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
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Vanguard Employees
Employee
Years
Job
Industry
Charles Conlin Charles Conlin's Vanguard Experience February 2014 - July 2015
Job Operations Analyst at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs August 2015 - Present
Vanguard February 2014 - July 2015
Yelp, Inc. September 2013 - October 2013
Gardner Lewis Asset Management June 2010 - August 2010
Suffolk Capital Management June 2009 - August 2009
Bayard Taylor Adult Literacy Program June 2008 - July 2008
Skills
Advertising, Sales, Photoshop, Client Services, Microsoft Office, Research, Series 63, Cold Calling, Salesforce.com, Data Analysis, Statistics, PowerPoint, Online Advertising, Lead Management, Client Development, Sales Cycle Management, CPM Advertising, Salesforce, Client Relationship..., Defined Contribution, Client Service, 401k, 403 b
Education
Carnegie Mellon University 2009 — 2013
Bachelor of Science (B.S.), International Relations and Politics
Pomfret School 2006 — 2009
Goldman Sachs August 2015 - Present
Vanguard February 2014 - July 2015
Yelp, Inc. September 2013 - October 2013
Gardner Lewis Asset Management June 2010 - August 2010
Suffolk Capital Management June 2009 - August 2009
Bayard Taylor Adult Literacy Program June 2008 - July 2008
Skills
Advertising, Sales, Photoshop, Client Services, Microsoft Office, Research, Series 63, Cold Calling, Salesforce.com, Data Analysis, Statistics, PowerPoint, Online Advertising, Lead Management, Client Development, Sales Cycle Management, CPM Advertising, Salesforce, Client Relationship..., Defined Contribution, Client Service, 401k, 403 b
Education
Carnegie Mellon University 2009 — 2013
Bachelor of Science (B.S.), International Relations and Politics
Pomfret School 2006 — 2009
patrick dowling patrick dowling's Vanguard Experience March 2014 - Present
Job Investment ProfessionalVanguard
Industry Capital Markets
Experience
Vanguard March 2014 - Present
Vista Paint Corporation January 2010 - May 2014
Skills
Fixed Income Strategies, Fixed Income Portfolio..., Finance, Bloomberg, Investment Strategies, Security Analysis, Portfolio Management, Economics, Financial Modeling, Teamwork, Corporate Finance, Financial Advisory, Valuation, Financial Analysis, Cash Management, Investments, Strategic Financial..., Sales, Securities, Investment Banking, Leadership, Asset Management, Credit Analysis, Cash Flow, Relationship Management, Fixed Income, Fixed Income Analysis
Education
California State University-Fullerton 2012 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Irvine Valley College 2008 — 2011
Associate's degree, Business Administration and Management, General
Vanguard March 2014 - Present
Vista Paint Corporation January 2010 - May 2014
Skills
Fixed Income Strategies, Fixed Income Portfolio..., Finance, Bloomberg, Investment Strategies, Security Analysis, Portfolio Management, Economics, Financial Modeling, Teamwork, Corporate Finance, Financial Advisory, Valuation, Financial Analysis, Cash Management, Investments, Strategic Financial..., Sales, Securities, Investment Banking, Leadership, Asset Management, Credit Analysis, Cash Flow, Relationship Management, Fixed Income, Fixed Income Analysis
Education
California State University-Fullerton 2012 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Irvine Valley College 2008 — 2011
Associate's degree, Business Administration and Management, General
Justin C.S. Stanford Justin C.S. Stanford's Vanguard Experience July 2015 - Present
Job Reirement Plan Service Representative at Vanguard
Industry Financial Services
Experience
Vanguard July 2015 - Present
Center of Economic Education, CSUF October 2014 - June 2015
B. Riley & Co. February 2014 - July 2014
Summerlin Asset Management, LLC July 2013 - July 2014
KW Commercial February 2012 - February 2014
Skills
Investments, Property Management, Disposition, Investment Properties, Negotiation, Asset Management, Commercial Real Estate, Real Estate Development, Real Estate Transactions, Real Estate Economics, Leases, Commercial Real Estate..., Leadership, Entrepreneurship, Brokerage, Mergers & Acquisitions, Economics, Investors, Real Estate, Due Diligence, Asset Managment, Location Intelligence, Investment Banking, Corporate Finance
Education
California State University-Fullerton
Bachelors of Arts, Economics (Expected 2015)
Vanguard July 2015 - Present
Center of Economic Education, CSUF October 2014 - June 2015
B. Riley & Co. February 2014 - July 2014
Summerlin Asset Management, LLC July 2013 - July 2014
KW Commercial February 2012 - February 2014
Skills
Investments, Property Management, Disposition, Investment Properties, Negotiation, Asset Management, Commercial Real Estate, Real Estate Development, Real Estate Transactions, Real Estate Economics, Leases, Commercial Real Estate..., Leadership, Entrepreneurship, Brokerage, Mergers & Acquisitions, Economics, Investors, Real Estate, Due Diligence, Asset Managment, Location Intelligence, Investment Banking, Corporate Finance
Education
California State University-Fullerton
Bachelors of Arts, Economics (Expected 2015)
Amanda Lipson's Vanguard Experience July 2014 - July 2015
Job Retirement Specialist at Vanguard
Industry Higher Education
Experience
Vanguard July 2014 - July 2015
Vanguard July 2013 - July 2014
Yelp.com November 2012 - July 2013
MINDBODY, Inc. March 2012 - August 2012
Nexenta Systems June 2011 - September 2011
California Polytechnic State University--San Luis Obispo January 2011 - June 2011
Periodontal Office June 2007 - December 2009
Skills
Salesforce.com, Sales, Research, Marketing, Social Networking, SaaS
Education
San Jose State University 2015 — 2017
Master’s Degree, Industrial and Organizational Psychology
California Polytechnic State University-San Luis Obispo 2008 — 2012
Bachelor of Science, Psychology, 3.6
CEA Global Education 2011 — 2011
Spanish and Argentine Culture
Los Altos High School 2004 — 2008
Vanguard July 2014 - July 2015
Vanguard July 2013 - July 2014
Yelp.com November 2012 - July 2013
MINDBODY, Inc. March 2012 - August 2012
Nexenta Systems June 2011 - September 2011
California Polytechnic State University--San Luis Obispo January 2011 - June 2011
Periodontal Office June 2007 - December 2009
Skills
Salesforce.com, Sales, Research, Marketing, Social Networking, SaaS
Education
San Jose State University 2015 — 2017
Master’s Degree, Industrial and Organizational Psychology
California Polytechnic State University-San Luis Obispo 2008 — 2012
Bachelor of Science, Psychology, 3.6
CEA Global Education 2011 — 2011
Spanish and Argentine Culture
Los Altos High School 2004 — 2008
Robert Barnard's Vanguard Experience April 2004 - April 2005
Job Investment Management Analyst
Industry Investment Management
Experience
Research Affiliates August 2015 - Present
System Two Advisors, LP June 2014 - August 2014
Raytheon - Missile Systems October 2010 - July 2013
Thomson Reuters October 2005 - July 2010
Vanguard April 2004 - April 2005
Skills
Financial Analysis, Financial Modeling, Analysis, Finance, Risk Management, Financial Reporting, Process Improvement, Corporate Finance, Variance Analysis, Data Analysis, Access, Managerial Finance
Education
Carnegie Mellon University - Tepper School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance, Economics, Entrepreneurship
University of Arizona, Eller College of Management 1999 — 2003
Bachelor of Science (B.S.), Finance, General
Research Affiliates August 2015 - Present
System Two Advisors, LP June 2014 - August 2014
Raytheon - Missile Systems October 2010 - July 2013
Thomson Reuters October 2005 - July 2010
Vanguard April 2004 - April 2005
Skills
Financial Analysis, Financial Modeling, Analysis, Finance, Risk Management, Financial Reporting, Process Improvement, Corporate Finance, Variance Analysis, Data Analysis, Access, Managerial Finance
Education
Carnegie Mellon University - Tepper School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance, Economics, Entrepreneurship
University of Arizona, Eller College of Management 1999 — 2003
Bachelor of Science (B.S.), Finance, General
Ryan Donohue Ryan Donohue's Vanguard Experience September 2015 - Present
Job Internal Sales Consultant at Vanguard
Industry Financial Services
Experience
Vanguard September 2015 - Present
Vanguard September 2014 - September 2015
Vanguard August 2013 - September 2014
Skills
Supply Chain Management, Business Operations, Finance, Microsoft Excel, Teamwork, Leadership, Financial Analysis, Marketing, Market Research, Sales, Strategic Planning, PowerPoint, Management, Budgets, Microsoft Word, Microsoft Office, Business Strategy, Business Development, Social Media, Accounting, Insurance
Education
La Salle University 2012 — 2013
Master of Business Administration (MBA), Finance, General
California State University-Long Beach 2008 — 2011
Bachelor of Science (BS), Business Administration and Management, General
California State University-Long Beach 2008 — 2011
Bachelor of Science (BS), Logistics, Materials, and Supply Chain Management
Vanguard September 2015 - Present
Vanguard September 2014 - September 2015
Vanguard August 2013 - September 2014
Skills
Supply Chain Management, Business Operations, Finance, Microsoft Excel, Teamwork, Leadership, Financial Analysis, Marketing, Market Research, Sales, Strategic Planning, PowerPoint, Management, Budgets, Microsoft Word, Microsoft Office, Business Strategy, Business Development, Social Media, Accounting, Insurance
Education
La Salle University 2012 — 2013
Master of Business Administration (MBA), Finance, General
California State University-Long Beach 2008 — 2011
Bachelor of Science (BS), Business Administration and Management, General
California State University-Long Beach 2008 — 2011
Bachelor of Science (BS), Logistics, Materials, and Supply Chain Management
Jen Moreno Jen Moreno's Vanguard Experience October 2012 - May 2013
Job Marketing Director, Exclusive Collections Galleries | Editorial Director, Off The Easel Magazine
Industry Writing and Editing
Experience
Exclusive Collections Fine Art Galleries July 2014 - Present
Self-employed June 2013 - June 2014
She Can Be November 2013 - May 2014
Chico Enterprise-Record February 2013 - May 2013
Vanguard October 2012 - May 2013
KCSC Radio August 2012 - May 2013
ChicoSol July 2012 - December 2012
The Orion, Chico State January 2012 - May 2012
The Orion, Chico State August 2011 - December 2011
San Diego Unified School District October 2010 - June 2011
Skills
Copy Editing, Journalism, Editing, Blogging, Proofreading, Feature Articles, Newsletters, Creative Writing, Ap Style, Press Releases, Storytelling, Copywriting, Facebook, Fact-checking, Social Media, News Writing, Media Relations, Newspaper, Public Relations, Online Journalism, Newspapers, AP Style, Research, Editorial, WordPress, Interviews, Web Content, Publications, Social Networking, Magazines, Freelance Writing, Headline Writing, Publicity, Breaking News, Broadcast Journalism, InDesign, Video Editing, Investigative Reporting, Radio, Video Production, Blogger, Photoshop, Multimedia, Audacity, Newspaper Design, Entertainment, Illustrator, Online Publishing, Photojournalism, YouTube
Education
CSU Chico 2011 — 2013
Bachelor's Degree, Journalism
Southwestern College 2008 — 2011
Associate of Arts (A.A.), Journalism
Exclusive Collections Fine Art Galleries July 2014 - Present
Self-employed June 2013 - June 2014
She Can Be November 2013 - May 2014
Chico Enterprise-Record February 2013 - May 2013
Vanguard October 2012 - May 2013
KCSC Radio August 2012 - May 2013
ChicoSol July 2012 - December 2012
The Orion, Chico State January 2012 - May 2012
The Orion, Chico State August 2011 - December 2011
San Diego Unified School District October 2010 - June 2011
Skills
Copy Editing, Journalism, Editing, Blogging, Proofreading, Feature Articles, Newsletters, Creative Writing, Ap Style, Press Releases, Storytelling, Copywriting, Facebook, Fact-checking, Social Media, News Writing, Media Relations, Newspaper, Public Relations, Online Journalism, Newspapers, AP Style, Research, Editorial, WordPress, Interviews, Web Content, Publications, Social Networking, Magazines, Freelance Writing, Headline Writing, Publicity, Breaking News, Broadcast Journalism, InDesign, Video Editing, Investigative Reporting, Radio, Video Production, Blogger, Photoshop, Multimedia, Audacity, Newspaper Design, Entertainment, Illustrator, Online Publishing, Photojournalism, YouTube
Education
CSU Chico 2011 — 2013
Bachelor's Degree, Journalism
Southwestern College 2008 — 2011
Associate of Arts (A.A.), Journalism
Wade Barter Wade Barter's Vanguard Experience March 1998 - August 2000
Job Special Operations Coordinator, Captain, Paramedic, HMT, TLO
Industry Public Safety
Experience
Daisy Mountain Fire Department September 2000 - Present
Vanguard March 1998 - August 2000
US Federal Government December 1993 - December 1996
Skills
Tox Medic, Emergency Management, NEMS (National..., NIMS, Fire Service, First Responder, Homeland Security, Rescue, Emergency Planning, Disaster Response, Crisis Management, Risk Assessment, Hazmat Operations, Fire Suppression Systems, Fire Investigation, Physical Security, Exercises, Police, Counterterrorism, Preparedness, Emergency Services, Government, Contingency Planning, Firefighters, Hazardous Materials, Evidence, Weapons of Mass..., Fire Protection, Private Investigations, Firefighting, Incident Command, EMS, Command, First Aid, Firearms, Tactics, Criminal Justice, Fire Safety, Public Safety, Vehicle Extrication, Investigation, Enforcement, Continuity of Operations, Structural Firefighting, CBRN, Security Management, Fire Management, Life Safety, Criminal Investigations, Technical Rescue
Education
Capella University 2015 — 2017
Doctor of Philosophy (Ph.D.), Public Safety
Kaplan University 2011 — 2013
Masters, Public Administration
Grand Canyon University 2010 — 2011
Bachelor of Science, Emergency Management
Peoria High School 1989 — 1993
General, General Studies
Capella University
Doctor of Philosophy (Ph.D.), Leadership in Public Safety
Daisy Mountain Fire Department September 2000 - Present
Vanguard March 1998 - August 2000
US Federal Government December 1993 - December 1996
Skills
Tox Medic, Emergency Management, NEMS (National..., NIMS, Fire Service, First Responder, Homeland Security, Rescue, Emergency Planning, Disaster Response, Crisis Management, Risk Assessment, Hazmat Operations, Fire Suppression Systems, Fire Investigation, Physical Security, Exercises, Police, Counterterrorism, Preparedness, Emergency Services, Government, Contingency Planning, Firefighters, Hazardous Materials, Evidence, Weapons of Mass..., Fire Protection, Private Investigations, Firefighting, Incident Command, EMS, Command, First Aid, Firearms, Tactics, Criminal Justice, Fire Safety, Public Safety, Vehicle Extrication, Investigation, Enforcement, Continuity of Operations, Structural Firefighting, CBRN, Security Management, Fire Management, Life Safety, Criminal Investigations, Technical Rescue
Education
Capella University 2015 — 2017
Doctor of Philosophy (Ph.D.), Public Safety
Kaplan University 2011 — 2013
Masters, Public Administration
Grand Canyon University 2010 — 2011
Bachelor of Science, Emergency Management
Peoria High School 1989 — 1993
General, General Studies
Capella University
Doctor of Philosophy (Ph.D.), Leadership in Public Safety
Mahtab Moatamer Mahtab Moatamer's Vanguard Experience June 2011 - August 2011
Job Manager of Finance and Analytics at Segue Corporation
Industry Logistics and Supply Chain
Experience
Segue Corporation September 2015 - Present
Ingram Micro September 2012 - September 2015
Vanguard June 2011 - August 2011
Price4computers.com March 2005 - July 2010
Wells Fargo June 2003 - March 2005
Skills
Quantitative Analytics, Financial Analysis, Finance, Business Strategy, Project Management, Operations Management, Business Analysis, Financial Modeling, Competitive Analysis, Data Analysis, Strategy, Forecasting, Pricing, Cross-functional Team..., Analysis, Strategic Planning, Analytics, Process Improvement, Business Process...
Education
Carnegie Mellon University - Tepper School of Business 2010 — 2012
Master of Business Administration (M.B.A.)
California State University-Long Beach - College of Business Administration 2001 — 2004
Bachelor of Science (B.S.), International business
Segue Corporation September 2015 - Present
Ingram Micro September 2012 - September 2015
Vanguard June 2011 - August 2011
Price4computers.com March 2005 - July 2010
Wells Fargo June 2003 - March 2005
Skills
Quantitative Analytics, Financial Analysis, Finance, Business Strategy, Project Management, Operations Management, Business Analysis, Financial Modeling, Competitive Analysis, Data Analysis, Strategy, Forecasting, Pricing, Cross-functional Team..., Analysis, Strategic Planning, Analytics, Process Improvement, Business Process...
Education
Carnegie Mellon University - Tepper School of Business 2010 — 2012
Master of Business Administration (M.B.A.)
California State University-Long Beach - College of Business Administration 2001 — 2004
Bachelor of Science (B.S.), International business
Kellyann Creelman Kellyann Creelman's Vanguard Experience May 2015 - Present
Job Tax Advisor at Vanguard
Industry Law Practice
Experience
Vanguard May 2015 - Present
Vanguard August 2013 - Present
Steven L. Gershman & Associates October 2011 - August 2013
ARAMARK May 2012 - April 2013
Ronald F. Woods & Associates May 2010 - May 2011
Friedberg & Bunge May 2009 - December 2009
MADDragon Records and Publishing Company September 2004 - May 2007
DMusic.com / Law Offices of Lawrence E. Feldman May 2006 - October 2006
Skills
Tax, Tax Law, Tax Returns, Income Tax, Tax Preparation, Licensing, Contract Negotiation, Internet Law, Licensing Agreements, Intellectual Property..., Media Law, Entertainment Law, Telecommunications Law, Music Law, Music Publishing, Trade Secrets, Copyright Litigation, Trademark Infringement, Intellectual Property, Copyright Law, Legal Writing, Telecommunications, Cyberlaw, Estate Planning, Mediation, Legal Issues, Trademarks, Legal Research, Microsoft Excel, Corporate Law, Microsoft Office
Education
Temple University - James E. Beasley School of Law 2012 — 2014
Master of Laws (LL.M.), Taxation
California Western School of Law 2008 — 2011
Juris Doctor, Intellectual Property - Copyright
Drexel University 2003 — 2007
Bachelors, Science; Music; Legal Affairs
Bishop Eustace Preparatory High School 1999 — 2003
Vanguard May 2015 - Present
Vanguard August 2013 - Present
Steven L. Gershman & Associates October 2011 - August 2013
ARAMARK May 2012 - April 2013
Ronald F. Woods & Associates May 2010 - May 2011
Friedberg & Bunge May 2009 - December 2009
MADDragon Records and Publishing Company September 2004 - May 2007
DMusic.com / Law Offices of Lawrence E. Feldman May 2006 - October 2006
Skills
Tax, Tax Law, Tax Returns, Income Tax, Tax Preparation, Licensing, Contract Negotiation, Internet Law, Licensing Agreements, Intellectual Property..., Media Law, Entertainment Law, Telecommunications Law, Music Law, Music Publishing, Trade Secrets, Copyright Litigation, Trademark Infringement, Intellectual Property, Copyright Law, Legal Writing, Telecommunications, Cyberlaw, Estate Planning, Mediation, Legal Issues, Trademarks, Legal Research, Microsoft Excel, Corporate Law, Microsoft Office
Education
Temple University - James E. Beasley School of Law 2012 — 2014
Master of Laws (LL.M.), Taxation
California Western School of Law 2008 — 2011
Juris Doctor, Intellectual Property - Copyright
Drexel University 2003 — 2007
Bachelors, Science; Music; Legal Affairs
Bishop Eustace Preparatory High School 1999 — 2003
John Krzeminski John Krzeminski's Vanguard Experience July 2011 - June 2014
Job Retirement Sales Consultant Lincoln Financial
Industry Financial Services
Experience
Lincoln Financial Group November 2014 - Present
PNC Wealth Management July 2014 - September 2014
Vanguard July 2011 - June 2014
Vanguard March 2008 - July 2011
UNITE HERE October 2005 - April 2007
USMC August 1995 - August 1999
Skills
Sales Strategy, Defined Contribution, Creative Problem Solving, Research & Analysis, Retirement Plan..., Mutual Funds, Writing and Editing, Defined Benefit, Project Management, Business Process..., Mentoring, Retirement Plan..., Leadership
Education
Cornell University 2003 — 2005
MILR, Industrial & Labor Relations
California State University-Fullerton 2001 — 2003
BA, Political Science
Mt. San Antonio College 1999 — 2001
General Studies
Lincoln Financial Group November 2014 - Present
PNC Wealth Management July 2014 - September 2014
Vanguard July 2011 - June 2014
Vanguard March 2008 - July 2011
UNITE HERE October 2005 - April 2007
USMC August 1995 - August 1999
Skills
Sales Strategy, Defined Contribution, Creative Problem Solving, Research & Analysis, Retirement Plan..., Mutual Funds, Writing and Editing, Defined Benefit, Project Management, Business Process..., Mentoring, Retirement Plan..., Leadership
Education
Cornell University 2003 — 2005
MILR, Industrial & Labor Relations
California State University-Fullerton 2001 — 2003
BA, Political Science
Mt. San Antonio College 1999 — 2001
General Studies
Dameon Smith, MBA Dameon Smith, MBA's Vanguard Experience December 2010 - March 2015
Job Client Service Associate at LPL Financial
Industry Financial Services
Experience
LPL Financial April 2015 - Present
Vanguard December 2010 - March 2015
Wells Fargo Advisors May 2008 - December 2010
Citi November 2004 - April 2008
Skills
Analysis, Credit, Loans, Management, Leadership, Credit Cards, Banking, Financial Services, Investments, Portfolio Management, Relationship Management, Mutual Funds, Series 63, Financial Analysis, Credit Analysis, Risk Management, Finance, Securities, Strategic Financial..., Consumer Lending, Underwriting
Education
Capella University 2010 — 2012
MBA, Finance and Financial Management Services
Johnson C. Smith University - JCSU 1996 — 2002
Bachelor of Arts (B.A.), Mass Communication/Media Studies
LPL Financial April 2015 - Present
Vanguard December 2010 - March 2015
Wells Fargo Advisors May 2008 - December 2010
Citi November 2004 - April 2008
Skills
Analysis, Credit, Loans, Management, Leadership, Credit Cards, Banking, Financial Services, Investments, Portfolio Management, Relationship Management, Mutual Funds, Series 63, Financial Analysis, Credit Analysis, Risk Management, Finance, Securities, Strategic Financial..., Consumer Lending, Underwriting
Education
Capella University 2010 — 2012
MBA, Finance and Financial Management Services
Johnson C. Smith University - JCSU 1996 — 2002
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Sarah Domboski Sarah Domboski's Vanguard Experience January 2012 - Present
Job Project Administrator
Industry Financial Services
Experience
Vanguard January 2012 - Present
Vanguard August 2007 - January 2012
Gateway Medical Associates August 2006 - June 2007
Skills
Training Delivery, Talent Acquisition, Onboarding, Event Planning, Project Management, Event Management, Talent Management, Small Business
Education
Cairn University
Bachelor of Science (BS), Bible/Biblical Studies
Vanguard January 2012 - Present
Vanguard August 2007 - January 2012
Gateway Medical Associates August 2006 - June 2007
Skills
Training Delivery, Talent Acquisition, Onboarding, Event Planning, Project Management, Event Management, Talent Management, Small Business
Education
Cairn University
Bachelor of Science (BS), Bible/Biblical Studies
Monica Van Eck Monica Van Eck's Vanguard Experience July 2010 - July 2011
Job Director of Operations at Millie Capital Management
Industry Financial Services
Experience
Millie Capital Management May 2012 - Present
H&R Block December 2011 - May 2012
Vanguard July 2010 - July 2011
Urban Yoga January 2010 - May 2010
Volunteer Income Tax Assistance Program January 2010 - April 2010
Cofely Refrigeration 1998 - 2002
Van Uden Logistics June 1991 - July 1997
Education
California State University-San Bernardino - College of Business and Public Administration 2008 — 2010
Business Administration, Financial Planning Concentration
Las Positas College 2004 — 2006
Accounting
Millie Capital Management May 2012 - Present
H&R Block December 2011 - May 2012
Vanguard July 2010 - July 2011
Urban Yoga January 2010 - May 2010
Volunteer Income Tax Assistance Program January 2010 - April 2010
Cofely Refrigeration 1998 - 2002
Van Uden Logistics June 1991 - July 1997
Education
California State University-San Bernardino - College of Business and Public Administration 2008 — 2010
Business Administration, Financial Planning Concentration
Las Positas College 2004 — 2006
Accounting
Nancy Engan Nancy Engan's Vanguard Experience April 2013 - Present
Job Webmaster at Vanguard
Industry Internet
Experience
Vanguard April 2013 - Present
Siemens Healthcare September 2011 - April 2013
Media Supply December 2004 - January 2009
MG Industries 2000 - 2004
Skills
Marketing Communications, Writing, Microsoft Office, Editing, Blogging, Facebook, Budgets, Strategic Planning, Newsletters, Social Media Marketing, Social Networking, Public Relations, Press Releases, SEO, Copy Editing, Advertising, Copywriting, Internal Communications, Corporate Communications, Social Media, Customer Service, Adobe Creative Suite, InDesign, Event Management, Content Management
Education
Central Connecticut State University 1974 — 1979
BA, English
Vanguard April 2013 - Present
Siemens Healthcare September 2011 - April 2013
Media Supply December 2004 - January 2009
MG Industries 2000 - 2004
Skills
Marketing Communications, Writing, Microsoft Office, Editing, Blogging, Facebook, Budgets, Strategic Planning, Newsletters, Social Media Marketing, Social Networking, Public Relations, Press Releases, SEO, Copy Editing, Advertising, Copywriting, Internal Communications, Corporate Communications, Social Media, Customer Service, Adobe Creative Suite, InDesign, Event Management, Content Management
Education
Central Connecticut State University 1974 — 1979
BA, English
Jaye Berman Jaye Berman's Vanguard Experience 1999 - 2004
Job Sr. Copywriter at Lincoln Financial Group
Industry Writing and Editing
Experience
Lincoln Financial Group 2014 - Present
SEI 2013 - 2014
Independent Contractor 2004 - 2014
Vanguard 1999 - 2004
The Wharton School 1998 - 1999
Vanguard 1997 - 1998
Al Paul Lefton Co. 1995 - 1997
Villanova University 1988 - 1995
Skills
Marketing Communications, Editing, Public Relations, Financial Services, Newsletters, Internal Communications, Corporate Communications, Social Media, Copywriting, Proofreading, Project Management, Media Relations, White Papers, Crisis Communications, Web Content, High Net Worth..., Retirement Savings, Qualified Retirement..., Retirement Planning, Employee Benefits, Institutional Investors, Mutual Funds, Variable Annuities, Direct Mail, Strategic Communications, RFP, Retirement Benefits, Writing, Copy Editing, Guaranteed Lifetime..., Content Strategy, Content Management, Press Releases, Books, Publishing, Blogging, Publications, Creative Writing, Feature Articles, Integrated Marketing, Speech Writing, Technical Writing, Content Development, Marketing, Video, Email Marketing
Education
University of Wisconsin-Milwaukee
Doctor of Philosophy (Ph.D.), English
University of Wisconsin-Milwaukee
Master's Degree, English
University of Wisconsin-Madison
Master's Degree, Educational Psychology
University of Wisconsin-Milwaukee
Bachelor's Degree, Comparative Literature
Cardinal Stritch University
Secondary Education and Teaching
Indiana University Bloomington
Folklore Studies
Johann Wolfgang Goethe-Universität Frankfurt am Main
American Studies, Graduate Student Exchange Program
Lincoln Financial Group 2014 - Present
SEI 2013 - 2014
Independent Contractor 2004 - 2014
Vanguard 1999 - 2004
The Wharton School 1998 - 1999
Vanguard 1997 - 1998
Al Paul Lefton Co. 1995 - 1997
Villanova University 1988 - 1995
Skills
Marketing Communications, Editing, Public Relations, Financial Services, Newsletters, Internal Communications, Corporate Communications, Social Media, Copywriting, Proofreading, Project Management, Media Relations, White Papers, Crisis Communications, Web Content, High Net Worth..., Retirement Savings, Qualified Retirement..., Retirement Planning, Employee Benefits, Institutional Investors, Mutual Funds, Variable Annuities, Direct Mail, Strategic Communications, RFP, Retirement Benefits, Writing, Copy Editing, Guaranteed Lifetime..., Content Strategy, Content Management, Press Releases, Books, Publishing, Blogging, Publications, Creative Writing, Feature Articles, Integrated Marketing, Speech Writing, Technical Writing, Content Development, Marketing, Video, Email Marketing
Education
University of Wisconsin-Milwaukee
Doctor of Philosophy (Ph.D.), English
University of Wisconsin-Milwaukee
Master's Degree, English
University of Wisconsin-Madison
Master's Degree, Educational Psychology
University of Wisconsin-Milwaukee
Bachelor's Degree, Comparative Literature
Cardinal Stritch University
Secondary Education and Teaching
Indiana University Bloomington
Folklore Studies
Johann Wolfgang Goethe-Universität Frankfurt am Main
American Studies, Graduate Student Exchange Program
Boya Wang's Vanguard Experience December 2014 - January 2015
Job Tax Associate at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC January 2015 - Present
Vanguard December 2014 - January 2015
U-combination Technology(USA)Inc March 2014 - September 2014
Skills
Accounting, Financial Analysis, PowerPoint, Financial Accounting, SAP, Data Analysis, QuickBooks, Corporate Tax, Income Tax, Managerial Finance, Peachtree, Outlook, Investments
Education
Drexel University 2012 — 2013
Master's degree, Accounting, 3.75
California State University-Chico 2011 — 2012
Exchange student, Accounting
Huazhong University of Science and Technology 2008 — 2012
Bachelor's degree, Taxation, Major GPA: 3.75/4.00
CBIZ MHM, LLC January 2015 - Present
Vanguard December 2014 - January 2015
U-combination Technology(USA)Inc March 2014 - September 2014
Skills
Accounting, Financial Analysis, PowerPoint, Financial Accounting, SAP, Data Analysis, QuickBooks, Corporate Tax, Income Tax, Managerial Finance, Peachtree, Outlook, Investments
Education
Drexel University 2012 — 2013
Master's degree, Accounting, 3.75
California State University-Chico 2011 — 2012
Exchange student, Accounting
Huazhong University of Science and Technology 2008 — 2012
Bachelor's degree, Taxation, Major GPA: 3.75/4.00
Rosalind Realer's Vanguard Experience January 2009 - Present
Job at Vanguard
Industry Financial Services
Experience
Vanguard January 2009 - Present
The Vanguard Group August 2000 - January 2009
United Way of Southeastern Pennsylvania 2004 - 2004
Delaware Investments August 1997 - June 2000
Skills
Instructional Design, Staff Development, PowerPoint, Curriculum Design, Mentoring, Project Management, Agile Methodologies, Financial Accounting, Leadership Development, Organizational..., Change Management, E-Learning, Strategic Planning, Process Improvement, Employee Training, Leadership, Training Delivery, Analysis
Education
Cabrini College 2006 — 2008
Master of Science (MS), Organizational Leadership
Morgan State University 1990 — 1994
BS, Accounting
Vanguard January 2009 - Present
The Vanguard Group August 2000 - January 2009
United Way of Southeastern Pennsylvania 2004 - 2004
Delaware Investments August 1997 - June 2000
Skills
Instructional Design, Staff Development, PowerPoint, Curriculum Design, Mentoring, Project Management, Agile Methodologies, Financial Accounting, Leadership Development, Organizational..., Change Management, E-Learning, Strategic Planning, Process Improvement, Employee Training, Leadership, Training Delivery, Analysis
Education
Cabrini College 2006 — 2008
Master of Science (MS), Organizational Leadership
Morgan State University 1990 — 1994
BS, Accounting
Joel Lutz's Vanguard Experience April 2012 - Present
Job Business Lawyer | Head of Enterprise Data Governance and Privacy at Vanguard
Industry Financial Services
Experience
Vanguard April 2012 - Present
Vanguard February 2008 - March 2012
Stutes, Fontenot, Lavergne & Lutz, LLC February 2005 - January 2008
Scofield, Gerard, Veron. Singletary & Pohorelsky August 2003 - January 2005
Skills
Corporate Governance, Legal Contract Review, General Corporate..., Finance Law, Corporate Restructuring, Business Strategy, Contract Negotiation, Corporate Tax Planning, Data Privacy Laws, Enterprise Data..., Data Governance, Technology Contracts, Federal & State..., Financial Services
Education
Tulane University Law School
Doctor of Law (J.D.), Civil and Common Law, Top 10%, magna cum laude
Louisiana State University
Master's degree, Finance, General
Centenary College of Louisiana
Bachelor's degree, Economics and Business Management
Vanguard April 2012 - Present
Vanguard February 2008 - March 2012
Stutes, Fontenot, Lavergne & Lutz, LLC February 2005 - January 2008
Scofield, Gerard, Veron. Singletary & Pohorelsky August 2003 - January 2005
Skills
Corporate Governance, Legal Contract Review, General Corporate..., Finance Law, Corporate Restructuring, Business Strategy, Contract Negotiation, Corporate Tax Planning, Data Privacy Laws, Enterprise Data..., Data Governance, Technology Contracts, Federal & State..., Financial Services
Education
Tulane University Law School
Doctor of Law (J.D.), Civil and Common Law, Top 10%, magna cum laude
Louisiana State University
Master's degree, Finance, General
Centenary College of Louisiana
Bachelor's degree, Economics and Business Management
Patricia Julliard Patricia Julliard's Vanguard Experience October 2000 - November 2012
Job Business Owner at Visions By Julliard
Industry Motion Pictures and Film
Experience
Visions By Julliard March 2012 - Present
Vanguard October 2000 - November 2012
Kaiser Permanente January 1990 - October 2000
Skills
Project Management, Business Analysis, Agile Project Management, Management, Software Project..., Program Management, Process Improvement, Agile Methodologies, Leadership, SDLC, Change Management, Financial Services
Education
Mt. San Antonio College 1995 — 1997
Child Development
Camden County College 1982 — 1986
Associate of Arts and Sciences (AAS), Computer Science
Visions By Julliard March 2012 - Present
Vanguard October 2000 - November 2012
Kaiser Permanente January 1990 - October 2000
Skills
Project Management, Business Analysis, Agile Project Management, Management, Software Project..., Program Management, Process Improvement, Agile Methodologies, Leadership, SDLC, Change Management, Financial Services
Education
Mt. San Antonio College 1995 — 1997
Child Development
Camden County College 1982 — 1986
Associate of Arts and Sciences (AAS), Computer Science
Guido Bernardo Perez's Vanguard Experience May 2014 - August 2014
Job Wharton School MBA Student
Industry Financial Services
Experience
Vanguard May 2014 - August 2014
Fannie Mae May 2012 - July 2013
Capital One August 2007 - August 2012
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA)
Carnegie Mellon University 2003 — 2007
Vanguard May 2014 - August 2014
Fannie Mae May 2012 - July 2013
Capital One August 2007 - August 2012
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA)
Carnegie Mellon University 2003 — 2007
Carl Mariner, CFP® ChFC Carl Mariner, CFP® ChFC's Vanguard Experience November 2011 - Present
Job Vanguard
Industry Financial Services
Experience
Vanguard November 2011 - Present
Thrivent Financial October 2008 - November 2011
Skills
Wealth Management, Relationship Management, Investment Strategies, Retirement Planning, Mutual Funds, Investments, Series 7, Retirement, Financial Planning, Financial Advisory, Series 63, IRAs, Strategic Financial..., Bloomberg Terminal, Portfolio Management, Financial Analysis, Ultra High Net Worth..., Sales, Investment Management, Securities, Fixed Income, ETFs, Alternative Investments
Education
Central Michigan University
Entrepreneurship
Grand Canyon University
Bachelor's Degree, Finance and Economics, 4.0 GPA
Vanguard November 2011 - Present
Thrivent Financial October 2008 - November 2011
Skills
Wealth Management, Relationship Management, Investment Strategies, Retirement Planning, Mutual Funds, Investments, Series 7, Retirement, Financial Planning, Financial Advisory, Series 63, IRAs, Strategic Financial..., Bloomberg Terminal, Portfolio Management, Financial Analysis, Ultra High Net Worth..., Sales, Investment Management, Securities, Fixed Income, ETFs, Alternative Investments
Education
Central Michigan University
Entrepreneurship
Grand Canyon University
Bachelor's Degree, Finance and Economics, 4.0 GPA
Grace Lancaster Grace Lancaster's Vanguard Experience November 2013 - Present
Job Brokerage Associate at Vanguard
Industry Financial Services
Experience
Vanguard November 2013 - Present
Shen Delta January 2013 - July 2013
Guangzhou Worlda Cultural & Educational Consulting Services CO.LTD September 2012 - December 2012
UBS Financial Services June 2011 - August 2011
Cal Poly State University September 2009 - September 2010
Café Madrid August 2007 - September 2008
Skills
Finance, Series 7, Series 63, Mutual Funds, Microsoft Excel, Social Networking, PowerPoint, Microsoft Office, Teamwork, Beekeeping, Visual Basic, Matlab, Public Speaking, Leadership, Social Media
Education
California Polytechnic State University-San Luis Obispo 2008 — 2012
Bachelor of Science, Finance Concentration with Economics & Asian Studies Minors
Chiang Mai University 2011 — 2011
International Business
Omeida Language College - Yangshuo, China 2013 — 2013
Graduated Level 3 of 6, Mandarin Chinese
Vanguard November 2013 - Present
Shen Delta January 2013 - July 2013
Guangzhou Worlda Cultural & Educational Consulting Services CO.LTD September 2012 - December 2012
UBS Financial Services June 2011 - August 2011
Cal Poly State University September 2009 - September 2010
Café Madrid August 2007 - September 2008
Skills
Finance, Series 7, Series 63, Mutual Funds, Microsoft Excel, Social Networking, PowerPoint, Microsoft Office, Teamwork, Beekeeping, Visual Basic, Matlab, Public Speaking, Leadership, Social Media
Education
California Polytechnic State University-San Luis Obispo 2008 — 2012
Bachelor of Science, Finance Concentration with Economics & Asian Studies Minors
Chiang Mai University 2011 — 2011
International Business
Omeida Language College - Yangshuo, China 2013 — 2013
Graduated Level 3 of 6, Mandarin Chinese
Denise L Williams, MHS's Vanguard Experience 2009 - 2012
Job Student Success and Career Development Counselor at University of Valley Forge
Industry Higher Education
Experience
University of Valley Forge March 2014 - Present
Delaware County Community College September 2012 - Present
Creative Health Services March 2012 - November 2012
Vanguard 2009 - 2012
Vanguard 2000 - 2009
Vanguard 1998 - 2000
Skills
Research, Strategic Planning, Community Outreach, English, Team Leadership, Coaching, Leadership, Team Building, Leadership Development, Program Management, Management, Teamwork, Event Management
Education
Capella University 2015 — 2016
Doctor of Education (Ed.D.), Higher Educations Leadership and Management
Lincoln University 2008 — 2010
Master's degree, Human Services with concentrations in Counseling and Human Resources
University of Valley Forge March 2014 - Present
Delaware County Community College September 2012 - Present
Creative Health Services March 2012 - November 2012
Vanguard 2009 - 2012
Vanguard 2000 - 2009
Vanguard 1998 - 2000
Skills
Research, Strategic Planning, Community Outreach, English, Team Leadership, Coaching, Leadership, Team Building, Leadership Development, Program Management, Management, Teamwork, Event Management
Education
Capella University 2015 — 2016
Doctor of Education (Ed.D.), Higher Educations Leadership and Management
Lincoln University 2008 — 2010
Master's degree, Human Services with concentrations in Counseling and Human Resources
Rusty Rahmer's Vanguard Experience April 2012 - Present
Job Leading Enterprise Web Analytics and Digital Intelligence at Vanguard
Industry Financial Services
Experience
Vanguard April 2012 - Present
Vanguard July 2010 - April 2012
Vanguard February 2009 - July 2010
The Vanguard Group 2006 - February 2009
The Vanguard Group February 2006 - May 2007
The Vanguard Group February 2005 - February 2006
The Vanguard Group May 2002 - December 2005
The Vanguard Group January 2000 - May 2002
Vanguard January 1998 - January 2000
Skills
User Experience, Leadership, Web Analytics, Web Project Management, Investments, Digital Strategy, Digital Marketing, Project Management, Enterprise Software, User-centered Design, Analytics, Change Management, Strategy, Customer Experience, Information Architecture, Business Analysis, Process Improvement
Education
Cabrini College
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
Cabrini College
Bachelor of Arts (BA), History
Vanguard April 2012 - Present
Vanguard July 2010 - April 2012
Vanguard February 2009 - July 2010
The Vanguard Group 2006 - February 2009
The Vanguard Group February 2006 - May 2007
The Vanguard Group February 2005 - February 2006
The Vanguard Group May 2002 - December 2005
The Vanguard Group January 2000 - May 2002
Vanguard January 1998 - January 2000
Skills
User Experience, Leadership, Web Analytics, Web Project Management, Investments, Digital Strategy, Digital Marketing, Project Management, Enterprise Software, User-centered Design, Analytics, Change Management, Strategy, Customer Experience, Information Architecture, Business Analysis, Process Improvement
Education
Cabrini College
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
Cabrini College
Bachelor of Arts (BA), History
Raffy Hamamgian Raffy Hamamgian's Vanguard Experience March 2013 - Present
Job Sr. Systems Engineer at Vanguard
Industry Financial Services
Experience
Vanguard March 2013 - Present
Vanguard March 2011 - March 2013
Vanguard August 2005 - March 2011
Aerotek Energy Services September 2004 - July 2005
Randstad May 2002 - September 2004
Skills
Lotus Notes, Troubleshooting, XP, Customer Service, Technical Support, Leadership, Microsoft Office, Team Leadership, Windows XP, Management, SharePoint, Software Installation, Active Directory, Project Coordination, Technical Documentation, Program Management, Training, Windows Server, Process Improvement, Problem Solving, VMware, SCCM, Technical Leadership, Windows XP Professional, Windows Server 2003, Windows Server 2008, Change Management, IT Management, Time Management, System Administration, Security, Network Segmentation, Kanban, Powershell, Automation, MIcrosoft Orchestrator
Education
Campbell University 1997 — 2001
BBA, Computer Science
Charlotte Country Day School 1993 — 1997
Vanguard March 2013 - Present
Vanguard March 2011 - March 2013
Vanguard August 2005 - March 2011
Aerotek Energy Services September 2004 - July 2005
Randstad May 2002 - September 2004
Skills
Lotus Notes, Troubleshooting, XP, Customer Service, Technical Support, Leadership, Microsoft Office, Team Leadership, Windows XP, Management, SharePoint, Software Installation, Active Directory, Project Coordination, Technical Documentation, Program Management, Training, Windows Server, Process Improvement, Problem Solving, VMware, SCCM, Technical Leadership, Windows XP Professional, Windows Server 2003, Windows Server 2008, Change Management, IT Management, Time Management, System Administration, Security, Network Segmentation, Kanban, Powershell, Automation, MIcrosoft Orchestrator
Education
Campbell University 1997 — 2001
BBA, Computer Science
Charlotte Country Day School 1993 — 1997
Jon DeSmidt Jon DeSmidt's Vanguard Experience 1995 - 1998
Job Assistant Vice President Investment Advisory Compliance at SII Investments Inc / Investment Centers of America
Industry Financial Services
Experience
SII Investments Inc. / Investment Centers of America July 2008 - Present
SII Investments Inc. / Investment Centers of America 2005 - 2008
SII Investments Inc. / Investment Centers of America 2003 - 2005
SII Investments Inc. / Investment Centers of America 2002 - 2003
Thrivent Financial for Lutherans 1999 - 2002
Strong Capital Management 1998 - 1999
Vanguard 1995 - 1998
Skills
Portfolio Management, Equities, Investments, Series 63, Finance, Series 7, Uniform Combined State..., FINRA, Series 24, Securities, Investment Advisory, Retirement Planning, Wealth Management
Education
Carroll University 1989 — 1994
SII Investments Inc. / Investment Centers of America July 2008 - Present
SII Investments Inc. / Investment Centers of America 2005 - 2008
SII Investments Inc. / Investment Centers of America 2003 - 2005
SII Investments Inc. / Investment Centers of America 2002 - 2003
Thrivent Financial for Lutherans 1999 - 2002
Strong Capital Management 1998 - 1999
Vanguard 1995 - 1998
Skills
Portfolio Management, Equities, Investments, Series 63, Finance, Series 7, Uniform Combined State..., FINRA, Series 24, Securities, Investment Advisory, Retirement Planning, Wealth Management
Education
Carroll University 1989 — 1994
James Garrison James Garrison's Vanguard Experience October 2012 - Present
Job Project Manager at Vanguard
Industry Architecture & Planning
Experience
Vanguard October 2012 - Present
James B. Garrison March 2012 - October 2012
Frens and Frens LLC September 2009 - February 2012
James B. Garrison, AIA May 2009 - October 2009
RMJM Hillier 1997 - April 2009
RMJM 1997 - 2009
Independent Practice 1983 - 2009
VITETTA 1993 - 1997
Skills
Adaptive Reuse, Architecture, AutoCAD, Architectural Design, Mixed-use, AIA, Photoshop, Detailing, Commercial Projects, Additions, Construction Drawings, Feasibility Studies, Museums, CAD, Design Development, Drawing, Space Planning, Historic Preservation, Space-planning, Design Research, Steel Detailing, Comprehensive Planning, Submittals, Renovation, Residential Design, Space planning, Interior Design, Sustainable Architecture, Urban Design, Construction, SketchUp, Green Building, Architectural Drawings, AutoCAD Architecture
Education
Carnegie Mellon University 1975 — 1980
B. Arch. Honors, Architecture
Episcopal Academy
Vanguard October 2012 - Present
James B. Garrison March 2012 - October 2012
Frens and Frens LLC September 2009 - February 2012
James B. Garrison, AIA May 2009 - October 2009
RMJM Hillier 1997 - April 2009
RMJM 1997 - 2009
Independent Practice 1983 - 2009
VITETTA 1993 - 1997
Skills
Adaptive Reuse, Architecture, AutoCAD, Architectural Design, Mixed-use, AIA, Photoshop, Detailing, Commercial Projects, Additions, Construction Drawings, Feasibility Studies, Museums, CAD, Design Development, Drawing, Space Planning, Historic Preservation, Space-planning, Design Research, Steel Detailing, Comprehensive Planning, Submittals, Renovation, Residential Design, Space planning, Interior Design, Sustainable Architecture, Urban Design, Construction, SketchUp, Green Building, Architectural Drawings, AutoCAD Architecture
Education
Carnegie Mellon University 1975 — 1980
B. Arch. Honors, Architecture
Episcopal Academy
Alexis Jenkins's Vanguard Experience May 2014 - Present
Job Vanguard VADP 2014
Industry Financial Services
Experience
Vanguard May 2014 - Present
Office Of Undergraduate Admission February 2011 - Present
Vanguard May 2013 - August 2013
Skills
Competitive Analysis, Retail
Education
Carnegie Mellon University 2010 — 2014
Vanguard May 2014 - Present
Office Of Undergraduate Admission February 2011 - Present
Vanguard May 2013 - August 2013
Skills
Competitive Analysis, Retail
Education
Carnegie Mellon University 2010 — 2014
Steve Piskadlo's Vanguard Experience May 2006 - February 2008
Job Vice President, Client Management and Private Banking at BNY Mellon
Industry Financial Services
Experience
BNY Mellon March 2013 - Present
BNY Mellon April 2012 - February 2013
Lockwood Advisors, Inc. February 2008 - August 2011
Vanguard May 2006 - February 2008
Vanguard June 2005 - May 2006
Skills
Series 7, Investments, Strategic Planning, Project Management, Risk Management, Leadership, Market Research, CRM, Portfolio Management, Financial Modeling, Asset Managment, Fixed Income, Equities, Alternative Investments, Financial Analysis, Wealth Management, Change Management, Due Diligence, Asset Management, Mutual Funds, Series 24, Series 6, Series 63, Product Development, Research, Product Management, Financial Markets, Investment Strategies, Managed Investments, Technology and Platform..., Enterprise Sales, Enterprise Marketing, Communication and..., Client Facing Skills, Private Banking, Business Strategy, Business Planning, Business Development, Manage Client..., International Sales, Investment Management, Asset Allocation, Trading, Securities
Education
Cass Business School 2011 — 2012
MBA, Business / Finance
Villanova University 2001 — 2005
BS, Management and Marketing
BNY Mellon March 2013 - Present
BNY Mellon April 2012 - February 2013
Lockwood Advisors, Inc. February 2008 - August 2011
Vanguard May 2006 - February 2008
Vanguard June 2005 - May 2006
Skills
Series 7, Investments, Strategic Planning, Project Management, Risk Management, Leadership, Market Research, CRM, Portfolio Management, Financial Modeling, Asset Managment, Fixed Income, Equities, Alternative Investments, Financial Analysis, Wealth Management, Change Management, Due Diligence, Asset Management, Mutual Funds, Series 24, Series 6, Series 63, Product Development, Research, Product Management, Financial Markets, Investment Strategies, Managed Investments, Technology and Platform..., Enterprise Sales, Enterprise Marketing, Communication and..., Client Facing Skills, Private Banking, Business Strategy, Business Planning, Business Development, Manage Client..., International Sales, Investment Management, Asset Allocation, Trading, Securities
Education
Cass Business School 2011 — 2012
MBA, Business / Finance
Villanova University 2001 — 2005
BS, Management and Marketing
Tiasha Green's Vanguard Experience June 2013 - Present
Job Retirement Specialist
Industry Financial Services
Experience
Vanguard June 2013 - Present
Walgreens October 2012 - May 2013
Central Parking April 2009 - April 2013
IDEA Performing Arts Center January 2011 - May 2011
Camden County Surrogate’s Court January 2010 - May 2010
TD Bank February 2008 - April 2009
Skills
Series 7, Series 63, Data Entry, Customer Service, Teamwork, Accounting, Financial Accounting, Team Leadership, Banking, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, QuickBooks, Outlook, Time Management, Auditing, Access, Financial Statements, Accounts Payable, Inventory Management, Cash Management, Sales, Public Speaking, General Ledger, Social Media, Management, Analysis, Finance
Education
Rutgers University – Camden 2010 — 2013
Bachelor of Science (BS), Accounting and Marketing
Camden County College 2008 — 2010
Associate of Arts and Sciences (AAS), Business Administration
Deptford Township High School 2004 — 2007
High School Diploma
Vanguard June 2013 - Present
Walgreens October 2012 - May 2013
Central Parking April 2009 - April 2013
IDEA Performing Arts Center January 2011 - May 2011
Camden County Surrogate’s Court January 2010 - May 2010
TD Bank February 2008 - April 2009
Skills
Series 7, Series 63, Data Entry, Customer Service, Teamwork, Accounting, Financial Accounting, Team Leadership, Banking, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, QuickBooks, Outlook, Time Management, Auditing, Access, Financial Statements, Accounts Payable, Inventory Management, Cash Management, Sales, Public Speaking, General Ledger, Social Media, Management, Analysis, Finance
Education
Rutgers University – Camden 2010 — 2013
Bachelor of Science (BS), Accounting and Marketing
Camden County College 2008 — 2010
Associate of Arts and Sciences (AAS), Business Administration
Deptford Township High School 2004 — 2007
High School Diploma
Shianne Taylor Shianne Taylor's Vanguard Experience September 2013 - Present
Job Aspiring Actuary in Arizona
Industry Financial Services
Experience
Vanguard September 2013 - Present
California Lutheran University January 2012 - May 2013
Taylor Made Construction August 2007 - September 2012
Skills
Actuarial Science, Microsoft Excel, Mathematics, Probability, Project Management, Organization, SPSS, PowerPoint, Microsoft Word, QuickBooks, Statistical Data..., Data Entry, Data Research
Education
California Lutheran University 2009 — 2013
Bachelor of Science (B.S.), Business/Managerial Economics
Vanguard September 2013 - Present
California Lutheran University January 2012 - May 2013
Taylor Made Construction August 2007 - September 2012
Skills
Actuarial Science, Microsoft Excel, Mathematics, Probability, Project Management, Organization, SPSS, PowerPoint, Microsoft Word, QuickBooks, Statistical Data..., Data Entry, Data Research
Education
California Lutheran University 2009 — 2013
Bachelor of Science (B.S.), Business/Managerial Economics
Michele Feranda Michele Feranda's Vanguard Experience December 1997 - Present
Job Supervisor at Vanguard
Industry Financial Services
Experience
Vanguard December 1997 - Present
Verizon April 1990 - May 1997
Skills
Focused individual with..., Client relationship..., Solid experience..., Excellent communication..., Knowledge of various..., Series 6, Management, Coaching, Customer Service, Series 63
Education
Centenary College
Bachelor of Science (BS), Communication and Media Studies
Vanguard December 1997 - Present
Verizon April 1990 - May 1997
Skills
Focused individual with..., Client relationship..., Solid experience..., Excellent communication..., Knowledge of various..., Series 6, Management, Coaching, Customer Service, Series 63
Education
Centenary College
Bachelor of Science (BS), Communication and Media Studies
Kim Stillwell Kim Stillwell's Vanguard Experience 2000 - 2005
Job User Experience Architect at The ATS Group
Industry Internet
Experience
Advanced Technology Group 2014 - Present
The Tyche Company, Inc. 2010 - 2014
Vanguard 2000 - 2005
Siemens Medical Solutions (formerly Shared Medical Systems) 1998 - 2000
Primavera Systems (currently Oracle Primavera) 1993 - 1998
Education
Carnegie Mellon University
Master of Arts, Professional Writing
University of California, Santa Barbara
Bachelor of Arts, English and Psychology
Advanced Technology Group 2014 - Present
The Tyche Company, Inc. 2010 - 2014
Vanguard 2000 - 2005
Siemens Medical Solutions (formerly Shared Medical Systems) 1998 - 2000
Primavera Systems (currently Oracle Primavera) 1993 - 1998
Education
Carnegie Mellon University
Master of Arts, Professional Writing
University of California, Santa Barbara
Bachelor of Arts, English and Psychology
Mark Breiling Mark Breiling's Vanguard Experience July 2011 - Present
Job High Net Worth Client Service Specialist at Vanguard
Industry Financial Services
Experience
Vanguard July 2011 - Present
Vanguard October 2009 - July 2011
Bank of America December 2003 - November 2008
Skills
Investments, Banking, Finance, Mutual Funds, Personal Finance, Series 7, Financial Analysis, Mortgage Lending, Asset Allocation, Insurance, Series 6, Series 63, CRM
Education
California Lutheran University 2012 — 2015
Master of Business Administration (MBA), Financial Planning
Northern Arizona University 2007 — 2008
BSBA, Finance
Vanguard July 2011 - Present
Vanguard October 2009 - July 2011
Bank of America December 2003 - November 2008
Skills
Investments, Banking, Finance, Mutual Funds, Personal Finance, Series 7, Financial Analysis, Mortgage Lending, Asset Allocation, Insurance, Series 6, Series 63, CRM
Education
California Lutheran University 2012 — 2015
Master of Business Administration (MBA), Financial Planning
Northern Arizona University 2007 — 2008
BSBA, Finance
Christyn Rossman Christyn Rossman's Vanguard Experience May 2013 - Present
Job Associate Counsel at Vanguard
Industry Law Practice
Experience
Vanguard May 2013 - Present
K&L Gates January 2010 - May 2013
Transparency International USA September 2009 - December 2009
Source Interlink 2002 - 2005
Education
Weatherhead School of Management at Case Western Reserve University 2007 — 2009
MBA, Finance & Banking
Case Western Reserve University School of Law 2006 — 2009
Penn State University 1998 — 2002
B.S., Marketing
Vanguard May 2013 - Present
K&L Gates January 2010 - May 2013
Transparency International USA September 2009 - December 2009
Source Interlink 2002 - 2005
Education
Weatherhead School of Management at Case Western Reserve University 2007 — 2009
MBA, Finance & Banking
Case Western Reserve University School of Law 2006 — 2009
Penn State University 1998 — 2002
B.S., Marketing
Traci Edinger's Vanguard Experience July 1993 - January 1996
Job Financial Analyst at The Judge Group
Industry Staffing and Recruiting
Experience
The Judge Group Contract AdministratorSunGardJanuary 1996 - March 2000
Vanguard July 1993 - January 1996
Education
Cabrini College
DeSales University
The Judge Group Contract AdministratorSunGardJanuary 1996 - March 2000
Vanguard July 1993 - January 1996
Education
Cabrini College
DeSales University
David E Wenger III, Esq. David E Wenger III, Esq.'s Vanguard Experience October 2005 - March 2009
Job Assistant District Attorney at Mercer County District Attorney Office
Industry Law Practice
Experience
Mercer County District Attorney Office September 2013 - Present
Eckert Seamans July 2013 - September 2013
Henderson Covington Messenger Newman & Thomas Co., L.P.A. June 2012 - December 2012
Vanguard/Randstad In-House Services October 2005 - May 2012
Widener University School of Law 2007 - 2011
Fayette County Court of Common Pleas June 2010 - August 2010
Vanguard October 2005 - March 2009
Gary Gearing for State Representative February 2003 - October 2005
Gary Gearing for State Representative January 2003 - October 2005
Skills
Westlaw, Management, Legal Research, Legal Writing, Retirement Planning, Commercial Litigation, Family Law, Fundraising, Research, Criminal Law, Courts, Mediation, Appeals, Estate Planning, Trials, Hearings, Legal Issues, Insurance, Civil Litigation, Litigation, Corporate Law, Finance, Public Speaking, Motions, LexisNexis, Microsoft Office, Leadership, Trial Practice, Microsoft Excel, Legal Assistance, Bankruptcy, Lexis, Public Policy
Education
Widener University School of Law 2007 — 2011
Juris Doctor, Law (Health, Malpractice, Litigation)
Widener University School of Law 2007 — 2011
Certificate, Health Law
California University of Pennsylvania 1998 — 2002
B.A., Political Science
California University of Pennsylvania
B. A, Political Science and Government
Mercer County District Attorney Office September 2013 - Present
Eckert Seamans July 2013 - September 2013
Henderson Covington Messenger Newman & Thomas Co., L.P.A. June 2012 - December 2012
Vanguard/Randstad In-House Services October 2005 - May 2012
Widener University School of Law 2007 - 2011
Fayette County Court of Common Pleas June 2010 - August 2010
Vanguard October 2005 - March 2009
Gary Gearing for State Representative February 2003 - October 2005
Gary Gearing for State Representative January 2003 - October 2005
Skills
Westlaw, Management, Legal Research, Legal Writing, Retirement Planning, Commercial Litigation, Family Law, Fundraising, Research, Criminal Law, Courts, Mediation, Appeals, Estate Planning, Trials, Hearings, Legal Issues, Insurance, Civil Litigation, Litigation, Corporate Law, Finance, Public Speaking, Motions, LexisNexis, Microsoft Office, Leadership, Trial Practice, Microsoft Excel, Legal Assistance, Bankruptcy, Lexis, Public Policy
Education
Widener University School of Law 2007 — 2011
Juris Doctor, Law (Health, Malpractice, Litigation)
Widener University School of Law 2007 — 2011
Certificate, Health Law
California University of Pennsylvania 1998 — 2002
B.A., Political Science
California University of Pennsylvania
B. A, Political Science and Government
Ryan Collin, CFP®, CLU®, ChFC® Ryan Collin, CFP®, CLU®, ChFC®'s Vanguard Experience November 2004 - September 2005
Job AVP, Business Development at PartnersFinancial, NFP
Industry Financial Services
Experience
PartnersFinancial, NFP September 2015 - Present
LPL Financial May 2010 - August 2015
AXA Advisors November 2005 - April 2010
Vanguard November 2004 - September 2005
Skills
Series 7, Certified Financial..., CLU, ChFC, Series 6, Series 63, Series 65, Life Insurance, Disability Insurance, Long Term Care Insurance, Retirement Planning, Financial Advisory, Finance, Insurance, Long-term Care
Education
The American College 2011 — 2012
CLU®, CFP® & ChFC® Designation
Central Connecticut State University 2000 — 2004
Bachelor of Science (B.S.), Finance, Statistics
PartnersFinancial, NFP September 2015 - Present
LPL Financial May 2010 - August 2015
AXA Advisors November 2005 - April 2010
Vanguard November 2004 - September 2005
Skills
Series 7, Certified Financial..., CLU, ChFC, Series 6, Series 63, Series 65, Life Insurance, Disability Insurance, Long Term Care Insurance, Retirement Planning, Financial Advisory, Finance, Insurance, Long-term Care
Education
The American College 2011 — 2012
CLU®, CFP® & ChFC® Designation
Central Connecticut State University 2000 — 2004
Bachelor of Science (B.S.), Finance, Statistics
Geoffrey Yuritch Geoffrey Yuritch's Vanguard Experience May 2013 - Present
Job Client Relationship Specialist
Industry Financial Services
Experience
Vanguard May 2013 - Present
JSW Wine and Spirits at Wegmans October 2011 - May 2013
CyberTrans.com, LLC February 2003 - September 2009
V.L. Yuritch Builders, LLC. June 2002 - February 2003
Skills
Management, Leadership
Education
Rutgers, The State University of New Jersey-Camden 2011 — 2013
Finance
Camden County College 2009 — 2011
Business Administration
Vanguard May 2013 - Present
JSW Wine and Spirits at Wegmans October 2011 - May 2013
CyberTrans.com, LLC February 2003 - September 2009
V.L. Yuritch Builders, LLC. June 2002 - February 2003
Skills
Management, Leadership
Education
Rutgers, The State University of New Jersey-Camden 2011 — 2013
Finance
Camden County College 2009 — 2011
Business Administration
Sung Woo Daniel Rhim Sung Woo Daniel Rhim's Vanguard Experience July 2010 - December 2011
Job Engineer at Jet.com
Industry Information Technology and Services
Experience
Jet.com March 2015 - Present
MKP Capital Management, L.L.C. November 2013 - January 2015
Something Digital January 2012 - November 2013
Vanguard July 2010 - December 2011
Carnegie Mellon University August 2009 - December 2009
Bank of America June 2009 - August 2009
CUPS Lab - CyLab Usable Privacy and Security Lab June 2008 - August 2008
Carnegie Mellon University October 2007 - January 2008
Skills
SharePoint, C#, Perl, Agile Methodologies, JavaScript, jQuery, HTML, CSS, AJAX, Web Applications
Education
Carnegie Mellon University 2006 — 2010
B.S., Information Systems and Human Computer Interaction
Jet.com March 2015 - Present
MKP Capital Management, L.L.C. November 2013 - January 2015
Something Digital January 2012 - November 2013
Vanguard July 2010 - December 2011
Carnegie Mellon University August 2009 - December 2009
Bank of America June 2009 - August 2009
CUPS Lab - CyLab Usable Privacy and Security Lab June 2008 - August 2008
Carnegie Mellon University October 2007 - January 2008
Skills
SharePoint, C#, Perl, Agile Methodologies, JavaScript, jQuery, HTML, CSS, AJAX, Web Applications
Education
Carnegie Mellon University 2006 — 2010
B.S., Information Systems and Human Computer Interaction
Larry Ballard Larry Ballard's Vanguard Experience May 2011 - December 2013
Job Wealth Management Client Relationship Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2014 - Present
Vanguard May 2011 - December 2013
Harrison Hayes, LLC December 2009 - May 2011
A 4 Capital Management December 2002 - December 2009
Skills
Lifesciences, Business Development, Strategic Planning, Research Proposals, Market Analysis, Transactional Analysis, Consulting, CRM, Competitive Analysis, Finance, Financial Analysis, Financial Modeling, Leadership, Management, Marketing, Sales, Team Building, Marketing Strategy
Education
Carson-Newman College 1997 — 2001
B.S., Financial Economics
Carson-Newman College 1997 — 2001
Bachelor of Science (B.S.), Financial Economics
TIAA-CREF January 2014 - Present
Vanguard May 2011 - December 2013
Harrison Hayes, LLC December 2009 - May 2011
A 4 Capital Management December 2002 - December 2009
Skills
Lifesciences, Business Development, Strategic Planning, Research Proposals, Market Analysis, Transactional Analysis, Consulting, CRM, Competitive Analysis, Finance, Financial Analysis, Financial Modeling, Leadership, Management, Marketing, Sales, Team Building, Marketing Strategy
Education
Carson-Newman College 1997 — 2001
B.S., Financial Economics
Carson-Newman College 1997 — 2001
Bachelor of Science (B.S.), Financial Economics
Joshua Bean Joshua Bean's Vanguard Experience September 2012 - Present
Job Brokerage Processing Associate at Vanguard
Industry Financial Services
Experience
Vanguard September 2012 - Present
St. Andrews June 2008 - December 2012
Finish Line April 2006 - May 2008
Skills
Leadership, Strategic Planning, Time Management, Project Management, Team Leadership, Brokerage, Process Improvement
Education
Cairn University 2008 — 2011
Master's degree, Divinity, 3.95
Cairn University 2005 — 2008
Bachelor's degree, Theology/Theological Studies, 3.7
Vanguard September 2012 - Present
St. Andrews June 2008 - December 2012
Finish Line April 2006 - May 2008
Skills
Leadership, Strategic Planning, Time Management, Project Management, Team Leadership, Brokerage, Process Improvement
Education
Cairn University 2008 — 2011
Master's degree, Divinity, 3.95
Cairn University 2005 — 2008
Bachelor's degree, Theology/Theological Studies, 3.7
Frank Pyles, CFP®, CIMA® Frank Pyles, CFP®, CIMA®'s Vanguard Experience February 2013 - Present
Job Sales Executive at Vanguard
Industry Financial Services
Experience
Vanguard February 2013 - Present
Vanguard October 2010 - January 2013
Vanguard March 2008 - October 2010
Vanguard June 2006 - March 2008
Vanguard September 2004 - June 2006
Edward Jones April 2002 - September 2004
Harris Bank June 2000 - April 2002
Skills
Series 7, Finance, Series 63, ETFs, Mutual Funds, Pensions, Sales, Investment Management, Series 6, Asset Allocation, 401k, Certified Financial..., Institutional, Sales Management, Certified Investment..., Financial Services, Investments, Retirement, Relationship Management
Education
Saint Joseph's University - Erivan K. Haub School of Business 2011 — 2013
MBA, International Business
California State University-Los Angeles 1995 — 1999
BA, Telecommunications & Film
Vanguard February 2013 - Present
Vanguard October 2010 - January 2013
Vanguard March 2008 - October 2010
Vanguard June 2006 - March 2008
Vanguard September 2004 - June 2006
Edward Jones April 2002 - September 2004
Harris Bank June 2000 - April 2002
Skills
Series 7, Finance, Series 63, ETFs, Mutual Funds, Pensions, Sales, Investment Management, Series 6, Asset Allocation, 401k, Certified Financial..., Institutional, Sales Management, Certified Investment..., Financial Services, Investments, Retirement, Relationship Management
Education
Saint Joseph's University - Erivan K. Haub School of Business 2011 — 2013
MBA, International Business
California State University-Los Angeles 1995 — 1999
BA, Telecommunications & Film
Jake Showers Jake Showers's Vanguard Experience April 2013 - July 2015
Job Margins Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab July 2015 - Present
Vanguard April 2013 - July 2015
AXA Advisors January 2012 - February 2013
Skills
Retirement Planning, Financial Planners, Wealth Management, IRAs, Retirement, Investment Advisory, Strategic Financial..., Asset Allocation, Estate Planning, Fixed Annuities, Financial Advisory, Investments, Financial Services
Education
California State University-Fresno 2008 — 2012
Bachelor of Science (B.S.), Business Administration - Finance
Charles Schwab July 2015 - Present
Vanguard April 2013 - July 2015
AXA Advisors January 2012 - February 2013
Skills
Retirement Planning, Financial Planners, Wealth Management, IRAs, Retirement, Investment Advisory, Strategic Financial..., Asset Allocation, Estate Planning, Fixed Annuities, Financial Advisory, Investments, Financial Services
Education
California State University-Fresno 2008 — 2012
Bachelor of Science (B.S.), Business Administration - Finance
Matthew Kwong's Vanguard Experience June 2014 - Present
Job Retirement Specialist at Vanguard
Industry Financial Services
Experience
Vanguard June 2014 - Present
Vanguard July 2013 - June 2014
Tastea April 2009 - July 2013
Education
California State University-Long Beach 2009 — 2013
Bachelor of Science (BS), Finance, General
Cypress High School
Vanguard June 2014 - Present
Vanguard July 2013 - June 2014
Tastea April 2009 - July 2013
Education
California State University-Long Beach 2009 — 2013
Bachelor of Science (BS), Finance, General
Cypress High School
Deborah Mitchell Deborah Mitchell's Vanguard Experience 1996 - 2004
Job Associate Director, Client Service manager at UBS
Industry Financial Services
Experience
UBS February 2006 - Present
Dell 2005 - 2006
Morgan Stanley 2005 - 2005
Vanguard 1996 - 2004
Skills
Manage Client..., Management, Employee Benefits, 401k, Sales, Sales Presentations, Benefits Administration, Training, CRM, Equity Compensation..., Corporate Benefits, Employee Stock Options, Employe Restircted..., ESPP, Database Administration, Account Management, Project Management, Event Management, Fitness Training, Strength Training, Personal Training, New Hire Training, Customer Service, Service Management, Performance Management, Personal Development, Performance Appraisal, Marketing, Product Marketing, Marketing Communications, Mergers, Acquisitions, Problem Solving, Sales Operations, Operational Support, Negotiation, New Business Development, Non-profits, B2B Marketing, B2B, E-Learning, Nutrition, Real Estate, Web Applications, Financial Services, Equities
Education
Capella University
Bachelor of Science (BS), Management & Leadership/ Marketing, 4.0
Univerity of Phoenix 2002 — 2004
Business Administration and Management, General
UBS February 2006 - Present
Dell 2005 - 2006
Morgan Stanley 2005 - 2005
Vanguard 1996 - 2004
Skills
Manage Client..., Management, Employee Benefits, 401k, Sales, Sales Presentations, Benefits Administration, Training, CRM, Equity Compensation..., Corporate Benefits, Employee Stock Options, Employe Restircted..., ESPP, Database Administration, Account Management, Project Management, Event Management, Fitness Training, Strength Training, Personal Training, New Hire Training, Customer Service, Service Management, Performance Management, Personal Development, Performance Appraisal, Marketing, Product Marketing, Marketing Communications, Mergers, Acquisitions, Problem Solving, Sales Operations, Operational Support, Negotiation, New Business Development, Non-profits, B2B Marketing, B2B, E-Learning, Nutrition, Real Estate, Web Applications, Financial Services, Equities
Education
Capella University
Bachelor of Science (BS), Management & Leadership/ Marketing, 4.0
Univerity of Phoenix 2002 — 2004
Business Administration and Management, General
Molly Carr's Vanguard Experience March 2014 - Present
Job Supervisor, Business Development Group at Vanguard
Industry Financial Services
Experience
Vanguard March 2014 - Present
Vanguard October 2013 - March 2014
Skills
Leadership Development, Career Development, Series 24, Series 7, Series 6, Finance, Financial Analysis, Mutual Funds, Investments, Process Improvement
Education
California Lutheran University 2002 — 2006
Bachelor's degree, Political Science and Government
Vanguard March 2014 - Present
Vanguard October 2013 - March 2014
Skills
Leadership Development, Career Development, Series 24, Series 7, Series 6, Finance, Financial Analysis, Mutual Funds, Investments, Process Improvement
Education
California Lutheran University 2002 — 2006
Bachelor's degree, Political Science and Government
Samantha Bokoski's Vanguard Experience July 2011 - April 2014
Job A passionate, driven, and dedicated professional who provides quality results in a fast pace environment
Industry Events Services
Experience
KPMG US April 2014 - Present
Vanguard July 2011 - April 2014
Vanguard July 2011 - November 2012
Cystic Fibrosis Foundation September 2010 - December 2010
Mainline Today Magazine June 2010 - August 2010
Campus Philly May 2009 - August 2009
Skills
Public Speaking, Photography, Journalism, Social Media, Event Planning, Blogging, Fundraising, Social Media Marketing, Microsoft Excel, Final Cut Pro, Training, Editing, Research, Video Production, Press Releases, Event Management, CRM, Editorial, Time Management
Education
Cabrini College 2007 — 2011
Bachelor of Arts, Communication/English; Public Relations/Marketing
KPMG US April 2014 - Present
Vanguard July 2011 - April 2014
Vanguard July 2011 - November 2012
Cystic Fibrosis Foundation September 2010 - December 2010
Mainline Today Magazine June 2010 - August 2010
Campus Philly May 2009 - August 2009
Skills
Public Speaking, Photography, Journalism, Social Media, Event Planning, Blogging, Fundraising, Social Media Marketing, Microsoft Excel, Final Cut Pro, Training, Editing, Research, Video Production, Press Releases, Event Management, CRM, Editorial, Time Management
Education
Cabrini College 2007 — 2011
Bachelor of Arts, Communication/English; Public Relations/Marketing
Ryan Malenke Ryan Malenke's Vanguard Experience February 2014 - Present
Job Client Relationship Specialist at Vanguard
Industry Financial Services
Experience
Vanguard February 2014 - Present
Grove City College January 2010 - December 2013
Ashwood Apartments May 2011 - August 2012
Grove City College August 2011 - May 2012
Grove City College January 2011 - May 2011
C. Raymond Davis & Sons, Inc. May 2010 - August 2010
Skills
Statistics, Microsoft Word, Higher Education, Facebook, Social Media, Microsoft Excel, Public Speaking, Microsoft Office, Research, Student Affairs, PowerPoint, Critical Thinking, Student Development, Teamwork, Customer Service, Time Management, Team Leadership
Education
Saint Joseph's University 2014 — 2017
Master of Business Administration (MBA), Finance, General
Grove City College 2010 — 2013
Bachelor's degree, Business Administration and Management, General, Honors
Cedarville University 2009 — 2009
Molecular Biology
Vanguard February 2014 - Present
Grove City College January 2010 - December 2013
Ashwood Apartments May 2011 - August 2012
Grove City College August 2011 - May 2012
Grove City College January 2011 - May 2011
C. Raymond Davis & Sons, Inc. May 2010 - August 2010
Skills
Statistics, Microsoft Word, Higher Education, Facebook, Social Media, Microsoft Excel, Public Speaking, Microsoft Office, Research, Student Affairs, PowerPoint, Critical Thinking, Student Development, Teamwork, Customer Service, Time Management, Team Leadership
Education
Saint Joseph's University 2014 — 2017
Master of Business Administration (MBA), Finance, General
Grove City College 2010 — 2013
Bachelor's degree, Business Administration and Management, General, Honors
Cedarville University 2009 — 2009
Molecular Biology
Linda Morris Abbott Linda Morris Abbott's Vanguard Experience November 2014 - Present
Job Participant Services at Vanguard
Industry Financial Services
Experience
Vanguard November 2014 - Present
Charles Schwab August 2000 - August 2001
Credit Suisse August 1999 - August 2000
Paine Webber January 1997 - August 1999
Waterhouse Securities June 1995 - October 1996
Smith Barney January 1992 - January 1995
Skills
Retirement Planning, Mutual Funds, Financial Analysis, Banking, Equities, Financial Planning, Portfolio Management, Financial Services, Credit, Wealth Management, Securities, Series 7, Retirement, Risk Management, Fixed Income, Insurance, Loans, Finance, Trading, FINRA, Management, Investments, Financial Modeling, Asset Management
Education
California State University-Long Beach
Journalism
University of Southern California
Journalism
Vanguard November 2014 - Present
Charles Schwab August 2000 - August 2001
Credit Suisse August 1999 - August 2000
Paine Webber January 1997 - August 1999
Waterhouse Securities June 1995 - October 1996
Smith Barney January 1992 - January 1995
Skills
Retirement Planning, Mutual Funds, Financial Analysis, Banking, Equities, Financial Planning, Portfolio Management, Financial Services, Credit, Wealth Management, Securities, Series 7, Retirement, Risk Management, Fixed Income, Insurance, Loans, Finance, Trading, FINRA, Management, Investments, Financial Modeling, Asset Management
Education
California State University-Long Beach
Journalism
University of Southern California
Journalism
Andrew Quan Andrew Quan's Vanguard Experience June 2014 - Present
Job Business Development at Vanguard
Industry Investment Banking
Experience
Vanguard June 2014 - Present
California Lutheran University: Study Abroad Center July 2013 - June 2014
California Lutheran University September 2010 - May 2014
California Lutheran University August 2012 - December 2012
Bicoastal Logistics May 2012 - August 2012
Marketing Maven Public Relations May 2012 - July 2012
Booster Association September 2007 - September 2010
Skills
Facebook, Social Media, Teamwork, Microsoft Word, Social Networking, Sales, Reliability, Microsoft Excel, Creative Problem Solving, Responsibility, Team Leadership, Time Management, Investments, Finance, Photography, Customer Service
Education
California Lutheran University 2010 — 2014
Bachelor of Science, Business Administration; International Business, 2014, Senior
Semester at Sea; University of Virginia 2013 — 2013
International/Global Studies, Junior
Vanguard June 2014 - Present
California Lutheran University: Study Abroad Center July 2013 - June 2014
California Lutheran University September 2010 - May 2014
California Lutheran University August 2012 - December 2012
Bicoastal Logistics May 2012 - August 2012
Marketing Maven Public Relations May 2012 - July 2012
Booster Association September 2007 - September 2010
Skills
Facebook, Social Media, Teamwork, Microsoft Word, Social Networking, Sales, Reliability, Microsoft Excel, Creative Problem Solving, Responsibility, Team Leadership, Time Management, Investments, Finance, Photography, Customer Service
Education
California Lutheran University 2010 — 2014
Bachelor of Science, Business Administration; International Business, 2014, Senior
Semester at Sea; University of Virginia 2013 — 2013
International/Global Studies, Junior
Tyler Wellener Tyler Wellener's Vanguard Experience December 2011 - June 2012
Job Student at Carnegie Mellon University
Industry Financial Services
Experience
Swift Capital May 2015 - August 2015
Zonoff May 2014 - August 2014
Zonoff June 2013 - August 2013
Vanguard December 2011 - June 2012
Skills
Business Strategy, Market Research, Leadership, Strategy, Segmentation, Competitive Analysis, Analytics, Marketing Research, Strategic Planning, Market Analysis, Strategic Partnerships, Digital Media, Data Analysis, Start-ups, Product Development, Google Analytics, SAS, Product Marketing, Web Analytics, Marketing, Brand Management, Marketing Strategy, Marketing Management, Microsoft Office, Public Speaking, SQL
Education
Carnegie Mellon University 2013 — 2017
Bachelor's degree, Economics and Statistics
Great Valley High School 2009 — 2013
High School
Swift Capital May 2015 - August 2015
Zonoff May 2014 - August 2014
Zonoff June 2013 - August 2013
Vanguard December 2011 - June 2012
Skills
Business Strategy, Market Research, Leadership, Strategy, Segmentation, Competitive Analysis, Analytics, Marketing Research, Strategic Planning, Market Analysis, Strategic Partnerships, Digital Media, Data Analysis, Start-ups, Product Development, Google Analytics, SAS, Product Marketing, Web Analytics, Marketing, Brand Management, Marketing Strategy, Marketing Management, Microsoft Office, Public Speaking, SQL
Education
Carnegie Mellon University 2013 — 2017
Bachelor's degree, Economics and Statistics
Great Valley High School 2009 — 2013
High School
Daniel Shaykevich Daniel Shaykevich's Vanguard Experience 2013 - Present
Job Sr Portfolio Manager focusing on Sovereign Debt
Industry Financial Services
Experience
Vanguard 2013 - Present
BlackRock August 2004 - April 2013
BlackRock July 2001 - July 2004
Skills
Fixed Income, Portfolio Management, Hedge Funds, Emerging Markets, Global Macro, Financial Risk, EM Local Rates, EM FX, Sovereing Debt, EM Credit, Portfolio Construction, EM Economics, Mutual Funds
Education
Carnegie Mellon University
Computer Science and Economics
Vanguard 2013 - Present
BlackRock August 2004 - April 2013
BlackRock July 2001 - July 2004
Skills
Fixed Income, Portfolio Management, Hedge Funds, Emerging Markets, Global Macro, Financial Risk, EM Local Rates, EM FX, Sovereing Debt, EM Credit, Portfolio Construction, EM Economics, Mutual Funds
Education
Carnegie Mellon University
Computer Science and Economics
Rosemary Whitaker Rosemary Whitaker's Vanguard Experience 1982 - Present
Job Principal at Vanguard
Industry Financial Services
Experience
Vanguard 1982 - Present
Junior Achievement of Philadelphia 2000 - 2012
Education
University of Pennsylvania 2012 — 2014
Master of Public Administration, Masters certificate
Saint Joseph's University - Erivan K. Haub School of Business 1990 — 1995
MBA, Business Administration and Management, General
Cabrini College 1978 — 1982
Bachelor of Science, Business and mathematics
Vanguard 1982 - Present
Junior Achievement of Philadelphia 2000 - 2012
Education
University of Pennsylvania 2012 — 2014
Master of Public Administration, Masters certificate
Saint Joseph's University - Erivan K. Haub School of Business 1990 — 1995
MBA, Business Administration and Management, General
Cabrini College 1978 — 1982
Bachelor of Science, Business and mathematics
Jordan Culp Jordan Culp's Vanguard Experience January 1999 - August 2002
Job Stable Value Analyst at DuPont Capital Management
Industry Investment Management
Experience
DuPont Capital Management August 2002 - Present
Vanguard January 1999 - August 2002
Skills
Valuation, Fixed Income, Asset Management, Stable Value, Investments, Financial Analysis, Portfolio Management, Business Strategy, Business Analysis, Financial Modeling, Bloomberg, Process Improvement
Education
Cedarville University
Bachelor of Science (BS), Mathematics
Drexel University - College of Business and Administration
Master of Business Administration (MBA)
DuPont Capital Management August 2002 - Present
Vanguard January 1999 - August 2002
Skills
Valuation, Fixed Income, Asset Management, Stable Value, Investments, Financial Analysis, Portfolio Management, Business Strategy, Business Analysis, Financial Modeling, Bloomberg, Process Improvement
Education
Cedarville University
Bachelor of Science (BS), Mathematics
Drexel University - College of Business and Administration
Master of Business Administration (MBA)
John Kinsler, PMP's Vanguard Experience May 2008 - August 2008
Job Project Leader at LMI
Industry Defense & Space
Experience
LMI October 2014 - Present
LMI January 2014 - Present
LMI January 2014 - Present
LMI January 2014 - September 2014
LMI March 2010 - 2014
M&T Bank July 2009 - January 2010
Vanguard May 2008 - August 2008
Analog Devices July 2005 - July 2007
United States Marine Corps June 2004 - July 2005
United States Marine Corps August 2002 - June 2004
Skills
Program Management, Cross-functional Team..., Military, Project Management, Analysis, Process Improvement, Change Management, Strategic Planning, DoD, Management Consulting, Government Contracting, Integration, Risk Management, Leadership, Government, Strategy, Security Clearance, Business Process..., Leadership Development, Defense, Organizational..., Operations Management, Supply Chain Management, IT Strategy, Management, Six Sigma, PMP, Logistics, Army, Business Analysis, Contract Management, Proposal Writing, Project Planning, Consulting, Business Strategy
Education
Georgetown University - The McDonough School of Business 2007 — 2009
MBA
Colorado Technical University 2005 — 2006
Bachelor of Science (BS), Project Management, Summa Cum Laude
Campbell University 2002 — 2004
Associate of Arts (A.A.)
LMI October 2014 - Present
LMI January 2014 - Present
LMI January 2014 - Present
LMI January 2014 - September 2014
LMI March 2010 - 2014
M&T Bank July 2009 - January 2010
Vanguard May 2008 - August 2008
Analog Devices July 2005 - July 2007
United States Marine Corps June 2004 - July 2005
United States Marine Corps August 2002 - June 2004
Skills
Program Management, Cross-functional Team..., Military, Project Management, Analysis, Process Improvement, Change Management, Strategic Planning, DoD, Management Consulting, Government Contracting, Integration, Risk Management, Leadership, Government, Strategy, Security Clearance, Business Process..., Leadership Development, Defense, Organizational..., Operations Management, Supply Chain Management, IT Strategy, Management, Six Sigma, PMP, Logistics, Army, Business Analysis, Contract Management, Proposal Writing, Project Planning, Consulting, Business Strategy
Education
Georgetown University - The McDonough School of Business 2007 — 2009
MBA
Colorado Technical University 2005 — 2006
Bachelor of Science (BS), Project Management, Summa Cum Laude
Campbell University 2002 — 2004
Associate of Arts (A.A.)
Steve Bodwin Steve Bodwin's Vanguard Experience August 2011 - Present
Job High Net Worth Flagship Relationship Manager at Vanguard
Industry Financial Services
Experience
Vanguard August 2011 - Present
Geneva Financial, LLC 2009 - August 2011
Triad Wealth Consultants April 2009 - February 2011
Charles Schwab November 1996 - April 2009
ING Investment Management February 2007 - April 2008
Skills
Portfolio Management, Series 7, CRM, Mergers, Forecasting, Strategic Financial..., Mutual Funds, Retirement Plan..., Valuation, Business Development, Investments, Leadership, Financial Services, Financial Advisory, Sales, Mergers, Management, Wealth Management, Finance, Asset Management, Financial Planning
Education
Cardinal Stritch University 1993 — 1996
BS, Business Administration
College for Financial Planning
Asset Management
Vanguard August 2011 - Present
Geneva Financial, LLC 2009 - August 2011
Triad Wealth Consultants April 2009 - February 2011
Charles Schwab November 1996 - April 2009
ING Investment Management February 2007 - April 2008
Skills
Portfolio Management, Series 7, CRM, Mergers, Forecasting, Strategic Financial..., Mutual Funds, Retirement Plan..., Valuation, Business Development, Investments, Leadership, Financial Services, Financial Advisory, Sales, Mergers, Management, Wealth Management, Finance, Asset Management, Financial Planning
Education
Cardinal Stritch University 1993 — 1996
BS, Business Administration
College for Financial Planning
Asset Management
Anthony Todd Jr.'s Vanguard Experience June 2006 - August 2010
Job Talent Development Specialist at Vertex Inc.
Industry Education Management
Experience
Vertex Inc. August 2010 - Present
Todd Résumé and Career Sevices LLC November 2012 - Present
Vanguard June 2006 - August 2010
The Vanguard Group March 2000 - June 2006
Comcast Metrophone/Cellular One (now AT&T Wireless) March 1997 - November 1999
Comcast Cellular November 1995 - March 1998
Skills
Team Building, Career Counseling, Resume Writing, Instructional Design, Process Improvement, Employee Training, Recruiting, Interviews, Leadership, Project Management, Leadership Development, Program Management, Coaching, Management, Talent Management, Onboarding, Management Consulting, Performance Management, Cross-functional Team...
Education
California University of Pennsylvania 1990 — 1995
Bachelors of Science, Business Admin. and Management
Plymouth-Whitemarsh High School 1986 — 1990
Vertex Inc. August 2010 - Present
Todd Résumé and Career Sevices LLC November 2012 - Present
Vanguard June 2006 - August 2010
The Vanguard Group March 2000 - June 2006
Comcast Metrophone/Cellular One (now AT&T Wireless) March 1997 - November 1999
Comcast Cellular November 1995 - March 1998
Skills
Team Building, Career Counseling, Resume Writing, Instructional Design, Process Improvement, Employee Training, Recruiting, Interviews, Leadership, Project Management, Leadership Development, Program Management, Coaching, Management, Talent Management, Onboarding, Management Consulting, Performance Management, Cross-functional Team...
Education
California University of Pennsylvania 1990 — 1995
Bachelors of Science, Business Admin. and Management
Plymouth-Whitemarsh High School 1986 — 1990
Joe Coyle EMCM Joe Coyle EMCM's Vanguard Experience May 2008 - March 2009
Job Unit lead BSC EMCM at Independence Blue Cross
Industry Printing
Experience
Independence Blue Cross April 2010 - Present
CSL Behring September 2009 - November 2009
Vanguard May 2008 - March 2009
The Strata Companies June 2004 - March 2008
PSC Info Group May 2001 - June 2004
Kinko's February 2001 - May 2001
Skills
Purchasing, Project Management, Direct Mail, Digital Printing, Advertising, Offset Printing, Account Management, Sales, Marketing, Customer Service, Operations Management, Vendor Management, Team Building, Budgets, New Business Development, Microsoft Excel, Variable Data Printing, Marketing Strategy, Process Improvement, Direct Marketing, Negotiation, Training, Management, B2B, Integration, Marketing Communications, Inventory Management, Email Marketing, Team Leadership, Analysis, Cross-functional Team..., Leadership, Time Management, Strategic Planning, CRM, Human Resources, Customer Retention, Access, Program Management, Strategy, Business Analysis, Project Planning, Software Documentation, Business Process..., Contract Negotiation, Social Networking
Education
California University of Pennsylvania 1995 — 2000
Bachelors of Science, Graphics Commuincation Technology Management
California University of Pennsylvania 1995 — 2000
Bachelor of Science (B.S.), Graphics Communications Technology - Management
Independence Blue Cross April 2010 - Present
CSL Behring September 2009 - November 2009
Vanguard May 2008 - March 2009
The Strata Companies June 2004 - March 2008
PSC Info Group May 2001 - June 2004
Kinko's February 2001 - May 2001
Skills
Purchasing, Project Management, Direct Mail, Digital Printing, Advertising, Offset Printing, Account Management, Sales, Marketing, Customer Service, Operations Management, Vendor Management, Team Building, Budgets, New Business Development, Microsoft Excel, Variable Data Printing, Marketing Strategy, Process Improvement, Direct Marketing, Negotiation, Training, Management, B2B, Integration, Marketing Communications, Inventory Management, Email Marketing, Team Leadership, Analysis, Cross-functional Team..., Leadership, Time Management, Strategic Planning, CRM, Human Resources, Customer Retention, Access, Program Management, Strategy, Business Analysis, Project Planning, Software Documentation, Business Process..., Contract Negotiation, Social Networking
Education
California University of Pennsylvania 1995 — 2000
Bachelors of Science, Graphics Commuincation Technology Management
California University of Pennsylvania 1995 — 2000
Bachelor of Science (B.S.), Graphics Communications Technology - Management
Neesha Patel's Vanguard Experience January 2005 - July 2008
Job
Industry Online Media
Experience
News Corporation 2008 - October 2011
Vanguard January 2005 - July 2008
Vanguard July 2003 - January 2005
Skills
Databases, Interaction Design, Information Architecture, Usability, Usability Testing, User Experience, Web Content, Wireframes, User Scenarios, User Interface Design, User-centered Design, OmniGraffle, User Research
Education
Carnegie Mellon University 1999 — 2003
BS
News Corporation 2008 - October 2011
Vanguard January 2005 - July 2008
Vanguard July 2003 - January 2005
Skills
Databases, Interaction Design, Information Architecture, Usability, Usability Testing, User Experience, Web Content, Wireframes, User Scenarios, User Interface Design, User-centered Design, OmniGraffle, User Research
Education
Carnegie Mellon University 1999 — 2003
BS
Christopher Whitten's Vanguard Experience May 2013 - Present
Job
Industry Financial Services
Experience
Vanguard May 2013 - Present
Vanguard August 2012 - Present
Vanguard January 2005 - Present
Vanguard January 2005 - December 2009
Vanguard August 1998 - December 2004
Central Piedmont Community College June 1999 - December 1999
Spectrum Technology Group, Inc November 1997 - August 1998
Duke Energy Co January 1997 - October 1997
Duke Energy Co January 1994 - January 1997
Duke Energy Co January 1992 - June 1992
Skills
Requirements Analysis, Data Warehousing, DB2, ETL, Requirements Gathering, Analysis, Business Analysis, Waterfall, SDLC, Project Planning, Problem Solving, Mentoring, Agile, Architecture, Team Leadership, Data Analysis, Systems Analysis, Cross-functional Team..., Databases, SQL, Risk Management, Risk Mitigation, IT Management, Application Development, Software Development, Microsoft SQL Server, Agile Methodologies, Database Design, Enterprise Architecture
Education
Capella University
MBA, Project Management
College of Charleston
Chemistry
Queens University of Charlotte
BS, Computer Science
The George Washington University - School of Business
Masters Certificate, Project Management
Trident Technical College
AAS, Chemical Engineering
Vanguard May 2013 - Present
Vanguard August 2012 - Present
Vanguard January 2005 - Present
Vanguard January 2005 - December 2009
Vanguard August 1998 - December 2004
Central Piedmont Community College June 1999 - December 1999
Spectrum Technology Group, Inc November 1997 - August 1998
Duke Energy Co January 1997 - October 1997
Duke Energy Co January 1994 - January 1997
Duke Energy Co January 1992 - June 1992
Skills
Requirements Analysis, Data Warehousing, DB2, ETL, Requirements Gathering, Analysis, Business Analysis, Waterfall, SDLC, Project Planning, Problem Solving, Mentoring, Agile, Architecture, Team Leadership, Data Analysis, Systems Analysis, Cross-functional Team..., Databases, SQL, Risk Management, Risk Mitigation, IT Management, Application Development, Software Development, Microsoft SQL Server, Agile Methodologies, Database Design, Enterprise Architecture
Education
Capella University
MBA, Project Management
College of Charleston
Chemistry
Queens University of Charlotte
BS, Computer Science
The George Washington University - School of Business
Masters Certificate, Project Management
Trident Technical College
AAS, Chemical Engineering
Nina Schlack's Vanguard Experience September 1998 - Present
Job Project Lead at Vanguard
Industry Financial Services
Experience
Vanguard September 1998 - Present
Shades of Gray Farm / Obelisk Belgians September 1997 - Present
Education
Carnegie Mellon University 1983 — 1987
Montgomery County Community College 1982 — 1983
AAS, commercial art
Vanguard September 1998 - Present
Shades of Gray Farm / Obelisk Belgians September 1997 - Present
Education
Carnegie Mellon University 1983 — 1987
Montgomery County Community College 1982 — 1983
AAS, commercial art
Andrew MacDougall's Vanguard Experience 2003 - July 2011
Job Talent Development Specialist at Vertex
Industry Information Technology and Services
Experience
Vertex Inc. 2011 - Present
Vanguard 2003 - July 2011
Skills
Instructional Design, Organizational..., Training, Training Delivery, Talent Management, Workshop Facilitation, Leadership Development, Employee Training, Performance Management, Career Development, Change Management, Coaching, E-Learning, Employee Engagement, Needs Analysis, Organizational..., Onboarding, Process Improvement, Strategy, Succession Planning
Education
Illinois School of Professional Psychology, Chicago Campus 1997 — 1999
Doctoral Studies in Clinical Psychology
Wheaton College 1990 — 1992
M. A., Clinical Psychology
Calvin College 1986 — 1990
Vertex Inc. 2011 - Present
Vanguard 2003 - July 2011
Skills
Instructional Design, Organizational..., Training, Training Delivery, Talent Management, Workshop Facilitation, Leadership Development, Employee Training, Performance Management, Career Development, Change Management, Coaching, E-Learning, Employee Engagement, Needs Analysis, Organizational..., Onboarding, Process Improvement, Strategy, Succession Planning
Education
Illinois School of Professional Psychology, Chicago Campus 1997 — 1999
Doctoral Studies in Clinical Psychology
Wheaton College 1990 — 1992
M. A., Clinical Psychology
Calvin College 1986 — 1990
James McWhinney's Vanguard Experience 1997 - 2000
Job Managing Director of Global Investment Communications at SEI
Industry Financial Services
Experience
SEI 2008 - Present
J. McWhinney Communications 2000 - Present
Bank of America 2004 - 2008
The Bank of New York Separate Account Services (formerly Lockwood Advisors) February 2000 - April 2004
Vanguard 1997 - 2000
Federated Investors 1996 - 1997
Westin Hotels 1994 - 1996
Kahn and Associates 1992 - 1994
Skills
Web Content, Newsletters, Management, Mutual Funds, Strategy, Alternative Investments, Marketing, Editing, Financial Advisory, Sales, Social Media Marketing, Investments, Portfolio Management, Wealth Management, Financial Services, Market Research
Education
Carnegie Mellon University
Temple University
Masters, Journalism
SEI 2008 - Present
J. McWhinney Communications 2000 - Present
Bank of America 2004 - 2008
The Bank of New York Separate Account Services (formerly Lockwood Advisors) February 2000 - April 2004
Vanguard 1997 - 2000
Federated Investors 1996 - 1997
Westin Hotels 1994 - 1996
Kahn and Associates 1992 - 1994
Skills
Web Content, Newsletters, Management, Mutual Funds, Strategy, Alternative Investments, Marketing, Editing, Financial Advisory, Sales, Social Media Marketing, Investments, Portfolio Management, Wealth Management, Financial Services, Market Research
Education
Carnegie Mellon University
Temple University
Masters, Journalism
Dee Hester's Vanguard Experience 2004 - Present
Job Registered Representative at The Vanguard Group
Industry Financial Services
Experience
Vanguard 2004 - Present
hotZona 2003 - 2004
SITE Services, Inc. 1986 - 2003
Skills
Series 63, Investments, Mutual Funds
Education
California Polytechnic State University-San Luis Obispo 1973 — 1979
Bachelor of Science, Journalism (Technical & Broadcast)
Vanguard 2004 - Present
hotZona 2003 - 2004
SITE Services, Inc. 1986 - 2003
Skills
Series 63, Investments, Mutual Funds
Education
California Polytechnic State University-San Luis Obispo 1973 — 1979
Bachelor of Science, Journalism (Technical & Broadcast)
Kim Tweedy's Vanguard Experience January 2007 - December 2009
Job RN at Carolinas Healthcare System
Industry Hospital & Health Care
Experience
Carolinas Healthcare System January 2012 - Present
FORT DOBBS STATE HISTORIC SITE/FRIENDS OF October 2010 - Present
Carolinas Healthcare System August 2011 - January 2012
CAROLINAS COLLEGE OF HEALTH SCIENCES CLINICAL EXPERIENCES January 2010 - March 2011
Vanguard January 2007 - December 2009
REED GOLD MINE STATE HISTORIC March 2005 - December 2006
Fort Dobbs State Historic Site September 2004 - March 2005
Skills
BLS, Nursing, Inpatient, Cerner, CPOE, Healthcare, EMR, Hospitals, Acute Care, Patient Education, Research, Patient Safety, ACLS, NRP
Education
Carolinas College of Health Sciences 2010 — 2012
Associate of Science, Nursing
University of North Carolina at 2000 — 2004
Bachelor of Arts, Modern European History
Carolinas Healthcare System January 2012 - Present
FORT DOBBS STATE HISTORIC SITE/FRIENDS OF October 2010 - Present
Carolinas Healthcare System August 2011 - January 2012
CAROLINAS COLLEGE OF HEALTH SCIENCES CLINICAL EXPERIENCES January 2010 - March 2011
Vanguard January 2007 - December 2009
REED GOLD MINE STATE HISTORIC March 2005 - December 2006
Fort Dobbs State Historic Site September 2004 - March 2005
Skills
BLS, Nursing, Inpatient, Cerner, CPOE, Healthcare, EMR, Hospitals, Acute Care, Patient Education, Research, Patient Safety, ACLS, NRP
Education
Carolinas College of Health Sciences 2010 — 2012
Associate of Science, Nursing
University of North Carolina at 2000 — 2004
Bachelor of Arts, Modern European History
Nathalie Sakimura's Vanguard Experience May 2015 - Present
Job Head of Advisor Offer at Vanguard
Industry Financial Services
Experience
Vanguard May 2015 - Present
Vanguard April 2013 - May 2015
Vanguard April 2012 - April 2013
Vanguard April 2011 - April 2012
Vanguard July 2009 - April 2011
Vanguard July 2007 - July 2009
Freddie Mac 2006 - 2006
Education
Carnegie Mellon University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Business Administration; Computing & Information Technology
Vanguard May 2015 - Present
Vanguard April 2013 - May 2015
Vanguard April 2012 - April 2013
Vanguard April 2011 - April 2012
Vanguard July 2009 - April 2011
Vanguard July 2007 - July 2009
Freddie Mac 2006 - 2006
Education
Carnegie Mellon University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Business Administration; Computing & Information Technology
Michael Warnock's Vanguard Experience April 2014 - Present
Job Information Security Engineer
Industry Financial Services
Experience
Vanguard April 2014 - Present
Vanguard March 2011 - March 2014
Vanguard January 2010 - April 2011
The Vanguard Group January 2003 - December 2009
Vanguard January 2000 - December 2002
Skills
Unix, Disaster Recovery, Unix Shell Scripting, Oracle, Enterprise Architecture, Red Hat Linux, Data Warehousing, Requirements Analysis, VMware, Shell Scripting, Linux, DNS, Agile Methodologies, IT Management, Business Analysis, Servers, System Administration, SDLC, Solaris, DB2, Veritas Volume Manager, Websphere, Sybase, Apache, SQL, Perl, Microsoft SQL Server, AIX, Active Directory, Storage Area Networks, Storage, Data Center, EMC Storage, Operating Systems, Storage Virtualization, Cluster, Clariion, Infrastructure
Education
Rutgers, The State University of New Jersey-Camden 1997 — 1999
Bachelor's degree, Mathematics and Computer Science
Camden County College 1995 — 1996
Business Administration and Management, General
Academy of Culinary Arts 1987 — 1989
Culinary Arts/Chef Training
Vanguard April 2014 - Present
Vanguard March 2011 - March 2014
Vanguard January 2010 - April 2011
The Vanguard Group January 2003 - December 2009
Vanguard January 2000 - December 2002
Skills
Unix, Disaster Recovery, Unix Shell Scripting, Oracle, Enterprise Architecture, Red Hat Linux, Data Warehousing, Requirements Analysis, VMware, Shell Scripting, Linux, DNS, Agile Methodologies, IT Management, Business Analysis, Servers, System Administration, SDLC, Solaris, DB2, Veritas Volume Manager, Websphere, Sybase, Apache, SQL, Perl, Microsoft SQL Server, AIX, Active Directory, Storage Area Networks, Storage, Data Center, EMC Storage, Operating Systems, Storage Virtualization, Cluster, Clariion, Infrastructure
Education
Rutgers, The State University of New Jersey-Camden 1997 — 1999
Bachelor's degree, Mathematics and Computer Science
Camden County College 1995 — 1996
Business Administration and Management, General
Academy of Culinary Arts 1987 — 1989
Culinary Arts/Chef Training
Kasey Edison's Vanguard Experience 2008 - Present
Job Data Governance and Project Manager at The Vanguard Group
Industry Financial Services
Experience
Vanguard 2008 - Present
Vanguard 2006 - 2008
Vanguard 2000 - 2006
BNY Mellon 1997 - 2000
Skills
Scrum, Software Project..., Agile Project Management, Requirements Analysis, Agile Methodologies, SDLC, Requirements Gathering, DB2, Business Analysis, Visio, IT Strategy, PMP, Waterfall, PMO, SharePoint, Enterprise Architecture, Project Portfolio..., Vendor Management, MS Project, Software Development
Education
Carnegie Mellon University 1992 — 1993
MA, English / Cultural & literary theory
Towson University 1990 — 1992
BA, English, Political Science
Vanguard 2008 - Present
Vanguard 2006 - 2008
Vanguard 2000 - 2006
BNY Mellon 1997 - 2000
Skills
Scrum, Software Project..., Agile Project Management, Requirements Analysis, Agile Methodologies, SDLC, Requirements Gathering, DB2, Business Analysis, Visio, IT Strategy, PMP, Waterfall, PMO, SharePoint, Enterprise Architecture, Project Portfolio..., Vendor Management, MS Project, Software Development
Education
Carnegie Mellon University 1992 — 1993
MA, English / Cultural & literary theory
Towson University 1990 — 1992
BA, English, Political Science
Andelyn Robb's Vanguard Experience February 2011 - March 2015
Job Development & Communication Director at Chariots For Hope, Inc.
Industry Financial Services
Experience
Chariots For Hope, Inc. March 2015 - Present
Vanguard February 2011 - March 2015
The Vanguard Group June 2008 - February 2011
The Vanguard Group 2007 - 2007
Skills
Leadership, Microsoft Office, Customer Service, Public Speaking, Strategic Planning, Event Planning, Project Management, Community Outreach, Team Building, Research, Corporate Communications, Strategic Communications, Microsoft Excel, Fundraising, Time Management, Nonprofits
Education
Cairn University 2004 — 2008
BS, Business Administration
Chariots For Hope, Inc. March 2015 - Present
Vanguard February 2011 - March 2015
The Vanguard Group June 2008 - February 2011
The Vanguard Group 2007 - 2007
Skills
Leadership, Microsoft Office, Customer Service, Public Speaking, Strategic Planning, Event Planning, Project Management, Community Outreach, Team Building, Research, Corporate Communications, Strategic Communications, Microsoft Excel, Fundraising, Time Management, Nonprofits
Education
Cairn University 2004 — 2008
BS, Business Administration
Jason Earle's Vanguard Experience June 2014 - Present
Job Senior Manager, Department Head of Vanguard Participant Education Operations & Services
Industry Financial Services
Experience
Vanguard June 2014 - Present
Vanguard February 2013 - June 2014
Vanguard March 2011 - February 2013
Vanguard March 2010 - March 2011
Vanguard September 2008 - March 2010
Vanguard January 2007 - September 2008
Skills
General Management, Project Management, Strategic Thinking, Leadership, Strategic Planning, Relationship Management, Financial Services
Education
Pennsylvania State University-Great Valley Graduate Center 2010 — 2014
Master of Business Administration (MBA)
Cairn University 2002 — 2006
B.S., Business Administration
Vanguard June 2014 - Present
Vanguard February 2013 - June 2014
Vanguard March 2011 - February 2013
Vanguard March 2010 - March 2011
Vanguard September 2008 - March 2010
Vanguard January 2007 - September 2008
Skills
General Management, Project Management, Strategic Thinking, Leadership, Strategic Planning, Relationship Management, Financial Services
Education
Pennsylvania State University-Great Valley Graduate Center 2010 — 2014
Master of Business Administration (MBA)
Cairn University 2002 — 2006
B.S., Business Administration
Matthew Snider, CIMA's Vanguard Experience May 2008 - October 2011
Job Regional Director at Dimensional Fund Advisors
Industry Investment Management
Experience
Dimensional Fund Advisors September 2011 - Present
Vanguard May 2008 - October 2011
Calamos Investments July 2004 - May 2008
Vestor Capital 2001 - 2004
Skills
Series 63, ETFs, Mutual Funds, Separately Managed..., Series 7, Series 65, Morningstar, Investment Strategies, Investment Advisory, FINRA, Wealth Management, Alternative Investments, Equities, Retirement Planning, Securities, Investment Management, Series 6, Asset Allocation, 401k, Asset Management, Investments
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2004 — 2006
MBA, Finance
Carthage College 1995 — 1999
Intl' Political Economics, Economics
Dimensional Fund Advisors September 2011 - Present
Vanguard May 2008 - October 2011
Calamos Investments July 2004 - May 2008
Vestor Capital 2001 - 2004
Skills
Series 63, ETFs, Mutual Funds, Separately Managed..., Series 7, Series 65, Morningstar, Investment Strategies, Investment Advisory, FINRA, Wealth Management, Alternative Investments, Equities, Retirement Planning, Securities, Investment Management, Series 6, Asset Allocation, 401k, Asset Management, Investments
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2004 — 2006
MBA, Finance
Carthage College 1995 — 1999
Intl' Political Economics, Economics
Jonathan Laton's Vanguard Experience June 2014 - September 2014
Job Captain in the Army National Guard
Industry Military
Experience
North Carolina Army National Guard May 2001 - Present
Vanguard June 2014 - September 2014
Wachovia, A Wells Fargo Company June 2004 - July 2008
NC Army National Guard August 2003 - June 2006
Wachovia, A Wells Fargo Company August 2000 - June 2004
American Express Financial Advisors April 2000 - July 2000
TCF FINANCIAL SERVICES May 1999 - February 2000
US Army September 1992 - June 1997
Skills
Project Management, Strategic Partnerships, Management, Leadership Development, Team-oriented, Analytical Skills, Problem Solving, Team Building, Critical Thinking, Creative Conception, Active DoD Secret..., Leadership, Military Operations, Army, Security, Military Experience, Process Improvement, Intelligence Analysis, Government, Investments, National Security, Weapons, Military, Operational Planning, Analysis, Security Clearance, Command
Education
Campbell University 1996 — 1999
Bachelors, Business Administration
Villanova University Online
Six Sigma
North Carolina Army National Guard May 2001 - Present
Vanguard June 2014 - September 2014
Wachovia, A Wells Fargo Company June 2004 - July 2008
NC Army National Guard August 2003 - June 2006
Wachovia, A Wells Fargo Company August 2000 - June 2004
American Express Financial Advisors April 2000 - July 2000
TCF FINANCIAL SERVICES May 1999 - February 2000
US Army September 1992 - June 1997
Skills
Project Management, Strategic Partnerships, Management, Leadership Development, Team-oriented, Analytical Skills, Problem Solving, Team Building, Critical Thinking, Creative Conception, Active DoD Secret..., Leadership, Military Operations, Army, Security, Military Experience, Process Improvement, Intelligence Analysis, Government, Investments, National Security, Weapons, Military, Operational Planning, Analysis, Security Clearance, Command
Education
Campbell University 1996 — 1999
Bachelors, Business Administration
Villanova University Online
Six Sigma
Jerico Rom's Vanguard Experience May 2010 - Present
Job Brokerage Investment Professional at The Vanguard Group
Industry Financial Services
Experience
Vanguard May 2010 - Present
The Vanguard Group March 2008 - May 2010
The Vanguard Group September 2007 - March 2008
Skills
Series 7, MBA Finance, Microsoft Office, CRM, Series 63, Mutual Funds, Strategic Financial..., Financial Analysis, ETFs, FINRA, Securities, Asset Allocation, Investment Management, Retirement Planning, Series 6, Retirement, Banking, Wealth Management, Financial Modeling, Investment Strategies, Equities, IRAs, Risk Management
Education
Grand Canyon University 2008 — 2011
MBA, Business Administration with emphasis in Finance
California Maritime Academy 2002 — 2005
Bachelors, Business Administration with emphasis in International Business & Logistics
Vanguard May 2010 - Present
The Vanguard Group March 2008 - May 2010
The Vanguard Group September 2007 - March 2008
Skills
Series 7, MBA Finance, Microsoft Office, CRM, Series 63, Mutual Funds, Strategic Financial..., Financial Analysis, ETFs, FINRA, Securities, Asset Allocation, Investment Management, Retirement Planning, Series 6, Retirement, Banking, Wealth Management, Financial Modeling, Investment Strategies, Equities, IRAs, Risk Management
Education
Grand Canyon University 2008 — 2011
MBA, Business Administration with emphasis in Finance
California Maritime Academy 2002 — 2005
Bachelors, Business Administration with emphasis in International Business & Logistics
Carrie Wanish's Vanguard Experience August 2013 - Present
Job Project Manager with a focus on organizational design and process optimization
Industry Financial Services
Experience
Vanguard August 2013 - Present
The Vanguard Group April 2006 - Present
Vanguard January 2000 - March 2006
The Vanguard Group February 1998 - December 1999
Skills
Financial Services, Relationship Management, Mutual Funds, 401k, Project Management, Process Improvement, Business Analysis, Requirements Gathering, Risk Management, Investments, CRM, Leadership, Management, Business Process..., Strategic Planning
Education
Saint Joseph's University 2009 — 2016
MBA, Marketing
Cedar Crest College 1994 — 1997
BA, Political Science
Vanguard August 2013 - Present
The Vanguard Group April 2006 - Present
Vanguard January 2000 - March 2006
The Vanguard Group February 1998 - December 1999
Skills
Financial Services, Relationship Management, Mutual Funds, 401k, Project Management, Process Improvement, Business Analysis, Requirements Gathering, Risk Management, Investments, CRM, Leadership, Management, Business Process..., Strategic Planning
Education
Saint Joseph's University 2009 — 2016
MBA, Marketing
Cedar Crest College 1994 — 1997
BA, Political Science
Lisa Matson's Vanguard Experience 2002 - 2012
Job General Counsel at PENN Capital Management
Industry Legal Services
Experience
Penn Capital Management 2014 - Present
Lincoln Financial Group 2012 - 2014
Vanguard 2002 - 2012
Stradley Ronon 1997 - 2002
Skills
Hedge Funds, Investment Company Act, Investment Advisers Act, UCITS, 529 Plans, Mutual Funds, Securities Regulation, Corporate Law, Investment Management, Securities, Investments, Asset Managment, Asset Management, Corporate Governance, FINRA, Legal Writing, Alternative Investments
Education
University of Pennsylvania 1994 — 1997
JD, Law
Carleton College 1988 — 1992
BA, Art history
Penn Capital Management 2014 - Present
Lincoln Financial Group 2012 - 2014
Vanguard 2002 - 2012
Stradley Ronon 1997 - 2002
Skills
Hedge Funds, Investment Company Act, Investment Advisers Act, UCITS, 529 Plans, Mutual Funds, Securities Regulation, Corporate Law, Investment Management, Securities, Investments, Asset Managment, Asset Management, Corporate Governance, FINRA, Legal Writing, Alternative Investments
Education
University of Pennsylvania 1994 — 1997
JD, Law
Carleton College 1988 — 1992
BA, Art history
John Partridge's Vanguard Experience 2007 - 2009
Job SAS BI/ EBI/ DI programmer
Industry Information Technology and Services
Experience
U.S. Department of the Treasury February 2013 - Present
U.S. Department of Energy April 2012 - November 2012
Wells Fargo September 2010 - March 2012
American Express May 2010 - September 2010
Wells Fargo Home Mortgage September 2009 - March 2010
IBM July 2000 - February 2009
Vanguard 2007 - 2009
IBM 2000 - 2007
DMR Consulting April 1997 - October 1997
MCI April 1996 - April 1997
Skills
Business Intelligence, Risk Management, Data Warehousing, SDLC, SQL, ETL, Unix, DB2
Education
California Polytechnic State University-San Luis Obispo 1981 — 1985
U.S. Department of the Treasury February 2013 - Present
U.S. Department of Energy April 2012 - November 2012
Wells Fargo September 2010 - March 2012
American Express May 2010 - September 2010
Wells Fargo Home Mortgage September 2009 - March 2010
IBM July 2000 - February 2009
Vanguard 2007 - 2009
IBM 2000 - 2007
DMR Consulting April 1997 - October 1997
MCI April 1996 - April 1997
Skills
Business Intelligence, Risk Management, Data Warehousing, SDLC, SQL, ETL, Unix, DB2
Education
California Polytechnic State University-San Luis Obispo 1981 — 1985
Michael Gazzolo, CFP®'s Vanguard Experience May 2014 - Present
Job Investment Analyst at Vanguard
Industry Financial Services
Experience
Vanguard May 2014 - Present
The Vanguard Group April 2013 - May 2014
Vanguard April 2010 - April 2013
Vanguard August 2008 - April 2010
Skills
Series 63, Series 7, Investments, Financial Analysis, Financial Modeling, Strategic Financial..., Mutual Funds, Financial Services, Economics, Bloomberg, Asset Allocation, Finance, Data Analysis, Equities, Series 6
Education
CSU Sacramento 2005 — 2007
Bachlor of Arts, Economics
Sierra College 2004 — 2005
Vanguard May 2014 - Present
The Vanguard Group April 2013 - May 2014
Vanguard April 2010 - April 2013
Vanguard August 2008 - April 2010
Skills
Series 63, Series 7, Investments, Financial Analysis, Financial Modeling, Strategic Financial..., Mutual Funds, Financial Services, Economics, Bloomberg, Asset Allocation, Finance, Data Analysis, Equities, Series 6
Education
CSU Sacramento 2005 — 2007
Bachlor of Arts, Economics
Sierra College 2004 — 2005
Janis Hoover's Vanguard Experience July 2013 - November 2013
Job Training & Process Manager at TPF Services
Industry Consumer Goods
Experience
TPF Services November 2013 - Present
Vanguard July 2013 - November 2013
Dial / Henkel 2001 - 2010
Dial / Henkel 1999 - 2001
Dial Corporation 1987 - 1999
Molnlycke 1984 - 1987
Skills
Cross-functional Team..., Team Building, Development,..., Problem Solver, Excellent communicator, Information Systems, Training, Problem Solving, Consumer Products, Master Data Management, Customer Service, Customer Service..., Continuous Improvement, Supply Chain, Supply Chain Management, SAP, Forecasting, Process Improvement, Retail, Sales Management, Operations Management, P&L Management, Inventory Management, Human Resources, Sales, Management, Leadership, Finance, Budgets
Education
California State University-East Bay 1981 — 1984
BA, Early Childhood Education
York College 1977 — 1979
AA, Early Childhood Education
TPF Services November 2013 - Present
Vanguard July 2013 - November 2013
Dial / Henkel 2001 - 2010
Dial / Henkel 1999 - 2001
Dial Corporation 1987 - 1999
Molnlycke 1984 - 1987
Skills
Cross-functional Team..., Team Building, Development,..., Problem Solver, Excellent communicator, Information Systems, Training, Problem Solving, Consumer Products, Master Data Management, Customer Service, Customer Service..., Continuous Improvement, Supply Chain, Supply Chain Management, SAP, Forecasting, Process Improvement, Retail, Sales Management, Operations Management, P&L Management, Inventory Management, Human Resources, Sales, Management, Leadership, Finance, Budgets
Education
California State University-East Bay 1981 — 1984
BA, Early Childhood Education
York College 1977 — 1979
AA, Early Childhood Education
Erika Matsumoto's Vanguard Experience May 2015 - Present
Job Investment Product Manager at Vanguard
Industry Financial Services
Experience
Vanguard May 2015 - Present
Vanguard April 2014 - May 2015
Vanguard March 2012 - April 2014
Vanguard September 2009 - February 2012
Vanguard August 2008 - October 2009
Hamamatsu May 2007 - August 2007
J Hayashida International May 2006 - July 2006
Merrill Lynch May 2005 - August 2005
Education
Saint Joseph's University 2013 — 2015
Master’s Degree
Carnegie Mellon University 2003 — 2008
Carnegie Mellon University - Tepper School of Business 2003 — 2008
Vanguard May 2015 - Present
Vanguard April 2014 - May 2015
Vanguard March 2012 - April 2014
Vanguard September 2009 - February 2012
Vanguard August 2008 - October 2009
Hamamatsu May 2007 - August 2007
J Hayashida International May 2006 - July 2006
Merrill Lynch May 2005 - August 2005
Education
Saint Joseph's University 2013 — 2015
Master’s Degree
Carnegie Mellon University 2003 — 2008
Carnegie Mellon University - Tepper School of Business 2003 — 2008
Kathleen Mowatt, MBA's Vanguard Experience 2000 - 2002
Job Financial analyst directly impacting company revenue and financial decision making through insightful data analysis
Industry Financial Services
Experience
Pope John XXIII High School August 2009 - Present
The Vanguard Group January 2002 - July 2004
Vanguard 2000 - 2002
Vanguard 1998 - 2000
Skills
Financial Analysis, Forecasting, Cross-functional Team..., Process Improvement, Budgeting, Training, Strategic Financial..., Project Management, Financial Modeling, Cost Control, Internal Controls, Budget Analysis, Procurement, Managerial Finance, Budgets, Management, Financial Planning
Education
Centenary College 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Saint Joseph's University 2012 — 2014
Bachelor's degree, Accounting and Finance
Pope John XXIII High School August 2009 - Present
The Vanguard Group January 2002 - July 2004
Vanguard 2000 - 2002
Vanguard 1998 - 2000
Skills
Financial Analysis, Forecasting, Cross-functional Team..., Process Improvement, Budgeting, Training, Strategic Financial..., Project Management, Financial Modeling, Cost Control, Internal Controls, Budget Analysis, Procurement, Managerial Finance, Budgets, Management, Financial Planning
Education
Centenary College 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Saint Joseph's University 2012 — 2014
Bachelor's degree, Accounting and Finance
Melissa Gonska's Vanguard Experience September 2014 - Present
Job Adjustments Associate at Vanguard
Industry Financial Services
Experience
Vanguard September 2014 - Present
LearnVest, Inc. December 2013 - June 2014
Healthways April 2011 - December 2013
BCBG Max Azria June 2010 - October 2010
BCBG Max Azria July 2008 - June 2010
Resolute Tap Services August 2007 - March 2008
Advanced Behavioral Health, Inc. June 2005 - January 2007
Skills
Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Access, Outlook, Sales, Data Entry, Troubleshooting, Merchandising, Analysis, Social Media, Software Documentation, Leadership, Marketing
Education
Central Connecticut State University 2005 — 2007
B.A., Psychology
Tunxis Community College 2003 — 2005
A.S., Liberal Arts & Sciences
Vanguard September 2014 - Present
LearnVest, Inc. December 2013 - June 2014
Healthways April 2011 - December 2013
BCBG Max Azria June 2010 - October 2010
BCBG Max Azria July 2008 - June 2010
Resolute Tap Services August 2007 - March 2008
Advanced Behavioral Health, Inc. June 2005 - January 2007
Skills
Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Access, Outlook, Sales, Data Entry, Troubleshooting, Merchandising, Analysis, Social Media, Software Documentation, Leadership, Marketing
Education
Central Connecticut State University 2005 — 2007
B.A., Psychology
Tunxis Community College 2003 — 2005
A.S., Liberal Arts & Sciences
Silas Cooley's Vanguard Experience March 2010 - 2013
Job Investment Advisor at Byron Financial LLC
Industry Financial Services
Experience
Byron Financial LLC 2014 - Present
Vanguard March 2010 - 2013
U.S. Trust 2008 - 2008
Skills
Wealth Management..., Mutual Funds, Strategic Financial..., Retirement Planning, Wealth Management, Estate Planning, ETFs, Series 7, Asset Allocation, Series 63, Manage Client..., Financial Guidance, Bloomberg Terminal, Morningstar, Excel Pivot, Excel V-Lookup
Education
Campbell University 2004 — 2009
BBA, MBA, Trust and Wealth Management, Minor in Financial Planning
Byron Financial LLC 2014 - Present
Vanguard March 2010 - 2013
U.S. Trust 2008 - 2008
Skills
Wealth Management..., Mutual Funds, Strategic Financial..., Retirement Planning, Wealth Management, Estate Planning, ETFs, Series 7, Asset Allocation, Series 63, Manage Client..., Financial Guidance, Bloomberg Terminal, Morningstar, Excel Pivot, Excel V-Lookup
Education
Campbell University 2004 — 2009
BBA, MBA, Trust and Wealth Management, Minor in Financial Planning
Folami Xavier's Vanguard Experience September 2015 - Present
Job Training, Education, Recruiting
Industry Human Resources
Experience
Vanguard September 2015 - Present
Art Institute of Charlotte February 2015 - May 2015
Skin Deep Esthetique March 2013 - June 2014
Charlotte-Mecklenburg Schools August 2011 - June 2012
Union Institute & University November 2009 - September 2010
Self Employed January 2002 - August 2008
Skills
Marketing, Sales, Customer Service, Public Speaking, Social Media Marketing, Creative Writing, Community Outreach, Community Development, Event Planning, Facebook, Skin Care, Skin Resurfacing, Waxing, Skin, Teaching, Fundraising, Entrepreneurship, Microsoft Office
Education
California State University-Los Angeles
Bachelor of Arts (B.A.), Liberal Studies/Concentration in Math, Science, Medicine, and Technology
Vanguard September 2015 - Present
Art Institute of Charlotte February 2015 - May 2015
Skin Deep Esthetique March 2013 - June 2014
Charlotte-Mecklenburg Schools August 2011 - June 2012
Union Institute & University November 2009 - September 2010
Self Employed January 2002 - August 2008
Skills
Marketing, Sales, Customer Service, Public Speaking, Social Media Marketing, Creative Writing, Community Outreach, Community Development, Event Planning, Facebook, Skin Care, Skin Resurfacing, Waxing, Skin, Teaching, Fundraising, Entrepreneurship, Microsoft Office
Education
California State University-Los Angeles
Bachelor of Arts (B.A.), Liberal Studies/Concentration in Math, Science, Medicine, and Technology
Sandy Speer's Vanguard Experience April 1989 - July 1996
Job Substitute Teacher at Multiple School Districts
Industry Education Management
Experience
Multiple School Districts June 2009 - Present
Bishop McDevitt High School August 2007 - June 2009
Multiple School Districts August 2004 - August 2007
Kantar Media Intelligence 1999 - 2004
Vanguard April 1989 - July 1996
Skills
Public Speaking, Teaching, Microsoft Office, Customer Service, Community Outreach, Elementary Education
Education
Cabrini College 2008 — 2010
Master of Education (M.Ed.), Education, 3.76
Lebanon Valley College 1979 — 1983
Bachelor of Arts (B.A.), Spanish
Multiple School Districts June 2009 - Present
Bishop McDevitt High School August 2007 - June 2009
Multiple School Districts August 2004 - August 2007
Kantar Media Intelligence 1999 - 2004
Vanguard April 1989 - July 1996
Skills
Public Speaking, Teaching, Microsoft Office, Customer Service, Community Outreach, Elementary Education
Education
Cabrini College 2008 — 2010
Master of Education (M.Ed.), Education, 3.76
Lebanon Valley College 1979 — 1983
Bachelor of Arts (B.A.), Spanish
William Tressler's Vanguard Experience April 2011 - Present
Job Developer at Vanguard
Industry Computer Software
Experience
Vanguard April 2011 - Present
National Academic Quiz Tournaments 2000 - 2014
Clairvoyant TechnoSolutions Inc December 2010 - March 2011
Charter School of Wilmington August 2002 - June 2010
Sanford School August 1999 - June 2002
Skills
Software Engineering, Data Analysis, Agile Methodologies, HTML, Editing, C++, Software Development, AngularJS, JavaScript, Unit Testing
Education
University of Delaware 2000 — 2006
MI, Instruction
Carnegie Mellon University 1997 — 1999
MS, Statistics
Dickinson College 1993 — 1997
BS, Math, Computer Science
Vanguard April 2011 - Present
National Academic Quiz Tournaments 2000 - 2014
Clairvoyant TechnoSolutions Inc December 2010 - March 2011
Charter School of Wilmington August 2002 - June 2010
Sanford School August 1999 - June 2002
Skills
Software Engineering, Data Analysis, Agile Methodologies, HTML, Editing, C++, Software Development, AngularJS, JavaScript, Unit Testing
Education
University of Delaware 2000 — 2006
MI, Instruction
Carnegie Mellon University 1997 — 1999
MS, Statistics
Dickinson College 1993 — 1997
BS, Math, Computer Science
Lucy Etim's Vanguard Experience May 2012 - Present
Job Financial Processing Associate at THE VANGUARD GROUP
Industry Marketing and Advertising
Experience
Vanguard May 2012 - Present
Peace Party Link Services August 2010 - May 2012
Bristol-Myers Squibb June 2008 - January 2010
Caldwell College September 2003 - June 2007
Skills
Learning Management..., Talent Acquisition, Microsoft Office, Plateau, Lotus Notes, Lexis Nexis, Oracle, Vista, Vast, Infopac, AICC, SCORM, SharePoint, Project Management, Microsoft Excel, Microsoft Word, Customer Service, Strategic Planning, Dreamweaver, PowerPoint, Technical Recruiting, Management, Onboarding, Coaching
Education
Caldwell College 2003 — 2007
Bachelor's Degree, International Business and French
Vanguard May 2012 - Present
Peace Party Link Services August 2010 - May 2012
Bristol-Myers Squibb June 2008 - January 2010
Caldwell College September 2003 - June 2007
Skills
Learning Management..., Talent Acquisition, Microsoft Office, Plateau, Lotus Notes, Lexis Nexis, Oracle, Vista, Vast, Infopac, AICC, SCORM, SharePoint, Project Management, Microsoft Excel, Microsoft Word, Customer Service, Strategic Planning, Dreamweaver, PowerPoint, Technical Recruiting, Management, Onboarding, Coaching
Education
Caldwell College 2003 — 2007
Bachelor's Degree, International Business and French
Alexander Luchansky's Vanguard Experience
Job Software Developer at Vanguard
Industry Financial Services
Experience
Vanguard
Skills
Java, Agile Methodologies, Unix, XML
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2008
B.S., Computer Science and Mathematics
Camden County College 2003 — 2006
A.S., Computer Science and Mathematics
Vanguard
Skills
Java, Agile Methodologies, Unix, XML
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2008
B.S., Computer Science and Mathematics
Camden County College 2003 — 2006
A.S., Computer Science and Mathematics
Betty Booraem's Vanguard Experience August 1996 - June 2000
Job
Industry
Experience
Vanguard August 1996 - June 2000
Skills
Microsoft Office, Teaching, Microsoft Word
Education
Cedar Crest College
BS, Elementary Education
Vanguard August 1996 - June 2000
Skills
Microsoft Office, Teaching, Microsoft Word
Education
Cedar Crest College
BS, Elementary Education
Mahmoud Roushdy Allam's Vanguard Experience October 2014 - Present
Job Software Engineer at Vanguard
Industry Information Technology and Services
Experience
Vanguard October 2014 - Present
ASSET Technology Group June 2011 - February 2014
HSBC June 2012 - June 2013
Etisalat 2013 - 2013
IT-Blocks July 2010 - June 2011
Skills
Servlets, JavaSE, Hibernate, Java, JSF, JSP, OOP, Design Patterns, JDBC, Java Enterprise Edition, EJB, Struts, XML, GWT, Tomcat, Microsoft SQL Server, JPA, Oracle, UML, Swing, MySQL, DB2, J2SE, J2EE, Servelts, SQl server, IBM DB2, Agile Software process, Cloud Computing, Spring, JavaScript, Web Services, Eclipse, AJAX, jQuery, Databases, Spring Framework
Education
MUM, USA 2014 — 2016
Master's Degree, Computer Science
Cairo University 2010 — 2011
Very Good, Pre-Master, Computer Science, Very good with honer
Cairo University 2006 — 2010
Bachelor's Degree, Computer Science, Very good with honer
Vanguard October 2014 - Present
ASSET Technology Group June 2011 - February 2014
HSBC June 2012 - June 2013
Etisalat 2013 - 2013
IT-Blocks July 2010 - June 2011
Skills
Servlets, JavaSE, Hibernate, Java, JSF, JSP, OOP, Design Patterns, JDBC, Java Enterprise Edition, EJB, Struts, XML, GWT, Tomcat, Microsoft SQL Server, JPA, Oracle, UML, Swing, MySQL, DB2, J2SE, J2EE, Servelts, SQl server, IBM DB2, Agile Software process, Cloud Computing, Spring, JavaScript, Web Services, Eclipse, AJAX, jQuery, Databases, Spring Framework
Education
MUM, USA 2014 — 2016
Master's Degree, Computer Science
Cairo University 2010 — 2011
Very Good, Pre-Master, Computer Science, Very good with honer
Cairo University 2006 — 2010
Bachelor's Degree, Computer Science, Very good with honer
Harry Nourizadeh,CIA, CRMA, CFE's Vanguard Experience March 2011 - Present
Job Internal Auditor, Vanguard
Industry Financial Services
Experience
Vanguard March 2011 - Present
EDS May 2006 - February 2010
Towers Perrin October 1995 - May 2004
Skills
Pension Administration, Auditing, Internal Audit, Accounting, Advanced Excel, Lotus Notes, Outlook
Education
St. Joseph's University 2007 — 2009
Bachelor of Arts (B.A.), Accounting, 3.4
California State University-Long Beach 1990 — 1994
Bachelor of Science (BSc), Applied Mathematics
Vanguard March 2011 - Present
EDS May 2006 - February 2010
Towers Perrin October 1995 - May 2004
Skills
Pension Administration, Auditing, Internal Audit, Accounting, Advanced Excel, Lotus Notes, Outlook
Education
St. Joseph's University 2007 — 2009
Bachelor of Arts (B.A.), Accounting, 3.4
California State University-Long Beach 1990 — 1994
Bachelor of Science (BSc), Applied Mathematics
Jasmine Jackson, MSc's Vanguard Experience January 2013 - Present
Job UI Developer at Vanguard
Industry Financial Services
Experience
Vanguard January 2013 - Present
The Vanguard Group June 2011 - January 2013
Vanguard June 2010 - June 2011
Social Security Administration October 2007 - July 2009
California State University, East Bay January 2008 - June 2009
Access to Software for All People June 1999 - June 2002
Skills
Oracle PL/SQL..., Linux, Backtrack, Penetration Testing, Ethical Hacker, Unix, Unix Shell Scripting, Java Server Faces (JSF), Facelets, PHP, Python, Ruby, Computer Security, Web Application Security, Security, Information Security, Java, Software Development, Microsoft Office, Programming
Education
Strategic Security
Pentester Candidate Program
Strategic Security 2014 — 2014
Web App Pentester Night School
Strategic Security 2014 — 2014
Network Pentester Night School
Strategic Security 2014 — 2014
Python For Security Professionals
University of North Carolina at Charlotte 2010 — 2011
Graduate Certificate, Information Security and Privacy
University of North Carolina at Charlotte 2009 — 2011
Master of Science, Computer Science
California State University-East Bay 2006 — 2009
Bachelor of Science, Computer Science
University of Colorado at Boulder 2008 — 2008
Computer Science
Vanguard January 2013 - Present
The Vanguard Group June 2011 - January 2013
Vanguard June 2010 - June 2011
Social Security Administration October 2007 - July 2009
California State University, East Bay January 2008 - June 2009
Access to Software for All People June 1999 - June 2002
Skills
Oracle PL/SQL..., Linux, Backtrack, Penetration Testing, Ethical Hacker, Unix, Unix Shell Scripting, Java Server Faces (JSF), Facelets, PHP, Python, Ruby, Computer Security, Web Application Security, Security, Information Security, Java, Software Development, Microsoft Office, Programming
Education
Strategic Security
Pentester Candidate Program
Strategic Security 2014 — 2014
Web App Pentester Night School
Strategic Security 2014 — 2014
Network Pentester Night School
Strategic Security 2014 — 2014
Python For Security Professionals
University of North Carolina at Charlotte 2010 — 2011
Graduate Certificate, Information Security and Privacy
University of North Carolina at Charlotte 2009 — 2011
Master of Science, Computer Science
California State University-East Bay 2006 — 2009
Bachelor of Science, Computer Science
University of Colorado at Boulder 2008 — 2008
Computer Science
jennifer esser's Vanguard Experience June 2012 - Present
Job Supervisor at Vanguard
Industry Financial Services
Experience
Vanguard June 2012 - Present
Skills
Team Leadership, Leadership, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Project Management
Education
Grand Canyon University 2013 — 2015
Master of Business Administration (MBA)
Central Connecticut State University 1991 — 1995
Bachelor of Science in Marketing
Vanguard June 2012 - Present
Skills
Team Leadership, Leadership, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Project Management
Education
Grand Canyon University 2013 — 2015
Master of Business Administration (MBA)
Central Connecticut State University 1991 — 1995
Bachelor of Science in Marketing
Rae Ellison's Vanguard Experience May 2004 - September 2005
Job Executive Administrative Assistant at Kelly Services
Industry Hospital & Health Care
Experience
Kelly Services August 2001 - Present
Johnson & Johnson May 2008 - December 2008
The Children's Hospital of Philadelphia 2007 - 2008
Vanguard May 2004 - September 2005
Skills
Expense Reports, Itineraries, Customer Oriented, Communication Skills, Executive Calendar..., Travel Management, Confidentiality, Follow-through Skills, Microsoft Office, Oracle, POS, Groupwise, Lotus Notes, Managing Deadlines
Education
Cazenovia College 1990 — 1991
Kelly Services August 2001 - Present
Johnson & Johnson May 2008 - December 2008
The Children's Hospital of Philadelphia 2007 - 2008
Vanguard May 2004 - September 2005
Skills
Expense Reports, Itineraries, Customer Oriented, Communication Skills, Executive Calendar..., Travel Management, Confidentiality, Follow-through Skills, Microsoft Office, Oracle, POS, Groupwise, Lotus Notes, Managing Deadlines
Education
Cazenovia College 1990 — 1991
Laurie O'Donnell's Vanguard Experience January 2007 - Present
Job Procurement Facilitator at Vanguard
Industry Financial Services
Experience
Vanguard January 2007 - Present
Skills
Contract Negotiation, Negotiation, Risk Management, Organization Skills, Communication, Relationship Management, Relationship Building
Education
California University of Pennsylvania 1997 — 2002
Bachelor's degree, Communication and Media Studies
Central Pennsylvania College 1998 — 2000
Associate's degree, Communication and Media Studies
Vanguard January 2007 - Present
Skills
Contract Negotiation, Negotiation, Risk Management, Organization Skills, Communication, Relationship Management, Relationship Building
Education
California University of Pennsylvania 1997 — 2002
Bachelor's degree, Communication and Media Studies
Central Pennsylvania College 1998 — 2000
Associate's degree, Communication and Media Studies
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments