The Vanguard Group

Industry: Investment management company

Description

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

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The Vanguard Group Employees

Employee
Years
Job
Industry
Bob Walling Bob Walling Surprise, Arizona Details
Bob Walling's The Vanguard Group Experience March 2004 - June 2011
Job Tenor Songster at Walling Entertainment Group
Industry Higher Education
Experience
Walling Entertainment Group   October 2013 - Present
PhilanthropyWorks LLC   July 1999 - Present
HigherEdAdvisors   February 2001 - June 2013
The Vanguard Group   March 2004 - June 2011
PeopleSoft (Now Oracle)   2000 - 2001
Ciber  1999 - March 2000
KPMG LLP (now BearingPoint)   September 1998 - July 1999
BearingPoint (KPMG Consulting)   1998 - 1999
Buzzeo, Inc.   June 1996 - July 1998
AXA Equitable  February 1994 - July 1996

Skills
Leadership, Nonprofits, Customer Service, Program Management, Change Management, Start-ups, Business Development, Non-profits, Contract Negotiation, Higher Education, Team Building, Entrepreneurship, Coaching, Risk Management, Outsourcing, Security, Management, Consulting, Small Business, Management Consulting, Research, Strategic Financial..., Analysis, Strategic Planning, Public Speaking, Leadership Development, Team Leadership, Product Development, Strategy, Project Management, Sales, Training

Education
The American College   2004 — 2006
Certified Financial Planner(TM) Program of Study

Michigan State University   1980 — 1986
Higher Education Administration/Commuincation-PhD Program

Illinois State University   1969 — 1970
M.S., Education

Illinois State University   1963 — 1967
B.S, Education, Music

Carlos Paesano Carlos Paesano Miami/Fort Lauderdale Area Details
Carlos Paesano's The Vanguard Group Experience March 1996 - March 1997
Job Founder, General Manager at Astor Windows
Industry Construction
Experience
Force21, LLC   April 2010 - Present
Astor Windows and Doors, LLC   June 2006 - Present
Astor Construction, LLC   November 2003 - Present
Accenture  April 1998 - May 2000
Corporate Executive Board  March 1997 - May 1998
The Vanguard Group   March 1996 - March 1997
PDVSA Petroleos de Venezuela S.A.   1991 - August 1992

Skills
Business Strategy, Strategic Planning, Start-ups, Project Management, Business Development, Entrepreneurship, Contract Management, Business Planning, Financial Modeling, Management Consulting, Marketing Strategy, New Business Development, Operations Management, Sales, Construction, Real Estate, CRM, Marketing

Education
The University of Chicago Booth School of Business   2000 — 2002

Harvard University   1993 — 1994
CSS, Management & Administration

Universidad Metropolitana   1987 — 1992
B.Sc., Civil Engineering

Sean Lacey Sean Lacey Steamboat Springs, Colorado Details
Sean Lacey's The Vanguard Group Experience October 2000 - July 2003
Job Supervisor
Industry Hospitality
Experience
Mountain Resorts  December 2014 - Present
High Rock Consulting Group   August 2012 - October 2014
High Road Cycles  February 2010 - July 2012
The Endurance Sports Expo   February 2010 - July 2012
The Philadelphia Flyers   February 2009 - March 2010
Avantext, Inc.   November 2007 - January 2009
Endless Pools  February 2004 - February 2007
Lanier Worldwide  July 2003 - February 2004
The Vanguard Group   October 2000 - July 2003

Skills
Event Management, Online Sales Manager, Marketing Manager, Training New Employees, Customer Relations, New Business Development, Cold Calling, Promotions, Sales Management, Excel, Customer Service, Account Management, Event Planning, Negotiation, Email Marketing, Online Marketing, Social Media Marketing, Strategic Planning, Microsoft Office, Salesforce.com, PowerPoint, Budgeting, Direct Marketing, Fundraising, Word, Team Building, Product Development, Market Research, Public Relations, Retail, Direct Sales, Contract Negotiations, Problem Solving, Team Leadership, Sales Support, B2B, Marketing Strategy, Public Speaking, Contract Negotiation, Inventory Management, Sports, Consultative Selling, Outlook, Business Planning, Social Media, Marketing Communications, Selling

Education
Immaculata University   1997 — 2000
Bachelors, Business, Finance

Delaware county Christian school   1990 — 1995
General studies, General

Damika Marshall Damika Marshall Charlotte, North Carolina Area Details
Damika Marshall's The Vanguard Group Experience May 1998 - August 2012
Job at DLM Consulting
Industry Nonprofit Organization Management
Experience
AXA US  March 2014 - Present
AXA Equitable  May 2013 - Present
Child and Family Services NC   March 2013 - Present
Women In Organizing   May 1998 - Present
DLM Consulting   May 1998 - Present
AXA Equitable  December 2013 - February 2014
The Vanguard Group   May 1998 - August 2012

Skills
Employee Training, Relationship Management, Training Delivery, Instructional Design, Microsoft Excel, PowerPoint, Instructor-led Training, Needs Analysis, Microsoft Word, Lotus Notes, Team Building, Change Management, Staff Development, Training, Leadership Development, Mutual Funds, Building Relationships, Public Speaking, Event Planning, Visio, Project Management, Onboarding, Coaching, Leadership, Program Management, Nonprofits, Community Outreach, SharePoint, Adult Education, Fundraising, Resume Writing, Social Networking, Grant Writing, Program Development, Performance Consulting, E-Learning, Strategic Planning, Curriculum Design, Outlook, Teaching, Human Resources

Education
Andersonville Theological Seminary   2009 — 2013
DCE, Christian Education (Church Administration)

Pfeiffer University   2008 — 2009
MCE, Youth Ministry

Pfeiffer University   2001 — 2003
MS, Organizational Management and Change Leadership

Johnson C. Smith University - JCSU   1994 — 1998
BA, English

Adam Buckley Adam Buckley Greater Chicago Area Details
Adam Buckley's The Vanguard Group Experience May 2006 - August 2006
Job Manager at Huron Consulting Group
Industry Financial Services
Experience
Huron Consulting Group  September 2014 - Present
Edgewater Ranzal  May 2010 - September 2014
Meridian Consulting International   September 2007 - May 2010
The Vanguard Group   May 2006 - August 2006
4086 Advisors  August 2005 - January 2006

Skills
Financial Modeling, Corporate Finance, Strategic Planning, Financial Analysis, Business Valuation

Education
Indiana University - Kelley School of Business
B.S., Finance

Jamme Romanoff Jamme Romanoff Greater Philadelphia Area Details
Jamme Romanoff's The Vanguard Group Experience February 2008 - Present
Job Talent Development Program Specialist at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group   February 2008 - Present

Skills
College Recruiting, Onboarding, Employee Relations, Human Resources, Recruiting, Leadership Development, Talent Management, HRIS, Employee Benefits, Performance Management, Applicant Tracking..., Microsoft Excel, PowerPoint, Reporting & Analysis, Collaboration, Project Management, Project Planning, Professional Mentoring, Metrics, Net Promoter Score, Leadership

Education
Immaculata University   2012 — 2014
Bachelor of Arts, Human Resources Management and Services

Strayer University-Pennsylvania

John Nicolas John Nicolas Greater Philadelphia Area Details
John Nicolas's The Vanguard Group Experience April 1998 - July 2006
Job Business Development Director/Sales at Soligent Solar Distribution
Industry Renewables & Environment
Experience
Soligent  October 2014 - Present
Magellan Search & Staffing  July 2006 - October 2014
The Vanguard Group   April 1998 - July 2006
Century 21  January 1993 - October 2005

Skills
Solar Energy, Renewable Energy, Energy, Photovoltaics, Alternative Energy, New Business Development, Wind, Business Development, Energy Efficiency, Cleantech, Construction, Engineering, Temporary Staffing, Sales, Contract Negotiation, Energy Management, Recruiting, Project Management, Interviews, CRM, Search, Energy Conservation, Green Technology, Consulting, Green Building, Power Generation, Energy Audits, Smart Grid, Management, Talent Acquisition, Engineers, Sourcing, Executive Search, Full-cycle Recruiting, Sales Recruitment, Technical Recruiting, Global Talent..., Networking, Training, SDLC, Contract Recruitment, Temporary Placement, Leadership, Permanent Placement, Staff Augmentation, Applicant Tracking...

Education
Extreme Linkedin Bootcamp
Linkedin

Immaculata University
BA, Finance, Organizational Dynamics

Indiana University of Pennsylvania

James Caine James Caine Greater Philadelphia Area Details
James Caine's The Vanguard Group Experience 2004 - Present
Job Institutional Sales Executive at Vanguard
Industry Investment Management
Experience
The Vanguard Group   2004 - Present
Putnam Investments  1996 - 2004
BayBank Investment Management   1993 - 1996

Skills
Series 6, 7, and 63

Education
Indiana University - Kelley School of Business   1987 — 1989
MBA, Finance

Miami University   1981 — 1985
B.S., Business Economics

Chris Crawford Chris Crawford Greater New York City Area Details
Chris Crawford's The Vanguard Group Experience July 2000 - February 2001
Job Chief Operating Officer at Mizuho Alternative Investments, LLC
Industry Investment Management
Experience
Mizuho Alternative Investments, LLC  August 2012 - Present
Vegasoul LLC   January 2011 - August 2012
Traxis Partners LP   July 2008 - January 2011
Traxis Partners LP   November 2007 - June 2008
R. G. Niederhoffer Capital Management, Inc.   March 2001 - October 2007
The Vanguard Group   July 2000 - February 2001
The Vanguard Group   July 1999 - June 2000
The Vanguard Group   June 1998 - June 1999

Skills
Operational Due..., Fund Administration, Compliance, Performance Reporting, Financial Reporting, Investor Relations, Alternative Investments, Hedge Funds, Capital Markets, Equities, Trading, Trading Systems, Fund Of Funds, Derivatives, Asset Management

Education
Villanova University   1998 — 2000
MBA, Concentration in Finance

Indiana University of Pennsylvania   1994 — 1998
BS, Finance

Amy Cribbs Amy Cribbs Greater Philadelphia Area Details
Amy Cribbs's The Vanguard Group Experience April 2008 - July 2010
Job Principal, Institutional Retirement Plan Services at Vanguard
Industry Financial Services
Experience
Vanguard  July 2015 - Present
Vanguard  May 2010 - July 2015
The Vanguard Group   April 2008 - July 2010
The Vanguard Group   August 2005 - April 2008
The Vanguard Group   January 2003 - August 2005
The Vanguard Group   September 1998 - January 2003
The Vanguard Group   December 1996 - September 1998
PNCBank  1990 - 1996

Education
Grove City College   1986 — 1990

Harvard Business School AMP

Harvard Business School AMP

Harvard Business School AMP

Harvard Business School AMP

Harvard Business School AMP

Harvard Business School AMP

Harvard Business School AMP

Randy Massafra Randy Massafra Greater Philadelphia Area Details
Randy Massafra's The Vanguard Group Experience March 2011 - March 2013
Job Tech Lead at The Vanguard Group
Industry Financial Services
Experience
Indiana University of Pennsylvania  February 2015 - Present
Vanguard  February 2000 - Present
The Vanguard Group   March 2011 - March 2013
Vanguard  February 2005 - March 2011
Vanguard  February 2005 - March 2011
The Vanguard Group   January 2002 - February 2005
The Vanguard Group   February 2000 - January 2002
US Steel  January 1997 - August 1999

Skills
Project Management, Agile Methodologies, SDLC, Perl, Software Project..., Enterprise Architecture, Software Development, Java, XML, Scrum, Visio, IT Strategy, JavaScript, SharePoint, Business Intelligence, HTML, Linux, Security, Solution Architecture, Leadership, Web Development, Unix, Integration, Java Enterprise Edition, Web Services, Websphere, Architecture, Eclipse, Web Applications, JSP, Cloud Computing, System Architecture, Software Design, Software Engineering, Information Technology, REST, Application Architecture, Waterfall, Agile Project Management, Tomcat, Subversion, Testing, Oracle, Requirements Analysis, SOA

Education
Villanova University   2011 — 2014
Masters of Science, Computer Engineering

Pennsylvania State University-Great Valley Graduate Center   2000 — 2001
certification in java and linux

Indiana University of Pennsylvania   1995 — 1999
Bachelors of Science, Management Information Systems

Andrew Gladstone Andrew Gladstone Greater Philadelphia Area Details
Andrew Gladstone's The Vanguard Group Experience January 2008 - September 2012
Job Technical Lead at Vanguard
Industry Information Technology and Services
Experience
Vanguard  September 2012 - Present
The Vanguard Group   January 2008 - September 2012
The Vanguard Group   January 2005 - January 2008
The Vanguard Group   January 2003 - January 2005

Skills
Data Retention, Data Governance, Business Analysis, Risk Management Tools, SourceOne, Vantage, Architecture, Financial Services, Microsoft SQL Server, SQL, Oracle, PL/SQL, .NET, T-SQL, SOA, Access, SDLC, Visio, SharePoint, Agile Project Management, EmailXtender

Education
Villanova University   2005 — 2008
M.S., Computer Science

Indiana University of Pennsylvania   1995 — 1999
B.S., Finance

Finlay S. Mungall, CFA Finlay S. Mungall, CFA Washington, District Of Columbia Details
Finlay S. Mungall, CFA's The Vanguard Group Experience November 2005 - July 2008
Job Financial Analyst at the Federal Aviation Administration (FAA), Washington DC Headquarters
Industry Investment Management
Experience
Federal Aviation Administration (FAA)   August 2011 - Present
Vanguard Investments Singapore   August 2009 - September 2009
The Vanguard Group   November 2005 - July 2008
The Vanguard Group   December 2004 - November 2005
University of Pennsylvania  August 2000 - May 2004
American Express Financial Advisors  2004 - 2004
University of Pennsylvania  2003 - 2003

Skills
VBA Scripting/Macros, SAS, SPSS, R, Excel, Word, Access, PowerPoint, Performance Reporting, JMP, SQL, Crystal Ball, HTML, Bloomberg, Portfolio Management, Microsoft Excel, Mutual Funds, Financial Services

Education
Peking University   2008 — 2010
MBA, Finance

University of Pennsylvania - The Wharton School   2000 — 2004
BS Economics, Finance, Investment Management, Chinese, Astronomy

HKUST Business School   2002 — 2002
Study Abroad, Finance, Chinese

Bay High School, Panama City Florida   1996 — 2000

Paul Galdes Paul Galdes Greater Philadelphia Area Details
Paul Galdes's The Vanguard Group Experience May 1999 - January 2005
Job Investment Consultant at AdvisorShares
Industry Financial Services
Experience
AdvisorShares  March 2014 - Present
Reliance First Capital  January 2013 - March 2014
Creative Financial Group  August 2005 - October 2012
The Vanguard Group   May 1999 - January 2005
Vector Marketing  May 1996 - October 1998

Skills
Investments, Financial Services, Finance, Series 7, Series 6, Retirement Planning, Insurance, Life Insurance, Long-term Care, Marketing, Mortgage Lending

Education
The American College   2004 — 2008
Masters, Science of Financial Services

Immaculata University   1998 — 2002
Bachelors, Management

Anthony Popp Anthony Popp Charlotte, North Carolina Area Details
Anthony Popp's The Vanguard Group Experience December 1998 - April 2003
Job Applications Programmer at Esri
Industry Information Technology and Services
Experience
Esri  July 2007 - Present
Concurrent Technologies Corporation.  November 2005 - July 2007
MobilVox   January 2005 - November 2005
CTC  April 2003 - January 2005
The Vanguard Group   December 1998 - April 2003
Lockheed Martin  May 1998 - August 1998

Skills
Java, Visual C#, SQL, ArcGIS, ArcGIS Server, JavaScript, Dojo, Flex, Python, Linux, Oracle, VBA, Proposal Writing, Client Relationship..., ArcGIS Workflow Manager, Production Mapping for..., Onsite Technical Support, ArcObjects Programming, SQL Server, Data Mapping, ArcObjects, CSS, Microsoft SQL Server, Spring, ESRI, AJAX, XML, C#, Database Design, Software Development, Web Services, Agile Methodologies, Web Applications, Databases, Java Enterprise Edition, Visual Studio, .NET, Design Patterns, ArcSDE, IIS, Eclipse, TFS, JSON, Tomcat, Object Oriented Design, SOA, Software Engineering, Integration, PL/SQL, Programming

Education
Indiana University of Pennsylvania   1994 — 1998
BS, Computer Science

Fred Tawadros Fred Tawadros Greater Philadelphia Area Details
Fred Tawadros's The Vanguard Group Experience September 1995 - June 1998
Job Director of Content Creation at Hartford Funds
Industry Financial Services
Experience
Hartford Funds  March 2012 - Present
Hartford Funds  March 2007 - March 2012
The Hartford  October 2004 - February 2007
The Hartford  December 2002 - October 2004
Morgan Stanley Smith Barney  August 2001 - November 2002
Utilities Management Consultants   June 1998 - February 2000
The Vanguard Group   September 1995 - June 1998
Vanguard  September 1993 - September 1995

Skills
Mutual Funds, Research, Series 7, Series 63, Word, Excel, 529 Plans, Investments, Writing, IRA's, Outlook, Lotus Notes, Marketing Strategy, Editing, Marketing, Marketing Communications, Microsoft Word, 401k, IRAs, Microsoft Excel, Insurance, Retirement, Fixed Annuities, FINRA

Education
Indiana University Bloomington   1989 — 1993
BA, Religious Studies

Upper Merion

Barbara Bock Barbara Bock Greater New York City Area Details
Barbara Bock's The Vanguard Group Experience August 1997 - August 1998
Job Vice President, Controller USCS Technical Advisory Group at American Express
Industry Financial Services
Experience
American Express  August 2011 - Present
American Express  November 2010 - August 2011
American Express  2008 - November 2010
CIT Group Inc  October 2003 - February 2008
PricewaterhouseCoopers  September 1998 - October 2003
The Vanguard Group   August 1997 - August 1998

Skills
Policy, Accounting, Internal Audit, Financial Analysis, Financial Reporting

Education
Ithaca College   1993 — 1997
Bachelor of Science, Accounting

Alexander Salton Alexander Salton Greater New York City Area Details
Alexander Salton's The Vanguard Group Experience July 2008 - August 2010
Job Retirement National Accounts Associate at Legg Mason
Industry Financial Services
Experience
Legg Mason  December 2011 - Present
Legg Mason  September 2010 - Present
The Vanguard Group   July 2008 - August 2010
The J Companies, LLC, New York, NY (http://www.thejcompanies.com/)   June 2007 - September 2007

Skills
Series 7

Education
Haverford College
Bachelor of Arts, Economics

Ben Cribbs, CFA Ben Cribbs, CFA Greater Philadelphia Area Details
Ben Cribbs, CFA's The Vanguard Group Experience 1997 - Present
Job Manager at The Vanguard Group
Industry Investment Management
Experience
The Vanguard Group   1997 - Present

Skills
Mutual Funds

Education
Indiana University of Pennsylvania   1981 — 1985

Sean Hagerty Sean Hagerty Greater Philadelphia Area Details
Sean Hagerty's The Vanguard Group Experience July 1997 - Present
Job Principal at The Vanguard Group
Industry Investment Management
Experience
The Vanguard Group   July 1997 - Present
PNC Bank  1985 - 1997
Peat Marwick Mitchell  1983 - 1985

Skills
Marketing Strategy, CRM, Marketing, Social Media, Defined Contribution, Brand Loyalty, Business Strategy, Retail, Asset Managment, Mutual Funds, Competitive Analysis, Thought Leadership, Database Marketing, Positioning, Integrated Marketing, Financial Services, Segmentation, Strategic Planning

Education
Harvard Business School   2009 — 2009
AMP, Business

Villanova University   2004 — 2008
MA, Communications

Saint Bonaventure University   1980 — 1983
Bachelor of Business Administration (BBA), Accounting

AJ Monaco AJ Monaco Providence, Rhode Island Area Details
AJ Monaco's The Vanguard Group Experience August 2005 - March 2007
Job
Industry Financial Services
Experience
The Washington Trust Company  October 2014 - Present
Wilmington Trust  September 2011 - October 2014
Vanguard  January 2010 - September 2011
Vanguard  October 2007 - January 2010
Vanguard  March 2007 - October 2007
The Vanguard Group   August 2005 - March 2007
The Vanguard Group   February 2000 - July 2005

Skills
Project Management, Training, Mutual Funds, Management, Risk Management, Team Building, Vendor Management, Leadership, Project Planning, Business Process..., Strategy, Program Management, Process Improvement, Operations Management, CRM, Contract Negotiation, Analysis, Financial Services, Portfolio Management, Integration, Start-ups, Fixed Income, Negotiation, Strategic Planning

Education
University of Massachusetts at Amherst - Isenberg School of Management   2007 — 2010
MBA

University of Scranton   1994 — 1998
BS

Bishop Hendricken High School   1990 — 1994

Pearl Friis Pearl Friis Charlotte, North Carolina Area Details
Pearl Friis's The Vanguard Group Experience January 2008 - February 2015
Job Senior Consultant I Mobile Development Cardinal Solutions
Industry Computer Software
Experience
Cardinal Solutions  February 2015 - Present
The Vanguard Group   January 2008 - February 2015
The Vanguard Group   September 2010 - April 2011
Sealy, Inc.   May 2007 - December 2007
P4 Performance Management   August 2006 - April 2007

Skills
Agile Methodologies, iOS development, Objective-C, iOS, Cocoa Touch, Software Development, Xcode, Mobile Application..., XML, JavaScript, Java, SQL, Programming, Mobile Technology, Cocoa, Excellent Written..., Excellent Verbal..., Linux, Mobile Applications, Excellent Documentation, Object Oriented Software, Software Engineering, iOS Development

Education
North Carolina State University   2004 — 2007
B.S., Business Management - Information Technology

Howard University
Information Technology

kathrine wall kathrine wall Charlotte, North Carolina Area Details
kathrine wall's The Vanguard Group Experience May 2008 - November 2013
Job Software Client Leader IBM
Industry Information Technology and Services
Experience
IBM  March 2014 - Present
Vanguard  November 2013 - March 2014
The Vanguard Group   May 2008 - November 2013
Vanguard  August 2000 - May 2008
Vanguard  July 1999 - August 2000
Robert Half  February 1998 - July 1999
Robert Half  December 1995 - February 1998
Robert Half  September 1994 - December 1995

Skills
Business Analysis, Sales, Project Management, Retirement, Account Management, Retirement Planning, Team Leadership, Management, CRM, Leadership, Business Development, New Business Development, Training, Recruiting, Talent Management, Coaching, Program Management, Business Process..., Technology Integration, Technology Needs...

Education
James Madison University   1989 — 1993
BS, Social Science

Moses Brown School   1986 — 1989
HS Diploma

Nancy Chavez, CRC Nancy Chavez, CRC Phoenix, Arizona Details
Nancy Chavez, CRC's The Vanguard Group Experience June 2006 - November 2009
Job Retirement Specialist Bilingual
Industry Financial Services
Experience
Nationwide Financial  May 2013 - Present
Charles Schwab  August 2010 - May 2013
The Vanguard Group   June 2006 - November 2009
Ilios Partners  January 2001 - January 2005

Skills
Investments, Retirement Planning, Securities, Mutual Funds, Financial Services, Equities, Retirement, Series 63, Series 7, Investment Strategies, Leadership, Customer Service, ETFs, Trading, Financial Markets, 401k, Life & Health Insurance...

Education
Harper College   1989 — 1992

Andrew Charles Wilson Andrew Charles Wilson Chicago, Illinois Details
Andrew Charles Wilson's The Vanguard Group Experience October 2012 - July 2013
Job Manager of US Research & Analytics at Henderson Global Investors
Industry Investment Management
Experience
Henderson Global Investors  January 2015 - Present
Robert W. Baird & Co.   September 2013 - December 2014
The Vanguard Group   October 2012 - July 2013
The Vanguard Group   June 2011 - October 2012
The Vanguard Group   January 2010 - June 2011
First Industrial Realty Trust  September 2007 - November 2008

Skills
Financial Analysis, Financial Modeling, Corporate Finance, Strategic Financial..., Real Estate Transactions, Commercial Real Estate, Modern Portfolio Theory, Investment Portfolio, Customer Service, Building Relationships, Strategic Leadership, Asset Management, Analysis, Data Analysis, Finance, Mutual Funds, Strategy, Portfolio Management, Series 7, Investments, Securities

Education
Gonzaga University - School of Business Administration   2006 — 2007
Master of Business Administration (MBA), Finance

Gonzaga University - School of Business Administration   2002 — 2006
Bachelor of Business Administration (B.B.A.), Law and Public Policy

Arizona School of Real Estate & Business   2007 — 2008
Real Estate Sales Person License, Real Estate

James Gaddy James Gaddy Greater Philadelphia Area Details
James Gaddy's The Vanguard Group Experience November 1998 - February 2008
Job Executive VicePresident of Human Resources and Administration at Pennsylvania Academy of the Fine Arts
Industry Human Resources
Experience
Pennsylvania Academy of the Fine Arts  December 2009 - Present
Pennsylvania Academy of the Fine Arts  February 2008 - November 2010
The Vanguard Group   November 1998 - February 2008

Skills
HRIS, Strategic Planning, Employee Relations, Deferred Compensation, Employee Benefits, Human Resources

Education
Saint Joseph's University   2011 — 2014
MS, Organizational Development and Leadership

Immaculata University   2006 — 2009
BA, Human Performance Management

Aker Bey Aker Bey Charlotte, North Carolina Area Details
Aker Bey's The Vanguard Group Experience July 1999 - September 2006
Job Project Manager
Industry Financial Services
Experience
TIAA-CREF  September 2010 - Present
RolloverSystems  February 2008 - September 2010
E*TRADE Financial  February 2007 - February 2008
The Vanguard Group   July 1999 - September 2006
GE Capital  January 1997 - July 1999

Skills
Series 63, Series 7, Series 6, Retirement, IRAs, Financial Services, 401k, Mutual Funds, Retirement Planning, Fixed Annuities, Securities, FINRA, Investments, Asset Allocation, Public Speaking, Uniform Combined State..., Wealth Management, Strategic Financial..., Series 24, Finance, Investment Advisory, Life Insurance, Relationship Management, Asset Management, Fixed Income, Financial Planners, Financial Planning

Education
Johnson C. Smith University - JCSU   1993 — 1995
Communications

Travis Pierce Travis Pierce Greater Philadelphia Area Details
Travis Pierce's The Vanguard Group Experience June 2011 - March 2013
Job Global Investment Systems Chief of Staff
Industry Computer Software
Experience
Vanguard  July 2015 - Present
Vanguard  March 2015 - July 2015
Vanguard Australia   March 2013 - March 2015
The Vanguard Group   June 2011 - March 2013
Hobart and William Smith Colleges  September 2007 - June 2011
Greenlink networks  2009 - 2009
Traffic.com  May 2008 - August 2008
Traffic.com  May 2007 - August 2007

Skills
COBOL, JCL, Java, ActionScript, HTML, JavaScript, DB2, SQL, jQuery, CSS, AJAX, Flash

Education
Hobart and William Smith Colleges   2007 — 2011
bs, computer science

L. Inez Harper L. Inez Harper Greater Philadelphia Area Details
L. Inez Harper's The Vanguard Group Experience July 1989 - September 1996
Job Sales and Customer Support Professional
Industry Information Services
Experience
Iron Mountain  December 2013 - May 2015
Ricoh Americas Corporation  August 2008 - November 2012
Lexis Nexis Mealeys   June 2006 - August 2008
Wyeth Pharmaceuticals  January 1998 - October 2005
The Vanguard Group   July 1989 - September 1996

Skills
Process Improvement, SAP, Access, Supply Chain Management, Analysis, Sales, Procurement, Account Management, Salesforce.com, Sales Operations, Sales Process, Sales Management, Order Processing, Customer Service, Marketing, Document Imaging, Leadership, Outlook, Solution Selling

Education
Goldey Beacom College   1984 — 1989
BS, Marketing Management

Goldey Beacom College   1984 — 1986
Associate's degree, Business Management

Frank Raffa Frank Raffa Greater Philadelphia Area Details
Frank Raffa's The Vanguard Group Experience 1996 - July 2010
Job Owner at Sound Sensation DJs and Entertainment
Industry Entertainment
Experience
Sound Sensation DJs and Entertainment   1990 - Present
Penn Suburban Chamber of Commerce   2011 - 2011
NACE Philly   2011 - 2011
The Vanguard Group   1996 - July 2010

Skills
master of ceremonies, mix master, event lighting, Event Planning, Lighting, Emcee, Mix, Business Networking, Social Networking, Film, Sound, Small Business, Singing, Weddings, Photoshop, Entertainment, Music, Photography, Birthdays, DJ, Event Management, Corporate Events, Parties, Social Media Marketing, Private Events, Social Media, Fundraising, Video, Digital Photography, Leadership, Trade Shows, Facebook, Public Speaking, Video Production, Public Relations, Wedding Planning

Education
Immaculata University   2003 — 2007

Bishop Kenrick   1985 — 1989
High School Diploma

Diane Haltigan Diane Haltigan Greater Philadelphia Area Details
Diane Haltigan's The Vanguard Group Experience May 2006 - December 2012
Job Project Specialist at Vanguard
Industry Financial Services
Experience
Vanguard  April 2015 - Present
Vanguard  January 2013 - April 2015
The Vanguard Group   May 2006 - December 2012
The Vanguard Group   March 2003 - May 2006
Vanguard  December 1998 - March 2003
NewsChannel Suburban Cable   August 1996 - 1997

Skills
Internal Communications, Relationship Management, Portfolio Management, Financial Services, Mutual Funds, Retirement, Marketing Communications, Marketing, Series 7, Financial Analysis, Strategic Communications, Series 63, Investments, Microsoft Office, Retirement Planning, Event Planning, Newsletters

Education
Indiana University of Pennsylvania   1990 — 1994
BA, Journalism/Communications & Spanish

Kimberley Petaccio Kimberley Petaccio Morgantown, Pennsylvania Details
Kimberley Petaccio's The Vanguard Group Experience November 2011 - Present
Job Retired at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group   November 2011 - Present

Skills
Series 7, Mutual Funds, Retirement, Series 63

Education
Norristown Area High School   1975 — 1978

Indiana University of Pennsylvania
Business/Managerial Economics

Lynnann Shilling Lynnann Shilling Greater Philadelphia Area Details
Lynnann Shilling's The Vanguard Group Experience February 2000 - Present
Job IT Project Manager at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group   February 2000 - Present
Vanguard  February 2000 - Present

Skills
Waterfall, SDLC, Business Analysis, Software Project..., Requirements Analysis, Project Management, Process Improvement, Vendor Management, IT Strategy, Visio

Education
Indiana University of Pennsylvania   1995 — 1999

cherie habermann cherie habermann Greater Philadelphia Area Details
cherie habermann's The Vanguard Group Experience Project ManagerThe Vanguard group1998 - 2009
Job IT Line Manager at The Vanguard Group
Industry Information Technology and Services
Experience
The Vanguard Group   Project ManagerThe Vanguard group1998 - 2009
Aetna, INC.   April 1992 - December 1998
US Healthcare  April 1992 - November 1998

Education
Temple University   1980 — 1984
BSW, Psychology

Immaculata University
Ma, Counseling Psychology

Bob Meinart Bob Meinart Allentown, Pennsylvania Area Details
Bob Meinart's The Vanguard Group Experience February 1999 - October 1999
Job eCommerce Consultant at eCommercePLus, Inc.
Industry Internet
Experience
eCommercePlus, Inc.   February 2003 - Present
ATX Communications  September 2000 - February 2003
ATX Communications  July 2000 - September 2000
Sovereign Bank  March 2000 - June 2000
Unisys  November 1999 - March 2000
The Vanguard Group   February 1999 - October 1999
Penn Engineering  September 1998 - January 1999
B & G Manufacturing   August 1998 - September 1998
Unisys  January 1998 - April 1998
Bethlehem Steel Corporation  October 1997 - December 1997

Education
American Graphics Institute   2002 — 2003
Certificate, Web Design including PhotoShop, Illustrator, Flash & Dreamweaver

Maxwell Institute   1981 — 1982
Certificate, Computer Programming

Bell Telephone   1966 — 1968
Associate, Computer Electronics

Upper Dublin High School   1958 — 1962

Gustav Kaiser
Certificate, Management Development Training

Iowa State University
Associate, Computer Science

Pennsylvania College of Technology
Certificate, Computer Programming

Toastmasters International
Certificate, Public Speaking

Thad Kuczynski Thad Kuczynski Tampa/St. Petersburg, Florida Area Details
Thad Kuczynski's The Vanguard Group Experience August 2000 - July 2005
Job Financial Advisor at Raymond James. CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
Raymond James Financial Inc.  July 2005 - Present
The Vanguard Group   August 2000 - July 2005
John Q's Steakhouse   January 1995 - July 2000

Skills
Securities, Retirement Planning, Wealth Management, Investments, Series 63, Series 7, Mutual Funds, 401k, Insurance, Asset Managment

Education
CERTIFIED FINANCIAL PLANNER™   2002 — 2004

Indiana University of Pennsylvania   1990 — 1994
Bachelor's degree, Human Resources Management/Personnel Administration, General

Mentor High School   1987 — 1989

Mike Ma Mike Ma Greater New York City Area Details
Mike Ma's The Vanguard Group Experience June 2010 - January 2013
Job CoFounder & President at Coeio
Industry Consumer Goods
Experience
Coeio   May 2015 - Present
ShredBetter   November 2013 - Present
Mount Snow  November 2006 - Present
Bank of America  May 2014 - April 2015
Horsepowered Partners   November 2013 - April 2015
Betterment  February 2013 - October 2013
The Vanguard Group   June 2010 - January 2013
kasina  September 2001 - June 2010
iPhrase Technologies (acquired by IBM)   February 2000 - May 2001
Trilogy (pcOrder.com)   September 1998 - February 2000

Skills
Sales Management, Advertising, Digital Media, Social Media Marketing, Management Consulting, Media Planning, Creative Strategy, Branding Development, Entrepreneurship, Marketing Strategy, Asset Management, Start-ups, People Management, Leadership Development, Business Strategy, Big Picture Thinking, Non-profits, Large Account Sales, Enterprise Software, Asset Managment, Sales, Nonprofits, Management, Marketing, CRM, Leadership, Strategy, Financial Services, Online Marketing, E-commerce, Investments, Strategic Planning, Online Advertising, Business Development, Digital Strategy, Product Management, Brand Development, Executive Management, Morningstar, Selling, Mergers & Acquisitions, Competitive Analysis, Strategic Partnerships, Consulting, Public Relations, New Business Development, Product Marketing, Digital Marketing, Market Research, Lead Generation

Education
Harvard University   1995 — 1998
AB, Philosophy, cum laude

University of Chicago   1994 — 1995

Westlake High School   1990 — 1994

Somnadh Allu Somnadh Allu San Francisco Bay Area Details
Somnadh Allu's The Vanguard Group Experience March 2008 - July 2008
Job User Experience Architect at RMS
Industry Computer Software
Experience
RMS  July 2010 - Present
Fidelity National Information Systems  September 2009 - July 2010
Sapient  July 2008 - August 2009
The Vanguard Group   March 2008 - July 2008
Razorfish  November 2007 - February 2008
Verizon  October 2006 - October 2007
Cisco  June 2006 - October 2006

Skills
User Research, Interaction Design, Usability Testing, Usability, CSS, User Experience, UCD, Information Architecture, HTML 5, Agile Methodologies, Product Management, .NET, SDLC, User Interface Design, User Interface, Usability Engineering

Education
Jawaharlal Nehru Technological University   1996 — 2001
Bachelor of Engineering

Prism Multimedia   1995 — 1996
Diploma in Graphic & Web Design

Bill Moreau Bill Moreau Greater Philadelphia Area Details
Bill Moreau's The Vanguard Group Experience November 1993 - April 1996
Job SAP FICO
Industry Information Technology and Services
Experience
SCA Americas  August 2008 - August 2012
SCA Americas  July 2006 - August 2008
Draeger Medical (CapGemini Consulting)   January 2006 - June 2006
Arkema Inc (Strategic Software Solutions)   May 2004 - January 2006
FMC  October 2000 - May 2004
SAP America  February 1998 - September 2000
SAP America  April 1996 - February 1998
The Vanguard Group   November 1993 - April 1996

Skills
SAP Fixed Assets, VBA, SAP Accounts Payable, SAP Accounts Receivable, SAP General Ledger, SAP ABAP Development, LSMW, General Ledger, ABAP, SAP R/3, ERP, SAP, Accounts Receivable, SD, Accounts Payable, SAP BW, SAP Implementation, IDOC, SAP ERP, SAP Netweaver, SAPScript, Legacy Systems, Business Process, EDI, Business Objects, IDoc, Project Management, Management, Process Improvement

Education
Juniata College   1989 — 1993
BS, Corporate Accounting

Stephen Drewes Stephen Drewes Greater Philadelphia Area Details
Stephen Drewes's The Vanguard Group Experience December 2011 - Present
Job Project Manager at Vanguard
Industry Investment Management
Experience
The Vanguard Group   December 2011 - Present
The Vanguard Group   May 2006 - December 2011
The Vanguard Group   April 2004 - May 2006
The Vanguard Group   May 2000 - April 2004
The Vanguard Group   October 1997 - September 2000
Mercantile Safe Deposit & Trust Co.   March 1996 - October 1997
ADP  January 1995 - March 1996

Skills
Process Improvement, Six Sigma, Project Management, Leadership, Operational Excellence, Cross-functional Team...

Education
Indiana University of Pennsylvania   1989 — 1994
BS, Finance

Chris Madden, CFA Chris Madden, CFA Washington D.C. Metro Area Details
Chris Madden, CFA's The Vanguard Group Experience 2003 - 2003
Job Investment Analyst at The Calvert Group
Industry Financial Services
Experience
The Calvert Group  January 2007 - Present
The Calvert Group  2003 - 2006
The Vanguard Group   2003 - 2003
The Vanguard Group   2000 - 2002
The Vanguard group   1999 - 2000

Skills
Mutual Funds, Investments, Equities, Alternative Investments, Bloomberg, Investment Strategies, Asset Allocation, Asset Management, Portfolio Management, Equity Research, Emerging Markets, Investment Advisory, Wealth Management, Fixed Income, Hedge Funds, Securities, Investment Management, Valuation, Financial Modeling, Series 7, Series 63

Education
Indiana University of Pennsylvania   1993 — 1998

Ranga Narayanan Ranga Narayanan Greater Philadelphia Area Details
Ranga Narayanan's The Vanguard Group Experience 2009 - Present
Job Product Development at The Vanguard Group
Industry Investment Management
Experience
The Vanguard Group   2009 - Present
The Vanguard Group   2006 - 2009
MBNA America Bank N.A. (U.S.A.)   2004 - 2006
McKinsey & Company  2000 - 2003

Education
Indian Institute of Technology, Madras
B.Tech, Mechanical Engineering

New York University - Leonard N. Stern School of Business
Ph.D., Finance

New York University - Leonard N. Stern School of Business
Doctor of Philosophy (Ph.D.), Finance, General

Jean Michel Jr Jean Michel Jr Greater New York City Area Details
Jean Michel Jr's The Vanguard Group Experience June 2005 - August 2005
Job Marketing & Finance Professional
Industry Marketing and Advertising
Experience
French-American School of New York  September 2010 - Present
SIMPLENIGHT  May 2015 - August 2015
Tommie Copper  November 2014 - December 2014
Area 23  March 2013 - June 2013
Old Dominion University  August 2007 - May 2010
Old Dominion University  August 2006 - May 2007
The Vanguard Group   June 2005 - August 2005

Skills
Microsoft Office, Adobe Creative Suite, Publications, Editing, Promotions, Advertising, Marketing Strategy, French, Spanish, Brochures, Sports, Marketing Communications, Social Media, Nonprofits, Analysis, Fundraising, Public Relations

Education
Northeastern University - D'Amore-McKim School of Business   2008 — 2012
MBA, Master of Science - Finance

Hampton University   2002 — 2006
BS

NRHS   2000 — 2002
High School Diploma

Dean Kordalis Dean Kordalis Greater New York City Area Details
Dean Kordalis's The Vanguard Group Experience 2006 - 2008
Job Managing Director of National ETF Sales at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald  September 2013 - Present
Knight Equity Markets  June 2009 - September 2013
Northern Trust Global Investments  January 2008 - 2009
The Vanguard Group   2006 - 2008
Merrill Lynch  April 1997 - December 2006

Skills
Alternative Investments, Asset Managment, Capital Markets, Derivatives, ETFs, Equities, Financial Markets, Financial Modeling, Fixed Income, Hedge Funds, Institutional Sales, Investments, Options, Portfolio Management, Series 63, Series 7, Trading, Asset Allocation, Mutual Funds, Financial Services, Equity Research

Education
Hofstra University   1998 — 2000
MBA, Finance

Hofstra University   1994 — 1997

Lisa Lauderback Lisa Lauderback Greater Seattle Area Details
Lisa Lauderback's The Vanguard Group Experience May 2000 - September 2001
Job
Industry Financial Services
Experience
Amazon  October 2013 - March 2014
Seeking New Opportunties   November 2003 - June 2012
ICMA-RC  January 2003 - January 2012
ADP, INC  January 2002 - January 2003
The Vanguard Group   May 2000 - September 2001
AMERICAN EXPRESS TRUST   May 1996 - May 2000

Skills
New Business Development, Customer Retention, Relational Databases, Defined Contribution, Deferred Compensation, Retirement Plan..., 401k, Defined Benefit, Fixed Annuities, Asset Managment, Due Diligence, Asset Management, Retirement, Financial Services, ERISA, Mutual Funds, Investments, Retirement Planning, Series 63, Asset Allocation, Qualified Retirement..., IRAs, Series 6, Investment Advisory, Pensions, Securities, Management

Education
UIT.   2013 — 2014
Certifications, MS software

University of Washington Tacoma   2013 — 2014
Certification, MCITP Database Administrator (MS) Server 2012, in process

Harvard University   1986 — 1991
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities

FINRA
Series 6

FINRA
Series 65

FINRA
Series 63

Washington State
Life & Health Insurance

Joanna Maxted Joanna Maxted Washington, District Of Columbia Details
Joanna Maxted's The Vanguard Group Experience May 2008 - August 2008
Job Human Capital Manager
Industry Management Consulting
Experience
Deloitte Consulting  July 2009 - Present
The Vanguard Group   May 2008 - August 2008
Guideline  2005 - 2007
BioServe  2002 - 2005

Skills
Strategy, Strategic Planning, Leadership, Competitive Intelligence, Business Strategy, Financial Modeling, Marketing, Management Consulting, Data Analysis, Business Analysis, Program Management, Market Research, Management, Project Management, Consulting, Valuation, Business Process...

Education
The College of William and Mary - The Mason School of Business
Master of Business Administration (MBA)

Indiana University Bloomington
B.S., Biology

Michele Gooch Michele Gooch Greater Philadelphia Area Details
Michele Gooch's The Vanguard Group Experience September 1998 - Present
Job Software Developer at The Vanguard Group
Industry Information Technology and Services
Experience
The Vanguard Group   September 1998 - Present
Prudential  June 1993 - August 1998

Education
Hampton University   1989 — 1993

Kerry Pechter Kerry Pechter Allentown, Pennsylvania Area Details
Kerry Pechter's The Vanguard Group Experience August 1997 - July 2006
Job Editor, Retirement Income Journal
Industry Online Media
Experience
Retirement Income Journal   March 2009 - Present
Sourcemedia  August 2006 - March 2009
The Vanguard Group   August 1997 - July 2006
Rodale Press  March 1980 - August 1985
Billings Gazette  1976 - 1980

Skills
Publishing, Editing, Web Content, Copy Editing, Newsletters, Copywriting, Magazines, Storytelling, Fixed Annuities, Editorial, Content Development, Retirement, Journalism, Content Strategy, Press Releases, Blogging, Marketing, Media Relations, Digital Media, Online Publishing, Publications, Social Media, Content Management, Newspapers, Books, Feature Articles

Education
Kenyon College   1969 — 1973
Bachelor of Arts, English

Indiana University Bloomington
Fellowship, Creative writing

Maureen Lewis Maureen Lewis Greater Philadelphia Area Details
Maureen Lewis's The Vanguard Group Experience 1990 - 2001
Job Training and Customer Support Professional
Industry Computer Software
Experience
United States Postal Service  May 2012 - November 2012
Proscape Technologies, Inc.   March 2001 - August 2009
The Vanguard Group   1990 - 2001
The Vanguard Group   1990 - 2001

Skills
Team Building, Leadership, Process Improvement, Team Leadership, Training, Management, Cross-functional Team..., Project Management, Program Management, Troubleshooting, Account Management, CRM, Quality Assurance, Business Analysis, Change Management, Vendor Management, Customer Service, Software Documentation, Integration, Business Intelligence, SharePoint, Strategy, Visio, Product Management, Business Development, Windows, Cloud Computing, Management Consulting, Requirements Analysis, Software Project..., SDLC, Databases, Business Process..., Business Process, Team Management, SQL, Project Planning, Project Portfolio..., IT Strategy, Enterprise Software, Testing, Salesforce.com, IT Management, Software Development, Analytics, Security, Windows XP, Solution Selling

Education
Holy Family University   1970 — 1974

Holy Family University   1970 — 1974
Bachelor of Arts (B.A.), Elementary Education and Teaching

Charlie Littrell Charlie Littrell Phoenix, Arizona Area Details
Charlie Littrell's The Vanguard Group Experience June 1998 - April 2000
Job Recruiting Top Talent for Nationwide
Industry Human Resources
Experience
Nationwide Insurance  December 2013 - Present
Bonnie's Yarn Crafts   January 2011 - Present
Nationwide Insurance/Checks & Balances, Inc.   July 2013 - December 2013
SunTrust Bank  November 2002 - March 2004
Fifth Third Bank  April 2000 - August 2001
The Vanguard Group   June 1998 - April 2000
Fifth Third Bank (formerly Old Kent Bank)   July 1993 - April 1998

Skills
Applicant Tracking..., Onboarding, Talent Acquisition, Employee Relations, Talent Management, Recruiting, Technical Recruiting, Sourcing, HRIS, Lawson HRIS, PeopleSoft, Outlook, Microsoft Word, Microsoft Excel, Expression Web, Microsoft Publisher, PowerPoint, Social Media, Human Resources, Succession Planning, Business Process..., Web Design, System Administration, Managing Database, Project Management, Change Management, New Hire Orientations, Management, Temporary Placement

Education
Grand Valley State University   1990 — 1992
Bachelor of Arts (B.A.)

Monroe County Community College   1988 — 1990
Associate of Science (AS)

Emmet Linn Emmet Linn Greater Philadelphia Area Details
Emmet Linn's The Vanguard Group Experience January 2007 - Present
Job Senior writer, International Division, The Vanguard Group, Inc.
Industry Financial Services
Experience
The Vanguard Group   January 2007 - Present
Philadelphia Inquirer  December 2004 - January 2007
Philadelphia Inquirer  July 1998 - December 2004
Dow Jones Newswires  May 1996 - March 1998
The Providence Journal  March 1993 - April 1996
Manisses Communications   September 1992 - February 1995
East Bay Newspapers  October 1982 - June 1992

Education
Roger Williams University   1986 — 1990
Bachelor of Fine Arts (B.F.A.), Creative writing

Indiana State University

Ellen Rutledge Ellen Rutledge Greater Philadelphia Area Details
Ellen Rutledge's The Vanguard Group Experience 1998 - 2000
Job High Volume Call Center Management and Certified Project Manager
Industry Information Services
Experience
QVC  February 2009 - Present
Wyeth Pharmaceuticals  July 2007 - October 2008
Wyeth Pharmaceuticals  2005 - 2007
Wyeth Pharmaceuticals  2002 - 2005
Wyeth Pharmaceuticals  2001 - 2002
The Vanguard Group   1998 - 2000
The Lowen Group   1997 - 1998

Skills
Software Documentation, Project Management, Leadership, Management, Business Process, Training, Talent Management, Analysis, Call Centers, Service Delivery, Strategic Planning, Process Engineering, Access, Human Resources, Technical Support, Help Desk Support, Process Improvement, Vendor Management, Knowledge Management, Certified Project..., Business Analysis, Change Management, Cross-functional Team..., Integration, PMP

Education
Hampton University   1992 — 1994
Bachelor of Arts

Rahjima Francia Rahjima Francia Charlotte, North Carolina Area Details
Rahjima Francia's The Vanguard Group Experience 2008 - 2012
Job Patent Specialist
Industry Legal Services
Experience
Vanguard  March 2014 - May 2015
Vanguard  2012 - 2014
The Vanguard Group   2008 - 2012

Skills
Java, SQL, Microsoft Office, JavaScript, Agile Methodologies, XML, Project Management, Software Development, Business Analysis, JSF, Technical Writing, Technical Documentation, Leadership Development, Kanban

Education
Jacksonville State University   2005 — 2007
Bachelor of Science (B.S.), Computer Science

University of Alabama at Birmingham   2003 — 2005

Jeff Clapp Jeff Clapp Charlotte, North Carolina Area Details
Jeff Clapp's The Vanguard Group Experience 2003 - 2010
Job Developer at Vanguard
Industry Financial Services
Experience
Vanguard  2012 - Present
The Vanguard Group   2003 - 2010
Electronic Data Systems  1986 - 2000

Education
Hanover College   1982 — 1986

Laurel Bacogeorge Laurel Bacogeorge Charlotte, North Carolina Area Details
Laurel Bacogeorge's The Vanguard Group Experience September 1999 - Present
Job Compliance Administrator at The Vanguard Group
Industry Investment Management
Experience
Vanguard  2006 - Present
The Vanguard Group   September 1999 - Present
State Employees' Credit Union  November 1998 - August 1999
Japan Exchange Teaching (JET) Programme   August 1996 - August 1998

Skills
Series 7, FINRA, Series 24, Series 63, Process Improvement, Mutual Funds, Financial Services

Education
Guilford College   1987 — 1991

Larry Mcmanus Larry Mcmanus Greater Philadelphia Area Details
Larry Mcmanus's The Vanguard Group Experience January 1999 - Present
Job Registered Rep at Vanguard Group
Industry Financial Services
Experience
Villanova University  December 2007 - Present
The Vanguard Group   January 1999 - Present
Pathmark Stores, Inc.   September 1983 - July 1996

Education
Immaculata University   2003 — 2008

Cardinal O'Hara   1980 — 1984

Len Hunsicker Len Hunsicker Harrisburg, Pennsylvania Details
Len Hunsicker's The Vanguard Group Experience September 2005 - July 2011
Job Linehaul Driver at ABF Freight, Inc.
Industry Transportation/Trucking/Railroad
Experience
ABF Freight  November 2014 - Present
Cornerstone Institutional Investors, Inc.   May 2013 - September 2014
Cornerstone Advisors Asset Management, Inc.   May 2013 - September 2014
The Vanguard Group   September 2005 - July 2011
The Vanguard Group   June 2004 - September 2005
The Vanguard Group   April 2000 - June 2004
Vanguard  February 1999 - April 2000
Montgomery Newspapers  June 1996 - December 1999

Skills
Visio, Data Analysis, Financial Services, Leadership, Microsoft Excel, Access, PowerPoint, Business Analysis, Process Improvement, Training, Management, Human Resources, Microsoft Office, Outlook, Customer Service, Microsoft Word, SDLC, Analysis, Quality Assurance, Fundraising

Education
Immaculata University   2009 — 2012
B.A., Information Technology for Business, 3.86

Dan Lubicky Dan Lubicky Greater Philadelphia Area Details
Dan Lubicky's The Vanguard Group Experience April 2007 - January 2014
Job Service Delivery Manager Xerox HR Solutions
Industry Outsourcing/Offshoring
Experience
Xerox  January 2014 - Present
The Vanguard Group   April 2007 - January 2014
Hewitt Associates  May 2006 - March 2007
EDS, an HP Company  April 2005 - April 2006
Towers Perrin  May 1995 - March 2005

Education
Holy Family University   1990 — 1994
BA, Mathematics

Meghan Knapp Meghan Knapp Drexel Hill, Pennsylvania Details
Meghan Knapp's The Vanguard Group Experience 2005 - 2011
Job Relationship Analyst in Bank Strategy and Relations Group at Vanguard
Industry Financial Services
Experience
Vanguard  July 2015 - Present
Vanguard  October 2011 - Present
The Vanguard Group   2005 - 2011
Becket & Lee LLP  1999 - 2000

Skills
Financial Services, Mutual Funds, Visio, Process Improvement, Lotus Notes, Access, Relationship Management, SharePoint, Business Analysis, Project Management, Analysis, Finance

Education
University of Phoenix   2014 — 2017
Bachelor's Degree, Business Administration, Management and Operations, 3.91 GPA

Immaculata University   1997 — 2000
Certified, Paralegal

Main Line Paralegal Institute   1998 — 1999
Certified Paralegal, Paralegal Studies

Immaculata University   1997 — 1998

Archbishop Carroll Highschool   1993 — 1997
High School

Elia Eltringham Elia Eltringham Greater Philadelphia Area Details
Elia Eltringham's The Vanguard Group Experience September 2005 - September 2010
Job Sr. Software Test Engineer at Ellucian
Industry Information Technology and Services
Experience
Ellucian  June 2013 - Present
hibu  September 2010 - June 2013
The Vanguard Group   September 2005 - September 2010
The Vanguard Group   1999 - 2005
Malvern Systems   1996 - 1999

Skills
Testing, Software Quality..., Agile Methodologies, Agile Project Management, Higher Education, Quality Assurance, Software Documentation, Process Improvement, Requirements Analysis, Quality Center, Accessibility, Test Cases, System Testing, Scrum, Test Automation, Business Requirements, Regression Testing, Windows, Analysis, Unix, Business Analysis, SQL, Visio, Requirements Gathering, Software Development, QTP, Vendor Management, Defect Tracking, Teamwork, JIRA, Program Management, User Acceptance Testing, Test Management, Manual Testing, Six Sigma, Usability Testing, Documentation, Team Building, User Stories, Deadline Oriented, Mobile Technology, Software Project..., Process Development, Highly Adaptable, JAWS, NVDA, SharePoint

Education
Instituto Tecnológico de Ciudad Juárez   1990 — 1995
BS, Computer Science

Colegio de Bachilleres No.5   1987 — 1990
High school diploma

Amy Hennessey Amy Hennessey Greater Philadelphia Area Details
Amy Hennessey's The Vanguard Group Experience Fund AnalystVanguard1989 - 2012
Job Fund Analyst at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group   Fund AnalystVanguard1989 - 2012

Education
Immaculata University   2006 — 2010

Jeanette McCarthy Jeanette McCarthy Greater New York City Area Details
Jeanette McCarthy's The Vanguard Group Experience 2001 - 2002
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
The Vanguard Group   2001 - 2002
The Vanguard Group   1999 - 2001
JP Morgan  1995 - 1999
JP Morgan  January 1994 - December 1994
JP Morgan  January 1993 - December 1993
JP Morgan  1992 - 1993
JP Morgan  1989 - 1992
JP Morgan  1985 - 1989
JP Morgan  June 1984 - December 1984

Skills
Vendor Management, COBOL, Requirements Gathering, Software Documentation, Microsoft Excel, Team Leadership, Project Planning, MS Project, Project Management, Project Delivery, Resource Management, Cost Benefit, Change Management, Risk Management, Retention Management, Mainframe, SDLC

Education
Hofstra University   1980 — 1984
BS, Computer Science

Vanessa Forest Yeingst Vanessa Forest Yeingst Greater Philadelphia Area Details
Vanessa Forest Yeingst's The Vanguard Group Experience 1998 - 2007
Job Pipeline Manager
Industry Financial Services
Experience
Primary Residential Mortgage  July 2011 - Present
The Vanguard Group   1998 - 2007
Nationwide Insurance  June 1996 - June 1998

Skills
Recruiting, Banking, Mortgage Banking, Employee Relations, Insurance, Process Improvement, Team Building, FHA, Liability, Customer Service, Coaching, Credit, Leadership Development, Investments, Financial Analysis, Change Management, Interviews, Series 6, Series 63, Vendor Management, Mortgage Lending, Management, USDA, VA loans, Analysis, Underwriting, Negotiation, Refinance, Finance, Relationship Management, Loan Origination, Financial Services, Sales, Leadership, Residential Mortgages, Risk Management, Loans, Operations Management

Education
Immaculata University   1989 — 1993
BA, Economics and Business Administration

Susan Kovalesky Susan Kovalesky Greater Philadelphia Area Details
Susan Kovalesky's The Vanguard Group Experience June 1989 - June 1993
Job Consultant for the Successful Entrepreneur
Industry Financial Services
Experience
Balanced Bookkeeping Solutions   April 2010 - Present
Virtually On It   September 2006 - March 2010
The Vanguard Group   June 1989 - June 1993
Fidelities Equities Corporation   May 1988 - June 1989

Skills
Quickbooks, Small Business, Bookkeeping, Accounts Receivable, Training

Education
Saint Joseph's University - Erivan K. Haub School of Business   1989 — 1993
MBA, Finance

Grove City College   1983 — 1987
B.A., Business Administration

Melissa Sumner Melissa Sumner Greater Philadelphia Area Details
Melissa Sumner's The Vanguard Group Experience October 2007 - December 2013
Job Senior CTO Program Manager Big Data
Industry Investment Management
Experience
Vanguard  December 2013 - Present
The Vanguard Group   October 2007 - December 2013
Vanguard  January 2006 - September 2007
Vanguard  March 2002 - December 2005
MEDecision  2000 - 2002
CIGNA Healthcare  April 1999 - January 2000
Arris Systems  August 1998 - April 1999
CIGNA Healthcare  January 1995 - August 1998
CIGNA Healthcare  January 1995 - December 1995
CIGNA Healthcare  January 1992 - December 1994

Skills
SDLC, Agile Methodologies, Requirements Analysis, Business Analysis, Software Project..., Data Warehousing, SOA, Process Improvement, Data Modeling, Unix, SQL, Business Intelligence, Software Development, Enterprise Architecture, Vendor Management, Healthcare Information..., PL/SQL, Java, Java Enterprise Edition, Program Management

Education
St. Joseph's University   2004 — 2008
Master of Business Administration (MBA), Finance

Gwynedd-Mercy College   1990 — 1993
BS, Computer and Information Systems

Marykate Sadlier Marykate Sadlier Greater Philadelphia Area Details
Marykate Sadlier's The Vanguard Group Experience October 2012 - Present
Job Systems Analyst at The Vanguard Group
Industry Information Technology and Services
Experience
The Vanguard Group   October 2012 - Present
Vanguard  January 2008 - September 2012
Vanguard  February 2002 - December 2007
Vanguard  December 1998 - January 2002

Skills
Project Management, Business Analysis, Microsoft Excel, Agile Methodologies, Requirements Analysis, HP Quality Center, Device A, Software Testing Life..., Requirements Gathering, Manual Testing, System Testing, Regression Testing, Agile Testing, Test Management, Test Cases, Software Quality...

Education
Indiana University of Pennsylvania   1988 — 1992
Bachelor of Science, Communications

Downingtown Senior High School

Andrew Maack, CFP®, CFA Andrew Maack, CFP®, CFA Greater Philadelphia Area Details
Andrew Maack, CFP®, CFA's The Vanguard Group Experience October 2009 - October 2013
Job Head of FX Trading at Vanguard
Industry Investment Management
Experience
Vanguard  2013 - Present
The Vanguard Group   October 2009 - October 2013
Vanguard  January 2010 - December 2010
Vanguard  October 2002 - October 2004

Skills
Portfolio Management, Mutual Funds, Asset Allocation, Bloomberg, Equities, Fixed Income, Investments, Asset Management, Alternative Investments, Securities, ETFs, Investment Strategies, Capital Markets, Trading

Education
Indiana University of Pennsylvania   1998 — 2002

KimberlyAnn Huegel, SPHR KimberlyAnn Huegel, SPHR Greater Philadelphia Area Details
KimberlyAnn Huegel, SPHR's The Vanguard Group Experience February 2014 - Present
Job Human Resources Manager, Global Shared Services, Talent & Event Logistics at Vanguard
Industry Financial Services
Experience
SHRM (Philadelphia Chapter)   2015 - Present
The Vanguard Group   February 2014 - Present
The Vanguard Group   March 2012 - March 2014
The Vanguard Group   October 2007 - March 2012
The Vanguard Group   October 2005 - October 2007
The Vanguard Group   October 2003 - October 2005
The Vanguard Group   September 2000 - October 2003
The Vanguard Group   October 1997 - September 2000

Skills
People Leadership, Performance Management, Coaching, Staff Development, Leadership Development, Series 6, Series 63, Mutual Funds, Call Center Development, Retirement Planning, Retirement, PeopleSoft, Leadership, Vendor Management, Vendor Relationships, Contractors, Temporary Staffing, Recruiting, Human Resources, Management, Onboarding, Employee Benefits, Applicant Tracking..., College Recruiting, Talent Acquisition, Talent Management, HRIS, Employee Engagement, Development Of Employees, Employee Relations, Benefits Administration, Workforce Planning, New Hire Orientations, Interviews, Career Development, Employee Training, Team Building, Process Improvement, Customer Service

Education
Immaculata University   2011 — 2013
Bachelor of Arts (B.A.), Human Resources Development, Summa Cum Laude

West Chester University of Pennsylvania   1988 — 1994

Seth Adams, J.D., MBA Seth Adams, J.D., MBA Reno, Nevada Details
Seth Adams, J.D., MBA's The Vanguard Group Experience October 2004 - August 2005
Job Associate Attorney at Woodburn and Wedge
Industry Law Practice
Experience
Woodburn and Wedge   July 2014 - Present
McCarthy & Holthus LLP  January 2009 - July 2014
Douglas Brajcich, P.C.   May 2007 - May 2008
Low Income Taxpayer Clinic - University Legal Assistance   May 2006 - May 2007
The Vanguard Group   October 2004 - August 2005
Bank of America  May 2000 - October 2004

Skills
Legal Writing, Legal Research, Civil Litigation, Bankruptcy, Corporate Law, Corporate Governance, Courts, Commercial Litigation, Real Estate, Litigation, Trials, Estate Planning, Legal Assistance, Westlaw, Arbitration, Mediation

Education
Gonzaga University - School of Business Administration   2006 — 2008
MBA

Gonzaga University School of Law   2005 — 2008
J.D.

Northern Arizona University   1997 — 2001
Bachelor of Science (B.S.), American Political Studies

University of Washington   1999 — 2000
N/A, Political Science and Government

Tonya Brown, MBA, PMP Tonya Brown, MBA, PMP Charlotte, North Carolina Area Details
Tonya Brown, MBA, PMP's The Vanguard Group Experience
Job Project Manager at The Vanguard Group
Industry Information Technology and Services
Experience
The Vanguard Group  

Skills
Agile Project Management, MS Project, PMP, Project Management, Software Project..., Agile Methodologies, Waterfall

Education
Temple University - Fox School of Business and Management   1991 — 1994
Master of Business Administration (MBA), Operations Management and Supervision

Howard University   1984 — 1989
BS, Engineering

Eileen Pugh Eileen Pugh Washington D.C. Metro Area Details
Eileen Pugh's The Vanguard Group Experience 1984 - 1987
Job Consultant
Industry Executive Office
Experience
Consultant  November 2006 - Present
Volunteer Prince William   2010 - 2013
Crohn's & Colitis Foundation of America   2007 - October 2010
American Red Cross  1999 - 2002
Portsmouth Schools Foundation   1993 - 1998
Acacia Financial Group  1987 - 1990
The Vanguard Group   1984 - 1987

Skills
Non-profits, Fundraising, Organizational..., Program Management, Budgets, Strategic Planning, Leadership Development, Board Development, Leadership, Grants, Event Management, Strategy, Government, Philanthropy, Training, Nonprofits, Management, Community Outreach, Marketing Strategy, Policy, Non-profit..., Event Planning, Grant Writing, Public Speaking, Marketing, Program Development, Staff Development, Annual Giving, Volunteer Management, Recruiting, Community Development, Stewardship, Research, Project Planning, Proposal Writing, Public Relations, Human Resources, Economic Development, Program Evaluation, Non-profit Board..., Public Policy, Strategic Communications, Planned Giving, Conflict Resolution, Newsletters, Fundraisers, Media Relations, Mergers & Acquisitions

Education
Immaculata University   1983 — 1987

Exeter

Khaalis McGibboney Khaalis McGibboney Greater Philadelphia Area Details
Khaalis McGibboney's The Vanguard Group Experience July 2005 - Present
Job Quality Assurance Administrator at Vanguard
Industry Financial Services
Experience
Vanguard  July 2010 - Present
The Vanguard Group   July 2005 - Present
The Vanguard Group   2001 - July 2005
Vanguard  July 1999 - September 2001
Mellon PSFS  January 1998 - July 1999

Skills
Series 6, Series 63, Series 7

Education
Coatesville Area Senior High School   1992 — 1996

Immaculata University

Jovonne Williams Jovonne Williams Greater Philadelphia Area Details
Jovonne Williams's The Vanguard Group Experience September 2006 - August 2009
Job Stay at Home Mom, Volunteer and Independent Consultant
Industry Financial Services
Experience
Home  September 2011 - Present
Minnesota's First Judicial District   July 2010 - September 2011
The Vanguard Group   September 2006 - August 2009

Skills
Legal Research, Legal Writing, Westlaw, Securities, Litigation, Investigation, Mutual Funds, Court Appearances, Juvenile Justice, Family Services, Legal Compliance, Lexis Nexis, Legal Documents, Series 63

Education
Villanova University   2008 — 2009
Paralegal Certificate

Hampton University   1994 — 1998
Marketing

Jeff Freeman, CFA, CFP®, QKA Jeff Freeman, CFA, CFP®, QKA Greater Philadelphia Area Details
Jeff Freeman, CFA, CFP®, QKA's The Vanguard Group Experience October 2009 - October 2011
Job Sales Executive Institutional Investor Group at Vanguard
Industry Financial Services
Experience
Vanguard  November 2013 - Present
Vanguard  October 2011 - October 2013
The Vanguard Group   October 2009 - October 2011
The Vanguard Group   September 2006 - October 2009
The Vanguard Group   January 2005 - September 2006
The Vanguard Group   November 2003 - July 2005

Skills
Investments, Mutual Funds, Strategic Financial..., Series 7, 401k, Financial Analysis, Financial Modeling, Series 63, Market Research, Finance, Series 65, Client Relationship..., CRM, Equities, Portfolio Management, Retirement Planning, Financial Planning, Microsoft Office, Sales Support, Consultative Selling, Sales Management, Territory Management

Education
Saint Joseph's University - Erivan K. Haub School of Business   2006 — 2008
MBA, Finance

John Carroll University   1999 — 2003
BSBA, Finance

Bryan Moylan, CFP® Bryan Moylan, CFP® Bala Cynwyd, Pennsylvania Details
Bryan Moylan, CFP®'s The Vanguard Group Experience August 2007 - September 2008
Job Associate Advisor at Walden Capital Advisors
Industry Financial Services
Experience
Walden Capital Advisors   July 2011 - Present
BNY Mellon Global Investment Services   April 2010 - July 2011
Veritat Advisors  September 2008 - July 2009
The Vanguard Group   August 2007 - September 2008
The Vanguard Group   September 2005 - August 2007
The Vanguard Group   September 2004 - September 2005

Skills
Bloomberg, SWIFT payments, Lotus Notes, DTC, Routers, Investments, Mutual Funds, Microsoft Excel, Access, Settlement, Financial Services, Strategic Financial..., Fixed Income, Banking, Financial Modeling, Financial Analysis, Wealth Management, Asset Managment, Derivatives, Portfolio Management

Education
Indiana University of Pennsylvania   2000 — 2004
Bachelor of Science, Finance with Minor in Applied Statistics

Kelly O'Donnell Kelly O'Donnell Greater Philadelphia Area Details
Kelly O'Donnell's The Vanguard Group Experience April 2004 - Present
Job Global ProductETF Marketing Manager at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group   April 2004 - Present
The Vanguard Group   January 1999 - April 2004

Skills
Marketing Strategy, Advertising, Marketing Communications, Online Marketing, ETFs, Product Marketing, Product Launch, Public Relations, Finance, Creative Direction, Marketing, Project Management, Management

Education
Indiana University of Pennsylvania   1984 — 1989
BA, English

Kevin Savona Kevin Savona Greater Pittsburgh Area Details
Kevin Savona's The Vanguard Group Experience June 1998 - June 2005
Job Senior Portfolio Manager at BNY Mellon
Industry Investment Management
Experience
BNY Mellon  June 2008 - Present
TIAA-CREF  June 2005 - June 2008
The Vanguard Group   June 1998 - June 2005

Education
Indiana University of Pennsylvania
BS

Queens University of Charlotte
CFP®, Financial Planning

ramakrishna mannava ramakrishna mannava Greater Detroit Area Details
ramakrishna mannava's The Vanguard Group Experience July 2009 - February 2010
Job Citrix Administrator at FedEx Ground
Industry Information Technology and Services
Experience
FedEx Ground  February 2010 - Present
The Vanguard Group   July 2009 - February 2010
YRC Worldwide Technologies  January 2009 - April 2009
Ford  September 2008 - January 2009
Ford Motor Company  September 2008 - January 2009
PEROT SYSTEMS , OHIO   2008 - 2008
Washington Mutual Card Services  2007 - 2007

Education
Jawaharlal Nehru Technological University   2000 — 2004
BS, Electrical And Electronics Engineering

Elliot Boyce Elliot Boyce Greater Philadelphia Area Details
Elliot Boyce's The Vanguard Group Experience May 2000 - May 2001
Job Director of Quality Assurance
Industry Financial Services
Experience
PHH Mortgage  June 2013 - Present
PHH Mortgage  May 2003 - June 2013
Pegasus Communications  May 2001 - May 2002
The Vanguard Group   May 2000 - May 2001
Trump Taj Mahal  February 1997 - May 2000

Skills
Internal Audit, Risk Management, Financial Analysis, Sarbanes-Oxley Act, Auditing, Enterprise Risk..., Internal Controls, Mortgage Servicing, Financial Reporting, Banking, Credit, Financial Services, Financial Risk, Due Diligence

Education
Hampton University   1991 — 1996
BA, Economics

Tara Winey Tara Winey Phoenix, Arizona Area Details
Tara Winey's The Vanguard Group Experience October 1997 - November 2004
Job Senior Project Manager at Financial Engines
Industry Financial Services
Experience
Financial Engines  May 2008 - Present
The Vanguard Group   October 1997 - November 2004
Innovative Technology Systems, Inc   June 1992 - February 1995

Skills
Financial Services, Vendor Management, Process Improvement, Cross-functional Team..., Project Management, Program Management, SDLC, Visio, Risk Management, Agile Methodologies, Product Management, Business Analysis, Investments, Integration, Customer Experience, Change Management, Strategic Financial..., Benefits Management, Employee Benefits Design, Profit Optimization, Human Resources, Software Project..., Team Leadership, Call Center, PMO, Management, Business Strategy, Business Development, Strategic Planning, New Business Development, Leadership, Start-ups, Project Portfolio..., Business Process..., PMP, Strategy, Business Process, Team Building, Relationship Management, Team Management, Business Planning, Organizational..., Finance, Analysis, Manage Client..., Six Sigma, Process Engineering, Sales Management, Business Intelligence, CRM

Education
Hawaii Pacific University   1989 — 1993
B.S., Management

Chris Outt Chris Outt Danville, Pennsylvania Details
Chris Outt's The Vanguard Group Experience 1997 - 2007
Job Security Admin & System Configuration Team Leader at Geisinger Health Plan
Industry Hospital & Health Care
Experience
Geisinger Health Plan  CQI Coord.Geisinger Health System - GHPFebruary 2007 - October 2011
The Vanguard Group   1997 - 2007
The Vanguard  December 1997 - February 2006

Skills
Healthcare Information..., HIPAA, Process Improvement, Healthcare, Software Documentation, Access, Visio, SDLC, SharePoint, Business Analysis

Education
Indiana University of Pennsylvania   1991 — 1996
BS in Business, Human resources

Todd Hassler Todd Hassler Reading, Pennsylvania Area Details
Todd Hassler's The Vanguard Group Experience May 1998 - January 2013
Job Manager, New Business 401k
Industry Financial Services
Experience
Guardian Life  March 2015 - Present
Reading Health System  January 2013 - March 2015
The Vanguard Group   May 1998 - January 2013

Skills
Mutual Funds, Series 7, Securities, Series 63, Investments, 401k, Relationship Management, FINRA, Retirement, Pensions, Benefits Administration, Pension Administration, Defined Contribution, Retirement Plan..., Performance Management, Retirement Planning, Defined Benefit, Payroll, 403 b, Interviews, Organizational..., HRIS, ERISA, Qualified Retirement..., Personnel Management, Organizational Design, Open Enrollment, Vendor Management, Deferred Compensation, Job Coaching, Organizational..., Employee Training, Human Resources, Employee Engagement, Onboarding, Financial Services, Employee Benefits, New Hire Orientations, Employee Relations, Talent Management, Employment Law, Investment Strategies, Process Improvement, Manage Client..., Management, Change Management, Non-Qualified Deferred..., Coaching

Education
Villanova University   2013 — 2015
Master's degree Human Resource Development, Human Resources Management and Services

Immaculata University   2009 — 2012
Human Resource Management, Human Resources Management and Services

Jack T. Wagner Jack T. Wagner Greater Philadelphia Area Details
Jack T. Wagner's The Vanguard Group Experience January 1994 - Present
Job Director of Domestic Finance at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group   January 1994 - Present
The Vanguard Group   January 1994 - Present
Austin Industries, Inc.   1984 - 1993

Skills
Financial Services, Mutual Funds, Financial Analysis, Investments, Risk Management, Portfolio Management, Financial Modeling, Asset Allocation, Equities, Strategic Planning, Asset Management, Process Improvement

Education
Harvard Business School   2015 — 2015
Advanced Management Program

Southern Methodist University   1991 — 1993
MBA, Human Resources

University of North Texas   1986 — 1990
BBA, Corporate Finance

Rebecca Brumble Rebecca Brumble Greater Philadelphia Area Details
Rebecca Brumble's The Vanguard Group Experience 2006 - 2007
Job VP, eComm Channel Consultant/ePublishing at Bank of America
Industry Writing and Editing
Experience
Bank of America  October 2012 - Present
Freelance  June 2002 - Present
Rose Tree Media Night School   October 2007 - December 2013
Bank of America  March 2007 - October 2012
Washington Square West Civic Association   March 2008 - January 2012
The Vanguard Group   2006 - 2007
Gunite Specialist   2006 - 2006

Skills
Editing, Blogging, Newsletters, Spanish, Social Media, Facebook, Creative Writing, Social Networking, Microsoft Word, Event Planning, Research, E-commerce, Management, Public Relations, Social Media Marketing, Nonprofits, Fundraising, Teaching, Copy Editing, Public Speaking, Copywriting, Proofreading, Community Outreach, Volunteer Management, Website Development, Training, Press Releases, Higher Education, Grant Writing, Event Management

Education
University of Pittsburgh   2002 — 2006
Bachelors, English Writing

University of Pittsburgh   2002 — 2006
Bachelors, Spanish Language

Gonzaga University   2010 — 2010
Master's, Communication and Orgnizational Leadership

Larry Towle Larry Towle Greater Philadelphia Area Details
Larry Towle's The Vanguard Group Experience April 2002 - Present
Job Technology Researcher at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group   April 2002 - Present
RCG Information Technology  January 1997 - March 2002
JPMorgan  June 1991 - December 1996

Skills
Java, Agile, J2EE, JUnit, Scrum, Eclipse, Subversion, SQL, Waterfall, Agile Project Management, Software Development, HTML, Unix, Perl, CSS, SOA, Web Services, Application Development, XML, Software Project..., Ant, Spring

Education
Hofstra University   1987 — 1991
BBS, Management Information Systems

Avis Pohl Avis Pohl Greater New York City Area Details
Avis Pohl's The Vanguard Group Experience December 1998 - March 2001
Job Independent Financial Services Professional
Industry Financial Services
Experience
Independent Contractor, Financial Analysis, Financial Modeling   July 1993 - Present
The Vanguard Group   December 1998 - March 2001

Skills
Real Estate Investing, Real Estate Transactions, Section 1031 Exchanges, Retirement Planning, Strategic Financial..., Wealth Management, Retirement, Mutual Funds, Equities, Mortgage Lending, Asset Managment, Fixed Annuities, Asset Management

Education
College of Financial Planning
Achieved CFP certification

Iowa State University
Bachelor's degree, Family and Consumer Sciences/Human Sciences Communication

Jean Lu Jean Lu Greater Philadelphia Area Details
Jean Lu's The Vanguard Group Experience 2002 - Present
Job Principal/ Senior Analyst at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group   2002 - Present
Rochdale Investment Management  2000 - 2001
Hartford Investment Management  1997 - 2000
Moody's Investors Service  1996 - 1997

Education
Harvard University   1994 — 1996
Master's degree, Public Policy Analysis

Stanford University   1990 — 1994
Bachelor's degree, Economics, Communication and Media Studies

Peter Caruso Peter Caruso Greater Philadelphia Area Details
Peter Caruso's The Vanguard Group Experience June 1998 - March 2003
Job Information Technology
Industry Sports
Experience
Wells Fargo  2012 - 2013
Citizens Bank  August 2010 - September 2012
Conicelli Toyota  March 2009 - August 2009
Sunoco  May 2004 - March 2009
Knights of Columbus  2002 - 2004
The Vanguard Group   June 1998 - March 2003
Pep Boys  July 1995 - May 1997

Skills
Customer Satisfaction, Team Building, Sales Management, Customer Service, Automotive, Account Management, Negotiation, New Business Development, Sales, Strategic Planning, Customer Retention, Process Improvement, Budgets, Team Leadership, Purchasing, Cross-functional Team..., Coaching, Forecasting, Analysis, Inventory Management, Marketing Strategy, Merchandising

Education
Penn State University   2006 — 2007
Ce, Logistics, Materials, and Supply Chain Management

Immaculata University   2000 — 2003
B.A, Information Systems

Peirce College   1986 — 1989
A.S, Information Technology

Norwood Academy

Jason Willyard Jason Willyard Greater Chicago Area Details
Jason Willyard's The Vanguard Group Experience October 2010 - November 2012
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  April 2015 - Present
Fidelity Investments  December 2012 - Present
Fidelity Investments  December 2014 - April 2015
The Vanguard Group   October 2010 - November 2012

Skills
PowerPoint, Excel, Outlook, Access, Retail, Microsoft Office, Finance

Education
Imperial College London   2010 — 2010
Business

University of Arizona   2006 — 2010
Bachelor of Science, Business Finance

University of Arizona, Eller College of Management   2006 — 2010
Bachelor of Science, Business Finance

Kathleen Bock Kathleen Bock Greater Philadelphia Area Details
Kathleen Bock's The Vanguard Group Experience April 2014 - Present
Job Principal and Head of the Americas Region at The Vanguard Group
Industry Investment Management
Experience
The Vanguard Group   April 2014 - Present
The Vanguard Group   September 2005 - April 2014
The Vanguard Group   2000 - 2005
The Vanguard Group   1997 - 2000
various companies  1986 - 1997

Skills
Finance, Mutual Funds, Financial Services, Corporate Finance, Auditing, Securities, Managerial Finance, Internal Audit, Management, Leadership, Tax, Cash Management, Investment Management, Funding, Retirement, Loans, Financial Analysis, Enterprise Risk..., Risk Management, Internal Controls

Education
Harvard Business School   2009 — 2009
Advanced Management Program

Temple University - Fox School of Business and Management
BBA, Accounting - 1986

Paul Kapela Paul Kapela Greater New York City Area Details
Paul Kapela's The Vanguard Group Experience 2006 - 2007
Job Director at SeemanHoltz
Industry Financial Services
Experience
SeemanHoltz   November 2007 - Present
The Vanguard Group   2006 - 2007

Skills
Investments, Strategic Financial..., Insurance, Brokerage, Series 7, Mutual Funds, Series 63, Equities, Fixed Income, Wealth Management, Portfolio Management, Financial Services, Retirement Planning, Asset Management, Asset Allocation, Securities, Financial Analysis, Fixed Annuities, Series 65, Financial Planning, Investment Strategies, Financial Advisory, ETFs

Education
Johnson and Wales University   2002 — 2006
Bachelor of Science (B.S.), Finance and Financial Management Services

Patrick Mulcahy Jr. Patrick Mulcahy Jr. Chicago, Illinois Details
Patrick Mulcahy Jr.'s The Vanguard Group Experience April 2004 - August 2006
Job Trust Administrator II at Wells Fargo
Industry Banking
Experience
Wells Fargo  2014 - Present
BMO Financial Group  2012 - 2014
Avnet  March 2010 - 2012
US Bancorp Investments, Inc. & Insurance Services, LLC.   August 2006 - December 2009
The Vanguard Group   April 2004 - August 2006
Beneco  August 2003 - April 2004
Robert W. Baird & Co.   January 2001 - March 2003

Skills
Proficient in Microsoft..., Lotus Notes, Excel, Bloomberg, LexisNexis, Insurance, Sales Support, Financial Planning, Financial Reporting, Organizing, Operations

Education
Indiana University Bloomington   1997 — 2002
Bachelor of Science, Management

Indiana University - Kelley School of Business   1997 — 2001
Certificate, Business Foundations

Marquette University High School   1993 — 1997
High School Diploma, College Prepatory School

Sheila Pauley Sheila Pauley Greater Philadelphia Area Details
Sheila Pauley's The Vanguard Group Experience 1985 - 1998
Job Director of Athletics at The Agnes Irwin School
Industry Education Management
Experience
The Agnes Irwin School  July 2011 - Present
Springside School  July 2007 - June 2011
The Agnes Irwin School  November 2000 - June 2007
The Vanguard Group   1985 - 1998

Skills
Teaching, Curriculum Design, Event Planning, Curriculum Development, Cpr Certified, Athletics, Fundraising, Leadership, Sports, Community Outreach, Strategic Planning, Volunteer Management, Tutoring, Event Management, Leadership Development, Program Development

Education
Immaculata University   1981 — 1986
BS, Business

Immaculata University   1981 — 1986

Methacton High School

Fred Iannini Fred Iannini Greater Philadelphia Area Details
Fred Iannini's The Vanguard Group Experience 2000 - Present
Job Testing Administrator at Vanguard
Industry Financial Services
Experience
Vanguard  April 2010 - Present
The Vanguard Group   2000 - Present

Skills
Outlook, Microsoft Excel, Access, PowerPoint, Microsoft Word, Microsoft Office, Software Documentation, Customer Service

Education
Indiana State University   1989 — 1995
Bachelor of Science (BS), Accounting and Finance

Ocean County College   1987 — 1989

Derryl Lawrence Derryl Lawrence Norfolk, Virginia Area Details
Derryl Lawrence's The Vanguard Group Experience 2007 - 2008
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Torrential Data Inc   September 2008 - September 2010
The Vanguard Group   2007 - 2008

Skills
Databases, Testing, Regression Testing, Documentation, SQL, Project Management, Software Development, Business Analysis, Agile Methodologies, JavaScript

Education
Hampton University   1990 — 1992
BS, Computer Science

Lori Himes Lori Himes Greater Philadelphia Area Details
Lori Himes's The Vanguard Group Experience October 1996 - Present
Job Software Tester at The Vanguardian Group, Inc.
Industry Accounting
Experience
The Vanguard Group   October 1996 - Present
Coldwell Banker Rehrer & Associates   January 1987 - June 1995

Skills
Testing, Quality Center, Agile, Scrum, Software Quality..., Agile Methodologies, Requirements Analysis, Quality Assurance, Requirements Gathering, Waterfall, QTP, Visio, Agile Project Management, Software Project..., DB2, SQL, SharePoint, Software Documentation, SDLC, Unix, XML, HP Quality Center

Education
Hood College   1974 — 1978
BS, Home Economics

Derek Moon Derek Moon Phoenix, Arizona Area Details
Derek Moon's The Vanguard Group Experience August 2008 - Present
Job Relationship Manager at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group   August 2008 - Present
The Vanguard Group   August 2007 - August 2008

Skills
Product Development, Strategic Planning, Customer Relations, Customer Service, Risk Management, Competitive Analysis, Financial Analysis, Negotiation, Mutual Funds, Securities, Contract Management, Client Relationship...

Education
Goshen College   1994 — 1998
Bachelor of Arts (B.A.), Business Administration and Management, General

Stacy Best-Nervis Stacy Best-Nervis Scottsdale, Arizona Details
Stacy Best-Nervis's The Vanguard Group Experience August 2011 - Present
Job Sr. Compliance Administrator at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group   August 2011 - Present

Skills
Series 7, ETFs, Financial Services, Microsoft Excel, Financial Analysis, Relationship Management, Performance Management, 401k, Retirement Planning, Public Speaking, Asset Allocation, Project Management, Business Strategy, Investment Strategies, Securities, Sales, Risk Management, FINRA, Coaching, Wealth Management, Asset Management, Leadership, Business Development, Management, Business Process..., Access, Team Building, Finance, Strategic Planning, Change Management, Training, Vendor Management, Onboarding, College Recruiting, Leadership Development, Recruiting, Data Analysis, Strategic Financial..., Investment Management, CRM, Human Resources, Retirement

Education
Grand Canyon University   2012 — 2014
Master of Business Administration (MBA), Finance, General

New Mexico State University   2003 — 2007
Business Administration, Human Resources Management and Services

Ramona Magee Ramona Magee Greater Philadelphia Area Details
Ramona Magee's The Vanguard Group Experience May 1989 - Present
Job Financial Associate at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group   May 1989 - Present
Walmart  August 1987 - February 1989

Skills
Member of Pennsylvania..., Certified Bartender, Small Baking Business

Education
Montgomery County Community College   2009 — 2010
Culinary Arts, Baking and Pastry Arts/Baker/Pastry Chef

Grambling State University   1983 — 1987
Bachelor's degree, Business/Commerce, General

Juliane Spadone Juliane Spadone Greater Philadelphia Area Details
Juliane Spadone's The Vanguard Group Experience January 2007 - Present
Job Financial Administrator at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group   January 2007 - Present
Vanguard  September 2003 - December 2006
Vanguard  June 1999 - August 2003

Skills
Retirement Planning, Mutual Funds, Retirement, Strategic Financial..., Investments, Financial Analysis, Asset Allocation, Series 63, Series 6, Certified Financial..., Essbase, Microsoft Office

Education
Indiana University of Pennsylvania   1995 — 1999
Bachelor's degree, Finance, General

Charita Spruill Charita Spruill Greater Philadelphia Area Details
Charita Spruill's The Vanguard Group Experience
Job Systems Analyst at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group  

Skills
Microsoft Office, Project Management, Microsoft Excel, Access

Education
Gwynedd Mercy University   2006 — 2010

Jonathan Furches Jonathan Furches Cornelius, North Carolina Details
Jonathan Furches's The Vanguard Group Experience June 2003 - November 2012
Job Investment Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  November 2012 - Present
The Vanguard Group   June 2003 - November 2012

Skills
Mutual Funds, Series 7, Wealth Management, Series 63, Asset Allocation, Investments, Retirement Planning

Education
High Point University
Bachelor of Science, Finance

Deborah Isaac Deborah Isaac West Chester, Pennsylvania Details
Deborah Isaac's The Vanguard Group Experience January 2008 - Present
Job Business Systems Analyst at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group   January 2008 - Present
Vanguard  May 2004 - December 2007
Vanguard  December 2000 - May 2004

Skills
Project Coordination, Organizational..., Requirements Analysis, Requirements Gathering, System Requirements, Business Requirements, Business Relationship...

Education
Immaculata University
Certification, Information Technology

Shippensburg University of Pennsylvania
Bachelor of Arts, Communications

Donna Elizabeth Posillico Donna Elizabeth Posillico Phoenix, Arizona Details
Donna Elizabeth Posillico's The Vanguard Group Experience June 2002 - March 2013
Job Financial Services Professional
Industry Financial Services
Experience
The Vanguard Group   June 2002 - March 2013
Charles Schwab & Co. Inc., Signature Platinum   April 2000 - March 2002
Hofstra University School of Law  September 1991 - April 2000

Skills
Asset Management, Manage Client..., Internal Audit, Financial Controlling, Banking, Legal Research Skills, Project coordination, Coordination Of Projects, Financial Planning

Education
Hofstra University   1992 — 1994
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.482

New York University   1987 — 1989
Management and Finance

The American College - Certified Financial Planning Program   2004 — 2006
Certified Financial Planner certification courses

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