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
Vanguard List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Vanguard. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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9,967 Vanguard employees in database. Find out everything there's to know about Vanguard employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Vanguard Employees
Employee
Years
Job
Industry
Jennifer Blaine Jennifer Blaine's Vanguard Experience June 2008 - June 2010
Job Sales Forecast Analyst at Electrolux North America
Industry Retail
Experience
Electrolux North America January 2014 - Present
Family Dollar March 2012 - January 2014
Family Dollar June 2010 - March 2012
Vanguard June 2008 - June 2010
Skills
Microsoft Excel, SAS, Retek, Microstrategy, RMS, PowerPoint, CRM, Inventory Management, Forecasting, Profit, Merchandising, Pricing, Visual Merchandising
Education
East Carolina University - College of Business 2012 — 2015
Master of Business Administration (MBA), Supply Chain Management
East Carolina University 2004 — 2008
Bachelor of Science (B.S.), Business Administration - Finance
Electrolux North America January 2014 - Present
Family Dollar March 2012 - January 2014
Family Dollar June 2010 - March 2012
Vanguard June 2008 - June 2010
Skills
Microsoft Excel, SAS, Retek, Microstrategy, RMS, PowerPoint, CRM, Inventory Management, Forecasting, Profit, Merchandising, Pricing, Visual Merchandising
Education
East Carolina University - College of Business 2012 — 2015
Master of Business Administration (MBA), Supply Chain Management
East Carolina University 2004 — 2008
Bachelor of Science (B.S.), Business Administration - Finance
Mario DiMedio Mario DiMedio's Vanguard Experience 1999 - Present
Job Project Manager at Vanguard
Industry Financial Services
Experience
Vanguard 1999 - Present
Education
Drexel University - LeBow College of Business 1996 — 2005
Bachelor of Science, Management Information Systems and Communications
Vanguard 1999 - Present
Education
Drexel University - LeBow College of Business 1996 — 2005
Bachelor of Science, Management Information Systems and Communications
Brian Duffy, Jr. Brian Duffy, Jr.'s Vanguard Experience May 2013 - July 2014
Job MBA Summer Associate at Deloitte
Industry Management Consulting
Experience
Deloitte May 2015 - August 2015
Vanguard May 2013 - July 2014
Vanguard October 2011 - May 2013
Vanguard July 2010 - September 2011
Skills
Series 7, Risk Management, Investments, Portfolio Management, Equities, Mutual Funds, Fixed Income, Bloomberg, Financial Services, Research
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.), Strategic Management
Duke University 2006 — 2010
B.S., Economics
Malvern Preparatory School 1999 — 2006
Deloitte May 2015 - August 2015
Vanguard May 2013 - July 2014
Vanguard October 2011 - May 2013
Vanguard July 2010 - September 2011
Skills
Series 7, Risk Management, Investments, Portfolio Management, Equities, Mutual Funds, Fixed Income, Bloomberg, Financial Services, Research
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.), Strategic Management
Duke University 2006 — 2010
B.S., Economics
Malvern Preparatory School 1999 — 2006
Eric Green, MBA Eric Green, MBA's Vanguard Experience July 2015 - Present
Job Investment Professional
Industry Financial Services
Experience
Vanguard July 2015 - Present
East Carolina University June 2013 - June 2015
CAPTRUST May 2014 - August 2014
Small Business & Technology Development Center January 2014 - May 2014
East Carolina University April 2012 - May 2013
East Carolina University Undergraduate Admissions August 2009 - May 2013
Big Cheese Pizza November 2006 - August 2009
Skills
Event Planning, Customer Service, Budgets, Team Leadership, Leadership, PowerPoint, Finance, Financial Analysis, Marketing, Accounting, Microsoft Word, Social Media Marketing, Time Management, Financial Accounting, Financial Reporting, Microsoft Office, Business Planning, Public Speaking, Sports, Management
Education
East Carolina University 2013 — 2015
Master of Business Administration (MBA)
East Carolina University 2009 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance
Vanguard July 2015 - Present
East Carolina University June 2013 - June 2015
CAPTRUST May 2014 - August 2014
Small Business & Technology Development Center January 2014 - May 2014
East Carolina University April 2012 - May 2013
East Carolina University Undergraduate Admissions August 2009 - May 2013
Big Cheese Pizza November 2006 - August 2009
Skills
Event Planning, Customer Service, Budgets, Team Leadership, Leadership, PowerPoint, Finance, Financial Analysis, Marketing, Accounting, Microsoft Word, Social Media Marketing, Time Management, Financial Accounting, Financial Reporting, Microsoft Office, Business Planning, Public Speaking, Sports, Management
Education
East Carolina University 2013 — 2015
Master of Business Administration (MBA)
East Carolina University 2009 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance
Amanda Simconis Amanda Simconis's Vanguard Experience May 2007 - August 2007
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2013 - Present
BB&T January 2009 - October 2013
BB&T January 2008 - July 2008
Vanguard May 2007 - August 2007
Skills
Wealth Management, Finance, Private Banking, Relationship Management, Analysis, Leadership, Portfolio Management, Strategic Financial..., Loans, Financial Planning, Credit, Commercial Lending, Retirement Planning, Consumer Lending, Credit Analysis, Retail Banking, Small Business Lending
Education
East Carolina University 2005 — 2008
Business, Finance
Wells Fargo Advisors, LLC October 2013 - Present
BB&T January 2009 - October 2013
BB&T January 2008 - July 2008
Vanguard May 2007 - August 2007
Skills
Wealth Management, Finance, Private Banking, Relationship Management, Analysis, Leadership, Portfolio Management, Strategic Financial..., Loans, Financial Planning, Credit, Commercial Lending, Retirement Planning, Consumer Lending, Credit Analysis, Retail Banking, Small Business Lending
Education
East Carolina University 2005 — 2008
Business, Finance
Julianne Hunter's Vanguard Experience August 1993 - January 1999
Job Project Specialist II at AmerisourceBergen
Industry Information Technology and Services
Experience
AmerisourceBergen October 2012 - Present
Gladwyne Montessori September 2000 - October 2012
Vanguard August 1993 - January 1999
Cigna Investment Management October 1985 - August 1993
Skills
SQL, ASP, HTML, MS Project, Visio, CSSEdit, Microsoft Office, Dreamweaver, SAP, ActiveX, Oracle Applications, CSS, Windows, Apple, PowerBuilder, VBScript, Smalltalk, ART*Enterprise, Sybase, Project Planning, CORBA, Erwin, Easytrieve, DB2, COBOL, Fortran, Object Oriented Design, Object Oriented Modeling, Oracle Application..., EDI
Education
Drexel University - College of Business and Administration 1986 — 1989
Master of Business Administration (M.B.A.), Management Information Systems, 3.83
University of Delaware
Bachelor of Arts (BA), Communication and Media Studies
AmerisourceBergen October 2012 - Present
Gladwyne Montessori September 2000 - October 2012
Vanguard August 1993 - January 1999
Cigna Investment Management October 1985 - August 1993
Skills
SQL, ASP, HTML, MS Project, Visio, CSSEdit, Microsoft Office, Dreamweaver, SAP, ActiveX, Oracle Applications, CSS, Windows, Apple, PowerBuilder, VBScript, Smalltalk, ART*Enterprise, Sybase, Project Planning, CORBA, Erwin, Easytrieve, DB2, COBOL, Fortran, Object Oriented Design, Object Oriented Modeling, Oracle Application..., EDI
Education
Drexel University - College of Business and Administration 1986 — 1989
Master of Business Administration (M.B.A.), Management Information Systems, 3.83
University of Delaware
