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
Matthew Clare Matthew Clare's Vanguard Experience September 2013 - Present
Job Technical Lead at Vanguard
Industry Financial Services
Experience
Vanguard September 2013 - Present
Vanguard April 2015 - June 2015
Vanguard July 2008 - August 2013
Skills
Linux, Unix, System Administration, VMware, RedHat, Shell Scripting, Servers, Disaster Recovery, Red Hat Linux, Enterprise Architecture, Requirements Analysis, SharePoint, Troubleshooting, SDLC, Visio, Solaris, SQL
Education
Drexel University 2003 — 2008
Master of Science (MS), Information Systems
Drexel University 2003 — 2008
Bachelor's Degree, Information Systems
Vanguard September 2013 - Present
Vanguard April 2015 - June 2015
Vanguard July 2008 - August 2013
Skills
Linux, Unix, System Administration, VMware, RedHat, Shell Scripting, Servers, Disaster Recovery, Red Hat Linux, Enterprise Architecture, Requirements Analysis, SharePoint, Troubleshooting, SDLC, Visio, Solaris, SQL
Education
Drexel University 2003 — 2008
Master of Science (MS), Information Systems
Drexel University 2003 — 2008
Bachelor's Degree, Information Systems
Vinu Varghese Vinu Varghese's Vanguard Experience January 2007 - March 2012
Job Software Engineering Manager, Smarter Workforce at IBM
Industry Information Technology and Services
Experience
IBM Smarter Workforce January 2015 - Present
IBM March 2012 - Present
Vanguard January 2007 - March 2012
Vanguard September 2007 - January 2009
Vanguard January 2004 - March 2007
Vanguard June 2004 - January 2007
Skills
Agile Methodologies, SDLC, Scrum, Business Process, Integration, Java Enterprise Edition, Java, Testing, Unix, Business Intelligence, JavaScript, Architectures, Systems Analysis, Maven, JSP, JUnit, JSF, Cross-functional Team..., Web Applications, SOA, Software Project..., Quality Assurance, Software Development, Software Engineering, IT Strategy, XML, Requirements Analysis, UML, Web Services, Agile Project Management, Servlets, Business Process..., Agile, Leadership, Enterprise Architecture
Education
Penn State University 2005 — 2007
Masters of Science, Information Science
Drexel University 1999 — 2004
Bachelor of Science, Computer Science
IBM Smarter Workforce January 2015 - Present
IBM March 2012 - Present
Vanguard January 2007 - March 2012
Vanguard September 2007 - January 2009
Vanguard January 2004 - March 2007
Vanguard June 2004 - January 2007
Skills
Agile Methodologies, SDLC, Scrum, Business Process, Integration, Java Enterprise Edition, Java, Testing, Unix, Business Intelligence, JavaScript, Architectures, Systems Analysis, Maven, JSP, JUnit, JSF, Cross-functional Team..., Web Applications, SOA, Software Project..., Quality Assurance, Software Development, Software Engineering, IT Strategy, XML, Requirements Analysis, UML, Web Services, Agile Project Management, Servlets, Business Process..., Agile, Leadership, Enterprise Architecture
Education
Penn State University 2005 — 2007
Masters of Science, Information Science
Drexel University 1999 — 2004
Bachelor of Science, Computer Science
Susan Kutcher Susan Kutcher's Vanguard Experience December 2000 - September 2001
Job Field Marketing
Industry Financial Services
Experience
Brite Vision Media February 2008 - Present
The Philadelphia Veterans Multi-Service & Education Center, Inc September 2010 - February 2013
National Opinion Research Corp [NORC] June 2008 - June 2010
University Medical and Dental School of New Jersey December 2001 - March 2002
Vanguard December 2000 - September 2001
Skills
Program Management, Training, Strategic Planning, Public Speaking, Project Management, Non-profits, Fundraising, Policy, Organizational..., Event Planning, Business Development, Team Building, Event Management, Customer Service, New Business Development, Microsoft Word, Microsoft Excel, Recruiting, Nonprofits, Marketing, Community Outreach, Research, Leadership, PowerPoint, Public Relations, Advertising, Outlook, Team Leadership, Microsoft Office, Social Networking, Access, Budgets
Education
Temple University
Bachelor of Science (BS), Social Welfare
Drexel University 2004 — 2005
Certificate, Construction Management, GPA: 3.0 of a maximum 4
Community College of Philadelphia 2013 — 2013
Fin 190 Personal Finances, A
Salt Lake Community College 2006 — 2006
course: International Building Code and Zoning, Construction Management
UC Davis 2002 — 2002
Some College Coursework Completed 08/2002, Organizational Leadership, GPA: 2.77 of a maximum 4
Temple University 1964 — 1968
BS, Social Sciences
Brite Vision Media February 2008 - Present
The Philadelphia Veterans Multi-Service & Education Center, Inc September 2010 - February 2013
National Opinion Research Corp [NORC] June 2008 - June 2010
University Medical and Dental School of New Jersey December 2001 - March 2002
Vanguard December 2000 - September 2001
Skills
Program Management, Training, Strategic Planning, Public Speaking, Project Management, Non-profits, Fundraising, Policy, Organizational..., Event Planning, Business Development, Team Building, Event Management, Customer Service, New Business Development, Microsoft Word, Microsoft Excel, Recruiting, Nonprofits, Marketing, Community Outreach, Research, Leadership, PowerPoint, Public Relations, Advertising, Outlook, Team Leadership, Microsoft Office, Social Networking, Access, Budgets
Education
Temple University
Bachelor of Science (BS), Social Welfare
Drexel University 2004 — 2005
Certificate, Construction Management, GPA: 3.0 of a maximum 4
Community College of Philadelphia 2013 — 2013
Fin 190 Personal Finances, A
Salt Lake Community College 2006 — 2006
course: International Building Code and Zoning, Construction Management
UC Davis 2002 — 2002
Some College Coursework Completed 08/2002, Organizational Leadership, GPA: 2.77 of a maximum 4
Temple University 1964 — 1968
BS, Social Sciences
Emily Mai Emily Mai's Vanguard Experience March 2006 - January 2008
Job Associate at AJO
Industry Financial Services
Experience
AJO June 2013 - Present
Brandywine Global Investment Management January 2008 - February 2012
Vanguard March 2006 - January 2008
Skills
Corporate Actions, Mutual Funds, Financial Analysis, Equities, Asset Management, Fixed Income
Education
Drexel University - College of Business and Administration 2006 — 2008
Master of Business Administration (MBA), Investment Management
AJO June 2013 - Present
Brandywine Global Investment Management January 2008 - February 2012
Vanguard March 2006 - January 2008
Skills
Corporate Actions, Mutual Funds, Financial Analysis, Equities, Asset Management, Fixed Income
Education
Drexel University - College of Business and Administration 2006 — 2008
Master of Business Administration (MBA), Investment Management
sakhrab Mamidov sakhrab Mamidov's Vanguard Experience November 2014 - June 2015
Job Manager, Process Management at Capital One
Industry Banking
Experience
Capital One June 2015 - Present
Vanguard November 2014 - June 2015
Axalta Coating Systems October 2013 - October 2014
JPMorgan Chase October 2007 - October 2013
JPMorgan Chase May 2012 - August 2012
JPMorgan Chase May 2011 - January 2012
Jeffrey Miller Catering June 2003 - October 2007
Skills
SDLC, Vendor Management, Incident Management, Disaster Recovery, Visio, ITIL, Business Analysis, Service Delivery, Unix, IT Management, Requirements Gathering, Requirements Analysis, User Acceptance Testing, Process Improvement, IT Service Management, Data Center, SharePoint, IT Strategy, Risk Management, Change Management, Enterprise Architecture, Business Continuity, Release Management, Troubleshooting, Management, Project Planning, Networking, Perl, Testing, PMO, Resource Management
Education
Drexel University 1999 — 2005
Bachelor of Science (B.S.), Major: Computer Science, Minor: Information Systems, Math
Capital One June 2015 - Present
Vanguard November 2014 - June 2015
Axalta Coating Systems October 2013 - October 2014
JPMorgan Chase October 2007 - October 2013
JPMorgan Chase May 2012 - August 2012
JPMorgan Chase May 2011 - January 2012
Jeffrey Miller Catering June 2003 - October 2007
Skills
SDLC, Vendor Management, Incident Management, Disaster Recovery, Visio, ITIL, Business Analysis, Service Delivery, Unix, IT Management, Requirements Gathering, Requirements Analysis, User Acceptance Testing, Process Improvement, IT Service Management, Data Center, SharePoint, IT Strategy, Risk Management, Change Management, Enterprise Architecture, Business Continuity, Release Management, Troubleshooting, Management, Project Planning, Networking, Perl, Testing, PMO, Resource Management
Education
Drexel University 1999 — 2005
Bachelor of Science (B.S.), Major: Computer Science, Minor: Information Systems, Math
Josephine Harper Josephine Harper's Vanguard Experience October 2014 - Present
Job Client Relationship Associate at Vanguard
Industry Financial Services
Experience
Vanguard October 2014 - Present
International Visitors Council (IVC) of Philadelphia 2012 - March 2013
Skills
Microsoft Office, PowerPoint, Social Media, Microsoft Excel, Microsoft Word, Research
Education
Drexel University 2010 — 2014
Bachelor of Arts (B.A.), Political Science and Government
Vanguard October 2014 - Present
International Visitors Council (IVC) of Philadelphia 2012 - March 2013
Skills
Microsoft Office, PowerPoint, Social Media, Microsoft Excel, Microsoft Word, Research
Education
Drexel University 2010 — 2014
Bachelor of Arts (B.A.), Political Science and Government
Yaniv Pearl Yaniv Pearl's Vanguard Experience September 2013 - Present
Job Derivatives Operations Analyst at Vanguard
Industry Financial Services
Experience
Vanguard September 2013 - Present
Vanguard June 2012 - September 2013
Randstad October 2011 - June 2012
Merrill Lynch April 2010 - September 2010
DVTel June 2003 - January 2008
Skills
Finance, Financial Accounting, Corporate Actions, Derivatives, Business Statistics, Cost Basis Reporting, Bloomberg, Options Strategies, Cost Basis Accounting, Thomson One, Equities, Collateral Management, Accounting, Investments, Mutual Funds, Options, Portfolio Management, Securities, Thompson One, Financial Analysis, Microsoft Office, Microsoft Excel, Valuation
Education
Drexel University 2007 — 2011
Bachelor of Science (B.S.), Finance and International Business
Vanguard September 2013 - Present
Vanguard June 2012 - September 2013
Randstad October 2011 - June 2012
Merrill Lynch April 2010 - September 2010
DVTel June 2003 - January 2008
Skills
Finance, Financial Accounting, Corporate Actions, Derivatives, Business Statistics, Cost Basis Reporting, Bloomberg, Options Strategies, Cost Basis Accounting, Thomson One, Equities, Collateral Management, Accounting, Investments, Mutual Funds, Options, Portfolio Management, Securities, Thompson One, Financial Analysis, Microsoft Office, Microsoft Excel, Valuation
Education
Drexel University 2007 — 2011
Bachelor of Science (B.S.), Finance and International Business
Russell Posey's Vanguard Experience January 2012 - Present
Job IT Line Manager at Vanguard
Industry Financial Services
Experience
Vanguard January 2012 - Present
Vanguard August 2006 - December 2010
Vanguard August 2000 - August 2006
Healthworks Alliance February 1996 - August 2000
Delaware Valley Financial Services 1992 - 1996
Skills
Agile, SQL, Business Analysis, SQL Server, .NET, Sybase, Unix, Oracle, Kanban, Six Sigma, ETFs, SDLC, Requirements Analysis, Agile Methodologies, Testing, Requirements Gathering
Education
Eastern University 2003 — 2005
Management of Information Systems
Drexel University
Electrical Engineering
Holy Ghost Preparatory School
Vanguard January 2012 - Present
Vanguard August 2006 - December 2010
Vanguard August 2000 - August 2006
Healthworks Alliance February 1996 - August 2000
Delaware Valley Financial Services 1992 - 1996
Skills
Agile, SQL, Business Analysis, SQL Server, .NET, Sybase, Unix, Oracle, Kanban, Six Sigma, ETFs, SDLC, Requirements Analysis, Agile Methodologies, Testing, Requirements Gathering
Education
Eastern University 2003 — 2005
Management of Information Systems
Drexel University
Electrical Engineering
Holy Ghost Preparatory School
Nathan Madden Nathan Madden's Vanguard Experience January 2015 - Present
Job Senior System Engineer at Vanguard
Industry Financial Services
Experience
Vanguard January 2015 - Present
Vanguard October 2012 - December 2014
Vanguard July 2010 - October 2012
William Penn Foundation May 2009 - May 2010
Day & Zimmermann September 2008 - March 2009
ARAMARK June 2007 - June 2008
Unisys September 2006 - May 2007
Skills
VMware, Software, Active Directory, SharePoint, Windows, Lotus Domino..., Blackberry Enterprise..., Good For Enterprise, Computer Hardware, Troubleshooting, Microsoft SQL Server, Hardware, Windows Server, Technical Support, SQL, IT Management
Education
Drexel University 2005 — 2010
Bachelor of Science, Information Systems; Information Systems Technology
Vanguard January 2015 - Present
Vanguard October 2012 - December 2014
Vanguard July 2010 - October 2012
William Penn Foundation May 2009 - May 2010
Day & Zimmermann September 2008 - March 2009
ARAMARK June 2007 - June 2008
Unisys September 2006 - May 2007
Skills
VMware, Software, Active Directory, SharePoint, Windows, Lotus Domino..., Blackberry Enterprise..., Good For Enterprise, Computer Hardware, Troubleshooting, Microsoft SQL Server, Hardware, Windows Server, Technical Support, SQL, IT Management
Education
Drexel University 2005 — 2010
Bachelor of Science, Information Systems; Information Systems Technology
Blake Pendergrass Blake Pendergrass's Vanguard Experience October 2013 - Present
Job Processing Associate at Vanguard
Industry Marketing and Advertising
Experience
Vanguard October 2013 - Present
Drexel Publishing Group September 2012 - March 2013
Stradley Ronon September 2011 - March 2012
Blank Rome LLP September 2010 - March 2011
Drexel Marketing Assocation September 2009 - August 2010
School District of Philadelphia September 2009 - March 2010
University of Penn School of Social Policy and Practice June 2008 - August 2008
Skills
Marketing, Entrepreneurship, Research, Blogging, Windows, Microsoft Office, Nonprofits, Fundraising, HTML, Microsoft Excel, Microsoft Word, CSS, Copy Editing, Photoshop, Business Planning, Business Development..., Management Consulting, Creative Writing, Technical Writing, Series 63, Series 6
Education
Drexel University - College of Business and Administration 2008 — 2013
Bachelor of Science in Business Administration, Entrepreneurship/Entrepreneurial Studies & Certificate in Creative Writing and Publishing
Vanguard October 2013 - Present
Drexel Publishing Group September 2012 - March 2013
Stradley Ronon September 2011 - March 2012
Blank Rome LLP September 2010 - March 2011
Drexel Marketing Assocation September 2009 - August 2010
School District of Philadelphia September 2009 - March 2010
University of Penn School of Social Policy and Practice June 2008 - August 2008
Skills
Marketing, Entrepreneurship, Research, Blogging, Windows, Microsoft Office, Nonprofits, Fundraising, HTML, Microsoft Excel, Microsoft Word, CSS, Copy Editing, Photoshop, Business Planning, Business Development..., Management Consulting, Creative Writing, Technical Writing, Series 63, Series 6
Education
Drexel University - College of Business and Administration 2008 — 2013
Bachelor of Science in Business Administration, Entrepreneurship/Entrepreneurial Studies & Certificate in Creative Writing and Publishing
Kevin Sforza Kevin Sforza's Vanguard Experience July 2013 - July 2014
Job Project Engineer at The Bozzuto Group
Industry Construction
Experience
The Bozzuto Group July 2014 - Present
Vanguard July 2013 - July 2014
US Department of Health and Human Services July 2012 - July 2013
PE Smith Development May 2009 - July 2012
The Catholic University of America August 2008 - May 2012
Education
Drexel University 2014 — 2016
Master's Degree, Construction Management
The Catholic University of America 2008 — 2013
Bachelor's Degree, Architecture
The Bozzuto Group July 2014 - Present
Vanguard July 2013 - July 2014
US Department of Health and Human Services July 2012 - July 2013
PE Smith Development May 2009 - July 2012
The Catholic University of America August 2008 - May 2012
Education
Drexel University 2014 — 2016
Master's Degree, Construction Management
The Catholic University of America 2008 — 2013
Bachelor's Degree, Architecture
Lee Barr Lee Barr's Vanguard Experience June 2000 - September 2000
Job Digital Marketing & Advertising Professional | MBA Candidate at Drexel University
Industry Marketing and Advertising
Experience
TD November 2013 - Present
Yellowbook September 2010 - November 2013
Comcast Spotlight 2008 - August 2010
Clear Channel Radio 2007 - 2008
Harmelin Media 2007 - 2007
Army National Guard January 1997 - January 2005
Vanguard June 2000 - September 2000
Skills
Marketing Communications, Product Marketing, Digital Media, Adobe Creative Suite, Sales Support, Online Marketing, Marketing Research, Digital Design, Campaign Management, Agency Relations, Information Architecture, User Experience, Creative Strategy, New Media, Sponsorship Marketing, Website Promotion, Online Advertising, Sponsorship, Advertising, Analytics, Marketing Strategy, Marketing, Social Media, Brand Management, Creative Direction, Market Research, Digital Marketing, Web Marketing, Media Planning, Sales Operations
Education
Drexel University 2014 — 2016
Master of Business Administration (M.B.A.), Marketing
Drexel University 1999 — 2005
Bachelor of Science in Business and Administration, Marketing
TD November 2013 - Present
Yellowbook September 2010 - November 2013
Comcast Spotlight 2008 - August 2010
Clear Channel Radio 2007 - 2008
Harmelin Media 2007 - 2007
Army National Guard January 1997 - January 2005
Vanguard June 2000 - September 2000
Skills
Marketing Communications, Product Marketing, Digital Media, Adobe Creative Suite, Sales Support, Online Marketing, Marketing Research, Digital Design, Campaign Management, Agency Relations, Information Architecture, User Experience, Creative Strategy, New Media, Sponsorship Marketing, Website Promotion, Online Advertising, Sponsorship, Advertising, Analytics, Marketing Strategy, Marketing, Social Media, Brand Management, Creative Direction, Market Research, Digital Marketing, Web Marketing, Media Planning, Sales Operations
Education
Drexel University 2014 — 2016
Master of Business Administration (M.B.A.), Marketing
Drexel University 1999 — 2005
Bachelor of Science in Business and Administration, Marketing
Doris Tsui's Vanguard Experience August 2014 - April 2015
Job Financial Analyst
Industry Financial Services
Experience
Lincoln Investment April 2015 - Present
Vanguard August 2014 - April 2015
Vanguard September 2012 - August 2014
Vanguard April 2011 - September 2012
Vanguard March 2010 - September 2010
Delaware Investments a member of Macquarie Group March 2009 - March 2010
Skills
Bloomberg, Auditing, Microsoft Excel, Microsoft Office, chartered financial..., Accounting, Internal Controls, Bloomberg Terminal, Finance
Education
Drexel University - College of Business and Administration 2006 — 2011
Bachelor of Science (B.S.), Concentration- Finance and Accounting Minor- Mandarin
Lincoln Investment April 2015 - Present
Vanguard August 2014 - April 2015
Vanguard September 2012 - August 2014
Vanguard April 2011 - September 2012
Vanguard March 2010 - September 2010
Delaware Investments a member of Macquarie Group March 2009 - March 2010
Skills
Bloomberg, Auditing, Microsoft Excel, Microsoft Office, chartered financial..., Accounting, Internal Controls, Bloomberg Terminal, Finance
Education
Drexel University - College of Business and Administration 2006 — 2011
Bachelor of Science (B.S.), Concentration- Finance and Accounting Minor- Mandarin
Ed Ruppert Ed Ruppert's Vanguard Experience January 2008 - Present
Job Relationship Manager at The Vanguard Group
Industry Financial Services
Experience
Vanguard January 2008 - Present
Vanguard June 2004 - December 2007
Vanguard December 1999 - May 2004
Vanguard April 1998 - November 1999
Vanguard February 1997 - March 1998
Skills
Relationship Management, 401k, Investments, Retirement, Retirement Planning, Mutual Funds, Series 63, Series 6, Asset Allocation, Financial Services, Investment Strategies, Series 7
Education
Drexel University - College of Business and Administration 2005 — 2011
MBA, Investment Management
Penn State University 1992 — 1996
Bachelor of Science (B.S.), Finance & International Business
Vanguard January 2008 - Present
Vanguard June 2004 - December 2007
Vanguard December 1999 - May 2004
Vanguard April 1998 - November 1999
Vanguard February 1997 - March 1998
Skills
Relationship Management, 401k, Investments, Retirement, Retirement Planning, Mutual Funds, Series 63, Series 6, Asset Allocation, Financial Services, Investment Strategies, Series 7
Education
Drexel University - College of Business and Administration 2005 — 2011
MBA, Investment Management
Penn State University 1992 — 1996
Bachelor of Science (B.S.), Finance & International Business
Yoona Koh Yoona Koh's Vanguard Experience October 2012 - May 2014
Job Investment Analyst at Vanguard Institutional Advisory Services
Industry Financial Services
Experience
Vanguard Institutional Advisory Services June 2014 - Present
Vanguard October 2012 - May 2014
The Vanguard Group July 2011 - October 2012
Vanguard March 2010 - September 2010
Hana Tax Management Corporation July 2009 - August 2009
United America Insurance Group September 2008 - February 2009
Philadelphia Water Department September 2007 - March 2008
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, Bloomberg, Economics, Institutional..., Performance Analysis, Relationship Management, Financial Reporting, Investment Research, FactSet, Mutual Funds, Indexing, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Access
Education
Drexel University 2006 — 2011
Bachelor of Business Administration (B.B.A.), Accounting and Finance
서울대학교 / Seoul National University 2010 — 2010
Exchange Student, Business Administration and Management, General
Vanguard Institutional Advisory Services June 2014 - Present
Vanguard October 2012 - May 2014
The Vanguard Group July 2011 - October 2012
Vanguard March 2010 - September 2010
Hana Tax Management Corporation July 2009 - August 2009
United America Insurance Group September 2008 - February 2009
Philadelphia Water Department September 2007 - March 2008
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, Bloomberg, Economics, Institutional..., Performance Analysis, Relationship Management, Financial Reporting, Investment Research, FactSet, Mutual Funds, Indexing, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Access
Education
Drexel University 2006 — 2011
Bachelor of Business Administration (B.B.A.), Accounting and Finance
서울대학교 / Seoul National University 2010 — 2010
Exchange Student, Business Administration and Management, General
Sonica Kearney Sonica Kearney's Vanguard Experience June 2003 - January 2008
Job Business Manager at Redburn Partners
Industry Financial Services
Experience
Redburn Partners June 2008 - Present
Vanguard June 2003 - January 2008
Skills
Series 6, Series 7, Series 24, Series 63, SPHR
Education
Drexel University
MBA, Finance
West Chester University of Pennsylvania
BS, Business Adminstration
Redburn Partners June 2008 - Present
Vanguard June 2003 - January 2008
Skills
Series 6, Series 7, Series 24, Series 63, SPHR
Education
Drexel University
MBA, Finance
West Chester University of Pennsylvania
BS, Business Adminstration
Vincent Salvati Vincent Salvati's Vanguard Experience 1996 - 2001
Job Director, Infrastructure, Quality Assurance & Support at Innotap
Industry Information Technology and Services
Experience
Innotap October 2011 - Present
Exelon Generation Company LLC January 2008 - October 2011
Exelon Power Team March 2000 - 2011
exelon March 1995 - January 2008
Vanguard 1996 - 2001
Vanguard 1996 - 2001
Skills
Energy, Commodity Markets, Risk Management, Energy Markets, Process Improvement, IT Service Management, Commodity, Smart Grid, SDLC, Information Technology, Software Deployment, Business Process..., Software Development..., Trading, MS Project, Disaster Recovery, Financial Modeling, Technical Support, Visio, Help Desk Support, Quality Assurance, IT Strategy, Customer Satisfaction, Change Management, Natural Gas, Renewable Energy, Analysis, Project Portfolio..., SharePoint
Education
Drexel University 1988 — 1994
BS in Commerce and Engineering, Industrial Engineering
Innotap October 2011 - Present
Exelon Generation Company LLC January 2008 - October 2011
Exelon Power Team March 2000 - 2011
exelon March 1995 - January 2008
Vanguard 1996 - 2001
Vanguard 1996 - 2001
Skills
Energy, Commodity Markets, Risk Management, Energy Markets, Process Improvement, IT Service Management, Commodity, Smart Grid, SDLC, Information Technology, Software Deployment, Business Process..., Software Development..., Trading, MS Project, Disaster Recovery, Financial Modeling, Technical Support, Visio, Help Desk Support, Quality Assurance, IT Strategy, Customer Satisfaction, Change Management, Natural Gas, Renewable Energy, Analysis, Project Portfolio..., SharePoint
Education
Drexel University 1988 — 1994
BS in Commerce and Engineering, Industrial Engineering
james tily II james tily II's Vanguard Experience 2006 - 2008
Job Independent Life Insurance Agent
Industry Financial Services
Experience
Alpine Brokerage Services, LLC August 2011 - November 2012
Lincoln Financial Distributors January 2008 - April 2009
Vanguard 2006 - 2008
The Vanguard Group May 2007 - December 2007
Vanguard 1998 - 2000
Skills
Fixed Annuities, Fixed Index Annuities, Linked Benefits, Retirement Planning, Indexed Annuities, Series 7, Employee Benefits, Strategic Financial..., Series 63, Mutual Funds, Insurance, Series 6, Financial Advisory, Fixed Income, Sales, Retirement, Financial Planning, Life Insurance, Management, Finance
Education
Drexel University - LeBow College of Business 2005 — 2007
EMBA, Business Administration
Lynchburg College 1991 — 1995
BA, Business Management
Malvern Prep
Alpine Brokerage Services, LLC August 2011 - November 2012
Lincoln Financial Distributors January 2008 - April 2009
Vanguard 2006 - 2008
The Vanguard Group May 2007 - December 2007
Vanguard 1998 - 2000
Skills
Fixed Annuities, Fixed Index Annuities, Linked Benefits, Retirement Planning, Indexed Annuities, Series 7, Employee Benefits, Strategic Financial..., Series 63, Mutual Funds, Insurance, Series 6, Financial Advisory, Fixed Income, Sales, Retirement, Financial Planning, Life Insurance, Management, Finance
Education
Drexel University - LeBow College of Business 2005 — 2007
EMBA, Business Administration
Lynchburg College 1991 — 1995
BA, Business Management
Malvern Prep
Kenneth Paul, CFP® Kenneth Paul, CFP®'s Vanguard Experience 2004 - 2007
Job Wealth Advisor at Alliance Wealth Management Group
Industry Financial Services
Experience
Alliance Wealth Management Group September 2014 - Present
Prestige Wealth Management Group October 2010 - September 2014
Prestige Wealth Management Group February 2008 - October 2010
Prestige Wealth Management Group February 2007 - February 2008
Vanguard 2004 - 2007
Skills
Financial Planning, Wealth Management, Retirement Planning, Insurance Planning and..., Employee Benefits..., Investment Planning, Income Tax Planning, Estate Planning
Education
Drexel University 1992 — 1999
BS, Hotel and Restaurant Management
Alliance Wealth Management Group September 2014 - Present
Prestige Wealth Management Group October 2010 - September 2014
Prestige Wealth Management Group February 2008 - October 2010
Prestige Wealth Management Group February 2007 - February 2008
Vanguard 2004 - 2007
Skills
Financial Planning, Wealth Management, Retirement Planning, Insurance Planning and..., Employee Benefits..., Investment Planning, Income Tax Planning, Estate Planning
Education
Drexel University 1992 — 1999
BS, Hotel and Restaurant Management
Megan McGregor Megan McGregor's Vanguard Experience January 2006 - September 2007
Job
Industry Architecture & Planning
Experience
MSC January 2012 - Present
BluPath Design May 2011 - September 2011
Greenable March 2010 - September 2010
Re:Vision Architecture December 2009 - September 2010
Architectural Lighting Design March 2009 - August 2010
JBH3 Associates April 2008 - August 2008
Vanguard January 2006 - September 2007
West Hills Development June 2004 - March 2005
LDC Design Group December 2002 - May 2004
Dilsheimer Communities December 2000 - December 2001
Skills
AutoCAD, Photoshop, PowerPoint, Illustrator, InDesign, Excel, Space Planning, Project Coordination, Organizational...
Education
Philadelphia University 2009 — 2011
MS, Sustainable Design
Drexel University 2006 — 2009
BS, Interior Design
MSC January 2012 - Present
BluPath Design May 2011 - September 2011
Greenable March 2010 - September 2010
Re:Vision Architecture December 2009 - September 2010
Architectural Lighting Design March 2009 - August 2010
JBH3 Associates April 2008 - August 2008
Vanguard January 2006 - September 2007
West Hills Development June 2004 - March 2005
LDC Design Group December 2002 - May 2004
Dilsheimer Communities December 2000 - December 2001
Skills
AutoCAD, Photoshop, PowerPoint, Illustrator, InDesign, Excel, Space Planning, Project Coordination, Organizational...
Education
Philadelphia University 2009 — 2011
MS, Sustainable Design
Drexel University 2006 — 2009
BS, Interior Design
Douglas B. Maxwell Douglas B. Maxwell's Vanguard Experience May 2014 - Present
Job Senior Staff Technology Auditor at Vangaurd
Industry Accounting
Experience
Vanguard May 2014 - Present
Vanguard August 2012 - May 2014
Vanguard August 2011 - August 2012
Vanguard March 2010 - September 2010
The MandMarblestone Group March 2009 - September 2009
BioClinica March 2008 - September 2008
Skills
Financial Analysis, Financial Reporting, Auditing, Accounting, Financial Modeling
Education
Drexel University - LeBow College of Business 2006 — 2011
Vanguard May 2014 - Present
Vanguard August 2012 - May 2014
Vanguard August 2011 - August 2012
Vanguard March 2010 - September 2010
The MandMarblestone Group March 2009 - September 2009
BioClinica March 2008 - September 2008
Skills
Financial Analysis, Financial Reporting, Auditing, Accounting, Financial Modeling
Education
Drexel University - LeBow College of Business 2006 — 2011
Lin Xiong's Vanguard Experience September 2011 - February 2012
Job Account Payable at SaintGobain Glass
Industry Financial Services
Experience
CertainTeed January 2012 - Present
Vanguard September 2011 - February 2012
Yamy Swimming Club October 2005 - June 2007
HaiQing Advertising Company 2006 - 2007
JiaSheng International Business Company June 2006 - October 2006
Yamy Healthy Food Online Store November 2003 - December 2005
Skills
Eviews, Pivot table/Look-up in..., Cantonese/Madarin, M&A experience, Budget Analysis, Process Improvement, Equity/Business...
Education
Drexel University 2009 — 2011
Master Degree, Finance
LeBow College of Business, Drexel University 2009 — 2011
MS, Finance
Fudan University 2003 — 2007
Bachelor, International Finance
Fudan University 2003 — 2007
BS, International Finance
CertainTeed January 2012 - Present
Vanguard September 2011 - February 2012
Yamy Swimming Club October 2005 - June 2007
HaiQing Advertising Company 2006 - 2007
JiaSheng International Business Company June 2006 - October 2006
Yamy Healthy Food Online Store November 2003 - December 2005
Skills
Eviews, Pivot table/Look-up in..., Cantonese/Madarin, M&A experience, Budget Analysis, Process Improvement, Equity/Business...
Education
Drexel University 2009 — 2011
Master Degree, Finance
LeBow College of Business, Drexel University 2009 — 2011
MS, Finance
Fudan University 2003 — 2007
Bachelor, International Finance
Fudan University 2003 — 2007
BS, International Finance
Jordan Schneider, MBA, CIMA® Jordan Schneider, MBA, CIMA®'s Vanguard Experience June 2014 - Present
Job Vanguard Internal Sales || Financial Advisor Services || Drexel LeBow
Industry Financial Services
Experience
Vanguard June 2014 - Present
Drexel University's LeBow College of Business June 2012 - Present
Vanguard December 2012 - June 2014
New York Life Insurance Company July 2009 - December 2012
PENN Capital Management April 2008 - July 2009
Susquehanna International Group (SIG) September 2006 - April 2007
Skills
Annuities, Mutual Funds, Personal Finance, Investments, Retirement Planning, Estate Planning, Financial Planning, Public Speaking, Event Planning, ETFs, Financial Advisory, Sales, Wholesale, Finance, Financial Services, Fixed Annuities, Retirement, Securities, Strategic Financial..., Asset Allocation, Series 7, Series 63, 401k, IRAs, Wealth Management, Series 6, Trading, Options, Investment Strategies, Investment Advisory, Financial Planners, Equities, Bloomberg, Investment Management, Bonds, Financial Modeling, Capital Markets, Life Insurance, Fixed Income, Asset Management, Economics, Financial Markets, FINRA, Wealth Management...
Education
Drexel University - LeBow College of Business 2009 — 2010
MBA, Economics
Drexel University - LeBow College of Business 2005 — 2009
B.S. In Business Administration, Finance
Vanguard June 2014 - Present
Drexel University's LeBow College of Business June 2012 - Present
Vanguard December 2012 - June 2014
New York Life Insurance Company July 2009 - December 2012
PENN Capital Management April 2008 - July 2009
Susquehanna International Group (SIG) September 2006 - April 2007
Skills
Annuities, Mutual Funds, Personal Finance, Investments, Retirement Planning, Estate Planning, Financial Planning, Public Speaking, Event Planning, ETFs, Financial Advisory, Sales, Wholesale, Finance, Financial Services, Fixed Annuities, Retirement, Securities, Strategic Financial..., Asset Allocation, Series 7, Series 63, 401k, IRAs, Wealth Management, Series 6, Trading, Options, Investment Strategies, Investment Advisory, Financial Planners, Equities, Bloomberg, Investment Management, Bonds, Financial Modeling, Capital Markets, Life Insurance, Fixed Income, Asset Management, Economics, Financial Markets, FINRA, Wealth Management...
Education
Drexel University - LeBow College of Business 2009 — 2010
MBA, Economics
Drexel University - LeBow College of Business 2005 — 2009
B.S. In Business Administration, Finance
Nicholas Quintiliani's Vanguard Experience May 2015 - Present
Job Vanguard Flagship CSS
Industry Financial Services
Experience
Vanguard May 2015 - Present
Wells Fargo January 2015 - May 2015
Wells Fargo September 2013 - December 2014
CBS Radio July 2011 - September 2013
CBS Radio January 2010 - July 2011
Skills
Advertising, Broadcast, Radio Advertising, Radio Promotions, Social Media Marketing, Adobe Audition, Radio, Radio Broadcasting, Sales
Education
Drexel University 2006 — 2010
Bachelor of Science (B.S.), Music Industry
Devon Preparatory School 2002 — 2006
Vanguard May 2015 - Present
Wells Fargo January 2015 - May 2015
Wells Fargo September 2013 - December 2014
CBS Radio July 2011 - September 2013
CBS Radio January 2010 - July 2011
Skills
Advertising, Broadcast, Radio Advertising, Radio Promotions, Social Media Marketing, Adobe Audition, Radio, Radio Broadcasting, Sales
Education
Drexel University 2006 — 2010
Bachelor of Science (B.S.), Music Industry
Devon Preparatory School 2002 — 2006
Joseph Pisoni's Vanguard Experience August 2011 - July 2013
Job Vice President, Managing Director at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments July 2013 - Present
Vanguard August 2011 - July 2013
Vanguard May 2007 - August 2011
Towers Perrin October 2000 - May 2007
Skills
Mutual Funds, Series 63, Investments, Asset Allocation, Wealth Management, Relationship Management, Investment Strategies, Defined Benefit, Series 6, Marketing Strategy, Marketing Management, Strategic Planning, Business Strategy, New Business Development, Business Analysis, Defined Contribution
Education
NYU Stern School of Business 2004 — 2006
Master of Business Administration (MBA), Finance, Marketing, Entrepreneurship & Innovation
Drexel University
Bachelor of Science (BS), Finance, Marketing
Fidelity Investments July 2013 - Present
Vanguard August 2011 - July 2013
Vanguard May 2007 - August 2011
Towers Perrin October 2000 - May 2007
Skills
Mutual Funds, Series 63, Investments, Asset Allocation, Wealth Management, Relationship Management, Investment Strategies, Defined Benefit, Series 6, Marketing Strategy, Marketing Management, Strategic Planning, Business Strategy, New Business Development, Business Analysis, Defined Contribution
Education
NYU Stern School of Business 2004 — 2006
Master of Business Administration (MBA), Finance, Marketing, Entrepreneurship & Innovation
Drexel University
Bachelor of Science (BS), Finance, Marketing
Maia McCoy Maia McCoy's Vanguard Experience March 2014 - March 2015
Job Experienced, Talented Marketing Professional
Industry Investment Management
Experience
Lincoln Financial Group March 2015 - Present
Vanguard March 2014 - March 2015
Vanguard October 2013 - March 2014
Vanguard February 2011 - March 2014
Vanguard September 2008 - February 2011
Skills
Marketing, Project Management, Marketing Communications, Social Media, Leadership, Customer Service, Event Planning, Social Networking, PowerPoint, Marketing Strategy, Microsoft Office, Strategic Planning, Outlook, Retail, Analysis, Access, Program Management, Data Analysis, Social Media Marketing, Microsoft Excel, Team Building, Event Management, Styling
Education
Drexel University 2011 — 2013
MBA, Marketing
Morgan State University 2000 — 2003
BS, Marketing
Lincoln Financial Group March 2015 - Present
Vanguard March 2014 - March 2015
Vanguard October 2013 - March 2014
Vanguard February 2011 - March 2014
Vanguard September 2008 - February 2011
Skills
Marketing, Project Management, Marketing Communications, Social Media, Leadership, Customer Service, Event Planning, Social Networking, PowerPoint, Marketing Strategy, Microsoft Office, Strategic Planning, Outlook, Retail, Analysis, Access, Program Management, Data Analysis, Social Media Marketing, Microsoft Excel, Team Building, Event Management, Styling
Education
Drexel University 2011 — 2013
MBA, Marketing
Morgan State University 2000 — 2003
BS, Marketing
Melissa Sims's Vanguard Experience October 2012 - Present
Job Brand Management at Vanguard
Industry Financial Services
Experience
Vanguard October 2012 - Present
The Vanguard Group July 2010 - October 2012
Vanguard September 2008 - July 2010
Vanguard July 2007 - September 2008
Skills
Project Management, Strategic Planning, Relationship Management, Financial Services, Leadership, Microsoft Office, Process Improvement, Team Building, Marketing
Education
Drexel University 2013 — 2015
Master of Business Administration (M.B.A.)
Hampton University 2003 — 2007
Marketing
Vanguard October 2012 - Present
The Vanguard Group July 2010 - October 2012
Vanguard September 2008 - July 2010
Vanguard July 2007 - September 2008
Skills
Project Management, Strategic Planning, Relationship Management, Financial Services, Leadership, Microsoft Office, Process Improvement, Team Building, Marketing
Education
Drexel University 2013 — 2015
Master of Business Administration (M.B.A.)
Hampton University 2003 — 2007
Marketing
Michelle Latney Michelle Latney's Vanguard Experience January 1993 - October 1996
Job Sr. Financial Analyst at MetLife
Industry Banking
Experience
MetLife December 2013 - Present
JPMorgan Chase July 2011 - December 2013
Wilmington Trust November 2005 - July 2011
MBNA, (Currently Bank of America) February 2001 - November 2005
mbna 2000 - 2005
PFPC (currently BNY Mellon) February 1999 - February 2001
PFPC (currently BNY Mellon) October 1996 - February 1999
BNY Mellon 1996 - 1999
Vanguard January 1993 - October 1996
Skills
Account Reconciliation, Financial Reporting, Finance, Accounting, General Ledger, Forecasting, Variance Analysis, Auditing, Access, Sarbanes-Oxley Act, Analysis, Budgets, Bloomberg, GAAP, Investments
Education
Wilmington College 2001 — 2003
Masters, Business Administration
Drexel University 1985 — 1990
Bachelor's Degree, Accounting
MetLife December 2013 - Present
JPMorgan Chase July 2011 - December 2013
Wilmington Trust November 2005 - July 2011
MBNA, (Currently Bank of America) February 2001 - November 2005
mbna 2000 - 2005
PFPC (currently BNY Mellon) February 1999 - February 2001
PFPC (currently BNY Mellon) October 1996 - February 1999
BNY Mellon 1996 - 1999
Vanguard January 1993 - October 1996
Skills
Account Reconciliation, Financial Reporting, Finance, Accounting, General Ledger, Forecasting, Variance Analysis, Auditing, Access, Sarbanes-Oxley Act, Analysis, Budgets, Bloomberg, GAAP, Investments
Education
Wilmington College 2001 — 2003
Masters, Business Administration
Drexel University 1985 — 1990
Bachelor's Degree, Accounting
Lisa Stilo Lisa Stilo's Vanguard Experience August 2014 - Present
Job Software Engineer at Vanguard
Industry Financial Services
Experience
Vanguard August 2014 - Present
Skills
Computer Science, Python, C++, C#, Data Analysis, Big Data, Software Engineering, Lean Manufacturing
Education
Drexel University 2010 — 2014
Bachelor's Degree, Computer Engineering
Germantown Academy 2006 — 2010
Vanguard August 2014 - Present
Skills
Computer Science, Python, C++, C#, Data Analysis, Big Data, Software Engineering, Lean Manufacturing
Education
Drexel University 2010 — 2014
Bachelor's Degree, Computer Engineering
Germantown Academy 2006 — 2010
Johann Saner Johann Saner's Vanguard Experience January 2014 - Present
Job Financial Analyst
Industry Financial Services
Experience
Vanguard January 2014 - Present
Lockheed Martin February 2012 - July 2013
Elder, LLC. January 2011 - September 2011
Wyeth Pharmaceuticals March 2006 - September 2006
Skills
Microsoft Office, SAP, Data Analysis, Financial Modeling, Access, Leadership, Finance
Education
Trident University International 2008 — 2010
Master of Business Administration, Finance
Drexel University 2003 — 2007
Commerce and Engineering, Finance
Vanguard January 2014 - Present
Lockheed Martin February 2012 - July 2013
Elder, LLC. January 2011 - September 2011
Wyeth Pharmaceuticals March 2006 - September 2006
Skills
Microsoft Office, SAP, Data Analysis, Financial Modeling, Access, Leadership, Finance
Education
Trident University International 2008 — 2010
Master of Business Administration, Finance
Drexel University 2003 — 2007
Commerce and Engineering, Finance
Jonathan Abramson's Vanguard Experience March 2015 - Present
Job Internal Audit Intern at Vanguard
Industry Accounting
Experience
Vanguard March 2015 - Present
BDO USA, LLP January 2014 - June 2014
Drucker & Scaccetti, P.C. January 2013 - June 2013
Steinberg Asset Management June 2012 - August 2012
Involvio January 2012 - June 2012
Merrill Lynch May 2011 - September 2011
Skills
Microsoft Office, PowerPoint, Social Media, Microsoft Excel, Event Planning, Public Speaking, Research, Microsoft Word, Facebook, Social Media Marketing, Photoshop, Social Networking, Google Docs, Marketing, GoFileRoom, GoSystems, CaseWare, Robert's Rules of Order, Tax, Internal Audit
Education
Drexel University 2011 — 2016
Finance, Accounting, and Legal Studies, Senior
Vanguard March 2015 - Present
BDO USA, LLP January 2014 - June 2014
Drucker & Scaccetti, P.C. January 2013 - June 2013
Steinberg Asset Management June 2012 - August 2012
Involvio January 2012 - June 2012
Merrill Lynch May 2011 - September 2011
Skills
Microsoft Office, PowerPoint, Social Media, Microsoft Excel, Event Planning, Public Speaking, Research, Microsoft Word, Facebook, Social Media Marketing, Photoshop, Social Networking, Google Docs, Marketing, GoFileRoom, GoSystems, CaseWare, Robert's Rules of Order, Tax, Internal Audit
Education
Drexel University 2011 — 2016
Finance, Accounting, and Legal Studies, Senior
Patty DeBow Rush Patty DeBow Rush's Vanguard Experience November 2013 - Present
Job Client Relationship Administrator at Vanguard
Industry Financial Services
Experience
Vanguard November 2013 - Present
Vanguard September 2011 - June 2013
Vanguard July 2009 - September 2011
Vanguard July 2006 - July 2009
Skills
Mutual Funds, Investments, Financial Services, 401k, Finance, Leadership, Relationship Management
Education
Drexel University 2001 — 2004
Bachelor of Science, Education
Vanguard November 2013 - Present
Vanguard September 2011 - June 2013
Vanguard July 2009 - September 2011
Vanguard July 2006 - July 2009
Skills
Mutual Funds, Investments, Financial Services, 401k, Finance, Leadership, Relationship Management
Education
Drexel University 2001 — 2004
Bachelor of Science, Education
Katrina Forgacic's Vanguard Experience October 2010 - January 2014
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
TIAA-CREF January 2014 - May 2015
Vanguard October 2010 - January 2014
Vanguard 2009 - 2010
Vanguard 2004 - 2009
Skills
Manage Client..., Series 7, General Securities..., Asset Allocation, Mutual Funds, Series 63, Financial Planning, 401k, Financial Services, Retirement Planning, Securities, Wealth Management, Investments, CRM, High Net Worth..., Book of Business...
Education
Drexel University
Bachelor of Science (BS), Professional Studies
Fidelity Investments May 2015 - Present
TIAA-CREF January 2014 - May 2015
Vanguard October 2010 - January 2014
Vanguard 2009 - 2010
Vanguard 2004 - 2009
Skills
Manage Client..., Series 7, General Securities..., Asset Allocation, Mutual Funds, Series 63, Financial Planning, 401k, Financial Services, Retirement Planning, Securities, Wealth Management, Investments, CRM, High Net Worth..., Book of Business...
Education
Drexel University
Bachelor of Science (BS), Professional Studies
Colleen Kirk's Vanguard Experience November 2012 - Present
Job Design Strategist
Industry Marketing and Advertising
Experience
Vanguard November 2012 - Present
Temple University 2012 - Present
Diccicco Battista Communications July 2011 - November 2012
Maiden Media Group July 2010 - July 2011
Temple University January 2008 - June 2009
Skills
Adobe Creative Suite, SEO, OS X, Web Development, Social Media, Final Cut Pro, Flash, HTML, Advertising, CSS, JavaScript, Art Direction, Mac, HTML + CSS, Microsoft Office, Email Design, Video Editing, jQuery, Keynote, Mac OS X, After Effects, Photoshop, Illustrator, InDesign, Dreamweaver
Education
Drexel University - LeBow College of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Temple University 2005 — 2009
BA, Advertising
Vanguard November 2012 - Present
Temple University 2012 - Present
Diccicco Battista Communications July 2011 - November 2012
Maiden Media Group July 2010 - July 2011
Temple University January 2008 - June 2009
Skills
Adobe Creative Suite, SEO, OS X, Web Development, Social Media, Final Cut Pro, Flash, HTML, Advertising, CSS, JavaScript, Art Direction, Mac, HTML + CSS, Microsoft Office, Email Design, Video Editing, jQuery, Keynote, Mac OS X, After Effects, Photoshop, Illustrator, InDesign, Dreamweaver
Education
Drexel University - LeBow College of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Temple University 2005 — 2009
BA, Advertising
Pauline Speaks Pauline Speaks's Vanguard Experience October 2011 - October 2015
Job Project Management Professional
Industry Financial Services
Experience
Canon Financial Services, Inc. October 2015 - Present
Vanguard October 2011 - October 2015
Vanguard February 2010 - October 2011
The Vanguard Group August 2007 - February 2010
Wells Fargo March 2006 - August 2007
WSJV-TV July 2003 - July 2005
KAAL-TV 2001 - 2003
Conus Communicatios October 2000 - October 2001
Skills
Investments, Microsoft Excel, Project Management, Media Relations, Time Management, PowerPoint, Microsoft Word, Retirement Planning, Marketing Communications, Coaching, Leadership, Client Relationship..., Problem Solving and...
Education
Drexel University 2015 — 2017
Master of Science (M.S.), Project Management
Niagara University 1996 — 2000
BA, Communications
Canon Financial Services, Inc. October 2015 - Present
Vanguard October 2011 - October 2015
Vanguard February 2010 - October 2011
The Vanguard Group August 2007 - February 2010
Wells Fargo March 2006 - August 2007
WSJV-TV July 2003 - July 2005
KAAL-TV 2001 - 2003
Conus Communicatios October 2000 - October 2001
Skills
Investments, Microsoft Excel, Project Management, Media Relations, Time Management, PowerPoint, Microsoft Word, Retirement Planning, Marketing Communications, Coaching, Leadership, Client Relationship..., Problem Solving and...
Education
Drexel University 2015 — 2017
Master of Science (M.S.), Project Management
Niagara University 1996 — 2000
BA, Communications
Jennifer Stercula, M.A. Jennifer Stercula, M.A.'s Vanguard Experience September 2008 - December 2010
Job Social Media Manager / Content Writer at hibu
Industry Marketing and Advertising
Experience
hibu March 2013 - Present
Freelance Writer December 2012 - March 2013
Circa Healthcare May 2011 - May 2012
Vanguard September 2008 - December 2010
Vanguard June 2007 - September 2008
Vanguard December 2005 - June 2007
Skills
Exemplary writing and..., Proficient in the..., Familiar with APA, MLA,..., Works very well in team..., Ability to learn new..., Self-motivated and..., Adaptable to changing..., Social Media, Microsoft Office, Marketing Communications, Newsletters, Relationship Management, Social Media Marketing, Advertising, Social Networking, Facebook, Editing, Web Content, Video, Online Marketing, Email Marketing, Management
Education
West Chester University of Pennsylvania 2011 — 2012
Master of Arts (M.A.), English and Creative Writing, 3.8
Drexel University
Bachelor of Science (B.S.), Psychology
hibu March 2013 - Present
Freelance Writer December 2012 - March 2013
Circa Healthcare May 2011 - May 2012
Vanguard September 2008 - December 2010
Vanguard June 2007 - September 2008
Vanguard December 2005 - June 2007
Skills
Exemplary writing and..., Proficient in the..., Familiar with APA, MLA,..., Works very well in team..., Ability to learn new..., Self-motivated and..., Adaptable to changing..., Social Media, Microsoft Office, Marketing Communications, Newsletters, Relationship Management, Social Media Marketing, Advertising, Social Networking, Facebook, Editing, Web Content, Video, Online Marketing, Email Marketing, Management
Education
West Chester University of Pennsylvania 2011 — 2012
Master of Arts (M.A.), English and Creative Writing, 3.8
Drexel University
Bachelor of Science (B.S.), Psychology
Shoshana Weiss's Vanguard Experience July 2014 - Present
Job Vanguard Accelerated Development Program Participant at Vanguard
Industry Financial Services
Experience
Vanguard July 2014 - Present
Signals Group February 2014 - May 2014
Vanguard April 2012 - February 2014
Philadelphia-Israel Chamber of Commerce September 2012 - February 2013
Susquehanna International Group March 2011 - September 2011
Credit Suisse June 2010 - September 2010
Skills
Access, Investments, Microsoft Office, PowerPoint, Process Improvement, Microsoft Excel, Financial Analysis, Microsoft Word, Competitive Analysis, Sales, Banking, Database Design, Customer Service, Excel, Word, Customer Relations, Public Speaking, Social Media, Research, Entrepreneurship, Corporate Social..., User Interface Design, Client Services, Client Relations, Operations Management, Retirement Plan..., 401k, 401k Rollovers, Transfer Agency, Project Management, Leadership, Data Analysis, Management, Financial Services, Business Development, Start-ups, Social Media Marketing, Financial Modeling
Education
Drexel University 2009 — 2013
Bachelor of Science (B.S.), Finance and Management Information Systems, 3.7
Vanguard July 2014 - Present
Signals Group February 2014 - May 2014
Vanguard April 2012 - February 2014
Philadelphia-Israel Chamber of Commerce September 2012 - February 2013
Susquehanna International Group March 2011 - September 2011
Credit Suisse June 2010 - September 2010
Skills
Access, Investments, Microsoft Office, PowerPoint, Process Improvement, Microsoft Excel, Financial Analysis, Microsoft Word, Competitive Analysis, Sales, Banking, Database Design, Customer Service, Excel, Word, Customer Relations, Public Speaking, Social Media, Research, Entrepreneurship, Corporate Social..., User Interface Design, Client Services, Client Relations, Operations Management, Retirement Plan..., 401k, 401k Rollovers, Transfer Agency, Project Management, Leadership, Data Analysis, Management, Financial Services, Business Development, Start-ups, Social Media Marketing, Financial Modeling
Education
Drexel University 2009 — 2013
Bachelor of Science (B.S.), Finance and Management Information Systems, 3.7
Lisa Sementa Lisa Sementa's Vanguard Experience June 1999 - June 2008
Job Business Analyst at ASTM International
Industry Information Technology and Services
Experience
ASTM International July 2010 - Present
For Kid's Sake January 2008 - June 2010
Vanguard June 1999 - June 2008
Dialogic 1998 - 1999
US Army 1997 - 1999
Cahners Publishing 1995 - 1997
Skills
Technical Writing, Data Analysis, Analysis, Process Improvement, Project Management, Quality Assurance, Testing, Leadership, Team Leadership, Microsoft Excel, Microsoft Office, Risk Management, Statistics, Research, Management, Strategic Planning, Team Building, PowerPoint, Outlook, Business Analysis, Requirements Management, Requirements Analysis, Requirement..., Requirements Gathering, Systems Analysis, Lotus Notes, Lotus Domino, PeopleSoft, Oracle E-Business Suite, User Acceptance Testing, Business Requirements, Data Modeling, Visio, SDLC, Agile Methodologies, SharePoint, Business Intelligence, System Testing, Software Project..., Software Documentation, SQL, Business Process..., Training
Education
Drexel University 2008 — 2013
MS in Science of Instruction, Education, 4.0
Dale Carnegie 2012 — 2012
Pennsylvania State University-Great Valley Graduate Center 1999 — 2002
Business
Rutgers, The State University of New Jersey-New Brunswick 1996 — 1999
BA, Computer Science and Economics
University of Delaware 1995 — 1996
Computer Science
Morris Catholic High School 1991 — 1995
High School Diploma
ASTM International July 2010 - Present
For Kid's Sake January 2008 - June 2010
Vanguard June 1999 - June 2008
Dialogic 1998 - 1999
US Army 1997 - 1999
Cahners Publishing 1995 - 1997
Skills
Technical Writing, Data Analysis, Analysis, Process Improvement, Project Management, Quality Assurance, Testing, Leadership, Team Leadership, Microsoft Excel, Microsoft Office, Risk Management, Statistics, Research, Management, Strategic Planning, Team Building, PowerPoint, Outlook, Business Analysis, Requirements Management, Requirements Analysis, Requirement..., Requirements Gathering, Systems Analysis, Lotus Notes, Lotus Domino, PeopleSoft, Oracle E-Business Suite, User Acceptance Testing, Business Requirements, Data Modeling, Visio, SDLC, Agile Methodologies, SharePoint, Business Intelligence, System Testing, Software Project..., Software Documentation, SQL, Business Process..., Training
Education
Drexel University 2008 — 2013
MS in Science of Instruction, Education, 4.0
Dale Carnegie 2012 — 2012
Pennsylvania State University-Great Valley Graduate Center 1999 — 2002
Business
Rutgers, The State University of New Jersey-New Brunswick 1996 — 1999
BA, Computer Science and Economics
University of Delaware 1995 — 1996
Computer Science
Morris Catholic High School 1991 — 1995
High School Diploma
Etienne Seydoux's Vanguard Experience April 2012 - April 2013
Job Financial Consultant at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial August 2013 - Present
E*TRADE Financial April 2013 - August 2013
Vanguard April 2012 - April 2013
Vanguard January 2011 - April 2012
Vanguard March 2008 - January 2011
Greentree Brokerage Services June 2007 - February 2008
Skills
Analytical Approach, Client Relationship..., Trading, Bloomberg, Equities, Investments, Equity Research, Mutual Funds, Insurance, Series 7, Financial Markets, Technical Analysis, Securities, Asset Allocation, ETFs, Options, Relationship Management, Series 63, Fixed Income
Education
Drexel University - College of Business and Administration 2007 — 2009
Master's degree, Finance, General
Pennsylvania College of Technology 2002 — 2007
Bachelor of Science (BS), Banking and Financial Support Services
E*TRADE Financial August 2013 - Present
E*TRADE Financial April 2013 - August 2013
Vanguard April 2012 - April 2013
Vanguard January 2011 - April 2012
Vanguard March 2008 - January 2011
Greentree Brokerage Services June 2007 - February 2008
Skills
Analytical Approach, Client Relationship..., Trading, Bloomberg, Equities, Investments, Equity Research, Mutual Funds, Insurance, Series 7, Financial Markets, Technical Analysis, Securities, Asset Allocation, ETFs, Options, Relationship Management, Series 63, Fixed Income
Education
Drexel University - College of Business and Administration 2007 — 2009
Master's degree, Finance, General
Pennsylvania College of Technology 2002 — 2007
Bachelor of Science (BS), Banking and Financial Support Services
Ed Sisko Ed Sisko's Vanguard Experience Technology AuditorAmeriGas PropaneSeptember 1999 - November 2001
Job Business Systems Analyst at Vanguard
Industry Financial Services
Experience
Vanguard Technology AuditorAmeriGas PropaneSeptember 1999 - November 2001
Education
Drexel University - College of Business and Administration 1988 — 1993
Business Administration, Accounting
Vanguard Technology AuditorAmeriGas PropaneSeptember 1999 - November 2001
Education
Drexel University - College of Business and Administration 1988 — 1993
Business Administration, Accounting
Matthew Ramos, MBA, CFP®'s Vanguard Experience June 1990 - July 1993
Job Senior Portfolio Manager at Sullivan, Bruyette, Speros & Blaney
Industry Investment Management
Experience
Sullivan, Bruyette, Speros & Blaney January 2014 - Present
Capital Fiduciary Advisors October 2012 - December 2013
MTX Wealth Management February 2007 - October 2012
SFX Sports/Financial Advisory Management Enterprises January 2004 - February 2007
A.G. Edwards November 2001 - January 2004
Bank of America August 1995 - February 2001
Chase Manhattan Bank June 1994 - August 1994
Vanguard June 1990 - July 1993
Skills
Due Diligence, Investment Management, Wealth Management, Asset Allocation, Investments, Alternative Investments, Portfolio Management, Financial Analysis, Finance, Executive Management, Business Development, Strategic Partnerships, Financial Modeling, Strategic Planning, Microsoft Excel, Business Strategy
Education
University of Michigan - Stephen M. Ross School of Business 1993 — 1995
MBA, Finance
Drexel University - LeBow College of Business 1985 — 1990
BS, Finance
Sullivan, Bruyette, Speros & Blaney January 2014 - Present
Capital Fiduciary Advisors October 2012 - December 2013
MTX Wealth Management February 2007 - October 2012
SFX Sports/Financial Advisory Management Enterprises January 2004 - February 2007
A.G. Edwards November 2001 - January 2004
Bank of America August 1995 - February 2001
Chase Manhattan Bank June 1994 - August 1994
Vanguard June 1990 - July 1993
Skills
Due Diligence, Investment Management, Wealth Management, Asset Allocation, Investments, Alternative Investments, Portfolio Management, Financial Analysis, Finance, Executive Management, Business Development, Strategic Partnerships, Financial Modeling, Strategic Planning, Microsoft Excel, Business Strategy
Education
University of Michigan - Stephen M. Ross School of Business 1993 — 1995
MBA, Finance
Drexel University - LeBow College of Business 1985 — 1990
BS, Finance
John Spofford's Vanguard Experience September 2013 - Present
Job Rich Media Communication Administrator at Vanguard
Industry E-Learning
Experience
Vanguard September 2013 - Present
Vanguard December 2011 - September 2013
Vanguard September 2006 - December 2011
The BOSS Group September 2006 - December 2006
Skills
E-Learning, ActionScript, Multimedia, Captivate, Flash, User Interface Design, Dreamweaver, Information Architecture, User Experience, CSS, Web Design
Education
Drexel University 2001 — 2006
Bachelor of Science, Digital Media
Vanguard September 2013 - Present
Vanguard December 2011 - September 2013
Vanguard September 2006 - December 2011
The BOSS Group September 2006 - December 2006
Skills
E-Learning, ActionScript, Multimedia, Captivate, Flash, User Interface Design, Dreamweaver, Information Architecture, User Experience, CSS, Web Design
Education
Drexel University 2001 — 2006
Bachelor of Science, Digital Media
Thomas Laky's Vanguard Experience April 2015 - Present
Job Flagship Representative at Vanguard
Industry Financial Services
Experience
Vanguard April 2015 - Present
Vanguard October 2012 - March 2015
Essent Guaranty, Inc. June 2011 - October 2012
Northwestern Mutual September 2010 - June 2011
Northwestern Mutual March 2010 - June 2011
CIGNA Group Insurance March 2009 - September 2009
Wyeth Pharmaceuticals March 2008 - September 2008
Skills
Management, Series 63, Leadership, Series 6, Cognos, Lotus Notes, Sametime, Microsoft Excel, Excel, Factset, Series 7
Education
Villanova University 2014 — 2017
Master of Business Administration (M.B.A.), Finance and Financial Management Services, Marketing
Drexel University 2006 — 2011
Bachelor of Science, Business Administration; Entrepreneurship and Finance
Drexel University - College of Business and Administration 2006 — 2011
BS Business Administration, Finance, Entrepreneurship
Villanova University
Master of Business Administration (M.B.A.), Marketing concentration
Vanguard April 2015 - Present
Vanguard October 2012 - March 2015
Essent Guaranty, Inc. June 2011 - October 2012
Northwestern Mutual September 2010 - June 2011
Northwestern Mutual March 2010 - June 2011
CIGNA Group Insurance March 2009 - September 2009
Wyeth Pharmaceuticals March 2008 - September 2008
Skills
Management, Series 63, Leadership, Series 6, Cognos, Lotus Notes, Sametime, Microsoft Excel, Excel, Factset, Series 7
Education
Villanova University 2014 — 2017
Master of Business Administration (M.B.A.), Finance and Financial Management Services, Marketing
Drexel University 2006 — 2011
Bachelor of Science, Business Administration; Entrepreneurship and Finance
Drexel University - College of Business and Administration 2006 — 2011
BS Business Administration, Finance, Entrepreneurship
Villanova University
Master of Business Administration (M.B.A.), Marketing concentration
Stephen R. Lombardelli's Vanguard Experience April 2013 - Present
Job Fund Financial Analyst
Industry Financial Services
Experience
Vanguard April 2013 - Present
Vanguard August 2012 - April 2013
Vanguard February 2012 - August 2012
New York Life Insurance Company January 2011 - January 2012
WMGK Greater Media Philadelphia July 2009 - July 2011
Skills
Investments, Mutual Funds, Retirement Planning, Coaching, Client Relations Skills, Index Funds, ETFs, Asset Management, IRAs, Strategic Financial..., Leadership, Analysis, Asset Allocation, Investment Management, Securities, Valuation, Fixed Income, Communication Skills, Financial Planning, IRA's, Bonds
Education
Drexel University 2010 — 2011
MBA, Entrepreneurship and Innovation Management
Drexel University 2006 — 2010
BS, Music Industry, Business Administration
Vanguard April 2013 - Present
Vanguard August 2012 - April 2013
Vanguard February 2012 - August 2012
New York Life Insurance Company January 2011 - January 2012
WMGK Greater Media Philadelphia July 2009 - July 2011
Skills
Investments, Mutual Funds, Retirement Planning, Coaching, Client Relations Skills, Index Funds, ETFs, Asset Management, IRAs, Strategic Financial..., Leadership, Analysis, Asset Allocation, Investment Management, Securities, Valuation, Fixed Income, Communication Skills, Financial Planning, IRA's, Bonds
Education
Drexel University 2010 — 2011
MBA, Entrepreneurship and Innovation Management
Drexel University 2006 — 2010
BS, Music Industry, Business Administration
Matt Simber Matt Simber's Vanguard Experience September 2000 - December 2000
Job OIG Manager at Federal Reserve Board
Industry Banking
Experience
Federal Reserve Board June 2014 - Present
Amtrak Office of Inspector General November 2010 - June 2014
Amtrak Office of Inspector General November 2010 - June 2014
US EPA December 2000 - November 2010
U.S. Environmental Protection Agency - OIG December 2000 - November 2010
U.S. Environmental Protection Agency OIG May 2009 - December 2009
Vanguard September 2000 - December 2000
The Richardson Group 1995 - September 1999
Skills
Microsoft Office, Auditing, Excel, Word, Findings, Data Analysis, Process Improvement, Business Process..., Government Contracting, Research, Analysis, Internal Audit, Risk Management, Government, Project Management, Risk Assessment, Policy, Management, Accounting, Finance, Leadership, Fraud, Software Documentation, Program Management, Team Building, Training
Education
Drexel University - LeBow College of Business 1998 — 2000
Bachelor of Science, Business Administration - Economics
Drexel University 1988 — 2000
B.S, Business Administration (Economics)
Collingswood High School 1985 — 1988
Diploma
Federal Reserve Board June 2014 - Present
Amtrak Office of Inspector General November 2010 - June 2014
Amtrak Office of Inspector General November 2010 - June 2014
US EPA December 2000 - November 2010
U.S. Environmental Protection Agency - OIG December 2000 - November 2010
U.S. Environmental Protection Agency OIG May 2009 - December 2009
Vanguard September 2000 - December 2000
The Richardson Group 1995 - September 1999
Skills
Microsoft Office, Auditing, Excel, Word, Findings, Data Analysis, Process Improvement, Business Process..., Government Contracting, Research, Analysis, Internal Audit, Risk Management, Government, Project Management, Risk Assessment, Policy, Management, Accounting, Finance, Leadership, Fraud, Software Documentation, Program Management, Team Building, Training
Education
Drexel University - LeBow College of Business 1998 — 2000
Bachelor of Science, Business Administration - Economics
Drexel University 1988 — 2000
B.S, Business Administration (Economics)
Collingswood High School 1985 — 1988
Diploma
Victoria Sherman's Vanguard Experience March 2014 - Present
Job Fund Financial Associate at Vanguard
Industry Financial Services
Experience
Vanguard March 2014 - Present
Draeger April 2013 - September 2013
SEI April 2012 - September 2012
Citizens Bank August 2010 - March 2012
Skills
Analysis, Financial Analysis, AS400 system, SAP, Budgets, Customer Service, Microsoft Office:..., Problem Solving, Relationship Management, Global One Enterprise, Macros, Equilend, SAP Business Objects
Education
Drexel University - College of Business and Administration 2011 — 2014
BSBA, Finance, General
Vanguard March 2014 - Present
Draeger April 2013 - September 2013
SEI April 2012 - September 2012
Citizens Bank August 2010 - March 2012
Skills
Analysis, Financial Analysis, AS400 system, SAP, Budgets, Customer Service, Microsoft Office:..., Problem Solving, Relationship Management, Global One Enterprise, Macros, Equilend, SAP Business Objects
Education
Drexel University - College of Business and Administration 2011 — 2014
BSBA, Finance, General
Brian Keeport's Vanguard Experience January 2013 - Present
Job Business Technology Project Leader at Vanguard
Industry Investment Management
Experience
Vanguard January 2013 - Present
Skills
Wealth Management, Asset Allocation, Retirement, Series 63, Investments, Retirement Planning, Mutual Funds, Investment Advisory, Strategic Financial..., Portfolio Management, Asset Managment, Investment Management, Investment Strategies, ETFs, Alternative Investments, Asset Management, High Net Worth..., Personal Financial..., Securities, Risk Management
Education
Drexel University - LeBow College of Business 2000 — 2005
MBA, Finance
Shippensburg University of Pennsylvania 1995 — 1999
M.S., Finance
Vanguard January 2013 - Present
Skills
Wealth Management, Asset Allocation, Retirement, Series 63, Investments, Retirement Planning, Mutual Funds, Investment Advisory, Strategic Financial..., Portfolio Management, Asset Managment, Investment Management, Investment Strategies, ETFs, Alternative Investments, Asset Management, High Net Worth..., Personal Financial..., Securities, Risk Management
Education
Drexel University - LeBow College of Business 2000 — 2005
MBA, Finance
Shippensburg University of Pennsylvania 1995 — 1999
M.S., Finance
John Sarracino's Vanguard Experience March 2012 - Present
Job Environment Support Analyst at Vanguard
Industry Information Technology and Services
Experience
Vanguard March 2012 - Present
Vanguard October 2010 - March 2012
Vanguard June 2007 - October 2010
Ciber (AstraZeneca) October 2006 - May 2007
Drexel University 2003 - 2007
Ciber Inc (AstraZeneca) September 2005 - March 2006
Unisys September 2004 - March 2005
Skills
Microsoft SQL Server, Databases, Access, Testing, Windows Server, Data Analysis, HTML, Analysis, Regression Testing, Systems Analysis, Unix, System Administration, Troubleshooting, Quality Assurance
Education
Drexel University 2002 — 2007
Bachelor of Science, Information Systems Technology
Vanguard March 2012 - Present
Vanguard October 2010 - March 2012
Vanguard June 2007 - October 2010
Ciber (AstraZeneca) October 2006 - May 2007
Drexel University 2003 - 2007
Ciber Inc (AstraZeneca) September 2005 - March 2006
Unisys September 2004 - March 2005
Skills
Microsoft SQL Server, Databases, Access, Testing, Windows Server, Data Analysis, HTML, Analysis, Regression Testing, Systems Analysis, Unix, System Administration, Troubleshooting, Quality Assurance
Education
Drexel University 2002 — 2007
Bachelor of Science, Information Systems Technology
Julie K. McCleary's Vanguard Experience May 2006 - Present
Job Investment Analyst at Vanguard
Industry Financial Services
Experience
Vanguard May 2006 - Present
The Restaurant School September 2002 - June 2005
The Gale Group 1999 - 2001
Education
Drexel University 2002 — 2005
Master of Library & Information Science (MLIS)
Stonehill College 1989 — 1993
BA, Communications
Vanguard May 2006 - Present
The Restaurant School September 2002 - June 2005
The Gale Group 1999 - 2001
Education
Drexel University 2002 — 2005
Master of Library & Information Science (MLIS)
Stonehill College 1989 — 1993
BA, Communications
Eyimofe Oduneye's Vanguard Experience October 2000 - May 2007
Job
Industry Information Technology and Services
Experience
AXIA Consulting, LLC June 2014 - Present
Dell Inc November 2009 - May 2014
Perot Systems Consulting (now Dell Services) June 2007 - November 2009
Vanguard October 2000 - May 2007
Skills
Strategic Planning, Team Building, Change Management, Program Management, Project Coordination, Relationship..., Risk Management, CSSGB, Requirements Analysis, Requirements Gathering, Business Strategy, Training, Management, Consulting, Business Process..., Process Improvement, Business Analysis
Education
Drexel University - College of Business and Administration 2003 — 2006
MBA, Org Human Resource Mgt & Int'll Business
Lincoln University 1997 — 2000
BA, Economics
AXIA Consulting, LLC June 2014 - Present
Dell Inc November 2009 - May 2014
Perot Systems Consulting (now Dell Services) June 2007 - November 2009
Vanguard October 2000 - May 2007
Skills
Strategic Planning, Team Building, Change Management, Program Management, Project Coordination, Relationship..., Risk Management, CSSGB, Requirements Analysis, Requirements Gathering, Business Strategy, Training, Management, Consulting, Business Process..., Process Improvement, Business Analysis
Education
Drexel University - College of Business and Administration 2003 — 2006
MBA, Org Human Resource Mgt & Int'll Business
Lincoln University 1997 — 2000
BA, Economics
Alan Stutman's Vanguard Experience 2005 - Present
Job Personal Advisor Services at Vanguard
Industry Financial Services
Experience
Vanguard 2005 - Present
Philadelphia Eagles 2001 - 2006
Education
Drexel University - LeBow College of Business
Vanguard 2005 - Present
Philadelphia Eagles 2001 - 2006
Education
Drexel University - LeBow College of Business
David Foad's Vanguard Experience April 2003 - July 2011
Job Financial Services
Industry Financial Services
Experience
Wells Fargo Advisors September 2012 - Present
Karr Barth Associates 2011 - 2012
Vanguard April 2003 - July 2011
Skills
Series 7, Mutual Funds, Investments, Trading, Series 6, Life Insurance, Securities, Equities, Strategic Financial..., Series 24, Asset Allocation, FINRA, Bloomberg, Retirement Planning, Fixed Income
Education
Drexel University - College of Business and Administration 2007 — 2009
Executive MBA, Business Administration and Management, General
Drexel University - College of Business and Administration 1988 — 1993
Executive MBA, Business Administration and Management, General
Wells Fargo Advisors September 2012 - Present
Karr Barth Associates 2011 - 2012
Vanguard April 2003 - July 2011
Skills
Series 7, Mutual Funds, Investments, Trading, Series 6, Life Insurance, Securities, Equities, Strategic Financial..., Series 24, Asset Allocation, FINRA, Bloomberg, Retirement Planning, Fixed Income
Education
Drexel University - College of Business and Administration 2007 — 2009
Executive MBA, Business Administration and Management, General
Drexel University - College of Business and Administration 1988 — 1993
Executive MBA, Business Administration and Management, General
Craig Preschutti's Vanguard Experience ManagerAccentureFebruary 1996 - September 1999
Job Poject Manager at Vanguard
Industry Financial Services
Experience
Vanguard ManagerAccentureFebruary 1996 - September 1999
Mellon Bank 1991 - 1994
Skills
Financial Services, Mutual Funds, Relationship Management, Process Improvement, Strategic Planning, Risk Management, Business Analysis, Project Management, Financial Analysis, Management, Financial Modeling, Portfolio Management, Team Building, Analysis, Project Portfolio..., Program Management, Leadership, Business Process...
Education
Drexel University - LeBow College of Business 1993 — 1995
MBA, Organizational and Human Resource Management
Temple University - Fox School of Business and Management 1987 — 1991
BBA, Accounting and Finance
Valley View High School 1983 — 1987
Vanguard ManagerAccentureFebruary 1996 - September 1999
Mellon Bank 1991 - 1994
Skills
Financial Services, Mutual Funds, Relationship Management, Process Improvement, Strategic Planning, Risk Management, Business Analysis, Project Management, Financial Analysis, Management, Financial Modeling, Portfolio Management, Team Building, Analysis, Project Portfolio..., Program Management, Leadership, Business Process...
Education
Drexel University - LeBow College of Business 1993 — 1995
MBA, Organizational and Human Resource Management
Temple University - Fox School of Business and Management 1987 — 1991
BBA, Accounting and Finance
Valley View High School 1983 — 1987
Richard Powers's Vanguard Experience March 2015 - Present
Job Retail Investor Group ETF Strategy Lead
Industry Investment Management
Experience
Vanguard March 2015 - Present
Vanguard August 2006 - March 2015
The Vanguard Group January 2003 - August 2006
The Vanguard Group January 1999 - January 2003
Skills
People Management, Investment Manager..., Fixed Income Products, Asset Management, Investments, Equities, Hedge Funds, Bonds
Education
Drexel University 2002 — 2005
MBA, Investment Management
Shippensburg University of Pennsylvania 1994 — 1998
BSBA, Finance
Vanguard March 2015 - Present
Vanguard August 2006 - March 2015
The Vanguard Group January 2003 - August 2006
The Vanguard Group January 1999 - January 2003
Skills
People Management, Investment Manager..., Fixed Income Products, Asset Management, Investments, Equities, Hedge Funds, Bonds
Education
Drexel University 2002 — 2005
MBA, Investment Management
Shippensburg University of Pennsylvania 1994 — 1998
BSBA, Finance
Tony Di Silvestro's Vanguard Experience September 1999 - Present
Job Sr User Experience Researcher at Vanguard
Industry Financial Services
Experience
Vanguard September 1999 - Present
CIGNA July 1986 - August 1999
CIGNA 1986 - 1999
Skills
Usability Testing, Information Architecture, User-centered Design, User Experience, Usability Engineering, User Scenarios, Usability, Wire Framing, Persona, Requirements Gathering, Human Computer..., User Interface Design, Visio, Interaction Design, Agile Methodologies, Human Factors, User Experience Design, Wireframes, User Interface, Information Design, Mobile Design, User Research, Heuristic Evaluation
Education
Drexel University 1984 — 1988
MBA, Management Information Systems, General
Saint Joseph's University 1979 — 1983
BS, Business Management
Vanguard September 1999 - Present
CIGNA July 1986 - August 1999
CIGNA 1986 - 1999
Skills
Usability Testing, Information Architecture, User-centered Design, User Experience, Usability Engineering, User Scenarios, Usability, Wire Framing, Persona, Requirements Gathering, Human Computer..., User Interface Design, Visio, Interaction Design, Agile Methodologies, Human Factors, User Experience Design, Wireframes, User Interface, Information Design, Mobile Design, User Research, Heuristic Evaluation
Education
Drexel University 1984 — 1988
MBA, Management Information Systems, General
Saint Joseph's University 1979 — 1983
BS, Business Management
Aaron Wall's Vanguard Experience April 2012 - Present
Job Quality Assurance Supervisor at Vanguard
Industry Financial Services
Experience
Vanguard April 2012 - Present
Vanguard November 2010 - April 2012
The Vanguard Group July 2006 - November 2010
Vanguard September 2003 - July 2006
Skills
Series 63, Mutual Funds, Investments, Asset Allocation, Leadership, Relationship Management, CRM, Financial Services, Equities, Process Improvement, Retirement Planning, Wealth Management, Securities, Series 6
Education
Drexel University - LeBow College of Business 2001 — 2003
Business Administration, Finanace
Vanguard April 2012 - Present
Vanguard November 2010 - April 2012
The Vanguard Group July 2006 - November 2010
Vanguard September 2003 - July 2006
Skills
Series 63, Mutual Funds, Investments, Asset Allocation, Leadership, Relationship Management, CRM, Financial Services, Equities, Process Improvement, Retirement Planning, Wealth Management, Securities, Series 6
Education
Drexel University - LeBow College of Business 2001 — 2003
Business Administration, Finanace
Justin Bainum's Vanguard Experience May 2000 - February 2002
Job Senior Internal Strategic Consultant at SAP
Industry Computer Software
Experience
SAP December 2012 - Present
SAP May 2010 - December 2012
SAP October 2007 - May 2010
SAP February 2005 - October 2007
SAP February 2002 - February 2005
Vanguard May 2000 - February 2002
Skills
Enterprise Software, Business Intelligence, SaaS, Business Analysis, Solution Selling, SAP, Financial Analysis, CRM, Forecasting, Go-to-market Strategy, Cloud Computing, Process Improvement, ERP, Analytics, SAP ERP, Business Objects, Sales Enablement, Product Management, Revenue Recognition, Pricing, Finance, Sales Operations
Education
Drexel University - College of Business and Administration 2005 — 2007
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.0
Drexel University 1991 — 1996
Bachelor of Science, Finance, MIS
SAP December 2012 - Present
SAP May 2010 - December 2012
SAP October 2007 - May 2010
SAP February 2005 - October 2007
SAP February 2002 - February 2005
Vanguard May 2000 - February 2002
Skills
Enterprise Software, Business Intelligence, SaaS, Business Analysis, Solution Selling, SAP, Financial Analysis, CRM, Forecasting, Go-to-market Strategy, Cloud Computing, Process Improvement, ERP, Analytics, SAP ERP, Business Objects, Sales Enablement, Product Management, Revenue Recognition, Pricing, Finance, Sales Operations
Education
Drexel University - College of Business and Administration 2005 — 2007
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.0
Drexel University 1991 — 1996
Bachelor of Science, Finance, MIS
Marcy Hall-Davis's Vanguard Experience July 2002 - August 2005
Job Director, Training and Organizational Development at American Bible Society
Industry Hospitality
Experience
American Bible Society September 2015 - Present
Thomas Jefferson University October 2013 - Present
ARAMARK April 2008 - October 2013
Charming Shoppes 2011 - 2011
The Vanguard Group August 2005 - April 2008
Vanguard July 2002 - August 2005
Vanguard February 2005 - July 2005
Vanguard June 2000 - July 2002
Skills
Performance Management, Talent Management, Succession Planning, Employee Engagement, Talent Acquisition, Employee Relations, Human Resources, Recruiting, Employee Training, HR Policies, New Hire Orientations, Time Management, Training, Management, Leadership, Interviews, Team Building, Leadership Development
Education
Drexel University 2012 — 2015
Master of Science (MS), Learning Technology
Philadelphia University 1998 — 2000
Master of Business Administration (MBA), Taxation
Indiana University of Pennsylvania 1988 — 1990
American Bible Society September 2015 - Present
Thomas Jefferson University October 2013 - Present
ARAMARK April 2008 - October 2013
Charming Shoppes 2011 - 2011
The Vanguard Group August 2005 - April 2008
Vanguard July 2002 - August 2005
Vanguard February 2005 - July 2005
Vanguard June 2000 - July 2002
Skills
Performance Management, Talent Management, Succession Planning, Employee Engagement, Talent Acquisition, Employee Relations, Human Resources, Recruiting, Employee Training, HR Policies, New Hire Orientations, Time Management, Training, Management, Leadership, Interviews, Team Building, Leadership Development
Education
Drexel University 2012 — 2015
Master of Science (MS), Learning Technology
Philadelphia University 1998 — 2000
Master of Business Administration (MBA), Taxation
Indiana University of Pennsylvania 1988 — 1990
Waihan Li's Vanguard Experience December 2014 - Present
Job Advertising Production Manager at Vanguard
Industry Marketing and Advertising
Experience
Vanguard December 2014 - Present
Vanguard December 2010 - December 2014
The Vanguard Group July 2007 - December 2010
Vanguard December 2005 - June 2006
Vanguard October 2004 - December 2005
Skills
Advertising, Digital Marketing, Marketing Communications, Marketing Strategy, Relationship Management, Web Analytics, Customer Service, Microsoft Office, Photoshop, Microsoft Excel, Project Management, PowerPoint, Digital Media
Education
Drexel University 1999 — 2004
Bachelor of Science (BS), Marketing and International Business
Drexel University - LeBow College of Business 1999 — 2004
BS, Marketing and International Business
Vanguard December 2014 - Present
Vanguard December 2010 - December 2014
The Vanguard Group July 2007 - December 2010
Vanguard December 2005 - June 2006
Vanguard October 2004 - December 2005
Skills
Advertising, Digital Marketing, Marketing Communications, Marketing Strategy, Relationship Management, Web Analytics, Customer Service, Microsoft Office, Photoshop, Microsoft Excel, Project Management, PowerPoint, Digital Media
Education
Drexel University 1999 — 2004
Bachelor of Science (BS), Marketing and International Business
Drexel University - LeBow College of Business 1999 — 2004
BS, Marketing and International Business
Nancy Davis, LEED® AP's Vanguard Experience 2013 - Present
Job Design Professional
Industry Design
Experience
Vanguard 2013 - Present
Philadelphia Museum of Art 2009 - Present
Drexel University 2008 - 2013
RMJM Hillier 2005 - 2008
CUH2A 2001 - 2005
Ai-Five 1991 - 2001
Skills
Interior Design, Space-planning, Design Research, Space planning, Sketching, AutoCAD, Sustainable Design, Rendering, Space Planning
Education
Drexel University
BS, Design
Drexel University
MS in Education, Teaching Learning and Curriculum with a focus on Creativity
Vanguard 2013 - Present
Philadelphia Museum of Art 2009 - Present
Drexel University 2008 - 2013
RMJM Hillier 2005 - 2008
CUH2A 2001 - 2005
Ai-Five 1991 - 2001
Skills
Interior Design, Space-planning, Design Research, Space planning, Sketching, AutoCAD, Sustainable Design, Rendering, Space Planning
Education
Drexel University
BS, Design
Drexel University
MS in Education, Teaching Learning and Curriculum with a focus on Creativity
Karen Lapina, CFP®, AIF®'s Vanguard Experience July 1990 - October 1991
Job Vice President at Fragasso Financial Advisors
Industry Financial Services
Experience
Fragasso Financial Advisors December 2011 - Present
Fragasso Financial Advisors July 1999 - November 2011
Cigna October 1991 - August 1993
Vanguard July 1990 - October 1991
Skills
Financial Planning, Estate Planning, Asset Management, Retirement Planning, Wealth Management, Strategic Financial..., Financial Advisory, Securities, FINRA, Investment Management, Mutual Funds
Education
Drexel University - LeBow College of Business 1985 — 1990
BS, Finance
Fragasso Financial Advisors December 2011 - Present
Fragasso Financial Advisors July 1999 - November 2011
Cigna October 1991 - August 1993
Vanguard July 1990 - October 1991
Skills
Financial Planning, Estate Planning, Asset Management, Retirement Planning, Wealth Management, Strategic Financial..., Financial Advisory, Securities, FINRA, Investment Management, Mutual Funds
Education
Drexel University - LeBow College of Business 1985 — 1990
BS, Finance
Ruey-ling (Ja-een) Chan, CAIA's Vanguard Experience January 2011 - Present
Job Project Manager, International at Vanguard
Industry Financial Services
Experience
Vanguard January 2011 - Present
Vanguard June 2008 - December 2010
Vanguard June 2005 - May 2008
Vanguard August 2003 - May 2005
Vanguard August 2000 - August 2003
Vanguard March 1999 - August 2000
Skills
Business Analysis, Mutual Funds, Equities, Financial Services, Investment Analysis, International Project..., Business Relationship...
Education
Drexel University - LeBow College of Business 1994 — 1996
MBA, Finance
National Taiwan University 1986 — 1990
BS, Agriculture
Vanguard January 2011 - Present
Vanguard June 2008 - December 2010
Vanguard June 2005 - May 2008
Vanguard August 2003 - May 2005
Vanguard August 2000 - August 2003
Vanguard March 1999 - August 2000
Skills
Business Analysis, Mutual Funds, Equities, Financial Services, Investment Analysis, International Project..., Business Relationship...
Education
Drexel University - LeBow College of Business 1994 — 1996
MBA, Finance
National Taiwan University 1986 — 1990
BS, Agriculture
Barbara J. Pettit, CFP(R)'s Vanguard Experience August 2013 - Present
Job Investment Consultant at Vanguard
Industry Financial Services
Experience
Vanguard August 2013 - Present
Vanguard April 2011 - July 2013
Sage Financial Group October 2008 - December 2010
Skills
Financial Analysis, Financial Reporting, Strategic Financial..., Accounting, Investments, Asset Management, Equities, Fixed Income, Securities, Portfolio Management, Alternative Investments, Valuation, Spreadsheets, Access, Risk Management, Due Diligence, Asset Allocation, Analysis, Investment Management
Education
board 2012 — 2014
Certified Financial Planner Designation
Drexel University - College of Business and Administration 2001 — 2004
Bachelor of Science (BS), Finance, General
Vanguard August 2013 - Present
Vanguard April 2011 - July 2013
Sage Financial Group October 2008 - December 2010
Skills
Financial Analysis, Financial Reporting, Strategic Financial..., Accounting, Investments, Asset Management, Equities, Fixed Income, Securities, Portfolio Management, Alternative Investments, Valuation, Spreadsheets, Access, Risk Management, Due Diligence, Asset Allocation, Analysis, Investment Management
Education
board 2012 — 2014
Certified Financial Planner Designation
Drexel University - College of Business and Administration 2001 — 2004
Bachelor of Science (BS), Finance, General
Monty Bess's Vanguard Experience November 2010 - May 2012
Job Financial Services Investment & Sales Professional
Industry Financial Services
Experience
Vanguard November 2010 - May 2012
Myriad Solutions, Inc. April 2007 - May 2010
Maryland Army National Guard December 2000 - December 2009
ASM Research, Inc. August 2005 - December 2006
Tuesday Morning, Inc. September 1999 - June 2000
The UPS Store March 1996 - August 1999
Skills
Series 7, Series 63, Series 6, Inactive DoD Secret..., CRM, Sales, Consultative Sales..., Customer Service..., Customer Service, Network Administration, Business Process..., Strategy, Solution Selling, Security Clearance, Management, Troubleshooting, Bookkeeping, Non-profit...
Education
Montgomery College 2002 — 2004
Associates of Arts, General Studies (Networking)
Drexel University 1992 — 1993
Chemical Engineering
Vanguard November 2010 - May 2012
Myriad Solutions, Inc. April 2007 - May 2010
Maryland Army National Guard December 2000 - December 2009
ASM Research, Inc. August 2005 - December 2006
Tuesday Morning, Inc. September 1999 - June 2000
The UPS Store March 1996 - August 1999
Skills
Series 7, Series 63, Series 6, Inactive DoD Secret..., CRM, Sales, Consultative Sales..., Customer Service..., Customer Service, Network Administration, Business Process..., Strategy, Solution Selling, Security Clearance, Management, Troubleshooting, Bookkeeping, Non-profit...
Education
Montgomery College 2002 — 2004
Associates of Arts, General Studies (Networking)
Drexel University 1992 — 1993
Chemical Engineering
Allison Keirsey's Vanguard Experience December 2007 - Present
Job Processing Associate at Vanguard
Industry Financial Services
Experience
Vanguard December 2007 - Present
Skills
Lotus Notes, Process Improvement, Finance, VUE, 401k Rollovers, Roth IRA, Withdrawals, Loan Servicing
Education
Drexel University - LeBow College of Business 2002 — 2007
BSBA, Marketing
Vanguard December 2007 - Present
Skills
Lotus Notes, Process Improvement, Finance, VUE, 401k Rollovers, Roth IRA, Withdrawals, Loan Servicing
Education
Drexel University - LeBow College of Business 2002 — 2007
BSBA, Marketing
Brian Bieber's Vanguard Experience May 2005 - Present
Job Data Analyst at Vanguard
Industry Financial Services
Experience
Vanguard May 2005 - Present
Vanguard December 2000 - May 2005
Merrill Lynch 1998 - 1999
Merrill Lynch 1998 - 1999
Merrill Lynch 1998 - 1999
URJ Camp Harlam 1993 - 1997
Skills
SAS, Process Improvement, Excel, SQL, Agile, Customer Relations, PowerPoint, Word, Microsoft Office, Problem Solving, Customer Service, Access, Data Analysis, SharePoint, SharePoint Designer, Business Analysis, Cognos, Six Sigma, Dashboards, Business Process..., Business Process..., Business Process Design, Benchmarking, Industry Analysis, Industry Research, 401k, Benefits Administration, Analytics
Education
Drexel University - LeBow College of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Ithaca College 1993 — 1997
Bachelor's, Business Administration
Vanguard May 2005 - Present
Vanguard December 2000 - May 2005
Merrill Lynch 1998 - 1999
Merrill Lynch 1998 - 1999
Merrill Lynch 1998 - 1999
URJ Camp Harlam 1993 - 1997
Skills
SAS, Process Improvement, Excel, SQL, Agile, Customer Relations, PowerPoint, Word, Microsoft Office, Problem Solving, Customer Service, Access, Data Analysis, SharePoint, SharePoint Designer, Business Analysis, Cognos, Six Sigma, Dashboards, Business Process..., Business Process..., Business Process Design, Benchmarking, Industry Analysis, Industry Research, 401k, Benefits Administration, Analytics
Education
Drexel University - LeBow College of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Ithaca College 1993 — 1997
Bachelor's, Business Administration
Nicola Vallee's Vanguard Experience April 2011 - Present
Job Client Relationship Associate at Vanguard
Industry Financial Services
Experience
Vanguard April 2011 - Present
Education
Drexel University 2003 — 2007
B.A., Communications
Vanguard April 2011 - Present
Education
Drexel University 2003 — 2007
B.A., Communications
Jonathan Hershey's Vanguard Experience October 2000 - March 2001
Job Application Development Analyst at Penn National Insurance
Industry Retail
Experience
Penn National Insurance June 2011 - Present
Rite Aid July 2004 - June 2011
Park Hyatt Philadelphia January 2000 - June 2004
Vanguard October 2000 - March 2001
Hershey Entertainment & Resorts June 1997 - August 2000
Skills
Microsoft SQL Server, ASP.NET, SSIS, SDLC, SharePoint, Visual Basic, Windows, HTML, Business Analysis, C#, ASP.NET MVC, BizTalk, Software Development, Database Design, T-SQL, Visual Studio, VB.NET
Education
Drexel University 1999 — 2004
BS, Information Systems
Penn National Insurance June 2011 - Present
Rite Aid July 2004 - June 2011
Park Hyatt Philadelphia January 2000 - June 2004
Vanguard October 2000 - March 2001
Hershey Entertainment & Resorts June 1997 - August 2000
Skills
Microsoft SQL Server, ASP.NET, SSIS, SDLC, SharePoint, Visual Basic, Windows, HTML, Business Analysis, C#, ASP.NET MVC, BizTalk, Software Development, Database Design, T-SQL, Visual Studio, VB.NET
Education
Drexel University 1999 — 2004
BS, Information Systems
John McDevitt's Vanguard Experience May 1997 - September 2006
Job DuPont Capital Management
Industry Investment Management
Experience
DuPont Capital Management July 2014 - Present
Aberdeen Asset Management May 2008 - July 2014
Morgan Stanley September 2006 - May 2008
Vanguard May 1997 - September 2006
Skills
Investments, Securities, Asset Management, Bloomberg, Equities, Fixed Income, Mutual Funds
Education
Drexel University
MBA
West Chester University of Pennsylvania
Bachelor's degree, Finance, General
DuPont Capital Management July 2014 - Present
Aberdeen Asset Management May 2008 - July 2014
Morgan Stanley September 2006 - May 2008
Vanguard May 1997 - September 2006
Skills
Investments, Securities, Asset Management, Bloomberg, Equities, Fixed Income, Mutual Funds
Education
Drexel University
MBA
West Chester University of Pennsylvania
Bachelor's degree, Finance, General
Thomas Chmielewski's Vanguard Experience June 2007 - September 2007
Job Sales Consultant at Shamrock Scientific Specialty Systems, Inc.
Industry Hospital & Health Care
Experience
Shamrock Scientific Specialty Systems, Inc. August 2011 - Present
Clarion Medical LLC February 2009 - January 2012
Vanguard June 2007 - September 2007
Vanguard August 2005 - June 2007
Vanguard November 2004 - August 2005
Skills
Financial Analysis, Leadership, Time Management, Finance, Investments, Sales, Financial Services, Analysis, Customer Service, Banking, Problem Solving, Healthcare
Education
Drexel University - LeBow College of Business 1999 — 2003
Marketing
Drexel University
Business SchoolBachelor of Science, Business Administration; Marketing
Shamrock Scientific Specialty Systems, Inc. August 2011 - Present
Clarion Medical LLC February 2009 - January 2012
Vanguard June 2007 - September 2007
Vanguard August 2005 - June 2007
Vanguard November 2004 - August 2005
Skills
Financial Analysis, Leadership, Time Management, Finance, Investments, Sales, Financial Services, Analysis, Customer Service, Banking, Problem Solving, Healthcare
Education
Drexel University - LeBow College of Business 1999 — 2003
Marketing
Drexel University
Business SchoolBachelor of Science, Business Administration; Marketing
Matthew Hoenninger's Vanguard Experience June 2013 - Present
Job Developer at Vanguard
Industry Computer Hardware
Experience
Vanguard June 2013 - Present
Education
Drexel University 2008 — 2013
Bachelor of Science (BS), Computer Engineering
Vanguard June 2013 - Present
Education
Drexel University 2008 — 2013
Bachelor of Science (BS), Computer Engineering
John Cinalli's Vanguard Experience 2013 - Present
Job Relationship Administrator
Industry Financial Services
Experience
Vanguard 2013 - Present
Vanguard 2009 - Present
Vanguard 2004 - 2009
Vanguard 2000 - 2004
Vanguard 1996 - 2000
Skills
Mutual Funds, Program Management, Series 63, Series 7, Series 6, Strategic Planning, Leadership, Relationship Management, Team Building
Education
Drexel University 1986 — 1991
BS, Business Administration
Vanguard 2013 - Present
Vanguard 2009 - Present
Vanguard 2004 - 2009
Vanguard 2000 - 2004
Vanguard 1996 - 2000
Skills
Mutual Funds, Program Management, Series 63, Series 7, Series 6, Strategic Planning, Leadership, Relationship Management, Team Building
Education
Drexel University 1986 — 1991
BS, Business Administration
Stan Louie's Vanguard Experience September 2007 - Present
Job Telecom Engineer at Vanguard
Industry Financial Services
Experience
Vanguard September 2007 - Present
Thomas Jefferson University Hospital May 1997 - September 2007
ADP August 1995 - June 1997
Forte Systems June 1993 - August 1995
Skills
Security, Troubleshooting, Firewalls, Cisco Technologies, DNS, Routers, TCP/IP, Unix, Data Center, Network Architecture, CCNA, Network Design
Education
Drexel University
Vanguard September 2007 - Present
Thomas Jefferson University Hospital May 1997 - September 2007
ADP August 1995 - June 1997
Forte Systems June 1993 - August 1995
Skills
Security, Troubleshooting, Firewalls, Cisco Technologies, DNS, Routers, TCP/IP, Unix, Data Center, Network Architecture, CCNA, Network Design
Education
Drexel University
Teresa Hirs's Vanguard Experience March 1999 - October 2000
Job Independent Accounting Professional
Industry Accounting
Experience
Grace Consulting; client was Centocor, a J&J subsidiary August 2007 - December 2013
Vanguard March 1999 - October 2000
Vanguard May 1998 - November 1998
GE Capital Modular Space June 1997 - May 1998
GE Capital Modular Space June 1996 - July 1997
Aramark May 1996 - June 1996
Barbacane, Thornton & Company LLP October 1994 - April 1995
Aramark September 1992 - September 1994
Aramark July 1991 - September 1992
Sun Company, Inc. October 1990 - July 1991
Education
Villanova University 1995 — 1997
Master of Business Administration (M.B.A.), 3.6 Cumulative GPA
Drexel University 1986 — 1991
Bachelor of Science Cum Laude, Accounting and Finance, 3.6 Major GPA and 3.3 Cumulative GPA
Saint Basil Academy 1982 — 1986
High School
Grace Consulting; client was Centocor, a J&J subsidiary August 2007 - December 2013
Vanguard March 1999 - October 2000
Vanguard May 1998 - November 1998
GE Capital Modular Space June 1997 - May 1998
GE Capital Modular Space June 1996 - July 1997
Aramark May 1996 - June 1996
Barbacane, Thornton & Company LLP October 1994 - April 1995
Aramark September 1992 - September 1994
Aramark July 1991 - September 1992
Sun Company, Inc. October 1990 - July 1991
Education
Villanova University 1995 — 1997
Master of Business Administration (M.B.A.), 3.6 Cumulative GPA
Drexel University 1986 — 1991
Bachelor of Science Cum Laude, Accounting and Finance, 3.6 Major GPA and 3.3 Cumulative GPA
Saint Basil Academy 1982 — 1986
High School
Mohammad Hashmi, CISA's Vanguard Experience May 2007 - August 2011
Job Risk and Compliance Specialist at Accenture
Industry Information Technology and Services
Experience
Accenture June 2013 - Present
QVC September 2011 - June 2013
Vanguard May 2007 - August 2011
Protiviti August 2005 - April 2007
Wyeth Pharmaceuticals 2003 - 2004
Education
Drexel University 2000 — 2005
BS, Information Systems
Accenture June 2013 - Present
QVC September 2011 - June 2013
Vanguard May 2007 - August 2011
Protiviti August 2005 - April 2007
Wyeth Pharmaceuticals 2003 - 2004
Education
Drexel University 2000 — 2005
BS, Information Systems
Richard Averell's Vanguard Experience January 1999 - March 2000
Job Self Employed at Apex Technologies, Inc.
Industry Information Technology and Services
Experience
Apex Technologies, Inc. September 2001 - Present
Metromedia Fiber Network Services, Inc. June 2000 - July 2001
Vanguard January 1999 - March 2000
Aetna US Healthcare March 1996 - June 1998
Practice Management Associates, Inc. April 1994 - July 1996
Philadelphia Health Services June 1989 - May 1994
Naval Sea Systems Command (NAVSEA) July 1985 - July 1989
Skills
Network Security, Security, Integration, SQL, Executive Coaching, E-commerce, Web Development, Software Development, Web Services, SEO, Business Process, Web Analytics, Project Management, Mobile Devices, Product Management, Business Intelligence, CSS, JavaScript, MySQL, Website Development, Start-ups, Software Engineering, Databases, Cloud Computing, XML, Network Administration, Web 2.0, Microsoft Excel, Microsoft Word, HTML, Microsoft Office, WordPress, jQuery, Microsoft SQL Server, ASP.NET, User Experience, Customer Service, Microsoft Certified..., Management, PHP, Entrepreneurship, Strategy, Enterprise Software, Leadership
Education
Chubb Professional Services 1997 — 1998
Application Development
AmeriTrain of PA, Inc. 1996 — 1998
Certified Novell Network Engineer, Network Engineering
Drexel University 1980 — 1984
Bachelor of Science, Business Administration and Information Systems Management, Graduated with honors
Apex Technologies, Inc. September 2001 - Present
Metromedia Fiber Network Services, Inc. June 2000 - July 2001
Vanguard January 1999 - March 2000
Aetna US Healthcare March 1996 - June 1998
Practice Management Associates, Inc. April 1994 - July 1996
Philadelphia Health Services June 1989 - May 1994
Naval Sea Systems Command (NAVSEA) July 1985 - July 1989
Skills
Network Security, Security, Integration, SQL, Executive Coaching, E-commerce, Web Development, Software Development, Web Services, SEO, Business Process, Web Analytics, Project Management, Mobile Devices, Product Management, Business Intelligence, CSS, JavaScript, MySQL, Website Development, Start-ups, Software Engineering, Databases, Cloud Computing, XML, Network Administration, Web 2.0, Microsoft Excel, Microsoft Word, HTML, Microsoft Office, WordPress, jQuery, Microsoft SQL Server, ASP.NET, User Experience, Customer Service, Microsoft Certified..., Management, PHP, Entrepreneurship, Strategy, Enterprise Software, Leadership
Education
Chubb Professional Services 1997 — 1998
Application Development
AmeriTrain of PA, Inc. 1996 — 1998
Certified Novell Network Engineer, Network Engineering
Drexel University 1980 — 1984
Bachelor of Science, Business Administration and Information Systems Management, Graduated with honors
Matthew Aukstikalnes's Vanguard Experience May 1999 - January 2005
Job Pricing and Margin Analyst at Berwick Offray
Industry Consumer Goods
Experience
Berwick Offray January 2007 - Present
Lord & Taylor April 2005 - September 2006
Vanguard May 1999 - January 2005
Skills
JD Edwards, Financial Accounting, Cost Benefit, Cost Accounting, Finance, Forecasting, Microsoft Office, Margin Analysis, Cost Analysis, GAAP, Macro, Financial Analysis, Microsoft Excel, Access, Budget Forecasts, Target Costing, Sarbanes-Oxley Act
Education
University of Pennsylvania 1997 — 1998
Bachelor of Arts (B.A.), Economics
Drexel University
Master's degree is right around the corner, Finance, General
Berwick Offray January 2007 - Present
Lord & Taylor April 2005 - September 2006
Vanguard May 1999 - January 2005
Skills
JD Edwards, Financial Accounting, Cost Benefit, Cost Accounting, Finance, Forecasting, Microsoft Office, Margin Analysis, Cost Analysis, GAAP, Macro, Financial Analysis, Microsoft Excel, Access, Budget Forecasts, Target Costing, Sarbanes-Oxley Act
Education
University of Pennsylvania 1997 — 1998
Bachelor of Arts (B.A.), Economics
Drexel University
Master's degree is right around the corner, Finance, General
Matthew Duminiak's Vanguard Experience September 2013 - Present
Job Sr. Procurement Specialist at Vanguard
Industry Logistics and Supply Chain
Experience
Vanguard September 2013 - Present
Procurian January 2010 - September 2013
EB Realty Management & Development March 2008 - June 2009
Primavera Systems May 2005 - March 2008
Skills
Cross-functional Team..., Procurement, Project Management, Management, Strategic Sourcing, SDLC, Strategy, Sourcing, Project Planning, Leadership, Negotiation, Databases, Vendor Management, Supply Chain, Contract Management
Education
Drexel University 2005 — 2007
Master of Science in Information Systems, Information Technology, 3.43
Rider University 2001 — 2005
Bachelor of Science in Business Administration, Information Technology, GPA: 3.28 (Overall), GPA in major: 3.62
Vanguard September 2013 - Present
Procurian January 2010 - September 2013
EB Realty Management & Development March 2008 - June 2009
Primavera Systems May 2005 - March 2008
Skills
Cross-functional Team..., Procurement, Project Management, Management, Strategic Sourcing, SDLC, Strategy, Sourcing, Project Planning, Leadership, Negotiation, Databases, Vendor Management, Supply Chain, Contract Management
Education
Drexel University 2005 — 2007
Master of Science in Information Systems, Information Technology, 3.43
Rider University 2001 — 2005
Bachelor of Science in Business Administration, Information Technology, GPA: 3.28 (Overall), GPA in major: 3.62
Frank Dielsi's Vanguard Experience August 2013 - Present
Job Line Manager at Vanguard
Industry Financial Services
Experience
Vanguard August 2013 - Present
Vanguard April 2011 - August 2013
Vanguard August 2008 - April 2011
Vanguard June 2005 - August 2008
Education
Drexel University - LeBow College of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Penn State University 2001 — 2005
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General, 3.73
Vanguard August 2013 - Present
Vanguard April 2011 - August 2013
Vanguard August 2008 - April 2011
Vanguard June 2005 - August 2008
Education
Drexel University - LeBow College of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Penn State University 2001 — 2005
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General, 3.73
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments