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
Damon McBeth Damon McBeth's Vanguard Experience January 2011 - Present
Job IT Manager at The Vanguard Group
Industry Information Technology and Services
Experience
Vanguard January 2011 - Present
Vanguard January 2010 - January 2011
Vanguard March 2007 - January 2010
Vanguard November 2006 - March 2007
Vanguard December 2004 - November 2006
Vanguard March 2001 - December 2004
Vanguard August 1998 - March 2001
IBM May 1996 - August 1998
Skills
Change Management, Resource Management, Agile Methodologies, Program Management, Cross-functional Team..., Agile Project Management, IT Portfolio, SDLC, Scrum, Project Management, Leadership, Project Portfolio..., Requirements Analysis, Software Development, Software Project..., Process Improvement, Business Analysis, IT Management, IT Strategy, Integration
Education
Clemson University 1991 — 1996
B.S., Computer Science
Burke High
Vanguard January 2011 - Present
Vanguard January 2010 - January 2011
Vanguard March 2007 - January 2010
Vanguard November 2006 - March 2007
Vanguard December 2004 - November 2006
Vanguard March 2001 - December 2004
Vanguard August 1998 - March 2001
IBM May 1996 - August 1998
Skills
Change Management, Resource Management, Agile Methodologies, Program Management, Cross-functional Team..., Agile Project Management, IT Portfolio, SDLC, Scrum, Project Management, Leadership, Project Portfolio..., Requirements Analysis, Software Development, Software Project..., Process Improvement, Business Analysis, IT Management, IT Strategy, Integration
Education
Clemson University 1991 — 1996
B.S., Computer Science
Burke High
Austin Fix's Vanguard Experience April 2015 - Present
Job Investment Professional at Vanguard
Industry Human Resources
Experience
Vanguard April 2015 - Present
Vanguard October 2013 - April 2015
Vanguard March 2014 - July 2014
Vanguard April 2013 - October 2013
Wells Fargo September 2012 - March 2013
Wells Fargo February 2012 - September 2012
Wells Fargo December 2010 - February 2012
Skills
Employee Benefits, Onboarding, Banking, Human Resources, PeopleSoft, Employee Relations, Benefits Administration, Performance Management, Payroll, Loans, HRIS, Customer Service, Leadership, Finance, Series 7, Customer Experience, Series 63, Team Building
Education
Grand Canyon University 2014 — 2015
Master of Business Administration (M.B.A.), MBA
Northern Arizona University 2011 — 2012
Bachelor of Business Administration (BBA), Business Administration and Management, General
Chandler/Gilbert Community College 2008 — 2010
Associate's degree, Business Administration and Management, General
Vanguard April 2015 - Present
Vanguard October 2013 - April 2015
Vanguard March 2014 - July 2014
Vanguard April 2013 - October 2013
Wells Fargo September 2012 - March 2013
Wells Fargo February 2012 - September 2012
Wells Fargo December 2010 - February 2012
Skills
Employee Benefits, Onboarding, Banking, Human Resources, PeopleSoft, Employee Relations, Benefits Administration, Performance Management, Payroll, Loans, HRIS, Customer Service, Leadership, Finance, Series 7, Customer Experience, Series 63, Team Building
Education
Grand Canyon University 2014 — 2015
Master of Business Administration (M.B.A.), MBA
Northern Arizona University 2011 — 2012
Bachelor of Business Administration (BBA), Business Administration and Management, General
Chandler/Gilbert Community College 2008 — 2010
Associate's degree, Business Administration and Management, General
Heather Rosselle Heather Rosselle's Vanguard Experience September 2009 - November 2011
Job Compliance and Marketing Professional
Industry Financial Services
Experience
Deutsche Bank October 2014 - Present
LPL Financial September 2013 - August 2014
PIMCO August 2012 - September 2013
Vanguard September 2009 - November 2011
Vanguard July 2006 - September 2009
Skills
Financial Services, Policy, Compliance, Banking, Private Equity, Hedge Funds, ETFs, Risk Management, Investment Management, Legal Writing, SEC, Institutional...
Education
University of Pennsylvania 2004 — 2009
MSOD, Masters in Organizational Dynamics
Chestnut Hill College 1991 — 1995
Bachelor of Science, Political Science
Deutsche Bank October 2014 - Present
LPL Financial September 2013 - August 2014
PIMCO August 2012 - September 2013
Vanguard September 2009 - November 2011
Vanguard July 2006 - September 2009
Skills
Financial Services, Policy, Compliance, Banking, Private Equity, Hedge Funds, ETFs, Risk Management, Investment Management, Legal Writing, SEC, Institutional...
Education
University of Pennsylvania 2004 — 2009
MSOD, Masters in Organizational Dynamics
Chestnut Hill College 1991 — 1995
Bachelor of Science, Political Science
Eve Dovalis Eve Dovalis's Vanguard Experience April 2014 - Present
Job
Industry Financial Services
Experience
Vanguard April 2014 - Present
Vanguard May 2011 - April 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Public Speaking, HTML, Strategic Planning, Finance, Investments, Banking, Financial Services, Series 63, Mutual Funds, Series 7, Relationship Management, Credit, Real Estate, Team Building, Sales, Time Management, Process Improvement, Equities, Loans, CRM, Credit Analysis, Small Business, Project Management, Securities, Access, Data Analysis, Financial Analysis, Leadership
Education
City Colleges of Chicago-Wilbur Wright College 1980 — 1982
Associate of Arts (AA), Psychology
Vanguard April 2014 - Present
Vanguard May 2011 - April 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Public Speaking, HTML, Strategic Planning, Finance, Investments, Banking, Financial Services, Series 63, Mutual Funds, Series 7, Relationship Management, Credit, Real Estate, Team Building, Sales, Time Management, Process Improvement, Equities, Loans, CRM, Credit Analysis, Small Business, Project Management, Securities, Access, Data Analysis, Financial Analysis, Leadership
Education
City Colleges of Chicago-Wilbur Wright College 1980 — 1982
Associate of Arts (AA), Psychology
Joseph Latona's Vanguard Experience August 2014 - October 2014
Job Account Operations Specialist at AssetMark
Industry Management Consulting
Experience
Vanguard August 2014 - October 2014
emzm March 2013 - May 2014
Sport Chalet December 2009 - July 2012
Small World Toys November 2011 - December 2011
Skills
Teamwork, Customer Service, Social Media Marketing, Time Management, Business Development, Problem Solving, Google Adwords, WordPress, Leadership, Merchandising
Education
University of Arizona 2012 — 2014
Bachelor's Degree, Business Administration, Management and Operations
Chandler/Gilbert Community College 2010 — 2012
Associate's Degree, Pre-Business
Vanguard August 2014 - October 2014
emzm March 2013 - May 2014
Sport Chalet December 2009 - July 2012
Small World Toys November 2011 - December 2011
Skills
Teamwork, Customer Service, Social Media Marketing, Time Management, Business Development, Problem Solving, Google Adwords, WordPress, Leadership, Merchandising
Education
University of Arizona 2012 — 2014
Bachelor's Degree, Business Administration, Management and Operations
Chandler/Gilbert Community College 2010 — 2012
Associate's Degree, Pre-Business
Michelene Williams Nicholas Michelene Williams Nicholas's Vanguard Experience March 2012 - November 2012
Job Financial Advisor at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management January 2013 - Present
Vanguard March 2012 - November 2012
Rollover Securities May 2009 - March 2012
TIAA-CREF June 2001 - September 2008
Skills
401k, 403 b, CRM, Wealth Management, Prospecting Skills, Call Centers, Relationship Management, Employee Training, Leadership, Cold Calling, Supervisory Experience, Trading, ERISA, Property & Casualty..., Siebel, Consultative Selling..., Brokerage, Qualified Retirement..., Investment Advisory, Mutual Funds, Retirement Planning, Defined Contribution, Defined Benefit, Variable Annuities
Education
Central Piedmont Community College
AS in Business, Business Administration, 4.0
Kaplan Financial 2010 — 2013
NASD/FINRA Training for Series 6, 7, 63, 65
Central Piedmont Community College
Real Estate & All Producer Insurance Licenses
University of North Carolina at Charlotte
Bachelor of Business Administration (BBA), Finance in Belk Business School
UBS Wealth Management January 2013 - Present
Vanguard March 2012 - November 2012
Rollover Securities May 2009 - March 2012
TIAA-CREF June 2001 - September 2008
Skills
401k, 403 b, CRM, Wealth Management, Prospecting Skills, Call Centers, Relationship Management, Employee Training, Leadership, Cold Calling, Supervisory Experience, Trading, ERISA, Property & Casualty..., Siebel, Consultative Selling..., Brokerage, Qualified Retirement..., Investment Advisory, Mutual Funds, Retirement Planning, Defined Contribution, Defined Benefit, Variable Annuities
Education
Central Piedmont Community College
AS in Business, Business Administration, 4.0
Kaplan Financial 2010 — 2013
NASD/FINRA Training for Series 6, 7, 63, 65
Central Piedmont Community College
Real Estate & All Producer Insurance Licenses
University of North Carolina at Charlotte
Bachelor of Business Administration (BBA), Finance in Belk Business School
Lashonda Gaddy's Vanguard Experience January 2003 - 2005
Job Financial Analyst at Georgia Department of Revenue
Industry Government Administration
Experience
Georgia Department of Revenue June 2005 - Present
Vanguard January 2003 - 2005
BankOne May 1995 - January 2003
Skills
QuickBooks, Business Analysis, Payroll, Tax, Finance, SAP, Access, PeopleSoft, Financial Accounting, Microsoft Excel, Internal Controls, Sales Tax, Withholding Tax, Individual Income tax, Fraud Detection, Online Fraud, Fraud Prevention, Training, Outlook, Customer Service, Leadership, Policy, Team Leadership, PowerPoint, Team Building, Data Entry, Process Improvement, Microsoft Word, Microsoft Office, Program Management
Education
Bauder 2012 — 2016
Bachelor's degree, Criminal Justice and Corrections
Central Piedmont Community College 1996 — 1997
InformationTechnology, Information Technology
East Mecklenburg High School 1991 — 1993
Georgia Department of Revenue June 2005 - Present
Vanguard January 2003 - 2005
BankOne May 1995 - January 2003
Skills
QuickBooks, Business Analysis, Payroll, Tax, Finance, SAP, Access, PeopleSoft, Financial Accounting, Microsoft Excel, Internal Controls, Sales Tax, Withholding Tax, Individual Income tax, Fraud Detection, Online Fraud, Fraud Prevention, Training, Outlook, Customer Service, Leadership, Policy, Team Leadership, PowerPoint, Team Building, Data Entry, Process Improvement, Microsoft Word, Microsoft Office, Program Management
Education
Bauder 2012 — 2016
Bachelor's degree, Criminal Justice and Corrections
Central Piedmont Community College 1996 — 1997
InformationTechnology, Information Technology
East Mecklenburg High School 1991 — 1993
Matthew Norden's Vanguard Experience September 2013 - Present
Job Investment Professional at Vanguard
Industry Financial Services
Experience
Vanguard September 2013 - Present
East Bay Sailing Foundation June 2012 - August 2012
East Bay Sailing Foundation June 2011 - August 2011
Dance Marathon at the University of Michigan September 2010 - April 2011
East Bay Sailing Foundation June 2010 - August 2010
East Bay Sailing Foundation May 2008 - August 2009
Education
Tuck School of Business at Dartmouth 2013 — 2013
University of Michigan 2009 — 2013
Bachelor of Arts (BA), Economics
Charles University in Prague 2012 — 2012
Vanguard September 2013 - Present
East Bay Sailing Foundation June 2012 - August 2012
East Bay Sailing Foundation June 2011 - August 2011
Dance Marathon at the University of Michigan September 2010 - April 2011
East Bay Sailing Foundation June 2010 - August 2010
East Bay Sailing Foundation May 2008 - August 2009
Education
Tuck School of Business at Dartmouth 2013 — 2013
University of Michigan 2009 — 2013
Bachelor of Arts (BA), Economics
Charles University in Prague 2012 — 2012
Kent Larson's Vanguard Experience July 1996 - Present
Job Department Head
Industry Financial Services
Experience
Vanguard July 1996 - Present
Skills
Qualified Retirement..., 401k, Project Management, Data Conversion, Kaizen, Series 6, Mutual Funds, Defined Benefit, Leadership, Series 7, Retirement, Process Improvement, Relationship Management, FINRA, Financial Services, Investments, Securities
Education
St. Joseph's University 2011 — 2013
Master of Business Administration (M.B.A.), Finance, General
Clarion University of Pennsylvania 1992 — 1996
Finance
University of South Carolina-Columbia 1990 — 1991
Vanguard July 1996 - Present
Skills
Qualified Retirement..., 401k, Project Management, Data Conversion, Kaizen, Series 6, Mutual Funds, Defined Benefit, Leadership, Series 7, Retirement, Process Improvement, Relationship Management, FINRA, Financial Services, Investments, Securities
Education
St. Joseph's University 2011 — 2013
Master of Business Administration (M.B.A.), Finance, General
Clarion University of Pennsylvania 1992 — 1996
Finance
University of South Carolina-Columbia 1990 — 1991
Tim Wertz Tim Wertz's Vanguard Experience February 1996 - January 2008
Job Technology management
Industry Information Technology and Services
Experience
Retired January 2008 - Present
Vanguard February 1996 - January 2008
Plum November 1997 - April 2000
Meridian Bank April 1994 - February 1996
Skills
Sales Management, New Business Development, Customer Service, Strategic Planning, Account Management, Microsoft Excel, Microsoft Office, Team Building, Business Development, Business Analysis, Leadership, Process Improvement, Management, Program Management, Sales, Project Management
Education
Clarion University of Pennsylvania 1978 — 1982
MBA, Information systems, finance
Retired January 2008 - Present
Vanguard February 1996 - January 2008
Plum November 1997 - April 2000
Meridian Bank April 1994 - February 1996
Skills
Sales Management, New Business Development, Customer Service, Strategic Planning, Account Management, Microsoft Excel, Microsoft Office, Team Building, Business Development, Business Analysis, Leadership, Process Improvement, Management, Program Management, Sales, Project Management
Education
Clarion University of Pennsylvania 1978 — 1982
MBA, Information systems, finance
Thomas Colvin's Vanguard Experience September 2005 - July 2009
Job Currently taking offers.
Industry Financial Services
Experience
- Freelance June 2014 - Present
Edward Jones November 2009 - May 2014
Vanguard September 2005 - July 2009
Prudential Financial July 2003 - September 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Finance, Mutual Funds, Retirement, 401k, Series 7, Insurance, Life Insurance, Financial Planning, Investments, Sales
Education
Chemeketa Community College 1993 — 1995
undergraduate work, General Studies
- Freelance June 2014 - Present
Edward Jones November 2009 - May 2014
Vanguard September 2005 - July 2009
Prudential Financial July 2003 - September 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Finance, Mutual Funds, Retirement, 401k, Series 7, Insurance, Life Insurance, Financial Planning, Investments, Sales
Education
Chemeketa Community College 1993 — 1995
undergraduate work, General Studies
Evan Conner's Vanguard Experience July 2014 - September 2014
Job HR Recruiting Specialist for the City of Charlotte
Industry Human Resources
Experience
City of Charlotte July 2015 - Present
Corporate Traffic Inc March 2015 - July 2015
Vanguard July 2014 - September 2014
BI-LO May 2013 - May 2014
Dollar Tree Stores December 2012 - May 2013
Dollar General May 2012 - August 2012
Tronco’s Special Events Catering June 2011 - August 2011
Skills
Customer Service, Management, Microsoft Office, Recruiting, Teamwork, Sales, PowerPoint, Time Management, Public Speaking, Social Media, Social Networking, Retail, Human Resources
Education
Claflin University 2010 — 2014
Bachelor's of Science, Management
Huntsville High
City of Charlotte July 2015 - Present
Corporate Traffic Inc March 2015 - July 2015
Vanguard July 2014 - September 2014
BI-LO May 2013 - May 2014
Dollar Tree Stores December 2012 - May 2013
Dollar General May 2012 - August 2012
Tronco’s Special Events Catering June 2011 - August 2011
Skills
Customer Service, Management, Microsoft Office, Recruiting, Teamwork, Sales, PowerPoint, Time Management, Public Speaking, Social Media, Social Networking, Retail, Human Resources
Education
Claflin University 2010 — 2014
Bachelor's of Science, Management
Huntsville High
Michelle Daniel Michelle Daniel's Vanguard Experience September 1995 - October 2000
Job Audit Manager, Vice President at TD
Industry Banking
Experience
TD July 2011 - Present
CHAN May 2006 - June 2008
Penn Mutual October 2004 - October 2005
Wells Fargo (formally Wachovia Corporation) November 2000 - October 2004
Vanguard September 1995 - October 2000
Clover Department Stores May 1994 - September 1995
Skills
Internal Controls, SOX Compliancy, AML, Risk Assessment, Enterprise Risk..., COSO ERM, Project Management, Microsoft Office, Retail Banking, Commercial Banking, Mutual Funds, Broker-Dealer, Auditing, Financial Risk, Sarbanes-Oxley Act, Internal Audit, Anti Money Laundering, Financial Analysis, Risk Management, Financial Services, Finance, Banking
Education
Eastern University 1997 — 1999
Master of Business Administration (MBA), Business Administration and Management, General
Chestnut Hill College 1990 — 1994
Bachelor of Arts (B.A.), Management and Accounting
TD July 2011 - Present
CHAN May 2006 - June 2008
Penn Mutual October 2004 - October 2005
Wells Fargo (formally Wachovia Corporation) November 2000 - October 2004
Vanguard September 1995 - October 2000
Clover Department Stores May 1994 - September 1995
Skills
Internal Controls, SOX Compliancy, AML, Risk Assessment, Enterprise Risk..., COSO ERM, Project Management, Microsoft Office, Retail Banking, Commercial Banking, Mutual Funds, Broker-Dealer, Auditing, Financial Risk, Sarbanes-Oxley Act, Internal Audit, Anti Money Laundering, Financial Analysis, Risk Management, Financial Services, Finance, Banking
Education
Eastern University 1997 — 1999
Master of Business Administration (MBA), Business Administration and Management, General
Chestnut Hill College 1990 — 1994
Bachelor of Arts (B.A.), Management and Accounting
Josh Willoughby Josh Willoughby's Vanguard Experience June 2012 - May 2014
Job Strategic Initiatives
Industry Retail
Experience
Southeastern Grocers August 2015 - Present
Vanguard June 2012 - May 2014
Palmetto Utilities May 2010 - August 2010
Skills
Financial Analysis, Microsoft Excel, Investments, Leadership, Microsoft Office, Financial Modeling, PowerPoint, Asset Allocation, Portfolio Management, Bloomberg, Series 63, Corporate Finance, Series 7, Mutual Funds, Public Speaking, Finance, Strategy, Excel, Client Education, Client Development, Research, Microsoft Word, Customer Service, Data Analysis, Fundraising
Education
University of Notre Dame - Mendoza College of Business 2014 — 2015
Master of Business Administration (M.B.A.), Investment Management
Clemson University 2008 — 2012
Bachelor of Science (B.S.), Finance and Financial Management Services
Clemson University - College of Business and Behavioral Science 2008 — 2012
Bachelor of Science, Financial Management, Senior
Munich University of Applied Sciences 2011 — 2011
Summer School, International Business, A
National Outdoor Leadership School (NOLS) 2009 — 2009
Leadership/Wilderness Survival, A
Southeastern Grocers August 2015 - Present
Vanguard June 2012 - May 2014
Palmetto Utilities May 2010 - August 2010
Skills
Financial Analysis, Microsoft Excel, Investments, Leadership, Microsoft Office, Financial Modeling, PowerPoint, Asset Allocation, Portfolio Management, Bloomberg, Series 63, Corporate Finance, Series 7, Mutual Funds, Public Speaking, Finance, Strategy, Excel, Client Education, Client Development, Research, Microsoft Word, Customer Service, Data Analysis, Fundraising
Education
University of Notre Dame - Mendoza College of Business 2014 — 2015
Master of Business Administration (M.B.A.), Investment Management
Clemson University 2008 — 2012
Bachelor of Science (B.S.), Finance and Financial Management Services
Clemson University - College of Business and Behavioral Science 2008 — 2012
Bachelor of Science, Financial Management, Senior
Munich University of Applied Sciences 2011 — 2011
Summer School, International Business, A
National Outdoor Leadership School (NOLS) 2009 — 2009
Leadership/Wilderness Survival, A
Quentin J McHenry, REALTOR®, PPMC® Quentin J McHenry, REALTOR®, PPMC®'s Vanguard Experience December 2000 - November 2007
Job Real Estate Sales Professional at Keller Willams Realty
Industry Real Estate
Experience
Keller Willams Realty April 2014 - Present
Saunders Financial November 2013 - Present
Charles Schwab December 2011 - November 2013
Niche Financial Consulting, LLC July 2009 - December 2011
Mutual of America 2011 - 2011
Deloitte Consulting LLP December 2007 - June 2009
Vanguard December 2000 - November 2007
TIAA-CREF 1998 - 2000
Skills
Financial Services, Retirement Planning, Series 63, Investments, Retirement, Risk Management, Strategic Financial..., Strategy, Pensions, Defined Contribution, Mutual Funds, Series 7, CRM, 401k
Education
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2009
MBA, General
Christopher Newport University 1987 — 1990
Bachelors of Science, Business Administration
Hampton University
Keller Willams Realty April 2014 - Present
Saunders Financial November 2013 - Present
Charles Schwab December 2011 - November 2013
Niche Financial Consulting, LLC July 2009 - December 2011
Mutual of America 2011 - 2011
Deloitte Consulting LLP December 2007 - June 2009
Vanguard December 2000 - November 2007
TIAA-CREF 1998 - 2000
Skills
Financial Services, Retirement Planning, Series 63, Investments, Retirement, Risk Management, Strategic Financial..., Strategy, Pensions, Defined Contribution, Mutual Funds, Series 7, CRM, 401k
Education
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2009
MBA, General
Christopher Newport University 1987 — 1990
Bachelors of Science, Business Administration
Hampton University
Lauren McGreevy Lauren McGreevy's Vanguard Experience June 2015 - Present
Job Flagship Associate at Vanguard
Industry Financial Services
Experience
Vanguard June 2015 - Present
AgFirst Farm Credit Bank May 2012 - August 2012
Skills
Leadership, Microsoft Word, Marketing, Microsoft Applications, Microsoft Excel, Human Resources, Social Media, Social Networking, Microsoft Publisher, Interviewing Skills, Behavioral Interviewing, Management, Interviews, PowerPoint
Education
Clemson University 2011 — 2015
Bachelor of Science (B.S.), Management; Human Resources
Clemson University - College of Business and Behavioral Science 2011 — 2015
Bachelor of Science (B.S.), Human Resources Management/Personnel Administration, General
Vanguard June 2015 - Present
AgFirst Farm Credit Bank May 2012 - August 2012
Skills
Leadership, Microsoft Word, Marketing, Microsoft Applications, Microsoft Excel, Human Resources, Social Media, Social Networking, Microsoft Publisher, Interviewing Skills, Behavioral Interviewing, Management, Interviews, PowerPoint
Education
Clemson University 2011 — 2015
Bachelor of Science (B.S.), Management; Human Resources
Clemson University - College of Business and Behavioral Science 2011 — 2015
Bachelor of Science (B.S.), Human Resources Management/Personnel Administration, General
Brett George Brett George's Vanguard Experience May 2014 - August 2014
Job Software Engineering Intern at Google
Industry Computer Software
Experience
Google May 2015 - Present
Clemson University August 2014 - April 2015
Vanguard May 2014 - August 2014
Skills
Software Development, Java, C++, SQL, iOS Development, Swift, Python, JavaScript, C, Objective-C, PHP, Machine Learning, Natural Language..., Linux, Selenium WebDriver, Agile Methodologies
Education
Clemson University 2012 — 2016
Bachelor of Science (BS), Major: Computer Science, Minor: Mathematics
Google May 2015 - Present
Clemson University August 2014 - April 2015
Vanguard May 2014 - August 2014
Skills
Software Development, Java, C++, SQL, iOS Development, Swift, Python, JavaScript, C, Objective-C, PHP, Machine Learning, Natural Language..., Linux, Selenium WebDriver, Agile Methodologies
Education
Clemson University 2012 — 2016
Bachelor of Science (BS), Major: Computer Science, Minor: Mathematics
Koren Clark's Vanguard Experience January 2000 - July 2002
Job Quality Assurance Technical Consultant at Montgomery Early Learning Centers
Industry Education Management
Experience
Montgomery Early Learning Centers November 2012 - Present
The Girl Scouts of Eastern Pennsylvania May 2012 - August 2012
Bright Horizons November 2006 - May 2012
Kiddie Academy July 2006 - November 2006
Nobel Learning Communities October 2002 - July 2006
SEI July 2002 - October 2002
Vanguard January 2000 - July 2002
Skills
Trainers, Supervision, Program Management, Program Evaluation, Observation, Feedback, Multi Tasking, Organizational..., Training Programme..., Training Delivery, Data Entry, Communication, Coaching, Child Development, Fundraising, Early Childhood..., Training
Education
Chestnut Hill College 2009 — 2012
Master's degree, Administration of Human Services
Montgomery County Community College 2006 — 2009
Associate of Arts (A.A.), Early Childhood Education and Teaching
West Chester University of Pennsylvania 1992 — 1996
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Montgomery Early Learning Centers November 2012 - Present
The Girl Scouts of Eastern Pennsylvania May 2012 - August 2012
Bright Horizons November 2006 - May 2012
Kiddie Academy July 2006 - November 2006
Nobel Learning Communities October 2002 - July 2006
SEI July 2002 - October 2002
Vanguard January 2000 - July 2002
Skills
Trainers, Supervision, Program Management, Program Evaluation, Observation, Feedback, Multi Tasking, Organizational..., Training Programme..., Training Delivery, Data Entry, Communication, Coaching, Child Development, Fundraising, Early Childhood..., Training
Education
Chestnut Hill College 2009 — 2012
Master's degree, Administration of Human Services
Montgomery County Community College 2006 — 2009
Associate of Arts (A.A.), Early Childhood Education and Teaching
West Chester University of Pennsylvania 1992 — 1996
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Hieu Vu's Vanguard Experience November 2010 - February 2013
Job
Industry Design
Experience
Vanguard November 2010 - February 2013
AUTOBELL Car Wash April 2005 - September 2010
Skills
Marketing, Networking, Profit, Customer Service, Vietnamese, Social Networking, Financial Analysis, Strategic Financial..., Investments, Facebook, Bloomberg, Recruiting, Leadership, Coaching, Customer Satisfaction, Finance
Education
University of North Carolina at Charlotte 2007 — 2010
Bachelor of Science, Business Administration, Management
Central Piedmont Community College 2005 — 2007
Associate of Science, Business
Vanguard November 2010 - February 2013
AUTOBELL Car Wash April 2005 - September 2010
Skills
Marketing, Networking, Profit, Customer Service, Vietnamese, Social Networking, Financial Analysis, Strategic Financial..., Investments, Facebook, Bloomberg, Recruiting, Leadership, Coaching, Customer Satisfaction, Finance
Education
University of North Carolina at Charlotte 2007 — 2010
Bachelor of Science, Business Administration, Management
Central Piedmont Community College 2005 — 2007
Associate of Science, Business
Shumon Rahman,MBA,PMP Shumon Rahman,MBA,PMP's Vanguard Experience December 2006 - September 2009
Job Program Management (PMO) Consultant
Industry Financial Services
Experience
Independent Consultant September 2009 - Present
Vanguard December 2006 - September 2009
Citi February 2002 - December 2006
Skills
Agile Methodologies, Agile Coach, Falcon 6, Blaze Advisor, Program Management, Analysis, PMO, SDLC, Cross-functional Team..., Business Analysis, Quality Assurance, Project Planning, PMP, SharePoint, Six Sigma, Management, VBScript, Visio, Requirements Analysis, Process Improvement, Scrum, Software Project..., Software Quality..., Microsoft Office, MS Project, Quality Center, Requirements Gathering, Waterfall, Business Process..., IT Strategy, Portfolio Management, Fraud Management, Big data analysis, Risk Management, Integration, MS Office Suite, Business Requirements, Tenrox, Leadership, Management Consulting, Metrics, SQL Server, Clarity, PlanView, Team Leadership, Resource Management, Business Process Design, Essbase, Microsoft SQL Server, Project Management
Education
Drexel University 2009 — 2011
MBA, Finance & Marketing
City University of New York 1999 — 2004
BBA, Corporate Finance & Applied Mathematics
Manhattan Comprehensive High School 1997 — 1999
High School Diploma, English and Science
Independent Consultant September 2009 - Present
Vanguard December 2006 - September 2009
Citi February 2002 - December 2006
Skills
Agile Methodologies, Agile Coach, Falcon 6, Blaze Advisor, Program Management, Analysis, PMO, SDLC, Cross-functional Team..., Business Analysis, Quality Assurance, Project Planning, PMP, SharePoint, Six Sigma, Management, VBScript, Visio, Requirements Analysis, Process Improvement, Scrum, Software Project..., Software Quality..., Microsoft Office, MS Project, Quality Center, Requirements Gathering, Waterfall, Business Process..., IT Strategy, Portfolio Management, Fraud Management, Big data analysis, Risk Management, Integration, MS Office Suite, Business Requirements, Tenrox, Leadership, Management Consulting, Metrics, SQL Server, Clarity, PlanView, Team Leadership, Resource Management, Business Process Design, Essbase, Microsoft SQL Server, Project Management
Education
Drexel University 2009 — 2011
MBA, Finance & Marketing
City University of New York 1999 — 2004
BBA, Corporate Finance & Applied Mathematics
Manhattan Comprehensive High School 1997 — 1999
High School Diploma, English and Science
Tyler Eck Tyler Eck's Vanguard Experience July 2014 - Present
Job Vanguard Service Administrator
Industry Financial Services
Experience
Vanguard July 2014 - Present
Vanguard February 2013 - July 2014
ThinkAhead of Empower Clemson July 2010 - December 2010
Skills
Data Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, Access, PowerPoint, Sales, Music Videos, Public Speaking, Customer Service, Finance, Leadership, Social Media, Time Management
Education
Clemson University 2005 — 2010
BA, Political Science
Great Valley High School 2001 — 2005
Vanguard July 2014 - Present
Vanguard February 2013 - July 2014
ThinkAhead of Empower Clemson July 2010 - December 2010
Skills
Data Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, Access, PowerPoint, Sales, Music Videos, Public Speaking, Customer Service, Finance, Leadership, Social Media, Time Management
Education
Clemson University 2005 — 2010
BA, Political Science
Great Valley High School 2001 — 2005
Adrienne Monley's Vanguard Experience February 2012 - June 2013
Job Chief of Staff, Legal and Compliance Division at Vanguard
Industry Financial Services
Experience
Vanguard February 2012 - June 2013
Simmons College -- School of Management August 2010 - December 2011
Vanguard June 2011 - August 2011
CSF Consulting May 2010 - October 2010
Mercer July 2010 - September 2010
Towers Watson (formerly Towers Perrin) June 2006 - May 2010
Skills
Strategic Planning, Management Consulting, Organizational Behavior, Employee Engagement, Developing Client..., Communication Strategy, Public Speaking, Market Research, Focus Groups, Recruitment/Retention, Change Management, Strategic Communications, Corporate Communications, CRM, Organizational..., Talent Management, Negotiation, Leadership, Human Resources, Leadership Development
Education
Simmons School of Management 2010 — 2011
Master of Business Administration (MBA)
University of Rochester 2002 — 2006
Bachelor of Arts
University of Rochester - William E. Simon Graduate School of Business Administration 2002 — 2006
Undergraduate Business Coursework
Charles University in Prague 2005 — 2005
Undergraduate Study Abroad
Universitat d'Alacant 2005 — 2005
Undergraduate Study Abroad
Wilmington Friends School 1990 — 2002
Elementary, Middle and High School Diplomas
Vanguard February 2012 - June 2013
Simmons College -- School of Management August 2010 - December 2011
Vanguard June 2011 - August 2011
CSF Consulting May 2010 - October 2010
Mercer July 2010 - September 2010
Towers Watson (formerly Towers Perrin) June 2006 - May 2010
Skills
Strategic Planning, Management Consulting, Organizational Behavior, Employee Engagement, Developing Client..., Communication Strategy, Public Speaking, Market Research, Focus Groups, Recruitment/Retention, Change Management, Strategic Communications, Corporate Communications, CRM, Organizational..., Talent Management, Negotiation, Leadership, Human Resources, Leadership Development
Education
Simmons School of Management 2010 — 2011
Master of Business Administration (MBA)
University of Rochester 2002 — 2006
Bachelor of Arts
University of Rochester - William E. Simon Graduate School of Business Administration 2002 — 2006
Undergraduate Business Coursework
Charles University in Prague 2005 — 2005
Undergraduate Study Abroad
Universitat d'Alacant 2005 — 2005
Undergraduate Study Abroad
Wilmington Friends School 1990 — 2002
Elementary, Middle and High School Diplomas
Rose Zuccarello Rose Zuccarello's Vanguard Experience 2001 - 2003
Job Account Manager
Industry Marketing and Advertising
Experience
Johnson & Johnson 2013 - 2014
Synthes/Johnson & Johnson 2007 - 2013
Synthes 2003 - 2007
Vanguard 2001 - 2003
Synthes 1997 - 2001
Skills
Marketing Strategy, Integrated Marketing, Marketing, Online Marketing, Product Launch, Medical Devices, Product Management, Adobe Acrobat, Adobe Creative Suite, Graphic Design, Marketing Communications, Brand Development, Graphics, Management, Product Development, Digital Marketing, Cross-functional Team..., Brand Management
Education
West Virginia University 2011 — 2013
Master of Science (MS), Integrated Marketing Communications, 4.0 GPA
Chestnut Hill College
Bachelor of Arts (BA), Studio Art
Johnson & Johnson 2013 - 2014
Synthes/Johnson & Johnson 2007 - 2013
Synthes 2003 - 2007
Vanguard 2001 - 2003
Synthes 1997 - 2001
Skills
Marketing Strategy, Integrated Marketing, Marketing, Online Marketing, Product Launch, Medical Devices, Product Management, Adobe Acrobat, Adobe Creative Suite, Graphic Design, Marketing Communications, Brand Development, Graphics, Management, Product Development, Digital Marketing, Cross-functional Team..., Brand Management
Education
West Virginia University 2011 — 2013
Master of Science (MS), Integrated Marketing Communications, 4.0 GPA
Chestnut Hill College
Bachelor of Arts (BA), Studio Art
Julie Loveland's Vanguard Experience July 2015 - Present
Job Client Relationship Specialist at Vanguard
Industry Marketing and Advertising
Experience
Vanguard July 2015 - Present
Self-employed January 2005 - August 2015
Vanguard May 2014 - August 2014
The Hoffman Group June 2013 - August 2013
Hollister Co. August 2010 - August 2011
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Basic Spanish, PowerPoint, Public Speaking, Market Research, Presentations, Facebook, Social Media, Sales, Teamwork, Spanish, Leadership, Time Management, Customer Service
Education
Villanova University 2011 — 2015
Bachelor's degree, Marketing and Real Estate
City University London 2013 — 2013
Bachelor's degree, Study Abroad
Immaculata High School 2007 — 2011
Vanguard July 2015 - Present
Self-employed January 2005 - August 2015
Vanguard May 2014 - August 2014
The Hoffman Group June 2013 - August 2013
Hollister Co. August 2010 - August 2011
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Basic Spanish, PowerPoint, Public Speaking, Market Research, Presentations, Facebook, Social Media, Sales, Teamwork, Spanish, Leadership, Time Management, Customer Service
Education
Villanova University 2011 — 2015
Bachelor's degree, Marketing and Real Estate
City University London 2013 — 2013
Bachelor's degree, Study Abroad
Immaculata High School 2007 — 2011
Caitlin Toohey Caitlin Toohey's Vanguard Experience May 2015 - Present
Job Vanguard Retail Client Processing Associate
Industry Financial Services
Experience
Vanguard May 2015 - Present
Abington School District May 2013 - Present
Ruth's Chris Steak House November 2009 - Present
Skills
Elementary Education, Customer Service, Classroom Management
Education
Chestnut Hill College 2010 — 2012
Bachelor of Science (B.S.), Elementary Education and Teaching
Vanguard May 2015 - Present
Abington School District May 2013 - Present
Ruth's Chris Steak House November 2009 - Present
Skills
Elementary Education, Customer Service, Classroom Management
Education
Chestnut Hill College 2010 — 2012
Bachelor of Science (B.S.), Elementary Education and Teaching
Shannon Crawford Walker Shannon Crawford Walker's Vanguard Experience January 2011 - August 2013
Job Manager of Membership and Annual Giving at Harvey B. Gantt Center
Industry Nonprofit Organization Management
Experience
Harvey B. Gantt Center for African-American Arts + Culture September 2015 - Present
Arts and Science Council Charlotte-Mecklenburg August 2013 - September 2015
Vanguard January 2011 - August 2013
United Way of Southeastern Pennsylvania February 2003 - December 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets, Training, Nonprofits, Fundraising, Management, Leadership Development
Education
Eastern University 2006 — 2008
Master's degree, Non-Profit Management
Clark Atlanta University 1998 — 2002
Bachelor of Arts (BA), Mass Communication - Public Relations
Harvey B. Gantt Center for African-American Arts + Culture September 2015 - Present
Arts and Science Council Charlotte-Mecklenburg August 2013 - September 2015
Vanguard January 2011 - August 2013
United Way of Southeastern Pennsylvania February 2003 - December 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets, Training, Nonprofits, Fundraising, Management, Leadership Development
Education
Eastern University 2006 — 2008
Master's degree, Non-Profit Management
Clark Atlanta University 1998 — 2002
Bachelor of Arts (BA), Mass Communication - Public Relations
Kathleen Leavesley Kathleen Leavesley's Vanguard Experience May 2007 - October 2007
Job SVP, Affiliate Marketing Director at Fifth Third Bank
Industry Marketing and Advertising
Experience
Fifth Third Bank February 2009 - Present
Fifth Third Bank February 2009 - Present
Investment Advisors and Commercial October 2007 - Present
Various Agencies October 2007 - Present
Vanguard May 2007 - October 2007
Asset Management Services June 2003 - February 2007
Direct Investor Services Marketing Research January 2002 - May 2003
Direct Investor Services June 2001 - January 2002
Strategic Technology Research May 1998 - June 2001
Advanta Corporation March 1991 - April 1998
Skills
Marketing Strategy, Leadership, New Business Development, Market Research, Management, Marketing, Strategic Planning, Marketing Management, Strategy, Event Planning, Program Management, Sales, Public Relations
Education
Chestnut Hill College
BS, Marketing
Fifth Third Bank February 2009 - Present
Fifth Third Bank February 2009 - Present
Investment Advisors and Commercial October 2007 - Present
Various Agencies October 2007 - Present
Vanguard May 2007 - October 2007
Asset Management Services June 2003 - February 2007
Direct Investor Services Marketing Research January 2002 - May 2003
Direct Investor Services June 2001 - January 2002
Strategic Technology Research May 1998 - June 2001
Advanta Corporation March 1991 - April 1998
Skills
Marketing Strategy, Leadership, New Business Development, Market Research, Management, Marketing, Strategic Planning, Marketing Management, Strategy, Event Planning, Program Management, Sales, Public Relations
Education
Chestnut Hill College
BS, Marketing
Jim MacEachern Jim MacEachern's Vanguard Experience December 2012 - July 2014
Job Senior Aerospace Science Instructor at AF JROTC
Industry Primary/Secondary Education
Experience
AFJROTC August 2014 - Present
Vanguard December 2012 - July 2014
Vanguard August 2011 - December 2012
Global Auto Processing Services January 2011 - April 2011
United States Air Force July 2004 - September 2008
United States Air Force August 2001 - July 2004
United States Air Force April 1997 - August 2001
United States Air Force April 1994 - April 1997
United States Air Force June 1983 - April 1994
Skills
Organizational..., Team Building, Cross-functional Team..., Leadership Development, Process Improvement, Military, Security Clearance, Strategy, Analysis, Team Leadership, Logistics, Talent Management, Recruiting, Military Experience, Series 7, Continuous Improvement, Time Management, Integration, Management, Contract Management, Mergers & Acquisitions, Government, Defense, Budgets, Employee Relations, Military Training, Procurement, Employee Benefits, Coaching, Customer Service, Human Resources, Employee Training
Education
Central Michigan University 1995 — 1996
Masters of Science, Administration
University of Maryland University College 1989 — 1993
BS, Business & Management
USAF Academic Instructor School
Adult Learning
West Chester University of Pennsylvania
M. Ed, Secondary Education (pursuing)
AFJROTC August 2014 - Present
Vanguard December 2012 - July 2014
Vanguard August 2011 - December 2012
Global Auto Processing Services January 2011 - April 2011
United States Air Force July 2004 - September 2008
United States Air Force August 2001 - July 2004
United States Air Force April 1997 - August 2001
United States Air Force April 1994 - April 1997
United States Air Force June 1983 - April 1994
Skills
Organizational..., Team Building, Cross-functional Team..., Leadership Development, Process Improvement, Military, Security Clearance, Strategy, Analysis, Team Leadership, Logistics, Talent Management, Recruiting, Military Experience, Series 7, Continuous Improvement, Time Management, Integration, Management, Contract Management, Mergers & Acquisitions, Government, Defense, Budgets, Employee Relations, Military Training, Procurement, Employee Benefits, Coaching, Customer Service, Human Resources, Employee Training
Education
Central Michigan University 1995 — 1996
Masters of Science, Administration
University of Maryland University College 1989 — 1993
BS, Business & Management
USAF Academic Instructor School
Adult Learning
West Chester University of Pennsylvania
M. Ed, Secondary Education (pursuing)
Robert Lay Robert Lay's Vanguard Experience August 2010 - August 2014
Job Resident Coordinator at Temple University
Industry Education Management
Experience
Temple University August 2014 - Present
NABA Philadelphia August 2012 - August 2014
Vanguard August 2010 - August 2014
Vanguard August 2010 - August 2011
Highmark May 2009 - August 2009
Skills
Auditing, Accounting, Finance, Analysis, Forecasting, Internal Audit, Management, Account Reconciliation, Financial Analysis, PowerPoint, Internal Controls, SharePoint, Marketing, Access, Physical Training, Cash Flow, IT Audit, Enterprise Risk..., Program Development, Microsoft Excel, Microsoft Office, Financial Reporting, Public Speaking, Leadership
Education
Temple University 2014 — 2015
Master of Education (M.Ed.), Educational Leadership and Administration, General
Cheyney University of Pennsylvania 2006 — 2010
BA, Accounting
Temple University August 2014 - Present
NABA Philadelphia August 2012 - August 2014
Vanguard August 2010 - August 2014
Vanguard August 2010 - August 2011
Highmark May 2009 - August 2009
Skills
Auditing, Accounting, Finance, Analysis, Forecasting, Internal Audit, Management, Account Reconciliation, Financial Analysis, PowerPoint, Internal Controls, SharePoint, Marketing, Access, Physical Training, Cash Flow, IT Audit, Enterprise Risk..., Program Development, Microsoft Excel, Microsoft Office, Financial Reporting, Public Speaking, Leadership
Education
Temple University 2014 — 2015
Master of Education (M.Ed.), Educational Leadership and Administration, General
Cheyney University of Pennsylvania 2006 — 2010
BA, Accounting
Nancy Brout's Vanguard Experience January 2015 - March 2015
Job Writer | Editor | Proofreader | Presentations | Resumes: Your Words Perfected
Industry Writing and Editing
Experience
Gap International March 2015 - Present
WordsPerfected 1993 - Present
Vanguard January 2015 - March 2015
The Penn Mutual Life Insurance Company 1993 - 2013
Greater Philadelphia Chamber of Commerce 1986 - 1993
Education
University of Pennsylvania
M.S.Ed., Psychological Services/Counseling Psychology
Clark University
B.A., Psychology and Sociology
Gap International March 2015 - Present
WordsPerfected 1993 - Present
Vanguard January 2015 - March 2015
The Penn Mutual Life Insurance Company 1993 - 2013
Greater Philadelphia Chamber of Commerce 1986 - 1993
Education
University of Pennsylvania
M.S.Ed., Psychological Services/Counseling Psychology
Clark University
B.A., Psychology and Sociology
Alicia Hatter's Vanguard Experience October 2014 - Present
Job Sr. User Experience Researcher at Vanguard
Industry Financial Services
Experience
Vanguard October 2014 - Present
Vanguard March 2014 - October 2014
Vanguard June 2011 - March 2014
Clemson University English Department August 2008 - May 2011
Skills
Usability Testing, User Research, Contextual Inquiry, Technical Communication, Heuristic Evaluation, Mobile Design, User-centered Design, Multimedia, Technical Writing, User Experience Design, Information Design, User Interface Design, Web Design, Task Analysis, Card Sorting, Persona, Mobile Applications, Qualitative Research
Education
Clemson University 2007 — 2011
Ph.D., Rhetorics, Communication, & Information Design
Georgia State University 2004 — 2007
MA, Literary Studies, Technical Communication
College of Charleston 2000 — 2004
BA, English
Immaculate Heart of Mary 1986 — 1996
Vanguard October 2014 - Present
Vanguard March 2014 - October 2014
Vanguard June 2011 - March 2014
Clemson University English Department August 2008 - May 2011
Skills
Usability Testing, User Research, Contextual Inquiry, Technical Communication, Heuristic Evaluation, Mobile Design, User-centered Design, Multimedia, Technical Writing, User Experience Design, Information Design, User Interface Design, Web Design, Task Analysis, Card Sorting, Persona, Mobile Applications, Qualitative Research
Education
Clemson University 2007 — 2011
Ph.D., Rhetorics, Communication, & Information Design
Georgia State University 2004 — 2007
MA, Literary Studies, Technical Communication
College of Charleston 2000 — 2004
BA, English
Immaculate Heart of Mary 1986 — 1996
Brittnay Glover Brittnay Glover's Vanguard Experience June 2014 - August 2014
Job Territory Manager at InTouch Insight Systems
Industry Marketing and Advertising
Experience
In-Touch Insight Systems July 2015 - Present
Carolina Mobility Sales September 2014 - July 2015
Vanguard June 2014 - August 2014
BI-LO May 2013 - May 2014
Chick-fil-A September 2012 - May 2014
Claflin University August 2010 - May 2014
United Negro College Fund February 2013 - February 2014
United Negro College Fund February 2012 - February 2013
Office of the Governor, State of South Carolina May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Exchange, Microsoft Office 2007, Microsoft Publisher, Public Relations, Pitch Letters, Press Releases, Letters to the Editor, Policy Writing, Press Office, Marketing, Leadership, Facebook, Media Relations, Time Management, Advertising, Management, Internal Communications, Social Media, Public Speaking, Microsoft Office, PowerPoint, Event Planning, Research, Editing
Education
Liberty University 2015 — 2017
Master of Business Administration (M.B.A.), Public Relations
Claflin University 2010 — 2014
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Claflin University 2010 — 2014
Bachelor of Science (B.S.), Marketing
In-Touch Insight Systems July 2015 - Present
Carolina Mobility Sales September 2014 - July 2015
Vanguard June 2014 - August 2014
BI-LO May 2013 - May 2014
Chick-fil-A September 2012 - May 2014
Claflin University August 2010 - May 2014
United Negro College Fund February 2013 - February 2014
United Negro College Fund February 2012 - February 2013
Office of the Governor, State of South Carolina May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Exchange, Microsoft Office 2007, Microsoft Publisher, Public Relations, Pitch Letters, Press Releases, Letters to the Editor, Policy Writing, Press Office, Marketing, Leadership, Facebook, Media Relations, Time Management, Advertising, Management, Internal Communications, Social Media, Public Speaking, Microsoft Office, PowerPoint, Event Planning, Research, Editing
Education
Liberty University 2015 — 2017
Master of Business Administration (M.B.A.), Public Relations
Claflin University 2010 — 2014
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Claflin University 2010 — 2014
Bachelor of Science (B.S.), Marketing
Maureen Rayburn's Vanguard Experience 2008 - 2010
Job Copywriter at QVC
Industry Retail
Experience
QVC November 2011 - Present
QVC November 2010 - November 2011
Vanguard 2008 - 2010
Vanguard 2006 - 2008
Vanguard 2004 - 2006
Main Line Health 2002 - 2004
Skills
Copywriting, Social Media, Editing, Copy Editing, Content Management, Web Content, Leadership, Blogging, Project Management, Newsletters, CRM, Social Networking, Social Media Marketing, Marketing Communications, Digital Media, Advertising
Education
Chatham University 2015 — 2016
Master of Professional Writing, Web Content Development, In progress
Immaculata University
Bachelor of Arts (B.A.), Human Performance Management, Magna Cum Laude
QVC November 2011 - Present
QVC November 2010 - November 2011
Vanguard 2008 - 2010
Vanguard 2006 - 2008
Vanguard 2004 - 2006
Main Line Health 2002 - 2004
Skills
Copywriting, Social Media, Editing, Copy Editing, Content Management, Web Content, Leadership, Blogging, Project Management, Newsletters, CRM, Social Networking, Social Media Marketing, Marketing Communications, Digital Media, Advertising
Education
Chatham University 2015 — 2016
Master of Professional Writing, Web Content Development, In progress
Immaculata University
Bachelor of Arts (B.A.), Human Performance Management, Magna Cum Laude
Kristi Desepoli's Vanguard Experience January 2013 - April 2014
Job Internal Wholesaler
Industry Financial Services
Experience
Vanguard January 2013 - April 2014
Northwestern Mutual March 2012 - January 2013
Campus Special May 2011 - January 2012
Desepoli Wealth Management January 2008 - January 2011
Meschutt Beach County Park May 2007 - August 2010
Skills
Life & Health Insurance..., Retirement Planning, Life Insurance, Disability Insurance, Term Life Insurance, Cold Calling, Wealth Management, Selling, Sales, Account Management, Marketing, Sales Process, Finance, Insurance, Investments, Series 7, Series 63
Education
Clemson University 2009 — 2012
Bachelor of Science (B.S.), Financial Management and Accounting
Clemson University - College of Business and Behavioral Science 2009 — 2012
Bachelor of Science (BS), Finance and Financial Management Services, Accounting
University of Rhode Island - College of Business Administration 2008 — 2009
Finance
Center Moriches High School 2004 — 2008
Vanguard January 2013 - April 2014
Northwestern Mutual March 2012 - January 2013
Campus Special May 2011 - January 2012
Desepoli Wealth Management January 2008 - January 2011
Meschutt Beach County Park May 2007 - August 2010
Skills
Life & Health Insurance..., Retirement Planning, Life Insurance, Disability Insurance, Term Life Insurance, Cold Calling, Wealth Management, Selling, Sales, Account Management, Marketing, Sales Process, Finance, Insurance, Investments, Series 7, Series 63
Education
Clemson University 2009 — 2012
Bachelor of Science (B.S.), Financial Management and Accounting
Clemson University - College of Business and Behavioral Science 2009 — 2012
Bachelor of Science (BS), Finance and Financial Management Services, Accounting
University of Rhode Island - College of Business Administration 2008 — 2009
Finance
Center Moriches High School 2004 — 2008
Juan Magaña Juan Magaña's Vanguard Experience May 2014 - Present
Job High Net Worth Relationship Administrator at Vanguard
Industry Financial Services
Experience
Vanguard May 2014 - Present
Vanguard January 2013 - May 2014
Dr. Albert J. Schmitt DMD 2008 - December 2012
Parker KV Pneumatics March 2008 - August 2008
United States Navy January 2004 - January 2008
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Corporate Finance, Spanish, Economics, Series 7, Series 63, Teamwork, Investments, Financial Analysis, Public Speaking, Customer Service, Finance, Leadership, Research, Time Management, Financial Modeling
Education
West Chester University of Pennsylvania 2009 — 2012
Bachelors of Science, Finance and Economics, 3.67
Central Texas College 2006 — 2006
General Studies, 3.56
Work Center Supervisor Training 2005 — 2005
Certificate of Completion, Supervisor Training
Vanguard May 2014 - Present
Vanguard January 2013 - May 2014
Dr. Albert J. Schmitt DMD 2008 - December 2012
Parker KV Pneumatics March 2008 - August 2008
United States Navy January 2004 - January 2008
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Corporate Finance, Spanish, Economics, Series 7, Series 63, Teamwork, Investments, Financial Analysis, Public Speaking, Customer Service, Finance, Leadership, Research, Time Management, Financial Modeling
Education
West Chester University of Pennsylvania 2009 — 2012
Bachelors of Science, Finance and Economics, 3.67
Central Texas College 2006 — 2006
General Studies, 3.56
Work Center Supervisor Training 2005 — 2005
Certificate of Completion, Supervisor Training
James Daymon James Daymon's Vanguard Experience February 1990 - September 1996
Job Business Owner at Daymon Contracting, LLC
Industry
Experience
Daymon Contracting, LLC February 2012 - Present
Vanguard February 1990 - September 1996
Skills
Microsoft Word, Microsoft Excel, Public Speaking, Microsoft Office
Education
Chestnut Hill College 1993 — 1996
Master's of Education, Elementary Education and Teaching
Penn State University 1985 — 1988
Bachelor of Science, Finance, minor Economics
Central Bucks West High School 1981 — 1984
Daymon Contracting, LLC February 2012 - Present
Vanguard February 1990 - September 1996
Skills
Microsoft Word, Microsoft Excel, Public Speaking, Microsoft Office
Education
Chestnut Hill College 1993 — 1996
Master's of Education, Elementary Education and Teaching
Penn State University 1985 — 1988
Bachelor of Science, Finance, minor Economics
Central Bucks West High School 1981 — 1984
Jerame Smalls Jerame Smalls's Vanguard Experience June 2014 - September 2014
Job Operations MBA Program Intern at Bank of America
Industry Banking
Experience
Army National Guard October 2010 - Present
Bank of America June 2015 - August 2015
Enterprise Rent-A-Car September 2014 - April 2015
Vanguard June 2014 - September 2014
Claflin University August 2013 - May 2014
Claflin University August 2013 - May 2014
Army National Guard May 2013 - August 2013
Chick-fil-A Corporate May 2012 - August 2013
Skills
Time Management, Student Affairs, Leadership, Management, Program Management, Teamwork, Human Resources, Sales, Public Speaking, Military Experience, Professional Mentoring, Resume Writing, Training, Leadership Development, Team Leadership, Marketing, Team Building
Education
Claflin University 2015 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, Concentration: Finance, 3.6 GPA
Claflin University 2009 — 2014
Bachelor of Science (BS), Business Administration: Sociology Minor, 3.7 Career GPA
Garrett Academy of Technology 2005 — 2009
High School, Culinary Arts, 3.3 Career GPA
Army National Guard October 2010 - Present
Bank of America June 2015 - August 2015
Enterprise Rent-A-Car September 2014 - April 2015
Vanguard June 2014 - September 2014
Claflin University August 2013 - May 2014
Claflin University August 2013 - May 2014
Army National Guard May 2013 - August 2013
Chick-fil-A Corporate May 2012 - August 2013
Skills
Time Management, Student Affairs, Leadership, Management, Program Management, Teamwork, Human Resources, Sales, Public Speaking, Military Experience, Professional Mentoring, Resume Writing, Training, Leadership Development, Team Leadership, Marketing, Team Building
Education
Claflin University 2015 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, Concentration: Finance, 3.6 GPA
Claflin University 2009 — 2014
Bachelor of Science (BS), Business Administration: Sociology Minor, 3.7 Career GPA
Garrett Academy of Technology 2005 — 2009
High School, Culinary Arts, 3.3 Career GPA
edric russell sr edric russell sr's Vanguard Experience June 1999 - August 2010
Job 5th Grade Chair and Instructor Kennedy Charter at Elon Homes & Schools for Children
Industry Primary/Secondary Education
Experience
Elon Homes & Schools for Children August 2013 - Present
Charlotte Mecklenburg Schools December 2010 - Present
FC Carolina Alliance May 2012 - Present
United States Soccer Federation July 2011 - Present
Vanguard June 1999 - August 2010
Vanguard June 1999 - August 2010
Vanguard June 1999 - August 2010
VANGUARD June 1999 - August 2010
NC PUBLIC SCHOOLS / GA PUBLIC SCHOOLS January 1994 - April 1999
London Borough of January 1994 - March 1999
Skills
Investments, Leadership, Coaching, Process Improvement, Strategic Planning, Management
Education
Clark Atlanta University
Master of Arts, Curriculum & Instruction
Clark Atlanta University 1996 — 1998
Master of Arts, Education
Georgia State University
Bachelor of Science
Manhattan Community
Associate, Applied Science Corporate and Cable Communication
COMMUNITY
Elon Homes & Schools for Children August 2013 - Present
Charlotte Mecklenburg Schools December 2010 - Present
FC Carolina Alliance May 2012 - Present
United States Soccer Federation July 2011 - Present
Vanguard June 1999 - August 2010
Vanguard June 1999 - August 2010
Vanguard June 1999 - August 2010
VANGUARD June 1999 - August 2010
NC PUBLIC SCHOOLS / GA PUBLIC SCHOOLS January 1994 - April 1999
London Borough of January 1994 - March 1999
Skills
Investments, Leadership, Coaching, Process Improvement, Strategic Planning, Management
Education
Clark Atlanta University
Master of Arts, Curriculum & Instruction
Clark Atlanta University 1996 — 1998
Master of Arts, Education
Georgia State University
Bachelor of Science
Manhattan Community
Associate, Applied Science Corporate and Cable Communication
COMMUNITY
Dan Phelps Dan Phelps's Vanguard Experience August 1992 - November 1994
Job VP Social Media at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price April 2010 - Present
Dan Phelps Photography January 1999 - Present
T. Rowe Price March 2007 - September 2011
Apex Inflatable Boats - Annapolis 2000 - 2004
Legg Mason 1997 - 2000
Thomson Financial - Wiesenberger 1995 - 1997
Thomson Financial November 1994 - 1995
Vanguard August 1992 - November 1994
Skills
Digital Photography, Microsoft Excel, Social Media, Social Media Marketing, Social Media Measurement, Entrepreneurship, Fundraising, Public Relations, Marketing, Strategy, Strategic Communications, Advertising, Online Marketing
Education
University of Maryland - Robert H. Smith School of Business 2005 — 2007
MBA, Marketing
Clarkson University 1988 — 1992
BS, Finance
T. Rowe Price April 2010 - Present
Dan Phelps Photography January 1999 - Present
T. Rowe Price March 2007 - September 2011
Apex Inflatable Boats - Annapolis 2000 - 2004
Legg Mason 1997 - 2000
Thomson Financial - Wiesenberger 1995 - 1997
Thomson Financial November 1994 - 1995
Vanguard August 1992 - November 1994
Skills
Digital Photography, Microsoft Excel, Social Media, Social Media Marketing, Social Media Measurement, Entrepreneurship, Fundraising, Public Relations, Marketing, Strategy, Strategic Communications, Advertising, Online Marketing
Education
University of Maryland - Robert H. Smith School of Business 2005 — 2007
MBA, Marketing
Clarkson University 1988 — 1992
BS, Finance
Arthur Bick Arthur Bick's Vanguard Experience March 2014 - June 2015
Job Senior .Net Developer NC Triangle and Triad
Industry Computer Software
Experience
Vanguard March 2014 - June 2015
Wells Fargo April 2013 - December 2013
Hanesbrands Inc. October 2012 - April 2013
NC Central Cancer Registry June 2011 - June 2012
QuarterLine Consulting Services October 2010 - May 2011
Wells Fargo February 2010 - July 2010
NC Employment Security Commission October 2008 - February 2009
ChannelAdvisor April 2008 - June 2008
Employment Security Commission September 2007 - March 2008
backgroundchecks.com February 2007 - July 2007
Education
California State University Hayward 1976 — 1978
MSBA, Operations Research
City University of New York-Brooklyn College
Bachelor of Arts (B.A.), Psychology, Foreign Languages, Philosophy
Vanguard March 2014 - June 2015
Wells Fargo April 2013 - December 2013
Hanesbrands Inc. October 2012 - April 2013
NC Central Cancer Registry June 2011 - June 2012
QuarterLine Consulting Services October 2010 - May 2011
Wells Fargo February 2010 - July 2010
NC Employment Security Commission October 2008 - February 2009
ChannelAdvisor April 2008 - June 2008
Employment Security Commission September 2007 - March 2008
backgroundchecks.com February 2007 - July 2007
Education
California State University Hayward 1976 — 1978
MSBA, Operations Research
City University of New York-Brooklyn College
Bachelor of Arts (B.A.), Psychology, Foreign Languages, Philosophy
Adam Rosenthal Adam Rosenthal's Vanguard Experience September 2012 - Present
Job
Industry Financial Services
Experience
Vanguard September 2012 - Present
Eton Park Capital Management May 2009 - August 2012
UBS Investment Bank February 2008 - May 2009
UBS August 2005 - February 2008
Ernst & Young LLP January 1995 - July 2005
Skills
Certified Public..., Operational Risk..., Operational Risk, Process Improvement, Information Security, Hedge Funds, Derivatives, Capital Markets, Investment Banking, Fixed Income, Asset Managment, Equities, Risk Management, Market Risk, Financial Risk, Enterprise Risk..., Valuation, Internal Controls, Credit, Asset Management, Alternative Investments, Credit Derivatives, Financial Services
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA
City University of New York-Brooklyn College 1990 — 1994
BS
University of Pennsylvania - The Wharton School
Vanguard September 2012 - Present
Eton Park Capital Management May 2009 - August 2012
UBS Investment Bank February 2008 - May 2009
UBS August 2005 - February 2008
Ernst & Young LLP January 1995 - July 2005
Skills
Certified Public..., Operational Risk..., Operational Risk, Process Improvement, Information Security, Hedge Funds, Derivatives, Capital Markets, Investment Banking, Fixed Income, Asset Managment, Equities, Risk Management, Market Risk, Financial Risk, Enterprise Risk..., Valuation, Internal Controls, Credit, Asset Management, Alternative Investments, Credit Derivatives, Financial Services
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA
City University of New York-Brooklyn College 1990 — 1994
BS
University of Pennsylvania - The Wharton School
Jessie M. Holmes's Vanguard Experience January 1998 - September 2001
Job Client Account Manager
Industry Financial Services
Experience
Wells Fargo May 2015 - Present
The Newport Group March 2013 - May 2015
TIAA-CREF October 2003 - June 2008
Vanguard January 1998 - September 2001
Skills
Retirement, Pensions, Wealth Management, Retirement Planning, 401k, Mutual Funds, Series 63, Series 7, Asset Allocation, Series 6, Financial Services, Securities, Investment Advisory, IRAs, Microsoft Excel, PowerPoint, Investment Strategies, Training, Deferred Compensation
Education
Loyola University Chicago School of Law 2014 — 2016
Master of Jurisprudence, Business Law & Corporate Compliance
Central Piedmont Community College 2012 — 2013
Paralegal Certification, Legal Assistant/Paralegal
University of North Carolina at Charlotte 2009 — 2011
Bachelor's degree, Criminal Justice/ Political Science
North Carolina Central University 1989 — 1994
Biology, Biology, General
Wells Fargo May 2015 - Present
The Newport Group March 2013 - May 2015
TIAA-CREF October 2003 - June 2008
Vanguard January 1998 - September 2001
Skills
Retirement, Pensions, Wealth Management, Retirement Planning, 401k, Mutual Funds, Series 63, Series 7, Asset Allocation, Series 6, Financial Services, Securities, Investment Advisory, IRAs, Microsoft Excel, PowerPoint, Investment Strategies, Training, Deferred Compensation
Education
Loyola University Chicago School of Law 2014 — 2016
Master of Jurisprudence, Business Law & Corporate Compliance
Central Piedmont Community College 2012 — 2013
Paralegal Certification, Legal Assistant/Paralegal
University of North Carolina at Charlotte 2009 — 2011
Bachelor's degree, Criminal Justice/ Political Science
North Carolina Central University 1989 — 1994
Biology, Biology, General
Chris Mihok Chris Mihok's Vanguard Experience May 2009 - August 2009
Job Investment Banking Associate at Keefe, Bruyette & Woods
Industry Investment Banking
Experience
Keefe, Bruyette & Woods February 2013 - Present
Keefe, Bruyette & Woods July 2010 - February 2013
Vanguard May 2009 - August 2009
Valley Forge Financial Group June 2008 - August 2008
Education
University of Richmond 2006 — 2010
Bachelor of Science in Business Administration, Finance and Accounting
Charles University in Prague 2008 — 2008
Economics
Conestoga High School
Keefe, Bruyette & Woods February 2013 - Present
Keefe, Bruyette & Woods July 2010 - February 2013
Vanguard May 2009 - August 2009
Valley Forge Financial Group June 2008 - August 2008
Education
University of Richmond 2006 — 2010
Bachelor of Science in Business Administration, Finance and Accounting
Charles University in Prague 2008 — 2008
Economics
Conestoga High School
Jonathan Kish's Vanguard Experience May 2007 - March 2011
Job Chief Executive Officer of Queen Street Hospitality Management
Industry Food & Beverages
Experience
Queen Street Hospitality Management February 2014 - Present
Queen Street Hospitality October 2012 - January 2014
Toms Thumb Fresh Market September 2011 - October 2012
Tenacious Ventures March 2011 - September 2011
Vanguard May 2007 - March 2011
Wells Fargo June 2006 - June 2007
Skills
Management, Microsoft Office, Sales, Finance, Business Strategy, Marketing, Microsoft Excel, Microsoft Word, Project Management, Hospitality
Education
Clemson University 2002 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
Queen Street Hospitality Management February 2014 - Present
Queen Street Hospitality October 2012 - January 2014
Toms Thumb Fresh Market September 2011 - October 2012
Tenacious Ventures March 2011 - September 2011
Vanguard May 2007 - March 2011
Wells Fargo June 2006 - June 2007
Skills
Management, Microsoft Office, Sales, Finance, Business Strategy, Marketing, Microsoft Excel, Microsoft Word, Project Management, Hospitality
Education
Clemson University 2002 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
Roosevelt Dawkins III Roosevelt Dawkins III's Vanguard Experience December 1999 - February 2012
Job Business Metrics Manager (Strategic Sourcing) at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2015 - Present
York Technical College August 2008 - Present
The Vanguard Group February 2012 - February 2015
Vanguard December 1999 - February 2012
Skills
Six Sigma, Visual Basic, Agile Methodologies, Visio, SharePoint, Management, Access, SQL, SDLC, Microsoft Office, Coaching, CRM, Databases, Business Analysis, Data Analysis, Process Improvement, Project Management, Analysis, Software Documentation, Business Intelligence
Education
University of Phoenix-Charlotte Campus 2004 — 2006
Master of Business Administration (MBA), Computer/Information Technology Administration and Management
Charleston Southern University 1993 — 1997
Bachelor of Science (BS), Management Information Systems, General
Gaffney High School
TIAA-CREF March 2015 - Present
York Technical College August 2008 - Present
The Vanguard Group February 2012 - February 2015
Vanguard December 1999 - February 2012
Skills
Six Sigma, Visual Basic, Agile Methodologies, Visio, SharePoint, Management, Access, SQL, SDLC, Microsoft Office, Coaching, CRM, Databases, Business Analysis, Data Analysis, Process Improvement, Project Management, Analysis, Software Documentation, Business Intelligence
Education
University of Phoenix-Charlotte Campus 2004 — 2006
Master of Business Administration (MBA), Computer/Information Technology Administration and Management
Charleston Southern University 1993 — 1997
Bachelor of Science (BS), Management Information Systems, General
Gaffney High School
Julia Saunders Julia Saunders's Vanguard Experience August 2008 - August 2013
Job Worker's Compensation Adjuster & Hospice CNA
Industry Insurance
Experience
Selective Insurance August 2014 - Present
Levine Dickson Hospice House January 2013 - Present
MetLife August 2013 - July 2014
Vanguard August 2008 - August 2013
United American Insurance August 2007 - August 2008
Travelers August 2003 - May 2007
Presbyterian Healthcare August 2001 - August 2003
Skills
Call Centers, Process Improvement, Series 7, Investments, Investment Advisory, Retirement Planning, Asset Allocation, Wealth Management, Financial Advisory, Investment Management, Wealth Management..., 401k Rollovers, Bonds, Financial Planners, Asset Management, Trading, 401k, Portfolio Management, ETFs, Wealth, Data Entry, FINRA, Retirement, Employee Relations, Financial Services, Employee Benefits, Health Insurance, IRAs, Disability Insurance, Time Management, Cold Calling, Talent Acquisition, Healthcare, Defined Benefit, Claim, Sales, Life Insurance, Building Relationships, Customer Service, Finance, High Net Worth..., Banking, Relationship Management, Leadership, Training, Series 6
Education
Central Piedmont Community College 2005 — 2006
Certificate, Human Resource Generalist
Virginia Western Community College
Selective Insurance August 2014 - Present
Levine Dickson Hospice House January 2013 - Present
MetLife August 2013 - July 2014
Vanguard August 2008 - August 2013
United American Insurance August 2007 - August 2008
Travelers August 2003 - May 2007
Presbyterian Healthcare August 2001 - August 2003
Skills
Call Centers, Process Improvement, Series 7, Investments, Investment Advisory, Retirement Planning, Asset Allocation, Wealth Management, Financial Advisory, Investment Management, Wealth Management..., 401k Rollovers, Bonds, Financial Planners, Asset Management, Trading, 401k, Portfolio Management, ETFs, Wealth, Data Entry, FINRA, Retirement, Employee Relations, Financial Services, Employee Benefits, Health Insurance, IRAs, Disability Insurance, Time Management, Cold Calling, Talent Acquisition, Healthcare, Defined Benefit, Claim, Sales, Life Insurance, Building Relationships, Customer Service, Finance, High Net Worth..., Banking, Relationship Management, Leadership, Training, Series 6
Education
Central Piedmont Community College 2005 — 2006
Certificate, Human Resource Generalist
Virginia Western Community College
Heidi Hudson Heidi Hudson's Vanguard Experience March 2015 - Present
Job Business Development Supervisor at Vanguard
Industry Financial Services
Experience
Vanguard March 2015 - Present
Vanguard July 2011 - Present
Vanguard October 2012 - March 2015
Vanguard June 2011 - October 2012
Vanguard April 2010 - June 2011
Heritage Classic Foundation May 2009 - August 2009
Verizon Heritage PGA TOUR Event May 2009 - August 2009
Skills
Event Planning, Sales, Investments, Series 63, Leadership, Management, Customer Service, Finance, Series 7
Education
Clemson University 2006 — 2009
Bachelor of Arts, Communication Studies
Vanguard March 2015 - Present
Vanguard July 2011 - Present
Vanguard October 2012 - March 2015
Vanguard June 2011 - October 2012
Vanguard April 2010 - June 2011
Heritage Classic Foundation May 2009 - August 2009
Verizon Heritage PGA TOUR Event May 2009 - August 2009
Skills
Event Planning, Sales, Investments, Series 63, Leadership, Management, Customer Service, Finance, Series 7
Education
Clemson University 2006 — 2009
Bachelor of Arts, Communication Studies
Timothy Six, CFA Timothy Six, CFA's Vanguard Experience February 2014 - June 2015
Job Analytic Attribution Analyst at Babson Capital Management
Industry Financial Services
Experience
Babson Capital Management June 2015 - Present
Vanguard February 2014 - June 2015
Vanguard June 2012 - February 2014
Vanguard August 2013 - December 2013
The Vanguard Group July 2011 - June 2012
Merrill Lynch May 2010 - August 2010
Skills
Series 7, Series 63, Asset Allocation, Mutual Funds, ETFs, Equity Research Analysis, Fixed Income, Portfolio Management, Financial Analysis, Financial Accounting, Indexing
Education
Clemson University 2007 — 2011
Bachelor of Science (B.S.), Finance, General
Babson Capital Management June 2015 - Present
Vanguard February 2014 - June 2015
Vanguard June 2012 - February 2014
Vanguard August 2013 - December 2013
The Vanguard Group July 2011 - June 2012
Merrill Lynch May 2010 - August 2010
Skills
Series 7, Series 63, Asset Allocation, Mutual Funds, ETFs, Equity Research Analysis, Fixed Income, Portfolio Management, Financial Analysis, Financial Accounting, Indexing
Education
Clemson University 2007 — 2011
Bachelor of Science (B.S.), Finance, General
Jennifer VandenHaute Jennifer VandenHaute's Vanguard Experience July 2015 - Present
Job Investment Professional at Vanguard
Industry Financial Services
Experience
Vanguard July 2015 - Present
Central Michigan University September 2012 - May 2015
State of Michigan Department of Technology, Management and Budget July 2014 - January 2015
Tractor Supply Company July 2010 - August 2014
Kroger May 2013 - August 2013
Skills
Event Planning, Recruiting, Sales, Customer Service, Teamwork, Public Speaking, Economic Research, Team Leadership, Time Management, Organization, Motivation, Social Media, Social Media Marketing, Research, PowerPoint, Financial Research
Education
Central Michigan University 2011 — 2015
Bachelor of Science in Business Administration, Economics, Senior
Vanguard July 2015 - Present
Central Michigan University September 2012 - May 2015
State of Michigan Department of Technology, Management and Budget July 2014 - January 2015
Tractor Supply Company July 2010 - August 2014
Kroger May 2013 - August 2013
Skills
Event Planning, Recruiting, Sales, Customer Service, Teamwork, Public Speaking, Economic Research, Team Leadership, Time Management, Organization, Motivation, Social Media, Social Media Marketing, Research, PowerPoint, Financial Research
Education
Central Michigan University 2011 — 2015
Bachelor of Science in Business Administration, Economics, Senior
Steven Peralta's Vanguard Experience July 2015 - Present
Job Analyst at Vanguard
Industry Financial Services
Experience
Vanguard July 2015 - Present
Education
Dartmouth College 2011 — 2015
Bachelor of Arts (B.A.)
Italia Idea in Rome, Italy 2015 — 2015
Dartmouth Advanced Italian Language Study Aboard Program
Harvard Business School 2014 — 2014
Certificate
Charles University in Prague 2014 — 2014
Associação Cultural Brasil-Estados Unidos in Salvador, Brazil 2012 — 2012
Dartmouth Portuguese Language Study Aboard Program
Ankara Üniversitesi TÖMER in Istanbul, Turkey 2011 — 2011
The National Security Language Initiative for Youth Scholarship
Princeton University 2010 — 2010
Vanguard July 2015 - Present
Education
Dartmouth College 2011 — 2015
Bachelor of Arts (B.A.)
Italia Idea in Rome, Italy 2015 — 2015
Dartmouth Advanced Italian Language Study Aboard Program
Harvard Business School 2014 — 2014
Certificate
Charles University in Prague 2014 — 2014
Associação Cultural Brasil-Estados Unidos in Salvador, Brazil 2012 — 2012
Dartmouth Portuguese Language Study Aboard Program
Ankara Üniversitesi TÖMER in Istanbul, Turkey 2011 — 2011
The National Security Language Initiative for Youth Scholarship
Princeton University 2010 — 2010
Brittany Battle-Lias Brittany Battle-Lias's Vanguard Experience
Job Broker Associate at Vanguard
Industry Financial Services
Experience
Vanguard
Skills
Investments, Customer Service, Finance, Leadership, Microsoft Excel, Microsoft Office, Relationship Management, Financial Analysis, Financial Modeling, Nonprofits
Education
Southern New Hampshire University 2015 — 2016
Cheyney University of Pennsylvania 2007 — 2011
Bachelor of Business Administration (BBA), Finance, General
Vanguard
Skills
Investments, Customer Service, Finance, Leadership, Microsoft Excel, Microsoft Office, Relationship Management, Financial Analysis, Financial Modeling, Nonprofits
Education
Southern New Hampshire University 2015 — 2016
Cheyney University of Pennsylvania 2007 — 2011
Bachelor of Business Administration (BBA), Finance, General
Daryll Claxton, CFP®'s Vanguard Experience March 2011 - Present
Job Client Relationship Administrator High Networth Clients at Vanguard
Industry Financial Services
Experience
Vanguard March 2011 - Present
Vanguard June 2007 - February 2011
Skills
401k, Series 63, Series 7, Certified Financial..., Investments, Investment Advisory, Relationship Management, Finance, Financial Planning, IRAs, ETFs, Financial Advisory, FINRA, Asset Management, Mutual Funds
Education
Villanova University 2014 — 2016
Master of Business Administration (MBA)
Cheyney University of Pennsylvania
Bachelor of Science (B.S.), Business Administration and Management, General
Vanguard March 2011 - Present
Vanguard June 2007 - February 2011
Skills
401k, Series 63, Series 7, Certified Financial..., Investments, Investment Advisory, Relationship Management, Finance, Financial Planning, IRAs, ETFs, Financial Advisory, FINRA, Asset Management, Mutual Funds
Education
Villanova University 2014 — 2016
Master of Business Administration (MBA)
Cheyney University of Pennsylvania
Bachelor of Science (B.S.), Business Administration and Management, General
Aubrey Boyd's Vanguard Experience August 2015 - Present
Job Investment Professional
Industry Financial Services
Experience
Vanguard August 2015 - Present
Edible Arrangements May 2013 - July 2015
Edible Arrangements July 2009 - May 2013
Skills
Spanish, Public Speaking, Organizing, Problem Solving, Time Management, Music Industry, Teamwork, Social Networking, Administration, Critical Thinking, Training, Event Planning, Data Entry, Social Media Marketing, Social Media, Customer Service
Education
Messiah College 2010 — 2014
Bachelor of Science (B.S.), Business Administration and Management, General
City University of Seattle
Temple University
Vanguard August 2015 - Present
Edible Arrangements May 2013 - July 2015
Edible Arrangements July 2009 - May 2013
Skills
Spanish, Public Speaking, Organizing, Problem Solving, Time Management, Music Industry, Teamwork, Social Networking, Administration, Critical Thinking, Training, Event Planning, Data Entry, Social Media Marketing, Social Media, Customer Service
Education
Messiah College 2010 — 2014
Bachelor of Science (B.S.), Business Administration and Management, General
City University of Seattle
Temple University
Jovan Ellis Jovan Ellis's Vanguard Experience June 2009 - August 2009
Job Assistant Director of Admissions | Interactive Designer
Industry Computer Games
Experience
The Emergent Media Center December 2013 - August 2014
The Emergent Media Center May 2012 - May 2013
Champlain College August 2012 - April 2013
The Emergent Media Center January 2012 - April 2012
The Emergent Media Center January 2011 - August 2011
Manny and Phil's Pub June 2010 - July 2011
The Emergent Media Center September 2010 - January 2011
The Emergent Media Center September 2009 - September 2010
Vanguard June 2009 - August 2009
Education
Champlain College 2013 — 2017
Master of Fine Arts (MFA)
Champlain College 2009 — 2013
Bachelors of Science in Game Design
The Emergent Media Center December 2013 - August 2014
The Emergent Media Center May 2012 - May 2013
Champlain College August 2012 - April 2013
The Emergent Media Center January 2012 - April 2012
The Emergent Media Center January 2011 - August 2011
Manny and Phil's Pub June 2010 - July 2011
The Emergent Media Center September 2010 - January 2011
The Emergent Media Center September 2009 - September 2010
Vanguard June 2009 - August 2009
Education
Champlain College 2013 — 2017
Master of Fine Arts (MFA)
Champlain College 2009 — 2013
Bachelors of Science in Game Design
Joy Lobsiger Joy Lobsiger's Vanguard Experience November 1997 - February 1998
Job Experienced Office Administrator
Industry Real Estate
Experience
Kentwood Public Schools September 2013 - Present
GREAT PLACE REALTY GROUP LLC January 2012 - Present
Office Team October 2012 - September 2013
SONSHINE KIDS DAY CARE October 2008 - June 2011
OPTION ONE/MICHIGAN NATIONAL BANK June 1999 - October 1999
AMERICAN BAPTIST CHURCHES February 1998 - May 1999
Vanguard November 1997 - February 1998
Starr Commonwealth October 1996 - October 1997
Skills
QuickBooks, Bookkeeping, Microsoft Office, Computer Proficiency, Typing, Communication Skills, Team-oriented, 10 Key
Education
Central Michigan University 1994 — 1996
Bachelor of Business Administration (B.B.A.), Office Systems Administration
Kentwood Public Schools September 2013 - Present
GREAT PLACE REALTY GROUP LLC January 2012 - Present
Office Team October 2012 - September 2013
SONSHINE KIDS DAY CARE October 2008 - June 2011
OPTION ONE/MICHIGAN NATIONAL BANK June 1999 - October 1999
AMERICAN BAPTIST CHURCHES February 1998 - May 1999
Vanguard November 1997 - February 1998
Starr Commonwealth October 1996 - October 1997
Skills
QuickBooks, Bookkeeping, Microsoft Office, Computer Proficiency, Typing, Communication Skills, Team-oriented, 10 Key
Education
Central Michigan University 1994 — 1996
Bachelor of Business Administration (B.B.A.), Office Systems Administration
Timothy Patrick Lyons Jr Timothy Patrick Lyons Jr's Vanguard Experience August 2012 - Present
Job Investment Associate at Vanguard
Industry Financial Services
Experience
Vanguard August 2012 - Present
Internal Revenue Service May 2010 - August 2010
Skills
Financial Analysis, Manage Client..., Mutual Funds, Hold Series 7, Series 63, Positioning, Data Analysis, Finance, Econometrics, Economics, Stata, Corporate Finance, Strategic Financial..., Portfolio Management
Education
Clemson University 2008 — 2012
Economics, Microeconomics, Macroeconomics, Econometrics, Public Choice, Antitrust
Richmond, The American International University in London 2010 — 2010
Study Abroad
Vanguard August 2012 - Present
Internal Revenue Service May 2010 - August 2010
Skills
Financial Analysis, Manage Client..., Mutual Funds, Hold Series 7, Series 63, Positioning, Data Analysis, Finance, Econometrics, Economics, Stata, Corporate Finance, Strategic Financial..., Portfolio Management
Education
Clemson University 2008 — 2012
Economics, Microeconomics, Macroeconomics, Econometrics, Public Choice, Antitrust
Richmond, The American International University in London 2010 — 2010
Study Abroad
Hanh Singhaus's Vanguard Experience September 2012 - December 2013
Job Consultative Selling/Pharmaceutical Detailing
Industry Pharmaceuticals
Experience
Vanguard September 2012 - December 2013
ANN INC. October 2008 - May 2012
Pfizer February 2003 - February 2005
Walgreens November 1993 - May 2003
Novartis August 2001 - June 2002
Skills
Healthcare, Retail, Pharmaceutical Sales, Customer Relations, Managed Care, Pediatrics, Inventory Management, Market Planning, Hospitals, Sales Management, OB/GYN, Pharmaceuticals, Teamwork, Account Management, Time Management, PowerPoint, Excel, Consultative Selling, Team Leadership, Consultative Sales..., Round Tables, Strategic Financial..., Financial Services, Consumer Healthcare, Consultative Selling..., Pharmaceutical Detailing, Pharmaceutical Industry, Customer Focused..., Product Innovation, Building Relationships, Compliance, Finanacial Advisor..., Sales Administration, Flagship Services @ VG, Retail Pharmacy, Hospital Pharmacy, Microsoft Excel
Education
Christian Brothers University 1986 — 1991
BS, Business Administration and Management, General
Immaculate Conception High School in Memphis
Vanguard September 2012 - December 2013
ANN INC. October 2008 - May 2012
Pfizer February 2003 - February 2005
Walgreens November 1993 - May 2003
Novartis August 2001 - June 2002
Skills
Healthcare, Retail, Pharmaceutical Sales, Customer Relations, Managed Care, Pediatrics, Inventory Management, Market Planning, Hospitals, Sales Management, OB/GYN, Pharmaceuticals, Teamwork, Account Management, Time Management, PowerPoint, Excel, Consultative Selling, Team Leadership, Consultative Sales..., Round Tables, Strategic Financial..., Financial Services, Consumer Healthcare, Consultative Selling..., Pharmaceutical Detailing, Pharmaceutical Industry, Customer Focused..., Product Innovation, Building Relationships, Compliance, Finanacial Advisor..., Sales Administration, Flagship Services @ VG, Retail Pharmacy, Hospital Pharmacy, Microsoft Excel
Education
Christian Brothers University 1986 — 1991
BS, Business Administration and Management, General
Immaculate Conception High School in Memphis
Dustin Counts Dustin Counts's Vanguard Experience March 2012 - Present
Job Trainer at Vanguard
Industry Investment Management
Experience
Vanguard March 2012 - Present
Hyatt Coin and Gun Shop March 2011 - March 2012
Northern Tier High Adventure Bases December 2010 - August 2011
Boy Scouts of America, Order of the Arrow December 2005 - December 2006
Skills
Team Management, Microsoft Office, Excel, Public Speaking, Event Planning, Team Building, Leadership Development, Series 7, Series 63
Education
Queens University of Charlotte 2008 — 2010
BA, Business-Finance, Organizational Communication
Central Piedmont Community College 2005 — 2008
AA, Business
Vanguard March 2012 - Present
Hyatt Coin and Gun Shop March 2011 - March 2012
Northern Tier High Adventure Bases December 2010 - August 2011
Boy Scouts of America, Order of the Arrow December 2005 - December 2006
Skills
Team Management, Microsoft Office, Excel, Public Speaking, Event Planning, Team Building, Leadership Development, Series 7, Series 63
Education
Queens University of Charlotte 2008 — 2010
BA, Business-Finance, Organizational Communication
Central Piedmont Community College 2005 — 2008
AA, Business
Alexandra Troidl's Vanguard Experience June 2013 - July 2015
Job Master's Candidate, Economics
Industry Financial Services
Experience
Vanguard June 2013 - July 2015
Yield Book/University of South Carolina January 2013 - May 2013
University of South Carolina August 2012 - December 2012
Target June 2012 - August 2012
Skills
Spanish, Retail, Customer Service, Time Management, PowerPoint, Teamwork, Microsoft Office, Microsoft Excel, Microsoft Word, Leadership Development
Education
University of South Carolina - The Moore School of Business 2009 — 2013
Bachelor of Science in Business Administration, International Business and Economics
Riverside High School 2005 — 2009
Clemson University - College of Business and Behavioral Science
Master’s Degree, Economics
Vanguard June 2013 - July 2015
Yield Book/University of South Carolina January 2013 - May 2013
University of South Carolina August 2012 - December 2012
Target June 2012 - August 2012
Skills
Spanish, Retail, Customer Service, Time Management, PowerPoint, Teamwork, Microsoft Office, Microsoft Excel, Microsoft Word, Leadership Development
Education
University of South Carolina - The Moore School of Business 2009 — 2013
Bachelor of Science in Business Administration, International Business and Economics
Riverside High School 2005 — 2009
Clemson University - College of Business and Behavioral Science
Master’s Degree, Economics
Caitlin Howard's Vanguard Experience November 2013 - June 2014
Job Equity Research Associate at CRT Capital Group
Industry Banking
Experience
Sterne Agee CRT May 2015 - Present
Sterne Agee June 2014 - May 2015
Vanguard November 2013 - June 2014
Vanguard June 2013 - November 2013
TD May 2012 - August 2012
Salusubury World Refugee Charity September 2011 - December 2011
Federal Reserve Bank of Philadelphia June 2011 - August 2011
Villanova University January 2011 - May 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Salesforce.com, Bloomberg, PowerPoint, SharePoint, Management, Investments, Investment Research, Analysis, Valuation, Social Media, Financial Analysis, Equities, Financial Modeling, Research
Education
Villanova University 2009 — 2013
Bachelor of Business Administration, Finance
City University (GB) 2011 — 2011
Study Abroad - Finance
Sterne Agee CRT May 2015 - Present
Sterne Agee June 2014 - May 2015
Vanguard November 2013 - June 2014
Vanguard June 2013 - November 2013
TD May 2012 - August 2012
Salusubury World Refugee Charity September 2011 - December 2011
Federal Reserve Bank of Philadelphia June 2011 - August 2011
Villanova University January 2011 - May 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Salesforce.com, Bloomberg, PowerPoint, SharePoint, Management, Investments, Investment Research, Analysis, Valuation, Social Media, Financial Analysis, Equities, Financial Modeling, Research
Education
Villanova University 2009 — 2013
Bachelor of Business Administration, Finance
City University (GB) 2011 — 2011
Study Abroad - Finance
Jeff Howard's Vanguard Experience February 1998 - March 1999
Job SVP, Sr. Risk Technology Delivery Manager at Bank of America
Industry Banking
Experience
Bank of America September 2010 - Present
Wells Fargo July 2009 - September 2010
Wachovia 2004 - July 2009
Wachovia 2003 - 2004
Vicious Systems / Seurat Company March 1999 - July 2003
Vanguard February 1998 - March 1999
Broadway & Seymour June 1995 - August 1998
Skills
Risk Management, Enterprise Software, Java Enterprise Edition, Banking, Enterprise Architecture, High Availability, SOA, Enterprise Risk..., Web Services, Financial Analysis, Management, IT Strategy, SDLC, Business Analysis, Business Process Design, Trading Systems, Websphere, Leadership, Strategic Planning, Middleware, Integration, Requirements Analysis
Education
Duke University - The Fuqua School of Business 2008 — 2009
MBA
Clemson Univiersity 1991 — 1995
Bachelor of Science
Bank of America September 2010 - Present
Wells Fargo July 2009 - September 2010
Wachovia 2004 - July 2009
Wachovia 2003 - 2004
Vicious Systems / Seurat Company March 1999 - July 2003
Vanguard February 1998 - March 1999
Broadway & Seymour June 1995 - August 1998
Skills
Risk Management, Enterprise Software, Java Enterprise Edition, Banking, Enterprise Architecture, High Availability, SOA, Enterprise Risk..., Web Services, Financial Analysis, Management, IT Strategy, SDLC, Business Analysis, Business Process Design, Trading Systems, Websphere, Leadership, Strategic Planning, Middleware, Integration, Requirements Analysis
Education
Duke University - The Fuqua School of Business 2008 — 2009
MBA
Clemson Univiersity 1991 — 1995
Bachelor of Science
Ebosele Ayewoh Ebosele Ayewoh's Vanguard Experience May 2012 - August 2012
Job FMP GE Capital Americas Risk COE at GE Capital
Industry Financial Services
Experience
GE Capital January 2015 - Present
Synchrony Financial July 2014 - January 2015
GE Capital Real Estate January 2014 - July 2014
Vanguard May 2012 - August 2012
Cheyney University October 2010 - May 2012
Project Forward Leap June 2011 - July 2011
York Catholic High School April 2007 - January 2008
Blue Streak All Sports Camp April 2004 - January 2005
Skills
Organizational..., Professional..., Leadership Development, Teamwork, Community Outreach, Student Development, Educational Leadership, Nonprofits, Mentoring, Training, Account Management, Management, Public Speaking, Teaching, PowerPoint, Research, Microsoft Word, Microsoft Office, Team Leadership, Customer Service, Leadership, Microsoft Excel
Education
Cheyney University of Pennsylvania 2009 — 2013
Bachelor of Science, Business Administration; Finance Emphasis
GE Capital January 2015 - Present
Synchrony Financial July 2014 - January 2015
GE Capital Real Estate January 2014 - July 2014
Vanguard May 2012 - August 2012
Cheyney University October 2010 - May 2012
Project Forward Leap June 2011 - July 2011
York Catholic High School April 2007 - January 2008
Blue Streak All Sports Camp April 2004 - January 2005
Skills
Organizational..., Professional..., Leadership Development, Teamwork, Community Outreach, Student Development, Educational Leadership, Nonprofits, Mentoring, Training, Account Management, Management, Public Speaking, Teaching, PowerPoint, Research, Microsoft Word, Microsoft Office, Team Leadership, Customer Service, Leadership, Microsoft Excel
Education
Cheyney University of Pennsylvania 2009 — 2013
Bachelor of Science, Business Administration; Finance Emphasis
Ryan Crull Ryan Crull's Vanguard Experience January 2011 - October 2011
Job Senior Developer at TIAACREF
Industry Computer Software
Experience
TIAA-CREF March 2014 - Present
TIAA-CREF October 2011 - Present
Vanguard January 2011 - October 2011
Vanguard June 2010 - August 2010
Itron May 2009 - August 2009
Itron August 2008 - January 2009
Skills
DataStage, ETL, Autosys, Control-M, Unix Shell Scripting, SQL, Data Quality
Education
Clemson University 2006 — 2010
Bachelor of Science, Computer Science
TIAA-CREF March 2014 - Present
TIAA-CREF October 2011 - Present
Vanguard January 2011 - October 2011
Vanguard June 2010 - August 2010
Itron May 2009 - August 2009
Itron August 2008 - January 2009
Skills
DataStage, ETL, Autosys, Control-M, Unix Shell Scripting, SQL, Data Quality
Education
Clemson University 2006 — 2010
Bachelor of Science, Computer Science
Angela Chamberlain Angela Chamberlain's Vanguard Experience December 1998 - October 2003
Job Vice President Global Trade Content
Industry International Trade and Development
Experience
Integration Point, Inc. November 2005 - Present
Vanguard December 1998 - October 2003
Skills
International Trade, Business Intelligence, Process Improvement, Agile Methodologies, Software Project..., Microsoft SQL Server
Education
Clemson University 1994 — 1998
Industrial Engineering, Computer Science
Integration Point, Inc. November 2005 - Present
Vanguard December 1998 - October 2003
Skills
International Trade, Business Intelligence, Process Improvement, Agile Methodologies, Software Project..., Microsoft SQL Server
Education
Clemson University 1994 — 1998
Industrial Engineering, Computer Science
David Henkin's Vanguard Experience November 1997 - June 2007
Job VP Managed Services and GM of Vertex SMB
Industry Information Technology and Services
Experience
Vertex SMB August 2013 - Present
Vertex Inc. December 2008 - Present
NPower Pennsylvania & Delaware 2008 - Present
Villanova University August 2006 - Present
Coates Analytics, LP June 2007 - November 2008
Vanguard November 1997 - June 2007
Accenture (formerly Andersen Consulting) 1993 - November 1997
Bloomingdale House of Music August 1993 - September 1994
Education
City University of New York City College
MA, English
University of Maryland College Park
BS, Business
Villanova University
MBA
Vertex SMB August 2013 - Present
Vertex Inc. December 2008 - Present
NPower Pennsylvania & Delaware 2008 - Present
Villanova University August 2006 - Present
Coates Analytics, LP June 2007 - November 2008
Vanguard November 1997 - June 2007
Accenture (formerly Andersen Consulting) 1993 - November 1997
Bloomingdale House of Music August 1993 - September 1994
Education
City University of New York City College
MA, English
University of Maryland College Park
BS, Business
Villanova University
MBA
Komal Sutaria's Vanguard Experience June 2010 - January 2012
Job Mobile Technical Lead/Sr. Application Developer at MetLife
Industry Information Technology and Services
Experience
MetLife June 2013 - Present
MetLife December 2011 - June 2013
Vanguard June 2010 - January 2012
CNA Insurance June 2008 - June 2010
Atharva Engineering College August 2000 - October 2002
Saradar Vallabhbhai national Institute of Technology July 1999 - August 2000
Skills
Java, XML, Agile Methodologies, Java Enterprise Edition, JSP, Mobile Applications, Testing, Analysis, JavaScript, Requirements Analysis, AJAX, Web Services, Databases, Web Applications, Perl, Oracle, Websphere, HTML 5, HTML5, WebSphere
Education
City University of New York City College 2005 — 2008
MS, Computer Science
National Institute of Technology Surat 1994 — 1998
B.E., Electrical Engineering
Jeevan Bharti
MetLife June 2013 - Present
MetLife December 2011 - June 2013
Vanguard June 2010 - January 2012
CNA Insurance June 2008 - June 2010
Atharva Engineering College August 2000 - October 2002
Saradar Vallabhbhai national Institute of Technology July 1999 - August 2000
Skills
Java, XML, Agile Methodologies, Java Enterprise Edition, JSP, Mobile Applications, Testing, Analysis, JavaScript, Requirements Analysis, AJAX, Web Services, Databases, Web Applications, Perl, Oracle, Websphere, HTML 5, HTML5, WebSphere
Education
City University of New York City College 2005 — 2008
MS, Computer Science
National Institute of Technology Surat 1994 — 1998
B.E., Electrical Engineering
Jeevan Bharti
Kailash Satyamurthy's Vanguard Experience October 2000 - February 2007
Job Faculty at Penn State University
Industry Financial Services
Experience
Penn State University February 2007 - Present
Vanguard October 2000 - February 2007
GenCorp June 1980 - September 2000
Skills
Data Analysis, Public Policy, Management, Teaching, Public Speaking, Mutual Funds, Risk Management, Business Process..., Leadership, Vendor Management, Financial Services, Investments, Research, Instructional Design, University Teaching, Program Management, Program Evaluation, Staff Development, Program Development, Training, Analysis, Government, Team Leadership, Coaching, Change Management, Strategy, Project Planning, Statistics, PowerPoint, Market Research, Business Planning, Event Planning, Business Strategy, Financial Analysis, Budgets, Microsoft Excel, Business Development
Education
Pennsylvania State University-Great Valley Graduate Center 2002 — 2003
Master of Business Administration (M.B.A.), Business Management
Clemson University 1974 — 1978
Doctor of Philosophy (Ph.D.), Mechanical Engineering
Penn State University February 2007 - Present
Vanguard October 2000 - February 2007
GenCorp June 1980 - September 2000
Skills
Data Analysis, Public Policy, Management, Teaching, Public Speaking, Mutual Funds, Risk Management, Business Process..., Leadership, Vendor Management, Financial Services, Investments, Research, Instructional Design, University Teaching, Program Management, Program Evaluation, Staff Development, Program Development, Training, Analysis, Government, Team Leadership, Coaching, Change Management, Strategy, Project Planning, Statistics, PowerPoint, Market Research, Business Planning, Event Planning, Business Strategy, Financial Analysis, Budgets, Microsoft Excel, Business Development
Education
Pennsylvania State University-Great Valley Graduate Center 2002 — 2003
Master of Business Administration (M.B.A.), Business Management
Clemson University 1974 — 1978
Doctor of Philosophy (Ph.D.), Mechanical Engineering
Nathan Tomashitis's Vanguard Experience March 2014 - Present
Job Project Administrator at Vanguard
Industry Financial Services
Experience
Vanguard March 2014 - Present
Vanguard June 2011 - March 2014
Vanguard January 2009 - March 2014
Vanguard October 2007 - January 2009
Vanguard October 2005 - October 2007
Vanguard October 2004 - October 2005
Skills
Client Relationship..., Asset Management, Creative Problem Solving, SunGard Charlotte..., SunGard Charlotte Front..., SunGard, Financial Analysis, Business Analysis, Investments, Data Analysis, Project Management, Process Improvement, Microsoft Word, Microsoft Excel, Microsoft Access, Minitab
Education
Clemson University 1998 — 2004
Bachelor of Science, Management
Vanguard March 2014 - Present
Vanguard June 2011 - March 2014
Vanguard January 2009 - March 2014
Vanguard October 2007 - January 2009
Vanguard October 2005 - October 2007
Vanguard October 2004 - October 2005
Skills
Client Relationship..., Asset Management, Creative Problem Solving, SunGard Charlotte..., SunGard Charlotte Front..., SunGard, Financial Analysis, Business Analysis, Investments, Data Analysis, Project Management, Process Improvement, Microsoft Word, Microsoft Excel, Microsoft Access, Minitab
Education
Clemson University 1998 — 2004
Bachelor of Science, Management
Anupama Yaturu's Vanguard Experience April 2005 - June 2007
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Vanguard April 2005 - June 2007
Citi Mortgage November 2003 - April 2005
Education
Clemson University 2000 — 2002
Vanguard April 2005 - June 2007
Citi Mortgage November 2003 - April 2005
Education
Clemson University 2000 — 2002
Gerald Delk, MBA, CPA's Vanguard Experience 2004 - 2014
Job Financial Services Professional at NYLIFE Securities LLC
Industry Insurance
Experience
NYLIFE Securities LLC 2014 - Present
The Crisis Ministry of Mercer County, Inc. July 2009 - June 2015
Vanguard 2004 - 2014
GE Capital 1993 - 2004
Congressman Harold Ford, Sr 1991 - 1993
First Horizon National Corporation 1989 - 1991
Arthur Andersen, LLP 1985 - 1989
Skills
Investments, Retirement Planning, Vendor Management, Finance, Strategic Planning, Financial Analysis, Retirement, Risk Management, Relationship Management, Budgets, Process Improvement, Six Sigma, Talent Management, Mutual Funds, Cross-functional Team..., Operational Risk..., Human Resources, Customer Relations
Education
Clark Atlanta University 1983 — 1985
MBA, Finance
LeMoyne-Owen College 1980 — 1983
BBA, Accounting
NYLIFE Securities LLC 2014 - Present
The Crisis Ministry of Mercer County, Inc. July 2009 - June 2015
Vanguard 2004 - 2014
GE Capital 1993 - 2004
Congressman Harold Ford, Sr 1991 - 1993
First Horizon National Corporation 1989 - 1991
Arthur Andersen, LLP 1985 - 1989
Skills
Investments, Retirement Planning, Vendor Management, Finance, Strategic Planning, Financial Analysis, Retirement, Risk Management, Relationship Management, Budgets, Process Improvement, Six Sigma, Talent Management, Mutual Funds, Cross-functional Team..., Operational Risk..., Human Resources, Customer Relations
Education
Clark Atlanta University 1983 — 1985
MBA, Finance
LeMoyne-Owen College 1980 — 1983
BBA, Accounting
Ann Marie Facciolini's Vanguard Experience Software DeveloperBell AtlanticJune 1995 - September 1998
Job Senior Manager at Vanguard
Industry Financial Services
Experience
Vanguard Software DeveloperBell AtlanticJune 1995 - September 1998
Education
Chestnut Hill College
Bachelor’s Degree, Mathematics
Saint Joseph's University
Master of Business Administration (M.B.A.), General Studies
Villanova University
Master’s Degree, Mathematics
Vanguard Software DeveloperBell AtlanticJune 1995 - September 1998
Education
Chestnut Hill College
Bachelor’s Degree, Mathematics
Saint Joseph's University
Master of Business Administration (M.B.A.), General Studies
Villanova University
Master’s Degree, Mathematics
Shauna Collick's Vanguard Experience
Job Learning & Development Consultant at Vanguard
Industry Financial Services
Experience
Vanguard
Skills
Relationship Management, Financial Services, Management, Recruiting
Education
Clark Atlanta University 1990 — 1994
Herndon High School 1986 — 1990
Diploma
Vanguard
Skills
Relationship Management, Financial Services, Management, Recruiting
Education
Clark Atlanta University 1990 — 1994
Herndon High School 1986 — 1990
Diploma
Tom Knowlton CFP®'s Vanguard Experience June 2013 - Present
Job Senior Fixed Income Trader at Vanguard
Industry Financial Services
Experience
Vanguard June 2013 - Present
The Vanguard Group March 2009 - June 2013
The Vanguard Group February 2006 - February 2009
Skills
Wealth Management, Asset Allocation, Investments, Financial Analysis, Risk Management, Fixed Income, Series 7, Bloomberg, Trading, Equities, Treasury, Alternative Investments
Education
Thunderbird School of Global Management 1984 — 1985
MBA, International Finance
Claremont McKenna College 1979 — 1983
BA, Economics-International Relations
Vanguard June 2013 - Present
The Vanguard Group March 2009 - June 2013
The Vanguard Group February 2006 - February 2009
Skills
Wealth Management, Asset Allocation, Investments, Financial Analysis, Risk Management, Fixed Income, Series 7, Bloomberg, Trading, Equities, Treasury, Alternative Investments
Education
Thunderbird School of Global Management 1984 — 1985
MBA, International Finance
Claremont McKenna College 1979 — 1983
BA, Economics-International Relations
Felecia Jeter's Vanguard Experience I was responsible for running the rental facility and insuring quality service and profit.$
Job manager at Vanguard
Industry Leisure, Travel & Tourism
Experience
Vanguard I was responsible for running the rental facility and insuring quality service and profit.$
Skills
Relationship Management, Customer Service, Process Improvement, Risk Management, Microsoft Excel, Management, Microsoft Office, Strategic Planning, Leadership
Education
CUNY New York City College of Technology
Mechanical Engineering Related Technologies/Technicians
City University of New York
Mechanical Engineering Related Technologies/Technicians
Vanguard I was responsible for running the rental facility and insuring quality service and profit.$
Skills
Relationship Management, Customer Service, Process Improvement, Risk Management, Microsoft Excel, Management, Microsoft Office, Strategic Planning, Leadership
Education
CUNY New York City College of Technology
Mechanical Engineering Related Technologies/Technicians
City University of New York
Mechanical Engineering Related Technologies/Technicians
Gerry Gauthier's Vanguard Experience October 2008 - Present
Job at Vanguard
Industry Information Technology and Services
Experience
Vanguard October 2008 - Present
Vanguard Group July 2005 - October 2008
Vanguard Group March 2000 - July 2005
Vanguard Group May 1998 - March 2000
Fleet Bank July 1995 - May 1998
Raytheon May 1985 - May 1995
Skills
Unix, SDLC, Business Intelligence, Fixed Income, Market Data, Vendor Management, Analysis, Project Management, Change Management, Business Analysis, Agile Methodologies, Visio, Software Project..., IT Management, Requirements Gathering
Education
The George Washington University - School of Business 2001 — 2002
Clark University 1994 — 1995
Johnson & Wales University 1984 — 1992
Vanguard October 2008 - Present
Vanguard Group July 2005 - October 2008
Vanguard Group March 2000 - July 2005
Vanguard Group May 1998 - March 2000
Fleet Bank July 1995 - May 1998
Raytheon May 1985 - May 1995
Skills
Unix, SDLC, Business Intelligence, Fixed Income, Market Data, Vendor Management, Analysis, Project Management, Change Management, Business Analysis, Agile Methodologies, Visio, Software Project..., IT Management, Requirements Gathering
Education
The George Washington University - School of Business 2001 — 2002
Clark University 1994 — 1995
Johnson & Wales University 1984 — 1992
Stacey Plewa's Vanguard Experience December 1996 - Present
Job Project Manager, Vanguard
Industry Financial Services
Experience
Vanguard December 1996 - Present
VWR scientific products 1993 - 1996
PFPC 1991 - 1993
Skills
Financial Services, Relationship Management, Vendor Management, Project Management, Change Management, Marketing Communications, Brand Management, Accounting, Strategy
Education
Clarion University of Pennsylvania 1987 — 1991
Bachelor of Science (B.S.), Accounting
Vanguard December 1996 - Present
VWR scientific products 1993 - 1996
PFPC 1991 - 1993
Skills
Financial Services, Relationship Management, Vendor Management, Project Management, Change Management, Marketing Communications, Brand Management, Accounting, Strategy
Education
Clarion University of Pennsylvania 1987 — 1991
Bachelor of Science (B.S.), Accounting
Brett Floyd's Vanguard Experience November 2009 - December 2010
Job Regional Director at Delaware Investments, a member of Macquarie Group
Industry Financial Services
Experience
Delaware Investments February 2014 - Present
Delaware Investments, a member of the Macquarie Group February 2011 - February 2014
Vanguard November 2009 - December 2010
Raymond James Financial Inc. May 2006 - April 2009
Skills
Retirement Planning, Insurance, Employee Benefits, Retirement, Fixed Annuities, Investments, Asset Allocation, Wealth Management, Financial Analysis, Series 63, Mutual Funds, 401k, Series 65, Training, Equities, Coaching, Strategic Financial..., Account Management, Alternative Investments, Investment Strategies, Series 7, Uniform Combined State..., Financial Planning
Education
Pennsylvania State University-Smeal College of Business 2010 — 2013
MBA, Finance
Clemson University - College of Business and Behavioral Science 1998 — 2002
Bachelor of Science, Business Management
Delaware Investments February 2014 - Present
Delaware Investments, a member of the Macquarie Group February 2011 - February 2014
Vanguard November 2009 - December 2010
Raymond James Financial Inc. May 2006 - April 2009
Skills
Retirement Planning, Insurance, Employee Benefits, Retirement, Fixed Annuities, Investments, Asset Allocation, Wealth Management, Financial Analysis, Series 63, Mutual Funds, 401k, Series 65, Training, Equities, Coaching, Strategic Financial..., Account Management, Alternative Investments, Investment Strategies, Series 7, Uniform Combined State..., Financial Planning
Education
Pennsylvania State University-Smeal College of Business 2010 — 2013
MBA, Finance
Clemson University - College of Business and Behavioral Science 1998 — 2002
Bachelor of Science, Business Management
Marisa Culbreth's Vanguard Experience December 2009 - Present
Job Talent Attraction
Industry Human Resources
Experience
Vanguard December 2009 - Present
Vanguard November 2007 - December 2009
Education
Chestnut Hill College 2002 — 2005
Finance
Vanguard December 2009 - Present
Vanguard November 2007 - December 2009
Education
Chestnut Hill College 2002 — 2005
Finance
Surekha Biyani's Vanguard Experience Sr Software EngineerClemson University ICARNovember 2012 - Present
Job Sr Software Engineer at Clemson University ICAR
Industry Information Technology and Services
Experience
Vanguard Sr Software EngineerClemson University ICARNovember 2012 - Present
Skills
C#, Unix, Java, XML, Java Enterprise Edition, Oracle, Software Development, SQL, Agile Methodologies, Linux, JavaScript
Education
Clemson University
Vanguard Sr Software EngineerClemson University ICARNovember 2012 - Present
Skills
C#, Unix, Java, XML, Java Enterprise Edition, Oracle, Software Development, SQL, Agile Methodologies, Linux, JavaScript
Education
Clemson University
Andrew Scheerhorn's Vanguard Experience June 2011 - Present
Job Integrated Client Services at Vanguard
Industry Financial Services
Experience
Vanguard June 2011 - Present
Vanguard October 2008 - June 2011
Vanguard May 2007 - December 2009
Skills
Microsoft Office, Sales, Microsoft Excel, Financial Analysis, Customer Service, Public Speaking, Salesforce.com, Marketing, PowerPoint, Microsoft Word, Cold Calling, Advertising
Education
Clemson University 2000 — 2004
Bachelor's degree, Marketing
Vanguard June 2011 - Present
Vanguard October 2008 - June 2011
Vanguard May 2007 - December 2009
Skills
Microsoft Office, Sales, Microsoft Excel, Financial Analysis, Customer Service, Public Speaking, Salesforce.com, Marketing, PowerPoint, Microsoft Word, Cold Calling, Advertising
Education
Clemson University 2000 — 2004
Bachelor's degree, Marketing
Jessica Weingarten's Vanguard Experience 2011 - 2012
Job Senior Training Developer at Amtrak
Industry Professional Training & Coaching
Experience
Amtrak 2014 - Present
Aramark 2014 - 2014
State of Delaware Department of Services for Children and their Families 2013 - 2014
IMS Health 2013 - 2013
Independence Blue Cross 2013 - 2013
Vanguard 2011 - 2012
General Physics 2007 - 2010
ECRI Institute 2005 - 2007
LIT 2003 - 2005
ILS 1995 - 2003
Skills
Instructor-led Training, Instructional Design, E-Learning, Captivate, Learning Management, Blended Learning, Training Delivery, ADDIE, Needs Analysis, Technical Training, Hands-on Training, Training, Project Management, Mobile Learning, Learning Management..., SnagIt, Technical Writing, Process Improvement, SCORM, Training Needs Analysis, Adult Learning Theory, Train the Trainer, SharePoint, Curriculum Development, ILT, Distance Learning, Training Manuals, Political Communication, Public Speaking, Writing, Community Organizing, Grassroots Organizing, Political Campaigns, Program Management, Leadership, Dynamic Speaker, CRM, Instructional Technology, Workshop Facilitation
Education
Clark University
BA, Government/Goegraphy
Amtrak 2014 - Present
Aramark 2014 - 2014
State of Delaware Department of Services for Children and their Families 2013 - 2014
IMS Health 2013 - 2013
Independence Blue Cross 2013 - 2013
Vanguard 2011 - 2012
General Physics 2007 - 2010
ECRI Institute 2005 - 2007
LIT 2003 - 2005
ILS 1995 - 2003
Skills
Instructor-led Training, Instructional Design, E-Learning, Captivate, Learning Management, Blended Learning, Training Delivery, ADDIE, Needs Analysis, Technical Training, Hands-on Training, Training, Project Management, Mobile Learning, Learning Management..., SnagIt, Technical Writing, Process Improvement, SCORM, Training Needs Analysis, Adult Learning Theory, Train the Trainer, SharePoint, Curriculum Development, ILT, Distance Learning, Training Manuals, Political Communication, Public Speaking, Writing, Community Organizing, Grassroots Organizing, Political Campaigns, Program Management, Leadership, Dynamic Speaker, CRM, Instructional Technology, Workshop Facilitation
Education
Clark University
BA, Government/Goegraphy
Brian Blackmore's Vanguard Experience March 2014 - Present
Job Investment Consultant with Vanguard, Volunteer Director of Marketing at Hope Match
Industry Banking
Experience
Vanguard March 2014 - Present
Hope Match January 2010 - Present
Wells Fargo August 2012 - February 2014
New York Life Insurance Worldwide Ltd April 2011 - August 2012
SunTrust Bank July 2007 - April 2011
SunTrust Bank July 2007 - April 2011
SunTrust Mortgage 2006 - 2007
Countrywide Mortgage 2005 - 2007
Wachovia Bank 2002 - 2005
Chick-fil-A 1997 - 2001
Skills
Mortgage Lending, Finance, Sales, Financial Services, Marketing, Financial Advisory, Loans, Consumer Lending, Credit, Banking, Commercial Lending, Commercial Banking, Credit Analysis, Retail Banking, Loan Origination
Education
Central Piedmont Community College 2000 — 2002
Graphic Arts and Design
Vanguard March 2014 - Present
Hope Match January 2010 - Present
Wells Fargo August 2012 - February 2014
New York Life Insurance Worldwide Ltd April 2011 - August 2012
SunTrust Bank July 2007 - April 2011
SunTrust Bank July 2007 - April 2011
SunTrust Mortgage 2006 - 2007
Countrywide Mortgage 2005 - 2007
Wachovia Bank 2002 - 2005
Chick-fil-A 1997 - 2001
Skills
Mortgage Lending, Finance, Sales, Financial Services, Marketing, Financial Advisory, Loans, Consumer Lending, Credit, Banking, Commercial Lending, Commercial Banking, Credit Analysis, Retail Banking, Loan Origination
Education
Central Piedmont Community College 2000 — 2002
Graphic Arts and Design
Tom Hirsch, CFP®'s Vanguard Experience October 2000 - Present
Job Manager Vanguard Brokerage Services
Industry Financial Services
Experience
Vanguard October 2000 - Present
Jackson National Life 1998 - 2000
Olde 1994 - 1998
AG Edwards 1992 - 1994
Education
Clemson University 1986 — 1990
B.S., Marketing
Clemson University - College of Business and Behavioral Science 1986 — 1990
B.S., Marketing
SJB
University of North Carolina at Charlotte - Belk College of Business
Vanguard October 2000 - Present
Jackson National Life 1998 - 2000
Olde 1994 - 1998
AG Edwards 1992 - 1994
Education
Clemson University 1986 — 1990
B.S., Marketing
Clemson University - College of Business and Behavioral Science 1986 — 1990
B.S., Marketing
SJB
University of North Carolina at Charlotte - Belk College of Business
Chintan Bhavsar's Vanguard Experience June 2013 - Present
Job
Industry Computer Software
Experience
Vanguard June 2013 - Present
Education
Penn State University 2011 — 2014
Master of Science, Information Science
City University of New York City College
Bachelor's degree, Computer Science
Vanguard June 2013 - Present
Education
Penn State University 2011 — 2014
Master of Science, Information Science
City University of New York City College
Bachelor's degree, Computer Science
paris davis's Vanguard Experience August 2013 - June 2014
Job Operations Specialist (Retirement, Mutual Funds, Accounting)
Industry Financial Services
Experience
Vanguard August 2013 - June 2014
LPL Finanical March 2012 - October 2012
LPL Finanical April 2012 - May 2012
Wachovia Bank August 1997 - May 2010
The Florence County Government Center and Court House April 1996 - December 1996
Skills
Mutual Funds, Processors, Research, Opening New Accounts, Dependable Team Player, Accounting, Training
Education
Universal Class (IACET) CEU Online 2014 — 2014
Certificate of Course Completion, Human Resources Management 101, 73.46%
Central Piedmont Community College 2013 — 2013
Certificate of Completion, Certified Bank Teller Program, 98.7%
Atlantic City Community College
Business Administration
Vanguard August 2013 - June 2014
LPL Finanical March 2012 - October 2012
LPL Finanical April 2012 - May 2012
Wachovia Bank August 1997 - May 2010
The Florence County Government Center and Court House April 1996 - December 1996
Skills
Mutual Funds, Processors, Research, Opening New Accounts, Dependable Team Player, Accounting, Training
Education
Universal Class (IACET) CEU Online 2014 — 2014
Certificate of Course Completion, Human Resources Management 101, 73.46%
Central Piedmont Community College 2013 — 2013
Certificate of Completion, Certified Bank Teller Program, 98.7%
Atlantic City Community College
Business Administration
Jonathan Lemco's Vanguard Experience July 2000 - Present
Job Principal at Vanguard
Industry Financial Services
Experience
Vanguard July 2000 - Present
Consultant to the Government of Canada, US Depts. of State and Defense, and to the Republic of Korea 1998 - 2000
Credit Suisse First Boston February 1996 - 1998
National Policy Association 1989 - 1994
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1989 - 1994
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) July 1985 - 1989
Three Canadian Universities 1982 - 1985
Skills
Asset Management, Fixed Income, Capital Markets, Investments, Equities, Portfolio Management, Bonds, Financial Modeling, Hedge Funds, Derivatives, Finance, Mutual Funds, Asset Managment, Bloomberg, Series 63, Series 7, Asset Allocation, Valuation, Strategy, Alternative Investments, Emerging Markets
Education
University of Rochester 1977 — 1982
Ph. D., Political Science
Clark University 1975 — 1977
Bachelor of Arts (B.A.)
Vanier College 1973 — 1975
D.C.S.
Vanguard July 2000 - Present
Consultant to the Government of Canada, US Depts. of State and Defense, and to the Republic of Korea 1998 - 2000
Credit Suisse First Boston February 1996 - 1998
National Policy Association 1989 - 1994
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1989 - 1994
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) July 1985 - 1989
Three Canadian Universities 1982 - 1985
Skills
Asset Management, Fixed Income, Capital Markets, Investments, Equities, Portfolio Management, Bonds, Financial Modeling, Hedge Funds, Derivatives, Finance, Mutual Funds, Asset Managment, Bloomberg, Series 63, Series 7, Asset Allocation, Valuation, Strategy, Alternative Investments, Emerging Markets
Education
University of Rochester 1977 — 1982
Ph. D., Political Science
Clark University 1975 — 1977
Bachelor of Arts (B.A.)
Vanier College 1973 — 1975
D.C.S.
Shelly Painter's Vanguard Experience 2009 - 2009
Job Regional Head Asia at Vanguard Investments Hong Kong
Industry
Experience
Vanguard Investments Hong Kong 2011 - Present
Vanguard 2009 - 2009
Franklin Templeton Investments 1992 - 2009
Franklin Templeton Investments 1992 - 2009
Education
Central Michigan University
B.S. in B.A., Accounting
Vanguard Investments Hong Kong 2011 - Present
Vanguard 2009 - 2009
Franklin Templeton Investments 1992 - 2009
Franklin Templeton Investments 1992 - 2009
Education
Central Michigan University
B.S. in B.A., Accounting
Jacqueline (Lambert) Shepelak's Vanguard Experience February 2013 - Present
Job Registered Principal in Vanguard's Flagship Services
Industry Financial Services
Experience
Vanguard February 2013 - Present
Vanguard October 2010 - February 2013
Northwestern Mutual May 2008 - October 2008
Skills
Series 7, Series 63, Series 24, Microsoft Office, Microsoft Excel, Investments, Finance, Customer Service, Mutual Funds, Business Development, Retirement Planning, Financial Analysis, Retirement
Education
Clemson University 2005 — 2009
BS, Marketing, Financial Management
Westfield High School 2005 — 2009
Vanguard February 2013 - Present
Vanguard October 2010 - February 2013
Northwestern Mutual May 2008 - October 2008
Skills
Series 7, Series 63, Series 24, Microsoft Office, Microsoft Excel, Investments, Finance, Customer Service, Mutual Funds, Business Development, Retirement Planning, Financial Analysis, Retirement
Education
Clemson University 2005 — 2009
BS, Marketing, Financial Management
Westfield High School 2005 — 2009
Leslie Bond's Vanguard Experience April 2011 - December 2012
Job Line Cook at Compass Group North America
Industry Insurance
Experience
Compass Group North America March 2015 - Present
SMOKE MODERN BBQ January 2014 - April 2015
TIAA-CREF January 2013 - September 2014
Vanguard April 2011 - December 2012
Wells Fargo August 2010 - April 2011
Allstate Insurance May 2010 - August 2010
Hewitt Associates July 2006 - February 2010
4sides family reunion 1982 - 2010
Cingular Wireless September 2005 - March 2006
Chase March 2004 - March 2005
Skills
ServSafe Instruction, ServSafe, Culinary Skills, Sauces, Grill, Saute, Salads, Personal Chef Services, Menu Development, Catering, Banquet Operations, Diet Planning, Cash Management, Inventory, Purchasing, Customer Relations, Customer Retention, Employee Training, Process Improvement, Team Building, Team Leadership, Communication, Time Management, Investment Banking, Stock Trading, Brokerage, Property & Casualty..., Health Insurance, Life Insurance, Medicare Supplements, Series 7, Series 65, Call Centers, Sales, Retail Sales, Online Communications, Volunteering, Benefits Administration, Defined Contribution, Defined Benefit, 401k Rollovers, Computer Proficiency, Microsoft Office, Multi-channel Retail, Seibel, Deferred Compensation, Non-profit..., Non-Qualified Deferred..., Telecommunications..., Telecommunications
Education
Central Piedmont Community College 2015 — 2016
Certified Dietary Manager, Dietetics/Dietitian, 4.0
The Community Culinary School of Charlotte 2014 — 2015
Culinary Arts/Chef Training
Harding University 2001 — 2002
None, Sports Medicine
Kinesiology Harding University 2001 — 2002
Compass Group North America March 2015 - Present
SMOKE MODERN BBQ January 2014 - April 2015
TIAA-CREF January 2013 - September 2014
Vanguard April 2011 - December 2012
Wells Fargo August 2010 - April 2011
Allstate Insurance May 2010 - August 2010
Hewitt Associates July 2006 - February 2010
4sides family reunion 1982 - 2010
Cingular Wireless September 2005 - March 2006
Chase March 2004 - March 2005
Skills
ServSafe Instruction, ServSafe, Culinary Skills, Sauces, Grill, Saute, Salads, Personal Chef Services, Menu Development, Catering, Banquet Operations, Diet Planning, Cash Management, Inventory, Purchasing, Customer Relations, Customer Retention, Employee Training, Process Improvement, Team Building, Team Leadership, Communication, Time Management, Investment Banking, Stock Trading, Brokerage, Property & Casualty..., Health Insurance, Life Insurance, Medicare Supplements, Series 7, Series 65, Call Centers, Sales, Retail Sales, Online Communications, Volunteering, Benefits Administration, Defined Contribution, Defined Benefit, 401k Rollovers, Computer Proficiency, Microsoft Office, Multi-channel Retail, Seibel, Deferred Compensation, Non-profit..., Non-Qualified Deferred..., Telecommunications..., Telecommunications
Education
Central Piedmont Community College 2015 — 2016
Certified Dietary Manager, Dietetics/Dietitian, 4.0
The Community Culinary School of Charlotte 2014 — 2015
Culinary Arts/Chef Training
Harding University 2001 — 2002
None, Sports Medicine
Kinesiology Harding University 2001 — 2002
Alex Knollmann's Vanguard Experience May 2013 - Present
Job Graduate of Clemson University Finance, Accounting
Industry Financial Services
Experience
Vanguard May 2013 - Present
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Leadership, Customer Service, Research, Finance, Series 7, Investments, Series 63, Project Management, Teamwork
Education
Clemson University 2008 — 2012
B.S. Financial Management, Finance, Accouting, History
Vanguard May 2013 - Present
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Leadership, Customer Service, Research, Finance, Series 7, Investments, Series 63, Project Management, Teamwork
Education
Clemson University 2008 — 2012
B.S. Financial Management, Finance, Accouting, History
Shueb Chowdhury's Vanguard Experience February 2013 - Present
Job SAT Lead at Vanguard
Industry Computer Software
Experience
Vanguard February 2013 - Present
Brinker Capital April 2012 - January 2013
EPAM Empathy Lab January 2011 - December 2011
Bank of America 2008 - 2011
Merrill Lynch 2010 - 2010
21st Century Insurance 2010 - 2010
Accenture 2007 - 2009
Thomson Financial 2006 - 2006
Skills
Quality Center, Test Planning, QTP, Senior QA Analyst, Quality Assurance, SDLC, Test Automation, Agile Methodologies, Manual Testing, Requirements Analysis, Software Quality..., SQL, LoadRunner, Vendor Management, Business Analysis, Visio, Microsoft SQL Server, Unix, SharePoint, Resource Management, CRM, FATCA compliance, Electronic W8, NRA Individuals and...
Education
City University of New York
Bachelor, Computer Information System
DeVry University
Bachelor of Professional Studies, Computer Information System
Vanguard February 2013 - Present
Brinker Capital April 2012 - January 2013
EPAM Empathy Lab January 2011 - December 2011
Bank of America 2008 - 2011
Merrill Lynch 2010 - 2010
21st Century Insurance 2010 - 2010
Accenture 2007 - 2009
Thomson Financial 2006 - 2006
Skills
Quality Center, Test Planning, QTP, Senior QA Analyst, Quality Assurance, SDLC, Test Automation, Agile Methodologies, Manual Testing, Requirements Analysis, Software Quality..., SQL, LoadRunner, Vendor Management, Business Analysis, Visio, Microsoft SQL Server, Unix, SharePoint, Resource Management, CRM, FATCA compliance, Electronic W8, NRA Individuals and...
Education
City University of New York
Bachelor, Computer Information System
DeVry University
Bachelor of Professional Studies, Computer Information System
Tiffanee Beyer's Vanguard Experience November 2010 - Present
Job Customer Service Associate at Vanguard
Industry Research
Experience
Vanguard November 2010 - Present
CWU Office for Equal Opportunity December 2007 - June 2008
Labor Market and Economic Analysis April 2007 - June 2007
CWU Human Resources June 2002 - June 2004
Skills
Analysis, Training, Time Management, Access, Series 7, Series 63, Help Desk Support, Databases, Microsoft Excel, Sales, Retail, Statistics, Data Analysis, Qualitative Research, Research, Economics, PeopleSoft, Quantitative Research, R, Data Collection, SPSS, SAS
Education
Central Washington University 1999 — 2007
B.S., Economics
Vanguard November 2010 - Present
CWU Office for Equal Opportunity December 2007 - June 2008
Labor Market and Economic Analysis April 2007 - June 2007
CWU Human Resources June 2002 - June 2004
Skills
Analysis, Training, Time Management, Access, Series 7, Series 63, Help Desk Support, Databases, Microsoft Excel, Sales, Retail, Statistics, Data Analysis, Qualitative Research, Research, Economics, PeopleSoft, Quantitative Research, R, Data Collection, SPSS, SAS
Education
Central Washington University 1999 — 2007
B.S., Economics
Marcella Osbourne's Vanguard Experience October 2012 - Present
Job Procurement Professional
Industry Financial Services
Experience
Vanguard October 2012 - Present
Vanguard August 2008 - October 2012
Philadelphia Insurance Companies October 2007 - August 2008
Skills
PeopleSoft, Accounts Payable, ACH, Process Improvement, Accounts Receivable, Auditing, Internal Controls, Expenses, Account Reconciliation, Financial Analysis, Accounting, Event Planning, Contract Management, Contract Negotiation, Corporate Events, Procurement
Education
La Salle University 2014 — 2018
Bachelor's degree, Registered Nursing/Registered Nurse
Cheyney University of Pennsylvania 2003 — 2007
Bachelor's of Science, Business Administration and Management, General
Vanguard October 2012 - Present
Vanguard August 2008 - October 2012
Philadelphia Insurance Companies October 2007 - August 2008
Skills
PeopleSoft, Accounts Payable, ACH, Process Improvement, Accounts Receivable, Auditing, Internal Controls, Expenses, Account Reconciliation, Financial Analysis, Accounting, Event Planning, Contract Management, Contract Negotiation, Corporate Events, Procurement
Education
La Salle University 2014 — 2018
Bachelor's degree, Registered Nursing/Registered Nurse
Cheyney University of Pennsylvania 2003 — 2007
Bachelor's of Science, Business Administration and Management, General
Mamatha Gecka's Vanguard Experience 2009 - 2012
Job Sr. Java developer at ADP
Industry Computer Software
Experience
ADP 2012 - Present
Hance(Employer) 2011 - Present
Vanguard 2009 - 2012
Skills
Java, J2EE, Web Services, Spring Framework, Struts, Hibernate, JavaScript, Dojo, Jquery, AngularJS, css, html, JSF, FACELETS, MAVEN, XHTML, RESTful WebServices, SOAP, SOA, SQL
Education
Chaitanya Bharathi Institute Of Technology
BE, Information Technology
ADP 2012 - Present
Hance(Employer) 2011 - Present
Vanguard 2009 - 2012
Skills
Java, J2EE, Web Services, Spring Framework, Struts, Hibernate, JavaScript, Dojo, Jquery, AngularJS, css, html, JSF, FACELETS, MAVEN, XHTML, RESTful WebServices, SOAP, SOA, SQL
Education
Chaitanya Bharathi Institute Of Technology
BE, Information Technology
Faith Brookins's Vanguard Experience January 2005 - January 2011
Job
Industry
Experience
Vanguard January 2005 - January 2011
Vanguard January 2000 - January 2002
Vanguard January 2000 - January 2000
Vanguard January 1998 - January 2000
Education
Cheyney University of Pennsylvania 1993 — 1998
Bachelor of Science, Education
CHEYNEY UNIVERSITY
Bachelor of Science, Education
Vanguard January 2005 - January 2011
Vanguard January 2000 - January 2002
Vanguard January 2000 - January 2000
Vanguard January 1998 - January 2000
Education
Cheyney University of Pennsylvania 1993 — 1998
Bachelor of Science, Education
CHEYNEY UNIVERSITY
Bachelor of Science, Education
Eric D. West, MBA's Vanguard Experience October 2004 - November 2006
Job Project Manager at Charlotte Style Magazine
Industry Financial Services
Experience
Charlotte Style Magazine March 2011 - Present
LPL Financial June 2007 - March 2011
TIAA-CREF November 2006 - June 2007
Vanguard October 2004 - November 2006
GE Consumer Finance December 2003 - September 2004
Durham Public Schools October 2001 - December 2003
Telnet Marketing Group February 2001 - October 2001
Skills
Leadership, Customer Service, Investments, Business Analysis, Analysis, Training
Education
University of Phoenix 2004 — 2006
Masters, Business Administration
UNC-Charlotte 1999 — 2000
Bachelor of Arts, Political Science
Central Piedmont Community College
Charlotte Style Magazine March 2011 - Present
LPL Financial June 2007 - March 2011
TIAA-CREF November 2006 - June 2007
Vanguard October 2004 - November 2006
GE Consumer Finance December 2003 - September 2004
Durham Public Schools October 2001 - December 2003
Telnet Marketing Group February 2001 - October 2001
Skills
Leadership, Customer Service, Investments, Business Analysis, Analysis, Training
Education
University of Phoenix 2004 — 2006
Masters, Business Administration
UNC-Charlotte 1999 — 2000
Bachelor of Arts, Political Science
Central Piedmont Community College
Simon D. Stokes's Vanguard Experience October 2007 - April 2008
Job Sr Indv Investment Analyst, TIAACREF
Industry Financial Services
Experience
TIAA-CREF April 2008 - Present
Vanguard October 2007 - April 2008
Education
Clemson University
Bachelor of Science (BS), Electrical Engineering, 3.0/4.0
TIAA-CREF April 2008 - Present
Vanguard October 2007 - April 2008
Education
Clemson University
Bachelor of Science (BS), Electrical Engineering, 3.0/4.0
Susie Yee Robles's Vanguard Experience December 1997 - July 2005
Job Financial Specialist
Industry Insurance
Experience
Markel Corporation December 2012 - Present
Insurance Overload Staffing August 2012 - December 2012
Scottsdale Insurance Company August 2007 - November 2011
MFS Investment Management August 2005 - August 2006
Vanguard December 1997 - July 2005
Skills
Underwriting, Insurance, Property & Casualty..., Liability, General Liability, Insurance Claims, Process Improvement, Excel, General Insurance, Accounting, Compliance, Audit, Word, AS400, Lotus Notes, Business Process..., Data Analysis, Microsoft Office, Problem Solving, Business Intelligence, Business Process, Customer Service, Financial Analysis
Education
Chapman University 1993 — 1996
Bachelor of Arts (B.A.), Art History, Criticism and Conservation
Markel Corporation December 2012 - Present
Insurance Overload Staffing August 2012 - December 2012
Scottsdale Insurance Company August 2007 - November 2011
MFS Investment Management August 2005 - August 2006
Vanguard December 1997 - July 2005
Skills
Underwriting, Insurance, Property & Casualty..., Liability, General Liability, Insurance Claims, Process Improvement, Excel, General Insurance, Accounting, Compliance, Audit, Word, AS400, Lotus Notes, Business Process..., Data Analysis, Microsoft Office, Problem Solving, Business Intelligence, Business Process, Customer Service, Financial Analysis
Education
Chapman University 1993 — 1996
Bachelor of Arts (B.A.), Art History, Criticism and Conservation
Jennifer Kennell's Vanguard Experience September 1997 - July 2007
Job Benefits Representative at Vitalize Consulting Solutions
Industry Information Technology and Services
Experience
Vitalize Consulting Solutions, an SAIC company May 2008 - Present
Vitalize Consulting Solutions, an SAIC company May 2008 - Present
Vanguard September 1997 - July 2007
Alston's Hallmark June 1995 - September 1997
Alston's Hallmark Card and Party Shops, Inc June 1995 - September 1997
Education
Downingtown Senior High 1987 — 1989
Academic
Cheonggang Academy
High School Diploma, Academic Curriculum
Vitalize Consulting Solutions, an SAIC company May 2008 - Present
Vitalize Consulting Solutions, an SAIC company May 2008 - Present
Vanguard September 1997 - July 2007
Alston's Hallmark June 1995 - September 1997
Alston's Hallmark Card and Party Shops, Inc June 1995 - September 1997
Education
Downingtown Senior High 1987 — 1989
Academic
Cheonggang Academy
High School Diploma, Academic Curriculum
Deborah Wascow's Vanguard Experience September 2012 - Present
Job Client Relationship Admin at Vanguard
Industry Financial Services
Experience
Vanguard September 2012 - Present
Skills
Series 63, 401k, Retirement, Retirement Planning, Asset Allocation, Investments, FINRA, ETFs, Equities, Defined Benefit, Securities, Process Improvement, Defined Contribution, Portfolio Management, IRAs, Series 7, mutual funds
Education
Chestnut Hill College
Associate's degree
Vanguard September 2012 - Present
Skills
Series 63, 401k, Retirement, Retirement Planning, Asset Allocation, Investments, FINRA, ETFs, Equities, Defined Benefit, Securities, Process Improvement, Defined Contribution, Portfolio Management, IRAs, Series 7, mutual funds
Education
Chestnut Hill College
Associate's degree
reatta byrd's Vanguard Experience 2006 - 2012
Job AT
Industry Transportation/Trucking/Railroad
Experience
Us lines /cma cgm June 2013 - Present
England Logistics May 2012 - Present
vanguard 2006 - 2012
Skills
Transportation, 3PL, Logistics, Logistics Management, Freight, LTL, Truckload, Supply Chain, Trucking, Supply Chain Management, Shipping, Warehousing, Container, Freight Forwarding, Operations Management, Supply Chain..., Warehouse Management, Air Freight, International Logistics, Export, International Trade, Ocean
Education
Cerritos College 1993 — 1995
Us lines /cma cgm June 2013 - Present
England Logistics May 2012 - Present
vanguard 2006 - 2012
Skills
Transportation, 3PL, Logistics, Logistics Management, Freight, LTL, Truckload, Supply Chain, Trucking, Supply Chain Management, Shipping, Warehousing, Container, Freight Forwarding, Operations Management, Supply Chain..., Warehouse Management, Air Freight, International Logistics, Export, International Trade, Ocean
Education
Cerritos College 1993 — 1995
Michael Wassell's Vanguard Experience September 2000 - September 2007
Job Assistant Vice President, Relationship Manager at Wells Fargo Bank, N.A.
Industry Financial Services
Experience
Wells Fargo July 2015 - Present
Wells Fargo October 2007 - Present
Vanguard September 2000 - September 2007
Skills
Banking, Financial Services, Mutual Funds, Relationship Management
Education
Central Piedmont Community College 2002 — 2006
Wells Fargo July 2015 - Present
Wells Fargo October 2007 - Present
Vanguard September 2000 - September 2007
Skills
Banking, Financial Services, Mutual Funds, Relationship Management
Education
Central Piedmont Community College 2002 — 2006
Michelle James, RDCS's Vanguard Experience May 1998 - June 2008
Job Consumer Services Professional
Industry Hospital & Health Care
Experience
Pretty Pups Grooming 2008 - Present
Vanguard May 1998 - June 2008
Skills
Sonography, Cardiac Care, BLS
Education
Central Piedmont Community College 2008 — 2013
Associate's degree, Cardiovascular Technology/Technologist
Pretty Pups Grooming 2008 - Present
Vanguard May 1998 - June 2008
Skills
Sonography, Cardiac Care, BLS
Education
Central Piedmont Community College 2008 — 2013
Associate's degree, Cardiovascular Technology/Technologist
Cindy McLeod's Vanguard Experience 2005 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
Vanguard 2005 - 2013
Skills
DataStage, Shell Scripting, COBOL, Oracle, DB2, C++, IBM Mainframe, Unix, Linux, TSO, Datastage
Education
Clemson University 2002 — 2005
Bachelor of Science (BS), Computer Information Systems
Vanguard 2005 - 2013
Skills
DataStage, Shell Scripting, COBOL, Oracle, DB2, C++, IBM Mainframe, Unix, Linux, TSO, Datastage
Education
Clemson University 2002 — 2005
Bachelor of Science (BS), Computer Information Systems
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments