguard Group July 2002 - July 2006
Skills
Cross-functional Team..., Global Marketing, Competitive Analysis, Product Launch, Medical Devices, Product Marketing, Customer Insight, Product Development, Market Planning, Segmentation, Market Analysis, Marketing Strategy, Market Development
Education
Duke University - The Fuqua School of Business 2006 — 2008
MBA, Marketing
Hampton University 1998 — 2002
BS, Marketing
Chick-fil-A, Inc. October 2014 - Present
Vistakon, Johnson & Johnson Vision Care, Inc. March 2014 - October 2014
Vistakon, Johnson & Johnson Vision Care, Inc. April 2012 - March 2014
Vistakon, Johnson & Johnson Vision Care, Inc. June 2011 - April 2012
Vistakon, Johnson & Johnson Vision Care, Inc 2008 - 2011
The Vanguard Group July 2002 - July 2006
Skills
Cross-functional Team..., Global Marketing, Competitive Analysis, Product Launch, Medical Devices, Product Marketing, Customer Insight, Product Development, Market Planning, Segmentation, Market Analysis, Marketing Strategy, Market Development
Education
Duke University - The Fuqua School of Business 2006 — 2008
MBA, Marketing
Hampton University 1998 — 2002
BS, Marketing
Chris Yard's The Vanguard Group Experience June 1997 - March 2007
Job Agent at State Farm
Industry Insurance
Experience
State Farm April 2011 - Present
State Farm Insurance May 2007 - October 2010
The Vanguard Group June 1997 - March 2007
Skills
Life Insurance, Retirement Planning, Mortgage Lending, Commercial Insurance, Insurance, Disability Insurance, Long-term Care, Whole Life, Universal Life, Umbrella Insurance, Term Life Insurance, Account Management, Financial Services, Homeowners, Renters
Education
Eastern Kentucky University 1990 — 1995
Bachelors, Public Relations
Downingtown High School 1987 — 1990
State Farm April 2011 - Present
State Farm Insurance May 2007 - October 2010
The Vanguard Group June 1997 - March 2007
Skills
Life Insurance, Retirement Planning, Mortgage Lending, Commercial Insurance, Insurance, Disability Insurance, Long-term Care, Whole Life, Universal Life, Umbrella Insurance, Term Life Insurance, Account Management, Financial Services, Homeowners, Renters
Education
Eastern Kentucky University 1990 — 1995
Bachelors, Public Relations
Downingtown High School 1987 — 1990
Sean Duncan, ARPC, AIF Sean Duncan, ARPC, AIF's The Vanguard Group Experience 1999 - 2006
Job Director of Business Development at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group March 2014 - Present
Lincoln Financial Group January 2013 - March 2014
Duncan Retirement Consulting January 2011 - December 2012
Transamerica Retirement Solutions August 2008 - March 2010
Transamerica August 2006 - August 2008
Rosenzweig & Associates October 2005 - June 2006
The Vanguard Group 1999 - 2006
Skills
Retirement Planning, Investments, 401k, Series 63, Pensions, Retirement, Mutual Funds, CRM, Series 6, Defined Benefit, Retirement Plan..., Defined Contribution, Wealth Management, Profit Sharing, Employee Benefits, Securities, Investment Advisory, Qualified Retirement..., FINRA, Strategic Financial..., Investment Strategies, Asset Allocation, ERISA, Fixed Annuities, IRAs, Financial Services, Life Insurance, Relationship Management, Financial Advisory
Education
Eastern University
B.A., Business Administration
Lincoln Financial Group March 2014 - Present
Lincoln Financial Group January 2013 - March 2014
Duncan Retirement Consulting January 2011 - December 2012
Transamerica Retirement Solutions August 2008 - March 2010
Transamerica August 2006 - August 2008
Rosenzweig & Associates October 2005 - June 2006
The Vanguard Group 1999 - 2006
Skills
Retirement Planning, Investments, 401k, Series 63, Pensions, Retirement, Mutual Funds, CRM, Series 6, Defined Benefit, Retirement Plan..., Defined Contribution, Wealth Management, Profit Sharing, Employee Benefits, Securities, Investment Advisory, Qualified Retirement..., FINRA, Strategic Financial..., Investment Strategies, Asset Allocation, ERISA, Fixed Annuities, IRAs, Financial Services, Life Insurance, Relationship Management, Financial Advisory
Education
Eastern University
B.A., Business Administration
Cameron Cassedy's The Vanguard Group Experience 2012 - Present
Job Fixed Income Risk Management at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group 2012 - Present
The Vanguard Group 2010 - 2012
New York Yankees May 2008 - August 2008
Skills
Fixed Income, Risk Management, Financial Analysis, Data Analysis, Investment Management, Financial Modeling, Bloomberg, Series 7, Series 63, Access, Microsoft Excel, Investments, Economics, ETFs, Mutual Funds, Public Speaking, Finance, Financial Markets, Portfolio Management
Education
Florida State University 2006 — 2010
Economics, Finance
The Vanguard Group 2012 - Present
The Vanguard Group 2010 - 2012
New York Yankees May 2008 - August 2008
Skills
Fixed Income, Risk Management, Financial Analysis, Data Analysis, Investment Management, Financial Modeling, Bloomberg, Series 7, Series 63, Access, Microsoft Excel, Investments, Economics, ETFs, Mutual Funds, Public Speaking, Finance, Financial Markets, Portfolio Management
Education
Florida State University 2006 — 2010
Economics, Finance
Alexander Khairallah Alexander Khairallah's The Vanguard Group Experience May 2008 - August 2008
Job Lead Financial Analyst at GE Capital
Industry Financial Services
Experience
GE Capital April 2014 - Present
GE Healthcare March 2012 - March 2014
GE Healthcare August 2011 - March 2012
GE Healthcare July 2009 - August 2011
Addrenex Pharmaceuticals August 2008 - May 2009
Kenan-Flagler Business School (UNC Chapel Hill) 2006 - 2009
The Vanguard Group May 2008 - August 2008
McKesson Corporation June 2007 - August 2007
Best Practices, LLC August 2006 - December 2006
Skills
Financial Analysis, Finance, Competitive Analysis, Financial Modeling, Analytical Skills, Business Development, Corporate Finance, Market Research, Data Analysis, Managerial Finance, Forecasting, Analytics, Analysis, Marketing, Strategy
Education
IMD Business School
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2009
Bachelor of Science, Business Administration, 3.8/4.0
Elon University
International Economics
St John's International School 2003 — 2005
International Baccalaureate
GE Capital April 2014 - Present
GE Healthcare March 2012 - March 2014
GE Healthcare August 2011 - March 2012
GE Healthcare July 2009 - August 2011
Addrenex Pharmaceuticals August 2008 - May 2009
Kenan-Flagler Business School (UNC Chapel Hill) 2006 - 2009
The Vanguard Group May 2008 - August 2008
McKesson Corporation June 2007 - August 2007
Best Practices, LLC August 2006 - December 2006
Skills
Financial Analysis, Finance, Competitive Analysis, Financial Modeling, Analytical Skills, Business Development, Corporate Finance, Market Research, Data Analysis, Managerial Finance, Forecasting, Analytics, Analysis, Marketing, Strategy
Education
IMD Business School
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2009
Bachelor of Science, Business Administration, 3.8/4.0
Elon University
International Economics
St John's International School 2003 — 2005
International Baccalaureate
Keith Crowthers Keith Crowthers's The Vanguard Group Experience February 2000 - June 2000
Job IT Service / Solution Management
Industry Information Technology and Services
Experience
CSC September 2012 - December 2014
CSC May 2008 - September 2012
CSC 2006 - 2008
CSC 2000 - 2006
The Vanguard Group February 2000 - June 2000
The Vanguard Group 1996 - 2000
The Children's Hospital of Philadelphia 1995 - 1996
Skills
ITIL v3 Foundation, Six Sigma, Software Project..., Product Life Cycle..., Life Cycle Assessment, Windows, Mac OS X, Microsoft Office, MS Project, Visio, Wise Package Studio, Moka5, Project Management, Vendor Management, Data Center, IT Outsourcing, Testing, Enterprise Architecture, Product Lifecycle..., Management, Business Process..., IT Operations, IT Service Management, Software Documentation, Wise Installer, PMP, SDLC, Change Management, OS X, Active Directory, PMO, Requirements Analysis, Process Improvement, Program Management, Project Planning, SQL, IT Strategy, Servers, Service Design, ITIL, Disaster Recovery, Business Analysis, Project Portfolio..., Team Leadership, Technical Support, Outsourcing, VMware, IT Management, Integration, Resource Management
Education
Goldey Beacom College 2007 — 2008
MBA, Comprehensive
Pennsylvania State University-Great Valley Graduate Center 1997 — 2003
MS, Information Sciences
Saint Joseph's University 1991 — 1997
BS, Information Systems Management
CSC September 2012 - December 2014
CSC May 2008 - September 2012
CSC 2006 - 2008
CSC 2000 - 2006
The Vanguard Group February 2000 - June 2000
The Vanguard Group 1996 - 2000
The Children's Hospital of Philadelphia 1995 - 1996
Skills
ITIL v3 Foundation, Six Sigma, Software Project..., Product Life Cycle..., Life Cycle Assessment, Windows, Mac OS X, Microsoft Office, MS Project, Visio, Wise Package Studio, Moka5, Project Management, Vendor Management, Data Center, IT Outsourcing, Testing, Enterprise Architecture, Product Lifecycle..., Management, Business Process..., IT Operations, IT Service Management, Software Documentation, Wise Installer, PMP, SDLC, Change Management, OS X, Active Directory, PMO, Requirements Analysis, Process Improvement, Program Management, Project Planning, SQL, IT Strategy, Servers, Service Design, ITIL, Disaster Recovery, Business Analysis, Project Portfolio..., Team Leadership, Technical Support, Outsourcing, VMware, IT Management, Integration, Resource Management
Education
Goldey Beacom College 2007 — 2008
MBA, Comprehensive
Pennsylvania State University-Great Valley Graduate Center 1997 — 2003
MS, Information Sciences
Saint Joseph's University 1991 — 1997
BS, Information Systems Management
Geoff Parrish, CFA Geoff Parrish, CFA's The Vanguard Group Experience October 2012 - June 2015
Job MBA Candidate, Duke University Fuqua School of Business
Industry Financial Services
Experience
The Vanguard Group October 2012 - June 2015
The Vanguard Group June 2010 - October 2012
The Vanguard Group July 2009 - October 2010
University of Virginia Department of Biomedical Engineering May 2008 - March 2009
Skills
Fixed Income, Investment Strategies, Valuation, Investments, Derivatives, Bloomberg, Financial Modeling, Finance, Portfolio Management, Asset Management, Trading, Securities, Leadership, Equities, Analysis, Financial Analysis
Education
Duke University - The Fuqua School of Business 2015 — 2017
MBA Candidate, Class of 2017
University of Virginia 2005 — 2009
Bachelor of Science in Commerce, Finance and Management
The Vanguard Group October 2012 - June 2015
The Vanguard Group June 2010 - October 2012
The Vanguard Group July 2009 - October 2010
University of Virginia Department of Biomedical Engineering May 2008 - March 2009
Skills
Fixed Income, Investment Strategies, Valuation, Investments, Derivatives, Bloomberg, Financial Modeling, Finance, Portfolio Management, Asset Management, Trading, Securities, Leadership, Equities, Analysis, Financial Analysis
Education
Duke University - The Fuqua School of Business 2015 — 2017
MBA Candidate, Class of 2017
University of Virginia 2005 — 2009
Bachelor of Science in Commerce, Finance and Management
William Bates William Bates's The Vanguard Group Experience 2007 - 2010
Job Marketing & Sales Professional
Industry Consumer Goods
Experience
The Vanguard Group 2007 - 2010
Honeywell 2005 - 2006
Skills
Customer Service, Leadership, Microsoft Office, Marketing, Management, Sales, Social Media, Business Development, Microsoft Excel
Education
Elon University 2003 — 2007
B.S., Business Administration - Marketing
The Vanguard Group 2007 - 2010
Honeywell 2005 - 2006
Skills
Customer Service, Leadership, Microsoft Office, Marketing, Management, Sales, Social Media, Business Development, Microsoft Excel
Education
Elon University 2003 — 2007
B.S., Business Administration - Marketing
Trevor Klenda Trevor Klenda's The Vanguard Group Experience October 2008 - February 2012
Job Financial Analyst at The Vanguard Group
Industry Financial Services
Experience
Vanguard January 2014 - Present
Vanguard February 2012 - December 2013
The Vanguard Group October 2008 - February 2012
Vanguard March 2007 - October 2008
Skills
Financial Analysis, Financial Modeling, Investments, Strategic Financial..., Mutual Funds, Series 63, Bloomberg, Finance, Equities, Asset Allocation
Education
Saint Louis University 2004 — 2006
MA, Spanish
Georgia State University 2002 — 2004
Bachelor of Arts (B.A.), Spanish Language and Literature
Vanguard January 2014 - Present
Vanguard February 2012 - December 2013
The Vanguard Group October 2008 - February 2012
Vanguard March 2007 - October 2008
Skills
Financial Analysis, Financial Modeling, Investments, Strategic Financial..., Mutual Funds, Series 63, Bloomberg, Finance, Equities, Asset Allocation
Education
Saint Louis University 2004 — 2006
MA, Spanish
Georgia State University 2002 — 2004
Bachelor of Arts (B.A.), Spanish Language and Literature
Jim Alderfer Jim Alderfer's The Vanguard Group Experience 1987 - July 2015
Job From IT to Mental Health
Industry Mental Health Care
Experience
Bryn Mawr College August 2015 - Present
The Vanguard Group 1987 - July 2015
Steel Workers Union 1986 - 1987
The Peer Review Org of NJ 1984 - 1985
Skills
J2EE Application..., Team Leadership, Java, Unix, Solaris, JSF, JavaScript, SQL, C++ Language, Oracle, SAS programming, COBOL, SDLC, Change Management, Microsoft Office, Customer Service, Microsoft Excel, Java Enterprise Edition, Integration, Business Intelligence, Software Project...
