Vanguard Company
Industry: Investment management company
DescriptionThe Vanguard Group is an American registered investment advisor based in Malvern, Pennsylvania with over $5.1 trillion in assets under management. It is the largest provider of mutual funds and the second-largest provider of exchange-traded funds in the world after BlackRock's iShares. Customer service: 0800 032 3731 Assets under management: 5.1 trillion USD (January 31, 2018) Founder: John C. Bogle Founded: 1 May 1975, Valley Forge, Pennsylvania, United States CEO: Mortimer J. Buckley (Jan 2018–) Headquarters: Valley Forge, Pennsylvania, United States
Vanguard List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Vanguard. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Vanguard Employees
Employee
Years
Job
Industry
Susan Venema Susan Venema's Vanguard Experience May 2012 - August 2012
Job Integrated Marketing Associate at Philadelphia magazine
Industry Marketing and Advertising
Experience
Philadelphia magazine April 2014 - Present
Philadelphia magazine September 2013 - April 2014
Philadelphia Magazine March 2013 - August 2013
Stream Companies November 2012 - February 2013
Vanguard May 2012 - August 2012
Captive Capital Corporation June 2011 - July 2011
USTA May 2011 - July 2011
ITALY AND WINE August 2010 - December 2010
Skills
Google Analytics, Account Management, PowerPoint, Marketing Communications, Polk, Microsoft Excel, Writing, Marketing Research, Digital Marketing, Social Media Marketing, Email Marketing, Web Development, Advertising, Sales, Finance, Data Analysis, Event Management, Content Marketing, Salesforce.com
Education
Bucknell University 2008 — 2012
Bachelor of Science (BS) in Business Administration, Management, English
Syracuse University of Florence 2011 — 2011
Marketing, Creative Writing, Art History
Villa Maria Academy High School 2004 — 2008
Philadelphia magazine April 2014 - Present
Philadelphia magazine September 2013 - April 2014
Philadelphia Magazine March 2013 - August 2013
Stream Companies November 2012 - February 2013
Vanguard May 2012 - August 2012
Captive Capital Corporation June 2011 - July 2011
USTA May 2011 - July 2011
ITALY AND WINE August 2010 - December 2010
Skills
Google Analytics, Account Management, PowerPoint, Marketing Communications, Polk, Microsoft Excel, Writing, Marketing Research, Digital Marketing, Social Media Marketing, Email Marketing, Web Development, Advertising, Sales, Finance, Data Analysis, Event Management, Content Marketing, Salesforce.com
Education
Bucknell University 2008 — 2012
Bachelor of Science (BS) in Business Administration, Management, English
Syracuse University of Florence 2011 — 2011
Marketing, Creative Writing, Art History
Villa Maria Academy High School 2004 — 2008
Suzanne Proctor McAndrews's Vanguard Experience March 1994 - Present
Job Brand Strategy Consultant at Vanguard
Industry Financial Services
Experience
Vanguard March 1994 - Present
Bankers Trust November 1980 - February 1994
IBM September 1977 - November 1980
Skills
Segmentation, Marketing Strategy, Market Research, Marketing Research, Marketing Communications, Marketing, Customer Insight, Brand Management, Advertising, Competitive Analysis, Direct Marketing, Integrated Marketing, Investments, Leadership, Financial Services, Relationship Management, Strategic Planning, Mutual Funds
Education
Harvard Business School 1975 — 1977
MBA
Brown University 1969 — 1973
AB, Social Psychology
Vanguard March 1994 - Present
Bankers Trust November 1980 - February 1994
IBM September 1977 - November 1980
Skills
Segmentation, Marketing Strategy, Market Research, Marketing Research, Marketing Communications, Marketing, Customer Insight, Brand Management, Advertising, Competitive Analysis, Direct Marketing, Integrated Marketing, Investments, Leadership, Financial Services, Relationship Management, Strategic Planning, Mutual Funds
Education
Harvard Business School 1975 — 1977
MBA
Brown University 1969 — 1973
AB, Social Psychology
Philipp Luschin Philipp Luschin's Vanguard Experience July 2013 - Present
Job Client Relationship Associate at Vanguard, Series 7
Industry Financial Services
Experience
Vanguard July 2013 - Present
Brigham Young University September 2011 - April 2013
Galorath Incorporated September 2012 - December 2012
Brigham Young University August 2009 - April 2012
Brigham Young University March 2011 - August 2011
Skills
Microsoft Office, Research, Public Speaking, Teaching, SPSS, PowerPoint, Data Analysis, Editing, Statistics, Microsoft Word, Microsoft Excel, Higher Education, Social Media, Tutoring, Qualitative Research, Blogging, German, Translation, Customer Service, English, Leadership, French
Education
Brigham Young University 2009 — 2013
BA, Communications
Georg Büchner Gymnasium 1999 — 2007
Brigham Young University
Communications
Vanguard July 2013 - Present
Brigham Young University September 2011 - April 2013
Galorath Incorporated September 2012 - December 2012
Brigham Young University August 2009 - April 2012
Brigham Young University March 2011 - August 2011
Skills
Microsoft Office, Research, Public Speaking, Teaching, SPSS, PowerPoint, Data Analysis, Editing, Statistics, Microsoft Word, Microsoft Excel, Higher Education, Social Media, Tutoring, Qualitative Research, Blogging, German, Translation, Customer Service, English, Leadership, French
Education
Brigham Young University 2009 — 2013
BA, Communications
Georg Büchner Gymnasium 1999 — 2007
Brigham Young University
Communications
Bryce Larson's Vanguard Experience August 2013 - March 2015
Job Securities Operations Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs April 2015 - Present
Vanguard August 2013 - March 2015
BYU-Idaho July 2010 - July 2013
Eastern Idaho Entrepreneurial Center January 2013 - April 2013
Detailz - (I.B.C. Company) April 2012 - July 2012
Chung Hsin High School December 2011 - April 2012
MyComfort July 2006 - July 2007
China Horizons August 2005 - July 2006
Skills
Microsoft Office, Customer Service, Mandarin, Microsoft Excel, Team Leadership, PowerPoint, Microsoft Word, Public Speaking, Photoshop, Teaching, Social Media, Adobe Creative Suite, Research, Outlook, Sony Vegas, Canon DSLR, Chinese, Taiwanese, Sales, Investments, Project Management, Supply Chain Management, Logistics Management, Leadership, Teamwork, Management, Entrepreneurship, Marketing, Data Analysis, Critical Thinking, Access, Facebook
Education
Brigham Young University - Idaho 2009 — 2013
Bachelor of Science (BS), Business Management, Finance & Supply Chain Management, 3.7 GPA
Davis High School 2002 — 2005
Diploma
Goldman Sachs April 2015 - Present
Vanguard August 2013 - March 2015
BYU-Idaho July 2010 - July 2013
Eastern Idaho Entrepreneurial Center January 2013 - April 2013
Detailz - (I.B.C. Company) April 2012 - July 2012
Chung Hsin High School December 2011 - April 2012
MyComfort July 2006 - July 2007
China Horizons August 2005 - July 2006
Skills
Microsoft Office, Customer Service, Mandarin, Microsoft Excel, Team Leadership, PowerPoint, Microsoft Word, Public Speaking, Photoshop, Teaching, Social Media, Adobe Creative Suite, Research, Outlook, Sony Vegas, Canon DSLR, Chinese, Taiwanese, Sales, Investments, Project Management, Supply Chain Management, Logistics Management, Leadership, Teamwork, Management, Entrepreneurship, Marketing, Data Analysis, Critical Thinking, Access, Facebook
Education
Brigham Young University - Idaho 2009 — 2013
Bachelor of Science (BS), Business Management, Finance & Supply Chain Management, 3.7 GPA
Davis High School 2002 — 2005
Diploma
Derek Sparks Derek Sparks's Vanguard Experience January 2014 - Present
Job Brokerage Investment Professional at Vanguard
Industry Financial Services
Experience
Vanguard January 2014 - Present
Skills
Microsoft Excel, Finance, Customer Service, PowerPoint, Microsoft Word, Budgets, Marketing, Financial Accounting, Outlook, Leadership, Start-ups, QuickBooks, Managerial Accounting, Financial Reporting, Time Management, Macroeconomics, Accounting, Corporate Finance, Financial Analysis, Negotiation, Team Leadership, Series 7, Series 63, SharePoint Designer, SharePoint, InfoPath Forms
Education
MBA 2015 — 2018
Master of Business Administration (MBA)
Brigham Young University - Idaho 2010 — 2013
Business Management, Business, 3.98
Vanguard January 2014 - Present
Skills
Microsoft Excel, Finance, Customer Service, PowerPoint, Microsoft Word, Budgets, Marketing, Financial Accounting, Outlook, Leadership, Start-ups, QuickBooks, Managerial Accounting, Financial Reporting, Time Management, Macroeconomics, Accounting, Corporate Finance, Financial Analysis, Negotiation, Team Leadership, Series 7, Series 63, SharePoint Designer, SharePoint, InfoPath Forms
Education
MBA 2015 — 2018
Master of Business Administration (MBA)
Brigham Young University - Idaho 2010 — 2013
Business Management, Business, 3.98
Samantha Zúñiga Samantha Zúñiga's Vanguard Experience June 2015 - Present
Job Assigned Representative at Vanguard
Industry Financial Services
Experience
Vanguard June 2015 - Present
Vanguard June 2014 - Present
Missionary Training Center February 2013 - May 2014
U.S. Bank January 2014 - April 2014
Impression Bridal April 2013 - June 2013
State Farm August 2012 - December 2012
In-N-Out Burger June 2009 - December 2012
The Church of Jesus Christ of Latter-day Saints March 2011 - August 2012
Costco Wholesale June 2008 - August 2008
Skills
Leadership, Teamwork, Spanish, PowerPoint, Sales, Teaching, Customer Service, Hold Series 7, Microsoft Excel, Microsoft Office, Inventory Management, Microsoft Word, Food Safety, Clerical Skills, Food Service, Food, Food Quality, Food Industry
Education
Brigham Young University
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Vanguard June 2015 - Present
Vanguard June 2014 - Present
Missionary Training Center February 2013 - May 2014
U.S. Bank January 2014 - April 2014
Impression Bridal April 2013 - June 2013
State Farm August 2012 - December 2012
In-N-Out Burger June 2009 - December 2012
The Church of Jesus Christ of Latter-day Saints March 2011 - August 2012
Costco Wholesale June 2008 - August 2008
Skills
Leadership, Teamwork, Spanish, PowerPoint, Sales, Teaching, Customer Service, Hold Series 7, Microsoft Excel, Microsoft Office, Inventory Management, Microsoft Word, Food Safety, Clerical Skills, Food Service, Food, Food Quality, Food Industry
Education
Brigham Young University
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Clinton Harper Clinton Harper's Vanguard Experience July 2013 - Present
Job Client Relationship Specialist at Vanguard
Industry Financial Services
Experience
Vanguard July 2013 - Present
Harper Farms January 1995 - July 2013
BANDER Investments April 2013 - June 2013
Harper Construction Inc. July 2008 - December 2011
Leavitt Farms General Partnership September 2008 - October 2011
The Church of Jesus Christ of Latter-day Saints February 2005 - February 2007
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Economics, Customer Service, Financial Analysis, Research, Teamwork, Access, Marketing, Time Management, Training, Analysis
Education
Brigham Young University - Idaho 2008 — 2013
Bachelor of Science (BS), Agribusiness/Agricultural Business Operations
Brigham Young University - Idaho 2008 — 2013
Bachelor of Science (B.S.), Agricultural Business and Management
Snake River High School
Vanguard July 2013 - Present
Harper Farms January 1995 - July 2013
BANDER Investments April 2013 - June 2013
Harper Construction Inc. July 2008 - December 2011
Leavitt Farms General Partnership September 2008 - October 2011
The Church of Jesus Christ of Latter-day Saints February 2005 - February 2007
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Economics, Customer Service, Financial Analysis, Research, Teamwork, Access, Marketing, Time Management, Training, Analysis
Education
Brigham Young University - Idaho 2008 — 2013
Bachelor of Science (BS), Agribusiness/Agricultural Business Operations
Brigham Young University - Idaho 2008 — 2013
Bachelor of Science (B.S.), Agricultural Business and Management
Snake River High School
Langston Laury's Vanguard Experience August 2013 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Vanguard August 2013 - Present
Morgan Stanley Wealth Management 2011 - 2012
Merrill Lynch March 2006 - March 2008
Skills
Portuguese, Spanish, Latin, PowerPoint, Excel models, Wealth Management..., Data Analysis, Investments, Risk Management, Financial Modeling, Series 7
Education
Brown University 2001 — 2005
Bachelor of Arts (B.A.), Business/Managerial Economics
The Episcopal Academy 1997 — 2001
Vanguard August 2013 - Present
Morgan Stanley Wealth Management 2011 - 2012
Merrill Lynch March 2006 - March 2008
Skills
Portuguese, Spanish, Latin, PowerPoint, Excel models, Wealth Management..., Data Analysis, Investments, Risk Management, Financial Modeling, Series 7
Education
Brown University 2001 — 2005
Bachelor of Arts (B.A.), Business/Managerial Economics
The Episcopal Academy 1997 — 2001
Brian Rivera's Vanguard Experience March 2015 - Present
Job Financial Adviser, Voyager PAS Vanguard
Industry Financial Services
Experience
Vanguard March 2015 - Present
BKR Financial January 2015 - Present
Vanguard April 2013 - February 2015
Northwestern Mutual March 2011 - July 2012
H&R Block December 2011 - April 2012
Mary Bartsas Enterprises LLC May 2009 - August 2009
Skills
Strategic Financial..., Income Tax, Financial Analysis, Microsoft Office, Portuguese, Personal Finance, PowerPoint, Microsoft Excel, Accounting, Investments, Financial Planning, Finance, Public Speaking
Education
Brigham Young University 2005 — 2013
Bachelor of Science (B.S.), Management: Finance, 3.48 GPA (3.70 Major GPA)
Vanguard March 2015 - Present
BKR Financial January 2015 - Present
Vanguard April 2013 - February 2015
Northwestern Mutual March 2011 - July 2012
H&R Block December 2011 - April 2012
Mary Bartsas Enterprises LLC May 2009 - August 2009
Skills
Strategic Financial..., Income Tax, Financial Analysis, Microsoft Office, Portuguese, Personal Finance, PowerPoint, Microsoft Excel, Accounting, Investments, Financial Planning, Finance, Public Speaking
Education
Brigham Young University 2005 — 2013
Bachelor of Science (B.S.), Management: Finance, 3.48 GPA (3.70 Major GPA)
Evan Kaplan's Vanguard Experience 1998 - 1999
Job NonProfit Executive Director, Board Director
Industry Nonprofit Organization Management
Experience
Child and Family Connections, Inc. March 2010 - Present
Kaplan-Gardner 2007 - 2013
Razorfish March 2005 - March 2007
HireSharp 2000 - 2005
IMS Health May 1999 - June 2000
Vanguard 1998 - 1999
Various Recruiting Organizations 1992 - 1998
Skills
Mental Health Counseling, Mental Health, Child Mental Health, Parenting, Parent Education, Parent Communication, Parenting Plans, Children, Child Welfare, Child Advocacy, Child Support, Communication, Trust, Leadership, Mentoring, Youth Mentoring, Youth Programs, Non-profits, Non-profit..., Philanthropy, Education, Health Education, Awareness, Stigma, Recruiting, Retained Search, Digital Marketing, Advertising, Online Advertising, Interactive Marketing, Staffing Services, Executive Search, Sourcing, Marketing Communications, Leadership Development, Executive Staffing, Permanent Placement, Interactive Media, Media, Social Media Marketing, Behavioral Health, Consumer Healthcare, Resume Writing, Behavioral Interviewing, Organizational..., Strategic Planning, Grant Administration, Corporate Social..., Talent Acquisition, Integrated Marketing
Education
Bryn Mawr College 2014 — 2014
Non-Profit Executive Leadership Institute
Wharton / University of Pennsylvania, Executive Leadership Program 1999 — 1999
Management
Penn State University 1986 — 1990
Bachelor's, Liberal Arts, Writing ; Minor in Postmodern Literature
Child and Family Connections, Inc. March 2010 - Present
Kaplan-Gardner 2007 - 2013
Razorfish March 2005 - March 2007
HireSharp 2000 - 2005
IMS Health May 1999 - June 2000
Vanguard 1998 - 1999
Various Recruiting Organizations 1992 - 1998
Skills
Mental Health Counseling, Mental Health, Child Mental Health, Parenting, Parent Education, Parent Communication, Parenting Plans, Children, Child Welfare, Child Advocacy, Child Support, Communication, Trust, Leadership, Mentoring, Youth Mentoring, Youth Programs, Non-profits, Non-profit..., Philanthropy, Education, Health Education, Awareness, Stigma, Recruiting, Retained Search, Digital Marketing, Advertising, Online Advertising, Interactive Marketing, Staffing Services, Executive Search, Sourcing, Marketing Communications, Leadership Development, Executive Staffing, Permanent Placement, Interactive Media, Media, Social Media Marketing, Behavioral Health, Consumer Healthcare, Resume Writing, Behavioral Interviewing, Organizational..., Strategic Planning, Grant Administration, Corporate Social..., Talent Acquisition, Integrated Marketing
Education
Bryn Mawr College 2014 — 2014
Non-Profit Executive Leadership Institute
Wharton / University of Pennsylvania, Executive Leadership Program 1999 — 1999
Management
Penn State University 1986 — 1990
Bachelor's, Liberal Arts, Writing ; Minor in Postmodern Literature
Nicholas Margaritis Nicholas Margaritis's Vanguard Experience October 2014 - Present
Job Client Relations and Customer Service
Industry Financial Services
Experience
Vanguard October 2014 - Present
Self Employed / Independent Publishing Professional March 2009 - September 2014
Macy's Credit and Customer Service August 2007 - March 2009
FedEx Customer Information Services January 2006 - May 2007
Express Scripts January 2004 - February 2006
Skills
Customer Service, Microsoft Office, Microsoft Excel, Leadership, Public Speaking, Microsoft Word, Social Media
Education
Brigham Young University 1986 — 1989
Bachelor of Arts (B.A.), Philosophy
Vanguard October 2014 - Present
Self Employed / Independent Publishing Professional March 2009 - September 2014
Macy's Credit and Customer Service August 2007 - March 2009
FedEx Customer Information Services January 2006 - May 2007
Express Scripts January 2004 - February 2006
Skills
Customer Service, Microsoft Office, Microsoft Excel, Leadership, Public Speaking, Microsoft Word, Social Media
Education
Brigham Young University 1986 — 1989
Bachelor of Arts (B.A.), Philosophy
Marwa Muhammad Marwa Muhammad's Vanguard Experience May 2008 - August 2008
Job Cofounder at Trance
Industry Computer Software
Experience
Trance March 2013 - Present
Logica January 2012 - December 2012
WeSpeke June 2012 - August 2012
Freddie Mac January 2010 - July 2011
Nfoshare March 2011 - June 2011
Vanguard May 2008 - August 2008
Collaborative Research Experience for Undergraduates September 2007 - May 2008
DePaul University June 2007 - August 2007
Grameen Bank May 2007 - June 2007
Skills
Human Computer..., Contextual Inquiry, Interaction Design, User centered design, Paper Prototyping, Usability Testing, Heuristic Evaluation, Illustrator, InDesign, Photoshop, Processing, C, Python, Java, OpenGL, Visual Basic, User-centered Design, User Research, After Effects, Wire Framing, Persona, User Scenarios, User Interface Design, Wireframes, Usability Engineering, Entrepreneurship
Education
Carnegie Mellon University 2011 — 2012
Masters, Human Computer Interaction
University of Madeira 2011 — 2012
Masters, Human Computer Interaction
Bryn Mawr College 2005 — 2009
Bachelor of Arts, Computer Science; Computer Science
Trance March 2013 - Present
Logica January 2012 - December 2012
WeSpeke June 2012 - August 2012
Freddie Mac January 2010 - July 2011
Nfoshare March 2011 - June 2011
Vanguard May 2008 - August 2008
Collaborative Research Experience for Undergraduates September 2007 - May 2008
DePaul University June 2007 - August 2007
Grameen Bank May 2007 - June 2007
Skills
Human Computer..., Contextual Inquiry, Interaction Design, User centered design, Paper Prototyping, Usability Testing, Heuristic Evaluation, Illustrator, InDesign, Photoshop, Processing, C, Python, Java, OpenGL, Visual Basic, User-centered Design, User Research, After Effects, Wire Framing, Persona, User Scenarios, User Interface Design, Wireframes, Usability Engineering, Entrepreneurship
Education
Carnegie Mellon University 2011 — 2012
Masters, Human Computer Interaction
University of Madeira 2011 — 2012
Masters, Human Computer Interaction
Bryn Mawr College 2005 — 2009
Bachelor of Arts, Computer Science; Computer Science
Vincent Ham Vincent Ham's Vanguard Experience January 2009 - Present
Job Certified Financial Planner at Vanguard
Industry Financial Services
Experience
Vanguard January 2009 - Present
Vanguard June 2004 - January 2009
Skills
Customer Service, Microsoft Office, Leadership, Investments, Financial Analysis, Finance, Financial Services, Asset Management
Education
Brown University
Bachelor of Arts (B.A.)
Vanguard January 2009 - Present
Vanguard June 2004 - January 2009
Skills
Customer Service, Microsoft Office, Leadership, Investments, Financial Analysis, Finance, Financial Services, Asset Management
Education
Brown University
Bachelor of Arts (B.A.)
Olayemi Bamisile Olayemi Bamisile's Vanguard Experience November 2014 - Present
Job BA in Finance Fund Financial Associate ETF Admistration at Vanguard
Industry Financial Services
Experience
Vanguard November 2014 - Present
Vanguard September 2013 - November 2014
Walgreens July 2008 - August 2013
Fountas Family February 2013 - May 2013
Nathanael & Associates May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Public Speaking, Excel Modeling, Securities Trading, Capital Budgeting, Valuation, Cost Of Capital, Investments, Portfolio Performance..., Real Estate Transactions, Reality, Analytical Problem..., Teaching & Training, Data Analysis, Financial Statement..., Accounting, Individual Client..., Sales, Direct Marketing, Financial Modeling, Sensitivity Analysis, Event Planning, Organizational..., Team Leadership, Keen Listener, Financial Forecasting, Cash Flow Forecasting, NPV, IRR, Time Value of Money, Data Entry, Critical Thinking, Time Management
Education
Simmons College 2010 — 2013
Bachelor of Arts (B.A.), Finance, General
Rhode Island College 2009 — 2010
Liberal Arts Courses
Brown University 2008 — 2008
Liberal Arts Courses, Brown University Summer Pre-College Program
Vanguard November 2014 - Present
Vanguard September 2013 - November 2014
Walgreens July 2008 - August 2013
Fountas Family February 2013 - May 2013
Nathanael & Associates May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Public Speaking, Excel Modeling, Securities Trading, Capital Budgeting, Valuation, Cost Of Capital, Investments, Portfolio Performance..., Real Estate Transactions, Reality, Analytical Problem..., Teaching & Training, Data Analysis, Financial Statement..., Accounting, Individual Client..., Sales, Direct Marketing, Financial Modeling, Sensitivity Analysis, Event Planning, Organizational..., Team Leadership, Keen Listener, Financial Forecasting, Cash Flow Forecasting, NPV, IRR, Time Value of Money, Data Entry, Critical Thinking, Time Management
Education
Simmons College 2010 — 2013
Bachelor of Arts (B.A.), Finance, General
Rhode Island College 2009 — 2010
Liberal Arts Courses
Brown University 2008 — 2008
Liberal Arts Courses, Brown University Summer Pre-College Program
Trinity Gray Trinity Gray's Vanguard Experience January 2011 - May 2012
Job
Industry Financial Services
Experience
TIAA-CREF May 2012 - Present
Vanguard January 2011 - May 2012
Bank of America June 2010 - January 2011
Bank of America September 2008 - June 2010
Merrill Lynch June 2006 - August 2008
Morgan Stanley June 2004 - May 2006
Nike June 2000 - February 2004
Skills
Client Relationship..., Financial Planning, Customer Relations, CRM, Asset Allocation, Strategic Financial..., Customer Service, Investments, Retirement Planning, Mutual Funds, Wealth Management, Retirement, Portfolio Management, Finance, Insurance, Estate Planning, Financial Services, Relationship Management, Securities, Fixed Annuities, Financial Advisory, 401k, Alternative Investments
Education
Securities & Regulation Licenses 2004 — 2005
Brown University 1996 — 2000
2000
Brown University 1996 — 2000
B.A
TIAA-CREF May 2012 - Present
Vanguard January 2011 - May 2012
Bank of America June 2010 - January 2011
Bank of America September 2008 - June 2010
Merrill Lynch June 2006 - August 2008
Morgan Stanley June 2004 - May 2006
Nike June 2000 - February 2004
Skills
Client Relationship..., Financial Planning, Customer Relations, CRM, Asset Allocation, Strategic Financial..., Customer Service, Investments, Retirement Planning, Mutual Funds, Wealth Management, Retirement, Portfolio Management, Finance, Insurance, Estate Planning, Financial Services, Relationship Management, Securities, Fixed Annuities, Financial Advisory, 401k, Alternative Investments
Education
Securities & Regulation Licenses 2004 — 2005
Brown University 1996 — 2000
2000
Brown University 1996 — 2000
B.A
Tori Berry Tori Berry's Vanguard Experience November 2013 - Present
Job Copywriter
Industry Financial Services
Experience
Freelance June 2014 - Present
Vanguard November 2013 - Present
Capital Group / Kelly Services October 2012 - November 2013
Skills
Customer Service, Copywriting, Highly Detailed, Enthusiasm to learn, Integrity, Organized Multi-tasker, Organized self-starter, Literature, Art, Oil Painting, Creative Writing, Telephone Skills, Filing, Management, Writing, Social Media, Microsoft Excel, Microsoft Office
Education
Brigham Young University - Idaho 2010 — 2012
Bachelor of Arts (B.A.), English, Graduated
Northland Pioneer College 2007 — 2009
Associate's degree, General Studies
Freelance June 2014 - Present
Vanguard November 2013 - Present
Capital Group / Kelly Services October 2012 - November 2013
Skills
Customer Service, Copywriting, Highly Detailed, Enthusiasm to learn, Integrity, Organized Multi-tasker, Organized self-starter, Literature, Art, Oil Painting, Creative Writing, Telephone Skills, Filing, Management, Writing, Social Media, Microsoft Excel, Microsoft Office
Education
Brigham Young University - Idaho 2010 — 2012
Bachelor of Arts (B.A.), English, Graduated
Northland Pioneer College 2007 — 2009
Associate's degree, General Studies
Dan Fackrell's Vanguard Experience September 2007 - November 2009
Job Retail Sales Representative at Verizon Wireless
Industry Telecommunications
Experience
Verizon Wireless January 2011 - Present
Steve's Shelves November 2009 - January 2011
Vanguard September 2007 - November 2009
Skills
Series 6, Series 63, Management, Sales, Customer Retention, Customer Acquisition, Customer Experience, Quality Assurance, Highly detail oriented, Organizational Learning, Fast Learner, Experienced Trainer, Small Business Online..., Social Networking, Problem Solving, Social Skills, Psychological Testing, Spanish-English
Education
Brigham Young University 2002 — 2006
BS, Social Psychology
Eastern Arizona College
Verizon Wireless January 2011 - Present
Steve's Shelves November 2009 - January 2011
Vanguard September 2007 - November 2009
Skills
Series 6, Series 63, Management, Sales, Customer Retention, Customer Acquisition, Customer Experience, Quality Assurance, Highly detail oriented, Organizational Learning, Fast Learner, Experienced Trainer, Small Business Online..., Social Networking, Problem Solving, Social Skills, Psychological Testing, Spanish-English
Education
Brigham Young University 2002 — 2006
BS, Social Psychology
Eastern Arizona College
Rand Erickson Rand Erickson's Vanguard Experience August 2014 - May 2015
Job Retirement Counselor at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments June 2015 - Present
Vanguard August 2014 - May 2015
Brigham Young University June 2009 - August 2014
Missionary Training Center July 2008 - June 2009
Missionary Training Center August 2007 - July 2008
Missionary Training Center December 2005 - August 2007
Education
Brigham Young University
Bachelor of Science (BS), Economics
Fidelity Investments June 2015 - Present
Vanguard August 2014 - May 2015
Brigham Young University June 2009 - August 2014
Missionary Training Center July 2008 - June 2009
Missionary Training Center August 2007 - July 2008
Missionary Training Center December 2005 - August 2007
Education
Brigham Young University
Bachelor of Science (BS), Economics
Meredith Bright's Vanguard Experience June 2014 - Present
Job SharePoint at Vanguard
Industry Information Technology and Services
Experience
Vanguard June 2014 - Present
Paragon June 2011 - Present
IKON Office Solutions April 2010 - October 2011
PricewaterhouseCoopers October 2008 - November 2009
Entology March 2007 - October 2008
Yarnware.com 2000 - 2007
Novartis 2003 - 2004
IBM June 1996 - June 2000
Bond Technologies 1996 - 1997
JPMorgan Chase 1992 - 1996
Skills
Content Management, Document Management, E-commerce, SharePoint, Lotus Notes, SDLC, Databases, Integration, Business Analysis, Software Development, Business Process, .NET, CRM, Enterprise Software, Visio, Project Management
Education
Brandeis University 1985 — 1989
BA, Economics, Computer Science
Vanguard June 2014 - Present
Paragon June 2011 - Present
IKON Office Solutions April 2010 - October 2011
PricewaterhouseCoopers October 2008 - November 2009
Entology March 2007 - October 2008
Yarnware.com 2000 - 2007
Novartis 2003 - 2004
IBM June 1996 - June 2000
Bond Technologies 1996 - 1997
JPMorgan Chase 1992 - 1996
Skills
Content Management, Document Management, E-commerce, SharePoint, Lotus Notes, SDLC, Databases, Integration, Business Analysis, Software Development, Business Process, .NET, CRM, Enterprise Software, Visio, Project Management
Education
Brandeis University 1985 — 1989
BA, Economics, Computer Science
David Glauser David Glauser's Vanguard Experience January 2013 - September 2013
Job Project Manager at Ivory Homes
Industry Real Estate
Experience
Mohamed Salman Advocate & Legal Consultants May 2015 - Present
Ivory Homes September 2013 - February 2015
Vanguard January 2013 - September 2013
Mitt Romney for President August 2012 - November 2012
2012 Republican National Convention May 2012 - August 2012
University of Utah ASUU January 2012 - August 2012
Real Salt Lake Soccer February 2012 - May 2012
Tagge Fruit June 2011 - October 2011
Republican National Committee October 2009 - February 2011
Republican National Committee August 2009 - December 2009
Skills
Customer Service, Writing, Social Media, Social Networking, Facebook, Microsoft Office, PowerPoint, Social Media Marketing, Public Speaking, Microsoft Excel, Event Planning
Education
Brigham Young University—J. Reuben Clark Law School 2014 — 2017
Juris Doctor (J.D.), International Law and Legal Studies
University of Utah 2009 — 2012
Honors Bachelor's of Science, Economics, 3.75
Mohamed Salman Advocate & Legal Consultants May 2015 - Present
Ivory Homes September 2013 - February 2015
Vanguard January 2013 - September 2013
Mitt Romney for President August 2012 - November 2012
2012 Republican National Convention May 2012 - August 2012
University of Utah ASUU January 2012 - August 2012
Real Salt Lake Soccer February 2012 - May 2012
Tagge Fruit June 2011 - October 2011
Republican National Committee October 2009 - February 2011
Republican National Committee August 2009 - December 2009
Skills
Customer Service, Writing, Social Media, Social Networking, Facebook, Microsoft Office, PowerPoint, Social Media Marketing, Public Speaking, Microsoft Excel, Event Planning
Education
Brigham Young University—J. Reuben Clark Law School 2014 — 2017
Juris Doctor (J.D.), International Law and Legal Studies
University of Utah 2009 — 2012
Honors Bachelor's of Science, Economics, 3.75
Jordan Gillming's Vanguard Experience May 2014 - Present
Job Student at BYUIdaho
Industry International Trade and Development
Experience
Vanguard May 2014 - Present
BYU-Idaho September 2008 - April 2014
AFM Environmental Inc. June 2011 - September 2011
No-Toil Industries June 2006 - September 2008
Skills
Russian Speaker, People Skills, Team Motivator, Russian, Time Management
Education
Brigham Young University - Idaho 2008 — 2014
Vanguard May 2014 - Present
BYU-Idaho September 2008 - April 2014
AFM Environmental Inc. June 2011 - September 2011
No-Toil Industries June 2006 - September 2008
Skills
Russian Speaker, People Skills, Team Motivator, Russian, Time Management
Education
Brigham Young University - Idaho 2008 — 2014
Brooke Cadiente Brooke Cadiente's Vanguard Experience March 2007 - February 2008
Job National Recruitment Manager at SAFE Security
Industry Computer Software
Experience
SAFE Security June 2015 - August 2015
Results Positive May 2012 - April 2015
HP 2013 - 2013
ResultsPositive 2012 - 2013
Edward Jones March 2008 - May 2012
Vanguard March 2007 - February 2008
Chicago Title January 2006 - January 2007
Skills
SaaS, Enterprise Software, Cloud Computing, Sales, Management, Business Intelligence
Education
Brigham Young University 1999 — 2003
Bachelor of Arts, Visual Art
SAFE Security June 2015 - August 2015
Results Positive May 2012 - April 2015
HP 2013 - 2013
ResultsPositive 2012 - 2013
Edward Jones March 2008 - May 2012
Vanguard March 2007 - February 2008
Chicago Title January 2006 - January 2007
Skills
SaaS, Enterprise Software, Cloud Computing, Sales, Management, Business Intelligence
Education
Brigham Young University 1999 — 2003
Bachelor of Arts, Visual Art
Alex Leiser Alex Leiser's Vanguard Experience May 2013 - July 2015
Job Financial Services
Industry Financial Services
Experience
Hamilton Lane July 2015 - Present
Vanguard May 2013 - July 2015
Vanguard July 2012 - May 2013
Skills
Investments, Microsoft Word, Microsoft Excel, Time Management, Strategy, Research, Leadership, PowerPoint
Education
Bucknell University 2008 — 2012
BSBA, Management
Syracuse University 2010 — 2011
International Business
Conestoga High School 2004 — 2008
Hamilton Lane July 2015 - Present
Vanguard May 2013 - July 2015
Vanguard July 2012 - May 2013
Skills
Investments, Microsoft Word, Microsoft Excel, Time Management, Strategy, Research, Leadership, PowerPoint
Education
Bucknell University 2008 — 2012
BSBA, Management
Syracuse University 2010 — 2011
International Business
Conestoga High School 2004 — 2008
Pablo Marapodi Pablo Marapodi's Vanguard Experience February 2014 - Present
Job Client Relations Associate Flagship
Industry Financial Services
Experience
Vanguard February 2014 - Present
Goldman Sachs May 2013 - August 2013
JPMorgan Chase October 2011 - May 2013
Wells Fargo September 2009 - October 2011
Skills
Finance, Leadership, Employee Learning &..., Investment Advisory, Relationship Management, Credit, Commercial Banking, Banking, Financial Analysis, Microsoft Excel, Cash Management, Retail Banking, Management, Strategic Financial..., Investments, Microsoft Office, Sales, Marketing Strategy, Team Leadership, Customer Service, Financial Modeling, Personal Financial..., Accounting, Spanish, Portfolio Optimization, Capital Budgeting, Time Value of Money, Analytical Reasoning, Spanish-speaking, Access, Financial Services, Consumer Lending, Bonds, Deposits, Time Management, Lines Of Credit, Cross Selling, Securities, Financial Statement..., Mergers & Acquisitions, Credit Risk, Bank Product Sales, Intrapersonal Skills, Financial Planning
Education
Utah Valley University 2009 — 2013
Bachelor's Degree, Finance
Brigham Young University - Idaho 2008 — 2008
Bachelor of Science (BS), General Studies
Vanguard February 2014 - Present
Goldman Sachs May 2013 - August 2013
JPMorgan Chase October 2011 - May 2013
Wells Fargo September 2009 - October 2011
Skills
Finance, Leadership, Employee Learning &..., Investment Advisory, Relationship Management, Credit, Commercial Banking, Banking, Financial Analysis, Microsoft Excel, Cash Management, Retail Banking, Management, Strategic Financial..., Investments, Microsoft Office, Sales, Marketing Strategy, Team Leadership, Customer Service, Financial Modeling, Personal Financial..., Accounting, Spanish, Portfolio Optimization, Capital Budgeting, Time Value of Money, Analytical Reasoning, Spanish-speaking, Access, Financial Services, Consumer Lending, Bonds, Deposits, Time Management, Lines Of Credit, Cross Selling, Securities, Financial Statement..., Mergers & Acquisitions, Credit Risk, Bank Product Sales, Intrapersonal Skills, Financial Planning
Education
Utah Valley University 2009 — 2013
Bachelor's Degree, Finance
Brigham Young University - Idaho 2008 — 2008
Bachelor of Science (BS), General Studies
Tim Hammond, CFP® Tim Hammond, CFP®'s Vanguard Experience August 2004 - March 2005
Job Wealth Manager at USAA
Industry Financial Services
Experience
USAA September 2013 - Present
USAA January 2010 - August 2013
Bankers Life and Casualty Company August 2009 - January 2010
Ameriprise Financial Services, Inc. August 2006 - July 2009
Colonial Life March 2006 - August 2006
Vanguard August 2004 - March 2005
Hertz October 2001 - March 2004
Education
University of Phoenix - MBA 2010 — 2011
Kaplan University 2008 — 2009
Financial Planning Certificate
Brigham Young University 1994 — 2001
BA, College of Communications
Hillcrest High School 1991 — 1994
USAA September 2013 - Present
USAA January 2010 - August 2013
Bankers Life and Casualty Company August 2009 - January 2010
Ameriprise Financial Services, Inc. August 2006 - July 2009
Colonial Life March 2006 - August 2006
Vanguard August 2004 - March 2005
Hertz October 2001 - March 2004
Education
University of Phoenix - MBA 2010 — 2011
Kaplan University 2008 — 2009
Financial Planning Certificate
Brigham Young University 1994 — 2001
BA, College of Communications
Hillcrest High School 1991 — 1994
Christian Moon's Vanguard Experience February 2014 - August 2015
Job Client Associate at Miller Russell Associates
Industry Financial Services
Experience
Miller Russell Associates September 2015 - Present
Vanguard February 2014 - August 2015
US Foods July 2013 - September 2013
Sanctuary Wealth Mangement April 2013 - July 2013
Cooper Norman December 2012 - April 2013
BYU-Idaho April 2012 - July 2012
Odell's Furniture June 2005 - June 2010
Skills
Finance, Auditing, Tax Accounting, Financial Accounting, Financial Reporting, Tax, QuickBooks, Management, Microsoft Excel, Financial Statements, Financial Services, Financial Modeling, Strategic Financial..., Database Administration, Financial Planning, Tax Consultation, Visual Basic
Education
Brigham Young University - Idaho 2010 — 2013
Bachelor, Accounting
Kaplan University
Accelerated Financial Planning Program (AccFP)
Miller Russell Associates September 2015 - Present
Vanguard February 2014 - August 2015
US Foods July 2013 - September 2013
Sanctuary Wealth Mangement April 2013 - July 2013
Cooper Norman December 2012 - April 2013
BYU-Idaho April 2012 - July 2012
Odell's Furniture June 2005 - June 2010
Skills
Finance, Auditing, Tax Accounting, Financial Accounting, Financial Reporting, Tax, QuickBooks, Management, Microsoft Excel, Financial Statements, Financial Services, Financial Modeling, Strategic Financial..., Database Administration, Financial Planning, Tax Consultation, Visual Basic
Education
Brigham Young University - Idaho 2010 — 2013
Bachelor, Accounting
Kaplan University
Accelerated Financial Planning Program (AccFP)
Michael Engel's Vanguard Experience January 2014 - Present
Job Investment Professional at The Vanguard Group
Industry Financial Services
Experience
Vanguard January 2014 - Present
BYU-Idaho September 2013 - December 2013
BYU-Idaho April 2013 - July 2013
Northwestern Mutual November 2012 - May 2013
The Church of Jesus Christ of Latter-Day Saints April 2008 - April 2010
Skills
Stata, Microsoft Excel, Spanish-speaking, Bloomberg Terminal, PowerPoint, Microsoft Word, Economics, Finance, Spanish Literature, Spanish Writing, Spanish Reading, Spanish, Financial Analysis, Data Analysis
Education
Brigham Young University - Idaho 2010 — 2013
Bachelor’s Degree, Financial Economics, GPA: 3.53
Vanguard January 2014 - Present
BYU-Idaho September 2013 - December 2013
BYU-Idaho April 2013 - July 2013
Northwestern Mutual November 2012 - May 2013
The Church of Jesus Christ of Latter-Day Saints April 2008 - April 2010
Skills
Stata, Microsoft Excel, Spanish-speaking, Bloomberg Terminal, PowerPoint, Microsoft Word, Economics, Finance, Spanish Literature, Spanish Writing, Spanish Reading, Spanish, Financial Analysis, Data Analysis
Education
Brigham Young University - Idaho 2010 — 2013
Bachelor’s Degree, Financial Economics, GPA: 3.53
Daphne Goldman Daphne Goldman's Vanguard Experience June 2004 - August 2005
Job Senior Counsel at PNC Bank, National Association
Industry Financial Services
Experience
PNC Bank, National Association August 2005 - Present
Vanguard June 2004 - August 2005
Blank Rome LLP August 1990 - May 2004
Skills
Fiduciary Litigation, Trusts, Estate Administration, Estate Law, Fiduciary, Estate Planning, Fiduciary Services, Legal Research, Legal Writing, Asset Management
Education
Temple University - James E. Beasley School of Law 1984 — 1987
JD, LLM, Law, Taxation
Bryn Mawr College 1978 — 1982
AB, Sociology/Anthropology
PNC Bank, National Association August 2005 - Present
Vanguard June 2004 - August 2005
Blank Rome LLP August 1990 - May 2004
Skills
Fiduciary Litigation, Trusts, Estate Administration, Estate Law, Fiduciary, Estate Planning, Fiduciary Services, Legal Research, Legal Writing, Asset Management
Education
Temple University - James E. Beasley School of Law 1984 — 1987
JD, LLM, Law, Taxation
Bryn Mawr College 1978 — 1982
AB, Sociology/Anthropology
Andrew Brimhall Andrew Brimhall's Vanguard Experience February 2013 - November 2013
Job Sales Account Manager at ATCi
Industry International Affairs
Experience
ATCi November 2013 - March 2015
Vanguard February 2013 - November 2013
Tecnicas Reunidas June 2011 - August 2011
Vangent, Inc. February 2010 - August 2010
Nu Skin Enterprises June 2009 - December 2009
The Church of Jesus Christ of Latter-day Saints May 2006 - June 2008
Skills
Spanish, Analysis, Public Speaking, Microsoft Excel, Microsoft Word, PowerPoint, Research, Microsoft Office, English, Customer Service, Negotiation, Cultural Anthropology, Archaeology, Korean, Finance, Series 7, Series 63, Satellite Communications
Education
Thunderbird School of Global Management 2010 — 2011
Masters of Arts, Global Affairs and Management, 3.58
Brigham Young University 2004 — 2009
Bachelor of Arts in Anthropology, Archaeology, Korean, 3.31
ATCi November 2013 - March 2015
Vanguard February 2013 - November 2013
Tecnicas Reunidas June 2011 - August 2011
Vangent, Inc. February 2010 - August 2010
Nu Skin Enterprises June 2009 - December 2009
The Church of Jesus Christ of Latter-day Saints May 2006 - June 2008
Skills
Spanish, Analysis, Public Speaking, Microsoft Excel, Microsoft Word, PowerPoint, Research, Microsoft Office, English, Customer Service, Negotiation, Cultural Anthropology, Archaeology, Korean, Finance, Series 7, Series 63, Satellite Communications
Education
Thunderbird School of Global Management 2010 — 2011
Masters of Arts, Global Affairs and Management, 3.58
Brigham Young University 2004 — 2009
Bachelor of Arts in Anthropology, Archaeology, Korean, 3.31
Eric Salzer Eric Salzer's Vanguard Experience January 2014 - Present
Job Investment Analyst Vanguard Institutional Advisory Services at Vanguard
Industry Financial Services
Experience
Vanguard January 2014 - Present
Vanguard October 2011 - January 2014
Vanguard January 2010 - October 2011
Vanguard July 2009 - January 2010
Vanguard September 2006 - July 2009
Bucknell University October 2003 - April 2006
Liberman Networks, Inc. June 2005 - August 2005
Sweet Briar College Junior Year in Spain March 2005 - April 2005
Skills
Bloomberg Terminal, Microsoft Office, Client Relationship..., Credit Derivatives, Interest Rate..., Futures, Fixed Income Research, Equity Derivatives, Forwards, Teaching, Coaching, Writing, Fixed Income, Risk Management, CRM
Education
Bucknell University 2002 — 2006
BA, Economics, Spanish
Dwight-Englewood School 1996 — 2002
Vanguard January 2014 - Present
Vanguard October 2011 - January 2014
Vanguard January 2010 - October 2011
Vanguard July 2009 - January 2010
Vanguard September 2006 - July 2009
Bucknell University October 2003 - April 2006
Liberman Networks, Inc. June 2005 - August 2005
Sweet Briar College Junior Year in Spain March 2005 - April 2005
Skills
Bloomberg Terminal, Microsoft Office, Client Relationship..., Credit Derivatives, Interest Rate..., Futures, Fixed Income Research, Equity Derivatives, Forwards, Teaching, Coaching, Writing, Fixed Income, Risk Management, CRM
Education
Bucknell University 2002 — 2006
BA, Economics, Spanish
Dwight-Englewood School 1996 — 2002
Jim Trezona Jim Trezona's Vanguard Experience January 2003 - July 2006
Job Investment Advisor Representative, CRPC®
Industry Financial Services
Experience
Financial Engines December 2011 - Present
Financial Engines June 2011 - December 2011
MFS Investment Management February 2008 - April 2011
GMAC REAL ESTATE March 2005 - March 2008
Vanguard January 2003 - July 2006
Wells Fargo Advisors November 2001 - November 2002
American Express Financial Advisors September 2000 - November 2001
Rods & Resto's December 1998 - August 2000
Donaldson February 1994 - November 1998
Various 1990 - 1993
Skills
Outstanding Customer..., Financial Analysis, Problem Solving, Logistics, Leadership Development, Retirement, Talent Acquisition, Asset Allocation, IRAs, Financial Services, Strategic Financial..., Retirement Planning, Performance Management, 401k, Sales, Investments, Coaching, Strategic Planning, Process Improvement, Call Center, Investment Strategies, Analysis, Investment Management, Project Management, Account Management, Series 65, Financial Advisory, Relationship Management, Training, Building Relationships, Customer Service, Financial Planning
Education
Michigan Technological University 1981 — 1983
Brown College 1979 — 1980
Diploma & 1st Class FCC License, Radio and Television Broadcasting
Northwestern Military & Naval Academy 1967 — 1971
Diploma, College Prep
Financial Engines December 2011 - Present
Financial Engines June 2011 - December 2011
MFS Investment Management February 2008 - April 2011
GMAC REAL ESTATE March 2005 - March 2008
Vanguard January 2003 - July 2006
Wells Fargo Advisors November 2001 - November 2002
American Express Financial Advisors September 2000 - November 2001
Rods & Resto's December 1998 - August 2000
Donaldson February 1994 - November 1998
Various 1990 - 1993
Skills
Outstanding Customer..., Financial Analysis, Problem Solving, Logistics, Leadership Development, Retirement, Talent Acquisition, Asset Allocation, IRAs, Financial Services, Strategic Financial..., Retirement Planning, Performance Management, 401k, Sales, Investments, Coaching, Strategic Planning, Process Improvement, Call Center, Investment Strategies, Analysis, Investment Management, Project Management, Account Management, Series 65, Financial Advisory, Relationship Management, Training, Building Relationships, Customer Service, Financial Planning
Education
Michigan Technological University 1981 — 1983
Brown College 1979 — 1980
Diploma & 1st Class FCC License, Radio and Television Broadcasting
Northwestern Military & Naval Academy 1967 — 1971
Diploma, College Prep
Cory Cedrone Cory Cedrone's Vanguard Experience January 2003 - May 2003
Job Consultant at Communispace Corporation
Industry Market Research
Experience
C Space December 2012 - Present
C Space December 2012 - Present
State Street January 2008 - January 2012
Tournament Players Club of Boston May 2004 - November 2007
Vanguard January 2003 - May 2003
Skills
Microsoft Excel, Data Analysis, Finance, Outlook, Market Research, Customer Service, Access, PowerPoint, Time Management, Interviews, Newsletters, Project Management, Management, Recruiting, Marketing, Account Reconciliation, Excel, Microsoft Office, Customer Relations, Reconciliations, Training New Employees, Morale, Transfer Agency, Creative Problem Solving, Work From Home, Priority Management, Money Transfer, Interviewing, Employee Selection, Quality Assurance, Customer-focused Service, Client Relations, Organization Skills
Education
Bryant University 2003 — 2007
Bachelor of Science, Business Administration; Business Management; Marketing
Bryant University
C Space December 2012 - Present
C Space December 2012 - Present
State Street January 2008 - January 2012
Tournament Players Club of Boston May 2004 - November 2007
Vanguard January 2003 - May 2003
Skills
Microsoft Excel, Data Analysis, Finance, Outlook, Market Research, Customer Service, Access, PowerPoint, Time Management, Interviews, Newsletters, Project Management, Management, Recruiting, Marketing, Account Reconciliation, Excel, Microsoft Office, Customer Relations, Reconciliations, Training New Employees, Morale, Transfer Agency, Creative Problem Solving, Work From Home, Priority Management, Money Transfer, Interviewing, Employee Selection, Quality Assurance, Customer-focused Service, Client Relations, Organization Skills
Education
Bryant University 2003 — 2007
Bachelor of Science, Business Administration; Business Management; Marketing
Bryant University
Lauren Buckheit Lauren Buckheit's Vanguard Experience July 2015 - Present
Job Vanguard Client Relationship Associate
Industry Financial Services
Experience
Vanguard July 2015 - Present
Bryn Mawr College August 2014 - May 2015
Bryn Mawr College Development Office June 2014 - May 2015
Bryn Mawr College August 2012 - May 2015
Bryn Mawr College Career Development Office September 2012 - December 2014
The Estée Lauder Companies Inc. June 2014 - July 2014
Bone McAllester Norton, PLLC June 2012 - August 2012
Skills
Communication Skills, Research, Fundraising, Event Planning, Donor Research, Teaching, Team Building, Organization, Data Entry, Communication, Microsoft Office, Microsoft Word, Social Media, PowerPoint, Public Speaking, Community Outreach, Nonprofits, Editing, Microsoft Excel, Customer Service, Volunteer Management, Middle Eastern Studies, Finance, Team Leadership
Education
Bryn Mawr College 2011 — 2015
Bachelor of Arts (BA), Political Science, Gender and Sexuality, Middle Eastern Studies
Ensworth High School 2007 — 2011
High School Diploma, Calculus, History, Government and Literature
Vanguard July 2015 - Present
Bryn Mawr College August 2014 - May 2015
Bryn Mawr College Development Office June 2014 - May 2015
Bryn Mawr College August 2012 - May 2015
Bryn Mawr College Career Development Office September 2012 - December 2014
The Estée Lauder Companies Inc. June 2014 - July 2014
Bone McAllester Norton, PLLC June 2012 - August 2012
Skills
Communication Skills, Research, Fundraising, Event Planning, Donor Research, Teaching, Team Building, Organization, Data Entry, Communication, Microsoft Office, Microsoft Word, Social Media, PowerPoint, Public Speaking, Community Outreach, Nonprofits, Editing, Microsoft Excel, Customer Service, Volunteer Management, Middle Eastern Studies, Finance, Team Leadership
Education
Bryn Mawr College 2011 — 2015
Bachelor of Arts (BA), Political Science, Gender and Sexuality, Middle Eastern Studies
Ensworth High School 2007 — 2011
High School Diploma, Calculus, History, Government and Literature
Kassie Sapp Haynes, CIR Kassie Sapp Haynes, CIR's Vanguard Experience April 1999 - Present
Job Senior Recruiter at Vanguard
Industry Financial Services
Experience
Vanguard April 1999 - Present
The Vanguard Group 1999 - Present
Wachovia 1999 - 1999
TEKsystems 1998 - 1999
Education
East Carolina University 1991 — 1993
BS, Speech, Language, and Auditory Pathology
Brigham Young University - Idaho 1989 — 1991
AA, Communications
AIRS CIR Training
Vanguard April 1999 - Present
The Vanguard Group 1999 - Present
Wachovia 1999 - 1999
TEKsystems 1998 - 1999
Education
East Carolina University 1991 — 1993
BS, Speech, Language, and Auditory Pathology
Brigham Young University - Idaho 1989 — 1991
AA, Communications
AIRS CIR Training
Janie De Leon-Male Janie De Leon-Male's Vanguard Experience August 2001 - April 2004
Job Director of Care Coordination at Rothkoff Law Group
Industry Law Practice
Experience
Rothkoff Law Group May 2006 - Present
Courier Post of South Jersey 2006 - 2009
Samost Jewish Family and Children's Service of Southern New Jersey May 2005 - May 2006
South Jersey Health Care Center May 2005 - August 2005
Philadelphia Corporation for Aging July 2004 - April 2005
CareOne at Moorestown April 2004 - January 2005
Vanguard August 2001 - April 2004
American Cancer Society January 2001 - May 2001
Philadelphia's WB-17 / WPHL-TV May 1999 - December 2000
Fox News Channel July 2000 - August 2000
Skills
Policy, Elder Care, Long-term Care, Social Services, Medicare, Home Care, Case Managment, Seniors, Healthcare Management, Nursing, Nonprofits, Mental Health, Acute Care, Hospitals, Healthcare Consulting, HIPAA, Healthcare, Patient Safety, Managed Care, Clinical Research, Medicaid, Psychotherapy, Healthcare Industry, Nursing Education, Community Outreach, Event Planning, Crisis Intervention, Group Therapy, Patient Advocacy, Behavioral Health, Public Speaking, Program Development, Treatment, Asset Protection, Case Management, Compassion, Rehabilitation, Elder Law, Physicians, Trusts, Estate Planning, Health Education, Physician Relations
Education
Bryn Mawr College 2004 — 2006
Master of Social Work (M.S.W.), Social Work
St. Joseph's University 2001 — 2004
Bachelor of Science (BS), Business Administration and Management, General, Magna Cum Laude
Bishop Eustace Preparatory School 1993 — 1997
Rothkoff Law Group May 2006 - Present
Courier Post of South Jersey 2006 - 2009
Samost Jewish Family and Children's Service of Southern New Jersey May 2005 - May 2006
South Jersey Health Care Center May 2005 - August 2005
Philadelphia Corporation for Aging July 2004 - April 2005
CareOne at Moorestown April 2004 - January 2005
Vanguard August 2001 - April 2004
American Cancer Society January 2001 - May 2001
Philadelphia's WB-17 / WPHL-TV May 1999 - December 2000
Fox News Channel July 2000 - August 2000
Skills
Policy, Elder Care, Long-term Care, Social Services, Medicare, Home Care, Case Managment, Seniors, Healthcare Management, Nursing, Nonprofits, Mental Health, Acute Care, Hospitals, Healthcare Consulting, HIPAA, Healthcare, Patient Safety, Managed Care, Clinical Research, Medicaid, Psychotherapy, Healthcare Industry, Nursing Education, Community Outreach, Event Planning, Crisis Intervention, Group Therapy, Patient Advocacy, Behavioral Health, Public Speaking, Program Development, Treatment, Asset Protection, Case Management, Compassion, Rehabilitation, Elder Law, Physicians, Trusts, Estate Planning, Health Education, Physician Relations
Education
Bryn Mawr College 2004 — 2006
Master of Social Work (M.S.W.), Social Work
St. Joseph's University 2001 — 2004
Bachelor of Science (BS), Business Administration and Management, General, Magna Cum Laude
Bishop Eustace Preparatory School 1993 — 1997
Matt Adam Vallejo's Vanguard Experience August 2014 - Present
Job Finance & Business Consultant
Industry Financial Services
Experience
Vanguard August 2014 - Present
RenewableTech Ventures March 2014 - July 2014
BYU-Idaho January 2013 - July 2014
RenewableTech Ventures September 2013 - January 2014
BYU-Idaho January 2013 - January 2014
USA Cash Services June 2011 - December 2011
Real Estate eBroker, Inc. June 2008 - June 2011
Skills
PowerPoint, Microsoft Word, Customer Service, Teamwork, Public Speaking, Outlook, Team Leadership, Data Entry, Economics, Leadership, Spanish, Marketing, Teaching, Recruiting, Advertising, Data Analysis, English, Critical Thinking, Budgets, Market Research, Process Scheduler, Time Management, Program Management, Sales, Accounting, Team Building, Training, Finance, Facebook, Public Relations, Management, SPSS, Financial Analysis, Analysis, Proposal Writing, Entrepreneurship, Statistics
Education
Brigham Young University - Idaho 2011 — 2014
Economics, Economics
Chaffey College 2007 — 2008
General Studies, Economics, 3.8
Vanguard August 2014 - Present
RenewableTech Ventures March 2014 - July 2014
BYU-Idaho January 2013 - July 2014
RenewableTech Ventures September 2013 - January 2014
BYU-Idaho January 2013 - January 2014
USA Cash Services June 2011 - December 2011
Real Estate eBroker, Inc. June 2008 - June 2011
Skills
PowerPoint, Microsoft Word, Customer Service, Teamwork, Public Speaking, Outlook, Team Leadership, Data Entry, Economics, Leadership, Spanish, Marketing, Teaching, Recruiting, Advertising, Data Analysis, English, Critical Thinking, Budgets, Market Research, Process Scheduler, Time Management, Program Management, Sales, Accounting, Team Building, Training, Finance, Facebook, Public Relations, Management, SPSS, Financial Analysis, Analysis, Proposal Writing, Entrepreneurship, Statistics
Education
Brigham Young University - Idaho 2011 — 2014
Economics, Economics
Chaffey College 2007 — 2008
General Studies, Economics, 3.8
Jaden Mitchell Jaden Mitchell's Vanguard Experience May 2014 - Present
Job Vanguard: Client Integrated Services
Industry Financial Services
Experience
Vanguard May 2014 - Present
Brigham Young University December 2010 - January 2014
Skills
Microsoft Office, Data Analysis, Public Speaking, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Leadership, Teaching, Spanish, Time Management, Financial Analysis
Education
Brigham Young University 2007 — 2014
Bachelor of Science (BS), Finance
Vanguard May 2014 - Present
Brigham Young University December 2010 - January 2014
Skills
Microsoft Office, Data Analysis, Public Speaking, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Leadership, Teaching, Spanish, Time Management, Financial Analysis
Education
Brigham Young University 2007 — 2014
Bachelor of Science (BS), Finance
Angela Antonini Angela Antonini's Vanguard Experience October 2013 - Present
Job Senior Legal Analyst at Vanguard
Industry Financial Services
Experience
Vanguard October 2013 - Present
Vanguard April 2013 - October 2013
Vanguard August 2011 - April 2013
Vanguard December 2009 - August 2011
The Vanguard Group 2007 - December 2009
The Vanguard Group July 2006 - February 2007
Skills
Series 63, Series 7, Investments, FINRA, Asset Allocation, Securities, Mutual Funds, Retirement Planning, Wealth Management, Series 6, Analysis, 401k, Financial Services, Equities, ETFs
Education
Villanova University 2010 — 2012
MBA, Strategic Management, International Business
Bucknell University 2002 — 2006
BS Chemistry, Spanish
Vanguard October 2013 - Present
Vanguard April 2013 - October 2013
Vanguard August 2011 - April 2013
Vanguard December 2009 - August 2011
The Vanguard Group 2007 - December 2009
The Vanguard Group July 2006 - February 2007
Skills
Series 63, Series 7, Investments, FINRA, Asset Allocation, Securities, Mutual Funds, Retirement Planning, Wealth Management, Series 6, Analysis, 401k, Financial Services, Equities, ETFs
Education
Villanova University 2010 — 2012
MBA, Strategic Management, International Business
Bucknell University 2002 — 2006
BS Chemistry, Spanish
Jane Yoo Jane Yoo's Vanguard Experience November 2010 - April 2012
Job Financial planning resident in 3year comprehensive training program. Sep 2016 expected completion.
Industry Financial Services
Experience
Aspiriant September 2013 - Present
Waypoint Wealth Partners September 2012 - May 2013
Gosho Financial Group June 2012 - August 2012
Vanguard November 2010 - April 2012
Vanguard July 2009 - November 2010
Robert W. Baird June 2008 - August 2008
Social Security Administration February 2005 - June 2007
Accenture June 2002 - July 2004
Skills
Data Analysis, Investments, Product Management, Business Analysis, Developing Client..., Mentoring, Strategic Analysis, Internal Audit, Communications Strategy
Education
The University of Chicago - Booth School of Business 2007 — 2009
MBA, Finance, Economics
Bryn Mawr College 1997 — 2001
BA, Chemistry
UC Berkeley Extension
Certificate Program, Personal Financial Planning
Aspiriant September 2013 - Present
Waypoint Wealth Partners September 2012 - May 2013
Gosho Financial Group June 2012 - August 2012
Vanguard November 2010 - April 2012
Vanguard July 2009 - November 2010
Robert W. Baird June 2008 - August 2008
Social Security Administration February 2005 - June 2007
Accenture June 2002 - July 2004
Skills
Data Analysis, Investments, Product Management, Business Analysis, Developing Client..., Mentoring, Strategic Analysis, Internal Audit, Communications Strategy
Education
The University of Chicago - Booth School of Business 2007 — 2009
MBA, Finance, Economics
Bryn Mawr College 1997 — 2001
BA, Chemistry
UC Berkeley Extension
Certificate Program, Personal Financial Planning
Tim Patch Tim Patch's Vanguard Experience April 2011 - January 2015
Job Financial Representative with Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2014 - Present
Vanguard April 2011 - January 2015
Art Institute of Pittsburgh July 2010 - January 2012
The Boyer Company July 2003 - October 2007
Charles Schwab September 1999 - July 2003
Skills
New Business Development, Investments, Sales, Retirement Planning, Business Development, 401k, Retirement, Financial Services, Series 7, IRAs, Asset Management, Customer Service, Finance, Mutual Funds, Portfolio Management, Project Management, Uniform Combined State..., Leadership
Education
Brigham Young University 1979 — 1982
Candidate, Finance, Musical Theatre
Fidelity Investments December 2014 - Present
Vanguard April 2011 - January 2015
Art Institute of Pittsburgh July 2010 - January 2012
The Boyer Company July 2003 - October 2007
Charles Schwab September 1999 - July 2003
Skills
New Business Development, Investments, Sales, Retirement Planning, Business Development, 401k, Retirement, Financial Services, Series 7, IRAs, Asset Management, Customer Service, Finance, Mutual Funds, Portfolio Management, Project Management, Uniform Combined State..., Leadership
Education
Brigham Young University 1979 — 1982
Candidate, Finance, Musical Theatre
Kate Veronneau Kate Veronneau's Vanguard Experience September 2012 - March 2013
Job Marketing Director at Thomson Bike Tours
Industry Marketing and Advertising
Experience
Thomson Bike Tours March 2013 - Present
Vanguard September 2012 - March 2013
The Valley Preferred Cycling Center January 2011 - April 2012
Various Teams 2008 - 2010
GSI Commerce 2006 - 2008
The Creative Group December 2005 - November 2006
Skills
Copywriting, Marketing Communications, Public Relations, Event Planning, Event Management, Email Marketing, Sponsorship Strategy, Feature Writing, Social Media Marketing, Creative Concept..., Content Management, Microsoft Office, Adobe Creative Suite, Constant Contact, Strategic Communications, Sponsorship, Cycling, Sports, Sports Marketing, Marketing, Advertising, Brand Development, Marketing Strategy, Media Relations, Strategy, Newsletters, E-commerce, Web Design, Project Management, Sales, New Media, Social Networking
Education
Brown University 1996 — 2000
BA, Modern Culture and Media
Thomson Bike Tours March 2013 - Present
Vanguard September 2012 - March 2013
The Valley Preferred Cycling Center January 2011 - April 2012
Various Teams 2008 - 2010
GSI Commerce 2006 - 2008
The Creative Group December 2005 - November 2006
Skills
Copywriting, Marketing Communications, Public Relations, Event Planning, Event Management, Email Marketing, Sponsorship Strategy, Feature Writing, Social Media Marketing, Creative Concept..., Content Management, Microsoft Office, Adobe Creative Suite, Constant Contact, Strategic Communications, Sponsorship, Cycling, Sports, Sports Marketing, Marketing, Advertising, Brand Development, Marketing Strategy, Media Relations, Strategy, Newsletters, E-commerce, Web Design, Project Management, Sales, New Media, Social Networking
Education
Brown University 1996 — 2000
BA, Modern Culture and Media
Darin Brinley Darin Brinley's Vanguard Experience July 2014 - March 2015
Job Capital Markets Analyst Middle Office at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities March 2015 - Present
Vanguard July 2014 - March 2015
Thrive June 2013 - December 2013
Missionary Training Center July 2012 - July 2013
Denver Asian Chamber of Commerce January 2013 - May 2013
Business Strategy Club January 2013 - April 2013
Ecofirst Pest Control April 2011 - September 2011
The Church of Jesus Christ of Latter-day Saints December 2008 - December 2010
Skills
Public Speaking, Microsoft Office, Market Research, Japanese, Teaching, Leadership, Marketing, English, Microsoft Word, Customer Service, PowerPoint, Management, Team Leadership, Microsoft Excel, Editing, Data Analysis, Research
Education
Brigham Young University 2008 — 2014
Wells Fargo Securities March 2015 - Present
Vanguard July 2014 - March 2015
Thrive June 2013 - December 2013
Missionary Training Center July 2012 - July 2013
Denver Asian Chamber of Commerce January 2013 - May 2013
Business Strategy Club January 2013 - April 2013
Ecofirst Pest Control April 2011 - September 2011
The Church of Jesus Christ of Latter-day Saints December 2008 - December 2010
Skills
Public Speaking, Microsoft Office, Market Research, Japanese, Teaching, Leadership, Marketing, English, Microsoft Word, Customer Service, PowerPoint, Management, Team Leadership, Microsoft Excel, Editing, Data Analysis, Research
Education
Brigham Young University 2008 — 2014
Aurora Delgado-Poust Aurora Delgado-Poust's Vanguard Experience January 2014 - Present
Job Supervisor at Vanguard
Industry Financial Services
Experience
Vanguard January 2014 - Present
Vanguard October 2010 - January 2014
Vanguard September 2006 - October 2010
Skills
Mutual Funds, Series 63, Series 7, Investments, Financial Services, Securities, Bloomberg, Equities, Microsoft Excel
Education
Bucknell University 2002 — 2006
Bachelor of Arts (BA), Spanish and Economics
Vanguard January 2014 - Present
Vanguard October 2010 - January 2014
Vanguard September 2006 - October 2010
Skills
Mutual Funds, Series 63, Series 7, Investments, Financial Services, Securities, Bloomberg, Equities, Microsoft Excel
Education
Bucknell University 2002 — 2006
Bachelor of Arts (BA), Spanish and Economics
Chaz Frazier Chaz Frazier's Vanguard Experience May 2015 - Present
Job Community and Economic Development Real Property Management Intern at Salt Lake City Corporation
Industry Political Organization
Experience
Vanguard May 2015 - Present
Salt Lake City Corporation May 2013 - August 2013
Western Reporting May 2013 - August 2013
BYU-Idaho September 2012 - May 2013
InstaFab July 2010 - March 2012
JH Kelly, LLC. August 2006 - November 2009
Skills
Political Science, Politics, Public Speaking, Research, Social Media, Public Policy, International Relations, PowerPoint, Policy Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, Legal Research, Editing, Construction, Government, Community Outreach, Policy, Process Scheduler, Analysis, Nonprofits, SPSS, Volunteer Management, Fundraising, Event Planning, Critical Thinking, Public Relations
Education
Brigham Young University - Idaho 2012 — 2014
Bachelor of Arts (B.A.), Political Science and Government
Lower Columbia College 2006 — 2008
Vanguard May 2015 - Present
Salt Lake City Corporation May 2013 - August 2013
Western Reporting May 2013 - August 2013
BYU-Idaho September 2012 - May 2013
InstaFab July 2010 - March 2012
JH Kelly, LLC. August 2006 - November 2009
Skills
Political Science, Politics, Public Speaking, Research, Social Media, Public Policy, International Relations, PowerPoint, Policy Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, Legal Research, Editing, Construction, Government, Community Outreach, Policy, Process Scheduler, Analysis, Nonprofits, SPSS, Volunteer Management, Fundraising, Event Planning, Critical Thinking, Public Relations
Education
Brigham Young University - Idaho 2012 — 2014
Bachelor of Arts (B.A.), Political Science and Government
Lower Columbia College 2006 — 2008
William Venturi's Vanguard Experience August 2013 - July 2015
Job Account Executive at Zenefits
Industry Internet
Experience
Zenefits July 2015 - Present
Vanguard August 2013 - July 2015
Northwestern Mutual August 2012 - August 2013
RE/MAX By The Sea February 2011 - December 2012
Skills
Sales, Health Insurance, Life Insurance, Investments, Retirement Planning, Finance, Leadership, IRAs, Customer Service, Microsoft Excel, Real Estate, Microsoft Office, Long Term Care Insurance, Disability Insurance, Permanent Life Insurance, Term Life Insurance, Organization, Communication, Public Speaking
Education
Brigham Young University - Idaho 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Zenefits July 2015 - Present
Vanguard August 2013 - July 2015
Northwestern Mutual August 2012 - August 2013
RE/MAX By The Sea February 2011 - December 2012
Skills
Sales, Health Insurance, Life Insurance, Investments, Retirement Planning, Finance, Leadership, IRAs, Customer Service, Microsoft Excel, Real Estate, Microsoft Office, Long Term Care Insurance, Disability Insurance, Permanent Life Insurance, Term Life Insurance, Organization, Communication, Public Speaking
Education
Brigham Young University - Idaho 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Anita Kilambi Anita Kilambi's Vanguard Experience February 2015 - Present
Job at
Industry Financial Services
Experience
Vanguard February 2015 - Present
Bryn Mawr College August 2009 - Present
Vanguard June 2013 - February 2015
Bryn Mawr College August 2011 - May 2013
Nataraja Performing Arts September 2008 - May 2013
Rolling Barrel Events LLC May 2012 - August 2012
Bryn Mawr College August 2011 - May 2012
Bryn Mawr College June 2011 - August 2011
Education
Bryn Mawr College 2009 — 2013
Bachelor of Arts, Mathematics
Vanguard February 2015 - Present
Bryn Mawr College August 2009 - Present
Vanguard June 2013 - February 2015
Bryn Mawr College August 2011 - May 2013
Nataraja Performing Arts September 2008 - May 2013
Rolling Barrel Events LLC May 2012 - August 2012
Bryn Mawr College August 2011 - May 2012
Bryn Mawr College June 2011 - August 2011
Education
Bryn Mawr College 2009 — 2013
Bachelor of Arts, Mathematics
Clifford Whalen Clifford Whalen's Vanguard Experience January 2008 - March 2009
Job Programmer / EDI at United Natural Foods
Industry Food & Beverages
Experience
United Natural Foods October 2009 - Present
Vanguard January 2008 - March 2009
UnitedHealth Technologies October 2005 - April 2006
Education
New England Institute of Technology 2005 — 2007
Bachelors Degree, Network Engineering
New England Institute of Technology 2003 — 2005
Associates Degree, IT
Bristol Community College 2000 — 2002
Associate Degree, Business
United Natural Foods October 2009 - Present
Vanguard January 2008 - March 2009
UnitedHealth Technologies October 2005 - April 2006
Education
New England Institute of Technology 2005 — 2007
Bachelors Degree, Network Engineering
New England Institute of Technology 2003 — 2005
Associates Degree, IT
Bristol Community College 2000 — 2002
Associate Degree, Business
Ron Florance Ron Florance's Vanguard Experience 1990 - 1992
Job President at RMF Consulting
Industry Investment Management
Experience
Robertson Stephens Advisors LLC March 2015 - Present
RMF Consulting June 2014 - Present
Wells Fargo Wealth Management October 2005 - June 2014
Bank of America Private Bank July 1999 - September 2005
First Interstate and City National Bank 1995 - 1999
Vanguard 1990 - 1992
Wells Fargo Investment Advisors 1984 - 1990
Skills
Asset Allocation, Wealth Management, Investments, Portfolio Management, Asset Managment, education, Humorist, Dynamic Communicator, Investment Management
Education
Brown University 1979 — 1983
Bachelor of Science, Applied Mathematics and Economics
Palos Verdes High School 1975 — 1979
High School
Robertson Stephens Advisors LLC March 2015 - Present
RMF Consulting June 2014 - Present
Wells Fargo Wealth Management October 2005 - June 2014
Bank of America Private Bank July 1999 - September 2005
First Interstate and City National Bank 1995 - 1999
Vanguard 1990 - 1992
Wells Fargo Investment Advisors 1984 - 1990
Skills
Asset Allocation, Wealth Management, Investments, Portfolio Management, Asset Managment, education, Humorist, Dynamic Communicator, Investment Management
Education
Brown University 1979 — 1983
Bachelor of Science, Applied Mathematics and Economics
Palos Verdes High School 1975 — 1979
High School
Telissa K. Lindsey, ESQ, MBA, RFC Telissa K. Lindsey, ESQ, MBA, RFC's Vanguard Experience 2005 - 2010
Job Attorney At Law
Industry Law Practice
Experience
Law Offices of Telissa K. Lindsey, LLC May 2011 - Present
T. L. Consulting Services, LLC 2010 - Present
Vanguard 2005 - 2010
Skills
Leadership Development, Executive Coaching, Strategic Planning, Employment Law, Program Management, Training, Employee Benefits, Start-ups
Education
Temple University - James E. Beasley School of Law 1994 — 1997
Juris Doctor, Law
Brenau University 1993 — 1995
MBA, Strategic Management
Brenau University 1991 — 1993
BS, Human Resources Management
Law Offices of Telissa K. Lindsey, LLC May 2011 - Present
T. L. Consulting Services, LLC 2010 - Present
Vanguard 2005 - 2010
Skills
Leadership Development, Executive Coaching, Strategic Planning, Employment Law, Program Management, Training, Employee Benefits, Start-ups
Education
Temple University - James E. Beasley School of Law 1994 — 1997
Juris Doctor, Law
Brenau University 1993 — 1995
MBA, Strategic Management
Brenau University 1991 — 1993
BS, Human Resources Management
Corinne Dougherty Corinne Dougherty's Vanguard Experience April 2015 - Present
Job Head of Institutional Channel Marketing at Vanguard
Industry Investment Management
Experience
Vanguard April 2015 - Present
Vanguard April 2013 - Present
Vanguard April 2008 - April 2013
GlaxoSmithKline 2006 - 2008
healthcare research company 2002 - 2006
Comcast 1996 - 2002
Western Union Financial Services 1988 - 1996
Skills
Marketing Communications, Marketing, Customer Service, Project Management, Leadership, Management, Marketing Management, Marketing Strategy, Strategic Planning, Program Management, Business Planning, Integrated Marketing, Strategic Communications, Advertising, Sales, Strategy
Education
La Salle University
MBA, Marketing
Brigham Young University
BS, Marketing/Management
Vanguard April 2015 - Present
Vanguard April 2013 - Present
Vanguard April 2008 - April 2013
GlaxoSmithKline 2006 - 2008
healthcare research company 2002 - 2006
Comcast 1996 - 2002
Western Union Financial Services 1988 - 1996
Skills
Marketing Communications, Marketing, Customer Service, Project Management, Leadership, Management, Marketing Management, Marketing Strategy, Strategic Planning, Program Management, Business Planning, Integrated Marketing, Strategic Communications, Advertising, Sales, Strategy
Education
La Salle University
MBA, Marketing
Brigham Young University
BS, Marketing/Management
Michael G. Webster's Vanguard Experience 2013 - 2014
Job Production Assistant at WBGUTV
Industry Telecommunications
Experience
WBGU- TV May 2014 - Present
h2o church BG August 2014 - May 2015
h2o Church BG January 2012 - January 2015
Vanguard 2013 - 2014
Lifetime Fitness June 2012 - August 2013
Skills
Leadership, Customer Service, Public Speaking, Time Management, Field Production, Video Production, Camera Operation, Final Cut Pro
Education
Bowling Green State University 2011 — 2015
Bachelor's Degree, Bachelor of Arts in Telecommunication Focusing in Media Culture & Entrepreneurship
WBGU- TV May 2014 - Present
h2o church BG August 2014 - May 2015
h2o Church BG January 2012 - January 2015
Vanguard 2013 - 2014
Lifetime Fitness June 2012 - August 2013
Skills
Leadership, Customer Service, Public Speaking, Time Management, Field Production, Video Production, Camera Operation, Final Cut Pro
Education
Bowling Green State University 2011 — 2015
Bachelor's Degree, Bachelor of Arts in Telecommunication Focusing in Media Culture & Entrepreneurship
Alison Lockwood Alison Lockwood's Vanguard Experience July 2015 - Present
Job Client Relationship Specialist at Vanguard
Industry Financial Services
Experience
Vanguard July 2015 - Present
Aramark June 2014 - August 2014
Bucknell University 2012 - 2013
Madia's Big M Supermarket 2009 - 2011
Skills
Leadership, Social Media, Research, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Economics, Securities Regulation
Education
Bucknell University 2011 — 2015
Bachelor’s Degree, Psychology with Economics minor
Geneva High School 2007 — 2011
High School
Vanguard July 2015 - Present
Aramark June 2014 - August 2014
Bucknell University 2012 - 2013
Madia's Big M Supermarket 2009 - 2011
Skills
Leadership, Social Media, Research, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Economics, Securities Regulation
Education
Bucknell University 2011 — 2015
Bachelor’s Degree, Psychology with Economics minor
Geneva High School 2007 — 2011
High School
Michael Espinosa Michael Espinosa's Vanguard Experience September 2015 - Present
Job Client Relationship Associate at Vanguard
Industry Financial Services
Experience
Vanguard September 2015 - Present
Brigham Young University Idaho September 2013 - July 2015
BYU Idaho Investment Society September 2014 - December 2014
Insight Pest Solutions August 2014 - September 2014
The Ice Cream Truck (IBC Business) June 2014 - July 2014
Advanced Building and Metal Fabrication May 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Teamwork, Leadership, Public Speaking, Time Management, Team Leadership, Spanish, Data Analysis
Education
Brigham Young University - Idaho 2013 — 2015
Bachelor's degree, Business Management
Shasta College 2009 — 2013
Associate's degree, Business Administration
Vanguard September 2015 - Present
Brigham Young University Idaho September 2013 - July 2015
BYU Idaho Investment Society September 2014 - December 2014
Insight Pest Solutions August 2014 - September 2014
The Ice Cream Truck (IBC Business) June 2014 - July 2014
Advanced Building and Metal Fabrication May 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Teamwork, Leadership, Public Speaking, Time Management, Team Leadership, Spanish, Data Analysis
Education
Brigham Young University - Idaho 2013 — 2015
Bachelor's degree, Business Management
Shasta College 2009 — 2013
Associate's degree, Business Administration
Christie L Moore's Vanguard Experience September 2010 - May 2011
Job Business Development/ Strategy/ Independent Contractor
Industry Marketing and Advertising
Experience
Taiga Company May 2014 - Present
Sundyne January 2015 - July 2015
Self August 2013 - December 2014
Vaisala June 2013 - August 2013
Brandeis University March 2013 - May 2013
Wagner Solar January 2013 - May 2013
Consulting Field Project August 2012 - January 2013
Brandeis International Consulting Club August 2012 - December 2012
Bickling Financial Services September 2011 - September 2012
Vanguard September 2010 - May 2011
Skills
Financial Modeling, Financial Analysis, Data Analysis, Finance, Marketing, Research, Analysis, Business Planning, Business Strategy, Corporate Finance, Fundraising, Microsoft Excel, Microsoft Office, Bloomberg, Investments, Strategy, Portfolio Management, Business Analysis, Sustainability, PowerPoint, Positive Team Player, Management, Market Research, Event Planning, Spanish, Social Media Marketing, Project Management, Business Development, Excel, Bloomberg Terminal, Organization, Social Media, Tableau, Market Analysis, Sprout Social, Google Analytics
Education
Brandeis International Business School 2011 — 2013
MBA, Sustainability Studies
Colorado State University 2006 — 2008
BS Business Administration, Finance
University of Colorado at Boulder 2004 — 2006
Bachelor of Business Administration (B.B.A.)
Golden High School
Taiga Company May 2014 - Present
Sundyne January 2015 - July 2015
Self August 2013 - December 2014
Vaisala June 2013 - August 2013
Brandeis University March 2013 - May 2013
Wagner Solar January 2013 - May 2013
Consulting Field Project August 2012 - January 2013
Brandeis International Consulting Club August 2012 - December 2012
Bickling Financial Services September 2011 - September 2012
Vanguard September 2010 - May 2011
Skills
Financial Modeling, Financial Analysis, Data Analysis, Finance, Marketing, Research, Analysis, Business Planning, Business Strategy, Corporate Finance, Fundraising, Microsoft Excel, Microsoft Office, Bloomberg, Investments, Strategy, Portfolio Management, Business Analysis, Sustainability, PowerPoint, Positive Team Player, Management, Market Research, Event Planning, Spanish, Social Media Marketing, Project Management, Business Development, Excel, Bloomberg Terminal, Organization, Social Media, Tableau, Market Analysis, Sprout Social, Google Analytics
Education
Brandeis International Business School 2011 — 2013
MBA, Sustainability Studies
Colorado State University 2006 — 2008
BS Business Administration, Finance
University of Colorado at Boulder 2004 — 2006
Bachelor of Business Administration (B.B.A.)
Golden High School
Kyle Woodhouse's Vanguard Experience April 2013 - Present
Job Leader | Volunteer | Mentor
Industry Financial Services
Experience
Vanguard April 2013 - Present
BYU-Idaho September 2011 - April 2013
Picture Perfect (College Student Startup) September 2012 - December 2012
Prosper January 2012 - April 2012
Skills
Microsoft Excel, Public Speaking, Sales Operations, PowerPoint, Negotiation, Program Management, Tutoring, Market Research, Investments, Marketing, Sales, Leadership, Research, Management, CRM, Finance, Start-ups, Microsoft Word, Customer Service
Education
Brigham Young University - Idaho 2007 — 2013
Bachelor of Science (B.S.), Business Management, Finance, 3.45
Vanguard April 2013 - Present
BYU-Idaho September 2011 - April 2013
Picture Perfect (College Student Startup) September 2012 - December 2012
Prosper January 2012 - April 2012
Skills
Microsoft Excel, Public Speaking, Sales Operations, PowerPoint, Negotiation, Program Management, Tutoring, Market Research, Investments, Marketing, Sales, Leadership, Research, Management, CRM, Finance, Start-ups, Microsoft Word, Customer Service
Education
Brigham Young University - Idaho 2007 — 2013
Bachelor of Science (B.S.), Business Management, Finance, 3.45
Alexander Ehmann's Vanguard Experience July 2015 - Present
Job Vanguard
Industry Financial Services
Experience
Vanguard July 2015 - Present
Bucknell University January 2015 - May 2015
Reimbursement Technologies Inc. May 2014 - August 2014
Kandongsee June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Event Planning, Time Management
Education
Bucknell University 2012 — 2015
Bachelor of Arts (B.A.), Economics
Saint Joseph's Preparatory School 2008 — 2011
Vanguard July 2015 - Present
Bucknell University January 2015 - May 2015
Reimbursement Technologies Inc. May 2014 - August 2014
Kandongsee June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Event Planning, Time Management
Education
Bucknell University 2012 — 2015
Bachelor of Arts (B.A.), Economics
Saint Joseph's Preparatory School 2008 — 2011
Kathy Louie Kathy Louie's Vanguard Experience February 2005 - July 2007
Job Marketing Operations Process Manager at Financial Engines
Industry Investment Management
Experience
Financial Engines August 2015 - Present
Financial Engines April 2013 - August 2015
Financial Engines October 2010 - April 2013
Financial Engines July 2008 - October 2010
Financial Engines August 2007 - July 2008
Vanguard February 2005 - July 2007
Vanguard June 2003 - February 2005
Vanguard February 2002 - June 2003
Vanguard September 2000 - February 2002
Skills
Project Management, Vendor Management, PMO, Cross-functional Team..., Integration, Financial Services, Leadership, Communication, Process Improvement, Customer Segmentation..., Risk Management, Business Requirements, Agile Methodologies, Marketing Management, Business Analysis, Series 6, Series 63, CRM, Portfolio Management, Product Management, Integrated Marketing, Software Project..., Requirements Analysis, Visio
Education
Bucknell University 1996 — 2000
Bachelor of Arts (B.A.), English Language and Literature, General; History, Cume Laude
Financial Engines August 2015 - Present
Financial Engines April 2013 - August 2015
Financial Engines October 2010 - April 2013
Financial Engines July 2008 - October 2010
Financial Engines August 2007 - July 2008
Vanguard February 2005 - July 2007
Vanguard June 2003 - February 2005
Vanguard February 2002 - June 2003
Vanguard September 2000 - February 2002
Skills
Project Management, Vendor Management, PMO, Cross-functional Team..., Integration, Financial Services, Leadership, Communication, Process Improvement, Customer Segmentation..., Risk Management, Business Requirements, Agile Methodologies, Marketing Management, Business Analysis, Series 6, Series 63, CRM, Portfolio Management, Product Management, Integrated Marketing, Software Project..., Requirements Analysis, Visio
Education
Bucknell University 1996 — 2000
Bachelor of Arts (B.A.), English Language and Literature, General; History, Cume Laude
Amber Waite Amber Waite's Vanguard Experience August 2015 - Present
Job Client Relationship Specialist at Vanguard
Industry Investment Management
Experience
Vanguard August 2015 - Present
BYU-Idaho April 2015 - July 2015
RenewableTech Ventures January 2015 - July 2015
BYU-Idaho December 2014 - March 2015
RenewableTech Ventures September 2014 - December 2014
BYU-Idaho May 2014 - August 2014
BYU-Idaho April 2014 - August 2014
BYU-Idaho Scroll Newspaper September 2013 - April 2014
CFA Institute May 2013 - August 2013
Skills
Learning Quickly, Critical Thinking, Highly detail oriented, Analytical Skills, Microsoft Office, Resume Writing, Sales, Social Media, Website Building, Mathematics, Recruiting, Account Management, Adobe Acrobat, Communication, Temp-to-perm, Direct-hire, Search Assignments, Economics, Econometrics, Economic Modeling, Macroeconomics, Microeconomics, Accounting, Accounting for Small...
Education
BYU-Idaho 2013 — 2015
Bachelor of Science (B.S.), Financial Economics, 3.872 GPA
Vanguard August 2015 - Present
BYU-Idaho April 2015 - July 2015
RenewableTech Ventures January 2015 - July 2015
BYU-Idaho December 2014 - March 2015
RenewableTech Ventures September 2014 - December 2014
BYU-Idaho May 2014 - August 2014
BYU-Idaho April 2014 - August 2014
BYU-Idaho Scroll Newspaper September 2013 - April 2014
CFA Institute May 2013 - August 2013
Skills
Learning Quickly, Critical Thinking, Highly detail oriented, Analytical Skills, Microsoft Office, Resume Writing, Sales, Social Media, Website Building, Mathematics, Recruiting, Account Management, Adobe Acrobat, Communication, Temp-to-perm, Direct-hire, Search Assignments, Economics, Econometrics, Economic Modeling, Macroeconomics, Microeconomics, Accounting, Accounting for Small...
Education
BYU-Idaho 2013 — 2015
Bachelor of Science (B.S.), Financial Economics, 3.872 GPA
Rachel Vuksanic Rachel Vuksanic's Vanguard Experience June 2015 - Present
Job Flagship Associate at Vanguard
Industry Investment Management
Experience
Vanguard June 2015 - Present
Synchrony Financial December 2014 - May 2015
Carolina Center for Cognitive Rehabilitation October 2014 - May 2015
Wake Forest University September 2014 - December 2014
The Fresh Market October 2014 - November 2014
James Madison University August 2013 - May 2014
James Madison University January 2013 - December 2013
Overcoming Barriers September 2012 - December 2012
The Atlantic Club May 2011 - August 2012
Dominic's Italian Restaurant February 2010 - March 2011
Education
Wake Forest University School of Business 2014 — 2015
Master of Arts in Management
James Madison University 2012 — 2014
Bachelor's degree, Psychology, 3.98
Brookdale Community College 2009 — 2012
Associate's degree, Psychology, 3.86
Vanguard June 2015 - Present
Synchrony Financial December 2014 - May 2015
Carolina Center for Cognitive Rehabilitation October 2014 - May 2015
Wake Forest University September 2014 - December 2014
The Fresh Market October 2014 - November 2014
James Madison University August 2013 - May 2014
James Madison University January 2013 - December 2013
Overcoming Barriers September 2012 - December 2012
The Atlantic Club May 2011 - August 2012
Dominic's Italian Restaurant February 2010 - March 2011
Education
Wake Forest University School of Business 2014 — 2015
Master of Arts in Management
James Madison University 2012 — 2014
Bachelor's degree, Psychology, 3.98
Brookdale Community College 2009 — 2012
Associate's degree, Psychology, 3.86
Ipyani Grant's Vanguard Experience October 2013 - July 2015
Job Associate Account Executive at Yelp
Industry Marketing and Advertising
Experience
Yelp August 2015 - Present
Vanguard October 2013 - July 2015
National Association of Black Accountants (NABA) September 2013 - July 2015
Vanguard July 2012 - September 2013
Nielsen Company June 2011 - August 2011
British Private Equity and Venture Capital Association October 2010 - December 2010
Children International May 2010 - August 2010
New York City Mayor's Office June 2009 - August 2009
Virgin USA June 2008 - August 2008
Skills
Leadership Development, Leadership, Building Relationships, Analysis, Management, Series 7, Series 63, Mobile Technology, Information Technology, Social Media
Education
Brandeis University 2008 — 2012
Bachelor's Degree
Boston University Study Abroad Internship Program 2010 — 2010
Organizational Behavior
Yelp August 2015 - Present
Vanguard October 2013 - July 2015
National Association of Black Accountants (NABA) September 2013 - July 2015
Vanguard July 2012 - September 2013
Nielsen Company June 2011 - August 2011
British Private Equity and Venture Capital Association October 2010 - December 2010
Children International May 2010 - August 2010
New York City Mayor's Office June 2009 - August 2009
Virgin USA June 2008 - August 2008
Skills
Leadership Development, Leadership, Building Relationships, Analysis, Management, Series 7, Series 63, Mobile Technology, Information Technology, Social Media
Education
Brandeis University 2008 — 2012
Bachelor's Degree
Boston University Study Abroad Internship Program 2010 — 2010
Organizational Behavior
John Gunderson, CFA, FRM John Gunderson, CFA, FRM's Vanguard Experience January 2015 - Present
Job Vanguard Investment Management
Industry Financial Services
Experience
Vanguard January 2015 - Present
Vanguard August 2013 - January 2015
Vanguard March 2010 - July 2013
Vanguard March 2008 - March 2010
Vanguard March 2007 - March 2008
Vanguard November 2005 - March 2007
Skills
Fixed Income, Investments, Mutual Funds, Financial Risk, Asset Allocation, Portfolio Management, Trading, Financial Services, Bloomberg, Agency MBS, Lean Six Sigma, Project Management, Finance, Electronic Trading, Algorithmic Trading, Portfolio Risk...
Education
Brown University 2001 — 2005
A.B, Biology
Groton School 1997 — 2001
Vanguard January 2015 - Present
Vanguard August 2013 - January 2015
Vanguard March 2010 - July 2013
Vanguard March 2008 - March 2010
Vanguard March 2007 - March 2008
Vanguard November 2005 - March 2007
Skills
Fixed Income, Investments, Mutual Funds, Financial Risk, Asset Allocation, Portfolio Management, Trading, Financial Services, Bloomberg, Agency MBS, Lean Six Sigma, Project Management, Finance, Electronic Trading, Algorithmic Trading, Portfolio Risk...
Education
Brown University 2001 — 2005
A.B, Biology
Groton School 1997 — 2001
Katya Mamadjanian Katya Mamadjanian's Vanguard Experience October 2014 - Present
Job CR
Industry Financial Services
Experience
Vanguard October 2014 - Present
VICE Media, Inc. July 2013 - July 2013
Urban Outfitters October 2011 - October 2011
Skills
Microsoft Office, Research, Microsoft Excel
Education
Bryn Mawr College 2010 — 2014
Bachelor's degree, Mathematics, Art history
Bryn Mawr College 2010 — 2014
Bachelor's degree, Mathematics
conestoga high school
Vanguard October 2014 - Present
VICE Media, Inc. July 2013 - July 2013
Urban Outfitters October 2011 - October 2011
Skills
Microsoft Office, Research, Microsoft Excel
Education
Bryn Mawr College 2010 — 2014
Bachelor's degree, Mathematics, Art history
Bryn Mawr College 2010 — 2014
Bachelor's degree, Mathematics
conestoga high school
Nick Liew Nick Liew's Vanguard Experience August 2012 - October 2012
Job MA '16 Candidate at Brandeis IBS; CoPresident of ALPFA Brandeis Chapter
Industry Financial Services
Experience
Shasta Partners, LLC February 2015 - August 2015
Brandeis University English Language Program October 2014 - May 2015
Samsung Electronics February 2014 - May 2014
Citco Fund Services October 2012 - April 2013
Vanguard August 2012 - October 2012
University of Nebraska Housing 2011 - 2012
Accenture August 2010 - October 2010
Skills
Financial Modeling, Microsoft Excel, PowerPoint, Equity Valuation, Presentation Skills, Microsoft Office, Portfolio Management, Leadership, Microsoft Word, Customer Service, Corporate Finance, Finance, Investments, Consulting, Financial Analysis, Financial Accounting, Statistics, Public Speaking, Financial Reporting, US GAAP, Teamwork, Research, User Acceptance Testing, Access, Capital Budgeting, Bond Pricing, Fixed Income Analysis
Education
Brandeis International Business School 2014 — 2016
Master of Arts in International Economics and Finance, Corporate Finance, 3.7
University of Nebraska-Lincoln
Bachelor of Science, Finance - Investments, 4.0
Shasta Partners, LLC February 2015 - August 2015
Brandeis University English Language Program October 2014 - May 2015
Samsung Electronics February 2014 - May 2014
Citco Fund Services October 2012 - April 2013
Vanguard August 2012 - October 2012
University of Nebraska Housing 2011 - 2012
Accenture August 2010 - October 2010
Skills
Financial Modeling, Microsoft Excel, PowerPoint, Equity Valuation, Presentation Skills, Microsoft Office, Portfolio Management, Leadership, Microsoft Word, Customer Service, Corporate Finance, Finance, Investments, Consulting, Financial Analysis, Financial Accounting, Statistics, Public Speaking, Financial Reporting, US GAAP, Teamwork, Research, User Acceptance Testing, Access, Capital Budgeting, Bond Pricing, Fixed Income Analysis
Education
Brandeis International Business School 2014 — 2016
Master of Arts in International Economics and Finance, Corporate Finance, 3.7
University of Nebraska-Lincoln
Bachelor of Science, Finance - Investments, 4.0
Ainsley Niedzielski Ainsley Niedzielski's Vanguard Experience December 2013 - Present
Job Compliance Consultant (Contractor) at Vanguard
Industry Human Resources
Experience
Vanguard December 2013 - Present
ERISAdiagnostics, Inc. November 2009 - May 2014
Vanguard February 1999 - August 2007
Andersen Consulting November 1997 - February 1999
Skills
Analysis, Testing, Finance, 401k, Financial Services, Project Management, Human Resources, Microsoft Office, Process Improvement, Management
Education
Bucknell University 1993 — 1997
Bachelor of Arts, Psychology
Vanguard December 2013 - Present
ERISAdiagnostics, Inc. November 2009 - May 2014
Vanguard February 1999 - August 2007
Andersen Consulting November 1997 - February 1999
Skills
Analysis, Testing, Finance, 401k, Financial Services, Project Management, Human Resources, Microsoft Office, Process Improvement, Management
Education
Bucknell University 1993 — 1997
Bachelor of Arts, Psychology
Natalie Kato Natalie Kato's Vanguard Experience July 2014 - Present
Job Information Systems Engineer at Vanguard
Industry
Experience
Vanguard July 2014 - Present
AVANDE, LLC. May 2010 - July 2014
Peer Mentoring Service August 2012 - May 2014
Bryn Mawr College August 2010 - May 2014
Self-Government Association February 2013 - February 2014
The John F. Kennedy Center for the Performing Arts June 2013 - August 2013
Bryn Mawr College January 2011 - May 2011
Education
Bryn Mawr College 2010 — 2014
Bachelor of Arts (BA), Mathematics and Computer Science
Vanguard July 2014 - Present
AVANDE, LLC. May 2010 - July 2014
Peer Mentoring Service August 2012 - May 2014
Bryn Mawr College August 2010 - May 2014
Self-Government Association February 2013 - February 2014
The John F. Kennedy Center for the Performing Arts June 2013 - August 2013
Bryn Mawr College January 2011 - May 2011
Education
Bryn Mawr College 2010 — 2014
Bachelor of Arts (BA), Mathematics and Computer Science
Grant Scurr's Vanguard Experience June 2014 - Present
Job Client Relationship Specialist at Vanguard
Industry
Experience
Vanguard June 2014 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking
Education
Brigham Young University 2010 — 2014
Vanguard June 2014 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking
Education
Brigham Young University 2010 — 2014
Ronnie Burton Ronnie Burton's Vanguard Experience August 2013 - September 2014
Job Financial Services Professional
Industry Financial Services
Experience
Vanguard August 2013 - September 2014
Loan Resolution Corporation 2011 - 2012
Equiant Financial Services Inc June 2008 - March 2011
Skills
Customer Service, Collections, Social Services, Call Centers, Loans, Accounts Receivable, Credit, Data Entry, Training, Leadership, Loss Mitigation, Banking, Mortgage Servicing, Loan Servicing, Telephone Skills, Customer Satisfaction, Financial Analysis
Education
Bowling Green State University 2001 — 2006
Bachelor of Arts (B.A.), Sociology
Vanguard August 2013 - September 2014
Loan Resolution Corporation 2011 - 2012
Equiant Financial Services Inc June 2008 - March 2011
Skills
Customer Service, Collections, Social Services, Call Centers, Loans, Accounts Receivable, Credit, Data Entry, Training, Leadership, Loss Mitigation, Banking, Mortgage Servicing, Loan Servicing, Telephone Skills, Customer Satisfaction, Financial Analysis
Education
Bowling Green State University 2001 — 2006
Bachelor of Arts (B.A.), Sociology
Daniel Eshbach Daniel Eshbach's Vanguard Experience June 2013 - September 2014
Job Investment Banking Analyst at Baker Tilly Capital, LLC
Industry Capital Markets
Experience
Baker Tilly Capital, LLC August 2015 - Present
EY September 2014 - August 2015
Vanguard June 2013 - September 2014
Vanguard June 2011 - June 2013
The Applied Investment Management (AIM) Program January 2010 - June 2010
Skills
Finance, Mutual Funds, Economics, Investments, Data Analysis, Microsoft Office, Bloomberg, Bloomberg Terminal, Financial Modeling, Equities, Financial Analysis, Business Valuation, Valuation, Corporate Finance, VBA/Macro..., Statistics, Regression Analysis, Capital IQ
Education
Kutztown University of Pennsylvania 2008 — 2011
B.S.B.A., Business Finance
Bryan College 2007 — 2008
Business, Management Information Systems
Baker Tilly Capital, LLC August 2015 - Present
EY September 2014 - August 2015
Vanguard June 2013 - September 2014
Vanguard June 2011 - June 2013
The Applied Investment Management (AIM) Program January 2010 - June 2010
Skills
Finance, Mutual Funds, Economics, Investments, Data Analysis, Microsoft Office, Bloomberg, Bloomberg Terminal, Financial Modeling, Equities, Financial Analysis, Business Valuation, Valuation, Corporate Finance, VBA/Macro..., Statistics, Regression Analysis, Capital IQ
Education
Kutztown University of Pennsylvania 2008 — 2011
B.S.B.A., Business Finance
Bryan College 2007 — 2008
Business, Management Information Systems
Rebecca (Fitzgerald) Silverman's Vanguard Experience January 2012 - November 2013
Job Senior Marketing Consultant, Strategic Solutions and Partner Marketing at Lincoln Financial Distributors
Industry Marketing and Advertising
Experience
Lincoln Financial Distributors November 2014 - Present
Lincoln Financial Group November 2013 - Present
Vanguard January 2012 - November 2013
Educational Benchmarking, Inc January 2011 - January 2012
MF Global January 2006 - January 2012
Binghamton University November 2010 - February 2011
American Student Assistance 2006 - 2009
Harvard University April 2004 - September 2006
Massachusetts Institute of Technology March 2006 - August 2006
Bedford/St. Martins Publishing 2001 - 2003
Skills
Corporate Communications, Marketing Communications, Blogging, Newsletters, Press Releases, Strategic Communications, Digital Strategy, Editing, Marketing Strategy, Social Media, Internal Communications, Editorial, Publishing, Copy Editing, Integrated Marketing, Non-profits, Management, Email Marketing, Fundraising, Media Relations, Web Content, SEO, Public Relations, Online Advertising, Advertising, Web Analytics, Marketing, Content Development, Strategy, Copywriting, Market Research, Content Strategy, White Papers
Education
Brown University 1996 — 1999
A.B., Literature with Honors in Creative Writing
Emerson College 2000 — 2003
MFA, Creative Writing
Lower Merion High School 1991 — 1995
Lincoln Financial Distributors November 2014 - Present
Lincoln Financial Group November 2013 - Present
Vanguard January 2012 - November 2013
Educational Benchmarking, Inc January 2011 - January 2012
MF Global January 2006 - January 2012
Binghamton University November 2010 - February 2011
American Student Assistance 2006 - 2009
Harvard University April 2004 - September 2006
Massachusetts Institute of Technology March 2006 - August 2006
Bedford/St. Martins Publishing 2001 - 2003
Skills
Corporate Communications, Marketing Communications, Blogging, Newsletters, Press Releases, Strategic Communications, Digital Strategy, Editing, Marketing Strategy, Social Media, Internal Communications, Editorial, Publishing, Copy Editing, Integrated Marketing, Non-profits, Management, Email Marketing, Fundraising, Media Relations, Web Content, SEO, Public Relations, Online Advertising, Advertising, Web Analytics, Marketing, Content Development, Strategy, Copywriting, Market Research, Content Strategy, White Papers
Education
Brown University 1996 — 1999
A.B., Literature with Honors in Creative Writing
Emerson College 2000 — 2003
MFA, Creative Writing
Lower Merion High School 1991 — 1995
Alexandra Beda's Vanguard Experience February 2015 - June 2015
Job Econometrics Teaching Assistant at Bryn Mawr College
Industry Higher Education
Experience
Bryn Mawr College August 2015 - Present
Merrill Lynch June 2015 - Present
Vanguard February 2015 - June 2015
J.P. Morgan September 2014 - January 2015
Haverford College 2014 - 2015
J.P. Morgan June 2014 - August 2014
Self-Governance Association/Residence Council September 2013 - April 2014
Apple Vacations June 2013 - August 2013
VVSA June 2012 - August 2012
Skills
Microsoft Excel, Stata, Economics, French, Sports, Facebook, PowerPoint, Research, Time Management, Microsoft Office
Education
Bryn Mawr College 2012 — 2016
Bachelor's degree candidate, Economics/Biology
Bryn Mawr College August 2015 - Present
Merrill Lynch June 2015 - Present
Vanguard February 2015 - June 2015
J.P. Morgan September 2014 - January 2015
Haverford College 2014 - 2015
J.P. Morgan June 2014 - August 2014
Self-Governance Association/Residence Council September 2013 - April 2014
Apple Vacations June 2013 - August 2013
VVSA June 2012 - August 2012
Skills
Microsoft Excel, Stata, Economics, French, Sports, Facebook, PowerPoint, Research, Time Management, Microsoft Office
Education
Bryn Mawr College 2012 — 2016
Bachelor's degree candidate, Economics/Biology
Rebecca Katz's Vanguard Experience August 2012 - Present
Job Principal, Participant Education at Vanguard
Industry Financial Services
Experience
Gold Challenge Cup Foundation June 2013 - Present
Vanguard August 2012 - Present
Vanguard March 2012 - August 2012
Vanguard January 2000 - March 2012
Vanguard Charitable Endowment Program August 2005 - December 2006
Egorov Pughinsky Afanasiev & Associates 1996 - 1996
Skills
Editing, Writing, Media Relations, Strategic Communications, Social Media
Education
Temple University 2000 — 2002
Masters, Journalism
Bryn Mawr College 1992 — 1996
BA, Russian
Gold Challenge Cup Foundation June 2013 - Present
Vanguard August 2012 - Present
Vanguard March 2012 - August 2012
Vanguard January 2000 - March 2012
Vanguard Charitable Endowment Program August 2005 - December 2006
Egorov Pughinsky Afanasiev & Associates 1996 - 1996
Skills
Editing, Writing, Media Relations, Strategic Communications, Social Media
Education
Temple University 2000 — 2002
Masters, Journalism
Bryn Mawr College 1992 — 1996
BA, Russian
Curtis Carr Curtis Carr's Vanguard Experience July 2014 - Present
Job Flagship Services at Vanguard
Industry Financial Services
Experience
Vanguard July 2014 - Present
Northwestern Mutual February 2012 - Present
Skills
Disability Insurance, Retirement Planning, Strategic Financial..., Life Insurance, Investments, Financial Analysis, Long Term Care Insurance, IRAs, Long-term Care, 401k, Microsoft Excel, Economics, PowerPoint, Data Analysis, Health Insurance, Leadership
Education
Brigham Young University 2010 — 2014
Bachelor's degree, Economics
Vanguard July 2014 - Present
Northwestern Mutual February 2012 - Present
Skills
Disability Insurance, Retirement Planning, Strategic Financial..., Life Insurance, Investments, Financial Analysis, Long Term Care Insurance, IRAs, Long-term Care, 401k, Microsoft Excel, Economics, PowerPoint, Data Analysis, Health Insurance, Leadership
Education
Brigham Young University 2010 — 2014
Bachelor's degree, Economics
Austin Fillippo Austin Fillippo's Vanguard Experience July 2014 - Present
Job Cost Basis Testing Associate at Vanguard
Industry Financial Services
Experience
Vanguard July 2014 - Present
Vanguard November 2013 - July 2014
Bucknell University May 2012 - May 2013
Skills
Microsoft Office, Windows 7, Mathematica, Vernier Logger Pro, Matlab, Health and Fitness..., Windows XP Professional, Windows, Characterization, Python, Science, COMSOL, XP, Differential Equations, LaTeX, Research, Nanoindentation, Materials Science, Corrosion, Statistics, Labview, Physics, Coatings, Data Analysis, Scanning Electron..., Scientific Computing
Education
Pennsylvania State University-Great Valley Graduate Center 2013 — 2017
Master of Engineering (M.Eng.), Systems Engineering
Bucknell University 2009 — 2013
Physics and Mathematics
Vanguard July 2014 - Present
Vanguard November 2013 - July 2014
Bucknell University May 2012 - May 2013
Skills
Microsoft Office, Windows 7, Mathematica, Vernier Logger Pro, Matlab, Health and Fitness..., Windows XP Professional, Windows, Characterization, Python, Science, COMSOL, XP, Differential Equations, LaTeX, Research, Nanoindentation, Materials Science, Corrosion, Statistics, Labview, Physics, Coatings, Data Analysis, Scanning Electron..., Scientific Computing
Education
Pennsylvania State University-Great Valley Graduate Center 2013 — 2017
Master of Engineering (M.Eng.), Systems Engineering
Bucknell University 2009 — 2013
Physics and Mathematics
Jake Waddoups's Vanguard Experience August 2014 - Present
Job Client Relationship Associate at Vanguard
Industry Higher Education
Experience
Vanguard August 2014 - Present
Missionary Training Center October 2011 - April 2014
Skills
Spanish, Higher Education, Tutoring, Teaching, Public Speaking, Language Teaching, Data Analysis, Leadership, Editing, Teacher Training, PowerPoint, Curriculum Development, Statistics, Critical Thinking, Research, Microsoft Excel, Microsoft Office, Leadership Development
Education
Brigham Young University 2008 — 2014
Bachelor of Science (BS), Finance, General
Vanguard August 2014 - Present
Missionary Training Center October 2011 - April 2014
Skills
Spanish, Higher Education, Tutoring, Teaching, Public Speaking, Language Teaching, Data Analysis, Leadership, Editing, Teacher Training, PowerPoint, Curriculum Development, Statistics, Critical Thinking, Research, Microsoft Excel, Microsoft Office, Leadership Development
Education
Brigham Young University 2008 — 2014
Bachelor of Science (BS), Finance, General
Jon Gillespie's Vanguard Experience June 2014 - Present
Job Flagship Services at Vanguard
Industry Financial Services
Experience
Vanguard June 2014 - Present
US Army Reserves September 2011 - Present
Northwestern Mutual December 2012 - April 2014
KissMyBook.Com December 2009 - February 2012
LDS - Missionary Training Center August 2011 - November 2011
Dish One Satellite April 2011 - October 2011
Platinum Protection April 2010 - November 2010
Skills
Sales, Advertising, Microsoft Office, Public Speaking, PowerPoint, Microsoft Excel, Customer Service, Microsoft Word, Cold Calling, Social Media, Teamwork, Event Planning, Team Leadership, Training
Education
Brigham Young University 2011 — 2013
Bachelor's degree, Finance, 3.71
Snow College 2010 — 2011
Associate of Arts and Sciences (AAS), General Education, 3.86
Vanguard June 2014 - Present
US Army Reserves September 2011 - Present
Northwestern Mutual December 2012 - April 2014
KissMyBook.Com December 2009 - February 2012
LDS - Missionary Training Center August 2011 - November 2011
Dish One Satellite April 2011 - October 2011
Platinum Protection April 2010 - November 2010
Skills
Sales, Advertising, Microsoft Office, Public Speaking, PowerPoint, Microsoft Excel, Customer Service, Microsoft Word, Cold Calling, Social Media, Teamwork, Event Planning, Team Leadership, Training
Education
Brigham Young University 2011 — 2013
Bachelor's degree, Finance, 3.71
Snow College 2010 — 2011
Associate of Arts and Sciences (AAS), General Education, 3.86
Nate Beck's Vanguard Experience November 2012 - Present
Job
Industry Financial Services
Experience
Vanguard November 2012 - Present
Vanguard January 2010 - November 2012
Vanguard June 2008 - December 2009
Qgia LLC March 2008 - April 2008
Ball Corporation May 2007 - July 2007
Sorenson Capital January 2007 - April 2007
U.S. Air Force August 2003 - August 2006
BLJ Inc. October 1997 - August 2003
Merrill Lynch September 2000 - December 2000
Skills
Financial Reporting, Corporate Finance, Investments, Financial Modeling, Financial Analysis, Analysis, Excel, Business Planning, Strategic Planning, Budgeting, Business Strategy, Data Analysis, Pricing
Education
Brigham Young University 2006 — 2008
MBA
Weber State University
BS
Vanguard November 2012 - Present
Vanguard January 2010 - November 2012
Vanguard June 2008 - December 2009
Qgia LLC March 2008 - April 2008
Ball Corporation May 2007 - July 2007
Sorenson Capital January 2007 - April 2007
U.S. Air Force August 2003 - August 2006
BLJ Inc. October 1997 - August 2003
Merrill Lynch September 2000 - December 2000
Skills
Financial Reporting, Corporate Finance, Investments, Financial Modeling, Financial Analysis, Analysis, Excel, Business Planning, Strategic Planning, Budgeting, Business Strategy, Data Analysis, Pricing
Education
Brigham Young University 2006 — 2008
MBA
Weber State University
BS
Scott Marker, CFP®'s Vanguard Experience June 2014 - Present
Job Client Manager at Vanguard
Industry Financial Services
Experience
Vanguard June 2014 - Present
Vanguard June 2013 - June 2014
Vanguard April 2010 - June 2013
Vanguard January 2008 - April 2010
Vanguard October 2007 - January 2008
Vanguard July 2006 - October 2007
Skills
Client Engagement, Relationship Management, Leadership, Skill Coaching, Management, Series 7, Series 63, Series 24, Series 53, CFP(R) Designation, Financial Services, Performance Management, Strategic Financial..., Coaching, Retirement, Analysis, FINRA
Education
Brigham Young University 1999 — 2006
Business Management, Entrepreneurship
Vanguard June 2014 - Present
Vanguard June 2013 - June 2014
Vanguard April 2010 - June 2013
Vanguard January 2008 - April 2010
Vanguard October 2007 - January 2008
Vanguard July 2006 - October 2007
Skills
Client Engagement, Relationship Management, Leadership, Skill Coaching, Management, Series 7, Series 63, Series 24, Series 53, CFP(R) Designation, Financial Services, Performance Management, Strategic Financial..., Coaching, Retirement, Analysis, FINRA
Education
Brigham Young University 1999 — 2006
Business Management, Entrepreneurship
Shannon Tafoya's Vanguard Experience August 2013 - October 2014
Job Financial Advisor at USAA
Industry Financial Services
Experience
USAA November 2014 - Present
Vanguard August 2013 - October 2014
Vanguard September 2012 - August 2013
USAA May 2010 - September 2011
Charles Schwab October 2008 - July 2010
Charles Schwab January 2007 - October 2008
Skills
Series 7, Investments, Asset Managment, Fixed Income, Strategic Financial..., Mutual Funds, Retirement Planning, Bloomberg, Retirement, Insurance, 401k, Series 65, Sales, AAMS, Asset Management, Asset Allocation, IRAs, Series 63, Finance
Education
Brigham Young University - Idaho 2003 — 2005
Bachelor of Arts (B.A.), History
USAA November 2014 - Present
Vanguard August 2013 - October 2014
Vanguard September 2012 - August 2013
USAA May 2010 - September 2011
Charles Schwab October 2008 - July 2010
Charles Schwab January 2007 - October 2008
Skills
Series 7, Investments, Asset Managment, Fixed Income, Strategic Financial..., Mutual Funds, Retirement Planning, Bloomberg, Retirement, Insurance, 401k, Series 65, Sales, AAMS, Asset Management, Asset Allocation, IRAs, Series 63, Finance
Education
Brigham Young University - Idaho 2003 — 2005
Bachelor of Arts (B.A.), History
Mark Lohrman, CFP®'s Vanguard Experience August 2015 - Present
Job Financial Advisor, Vanguard Personal Advisor Sercices
Industry Investment Management
Experience
Vanguard August 2015 - Present
Charles Schwab December 2005 - July 2015
Banc of America Securities Corp. September 2003 - December 2005
Banc One Securities June 2000 - September 2003
Skills
Asset Allocation, Asset Management, Finance, Financial Services, Investments, Mutual Funds, Retirement Planning, Risk Management, Series 7, Wealth Management
Education
Bradley University
Thomas Edison State College
Vanguard August 2015 - Present
Charles Schwab December 2005 - July 2015
Banc of America Securities Corp. September 2003 - December 2005
Banc One Securities June 2000 - September 2003
Skills
Asset Allocation, Asset Management, Finance, Financial Services, Investments, Mutual Funds, Retirement Planning, Risk Management, Series 7, Wealth Management
Education
Bradley University
Thomas Edison State College
Brett Gibbons's Vanguard Experience March 1997 - July 2007
Job VP of Finance & Chief Compliance Officer at GPS Capital Markets, Inc.
Industry Financial Services
Experience
GPS Capital Markets, Inc. September 2012 - Present
GPS Capital Markets, Inc. October 2008 - Present
GPS Capital Markets, Inc. October 2008 - August 2012
GPS Capital Markets, Inc. July 2007 - September 2008
Vanguard March 1997 - July 2007
Skills
Bloomberg, FX Options, Foreign Exchange, Trading, Hedging, Financial Analysis, Risk Management, FX trading, Currency, Financial Risk, Investments, Banking, Financial Markets, Financial Modeling, Portfolio Management, Capital Markets, Corporate Finance, Treasury Management, Finance
Education
Brigham Young University 1992 — 1996
Bachelor of Arts, International Relations
Brigham Young University 1992 — 1996
Minor, Business, Management, Marketing, and Related Support Services
GPS Capital Markets, Inc. September 2012 - Present
GPS Capital Markets, Inc. October 2008 - Present
GPS Capital Markets, Inc. October 2008 - August 2012
GPS Capital Markets, Inc. July 2007 - September 2008
Vanguard March 1997 - July 2007
Skills
Bloomberg, FX Options, Foreign Exchange, Trading, Hedging, Financial Analysis, Risk Management, FX trading, Currency, Financial Risk, Investments, Banking, Financial Markets, Financial Modeling, Portfolio Management, Capital Markets, Corporate Finance, Treasury Management, Finance
Education
Brigham Young University 1992 — 1996
Bachelor of Arts, International Relations
Brigham Young University 1992 — 1996
Minor, Business, Management, Marketing, and Related Support Services
Kellie Rae Carter's Vanguard Experience May 2007 - January 2009
Job Senior Manager, UX Research at Salesforce
Industry Information Technology and Services
Experience
Salesforce February 2015 - Present
ExactTarget April 2014 - Present
ExactTarget August 2012 - April 2014
Nationwide Insurance July 2009 - August 2012
Comcast Interactive Media February 2009 - April 2009
Vanguard May 2007 - January 2009
Georgia Southern University August 2005 - May 2007
Wayne State University August 2003 - June 2005
Skills
Usability Testing, Contextual Inquiry, Participatory Design, Ethnography, Human Computer..., Research, Heuristic Evaluation, User-centered Design, User Research, Task Analysis, Wireframes, Information Design, Information Architecture, Usability, Persona, Usability Engineering, Card Sorting, Interaction Design, User Experience, User Interface Design, Focus Groups, Agile Methodologies, User Experience Design, Technical Communication, UX Project Lead, User Interface, Experience Design, User Scenarios, Human Factors, Accessibility, Wire Framing, Paper Prototyping, Rapid Prototyping
Education
Rensselaer Polytechnic Institute 1999 — 2005
PhD, Rhetoric and Communication
Rensselaer Polytechnic Institute 1998 — 1999
MS, Technical Communication
The Ohio State University 1994 — 1996
MA, Women's Studies
Bowling Green State University 1990 — 1993
BA, English
Salesforce February 2015 - Present
ExactTarget April 2014 - Present
ExactTarget August 2012 - April 2014
Nationwide Insurance July 2009 - August 2012
Comcast Interactive Media February 2009 - April 2009
Vanguard May 2007 - January 2009
Georgia Southern University August 2005 - May 2007
Wayne State University August 2003 - June 2005
Skills
Usability Testing, Contextual Inquiry, Participatory Design, Ethnography, Human Computer..., Research, Heuristic Evaluation, User-centered Design, User Research, Task Analysis, Wireframes, Information Design, Information Architecture, Usability, Persona, Usability Engineering, Card Sorting, Interaction Design, User Experience, User Interface Design, Focus Groups, Agile Methodologies, User Experience Design, Technical Communication, UX Project Lead, User Interface, Experience Design, User Scenarios, Human Factors, Accessibility, Wire Framing, Paper Prototyping, Rapid Prototyping
Education
Rensselaer Polytechnic Institute 1999 — 2005
PhD, Rhetoric and Communication
Rensselaer Polytechnic Institute 1998 — 1999
MS, Technical Communication
The Ohio State University 1994 — 1996
MA, Women's Studies
Bowling Green State University 1990 — 1993
BA, English
Celestine Hagerty's Vanguard Experience January 2014 - Present
Job Senior Manager at Vanguard
Industry Financial Services
Experience
Vanguard January 2014 - Present
Vanguard January 2011 - January 2014
Vanguard December 2008 - May 2011
Vanguard June 2006 - November 2008
Vanguard March 2004 - July 2006
Vanguard August 1999 - March 2004
Aerotek 1998 - 1999
Legal Communications, Ltd. 1996 - 1996
Skills
General Securities..., General Securities..., Uniform Securities..., Mutual Funds, Relationship Management, Business Development, Investment Sales
Education
Saint Joseph's University - Erivan K. Haub School of Business 2009 — 2012
MBA, Business Administration
Bucknell University 1994 — 1998
BA, International Relations and Spanish
Fundacion Jose Ortega y Gasset 1997 — 1997
The Episcopal Academy 1982 — 1994
HS
Vanguard January 2014 - Present
Vanguard January 2011 - January 2014
Vanguard December 2008 - May 2011
Vanguard June 2006 - November 2008
Vanguard March 2004 - July 2006
Vanguard August 1999 - March 2004
Aerotek 1998 - 1999
Legal Communications, Ltd. 1996 - 1996
Skills
General Securities..., General Securities..., Uniform Securities..., Mutual Funds, Relationship Management, Business Development, Investment Sales
Education
Saint Joseph's University - Erivan K. Haub School of Business 2009 — 2012
MBA, Business Administration
Bucknell University 1994 — 1998
BA, International Relations and Spanish
Fundacion Jose Ortega y Gasset 1997 — 1997
The Episcopal Academy 1982 — 1994
HS
Jeanne Obbard's Vanguard Experience May 2013 - November 2013
Job Clinical Research
Industry Pharmaceuticals
Experience
PRA Health Sciences November 2013 - Present
Vanguard May 2013 - November 2013
Pfizer Pharmaceuticals January 2007 - December 2010
Wyeth Pharmaceuticals May 2006 - January 2007
Wyeth Pharmaceuticals 2000 - 2006
Skills
Clinical Trials, Clinical Research, Pharmaceutical Industry, Oncology, GCP, Clinical Trial..., eCTD, MS Office Suite, Documentum, CTMS, Proofreading, Copy Editing
Education
Bryn Mawr College 1991 — 1995
BA, Independent Major
University of the Sciences in Philadelphia
Medical Writing
PRA Health Sciences November 2013 - Present
Vanguard May 2013 - November 2013
Pfizer Pharmaceuticals January 2007 - December 2010
Wyeth Pharmaceuticals May 2006 - January 2007
Wyeth Pharmaceuticals 2000 - 2006
Skills
Clinical Trials, Clinical Research, Pharmaceutical Industry, Oncology, GCP, Clinical Trial..., eCTD, MS Office Suite, Documentum, CTMS, Proofreading, Copy Editing
Education
Bryn Mawr College 1991 — 1995
BA, Independent Major
University of the Sciences in Philadelphia
Medical Writing
Earl Varney's Vanguard Experience 1997 - Present
Job ManagerCorporate Insurance at The Vanguard Group
Industry Investment Management
Experience
The Vanguard Group June 1997 - Present
Vanguard 1997 - Present
Wilmington Trust May 1987 - May 1997
Hay Group 1984 - 1986
Skills
Risk Management, Insurance, Workers Compensation, Financial Analysis, Property & Casualty..., Underwriting, Finance, Risk Assessment, Employee Benefits, Operational Risk..., Commercial Insurance, Claim, ETFs, Financial Modeling
Education
University of Pennsylvania - The Wharton School 1982 — 1984
MBA, Finance
Brown University 1975 — 1978
Bachelor of Applied Science (B.A.Sc.), Applied Mathematics
The Vanguard Group June 1997 - Present
Vanguard 1997 - Present
Wilmington Trust May 1987 - May 1997
Hay Group 1984 - 1986
Skills
Risk Management, Insurance, Workers Compensation, Financial Analysis, Property & Casualty..., Underwriting, Finance, Risk Assessment, Employee Benefits, Operational Risk..., Commercial Insurance, Claim, ETFs, Financial Modeling
Education
University of Pennsylvania - The Wharton School 1982 — 1984
MBA, Finance
Brown University 1975 — 1978
Bachelor of Applied Science (B.A.Sc.), Applied Mathematics
Andrea Needham's Vanguard Experience December 2014 - Present
Job Project Manager at Vanguard
Industry Financial Services
Experience
Vanguard December 2014 - Present
Vanguard May 2013 - December 2014
Vanguard September 2010 - May 2013
GfK Custom Research North America December 2003 - January 2011
UnitedHealth Group January 2002 - November 2003
Skills
SAS, Research, Analytics, Management, Statistics, Data Analysis, Program Management, Analysis, Microsoft Excel
Education
Saint Joseph's University 2012 — 2017
Master of Business Administration (MBA)
Bowling Green State University 2000 — 2001
MS, Applied Statistics
Millersville University of Pennsylvania 1996 — 2000
BS, Mathematics
Vanguard December 2014 - Present
Vanguard May 2013 - December 2014
Vanguard September 2010 - May 2013
GfK Custom Research North America December 2003 - January 2011
UnitedHealth Group January 2002 - November 2003
Skills
SAS, Research, Analytics, Management, Statistics, Data Analysis, Program Management, Analysis, Microsoft Excel
Education
Saint Joseph's University 2012 — 2017
Master of Business Administration (MBA)
Bowling Green State University 2000 — 2001
MS, Applied Statistics
Millersville University of Pennsylvania 1996 — 2000
BS, Mathematics
Randy Bryant's Vanguard Experience June 2012 - October 2013
Job Project Manager at Premier, Inc
Industry Information Technology and Services
Experience
Premier, Inc October 2013 - Present
ITT Technical Institute June 2012 - Present
Kaplan College August 2015 - Present
Vanguard June 2012 - October 2013
Blue Ridge Recycling April 2005 - June 2012
Sonic Automotive March 2002 - April 2005
Utah Auto Collection May 1998 - March 2002
PBSI, Inc June 1993 - May 1998
Skills
Troubleshooting, Network Security, Security, Windows, Microsoft Office, Team Building, Customer Service, Computer Hardware, SQL, Team Leadership, Vendor Management, Linux, HTML, Analysis, IT Management, Disaster Recovery, Java, JavaScript, Team Management, Web Design, Problem Solving, Hadoop, Agile Application...
Education
University of North Carolina at Charlotte 2010 — 2012
MS in IT, Information Security and Privacy, 3.6
University of North Carolina at Charlotte 2007 — 2011
BA in IT, Information Technology, 3.89
Utah Valley University 1981 — 1982
Design Technology
Brigham Young University 1979 — 1981
Electrical Engineering (digital)
Premier, Inc October 2013 - Present
ITT Technical Institute June 2012 - Present
Kaplan College August 2015 - Present
Vanguard June 2012 - October 2013
Blue Ridge Recycling April 2005 - June 2012
Sonic Automotive March 2002 - April 2005
Utah Auto Collection May 1998 - March 2002
PBSI, Inc June 1993 - May 1998
Skills
Troubleshooting, Network Security, Security, Windows, Microsoft Office, Team Building, Customer Service, Computer Hardware, SQL, Team Leadership, Vendor Management, Linux, HTML, Analysis, IT Management, Disaster Recovery, Java, JavaScript, Team Management, Web Design, Problem Solving, Hadoop, Agile Application...
Education
University of North Carolina at Charlotte 2010 — 2012
MS in IT, Information Security and Privacy, 3.6
University of North Carolina at Charlotte 2007 — 2011
BA in IT, Information Technology, 3.89
Utah Valley University 1981 — 1982
Design Technology
Brigham Young University 1979 — 1981
Electrical Engineering (digital)
Bryan Blades, CFP®'s Vanguard Experience June 2004 - February 2008
Job Wealth Management and Financial Planning
Industry Financial Services
Experience
Radnor Financial Advisors Inc May 2014 - Present
Capital One August 2012 - April 2014
ING DIRECT April 2011 - August 2012
ING DIRECT February 2008 - May 2011
Vanguard June 2004 - February 2008
Skills
Financial Planning, Financial Analysis, Investment Advisory, Retirement Planning, Tax Planning, Tactical Asset..., Investments, Insurance Planning, Saving for Education, Estate Planning, Risk Management, Leadership, Analytics, Analysis, Finance, Portfolio Management, Forecasting, Financial Risk, Call Centers, Marketing, Strategy, Management, Credit
Education
Villanova University 2007 — 2010
MBA, Finance
Bucknell University 1999 — 2003
BSBA, Management
IES London 2002 — 2002
Radnor Financial Advisors Inc May 2014 - Present
Capital One August 2012 - April 2014
ING DIRECT April 2011 - August 2012
ING DIRECT February 2008 - May 2011
Vanguard June 2004 - February 2008
Skills
Financial Planning, Financial Analysis, Investment Advisory, Retirement Planning, Tax Planning, Tactical Asset..., Investments, Insurance Planning, Saving for Education, Estate Planning, Risk Management, Leadership, Analytics, Analysis, Finance, Portfolio Management, Forecasting, Financial Risk, Call Centers, Marketing, Strategy, Management, Credit
Education
Villanova University 2007 — 2010
MBA, Finance
Bucknell University 1999 — 2003
BSBA, Management
IES London 2002 — 2002
Dave Schertz's Vanguard Experience January 2011 - Present
Job Software Architect at Vanguard
Industry Financial Services
Experience
Vanguard January 2011 - Present
Vanguard April 2009 - January 2011
Vanguard March 2002 - March 2009
Vanguard August 1999 - February 2002
Lockheed Martin Information Technology May 1995 - July 1999
Education
Bradley University 1978 — 1982
B.S.
Vanguard January 2011 - Present
Vanguard April 2009 - January 2011
Vanguard March 2002 - March 2009
Vanguard August 1999 - February 2002
Lockheed Martin Information Technology May 1995 - July 1999
Education
Bradley University 1978 — 1982
B.S.
Kathy Edgett's Vanguard Experience March 2006 - March 2015
Job Client Relationship Manager at ELAP Services
Industry Hospital & Health Care
Experience
ELAP Services March 2015 - Present
Vanguard March 2006 - March 2015
Nuveen Investments June 1998 - June 2006
Skills
Investments, Customer Relations, Mutual Funds, Series 7, Problem Solving, Cross Selling, Investment Products, Series 63, Investment Advisory, Asset Allocation, Financial Services, Relationship Management, Customer Service, Investment Strategies, Retirement, Securities, Retirement Planning
Education
Bowling Green State University 1986 — 1987
Masters
Lawrence University 1982 — 1985
Bachelor of Arts (B.A.)
ELAP Services March 2015 - Present
Vanguard March 2006 - March 2015
Nuveen Investments June 1998 - June 2006
Skills
Investments, Customer Relations, Mutual Funds, Series 7, Problem Solving, Cross Selling, Investment Products, Series 63, Investment Advisory, Asset Allocation, Financial Services, Relationship Management, Customer Service, Investment Strategies, Retirement, Securities, Retirement Planning
Education
Bowling Green State University 1986 — 1987
Masters
Lawrence University 1982 — 1985
Bachelor of Arts (B.A.)
Ariel Elena Lee's Vanguard Experience June 2008 - June 2009
Job Spanish Teacher at Gateway Regional High School
Industry Primary/Secondary Education
Experience
Gateway Regional High School September 2013 - Present
Pennsauken Intermediate School August 2011 - June 2013
New Jersey Department of Education June 2011 - July 2011
Vanguard June 2008 - June 2009
Johnson & Johnson January 2007 - June 2007
Skills
Public Speaking, Policy Analysis
Education
Saint Joseph's University 2009 — 2011
MS, Secondary Education
Bucknell University 2004 — 2008
BA, Spanish, Latin American Studies
The College of New Jersey
Master of Education (M.Ed.), Special Education and Teaching
Gateway Regional High School September 2013 - Present
Pennsauken Intermediate School August 2011 - June 2013
New Jersey Department of Education June 2011 - July 2011
Vanguard June 2008 - June 2009
Johnson & Johnson January 2007 - June 2007
Skills
Public Speaking, Policy Analysis
Education
Saint Joseph's University 2009 — 2011
MS, Secondary Education
Bucknell University 2004 — 2008
BA, Spanish, Latin American Studies
The College of New Jersey
Master of Education (M.Ed.), Special Education and Teaching
Jason Bunker's Vanguard Experience April 2014 - Present
Job Student at University of Utah
Industry Retail
Experience
Vanguard April 2014 - Present
University of Utah July 2012 - Present
H&M September 2012 - March 2014
Convergys September 2011 - August 2012
Obelis s.a. March 2011 - June 2011
Skills
Microsoft Office, PowerPoint, Leadership, Customer Service, Microsoft Excel, Microsoft Word, Salesforce.com, Japanese, Japanese to English..., Japanese business..., International Business, International Sales, Spanish, Marketing, Budgets
Education
University of Utah - David Eccles School of Business 2011 — 2013
Bachelor of Arts (BA), Finance
Brigham Young University 2007 — 2011
Vanguard April 2014 - Present
University of Utah July 2012 - Present
H&M September 2012 - March 2014
Convergys September 2011 - August 2012
Obelis s.a. March 2011 - June 2011
Skills
Microsoft Office, PowerPoint, Leadership, Customer Service, Microsoft Excel, Microsoft Word, Salesforce.com, Japanese, Japanese to English..., Japanese business..., International Business, International Sales, Spanish, Marketing, Budgets
Education
University of Utah - David Eccles School of Business 2011 — 2013
Bachelor of Arts (BA), Finance
Brigham Young University 2007 — 2011
Alan Bartnik's Vanguard Experience December 2000 - Present
Job Software Delivery Manager at Vanguard
Industry Financial Services
Experience
Vanguard December 2000 - Present
Vanguard December 2000 - 2007
Vanguard 2000 - 2001
NationsBank 1995 - 2000
Bank of America 1993 - 1995
Gulfstream Aerospace April 1992 - March 1993
Nissan Motor Acceptance Corporation 1990 - 1992
HSBC - Marine Midland Automotive Finance Corporation 1987 - 1990
Skills
Agile Methodologies, Agile Project Management, Development & delivery..., IT Management, SDLC, Project Management, Leadership, Process Improvement, Management, Software Project..., Requirements Analysis, IT Strategy, Scrum, Lean Software..., Data Modeling, Workshop Facilitation, Requirement..., Business Intelligence, Coaching, Data Warehousing, Agile Process Ownership, Delivering Technical..., Training Delivery, Software Documentation, Integration, Requirements Gathering, Program Management
Education
Bryant and Stratton College 1984 — 1986
Computer Programming
Holley
Notre Dame High School
Vanguard December 2000 - Present
Vanguard December 2000 - 2007
Vanguard 2000 - 2001
NationsBank 1995 - 2000
Bank of America 1993 - 1995
Gulfstream Aerospace April 1992 - March 1993
Nissan Motor Acceptance Corporation 1990 - 1992
HSBC - Marine Midland Automotive Finance Corporation 1987 - 1990
Skills
Agile Methodologies, Agile Project Management, Development & delivery..., IT Management, SDLC, Project Management, Leadership, Process Improvement, Management, Software Project..., Requirements Analysis, IT Strategy, Scrum, Lean Software..., Data Modeling, Workshop Facilitation, Requirement..., Business Intelligence, Coaching, Data Warehousing, Agile Process Ownership, Delivering Technical..., Training Delivery, Software Documentation, Integration, Requirements Gathering, Program Management
Education
Bryant and Stratton College 1984 — 1986
Computer Programming
Holley
Notre Dame High School
Reena Linden's Vanguard Experience October 2013 - Present
Job Investment Professional
Industry Financial Services
Experience
Vanguard October 2013 - Present
Self-Employed August 2011 - Present
Walmart June 2012 - October 2013
The Program September 2011 - December 2011
Center for High School Global Alliances March 2011 - December 2011
the English Language Center September 2010 - December 2010
Skills
Investments, Teaching, Public Speaking, Research, Editing, Proofreading, Copy Editing, Team Leadership, Microsoft Word, Writing, Creative Writing, Grammar, Linguistics, English, Blogging, Spanish, Technical Writing, Tutoring, Coaching, Customer Service, Team Building, Social Networking, French, PowerPoint, Management, Marketing Communications, Facebook, Event Planning, Translation, Social Media, Academic Writing, English grammar
Education
Brigham Young University 2009 — 2011
B.A, Linguistics; TESOL
Northern Arizona University 2007 — 2009
Anthropology
Vanguard October 2013 - Present
Self-Employed August 2011 - Present
Walmart June 2012 - October 2013
The Program September 2011 - December 2011
Center for High School Global Alliances March 2011 - December 2011
the English Language Center September 2010 - December 2010
Skills
Investments, Teaching, Public Speaking, Research, Editing, Proofreading, Copy Editing, Team Leadership, Microsoft Word, Writing, Creative Writing, Grammar, Linguistics, English, Blogging, Spanish, Technical Writing, Tutoring, Coaching, Customer Service, Team Building, Social Networking, French, PowerPoint, Management, Marketing Communications, Facebook, Event Planning, Translation, Social Media, Academic Writing, English grammar
Education
Brigham Young University 2009 — 2011
B.A, Linguistics; TESOL
Northern Arizona University 2007 — 2009
Anthropology
Gaylynne Myers's Vanguard Experience September 2000 - December 2005
Job Procurement Officer with Skyline Commercial Capital
Industry Financial Services
Experience
skyline commercial capital December 2010 - Present
Financial Services August 2009 - November 2010
Arizona State Government January 2006 - January 2008
Vanguard September 2000 - December 2005
Skills
Investments, Commodity, Customer Service, Strategic Planning, Microsoft Office, Public Speaking, Microsoft Word, Microsoft Excel, PowerPoint, Research, Employee Benefits, Employee Relations, Negotiation, Finance, Training, Recruiting
Education
Keller Graduate School of Management of DeVry University 2007 — 2009
MBA, Project Management
Brigham Young University 1992 — 1994
BS, Psychology
skyline commercial capital December 2010 - Present
Financial Services August 2009 - November 2010
Arizona State Government January 2006 - January 2008
Vanguard September 2000 - December 2005
Skills
Investments, Commodity, Customer Service, Strategic Planning, Microsoft Office, Public Speaking, Microsoft Word, Microsoft Excel, PowerPoint, Research, Employee Benefits, Employee Relations, Negotiation, Finance, Training, Recruiting
Education
Keller Graduate School of Management of DeVry University 2007 — 2009
MBA, Project Management
Brigham Young University 1992 — 1994
BS, Psychology
Hosanna Odhner's Vanguard Experience July 2013 - Present
Job Investment Consultant at Vanguard
Industry Financial Services
Experience
Vanguard July 2013 - Present
Bryn Mawr College August 2012 - May 2013
Bryn Mawr College Deans' Office August 2010 - May 2013
Bryn Mawr College Admissions Office February 2010 - May 2013
Lehigh University May 2012 - August 2012
Bryn Mawr College January 2012 - May 2012
Bryn Mawr College January 2012 - January 2012
Georgia Institute of Technology May 2011 - August 2011
The College of Wooster May 2010 - July 2010
Skills
Problem Solving, Critical Thinking, People Skills, Mathematica, Higher Education, LaTeX, Teaching, Research, Public Speaking
Education
Bryn Mawr College 2009 — 2013
Bachelor of Science, Physics
Vanguard July 2013 - Present
Bryn Mawr College August 2012 - May 2013
Bryn Mawr College Deans' Office August 2010 - May 2013
Bryn Mawr College Admissions Office February 2010 - May 2013
Lehigh University May 2012 - August 2012
Bryn Mawr College January 2012 - May 2012
Bryn Mawr College January 2012 - January 2012
Georgia Institute of Technology May 2011 - August 2011
The College of Wooster May 2010 - July 2010
Skills
Problem Solving, Critical Thinking, People Skills, Mathematica, Higher Education, LaTeX, Teaching, Research, Public Speaking
Education
Bryn Mawr College 2009 — 2013
Bachelor of Science, Physics
Deleen Moore's Vanguard Experience January 2004 - May 2004
Job Technology Analyst at Aon Hewitt
Industry
Experience
Aon Hewitt May 2006 - Present
IBM August 2004 - April 2006
Vanguard January 2004 - May 2004
Education
University of North Carolina at Charlotte 2004 — 2004
Bachelor of Science (B.S.), Computer Science, C
Brevard College 1983 — 1985
Associate of Arts (AA), Humanities/Humanistic Studies
Aon Hewitt May 2006 - Present
IBM August 2004 - April 2006
Vanguard January 2004 - May 2004
Education
University of North Carolina at Charlotte 2004 — 2004
Bachelor of Science (B.S.), Computer Science, C
Brevard College 1983 — 1985
Associate of Arts (AA), Humanities/Humanistic Studies
Andrew Bevan, CFP(R)'s Vanguard Experience August 2003 - Present
Job Vanguard Asset Management Services
Industry Financial Services
Experience
Vanguard August 2003 - Present
Skills
General Management, Client Services, Investments, Series 63, Series 6, Series 26, CFP, Project Management, Business Process..., Team Leadership, Financial Services, ETFs, Mutual Funds, Certified Financial..., Series 7, FINRA, Securities, Asset Allocation, 401k, Alternative Investments, Investment Strategies, Series 24, Investment Management, Retirement, Bonds, Uniform Combined State..., Investment Advisory, Strategic Financial..., Portfolio Management, Retirement Planning, IRAs, High Net Worth..., Wealth Management
Education
Villanova University 2011 — 2013
Master of Business Administration (M.B.A.)
Bucknell University 1998 — 2002
Bachelor of Arts, Economics
Oxford University 2000 — 2000
Semester Study Abroad
Vanguard August 2003 - Present
Skills
General Management, Client Services, Investments, Series 63, Series 6, Series 26, CFP, Project Management, Business Process..., Team Leadership, Financial Services, ETFs, Mutual Funds, Certified Financial..., Series 7, FINRA, Securities, Asset Allocation, 401k, Alternative Investments, Investment Strategies, Series 24, Investment Management, Retirement, Bonds, Uniform Combined State..., Investment Advisory, Strategic Financial..., Portfolio Management, Retirement Planning, IRAs, High Net Worth..., Wealth Management
Education
Villanova University 2011 — 2013
Master of Business Administration (M.B.A.)
Bucknell University 1998 — 2002
Bachelor of Arts, Economics
Oxford University 2000 — 2000
Semester Study Abroad
Brad Van Schooneveld's Vanguard Experience June 2012 - Present
Job Senior Manager at Vanguard
Industry Financial Services
Experience
Vanguard June 2012 - Present
Vanguard October 2008 - July 2012
Vanguard August 2005 - September 2008
Skills
Project Management, Six Sigma, Customer Service, Innovation, Leadership, Management, Training, Process Improvement, Vendor Management, Risk Management, Financial Analysis, Business Analysis, Call Centers, Cross-functional Team..., Program Management, Change Management, Strategy, Analysis, Forecasting, Performance Management, Operations Management, Business Strategy
Education
Villanova University 2010 — 2012
Master of Business Administration (MBA), Finance and Strategic Management
Bucknell University 2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General
Vanguard June 2012 - Present
Vanguard October 2008 - July 2012
Vanguard August 2005 - September 2008
Skills
Project Management, Six Sigma, Customer Service, Innovation, Leadership, Management, Training, Process Improvement, Vendor Management, Risk Management, Financial Analysis, Business Analysis, Call Centers, Cross-functional Team..., Program Management, Change Management, Strategy, Analysis, Forecasting, Performance Management, Operations Management, Business Strategy
Education
Villanova University 2010 — 2012
Master of Business Administration (MBA), Finance and Strategic Management
Bucknell University 2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General
Allison Brewer's Vanguard Experience 2008 - 2011
Job Pattern Designer
Industry Arts and Crafts
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments