Vanguard Company
Industry: Investment management company
DescriptionThe Vanguard Group is an American registered investment advisor based in Malvern, Pennsylvania with over $5.1 trillion in assets under management. It is the largest provider of mutual funds and the second-largest provider of exchange-traded funds in the world after BlackRock's iShares. Customer service: 0800 032 3731 Assets under management: 5.1 trillion USD (January 31, 2018) Founder: John C. Bogle Founded: 1 May 1975, Valley Forge, Pennsylvania, United States CEO: Mortimer J. Buckley (Jan 2018–) Headquarters: Valley Forge, Pennsylvania, United States
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Vanguard Employees
Employee
Years
Job
Industry
Angela Yeh Angela Yeh's Vanguard Experience July 2004 - July 2005
Job
Industry Financial Services
Experience
FactSet Research Systems October 2010 - Present
Kiva.org September 2010 - June 2013
FactSet Research Systems May 2008 - October 2010
FactSet Research Systems September 2007 - May 2008
FactSet Research Systems September 2005 - September 2007
Vanguard July 2004 - July 2005
Skills
SQL, VMS, Project Planning, Spanish, Mandarin, Microsoft Excel, Leadership, Project Management, Strategy, Product Management, Marketing Strategy, Financial Modeling, Analysis, Data Analysis, Marketing, Leadership Development, Sales, Product Development
Education
Cornell University 2000 — 2004
BA
saratoga
FactSet Research Systems October 2010 - Present
Kiva.org September 2010 - June 2013
FactSet Research Systems May 2008 - October 2010
FactSet Research Systems September 2007 - May 2008
FactSet Research Systems September 2005 - September 2007
Vanguard July 2004 - July 2005
Skills
SQL, VMS, Project Planning, Spanish, Mandarin, Microsoft Excel, Leadership, Project Management, Strategy, Product Management, Marketing Strategy, Financial Modeling, Analysis, Data Analysis, Marketing, Leadership Development, Sales, Product Development
Education
Cornell University 2000 — 2004
BA
saratoga
Dan Carlson, M.Ed. Dan Carlson, M.Ed.'s Vanguard Experience February 2013 - Present
Job President at GEO Graves, LLC | 4844835232
Industry Individual & Family Services
Experience
GEO Graves, LLC December 2014 - Present
Vanguard February 2013 - Present
Vanguard August 2008 - February 2013
University of Texas at Brownsville January 2010 - January 2012
United States Air Force January 2007 - July 2008
United States Air Force November 2006 - July 2008
United States Air Force January 2004 - July 2008
United States Air Force March 2005 - December 2006
United States Air Force July 2003 - December 2003
Skills
Educational Technology, Instructional Technology, Instructional Design, Instructor-led Training, Adult Education, Teaching, Dreamweaver, Captivate, E-Learning, Manage Client..., Distance Learning, Technical Training, Course Development, Program Management, Thought Leadership, Team Leadership, Supervisory Skills, Strategic Planning, Problem Solving, Mentoring, Coaching, Public Speaking, Customer Relations, Research, Troubleshooting, WYSIWYG layout tools, Wordpress, HTML, Simulation, Writing, Microsoft Office, PowerPoint, Word, Excel, Government, Air Force, Defense, Security Clearance, Performance Consulting, Webinars, Career Development, SharePoint, Employee Training, Training, Needs Analysis, Learning Management..., SnagIt, CRM, Leadership, Project Management
Education
University of Texas at Brownsville 2007 — 2008
M.Ed, Educational Technology
Wayland Baptist University 2005 — 2006
B.S, Occupational Education; Criminal Administration
Community College of the Air Force 2004 — 2005
Assoc, Applied Science, Instructor of Technology and Military Science
Community College of the Air Force 2000 — 2002
Assoc, Criminal Justice
GEO Graves, LLC December 2014 - Present
Vanguard February 2013 - Present
Vanguard August 2008 - February 2013
University of Texas at Brownsville January 2010 - January 2012
United States Air Force January 2007 - July 2008
United States Air Force November 2006 - July 2008
United States Air Force January 2004 - July 2008
United States Air Force March 2005 - December 2006
United States Air Force July 2003 - December 2003
Skills
Educational Technology, Instructional Technology, Instructional Design, Instructor-led Training, Adult Education, Teaching, Dreamweaver, Captivate, E-Learning, Manage Client..., Distance Learning, Technical Training, Course Development, Program Management, Thought Leadership, Team Leadership, Supervisory Skills, Strategic Planning, Problem Solving, Mentoring, Coaching, Public Speaking, Customer Relations, Research, Troubleshooting, WYSIWYG layout tools, Wordpress, HTML, Simulation, Writing, Microsoft Office, PowerPoint, Word, Excel, Government, Air Force, Defense, Security Clearance, Performance Consulting, Webinars, Career Development, SharePoint, Employee Training, Training, Needs Analysis, Learning Management..., SnagIt, CRM, Leadership, Project Management
Education
University of Texas at Brownsville 2007 — 2008
M.Ed, Educational Technology
Wayland Baptist University 2005 — 2006
B.S, Occupational Education; Criminal Administration
Community College of the Air Force 2004 — 2005
Assoc, Applied Science, Instructor of Technology and Military Science
Community College of the Air Force 2000 — 2002
Assoc, Criminal Justice
Daniel Berkowitz's Vanguard Experience July 2014 - Present
Job MBA Leadership Development Program at Vanguard
Industry Financial Services
Experience
Vanguard July 2014 - Present
Vanguard May 2013 - August 2013
Ambrose Group May 2010 - May 2012
Ambrose Group August 2008 - May 2010
Cornell University August 2006 - May 2008
Education
Cornell University - Johnson Graduate School of Management 2012 — 2014
MBA, with Distinction
Cornell University ILR School 2004 — 2008
B.S.
Vanguard July 2014 - Present
Vanguard May 2013 - August 2013
Ambrose Group May 2010 - May 2012
Ambrose Group August 2008 - May 2010
Cornell University August 2006 - May 2008
Education
Cornell University - Johnson Graduate School of Management 2012 — 2014
MBA, with Distinction
Cornell University ILR School 2004 — 2008
B.S.
Lisa Angelucci, ABCP's Vanguard Experience April 2013 - Present
Job BCP Coordinator, Data Administrator, Event Planner
Industry Financial Services
Experience
Vanguard April 2013 - Present
Vanguard January 2013 - Present
Vanguard February 2012 - Present
Vanguard January 1993 - July 2010
Skills
Microsoft Office, Event Planning, Data Entry, Event Management, SharePoint, SharePoint Designer, Access, iGrafx, Visio, Vovici, Lotus Notes, Team Building, Time Management, Meeting Planning, Microsoft Excel, Spreadsheets, Administration, Process Improvement, Project Management, Risk Management, Strategic Planning, Analysis
Education
Cortiva Institute-Pennsylvania School of Muscle Therapy 2009 — 2010
Massage Therapy/Therapeutic Massage
Marple Newtown
Business
Vanguard April 2013 - Present
Vanguard January 2013 - Present
Vanguard February 2012 - Present
Vanguard January 1993 - July 2010
Skills
Microsoft Office, Event Planning, Data Entry, Event Management, SharePoint, SharePoint Designer, Access, iGrafx, Visio, Vovici, Lotus Notes, Team Building, Time Management, Meeting Planning, Microsoft Excel, Spreadsheets, Administration, Process Improvement, Project Management, Risk Management, Strategic Planning, Analysis
Education
Cortiva Institute-Pennsylvania School of Muscle Therapy 2009 — 2010
Massage Therapy/Therapeutic Massage
Marple Newtown
Business
Kurt Weist Kurt Weist's Vanguard Experience June 1998 - October 2004
Job Teacher Language Arts / Social Studies at Portland Public Schools
Industry Education Management
Experience
Portland Public Schools January 2006 - Present
FILTER LLC 2007 - 2008
Vanguard June 1998 - October 2004
The Phelps School September 1992 - June 1998
Ted Thomas Associates, Inc. Advertising June 1987 - June 1990
Skills
Language Arts, Social Studies, Teaching, Curriculum Design, Copywriting, Newsletters, Public Speaking, Public Relations, Research, Tutoring, Proofreading, Content Development, Instructional Design, Editing, Grant Writing, Curriculum Development, Classroom, Lesson Planning, Educational Technology
Education
Concordia University-Portland 2006 — 2012
M.Ed., Curriculum & Instruction
Villanova University 1990 — 1992
PA Teacher Certification Program, Education
Denison University 1981 — 1985
B.A., English (Composition) / Cinematography
Portland Public Schools January 2006 - Present
FILTER LLC 2007 - 2008
Vanguard June 1998 - October 2004
The Phelps School September 1992 - June 1998
Ted Thomas Associates, Inc. Advertising June 1987 - June 1990
Skills
Language Arts, Social Studies, Teaching, Curriculum Design, Copywriting, Newsletters, Public Speaking, Public Relations, Research, Tutoring, Proofreading, Content Development, Instructional Design, Editing, Grant Writing, Curriculum Development, Classroom, Lesson Planning, Educational Technology
Education
Concordia University-Portland 2006 — 2012
M.Ed., Curriculum & Instruction
Villanova University 1990 — 1992
PA Teacher Certification Program, Education
Denison University 1981 — 1985
B.A., English (Composition) / Cinematography
Jonathan Peckham Jonathan Peckham's Vanguard Experience July 2013 - Present
Job Team Leader at Vanguard
Industry Shipbuilding
Experience
United States Marine Corps June 2008 - Present
Vanguard July 2013 - Present
Allen's Wine and Spirits July 2013 - Present
Skills
Leadership, Public Speaking, Common Sense, Fiberglass, Woodworking, Situational Awareness, Combat, Managing Workflow, Learning Quickly, Truck Driving, Defensive Driving, Firearms, Wine & Spirits Industry
Education
Community College of Rhode Island 2011 — 2013
Portsmouth High School 2004 — 2008
United States Marine Corps June 2008 - Present
Vanguard July 2013 - Present
Allen's Wine and Spirits July 2013 - Present
Skills
Leadership, Public Speaking, Common Sense, Fiberglass, Woodworking, Situational Awareness, Combat, Managing Workflow, Learning Quickly, Truck Driving, Defensive Driving, Firearms, Wine & Spirits Industry
Education
Community College of Rhode Island 2011 — 2013
Portsmouth High School 2004 — 2008
Edward Battista, MS, SPHR-CA, GPHR Edward Battista, MS, SPHR-CA, GPHR's Vanguard Experience 1998 - 2003
Job Vice President, Human Resources, Hospital Corp. of America
Industry Hospital & Health Care
Experience
HCA 2008 - Present
Mee Memorial Hospital 2006 - 2008
Fortius Group of Funds 2003 - 2006
Vanguard 1998 - 2003
Phoenix Investment Partners September 1990 - September 1998
United Technologies June 1986 - September 1990
Skills
HR Executive, Strategic Planning, Labor Relations, Employee Relations, Training & Development, Collective Bargaining, Union Relations, Talent Management, Change Management, Leadership, Executive Management, Executive Coaching, Organizational..., Policy Writing, Workplace Investigation, Healthcare Management, Workplace Harassment, Occupational Health, ADA compliance, Workers Compensation, FMLA, CFRA, EEOC, Wrongful Termination, DFEH, Leave of Absence..., Employee Handbooks, Compensation & Benefits..., Performance Management, Written & Oral..., Union & Non-Union, Mutual Funds, Executive Presentation..., Healthcare, Applicant Tracking..., Team Building, Training, Management, Hospitals
Education
Rensselaer Polytechnic Institute
Master's degree, Business Administration and Management, General
Cornell University
Bachelor of Science (BS), Labor and Industrial Relations
HCA 2008 - Present
Mee Memorial Hospital 2006 - 2008
Fortius Group of Funds 2003 - 2006
Vanguard 1998 - 2003
Phoenix Investment Partners September 1990 - September 1998
United Technologies June 1986 - September 1990
Skills
HR Executive, Strategic Planning, Labor Relations, Employee Relations, Training & Development, Collective Bargaining, Union Relations, Talent Management, Change Management, Leadership, Executive Management, Executive Coaching, Organizational..., Policy Writing, Workplace Investigation, Healthcare Management, Workplace Harassment, Occupational Health, ADA compliance, Workers Compensation, FMLA, CFRA, EEOC, Wrongful Termination, DFEH, Leave of Absence..., Employee Handbooks, Compensation & Benefits..., Performance Management, Written & Oral..., Union & Non-Union, Mutual Funds, Executive Presentation..., Healthcare, Applicant Tracking..., Team Building, Training, Management, Hospitals
Education
Rensselaer Polytechnic Institute
Master's degree, Business Administration and Management, General
Cornell University
Bachelor of Science (BS), Labor and Industrial Relations
Thomas De Luca Thomas De Luca's Vanguard Experience July 2014 - Present
Job Project Manager at Vanguard
Industry Financial Services
Experience
Vanguard July 2014 - Present
Vanguard June 2013 - August 2013
United States Air Force May 2011 - August 2012
United States Air Force January 2010 - April 2011
United States Air Force October 2007 - December 2009
Skills
Air Force
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Finance, Strategy, International Business
Naval Postgraduate School 2006 — 2007
MS, Mathematics and Meteorology
Cornell University 2000 — 2004
BA, Mathematics and Mathematical Economics
Vanguard July 2014 - Present
Vanguard June 2013 - August 2013
United States Air Force May 2011 - August 2012
United States Air Force January 2010 - April 2011
United States Air Force October 2007 - December 2009
Skills
Air Force
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Finance, Strategy, International Business
Naval Postgraduate School 2006 — 2007
MS, Mathematics and Meteorology
Cornell University 2000 — 2004
BA, Mathematics and Mathematical Economics
Karunesh Bhardwaj Karunesh Bhardwaj's Vanguard Experience January 2013 - Present
Job Big Data Architect at Vanguard
Industry Financial Services
Experience
Vanguard January 2013 - Present
Vanguard January 2011 - December 2013
Vanguard March 2002 - December 2010
Vanguard December 2000 - March 2002
Data-Core Systems Inc. 1999 - 2000
TKG India Limited 1996 - 1999
Talbros - IT Division 1996 - 1997
SQL Star International 1994 - 1996
Skills
Database Design, Database Administration, Database Platform..., SQL Tuning, PL/SQL, Unix Shell Scripting, Data Modeling, Data Warehousing, Database upgrade, Process Automation, Data virtualization, Databases, SQL, Oracle, DB2, Architecture, Unix, SDLC, Enterprise Architecture, SOA, Datacenter..., Microsoft SQL Server, Software Project..., Business Intelligence, Solution Architecture, Disaster Recovery, IT Strategy, Agile Project Management, ETL, Big Data Implimentaion
Education
Columbia University in the City of New York 2013 — 2015
MS Technology Management, Technology management
Delhi University 1990 — 1993
Bachelor of Science (B.Sc.), Biology/Biological Sciences, General
Guru Ram Rai Public School 1987 — 1989
Senior Secondary, Physics, chemistry, math
St joseph's School Kotdwara 1978 — 1987
Junior High/Intermediate/Middle School Education and Teaching
Kotdwara
Vanguard January 2013 - Present
Vanguard January 2011 - December 2013
Vanguard March 2002 - December 2010
Vanguard December 2000 - March 2002
Data-Core Systems Inc. 1999 - 2000
TKG India Limited 1996 - 1999
Talbros - IT Division 1996 - 1997
SQL Star International 1994 - 1996
Skills
Database Design, Database Administration, Database Platform..., SQL Tuning, PL/SQL, Unix Shell Scripting, Data Modeling, Data Warehousing, Database upgrade, Process Automation, Data virtualization, Databases, SQL, Oracle, DB2, Architecture, Unix, SDLC, Enterprise Architecture, SOA, Datacenter..., Microsoft SQL Server, Software Project..., Business Intelligence, Solution Architecture, Disaster Recovery, IT Strategy, Agile Project Management, ETL, Big Data Implimentaion
Education
Columbia University in the City of New York 2013 — 2015
MS Technology Management, Technology management
Delhi University 1990 — 1993
Bachelor of Science (B.Sc.), Biology/Biological Sciences, General
Guru Ram Rai Public School 1987 — 1989
Senior Secondary, Physics, chemistry, math
St joseph's School Kotdwara 1978 — 1987
Junior High/Intermediate/Middle School Education and Teaching
Kotdwara
Joseph LoCasto Joseph LoCasto's Vanguard Experience November 2011 - May 2014
Job Information Security and Risk Analyst at J&J
Industry Information Technology and Services
Experience
Johnson & Johnson June 2014 - Present
Vanguard November 2011 - May 2014
United States Air Force November 1990 - February 2011
United States Air Force November 1990 - February 2011
Skills
Troubleshooting, Training, Windows 7, Telecommunications, Access, Active Directory, Leadership, Networking, Windows Server, Operating Systems, Servers, Hardware, Windows XP, Security, Microsoft Exchange, Software Installation, Security Clearance, Databases, Laptops, Microsoft Excel, Air Force, Information Technology, Program Management, Team Leadership, System Administration, Process Improvement, Management, Network Administration, Project Management, Team Building, Microsoft Office, Windows, Organizational..., Windows Vista
Education
Penn State University 2012 — 2013
Bachelor of Science (B.S.), Psychology
Penn State University 2011 — 2013
Bachelor of Science (B.S.), Organizational Leadership
Community College of the Air Force 2009 — 2011
A.S., Applied Sciences
Johnson & Johnson June 2014 - Present
Vanguard November 2011 - May 2014
United States Air Force November 1990 - February 2011
United States Air Force November 1990 - February 2011
Skills
Troubleshooting, Training, Windows 7, Telecommunications, Access, Active Directory, Leadership, Networking, Windows Server, Operating Systems, Servers, Hardware, Windows XP, Security, Microsoft Exchange, Software Installation, Security Clearance, Databases, Laptops, Microsoft Excel, Air Force, Information Technology, Program Management, Team Leadership, System Administration, Process Improvement, Management, Network Administration, Project Management, Team Building, Microsoft Office, Windows, Organizational..., Windows Vista
Education
Penn State University 2012 — 2013
Bachelor of Science (B.S.), Psychology
Penn State University 2011 — 2013
Bachelor of Science (B.S.), Organizational Leadership
Community College of the Air Force 2009 — 2011
A.S., Applied Sciences
Lindsey Musselman Lindsey Musselman's Vanguard Experience July 2014 - Present
Job Senior Manager, Culture & Employee Engagement at Vanguard
Industry Financial Services
Experience
Vanguard July 2014 - Present
Vanguard October 2012 - July 2014
Deloitte & Touche February 2011 - October 2012
Deloitte Consulting September 2009 - February 2011
Deloitte Consulting 2008 - 2008
The Vanguard Group May 2006 - June 2007
The Vanguard Group June 2004 - May 2006
Skills
Executive Development, Talent Management, Strategic Planning, Business Strategy, Management Consulting, Process Improvement, Project Management, Organizational..., Program Management, Change Management, Business Analysis, Executive Coaching, Strategy, Leadership Development
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2009
MBA
Dartmouth College 2000 — 2004
Bachelor of Arts, Economics and Sociology
Vanguard July 2014 - Present
Vanguard October 2012 - July 2014
Deloitte & Touche February 2011 - October 2012
Deloitte Consulting September 2009 - February 2011
Deloitte Consulting 2008 - 2008
The Vanguard Group May 2006 - June 2007
The Vanguard Group June 2004 - May 2006
Skills
Executive Development, Talent Management, Strategic Planning, Business Strategy, Management Consulting, Process Improvement, Project Management, Organizational..., Program Management, Change Management, Business Analysis, Executive Coaching, Strategy, Leadership Development
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2009
MBA
Dartmouth College 2000 — 2004
Bachelor of Arts, Economics and Sociology
Brian Rebmann Brian Rebmann's Vanguard Experience 2010 - 2010
Job Customer Service Agent at Valley Metro RPTA
Industry Transportation/Trucking/Railroad
Experience
Valley Metro RPTA February 2011 - Present
Valley Metro RPTA December 2011 - December 2014
Bank of America February 2009 - June 2010
Vanguard 2010 - 2010
Vanguard 2010 - 2010
Vanguard 2010 - 2010
eTelecare Global Solutions June 2005 - February 2009
Skills
Customer Service, Transportation, Logistics, Training, Outlook, Budgets, Project Planning, Microsoft Office, Microsoft Excel, Troubleshooting
Education
Kaplan University 2010 — 2012
Master’s Degree, Project Management
D'Youville College 1998 — 2002
Bachelor's degree, Business/Commerce, General
D'Youville College 1998 — 2002
Bachelor’s Degree, Business, Management, Marketing, and Related Support Services
Valley Metro RPTA February 2011 - Present
Valley Metro RPTA December 2011 - December 2014
Bank of America February 2009 - June 2010
Vanguard 2010 - 2010
Vanguard 2010 - 2010
Vanguard 2010 - 2010
eTelecare Global Solutions June 2005 - February 2009
Skills
Customer Service, Transportation, Logistics, Training, Outlook, Budgets, Project Planning, Microsoft Office, Microsoft Excel, Troubleshooting
Education
Kaplan University 2010 — 2012
Master’s Degree, Project Management
D'Youville College 1998 — 2002
Bachelor's degree, Business/Commerce, General
D'Youville College 1998 — 2002
Bachelor’s Degree, Business, Management, Marketing, and Related Support Services
Nicholas Stanley Nicholas Stanley's Vanguard Experience March 2014 - Present
Job Engagement Manager at Vanguard
Industry Management Consulting
Experience
Vanguard March 2014 - Present
The Boston Consulting Group August 2011 - March 2014
Phillips & Cohen LLP March 2010 - August 2011
The PAIR Project August 2009 - February 2010
Skills
Microsoft Excel, Spanish, Public Speaking, Microsoft Office, Project Management, Management Consulting, Change Management, Leadership Development, Statistics, Mergers, Corporate Finance, Instructional Design, Stata, Finance, Talent Management, SAS, Private Equity, Training, Social Media
Education
Stanford University Law School 2006 — 2009
Juris Doctor (JD), Law
Cornell University 2002 — 2006
Bachelor of Science (BS), Labor and Industrial Relations
Vanguard March 2014 - Present
The Boston Consulting Group August 2011 - March 2014
Phillips & Cohen LLP March 2010 - August 2011
The PAIR Project August 2009 - February 2010
Skills
Microsoft Excel, Spanish, Public Speaking, Microsoft Office, Project Management, Management Consulting, Change Management, Leadership Development, Statistics, Mergers, Corporate Finance, Instructional Design, Stata, Finance, Talent Management, SAS, Private Equity, Training, Social Media
Education
Stanford University Law School 2006 — 2009
Juris Doctor (JD), Law
Cornell University 2002 — 2006
Bachelor of Science (BS), Labor and Industrial Relations
Jon Ingram Jon Ingram's Vanguard Experience August 2012 - March 2014
Job Director, FP&A at Hartford Funds
Industry Financial Services
Experience
Hartford Funds March 2014 - Present
Vanguard August 2012 - March 2014
ING July 2002 - August 2012
Bristol-Myers Squibb 2001 - 2002
Skills
Business Analysis, Business Process..., Change Management, Finance, Financial Analysis, Financial Modeling, Financial Services, Insurance, Investments, Management, Portfolio Management, Process Improvement, Project Management, Risk Management, Six Sigma, Strategic Planning
Education
Cornell University - Johnson Graduate School of Management 2009 — 2011
MBA, General Management
Drexel University 1997 — 2002
B.S., Finance and MIS
Hartford Funds March 2014 - Present
Vanguard August 2012 - March 2014
ING July 2002 - August 2012
Bristol-Myers Squibb 2001 - 2002
Skills
Business Analysis, Business Process..., Change Management, Finance, Financial Analysis, Financial Modeling, Financial Services, Insurance, Investments, Management, Portfolio Management, Process Improvement, Project Management, Risk Management, Six Sigma, Strategic Planning
Education
Cornell University - Johnson Graduate School of Management 2009 — 2011
MBA, General Management
Drexel University 1997 — 2002
B.S., Finance and MIS
Michael Wentzel Michael Wentzel's Vanguard Experience September 2015 - Present
Job Integrated Client Services Associate at Vanguard
Industry Investment Management
Experience
Vanguard September 2015 - Present
Vanguard August 2014 - September 2015
NextLot Inc. June 2013 - August 2013
B. Rose Productions June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking, Data Analysis, Spanish, Facebook, Event Planning, Social Networking, Leadership
Education
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor of Science (B.S.), Business Administration
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2014
Bachelor of Science (B.S.), Business Administration
Copenhagen Business School
Internet Marketing & Organizational Behavior, International Summer University Program
Vanguard September 2015 - Present
Vanguard August 2014 - September 2015
NextLot Inc. June 2013 - August 2013
B. Rose Productions June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking, Data Analysis, Spanish, Facebook, Event Planning, Social Networking, Leadership
Education
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor of Science (B.S.), Business Administration
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2014
Bachelor of Science (B.S.), Business Administration
Copenhagen Business School
Internet Marketing & Organizational Behavior, International Summer University Program
Alexander Blaha's Vanguard Experience October 2013 - June 2014
Job Brokerage Associate at Vanguard
Industry Financial Services
Experience
Vanguard October 2013 - June 2014
The Gentlemen of the College June 2012 - May 2013
Thrive Financial Services June 2011 - August 2011
Skills
Microsoft Office, Health Insurance, Asset Management, Public Speaking, Recruiting, Microsoft Excel, Financial Analysis, Management, Training, Coaching, Spanish, Sales, Public Relations, CRM
Education
The College of William and Mary 2009 — 2013
Bachelor of Arts (B.A.), Philosophy and Accounting
Budapesti Corvinus Egyetem
Vanguard October 2013 - June 2014
The Gentlemen of the College June 2012 - May 2013
Thrive Financial Services June 2011 - August 2011
Skills
Microsoft Office, Health Insurance, Asset Management, Public Speaking, Recruiting, Microsoft Excel, Financial Analysis, Management, Training, Coaching, Spanish, Sales, Public Relations, CRM
Education
The College of William and Mary 2009 — 2013
Bachelor of Arts (B.A.), Philosophy and Accounting
Budapesti Corvinus Egyetem
Lynnette Duenas Lynnette Duenas's Vanguard Experience January 2015 - Present
Job Line Manager at Vanguard
Industry Financial Services
Experience
Vanguard January 2015 - Present
Vanguard July 2013 - January 2015
SC Johnson May 2012 - August 2012
Management Leadership for Tomorrow February 2010 - July 2011
Citco Fund Services December 2006 - October 2010
Citco Fund Services 2010 - 2010
Citigroup May 2006 - November 2006
Bear Stearns August 2003 - May 2006
JP Morgan Chase 2000 - 2001
Skills
Fixed Income, Cross-functional Team..., Equities, Derivatives, Strategy, Hedge Funds, Leadership, Bloomberg, Marketing, Portfolio Management, Finance, Financial Services, Analysis, Management, Emerging Markets
Education
Cornell University - S.C. Johnson Graduate School of Management 2011 — 2013
MBA, Marketing and Finance
Johnson Trek in India 2011 — 2011
International Management
University of Pennsylvania - The Wharton School 1999 — 2003
BS, Management, Legal Studies and Ethics, Latin American Studies
St. Francis Preparatory High School 1995 — 1999
Vanguard January 2015 - Present
Vanguard July 2013 - January 2015
SC Johnson May 2012 - August 2012
Management Leadership for Tomorrow February 2010 - July 2011
Citco Fund Services December 2006 - October 2010
Citco Fund Services 2010 - 2010
Citigroup May 2006 - November 2006
Bear Stearns August 2003 - May 2006
JP Morgan Chase 2000 - 2001
Skills
Fixed Income, Cross-functional Team..., Equities, Derivatives, Strategy, Hedge Funds, Leadership, Bloomberg, Marketing, Portfolio Management, Finance, Financial Services, Analysis, Management, Emerging Markets
Education
Cornell University - S.C. Johnson Graduate School of Management 2011 — 2013
MBA, Marketing and Finance
Johnson Trek in India 2011 — 2011
International Management
University of Pennsylvania - The Wharton School 1999 — 2003
BS, Management, Legal Studies and Ethics, Latin American Studies
St. Francis Preparatory High School 1995 — 1999
Erica Serpico's Vanguard Experience October 2014 - Present
Job Product Offer Strategy at Vanguard
Industry Financial Services
Experience
Vanguard October 2014 - Present
Vanguard July 2013 - October 2014
Hypatia Capital Group June 2012 - August 2012
CME Group May 2011 - August 2011
Rock-It Cargo USA LLC December 2010 - April 2011
Innovative Benefit Planning, LLC March 2010 - June 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Financial Modeling, Data Analysis, Microsoft Office, Financial Analysis, Strategic Planning, Editing
Education
Dartmouth College
Bachelor of Arts (B.A.), Mathematics
Moorestown High School
Vanguard October 2014 - Present
Vanguard July 2013 - October 2014
Hypatia Capital Group June 2012 - August 2012
CME Group May 2011 - August 2011
Rock-It Cargo USA LLC December 2010 - April 2011
Innovative Benefit Planning, LLC March 2010 - June 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Financial Modeling, Data Analysis, Microsoft Office, Financial Analysis, Strategic Planning, Editing
Education
Dartmouth College
Bachelor of Arts (B.A.), Mathematics
Moorestown High School
Sara Mancini's Vanguard Experience August 2015 - Present
Job Asset Transition Consultant at Vanguard
Industry Financial Services
Experience
Vanguard August 2015 - Present
Vanguard October 2012 - August 2015
Vanguard September 2011 - October 2012
Vanguard April 2010 - September 2011
Law Offices of Vincent B. Mancini June 2009 - March 2010
SAP America May 2007 - August 2007
Skills
Data Analysis, Microsoft Office, Lotus Notes, Research, Finance, Financial Services, Securities, Management, Mutual Funds, Risk Assessment, Financial Analysis, Microsoft Excel, PowerPoint, Project Management, Social Media, Marketing, Sales, Siebel, Windows Sharepoint...
Education
Columbia University in the City of New York 2005 — 2009
BA, Sociology
Penn State University 2013 — 2016
Master of Business Administration (MBA)
The Shipley School 2001 — 2005
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities
Vanguard August 2015 - Present
Vanguard October 2012 - August 2015
Vanguard September 2011 - October 2012
Vanguard April 2010 - September 2011
Law Offices of Vincent B. Mancini June 2009 - March 2010
SAP America May 2007 - August 2007
Skills
Data Analysis, Microsoft Office, Lotus Notes, Research, Finance, Financial Services, Securities, Management, Mutual Funds, Risk Assessment, Financial Analysis, Microsoft Excel, PowerPoint, Project Management, Social Media, Marketing, Sales, Siebel, Windows Sharepoint...
Education
Columbia University in the City of New York 2005 — 2009
BA, Sociology
Penn State University 2013 — 2016
Master of Business Administration (MBA)
The Shipley School 2001 — 2005
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities
Peter Gabriel Peter Gabriel's Vanguard Experience 2007 - July 2015
Job Experienced Financial Services Professional
Industry Financial Services
Experience
Vanguard 2007 - July 2015
Vanguard 2005 - 2007
Vanguard 2003 - 2005
Vanguard 1999 - 2003
Vanguard 1997 - 1999
Vanguard September 1996 - 1997
Delaware Investments 1995 - 1996
Skills
Relationship Management, Mutual Funds, Financial Services, Series 6, Series 63, Defined Contribution, Leadership, Investments, Coaching, Team Leadership, Strategy, Leadership Development, Asset Allocation, Process Improvement, Finance, Customer Service, Asset Management, 401k
Education
Creighton University 2012 — 2017
Doctor of Education (Ed.D.), Leadership
Duquesne University 2015 — 2016
Professional Coaching Certification Program
Pennsylvania State University-Great Valley Graduate Center 2000 — 2003
Master of Business Administration (M.B.A.), Business Administration and Management, General
Villanova University 1990 — 1994
Bachelor's Degree, Finance, General
Laurel highlands 1987 — 1990
High School
Vanguard 2007 - July 2015
Vanguard 2005 - 2007
Vanguard 2003 - 2005
Vanguard 1999 - 2003
Vanguard 1997 - 1999
Vanguard September 1996 - 1997
Delaware Investments 1995 - 1996
Skills
Relationship Management, Mutual Funds, Financial Services, Series 6, Series 63, Defined Contribution, Leadership, Investments, Coaching, Team Leadership, Strategy, Leadership Development, Asset Allocation, Process Improvement, Finance, Customer Service, Asset Management, 401k
Education
Creighton University 2012 — 2017
Doctor of Education (Ed.D.), Leadership
Duquesne University 2015 — 2016
Professional Coaching Certification Program
Pennsylvania State University-Great Valley Graduate Center 2000 — 2003
Master of Business Administration (M.B.A.), Business Administration and Management, General
Villanova University 1990 — 1994
Bachelor's Degree, Finance, General
Laurel highlands 1987 — 1990
High School
Clayton E. Corley Jr.'s Vanguard Experience April 2014 - Present
Job Creative Minded, Visionary, Forward Thinking, Business Professional
Industry Financial Services
Experience
Vanguard April 2014 - Present
Spotlight On Jazz and Poetry LLC January 2011 - Present
School District of Philadelphia August 2013 - April 2014
Communities In Schools of Philadelphia, Inc. July 2012 - April 2014
Communities In Schools of Philadelphia, Inc. August 2011 - August 2012
Mercy Philadelphia Hospital May 2007 - June 2011
Albertsons November 2005 - May 2007
Skills
Marketing, Program Development, Social Networking, Social Media, Social Media Marketing, Leadership, Public Relations, Volunteer Management, Event Management, OS X, Nonprofits, Management, Public Speaking, Microsoft Office, WordPress, Google Docs, Mac OS X, Creative Writing, Grant Writing, Research, Adobe Creative Suite, Editing, Fundraising, Blog Marketing, Networking, Mobile Technology, CompTIA A+ Essentials, Blogging Software
Education
Eastern University 2015 — 2017
Master of Business Administration (M.B.A.), Business Administration and Management, General
Temple University - Fox School of Business and Management 2010 — 2012
Bachelor's Degree, Marketing, Management Information Systems
Community College of Philadelphia 2008 — 2010
Associate of Arts (A.A.), Business Administration and Management, General
Morehouse College 2007 — 2008
Business Administration and Management, General
Vanguard April 2014 - Present
Spotlight On Jazz and Poetry LLC January 2011 - Present
School District of Philadelphia August 2013 - April 2014
Communities In Schools of Philadelphia, Inc. July 2012 - April 2014
Communities In Schools of Philadelphia, Inc. August 2011 - August 2012
Mercy Philadelphia Hospital May 2007 - June 2011
Albertsons November 2005 - May 2007
Skills
Marketing, Program Development, Social Networking, Social Media, Social Media Marketing, Leadership, Public Relations, Volunteer Management, Event Management, OS X, Nonprofits, Management, Public Speaking, Microsoft Office, WordPress, Google Docs, Mac OS X, Creative Writing, Grant Writing, Research, Adobe Creative Suite, Editing, Fundraising, Blog Marketing, Networking, Mobile Technology, CompTIA A+ Essentials, Blogging Software
Education
Eastern University 2015 — 2017
Master of Business Administration (M.B.A.), Business Administration and Management, General
Temple University - Fox School of Business and Management 2010 — 2012
Bachelor's Degree, Marketing, Management Information Systems
Community College of Philadelphia 2008 — 2010
Associate of Arts (A.A.), Business Administration and Management, General
Morehouse College 2007 — 2008
Business Administration and Management, General
Svenne Beck-Campbell Svenne Beck-Campbell's Vanguard Experience November 2004 - April 2005
Job Banking Professional/Finance
Industry Banking
Experience
Freelance Actor, Voice Over Talent, and Performing Arts Educator August 2006 - Present
Citizens Bank February 2007 - August 2013
Vanguard November 2004 - April 2005
Cheyney University of Pennsylvania August 2003 - May 2004
Cheyney University of Pennsylvania August 2002 - May 2004
WTXF FOX 29 News September 2003 - December 2003
Skills
Banking, Broadcast Television, Radio Broadcasting, Public Broadcasting, Financial Analysis, On-camera Talent, Talk Radio, Retail Banking, Microsoft Office Suite;..., Achieving Security..., Information Risk..., Universal Banking..., Customer Relationship..., Accounting, Analysis, Investments, Loans, Management, Training, Customer Service, Public Speaking, Event Planning, Microsoft Office, Finance, Leadership, Strategy, Research, Sales, Coaching, Team Building, Community Outreach, Social Networking, Relationship Management, Nonprofits
Education
Cheyney University of Pennsylvania 2002 — 2004
Bachelor's Degree, Communication, General
Community College of Philadelphia 1999 — 2002
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Virginia State University 1996 — 1998
Communication and Media Studies
Freelance Actor, Voice Over Talent, and Performing Arts Educator August 2006 - Present
Citizens Bank February 2007 - August 2013
Vanguard November 2004 - April 2005
Cheyney University of Pennsylvania August 2003 - May 2004
Cheyney University of Pennsylvania August 2002 - May 2004
WTXF FOX 29 News September 2003 - December 2003
Skills
Banking, Broadcast Television, Radio Broadcasting, Public Broadcasting, Financial Analysis, On-camera Talent, Talk Radio, Retail Banking, Microsoft Office Suite;..., Achieving Security..., Information Risk..., Universal Banking..., Customer Relationship..., Accounting, Analysis, Investments, Loans, Management, Training, Customer Service, Public Speaking, Event Planning, Microsoft Office, Finance, Leadership, Strategy, Research, Sales, Coaching, Team Building, Community Outreach, Social Networking, Relationship Management, Nonprofits
Education
Cheyney University of Pennsylvania 2002 — 2004
Bachelor's Degree, Communication, General
Community College of Philadelphia 1999 — 2002
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Virginia State University 1996 — 1998
Communication and Media Studies
Kathryn Miskell's Vanguard Experience August 2010 - January 2014
Job
Industry Financial Services
Experience
CBIZ January 2015 - Present
Innovairre March 2014 - January 2015
Vanguard August 2010 - January 2014
Skills
Policy Analysis, Research, Public Policy, Non-profits, Policy, Editing, Event Planning, Data Analysis, Microsoft Excel, Program Evaluation, Program Development, Microsoft Office, Government, Social Media, Program Management, Strategic Planning, International..., Grant Writing, Outlook, Economics, Public Relations, Qualitative Research, Leadership, PowerPoint, Leadership Development, Management, Nonprofits
Education
University of Wisconsin-Madison 2006 — 2008
Master of International Public Affairs, Business and Governance
Copenhagen Business School 2005 — 2005
Summer Leadership Intensive
Northern Arizona University 2001 — 2005
BA, Humanities/Humanistic Studies
CBIZ January 2015 - Present
Innovairre March 2014 - January 2015
Vanguard August 2010 - January 2014
Skills
Policy Analysis, Research, Public Policy, Non-profits, Policy, Editing, Event Planning, Data Analysis, Microsoft Excel, Program Evaluation, Program Development, Microsoft Office, Government, Social Media, Program Management, Strategic Planning, International..., Grant Writing, Outlook, Economics, Public Relations, Qualitative Research, Leadership, PowerPoint, Leadership Development, Management, Nonprofits
Education
University of Wisconsin-Madison 2006 — 2008
Master of International Public Affairs, Business and Governance
Copenhagen Business School 2005 — 2005
Summer Leadership Intensive
Northern Arizona University 2001 — 2005
BA, Humanities/Humanistic Studies
Orlando Boswell Orlando Boswell's Vanguard Experience February 2012 - March 2012
Job Jr. Auditor at Connolly Healthcare
Industry Hospital & Health Care
Experience
Connolly Healthcare March 2012 - Present
Vanguard February 2012 - March 2012
Apollo Health Street June 2011 - January 2012
Independence Blue Cross October 1996 - April 2009
Skills
Medical Coding, Medical Billing, Icd - 9, CPT, HCPCS, Insurance Verification, Insurance Billing, Accounts Receivable, Claims, Medicare, Billing, Revenue Cycle, ICD-9, Health Insurance, Insurance, Claim, Invoicing, Revenue Cycle Management, Hospitals, HIPAA, Auditing, Leadership, Medicaid
Education
Community College of Philadelphia 2011 — 2011
Accounting
Anthem Institute 2009 — 2010
Certificate, Medical Billing & Coding
Connolly Healthcare March 2012 - Present
Vanguard February 2012 - March 2012
Apollo Health Street June 2011 - January 2012
Independence Blue Cross October 1996 - April 2009
Skills
Medical Coding, Medical Billing, Icd - 9, CPT, HCPCS, Insurance Verification, Insurance Billing, Accounts Receivable, Claims, Medicare, Billing, Revenue Cycle, ICD-9, Health Insurance, Insurance, Claim, Invoicing, Revenue Cycle Management, Hospitals, HIPAA, Auditing, Leadership, Medicaid
Education
Community College of Philadelphia 2011 — 2011
Accounting
Anthem Institute 2009 — 2010
Certificate, Medical Billing & Coding
Steve Visserman, CFP® Steve Visserman, CFP®'s Vanguard Experience December 2013 - Present
Job Manager, Asset Management Services at The Vanguard Group
Industry Financial Services
Experience
Vanguard December 2013 - Present
The Vanguard Group May 2008 - December 2013
The Vanguard Group November 1999 - April 2008
The Vanguard Group 1999 - 2008
atWork Office Furniture March 1992 - August 1999
Lovers Office Furniture November 1988 - March 1992
Northern Trust May 1987 - November 1988
Skills
Series 7, Investments, Strategic Financial..., Series 63, Series 24, Financial Planners, Series 65, Investment Advisory, High Net Worth..., FINRA, Management, Mutual Funds, Retirement, Financial Advisory, Financial Services, Asset Management, Retirement Planning, Wealth Management, Certified Financial...
Education
Saint Joseph's University 2006 — 2008
MBA, In Progress
Queens University of Charlotte 2001 — 2002
CFP Curriculum, Financial Planning
Cornerstone University 1983 — 1987
BS, Business Administration/Accounting
Wheaton College 1981 — 1985
Wheaton Academy 1976 — 1984
Grace College & Seminary 1981 — 1982
Wheaton Academy (Christian High School) 1977 — 1981
GED
Wheaton Christian High School 1977 — 1981
Wheaton Christian High School 1977 — 1981
High School Diploma
Vanguard December 2013 - Present
The Vanguard Group May 2008 - December 2013
The Vanguard Group November 1999 - April 2008
The Vanguard Group 1999 - 2008
atWork Office Furniture March 1992 - August 1999
Lovers Office Furniture November 1988 - March 1992
Northern Trust May 1987 - November 1988
Skills
Series 7, Investments, Strategic Financial..., Series 63, Series 24, Financial Planners, Series 65, Investment Advisory, High Net Worth..., FINRA, Management, Mutual Funds, Retirement, Financial Advisory, Financial Services, Asset Management, Retirement Planning, Wealth Management, Certified Financial...
Education
Saint Joseph's University 2006 — 2008
MBA, In Progress
Queens University of Charlotte 2001 — 2002
CFP Curriculum, Financial Planning
Cornerstone University 1983 — 1987
BS, Business Administration/Accounting
Wheaton College 1981 — 1985
Wheaton Academy 1976 — 1984
Grace College & Seminary 1981 — 1982
Wheaton Academy (Christian High School) 1977 — 1981
GED
Wheaton Christian High School 1977 — 1981
Wheaton Christian High School 1977 — 1981
High School Diploma
Steve Varner's Vanguard Experience January 2012 - Present
Job Windows Systems Engineer at Vanguard
Industry Information Technology and Services
Experience
Vanguard January 2012 - Present
Officer Down Memorial Page January 2003 - Present
Valley of the Sun United Way October 2001 - June 2014
The Vanguard Group February 1996 - December 2011
Vanguard Investments Australia August 2010 - October 2011
US Air Force July 1978 - July 1995
Skills
Research, Program Evaluation, Oversight, Project Management, Process Improvement, Project Planning, Team Leadership, Microsoft Office, Analysis, Program Management, Microsoft Excel, Integration, Software Documentation, Customer Service, Business Analysis, Management, Coaching, Training, Team Building, Data Analysis, Strategic Planning, Windows, Change Management, Policy, Data Center, Lotus Notes
Education
University of Phoenix 1997 — 1999
MBA, Business
Wayland Baptist University 1991 — 1995
BS, Business
Community College of the Air Force 1978 — 1991
Associate, Avionics
Vanguard January 2012 - Present
Officer Down Memorial Page January 2003 - Present
Valley of the Sun United Way October 2001 - June 2014
The Vanguard Group February 1996 - December 2011
Vanguard Investments Australia August 2010 - October 2011
US Air Force July 1978 - July 1995
Skills
Research, Program Evaluation, Oversight, Project Management, Process Improvement, Project Planning, Team Leadership, Microsoft Office, Analysis, Program Management, Microsoft Excel, Integration, Software Documentation, Customer Service, Business Analysis, Management, Coaching, Training, Team Building, Data Analysis, Strategic Planning, Windows, Change Management, Policy, Data Center, Lotus Notes
Education
University of Phoenix 1997 — 1999
MBA, Business
Wayland Baptist University 1991 — 1995
BS, Business
Community College of the Air Force 1978 — 1991
Associate, Avionics
Christine Coffin Christine Coffin's Vanguard Experience November 2010 - July 2012
Job Realtor/Sales Agent at Andrew Mitchell & Co
Industry Financial Services
Experience
Andrew Mitchell & Co March 2015 - Present
William Raveis Real Estate October 2013 - March 2015
Vanguard November 2010 - July 2012
Vanguard June 2008 - November 2010
Vanguard October 2007 - June 2008
Hyland Financial Services February 1998 - March 2005
A. Webster Dougherty, Philadelphia, PA February 1990 - January 1994
Skills
Series 7, Series 63, Mutual Funds, ETFs, Series 24, Investments, Asset Managment, FINRA, Series 6, Securities, Investment Advisory, Fixed Income, Bonds, Bloomberg, Equities, Compliance, Retirement Planning, Asset Management
Education
Mt Holyoke College 1980 — 1984
Bachelor of Arts (B.A.), International Relations/Spanish
Dartmouth College 1982 — 1982
Hamilton College 1982 — 1982
Semester in Madrid, Spain
Andrew Mitchell & Co March 2015 - Present
William Raveis Real Estate October 2013 - March 2015
Vanguard November 2010 - July 2012
Vanguard June 2008 - November 2010
Vanguard October 2007 - June 2008
Hyland Financial Services February 1998 - March 2005
A. Webster Dougherty, Philadelphia, PA February 1990 - January 1994
Skills
Series 7, Series 63, Mutual Funds, ETFs, Series 24, Investments, Asset Managment, FINRA, Series 6, Securities, Investment Advisory, Fixed Income, Bonds, Bloomberg, Equities, Compliance, Retirement Planning, Asset Management
Education
Mt Holyoke College 1980 — 1984
Bachelor of Arts (B.A.), International Relations/Spanish
Dartmouth College 1982 — 1982
Hamilton College 1982 — 1982
Semester in Madrid, Spain
Marc Gunn's Vanguard Experience April 2012 - February 2013
Job Lead Software Engineer at Rubicon Project
Industry Computer Software
Experience
Rubicon Project November 2014 - Present
iSocket (acquired by Rubicon Project) January 2014 - November 2014
iSocket February 2013 - January 2014
Vanguard April 2012 - February 2013
Rutgers University September 2010 - December 2010
Skills
Java, Git, JavaScript, Node.js, MySQL, Linux, Windows, Spring, Catering, Eclipse, Unix, ElasticSearch
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2012
Bachelor of Science, Computer Science
Cumberland County College 2007 — 2009
Associate of Science, Computer Science
Rubicon Project November 2014 - Present
iSocket (acquired by Rubicon Project) January 2014 - November 2014
iSocket February 2013 - January 2014
Vanguard April 2012 - February 2013
Rutgers University September 2010 - December 2010
Skills
Java, Git, JavaScript, Node.js, MySQL, Linux, Windows, Spring, Catering, Eclipse, Unix, ElasticSearch
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2012
Bachelor of Science, Computer Science
Cumberland County College 2007 — 2009
Associate of Science, Computer Science
Rali Vatkovska Rali Vatkovska's Vanguard Experience August 2014 - Present
Job Portfolio Implementation Associate
Industry Financial Services
Experience
Vanguard August 2014 - Present
Bank of America April 2010 - July 2012
Skills
Auditing, Financial Reporting, Accounting, Deposits, Financial Statements, QuickBooks, GAAP, General Ledger, Analysis, Cash Management, Journal Entries, Cost Accounting, Banking, Financial Services, Cash Flow, Internal Controls, Account Reconciliation, Variance Analysis, Bank Reconciliation, Accruals, Balance, Microsoft Office, Customer Service, Finance
Education
University of Veliko Turnovo, Bulgaria 2002 — 2006
Bachelor, Accounting
Community College of Philadelphia 2010 — 2013
Accounting
Vanguard August 2014 - Present
Bank of America April 2010 - July 2012
Skills
Auditing, Financial Reporting, Accounting, Deposits, Financial Statements, QuickBooks, GAAP, General Ledger, Analysis, Cash Management, Journal Entries, Cost Accounting, Banking, Financial Services, Cash Flow, Internal Controls, Account Reconciliation, Variance Analysis, Bank Reconciliation, Accruals, Balance, Microsoft Office, Customer Service, Finance
Education
University of Veliko Turnovo, Bulgaria 2002 — 2006
Bachelor, Accounting
Community College of Philadelphia 2010 — 2013
Accounting
Gary Henman Gary Henman's Vanguard Experience September 2013 - Present
Job Client Service Specialist at Vanguard
Industry Financial Services
Experience
Vanguard September 2013 - Present
TIAA-CREF June 2011 - December 2012
Bank of America October 2009 - June 2011
Ameriprise Financial Services, Inc. July 2001 - September 2009
H&R Block September 2001 - April 2009
Skills
Series 7, 63, and 65, Life and Health..., North Carolina Notary..., Small Business, Leadership, Notary Public, Strategic Financial..., Investments
Education
Columbia University in the City of New York 1981 — 1986
Economics
Vanguard September 2013 - Present
TIAA-CREF June 2011 - December 2012
Bank of America October 2009 - June 2011
Ameriprise Financial Services, Inc. July 2001 - September 2009
H&R Block September 2001 - April 2009
Skills
Series 7, 63, and 65, Life and Health..., North Carolina Notary..., Small Business, Leadership, Notary Public, Strategic Financial..., Investments
Education
Columbia University in the City of New York 1981 — 1986
Economics
Jacob Childs's Vanguard Experience March 2015 - Present
Job Fund Financial Analyst at Vanguard
Industry Financial Services
Experience
Vanguard March 2015 - Present
Vanguard March 2013 - March 2015
Vanguard March 2012 - March 2013
Skills
Financial Analysis, Financial Services, 401k, Financial Reporting, Investments, Microsoft Excel, Mutual Funds, Data Analysis, Process Improvement, Microsoft Office, Leadership, Finance, Research, Access, Customer Service, Microsoft Word, PowerPoint
Education
Covenant College 2003 — 2007
Business
Vanguard March 2015 - Present
Vanguard March 2013 - March 2015
Vanguard March 2012 - March 2013
Skills
Financial Analysis, Financial Services, 401k, Financial Reporting, Investments, Microsoft Excel, Mutual Funds, Data Analysis, Process Improvement, Microsoft Office, Leadership, Finance, Research, Access, Customer Service, Microsoft Word, PowerPoint
Education
Covenant College 2003 — 2007
Business
Chris Edmonds Chris Edmonds's Vanguard Experience June 2012 - October 2012
Job Senior Consultant at Booz Allen Hamilton
Industry Management Consulting
Experience
Booz Allen Hamilton July 2014 - Present
Booz Allen Hamilton November 2012 - June 2014
Compass DC October 2013 - May 2014
Vanguard June 2012 - October 2012
Vanguard October 2011 - June 2012
Williams College June 2010 - August 2010
Skills
Investments, Asset Allocation, Ruby on Rails, Mutual Funds, Equities, JavaScript, Series 63, Series 6, Retirement Planning, Wealth Management, Full-Stack Web...
Education
Columbia University in the City of New York 2015 — 2015
Graduate Foundations Program, Computer Science
Williams College 2007 — 2011
B.A., History
Westtown School
Booz Allen Hamilton July 2014 - Present
Booz Allen Hamilton November 2012 - June 2014
Compass DC October 2013 - May 2014
Vanguard June 2012 - October 2012
Vanguard October 2011 - June 2012
Williams College June 2010 - August 2010
Skills
Investments, Asset Allocation, Ruby on Rails, Mutual Funds, Equities, JavaScript, Series 63, Series 6, Retirement Planning, Wealth Management, Full-Stack Web...
Education
Columbia University in the City of New York 2015 — 2015
Graduate Foundations Program, Computer Science
Williams College 2007 — 2011
B.A., History
Westtown School
Matthew Jabinsky Matthew Jabinsky's Vanguard Experience August 2003 - November 2005
Job Senior Recruiter Talent Acquisition, Financial Products at Bloomberg
Industry Financial Services
Experience
Bloomberg LP October 2014 - Present
Sheffield Haworth February 2010 - October 2014
Broadreach Group January 2007 - February 2010
Solomon Page Group November 2005 - December 2006
Vanguard August 2003 - November 2005
Skills
Asset Management, Hedge Funds, Portfolio Management, Alternative Investments, Private Equity, Executive Search, Executive Management, Financial Services, Fixed Income, Asset Managment, Capital Markets, Derivatives, Investments, Recruiting, Investment Banking, Equities, Strategy, Venture Capital, Emerging Markets, Finance
Education
Cornell University 1999 — 2003
Bachelors of Science, Applied Economics and Management
Bloomberg LP October 2014 - Present
Sheffield Haworth February 2010 - October 2014
Broadreach Group January 2007 - February 2010
Solomon Page Group November 2005 - December 2006
Vanguard August 2003 - November 2005
Skills
Asset Management, Hedge Funds, Portfolio Management, Alternative Investments, Private Equity, Executive Search, Executive Management, Financial Services, Fixed Income, Asset Managment, Capital Markets, Derivatives, Investments, Recruiting, Investment Banking, Equities, Strategy, Venture Capital, Emerging Markets, Finance
Education
Cornell University 1999 — 2003
Bachelors of Science, Applied Economics and Management
Evan Fitzpatrick Evan Fitzpatrick's Vanguard Experience May 2015 - Present
Job Project Lead at Vanguard
Industry Financial Services
Experience
Vanguard May 2015 - Present
Vanguard August 2013 - May 2015
Vanguard April 2012 - July 2013
Skills
Microsoft Office, Microsoft Project, Training, Financial Services, Finance, Project Management, Microsoft Excel, Process Improvement, Customer Service, PowerPoint, Microsoft Word
Education
Dartmouth College 1999 — 2003
B.A. Psychology, Psychology
Dartmouth College
Bachelor's degree, Psychology
Vanguard May 2015 - Present
Vanguard August 2013 - May 2015
Vanguard April 2012 - July 2013
Skills
Microsoft Office, Microsoft Project, Training, Financial Services, Finance, Project Management, Microsoft Excel, Process Improvement, Customer Service, PowerPoint, Microsoft Word
Education
Dartmouth College 1999 — 2003
B.A. Psychology, Psychology
Dartmouth College
Bachelor's degree, Psychology
Jessica DelGiorno Jessica DelGiorno's Vanguard Experience April 2012 - August 2013
Job Human Resources Manager at American Express
Industry Human Resources
Experience
American Express August 2015 - Present
American Express June 2014 - August 2014
Vanguard April 2012 - August 2013
Vanguard August 2011 - March 2012
Vanguard October 2009 - August 2011
Vanguard August 2008 - October 2009
Education
Cornell University 2013 — 2015
Masters, Industrial and Labor Relations
University of Arizona 2005 — 2008
Bachelor of Arts, Psychology, English, General Business Administration
Xavier College Preparatory
American Express August 2015 - Present
American Express June 2014 - August 2014
Vanguard April 2012 - August 2013
Vanguard August 2011 - March 2012
Vanguard October 2009 - August 2011
Vanguard August 2008 - October 2009
Education
Cornell University 2013 — 2015
Masters, Industrial and Labor Relations
University of Arizona 2005 — 2008
Bachelor of Arts, Psychology, English, General Business Administration
Xavier College Preparatory
Mike Padilla Mike Padilla's Vanguard Experience April 2009 - Present
Job Senior Manager Digital Strategy at The Vanguard Group
Industry Internet
Experience
Vanguard April 2009 - Present
Vanguard September 2007 - March 2009
Radian Guaranty April 2002 - August 2007
Destiny WebSolutions August 1999 - December 2001
Skills
Information Architecture, SEO, User Experience, Information Design, A/B testing, User Interface Design, Mobile Design, Multivariate Testing, Data Visualization, User Experience Design, Usability Testing, User-centered Design, Web Applications, User Interface, Mobile Applications, Web Strategy, Mobile Devices, Visual Design, Usability
Education
Cornell University 1992 — 1996
BS, Mechanical Engineering (Ergonomics)
Vanguard April 2009 - Present
Vanguard September 2007 - March 2009
Radian Guaranty April 2002 - August 2007
Destiny WebSolutions August 1999 - December 2001
Skills
Information Architecture, SEO, User Experience, Information Design, A/B testing, User Interface Design, Mobile Design, Multivariate Testing, Data Visualization, User Experience Design, Usability Testing, User-centered Design, Web Applications, User Interface, Mobile Applications, Web Strategy, Mobile Devices, Visual Design, Usability
Education
Cornell University 1992 — 1996
BS, Mechanical Engineering (Ergonomics)
Anastasia Smith's Vanguard Experience September 2013 - July 2015
Job Project Manager at J.P. Morgan Chase
Industry Financial Services
Experience
J.P. Morgan July 2015 - Present
Vanguard September 2013 - July 2015
Market Street Trust Company July 2010 - September 2013
Market Street Trust Company March 2007 - July 2010
Skills
Microsoft Excel, Microsoft Word, Market Research, Data Analysis, Microsoft Office, Project Management, Financial Reporting, Accounting, Event Planning, Access, Process Improvement, QuickBooks, Accounts Receivable, Investments, Due Diligence, Cash Flow, Accounts Payable, Financial Accounting, Account Reconciliation, General Ledger, Economics, Portfolio Management, Research, Pivot Tables, Bloomberg Terminal, Tax Accounting, Bloomberg, Accruals, Mutual Funds, Asset Allocation, Balance Sheet, High Net Worth...
Education
Elmira College 2007 — 2010
Bachelor of Science, Accounting
Corning Community College 2001 — 2003
Associate's degree, Business Administration and Management, General
J.P. Morgan July 2015 - Present
Vanguard September 2013 - July 2015
Market Street Trust Company July 2010 - September 2013
Market Street Trust Company March 2007 - July 2010
Skills
Microsoft Excel, Microsoft Word, Market Research, Data Analysis, Microsoft Office, Project Management, Financial Reporting, Accounting, Event Planning, Access, Process Improvement, QuickBooks, Accounts Receivable, Investments, Due Diligence, Cash Flow, Accounts Payable, Financial Accounting, Account Reconciliation, General Ledger, Economics, Portfolio Management, Research, Pivot Tables, Bloomberg Terminal, Tax Accounting, Bloomberg, Accruals, Mutual Funds, Asset Allocation, Balance Sheet, High Net Worth...
Education
Elmira College 2007 — 2010
Bachelor of Science, Accounting
Corning Community College 2001 — 2003
Associate's degree, Business Administration and Management, General
Avery Kellam Avery Kellam's Vanguard Experience July 2014 - Present
Job Information Systems Engineer at Vanguard
Industry Information Technology and Services
Experience
ITT Technical Institute July 2015 - Present
Vanguard July 2014 - Present
Vanguard February 2013 - July 2014
NextGen Healthcare Information Systems March 2012 - February 2013
IT Pros - Philadelphia August 2012 - January 2013
De Lage Landen January 2012 - March 2012
Prudential Insurance April 2011 - January 2012
MedRisk, Inc. February 2011 - April 2011
Hartford Steam Boiler September 2010 - January 2011
Barroway Topaz Kessler Meltzer & Check LLP July 2010 - August 2010
Skills
Analysis, Leadership, Management, Research, Technical Support, Project Management, Troubleshooting, System Administration, Windows Server, Help Desk Support, Active Directory, VMware, Information Technology, Customer Service, Microsoft Office, Process Improvement, Network Administration, Ghost Imaging, Data Center, Virtualization, NetBackup, Citrix, SharePoint, File Servers
Education
Keller Graduate School of Management of DeVry University 2014 — 2017
Master of Business Administration (M.B.A.), Information Systems Management
Keller Graduate School of Management of DeVry University 2014 — 2017
Master of Information Systems Management, Network Management
Penn State University 2007 — 2010
Bachelor's of Arts, Telecommunications
George Washington Carver High School of Engineering and Science 2003 — 2007
HS Diploma, General Studies
Community College of Philadelphia 2006 — 2006
Associate's degree, Liberal Arts and Sciences/Liberal Studies
ITT Technical Institute July 2015 - Present
Vanguard July 2014 - Present
Vanguard February 2013 - July 2014
NextGen Healthcare Information Systems March 2012 - February 2013
IT Pros - Philadelphia August 2012 - January 2013
De Lage Landen January 2012 - March 2012
Prudential Insurance April 2011 - January 2012
MedRisk, Inc. February 2011 - April 2011
Hartford Steam Boiler September 2010 - January 2011
Barroway Topaz Kessler Meltzer & Check LLP July 2010 - August 2010
Skills
Analysis, Leadership, Management, Research, Technical Support, Project Management, Troubleshooting, System Administration, Windows Server, Help Desk Support, Active Directory, VMware, Information Technology, Customer Service, Microsoft Office, Process Improvement, Network Administration, Ghost Imaging, Data Center, Virtualization, NetBackup, Citrix, SharePoint, File Servers
Education
Keller Graduate School of Management of DeVry University 2014 — 2017
Master of Business Administration (M.B.A.), Information Systems Management
Keller Graduate School of Management of DeVry University 2014 — 2017
Master of Information Systems Management, Network Management
Penn State University 2007 — 2010
Bachelor's of Arts, Telecommunications
George Washington Carver High School of Engineering and Science 2003 — 2007
HS Diploma, General Studies
Community College of Philadelphia 2006 — 2006
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Nathan G Nathan G's Vanguard Experience May 2015 - Present
Job Margin Desk
Industry Financial Services
Experience
Vanguard May 2015 - Present
Vanguard October 2013 - May 2015
Vanguard May 2013 - October 2013
Financial Design Group January 2013 - May 2013
Self Employed December 2009 - December 2012
Skills
Finance, Portfolio Management, Investments, Strategic Financial..., FINRA, Series 63, Series 7, Mutual Funds, Bloomberg, Equities, Team Building, Financial Services, Securities, Leadership
Education
Southern Illinois University, Carbondale 2005 — 2008
Bachelor of Science (BS), Finance, Investments
Danville Area Community College 2003 — 2005
Vanguard May 2015 - Present
Vanguard October 2013 - May 2015
Vanguard May 2013 - October 2013
Financial Design Group January 2013 - May 2013
Self Employed December 2009 - December 2012
Skills
Finance, Portfolio Management, Investments, Strategic Financial..., FINRA, Series 63, Series 7, Mutual Funds, Bloomberg, Equities, Team Building, Financial Services, Securities, Leadership
Education
Southern Illinois University, Carbondale 2005 — 2008
Bachelor of Science (BS), Finance, Investments
Danville Area Community College 2003 — 2005
Christine (Mandell) Abely Christine (Mandell) Abely's Vanguard Experience January 2006 - March 2006
Job Associate at Hinshaw & Culbertson LLP
Industry Law Practice
Experience
Hinshaw & Culbertson LLP June 2014 - Present
Smith & Brink, P.C. June 2013 - May 2014
Goodwin Procter LLP October 2010 - March 2013
Greater Boston Legal Services June 2008 - July 2008
Vanguard January 2006 - March 2006
Skills
Civil Litigation, Criminal Law
Education
University of Virginia School of Law 2007 — 2010
Doctor of Law (J.D.)
Dartmouth College 2003 — 2007
Bachelor of Arts (B.A.), Economics and French Studies
Hinshaw & Culbertson LLP June 2014 - Present
Smith & Brink, P.C. June 2013 - May 2014
Goodwin Procter LLP October 2010 - March 2013
Greater Boston Legal Services June 2008 - July 2008
Vanguard January 2006 - March 2006
Skills
Civil Litigation, Criminal Law
Education
University of Virginia School of Law 2007 — 2010
Doctor of Law (J.D.)
Dartmouth College 2003 — 2007
Bachelor of Arts (B.A.), Economics and French Studies
Victor Regalado Victor Regalado's Vanguard Experience February 2011 - Present
Job Client Relationship Associate at Vanguard
Industry Financial Services
Experience
Vanguard February 2011 - Present
Vanguard October 2009 - February 2011
Vanguard January 2008 - October 2009
Enterprise Rent-A-Car January 2007 - January 2008
Skills
Series 7, Series 63, Sales, Business Process..., Problem Solving, Procedure Development, Microsoft Office, ACATS transfer, DTC transfers
Education
San Diego State University-California State University 2005 — 2007
Bachelor of Science (B.S.), Business Administration and Management, General
Cuyamaca College 2003 — 2005
Associate of Science (A.S.), Business Administration and Management, General
Vanguard February 2011 - Present
Vanguard October 2009 - February 2011
Vanguard January 2008 - October 2009
Enterprise Rent-A-Car January 2007 - January 2008
Skills
Series 7, Series 63, Sales, Business Process..., Problem Solving, Procedure Development, Microsoft Office, ACATS transfer, DTC transfers
Education
San Diego State University-California State University 2005 — 2007
Bachelor of Science (B.S.), Business Administration and Management, General
Cuyamaca College 2003 — 2005
Associate of Science (A.S.), Business Administration and Management, General
Tim Dumas's Vanguard Experience 2006 - 2008
Job Operations Manager at Audigy Group
Industry Management Consulting
Experience
Audigy Group January 2013 - Present
Enterprise Rent-A-Car 2008 - 2013
Vanguard 2006 - 2008
Skills
Team Building, Sales Management, Operations Management, Key Performance..., Operational Planning, Customer Service, Profit, Forecasting, Coaching, Training, Supply Chain, Sales, Marketing Strategy
Education
Dakota Wesleyan University 2003 — 2006
Bachelor of Science (BS), Business Administration and Management, General
Pacific University 2001 — 2002
Audigy Group January 2013 - Present
Enterprise Rent-A-Car 2008 - 2013
Vanguard 2006 - 2008
Skills
Team Building, Sales Management, Operations Management, Key Performance..., Operational Planning, Customer Service, Profit, Forecasting, Coaching, Training, Supply Chain, Sales, Marketing Strategy
Education
Dakota Wesleyan University 2003 — 2006
Bachelor of Science (BS), Business Administration and Management, General
Pacific University 2001 — 2002
Jan Dominik Kargulewicz's Vanguard Experience May 2015 - Present
Job Project Manager at Vanguard
Industry Financial Services
Experience
Vanguard May 2015 - Present
Vanguard October 2013 - Present
Vanguard July 2012 - October 2013
Martech Medical Products May 2010 - September 2010
Montgomery County Community College January 2008 - May 2009
Skills
Microsoft Office, Process Improvement, Strategic Planning, Microsoft Excel, Public Speaking, Access, Research, Data Analysis, Statistics, Project Management, Customer Service, Strategy, Volunteer Management, Qualitative Research, Analytics, Analysis, CRM, Financial Analysis
Education
Columbia University in the City of New York 2009 — 2012
B.A., Sociology
Montgomery County Community College 2007 — 2009
A.A.
Vanguard May 2015 - Present
Vanguard October 2013 - Present
Vanguard July 2012 - October 2013
Martech Medical Products May 2010 - September 2010
Montgomery County Community College January 2008 - May 2009
Skills
Microsoft Office, Process Improvement, Strategic Planning, Microsoft Excel, Public Speaking, Access, Research, Data Analysis, Statistics, Project Management, Customer Service, Strategy, Volunteer Management, Qualitative Research, Analytics, Analysis, CRM, Financial Analysis
Education
Columbia University in the City of New York 2009 — 2012
B.A., Sociology
Montgomery County Community College 2007 — 2009
A.A.
Maureen Corcoran Maureen Corcoran's Vanguard Experience February 2013 - Present
Job Product Manager at Vanguard
Industry Financial Services
Experience
Vanguard February 2013 - Present
Vanguard 2006 - 2013
Vanguard 2000 - 2006
Skills
Mutual Funds, 401k, Non-profit..., Relationship Management, Project Management, Series 7, Series 6, Series 63, Series 24, Asset Management, Financial Services, Portfolio Management, Management
Education
Concordia College-New York 1990 — 1994
Bachelor of Science (BS), Business Adminstration
Vanguard February 2013 - Present
Vanguard 2006 - 2013
Vanguard 2000 - 2006
Skills
Mutual Funds, 401k, Non-profit..., Relationship Management, Project Management, Series 7, Series 6, Series 63, Series 24, Asset Management, Financial Services, Portfolio Management, Management
Education
Concordia College-New York 1990 — 1994
Bachelor of Science (BS), Business Adminstration
Abraham Ayii Abraham Ayii's Vanguard Experience July 2007 - August 2010
Job Accountant at Genesis10
Industry Management Consulting
Experience
Genesis HealthCare December 2012 - Present
JPMorgan Chase October 2012 - December 2012
Vanguard July 2007 - August 2010
Ambassador Advisor's LLC April 2006 - June 2007
Commerce Bank May 2005 - August 2005
Skills
•Accounting Operations..., •Accounts Payable /..., •Client Relationship..., •Financial Analysis /..., •Project Coordination..., •Excellence..., •Flexible and work..., •Budgeting/Forecasting, Management, Analysis, Financial Analysis, Leadership, Financial Accounting, Microsoft Word, Accounting, Accounts Payable, Project Management, Auditing, Business Strategy, Microsoft Excel, Outlook, Managerial Finance, Tax, Process Improvement, Payroll, Risk Management, Banking
Education
Wilmington University, Delaware USA 2009 — 2011
MBA) Master, Business Administration, 3.5
Cornerstone University 2002 — 2006
Bachelor of Business Administration, Accounting
Genesis HealthCare December 2012 - Present
JPMorgan Chase October 2012 - December 2012
Vanguard July 2007 - August 2010
Ambassador Advisor's LLC April 2006 - June 2007
Commerce Bank May 2005 - August 2005
Skills
•Accounting Operations..., •Accounts Payable /..., •Client Relationship..., •Financial Analysis /..., •Project Coordination..., •Excellence..., •Flexible and work..., •Budgeting/Forecasting, Management, Analysis, Financial Analysis, Leadership, Financial Accounting, Microsoft Word, Accounting, Accounts Payable, Project Management, Auditing, Business Strategy, Microsoft Excel, Outlook, Managerial Finance, Tax, Process Improvement, Payroll, Risk Management, Banking
Education
Wilmington University, Delaware USA 2009 — 2011
MBA) Master, Business Administration, 3.5
Cornerstone University 2002 — 2006
Bachelor of Business Administration, Accounting
Evan Wells, CAIA Evan Wells, CAIA's Vanguard Experience May 2011 - January 2015
Job Senior Investment Specialist
Industry Investment Management
Experience
Vanguard May 2011 - January 2015
Project Consulting January 2010 - March 2011
Liberty Commercial July 2007 - January 2010
Skills
Investments, Compliance, Policy Analysis, Licensing, Capital Markets, Cross-functional Team..., Bloomberg, Bloomberg Terminal, Portfolio Management, Securities, Series 7, Investment Management, Mutual Funds, Fixed Income, ETFs, Series 63, Asset Allocation, Finance, Financial Services, Financial Analysis, Asset Management, Equities, Investment Strategies, Retirement Planning, Alternative Investments, Retirement
Education
Cornell University 2001 — 2006
BA, Government Policy
Cornell University
Vanguard May 2011 - January 2015
Project Consulting January 2010 - March 2011
Liberty Commercial July 2007 - January 2010
Skills
Investments, Compliance, Policy Analysis, Licensing, Capital Markets, Cross-functional Team..., Bloomberg, Bloomberg Terminal, Portfolio Management, Securities, Series 7, Investment Management, Mutual Funds, Fixed Income, ETFs, Series 63, Asset Allocation, Finance, Financial Services, Financial Analysis, Asset Management, Equities, Investment Strategies, Retirement Planning, Alternative Investments, Retirement
Education
Cornell University 2001 — 2006
BA, Government Policy
Cornell University
Julie Lopez Julie Lopez's Vanguard Experience February 2000 - June 2004
Job Instructional Technology Specialist at Montgomery County Community College
Industry Higher Education
Experience
Montgomery County Community College October 2005 - Present
Vanguard February 2000 - June 2004
Ferguson Enterprises August 1993 - October 1999
VSE Corporation January 1987 - October 1990
Skills
Instructional Design, E-Learning, Instructor-led Training, Distance Learning, Adult Education, Camtasia, Instructional Technology, SnagIt, Higher Education, Educational Technology, Curriculum Design, Staff Development, ADDIE, Academia, Classroom, College Teaching, Community Outreach, Courses, Editing, Educational Consulting, Employee Training, Faculty Development, Grant Writing, Nonprofits, Technical Writing, Teaching Adults, Teaching, Teacher Training, Technology Integration, Training
Education
D'Youville College 1984 — 1986
Bachelor's degree, Management Information Systems, General
Corning Community College 1982 — 1984
Associate's degree, General Studies
Montgomery County Community College October 2005 - Present
Vanguard February 2000 - June 2004
Ferguson Enterprises August 1993 - October 1999
VSE Corporation January 1987 - October 1990
Skills
Instructional Design, E-Learning, Instructor-led Training, Distance Learning, Adult Education, Camtasia, Instructional Technology, SnagIt, Higher Education, Educational Technology, Curriculum Design, Staff Development, ADDIE, Academia, Classroom, College Teaching, Community Outreach, Courses, Editing, Educational Consulting, Employee Training, Faculty Development, Grant Writing, Nonprofits, Technical Writing, Teaching Adults, Teaching, Teacher Training, Technology Integration, Training
Education
D'Youville College 1984 — 1986
Bachelor's degree, Management Information Systems, General
Corning Community College 1982 — 1984
Associate's degree, General Studies
Bert Dalby Bert Dalby's Vanguard Experience May 1995 - Present
Job Principal at Vanguard
Industry Financial Services
Experience
Vanguard May 1995 - Present
SEI Investments March 1992 - May 1995
Procter & Gamble August 1987 - March 1992
U.S.Navy May 1981 - August 1987
Skills
Mutual Funds, Investments, Series 7, Series 63, Asset Managment, ETFs, Wealth Management, Financial Services, Asset Allocation, Portfolio Management, Equities, Retirement Planning, Investment Management, Strategic Financial..., Investment Strategies, Retirement, 401k
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA, Marketing and Finance
Cornell University 1977 — 1981
B.S., Business
Vanguard May 1995 - Present
SEI Investments March 1992 - May 1995
Procter & Gamble August 1987 - March 1992
U.S.Navy May 1981 - August 1987
Skills
Mutual Funds, Investments, Series 7, Series 63, Asset Managment, ETFs, Wealth Management, Financial Services, Asset Allocation, Portfolio Management, Equities, Retirement Planning, Investment Management, Strategic Financial..., Investment Strategies, Retirement, 401k
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA, Marketing and Finance
Cornell University 1977 — 1981
B.S., Business
Lex Smith Lex Smith's Vanguard Experience November 2012 - Present
Job Associate Counsel at Vanguard
Industry Investment Management
Experience
Vanguard November 2012 - Present
Stradley Ronon September 2008 - October 2012
JPMorgan Chase January 2000 - August 2005
Maxim Group July 1999 - January 2000
Skills
Securities Regulation, Investments
Education
Temple University - James E. Beasley School of Law 2005 — 2008
JD
Cornell University 1995 — 1999
B.S.
Vanguard November 2012 - Present
Stradley Ronon September 2008 - October 2012
JPMorgan Chase January 2000 - August 2005
Maxim Group July 1999 - January 2000
Skills
Securities Regulation, Investments
Education
Temple University - James E. Beasley School of Law 2005 — 2008
JD
Cornell University 1995 — 1999
B.S.
Dennis Mooney Dennis Mooney's Vanguard Experience January 2013 - Present
Job Team Lead Information Security Analyst at Vanguard
Industry Information Technology and Services
Experience
Vanguard January 2013 - Present
Vanguard November 2011 - Present
Allied Barton Security Services August 2010 - October 2011
LDiscovery July 2011 - September 2011
Willow Grove and Middletown PA Air Bases November 2006 - December 2009
Willow Grove Air Base February 2006 - November 2006
Skills
Troubleshooting, Security, Customer Service, Windows 7, Training, GCIH, Mobile Phone Seizure..., Active Directory, XP, Testing, Computer Hardware, Technical Support, SharePoint, Web Development, Risk Assessment, Information Security, Microsoft Office, Network Security
Education
Community College of Philadelphia 2010 — 2012
A.S; degree, Computer Forensics; Computer
Vanguard January 2013 - Present
Vanguard November 2011 - Present
Allied Barton Security Services August 2010 - October 2011
LDiscovery July 2011 - September 2011
Willow Grove and Middletown PA Air Bases November 2006 - December 2009
Willow Grove Air Base February 2006 - November 2006
Skills
Troubleshooting, Security, Customer Service, Windows 7, Training, GCIH, Mobile Phone Seizure..., Active Directory, XP, Testing, Computer Hardware, Technical Support, SharePoint, Web Development, Risk Assessment, Information Security, Microsoft Office, Network Security
Education
Community College of Philadelphia 2010 — 2012
A.S; degree, Computer Forensics; Computer
Marjorie Bartell's Vanguard Experience June 2015 - Present
Job Software Developer at Vanguard
Industry Computer Software
Experience
Vanguard June 2015 - Present
Vanguard Group with Randstad April 2014 - June 2015
Drexel University Department of Computer Science October 2012 - March 2014
Vanguard Group with Randstad April 2013 - September 2013
Pandora's Mighty Soldiers January 2007 - June 2010
Direct TV, Championship Gaming Series June 2007 - October 2008
Skills
Java, Python, Windows, Linux, Programming, Computer Hardware, Software Development, Visual Studio, NetBeans, Object Oriented Design, MVC, Web Development, Troubleshooting, Video Games, HTML, Guitar, Singing, JavaScript, Bash, SQL, Eclipse, Subversion, XML, User Interface Design, JUnit, XHTML, OOP, Agile Methodologies, Software Engineering, Marketing
Education
Drexel University 2012 — 2015
Bachelor of Science (B.S.), Software Engineering, 3.5
Community College of Philadelphia 2010 — 2012
Associate of Science (A.S.), Computer Science, 3.4
Vanguard June 2015 - Present
Vanguard Group with Randstad April 2014 - June 2015
Drexel University Department of Computer Science October 2012 - March 2014
Vanguard Group with Randstad April 2013 - September 2013
Pandora's Mighty Soldiers January 2007 - June 2010
Direct TV, Championship Gaming Series June 2007 - October 2008
Skills
Java, Python, Windows, Linux, Programming, Computer Hardware, Software Development, Visual Studio, NetBeans, Object Oriented Design, MVC, Web Development, Troubleshooting, Video Games, HTML, Guitar, Singing, JavaScript, Bash, SQL, Eclipse, Subversion, XML, User Interface Design, JUnit, XHTML, OOP, Agile Methodologies, Software Engineering, Marketing
Education
Drexel University 2012 — 2015
Bachelor of Science (B.S.), Software Engineering, 3.5
Community College of Philadelphia 2010 — 2012
Associate of Science (A.S.), Computer Science, 3.4
Dan Ruud's Vanguard Experience 1994 - 1995
Job Programmer
Industry Information Technology and Services
Experience
Medical Capital Recovery July 2015 - Present
Information Strategies, Inc. November 2012 - September 2013
Wells Fargo (Contractor) August 2011 - November 2012
Azar Computer Software Services August 2010 - December 2010
Quick Apples 2 Apples Inc. June 2009 - August 2010
Springbox September 2008 - October 2008
Rain Master Irrigation Systems, Inc. January 1999 - December 2005
BAE Systems June 2001 - August 2005
Empire Vision January 2000 - December 2002
Vanguard 1994 - 1995
Skills
XML, VB.NET, HTML, SSRS, C#, SSIS, DTS, Microsoft SQL Server, Oracle SQL, Requirements Management, Project Delivery, Project Management, Scope Management, Sybase SQL Anywhere, Visual Studio, Databases, T-SQL, JavaScript, Visual Basic, Web Development, CRM, Requirements Analysis, SDLC, Integration, Process Improvement, Business Analysis, Software Development, SQL, Analysis
Education
Cypress College
Business Administration
Medical Capital Recovery July 2015 - Present
Information Strategies, Inc. November 2012 - September 2013
Wells Fargo (Contractor) August 2011 - November 2012
Azar Computer Software Services August 2010 - December 2010
Quick Apples 2 Apples Inc. June 2009 - August 2010
Springbox September 2008 - October 2008
Rain Master Irrigation Systems, Inc. January 1999 - December 2005
BAE Systems June 2001 - August 2005
Empire Vision January 2000 - December 2002
Vanguard 1994 - 1995
Skills
XML, VB.NET, HTML, SSRS, C#, SSIS, DTS, Microsoft SQL Server, Oracle SQL, Requirements Management, Project Delivery, Project Management, Scope Management, Sybase SQL Anywhere, Visual Studio, Databases, T-SQL, JavaScript, Visual Basic, Web Development, CRM, Requirements Analysis, SDLC, Integration, Process Improvement, Business Analysis, Software Development, SQL, Analysis
Education
Cypress College
Business Administration
Greg Carwheel's Vanguard Experience January 1993 - January 2000
Job Project Program Management Director at Dell
Industry Computer Hardware
Experience
Dell Global Services Engineering January 2011 - Present
Dell September 2003 - December 2010
Vanguard January 1993 - January 2000
Prudential Financial July 1988 - July 1991
Skills
Strategy, Project Management, PMP, Business Process..., Program Management, IT Service Management, Cross-functional Team..., Product Management, Partner Management, Change Management, Vendor Management, Enterprise Software, Cloud Computing, NAS, Virtualization, Leadership, Process Improvement, Professional Services, Data Center, IT Management, Project Portfolio..., Business Intelligence, ITIL, Channel, Outsourcing, Service Delivery, Customer Experience, Management, Servers, Integration, Pre-sales, Storage, Team Leadership, Storage Area Networks, Disaster Recovery, Six Sigma, Business Alliances, Business Analysis, Call Center, Go-to-market Strategy, Solution Selling, Consulting, VMware, Managed Services, Enterprise Storage, Sales Enablement, Storage Virtualization, SaaS, SAN, IT Strategy
Education
University of Oxford, Said Business School
Master's Degree, Major Programme Management
Luther Rice University 2012 — 2014
Master's Degree, Masters Degree in Divinity
Dallas Theological Seminary
MA
Texas State University 2000 — 2004
MBA
Dell Global Services Engineering January 2011 - Present
Dell September 2003 - December 2010
Vanguard January 1993 - January 2000
Prudential Financial July 1988 - July 1991
Skills
Strategy, Project Management, PMP, Business Process..., Program Management, IT Service Management, Cross-functional Team..., Product Management, Partner Management, Change Management, Vendor Management, Enterprise Software, Cloud Computing, NAS, Virtualization, Leadership, Process Improvement, Professional Services, Data Center, IT Management, Project Portfolio..., Business Intelligence, ITIL, Channel, Outsourcing, Service Delivery, Customer Experience, Management, Servers, Integration, Pre-sales, Storage, Team Leadership, Storage Area Networks, Disaster Recovery, Six Sigma, Business Alliances, Business Analysis, Call Center, Go-to-market Strategy, Solution Selling, Consulting, VMware, Managed Services, Enterprise Storage, Sales Enablement, Storage Virtualization, SaaS, SAN, IT Strategy
Education
University of Oxford, Said Business School
Master's Degree, Major Programme Management
Luther Rice University 2012 — 2014
Master's Degree, Masters Degree in Divinity
Dallas Theological Seminary
MA
Texas State University 2000 — 2004
MBA
Evan Fitzpatrick's Vanguard Experience August 2007 - Present
Job Client Relations at Vanguard
Industry Banking
Experience
Vanguard August 2007 - Present
American Bank Mortgage Group July 2006 - July 2007
Mortgage Bankers Association 2005 - 2006
Education
Dartmouth College 1999 — 2003
Vanguard August 2007 - Present
American Bank Mortgage Group July 2006 - July 2007
Mortgage Bankers Association 2005 - 2006
Education
Dartmouth College 1999 — 2003
Indu Vasudev's Vanguard Experience April 2014 - December 2014
Job Attended The Conservatory of Recording Arts and Sciences
Industry Music
Experience
Bedrock.LA January 2015 - April 2015
Vanguard April 2014 - December 2014
Vanguard June 2011 - April 2014
Vanguard September 2007 - June 2011
University of Phoenix April 2006 - September 2007
Skills
Customer Service, Mutual Funds, Investments, Series 63, Retirement, Relationship Management, Audio Engineering, Series 6, Retirement Planning, Securities, 401k, Problem Solving, Music Production, Pro Tools
Education
Conservatory of Recording Arts and Sciences 2014 — 2015
Master Recording Program II, Master Recording Program II
University of Arizona, Eller College of Management 2001 — 2005
Bachelor's Degree, Business Economics
Bedrock.LA January 2015 - April 2015
Vanguard April 2014 - December 2014
Vanguard June 2011 - April 2014
Vanguard September 2007 - June 2011
University of Phoenix April 2006 - September 2007
Skills
Customer Service, Mutual Funds, Investments, Series 63, Retirement, Relationship Management, Audio Engineering, Series 6, Retirement Planning, Securities, 401k, Problem Solving, Music Production, Pro Tools
Education
Conservatory of Recording Arts and Sciences 2014 — 2015
Master Recording Program II, Master Recording Program II
University of Arizona, Eller College of Management 2001 — 2005
Bachelor's Degree, Business Economics
David Moccia's Vanguard Experience December 2006 - April 2010
Job Sales Representative at VWR
Industry Financial Services
Experience
VWR May 2010 - Present
Vanguard December 2006 - April 2010
Skills
Sales, Microsoft Excel, Account Management, Customer Service, New Business Development, Strategic Planning, Forecasting, Sales Process, Salesforce.com, Key Account Management, Negotiation, B2B, Pricing, Selling, Contract Negotiation, Business Development, Sales Presentations, Cold Calling
Education
Connecticut College 2001 — 2005
VWR May 2010 - Present
Vanguard December 2006 - April 2010
Skills
Sales, Microsoft Excel, Account Management, Customer Service, New Business Development, Strategic Planning, Forecasting, Sales Process, Salesforce.com, Key Account Management, Negotiation, B2B, Pricing, Selling, Contract Negotiation, Business Development, Sales Presentations, Cold Calling
Education
Connecticut College 2001 — 2005
Pamela Siedlecki, SPHR's Vanguard Experience April 2007 - Present
Job Senior Executive Recruiter at Vanguard
Industry Financial Services
Experience
Vanguard April 2007 - Present
Time Warner 2004 - 2007
Skills
Executive Search, Executive Recruiting, Work/life Balance, SPHR certification, Talent Acquisition, Applicant Tracking..., Human Resources, Internet Recruiting, Sourcing, AIRS CIR, Financial Services, SPHR, PeopleSoft, Talent Management
Education
Cornell University 2000 — 2002
MPS, Industrial and Labor Relations
Wagner College
BS, Business Administration
Vanguard April 2007 - Present
Time Warner 2004 - 2007
Skills
Executive Search, Executive Recruiting, Work/life Balance, SPHR certification, Talent Acquisition, Applicant Tracking..., Human Resources, Internet Recruiting, Sourcing, AIRS CIR, Financial Services, SPHR, PeopleSoft, Talent Management
Education
Cornell University 2000 — 2002
MPS, Industrial and Labor Relations
Wagner College
BS, Business Administration
Chared Goodwin's Vanguard Experience April 2015 - Present
Job Head of Global Fund Accounting, ETF Administration
Industry Financial Services
Experience
Vanguard April 2015 - Present
Vanguard November 2012 - April 2015
Vanguard January 2012 - November 2012
Vanguard October 2010 - January 2012
Vanguard 2008 - October 2010
The Vanguard Group September 2004 - October 2008
Skills
Financial Analysis, Finance, Financial Reporting, Fund Accounting, ETFs, Relationship Management, Series 6, Bloomberg Terminal, Accounting, Bloomberg, Leadership, Equities, Mutual Funds, Financial Modeling, Securities, Investments, Financial Services
Education
La Salle University - School of Business Administration 2003 — 2007
MBA, Finance & Accounting
West Chester University of Pennsylvania 1999 — 2001
B.S., Business Management
Community College of Philadelphia 1998 — 1999
AA, Business
Saint Joseph's University 1997 — 1998
NA, Accounting
Vanguard April 2015 - Present
Vanguard November 2012 - April 2015
Vanguard January 2012 - November 2012
Vanguard October 2010 - January 2012
Vanguard 2008 - October 2010
The Vanguard Group September 2004 - October 2008
Skills
Financial Analysis, Finance, Financial Reporting, Fund Accounting, ETFs, Relationship Management, Series 6, Bloomberg Terminal, Accounting, Bloomberg, Leadership, Equities, Mutual Funds, Financial Modeling, Securities, Investments, Financial Services
Education
La Salle University - School of Business Administration 2003 — 2007
MBA, Finance & Accounting
West Chester University of Pennsylvania 1999 — 2001
B.S., Business Management
Community College of Philadelphia 1998 — 1999
AA, Business
Saint Joseph's University 1997 — 1998
NA, Accounting
Anne Hewitt's Vanguard Experience August 2009 - Present
Job HR Generalist at Vanguard
Industry Financial Services
Experience
Vanguard August 2009 - Present
Vanguard December 2007 - July 2009
Merck January 2007 - November 2007
Merck May 2000 - December 2006
United States Army Reserve May 1993 - June 2001
Merck January 1998 - April 2000
Checkpoint Systems September 1994 - August 1996
Price Waterhouse Coopers September 1993 - September 1994
Education
Cornell University 1996 — 1998
MILR, Industrial and Labor Relations
University of Scranton 1989 — 1993
BS, Accounting, with a Math minor
Vanguard August 2009 - Present
Vanguard December 2007 - July 2009
Merck January 2007 - November 2007
Merck May 2000 - December 2006
United States Army Reserve May 1993 - June 2001
Merck January 1998 - April 2000
Checkpoint Systems September 1994 - August 1996
Price Waterhouse Coopers September 1993 - September 1994
Education
Cornell University 1996 — 1998
MILR, Industrial and Labor Relations
University of Scranton 1989 — 1993
BS, Accounting, with a Math minor
Walt Nejman's Vanguard Experience March 2007 - March 2008
Job Financial Analyst ETF Portfolio Management and Trading at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group March 2008 - Present
Vanguard March 2007 - March 2008
Vanguard November 2005 - March 2007
Lincoln Investment Planning August 2005 - November 2005
Philadelphia Carpenter's Health and Welfare Fund February 2005 - August 2005
Thomas Jefferson University Hospital May 2001 - January 2005
Skills
ETFs, Mutual Funds, Trading, Banking, Healthcare, Equities, Bloomberg, Investments, Series 63, Series 7, Portfolio Management, Fixed Income, Asset Managment, Securities, Asset Allocation
Education
Villanova University 2005 — 2008
Master of Business Administration, Finance
Arcadia Uiversity 2001 — 2004
Bachelor of Arts, Business Administration
Community College of Philadelphia 1998 — 2001
Associate of Applied Science, Diagnostic Imaging
The Vanguard Group March 2008 - Present
Vanguard March 2007 - March 2008
Vanguard November 2005 - March 2007
Lincoln Investment Planning August 2005 - November 2005
Philadelphia Carpenter's Health and Welfare Fund February 2005 - August 2005
Thomas Jefferson University Hospital May 2001 - January 2005
Skills
ETFs, Mutual Funds, Trading, Banking, Healthcare, Equities, Bloomberg, Investments, Series 63, Series 7, Portfolio Management, Fixed Income, Asset Managment, Securities, Asset Allocation
Education
Villanova University 2005 — 2008
Master of Business Administration, Finance
Arcadia Uiversity 2001 — 2004
Bachelor of Arts, Business Administration
Community College of Philadelphia 1998 — 2001
Associate of Applied Science, Diagnostic Imaging
Roger N. Graham's Vanguard Experience February 2013 - Present
Job Senior Customer Experience and Strategy Leader
Industry Financial Services
Experience
Vanguard February 2013 - Present
Vanguard September 2008 - February 2013
JP Morgan Chase 2004 - May 2008
Chase Home Finance April 2001 - June 2004
GMAC June 1998 - April 2001
Fannie Mae May 1992 - June 1998
Skills
Strategy, CRM, Marketing, Leadership, Risk Management, Cross-functional Team..., Six Sigma, Credit, Management, Program Management, Financial Services, Strategic Planning, Portfolio Management, Mergers & Acquisitions, Marketing Strategy, Data Analysis, Business Development, Financial Risk, Analysis
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA
Cornell University 1979 — 1983
BS
Vanguard February 2013 - Present
Vanguard September 2008 - February 2013
JP Morgan Chase 2004 - May 2008
Chase Home Finance April 2001 - June 2004
GMAC June 1998 - April 2001
Fannie Mae May 1992 - June 1998
Skills
Strategy, CRM, Marketing, Leadership, Risk Management, Cross-functional Team..., Six Sigma, Credit, Management, Program Management, Financial Services, Strategic Planning, Portfolio Management, Mergers & Acquisitions, Marketing Strategy, Data Analysis, Business Development, Financial Risk, Analysis
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA
Cornell University 1979 — 1983
BS
John LaVerghetta III's Vanguard Experience April 2000 - September 2006
Job AML Compliance Administrator at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group September 2006 - Present
Vanguard April 2000 - September 2006
Vanguard March 1999 - April 2000
Skills
Microsoft Excel, Microsoft Access, AML, Dashboard Metrics, Data Analysis, Fraud, CAMS
Education
Temple University 1993 — 1996
Bachelor's degree, Secondary Education and Teaching
Community College of Philadelphia 1990 — 1993
Associate's degree, Secondary Education and Teaching
The Vanguard Group September 2006 - Present
Vanguard April 2000 - September 2006
Vanguard March 1999 - April 2000
Skills
Microsoft Excel, Microsoft Access, AML, Dashboard Metrics, Data Analysis, Fraud, CAMS
Education
Temple University 1993 — 1996
Bachelor's degree, Secondary Education and Teaching
Community College of Philadelphia 1990 — 1993
Associate's degree, Secondary Education and Teaching
Tunc Sozerman's Vanguard Experience May 1992 - July 1995
Job Principal Consultant at McKnight Consulting Group
Industry Information Technology and Services
Experience
McKnight Consulting Group March 2015 - Present
SEI October 2003 - December 2014
International Monetary Fund January 2003 - October 2003
SEI March 1998 - May 2002
Oxford Health Plans September 1997 - May 1998
USF&G October 1996 - September 1997
SEI March 1995 - October 1996
Medical Marketing Group July 1995 - December 1995
Vanguard May 1992 - July 1995
Database Solutions January 1991 - May 1992
Skills
Business Intelligence, Business Analytics, Data Warehousing, Strategic Planning, Analytic Problem Solving, Data Analysis, Data Migration, Business Process..., Process Optimization, Leadership, Relationship Building, Interpersonal Skills, Operational Execution, Collaborative Problem..., Strategic Vision
Education
Stanford University
Graduate Certificate, Management Science and Engineering, 2015 (Expected)
Stanford University
Professional Certificate, Advanced Project Management Certificate, 2013
Syracuse University 1985 — 1989
Graduate Studies, Computer Engineering
Cornell University 1980 — 1983
Bachelor Of Science, Electrical Engineering
McKnight Consulting Group March 2015 - Present
SEI October 2003 - December 2014
International Monetary Fund January 2003 - October 2003
SEI March 1998 - May 2002
Oxford Health Plans September 1997 - May 1998
USF&G October 1996 - September 1997
SEI March 1995 - October 1996
Medical Marketing Group July 1995 - December 1995
Vanguard May 1992 - July 1995
Database Solutions January 1991 - May 1992
Skills
Business Intelligence, Business Analytics, Data Warehousing, Strategic Planning, Analytic Problem Solving, Data Analysis, Data Migration, Business Process..., Process Optimization, Leadership, Relationship Building, Interpersonal Skills, Operational Execution, Collaborative Problem..., Strategic Vision
Education
Stanford University
Graduate Certificate, Management Science and Engineering, 2015 (Expected)
Stanford University
Professional Certificate, Advanced Project Management Certificate, 2013
Syracuse University 1985 — 1989
Graduate Studies, Computer Engineering
Cornell University 1980 — 1983
Bachelor Of Science, Electrical Engineering
Patrick Gremban's Vanguard Experience 2005 - 2006
Job VP at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management July 2007 - Present
FGIC 2006 - 2007
Vanguard 2005 - 2006
Skills
Matlab, VBA, Financial Modeling, Quantitative Analytics, Asset Allocation, Portfolio Management
Education
Columbia University in the City of New York 2009 — 2012
MS, Applied Mathematics
Princeton University 2001 — 2005
BSE, Operations Research & Financial Engineering
Morgan Stanley Private Wealth Management July 2007 - Present
FGIC 2006 - 2007
Vanguard 2005 - 2006
Skills
Matlab, VBA, Financial Modeling, Quantitative Analytics, Asset Allocation, Portfolio Management
Education
Columbia University in the City of New York 2009 — 2012
MS, Applied Mathematics
Princeton University 2001 — 2005
BSE, Operations Research & Financial Engineering
Margaret Weir-Sangalli, CIMA®'s Vanguard Experience April 2014 - Present
Job Internal Sales Desk Manager at Vanguard
Industry Marketing and Advertising
Experience
Vanguard April 2014 - Present
Vanguard September 2010 - Present
Success Group January 2000 - September 2010
American Express 2006 - 2009
Merrill Lynch 1993 - 1999
Skills
Small Business, New Business Development, Account Management, Business Development, Strategic Planning, Marketing Strategy, Entrepreneurship, Series 7, Series 63, CRM, Salesforce.com, Series 24, PMP
Education
New York University 1987 — 1988
MA, Spanish
Concordia College 1984 — 1987
BA, Economics
Vanguard April 2014 - Present
Vanguard September 2010 - Present
Success Group January 2000 - September 2010
American Express 2006 - 2009
Merrill Lynch 1993 - 1999
Skills
Small Business, New Business Development, Account Management, Business Development, Strategic Planning, Marketing Strategy, Entrepreneurship, Series 7, Series 63, CRM, Salesforce.com, Series 24, PMP
Education
New York University 1987 — 1988
MA, Spanish
Concordia College 1984 — 1987
BA, Economics
Penelope Karp (Karp) Abad's Vanguard Experience January 2013 - Present
Job Supervisor in Concierge Services at Vanguard
Industry Financial Services
Experience
Vanguard January 2013 - Present
Vanguard October 2011 - January 2013
Vanguard February 2011 - October 2011
Vanguard November 2009 - February 2011
Vanguard January 2008 - November 2009
Skills
Series 7, Series 63, Mutual Funds, Investments, ETFs, Retirement, Capital Markets, Economics, Team Building, Conflict Resolution, Relationship Management
Education
Connecticut College 2003 — 2007
BA, Government
The Baldwin School - Bryn Mawr, PA 1990 — 2003
High School Diploma
Vanguard January 2013 - Present
Vanguard October 2011 - January 2013
Vanguard February 2011 - October 2011
Vanguard November 2009 - February 2011
Vanguard January 2008 - November 2009
Skills
Series 7, Series 63, Mutual Funds, Investments, ETFs, Retirement, Capital Markets, Economics, Team Building, Conflict Resolution, Relationship Management
Education
Connecticut College 2003 — 2007
BA, Government
The Baldwin School - Bryn Mawr, PA 1990 — 2003
High School Diploma
Bryan Baebler's Vanguard Experience 2006 - 2007
Job Vice President, Head of Capital Markets at Build America Mutual Assurance Company
Industry Financial Services
Experience
Build America Mutual Assurance Company July 2013 - Present
Barclays Capital July 2007 - April 2013
Vanguard 2006 - 2007
Education
Cornell University 2000 — 2004
Build America Mutual Assurance Company July 2013 - Present
Barclays Capital July 2007 - April 2013
Vanguard 2006 - 2007
Education
Cornell University 2000 — 2004
barbara samett's Vanguard Experience May 1999 - Present
Job municipal bond analyst at Vanguard
Industry Investment Management
Experience
Vanguard May 1999 - Present
Education
Cornell University
Master of Business Administration (MBA)
Northwestern University
Speech-Language Pathology/Pathologist
Vanguard May 1999 - Present
Education
Cornell University
Master of Business Administration (MBA)
Northwestern University
Speech-Language Pathology/Pathologist
Debbie Schwartz's Vanguard Experience 1995 - 1996
Job Marketing Consultant
Industry Marketing and Advertising
Experience
Road2College 2013 - Present
Non-proft Volunteer Work 2003 - Present
Lower Merion School District August 2013 - October 2014
Epic Research 2009 - 2012
SD Jewelers 2006 - 2010
First USA/ Bank One 1996 - 2000
Vanguard 1995 - 1996
Fidelity Investments 1992 - 1995
Accenture 1986 - 1990
Skills
Integrated Marketing, Lead Generation, Email Marketing, SEM, Segmentation, SEO, New Business Development, Customer Acquisition, Business Strategy, Product Management, Social Networking, Competitive Analysis, Newsletters, Management, Strategic Partnerships, Nonprofits, Advertising, Analytics, Online Marketing, Project Planning
Education
Massachusetts Institute of Technology - Sloan School of Management
MBA, Marketing, Finance
Dartmouth College
BA, Math
Road2College 2013 - Present
Non-proft Volunteer Work 2003 - Present
Lower Merion School District August 2013 - October 2014
Epic Research 2009 - 2012
SD Jewelers 2006 - 2010
First USA/ Bank One 1996 - 2000
Vanguard 1995 - 1996
Fidelity Investments 1992 - 1995
Accenture 1986 - 1990
Skills
Integrated Marketing, Lead Generation, Email Marketing, SEM, Segmentation, SEO, New Business Development, Customer Acquisition, Business Strategy, Product Management, Social Networking, Competitive Analysis, Newsletters, Management, Strategic Partnerships, Nonprofits, Advertising, Analytics, Online Marketing, Project Planning
Education
Massachusetts Institute of Technology - Sloan School of Management
MBA, Marketing, Finance
Dartmouth College
BA, Math
frankzhang zhang's Vanguard Experience June 2013 - Present
Job software engineer at Vanguard
Industry Computer Software
Experience
Vanguard June 2013 - Present
Vanguard May 2013 - Present
Skills
Linux, Microsoft SQL Server, SQL, C++, Java, Unix, Software Development, C#, Agile Methodologies, XML, Cloud Computing, MySQL
Education
Concordia University 2007 — 2009
Master's degree, Computer Engineering
Concordia University 2007 — 2009
Vanguard June 2013 - Present
Vanguard May 2013 - Present
Skills
Linux, Microsoft SQL Server, SQL, C++, Java, Unix, Software Development, C#, Agile Methodologies, XML, Cloud Computing, MySQL
Education
Concordia University 2007 — 2009
Master's degree, Computer Engineering
Concordia University 2007 — 2009
Morgan Stone, CFA's Vanguard Experience 2007 - 2009
Job Vice President Corporate Banking at SunTrust Robinson Humphrey
Industry Banking
Experience
SunTrust Robinson Humphrey 2015 - Present
Barclays 2013 - 2015
Barclays Capital 2011 - 2013
Vanguard 2007 - 2009
Vanguard 2005 - 2007
Skills
Business Strategy, Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Finance, Investment Banking, Microsoft Excel, International Banking..., Credit Analysis, Forecasting, Electronic Payments, Alternative Payments, Commercial Banking, Strategic Planning, Due Diligence, PowerPoint, IPO, Project Management, ETFs, Foreign Exchange, M&A experience, Capital Markets, Leveraged Finance, Mobile Payments, Financial Institutions
Education
Cornell University - Johnson Graduate School of Management 2009 — 2011
MBA, Finance
Wake Forest University 2001 — 2005
BA, Economics, International Studies
Cornell University
SunTrust Robinson Humphrey 2015 - Present
Barclays 2013 - 2015
Barclays Capital 2011 - 2013
Vanguard 2007 - 2009
Vanguard 2005 - 2007
Skills
Business Strategy, Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Finance, Investment Banking, Microsoft Excel, International Banking..., Credit Analysis, Forecasting, Electronic Payments, Alternative Payments, Commercial Banking, Strategic Planning, Due Diligence, PowerPoint, IPO, Project Management, ETFs, Foreign Exchange, M&A experience, Capital Markets, Leveraged Finance, Mobile Payments, Financial Institutions
Education
Cornell University - Johnson Graduate School of Management 2009 — 2011
MBA, Finance
Wake Forest University 2001 — 2005
BA, Economics, International Studies
Cornell University
Hoda Elmasry's Vanguard Experience July 2008 - August 2009
Job Public Health Analyst at ManTech International
Industry Hospital & Health Care
Experience
ManTech September 2012 - Present
George Washington University June 2012 - August 2012
Columbia University September 2010 - May 2012
Columbia University Medical Center May 2011 - August 2011
CrisisLink January 2010 - August 2010
Vanguard July 2008 - August 2009
Navigant Consulting Limited January 2008 - June 2008
Rohm and Haas Company October 2005 - May 2007
Skills
Microsoft Excel, Data Entry, Non-profits, Research, Editing, ArcGIS, SAS programming, EndNote, Data Analysis
Education
Columbia University Mailman School of Public Health 2010 — 2012
Master of Public Health, Epidemiology
Drexel University - LeBow College of Business 2003 — 2007
Bachelor of Science, Economics, Marketing, International Business
ManTech September 2012 - Present
George Washington University June 2012 - August 2012
Columbia University September 2010 - May 2012
Columbia University Medical Center May 2011 - August 2011
CrisisLink January 2010 - August 2010
Vanguard July 2008 - August 2009
Navigant Consulting Limited January 2008 - June 2008
Rohm and Haas Company October 2005 - May 2007
Skills
Microsoft Excel, Data Entry, Non-profits, Research, Editing, ArcGIS, SAS programming, EndNote, Data Analysis
Education
Columbia University Mailman School of Public Health 2010 — 2012
Master of Public Health, Epidemiology
Drexel University - LeBow College of Business 2003 — 2007
Bachelor of Science, Economics, Marketing, International Business
Amma Boateng's Vanguard Experience March 2014 - Present
Job Head of ETF Capital Markets and Global Broker/Index Relationships at Vanguard
Industry Financial Services
Experience
Vanguard March 2014 - Present
Vanguard September 2011 - February 2014
Vanguard October 2004 - July 2009
Skills
Financial Modeling, Business Development, Strategy, Business Strategy, Investments, Financial Services, Competitive Analysis
Education
Stanford University Graduate School of Business 2009 — 2011
M.B.A.
Dartmouth College 2000 — 2004
A.B., Economics, English
Vanguard March 2014 - Present
Vanguard September 2011 - February 2014
Vanguard October 2004 - July 2009
Skills
Financial Modeling, Business Development, Strategy, Business Strategy, Investments, Financial Services, Competitive Analysis
Education
Stanford University Graduate School of Business 2009 — 2011
M.B.A.
Dartmouth College 2000 — 2004
A.B., Economics, English
Michael Kimmel's Vanguard Experience May 2005 - Present
Job Principal Corporate Legal Services at Vanguard
Industry Financial Services
Experience
Vanguard May 2005 - Present
Robinson, Bradshaw & Hinson August 2001 - May 2005
United States District Court Western District of North Carolina September 2000 - August 2001
Education
Duke University School of Law 1997 — 2000
JD
Dartmouth College 1990 — 1994
AB, Government
Vanguard May 2005 - Present
Robinson, Bradshaw & Hinson August 2001 - May 2005
United States District Court Western District of North Carolina September 2000 - August 2001
Education
Duke University School of Law 1997 — 2000
JD
Dartmouth College 1990 — 1994
AB, Government
Alicia Lundy's Vanguard Experience 1999 - 2007
Job 401(k) & Savings Programs Analyst at American Airlines
Industry Airlines/Aviation
Experience
American Airlines December 2013 - Present
US Airways August 2013 - Present
Gold Canyon Candle 2005 - Present
Honeywell Aerospace 2012 - 2013
Gold Canyon International, LLC 2011 - 2012
Vanguard 1999 - 2007
Mikohn Signs & Graphics 1994 - 1999
United States Air Force 1984 - 1994
Skills
Purchasing, Marketing, Market Research, Sales, Customer Service, Budget, Strategic Planning, Forecasting, 401k Rollovers, Strategic Sourcing, Mutual Funds, Project Planning, Vendor Management, Employee Training, Contract Negotiation, 401k, Defined Contribution, Budgets, Operations Management, Leadership, Negotiation, Retirement Savings, Customer Relations, Management, Team Building
Education
Western International University 2004 — 2008
Bachelor of Business Administration (BBA), Business, Marketing
Western International University
Associate of Arts (AA), Business Administration and Management, General
Community College of the Air Force 1984 — 1994
Parts, Warehousing, and Inventory Management Operations
American Airlines December 2013 - Present
US Airways August 2013 - Present
Gold Canyon Candle 2005 - Present
Honeywell Aerospace 2012 - 2013
Gold Canyon International, LLC 2011 - 2012
Vanguard 1999 - 2007
Mikohn Signs & Graphics 1994 - 1999
United States Air Force 1984 - 1994
Skills
Purchasing, Marketing, Market Research, Sales, Customer Service, Budget, Strategic Planning, Forecasting, 401k Rollovers, Strategic Sourcing, Mutual Funds, Project Planning, Vendor Management, Employee Training, Contract Negotiation, 401k, Defined Contribution, Budgets, Operations Management, Leadership, Negotiation, Retirement Savings, Customer Relations, Management, Team Building
Education
Western International University 2004 — 2008
Bachelor of Business Administration (BBA), Business, Marketing
Western International University
Associate of Arts (AA), Business Administration and Management, General
Community College of the Air Force 1984 — 1994
Parts, Warehousing, and Inventory Management Operations
Amber Hilliard's Vanguard Experience August 2004 - August 2005
Job Associate General Counsel, Corporate Governance at Fannie Mae
Industry Law Practice
Experience
Fannie Mae January 2015 - Present
Skadden Arps September 2008 - January 2015
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates May 2007 - May 2008
Katten Muchin Rosenman LLP May 2006 - May 2007
Vanguard August 2004 - August 2005
Skills
Legal Research, Legal Writing, Litigation, Westlaw, Civil Litigation, Entertainment Law, Securities
Education
The George Washington University Law School 2005 — 2008
Juris Doctor (J.D.), Law
Cornell University 2000 — 2004
Bachelor's Degree, Economics and Spanish With Honors
Fannie Mae January 2015 - Present
Skadden Arps September 2008 - January 2015
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates May 2007 - May 2008
Katten Muchin Rosenman LLP May 2006 - May 2007
Vanguard August 2004 - August 2005
Skills
Legal Research, Legal Writing, Litigation, Westlaw, Civil Litigation, Entertainment Law, Securities
Education
The George Washington University Law School 2005 — 2008
Juris Doctor (J.D.), Law
Cornell University 2000 — 2004
Bachelor's Degree, Economics and Spanish With Honors
Nicole Stratemeier's Vanguard Experience September 1997 - June 1998
Job
Industry Financial Services
Experience
Thomson Reuters November 2003 - July 2012
SunGard April 2000 - October 2003
K. Russo Associates September 1998 - August 1999
Vanguard September 1997 - June 1998
Skills
Oracle HR, PeopleSoft..., Talent Management, Performance Management, Employee Relations, Organizational..., Employee Engagement, Recruiting, Change Management, Human Resources, HRIS, Program Management, Employee Benefits, Leadership, Strategy, Management, Business Strategy, Taleo, Labor Relations
Education
Columbia University in the City of New York 1999 — 2001
Masters in Organizational Psychology
Fairfield University 1993 — 1997
Bachelors
Thomson Reuters November 2003 - July 2012
SunGard April 2000 - October 2003
K. Russo Associates September 1998 - August 1999
Vanguard September 1997 - June 1998
Skills
Oracle HR, PeopleSoft..., Talent Management, Performance Management, Employee Relations, Organizational..., Employee Engagement, Recruiting, Change Management, Human Resources, HRIS, Program Management, Employee Benefits, Leadership, Strategy, Management, Business Strategy, Taleo, Labor Relations
Education
Columbia University in the City of New York 1999 — 2001
Masters in Organizational Psychology
Fairfield University 1993 — 1997
Bachelors
James Newson's Vanguard Experience January 1998 - April 2011
Job Financial Services Professional
Industry Financial Services
Experience
Working at enjoying life December 2014 - Present
Vanguard January 1998 - April 2011
Upland Mortgage January 1997 - January 1998
Denny's Restaurant's January 1988 - January 1997
Skills
Series 6, Mutual Funds, IRA's, Retirement, Series 63
Education
Cornell University
Bachelor of Science, Hotel/Business Administration
Working at enjoying life December 2014 - Present
Vanguard January 1998 - April 2011
Upland Mortgage January 1997 - January 1998
Denny's Restaurant's January 1988 - January 1997
Skills
Series 6, Mutual Funds, IRA's, Retirement, Series 63
Education
Cornell University
Bachelor of Science, Hotel/Business Administration
Margaret Holley's Vanguard Experience June 2004 - June 2015
Job Processing Associate at Vanguard
Industry Financial Services
Experience
Vanguard June 2004 - June 2015
Auxilium Pharmaceuticals March 2003 - June 2003
IMS Health February 2000 - September 2002
IMS Health January 1988 - January 2000
Skills
Equities, Finance, Portfolio Management, Process Improvement, Retirement Planning, Securities, Financial Analysis, Retirement, Strategic Financial..., Bloomberg, Banking, Wealth Management, Financial Services, Access, ETFs, Lotus Notes, Call Centers, Microsoft Excel, Insurance, Asset Management
Education
Eastern University 1997 — 2000
Bachelor, Organizational Management
Community College of Philadelphia 1992 — 1996
AAS, Finance
Vanguard June 2004 - June 2015
Auxilium Pharmaceuticals March 2003 - June 2003
IMS Health February 2000 - September 2002
IMS Health January 1988 - January 2000
Skills
Equities, Finance, Portfolio Management, Process Improvement, Retirement Planning, Securities, Financial Analysis, Retirement, Strategic Financial..., Bloomberg, Banking, Wealth Management, Financial Services, Access, ETFs, Lotus Notes, Call Centers, Microsoft Excel, Insurance, Asset Management
Education
Eastern University 1997 — 2000
Bachelor, Organizational Management
Community College of Philadelphia 1992 — 1996
AAS, Finance
Louise Howze's Vanguard Experience 1999 - November 2002
Job Law Enforcement at City of Philadelphia
Industry Government Administration
Experience
City of Philadelphia December 2002 - Present
Vanguard 1999 - November 2002
New York Life Insurance 1997 - 1998
Education
Capella University 2009 — 2012
Public Safety/ Homeland Security
Community College of Philadelphia 1998 — 1999
Liberal Arts
City of Philadelphia December 2002 - Present
Vanguard 1999 - November 2002
New York Life Insurance 1997 - 1998
Education
Capella University 2009 — 2012
Public Safety/ Homeland Security
Community College of Philadelphia 1998 — 1999
Liberal Arts
Mary Jane Namian, CFA's Vanguard Experience March 1992 - May 2001
Job Head of Marketing for North America, Global Investment Services at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price May 2010 - Present
T. Rowe Price December 2005 - May 2010
T. Rowe Price February 2003 - December 2005
Vanguard March 1992 - May 2001
Education
Georgetown University 1989 — 1991
Master of Business Administration (MBA)
Cornell University 1984 — 1988
Bachelor of Arts (B.A.), Economics and Government
T. Rowe Price May 2010 - Present
T. Rowe Price December 2005 - May 2010
T. Rowe Price February 2003 - December 2005
Vanguard March 1992 - May 2001
Education
Georgetown University 1989 — 1991
Master of Business Administration (MBA)
Cornell University 1984 — 1988
Bachelor of Arts (B.A.), Economics and Government
Holly Patrick's Vanguard Experience November 1998 - April 2004
Job Administrative Assistant/Receptionist at BCRS, LLC
Industry Investment Management
Experience
n/a - currently unemployed November 2012 - Present
BCRS, LLC November 2012 - Present
BCRS Partners, LLC November 2012 - Present
Kades-Margolis Corporation 2008 - January 2012
Scheid Realty April 2004 - September 2008
Vanguard November 1998 - April 2004
Skills
Excel, WordPerfect, Lotus Notes, Microsoft Excel, Customer Service, Leadership, Time Management, Microsoft Word, Outlook, Administration, Teamwork, Microsoft Office, PowerPoint, Sales, Mutual Funds, Marketing, New Business Development, Insurance, Financial Planning, Employee Relations
Education
Community College of Philadelphia 1985 — 1986
none, Psychology
Archbishop Kennedy High School 1980 — 1984
Diploma, General Studies
n/a - currently unemployed November 2012 - Present
BCRS, LLC November 2012 - Present
BCRS Partners, LLC November 2012 - Present
Kades-Margolis Corporation 2008 - January 2012
Scheid Realty April 2004 - September 2008
Vanguard November 1998 - April 2004
Skills
Excel, WordPerfect, Lotus Notes, Microsoft Excel, Customer Service, Leadership, Time Management, Microsoft Word, Outlook, Administration, Teamwork, Microsoft Office, PowerPoint, Sales, Mutual Funds, Marketing, New Business Development, Insurance, Financial Planning, Employee Relations
Education
Community College of Philadelphia 1985 — 1986
none, Psychology
Archbishop Kennedy High School 1980 — 1984
Diploma, General Studies
Denice Acklin's Vanguard Experience September 2012 - January 2014
Job
Industry Design
Experience
La Z Boy Furniture July 2014 - May 2015
Vanguard September 2012 - January 2014
University of Phoenix March 2009 - August 2010
United States Air Force March 1989 - April 2009
Skills
Customer-focused service, Active listener, Presentations, Adobe Illustrator, Adobe PhotoShop, 20/20 Design Software, Client Relations Skills, Project Management, Office Management, Regulatory Compliance, Employee training, Staff Supervision, Performance Appraisals, Procedure Manuals
Education
Montgomery College 2014 — 2016
Associate of Arts and Sciences (A.A.S.), Interior Design
Community College of the Air Force
Associate of Arts and Sciences (A.A.S.), Airport Resource Management
Western International University
Bachelor of Science (B.S.), Business
La Z Boy Furniture July 2014 - May 2015
Vanguard September 2012 - January 2014
University of Phoenix March 2009 - August 2010
United States Air Force March 1989 - April 2009
Skills
Customer-focused service, Active listener, Presentations, Adobe Illustrator, Adobe PhotoShop, 20/20 Design Software, Client Relations Skills, Project Management, Office Management, Regulatory Compliance, Employee training, Staff Supervision, Performance Appraisals, Procedure Manuals
Education
Montgomery College 2014 — 2016
Associate of Arts and Sciences (A.A.S.), Interior Design
Community College of the Air Force
Associate of Arts and Sciences (A.A.S.), Airport Resource Management
Western International University
Bachelor of Science (B.S.), Business
Allison Stone's Vanguard Experience March 2007 - September 2007
Job MultiAsset Product Director Vice President at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein November 2013 - Present
AllianceBernstein April 2011 - November 2013
AllianceBernstein September 2007 - April 2011
Vanguard March 2007 - September 2007
Vanguard July 2005 - March 2007
Education
Cornell University 2001 — 2005
Bachelor of Science (B.S.), Applied Economics and Management
AllianceBernstein November 2013 - Present
AllianceBernstein April 2011 - November 2013
AllianceBernstein September 2007 - April 2011
Vanguard March 2007 - September 2007
Vanguard July 2005 - March 2007
Education
Cornell University 2001 — 2005
Bachelor of Science (B.S.), Applied Economics and Management
Ernesto Craig's Vanguard Experience March 2014 - Present
Job Financial Processor at Vanguard
Industry Financial Services
Experience
Vanguard March 2014 - Present
Discount Cab February 2011 - Present
The Salvation Army USA 2012 - 2012
Discount Cab 2011 - 2012
Skills
Marketing, Time Management, Data Entry, Account Planning, Microsoft Office, Microsoft Word, Outlook, Training, Team Building, Microsoft Money, Cision, Ticket Sales, Leadership, Public Speaking, Customer Service, Call Centers, PowerPoint, Sales, Microsoft Excel
Education
Grand Canyon University 2014 — 2016
Master of Business Administration (M.B.A.)
University of Phoenix 2011 — 2013
Bachelor of Science (BS), Finance, General
Community College of Allegheny County 2002 — 2005
Associate's degree, General Studies
Kingston College
Vanguard March 2014 - Present
Discount Cab February 2011 - Present
The Salvation Army USA 2012 - 2012
Discount Cab 2011 - 2012
Skills
Marketing, Time Management, Data Entry, Account Planning, Microsoft Office, Microsoft Word, Outlook, Training, Team Building, Microsoft Money, Cision, Ticket Sales, Leadership, Public Speaking, Customer Service, Call Centers, PowerPoint, Sales, Microsoft Excel
Education
Grand Canyon University 2014 — 2016
Master of Business Administration (M.B.A.)
University of Phoenix 2011 — 2013
Bachelor of Science (BS), Finance, General
Community College of Allegheny County 2002 — 2005
Associate's degree, General Studies
Kingston College
Nicholas Luciano, CIMA®'s Vanguard Experience 2004 - 2005
Job Portfolio Oversight Manager
Industry Investment Management
Experience
U.S. Trust 2015 - Present
U.S. Trust 2010 - 2015
St. Clair CPA Solutions 2006 - 2010
Ocean City Financial Group 2005 - 2006
Vanguard 2004 - 2005
Skills
Investments, Asset Management, Equities, Fixed Income, Financial Analysis, Alternative Investments, Wealth Management, Asset Allocation, Hedge Funds, Mutual Funds, Portfolio Management, Investment Strategies, Investment Management, Investment Advisory
Education
Creighton University
Master's degree, Finance
East Carolina University
Bachelor's degree, Psychology
U.S. Trust 2015 - Present
U.S. Trust 2010 - 2015
St. Clair CPA Solutions 2006 - 2010
Ocean City Financial Group 2005 - 2006
Vanguard 2004 - 2005
Skills
Investments, Asset Management, Equities, Fixed Income, Financial Analysis, Alternative Investments, Wealth Management, Asset Allocation, Hedge Funds, Mutual Funds, Portfolio Management, Investment Strategies, Investment Management, Investment Advisory
Education
Creighton University
Master's degree, Finance
East Carolina University
Bachelor's degree, Psychology
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments