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
Nicole Stansell Nicole Stansell's Vanguard Experience January 2014 - Present
Job Investment Consultant at Vanguard
Industry Financial Services
Experience
Vanguard January 2014 - Present
The Vanguard Group August 2011 - January 2014
First Fidelity Bank August 2007 - October 2010
Wells Fargo July 2006 - August 2007
Skills
Customer Service, Customer Relations, Insurance, Mutual Funds, Banking, Credit, Loans, Risk Management, Finance, Analysis, Investments, Financial Services, Relationship Management, Call Centers, Wealth Management, Retirement Planning, Asset Allocation, Process Improvement
Education
DeVry University Phoenix 2010 — 2012
Bachelor of Applied Science (B.A.Sc.), Business Information Studies
Scottsdale Community College 2003 — 2005
Associate of Arts (A.A.), Musical Theatre
Vanguard January 2014 - Present
The Vanguard Group August 2011 - January 2014
First Fidelity Bank August 2007 - October 2010
Wells Fargo July 2006 - August 2007
Skills
Customer Service, Customer Relations, Insurance, Mutual Funds, Banking, Credit, Loans, Risk Management, Finance, Analysis, Investments, Financial Services, Relationship Management, Call Centers, Wealth Management, Retirement Planning, Asset Allocation, Process Improvement
Education
DeVry University Phoenix 2010 — 2012
Bachelor of Applied Science (B.A.Sc.), Business Information Studies
Scottsdale Community College 2003 — 2005
Associate of Arts (A.A.), Musical Theatre
Ilya Friedman, CFA Ilya Friedman, CFA's Vanguard Experience August 2012 - May 2014
Job Finance at Intuitive Surgical Robotic Surgery
Industry Medical Devices
Experience
Intuitive Surgical May 2014 - Present
Vanguard August 2012 - May 2014
Vanguard August 2011 - August 2012
Prudential Financial June 2010 - August 2010
Skills
Financial Modeling, Finance, Investments, Corporate Finance, Risk Management, Bloomberg, Financial Analysis, Portfolio Management, Forecasting, Robotics, Strategic Financial..., Strategy, Morningstar, Mutual Funds, Corporate Strategy..., Microsoft Excel, Strategic Negotiations, Ethical Leadership, Leadership, Analysis
Education
Temple University 2007 — 2011
Cum Laude, Finance and International Business
Drexel University 2006 — 2006
Securities Trading
International Baccalaureate 2003 — 2007
IB Diploma Recipient
Intuitive Surgical May 2014 - Present
Vanguard August 2012 - May 2014
Vanguard August 2011 - August 2012
Prudential Financial June 2010 - August 2010
Skills
Financial Modeling, Finance, Investments, Corporate Finance, Risk Management, Bloomberg, Financial Analysis, Portfolio Management, Forecasting, Robotics, Strategic Financial..., Strategy, Morningstar, Mutual Funds, Corporate Strategy..., Microsoft Excel, Strategic Negotiations, Ethical Leadership, Leadership, Analysis
Education
Temple University 2007 — 2011
Cum Laude, Finance and International Business
Drexel University 2006 — 2006
Securities Trading
International Baccalaureate 2003 — 2007
IB Diploma Recipient
Andrew Shuman Andrew Shuman's Vanguard Experience July 2013 - Present
Job Investment Analyst at Vanguard
Industry Financial Services
Experience
Vanguard July 2013 - Present
Vanguard June 2012 - June 2013
The Vanguard Group July 2011 - June 2012
Skills
Investments, Technical Analysis, Economics, German, Public Speaking, Asset Allocation, Series 63, Series 7, FactSet, Microsoft Excel, PowerPoint
Education
Dickinson College 2007 — 2011
Bachelor of Arts, Economics
Vanguard July 2013 - Present
Vanguard June 2012 - June 2013
The Vanguard Group July 2011 - June 2012
Skills
Investments, Technical Analysis, Economics, German, Public Speaking, Asset Allocation, Series 63, Series 7, FactSet, Microsoft Excel, PowerPoint
Education
Dickinson College 2007 — 2011
Bachelor of Arts, Economics
Corey Payraudeau Corey Payraudeau's Vanguard Experience June 2012 - July 2015
Job Traveling
Industry Financial Services
Experience
Vanguard June 2012 - July 2015
Valley of the Sun United Way August 2014 - January 2015
Randstad, on assignment at Vanguard September 2011 - May 2012
Ameriprise Financial April 2010 - September 2010
La Promenade March 2004 - April 2010
Skills
Data Analysis, Customer Service, Problem Solving, Cost Management, Microsoft Office
Education
Drexel University 2007 — 2011
BS, Economics
Vanguard June 2012 - July 2015
Valley of the Sun United Way August 2014 - January 2015
Randstad, on assignment at Vanguard September 2011 - May 2012
Ameriprise Financial April 2010 - September 2010
La Promenade March 2004 - April 2010
Skills
Data Analysis, Customer Service, Problem Solving, Cost Management, Microsoft Office
Education
Drexel University 2007 — 2011
BS, Economics
Lina Vu Lina Vu's Vanguard Experience March 2013 - Present
Job Operational Risk Analyst at Vanguard
Industry Financial Services
Experience
Vanguard March 2013 - Present
Vanguard February 2011 - March 2013
Lina Vu Housing May 2007 - February 2011
Clinical Financial Services May 2010 - January 2011
Octorara School District August 2009 - May 2010
Dickinson College August 2007 - May 2009
CBRE 2008 - 2008
Skills
Defined Benefit, Enterprise Risk..., Mathematics, Tableau, Microsoft Excel, Vietnamese, Mandarin, Mathematics Education, Optimization Models, Teaching, Data Analysis, Finance, MS Excel Pivot Tables, Excel Dashboards, Minitab, SAS programming, JavaSE, Statistics, Economics, Mutual Funds, Financial Analysis, PowerPoint, Public Speaking, Risk Management, Analysis, Microsoft Office, Financial Modeling
Education
Dickinson College 2005 — 2009
Bachelor of Science (B.S.), Mathematics, Economics, East Asian Studies
Dickinson College
Vanguard March 2013 - Present
Vanguard February 2011 - March 2013
Lina Vu Housing May 2007 - February 2011
Clinical Financial Services May 2010 - January 2011
Octorara School District August 2009 - May 2010
Dickinson College August 2007 - May 2009
CBRE 2008 - 2008
Skills
Defined Benefit, Enterprise Risk..., Mathematics, Tableau, Microsoft Excel, Vietnamese, Mandarin, Mathematics Education, Optimization Models, Teaching, Data Analysis, Finance, MS Excel Pivot Tables, Excel Dashboards, Minitab, SAS programming, JavaSE, Statistics, Economics, Mutual Funds, Financial Analysis, PowerPoint, Public Speaking, Risk Management, Analysis, Microsoft Office, Financial Modeling
Education
Dickinson College 2005 — 2009
Bachelor of Science (B.S.), Mathematics, Economics, East Asian Studies
Dickinson College
Alawn Robinson Alawn Robinson's Vanguard Experience August 2013 - Present
Job Sr. Administrative Assistant at Vanguard
Industry Financial Services
Experience
Vanguard August 2013 - Present
United States Army Reserve June 2008 - Present
BT Americas, Inc. April 2012 - August 2013
BAE Systems June 2011 - April 2012
Bank of America August 2010 - August 2011
Zolon Tech Inc. October 2008 - April 2010
Skills
Accounting, Auditing, Financial Analysis, Forecasting, Tax, Account Reconciliation, General Ledger, Invoicing, Financial Audits
Education
DeVry University-Virginia 2010 — 2012
Bachelor of Science (B.S.), Human Resources Management and Services, 3.3 GPA
Northern Virginia Community College 2008 — 2010
Vanguard August 2013 - Present
United States Army Reserve June 2008 - Present
BT Americas, Inc. April 2012 - August 2013
BAE Systems June 2011 - April 2012
Bank of America August 2010 - August 2011
Zolon Tech Inc. October 2008 - April 2010
Skills
Accounting, Auditing, Financial Analysis, Forecasting, Tax, Account Reconciliation, General Ledger, Invoicing, Financial Audits
Education
DeVry University-Virginia 2010 — 2012
Bachelor of Science (B.S.), Human Resources Management and Services, 3.3 GPA
Northern Virginia Community College 2008 — 2010
Nicole C. Vargas, MBA Nicole C. Vargas, MBA's Vanguard Experience August 2014 - Present
Job High Net Worth Sales Manager at Vanguard
Industry Financial Services
Experience
Vanguard August 2014 - Present
Vanguard December 2013 - August 2014
Vanguard October 2011 - December 2013
Lincoln Financial Distributors November 2006 - January 2012
First Commonwealth Federal Credit Union June 2002 - November 2006
Fleet Boston Financial 2000 - 2002
Skills
Series 7, Series 24, Series 6, Series 63, Series 65, Investments, Mutual Funds, Retirement, Financial Services, Leadership, ETFs, 401k, Retirement Planning, Fixed Annuities, Relationship Management, Investment Advisory, Sales, Management, FINRA, Marketing, Asset Management, Investment Strategies, Insurance, Financial Advisory, Variable Annuities, Finance, Strategic Planning, Asset Allocation, Life Insurance, Business Planning, Strategic Financial..., Long-term Care, Securities, Wealth Management, Portfolio Management, Life & Health Insurance..., Estate Planning, Defined Contribution, Long Term Care Insurance, Sales Process, Financial Planning, Certified Financial...
Education
Kaplan University 2013 — 2014
Certified Financial Planner®
Holy Family University 2011 — 2013
MBA, Master of Business Administration
DeSales University
BS, Finance, Marketing
William Allen High School 1993 — 1997
Vanguard August 2014 - Present
Vanguard December 2013 - August 2014
Vanguard October 2011 - December 2013
Lincoln Financial Distributors November 2006 - January 2012
First Commonwealth Federal Credit Union June 2002 - November 2006
Fleet Boston Financial 2000 - 2002
Skills
Series 7, Series 24, Series 6, Series 63, Series 65, Investments, Mutual Funds, Retirement, Financial Services, Leadership, ETFs, 401k, Retirement Planning, Fixed Annuities, Relationship Management, Investment Advisory, Sales, Management, FINRA, Marketing, Asset Management, Investment Strategies, Insurance, Financial Advisory, Variable Annuities, Finance, Strategic Planning, Asset Allocation, Life Insurance, Business Planning, Strategic Financial..., Long-term Care, Securities, Wealth Management, Portfolio Management, Life & Health Insurance..., Estate Planning, Defined Contribution, Long Term Care Insurance, Sales Process, Financial Planning, Certified Financial...
Education
Kaplan University 2013 — 2014
Certified Financial Planner®
Holy Family University 2011 — 2013
MBA, Master of Business Administration
DeSales University
BS, Finance, Marketing
William Allen High School 1993 — 1997
Mohammed Nasim Khan, MBA Mohammed Nasim Khan, MBA's Vanguard Experience October 2012 - March 2013
Job BI Analyst, Tenet Health
Industry Hospital & Health Care
Experience
Tenet Health Systems January 2015 - Present
TCS November 2014 - January 2015
Convergys July 2014 - November 2014
Blue Cross and Blue Shield of Texas April 2013 - March 2014
Vanguard October 2012 - March 2013
Sprint Nextel August 2010 - September 2012
U.S. Department of State April 1989 - June 2003
Skills
SDLC, Cognos, Requirements Analysis, Business Analysis, Business Intelligence, SQL, Analysis, Process Improvement, Data Warehousing, Microsoft SQL Server, Call Centers, Database Administration, SharePoint, Unix, ETL, Business Objects, Data Modeling, Databases, Oracle, Technical Recruiting, Terada SQL, Netezza, IBM DB2, Cognos TM1, Tableau
Education
Dhaka Bishwabidyalaya 1985 — 1987
Bachelor's degree, Economics
Tenet Health Systems January 2015 - Present
TCS November 2014 - January 2015
Convergys July 2014 - November 2014
Blue Cross and Blue Shield of Texas April 2013 - March 2014
Vanguard October 2012 - March 2013
Sprint Nextel August 2010 - September 2012
U.S. Department of State April 1989 - June 2003
Skills
SDLC, Cognos, Requirements Analysis, Business Analysis, Business Intelligence, SQL, Analysis, Process Improvement, Data Warehousing, Microsoft SQL Server, Call Centers, Database Administration, SharePoint, Unix, ETL, Business Objects, Data Modeling, Databases, Oracle, Technical Recruiting, Terada SQL, Netezza, IBM DB2, Cognos TM1, Tableau
Education
Dhaka Bishwabidyalaya 1985 — 1987
Bachelor's degree, Economics
Lanny Lunsky Lanny Lunsky's Vanguard Experience 2008 - 2010
Job Defined Benefits/QDRO Specialist
Industry Financial Services
Experience
Global Financial Services Company November 2014 - Present
Wells Fargo Home Mortgage 2013 - 2013
Charles Schwab 2010 - 2012
Vanguard 2008 - 2010
Wells Fargo 2001 - 2006
Sysco 1996 - 2001
Skills
Finance, Call Centers, Risk Management, Credit, Analysis, Microsoft Office, Relationship Management, Portfolio Management, Residential Mortgages, Operations Management, Interpreting, Foreign Languages, Team Building, Microsoft Excel, Microsoft Word, Qualified Retirement..., Qualified Domestic..., Institutional..., Translation, Financial Management...
Education
Drake University
Financial Management, Marketing Management
Belarus State University
Bachelor of Science (BS), Mechanical Engineering/Accounting
Global Financial Services Company November 2014 - Present
Wells Fargo Home Mortgage 2013 - 2013
Charles Schwab 2010 - 2012
Vanguard 2008 - 2010
Wells Fargo 2001 - 2006
Sysco 1996 - 2001
Skills
Finance, Call Centers, Risk Management, Credit, Analysis, Microsoft Office, Relationship Management, Portfolio Management, Residential Mortgages, Operations Management, Interpreting, Foreign Languages, Team Building, Microsoft Excel, Microsoft Word, Qualified Retirement..., Qualified Domestic..., Institutional..., Translation, Financial Management...
Education
Drake University
Financial Management, Marketing Management
Belarus State University
Bachelor of Science (BS), Mechanical Engineering/Accounting
Jairame Dimas's Vanguard Experience September 2013 - Present
Job Web Technical Support Services at Vanguard
Industry Financial Services
Experience
Vanguard September 2013 - Present
Vanguard May 2011 - September 2013
Vanguard July 2010 - May 2011
State of Arizona May 2006 - July 2010
Chase Paymentech May 2005 - May 2006
CSK Auto June 2003 - May 2005
Skills
Lotus Notes, Microsoft Excel, Relationship Management, Microsoft Office, Defect Tracking, Quality Assurance, Data Analysis, Call Centers, Visio, Process Improvement, Access, Software Documentation, SharePoint, SQL, Financial Services
Education
DeVry University 1999 — 2002
Bachelor of Science (B.S.), Electrical and Electronics Engineering
DeVry University Phoenix 1999 — 2002
Bachelor of Science (BS), Electrical and Electronics Engineering
Vanguard September 2013 - Present
Vanguard May 2011 - September 2013
Vanguard July 2010 - May 2011
State of Arizona May 2006 - July 2010
Chase Paymentech May 2005 - May 2006
CSK Auto June 2003 - May 2005
Skills
Lotus Notes, Microsoft Excel, Relationship Management, Microsoft Office, Defect Tracking, Quality Assurance, Data Analysis, Call Centers, Visio, Process Improvement, Access, Software Documentation, SharePoint, SQL, Financial Services
Education
DeVry University 1999 — 2002
Bachelor of Science (B.S.), Electrical and Electronics Engineering
DeVry University Phoenix 1999 — 2002
Bachelor of Science (BS), Electrical and Electronics Engineering
Joseph Skala, CMA, MBA Joseph Skala, CMA, MBA's Vanguard Experience June 1999 - March 2000
Job Senior Financial Analyst at GlaxoSmithKline
Industry Pharmaceuticals
Experience
GlaxoSmithKline October 2002 - Present
Crown Holdings, Inc. March 2000 - October 2002
Vanguard June 1999 - March 2000
Skills
Forecasting, Hyperion Enterprise, Variance Analysis, Financial Analysis, Financial Modeling, Financial Reporting, Essbase, Sarbanes-Oxley Act, Managerial Finance, Strategic Financial..., SAP, Internal Controls, Finance, Accounting, Consolidation, Cost Accounting, US GAAP, Financial Audits, Financial Forecasting, Cash Flow, Process Improvement
Education
La Salle University 2002 — 2005
Master of Business Administration (MBA), Finance
DeSales University 1995 — 1999
Bachelor's of Science, Accounting and Finance
Father Judge High School
Father Judge High School
Father Judge High School
GlaxoSmithKline October 2002 - Present
Crown Holdings, Inc. March 2000 - October 2002
Vanguard June 1999 - March 2000
Skills
Forecasting, Hyperion Enterprise, Variance Analysis, Financial Analysis, Financial Modeling, Financial Reporting, Essbase, Sarbanes-Oxley Act, Managerial Finance, Strategic Financial..., SAP, Internal Controls, Finance, Accounting, Consolidation, Cost Accounting, US GAAP, Financial Audits, Financial Forecasting, Cash Flow, Process Improvement
Education
La Salle University 2002 — 2005
Master of Business Administration (MBA), Finance
DeSales University 1995 — 1999
Bachelor's of Science, Accounting and Finance
Father Judge High School
Father Judge High School
Father Judge High School
Brad Redding, CFA Brad Redding, CFA's Vanguard Experience February 2013 - Present
Job Trader at Vanguard
Industry Investment Management
Experience
Vanguard February 2013 - Present
Vanguard September 2009 - January 2013
Vanguard March 2007 - September 2009
Skills
Investments, Alternative Investments, Modern Portfolio Theory, Asset Allocation
Education
Drexel University 2005 — 2007
Master of Business Administration (M.B.A.), Investment Management
Vanguard February 2013 - Present
Vanguard September 2009 - January 2013
Vanguard March 2007 - September 2009
Skills
Investments, Alternative Investments, Modern Portfolio Theory, Asset Allocation
Education
Drexel University 2005 — 2007
Master of Business Administration (M.B.A.), Investment Management
Chuck Hann Chuck Hann's Vanguard Experience July 2015 - Present
Job Happy to help you.