Education
Penn State University 2005 — 2005
Oracle DBA Accelerated Certificate Program, Data Modeling/Warehousing and Database Administration
Spring Garden College 1982 — 1983
Bachelor's degree, Computer Technology/Computer Systems Technology
Eastern Mennonite University 1978 — 1980
Bachelor’s Degree, Social Work
Pennsylvania Gestalt Center
Certificate of Completion, Training Program in Gestalt Practice
Bryn Mawr College August 2015 - Present
The Vanguard Group 1987 - July 2015
Steel Workers Union 1986 - 1987
The Peer Review Org of NJ 1984 - 1985
Skills
J2EE Application..., Team Leadership, Java, Unix, Solaris, JSF, JavaScript, SQL, C++ Language, Oracle, SAS programming, COBOL, SDLC, Change Management, Microsoft Office, Customer Service, Microsoft Excel, Java Enterprise Edition, Integration, Business Intelligence, Software Project...
Education
Penn State University 2005 — 2005
Oracle DBA Accelerated Certificate Program, Data Modeling/Warehousing and Database Administration
Spring Garden College 1982 — 1983
Bachelor's degree, Computer Technology/Computer Systems Technology
Eastern Mennonite University 1978 — 1980
Bachelor’s Degree, Social Work
Pennsylvania Gestalt Center
Certificate of Completion, Training Program in Gestalt Practice
Jeremy Pavis's The Vanguard Group Experience 1997 - 2000
Job Sales Engineering Manager Healthcare and Life Sciences at salesforce.com
Industry Computer Software
Experience
salesforce.com February 2014 - Present
ExactTarget October 2011 - February 2014
IBM December 2010 - October 2011
The North Highland Company March 2010 - December 2010
IBM June 2005 - March 2010
Quest Diagnostics 2004 - 2005
ISA Consulting 2000 - 2004
The Vanguard Group 1997 - 2000
Aon Risk Services 1994 - 1997
Skills
SaaS, Consultative Selling, ExactTarget, Interactive Marketing, Email Marketing, SMS, Business Intelligence, Business Analytics, Cognos, Pre-sales Technical..., Data Warehousing, Strategic Consulting, Social Media Marketing, Life Sciences, Healthcare, Financial Services, Pre-sales, Solution Selling, Cloud Computing, Enterprise Software, Solution Architecture, Management, Selling, Strategy, Lifesciences, CRM, Data Integration, Business Intelligence..., Integration, Analytics, Salesforce.com, Leadership, Consulting, Business Process..., Professional Services, Requirements Gathering, Oracle, Project Management, IT Management, Microsoft SQL Server, Enterprise Architecture, Software Industry, Sales Enablement, Software Documentation, Sales
Education
Pennsylvania State University-Great Valley Graduate Center 1999 — 2001
MSIS, Master's of Science Information Science
Temple University 1990 — 1994
BBA, Risk Management and Economics
Elizabethtown College 1991 — 1992
Henderson High School 1986 — 1990
salesforce.com February 2014 - Present
ExactTarget October 2011 - February 2014
IBM December 2010 - October 2011
The North Highland Company March 2010 - December 2010
IBM June 2005 - March 2010
Quest Diagnostics 2004 - 2005
ISA Consulting 2000 - 2004
The Vanguard Group 1997 - 2000
Aon Risk Services 1994 - 1997
Skills
SaaS, Consultative Selling, ExactTarget, Interactive Marketing, Email Marketing, SMS, Business Intelligence, Business Analytics, Cognos, Pre-sales Technical..., Data Warehousing, Strategic Consulting, Social Media Marketing, Life Sciences, Healthcare, Financial Services, Pre-sales, Solution Selling, Cloud Computing, Enterprise Software, Solution Architecture, Management, Selling, Strategy, Lifesciences, CRM, Data Integration, Business Intelligence..., Integration, Analytics, Salesforce.com, Leadership, Consulting, Business Process..., Professional Services, Requirements Gathering, Oracle, Project Management, IT Management, Microsoft SQL Server, Enterprise Architecture, Software Industry, Sales Enablement, Software Documentation, Sales
Education
Pennsylvania State University-Great Valley Graduate Center 1999 — 2001
MSIS, Master's of Science Information Science
Temple University 1990 — 1994
BBA, Risk Management and Economics
Elizabethtown College 1991 — 1992
Henderson High School 1986 — 1990
Ellen (Ogdin) Pleasants's The Vanguard Group Experience September 1997 - April 2004
Job Independent Marketing Copywriter
Industry Financial Services
Experience
Ellen Pleasants October 2014 - Present
The Vanguard Group, Inc May 2004 - December 2012
The Vanguard Group September 1997 - April 2004
Communications Consultant March 1996 - September 1997
Recording for the Blind and Dyslexic March 1994 - March 1996
BellSouth (now AT&T) May 1984 - December 1992
Skills
Creating themes and..., Marketing communications, Magazines, Marketing, Newsletters, Editing, Corporate Communications, Proofreading, Copywriting, Web Content, Writing, Storytelling, Strategic Communications, Public Relations, Marketing Communications, Internal Communications, Publicity
Education
Emory University
Bachelor of Arts (B.A.), English
Ellen Pleasants October 2014 - Present
The Vanguard Group, Inc May 2004 - December 2012
The Vanguard Group September 1997 - April 2004
Communications Consultant March 1996 - September 1997
Recording for the Blind and Dyslexic March 1994 - March 1996
BellSouth (now AT&T) May 1984 - December 1992
Skills
Creating themes and..., Marketing communications, Magazines, Marketing, Newsletters, Editing, Corporate Communications, Proofreading, Copywriting, Web Content, Writing, Storytelling, Strategic Communications, Public Relations, Marketing Communications, Internal Communications, Publicity
Education
Emory University
Bachelor of Arts (B.A.), English
Jessica June Jessica June's The Vanguard Group Experience February 2011 - June 2012
Job Corporate Marketing & Communications
Industry Financial Services
Experience
Vanguard October 2014 - Present
Vanguard June 2012 - Present
The Vanguard Group February 2011 - June 2012
Vanguard October 2008 - March 2011
Vanguard November 2007 - October 2008
Skills
Leadership, Retirement, Investments, Defined Benefit, Mutual Funds, 401k, Training, Financial Services
Education
East Stroudsburg University of Pennsylvania 2003 — 2007
Bachelors, Business Management
Vanguard October 2014 - Present
Vanguard June 2012 - Present
The Vanguard Group February 2011 - June 2012
Vanguard October 2008 - March 2011
Vanguard November 2007 - October 2008
Skills
Leadership, Retirement, Investments, Defined Benefit, Mutual Funds, 401k, Training, Financial Services
Education
East Stroudsburg University of Pennsylvania 2003 — 2007
Bachelors, Business Management
Joanna Lu Joanna Lu's The Vanguard Group Experience June 2010 - August 2010
Job Program Manager at Google
Industry Logistics and Supply Chain
Experience
Google October 2014 - Present
SanDisk August 2011 - September 2014
The Vanguard Group June 2010 - August 2010
DuPont China Holding Company April 2010 - June 2010
Skills
Supply Chain, Supply Chain Management, Mandarin, SAP, Process Improvement, Microsoft Office, Microsoft Excel, Data Analysis, Six Sigma, Access, PowerPoint, International Business, Oracle Agile PLM, Inventory Management, Forecasting, Logistics, Analysis, Microsoft Word, Management, Project Management
Education
Penn State University 2007 — 2011
B.S., Supply Chain and Information Systems, International Business, International Relations, and Chinese
East China Normal University 2010 — 2010
Business, Language, and Culture
Central High School
Google October 2014 - Present
SanDisk August 2011 - September 2014
The Vanguard Group June 2010 - August 2010
DuPont China Holding Company April 2010 - June 2010
Skills
Supply Chain, Supply Chain Management, Mandarin, SAP, Process Improvement, Microsoft Office, Microsoft Excel, Data Analysis, Six Sigma, Access, PowerPoint, International Business, Oracle Agile PLM, Inventory Management, Forecasting, Logistics, Analysis, Microsoft Word, Management, Project Management
Education
Penn State University 2007 — 2011
B.S., Supply Chain and Information Systems, International Business, International Relations, and Chinese
East China Normal University 2010 — 2010
Business, Language, and Culture
Central High School
Jonathan Michael, CFA Jonathan Michael, CFA's The Vanguard Group Experience January 2014 - Present
Job Municipal Credit Research Associate at The Vanguard Group
Industry Investment Management
Experience
The Vanguard Group January 2014 - Present
Education
Elon University 2006 — 2010
B.S., Business Administration (Finance)
The Vanguard Group January 2014 - Present
Education
Elon University 2006 — 2010
B.S., Business Administration (Finance)
Eric Kleppe, CFA, CAIA's The Vanguard Group Experience September 1998 - September 2004
Job Investment Professional looking for next opportunity
Industry Investment Management
Experience
Investment Professional looking for next opportunity May 2015 - Present
Diamond Hill Capital Management, Inc. April 2014 - April 2015
Diamond Hill Capital Management, Inc. February 2013 - March 2014
Turner Investments January 2012 - February 2013
Turner Investment Partners September 2004 - December 2011
The Vanguard Group September 1998 - September 2004
Wellington Management Company, LLP 1996 - 1998
Fulton Financial Corporation June 1991 - February 1996
Skills
Mutual Funds, Hedge Funds, Equities, Investment Management, Alternative Investments, ETFs, Bloomberg, Asset Allocation, Investment Strategies, Portfolio Management, Asset Management, Equity Research, Investments, Series 7
Education
Penn State University 1993 — 1995
MBA, Finance
Gettysburg College 1987 — 1991
Bachelor of Arts (B.A.), Management
Investment Professional looking for next opportunity May 2015 - Present
Diamond Hill Capital Management, Inc. April 2014 - April 2015
Diamond Hill Capital Management, Inc. February 2013 - March 2014
Turner Investments January 2012 - February 2013
Turner Investment Partners September 2004 - December 2011
The Vanguard Group September 1998 - September 2004
Wellington Management Company, LLP 1996 - 1998
Fulton Financial Corporation June 1991 - February 1996
Skills
Mutual Funds, Hedge Funds, Equities, Investment Management, Alternative Investments, ETFs, Bloomberg, Asset Allocation, Investment Strategies, Portfolio Management, Asset Management, Equity Research, Investments, Series 7
Education
Penn State University 1993 — 1995
MBA, Finance
Gettysburg College 1987 — 1991
Bachelor of Arts (B.A.), Management
Michael Grecco, MBA Michael Grecco, MBA's The Vanguard Group Experience April 2011 - May 2011
Job Senior Marketing Consultant at Hartford Funds
Industry Marketing and Advertising
Experience
Insight Pharmaceuticals April 2012 - October 2014
Insight Pharmaceuticals April 2011 - April 2012
The Vanguard Group April 2011 - May 2011
The Vanguard Group February 2010 - April 2011
The Vanguard Group September 2008 - February 2010
Education
Villanova University
MBA, Marketing
Elizabethtown College
BA, Marketing Communications
Insight Pharmaceuticals April 2012 - October 2014
Insight Pharmaceuticals April 2011 - April 2012
The Vanguard Group April 2011 - May 2011
The Vanguard Group February 2010 - April 2011
The Vanguard Group September 2008 - February 2010
Education
Villanova University
MBA, Marketing
Elizabethtown College
BA, Marketing Communications
Howard R Rentschler's The Vanguard Group Experience January 2009 - October 2009
Job Strategy, Tactics, and Customer Service
Industry Automotive
Experience
Elite Locators, Inc. May 2015 - Present
Isagenix January 2015 - Present
Motif Investing December 2014 - Present
Boushie Brewing dba Brass Anchor Pub September 2013 - May 2015
Social Media Management LLC September 2010 - August 2013
The Vanguard Group January 2009 - October 2009
Vanguard July 2000 - October 2009
Nuveen Investments July 1999 - July 2000
US Army October 1992 - January 1996
Skills
Mutual Funds, 401k, Program Management, Leadership, Social Networking, Coaching, Strategy, Employee Benefits, Marketing, Training, Entrepreneurship, Small Business, Customer Service, Management, Fundraising, Retirement, Budgets, Investments, Business Development, Business Planning, Financial Services, Process Improvement, Leadership Development, Insurance, Series 63, Retirement Planning, Asset Allocation, Strategic Financial..., Finance, Relationship Management, Risk Management, Asset Management
Education
Gettysburg College 1996 — 1999
Bachelor's degree, Mathematics
The College of Wooster 1990 — 1992
N/A, Economics
The Mercersburg Academy 1987 — 1990
High School Diploma, High School/Secondary Diplomas and Certificates
Carlisle High School 1986 — 1987
N/A
Elite Locators, Inc. May 2015 - Present
Isagenix January 2015 - Present
Motif Investing December 2014 - Present
Boushie Brewing dba Brass Anchor Pub September 2013 - May 2015
Social Media Management LLC September 2010 - August 2013
The Vanguard Group January 2009 - October 2009
Vanguard July 2000 - October 2009
Nuveen Investments July 1999 - July 2000
US Army October 1992 - January 1996
Skills
Mutual Funds, 401k, Program Management, Leadership, Social Networking, Coaching, Strategy, Employee Benefits, Marketing, Training, Entrepreneurship, Small Business, Customer Service, Management, Fundraising, Retirement, Budgets, Investments, Business Development, Business Planning, Financial Services, Process Improvement, Leadership Development, Insurance, Series 63, Retirement Planning, Asset Allocation, Strategic Financial..., Finance, Relationship Management, Risk Management, Asset Management
Education
Gettysburg College 1996 — 1999
Bachelor's degree, Mathematics
The College of Wooster 1990 — 1992
N/A, Economics
The Mercersburg Academy 1987 — 1990
High School Diploma, High School/Secondary Diplomas and Certificates
Carlisle High School 1986 — 1987
N/A
Steve Bowman Steve Bowman's The Vanguard Group Experience February 2000 - May 2004
Job Retired at Bowman House
Industry Financial Services
Experience
Bowman House May 2014 - Present
Vanguard May 2006 - May 2014
Vanguard May 2004 - June 2006
The Vanguard Group February 2000 - May 2004
ACS Technologies September 1998 - December 1999
Burnett Staffing October 1997 - June 1998
CTG February 1987 - February 1994
United Methodist Church June 1973 - February 1987
Skills
Training, Performance Management, Process Improvement, Coaching, Staff Development, Leadership, Strategic Planning, Project Management, Time Management, CRM, Management, Customer Service, Performance Improvement, Sales, Public Speaking, Team Leadership, Human Resources, Recruiting, Event Planning, New Business Development, Career Development, Consulting, Career Counseling, Talent Management, Call Centers, Microsoft Excel
Education
Wesley Theological Seminary 1972 — 1977
MDiv, Theology and Church Ministry
Gettysburg College 1970 — 1974
BA, Religion, Psychology, Sociology
Westminster Senior High 1967 — 1970
HS, College Prep
Bowman House May 2014 - Present
Vanguard May 2006 - May 2014
Vanguard May 2004 - June 2006
The Vanguard Group February 2000 - May 2004
ACS Technologies September 1998 - December 1999
Burnett Staffing October 1997 - June 1998
CTG February 1987 - February 1994
United Methodist Church June 1973 - February 1987
Skills
Training, Performance Management, Process Improvement, Coaching, Staff Development, Leadership, Strategic Planning, Project Management, Time Management, CRM, Management, Customer Service, Performance Improvement, Sales, Public Speaking, Team Leadership, Human Resources, Recruiting, Event Planning, New Business Development, Career Development, Consulting, Career Counseling, Talent Management, Call Centers, Microsoft Excel
Education
Wesley Theological Seminary 1972 — 1977
MDiv, Theology and Church Ministry
Gettysburg College 1970 — 1974
BA, Religion, Psychology, Sociology
Westminster Senior High 1967 — 1970
HS, College Prep
G. Andrew Meschter G. Andrew Meschter's The Vanguard Group Experience October 2004 - October 2005
Job Meschter Insurance Group
Industry Insurance
Experience
Meschter Insurance Group October 2006 - Present
Army National Guard November 2007 - November 2008
Army National Guard January 2006 - July 2006
The Vanguard Group October 2004 - October 2005
John Bryce January 2002 - October 2003
Skills
Public Speaking, Strategic Planning, Analysis, Business Development, Entrepreneurship, Government, Insurance, Leadership, Leadership Development, Management, Nonprofits, Program Management, Project Management, Risk Management, Sales, Start-ups, Strategy, Team Building
Education
University of Durham 2000 — 2001
MA, Modern British History
Millersville University of Pennsylvania 1994 — 1999
BA, History & Studio Art
Meschter Insurance Group October 2006 - Present
Army National Guard November 2007 - November 2008
Army National Guard January 2006 - July 2006
The Vanguard Group October 2004 - October 2005
John Bryce January 2002 - October 2003
Skills
Public Speaking, Strategic Planning, Analysis, Business Development, Entrepreneurship, Government, Insurance, Leadership, Leadership Development, Management, Nonprofits, Program Management, Project Management, Risk Management, Sales, Start-ups, Strategy, Team Building
Education
University of Durham 2000 — 2001
MA, Modern British History
Millersville University of Pennsylvania 1994 — 1999
BA, History & Studio Art
Marta DeGraw Marta DeGraw's The Vanguard Group Experience March 1997 - September 1998
Job Project Manager, Client Advocate, Technical Communicator, and Data Geek
Industry Health, Wellness and Fitness
Experience
Max Your Muse June 2012 - Present
Healthwise March 2012 - Present
Everyday Bright December 2011 - May 2012
Healthwise May 2008 - February 2012
Healthwise February 2006 - May 2008
Manpower (on-site at HP Boise) September 2003 - February 2006
Adecco Technical (on-site at HP Boise) December 2002 - September 2003
3D Systems December 1998 - August 2002
The Vanguard Group March 1997 - September 1998
Skills
Project Management, Process Improvement, Strategic Planning, Public Speaking, Management, Cross-functional Team..., Business Analysis, Cross-functional..., Collaborative Problem..., Team Building, Team Leadership, Analysis, Vendor Management, Change Management, Project Planning, Account Management, Strategy, Program Management, Business Strategy, Agile Methodologies, Strategic Partnerships, Data Analysis, Six Sigma, Technical Writing, Consulting, Leadership Development, Software Project..., Training, Marketing Strategy, Quality Assurance, Product Management, Software Documentation, Scrum, Troubleshooting, Customer Service, Integration, SharePoint, Entrepreneurship
Education
George Fox University 2004 — 2005
BS, Project Management
Max Your Muse June 2012 - Present
Healthwise March 2012 - Present
Everyday Bright December 2011 - May 2012
Healthwise May 2008 - February 2012
Healthwise February 2006 - May 2008
Manpower (on-site at HP Boise) September 2003 - February 2006
Adecco Technical (on-site at HP Boise) December 2002 - September 2003
3D Systems December 1998 - August 2002
The Vanguard Group March 1997 - September 1998
Skills
Project Management, Process Improvement, Strategic Planning, Public Speaking, Management, Cross-functional Team..., Business Analysis, Cross-functional..., Collaborative Problem..., Team Building, Team Leadership, Analysis, Vendor Management, Change Management, Project Planning, Account Management, Strategy, Program Management, Business Strategy, Agile Methodologies, Strategic Partnerships, Data Analysis, Six Sigma, Technical Writing, Consulting, Leadership Development, Software Project..., Training, Marketing Strategy, Quality Assurance, Product Management, Software Documentation, Scrum, Troubleshooting, Customer Service, Integration, SharePoint, Entrepreneurship
Education
George Fox University 2004 — 2005
BS, Project Management
Bill Jesunas's The Vanguard Group Experience 2004 - 2009
Job Information Security Specialist CISSP
Industry Computer & Network Security
Experience
Protiviti 2010 - Present
Information Systems Security Association (ISSA) - Delaware Valley Chapter 2005 - 2012
Midnight Blue Capital Management September 2001 - June 2010
The Vanguard Group 2004 - 2009
TD Bank Group 2003 - 2004
Ericsson 2000 - 2002
UUNET 2000 - 2000
Cherry Hill Fine Wine & Spirits 1999 - 2000
Education
University of Pennsylvania
BA, Philosophy, Politics, & Economics
Florida State University 2002 — 2004
Certificate in Financial Planning
Stanford University
Certificate, Computer Security
University of Illinois at Urbana-Champaign
Certificate in Linux/Unix System Administration
Protiviti 2010 - Present
Information Systems Security Association (ISSA) - Delaware Valley Chapter 2005 - 2012
Midnight Blue Capital Management September 2001 - June 2010
The Vanguard Group 2004 - 2009
TD Bank Group 2003 - 2004
Ericsson 2000 - 2002
UUNET 2000 - 2000
Cherry Hill Fine Wine & Spirits 1999 - 2000
Education
University of Pennsylvania
BA, Philosophy, Politics, & Economics
Florida State University 2002 — 2004
Certificate in Financial Planning
Stanford University
Certificate, Computer Security
University of Illinois at Urbana-Champaign
Certificate in Linux/Unix System Administration
Carmen DiGiandomenico Carmen DiGiandomenico's The Vanguard Group Experience 1986 - 1996
Job Vice President, Retirement Plan Services at TRowe Price
Industry Financial Services
Experience
T. Rowe Price September 2012 - Present
Fifth Third Bank January 2012 - August 2012
Fidelity Investments January 1997 - January 2012
Fidelity Investments October 2002 - February 2008
The Vanguard Group 1986 - 1996
Skills
Mutual Funds
Education
Elmira College 1983 — 1985
B.S., Business Administration
University of New Haven 1981 — 1983
Business
T. Rowe Price September 2012 - Present
Fifth Third Bank January 2012 - August 2012
Fidelity Investments January 1997 - January 2012
Fidelity Investments October 2002 - February 2008
The Vanguard Group 1986 - 1996
Skills
Mutual Funds
Education
Elmira College 1983 — 1985
B.S., Business Administration
University of New Haven 1981 — 1983
Business
Joy Vanterpool Stephens Joy Vanterpool Stephens's The Vanguard Group Experience July 2009 - September 2013
Job Manager, Retail Advice Services at Vanguard
Industry Financial Services
Experience
Vanguard September 2013 - Present
The Vanguard Group July 2009 - September 2013
E*Trade Financial January 2005 - July 2007
SLM CORPORATION (SALLIE MAE) December 2003 - January 2005
Skills
Passed November 2012..., Series 7, Series 24, Series 63, Financial Modeling, Finance, Portfolio Management, Investments, Equities, Securities, Credit, Forecasting, Capital Markets, Bloomberg, Financial Services, Analysis, Financial Analysis
Education
Duke University - The Fuqua School of Business 2007 — 2009
MBA, Finance-Investments
Lehigh University 1999 — 2003
Bachelor of Science (B.S.), Finance, General
Vanguard September 2013 - Present
The Vanguard Group July 2009 - September 2013
E*Trade Financial January 2005 - July 2007
SLM CORPORATION (SALLIE MAE) December 2003 - January 2005
Skills
Passed November 2012..., Series 7, Series 24, Series 63, Financial Modeling, Finance, Portfolio Management, Investments, Equities, Securities, Credit, Forecasting, Capital Markets, Bloomberg, Financial Services, Analysis, Financial Analysis
Education
Duke University - The Fuqua School of Business 2007 — 2009
MBA, Finance-Investments
Lehigh University 1999 — 2003
Bachelor of Science (B.S.), Finance, General
Corey Bonner's The Vanguard Group Experience October 2009 - February 2015
Job Relationship Manager at United Way of Central Carolinas
Industry Philanthropy
Experience
United Way of Central Carolinas May 2015 - Present
The Vanguard Group October 2009 - February 2015
American Funds September 2006 - July 2009
Skills
Series 7, Series 6, Series 63, Series 66
Education
East Carolina University 2002 — 2006
Bachelor of Science (B.S.)
United Way of Central Carolinas May 2015 - Present
The Vanguard Group October 2009 - February 2015
American Funds September 2006 - July 2009
Skills
Series 7, Series 6, Series 63, Series 66
Education
East Carolina University 2002 — 2006
Bachelor of Science (B.S.)
Jihang Sun's The Vanguard Group Experience June 2005 - October 2007
Job Senior Software QA Engineer
Industry Information Technology and Services
Experience
OPENLANE February 2008 - February 2010
The Vanguard Group June 2005 - October 2007
The Vanguard Group June 2001 - June 2005
Skills
•QA Testing Tool:..., •Operating Systems:..., •Databases Systems:..., •Language knowledge: ..., •Defect Tracking: PVCS..., Quality Assurance, Software Quality..., SDLC, Testing, Manual Testing, Black Box Testing, Regression Testing, Test Automation, Defect Tracking, Agile Methodologies
Education
George Mason University
M..S, Information Systems
OPENLANE February 2008 - February 2010
The Vanguard Group June 2005 - October 2007
The Vanguard Group June 2001 - June 2005
Skills
•QA Testing Tool:..., •Operating Systems:..., •Databases Systems:..., •Language knowledge: ..., •Defect Tracking: PVCS..., Quality Assurance, Software Quality..., SDLC, Testing, Manual Testing, Black Box Testing, Regression Testing, Test Automation, Defect Tracking, Agile Methodologies
Education
George Mason University
M..S, Information Systems
James Slowey's The Vanguard Group Experience October 2000 - March 2002
Job Regional Sales Manger Analytics at IBM
Industry Information Technology and Services
Experience
IBM July 2015 - Present
IBM July 2014 - June 2015
IBM February 2008 - June 2014
IBM July 2005 - January 2008
Delphi Automotive Systems April 2003 - August 2003
The Vanguard Group October 2000 - March 2002
Skills
Business Intelligence, Data Warehousing, Master Data Management, Big Data, Data Governance, Software Industry, ETL, Data Integration, Information Management, Analytics, Solution Selling, CRM, Data Quality, Databases, Business Analytics, Enterprise Software, Sales Enablement, Pre-sales, Solution Architecture, SOA, Cloud Computing, SaaS, Leadership, IT Strategy, Professional Services, Enterprise Architecture, Integration, Demand Generation, Go-to-market Strategy, Enterprise Content..., Negotiation, Project Management
Education
University of South Carolina - Darla Moore School of Business 2002 — 2004
MBA (Int'l), Finance, Strategy
University at Buffalo 1996 — 2000
Bachelor of Science (B.S.), Marketing (major), Philosophy (minor)
Atlanta Japanese Language Institute 2005 — 2007
Japanese language
ESCP-EAP 2003 — 2003
Business French
IBM July 2015 - Present
IBM July 2014 - June 2015
IBM February 2008 - June 2014
IBM July 2005 - January 2008
Delphi Automotive Systems April 2003 - August 2003
The Vanguard Group October 2000 - March 2002
Skills
Business Intelligence, Data Warehousing, Master Data Management, Big Data, Data Governance, Software Industry, ETL, Data Integration, Information Management, Analytics, Solution Selling, CRM, Data Quality, Databases, Business Analytics, Enterprise Software, Sales Enablement, Pre-sales, Solution Architecture, SOA, Cloud Computing, SaaS, Leadership, IT Strategy, Professional Services, Enterprise Architecture, Integration, Demand Generation, Go-to-market Strategy, Enterprise Content..., Negotiation, Project Management
Education
University of South Carolina - Darla Moore School of Business 2002 — 2004
MBA (Int'l), Finance, Strategy
University at Buffalo 1996 — 2000
Bachelor of Science (B.S.), Marketing (major), Philosophy (minor)
Atlanta Japanese Language Institute 2005 — 2007
Japanese language
ESCP-EAP 2003 — 2003
Business French
Katie Dees's The Vanguard Group Experience September 2007 - Present
Job Processing Associate at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group September 2007 - Present
Skills
IRAs, Microsoft Office, Retirement, Simple IRA, Roth IRA, Customer Service, Time Management, Mutual Funds, Financial Services
Education
Eastern University 1995 — 1998
Masters, Multi-Cultural Education
Gettysburg College 1991 — 1995
BA, Spanish
The Vanguard Group September 2007 - Present
Skills
IRAs, Microsoft Office, Retirement, Simple IRA, Roth IRA, Customer Service, Time Management, Mutual Funds, Financial Services
Education
Eastern University 1995 — 1998
Masters, Multi-Cultural Education
Gettysburg College 1991 — 1995
BA, Spanish
Chris Burghart's The Vanguard Group Experience March 2007 - Present
Job Client Relationship Administrator at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group March 2007 - Present
Skills
Project Management, Process Improvement, Microsoft Office, Microsoft Excel, Microsoft Word, Investments
Education
Eastern University 2002 — 2004
Bachelor's degree, Economics/Finance
The Vanguard Group March 2007 - Present
Skills
Project Management, Process Improvement, Microsoft Office, Microsoft Excel, Microsoft Word, Investments
Education
Eastern University 2002 — 2004
Bachelor's degree, Economics/Finance
Annette Kenney's The Vanguard Group Experience 1995 - 2005
Job Sr. Vice President Insurance at FirstService Financial, Inc.
Industry Insurance
Experience
FirstService Financial, Inc. December 2012 - Present
Odell Studner June 2010 - November 2012
The Graham Company April 2007 - May 2010
The Vanguard Group 1995 - 2005
Skills
Property & Casualty..., Commercial Insurance, Professional Liability, Workers Compensation, Underwriting, Liability, Insurance, Casualty, Risk Management, Brokers, Umbrella Insurance, General Insurance, Commercial Lines, Claims Management, Casualty Insurance, Legal Liability, Claim, Leadership, Risk Assessment, Excess, Reinsurance, Health Insurance, D&O, Employee Benefits, Captives
Education
Fordham University 1989 — 1993
Bachelor's degree, Accounting
FirstService Financial, Inc. December 2012 - Present
Odell Studner June 2010 - November 2012
The Graham Company April 2007 - May 2010
The Vanguard Group 1995 - 2005
Skills
Property & Casualty..., Commercial Insurance, Professional Liability, Workers Compensation, Underwriting, Liability, Insurance, Casualty, Risk Management, Brokers, Umbrella Insurance, General Insurance, Commercial Lines, Claims Management, Casualty Insurance, Legal Liability, Claim, Leadership, Risk Assessment, Excess, Reinsurance, Health Insurance, D&O, Employee Benefits, Captives
Education
Fordham University 1989 — 1993
Bachelor's degree, Accounting
Lena Onsongo's The Vanguard Group Experience January 2004 - December 2008
Job Software Developer Vanguard Group
Industry Computer Software
Experience
Vanguard Group December 2008 - Present
The Vanguard Group January 2004 - December 2008
Vanguard December 2000 - January 2003
Astra Zeneca 1998 - 1999
Rohm and Haas 1996 - 1996
Skills
Project Management, Agile Methodologies, Problem Solving, Analysis, Web Design, Java, JavaScript, XML, XHTML, HTML, Visual Studio, Visual Basic, Information Technology, Software Development, Software Testing Life..., Microsoft Technologies, Batch Programming, CSS, Eclipse, Subversion, Spring, Hudson
Education
Strayer University-Pennsylvania 2009 — 2011
Web Development, Computer Programming
Eastern University 2004 — 2007
Management Information Systems, Computer Programming, 3.7
Computer Learning Center 1995 — 1996
Computer Programming
Vanguard Group December 2008 - Present
The Vanguard Group January 2004 - December 2008
Vanguard December 2000 - January 2003
Astra Zeneca 1998 - 1999
Rohm and Haas 1996 - 1996
Skills
Project Management, Agile Methodologies, Problem Solving, Analysis, Web Design, Java, JavaScript, XML, XHTML, HTML, Visual Studio, Visual Basic, Information Technology, Software Development, Software Testing Life..., Microsoft Technologies, Batch Programming, CSS, Eclipse, Subversion, Spring, Hudson
Education
Strayer University-Pennsylvania 2009 — 2011
Web Development, Computer Programming
Eastern University 2004 — 2007
Management Information Systems, Computer Programming, 3.7
Computer Learning Center 1995 — 1996
Computer Programming
Becky Muhlenberg's The Vanguard Group Experience March 2001 - March 2005
Job IT PMO at Vanguard
Industry Financial Services
Experience
Vanguard March 2001 - Present
The Vanguard Group March 2001 - March 2005
CSC 1997 - 2001
Computer Sciences Corporation 1995 - 2001
Unisource 1993 - 1995
United States Department of Defense 1989 - 1993
Gov Thomas Johnson High School, Frederick MD 1985 - 1986
Skills
Agile Methodologies, Business Analysis, Financial Services, IT Strategy, Management, Process Improvement, Program Management, Project Management, SDLC, Vendor Management
Education
Shippensburg University of Pennsylvania 1982 — 1985
East Stroudsburg University of Pennsylvania 1981 — 1982
Computer Sciences
Pottstown Sr High School 1978 — 1981
Vanguard March 2001 - Present
The Vanguard Group March 2001 - March 2005
CSC 1997 - 2001
Computer Sciences Corporation 1995 - 2001
Unisource 1993 - 1995
United States Department of Defense 1989 - 1993
Gov Thomas Johnson High School, Frederick MD 1985 - 1986
Skills
Agile Methodologies, Business Analysis, Financial Services, IT Strategy, Management, Process Improvement, Program Management, Project Management, SDLC, Vendor Management
Education
Shippensburg University of Pennsylvania 1982 — 1985
East Stroudsburg University of Pennsylvania 1981 — 1982
Computer Sciences
Pottstown Sr High School 1978 — 1981
Shannon DiValerio, CRPC's The Vanguard Group Experience 1997 - 2002
Job Manager of Development at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions January 2013 - Present
Transamerica Retirement Solutions March 2010 - Present
MFP Strategies January 2008 - March 2010
Great-West Retirement Services February 2002 - January 2008
The Vanguard Group 1997 - 2002
Skills
Retirement, Retirement Planning, Defined Benefit, 401k, Qualified Retirement..., Series 6, Pensions, Public Speaking, Relationship Management, Series 63, Coaching, Account Management, FINRA, CRPC, Mutual Funds, Investments, Business Planning, Profit Sharing, Defined Contribution, Financial Advisory, Retirement Plan..., Variable Life & Health..., Plan Design, Series 65
Education
Fontbonne University
MBA, Business
Missouri State University
BS, International Business/Spanish
People to People International
Study Abroad Program, International Business
Transamerica Retirement Solutions January 2013 - Present
Transamerica Retirement Solutions March 2010 - Present
MFP Strategies January 2008 - March 2010
Great-West Retirement Services February 2002 - January 2008
The Vanguard Group 1997 - 2002
Skills
Retirement, Retirement Planning, Defined Benefit, 401k, Qualified Retirement..., Series 6, Pensions, Public Speaking, Relationship Management, Series 63, Coaching, Account Management, FINRA, CRPC, Mutual Funds, Investments, Business Planning, Profit Sharing, Defined Contribution, Financial Advisory, Retirement Plan..., Variable Life & Health..., Plan Design, Series 65
Education
Fontbonne University
MBA, Business
Missouri State University
BS, International Business/Spanish
People to People International
Study Abroad Program, International Business
Kate Spires's The Vanguard Group Experience June 1997 - April 1999
Job Marketing and Sales Manager at The Financial Training Group Ltd
Industry Information Technology and Services
Experience
The Financial Training Group Ltd February 2012 - Present
Crothall Health Care February 2011 - February 2012
Catholic Health East April 2009 - February 2011
SAP America February 2006 - March 2009
Citadel Federal Credit Union June 2000 - November 2005
Bath and Body Works July 1999 - May 2000
The Vanguard Group June 1997 - April 1999
Education
Eastern University 2007 — 2009
MBA, Management
Widener University
B.S, Business Administration
The Financial Training Group Ltd February 2012 - Present
Crothall Health Care February 2011 - February 2012
Catholic Health East April 2009 - February 2011
SAP America February 2006 - March 2009
Citadel Federal Credit Union June 2000 - November 2005
Bath and Body Works July 1999 - May 2000
The Vanguard Group June 1997 - April 1999
Education
Eastern University 2007 — 2009
MBA, Management
Widener University
B.S, Business Administration
Jason Cimorelli's The Vanguard Group Experience July 2006 - September 2007
Job Senior Software Engineer at Penn Assurance Software
Industry Computer Software
Experience
Penn Assurance Software, LLC November 2012 - Present
Oracle August 2010 - November 2012
Oracle August 2008 - August 2010
AdminServer September 2007 - July 2008
The Vanguard Group July 2006 - September 2007
Skills
AdminServer, Java, SQL, PL/SQL, Oracle, Microsoft SQL Server, DB2, XML, XSLT, XSD, IceFaces, CSS, JSP, Servlets, Liquibase, JUnit, Spring, JPA, EclipseLink, JavaScript, Maven, Eclipse, NetBeans, jQuery, jQuery UI, HTML 5, Websphere, Weblogic, JBoss Application Server, Tomcat, SOAP, Web Services, WSDL, JiBX, Oracle Coherence, Subversion, Linux, Groovy, Grails, Wordpress, Database Design, SDLC, Requirements Analysis, Software Project..., Agile Methodologies, Quality Assurance, Requirements Gathering, Life Insurance, Group Insurance, Variable Annuities
Education
Temple University 2011 — 2013
MS, Information Science and Technology
Pennsylvania State University-Great Valley Graduate Center 2009 — 2010
MS, Information Science
Franklin & Marshall College 2000 — 2004
BA, Mathematics Major, Logic FOS
Penn Assurance Software, LLC November 2012 - Present
Oracle August 2010 - November 2012
Oracle August 2008 - August 2010
AdminServer September 2007 - July 2008
The Vanguard Group July 2006 - September 2007
Skills
AdminServer, Java, SQL, PL/SQL, Oracle, Microsoft SQL Server, DB2, XML, XSLT, XSD, IceFaces, CSS, JSP, Servlets, Liquibase, JUnit, Spring, JPA, EclipseLink, JavaScript, Maven, Eclipse, NetBeans, jQuery, jQuery UI, HTML 5, Websphere, Weblogic, JBoss Application Server, Tomcat, SOAP, Web Services, WSDL, JiBX, Oracle Coherence, Subversion, Linux, Groovy, Grails, Wordpress, Database Design, SDLC, Requirements Analysis, Software Project..., Agile Methodologies, Quality Assurance, Requirements Gathering, Life Insurance, Group Insurance, Variable Annuities
Education
Temple University 2011 — 2013
MS, Information Science and Technology
Pennsylvania State University-Great Valley Graduate Center 2009 — 2010
MS, Information Science
Franklin & Marshall College 2000 — 2004
BA, Mathematics Major, Logic FOS
Shara Coutourier's The Vanguard Group Experience 2004 - 2006
Job Associate at Heidrick & Struggles
Industry Management Consulting
Experience
Heidrick & Struggles February 2014 - Present
Booz Allen Hamilton August 2011 - January 2014
Washington Nationals June 2010 - August 2010
Trailblazer Studios January 2010 - March 2010
BCS, Inc. August 2006 - May 2009
The Vanguard Group 2004 - 2006
Education
Duke University - The Fuqua School of Business
MBA, Marketing
University of Cape Town
Master of Business Administration (MBA), Exchange Student
University of North Carolina at Greensboro
Bachelor of Science, Economics
West Charlotte Senior High
Heidrick & Struggles February 2014 - Present
Booz Allen Hamilton August 2011 - January 2014
Washington Nationals June 2010 - August 2010
Trailblazer Studios January 2010 - March 2010
BCS, Inc. August 2006 - May 2009
The Vanguard Group 2004 - 2006
Education
Duke University - The Fuqua School of Business
MBA, Marketing
University of Cape Town
Master of Business Administration (MBA), Exchange Student
University of North Carolina at Greensboro
Bachelor of Science, Economics
West Charlotte Senior High
Dawn Vespa's The Vanguard Group Experience July 2004 - March 2008
Job Senior Operations Specialist at Charles Schwab Trust Company
Industry Financial Services
Experience
Charles Schwab March 2009 - Present
Genworth Financial March 2008 - March 2009
The Vanguard Group July 2004 - March 2008
Albertson's 2002 - 2004
Education
Eastern Illinois University 1997 — 2002
Charles Schwab March 2009 - Present
Genworth Financial March 2008 - March 2009
The Vanguard Group July 2004 - March 2008
Albertson's 2002 - 2004
Education
Eastern Illinois University 1997 — 2002
Thomas Horn's The Vanguard Group Experience February 2001 - March 2003
Job Senior Financial Analyst at Ricoh Americas Corporation
Industry Accounting
Experience
Ricoh Americas Corporation December 2014 - Present
Ascena Retail Group, Inc. May 2014 - December 2014
Ellucian February 2013 - January 2014
AmeriGas October 2009 - May 2012
Sungard Availability Services August 2003 - August 2009
General Fiber Communications March 2003 - August 2003
The Vanguard Group February 2001 - March 2003
The Vanguard Group September 2000 - February 2001
Cingular Wireless April 2000 - September 2000
Cingular Wireless July 1999 - April 2000
Skills
Auditing, Accounting, Budgets, Analysis, Forecasting, Financial Analysis, Variance Analysis, Corporate Finance, Accounts Receivable, Policy, Business Analysis, Business Strategy, Management, Account Reconciliation, Internal Audit, Financial Forecasting, Inventory Management, Software Documentation, General Ledger, Strategy, Financial Reporting, PeopleSoft, Internal Controls, Finance, Fixed Assets, Compliance, Sarbanes-Oxley Act, Change Management, Contract Management, Process Improvement, Project Planning, GAAP, Budgeting
Education
Eastern University 2003 — 2005
MBA, Business Administration and Management, General
Philadelphia University 1994 — 1996
Bachelor of Applied Science (B.A.Sc.), Accounting
Ricoh Americas Corporation December 2014 - Present
Ascena Retail Group, Inc. May 2014 - December 2014
Ellucian February 2013 - January 2014
AmeriGas October 2009 - May 2012
Sungard Availability Services August 2003 - August 2009
General Fiber Communications March 2003 - August 2003
The Vanguard Group February 2001 - March 2003
The Vanguard Group September 2000 - February 2001
Cingular Wireless April 2000 - September 2000
Cingular Wireless July 1999 - April 2000
Skills
Auditing, Accounting, Budgets, Analysis, Forecasting, Financial Analysis, Variance Analysis, Corporate Finance, Accounts Receivable, Policy, Business Analysis, Business Strategy, Management, Account Reconciliation, Internal Audit, Financial Forecasting, Inventory Management, Software Documentation, General Ledger, Strategy, Financial Reporting, PeopleSoft, Internal Controls, Finance, Fixed Assets, Compliance, Sarbanes-Oxley Act, Change Management, Contract Management, Process Improvement, Project Planning, GAAP, Budgeting
Education
Eastern University 2003 — 2005
MBA, Business Administration and Management, General
Philadelphia University 1994 — 1996
Bachelor of Applied Science (B.A.Sc.), Accounting
Delia Zaldivar, PMP's The Vanguard Group Experience February 1989 - December 2002
Job Sr. IT Project Manager at Pulte Financial
Industry Information Technology and Services
Experience
Pulte Group, Inc. June 2012 - Present
Citibank July 2011 - June 2012
Barclaycard November 2010 - June 2011
JP Morgan Chase March 2010 - November 2010
Hirtle Callaghan & Co. December 2002 - June 2009
The Vanguard Group February 1989 - December 2002
Skills
Mobile Technology, NFC, Mobile Devices, Mobile Payments, Software Development, Integration, Vendor Management, Project Management, Process Improvement, Business Analysis, SDLC, MS Project, Risk Management, Agile Methodologies, Program Management
Education
Eastern University 2004 — 2005
Bachelor's degree, Management of Information Systems
Pulte Group, Inc. June 2012 - Present
Citibank July 2011 - June 2012
Barclaycard November 2010 - June 2011
JP Morgan Chase March 2010 - November 2010
Hirtle Callaghan & Co. December 2002 - June 2009
The Vanguard Group February 1989 - December 2002
Skills
Mobile Technology, NFC, Mobile Devices, Mobile Payments, Software Development, Integration, Vendor Management, Project Management, Process Improvement, Business Analysis, SDLC, MS Project, Risk Management, Agile Methodologies, Program Management
Education
Eastern University 2004 — 2005
Bachelor's degree, Management of Information Systems
frank DePaul's The Vanguard Group Experience September 1985 - July 2005
Job Financial Services Professional
Industry Financial Services
Experience
The Vanguard Group September 1985 - July 2005
The Vanguard Group September 1985 - July 2005
Skills
Financial Services, Relationship Management, Mutual Funds, Portfolio Management, Investments, Asset Management, Retirement Planning, Equities, Series 63, Risk Management, Business Analysis, Retirement, 401k, IRAs, ETFs, Series 7, Series 6, Banking, Alternative Investments, Wealth Management, Securities, Investment Strategies, FINRA, Asset Allocation
Education
Fairleigh Dickinson University 1960 — 1964
The Vanguard Group September 1985 - July 2005
The Vanguard Group September 1985 - July 2005
Skills
Financial Services, Relationship Management, Mutual Funds, Portfolio Management, Investments, Asset Management, Retirement Planning, Equities, Series 63, Risk Management, Business Analysis, Retirement, 401k, IRAs, ETFs, Series 7, Series 6, Banking, Alternative Investments, Wealth Management, Securities, Investment Strategies, FINRA, Asset Allocation
Education
Fairleigh Dickinson University 1960 — 1964
Julie E. Hocker's The Vanguard Group Experience September 2014 - Present
Job Risk Management at The Vanguard Group
Industry Investment Management
Experience
The Vanguard Group September 2014 - Present
Vanguard November 2013 - September 2014
Vanguard July 2012 - November 2013
The Vanguard Group June 2011 - July 2011
Department of Health and Human Services September 2005 - June 2010
The White House May 2004 - August 2004
Department of Health and Human Services June 2003 - November 2003
Harford County Executive's Office June 2000 - January 2003
Maryland General Assembly January 2001 - April 2001
Harford County Emergency Operations Center June 1997 - August 1999
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
Master of Business Administration
Georgetown University 2006 — 2006
Public Policy Institute
St. Mary's College of Maryland 2001 — 2005
BA, Economics and Political Science
The George Washington University 2003 — 2003
Semester in Washington, Graduate School of Poltical Management
C. Milton Wright High School 1997 — 2001
Diploma, Certificate of Merit
The Vanguard Group September 2014 - Present
Vanguard November 2013 - September 2014
Vanguard July 2012 - November 2013
The Vanguard Group June 2011 - July 2011
Department of Health and Human Services September 2005 - June 2010
The White House May 2004 - August 2004
Department of Health and Human Services June 2003 - November 2003
Harford County Executive's Office June 2000 - January 2003
Maryland General Assembly January 2001 - April 2001
Harford County Emergency Operations Center June 1997 - August 1999
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
Master of Business Administration
Georgetown University 2006 — 2006
Public Policy Institute
St. Mary's College of Maryland 2001 — 2005
BA, Economics and Political Science
The George Washington University 2003 — 2003
Semester in Washington, Graduate School of Poltical Management
C. Milton Wright High School 1997 — 2001
Diploma, Certificate of Merit
Kathy Coscia's The Vanguard Group Experience December 2009 - Present
Job Information Security Analyst at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group December 2009 - Present
The Vanguard Group December 1999 - December 2009
Education
Gettysburg College 1978 — 1982
The Vanguard Group December 2009 - Present
The Vanguard Group December 1999 - December 2009
Education
Gettysburg College 1978 — 1982
Kevin Barger's The Vanguard Group Experience September 2003 - March 2006
Job Investment Risk Analyst VP at PNC Capital Advisors
Industry Investment Management
Experience
PNC Capital Advisors March 2014 - Present
PNC Capital Advisors June 2012 - March 2014
PNC Capital Advisors April 2011 - June 2012
PNC Capital Advisors March 2006 - April 2011
The Vanguard Group September 2003 - March 2006
The Vanguard Group June 2000 - September 2003
The Vanguard Group June 1999 - June 2000
Skills
Equities, Financial Risk, Fixed Income, Mutual Funds, Asset Allocation, Economics, Investment Strategies, Portfolio Management, Bloomberg, Investments
Education
Franklin & Marshall College 1995 — 1999
BA, Economics
Villanova University 2008 — 2011
Mathematics
La Salle College High School 1991 — 1995
Academic
PNC Capital Advisors March 2014 - Present
PNC Capital Advisors June 2012 - March 2014
PNC Capital Advisors April 2011 - June 2012
PNC Capital Advisors March 2006 - April 2011
The Vanguard Group September 2003 - March 2006
The Vanguard Group June 2000 - September 2003
The Vanguard Group June 1999 - June 2000
Skills
Equities, Financial Risk, Fixed Income, Mutual Funds, Asset Allocation, Economics, Investment Strategies, Portfolio Management, Bloomberg, Investments
Education
Franklin & Marshall College 1995 — 1999
BA, Economics
Villanova University 2008 — 2011
Mathematics
La Salle College High School 1991 — 1995
Academic
Justin Mallory's The Vanguard Group Experience March 2003 - July 2006
Job Chief Estimator at Craig Builders
Industry Real Estate
Experience
Craig Builders August 2013 - Present
Real Property Inc April 2009 - August 2013
Stonehaus, Inc May 2007 - 2009
The Vanguard Group March 2003 - July 2006
Skills
Asset Management, Real Estate Development, Project Management, Financial Services, Real Estate, Asset Managment, Financial Analysis, Management, Property Management, Strategic Planning, Construction Management, Negotiation, Due Diligence, Contract Negotiation, Property, Leadership
Education
Florida State University 2008 — 2010
MBA, Business, Real Estate Finance & Analysis
North Carolina State University 2006 — 2007
Master’s Degree, Landscape Architecture Courses
Elon University 1998 — 2002
Bachelor of Arts (B.A.), History
Craig Builders August 2013 - Present
Real Property Inc April 2009 - August 2013
Stonehaus, Inc May 2007 - 2009
The Vanguard Group March 2003 - July 2006
Skills
Asset Management, Real Estate Development, Project Management, Financial Services, Real Estate, Asset Managment, Financial Analysis, Management, Property Management, Strategic Planning, Construction Management, Negotiation, Due Diligence, Contract Negotiation, Property, Leadership
Education
Florida State University 2008 — 2010
MBA, Business, Real Estate Finance & Analysis
North Carolina State University 2006 — 2007
Master’s Degree, Landscape Architecture Courses
Elon University 1998 — 2002
Bachelor of Arts (B.A.), History
Erica Deal's The Vanguard Group Experience March 2007 - Present
Job Project Administrator at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group March 2007 - Present
The Vanguard Group November 2005 - March 2007
Education
Penn State University 2008 — 2010
MBA, Business
Elon University - Martha and Spencer Love School of Business 2001 — 2005
The Vanguard Group March 2007 - Present
The Vanguard Group November 2005 - March 2007
Education
Penn State University 2008 — 2010
MBA, Business
Elon University - Martha and Spencer Love School of Business 2001 — 2005
Melissa Plew's The Vanguard Group Experience January 2008 - August 2010
Job Supervisor in Flagship at Vanguard
Industry Financial Services
Experience
Vanguard January 2010 - Present
The Vanguard Group January 2008 - August 2010
Vanguard 2005 - 2007
Vanguard Group 2004 - 2005
Skills
Series 6, Series 7, Mutual Funds, Investments, Retirement, Retirement Planning, ETFs, FINRA, Financial Services, Equities, Asset Allocation, Relationship Management, Change Management, Management, Project Management, Operations Management, Securities, Wealth Management, IRAs
Education
East Carolina University 2015 — 2017
Master of Business Administration (M.B.A.)
Vanguard January 2010 - Present
The Vanguard Group January 2008 - August 2010
Vanguard 2005 - 2007
Vanguard Group 2004 - 2005
Skills
Series 6, Series 7, Mutual Funds, Investments, Retirement, Retirement Planning, ETFs, FINRA, Financial Services, Equities, Asset Allocation, Relationship Management, Change Management, Management, Project Management, Operations Management, Securities, Wealth Management, IRAs
Education
East Carolina University 2015 — 2017
Master of Business Administration (M.B.A.)
Perwaiz Ahmed's The Vanguard Group Experience January 2009 - Present
Job IT Project Manager
Industry Information Technology and Services
Experience
The Vanguard Group January 2009 - Present
The Vanguard Group June 2001 - May 2009
The Vanguard Group July 2000 - June 2001
Skills
SDLC, Requirements Analysis, Business Analysis, Visio, Agile Methodologies, Software Project..., SharePoint, Vendor Management, Process Improvement, Requirements Gathering, SQL, Oracle, Project Management, Agile Project Management, IT Strategy, Business Intelligence, Integration, Microsoft SQL Server, Enterprise Architecture, LogRhythm, Information Security, MS Project, Security, Cloud Computing
Education
University of Scranton 1997 — 2000
MBA, Finance & Mgmt Information Systems
Eastern Connecticut State University 1994 — 1997
BBA, General
The Vanguard Group January 2009 - Present
The Vanguard Group June 2001 - May 2009
The Vanguard Group July 2000 - June 2001
Skills
SDLC, Requirements Analysis, Business Analysis, Visio, Agile Methodologies, Software Project..., SharePoint, Vendor Management, Process Improvement, Requirements Gathering, SQL, Oracle, Project Management, Agile Project Management, IT Strategy, Business Intelligence, Integration, Microsoft SQL Server, Enterprise Architecture, LogRhythm, Information Security, MS Project, Security, Cloud Computing
Education
University of Scranton 1997 — 2000
MBA, Finance & Mgmt Information Systems
Eastern Connecticut State University 1994 — 1997
BBA, General
Tony Trongone's The Vanguard Group Experience October 2005 - Present
Job Project Manager at The Vanguard Group
Industry Investment Management
Experience
The Vanguard Group October 2005 - Present
The Vanguard Group April 2006 - April 2012
Vanguard 1997 - 1998
Thomcomp Inc 1987 - 1997
Skills
IT Project Manager, IT Environments Manager, Project Management, Environments, Process Improvement, Resource Management, Waterfall, Business Analysis, Strategic Planning, Relationship Management, Program Management, Team Building
Education
Pennsylvania State University-Great Valley Graduate Center 2003 — 2007
MBA, Business
Eastern University 1997 — 2000
B.A., Business
The Vanguard Group October 2005 - Present
The Vanguard Group April 2006 - April 2012
Vanguard 1997 - 1998
Thomcomp Inc 1987 - 1997
Skills
IT Project Manager, IT Environments Manager, Project Management, Environments, Process Improvement, Resource Management, Waterfall, Business Analysis, Strategic Planning, Relationship Management, Program Management, Team Building
Education
Pennsylvania State University-Great Valley Graduate Center 2003 — 2007
MBA, Business
Eastern University 1997 — 2000
B.A., Business
Jack Nicholson's The Vanguard Group Experience July 2008 - May 2011
Job Vice President
Industry Financial Services
Experience
Dimensional Fund Advisors 2011 - Present
The Vanguard Group July 2008 - May 2011
Morgan Stanley May 2000 - August 2006
Education
Georgetown University - The McDonough School of Business 2006 — 2008
Master of Business Administration (MBA)
University of Portland 1996 — 2000
Bachelor of Arts (B.A.), Finance, General
Dimensional Fund Advisors 2011 - Present
The Vanguard Group July 2008 - May 2011
Morgan Stanley May 2000 - August 2006
Education
Georgetown University - The McDonough School of Business 2006 — 2008
Master of Business Administration (MBA)
University of Portland 1996 — 2000
Bachelor of Arts (B.A.), Finance, General
Barbara Tolle's The Vanguard Group Experience October 1974 - July 1988
Job Director at Forward
Industry Financial Services
Experience
Forward March 2006 - Present
PFPC Inc. 1999 - 2006
First Data Investor Services Group December 1998 - December 1999
Fund/Plan Services, Inc. July 1988 - December 1998
The Vanguard Group October 1974 - July 1988
Skills
Accounting, Alternative Investments, Mutual Funds, Investments, Asset Management
Education
Georgetown University
Language and Linguistics
Strayer Business College
Business
Ursinus College
Finance
Forward March 2006 - Present
PFPC Inc. 1999 - 2006
First Data Investor Services Group December 1998 - December 1999
Fund/Plan Services, Inc. July 1988 - December 1998
The Vanguard Group October 1974 - July 1988
Skills
Accounting, Alternative Investments, Mutual Funds, Investments, Asset Management
Education
Georgetown University
Language and Linguistics
Strayer Business College
Business
Ursinus College
Finance
Robin Menya's The Vanguard Group Experience 2004 - 2005
Job Program Director at Comcast
Industry Information Technology and Services
Experience
GSI Commerce, an eBay subsidiary May 2012 - December 2012
SunGard Availability Services September 2009 - June 2011
SEI Investments February 2006 - February 2009
The Vanguard Group 2004 - 2005
The Vanguard Group 2002 - 2004
The Vanguard Group 2000 - 2002
The Vanguard Group 1998 - 2000
PricewaterhouseCoopers 1997 - 1998
Atlantic Richfield Company (ARCO) 1993 - 1996
Skills
Program Management, Management, Product Management, CRM, Portfolio Management, Risk Management, Process Improvement, Change Management, Analysis, Business Process
Education
Eastern University
B.S., Accounting
GSI Commerce, an eBay subsidiary May 2012 - December 2012
SunGard Availability Services September 2009 - June 2011
SEI Investments February 2006 - February 2009
The Vanguard Group 2004 - 2005
The Vanguard Group 2002 - 2004
The Vanguard Group 2000 - 2002
The Vanguard Group 1998 - 2000
PricewaterhouseCoopers 1997 - 1998
Atlantic Richfield Company (ARCO) 1993 - 1996
Skills
Program Management, Management, Product Management, CRM, Portfolio Management, Risk Management, Process Improvement, Change Management, Analysis, Business Process
Education
Eastern University
B.S., Accounting
Cristina Caraballo-Turchiano's The Vanguard Group Experience June 2008 - March 2010
Job at
Industry Financial Services
Experience
Ernst & Young August 2015 - Present
Vanguard June 2014 - August 2015
Vanguard December 2012 - June 2014
Vanguard February 2010 - December 2012
The Vanguard Group June 2008 - March 2010
The Vanguard Group November 2005 - June 2008
The Vanguard Group October 2003 - November 2005
Skills
Leadership, Management, Project Management, Quality Assurance, Team Building, Series 7, Securities, Finance, Six Sigma, Retirement Planning, Customer Service, Team Leadership, Risk Management, Financial Services, Financial Analysis, Analysis, Investments, Series 6, Portfolio Management, Mutual Funds, Relationship Management, Process Improvement
Education
University of Phoenix 2005 — 2007
Master's, Information Systems
Florida International University
Bachelor's, Physics, Math
University of West Florida
Bachelor's, Physics, Math
Ernst & Young August 2015 - Present
Vanguard June 2014 - August 2015
Vanguard December 2012 - June 2014
Vanguard February 2010 - December 2012
The Vanguard Group June 2008 - March 2010
The Vanguard Group November 2005 - June 2008
The Vanguard Group October 2003 - November 2005
Skills
Leadership, Management, Project Management, Quality Assurance, Team Building, Series 7, Securities, Finance, Six Sigma, Retirement Planning, Customer Service, Team Leadership, Risk Management, Financial Services, Financial Analysis, Analysis, Investments, Series 6, Portfolio Management, Mutual Funds, Relationship Management, Process Improvement
Education
University of Phoenix 2005 — 2007
Master's, Information Systems
Florida International University
Bachelor's, Physics, Math
University of West Florida
Bachelor's, Physics, Math
Tanisha Goodman's The Vanguard Group Experience January 2011 - Present
Job Project Manager at The Vanguard Group
Industry Information Technology and Services
Experience
The Vanguard Group January 2011 - Present
Vanguard November 1999 - December 2010
Skills
SDLC, Agile Methodologies, Software Project..., Requirements Analysis, Agile Project Management, Scrum, Visio, SQL, Process Improvement
Education
Winthrop University 2002 — 2004
M.S., Software Development
Francis Marion University 1995 — 1997
Bachelor of Business Administration, Management Information Systems
University of South Carolina 1992 — 1994
Information Systems Management
The Vanguard Group January 2011 - Present
Vanguard November 1999 - December 2010
Skills
SDLC, Agile Methodologies, Software Project..., Requirements Analysis, Agile Project Management, Scrum, Visio, SQL, Process Improvement
Education
Winthrop University 2002 — 2004
M.S., Software Development
Francis Marion University 1995 — 1997
Bachelor of Business Administration, Management Information Systems
University of South Carolina 1992 — 1994
Information Systems Management
Matthew Baldasari's The Vanguard Group Experience September 2008 - August 2010
Job at Judith A Baldasari CPA & Associates
Industry Accounting
Experience
Judith A Baldasari CPA & Associates August 2010 - Present
The Vanguard Group September 2008 - August 2010
The Vanguard Group September 2005 - September 2008
Skills
Mutual Funds, Retirement Planning, Investments, Investment Strategies, Accounting, Budgeting, Budgets, Leadership, Finance, Financial Analysis, Financial Services, Relationship Management, Retirement, Estate Planning, Series 63, Series 7
Education
Fairfield University 2001 — 2005
Bachelor of Arts (B.A.), English Language and Literature, General
Judith A Baldasari CPA & Associates August 2010 - Present
The Vanguard Group September 2008 - August 2010
The Vanguard Group September 2005 - September 2008
Skills
Mutual Funds, Retirement Planning, Investments, Investment Strategies, Accounting, Budgeting, Budgets, Leadership, Finance, Financial Analysis, Financial Services, Relationship Management, Retirement, Estate Planning, Series 63, Series 7
Education
Fairfield University 2001 — 2005
Bachelor of Arts (B.A.), English Language and Literature, General
Heather Minnix's The Vanguard Group Experience
Job Team Manager at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group
Skills
SQL, Microsoft Excel, Customer Service, Project Management, Agile Methodologies, PowerPoint, DataStage, COBOL
Education
University of North Carolina at Charlotte 2007 — 2009
Master's degree, Business Administration and Management, General
Gardner-Webb University 1994 — 1998
Bachelor’s Degree, Accounting and Business/Management
The Vanguard Group
Skills
SQL, Microsoft Excel, Customer Service, Project Management, Agile Methodologies, PowerPoint, DataStage, COBOL
Education
University of North Carolina at Charlotte 2007 — 2009
Master's degree, Business Administration and Management, General
Gardner-Webb University 1994 — 1998
Bachelor’s Degree, Accounting and Business/Management
Jacob McCulloch's The Vanguard Group Experience July 2011 - January 2013
Job Supervisor at Vanguard
Industry Financial Services
Experience
Vanguard March 2014 - Present
Vanguard January 2013 - March 2014
The Vanguard Group July 2011 - January 2013
The Vanguard Group June 2007 - July 2011
Skills
Mutual Funds, Equities, ETFs, Series 63, Series 7, Asset Allocation, Securities, Retirement Planning, Wealth Management, Bloomberg, Investments, Portfolio Management, Equity Trading, Series 6
Education
East Carolina University 2012 — 2015
Master of Business Administration (M.B.A.)
East Carolina University - College of Business 2003 — 2007
Bachelor of Science in Business Administration, Managerial Finance
Vanguard March 2014 - Present
Vanguard January 2013 - March 2014
The Vanguard Group July 2011 - January 2013
The Vanguard Group June 2007 - July 2011
Skills
Mutual Funds, Equities, ETFs, Series 63, Series 7, Asset Allocation, Securities, Retirement Planning, Wealth Management, Bloomberg, Investments, Portfolio Management, Equity Trading, Series 6
Education
East Carolina University 2012 — 2015
Master of Business Administration (M.B.A.)
East Carolina University - College of Business 2003 — 2007
Bachelor of Science in Business Administration, Managerial Finance
David Valyo's The Vanguard Group Experience September 1992 - July 2008
Job Safety and Security at IKEA Group
Industry Security and Investigations
Experience
IKEA Group September 2014 - Present
QVC August 2013 - February 2015
AlliedBarton Security Services March 2009 - May 2013
The Vanguard Group September 1992 - July 2008
Johnson Matthey 1984 - 1991
Wyeth September 1981 - July 1984
Skills
Investigations, Security, Private Investigations, Security Management, Risk Assessment, Emergency Management, Physical Security, Security Operations, Investigation, Access Control, Team Building, Surveillance, Corporate Security, Security Training, Executive Protection, Protection, Training, Security Audits, Security Awareness, Crisis Management, Internal Investigations, Background Checks, Alarm Systems, Firearms, Counterterrorism, CCTV, Tactics, Vulnerability Assessment, Enforcement, Fraud, Criminal Justice, Security+, Asset Protection, Homeland Security, Police, Workplace Violence, Criminal Investigations, Public Safety, Supervisory Skills, Evidence, Weapons, Law Enforcement
Education
West Chester University of Pennsylvania 1980 — 1984
MS, Criminal Justice
Gannon University 1972 — 1976
BA, Criminal Justice
IKEA Group September 2014 - Present
QVC August 2013 - February 2015
AlliedBarton Security Services March 2009 - May 2013
The Vanguard Group September 1992 - July 2008
Johnson Matthey 1984 - 1991
Wyeth September 1981 - July 1984
Skills
Investigations, Security, Private Investigations, Security Management, Risk Assessment, Emergency Management, Physical Security, Security Operations, Investigation, Access Control, Team Building, Surveillance, Corporate Security, Security Training, Executive Protection, Protection, Training, Security Audits, Security Awareness, Crisis Management, Internal Investigations, Background Checks, Alarm Systems, Firearms, Counterterrorism, CCTV, Tactics, Vulnerability Assessment, Enforcement, Fraud, Criminal Justice, Security+, Asset Protection, Homeland Security, Police, Workplace Violence, Criminal Investigations, Public Safety, Supervisory Skills, Evidence, Weapons, Law Enforcement
Education
West Chester University of Pennsylvania 1980 — 1984
MS, Criminal Justice
Gannon University 1972 — 1976
BA, Criminal Justice
Chad Peters's The Vanguard Group Experience July 2000 - November 2002
Job Vice President at State Street
Industry Investment Management
Experience
State Street August 2011 - Present
SEI Investments November 2010 - August 2011
State Street October 2008 - November 2010
State Street October 2006 - October 2008
Evergreen Investments June 2006 - October 2006
Evergreen Investments March 2004 - June 2006
Radian December 2002 - March 2004
The Vanguard Group July 2000 - November 2002
American Express Financial Advisors January 2000 - July 2000
Skills
Equities, Fixed Income, Bloomberg, Securities, Mutual Funds, Portfolio Management, Asset Management, Investments, Alternative Investments, Hedge Funds, Series 7, Financial Services, Derivatives, Trading, Middle Office, Investment Management, Corporate Actions, Emerging Markets, Business Analysis
Education
Villanova University 2004 — 2007
MBA, Finance
East China Normal University 2006 — 2006
Credits for MBA Degree
University of Pittsburgh 1995 — 1999
B.A., Economics
State Street August 2011 - Present
SEI Investments November 2010 - August 2011
State Street October 2008 - November 2010
State Street October 2006 - October 2008
Evergreen Investments June 2006 - October 2006
Evergreen Investments March 2004 - June 2006
Radian December 2002 - March 2004
The Vanguard Group July 2000 - November 2002
American Express Financial Advisors January 2000 - July 2000
Skills
Equities, Fixed Income, Bloomberg, Securities, Mutual Funds, Portfolio Management, Asset Management, Investments, Alternative Investments, Hedge Funds, Series 7, Financial Services, Derivatives, Trading, Middle Office, Investment Management, Corporate Actions, Emerging Markets, Business Analysis
Education
Villanova University 2004 — 2007
MBA, Finance
East China Normal University 2006 — 2006
Credits for MBA Degree
University of Pittsburgh 1995 — 1999
B.A., Economics
Gregory T. Turner Jr.'s The Vanguard Group Experience May 2007 - January 2009
Job Global and Information Security Procurement Lead at Vanguard
Industry Financial Services
Experience
Vanguard October 2012 - Present
Vanguard March 2011 - October 2012
Vanguard July 2008 - March 2011
United Way of Southeastern Pennsylvania August 2010 - December 2010
The Vanguard Group May 2007 - January 2009
Skills
Leadership, Project Management, Marketing, Fundraising, Business Development, Contract Negotiation, SharePoint, Research, Community Engagement, Advertising, Procurement, Procure-to-Pay, RFP, RFQ, Manage Client..., Financial Services, Social Media, Brand Management, Big Data, Cloud Applications, SaaS, Microsoft Applications, Information Security, Enterprise Risk..., Global Security, CRM, Strategic Communications
Education
Saint Joseph's University 2014 — 2016
Executive MBA, Business Administration and Management, General
Eastern University 2011 — 2012
Bachelor of Arts (BA), Individualized Major in Management Studies
University of Pittsburgh 1997 — 1999
Business
Vanguard October 2012 - Present
Vanguard March 2011 - October 2012
Vanguard July 2008 - March 2011
United Way of Southeastern Pennsylvania August 2010 - December 2010
The Vanguard Group May 2007 - January 2009
Skills
Leadership, Project Management, Marketing, Fundraising, Business Development, Contract Negotiation, SharePoint, Research, Community Engagement, Advertising, Procurement, Procure-to-Pay, RFP, RFQ, Manage Client..., Financial Services, Social Media, Brand Management, Big Data, Cloud Applications, SaaS, Microsoft Applications, Information Security, Enterprise Risk..., Global Security, CRM, Strategic Communications
Education
Saint Joseph's University 2014 — 2016
Executive MBA, Business Administration and Management, General
Eastern University 2011 — 2012
Bachelor of Arts (BA), Individualized Major in Management Studies
University of Pittsburgh 1997 — 1999
Business
William Myers's The Vanguard Group Experience September 2008 - August 2009
Job Director of Strategy & Business Development at RentACenter
Industry Retail
Experience
Rent-A-Center January 2015 - Present
Rent-A-Center February 2013 - December 2014
Celanese June 2011 - February 2013
Celanese May 2010 - August 2010
The Vanguard Group September 2008 - August 2009
The Vanguard Group September 2007 - September 2008
Sheehy Nissan December 2004 - August 2005
Skills
Cross-functional Team..., Strategy, Business Strategy, Leadership, Mergers & Acquisitions, Valuation, Management, Financial Analysis, CRM, Finance, Six Sigma, Microsoft Excel, Process Improvement, Staff Development, Modeling, Problem Solving, Data Analysis, Customer Service, Visual Basic, Strategic Planning, Team Building, Communication, International Business
Education
Georgia Institute of Technology 2009 — 2011
MBA, Strategy & Finance, 3.96
University of Pittsburgh 2005 — 2007
BSBA, Finance, 3.54
University of Delaware 1997 — 2000
None obtained, Computer Engineering
Severna Park Senior H.S. 1992 — 1996
Rent-A-Center January 2015 - Present
Rent-A-Center February 2013 - December 2014
Celanese June 2011 - February 2013
Celanese May 2010 - August 2010
The Vanguard Group September 2008 - August 2009
The Vanguard Group September 2007 - September 2008
Sheehy Nissan December 2004 - August 2005
Skills
Cross-functional Team..., Strategy, Business Strategy, Leadership, Mergers & Acquisitions, Valuation, Management, Financial Analysis, CRM, Finance, Six Sigma, Microsoft Excel, Process Improvement, Staff Development, Modeling, Problem Solving, Data Analysis, Customer Service, Visual Basic, Strategic Planning, Team Building, Communication, International Business
Education
Georgia Institute of Technology 2009 — 2011
MBA, Strategy & Finance, 3.96
University of Pittsburgh 2005 — 2007
BSBA, Finance, 3.54
University of Delaware 1997 — 2000
None obtained, Computer Engineering
Severna Park Senior H.S. 1992 — 1996
Joseph Budd's The Vanguard Group Experience February 2007 - September 2008
Job Associate Attorney at Bowles Rice LLP
Industry Law Practice
Experience
Bowles Rice LLP April 2014 - Present
BNY Mellon October 2008 - August 2010
The Vanguard Group February 2007 - September 2008
Skills
Data Analysis, Financial Analysis, Courts, Access, Legal Research, Microsoft Excel, Valuation, Litigation, Microsoft Office, Financial Modeling, PowerPoint, Westlaw, Legal Writing, Project Management, Finance, Mediation, Commercial Litigation, Analysis, Investments, Financial Services
Education
Duquesne University School of Law 2010 — 2013
Doctor of Law (JD), Law
Penn State University 2002 — 2006
BS, Finance
Bowles Rice LLP April 2014 - Present
BNY Mellon October 2008 - August 2010
The Vanguard Group February 2007 - September 2008
Skills
Data Analysis, Financial Analysis, Courts, Access, Legal Research, Microsoft Excel, Valuation, Litigation, Microsoft Office, Financial Modeling, PowerPoint, Westlaw, Legal Writing, Project Management, Finance, Mediation, Commercial Litigation, Analysis, Investments, Financial Services
Education
Duquesne University School of Law 2010 — 2013
Doctor of Law (JD), Law
Penn State University 2002 — 2006
BS, Finance
Courtenay Robinson's The Vanguard Group Experience August 2007 - June 2009
Job Bozzuto Group
Industry Real Estate
Experience
The Bozzuto Group April 2011 - Present
The Vanguard Group August 2007 - June 2009
Skills
Event Planning, Interior Design, Microsoft Office, Social Media, Marketing, Social Media Marketing
Education
Moore College of Art and Design 2010 — 2011
Certificate, Interior Design
Elizabethtown College 2003 — 2007
BS, Marketing
The Bozzuto Group April 2011 - Present
The Vanguard Group August 2007 - June 2009
Skills
Event Planning, Interior Design, Microsoft Office, Social Media, Marketing, Social Media Marketing
Education
Moore College of Art and Design 2010 — 2011
Certificate, Interior Design
Elizabethtown College 2003 — 2007
BS, Marketing
Kevin Laughlin, CFP's The Vanguard Group Experience 1999 - 2011
Job Strategist at Vanguard
Industry Financial Services
Experience
Vanguard 2011 - Present
The Vanguard Group 1999 - 2011
Skills
Mutual Funds, Portfolio Management, Analytics, Management, Risk Management, Financial Services, Business Analysis, Investments, Relationship Management, Financial Analysis, Strategic Planning, Financial Planning, Project Management, Marketing Strategy, Equities, Asset Management, Financial Modeling, Strategic Financial...
Education
Penn State University 1997 — 2000
MBA
Duquesne University 1989 — 1993
Vanguard 2011 - Present
The Vanguard Group 1999 - 2011
Skills
Mutual Funds, Portfolio Management, Analytics, Management, Risk Management, Financial Services, Business Analysis, Investments, Relationship Management, Financial Analysis, Strategic Planning, Financial Planning, Project Management, Marketing Strategy, Equities, Asset Management, Financial Modeling, Strategic Financial...
Education
Penn State University 1997 — 2000
MBA
Duquesne University 1989 — 1993
Jeremy D. Kinsey's The Vanguard Group Experience March 2008 - April 2011
Job Availability Manager at Vanguard
Industry Financial Services
Experience
Vanguard November 2012 - Present
Vanguard April 2011 - November 2012
The Vanguard Group March 2008 - April 2011
The Vanguard Group May 2006 - December 2007
Vanguard January 2005 - April 2006
Vanguard June 2000 - December 2004
Skills
Agile Methodologies, Software Project..., Testing, Scrum, Waterfall, System Testing, Defined Benefit, Strategic Planning, Agile Project Management, Requirements Analysis, PMP, Process Improvement, IT Strategy, Business Analysis, Agile, System Administration, ITIL, Requirements Gathering, Visio, Leadership, Project Management
Education
St. Joseph's University 2010 — 2014
MBA, Business Intelligence, 3.67
Eastern University 2002 — 2004
BS, Organizational Management
Susquehanna Township High School
Vanguard November 2012 - Present
Vanguard April 2011 - November 2012
The Vanguard Group March 2008 - April 2011
The Vanguard Group May 2006 - December 2007
Vanguard January 2005 - April 2006
Vanguard June 2000 - December 2004
Skills
Agile Methodologies, Software Project..., Testing, Scrum, Waterfall, System Testing, Defined Benefit, Strategic Planning, Agile Project Management, Requirements Analysis, PMP, Process Improvement, IT Strategy, Business Analysis, Agile, System Administration, ITIL, Requirements Gathering, Visio, Leadership, Project Management
Education
St. Joseph's University 2010 — 2014
MBA, Business Intelligence, 3.67
Eastern University 2002 — 2004
BS, Organizational Management
Susquehanna Township High School
Ted Griffith's The Vanguard Group Experience September 2011 - Present
Job Writer at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group September 2011 - Present
Education
Emerson College 1990 — 1994
B.A., Mass Communication (Journalism)
Devon Prep
The Vanguard Group September 2011 - Present
Education
Emerson College 1990 — 1994
B.A., Mass Communication (Journalism)
Devon Prep
Loura Oswald's The Vanguard Group Experience May 2008 - July 2012
Job Registered Financial Assistant @ Undisclosed Company
Industry Investment Management
Experience
- undisclosed company October 2012 - Present
The Vanguard Group May 2008 - July 2012
Skills
Series 7, Series 63, ETFs, Mutual Funds
Education
Eastern New Mexico University
Bachelor's Degree, Business Administration, Management and Operations & Human Resource Management
- undisclosed company October 2012 - Present
The Vanguard Group May 2008 - July 2012
Skills
Series 7, Series 63, ETFs, Mutual Funds
Education
Eastern New Mexico University
Bachelor's Degree, Business Administration, Management and Operations & Human Resource Management
Darone Littleton's The Vanguard Group Experience December 2008 - July 2011
Job Manager Retail Division Contingency at Vanguard
Industry Financial Services
Experience
Vanguard March 2015 - Present
Vanguard January 2013 - March 2015
Vanguard July 2012 - December 2012
Vanguard Investments Australia July 2011 - June 2012
The Vanguard Group December 2008 - July 2011
The KLJ Group 2006 - 2009
Wealth Management Group 2001 - 2005
Skills
Business Analysis, Project Management, IT Procurement, Financial Analysis, Strategy, Relationship Management, International Project..., Contract Negotiation, Risk Management, Procurement, Vendor Management, Financial Services, Business Process...
Education
Emory University - Goizueta Business School 1997 — 2001
MBA, Corporate Finance
Emory University School of Law 1997 — 2001
JD, Corporate Finance Law
Morehouse College 1993 — 1997
BA, Finance
Troy High School 1989 — 1993
Diploma, Math, Science
Vanguard March 2015 - Present
Vanguard January 2013 - March 2015
Vanguard July 2012 - December 2012
Vanguard Investments Australia July 2011 - June 2012
The Vanguard Group December 2008 - July 2011
The KLJ Group 2006 - 2009
Wealth Management Group 2001 - 2005
Skills
Business Analysis, Project Management, IT Procurement, Financial Analysis, Strategy, Relationship Management, International Project..., Contract Negotiation, Risk Management, Procurement, Vendor Management, Financial Services, Business Process...
Education
Emory University - Goizueta Business School 1997 — 2001
MBA, Corporate Finance
Emory University School of Law 1997 — 2001
JD, Corporate Finance Law
Morehouse College 1993 — 1997
BA, Finance
Troy High School 1989 — 1993
Diploma, Math, Science
Beau Barnes's The Vanguard Group Experience March 2004 - February 2008
Job Branch Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade November 2011 - Present
Merrill Lynch November 2009 - October 2011
Bank of America March 2009 - November 2009
Bank of America October 2008 - March 2009
RolloverSystems February 2008 - October 2008
The Vanguard Group March 2004 - February 2008
Skills
Investments, Financial Services, Series 7, Series 63, CRM, Management, Retirement, Financial Advisory, Banking, Mutual Funds, Retirement Planning, Finance, Securities, Wealth Management
Education
The American College 2006 — 2008
Certified Financial Planning Program
East Carolina University - College of Business 1999 — 2003
BSBA, Managerial Finance, Business Management
Scottrade November 2011 - Present
Merrill Lynch November 2009 - October 2011
Bank of America March 2009 - November 2009
Bank of America October 2008 - March 2009
RolloverSystems February 2008 - October 2008
The Vanguard Group March 2004 - February 2008
Skills
Investments, Financial Services, Series 7, Series 63, CRM, Management, Retirement, Financial Advisory, Banking, Mutual Funds, Retirement Planning, Finance, Securities, Wealth Management
Education
The American College 2006 — 2008
Certified Financial Planning Program
East Carolina University - College of Business 1999 — 2003
BSBA, Managerial Finance, Business Management
Robert Harrell's The Vanguard Group Experience June 2004 - December 2004
Job Solution Architect and Senior Manager for ERP Implementations
Industry Information Technology and Services
Experience
Service P2P Corp October 2010 - Present
Collective Brands, Inc. February 2010 - September 2010
ADESA November 2009 - June 2010
ACN January 2009 - November 2009
Transocean June 2008 - December 2008
Winn Dixie Stores January 2008 - July 2008
CarMax January 2007 - September 2007
UPMC January 2006 - December 2006
Nationwide Insurance January 2005 - December 2005
The Vanguard Group June 2004 - December 2004
Skills
Business Process, Integration, PeopleSoft, Project Management, Strategy, Management, Analysis, Procurement, Supply Chain, Sourcing, Strategic Sourcing, Outsourcing, Accounts Payable
Education
Georgia State University 1991 — 2006
Bachelor of Science, Finance
Service P2P Corp October 2010 - Present
Collective Brands, Inc. February 2010 - September 2010
ADESA November 2009 - June 2010
ACN January 2009 - November 2009
Transocean June 2008 - December 2008
Winn Dixie Stores January 2008 - July 2008
CarMax January 2007 - September 2007
UPMC January 2006 - December 2006
Nationwide Insurance January 2005 - December 2005
The Vanguard Group June 2004 - December 2004
Skills
Business Process, Integration, PeopleSoft, Project Management, Strategy, Management, Analysis, Procurement, Supply Chain, Sourcing, Strategic Sourcing, Outsourcing, Accounts Payable
Education
Georgia State University 1991 — 2006
Bachelor of Science, Finance
Alton Jones's The Vanguard Group Experience February 2010 - Present
Job Trainer at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group February 2010 - Present
Vanguard February 2010 - Present
The Vanguard Group 1992 - January 2010
Education
East Stroudsburg University of Pennsylvania 1975 — 1978
BA, Teacher
The Vanguard Group February 2010 - Present
Vanguard February 2010 - Present
The Vanguard Group 1992 - January 2010
Education
East Stroudsburg University of Pennsylvania 1975 — 1978
BA, Teacher
Doug Carlson's The Vanguard Group Experience 2007 - Present
Job Head of Bank & Institutional Channel Management at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group 2007 - Present
Brown Brothers Harriman 2001 - 2007
Deutsche Bank (acquired Bankers Trust) September 1997 - September 2000
Barclays Bank PLC 1996 - 1997
J.P. Morgan 1988 - 1996
Skills
General Management, Banking, Client Relationship..., Client Development, Mutual Funds, Risk, Client Service, Financial Risk, Leadership, Client Services, Product Management, Financial Services, Relationship Management, CRM, Management, Managing Distribution..., Strategy, Cash Management
Education
Fuqua School of Business, Duke University 2011 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
Susquehanna University 1984 — 1988
BS Business Administration, Finance and Information Systems
The Vanguard Group 2007 - Present
Brown Brothers Harriman 2001 - 2007
Deutsche Bank (acquired Bankers Trust) September 1997 - September 2000
Barclays Bank PLC 1996 - 1997
J.P. Morgan 1988 - 1996
Skills
General Management, Banking, Client Relationship..., Client Development, Mutual Funds, Risk, Client Service, Financial Risk, Leadership, Client Services, Product Management, Financial Services, Relationship Management, CRM, Management, Managing Distribution..., Strategy, Cash Management
Education
Fuqua School of Business, Duke University 2011 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
Susquehanna University 1984 — 1988
BS Business Administration, Finance and Information Systems
Megan Knauss's The Vanguard Group Experience July 2009 - March 2012
Job Project Manager
Industry Computer Software
Andrews Amankwah's The Vanguard Group Experience July 1996 - February 2000
Job Vice President at BNYM
Industry Banking
Experience
BNYM Vice PresidentBank of New York Mellon2000 - Present
Societe Generale 2011 - 2012
The Bank of New York 2004 - 2007
The Vanguard Group July 1996 - February 2000
Skills
Sarbanes-Oxley Act, Data Analysis, Alternative Investments, Customer Service
Education
Eastern University 1993 — 1996
MBA, Finance
BNYM Vice PresidentBank of New York Mellon2000 - Present
Societe Generale 2011 - 2012
The Bank of New York 2004 - 2007
The Vanguard Group July 1996 - February 2000
Skills
Sarbanes-Oxley Act, Data Analysis, Alternative Investments, Customer Service
Education
Eastern University 1993 — 1996
MBA, Finance
John Reaney, CISA, CISSP's The Vanguard Group Experience 2008 - May 2012
Job Information Technology Audit Manager
Industry Financial Services
Experience
Vanguard September 2008 - Present
The Vanguard Group 2008 - May 2012
Wells Fargo 2005 - 2008
Wachovia Corporation 2005 - 2008
Bank of America 1995 - 2005
United States Air Force 1988 - 1995
Skills
CISSP, CISA, IT Audit, Information Security, Risk Management, Enterprise Risk..., Internal Audit, Auditing, Risk Assessment, Internal Controls
Education
University of Central Florida 1990 — 1994
BS, Systems Engineering
Eastern Florida State College 1989 — 1991
AA, General
Vanguard September 2008 - Present
The Vanguard Group 2008 - May 2012
Wells Fargo 2005 - 2008
Wachovia Corporation 2005 - 2008
Bank of America 1995 - 2005
United States Air Force 1988 - 1995
Skills
CISSP, CISA, IT Audit, Information Security, Risk Management, Enterprise Risk..., Internal Audit, Auditing, Risk Assessment, Internal Controls
Education
University of Central Florida 1990 — 1994
BS, Systems Engineering
Eastern Florida State College 1989 — 1991
AA, General
Thomas Derenzo's The Vanguard Group Experience January 2005 - September 2007
Job Program Manager – Lippincott CoursePoint at Wolters Kluwer Health
Industry Publishing
Experience
Wolters Kluwer Health July 2013 - Present
Wolters Kluwer Health 2009 - Present
Wolters Kluwer Health August 2007 - Present
Lippincott Williams & Wilkins February 2008 - August 2009
The Vanguard Group January 2005 - September 2007
The Vanguard Group January 2000 - January 2005
Drinker, Biddle & Reath LLP January 1998 - January 2000
Skills
Publishing, Content Development, Books, Proofreading, Digital Strategy, Product Management, Marketing, Copywriting, E-commerce, Academic Publishing, Publications, Editing, Editorial, Copy Editing, Ebooks, Management, Content Management, Online Publishing, Content Strategy
Education
Rosemont College 2007 — 2011
MA, English Literature and Publishing
Elizabethtown College 1994 — 1998
BA, English Literature
Wolters Kluwer Health July 2013 - Present
Wolters Kluwer Health 2009 - Present
Wolters Kluwer Health August 2007 - Present
Lippincott Williams & Wilkins February 2008 - August 2009
The Vanguard Group January 2005 - September 2007
The Vanguard Group January 2000 - January 2005
Drinker, Biddle & Reath LLP January 1998 - January 2000
Skills
Publishing, Content Development, Books, Proofreading, Digital Strategy, Product Management, Marketing, Copywriting, E-commerce, Academic Publishing, Publications, Editing, Editorial, Copy Editing, Ebooks, Management, Content Management, Online Publishing, Content Strategy
Education
Rosemont College 2007 — 2011
MA, English Literature and Publishing
Elizabethtown College 1994 — 1998
BA, English Literature
Corey Massey's The Vanguard Group Experience June 2007 - May 2011
Job Manager at Vanguard
Industry Financial Services
Experience
Vanguard June 2007 - Present
The Vanguard Group June 2007 - May 2011
Ford Motor Company January 2000 - August 2003
Education
Florida Agricultural and Mechanical University 1988 — 1993
B.S., Accounting
Flint Beecher High School
Vanguard June 2007 - Present
The Vanguard Group June 2007 - May 2011
Ford Motor Company January 2000 - August 2003
Education
Florida Agricultural and Mechanical University 1988 — 1993
B.S., Accounting
Flint Beecher High School
Karen Urie-West's The Vanguard Group Experience August 1998 - 2002
Job Manager, Retail Services at Vanguard
Industry Financial Services
Experience
Vanguard June 2014 - Present
Vanguard January 2002 - June 2014
The Vanguard Group August 1998 - 2002
Vanguard March 1998 - August 1998
Skills
Series 7, Series 24, Series 63, Mutual Funds, 401k, Series 6, Defined Benefit, Retirement Planning, Defined Contribution, Financial Services, Relationship Management, ETFs, ERISA, Leadership, CRM, Retirement, Investments, Asset Allocation, Finance, Portfolio Management, Asset Management, Wealth Management, Equities, Securities, Risk Management, Investment Strategies, FINRA
Education
University of Pennsylvania - The Wharton School 2011 — 2012
Certificate in Finance and Accounting
Franklin & Marshall College 1991 — 1995
BA, English
Vanguard June 2014 - Present
Vanguard January 2002 - June 2014
The Vanguard Group August 1998 - 2002
Vanguard March 1998 - August 1998
Skills
Series 7, Series 24, Series 63, Mutual Funds, 401k, Series 6, Defined Benefit, Retirement Planning, Defined Contribution, Financial Services, Relationship Management, ETFs, ERISA, Leadership, CRM, Retirement, Investments, Asset Allocation, Finance, Portfolio Management, Asset Management, Wealth Management, Equities, Securities, Risk Management, Investment Strategies, FINRA
Education
University of Pennsylvania - The Wharton School 2011 — 2012
Certificate in Finance and Accounting
Franklin & Marshall College 1991 — 1995
BA, English
Carl Russo's The Vanguard Group Experience October 1996 - Present
Job Project Manager at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group October 1996 - Present
Skills
Agile Project Management, Software Project..., Agile Methodologies, Scrum, Requirements Analysis, Project Management, MS Project
Education
Florida Atlantic University 1988 — 1990
Bachelor's degree, Corporate Management
The Vanguard Group October 1996 - Present
Skills
Agile Project Management, Software Project..., Agile Methodologies, Scrum, Requirements Analysis, Project Management, MS Project
Education
Florida Atlantic University 1988 — 1990
Bachelor's degree, Corporate Management
Mark Siuta's The Vanguard Group Experience January 2009 - Present
Job Investment Analyst The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group January 2009 - Present
Education
East Carolina University 2000 — 2002
Bachelor of Science (BS), Finance and Financial Management Services
The Vanguard Group January 2009 - Present
Education
East Carolina University 2000 — 2002
Bachelor of Science (BS), Finance and Financial Management Services
Kristin Anning's The Vanguard Group Experience December 2006 - Present
Job Team Leader at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group December 2006 - Present
AOL December 2001 - December 2006
Spherion January 1998 - November 2001
Skills
Team Building, Leadership Development, Training, Call Centers, Process Improvement, Call Center, Program Management, Leadership, Coaching, Strategic Planning, Business Analysis, Project Management, Management
Education
Eastern Michigan University 1988 — 1992
Bachelor's degree, Business/Geography
Eastern Michigan University
The Vanguard Group December 2006 - Present
AOL December 2001 - December 2006
Spherion January 1998 - November 2001
Skills
Team Building, Leadership Development, Training, Call Centers, Process Improvement, Call Center, Program Management, Leadership, Coaching, Strategic Planning, Business Analysis, Project Management, Management
Education
Eastern Michigan University 1988 — 1992
Bachelor's degree, Business/Geography
Eastern Michigan University
Caroline Cosby's The Vanguard Group Experience November 2006 - January 2013
Job Senior Counsel at Vanguard
Industry Financial Services
Experience
Vanguard January 2013 - Present
The Vanguard Group November 2006 - January 2013
Howard Rice October 2004 - October 2006
Education
Duke University School of Law 2001 — 2004
Doctor of Law (J.D.)
University of North Carolina at Chapel Hill 1997 — 2001
Bachelor of Arts (B.A.), Political Science / History
Vanguard January 2013 - Present
The Vanguard Group November 2006 - January 2013
Howard Rice October 2004 - October 2006
Education
Duke University School of Law 2001 — 2004
Doctor of Law (J.D.)
University of North Carolina at Chapel Hill 1997 — 2001
Bachelor of Arts (B.A.), Political Science / History
Pete Legrady's The Vanguard Group Experience 1997 - 2008
Job Owner at Peppers ofKey West
Industry Retail
Experience
Peppers ofKey West 2008 - Present
The Vanguard Group 1997 - 2008
Merit Industires 1990 - 1997
Skills
Customer Service, Marketing Strategy, Retail, New Business Development, Social Media Marketing, Team Building, Strategic Planning, Advertising, Training, Microsoft Excel, Social Media, Marketing, Microsoft Word, Microsoft Office, Merchandising, Sales
Education
Eastern University 2005 — 2006
Master of Business Administration (MBA), Business Administration and Management, General
Elizabethtown College 1986 — 1990
Bachelor of Science (BS), Accounting and Finance
Peppers ofKey West 2008 - Present
The Vanguard Group 1997 - 2008
Merit Industires 1990 - 1997
Skills
Customer Service, Marketing Strategy, Retail, New Business Development, Social Media Marketing, Team Building, Strategic Planning, Advertising, Training, Microsoft Excel, Social Media, Marketing, Microsoft Word, Microsoft Office, Merchandising, Sales
Education
Eastern University 2005 — 2006
Master of Business Administration (MBA), Business Administration and Management, General
Elizabethtown College 1986 — 1990
Bachelor of Science (BS), Accounting and Finance
Sylinthia Burges's The Vanguard Group Experience August 1997 - June 2001
Job Mental Health Care Professional
Industry Mental Health Care
Experience
Inman Home Health 2007 - Present
The Vanguard Group August 1997 - June 2001
Skills
Mental Health, Training, Psychology, Developmental..., Psychotherapy, Customer Service, Family Therapy, Crisis Intervention, Mental Health Counseling, Psychological Assessment, Social Services, Case Managment, Clinical Supervision, Behavioral Health, Counseling Psychology, Dual Diagnosis, Employee Engagement, Group Therapy, Healthcare, Play Therapy, Self-esteem
Education
Fayetteville State University 2006 — 2008
Bachelor of Science, Psychology
Inman Home Health 2007 - Present
The Vanguard Group August 1997 - June 2001
Skills
Mental Health, Training, Psychology, Developmental..., Psychotherapy, Customer Service, Family Therapy, Crisis Intervention, Mental Health Counseling, Psychological Assessment, Social Services, Case Managment, Clinical Supervision, Behavioral Health, Counseling Psychology, Dual Diagnosis, Employee Engagement, Group Therapy, Healthcare, Play Therapy, Self-esteem
Education
Fayetteville State University 2006 — 2008
Bachelor of Science, Psychology
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments