The Vanguard Group

Industry: Investment management company

Description

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

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The Vanguard Group Employees

Employee
Years
Job
Industry
Kristi Heiman Kristi Heiman Greater Boston Area Details
Kristi Heiman's The Vanguard Group Experience December 2007 - August 2008
Job PreCandidate, Master of Liberal Arts in International Relations at Harvard University Extension School
Industry Legal Services
Experience
Harvard University Extension School  September 2014 - Present
Law Offices of Harry C. Christensen   June 2014 - August 2014
Michaels Ward & Rabinovitz   August 2009 - July 2010
JPMorgan Chase  September 2008 - May 2009
THE VANGUARD GROUP   December 2007 - August 2008

Skills
Legal Research, Trials, Patent Litigation, Estate Planning, Lexis, Courts, Intellectual Property, Tax, Trademarks, Securities, Depositions, Microsoft Excel, Document Review, Legal Writing, Pleadings

Education
Harvard Extension School   2014 — 2018
Master of Liberal Arts, Political Science and Government

Massachusetts School of Law   2010 — 2014
Juris Doctor

La Salle University - School of Business Administration   2005 — 2008
MBA, Finance

Villanova University   1994 — 1998
BA, History

Immaculata University   1991 — 1993

MAIN LINE PARALEGAL INSTITUTE
Certificate, Paralegal Studies

Massachusetts School of Law
J.D., Estate Planning, Wills and Trusts, Sports Law

Alex Grasser Alex Grasser Urbandale, Iowa Details
Alex Grasser's The Vanguard Group Experience September 2010 - January 2011
Job Associate at Verisight, Inc
Industry Financial Services
Experience
Verisight, Inc  September 2015 - Present
Principal Financial Group  February 2011 - August 2015
The Vanguard Group   September 2010 - January 2011
Northern Arizona University Challenge Course   May 2008 - January 2010
Retail Sales  September 1997 - December 2004

Skills
Leadership, Employee Benefits, Team Building, Finance, ESOP, Financial Analysis, Mutual Funds, Repurchase Liability, Investments, Public Speaking, Portfolio Management, Customer Service, Marketing

Education
Northern Arizona University   2007 — 2010
BSBA, Majors: Business Economics & Finance; Minor: Psychology, Cum Laude

Phoenix College   2005 — 2007
ABA, General Business Studies, Highest Distinction

Arcadia High   1994 — 1997

Nick Foy, CFP® Nick Foy, CFP® Charlotte, North Carolina Area Details
Nick Foy, CFP®'s The Vanguard Group Experience August 2007 - April 2011
Job Portfolio Manager at CAVU Wealth Advisors
Industry Investment Management
Experience
CAVU Wealth Advisors   May 2011 - Present
The Vanguard Group   August 2007 - April 2011
The Vanguard Group   February 2007 - August 2007
Charlotte North Fellowship   2005 - 2007

Skills
Financial Planning, Asset Management, Estate Planning, Portfolio Optimization, Modern Portfolio Theory, Strategic Financial..., Asset Managment, Retirement Planning, Investments, Retirement, 401k, Financial Advisory, Wealth, Wealth Management..., Finance

Education
Miami University   2000 — 2004
2004, Communication

University of Georgia - Terry College of Business   2008 — 2009
Certificate in Financial Planning, Finance

Campolindo High School   1996 — 2000

Ian McLeod, CFA Ian McLeod, CFA Denver, Colorado Details
Ian McLeod, CFA's The Vanguard Group Experience November 2010 - March 2013
Job Derivatives Consultant at Chatham Financial
Industry Financial Services
Experience
Chatham Financial  April 2013 - Present
The Vanguard Group   November 2010 - March 2013
Vanguard  October 2009 - November 2010

Skills
Derivatives, Bloomberg, Trading, Fixed Income, Financial Modeling, Mutual Funds, Risk Management, Equities, Investments, Capital Markets, Financial Analysis, Valuation

Education
Northern Arizona University   2004 — 2008
Bachelor's of Science in Business Administration, Finance

Syreeta Richardson Syreeta Richardson Charlotte, North Carolina Area Details
Syreeta Richardson's The Vanguard Group Experience September 2006 - December 2012
Job Internal Wholesaler with MetLife
Industry Financial Services
Experience
MetLife  July 2013 - Present
The Vanguard Group   September 2006 - December 2012
Coach  November 2004 - September 2006
J Crew  July 2005 - December 2005

Skills
Series 63, Series 6, Series 7, Retirement Planning, Mutual Funds, Retirement, IRAs, 401k, 529 Plans, Investments, Wealth Accumulation, Life Insurance, Sales, Insurance, 401k Rollovers, Variable Annuities, Roth IRA, Disability Insurance, Term Life Insurance, Whole Life, Life, Lotus Notes, Qualified Retirement..., Financial Services, Bonds, ETFs, Securities, Asset Allocation

Education
North Carolina Central University   1999 — 2003
Bachelor of Science (BS), Criminal Justice and Corrections

Jonathan Indick Jonathan Indick San Francisco Bay Area Details
Jonathan Indick's The Vanguard Group Experience June 2000 - August 2004
Job Vice President, Technical Lead at Bank of the West BNP Paribas Group
Industry Financial Services
Experience
Bank of the West - BNP Paribas Group  August 2004 - Present
The Vanguard Group   June 2000 - August 2004
RCG Information Technology  April 1997 - May 2000
Computer Information Systems  January 1994 - March 1997

Skills
Java, JavaScript, ASP.NET, jQuery, Microsoft SQL Server, Oracle, Visual Studio, XML, Technical Leadership, Software Engineering, System Architecture, C#, Object Oriented Design, Eclipse, Flash Builder, ActionScript, Spring, Cairngorm, Ant, Maven, SOAP, Subversion, JSON, Stored Procedures, Databases, B2B, Architecture, Mobile Applications, SOA, Agile Methodologies, Architectures, Scrum, Database Design, Tomcat, Web Services, Integration, SDLC, Requirements Analysis

Education
Pennsylvania State University-Great Valley Graduate Center   2001 — 2007
Masters, Software Engineering

Mapua Institute of Technology   1989 — 1993
Bachelors, Computer Engineering

Peter J. Bernota Peter J. Bernota Washington, District Of Columbia Details
Peter J. Bernota's The Vanguard Group Experience January 2004 - January 2006
Job Client Operations Director at Xerox
Industry Information Technology and Services
Experience
Xerox  November 2011 - Present
Microfinance Information eXchange  June 2011 - November 2011
Consero Group LLC  December 2010 - June 2011
MicroFinance International Corporation   2007 - 2009
State Of Delaware - Delaware Economic Development Office   January 2006 - September 2007
The Vanguard Group   January 2004 - January 2006
International Communications For Management   1999 - 2002

Skills
Business Development, Economic Development, International Management, Sales Management, Microfinance, Business Continuity..., International Finance, Disaster Recovery, Financial Services, Business Strategy, Strategic Planning, New Business Development, Risk Management, Business Planning, Strategic Partnerships, Management, Strategy, Leadership, Executive Management, Analysis, Finance, Business Intelligence

Education
59th International Banking Summer School (Australia)   2006 — 2006
Graduate, International Banking

Boston University Brussels   1989 — 1990
Master's, International Management

Marquette University   1975 — 1978
Bachelors, Journalism

Jamie Malle Jamie Malle Greater Philadelphia Area Details
Jamie Malle's The Vanguard Group Experience 2013 - Present
Job Project Manager & Business Strategy Professional ▪ jamiemalle9@gmail.com
Industry Financial Services
Experience
The Vanguard Group   2013 - Present
Vida Vacations – The Grand Mayan   2012 - 2012
Boeing  2005 - 2012
Boeing Defence Australia  2004 - 2005
Boeing  May 2002 - September 2004

Skills
Financial Modeling, Real Estate, Relationship Management, Sales, Process Improvement, Public Relations, Sales Management, Cost Benefit, Variance Analysis, Earned Value Management, Financial Analysis, Strategy, Budgets, Business Development, Cross Functional..., Competitive Assessment, Team Leadership, Revenue & Profit Growth, Consultative Selling..., Project Management, Executive Presentations, Global Strategy..., Government Contract, Strategic Financial..., Analysis, Program Management, Corporate Finance, Project Planning

Education
University of Southern California - Marshall School of Business   2009 — 2012
MBA, Emphasis in Marketing and Sales

University of California, Los Angeles   2010 — 2011
Leadership Skills Program

Maryville University of Saint Louis   1998 — 2002
B.S. Actuarial Science and B.S. Business Management

Rick Dusenbery Rick Dusenbery Greater Philadelphia Area Details
Rick Dusenbery's The Vanguard Group Experience October 1997 - Present
Job IT Project Manager at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group   October 1997 - Present
WCKM Radio   1995 - 1997
WWSC/WYLR Radio   1986 - 1995
WGY Radio   1985 - 1987

Skills
Project Management, Software Development, Business Analysis, Program Management, Team Leadership, Software Project..., Process Improvement, Strategic Planning, Lean Management, Leadership, Kanban, Change Management, Agile Methodologies, Scrum, IT Management, Vendor Management, Agile Project Management, Requirements Analysis, Requirements Gathering, User-centered Design, User Experience, Brand Management, Social Media, SQL, Disaster Recovery, Nonprofits, SDLC, Broadcast, Volunteer Management, Digital Audio, Visio, SharePoint, Audio Post Production

Education
Mansfield University of Pennsylvania   1981 — 1985
Bachelor of Arts (BA), Communication and Media Studies

Mansfield University of Pennsylvania   1981 — 1985
Bachelor of Arts (B.A.), Broadcast Communications

Virginia (Ginny) Buckwalter Virginia (Ginny) Buckwalter Greater Philadelphia Area Details
Virginia (Ginny) Buckwalter's The Vanguard Group Experience March 2015 - Present
Job Production Support Analyst at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group   March 2015 - Present
The Vanguard Group   October 2007 - March 2015
Vanguard  October 2005 - October 2007
Vanguard  April 1998 - October 2007
Vanguard  February 1996 - April 1998

Education
Montgomery County Community College

Penn State University

Sacheendra Alvulapati Sacheendra Alvulapati Charlotte, North Carolina Area Details
Sacheendra Alvulapati's The Vanguard Group Experience June 2007 - Present
Job Project Manager at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group   June 2007 - Present
The Vanguard Group   January 2004 - April 2008
The Vanguard Group   July 2000 - December 2003
CBSI  April 1998 - June 2000
Apar Infotechnologies, Singapore   February 1997 - March 1998
CBSI  March 1995 - December 1996

Skills
Oracle, DB2, ETL, Data Integration, Business Objects, Data Modeling, Cognos, Teradata, OLAP, Informatica, Data Warehousing, Databases, Siebel, COBOL, SDLC, Software Project..., Software Development

Education
Strayer University   2004 — 2007
MBA, Management

Mangalore University   1990 — 1994
Bechelor, Computer Science

Duane Dudas, MBA Duane Dudas, MBA Greater Philadelphia Area Details
Duane Dudas, MBA's The Vanguard Group Experience July 1997 - June 1998
Job Financial Performance Manager Operational Finance at Nemours
Industry Transportation/Trucking/Railroad
Experience
Nemours  March 2012 - Present
Penske Truck Leasing  September 2011 - February 2012
University of Pennsylvania Health System  October 2009 - September 2011
Chartwell Investment Partners  July 2002 - October 2008
Chartwell Investment Partners  March 2000 - July 2002
JP Morgan  June 1998 - February 2000
The Vanguard Group   July 1997 - June 1998

Skills
Accounting, Budgeting, Financial Reporting, Forecasting, Financial Modeling, Financial Statement..., Variance Analysis, Due Diligence, Risk Management, Budgets

Education
Saint Joseph's University   2004 — 2007
MBA, Finance

Muhlenberg College   1990 — 1994
BA, Maj: Communications, Min: Business

C Jay Pardini C Jay Pardini Greater Philadelphia Area Details
C Jay Pardini's The Vanguard Group Experience July 2006 - April 2007
Job Global Technology Infrastructure
Industry Financial Services
Experience
JPMorgan Chase  May 2012 - Present
Pardini Properties   January 2012 - Present
PwC  May 2011 - May 2012
US Senate  June 2010 - January 2011
Pennsylvania State University  August 2008 - May 2010
Vanguard  June 2005 - August 2008
Business Development Group  April 2007 - July 2008
The Vanguard Group   July 2006 - April 2007

Skills
Accounting, Finance, Financial Modeling, Financial Accounting, Auditing, Tax, Investments, Financial Reporting, Microsoft Excel, Forecasting, Training, Risk Management, PowerPoint, Process Improvement, Microsoft Office, Corporate Finance, Strategic Financial..., Excel, Word, Asset Management, Financial Planning, Fundraising, Retirement Planning, Retirement Savings, Qualified Retirement..., Management

Education
Penn State University   2008 — 2010
MBA, Accounting, Finance, Logistics/Supply Chain Management

Muhlenberg College   2000 — 2004
Bachelor of Science, Business Administration; Finance Concentration

The Hill School   1996 — 2000
High School

Ketan Desai Ketan Desai Raleigh-Durham, North Carolina Area Details
Ketan Desai's The Vanguard Group Experience June 2000 - December 2000
Job Director, Software Development at Allscripts
Industry Hospital & Health Care
Experience
Allscripts  September 2012 - Present
Allscripts  May 2010 - September 2012
Hill Rom  November 2008 - May 2010
TapRoot Systems Inc.   June 2008 - September 2008
Motorola Inc.  January 2007 - May 2008
Motorola Inc  January 2006 - January 2007
Motorola Inc.  January 2001 - January 2006
The Vanguard Group   June 2000 - December 2000
Ketan Desai & Associates   August 1992 - March 1998

Skills
PMP, Program Management, Software Development, Process Improvement, Software Project..., Software Quality..., Vendor Management, Integration, PMO, Cross-functional Team..., Embedded Software, SDLC, Contract Negotiation, Six Sigma, Testing, Mobile Devices, Requirements Analysis, Telecommunications, Quality Assurance, Management, Operational Execution, Project Management, Wireless, Project Portfolio..., Software Engineering, Strategy, CRM, Product Development, Leadership, Strategy to Execution, ERP, Business Development, Project Planning, System Architecture, Scrum, Product Management, Outsourcing, Health Care Systems, Cloud Computing

Education
University of Miami - School of Business   2006 — 2007
MBA, International Business

University of North Carolina at Charlotte   1998 — 2000
MS, Computer Science

National Institute of Technology Surat   1989 — 1992
BS, Civil Engineering

Marleen Cain MBA, PMP Marleen Cain MBA, PMP Greater Philadelphia Area Details
Marleen Cain MBA, PMP's The Vanguard Group Experience 1996 - 1998
Job Project Manager and Information System Instructor
Industry Information Technology and Services
Experience
Computer Sciences Corporation  October 1998 - February 2009
The Vanguard Group   1996 - 1998
Dupont Merck (included ENDO) Pharmaceutical   1992 - 1996

Skills
MS Project, SDLC, Change Management, PMP, Project Management, PMO, Program Management, Vendor Management, Outsourcing, Business Process, Business Process..., Software Documentation, Management, CRM, Software Development, Software Project..., Full SDLC, Instructor-led Training, Risk Management, Charter, Project Delivery, Service Delivery..., People Development, Stakeholder Management, Project Management..., RTM, Project Portfolio..., IT Service Management, ITIL, SharePoint, Process Improvement, Project Planning, Testing, Information Technology

Education
Southern New Hampshire University   1981 — 1983
MBA, Systems

Michigan State University   1972 — 1975
BS, Physiology, Life Science

Timothy Quinn Timothy Quinn Greater Philadelphia Area Details
Timothy Quinn's The Vanguard Group Experience September 1997 - June 2002
Job Project Manager/Business Analyst at Cenlar FSB
Industry Banking
Experience
Cenlar FSB  June 2010 - Present
GMAC ResCap  November 2008 - June 2010
Wachovia  June 2004 - October 2008
Fairbanks Capital  May 2003 - June 2004
Daston Corporation  June 2002 - May 2003
The Vanguard Group   September 1997 - June 2002

Education
Mansfield University of Pennsylvania   1989 — 1993
BA, Criminal Justice Administration

Richard Rutenberg Richard Rutenberg Greater Philadelphia Area Details
Richard Rutenberg's The Vanguard Group Experience 2008 - 2009
Job IoT Entrepreneur • Systems and Networking Engineer
Industry Electrical/Electronic Manufacturing
Experience
Honor Systems, Inc.   November 2014 - Present
Cisco Systems  November 2011 - April 2014
Riches Apples, Inc.   January 1982 - November 2011
Cornell University  2010 - 2011
The Vanguard Group   2008 - 2009
Center for Literacy  2007 - 2008
Cyber Technologies Group, Inc.   2006 - 2008
IMR Group, Inc.   2006 - 2007
National A-1 Advertising  2005 - 2006
Infocore Inc.  1990 - 2000

Skills
Linux, VoIP, Unix, Networking, Cloud Computing, Security, Perl, TCP/IP, Virtualization, Data Center, Network Security, Telecommunications, SQL, Apache, IP, Network Administration, Operating Systems, Cisco Technologies, Servers, Technical Support, Firewalls, Integration, Network Architecture, Databases, Windows, Hardware, IT Management, VMware, Network Design, Information Technology, Disaster Recovery, Switches, Cisco IOS, VPN, Unified Communications, WAN, Routing, Enterprise Software, Management, Wireless, ITIL, Start-ups, Consulting, Telephony, Customer Service, SaaS

Education
Northern Arizona University   1985 — 1986

Villanova University   1984 — 1985

Harriton   1979 — 1983

Jordan Polak Jordan Polak Phoenixville, Pennsylvania Details
Jordan Polak's The Vanguard Group Experience September 1998 - August 2000
Job Director of Strategic Marketing at Epsilon
Industry Marketing and Advertising
Experience
Epsilon  February 2014 - Present
BlueJar Strategy Inc.   February 2009 - May 2015
Cognitive Box Consulting   February 2011 - June 2013
CMG Partners  July 2012 - May 2013
Foxwoods Resort Casino  July 2010 - February 2011
Isle of Capri Casinos  April 2007 - September 2008
Harrah's Entertainment  February 2006 - April 2007
Harrah's Entertainment--North Kansas City   June 2004 - February 2006
Synopsys  September 2000 - August 2002
The Vanguard Group   September 1998 - August 2000

Skills
Analytics, Direct Marketing, Strategy, CRM, Marketing Management, E-commerce, Segmentation, Multi-channel Marketing, Marketing Strategy, Loyalty Marketing, Campaign Management, Business Intelligence, Business Strategy, Interactive Marketing, Database Marketing, Management, Loyalty Programs, Strategic Partnerships, Integrated Marketing, Digital Marketing, Creative Direction, Brand Loyalty, Marketing Automation, Budgets, Analysis, Email Marketing, Lead Generation, Mobile Marketing, Product Management, Program Management, Competitive Analysis, Market Research, Marketing Analytics, Brand Management, B2B Marketing, Relationship Marketing, Project Management, Online Marketing, Customer Acquisition, Marketing Research, Financial Modeling

Education
Washington University in St. Louis - Olin Business School   2002 — 2004
MBA, Marketing Strategy & Management

Muhlenberg College   1994 — 1998
B.A., Psychology, Business Administration

Universiteit Maastricht   1997 — 1997
Study Abroad, International Business

Matt Marino Matt Marino San Antonio, Texas Area Details
Matt Marino's The Vanguard Group Experience August 2011 - Present
Job Senior Investment Consultant at Vanguard, MBA
Industry Financial Services
Experience
Vanguard  June 2015 - Present
Medical Business Technologies   May 2014 - Present
Vanguard  September 2013 - Present
The Vanguard Group   August 2011 - Present
Self Employed Real Estate  May 2011 - Present
Young Professionals of Philadelphia   2008 - Present
Fellowship Bible Church  2002 - November 2013
North America Power Partners  September 2010 - June 2011
Nylife securities  August 2008 - September 2010
New York Life  July 2008 - September 2010

Skills
Investments, Retirement Planning, Finance, Financial Services, Fixed Annuities, Mutual Funds, Customer Service, Retirement, Portfolio Management, Financial Advisory, Series 7, CRM, Sales, Training, Estate Planning, Microsoft Excel, Financial Analysis, Management, Accounting, Microsoft Office, Variable Annuities, Public Speaking, Strategic Financial..., Series 63, Relationship Management, IRAs, Leadership, 401k, Financial Markets, Manage Client..., Process Improvement, Time Management, Series 6, Guaranteed Lifetime..., 529 Plans, Consultative Selling..., Program Management, Asset Allocation, Excel, Group Presentations, Investment Properties, Lead Generation, Financial Planning, Mentoring, IRA's, Life and Health License, Property Management, EHR, Economics, Healthcare Information...

Education
Marylhurst University   2012 — 2014
Master of Business Administration (M.B.A.), Finance, 3.85

The American College   2009 — 2010
LUTCF

Temple University - Fox School of Business and Management   2004 — 2008
BBA, Finance

Calvary Christian Academy   1999 — 2003
Diploma, General

Heather Dougherty Heather Dougherty Portland, Oregon Details
Heather Dougherty's The Vanguard Group Experience January 2004 - July 2005
Job Digital Strategy Consultant
Industry Marketing and Advertising
Experience
Self -Employed  November 2014 - Present
Liquid Agency  March 2013 - October 2014
eROI  January 2012 - March 2013
eROI  March 2011 - December 2011
HMH  June 2008 - September 2010
HMH  October 2005 - June 2008
Self-employed  August 2005 - October 2005
The Vanguard Group   January 2004 - July 2005
The Vanguard Group   October 2001 - January 2004
GSI Commerce  June 1999 - April 2001

Skills
Digital Marketing, Mutli-Channel Marketing, Email Marketing, Social Media, Online Marketing, Mobile, SEO, SEM, Audience Research, Market Research, Competitive Analysis, Marketing Strategy, Content Strategy, Website Strategy, User Experience, Performance Analysis, Marketing Automation, CMS, B2C marketing, B2B Marketing, E-commerce, Marketing, Online Advertising, Web Strategy, User Interface Design, Web Design, Advertising, Creative Direction, Digital Media, Mobile Devices, Social Media Marketing, Creative Strategy, Strategy

Education
Moore College of Art & Design   1997 — 1999
BFA, Graphic Design

Harcum College   1994 — 1996
AS, Graphic Design/Illustration

Moore College of Art & Design   1992 — 1993
Bachelor of Fine Arts, Graphic Design

Kelly Ricculli Kelly Ricculli Greater New York City Area Details
Kelly Ricculli's The Vanguard Group Experience June 2007 - July 2008
Job Development Officer, US Programs at International Rescue Committee
Industry International Trade and Development
Experience
International Rescue Committee  September 2014 - Present
KickStart International  August 2013 - September 2014
Peace Corps  May 2011 - July 2013
BRAC USA  January 2011 - May 2011
VisionSpring  November 2009 - December 2010
New York League of Conservation Voters  January 2009 - August 2009
The Vanguard Group   June 2007 - July 2008
Sierra Club  May 2006 - September 2006

Skills
Project Management, Event Planning, International..., Community Development, Fundraising, Community Outreach, Salesforce.com, Project Design, Nonprofits, Marketing, Program Management, Proposal Writing, Grants, Leadership Development, Organizational..., Program Evaluation, International Relations, Management

Education
New York University   2008 — 2010
Masters, Political Economy

Saint Joseph's University   2003 — 2007
Bachelor of Arts, International Relations

School for International Training - Morocco   2006 — 2006
Culture and Society

Deb Braak Deb Braak Greater Philadelphia Area Details
Deb Braak's The Vanguard Group Experience 1985 - 1998
Job Adjunct Faculty Instructor at Penn State Brandywine
Industry Performing Arts
Experience
Penn State Brandywine  March 2014 - Present
First World Theatre Ensemble   September 2010 - Present
Freelance theatre professional  June 2000 - Present
PA Institute of Technology   May 2011 - August 2014
Hedgerow Theatre  June 2009 - December 2010
West Chester University  January 2002 - January 2010
Philadelphia Shakespeare Theatre  June 2005 - August 2007
The Wilma Theater  2001 - 2005
The Vanguard Group   1985 - 1998

Skills
Theatre, Stage, Teaching, Acting, Shakespeare, Non-profits, Directing, Drama, Fundraising, Playwriting, Comedy, Plays, Musical Theatre, Curriculum Design, Editing, Event Planning, Dramaturgy, Nonprofits, Performing Arts, History, Arts Administration, Community Outreach, Higher Education, Academic Advising, Public Speaking, Theatrical Production, Grant Writing, Education, Dance, Staff Development, Creative Writing, Entertainment, Improvisation, Voice Over

Education
Villanova University   1998 — 2000
MA, Theatre

Muhlenberg College   1970 — 1974
Bachelor of Arts (B.A.), English and Education

Demetrius Holmes Demetrius Holmes Baton Rouge, Louisiana Area Details
Demetrius Holmes's The Vanguard Group Experience October 2004 - July 2005
Job
Industry Financial Services
Experience
E*TRADE Financial Corporation  December 2014 - April 2015
MetLife  June 2014 - December 2014
LPL Financial Services  February 2007 - June 2014
TIAA-CREF  August 2005 - February 2007
The Vanguard Group   October 2004 - July 2005

Skills
Equities, Bonds, Investment Advisory, ETFs, Organization, Asset Allocation, Customer Retention, Variable Annuities, Leadership, Fixed Income, Retirement, IRAs, Mutual Funds, Financial Services, 401k, Fixed Annuities, Financial Advisory, Customer Service, Series 6, Series 63, FINRA Series 26, Call Centers, Investments, Employee Benefits, Securities, Problem Solving, Finance, Portfolio Management, E-Learning, Human Resources, Retirement Planning, Management, Risk Management, Wealth Management, Process Improvement, Financial Planning, Series 7

Education
Nicholls State University   2003 — 2003
Bachelor, Human Resources Management

Nicholls State University   1995 — 2000
Bachelor, Marketing

Laurie (Brenner) Fowler Laurie (Brenner) Fowler Cincinnati, Ohio Details
Laurie (Brenner) Fowler's The Vanguard Group Experience July 2008 - January 2010
Job Digital Presence Delivery Lead at Accenture
Industry Information Technology and Services
Experience
Accenture  February 2014 - Present
Accenture  December 2012 - January 2014
Accenture  January 2010 - March 2013
The Vanguard Group   July 2008 - January 2010
Great American Insurance  May 2004 - May 2008

Skills
Business Operations, Project Management, Business Intelligence, Databases, Java, Process Improvement, Visio, Business Analysis, Analytics, SharePoint, CRM, Program Management, Agile Methodologies, Testing, Management, JavaScript, Vendor Management

Education
University of Cincinnati College of Business   2005 — 2008
Bachelors, Information Systems - Digital Business

Miami University   2003 — 2005
None, Graphic Design

Colerain High School

Brian Towsen Brian Towsen Greater Philadelphia Area Details
Brian Towsen's The Vanguard Group Experience November 1995 - October 1996
Job Executive Director at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management  October 1996 - Present
The Vanguard Group   November 1995 - October 1996

Skills
Private Equity, Financial Services, Investments, Hedge Funds, Alternative Investments, Business Development, Fund Of Funds, Investor Relations, Portfolio Management, Relationship Management, Asset Management

Education
Villanova University   1997 — 2000
MBA, Finance

Muhlenberg College   1991 — 1995
BS, Biology/Business Administration

Rutgers Preparatory School   1987 — 1991

Loic Fonkoua Loic Fonkoua Greater New York City Area Details
Loic Fonkoua's The Vanguard Group Experience October 2013 - November 2014
Job Actuarial Associate at Prudential Financial
Industry Insurance
Experience
Prudential Financial  November 2014 - Present
The Vanguard Group   October 2013 - November 2014
The Vanguard Group   January 2012 - September 2013
Medical Mutual Liability Insurance Society of Maryland  June 2011 - August 2011
Towson University  September 2009 - May 2011
Miami Dade Community College  September 2008 - July 2009

Skills
VBA, Probability, Statistics, Actuarial Science, Quantitative Finance, Actuarial Exams, Risk Management, Calculus, Econometrics, Statistical Modeling, Quantitative Analytics, Monte Carlo Simulation, Predictive Modeling, Time Series Analysis, Data Mining, Linear Algebra, Bloomberg, Derivatives

Education
Temple University - Fox School of Business and Management   2012 — 2014
Master of Science (MS), Financial Engineering

Towson University - Center of Actuarial Excellence (CAE)   2009 — 2011
Bachelor of Science, Actuarial Science and Risk Management

Miami Dade College   2008 — 2009
Associate of Art, Mathematics

Matthew A. Nervis Matthew A. Nervis Phoenix, Arizona Area Details
Matthew A. Nervis's The Vanguard Group Experience May 2008 - Present
Job Client Service Analyst
Industry Financial Services
Experience
The Vanguard Group   May 2008 - Present
Wireless Connection Professionals   September 2003 - September 2008
Redcats USA  2003 - 2007

Education
New Mexico State University   2004 — 2008
Bachelor of Business Administration (B.B.A.), Entrepreneurship/Entrepreneurial Studies

Addie McCabe Addie McCabe Greater Philadelphia Area Details
Addie McCabe's The Vanguard Group Experience March 2000 - August 2000
Job Wellness Champion at Mannatech
Industry Pharmaceuticals
Experience
Mannatech  May 2005 - Present
Pfizer, formerly Wyeth  March 2006 - September 2010
Wyeth Pharmaceuticals  March 2004 - March 2006
Wyeth Pharmaceuticals  April 2002 - March 2004
Wyeth Pharmaceuticals  September 2000 - March 2002
The Vanguard Group   March 2000 - August 2000
Sanofi-Aventis (formerly Rhone Poulenc Rorer)   June 1997 - February 2000
Rhone-Poulenc Rorer  November 1991 - May 1997

Skills
Software Documentation, Training, Administrative..., Clinical Trials, GMP, Access, Pharmaceutical Industry, Budgets, Sop, Management, Team Building, Procurement, Microsoft Excel, Time Management, Change Control, Marketing, Clinical Development, FDA, Ariba, Document Management, GCP, CRO, Calendars, Biotechnology, Oncology

Education
Bishop Kenrick High School Graduate

Montgomery County Community College

Tim Wrobel Tim Wrobel Greater Chicago Area Details
Tim Wrobel's The Vanguard Group Experience January 1998 - April 1999
Job Communications Strategy | Planning | Execution
Industry Public Relations and Communications
Experience
Accenture  March 2013 - March 2015
CME Group  June 2011 - December 2012
Heidrick & Struggles  November 2010 - April 2011
WMS Gaming  November 2009 - November 2010
Deloitte  July 2007 - October 2008
McDonald's Corporation  January 2004 - July 2007
Deloitte Touche Tohmatsu  August 2002 - December 2003
Arthur Andersen/Andersen   January 1995 - January 2002
The Vanguard Group   January 1998 - April 1999
Nike Securities LLP now doing business as First Trust Advisors   1991 - 1994

Skills
Corporate Communications, Internal Communications, Strategic Communications, Communications Planning, Strategy, Intranet, Integrated Marketing, Leadership, Media Relations, Employee Engagement, Content Management, Newsletters, Marketing, Program Management, Intranet Strategy, Video, Social Media, Creative Direction, Thought Leadership, Management, SharePoint, Global Communications, Content Development, Budgets, Organizational Culture, Content Strategy, Press Releases, Team-oriented, Military Experience, Executive Counsel, Writing For The Web, Culture Building, Building Consensus, Marketing Communications, Strategic Planning, Consulting, Communication

Education
Northwestern University
MS, Communications Strategy Management & Technology

Northern Illinois University
BS, Communications

Donna Messinger Donna Messinger Phoenix, Arizona Area Details
Donna Messinger's The Vanguard Group Experience May 2000 - Present
Job Registered Representative
Industry Financial Services
Experience
The Vanguard Group   May 2000 - Present

Education
Monmouth University   1970 — 1974
Business, Economics

Nancy C Hardy, CPLP Nancy C Hardy, CPLP Norfolk, Virginia Area Details
Nancy C Hardy, CPLP's The Vanguard Group Experience January 1995 - October 2005
Job Looking for New Opportunities in Training or Event Coordination
Industry Professional Training & Coaching
Experience
CACI  November 2009 - Present
Capital Group Companies - American Funds  May 2006 - July 2009
The Vanguard Group   January 1995 - October 2005
American Red Cross  January 1991 - January 1997
Bank One  January 1992 - November 1994
Performance Learning Systems of Milwaukee, WI   January 1990 - January 1992
MCI Telecommunications  January 1988 - January 1990

Skills
Instructor-led Training, Training Delivery, Coaching, Training, Performance Consulting, Organizational..., Leadership Development, Change Management, Program Management, Adult Education, Management, CRM, Workshop Facilitation, Project Management, E-Learning, Onboarding, Policy, Employee Training, Talent Management, Call Centers, Time Management, Performance Improvement, Team Building

Education
Northern Illinois University
Bachelor of Science, Business - Marketing / Minor Communications

Dale Carneige

Jeanette Tremblay Jeanette Tremblay Greater Philadelphia Area Details
Jeanette Tremblay's The Vanguard Group Experience August 2011 - Present
Job Tech Lead at The Vanguard Group
Industry Investment Management
Experience
The Vanguard Group   August 2011 - Present
The Vanguard Group   January 2001 - October 2008
The Franklin Mint  1970 - 1986
Avtex Fibers   1979 - 1982

Skills
Visio, Requirements Analysis, Agile Methodologies, DB2, Process Improvement

Education
Montgomery County Community College   1971 — 1979
Computer Science

Abbey Sloan Abbey Sloan Charlotte, North Carolina Details
Abbey Sloan's The Vanguard Group Experience August 2010 - Present
Job Investment Consultant at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group   August 2010 - Present
Vanguard  September 2008 - October 2010
Cincinnati Bell  May 2005 - May 2007

Skills
Microsoft Excel, Microsoft Word, Microsoft Publisher, Computers, People Skills, Networking, Series 7, Mutual Funds, Series 63, Series 6, Sales, Customer Service, PowerPoint, Retirement Planning, CRM, Retirement

Education
East Carolina University   2014 — 2016
Master of Business Administration (MBA)

Miami University   2004 — 2008
Bachelor's degree, Finance, General

Centerville High School   2000 — 2004
College Prep

Michael Twitchell Michael Twitchell Phoenix, Arizona Area Details
Michael Twitchell's The Vanguard Group Experience April 2013 - Present
Job Client Relationship Associate at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group   April 2013 - Present
Desert Schools Federal Credit Union  February 2009 - March 2013
Desert Schools Federal Credit Union  January 2007 - February 2009

Skills
Customer Service, Banking, Loans, Analysis, Sales, Finance, Financial Analysis, Credit, Leadership, Consumer Lending, Retail Banking

Education
Northern Arizona University   2009 — 2010
Bachelor of Applied Science, Administration of Justice

Mesa Community College
Associate of Applied Science, Administration of Justice

Cameron Enriquez Cameron Enriquez Phoenix, Arizona Area Details
Cameron Enriquez's The Vanguard Group Experience July 2011 - October 2012
Job Financial Planner at LearnVest, Inc.
Industry Computer Software
Experience
LearnVest, Inc.   July 2014 - Present
WebPT  January 2013 - June 2014
The Vanguard Group   July 2011 - October 2012
Take Charge America, Inc.   October 2010 - April 2011

Skills
Personal Financial..., Finance, Series 7, Series 63, Series 65, Financial Planners, Retirement, IRAs, Asset Managment, Budgeting, Asset Allocation, Investments, Mutual Funds, Salesforce.com, Technical Support, Employee Training, Customer Service, Web Applications, Start-ups, Start-up Environment, Account Management, SaaS, Interviews, Financial Planning

Education
Northern Arizona University, College of Business Administration   2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General

Deer Valley High School   2000 — 2004

Spencer Alldredge, CFP® Spencer Alldredge, CFP® Mesa, Arizona Details
Spencer Alldredge, CFP®'s The Vanguard Group Experience November 2009 - November 2013
Job Principal Advisor Owner at Alldredge FeeOnly Wealth Management
Industry Investment Management
Experience
Alldredge Fee-Only Wealth Management   November 2013 - Present
Candlelight Sports Club   September 2011 - Present
The Vanguard Group   November 2009 - November 2013
Wells Fargo Bank  November 2008 - November 2009
Ameriprise Financial  October 2007 - February 2008

Skills
Retirement Planning, Financial Advisory, Investments, Finance, Asset Management, Mutual Funds, Financial Services, Business Development, Credit, Mortgage Lending, Banking, Public Speaking, New Business Development, Leadership, Retirement, Wealth Management, Portfolio Management, Financial Planning

Education
Northern Arizona University   2004 — 2008
BSBA-Finance, Finance

Guy Stewart II, CRPS® Guy Stewart II, CRPS® Greater Philadelphia Area Details
Guy Stewart II, CRPS®'s The Vanguard Group Experience February 2004 - November 2007
Job Product Manager at Independence Blue Cross
Industry Financial Services
Experience
Independence Blue Cross  March 2014 - Present
Merrill Lynch Retirement Group  January 2007 - March 2014
The Vanguard Group   February 2004 - November 2007
BISYS Retirement Services  February 2002 - February 2004
GSI Commerce, Inc  September 2000 - February 2002

Skills
ERISA, Investments, Microsoft Office, Mutual Funds, Project Management, Retirement Planning, Analysis, Financial Advisory, Financial Services, Portfolio Management, 401k, Sales, Relationship Management

Education
Morgan State University   1995 — 2000
Bachelor, Marketing

Lower Merion High School   1991 — 1995

Robert Smith, CPP Robert Smith, CPP Portland, Oregon Area Details
Robert Smith, CPP's The Vanguard Group Experience 1998 - 2002
Job Head of Security Cambia Health
Industry Hospital & Health Care
Experience
Cambia Health Solutions  May 2015 - Present
Kaiser Permanente  August 2002 - May 2015
The Vanguard Group   1998 - 2002
TEAM  1998 - 1999
Avnet Electronics  1996 - 1997
Pinkerton Security Service   1994 - 1996
Allied Signal Aerospace  July 1986 - July 1994
City of barboursville W.Va   July 1980 - November 1984
Huntington Police Department  1977 - 1980

Skills
Private Investigations, Risk Management, Operations Management, Security Operations, Security Management, Executive Protection, Security, Enforcement, Program Management, Workplace Violence, Risk Assessment, Corporate Security, Physical Security, Internal Investigations, Vulnerability Assessment, Business Continuity, Security Audits, Policy, Strategic Planning, Security Training, Crisis Management, Surveillance, Management, Budgets, Investigation, Access Control, Personal Protection, CCTV, Process Improvement, Background Checks, Team Building, Alarm Systems, Contract Management, Team Leadership, Contract Negotiation, Criminal Investigations, Security Awareness, Change Management, Coaching, Leadership, Project Planning, Intrusion Detection, Asset Protection, Training, Negotiation, Leadership Development, Disaster Recovery, Supervisory Skills, Protection, Project Management

Education
Western International University   1986 — 1988
Bachelor of Science, Business Management

Marshall University   1978 — 1980
Unfinished, Criminal Justice/Law Enforcement Administration

Barboursville High School   1968 — 1973
HS Diploma, College Prep

Kris Jacobs Kris Jacobs Columbus, Ohio Area Details
Kris Jacobs's The Vanguard Group Experience 2006 - 2007
Job Associate, J.P. Morgan Chase & Co.
Industry Investment Management
Experience
J.P. Morgan   February 2010 - Present
Lambert Advisors LLC   2009 - 2010
University of Pennsylvania, School of Arts and Sciences, The Wharton School   2007 - 2009
The Vanguard Group   2006 - 2007

Education
Northwestern University - Kellogg School of Management   2012 — 2015
Scholars Program--General Management

University of Pennsylvania   2007 — 2009
Master of Liberal Arts, (M.L.A.)- Economics, 3.75 GPA

University of Pennsylvania- School of Arts and Sciences   2007 — 2009

Lucas Saunders Lucas Saunders Philadelphia, Pennsylvania Details
Lucas Saunders's The Vanguard Group Experience January 2006 - April 2008
Job Senior Technology and Marketing Officer at Pennsylvania Trust Wealth Management
Industry Investment Management
Experience
Pennsylvania Trust  November 2014 - Present
Pennsylvania Trust  November 2013 - October 2014
Pennsylvania Trust  June 2013 - November 2013
Woven Digital  May 2012 - May 2013
War Against Work, LLC   April 2012 - May 2013
Vanguard  April 2008 - March 2012
Vanguard  January 2006 - March 2012
The Vanguard Group   January 2006 - April 2008

Skills
Business Analysis, Equities, Financial Analysis, Investments, Project Management, Access, Analysis, Mutual Funds, Process Improvement, Account Reconciliation, Management, SQL, Microsoft Excel, HTML, Web Design, Web Development, Microsoft Office, Smartstream TLM, Fixed Income, Marketing, Marketing Strategy, Marketing Communications, Business Strategy

Education
Messiah College   2001 — 2005
BA, Political Science

Chuck Augello Chuck Augello Tampa/St. Petersburg, Florida Area Details
Chuck Augello's The Vanguard Group Experience July 2000 - May 2015
Job Passionate User Experience Designer, User Advocate & Collaborative Design Evangelist
Industry Design
Experience
Bloomin' Brands, Inc.   June 2015 - Present
The Vanguard Group   July 2000 - May 2015

Skills
User Experience, Agile Methodologies, User-centered Design, Requirements Gathering, Information Architecture, Business Analysis, Interaction Design, Scrum, Time Management, SDLC, User Research, HTML, Agile Project Management, Software Development, User Interface, User Interface Design, Mobile Applications, Project Management, Process Improvement, Mobile Devices, Information Design, User Scenarios, Usability, Task Management, Software Project..., Waterfall, Business Process..., Usability Testing, Visio, Analysis, Management, CSS, Wireframes, Leadership, Strategy, Wire Framing, Prototype, Agile, Strategic Planning, Mobile Design, Persona, Dreamweaver, User Stories, Project Facilitation, Negotiation, Heuristics, Task Analysis, Responsive Web Design, Restaurant Management, Mortgage Lending

Education
Mount Saint Mary's College   1976 — 1980
BS

Lotes Nelson, MS, LPC, NCC, Doctoral Student Lotes Nelson, MS, LPC, NCC, Doctoral Student Charlotte, North Carolina Area Details
Lotes Nelson, MS, LPC, NCC, Doctoral Student's The Vanguard Group Experience January 2008 - March 2010
Job NBCC MFP Fellow, Graduate Teaching Assistant at UNC Charlotte (Counseling Department)
Industry Mental Health Care
Experience
Private Practice  November 2011 - Present
UNC Charlotte  August 2014 - 2015
Teen Health Connection (Carolinas Healthcare System)   July 2011 - June 2013
Walden University  April 2011 - December 2011
The Renfrew Center Charlotte, NC   August 2010 - June 2011
The Vanguard Group   January 2008 - March 2010
Wachovia Bank  1998 - 2008

Skills
Conflict Resolution, Coaching, Leadership Development, Public Speaking, Leadership, Training, Career Counseling, Team Building, Fundraising, Non-profits, Customer Service, Event Planning, Community Outreach, Psychology, Strategic Planning, Psychotherapy, Nonprofits, Staff Development, Teaching, PowerPoint, Mental Health, Workshop Facilitation, Employee Training, Adolescents, Mental Health Counseling, Therapists, Family Therapy, Treatment, Grief Counseling, Personal Development, Program Development, Social Services, Crisis Intervention, Clinical Research, Group Therapy, Case Managment, Stress Management, CBT, Counseling Psychology, Motivational..., Interventions, Self-esteem, Behavioral Health, Recruiting, Anger Management, Google Groups, Life Transitions, Solution Focused, Clinical Supervision, Stress

Education
Walden University   2012 — 2016
Doctor of Philosophy (Ph.D), Counselor Education and Supervision, Counselor Education and Supervision

Walden University   2008 — 2011
Master's in Mental Health Counseling, Mental Health

Montreat College   2002 — 2006
Bachelor of Science, Management

Jennifer Kwon Jennifer Kwon Greater Los Angeles Area Details
Jennifer Kwon's The Vanguard Group Experience June 2002 - June 2004
Job Principal, Investor Relations at The Gores Group
Industry Investment Management
Experience
The Gores Group  August 2010 - Present
Sterling Partners  2009 - 2010
Lehman Brothers  June 2008 - August 2008
Public Financial Management  June 2004 - June 2007
The Vanguard Group   June 2002 - June 2004

Skills
Valuation, Fixed Income, Capital Markets, Private Equity, Investor Relations, Financial Modeling, Corporate Development, Hedge Funds, LBO, Investment Banking, Venture Capital, Mergers & Acquisitions, Due Diligence, M&A experience, Leveraged Finance, Investments, Corporate Finance

Education
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA)

University of Pennsylvania

Sarah Basile, MHA Sarah Basile, MHA Charlotte, North Carolina Details
Sarah Basile, MHA's The Vanguard Group Experience May 2006 - August 2006
Job Carolinas HealthCare System Senior Management Associate, Planning & Development
Industry Hospital & Health Care
Experience
Carolinas HealthCare System  July 2013 - Present
Carolinas Healthcare System  June 2012 - June 2013
Medical University of South Carolina (MUSC)   May 2010 - December 2011
Carolinas HealthCare System  May 2011 - August 2011
Coyote Logistics, LLC.   August 2007 - September 2009
The Vanguard Group   May 2006 - August 2006

Skills
Management, Leadership, Training, Strategic Planning, Project Management, Healthcare, Business Development, Healthcare Management, Community Outreach, Fundraising, Analysis, Supply Chain Management, Hospitals, Access

Education
Medical University of South Carolina   2010 — 2012
Masters, Health Care Administration, Honors: Alpha Eta Society, Upsilon Phi Delta Society

University of North Carolina at Chapel Hill   2003 — 2007
BS-Business Administration

Daniel Burke Daniel Burke Greater New York City Area Details
Daniel Burke's The Vanguard Group Experience April 2002 - July 2005
Job Vice President Morgan Stanley Alternative Investments Business Development
Industry Investment Management
Experience
Morgan Stanley Alternative Investment Partners  August 2009 - Present
Morgan Stanley Investment Management  July 2005 - Present
The Vanguard Group   April 2002 - July 2005

Skills
Hedge Funds, Investments, Equities, Mutual Funds, Portfolio Management, Finance, Alternative Investments, Private Equity, Asset Management, Fixed Income

Education
Muhlenberg College   1997 — 2002
BA, Double Major Economics and German Studies

Henry Hwang Henry Hwang Greater Philadelphia Area Details
Henry Hwang's The Vanguard Group Experience April 1999 - August 2012
Job Technical Lead at The Vanguard Group
Industry Financial Services
Experience
N/A Independent  August 2012 - Present
The Vanguard Group   April 1999 - August 2012
System and Computer Technology   November 1993 - April 1999

Skills
Agile Methodologies, Requirements Analysis, SDLC, Software Project..., SOA, DB2, Agile Project Management

Education
University of South Carolina-Columbia   1984 — 1985
Master of Engineering (MEng), Electrical and Computer Engineering, A

National Taiwan University   1977 — 1981
Bachelor of Science (BS), Electrical Engineering

Laura L. Smoak, MBA, PHR, SHRM-CP Laura L. Smoak, MBA, PHR, SHRM-CP Catawba, South Carolina Details
Laura L. Smoak, MBA, PHR, SHRM-CP's The Vanguard Group Experience October 1999 - August 2002
Job Finding great people and building relationships for a sustainable future.
Industry Paper & Forest Products
Experience
Resolute Forest Products  November 2008 - Present
Resolute Forest Products  January 2007 - November 2008
Winthrop University  August 2005 - December 2006
The Vanguard Group   October 1999 - August 2002
Eden Staffing  August 1999 - October 1999
ITC Staffing   1998 - 1998
Olsten Staffing Services  1997 - 1998
Office Team  1997 - 1997
Columbia International University  1995 - 1997

Education
Winthrop University
Master of Business Administration (M.B.A.), Business

Winthrop University
Bachelors of Science, Business, Human Resources

Midlands Technical College
Associate of Arts (A.A.), Business, Office Systems Technology

Steve Lyon, CFP® Steve Lyon, CFP® Charlotte, North Carolina Area Details
Steve Lyon, CFP®'s The Vanguard Group Experience April 2011 - Present
Job Ultra High Net WorthRelationship Representative at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group   April 2011 - Present
Merrill Lynch  May 2010 - March 2011
Wachovia, A Wells Fargo Company  December 2007 - April 2010
Bank of America- Global Wealth and Investment Management   June 2000 - December 2007
Bank of America  1997 - 2000
Michaels Arts and Crafts  1991 - 1997

Skills
Retirement Planning, Strategic Financial..., Series 7, Series 63, Asset Allocation, Mutual Funds, Investments, Investment Strategies, Portfolio Management, Investment Advisory, Mortgage Lending, Retirement, 401k, Asset Management, Banking, CRM, Certified Financial..., Finance, Financial Advisory, Financial Analysis, Financial Planners, Relationship Management, Wealth Management..., Fixed Income, Insurance, Private Banking, Estate Planning, Equities, Investment Management, Wealth, Credit, Financial Planning, Financial Services, Strategy, IRAs, Credit Analysis, Management, Securities

Education
Oglethorpe University   2004 — 2006
Financial Planning

University of North Carolina at Chapel Hill
Bachelor of Science, Business Administration; Finance/Accounting

Klubo Flingai Klubo Flingai Phoenix, Arizona Details
Klubo Flingai's The Vanguard Group Experience February 2011 - September 2011
Job Arizona Mobile Notary, Certified Signing Agent and Business Consultant
Industry Real Estate
Experience
The Prompt Notary   March 2013 - Present
Wells Fargo Home Mortgage  2011 - 2012
The Vanguard Group   February 2011 - September 2011
Yelp.com  August 2010 - December 2010
Kaplan  January 2009 - August 2010
The Cobalt Group  January 2008 - August 2008
HouseValues  May 2007 - January 2008
Household Finance  February 2005 - September 2006
Catalyst Corporate Solutions   June 2004 - January 2005

Skills
Training, Salesforce.com, Customer Service, Marketing, Program Management, Coaching, Customer Retention, Sales, Sales Management, Interviews, Team Building, Finance, CRM, Management, Leadership, Public Speaking, Small Business

Education
Minnesota State University, Moorhead   2000 — 2002
Bachelor of Science

North Dakota State College of Science   1998 — 2002
Associate of Arts

Thomas Edison High School

Loren Yaskin Loren Yaskin Phoenix, Arizona Area Details
Loren Yaskin's The Vanguard Group Experience November 1999 - March 2001
Job Founder & Communications Consultant at The Flip Side Communications LLC
Industry Public Relations and Communications
Experience
The Flip Side Communications LLC   September 2009 - Present
PetSmart  June 2002 - August 2007
N/A  March 2001 - June 2002
The Vanguard Group   November 1999 - March 2001
Delta Dental Plan of Arizona   November 1997 - November 1999
The New Company   March 1997 - August 1997
Edelman Public Relations Worldwide  July 1994 - September 1996

Skills
Strategic Communications, Media Relations, Internal Communications, Public Relations, Press Releases, Social Media, Blogging, Newsletters, Communications Planning, Marketing, Publicity, Strategy, Corporate Communications, Writing, Communication Training, Storytelling, Event Management, Editing, Social Media Marketing, Copywriting, Employee Engagement, Social Networking, Facebook, Human Resources, Creative Direction, Corporate Branding, Internal Branding, Speech Writing, Event Planning, Communications Strategy, HR Communications, Benefits Communications, Internal Marketing, Executive Communications, Copy Editing, Web Content, Change Management, Visual Communication

Education
Northwestern University   1990 — 1994
BS Communications, Communication and Media Studies

Jeff Swavely Jeff Swavely Greater Philadelphia Area Details
Jeff Swavely's The Vanguard Group Experience October 1999 - January 2004
Job Senior Vice President Client Services at SunGard Wealth Management
Industry Financial Services
Experience
SunGard  December 2007 - Present
Financial Technology Integrators, LLC   January 2004 - December 2007
The Vanguard Group   October 1999 - January 2004
The Vanguard Group   June 1995 - October 1999
The Vanguard Group   October 1992 - June 1995

Skills
Process Improvement, Business Analysis, Risk Management, Financial Services, Relationship Management, Vendor Management, Project Management, Banking, Product Management, Account Management, Management, Program Management, Leadership, Business Development

Education
New England College   1985 — 1989
BA

Villanova University   2009 — 2009
Master Certificate

Chubb Institute of Technology   1999 — 2000
Assoc

Penn State University
MSIS (still in progress of completion)

Ashley Peelle Ashley Peelle Phoenix, Arizona Area Details
Ashley Peelle's The Vanguard Group Experience April 2007 - September 2009
Job Client Manager at Vanguard
Industry Financial Services
Experience
Vanguard  April 2013 - Present
Vanguard  June 2010 - April 2013
Vanguard  September 2009 - June 2010
The Vanguard Group   April 2007 - September 2009
Ameriprise Financial Advisors  2006 - 2007

Skills
Sales Management, Team Leadership, Microsoft Excel, Mutual Funds, Investments, Analysis, Time Management, Relationship Management, Leadership, CRM, Retirement Planning, Management, Business Development

Education
Ottawa University   2008 — 2010
Masters of Business Administration

Northern Arizona University-The W. A. Franke College of Business   2002 — 2006
Business, Marketing

Shadow Mountain   1998 — 2002

Cristian Igualt Cristian Igualt San Francisco Bay Area Details
Cristian Igualt's The Vanguard Group Experience June 1999 - July 2005
Job Account Executive at Optimizely
Industry Internet
Experience
United States Olympic Committee - SF2024   2014 - Present
Optimizely  August 2012 - Present
BUILD  2012 - Present
America SCORES  July 2012 - Present
America SCORES  March 2012 - Present
INROADS  1999 - Present
Apple Inc.  November 2010 - August 2012
SolarCity  January 2010 - October 2010
Cisco  July 2008 - July 2009
The Vanguard Group   June 1999 - July 2005

Skills
Start-ups, Marketing Strategy, New Business Development, Customer Relations, Venture Capital, Latin America, A/B testing, Customer Service, Email Marketing, Market Research, Negotiation, Business Development, Entrepreneurship, Sales, Business Planning

Education
University of California, Berkeley   2011 — 2011
Process Management

Thunderbird School of Global Management   2006 — 2007
MBA, Brand Management

Pontificia Universidad Católica de Chile   2005 — 2006
Certificate, Latin American Studies and Economics

Notre Dame de Namur University   1999 — 2003
B.S., International Business and Finance

Dobson High School

Joey Shandley Joey Shandley Charlotte, North Carolina Details
Joey Shandley's The Vanguard Group Experience July 2010 - May 2011
Job Credit Analyst at Park Sterling Bank
Industry Banking
Experience
Park Sterling Bank  February 2014 - Present
Wells Fargo  May 2011 - February 2014
The Vanguard Group   July 2010 - May 2011
Ellington & Associates, Inc. ­ Insurance and Financial Services   January 2009 - May 2010

Skills
Insurance, Retirement Planning, CRM, Strategic Financial..., Accounting, Microsoft Office, Customer Service, Retirement, Wealth Management, Series 7, Analysis, Auditing, Finance, Financial Analysis, Internal Controls, Leadership, Series 63

Education
North Carolina State University   2006 — 2010
Bachelor of Science, Business Administration, Finance Concentration

Mary Ammerman Mary Ammerman Greater Philadelphia Area Details
Mary Ammerman's The Vanguard Group Experience March 1997 - September 2010
Job Instructional Designer/Best Practices Consultant at Ammerman Associates.
Industry Education Management
Experience
Eastern University  2010 - Present
Ammerman Associates   September 2009 - Present
Eastern University Organizational Leadership Program   June 2009 - Present
Ammerman Associates Consulting   1975 - Present
The Vanguard Group   March 1997 - September 2010
The Vanguard Group   January 2000 - March 2004

Skills
Certified School..., E-learning, Instructional Design, Leadership Development, Podcast Production, Coaching, Interviewing, Customer Service, Negotiation, Adult Education, Staff Development, Mentoring, Public Speaking, Executive Coaching, Organizational..., Writing, Editing, Teaching, PowerPoint, Team Building, Research, Instructor-led Training, E-Learning, Technical Writing, Training, Management, Performance Management, Leadership, Change Management, Blended Learning, Entrepreneurship, Management Consulting, Conflict Resolution, Management Development, Training Delivery, Distance Learning, Needs Analysis, Captivate, Classroom, Curriculum Design, Performance Improvement, Curriculum Development, Learning Management, Instructional Technology, ADDIE, Performance Consulting, Higher Education, Career Development

Education
Middle Tennessee State University   1969 — 1972
Master of Arts, Psychology

Xavier University   1962 — 1969
BA, French, English and Philosophy

K. Michelle Watson K. Michelle Watson Raleigh-Durham, North Carolina Area Details
K. Michelle Watson's The Vanguard Group Experience January 1999 - June 2001
Job Front Desk Host at The Heritage Center
Industry Libraries
Experience
The Heritage Center   January 2013 - Present
The Heritage Center   April 2011 - June 2013
Focus Pointe Global  2007 - 2008
Solutions for Progress  January 2005 - February 2007
The Vanguard Group   January 1999 - June 2001
The Balch Institute for Ethnic Studies   1998 - 1999
The Philadelphia Business Journal   October 1989 - January 1991

Skills
Library Research, Library Instruction, Intercultural Relations, Photography, Content Management, Social Media, Social Media Marketing, Online Research, Customer Service, Genealogy, Museum Education, Meeting Deadlines, Organizing, Prioritization, Documentary, Imaginative, Perceptive, Independent Thinker, Interviewing, Creative Strategy, Creative Development, Creative Concept..., Web Project Management, Information Technology, Nonprofits, Library, Books, Blogging, Editing, Publishing

Education
North Carolina Central University   2010 — 2012
Masters, Library and Information Science

New York University   2008 — 2008
Master Level coursework, Graphic Communications Management and Technology

Moore College of Art and Design   1991 — 1991
Certificate, Desktop Publishing and Computer Graphics

Temple University   1984 — 1987
Bachelor of Arts, Journalism

Project Basho
Photography

Blake Wysong Blake Wysong Sioux Falls, South Dakota Details
Blake Wysong's The Vanguard Group Experience May 1997 - October 1998
Job Sr Vice President, Human Resources at POET
Industry Renewables & Environment
Experience
POET  May 2015 - Present
Syngenta  December 2010 - May 2015
Novartis Animal Health  November 2009 - December 2010
Wells Fargo Bank, N.A.   August 2007 - November 2009
Novartis Animal Health  March 2003 - August 2007
CAPITAL Card Services, Inc.   December 1999 - March 2003
Beverly Healthcare  January 1999 - December 1999
The Vanguard Group   May 1997 - October 1998

Skills
Succession Planning, Employee Relations, Human Resources, Organizational Design, Employee Engagement, Organizational..., Performance Management, Talent Management, Recruiting, Change Management, Employee Benefits, Organizational..., Leadership, Management, Strategy

Education
Minnesota State University, Mankato   1992 — 1996
B.S., Human Resource Management and Business Management

Eric (Rick) Kramer Eric (Rick) Kramer Greater Philadelphia Area Details
Eric (Rick) Kramer's The Vanguard Group Experience 2000 - Present
Job Manager of Data Analytics at Vanguard
Industry Financial Services
Experience
The Vanguard Group   2000 - Present
Reliance Insurance  October 1996 - September 2000

Skills
IT Audit, Risk Management, ACL Certified Data..., CISSP, CISA

Education
New Jersey Institute of Technology   1992 — 1994
MS, Business Management

Lycoming College   1988 — 1990
BA, Business Administration

Justin Gehman Justin Gehman Greater Philadelphia Area Details
Justin Gehman's The Vanguard Group Experience January 2008 - Present
Job Windows Server Systems Operations Analyst at The Vanguard Group
Industry Information Technology and Services
Experience
The Vanguard Group   January 2008 - Present
XLNT Software Solutions   June 2007 - January 2008
MobilexUSA  January 2006 - June 2007
Willow Valley Retirement Communities  May 2005 - December 2005

Education
Montgomery County Community College   2007 — 2007
CCNA; VIOP: Video IP Telephony

Millersville University of Pennsylvania   2001 — 2005
Bachelors, Computer Science

Kenneth Couser, CFP® Kenneth Couser, CFP® Greater Philadelphia Area Details
Kenneth Couser, CFP®'s The Vanguard Group Experience December 2005 - May 2008
Job Manager at Vanguard
Industry Financial Services
Experience
Vanguard  October 2013 - Present
Vanguard  May 2008 - October 2013
The Vanguard Group   December 2005 - May 2008
The Vanguard Group   January 2001 - December 2005

Skills
Portfolio Management, Investments, Asset, Financial Planning, Retirement Planning, Insurance, Asset Management, Customer Relations, Customer Service, Financial Services, Management, Series 63, Strategic Financial..., Relationship Management, Finance

Education
Morehouse College   1992 — 1996
Bachelor of Science, Economics

Morehouse College   1992 — 1996
Economics

Rod Milliken Rod Milliken Charlotte, North Carolina Area Details
Rod Milliken's The Vanguard Group Experience Sr. DeveloperVanguard2000 - Present
Job Software Developer at The Vanguard Group
Industry Information Technology and Services
Experience
The Vanguard Group   Sr. DeveloperVanguard2000 - Present

Skills
Agile Methodologies, Scrum

Education
North Carolina Agricultural and Technical State University   1982 — 1987

Daniel Pickett Daniel Pickett Chattanooga, Tennessee Details
Daniel Pickett's The Vanguard Group Experience May 2005 - July 2006
Job Fixed Income Research, Unum
Industry Insurance
Experience
Unum  April 2015 - Present
USAA  January 2014 - March 2015
USAA  August 2012 - January 2014
USAA  November 2010 - August 2012
Unum  July 2006 - September 2010
The Vanguard Group   May 2005 - July 2006
Hamilton County Department of Education  1999 - 2001

Skills
Agile Methodologies, Software Development, SQL, Java, Microsoft SQL Server, Oracle, VB.NET, Databases, Visual Basic, Visual Studio, SDLC, DB2, CFA, Asset Allocation, Investment Manager..., Economic Research, Statistical Modeling, Business Intelligence, Business Analysis, Enterprise Software, Investment Management, Mutual Funds, Leadership, Portfolio Management, Requirements Analysis, SOA, Team Leadership, Chartered Financial..., Investments, Analysis

Education
North Carolina State University   2001 — 2005
Bs, Computer science

St. Mary's University   2012 — 2013
Master of Business Administration (MBA)

Lindsay Marsh Lindsay Marsh Richmond, Virginia Area Details
Lindsay Marsh's The Vanguard Group Experience January 2006 - August 2006
Job Freelance Digital and Marketing Strategist
Industry Marketing and Advertising
Experience
Lindsay Marsh Design   January 2007 - Present
The Vanguard Group   January 2006 - August 2006

Skills
Dreamweaver, InDesign, Photoshop, Illustrator, User Experience, User Experience Design, Program Management, Direct Mail, Marketing, Advertising, Branding & Identity, Marketing Strategy, Digital Marketing, Social Media Marketing, Social Media, Google Adwords, Web Development, Strategy, SEM, SEO, Graphic Design, Brand Development

Education
New York University   2012 — 2012
Digital Marketing Strategy Intensive - Summer 2012, Marketing

Pratt Institute   2011 — 2011
Design and Communications Summer Intensive, Communication and Media Studies

Parsons School of Design   2010 — 2010
Design Management Summer Intensive 2010, Design Management

University of North Carolina at Charlotte - Belk College of Business   2001 — 2005
BS, Marketing

Richmond, The American International University in London   2004 — 2004
Summer Semester, Marketing

Manish Shere Manish Shere Baltimore, Maryland Area Details
Manish Shere's The Vanguard Group Experience December 2007 - July 2015
Job Management Professional
Industry Financial Services
Experience
T. Rowe Price  August 2015 - Present
The Vanguard Group   December 2007 - July 2015
T. Rowe Price  2015 - 2015
T. Rowe Price  2015 - 2015
The Home Depot  April 2004 - November 2007
MV Software   March 2003 - April 2004
Taqua  April 2001 - November 2001
Nortel Networks  January 1992 - March 2001

Skills
Program Management, Project Management, Strategy, Leadership, Telecommunications, Cross-functional Team..., Integration, Vendor Management, Process Improvement, Relationship Management, Operations Management, Mutual Funds, Customer Service, Contingency Planning, Relationship Building, 529 Plans, 401k, Business Continuity

Education
North Carolina State University   1995 — 1998
MS, Management

North Carolina State University   1987 — 1992
BSEE, Telecommunications

Lisa C. Presson Lisa C. Presson Greater Philadelphia Area Details
Lisa C. Presson's The Vanguard Group Experience 1983 - 1987
Job Account Executive at Fiserv
Industry Financial Services
Experience
Fiserv  2011 - Present
Brady and Associates, Inc.   2010 - 2011
PNC Global Investment Servicing (formerly PFPC)   2006 - 2009
PFPC (now PNC Global Investment Servicing)   2002 - 2006
PFPC (now PNC Global Investment Servicing)   1999 - 2002
PFPC (now PNC Global Investment Servicing)   1996 - 1999
The Penn Mutual Life Insurance Company  1994 - 1996
The Penn Mutual Life Insurance Company  1989 - 1994
The Penn Mutual Life Insurance Company  1987 - 1989
The Vanguard Group   1983 - 1987

Skills
Market Research, New Business Development, Strategic Planning, Brand Management, Account Management, Product Launch, Project Management, Process Improvement, Event Planning, Marketing, Financial Services, Competitive Analysis, Business Development, Marketing Communications, Leadership, Sales Operations, Sales, Strategy, CRM, Cross-functional Team...

Education
Moore College of Art and Design
Certificate in Process, Digital Media for Print & Web

Penn State University
BA, Speech Communications

Villanova University
MBA, Marketing

Gershon Cattan, QKA Gershon Cattan, QKA Greater Philadelphia Area Details
Gershon Cattan, QKA's The Vanguard Group Experience August 2006 - December 2012
Job Client Relationship Manager at PCS, LLC
Industry Financial Services
Experience
PCS, LLC  April 2015 - Present
Professional Capital Services  January 2013 - Present
The Vanguard Group   August 2006 - December 2012

Skills
Microsoft Excel, Investments, Access, Microsoft Office, Outlook, Customer Service, Strategic Planning, Data Analysis, Series 63, Microsoft Word, Social Media, Research, Event Planning, Series 6, Defined Contribution, Retirement, ERISA

Education
Northwestern University   1995 — 1999
Bachelor's degree, Performance Studies

Jim Jurista Jim Jurista Syracuse, New York Area Details
Jim Jurista's The Vanguard Group Experience 1995 - 1997
Job
Industry Information Technology and Services
Experience
Metis Consulting Group   April 1997 - Present
Signature Travel Network  January 2002 - Present
Johnson & Johnson  1995 - 2001
The MONY Group  February 1999 - May 2000
Logical Design Solutions  February 1995 - February 1999
The Vanguard Group   1995 - 1997
Vanguard  1995 - 1997
AT&T  January 1991 - February 1995

Skills
Software Development, Web Services, Integration, Consulting, Financial Services, ColdFusion, XML, AJAX, JavaScript, HTML, Business Analysis, CSS, Microsoft SQL Server, Requirements Analysis, jQuery, Web Applications, Databases, Web Development, Software Project..., Management, Agile Methodologies

Education
New Jersey Institute of Technology   1993 — 1994
MS

University at Albany, SUNY   1986 — 1990
BA

Vestal   1982 — 1986
Regents Diploma

Carl Ben Carl Ben Charlotte, North Carolina Area Details
Carl Ben's The Vanguard Group Experience 1989 - September 1998
Job Computer Networking & Information Technology Professional
Industry Information Technology and Services
Experience
Lowes Foods  2006 - Present
AXA Technology   September 1989 - May 2005
The Vanguard Group   1989 - September 1998
The Vanguard Group   1989 - 1996
Electronic Data Systems  1985 - 1988

Education
Montgomery County Community College   1975 — 1979

Shelly Preston Shelly Preston Greater Philadelphia Area Details
Shelly Preston's The Vanguard Group Experience July 1996 - Present
Job
Industry Financial Services
Experience
The Vanguard Group   July 1996 - Present
Coopers & Lybrand  1995 - 1996
The Johnson Companies  1991 - 1994
NBD  July 1988 - January 1991
Coopers & lybrand  1983 - 1984

Skills
Retirement Plan..., Relationship Management, Operations Management, Auditing, Financial Audits, 401k, Financial Services, Investments, ERISA, Retirement, Pensions, Mutual Funds, Defined Benefit, Retirement Planning

Education
Miami University   1978 — 1981
B.S. in Business

Clay Corry Clay Corry Charlotte, North Carolina Area Details
Clay Corry's The Vanguard Group Experience July 2015 - Present
Job Senior High Net Worth Client Administrator at The Vanguard Group
Industry Investment Banking
Experience
The Vanguard Group   July 2015 - Present
Vanguard  March 2012 - Present
Wells Fargo  November 2008 - April 2012
Wachovia Bank  February 2007 - November 2008
Ecclectic Intelligence   April 2006 - November 2007
Wachovia Bank  May 2006 - February 2007
First Horizon Bank  December 2005 - May 2006
Wachovia Bank  January 1998 - December 2005

Skills
Trainer, Consumer Lending, Mortgage Lending, Leadership, Quick Learner, Investments, Banking, Sales, Fast Learner, Risk Management, Credit, Finance, Analysis, Budgets, Retail Banking, Underwriting, Financial Analysis, Financial Services, Loans, Negotiation

Education
North Carolina Central University   1993 — 1996
B.A, History; Latin American History

Brian Philbeck Brian Philbeck Charlotte, North Carolina Area Details
Brian Philbeck's The Vanguard Group Experience May 2005 - April 2007
Job Sr. Software Developer at Press Ganey Associates
Industry Computer Software
Experience
Press Ganey Associates  January 2013 - Present
Morehead Associates  February 2010 - December 2012
Lash Group  September 2009 - February 2010
Xpient Solutions  May 2009 - November 2009
Software Done Right, Inc.   August 2008 - February 2009
Open Finance   2008 - 2009
Critical Point Group   May 2007 - March 2008
The Vanguard Group   May 2005 - April 2007

Skills
ASP.NET, Microsoft SQL Server, WPF, JavaScript, WCF, C#, Silverlight, Java, PHP, VBScript, Visual Basic, Integration, VB.NET, Agile Methodologies

Education
North Carolina State University   2001 — 2005
CS, Computer Programming

Thomas O'Grady Thomas O'Grady Greater Philadelphia Area Details
Thomas O'Grady's The Vanguard Group Experience February 1999 - Present
Job Senior Marketing Manager at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group   February 1999 - Present
Citicorp Investment Services  February 1996 - February 1999
The Chase Manhattan Bank  September 1988 - February 1996

Education
New York University   1991 — 1994
MA, Psychology

Providence College   1984 — 1988
Humanities, Humanities/Humanistic Studies

University College Dublin   1986 — 1986
N/A, Irish Studies

Scott Harber, PMP Scott Harber, PMP Charlotte, North Carolina Area Details
Scott Harber, PMP's The Vanguard Group Experience 1999 - 2004
Job Project Manager at Bank of America
Industry Information Technology and Services
Experience
Sherpa  February 2014 - Present
C3G Inc.   November 2012 - February 2014
Matrix Resources  May 2008 - December 2012
SunGard  August 2006 - May 2008
The Vanguard Group   1999 - 2004

Skills
Project Management..., SDLC, Vendor Management, PMO, Business Analysis, Process Improvement, Software Project..., Program Management, Project Management, Business Process..., Risk Management, Visio, Requirements Analysis, Change Management, MS Project, SharePoint, Project Portfolio..., Project Delivery, Six Sigma, Certified Project..., Requirements Gathering, PMP, Cross-functional Team..., Management, Leadership, Analysis, IT Strategy, Human Resources, Integration, Team Leadership, Information Technology, Testing

Education
Villanova University   2003 — 2005

Mercyhurst College   1992 — 1996
BA, Psychology

Terrence O'Donnell, QKA Terrence O'Donnell, QKA Greater Philadelphia Area Details
Terrence O'Donnell, QKA's The Vanguard Group Experience November 2004 - 2008
Job Compliance Consultant at The Vanguard Group
Industry Financial Services
Experience
Vanguard  2004 - Present
The Vanguard Group   November 2004 - 2008
BISYS  January 2002 - November 2004

Skills
401k, Retirement, ERISA, Compliance, Excel, Microsoft Excel, Qualified Retirement..., Retirement Plan..., Defined Contribution, Employee Benefits, Relationship Management, Defined Benefit

Education
Marist College   1989 — 1993
BS, Personnel Administration

Bishop McDevitt High School   1985 — 1989

Waysie Atkins Waysie Atkins Phoenix, Arizona Area Details
Waysie Atkins's The Vanguard Group Experience September 2002 - November 2007
Job Institutional Participant Education at Vanguard
Industry Financial Services
Experience
Vanguard  November 2007 - Present
The Vanguard Group   September 2002 - November 2007

Education
Northern Arizona University-The W. A. Franke College of Business   1984 — 1988

CJ Dennis CJ Dennis Phoenix, Arizona Area Details
CJ Dennis's The Vanguard Group Experience July 2006 - December 2013
Job Vanguard Institutional Advisory Services at Vanguard
Industry Financial Services
Experience
Vanguard  December 2013 - Present
The Vanguard Group   July 2006 - December 2013

Skills
Consultative Selling, Investment Strategies, New Business Development, Portfolio Management, Business Development, Financial Modeling, Investments, Financial Analysis, Strategic Financial..., Series 63, Finance, Series 7, Strategic Planning, Analysis, Microsoft Excel, Analytics, Data Analysis, Economics, Corporate Finance, Sales, Forecasting, Microsoft Office, Business Strategy, Investment Advisory, Series 65

Education
New Mexico State University   2001 — 2005
Finance, Finance, Minor in Economics

Renante Concepcion Renante Concepcion Greater Philadelphia Area Details
Renante Concepcion's The Vanguard Group Experience May 2008 - Present
Job Telecom/Security Analyst
Industry Information Technology and Services
Experience
The Vanguard Group   May 2008 - Present
Unisys  October 2005 - March 2009
The Vanguard Group   October 2000 - October 2005
Broadreach Consulting  1997 - 2000

Skills
Firewalls, Disaster Recovery, Security, Servers, Unix, Network Security, Data Center, Cisco Technologies, Linux

Education
Mapua Institute of Technology   1986 — 1990
BS, Electrical Engineering

Kelly Weber Jackson Kelly Weber Jackson Greater Philadelphia Area Details
Kelly Weber Jackson's The Vanguard Group Experience 2000 - Present
Job Manager, Communications Consulting
Industry Financial Services
Experience
The Vanguard Group   2000 - Present
Vanguard  2000 - Present

Education
Villanova University   2002 — 2006
MBA, Marketing

Miami University   1991 — 1995
Bachelor of Arts, Speech Communications

Sheryl Craun Sheryl Craun Cincinnati Area Details
Sheryl Craun's The Vanguard Group Experience June 1985 - December 2000
Job Managing Director, Sole Record Keeping Operations at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  January 2015 - Present
Fidelity Investments  January 2007 - Present
ADP Retirement Services  2003 - 2007
Scudder Investments  December 2000 - June 2003
The Vanguard Group   June 1985 - December 2000

Skills
Leadership, Relationship Management, Retirement, Change Management, Business Analysis, Business Process..., Call Centers, Mutual Funds, Financial Services, Process Improvement, Vendor Management, Risk Management, Securities, Program Management

Education
Southern New Hampshire University   2004 — 2007
Masters, Organizational Leadership

Messiah College   1979 — 1983

Paula Meyer Paula Meyer Rochester, Minnesota Area Details
Paula Meyer's The Vanguard Group Experience May 1981 - June 1986
Job President at Friends of Ngong Road
Industry Investment Management
Experience
First Command Financial Services  October 2008 - Present
Federal Home Loan Bank of Des Moines  June 2007 - Present
Friends of Ngong Road   2007 - Present
Luther College  2000 - Present
RiverSource Funds and Ameriprise Certificate Co.   May 1998 - September 2006
Ameriprise Certificate Company   1998 - 2006
Piper Capital Management  January 1993 - May 1998
SECURA Insurance Companies   May 1988 - December 1992
Atlantic Financial Federal  June 1986 - May 1988
The Vanguard Group   May 1981 - June 1986

Skills
Risk Management, Strategy, Product Development, Marketing, Investments, Nonprofits, Management, Finance, Project Planning, Leadership Development, Governance, Team Building, Mutual Funds, Financial Services, Executive Management, Project Management, Community Outreach, Leadership, Public Speaking, Process Improvement, Strategic Planning, Fundraising, Insurance, Non-profits, Change Management, Event Planning

Education
University of Pennsylvania - The Wharton School   1981 — 1982

Luther College   1972 — 1975
BA, History, German

Jane Muccini Jane Muccini Greater New York City Area Details
Jane Muccini's The Vanguard Group Experience 2007 - 2009
Job Business Consultant at FIT Consulting
Industry Financial Services
Experience
FIT Consulting   Senior Business ConsultantFITS Inc2007 - Present
FITS Inc   2007 - Present
The Vanguard Group   2007 - 2009
The Vanguard Group   2007 - 2009
Financial Industry Technical Services, Inc.   2004 - 2009

Education
Mount Washington College   2002 — 2006

Elizabeth Pattara Elizabeth Pattara Greater Chicago Area Details
Elizabeth Pattara's The Vanguard Group Experience October 2005 - Present
Job Sales Executive at Vanguard
Industry Financial Services
Experience
The Vanguard Group   October 2005 - Present
Chopra Center for Wellbeing  2012 - 2014
United Way of Metropolitan Chicago  2006 - 2014
Jackson National Life  2002 - 2005
Janus Capital Group  2000 - 2001
Americorps  1998 - 1999
Dun & Bradstreet  1995 - 1996

Skills
Strategic Planning, Marketing Strategy, Business Strategy, Competitive Analysis, New Business Development, Business Development

Education
Northwestern University - Kellogg School of Management   2008 — 2010
MBA, Executive MBA Program

University of Pennsylvania - The Wharton School   2005 — 2006
CIMA, Certified Investment Management Analyst

Marywood University   1995 — 1998
BS, Retail Fashion Merchandising

Scranton Preparatory School   1991 — 1994

Shari Andrews Shari Andrews Rochester, New York Area Details
Shari Andrews's The Vanguard Group Experience May 2006 - August 2007
Job State Unemployment Claims Specialist at Paychex
Industry Human Resources
Experience
Paychex  June 2010 - Present
Paychex  October 2008 - June 2010
Paychex  September 2007 - October 2008
The Vanguard Group   May 2006 - August 2007
The Vanguard Group   July 2004 - May 2006

Education
Niagara University   1996 — 1998
Bachelors, Travel & Tourism Administration

Monroe Community College   1994 — 1996
Associates, Travel & Tourism Administration

Derek Pretz Derek Pretz Greater Philadelphia Area Details
Derek Pretz's The Vanguard Group Experience December 1993 - Present
Job Application Systems Technical Lead at The Vanguard Group
Industry Investment Management
Experience
The Vanguard Group   December 1993 - Present
Vanguard  1993 - 2010
PNC Bank  January 1992 - December 1993
AIG Marketing, Inc  1985 - 1992

Skills
Business Analysis, SDLC, Software Project...

Education
Muhlenberg College   1975 — 1979

Josh Cashin Josh Cashin Charlotte, North Carolina Area Details
Josh Cashin's The Vanguard Group Experience 2007 - 2007
Job Sr. Treasury Analyst at GM Financial
Industry Banking
Experience
GM Financial  April 2014 - Present
Idioma Internacional  December 2012 - November 2013
Bank of America Merrill Lynch  July 2010 - September 2012
Bank of America  July 2009 - August 2010
Bank of America  June 2008 - July 2009
The Vanguard Group   2007 - 2007

Skills
Microsoft Office 2007, Forecasting, Financial Modeling, Analysis, Portfolio Management, Credit Risk, Due Diligence, Mergers & Acquisitions, Financial Risk, Accounting, Banking

Education
North Carolina State University   2003 — 2007
B.A. Economics; B.S. Business Management - Finance

Kristine Cappello Kristine Cappello Greater Philadelphia Area Details
Kristine Cappello's The Vanguard Group Experience June 2000 - June 2014
Job Senior Manager at Vanguard
Industry Financial Services
Experience
Vanguard  June 2014 - Present
The Vanguard Group   June 2000 - June 2014
Vanguard  June 1998 - June 2000
Vanguard, Institutional   June 1996 - June 1998
Towers Watson (Towers Perrin)   May 1993 - June 1996

Skills
Series 63, Mutual Funds, Financial Services, Investments, Process Improvement, Risk Management, 401k, Asset Allocation, Project Management, Retirement, Finance, Relationship Management, Sales Process, Business Strategy

Education
Saint Joseph's University   2005 — 2009

Mount Saint Mary's College   1989 — 1993
Bachelor of Science (BS), Economics

Vanessa Woodward Vanessa Woodward Raleigh-Durham, North Carolina Area Details
Vanessa Woodward's The Vanguard Group Experience 1984 - 1992
Job Program Administrator
Industry Human Resources
Experience
Higher Education  2011 - Present
Confidential  May 2011 - September 2011
Confidential  June 2008 - May 2011
Abraxis BioScience  November 2006 - June 2008
Kendle International  February 2001 - November 2006
Charles River Laboratories  2004 - 2006
Inveresk Research  2001 - 2004
BASF  2000 - 2001
Tascor  1996 - 1999
The Vanguard Group   1984 - 1992

Skills
Employee Relations, Training, Employment-based..., Change Management, Compensation & Benefit, Organizational..., Problem Solving, Strategic Planning, HR Policies, Employee Handbooks, Employee Training, New Hire Orientations, Full Life Cycle..., Recruiting, Personnel Management, Human Resources, Onboarding, Talent Management, Leadership, Hiring, Talent Acquisition, Succession Planning, Deferred Compensation, Performance Management, Workforce Planning, HRIS, Employee Benefits, Benefits Administration, Interviews, Temporary Placement, Applicant Tracking...

Education
Ashford University
Bachelor of Arts (BA), Psychology

North Carolina Central University
Business Adminstration

Roger Aliaga-Diaz Roger Aliaga-Diaz Greater Philadelphia Area Details
Roger Aliaga-Diaz's The Vanguard Group Experience October 2007 - Present
Job Principal and Senior Economist in Investment Strategy Group at Vanguard
Industry Financial Services
Experience
The Vanguard Group   October 2007 - Present
Drexel University  September 2005 - December 2007
IERAL Fundacion Mediterranea   July 1996 - June 2000

Education
North Carolina State University - College of Management   2001 — 2006
PhD, Macroeconomics, Banking, Econometrics

Universidad Nacional de Córdoba   1991 — 1997
BA, Economics

Ben Trites Ben Trites Phoenix, Arizona Details
Ben Trites's The Vanguard Group Experience November 2007 - March 2013
Job Senior Community Operations Manager at Uber
Industry Internet
Experience
Uber  July 2015 - Present
Uber  November 2014 - July 2015
Vanguard  April 2013 - August 2014
The Vanguard Group   November 2007 - March 2013
Radisson Plaza VII Hotel   June 2000 - July 2007

Skills
Series 24, Leadership, Creative Strategy, Operations Management, Thought Leadership, Strategic Vision, Series 7, Mutual Funds, Series 63, Investments, Relationship Management, Financial Services, Asset Allocation, Series 6, Customer Service, Finance, Management, Process Improvement, Financial Analysis, Project Management

Education
Metropolitan State University
Finance

John Lotito John Lotito Greater New York City Area Details
John Lotito's The Vanguard Group Experience January 2009 - May 2012
Job Mobile Software Engineer at GroupMe
Industry Computer Software
Experience
GroupMe  September 2013 - Present
TT Trading   August 2012 - Present
The Vanguard Group   January 2009 - May 2012
NorthPoint Solutions  2012 - 2012
Crain's New York Business  June 2003 - September 2008

Skills
Equities, SQL, SDLC, Agile Methodologies, Business Analysis, Trading Systems, Java, Unix, Software Project..., Derivatives, .NET, Fixed Income, VBA, HTML, Microsoft SQL Server, Oracle, Sybase, Agile Project Management, Requirements Gathering, Requirements Analysis

Education
Temple University - Fox School of Business and Management   2008 — 2010
MS, Financial Engineering

Manhattan College   2004 — 2008
BS, Computer / Electrical Engineering

Miriam Donachie Miriam Donachie Greater Philadelphia Area Details
Miriam Donachie's The Vanguard Group Experience 2000 - 2004
Job Student at University of Scranton
Industry Hospital & Health Care
Experience
The Vanguard Group   2000 - 2004

Education
Montgomery County Community College   2005 — 2008
AAS, Nursing

University of Scranton   1993 — 1997
B.S., Health Administration

Andrew Tobias Andrew Tobias Greater Philadelphia Area Details
Andrew Tobias's The Vanguard Group Experience December 1987 - Present
Job Registered Representative at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group   December 1987 - Present

Skills
Series 63

Education
Lynchburg College   1983 — 1987
BA, Marketing

Jim Troyer Jim Troyer Greater Philadelphia Area Details
Jim Troyer's The Vanguard Group Experience April 1989 - Present
Job Principal at The Vanguard Group
Industry Investment Management
Experience
The Vanguard Group   April 1989 - Present
Delaware Trust   1988 - 1989
Aronson+Fogler   1986 - 1988
Wilshire Associates  1979 - 1986

Skills
Investment Management, Portfolio Management, Asset Management, Strategic Financial..., Alternative Investments, Mutual Funds, Investment Strategies, Asset Allocation, Hedge Funds, Securities

Education
Occidental College   1975 — 1979
AB, History

Mark Werrell Mark Werrell Greater Philadelphia Area Details
Mark Werrell's The Vanguard Group Experience August 2008 - January 2013
Job Client Relationship Administrator at Vanguard
Industry Financial Services
Experience
Vanguard  January 2013 - Present
The Vanguard Group   August 2008 - January 2013
Vanguard  September 1985 - January 2013

Skills
Series 63, Series 7, Asset Allocation, Retirement Planning, Investments, Retirement, Series 6, 401k, ETFs, FINRA, Strategic Financial..., IRAs

Education
Wilmington University   1987 — 1991
M.S., Management

University of Delaware   1976 — 1978
M.A., Political Science

Muhlenberg College   1972 — 1976
A.B>, Political Science/ Russian Studies

Elliott Ravenswood Elliott Ravenswood Phoenix, Arizona Area Details
Elliott Ravenswood's The Vanguard Group Experience October 2009 - Present
Job Vanguard Investment Group
Industry Financial Services
Experience
The Vanguard Group   October 2009 - Present
Four Seasons Hotels and Resorts  June 2006 - November 2009
Four Seasons Hotels and Resorts  June 2004 - August 2006
Four Seasons Hotels and Resorts  2004 - 2004
Four Seasons Hotels and Resorts  2001 - 2004

Skills
Hospitality Management, Hospitality Industry, Hospitality, Food & Beverage, Hotel Management, Resorts, Front Office, Micros, Hotels, Pre-opening, Catering, Revenue Analysis, Yield Management, Restaurants, Event Management, Event Planning

Education
Northern Arizona University   1997 — 2001
BA, Hospitality Administration

John Feighert John Feighert Kansas City, Missouri Area Details
John Feighert's The Vanguard Group Experience September 1996 - August 2006
Job Manager Owner
Industry Financial Services
Experience
Avid Auctions   July 2008 - Present
Cigarfig Sports Cards Sales and Promotions   January 1982 - Present
American Century Investments  August 2006 - August 2014
The Vanguard Group   September 1996 - August 2006
Claudi King & Associates   1991 - 1996

Skills
Series 6, Series 7, 401k, Customer Service, Call Centers, Leadership, Series 63, Mutual Funds, Portfolio Management, Investments, CRM, FINRA, Asset Allocation, Retirement Planning, High Net Worth..., Strategic Financial..., Brokerage, Coaching, Management

Education
Missouri State University   1989 — 1994
BS, Finance

Cameron High School, Missouri State University, Southwest Missouri State University
BS in Finance, BS Finance

Dariel Jamieson Dariel Jamieson Greater Philadelphia Area Details
Dariel Jamieson's The Vanguard Group Experience 1985 - 2007
Job Independent Financial Services Professional
Industry Financial Services
Experience
The Vanguard Group   1985 - 2007

Skills
Mutual Funds, Investments, Portfolio Management, Asset Managment, Financial Services, Series 7

Education
University of Pennsylvania - The Wharton School   1978 — 1980
MBA, Finance

Marietta College
BA, European History

Purdue University
MA, European Studies

Marian Cantley Marian Cantley Greater Philadelphia Area Details
Marian Cantley's The Vanguard Group Experience Telecom ConsultantCIGNA Group Insurance1991 - 1992
Job Project Lead at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group   Telecom ConsultantCIGNA Group Insurance1991 - 1992
CIGNA Group Insurance  1991 - 1992

Skills
Business Analysis, Software Project..., Process Improvement, SDLC, Vendor Management, Agile Methodologies, Enterprise Architecture, Requirements Analysis, Program Management, Visio, Management, Telecommunications, Resource Management, IT Strategy, Team Leadership, Requirements Gathering, Agile Project Management, Project Management, Leadership

Education
Mercer University   1976 — 1979

Alain Boletta Alain Boletta Greater Philadelphia Area Details
Alain Boletta's The Vanguard Group Experience November 2010 - February 2013
Job Line Manager Flagship Services at Vanguard
Industry Financial Services
Experience
Vanguard  February 2013 - Present
The Vanguard Group   November 2010 - February 2013
The Vanguard Group   September 2007 - November 2010
Fort Washington Swim & Tennis Club   June 2000 - August 2010
Phildelphia Freedoms   July 2006 - July 2008
The Vanguard Group   August 2006 - September 2007

Skills
Portfolio Management, Investments, Relationship Management, Series 63, Mutual Funds, Series 24, Series 7, 401k, Asset Allocation, Bloomberg, CRM, Financial Services, Securities, Series 6, Leadership

Education
Marist College   2002 — 2006
BS, Finance, International Business

Scuola Lorenzo di Medici   2004 — 2004
International Business

Ken Ethier Ken Ethier Phoenix, Arizona Area Details
Ken Ethier's The Vanguard Group Experience March 2008 - Present
Job Securities Officer at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group   March 2008 - Present

Education
Northwood University   2003 — 2007
BBA, Advertising/Marketing/Management

Stephanie Rosen McMinn Stephanie Rosen McMinn Greater Philadelphia Area Details
Stephanie Rosen McMinn's The Vanguard Group Experience 1998 - 2000
Job Freelance marketing writer at
Industry Marketing and Advertising
Experience
Stephanie McMinn   August 2006 - Present
Morgan Stanley Investment Management  2000 - 2004
The Vanguard Group   1998 - 2000
Thomson Financial  July 1995 - August 1998
Iowa City Press-Citizen  November 1993 - July 1995

Education
Northwestern University   1992 — 1993
MSJ, Journalism

Miami University   1988 — 1992
BA, English/Political Science

Stanley Green Stanley Green Charlotte, North Carolina Area Details
Stanley Green's The Vanguard Group Experience November 1999 - September 2011
Job Senior Technical Lead at TIAACREF
Industry Information Technology and Services
Experience
TIAA-CREF  October 2011 - Present
The Vanguard Group   November 1999 - September 2011
Keane  July 1998 - November 1999
State Farm Insurance  June 1997 - December 1997

Skills
Data Integration, Data Warehouse..., Mainframe, Enterprise Architecture, Data Warehousing, Dimensional Modeling, SQL, Requirements Analysis, ETL, Integration

Education
Morehouse College   1994 — 1998
BS, Mathematics, minor in Economics

shirley hobson shirley hobson Raleigh-Durham, North Carolina Area Details
shirley hobson's The Vanguard Group Experience February 1990 - July 1998
Job Project Analyst at Fidelity Investments
Industry Human Resources
Experience
Fidelity Investments  October 2007 - February 2009
Towers Perrin  October 2000 - September 2007
The Vanguard Group   February 1990 - July 1998

Education
Norfolk State University   1973 — 1977
BA, Sociology

Willie Alfonso Willie Alfonso Greater Philadelphia Area Details
Willie Alfonso's The Vanguard Group Experience 2006 - 2008
Job IT
Industry Information Technology and Services
Experience
Vanguard  July 2012 - Present
LiquidHub, Inc.   August 2001 - June 2012
QVC  2008 - 2009
The Vanguard Group   2006 - 2008
Broadreach Recruiting & Consulting   1995 - 2001
Broadreach Consulting formerly The Reohr Group   1995 - 2001

Education
Mapua Institute of Technology   1979 — 1984
B.S., Electrical Engineering

Sue Stevens Sue Stevens Greater Chicago Area Details
Sue Stevens's The Vanguard Group Experience 1996 - 1999
Job Founder/CEO/Author Stevens Wealth Management LLC
Industry Investment Management
Experience
Stevens Wealth Management   January 2000 - Present
Morningstar  May 1999 - December 2007
The Vanguard Group   1996 - 1999
Arthur Andersen LLP  1990 - 1996

Skills
Retirement Planning, Wealth Management, Investment Advisory, Financial Advisory, Asset Management, Published Author, Personal Finance, Holistic Financial..., Stock Option Strategies, Musician, Envisioning Life 2.0, Stress Testing..., Syndicated Author

Education
University of Chicago   1986 — 1989
MBA, Finance

Northwestern University   1975 — 1979
Bachelor of Music, Applied Cello

York Community High School   1970 — 1974

Jason Waggoner Jason Waggoner Greater Philadelphia Area Details
Jason Waggoner's The Vanguard Group Experience January 2009 - May 2011
Job Campaign Strategist at Vanguard
Industry Financial Services
Experience
Vanguard  May 2011 - Present
The Vanguard Group   January 2009 - May 2011
Marketing & Research Resources   April 1998 - April 2000
DALBAR, Inc.   June 1994 - March 1998

Skills
Marketing Research, Marketing Strategy, Strategic Planning, Marketing Communications, Competitive Analysis, Market Research, Cross-functional Team..., Research, Microsoft Office, Email Marketing, Project Management, Program Management, Analysis

Education
Ohio Northern University   1986 — 1990
Bachelor of Science, Marketing, Management

Monir Uddin Monir Uddin Greater New York City Area Details
Monir Uddin's The Vanguard Group Experience August 2003 - October 2006
Job IT Credit Risk Production Management at Bank of America
Industry Information Technology and Services
Experience
Bank of America  June 2012 - Present
BNP Paribas  March 2010 - May 2012
HedgeServ Inc   April 2009 - October 2009
JPMorgan Chase, Global Emerging Market   November 2006 - November 2008
The Vanguard Group   August 2003 - October 2006
NYU Office of Information Technology   September 1999 - May 2003
Johnson & Johnson  May 2002 - August 2002

Education
Stevens Institute of Technology   2001 — 2003
BE

New York University   1998 — 2003
BS

Randy Waymer Randy Waymer Charlotte, North Carolina Area Details
Randy Waymer's The Vanguard Group Experience December 2000 - June 2009
Job Delivery Manager at TEKsystems
Industry Information Technology and Services
Experience
TEK Systems - Global Services   January 2011 - Present
TEKsystems  January 2011 - Present
Titanium Holdings, Inc.   June 2009 - December 2010
The Vanguard Group   December 2000 - June 2009
Bristol-Myers Squibb, Princeton, New Jersey   October 1995 - December 2000
Deloitte Consulting  June 1994 - October 1995

Skills
PMP, Integration, Program Management, Process Improvement, SDLC, Agile Methodologies, Vendor Management, Business Process, Agile Project Management, Team Building, Six Sigma, PMO, Strategic Planning, PMI, Project Portfolio..., Scrum, CRM, Management, Business Analysis, Business Requirements, IT Strategy, Leadership, Project Management, Change Management, MS Project, Business Process..., Visio, Cross-functional Team..., Risk Management, Resource Management, Requirements Gathering, Governance, Requirements Analysis, Software Development, Software Project..., Project Delivery, Business Intelligence, SharePoint, IT Management, Databases, ITIL, IT Service Management, Enterprise Architecture, Outsourcing, Microsoft Project, Consulting

Education
Project Management Institute   2013 — 2013
Certification, Organizational Leadership

Net Objectives   2008 — 2008
Certified Agile Scrum Master, Software Development Methodology

The University of South Dakota   1989 — 1990
MBA, Business

National American University   1986 — 1988
BS, Management Information Systems

Chadive Purushotham Reddy Chadive Purushotham Reddy Greater Philadelphia Area Details
Chadive Purushotham Reddy's The Vanguard Group Experience February 2000 - June 2012
Job Founder at Nandeeny Inc A TeaLeaf Product Support Company
Industry Financial Services
Experience
Nandeeny Inc   July 2012 - Present
The Vanguard Group   February 2000 - June 2012

Education
Pennsylvania State University-Great Valley Graduate Center   2003 — 2005
MBA, New Ventures and Entrepreneurial Studies

Pennsylvania State University-Great Valley Graduate Center   2001 — 2003
MIS, Information Science

National Institute of Technology Warangal   1991 — 1995

lrg school

Justin Battaglia Justin Battaglia Greater Philadelphia Area Details
Justin Battaglia's The Vanguard Group Experience July 2004 - January 2005
Job Supervisor at Critical Cleaning Inc.
Industry Pharmaceuticals
Experience
Critical Cleaning Inc.   December 2005 - Present
Montgomery County District Attorney's Office  January 2009 - January 2009
John Middleton, Inc.   July 2007 - August 2007
Phoenixville Area YMCA  February 2004 - June 2006
The Vanguard Group   July 2004 - January 2005

Education
Temple University   2006 — 2009
Bachelor's, History

Montgomery County Community College   2004 — 2006
Associate's, Physical Education and Health

Ann M Hinrichsen Ann M Hinrichsen Greater Philadelphia Area Details
Ann M Hinrichsen's The Vanguard Group Experience 1998 - Present
Job Print Buyer/Production Coordinator at The Vanguard Group
Industry Graphic Design
Experience
The Vanguard Group   1998 - Present
Roy, F. Weston, Inc.   1988 - 1996

Education
Moore College of Art and Design   1981 — 1986
BFA, Graphic Design

Upper Darby HS

Brian Carlin Brian Carlin Greater Seattle Area Details
Brian Carlin's The Vanguard Group Experience August 2007 - March 2010
Job Financial Services Professional
Industry Financial Services
Experience
Vanguard  June 2012 - August 2015
Vanguard  July 2014 - May 2015
Vanguard  March 2010 - June 2012
The Vanguard Group   August 2007 - March 2010

Skills
Series 63, Mutual Funds, Series 7, Series 6, Investments, Retirement Planning, Asset Allocation, Retirement, Wealth Management, Financial Services, 401k, Portfolio Management, Securities, Strategic Financial..., Relationship Management, Financial Analysis, Asset Management

Education
Weatherhead School of Management at Case Western Reserve University   2006 — 2007
M.S., Management

Michigan State University   2002 — 2006
B.A., Interdisciplinary Humanities

Phoebe Miles - Kramer Phoebe Miles - Kramer Greater Philadelphia Area Details
Phoebe Miles - Kramer's The Vanguard Group Experience July 2000 - 2012
Job Project Manager at Vanguard
Industry Investment Banking
Experience
Vanguard  2012 - Present
The Vanguard Group   July 2000 - 2012

Education
Lyndon State College
Computer Science

Sharon Greene Sharon Greene Charlotte, North Carolina Area Details
Sharon Greene's The Vanguard Group Experience April 1998 - May 2002
Job Experienced human resources, product management, AML/Fraud, business analyst, project management, banking professional.
Industry Banking
Experience
Tek Systems c/o Wells Fargo   August 2011 - November 2011
Ettain Group c/o Bank of America   January 2011 - July 2011
Charlotte Mecklenburg Schools  April 2008 - March 2009
Bank of America  July 2006 - March 2008
Wachovia Securities Financial Network  June 2002 - December 2005
The Vanguard Group   April 1998 - May 2002
Bank of America  March 1988 - March 1998

Skills
Visio

Education
University of Phoenix   2003 — 2005
MBA, Master Business Administration/Healthcare Management

Montreat College   1998 — 2001
BBA, Bachelor Business Administration

Erik Wicklund Erik Wicklund Greater Philadelphia Area Details
Erik Wicklund's The Vanguard Group Experience March 2011 - Present
Job Developer at The Vanguard Group
Industry Computer Software
Experience
The Vanguard Group   March 2011 - Present
Apple Inc.  October 2010 - February 2011
Moravian College  June 2010 - August 2010
Moravian College  June 2009 - August 2009
Moravian College  June 2008 - August 2008
Ben & Jerry's   May 2007 - August 2007

Skills
Java, J2EE, Facelets, Leadership, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Public Speaking, Microsoft Excel, Agile Methodologies, Scrum, Requirements Analysis, Time Management

Education
Moravian College   2006 — 2010
Bachelor of Science, Computer Science

Alex Kao Alex Kao Charlotte, North Carolina Details
Alex Kao's The Vanguard Group Experience January 2011 - Present
Job Software Developer at The Vanguard Group
Industry Computer Software
Experience
The Vanguard Group   January 2011 - Present
Vanguard  June 2010 - July 2010
Sony Ericsson  2007 - 2008

Skills
Test Automation, Testing, Agile Methodologies, JUnit, Maven, Hudson, Scrum, Eclipse, Continuous Integration, Java, Defect Elimination, Jenkins, Job Scheduling, PL/SQL, SOAP, Oracle, Subversion

Education
North Carolina State University   2005 — 2010
Bachelor of Science (BS), Computer Science

North Carolina State University   2005 — 2010
Bachelor of Science (BS), Electrical Engineering

Jennifer Wiese Jennifer Wiese San Diego, California Details
Jennifer Wiese's The Vanguard Group Experience December 1996 - November 2003
Job Director, Transition Services as OneAmerica Retirement Services LLC
Industry Financial Services
Experience
OneAmerica Retirement Services LLC   September 2014 - Present
City National Bank  March 2004 - September 2014
The Vanguard Group   December 1996 - November 2003
SunGard Corbel  January 1995 - November 1996
Deloitte & Touche  January 1993 - January 1995

Skills
Relationship Management, Management, Business Analysis, Qualified Retirement..., Financial Services, Finance, Financial Planning, Risk Management, Investments, Portfolio Management, Process Improvement, Vendor Management, Banking, SDLC

Education
Ohio University
Bachelor's Degree, Accounting and Business Law

Carol Schmersahl Carol Schmersahl United States Details
Carol Schmersahl's The Vanguard Group Experience 1999 - Present
Job
Industry
Experience
Vanguard  1999 - Present
The Vanguard Group   1999 - Present
Acorn Development   1983 - 1998

Skills
Mutual Funds

Education
Muhlenberg College
Accounting and Business/Management

Rashanda Booker Rashanda Booker Greater Philadelphia Area Details
Rashanda Booker's The Vanguard Group Experience October 1998 - May 2010
Job Licensed Massage Therapist at Massage Envy Spa
Industry Health, Wellness and Fitness
Experience
Massage Envy Spa  February 2011 - Present
Vanguard  January 2008 - May 2010
The Vanguard Group   October 1998 - May 2010

Skills
Financial Services, Mutual Funds, Process Improvement, Public Speaking, Investments, Microsoft Excel, Microsoft Office, Series 63, 401k, Series 6, Project Management, Employee Benefits, Event Planning, Strategic Planning, Outlook, Banking

Education
National Massage Therapy Institute   2008 — 2009

Penn State University   1993 — 1997
Bachelor of Science (BS), Marketing

Karen Martino Karen Martino Greater Philadelphia Area Details
Karen Martino's The Vanguard Group Experience September 1999 - November 2001
Job Project Manager at iPipeline
Industry Financial Services
Experience
iPipeline  September 2012 - Present
iPipeline  April 2011 - September 2012
ING  September 2008 - May 2009
The Vanguard Group   September 1999 - November 2001
The Vanguard Group   June 1997 - July 1999

Skills
SDLC, Process Improvement, Business Analysis, Integration, Business Intelligence, Requirements Gathering, Software Project..., Agile Methodologies, PMO, IT Strategy, Visio, IT Management, Requirements Analysis, Vendor Management, User Acceptance Testing, Business Process..., Software Documentation, Business Process, Agile Project Management, Software Implementation, SaaS

Education
Neumann University
Bachelors

Natasha Silver Natasha Silver Greater Philadelphia Area Details
Natasha Silver's The Vanguard Group Experience September 2011 - Present
Job Retirement Plan Associate
Industry Accounting
Experience
The Vanguard Group   September 2011 - Present
The Vanguard Group   April 2008 - September 2011

Skills
Project Management, Business Analysis, Microsoft Office

Education
Morgan State University   2002 — 2007
B.S, Telecommunications

Isaac Heyward, MBA Isaac Heyward, MBA Charlotte, North Carolina Area Details
Isaac Heyward, MBA's The Vanguard Group Experience August 2011 - November 2012
Job Sr. Financial Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  September 2014 - Present
TIAA-CREF  November 2012 - September 2014
The Vanguard Group   August 2011 - November 2012
Vanguard  November 2010 - August 2011
Fastenal  September 2008 - November 2010
University of South Carolina Beaufort  December 2005 - August 2008
Carver State Bank   August 2007 - March 2008

Skills
Series 7, Series 66, Series 63, Investments, Wealth Management, Manage Client..., Insurance, IRAs, Investment Brokerage, Retirement Plan..., Mutual Funds, Financial Analysis, Building Relationships, Sales Management, Account Management, Business Analysis, Client Development, Project Management, Sales Presentations, Business Relationship..., Problem Solving

Education
Webster University   2009 — 2010
Master of Business Administration, Manamgement

University of South Carolina-Columbia   2005 — 2007
Bachelor of Science, Business Administration/Management

Morehouse College   1999 — 2002

Tracy Bryson Tracy Bryson Lecanto, Florida Details
Tracy Bryson's The Vanguard Group Experience June 1995 - March 1999
Job Owner/Bookkeeper at Gulf to Lake Marine & Trailers
Industry Maritime
Experience
Gulf to Lake Marine & Trailers   August 2007 - Present
The Vanguard Group   June 1995 - March 1999
PricewaterhouseCoopers  January 1988 - December 1994

Education
McMaster University   1987 — 1989
MBA, Accounting

The University of Western Ontario   1983 — 1987
HBA, English & French

Essex District High School   1978 — 1983

Damon Stell Damon Stell Phoenix, Arizona Area Details
Damon Stell's The Vanguard Group Experience August 2010 - Present
Job Client Relationship Associate at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group   August 2010 - Present

Education
Northern Arizona University

julie sznoluch julie sznoluch Fort Pierce, Florida Area Details
julie sznoluch's The Vanguard Group Experience April 1994 - June 1998
Job party planner at bella jules
Industry Entertainment
Experience
bella jules   February 2000 - Present
The Vanguard Group   April 1994 - June 1998
Bloomingales   January 1993 - July 1996

Skills
Top Notch Customer..., Attention to Detail, Fast Learner

Education
Montgomery County Community College   1999 — 1999
Real Estate License, Real Estate

Wissahickon High School   1986 — 1990

Adam Busser Adam Busser Houston, Texas Area Details
Adam Busser's The Vanguard Group Experience 2006 - 2011
Job CFO at IGS Investments
Industry Oil & Energy
Experience
IGS Investments   May 2011 - Present
The Vanguard Group   2006 - 2011

Education
Penn State University   1998 — 2002
BA, Finance and International Business

Maastricht School of Management

Tamera Towne Tamera Towne Glendale, Arizona Details
Tamera Towne's The Vanguard Group Experience March 2006 - March 2007
Job City Government
Industry Government Administration
Experience
City of Phoenix  1999 - Present
AAA  June 2007 - April 2008
The Vanguard Group   March 2006 - March 2007

Skills
Computer skills,...

Education
Mesa Community College   1980 — 1990
Associate's degree, General Studies

Monique Peay Monique Peay Phoenixville, Pennsylvania Details
Monique Peay's The Vanguard Group Experience June 2008 - Present
Job Business Systems Analyst at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group   June 2008 - Present

Skills
Business Analysis

Education
Towson University   2006 — 2008
Master's degree, Information Technology Project Management

Morgan State University   2002 — 2006
Bachelor of Applied Science (B.A.Sc.), Information Technology

William Kairer William Kairer Collegeville, Pennsylvania Details
William Kairer's The Vanguard Group Experience April 2011 - Present
Job Project Adminstrator at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group   April 2011 - Present
Vanguard  March 2005 - March 2011
Vanguard  March 2004 - March 2005

Skills
Brokerage Operations, Coaching, People Management, Project Management, Back Office, Management, Leadership, Business Process..., Program Management, CRM, Vendor Management

Education
Montgomery County Community College   1994 — 1997
Associate of Arts (A.A.), Business Administration and Management, General

Methacton High School

Tina Webb-Watley Tina Webb-Watley Greater Philadelphia Area Details
Tina Webb-Watley's The Vanguard Group Experience August 2008 - March 2015
Job
Industry Financial Services
Experience
Vanguard  March 2015 - May 2015
The Vanguard Group   August 2008 - March 2015
The Vanguard Group   August 2003 - March 2015
Vanguard  April 2000 - August 2003
Vanguard  April 2000 - August 2003
Vanguard  April 2000 - August 2003
Vanguard  May 1998 - April 2000
Vanguard  May 1998 - April 2000
Vanguard  May 1998 - April 2000
IMM-Integrated Medical Management   May 1997 - April 1998

Skills
HP Quality Center, SharePoint, Access, Testing, Test Planning, Test Cases, Management, Microsoft Excel, Troubleshooting, Microsoft Word

Education
Montgomery County Community College   2011 — 2011
Pharmacy Technician/Assistant

Chubb Keystone Computer School   1993 — 1994
Certificate, PCS Computer

Chubb Keystone Computer School   1993 — 1993
Certificate, PCS Computers

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