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
Antonio Bryant Antonio Bryant Greater Philadelphia Area Details
Antonio Bryant's The Vanguard Group Experience August 2011 - Present
Job The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group   August 2011 - Present
Nationalities Service Center  January 2014 - Present
MicroRate  October 2011 - March 2014
Biogas Venture   September 2010 - September 2011
State College Area Food Bank   July 2010 - March 2011
The Vanguard Group   May 2010 - July 2010

Skills
Bilingual in Spanish, Microfinance, Microsoft Office..., Business Strategy, Strategic Planning, Financial Analysis, Financial Modeling, Research, Social Entrepreneurship, Data Analysis, Economics, FactSet, Bloomberg, Mutual Funds, Strategy, Microsoft Office, Finance

Education
Penn State University   2007 — 2011
B.S in Finance, Finance and International Business

Universidad de Sevilla
Ciencias Economicas y Empresariales

Anne McFadden Anne McFadden Greater Philadelphia Area Details
Anne McFadden's The Vanguard Group Experience 1989 - 1996
Job PMP
Industry Construction
Experience
NorthStar Advisors, LLC   April 1999 - Present
Advanta Corporation  1996 - 1999
The Vanguard Group   1989 - 1996

Skills
Architecture, Real Estate, LEED, Green Building, Renovation, Project Management, Commercial Real Estate, Contract Negotiation, Leases, LEED AP, Space-planning, CPM Scheduling, Facilities Management, Value Engineering, Strategic Planning, Construction, Process Scheduler, Corporate Real Estate, Furniture, Construction Management, Real Estate Development, Contract Management, Submittals, Feasibility Studies, Mixed-use, HVAC, Sustainable Design, Contractors, Pre-construction, Plumbing, Project Planning, Space planning, Architectures, Space Planning

Education
BOMA
RPA

Penn State University
PMP

David L. Maaskant David L. Maaskant Harrisburg, Pennsylvania Area Details
David L. Maaskant's The Vanguard Group Experience 2003 - 2004
Job Accounting Manager at Denk & Associates, PC
Industry Accounting
Experience
Denk & Associates, PC - Certified Public Accountants   December 2012 - Present
Gift & Associates, LLC - Certified Public Accountants   June 2008 - December 2012
Cognitive Learning Systems, Inc. (LabLearner)   January 2005 - November 2007
The Vanguard Group   2003 - 2004

Skills
Financial Analysis, Estate Planning, Strategic Financial..., Accounting, Financial Reporting, Small Business, 401k, Finance, Payroll, Leadership, Asset Managment, Business Planning, Managerial Finance, Forecasting, Executive Management, QuickBooks, Corporate Finance, Corporate Tax, Employee Benefits, Due Diligence, CPA, Financial Accounting, Tax Preparation, Auditing, Start-ups, General Ledger, Financial Statements, Financial Modeling, Internal Controls, Budgets, Tax, Risk Management, Fixed Assets, Mergers & Acquisitions, Cost Accounting, Accounts Payable, Income Tax, Invoicing, Payroll Taxes, Financial Services, Cash Flow, Process Improvement, Business Valuation

Education
Penn State University   2008 — 2010
MBA, Financial Analysis

Penn State University   1998 — 2002
BS, Business Administration

James Buggy James Buggy Greater Philadelphia Area Details
James Buggy's The Vanguard Group Experience September 1997 - April 2006
Job Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  April 2010 - Present
Ameriprise Financial  October 2008 - March 2010
Citi Smith Barney  April 2006 - October 2008
The Vanguard Group   September 1997 - April 2006

Skills
Investments, Retirement Planning, Financial Services

Education
Penn State University
MBA, Finance

University of Notre Dame
Certificate, Negotiation

Villanova University
Certificate, Project Management

Wesley College
BS, Management

Mark Huskey Mark Huskey Phoenix, Arizona Area Details
Mark Huskey's The Vanguard Group Experience November 2006 - July 2007
Job Compliance Analyst at American Express
Industry Financial Services
Experience
Cognizant  January 2014 - April 2015
American Express  May 2013 - January 2014
McKesson  December 2012 - May 2013
Coventry Healthcare  July 2007 - October 2008
The Vanguard Group   November 2006 - July 2007
Insurers Administrative Corporation  November 1997 - August 2000

Skills
Small Business, Outlook, Training, EMR, Process Improvement, Investments, Account Management, Series 63, Series 7, Mutual Funds, Medical Billing, Insurance, HIPAA, Analysis, Customer Service

Education
Paradise Valley Community College   2011 — 2014
Associate's degree, Criminal Justice Studies, 3.7

National American University   1986 — 1988
AA, Business Administration

Wyandotte   1982 — 1986
High School diploma

Danielle Case - O'Brien Danielle Case - O'Brien Greater Philadelphia Area Details
Danielle Case - O'Brien's The Vanguard Group Experience August 2008 - August 2010
Job Full Time Mom Part Time @ Thrivent Financial
Industry Financial Services
Experience
Vanguard  November 2011 - August 2014
Vanguard  August 2010 - December 2011
The Vanguard Group   August 2008 - August 2010
The Life Financial Group Inc   June 2006 - May 2008
STAPLES Inc  November 2002 - November 2005
STAPLES Inc  April 2001 - November 2002
NEXTEL COMMUNICATIONS  March 2000 - April 2001
COMCAST CELLULAR  January 1998 - December 1999
COMCAST CELLULAR  January 1996 - January 1998

Skills
SharePoint, Project Management, Multitasker, Adult Education, Call Center, Retail, New Business Development, Project Planning, Microsoft Word, PowerPoint, Customer Service, PeopleSoft, Vendor Management, Employee Relations, Sales, Recruiting, Team Building, Process Improvement, Time Management, Management, Call Centers, Salesforce.com, Talent Acquisition, Finance, Marketing

Education
Penn State University   1998 — 1999

Pottstown High   1991 — 1995
Diploma, n/a

University of Phoenix
In Progress

Bob Malin MBA Bob Malin MBA Greater Philadelphia Area Details
Bob Malin MBA's The Vanguard Group Experience October 2000 - November 2004
Job
Industry Information Technology and Services
Experience
p6blogger.com   December 2014 - Present
Oracle  April 2011 - Present
Oracle  August 2007 - April 2011
Siemens Medical Solutions  January 2006 - July 2007
Con-Way Central Express  September 2005 - January 2006
ACE-INA  April 2005 - August 2005
QC Laboratories  November 2004 - March 2005
The Vanguard Group   October 2000 - November 2004
United Parcel Service  August 1995 - August 1997

Skills
Project Management, PeopleSoft, Project Planning, Business Analysis, Budgets, Business Process..., Software Documentation, Program Management, Strategic Planning, Vendor Management, Business Intelligence, SDLC, CRM, Primavera P6, Enterprise Software, Training, Leadership, Oracle, Integration, Forecasting, Business Process, ERP, Security, Resource Management, Requirements Analysis, Software Implementation, Management, Analysis

Education
Rosemont College   2003 — 2006
MBA, Management, 3.78

Penn State University   1995 — 1999
BA, Administration of Justice

Jim Dobra, M.Ed. Jim Dobra, M.Ed. Greater Philadelphia Area Details
Jim Dobra, M.Ed.'s The Vanguard Group Experience 1994 - 2006
Job Senior Instructional Designer at Fynydd, LLC
Industry E-Learning
Experience
Fynydd, LLC   May 2013 - Present
Dobra Consulting, LLC   November 2007 - May 2013
Performance Development Group  December 2006 - November 2007
The Vanguard Group   1994 - 2006

Skills
Instructional Design, Instructional Systems..., Articulate Storyline, Storyboarding, Blended Learning, Six Sigma, Performance Measurement, Performance Analysis, Performance Improvement, Needs Analysis, Process Mapping, Process Improvement, Training & Development, Training Delivery, Teaching Adults, Measurement Systems, Lectora, Scriptwriter, Captivate, Mutual Funds, ADDIE, Technical Writing, Business Process Mapping, Employee Training

Education
Pennsylvania State University-Great Valley Graduate Center   1999 — 2002
Master of Education, Instructional Systems

Pennsylvania State University   1986 — 1990
BS, Business Administration

Brian Arietti Brian Arietti Downingtown, Pennsylvania Details
Brian Arietti's The Vanguard Group Experience September 2010 - December 2012
Job Department Head at The Vanguard Group
Industry Financial Services
Experience
Vanguard  December 2012 - Present
The Vanguard Group   September 2010 - December 2012
The Hartford  December 2007 - February 2010
The Hartford  April 2005 - December 2007

Skills
Series 24, 401k, Relationship Management, Finance, FINRA, Investments, Series 63, Series 7, Mutual Funds, Retirement Planning, Asset Allocation, Leadership, Retirement, Financial Services, Series 6

Education
Penn State University   2010 — 2012
Master of Business Administration (MBA), Finance, General

The University of Connecticut   1994 — 1998
Bachelor of Arts (B.A.)

Brian Dolan Brian Dolan Berwyn, Pennsylvania Details
Brian Dolan's The Vanguard Group Experience 1996 - 2001
Job Systems Architect at Health Advocate
Industry Information Technology and Services
Experience
Health Advocate  November 2008 - Present
Spinnaker Software Solutions, LLC   July 2001 - Present
EducationDynamics  January 2011 - June 2012
Software Methods, Incorporated   2007 - 2010
Independent Funding, LLC  May 2007 - November 2008
Realtime Media  December 2006 - August 2007
Tyndale Company, Inc.   November 2005 - December 2006
Ascensus ( formerly Bisys Retirement Services)   June 2003 - March 2006
Merck  2002 - 2003
The Vanguard Group   1996 - 2001

Skills
Database Design, Offshoring, Application Design, .NET, C#, SQL Server, ASP.NET, WCF, Visual Studio, XML, VB.NET, Web Services, SQL, ADO.NET, Visual Basic, AJAX, ASP.NET MVC, TFS, T-SQL, Application Development, IIS, Database Development, Application Architecture, Software Design, Stored Procedures, Data Modeling, Relational Databases, SQL Tuning, Performance Tuning, Microsoft SQL Server, Software Development, Databases, Web Development, SDLC, Project Management, Web Applications, SSRS, Requirements Gathering, LINQ, SOA, Enterprise Architecture

Education
Penn State University   1982 — 1988
BS, Computer Science

Hightstown High School

Allen Minton Allen Minton Greater Philadelphia Area Details
Allen Minton's The Vanguard Group Experience November 2009 - Present
Job Financial Agent at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group   November 2009 - Present
Aflac  May 2008 - November 2009

Skills
Series 7, Series 63, Series 6, Fixed Annuities, Retirement Planning, Retirement, Mutual Funds, Life & Health Insurance..., IRAs, Wealth Accumulation, Variable Annuities, Wealth Management

Education
Penn State University
BS, Business

Elizabeth Clowes Elizabeth Clowes Greater Philadelphia Area Details
Elizabeth Clowes's The Vanguard Group Experience 2005 - 2009
Job Client Manager, Flagship Services at Vanguard
Industry Financial Services
Experience
Vanguard  September 2014 - Present
Vanguard  July 2010 - Present
Vanguard  November 2009 - July 2010
The Vanguard Group   2005 - 2009
ESF, Inc.   2003 - 2005
Cardinal Health  2001 - 2003

Skills
Financial Services, Strategic Planning, Mutual Funds, Relationship Management, Marketing Communications, Internal Communications, Marketing Strategy, Investments, Leadership, Process Improvement, Project Management, Strategic Communications

Education
Penn State University   1993 — 1997
Bachelor of Science, Elementary Education

Chris Carbo Chris Carbo Downingtown, Pennsylvania Details
Chris Carbo's The Vanguard Group Experience August 2007 - December 2007
Job PC Support Specialist
Industry Information Technology and Services
Experience
A. Duie Pyle, Inc.   July 2015 - Present
DePuy Synthes  February 2014 - July 2015
Independence Blue Cross  June 2013 - December 2013
The Clarks Companies, N.A.   May 2012 - June 2013
Iron Mountain  February 2011 - October 2011
Modis  May 2010 - November 2010
Modis  August 2009 - December 2009
Agilent Technologies  February 2008 - October 2008
The Vanguard Group   August 2007 - December 2007
Astrazeneca  March 1999 - June 2007

Skills
Microsoft Technologies, Salesforce.com, Troubleshooting, Active Directory, XP, Windows 7, Technical Support, Microsoft Exchange, Networking, VPN, Software Installation, Laptops, System Deployment, Remote Desktop, Windows, Information Technology, Norton Ghost, Outlook, Microsoft Office, Help Desk Support, System Administration, Windows XP

Education
Saint Joseph's University   1991 — 1992
BS, Information Systems

Penn State University   1988 — 1990

Dale Llewellyn Dale Llewellyn Greater Philadelphia Area Details
Dale Llewellyn's The Vanguard Group Experience November 1997 - March 2001
Job Enterprise Project Manager at CIGNA
Industry Information Technology and Services
Experience
CIGNA  January 2011 - Present
7Strong Enterprises, LLC.   October 2010 - Present
Philadelphia Insurance Companies  April 2006 - October 2010
SPX Corporation  March 2001 - March 2006
The Vanguard Group   November 1997 - March 2001
SmithKline Beecham  April 1994 - November 1997

Skills
Vendor Management, Enterprise Architecture, Change Management, Integration, Budgets, Business Intelligence, Cross-functional Team..., Enterprise Software, Management, Operations Management, Process Improvement, SDLC, Six Sigma, Strategic Planning, Team Building, Outsourcing, IT Strategy, Leadership, Project Management, Project Planning, Project Portfolio..., Software Development, Strategy

Education
Park University   1987 — 1991
B.S., Management/Organizational Development

Renee Myers Renee Myers Dallas/Fort Worth Area Details
Renee Myers's The Vanguard Group Experience September 2003 - September 2007
Job Client Relationship Executive
Industry Health, Wellness and Fitness
Experience
Viverae  February 2015 - Present
Restoration Hardware  2013 - 2014
Fidelity Investments  2007 - 2012
The Vanguard Group   September 2003 - September 2007
Vanguard  July 1999 - December 2003
Vanguard  July 1993 - July 1999

Skills
Strategic Planning, 401k, Defined Contribution, Defined Benefit, Microsoft Excel, Microsoft Office, Building Relationships, Problem Solving, ERISA, Fiduciary, Manage Client..., Relationship Management, Series 6, Series 63, Public Speaking, Retirement Savings, Cross Functional Team..., Contract Negotiation, Contract Management, Account Management, National Accounts, Team Leadership, Healthcare, Managed Care, Leadership, Cross-functional Team..., Strategy, Management, Human Resources, Employee Benefits, CRM, Wellness

Education
Penn State University
B.S., Health Planning and Administration

Jennifer Kessler Jennifer Kessler Greater Philadelphia Area Details
Jennifer Kessler's The Vanguard Group Experience November 1996 - Present
Job Project Manager at Vanguard
Industry Financial Services
Experience
The Vanguard Group   November 1996 - Present

Skills
Financial Services, Process Improvement, Business Process..., Requirements Gathering, Risk Management, Management, Business Analysis, Project Management, Insurance, Program Management, CRM, Vendor Management, Visio

Education
St. Joseph's University   2009 — 2013
MBA, Business

Penn State University   1991 — 1995
BA, Elementary Education

D. Brooke Gottshall D. Brooke Gottshall Greater Chicago Area Details
D. Brooke Gottshall's The Vanguard Group Experience 1991 - 1991
Job CFO at Phalanx Capital Management, LLC
Industry Financial Services
Experience
Gottshall Group LLC   2008 - August 2010
Spectrum Global Fund Administration  2007 - 2008
Citigroup  2005 - 2007
Bank One  2000 - 2003
Pennsylvania Army National Guard  May 1992 - January 2001
O’Connor & Associates, Arbitrade, Joe Heard Group   1994 - 1999
Independence Blue Cross  1992 - 1994
The Vanguard Group   1991 - 1991
United States Air Force  1987 - 1990

Skills
Internal Audit, Options, Derivatives, Equities, Financial Analysis, Valuation, Investments, Financial Services, Risk Management, Asset Management, Fixed Income, Financial Modeling, Private Equity, Due Diligence

Education
Villanova University   1994 — 2000
MBA, Finance

Penn State University   1982 — 1986
BS, Finance/Accounting

James E. Quillen, CFP® James E. Quillen, CFP® Greater Philadelphia Area Details
James E. Quillen, CFP®'s The Vanguard Group Experience 1993 - 2002
Job Regional Wealth Management Executive at Susquehanna Trust & Investment Co.
Industry Financial Services
Experience
Susquehanna Tust & Investment Co.   February 2012 - Present
Graystone Wealth Management   February 2008 - February 2012
Millennium Wealth Management   2002 - 2008
The Vanguard Group   1993 - 2002

Skills
Retirement Planning, Financial Planners, Estate Planning, Wealth Management, Investments, Investment Management, Insurance, Trust Services, Banking, Portfolio Management, Loans, Credit, Asset Allocation, Strategic Financial..., Small Business Lending, Consumer Lending, Commercial Banking, Asset Managment, Asset Management, Finance, Financial Planning, Mutual Funds

Education
Penn State University
Bachelor of Science

Jeff Yocom Jeff Yocom Greater Philadelphia Area Details
Jeff Yocom's The Vanguard Group Experience 1993 - 1998
Job Senior Director, Product Delivery at The Advisory Board Company
Industry Information Technology and Services
Experience
The Advisory Board Company  October 2012 - Present
ActiveStrategy, Inc.   January 2012 - November 2012
ActiveStrategy, Inc  January 2007 - December 2011
E-Brilliance, Inc   February 2006 - December 2006
PFPC, Inc  March 1999 - March 2006
PNC Global Investment Servicing  1999 - 2006
The Vanguard Group   1993 - 1998

Skills
Program Management, Product Management, Agile Methodologies, Business Analysis, SDLC, Process Improvement, Mutual Funds, Requirements Analysis, Project Management, Software Development, Enterprise Software, Vendor Management, Visio, Salesforce.com, Software Project..., Team Building, Balanced Scorecard, Requirements Gathering, Account Management, Analytics, Business Intelligence, CRM, Change Management, Customer Satisfaction, Financial Services, Quality Assurance, SQL, Strategy

Education
Penn State University   1988 — 1993

Muralidhar Kuchimanchi Muralidhar Kuchimanchi Greater Philadelphia Area Details
Muralidhar Kuchimanchi's The Vanguard Group Experience May 2000 - Present
Job IT Manager at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group   May 2000 - Present
Principal Financial Group  October 1999 - March 2000
American Airlines  November 1997 - October 1999
Saudi Aramco  February 1996 - September 1997
Hexaware Technologies  1995 - 1997

Education
Sri Venkateswara University   1990 — 1994
B'Tech

Penn State University
Masters, Information Sciences

St Josephh

Rob Keeton Rob Keeton Greater Philadelphia Area Details
Rob Keeton's The Vanguard Group Experience 2001 - 2004
Job Senior Director at Comcast | Business Process Management | CRM | Digital Marketing Technology | Financial Services
Industry Financial Services
Experience
Comcast Cable  April 2015 - Present
Ditech Mortgage Corp  February 2013 - April 2015
GMAC ResCap  October 2011 - January 2013
Ally Financial Inc.  September 2008 - September 2011
GMAC ResCap  April 2004 - August 2008
The Vanguard Group   2001 - 2004
Electronic Data Systems  November 1997 - April 2001
Bell Atlantic (Verizon)   June 1991 - November 1997

Skills
CRM, Database Marketing, Mortgage Lending, Web Applications, Team Management, eCommerce, Marketing Technology, IT Strategy, IT Management, ITIL, Document Imaging, Workflow Applications, Vendor Management, E-commerce, Business Analysis, Marketing, Risk Management, Business Process, Business Continuity, Disaster Recovery, Management, Process Improvement, Leadership, SDLC, Integration, Project Portfolio..., Program Management, PMO, Resource Management, Enterprise Software, Requirements Analysis, Data Warehousing, Strategy, Analytics, Analysis, Governance, Software Development, Project Management, Requirements Gathering

Education
La Salle University MBA   1992 — 1997
MBA, Finance

Penn State University   1987 — 1991
Bachelor of Science (BS), Management Information Systems

Archbishop Ryan   1983 — 1987

Lincoln Baxter III Lincoln Baxter III Charlotte, North Carolina Area Details
Lincoln Baxter III's The Vanguard Group Experience June 2006 - February 2010
Job Principal Software Engineer at Red Hat
Industry Computer Software
Experience
Red Hat  February 2010 - Present
OCPsoft   2005 - Present
The Vanguard Group   June 2006 - February 2010
Computer Automation Corporation   May 2005 - October 2005
Bank of America  May 2000 - October 2004

Skills
Framework Design, URL Rewriting, Architecture, Java Enterprise Edition, Java, Linux, Perl, PHP, Groovy, HTTP, HTML, JavaScript, Bash, Maven, PrettyFaces, Web Applications, Scrum, EJB, Subversion, JSF, JMS, Agile Methodologies, UML, OOP, JBoss Application Server, Open Source, CSS, Distributed Systems, Oracle, Ant, REST, Architectures, JUnit, GWT, Hibernate, Websphere

Education
Penn State University   2002 — 2006
BS, Computer Science

Amber Cannegieter Amber Cannegieter Harrisburg, Pennsylvania Details
Amber Cannegieter's The Vanguard Group Experience September 2005 - May 2007
Job Key Account Manager at PFM Asset Management LLC
Industry Financial Services
Experience
PFM Asset Management  June 2013 - Present
Turner Investments, L.P.   January 2013 - June 2013
Turner Investments  November 2010 - December 2012
Turner Investment Partners  August 2009 - November 2010
Turner Investment Partners  May 2007 - August 2009
The Vanguard Group   September 2005 - May 2007

Skills
Series 7, Series 6, Series 63

Education
Penn State University   2000 — 2004
BS, Business Management

Jessica Mulholland Jessica Mulholland Greater Philadelphia Area Details
Jessica Mulholland's The Vanguard Group Experience 2001 - 2007
Job CFO at eXude Inc.
Industry Insurance
Experience
eXude, Inc.   2007 - Present
The Vanguard Group   2001 - 2007
IBM Global Services  1996 - 2001

Skills
Employee Benefits

Education
Penn State University   1992 — 1996
Finance

Ben Levinson Ben Levinson Greater Los Angeles Area Details
Ben Levinson's The Vanguard Group Experience October 2006 - December 2007
Job Graphic Designer at Guitar Center
Industry Design
Experience
Guitar Center  January 2012 - Present
Demand Media  July 2010 - February 2012
Mindjolt  February 2011 - April 2011
Unlimited Learning  March 2008 - July 2009
The Vanguard Group   October 2006 - December 2007
Technosushi Design Studios   January 2000 - 2002

Skills
Graphic Design, Web Design, Adobe Creative Suite, Mac, Illustrator, Graphics, Photoshop, Web Development, Dreamweaver, Email Marketing, Adobe Acrobat, Facebook, InDesign, WordPress, SEO, Email Design, HTML5, CSS, New Media Marketing, Digital Production, Social Media, Social Media Marketing

Education
Otis College of Art and Design   2010 — 2011
Certificate of Graphic Design, Graphic Design and Computer Graphics

University of Arizona, Eller College of Management   2001 — 2006
Finance, Business, Religious Studies

Rebekha Kocak Rebekha Kocak Greater Philadelphia Area Details
Rebekha Kocak's The Vanguard Group Experience February 2011 - Present
Job Business Technology Corporate Finance at Vanguard
Industry Financial Services
Experience
Vanguard  January 2014 - Present
Vanguard  April 2012 - Present
The Vanguard Group   February 2011 - Present
Tory Burch,LLC   September 2008 - April 2009
Lilly Pulitzer  June 2006 - September 2008

Skills
Accounts Receivable, Analysis, Credit, Finance

Education
Penn State University   2002 — 2006
BS Business Administration, Marketing/Management

Neshaminy High School

Doug Yones ChFC® Doug Yones ChFC® Malvern, Pennsylvania Details
Doug Yones ChFC®'s The Vanguard Group Experience July 2008 - December 2011
Job Head of Domestic Equity Index/ETF Product Management at Vanguard
Industry Financial Services
Experience
Vanguard  September 2014 - Present
Vanguard Investments Asia   November 2011 - September 2014
The Vanguard Group   July 2008 - December 2011
Vanguard Brokerage Services  February 2002 - July 2008
Vanguard Brokerage Services  July 1998 - February 2002

Skills
ETFs, Management, Equities, Fixed Income, Securities, Investments, Strategic Financial..., Market Making, Mutual Funds, CRM, Capital Markets, Prime Brokerage, Leadership, Trading, Relationship Management, Series 24, Series 7, Series 63, Bloomberg, Financial Markets, Asset Allocation, Finance, Financial Services, Investment Strategies, Alternative Investments, Hedge Funds, Financial Planning

Education
Villanova University   1999 — 2001
MBA, Finance

Penn State University   1993 — 1997
B.S., Finance

C.B. East

Scott David Scott David Greater Philadelphia Area Details
Scott David's The Vanguard Group Experience April 1991 - March 1996
Job Sr Product Specialist at AVTECH Software Inc
Industry Information Technology and Services
Experience
AVTECH Software   Contractor SalesmanAD MoyerJanuary 1998 - August 2006
The Vanguard Group   April 1991 - March 1996

Skills
Team Building, Networking, Disaster Recovery, Remote Monitoring, Leadership

Education
Orange Coast College   1988 — 1990
Marketing

Terry Novak Terry Novak Greater Chicago Area Details
Terry Novak's The Vanguard Group Experience November 1998 - January 2000
Job Retired
Industry Education Management
Experience
Retired  December 2012 - Present
Houghton Mifflin Harcourt  February 2010 - December 2012
ACT, Inc  June 2007 - January 2010
Riverside Publishing  November 2004 - June 2007
The College Board  March 2002 - October 2004
Collegeboard.com   2000 - 2002
The Vanguard Group   November 1998 - January 2000
Educational Testing Service  January 1992 - October 1998
Educational Testing Service  October 1987 - October 1991
The College Board  January 1983 - January 1987

Skills
Conflict Resolution, Microsoft Excel, Knowledge Management, Staff Management, Program Management, Information Technology, Market Research, Finance, Research, Leadership, Strategic Planning, Customer Service, Nonprofits, Data Analysis, Project Management, Higher Education, Management, Analysis, Team Building, Organizational..., Staff Development, Project Planning, Strategy, Integration, Budgets, Business Strategy, Time Management, Training, Process Improvement, Product Development, Change Management, Vendor Management, Leadership Development, Team Leadership, Proposal Writing, Cross-functional Team..., Instructional Design, Testing, Customer Satisfaction, Publishing, CRM, Product Management

Education
Penn State University   1967 — 1971
B.S, Community Development

Christopher Evans Christopher Evans Charlotte, North Carolina Area Details
Christopher Evans's The Vanguard Group Experience September 2007 - June 2008
Job Senior Talent Acquisition Consultant at Red Ventures
Industry Human Resources
Experience
Red Ventures  July 2015 - Present
Vanguard  September 2014 - Present
Vanguard  September 2012 - September 2014
Vanguard  September 2011 - February 2013
Vanguard  September 2011 - December 2012
Vanguard  June 2009 - September 2011
Vanguard  June 2008 - June 2009
The Vanguard Group   September 2007 - June 2008
The Vanguard Group   October 2005 - August 2007
The Vanguard Group   June 2004 - October 2005

Skills
Strategic Sourcing, Project Planning, DMAIC, Onboarding, Applicant Tracking..., Employee Relations, HRIS, Sourcing, Benefits Administration, Employee Benefits, Leadership Development

Education
Villanova University   2010 — 2012
Masters, Human Resources Development, 3.9

Penn State University   1996 — 2000
Bachelor of Arts, Speech Communication

Michael Bruni Michael Bruni Greater New York City Area Details
Michael Bruni's The Vanguard Group Experience January 2013 - October 2015
Job Senior Associate | Financial Services | Asset Management Advisory
Industry Management Consulting
Experience
PwC  October 2015 - Present
The Vanguard Group   January 2013 - October 2015
The Vanguard Group   March 2011 - January 2013
Burlington County Professional Services Group   July 2010 - March 2011
Concord Advisory Group   January 2008 - March 2010
Concord Advisory Group   September 2006 - January 2008
UBS Financial Services Inc  September 2005 - September 2006
Penn State Investment Association  August 2003 - May 2005

Skills
Microsoft Excel, Microsoft Access, Fixed Income Products, Mutual Fund Pricing, Morningstar, Investments

Education
Villanova University   2011 — 2014
MBA, Finance, Real Estate, 3.7 GPA

Penn State University   2001 — 2005
Bachelor of Science, Finance, 3.5 GPA

Northern Burlington High School

Chad Fleming Chad Fleming Scottsdale, Arizona Details
Chad Fleming's The Vanguard Group Experience
Job Quality Assurance Administrator at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group  

Skills
QTP, Quality Center, Waterfall, Mutual Funds, Series 63, Process Improvement, Relationship Management, Investments, Series 7, Financial Services, Series 6, CRM, Regression Testing, User Acceptance Testing, Financial Analysis, Customer Service

Education
Penn State University
Bachelor's degree, Health Policy & Administration

Penn State University
BS Health Policy and Administration, Health/Health Care Administration/Management

Craig Sadrovitz Craig Sadrovitz West Chester, Pennsylvania Details
Craig Sadrovitz's The Vanguard Group Experience December 2009 - March 2012
Job Manager, Digital Analytics at QVC
Industry Retail
Experience
QVC  July 2015 - Present
QVC  March 2012 - June 2015
The Vanguard Group   December 2009 - March 2012
The Vanguard Group   June 2006 - December 2009
The Vanguard Group   2005 - 2006
The Pennsylvania State University  October 2003 - May 2005

Skills
Web Analytics, Tableau, HTML/XML, CSS, User Experience, JavaScript, WebTrends, Coremetrics, Tealeaf, Photoshop, Illustrator, InDesign, Dreamweaver, Mac OS X, Excel, Access, Visio, Social Media, SAS, Microstrategy, User-centered Design, WebTrends Analytics, Data Analysis, Agile Methodologies, Microsoft Excel, Google Analytics, A/B testing, Omniture, Product Management, Information Architecture, Analytics, E-commerce

Education
Penn State University   1999 — 2004
BA, Corporate Communications

Kevin Riefenstahl Kevin Riefenstahl Greater Philadelphia Area Details
Kevin Riefenstahl's The Vanguard Group Experience September 1997 - November 2000
Job Associate Attorney at Burns White LLC
Industry Law Practice
Experience
Burns White LLC  November 2012 - Present
The Law Offices of Eric A. Shore   March 2011 - October 2012
Harrison Township Environmental Commission   2010 - 2012
Capehart & Scatchard, P.A.   March 2007 - March 2011
Holsten & Associates   June 2006 - March 2007
Pepper Hamilton  August 2005 - June 2006
Dechert, LLP  September 2002 - August 2005
The Franklin Mint  November 2000 - December 2001
The Vanguard Group   September 1997 - November 2000
NewsChannel   1994 - 1997

Skills
Litigation, Legal Writing, Legal Research, Personal Injury, Westlaw, Document Review, Legal Assistance

Education
Widener University School of Law   2002 — 2005
JD, Law

West Chester University of Pennsylvania   1996 — 1999
MBA, Economics/Finance

Penn State University   1983 — 1990
Bachelor of Arts (B.A.), Mass Communication/Media Studies

Pete Sayer Pete Sayer Greater Philadelphia Area Details
Pete Sayer's The Vanguard Group Experience 1996 - 2000
Job Director of Solutions Delivery, Philadelphia at CEI (ceiamerica.com)
Industry Information Technology and Services
Experience
CEI (ceiamerica.com)   July 2014 - Present
A2C I.T. Consulting   2013 - 2014
Strasz Assessment Systems  2009 - 2013
J.G. Wentworth   2004 - 2008
The Keane Organization  2002 - 2004
VerticalNet  2000 - 2002
The Vanguard Group   1996 - 2000
Prudential Insurance  1987 - 1996

Skills
Vendor Management, Disaster Recovery, Project Management, Enterprise Architecture, Strategic Planning, IT Strategy, Process Improvement, Software Project..., Product Management, Program Management, SDLC, Financial Services, Business Analysis, Team Leadership, Team Building, Microsoft SQL Server, Integration, CRM, Management, Enterprise Software, Requirements Analysis, Strategy, Business Development, Leadership, Software Development, IT Management, Information Technology

Education
Penn State University   1983 — 1987
B.S., Computer Science

Abington High School   1979 — 1983

James Scarola James Scarola Greater Philadelphia Area Details
James Scarola's The Vanguard Group Experience June 2006 - August 2006
Job Senior UX Strategist/Architect at the Vanguard Group
Industry Information Technology and Services
Experience
Vanguard  January 2013 - Present
Vanguard  May 2009 - December 2012
Vanguard  2007 - March 2009
Penn State Univeristy College of IST   September 2003 - March 2007
The Vanguard Group   June 2006 - August 2006
Vis.Align  May 2005 - August 2005
2nd Door Enterprises   December 2000 - 2005

Skills
User-centered Design, User Experience, Information Architecture, Web Design, Usability Testing, Human-computer..., Visio, Personas, Card Sorting, Wire Framing, Contextual Inquiry, Design Strategy, HTML, Dreamweaver, Usability Design, Site Maps, User Scenarios, User Interface Design, CSS, Heuristic Evaluation, Web Analytics, Information Design, Persona, Mobile Applications, Usability, Human Computer...

Education
Penn State University   2003 — 2007
B.S., Information Sciences & Technology

Penn State University   2003 — 2007
Bachelor of Science (BS), Information Sciences & Technology (IST)

Matthew Convey Matthew Convey Greater Philadelphia Area Details
Matthew Convey's The Vanguard Group Experience July 1999 - December 2001
Job Vice President at BlackRock
Industry Financial Services
Experience
BlackRock  January 2006 - Present
Evergreen Investments  September 2004 - January 2006
SEI Investments  June 2002 - September 2004
The Vanguard Group   July 1999 - December 2001

Skills
Team Management, Manage Client..., Communication, Project Management, Bloomberg, Problem Analysis, Talent Management, Business Operations, SAS70, Fixed Income, SQL, Problem Solving, Hedge Funds, Total Return Swaps, Account Reconciliation, Interest Rate Swaps, Trade Entry, Securities, Derivatives, Financial Analysis, Asset Allocation, Excel, PowerPoint, Presenter, Reconciliations, Solutions, Documentations, Security Master, Alternative Investments, Compliance SOX, SSAE 16, Data Analysis, Reuters 3000, Pricing Analysis, Fair Market Value, Fair Value, Microsoft Excel

Education
Penn State University   1998 — 2002
BS, Marketing

Ty McGilberry Ty McGilberry Greater Philadelphia Area Details
Ty McGilberry's The Vanguard Group Experience July 2008 - May 2010
Job Financial Advisor | Media, PA 19063 | Wechsler Marsico Simpson
Industry Financial Services
Experience
Wechsler Marsico Simpson   February 2013 - Present
Vanguard  May 2010 - January 2013
Penn State University  August 2012 - December 2012
The Vanguard Group   July 2008 - May 2010
The Vanguard Group   February 2006 - July 2008
The Vanguard Group   October 2004 - February 2006
The Vanguard Group   January 2004 - October 2004
California Cafe  April 2001 - October 2004
Penn State University  June 1996 - December 2003
Red Lobster  June 1995 - April 2001

Skills
CRM, Financial Services, Asset Allocation, Program Management, Series 63, Change Management, Investments, Coaching, Leadership Development, Analysis, Sales Management, Mutual Funds, Customer Relations, Series 6, Career Development, Customer Service, Time Management, Culture, Diversity, Diversity Training, Project Planning, Project Coordination, Project Delivery, Securities, 401k, Retirement, Project Management, Access, Software Documentation, Sales Coach, Sales Trainings, Sales Skills Training, Project Implementation, Project Execution, Team Management, Team Leadership, Team Building, Process Mapping, Process Management, Call Center Development, Building Customer..., Consultative Selling, Event Planning, Investment Strategies, Wealth Management, Financial Strategy, Retirement Strategies, Leadership, Management, Relationship Management

Education
Pennsylvania State University-Great Valley Graduate Center   2007 — 2010
Masters, Business Administration

Pennsylvania State University-Delaware County   1996 — 2003
Business Administration, Marketing and Management

Pennsylvania State University   1996 — 2001
Business Administration, Marketing and Management

Eileen Hershman Eileen Hershman Greater Philadelphia Area Details
Eileen Hershman's The Vanguard Group Experience May 1998 - Present
Job Project Manager at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group   May 1998 - Present

Skills
Strategic Planning

Education
Pennsylvania State University-Great Valley Graduate Center   2005 — 2009
MLD, Leadership

Penn State University   2005 — 2008
MLD, Leadership

Temple University   1993 — 1998
BBA, Human Resources, Risk Management

Molly Janiczek Molly Janiczek Greater Philadelphia Area Details
Molly Janiczek's The Vanguard Group Experience Marketing ManagerVanguard1984 - Present
Job Marketing Manager at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group   Marketing ManagerVanguard1984 - Present

Skills
Series 6, Asset Allocation, Mutual Funds, Series 63, Investments, Competitive Analysis, Financial Services, Relationship Management, Series 7, Marketing Strategy, Investment Management, Portfolio Management, Retirement, 401k, Investment Strategies

Education
Penn State University   1980 — 1984
B.S., Finance

Eric Thim, CPA Eric Thim, CPA Greater Philadelphia Area Details
Eric Thim, CPA's The Vanguard Group Experience January 2006 - November 2007
Job Senior Accountant at Resource Capital Corp.
Industry Financial Services
Experience
Resource Capital Corp.   January 2014 - Present
Citco Fund Services  October 2011 - January 2014
SEI Investments  November 2010 - October 2011
SEI Investments  November 2007 - November 2010
The Vanguard Group   January 2006 - November 2007
C.H. Robinson Worldwide, Inc.   January 2005 - December 2005

Skills
Account Reconciliation, Financial Statements, Process Improvement, Financial Statement..., Fund Accounting, NAV, P&L Reporting, Financial Analysis, Financial Reporting, Investments, Mutual Funds, Accounting, Equities, GAAP, Finance, CPA, US GAAP, Journal Entries, Financial Accounting, General Ledger

Education
Saint Joseph's University - Erivan K. Haub School of Business   2007 — 2010
Master of Science, Financial Services

Penn State University   2000 — 2004
Bachelor of Science, Business Logistics

Melody Richardson Thompson Melody Richardson Thompson Greater Philadelphia Area Details
Melody Richardson Thompson's The Vanguard Group Experience May 1993 - Present
Job IT Professional at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group   May 1993 - Present

Skills
Linux, CISSP Trained, Unix SunOS, Microsoft Word,..., HP Vugen, HP..., JAVA, J2EE, Spring..., Oracle, DB2, Tableau,..., Windows Server, Windows..., iPhone, MacBook Pro,..., C, Objective C, HTML,..., SOA, Tiered..., ksh script, ssh, scp,...

Education
Penn State University   1995 — 1997
Master of Engineering, Engineering Science, 3.2

University of Maryland College Park   1982 — 1987
B.S., Computer Science, Information Technology

Bradley Buck, LEED® AP O+M Bradley Buck, LEED® AP O+M Charlotte, North Carolina Area Details
Bradley Buck, LEED® AP O+M's The Vanguard Group Experience June 2005 - August 2005
Job IT Professional
Industry Information Technology and Services
Experience
Bank of America  June 2013 - April 2015
Bank of America, N.A.   May 2010 - June 2013
Bank of America  April 2009 - May 2010
Bank of America  September 2007 - March 2009
Bank of America  July 2007 - August 2007
Bank Of America  May 2006 - August 2006
The Vanguard Group   June 2005 - August 2005
Never-Enuff Internet   June 2002 - July 2004

Skills
Data Analysis, VBA, SharePoint, SAS, Databases, Sustainability, Green Building, Green IT, Green Living, Data Mining, SQL, SQL Server 2000-2008, IT architectures, Excel, Microstrategy, Reporting & Analysis, Microsoft SQL Server, SSRS, Microsoft Excel, Six Sigma

Education
Penn State University   2003 — 2007
Bachelor of Science (B.S.)

Northern Cambria High School   1999 — 2003
Diploma

Carl Christian Carl Christian Greater Philadelphia Area Details
Carl Christian's The Vanguard Group Experience December 1999 - November 2013
Job Field Underwriter
Industry Insurance
Experience
Lincoln Heritage  March 2015 - Present
American Income Life Insurance Company  November 2014 - January 2015
Xtraordinary Catering   January 2006 - November 2014
The Vanguard Group   December 1999 - November 2013
Federal Reserve Bank  June 1989 - November 1999

Skills
Series 6, Series 63, Series 24, Series 7, Risk Management, Visio, Financial Services, SDLC, Insurance, Client Facing Skills, Retirement, Retirement Planning

Education
Penn State University   1985 — 1986
N/A, Business Administration

Danielle Giacoponello Danielle Giacoponello Greater New York City Area Details
Danielle Giacoponello's The Vanguard Group Experience November 2003 - August 2004
Job Sales Manager, NY NOW
Industry Events Services
Experience
Emerald Expositions  2004 - Present
The Vanguard Group   November 2003 - August 2004
Post Road Entertainment  2000 - 2003

Skills
Art, Lighting, Trade Shows, Event Management, Event Planning, Corporate Events, Sponsorship, Marketing Communications, Meeting Planning, Social Media Marketing, Marketing, Public Relations, Account Management, Marketing Strategy, Salesforce.com, Email Marketing, Advertising, Sales, B2B

Education
Pace University - Lubin School of Business   1995 — 2001
Bachelor of Arts (B.A.), Communications

Frank Grill Frank Grill Reading, Pennsylvania Area Details
Frank Grill's The Vanguard Group Experience 1998 - 2006
Job Experienced Analyst
Industry Gambling & Casinos
Experience
Penn National   July 2006 - February 2011
The Vanguard Group   1998 - 2006

Education
Pennsylvania State University-Great Valley Graduate Center   2002 — 2005
MBA, Finance/Economics

Penn State University   1995 — 1998
BS, Finance

Steven Brogan Steven Brogan Greater Philadelphia Area Details
Steven Brogan's The Vanguard Group Experience April 2008 - June 2010
Job Associate at Drinker Biddle & Reath LLP
Industry Law Practice
Experience
Drinker Biddle & Reath LLP  September 2014 - Present
Penn State Law  July 2011 - May 2014
Drinker Biddle & Reath LLP  May 2013 - July 2013
Judge Renee Cohn Jubelirer, Commonwealth Court of Pennsylvania   January 2013 - May 2013
Honorable Kim R. Gibson, U.S. District Court for the Western District of PA   August 2012 - December 2012
Drinker Biddle & Reath LLP  May 2012 - August 2012
Vanguard  June 2010 - July 2011
The Vanguard Group   April 2008 - June 2010
The Vanguard Group   November 2006 - March 2008

Education
Penn State University   2011 — 2014
J.D., summa cum laude

Villanova University   2003 — 2006
BA, Psychology

Rosalind Edwards Rosalind Edwards Greater Philadelphia Area Details
Rosalind Edwards's The Vanguard Group Experience March 2008 - Present
Job Strategy & Change Consultant
Industry Financial Services
Experience
The Vanguard Group   March 2008 - Present
IBM Global Business Services  January 2007 - March 2008
International Business Machines  March 2003 - December 2006
IBM Global Business Services  May 1999 - February 2003
IBM UK  November 1997 - February 1999
AEA Technology  August 1993 - September 1996
AEA Technology  September 1986 - August 1993

Skills
Organizational Design, Organizational..., Change Management, Leadership Development, Strategic Planning, Business Strategy, Critical Thinking, Problem Solving, Project Portfolio..., Program Management, Workshop Facilitation, Executive Coaching, Executive Development, Organizational Learning, Thought Leadership, PMO Design, Talent Management, Process Improvement, Leadership, Strategy, Succession Planning, Project Management, Human Resources, Integration

Education
University of Warwick - Warwick Business School   1996 — 1997
Master of Business Administration (MBA)

Oxford Brookes University   1986 — 1988

Cindy McWilliams Cindy McWilliams Seattle, Washington Details
Cindy McWilliams's The Vanguard Group Experience January 2002 - June 2004
Job User Experience Lead
Industry Internet
Experience
McWilliams Experience Design   September 2010 - Present
POP  June 2011 - March 2013
ZAAZ  July 2008 - December 2009
Comcast Interactive Media  July 2007 - May 2008
The Vanguard Group   January 2002 - June 2004
The Vanguard Group   August 2001 - January 2002
The Vanguard Group   June 2000 - August 2001
The Vanguard Group   August 1999 - June 2000
Self-employed  March 1989 - July 1999
W.B. Saunders Company (now Elsevier Health Sciences)   1994 - 1997

Skills
Information Architecture, Interaction Design, Content Strategy, User Experience, User-centered Design, Negotiation, Usability Testing, User Research, Persona, Strategic Design, Heuristic Evaluation, User Interface Design, Experience Design, Wire Framing, Contextual Inquiry, User Experience Design, User Scenarios, Wireframes, Usability, Task Analysis, Product Management, Agile Methodologies, Web Analytics, Design Strategy

Education
Penn State University   1984 — 1989
BA, English, Writing

Laura Patarcity Laura Patarcity Greater Philadelphia Area Details
Laura Patarcity's The Vanguard Group Experience 1997 - 1998
Job Communications Professional
Industry Public Relations and Communications
Experience
Patarcity Communications   September 1998 - Present
LRP Publications  2000 - 2003
PICPA  November 1998 - August 2000
Surgent and Associates   August 1996 - January 1998
The Vanguard Group   1997 - 1998
Chilton Publishing  1994 - 1995

Skills
Copy Editing, Publications, Proofreading, Magazines, Corporate Communications, Editing, Fundraising, Non-profits, Public Speaking, Media Relations, Public Relations, Press Releases, Strategic Planning, Web Content, Social Media, Marketing Communications, Publishing, Copywriting, Strategic Communications, Graphic Design, Newsletters, Marketing, Blogging, Writing, Web Content Management

Education
Penn State University

Radnor High School

Julie Smink Julie Smink Greater Philadelphia Area Details
Julie Smink's The Vanguard Group Experience January 2006 - October 2007
Job Information Security Analyst at The Vanguard Group
Industry Financial Services
Experience
Vanguard  March 2013 - Present
Vanguard  October 2007 - March 2013
Vanguard  June 2006 - October 2007
The Vanguard Group   January 2006 - October 2007
The Vanguard Group   January 2000 - January 2006
West Chester University  August 1998 - May 2004
The Vanguard Group   November 1998 - January 2000
QVC  July 1996 - November 1998
Strawbridge & Clothier  1992 - 1998

Skills
Security, Vendor Management, Social Media, SDLC, Risk Management, Integration, Leadership, Operating Systems, Project Management, Business Analysis, Process Improvement, Customer Service, CISSP, Program Management, Public Speaking, Team Leadership, HTML, Visio, Microsoft Office, Strategic Planning, IT Strategy, Information Security, Disaster Recovery, IT Operations, Information Technology

Education
Pennsylvania State University   1981 — 1986
Bachelor of Arts (B.A.), Journalism/Broadcasting

Penn State University   1981 — 1983
Associate of Arts (AA), Letters, Arts & Sciences

Susan Crackel Susan Crackel Greater Philadelphia Area Details
Susan Crackel's The Vanguard Group Experience September 1996 - December 1999
Job QA Manager at GMAC Mortgage
Industry Information Technology and Services
Experience
Ditech Mortgage Corp  October 2009 - Present
GMAC Rescap  April 2009 - October 2009
Wyeth Pharmaceuticals  May 2008 - December 2008
GMAC Bank  2005 - 2008
Merck  January 2005 - August 2005
Merck  May 2004 - January 2005
Pfizer  September 2003 - May 2004
The Vanguard Group   September 1996 - December 1999
ARCO Chemical Co.  April 1990 - April 1996
Gorman Publishing Co   October 1984 - January 1988

Skills
Quality Control, Validation, Project Management, Testing, Quality Assurance, Integration, SDLC, FDA, Leadership, Manufacturing

Education
Penn State University - University Park   1975 — 1979
Bachelor's degree, Management Sciences and Quantitative Methods

Universitaat zu Koln, Koln, Germany   1978 — 1978
Foreign Studies Scholarship, International Econometrics

Gregory Lorinc Gregory Lorinc Raleigh-Durham, North Carolina Area Details
Gregory Lorinc's The Vanguard Group Experience February 1999 - February 2000
Job Technical Solution Manager
Industry Information Technology and Services
Experience
IBM  March 2011 - Present
Loyola University Maryland  January 2015 - April 2015
Hewlett-Packard  September 2006 - March 2011
Hewlett-Packard  December 2004 - September 2006
Hewlett-Packard  August 2003 - December 2004
Procter & Gamble  March 2000 - July 2003
The Vanguard Group   February 1999 - February 2000

Skills
Mainframe, z/OS, Outsourcing, IT Outsourcing, Service Delivery, ITIL, Project Delivery, Disaster Recovery, PMP, Vendor Management, People Management, IT Operations, IT Service Management, Solution Design, SLA, IT Management, Service Management, PMI, Business Continuity, Sla, Project Portfolio..., Program Management, Solution Architecture, Operating Systems, Incident Management, Infrastructure

Education
Pennsylvania State University   1994 — 1998
Bachelor of Science (B.S.), Civil & Environmental Engineering

Nadia (Moro) Zinno Nadia (Moro) Zinno Greater Philadelphia Area Details
Nadia (Moro) Zinno's The Vanguard Group Experience 1999 - Present
Job Manager, UX Group at Vanguard
Industry Investment Management
Experience
Vanguard  April 2012 - Present
The Vanguard Group   1999 - Present
Vanguard  April 2005 - April 2012
Dow Jones Newswires  August 1995 - June 1999
Fosters Daily Democrat  1991 - 1995
Suburban Newspaper Group   1988 - 1991
CIGNA  1987 - 1988
Standard-Speaker Newspaper   1984 - 1987

Education
Penn State University   1980 — 1984

David Franz David Franz Greater Philadelphia Area Details
David Franz's The Vanguard Group Experience 2005 - 2007
Job Manager, Compensation and Benefits at Balfour Beatty Investments, Inc
Industry Human Resources
Experience
Balfour Beatty Investments  September 2014 - Present
Balfour Beatty Investments  May 2008 - September 2014
Professional Capital Services  August 2007 - May 2008
The Vanguard Group   2005 - 2007
Vanguard  June 2004 - September 2005
Vanguard  July 2002 - June 2004
Vanguard  January 2000 - July 2002
Vanguard  August 1998 - January 2000
Ascensus (BISYS Plan Services)   1997 - 1998

Skills
Employee Relations, Retirement Planning, Analysis, Strategic Planning, Contract Negotiation, Applicant Tracking..., Talent Acquisition, 401k, Negotiation, Employee Benefits, Operations Management, Human Resources, Training, Process Improvement, Project Planning, Compensation & Benefit, FMLA, Personnel Management, HR Policies, Project Management, Onboarding, Team Building, Payroll, Benefits Administration, Microsoft Excel, HRIS, Microsoft Office, Budgets, Outlook, Succession Planning, Workers Compensation, Management, Performance Management, Customer Service, Recruiting, Contract Management, New Hire Orientations, Team Leadership, Deferred Compensation, Program Management, Labor Relations, Talent Management

Education
Penn State University   1990 — 1995
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities

Monica Jackson Monica Jackson Greater Philadelphia Area Details
Monica Jackson's The Vanguard Group Experience January 2009 - January 2010
Job Recruiter at Wegmans Food Markets
Industry Financial Services
Experience
Wegmans Food Markets  March 2014 - Present
Olympus  May 2013 - November 2013
Barry-Wehmiller Design Group  October 2012 - May 2013
Vanguard  January 2010 - December 2011
The Vanguard Group   January 2009 - January 2010
Vanguard  January 2005 - December 2009
Vanguard  September 2001 - January 2005

Skills
HRIS, Talent Acquisition, Interviewing, Employee Relations, Applicant Tracking..., Defined Benefit, Diversity, Onboarding, Employee Benefits, CRM, Interviews, Training, Management, Recruiting, Leadership, Resume Writing, Sourcing

Education
Thomas Edison   1995 — 1998
Bachelor of Science, Mgt of Human Resources

Peirce College   1981 — 1983
Associate of Science, Business Management

David Lapioli David Lapioli Philadelphia, Pennsylvania Details
David Lapioli's The Vanguard Group Experience 1997 - 2007
Job Senior Technology Executive
Industry Information Technology and Services
Experience
TEKsystems  January 2015 - Present
Affusion Consulting  May 2014 - November 2014
Independence Blue Cross  May 2012 - March 2014
Staccato Consulting Group   2011 - 2012
Staccato Consulting Group   2010 - 2011
LiquidHub  2009 - 2010
Affusion Consulting  2008 - 2009
CheckFree Investment Services  2007 - 2008
The Vanguard Group   1997 - 2007
Lockheed Martin  1994 - 1997

Skills
Program Management, Strategic Planning, Process Engineering, Six Sigma, Integration, SDLC, IT Strategy, Mentoring, Business Intelligence, Management Consulting, IT Management, Systems Engineering, Portfolio Management, PMO, Software Development, Product Development, Cross-functional Team..., Security, SOA, Contract Negotiation, Planning, Software Project..., Project Management, Vendor Management, Leadership, Process Improvement, Business Development, Agile Methodologies, Agile Project Management, Project Planning, Business Analysis

Education
Penn State University
BS, MS, Aerospace Engineering

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

Kenneth Echoka Kenneth Echoka Greater Philadelphia Area Details
Kenneth Echoka's The Vanguard Group Experience October 2005 - Present
Job Analyst at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group   October 2005 - Present
Vanguard  2005 - Present
JPMorgan Chase  February 2002 - October 2005
JPMorgan Chase  October 1998 - October 2002

Skills
SAS, Program Development, Analysis, Financial Modeling, Bloomberg, Data Analysis, Financial Analysis, Equity Research, Access, Securities, Bonds, Mutual Funds, Economics, Financial Markets, Credit Risk, Data Mining, Cognos, Statistics, Analytics, Microsoft Office, Visio, Requirements Gathering, Securitization, Asset Allocation

Education
Saint Joseph's University   2004 — 2008
MSFS, Financial Services

Ohio Wesleyan University   1992 — 1995
BA, Economics

Brian Maurer Brian Maurer Greater Philadelphia Area Details
Brian Maurer's The Vanguard Group Experience June 2007 - January 2009
Job Market Access and Patient Strategies Sr. Claims Specialist at AstraZeneca
Industry Pharmaceuticals
Experience
AstraZeneca  August 2014 - Present
AstraZeneca Pharmaceuticals  January 2009 - July 2014
The Vanguard Group   June 2007 - January 2009
The Vanguard Group   August 2005 - June 2007

Skills
Leadership, Operations Management, Process Improvement, Change Management, Project Management, Management, Strategic Planning, Program Management, Strategy, Team Leadership, Business Analysis, Business Development, Team Building, Business Process..., Microsoft Excel, Customer Service, Project Planning, Analysis, Six Sigma, Data Analysis, Forecasting

Education
University of Delaware   2010 — 2014
Master of Business Administration (M.B.A.), International Business

Penn State University   2000 — 2005
Bachelor of Science (B.S.)

Julie Christoph Julie Christoph Greater Philadelphia Area Details
Julie Christoph's The Vanguard Group Experience 1991 - 1999
Job Director of Education & Development, Design and Deliver Leadership Development Programs, SVP, Beneficial Bank
Industry Banking
Experience
Beneficial Bank  June 2010 - Present
Drexel University  April 2009 - 2010
Richardson  January 2006 - November 2008
PFPC  1999 - 2005
The Vanguard Group   1991 - 1999

Skills
MBTI Certification, Training, Leadership Development, Organizational..., Instructional Design, Management, Customer Service, Performance Management, Coaching, Talent Management, Customer Experience, New Business Development, Banking, Team Building, Business Development, Sales, Leadership, Strategy

Education
St. Joseph's University
Master's Degree, Organizational Development and Leadership

Penn State University
BS, Business

Brandon R. Shuler, CFP, CTFA Brandon R. Shuler, CFP, CTFA Greater Philadelphia Area Details
Brandon R. Shuler, CFP, CTFA's The Vanguard Group Experience November 2000 - February 2002
Job
Industry Financial Services
Experience
Bryn Mawr Trust Company  August 2015 - Present
Glenmede Trust Company  April 2007 - August 2015
PNC Wealth Management  March 2005 - April 2007
Morgan Stanley  February 2002 - March 2005
The Vanguard Group   November 2000 - February 2002

Skills
Asset Allocation, Alternative Investments, Wealth Management, Mutual Funds, Asset Managment, Portfolio Management, Investments, Investment Advisory, Fixed Income, Equities, Estate Planning, Hedge Funds, Asset Management, Finance, Financial Advisory, Investment Management, Investment Strategies

Education
Penn State University
Bachelor of Science

The American College

Cannon Trust School

Alicia Brogan Alicia Brogan Greater Philadelphia Area Details
Alicia Brogan's The Vanguard Group Experience 2005 - 2008
Job Visiting Assistant Professor of Art
Industry Fine Art
Experience
Self employed  May 2014 - Present
Penn State University  August 2011 - May 2014
The Vanguard Group   2005 - 2008

Skills
Photography, Blogging, Higher Education

Education
Penn State University   2010 — 2012
MFA, Photography

West Chester University of Pennsylvania   2009 — 2010
BFA, Studio Art, Photography

Millersville University of Pennsylvania   2001 — 2005
BS, Communication

Jacqueline Corcoran Jacqueline Corcoran Greater Philadelphia Area Details
Jacqueline Corcoran's The Vanguard Group Experience June 2011 - August 2012
Job Manager Project Management Office in Retail Operations
Industry Financial Services
Experience
Vanguard  June 2014 - Present
Vanguard  June 2012 - May 2014
The Vanguard Group   June 2011 - August 2012
The Vanguard Group   July 2007 - June 2011
The Vanguard Group   April 2005 - July 2007

Skills
Leadership, Project Management, Management, Financial Services, Process Improvement, Mutual Funds, Business Analysis, Series 63, Investments, CRM, Portfolio Management, Strategy, Equities, Financial Analysis, Analysis, Relationship Management, Performance Management, Accounting, Business Strategy, Series 7, PMO, Asset Allocation, Risk Management, Analytics, Financial Modeling

Education
Saint Joseph's University - Erivan K. Haub School of Business   2011 — 2015
MBA

The American College   2007 — 2009
CFP, Certified Financial Planning Candidate

Penn State University   2000 — 2004
BS, Economics

Lansdale Catholic High School   1996 — 2000

Joshua Reedy Joshua Reedy Greater Philadelphia Area Details
Joshua Reedy's The Vanguard Group Experience March 2004 - Present
Job CRA at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group   March 2004 - Present
ENS Resources, Inc.   January 2003 - March 2004
United States House of Representatives, Office of John T. Doolittle   March 2000 - December 2003

Skills
Public Policy, Policy Analysis, Legislation, Policy, Politics, Fundraising, Legislative Relations, Research, Government, Public Relations

Education
Penn State University   1995 — 1999
Bachelor of Arts (B.A.), Political Science and Government

ELCO   1992 — 1995

Eric Handsman Eric Handsman Nashville, Tennessee Details
Eric Handsman's The Vanguard Group Experience 2003 - 2007
Job Senior Director, Corporate Stategy at Genesco
Industry Investment Banking
Experience
Genesco  April 2015 - Present
Peter J. Solomon Company  January 2013 - March 2015
Peter J. Solomon Company  July 2009 - December 2012
The Vanguard Group   2003 - 2007

Skills
Valuation, Financial Modeling, Investment Banking, Private Equity, Corporate Finance, Corporate Development, M&A experience, Due Diligence, Equity Research, Equities, Mergers, Financial Analysis, LBO, Business Valuation, DCF, Strategy, Capital Markets, Capital IQ, Emerging Markets, Business Strategy, Fixed Income

Education
The University of Chicago - Booth School of Business   2007 — 2009
Master of Business Administration (MBA)

Penn State University   1999 — 2003
BS, Finance

Hightstown High School

Tony Krause Tony Krause Dresher, Pennsylvania Details
Tony Krause's The Vanguard Group Experience June 1996 - July 1999
Job Business Development Consultant at Ascensus
Industry Financial Services
Experience
Ascensus  June 2013 - Present
Ascensus  May 2003 - January 2010
Vanguard Group  1999 - 2003
The Vanguard Group   June 1996 - July 1999

Skills
401k, ERISA, Mutual Funds, Retirement, Series 63, Series 7, Retirement Planning, Pensions, Series 6, Investments, Asset Allocation, Fixed Annuities, Wealth Management, Financial Services, Securities, Defined Benefit, Asset Managment, Relationship Management, Portfolio Management, Insurance, Strategic Financial..., Employee Benefits, Investment Advisory, Alternative Investments, Defined Contribution, Equities, FINRA

Education
Penn State University   1985 — 1990
Bachelor of Science (B.S.), Economics

Kyle Centrella Kyle Centrella Greater Philadelphia Area Details
Kyle Centrella's The Vanguard Group Experience June 2005 - August 2005
Job Program Lead at Vanguard
Industry Information Technology and Services
Experience
Vanguard  March 2014 - Present
Vanguard  July 2006 - Present
Vanguard  2006 - Present
The Vanguard Group   June 2005 - August 2005

Skills
Agile Methodologies, SQL, JavaScript, XML, Java, Unix, Agile Project Management, Scrum, Leadership, Project Management, Recruiting, Coaching

Education
Penn State University   2002 — 2006
BS, Information Science and Technology

Kevin Concannon Kevin Concannon Greater Philadelphia Area Details
Kevin Concannon's The Vanguard Group Experience June 2011 - Present
Job Client Relationship Associate
Industry Financial Services
Experience
The Vanguard Group   June 2011 - Present
The Vanguard Group   April 2008 - June 2011

Skills
CRM skills

Education
Penn State University   1980 — 1985

Derek Concholar Derek Concholar Phoenix, Arizona Area Details
Derek Concholar's The Vanguard Group Experience March 1997 - Present
Job Team Leader/Supervisor at The Vanguard Group
Industry Financial Services
Experience
Vanguard  1999 - Present
The Vanguard Group   March 1997 - Present
TransAmerica  March 1996 - March 1997
First Interstate Bank  November 1988 - March 1996

Education
Ottawa University

Frank Malizia Frank Malizia Dresher, Pennsylvania Details
Frank Malizia's The Vanguard Group Experience 1998 - 2000
Job Technical Specialist at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP  January 2015 - Present
Bloomberg  July 2011 - January 2015
Bloomberg  October 2000 - January 2012
The Vanguard Group   1998 - 2000

Skills
Electronic Trading, Bloomberg Terminal, Trading Systems, Bloomberg, Market Data, Reference Data, Fixed Income, Financial Markets, Low Latency, Equities, FX Options

Education
Penn State University   1990 — 1995

Amy Covert Amy Covert Greater Philadelphia Area Details
Amy Covert's The Vanguard Group Experience 2005 - 2006
Job VP Finance at BioTelemetry, Inc.
Industry Medical Devices
Experience
BioTelemetry, Inc., formerly known as CardioNet, Inc.   2013 - Present
CardioNet  2008 - Present
VIASYS Healthcare  2006 - 2008
The Vanguard Group   2005 - 2006
Electronics Boutique  2002 - 2005
First USA  2000 - 2002
Sunoco  1998 - 2000

Skills
Finance, Analysis, Investor Relations, Management, Financial Analysis, Financial Modeling, Sarbanes-Oxley Act, Budgets, Forecasting, Accounting, Mergers & Acquisitions, Process Improvement

Education
Villanova University
Certificate in Accounting

Villanova University
MBA

Penn State University   1993 — 1998
BS Finance and International Business

Benjamin Bohanko (work) Benjamin Bohanko (work) Greater Philadelphia Area Details
Benjamin Bohanko (work)'s The Vanguard Group Experience April 2011 - Present
Job Mutual Fund Relationship Manager
Industry Financial Services
Experience
The Vanguard Group   April 2011 - Present
Vanguard  December 2007 - April 2011
Vanguard  December 2005 - December 2007

Education
Pennsylvania State University   1998 — 2003
Bachelor of Science (B.S.), Mangement

Rosa Lee Rosa Lee Philadelphia, Pennsylvania Details
Rosa Lee's The Vanguard Group Experience December 2012 - February 2013
Job Cooperative Education Coordinator at Drexel University
Industry Higher Education
Experience
Drexel University  February 2013 - Present
The Vanguard Group   December 2012 - February 2013
The Vanguard Group   June 2011 - December 2012
The Vanguard Group   June 2007 - June 2011
The Vanguard Group   February 2007 - June 2007
Tiffany & Company  July 2006 - January 2007
CHANEL Asia Pacific   November 2004 - January 2006

Skills
Training, Data Analysis, Analysis, Research, Employee Benefits, Resume Writing, Student Development, Management, Career Counseling, Microsoft Office, Financial Analysis, Process Improvement, Investments, Higher Education, Recruiting, Career Development, PowerPoint, Microsoft Excel, Relationship Management, Mutual Funds, Coaching, Series 63, Series 6

Education
Penn State University   1999 — 2004
Bachelor of Science (B.S.)

Marek Chmura Marek Chmura Malvern, Pennsylvania Details
Marek Chmura's The Vanguard Group Experience March 1998 - Present
Job Account Manager/Client Service Specialist/Relationship Manager at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group   March 1998 - Present

Education
Penn State University   1988 — 1992
B.A., GA&S

Conestoga H.S.   1987 — 1988

Penn State University
M.B.A.

Kevin Miller, CFP® Kevin Miller, CFP® Greater Philadelphia Area Details
Kevin Miller, CFP®'s The Vanguard Group Experience July 2007 - December 2010
Job Financial Advisor at Vanguard
Industry Investment Management
Experience
Vanguard  June 2014 - Present
Vanguard  December 2010 - May 2014
The Vanguard Group   July 2007 - December 2010
National City Bank  2003 - 2005

Skills
Series 7, Mutual Funds, Series 63, Asset Allocation, Investments, Retirement, Series 6, 401k

Education
Pennsylvania State University-Great Valley Graduate Center   2008 — 2012
MBA

Penn State University   1997 — 2002
Bachelor of Science, Economics

PHS   1994 — 1997

Franklin Elementary

Jaclyn Varisano Jaclyn Varisano Greater Philadelphia Area Details
Jaclyn Varisano's The Vanguard Group Experience Privacy SupervisorVanguardFebruary 2011 - Present
Job Privacy Supervisor at Vanguard
Industry Financial Services
Experience
The Vanguard Group   Privacy SupervisorVanguardFebruary 2011 - Present
Vanguard  July 2007 - February 2011
Trident Mortgage  April 2005 - July 2006

Education
Penn State University   2002 — 2006
Bachelors, Marketing & Management

Stephanie Salvatore Stephanie Salvatore Greater Philadelphia Area Details
Stephanie Salvatore's The Vanguard Group Experience July 2007 - March 2008
Job Account Manager at Starz Entertainment
Industry Entertainment
Experience
Starz Entertainment  November 2010 - Present
Starz Entertainment  October 2008 - November 2010
Vanguard  March 2008 - October 2008
The Vanguard Group   July 2007 - March 2008
Penn State University  February 2007 - May 2007
Penn State University  2005 - 2007
Crozer-Keystone Health System  May 2006 - September 2006
Philadelphia Eagles  June 2005 - August 2005

Skills
Account Management, Promotions, Customer Relations, Outlook, PowerPoint, Word, Excel, Public Speaking, Forecasting, Customer Service, Social Media Marketing, Social Media, Call Center, Microsoft Office, Negotiation, Business Strategy, Budgeting, Marketing Strategy, Television, New Business Development, Marketing Communications, Team Building, Mentoring, Coaching, Budgets, Sales, Sales Operations

Education
Penn State University   2003 — 2007
Bachelor of Science (B.S.), Marketing Major, Media Studies Minor

Sun Valley High School   1999 — 2003

Joseph Stumpf Joseph Stumpf Greater Philadelphia Area Details
Joseph Stumpf's The Vanguard Group Experience 1998 - 1999
Job Senior Financial Analyst at Rovi Corporation
Industry Consumer Electronics
Experience
Nutrisystem  2012 - 2014
LECG (formerly SMART Business Advisory & Consulting, LLC)   2009 - 2011
PNC Financial Services Group (formerly Sterling Financial Corporation)   2004 - 2008
Fulton Financial Corporation  1999 - 2004
The Vanguard Group   1998 - 1999
Breuners Home Furnishings  1996 - 1998
RR Donnelley  1996 - 1996

Skills
Financial Modeling, Financial Analysis, Access, Forecasting, Microsoft Excel, Budgets, Finance, Auditing, Data Management, Excel, Essbase, Strategy, Accounting, Budgeting, Financial Forecasting, Cash Flow Forecasting, Report Design, Profitability Analysis, Financial Planning

Education
Pennsylvania State University-Great Valley Graduate Center   2009 — 2010
Database Design Certificate

Pennsylvania State University   1991 — 1995
Bachelor of Science, Finance

Manheim Township High School   1987 — 1991

Doug Purinton, CIMA Doug Purinton, CIMA Greater Philadelphia Area Details
Doug Purinton, CIMA's The Vanguard Group Experience June 2012 - Present
Job Key Account Sales Executive at The Vanguard Group
Industry Investment Management
Experience
The Vanguard group   June 2012 - Present
The Vanguard Group   2006 - June 2012
Fidelity Investments  1993 - 2006
The Vanguard Group   1985 - 1992

Skills
ETFs, Series 7, Series 6, Series 63, Pensions, Banking

Education
Saint Joseph's University - Erivan K. Haub School of Business
Master of Business Administration (MBA), Finance, General

Ohio Wesleyan University
BA, History

Nippani Raghuram Joga Rao,SCEA Nippani Raghuram Joga Rao,SCEA Charlotte, North Carolina Area Details
Nippani Raghuram Joga Rao,SCEA's The Vanguard Group Experience February 2010 - Present
Job Technical lead at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group   February 2010 - Present
The Vanguard Group   July 2007 - February 2010
The Vanguard Group   January 2004 - July 2007
The Vanguard Group   January 2001 - December 2004
Bharat Petroleum Corporation Limited  June 1996 - May 1999

Skills
Java Enterprise Edition, Architectures, J2EE Application..., Sun Certified Java..., SDLC, Agile Methodologies, Requirements Analysis, Software Project..., Spring, SOA, SQL, Oracle

Education
University of North Carolina at Charlotte   1999 — 2001
M.S, Computer Sciences

Osmania University   1991 — 1995
B.E, Civil Engineering

Jawaharlal polytechnic college,Ramanthapur   1986 — 1990
Diploma, Chemical Engineering

Govt High School Nallakunta   1981 — 1986
SSC

Ed Spofford Ed Spofford Greater Philadelphia Area Details
Ed Spofford's The Vanguard Group Experience February 2011 - Present
Job The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group   February 2011 - Present
Clearbridge Investment Advisors, LLC   March 2010 - July 2010
BCM, Inc.   August 2008 - December 2009
US Trust - Bank of America  January 2007 - August 2008
Wilmington Trust  April 2001 - December 2006

Education
Pennsylvania State University-Great Valley Graduate Center   1995 — 1997
MBA, Business

Ohio Wesleyan University   1977 — 1981
BS, Economics

Episcopal

Carl Bello Carl Bello Greater Philadelphia Area Details
Carl Bello's The Vanguard Group Experience May 1998 - Present
Job Systems Manager at The Vanguard Group
Industry Information Technology and Services
Experience
The Vanguard Group   May 1998 - Present
Inacom  1993 - May 1998

Skills
SDLC, Requirements Gathering, Agile Methodologies, Business Analysis, Process Improvement, Data Warehousing, Agile Project Management, Project Management, Program Management, Risk Management, Team Leadership, Enterprise Software, Leadership, Disaster Recovery, SharePoint, Business Process..., Integration, Project Planning, Requirements Analysis, Project Portfolio..., IT Management, Management, Cross-functional Team..., Training, Information Technology, IT Strategy, Software Project..., Vendor Management, PMO, Visio, Business Process

Education
Penn State University   2000 — 2003
Master of Science (M.S.), Management Information Systems, General

Ursinus College   1996 — 2000
Bachelor of Business Administration (BBA), Finance, General

Steve Amelang Steve Amelang Greater Philadelphia Area Details
Steve Amelang's The Vanguard Group Experience 1998 - Present
Job PMP, Vanguard Retail Information Technology
Industry Financial Services
Experience
The Vanguard Group   1998 - Present
Lockheed Martin  1981 - 1990
PNB Bank   1981 - 1984
Amchem/Henkel Group   1979 - 1981

Skills
Process Improvement, Financial Services, Mutual Funds, Risk Management, Requirements Analysis, Visio, Business Analysis, Relationship Management, Vendor Management, IT Strategy, Business Process..., Back Office, SDLC, Software Project..., Project Management, Requirements Gathering, Agile Methodologies, Securities

Education
Project Management Institute   2010 — 2011
PMP, Project Management for Professionals

Temple University   1979 — 1981
MBA, Computer Science

Penn State University   1978 — 1979
BS, Marine Biology

Andrew Sohn Andrew Sohn Greater Philadelphia Area Details
Andrew Sohn's The Vanguard Group Experience 2014 - Present
Job Project Lead at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group   2014 - Present
The Vanguard Group   2011 - 2013

Skills
Project Management, Process Improvement, Team Management, Risk Management, CRM, Strategic Planning, Data Analysis, Bloomberg, Access, Microsoft Excel, PowerPoint, Microsoft Word, Business Process Mapping, Separately Managed..., ETFs, Equities, Derivatives, Middle Office, Back Office, Mutual Funds

Education
Penn State University
Bachelor of Science (B.S.), Economics

Chris Lohmann Chris Lohmann Greater Philadelphia Area Details
Chris Lohmann's The Vanguard Group Experience 1991 - Present
Job Supervisor, Vanguard
Industry Financial Services
Experience
The Vanguard Group   1991 - Present

Skills
Series 7

Education
Penn State University   1986 — 1991
BA, Business & Speech Communications

Christine Stowell Christine Stowell Greater Philadelphia Area Details
Christine Stowell's The Vanguard Group Experience TrainerThe Vanguard GroupJune 2005 - July 2006
Job Communication Administrator at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group   TrainerThe Vanguard GroupJune 2005 - July 2006

Education
Penn State University   2001 — 2003
PSSBA, Pyschology, Sociology and Business

Mark Solomon Mark Solomon Greater Philadelphia Area Details
Mark Solomon's The Vanguard Group Experience 1996 - 1997
Job Vice President, Complex Instrument Operations at Brandywine Global Investment Management
Industry Investment Management
Experience
Brandywine Global Investment Management  April 2013 - Present
Morgan Stanley Investment Management  August 2012 - April 2013
Morgan Stanley Investment Management  July 2008 - April 2013
Morgan Stanley Investment Management  2005 - 2008
Morgan Stanley Investment Management  1999 - 2005
Miller Anderson & Sherrerd (purchased by Morgan Stanley)   1997 - 1999
The Vanguard Group   1996 - 1997

Skills
Collateral Management, Counterparty Risk, Cash Management, Metrics, Procedure Development, Business Analysis, Derivative Operations, Risk Management, Fixed Income Products, Investment Operations, Downhill Skiing, Fixed Income, Financial Services, Middle Office, Derivatives, Asset Management, Valuation, Investment Management

Education
Temple University - Fox School of Business and Management   2000 — 2003
MBA, Management Information Systems

Penn State University   1991 — 1995
BBA, Finance / Economics

Chris Crowle Chris Crowle Greater Philadelphia Area Details
Chris Crowle's The Vanguard Group Experience January 1993 - January 2003
Job Database Engineer at Lockheed Martin
Industry Defense & Space
Experience
Lockheed Martin  June 2003 - Present
The Vanguard Group   January 1993 - January 2003

Skills
ETL, Informatica, Integration, SQL, Software Engineering

Education
Pace University-Pleasantville/Briarcliff Campus   1988 — 1991
BBA, Management Information Systems

Kathy Fuertes Kathy Fuertes Greater Philadelphia Area Details
Kathy Fuertes's The Vanguard Group Experience July 1997 - July 2008
Job Principal, Head of Information Technology for Institutional Investor Group at Vanguard
Industry Financial Services
Experience
Vanguard  December 2012 - Present
Vanguard  June 2011 - December 2012
Vanguard  June 2010 - June 2011
The Vanguard Group   July 1997 - July 2008
SMS  1984 - 1997

Skills
SDLC, Financial Services, Process Improvement, Business Analysis, Relationship Management

Education
Penn State University   1982 — 1984
AS, CompSci

University of Phoenix
BS, Management

Megan Thomas-Ruotolo Megan Thomas-Ruotolo Greater Philadelphia Area Details
Megan Thomas-Ruotolo's The Vanguard Group Experience January 1992 - September 2005
Job President, PTR Leadership & Learning Solutions
Industry Human Resources
Experience
PTR Leadership & Learning Solutions, LLC   January 2014 - Present
Performance Impact Consulting   January 2010 - December 2013
Caesars Entertainment Corporation  June 2006 - January 2010
The Vanguard Group   January 1992 - September 2005

Skills
Management Consulting, Performance Consulting, Coaching, Leadership Development, Leadership Development..., Executive Development, Executive Coaching, Management, Influence At All Levels, Employee Engagement, Development Of Employees, Team Leadership, Competency Management, Succession Planning, Talent Management, Performance Management, Measurement Systems, Performance Metrics, Performance Measurement, Performance Appraisal, Performance Improvement, Business Process..., Organizational..., Organizational Design, Organizational Learning, Needs Analysis, Curriculum Mapping, Curriculum Design, Instructional Design, Curriculum Development, Curriculum Assessment, Action Learning, Experiential Learning, Blended Learning, Instructor-led Training, Training Facilitation, Presentation Coaching, Project Planning, Project Management, Customer Service, Strategic Planning, Human Resources, Hiring Practices, Training Delivery, Program Management, Learning Management, Organizational..., Employee Training, Onboarding

Education
Pennsylvania State University   1984 — 1988
BS, Business

Ashley Nawrocki Ashley Nawrocki Greater Philadelphia Area Details
Ashley Nawrocki's The Vanguard Group Experience
Job Investment Consultant at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group  

Skills
Series 63, Mutual Funds, ETFs, Series 6, Series 7, 401k, Retirement, Investments, IRAs, High Net Worth..., 401k Rollovers, Selling, Customer Service

Education
Penn State University   2001 — 2005

Scott Ayres Scott Ayres Greater Philadelphia Area Details
Scott Ayres's The Vanguard Group Experience June 2008 - Present
Job Software Developer at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group   June 2008 - Present

Skills
Java, Spring, JSF, JavaScript, REST

Education
Penn State University   2012 — 2014
Master of Engineering (M.Eng.), Computer Software Engineering

Penn State University   2003 — 2007
Bachelors, Information Science and Technology

J. Matthew Crawford J. Matthew Crawford Allentown, Pennsylvania Area Details
J. Matthew Crawford's The Vanguard Group Experience March 2008 - July 2012
Job Data Analyst, Vanguard Investor Trading Services
Industry Investment Management
Experience
Vanguard  July 2012 - Present
The Vanguard Group   March 2008 - July 2012
State Farm Insurance  September 2003 - March 2008
Morgan Stanley Dean Witter  June 2000 - September 2003

Skills
Series 7, Financial Services, Trading, Series 63, Bloomberg, Microsoft Excel, FINRA, Options, Equities, Life Insurance, Equity Trading, Mutual Funds, Investments, Financial Analysis

Education
Penn State University   1998 — 2001
B.S. Business, Finance & Management

Purdue University   1997 — 1998
Engineering

Shrie Smith Shrie Smith Greater Philadelphia Area Details
Shrie Smith's The Vanguard Group Experience June 2002 - October 2006
Job Project Manager at Independence Blue Cross
Industry Insurance
Experience
Independence Blue Cross  October 2006 - Present
The Vanguard Group   June 2002 - October 2006
The Vanguard Group   January 1999 - January 2002
The Vanguard Group   June 1997 - January 1999

Skills
Project Management, Communications Planning, Multiple Project..., Proofreading, Copy Editing, MS Project, Microsoft Office, SharePoint, Web-based Communication, Direct Mail Campaigns, Vendor Management, Marketing Communications, Newsletters

Education
Penn State University   1994 — 1997
Bachelors of Science, Marketing

Chris Corrao, DPS Chris Corrao, DPS Greater Philadelphia Area Details
Chris Corrao, DPS's The Vanguard Group Experience 1989 - 1992
Job Managing Director, State Street Corporation. Investment Management Services
Industry Financial Services
Experience
State Street Corporation  November 2009 - Present
Pace University  2008 - 2014
Morgan Stanley Investment Management  April 1992 - November 2009
The Vanguard Group   1989 - 1992

Education
Pace University   2008 — 2014
Doctoral of Professional Studies, Management & Economics

University of Pennsylvania   2004 — 2006
Master of Science, Organizational Dynamics

Temple University   1985 — 1989
BBA, Finance & Marketing

Upper Perkiomen High School   1980 — 1984

Andrew Horwitz, CFP®, JD Andrew Horwitz, CFP®, JD Harrisburg, Pennsylvania Area Details
Andrew Horwitz, CFP®, JD's The Vanguard Group Experience February 2003 - January 2009
Job
Industry Financial Services
Experience
Kish Bank  January 2009 - November 2010
The Vanguard Group   February 2003 - January 2009
The Vanguard Group   December 2000 - January 2003
The Vanguard Group   March 1999 - December 2000

Skills
Asset Managment, Estate Planning

Education
Widener University School of Law   1990 — 1993
JD, Law

Penn State University   1986 — 1990
BS, Health Policy and Administration

George Washington High School   1982 — 1986
HS Diploma, Academic

Amy Laursen Amy Laursen Greater Philadelphia Area Details
Amy Laursen's The Vanguard Group Experience 2005 - Present
Job Senior Manager at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group   2005 - Present
Accenture  1999 - 2005

Skills
Series 24, FINRA, Series 7, Series 27, Management Consulting, Change Management, Leadership, Financial Services

Education
Penn State University
BS, Mathematics

St. Joseph's University
Master of Business Administration (MBA)

Brendan Foley Brendan Foley Greater Philadelphia Area Details
Brendan Foley's The Vanguard Group Experience March 2011 - Present
Job Fixed Income Trading at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group   March 2011 - Present

Education
Penn State University   2010 — 2012
MS, Finance

Penn State University   1997 — 2001
BA, History

Penn State University   1997 — 2001
BA, International Studies

The University of Kiel

Santo Fortebuono Santo Fortebuono Greater Philadelphia Area Details
Santo Fortebuono's The Vanguard Group Experience October 2008 - July 2012
Job Head of Quant Model Development & Global Forensic Testing at Vanguard
Industry Financial Services
Experience
Vanguard  July 2012 - Present
The Vanguard Group   October 2008 - July 2012
The Vanguard Group   June 2006 - October 2008
The Vanguard Group   June 2004 - June 2006
The Vanguard Group   January 2003 - October 2004
The Vanguard Group   October 2001 - March 2003
The Vanguard Group   July 1998 - October 2001
The Vanguard Group   December 1994 - July 1998
The Vanguard Group   August 1992 - December 1994

Skills
Fixed Income, Equities, Bloomberg, Derivatives, Portfolio Management, Trading Systems, Trading, Risk Management, Options, Investments, Financial Modeling, Agile Methodologies, Mutual Funds, Securities, Financial Markets, ETFs, Alternative Investments, Analysis, Sybase, Software Project..., Quantitative Analytics, Market Data, Bonds, Quantitative Finance, Agile Project Management

Education
Penn State University   2008 — 2009
Masters of Science, Finance

Villanova University   1995 — 1998
Masters of Science, Computer Science

Penn State University   1989 — 1992
Bachelors of Science, Economics

Anthony Natale, CFA Anthony Natale, CFA Greater Philadelphia Area Details
Anthony Natale, CFA's The Vanguard Group Experience September 2001 - November 2002
Job Investment Officer, Vice President of Investment Advisor Research at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney  December 2005 - Present
Morgan Stanley Smith Barney  November 2002 - December 2005
The Vanguard Group   September 2001 - November 2002
The Vanguard Group   March 2000 - September 2001
The Vanguard Group   June 1998 - March 2000
The Vanguard Group   November 1996 - June 1998

Skills
Equities

Education
Penn State University   1992 — 1996
B.S., Finance

Jean Grace Jean Grace Greater Philadelphia Area Details
Jean Grace's The Vanguard Group Experience January 2004 - Present
Job Manager, Legal Operations
Industry Financial Services
Experience
The Vanguard Group   January 2004 - Present

Education
Penn State University
Master of Education (M.Ed.), Instructional Design, 4.0

Villanova University
Master of Arts (M.A.), English Language and Literature/Letters

Al Benneian Al Benneian Phoenix, Arizona Area Details
Al Benneian's The Vanguard Group Experience 2008 - Present
Job Investment Specialist at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group   2008 - Present
The Vanguard Group   2006 - 2008
The Vanguard Group   2005 - 2006

Education
Ottawa University
Secondary Teaching Certificate, Secondary Education

Rockford College
BFA, Theatre (Minor in English)

Western Illinois University
MFA, Theatre

Eric Broome Eric Broome Philadelphia, Pennsylvania Details
Eric Broome's The Vanguard Group Experience March 1999 - September 2001
Job Human Resources at United States Army
Industry Military
Experience
United States Army  September 2001 - Present
The Vanguard Group   March 1999 - September 2001
Cargill Inc  February 1992 - January 1999

Skills
Team Management, Leadership Development, Team Leadership, Leadership, Personnel Management, Microsoft Excel, Army, Military, Human Resources, Team Building

Education
Peirce College   2011 — 2012

University of Phoenix   1999 — 2001
Bachelor of Business Administration (BBA), Business Administration and Management, General

Rafal Tworkowski Rafal Tworkowski Broomall, Pennsylvania Details
Rafal Tworkowski's The Vanguard Group Experience August 2007 - Present
Job Software Developer at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group   August 2007 - Present
Pennsylvania State University  September 2003 - May 2005
Dataport   May 2004 - August 2004

Skills
Software Development, Java Enterprise Edition, J2EE Application..., Agile Methodologies, Spring, Subversion, Maven, Tortoise SVN, Web Services, Servlets, Eclipse, STS, RAD, Java, C/C++ STL, CSS, XML, JSON, JavaScript, jQuery, XHTML, HTML, HTML 5, SQL, Unix, Linux, OS X, Windows, Highly detail oriented, Organized Multi-tasker, Close Attention to..., Productive Teams, Dependable Team Player, Enthusiasm to learn, Works Well in Groups, Meeting objectives, Problem Solving, Creative Problem Solving, Technical Writing, Technical Communication

Education
University of Pennsylvania   2005 — 2007
Master of Science (MS), Computer Science, 3.26

Penn State University   2001 — 2005
Bachelor of Science (BS), Computer Science, 3.51

Brian Magerl, CFA Brian Magerl, CFA Greater Philadelphia Area Details
Brian Magerl, CFA's The Vanguard Group Experience February 2006 - Present
Job Project Manager at The Vanguard Group
Industry Financial Services
Experience
Vanguard  April 2013 - Present
The Vanguard Group   February 2006 - Present
Leslie's Poolmart, Inc.   April 2004 - February 2006

Skills
Fixed Income, Valuation, Equities, Project Management, Finance, Mutual Funds, Leadership, Process Improvement

Education
Pennsylvania State University-Penn State Abington   2000 — 2004
Bachelor's degree, Business - Finance Concentration

Michael Caster, CFP(R) Michael Caster, CFP(R) Scottsdale, Arizona Details
Michael Caster, CFP(R)'s The Vanguard Group Experience
Job Financial Advisor at The Vanguard Group
Industry Investment Management
Experience
The Vanguard Group  

Skills
Financial Planning, Investments, Insurance, Retirement Planning, Portfolio Management

Education
Penn State University   2004 — 2007
Bachelor's degree, Finance and Financial Management Services

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