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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9,967 Vanguard employees in database. Find out everything there's to know about Vanguard employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Vanguard Employees
Employee
Years
Job
Industry
Benjamin Fraser Benjamin Fraser's Vanguard Experience August 2012 - September 2014
Job Internal Wholesaler at MetLife
Industry Financial Services
Experience
MetLife November 2014 - Present
Vanguard August 2012 - September 2014
Vanguard April 2013 - October 2013
Vanguard August 2012 - March 2013
Fike Recreation Center August 2010 - August 2012
Skills
Financial Accounting, Series 7, Series 63, Great Organizer, Problem Solving, Equity Trading, Asset Management, Highly personable, Building Relationships, Asking Questions, Goal-driven leader, Asset Allocation, Customer Service
Education
Queens University of Charlotte 2013 — 2015
Financial Planning and Services
Clemson University - College of Business and Behavioral Science 2008 — 2012
Bachelor of Science (B.S.), Finance and Financial Management Services
Istituto Fillipin 2011 — 2011
Accounting and Finance
MetLife November 2014 - Present
Vanguard August 2012 - September 2014
Vanguard April 2013 - October 2013
Vanguard August 2012 - March 2013
Fike Recreation Center August 2010 - August 2012
Skills
Financial Accounting, Series 7, Series 63, Great Organizer, Problem Solving, Equity Trading, Asset Management, Highly personable, Building Relationships, Asking Questions, Goal-driven leader, Asset Allocation, Customer Service
Education
Queens University of Charlotte 2013 — 2015
Financial Planning and Services
Clemson University - College of Business and Behavioral Science 2008 — 2012
Bachelor of Science (B.S.), Finance and Financial Management Services
Istituto Fillipin 2011 — 2011
Accounting and Finance
Tanisha Morrison Tanisha Morrison's Vanguard Experience September 2012 - Present
Job Retirement Services Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2013 - Present
Vanguard September 2012 - Present
Skills
Mutual Funds, Banking, Accounting, Retirement, Leadership, Small Business
Education
Coker College 2005 — 2009
Bachelor of Arts (B.A.), Communication, Psychology
Wells Fargo June 2013 - Present
Vanguard September 2012 - Present
Skills
Mutual Funds, Banking, Accounting, Retirement, Leadership, Small Business
Education
Coker College 2005 — 2009
Bachelor of Arts (B.A.), Communication, Psychology
Matt Lohrius Matt Lohrius's Vanguard Experience 2013 - Present
Job Account Services Consultant at J.P. Morgan Securities
Industry Financial Services
Experience
Vanguard 2013 - Present
Sebonack Golf Club May 2011 - November 2012
Skills
Microsoft Excel, PowerPoint, Business Strategy, Management, Microsoft Office, Microsoft Word, Financial Analysis, Series 7, Series 63
Education
Coastal Carolina University 2008 — 2012
Finance, Wealth Management
Vanguard 2013 - Present
Sebonack Golf Club May 2011 - November 2012
Skills
Microsoft Excel, PowerPoint, Business Strategy, Management, Microsoft Office, Microsoft Word, Financial Analysis, Series 7, Series 63
Education
Coastal Carolina University 2008 — 2012
Finance, Wealth Management
Rich Siegel, CFP® Rich Siegel, CFP®'s Vanguard Experience 1996 - 2008
Job Managing Partner at ARQ Wealth Advisors, LLC
Industry Financial Services
Experience
ARQ Wealth Advisors, LLC 2008 - Present
Vanguard 1996 - 2008
Skills
Wealth Management, Portfolio Management, Financial Advisory, Personal Financial..., Investment Advisory, Client Development, Valuation, Mutual Funds, Retirement Planning, Investment Management, Investment Analysis, Asset Allocation, Finance, Financial Analysis, Investment Strategies, Securities
Education
SUNY Albany 1987 — 1991
Bachelor's degree
College for Financial Planning 1999 — 2001
Financial Planning
ARQ Wealth Advisors, LLC 2008 - Present
Vanguard 1996 - 2008
Skills
Wealth Management, Portfolio Management, Financial Advisory, Personal Financial..., Investment Advisory, Client Development, Valuation, Mutual Funds, Retirement Planning, Investment Management, Investment Analysis, Asset Allocation, Finance, Financial Analysis, Investment Strategies, Securities
Education
SUNY Albany 1987 — 1991
Bachelor's degree
College for Financial Planning 1999 — 2001
Financial Planning
Jonathan Dawkins Jonathan Dawkins's Vanguard Experience September 2014 - Present
Job Assigned Representative at Vanguard
Industry Financial Services
Experience
Vanguard September 2014 - Present
Vanguard August 2006 - August 2014
LendingTree April 2004 - August 2006
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Budgets, Customer Service, Outlook, English, Research, Strategic Planning, Financial Analysis, Accounting, Negotiation, Windows, Public Speaking, Mutual funds
Education
Coastal Carolina University 1998 — 2002
Bachelor of Science in Business Administration, Finance
Vanguard September 2014 - Present
Vanguard August 2006 - August 2014
LendingTree April 2004 - August 2006
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Budgets, Customer Service, Outlook, English, Research, Strategic Planning, Financial Analysis, Accounting, Negotiation, Windows, Public Speaking, Mutual funds
Education
Coastal Carolina University 1998 — 2002
Bachelor of Science in Business Administration, Finance
Scott Lindsten's Vanguard Experience January 2011 - July 2013
Job Senior Digital Designer through Creative Circle
Industry Design
Experience
Creative Circle September 2014 - July 2015
Travelport June 2014 - August 2014
Freelance Design/Web Design/UX Design April 2014 - June 2014
Vanguard January 2011 - July 2013
Drexel University April 2013 - June 2013
Drexel University April 2012 - June 2012
Scott Lindsten January 1994 - January 2011
QVC November 2010 - December 2010
Vanguard June 2010 - October 2010
TrueAction October 2008 - June 2010
Skills
Illustrator, Interaction Design, Web Design, Graphic Design, Experience Design, Logo Design, Typography, Adobe Creative Suite, Layout, XHTML, User Experience Design, User Experience, HTML 5, Motion Graphics, User Interface Design, CSS, Art Direction, JavaScript, Information Design, Usability, User Interface
Education
Colorado State University 1997 — 2000
MFA, Graphic Design
Colorado State University 1992 — 1996
BFA, Graphic Design
Creative Circle September 2014 - July 2015
Travelport June 2014 - August 2014
Freelance Design/Web Design/UX Design April 2014 - June 2014
Vanguard January 2011 - July 2013
Drexel University April 2013 - June 2013
Drexel University April 2012 - June 2012
Scott Lindsten January 1994 - January 2011
QVC November 2010 - December 2010
Vanguard June 2010 - October 2010
TrueAction October 2008 - June 2010
Skills
Illustrator, Interaction Design, Web Design, Graphic Design, Experience Design, Logo Design, Typography, Adobe Creative Suite, Layout, XHTML, User Experience Design, User Experience, HTML 5, Motion Graphics, User Interface Design, CSS, Art Direction, JavaScript, Information Design, Usability, User Interface
Education
Colorado State University 1997 — 2000
MFA, Graphic Design
Colorado State University 1992 — 1996
BFA, Graphic Design
Stephanie Chrysogelos Stephanie Chrysogelos's Vanguard Experience April 2013 - Present
Job Transition Case Associate
Industry Higher Education
Experience
Vanguard April 2013 - Present
Rio Salado College September 2011 - Present
Vanguard December 2012 - April 2013
Apollo Group February 2012 - November 2012
Apollo Group December 2007 - February 2012
Apollo Group November 2006 - December 2007
Heiberg Consulting, Inc. August 2005 - September 2006
Skills
Higher Education, Analysis, Management, Recruiting, Budgets, Interviews, Customer Service, Policy, Finance, Software Documentation, Accounting, SharePoint, Forecasting, Staff Development, Auditing, Public Speaking
Education
University of Phoenix 2010 — 2011
Master, Accountancy
University of Phoenix 2008 — 2009
Master, Business Administration
Colorado State University 2001 — 2005
Bachelor, Sociology
Vanguard April 2013 - Present
Rio Salado College September 2011 - Present
Vanguard December 2012 - April 2013
Apollo Group February 2012 - November 2012
Apollo Group December 2007 - February 2012
Apollo Group November 2006 - December 2007
Heiberg Consulting, Inc. August 2005 - September 2006
Skills
Higher Education, Analysis, Management, Recruiting, Budgets, Interviews, Customer Service, Policy, Finance, Software Documentation, Accounting, SharePoint, Forecasting, Staff Development, Auditing, Public Speaking
Education
University of Phoenix 2010 — 2011
Master, Accountancy
University of Phoenix 2008 — 2009
Master, Business Administration
Colorado State University 2001 — 2005
Bachelor, Sociology
Elise Burgess Elise Burgess's Vanguard Experience October 2012 - Present
Job Quality Assurance Supervisor, Graphic Artist and Animator
Industry Computer Software
Experience
Vanguard October 2012 - Present
Digital Dream Forge June 2011 - June 2012
Blueprint Consulting Services, LLC June 2010 - June 2011
D3Publisher of America April 2008 - February 2010
D3Publisher of America July 2006 - April 2008
FACS Group, Inc March 2006 - December 2007
Rocky Mountain Chocolate Factory August 2004 - March 2006
Blockbuster September 2002 - June 2003
KPCW Radio October 2000 - February 2002
Skills
Video Games, PS3, Animation, Project Management, Game Development, Quality Assurance, Gameplay, Xbox 360, Wii, Computer Games, Texturing, Maya, Scripting, Computer Animation, Testing, Mobile Games
Education
Collins College 2003 — 2006
BA, Animation
Vanguard October 2012 - Present
Digital Dream Forge June 2011 - June 2012
Blueprint Consulting Services, LLC June 2010 - June 2011
D3Publisher of America April 2008 - February 2010
D3Publisher of America July 2006 - April 2008
FACS Group, Inc March 2006 - December 2007
Rocky Mountain Chocolate Factory August 2004 - March 2006
Blockbuster September 2002 - June 2003
KPCW Radio October 2000 - February 2002
Skills
Video Games, PS3, Animation, Project Management, Game Development, Quality Assurance, Gameplay, Xbox 360, Wii, Computer Games, Texturing, Maya, Scripting, Computer Animation, Testing, Mobile Games
Education
Collins College 2003 — 2006
BA, Animation
Joe Benedix Joe Benedix's Vanguard Experience June 2015 - Present
Job MBA Candidate, Georgia Tech Scheller College of Business
Industry Financial Services
Experience
Vanguard June 2015 - Present
Deloitte September 2012 - July 2014
Deloitte September 2010 - August 2012
NxStage Medical June 2009 - August 2009
Skills
Management Consulting, Loss Mitigation, Internal Controls, Enterprise Risk..., Auditing, Financial Services, Sarbanes-Oxley Act, Financial Modeling, Loan Modifications, Mortgage Compliance, HAMP, Regulatory Guidelines, Regulatory Requirements, Communication Skills, Change Management, Governance, Risk Assessment, Employee Training, Financial Analysis, Microsoft Excel, Business Process..., Management
Education
Clemson University - College of Business and Behavioral Science 2006 — 2010
Bachelor's degree, Accounting and Finance
Georgia Institute of Technology
Vanguard June 2015 - Present
Deloitte September 2012 - July 2014
Deloitte September 2010 - August 2012
NxStage Medical June 2009 - August 2009
Skills
Management Consulting, Loss Mitigation, Internal Controls, Enterprise Risk..., Auditing, Financial Services, Sarbanes-Oxley Act, Financial Modeling, Loan Modifications, Mortgage Compliance, HAMP, Regulatory Guidelines, Regulatory Requirements, Communication Skills, Change Management, Governance, Risk Assessment, Employee Training, Financial Analysis, Microsoft Excel, Business Process..., Management
Education
Clemson University - College of Business and Behavioral Science 2006 — 2010
Bachelor's degree, Accounting and Finance
Georgia Institute of Technology
Noel Medrano Noel Medrano's Vanguard Experience January 2008 - June 2009
Job Make Your Memories
Industry Public Policy
Experience
self 2011 - Present
Scottsdale Police Department June 1999 - Present
ACS-PrePass May 2010 - February 2012
McKesson Medical November 2009 - May 2010
Bank of America June 2009 - November 2009
Vanguard January 2008 - June 2009
Charles Swab April 2007 - January 2008
American Medical Response August 1990 - May 1998
Skills
Customer Service, Training, Problem Solving, Accounting, Disaster Response, Public Safety, Leadership, Project Management
Education
Humana Hospital Aurora Colorado 1990 — 1990
Emergency Medical Technician, Emergency Medicine
Colorado State University 1985 — 1987
none, Economics
Pomona High School 1983 — 1985
Diploma
self 2011 - Present
Scottsdale Police Department June 1999 - Present
ACS-PrePass May 2010 - February 2012
McKesson Medical November 2009 - May 2010
Bank of America June 2009 - November 2009
Vanguard January 2008 - June 2009
Charles Swab April 2007 - January 2008
American Medical Response August 1990 - May 1998
Skills
Customer Service, Training, Problem Solving, Accounting, Disaster Response, Public Safety, Leadership, Project Management
Education
Humana Hospital Aurora Colorado 1990 — 1990
Emergency Medical Technician, Emergency Medicine
Colorado State University 1985 — 1987
none, Economics
Pomona High School 1983 — 1985
Diploma
Lisa Sawczuk Lisa Sawczuk's Vanguard Experience April 1998 - July 2002
Job Specialist
Industry Restaurants
Experience
ESSENTRICS of Lombard June 2015 - Present
McDonald's USA LLC August 2002 - Present
Vanguard April 1998 - July 2002
Self-Employed September 1988 - July 1997
The Inland Real Estate Group of Companies, Inc. 1994 - 1997
Waste Management August 1988 - June 1990
United States Gypsum October 1985 - August 1987
Skills
Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Event Planning, Outlook, Microsoft Word, Social Media, Event Management, Administrative..., Budgets, File Management, Access, Customer Satisfaction, Restaurants, Spanish, Training, Team Building, Strategic Planning, Management
Education
MacCormac Junior College 1982 — 1983
Business Secretarial
College of DuPage
Business
ESSENTRICS of Lombard June 2015 - Present
McDonald's USA LLC August 2002 - Present
Vanguard April 1998 - July 2002
Self-Employed September 1988 - July 1997
The Inland Real Estate Group of Companies, Inc. 1994 - 1997
Waste Management August 1988 - June 1990
United States Gypsum October 1985 - August 1987
Skills
Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Event Planning, Outlook, Microsoft Word, Social Media, Event Management, Administrative..., Budgets, File Management, Access, Customer Satisfaction, Restaurants, Spanish, Training, Team Building, Strategic Planning, Management
Education
MacCormac Junior College 1982 — 1983
Business Secretarial
College of DuPage
Business
Jill St. Laurent's Vanguard Experience January 2013 - March 2013
Job Finishing Bachelors in Social Work.
Industry Individual & Family Services
Experience
Stay At Home Mom January 2013 - Present
American Express April 2013 - December 2013
Vanguard January 2013 - March 2013
Service Corporation International November 2008 - January 2013
The Connor Group September 2007 - October 2008
Gymboree September 2002 - October 2007
Skills
Microsoft Excel, Public Relations, Employee Relations, Administrative..., Management, Team Leadership, Event Management, Supervisory Skills, Cold Calling, Small Business, Retail, Payroll, Social Networking, Inventory Management, Office Management, Teamwork, Sales Management, Advertising, Customer Retention, Compassion, Insurance, Merchandising, Interviews, Call Centers
Education
College of Southern Nevada
University of Nebraska at Kearney 1998 — 2000
Social Work
Stay At Home Mom January 2013 - Present
American Express April 2013 - December 2013
Vanguard January 2013 - March 2013
Service Corporation International November 2008 - January 2013
The Connor Group September 2007 - October 2008
Gymboree September 2002 - October 2007
Skills
Microsoft Excel, Public Relations, Employee Relations, Administrative..., Management, Team Leadership, Event Management, Supervisory Skills, Cold Calling, Small Business, Retail, Payroll, Social Networking, Inventory Management, Office Management, Teamwork, Sales Management, Advertising, Customer Retention, Compassion, Insurance, Merchandising, Interviews, Call Centers
Education
College of Southern Nevada
University of Nebraska at Kearney 1998 — 2000
Social Work
Erin Gotterbarm Erin Gotterbarm's Vanguard Experience June 2013 - Present
Job Supervisor in our Resolution Services Department where I get the opportunity to manage a dynamic, engaged team
Industry Financial Services
Experience
Vanguard June 2013 - Present
Academic Success Center of Clemson University August 2011 - May 2013
Baptist Foundation of South Carolina May 2012 - August 2012
Skills
Public Speaking, Grant Writing, Creative Writing, Organizational Design, Team Leadership, Leadership Development, Tutoring, Sarcastic Humour, Research, Customer Service, Leadership, Time Management, PowerPoint
Education
Clemson University - College of Business and Behavioral Science 2009 — 2013
International Management & Marketing, B.S., Minor: Psychology, Senior
Clemson University - College of Business and Behavioral Science 2009 — 2013
Bachelor of Science (BS), Marketing/Marketing Management, General
Vanguard June 2013 - Present
Academic Success Center of Clemson University August 2011 - May 2013
Baptist Foundation of South Carolina May 2012 - August 2012
Skills
Public Speaking, Grant Writing, Creative Writing, Organizational Design, Team Leadership, Leadership Development, Tutoring, Sarcastic Humour, Research, Customer Service, Leadership, Time Management, PowerPoint
Education
Clemson University - College of Business and Behavioral Science 2009 — 2013
International Management & Marketing, B.S., Minor: Psychology, Senior
Clemson University - College of Business and Behavioral Science 2009 — 2013
Bachelor of Science (BS), Marketing/Marketing Management, General
Amanda Slechta's Vanguard Experience April 2014 - Present
Job Investment Specialist at Vanguard
Industry Financial Services
Experience
Vanguard April 2014 - Present
Skills
Teamwork, Leadership, Client Relationship..., Time Management, Customer Service, Consultative Sales, Financial Analysis, Market Research, Microsoft Office
Education
College of Charleston 2009 — 2013
Bachelor of Applied Science (BASc), Business Administration and Management, General
Kings College London 2011 — 2011
Corporate Finance and Marketing
Vanguard April 2014 - Present
Skills
Teamwork, Leadership, Client Relationship..., Time Management, Customer Service, Consultative Sales, Financial Analysis, Market Research, Microsoft Office
Education
College of Charleston 2009 — 2013
Bachelor of Applied Science (BASc), Business Administration and Management, General
Kings College London 2011 — 2011
Corporate Finance and Marketing
Darrell Andrew De Leoz, CWS®, CRPC®, AAMS® Darrell Andrew De Leoz, CWS®, CRPC®, AAMS®'s Vanguard Experience September 2005 - September 2006
Job Account Manager at Loring Ward
Industry Financial Services
Experience
Loring Ward April 2015 - Present
National Planning Corporation (NPC) August 2013 - April 2015
Merrill Edge August 2012 - July 2013
USAA September 2006 - August 2012
US Army - California Army National Guard September 2004 - April 2008
Vanguard September 2005 - September 2006
US Army - Active Duty September 1998 - September 2002
Skills
Mutual Funds, Fixed Annuities, Life Insurance, Retirement Planning, Financial Advisory, Series 6, Series 7, Series 24, Series 51, Series 63, Series 65, Asset Allocation, Team Building, Financial Planning, Risk Management, Management, Securities, Strategic Financial..., Government, Security Clearance, Investment Advisory, Broker-Dealer Operations, Broker-Dealer Compliance
Education
College for Financial Planning
MA, Finance
University of California, Davis
BA, Political Science/Economics
Loring Ward April 2015 - Present
National Planning Corporation (NPC) August 2013 - April 2015
Merrill Edge August 2012 - July 2013
USAA September 2006 - August 2012
US Army - California Army National Guard September 2004 - April 2008
Vanguard September 2005 - September 2006
US Army - Active Duty September 1998 - September 2002
Skills
Mutual Funds, Fixed Annuities, Life Insurance, Retirement Planning, Financial Advisory, Series 6, Series 7, Series 24, Series 51, Series 63, Series 65, Asset Allocation, Team Building, Financial Planning, Risk Management, Management, Securities, Strategic Financial..., Government, Security Clearance, Investment Advisory, Broker-Dealer Operations, Broker-Dealer Compliance
Education
College for Financial Planning
MA, Finance
University of California, Davis
BA, Political Science/Economics
Jonathan Mast, CIMA® Jonathan Mast, CIMA®'s Vanguard Experience May 2011 - October 2014
Job Advisor Consultant, Lincoln Investment
Industry Financial Services
Experience
Lincoln Investment October 2014 - Present
Vanguard May 2011 - October 2014
New York Life Insurance Company October 2007 - April 2011
Skills
Retirement Planning, Investments, Mutual Funds, Securities, Retirement, Asset Allocation, Investment Management, Financial Services, Equities, Fixed Income, Insurance, Finance, Series 7, series 66, Series 63, Series 6
Education
Colorado State University 2001 — 2007
2007Bachelor of Arts, Political Science
Lincoln Investment October 2014 - Present
Vanguard May 2011 - October 2014
New York Life Insurance Company October 2007 - April 2011
Skills
Retirement Planning, Investments, Mutual Funds, Securities, Retirement, Asset Allocation, Investment Management, Financial Services, Equities, Fixed Income, Insurance, Finance, Series 7, series 66, Series 63, Series 6
Education
Colorado State University 2001 — 2007
2007Bachelor of Arts, Political Science
Monique Pope's Vanguard Experience February 2013 - May 2014
Job Small Business Deposits BOA
Industry Financial Services
Experience
Bank of America December 2014 - Present
Vanguard February 2013 - May 2014
Caravelle resort June 2012 - November 2012
Skills
Hospitality Management, Food & Beverage, Hospitality, Hospitality Industry, Hotel Management, Hotels, Meeting Planning, Leadership, Time Management, CRM, Customer Satisfaction, Customer Service, Microsoft Office, Microsoft Word, Event Planning, Social Networking, Social Media, Event Management, Teamwork, Public Speaking, Microsoft Excel, PowerPoint
Education
Coastal Carolina University 2009 — 2012
Bachelor of Arts (B.A.), Communication, General
Wilmington University
Master of Business Administration (MBA), Human Resources Management/Personnel Administration, General
Bank of America December 2014 - Present
Vanguard February 2013 - May 2014
Caravelle resort June 2012 - November 2012
Skills
Hospitality Management, Food & Beverage, Hospitality, Hospitality Industry, Hotel Management, Hotels, Meeting Planning, Leadership, Time Management, CRM, Customer Satisfaction, Customer Service, Microsoft Office, Microsoft Word, Event Planning, Social Networking, Social Media, Event Management, Teamwork, Public Speaking, Microsoft Excel, PowerPoint
Education
Coastal Carolina University 2009 — 2012
Bachelor of Arts (B.A.), Communication, General
Wilmington University
Master of Business Administration (MBA), Human Resources Management/Personnel Administration, General
Gerald D. Anderson's Vanguard Experience February 2004 - September 2007
Job Benefits Advisor at Aon Retiree Health Exchange
Industry Human Resources
Experience
Aon Hewitt June 2013 - Present
Polygon CRM Consultants, LLC March 2012 - Present
Carolina Panthers June 2012 - Present
Aon Hewitt September 2012 - June 2013
TIAA-CREF April 2011 - August 2012
Allstate June 2010 - April 2011
State Farm Insurance October 2009 - April 2010
Verizon Wireless August 2008 - October 2009
LPL Financial September 2007 - July 2008
Vanguard February 2004 - September 2007
Skills
Human Resources, Benefits Administration, Retirement Plan..., Training Delivery, Sales Analysis, Call Center..., Investment Management, Team Management, Employee Benefits, Process Improvement, Change Management, Training, Project Management, Data Analysis, Operations Management, Business Analysis, Employee Relations, Onboarding, Insurance, Leadership, Management, Time Management, Call Centers, Recruiting, Organizational..., Leadership Development, Program Management, Sales, Analysis, Risk Management, CRM, Financial Services, Customer Satisfaction, Finance, Marketing, Investments, Performance Management, Budgets, Customer Service, Vendor Management
Education
University of Maryland University College 2009 — 2013
Master of Science (MS), Health/Health Care Administration/Management
Clemson University - College of Business and Behavioral Science 1993 — 1997
Bachelor of Science (BS), Finance and Financial Management Services
Timmonsville High School 1989 — 1993
Academic and High School Diplomas
Aon Hewitt June 2013 - Present
Polygon CRM Consultants, LLC March 2012 - Present
Carolina Panthers June 2012 - Present
Aon Hewitt September 2012 - June 2013
TIAA-CREF April 2011 - August 2012
Allstate June 2010 - April 2011
State Farm Insurance October 2009 - April 2010
Verizon Wireless August 2008 - October 2009
LPL Financial September 2007 - July 2008
Vanguard February 2004 - September 2007
Skills
Human Resources, Benefits Administration, Retirement Plan..., Training Delivery, Sales Analysis, Call Center..., Investment Management, Team Management, Employee Benefits, Process Improvement, Change Management, Training, Project Management, Data Analysis, Operations Management, Business Analysis, Employee Relations, Onboarding, Insurance, Leadership, Management, Time Management, Call Centers, Recruiting, Organizational..., Leadership Development, Program Management, Sales, Analysis, Risk Management, CRM, Financial Services, Customer Satisfaction, Finance, Marketing, Investments, Performance Management, Budgets, Customer Service, Vendor Management
Education
University of Maryland University College 2009 — 2013
Master of Science (MS), Health/Health Care Administration/Management
Clemson University - College of Business and Behavioral Science 1993 — 1997
Bachelor of Science (BS), Finance and Financial Management Services
Timmonsville High School 1989 — 1993
Academic and High School Diplomas
Peter Valentine Peter Valentine's Vanguard Experience 2001 - 2007
Job VP Relationship Manager at T Rowe Price
Industry Financial Services
Experience
T Rowe Price June 2007 - Present
The Vanguard Group May 2001 - June 2007
Vanguard 2001 - 2007
PwC Consulting May 1994 - May 2001
Dun + Bradstreet Company 1984 - 1994
Skills
401k, Series 63, Series 6, Mutual Funds, Series 7, Retirement, Defined Contribution, Retirement Plan..., ERISA, Profit Sharing, Asset Allocation
Education
College for Financial Planning 2001 — 2004
MS, Personal Financial Planning
University of Tampa 1996 — 2001
BS, Finance
T Rowe Price June 2007 - Present
The Vanguard Group May 2001 - June 2007
Vanguard 2001 - 2007
PwC Consulting May 1994 - May 2001
Dun + Bradstreet Company 1984 - 1994
Skills
401k, Series 63, Series 6, Mutual Funds, Series 7, Retirement, Defined Contribution, Retirement Plan..., ERISA, Profit Sharing, Asset Allocation
Education
College for Financial Planning 2001 — 2004
MS, Personal Financial Planning
University of Tampa 1996 — 2001
BS, Finance
Emily Deshka Neill Emily Deshka Neill's Vanguard Experience September 2011 - September 2014
Job Property Management at East West Resorts
Industry Real Estate
Experience
East West Resorts October 2014 - Present
Vanguard September 2011 - September 2014
Telluride Ski &Golf December 2008 - May 2011
ReVelle Handcrafted Surfaces May 2010 - July 2010
Skills
Series 63, Mutual Funds, Series 6, Investments, Financial Services, Sales, Leadership, Customer Service, Qualitative Research, Retirement Planning, Securities, Financial Analysis, Financial Advisory, Financial Planning, Bloomberg, Wealth Management, Insurance, Equities, Finance, Investment Strategies, Employee Benefits, Series 7, Asset Management, Customer Relations, Portfolio Management, Salesforce.com, Building Relationships, Asset Managment, Asset Allocation, Property Management
Education
Colorado State University 2006 — 2010
Bachelor of Science, Business Administration, Finance
East West Resorts October 2014 - Present
Vanguard September 2011 - September 2014
Telluride Ski &Golf December 2008 - May 2011
ReVelle Handcrafted Surfaces May 2010 - July 2010
Skills
Series 63, Mutual Funds, Series 6, Investments, Financial Services, Sales, Leadership, Customer Service, Qualitative Research, Retirement Planning, Securities, Financial Analysis, Financial Advisory, Financial Planning, Bloomberg, Wealth Management, Insurance, Equities, Finance, Investment Strategies, Employee Benefits, Series 7, Asset Management, Customer Relations, Portfolio Management, Salesforce.com, Building Relationships, Asset Managment, Asset Allocation, Property Management
Education
Colorado State University 2006 — 2010
Bachelor of Science, Business Administration, Finance
Jack Lichwa, MCPD, OCPJP,CQF, PMP, CSM Jack Lichwa, MCPD, OCPJP,CQF, PMP, CSM's Vanguard Experience September 2012 - 2014
Job Solution Architect at Jack Lichwa Consulting Inc
Industry Information Technology and Services
Experience
Jack Lichwa Consulting Inc September 2010 - Present
Northern Trust Corporation 2015 - Present
ProActive Technology Partners September 2012 - Present
Vanguard September 2012 - 2014
Northern Trust September 2010 - August 2012
Chicago Booth Center for Research in Security Prices December 2009 - September 2010
Avanade July 2007 - December 2009
Accenture June 2009 - November 2009
Northern Trust June 2008 - June 2009
Cardinal Health January 2008 - June 2008
Skills
Software Architectural..., DDD, SOA, Message Oriented..., ALM, Full SDLC, Scrum, Business Analysis, Capital Markets, Index Funds, Portfolio Management, Business Requirements, Microsoft Technologies, Architecture, Requirements Analysis, Databases, Database Design, Enterprise Architecture, Integration, Distributed Systems, Agile Methodologies, Gemfire, Application Architecture, UML, Agile Project Management, Software Development
Education
WIT Warsaw BS Computer Engineering 1999 — 2003
Bachelor, Information Technology
Columbia University in the City of New York
Financial Engineering Independent Courses
Jack Lichwa Consulting Inc September 2010 - Present
Northern Trust Corporation 2015 - Present
ProActive Technology Partners September 2012 - Present
Vanguard September 2012 - 2014
Northern Trust September 2010 - August 2012
Chicago Booth Center for Research in Security Prices December 2009 - September 2010
Avanade July 2007 - December 2009
Accenture June 2009 - November 2009
Northern Trust June 2008 - June 2009
Cardinal Health January 2008 - June 2008
Skills
Software Architectural..., DDD, SOA, Message Oriented..., ALM, Full SDLC, Scrum, Business Analysis, Capital Markets, Index Funds, Portfolio Management, Business Requirements, Microsoft Technologies, Architecture, Requirements Analysis, Databases, Database Design, Enterprise Architecture, Integration, Distributed Systems, Agile Methodologies, Gemfire, Application Architecture, UML, Agile Project Management, Software Development
Education
WIT Warsaw BS Computer Engineering 1999 — 2003
Bachelor, Information Technology
Columbia University in the City of New York
Financial Engineering Independent Courses
Anoop R Nair Anoop R Nair's Vanguard Experience July 2012 - Present
Job Systems Manager at The Vanguard Group, Inc.
Industry Financial Services
Experience
Vanguard July 2012 - Present
Vanguard January 2010 - August 2012
Vanguard July 2005 - December 2009
Vanguard October 1999 - July 2005
IBM Global Services January 1998 - October 1999
BNA Technology Consulting Pvt Ltd July 1995 - December 1997
Skills
SDLC, Data Modeling, DB2, Databases, Mutual Funds, Data Warehousing, Integration, Requirements Gathering, SOA, Investment Management, SQL, Database Design, Unix, Agile Methodologies, ETFs, Data Management, Brokerage, Project Management, Mainframe, Sybase, Control-M, Datastage, JCL, Defined Contribution, 401k, Software Project..., Requirements Analysis, ETL, Agile Project Management, Systems Analysis, Waterfall, COBOL, Visio, Investment Data..., Enterprise Data Modeling, Financial Instruments, Strategic Leadership, Business Acumen, SRM, Data Governance, Enterprise Software, Enterprise Architecture, Business Requirements
Education
Penn State University 2013 — 2015
Master of Business Administration (MBA)
Cochin University of Science and Technology 1991 — 1995
Bachelor of Technology (B.Tech), Electronics Engineering
Vanguard July 2012 - Present
Vanguard January 2010 - August 2012
Vanguard July 2005 - December 2009
Vanguard October 1999 - July 2005
IBM Global Services January 1998 - October 1999
BNA Technology Consulting Pvt Ltd July 1995 - December 1997
Skills
SDLC, Data Modeling, DB2, Databases, Mutual Funds, Data Warehousing, Integration, Requirements Gathering, SOA, Investment Management, SQL, Database Design, Unix, Agile Methodologies, ETFs, Data Management, Brokerage, Project Management, Mainframe, Sybase, Control-M, Datastage, JCL, Defined Contribution, 401k, Software Project..., Requirements Analysis, ETL, Agile Project Management, Systems Analysis, Waterfall, COBOL, Visio, Investment Data..., Enterprise Data Modeling, Financial Instruments, Strategic Leadership, Business Acumen, SRM, Data Governance, Enterprise Software, Enterprise Architecture, Business Requirements
Education
Penn State University 2013 — 2015
Master of Business Administration (MBA)
Cochin University of Science and Technology 1991 — 1995
Bachelor of Technology (B.Tech), Electronics Engineering
Jerry Leyden Jerry Leyden's Vanguard Experience November 2003 - Present
Job Manager at Vanguard
Industry Financial Services
Experience
Vanguard November 2003 - Present
Vanguard April 1998 - November 2003
Vanguard April 1996 - April 1998
Vanguard March 1994 - May 1995
Skills
Financial Planning, Management, Leadership, Customer Service, Investments, Certified Financial..., Finance, Series 7, Series 24, Staff Development, Hiring, Team Development, Retirement, Asset Allocation, Financial Advisory, Asset Management
Education
Saint Joseph's University 1995 — 1998
Master's Degree, Finance, General
College for Financial Planning 1994 — 1996
CFP Professional Education Program, Financial Planning and Services
University of Scranton 1987 — 1991
Bachelor's Degree, Marketing
Vanguard November 2003 - Present
Vanguard April 1998 - November 2003
Vanguard April 1996 - April 1998
Vanguard March 1994 - May 1995
Skills
Financial Planning, Management, Leadership, Customer Service, Investments, Certified Financial..., Finance, Series 7, Series 24, Staff Development, Hiring, Team Development, Retirement, Asset Allocation, Financial Advisory, Asset Management
Education
Saint Joseph's University 1995 — 1998
Master's Degree, Finance, General
College for Financial Planning 1994 — 1996
CFP Professional Education Program, Financial Planning and Services
University of Scranton 1987 — 1991
Bachelor's Degree, Marketing
Stan Bryan Stan Bryan's Vanguard Experience November 2014 - Present
Job Finance Manager at Vanguard
Industry Investment Management
Experience
Vanguard November 2014 - Present
Vanguard September 2011 - October 2014
Vanguard August 2010 - August 2011
Vanguard June 2008 - July 2010
McEwen Industries June 2007 - August 2007
Skills
Financial Modeling, Financial Analysis, Strategic Financial..., Financial Reporting, Financial Management, Data Analysis, Excel, Essbase, Hyperion Enterprise, Competitive Analysis, PeopleSoft, Mutual Funds, Finance, Investments, Analysis, Strategy, Microsoft Office, Financial Planning
Education
Clemson University - College of Business and Behavioral Science 2004 — 2008
BS, Financial Management
Charlotte Country Day School 1993 — 2004
Vanguard November 2014 - Present
Vanguard September 2011 - October 2014
Vanguard August 2010 - August 2011
Vanguard June 2008 - July 2010
McEwen Industries June 2007 - August 2007
Skills
Financial Modeling, Financial Analysis, Strategic Financial..., Financial Reporting, Financial Management, Data Analysis, Excel, Essbase, Hyperion Enterprise, Competitive Analysis, PeopleSoft, Mutual Funds, Finance, Investments, Analysis, Strategy, Microsoft Office, Financial Planning
Education
Clemson University - College of Business and Behavioral Science 2004 — 2008
BS, Financial Management
Charlotte Country Day School 1993 — 2004
Bala Kalyanasundaram's Vanguard Experience 2008 - Present
Job Head of User Experience, Financial Advisors at Vanguard Group
Industry Design
Experience
Vanguard 2008 - Present
Vanguard 2005 - 2007
Vanguard October 2002 - 2005
Datacore Systems January 2001 - October 2002
Media Arts November 1999 - January 2001
Enterprise Telesys, Coimbatore, India 1998 - 1999
Kadri Mills 1997 - 1999
Skills
User Experience Strategy, Information Architecture, User Interface Design, User Experience, Wire Framing, User-centered Design, Usability, Usability Engineering, User Experience Design, User Interface, User Research, Wireframes, Experience Design, Site Maps, Web Standards, HTML 5, Front-end, XHTML, Web Analytics, Usability Testing, Persona, Heuristic Evaluation, Mobile Design, User Scenarios, Interaction Design, Human Computer..., Information Design, Mobile Applications, Card Sorting, Web Project Management, Contextual Inquiry, Rapid Prototyping, Adobe Fireworks, Design Strategy, Agile Methodologies, Strategy, Mobile Devices, Task Analysis, CSS
Education
Coimbatore Institute of Technology 1993 — 1997
Bachelor of Engineering, Electrical and Electronics
Stanford University 2014 — 2014
Design Thinking
Vanguard 2008 - Present
Vanguard 2005 - 2007
Vanguard October 2002 - 2005
Datacore Systems January 2001 - October 2002
Media Arts November 1999 - January 2001
Enterprise Telesys, Coimbatore, India 1998 - 1999
Kadri Mills 1997 - 1999
Skills
User Experience Strategy, Information Architecture, User Interface Design, User Experience, Wire Framing, User-centered Design, Usability, Usability Engineering, User Experience Design, User Interface, User Research, Wireframes, Experience Design, Site Maps, Web Standards, HTML 5, Front-end, XHTML, Web Analytics, Usability Testing, Persona, Heuristic Evaluation, Mobile Design, User Scenarios, Interaction Design, Human Computer..., Information Design, Mobile Applications, Card Sorting, Web Project Management, Contextual Inquiry, Rapid Prototyping, Adobe Fireworks, Design Strategy, Agile Methodologies, Strategy, Mobile Devices, Task Analysis, CSS
Education
Coimbatore Institute of Technology 1993 — 1997
Bachelor of Engineering, Electrical and Electronics
Stanford University 2014 — 2014
Design Thinking
Jabre Thornton Jabre Thornton's Vanguard Experience December 2013 - Present
Job iOS/Android Software Developer at Vanguard
Industry Computer Software
Experience
Vanguard December 2013 - Present
IBM August 2013 - December 2013
North Carolina Central University March 2011 - December 2013
Vanguard May 2013 - 2013
US Army March 2005 - March 2011
Ben and Jerry's March 2003 - March 2004
Skills
Java, Software Engineering, C++, CSS, Security Clearance, XML, Technical Writing, Programming, Critical Thinking, Photoshop, Linux, Algorithms, Organizational..., Military Experience, Dreamweaver, OS X, Adobe Creative Suite, Graphic Design, iOS development, Xcode, Computer Science, Flash, Computer Graphics, MySQL, Mobile Applications, Eclipse, Drawing, Painting, Fine Art, Final Cut Pro, PHP, Ubuntu, Objective-C, Dynamic Programming, Marksmanship, Weapons Handling, Firearms, Combat Lifesaver, Microsoft Visual Studio..., C#, Mathematics, Linear Algebra, Discrete Mathematics, Illustrator, Android SDK, National Security, Long range marksmanship, gunsmithing, Cooking, Reflexive fire
Education
North Carolina Central University 2011 — 2013
Bachelor of Science (BS), Computer Science, Magna Cum Laude
Defense Information School 2005 — 2005
Certified Multimedia Illustrator - Army, Graphic Design
College of Charleston 2000 — 2004
Bachelor of Arts (B.A.), Fine and Studio Arts
Vanguard December 2013 - Present
IBM August 2013 - December 2013
North Carolina Central University March 2011 - December 2013
Vanguard May 2013 - 2013
US Army March 2005 - March 2011
Ben and Jerry's March 2003 - March 2004
Skills
Java, Software Engineering, C++, CSS, Security Clearance, XML, Technical Writing, Programming, Critical Thinking, Photoshop, Linux, Algorithms, Organizational..., Military Experience, Dreamweaver, OS X, Adobe Creative Suite, Graphic Design, iOS development, Xcode, Computer Science, Flash, Computer Graphics, MySQL, Mobile Applications, Eclipse, Drawing, Painting, Fine Art, Final Cut Pro, PHP, Ubuntu, Objective-C, Dynamic Programming, Marksmanship, Weapons Handling, Firearms, Combat Lifesaver, Microsoft Visual Studio..., C#, Mathematics, Linear Algebra, Discrete Mathematics, Illustrator, Android SDK, National Security, Long range marksmanship, gunsmithing, Cooking, Reflexive fire
Education
North Carolina Central University 2011 — 2013
Bachelor of Science (BS), Computer Science, Magna Cum Laude
Defense Information School 2005 — 2005
Certified Multimedia Illustrator - Army, Graphic Design
College of Charleston 2000 — 2004
Bachelor of Arts (B.A.), Fine and Studio Arts
Jordan Ciganik Jordan Ciganik's Vanguard Experience August 2012 - Present
Job Financial Administrator at Vanguard
Industry Financial Services
Experience
Vanguard August 2012 - Present
Exelon June 2011 - August 2011
Education
Clemson University - College of Business and Behavioral Science 2008 — 2012
Financial Management
Vanguard August 2012 - Present
Exelon June 2011 - August 2011
Education
Clemson University - College of Business and Behavioral Science 2008 — 2012
Financial Management
Doug Hains Doug Hains's Vanguard Experience May 2005 - August 2005
Job Data Scientist/Software Development Engineer at Amazon
Industry Computer Software
Experience
Amazon September 2013 - Present
Colorado State University September 2009 - September 2013
Colorado State University May 2007 - September 2009
Informatica May 2006 - August 2006
Vanguard May 2005 - August 2005
Skills
Artificial Intelligence, Combinatorial..., Machine Learning, CUDA, Software Development, Scientific Programming, Algorithms, Distributed Systems, Computer Science, LaTeX, MPI, Parallel Programming, Parallel Computing, Scientific Computing, High Performance..., Linux, C++
Education
Colorado State University 2010 — 2013
Doctor of Philosophy (PhD), Computer Science
Colorado State University 2007 — 2010
Master of Science (MS), Computer Science
Penn State University 2003 — 2007
Bachelor of Science (BS), Computer Science, 3.98 GPA, 4.00 Major GPA, Graduated Summa Cum Laude
Amazon September 2013 - Present
Colorado State University September 2009 - September 2013
Colorado State University May 2007 - September 2009
Informatica May 2006 - August 2006
Vanguard May 2005 - August 2005
Skills
Artificial Intelligence, Combinatorial..., Machine Learning, CUDA, Software Development, Scientific Programming, Algorithms, Distributed Systems, Computer Science, LaTeX, MPI, Parallel Programming, Parallel Computing, Scientific Computing, High Performance..., Linux, C++
Education
Colorado State University 2010 — 2013
Doctor of Philosophy (PhD), Computer Science
Colorado State University 2007 — 2010
Master of Science (MS), Computer Science
Penn State University 2003 — 2007
Bachelor of Science (BS), Computer Science, 3.98 GPA, 4.00 Major GPA, Graduated Summa Cum Laude
Mark Vandenburg, Jr's Vanguard Experience September 2013 - Present
Job Client Relationship Associate at Vanguard
Industry Financial Services
Experience
Vanguard September 2013 - Present
Darden Restaurants July 2010 - September 2013
Coastal Carolina University August 2009 - May 2013
Merrill Lynch May 2012 - August 2012
Skills
Marketing, Teamwork, Customer Service, Finance, Microsoft Excel, Microsoft Dynamics, Microsoft Word, Retirement Planning, Series 6, Series 63, Financial Services, Wealth Management, Interpersonal Leadership, Asset Allocation, Investments, Portfolio Management, Vlookup, Strategic Financial..., Data Management, Data Validation, Currency Exchange, Valuation, Corporate Finance, Behavioral Finance, Multi Tasking, Critical Thinking, Leadership, Determination, Motivation, Communication
Education
Coastal Carolina University 2009 — 2013
Bachelor of Science in Business Administration in, Finance, Wealth Management, 3.548
Spring-Ford High School 2005 — 2009
Vanguard September 2013 - Present
Darden Restaurants July 2010 - September 2013
Coastal Carolina University August 2009 - May 2013
Merrill Lynch May 2012 - August 2012
Skills
Marketing, Teamwork, Customer Service, Finance, Microsoft Excel, Microsoft Dynamics, Microsoft Word, Retirement Planning, Series 6, Series 63, Financial Services, Wealth Management, Interpersonal Leadership, Asset Allocation, Investments, Portfolio Management, Vlookup, Strategic Financial..., Data Management, Data Validation, Currency Exchange, Valuation, Corporate Finance, Behavioral Finance, Multi Tasking, Critical Thinking, Leadership, Determination, Motivation, Communication
Education
Coastal Carolina University 2009 — 2013
Bachelor of Science in Business Administration in, Finance, Wealth Management, 3.548
Spring-Ford High School 2005 — 2009
Heather Farrow Heather Farrow's Vanguard Experience March 2013 - July 2015
Job Asset Management Advisory at PwC
Industry Financial Services
Experience
PricewaterhouseCoopers July 2015 - Present
Vanguard March 2013 - July 2015
Vanguard August 2009 - April 2013
Vanguard July 2008 - August 2009
The Bonadio Group May 2006 - May 2008
Roberts Wesleyan College August 2004 - May 2007
Skills
Internal Audit, Internal Controls, Process Improvement, Project Management, Risk Management, Strategy, Auditing, Business Process..., Finance, Corporate Finance, Business Strategy
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (M.B.A.)
Roberts Wesleyan College
Bachelor of Science (B.S.), Accounting
PricewaterhouseCoopers July 2015 - Present
Vanguard March 2013 - July 2015
Vanguard August 2009 - April 2013
Vanguard July 2008 - August 2009
The Bonadio Group May 2006 - May 2008
Roberts Wesleyan College August 2004 - May 2007
Skills
Internal Audit, Internal Controls, Process Improvement, Project Management, Risk Management, Strategy, Auditing, Business Process..., Finance, Corporate Finance, Business Strategy
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (M.B.A.)
Roberts Wesleyan College
Bachelor of Science (B.S.), Accounting
John Reynolds John Reynolds's Vanguard Experience April 2015 - Present
Job MBA Program at Vanguard
Industry Financial Services
Experience
Vanguard April 2015 - Present
Arundel Capital July 2014 - November 2014
Jennison Associates LLC September 2013 - April 2014
ThinkEquity LLC July 2010 - November 2012
BCMS Corporate October 2009 - July 2010
Skills
Microsoft Office, Valuation, Bloomberg, Equities, Investments, Research, Marketing, Business Planning, Microsoft Excel, PowerPoint, Microsoft Word, Capital IQ, Market Research, Finance, Public Equity Offerings, Private Equity Funding, Mergers & Acquisitions, Investment Banking, Investment Management, Financial Modeling, Financial Analysis, Accounting, Presentations, Biotechnology, Healthcare Industry, Team Management, Team Building, Equity Research, LBO
Education
Columbia Business School 2013 — 2014
Master of Business Administration (M.B.A.)
Trinity College 2005 — 2009
Bachelor of Arts, American Studies
The Hotchkiss School 2001 — 2005
High School Diploma
Independent Day School 1990 — 2001
Vanguard April 2015 - Present
Arundel Capital July 2014 - November 2014
Jennison Associates LLC September 2013 - April 2014
ThinkEquity LLC July 2010 - November 2012
BCMS Corporate October 2009 - July 2010
Skills
Microsoft Office, Valuation, Bloomberg, Equities, Investments, Research, Marketing, Business Planning, Microsoft Excel, PowerPoint, Microsoft Word, Capital IQ, Market Research, Finance, Public Equity Offerings, Private Equity Funding, Mergers & Acquisitions, Investment Banking, Investment Management, Financial Modeling, Financial Analysis, Accounting, Presentations, Biotechnology, Healthcare Industry, Team Management, Team Building, Equity Research, LBO
Education
Columbia Business School 2013 — 2014
Master of Business Administration (M.B.A.)
Trinity College 2005 — 2009
Bachelor of Arts, American Studies
The Hotchkiss School 2001 — 2005
High School Diploma
Independent Day School 1990 — 2001
Douglas J. Sweeney, CRPC® Douglas J. Sweeney, CRPC®'s Vanguard Experience October 1995 - October 1996
Job Partner at The Philadelphia Group Wealth Management
Industry Financial Services
Experience
The Philadelphia Group December 2010 - Present
Wells Fargo Advisors February 2006 - December 2010
PNC Investments January 1998 - February 2006
Morgan Stanley October 1996 - January 1998
Vanguard October 1995 - October 1996
U.S. Congress, Congressman F. James Sensenbrenner September 1993 - October 1995
Skills
Estate Planning, Financial Planning, Retirement Planning, Series 7, Wealth Management, Investments, Asset Management, Portfolio Management, Asset Allocation, Insurance, Mutual Funds, Long Term Care, Retirement Income..., Annuities, 401k, Financial Advisory
Education
College for Financial Planning 2010 — 2011
CRPC
Villanova University 1989 — 1993
BA, Political Science
The Philadelphia Group December 2010 - Present
Wells Fargo Advisors February 2006 - December 2010
PNC Investments January 1998 - February 2006
Morgan Stanley October 1996 - January 1998
Vanguard October 1995 - October 1996
U.S. Congress, Congressman F. James Sensenbrenner September 1993 - October 1995
Skills
Estate Planning, Financial Planning, Retirement Planning, Series 7, Wealth Management, Investments, Asset Management, Portfolio Management, Asset Allocation, Insurance, Mutual Funds, Long Term Care, Retirement Income..., Annuities, 401k, Financial Advisory
Education
College for Financial Planning 2010 — 2011
CRPC
Villanova University 1989 — 1993
BA, Political Science
Glenn Suppanz, MBA, CFP®'s Vanguard Experience September 2014 - Present
Job Senior Wealth Financial Advisor at Vanguard
Industry Financial Services
Experience
Vanguard September 2014 - Present
Vanguard January 2012 - September 2014
Vanguard May 2010 - December 2011
Vanguard January 2008 - May 2010
Ameriprise Financial Services, Inc. August 2005 - August 2007
Prudential Financial February 2000 - August 2005
Skills
Series 7, Series 63, Life Insurance, Retirement Planning, Mutual Funds, Series 6, Series 24, Uniform Combined State..., Retirement, Wealth Management, FINRA, Investments, Strategic Financial..., Fixed Annuities, Investment Advisory, Financial Advisory, Securities, Estate Planning, Asset Managment, Fixed Income, Portfolio Management, Insurance
Education
University of Miami - School of Business 1995 — 2000
MBA, International Business & Marketing
Rutgers University-New Brunswick 1985 — 1990
BA, Economics
College for Financial Planning
CFP
Vanguard September 2014 - Present
Vanguard January 2012 - September 2014
Vanguard May 2010 - December 2011
Vanguard January 2008 - May 2010
Ameriprise Financial Services, Inc. August 2005 - August 2007
Prudential Financial February 2000 - August 2005
Skills
Series 7, Series 63, Life Insurance, Retirement Planning, Mutual Funds, Series 6, Series 24, Uniform Combined State..., Retirement, Wealth Management, FINRA, Investments, Strategic Financial..., Fixed Annuities, Investment Advisory, Financial Advisory, Securities, Estate Planning, Asset Managment, Fixed Income, Portfolio Management, Insurance
Education
University of Miami - School of Business 1995 — 2000
MBA, International Business & Marketing
Rutgers University-New Brunswick 1985 — 1990
BA, Economics
College for Financial Planning
CFP
Kenneth Romanowski Kenneth Romanowski's Vanguard Experience 2000 - Present
Job Senior Trust Financial Advisor at Vanguard
Industry Investment Management
Experience
Vanguard 2000 - Present
First Union National Bank & Others 1989 - 2000
Delaware Valley Society Institute of Certified Financial Planners 1988 - 1993
Atlantic Financial (acquired by Fidelity Bank, NA) 1989 - 1991
Skills
Series 63, Series 7, Wealth Management, Mutual Funds, Asset Allocation, Retirement Planning, Investment Advisory, Investment Strategies, Portfolio Management, Investments, Investment Management, Asset Managment, Series 65
Education
Cannon Trust School 2000 — 2002
CTFA Designation, Trusts and Estates
College for Financial Planning 1984 — 1986
CFP(R) Designation, Financial Planning
Temple University 1975 — 1978
Master of Business Administration (MBA), Organization and Management
Temple University 1970 — 1974
Bachelor of Business Administration (BBA), Finance
Cardinal Dougherty HS 1966 — 1970
Academic
Saint Ambrose School 1958 — 1966
Grade School
Rosemont College
Vanguard 2000 - Present
First Union National Bank & Others 1989 - 2000
Delaware Valley Society Institute of Certified Financial Planners 1988 - 1993
Atlantic Financial (acquired by Fidelity Bank, NA) 1989 - 1991
Skills
Series 63, Series 7, Wealth Management, Mutual Funds, Asset Allocation, Retirement Planning, Investment Advisory, Investment Strategies, Portfolio Management, Investments, Investment Management, Asset Managment, Series 65
Education
Cannon Trust School 2000 — 2002
CTFA Designation, Trusts and Estates
College for Financial Planning 1984 — 1986
CFP(R) Designation, Financial Planning
Temple University 1975 — 1978
Master of Business Administration (MBA), Organization and Management
Temple University 1970 — 1974
Bachelor of Business Administration (BBA), Finance
Cardinal Dougherty HS 1966 — 1970
Academic
Saint Ambrose School 1958 — 1966
Grade School
Rosemont College
Dan Harley's Vanguard Experience May 2010 - Present
Job Retail Marketing Executive at Vanguard
Industry Marketing and Advertising
Experience
Vanguard May 2010 - Present
First National Bank of Omaha August 2006 - May 2010
HSBC Bank USA, N.A. 2005 - 2006
JPMorgan Chase 2002 - 2005
Focint 1999 - 2002
Organic 1998 - 1999
Foote, Cone & Belding 1995 - 1998
Skills
Online Advertising, Analytics, Digital Marketing, Direct Marketing, Marketing Strategy, Account Management, Online Marketing, E-commerce, Marketing, Product Marketing, Strategy, Customer Acquisition, Integrated Marketing, Media Planning, Product Management, Advertising, CRM, Foosball, Team Leadership, Web Marketing
Education
Saint Joseph's University 2011 — 2015
Master of Business Administration (M.B.A.)
Colgate University 1990 — 1994
BA, History
Horace Greeley HS
Vanguard May 2010 - Present
First National Bank of Omaha August 2006 - May 2010
HSBC Bank USA, N.A. 2005 - 2006
JPMorgan Chase 2002 - 2005
Focint 1999 - 2002
Organic 1998 - 1999
Foote, Cone & Belding 1995 - 1998
Skills
Online Advertising, Analytics, Digital Marketing, Direct Marketing, Marketing Strategy, Account Management, Online Marketing, E-commerce, Marketing, Product Marketing, Strategy, Customer Acquisition, Integrated Marketing, Media Planning, Product Management, Advertising, CRM, Foosball, Team Leadership, Web Marketing
Education
Saint Joseph's University 2011 — 2015
Master of Business Administration (M.B.A.)
Colgate University 1990 — 1994
BA, History
Horace Greeley HS
Jim Caruso Jim Caruso's Vanguard Experience 2010 - 2011
Job Experienced Executive Education and Talent Management Professional
Industry Education Management
Experience
Drexel LeBow Corporate and Executive Education 2011 - Present
Drexel University's LeBow College of Business 2011 - Present
Drexel University's LeBow College of Business 2014 - Present
Vanguard 2010 - 2011
Covance 2009 - 2010
Independent Consultancy 2009 - 2009
Haddonfield Professional Networking Group 2007 - 2009
Rotary Club of Haddonfield 2006 - 2008
Merrill Lynch 2005 - 2008
Strategic Management Group (SMG) 1995 - 2005
Skills
Leadership Development, Talent Management, Leadership, Organizational..., Training, Change Management, Coaching, Strategic Planning, Workshop Facilitation, Instructional Design, Strategy, Staff Development, Organizational..., E-Learning, Business Acumen, Consulting, CRM, Human Resources, Program Management, Experiential Learning, Business Development, Executive Education, Blended Learning..., Client Service, Financial Analysis, Talent Development, Facilitation, Management Development, Blended Learning, Business Simulations, Financial Acumen, Computer-based..., Instructing, Client Relationship..., Business Transformation, Tax Preparation, CPA, Action Learning, Human Resource..., Stakeholder Management, Professional Services, Program Facilitation, Gap Analysis, Business Communications, Presentation Development, Presentation Coaching, Curriculum Design, Management, Executive Coaching, Client Services
Education
Columbia University - Columbia Business School 1989 — 1991
MBA, Management of Organizations & Marketing
Drexel University 2011 — 2014
Master's degree, Human Resources Development
Villanova University 1981 — 1985
BS, Accountancy
Archbishop Stepinac HS 1977 — 1981
H.S., Honors/Regents High School/Secondary Diploma Program
St. Anthony's (Nepera Park) 1969 — 1977
Drexel LeBow Corporate and Executive Education 2011 - Present
Drexel University's LeBow College of Business 2011 - Present
Drexel University's LeBow College of Business 2014 - Present
Vanguard 2010 - 2011
Covance 2009 - 2010
Independent Consultancy 2009 - 2009
Haddonfield Professional Networking Group 2007 - 2009
Rotary Club of Haddonfield 2006 - 2008
Merrill Lynch 2005 - 2008
Strategic Management Group (SMG) 1995 - 2005
Skills
Leadership Development, Talent Management, Leadership, Organizational..., Training, Change Management, Coaching, Strategic Planning, Workshop Facilitation, Instructional Design, Strategy, Staff Development, Organizational..., E-Learning, Business Acumen, Consulting, CRM, Human Resources, Program Management, Experiential Learning, Business Development, Executive Education, Blended Learning..., Client Service, Financial Analysis, Talent Development, Facilitation, Management Development, Blended Learning, Business Simulations, Financial Acumen, Computer-based..., Instructing, Client Relationship..., Business Transformation, Tax Preparation, CPA, Action Learning, Human Resource..., Stakeholder Management, Professional Services, Program Facilitation, Gap Analysis, Business Communications, Presentation Development, Presentation Coaching, Curriculum Design, Management, Executive Coaching, Client Services
Education
Columbia University - Columbia Business School 1989 — 1991
MBA, Management of Organizations & Marketing
Drexel University 2011 — 2014
Master's degree, Human Resources Development
Villanova University 1981 — 1985
BS, Accountancy
Archbishop Stepinac HS 1977 — 1981
H.S., Honors/Regents High School/Secondary Diploma Program
St. Anthony's (Nepera Park) 1969 — 1977
Maria Bruno Maria Bruno's Vanguard Experience June 1990 - Present
Job Senior Retirement Strategist at Vanguard
Industry Financial Services
Experience
Vanguard June 1990 - Present
Education
Villanova University 1986 — 1990
Bachelor’s Degree, Finance, General
College for Financial Planning
Certified Financial Planning curriculum
Vanguard June 1990 - Present
Education
Villanova University 1986 — 1990
Bachelor’s Degree, Finance, General
College for Financial Planning
Certified Financial Planning curriculum
Theodore Rooney Theodore Rooney's Vanguard Experience September 2015 - Present
Job Investment Analyst at Vanguard
Industry Financial Services
Experience
Vanguard September 2015 - Present
Vanguard July 2014 - September 2015
Barclays Wealth and Investment Management June 2013 - August 2013
BNY Mellon June 2012 - August 2012
Skills
Portfolio Management, Investments, Market Research, Microsoft Excel, Marketing, Customer Service, Mutual Funds, Data Analysis
Education
Colby College 2010 — 2014
Bachelor of Arts (B.A.), Economics
St. Andrew's School 2008 — 2010
Vanguard September 2015 - Present
Vanguard July 2014 - September 2015
Barclays Wealth and Investment Management June 2013 - August 2013
BNY Mellon June 2012 - August 2012
Skills
Portfolio Management, Investments, Market Research, Microsoft Excel, Marketing, Customer Service, Mutual Funds, Data Analysis
Education
Colby College 2010 — 2014
Bachelor of Arts (B.A.), Economics
St. Andrew's School 2008 — 2010
Victoria Drecchio's Vanguard Experience August 2014 - Present
Job Senior Accountant at Vanguard
Industry Financial Services
Experience
Vanguard August 2014 - Present
Vanguard August 2013 - August 2014
Clemson University September 2011 - May 2013
Vanguard May 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, Data Analysis, Financial Modeling, Public Speaking, Internal Audit
Education
Clemson University - College of Business and Behavioral Science 2010 — 2013
Bachelor of Science, Accounting and Finance, 3.91
Vanguard August 2014 - Present
Vanguard August 2013 - August 2014
Clemson University September 2011 - May 2013
Vanguard May 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, Data Analysis, Financial Modeling, Public Speaking, Internal Audit
Education
Clemson University - College of Business and Behavioral Science 2010 — 2013
Bachelor of Science, Accounting and Finance, 3.91
Kehr Bailey Kehr Bailey's Vanguard Experience October 2014 - Present
Job Elearning Developer
Industry E-Learning
Experience
Vanguard October 2014 - Present
Hope LoanPort October 2011 - August 2014
Celerity August 2010 - October 2011
Apex Systems November 2009 - February 2010
Bravo Health August 2008 - November 2009
University of Michigan August 2004 - February 2008
Skills
SharePoint, Training Delivery, Project Management, Process Improvement, Strategic Planning, Captivate, Business Analysis, Management, Cloud Computing, Quality Assurance, Change Management, Instructional Design, Microsoft Office, Employee Training, Business Development, SCORM, Instructional Technology, Technical Writing, Integrating Technology..., Instructor-led Training, Mortgage Servicing, Program Management, Nonprofits, Executive Management, Team Building, Adobe Captivate, Flash, Adobe Connect, Moodle, Information Architecture, Risk Management, Adobe Creative Suite, Adobe Illustrator, QNXT, Diagramming, Office 365, Virtual Desktop..., Drupal, Workflow Software, Workflow, Prezi, Microsoft Office 2013, Policy Writing, Security Policy..., Training
Education
University of Michigan - School of Information 2005 — 2008
Master of Science in Information (MSI), Human-Computer Interaction and Records Management
Cleveland State University 2000 — 2002
B.A., History
Linden High School
High School/Secondary Diplomas and Certificates
Vanguard October 2014 - Present
Hope LoanPort October 2011 - August 2014
Celerity August 2010 - October 2011
Apex Systems November 2009 - February 2010
Bravo Health August 2008 - November 2009
University of Michigan August 2004 - February 2008
Skills
SharePoint, Training Delivery, Project Management, Process Improvement, Strategic Planning, Captivate, Business Analysis, Management, Cloud Computing, Quality Assurance, Change Management, Instructional Design, Microsoft Office, Employee Training, Business Development, SCORM, Instructional Technology, Technical Writing, Integrating Technology..., Instructor-led Training, Mortgage Servicing, Program Management, Nonprofits, Executive Management, Team Building, Adobe Captivate, Flash, Adobe Connect, Moodle, Information Architecture, Risk Management, Adobe Creative Suite, Adobe Illustrator, QNXT, Diagramming, Office 365, Virtual Desktop..., Drupal, Workflow Software, Workflow, Prezi, Microsoft Office 2013, Policy Writing, Security Policy..., Training
Education
University of Michigan - School of Information 2005 — 2008
Master of Science in Information (MSI), Human-Computer Interaction and Records Management
Cleveland State University 2000 — 2002
B.A., History
Linden High School
High School/Secondary Diplomas and Certificates
Katelyn Simmons's Vanguard Experience July 2015 - Present
Job Financial Advisor at Vanguard
Industry Financial Services
Experience
Vanguard July 2015 - Present
Vanguard June 2013 - July 2015
Clemson University December 2010 - May 2013
Peddock Capital Advisors May 2010 - August 2012
Water Street Realtors April 2009 - May 2010
New Bedford Country Club April 2008 - May 2010
Skills
Microsoft Excel, Microsoft Word, Bloomberg, Microsoft Office, Value Line, Moody, Fidelity WealthCentral, Schwab Portfolio Center, Teamwork, Social Media, Data Analysis
Education
Clemson University - College of Business and Behavioral Science 2009 — 2013
Bachelor of Science (B.S.), Finance and Financial Management Services, Senior
Richmond International University 2012 — 2012
History, Fashion
Vanguard July 2015 - Present
Vanguard June 2013 - July 2015
Clemson University December 2010 - May 2013
Peddock Capital Advisors May 2010 - August 2012
Water Street Realtors April 2009 - May 2010
New Bedford Country Club April 2008 - May 2010
Skills
Microsoft Excel, Microsoft Word, Bloomberg, Microsoft Office, Value Line, Moody, Fidelity WealthCentral, Schwab Portfolio Center, Teamwork, Social Media, Data Analysis
Education
Clemson University - College of Business and Behavioral Science 2009 — 2013
Bachelor of Science (B.S.), Finance and Financial Management Services, Senior
Richmond International University 2012 — 2012
History, Fashion
Richard Craft, CFP®, ChFC®'s Vanguard Experience October 2012 - January 2013
Job Paraplanner at Academy Financial, Inc
Industry Financial Services
Experience
Academy Financial, Inc. April 2014 - Present
M&T Bank February 2013 - April 2014
Vanguard October 2012 - January 2013
Wealth Advisory Group June 2009 - August 2012
Karr Barth Associates June 2011 - August 2011
Churchill Properties July 2010 - August 2010
Vector Marketing May 2007 - June 2010
Skills
Finance, Investments, Microsoft Excel, Marketing, Management, Microsoft Word, Spanish, Microsoft Office, Analysis, Research, Public Speaking, Bartending, Sales, PowerPoint, Accounting, Social Media, eMoney Software, Retail Banking, Outlook, Mortgage Lending, Life Insurance, Home Equity Lines of..., Customer Service, Banking, Portfolio Management, Financial Analysis, Strategic Financial..., Project Management, Social Networking, Facebook, Risk Management, Retirement Planning, Sales Management, Securities, Data Analysis, Wealth Management
Education
College for Financial Planning 2015 — 2017
Master’s Degree, Personal Financial Planning
The American College 2015 — 2015
ChFC, Financial Planning and Services
Dickinson College 2008 — 2012
Bachelor of Arts, International Business & Management, Economics
Universitat Autònoma de Barcelona 2010 — 2010
International Business
Episcopal Academy 1994 — 2008
Academy Financial, Inc. April 2014 - Present
M&T Bank February 2013 - April 2014
Vanguard October 2012 - January 2013
Wealth Advisory Group June 2009 - August 2012
Karr Barth Associates June 2011 - August 2011
Churchill Properties July 2010 - August 2010
Vector Marketing May 2007 - June 2010
Skills
Finance, Investments, Microsoft Excel, Marketing, Management, Microsoft Word, Spanish, Microsoft Office, Analysis, Research, Public Speaking, Bartending, Sales, PowerPoint, Accounting, Social Media, eMoney Software, Retail Banking, Outlook, Mortgage Lending, Life Insurance, Home Equity Lines of..., Customer Service, Banking, Portfolio Management, Financial Analysis, Strategic Financial..., Project Management, Social Networking, Facebook, Risk Management, Retirement Planning, Sales Management, Securities, Data Analysis, Wealth Management
Education
College for Financial Planning 2015 — 2017
Master’s Degree, Personal Financial Planning
The American College 2015 — 2015
ChFC, Financial Planning and Services
Dickinson College 2008 — 2012
Bachelor of Arts, International Business & Management, Economics
Universitat Autònoma de Barcelona 2010 — 2010
International Business
Episcopal Academy 1994 — 2008
A.C. Muller A.C. Muller's Vanguard Experience January 2011 - September 2011
Job Distribution Consultant
Industry Financial Services
Experience
Wells Fargo Advisors March 2015 - Present
TIAA-CREF March 2013 - October 2014
State Farm Insurance October 2012 - February 2013
Abiding Village Urban Arts Center September 2011 - May 2012
Vanguard January 2011 - September 2011
Vanguard December 2009 - January 2011
Vanguard July 2008 - December 2009
Bank of America April 2008 - July 2008
Skills
Asset Management, Asset Allocation, Business Development, Customer Service, Customer Experience, Client Education, Consultative Selling, Customer Retention, High Net Worth..., Investments, Mutual Funds, Relationship Management, Securities License, Series 6, Series 63, IRAs, 401k Rollovers, 403 b, CRM, Financial Services, Selling, Finance, Retirement Planning, Strategy, Sales
Education
Coastal Carolina University 2004 — 2007
Bachelor of Science Business Administration, Finance, 3.54
Fort Mill High School 1994 — 1998
High School Diploma, General, 3.0
Wells Fargo Advisors March 2015 - Present
TIAA-CREF March 2013 - October 2014
State Farm Insurance October 2012 - February 2013
Abiding Village Urban Arts Center September 2011 - May 2012
Vanguard January 2011 - September 2011
Vanguard December 2009 - January 2011
Vanguard July 2008 - December 2009
Bank of America April 2008 - July 2008
Skills
Asset Management, Asset Allocation, Business Development, Customer Service, Customer Experience, Client Education, Consultative Selling, Customer Retention, High Net Worth..., Investments, Mutual Funds, Relationship Management, Securities License, Series 6, Series 63, IRAs, 401k Rollovers, 403 b, CRM, Financial Services, Selling, Finance, Retirement Planning, Strategy, Sales
Education
Coastal Carolina University 2004 — 2007
Bachelor of Science Business Administration, Finance, 3.54
Fort Mill High School 1994 — 1998
High School Diploma, General, 3.0
Gabriela Serio's Vanguard Experience August 2013 - Present
Job Investment Consultant at Vanguard
Industry Financial Services
Experience
Vanguard August 2013 - Present
Vanguard June 2012 - August 2013
City of Easley Parks and Recreation Department January 2012 - May 2012
Friends Cafe September 2010 - February 2012
AstraZeneca May 2011 - August 2011
Grotto Pizza May 2009 - August 2010
Woodside Farm Creamery August 2005 - May 2010
Skills
Series 63, Series 7, Retirement Planning, Investments, Customer Service, Mutual Funds
Education
East Carolina University 2014 — 2015
MBA, Business
Clemson University - College of Business and Behavioral Science 2008 — 2012
BS in Marketing, Marketing Major and Management Minor
Vanguard August 2013 - Present
Vanguard June 2012 - August 2013
City of Easley Parks and Recreation Department January 2012 - May 2012
Friends Cafe September 2010 - February 2012
AstraZeneca May 2011 - August 2011
Grotto Pizza May 2009 - August 2010
Woodside Farm Creamery August 2005 - May 2010
Skills
Series 63, Series 7, Retirement Planning, Investments, Customer Service, Mutual Funds
Education
East Carolina University 2014 — 2015
MBA, Business
Clemson University - College of Business and Behavioral Science 2008 — 2012
BS in Marketing, Marketing Major and Management Minor
Dorothy Ciesielski Dorothy Ciesielski's Vanguard Experience August 2015 - Present
Job Midwest Regional Hub Manager at Vanguard
Industry Environmental Services
Experience
Vanguard August 2015 - Present
Mérieux NutriSciences - North America April 2015 - August 2015
Accutest Laboratories April 2011 - April 2015
Vanguard Environmental, Inc. August 2006 - April 2011
Stericycle April 2005 - August 2006
Skills
Contract Negotiation, Management, Business Development, New Business Development, Sales Management, Sales, Strategic Planning, Customer Service, Marketing Strategy, Forecasting, Account Management, Team Leadership, Salesforce.com, Competitive Analysis, Business Strategy, Selling, Team Building, Cold Calling, Sales Presentations, Sales Operations, Start-ups, Cross-functional Team..., Negotiation, Project Management, Public Speaking, Sales Process, Direct Sales
Education
Columbia College Chicago 1998 — 2002
BA, Marketing & Management
Vanguard August 2015 - Present
Mérieux NutriSciences - North America April 2015 - August 2015
Accutest Laboratories April 2011 - April 2015
Vanguard Environmental, Inc. August 2006 - April 2011
Stericycle April 2005 - August 2006
Skills
Contract Negotiation, Management, Business Development, New Business Development, Sales Management, Sales, Strategic Planning, Customer Service, Marketing Strategy, Forecasting, Account Management, Team Leadership, Salesforce.com, Competitive Analysis, Business Strategy, Selling, Team Building, Cold Calling, Sales Presentations, Sales Operations, Start-ups, Cross-functional Team..., Negotiation, Project Management, Public Speaking, Sales Process, Direct Sales
Education
Columbia College Chicago 1998 — 2002
BA, Marketing & Management
Jonathan Care Jonathan Care's Vanguard Experience January 2009 - July 2011
Job Portfolio Analyst at Achievement School District
Industry Higher Education
Experience
Achievement School District July 2015 - Present
Colorado State University August 2013 - June 2015
Colorado State University August 2011 - May 2014
Vanguard January 2009 - July 2011
Vanguard June 2008 - January 2009
Skills
Teaching, Research, Data Analysis, Higher Education, Stata, Public Speaking, Mutual Funds, Investments, CRM, Microsoft Office, Microsoft Excel
Education
Colorado State University 2013 — 2016
Doctor of Philosophy (PhD), Economics
Colorado State University 2011 — 2013
Master of Arts (M.A.), Economics
Elizabethtown College 2004 — 2008
BS, International Business
Achievement School District July 2015 - Present
Colorado State University August 2013 - June 2015
Colorado State University August 2011 - May 2014
Vanguard January 2009 - July 2011
Vanguard June 2008 - January 2009
Skills
Teaching, Research, Data Analysis, Higher Education, Stata, Public Speaking, Mutual Funds, Investments, CRM, Microsoft Office, Microsoft Excel
Education
Colorado State University 2013 — 2016
Doctor of Philosophy (PhD), Economics
Colorado State University 2011 — 2013
Master of Arts (M.A.), Economics
Elizabethtown College 2004 — 2008
BS, International Business
Dylan Raddatz Dylan Raddatz's Vanguard Experience June 2015 - Present
Job Processing Associate at Vanguard
Industry Financial Services
Experience
Vanguard June 2015 - Present
City of Fort Collins September 2014 - May 2015
ISS Facility Services A/S January 2013 - July 2014
Alpha Tau Omega Fraternity December 2012 - January 2014
Alpha Tau Omega Fraternity December 2011 - December 2012
Skills
Public Speaking, Leadership, Microsoft Excel, PowerPoint, Microsoft Word, Budget Monitoring, Social Media, Research, Microsoft Office, Customer Service, Time Management, Outlook, Management, Money Guide Pro
Education
Colorado State University 2011 — 2015
Bachelor’s Degree, Business Administration, Finance, Economics
Vanguard June 2015 - Present
City of Fort Collins September 2014 - May 2015
ISS Facility Services A/S January 2013 - July 2014
Alpha Tau Omega Fraternity December 2012 - January 2014
Alpha Tau Omega Fraternity December 2011 - December 2012
Skills
Public Speaking, Leadership, Microsoft Excel, PowerPoint, Microsoft Word, Budget Monitoring, Social Media, Research, Microsoft Office, Customer Service, Time Management, Outlook, Management, Money Guide Pro
Education
Colorado State University 2011 — 2015
Bachelor’s Degree, Business Administration, Finance, Economics
Lee Blackwell's Vanguard Experience July 2015 - Present
Job Business Intelligence Engineer at Vanguard
Industry Information Technology and Services
Experience
Vanguard July 2015 - Present
Vanguard July 2013 - Present
College of Charleston August 2012 - January 2013
BiblioLabs June 2011 - July 2012
Skills
Java, Hadoop, CDH, Python, Linux, Shell Scripting, Subversion, Eclipse, SQL, WordPress, JavaScript, HTML, Social Media, Programming, Microsoft Office, PowerPoint, Microsoft Excel, Research, Fundraising, OS X, R, Windows, Big Data, Business Analytics, Business Intelligence
Education
College of Charleston 2009 — 2013
B.S. Data Science, Mathematics, Economics
Douglas S. Freeman High School
Vanguard July 2015 - Present
Vanguard July 2013 - Present
College of Charleston August 2012 - January 2013
BiblioLabs June 2011 - July 2012
Skills
Java, Hadoop, CDH, Python, Linux, Shell Scripting, Subversion, Eclipse, SQL, WordPress, JavaScript, HTML, Social Media, Programming, Microsoft Office, PowerPoint, Microsoft Excel, Research, Fundraising, OS X, R, Windows, Big Data, Business Analytics, Business Intelligence
Education
College of Charleston 2009 — 2013
B.S. Data Science, Mathematics, Economics
Douglas S. Freeman High School
Kristie Edling-Day Kristie Edling-Day's Vanguard Experience January 2015 - Present
Job Engagement Manager Corporate Strategy at Vanguard
Industry Financial Services
Experience
Vanguard January 2015 - Present
Vanguard December 2013 - January 2015
Vanguard January 2013 - March 2014
Vanguard June 2012 - December 2013
Vanguard January 2012 - June 2012
The Vanguard Group May 2011 - June 2012
Vanguard July 2010 - May 2011
Vanguard July 2008 - July 2010
Vanguard February 2006 - July 2008
Skills
Agile Methodologies, Scrum, XML, Subversion, Maven, Eclipse, Java, JSP, SOA, Websphere, Requirements Gathering, Objective-C, Mobile Applications, Program Management, JSF, XHTML, Testing, Quality Assurance, Agile Project Management, Software Project..., Software Development, Business Analysis
Education
Saint Joseph's University 2012 — 2014
Master of Business Administration (M.B.A.), Human Capital Management, Beta Gamma Sigma Honor Society
College of Charleston 2002 — 2005
BS, Computer Science, Mathematics, Physics
Vanguard January 2015 - Present
Vanguard December 2013 - January 2015
Vanguard January 2013 - March 2014
Vanguard June 2012 - December 2013
Vanguard January 2012 - June 2012
The Vanguard Group May 2011 - June 2012
Vanguard July 2010 - May 2011
Vanguard July 2008 - July 2010
Vanguard February 2006 - July 2008
Skills
Agile Methodologies, Scrum, XML, Subversion, Maven, Eclipse, Java, JSP, SOA, Websphere, Requirements Gathering, Objective-C, Mobile Applications, Program Management, JSF, XHTML, Testing, Quality Assurance, Agile Project Management, Software Project..., Software Development, Business Analysis
Education
Saint Joseph's University 2012 — 2014
Master of Business Administration (M.B.A.), Human Capital Management, Beta Gamma Sigma Honor Society
College of Charleston 2002 — 2005
BS, Computer Science, Mathematics, Physics
Stahler McKinney's Vanguard Experience April 2013 - November 2014
Job Research Analyst at FMI
Industry Construction
Experience
FMI May 2015 - Present
UBS November 2014 - May 2015
Vanguard April 2013 - November 2014
FMI March 2013 - April 2013
Skills
Microsoft Excel, Microsoft Office, Data Analysis, Public Speaking, Research, Social Media, Customer Service, Series 63, Series 7, Mutual Funds, Asset Allocation, Equities, Investments, ETFs, Investment Strategies, IRAs, Bonds, 401k Rollovers
Education
Clemson University - College of Business and Behavioral Science 2008 — 2012
FMI May 2015 - Present
UBS November 2014 - May 2015
Vanguard April 2013 - November 2014
FMI March 2013 - April 2013
Skills
Microsoft Excel, Microsoft Office, Data Analysis, Public Speaking, Research, Social Media, Customer Service, Series 63, Series 7, Mutual Funds, Asset Allocation, Equities, Investments, ETFs, Investment Strategies, IRAs, Bonds, 401k Rollovers
Education
Clemson University - College of Business and Behavioral Science 2008 — 2012
Gregory Verde Gregory Verde's Vanguard Experience September 2013 - February 2014
Job Account Manager at LendingTree
Industry Financial Services
Experience
LendingTree September 2015 - Present
LendingTree January 2015 - Present
Northwestern Mutual April 2014 - November 2014
Vanguard September 2013 - February 2014
Pershing, a BNY Mellon company June 2012 - August 2012
Education
Clemson University - College of Business and Behavioral Science 2009 — 2013
Bachelor of Applied Science (B.A.Sc.), Finance and Financial Management Services
LendingTree September 2015 - Present
LendingTree January 2015 - Present
Northwestern Mutual April 2014 - November 2014
Vanguard September 2013 - February 2014
Pershing, a BNY Mellon company June 2012 - August 2012
Education
Clemson University - College of Business and Behavioral Science 2009 — 2013
Bachelor of Applied Science (B.A.Sc.), Finance and Financial Management Services
Jennifer Green Jennifer Green's Vanguard Experience August 2008 - May 2009
Job Vice President and Counsel at Credit Suisse
Industry Law Practice
Experience
Credit Suisse November 2014 - Present
Credit Suisse June 2014 - November 2014
Davis Polk & Wardwell LLP October 2012 - November 2014
Davis Polk & Wardwell LLP May 2011 - August 2011
Paul, Weiss, Rifkind, Wharton & Garrison LLP May 2010 - July 2010
Schiff Hardin LLP June 2009 - August 2009
Vanguard August 2008 - May 2009
Vanguard July 2007 - August 2008
Education
Columbia University School of Law 2009 — 2012
JD
Harvard University 2003 — 2007
BA, Government
Credit Suisse November 2014 - Present
Credit Suisse June 2014 - November 2014
Davis Polk & Wardwell LLP October 2012 - November 2014
Davis Polk & Wardwell LLP May 2011 - August 2011
Paul, Weiss, Rifkind, Wharton & Garrison LLP May 2010 - July 2010
Schiff Hardin LLP June 2009 - August 2009
Vanguard August 2008 - May 2009
Vanguard July 2007 - August 2008
Education
Columbia University School of Law 2009 — 2012
JD
Harvard University 2003 — 2007
BA, Government
Hillary Grady Hillary Grady's Vanguard Experience January 2013 - March 2014
Job Retirement Services Relationship Manager at Paychex
Industry Financial Services
Experience
Paychex June 2015 - Present
Paychex March 2014 - Present
Vanguard January 2013 - March 2014
Thomson Reuters April 2012 - August 2012
Wells Fargo March 2007 - March 2012
Wells Fargo 2006 - 2007
ASI Jet Center 2004 - 2005
Skills
Portfolio Management, CRM, Finance, Loans, Sales, Training, Business Banking, Hospitality, Series 6, Microsoft Office, Payroll, Retirement Benefits, Federal Aviation..., Series 63, Salesforce.com, Mutual Funds, Relationship Management
Education
Colorado State University 2012 — 2016
Master of Business Administration (MBA)
Metropolitan State University 2002 — 2004
BS, Aviation Management, 3.4/4.0
University of Minnesota-Duluth 2000 — 2002
BS, Business, Communication
Paychex June 2015 - Present
Paychex March 2014 - Present
Vanguard January 2013 - March 2014
Thomson Reuters April 2012 - August 2012
Wells Fargo March 2007 - March 2012
Wells Fargo 2006 - 2007
ASI Jet Center 2004 - 2005
Skills
Portfolio Management, CRM, Finance, Loans, Sales, Training, Business Banking, Hospitality, Series 6, Microsoft Office, Payroll, Retirement Benefits, Federal Aviation..., Series 63, Salesforce.com, Mutual Funds, Relationship Management
Education
Colorado State University 2012 — 2016
Master of Business Administration (MBA)
Metropolitan State University 2002 — 2004
BS, Aviation Management, 3.4/4.0
University of Minnesota-Duluth 2000 — 2002
BS, Business, Communication
Frank Violini, CFP® Frank Violini, CFP®'s Vanguard Experience December 2003 - August 2008
Job First Priority Bank
Industry Banking
Experience
First Priority Bank August 2008 - Present
Vanguard December 2003 - August 2008
Florida Institute of Technology May 1998 - December 2003
First Tennessee Bank February 2001 - October 2003
USAA May 1994 - August 2000
Skills
Retirement Planning, Investments, Finance, Financial Planning, Asset Allocation, Banking, Wealth Management, Mutual Funds, Portfolio Management, Series 7, Investment Management
Education
College for Financial Planning 1990 — 1993
CFP
Marywood University 1990 — 1993
MBA, Finance and Investments
Penn State University 1978 — 1982
BS, Minerial Economics
First Priority Bank August 2008 - Present
Vanguard December 2003 - August 2008
Florida Institute of Technology May 1998 - December 2003
First Tennessee Bank February 2001 - October 2003
USAA May 1994 - August 2000
Skills
Retirement Planning, Investments, Finance, Financial Planning, Asset Allocation, Banking, Wealth Management, Mutual Funds, Portfolio Management, Series 7, Investment Management
Education
College for Financial Planning 1990 — 1993
CFP
Marywood University 1990 — 1993
MBA, Finance and Investments
Penn State University 1978 — 1982
BS, Minerial Economics
Jenna Hall, CPA Jenna Hall, CPA's Vanguard Experience May 2007 - August 2007
Job Manager at Myers and Stauffer
Industry Accounting
Experience
Myers and Stauffer LC January 2013 - Present
Clifton Gunderson LLP / CliftonLarsonAllen LLP / PHBV Partners LLP August 2008 - December 2012
Vanguard May 2007 - August 2007
Skills
Medicare, Medicaid, Accounting, Auditing, Healthcare, CPA
Education
Clemson University - College of Business and Behavioral Science 2005 — 2008
BS, Accounting
Virginia Polytechnic Institute and State University 2004 — 2005
Providence Day School
Myers and Stauffer LC January 2013 - Present
Clifton Gunderson LLP / CliftonLarsonAllen LLP / PHBV Partners LLP August 2008 - December 2012
Vanguard May 2007 - August 2007
Skills
Medicare, Medicaid, Accounting, Auditing, Healthcare, CPA
Education
Clemson University - College of Business and Behavioral Science 2005 — 2008
BS, Accounting
Virginia Polytechnic Institute and State University 2004 — 2005
Providence Day School
Andrew Tamburro's Vanguard Experience August 2012 - Present
Job Registered Investment Professional at Vanguard
Industry Financial Services
Experience
Vanguard August 2012 - Present
Exopack May 2011 - May 2012
Absolutely Natural 2009 - 2010
Skills
Excel, PowerPoint, Series 7, Series 63
Education
Clemson University - College of Business and Behavioral Science 2009 — 2012
BS, Management, Supply Chain
Vanguard August 2012 - Present
Exopack May 2011 - May 2012
Absolutely Natural 2009 - 2010
Skills
Excel, PowerPoint, Series 7, Series 63
Education
Clemson University - College of Business and Behavioral Science 2009 — 2012
BS, Management, Supply Chain
Stephani Smith, CFP®'s Vanguard Experience April 1991 - Present
Job Principal at Vanguard
Industry Financial Services
Experience
Vanguard April 1991 - Present
Skills
Investments, Financial Services, Asset Management, Portfolio Management, Mutual Funds, Strategic Financial..., Series 7, Retirement Planning, Wealth Management, Retirement, ETFs, 401k, Asset Allocation, Investment Management
Education
Colgate University 1985 — 1989
Vanguard April 1991 - Present
Skills
Investments, Financial Services, Asset Management, Portfolio Management, Mutual Funds, Strategic Financial..., Series 7, Retirement Planning, Wealth Management, Retirement, ETFs, 401k, Asset Allocation, Investment Management
Education
Colgate University 1985 — 1989
C. William Cole, CFA, CAIA's Vanguard Experience July 2007 - January 2011
Job Assistant Vice President, Fixed Income Portfolio Specialist at Wellington Management
Industry Investment Management
Experience
Wellington Management August 2012 - Present
College of the Holy Cross January 2011 - August 2012
Vanguard July 2007 - January 2011
Skills
Fixed Income, Portfolio Management, Investments, Asset Allocation, Capital Markets, Hedge Funds, Analysis, Alternative Investments, Bloomberg, Economics, Retirement, Investment Strategies, Investment Management, Mutual Funds, Equities
Education
Drexel University 2008 — 2010
MBA, Finance
College of the Holy Cross 2003 — 2007
BA, Economics & Asian Studies
University of Melbourne
Wellington Management August 2012 - Present
College of the Holy Cross January 2011 - August 2012
Vanguard July 2007 - January 2011
Skills
Fixed Income, Portfolio Management, Investments, Asset Allocation, Capital Markets, Hedge Funds, Analysis, Alternative Investments, Bloomberg, Economics, Retirement, Investment Strategies, Investment Management, Mutual Funds, Equities
Education
Drexel University 2008 — 2010
MBA, Finance
College of the Holy Cross 2003 — 2007
BA, Economics & Asian Studies
University of Melbourne
Michael Salvitti's Vanguard Experience April 2012 - Present
Job Vanguard
Industry Financial Services
Experience
Vanguard April 2012 - Present
Valley Forge Family Office November 2011 - April 2012
Coventry First, LLC March 2006 - March 2011
Coventry First, LLC June 2003 - March 2006
Coventry First, LLC April 2003 - June 2003
Education
College of Charleston 1998 — 2002
Chestnut Hill Academy
Vanguard April 2012 - Present
Valley Forge Family Office November 2011 - April 2012
Coventry First, LLC March 2006 - March 2011
Coventry First, LLC June 2003 - March 2006
Coventry First, LLC April 2003 - June 2003
Education
College of Charleston 1998 — 2002
Chestnut Hill Academy
Jeffrey Leighton's Vanguard Experience February 2005 - July 2006
Job
Industry Real Estate
Experience
The Townsend Group January 2013 - Present
Century Federal Credit Union January 2011 - December 2012
Banc of America Securities July 2006 - June 2009
Vanguard February 2005 - July 2006
Vanguard July 2003 - February 2005
Skills
Investments, Reconciliation, Financial Analysis, Budgeting, Forecasting, Financial Modeling, Strategic Planning, Accounting, Financial Reporting, Portfolio Management, Excel, Corporate Finance, Banking, Bloomberg, Account Reconciliation, Microsoft Excel
Education
Cleveland State University 2011 — 2014
MBA Candidate
Radford University - College of Business and Economics 1999 — 2003
Bachelor of Business Administration, Major: Finance
Solon High School 1996 — 1999
The Townsend Group January 2013 - Present
Century Federal Credit Union January 2011 - December 2012
Banc of America Securities July 2006 - June 2009
Vanguard February 2005 - July 2006
Vanguard July 2003 - February 2005
Skills
Investments, Reconciliation, Financial Analysis, Budgeting, Forecasting, Financial Modeling, Strategic Planning, Accounting, Financial Reporting, Portfolio Management, Excel, Corporate Finance, Banking, Bloomberg, Account Reconciliation, Microsoft Excel
Education
Cleveland State University 2011 — 2014
MBA Candidate
Radford University - College of Business and Economics 1999 — 2003
Bachelor of Business Administration, Major: Finance
Solon High School 1996 — 1999
Rich Dikeman's Vanguard Experience April 2000 - May 2006
Job Director of Communications at Columbia University School of the Arts
Industry Public Relations and Communications
Experience
Columbia University School of the Arts January 2012 - Present
Macaulay Honors College June 2009 - January 2012
Columbia Business School May 2006 - May 2009
Vanguard April 2000 - May 2006
Columbia University School of Continuing Education August 1995 - March 2000
Bernard Hodes Group September 1991 - August 1995
MM&S Advertising/Medical Group April 1989 - September 1991
Dobbin/Bolgla Associates Public Relations February 1988 - March 1989
Skills
Marketing Communications, Social Media, Editing, Public Relations, Non-profits, Strategic Communications, Research, Public Speaking, Event Planning, Fundraising, Media Relations, Higher Education, Internal Communications, Corporate Communications, Strategic Planning, Integrated Marketing, Email Marketing, Newsletters, Strategy, Marketing, Advertising, Brand Management, Cross-functional Team..., Leadership, Management, Market Research, Nonprofits, Program Management, Project Management, Social Media Marketing
Education
Columbia University - School of International and Public Affairs 1996 — 1999
Master of Public Administration (MPA), Advanced Management Techniques
Columbia University - School of International and Public Affairs 1996 — 1999
Master, Public Administration
Harvard University 1979 — 1983
BA, English and American Literature and Language
Harvard University, Harvard College 1979 — 1983
Bachelor of Arts, English and American Literature and Language; General Studies
Abington Heights High School 1976 — 1979
High School Diploma, Academic
Columbia University School of the Arts January 2012 - Present
Macaulay Honors College June 2009 - January 2012
Columbia Business School May 2006 - May 2009
Vanguard April 2000 - May 2006
Columbia University School of Continuing Education August 1995 - March 2000
Bernard Hodes Group September 1991 - August 1995
MM&S Advertising/Medical Group April 1989 - September 1991
Dobbin/Bolgla Associates Public Relations February 1988 - March 1989
Skills
Marketing Communications, Social Media, Editing, Public Relations, Non-profits, Strategic Communications, Research, Public Speaking, Event Planning, Fundraising, Media Relations, Higher Education, Internal Communications, Corporate Communications, Strategic Planning, Integrated Marketing, Email Marketing, Newsletters, Strategy, Marketing, Advertising, Brand Management, Cross-functional Team..., Leadership, Management, Market Research, Nonprofits, Program Management, Project Management, Social Media Marketing
Education
Columbia University - School of International and Public Affairs 1996 — 1999
Master of Public Administration (MPA), Advanced Management Techniques
Columbia University - School of International and Public Affairs 1996 — 1999
Master, Public Administration
Harvard University 1979 — 1983
BA, English and American Literature and Language
Harvard University, Harvard College 1979 — 1983
Bachelor of Arts, English and American Literature and Language; General Studies
Abington Heights High School 1976 — 1979
High School Diploma, Academic
Yeojoon Yoon's Vanguard Experience May 1999 - August 2002
Job Director, International at Rocket Fuel
Industry Internet
Experience
Rocket Fuel Inc. March 2013 - Present
Cross Digital Media July 2010 - February 2013
Mojiva June 2010 - December 2010
Phorm January 2008 - June 2010
Toys R Us January 2007 - December 2007
Citibank August 2004 - December 2006
Vanguard May 1999 - August 2002
Wharton E-Commerce Forum July 1998 - May 1999
E-Share Technology August 1996 - August 1997
Korean army January 1992 - July 1993
Skills
E-commerce, Online Advertising, Competitive Analysis, Advertising, Strategy, New Business Development, Mobile Advertising, Mergers, Start-ups, Product Management, Strategic Partnerships, Business Strategy, Behavioral Targeting, Mobile Devices, Account Management, CRM, Mergers & Acquisitions, Digital Media, Digital Strategy, Mobile Marketing, Digital Marketing, Analytics, SEM, Web Analytics
Education
Columbia University - Columbia Business School 2002 — 2004
MBA, Finance
University of Pennsylvania 1997 — 1999
MSE, Computer Science
Stony Brook University 1990 — 1996
BS, Computer Science
Rocket Fuel Inc. March 2013 - Present
Cross Digital Media July 2010 - February 2013
Mojiva June 2010 - December 2010
Phorm January 2008 - June 2010
Toys R Us January 2007 - December 2007
Citibank August 2004 - December 2006
Vanguard May 1999 - August 2002
Wharton E-Commerce Forum July 1998 - May 1999
E-Share Technology August 1996 - August 1997
Korean army January 1992 - July 1993
Skills
E-commerce, Online Advertising, Competitive Analysis, Advertising, Strategy, New Business Development, Mobile Advertising, Mergers, Start-ups, Product Management, Strategic Partnerships, Business Strategy, Behavioral Targeting, Mobile Devices, Account Management, CRM, Mergers & Acquisitions, Digital Media, Digital Strategy, Mobile Marketing, Digital Marketing, Analytics, SEM, Web Analytics
Education
Columbia University - Columbia Business School 2002 — 2004
MBA, Finance
University of Pennsylvania 1997 — 1999
MSE, Computer Science
Stony Brook University 1990 — 1996
BS, Computer Science
Alan Jaquith's Vanguard Experience September 2013 - Present
Job Financial Advisor at Vanguard
Industry Investment Management
Experience
Vanguard September 2013 - Present
Vanguard July 2010 - September 2013
Vanguard June 2005 - June 2010
Vanguard June 1999 - June 2005
Self-employed December 1990 - June 1999
DCS Corp 1986 - 1990
Skills
Investment Advisory, Investment Management, Series 7, Series 63, Series 65, Investment Strategies, Asset Allocation, Mutual Funds, Investments, Investment Policy, Wealth Management, Retirement Planning, Portfolio Management, Fixed Income, Asset Managment, ETFs, Alternative Investments, Equities, Securities, Finance, Financial Advisory, Estate Planning
Education
College for Financial Planning 1991 — 1993
CFP, Financial Planning
Marymount University 1987 — 1989
MBA, Finance
United States Naval Academy 1974 — 1978
Bachelor of Science (BS)
Vanguard September 2013 - Present
Vanguard July 2010 - September 2013
Vanguard June 2005 - June 2010
Vanguard June 1999 - June 2005
Self-employed December 1990 - June 1999
DCS Corp 1986 - 1990
Skills
Investment Advisory, Investment Management, Series 7, Series 63, Series 65, Investment Strategies, Asset Allocation, Mutual Funds, Investments, Investment Policy, Wealth Management, Retirement Planning, Portfolio Management, Fixed Income, Asset Managment, ETFs, Alternative Investments, Equities, Securities, Finance, Financial Advisory, Estate Planning
Education
College for Financial Planning 1991 — 1993
CFP, Financial Planning
Marymount University 1987 — 1989
MBA, Finance
United States Naval Academy 1974 — 1978
Bachelor of Science (BS)
Paul W. Eichelroth's Vanguard Experience December 2004 - Present
Job Asset Management Services Investment Associate at Vanguard
Industry Financial Services
Experience
Vanguard December 2004 - Present
Health Insurance, Inc. June 1993 - November 2004
Education
Colby College 1979 — 1982
Vanguard December 2004 - Present
Health Insurance, Inc. June 1993 - November 2004
Education
Colby College 1979 — 1982
Joyce Wilt's Vanguard Experience 2006 - September 2009
Job Administrative Associate at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group August 2006 - Present
Vanguard 2006 - September 2009
IBM April 2001 - August 2006
Skills
Lotus Notes, Microsoft Office, Program Management, Software Documentation, Process Improvement
Education
Colorado Technical University 2004 — 2007
The Vanguard Group August 2006 - Present
Vanguard 2006 - September 2009
IBM April 2001 - August 2006
Skills
Lotus Notes, Microsoft Office, Program Management, Software Documentation, Process Improvement
Education
Colorado Technical University 2004 — 2007
Wayne Silverman MAFM's Vanguard Experience August 2010 - Present
Job
Industry Financial Services
Experience
Vanguard August 2010 - Present
Vanguard September 2007 - August 2010
Eichenlaub Builders April 2006 - June 2007
RED ROSE RENOVATION 2003 - April 2006
Skills
Excel, Financial Analysis, Quickbooks, Marketing Research, Accounting, Contract Negotiation, Bookkeeping, Word, PowerPoint, Business Planning, Public Speaking, Financial Management, Process Improvement, Excel Dashboard Creation, Microsoft Excel, Budgets, Microsoft Word, QuickBooks, Managerial Finance, Tax, Leadership, Analysis, Teamwork, Strategic Planning, Change Management, Microsoft Office, Financial Reporting, Management, Project Management, Customer Service, Risk Management, Business Strategy, Team Building, Accounts Payable, Payroll, Finance, Financial Accounting, Forecasting, Auditing, Inventory Management, Investments, Strategic Financial..., Banking, Project Planning, Mutual Funds, Financial Services
Education
Keller Graduate School of Management of DeVry University 2008 — 2011
MAFM Masters in Accounting & Financial Management, Accounting/Finance, with Distinction
Colorado Technical University 2006 — 2007
BS Marketing Management, Marketing, cum Laude
Harriton High School 1976 — 1979
Vanguard August 2010 - Present
Vanguard September 2007 - August 2010
Eichenlaub Builders April 2006 - June 2007
RED ROSE RENOVATION 2003 - April 2006
Skills
Excel, Financial Analysis, Quickbooks, Marketing Research, Accounting, Contract Negotiation, Bookkeeping, Word, PowerPoint, Business Planning, Public Speaking, Financial Management, Process Improvement, Excel Dashboard Creation, Microsoft Excel, Budgets, Microsoft Word, QuickBooks, Managerial Finance, Tax, Leadership, Analysis, Teamwork, Strategic Planning, Change Management, Microsoft Office, Financial Reporting, Management, Project Management, Customer Service, Risk Management, Business Strategy, Team Building, Accounts Payable, Payroll, Finance, Financial Accounting, Forecasting, Auditing, Inventory Management, Investments, Strategic Financial..., Banking, Project Planning, Mutual Funds, Financial Services
Education
Keller Graduate School of Management of DeVry University 2008 — 2011
MAFM Masters in Accounting & Financial Management, Accounting/Finance, with Distinction
Colorado Technical University 2006 — 2007
BS Marketing Management, Marketing, cum Laude
Harriton High School 1976 — 1979
Steve Oh's Vanguard Experience 2011 - 2014
Job Head of ETF Capital Markets: Van Eck
Industry Financial Services
Experience
Van Eck August 2015 - Present
Vanguard ETF Capital Markets June 2011 - August 2014
Vanguard 2011 - 2014
New Edge USA LLC September 2010 - June 2011
LaBranche Structured Products September 2006 - June 2010
Columbia University Athletics July 2002 - May 2006
Susquehanna International Group June 1999 - April 2002
Skills
ETFs, Equities, Fixed Income, Investments, Options, Trading, Derivatives
Education
Columbia University - School of International and Public Affairs 2005 — 2007
MIA, International Finance and Business
Columbia University School of International and Public Affairs (SIPA)
Master of Arts, International Finance and Business
Teachers College of Columbia University 2003 — 2004
MA, Linguistics, TESOL
Columbia University in the City of New York 1995 — 1999
BA, Economcs, French
Van Eck August 2015 - Present
Vanguard ETF Capital Markets June 2011 - August 2014
Vanguard 2011 - 2014
New Edge USA LLC September 2010 - June 2011
LaBranche Structured Products September 2006 - June 2010
Columbia University Athletics July 2002 - May 2006
Susquehanna International Group June 1999 - April 2002
Skills
ETFs, Equities, Fixed Income, Investments, Options, Trading, Derivatives
Education
Columbia University - School of International and Public Affairs 2005 — 2007
MIA, International Finance and Business
Columbia University School of International and Public Affairs (SIPA)
Master of Arts, International Finance and Business
Teachers College of Columbia University 2003 — 2004
MA, Linguistics, TESOL
Columbia University in the City of New York 1995 — 1999
BA, Economcs, French
Neeraj Bhatia's Vanguard Experience October 2001 - Present
Job at The Vanguard Group
Industry Financial Services
Experience
Vanguard October 2001 - Present
Metamor Corporation July 1999 - October 2001
Skills
Financial Modeling, Equities
Education
Columbia University - Columbia Business School 2008 — 2009
MBA
Dayalbagh Educational Institute 1992 — 1996
Vanguard October 2001 - Present
Metamor Corporation July 1999 - October 2001
Skills
Financial Modeling, Equities
Education
Columbia University - Columbia Business School 2008 — 2009
MBA
Dayalbagh Educational Institute 1992 — 1996
Bradley Kirschner's Vanguard Experience February 1997 - Present
Job Bus. Technology Admin. at The Vanguard Group
Industry Financial Services
Experience
Vanguard February 1997 - Present
Skills
Process Improvement, Project Management, Financial Services, Finance, Business Analysis, Risk Management, Analysis
Education
Pennsylvania State University-Great Valley Graduate Center 2001 — 2004
Masters, Information Science
Clemson University - College of Business and Behavioral Science 1992 — 1996
Bachelor's degree, Accounting
Vanguard February 1997 - Present
Skills
Process Improvement, Project Management, Financial Services, Finance, Business Analysis, Risk Management, Analysis
Education
Pennsylvania State University-Great Valley Graduate Center 2001 — 2004
Masters, Information Science
Clemson University - College of Business and Behavioral Science 1992 — 1996
Bachelor's degree, Accounting
Jay Silverman, CFP®'s Vanguard Experience August 2015 - Present
Job Financial Advisor at Vanguard
Industry Financial Services
Experience
Vanguard August 2015 - Present
Vanguard October 2010 - July 2015
Vangent Inc February 2010 - May 2011
Charles Schwab & Co., Inc August 2007 - April 2009
Sara Lee Foods, Inc 2005 - December 2006
Campus Crusade for Christ January 2000 - January 2001
Skills
Portfolio Management, Management, Financial Modeling, Financial Analysis, Investments, Series 7, Risk Management, Asset Managment, Business Analysis, Securities, Wealth Management, Retirement Planning, Series 63, Business Strategy, Leadership, Analysis, Mutual Funds, Strategic Financial..., Asset Management, Budgets, Financial Planning
Education
Miami University 1996 — 2000
B.S, Business Economics
College for Financial Planning
Master of Science (MS), Personal Financial Planning
Vanguard August 2015 - Present
Vanguard October 2010 - July 2015
Vangent Inc February 2010 - May 2011
Charles Schwab & Co., Inc August 2007 - April 2009
Sara Lee Foods, Inc 2005 - December 2006
Campus Crusade for Christ January 2000 - January 2001
Skills
Portfolio Management, Management, Financial Modeling, Financial Analysis, Investments, Series 7, Risk Management, Asset Managment, Business Analysis, Securities, Wealth Management, Retirement Planning, Series 63, Business Strategy, Leadership, Analysis, Mutual Funds, Strategic Financial..., Asset Management, Budgets, Financial Planning
Education
Miami University 1996 — 2000
B.S, Business Economics
College for Financial Planning
Master of Science (MS), Personal Financial Planning
Pete Krug's Vanguard Experience January 2012 - Present
Job Line Manager at Vanguard
Industry Information Technology and Services
Experience
Vanguard January 2012 - Present
Vanguard 2010 - March 2012
Vanguard 2006 - 2010
Vanguard 2005 - 2006
Vanguard 2001 - 2005
Vanguard 1998 - 2001
IBM 1994 - 1997
Skills
ETL, Project Management, Object Oriented Modeling, Star Schema, Dimensional Modeling, Data Warehouse..., Agile Project Management, Agile Methodologies, Scrum, SDLC, Software Project..., Enterprise Architecture, Requirements Analysis, SOA, IT Strategy, Requirements Gathering, Business Analysis, Process Improvement, Java, Software Development
Education
University of North Carolina at Charlotte 1995 — 1997
Master of Science (M.S.), Computer Science
College of Charleston 1984 — 1989
Bachelor of Arts (BA), Business Administration and Management, General
Vanguard January 2012 - Present
Vanguard 2010 - March 2012
Vanguard 2006 - 2010
Vanguard 2005 - 2006
Vanguard 2001 - 2005
Vanguard 1998 - 2001
IBM 1994 - 1997
Skills
ETL, Project Management, Object Oriented Modeling, Star Schema, Dimensional Modeling, Data Warehouse..., Agile Project Management, Agile Methodologies, Scrum, SDLC, Software Project..., Enterprise Architecture, Requirements Analysis, SOA, IT Strategy, Requirements Gathering, Business Analysis, Process Improvement, Java, Software Development
Education
University of North Carolina at Charlotte 1995 — 1997
Master of Science (M.S.), Computer Science
College of Charleston 1984 — 1989
Bachelor of Arts (BA), Business Administration and Management, General
Bill Gerdes's Vanguard Experience September 2008 - 2010
Job Editor/Writer
Industry Publishing
Experience
Vanguard September 2008 - 2010
Standard & Poor's 2005 - 2008
Standard & Poor's 2004 - 2005
Standard & Poor's 1998 - 2004
CCH 1988 - 1996
Skills
Editing, Analysis, Microsoft Excel, Editorial, Microsoft Office, Marketing, Copy Editing, Social Media, Outlook, Graphic Design, Publishing, Proofreading, Content Management, Blogging, Web Content
Education
Columbia University in the City of New York
Vanguard September 2008 - 2010
Standard & Poor's 2005 - 2008
Standard & Poor's 2004 - 2005
Standard & Poor's 1998 - 2004
CCH 1988 - 1996
Skills
Editing, Analysis, Microsoft Excel, Editorial, Microsoft Office, Marketing, Copy Editing, Social Media, Outlook, Graphic Design, Publishing, Proofreading, Content Management, Blogging, Web Content
Education
Columbia University in the City of New York
David Podolak's Vanguard Experience September 2010 - September 2011
Job Sr Relationship Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab January 2015 - Present
Pinnacle High School 2008 - Present
Charles Schwab October 2011 - December 2014
Vanguard September 2010 - September 2011
ING Investment Management 2004 - October 2010
Charles Schwab 1992 - 2004
Skills
Wealth Management, Financial Planning, Investment Strategies, Asset Allocation, Retirement Planning, Series 7, Series 63, series 9/10, Series 24, FINRA, Mutual Funds, Options, Equities, Alternative Investments, Call Centers, Financial Services, Portfolio Management, Management
Education
College for Financial Planning
Charles Schwab January 2015 - Present
Pinnacle High School 2008 - Present
Charles Schwab October 2011 - December 2014
Vanguard September 2010 - September 2011
ING Investment Management 2004 - October 2010
Charles Schwab 1992 - 2004
Skills
Wealth Management, Financial Planning, Investment Strategies, Asset Allocation, Retirement Planning, Series 7, Series 63, series 9/10, Series 24, FINRA, Mutual Funds, Options, Equities, Alternative Investments, Call Centers, Financial Services, Portfolio Management, Management
Education
College for Financial Planning
paul brice's Vanguard Experience October 1998 - Present
Job Stock Broker at Vanguard
Industry Financial Services
Experience
Vanguard October 1998 - Present
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, Leadership, PowerPoint, Project Management, Strategic Planning, Sales
Education
Series 7 License 1995 — 1995
Collins College 1978 — 1985
Banking and Financial Support Services
Vanguard October 1998 - Present
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, Leadership, PowerPoint, Project Management, Strategic Planning, Sales
Education
Series 7 License 1995 — 1995
Collins College 1978 — 1985
Banking and Financial Support Services
Mitch Fryling, CFP, CTFA's Vanguard Experience December 2014 - Present
Job Investment Analyst at Vanguard
Industry Financial Services
Experience
Vanguard December 2014 - Present
Vanguard April 2013 - December 2014
Scotiabank Global Banking and Markets March 2010 - April 2013
The Vanguard Group June 2008 - July 2009
Primerica June 2005 - July 2007
Skills
Series 63, Series 7, Investment Management, Retirement Planning, Trust Management, Mutual Funds, Investment Strategies, Asset Allocation, Leadership, Portfolio Construction, Retirement Income..., Bloomberg, Thompson One, FactSet
Education
College for Financial Planning 2014 — 2016
Master of Science (MS), Personal Financial Planning
College for Financial Planning 2014 — 2015
Master of Science (MS), Finance Financial Analysis Major
Neumann University 2004 — 2008
Bachelor's degree, Business Administration and Management, General
Neumann University 2004 — 2008
Bachelor's degree, Sports Management
Vanguard December 2014 - Present
Vanguard April 2013 - December 2014
Scotiabank Global Banking and Markets March 2010 - April 2013
The Vanguard Group June 2008 - July 2009
Primerica June 2005 - July 2007
Skills
Series 63, Series 7, Investment Management, Retirement Planning, Trust Management, Mutual Funds, Investment Strategies, Asset Allocation, Leadership, Portfolio Construction, Retirement Income..., Bloomberg, Thompson One, FactSet
Education
College for Financial Planning 2014 — 2016
Master of Science (MS), Personal Financial Planning
College for Financial Planning 2014 — 2015
Master of Science (MS), Finance Financial Analysis Major
Neumann University 2004 — 2008
Bachelor's degree, Business Administration and Management, General
Neumann University 2004 — 2008
Bachelor's degree, Sports Management
Liliya Sabaleuskaya's Vanguard Experience November 2012 - Present
Job Financial Planner
Industry Financial Services
Experience
Vanguard November 2012 - Present
Vanguard March 2010 - November 2012
First Federal Savings and Loan Association May 2008 - January 2010
Education
University of North Carolina at Charlotte 2014 — 2016
Master's Degree, Accounting
Coastal Carolina University 2007 — 2008
Bachelor of Science (BS), Finance, 4.00 GPA
Horry-Georgetown Technical College 2004 — 2006
Associate's degree, Business Administration
Vanguard November 2012 - Present
Vanguard March 2010 - November 2012
First Federal Savings and Loan Association May 2008 - January 2010
Education
University of North Carolina at Charlotte 2014 — 2016
Master's Degree, Accounting
Coastal Carolina University 2007 — 2008
Bachelor of Science (BS), Finance, 4.00 GPA
Horry-Georgetown Technical College 2004 — 2006
Associate's degree, Business Administration
Theresa O'Hara's Vanguard Experience February 1997 - Present
Job Sr. Manager at Vanguard
Industry Financial Services
Experience
Vanguard February 1997 - Present
Bergey, Yoder, Sweeney, Witter & Roland (now Canon Capital) January 1990 - January 1997
PA Department of Banking July 1986 - April 1988
Skills
Estate Planning, Financial Planning, Retirement Planning, Wealth Management, Income Tax, Strategic Financial..., Budgets, Team Building, Microsoft Office, Mutual Funds, Investment Advisory, Financial Analysis, Retirement, Investments, High Net Worth..., Asset Allocation
Education
Villanova University School of Law 2007 — 2008
Certificate, Estate Planning
College for Financial Planning 1994 — 1995
Certificate in financial planning
Philadelphia University 1992 — 1994
MS, Taxation
Marquette University 1978 — 1982
BS, Business Administration
Bishop Kenrick 1974 — 1978
High School/Secondary Diploma Programs
Vanguard February 1997 - Present
Bergey, Yoder, Sweeney, Witter & Roland (now Canon Capital) January 1990 - January 1997
PA Department of Banking July 1986 - April 1988
Skills
Estate Planning, Financial Planning, Retirement Planning, Wealth Management, Income Tax, Strategic Financial..., Budgets, Team Building, Microsoft Office, Mutual Funds, Investment Advisory, Financial Analysis, Retirement, Investments, High Net Worth..., Asset Allocation
Education
Villanova University School of Law 2007 — 2008
Certificate, Estate Planning
College for Financial Planning 1994 — 1995
Certificate in financial planning
Philadelphia University 1992 — 1994
MS, Taxation
Marquette University 1978 — 1982
BS, Business Administration
Bishop Kenrick 1974 — 1978
High School/Secondary Diploma Programs
Bilon Geiger's Vanguard Experience June 2006 - January 2007
Job Pricing l Contracting l Operations Professional
Industry Pharmaceuticals
Experience
GE Healthcare August 2013 - Present
GE Power & Water February 2012 - August 2013
GE Power & Water May 2009 - January 2012
GE Capital January 2007 - May 2009
Vanguard June 2006 - January 2007
Skills
Financial Analysis, Valuation, Financial Modeling, Data Analysis, Process Improvement, Corporate Finance, Due Diligence, Mergers & Acquisitions, Leadership, Strategy, Finance, Analysis, Management, Forecasting, Financial Planning, Cross-functional Team...
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA)
Colgate University 2001 — 2005
Political Science, History
Springside School
GE Healthcare August 2013 - Present
GE Power & Water February 2012 - August 2013
GE Power & Water May 2009 - January 2012
GE Capital January 2007 - May 2009
Vanguard June 2006 - January 2007
Skills
Financial Analysis, Valuation, Financial Modeling, Data Analysis, Process Improvement, Corporate Finance, Due Diligence, Mergers & Acquisitions, Leadership, Strategy, Finance, Analysis, Management, Forecasting, Financial Planning, Cross-functional Team...
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA)
Colgate University 2001 — 2005
Political Science, History
Springside School
Alesia Kashko's Vanguard Experience October 2011 - April 2014
Job Middle Office Analyst RMBS
Industry Investment Banking
Experience
Wells Fargo May 2014 - Present
Vanguard October 2011 - April 2014
BB&T April 2008 - September 2011
Sweet Endeavors Inc June 2004 - December 2008
Skills
Series 7, Series 63, Bloomberg, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Pershing NetX360, Thomson One, Financial Modeling, Portfolio Management, Risk Management, Equities, Financial Analysis, Investments, Mutual Funds, Banking
Education
Level III Candidate in CFA program
UNCC 2013 — 2014
Enrolled in MS in Mathematical Finance
Coastal Carolina University 2006 — 2008
Bachelor's degree in Finance, Finance, General, 3.92 out of 4.00
Horry-Georgetown Technical College 2004 — 2006
Associate's degree, Business Administration and Management, General, 3.88
Belarussian State Economic University 2002 — 2004
International Economic Relations
Wells Fargo May 2014 - Present
Vanguard October 2011 - April 2014
BB&T April 2008 - September 2011
Sweet Endeavors Inc June 2004 - December 2008
Skills
Series 7, Series 63, Bloomberg, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Pershing NetX360, Thomson One, Financial Modeling, Portfolio Management, Risk Management, Equities, Financial Analysis, Investments, Mutual Funds, Banking
Education
Level III Candidate in CFA program
UNCC 2013 — 2014
Enrolled in MS in Mathematical Finance
Coastal Carolina University 2006 — 2008
Bachelor's degree in Finance, Finance, General, 3.92 out of 4.00
Horry-Georgetown Technical College 2004 — 2006
Associate's degree, Business Administration and Management, General, 3.88
Belarussian State Economic University 2002 — 2004
International Economic Relations
Angie Kaufman's Vanguard Experience November 2013 - Present
Job Regional Communication Consultant
Industry Financial Services
Experience
John Hancock Retirement Plan Services August 2015 - Present
Vanguard November 2013 - Present
ING March 2012 - September 2013
Standard Insurance Company August 2010 - June 2011
John Hancock Life Insurance Company (U.S.A.) December 2006 - December 2009
Apex Systems May 2006 - September 2006
Great-West Retirement Services December 2005 - April 2006
Denver Health January 2005 - May 2005
Janus Capital Group May 2001 - July 2004
ProSavvy January 2000 - January 2001
Skills
401k, Retirement Planning, Mutual Funds, Series 7, Suite, Business Development, Retirement, Training, Series 63, Asset Allocation, Proficient in Microsoft..., Series 65, Life Insurance License
Education
Columbia College 1996 — 2001
Business Administration, Business
John Hancock Retirement Plan Services August 2015 - Present
Vanguard November 2013 - Present
ING March 2012 - September 2013
Standard Insurance Company August 2010 - June 2011
John Hancock Life Insurance Company (U.S.A.) December 2006 - December 2009
Apex Systems May 2006 - September 2006
Great-West Retirement Services December 2005 - April 2006
Denver Health January 2005 - May 2005
Janus Capital Group May 2001 - July 2004
ProSavvy January 2000 - January 2001
Skills
401k, Retirement Planning, Mutual Funds, Series 7, Suite, Business Development, Retirement, Training, Series 63, Asset Allocation, Proficient in Microsoft..., Series 65, Life Insurance License
Education
Columbia College 1996 — 2001
Business Administration, Business
Cliff Hodge, CFA's Vanguard Experience February 2014 - July 2015
Job Portfolio Manager at FinTrust Investment Advisors
Industry Investment Management
Experience
FinTrust Investment Advisors, LLC July 2015 - Present
Vanguard February 2014 - July 2015
University of South Carolina 2013 - 2014
University of South Carolina 2011 - 2014
Vanguard 2011 - 2013
Vanguard July 2010 - May 2011
Vanguard June 2008 - 2010
Skills
Investments, Series 63, Securities, Investment Strategies, Series 7, Microsoft Excel, Retirement Planning, Wealth Management, Asset Allocation, Bloomberg Terminal, Relationship Management, Finance, Thomson One, Bloomberg, Financial Analysis, Strategic Financial..., Asset Management, Trading, Portfolio Management, Corporate Finance, Financial Modeling
Education
University of South Carolina - The Moore School of Business 2011 — 2013
MBA, Finance, 4.0 GPA
Clemson University - College of Business and Behavioral Science 2004 — 2008
BA, Economics
FinTrust Investment Advisors, LLC July 2015 - Present
Vanguard February 2014 - July 2015
University of South Carolina 2013 - 2014
University of South Carolina 2011 - 2014
Vanguard 2011 - 2013
Vanguard July 2010 - May 2011
Vanguard June 2008 - 2010
Skills
Investments, Series 63, Securities, Investment Strategies, Series 7, Microsoft Excel, Retirement Planning, Wealth Management, Asset Allocation, Bloomberg Terminal, Relationship Management, Finance, Thomson One, Bloomberg, Financial Analysis, Strategic Financial..., Asset Management, Trading, Portfolio Management, Corporate Finance, Financial Modeling
Education
University of South Carolina - The Moore School of Business 2011 — 2013
MBA, Finance, 4.0 GPA
Clemson University - College of Business and Behavioral Science 2004 — 2008
BA, Economics
John E. Fritz's Vanguard Experience December 1996 - July 2010
Job Retirement Services Executive/General Manager
Industry Financial Services
Experience
T. Rowe Price October 2012 - Present
T. Rowe Price August 2010 - October 2012
Vanguard December 1996 - July 2010
RBS Citizens Bank December 1986 - December 1996
Education
Bryant Graduate School of Business
MBA, Management
College of the Holy Cross
BA, Economics/Accounting
The School for Bank Administration, University of Wisconsin
Financial Management
T. Rowe Price October 2012 - Present
T. Rowe Price August 2010 - October 2012
Vanguard December 1996 - July 2010
RBS Citizens Bank December 1986 - December 1996
Education
Bryant Graduate School of Business
MBA, Management
College of the Holy Cross
BA, Economics/Accounting
The School for Bank Administration, University of Wisconsin
Financial Management
Chris Peterson, CFP®'s Vanguard Experience 2010 - Present
Job Senior Financial Advisor at Vanguard
Industry Financial Services
Experience
Vanguard 2010 - Present
Vanguard 2002 - 2010
Skills
Retirement Planning, Series 63, Mutual Funds, Investments, Securities, Strategic Financial..., Wealth Management, Retirement, Series 7, ETFs, 401k, IRAs, Asset Allocation, Investment Advisory, Series 65, Series 24, Investment Management, Estate Planning, Financial Advisory, Series 6, FINRA, Portfolio Management, Asset Managment, Investment Strategies, Wealth, Fixed Annuities, Video Conferencing, High Net Worth..., Asset Management
Education
Colorado State University 2014 — 2017
Master of Business Administration (MBA)
Northern Arizona University 1996 — 2000
BS
Vanguard 2010 - Present
Vanguard 2002 - 2010
Skills
Retirement Planning, Series 63, Mutual Funds, Investments, Securities, Strategic Financial..., Wealth Management, Retirement, Series 7, ETFs, 401k, IRAs, Asset Allocation, Investment Advisory, Series 65, Series 24, Investment Management, Estate Planning, Financial Advisory, Series 6, FINRA, Portfolio Management, Asset Managment, Investment Strategies, Wealth, Fixed Annuities, Video Conferencing, High Net Worth..., Asset Management
Education
Colorado State University 2014 — 2017
Master of Business Administration (MBA)
Northern Arizona University 1996 — 2000
BS
Alexandra Aldridge's Vanguard Experience 1985 - 2001
Job President at The Nelson Foundation
Industry Nonprofit Organization Management
Experience
The Nelson Foundation September 2010 - Present
The Baldwin School 2006 - 2010
The Baldwin School 2003 - 2007
Vanguard 1985 - 2001
Skills
Strategic Planning, Investments, Asset Allocation, Nonprofits, Alternative Investments, Portfolio Management, Mutual Funds, Asset Management, Wealth Management, Investment Management
Education
Villanova University 2002 — 2007
Master of Arts (MA), History
Columbia Business School 1989 — 1991
Master of Business Administration (MBA), Marketing and Finance
Duke University 1980 — 1984
AB, Economics
The Baldwin School, Friends School Haverford
The Nelson Foundation September 2010 - Present
The Baldwin School 2006 - 2010
The Baldwin School 2003 - 2007
Vanguard 1985 - 2001
Skills
Strategic Planning, Investments, Asset Allocation, Nonprofits, Alternative Investments, Portfolio Management, Mutual Funds, Asset Management, Wealth Management, Investment Management
Education
Villanova University 2002 — 2007
Master of Arts (MA), History
Columbia Business School 1989 — 1991
Master of Business Administration (MBA), Marketing and Finance
Duke University 1980 — 1984
AB, Economics
The Baldwin School, Friends School Haverford
Max Mullineaux's Vanguard Experience May 2014 - Present
Job Investment Consultant at Vanguard
Industry Investment Management
Experience
Vanguard May 2014 - Present
PNC October 2012 - April 2014
Flagstone Retirement Consultants September 2009 - August 2012
Ocean City Fire Department 2001 - 2009
Skills
Insurance, Investments, Economics, Microsoft Excel, PowerPoint, Marketing, Microsoft Office, Financial Analysis, Financial Modeling, Marketing Research, Options, Strategic Planning, Finance, Personal Finance, Macroeconomics
Education
College of Charleston 2004 — 2008
Bachelor of Science (BS), Economics
La Salle College High School 2000 — 2004
Vanguard May 2014 - Present
PNC October 2012 - April 2014
Flagstone Retirement Consultants September 2009 - August 2012
Ocean City Fire Department 2001 - 2009
Skills
Insurance, Investments, Economics, Microsoft Excel, PowerPoint, Marketing, Microsoft Office, Financial Analysis, Financial Modeling, Marketing Research, Options, Strategic Planning, Finance, Personal Finance, Macroeconomics
Education
College of Charleston 2004 — 2008
Bachelor of Science (BS), Economics
La Salle College High School 2000 — 2004
Lashanda Johnson's Vanguard Experience August 2013 - January 2014
Job Wife and Mother of The Stephens Family
Industry Medical Practice
Experience
The Stephens Family March 2009 - Present
Vanguard August 2013 - January 2014
Ingersoll Rand March 2012 - February 2013
AmerisourceBergen November 2011 - January 2012
The Outsource Group July 2011 - September 2011
AmerisourceBergen April 2011 - June 2011
AmerisourceBergen October 2010 - January 2011
Boston National Settlement Services July 2010 - August 2010
CBRE February 2010 - February 2010
PMAB, LLC December 2006 - January 2010
Skills
Customer Service, Microsoft Office, Outlook, Recruiting, Microsoft Excel, PowerPoint, Healthcare, Data Entry, Microsoft Word, Public Speaking, Leadership, Team Building, Employee Relations, Administrative..., Budgets, Research, Coaching, Strategic Planning, Business Analysis, Talent Acquisition, English, Teaching, Supervisory Skills, Insurance, Negotiation, Event Planning, Social Media, Sales, Access, Lotus Notes, Accounting, Marketing, Training, Account Management, Troubleshooting, Windows, Software Documentation, Customer Retention, Process Scheduler, Sales Operations, Data Analysis, Accounts Payable, Social Media Marketing, Fundraising, Performance Management, Social Networking, Time Management, Human Resources, Employee Benefits, Management
Education
ECPI College of Technology 2005 — 2008
Computer Information Sciences, Medical Administration
College of Charleston 1997 — 2000
Biology, Communications
Bowman High
The Stephens Family March 2009 - Present
Vanguard August 2013 - January 2014
Ingersoll Rand March 2012 - February 2013
AmerisourceBergen November 2011 - January 2012
The Outsource Group July 2011 - September 2011
AmerisourceBergen April 2011 - June 2011
AmerisourceBergen October 2010 - January 2011
Boston National Settlement Services July 2010 - August 2010
CBRE February 2010 - February 2010
PMAB, LLC December 2006 - January 2010
Skills
Customer Service, Microsoft Office, Outlook, Recruiting, Microsoft Excel, PowerPoint, Healthcare, Data Entry, Microsoft Word, Public Speaking, Leadership, Team Building, Employee Relations, Administrative..., Budgets, Research, Coaching, Strategic Planning, Business Analysis, Talent Acquisition, English, Teaching, Supervisory Skills, Insurance, Negotiation, Event Planning, Social Media, Sales, Access, Lotus Notes, Accounting, Marketing, Training, Account Management, Troubleshooting, Windows, Software Documentation, Customer Retention, Process Scheduler, Sales Operations, Data Analysis, Accounts Payable, Social Media Marketing, Fundraising, Performance Management, Social Networking, Time Management, Human Resources, Employee Benefits, Management
Education
ECPI College of Technology 2005 — 2008
Computer Information Sciences, Medical Administration
College of Charleston 1997 — 2000
Biology, Communications
Bowman High
James Mo Sparks's Vanguard Experience October 2013 - Present
Job ETF Product Analyst Vanguard
Industry Financial Services
Experience
Vanguard October 2013 - Present
Vanguard July 2012 - October 2013
Clemson University September 2010 - May 2012
Clemson University February 2010 - May 2012
Appalachian Development Corp June 2011 - August 2011
Skills
Leadership, Process Improvement, Microsoft Excel, Research, Start-ups, PowerPoint, Microsoft Office, SPSS, Data Analysis, Microsoft Word, Public Speaking, Corporate Finance, Financial Analysis, Customer Service, Finance, Teamwork, Financial Modeling
Education
Clemson University - College of Business and Behavioral Science 2008 — 2012
Bachelor of Science (B.S.), Financial Management
Vanguard October 2013 - Present
Vanguard July 2012 - October 2013
Clemson University September 2010 - May 2012
Clemson University February 2010 - May 2012
Appalachian Development Corp June 2011 - August 2011
Skills
Leadership, Process Improvement, Microsoft Excel, Research, Start-ups, PowerPoint, Microsoft Office, SPSS, Data Analysis, Microsoft Word, Public Speaking, Corporate Finance, Financial Analysis, Customer Service, Finance, Teamwork, Financial Modeling
Education
Clemson University - College of Business and Behavioral Science 2008 — 2012
Bachelor of Science (B.S.), Financial Management
Lynda Moore's Vanguard Experience May 2000 - June 2009
Job Sr. Project Manager at Ally Financial Inc.
Industry Financial Services
Experience
Ocwen Financial Corporation 2013 - Present
Ally Financial Inc. October 2009 - Present
Vanguard May 2000 - June 2009
Skills
Portfolio Management, Risk Management, Financial Services, Release Management, Business Requirements, Iterative, Project Governance, Full SDLC, Scope Management, Agile Project Management, E-commerce, User Acceptance Testing, Business Process...
Education
Colby College
BS, Math/Business
Ocwen Financial Corporation 2013 - Present
Ally Financial Inc. October 2009 - Present
Vanguard May 2000 - June 2009
Skills
Portfolio Management, Risk Management, Financial Services, Release Management, Business Requirements, Iterative, Project Governance, Full SDLC, Scope Management, Agile Project Management, E-commerce, User Acceptance Testing, Business Process...
Education
Colby College
BS, Math/Business
Ryan Pape's Vanguard Experience October 2010 - Present
Job Client Relationship Specialist at Vanguard
Industry Financial Services
Experience
Vanguard October 2010 - Present
Skills
Bloomberg, 401k, Leadership, Retirement Planning, Finance, Loans, Asset Allocation, Strategic Financial..., Retirement, Financial Analysis, Investments, Credit, Asset Management, Banking, Investment Strategies, Series 63, Financial Services, Series 7, Fixed Income, Wealth Management, Mutual Funds
Education
University of Phoenix 2008 — 2009
Master of Business Administration (MBA)
Colorado State University 2002 — 2006
Bachelor of Science (BS), Finance, General
Vanguard October 2010 - Present
Skills
Bloomberg, 401k, Leadership, Retirement Planning, Finance, Loans, Asset Allocation, Strategic Financial..., Retirement, Financial Analysis, Investments, Credit, Asset Management, Banking, Investment Strategies, Series 63, Financial Services, Series 7, Fixed Income, Wealth Management, Mutual Funds
Education
University of Phoenix 2008 — 2009
Master of Business Administration (MBA)
Colorado State University 2002 — 2006
Bachelor of Science (BS), Finance, General
Natonia Kelly's Vanguard Experience September 2013 - Present
Job Software Engineer at Vanguard
Industry Information Technology and Services
Experience
Vanguard September 2013 - Present
Coastal Carolina University January 2013 - May 2013
Skills
Microsoft Office, Data Entry, Microsoft Excel, Time Management, Java, Critical Thinking, Software Development..., Database Design, SQL, Query Writing, phpMyAdmin, Design Research, MS Excel Pivot Tables, Oral & Written..., Technical Writing, Interpersonal..., Information Literacy, C/C++, Web Pages, HTML, PHP, XAMPP, Project Planning, MS Project, Use Case Diagrams, Timely Decision Making, Multi Tasking, Meet Deadlines, Liaison, Spring MVC, JavaScript, AngularJS, Series 7
Education
Coastal Carolina University 2009 — 2013
Bachelor of Science (B.S.), Information Systems
Vanguard September 2013 - Present
Coastal Carolina University January 2013 - May 2013
Skills
Microsoft Office, Data Entry, Microsoft Excel, Time Management, Java, Critical Thinking, Software Development..., Database Design, SQL, Query Writing, phpMyAdmin, Design Research, MS Excel Pivot Tables, Oral & Written..., Technical Writing, Interpersonal..., Information Literacy, C/C++, Web Pages, HTML, PHP, XAMPP, Project Planning, MS Project, Use Case Diagrams, Timely Decision Making, Multi Tasking, Meet Deadlines, Liaison, Spring MVC, JavaScript, AngularJS, Series 7
Education
Coastal Carolina University 2009 — 2013
Bachelor of Science (B.S.), Information Systems
Kelly Stewart, CFP®'s Vanguard Experience May 2015 - Present
Job Financial Advisor at Vanguard
Industry Financial Services
Experience
Vanguard May 2015 - Present
Education
Stratford High School
Furman University 2004 — 2008
Bachelor of Arts (B.A.), Economics
College of Charleston 2011 — 2012
Certificate in Financial Planning
Vanguard May 2015 - Present
Education
Stratford High School
Furman University 2004 — 2008
Bachelor of Arts (B.A.), Economics
College of Charleston 2011 — 2012
Certificate in Financial Planning
Steven Glowacki's Vanguard Experience July 2010 - November 2010
Job Restaurants Professional
Industry Restaurants
Experience
Texas Roadhouse 2010 - Present
Zaxby's Inc. July 2012 - November 2012
Vanguard July 2010 - November 2010
Skills
Management, People Skills, Hands-on Learning, Restaurants, Automotive, Graphic Design, Friendly Personality, Painting, Bartending, Team Building
Education
Coastal Carolina University 2004 — 2008
Bachelor's degree, Business Administration and Management, General
Texas Roadhouse 2010 - Present
Zaxby's Inc. July 2012 - November 2012
Vanguard July 2010 - November 2010
Skills
Management, People Skills, Hands-on Learning, Restaurants, Automotive, Graphic Design, Friendly Personality, Painting, Bartending, Team Building
Education
Coastal Carolina University 2004 — 2008
Bachelor's degree, Business Administration and Management, General
William Wittmann's Vanguard Experience January 2008 - April 2014
Job Independent Financial Advisor
Industry Financial Services
Experience
Self-employed April 2014 - Present
Vanguard January 2008 - April 2014
Charles Schwab January 1997 - March 2007
Motorola Computer Group May 1992 - November 1996
Skills
Financial Services, Investment Advisory, Financial Planning, Financial Advisory, Wealth Management, Portfolio Management, Retirement Planning, Retirement
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.), Marketing and Operations Management, 3.6 Deans list
College for Financial Planning 2007 — 2007
Accredit Asset Management Specialist (AAMS), Asset Management Specialist, Portfolio Construction and Client Management, N/A
University of Nebraska-Lincoln 1965 — 1970
Bachelor's Degree, Mechanical Engineering
Self-employed April 2014 - Present
Vanguard January 2008 - April 2014
Charles Schwab January 1997 - March 2007
Motorola Computer Group May 1992 - November 1996
Skills
Financial Services, Investment Advisory, Financial Planning, Financial Advisory, Wealth Management, Portfolio Management, Retirement Planning, Retirement
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.), Marketing and Operations Management, 3.6 Deans list
College for Financial Planning 2007 — 2007
Accredit Asset Management Specialist (AAMS), Asset Management Specialist, Portfolio Construction and Client Management, N/A
University of Nebraska-Lincoln 1965 — 1970
Bachelor's Degree, Mechanical Engineering
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments