THE VANGUARD GROUP OF INVESTMENT COMPANIES
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THE VANGUARD GROUP OF INVESTMENT COMPANIES Employees
Employee
Years
Job
Industry
Robin Proctor-Thorn Robin Proctor-Thorn's THE VANGUARD GROUP OF INVESTMENT COMPANIES Experience January 1991 - January 1995
Job VP New Business Development at NetMark LLC
Industry Accounting
Experience
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
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
Wendy Nelson Bailey, CFP® Wendy Nelson Bailey, CFP®'s THE VANGUARD GROUP OF INVESTMENT COMPANIES Experience January 1994 - January 2004
Job Investment Advisor Representative and Chief Compliance Officer at Southern Capital Services Inc
Industry Financial Services
Experience
Southern Capital Services Inc November 2011 - Present
Woodmen of the World January 2011 - November 2011
First National Bank of Baldwin County October 2007 - December 2010
First Gulf Bank - Alabama May 2006 - October 2007
Morgan Stanley2005 - 2006 January 2005 - May 2006
The Vanguard Group of Investment Companies January 1994 - January 2004
Direct Investor Services - Vanguard January 2000 - January 2003
The Vanguard Group of Investment Companies January 1998 - January 2000
High Net Worth, Brokerage and Retail Services - Vanguard January 1994 - January 1998
IDS/American Express Financial Services January 1991 - January 1994
Education
College of Financial Planning 2004 — 2006
CFP, Certified Financial Planner - CFP®, Financial Planning
Arizona State University 1998 — 2000
MBA, International Management
Villanova University 1985 — 1989
B.S., Finance
Fairhope High School 1983 — 1985
COMMUNITY ACTVITIESGraduate of Scottsdale Leadership and Baldwin County Leadership
Southern Capital Services Inc November 2011 - Present
Woodmen of the World January 2011 - November 2011
First National Bank of Baldwin County October 2007 - December 2010
First Gulf Bank - Alabama May 2006 - October 2007
Morgan Stanley2005 - 2006 January 2005 - May 2006
The Vanguard Group of Investment Companies January 1994 - January 2004
Direct Investor Services - Vanguard January 2000 - January 2003
The Vanguard Group of Investment Companies January 1998 - January 2000
High Net Worth, Brokerage and Retail Services - Vanguard January 1994 - January 1998
IDS/American Express Financial Services January 1991 - January 1994
Education
College of Financial Planning 2004 — 2006
CFP, Certified Financial Planner - CFP®, Financial Planning
Arizona State University 1998 — 2000
MBA, International Management
Villanova University 1985 — 1989
B.S., Finance
Fairhope High School 1983 — 1985
COMMUNITY ACTVITIESGraduate of Scottsdale Leadership and Baldwin County Leadership
John L Sauer John L Sauer's THE VANGUARD GROUP OF INVESTMENT COMPANIES Experience January 1992 - January 2005
Job Director, Account Management at PerformRx
Industry Hospital & Health Care
Experience
PerformRx May 2014 - Present
PerformRx January 2013 - May 2014
GLAXOSMITHKLINE(GSK) January 2005 - January 2013
THE VANGUARD GROUP OF INVESTMENT COMPANIES January 1992 - January 2005
Skills
Strategy, Endocrinology, Sales, Neurology, Allergy, Management, Managed Care
Education
PENNSYLVANIA STATE UNIVERSITY 1999 — 2001
Master of Business Administration (MBA), Marketing, Entrepreneurship
University of Scranton
Bachelor of Science (BS) Health Administration, Business
PerformRx May 2014 - Present
PerformRx January 2013 - May 2014
GLAXOSMITHKLINE(GSK) January 2005 - January 2013
THE VANGUARD GROUP OF INVESTMENT COMPANIES January 1992 - January 2005
Skills
Strategy, Endocrinology, Sales, Neurology, Allergy, Management, Managed Care
Education
PENNSYLVANIA STATE UNIVERSITY 1999 — 2001
Master of Business Administration (MBA), Marketing, Entrepreneurship
University of Scranton
Bachelor of Science (BS) Health Administration, Business
Tom Russo, CFP's THE VANGUARD GROUP OF INVESTMENT COMPANIES Experience October 1991 - Present
Job Senior Investment Consultant Vanguard Institutional Advisory Services
Industry Financial Services
Experience
The Vanguard Group of Investment Companies October 1991 - Present
The Vanguard Group 1991 - Present
Vanguard 1991 - Present
Skills
Asset Managment, Separate Accounts, Wealth Management, Series 24, ETFs, Alternative Investments, Fixed Income
Education
Saint Joseph's University - Erivan K. Haub School of Business 1993 — 1996
MBA, Finance
Loyola College in Maryland 1987 — 1991
Bachelor of Business Administration (BBA), Finance, General
The Vanguard Group of Investment Companies October 1991 - Present
The Vanguard Group 1991 - Present
Vanguard 1991 - Present
Skills
Asset Managment, Separate Accounts, Wealth Management, Series 24, ETFs, Alternative Investments, Fixed Income
Education
Saint Joseph's University - Erivan K. Haub School of Business 1993 — 1996
MBA, Finance
Loyola College in Maryland 1987 — 1991
Bachelor of Business Administration (BBA), Finance, General
Francine Spinelli's THE VANGUARD GROUP OF INVESTMENT COMPANIES Experience September 1993 - June 1995
Job COO at AccelerateHER
Industry Professional Training & Coaching
Experience
AccelerateHER September 2013 - Present
Spinelli Grey LLC September 2012 - December 2013
Intific, Inc. (formerly Total Immersion Software, Inc.) March 2006 - October 2011
New York's Health & Human Service Union February 2004 - May 2004
Municipality of Anchorage Investment Advisory Committee February 2000 - October 2002
Nelson A. Rockefeller Institute of Government October 1998 - May 2001
Commonwealth of Virginia Department of the Treasury June 1995 - July 1997
The Vanguard Group of Investment Companies September 1993 - June 1995
Skills
Start-ups, Strategic Planning, Management, Project Planning, Financial Analysis, Analysis, Budgets, Human Resources, Performance Management, Leadership, Policy, Finance, Business Development, Proposal Writing, Strategy, Accounting, Program Management, Entrepreneurship
Education
Harvard University, John F. Kennedy School of Government 1991 — 1993
MPP, Business and Government Relations
University at Albany, SUNY 1984 — 1987
BS, Economics/Mathematics
AccelerateHER September 2013 - Present
Spinelli Grey LLC September 2012 - December 2013
Intific, Inc. (formerly Total Immersion Software, Inc.) March 2006 - October 2011
New York's Health & Human Service Union February 2004 - May 2004
Municipality of Anchorage Investment Advisory Committee February 2000 - October 2002
Nelson A. Rockefeller Institute of Government October 1998 - May 2001
Commonwealth of Virginia Department of the Treasury June 1995 - July 1997
The Vanguard Group of Investment Companies September 1993 - June 1995
Skills
Start-ups, Strategic Planning, Management, Project Planning, Financial Analysis, Analysis, Budgets, Human Resources, Performance Management, Leadership, Policy, Finance, Business Development, Proposal Writing, Strategy, Accounting, Program Management, Entrepreneurship
Education
Harvard University, John F. Kennedy School of Government 1991 — 1993
MPP, Business and Government Relations
University at Albany, SUNY 1984 — 1987
BS, Economics/Mathematics
Candace Cheng's THE VANGUARD GROUP OF INVESTMENT COMPANIES Experience January 2000 - June 2005
Job Senior Compliance Officer at Morningstar
Industry Financial Services
Experience
Morningstar June 2015 - Present
Standard & Poor's September 2013 - May 2015
Standard & Poor's December 2009 - August 2013
S&P Capital IQ January 2007 - December 2009
The McGraw Hill Companies June 2005 - December 2006
The Vanguard Group of Investment Companies January 2000 - June 2005
Skills
Financial Markets, Business Analysis, Project Portfolio..., Credit Risk, Financial Services, Portfolio Management, SDLC, Fixed Income, Capital Markets, Requirements Analysis, Vendor Management, Structured Finance, PMO, Business Process..., Risk Management, Financial Risk, CRM, Strategy, Integration
Education
Penn State University 2000 — 2002
MBA, Finance
Rochester Institute of Technology
Bachelor of Science, Management Information Systems
Morningstar June 2015 - Present
Standard & Poor's September 2013 - May 2015
Standard & Poor's December 2009 - August 2013
S&P Capital IQ January 2007 - December 2009
The McGraw Hill Companies June 2005 - December 2006
The Vanguard Group of Investment Companies January 2000 - June 2005
Skills
Financial Markets, Business Analysis, Project Portfolio..., Credit Risk, Financial Services, Portfolio Management, SDLC, Fixed Income, Capital Markets, Requirements Analysis, Vendor Management, Structured Finance, PMO, Business Process..., Risk Management, Financial Risk, CRM, Strategy, Integration
Education
Penn State University 2000 — 2002
MBA, Finance
Rochester Institute of Technology
Bachelor of Science, Management Information Systems
Sean Zerbey's THE VANGUARD GROUP OF INVESTMENT COMPANIES Experience May 2008 - Present
Job Analyst at The Vanguard Group of Investment Companies
Industry Financial Services
Experience
The Vanguard Group of Investment Companies May 2008 - Present
Reading Area Community College January 1999 - May 2008
The Vanguard Group December 2004 - April 2008
The Vanguard Group January 1994 - May 2003
Skills
Excel, Access, Web Analytics, SAS, PowerPoint, Budgeting, Word, MS Project, SQL, Databases, Statistics, Forecasting, Analysis, Economics, Financial Services, Analytics
Education
Saint Joseph's University - Erivan K. Haub School of Business 1995 — 1998
MBA, Finance
Kutztown University of Pennsylvania 1988 — 1992
BS, Secondary Education-Political Science
The Vanguard Group of Investment Companies May 2008 - Present
Reading Area Community College January 1999 - May 2008
The Vanguard Group December 2004 - April 2008
The Vanguard Group January 1994 - May 2003
Skills
Excel, Access, Web Analytics, SAS, PowerPoint, Budgeting, Word, MS Project, SQL, Databases, Statistics, Forecasting, Analysis, Economics, Financial Services, Analytics
Education
Saint Joseph's University - Erivan K. Haub School of Business 1995 — 1998
MBA, Finance
Kutztown University of Pennsylvania 1988 — 1992
BS, Secondary Education-Political Science
Earl Supplee's THE VANGUARD GROUP OF INVESTMENT COMPANIES Experience January 1985 - August 2001
Job Retail Professional
Industry Retail
Experience
The Home Depot 2005 - 2012
Diversified Exteriors Inc. August 2001 - January 2005
The Vanguard Group of Investment Companies January 1985 - August 2001
Skills
Accounting, Residential Roofing, LAN-WAN, System Administration, System Testing, System Architecture, Financial Accounting, Monthly Close, Year-end Close, Metal Roofing, Flat Roofing, Asphalt Shingles, Copper Roofing, EPDM Roofing, Roof Repair, Volunteer Firefighter, Church Treasurer, Church Administration, Pruning, Lawn Mowing, Gardening, Forklift Operator, Big Box, Associate Development, Planograms, Shrinkage, Store Operations
Education
Juniata College 1980 — 1984
Bachelor's degree, Accounting and General Business
The Home Depot 2005 - 2012
Diversified Exteriors Inc. August 2001 - January 2005
The Vanguard Group of Investment Companies January 1985 - August 2001
Skills
Accounting, Residential Roofing, LAN-WAN, System Administration, System Testing, System Architecture, Financial Accounting, Monthly Close, Year-end Close, Metal Roofing, Flat Roofing, Asphalt Shingles, Copper Roofing, EPDM Roofing, Roof Repair, Volunteer Firefighter, Church Treasurer, Church Administration, Pruning, Lawn Mowing, Gardening, Forklift Operator, Big Box, Associate Development, Planograms, Shrinkage, Store Operations
Education
Juniata College 1980 — 1984
Bachelor's degree, Accounting and General Business