THE VANGUARD GROUP, INC.
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: 1 (800) 528-4999 Headquarters: Valley Forge, PA Assets under management: 5.1 trillion USD (January 31, 2018) Founder: John C. Bogle Founded: May 1, 1975, Valley Forge, PA CEO: Mortimer J. Buckley (Jan 2018–)
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THE VANGUARD GROUP, INC. Employees
NetMark LLC March 2013 - December 2014
Main Line HealthCare November 2009 - March 2013
Main Line HealthCare November 2009 - December 2010
Geneva Global October 2007 - May 2008
The Vanguard Group, Inc. September 1991 - June 1995
The Vanguard Group of Investment Companies January 1991 - January 1995
Vanguard Group of Investment Companies January 1984 - January 1995
The Vanguard Group, Inc. August 1988 - September 1991
The Vanguard Group of Investment Companies January 1988 - January 1991
The Vanguard Group of Investment Companies January 1986 - January 1988
Skills
Purchasing Management, Corporate Finance, Administrative Support, Project Management, Accounting, Negotiation, Purchasing Processes, Microsoft Office, Teamwork, Microsoft Excel, Purchase Orders, Change Management, Program Management, Organizational..., Budgets, Customer Service, Purchase Management, Management, Administrative..., Team Building, Healthcare, Strategic Planning, Operations Management, Vendor Management, Training, Contract Negotiation, Purchasing, Process Improvement, PowerPoint, Contract Management, Sourcing
Education
Art Institute of Pittsburgh 2006 — 2007
2-year Certificate Program (IP)
Methacton High School 1975 — 1980
Diploma
Methacton High School Graduate
Diploma
Axiom May 2013 - Present
StyleChile Media October 2006 - Present
The Vanguard Group, Inc. August 2009 - December 2012
Dewey & LeBoeuf LLP/Dewey Ballantine LLP March 2007 - June 2009
Reed Smith LLP September 2005 - March 2007
Reed Smith LLP June 2004 - August 2004
Lehman Brothers May 2003 - August 2003
Skadden Arps June 2000 - July 2002
Skills
Corporate Law, Corporate Governance, Securities, Contract Negotiation, Private Equity, Mergers, Securities Regulation, Fashion Law, Mergers & Acquisitions, Communication, Fashion & Beauty..., Writing & Editing, Licensing, Litigation, Legal Research, Intellectual Property, Project Finance, Financial Services, Bankruptcy, Negotiation, Banking, Commercial Litigation, Due Diligence, Employment Law, Joint Ventures, Legal Advice, Privacy Law, Legal Writing
Education
University of Pennsylvania Law School 2002 — 2005
J.D., Law
University of Pennsylvania - The Wharton School 2002 — 2005
Certificate, Business and Public Policy
Brown University 1996 — 2000
B.A. with Honors
Deutsche Bank Securities April 2014 - Present
PwC September 2012 - April 2014
Bank of America September 2011 - September 2012
UBS Investment Bank August 2010 - August 2011
The Vanguard Group, Inc June 2008 - May 2010
Skills
Counterparty Risk, Credit Risk, Risk Management, Market Risk, VAR, Trading, Basel III, CCAR, ISDA, Credit Derivatives, Interest Rate..., Exchange Traded..., FX Derivatives, Enterprise Risk..., Operational Risk, Mark to Market, Credit Analysis, EEPE, EPE, PE, CE, Margin, Netting
Education
St. Mary's University College UK - School of Management
Post Graduate Certificate, International Business Management, Honors
Kutztown University of Pennsylvania
Bachelor of Science, Psychology; Industrial/Organizational Psychology
Highland Capital Management, L.P. November 2012 - December 2014
Morgan Stanley Smith Barney August 2009 - October 2012
Morgan Stanley Smith Barney March 2007 - August 2009
The Vanguard Group, Inc. October 2005 - March 2007
Nuveen Investments May 1999 - May 2004
Skills
Series 7, Series 63, Mutual Funds, Wealth Management, Retirement Planning, Separately Managed..., Series 65, Asset Allocation, Investments, ETFs, Alternative Investments, Retirement, Investment Advisory, Investment Strategies, Finance, Fixed Income, Securities
Education
University of Illinois at Urbana-Champaign - College of Business 1994 — 1998
BS, Finance
LPHS
LPHS
School name:
Aramark October 2012 - Present
KForce April 2012 - October 2012
The Vanguard Group, Inc. July 2006 - April 2012
Skills
Recruiting, Talent Acquisition, Technical Recruiting, Temporary Placement, Sourcing, Internet Recruiting, Human Resources, Resume Writing, Applicant Tracking..., Cold Calling, PeopleSoft, Contract Recruitment, Customer Service, Screening Resumes, Microsoft Excel, Training, PowerPoint, Microsoft Office, Sales, Management, Outlook, Leadership, Time Management, Employee Relations, Hiring, College Recruiting, Interviews, Performance Management, Employee Training, Onboarding, Talent Management
Education
Cabrini College 2002 — 2006
Bachelor of Arts (B.A.), History
Salesianum High School 1998 — 2002
Prudential Financial Financial Reporting SpecialistPrudential FinancialSeptember 2015 - Present
Prudential Financial May 2014 - September 2015
PFM ASSET MANAGEMENT LLC June 2012 - January 2014
UBS FINANCIAL SERVICES, INC September 2011 - March 2012
THE VANGUARD GROUP, INC May 2011 - August 2011
EASTERN PCM, LLC May 2010 - August 2010
Skills
Bloomberg Terminal, Microsoft Excel, PowerPoint, Microsoft Office, Data Analysis, Microsoft Word, Accounting, Corporate Finance, Financial Reporting, Banking, Economics, Portfolio Management, Research
Education
Temple University - Fox School of Business and Management 2008 — 2012
Bachelor's Degree, Finance
Central Dauphin East High School
High School
The Vanguard Group, Inc. October 1999 - June 2010
Vanguard 1999 - 2010
The Vanguard Group 1999 - 2010
GE Healthcare (formerly Nycomed Amersham 1995 - 1999
Skills
Computer Network...
Education
Arcadia University 1988 — 1990
B.S. Computer Science
Temple University 1968 — 1972
B.S. Math Education
Roxborough High School 1964 — 1968
United Way of Greater Cincinnati March 2013 - March 2014
Froehling & Robertson, Inc. November 2012 - February 2013
Charlotte Mecklenburg Schools August 2011 - December 2011
The Law Office of Tia G. Hartley, PLLC January 2009 - January 2011
CFC of Charleston - Charleston, SC September 2007 - October 2008
The Vanguard Group, Inc August 2007 - August 2008
Skills
Teacher Training, Mathematics, Smart Board, Multitasking Skills, Organization, Client Relations Skills, Teamwork, Team-oriented, Computers, Microsoft Excel, Social Media, Microsoft Word, Outlook, Dynamics, Marketing, CRM
Education
UNC Charlotte 2010 — 2011
Graduate Certificate Teaching, Middle School Mathematics
University of North Carolina at Wilmington 2001 — 2005
B.S; Concentration, Business Administration; Economics
The Vanguard Group May 2006 - Present
The Vanguard Group, Inc January 2000 - May 2006
The Vanguard Group December 1998 - January 2000
Vanguard February 1996 - December 1998
Skills
Investment Advisory, Series 7, Series 6, Wealth Management, Certified Financial..., Asset Management, Series 24, Personal Financial..., 401k, Asset Allocation, ETFs, Estate Planning, Finance, High Net Worth..., Investment Management, Investment Strategies, Investments, Mutual Funds, Portfolio Management, Retirement, Retirement Planning, Series 63, Series 65, Strategic Financial...
Education
Liberty University 1985 — 1989
BS, Finance
Vanguard March 2015 - Present
The Vanguard Group, Inc. January 2009 - February 2015
Vanguard January 2006 - December 2008
Vanguard January 2005 - December 2005
Vanguard January 2004 - December 2005
Vanguard January 2000 - December 2003
Vanguard June 1996 - December 1999
Manulife Financial August 1992 - June 1996
Key Business Systems August 1991 - March 1992
The Walt Disney Company August 1990 - January 1991
Skills
Project Planning, Process Improvement, Windows, Project Management, Customer Service, Training, Lotus Notes, Program Management, Leadership, Microsoft Office, Microsoft Excel, Employee Relations, Management, Budgets, PowerPoint, Team Building, Budget, Troubleshooting, Strategic Planning, Inventory Management, Coaching, Contract Negotiation, Marketing, Change Management, Operations Management, Aruba Wireless, Team Leadership, Global Management, Mentoring, Networking, ITIL, Team Management, IT Operations, Analysis, Business Analysis, Vendor Management, Technical Support, Visio, Data Analysis, Security, Telecommunications, Six Sigma, Information Technology, System Administration, Customer Satisfaction, Information Security, Cross-functional Team..., IT Management
Education
University of Phoenix 2000 — 2002
MBA, Business/Technology
Shippensburg University of Pennsylvania 1988 — 1991
Bachelor of Science (BS), Business Administration and Management, General
Financial and Tax Consulting January 2003 - Present
State Street Corporation 2011 - 2014
American University in Cairo October 2010 - March 2011
GMAC ResCap May 2008 - April 2010
The Vanguard Group, Inc. October 2000 - January 2008
Comcast Cable Communications, Inc August 1998 - October 2000
Skills
Financial Analysis, Financial Reporting, Internal Controls, Accounting, Account Reconciliation, Internal Audit, Forecasting, Variance Analysis, Tax, General Ledger, Fixed Assets, GAAP, Financial Statements, Analysis, Financial Audits, PeopleSoft, Strategic Financial..., CPA, Finance, Sarbanes-Oxley
Education
Pennsylvania State University-Great Valley Graduate Center 2011 — 2013
Masters, Master of Finance
Richard Stockton College of New Jersey 1995 — 1998
B.S., Finance
Sentry Insurance May 2013 - Present
MassMutual Financial Group January 2013 - Present
The Hartford June 2010 - December 2012
The Hartford July 2006 - September 2009
The Hartford August 2000 - January 2006
CGI CONSULTING June 1998 - June 2000
Ascensus June 1997 - June 1998
THE VANGUARD GROUP, INC January 1992 - January 1997
Skills
Retirement Planning, Mutual Funds, Estate Planning, IRA's, Charitable Giving, 529 Plans, Annuities, 401k, Retirement, Wealth Management, Series 6, Financial Planning, Series 63, Insurance Planning, FINRA Series 6, Business Planning, Wealth Transfer, Succession Planning, Pensions, FINRA, Financial Planners, Financial Services, Fixed Annuities, IRAs, Strategic Financial..., Variable Annuities, Wealth
Education
Cabrini College
Charles Schwab June 2014 - Present
THE VANGUARD GROUP, INC. July 2012 - March 2014
WELLS FARGO BANK June 2012 - April 2013
Education
University of South Carolina - The Moore School of Business 2006 — 2009
Bachelor of Science in Business Administration, Banking, Corporate, Finance, and Securities Law
National Association of Corporate Directors March 2014 - October 2014
Maven Recruiting Group July 2013 - January 2014
Obama for America August 2012 - November 2012
American Continental Group September 2011 - December 2011
U.S. Department of Labor June 2011 - August 2011
General Practice Clinic, Washington College of Law January 2011 - June 2011
Campaign Legal Center January 2011 - April 2011
Obama For America October 2008 - November 2008
The Vanguard Group Inc January 2007 - October 2008
United Way September 2007 - December 2007
Skills
Legal Research, Westlaw, Legal Writing, Legal Issues, Trial Preparation, Depositions, Analysis, Financial Services, ERISA, Employee Benefits, Statutory Interpretation, Fiduciary, Regulatory Affairs, Governmental Affairs, Legislative Affairs, Policy Analysis, Grassroots Lobbying, Project Coordination, Coalition Development, Building Relationships, Customer Engagement, Customer Service, Political Campaigns, Volunteer Recruiting, International Relations, Public Policy, Strategy, Community Organizing, Recruiting, Trials
Education
American University, Washington College of Law 2009 — 2012
Juris Doctor, Law
Brown University 2002 — 2006
Bachelor of Arts, Political Science, International Relations Track
The Vanguard Group, Inc. November 2003 - Present
TIAA-CREF June 1996 - September 2003
Education
Columbia University in the City of New York 1993 — 2001
Ph.D., Economics
Stanford University 1987 — 1991
A.B., Economics, Slavic Lang. & Lit.
Long and Foster Real Estate, Inc January 2006 - Present
The Vanguard Group, Inc October 2012 - 2013
Vertex Inc October 2011 - October 2012
Flanagan’s Preschool, Inc January 2003 - January 2005
Skills
Microsoft Office, Customer Service, Public Relations, Social Networking, Technical Writing, Public Speaking, Team Leadership, Editing, Workshop Facilitation, Creative Writing, Press Releases, Training, HTML, Social Media Marketing, Lotus Notes, Data Analysis, Market Research, Analysis, Teamwork, Windows 7, Microsoft Excel, Marketing, CRM
Education
Immaculata University 2009 — 2012
Bachelor of Science, Marketing Management
Montgomery County Community College 2007 — 2009
Liberal Studies
Methacton High School 2003 — 2007
High School, High School Diploma
Ellen Pleasants October 2014 - Present
The Vanguard Group, Inc May 2004 - December 2012
The Vanguard Group September 1997 - April 2004
Communications Consultant March 1996 - September 1997
Recording for the Blind and Dyslexic March 1994 - March 1996
BellSouth (now AT&T) May 1984 - December 1992
Skills
Creating themes and..., Marketing communications, Magazines, Marketing, Newsletters, Editing, Corporate Communications, Proofreading, Copywriting, Web Content, Writing, Storytelling, Strategic Communications, Public Relations, Marketing Communications, Internal Communications, Publicity
Education
Emory University
Bachelor of Arts (B.A.), English
Griswold Special Care June 2008 - June 2011
Shire Pharmaceutical, Inc October 2005 - December 2006
LifeWorks Associates 2001 - 2005
The Vangard Group, Inc. 1999 - 2001
The Vanguard Group, Inc. 1999 - 2001
Montell Inc. (currently LyondellBasell Industries) 1997 - 1999
Montell Inc (currently LyondellBasell Industries) 1990 - 1997
Montell Inc (currently LyondellBasell Industries) 1990 - 1994
Skills
Customer Focus, Recruiting, Coaching, Business Development, Entrepreneurship, Leadership, Change Management, Organizational..., Program Management, Training, Strategic Planning, Human Resources, Process Improvement, Healthcare, Elder Care, Customer Service, Public Speaking, Home Care, Strategy, Home Health Agencies, Healthcare Management, Management, Staff Development, Budgets, Project Management, Sales, Leadership Development, Performance Improvement, Small Business, CRM, Time Management
Education
Immaculata University 1997 — 1999
BS, Human Performance Mgmt, Psychology
Endicott College 1981 — 1983
Associates, Business Management
Brewster Academy 1977 — 1981
The Vanguard Group, Inc. September 2014 - Present
Kenexa Technology, Inc., an IBM Company April 2012 - April 2014
Skills
Litigation, Legal Research, Civil Litigation, Commercial Litigation, Legal Writing, Corporate Law, Intellectual Property, Legal Advice, Courts, Legal Assistance, Appeals, Personal Injury, Westlaw, Family Law, Arbitration, Mediation, Trials, Criminal Law, Dispute Resolution, Employment Law, International Law, Document Review, Joint Ventures, Contract Negotiation
Education
University of Pittsburgh School of Law 1986 — 1989
J.D., Law
Denison University 1982 — 1986
B.A., Economics and Political
The Vanguard Group, Inc. December 1996 - Present
Towers Perrin September 1990 - March 1994
Mid America Group April 1986 - March 1990
Skills
Datastage, COBOL, z/OS, JCL, Unix, Pension Administration, Oracle SQL, DB2, Smartstream TLM, Microfocus, Systems Analysis
Education
Computer Learning Center (Trade school, defunct) 1989 — 1990
Certificate, Mainframe COBOL
University of Wisconsin-Madison 1978 — 1982
University of Rochester 1974 — 1975
University of San Francisco January 2014 - Present
University of San Francisco School of Law and School of Management August 2012 - Present
University of San Francisco June 2011 - January 2014
Sheppard Mullin Richter & Hampton LLP August 2007 - June 2011
Drinker Biddle & Reath LLP June 2005 - August 2005
The Vanguard Group, Inc. 2004 - 2004
Commerce Capital Markets August 2001 - April 2003
Janney Montgomery Scott August 2000 - August 2001
Skills
Legal Research, Corporate Law, Research, Tax, Legal Writing
Education
New York University School of Law 2006 — 2007
LLM, Taxation
Temple University - James E. Beasley School of Law 2003 — 2006
JD, Law
Bryn Mawr College 1996 — 2000
BA, Economics
Barclays Capital October 2009 - Present
JPMorgan Chase June 2008 - October 2009
Bear Stearns June 2004 - May 2008
The Vanguard Group, Inc. June 2003 - May 2004
Education
University of Pennsylvania 1999 — 2003
Bachelor of Science in Engineering, Computer Science and Engineering
University of Pennsylvania 1999 — 2003
Bachelor of Arts, Mathematics
The Vanguard Group, Inc. October 2010 - Present
Legg Mason & Co November 2009 - October 2010
Legg Mason & Co August 2008 - November 2009
NYSE Regulation, Inc. June 2008 - August 2008
Education
University of Baltimore School of Law 2005 — 2009
Juris Doctor, Business Law
Rollins College 2000 — 2004
Bachelor's, Poltical Science
Calvert Hall
The Vanguard Group, Inc. March 2008 - Present
Janney Montgomery Scott August 2004 - March 2008
Saul Ewing LLP September 2002 - August 2004
Skills
Securities, Mutual Funds, Series 7, Litigation, Equities, FINRA, Corporate Law, Wealth Management, Investments, Asset Managment, Alternative Investments, Financial Services, Capital Markets, Licensing, Risk Management, Legal Research, Corporate Governance
Education
Temple University - James E. Beasley School of Law 1999 — 2002
Doctor of Law (J.D.), Law
St. Joseph's University 1989 — 1993
Bachelors of science, Marketing
The Vanguard Group, Inc. August 1998 - Present
Education
Saint Joseph's University 2004 — 2009
MBA
University of Hartford 1984 — 1986
AutoTrader.com June 2005 - Present
The Vanguard Group, Inc November 1999 - June 2005
IBM August 1998 - November 1999
Skills
Testing, Quality Assurance, SDLC, Process Improvement, System Testing, Test Cases, Business Analysis, Software Documentation, SQL, Project Management, Quality Center, Vendor Management, Software Quality..., SharePoint, Integration, Visio, Unix, Agile Methodologies, Test Automation, Requirements Gathering, Requirements Analysis, User Acceptance Testing
Education
Eastern Connecticut State University 1997 — 1998
Bachelors of Science, Mathematics
Georgia Institute of Technology 1989 — 1994
Bachelor's of Science, Nuclear Engineering
Duke Law School June 2011 - Present
Duke Alumni Association November 2010 - June 2011
Womble Carlyle Sandridge & Rice PLLC September 2009 - October 2010
Investors Title Insurance Company October 2006 - May 2009
Hunzeker, Lyon and Leggett, PLC March 2006 - July 2006
The Vanguard Group, Inc. June 2000 - July 2002
Skills
Litigation, Public Speaking, Legal Research, Non-profits, Nonprofits, Community Outreach, Higher Education, Corporate Law, Microsoft Office, Editing, Grant Writing, Fundraising, Volunteer Management, Public Policy, Stewardship, Alumni Relations
Education
University of Richmond School of Law 2002 — 2005
J.D.
Washington and Lee University 1996 — 2000
B.A., Journalism & French
The Vanguard Group, Inc. September 2012 - Present
Vanguard Brokerage Services July 2011 - September 2012
The Vanguard Group, Inc October 1996 - July 2011
White Horse Rugby Football Club 2003 - 2006
Consumer Credit Counseling Service July 1994 - October 1996
New York Guard January 1989 - January 1992
Shearson, Lehman, Hutton Inc. September 1986 - September 1990
Skills
Customer Service, Management, Project Management, Marketing, Analysis, Series 7, Relationship Management, CRM, Training, Series 63, Process Improvement, Leadership, Financial Planning, Finance
Education
Chaminade High School
HS, Liberal Arts
Saint John's University
BS, Communications/Business
Royal Holloway, U. of London
Special Course, Communications in Great Britain
Temple University
Masters, History
you are a contact of one of my contacts
Frost & Sullivan October 2013 - Present
The Vanguard Group, Inc. June 2011 - October 2013
China Institute December 2004 - January 2011
Skills
Fundraising, Non-profits, Nonprofits, Community Outreach, Grant Writing, Social Media, Volunteer Management, Event Planning
Education
The University of Georgia 2002 — 2004
Masters
Marist College 1998 — 2002
BA
Hillsborough High School 1993 — 1998
Geneva Worldwide February 2011 - Present
International Language Solutions January 2013 - Present
Impact Staffing June 2010 - Present
DESAI INTERPERTING SERVICES 2013 - 2014
Carla Trongone Esq August 2011 - September 2011
Arlen Specter Campaign March 2010 - May 2010
Law Offices of Cullen and Conwell December 2009 - February 2010
Kinderworks, Inc September 2006 - May 2007
Quizno's Subs January 2003 - December 2006
The Vanguard Group, Inc July 1999 - August 2002
Skills
People-oriented, Psychology, Legal, Legal Research, Recruiting, Litigation, Trials, Legal Documents, Customer Service, Management, Administrative..., Public Speaking, Payroll
Education
Temple University 2006 — 2007
Bachelor of Arts, Psychology
Lansdale School of Business 2008 — 2010
Associates, Paralegal Studies and Business Administration
Widener School of Law 2007 — 2008
Lincoln Financial Group May 2010 - Present
Symphonic Marketing, LLC January 2008 - May 2011
The Vanguard Group, Inc. 1999 - 2008
Vanguard 1999 - 2008
MacFarland Research Associates, Inc. April 1989 - March 1999
Merrill Lynch June 1987 - April 1989
Citibank 1987 - 1987
Smith Barney 1984 - 1986
Skills
Marketing Strategy, Marketing Research, Corporate Branding, Marketing Communications, Marketing Operations, Retirement Plan Services, Email Marketing, Product Marketing, Segmentation, Advertising, Pensions, Customer Insight, Integrated Marketing, Brand Architecture, CRM, Brand Development
Education
The University of Connecticut School of Business 1982 — 1985
M.B.A., Marketing
The University of Connecticut School of Business 1977 — 1981
B.S., Marketing
The Vanguard Group, Inc. August 2008 - June 2013
Cleary Gottlieb Steen & Hamilton LLP June 2006 - July 2008
BINGHAM McCUTCHEN LLP September 2005 - May 2006
Chadbourne & Parke LLP March 2002 - August 2005
Sullivan & Cromwell LLP September 1998 - March 2002
Education
Fordham University School of Law 1995 — 1998
J.D., May 1998, magna cum laude, Law
Stony Brook University 1990 — 1992
M.S., Economics
Rice University 1984 — 1985
Economics
State University of New York College at Oneonta 1979 — 1983
B.S., Economics
Fordham University School of Law
J.D., Law
Novo Nordisk June 2015 - Present
Cigna November 2013 - June 2015
Villanova University August 2012 - May 2015
Saint-Gobain April 2013 - November 2013
The Vanguard Group, Inc May 2011 - April 2013
Vanguard Group May 2006 - May 2011
Employed Household Worker May 2000 - February 2001
Skills
Project Management, Data Analysis, Analytical Skills, Access, Microsoft Excel, Human Resources, Oracle Applications, Client Consulting, Talent Management, Time Management, Training, PowerPoint, SharePoint, Public Speaking, PeopleSoft, Cognos, Resource Planning, ePRISM, Recruiting, SAP, Salesforce.com
Education
Villanova University 2012 — 2015
Master's degree, Human Resource Development, GPA 3.48
Rutgers, The State University of New Jersey-Camden 2008 — 2011
BS, Finance, Final GPA 3.07
Camden County College 2002 — 2005
AAS, Business Administration, 3.25
Drake University 2000 — 2001
Maxus Capital October 2011 - Present
Morgan Stanley Smith Barney August 2009 - October 2011
CIT Group, Inc March 2008 - March 2009
KeyCorp2006-2008 January 2006 - March 2008
GE Capital Corporation June 2000 - June 2005
The Vanguard Group, Inc August 1997 - June 2000
Education
East Carolina University
Bachelor of Science, Business Administration; Accounting
East Carolina University
The Vanguard Group, Inc. 2013 - Present
Firmenich, Inc. 2012 - 2013
PNC Bank 2010 - 2011
Heartland Payment Systems, Inc. 2009 - 2010
Fox Rothschild, LLP 2008 - 2009
Brandywine Global Investment Management 2007 - 2008
E.I. DuPont De Nemours & Company 1997 - 2007
Skills
Appeals, Intellectual Property, Legal Assistance, Arbitration, Civil Litigation, Commercial Litigation, Corporate Law, Legal Research, Legal Writing, Litigation, Trials, Hearings, Criminal Law, Bankruptcy, Employment Law, Product Liability, Personal Injury, Torts, Dispute Resolution, Document Review, Securities, Depositions, Medical Malpractice, Courts
Education
Temple University - James E. Beasley School of Law 1993 — 1996
JD, Law
University of California, San Diego
B.A., Political Science
The Vanguard Group, Inc. April 2014 - Present
Vanguard April 2006 - Present
Vanguard September 1996 - April 2006
Stradley Ronon September 1990 - August 1996
Education
Harvard Law School 1987 — 1990
J.D., Law
La Salle University 1983 — 1987
B.S., Accounting
Vanguard May 2013 - Present
Vanguard July 2010 - May 2013
The Vanguard Group Inc. May 2007 - July 2010
Vanguard January 2006 - May 2007
Vanguard October 2004 - January 2006
Vanguard March 2003 - October 2004
Vanguard August 2002 - March 2003
Skills
AML, Financial Services, Project Management, Series 7, Asset Managment, Strategic Financial..., Mutual Funds, Retirement, Securities, Microsoft Office, Asset Management, Series 63
Education
FINRA Series 6 and 63
Saint Joseph's University - Erivan K. Haub School of Business
B.S. Business Administration, Marketing
Baldi Management Group, LLC July 2013 - Present
The Vanguard Group, Inc March 1998 - June 2013
General Instruments, division of Motorola Corporation January 1986 - January 1998
Skills
Human Resources, Internal Controls, Financial Services, Microsoft Word, Project Management, Strategic Planning, Project Planning, Leadership, Management, Program Management, Performance Management, Change Management, Employee Relations, Talent Management, Training, Employee Training, Employee Benefits, Six Sigma, Process Improvement
Education
University of Phoenix 2002 — 2004
Masters of Business Administration, Global Management
Gwynedd Mercy University
Bachelor of Science, Human Resource Management & Accounting
The Vanguard Group, Inc. Executive Vice President and General CounselHealthMarkets, Inc.July 1999 - September 2006
Gardner, Carton & Douglas 1978 - 1999
Education
Harvard Law School 1975 — 1978
JD
Dartmouth College 1971 — 1975
AB, Economics/Mathematics
The Vanguard Group June 2013 - Present
The Vanguard Group, Inc. April 2010 - June 2013
The Vanguard Group, Inc July 2007 - April 2010
Fluortek April 2006 - April 2007
Skills
Accounts Payable, Budgets, Accounts Receivable, Account Reconciliation, General Ledger, Analysis, Payroll, Cash Flow, Financial Statements, Journal Entries, Financial Analysis, Accounting, Financial Reporting, Auditing, Internal Controls, Internal Audit, Invoicing, Microsoft Excel, SEC filings, Mutual Funds
Education
Bloomsburg University of Pennsylvania 2003 — 2005
B. A, Accounting
DeSales University
M.B.A, Accounting
The Vanguard Group, Inc November 2012 - Present
United Nations, Headquarters January 2011 - October 2012
General Motors Worldwide Real Estate and General Motors Mortgage Corporation November 1998 - August 2004
Skills
Risk Management, Project Planning, Operations Management, Project Management, Security Clearance, Management, Real Estate, Leases, Negotiation, Mergers, Strategic Planning, Military, Logistics Management
Education
Duquesne University School of Law 1980 — 1984
J.D, J.D and Masters International Business Management
Miami Dade Aviation November 2006 - Present
ERP Analysts 2004 - 2009
The Vanguard Group, Inc 2004 - 2006
Ohio State Univerisity July 2003 - September 2004
Corio, Inc March 2003 - July 2003
2wire 2002 - 2003
Skills
PeopleSoft, SQR, Integration, Crystal Reports, PeopleTools, PeopleCode, XML Publisher, ERP
Education
Andrews University
Avista-Centura Health April 2013 - Present
St. Anthony North Medical Pavilion-Centura Health March 2013 - Present
University of Colorado Health February 2013 - Present
Banner Thunderbird Medical Center August 2007 - September 2012
Pima Medical Institute May 2007 - May 2008
Phoenix Memorial Hospital September 2006 - June 2007
RA Sushi Bar Restaurant October 2003 - June 2005
Sysco Arizona, Inc. April 2002 - September 2003
HEAD/Penn Racquet Sports December 2000 - January 2002
The Vanguard Group, Inc. September 1999 - December 2000
Skills
Computed Tomography, ARRT, Problem Solving, Communication Skills, Coordination, Microsoft Office, PowerChart, EMR, Cerner, Patient Safety, Medical Imaging, BLS, Process Improvement, Healthcare, Customer Service, Pediatrics
Education
Pima Medical Institute 2003 — 2005
Associate of Applied Sciences, Radiographic Technology
Purdue University 1993 — 1997
Bachelor of Science, Audiology/Speech-Language Pathology
Vanguard Group, Inc February 2010 - Present
Bucks County Baseball Academy 2004 - Present
The Vanguard Group, Inc. September 1999 - February 2010
The Vanguard Group, Inc. November 1997 - September 1999
The Vanguard Group, Inc. December 1996 - November 1997
Prophet 21, Inc May 1993 - December 1996
Skills
Web Usability, UX/IA, Web Project Management, Business Analysis, Business Requirements, Process Improvement, CRM, Access, Data Analysis, Project Management, Management, Finance, Databases
Education
La Salle University 1994 — 1997
Master of Business Administration, Finance
Penn State University 1988 — 1993
BS, Finance
WiFi Intergrators for Innovations, Inc. January 2014 - Present
IT Noble, Inc. August 2012 - February 2014
SDV Solutions, Inc. March 2006 - February 2013
Worldlink Technologies September 2003 - February 2006
The Vanguard Group, Inc. August 1997 - August 2003
Phoenix Combustion, Inc. January 1996 - July 1997
FDIC August 1991 - December 1995
AIG August 1989 - July 1991
Skills
Vendor Management, Solution Selling, SaaS, Program Management, Management, Strategy, Business Development, Professional Services, Strategic Partnerships, New Business Development, Contract Management, Leadership, Competitive Analysis, Project Management, Cross-functional Team..., Contract Negotiation, RFP, Channel Partners, Managed Services, Integration, Strategic Sourcing, Sales Process, Cloud Computing, Strategic Planning, Process Improvement, Sales Operations, Key Account Management, Marketing Communications, Customer Satisfaction
Education
Pennsylvania State University 1983 — 1986
Certification
Palomar College 1980 — 1983
Bachelor of Business Administration (BBA)
Stanley Black & Decker, Inc. January 2012 - Present
Johns Hopkins Health System January 2007 - January 2012
Johns Hopkins Health System 2004 - 2006
Johns Hopkins Health Systems 2001 - 2004
Genesis Health Ventures – NeighborCare 1999 - 2000
BT Alex Brown 1998 - 1999
The Vanguard Group, Inc. 1997 - 1998
SEI Investments 1995 - 1997
ATX Telecommunications Services 1993 - 1995
Skills
SAP, Financial Accounting, SAP Implementation, Finance, Business Process..., Business Analysis
Education
The Johns Hopkins University 1999 — 2003
MBA, General
Salisbury University - Perdue School of Business 1987 — 1991
BS, Accounting and Finance
Vinylmark, LLC January 2011 - Present
The Vanguard Group, Inc July 2010 - Present
J.V. Martin, Sole-Proprietorship May 2005 - Present
Emerald Asset Management September 2009 - August 2010
Skills
Analysis, Leadership, Management, CRM, Strategic Planning, Asset Management, Portfolio Management, Business Development, Investments, Retirement Planning
Education
Boston University 2011 — 2014
Financial Planning
Millersville University of Pennsylvania 2006 — 2010
Bachelors, Financial Economics, Economics
U.S. Judiciary May 2015 - Present
Office of the Chapter 13 Trustee May 2014 - December 2014
U.S. Judiciary June 2014 - August 2014
State Street Global Advisors June 2013 - August 2013
Nova 401(k) Associates January 2011 - June 2012
Loren D. Stark Company, Inc. April 2009 - January 2011
TDH Personalized Pensions, Inc. September 2007 - December 2008
The Vanguard Group, Inc. July 2005 - September 2007
Skills
Series 6, Series 63, Pensions, Mutual Funds, 401k, Retirement, Retirement Planning, Retirement Plan..., ERISA, Defined Contribution, Defined Benefit, Profit Sharing
Education
Boston College Law School 2012 — 2015
Juris Doctor (J.D.)
Indiana University Bloomington 2003 — 2005
Master's Degree, Composition, Japanese Linguistics
Indiana University Bloomington 1999 — 2003
Bachelor's Degree, Flute Performance, Japanese Language and Literature
The Vanguard Group, Inc. December 2012 - Present
Eastman Kodak 2011 - November 2012
Eastman Kodak 2009 - 2011
Eastman Kodak 2009 - 2011
Eastman Kodak 2007 - 2009
Eastman Kodak 2006 - 2007
Skills
Intellectual Property, Patent Litigation, Intellectual Property..., Patent Portfolio..., Patent Drafting &..., Litigation, Licensing, Patents, Mediation, Corporate Law, Commercial Litigation, Strategy
Education
Syracuse University College of Law
JD, summa cum laude, with Certificate in Law, Technology & Management
University of Rochester, College of Engineering & Applied Sciences
BS, Optics
Moore Eye Care, P.C. September 2013 - Present
Moore Eye Care, P.C. September 2013 - Present
Psych Choices of the Delaware Valley August 2003 - November 2012
The Vanguard Group, Inc. July 1990 - September 1998
Skills
Medical Billing, Medical Coding, CPT, Accounts Receivable, ICD-9, Invoicing, Medical Terminology, Revenue Cycle, Accounts Payable, HIPAA, Healthcare, HCPCS, Credentialing, Healthcare Management, Practice Management, EMR, Medicare, Medical Records, Microsoft Excel, Accounting
Education
Delaware County Community College 1982 — 1984
Associate of Science (A.S.), Data Processing
Temple University 1980 — 1982