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
Vanguard August 2015 - Present
Denison University August 2014 - May 2015
Brown Brothers Harriman June 2014 - August 2014
U.S. House of Representatives May 2013 - August 2013
Skills
Spanish, Social Media, Qualitative Research, Political Science, Higher Education, Econometrics, Critical Thinking, Community Outreach, Trivia, International Relations, Policy Analysis, Politics, Foxtrot, Public Policy, Microsoft Office
Education
Denison University 2011 — 2015
Bachelor's Degree, Economics
Universitat d'Alacant 2014 — 2014
Spanish and Iberian Studies
Bexley High School 2008 — 2011
Lincoln Financial Advisors June 2015 - Present
Trinity Health November 2014 - Present
Vanguard March 2014 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop
Education
Delaware County Community College 1993 — 1995
Associate's degree, Social Work
Northern Trust Corporation April 2014 - Present
Northern Trust Corporation July 2012 - April 2014
The Vanguard Group March 2011 - February 2012
Vanguard January 2009 - March 2011
Vanguard January 2008 - January 2009
Vanguard November 2006 - January 2008
Skills
Mutual Funds, Investments, Equities, Portfolio Management, Securities, Bloomberg, Financial Services, Fixed Income, Asset Allocation, Strategic Financial..., Series 63, Series 7
Education
Western Washington University 2002 — 2004
DePaul University
CFP Program
Vanguard January 2015 - Present
Vanguard April 2014 - January 2015
Vanguard June 2012 - April 2014
DePauw University April 2011 - June 2012
Skills
Android, Android Development, Mobile Applications, Lua, Corona SDK, Groovy, iOS, iPad, iPhone, Selenium
Education
DePauw University 2008 — 2012
Bachelor of Arts (B.A.), Computer Science
Teva Pharmaceuticals April 2015 - Present
AmerisourceBergen August 2013 - March 2015
Penn Medicine November 2010 - August 2013
PMA Insurance Group June 2008 - October 2010
Vanguard January 2007 - June 2008
Skills
Microsoft Excel, Outlook, Access, Essbase, Hyperion Planning, Microsoft Word, Oracle General Ledger, Lawson General Ledger, Lotus Notes, PowerPoint, Hyperion Reports, PeopleSoft Financial, Variance Analysis, Financial Analysis, Accruals, Financial Forecasting, Budgets, Journal Entries, Bank Reconciliation, Banking, Project Accounting, General Ledger, Expenses, Financial Reporting, Financial Modeling, Ad Hoc Reporting, Vlookup, Financial Variance..., Pivot Tables, Crystal Reports, Treasury, SAP, Finance
Education
Strayer University-Pennsylvania 2010 — 2012
Master of Business Administration (MBA), Finance, General, GPA 3.9
Delaware Valley College 2001 — 2006
Bachelor's degree, Financial Services, GPA 3.9
Vanguard June 2013 - Present
Cecil College, MD September 2007 - Present
DesignDesign, Inc. January 2006 - June 2013
Zoo Productions 2004 - 2009
TL Creative Group 2002 - 2009
Disc Makers August 2002 - December 2005
Power Design February 2000 - July 2002
Disc Makers June 1996 - January 2000
Skills
Graphic Design, Web Design, Web Development, Brand Developement, Packaging, Marketing Communications, Email Marketing, Social Media Marketing, Marketing Strategy, HTML, CSS, Logo Design, Brand Development, Flash, Mac, Photoshop, Motion Graphics, Dreamweaver, Interaction Design
Education
Tyler School of Art 1994 — 1996
BFA, Graphic Design
Delaware County Community College 1992 — 1994
Associate's degree, Graphic Design
Vanguard June 2011 - Present
Vanguard April 2010 - June 2011
Rebman Commercial Cleaners April 2008 - February 2011
Vanguard December 2007 - April 2010
Citizens Bank June 2005 - July 2007
Education
Immaculata University 2010 — 2012
B.A., Financial Management
Delaware County Community College 2000 — 2003
A.S., Business Administration
Customers Bank March 2015 - Present
Vanguard October 2014 - February 2015
Brink’s August 2012 - October 2013
Wachovia, A Wells Fargo Company March 2011 - January 2012
Wachovia Bank - A Wells Fargo Company December 2006 - March 2011
Wachovia Bank, N.A. June 2005 - December 2006
Wachovia Bank September 2001 - June 2005
Allied Banking Corporation 1994 - 2000
Skills
Treasury Management, Banking, Relationship Management, Treasury Services, Management, Customer Service, Sales, Customer Satisfaction, Cross Selling, Cash Management, Finance, Treasury, Leadership, ACH, Risk Management, Consultative Selling..., Loans, Process Improvement, Microsoft Excel, CRM, Business Analysis, Strategy, Account Management, Cold Calling
Education
De La Salle University 1990 — 1995
Bachelor's Degree
State Farm August 2015 - Present
University of Illinois at Urbana-Champaign August 2014 - Present
Vanguard May 2015 - July 2015
Meyer Capel P.C. August 2013 - May 2015
Journal of Law, Technology, and Policy August 2013 - May 2015
United States District Court of the Central District of Illinois May 2013 - August 2013
Teach For America / AmeriCorps / Marvell High School August 2008 - July 2012
Teach For America / AmeriCorps / Reagan High School June 2008 - July 2008
Delta Sigma Phi Fraternity-Alpha Alpha Chapter May 2006 - December 2007
Office of Illinois State Senator Mike Frerichs June 2007 - August 2007
Skills
Leadership, Analytical Reasoning, Public Speaking, Meeting Management, Communication, Negotiations, Argumentation, Listening, Writing, Editing, Research, Due Diligence, Document Review, Document Drafting, Finance, Strategy, Statistical Data..., Microsoft Excel, Pivot Tables, PowerPoint, Microsoft Word, Organizational Design, Social Capital, Process Improvement, Community and Economic..., Sustainability, Cross-cultural..., Teaching, Curriculum Design, Event Organization, Virtual Teamwork, Westlaw, LexisNexis, Bloomberg Law, Morningstar Direct, Bloomberg, CreditEdge, Matlab, Mergers & Acquisitions, Microsoft Office, Community Outreach, Legal Research, Corporate Law, Management, Nonprofits, Data Analysis, Analysis, Event Planning, Social Media, Customer Service
Education
University of Illinois at Urbana-Champaign - College of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance & Strategy
University of Illinois College of Law 2012 — 2016
Juris Doctor (J.D.), Law
Delta State University 2009 — 2012
Master of Science
University of Illinois at Urbana-Champaign 2004 — 2008
Bachelor of Arts in Liberal Arts and Sciences
Vanguard May 2014 - Present
Vanguard January 2011 - May 2014
Vanguard January 2008 - December 2010
The University of Arizona March 2006 - December 2007
The University of Arizona October 2004 - March 2006
Skills
Data Analysis, Critical Thinking, Creative Problem Solving, Problem Management, Collaborative Problem..., Networking, Presentation Design, Microsoft Office, Employee Engagement, Employee Training, Quality Assurance, Highly detail oriented, Organization &..., Service Evaluation, Customer Satisfaction, Leadership, Problem Solving, CRM, Finance, Financial Analysis, Customer Service
Education
University of Arizona 2004 — 2007
Bachelor of Arts (B.A.), Psychology
Delaware State University 2006 — 2006
Glendale Community College 2004 — 2004
Vanguard June 2015 - Present
General Nutrition Center January 2011 - May 2015
Kaplan Test Prep October 2010 - June 2012
Skills
Finance, Personal Finance, Investments, Microsoft Office, Leadership, Public Speaking, Customer Service
Education
West Chester University of Pennsylvania 2010 — 2012
Bachelor of Science (BS), Psychology
Delaware County Community College 2008 — 2010
Associate's Degree, Psychology
Vanguard April 2013 - Present
OfficeMax 2004 - 2012
Foot Locker 2001 - 2004
Skills
Payroll, Budgets, Visual Merchandising, Loss Prevention, Sales, Profit, Store Management, Succession Planning
Education
University Of Phoenix 2007 — 2009
Masters, Accounting, 3.65
Davis and Elkins College 1995 — 1999
BS, Marketing, 3.00
Vanguard April 2010 - Present
Vanguard April 2008 - April 2010
Vanguard April 1996 - April 2008
Vanguard April 1988 - April 1996
Vanguard April 1983 - April 1988
Skills
Relationship Management, Financial Services, Mutual Funds, Project Management, Process Improvement, Series 6, Series 63, Business Analysis, Equities, Vendor Management, Program Management, Financial Analysis, Business Process..., Leadership, Risk Management, Investments
Education
Delaware County Community College
Vanguard July 2014 - Present
Trident Land Transfer May 2005 - April 2007
Golden Abstract Sevices October 2004 - May 2005
Garnet Valley Abstract Company February 2002 - October 2004
County Abstract Company April 1996 - February 2002
Eastern Counties Abstract Company April 1988 - September 1995
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Customer Service, Organization, Auditing, Problem Solving, Training
Education
West Chester University of Pennsylvania 2012 — 2014
Bachelor of Science (B.S.), Finance and Minor Accounting
Delaware County Community College 2011 — 2012
Associates of Applied Science, Business Administration and Management, General
Carrabba's Italian Grill December 2005 - Present
SEI January 2014 - May 2014
Vanguard September 2013 - December 2013
Randstad at Vanguard January 2013 - September 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, SAP, Spanish, PowerPoint, iPhone, Leadership, Outlook, Data Entry, Inventory Management, Training, Retail, Telephone Skills, Sales, Financial Analysis, Social Media, Finance, CRM, Customer Service, Time Management, Investments, Teamwork, Facebook
Education
Delaware County Community College 2015 — 2015
Certified Nursing Assistant, Registered Nursing/Registered Nurse
West Chester University of Pennsylvania 2009 — 2011
Bachelor's degree, Finance and Economics
Delaware County Community College 2006 — 2009
Associate of Science (A.S.), Business Administration and Management, General
Vanguard June 2014 - Present
Affinity Wealth Management, Inc. February 2013 - August 2013
Dairy Queen February 2008 - September 2011
Skills
Microsoft Excel, Morningstar, Microsoft Word, Microsoft Office, Strategic Financial..., Financial Planning, Advisor CRM, Series 7, Series 63
Education
Temple University 2012 — 2014
Bachelor of Business Administration (BBA), Finance, General
Delaware County Community College 2010 — 2012
Associate of Science (AS), Business Administration and Management, General
Vanguard May 2015 - Present
WSFS Wealth Investments at WSFS Bank March 2000 - May 2015
Delaware Air National Guard 1997 - 2005
First USA January 1999 - March 2000
Skills
Mutual Funds, Investments, Financial Advisory, Banking, Portfolio Management, Financial Services, Retail Banking, Credit, Loans, Fixed Annuities, Series 7, Equity Trading, Brokerage, Investment Advisory, Series 63, Strategic Financial..., Investment..., Variable Annuities, Indexed Annuities, Retirement, Life Insurance, Management, Securities, Asset Management, Equities, Bonds, Wealth Management, Small Business Lending, Commercial Lending, Consumer Lending, Retirement Planning
Education
The American College 2013 — 2015
ChFC, Financial Planning and Services
Defense Information School (DINFOS - Dept of Defense) 1997 — 1998
Graphic Design Certification, Visual Communications
Delaware Technical and Community College-Stanton-Wilmington
Business and Statistics, Technical Writing, Economics
Deloitte July 2015 - Present
Deloitte January 2014 - Present
J.P. Morgan June 2013 - January 2014
Vanguard May 2012 - August 2012
Delaware State University May 2011 - May 2012
PwC June 2010 - August 2011
Delaware State University January 2010 - May 2011
Skills
Accounting, Bookkeeping, QuickBooks, Income Tax, Tax, Tax Preparation, Financial Accounting, Tax Returns, Financial Reporting, Accounts Payable, Microsoft Excel, Auditing, Peachtree, Accounts Receivable, Account Reconciliation, Journal Entries, General Ledger, Microsoft Word, Payroll, Corporate Tax, GAAP, Internal Audit, Microsoft Office
Education
Wilmington University 2012 — 2015
Master of Business Administration (M.B.A.)
Delaware State University 2008 — 2012
Bachelor of Science (B.S.), Accounting
St. Benedict's Prep 2004 — 2008
Vanguard August 2012 - Present
Vanguard 1996 - 2012
Penn Mutual 1984 - 1994
Skills
Linux, IBM Mainframe, JCL, VB.NET, Network Architecture, Print Management, Microsoft Office 2007, Variable Data Printing, Print On Demand, COBOL, Shell Scripting, Training, Leadership, Information Technology
Education
Widener University 1974 — 1980
Associate of Arts and Sciences (AAS), Information Technology
Delaware County Community College 1968 — 1970
Associate's degree, General Studies
Vanguard July 2012 - Present
Huntington Learning Center January 2012 - July 2012
FAA May 2009 - August 2009
Skills
Java, SQL, C#, Databases, Microsoft Office, C/C++, XML, JavaScript, Eclipse, Microsoft SQL Server, C++, Unix, Software Development, Visual Studio, Oracle, MySQL, Data Analysis, PowerPoint, Microsoft Excel, Research, Microsoft Word, XHTML
Education
Villanova University 2013 — 2016
Master of Business Administration (M.B.A.)
New Jersey Institute of Technology 2010 — 2011
Master's, Applied Mathematics
Delaware State University 2006 — 2010
BA, Mathematics with Computer Science Emphasis
Vanguard April 2015 - Present
Vanguard November 2014 - April 2015
Vanguard August 2013 - November 2014
Northwestern Mutual March 2013 - June 2013
University of California, Riverside April 2012 - June 2013
Skills
Teamwork, Leadership, Microsoft Office, Social Media, Creative Problem Solving, Financial Analysis, Data Analysis, Time Management, Access, Finance
Education
University of California, Riverside 2011 — 2013
Bachelor of Science (B.S.), Business Administration, Financial Economics, Cum Laude
De Anza College 2009 — 2011
Central Piedmont Community College October 2008 - Present
Unique Learning Concepts May 2000 - Present
Vanguard August 1998 - October 2006
Skills
Mathematics, Testing, Teaching, Tutoring, Science, Chemistry, Statistics, Homeschooling, Curriculum Development, Higher Education, Curriculum Design, Grant Writing, Staff Development, Program Development, Training, Customer Service, Leadership, Management, Microsoft Office, Team Building, Research, Public Speaking
Education
Strayer University-North Carolina 2005 — 2006
Master of Business Administration (MBA), Marketing
Davidson College 1994 — 1998
Bachelor of Science (BS), Biology, General
FedEx Office March 2009 - Present
The Englewood Company 2003 - 2009
Greater Phila. Church of Christ 1992 - 2009
Vanguard 2001 - 2003
Valley Forge Military Academy & College 1997 - 2003
Skills
Digital Printing, Print Management, Wide Format Printing, Offset Printing, Variable Data Printing, Direct Mail, Color Management, Banners, Customer Service, Sales, Customer Satisfaction, Account Management
Education
Harcum College 1989 — 1991
Educational Psychology
LMHS 1985 — 1989
Delaware County Community College
Education/Psychology
Vanguard June 2014 - Present
Vanguard March 2013 - June 2014
The Vanguard Group July 2011 - March 2013
The Vanguard Group February 2010 - July 2011
The Vanguard Group May 2008 - February 2010
The Vanguard Group April 2007 - May 2008
Apria Healthcare - (Apria Pharmacy Network) March 2006 - April 2007
Apria Healthcare - (Apria Pharmacy Network) May 2005 - March 2006
Skills
Mutual Funds, Investments, Finance, Training, Relationship Management, CRM, Series 63, Insurance, Retirement, Coaching, New Business Development, Microsoft Excel, Process Improvement, Customer Service, Microsoft Office, Call Centers, Business Development, Call Center, Financial Analysis, Data Analysis, Adobe Connect, Leadership, Financial Services, Project Management, Retirement Planning, Financial Planning, Operations Management, Series 6, Analysis, Management, Sales
Education
Kaplan University 2014 — 2015
Financial Planning Education Program, Financial Planning and Services
Strayer University 2008 — 2013
Bachelor of Business Administration, Management
Delaware County Community College 2002 — 2006
Associate of Business Administration, Finance
Vanguard April 2015 - Present
Vanguard January 2014 - Present
Lupus Foundation of America January 2000 - Present
Urban Outfitters June 2012 - December 2013
Anthropologie November 2010 - June 2012
Kistler-Tiffany Advisors May 2010 - September 2010
America Reads May 2009 - May 2010
Mari Dolby Interiors May 2009 - August 2009
Skills
Sales
Education
Denison University 2006 — 2010
B.A., Studio Art, Art History
State Street December 2013 - Present
Vanguard April 2012 - December 2013
DWS Investments March 2006 - March 2012
DWS Scudder 2002 - 2005
Skills
Portfolio Management, Series 63, Series 7, Mutual Funds, Series 6, Alternative Investments, 401k, Wealth Management, Asset Management, Asset Allocation, Investments, Insurance
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2008
MBA with Distinction, General Business and Leadership & Change Management
Knox College 1996 — 2000
Bachelors, Economics and French
Comcast November 2013 - Present
Rodale May 2010 - November 2013
Vanguard June 2007 - May 2010
Imirage 2005 - 2006
Imirage 2005 - 2006
Imirage 2005 - 2006
Skills
Mobile Technology, Software Project..., Enterprise Software, Content Management, Workflow Management, Web Development, IT Management, SQL, Mobile Applications, Web Applications, Project Management, Scrum, Agile Methodologies, Software Development, Management, SDLC, Leadership, Enterprise Architecture, Requirements Analysis, XML, Oracle
Education
DeSales University 2008 — 2014
MBA, IT Management
Kutztown University of Pennsylvania 2007 — 2008
MS, Computer Science
Kutztown University of Pennsylvania 2003 — 2007
BS, Computer Science
Pocono Medical Center March 2010 - Present
Sica Computer Services January 1998 - Present
Hilton Worldwide July 2009 - December 2009
Vanguard May 2007 - February 2009
Celanese December 2004 - June 2006
Best Buy October 2001 - November 2004
DeSales University 1999 - 2002
Skills
Lotus Domino, Active Directory, Network Administration, Netbackup, Windows Server 2003, Windows Server 2008, Trend Micro, Print Servers, Microsoft Exchange 2010, VMware, Quest Notes Migrator..., Cisco Ironport, Barracuda SPAM Filtering, Barracuda Email..., Troubleshooting, DNS, System Administration, Blackberry Enterprise..., Lotus Notes, Microsoft Exchange, VPN, Windows Server, Servers, Citrix, Ironport, Microsoft Certified..., Cisco Technologies, VMware ESX, Security, SharePoint, Microsoft SQL Server, Microsoft ActiveSync, iPhone, Group Policy, CompTIA A+ Certification, Bluecoat Proxies, DHCP, IIS, Managed Print Services, WSUS, vSphere, XP, Networking, Windows XP, Laptops, Technical Support
Education
Lehigh Carbon Community College 2011 — 2012
Network Technologies, 4.0
DeSales University 1998 — 2003
BS, Computer Science
Freedom High School 1994 — 1998
Vanguard November 2010 - Present
Bank of America July 2008 - August 2010
Etrade Financial March 2007 - July 2008
Education
De La Salle University 1981 — 1986
Bachelors, Economics and Business Management
Vanguard July 2015 - Present
DePaul University Writing Center September 2014 - June 2015
TRAINology Fitness September 2014 - May 2015
Freelance Film Production September 2010 - May 2015
Skills
Research, Customer Service, Sales, Critical Thinking, Cinematography, Film Production, Analysis, Photography, Event Planning
Education
DePaul University 2011 — 2015
Digital Cinema Prtoduction, Senior
WELD Atlantis Dual Degree 2013 — 2014
International Business Administration
Vanguard January 2012 - Present
Cabrini College March 2011 - September 2011
Travel Needs May 2005 - February 2011
Trans American Jewelry Co October 1997 - December 2004
IndiGo (InterGlobe Aviation Ltd) August 1991 - January 1997
Skills
Microsoft Office, Event Management, Access, Project Management, SharePoint, Adobe Acrobat, Business Intelligence, Cognos, Customer Service, Data Analysis, Event Planning, Hospitality, Microsoft Excel, Management, Microsoft Word, PowerPoint, Process Improvement, Risk Management, Siebel 7.x, Strategic Planning, Team Building, Time Management, QuickBooks
Education
Delhi University 1988 — 1990
Master's Degree, Sociology
Delhi University 1985 — 1988
Bachelor's Degree, Sociology
Independent Contracting July 2010 - Present
Vanguard October 2000 - July 2010
Summit Bank June 1999 - August 2000
The Franklin Mint Store February 1996 - June 1999
Wayne Toy Town April 1989 - February 1996
Skills
Personal Finance, IRAs, Benefits Administration, Qualified Retirement..., Project Management, Retirement Planning, 401k Rollovers, 401k, Customer Service, Employee Training, Event Management, Marketing, Time Management, Management, Photography, Data Analysis, Public Speaking, Microsoft Excel, Facebook, Event Planning, Access, Sales, Insurance, Process Improvement, Nonprofits, Editing, Microsoft Office, Microsoft Word, Photoshop, PowerPoint, Social Networking, Copywriting, Advertising, Leadership, Risk Management, Strategic Planning, Series 63, Series 6, Events, Business Analysis, System Administration, Outlook
Education
La Salle University 1982 — 1986
Communication and Media Studies
Delaware County Community College 1982 — 1982
Liberal Arts and Sciences/Liberal Studies
Rockwell Collins July 2015 - Present
wckdDev August 2012 - July 2015
Temple University August 2014 - December 2014
Vanguard June 2014 - August 2014
Soliant Consulting June 2013 - August 2013
Delaware County Community College January 2012 - May 2012
Skills
PHP, Android, Visual Studio, Java, C, C++, Python, Visual Basic, Git, MySQL, Zend Framework, Zend Server, Android Development, Eclipse, HTML, CSS, JavaScript, Matlab, Windows, Linux, Mac OS
Education
Temple University 2013 — 2015
Bachelor of Science (B.S.), Computer Science, Summa Cum Laude
Delaware County Community College 2011 — 2012
Associate of Science (A.S.), Computer Information Systems, High Honors
Deloitte Consulting 2012 - Present
Vanguard 2013 - 2015
Vanguard 2013 - 2015
Aon Hewitt 2008 - March 2012
Hewitt Associates July 2006 - June 2008
Hewitt Associates January 2006 - April 2006
Hewitt Associates January 2005 - January 2006
Hewitt Associates 2002 - 2005
Skills
Employee Benefits, Benefits Administration
Education
Keller Graduate School of Management of DeVry University 2010 — 2014
DePaul University 1998 — 2002
Bachlors of Science, Business Management
Artech Information Systems January 2015 - Present
Judge October 2014 - Present
PPT Consulting February 2014 - October 2014
MedRisk, Inc. November 2011 - November 2013
The Gerrow Group April 2010 - November 2011
Pfizer Pharmaceuticals (formerly Wyeth Pharmaceutucals) January 2007 - April 2010
Pfizer Pharmaceuticals (formerly Wyeth Pharmaceuticals) January 2004 - January 2007
Vanguard December 1999 - August 2002
Advanta (Leasing Division) January 1999 - December 1999
Skills
Business Analysis, Risk Management, Management, Help Desk Support, System Monitoring, Vendor Management, Process Improvement, Project Management, Change Management, Disaster Recovery, Process Redesign, Security, IT Management, Software Documentation, SDLC, ITIL, Leadership, Program Management, Six Sigma, Business Process, Analysis, Testing, Team Leadership, IT Strategy
Education
Immaculata University 2006 — 2010
Organizational Dynamics/Dynamics of Human Performance Management
Delaware County Community College
New York Institute of Finance
Professional Development:
Assisi House September 2013 - Present
Assisi House September 2011 - May 2013
Vanguard February 2008 - July 2011
Vanguard November 2005 - February 2008
Av International June 2003 - November 2005
Av International October 2002 - June 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Vital Signs, Claim, Insurance, Typing, Fax, Customer Service, Customer Satisfaction, Blood Pressure, Glucose Testing, Project Management, Finance, Nursing Care, Nursing Homes, Geriatric Nursing, Nursing Process, Direct Patient Care, Quality Patient Care, Highly Dedicated, Dedicated Professional, Dedicated to work, Time Management, PowerPoint, English
Education
West Chester University of Pennsylvania 2013 — 2014
Bachelor's Degree, Registered Nursing/Registered Nurse, 4.0
Delaware County Community College 2011 — 2013
Associate's Degree, Registered Nursing/Registered Nurse, 3.0
Lock Haven University of Pennsylvania 1997 — 2001
Bachelor's Degree, Psychology, 3.2
Upper Darby High School
Upper Darby High School
Trion Group, a Marsh & McLennan Agency, LLC Company September 2013 - Present
Church of the Good Samaritan June 1996 - June 2014
MedRisk, Inc. June 2013 - September 2013
Independence Blue Cross November 2007 - February 2013
Vanguard August 2007 - October 2007
Lowe's Home Improvement January 2006 - August 2007
Pfizer August 2005 - December 2005
Schreiber Pediatric Rehabilitation Center January 2004 - May 2004
Skills
Healthcare, Call Centers, Health Insurance, Customer Retention, Software Documentation, HIPAA, Customer Experience, Customer Satisfaction, Product Marketing, Management, Customer Service, Employee Benefits, Newsletters, Microsoft Word, Outlook, Insurance, Leadership, Microsoft Excel, Microsoft Office, Process Improvement
Education
Millersville University of Pennsylvania 2003 — 2005
Bachelors, Communications - Public Relations
Delaware County Community College 2001 — 2003
Associates Degree, Communication
Vanguard May 2014 - Present
PNC September 2013 - May 2014
Alliance Bank November 2012 - September 2013
Skills
Banking, Commercial Banking, Retail Banking, Cash Management, Customer Service, Cross Selling, Branch Banking, Finance, Core Banking, Deposits, Treasury Management, Small Business Lending, Credit, Loans, Loan Origination, Internet Banking, Credit Risk, Risk Management, Credit Cards
Education
Delaware County Community College 2008 — 2010
Pennsylvania College of Technology 2006 — 2007
Civil Engineering
Citi May 2014 - Present
J.P. Morgan - Chase Private Client April 2011 - September 2013
COUNTRY ® Financial May 2010 - July 2011
Vanguard March 2008 - May 2010
Skills
Financial Services, Banking, Wealth Management, Relationship Management
Education
Davenport University 2005 — 2007
Bachelor's Degree, Business Administration
Call Center Connect July 2012 - Present
Baker Industries April 2009 - Present
Vanguard October 2009 - April 2010
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Customer Service, Access, Nonprofits, Event Planning, Facebook, Social Media
Education
University of Phoenix 2012 — 2013
Delaware County Community College 1997 — 1998
Accounting and Business/Management
Vanguard August 2013 - Present
Vanguard July 2011 - August 2013
Vanguard June 2010 - July 2011
Peace, Love, Art & Yoga May 2010 - May 2011
Project Management Institute May 2009 - September 2009
Skills
Fund Accounting, Corporate Actions, Bloomberg Terminal, Indexing, Data Analytics, Social Return on..., Small Business Marketing, BaNcs Systems, Social Entrepreneurship, Social Media Strategist, Small Business..., Strategic Thinking, Microsoft Excel, Minitab, SPSS, Evolutionary Psychology, Human Behavior, Leadership, Management, Change Management, Supervising, Social Media Marketing
Education
DeSales University 2012 — 2014
Master of Business Administration (MBA), Finance, General
West Chester University of Pennsylvania 2006 — 2010
Bachelor of Science (B.S.), Finance, General
West Chester University of Pennsylvania 2006 — 2010
Bachelor of Science (B.S.), Economics
Vanguard January 2013 - Present
Nobel Learning Communities February 2012 - August 2012
Chemical Equipment Labs January 2008 - January 2009
Excel Micro May 2007 - December 2007
Circuit City May 2001 - December 2007
UPS January 1998 - January 2000
Skills
A+ Certified, SQL, HTML, Microsoft Office, C++, Perl, Network Architecture, Java, Windows Server 2008 R2, Windows Server, Technical Support
Education
Pennsylvania State University 2008 — 2012
Bachelor of Science, Information Science and Technology
Delaware County Community College 1998 — 2000
Associates, Computer Science; Information Technology, Network Engineering
Vanguard April 2013 - Present
The Prudential Insurance Company of America November 2010 - November 2012
Morgan Stanley Smith Barney November 2009 - March 2010
The Home Depot December 1993 - October 2009
The Home Depot December 1993 - October 2009
Skills
Employee Engagement, Inventory Management, Merchandising, Customer Satisfaction, Inventory Control, Visual Merchandising, Sales Management, Forecasting, Team Building, Store Management, Team Leadership, Strategic Planning, Budgets
Education
Delaware Valley College 2000 — 2004
Bachelor of Science, Business Administration
Chase - Customer Communications November 2012 - Present
PNC - Asset Management Group August 2011 - November 2012
JPMorgan Chase January 2011 - July 2011
JPMorgan Chase May 2005 - December 2010
JPMorgan Chase May 2002 - April 2005
JPMorganChase / BankOne February 2001 - May 2002
JPMorgan Chase / WingspanBank July 1999 - February 2001
JPMorgan Chase/ First U.S.A Bank July 1997 - July 1999
Vanguard March 1996 - July 1997
Pep Boy's Inc June 1996 - May 1997
Skills
Process Engineering, Application Architecture, Business Process, Management, Operations Management, Development Management, Analytical Skills, Troubleshooting, Problem Analysis, Problem Solving, Workflow Management, Team Building, Team Leadership, Team Management, Program Management, Project Management, Technologists, Operating Budgets, Budgetary Control, Project Estimation, Business Process..., Banking, Analysis, Enterprise Software, Enterprise Architecture, Unix, Financial Services, Business Analysis, Vendor Management, IT Operations, SDLC
Education
Delaware County Community College 1987 — 1988
Elective courses in business and marketing
Widener University 1985 — 1987
Courses in Mathematics and Accounting
Saint James Catholic High School 1981 — 1985
High School Diploma, College Prep
Superfresh Food Markets May 2000 - September 2015
Superfresh Food Markets February 1999 - May 2000
Superfresh Food Markets January 1998 - January 1999
Superfresh Food Markets January 1997 - January 1998
Superfresh Food Markets January 1996 - January 1997
Vanguard June 1995 - January 1996
Superfresh Food Markets May 1987 - January 1996
Skills
Store Management, Retail, Microsoft Office, Customer Service, Inventory Management, Microsoft Excel, Leadership, Microsoft Word, Research, Time Management, Access, Sales, Customer Satisfaction, Training, Merchandising, Management
Education
West Chester University of Pennsylvania 1993 — 1995
Bachelor's degree, Bisiness
Delaware County Community College 1989 — 1992
Associate's degree, Business Administration and Management, General
Vanguard July 2015 - Present
Tri-State Technology Professionals February 2013 - March 2015
Independence Blue Cross January 2012 - February 2013
Pfizer Pharmaceuticls August 2011 - February 2012
Sapphire Technology November 2010 - July 2011
Comcast Cable August 2008 - November 2010
Skills
Help Desk Support, Laptops, XP, Software Installation, System Deployment, Active Directory, Technical Support, Troubleshooting, Servers, A+ Certified, Windows 7, Computer Hardware, Blackberry Enterprise..., Disaster Recovery, DNS, Printers, Software Documentation, Network Engineering, CompTIA A+, Networking, Windows XP, SharePoint
Education
Delaware County Community College 2004 — 2006
Information Technology
Temple University 1974 — 1978
Business Administration
John Bartram High School
Vanguard June 2014 - Present
D.M. Kelly Masonry, LLC September 2007 - Present
Vanguard June 2012 - June 2014
Vanguard January 2011 - June 2012
Premier Designs, Inc December 2009 - 2012
NBC Television Sales & Mktg December 1997 - May 2005
Skills
Public Relations, Social Media Marketing, Social Media, Event Planning, Public Speaking, Brokerage, Series 7, Series 63, Project Management, Microsoft Word
Education
Kutztown University of Pennsylvania 1994 — 1997
B.S., Communications
Delaware County Community College
Associate's degree, Liberal Arts and Sciences, General Studies and Humanities
United Methodist Children's Center August 2004 - Present
Uinted Methodist Children's Center May 1992 - July 1997
Karr-Barth Pension Administration Inc. December 1989 - May 1992
Vanguard December 1986 - December 1989
Education
Delaware County Community College 2008 — 2009
Certificate, Child Development
West Chester University of Pennsylvania 1982 — 1986
Bachelor of Arts (B.A.), Social Work
Philadelphia International Airport August 2015 - Present
Vanguard September 2014 - Present
McGrath Systems September 2013 - August 2014
Chicago Family Health Center September 2012 - August 2013
United States Environmental Protection Agency June 2011 - December 2011
Chicago Metropolitan Agency for Planning September 2010 - December 2010
Victorias Secret Stores September 2009 - September 2010
Obama Fellowship June 2008 - August 2008
Skills
Word, Excel, Event Management, Community Outreach, Spreadsheets, PowerPoint, Lotus Notes, Microsoft Office, Internet, Outlook Express, GIS, GIS software, SPSS, Public Speaking, Community Development, Research, Microsoft Word, Microsoft Excel, Editing, Leadership, Social Media, Analysis, Public Policy, Fundraising, Government
Education
DePaul University 2010 — 2012
Master, Public Administration
University of Rochester 2005 — 2009
Bachelor of Arts, Political Science
Virginia Asset Management March 2015 - Present
Vanguard May 2014 - March 2015
Calvert Investments May 2013 - August 2013
Education
Davidson College 2010 — 2014
Bachelor of Arts (B.A.), Economics
Banner Health April 2015 - Present
Vanguard September 2014 - January 2015
UPS - Business Developement July 2013 - June 2014
UPS August 2012 - July 2013
Orange County Government January 2011 - August 2011
Target August 2010 - January 2011
Walt Disney World January 2010 - August 2010
Amerigroup Corp August 2009 - November 2009
UPS - Occupational Health November 2007 - July 2008
Grady Health System November 2006 - November 2007
Skills
Time Management, Data Entry, Management, Microsoft Excel, PowerPoint, Customer Satisfaction, Invoicing, Databases, Logistics, Filing, Medical Records, Administration, Access, Security, Personnel Management, Insurance, Finance, Customer Service, Administrative..., Microsoft Office, Microsoft Word, Event Planning, Quality Management, Business Development
Education
University of Phoenix 2012 — 2014
Bachelors of Business, Concentration in Global Management, Junior
Dekalb Community College 2009 — 2009
Not Obtained, Computer Information Systems
Martin Luther King Jr. High School 2001 — 2005
H. S.Diploma
Vanguard June 2014 - Present
Vanguard September 2012 - August 2014
Vanguard July 2011 - September 2012
Merrill Lynch June 2010 - August 2010
Davidson College September 2009 - June 2010
Skills
PowerPoint, Public Speaking, Leadership, Microsoft Word, Project Management, Editing, Business Development, Training, Microsoft Excel, Finance
Education
Davidson College 2007 — 2011
Bachelor of Arts, Sociology/Ethnic Studies
Davidson College 2007 — 2011
Bachelor of Arts, Sociology; Ethnic Studies
Vanguard June 2012 - Present
Vanguard October 2010 - May 2012
Vanguard May 2009 - October 2010
Vanguard May 2007 - April 2009
Vanguard February 1999 - April 2007
Skills
•Project Management, Business Process..., •Proactive Team..., •Client Service &..., •Risk Mitigation, •Engaging Leadership..., •Complex Problem Solving, Project Management, Process Improvement, Management, Strategy, Risk Management, Data Analysis, Business Process, Strategic Planning, Leadership, Business Planning, Training, Software Documentation, Financial Services, Mutual Funds, Problem Solving, Relationship Management
Education
West Chester University of Pennsylvania 1996 — 1998
Bachelor of Science (BS), Business Administration and Management, General
Delaware County Community College 1994 — 1996
Business Administration, Business Administration and Management, General
SC Consulting, LLC February 2014 - Present
Miller's Insurance Agency, Inc. June 2015 - October 2015
CBI Group April 2014 - June 2015
Vanguard May 2013 - December 2013
Animas Corporation August 2011 - April 2012
AstraZeneca August 2010 - April 2011
The Julian Krinsky Group March 2007 - December 2008
ICS GROUP 2004 - 2007
ICS GROUP formerly Dayta Staffing January 1996 - May 2004
Skills
Onboarding, Recruiting, Performance Management, Human Resources, Employee Benefits, Training, Interviews, Change Management, New Hire Orientations, HR Policies, Applicant Tracking..., Employee Engagement, Workforce Planning, Internet Recruiting, Employee Training, Sourcing, Resume Writing, Temporary Placement, Employment Law, Job Descriptions, Employee Relations, Talent Management, Personnel Management, PeopleSoft, Screening, Organizational..., Analysis, Job Evaluation, HRIS, Talent Acquisition, Staffing Services, Hiring, Temporary Staffing, Screening Resumes, Technical Recruiting, Executive Search, HR Consulting, Contract Recruitment, Background Checks, Cold Calling, Permanent Placement, Training Delivery, Process Improvement, Customer Service, Payroll
Education
Villanova University 2006 — 2007
Certification, Human Resource Management
West Chester University of Pennsylvania 1992 — 1996
BA, Psychology / Sociology, Cum Lade
Delaware County Community College 1990 — 1991
Transfer to WCU, Business Administration and Management, General
Downingtown High School
Vanguard October 2000 - Present
Philadelphia Eagles Season Ticket Holder Advisory Board February 2011 - October 2014
Houlihan's Restaurants, Inc. September 1997 - September 2000
Thunderbird II June 1997 - October 1997
Joe's Deli and Sports Bar June 1994 - June 1997
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Teaching, Budgets, Public Speaking, Editing, Strategic Planning, Negotiation
Education
Immaculata University 2004 — 2006
Business Administration and Management, General
Delaware County Community College 1989 — 1991
Business Administration and Management, General
Vanguard April 2014 - Present
Vanguard December 2005 - April 2014
Merrill Lynch Investment Managers September 2003 - December 2005
Salans June 1997 - May 2003
U.S. Securities and Exchange Commission June 1995 - June 1997
Dechert May 1990 - June 1995
Education
George Washington University National Law Center 1987 — 1990
Doctor of Law (J.D.)
Dartmouth College 1982 — 1986
A.B.
Cardinal O'Hara High School (Springfield, PA) October 2014 - Present
St. Mary Magdalen School September 2011 - September 2014
Vanguard July 1989 - February 1996
Skills
Event Planning, Leadership, Microsoft Office, Organization Skills, PowerPoint, Microsoft Excel, Microsoft Word, Team Building
Education
Delaware County Community College 1988 — 1991
Liberal Arts and Sciences/Liberal Studies
Archbishop Prendergast High School 1983 — 1987
Bernstein Global Wealth Management May 2014 - Present
Avenue Kitchen May 2013 - May 2014
Vanguard November 2013 - January 2014
Bracket June 2012 - November 2013
EnvirsoSure, Inc August 2011 - December 2011
Delaware County's Brandywine Conference and Visitors Bureau June 2007 - August 2007
Grajek/McLaughlin Medical Transcription May 2005 - August 2007
Skills
Microsoft Office, Research, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, ArcGIS, Public Relations, Fundraising, Project Planning, Databases, Customer Service, Data Analysis, CRM, Time Management
Education
West Chester University of Pennsylvania 2009 — 2012
B.A. Geography, Urban and Regional Planning
Delaware County Community College 2006 — 2011
Communication Studies
Self-employed 2013 - Present
Vanguard April 1999 - March 2007
Phila, Suburbs and Delaware 1990 - 2000
Skills
Band, Stage, Lighting..., Promotions, Network Of Contacts, Hip Hop, R&B, Original Music, Individual Artists, large bands, Wedding Bands, cover bands, Rock & Roll, Celtic, Irish music, Acoustics, Small Bands, Blues Bands, Lyricist, Benefits, Music Festivals
Education
Archbishop John Carroll 1983 — 1986
Delaware County Community College
Vanguard October 2010 - Present
Fifth Third Bank, North Carolina June 2008 - July 2010
Fifth Third Bank, Tennessee May 2004 - June 2008
Fifth Third Bank, Butler County January 1986 - May 2004
Ffith Third Bank January 1986 - May 2004
Fifth Third Bank January 1986 - May 2004
Skills
Banking, Wealth Management, Investments, Investment Management, Retirement, Series 7, Leadership, Commercial Lending, Cross Selling, Finance, Financial Advisory, Financial Planners, Financial Services, Insurance, Loans, Management, Portfolio Management, Private Banking, Relationship Management, Risk Management, Securities, Strategic Financial..., Team Leadership, Financial Planning
Education
Kaplan Schweser 2015 — 2016
Certified Financial Planning (CFP) designation
DePauw University 1979 — 1983
Bachelors Degree, Economics
MicroStrategy October 1997 - December 2014
Oracle July 1994 - October 1997
Vanguard December 1991 - July 1994
Air Products and Chemicals August 1990 - December 1991
Accenture June 1988 - August 1990
Skills
Analytics, Enterprise Software, Big Data, Dashboard, SaaS, Analyst Relations, Product Marketing, Business Intelligence, ETL, Relationship Management, Integration, Relationship-building..., Cloud Computing, Business Analysis, OLAP, Business Analytics, Consulting, Data Integration, Data Warehousing, Strategy, CRM, Product Management
Education
Vanderbilt University - Owen Graduate School of Management 1986 — 1988
Master of Business Administration (MBA), Operations Management
Vanderbilt University 1982 — 1986
BS, Engineering Science
Deerfield Academy 1978 — 1981
Vanguard July 2014 - Present
West Chester University Academic Computing Center September 2012 - September 2013
Greater West Chester Chamber of Commerce November 2012 - May 2013
West Chester Business Improvement District November 2012 - May 2013
Skills
Customer Service, Needs Analysis, Leadership, Relationship Management, Data Entry, Time Management, Teamwork, Inventory Control, Telephone Skills, Microsoft Office
Education
West Chester University of Pennsylvania 2012 — 2014
Bachelor's degree, Economics and Finance, 3.34
Delaware County Community College 2010 — 2012
Associate's degree, Business Administration and Management, General
Robert Half - Office Team January 2014 - Present
Pharma-Bio Serv March 2013 - August 2013
The Judge Group January 2012 - December 2012
Michael Page Staffing October 2011 - December 2011
Contemporary Staffing/ PRO Physical Therapy July 2011 - August 2011
Randstad Work Solutions May 2011 - July 2011
Randstad Work SolutionsChadd's May 2010 - August 2010
Vanguard December 2006 - March 2009
Randstad Work SolutionsChad's June 2006 - December 2006
Village Charter School February 2006 - June 2006
Skills
Payroll, Interviews, Benefits Administration, College Recruiting, Training, Facebook, Human Resources, Databases, Networking, Permanent Placement, Research, Software Documentation, Account Management, Office Management, Management, Onboarding, Teaching, Temporary Staffing, Executive Search, New Hire Orientations, Applicant Tracking..., Contract Recruitment, Recruiting, Employee Relations, Employee Benefits, Internet Recruiting, Coaching, HRIS, Temporary Placement, Talent Acquisition, Sourcing, Staffing Services, Public Relations, Performance Management, Resume Writing, Business Networking, Talent Management, Cold Calling, Social Media, Team Building, Employee Engagement, Screening, Job Fairs, Screening Resumes, Customer Service, Advertising, Hiring, Benefits Negotiation, Administrative Work, Technical Recruiting
Education
Eastern University 2009 — 2011
BFA, Psychology/ Dance Studies
2004-2005Shippensburg University
Psychology
Delaware County Community College
Associate Degree, Psychology; Behavioral Science
Eastern UniversitySt. David
a Bachelors, Psychology and Dance Studies; Art
Vanguard July 2013 - Present
Randstad May 2013 - July 2013
Avalon/LanGCon English Academy, Bukgu Campus June 2012 - December 2012
Denison University September 2010 - May 2012
Denison University February 2010 - May 2012
Denison University Swim Team September 2010 - March 2012
Skills
Research, Critical Thinking, SPSS, Higher Education, Teaching, Curriculum Design, JavaScript, Python, HTML, CSS, Editing, Client Relations, Financial Services, Writing
Education
Denison University 2008 — 2012
Bachelor’s Degree, Art History, Criticism and Conservation
Vanguard July 2012 - Present
JSW Solutions January 2000 - Present
Ally Financial Inc. August 2011 - July 2012
Wachovia, A Wells Fargo Company May 2010 - August 2011
Air Products and Chemicals June 2007 - February 2010
Verizon August 1998 - June 2007
Bell Atlantic August 1978 - August 1998
Skills
Process Improvement, Business Analysis, Integration, Requirements Analysis, Software Development, Logistics, System Design, ITIL, Web Design, Inventory Control, Customer Relations, Report Generation, Analysis, Systems Analysis, Supply Chain Management, Warehousing, Documentation, Requirements Gathering, Web Development, Software Documentation, Customer Service, COBOL, Data Warehousing, SDLC, Visio, Testing, Access, Business Intelligence, Software Project..., Quality Assurance, Enterprise Software, SharePoint, Web Applications, XML, User Acceptance Testing, Business Requirements, CRM, Management, SAP, Visual Basic, Business Process
Education
Temple University 1980 — 1982
Accounting, Information Technology
University of Phoenix 2000 — 2004
Business Administration, Information Technology
Delaware Valley University 1976 — 1977
Chemistry
Vanguard November 2007 - Present
Vanguard 2014 - 2014
Vanguard June 2005 - November 2007
Vanguard September 2003 - June 2005
Macy's September 1991 - May 2000
Skills
Mutual Funds, 401k, Financial Services, Relationship Management, Retirement, Retirement Planning, Asset Allocation
Education
Penn State University 1998 — 2000
Bachelor of Arts, History
Delaware County Community College 1993 — 1996
Associates, Business Administration
Vanguard April 2014 - Present
Randstad March 2013 - April 2014
Balance Hair Spa June 2012 - September 2013
Applebee's April 2009 - December 2012
Ajilon Consulting September 1999 - January 2011
Ames Department Store 1997 - 1999
Thrift Drug 1993 - 1996
Skills
Technical Recruiting, Talent Acquisition, Applicant Tracking..., Recruiting, Internet Recruiting, Staffing Services, Sourcing, Vendor Management, Contract Recruitment, SDLC, Benefits Negotiation, Executive Search, Human Resources, Account Management, Staff Augmentation, Temporary Placement, Screening Resumes, Talent Management, Business Analysis, Employee Relations, Professional Services, Interviews
Education
West Chester University of Pennsylvania 2003 — 2009
Delaware County Community College 2000 — 2003
Business Administration
The Vanguard Group October 2005 - Present
Vanguard September 2000 - October 2005
Skills
Risk Management, Management, Series 6, Mutual Funds, Series 63, Pensions, Financial Services, Series 7, Relationship Management
Education
DeSales University 1994 — 1998
Bachelor of Arts (B.A.), Business/Corporate Communications
Vanguard September 2014 - Present
Vanguard November 2011 - September 2014
Vanguard April 2007 - November 2011
Vanguard November 2004 - April 2007
Randstad May 2004 - November 2004
Randstad December 2003 - May 2004
Answerthink 1998 - 2001
Prudential Service Company 1997 - 1999
Marciano Associates 1994 - 1996
OfficeMax 1991 - 1993
Education
Penn State University 2010 — 2013
MS, Information Sciences
Immaculata University 2003 — 2010
BA, Management - Information Technology
Delaware County Community College 1991 — 1992
None, Liberal Arts
BCBSSC September 2007 - Present
Vanguard December 1999 - September 2007
Micro Focus January 1997 - January 1999
Micro Focus January 1991 - January 1997
PDS January 1988 - January 1991
Education
Delaware Valley University 1998 — 2002
Vanguard January 2012 - Present
The School Without Walls December 2012 - October 2014
Fred Alger Management August 2001 - January 2012
MFS Investment Management August 1998 - August 2001
Skills
Mutual Funds, Asset Management, Investments, Series 7, Asset Allocation, Alternative Investments, Series 63, Equities, Wealth Management, Marketing, Investment Advisory, Separately Managed..., Sales, Investment Strategies, New Business Development, Portfolio Management, Fixed Income, Retirement Planning, Direct Marketing
Education
Kenyon College 1994 — 1998
Bachelor's degree, English Language and Literature/Letters
Deerfield Academy
University of Pennsylvania - The Wharton School
Certified Investment Management Analyst (CIMA®)
Vanguard August 2012 - Present
Accenture November 2005 - April 2012
Waterfield Financial 2002 - 2004
Dan River Inc. 1996 - 1997
Skills
Requirements Analysis, Visio, SDLC, ERP, Business Analysis, Risk Management
Education
Delhi University
Purdue University
B.S, Computer Science
Virginia Polytechnic Institute and State University
Vanguard July 2013 - Present
Vanguard May 2011 - July 2013
Vanguard June 2008 - May 2011
Vanguard June 2007 - June 2008
Vanguard July 2005 - June 2007
Skills
Six Sigma, Process Improvement, Change Management, Risk Management, Operations Management, Project Management, Data Analysis, Business Process Mapping, 401k, Leadership, Project Portfolio..., Operational Excellence, Team Leadership, Microsoft Office, Strategic Planning, DMAIC, Coaching, Business Strategy, Agile Methodologies, Project Planning, Business Process..., Process Engineering, Team Building, Business Planning, Microsoft Excel, Mutual Funds, Leadership Development, Performance Management, MS Project, Financial Services
Education
St. Joseph's University 2013 — 2016
MBA, Business Intelligence
Villanova University 2012 — 2013
CSSBB, LEAN Six Sigma
Delaware Valley College 2002 — 2005
Bachelor of Science (B.S.), Finance
Vanguard May 2014 - Present
Vanguard January 2012 - April 2014
The Vanguard Group December 2005 - January 2012
Glen Mills Schools February 1999 - June 2005
The Home Depot, Inc April 1996 - May 1999
Skills
Retirement, Mutual Funds, Customer Relations, Excel, Insurance, Annuities, Series 7, Relationship Management, Series 6, Coaching, Finance, Leadership, Team Leadership, Financial Markets, Strategic Financial..., Portfolio Management, Asset Allocation, ETFs, Investments, Financial Services, Equities, Customer Service, Wealth Management, Risk Management
Education
Immaculata University 2005 — 2009
BA, Information Technology in Business
Delaware County Community College 1999 — 2002
Associate of Science, Computer Information Systems
Vanguard 2012 - Present
Vanguard 2011 - 2012
Vanguard 2009 - 2011
Vanguard 2006 - 2009
Vanguard 2004 - 2006
Vanguard 2001 - 2004
Broadreach Consulting 1993 - 2001
Skills
Marketing &..., Communications Planning, Relationship Management, Project Management, Writing and Editing
Education
DeSales University 1986 — 1990
Bachelor’s Degree, Business Communications/English
LiquidHub May 2014 - April 2015
Vanguard August 2012 - September 2013
LiquidHub April 2010 - August 2012
Accenture Technology Solutions January 2006 - December 2008
Arcus June 2005 - December 2005
The PMA Insurance Group June 1989 - January 2005
Cigna Insurance November 1986 - June 1989
Shared Medical Systems (now Siemens) January 1984 - November 1986
Skills
Business Analysis, SDLC, Enterprise Architecture, Requirements Analysis, Visio, Requirements Gathering, IT Strategy, Process Improvement, Solution Architecture, Data Warehousing, JCL, Vendor Management, Waterfall, COBOL, Databases
Education
Villanova University 1985 — 1986
advanced studies, Computer Science
Computer Learning Center 1983 — 1983
Technical Certification, Computer Science
Delaware County Community College 1979 — 1982
AAS, Business Administration
The Vanguard Group January 2012 - Present
The Vanguard Group of Investments 2010 - January 2011
The Vanguard Management Group May 2007 - January 2010
The Vanguard Group January 2004 - January 2007
Vanguard January 2000 - January 2004
Vanguard 1996 - January 2000
Automated Financial Systems, Inc. (AFS) 1986 - 1996
Skills
System Testing, SDLC, Management, Business Analysis, Requirements Analysis, Visio, Test Cases, Business Requirements, Waterfall, Software Development, Requirements Gathering, Agile Methodologies, Vendor Management, Business Process..., Software Documentation, PMP, Agile Project Management, Systems Analysis, SharePoint, IT Strategy, Test Management, JCL, SOA, Team Leadership, Databases, Information Technology, COBOL, Oracle, IT Management, Mutual Funds, Project Management, Scrum, Analysis, MS Project, Enterprise Architecture, Financial Services, Program Management, Leadership, DB2, XML, Project Planning, Java, Microsoft Office, Software Project..., Unix
Education
Saint Joseph's University - Erivan K. Haub School of Business 2002 — 2005
Masters, Finance
Eastern University 1998 — 2000
Bachelor, Organizational management
Delaware County Community College 1984 — 1986
associates, Computer programming
Vanguard August 2010 - Present
Penske Truck Leasing May 2010 - August 2010
EmbroidMe May 2006 - March 2009
The Hartford January 2006 - May 2006
Foot Locker June 2004 - May 2005
Skills
Social Media Marketing, Event Management, Customer Service, Project Management, Microsoft Excel
Education
Delaware Valley University 2000 — 2004
Bachelor's, Business Marketing
Twin Valley High School
Vanguard March 2015 - Present
Vanguard February 2013 - March 2015
Vanguard July 2010 - September 2013
Vanguard January 2009 - July 2010
Vanguard June 2007 - January 2009
Vanguard March 2005 - June 2007
Skills
Project Adminstration, Internal Controls, Risk Management, Basic SharePoint, Project Management, Team Building, Leadership, Accounting, Financial Analysis, Relationship Management, Process Improvement, Microsoft Excel
Education
West Chester University of Pennsylvania 2001 — 2004
Business
Delaware County Community College 1998 — 2001
Transamerica Financial Solutions September 2015 - Present
Vanguard March 2011 - July 2015
NYSE December 2010 - March 2011
QVC August 2010 - December 2010
Polycom March 2010 - August 2010
Eisai Pharmaceuticals September 2007 - February 2010
Skills
Workday Studio, Workday EIB, Workday Reports, Workday BIRT Report, Data Conversion, XSLT, 3rd Party Integrations, PeopleTools, PeopleCode, PeopleSoft, SQR, Crystal Reports, Requirements Analysis, XML Publisher, PL/SQL, Requirements Gathering, Integration, Oracle, Business Analysis, SDLC, SQL, ERP, Business Process, Agile Methodologies
Education
Delhi University
Master of Computer Applications (M.C.A.), Master in computer applications
Citizens Financial Group, Inc. August 2015 - Present
Santander Bank November 2012 - August 2015
First Niagara Bank October 2011 - September 2012
Wells Fargo October 2010 - October 2011
Vanguard October 2007 - November 2009
Skills
Series 63, Mutual Funds, Asset Allocation, Series 6, Investments, Retirement Planning, Fixed Income, Investment Strategies, Retirement, Investment Advisory, Financial Services, IRAs, Relationship Management, Banking, Fixed Annuities, 401k, Financial Advisory, Wealth Management, Wealth Management..., Loans, High Net Worth..., Portfolio Management, Private Banking, 401k Rollovers, Variable Annuities, Equities, Consumer Lending, Life Insurance, Customer Retention, Personal Financial..., Life, Roth IRA, Retirement Savings
Education
Delaware County Community College 2002 — 2005
Associates, Genera
Laboratory Testing Inc. March 2013 - Present
Laboratory Testing Inc. September 2012 - March 2013
Laboratory Testing Inc. January 2010 - October 2012
Vanguard November 2004 - December 2009
Skills
Leadership, Sales Management, Sales Operations, Leadership Development, Project Management, Operational Excellence, Six Sigma, 5S, Lean Manufacturing, Microsoft Office, Microsoft Excel, Microsoft Word, Call Center, Series 6, Series 63, Continuous Improvement, Customer Service, Manufacturing, Process Improvement, Engineering, Operations Management, Quality Assurance, Strategic Planning
Education
Delaware Valley University 2000 — 2004
BS, Finance
Vanguard October 2013 - Present
EY October 2011 - October 2013
TD July 2008 - July 2011
Skills
Banking, Microsoft Excel, Risk Management, PowerPoint, Microsoft Word, Customer Service, Accounting, Financial Reporting, Lotus Notes, Securities, Finance, Data Analysis, Bloomberg, Auditing, Internal Controls, Time Management, Financial Analysis, Research, Accounts Payable, Financial Accounting, Process Improvement
Education
Wilmington University 2014 — 2015
Master of Business Administration (MBA)
Delaware State University 2007 — 2011
Bachelor of Science (BS), Accounting
Vanguard December 2000 - July 2014
Skills
Microsoft Office, Project Management, Relationship Management, Defined Benefit, Employee Benefits, Retirement Benefits, Project Coordination, Financial Services, Human Resources, Agile Methodologies, Process Improvement
Education
Delaware County Community College 1992 — 1994
Associate's degree, Business Administration and Management, General
Delaware County Community College
Associate's Degree, Business Administration and Management, General
LPL Financial 2007 - Present
Vanguard 2006 - 2007
Charles Company 2002 - 2006
Skills
Problem Solving, Solution Selling, Project Management, Long-term Customer..., Client Retention..., Conflict Resolution, Business Intelligence, Resource Management, Business Process..., Database Administration, Relational Databases, 401k, Strategic Financial..., Recruiting
Education
De La Salle University
Vanguard February 2014 - Present
Vanguard October 2010 - February 2014
AlliedBarton Security Services 2009 - September 2010
Skills
Risk Management, Process Improvement, Risk Assessment, Business Continuity, Vendor Management, Security, Leadership, Project Management, Program Management, Information Security, Disaster Recovery, Information Security...
Education
Delaware Valley College 1994 — 1998
Bachelor of Science (B.S.), Criminal Justice
Vanguard December 2013 - Present
Vanguard May 2013 - December 2013
Vanguard April 2012 - May 2013
Vanguard December 2011 - April 2012
US Army June 2008 - November 2011
Virginia Army National Guard May 2005 - May 2008
Skills
Onboarding, Applicant Tracking..., Human Resources, Employee Benefits, Recruiting, Personnel Management, Training, Interviews, Management, Screening, Talent Acquisition, Time Management, College Recruiting, Employee Relations
Education
Drexel University 2014 — 2016
Master of Business Administration (M.B.A.), Finance
Virginia Tech 2003 — 2008
Bachelor of Arts, International Studies, Leadership
Delaware County Community College 2011 — 2011
Certificate, Human Resources Management
Vanguard May 1994 - Present
Skills
Client Relationship, Problem Resolution
Education
Saint Joseph's University 1991 — 1993
Marketing, Food Marketing
Delaware County Community College 1988 — 1991
Transferred all credits earned to SJU
Verizon Wireless May 2010 - Present
Bonefish Grill May 2008 - Present
Vanguard May 2007 - August 2007
Mitchell & Ness August 2002 - September 2005
Education
Temple University - Fox School of Business & Management 2005 — 2011
Business Administration, Marketing
Delaware County Community College 2000 — 2003
Associates Degree, Business
Vanguard 1992 - 2009
Skills
Corporate Wellness..., Employee Benefits..., Vendor Management, HRIS: PeopleSoft, Ulti..., MS Office Suite, Attention To Detail
Education
Delaware County Community College 1990 — 1992
Associates, Business
Main Line Health December 2013 - Present
Kohl's Department Stores October 2013 - December 2013
BNY Mellon ( Temporay Contract Job) November 2012 - July 2013
Vanguard February 1999 - November 2011
Skills
Microsoft Excel, Access, Microsoft Office, Outlook, Windows, HTML, Public Speaking, Data Analysis, Customer Service, Research, Visio, SQL, PowerPoint, Software Documentation, Microsoft Word
Education
Delaware County Community College 2013 — 2013
Electronic Digital Medical Records, Allied Health and Medical Assisting Services
Delaware County Community College 1983 — 1984
Allied Health Care, Medical Informatics, 3.5
Vanguard May 2012 - Present
Hospital of the University of Pennsylvania November 2010 - 2011
Lincoln Financial Distributors 1995 - 2009
Skills
Customer Service, Microsoft Word, Administrative..., Executive Support, Outlook, Human Resources
Education
Delaware County Community College
Modernella School of Cosmetology
Pa State License, Cosmetologist
Upper Darby HS
BNY Mellon Wealth Management December 2014 - Present
RemX Specialty Staffing/ Mutual of Omaha May 2014 - October 2014
Vanguard October 2004 - February 2013
US Federal Census Buearur February 2010 - September 2010
Mulch-It March 2001 - June 2002
Lee Tire & Rubber Co., Subsidiary of Goodyear Tire August 1972 - February 1987
Skills
Time Management, Software Documentation, Outlook, Data Entry, Training, Management, Process Scheduler, Customer Service, Invoicing, Access, Databases, Microsoft Excel, PowerPoint, Sales, QuickBooks, Auditing, Microsoft Office, Customer Relations
Education
Delaware County Community College
Administration Professional Program (MOS) Certifucation
Montgomery County Community College 1980 — 1982
Business Administration
Jevs Career Strategies 2013 — 2013
Certificate Of Completion, Microsoft Office 12 Session Computor Training Seri4s
Delaware County Community College 2013 — 2014
Certificate, Professional Administration (MOS)Excel, Word, Outlook, Access, Power Point, Quickbooks Pro Inductory
Vanguard University
Professional Training
Vanguard June 2011 - Present
Vanguard December 2007 - June 2011
A. Duie Pyle, Inc. August 2001 - December 2007
Skills
Analysis, Process Improvement, Management, Data Analysis, Project Management, SharePoint, Customer Service, Marketing, Microsoft Excel, Microsoft Office
Education
Penn State University 1972 — 1976
Bachelor of Science (B.S.), Human Development and Family Studies, General
Interboro High School, Glenolden, PA 1968 — 1972
Delaware County Community College
Business/Commerce, General