The Vanguard Group
Industry: Investment management company
DescriptionThe Vanguard Group is an American registered investment advisor based in Malvern, Pennsylvania with over $5.1 trillion in assets under management. It is the largest provider of mutual funds and the second-largest provider of exchange-traded funds in the world after BlackRock's iShares. Customer service: 0800 032 3731 Assets under management: 5.1 trillion USD (January 31, 2018) Founder: John C. Bogle Founded: 1 May 1975, Valley Forge, Pennsylvania, United States CEO: Mortimer J. Buckley (Jan 2018–) Headquarters: Valley Forge, Pennsylvania, United States
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The Vanguard Group Employees
Employee
Years
Job
Industry
Rasheeda Smith, MBA Rasheeda Smith, MBA's The Vanguard Group Experience May 1999 - January 2007
Job Senior Manager
Industry Financial Services
Experience
Charles Schwab October 2012 - Present
Wilmington Trust/ M&T Bank October 2008 - October 2012
VWR January 2007 - October 2008
The Vanguard Group May 1999 - January 2007
Skills
Financial Services, Corporate Trust, Internal Audit, Banking, Sarbanes-Oxley Act, Auditing, Financial Analysis, Internal Controls, Sarbanes-Oxley, Strategic Financial..., Risk Management, Finance, Financial Risk
Education
Saint Joseph's University 2010 — 2012
MBA, International Business
Lincoln University 1998 — 2002
B.S., Accounting w/ minor in Computer Science
Charles Schwab October 2012 - Present
Wilmington Trust/ M&T Bank October 2008 - October 2012
VWR January 2007 - October 2008
The Vanguard Group May 1999 - January 2007
Skills
Financial Services, Corporate Trust, Internal Audit, Banking, Sarbanes-Oxley Act, Auditing, Financial Analysis, Internal Controls, Sarbanes-Oxley, Strategic Financial..., Risk Management, Finance, Financial Risk
Education
Saint Joseph's University 2010 — 2012
MBA, International Business
Lincoln University 1998 — 2002
B.S., Accounting w/ minor in Computer Science
Lesley Ropp Lesley Ropp's The Vanguard Group Experience July 2008 - July 2010
Job Senior Interaction Designer at Huge Inc
Industry Design
Experience
SapientNitro August 2010 - May 2013
The Vanguard Group July 2008 - July 2010
The Vanguard Group July 2006 - July 2008
Juniata College August 2005 - May 2006
Juniata College August 2005 - May 2006
Concurrent Technologies Corporation July 2003 - August 2005
Skills
Wireframes, Mobile Experiences, User Experience, Interaction Design, Information Architecture, Usability Testing, User Experience Design, CSS, User Interface, Mobile Design, Flash, User-centered Design, OmniGraffle, Agile Methodologies
Education
Juniata College 2002 — 2006
BS, Information Technology
SapientNitro August 2010 - May 2013
The Vanguard Group July 2008 - July 2010
The Vanguard Group July 2006 - July 2008
Juniata College August 2005 - May 2006
Juniata College August 2005 - May 2006
Concurrent Technologies Corporation July 2003 - August 2005
Skills
Wireframes, Mobile Experiences, User Experience, Interaction Design, Information Architecture, Usability Testing, User Experience Design, CSS, User Interface, Mobile Design, Flash, User-centered Design, OmniGraffle, Agile Methodologies
Education
Juniata College 2002 — 2006
BS, Information Technology
Daniel Vozenilek Daniel Vozenilek's The Vanguard Group Experience May 2011 - August 2011
Job Web/Java Developer at Vanguard
Industry Computer Software
Experience
Vanguard June 2012 - Present
Lincoln University August 2011 - May 2012
The Vanguard Group May 2011 - August 2011
Visual Sound May 2010 - August 2010
Lincoln University October 2009 - April 2010
Skills
Java, Spring, JavaScript, AngularJS, jQuery, Groovy on Grails, Continuous Delivery, Selenium, JSP, HTML, CSS, Algorithms, C++, Selenium Testing, Continuous Integration, JUnit, Subversion, Scrum, XML, REST, Eclipse, Maven, Test Driven Development, JSON, XSLT, Kanban, Node.js, MongoDB, Bootstrap, Socket.io, Web Application Security, Agile Methodologies, Spring Framework
Education
Lincoln University 2008 — 2012
Bachelor of Science, Physics, Computer Science, Minor in Mathematics
Vanguard June 2012 - Present
Lincoln University August 2011 - May 2012
The Vanguard Group May 2011 - August 2011
Visual Sound May 2010 - August 2010
Lincoln University October 2009 - April 2010
Skills
Java, Spring, JavaScript, AngularJS, jQuery, Groovy on Grails, Continuous Delivery, Selenium, JSP, HTML, CSS, Algorithms, C++, Selenium Testing, Continuous Integration, JUnit, Subversion, Scrum, XML, REST, Eclipse, Maven, Test Driven Development, JSON, XSLT, Kanban, Node.js, MongoDB, Bootstrap, Socket.io, Web Application Security, Agile Methodologies, Spring Framework
Education
Lincoln University 2008 — 2012
Bachelor of Science, Physics, Computer Science, Minor in Mathematics
Sudheer Kasani Sudheer Kasani's The Vanguard Group Experience June 2000 - Present
Job IT Manager at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group June 2000 - Present
Iowa Workforce Development June 1998 - May 2000
Principal Financial Group January 1998 - June 1998
Skills
SDLC, Software Project..., Requirements Analysis, Agile Methodologies, Scrum, Waterfall, Quality Center, DB2, Agile Project Management, Project Management, ETL, MS Project, Testing, System Testing, PMP, COBOL, Mainframe, Scope Management, Resource Management, Planning and Budgeting, Risk Management, Team Leadership, Problem Solving, Project Integration, Business Acumen, Business Analysis, Requirements Gathering, Oracle, Software Quality..., Test Management, Test Planning, JCL, Visual Basic, IT Management, Software Development, PL/SQL, CICS, QTP, Regression Testing, Program Management, Leadership, Management, Visio
Education
Penn State University 2001 — 2007
Master of Science (MS), Computer and Information Sciences and Support Services
Kakatiya University 1992 — 1996
Bachelor of Technology (B.Tech.), Mechanical Engineering
The Vanguard Group June 2000 - Present
Iowa Workforce Development June 1998 - May 2000
Principal Financial Group January 1998 - June 1998
Skills
SDLC, Software Project..., Requirements Analysis, Agile Methodologies, Scrum, Waterfall, Quality Center, DB2, Agile Project Management, Project Management, ETL, MS Project, Testing, System Testing, PMP, COBOL, Mainframe, Scope Management, Resource Management, Planning and Budgeting, Risk Management, Team Leadership, Problem Solving, Project Integration, Business Acumen, Business Analysis, Requirements Gathering, Oracle, Software Quality..., Test Management, Test Planning, JCL, Visual Basic, IT Management, Software Development, PL/SQL, CICS, QTP, Regression Testing, Program Management, Leadership, Management, Visio
Education
Penn State University 2001 — 2007
Master of Science (MS), Computer and Information Sciences and Support Services
Kakatiya University 1992 — 1996
Bachelor of Technology (B.Tech.), Mechanical Engineering
Armando Llanes Llanear47@gmail.com Armando Llanes Llanear47@gmail.com's The Vanguard Group Experience April 1993 - March 2000
Job AVP Participant Communications and Strategy at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions July 2011 - Present
Landmark Education November 2007 - June 2015
Open Door Ministries January 2010 - December 2012
Retirement Educators January 2010 - June 2011
Lisa James Otto Country Properties February 2010 - May 2011
AllianceBernstein October 2003 - March 2009
Merrill Lynch March 2000 - October 2003
The Vanguard Group April 1993 - March 2000
The Vanguard Group May 1990 - April 1993
Skills
Relationship Management, Project Management, Financial Services, Public Speaking, Strategic Planning, Vendor Management, Leadership, Coaching, Team Building, Workshop Facilitation, Leadership Development, Team Leadership, Sales, Marketing, Event Planning, Investments, Training, Change Management, Consulting, Management
Education
Kean University 1984 — 1986
Business Administration
Saint Peter's University 1983 — 1984
Business Administration
Transamerica Retirement Solutions July 2011 - Present
Landmark Education November 2007 - June 2015
Open Door Ministries January 2010 - December 2012
Retirement Educators January 2010 - June 2011
Lisa James Otto Country Properties February 2010 - May 2011
AllianceBernstein October 2003 - March 2009
Merrill Lynch March 2000 - October 2003
The Vanguard Group April 1993 - March 2000
The Vanguard Group May 1990 - April 1993
Skills
Relationship Management, Project Management, Financial Services, Public Speaking, Strategic Planning, Vendor Management, Leadership, Coaching, Team Building, Workshop Facilitation, Leadership Development, Team Leadership, Sales, Marketing, Event Planning, Investments, Training, Change Management, Consulting, Management
Education
Kean University 1984 — 1986
Business Administration
Saint Peter's University 1983 — 1984
Business Administration
Meredith Hamilton Meredith Hamilton's The Vanguard Group Experience July 2005 - September 2014
Job Project Manager at Fiserv Lending Solutions
Industry Financial Services
Experience
Fiserv Lending Solutions September 2014 - Present
The Vanguard Group July 2005 - September 2014
The Vanguard Group November 2001 - July 2005
The Vanguard Group November 2000 - November 2001
Media Supply March 2000 - November 2000
The Home Depot May 1998 - March 2000
Skills
Project Management, Financial Services, Leadership, Strategy, Management, Relationship Management, Investments, Risk Management, Mutual Funds, Public Speaking, Business Analysis, Customer Service, Strategic Planning, Microsoft Office, Microsoft Excel, Forecasting, Call Centers, Analysis, SDLC, 401k, Sales, Training, Marketing Strategy, Business Process..., Microsoft Project, Microsoft Project Server, CMMI, ISO
Education
King's College 1994 — 1998
BA, English
Mount Saint Joseph Academy 1990 — 1994
High School Diploma, College Preparatory
Fiserv Lending Solutions September 2014 - Present
The Vanguard Group July 2005 - September 2014
The Vanguard Group November 2001 - July 2005
The Vanguard Group November 2000 - November 2001
Media Supply March 2000 - November 2000
The Home Depot May 1998 - March 2000
Skills
Project Management, Financial Services, Leadership, Strategy, Management, Relationship Management, Investments, Risk Management, Mutual Funds, Public Speaking, Business Analysis, Customer Service, Strategic Planning, Microsoft Office, Microsoft Excel, Forecasting, Call Centers, Analysis, SDLC, 401k, Sales, Training, Marketing Strategy, Business Process..., Microsoft Project, Microsoft Project Server, CMMI, ISO
Education
King's College 1994 — 1998
BA, English
Mount Saint Joseph Academy 1990 — 1994
High School Diploma, College Preparatory
Heather Davidson's The Vanguard Group Experience January 2007 - January 2011
Job Information Technology Consultant
Industry Information Technology and Services
Experience
The Vanguard Group January 2007 - January 2011
The Vanguard Group October 2004 - January 2007
The Vanguard Group April 2001 - October 2004
JPMorgan Chase and Co. June 1998 - April 2001
Nabisco Biscuit Company September 1997 - May 1998
Skills
Business Analysis, Requirements Engineering, Agile Methodology, Software Quality..., Training Development &..., Software Project..., Trading Systems, PeopleSoft, Process Development, Process Management, Business Process..., Payroll Processing, System Testing, Test Planning, Test Management, Testing, Manual Testing, User Acceptance Testing, Usability Testing, Test Director, MS Project, Project Planning, Project Coordination, Project Delivery, Agile Testing, Agile Project Management, Waterfall, Software Development, Customer Relations, Requirements Analysis, Agile Methodologies, Customer Service, Process Simulation, SDLC, PMP, Software Documentation, Business Requirements, Systems Analysis, Requirements Gathering, Project Management, Visio, Leadership, SharePoint, Data Analysis, Management, Product Management
Education
Saint Joseph's University - Erivan K. Haub School of Business 2002 — 2005
M.B.A., Management
Pennsylvania State University-Great Valley Graduate Center 1999 — 2000
Technical Certificate, Client/Server Development
La Salle University - School of Business Administration 1994 — 1998
B.S.B.A., Management Information Systems, Finance
The Vanguard Group January 2007 - January 2011
The Vanguard Group October 2004 - January 2007
The Vanguard Group April 2001 - October 2004
JPMorgan Chase and Co. June 1998 - April 2001
Nabisco Biscuit Company September 1997 - May 1998
Skills
Business Analysis, Requirements Engineering, Agile Methodology, Software Quality..., Training Development &..., Software Project..., Trading Systems, PeopleSoft, Process Development, Process Management, Business Process..., Payroll Processing, System Testing, Test Planning, Test Management, Testing, Manual Testing, User Acceptance Testing, Usability Testing, Test Director, MS Project, Project Planning, Project Coordination, Project Delivery, Agile Testing, Agile Project Management, Waterfall, Software Development, Customer Relations, Requirements Analysis, Agile Methodologies, Customer Service, Process Simulation, SDLC, PMP, Software Documentation, Business Requirements, Systems Analysis, Requirements Gathering, Project Management, Visio, Leadership, SharePoint, Data Analysis, Management, Product Management
Education
Saint Joseph's University - Erivan K. Haub School of Business 2002 — 2005
M.B.A., Management
Pennsylvania State University-Great Valley Graduate Center 1999 — 2000
Technical Certificate, Client/Server Development
La Salle University - School of Business Administration 1994 — 1998
B.S.B.A., Management Information Systems, Finance
Jason Skibek's The Vanguard Group Experience October 2013 - Present
Job Investment Professional at The Vanguard Group
Industry Investment Management
Experience
The Vanguard Group October 2013 - Present
Northeast Home Loan May 2013 - October 2013
Northeast Home Loan February 2013 - May 2013
Skills
Microsoft Office, Statistics, Social Media, Customer Service, Social Media Marketing, Facebook, Advertising, Marketing Communications, Sales, Investments, Marketing, Mortgage Banking
Education
Keene State College 2009 — 2013
Bachelor of Science (B.S.), Business Management
Woodland Regional High School 2005 — 2009
The Vanguard Group October 2013 - Present
Northeast Home Loan May 2013 - October 2013
Northeast Home Loan February 2013 - May 2013
Skills
Microsoft Office, Statistics, Social Media, Customer Service, Social Media Marketing, Facebook, Advertising, Marketing Communications, Sales, Investments, Marketing, Mortgage Banking
Education
Keene State College 2009 — 2013
Bachelor of Science (B.S.), Business Management
Woodland Regional High School 2005 — 2009
Andrew Lowrey, M.A. Andrew Lowrey, M.A.'s The Vanguard Group Experience February 2007 - September 2008
Job Program Consultant at American Reading Company
Industry Program Development
Experience
American Reading Company September 2014 - Present
Germantown Friends School August 2013 - September 2014
Benjamin Lovell Shoes July 2009 - July 2013
Centrum Jezykowe Golebia September 2008 - July 2009
The Vanguard Group February 2007 - September 2008
The Vanguard Group June 2005 - February 2007
The Vanguard Group September 2004 - June 2005
Skills
CRM, Management, Fixed Income, Training, Project Management, Finance, Time Management, Customer Service, Public Speaking, Cross-functional Team..., Negotiation, Teaching, Event Planning, Leadership, Analysis, Social Networking, Data Analysis
Education
La Salle University 2011 — 2014
Master of Arts (M.A.), Elementary Education/Special Education
Philadelphia University 1999 — 2003
Bachelor of Science (B.S.), Marketing
American Reading Company September 2014 - Present
Germantown Friends School August 2013 - September 2014
Benjamin Lovell Shoes July 2009 - July 2013
Centrum Jezykowe Golebia September 2008 - July 2009
The Vanguard Group February 2007 - September 2008
The Vanguard Group June 2005 - February 2007
The Vanguard Group September 2004 - June 2005
Skills
CRM, Management, Fixed Income, Training, Project Management, Finance, Time Management, Customer Service, Public Speaking, Cross-functional Team..., Negotiation, Teaching, Event Planning, Leadership, Analysis, Social Networking, Data Analysis
Education
La Salle University 2011 — 2014
Master of Arts (M.A.), Elementary Education/Special Education
Philadelphia University 1999 — 2003
Bachelor of Science (B.S.), Marketing
Nicco Angelone Nicco Angelone's The Vanguard Group Experience June 2011 - August 2011
Job Financial Analyst Corporate Treasury at Vanguard
Industry Financial Services
Experience
Vanguard September 2013 - Present
Vanguard August 2012 - Present
The Vanguard Group June 2011 - August 2011
Air Products and Chemicals, Inc. June 2010 - November 2010
Skills
Finance, Financial Analysis, Mutual Funds, Investments, Financial Modeling, Analysis
Education
Kutztown University of Pennsylvania 2008 — 2012
Bachelor of Science in Business Administration (BSBA), Finance and Accounting
Vanguard September 2013 - Present
Vanguard August 2012 - Present
The Vanguard Group June 2011 - August 2011
Air Products and Chemicals, Inc. June 2010 - November 2010
Skills
Finance, Financial Analysis, Mutual Funds, Investments, Financial Modeling, Analysis
Education
Kutztown University of Pennsylvania 2008 — 2012
Bachelor of Science in Business Administration (BSBA), Finance and Accounting
John Raidy John Raidy's The Vanguard Group Experience December 2000 - Present
Job Relationship Manager at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group December 2000 - Present
Aetna June 1998 - December 2000
Unisys May 1988 - June 1998
Skills
Banking Relationships, Client Service, Strategic Partnerships, Financial Services, Vendor Management, Relationship Management, Banking, Securities, Client Services, Portfolio Management, Mutual Funds, Finance, Process Improvement, Management, Financial Analysis, Business Analysis, Risk Management
Education
La Salle University - School of Business Administration 1999 — 2001
MBA, Finance
Villanova University 1983 — 1987
BSBA, Finance
The Vanguard Group December 2000 - Present
Aetna June 1998 - December 2000
Unisys May 1988 - June 1998
Skills
Banking Relationships, Client Service, Strategic Partnerships, Financial Services, Vendor Management, Relationship Management, Banking, Securities, Client Services, Portfolio Management, Mutual Funds, Finance, Process Improvement, Management, Financial Analysis, Business Analysis, Risk Management
Education
La Salle University - School of Business Administration 1999 — 2001
MBA, Finance
Villanova University 1983 — 1987
BSBA, Finance
Andrew Yorgey, CFP(R), CTFA's The Vanguard Group Experience May 2006 - Present
Job Sr. Financial Advisor at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group May 2006 - Present
The Vanguard Group, Inc January 2000 - May 2006
The Vanguard Group December 1998 - January 2000
Vanguard February 1996 - December 1998
Skills
Investment Advisory, Series 7, Series 6, Wealth Management, Certified Financial..., Asset Management, Series 24, Personal Financial..., 401k, Asset Allocation, ETFs, Estate Planning, Finance, High Net Worth..., Investment Management, Investment Strategies, Investments, Mutual Funds, Portfolio Management, Retirement, Retirement Planning, Series 63, Series 65, Strategic Financial...
Education
Liberty University 1985 — 1989
BS, Finance
The Vanguard Group May 2006 - Present
The Vanguard Group, Inc January 2000 - May 2006
The Vanguard Group December 1998 - January 2000
Vanguard February 1996 - December 1998
Skills
Investment Advisory, Series 7, Series 6, Wealth Management, Certified Financial..., Asset Management, Series 24, Personal Financial..., 401k, Asset Allocation, ETFs, Estate Planning, Finance, High Net Worth..., Investment Management, Investment Strategies, Investments, Mutual Funds, Portfolio Management, Retirement, Retirement Planning, Series 63, Series 65, Strategic Financial...
Education
Liberty University 1985 — 1989
BS, Finance
James Heisler, CFP®, EA, CDFA James Heisler, CFP®, EA, CDFA's The Vanguard Group Experience 1997 - 2006
Job Seasoned financial planner helping women and families in transition; small business group insurance professional
Industry Financial Services
Experience
Family Wealth Services, LLC January 2006 - Present
St. Jerome's Catholic Church 2012 - 2012
Vanguard 1997 - 2006
The Vanguard Group 1997 - 2006
Skills
Mutual Funds, Investments, Series 63, Series 7, Strategic Financial..., Portfolio Management, Asset Allocation, Investment Advisory, Retirement Planning, Wealth Management, Asset Managment, Investment Management, Investment Strategies, Equities, Estate Planning, ETFs, Alternative Investments, Securities, Fixed Income, Financial Analysis
Education
La Salle University 1987 — 1994
BS, MBA, Finance
Central High School 1983 — 1987
Diploma, Academics
St. Leo
St. Leo
Family Wealth Services, LLC January 2006 - Present
St. Jerome's Catholic Church 2012 - 2012
Vanguard 1997 - 2006
The Vanguard Group 1997 - 2006
Skills
Mutual Funds, Investments, Series 63, Series 7, Strategic Financial..., Portfolio Management, Asset Allocation, Investment Advisory, Retirement Planning, Wealth Management, Asset Managment, Investment Management, Investment Strategies, Equities, Estate Planning, ETFs, Alternative Investments, Securities, Fixed Income, Financial Analysis
Education
La Salle University 1987 — 1994
BS, MBA, Finance
Central High School 1983 — 1987
Diploma, Academics
St. Leo
St. Leo
Robert (Bob) Henkel Sr. CFP®, CEBS, RPA,CSSR CIR PRC Robert (Bob) Henkel Sr. CFP®, CEBS, RPA,CSSR CIR PRC's The Vanguard Group Experience November 1998 - February 2008
Job Senior Financial Staffing Counselor / Recruiter
Industry Oil & Energy
Experience
Aramco Services Company April 2008 - Present
The Vanguard Group November 1998 - February 2008
Skills
Employee Relations, Talent Acquisition, Coaching, Sourcing, Interviewing, Staff Development, Human Resources, Management, Interviews, Technical Recruiting, CPA, Healthcare, Onboarding, Leadership, Training, Dentistry, Time Management, Recruiting, Talent Management, Process Improvement, Succession Planning, Finance, Employee Training, Employee Benefits, Leadership Development, Temporary Placement, HR Policies, Auditing, Deferred Compensation, Organizational..., Applicant Tracking..., Payroll, HRIS, Budgets, Performance Management, Personnel Management, Urology, Analysis, Risk Management, Employee Engagement, New Hire Orientations, Internet Recruiting, College Recruiting, Team Building, Change Management, PeopleSoft, Executive Search, Policy, Hiring, Staffing Services
Education
California Southern University 2012 — 2016
Master's degree - Taking Sabatical from Studying -, Psychology - Marriage and Family Therapy
Kean University 1980 — 1983
Business
Thomas Edison State College
BA, Social Science
Aramco Services Company April 2008 - Present
The Vanguard Group November 1998 - February 2008
Skills
Employee Relations, Talent Acquisition, Coaching, Sourcing, Interviewing, Staff Development, Human Resources, Management, Interviews, Technical Recruiting, CPA, Healthcare, Onboarding, Leadership, Training, Dentistry, Time Management, Recruiting, Talent Management, Process Improvement, Succession Planning, Finance, Employee Training, Employee Benefits, Leadership Development, Temporary Placement, HR Policies, Auditing, Deferred Compensation, Organizational..., Applicant Tracking..., Payroll, HRIS, Budgets, Performance Management, Personnel Management, Urology, Analysis, Risk Management, Employee Engagement, New Hire Orientations, Internet Recruiting, College Recruiting, Team Building, Change Management, PeopleSoft, Executive Search, Policy, Hiring, Staffing Services
Education
California Southern University 2012 — 2016
Master's degree - Taking Sabatical from Studying -, Psychology - Marriage and Family Therapy
Kean University 1980 — 1983
Business
Thomas Edison State College
BA, Social Science
Howard Bampton Howard Bampton's The Vanguard Group Experience January 2008 - July 2010
Job Senior UNIX System Administrator
Industry Research
Experience
Private Company August 2010 - Present
The Vanguard Group January 2008 - July 2010
Freescale Semiconductor June 1998 - August 2007
Stibo August 1996 - May 1998
Motorola August 1994 - August 1996
Skills
Solaris, Unix, Red Hat Linux, Linux, System Administration, NFS, Hardware, Shell Scripting, Security, Sun, CentOS, NetApp, Bash, Unix Shell Scripting, Computer Security, C, DNS, Infrastructure, Awk, Sed, Network Security, SSH, Performance Tuning, RedHat, Nagios, Storage, NIS, Linux System..., Csh, Software, Patch Management, Open Source Software, Network Appliance, Debugging, IT Operations, snapvault, System Deployment, ossv, NetApp Filers, Netapp Cluster Mode, Netapp 7 Mode
Education
University of Tennessee-Knoxville 1991 — 1994
MS, Computer Science
Villanova University 1989 — 1991
BS, Computer Science
Lebanon Valley College 1987 — 1989
Computer Science
Private Company August 2010 - Present
The Vanguard Group January 2008 - July 2010
Freescale Semiconductor June 1998 - August 2007
Stibo August 1996 - May 1998
Motorola August 1994 - August 1996
Skills
Solaris, Unix, Red Hat Linux, Linux, System Administration, NFS, Hardware, Shell Scripting, Security, Sun, CentOS, NetApp, Bash, Unix Shell Scripting, Computer Security, C, DNS, Infrastructure, Awk, Sed, Network Security, SSH, Performance Tuning, RedHat, Nagios, Storage, NIS, Linux System..., Csh, Software, Patch Management, Open Source Software, Network Appliance, Debugging, IT Operations, snapvault, System Deployment, ossv, NetApp Filers, Netapp Cluster Mode, Netapp 7 Mode
Education
University of Tennessee-Knoxville 1991 — 1994
MS, Computer Science
Villanova University 1989 — 1991
BS, Computer Science
Lebanon Valley College 1987 — 1989
Computer Science
William Furia William Furia's The Vanguard Group Experience 1996 - 2002
Job Vice President & Trust Advisor at The Bryn Mawr Trust Company
Industry Financial Services
Experience
The Bryn Mawr Trust Company November 2011 - Present
Wilmington Trust 2006 - 2011
SEI Investments 2002 - 2006
The Vanguard Group 1996 - 2002
Delaware Investments, a member of the Macquarie Group 1993 - 1995
Skills
Series 7, Wealth Management, Mutual Funds, Asset Allocation, Investment Advisory, Investment Strategies, Investments, ETFs, Strategic Financial..., Securities, Retirement Planning, Asset Managment, Portfolio Management, Retirement, Estate Planning
Education
The American College 2000 — 2003
CERTIFIED FINANCIAL PLANNER
La Salle University 1988 — 1993
B.A., Communications
The Bryn Mawr Trust Company November 2011 - Present
Wilmington Trust 2006 - 2011
SEI Investments 2002 - 2006
The Vanguard Group 1996 - 2002
Delaware Investments, a member of the Macquarie Group 1993 - 1995
Skills
Series 7, Wealth Management, Mutual Funds, Asset Allocation, Investment Advisory, Investment Strategies, Investments, ETFs, Strategic Financial..., Securities, Retirement Planning, Asset Managment, Portfolio Management, Retirement, Estate Planning
Education
The American College 2000 — 2003
CERTIFIED FINANCIAL PLANNER
La Salle University 1988 — 1993
B.A., Communications
James Greco's The Vanguard Group Experience 1997 - 1999
Job Operations Director at SAP
Industry Computer Software
Experience
SAP August 2014 - Present
SAP March 2011 - Present
JAG Real Estate Investments LLC May 2009 - March 2014
SAP March 2009 - April 2011
SAP January 2005 - July 2008
SAP America October 2002 - December 2004
SAP America May 2000 - October 2002
The Vanguard Group 1997 - 1999
Skills
SAP, Customer Relations, MS Office Suite, Sales Support, Managerial Experience, Real Estate Investment, Software Project..., SAP R/3, SAP CRM, Financial Reporting, Process Development, Sales Operations, Management, Customer Service, Investment Properties, Microsoft Office, Program Management, Business Process, CRM, ERP, Process Simulation, Business Intelligence, Enterprise Software, IT Strategy, Cloud Computing, Business Analysis, Pre-sales, Business Process..., Professional Services, SaaS, SAP ERP, Solution Selling, Management Consulting, Business Alliances
Education
La Salle University - School of Business Administration 1988 — 1992
BS, Finance/Management
Roman Catholic HS 1984 — 1988
High School, General Studies
SAP August 2014 - Present
SAP March 2011 - Present
JAG Real Estate Investments LLC May 2009 - March 2014
SAP March 2009 - April 2011
SAP January 2005 - July 2008
SAP America October 2002 - December 2004
SAP America May 2000 - October 2002
The Vanguard Group 1997 - 1999
Skills
SAP, Customer Relations, MS Office Suite, Sales Support, Managerial Experience, Real Estate Investment, Software Project..., SAP R/3, SAP CRM, Financial Reporting, Process Development, Sales Operations, Management, Customer Service, Investment Properties, Microsoft Office, Program Management, Business Process, CRM, ERP, Process Simulation, Business Intelligence, Enterprise Software, IT Strategy, Cloud Computing, Business Analysis, Pre-sales, Business Process..., Professional Services, SaaS, SAP ERP, Solution Selling, Management Consulting, Business Alliances
Education
La Salle University - School of Business Administration 1988 — 1992
BS, Finance/Management
Roman Catholic HS 1984 — 1988
High School, General Studies
Perry Appino's The Vanguard Group Experience July 2006 - Present
Job Senior IT Manager at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group July 2006 - Present
Susquehanna International Group March 1997 - July 2006
NationsBanc Capital Markets, Inc. January 1993 - March 1997
IBM October 1984 - January 1993
Education
The Johns Hopkins University 1979 — 1984
Ph.D., Operations Research
Lehigh University 1975 — 1979
BS, Environmental Chemistry
The Vanguard Group July 2006 - Present
Susquehanna International Group March 1997 - July 2006
NationsBanc Capital Markets, Inc. January 1993 - March 1997
IBM October 1984 - January 1993
Education
The Johns Hopkins University 1979 — 1984
Ph.D., Operations Research
Lehigh University 1975 — 1979
BS, Environmental Chemistry
Jessica Paettie Jessica Paettie's The Vanguard Group Experience October 2010 - October 2011
Job Retirement Plan Administrator at The Vanguard Group
Industry Financial Services
Experience
Vanguard November 2013 - Present
Vanguard October 2011 - November 2013
The Vanguard Group October 2010 - October 2011
King's College Department of Psychology August 2008 - May 2011
Child Guidance Resource Centers June 2009 - August 2009
King's College Registrar's Office August 2006 - May 2008
Education
King's College 2006 — 2010
B.S., Business Administration
Vanguard November 2013 - Present
Vanguard October 2011 - November 2013
The Vanguard Group October 2010 - October 2011
King's College Department of Psychology August 2008 - May 2011
Child Guidance Resource Centers June 2009 - August 2009
King's College Registrar's Office August 2006 - May 2008
Education
King's College 2006 — 2010
B.S., Business Administration
Damian J Lyons Damian J Lyons's The Vanguard Group Experience May 2005 - April 2007
Job Investment Professional
Industry Financial Services
Experience
PFS Investments September 2013 - Present
Nationwide Insurance November 2012 - May 2013
VALIC September 2010 - November 2012
Huntington Bank February 2010 - August 2010
Self July 2009 - January 2010
Waddell & Reed July 2009 - January 2010
Waddell & Reed July 2009 - January 2010
Linsco/Private Ledger April 2007 - June 2009
LPL Financial Services 2007 - 2009
The Vanguard Group May 2005 - April 2007
Skills
Series 6, Series 7, Mutual Funds, Series 63, Retirement Planning, Retirement, IRAs, Securities, Uniform Combined State..., Insurance, Financial Advisory, Estate Planning, FINRA, Financial Planners, Financial Services, Investments, Life Insurance, Asset Managment, Fixed Annuities, Wealth Management, Bonds, Options, 401k, High Net Worth..., Customer Service, Asset Management, Financial Analysis, Finance, Portfolio Management, Loans, Financial Planning, Leadership, Microsoft Office, Sales, Strategic Planning, Coaching, Public Speaking
Education
Keller Graduate School of Management of DeVry University 2011 — 2014
Master of Information Systems and Management (MISM), Data Administration and Management
Southern University A&M College 1994 — 2001
B.S, Rehabilitation Counseling
Southern University and Agricultural and Mechanical College at Baton Rouge 1994 — 2001
Bachelor of Science, Rehabilitation Counseling/Psychology
Scotlandville Magnet High School 1990 — 1994
High School Diploma
PFS Investments September 2013 - Present
Nationwide Insurance November 2012 - May 2013
VALIC September 2010 - November 2012
Huntington Bank February 2010 - August 2010
Self July 2009 - January 2010
Waddell & Reed July 2009 - January 2010
Waddell & Reed July 2009 - January 2010
Linsco/Private Ledger April 2007 - June 2009
LPL Financial Services 2007 - 2009
The Vanguard Group May 2005 - April 2007
Skills
Series 6, Series 7, Mutual Funds, Series 63, Retirement Planning, Retirement, IRAs, Securities, Uniform Combined State..., Insurance, Financial Advisory, Estate Planning, FINRA, Financial Planners, Financial Services, Investments, Life Insurance, Asset Managment, Fixed Annuities, Wealth Management, Bonds, Options, 401k, High Net Worth..., Customer Service, Asset Management, Financial Analysis, Finance, Portfolio Management, Loans, Financial Planning, Leadership, Microsoft Office, Sales, Strategic Planning, Coaching, Public Speaking
Education
Keller Graduate School of Management of DeVry University 2011 — 2014
Master of Information Systems and Management (MISM), Data Administration and Management
Southern University A&M College 1994 — 2001
B.S, Rehabilitation Counseling
Southern University and Agricultural and Mechanical College at Baton Rouge 1994 — 2001
Bachelor of Science, Rehabilitation Counseling/Psychology
Scotlandville Magnet High School 1990 — 1994
High School Diploma
Todd Fronauer Todd Fronauer's The Vanguard Group Experience May 2000 - April 2002
Job Director of Media & Interaction at Performance Development Group
Industry Graphic Design
Experience
Performance Development Group May 2011 - Present
Pfizer April 2002 - May 2011
The Vanguard Group May 2000 - April 2002
Schubert Communications August 1998 - May 2000
Skills
Management, Art Direction, Graphic Design, Illustration, Motion Graphics, Animation, Typography, Video Production, Character Designs, Print Design, Web Design, Training
Education
Kutztown University of Pennsylvania 1994 — 1998
BFA, Communication Design
Performance Development Group May 2011 - Present
Pfizer April 2002 - May 2011
The Vanguard Group May 2000 - April 2002
Schubert Communications August 1998 - May 2000
Skills
Management, Art Direction, Graphic Design, Illustration, Motion Graphics, Animation, Typography, Video Production, Character Designs, Print Design, Web Design, Training
Education
Kutztown University of Pennsylvania 1994 — 1998
BFA, Communication Design
Andrea Reiss Andrea Reiss's The Vanguard Group Experience 2000 - Present
Job Software Tech at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group 2000 - Present
Education
Kutztown University of Pennsylvania 1985 — 1989
BS, Telecommunications
The Vanguard Group 2000 - Present
Education
Kutztown University of Pennsylvania 1985 — 1989
BS, Telecommunications
Eric Daugherty Eric Daugherty's The Vanguard Group Experience October 2004 - October 2005
Job Senior V.P., Business Planning & Analysis at Philadelphia Freedom Valley YMCA
Industry Nonprofit Organization Management
Experience
Philadelphia Freedom Valley YMCA November 2014 - Present
Freedom Valley YMCA April 2012 - November 2014
Pennsylvania SPCA 2011 - 2012
kasina April 2009 - July 2011
Eric R. Daugherty, CFP® October 2008 - March 2009
Vanguard October 2005 - October 2008
The Vanguard Group October 2004 - October 2005
The Vanguard Group February 2004 - October 2004
The Vanguard Group February 2002 - February 2004
The Vanguard Group April 2001 - February 2002
Skills
Strategic Planning, Financial Modeling, Financial Analysis, Financial Planning, Budgeting, Investments, Asset Allocation, Planning, Analysis, Financial Management, Competitive Analysis, Corporate Finance, Process Improvement, Excel, Strategic Financial..., Portfolio Management, Budgets
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance
Lehigh University - College of Business and Economics 1984 — 1988
B.S., Accounting
William Tennent Senior High School 1980 — 1983
Philadelphia Freedom Valley YMCA November 2014 - Present
Freedom Valley YMCA April 2012 - November 2014
Pennsylvania SPCA 2011 - 2012
kasina April 2009 - July 2011
Eric R. Daugherty, CFP® October 2008 - March 2009
Vanguard October 2005 - October 2008
The Vanguard Group October 2004 - October 2005
The Vanguard Group February 2004 - October 2004
The Vanguard Group February 2002 - February 2004
The Vanguard Group April 2001 - February 2002
Skills
Strategic Planning, Financial Modeling, Financial Analysis, Financial Planning, Budgeting, Investments, Asset Allocation, Planning, Analysis, Financial Management, Competitive Analysis, Corporate Finance, Process Improvement, Excel, Strategic Financial..., Portfolio Management, Budgets
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance
Lehigh University - College of Business and Economics 1984 — 1988
B.S., Accounting
William Tennent Senior High School 1980 — 1983
Matt Schweizer Matt Schweizer's The Vanguard Group Experience January 1995 - January 1998
Job Director of Sales at Blue Agility
Industry Computer Software
Experience
Blue Agility July 2014 - Present
MaaS360 by Fiberlink, an IBM company January 2013 - July 2014
Sovereign Bank October 2011 - January 2013
i-Squared Consulting February 2009 - January 2013
Citizens Financial Group April 2008 - February 2009
Dealer Services Corporation January 2006 - February 2008
Wachovia Bank June 2005 - January 2006
New York Life Insurance Companies January 2002 - June 2005
Automotive Finance Corporation January 1998 - January 2003
The Vanguard Group January 1995 - January 1998
Skills
Finance, Sales, Team Building, Sales Process, Management, Customer Retention, CRM, Portfolio Management, Customer Satisfaction, Sales Management, New Business Development, Sales Operations, Business Planning, Recruiting, Cold Calling, Marketing, Security, Marketing Strategy, Loans, Risk Management, Customer Service, Investments, Coaching, Relationship Management
Education
Kutztown University of Pennsylvania 1990 — 1994
BS, Criminal Justice
Blue Agility July 2014 - Present
MaaS360 by Fiberlink, an IBM company January 2013 - July 2014
Sovereign Bank October 2011 - January 2013
i-Squared Consulting February 2009 - January 2013
Citizens Financial Group April 2008 - February 2009
Dealer Services Corporation January 2006 - February 2008
Wachovia Bank June 2005 - January 2006
New York Life Insurance Companies January 2002 - June 2005
Automotive Finance Corporation January 1998 - January 2003
The Vanguard Group January 1995 - January 1998
Skills
Finance, Sales, Team Building, Sales Process, Management, Customer Retention, CRM, Portfolio Management, Customer Satisfaction, Sales Management, New Business Development, Sales Operations, Business Planning, Recruiting, Cold Calling, Marketing, Security, Marketing Strategy, Loans, Risk Management, Customer Service, Investments, Coaching, Relationship Management
Education
Kutztown University of Pennsylvania 1990 — 1994
BS, Criminal Justice
John P Giovinazzo John P Giovinazzo's The Vanguard Group Experience February 1996 - October 1998
Job Equity Finance / Securities Lending / Stock Loan / Prime Brokerage Trading and Operations Professional
Industry Financial Services
Experience
Sports Authority September 2012 - Present
Pets Supplies Plus December 2014 - February 2015
Modern Landscapes March 2014 - December 2014
Fred's Contracting Inc March 2012 - September 2012
Ascensus November 2010 - February 2012
Fred's Contracting Inc January 2009 - November 2010
UBS Investment Bank June 2008 - December 2008
Goldman Sachs August 2004 - February 2008
JP Morgan October 1998 - August 2004
The Vanguard Group February 1996 - October 1998
Skills
Hedge Funds, Fixed Income, Securities, Equities, Investments, Bloomberg, Trading, Customer Service, 401k, Bonds, Mutual Funds, Retirement Benefits, ETFs, Financial Services, Series 7, Securities Lending, FINRA, Alternative Investments, Corporate Actions, Asset Management, Finance, Settlement, Banking, Financial Risk, Prime Brokerage, Options, Derivatives
Education
Lehigh University - College of Business and Economics 1991 — 1995
B.S., Finance
Hatboro-Horsham 1988 — 1991
Sports Authority September 2012 - Present
Pets Supplies Plus December 2014 - February 2015
Modern Landscapes March 2014 - December 2014
Fred's Contracting Inc March 2012 - September 2012
Ascensus November 2010 - February 2012
Fred's Contracting Inc January 2009 - November 2010
UBS Investment Bank June 2008 - December 2008
Goldman Sachs August 2004 - February 2008
JP Morgan October 1998 - August 2004
The Vanguard Group February 1996 - October 1998
Skills
Hedge Funds, Fixed Income, Securities, Equities, Investments, Bloomberg, Trading, Customer Service, 401k, Bonds, Mutual Funds, Retirement Benefits, ETFs, Financial Services, Series 7, Securities Lending, FINRA, Alternative Investments, Corporate Actions, Asset Management, Finance, Settlement, Banking, Financial Risk, Prime Brokerage, Options, Derivatives
Education
Lehigh University - College of Business and Economics 1991 — 1995
B.S., Finance
Hatboro-Horsham 1988 — 1991
A. Andrew (Andy) Miller A. Andrew (Andy) Miller's The Vanguard Group Experience December 1999 - Present
Job Application Content Engineering Developer at The Vanguard Group
Industry Investment Management
Experience
The Vanguard Group December 1999 - Present
Pep Boys 1994 - 1999
Silo, Inc. 1989 - 1994
Keyware Systems, Inc. February 1979 - May 1989
IBM January 1970 - February 1979
Skills
Unix, SQL, PL/SQL, Data Modeling, Oracle, Visio, Requirements Analysis, Data Warehousing, Troubleshooting, Agile Methodologies, Integration, HTML, Software Project..., Linux, SDLC, Shell Scripting, Business Analysis, Subversion, Business Intelligence, Microsoft SQL Server, Windows, Visual Basic, E-commerce, .NET, Software Development
Education
Lehigh University 1968 — 1972
BSEE, Computer Programming
The Vanguard Group December 1999 - Present
Pep Boys 1994 - 1999
Silo, Inc. 1989 - 1994
Keyware Systems, Inc. February 1979 - May 1989
IBM January 1970 - February 1979
Skills
Unix, SQL, PL/SQL, Data Modeling, Oracle, Visio, Requirements Analysis, Data Warehousing, Troubleshooting, Agile Methodologies, Integration, HTML, Software Project..., Linux, SDLC, Shell Scripting, Business Analysis, Subversion, Business Intelligence, Microsoft SQL Server, Windows, Visual Basic, E-commerce, .NET, Software Development
Education
Lehigh University 1968 — 1972
BSEE, Computer Programming
Nicholas Cherchio's The Vanguard Group Experience April 2012 - August 2013
Job Senior Associate at Citi Private Bank
Industry Financial Services
Experience
Citi May 2015 - Present
Pershing, a BNY Mellon Company August 2013 - April 2015
The Vanguard Group April 2012 - August 2013
National Securities October 2010 - March 2012
Skills
Series 7, Series 63, Investments, Equity Derivatives, Bloomberg, Streetscape, Corporate Finance, Risk Management, Mutual Funds, Asset Allocation, Financial Services, 401k, Trading, Retirement Planning, Hedge Funds, Series 6
Education
La Salle University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, Risk Managment
Villanova University
Master of Business Administration (MBA)
Citi May 2015 - Present
Pershing, a BNY Mellon Company August 2013 - April 2015
The Vanguard Group April 2012 - August 2013
National Securities October 2010 - March 2012
Skills
Series 7, Series 63, Investments, Equity Derivatives, Bloomberg, Streetscape, Corporate Finance, Risk Management, Mutual Funds, Asset Allocation, Financial Services, 401k, Trading, Retirement Planning, Hedge Funds, Series 6
Education
La Salle University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, Risk Managment
Villanova University
Master of Business Administration (MBA)
Joe Coppola's The Vanguard Group Experience January 1995 - January 2005
Job President & CEO At Sports Integrity LLC
Industry Sports
Experience
Sports Integrity LLC February 2005 - Present
The Vanguard Group January 1995 - January 2005
The Vanguard Group January 1998 - January 2000
The Vanguard Group January 1997 - January 1998
Personal Financial Services January 1995 - January 1997
Skills
XP, Active Directory, Windows Server, Business Analysis, Scripting, Desktop Environment, Windows 7, Technical Support, Configuration Management, PVCS, Software Distribution, E-commerce, Software, Windows Vista, Leadership, Microsoft Office, Social Networking, Account Management, Business Development, Operations Management, Operating Systems, Facebook, Software Packaging, Fundraising, Sports Marketing, IT Operations, Help Desk Support, Desktop Deployment, Team Leadership, Team Building, Security, Training, System Administration, Marketing, Management, SDLC, Software Development, SQL, Sales, Troubleshooting, Enterprise Software, IT Management, Integration, System Deployment, Windows XP, Social Media Marketing
Education
La Salle University 1991 — 1995
Bachelor’s Degree, Management Information Systems
St. John Neumann High School
Sports Integrity LLC February 2005 - Present
The Vanguard Group January 1995 - January 2005
The Vanguard Group January 1998 - January 2000
The Vanguard Group January 1997 - January 1998
Personal Financial Services January 1995 - January 1997
Skills
XP, Active Directory, Windows Server, Business Analysis, Scripting, Desktop Environment, Windows 7, Technical Support, Configuration Management, PVCS, Software Distribution, E-commerce, Software, Windows Vista, Leadership, Microsoft Office, Social Networking, Account Management, Business Development, Operations Management, Operating Systems, Facebook, Software Packaging, Fundraising, Sports Marketing, IT Operations, Help Desk Support, Desktop Deployment, Team Leadership, Team Building, Security, Training, System Administration, Marketing, Management, SDLC, Software Development, SQL, Sales, Troubleshooting, Enterprise Software, IT Management, Integration, System Deployment, Windows XP, Social Media Marketing
Education
La Salle University 1991 — 1995
Bachelor’s Degree, Management Information Systems
St. John Neumann High School
Katie Walsh Katie Walsh's The Vanguard Group Experience August 2007 - March 2008
Job Sales Director at Legg Mason
Industry Financial Services
Experience
Legg Mason September 2014 - Present
J.P. Morgan June 2013 - September 2014
AXA Advisors, LLC March 2008 - 2013
The Vanguard Group August 2007 - March 2008
AIG May 2006 - September 2006
Education
La Salle University 2003 — 2007
BA
Legg Mason September 2014 - Present
J.P. Morgan June 2013 - September 2014
AXA Advisors, LLC March 2008 - 2013
The Vanguard Group August 2007 - March 2008
AIG May 2006 - September 2006
Education
La Salle University 2003 — 2007
BA
Britney Morgan Britney Morgan's The Vanguard Group Experience
Job Client Relationship Associate at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group
Skills
Retirement, Mutual Funds, Financial Services, Wealth Management
Education
Lincoln University 2013 — 2014
Master of Business Administration (M.B.A.), Finance, General, Graduate Studies
Temple University - Fox School of Business and Management 2005 — 2010
Bachelor of Business Administration (BBA), Finance and Real Estate, Undergraduate
The Vanguard Group
Skills
Retirement, Mutual Funds, Financial Services, Wealth Management
Education
Lincoln University 2013 — 2014
Master of Business Administration (M.B.A.), Finance, General, Graduate Studies
Temple University - Fox School of Business and Management 2005 — 2010
Bachelor of Business Administration (BBA), Finance and Real Estate, Undergraduate
James M. Staines James M. Staines's The Vanguard Group Experience November 2009 - August 2012
Job Senior Digital Marketing Coordinator at Aberdeen Asset Management
Industry Marketing and Advertising
Experience
Aberdeen Asset Management September 2012 - Present
McFadden's Ballpark July 2009 - November 2012
The Vanguard Group November 2009 - August 2012
The Vanguard Group November 2004 - November 2009
McFadden's Restaurant & Saloon September 2006 - July 2009
Janney Montgomery Scott 2002 - 2004
Colonial Auto Group 2002 - 2002
Wynn Auto Group 2001 - 2002
Skills
Photoshop, Dreamweaver, Flash, Access, PowerPoint, Adobe Acrobat, Microsoft Office, HTML, Web Design, Email Marketing, Search Engine Marketing, Social Media Marketing, Eloqua, Salesforce.com, Epsilon DREAMmail, Torch web analytics, Omniture, Basecamp, Windows, Internet Explorer, Mac, SharePoint, Excel, Word, Lotus Notes, Social Media, Management, Microsoft Excel, Microsoft Word, Sales, Online Marketing, Advertising, Google Analytics, Web Content, Digital Marketing, SEM
Education
King's College 1997 — 2001
Bachelor of Arts, Mass Communications and Media Technologies
Archbishop Ryan 1993 — 1997
Aberdeen Asset Management September 2012 - Present
McFadden's Ballpark July 2009 - November 2012
The Vanguard Group November 2009 - August 2012
The Vanguard Group November 2004 - November 2009
McFadden's Restaurant & Saloon September 2006 - July 2009
Janney Montgomery Scott 2002 - 2004
Colonial Auto Group 2002 - 2002
Wynn Auto Group 2001 - 2002
Skills
Photoshop, Dreamweaver, Flash, Access, PowerPoint, Adobe Acrobat, Microsoft Office, HTML, Web Design, Email Marketing, Search Engine Marketing, Social Media Marketing, Eloqua, Salesforce.com, Epsilon DREAMmail, Torch web analytics, Omniture, Basecamp, Windows, Internet Explorer, Mac, SharePoint, Excel, Word, Lotus Notes, Social Media, Management, Microsoft Excel, Microsoft Word, Sales, Online Marketing, Advertising, Google Analytics, Web Content, Digital Marketing, SEM
Education
King's College 1997 — 2001
Bachelor of Arts, Mass Communications and Media Technologies
Archbishop Ryan 1993 — 1997
Robyn Pineno Robyn Pineno's The Vanguard Group Experience December 2000 - April 2014
Job Senior Project Manager at Vanguard
Industry Financial Services
Experience
Vanguard May 2014 - Present
The Vanguard Group December 2000 - April 2014
Skills
Process Engineering, Software Project..., Vendor Management, SDLC, Requirements Analysis, Project Management, Business Analysis, Requirements Gathering, Process Improvement, Agile Project Management, SharePoint, Financial Services, Visio
Education
Kent State University
Bachelor of Arts (B.A.), Communication and Media Studies / Honor's College, Cum Laude
Chubb
Technical Certificate, Client Server
Vanguard May 2014 - Present
The Vanguard Group December 2000 - April 2014
Skills
Process Engineering, Software Project..., Vendor Management, SDLC, Requirements Analysis, Project Management, Business Analysis, Requirements Gathering, Process Improvement, Agile Project Management, SharePoint, Financial Services, Visio
Education
Kent State University
Bachelor of Arts (B.A.), Communication and Media Studies / Honor's College, Cum Laude
Chubb
Technical Certificate, Client Server
Kirk Jensen Kirk Jensen's The Vanguard Group Experience October 2006 - April 2010
Job Front Desk Agent at IHG InterContinental Hotels Group
Industry Hospitality
Experience
IHG - InterContinental Hotels Group June 2014 - Present
Hilton Garden Inn March 2014 - Present
DoubleTree by Hilton May 2013 - March 2014
Comfort Inn & Suites Pottstown, PA October 2011 - May 2013
Merrill Lynch August 2011 - January 2012
Computershare Investor Services August 2010 - July 2011
The Vanguard Group October 2006 - April 2010
Science Applications International Corporation March 2006 - August 2006
Carey International - Washington, D.C. July 2003 - August 2005
Carey International November 2000 - July 2003
Skills
Customer Satisfaction, Customer Retention, Conflict Resolution, Microsoft Office, Market Research, Statistics, Multi Tasking, Listener, Hospitality Industry, High Energy Level, Financial Modeling, Choice Advantage, OnQ, Marketing Strategy, Customer Service, Hospitality, Microsoft Excel, Budgets, Analysis, Call Centers
Education
King's College 1992 — 1996
Bachelor of Science, Marketing
Lansdale Catholic High School 1992 — 1996
IHG - InterContinental Hotels Group June 2014 - Present
Hilton Garden Inn March 2014 - Present
DoubleTree by Hilton May 2013 - March 2014
Comfort Inn & Suites Pottstown, PA October 2011 - May 2013
Merrill Lynch August 2011 - January 2012
Computershare Investor Services August 2010 - July 2011
The Vanguard Group October 2006 - April 2010
Science Applications International Corporation March 2006 - August 2006
Carey International - Washington, D.C. July 2003 - August 2005
Carey International November 2000 - July 2003
Skills
Customer Satisfaction, Customer Retention, Conflict Resolution, Microsoft Office, Market Research, Statistics, Multi Tasking, Listener, Hospitality Industry, High Energy Level, Financial Modeling, Choice Advantage, OnQ, Marketing Strategy, Customer Service, Hospitality, Microsoft Excel, Budgets, Analysis, Call Centers
Education
King's College 1992 — 1996
Bachelor of Science, Marketing
Lansdale Catholic High School 1992 — 1996
T.J. Minson, M.A.'s The Vanguard Group Experience August 2002 - July 2007
Job Samsung Partner Champion at Insight
Industry Information Technology and Services
Experience
Insight June 2015 - Present
Insight July 2014 - June 2015
Insight August 2012 - July 2014
Universal Technical Institute 2011 - 2011
Creighton University April 2009 - December 2010
Genworth Financial 2007 - 2008
The Vanguard Group August 2002 - July 2007
Skills
Building Relationships, Team Building, Strategic Planning, Leadership, Sales Process, Coaching, Cloud Computing, New Business Development, Sales Management, Customer Service, Training, Microsoft Office, Management, CRM, Program Management, Recruiting, Sales Operations, Customer Satisfaction, Negotiation, Salesforce.com, Direct Sales, Account Management, Solution Selling, Cold Calling, Lead Generation, Integration, B2B, Business Development, SaaS
Education
Lewis University 2010 — 2011
Master of Arts (M.A.)
Robert Morris College
BBA
Insight June 2015 - Present
Insight July 2014 - June 2015
Insight August 2012 - July 2014
Universal Technical Institute 2011 - 2011
Creighton University April 2009 - December 2010
Genworth Financial 2007 - 2008
The Vanguard Group August 2002 - July 2007
Skills
Building Relationships, Team Building, Strategic Planning, Leadership, Sales Process, Coaching, Cloud Computing, New Business Development, Sales Management, Customer Service, Training, Microsoft Office, Management, CRM, Program Management, Recruiting, Sales Operations, Customer Satisfaction, Negotiation, Salesforce.com, Direct Sales, Account Management, Solution Selling, Cold Calling, Lead Generation, Integration, B2B, Business Development, SaaS
Education
Lewis University 2010 — 2011
Master of Arts (M.A.)
Robert Morris College
BBA
Phil Corigliano Phil Corigliano's The Vanguard Group Experience August 1999 - October 2001
Job Senior Sales Analyst at Melissa & Doug
Industry Financial Services
Experience
Melissa & Doug January 2013 - Present
Schroders Investment Management November 2010 - December 2012
University of Florida Investment Corporation (UFICO) May 2009 - August 2009
Wexford Capital LLC March 2007 - August 2008
Self Employed January 2007 - March 2007
Bisys Hedge Fund Services November 2001 - October 2006
The Vanguard Group August 1999 - October 2001
Millbrook Incorporated September 1997 - August 1999
Skills
Alternative Investments, Hedge Funds, Private Equity, Institutional Sales, Marketing, Investor Relations, Forecasting, Financial Analysis, Competitive Analysis
Education
University of Florida - Warrington College Of Business 2008 — 2010
MBA, Finance
Lehigh University 1994 — 1998
BS, Industrial Engineering
Melissa & Doug January 2013 - Present
Schroders Investment Management November 2010 - December 2012
University of Florida Investment Corporation (UFICO) May 2009 - August 2009
Wexford Capital LLC March 2007 - August 2008
Self Employed January 2007 - March 2007
Bisys Hedge Fund Services November 2001 - October 2006
The Vanguard Group August 1999 - October 2001
Millbrook Incorporated September 1997 - August 1999
Skills
Alternative Investments, Hedge Funds, Private Equity, Institutional Sales, Marketing, Investor Relations, Forecasting, Financial Analysis, Competitive Analysis
Education
University of Florida - Warrington College Of Business 2008 — 2010
MBA, Finance
Lehigh University 1994 — 1998
BS, Industrial Engineering
Phil Sapovits Phil Sapovits's The Vanguard Group Experience June 1997 - February 2009
Job Director, Municipal Bond Quantitative Research
Industry Investment Management
Experience
PNC Capital Advisors September 2015 - Present
Fail-Safe Solutions, LLC August 2014 - August 2015
Piasecki Aircraft Corporation December 2012 - July 2013
NASC June 2009 - December 2012
The Vanguard Group June 1997 - February 2009
The Vanguard Group 1997 - 2008
Navmar Inc. 1991 - 1997
Skills
Fixed Income, Investments, Risk Management, UAV, Project Management, Business Development, Program Management, Data Management, Performance Attribution, Systems Engineering, Analysis, Financial Services, Leadership, Bonds, Trading, Integration, Mutual Funds, Investment Management, Financial Modeling, Management, Business Process, Business Intelligence, Portfolio Management, Equities, Asset Management, Relationship Management, Trading Systems, Testing, Contract Negotiation, Security, Networking, Proposal Writing, Training, Strategic Planning, Finance, Business Analysis, Team Building, Strategy, Budgets, Financial Analysis, Financial Risk, Asset Allocation, Vendor Management, Project Planning, Process Improvement
Education
Villanova University 1991 — 1994
MSEnvEngr, Water Resources and Environmental Engineering
Widener University 1989 — 1991
BSEE, Electrical Engineering
Kutztown University of Pennsylvania 1984 — 1988
BSBA, Marketing & Management
William Tennent 1980 — 1984
PNC Capital Advisors September 2015 - Present
Fail-Safe Solutions, LLC August 2014 - August 2015
Piasecki Aircraft Corporation December 2012 - July 2013
NASC June 2009 - December 2012
The Vanguard Group June 1997 - February 2009
The Vanguard Group 1997 - 2008
Navmar Inc. 1991 - 1997
Skills
Fixed Income, Investments, Risk Management, UAV, Project Management, Business Development, Program Management, Data Management, Performance Attribution, Systems Engineering, Analysis, Financial Services, Leadership, Bonds, Trading, Integration, Mutual Funds, Investment Management, Financial Modeling, Management, Business Process, Business Intelligence, Portfolio Management, Equities, Asset Management, Relationship Management, Trading Systems, Testing, Contract Negotiation, Security, Networking, Proposal Writing, Training, Strategic Planning, Finance, Business Analysis, Team Building, Strategy, Budgets, Financial Analysis, Financial Risk, Asset Allocation, Vendor Management, Project Planning, Process Improvement
Education
Villanova University 1991 — 1994
MSEnvEngr, Water Resources and Environmental Engineering
Widener University 1989 — 1991
BSEE, Electrical Engineering
Kutztown University of Pennsylvania 1984 — 1988
BSBA, Marketing & Management
William Tennent 1980 — 1984
Gerard Gober Gerard Gober's The Vanguard Group Experience 1995 - 2007
Job
Industry Internet
Experience
Comcast February 2014 - Present
Comcast February 2007 - Present
The Vanguard Group 1995 - 2007
Bucilla Corporation March 1992 - June 1995
Skills
User Experience, User Interface Design, Information Architecture, Interaction Design, User-centered Design, Web Design, Usability Testing, Usability, Creative Direction, Mobile Devices, Strategic Design, Digital Strategy, Customer Experience, Design Patterns, Digital Media, Mobile Design, Content Management, Dreamweaver, CSS, Flash, Wireframes, User Experience Design, User Interface
Education
Kutztown University of Pennsylvania 1984 — 1988
BFA
Comcast February 2014 - Present
Comcast February 2007 - Present
The Vanguard Group 1995 - 2007
Bucilla Corporation March 1992 - June 1995
Skills
User Experience, User Interface Design, Information Architecture, Interaction Design, User-centered Design, Web Design, Usability Testing, Usability, Creative Direction, Mobile Devices, Strategic Design, Digital Strategy, Customer Experience, Design Patterns, Digital Media, Mobile Design, Content Management, Dreamweaver, CSS, Flash, Wireframes, User Experience Design, User Interface
Education
Kutztown University of Pennsylvania 1984 — 1988
BFA
Lynne Korlewitz Lynne Korlewitz's The Vanguard Group Experience 2000 - 2005
Job Website Content Manager
Industry Online Media
Experience
Bowen Consulting Group October 2011 - May 2014
Ceridian July 2008 - October 2011
Ceridian 2006 - 2008
Independent Benefit Services 2005 - 2006
Turner Investment Partners 2005 - 2005
The Vanguard Group 2000 - 2005
Aetna 1999 - 2000
Aetna 1998 - 1999
Skills
HTML, Photoshop, Dreamweaver, Css, Adobe Creative Suite, Training, Leadership, Social Media, Program Management, Employee Benefits, Project Management, Proposal Writing, Social Networking
Education
Lebanon Valley College 1994 — 1998
Bachelor's degree, English Communications, Business Management
Bowen Consulting Group October 2011 - May 2014
Ceridian July 2008 - October 2011
Ceridian 2006 - 2008
Independent Benefit Services 2005 - 2006
Turner Investment Partners 2005 - 2005
The Vanguard Group 2000 - 2005
Aetna 1999 - 2000
Aetna 1998 - 1999
Skills
HTML, Photoshop, Dreamweaver, Css, Adobe Creative Suite, Training, Leadership, Social Media, Program Management, Employee Benefits, Project Management, Proposal Writing, Social Networking
Education
Lebanon Valley College 1994 — 1998
Bachelor's degree, English Communications, Business Management
Karen Eiser McWilliams Karen Eiser McWilliams's The Vanguard Group Experience 1990 - 2000
Job Freelance Corporate/Business Attorney
Industry Legal Services
Experience
self employed June 2011 - Present
Stradley Ronon September 2000 - May 2011
The Vanguard Group 1990 - 2000
Skills
Corporate Law, Securities Regulation, Mergers & Acquisitions, Corporate Governance, Securities, Due Diligence
Education
Temple University - James E. Beasley School of Law 1996 — 2000
La Salle University 1986 — 1990
BS, Mathmatics and Finance
self employed June 2011 - Present
Stradley Ronon September 2000 - May 2011
The Vanguard Group 1990 - 2000
Skills
Corporate Law, Securities Regulation, Mergers & Acquisitions, Corporate Governance, Securities, Due Diligence
Education
Temple University - James E. Beasley School of Law 1996 — 2000
La Salle University 1986 — 1990
BS, Mathmatics and Finance
Jessica Hilbish Jessica Hilbish's The Vanguard Group Experience 1996 - 1997
Job Higher Education administration
Industry Nonprofit Organization Management
Experience
Hollins August 2011 - August 2012
Robertson Marketing Group 2010 - 2011
the University of Pennsylvania 2005 - 2009
MicroStrategy 1999 - 2000
GlaxoSmithKline 1997 - 2000
The Vanguard Group 1996 - 1997
Skills
Data Analysis, Higher Education
Education
University of Pennsylvania 1993 — 1997
B.A., History
Ludwig-Maximilians Universität München 1995 — 1996
German History, Literature and Art
Hollins August 2011 - August 2012
Robertson Marketing Group 2010 - 2011
the University of Pennsylvania 2005 - 2009
MicroStrategy 1999 - 2000
GlaxoSmithKline 1997 - 2000
The Vanguard Group 1996 - 1997
Skills
Data Analysis, Higher Education
Education
University of Pennsylvania 1993 — 1997
B.A., History
Ludwig-Maximilians Universität München 1995 — 1996
German History, Literature and Art
James Kipp James Kipp's The Vanguard Group Experience May 2007 - May 2008
Job Senior Back Office Consultant I Team Leader at CSSI
Industry Financial Services
Experience
CSSI January 2011 - Present
CSSI May 2008 - Present
CSSI May 2006 - Present
The Vanguard Group May 2007 - May 2008
Skills
Back Office, Leadership, Account Reconciliation, Financial Services, Axys, Quarterly Reporting, Team Leadership, Advent Products, Back Office Operations, Apx, Rex, Process Improvement
Education
Lock Haven University of Pennsylvania
Accounting, Management Information Systems
CSSI January 2011 - Present
CSSI May 2008 - Present
CSSI May 2006 - Present
The Vanguard Group May 2007 - May 2008
Skills
Back Office, Leadership, Account Reconciliation, Financial Services, Axys, Quarterly Reporting, Team Leadership, Advent Products, Back Office Operations, Apx, Rex, Process Improvement
Education
Lock Haven University of Pennsylvania
Accounting, Management Information Systems
Sean Weygand Sean Weygand's The Vanguard Group Experience 1997 - 2002
Job Research and Recruiting
Industry Research
Experience
Partner's Consulting, Inc. April 2015 - Present
Aspect Consulting January 2013 - January 2015
Liberty Personnel Services, Inc. April 2011 - November 2012
Penske Truck Leasing April 2009 - March 2011
TalenTactics 2005 - 2008
Aegon Insurance Company 2003 - 2005
The Vanguard Group 1997 - 2002
Skills
Professional Services, Research, Recruiting, User Friendly, Organization, CRM, SDLC, Management, Start-ups, Selling, Leadership, Training, Temporary Placement, Negotiation, Customer Service, Interviews, Sourcing, Internet Recruiting, Talent Acquisition, Networking, Human Resources, Contract Recruitment
Education
Kutztown University of Pennsylvania
MONTCO
Partner's Consulting, Inc. April 2015 - Present
Aspect Consulting January 2013 - January 2015
Liberty Personnel Services, Inc. April 2011 - November 2012
Penske Truck Leasing April 2009 - March 2011
TalenTactics 2005 - 2008
Aegon Insurance Company 2003 - 2005
The Vanguard Group 1997 - 2002
Skills
Professional Services, Research, Recruiting, User Friendly, Organization, CRM, SDLC, Management, Start-ups, Selling, Leadership, Training, Temporary Placement, Negotiation, Customer Service, Interviews, Sourcing, Internet Recruiting, Talent Acquisition, Networking, Human Resources, Contract Recruitment
Education
Kutztown University of Pennsylvania
MONTCO
Karin Jonczak's The Vanguard Group Experience November 2002 - June 2005
Job Neurovascular Nurse Practioner
Industry Hospital & Health Care
Experience
Abington Memorial Hospital July 2010 - Present
Cogent Healthcare November 2009 - July 2010
Vanderbilt School of Nursing September 2008 - August 2009
Vanderbilt School of Nursing September 2007 - August 2008
Merck (contractor) June 2005 - December 2005
The Vanguard Group November 2002 - June 2005
Merck & Co., Inc July 1999 - November 1999
Skills
BLS, ACLS, Healthcare, Hospitals, Clinical Research, Healthcare Management, Nursing, Healthcare Information..., EMR, Informatics, Patient Safety
Education
Vanderbilt University 2007 — 2009
MSN (ACNP), Nursing - Acute Care
Lehigh University 1992 — 1996
BS, BioChemistry
West Chester University of Pennsylvania
Abington Memorial Hospital July 2010 - Present
Cogent Healthcare November 2009 - July 2010
Vanderbilt School of Nursing September 2008 - August 2009
Vanderbilt School of Nursing September 2007 - August 2008
Merck (contractor) June 2005 - December 2005
The Vanguard Group November 2002 - June 2005
Merck & Co., Inc July 1999 - November 1999
Skills
BLS, ACLS, Healthcare, Hospitals, Clinical Research, Healthcare Management, Nursing, Healthcare Information..., EMR, Informatics, Patient Safety
Education
Vanderbilt University 2007 — 2009
MSN (ACNP), Nursing - Acute Care
Lehigh University 1992 — 1996
BS, BioChemistry
West Chester University of Pennsylvania
Christian Saffici's The Vanguard Group Experience November 1999 - May 2000
Job Solutions Manager at Merkle
Industry Marketing and Advertising
Experience
Merkle Inc March 2013 - Present
Urban Outfitters November 2012 - March 2013
Merkle, Inc April 2009 - November 2012
Merkle Inc. April 2007 - April 2009
PointRoll April 2006 - April 2007
SAP America May 2005 - April 2006
Roska Direct November 2001 - May 2005
LucidCircus May 2000 - November 2001
The Vanguard Group November 1999 - May 2000
CGinteractive July 1998 - January 2000
Education
La Salle University 1995 — 1999
BSBA, Finance and Management Information Systems
La Salle University 1995 — 1999
Bachelor, Science Business Administration; Management Information Systems & Finance
West Catholic 1991 — 1995
BS, General Studies
Merkle Inc March 2013 - Present
Urban Outfitters November 2012 - March 2013
Merkle, Inc April 2009 - November 2012
Merkle Inc. April 2007 - April 2009
PointRoll April 2006 - April 2007
SAP America May 2005 - April 2006
Roska Direct November 2001 - May 2005
LucidCircus May 2000 - November 2001
The Vanguard Group November 1999 - May 2000
CGinteractive July 1998 - January 2000
Education
La Salle University 1995 — 1999
BSBA, Finance and Management Information Systems
La Salle University 1995 — 1999
Bachelor, Science Business Administration; Management Information Systems & Finance
West Catholic 1991 — 1995
BS, General Studies
Jeff Oshinskie's The Vanguard Group Experience July 2006 - October 2013
Job Risk Advisor at Vanguard
Industry Investment Management
Experience
Vanguard October 2013 - Present
The Vanguard Group July 2006 - October 2013
MBNA America Bank 2002 - 2006
MBNA 1989 - 2006
Coopers & Lybrand 1984 - 1986
Skills
Banking, Risk Management, Credit, Portfolio Management, Operational Risk..., Technical Leadership, Financial Risk, Finance, Project Planning, Business Process, Relationship Management, Due Diligence, Strategy, Budgets, Mergers & Acquisitions, People Skills, Internal Audit, Credit Cards, Financial Services, Team Building
Education
Lafayette College 1979 — 1983
Bachelor of Arts, Economics and Business
Shamokin Area 1975 — 1979
Vanguard October 2013 - Present
The Vanguard Group July 2006 - October 2013
MBNA America Bank 2002 - 2006
MBNA 1989 - 2006
Coopers & Lybrand 1984 - 1986
Skills
Banking, Risk Management, Credit, Portfolio Management, Operational Risk..., Technical Leadership, Financial Risk, Finance, Project Planning, Business Process, Relationship Management, Due Diligence, Strategy, Budgets, Mergers & Acquisitions, People Skills, Internal Audit, Credit Cards, Financial Services, Team Building
Education
Lafayette College 1979 — 1983
Bachelor of Arts, Economics and Business
Shamokin Area 1975 — 1979
Stephanie Coccia's The Vanguard Group Experience 2005 - 2005
Job Vice President at MUFG
Industry Banking
Experience
MUFG Americas August 2010 - Present
Fieldstone Private Capital Group June 2006 - August 2010
The Vanguard Group 2005 - 2005
Skills
Project Finance, Financial Modeling, Structured Finance, Private Equity, Investment Banking, Financial Structuring, Financial Analysis, Renewable Energy
Education
Lehigh University - College of Business and Economics 2002 — 2006
BS, Finance, General
Dante Alighieri Language Institute 2004 — 2004
Study Abroad Course, Language and Culture
Wyoming Seminary
MUFG Americas August 2010 - Present
Fieldstone Private Capital Group June 2006 - August 2010
The Vanguard Group 2005 - 2005
Skills
Project Finance, Financial Modeling, Structured Finance, Private Equity, Investment Banking, Financial Structuring, Financial Analysis, Renewable Energy
Education
Lehigh University - College of Business and Economics 2002 — 2006
BS, Finance, General
Dante Alighieri Language Institute 2004 — 2004
Study Abroad Course, Language and Culture
Wyoming Seminary
Gregory Brennan's The Vanguard Group Experience July 1997 - July 2000
Job Delivery Manager at Alliance Consulting and Information Technology and Services Consultant
Industry Information Technology and Services
Experience
Alliance Consulting February 2005 - Present
Johnson & Johnson February 2005 - Present
Alliance Consulting January 2004 - February 2005
Alliance Consulting February 2002 - 2005
Alliance Consulting July 2002 - February 2004
American Management Systems (AMS) August 2000 - July 2002
The Vanguard Group July 1997 - July 2000
Skills
Integration
Education
Villanova University 2002 — 2005
MS, Business (MBA)
Lafayette College 1991 — 1995
BA, Mathematics and Economics
Alliance Consulting February 2005 - Present
Johnson & Johnson February 2005 - Present
Alliance Consulting January 2004 - February 2005
Alliance Consulting February 2002 - 2005
Alliance Consulting July 2002 - February 2004
American Management Systems (AMS) August 2000 - July 2002
The Vanguard Group July 1997 - July 2000
Skills
Integration
Education
Villanova University 2002 — 2005
MS, Business (MBA)
Lafayette College 1991 — 1995
BA, Mathematics and Economics
Christopher Trombetta's The Vanguard Group Experience October 1991 - April 1994
Job Managing Consultant / Relationship Manager, Institutional Client Services at TIAACREF
Industry Financial Services
Carole Poorman's The Vanguard Group Experience October 1997 - Present
Job Manager at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group October 1997 - Present
SEI Investments February 1990 - October 1997
Education
Lehigh University
BS, Computer Engineering
Penn State University
MS, Computer Science
Villanova University
MBA, Finance
The Vanguard Group October 1997 - Present
SEI Investments February 1990 - October 1997
Education
Lehigh University
BS, Computer Engineering
Penn State University
MS, Computer Science
Villanova University
MBA, Finance
Jeff Randazzo's The Vanguard Group Experience January 1993 - Present
Job Project Manager at The Vanguard Group
Industry Information Technology and Services
Experience
The Vanguard Group January 1993 - Present
The Vanguard Group of Investments 1993 - Present
RH Donnelley Corporation 1985 - 1992
Distronics Corp 1982 - 1986
Skills
Agile Methodologies, Project Management, Visio, Waterfall, Leadership, SDLC, Business Analysis, Functional..., Vendor Management, Software Project..., Requirements Analysis, Enterprise Architecture, Scrum
Education
La Salle University 1980 — 1982
Bachelor of Arts (B.A.), Computer Science
The Vanguard Group January 1993 - Present
The Vanguard Group of Investments 1993 - Present
RH Donnelley Corporation 1985 - 1992
Distronics Corp 1982 - 1986
Skills
Agile Methodologies, Project Management, Visio, Waterfall, Leadership, SDLC, Business Analysis, Functional..., Vendor Management, Software Project..., Requirements Analysis, Enterprise Architecture, Scrum
Education
La Salle University 1980 — 1982
Bachelor of Arts (B.A.), Computer Science
Dottie Kane's The Vanguard Group Experience December 1992 - May 1995
Job Business Process Manager, IT
Industry Financial Services
Experience
Meridian Bank PA October 2007 - Present
Tatum, LLC December 2005 - April 2007
The Graham Group (Graham and Striker Partners) August 1997 - December 2005
Lentz, Cantor, Kilgore & Massey, Ltd. February 1997 - August 1997
SysTech Design Inc. May 1995 - February 1997
The Vanguard Group December 1992 - May 1995
Skills
Microsoft Excel, Microsoft Office, Customer Service, Outlook, PowerPoint, Microsoft Word, Administrative..., Event Planning, Project Management, Management, Budgets, Office Management, Banking, Access, Lotus Notes, Marketing, Visio, Strategic Planning, Social Media, Event Management, Risk Management
Education
Kenyon College 1987 — 1991
Bachelor of Arts (BA), English Language and Literature, General
Villanova University
Coursework in Statistics
Meridian Bank PA October 2007 - Present
Tatum, LLC December 2005 - April 2007
The Graham Group (Graham and Striker Partners) August 1997 - December 2005
Lentz, Cantor, Kilgore & Massey, Ltd. February 1997 - August 1997
SysTech Design Inc. May 1995 - February 1997
The Vanguard Group December 1992 - May 1995
Skills
Microsoft Excel, Microsoft Office, Customer Service, Outlook, PowerPoint, Microsoft Word, Administrative..., Event Planning, Project Management, Management, Budgets, Office Management, Banking, Access, Lotus Notes, Marketing, Visio, Strategic Planning, Social Media, Event Management, Risk Management
Education
Kenyon College 1987 — 1991
Bachelor of Arts (BA), English Language and Literature, General
Villanova University
Coursework in Statistics
Nefertari Ward, CRPS®'s The Vanguard Group Experience September 2013 - Present
Job Client Relationship Manager
Industry Financial Services
Experience
The Vanguard Group September 2013 - Present
ADP June 2012 - May 2013
New York Life Insurance Company October 2011 - May 2012
RolloverSystems June 2010 - October 2011
LPL Financial February 2008 - May 2010
The Allen Tate Company August 2006 - February 2008
TIAA CREF May 2004 - June 2006
The Vanguard Group February 2004 - May 2004
AXA Equitable May 1999 - March 2003
Skills
Team Leadership, Consultative Selling, Contract Negotiation, Issues Resolution, Process Improvement, SDLC, Call Center, Project Implementation, Client Relationship..., Siebel, Salesforce.com, Eloqua, CRM, Call Centers, Customer Retention, Sarbanes-Oxley, ERISA, Anti Money Laundering, Retirement, PeopleSoft, Leadership, Conflict Resolution, Investments, Retirement Planning, Sales, Time Management, Series 7, Series 6, Series 63, 401k, Management, Financial Services
Education
Kaplan University 2013 — 2014
Master of Science (M.S.), Psychology
University of North Carolina at Charlotte 1995 — 2002
Bachelor of Arts (B.A.), Psychology
Keller Graduate School of Management of DeVry University
MBA, Project Management
The Vanguard Group September 2013 - Present
ADP June 2012 - May 2013
New York Life Insurance Company October 2011 - May 2012
RolloverSystems June 2010 - October 2011
LPL Financial February 2008 - May 2010
The Allen Tate Company August 2006 - February 2008
TIAA CREF May 2004 - June 2006
The Vanguard Group February 2004 - May 2004
AXA Equitable May 1999 - March 2003
Skills
Team Leadership, Consultative Selling, Contract Negotiation, Issues Resolution, Process Improvement, SDLC, Call Center, Project Implementation, Client Relationship..., Siebel, Salesforce.com, Eloqua, CRM, Call Centers, Customer Retention, Sarbanes-Oxley, ERISA, Anti Money Laundering, Retirement, PeopleSoft, Leadership, Conflict Resolution, Investments, Retirement Planning, Sales, Time Management, Series 7, Series 6, Series 63, 401k, Management, Financial Services
Education
Kaplan University 2013 — 2014
Master of Science (M.S.), Psychology
University of North Carolina at Charlotte 1995 — 2002
Bachelor of Arts (B.A.), Psychology
Keller Graduate School of Management of DeVry University
MBA, Project Management
Eric Lapinski's The Vanguard Group Experience June 1998 - Present
Job Software Engineer at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group June 1998 - Present
The Vanguard Group January 2000 - July 2004
Skills
Unix, XSLT, Shell Scripting, Agile Methodologies, XML, Performance Tuning, Unix Shell Scripting, SQL, Enterprise Architecture
Education
Lehigh University 1994 — 1998
Bachelor of Science (BS), Computer Engineering
The Vanguard Group June 1998 - Present
The Vanguard Group January 2000 - July 2004
Skills
Unix, XSLT, Shell Scripting, Agile Methodologies, XML, Performance Tuning, Unix Shell Scripting, SQL, Enterprise Architecture
Education
Lehigh University 1994 — 1998
Bachelor of Science (BS), Computer Engineering
Jen Collopy's The Vanguard Group Experience August 2008 - January 2013
Job Project Specialist, Business Development Group
Industry Financial Services
Experience
Vanguard March 2015 - Present
Vanguard December 2012 - Present
The Vanguard Group August 2008 - January 2013
Thompson Networks September 2006 - July 2008
DaimlerChrysler Financial Services 2004 - 2006
Skills
Project Coordination, Call Center, Communication Training, Telecommunications, Team Leadership, Series 7, Series 63, Training Delivery, Process Improvement, Workforce Management, Problem Solving, Aspect, Call Centers, Business Development, Customer Service, Leadership, Microsoft Excel, Microsoft Office, Project Management, Relationship Management, Series 6
Education
Kutztown University of Pennsylvania 1998 — 2003
Speech communications
Vanguard March 2015 - Present
Vanguard December 2012 - Present
The Vanguard Group August 2008 - January 2013
Thompson Networks September 2006 - July 2008
DaimlerChrysler Financial Services 2004 - 2006
Skills
Project Coordination, Call Center, Communication Training, Telecommunications, Team Leadership, Series 7, Series 63, Training Delivery, Process Improvement, Workforce Management, Problem Solving, Aspect, Call Centers, Business Development, Customer Service, Leadership, Microsoft Excel, Microsoft Office, Project Management, Relationship Management, Series 6
Education
Kutztown University of Pennsylvania 1998 — 2003
Speech communications
Adam Selverian, MSA, PMP, PMI-RMP, CSM's The Vanguard Group Experience January 2001 - September 2001
Job Director of PMO at Crane Payment Innovations
Industry Electrical/Electronic Manufacturing
Experience
Crane Payment Innovations June 2015 - Present
Penn State Great Valley January 2012 - Present
Penn State University - Great Valley July 2008 - Present
Penn State University - Great Valley September 2004 - Present
Armenian Sisters Academy September 2013 - June 2015
Ricoh Americas Corporation September 2007 - June 2015
IKON Office Solutions September 2005 - September 2007
IKON Office Solutions September 2001 - September 2005
The Vanguard Group January 2001 - September 2001
Skills
PMP, Change Management, Project Management, Project Risk Management, Agile Project Management, Corporate Training, Six Sigma, Analysis, Business Analysis, Business Intelligence, Business Process, Business Process..., Enterprise Software, Information Technology, MS Project, PMO, Management, Process Improvement, Program Management, Project Planning, Project Portfolio..., Project Risk, Release Management, Risk Management, SDLC, Scrum, Software Project..., Strategic Planning, Strategy, Systems Analysis, Team Building, Team Leadership, Training, Vendor Management
Education
West Chester University of Pennsylvania 1999 — 2001
Masters, Training and Development
La Salle University 1990 — 1994
Pennsylvania State University-Great Valley Graduate Center
Crane Payment Innovations June 2015 - Present
Penn State Great Valley January 2012 - Present
Penn State University - Great Valley July 2008 - Present
Penn State University - Great Valley September 2004 - Present
Armenian Sisters Academy September 2013 - June 2015
Ricoh Americas Corporation September 2007 - June 2015
IKON Office Solutions September 2005 - September 2007
IKON Office Solutions September 2001 - September 2005
The Vanguard Group January 2001 - September 2001
Skills
PMP, Change Management, Project Management, Project Risk Management, Agile Project Management, Corporate Training, Six Sigma, Analysis, Business Analysis, Business Intelligence, Business Process, Business Process..., Enterprise Software, Information Technology, MS Project, PMO, Management, Process Improvement, Program Management, Project Planning, Project Portfolio..., Project Risk, Release Management, Risk Management, SDLC, Scrum, Software Project..., Strategic Planning, Strategy, Systems Analysis, Team Building, Team Leadership, Training, Vendor Management
Education
West Chester University of Pennsylvania 1999 — 2001
Masters, Training and Development
La Salle University 1990 — 1994
Pennsylvania State University-Great Valley Graduate Center
Steve Crosson's The Vanguard Group Experience 1996 - 2000
Job Senior Finance Manager at PricewaterhouseCoopers
Industry Financial Services
Experience
Price Waterhouse Coopers March 2010 - Present
Cardinal Health August 2007 - March 2010
PricewaterhouseCoopers 2006 - 2007
Popular Financial Holdings 2005 - 2006
GMAC Commercial Mortgage 2000 - 2005
Aetna 2000 - 2000
The Vanguard Group 1996 - 2000
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Sarbanes-Oxley, Due Diligence, Credit Analysis, Forecasting, Asset Managment, Portfolio Management, Credit, Valuation, Banking, Underwriting, Cash Management, Access, Process Improvement, Corporate Finance, Loans, Accounting, Sarbanes-Oxley Act, Auditing, Finance
Education
Kutztown University of Pennsylvania 1991 — 1996
Finance
Price Waterhouse Coopers March 2010 - Present
Cardinal Health August 2007 - March 2010
PricewaterhouseCoopers 2006 - 2007
Popular Financial Holdings 2005 - 2006
GMAC Commercial Mortgage 2000 - 2005
Aetna 2000 - 2000
The Vanguard Group 1996 - 2000
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Sarbanes-Oxley, Due Diligence, Credit Analysis, Forecasting, Asset Managment, Portfolio Management, Credit, Valuation, Banking, Underwriting, Cash Management, Access, Process Improvement, Corporate Finance, Loans, Accounting, Sarbanes-Oxley Act, Auditing, Finance
Education
Kutztown University of Pennsylvania 1991 — 1996
Finance
Matt Bracchi's The Vanguard Group Experience April 2013 - September 2015
Job Senior Risk Analyst at Vanguard
Industry Financial Services
Experience
Citi September 2015 - Present
The Vanguard Group April 2013 - September 2015
The Vanguard Group May 2011 - April 2013
The Vanguard Group October 2008 - May 2011
The Vanguard Group October 2007 - October 2008
IKEA 2004 - 2007
United States Air Force 2000 - 2004
Skills
Leadership, Management, Finance, Forecasting, Mutual Funds, Business Process, Risk Assessment, Retirement, Financial Risk, Investments, Logistics, Risk Management, Financial Analysis, Financial Services, Portfolio Management
Education
La Salle University
Master of Business Administration (MBA), Finance, General
Philadelphia University
Bachelor of Science, Business Administration
Citi September 2015 - Present
The Vanguard Group April 2013 - September 2015
The Vanguard Group May 2011 - April 2013
The Vanguard Group October 2008 - May 2011
The Vanguard Group October 2007 - October 2008
IKEA 2004 - 2007
United States Air Force 2000 - 2004
Skills
Leadership, Management, Finance, Forecasting, Mutual Funds, Business Process, Risk Assessment, Retirement, Financial Risk, Investments, Logistics, Risk Management, Financial Analysis, Financial Services, Portfolio Management
Education
La Salle University
Master of Business Administration (MBA), Finance, General
Philadelphia University
Bachelor of Science, Business Administration
Paul Toth, PMP's The Vanguard Group Experience August 2000 - December 2003
Job Technology Manager at Bank of America
Industry Financial Services
Experience
Bank of America December 2003 - Present
The Vanguard Group August 2000 - December 2003
Bank of America August 1997 - August 2000
Duke Energy September 1996 - August 1997
Lowe's Home Improvement December 1993 - September 1996
Piedmont Natural Gas 1990 - 1993
Ohio Edison 1987 - 1990
The Timken Company 1982 - 1987
Skills
Six Sigma, SDLC, PMP, Project Management, Business Analysis, Integration, Data Modeling, CRM, AML, Software Project..., Requirements Management, Data Warehousing, Business Process..., Banking, Utility Industry, Manufacturing, Retail
Education
Kent State University - Graduate School of Management 1983 — 1985
MBA, Banking and Finance
Kent State University
BBA, Business Management
Bank of America December 2003 - Present
The Vanguard Group August 2000 - December 2003
Bank of America August 1997 - August 2000
Duke Energy September 1996 - August 1997
Lowe's Home Improvement December 1993 - September 1996
Piedmont Natural Gas 1990 - 1993
Ohio Edison 1987 - 1990
The Timken Company 1982 - 1987
Skills
Six Sigma, SDLC, PMP, Project Management, Business Analysis, Integration, Data Modeling, CRM, AML, Software Project..., Requirements Management, Data Warehousing, Business Process..., Banking, Utility Industry, Manufacturing, Retail
Education
Kent State University - Graduate School of Management 1983 — 1985
MBA, Banking and Finance
Kent State University
BBA, Business Management
Rich Phelan, CEBS, CPC's The Vanguard Group Experience December 2006 - Present
Job Senior ERISA Consultant at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group December 2006 - Present
Towers Perrin April 1994 - November 2006
Mid America Group May 1983 - April 1994
Education
La Salle University 1984 — 1987
B.S., Accounting
The Vanguard Group December 2006 - Present
Towers Perrin April 1994 - November 2006
Mid America Group May 1983 - April 1994
Education
La Salle University 1984 — 1987
B.S., Accounting
Debra Benischeck's The Vanguard Group Experience August 2008 - January 2012
Job Lead Client Manager SAT Publications
Industry Education Management
Experience
Educational Testing Service (ETS) December 2014 - Present
Educational Testing Service (ETS) January 2012 - December 2014
The Vanguard Group August 2008 - January 2012
Vanguard August 2007 - January 2012
Skills
Investments, Series 6, Portfolio Management, Mutual Funds, Series 63, Financial Services, Series 7, Financial Analysis, Fixed Income, Risk Management, Asset Managment, Relationship Management, Finance, Asset Allocation, Business Analysis, Bonds, Retirement, Project Planning, Inventory Analysis, Risk Assessment, Problem Solving, Microsoft Project, Publications, Editorial, Management, CRM, Project Management, Analysis, Microsoft Excel, Program Management, Customer Service, Process Improvement, Microsoft Office, Staff Development
Education
Kutztown University of Pennsylvania 2003 — 2007
BSBA, Business Management
Educational Testing Service (ETS) December 2014 - Present
Educational Testing Service (ETS) January 2012 - December 2014
The Vanguard Group August 2008 - January 2012
Vanguard August 2007 - January 2012
Skills
Investments, Series 6, Portfolio Management, Mutual Funds, Series 63, Financial Services, Series 7, Financial Analysis, Fixed Income, Risk Management, Asset Managment, Relationship Management, Finance, Asset Allocation, Business Analysis, Bonds, Retirement, Project Planning, Inventory Analysis, Risk Assessment, Problem Solving, Microsoft Project, Publications, Editorial, Management, CRM, Project Management, Analysis, Microsoft Excel, Program Management, Customer Service, Process Improvement, Microsoft Office, Staff Development
Education
Kutztown University of Pennsylvania 2003 — 2007
BSBA, Business Management
Christina Pedicone's The Vanguard Group Experience 1992 - 1996
Job Senior Vice President
Industry Financial Services
Experience
Moody's Investors Service October 2012 - Present
Goldman Sachs December 2010 - October 2012
Barclays Capital September 2008 - December 2010
Lehman Brothers March 2008 - September 2008
Moody's Investors Service January 1999 - March 2008
Bankers Trust 1997 - 1999
Hewitt Associates 1997 - 1997
The Vanguard Group 1992 - 1996
Skills
Fixed Income, Leadership, Management, Mentoring, Capital Markets, Derivatives, Investment Banking, Mergers & Acquisitions, Middle Office, Banking, Prime Brokerage, Risk Management, Credit Derivatives, Finance, Trading Systems, Portfolio Management, Business Analysis, Strategy, Vendor Management, Valuation, Financial Markets, Securities, Hedge Funds, Structured Finance, Financial Services, Emerging Markets, Trading, Financial Modeling, Bloomberg
Education
William Paterson University of New Jersey 2006 — 2008
MBA
Kutztown University of Pennsylvania 1988 — 1992
B.A., English
Moody's Investors Service October 2012 - Present
Goldman Sachs December 2010 - October 2012
Barclays Capital September 2008 - December 2010
Lehman Brothers March 2008 - September 2008
Moody's Investors Service January 1999 - March 2008
Bankers Trust 1997 - 1999
Hewitt Associates 1997 - 1997
The Vanguard Group 1992 - 1996
Skills
Fixed Income, Leadership, Management, Mentoring, Capital Markets, Derivatives, Investment Banking, Mergers & Acquisitions, Middle Office, Banking, Prime Brokerage, Risk Management, Credit Derivatives, Finance, Trading Systems, Portfolio Management, Business Analysis, Strategy, Vendor Management, Valuation, Financial Markets, Securities, Hedge Funds, Structured Finance, Financial Services, Emerging Markets, Trading, Financial Modeling, Bloomberg
Education
William Paterson University of New Jersey 2006 — 2008
MBA
Kutztown University of Pennsylvania 1988 — 1992
B.A., English
Tom Russo, CFP's The Vanguard Group Experience 1991 - Present
Job Senior Investment Consultant Vanguard Institutional Advisory Services
Industry Financial Services
Experience
The Vanguard Group of Investment Companies October 1991 - Present
The Vanguard Group 1991 - Present
Vanguard 1991 - Present
Skills
Asset Managment, Separate Accounts, Wealth Management, Series 24, ETFs, Alternative Investments, Fixed Income
Education
Saint Joseph's University - Erivan K. Haub School of Business 1993 — 1996
MBA, Finance
Loyola College in Maryland 1987 — 1991
Bachelor of Business Administration (BBA), Finance, General
The Vanguard Group of Investment Companies October 1991 - Present
The Vanguard Group 1991 - Present
Vanguard 1991 - Present
Skills
Asset Managment, Separate Accounts, Wealth Management, Series 24, ETFs, Alternative Investments, Fixed Income
Education
Saint Joseph's University - Erivan K. Haub School of Business 1993 — 1996
MBA, Finance
Loyola College in Maryland 1987 — 1991
Bachelor of Business Administration (BBA), Finance, General
Dennis Becton's The Vanguard Group Experience 2008 - Present
Job IT Manager at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group 2008 - Present
The Vanguard Group January 2006 - March 2007
ADP 1990 - 1993
Skills
Java, Architectures, Continuous Integration, Change Management, Leadership, Open Source, Governance, Training, Information Technology, Analysis, SDLC, Agile Methodologies
Education
Villanova University 1995 — 1999
MBA
Kean University 1987 — 1991
BS, Computers/Business Management
The Vanguard Group 2008 - Present
The Vanguard Group January 2006 - March 2007
ADP 1990 - 1993
Skills
Java, Architectures, Continuous Integration, Change Management, Leadership, Open Source, Governance, Training, Information Technology, Analysis, SDLC, Agile Methodologies
Education
Villanova University 1995 — 1999
MBA
Kean University 1987 — 1991
BS, Computers/Business Management
RachaelLee Meek's The Vanguard Group Experience September 2004 - Present
Job Communication Project Leader at Vanguard
Industry Investment Management
Experience
Vanguard August 2014 - Present
The Vanguard Group September 2004 - Present
Rachael Meek Holistic Health Coach January 2012 - Present
Skills
Project Management, CRM, Finance
Education
Saint Joseph's University 2006 — 2009
MBA, marketing
Kutztown University of Pennsylvania 2000 — 2004
B.S.B.A, Finance
Institute for Integrative Nutrition 2011 — 2012
Holistic Health Coach
Vanguard August 2014 - Present
The Vanguard Group September 2004 - Present
Rachael Meek Holistic Health Coach January 2012 - Present
Skills
Project Management, CRM, Finance
Education
Saint Joseph's University 2006 — 2009
MBA, marketing
Kutztown University of Pennsylvania 2000 — 2004
B.S.B.A, Finance
Institute for Integrative Nutrition 2011 — 2012
Holistic Health Coach
Deborah Rawson, CFP(R), CTFA's The Vanguard Group Experience October 1996 - Present
Job Senior Wealth Planner at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group October 1996 - Present
Skills
Financial Planning, Estate Planning, Tax, Strategic Financial..., Retirement Planning, Wealth Management, Retirement, Investment Advisory, Asset Management, Portfolio Management
Education
Temple University 1992 — 1994
Bachelor of Arts, Communications / Advertising
Lock Haven University of Pennsylvania 1990 — 1992
The Vanguard Group October 1996 - Present
Skills
Financial Planning, Estate Planning, Tax, Strategic Financial..., Retirement Planning, Wealth Management, Retirement, Investment Advisory, Asset Management, Portfolio Management
Education
Temple University 1992 — 1994
Bachelor of Arts, Communications / Advertising
Lock Haven University of Pennsylvania 1990 — 1992
Dante Ottolini's The Vanguard Group Experience Portfolio AssistantValley Forge Asset Management2006 - 2007
Job Project Administrator at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group Portfolio AssistantValley Forge Asset Management2006 - 2007
Lehigh Valley Hospital 2002 - 2004
Education
Kutztown University of Pennsylvania 2004 — 2006
The Vanguard Group Portfolio AssistantValley Forge Asset Management2006 - 2007
Lehigh Valley Hospital 2002 - 2004
Education
Kutztown University of Pennsylvania 2004 — 2006
James Nevels's The Vanguard Group Experience July 2014 - Present
Job Project Administrator at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group July 2014 - Present
The Vanguard Group January 2011 - Present
The Vanguard Group August 2007 - December 2010
Education
Lincoln University 1994 — 1998
The Vanguard Group July 2014 - Present
The Vanguard Group January 2011 - Present
The Vanguard Group August 2007 - December 2010
Education
Lincoln University 1994 — 1998
James Calvano's The Vanguard Group Experience July 2006 - September 2010
Job Banking Relationship Manager at Vanguard
Industry Financial Services
Experience
Vanguard May 2010 - Present
Delaware Valley College March 2009 - Present
The Vanguard Group July 2006 - September 2010
The Vanguard Group January 2000 - July 2006
BISYS 1998 - 2000
Skills
Finance, Leadership, Investments, Banking, Six Sigma, Project Management, Financial Analysis, Leadership Development, Risk Management, Strategic Planning
Education
Saint Anselm College 1987 — 1991
BA, Business and Economics
East Greenwich High School 1983 — 1987
Diploma
La Salle University
MBA, Management
Vanguard May 2010 - Present
Delaware Valley College March 2009 - Present
The Vanguard Group July 2006 - September 2010
The Vanguard Group January 2000 - July 2006
BISYS 1998 - 2000
Skills
Finance, Leadership, Investments, Banking, Six Sigma, Project Management, Financial Analysis, Leadership Development, Risk Management, Strategic Planning
Education
Saint Anselm College 1987 — 1991
BA, Business and Economics
East Greenwich High School 1983 — 1987
Diploma
La Salle University
MBA, Management
Ed Bransfield's The Vanguard Group Experience January 2001 - December 2004
Job Surgical Device Specialist for Medtronic (Covidien)
Industry Medical Devices
Experience
Medtronic ( Covidien) August 2011 - Present
Stryker Endoscopy January 2010 - August 2011
Lincoln Financial Group December 2004 - December 2009
The Vanguard Group January 2001 - December 2004
Skills
Healthcare, Hospitals, Investments, Leadership, Medical Devices, Mutual Funds, Sales, Surgery, Product Launch, Sales Operations
Education
La Salle University 1996 — 2000
B.S., Marketing & Finance
Medtronic ( Covidien) August 2011 - Present
Stryker Endoscopy January 2010 - August 2011
Lincoln Financial Group December 2004 - December 2009
The Vanguard Group January 2001 - December 2004
Skills
Healthcare, Hospitals, Investments, Leadership, Medical Devices, Mutual Funds, Sales, Surgery, Product Launch, Sales Operations
Education
La Salle University 1996 — 2000
B.S., Marketing & Finance
Andrew Weetenkamp's The Vanguard Group Experience June 2004 - Present
Job Project Manager at Vanguard
Industry Financial Services
Experience
The Vanguard Group June 2004 - Present
T. Rowe Price December 1996 - November 2001
Education
Saint Joseph's University 2006 — 2010
M.S., Organizational Development
Loyola University Maryland 1991 — 1995
B.A., English
The Vanguard Group June 2004 - Present
T. Rowe Price December 1996 - November 2001
Education
Saint Joseph's University 2006 — 2010
M.S., Organizational Development
Loyola University Maryland 1991 — 1995
B.A., English
Sean McErlean's The Vanguard Group Experience 2000 - 2001
Job Director of Internal Audit at Maiden Reinsurance North America, Inc.
Industry Accounting
Experience
Maiden Reinsurance North America, Inc. December 2014 - Present
Grant Thornton LLP 2000 - December 2014
The Vanguard Group 2000 - 2001
Skills
Auditing, Internal Audit, Internal Controls, Project Management, Insurance, Accounting, Sarbanes-Oxley Act, Program Management, Business Analysis, Sarbanes-Oxley, Property & Casualty..., Consulting, Investments, Enterprise Risk..., Outsourcing, Finance
Education
La Salle University 1996 — 2000
Bachelor of Science, Business Administration
Maiden Reinsurance North America, Inc. December 2014 - Present
Grant Thornton LLP 2000 - December 2014
The Vanguard Group 2000 - 2001
Skills
Auditing, Internal Audit, Internal Controls, Project Management, Insurance, Accounting, Sarbanes-Oxley Act, Program Management, Business Analysis, Sarbanes-Oxley, Property & Casualty..., Consulting, Investments, Enterprise Risk..., Outsourcing, Finance
Education
La Salle University 1996 — 2000
Bachelor of Science, Business Administration
William Gault's The Vanguard Group Experience January 1991 - Present
Job Telecommunications engineer at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group January 1991 - Present
Education
University of Pennsylvania 1990 — 1994
MS, Management
La Salle University 1982 — 1986
BS, Management
The Vanguard Group January 1991 - Present
Education
University of Pennsylvania 1990 — 1994
MS, Management
La Salle University 1982 — 1986
BS, Management
Lisa Loser's The Vanguard Group Experience July 2008 - August 2012
Job Sr. Retirement Plans Manager Parsons Brinckerhoff
Industry Human Resources
Experience
Parsons Brinckerhoff in the USA April 2013 - Present
Vanguard August 2012 - April 2013
The Vanguard Group July 2008 - August 2012
The Vanguard Group June 2002 - July 2008
The Vanguard Group February 2000 - June 2002
New York & Company January 1999 - June 2000
PNC Bank October 1997 - December 1999
New York & Company September 1996 - August 1997
Skills
401k, Mutual Funds, Investments, Non-Qualified Deferred..., 457 Plans, Retirement Planning, Financial Services, Retirement, Relationship Management, Asset Allocation, Securities, Employee Benefits, CRM, Client Services, Process Improvement, Customer Service, Human Resources, Management, Project Management, Analysis, Leadership
Education
Lebanon Valley College 2012 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Phoenix 2004 — 2006
B.S., Business Administration
South Flordia Community College 1994 — 1996
A.A., Liberal Arts
Estero High School 1990 — 1994
HS Diploma, General Education
Parsons Brinckerhoff in the USA April 2013 - Present
Vanguard August 2012 - April 2013
The Vanguard Group July 2008 - August 2012
The Vanguard Group June 2002 - July 2008
The Vanguard Group February 2000 - June 2002
New York & Company January 1999 - June 2000
PNC Bank October 1997 - December 1999
New York & Company September 1996 - August 1997
Skills
401k, Mutual Funds, Investments, Non-Qualified Deferred..., 457 Plans, Retirement Planning, Financial Services, Retirement, Relationship Management, Asset Allocation, Securities, Employee Benefits, CRM, Client Services, Process Improvement, Customer Service, Human Resources, Management, Project Management, Analysis, Leadership
Education
Lebanon Valley College 2012 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Phoenix 2004 — 2006
B.S., Business Administration
South Flordia Community College 1994 — 1996
A.A., Liberal Arts
Estero High School 1990 — 1994
HS Diploma, General Education
Jo-Ellen Wolfrom's The Vanguard Group Experience January 1985 - Present
Job Data Architect at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group January 1985 - Present
USPS FCU August 1983 - November 1984
Skills
DB2, Data Modeling, Agile Project Management, Business Analysis, Database Design, Enterprise Architecture, SQL, Data Analysis, Erwin, Visio, Data Warehousing, SDLC, Requirements Gathering, Oracle, Business Intelligence
Education
UNLV 1981 — 1981
Kutztown University of Pennsylvania 1978 — 1981
Bachelor of Science (BS), Business Administration and Management, General
Montgomery County Community College 1980 — 1980
The Vanguard Group January 1985 - Present
USPS FCU August 1983 - November 1984
Skills
DB2, Data Modeling, Agile Project Management, Business Analysis, Database Design, Enterprise Architecture, SQL, Data Analysis, Erwin, Visio, Data Warehousing, SDLC, Requirements Gathering, Oracle, Business Intelligence
Education
UNLV 1981 — 1981
Kutztown University of Pennsylvania 1978 — 1981
Bachelor of Science (BS), Business Administration and Management, General
Montgomery County Community College 1980 — 1980
Shawn Dotterer's The Vanguard Group Experience November 2009 - March 2015
Job Registered Private Client Associate
Industry Financial Services
Experience
Janney Montgomery Scott LLC March 2015 - Present
The Vanguard Group November 2009 - March 2015
MetLife Securities March 2009 - November 2009
Merrill Lynch February 2008 - March 2009
Skills
Series 63, Series 7, FINRA, Mutual Funds, Retirement Planning, ETFs, IRAs, Retirement, Wealth Management, Asset Allocation, Securities, 401k, Fixed Annuities, Investment Advisory, Investment Strategies, Equities, Series 65, Investments, Financial Services, Finance, Series 66, Financial Planning
Education
La Salle University 2003 — 2007
BSBA, Finance & Risk Management & Insurance
Janney Montgomery Scott LLC March 2015 - Present
The Vanguard Group November 2009 - March 2015
MetLife Securities March 2009 - November 2009
Merrill Lynch February 2008 - March 2009
Skills
Series 63, Series 7, FINRA, Mutual Funds, Retirement Planning, ETFs, IRAs, Retirement, Wealth Management, Asset Allocation, Securities, 401k, Fixed Annuities, Investment Advisory, Investment Strategies, Equities, Series 65, Investments, Financial Services, Finance, Series 66, Financial Planning
Education
La Salle University 2003 — 2007
BSBA, Finance & Risk Management & Insurance
Beth Moreau's The Vanguard Group Experience January 1993 - March 2000
Job Portfolio Specialist
Industry Financial Services
Experience
Morgan Stanley Investment Management 2000 - Present
The Vanguard Group January 1993 - March 2000
Skills
Fixed Income, Asset Managment, Alternative Investments, Hedge Funds, Investment Management, Investment Strategies, Bonds, Separately Managed..., Asset Management, Asset Allocation, Mutual Funds, Series 7, Series 63, ETFs, Fund Of Funds, Investments, Securities, Wealth Management, Financial Services, Relationship Management, Pension Funds, Institutional..., Series 6
Education
La Salle University - School of Business Administration 1988 — 1992
B.S., Finance and Accounting
Morgan Stanley Investment Management 2000 - Present
The Vanguard Group January 1993 - March 2000
Skills
Fixed Income, Asset Managment, Alternative Investments, Hedge Funds, Investment Management, Investment Strategies, Bonds, Separately Managed..., Asset Management, Asset Allocation, Mutual Funds, Series 7, Series 63, ETFs, Fund Of Funds, Investments, Securities, Wealth Management, Financial Services, Relationship Management, Pension Funds, Institutional..., Series 6
Education
La Salle University - School of Business Administration 1988 — 1992
B.S., Finance and Accounting
Michele Elisii's The Vanguard Group Experience December 1993 - June 1994
Job at Premier Logic, Inc
Industry Information Technology and Services
Experience
Premier Logic, Inc August 2010 - Present
GS Ventures, Inc June 2008 - September 2012
Perficient 2007 - 2008
ETech Solutions, Inc June 1997 - February 2007
E-Tech Solutions, Inc 1996 - 2007
ITI March 1994 - February 1997
The Vanguard Group December 1993 - June 1994
AEGON June 1992 - January 1994
Seimens May 1989 - May 1992
Unisys June 1985 - May 1989
Skills
Enterprise Architecture, Agile Methodologies, SDLC, Business Intelligence, Enterprise Software, Web Services, Leadership, SOA, Software Development, Entrepreneurship, Integration, IT Strategy
Education
Villanova University 1986 — 1989
MS, Computer Science
La Salle University 1981 — 1985
BA, Mathematics/Computer Science
Premier Logic, Inc August 2010 - Present
GS Ventures, Inc June 2008 - September 2012
Perficient 2007 - 2008
ETech Solutions, Inc June 1997 - February 2007
E-Tech Solutions, Inc 1996 - 2007
ITI March 1994 - February 1997
The Vanguard Group December 1993 - June 1994
AEGON June 1992 - January 1994
Seimens May 1989 - May 1992
Unisys June 1985 - May 1989
Skills
Enterprise Architecture, Agile Methodologies, SDLC, Business Intelligence, Enterprise Software, Web Services, Leadership, SOA, Software Development, Entrepreneurship, Integration, IT Strategy
Education
Villanova University 1986 — 1989
MS, Computer Science
La Salle University 1981 — 1985
BA, Mathematics/Computer Science
Felicia Woseley's The Vanguard Group Experience July 2006 - August 2008
Job Producer
Industry Motion Pictures and Film
Experience
New York Women in Film & Television October 2013 - Present
Ken Webseries February 2013 - Present
ActNow Foundation December 2012 - Present
UMAN Inc. December 2009 - April 2010
Goldman Sachs September 2008 - September 2009
The Vanguard Group July 2006 - August 2008
The Vanguard Group 2006 - 2008
Management Leadership for Tomorrow 2004 - 2008
Skills
Management, Event Planning, Project Management, Nonprofits, Corporate Events, Non-profits
Education
La Salle University 2002 — 2006
Bachelor of Science in Business Administration, Marketing & Management Information Systems; Minor: Economics
Western Suffolk BOCES 2000 — 2002
CTE Video Production, Video and Radio Production, Honors
New York Women in Film & Television October 2013 - Present
Ken Webseries February 2013 - Present
ActNow Foundation December 2012 - Present
UMAN Inc. December 2009 - April 2010
Goldman Sachs September 2008 - September 2009
The Vanguard Group July 2006 - August 2008
The Vanguard Group 2006 - 2008
Management Leadership for Tomorrow 2004 - 2008
Skills
Management, Event Planning, Project Management, Nonprofits, Corporate Events, Non-profits
Education
La Salle University 2002 — 2006
Bachelor of Science in Business Administration, Marketing & Management Information Systems; Minor: Economics
Western Suffolk BOCES 2000 — 2002
CTE Video Production, Video and Radio Production, Honors
Pat Christopher's The Vanguard Group Experience January 2005 - November 2008
Job Managing Partner at Hewitt & Christopher Real Estate LLC
Industry Real Estate
Experience
United Real Estate August 2015 - Present
Hewitt & Christopher Real Estate LLC September 2005 - Present
BNP Paribas Securities Corporation King of Prussia, PA September 2008 - April 2013
The Vanguard Group January 2005 - November 2008
Education
La Salle University - School of Business Administration 2000 — 2004
Finance
Penn State University
starting MBA
United Real Estate August 2015 - Present
Hewitt & Christopher Real Estate LLC September 2005 - Present
BNP Paribas Securities Corporation King of Prussia, PA September 2008 - April 2013
The Vanguard Group January 2005 - November 2008
Education
La Salle University - School of Business Administration 2000 — 2004
Finance
Penn State University
starting MBA
Todd D. Hanks's The Vanguard Group Experience June 2008 - Present
Job Global IT Procurement Specialist at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group June 2008 - Present
Yellow Book USA December 2003 - May 2008
Computer Associates March 1999 - December 2003
Merrill Lynch March 1997 - March 1999
Skills
Contract Negotiation, Vendor Management, International Privacy..., Purchasing, International, Privacy Law, Management, Leadership, New Business Development, Sales Management, Customer Service, Procurement, Negotiation, Business Process, Networking, Business Development, Project Management, CRM, Sales, Enterprise Software, Analysis
Education
Kutztown University of Pennsylvania
BS, Criminal Justice
The Vanguard Group June 2008 - Present
Yellow Book USA December 2003 - May 2008
Computer Associates March 1999 - December 2003
Merrill Lynch March 1997 - March 1999
Skills
Contract Negotiation, Vendor Management, International Privacy..., Purchasing, International, Privacy Law, Management, Leadership, New Business Development, Sales Management, Customer Service, Procurement, Negotiation, Business Process, Networking, Business Development, Project Management, CRM, Sales, Enterprise Software, Analysis
Education
Kutztown University of Pennsylvania
BS, Criminal Justice
Joy Crowle's The Vanguard Group Experience January 1992 - April 2002
Job at KadesMargolis Corporation
Industry Staffing and Recruiting
Experience
Kades-Margolis Corporation April 2010 - Present
Kades-Margolis March 2009 - Present
Volt Services Group August 2008 - March 2009
The Vanguard Group January 1992 - April 2002
Education
Kutztown University of Pennsylvania 1987 — 1991
BA, Communications
Kades-Margolis Corporation April 2010 - Present
Kades-Margolis March 2009 - Present
Volt Services Group August 2008 - March 2009
The Vanguard Group January 1992 - April 2002
Education
Kutztown University of Pennsylvania 1987 — 1991
BA, Communications
Dawn Finley, PHR's The Vanguard Group Experience January 1999 - April 2005
Job Internal Talent Advisor at Vanguard
Industry Financial Services
Michael J. Kelley's The Vanguard Group Experience January 2008 - December 2014
Job Relationship Executive at Vanguard
Industry Investment Management
Experience
Vanguard January 2015 - Present
The Vanguard Group January 2008 - December 2014
T. Rowe Price September 1998 - October 2000
T. Rowe Price October 1995 - September 1998
T. Rowe Price January 1994 - October 1995
Skills
Series 63, Mutual Funds, 401k, Financial Services, Investments, Relationship Management, Finance, Series 7, Asset Allocation, Strategic Planning, Portfolio Management, Wealth Management
Education
Loyola University Maryland 1995 — 1997
Master of Business Administration (M.B.A.)
Towson University 1989 — 1993
Bachelor of Science (BS), Business Administration, Finance
Vanguard January 2015 - Present
The Vanguard Group January 2008 - December 2014
T. Rowe Price September 1998 - October 2000
T. Rowe Price October 1995 - September 1998
T. Rowe Price January 1994 - October 1995
Skills
Series 63, Mutual Funds, 401k, Financial Services, Investments, Relationship Management, Finance, Series 7, Asset Allocation, Strategic Planning, Portfolio Management, Wealth Management
Education
Loyola University Maryland 1995 — 1997
Master of Business Administration (M.B.A.)
Towson University 1989 — 1993
Bachelor of Science (BS), Business Administration, Finance
Summer Cavalier's The Vanguard Group Experience November 1998 - February 2000
Job VP Account Services Manager at Pershing
Industry Financial Services
Experience
Pershing, a BNY Mellon company June 2009 - Present
Nuveen Investments July 2008 - November 2008
Charles Schwab March 2007 - July 2008
Charles Schwab April 2006 - March 2007
Charles Schwab May 2001 - April 2006
Charles Schwab March 2000 - May 2001
The Vanguard Group November 1998 - February 2000
Skills
Series 7, Series 24, Series 63, Series 65, Wealth Management, Strategy, Risk Management, Investments, Mutual Funds
Education
Lafayette College 1994 — 1998
BA, Economics and Business
Pershing, a BNY Mellon company June 2009 - Present
Nuveen Investments July 2008 - November 2008
Charles Schwab March 2007 - July 2008
Charles Schwab April 2006 - March 2007
Charles Schwab May 2001 - April 2006
Charles Schwab March 2000 - May 2001
The Vanguard Group November 1998 - February 2000
Skills
Series 7, Series 24, Series 63, Series 65, Wealth Management, Strategy, Risk Management, Investments, Mutual Funds
Education
Lafayette College 1994 — 1998
BA, Economics and Business
Dawei Zhang's The Vanguard Group Experience 2000 - 2001
Job Senior Programmer at Educational Testing Service (ETS)
Industry Computer Software
Experience
Educational Testing Service (ETS) November 2011 - Present
Comcast March 2011 - October 2012
Andesa Services, Inc. 2008 - 2011
NASDAQ OMX Group 2001 - 2008
The Vanguard Group 2000 - 2001
GlaxoSmithKline 2000 - 2000
JPMorgan Chase & Co 1997 - 2000
Air Products and Chemicals 1996 - 1997
Ingersoll Rand 1995 - 1996
Education
Kutztown University of Pennsylvania 1993 — 1995
MS, Computer Sciense
Tsinghua University 1987 — 1992
BE, Mechanical Engineering
Educational Testing Service (ETS) November 2011 - Present
Comcast March 2011 - October 2012
Andesa Services, Inc. 2008 - 2011
NASDAQ OMX Group 2001 - 2008
The Vanguard Group 2000 - 2001
GlaxoSmithKline 2000 - 2000
JPMorgan Chase & Co 1997 - 2000
Air Products and Chemicals 1996 - 1997
Ingersoll Rand 1995 - 1996
Education
Kutztown University of Pennsylvania 1993 — 1995
MS, Computer Sciense
Tsinghua University 1987 — 1992
BE, Mechanical Engineering
Stephen Waltrich's The Vanguard Group Experience November 1997 - March 1999
Job Senior Vice President of Investment Operations
Industry Financial Services
Experience
Mill Creek Capital Advisors, LLC August 2015 - Present
SEI September 2013 - August 2015
Turner Investment Partners January 2010 - September 2013
Turner Investment Partners May 2001 - December 2009
Turner Investment Partners May 1999 - May 2001
The Vanguard Group November 1997 - March 1999
Skills
Equities, Bloomberg, Investments, Securities, Hedge Funds, Series 7, Mutual Funds, Alternative Investments, Financial Services, Investment Management, Investment Strategies, Settlement, Account Reconciliation, Middle Office, Back Office, Corporate Actions, Emerging Markets, Finance, Bloomberg Terminal, Prime Brokerage, Bonds, Fund Of Funds, Trading
Education
La Salle University - School of Business Administration 1998 — 2001
MBA, Finance
Penn State University 1993 — 1997
BS, Business Logistics
Mill Creek Capital Advisors, LLC August 2015 - Present
SEI September 2013 - August 2015
Turner Investment Partners January 2010 - September 2013
Turner Investment Partners May 2001 - December 2009
Turner Investment Partners May 1999 - May 2001
The Vanguard Group November 1997 - March 1999
Skills
Equities, Bloomberg, Investments, Securities, Hedge Funds, Series 7, Mutual Funds, Alternative Investments, Financial Services, Investment Management, Investment Strategies, Settlement, Account Reconciliation, Middle Office, Back Office, Corporate Actions, Emerging Markets, Finance, Bloomberg Terminal, Prime Brokerage, Bonds, Fund Of Funds, Trading
Education
La Salle University - School of Business Administration 1998 — 2001
MBA, Finance
Penn State University 1993 — 1997
BS, Business Logistics
Chip Lloyd's The Vanguard Group Experience 2014 - Present
Job Senior ERISA Consultant at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group 2014 - Present
The Vanguard Group 2008 - 2014
The Vanguard Group 2005 - 2007
The Vanguard Group 1999 - 2004
The Vanguard Group 1996 - 1998
Towers Perrin 1987 - 1996
Skills
Business Analysis, Process Improvement, Investments, Relationship Management, Financial Services, Strategic Planning, Mutual Funds, Actuarial Science, Microsoft Office, Customer Service, Microsoft Excel
Education
Lafayette College 1983 — 1987
BS, Electrical Engineering
BS Elec. Eng. Lafayette College
The Vanguard Group 2014 - Present
The Vanguard Group 2008 - 2014
The Vanguard Group 2005 - 2007
The Vanguard Group 1999 - 2004
The Vanguard Group 1996 - 1998
Towers Perrin 1987 - 1996
Skills
Business Analysis, Process Improvement, Investments, Relationship Management, Financial Services, Strategic Planning, Mutual Funds, Actuarial Science, Microsoft Office, Customer Service, Microsoft Excel
Education
Lafayette College 1983 — 1987
BS, Electrical Engineering
BS Elec. Eng. Lafayette College
Mark Lahoda, CFA's The Vanguard Group Experience 2004 - Present
Job Senior Credit Analyst at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group 2004 - Present
The Vanguard Group 1995 - 2003
Bell Atlantic 1984 - 1995
Education
Drexel University 1982 — 1984
MBA, Finance
La Salle University 1976 — 1980
BA, Economics
The Vanguard Group 2004 - Present
The Vanguard Group 1995 - 2003
Bell Atlantic 1984 - 1995
Education
Drexel University 1982 — 1984
MBA, Finance
La Salle University 1976 — 1980
BA, Economics
Daryl Rosidivito's The Vanguard Group Experience March 1995 - June 1996
Job Senior IT Consultant at DCMWorks, Inc.
Industry Information Technology and Services
Experience
DCMWorks, Inc. January 2012 - Present
IDMWorks January 2012 - Present
PA July 2010 - August 2012
Bala Consulting Engineers January 2011 - July 2011
AmeriGas July 2010 - April 2011
Nutrisystem, Inc. October 2009 - July 2010
Lincoln Financial 1996 - 2009
The Vanguard Group March 1995 - June 1996
Prudential Insurance January 1993 - March 1995
Prudential Insurance March 1989 - January 1993
Skills
Disaster Recovery, Data Center, Networking, Security, IT Management, Enterprise Architecture, SDLC, Management, Project Planning, Project Management, Strategic Planning, Program Management, Servers, IT Strategy, Information Technology, Active Directory
Education
Lock Haven University of Pennsylvania 1979 — 1985
BS, Computer Science
DCMWorks, Inc. January 2012 - Present
IDMWorks January 2012 - Present
PA July 2010 - August 2012
Bala Consulting Engineers January 2011 - July 2011
AmeriGas July 2010 - April 2011
Nutrisystem, Inc. October 2009 - July 2010
Lincoln Financial 1996 - 2009
The Vanguard Group March 1995 - June 1996
Prudential Insurance January 1993 - March 1995
Prudential Insurance March 1989 - January 1993
Skills
Disaster Recovery, Data Center, Networking, Security, IT Management, Enterprise Architecture, SDLC, Management, Project Planning, Project Management, Strategic Planning, Program Management, Servers, IT Strategy, Information Technology, Active Directory
Education
Lock Haven University of Pennsylvania 1979 — 1985
BS, Computer Science
Matthew Mancini's The Vanguard Group Experience
Job Project Lead at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group
Skills
Project Management, Business Analysis, Leadership, Process Improvement, Agile Methodologies, Requirements Analysis, Mutual Funds, SDLC, Financial Analysis, Financial Services, Management, Business Process..., Finance, Investments
Education
Kutztown University of Pennsylvania 1988 — 1992
Business Administration and Management, General
The Vanguard Group
Skills
Project Management, Business Analysis, Leadership, Process Improvement, Agile Methodologies, Requirements Analysis, Mutual Funds, SDLC, Financial Analysis, Financial Services, Management, Business Process..., Finance, Investments
Education
Kutztown University of Pennsylvania 1988 — 1992
Business Administration and Management, General
Coleen McElwee's The Vanguard Group Experience January 2004 - Present
Job Project Manager at The Vanguard Group
Industry Investment Management
Experience
The Vanguard Group January 2004 - Present
The Vanguard Group January 1992 - December 2003
Skills
Securities, Equities, Financial Services, Fixed Income, Mutual Funds, Asset Managment, Risk Management, Bloomberg, Corporate Actions, Middle Office, Business Analysis, Financial Analysis, Capital Markets, Investments, Relationship Management, Financial Markets
Education
Villanova University 1988 — 1992
MBA, Finance
Kutztown University of Pennsylvania 1980 — 1982
BS, Accounting
The Vanguard Group January 2004 - Present
The Vanguard Group January 1992 - December 2003
Skills
Securities, Equities, Financial Services, Fixed Income, Mutual Funds, Asset Managment, Risk Management, Bloomberg, Corporate Actions, Middle Office, Business Analysis, Financial Analysis, Capital Markets, Investments, Relationship Management, Financial Markets
Education
Villanova University 1988 — 1992
MBA, Finance
Kutztown University of Pennsylvania 1980 — 1982
BS, Accounting
Glenn Brightman's The Vanguard Group Experience 1996 - 2005
Job CFO, TIAA Asset Management at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2015 - Present
TIAA-CREF April 2014 - Present
TIAA-CREF July 2010 - Present
TIAA-CREF May 2007 - July 2010
Transamerica March 2005 - May 2007
Transamerica Asset Management March 2005 - May 2007
The Vanguard Group 1996 - 2005
Skills
Financial Reporting, Mutual Funds, Asset Managment, Investments, Mergers & Acquisitions, Portfolio Management, Securities, Series 63, Equities, Asset Allocation, Alternative Investments, Strategic Financial..., Financial Services, Asset Management
Education
Saint Joseph's University 1998 — 2000
MBA, Accounting
Lehigh University - College of Business and Economics 1990 — 1994
BS, Finance
TIAA-CREF July 2015 - Present
TIAA-CREF April 2014 - Present
TIAA-CREF July 2010 - Present
TIAA-CREF May 2007 - July 2010
Transamerica March 2005 - May 2007
Transamerica Asset Management March 2005 - May 2007
The Vanguard Group 1996 - 2005
Skills
Financial Reporting, Mutual Funds, Asset Managment, Investments, Mergers & Acquisitions, Portfolio Management, Securities, Series 63, Equities, Asset Allocation, Alternative Investments, Strategic Financial..., Financial Services, Asset Management
Education
Saint Joseph's University 1998 — 2000
MBA, Accounting
Lehigh University - College of Business and Economics 1990 — 1994
BS, Finance
Paul Drakeley's The Vanguard Group Experience January 2007 - May 2010
Job Managing Director, National Accounts, BlackRock
Industry Financial Services
Experience
BlackRock June 2010 - Present
The Vanguard Group January 2007 - May 2010
Vanguard April 2005 - January 2007
Vanguard April 2003 - April 2005
Lehman Brothers July 2000 - April 2003
Merrill Lynch July 1994 - July 2000
Education
La Salle University 2003 — 2006
MBA
La Salle University - School of Business Administration 1990 — 1994
Finance
Archbishop Wood High School 1986 — 1990
BlackRock June 2010 - Present
The Vanguard Group January 2007 - May 2010
Vanguard April 2005 - January 2007
Vanguard April 2003 - April 2005
Lehman Brothers July 2000 - April 2003
Merrill Lynch July 1994 - July 2000
Education
La Salle University 2003 — 2006
MBA
La Salle University - School of Business Administration 1990 — 1994
Finance
Archbishop Wood High School 1986 — 1990
Brian Schaub's The Vanguard Group Experience 401
Job Investment Associate at The Vanguard Group
Industry Investment Management
Experience
The Vanguard Group 401
Education
Kutztown University of Pennsylvania 1992 — 1996
Finance
North Penn High School 1989 — 1991
The Vanguard Group 401
Education
Kutztown University of Pennsylvania 1992 — 1996
Finance
North Penn High School 1989 — 1991
Brian Lunney's The Vanguard Group Experience March 2008 - Present
Job Senior Relationship Manager at The Vanguard Group
Industry Financial Services
Anthony Farrar's The Vanguard Group Experience June 2007 - July 2010
Job Liquidity and Funding Treasury Analyst at RBS Citizens Financial Group
Industry Financial Services
Experience
RBS Citizens Financial Group March 2014 - Present
Harvard Management Company September 2013 - March 2014
Federal Reserve Bank of Boston February 2014 - February 2014
Brinker Capital August 2010 - May 2013
The Vanguard Group June 2007 - July 2010
Skills
CFA Program: Passed..., FINRA Licensing: Series..., Microsoft Excel:..., Microsoft Excel, Asset Managment, Financial Analysis, Equities, Wealth Management, Securities, Mutual Funds, Portfolio Management, Series 6, Asset Allocation, Research, Financial Services, Bloomberg, Investments, Retirement Planning, Alternative Investments, Series 63, Investment Strategies, Fixed Income, Investment Advisory, Asset Management
Education
Lafayette College 2003 — 2007
Bachelor's degree, Economics & Business; Spanish
Saint Paul's School 1999 — 2003
RBS Citizens Financial Group March 2014 - Present
Harvard Management Company September 2013 - March 2014
Federal Reserve Bank of Boston February 2014 - February 2014
Brinker Capital August 2010 - May 2013
The Vanguard Group June 2007 - July 2010
Skills
CFA Program: Passed..., FINRA Licensing: Series..., Microsoft Excel:..., Microsoft Excel, Asset Managment, Financial Analysis, Equities, Wealth Management, Securities, Mutual Funds, Portfolio Management, Series 6, Asset Allocation, Research, Financial Services, Bloomberg, Investments, Retirement Planning, Alternative Investments, Series 63, Investment Strategies, Fixed Income, Investment Advisory, Asset Management
Education
Lafayette College 2003 — 2007
Bachelor's degree, Economics & Business; Spanish
Saint Paul's School 1999 — 2003
Marty Falcone's The Vanguard Group Experience December 2008 - December 2010
Job Department Head, Senior Manager at Vanguard
Industry Financial Services
Experience
Vanguard January 2013 - Present
Vanguard December 2010 - January 2013
The Vanguard Group December 2008 - December 2010
The Vanguard Group August 2006 - November 2008
The Vanguard Group August 2005 - August 2006
Skills
Portfolio Management, Mutual Funds, Series 6, Budgeting, Strategic Planning, Series 63, Change Management, People Management, Management, Finance, Investments, Financial Analysis, Asset Management, Leadership, Process Improvement, Project Management, Financial Modeling, Risk Management
Education
Saint Joseph's University 2011 — 2013
Master of Business Administration (M.B.A.)
Lehigh University 2001 — 2005
BA, Economics and Journalism
Radnor High School 1997 — 2001
Vanguard January 2013 - Present
Vanguard December 2010 - January 2013
The Vanguard Group December 2008 - December 2010
The Vanguard Group August 2006 - November 2008
The Vanguard Group August 2005 - August 2006
Skills
Portfolio Management, Mutual Funds, Series 6, Budgeting, Strategic Planning, Series 63, Change Management, People Management, Management, Finance, Investments, Financial Analysis, Asset Management, Leadership, Process Improvement, Project Management, Financial Modeling, Risk Management
Education
Saint Joseph's University 2011 — 2013
Master of Business Administration (M.B.A.)
Lehigh University 2001 — 2005
BA, Economics and Journalism
Radnor High School 1997 — 2001
Sanjeev Bagalwadi's The Vanguard Group Experience April 2011 - December 2014
Job Sr.Consultant Business Intelligence and Analytics at Merck
Industry Computer Software
Experience
Merck January 2015 - Present
The Vanguard Group April 2011 - December 2014
Merrill Lynch November 2009 - March 2011
FirstEnergy May 2009 - September 2009
Vanguard October 2005 - October 2008
Skills
Business Intelligence, Oracle, SDLC, Business Analysis, ERP, Software Project..., Cognos, SSRS, Agile Methodologies, Analytics, Dashboard, Software Development
Education
Osmania University 1995 — 1996
PGDM, International Marketing Management
Karnatak University 1986 — 1990
BE, ECE
Merck January 2015 - Present
The Vanguard Group April 2011 - December 2014
Merrill Lynch November 2009 - March 2011
FirstEnergy May 2009 - September 2009
Vanguard October 2005 - October 2008
Skills
Business Intelligence, Oracle, SDLC, Business Analysis, ERP, Software Project..., Cognos, SSRS, Agile Methodologies, Analytics, Dashboard, Software Development
Education
Osmania University 1995 — 1996
PGDM, International Marketing Management
Karnatak University 1986 — 1990
BE, ECE
Kelly Mingone's The Vanguard Group Experience September 1985 - November 1989
Job Credentialing Coordinator at Main Line Health
Industry Design
Experience
Main Line Health June 2013 - Present
Perfectly Placed Interiors October 2008 - Present
Main Line Health January 2012 - June 2013
The Vanguard Group September 1985 - November 1989
The Vanguard Group January 1985 - September 1985
Skills
Interior Design, Interior Architecture, Window Treatments, Furnishings, Bedding, Space-planning, Furniture, Home Staging, Residential Homes, Color Schemes, Space planning, Residential Design, Draperies
Education
Kutztown University of Pennsylvania 1979 — 1981
Fine Arts
Main Line Health June 2013 - Present
Perfectly Placed Interiors October 2008 - Present
Main Line Health January 2012 - June 2013
The Vanguard Group September 1985 - November 1989
The Vanguard Group January 1985 - September 1985
Skills
Interior Design, Interior Architecture, Window Treatments, Furnishings, Bedding, Space-planning, Furniture, Home Staging, Residential Homes, Color Schemes, Space planning, Residential Design, Draperies
Education
Kutztown University of Pennsylvania 1979 — 1981
Fine Arts
Josh Barrickman's The Vanguard Group Experience Head of Bond IndexingVanguardJanuary 2013 - Present
Job Head of Bond Indexing at Vanguard
Industry Financial Services
Experience
The Vanguard Group Head of Bond IndexingVanguardJanuary 2013 - Present
The Vanguard Group June 1999 - Present
Skills
Fixed Income, Bonds, Mutual Funds, Securities, ETFs, Portfolio Management, Investments, Bloomberg, Asset Management, Investment Management
Education
Lehigh University - College of Business and Economics 1998 — 2000
MBA, Finance
Ohio Northern University 1993 — 1997
BS, Finance
The Vanguard Group Head of Bond IndexingVanguardJanuary 2013 - Present
The Vanguard Group June 1999 - Present
Skills
Fixed Income, Bonds, Mutual Funds, Securities, ETFs, Portfolio Management, Investments, Bloomberg, Asset Management, Investment Management
Education
Lehigh University - College of Business and Economics 1998 — 2000
MBA, Finance
Ohio Northern University 1993 — 1997
BS, Finance
Sean Zerbey's The Vanguard Group Experience December 2004 - April 2008
Job Analyst at The Vanguard Group of Investment Companies
Industry Financial Services
Experience
The Vanguard Group of Investment Companies May 2008 - Present
Reading Area Community College January 1999 - May 2008
The Vanguard Group December 2004 - April 2008
The Vanguard Group January 1994 - May 2003
Skills
Excel, Access, Web Analytics, SAS, PowerPoint, Budgeting, Word, MS Project, SQL, Databases, Statistics, Forecasting, Analysis, Economics, Financial Services, Analytics
Education
Saint Joseph's University - Erivan K. Haub School of Business 1995 — 1998
MBA, Finance
Kutztown University of Pennsylvania 1988 — 1992
BS, Secondary Education-Political Science
The Vanguard Group of Investment Companies May 2008 - Present
Reading Area Community College January 1999 - May 2008
The Vanguard Group December 2004 - April 2008
The Vanguard Group January 1994 - May 2003
Skills
Excel, Access, Web Analytics, SAS, PowerPoint, Budgeting, Word, MS Project, SQL, Databases, Statistics, Forecasting, Analysis, Economics, Financial Services, Analytics
Education
Saint Joseph's University - Erivan K. Haub School of Business 1995 — 1998
MBA, Finance
Kutztown University of Pennsylvania 1988 — 1992
BS, Secondary Education-Political Science
Christopher Galliera's The Vanguard Group Experience July 2012 - August 2012
Job Web Designer at Hibu, Inc.
Industry Marketing and Advertising
Experience
Hibu, Inc. July 2013 - Present
Galliera Creative July 2013 - Present
Allen & Goel Marketing Company September 2012 - July 2013
The Vanguard Group July 2012 - August 2012
Yellow Pages Group / Groupe Pages Jaunes – Canada 2011 - 2012
Idearc Media 1994 - 2007
Skills
Advertising, Graphic Design, Adobe Creative Suite, Illustrator, InDesign, QuarkXPress, Graphics, Logo Design, Dreamweaver, Customer Service, Brochures, Microsoft Office, Sales
Education
Kutztown University of Pennsylvania 1986 — 1989
Bachelors, Communication Design
Hibu, Inc. July 2013 - Present
Galliera Creative July 2013 - Present
Allen & Goel Marketing Company September 2012 - July 2013
The Vanguard Group July 2012 - August 2012
Yellow Pages Group / Groupe Pages Jaunes – Canada 2011 - 2012
Idearc Media 1994 - 2007
Skills
Advertising, Graphic Design, Adobe Creative Suite, Illustrator, InDesign, QuarkXPress, Graphics, Logo Design, Dreamweaver, Customer Service, Brochures, Microsoft Office, Sales
Education
Kutztown University of Pennsylvania 1986 — 1989
Bachelors, Communication Design
Rajendra Prasad, Vuthaluru, PMP's The Vanguard Group Experience January 2010 - June 2010
Job Project Manager/Lead CDI/IBM (Express Scripts) Information Technology and Services Professional
Industry Information Technology and Services
Experience
CDI Corporation January 2013 - October 2013
Merrill Lynch May 2011 - December 2012
UBS June 2010 - March 2011
The Vanguard Group January 2010 - June 2010
Merrill Lynch April 2009 - November 2009
Verizon Wireless September 2007 - May 2009
Skills
COBOL,DB2,CICS,VSAM,JCL,..., Investment Banking, Project Management, Healthcare, Telecom, Wireless, Strategy, SDLC, Business Analysis, Data Migration, SQL, IT Strategy, Requirements Analysis, Visio, Requirements Gathering, Management, Business Development, Analysis, Software Project..., Vendor Management, Oracle, PMO, Software Documentation, Team Management
Education
Kakatiya University 1987 — 1989
MBA, MIS/Marketing
CDI Corporation January 2013 - October 2013
Merrill Lynch May 2011 - December 2012
UBS June 2010 - March 2011
The Vanguard Group January 2010 - June 2010
Merrill Lynch April 2009 - November 2009
Verizon Wireless September 2007 - May 2009
Skills
COBOL,DB2,CICS,VSAM,JCL,..., Investment Banking, Project Management, Healthcare, Telecom, Wireless, Strategy, SDLC, Business Analysis, Data Migration, SQL, IT Strategy, Requirements Analysis, Visio, Requirements Gathering, Management, Business Development, Analysis, Software Project..., Vendor Management, Oracle, PMO, Software Documentation, Team Management
Education
Kakatiya University 1987 — 1989
MBA, MIS/Marketing
Kelly Tokarski's The Vanguard Group Experience 1990 - 2005
Job Office Mgr./Portfolio Assist. at Morris Capital Advisors, LLC
Industry Financial Services
Experience
Morris Capital Advisors, LLC May 2005 - December 2012
The Vanguard Group 1990 - 2005
Education
Kutztown University of Pennsylvania
Morris Capital Advisors, LLC May 2005 - December 2012
The Vanguard Group 1990 - 2005
Education
Kutztown University of Pennsylvania
shifone moore's The Vanguard Group Experience October 2004 - March 2005
Job Money Desk at LPL Financial
Industry Financial Services
Experience
LPL Financial March 2011 - Present
LPL Financial September 2007 - September 2011
E*TRADE Financial March 2005 - September 2007
The Vanguard Group October 2004 - March 2005
Spirit Telecom 1998 - 2004
Skills
Investments, Mutual Funds, Equities, Trading, Series 63, Fixed Income, Financial Services, Financial Advisory, FINRA, Wealth Management, CRM, Securities, Finance, Asset Allocation, Series 7, Trading Systems, Options, Leadership
Education
University of Phoenix
Master; MBA, Business Administration/Human Resource Management
Livingstone College
Bachelor of Science (BS), Business Administration
LPL Financial March 2011 - Present
LPL Financial September 2007 - September 2011
E*TRADE Financial March 2005 - September 2007
The Vanguard Group October 2004 - March 2005
Spirit Telecom 1998 - 2004
Skills
Investments, Mutual Funds, Equities, Trading, Series 63, Fixed Income, Financial Services, Financial Advisory, FINRA, Wealth Management, CRM, Securities, Finance, Asset Allocation, Series 7, Trading Systems, Options, Leadership
Education
University of Phoenix
Master; MBA, Business Administration/Human Resource Management
Livingstone College
Bachelor of Science (BS), Business Administration
Michael Jeffers's The Vanguard Group Experience November 2010 - April 2011
Job Seeking opportunities
Industry Financial Services
Experience
GM Financial/AmeriCredit August 2012 - April 2013
The Vanguard Group November 2010 - April 2011
U.S. Census Bureau April 2010 - September 2010
Bank of America April 2006 - January 2007
Chrysler Financial February 2002 - November 2005
Field Marketing Inc. November 2000 - October 2001
Skills
Credit, Loans, Analysis, Negotiation, Financial Risk, Call Center, Lotus Notes, Credit Analysis, Customer Satisfaction, Process Improvement, Financial Analysis, Risk Management, Customer Service, Accounts Receivable, Customer Retention, Subprime, Credit Risk, CRM, Call Centers, Finance, Forecasting, Relationship Management, Consumer Lending, Underwriting, Banking, Portfolio Management
Education
King's College 2006 — 2007
PA Teaching Certification, Citizenship Education
King's College 2000 — 2001
Psychology
King's College 1996 — 2000
History
Scranton High School
GM Financial/AmeriCredit August 2012 - April 2013
The Vanguard Group November 2010 - April 2011
U.S. Census Bureau April 2010 - September 2010
Bank of America April 2006 - January 2007
Chrysler Financial February 2002 - November 2005
Field Marketing Inc. November 2000 - October 2001
Skills
Credit, Loans, Analysis, Negotiation, Financial Risk, Call Center, Lotus Notes, Credit Analysis, Customer Satisfaction, Process Improvement, Financial Analysis, Risk Management, Customer Service, Accounts Receivable, Customer Retention, Subprime, Credit Risk, CRM, Call Centers, Finance, Forecasting, Relationship Management, Consumer Lending, Underwriting, Banking, Portfolio Management
Education
King's College 2006 — 2007
PA Teaching Certification, Citizenship Education
King's College 2000 — 2001
Psychology
King's College 1996 — 2000
History
Scranton High School
Marc Staudenmaier's The Vanguard Group Experience June 2008 - Present
Job Brokerage Associate at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group June 2008 - Present
Education
Juniata College 2004 — 2008
B.S., Finance, Business Administration
The Vanguard Group June 2008 - Present
Education
Juniata College 2004 — 2008
B.S., Finance, Business Administration
Pam Sills's The Vanguard Group Experience March 1999 - October 2004
Job Designer at psdesignstudio
Industry Graphic Design
Experience
psdesignstudio March 2010 - Present
The Vanguard Group March 1999 - October 2004
Penn Mutual March 1994 - March 1999
Skills
Illustrator, Typography, Graphics
Education
Kutztown University of Pennsylvania 1985 — 1989
BFA, Finer Arts
psdesignstudio March 2010 - Present
The Vanguard Group March 1999 - October 2004
Penn Mutual March 1994 - March 1999
Skills
Illustrator, Typography, Graphics
Education
Kutztown University of Pennsylvania 1985 — 1989
BFA, Finer Arts
Charlie Kehs's The Vanguard Group Experience October 2007 - May 2012
Job Communication Administrator at The Vanguard Group
Industry Financial Services
Experience
Vanguard May 2012 - Present
The Vanguard Group October 2007 - May 2012
Skills
Series 63, Series 7, Mutual Funds, Equities, ERISA, Bloomberg, Process Improvement, Lotus Notes, Investments, Call Center, Pensions, Banking, Portfolio Management, Finance, Financial Analysis
Education
Kutztown University of Pennsylvania 2002 — 2006
Bachelor of Business Administration (BBA), Business Administration and Management, General
Vanguard May 2012 - Present
The Vanguard Group October 2007 - May 2012
Skills
Series 63, Series 7, Mutual Funds, Equities, ERISA, Bloomberg, Process Improvement, Lotus Notes, Investments, Call Center, Pensions, Banking, Portfolio Management, Finance, Financial Analysis
Education
Kutztown University of Pennsylvania 2002 — 2006
Bachelor of Business Administration (BBA), Business Administration and Management, General
James Billman's The Vanguard Group Experience June 2000 - Present
Job Storage Architect at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group June 2000 - Present
Hitachi Data Systems November 1990 - April 2000
Dallas, Texas September 1978 - November 1990
Skills
Disaster Recovery, Solaris, Netbackup, Unix, EMC Storage, Enterprise Architecture, Brocade, Replication, Business Continuity, SAN
Education
San Jose State University 1966 — 1967
Lehigh University
The Vanguard Group June 2000 - Present
Hitachi Data Systems November 1990 - April 2000
Dallas, Texas September 1978 - November 1990
Skills
Disaster Recovery, Solaris, Netbackup, Unix, EMC Storage, Enterprise Architecture, Brocade, Replication, Business Continuity, SAN
Education
San Jose State University 1966 — 1967
Lehigh University
Mike Moskel's The Vanguard Group Experience Bentley HarrisLionvilleSeptember 1986 - October 2000
Job RMD admin Qualified Plans at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group Bentley HarrisLionvilleSeptember 1986 - October 2000
Education
Keystone College 1990 — 1995
2 BA, Business Adm
The Vanguard Group Bentley HarrisLionvilleSeptember 1986 - October 2000
Education
Keystone College 1990 — 1995
2 BA, Business Adm
Vanguard
Franklin Templeton Investments
Morningstar
Legg Mason
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments