Vanguard Company

Industry: Investment management company

Description

The Vanguard Group is an American registered investment advisor based in Malvern, Pennsylvania with over $5.1 trillion in assets under management. It is the largest provider of mutual funds and the second-largest provider of exchange-traded funds in the world after BlackRock's iShares. Customer service: 0800 032 3731 Assets under management: 5.1 trillion USD (January 31, 2018) Founder: John C. Bogle Founded: 1 May 1975, Valley Forge, Pennsylvania, United States CEO: Mortimer J. Buckley (Jan 2018–) Headquarters: Valley Forge, Pennsylvania, United States

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9,967 Vanguard employees in database. Find out everything there's to know about Vanguard employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Vanguard Employees

Employee
Years
Job
Industry
Ron Eckert Ron Eckert Boerne, Texas Details
Ron Eckert's Vanguard Experience 1991 - 2000
Job Financial Services Professional
Industry Financial Services
Experience
The Eckert Homestead   August 2012 - Present
candy on main   2010 - 2012
USAA  2001 - 2010
Vanguard   1991 - 2000
Traiman Auction Company   1990 - 1991

Skills
Customer Service, Retail, Sales, Merchandising, Microsoft Office, Sales Management, Team Building, Management, Inventory Management, Microsoft Excel, Social Media, Marketing, Microsoft Word, Leadership, Training, Creative Strategy, Creative Problem Solving, Investments, Insurance, Retail Banking

Education
Albright College   1988 — 1990
Bachelor of Science (BS), Business Administration and Management, General

University of Florida   1985 — 1987
Bachelor of Science (BS), Business Administration and Management, General

P. John Paulson P. John Paulson Greater Philadelphia Area Details
P. John Paulson's Vanguard Experience January 2004 - October 2013
Job Principal at P. John Paulson, CPA
Industry Financial Services
Experience
P. John Paulson, CPA   February 1975 - Present
Vanguard   January 2004 - October 2013
Vanguard   May 1997 - January 2004
PECO Energy  November 1995 - April 1997
General Accident Insurance, USA   1980 - 1995

Skills
PMP, CISA, Business Process, Business Analysis, Requirements Analysis, Process Engineering, Requirements Gathering, MS Project, Insurance, Accounting, Visio, Excel, Business Process..., SDLC, Software Documentation, Project Management, Microsoft Excel, Microsoft Project, Vendor Management, Management, Process Improvement, Business Intelligence

Education
Villanova University   1982 — 1987
MS, Taxation

Drexel University - College of Business and Administration   1977 — 1978
MBA, Financial Management

Albright College   1970 — 1974
BS, Accounting

Deen Novelli Deen Novelli Wynnewood, Pennsylvania Details
Deen Novelli's Vanguard Experience September 2015 - Present
Job Investment Professional, MBA Candidate
Industry Financial Services
Experience
Vanguard   September 2015 - Present
Vanguard   April 2014 - September 2015
SMB-Capital  August 2013 - December 2013
Boiron  December 2012 - June 2013
Willdan  April 2011 - May 2012
AMIDEAST  October 2010 - January 2011

Skills
Arabic, Equities, Stocks, Economics, Analysis, Equity Trading, Options Strategies, Stock Option, Index Options, Equity Derivatives, CRM, Microsoft Word, Sales, Customer Service, Financial Analysis, Leadership, Microsoft Excel, Investments, Research

Education
Temple University - Fox School of Business and Management   2015 — 2018
Master of Business Administration (MBA), Finance

Alexandria University   2010 — 2011
Arabic, Arabic Language and Literature

Temple University   2006 — 2010
Bachelor of Arts, Rhetorical Studies

Ranjith Makineni Ranjith Makineni Miami/Fort Lauderdale Area Details
Ranjith Makineni's Vanguard Experience September 2008 - March 2009
Job Sr Technical Manager at Cognizant Technology Solutions
Industry Information Technology and Services
Experience
Cognizant Technology Solutions  June 2011 - Present
Motorola Mobility/Arris   June 2011 - December 2014
Wells Fargo Bank  April 2009 - May 2011
Vanguard   September 2008 - March 2009
MasterCard  March 2008 - August 2008
S1 Corporation  January 2006 - January 2008
IBM  February 2005 - January 2006
Defence Research and Development Organisation  August 2003 - January 2005

Skills
Java Enterprise Edition, DB2, Perl, Designing, Struts, Websphere, Spring, EJB, Servlets, Hibernate, JSP, Oracle, JDBC, Web Services, Agile Methodologies, SOA, Java, Ant, Weblogic, JMS, XML, SQL, J2EE Application..., Requirements Analysis, Software Project..., Eclipse, JBoss Application Server, WebSphere Application..., JUnit, SOAP, Maven, Subversion, Unix, Design Patterns, JavaScript, AJAX, JSF, UML, ClearCase, WebSphere MQ, OOAD, REST, Scrum, Integration, Web Applications, Test Driven Development, Spring Framework, WebSphere, WebLogic, Business Analysis

Education
Acharya Nagarjuna University
Bachelor of Science, Computers

Periyar University
Masters In Computer Applications, Computers

Catherine Humes Catherine Humes Greater Philadelphia Area Details
Catherine Humes's Vanguard Experience April 1998 - February 2013
Job Technical and Administrative Financial Coordinator with Expertise in Support Operations ||
Industry Financial Services
Experience
Vanguard   April 1998 - February 2013
Interactive Media  November 1996 - March 1997
QVC  June 1989 - May 1995

Skills
Training, Human Resources, Microsoft Office, Sales, Web Content Management, Public Relations, Sales Operations, Adobe Acrobat, Project Planning, Social Networking, Administrative..., Dreamweaver, Testing, HTML, Usability Testing, Editing, Administration Jobs, Workstation..., Microsoft Operating..., Access, Medical Terminology, Technical Writing, Postini spam filter, Windows, Trade Shows, Project Management, Web Content..., Sales and Marketing, Browsers, Client Acceptance..., Tealeaf, Impromptu Cognos, Delivering Technical..., E-mail training and..., Interwoven Teamsite, Leadership, Opinion Labs, Windows operating..., Adobe Reader, Microsoft Office Suite, Internal Financial..., Microsoft Virtual Server, Problem Solving, Customer Service, Strategic Planning, Management, Marketing, Financial Reporting, Proofreading, Internships

Education
Anthem Institute-Springfield
Computer Technical Support

Cabrini College
Bachelor of Arts (BA) degrees, English/Communications and Fine Art

The Chubb Institute/Anthem Institute
Diploma, Computer Technical Support

Amanda Mendez Kuntzman Amanda Mendez Kuntzman Lehighton, Pennsylvania Details
Amanda Mendez Kuntzman's Vanguard Experience August 2014 - Present
Job Senior Fiduciary Analyst at Vanguard
Industry Financial Services
Experience
Vanguard   August 2014 - Present
Norris McLaughlin & Marcus, P.A.   April 2009 - August 2014
Conexus Financial, Inc.   January 2013 - August 2014
Mosebach, Funt, Dayton & Duckworth, P.C.   October 2000 - April 2009
Lahr & Lahr Law Offices   May 1999 - October 2000
Buss, Long & Lahr Law Offices   September 1995 - May 1999

Skills
Tax, Trusts, Family Law, Estate Planning, Estate Law, Tax Preparation, Legal Writing, Legal Research, Westlaw, Estate Administration, Outlook, Microsoft Excel, Microsoft Office, Microsoft Word, Estate Tax Planning, Document Drafting

Education
Albright College   2007 — 2010
Bachelor of Science (BS), Accounting

Lehigh Carbon Community College   1994 — 2004
Associate of Arts and Sciences (A.A.S.), Paralegal Studies

Palmerton Area High School   1985 — 1989
High School Diploma, Business

Matthew Ashcroft Matthew Ashcroft Greater Philadelphia Area Details
Matthew Ashcroft's Vanguard Experience October 2011 - July 2013
Job Internal Account Executive at SEI
Industry Financial Services
Experience
SEI  July 2013 - Present
Vanguard   October 2011 - July 2013
Rodale  May 2010 - August 2010

Education
Albright College   2008 — 2011
Bachelor of Science (BS), Accounting, Economics, and Finance

Mount Saint Mary's University   2007 — 2008
Business Administration

Felix Toussaint Felix Toussaint Greater Philadelphia Area Details
Felix Toussaint's Vanguard Experience December 1999 - Present
Job Head of Creative, Institutional Marketing at Vanguard
Industry Financial Services
Experience
Vanguard   December 1999 - Present

Skills
Strategic Thinking, Management, Graphic Design, Web Design, User Experience, Multimedia, Marketing Communications, Microsoft Office, Digital Marketing, Marketing Strategy, Online Marketing, Advertising, Leadership, Mutual Funds, Marketing, Project Management, Strategy, Brand Development, Digital Strategy, Creative Direction

Education
Saint Joseph's University - Erivan K. Haub School of Business
Master of Business Administration (M.B.A.)

Hussian School of Art   1994 — 1998
Commercial and Advertising Art

Albright College
Bachelor of Business Administration (BBA)

Lusila Rivera Lusila Rivera Brownsville, Texas Details
Lusila Rivera's Vanguard Experience March 2008 - October 2013
Job Licensed Vocational Nurse at Valley Grande Institute for Academic Studies
Industry Mental Health Care
Experience
Valley Grande Institute for Academic Studies   October 2013 - January 2015
Vanguard   March 2008 - October 2013
Cleveland Clinic  January 2005 - March 2008

Skills
PowerPoint

Education
Valley Grande Institute for Academic Studies   2013 — 2015

Soth Texas Vo-Tech   2005 — 2005
Certified Nursing Assistant, Health and Wellness, General

Texas Southmost College   1980 — 1982

Homer Hanna High School   1977 — 1980
All basic subjects required to graduate, 12

Sean P. Sheridan Sean P. Sheridan Greater Philadelphia Area Details
Sean P. Sheridan's Vanguard Experience 2014 - Present
Job Retirement Plan Service Rep at Vanguard
Industry Marketing and Advertising
Experience
Vanguard   2014 - Present
PWP   January 2011 - Present
Herald Private School   October 2012 - 2013
Enterprise Rent-A-Car  May 2011 - June 2012

Skills
Sales, Marketing Strategy, Critical Thinking, Multi Tasking, Management, Sales Management, Active Learning, Listening to customers, Problem Solving, Judgment, Mentoring, Employee Training, People Skills, Health, Operations Management, Systems Analysis, Committment, Highly Dedicated, Highly personable, Love to Learn, Asking Questions, Question Answering, Microsoft Office

Education
Shippensburg University of Pennsylvania   2007 — 2011
Bachelor of Science (BS), Business Administration and Management, General

Aarhus Universitet   2009 — 2009

Malvern Preparatory School   2003 — 2007

Robert Barlow Robert Barlow Greater Philadelphia Area Details
Robert Barlow's Vanguard Experience 1994 - February 2012
Job Regional Sales Executive at GlobalSubmit
Industry Computer Software
Experience
GlobalSubmit  February 2012 - Present
Vanguard   1994 - February 2012

Skills
Relationship Management, Business Analysis, Pharmaceutical Industry, Document Management, Project Management, Account Management, eCTD, Strategy, New Business Development, Process Improvement, Cross-functional Team..., Business Development, Product Development, Salesforce.com, Solution Selling, Sales Operations, CRM, Enterprise Software, Management, Product Management, Visio

Education
Albright College
Bachelors, Business Administration

Samantha Shore Samantha Shore Greater Nashville Area Details
Samantha Shore's Vanguard Experience October 2013 - July 2015
Job Client Specialist
Industry Financial Services
Experience
Robert W. Baird & Co.   September 2015 - Present
Vanguard   October 2013 - July 2015
Leidos  February 2013 - October 2013
maxIT Healthcare, an SAIC company  August 2010 - February 2013
Delaware County Chamber of Commerce  June 2008 - August 2008
Turner Investment Partners  August 2007 - January 2008

Education
Widener University, Chester Pennsylvania   2006 — 2010
Bachelor of Science, Business Administration; Management; Marketing

Ernst-Moritz-Arndt-Universität Greifswald   2009 — 2009
English Language and Literature, General

Nilay Gandhi Nilay Gandhi Austin, Texas Area Details
Nilay Gandhi's Vanguard Experience October 2010 - March 2011
Job Sharepoint Consultant at Munich Reinsurance America, Inc.
Industry Insurance
Experience
Munich Reinsurance America, Inc.   July 2014 - Present
Rich Products Corporation  January 2012 - July 2014
Global Foundries  March 2011 - January 2012
Vanguard   October 2010 - March 2011
Corptax Inc  February 2010 - October 2010
NSS Solutions   June 2006 - June 2008

Skills
SharePoint, Microsoft SQL Server, ASP.NET, C#, .NET, Visual Studio, Microsoft Office..., Databases, Web Services, Agile Methodologies, SharePoint Designer, SSRS, Web Applications, CSS, SDLC, Business Intelligence, InfoPath, Integration, LINQ, Software Documentation, SharePoint Server, SQL, JavaScript, XML

Education
New York Institute of Technology   2008 — 2009
Master’s Degree, Computer Science

Dr. D.Y. Patil Pratishthan's Padmashree Dr. D.Y.Patil Institute Of Engineering and Technology   2003 — 2006
Bachelor's Degree, Computer Engineering

Janine Sharp Janine Sharp Greater Philadelphia Area Details
Janine Sharp's Vanguard Experience 1999 - 2002
Job Executive Administrative Assistant
Industry Education Management
Experience
Star Career Academy  March 2015 - Present
Protocall  June 2014 - March 2015
Enviromed Corp   2008 - 2013
Vanguard   1999 - 2002

Skills
Accounts Payable, Accounts Receivable, Accounting, Account Reconciliation, General Ledger, Financial Reporting, Payroll, QuickBooks, Journal Entries, Bookkeeping, Invoicing, Bank Reconciliation, Accruals

Education
Empire Beauty School-State College   2004 — 2005
License, Cosmetology, Barber/Styling, and Nail Instructor

Pennsylvania College of Technology   1990 — 1992
Associate of Arts (A.A.)

Jacqueline Van Tull Jacqueline Van Tull Charlotte, North Carolina Details
Jacqueline Van Tull's Vanguard Experience March 2005 - June 2006
Job Executive Assistant Contractor with Randstad Work Solutions
Industry Staffing and Recruiting
Experience
Randstad Work Solutions  June 2009 - Present
Berkshire Hathaway HomeServices Carolinas Realty  January 2007 - February 2009
Vanguard   March 2005 - June 2006
Guaranteed Personnel Services, Inc   August 2004 - February 2005
TIAA-CREF  May 1995 - April 2004
TIAA-CREF  May 1995 - March 2001
Applied Graphics Technologies  January 1989 - May 1995
Way Color   January 1989 - September 1990

Skills
Proficient in Microsoft..., Outlook, and Internet,...

Education
University of Phoenix   2005 — 2006
Business Management

Adelphi University

Mikhail Matveyev Mikhail Matveyev Greater Philadelphia Area Details
Mikhail Matveyev's Vanguard Experience February 2007 - October 2007
Job Sr. Enterprise Cloud Services Engineer at Hewlett Packard Enterprises
Industry Information Technology and Services
Experience
Hewlett-Packard  December 2011 - Present
First Quality  March 2009 - February 2015
eBay Enterprise  2012 - 2013
Private Company  February 2011 - November 2011
Comcast Interactive Media  August 2010 - January 2011
Exelon Power Team  October 2007 - March 2009
Vanguard   February 2007 - October 2007
National Digital Medical Archive  June 2006 - February 2007
Alcatel-Lucent  February 2005 - May 2006
KUSS-1 SRO   July 2004 - November 2005

Skills
NetApp Filers, Linux server..., Unix Administration, NFS, Solaris, Nagios, HP-UX, DNS, Linux System..., AIX, Unix, TCP/IP, Linux, Servers, Disaster Recovery, VMware, IT Management, Data Center, Firewalls, Apache, Virtualization, Perl, SAN, VMware ESX, Shell Scripting, Bash, RedHat, System Administration, Cluster, Cisco Technologies, Operating Systems, Windows Server, VPN, Cloud Computing, Storage Area Networks, Security, CentOS, Switches, RHEL, Unix Shell Scripting, Citrix, NetApp, HP, NAS, Integration, Netbackup, Routers, Red Hat Linux, Hardware, Troubleshooting

Education
Kazahskij Nacionalnij Tehnièeskij Universitet im K.I. Satpaeva   1995 — 2000
Bachelors, System Analyst

Technical College No 13   1988 — 1991
Technical, Radio-electronic equipment and tools

Rodica Bestider Rodica Bestider Bethlehem, Pennsylvania Details
Rodica Bestider's Vanguard Experience October 1997 - September 1999
Job SAP Project Manager at IMS Health
Industry Accounting
Experience
IMS Health  November 2011 - Present
IMS Health, Inc  September 2001 - January 2012
Alco Industries Inc.   October 1999 - September 2001
Vanguard   October 1997 - September 1999
ST. JOHN’S EPISCOPAL CHURCH   October 1996 - August 1997

Skills
Hyperion Enterprise, Account Reconciliation, Accounting, SAP, Sarbanes-Oxley Act, Accounts Payable, Finance

Education
Academia de Studii Economice din București   1988 — 1993
BS, Business Management

Helen Kolodiy Helen Kolodiy Greater Philadelphia Area Details
Helen Kolodiy's Vanguard Experience May 2014 - Present
Job Data Analyst at Vanguard
Industry Investment Management
Experience
Vanguard   May 2014 - Present
Vanguard   December 2012 - April 2014
Vanguard   October 2011 - December 2012
Vanguard   September 2010 - October 2011
West Regional Board of JSB BROKBUSINESSBANK   May 1995 - October 2005

Skills
Banking, Financial Analysis, Risk Management, Derivatives, Financial Modeling

Education
Pennsylvania State University-Great Valley Graduate Center   2009 — 2010
Masters, Finance, GPA 3.87

Institute of Regional Research of the National Academy of Sciences of Ukraine   2005 — 2008
PhD, Candidate of Sciences, Economic Science

Lviv Academy of Commerce   1989 — 1994
BSc, Engineer-Economist

Charles Gurtizen, MPA Charles Gurtizen, MPA Greater Philadelphia Area Details
Charles Gurtizen, MPA's Vanguard Experience March 2014 - Present
Job Transaction Specialist in Human Resources at Vanguard
Industry Financial Services
Experience
Vanguard   March 2014 - Present
Vanguard   March 2013 - March 2014
Vanguard   November 2010 - March 2013
Vanguard   March 2008 - November 2010
Vanguard   April 2007 - March 2008
Inhouse Services   October 2006 - April 2007
Main Line Health  January 2006 - April 2006

Skills
Training, Call Center, Quality Assurance, Auditing, Press Releases, 401k, Data Analysis, PeopleSoft, Microsoft Office, Research, Interviews, Leadership, Team Building, Management, Nonprofits, Microsoft Excel, Public Speaking, Customer Service, Employee Benefits

Education
West Chester University of Pennsylvania   2010 — 2012
Masters of Public Administration, Human Resources

Alvernia College   2002 — 2006
Bachelor of Arts, Communications; Journalism Emphasis

Elizabeth Moyer Elizabeth Moyer Greater Philadelphia Area Details
Elizabeth Moyer's Vanguard Experience September 2014 - November 2014
Job Mutual Fund Analyst II at SEI
Industry Financial Services
Experience
SEI  December 2014 - Present
Vanguard   September 2014 - November 2014
Univest Bank and Trust Co.  November 2013 - August 2014
Univest Bank and Trust Co.  June 2012 - November 2013
Univest Bank and Trust Co.  June 2011 - June 2012
Univest Bank and Trust Co.  September 2010 - June 2011
Univest Bank and Trust Co.  November 2009 - September 2010
Univest Bank and Trust Co.  November 2008 - November 2009
Sovereign Bank  July 2007 - October 2008
Sovereign Bank  July 2006 - July 2007

Skills
Analysis, Active Listening, Banking, Microsoft Office, Customer Service, Consumer Banking, CRM, Commercial Banking, Client Presentation, Data Analysis, Presentation Development, Training, Retail Banking, Credit, Loans, Leadership, Consumer Lending, Finance, Business Development, Management, Loan Origination, Portfolio Management, Insurance, Financial Analysis, Customer Retention, Wealth Management, Sales Management, Commercial Lending, Small Business Lending, Branch Management

Education
Albright College   2002 — 2006
Bachelors of Arts, Political Science

Bucks County Community College   2010 — 2010
Continuning Education

Matthew Zillhardt Matthew Zillhardt Bethlehem, Pennsylvania Details
Matthew Zillhardt's Vanguard Experience August 2012 - April 2013
Job UX / UI Designer wants to see you realize your goals
Industry Information Technology and Services
Experience
The Alternative Gallery   February 2014 - Present
Bank of America Merrill Lynch  June 2014 - July 2015
eBay Enterprise  June 2013 - December 2013
anywhere  May 2013 - June 2013
Vanguard   August 2012 - April 2013
internet  January 2012 - August 2012
Trinty Direct   December 2009 - December 2011
BAYADA Home Health Care  July 2009 - December 2009
MattZ Design   May 2008 - December 2009
LexisNexis  February 2009 - April 2009

Skills
User Interface Design, User Experience, CSS, jQuery, HTML 5, Web Design, JavaScript, Dreamweaver, SEO, Email Marketing, Flash, CMS, User Interface, Front-end, HTML5, CSS3, HTML, HTML + CSS, XHTML, Advanced CSS, Photoshop, Accessibility, Adobe Creative Suite, Web Development, LESS, Email Design, JavaScript Libraries, InDesign, PHP, Bootstrap

Education
Albright College   1999 — 2003
Bachelor of Arts (B.A.), Digital Arts

Jim Warwick Jim Warwick Greater Philadelphia Area Details
Jim Warwick's Vanguard Experience April 2011 - July 2012
Job UX and Next Generation Platform Developer @ BrickSimple
Industry Internet
Experience
BrickSimple LLC  October 2013 - Present
Anthropologie  July 2012 - October 2013
Vanguard   April 2011 - July 2012
Hill International  September 2007 - April 2011
Trader Joe's  June 2002 - August 2007
Franklin and Marshall College  September 2001 - May 2002

Skills
User Experience, Web Design, User Interface Design, CSS, jQuery, JavaScript, HTML 5, Usability, Interaction Design, Illustrator, Photoshop, WordPress, Multimedia, Graphic Design, InDesign, Logo Design, SharePoint, Layout, ActionScript, PHP, Web Development, Wireframes, JSON, After Effects, Information Architecture, Rapid Prototyping, AJAX, XML, Object Oriented Design, Google Maps API, Polymaps, HTML, Web Applications, HTML5

Education
Academy of Art University   2009 — 2015
MFA, Web Design + New Media

Franklin & Marshall College   1998 — 2002
B.A., Studio Art, Business Management, Computer Science

James Cook University

James Cook University

Nevin Gleason Nevin Gleason New York, New York Details
Nevin Gleason's Vanguard Experience June 2014 - May 2015
Job Client Sales and Service Officer at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   May 2015 - Present
Vanguard   June 2014 - May 2015
Independent Securities Trader   June 2010 - July 2014
N.D.G. Logistics, L.L.C.   May 2011 - June 2014
UNC Kenan-Flagler  August 2012 - May 2014
University of North Carolina at Chapel Hill  August 2011 - May 2014
Traverse Partners   June 2011 - August 2011
Computer Pros on Call   June 2008 - August 2008

Skills
Options, Technical Analysis, Equity Trading, ETFs, Equities, Leveraged Finance, Capital Markets, Equity Research, Trading, Investments, Securities, Financial Analysis

Education
University of North Carolina at Chapel Hill   2011 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Investments

Manchester Business School   2013 — 2013
Business Administration and Management, General

LNHS

LNHS

LNHS

Eduardo Bowersox Eduardo Bowersox Reading, Pennsylvania Area Details
Eduardo Bowersox's Vanguard Experience October 2014 - Present
Job Finance Manager IT Business Planning & Reporting at Vanguard
Industry Financial Services
Experience
Vanguard   October 2014 - Present
Ahold  August 2011 - October 2014
Ahold  May 2010 - August 2011
Ahold  June 2008 - May 2010
Ahold  October 2007 - June 2008
Ahold  May 2005 - October 2007

Skills
ROI Optimization, Performance Benchmarking, Cost Savings Strategies, Long Term Business..., Budgets, Analysis, Finance, Financial Reporting, Microsoft Office, Microsoft Excel, Valuation, Financial Analysis, Accounting, Auditing, Hyperion HFM, Essbase, Forecasting, Management, Variance Analysis, Mergers & Acquisitions, Marketing

Education
Lebanon Valley College   2006 — 2008
Master of Business Administration (MBA), Finance

Albright College   2000 — 2004
Bachelor's Degree, Accounting

Jane Leach Jane Leach Scottsdale, Arizona Details
Jane Leach's Vanguard Experience February 2014 - Present
Job Flagship Relationship Manager at Vanguard
Industry Marketing and Advertising
Experience
Vanguard   February 2014 - Present
Investment Marketing Services   January 2012 - Present
Palo Verde Capital   January 2011 - January 2012
Cole Real Estate Investments  April 2009 - January 2011
ING  July 2002 - April 2009
Bear Stearns  June 1985 - June 2002

Skills
Marketing Strategy, Corporate Communications, Email Marketing, Product Marketing, Direct Marketing, Social Networking, Public Relations, Mutual Funds, Advertising, Management, Marketing, Marketing Management, Integrated Marketing, Demonstrated success..., Exceptional..., Strong program..., Real Estate, Brand Development, Leadership, Event Planning, Event Management, Strategic Planning, Cross-functional Team..., Digital Marketing, Budgets, Product Management, Project Management, Sales, Strategy, Investments, Forecasting, Market Research, Online Marketing, Financial Services, Entrepreneurship, Business Development, CRM, Business Planning, Social Media Marketing

Education
Adelphi University
BBA, Finance

Andrew Culp Andrew Culp Phoenix, Arizona Details
Andrew Culp's Vanguard Experience October 2013 - Present
Job Client Relationship Associate at Vanguard
Industry Financial Services
Experience
Vanguard   October 2013 - Present
Chipotle Mexican Grill  March 2012 - March 2013
Central College  November 2011 - March 2012
California Pizza Kitchen  December 2010 - November 2011
Christian Opportunity Center  March 2009 - September 2010
California Pizza Kitchen  March 2005 - January 2009
Manuel's Mexican Restaurant  January 2004 - March 2005
Chas Roberts Air Conditioning, Inc.   May 2002 - October 2003

Skills
Customer Service, Mortgage Banking, Customer Retention, Culinary Skills, Restaurants, Investments, Finance, Customer Experience, Financial Services, CRM databases, Food Service, Food Service Operations, Microsoft Word, Microsoft Excel, Outlook, Performing Arts, Restaurant Management, Restaurant Reviews, NYLX, Film, Independent Film, Film Criticism, Film Production, Stage Direction, Directing, Travel Arrangements, World Travel, Travel Writing, Musical Theatre, Consulting

Education
Arizona State University   2005 — 2007
B.A., Interdisciplinary Arts and Performance

Arizona Culinary Institute   2011 — 2012
Culinary Arts, Baking and Restaurant Management

Jim Horvath Jim Horvath Glendale Heights, Illinois Details
Jim Horvath's Vanguard Experience July 1998 - June 2002
Job Manager at Truenorth
Industry Retail
Experience
Truenorth  November 2012 - Present
Home Line Furniture  February 2003 - April 2011
Vanguard   July 1998 - June 2002

Skills
Customer Service, Sales, Logistics, Purchasing, Inventory Management, Team Building, Merchandising, Process Improvement, New Business Development, Strategic Planning, Product Development, Microsoft Office, Sales Management

Education
American Academy of Art

Chandra Putta Chandra Putta Herndon, Virginia Details
Chandra Putta's Vanguard Experience April 2007 - August 2010
Job Sr ETL Developer at gategroup
Industry Information Technology and Services
Experience
gategroup  July 2013 - Present
Delasoft Inc  August 2010 - Present
American Red Cross  February 2011 - June 2013
Danya International  August 2010 - January 2011
Vanguard   April 2007 - August 2010
UST Global  February 2006 - August 2010
Anthem Blue Cross  October 2006 - April 2007
Lehman Brothers  February 2006 - October 2006
Wipro Technologies  June 2004 - January 2006
Tata Consultancy Services  March 2003 - May 2004

Skills
Informatica, Data Warehousing, ETL, PL/SQL, Autosys, Data Integration, Data Profiling, Teradata, Business Objects, Data Modeling, Business Intelligence, Unix, Unix Shell Scripting, Oracle, Requirements Analysis, SQL, DB2, Microsoft SQL Server, Data Quality, Testing, Databases, Data Management, Shell Scripting, SDLC, Data Marts, Performance Tuning, Requirements Gathering, Database Design, Cognos, Data Migration, OBIEE, Crystal Reports

Education
Bharathidasan University   2000 — 2002
MSc, Computers

Nagarjuna University
Bachelor of Business Management (BBM), Management

Nagarjuna University
Business Management, Business Management

Don Rieck Don Rieck Telford, Pennsylvania Details
Don Rieck's Vanguard Experience January 2015 - Present
Job Portfolio Implementation Associate at Vanguard
Industry Marketing and Advertising
Experience
Vanguard   January 2015 - Present
Gretz Beer Co.   August 2014 - January 2015
Mari's 6 Pac 'N' Mor   December 2013 - June 2014
JK Sporting Goods   June 2009 - June 2014
IMConsultants, Inc.   September 2014 - 2014
Shirts For Greeks  May 2012 - August 2013

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Windows, Event Planning, Time Management, Team Leadership, Social Networking, Facebook, Marketing, Leadership

Education
Albright College   2010 — 2014
Bachelor of Science (B.S.), Business Administration, Marketing and Management

Hema Rana Hema Rana Greater Philadelphia Area Details
Hema Rana's Vanguard Experience February 2015 - Present
Job Fund Financial Analyst at Vanguard
Industry Banking
Experience
Vanguard   February 2015 - Present
Vanguard   March 2014 - February 2015
Vanguard   October 2011 - March 2014
Wachovia, A Wells Fargo Company  April 2010 - October 2011
Wachovia Bank  April 2008 - April 2010

Skills
Auditing, Analysis, Banking, Training, Internal Audit, Accounting, Financial Modeling, Risk Management

Education
Albright College   2009 — 2011
Bachelors, Accouting

M.S.University   2003 — 2006
Bachelors, Accounting and Finance Management

Lareca Whitfield Lareca Whitfield Lancaster, Pennsylvania Area Details
Lareca Whitfield's Vanguard Experience January 2009 - July 2011
Job Accounting Associate III at The Performance Group/CNH Industrial
Industry Consumer Goods
Experience
The Performance Group/CNH Industrial   May 2014 - Present
Ignite - Turning Energy into Income  October 2010 - July 2013
Vanguard   January 2009 - July 2011
Vanguard   August 2005 - January 2009
Vanguard   January 2005 - August 2005
Vanguard   December 2000 - January 2005
Kelly Services/New Holland NA   July 2000 - December 2000
US Navy  October 1995 - October 1998

Skills
Entrepreneurship, Team Building, Leadership, Customer Service, Public Speaking, Process Improvement, Risk Assessment, Business Continuity, Business Continuity..., Financial Accounting

Education
Albright College   2004 — 2007
Bachelor's degree, Accounting, 3.0

Consolidated School of Business-Lancaster   1998 — 2000
Associate's degree, Computerized Office Management, 3.81

Riky Serrano Riky Serrano Peoria, Arizona Details
Riky Serrano's Vanguard Experience January 2015 - March 2015
Job IT Support Manager IMH Financial Corporation
Industry Information Technology and Services
Experience
IMH Financial Corporation  March 2015 - Present
Vanguard   January 2015 - March 2015
Standard Chartered Bank  September 2009 - April 2014
Standard Chartered Bank  January 2005 - January 2009

Skills
Hardware Diagnostics, Systems Engineering, Troubleshooting, Project Management, Risk Management, Integration, Telecommunications, Process Improvement, Hardware, Electronics, Derivatives, FX Options, Banking, R&D, ITIL, Windows 7, Speaker Bus, Reuters, EBS, Bloomberg, iPhone Support, BMC Remedy, Microsoft Exchange, Disaster Recovery, Management, Technical Support, Networking, Financial Markets, Active Directory

Education
Saint Peter's University   1999 — 2001
Bachelor's of Science, Information Technology

PC Tech Learning Center   2002 — 2003
NES Network Engineering Specialist, Information Technology

Bayonne High School   1990 — 1994

Michele Legrande Michele Legrande Greater Philadelphia Area Details
Michele Legrande's Vanguard Experience July 2014 - Present
Job AP Supervisor at Vanguard
Industry Financial Services
Experience
Vanguard   July 2014 - Present
Vanguard   2006 - 2015

Skills
Team Building, Financial Analysis, Accounting, Financial Services, Finance, Account Reconciliation, Budgets, Strategic Planning, Trading, Financial Reporting, Mutual Funds, Equities, Microsoft Office

Education
Alvernia University

Megan Vogt Megan Vogt Baltimore, Maryland Area Details
Megan Vogt's Vanguard Experience June 2013 - July 2014
Job Accounting Manager at Rugged Science
Industry Financial Services
Experience
Rugged Science   July 2014 - Present
Vanguard   June 2013 - July 2014
NAG Marine   May 2012 - August 2012

Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Public Speaking, Teamwork, Financial Analysis, Accounting, Time Management, Facebook, Event Planning, Leadership, Investments

Education
Loyola University Maryland Sellinger School of Business and Management   2015 — 2017
Master of Business Administration (M.B.A.)

Clemson University   2009 — 2013
Bachelor of Science (BS), Financial Management

Hannah Kleponis Hannah Kleponis Greater Philadelphia Area Details
Hannah Kleponis's Vanguard Experience April 2013 - May 2014
Job Property Assistant at Newmark Grubb Knight Frank
Industry Public Relations and Communications
Experience
Newmark Grubb Knight Frank  March 2015 - Present
KeystoneCare LLC   May 2014 - March 2015
Vanguard   April 2013 - May 2014
Invivid Media   2012 - 2013

Skills
Social Media, Facebook, Social Media Marketing, Photoshop, PowerPoint, Public Relations, Marketing, Marketing Communications, Microsoft Office, Microsoft Excel, Microsoft Word, Illustrator, Social Networking, Google Analytics, Nonprofits, Marketing Strategy, Online Marketing, Brand Development, Brand Management, Adobe Creative Suite, Organizational...

Education
Pennsylvania State University-Brandywine   2009 — 2012
Bachelor of Arts (B.A.), Corporate Communications and Global Studies, 3.5

Angel Kelley Angel Kelley Philadelphia, Pennsylvania Details
Angel Kelley's Vanguard Experience June 2008 - November 2008
Job
Industry Hospital & Health Care
Experience
Wesley Enhanced Living  February 2014 - Present
Independence Blue Cross  June 2014 - September 2014
Greenhouse Internist   June 2011 - April 2014
Vanguard   June 2008 - November 2008
McGuire Air Force Base  February 2008 - June 2008
Andorra Woods Healthcare   July 2005 - February 2006

Education
Eastern Center for Arts and Technology   2015 — 2016
LPN

Lincoln Technical Institute-Philadelphia   2004 — 2005
Allied Health and Medical Assisting Services

Metropolitan Career Center Computer Technology Institute   1994 — 1994
Health Information/Medical Records Technology/Technician

Joshua Grandy Joshua Grandy Greater Philadelphia Area Details
Joshua Grandy's Vanguard Experience February 2013 - April 2014
Job Public Relations & Strategic Communications Professional
Industry Public Relations and Communications
Experience
Corporate Insight  July 2015 - Present
Lincoln Financial Group  May 2014 - February 2015
Vanguard   February 2013 - April 2014
Vanguard   June 2008 - February 2013
Berks County Living Magazine  October 2007 - December 2008
Vanguard   May 2007 - June 2008
Connor Communications, Conshohocken, Pa.   January 2007 - May 2007
Albright College  September 2005 - May 2007

Skills
Copy Editing, Corporate Communications, Public Relations, Blogging, Media Relations, Crisis Communications, Community Relations, Strategic Communications, Speech Writing, Editing, Integrated Marketing, Press Releases, Proofreading, Advertising, Marketing, Social Media, Leadership, Newsletters

Education
Villanova University   2009 — 2014
Certificate of Graduate Study, Strategic Communications

Albright College   2005 — 2007
Bachelor of Science, Business Administration - Marketing / Corporate Communications

Montgomery County Community College   2002 — 2004
Associate of Science, Business Administration

Lilly Fleming Lilly Fleming Warsaw, Indiana Details
Lilly Fleming's Vanguard Experience May 2015 - July 2015
Job College to Corporate Intern at Vanguard
Industry Marketing and Advertising
Experience
Vanguard   May 2015 - July 2015
Biomet  July 2014 - August 2014
Miller's Health Systems  December 2013 - February 2014
Gema Tours   June 2013 - June 2013
Biomet  June 2012 - August 2012
Biomet  January 2012 - May 2012
Biomet  August 2011 - January 2012

Skills
Spanish, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Time Management, Leadership, Team Leadership, Data Analysis, Marketing, Editing, Critical Thinking, Communication, Social Media, Public Speaking

Education
Purdue University - Krannert School of Management   2012 — 2016
Krannert School of Management Marketing & International Business

University of Canterbury
Certificate of Proficiency, Commerce

National Chengchi University
Asian Emerging Markets and Economics

Universidad de Cartagena
Globalization Studies, Spanish

Indiana University Foreign Language Honors Program in Oviedo, Spain
Spanish Language and Literature

Kevin Lett Kevin Lett Las Cruces, New Mexico Area Details
Kevin Lett's Vanguard Experience September 2008 - August 2009
Job Engineer 1 at Jacobs Technology
Industry Aviation & Aerospace
Experience
Los Alamos National Laboratory  January 2013 - July 2013
New Mexico State University  August 2005 - December 2012
New Mexico State University  December 2011 - May 2012
Vanguard   September 2008 - August 2009

Skills
Matlab, Finite Element Analysis, Unigraphics, ProE Wildfire, Geometric Dimensioning..., Engineering Economics, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Tutoring, Japanese Language..., Stress Testing, Fluid Mechanics, Fluid Dynamics, Wind Tunnel Testing, Statistics

Education
New Mexico State University   2009 — 2013
Bachelor's Degree, Aerospace Engineering, 3.85/4.00 Honors

Chukyo University   2007 — 2007
Study Abroad, Japanese Culture, Language, Business Practices

New Mexico State University   2003 — 2007
Bachelor's Degree, International Business and Finance Double Major, 4.00/4.00 High Honors

Brian Hannon Brian Hannon Greater Philadelphia Area Details
Brian Hannon's Vanguard Experience November 2012 - Present
Job Change Management & Communications Manager at Vanguard
Industry Financial Services
Experience
Vanguard   November 2012 - Present
Vanguard   2010 - 2012
Vanguard   2007 - 2010
Vanguard   1999 - 2007
Alvernia College  1996 - 1999
Daily Local News  1990 - 1996

Skills
Corporate Communications, Marketing Communications, Internal Communications, Change Management, Editing, Project Management, Strategic Communications, Financial Services, Content Management, Management, Marketing Strategy, News Writing, Speech Writing, Communication, Crisis Communications, Strategic Planning, Advertising, Communication Training, Public Relations, Communication Skills, Financial Markets, People Management, Leadership, Press Releases, Marketing, Writing, Process Improvement, Social Media, Newsletters

Education
Penn State University
Bachelor of Arts (B.A.), Communication and Media Studies

Alvernia College
Master of Business Administration (M.B.A.), Business Administration and Management

Cornell University
Certificate Program, Change Leadership

Kevin A Jones Kevin A Jones Greater Philadelphia Area Details
Kevin A Jones's Vanguard Experience July 2014 - November 2014
Job Finance
Industry Financial Services
Experience
Hertz  March 2013 - February 2015
Vanguard   July 2014 - November 2014
City Year  August 2013 - May 2014
Grassroots Promotions, LLC   November 2009 - December 2012
Organizing for America  September 2012 - November 2012
Morehouse College Student Health Center   September 2010 - May 2012
Atlanta University Center Council   January 2011 - January 2012
Democratic Party of Georgia  September 2010 - November 2010
Neumann University Basketball Team   August 2008 - May 2010

Skills
Community Outreach, Microsoft Office, Event Planning, PowerPoint, Leadership, Public Speaking, Training, Customer Service, Volunteer Management, Event Management, Microsoft Word, Program Management, Series 7, Social Media, Series 63, Microsoft Excel, Teamwork, Team Leadership, Marketing, Management, Nonprofits, Project Management, Data Analysis, Fundraising, Social Networking, Sales, Government, Public Relations, English, Project Planning, Data Entry, Critical Thinking, Youth Development, Mentoring, Accounting, Financial Modeling, Community Organizing, Recruiting

Education
Morehouse College   2009 — 2012
Bachelor of Arts (B.A.), Business Administration and Management, General

Rajamangala University of Technology Krungthep   2011 — 2011
Study Abroad

Neumann University   2007 — 2009

Charla Coleman Charla Coleman Charlotte, North Carolina Area Details
Charla Coleman's Vanguard Experience October 2013 - Present
Job Supervisor at Vanguard
Industry Financial Services
Experience
Vanguard   October 2013 - Present
Vanguard   June 2012 - October 2013
Vanguard   October 2010 - May 2012

Skills
Leadership, Coaching, Customer Service, Communication, Public Speaking, Conceptual Thinking, Series 7, Series 63, Series 6, Project Management, Event Planning, Detail Oriented, Problem Solving

Education
University of South Carolina Upstate   2006 — 2010
Bachelor of Science Business Administration (B.B.A.), Finance and Economics

American Business School Paris
Study Abroad, International Business

Matthew Matula Matthew Matula Coopersburg, Pennsylvania Details
Matthew Matula's Vanguard Experience November 1996 - November 2000
Job Sr. Retirement Plan Consultant Client Services
Industry Human Resources
Experience
Ascensus  May 2015 - Present
ADP  September 2013 - May 2015
CIGNA Group Insurance  October 2010 - February 2012
Personal Leave  January 2008 - September 2010
Ascensus (Formerly BISYS)   March 2007 - August 2007
HP Enterprise Services (Formerly EDS)   October 2005 - November 2006
Philadelphia Insurance Companies  August 2004 - August 2005
Morgan, Lewis & Bockius LLP   June 2003 - January 2004
NCO Group (Formerly RMH Teleservices)   November 2000 - June 2002
Vanguard   November 1996 - November 2000

Skills
Customer Service, Investments, Insurance, 401k, Operations Management, Account Management, Change Management, Program Management, Management Consulting, Key Account Management, OMNI, Visio, Employee Benefits, Resource Management, Business Process, Outlook, Lotus Notes, Marketing Communications, Banking, Microsoft Office, Project Management, Business Process..., Management, Process Improvement, Training, SharePoint, Leadership, Analysis, Outsourcing, Call Centers, Recruiting, Data Analysis, Strategy, Vendor Management, Interviews, Time Management, Performance Management, Negotiation, Customer Relations, Administration, Sales, MS Office Suite, Business Management, Training Skills, Sales Process, Salesforce.com, Sales Presentations, Financial Services, Business Analysis, Marketing

Education
Albright College   1993 — 1995
BS, Management / Finance

Alvernia College   1991 — 1993
Transferred to Albright College, Management

Panther Valley High School   1984 — 1991
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program

sheik iliyaz sheik iliyaz Greater Atlanta Area Details
sheik iliyaz's Vanguard Experience March 2010 - August 2010
Job Sr. Software Engineer at InComm
Industry Information Technology and Services
Experience
InComm  May 2014 - Present
InComm  August 2012 - May 2014
AT&T  August 2010 - August 2012
ExterNetworks  May 2008 - August 2012
Vanguard   March 2010 - August 2010
United State Department of Education-IBM Global Services   October 2009 - March 2010
IBM Global Services - US and Canada   February 2009 - October 2009
Highmark Blue Cross Blue Shield  May 2008 - January 2009
Northeastern Illinois University  August 2006 - November 2007

Skills
Web Services, Struts, Weblogic, Java, Java Enterprise Edition, Spring, Hibernate, JBoss Application Server, Software Development, Databases, JSF, REST, Team Management, Enterprise Architecture, ESB, JSP, Web Applications, Team Leadership, Production Support, Software Deployment, Software Design, JAXB, JSON, JUnit, Linux, Mule ESB, Enterprise Software, WebSphere Application..., JPA, EJB, XSLT, Banking, Finance, Software Lifecycle, Software Installation, Software Development..., CXF, JAX-WS, Primefaces, Problem Solving, IBM Products, Wicket, AMQP, jQuery, Product Development, Spring Roo, Spring DI, Oracle Applications, Hadoop

Education
Northeastern Illinois University   2006 — 2007
MS, Computer Science

Deccan College Of Engineering And Technology   2002 — 2006
Bachelor of Engineering (BEng), Information Technology

Scott Agi Scott Agi Greater New York City Area Details
Scott Agi's Vanguard Experience May 2000 - March 2002
Job Director Senior Portfolio Manager / Head of US Rates and Agency MBS
Industry Investment Management
Experience
Deutsche Bank  March 2006 - Present
Deutsche Bank  March 2006 - Present
Bear Stearns Asset Management  April 2004 - March 2006
Bear Stearns Asset Management  April 2004 - March 2006
TimesSquare Capital Management  March 2002 - April 2004
TimesSquare Capital Management  March 2002 - April 2004
Vanguard   May 2000 - March 2002
Vanguard   October 1997 - May 2000

Skills
Performance Attribution, Fixed Income, Bloomberg, Hedge Funds, Portfolio Management, Asset Managment, Equities, Bonds, Structured Products, Trading, Mutual Funds, ABS, Wealth Management, MBS, Asset Allocation, Securities, Rates, Capital Markets, Investment Management, Financial Markets, Investments, Structured Finance, Trading Systems, Securitization, Fund Of Funds, CMBS, Alternative Investments, Asset Management, Derivatives, Credit Derivatives, Financial Risk, Credit, Swaps, Hedging, Investment Banking, Interest Rate..., Options, High Yield, Emerging Markets, Series 7

Education
Albright College   1993 — 1997
BA, Business Administration, Finance

Matthew K. Underwood Matthew K. Underwood Phoenix, Arizona Area Details
Matthew K. Underwood's Vanguard Experience January 2013 - Present
Job Portfolio Analytics & Consulting at The Vanguard Group
Industry Investment Management
Experience
Vanguard   January 2013 - Present
Vanguard   April 2011 - January 2013
Apollo Education Group  December 2009 - April 2011
Eddie Bauer  September 2008 - December 2009

Skills
Portfolio Management, Financial Analysis, Finance, Investment Management, Mutual Funds, Sales, Investment Strategies, Asset Management, Valuation, Brazilian Portuguese, Relationship Management, Fixed Income, Series 63, Series 7, Equity Valuation, Capital Markets, Securities, Financial Services, Modern Portfolio Theory, ETFs, Financial Modeling, Morningstar Direct, Alternative Investments, Zephyr Style Advisor, Statistical Modeling, DCF Valuation, Fixed Income Strategies, Matlab, Liquidity Analysis, Peer Group Analysis, Foreign Investment, Investment Portfolios, Rebalancing, Index Funds, Morningstar, Barclays POINT, VBA, Excel Models

Education
University of Arizona Eller MBA Programs   2011 — 2012
Master of Business Administration (MBA)

Arizona State University   2004 — 2008
B.I.S., Business, Portuguese

University of Arizona   2002 — 2003
Engineering Physics/Applied Physics

CFA Institute

Brophy College Preparatory

Kim Lenhart Kim Lenhart Malvern, Pennsylvania Details
Kim Lenhart's Vanguard Experience March 2001 - Present
Job Information Systems Engineer at The Vanguard Group
Industry Financial Services
Experience
Vanguard   March 2001 - Present
EDS Corporation  March 1995 - March 2001

Skills
Process Improvement, Financial Services, Financial Analysis, Microsoft Word, Microsoft Excel, Business Analysis, Customer Service, Investments, Leadership, Communication, Microsoft Office, Project Management, Technical Subject Matter, Cognos, Mutual Funds, Fixed Income, Reporting and Analysis, Trainer, Project Planning, Strategic Relationships, Emotional Intelligence, Business Acumen, SQL, Conceptual Thinking, Business subject matter..., Business Intelligence, Databases, Finance, Relationship Management, Vendor Management

Education
Pennsylvania School of Business   1989 — 1991
Associate's degree, Business Administration and Management, General

Spring-Ford High School

Brian Penhale Brian Penhale King Of Prussia, Pennsylvania Details
Brian Penhale's Vanguard Experience June 1997 - September 1999
Job Managed Account Trader/Operations Manager at Philadelphia International Advisors
Industry Investment Management
Experience
Philadelphia International Advisors  January 2002 - Present
Glenmede Trust Company  September 1999 - January 2002
Vanguard   June 1997 - September 1999
Vanguard   February 1996 - June 1997

Skills
Asset Allocation, Due Diligence, Equities, Mutual Funds, Asset Management

Education
Villanova University   1997 — 1999
Master of Business Administration (MBA), Finance, General

Albright College   1991 — 1995
Bachelor of Science (BS), Business

Jorge Pongo, MBA Jorge Pongo, MBA Greater Los Angeles Area Details
Jorge Pongo, MBA's Vanguard Experience December 2007 - July 2010
Job Leader, Shaper, Connector ► Sales Strategist | Business and Leadership Development
Industry Management Consulting
Experience
IE Business School  April 2014 - June 2015
United States Marine Corps  February 2013 - March 2014
Vanguard   December 2007 - July 2010
USMC  July 1998 - July 2010
Vanguard   July 2006 - December 2007
Arizona Daily Wildcat  August 2004 - June 2006

Skills
Leadership, Management, Training, Sales, Project Management, Team Leadership, Analysis, Strategic Planning, Leadership Development, Strategy, Change Management, Marketing, Public Speaking, Data Analysis, Business Strategy, Business Development, Logistics, Human Resources, Military, Process Improvement, Risk Management, Program Management, Relationship Management, Sales Operations, Government, Project Planning, Operations Management, Negotiation, Team Building, Organizational..., Cross-functional Team..., Tactical Planning, Military Operations, Security Clearance, International Relations, Project Implementation, Strategic Analysis, Management Consulting

Education
IE Business School   2014 — 2015
Master of Business Administration (M.B.A.), Top 20%

University of Arizona   2001 — 2006
B.S.B.A., Finance

Hitotsubashi University Graduate School of International Corporate Strategy
Global Network Week, Innovation and Globalization: Japan Style

Daniel Cocchimiglio Daniel Cocchimiglio Greater Philadelphia Area Details
Daniel Cocchimiglio's Vanguard Experience April 2015 - July 2015
Job Investment Accountant Supervisor at BNY Mellon
Industry Financial Services
Experience
BNY Mellon  July 2015 - Present
Vanguard   April 2015 - July 2015
Vanguard   March 2014 - April 2015
Vanguard   June 2012 - March 2014
Griffin Financial Group  February 2011 - June 2012
First Niagara Bank  September 2008 - February 2011

Skills
Banking, Customer Service, Finance, Analysis, Financial Analysis, Mutual Funds, Sales, Microsoft Word, PowerPoint, Microsoft Excel, Bloomberg

Education
Albright College
Bachelor of Science, Business Administration and Finance

Victor Petrov Victor Petrov Downingtown, Pennsylvania Details
Victor Petrov's Vanguard Experience March 2012 - March 2013
Job
Industry Computer Software
Experience
Vree Health  March 2013 - Present
Vanguard   March 2012 - March 2013
PJM Interconnection  March 2010 - March 2012
Merck  March 2003 - March 2010

Skills
Java, J2EE Application..., AOP, SOA, JavaBeans, EJB, J2EE Web Services, JavaScript, Servlets, Java Applets, AJAX, Java API, JSP, Windows Scripting, PL/SQL, Drools, XML, JSON, HTML, CSS, CORBA, Mojo, Microsoft SQL Server, SQL DB2, Access Database, Oracle SQL Developer, SQL Tuning, IIS, Tomcat, Apache, JBoss Application Server, Weblogic, WebSphere Application..., Jenkins, Maven, Ant, JUnit, Spring, MVC, Agile Methodologies, Waterfall

Education
Learning Tree International   1998 — 1998
Various courses in MS Visual InterDev, HTML, Web Site Development.

Penza State University   1988 — 1993
BS in Computer Sciences

Rocatta Tait Rocatta Tait Norfolk, Virginia Details
Rocatta Tait's Vanguard Experience March 1993 - March 1994
Job Administrative Assistant at LIFE, INC.
Industry Construction
Experience
LIFE, INC.   July 2006 - Present
Northern Lehigh School District  September 2001 - December 2005
Self-Employed  April 1997 - December 2005
Robert Half International  May 1998 - October 1998
Robert Half International  July 1997 - May 1998
Saipan Community School  September 1993 - May 1997
Vanguard   March 1993 - March 1994
Vanguard   February 1992 - March 1993
Various restaurants including Pizza Hut and Bonanza   1985 - 1993
Hollingsworth   May 1948 - August 1985

Skills
Outlook, Customer Service, Administrative..., Data Entry, Microsoft Excel, Spreadsheets, Process Scheduler, Office Management, Office Administration, Administration, Organization &..., Leadership, Team Leadership, Time Management, Problem Solving, Telephone Skills, Phone Etiquette, Call Centers, Typing, Filing, Adobe Acrobat, QuickBooks, Training, Teaching, Elementary Education, Study Skills, Tutoring, Bible Study, Editing, Proofreading, Creative Writing, Document Drafting, Literature, English grammar, Organic Gardening, Peer Mediation, Communication Skills, Resolving Conflicts, Beauty Industry, Fashion, Flexibility, Mentoring, Quilting, Critical Thinking, Research

Education
Long Ridge Writers Group   2012 — 2013
Certificate of Completion, Creative Writing

Penn Foster   2008 — 2009
Certificate of Completion, Basic Computer Troubleshooting and Repair

Long Ridge Writers Group   1996 — 1997
Certificate of Completion, Writing, General

Kutztown University of Pennsylvania   1987 — 1989
Bachelor of Education (BEd), Elementary Education and Teaching

Pennsylvania State University-Penn State Schuylkill   1985 — 1987
none, Elementary Education and Teaching

Temple High School   1980 — 1984
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program, 9-12

Duane Cabrera Duane Cabrera Reading, Pennsylvania Details
Duane Cabrera's Vanguard Experience July 1996 - May 2006
Job Principal, Seniors Health Insurance Network
Industry Insurance
Experience
Seniors Health Insurance Network   March 1996 - Present
Entrepreneur  January 1997 - Present
Vanguard   July 1996 - May 2006
John Hancock Financial Services  September 1989 - July 1996

Skills
Health Insurance, Medicare, Medicare Advantage, Small Business, Investments, Mutual Funds, Retirement Planning, Insurance, Asset Management, Financial Services, Wealth Management, Estate Planning, Management, Process Improvement, Manage Client..., Entrepreneurship, Internet Entrepreneur, Investment Advisory, Financial Advisory

Education
Allegheny College   1985 — 1989
Bachelor's degree, Economics

James Rozzi, CIMA® James Rozzi, CIMA® Greater New York City Area Details
James Rozzi, CIMA®'s Vanguard Experience April 2008 - November 2012
Job President Private Advisor Associates
Industry Investment Management
Experience
Private Advisor Associates   December 2013 - Present
Advant-Guard Wealth Management   November 2012 - Present
Vanguard   April 2008 - November 2012
Merrill Lynch, Smith Barney   August 1994 - March 2004

Skills
CIMA, CRPC, RIA, Executive Search, Recruiting, Series 65, Wealth Management, Relationship Management, Strategic Financial..., Portfolio Management, ETFs, Capital Markets, Wealth Management..., Financial Markets, Asset Management, Financial Services, Financial Advisory, Investments, Asset Allocation, Bonds, Mutual Funds, Finance, Retirement, Equities, Series 63, Series 7, Alternative Investments

Education
Certified Investment Management Analyst (CIMA®)
University of Pennsylvania Wharton School

College for Financial Planning
Chartered Retirement Planning Counselor CRPC®

Adelphi University
Legal Studies

State University of New York
Political Science / Business

Andrey Krasnov Andrey Krasnov Greater Philadelphia Area Details
Andrey Krasnov's Vanguard Experience April 2013 - January 2014
Job Senior Software Engineer at Oracle
Industry Entertainment
Experience
Oracle  Senior Software Engineer/Product Support EngineerFront Porch DigitalJanuary 2014 - January 2015
Vanguard   April 2013 - January 2014
McKesson Health Solutions  July 2010 - April 2013
Front Porch Digital Inc   March 2007 - July 2010
ChoicePoint  1999 - 2007
Alternative Solution Laboratory Inc   August 1997 - July 1999
InfoSource  1996 - 1998
SDG Inc.   February 1994 - July 1996

Skills
PL/SQL, Oracle, C++, Perl, SQL, Database Admin, Database Design, Java, Software Development, Java Enterprise Edition, Agile Methodologies, Multithreading, Core Java, Software Engineering, Scrum, Shell Scripting, Data Modeling, OOP, Weblogic, Software Design, Object Oriented Design, XML, Web Services, SOA, Unix, Ant, Eclipse, Databases, JSP, Linux, MySQL, SDLC, Tomcat, Architectures, Software Project..., VB.NET, Web Applications, Integration, Microsoft SQL Server, Enterprise Architecture, JavaScript, Requirements Analysis, WebLogic

Education
Moscow State Industrial University (MSIU)   1979 — 1985
MS, CS

InfoSource

Adam Francis Robinson Adam Francis Robinson Phoenixville, Pennsylvania Details
Adam Francis Robinson's Vanguard Experience May 2014 - Present
Job Client Relationship Administrator at Vanguard
Industry Financial Services
Experience
Vanguard   May 2014 - Present
Vanguard   April 2013 - May 2014
SEI  April 2012 - July 2012
Pfizer  July 2007 - October 2010
Workhorse Construction   April 2003 - July 2007

Skills
Problem Solving, Time Management, Accounting, Construction, Contractors, Mathematics, Analysis, Series 63, Series 7, Access, Tax Preparation, Management, Budgets, Financial Analysis, Finance, Insurance, Portfolio Management, Customer Service, Microsoft Excel, Microsoft Office

Education
Albright College   2007 — 2012
Bachelor of Science (B.S.), Accounting, 3.3

Trey Arnett Trey Arnett Scottsdale, Arizona Details
Trey Arnett's Vanguard Experience 2015 - Present
Job Client Relationship Specialist, Vanguard
Industry Financial Services
Experience
Vanguard   2015 - Present
Student Trading and Research   August 2014 - April 2015
Abilene Christian University  December 2011 - April 2015
Tarrant Appraisal District  May 2014 - August 2014
Pine Cove  May 2013 - July 2013
Snappy Snow   May 2012 - August 2012
Subway  September 2010 - March 2011

Skills
PowerPoint, Public Speaking, Budgets, Management, Leadership, Microsoft Word, Facebook, Microsoft Excel, Social Media, Teamwork, Higher Education, Community Outreach, Leadership Development, Team Leadership, Financial Analysis, Financial Accounting, Financial Planning, Market Research, Customer Service

Education
Abilene Christian University   2011 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Vishal Velhal Vishal Velhal Toronto, Canada Area Details
Vishal Velhal's Vanguard Experience September 2007 - September 2010
Job Sr. Tech Lead / Project Manager / Service Delivery Manager at Tata Consultancy Services
Industry Information Technology and Services
Experience
RBC Wealth Management  October 2013 - Present
Tata Consultancy Services  April 2006 - Present
RBC Bank  April 2013 - October 2013
RBC Capital Markets  September 2010 - April 2013
Vanguard   September 2007 - September 2010
Tata Sky Ltd  April 2006 - September 2007
General Electric (GE)   September 2005 - April 2006
CMC LTD  April 2002 - August 2005

Skills
Software Project..., Oracle

Education
Vivekanand Education Society's Institute Of Technology   1997 — 2001
Bachelor of Engineering (B.E.), Electronics and Telecommunications

South Indian Education Society   1995 — 1997
High School

Sharada Jaideep Sharada Jaideep Greater Philadelphia Area Details
Sharada Jaideep's Vanguard Experience August 2015 - Present
Job Sr. Business Analyst/Product Manager
Industry Financial Services
Experience
Vanguard   August 2015 - Present
Wells Fargo  September 2013 - March 2015
Comcast Cable  2012 - 2012
JPMorgan Chase  2011 - 2012
Citi  2008 - 2010
Crozer-Keystone Health System  2006 - 2007
Citigroup  2005 - 2006
Blue Star limited  2003 - 2005
Fountainhead Promotions & Events Pvt. Ltd.   December 2002 - February 2003
RPG Cellular Services Ltd   April 2002 - July 2002

Skills
New Business Development, Management, Financial Modeling, Analysis, Process Improvement, Finance, Banking, Project Management, Business Strategy, Business Process, Budgets, Data Analysis, Visio, Portfolio Management, Market Research, Integration, Marketing, Sales, Business Analysis, Requirements Analysis, Strategy, Business Development

Education
Pondicherry University   2001 — 2003
MBA, Finance, Marketing

M.O.P. Vaishnav College For Women   1998 — 2001
Bachelor of Commerce - M.O.P Vaishnav, Accounts, Economics, Marketing

Mridula Ravipati Mridula Ravipati Charlotte, North Carolina Area Details
Mridula Ravipati's Vanguard Experience March 2008 - Present
Job Developer at Vanguard
Industry Information Technology and Services
Experience
Vanguard   March 2008 - Present

Education
The University of Texas at Arlington   2005 — 2007

Acharya Nagarjuna University   1999 — 2003
B.tech, ECE

Vikas Mahila Junior College   1997 — 1999
Intermediate 12th std, Maths, Physics, Chemistry

Little Flower English Medium School   1995 — 1997
10th std

Dana Larose, CFA Dana Larose, CFA Greater Philadelphia Area Details
Dana Larose, CFA's Vanguard Experience December 2013 - August 2015
Job Financial Services
Industry Financial Services
Experience
Pershing, a BNY Mellon company  August 2015 - Present
Vanguard   December 2013 - August 2015
Vanguard   December 2011 - December 2013
Vanguard   August 2011 - December 2011
Vanguard   October 2007 - August 2011
Vanguard   December 2003 - October 2007
Vanguard   December 2000 - December 2003
Vanguard   December 1998 - December 2000
Ames Department Stores  July 1998 - November 1998

Skills
Series 63, Strategy, Financial Modeling, Equities, Investment Management, Investments, Mutual Funds, Risk Management, Management, Asset Allocation, Leadership, Project Management

Education
CFA Institute
Chartered Financial Analyst (CFA) Designation

Albright College   1994 — 1998
B.S., Business Management/Political Science

Hollis   1990 — 1994

Craig Runkle Craig Runkle Reading, Pennsylvania Area Details
Craig Runkle's Vanguard Experience 2010 - Present
Job Production Support Analyst at Vanguard
Industry Financial Services
Experience
Vanguard   2010 - Present
The Vanguard Group  2002 - Present
The Vanguard Group  December 1998 - March 2002

Skills
Financial Services, Testing, Business Analysis, Software Development, Fixed Income, Trading Systems, Equity Systems, Charles River IMS, Microsoft SQL Server, Equities, SDLC, Systems Analysis, Sybase, Visio, Trading

Education
Albright College   1985 — 1993
BS, Computer Science

Albright College

Anthony Bumbry Anthony Bumbry Reading, Pennsylvania Area Details
Anthony Bumbry's Vanguard Experience June 2005 - September 2008
Job Manager Fund Accounting at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group  September 2008 - Present
Vanguard   June 2005 - September 2008
Vanguard   2001 - 2005

Education
West Chester University of Pennsylvania   2003 — 2004

Albright College   1997 — 2001

Tianshan (William) Su, CFA Tianshan (William) Su, CFA Greater Philadelphia Area Details
Tianshan (William) Su, CFA's Vanguard Experience July 2011 - Present
Job Investment Analyst at Vanguard
Industry Investment Management
Experience
Vanguard   July 2011 - Present
Credit Suisse  June 2010 - August 2010
Intel  November 2004 - June 2009

Education
University of Rochester - Simon Business School   2009 — 2011
MBA

University of International Business and Economics   2002 — 2005
Master

Civil Aviation University of China   1998 — 2002
Bachelor of Engineering (B.Eng.)

high school

high school

Joe Grey Joe Grey Reading, Pennsylvania Area Details
Joe Grey's Vanguard Experience February 2014 - January 2015
Job Accounting & Finance Analyst II at Santander Bank, N.A.
Industry Financial Services
Experience
Santander Bank, N.A.   January 2015 - Present
Vanguard   February 2014 - January 2015
BNY Mellon  May 2011 - September 2013
BNP Paribas  2008 - June 2011
SEI  2003 - 2008

Skills
Equities, Middle Office, Fixed Income, Mutual Funds, Investments, Asset Management, Bloomberg, Financial Services, Derivatives, Hedge Funds, Securities, Banking, Alternative Investments, Financial Markets, Corporate Actions

Education
Alvernia University   1997 — 2002
Bachelor of Arts (B.A.), Accounting

Alvernia University   1997 — 2002
BS in Accounting, Accounting

Brian Scavuzzo Brian Scavuzzo Greater Philadelphia Area Details
Brian Scavuzzo's Vanguard Experience 1993 - 1995
Job Executive Director at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management  January 2013 - Present
Morgan Stanley Investment Management  January 2007 - December 2012
Morgan Stanley Investment Management  October 2001 - December 2006
Comshare  1998 - 2001
First Union National Bank  1996 - 1998
SEI  1995 - 1996
Vanguard   1993 - 1995

Skills
Financial Systems, Team Leadership, Business Analysis, Process Improvement, Requirements Gathering, Software Project..., Problem Solving, Project Planning, Business Strategy, Presentations, Cross-functional Team..., Program Management, Business Process, Financial Services, Investment Management, Asset Management, Business Process..., Trading, Portfolio Management, Management, Fixed Income, Bloomberg, Equities, Analysis, Project Management, Analytics, PMP, Mutual Funds, Leadership, Middle Office, Investments, Vendor Management, Derivatives, Finance

Education
Saint Joseph's University   1995 — 1998
MBA, Finance Concentration

Albright College   1989 — 1993
B.S., Finance

Linda Wolohan Linda Wolohan Greater Philadelphia Area Details
Linda Wolohan's Vanguard Experience January 2008 - Present
Job PR Manager at The Vanguard Group
Industry Financial Services
Experience
Vanguard   January 2008 - Present
Vanguard   August 2004 - December 2007
The Writers Studio  September 1995 - August 2004
The Hat Garden   September 1995 - September 2000
PNC Financial, PNC Asset Management Group   December 1992 - September 1995
PNC Bank  December 1988 - December 1992
PNC Bank  October 1986 - December 1988
United Press International  January 1981 - January 1984
Northwestern University  January 1981 - February 1982

Skills
Strategic Communications, Internal Communications, Marketing Communications, Media Relations, Public Relations, Blogging, Crisis Communications, Strategy, Social Media, Corporate Communications, Editing, Leadership, Copywriting, Newsletters, Marketing

Education
Michigan State University   1977 — 1979
B.A., Journalism

Albion College   1975 — 1977

Institute for American Universities, Aix-en-Provence, France
International business

Craig Runkle Craig Runkle Reading, Pennsylvania Area Details
Craig Runkle's Vanguard Experience January 2010 - Present
Job at Vanguard
Industry Financial Services
Experience
Vanguard   January 2010 - Present
Vanguard   2010 - Present
The Vanguard Group  2003 - Present
Vanguard   December 1998 - Present
Meridian Bank  October 1985 - November 1998

Education
Albright College   1985 — 1993
BS, Computer Science

Elliott Diehm Elliott Diehm Greater Philadelphia Area Details
Elliott Diehm's Vanguard Experience January 2007 - Present
Job Technical Specialist at The Vanguard Group
Industry Financial Services
Experience
Vanguard   January 2007 - Present
Vanguard   January 2006 - December 2006
Vanguard   September 1997 - December 2005
Boscov's  December 1994 - September 1997

Skills
Content Management, Documentum, Document Management, Enterprise Content..., Unix, Business Intelligence, Essbase, Linux

Education
Kutztown University of Pennsylvania   1987 — 1992
MS, IT

Albright College   1984 — 1987
BS, IT

Daniel Arredondo Daniel Arredondo Charlotte, North Carolina Area Details
Daniel Arredondo's Vanguard Experience 2000 - 2006
Job Senior Tech Lead at The Vanguard Group
Industry Computer Software
Experience
The Vanguard Group  2006 - Present
Vanguard   2000 - 2006
Itron Siemens   1997 - 1999

Skills
Agile Methodologies, Java, SDLC, Agile Project Management, Spring, Requirements Analysis, Software Project..., SQL, Scrum, Subversion, Unix, Waterfall, XML, Enterprise Architecture, Problem Solving, Troubleshooting, Unix Administration, Oracle Database..., TIBCO, Control-M, Shell Scripting

Education
University of North Carolina at Charlotte   1999 — 2000
Master's degree, Computer Science

Universidad Nacional de San Luis   1990 — 1997
Licentiate degree, Computer Science

Robert Lipstreu Jr. Robert Lipstreu Jr. High Point, North Carolina Details
Robert Lipstreu Jr.'s Vanguard Experience January 2008 - Present
Job Financial Advisor
Industry Financial Services
Experience
Vanguard   January 2008 - Present
StarCrafters, Inc   January 2005 - Present
Junior Achievements   2001 - Present
The Vanguard Group  March 2008 - July 2010
United Parcel Services  2003 - 2007
United Parcel Service  January 2001 - 2003

Education
Aarhus Universitet   2007 — 2008
BA, International Business

University of North Carolina at Greensboro   2002 — 2006
BA, Business Administration

North Carolina State University   1998 — 2002
Civil and Enviromental Engineering

Arhus School of Business
applied studies, all

Graduate of the University of North Carolina at
Bachelor of Science, Business Administration; Business Studies

North Carolina State University
Civil and Evironmental Engineering

Kasia Kraszewska Kasia Kraszewska Greater Philadelphia Area Details
Kasia Kraszewska's Vanguard Experience February 2015 - Present
Job International Fund Services Analyst at The Vanguard Group
Industry Investment Management
Experience
Vanguard   February 2015 - Present
Vanguard   February 2014 - February 2015
Vanguard   January 2011 - February 2014
Port Richmond Pharmacy   October 2004 - March 2012
Arcadia University, College of Global Studies   January 2010 - May 2010

Skills
Marketing, Customer Service, Microsoft Office, Series 63, Italian, Series 6, Client Relations, Microsoft Word, Research, Social Networking, Microsoft Excel, Financial Analysis, Project Management

Education
Arcadia University   2006 — 2010
BA, International Business and Culture / Italian

Accademia Italiana - Arte Moda & Design   2008 — 2008
International Business

The University of Stirling   2006 — 2006
International Business

Ashrafuz Zaman Ashrafuz Zaman Greater New York City Area Details
Ashrafuz Zaman's Vanguard Experience January 2013 - Present
Job Sr. Test Engineer at Vanguard
Industry Computer Software
Experience
Vanguard   January 2013 - Present
Vanguard   January 2013 - Present
UBS Wealth Management  March 2012 - December 2012
Vanguard   October 2011 - March 2012
Jefferies & Company  November 2010 - August 2011
J.P. Morgan Chase   June 2010 - November 2010
TPG-Axon Capital  December 2009 - May 2010
Credit Suisse  July 2009 - December 2009
Bank of America  June 2006 - March 2009
Bear Stearns  June 1999 - April 2006

Skills
Equities, Trading, Investment Banking, SDLC, Fixed Income, Fidessa, HP Quality Center, User Acceptance Testing, Trading Systems, Charles River..., Charles River IMS

Education
Bangladesh Agricultural University   1982 — 1988
BS (Hons), Agriculture Engineering

Venkat Matcha Venkat Matcha Allentown, Pennsylvania Details
Venkat Matcha's Vanguard Experience March 2010 - May 2014
Job Senior ECM/BPM Consultant at PPL
Industry Information Technology and Services
Experience
PPL Corporation  May 2014 - Present
Vanguard   March 2010 - May 2014
USA Consulting  August 2009 - February 2010
Northwoods  June 2009 - July 2009
Lighthouse Computer Services  March 2008 - July 2009
IMC Global Services  2005 - 2008

Skills
Websphere, Weblogic, Documentum, JMS, EJB, WebSphere MQ, AJAX, JavaScript, Structs, FileNet, Business Process Design, Business Process..., UML, XML, eForms, Enterprise Content..., Kofax, SOA, Java Enterprise Edition, WebSphere Application..., Struts, EAI, Tomcat, SDLC

Education
Nagarjuna University   2002 — 2004
MSc(IS), Computer Software Engineering

Sri Venkateswara University   1999 — 2002
BCA, Computers

Kevis Wadlington Kevis Wadlington Charlotte, North Carolina Area Details
Kevis Wadlington's Vanguard Experience December 2006 - July 2007
Job
Industry Financial Services
Experience
Ally Financial Inc.  March 2014 - Present
Ally Financial Inc.  March 2013 - March 2014
TIAA-CREF  March 2009 - March 2013
Wachovia  2007 - 2009
Vanguard   December 2006 - July 2007
Allstate Insurance  April 2006 - December 2006
Fairfield County Library   August 2001 - April 2006

Skills
Excel, C++, Crystal Reports, Microsoft Dynamics, Word, ERISA, FAS 157, FINRA Series 6, Trust Accounting, SEC reporting, SharePoint, Access, SAS70, Library Research, SSAE 16, Form 5500, Financial Statements, Analysis, Customer Service, Mutual Funds, Investments, Account Reconciliation, Financial Reporting, Lotus Notes, PowerPoint, Pivot Tables, Bloomberg, Microsoft Excel, Accounting, Microsoft Word

Education
Amberton University   2013 — 2015
Master of Business Administration (MBA), Strategic Leadership

American Bankers Association National Compliance School   2014 — 2014

Limestone College   2001 — 2006
Bachelor of Science, Business Administration/Accounting

Fairfield Central High School   1997 — 2001

Alison Sawyer Alison Sawyer Greater Philadelphia Area Details
Alison Sawyer's Vanguard Experience 2008 - Present
Job Development, Design, Art Direction
Industry Design
Experience
Vanguard   2008 - Present
PEOPLE Magazine PEOPLE.com  1987 - 2004

Skills
Ideation, Activation, Adaptability, Achiever, Communication, Art Direction, People Management, Facilitation, Client Liaison, Technical Liaison, Client relations, Solution Architecture, Technical Writing, Process Engineering, Functional..., Presentation Development, Presentation Design, Creative problem solving, Training & Development, Coaching, Leadership

Education
Albright College   2008 — 2010
Bachelor of Applied Science (B.A.Sc.), Organizational Behavioral Applied Psychology, Summa cum laude

Montgomery County Community College   2005 — 2007
Associates, Graphic Design, 4.0

University of North Carolina School of the Arts   1980 — 1985
Ballet

Hanna Steinberg Hanna Steinberg Greater Philadelphia Area Details
Hanna Steinberg's Vanguard Experience November 2012 - Present
Job PMO Manager at Vanguard
Industry Financial Services
Experience
Vanguard   November 2012 - Present
Vanguard   July 2011 - November 2012
Fox School of Business Student Association   October 2009 - January 2011
Motorola  June 2010 - August 2010
iDayo International Inc. acquired by RIO Capital Management, Inc   August 2008 - May 2009
Startek-Ug, Ltd.   November 2006 - December 2008

Education
Temple University - Fox School of Business and Management   2009 — 2011
MBA

Ukrains'ka Akademija Drukarstva, Lviv   2003 — 2008
B.S.

Nir HaEmek, Israel   2000 — 2003
High School

Jeff Hausmann Jeff Hausmann Los Angeles, California Details
Jeff Hausmann's Vanguard Experience September 2011 - June 2013
Job TechSavvy Professional | Relationship Building Expert | Bilingual | ForwardThinking Strategist | Social Media Master
Industry Legal Services
Experience
Epiq Systems  February 2014 - Present
Great-West Financial  November 2013 - February 2014
Vanguard   September 2011 - June 2013
The Vanguard Group  August 2010 - September 2011
Heating & Cooling Two, Inc.   December 2009 - July 2010
CLUES  April 2009 - March 2010

Skills
Customer Service, CRM, Microsoft Excel, Finance, ERISA, Leadership, Pop Culture, Social Media, 401k, Telephone Skills, Microsoft Word, Employee Benefits, Defined Contribution, Strategic Planning, Friendly Personality, Employee Relations, Marketing, Payroll, Time Management, Customer Relations, Team Building, Training, Social Networking, Human Resources, Spanish, Defined Benefit, Word, Excel, Interviews, Facebook, Investments, Retirement Planning, PowerPoint, Outlook, Process Improvement, Project Management, Retirement, Chapter 7, Bankruptcy, Trustee Administration, Problem Solving, iOS, Territory Management, Mobile Applications, SAP, Relationship Management, Project, Event Planning, Problem, Account Management

Education
Universidad de Iberoamérica   2003 — 2007
B.A, Psychology, 4.0 GPA

Loyola University New Orleans   2001 — 2003
Business Administration, Finance

Rick Elam Rick Elam Greater Philadelphia Area Details
Rick Elam's Vanguard Experience
Job Client Administration Manager at Vanguard
Industry Financial Services
Experience
Vanguard  

Skills
Leadership, Team Building, Customer Service, Teaching

Education
Abilene Christian University   1975 — 1979
BBA, Marketing

Eswari Aremanda Eswari Aremanda Greater Philadelphia Area Details
Eswari Aremanda's Vanguard Experience June 2005 - June 2008
Job QA Test Developer at GSI Commerce
Industry Internet
Experience
GSI Commerce  July 2008 - Present
Vanguard   June 2005 - June 2008
Accenture  June 2005 - June 2008
Citizens Financial Group  October 2004 - May 2005

Skills
Quality Center, SDLC, Testing, Test Automation, Regression Testing, Test Planning, Agile Methodologies, Manual Testing, Test Cases

Education
Rivier College   2000 — 2003
MS, Computer Science

Acharya Nagarjuna University   1995 — 1999
Bachelor of Science in Engineering, Mechanical Engineering

Laura Bartholomew Laura Bartholomew West Chester, Pennsylvania Details
Laura Bartholomew's Vanguard Experience November 2010 - August 2013
Job HR Administrator
Industry Accounting
Experience
Piazza Auto Group   June 2015 - Present
YMCA of the Upper Main Line  November 2011 - Present
United Coachways   August 2013 - June 2015
Nerium International  2013 - 2014
Vanguard   November 2010 - August 2013
Vanguard   October 2008 - November 2010
Vanguard   May 2007 - October 2009

Skills
Pensions, Management, Change Management, Wealth, Small Business, Profit Sharing, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Project Management, Financial Services, Microsoft Word, Mutual Funds, Relationship Management, Outlook, Investments, Call Centers, Time Management

Education
Pulse Beauty Academy-A Paul Mitchell Partner School   2014 — 2014
Working towards Cosmetology License, Cosmetology/Cosmetologist, General

Daniel Boone High School   1999 — 2001
High School Diploma

Weijia(Carol) Chen Weijia(Carol) Chen Washington D.C. Metro Area Details
Weijia(Carol) Chen's Vanguard Experience June 2015 - July 2015
Job MBA Candidate 2016| Financial Service
Industry Financial Services
Experience
Georgetown University - The McDonough School of Business   August 2014 - Present
Vanguard   June 2015 - July 2015
Securities Litigation and Consulting Group  October 2009 - May 2014
RBC Royal Bank  May 2008 - August 2008
Standard Chartered Bank  June 2007 - August 2007

Skills
Capital Markets, Fixed Income, Financial Modeling, Securities, Finance, Valuation, Microsoft Excel, Investments, Financial Analysis, Securities Regulation, Bloomberg Terminal, Financial Statement..., Equity Research, Structured Products, Mergers, Data Analysis, Mergers, Bloomberg, Analysis, Mergers & Acquisitions

Education
Georgetown University - The McDonough School of Business   2014 — 2016
Master of Business Administration (M.B.A.)

University of Toronto - Rotman School of Management   2007 — 2009
Bachelor's Degree, B.Comm; Commerce & Finance

Acadia University   2005 — 2007
Bachelor's Degree, Mathematics and Business

Sandra Fehnel Sandra Fehnel Reading, Pennsylvania Area Details
Sandra Fehnel's Vanguard Experience July 1989 - Present
Job Accountant at Vanguard
Industry Financial Services
Experience
Vanguard   July 1989 - Present

Education
Alvernia University
MBA, Management

Timothy Glatfelter Timothy Glatfelter Greater Philadelphia Area Details
Timothy Glatfelter's Vanguard Experience July 2011 - Present
Job Project Administrator / Process Advocate at The Vanguard Group
Industry Financial Services
Experience
Vanguard   July 2011 - Present
The Vanguard Group  September 2008 - June 2011

Education
Albright College   2002 — 2006
Economics / Business Management

Drexel University - LeBow College of Business
MBA

Geneva, Kent State

James Kennon James Kennon Doniphan, Missouri Details
James Kennon's Vanguard Experience May 2006 - May 2010
Job Kennon Agriculture
Industry Farming
Experience
Kennon Woodworking   December 2014 - Present
Foundation Surgical Hospital  January 2014 - January 2015
Houston Orthopedic Surgical Hospital (Formerly, Foundation Surgical Hospital)   May 2010 - January 2014
Vanguard   May 2006 - May 2010

Skills
Healthcare, Customer Service, Facilities Management, Purchasing, Operations Management, Strategic Planning, Team Building, Process Improvement, Supervisory Skills, Budgets, Change Management, Retail Category..., Contract Negotiation, Inventory Control, Leadership, Inventory Management, Hospitals, Contract Management, New Business Development, Management, Account Management, Construction, Project Management, Project Planning, Coaching, Sales, Sales Management, Time Management, Customer Satisfaction

Education
Arkansas State University   1995 — 1996

Crowley's Ridge College   1994 — 1995

Wynne High School   1990 — 1994

Michele LeGrande Michele LeGrande Reading, Pennsylvania Area Details
Michele LeGrande's Vanguard Experience February 2011 - Present
Job Supervisor at The Vanguard Group
Industry Financial Services
Experience
Vanguard   February 2011 - Present
Vanguard   October 2008 - February 2011
UtiliTech, Inc.   July 2000 - October 2008

Skills
Leading People, Excel, Word, PeopleSoft, Organizing, Internal Communications, Microsoft Excel

Education
Alvernia College   1999 — 2009
Master of Business Administration (MBA), Accounting and Finance

Anthony Burkhardt Anthony Burkhardt Greater Philadelphia Area Details
Anthony Burkhardt's Vanguard Experience June 1997 - July 1998
Job Vice President Quality Assurance and Relationship Management at Pershing
Industry Financial Services
Experience
Pershing, a BNY Mellon company  July 2013 - Present
Pershing, a BNY Mellon company  July 2011 - July 2013
Pershing  July 2010 - August 2011
Pershing  August 2006 - July 2010
Aflac  July 2005 - July 2006
SEI  July 1998 - June 2005
Vanguard   June 1997 - July 1998

Skills
CRM, Program Management, Quality Assurance, Management, Team Management, Business Analysis, Training, Testing, Sales, Mutual Funds, Risk Management, Process Improvement, Requirements Gathering, Financial Services, Requirements Analysis, Software Project..., Asset Allocation, Project Management

Education
Villanova University   2014 — 2014
Master Certificate in Project Management, Project Management

Penn State University   2012 — 2013
Certficate, Software Quality Control

Albright College   1992 — 1995
Bachelor of Arts (B.A.), History

Kaleef Williams-Bey Kaleef Williams-Bey Philadelphia, Pennsylvania Details
Kaleef Williams-Bey's Vanguard Experience May 2008 - October 2010
Job Problem Resolution Associate at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group  November 2010 - Present
ACC Party Planning and Promotion LLC   May 2010 - August 2013
Vanguard   May 2008 - October 2010
24/7 Real Estate  October 2007 - October 2008
New seasons Assisted Living   August 2006 - January 2008

Education
Alvernia University   2014 — 2015
Master of Business Administration (MBA), Business Administration and Management, General, 3.9/4.0

La Salle University   2008 — 2011
Certificate, Business Administration and Management, General, 3.5/4.0

Saint Joseph's University   2005 — 2007
Bachelor of Science (BS), Legal Studies, General, 3.5/4.0

Community College of Philadelphia   2002 — 2004
Associate of Arts and Sciences (A.A.S.), Legal Assistant/Paralegal, 3.8/4.0

Heather Hinze Heather Hinze Portland, Oregon Details
Heather Hinze's Vanguard Experience May 2004 - February 2012
Job Senior Benefit Specialist Pensions at A & I Benefit Plan Administrators
Industry Financial Services
Experience
A & I Benefit Plan Administrators  March 2015 - Present
Faire Une Fete   April 2012 - June 2014
Vanguard   May 2004 - February 2012
Vanguard   May 2003 - May 2004
Vanguard   March 2001 - May 2003
Morgan Stanley  January 2000 - December 2000

Skills
401k, Mutual Funds, Asset Allocation, Defined Contribution, Investments, Relationship Management, Retirement, Defined Benefit, Financial Services, Finance, E-commerce, Entrepreneurship, Microsoft Office, CRM, Customer Service, Microsoft Word, Microsoft Excel, Lotus Notes, Interior Design, Fundraising, Retail Sales

Education
American Institute of Interior Design   1992 — 1993
Associate’s Degree, Interior Design

University of Phoenix

Stan Baras Stan Baras Greater Philadelphia Area Details
Stan Baras's Vanguard Experience July 2013 - Present
Job Sr. DataStage Developer
Industry Information Technology and Services
Experience
Vanguard   July 2013 - Present
Quest Diagnostics  April 2008 - May 2013
Munich Reinsurance America, Inc.   February 2005 - February 2008
Unisys  February 2003 - February 2005
The Hartford  August 1999 - January 2003
TRANSCONTINENTAL CC3 (formerly Marketing Communication Systems)   March 1998 - June 1999
The Franklin Mint  September 1996 - March 1998
Conrail  November 1995 - September 1996

Skills
Informatica, Datastage, Data Integration, Unix Shell Scripting, Oracle, PL/SQL, Toad, Agile Methodologies, Clarity, Rally, COBOL, CICS, VSAM, DB2, IBM Utilities, Fileaid, JCL, TSO, Syncsort, Microsoft Office, Data Warehousing, Software Documentation, Integration, Business Intelligence, User Acceptance Testing, Testing, Mainframe, SDLC, Shell Scripting

Education
Samara State Aerospace University
BS and MS, Mechanical Engineering

Selam Zeleke Dessalegn Selam Zeleke Dessalegn Scottsdale, Arizona Details
Selam Zeleke Dessalegn's Vanguard Experience August 2014 - Present
Job
Industry Financial Services
Experience
Vanguard   August 2014 - Present
Vanguard   October 2012 - August 2014
Vanguard   April 2010 - October 2012
Vanguard   May 2007 - April 2010

Skills
Series 6, Series 63, Mutual Funds, ETFs, 529 Plans, UGMA/UTMA, Roth IRA, Traditional IRA, Simple IRA, Individual 401k, SEP IRA, 403(b)7, Diversity, Career Development, Coaching, 401K Rollovers, Asset Transfer, Technical Support, Microsoft Excel, Power Point, SharePoint, Lotus Notes, HP Service Manager, Jabber, Softphone, Adobe Connect, HTML, CSS, General Securities..., Customer Service, Financial Services

Education
San Diego State University-California State University
Bachelor of Science (B.Sc.), Business Administration and Management, General

Addis Ababa University

Leslie Chatty Leslie Chatty Malvern, Pennsylvania Details
Leslie Chatty's Vanguard Experience February 2012 - Present
Job Ultra HNW Investment Administrator at Vanguard
Industry Financial Services
Experience
Vanguard   February 2012 - Present
Waddell & Reed  August 2000 - January 2012

Skills
Mutual Funds, Series 7, Series 63

Education
Albright College

Marc Kurtz Marc Kurtz Rock Hill, South Carolina Details
Marc Kurtz's Vanguard Experience November 1995 - Present
Job Project Adminstrator at Vanguard
Industry Sports
Experience
Lake Pointe Academy   September 2011 - Present
Vanguard   November 1995 - Present

Education
Alvernia University   1989 — 1992
Bachelor's degree, Business Administration and Management, General

Deepak Rajasekaran Deepak Rajasekaran Charlotte, North Carolina Area Details
Deepak Rajasekaran's Vanguard Experience July 2015 - Present
Job Business System Consultant / Test management / PM.
Industry Financial Services
Experience
Vanguard   July 2015 - Present
Wells Fargo  January 2015 - August 2015
TIAA-CREF  October 2012 - January 2015

Skills
Business Analysis, BPM, Change Management, Quality Assurance, SQL, IBM Mainframe, Agile Methodologies, Agile Project Management, HP Quality Center, Version One, RTC, Exploratory Testing, Storyboarding, Agile & Waterfall..., Waterfall, Functional..., Requirements Gathering, Requirements Management, RAD, Return to Work Planning, Project Planning, Activity Diagrams, Test Management, Test Strategy, Microsoft Excel, Microsoft Word, Visio, Agile Testing, Requirements Analysis, User Acceptance Testing, Manual Testing, Product Demonstration

Education
Vel Tech University   1998 — 2003
Bachelor's degree, Electrical, Electronics and Communications Engineering

Susan Krick Susan Krick Glenmoore, Pennsylvania Details
Susan Krick's Vanguard Experience August 1987 - Present
Job Dual career
Industry Financial Services
Experience
Storage facility   May 1999 - Present
Vanguard   August 1987 - Present

Education
Alvernia University
Bachelor's degree, Double Major - Mgt and Finance (Dean's list), Graduated

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