Industry Information Technology and Services
Experience
Vanguard July 2015 - Present
Nectarios Design LLC 2005 - Present
Randstad USA February 2015 - June 2015
Asurion April 2014 - February 2015
Bank of America / Merrill Lynch February 2012 - November 2013
Pionear Recruiting December 2011 - February 2012
Spherion October 2011 - December 2011
Randstad July 2011 - October 2011
Charles Schwab June 2006 - April 2011
Alfa Proiect SRL - Iasi , Romania June 2005 - January 2006
Skills
Training, Microsoft Office, Facebook, PowerPoint, Customer Service, Web Design, Microsoft Word, Photoshop, SQL, MS Project, Linux, Brand Loyalty, Customer Satisfaction, Outlook, WordPress, Leadership, Dreamweaver, Flash, Adobe Creative Suite, Humanitarian Assistance, Joomla, Networking, Public Speaking, Budgets, Visual Basic, System Administration, Time Management, Strategic Planning, Call Centers, Visio, Windows, Editing, Blogging, Sales, Adobe Acrobat, Social Networking, SharePoint, MS Word, MS Excel, MS Powerpoint, Team Leadership, Team Building, Team Management, HTML 5, MS Access, Project Management, SEO, Management, Data Entry, Social Media
Education
DeVry University 2002 — 2012
CIS
Trevor G Browne 1983 — 1987
High School, General
Trevor G Browne 1983 — 1987
High School Diploma, Business/Commerce, General
Rio Salado College
Vanguard July 2015 - Present
Nectarios Design LLC 2005 - Present
Randstad USA February 2015 - June 2015
Asurion April 2014 - February 2015
Bank of America / Merrill Lynch February 2012 - November 2013
Pionear Recruiting December 2011 - February 2012
Spherion October 2011 - December 2011
Randstad July 2011 - October 2011
Charles Schwab June 2006 - April 2011
Alfa Proiect SRL - Iasi , Romania June 2005 - January 2006
Skills
Training, Microsoft Office, Facebook, PowerPoint, Customer Service, Web Design, Microsoft Word, Photoshop, SQL, MS Project, Linux, Brand Loyalty, Customer Satisfaction, Outlook, WordPress, Leadership, Dreamweaver, Flash, Adobe Creative Suite, Humanitarian Assistance, Joomla, Networking, Public Speaking, Budgets, Visual Basic, System Administration, Time Management, Strategic Planning, Call Centers, Visio, Windows, Editing, Blogging, Sales, Adobe Acrobat, Social Networking, SharePoint, MS Word, MS Excel, MS Powerpoint, Team Leadership, Team Building, Team Management, HTML 5, MS Access, Project Management, SEO, Management, Data Entry, Social Media
Education
DeVry University 2002 — 2012
CIS
Trevor G Browne 1983 — 1987
High School, General
Trevor G Browne 1983 — 1987
High School Diploma, Business/Commerce, General
Rio Salado College
Christian Kulczytzky Christian Kulczytzky's Vanguard Experience 2001 - 2002
Job Performance Turnaround Executive for Organizational Initiatives VP, Enterprise Systems at McGraw Hill Financial
Industry Financial Services
Experience
McGraw-Hill Financial August 2012 - Present
Phattime, Inc. August 2009 - Present
SIMS NY 2014 - 2014
McGraw-Hill Companies February 2008 - August 2012
McGraw-Hill Companies 2002 - 2008
Vanguard 2001 - 2002
Standard & Poors 1999 - 2001
Delaware Valley College 1999 - 2001
McGraw-Hill Companies 1996 - 1998
McGraw-Hill Companies 1994 - 1996
Skills
Persuasive Communication, Shared Services, Innovative Thinking, Supplier Negotiations, Six Sigma, Information Management, IT Audit, SaaS, Oracle Financials, Business Intelligence, Team Building, Cross-functional Team..., Vendor Management, Mentoring, SDLC, Root Cause Analysis, Strong Business Acumen, Change Management, Quality Assurance, Program Management, Oracle E-Business Suite, Process Improvement, ITIL, Project Management, Supplier Negotiation, Cloud Computing, Enterprise Architecture, ERP, Management, Business Process..., Outsourcing, Budgets, Business Analysis, PMP, Strategy, PMO, Executive Management, Project Portfolio..., Business Process, IT Management, Management Consulting, IT Strategy, CRM, Strategic Planning, Strategic Partnerships, Enterprise Software, Governance, Business Process..., Business Planning, Training
Education
Drexel University 2010 — 2012
Master of Business Administration (MBA), Marketing
Philadelphia University 1982 — 1986
BS, Finance
McGraw-Hill Financial August 2012 - Present
Phattime, Inc. August 2009 - Present
SIMS NY 2014 - 2014
McGraw-Hill Companies February 2008 - August 2012
McGraw-Hill Companies 2002 - 2008
Vanguard 2001 - 2002
Standard & Poors 1999 - 2001
Delaware Valley College 1999 - 2001
McGraw-Hill Companies 1996 - 1998
McGraw-Hill Companies 1994 - 1996
Skills
Persuasive Communication, Shared Services, Innovative Thinking, Supplier Negotiations, Six Sigma, Information Management, IT Audit, SaaS, Oracle Financials, Business Intelligence, Team Building, Cross-functional Team..., Vendor Management, Mentoring, SDLC, Root Cause Analysis, Strong Business Acumen, Change Management, Quality Assurance, Program Management, Oracle E-Business Suite, Process Improvement, ITIL, Project Management, Supplier Negotiation, Cloud Computing, Enterprise Architecture, ERP, Management, Business Process..., Outsourcing, Budgets, Business Analysis, PMP, Strategy, PMO, Executive Management, Project Portfolio..., Business Process, IT Management, Management Consulting, IT Strategy, CRM, Strategic Planning, Strategic Partnerships, Enterprise Software, Governance, Business Process..., Business Planning, Training
Education
Drexel University 2010 — 2012
Master of Business Administration (MBA), Marketing
Philadelphia University 1982 — 1986
BS, Finance
Matthew D. Schey Matthew D. Schey's Vanguard Experience June 2014 - August 2014
Job Senior Consultant at CrossCountry Consulting
Industry Financial Services
Experience
Vanguard June 2014 - August 2014
Cambridge Associates May 2012 - June 2013
Cambridge Associates September 2011 - May 2012
Cambridge Associates September 2010 - September 2011
Cambridge Associates June 2010 - September 2010
Cambridge Associates June 2009 - June 2010
Skills
Strategy, Financial Analysis, Leadership, Project Management, Financial Modeling, People Management, Team Building, Public Speaking, Process Improvement, Data Analysis, Quantitative Analytics, Customer Service..., Employee Learning &..., Performance Measurement, Management, CRM, Analysis, Training, Economics
Education
University of North Carolina at Chapel Hill 2013 — 2015
Master of Business Administration (MBA)
Dickinson College 2005 — 2009
Bachelor of Arts, International Business & Management
Montville Township High School
Vanguard June 2014 - August 2014
Cambridge Associates May 2012 - June 2013
Cambridge Associates September 2011 - May 2012
Cambridge Associates September 2010 - September 2011
Cambridge Associates June 2010 - September 2010
Cambridge Associates June 2009 - June 2010
Skills
Strategy, Financial Analysis, Leadership, Project Management, Financial Modeling, People Management, Team Building, Public Speaking, Process Improvement, Data Analysis, Quantitative Analytics, Customer Service..., Employee Learning &..., Performance Measurement, Management, CRM, Analysis, Training, Economics
Education
University of North Carolina at Chapel Hill 2013 — 2015
Master of Business Administration (MBA)
Dickinson College 2005 — 2009
Bachelor of Arts, International Business & Management
Montville Township High School
Harry Cubit Harry Cubit's Vanguard Experience July 1997 - June 1998
Job Director, Operations & Business Process Management at UBS Trust Company, N.A.
Industry Financial Services
Experience
UBS Trust Company, N.A. October 2013 - Present
Advisory Platform Solutions September 2012 - September 2013
SEI Investments February 2011 - May 2012
SEI Investments May 2006 - January 2011
SEI Investments July 1998 - April 2006
Vanguard July 1997 - June 1998
Vanguard 1993 - 1997
Vanguard 1991 - 1993
Vanguard 1989 - 1991
Vanguard 1986 - 1989
Skills
Process Improvement, Management, Project Management, Strategic Planning, Cross-functional Team..., Change Management, CRM, Business Analysis, Relationship Management, Vendor Management, Strategy, Organizational..., Banking, Six Sigma, Leadership, Financial Services, Middle Office, Asset Management, Business Development, Business Planning, Analysis, Performance Management, Wealth Management, Program Management, Business Process..., Risk Management, Training, Forecasting, Team Building, Budgets, Team Leadership, Business Process...
Education
Drexel University 1988 — 1991
MBA, Organizational Development
University of Delaware - Lerner College of Business and Economics 1979 — 1983
BSBA, Marketing & Operations Management
UBS Trust Company, N.A. October 2013 - Present
Advisory Platform Solutions September 2012 - September 2013
SEI Investments February 2011 - May 2012
SEI Investments May 2006 - January 2011
SEI Investments July 1998 - April 2006
Vanguard July 1997 - June 1998
Vanguard 1993 - 1997
Vanguard 1991 - 1993
Vanguard 1989 - 1991
Vanguard 1986 - 1989
Skills
Process Improvement, Management, Project Management, Strategic Planning, Cross-functional Team..., Change Management, CRM, Business Analysis, Relationship Management, Vendor Management, Strategy, Organizational..., Banking, Six Sigma, Leadership, Financial Services, Middle Office, Asset Management, Business Development, Business Planning, Analysis, Performance Management, Wealth Management, Program Management, Business Process..., Risk Management, Training, Forecasting, Team Building, Budgets, Team Leadership, Business Process...
Education
Drexel University 1988 — 1991
MBA, Organizational Development
University of Delaware - Lerner College of Business and Economics 1979 — 1983
BSBA, Marketing & Operations Management
Emmanuel Arriaga Emmanuel Arriaga's Vanguard Experience April 2015 - Present
Job IT Project Manager Security Systems at Vanguard
Industry Financial Services
Experience
Vanguard April 2015 - Present
Vanguard April 2013 - April 2015
The Vanguard Group January 2011 - March 2013
The Vanguard Group January 2009 - December 2010
DeVry University August 2007 - June 2008
H&R Block November 2007 - April 2008
Circuit City August 2006 - December 2007
Skills
Troubleshooting, Visio, Software Documentation, SharePoint, Technical Support, Unix, Cisco Technologies, Security, Windows Server, Networking, Hardware, F5 BigIP, Information Technology, Process Improvement, DNS, Windows, Telecommunications, System Administration, Help Desk Support, Computer Hardware, Customer Service, Testing, Software Installation, Linux, HTML, Microsoft Office, XML, Databases, Switches, Active Directory, Servers, Firewalls, Continuous Delivery, CCNA, Security+, Kanban, Agile Methodologies
Education
Penn State University 2010 — 2012
Master of Science, Information Science
DeVry University 2004 — 2008
Bachelor of Science, Network and Communications Management
Vanguard April 2015 - Present
Vanguard April 2013 - April 2015
The Vanguard Group January 2011 - March 2013
The Vanguard Group January 2009 - December 2010
DeVry University August 2007 - June 2008
H&R Block November 2007 - April 2008
Circuit City August 2006 - December 2007
Skills
Troubleshooting, Visio, Software Documentation, SharePoint, Technical Support, Unix, Cisco Technologies, Security, Windows Server, Networking, Hardware, F5 BigIP, Information Technology, Process Improvement, DNS, Windows, Telecommunications, System Administration, Help Desk Support, Computer Hardware, Customer Service, Testing, Software Installation, Linux, HTML, Microsoft Office, XML, Databases, Switches, Active Directory, Servers, Firewalls, Continuous Delivery, CCNA, Security+, Kanban, Agile Methodologies
Education
Penn State University 2010 — 2012
Master of Science, Information Science
DeVry University 2004 — 2008
Bachelor of Science, Network and Communications Management
Theresa Westwood Theresa Westwood's Vanguard Experience January 2015 - Present
Job Senior Marketing Manager at Vanguard
Industry Financial Services
Experience
Vanguard January 2015 - Present
Vanguard August 2012 - January 2015
Vanguard January 2011 - August 2012
Vanguard December 2008 - January 2011
Vanguard September 2007 - December 2008
Vanguard December 2006 - September 2007
TD Ameritrade September 2006 - December 2006
Skills
Leadership Development, Coaching and Mentoring, Advertising Compliance, Marketing, DMAIC (Six Sigma), Microsoft Word, Excel,..., General Management, Writing, Series 7, Series 24, Series 63, Series 6, Marketing Communications, Microsoft Excel, Advertising, Six Sigma, Social Media, Customer Service, Training, Project Management, Outlook, CRM, Management, Financial Services, Coaching, Relationship Management, Finance, 401k, Analysis, Process Improvement, Marketing Strategy, Leadership, Mutual Funds, Investments
Education
Penn State University 2009 — 2011
Masters, Leadership Development
DeSales University 1999 — 2003
B.A., English and Dance
Vanguard January 2015 - Present
Vanguard August 2012 - January 2015
Vanguard January 2011 - August 2012
Vanguard December 2008 - January 2011
Vanguard September 2007 - December 2008
Vanguard December 2006 - September 2007
TD Ameritrade September 2006 - December 2006
Skills
Leadership Development, Coaching and Mentoring, Advertising Compliance, Marketing, DMAIC (Six Sigma), Microsoft Word, Excel,..., General Management, Writing, Series 7, Series 24, Series 63, Series 6, Marketing Communications, Microsoft Excel, Advertising, Six Sigma, Social Media, Customer Service, Training, Project Management, Outlook, CRM, Management, Financial Services, Coaching, Relationship Management, Finance, 401k, Analysis, Process Improvement, Marketing Strategy, Leadership, Mutual Funds, Investments
Education
Penn State University 2009 — 2011
Masters, Leadership Development
DeSales University 1999 — 2003
B.A., English and Dance
Gavin R. Grant's Vanguard Experience January 2015 - July 2015
Job Problemsolver | Strategist | Investments Professional
Industry Financial Services
Experience
Vanguard January 2015 - July 2015
Philadelphia Youth Action, Inc. August 2008 - May 2015
Temple University August 2013 - December 2014
Vanguard May 2014 - August 2014
Management Leadership for Tomorrow August 2012 - December 2013
Vanguard May 2013 - August 2013
Johnson & Johnson June 2012 - May 2013
Philadelphia Higher Education for Neighborhood Development March 2012 - July 2012
Institute for the Development of African-American Youth, Inc. June 2011 - August 2011
The Hoyle Law Firm February 2011 - May 2011
Skills
Leadership, Nonprofits, Strategy, Public Speaking, Management, Event Planning, Leadership Development, Marketing, Data Analysis, Project Management, Organizational..., Training, Entrepreneurship, Cross-functional Team..., Team Building, Financial Analysis, Negotiation, Procurement
Education
Temple University - Fox School of Business and Management 2011 — 2014
Bachelor of Business Administration (B.B.A.), Economics
Drexel University 2009 — 2010
Bachelor of Science (BS), International Economics
Vanguard January 2015 - July 2015
Philadelphia Youth Action, Inc. August 2008 - May 2015
Temple University August 2013 - December 2014
Vanguard May 2014 - August 2014
Management Leadership for Tomorrow August 2012 - December 2013
Vanguard May 2013 - August 2013
Johnson & Johnson June 2012 - May 2013
Philadelphia Higher Education for Neighborhood Development March 2012 - July 2012
Institute for the Development of African-American Youth, Inc. June 2011 - August 2011
The Hoyle Law Firm February 2011 - May 2011
Skills
Leadership, Nonprofits, Strategy, Public Speaking, Management, Event Planning, Leadership Development, Marketing, Data Analysis, Project Management, Organizational..., Training, Entrepreneurship, Cross-functional Team..., Team Building, Financial Analysis, Negotiation, Procurement
Education
Temple University - Fox School of Business and Management 2011 — 2014
Bachelor of Business Administration (B.B.A.), Economics
Drexel University 2009 — 2010
Bachelor of Science (BS), International Economics
Geoff Seidel, MD Geoff Seidel, MD's Vanguard Experience September 1990 - September 1993
Job CMO dwise Technologies
Industry Hospital & Health Care
Experience
d-Wise Inc. September 2014 - Present
madeshops February 2013 - Present
Physicians For Women August 2003 - December 2013
Womens Health Alliance dba:Cary Ob/Gyn July 2000 - July 2003
Eastern Virginia Medical School July 1999 - July 2000
Eastern Virginia Medical School July 1996 - July 1999
UMDNJ September 1993 - June 1995
Vanguard September 1990 - September 1993
Skills
Management, Microsoft Word, Research, PowerPoint, Leadership, Training, Photoshop, English, Process Improvement, Windows, Outlook, HTML, Healthcare, Customer Service, Clinical Research
Education
Jefferson Medical College of Thomas Jefferson University 1994 — 1998
Doctor of Medicine (MD)
Dickinson College 1986 — 1990
Bachelor of Science (BS), Economics, Political Science, English
d-Wise Inc. September 2014 - Present
madeshops February 2013 - Present
Physicians For Women August 2003 - December 2013
Womens Health Alliance dba:Cary Ob/Gyn July 2000 - July 2003
Eastern Virginia Medical School July 1999 - July 2000
Eastern Virginia Medical School July 1996 - July 1999
UMDNJ September 1993 - June 1995
Vanguard September 1990 - September 1993
Skills
Management, Microsoft Word, Research, PowerPoint, Leadership, Training, Photoshop, English, Process Improvement, Windows, Outlook, HTML, Healthcare, Customer Service, Clinical Research
Education
Jefferson Medical College of Thomas Jefferson University 1994 — 1998
Doctor of Medicine (MD)
Dickinson College 1986 — 1990
Bachelor of Science (BS), Economics, Political Science, English
Precious Harper's Vanguard Experience June 2013 - Present
Job Investment Consultant at Vanguard
Industry Farming
Experience
Vanguard June 2013 - Present
Skills
Management, Customer Service, Microsoft Office, Microsoft Excel, Project Management, Sales
Education
Keller Graduate School of Management of DeVry University 2013 — 2014
Master's Degree, Finance
DeVry University 2010 — 2013
Bachelor's Degree, Business Administration and Management, General, 3.46
Vanguard June 2013 - Present
Skills
Management, Customer Service, Microsoft Office, Microsoft Excel, Project Management, Sales
Education
Keller Graduate School of Management of DeVry University 2013 — 2014
Master's Degree, Finance
DeVry University 2010 — 2013
Bachelor's Degree, Business Administration and Management, General, 3.46
Andrew Shine Andrew Shine's Vanguard Experience July 2013 - Present
Job Retirement Plan Service Representative at Vanguard
Industry Financial Services
Experience
Vanguard July 2013 - Present
Randstad May 2013 - July 2013
Friends of Warren Kampf May 2012 - December 2012
Dickinson College 2008 - 2012
Stone Harbor Beach Patrol June 2010 - August 2011
Radnor Valley Country Club May 2007 - August 2008
Thomas Jefferson University Hospital Speech Pathology Department May 2008 - May 2008
Picket Post Swim and Tennis Club May 2005 - August 2007
Skills
Writing, Microsoft Office, Team Leadership, Critical Thinking, Research, PowerPoint, Public Speaking, Social Media, Microsoft Excel, Facebook, Fundraising, Microsoft Word, Editing, Event Planning, Social Networking, Project Management, Project Planning, Oral & Written...
Education
Dickinson College 2008 — 2012
Bachelor of Arts, English
The Haverford School 2004 — 2008
Vanguard July 2013 - Present
Randstad May 2013 - July 2013
Friends of Warren Kampf May 2012 - December 2012
Dickinson College 2008 - 2012
Stone Harbor Beach Patrol June 2010 - August 2011
Radnor Valley Country Club May 2007 - August 2008
Thomas Jefferson University Hospital Speech Pathology Department May 2008 - May 2008
Picket Post Swim and Tennis Club May 2005 - August 2007
Skills
Writing, Microsoft Office, Team Leadership, Critical Thinking, Research, PowerPoint, Public Speaking, Social Media, Microsoft Excel, Facebook, Fundraising, Microsoft Word, Editing, Event Planning, Social Networking, Project Management, Project Planning, Oral & Written...
Education
Dickinson College 2008 — 2012
Bachelor of Arts, English
The Haverford School 2004 — 2008
John Shine John Shine's Vanguard Experience November 2014 - Present
Job Adjustment Associate at Vanguard
Industry Financial Services
Experience
Vanguard November 2014 - Present
Randstad March 2014 - November 2014
Randstad June 2013 - March 2014
Pennsylvania Intergovernmental Cooperation Authority September 2012 - January 2013
Avalon Beach Patrol June 2009 - August 2011
Radnor Valley Country Club May 2007 - August 2008
Thomas Jefferson University Hospitals May 2008 - May 2008
Picket Post Swim Club May 2005 - August 2007
Skills
Writing, Team Leadership, Critical Thinking, Research, Research Projects, Microsoft Excel, Editing, Microsoft Word, Databases, QuickBooks, Project Management, Communication, PeopleSoft, InfoComm CTS, Lotus Notes, Project Tracking
Education
Dickinson College 2008 — 2012
History, United States
The Haverford School 2004 — 2008
Vanguard November 2014 - Present
Randstad March 2014 - November 2014
Randstad June 2013 - March 2014
Pennsylvania Intergovernmental Cooperation Authority September 2012 - January 2013
Avalon Beach Patrol June 2009 - August 2011
Radnor Valley Country Club May 2007 - August 2008
Thomas Jefferson University Hospitals May 2008 - May 2008
Picket Post Swim Club May 2005 - August 2007
Skills
Writing, Team Leadership, Critical Thinking, Research, Research Projects, Microsoft Excel, Editing, Microsoft Word, Databases, QuickBooks, Project Management, Communication, PeopleSoft, InfoComm CTS, Lotus Notes, Project Tracking
Education
Dickinson College 2008 — 2012
History, United States
The Haverford School 2004 — 2008
Yuri Naumets Yuri Naumets's Vanguard Experience 1999 - 2002
Job Marketing Consultant at Valpak of Philadelphia
Industry Marketing and Advertising
Experience
Valpak of Philadelphia March 2006 - Present
The Navigator News 2003 - Present
Vanguard 1999 - 2002
The Franklin Mint 1996 - 1999
Skills
Direct Marketing, Advertising Sales, Direct Mail, Advertising, Marketing, Lead Generation, Mobile Marketing, Digital Marketing, Online Advertising, Email Marketing, SEM, Media Buying, B2B, Online Marketing, Database Marketing, Corporate Branding, Sales, Social Media, Publishing, Small Business, Editing
Education
DPT Business School 1995 — 1996
Diploma, Programming
Kiev State University, Ukraine 1977 — 1983
MBA in Electronic Engineering, Electronics
Valpak of Philadelphia March 2006 - Present
The Navigator News 2003 - Present
Vanguard 1999 - 2002
The Franklin Mint 1996 - 1999
Skills
Direct Marketing, Advertising Sales, Direct Mail, Advertising, Marketing, Lead Generation, Mobile Marketing, Digital Marketing, Online Advertising, Email Marketing, SEM, Media Buying, B2B, Online Marketing, Database Marketing, Corporate Branding, Sales, Social Media, Publishing, Small Business, Editing
Education
DPT Business School 1995 — 1996
Diploma, Programming
Kiev State University, Ukraine 1977 — 1983
MBA in Electronic Engineering, Electronics
Ben Kuder, MBA, MISM Ben Kuder, MBA, MISM's Vanguard Experience November 2012 - September 2013
Job Consultant at Cervello
Industry Information Technology and Services
Experience
Cervello October 2013 - Present
Vanguard November 2012 - September 2013
FIS Global August 2010 - November 2012
Targetbase January 2008 - August 2010
Texas Instruments June 2002 - November 2006
US Navy April 1993 - November 1997
Skills
Data Warehousing, ETL, SQL, Oracle, Business Objects, Business Intelligence, Informatica, Microsoft SQL Server, Databases, Data Analysis, Datastage, SDLC, Troubleshooting, Integration, Analysis, Enterprise Architecture, Business Analysis, Database Design, Software Project..., Agile Methodologies, Data Modeling, CRM, PL/SQL, Testing, Unix, Amazon Web Services..., SSIS, PostgreSQL, Amazon EC2, Amazon S3, Amazon RDS, Process Improvement, Team Leadership, Cloud Computing, Birst, Hadoop, Hive, Amazon EMR, Big Data
Education
Keller Graduate School of Management of DeVry University 2004 — 2010
MBA, MISM, Information Technology
DeVry University 2004 — 2007
BCIS, Systems Analysis and Integration
Cervello October 2013 - Present
Vanguard November 2012 - September 2013
FIS Global August 2010 - November 2012
Targetbase January 2008 - August 2010
Texas Instruments June 2002 - November 2006
US Navy April 1993 - November 1997
Skills
Data Warehousing, ETL, SQL, Oracle, Business Objects, Business Intelligence, Informatica, Microsoft SQL Server, Databases, Data Analysis, Datastage, SDLC, Troubleshooting, Integration, Analysis, Enterprise Architecture, Business Analysis, Database Design, Software Project..., Agile Methodologies, Data Modeling, CRM, PL/SQL, Testing, Unix, Amazon Web Services..., SSIS, PostgreSQL, Amazon EC2, Amazon S3, Amazon RDS, Process Improvement, Team Leadership, Cloud Computing, Birst, Hadoop, Hive, Amazon EMR, Big Data
Education
Keller Graduate School of Management of DeVry University 2004 — 2010
MBA, MISM, Information Technology
DeVry University 2004 — 2007
BCIS, Systems Analysis and Integration
Patrick Cardelli's Vanguard Experience February 2006 - Present
Job Client Relationship Administrator at Vanguard
Industry Financial Services
Experience
Vanguard February 2006 - Present
The Vanguard Group February 2006 - October 2011
The Home Depot October 1999 - December 2005
Skills
401k, Project Management, Retirement Planning, Microsoft Office, Process Improvement, Financial Services, Customer Service, Mutual Funds, Team Building, Data Analysis, CRM, Relationship Management
Education
Immaculata University 2008 — 2011
BA, Human Performance Management
Millersville University of Pennsylvania 2001 — 2005
Technology Education
Downingtown Senior High School 1995 — 1999
DeSales University
Master of Business Administration (MBA), Management
Vanguard February 2006 - Present
The Vanguard Group February 2006 - October 2011
The Home Depot October 1999 - December 2005
Skills
401k, Project Management, Retirement Planning, Microsoft Office, Process Improvement, Financial Services, Customer Service, Mutual Funds, Team Building, Data Analysis, CRM, Relationship Management
Education
Immaculata University 2008 — 2011
BA, Human Performance Management
Millersville University of Pennsylvania 2001 — 2005
Technology Education
Downingtown Senior High School 1995 — 1999
DeSales University
Master of Business Administration (MBA), Management
Erin Vose Erin Vose's Vanguard Experience August 1989 - January 2000
Job Insurance
Industry Insurance
Experience
NA December 2013 - Present
Allstate Insurance March 2000 - 2012
Montgomery County Emergency Operations May 2005 - March 2006
Vanguard August 1989 - January 2000
Skills
Property & Casualty..., Liability, Casualty, Sales Management, Customer Service...
Education
Montgomery County Community College 2013 — 2014
Master of Business Administration (MBA), Master of Criminal Justice, Business and Criminal Justice/Admin, Criminolgy
Dickinson College 1988 — 1989
Business Law/ Computer Programing
NA December 2013 - Present
Allstate Insurance March 2000 - 2012
Montgomery County Emergency Operations May 2005 - March 2006
Vanguard August 1989 - January 2000
Skills
Property & Casualty..., Liability, Casualty, Sales Management, Customer Service...
Education
Montgomery County Community College 2013 — 2014
Master of Business Administration (MBA), Master of Criminal Justice, Business and Criminal Justice/Admin, Criminolgy
Dickinson College 1988 — 1989
Business Law/ Computer Programing
David F. Huting, CFA's Vanguard Experience September 1996 - August 2000
Job Market Investment Director, PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management April 2013 - Present
Villanova University August 1996 - Present
PNC Wealth Management August 2000 - April 2013
Vanguard September 1996 - August 2000
Skills
Asset Allocation, Public Speaking, Customer Relations, Staff Management, Portfolio Management, Asset Management, Investment Advisory, Diversity & Inclusion, Supplier Diversity, Asset Managment, Alternative Investments, Customer Service, Wealth Management, Hedge Funds, Mutual Funds, Investment Management, Strategic Financial..., Risk Management, Retirement, Leadership, Securities, Finance, Management, Estate Planning, Strategy, Derivatives, Financial Advisory, Series 7, Business Planning, CRM, Fixed Income, Business Development, Equities, Valuation, Financial Modeling, Financial Analysis, Bloomberg, Financial Services, Retirement Planning, Capital Markets, Private Equity, Equity Research, Financial Planning
Education
Drexel University 1984 — 1986
MBA, Finance
University of Maryland - Robert H. Smith School of Business 1980 — 1984
B.S., Finance & Economics
PNC Wealth Management April 2013 - Present
Villanova University August 1996 - Present
PNC Wealth Management August 2000 - April 2013
Vanguard September 1996 - August 2000
Skills
Asset Allocation, Public Speaking, Customer Relations, Staff Management, Portfolio Management, Asset Management, Investment Advisory, Diversity & Inclusion, Supplier Diversity, Asset Managment, Alternative Investments, Customer Service, Wealth Management, Hedge Funds, Mutual Funds, Investment Management, Strategic Financial..., Risk Management, Retirement, Leadership, Securities, Finance, Management, Estate Planning, Strategy, Derivatives, Financial Advisory, Series 7, Business Planning, CRM, Fixed Income, Business Development, Equities, Valuation, Financial Modeling, Financial Analysis, Bloomberg, Financial Services, Retirement Planning, Capital Markets, Private Equity, Equity Research, Financial Planning
Education
Drexel University 1984 — 1986
MBA, Finance
University of Maryland - Robert H. Smith School of Business 1980 — 1984
B.S., Finance & Economics
Mirza Cavalic Mirza Cavalic's Vanguard Experience April 2014 - Present
Job Head of Insurance General Accounts at Vanguard
Industry Financial Services
Experience
Vanguard April 2014 - Present
The Vanguard Group March 2012 - April 2014
Vanguard September 2010 - March 2012
Vanguard June 2007 - September 2010
Skills
Business Development, New Business Development, Management, Strategic Planning, Finance, Asset Management, Strategy Implementation, Analysis, Research, Entrepreneurship, Organizational..., Insurance, Project Management, Competitive Analysis, Financial Modeling, Sales Management, Presentations, Social Entrepreneurship, Corporate Communications, Product Development, RIAs, Startup Development, Banking, ETFs, Mutual Funds, ETF Model Portfolios, Strategy, Investments, Financial Analysis, Leadership
Education
Dickinson College 2000 — 2004
Bachelor of Arts (B.A.), International Business and Management
Vanguard April 2014 - Present
The Vanguard Group March 2012 - April 2014
Vanguard September 2010 - March 2012
Vanguard June 2007 - September 2010
Skills
Business Development, New Business Development, Management, Strategic Planning, Finance, Asset Management, Strategy Implementation, Analysis, Research, Entrepreneurship, Organizational..., Insurance, Project Management, Competitive Analysis, Financial Modeling, Sales Management, Presentations, Social Entrepreneurship, Corporate Communications, Product Development, RIAs, Startup Development, Banking, ETFs, Mutual Funds, ETF Model Portfolios, Strategy, Investments, Financial Analysis, Leadership
Education
Dickinson College 2000 — 2004
Bachelor of Arts (B.A.), International Business and Management
Christopher Perry, CFA Christopher Perry, CFA's Vanguard Experience 1990 - 1994
Job Portfolio Manager and Analyst
Industry Investment Management
Experience
1919 Investment Counsel 2014 - Present
Manulife Asset Management/John Hancock Investments 2005 - 2014
Turner Investments, L.P. 1998 - 2005
Pennsylvania Merchant Group Ltd 1996 - 1998
Miller Anderson & Sherrerd 1994 - 1996
Vanguard 1990 - 1994
Skills
Portfolio Management, Investments, Equities, Equity Research, Asset Management, Mutual Funds, Investment Management, Bloomberg, Investment Strategies, Financial Modeling, Wealth Management, Securities, Risk Management, Capital Markets, Financial Services, Hedge Funds, Process Improvement, Valuation, Investment Banking, Team Building, Investment Advisory, Microsoft Office, Client-focused, Factset, Manage Client..., Client Management, Macroeconomics, Economic Outlook, Investment Reports, Financial Statement..., Due Diligence, Market Research, Team Leadership, Supervision, Media, Basic Materials, Business Services, Sell Side Research, Buy Side Research, Technology, Telecom, Health Care, Direct Marketing, Small Cap Research, Mid Cap Research, Large Cap Research
Education
Drexel University
MBA, Finance with Investment Management Concentration
Villanova University
BS, Business Administration with Finance Concentration
1919 Investment Counsel 2014 - Present
Manulife Asset Management/John Hancock Investments 2005 - 2014
Turner Investments, L.P. 1998 - 2005
Pennsylvania Merchant Group Ltd 1996 - 1998
Miller Anderson & Sherrerd 1994 - 1996
Vanguard 1990 - 1994
Skills
Portfolio Management, Investments, Equities, Equity Research, Asset Management, Mutual Funds, Investment Management, Bloomberg, Investment Strategies, Financial Modeling, Wealth Management, Securities, Risk Management, Capital Markets, Financial Services, Hedge Funds, Process Improvement, Valuation, Investment Banking, Team Building, Investment Advisory, Microsoft Office, Client-focused, Factset, Manage Client..., Client Management, Macroeconomics, Economic Outlook, Investment Reports, Financial Statement..., Due Diligence, Market Research, Team Leadership, Supervision, Media, Basic Materials, Business Services, Sell Side Research, Buy Side Research, Technology, Telecom, Health Care, Direct Marketing, Small Cap Research, Mid Cap Research, Large Cap Research
Education
Drexel University
MBA, Finance with Investment Management Concentration
Villanova University
BS, Business Administration with Finance Concentration
Cyndi Anaya Cyndi Anaya's Vanguard Experience July 2008 - August 2010
Job Independent Financial Services Professional
Industry Financial Services
Experience
Vanguard July 2008 - August 2010
AIG April 2006 - July 2008
Edward Jones September 2002 - April 2006
Skills
Fixed Income, Bloomberg, Equities, Investments, Capital Markets, Banking, Financial Analysis, Mutual Funds, Series 7, Customer Relations, Securities, Asset Management, Bonds, Excel, Asset Allocation, Options, Customer Service, Derivatives, Trading, Risk Management, PowerPoint, Word, Financial Markets, Microsoft Office, Coaching, Microsoft Word, Wealth Management, Investment Advisory, Microsoft Excel
Education
DeVry University 2001 — 2004
Bachelor, Information Technology
Vanguard July 2008 - August 2010
AIG April 2006 - July 2008
Edward Jones September 2002 - April 2006
Skills
Fixed Income, Bloomberg, Equities, Investments, Capital Markets, Banking, Financial Analysis, Mutual Funds, Series 7, Customer Relations, Securities, Asset Management, Bonds, Excel, Asset Allocation, Options, Customer Service, Derivatives, Trading, Risk Management, PowerPoint, Word, Financial Markets, Microsoft Office, Coaching, Microsoft Word, Wealth Management, Investment Advisory, Microsoft Excel
Education
DeVry University 2001 — 2004
Bachelor, Information Technology
Alisa Levine Alisa Levine's Vanguard Experience December 2012 - Present
Job Financial Processing Associate at Vanguard
Industry Marketing and Advertising
Experience
Vanguard December 2012 - Present
March of Dimes August 2011 - January 2012
Pampered Pooches January 2006 - July 2011
Aim Mail Centers June 2010 - August 2010
Education
Dickinson College 2007 — 2011
BA, International Business & Management
The University of Queensland 2010 — 2010
Human Resource Management/Marketing
West Chester Henderson High School 2003 — 2007
Vanguard December 2012 - Present
March of Dimes August 2011 - January 2012
Pampered Pooches January 2006 - July 2011
Aim Mail Centers June 2010 - August 2010
Education
Dickinson College 2007 — 2011
BA, International Business & Management
The University of Queensland 2010 — 2010
Human Resource Management/Marketing
West Chester Henderson High School 2003 — 2007
Francine Kelley Francine Kelley's Vanguard Experience November 2004 - February 2005
Job Bookkeeper
Industry Accounting
Experience
Financial Solutions of Arizona, LLC March 2009 - Present
VincentBenjamin May 2014 - July 2014
Accountemps July 2013 - July 2013
Accounting Principals August 2010 - June 2013
Vangent, Inc. March 2007 - September 2008
Pearson Government Solutions March 2005 - March 2007
Vanguard November 2004 - February 2005
American Stock Transfer and Trust Co April 2003 - August 2004
Manpower Inc. February 2001 - April 2003
IBM October 1999 - December 2000
Skills
Payroll, Management, Accounts Payable, QuickBooks, Accounts Receivable, Accounting, Access, Invoicing, Human Resources, Budgets, Small Business, Bookkeeping, Cash Flow, Finance, Tax, Time Management, Financial Analysis
Education
Dowling College 1992 — 1994
MBA
Saint Joseph's College 1986 — 1988
BS
Saint Joseph's College 1971 — 1975
Bachelor of Science (BS)
Financial Solutions of Arizona, LLC March 2009 - Present
VincentBenjamin May 2014 - July 2014
Accountemps July 2013 - July 2013
Accounting Principals August 2010 - June 2013
Vangent, Inc. March 2007 - September 2008
Pearson Government Solutions March 2005 - March 2007
Vanguard November 2004 - February 2005
American Stock Transfer and Trust Co April 2003 - August 2004
Manpower Inc. February 2001 - April 2003
IBM October 1999 - December 2000
Skills
Payroll, Management, Accounts Payable, QuickBooks, Accounts Receivable, Accounting, Access, Invoicing, Human Resources, Budgets, Small Business, Bookkeeping, Cash Flow, Finance, Tax, Time Management, Financial Analysis
Education
Dowling College 1992 — 1994
MBA
Saint Joseph's College 1986 — 1988
BS
Saint Joseph's College 1971 — 1975
Bachelor of Science (BS)
Hal Eaton Hal Eaton's Vanguard Experience February 1999 - Present
Job Senior Client Relationship Manager at Vanguard
Industry Financial Services
Experience
Vanguard February 1999 - Present
Vanguard May 1995 - February 1999
Vanguard December 1992 - June 1995
Vanguard December 1990 - December 1992
Skills
FINRA Series 6 & 63...
Education
Dickinson College 1986 — 1990
BA, Economics
Vanguard February 1999 - Present
Vanguard May 1995 - February 1999
Vanguard December 1992 - June 1995
Vanguard December 1990 - December 1992
Skills
FINRA Series 6 & 63...
Education
Dickinson College 1986 — 1990
BA, Economics
Elisa Garofalo, MBA Elisa Garofalo, MBA's Vanguard Experience January 2004 - January 2013
Job Property Management Administrator at Brookstone Management
Industry Financial Services
Experience
Brookstone Management May 2015 - Present
Morrison Healthcare September 2014 - May 2015
ABM Industries February 2013 - September 2014
Miche Bag November 2012 - June 2014
Vanguard January 2004 - January 2013
Sunnybrook Golf Club March 2002 - March 2003
Skills
Project Management, Process Improvement, Risk Management, Financial Services, Mutual Funds, Securities, Series 7, Investments, Banking, Relationship Management, Leadership, Series 63, Equities, Customer Service, Microsoft Excel, Budgets, ETFs, Microsoft Office, Asset Servicing, Subaccounting
Education
La Salle University 2008 — 2012
Master, Business Administration (Finance)
Drexel University 2000 — 2003
Bachelor of Science, Culinary Arts and Hospitality Management
Brookstone Management May 2015 - Present
Morrison Healthcare September 2014 - May 2015
ABM Industries February 2013 - September 2014
Miche Bag November 2012 - June 2014
Vanguard January 2004 - January 2013
Sunnybrook Golf Club March 2002 - March 2003
Skills
Project Management, Process Improvement, Risk Management, Financial Services, Mutual Funds, Securities, Series 7, Investments, Banking, Relationship Management, Leadership, Series 63, Equities, Customer Service, Microsoft Excel, Budgets, ETFs, Microsoft Office, Asset Servicing, Subaccounting
Education
La Salle University 2008 — 2012
Master, Business Administration (Finance)
Drexel University 2000 — 2003
Bachelor of Science, Culinary Arts and Hospitality Management
Gordon Miller, CFS® Gordon Miller, CFS®'s Vanguard Experience 2008 - 2011
Job VP, National Advisory Consultant, RIA Channel
Industry Financial Services
Experience
Cole Capital March 2014 - Present
Guggenheim Partners 2011 - March 2014
Vanguard 2008 - 2011
Columbia Management 2003 - 2008
MFS Investment Management 2001 - 2003
Skills
ETFs, Mutual Funds, Annuities, 529 Plans, Indexing, Investments, Series 7, Series 63, Alternative Investments, Investment Strategies, Consultative Selling, Asset Allocation, Separately Managed...
Education
Dickinson College 1997 — 2001
Bachelor of Arts (B.A.)
Morristown-Beard 1993 — 1997
Cole Capital March 2014 - Present
Guggenheim Partners 2011 - March 2014
Vanguard 2008 - 2011
Columbia Management 2003 - 2008
MFS Investment Management 2001 - 2003
Skills
ETFs, Mutual Funds, Annuities, 529 Plans, Indexing, Investments, Series 7, Series 63, Alternative Investments, Investment Strategies, Consultative Selling, Asset Allocation, Separately Managed...
Education
Dickinson College 1997 — 2001
Bachelor of Arts (B.A.)
Morristown-Beard 1993 — 1997
Allison DeMatteo Allison DeMatteo's Vanguard Experience August 2014 - February 2015
Job Records Management Specialist at Southeastern Pennsylvania Transportation Authority (SEPTA)
Industry Information Services
Experience
Southeastern Pennsylvania Transportation Authority (SEPTA) March 2015 - Present
Vanguard August 2014 - February 2015
Yale University June 2013 - July 2014
ACLU March 2011 - May 2013
Facts On File, Inc./INFOBASE LEARNING February 2001 - February 2011
Skills
Copy Editing, Database Design, Writing, Project Management, Proofreading, Archival Processing, Cataloging, Staff Management, Employee Training, FileMaker, Records Management, Research, Editing, Metadata
Education
Queen's College 2007 — 2010
Master of Library & Information Science (M.L.I.S.)
Drew University 1995 — 1999
Bachelor of Arts (B.A.), English and History
Southeastern Pennsylvania Transportation Authority (SEPTA) March 2015 - Present
Vanguard August 2014 - February 2015
Yale University June 2013 - July 2014
ACLU March 2011 - May 2013
Facts On File, Inc./INFOBASE LEARNING February 2001 - February 2011
Skills
Copy Editing, Database Design, Writing, Project Management, Proofreading, Archival Processing, Cataloging, Staff Management, Employee Training, FileMaker, Records Management, Research, Editing, Metadata
Education
Queen's College 2007 — 2010
Master of Library & Information Science (M.L.I.S.)
Drew University 1995 — 1999
Bachelor of Arts (B.A.), English and History
Jason Kunkle Jason Kunkle's Vanguard Experience August 2013 - Present
Job Supervisor at Vanguard
Industry Financial Services
Experience
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 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
Spyro Karetsos Spyro Karetsos's Vanguard Experience November 2010 - Present
Job Director of Enterprise Risk Management at Vanguard
Industry Investment Management
Experience
The Risk Management Association November 2013 - Present
Vanguard November 2010 - Present
Goldman Sachs August 2006 - October 2010
Federal Reserve Bank of Philadelphia September 2003 - August 2006
Federal Reserve Bank of New York February 1997 - September 2003
Education
University of Wisconsin-Madison 2002 — 2004
GSB, Banking
Pace University - Lubin School of Business 2000 — 2004
MBA, Finance
Dickinson College 1992 — 1996
The Risk Management Association November 2013 - Present
Vanguard November 2010 - Present
Goldman Sachs August 2006 - October 2010
Federal Reserve Bank of Philadelphia September 2003 - August 2006
Federal Reserve Bank of New York February 1997 - September 2003
Education
University of Wisconsin-Madison 2002 — 2004
GSB, Banking
Pace University - Lubin School of Business 2000 — 2004
MBA, Finance
Dickinson College 1992 — 1996
Lea Armstrong Lea Armstrong's Vanguard Experience November 2014 - February 2015
Job Financial Services Professional
Industry Financial Services
Experience
CreditRepair.com May 2015 - Present
Vanguard November 2014 - February 2015
Rels May 2013 - August 2014
Lea's Catering June 2006 - May 2013
Verizon Wireless July 2004 - June 2006
American Security & Investigations January 2002 - June 2004
Skills
Call Centers, Sales, Customer Service, Problem Solving, Data Entry, Credit, Insurance, Banking, Team Leadership, Investments
Education
DeVry University 2015 — 2019
Bachelor of Business Administration (BBA), Small Business Administration/Management
St. Paul Technical College
Certificate, Certified Nursing Assistant
CreditRepair.com May 2015 - Present
Vanguard November 2014 - February 2015
Rels May 2013 - August 2014
Lea's Catering June 2006 - May 2013
Verizon Wireless July 2004 - June 2006
American Security & Investigations January 2002 - June 2004
Skills
Call Centers, Sales, Customer Service, Problem Solving, Data Entry, Credit, Insurance, Banking, Team Leadership, Investments
Education
DeVry University 2015 — 2019
Bachelor of Business Administration (BBA), Small Business Administration/Management
St. Paul Technical College
Certificate, Certified Nursing Assistant
Eboni (Brown) Ward's Vanguard Experience January 2011 - Present
Job Relationship Manager at Vanguard
Industry Financial Services
Experience
Vanguard January 2011 - Present
Vanguard August 2004 - December 2010
Skills
Asset Allocation, Series 6, Mutual Funds, Series 63, Financial Services, Investments, Relationship Management, Finance, 401k, Retirement, Investment Advisory, FINRA, Retirement Planning, Financial Analysis, Investment Management, Fixed Income, Securities, Wealth Management, Investment Strategies, Strategic Financial..., Alternative Investments, Portfolio Management, ETFs, Bloomberg, Asset Management, Equities
Education
Dickinson College
Bachelor of Arts (B.A.), International Business & Management
Villanova University
MBA
Vanguard January 2011 - Present
Vanguard August 2004 - December 2010
Skills
Asset Allocation, Series 6, Mutual Funds, Series 63, Financial Services, Investments, Relationship Management, Finance, 401k, Retirement, Investment Advisory, FINRA, Retirement Planning, Financial Analysis, Investment Management, Fixed Income, Securities, Wealth Management, Investment Strategies, Strategic Financial..., Alternative Investments, Portfolio Management, ETFs, Bloomberg, Asset Management, Equities
Education
Dickinson College
Bachelor of Arts (B.A.), International Business & Management
Villanova University
MBA
Bridget Birkner Bridget Birkner's Vanguard Experience August 2014 - Present
Job Owner and Founder of The Spiral Willow
Industry Consumer Goods
Experience
Vanguard August 2014 - Present
The Spiral Willow February 2014 - Present
The Bohemian Hobbit 2007 - Present
Celtic Healing Hands May 2005 - Present
Vanguard August 2011 - August 2014
Randstad January 2011 - August 2011
The Loomis Company2006 - 2010 November 2006 - October 2010
Back and Neck Clinic of Exeter May 2006 - September 2006
Pottstown Chiropractic Rehabilitation Center & 2004 - 2006 August 2004 - May 2006
Verizon February 1999 - November 2002
Skills
Customer Service, Outlook, Call Center, Lotus Notes, Data Entry, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Administrative..., Process Scheduler, Time Management, Workshop Facilitation, Access, Customer Satisfaction, Spreadsheets, PeopleSoft, Public Speaking, File Management, Office Administration, Healthcare, Wellness, Leadership, Project Management, Data Analysis, Troubleshooting, Research, Management, Process Improvement
Education
Owen J. Roberts Adult Certifications 2005 — 2005
Certifications of Massage Therapy and Touch for Health Therapy, Healing Arts
Drexel University 1999 — 2000
Communications
Kutztown University 1994 — 1995
Sociology Major
Montgomery County Community College 1992 — 1994
Human Services/Sociology Major, 3.8
Vanguard August 2014 - Present
The Spiral Willow February 2014 - Present
The Bohemian Hobbit 2007 - Present
Celtic Healing Hands May 2005 - Present
Vanguard August 2011 - August 2014
Randstad January 2011 - August 2011
The Loomis Company2006 - 2010 November 2006 - October 2010
Back and Neck Clinic of Exeter May 2006 - September 2006
Pottstown Chiropractic Rehabilitation Center & 2004 - 2006 August 2004 - May 2006
Verizon February 1999 - November 2002
Skills
Customer Service, Outlook, Call Center, Lotus Notes, Data Entry, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Administrative..., Process Scheduler, Time Management, Workshop Facilitation, Access, Customer Satisfaction, Spreadsheets, PeopleSoft, Public Speaking, File Management, Office Administration, Healthcare, Wellness, Leadership, Project Management, Data Analysis, Troubleshooting, Research, Management, Process Improvement
Education
Owen J. Roberts Adult Certifications 2005 — 2005
Certifications of Massage Therapy and Touch for Health Therapy, Healing Arts
Drexel University 1999 — 2000
Communications
Kutztown University 1994 — 1995
Sociology Major
Montgomery County Community College 1992 — 1994
Human Services/Sociology Major, 3.8
Desiree Wilfong Desiree Wilfong's Vanguard Experience December 2004 - August 2007
Job Litigation Attorney at Lucas and Cavalier
Industry Law Practice
Experience
Lucas and Cavalier, LLC January 2014 - Present
Eckert Seamans November 2010 - December 2013
Vanguard December 2004 - August 2007
Skills
Defense, Litigation, Civil Litigation, Commercial Litigation, Legal Research, Legal Writing
Education
Drexel University 2007 — 2010
J.D., Law
Dickinson College 2000 — 2004
B.A., International Studies and German
Universität Bremen 2002 — 2003
Academic year study abroad program
Lucas and Cavalier, LLC January 2014 - Present
Eckert Seamans November 2010 - December 2013
Vanguard December 2004 - August 2007
Skills
Defense, Litigation, Civil Litigation, Commercial Litigation, Legal Research, Legal Writing
Education
Drexel University 2007 — 2010
J.D., Law
Dickinson College 2000 — 2004
B.A., International Studies and German
Universität Bremen 2002 — 2003
Academic year study abroad program
Ricardo Gardea's Vanguard Experience March 2013 - Present
Job Vanguard Associate
Industry Financial Services
Experience
Vanguard March 2013 - Present
Skills
Relationship Management, Financial Services, Investments, Lotus Notes, Finance, Access, PeopleSoft, Visio, Series 6, Series 63, Life & Health Insurance..., CRM, Mutual Funds, Customer Service, Microsoft Office, Microsoft Excel, Series 7, Asset Allocation, PowerPoint, Microsoft Word
Education
DeVry University 2007 — 2010
Bachelor of Science, Computer Information Systems
Vanguard March 2013 - Present
Skills
Relationship Management, Financial Services, Investments, Lotus Notes, Finance, Access, PeopleSoft, Visio, Series 6, Series 63, Life & Health Insurance..., CRM, Mutual Funds, Customer Service, Microsoft Office, Microsoft Excel, Series 7, Asset Allocation, PowerPoint, Microsoft Word
Education
DeVry University 2007 — 2010
Bachelor of Science, Computer Information Systems
Patrick Cortese's Vanguard Experience July 2010 - December 2012
Job 401(k) District Manager at ADP
Industry Financial Services
Experience
ADP July 2014 - Present
SEI December 2012 - July 2014
Social Impact Inc. November 2010 - July 2014
Vanguard July 2010 - December 2012
The Office of Congressman Tim Holden January 2008 - May 2008
Skills
Account Management, CRM, Customer Service, Finance, Financial Services, Investments, Leadership, Management, Marketing, Mutual Funds, Non-profits, Nonprofits, Research, Sales, Series 63, Strategy, Time Management, Business Development
Education
Saint Joseph's University 2011 — 2015
Master of Business Administration (M.B.A.), Finance and Marketing
Dickinson College 2003 — 2008
Bachelor of Arts, Philosophy
ADP July 2014 - Present
SEI December 2012 - July 2014
Social Impact Inc. November 2010 - July 2014
Vanguard July 2010 - December 2012
The Office of Congressman Tim Holden January 2008 - May 2008
Skills
Account Management, CRM, Customer Service, Finance, Financial Services, Investments, Leadership, Management, Marketing, Mutual Funds, Non-profits, Nonprofits, Research, Sales, Series 63, Strategy, Time Management, Business Development
Education
Saint Joseph's University 2011 — 2015
Master of Business Administration (M.B.A.), Finance and Marketing
Dickinson College 2003 — 2008
Bachelor of Arts, Philosophy
Christopher Reesman Christopher Reesman's Vanguard Experience November 2006 - April 2008
Job Systems Administrator at Craig Technologies
Industry Information Technology and Services
Experience
Craig Technologies August 2011 - Present
Tyco Electronics April 2008 - August 2011
Vanguard November 2006 - April 2008
Vanguard April 2006 - November 2006
Vanguard July 2005 - April 2006
Select Medical Corporation May 2004 - August 2004
Skills
Unix, Active Directory, Solaris, Linux, Shell Scripting, System Administration, Apache, Tomcat, Network Administration, Perl, Requirements Analysis, Integration, SQL, SharePoint, Red Hat Linux, Netbackup, Deployment Strategies, Control-M, HP Openview, IBM Tivoli, WebSphere MQ, Servers, Disaster Recovery, Computer Security, Operating Systems, Unix Shell Scripting, Oracle, Security, Data Center, Databases, Network Security, Hardware, BMC Remedy, Cisco Technologies, Troubleshooting, Leadership
Education
Drexel University 2009 — 2014
Master of Science (MS), Information Systems, 3.71 GPA
Pennsylvania State University 2000 — 2005
Bachelor of Science (BS), Information Science and Technology, 3.43 GPA
Craig Technologies August 2011 - Present
Tyco Electronics April 2008 - August 2011
Vanguard November 2006 - April 2008
Vanguard April 2006 - November 2006
Vanguard July 2005 - April 2006
Select Medical Corporation May 2004 - August 2004
Skills
Unix, Active Directory, Solaris, Linux, Shell Scripting, System Administration, Apache, Tomcat, Network Administration, Perl, Requirements Analysis, Integration, SQL, SharePoint, Red Hat Linux, Netbackup, Deployment Strategies, Control-M, HP Openview, IBM Tivoli, WebSphere MQ, Servers, Disaster Recovery, Computer Security, Operating Systems, Unix Shell Scripting, Oracle, Security, Data Center, Databases, Network Security, Hardware, BMC Remedy, Cisco Technologies, Troubleshooting, Leadership
Education
Drexel University 2009 — 2014
Master of Science (MS), Information Systems, 3.71 GPA
Pennsylvania State University 2000 — 2005
Bachelor of Science (BS), Information Science and Technology, 3.43 GPA
Pat Tobler, QKA's Vanguard Experience October 2011 - April 2013
Job Director, Enterprise Project Management at Ascensus
Industry Financial Services
Experience
Ascensus April 2013 - Present
Vanguard October 2011 - April 2013
Vanguard June 2009 - December 2011
Vanguard July 2004 - June 2009
BISYS Fund Services July 2003 - July 2004
Merrill Lynch April 2001 - July 2003
Merrill Lynch February 2000 - April 2001
Skills
People Development, Team Leadership, Project Management, Strategic Planning, Six Sigma, Strategy, Retirement, Team Management, Leadership, Management, Process Improvement, Business Process..., Change Management, Risk Management, Cross-functional Team..., Business Analysis, Team Building, Financial Analysis, Analysis, Program Management, Financial Services, SDLC, Vendor Management, Insurance, Relationship Management, CRM, Pensions, Portfolio Management, Mutual Funds, Finance
Education
DeSales University 1990 — 1994
Bachelor of Science, Accounting
Cardinal Dougherty High School 1987 — 1990
Ascensus April 2013 - Present
Vanguard October 2011 - April 2013
Vanguard June 2009 - December 2011
Vanguard July 2004 - June 2009
BISYS Fund Services July 2003 - July 2004
Merrill Lynch April 2001 - July 2003
Merrill Lynch February 2000 - April 2001
Skills
People Development, Team Leadership, Project Management, Strategic Planning, Six Sigma, Strategy, Retirement, Team Management, Leadership, Management, Process Improvement, Business Process..., Change Management, Risk Management, Cross-functional Team..., Business Analysis, Team Building, Financial Analysis, Analysis, Program Management, Financial Services, SDLC, Vendor Management, Insurance, Relationship Management, CRM, Pensions, Portfolio Management, Mutual Funds, Finance
Education
DeSales University 1990 — 1994
Bachelor of Science, Accounting
Cardinal Dougherty High School 1987 — 1990
Grey Cremer's Vanguard Experience May 2004 - February 2007
Job Freelance Graphic Designer (Selfemployed) at
Industry Design
Experience
Grey Cremer Design May 2007 - Present
AHAA January 2008 - July 2009
Self-employed May 2007 - December 2007
Ingrid Digital Home Protection February 2007 - May 2007
Vanguard May 2004 - February 2007
Self-employed March 1999 - May 2004
College of Media Arts and Design, Drexel University June 2002 - September 2003
eCal Corporation March 2000 - January 2001
Universal Health Services August 1996 - March 1999
Skills
Graphic Design, Logo Design, Corporate Identity, Brochures, Advertising
Education
The University of the Arts 2006 — 2008
Continuing, Web Design, CSS, Dynamic/XHTML/XML
Drexel University 1990 — 1994
Wyomissing 1986 — 1990
Grey Cremer Design May 2007 - Present
AHAA January 2008 - July 2009
Self-employed May 2007 - December 2007
Ingrid Digital Home Protection February 2007 - May 2007
Vanguard May 2004 - February 2007
Self-employed March 1999 - May 2004
College of Media Arts and Design, Drexel University June 2002 - September 2003
eCal Corporation March 2000 - January 2001
Universal Health Services August 1996 - March 1999
Skills
Graphic Design, Logo Design, Corporate Identity, Brochures, Advertising
Education
The University of the Arts 2006 — 2008
Continuing, Web Design, CSS, Dynamic/XHTML/XML
Drexel University 1990 — 1994
Wyomissing 1986 — 1990
Robert L. Hodges III's Vanguard Experience May 2013 - Present
Job Business Development Group Investment Specialist Sales Leader at Vanguard
Industry Financial Services
Experience
Vanguard May 2013 - Present
The Vanguard Group September 2006 - May 2013
Good Samaritan Shelter, Phoenixville, PA 2008 - October 2011
The Vanguard Group April 2005 - September 2006
The Vanguard Group June 2003 - April 2005
Skills
Mutual Funds, Series 6, Series 63, Relationship Management, Management, Portfolio Management, CRM, Investments, Leadership, Finance, Financial Services, Business Planning, Series 7, FINRA, Securities, Retirement Planning, 401k, Retirement, ETFs
Education
DeSales University 2013 — 2016
Master of Business Administration (MBA), Finance
Immaculata University
Bachelors of Arts, Finance & Organizational Management (Dual Major)
Vanguard May 2013 - Present
The Vanguard Group September 2006 - May 2013
Good Samaritan Shelter, Phoenixville, PA 2008 - October 2011
The Vanguard Group April 2005 - September 2006
The Vanguard Group June 2003 - April 2005
Skills
Mutual Funds, Series 6, Series 63, Relationship Management, Management, Portfolio Management, CRM, Investments, Leadership, Finance, Financial Services, Business Planning, Series 7, FINRA, Securities, Retirement Planning, 401k, Retirement, ETFs
Education
DeSales University 2013 — 2016
Master of Business Administration (MBA), Finance
Immaculata University
Bachelors of Arts, Finance & Organizational Management (Dual Major)
Randy Kelso's Vanguard Experience January 2007 - Present
Job Defined Contribution Relationship Manager
Industry Investment Management
Experience
Vanguard January 2007 - Present
Wells Fargo Bank January 1997 - January 2007
Wells Fargo Bank 1997 - 2007
Principal Financial Group January 1991 - January 1997
Principal Financial Group 1991 - 1996
Skills
Series 6, 401k, Series 63, Retirement, Investments, Defined Benefit, Financial Services, Pensions, Asset Allocation, Relationship Management, ERISA, Profit Sharing, Defined Contribution
Education
Drake University 1993 — 1997
MBA
University of Iowa - Henry B. Tippie College of Business 1987 — 1991
Preble High School 1984 — 1987
Drake University
Master of Business Administration (MBA)
University of Iowa
Bachelor of Business Administration, Finance
Vanguard January 2007 - Present
Wells Fargo Bank January 1997 - January 2007
Wells Fargo Bank 1997 - 2007
Principal Financial Group January 1991 - January 1997
Principal Financial Group 1991 - 1996
Skills
Series 6, 401k, Series 63, Retirement, Investments, Defined Benefit, Financial Services, Pensions, Asset Allocation, Relationship Management, ERISA, Profit Sharing, Defined Contribution
Education
Drake University 1993 — 1997
MBA
University of Iowa - Henry B. Tippie College of Business 1987 — 1991
Preble High School 1984 — 1987
Drake University
Master of Business Administration (MBA)
University of Iowa
Bachelor of Business Administration, Finance
Robert Geiger's Vanguard Experience Financial Advisor Services - Relationship ManagerVanguardMay 2007 - Present
Job Vanguard Financial Advisor Services Relationship Manager
Industry Financial Services
Experience
Vanguard Financial Advisor Services - Relationship ManagerVanguardMay 2007 - Present
Vanguard October 2005 - May 2007
Vanguard January 1994 - June 1999
Vanguard October 1989 - January 1993
Vanguard January 1993 - 1993
Education
Saint Joseph's University - Erivan K. Haub School of Business 1995 — 1998
MBA, Marketing
Dickinson College 1982 — 1986
BA, Economics
The London School of Economics and Political Science (LSE) 1984 — 1984
Economics
University of London 1984 — 1984
Humanities
Vanguard Financial Advisor Services - Relationship ManagerVanguardMay 2007 - Present
Vanguard October 2005 - May 2007
Vanguard January 1994 - June 1999
Vanguard October 1989 - January 1993
Vanguard January 1993 - 1993
Education
Saint Joseph's University - Erivan K. Haub School of Business 1995 — 1998
MBA, Marketing
Dickinson College 1982 — 1986
BA, Economics
The London School of Economics and Political Science (LSE) 1984 — 1984
Economics
University of London 1984 — 1984
Humanities
Dan Chidester's Vanguard Experience December 2009 - Present
Job Senior Web Developer
Industry Financial Services
Experience
Vanguard December 2009 - Present
Respect Is Earned, LLC. February 2009 - June 2009
The Vanguard Group February 2006 - February 2009
Vanguard February 2006 - March 2007
Skills
CSS, HTML, PHP, Agile Methodologies, Information Architecture, JavaScript, User Experience, jQuery, XML, User Interface Design, SQL, SDLC, Java, Agile Project Management, Scrum
Education
Drexel University 2001 — 2006
Computer Science
Downingtown High School 1997 — 2001
Vanguard December 2009 - Present
Respect Is Earned, LLC. February 2009 - June 2009
The Vanguard Group February 2006 - February 2009
Vanguard February 2006 - March 2007
Skills
CSS, HTML, PHP, Agile Methodologies, Information Architecture, JavaScript, User Experience, jQuery, XML, User Interface Design, SQL, SDLC, Java, Agile Project Management, Scrum
Education
Drexel University 2001 — 2006
Computer Science
Downingtown High School 1997 — 2001
Dave Orkin's Vanguard Experience October 2012 - Present
Job Project Manager at Vanguard
Industry Financial Services
Experience
Vanguard October 2012 - Present
The Vanguard Group October 2007 - September 2012
Vanguard July 1999 - September 2007
Vanguard July 1997 - June 1999
Susquehanna International Group, LLP (SIG) September 1995 - July 1997
Skills
SQL, SharePoint, Requirements Gathering, Agile Project Management, Visio, Process Improvement, Scrum, Disaster Recovery, Project Management, Vendor Management, Management, Agile Methodologies, PMP, Program Management, Business Intelligence, Leadership
Education
Drexel University 1998 — 2001
Master of Science (MS), Information Science/Studies
Drexel University 1992 — 1997
Bachelor of Science (B.S.), Information Science/Studies
cheltenham
Vanguard October 2012 - Present
The Vanguard Group October 2007 - September 2012
Vanguard July 1999 - September 2007
Vanguard July 1997 - June 1999
Susquehanna International Group, LLP (SIG) September 1995 - July 1997
Skills
SQL, SharePoint, Requirements Gathering, Agile Project Management, Visio, Process Improvement, Scrum, Disaster Recovery, Project Management, Vendor Management, Management, Agile Methodologies, PMP, Program Management, Business Intelligence, Leadership
Education
Drexel University 1998 — 2001
Master of Science (MS), Information Science/Studies
Drexel University 1992 — 1997
Bachelor of Science (B.S.), Information Science/Studies
cheltenham
Jaison Mathai's Vanguard Experience August 2007 - April 2008
Job IT support at City of Sugar Land
Industry Information Technology and Services
Experience
City of Sugar Land July 2013 - Present
InTouch Health May 2010 - August 2012
RE/MAX Action Realty June 2006 - April 2010
Pinnacle Technical Resources April 2008 - July 2009
Vanguard August 2007 - April 2008
Robert Half Technology February 2007 - August 2007
RE/MAX Gateway September 2004 - June 2006
Merck & Co., Inc. April 2001 - May 2004
Merck & Co., Inc. June 2000 - September 2000
Skills
Contract Negotiation, Gas Stations, Project Management, Negotiation, Strategic Planning, Process Improvement, Microsoft Office, Databases, Marketing, Analysis, Real Estate, Sales, SharePoint, Active Directory, Troubleshooting, Security, Networking
Education
Drexel University 1996 — 2001
Bachelor of Science (B.S.), Information Systems, minor in Business
City of Sugar Land July 2013 - Present
InTouch Health May 2010 - August 2012
RE/MAX Action Realty June 2006 - April 2010
Pinnacle Technical Resources April 2008 - July 2009
Vanguard August 2007 - April 2008
Robert Half Technology February 2007 - August 2007
RE/MAX Gateway September 2004 - June 2006
Merck & Co., Inc. April 2001 - May 2004
Merck & Co., Inc. June 2000 - September 2000
Skills
Contract Negotiation, Gas Stations, Project Management, Negotiation, Strategic Planning, Process Improvement, Microsoft Office, Databases, Marketing, Analysis, Real Estate, Sales, SharePoint, Active Directory, Troubleshooting, Security, Networking
Education
Drexel University 1996 — 2001
Bachelor of Science (B.S.), Information Systems, minor in Business
Brian Levitt's Vanguard Experience March 2012 - Present
Job IT Consultant at Vanguard
Industry Financial Services
Experience
Vanguard March 2012 - Present
Yellowbook360 November 2007 - January 2012
Siemens Medical Solutions February 2005 - November 2007
Unisys Corporation November 2002 - February 2005
Cingular Wireless May 1999 - November 2002
Skills
VMware, Troubleshooting, Active Directory, Cluster, Windows Server, DHCP, SharePoint, Switches, Data Center, Microsoft SQL Server, Networking, WAN, Microsoft Exchange, Disaster Recovery, Servers, Unix, DNS
Education
DeVry University 2010 — 2013
Bachelors of Science, Network Communications Management
Montgomery County Community College
Cisco Networking Academy
CHUBB Institute
Computer Technical Support
East Stroudsburg University 1991 — 1993
Excercise Physiology
North Penn High School 1987 — 1990
Vanguard March 2012 - Present
Yellowbook360 November 2007 - January 2012
Siemens Medical Solutions February 2005 - November 2007
Unisys Corporation November 2002 - February 2005
Cingular Wireless May 1999 - November 2002
Skills
VMware, Troubleshooting, Active Directory, Cluster, Windows Server, DHCP, SharePoint, Switches, Data Center, Microsoft SQL Server, Networking, WAN, Microsoft Exchange, Disaster Recovery, Servers, Unix, DNS
Education
DeVry University 2010 — 2013
Bachelors of Science, Network Communications Management
Montgomery County Community College
Cisco Networking Academy
CHUBB Institute
Computer Technical Support
East Stroudsburg University 1991 — 1993
Excercise Physiology
North Penn High School 1987 — 1990
Jeff Remel's Vanguard Experience April 2005 - Present
Job Project Manger at Vanguard
Industry Information Technology and Services
Experience
Vanguard April 2005 - Present
Vanguard September 2012 - December 2013
Vanguard August 2010 - September 2012
Skills
Project Management, Process Improvement, Visio, Business Analysis, Financial Services, Agile Methodologies, Relationship Management, Mutual Funds, Program Management, Financial Analysis, MS Project, Business Process..., Software Documentation, Leadership, SDLC, Risk Management, Vendor Management
Education
St. Joseph's University 2010 — 2014
Master of Business Administration (MBA)
DeSales University 1999 — 2003
Bachelor of Science (BS), Marketing and Finance
Vanguard April 2005 - Present
Vanguard September 2012 - December 2013
Vanguard August 2010 - September 2012
Skills
Project Management, Process Improvement, Visio, Business Analysis, Financial Services, Agile Methodologies, Relationship Management, Mutual Funds, Program Management, Financial Analysis, MS Project, Business Process..., Software Documentation, Leadership, SDLC, Risk Management, Vendor Management
Education
St. Joseph's University 2010 — 2014
Master of Business Administration (MBA)
DeSales University 1999 — 2003
Bachelor of Science (BS), Marketing and Finance
Candace Thomas's Vanguard Experience January 2007 - Present
Job Human Resources Talent Management Specialist Training at Vanguard
Industry Investment Management
Experience
Vanguard January 2007 - Present
Vanguard October 2005 - December 2006
Vanguard August 1999 - October 2005
Vanguard January 1997 - July 1999
Skills
Needs Analysis, Employee Benefits, Performance Management, Organizational..., Strategic Planning, Onboarding, Team Building, Leadership Development, Training, Employee Training, Coaching, Talent Management
Education
Dillard University 1984 — 1988
Bachelor's Degree, Business Administration and Management, General
Vanguard January 2007 - Present
Vanguard October 2005 - December 2006
Vanguard August 1999 - October 2005
Vanguard January 1997 - July 1999
Skills
Needs Analysis, Employee Benefits, Performance Management, Organizational..., Strategic Planning, Onboarding, Team Building, Leadership Development, Training, Employee Training, Coaching, Talent Management
Education
Dillard University 1984 — 1988
Bachelor's Degree, Business Administration and Management, General
Hayne Margulies's Vanguard Experience April 2011 - Present
Job Information Security Analyst at Vanguard
Industry Financial Services
Experience
Vanguard April 2011 - Present
Vanguard February 2010 - April 2011
The Vanguard Group 2003 - February 2010
The Vanguard Group 1999 - 2003
GSK [Actium / Modus / Idea Consulting] 1997 - 1999
astra zeneca 1992 - 1996
Medical College of Pennsylvania 1987 - 1992
Drexel University 1986 - 1987
Skills
Integration, Information Security, Testing, Lotus Notes, Software Installation, SDLC, SharePoint, Process Improvement, Requirements Analysis, Requirements Gathering, Computer Security, Risk Management, Visio, Information Technology, Project Management, Business Analysis, IT Management, Disaster Recovery, Windows
Education
Drexel University 1985 — 1987
M.S.
Institute for Paralegal Training [Phila]
Certificate - Employee Benefits
University of Pennsylvania
B.A.
Vanguard April 2011 - Present
Vanguard February 2010 - April 2011
The Vanguard Group 2003 - February 2010
The Vanguard Group 1999 - 2003
GSK [Actium / Modus / Idea Consulting] 1997 - 1999
astra zeneca 1992 - 1996
Medical College of Pennsylvania 1987 - 1992
Drexel University 1986 - 1987
Skills
Integration, Information Security, Testing, Lotus Notes, Software Installation, SDLC, SharePoint, Process Improvement, Requirements Analysis, Requirements Gathering, Computer Security, Risk Management, Visio, Information Technology, Project Management, Business Analysis, IT Management, Disaster Recovery, Windows
Education
Drexel University 1985 — 1987
M.S.
Institute for Paralegal Training [Phila]
Certificate - Employee Benefits
University of Pennsylvania
B.A.
Jeff Bathurst's Vanguard Experience June 2013 - Present
Job IT Communications Manager at Vanguard
Industry Financial Services
Experience
Vanguard June 2013 - Present
Vanguard May 2007 - June 2013
Philadelphia Inquirer January 1998 - January 2007
The Press of Atlantic City September 1996 - January 1998
Gloucester County Times September 1995 - September 1996
The Plain Dealer, Cleveland, OH 1995 - 1995
Skills
DMAIC, Coaching, Writing, Editing, Newspaper, Editorial, Headline Writing, Copy Editing, Journalism, Proofreading, Web Content, Publishing, Content Strategy, Newsletters, Newspapers, Feature Articles, Publications, Press Releases
Education
Drew University 1991 — 1995
Bachelor of Arts, Economics
Williamstown High School 1987 — 1991
Vanguard June 2013 - Present
Vanguard May 2007 - June 2013
Philadelphia Inquirer January 1998 - January 2007
The Press of Atlantic City September 1996 - January 1998
Gloucester County Times September 1995 - September 1996
The Plain Dealer, Cleveland, OH 1995 - 1995
Skills
DMAIC, Coaching, Writing, Editing, Newspaper, Editorial, Headline Writing, Copy Editing, Journalism, Proofreading, Web Content, Publishing, Content Strategy, Newsletters, Newspapers, Feature Articles, Publications, Press Releases
Education
Drew University 1991 — 1995
Bachelor of Arts, Economics
Williamstown High School 1987 — 1991
Robert Hempen, AAMS®'s Vanguard Experience March 2014 - Present
Job Sales Executive Bank West Vanguard
Industry Financial Services
Experience
Vanguard March 2014 - Present
Vanguard September 2012 - Present
The Vanguard Group September 2010 - September 2012
Vanguard February 2006 - September 2010
Edward Jones July 1998 - October 2006
Skills
Series 7, Series 63, Series 24, Accredited Asset..., ETFs, Mutual Funds, 401k
Education
Saint Joseph's University 2009 — 2013
MBA, Finance, General
Drake University 1995 — 1998
B.S.B.A, Actuarial Science/Finance
University of Chicago 2008 — 2008
Executive course in Fundamentals of Sales Management
Vanguard March 2014 - Present
Vanguard September 2012 - Present
The Vanguard Group September 2010 - September 2012
Vanguard February 2006 - September 2010
Edward Jones July 1998 - October 2006
Skills
Series 7, Series 63, Series 24, Accredited Asset..., ETFs, Mutual Funds, 401k
Education
Saint Joseph's University 2009 — 2013
MBA, Finance, General
Drake University 1995 — 1998
B.S.B.A, Actuarial Science/Finance
University of Chicago 2008 — 2008
Executive course in Fundamentals of Sales Management
Tracey Gibson MS's Vanguard Experience September 1998 - February 2005
Job Mutual Fund Analyst II at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2005 - June 2013
Vanguard September 1998 - February 2005
JA Jones 1996 - 1998
Niagara Mohawk June 1991 - July 1995
Skills
Retirement, Investments, Mutual Funds, Process Improvement, Strategic Planning, Asset Managment, Outlook, Financial Analysis, Securities, Equities, Bloomberg, Strategic Financial..., Sales, Series 6, Fixed Income, Financial Modeling, Asset Allocation
Education
Strayer University-Maryland 2006 — 2010
MS, Accounting
Dillard University 1987 — 1991
BA, Accounting
TIAA-CREF February 2005 - June 2013
Vanguard September 1998 - February 2005
JA Jones 1996 - 1998
Niagara Mohawk June 1991 - July 1995
Skills
Retirement, Investments, Mutual Funds, Process Improvement, Strategic Planning, Asset Managment, Outlook, Financial Analysis, Securities, Equities, Bloomberg, Strategic Financial..., Sales, Series 6, Fixed Income, Financial Modeling, Asset Allocation
Education
Strayer University-Maryland 2006 — 2010
MS, Accounting
Dillard University 1987 — 1991
BA, Accounting
Gillian Kelly Fraggos's Vanguard Experience January 2015 - Present
Job Financial Analyst at Vanguard
Industry Financial Services
Experience
Vanguard January 2015 - Present
Vanguard Group August 2010 - January 2015
Vanguard August 2009 - August 2010
Skills
Auditing, Internal Audit, Internal Controls, Financial Analysis, IT Risk Management, Risk Assessment, CISA, COBIT, Finance
Education
Drexel University 2004 — 2009
BS Business Administration, Finance
Hershey High School 2000 — 2004
Vanguard January 2015 - Present
Vanguard Group August 2010 - January 2015
Vanguard August 2009 - August 2010
Skills
Auditing, Internal Audit, Internal Controls, Financial Analysis, IT Risk Management, Risk Assessment, CISA, COBIT, Finance
Education
Drexel University 2004 — 2009
BS Business Administration, Finance
Hershey High School 2000 — 2004
Yvonne Jaramillo's Vanguard Experience November 1997 - Present
Job Investor Trading Services Equity Option Trade Support Supervisor at VANGUARD
Industry Financial Services
Experience
VANGUARD November 1997 - Present
US Foods October 1993 - November 1997
Arizona Attorney General's Office September 1993 - May 1994
Arizona Army National Guard June 1993 - August 1993
Skills
Leadership, Leadership Development, Equity Trading, Series 7, Mutual Funds, Series 63, Securities, Microsoft Excel, Customer Service, Strategic Planning, Investments, PowerPoint, Financial Services, Microsoft Office, Finance, Project Management, Financial Analysis
Education
University of Phoenix 2000 — 2002
Business Administration, Management and Operations
Scottsdale Community College 1999 — 2001
Economics
Phoenix College 1994 — 1996
Business Administration, Management and Operations
DeVry University 1993 — 1994
Computer Programming
COLLEGE
VANGUARD November 1997 - Present
US Foods October 1993 - November 1997
Arizona Attorney General's Office September 1993 - May 1994
Arizona Army National Guard June 1993 - August 1993
Skills
Leadership, Leadership Development, Equity Trading, Series 7, Mutual Funds, Series 63, Securities, Microsoft Excel, Customer Service, Strategic Planning, Investments, PowerPoint, Financial Services, Microsoft Office, Finance, Project Management, Financial Analysis
Education
University of Phoenix 2000 — 2002
Business Administration, Management and Operations
Scottsdale Community College 1999 — 2001
Economics
Phoenix College 1994 — 1996
Business Administration, Management and Operations
DeVry University 1993 — 1994
Computer Programming
COLLEGE
Jonathan M. Williams CFA, CFP's Vanguard Experience August 1992 - June 1996
Job Investment Advisor at PNC
Industry Investment Management
Experience
PNC Wealth Management November 2014 - Present
AUA Capital Management October 2013 - October 2014
StaufferWilliams Asset Management, LLC February 2012 - December 2013
Graystone Wealth Management February 2011 - February 2012
PNC Financial Services Group August 2006 - February 2011
Millennium Wealth Management and Private Banking June 1996 - July 2006
Vanguard August 1992 - June 1996
Skills
Investments, Portfolio Management, Wealth Management, Asset Managment, Asset Management, Equities, Financial Services, Investment Strategies, Business Development, Estate Planning, Strategic Financial..., High Net Worth..., Risk Management, Fixed Income, Financial Risk, Asset Allocation, Investment Management, Investment Advisory, Mutual Funds, Alternative Investments, Securities, Financial Planning
Education
Dickinson College 1983 — 1987
BA, English
PNC Wealth Management November 2014 - Present
AUA Capital Management October 2013 - October 2014
StaufferWilliams Asset Management, LLC February 2012 - December 2013
Graystone Wealth Management February 2011 - February 2012
PNC Financial Services Group August 2006 - February 2011
Millennium Wealth Management and Private Banking June 1996 - July 2006
Vanguard August 1992 - June 1996
Skills
Investments, Portfolio Management, Wealth Management, Asset Managment, Asset Management, Equities, Financial Services, Investment Strategies, Business Development, Estate Planning, Strategic Financial..., High Net Worth..., Risk Management, Fixed Income, Financial Risk, Asset Allocation, Investment Management, Investment Advisory, Mutual Funds, Alternative Investments, Securities, Financial Planning
Education
Dickinson College 1983 — 1987
BA, English
Patricia A Bower's Vanguard Experience September 2013 - Present
Job Supervisor at Vanguard
Industry Financial Services
Experience
Vanguard September 2013 - Present
Vanguard September 2011 - September 2013
Vanguard September 2010 - September 2011
The Vanguard Group August 2008 - October 2010
Wendy's/Arby's Group, Inc. May 2002 - May 2008
Wittenberg University 2007 - 2008
Wittenberg University August 2007 - December 2007
Local Government Management Internship May 2007 - August 2007
Wittenberg University February 2005 - May 2007
Skills
Leadership, Finance, Analysis, Portfolio Management, Team Leadership, CRM, Management, Financial Analysis, PowerPoint
Education
DeSales University 2011 — 2014
Master of Business Adminstration, Finance
Wittenberg University 2004 — 2008
BA, Business
Vanguard September 2013 - Present
Vanguard September 2011 - September 2013
Vanguard September 2010 - September 2011
The Vanguard Group August 2008 - October 2010
Wendy's/Arby's Group, Inc. May 2002 - May 2008
Wittenberg University 2007 - 2008
Wittenberg University August 2007 - December 2007
Local Government Management Internship May 2007 - August 2007
Wittenberg University February 2005 - May 2007
Skills
Leadership, Finance, Analysis, Portfolio Management, Team Leadership, CRM, Management, Financial Analysis, PowerPoint
Education
DeSales University 2011 — 2014
Master of Business Adminstration, Finance
Wittenberg University 2004 — 2008
BA, Business
Jojo John's Vanguard Experience July 2006 - September 2009
Job Senior Principal Consultant at Oracle
Industry Information Technology and Services
Experience
Oracle October 2013 - Present
Deloitte Consulting September 2009 - October 2013
Vanguard July 2006 - September 2009
Unisys March 2004 - June 2006
Skills
Oracle, Oracle Business..., Siebel, Java, JSF, C#, Oracle Database, Requirements Analysis, Business Analysis, Oracle Application..., SQL, SDLC, CRM, Software Project..., Project Management, IT Strategy, Integration, Agile Methodologies, RESTful WebServices, WebLogic
Education
Drexel University 2004 — 2006
Masters, Software Engineering
Drexel University 2001 — 2006
Bachelor, Information Systems Technology
Norristown Area High School 1998 — 2001
High school diploma, NA
Oracle October 2013 - Present
Deloitte Consulting September 2009 - October 2013
Vanguard July 2006 - September 2009
Unisys March 2004 - June 2006
Skills
Oracle, Oracle Business..., Siebel, Java, JSF, C#, Oracle Database, Requirements Analysis, Business Analysis, Oracle Application..., SQL, SDLC, CRM, Software Project..., Project Management, IT Strategy, Integration, Agile Methodologies, RESTful WebServices, WebLogic
Education
Drexel University 2004 — 2006
Masters, Software Engineering
Drexel University 2001 — 2006
Bachelor, Information Systems Technology
Norristown Area High School 1998 — 2001
High school diploma, NA
Jim Feeny's Vanguard Experience 1992 - 2005
Job Vice President at CBIZ Insurance Services, Inc
Industry Insurance
Experience
CBIZ Insurance Services, Inc February 2014 - Present
AAA Mid-Atlantic August 2012 - February 2014
James C. Feeny February 2009 - August 2012
Kramer-Warner Assocs February 2009 - August 2012
Liberty Belle Volleyball Club 2007 - 2011
Wausau Signature Agency August 2008 - February 2009
UnionOne Group January 2005 - August 2008
HRH December 1998 - January 2005
Hilb, Rogal & Hobbs (Willis) January 1998 - January 2005
Vanguard 1992 - 2005
Skills
D&O, Workers Compensation, Insurance, Professional Liability, Commercial Insurance, Property & Casualty..., Casualty, Coaching, Liability, Public Speaking, Team Building, Sales Management, New Business Development, Sales, Brokers, Disability Insurance, Account Management, General Insurance, Commercial Lines, Long-term Care, Claims Management, Management, Legal Liability, Strategic Planning, Umbrella Insurance, Reinsurance, Customer Service, Microsoft Excel, Team Leadership, Claim, Life Insurance, Marketing, Term Life Insurance, Risk Management, Employee Benefits, Small Business, Captives, Underwriting, Analysis, Employment Practices..., Financial Risk, Negotiation, Training, Health Insurance, Claim Investigation, Fixed Annuities, Excess, Accident, Program Management, Homeowners
Education
DeSales University 1973 — 1977
BA, History
DeSales University 1973 — 1977
BA, History
CBIZ Insurance Services, Inc February 2014 - Present
AAA Mid-Atlantic August 2012 - February 2014
James C. Feeny February 2009 - August 2012
Kramer-Warner Assocs February 2009 - August 2012
Liberty Belle Volleyball Club 2007 - 2011
Wausau Signature Agency August 2008 - February 2009
UnionOne Group January 2005 - August 2008
HRH December 1998 - January 2005
Hilb, Rogal & Hobbs (Willis) January 1998 - January 2005
Vanguard 1992 - 2005
Skills
D&O, Workers Compensation, Insurance, Professional Liability, Commercial Insurance, Property & Casualty..., Casualty, Coaching, Liability, Public Speaking, Team Building, Sales Management, New Business Development, Sales, Brokers, Disability Insurance, Account Management, General Insurance, Commercial Lines, Long-term Care, Claims Management, Management, Legal Liability, Strategic Planning, Umbrella Insurance, Reinsurance, Customer Service, Microsoft Excel, Team Leadership, Claim, Life Insurance, Marketing, Term Life Insurance, Risk Management, Employee Benefits, Small Business, Captives, Underwriting, Analysis, Employment Practices..., Financial Risk, Negotiation, Training, Health Insurance, Claim Investigation, Fixed Annuities, Excess, Accident, Program Management, Homeowners
Education
DeSales University 1973 — 1977
BA, History
DeSales University 1973 — 1977
BA, History
JP Azar's Vanguard Experience May 1990 - July 2000
Job Managing Director at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2013 - Present
Vanguard May 1990 - July 2000
Fidelity Bank November 1982 - March 1990
Skills
Series 7, Portfolio Management, Mutual Funds, Asset Management, Series 6, Financial Planning, Series 24
Education
St. Joseph's University 1995 — 1998
Master of Business Administration (MBA), Marketing/Marketing Management, General
DeSales University 1978 — 1982
Bachelor of Business Administration (B.B.A.), Mangement and Psychology
Charles Schwab April 2013 - Present
Vanguard May 1990 - July 2000
Fidelity Bank November 1982 - March 1990
Skills
Series 7, Portfolio Management, Mutual Funds, Asset Management, Series 6, Financial Planning, Series 24
Education
St. Joseph's University 1995 — 1998
Master of Business Administration (MBA), Marketing/Marketing Management, General
DeSales University 1978 — 1982
Bachelor of Business Administration (B.B.A.), Mangement and Psychology
Brian Haley's Vanguard Experience April 2004 - Present
Job Relationship Executive at The Vangaurd Group, Inc.
Industry Investment Management
Experience
Vanguard April 2004 - Present
Wachovia Secutities 1989 - 2004
CoreStates Bank 1989 - 1998
Skills
Commercial Banking, Investments, Credit Analysis, Capital Markets, Banking, Credit, Loans, Commercial Lending, Relationship Management, Wealth Management, Asset Management, Mutual Funds, Financial Services
Education
Dickinson College 1983 — 1987
B.A., Political Science, Economics
Vanguard April 2004 - Present
Wachovia Secutities 1989 - 2004
CoreStates Bank 1989 - 1998
Skills
Commercial Banking, Investments, Credit Analysis, Capital Markets, Banking, Credit, Loans, Commercial Lending, Relationship Management, Wealth Management, Asset Management, Mutual Funds, Financial Services
Education
Dickinson College 1983 — 1987
B.A., Political Science, Economics
Colleen Fleck's Vanguard Experience September 2010 - Present
Job Internal Audit Manager at Vanguard
Industry Financial Services
Experience
Vanguard September 2010 - Present
Vanguard September 2002 - July 2007
Vanguard August 1998 - September 2002
Vanguard October 1995 - August 1998
Vanguard March 1993 - October 1995
Skills
Internal Audit, Auditing, Investments, Accounting, Management, Training, Compliance, Risk Management, Asset Management, Financial Planning
Education
Drexel University
B.S, Business Administration
Villanova University
Accounting
Vanguard September 2010 - Present
Vanguard September 2002 - July 2007
Vanguard August 1998 - September 2002
Vanguard October 1995 - August 1998
Vanguard March 1993 - October 1995
Skills
Internal Audit, Auditing, Investments, Accounting, Management, Training, Compliance, Risk Management, Asset Management, Financial Planning
Education
Drexel University
B.S, Business Administration
Villanova University
Accounting
Isaiah Robinson, MBA/GM, CSM's Vanguard Experience September 1997 - November 2004
Job Senior Program Manager & Operations Leader
Industry Health, Wellness and Fitness
Experience
EGS April 2013 - Present
Peirce College August 2006 - Present
Take Care Health Systems, a Walgreens Company January 2008 - April 2013
American Public University System September 2010 - 2013
Take Care Health Systems January 2007 - March 2008
Independence Blue Cross November 2004 - December 2006
Vanguard September 1997 - November 2004
Skills
Process Improvement, Project Management, Visio, Leadership, Software Documentation, Program Management, Budgets, Troubleshooting, Training, Planning Budgeting &..., Organizational..., IT Benchmarking, ROI Strategies, Business Analysis, Health Information..., Healthcare Information..., Software Project..., System Migration, Strategic Planning, Change Management, Business Planning, Project Planning, Healthcare, Requirements Analysis, Global Solutions, Multi-Site Operations, Vendor Management, Team Leadership, Coaching, Crisis Management, Certified Scrum Master
Education
Penn State University 2015 — 2015
Certified Scrum Master
University of Pennsylvania - The Wharton School 2014 — 2014
Certification in Operations Management, Operations Management
Drexel University 2009 — 2009
Master Certificate, Project Management
Drexel University 2008 — 2008
Six Sigma Green Belt Certification
Penn State University 1992 — 1996
BA, Telecommunication/Business
EGS April 2013 - Present
Peirce College August 2006 - Present
Take Care Health Systems, a Walgreens Company January 2008 - April 2013
American Public University System September 2010 - 2013
Take Care Health Systems January 2007 - March 2008
Independence Blue Cross November 2004 - December 2006
Vanguard September 1997 - November 2004
Skills
Process Improvement, Project Management, Visio, Leadership, Software Documentation, Program Management, Budgets, Troubleshooting, Training, Planning Budgeting &..., Organizational..., IT Benchmarking, ROI Strategies, Business Analysis, Health Information..., Healthcare Information..., Software Project..., System Migration, Strategic Planning, Change Management, Business Planning, Project Planning, Healthcare, Requirements Analysis, Global Solutions, Multi-Site Operations, Vendor Management, Team Leadership, Coaching, Crisis Management, Certified Scrum Master
Education
Penn State University 2015 — 2015
Certified Scrum Master
University of Pennsylvania - The Wharton School 2014 — 2014
Certification in Operations Management, Operations Management
Drexel University 2009 — 2009
Master Certificate, Project Management
Drexel University 2008 — 2008
Six Sigma Green Belt Certification
Penn State University 1992 — 1996
BA, Telecommunication/Business
Yvette Curtis Mills, CFP®, ChFC®'s Vanguard Experience January 2005 - December 2011
Job Financial Planner at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2012 - Present
Vanguard January 2005 - December 2011
Merrill Lynch 1999 - 2001
INROADS 1986 - 1999
Mutual Benefit 1982 - 1986
Skills
Strategic Financial..., Series 6, Financial Services, Relationship Management, Retirement Planning, Series 7, Wealth Management, Investments, Series 63, Series 65
Education
Drew University
BA, Economics
Rutgers Graduate School of Management
MBA, Finance
TIAA-CREF January 2012 - Present
Vanguard January 2005 - December 2011
Merrill Lynch 1999 - 2001
INROADS 1986 - 1999
Mutual Benefit 1982 - 1986
Skills
Strategic Financial..., Series 6, Financial Services, Relationship Management, Retirement Planning, Series 7, Wealth Management, Investments, Series 63, Series 65
Education
Drew University
BA, Economics
Rutgers Graduate School of Management
MBA, Finance
Margi Donaldson's Vanguard Experience 2000 - 2005
Job Owner, AVON
Industry Cosmetics
Experience
AVON April 2000 - Present
Vanguard 2000 - 2005
Consumer Credit Counseling Services Southwest May 1988 - August 2000
Skills
Skin Care, Cosmetics, Beauty, Hair Care, Fragrances, Gifts, Home Based Business, Jewelry, Personal Care, Fashion, Work From Home, Acne, Toiletries, Makeovers, Bridal Showers, Fragrance, Skin Care Products
Education
Iowa State University 1983 — 1986
Bachelor of Science (B.S.), Family Resource Management Studies, General
Drake University 1982 — 1983
AVON April 2000 - Present
Vanguard 2000 - 2005
Consumer Credit Counseling Services Southwest May 1988 - August 2000
Skills
Skin Care, Cosmetics, Beauty, Hair Care, Fragrances, Gifts, Home Based Business, Jewelry, Personal Care, Fashion, Work From Home, Acne, Toiletries, Makeovers, Bridal Showers, Fragrance, Skin Care Products
Education
Iowa State University 1983 — 1986
Bachelor of Science (B.S.), Family Resource Management Studies, General
Drake University 1982 — 1983
Nathaniel Gibson's Vanguard Experience March 2004 - Present
Job Data Analyst at Vanguard
Industry Financial Services
Experience
Vanguard March 2004 - Present
Skills
Cognos, SAS, VBA, Microsoft Excel, Microsoft Access
Education
Digipen Institute of Technology 1994 — 1995
Computer Science
Boyertown Area HS 1991 — 1994
Vanguard March 2004 - Present
Skills
Cognos, SAS, VBA, Microsoft Excel, Microsoft Access
Education
Digipen Institute of Technology 1994 — 1995
Computer Science
Boyertown Area HS 1991 — 1994
Deena DiLiberto's Vanguard Experience August 2007 - February 2008
Job Over the road driver at Professional Transportation Brokers Inc.
Industry Hospitality
Experience
Professional Transportation Brokers Inc. June 2012 - Present
Corky's Catering, Inc. April 2012 - Present
Hey Bartender! May 2010 - Present
First Data Merchant Services March 2008 - August 2008
Vanguard August 2007 - February 2008
Bear Stearns Residential Mortgage Corp. December 2005 - June 2007
Skills
Banking, Microsoft Office, Microsoft Excel, Financial Analysis, Risk Management, Credit, Customer Service, Microsoft Word, PowerPoint, Project Management, Loans, Strategic Planning, Business Analysis, Change Management, Retail Banking, Portfolio Management, Credit Risk, Business Strategy, SQL, Negotiation
Education
DeVry University 2002 — 2006
Computer and Information Sciences and Support Services
Professional Transportation Brokers Inc. June 2012 - Present
Corky's Catering, Inc. April 2012 - Present
Hey Bartender! May 2010 - Present
First Data Merchant Services March 2008 - August 2008
Vanguard August 2007 - February 2008
Bear Stearns Residential Mortgage Corp. December 2005 - June 2007
Skills
Banking, Microsoft Office, Microsoft Excel, Financial Analysis, Risk Management, Credit, Customer Service, Microsoft Word, PowerPoint, Project Management, Loans, Strategic Planning, Business Analysis, Change Management, Retail Banking, Portfolio Management, Credit Risk, Business Strategy, SQL, Negotiation
Education
DeVry University 2002 — 2006
Computer and Information Sciences and Support Services
Darrell I. Pacheco, CFP®'s Vanguard Experience February 2014 - Present
Job Financial Advisor at Vanguard
Industry Financial Services
Experience
Vanguard February 2014 - Present
Strategic Solutions Group International, Inc. May 2012 - Present
Vanguard July 2013 - July 2014
Vanguard May 2012 - February 2014
National Penn Bank May 2011 - January 2012
ArtsQuest June 2009 - July 2009
Skills
Leadership, Public Speaking, Research, Training, Higher Education, Strategy, Project Management, Critical Thinking, Management, CRM, Community Outreach, Account Management, Strategic Thinking, Organizational...
Education
Dickinson College 2010 — 2012
Bachelor of Arts, Political Science with Departmental Honors
Northampton Community College 2008 — 2010
Associate of Arts, Business Administration with Honors
Kaplan University 2013 — 2014
CERTIFIED FINANCIAL PLANNER™ - Course of Study, Financial Planning and Analysis
Vanguard February 2014 - Present
Strategic Solutions Group International, Inc. May 2012 - Present
Vanguard July 2013 - July 2014
Vanguard May 2012 - February 2014
National Penn Bank May 2011 - January 2012
ArtsQuest June 2009 - July 2009
Skills
Leadership, Public Speaking, Research, Training, Higher Education, Strategy, Project Management, Critical Thinking, Management, CRM, Community Outreach, Account Management, Strategic Thinking, Organizational...
Education
Dickinson College 2010 — 2012
Bachelor of Arts, Political Science with Departmental Honors
Northampton Community College 2008 — 2010
Associate of Arts, Business Administration with Honors
Kaplan University 2013 — 2014
CERTIFIED FINANCIAL PLANNER™ - Course of Study, Financial Planning and Analysis
Kelly Ann Darby's Vanguard Experience May 2013 - Present
Job Brokerage Investment Professional at Vanguard
Industry Financial Services
Experience
Vanguard May 2013 - Present
Ally Financial Inc. March 2012 - May 2013
DeVry University December 2008 - March 2012
Skills
Proficient in Microsoft..., Outlook, PowerPoint, Excel, Word, Microsoft Office, Research, Financial Aid, Customer Service, Higher Education, Customer Relations, Coaching, Teamwork, Problem Solving, Data Entry, Payroll, Student Financial Aid, Microsoft Excel, Microsoft Word, Series 7, Series 63, Leadership, Training, Finance, Financial Analysis, Strategic Financial..., Investments, Data Analysis, Staff Development, Time Management, Leadership Development
Education
Keller Graduate School of Management of DeVry University 2009 — 2011
MBA, Business Administration
DeVry University 2005 — 2008
Bachelor of Science, Technical Management
Arcadia University 2004 — 2005
Vanguard May 2013 - Present
Ally Financial Inc. March 2012 - May 2013
DeVry University December 2008 - March 2012
Skills
Proficient in Microsoft..., Outlook, PowerPoint, Excel, Word, Microsoft Office, Research, Financial Aid, Customer Service, Higher Education, Customer Relations, Coaching, Teamwork, Problem Solving, Data Entry, Payroll, Student Financial Aid, Microsoft Excel, Microsoft Word, Series 7, Series 63, Leadership, Training, Finance, Financial Analysis, Strategic Financial..., Investments, Data Analysis, Staff Development, Time Management, Leadership Development
Education
Keller Graduate School of Management of DeVry University 2009 — 2011
MBA, Business Administration
DeVry University 2005 — 2008
Bachelor of Science, Technical Management
Arcadia University 2004 — 2005
Alannah McNally's Vanguard Experience June 2011 - June 2012
Job Graphic Designer & Type/Lettering Enthusiast
Industry Graphic Design
Experience
Owens Harkey Advertising February 2014 - Present
Green Living AZ magazine January 2013 - July 2013
Vanguard June 2011 - June 2012
Gentle Ben's Brewing Company August 2006 - April 2011
Eller College of Management September 2010 - February 2011
Sparkle Cleaners August 2005 - July 2006
Skills
Leadership, PowerPoint, Networking, Customer Service, Teamwork, Sales, Microsoft Excel, Adobe Creative Suite, Social Media, JavaScript, HTML 5, CSS3, WordPress, Time Management, Graphic Design, Advertising, Email Marketing
Education
DeVry University Phoenix 2012 — 2014
Bachelor's degree, Graphic Design
University of Arizona 2006 — 2011
Bachelor of Science, Business Administration; Marketing
Owens Harkey Advertising February 2014 - Present
Green Living AZ magazine January 2013 - July 2013
Vanguard June 2011 - June 2012
Gentle Ben's Brewing Company August 2006 - April 2011
Eller College of Management September 2010 - February 2011
Sparkle Cleaners August 2005 - July 2006
Skills
Leadership, PowerPoint, Networking, Customer Service, Teamwork, Sales, Microsoft Excel, Adobe Creative Suite, Social Media, JavaScript, HTML 5, CSS3, WordPress, Time Management, Graphic Design, Advertising, Email Marketing
Education
DeVry University Phoenix 2012 — 2014
Bachelor's degree, Graphic Design
University of Arizona 2006 — 2011
Bachelor of Science, Business Administration; Marketing
Francisco Billy, CIDA, CFSA's Vanguard Experience VPAllianceBernstein2001 - 2007
Job Greater Malvern area
Industry Financial Services
Experience
Vanguard VPAllianceBernstein2001 - 2007
AllianceBernstein 2001 - 2007
Education
Dowling College 2004 — 2006
MBA, Banking & Finance
Vanguard VPAllianceBernstein2001 - 2007
AllianceBernstein 2001 - 2007
Education
Dowling College 2004 — 2006
MBA, Banking & Finance
Tammy Erdley's Vanguard Experience 1998 - 2003
Job Accountant
Industry Accounting
Experience
Erdley Accounting Services July 2012 - Present
Vanguard 1998 - 2003
Dollar Financial Group 1997 - 1998
Skills
Account Reconciliation, Financial Reporting, General Ledger, Accounting, Finance, Accounts Payable, Auditing, Accounts Receivable, Financial Analysis, Internal Controls, Financial Statements, Payroll, Budgets, Financial Accounting, QuickBooks, PCLaw
Education
DeSales University 1993 — 1997
BS, Accounting
Erdley Accounting Services July 2012 - Present
Vanguard 1998 - 2003
Dollar Financial Group 1997 - 1998
Skills
Account Reconciliation, Financial Reporting, General Ledger, Accounting, Finance, Accounts Payable, Auditing, Accounts Receivable, Financial Analysis, Internal Controls, Financial Statements, Payroll, Budgets, Financial Accounting, QuickBooks, PCLaw
Education
DeSales University 1993 — 1997
BS, Accounting
Matthew Boghosian's Vanguard Experience August 2008 - Present
Job Testing Administrator at The Vanguard Group
Industry Financial Services
Experience
Vanguard August 2008 - Present
Vanguard September 2010 - January 2011
Vanguard April 2004 - August 2008
Vanguard November 2000 - April 2004
Vanguard September 2003 - November 2003
Vanguard October 2002 - December 2002
Skills
Collaborative/Team-orien..., Self Starter, Project Management, Customer Service, Deadline Driven, Mentoring Of Staff, Presentations, Advanced Verbal..., Advanced Writing Skills, Report Writing, Multitasker, Team Building, Systems Testing, Windows, Internet Explorer, Access, Excel, Visio, Visual Basic, Microsoft Money, SharePoint, Microsoft Word, Mac OS X, Safari, Preview, Adobe Acrobat, Adobe Reader, Adobe Flash, Adobe Connect, eSurveryor, Citrix Go-To-Assist, Lotus Notes, Passenger, HP Service Manager, Cognos, Norton Antivirus, WebTrends, Quicken, iPhone, Blackberry, Android, Oracle, XTML, HTML, Windows 7, Windows Vista, Windows XP Pro, Windows 8, Microsoft Excel
Education
Pennsylvania State University-Great Valley Graduate Center 2002 — 2002
Certificate in Client/Server Technology, Technology
Eastern University 1998 — 2000
Master of Arts, Counseling
Dickinson College 1992 — 1996
Bachelor of Arts, History and Philosophy, 3.5
Vanguard August 2008 - Present
Vanguard September 2010 - January 2011
Vanguard April 2004 - August 2008
Vanguard November 2000 - April 2004
Vanguard September 2003 - November 2003
Vanguard October 2002 - December 2002
Skills
Collaborative/Team-orien..., Self Starter, Project Management, Customer Service, Deadline Driven, Mentoring Of Staff, Presentations, Advanced Verbal..., Advanced Writing Skills, Report Writing, Multitasker, Team Building, Systems Testing, Windows, Internet Explorer, Access, Excel, Visio, Visual Basic, Microsoft Money, SharePoint, Microsoft Word, Mac OS X, Safari, Preview, Adobe Acrobat, Adobe Reader, Adobe Flash, Adobe Connect, eSurveryor, Citrix Go-To-Assist, Lotus Notes, Passenger, HP Service Manager, Cognos, Norton Antivirus, WebTrends, Quicken, iPhone, Blackberry, Android, Oracle, XTML, HTML, Windows 7, Windows Vista, Windows XP Pro, Windows 8, Microsoft Excel
Education
Pennsylvania State University-Great Valley Graduate Center 2002 — 2002
Certificate in Client/Server Technology, Technology
Eastern University 1998 — 2000
Master of Arts, Counseling
Dickinson College 1992 — 1996
Bachelor of Arts, History and Philosophy, 3.5
Dustin Cohen's Vanguard Experience August 2010 - February 2011
Job Reigstered Representative at Creative Financial Group
Industry Financial Services
Experience
Creative Planning Financial Group 2011 - Present
Vanguard August 2010 - February 2011
All-Star Baseball Academy November 2009 - August 2010
Education
Dickinson College 2003 — 2008
Salisbury School 2001 — 2003
Creative Planning Financial Group 2011 - Present
Vanguard August 2010 - February 2011
All-Star Baseball Academy November 2009 - August 2010
Education
Dickinson College 2003 — 2008
Salisbury School 2001 — 2003
Westley Williams's Vanguard Experience June 2013 - Present
Job Financial Processing Associates at Vanguard
Industry Insurance
Experience
Vanguard June 2013 - Present
Randstad/Vanguard April 2013 - June 2013
Randstad/Vanguard November 2012 - March 2013
GENEX Services, Inc. January 2004 - November 2012
Education
University of Maryland University College 2015 — 2017
Master's degree, Finance and Financial Management Services
Peirce College 2010 — 2012
Bachelor of Business Administration (B.B.A.), Professional Studies
DeVry University 2007 — 2010
None, Business Information System
Vanguard June 2013 - Present
Randstad/Vanguard April 2013 - June 2013
Randstad/Vanguard November 2012 - March 2013
GENEX Services, Inc. January 2004 - November 2012
Education
University of Maryland University College 2015 — 2017
Master's degree, Finance and Financial Management Services
Peirce College 2010 — 2012
Bachelor of Business Administration (B.B.A.), Professional Studies
DeVry University 2007 — 2010
None, Business Information System
Amy Elliott Darlington's Vanguard Experience October 2012 - Present
Job Corporate Governance Analyst at Vanguard
Industry Financial Services
Experience
Vanguard October 2012 - Present
McCausland Keen & Buckman May 1999 - December 2002
LeBoeuf, Lamb, Greene and MacCrae, LLP December 1996 - April 1999
Education
The Dickinson School of Law 1993 — 1996
Doctor of Law (J.D.)
University of Scranton 1989 — 1993
Bachelor of Arts (B.A.) and Bachelor of Science (B.S.), Magna Cum Laude
Vanguard October 2012 - Present
McCausland Keen & Buckman May 1999 - December 2002
LeBoeuf, Lamb, Greene and MacCrae, LLP December 1996 - April 1999
Education
The Dickinson School of Law 1993 — 1996
Doctor of Law (J.D.)
University of Scranton 1989 — 1993
Bachelor of Arts (B.A.) and Bachelor of Science (B.S.), Magna Cum Laude
Richard Mordecai Jr.'s Vanguard Experience November 2014 - Present
Job Desktop Support Services at Vanguard
Industry Computer Networking
Experience
Vanguard November 2014 - Present
United States Air Force October 2005 - September 2013
Skills
Help Desk Support, Windows Remote Desktop, Microsoft Exchange, Windows XP Pro, Windows Vista, Windows 7, Microsoft Excel, Outlook, Microsoft Word, PowerPoint, Active Directory, Mac OS, iPhone Support, Dameware, Blackberry, Blackberry Enterprise..., BMC Remedy, Computer Repair, Networking, Security, Troubleshooting, Hardware, Operating Systems, Information Technology, Wireless, Maintenance, Microsoft Office, Configuration Management, Windows, Software Installation, Customer Service, Computer Hardware, Network Administration, TCP/IP
Education
DeVry University 2011 — 2014
Network Systems Administrator, Cisco Networking Fundamentals and Networking Fundamentals, 3.2 GPA
Vanguard November 2014 - Present
United States Air Force October 2005 - September 2013
Skills
Help Desk Support, Windows Remote Desktop, Microsoft Exchange, Windows XP Pro, Windows Vista, Windows 7, Microsoft Excel, Outlook, Microsoft Word, PowerPoint, Active Directory, Mac OS, iPhone Support, Dameware, Blackberry, Blackberry Enterprise..., BMC Remedy, Computer Repair, Networking, Security, Troubleshooting, Hardware, Operating Systems, Information Technology, Wireless, Maintenance, Microsoft Office, Configuration Management, Windows, Software Installation, Customer Service, Computer Hardware, Network Administration, TCP/IP
Education
DeVry University 2011 — 2014
Network Systems Administrator, Cisco Networking Fundamentals and Networking Fundamentals, 3.2 GPA
Benjamin Getchell's Vanguard Experience September 2005 - July 2010
Job Manager, Financial Consulting Team at Unum
Industry Insurance
Experience
Unum August 2013 - Present
Exactitude September 2010 - July 2013
Vanguard September 2005 - July 2010
Skills
Financial Analysis, Project Management, Investments, Risk Management, Strategic Planning, Asset Management, Management, Budgets, Process Improvement, Leadership, Business Strategy, Change Management, Finance, Strategic Financial..., Customer Service, Financial Modeling, Microsoft Excel, Business Development, Portfolio Management, Sales
Education
Dickinson College
Bachelor's degree, Economics
Unum August 2013 - Present
Exactitude September 2010 - July 2013
Vanguard September 2005 - July 2010
Skills
Financial Analysis, Project Management, Investments, Risk Management, Strategic Planning, Asset Management, Management, Budgets, Process Improvement, Leadership, Business Strategy, Change Management, Finance, Strategic Financial..., Customer Service, Financial Modeling, Microsoft Excel, Business Development, Portfolio Management, Sales
Education
Dickinson College
Bachelor's degree, Economics
George Schureman's Vanguard Experience 2014 - 2015
Job Windows Server Engineer
Industry Information Technology and Services
Experience
Ditech Mortgage Corp (via KForce) October 2013 - Present
Vanguard 2014 - 2015
Vanguard 2014 - 2015
Merck December 1996 - September 2013
Skills
Windows Server, Group Policy, System Deployment, Cluster, Hyper-V, Computer Security, MDT, SCCM, Microsoft Deployment..., Patch Management, Powershell, DNS, DHCP, Servers, ITIL, Active Directory, Microsoft Exchange, SharePoint, Disaster Recovery, Infrastructure, Vendor Management
Education
DeVry University 2010 — 2015
Computer Science
Ditech Mortgage Corp (via KForce) October 2013 - Present
Vanguard 2014 - 2015
Vanguard 2014 - 2015
Merck December 1996 - September 2013
Skills
Windows Server, Group Policy, System Deployment, Cluster, Hyper-V, Computer Security, MDT, SCCM, Microsoft Deployment..., Patch Management, Powershell, DNS, DHCP, Servers, ITIL, Active Directory, Microsoft Exchange, SharePoint, Disaster Recovery, Infrastructure, Vendor Management
Education
DeVry University 2010 — 2015
Computer Science
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments