The Vanguard Group
Industry: Investment management company
DescriptionThe Vanguard Group is an American registered investment advisor based in Malvern, Pennsylvania with over $5.1 trillion in assets under management. It is the largest provider of mutual funds and the second-largest provider of exchange-traded funds in the world after BlackRock's iShares. Customer service: 0800 032 3731 Assets under management: 5.1 trillion USD (January 31, 2018) Founder: John C. Bogle Founded: 1 May 1975, Valley Forge, Pennsylvania, United States CEO: Mortimer J. Buckley (Jan 2018–) Headquarters: Valley Forge, Pennsylvania, United States
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The Vanguard Group Employees
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
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
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
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
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
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
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
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
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.)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
eXude, Inc. 2007 - Present
The Vanguard Group 2001 - 2007
IBM Global Services 1996 - 2001
Skills
Employee Benefits
Education
Penn State University 1992 — 1996
Finance
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.)
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
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
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
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
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
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
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
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
The Vanguard Group June 2011 - Present
The Vanguard Group April 2008 - June 2011
Skills
CRM skills
Education
Penn State University 1980 — 1985
Vanguard 1999 - Present
The Vanguard Group March 1997 - Present
TransAmerica March 1996 - March 1997
First Interstate Bank November 1988 - March 1996
Education
Ottawa University
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
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
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.)
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.
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
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
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
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
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
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
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
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
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
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
The Vanguard Group 1991 - Present
Skills
Series 7
Education
Penn State University 1986 — 1991
BA, Business & Speech Communications
The Vanguard Group TrainerThe Vanguard GroupJune 2005 - July 2006
Education
Penn State University 2001 — 2003
PSSBA, Pyschology, Sociology and Business
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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