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
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
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
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
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
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
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
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
Immaculata University
BA, Finance, Organizational Dynamics
Indiana University of Pennsylvania
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
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
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
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
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
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
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
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
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
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
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
The Vanguard Group 1997 - Present
Skills
Mutual Funds
Education
Indiana University of Pennsylvania 1981 — 1985
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
The Vanguard Group September 1998 - Present
Prudential June 1993 - August 1998
Education
Hampton University 1989 — 1993
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
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
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)
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
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
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
Vanguard 2012 - Present
The Vanguard Group 2003 - 2010
Electronic Data Systems 1986 - 2000
Education
Hanover College 1982 — 1986
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
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
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
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
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
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
The Vanguard Group Fund AnalystVanguard1989 - 2012
Education
Immaculata University 2006 — 2010
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
The Vanguard Group
Skills
Microsoft Office, Project Management, Microsoft Excel, Access
Education
Gwynedd Mercy University 2006 — 2010
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
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
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