The Vanguard Group
Industry: Investment management company
DescriptionThe Vanguard Group is an American registered investment advisor based in Malvern, Pennsylvania with over $5.1 trillion in assets under management. It is the largest provider of mutual funds and the second-largest provider of exchange-traded funds in the world after BlackRock's iShares. Customer service: 0800 032 3731 Assets under management: 5.1 trillion USD (January 31, 2018) Founder: John C. Bogle Founded: 1 May 1975, Valley Forge, Pennsylvania, United States CEO: Mortimer J. Buckley (Jan 2018–) Headquarters: Valley Forge, Pennsylvania, United States
The Vanguard Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at The Vanguard Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
The Vanguard Group Salaries. You can even request information on how much does The Vanguard Group pay if you want to. Learn about salaries, pros and cons of working for The Vanguard Group directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
2,125 The Vanguard Group employees in database. Find out everything there's to know about The Vanguard Group employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
The Vanguard Group Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
The Vanguard Group May 2000 - Present
Education
Monmouth University 1970 — 1974
Business, Economics
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
The Vanguard Group Sr. DeveloperVanguard2000 - Present
Skills
Agile Methodologies, Scrum
Education
North Carolina Agricultural and Technical State University 1982 — 1987
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 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
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
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
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
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
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
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
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
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
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
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
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
Vanguard November 2007 - Present
The Vanguard Group September 2002 - November 2007
Education
Northern Arizona University-The W. A. Franke College of Business 1984 — 1988
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
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
The Vanguard Group 2000 - Present
Vanguard 2000 - Present
Education
Villanova University 2002 — 2006
MBA, Marketing
Miami University 1991 — 1995
Bachelor of Arts, Speech Communications
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
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
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
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
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
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
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
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
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
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
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
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
The Vanguard Group 2000 - 2004
Education
Montgomery County Community College 2005 — 2008
AAS, Nursing
University of Scranton 1993 — 1997
B.S., Health Administration
The Vanguard Group December 1987 - Present
Skills
Series 63
Education
Lynchburg College 1983 — 1987
BA, Marketing
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
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
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
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
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
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
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
The Vanguard Group March 2008 - Present
Education
Northwood University 2003 — 2007
BBA, Advertising/Marketing/Management
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
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
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
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
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
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
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
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
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
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
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
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
Vanguard 2012 - Present
The Vanguard Group July 2000 - 2012
Education
Lyndon State College
Computer Science
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
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
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
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
Vanguard 1999 - Present
The Vanguard Group 1999 - Present
Acorn Development 1983 - 1998
Skills
Mutual Funds
Education
Muhlenberg College
Accounting and Business/Management
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
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
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
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
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
The Vanguard Group August 2010 - Present
Education
Northern Arizona University
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
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
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
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
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
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