Bachelor of Arts (BA), Communication and Media Studies
Tamika Boateng's Vanguard Experience October 2012 - Present
Job Senior Manager at Vanguard
Industry Financial Services
Experience
Vanguard October 2012 - Present
Vanguard May 2010 - October 2012
National Association of Black Accountants (NABA) 2008 - 2012
National Association of Black Accountants (NABA) 2008 - 2012
Vanguard August 2007 - May 2010
US-China Education and Cultural Exchange (UCE) May 2006 - August 2006
Johnson & Johnson January 2005 - May 2005
Skills
Financial Analysis, Finance, Business Strategy, Leadership Development, Financial Services, Business Analysis, Data Analysis, Leadership, Portfolio Management, Investments, Talent Acquisition, Microsoft Excel, Mutual Funds, Institutional..., Analysis, Financial Modeling, Management, Process Improvement, Relationship Management, Risk Management, Strategic Financial..., Financial Planning
Education
Drexel University - LeBow College of Business 2010 — 2012
Masters of Business Administration, Finance and Innovation
Temple University - Fox School of Business and Management 2002 — 2006
Bachelors of Business Administration, Finance
Vanguard October 2012 - Present
Vanguard May 2010 - October 2012
National Association of Black Accountants (NABA) 2008 - 2012
National Association of Black Accountants (NABA) 2008 - 2012
Vanguard August 2007 - May 2010
US-China Education and Cultural Exchange (UCE) May 2006 - August 2006
Johnson & Johnson January 2005 - May 2005
Skills
Financial Analysis, Finance, Business Strategy, Leadership Development, Financial Services, Business Analysis, Data Analysis, Leadership, Portfolio Management, Investments, Talent Acquisition, Microsoft Excel, Mutual Funds, Institutional..., Analysis, Financial Modeling, Management, Process Improvement, Relationship Management, Risk Management, Strategic Financial..., Financial Planning
Education
Drexel University - LeBow College of Business 2010 — 2012
Masters of Business Administration, Finance and Innovation
Temple University - Fox School of Business and Management 2002 — 2006
Bachelors of Business Administration, Finance
Pete Kokolus, CFA Pete Kokolus, CFA's Vanguard Experience February 2015 - Present
Job Investment Consultant, Vanguard Advisor Portfolio Analytics and Consulting
Industry Investment Management
Experience
Vanguard February 2015 - Present
Vanguard August 2010 - Present
Vanguard March 2008 - August 2010
Vanguard August 2005 - March 2008
Vanguard June 2004 - August 2005
Skills
Investments, Asset Allocation..., Portfolio Attribution, Portfolio Construction, Risk Management, Investment Strategies, Endowments, Foundations, Defined Benefit, Investment Policy..., Series 6, Series 63, Series 65, Relationship Management, Mutual Funds, Wealth Management..., Wealth Management, Asset Management, Investment Advisory, Investment Management, Financial Services, Asset Allocation
Education
Drexel University - College of Business and Administration 2004 — 2006
Master of Business Administration (M.B.A.), Investment Management
Susquehanna University 2000 — 2004
Bachelor of Science (B.S.), Business Management with Finance emphasis
Vanguard February 2015 - Present
Vanguard August 2010 - Present
Vanguard March 2008 - August 2010
Vanguard August 2005 - March 2008
Vanguard June 2004 - August 2005
Skills
Investments, Asset Allocation..., Portfolio Attribution, Portfolio Construction, Risk Management, Investment Strategies, Endowments, Foundations, Defined Benefit, Investment Policy..., Series 6, Series 63, Series 65, Relationship Management, Mutual Funds, Wealth Management..., Wealth Management, Asset Management, Investment Advisory, Investment Management, Financial Services, Asset Allocation
Education
Drexel University - College of Business and Administration 2004 — 2006
Master of Business Administration (M.B.A.), Investment Management
Susquehanna University 2000 — 2004
Bachelor of Science (B.S.), Business Management with Finance emphasis
Erich S. Gerlach, CFP® Erich S. Gerlach, CFP®'s Vanguard Experience March 2010 - July 2010
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2012 - Present
Citi October 2011 - December 2012
Citi June 2010 - October 2011
Vanguard March 2010 - July 2010
Vanguard July 2007 - April 2010
Duke University September 2003 - May 2007
Education
Duke University
Master of Arts (M.A.), Philosophy
University of Wisconsin-Madison
Bachelor of Arts (B.A.), Psychology, Philosophy
Fidelity Investments December 2012 - Present
Citi October 2011 - December 2012
Citi June 2010 - October 2011
Vanguard March 2010 - July 2010
Vanguard July 2007 - April 2010
Duke University September 2003 - May 2007
Education
Duke University
Master of Arts (M.A.), Philosophy
University of Wisconsin-Madison
Bachelor of Arts (B.A.), Psychology, Philosophy
Heather Delaney's Vanguard Experience July 2015 - Present
Job at
Industry Financial Services
Experience
Vanguard July 2015 - Present
Vanguard July 2013 - July 2015
United Way of Greater Philadelphia and Southern New Jersey August 2014 - February 2015
Vanguard September 2011 - July 2013
Skills
Customer Service, Investments, Microsoft Office, Leadership, Finance, Financial Services, PowerPoint, Mutual Funds, Presentations, Project Management, Data Analysis, CRM, Microsoft Excel, Series 7, Series 63, Public Speaking
Education
East Carolina University 2007 — 2011
Bachelor of Science (BS), Public Relations/Image Management
Bishop Shanahan High School 2003 — 2007
High School Diploma
Vanguard July 2015 - Present
Vanguard July 2013 - July 2015
United Way of Greater Philadelphia and Southern New Jersey August 2014 - February 2015
Vanguard September 2011 - July 2013
Skills
Customer Service, Investments, Microsoft Office, Leadership, Finance, Financial Services, PowerPoint, Mutual Funds, Presentations, Project Management, Data Analysis, CRM, Microsoft Excel, Series 7, Series 63, Public Speaking
Education
East Carolina University 2007 — 2011
Bachelor of Science (BS), Public Relations/Image Management
Bishop Shanahan High School 2003 — 2007
High School Diploma
Hiral Kamdar Hiral Kamdar's Vanguard Experience March 2015 - Present
Job Change Analyst at Vanguard
Industry Financial Services
Experience
Vanguard March 2015 - Present
Vanguard August 2012 - March 2015
Vanguard November 2011 - August 2012
AXA Advisors April 2011 - November 2011
LendingTree February 2008 - May 2009
JP Morgan Chase December 2004 - February 2008
Kaman's Art Shoppes, Inc June 2003 - November 2005
Skills
Customer Service, Microsoft Excel, Mutual Funds, Data Analysis, Process Improvement, Lotus Notes, Investments, Access, Financial Analysis, Public Speaking, Training, Time Management, PowerPoint, Microsoft Word, Series 7, Series 63, Visio, Database Administration, 401k, Asset Allocation
Education
Pennsylvania State University-Great Valley Graduate Center 2014 — 2016
Master of Business Administration (MBA), Finance
East Carolina University 2009 — 2010
BSBA, Managerial Finance
Vanguard March 2015 - Present
Vanguard August 2012 - March 2015
Vanguard November 2011 - August 2012
AXA Advisors April 2011 - November 2011
LendingTree February 2008 - May 2009
JP Morgan Chase December 2004 - February 2008
Kaman's Art Shoppes, Inc June 2003 - November 2005
Skills
Customer Service, Microsoft Excel, Mutual Funds, Data Analysis, Process Improvement, Lotus Notes, Investments, Access, Financial Analysis, Public Speaking, Training, Time Management, PowerPoint, Microsoft Word, Series 7, Series 63, Visio, Database Administration, 401k, Asset Allocation
Education
Pennsylvania State University-Great Valley Graduate Center 2014 — 2016
Master of Business Administration (MBA), Finance
East Carolina University 2009 — 2010
BSBA, Managerial Finance
Patrick Mortimer Patrick Mortimer's Vanguard Experience September 2013 - Present
Job Retirement Specialist at Vanguard
Industry Financial Services
Experience
Vanguard September 2013 - Present
Vanguard/Randstad January 2013 - September 2013
Options Trading April 2009 - November 2011
Member-Philadelphia Stock Exchange 1983 - 2009
Write Capital Management June 2001 - February 2003
Mortimer Securities, Inc January 1998 - June 2001
AJ and Me, Inc. August 1993 - December 1997
RoAnJon Trading Co. December 1987 - July 1993
Janney Montgomery Scott LLC January 1983 - November 1987
Skills
Options, Trading, Trading Systems, Series 7, Bloomberg, Analysis, Derivatives, Risk Management, Equity Derivatives, Hedging, Volatility, Securities, Trading Strategies, ETFs, Electronic Trading, Series 63, Market Making, Financial Markets, Technical Analysis, Hedge Funds, Portfolio Management, Proprietary Trading, Equities, Equity Trading, Financial Risk, Asset Management, FINRA, FX trading, Capital Markets, Options Strategies, Traders, FX Options, Commodity, Fixed Income, Alternative Investments, Arbitrage
Education
Drexel University - LeBow College of Business 1978 — 1982
Business
Vanguard September 2013 - Present
Vanguard/Randstad January 2013 - September 2013
Options Trading April 2009 - November 2011
Member-Philadelphia Stock Exchange 1983 - 2009
Write Capital Management June 2001 - February 2003
Mortimer Securities, Inc January 1998 - June 2001
AJ and Me, Inc. August 1993 - December 1997
RoAnJon Trading Co. December 1987 - July 1993
Janney Montgomery Scott LLC January 1983 - November 1987
Skills
Options, Trading, Trading Systems, Series 7, Bloomberg, Analysis, Derivatives, Risk Management, Equity Derivatives, Hedging, Volatility, Securities, Trading Strategies, ETFs, Electronic Trading, Series 63, Market Making, Financial Markets, Technical Analysis, Hedge Funds, Portfolio Management, Proprietary Trading, Equities, Equity Trading, Financial Risk, Asset Management, FINRA, FX trading, Capital Markets, Options Strategies, Traders, FX Options, Commodity, Fixed Income, Alternative Investments, Arbitrage
Education
Drexel University - LeBow College of Business 1978 — 1982
Business
Stephen Gliva PMP Stephen Gliva PMP's Vanguard Experience October 1995 - Present
Job Manager
Industry Financial Services
Experience
Vanguard October 1995 - Present
JP Morgan July 1993 - October 1996
Colonial Penn Insurance June 1988 - June 1993
General Accident Insurance Company (Ja.) Limited 1984 - 1987
Skills
Process Improvement, Strategic Planning, Performance Management, Vendor Management, Change Management, Program / Project..., Product Development, Product Management
Education
Drexel University - College of Business and Administration 1992 — 1996
MBA, Finance
Vanguard October 1995 - Present
JP Morgan July 1993 - October 1996
Colonial Penn Insurance June 1988 - June 1993
General Accident Insurance Company (Ja.) Limited 1984 - 1987
Skills
Process Improvement, Strategic Planning, Performance Management, Vendor Management, Change Management, Program / Project..., Product Development, Product Management
Education
Drexel University - College of Business and Administration 1992 — 1996
MBA, Finance
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
Daniel Sargent, Jr. Daniel Sargent, Jr.'s Vanguard Experience June 2005 - October 2006
Job NATIONAL SALES MANAGER 403b & 457 MARKETS
Industry Financial Services
Experience
Nationwide Financial August 2013 - June 2015
MassMutual Financial Group 2012 - 2013
Lincoln Financial Group October 2006 - March 2012
Vanguard June 2005 - October 2006
Vanguard February 2004 - June 2005
Trump Entertainment Resorts June 2002 - September 2003
Pittsburgh Penguins September 2000 - April 2002
Skills
Retirement Planning, Mutual Funds, Sales, Relationship Management, Investments, Insurance, Employee Benefits, Pensions, 401k, Defined Contribution, Marketing, Strategic Financial..., Defined Benefit, Business Development, Broker-Dealer, Benefits Administration, 457 Plans, 403 b, Financial Planning
Education
Duquesne University 2000 — 2004
Bachelor’s Degree, Finance, General
Williamstown High School 1993 — 1997
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
Nationwide Financial August 2013 - June 2015
MassMutual Financial Group 2012 - 2013
Lincoln Financial Group October 2006 - March 2012
Vanguard June 2005 - October 2006
Vanguard February 2004 - June 2005
Trump Entertainment Resorts June 2002 - September 2003
Pittsburgh Penguins September 2000 - April 2002
Skills
Retirement Planning, Mutual Funds, Sales, Relationship Management, Investments, Insurance, Employee Benefits, Pensions, 401k, Defined Contribution, Marketing, Strategic Financial..., Defined Benefit, Business Development, Broker-Dealer, Benefits Administration, 457 Plans, 403 b, Financial Planning
Education
Duquesne University 2000 — 2004
Bachelor’s Degree, Finance, General
Williamstown High School 1993 — 1997
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
Connor McNeely Connor McNeely's Vanguard Experience December 2014 - Present
Job High Net Worth Representative
Industry Financial Services
Experience
Vanguard December 2014 - Present
Vanguard July 2013 - November 2014
Michael's Seafood Restaurant 2010 - 2013
Rudino's Sports Porch 2009 - 2011
Twongo,LLC 2010 - 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Social Media, Public Speaking, Series 7, Series 63, Research, Photoshop, English, Sales Force Development, Sales, Access, Marketing, Time Management
Education
East Carolina University 2014 — 2016
MBA
East Carolina University 2011 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
Vanguard December 2014 - Present
Vanguard July 2013 - November 2014
Michael's Seafood Restaurant 2010 - 2013
Rudino's Sports Porch 2009 - 2011
Twongo,LLC 2010 - 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Social Media, Public Speaking, Series 7, Series 63, Research, Photoshop, English, Sales Force Development, Sales, Access, Marketing, Time Management
Education
East Carolina University 2014 — 2016
MBA
East Carolina University 2011 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
Lindsey Gage, CFA Lindsey Gage, CFA's Vanguard Experience February 2002 - January 2004
Job Investment Analyst Citadel Federal Credit Union
Industry Financial Services
Experience
Citadel Federal Credit Union June 2013 - Present
PPL Corporation January 2007 - October 2011
Acme Markets June 2005 - December 2006
Evergreen Investments March 2004 - June 2005
Vanguard February 2002 - January 2004
Vanguard November 1995 - February 2002
Skills
Portfolio Management, Investments, Securities, Corporate Finance, Equities, Asset Management, Investment Management, Asset Allocation, Pension Administration, liability-driven..., Asset Managment, Due Diligence, Retirement Planning, Alternative Investments, Pensions, Investment Strategies, Mutual Funds, Fixed Income, Investment Advisory, Hedge Funds, mortgage-backed..., asset-liability..., Financial Modeling
Education
Drexel University - LeBow College of Business 1999 — 2002
MBA, Business Administration, Investment Management
Roanoke College 1987 — 1992
BBA, Business Administration
Kimball Union Academy 1984 — 1987
Citadel Federal Credit Union June 2013 - Present
PPL Corporation January 2007 - October 2011
Acme Markets June 2005 - December 2006
Evergreen Investments March 2004 - June 2005
Vanguard February 2002 - January 2004
Vanguard November 1995 - February 2002
Skills
Portfolio Management, Investments, Securities, Corporate Finance, Equities, Asset Management, Investment Management, Asset Allocation, Pension Administration, liability-driven..., Asset Managment, Due Diligence, Retirement Planning, Alternative Investments, Pensions, Investment Strategies, Mutual Funds, Fixed Income, Investment Advisory, Hedge Funds, mortgage-backed..., asset-liability..., Financial Modeling
Education
Drexel University - LeBow College of Business 1999 — 2002
MBA, Business Administration, Investment Management
Roanoke College 1987 — 1992
BBA, Business Administration
Kimball Union Academy 1984 — 1987
John J Suppa CFP® John J Suppa CFP®'s Vanguard Experience January 2006 - October 2006
Job Insurance Agent
Industry Insurance
Experience
John J Suppa Agency September 2009 - Present
PNC Bank October 2006 - March 2009
Vanguard January 2006 - October 2006
Citizens Bank April 2004 - January 2006
Education
Duquesne University 2009 — 2009
Certificate in Financial Planning
Point Park University 2005 — 2005
Masters in Business Administration, Business Management
University of Pittsburgh 1998 — 2003
Bachelors of Arts, Economics and Italian
John J Suppa Agency September 2009 - Present
PNC Bank October 2006 - March 2009
Vanguard January 2006 - October 2006
Citizens Bank April 2004 - January 2006
Education
Duquesne University 2009 — 2009
Certificate in Financial Planning
Point Park University 2005 — 2005
Masters in Business Administration, Business Management
University of Pittsburgh 1998 — 2003
Bachelors of Arts, Economics and Italian
Emma (Bickett) Lubanski Emma (Bickett) Lubanski's Vanguard Experience July 2015 - Present
Job United Way Loaned Executive at Vanguard
Industry Human Resources
Experience
Vanguard July 2015 - Present
Vanguard March 2014 - July 2015
Randstad August 2013 - March 2014
Pionear Recruiting October 2012 - July 2013
Pionear Recruiting May 2012 - November 2012
Uptown Greenville December 2011 - May 2012
Kappa Delta Sorority, Gamma Sigma Chapter November 2010 - November 2011
General Mills May 2011 - August 2011
The Suites, LLC January 2011 - May 2011
Bethelwoods Camp and Conference Center May 2009 - August 2009
Skills
Microsoft Office, Recruiting, Customer Service, Training, Applicant Tracking..., Talent Acquisition, Social Media Marketing, Customer Relations, Non-profit..., Non-profit Events, Membership Recruitment, Travel Management, Event Planning, Organization, Leadership, Public Relations, Employee Relations, Account Management, Marketing, Management, Event Management, Social Media, Sourcing, Temporary Placement, Human Resources, Nonprofits
Education
East Carolina University 2010 — 2012
Bachelor of Science (BS), Hospitality Managment, Business Administration, 4.0
University of St. Andrews 2008 — 2010
International Relations, German
Fort Mill High School 2004 — 2008
Vanguard July 2015 - Present
Vanguard March 2014 - July 2015
Randstad August 2013 - March 2014
Pionear Recruiting October 2012 - July 2013
Pionear Recruiting May 2012 - November 2012
Uptown Greenville December 2011 - May 2012
Kappa Delta Sorority, Gamma Sigma Chapter November 2010 - November 2011
General Mills May 2011 - August 2011
The Suites, LLC January 2011 - May 2011
Bethelwoods Camp and Conference Center May 2009 - August 2009
Skills
Microsoft Office, Recruiting, Customer Service, Training, Applicant Tracking..., Talent Acquisition, Social Media Marketing, Customer Relations, Non-profit..., Non-profit Events, Membership Recruitment, Travel Management, Event Planning, Organization, Leadership, Public Relations, Employee Relations, Account Management, Marketing, Management, Event Management, Social Media, Sourcing, Temporary Placement, Human Resources, Nonprofits
Education
East Carolina University 2010 — 2012
Bachelor of Science (BS), Hospitality Managment, Business Administration, 4.0
University of St. Andrews 2008 — 2010
International Relations, German
Fort Mill High School 2004 — 2008
Sarah Hind Sarah Hind's Vanguard Experience July 2015 - Present
Job Senior Manager, Personal Advisor Services at Vanguard
Industry Financial Services
Experience
Vanguard July 2015 - Present
Vanguard March 2013 - June 2015
Vanguard February 2012 - March 2013
Vanguard October 2010 - February 2012
Charles Schwab July 2005 - September 2010
Charles Schwab February 2003 - July 2005
Skills
Certified Financial..., Series 7, Series 66, Series 24, Financial Services
Education
Drexel University - LeBow College of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Virginia Polytechnic Institute and State University
Bachelor of Arts (BA), English
Vanguard July 2015 - Present
Vanguard March 2013 - June 2015
Vanguard February 2012 - March 2013
Vanguard October 2010 - February 2012
Charles Schwab July 2005 - September 2010
Charles Schwab February 2003 - July 2005
Skills
Certified Financial..., Series 7, Series 66, Series 24, Financial Services
Education
Drexel University - LeBow College of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Virginia Polytechnic Institute and State University
Bachelor of Arts (BA), English
Jill Marshall Jill Marshall's Vanguard Experience February 2014 - Present
Job Client Executive at Vanguard
Industry Financial Services
Experience
Vanguard February 2014 - Present
Vanguard January 2013 - January 2014
Vanguard September 2008 - December 2012
Mom April 2000 - September 2008
Vanguard June 1997 - April 2000
Charles Schwab February 1995 - October 1996
Education
Duke University 1985 — 1989
Bachelor of Arts (B.A.), Economics
Vanguard February 2014 - Present
Vanguard January 2013 - January 2014
Vanguard September 2008 - December 2012
Mom April 2000 - September 2008
Vanguard June 1997 - April 2000
Charles Schwab February 1995 - October 1996
Education
Duke University 1985 — 1989
Bachelor of Arts (B.A.), Economics
Cory Fancher's Vanguard Experience July 2014 - Present
Job Investment Specialist Business Development Group at Vanguard
Industry Financial Services
Experience
Vanguard July 2014 - Present
Merrill Edge August 2013 - June 2014
Charles Schwab February 2011 - August 2013
Apollo Group July 2010 - February 2011
Jacksonville Jaguars July 2006 - March 2010
Skills
Series 7, Retirement Planning, Securities, Investments, Asset Allocation, Wealth Management, Financial Services, Financial Advisory, Series 66, Mutual Funds, Retirement, 401k, Investment Advisory, Uniform Combined State..., Investment Strategies, FINRA, Sales, Customer Service, Client Rapport
Education
East Carolina University 2001 — 2006
Bachelor of Arts (BA), Exercise and Sports Science Minor Business Administration
East Carolina University 2001 — 2006
Vanguard July 2014 - Present
Merrill Edge August 2013 - June 2014
Charles Schwab February 2011 - August 2013
Apollo Group July 2010 - February 2011
Jacksonville Jaguars July 2006 - March 2010
Skills
Series 7, Retirement Planning, Securities, Investments, Asset Allocation, Wealth Management, Financial Services, Financial Advisory, Series 66, Mutual Funds, Retirement, 401k, Investment Advisory, Uniform Combined State..., Investment Strategies, FINRA, Sales, Customer Service, Client Rapport
Education
East Carolina University 2001 — 2006
Bachelor of Arts (BA), Exercise and Sports Science Minor Business Administration
East Carolina University 2001 — 2006
Jared Wall, CFP®, MBA Jared Wall, CFP®, MBA's Vanguard Experience October 2011 - Present
Job Investment Consultant at Vanguard
Industry Financial Services
Experience
Vanguard October 2011 - Present
Vanguard August 2009 - October 2011
Vanguard June 2008 - August 2009
Skills
Problem Solving, Microsoft Excel, Microsoft Word, Financial Analysis
Education
East Carolina University
Master of Business Administration (M.B.A.)
East Carolina University 2005 — 2008
Bachelor’s Degree, Economics, 3.61
Vanguard October 2011 - Present
Vanguard August 2009 - October 2011
Vanguard June 2008 - August 2009
Skills
Problem Solving, Microsoft Excel, Microsoft Word, Financial Analysis
Education
East Carolina University
Master of Business Administration (M.B.A.)
East Carolina University 2005 — 2008
Bachelor’s Degree, Economics, 3.61
Justin Swezey Justin Swezey's Vanguard Experience October 2007 - March 2008
Job Registered Nurse
Industry International Affairs
Experience
Big Brothers Big Sisters of America July 2013 - March 2014
Chestnut Hill Allergy and Asthema February 2013 - June 2013
Peace Corps March 2010 - October 2012
The Fitch Group April 2008 - June 2009
Vanguard October 2007 - March 2008
City Blue Imaging November 2006 - June 2007
co-op - St Petersburg Times May 2006 - August 2006
Skills
Nursing, Emergency Nursing, Nursing Care, Teaching, Spanish, Haitian Creole, Project Management, Photoshop, Desktop Publishing, Procurement
Education
Drexel University College of Nursing & Health Professions Division of Undergraduate Nursing 2014 — 2015
Bachelor’s Degree, Registered Nursing/Registered Nurse, 3.2
Rochester Institute of Technology 2002 — 2007
Bachelor's Degree, New Media Publishing
Big Brothers Big Sisters of America July 2013 - March 2014
Chestnut Hill Allergy and Asthema February 2013 - June 2013
Peace Corps March 2010 - October 2012
The Fitch Group April 2008 - June 2009
Vanguard October 2007 - March 2008
City Blue Imaging November 2006 - June 2007
co-op - St Petersburg Times May 2006 - August 2006
Skills
Nursing, Emergency Nursing, Nursing Care, Teaching, Spanish, Haitian Creole, Project Management, Photoshop, Desktop Publishing, Procurement
Education
Drexel University College of Nursing & Health Professions Division of Undergraduate Nursing 2014 — 2015
Bachelor’s Degree, Registered Nursing/Registered Nurse, 3.2
Rochester Institute of Technology 2002 — 2007
Bachelor's Degree, New Media Publishing
Krista Musinski's Vanguard Experience March 2014 - Present
Job Processing Associate at Vanguard
Industry Financial Services
Experience
Vanguard March 2014 - Present
Randstad October 2013 - March 2014
Rider University September 2009 - May 2013
Robert Wood Johnson Fitness & Wellness Center July 2012 - September 2012
Bob Casey for Senate June 2011 - August 2011
Skills
Excel, PowerPoint, Microsoft Office, SAP GUI, POM-QM for Windows, Event Planning, Microsoft Excel, Accounting, Sales
Education
Drexel University - LeBow College of Business 2015 — 2017
Master of Business Administration (M.B.A.), Finance, General, Graduate Student
Rider University 2009 — 2013
Bachelor of Science in Business Administration, Finance
Wyoming Area Secondary Center, 2009
Vanguard March 2014 - Present
Randstad October 2013 - March 2014
Rider University September 2009 - May 2013
Robert Wood Johnson Fitness & Wellness Center July 2012 - September 2012
Bob Casey for Senate June 2011 - August 2011
Skills
Excel, PowerPoint, Microsoft Office, SAP GUI, POM-QM for Windows, Event Planning, Microsoft Excel, Accounting, Sales
Education
Drexel University - LeBow College of Business 2015 — 2017
Master of Business Administration (M.B.A.), Finance, General, Graduate Student
Rider University 2009 — 2013
Bachelor of Science in Business Administration, Finance
Wyoming Area Secondary Center, 2009
Katie Patten Katie Patten's Vanguard Experience 2013 - Present
Job Supervisor, Retail Client Account Services Learning and Development at Vanguard
Industry Financial Services
Experience
Vanguard 2013 - Present
Vanguard 2012 - 2013
Vanguard 2011 - 2012
Vanguard June 2009 - April 2011
Vanguard 2008 - 2008
Skills
Leadership, Microsoft Office, Microsoft Excel, Program Management, Recruiting, Coaching, Onboarding, Talent Management, Team Leadership, Employee Learning &...
Education
Drexel University - LeBow College of Business 2015 — 2017
Master of Business Administration (MBA)
Northern Arizona University-The W. A. Franke College of Business 2005 — 2009
Bachelor of Business Administration (B.B.A.), Marketing
Vanguard 2013 - Present
Vanguard 2012 - 2013
Vanguard 2011 - 2012
Vanguard June 2009 - April 2011
Vanguard 2008 - 2008
Skills
Leadership, Microsoft Office, Microsoft Excel, Program Management, Recruiting, Coaching, Onboarding, Talent Management, Team Leadership, Employee Learning &...
Education
Drexel University - LeBow College of Business 2015 — 2017
Master of Business Administration (MBA)
Northern Arizona University-The W. A. Franke College of Business 2005 — 2009
Bachelor of Business Administration (B.B.A.), Marketing
Kevin Barr, CFP® Kevin Barr, CFP®'s Vanguard Experience July 2014 - Present
Job Financial Advisor at Vanguard
Industry Financial Services
Experience
Vanguard July 2014 - Present
Vanguard June 2013 - June 2014
The Trust Company of the South August 2011 - May 2013
Elon Ice Hockey Club May 2012 - April 2013
Power Pro Tech Services June 2011 - August 2011
Bancroft Construction Company May 2010 - August 2010
Skills
Business, Microsoft Excel, Microsoft Word, Microsoft Office, Financial Analysis, Accounting, PowerPoint, Financial Modeling, Financial Reporting, Access, Finance, Economics, Forecasting, Budgets, Customer Service, QuickBooks, Auditing, Outlook, Data Analysis, Analysis, Fundraising
Education
Elon University - Martha and Spencer Love School of Business 2009 — 2013
B.A; B.S, Economics; Finance
Dublin Business School 2011 — 2011
Finance, Economics
Unionville High School 2005 — 2009
Diploma
Vanguard July 2014 - Present
Vanguard June 2013 - June 2014
The Trust Company of the South August 2011 - May 2013
Elon Ice Hockey Club May 2012 - April 2013
Power Pro Tech Services June 2011 - August 2011
Bancroft Construction Company May 2010 - August 2010
Skills
Business, Microsoft Excel, Microsoft Word, Microsoft Office, Financial Analysis, Accounting, PowerPoint, Financial Modeling, Financial Reporting, Access, Finance, Economics, Forecasting, Budgets, Customer Service, QuickBooks, Auditing, Outlook, Data Analysis, Analysis, Fundraising
Education
Elon University - Martha and Spencer Love School of Business 2009 — 2013
B.A; B.S, Economics; Finance
Dublin Business School 2011 — 2011
Finance, Economics
Unionville High School 2005 — 2009
Diploma
David Latimore's Vanguard Experience 1997 - 1998
Job Pastor Mt. Zion Baptist Church
Industry Religious Institutions
Experience
Moody Bible Institute July 2015 - Present
Mt. Zion Baptist Church May 2009 - Present
Initiative for a Competitive Inner City 2007 - 2008
ICMA-RC 2000 - 2004
Hartford Life 1998 - 2000
Vanguard 1997 - 1998
Mercantile Bank 1994 - 1997
Emerging Manager Trust Group 1991 - 1994
Skills
Community Outreach, Strategic Planning, Non-profits, Program Development, Leadership Development, Public Speaking, Fundraising, Pastoral Care, Public Relations, Event Planning, Religion, Nonprofits, Grant Writing, Volunteer Management, Preaching, Microsoft Office, Customer Service, Coaching, Theology, PowerPoint, Social Media, Research, Team Building, Youth Ministry, Teaching, Biblical Studies, Community Organizing, Organizational..., Higher Education, Discipleship, Missions, Gospel, Staff Development, Pastoral Counseling, Non-profit..., Spiritual Direction, Community Development, Conflict Resolution, Leadership, Church Events, Editing, Youth Development, Marketing, Management, Budgets, Social Networking, Pastoral, Psychotherapy, Curriculum Development, Expository Preaching
Education
University of Chicago 2012 — 2017
Ph.D. Student, Theology
McCormick Theological Seminary 2012 — 2015
D.Min., Homiletics
Duke University 2004 — 2007
M.Div., Theology
Harvard University 1984 — 1990
AB, Economics
Moody Bible Institute July 2015 - Present
Mt. Zion Baptist Church May 2009 - Present
Initiative for a Competitive Inner City 2007 - 2008
ICMA-RC 2000 - 2004
Hartford Life 1998 - 2000
Vanguard 1997 - 1998
Mercantile Bank 1994 - 1997
Emerging Manager Trust Group 1991 - 1994
Skills
Community Outreach, Strategic Planning, Non-profits, Program Development, Leadership Development, Public Speaking, Fundraising, Pastoral Care, Public Relations, Event Planning, Religion, Nonprofits, Grant Writing, Volunteer Management, Preaching, Microsoft Office, Customer Service, Coaching, Theology, PowerPoint, Social Media, Research, Team Building, Youth Ministry, Teaching, Biblical Studies, Community Organizing, Organizational..., Higher Education, Discipleship, Missions, Gospel, Staff Development, Pastoral Counseling, Non-profit..., Spiritual Direction, Community Development, Conflict Resolution, Leadership, Church Events, Editing, Youth Development, Marketing, Management, Budgets, Social Networking, Pastoral, Psychotherapy, Curriculum Development, Expository Preaching
Education
University of Chicago 2012 — 2017
Ph.D. Student, Theology
McCormick Theological Seminary 2012 — 2015
D.Min., Homiletics
Duke University 2004 — 2007
M.Div., Theology
Harvard University 1984 — 1990
AB, Economics
Janine Galen Janine Galen's Vanguard Experience June 2014 - Present
Job Risk Advisor * Entrepreneur * Board Member
Industry Financial Services
Experience
Vanguard June 2014 - Present
Vanguard April 2013 - Present
Isagenix September 2013 - Present
Vanguard October 2006 - April 2013
Vanguard March 2002 - September 2006
Vanguard June 1997 - April 2002
Provident Mutual Insurance 1992 - 1997
WSFS Bank 1989 - 1992
University of Pennsylvania 1986 - 1987
Skills
Risk Management, IT Audit, Internal Controls, Process Improvement, Auditing, Internal Audit, Risk Assessment, Six Sigma, Defined Benefit, Enterprise Risk..., CISA, SSAE16, Management, Health Counseling, Business Relationship..., Non-profit Leadership
Education
West Chester University of Pennsylvania 1993 — 1999
MBA, Managment
Drexel University - LeBow College of Business 1983 — 1987
BS, Mgt Info Systems
Vanguard June 2014 - Present
Vanguard April 2013 - Present
Isagenix September 2013 - Present
Vanguard October 2006 - April 2013
Vanguard March 2002 - September 2006
Vanguard June 1997 - April 2002
Provident Mutual Insurance 1992 - 1997
WSFS Bank 1989 - 1992
University of Pennsylvania 1986 - 1987
Skills
Risk Management, IT Audit, Internal Controls, Process Improvement, Auditing, Internal Audit, Risk Assessment, Six Sigma, Defined Benefit, Enterprise Risk..., CISA, SSAE16, Management, Health Counseling, Business Relationship..., Non-profit Leadership
Education
West Chester University of Pennsylvania 1993 — 1999
MBA, Managment
Drexel University - LeBow College of Business 1983 — 1987
BS, Mgt Info Systems
Nicole Zientek's Vanguard Experience August 2015 - Present
Job Client Relationship Specialist at Vanguard
Industry Marketing and Advertising
Experience
Vanguard August 2015 - Present
Mindful Kreative January 2015 - July 2015
Duquesne University August 2013 - May 2015
Edward Marc Chocolatier September 2014 - December 2014
Acri Commercial Realty May 2014 - August 2014
WBRE-TV/WYOU-TV May 2013 - August 2013
College Lifestyles December 2012 - May 2013
Sloane Ranger August 2012 - May 2013
Jamba Juice September 2011 - April 2013
Abercrombie & Fitch November 2011 - January 2013
Skills
Photoshop, Dreamweaver, After Effects, Illustrator, Photography, Image Editing, Microsoft Excel, Microsoft Word, PowerPoint, Video Production, Premiere, iMovie, Video Editing, HTML, AP Style, Creative Writing, News Writing, Broadcast Television, Advertising, Public Relations, Marketing, Web Design, Web Development, Press Releases, Social Media, MLA style, Teamwork, Leadership
Education
Duquesne University 2011 — 2015
Bachelor of Arts (B.A.), Integrated Marketing Communications & Journalism, minor in Multimedia Arts, 3.77
North Pocono High School 2007 — 2011
High School Diploma, Student
Vanguard August 2015 - Present
Mindful Kreative January 2015 - July 2015
Duquesne University August 2013 - May 2015
Edward Marc Chocolatier September 2014 - December 2014
Acri Commercial Realty May 2014 - August 2014
WBRE-TV/WYOU-TV May 2013 - August 2013
College Lifestyles December 2012 - May 2013
Sloane Ranger August 2012 - May 2013
Jamba Juice September 2011 - April 2013
Abercrombie & Fitch November 2011 - January 2013
Skills
Photoshop, Dreamweaver, After Effects, Illustrator, Photography, Image Editing, Microsoft Excel, Microsoft Word, PowerPoint, Video Production, Premiere, iMovie, Video Editing, HTML, AP Style, Creative Writing, News Writing, Broadcast Television, Advertising, Public Relations, Marketing, Web Design, Web Development, Press Releases, Social Media, MLA style, Teamwork, Leadership
Education
Duquesne University 2011 — 2015
Bachelor of Arts (B.A.), Integrated Marketing Communications & Journalism, minor in Multimedia Arts, 3.77
North Pocono High School 2007 — 2011
High School Diploma, Student
Meng Ching Meng Ching's Vanguard Experience June 2004 - August 2007
Job Systems Designer at NCSOFT
Industry Computer Games
Experience
NCSOFT July 2015 - Present
Konami Digital Entertainment February 2013 - June 2015
Konami Digital Entertainment, Inc. February 2013 - October 2013
The Croner Company November 2010 - February 2013
Aon Consulting August 2007 - July 2009
Vanguard June 2004 - August 2007
Towers Watson June 2003 - January 2004
Twin Phoenix, Inc. 1994 - 2004
Exodus to Excellence June 1999 - July 1999
Skills
Data Analysis, Access, Statistics, Analysis, CRM, Cross-functional Team..., Employee Benefits, Forecasting, Leadership, Management, Microsoft Excel, Finance, Training, Valuation, Databases, Programming, VBA, Computer Games, Pensions, Microsoft Office
Education
Drexel University - LeBow College of Business 2009 — 2010
MBA, MBA
Temple University - Fox School of Business and Management 2000 — 2004
BBA, Actuarial Science
Central High
NCSOFT July 2015 - Present
Konami Digital Entertainment February 2013 - June 2015
Konami Digital Entertainment, Inc. February 2013 - October 2013
The Croner Company November 2010 - February 2013
Aon Consulting August 2007 - July 2009
Vanguard June 2004 - August 2007
Towers Watson June 2003 - January 2004
Twin Phoenix, Inc. 1994 - 2004
Exodus to Excellence June 1999 - July 1999
Skills
Data Analysis, Access, Statistics, Analysis, CRM, Cross-functional Team..., Employee Benefits, Forecasting, Leadership, Management, Microsoft Excel, Finance, Training, Valuation, Databases, Programming, VBA, Computer Games, Pensions, Microsoft Office
Education
Drexel University - LeBow College of Business 2009 — 2010
MBA, MBA
Temple University - Fox School of Business and Management 2000 — 2004
BBA, Actuarial Science
Central High
Brian Ehresman Brian Ehresman's Vanguard Experience June 2014 - Present
Job Treasury Analyst at Vanguard
Industry Financial Services
Experience
Vanguard June 2014 - Present
Vanguard January 2012 - June 2014
Vanguard June 2010 - January 2012
Confluence Capital December 2008 - January 2010
Legend Financial Advisors, Inc. May 2008 - October 2008
Skills
Treasury Management, Separately Managed..., Fund Accounting, Client Relations, Fundamental Analysis, Financial Reporting, Multi-currency..., FX Spot, Financial Analysis, Cost Benefit, Data Analysis, Broker-Dealer Operations, Market Pricing, Smartstream TLM, G/L Reconciliations, Operational Risk..., Corporate Finance, Microsoft Office, Bloomberg Terminal, Series 6, Series 63, DTC, NSCC, Finance, Mutual Funds, Investment Management, Risk Management
Education
Penn State University 2015 — 2018
Master of Business Administration (M.B.A.)
Duquesne University 2006 — 2010
Bachelor's degree, Finance and Financial Management Services
Council Rock High School South 2002 — 2006
Vanguard June 2014 - Present
Vanguard January 2012 - June 2014
Vanguard June 2010 - January 2012
Confluence Capital December 2008 - January 2010
Legend Financial Advisors, Inc. May 2008 - October 2008
Skills
Treasury Management, Separately Managed..., Fund Accounting, Client Relations, Fundamental Analysis, Financial Reporting, Multi-currency..., FX Spot, Financial Analysis, Cost Benefit, Data Analysis, Broker-Dealer Operations, Market Pricing, Smartstream TLM, G/L Reconciliations, Operational Risk..., Corporate Finance, Microsoft Office, Bloomberg Terminal, Series 6, Series 63, DTC, NSCC, Finance, Mutual Funds, Investment Management, Risk Management
Education
Penn State University 2015 — 2018
Master of Business Administration (M.B.A.)
Duquesne University 2006 — 2010
Bachelor's degree, Finance and Financial Management Services
Council Rock High School South 2002 — 2006
Jideofor Agba's Vanguard Experience June 2011 - January 2015
Job Finance/investment management
Industry Oil & Energy
Experience
Gamesa January 2015 - Present
Vanguard June 2011 - January 2015
Home Properties February 2010 - March 2011
Skills
Financial Analysis, Finance, Analysis, Leadership, Microsoft Office, Microsoft Excel, Project Management, Mutual Funds, Data Analysis, Financial Modeling, PowerPoint, Portfolio Management, Management, Microsoft Word, Valuation, Budgets, Investments, Program Management
Education
Drexel University - College of Business and Administration 2009 — 2012
Master of Business Administration (MBA), Finance, General
Drexel University - College of Business and Administration 2009 — 2012
Master's degree, Finance, General
University of Maryland Baltimore County 2003 — 2008
Bachelor's Degree, Financial Economics
Gamesa January 2015 - Present
Vanguard June 2011 - January 2015
Home Properties February 2010 - March 2011
Skills
Financial Analysis, Finance, Analysis, Leadership, Microsoft Office, Microsoft Excel, Project Management, Mutual Funds, Data Analysis, Financial Modeling, PowerPoint, Portfolio Management, Management, Microsoft Word, Valuation, Budgets, Investments, Program Management
Education
Drexel University - College of Business and Administration 2009 — 2012
Master of Business Administration (MBA), Finance, General
Drexel University - College of Business and Administration 2009 — 2012
Master's degree, Finance, General
University of Maryland Baltimore County 2003 — 2008
Bachelor's Degree, Financial Economics
John Sadlow, CFA John Sadlow, CFA's Vanguard Experience June 2011 - August 2011
Job Manager at ZS Associates
Industry Management Consulting
Experience
ZS Associates December 2014 - Present
ZS Associates July 2012 - December 2014
Vanguard June 2011 - August 2011
Century Wealth Management March 2007 - August 2010
Century Wealth Management January 2009 - June 2010
SunTrust Bank July 2006 - March 2007
Skills
Management Consulting, Strategy, Business Strategy, Strategic Planning, Analytics, Leadership, Competitive Analysis, Team Management, Marketing Strategy, Analysis, Business Analysis, Project Management
Education
Duke University - The Fuqua School of Business 2010 — 2012
MBA, Strategy and Marketing
Samford University 2001 — 2005
BSBA, Accounting
ZS Associates December 2014 - Present
ZS Associates July 2012 - December 2014
Vanguard June 2011 - August 2011
Century Wealth Management March 2007 - August 2010
Century Wealth Management January 2009 - June 2010
SunTrust Bank July 2006 - March 2007
Skills
Management Consulting, Strategy, Business Strategy, Strategic Planning, Analytics, Leadership, Competitive Analysis, Team Management, Marketing Strategy, Analysis, Business Analysis, Project Management
Education
Duke University - The Fuqua School of Business 2010 — 2012
MBA, Strategy and Marketing
Samford University 2001 — 2005
BSBA, Accounting
Sara Murphy's Vanguard Experience October 2012 - January 2014
Job Marketing Manager at Franklin Square Capital Partners
Industry Financial Services
Experience
Franklin Square Capital Partners May 2015 - Present
Franklin Square Capital Partners February 2014 - April 2015
Vanguard October 2012 - January 2014
Vanguard July 2011 - September 2012
Dun & Bradstreet December 2010 - January 2011
Charity Brands Marketing and Consulting June 2009 - August 2009
Education
Duke University - The Fuqua School of Business 2010 — 2011
Master of Management Studies (MMS), Foundations of Business
Duke University 2006 — 2010
BA, History, Sociology, Markets and Management Studies
The Pingry School
Franklin Square Capital Partners May 2015 - Present
Franklin Square Capital Partners February 2014 - April 2015
Vanguard October 2012 - January 2014
Vanguard July 2011 - September 2012
Dun & Bradstreet December 2010 - January 2011
Charity Brands Marketing and Consulting June 2009 - August 2009
Education
Duke University - The Fuqua School of Business 2010 — 2011
Master of Management Studies (MMS), Foundations of Business
Duke University 2006 — 2010
BA, History, Sociology, Markets and Management Studies
The Pingry School
Tim Gilligan, CFA Tim Gilligan, CFA's Vanguard Experience June 1999 - June 2015
Job RIA and Key Accounts Sales Executive
Industry Financial Services
Experience
Betterment Institutional June 2015 - Present
Dream Factory of Pennsylvania October 2014 - Present
Vanguard June 1999 - June 2015
Skills
Sales, ETFs, Chartered Financial..., Mutual Funds, Investments, Portfolio Management, Relationship Management, Consultative Sales..., Fixed Income, Investment Strategies, Asset Allocation, Alternative Investments, Equities, Asset Management
Education
Drexel University - College of Business and Administration 2005 — 2008
Master of Business Administration (MBA)
West Chester University of Pennsylvania 1997 — 1999
Bachelor of Arts (BA), Political Science and Government
Betterment Institutional June 2015 - Present
Dream Factory of Pennsylvania October 2014 - Present
Vanguard June 1999 - June 2015
Skills
Sales, ETFs, Chartered Financial..., Mutual Funds, Investments, Portfolio Management, Relationship Management, Consultative Sales..., Fixed Income, Investment Strategies, Asset Allocation, Alternative Investments, Equities, Asset Management
Education
Drexel University - College of Business and Administration 2005 — 2008
Master of Business Administration (MBA)
West Chester University of Pennsylvania 1997 — 1999
Bachelor of Arts (BA), Political Science and Government
Collin Clark's Vanguard Experience June 2011 - October 2011
Job at Endeavor Air
Industry Airlines/Aviation
Experience
Endeavor Air June 2015 - Present
American Eagle Airlines September 2014 - June 2015
U.S. Trust May 2013 - September 2014
U.S. Trust October 2011 - May 2013
Vanguard June 2011 - October 2011
Red Ventures June 2010 - May 2011
Red Ventures January 2010 - June 2010
CLT Real Estate Services, Inc. September 2005 - January 2010
Atlantic Southeast Airlines September 2004 - September 2005
Skills
Sales Management, SQL, Excel, Microsoft Office, Project Management, Account Management, Customer Service, New Business Development, Team Leadership, Contract Negotiation, Management, Sales, Financial Analysis, Business Analysis, Cold Calling, Networking, Leadership, Portfolio Management, Strategic Planning, Microsoft Excel, Digital Marketing, Budgets, Investments, Risk Management, Business Development, Banking, Call Centers, Finance, Project Planning, Analysis
Education
East Carolina University 2010 — 2014
MBA, Management and Finance
The University of Texas at Austin 1994 — 1999
BA, Psychology
Endeavor Air June 2015 - Present
American Eagle Airlines September 2014 - June 2015
U.S. Trust May 2013 - September 2014
U.S. Trust October 2011 - May 2013
Vanguard June 2011 - October 2011
Red Ventures June 2010 - May 2011
Red Ventures January 2010 - June 2010
CLT Real Estate Services, Inc. September 2005 - January 2010
Atlantic Southeast Airlines September 2004 - September 2005
Skills
Sales Management, SQL, Excel, Microsoft Office, Project Management, Account Management, Customer Service, New Business Development, Team Leadership, Contract Negotiation, Management, Sales, Financial Analysis, Business Analysis, Cold Calling, Networking, Leadership, Portfolio Management, Strategic Planning, Microsoft Excel, Digital Marketing, Budgets, Investments, Risk Management, Business Development, Banking, Call Centers, Finance, Project Planning, Analysis
Education
East Carolina University 2010 — 2014
MBA, Management and Finance
The University of Texas at Austin 1994 — 1999
BA, Psychology
Sue Betters Sue Betters's Vanguard Experience September 2015 - Present
Job Engagement Lead at Vanguard
Industry Financial Services
Experience
Vanguard September 2015 - Present
Vanguard July 2014 - August 2015
Vanguard January 2009 - July 2014
Vanguard 2007 - 2008
Vanguard 2000 - 2007
Vanguard 1997 - 2000
Vanguard 1996 - 1997
The Leather Loft (Shaftmaster Corp) 1994 - 1996
Jones New York (Melru Corp) 1992 - 1994
Skills
Project Planning, Organizational Design, Organizational Change, Change Management, Program Management, People Skills, Leadership, Consulting, Organizational..., Business Analysis, CRM, Management, Performance Management, Strategy, Financial Services, Process Improvement, Project Management, Relationship Management, Risk Management, Strategic Planning
Education
St. Joseph's University 2010 — 2014
MBA, Human Capital Management
Duquesne University 1987 — 1991
BA, Communications
Vanguard September 2015 - Present
Vanguard July 2014 - August 2015
Vanguard January 2009 - July 2014
Vanguard 2007 - 2008
Vanguard 2000 - 2007
Vanguard 1997 - 2000
Vanguard 1996 - 1997
The Leather Loft (Shaftmaster Corp) 1994 - 1996
Jones New York (Melru Corp) 1992 - 1994
Skills
Project Planning, Organizational Design, Organizational Change, Change Management, Program Management, People Skills, Leadership, Consulting, Organizational..., Business Analysis, CRM, Management, Performance Management, Strategy, Financial Services, Process Improvement, Project Management, Relationship Management, Risk Management, Strategic Planning
Education
St. Joseph's University 2010 — 2014
MBA, Human Capital Management
Duquesne University 1987 — 1991
BA, Communications
Brian Marchesani Brian Marchesani's Vanguard Experience February 2002 - July 2003
Job Senior Relationship Manager at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management Group January 2011 - Present
PNC Wealth Management Group January 2007 - December 2010
PNC Wealth Management Group April 2005 - January 2007
PNC Vested Interest Group July 2003 - April 2005
Vanguard February 2002 - July 2003
Vanguard June 2000 - February 2002
Education
Saint Joseph's University 2001 — 2003
Master, Business Administration; an emphasis in Finance
Duquesne University 1996 — 2000
B.A; a Business Certificate, Communication Studies; Business Law
Holy Ghost Preparatory School 1993 — 1996
PNC Wealth Management Group January 2011 - Present
PNC Wealth Management Group January 2007 - December 2010
PNC Wealth Management Group April 2005 - January 2007
PNC Vested Interest Group July 2003 - April 2005
Vanguard February 2002 - July 2003
Vanguard June 2000 - February 2002
Education
Saint Joseph's University 2001 — 2003
Master, Business Administration; an emphasis in Finance
Duquesne University 1996 — 2000
B.A; a Business Certificate, Communication Studies; Business Law
Holy Ghost Preparatory School 1993 — 1996
Michael Huertas Michael Huertas's Vanguard Experience October 2011 - Present
Job Fund Financial Analyst at Vanguard
Industry Financial Services
Experience
Vanguard October 2011 - Present
Vanguard December 2008 - October 2011
Vanguard June 2006 - December 2008
Vanguard August 2004 - June 2006
Skills
ETFs, Equities, Mutual Funds, Middle Office, Finance, Bloomberg, Investments, Financial Analysis, Analysis, Financial Modeling, Fixed Income, Microsoft Excel, Financial Services
Education
Drexel University - College of Business and Administration 2008 — 2010
MBA, Finance
Lehigh University 1998 — 2002
BS, Finance & Economics
Vanguard October 2011 - Present
Vanguard December 2008 - October 2011
Vanguard June 2006 - December 2008
Vanguard August 2004 - June 2006
Skills
ETFs, Equities, Mutual Funds, Middle Office, Finance, Bloomberg, Investments, Financial Analysis, Analysis, Financial Modeling, Fixed Income, Microsoft Excel, Financial Services
Education
Drexel University - College of Business and Administration 2008 — 2010
MBA, Finance
Lehigh University 1998 — 2002
BS, Finance & Economics
Alex Sloan Alex Sloan's Vanguard Experience July 2011 - August 2011
Job Senior Software Engineer at Rubicon Project
Industry Computer Software
Experience
Rubicon Project November 2014 - Present
iSocket June 2013 - November 2014
Red Hat July 2012 - June 2013
Duke University January 2012 - May 2012
Duke University January 2012 - May 2012
Vanguard July 2011 - August 2011
Duke University Talent Identification Program (TIP) June 2010 - July 2010
Skills
Java, C++, Linux, CSS, JavaScript, HTML, CoffeeScript, Node.js, Backbone.js, Haskell, Python, MySQL, MongoDB, Hibernate
Education
Duke University 2008 — 2012
Bachelor of Science in Engineering (B.S.E.), Electrical & Computer Engineering, Computer Science
Half Hollow Hills HS East 2004 — 2008
Rubicon Project November 2014 - Present
iSocket June 2013 - November 2014
Red Hat July 2012 - June 2013
Duke University January 2012 - May 2012
Duke University January 2012 - May 2012
Vanguard July 2011 - August 2011
Duke University Talent Identification Program (TIP) June 2010 - July 2010
Skills
Java, C++, Linux, CSS, JavaScript, HTML, CoffeeScript, Node.js, Backbone.js, Haskell, Python, MySQL, MongoDB, Hibernate
Education
Duke University 2008 — 2012
Bachelor of Science in Engineering (B.S.E.), Electrical & Computer Engineering, Computer Science
Half Hollow Hills HS East 2004 — 2008
Jamaila Holder Jamaila Holder's Vanguard Experience May 2010 - June 2012
Job IMPACT Leadership Rotational Program at SAP
Industry Computer Software
Experience
SAP September 2014 - Present
Magpie Boutique August 2013 - December 2013
Caesars Entertainment Corporation June 2013 - August 2013
Vanguard May 2010 - June 2012
Vanguard July 2009 - May 2010
Vanguard May 2008 - July 2009
Vanguard July 2006 - May 2008
Education
Duke University - The Fuqua School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
University of Cape Town
Master of Business Administration (M.B.A.)
Temple University 2003 — 2006
Bachelor of Business Administration (B.B.A.)
Instituto Tecnológico Autónomo de México
Bachelor's Degree
SAP September 2014 - Present
Magpie Boutique August 2013 - December 2013
Caesars Entertainment Corporation June 2013 - August 2013
Vanguard May 2010 - June 2012
Vanguard July 2009 - May 2010
Vanguard May 2008 - July 2009
Vanguard July 2006 - May 2008
Education
Duke University - The Fuqua School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
University of Cape Town
Master of Business Administration (M.B.A.)
Temple University 2003 — 2006
Bachelor of Business Administration (B.B.A.)
Instituto Tecnológico Autónomo de México
Bachelor's Degree
Brandon Frisby, MA's Vanguard Experience June 2007 - April 2009
Job Proposal Coordinator at B/E Aerospace
Industry Aviation & Aerospace
Experience
B/E Aerospace December 2014 - Present
Triumph Group January 2014 - December 2014
Moog Components Group July 2012 - December 2013
Gander Direct, LLC October 2010 - July 2012
Jos. A. Bank Clothiers April 2009 - October 2010
Vanguard June 2007 - April 2009
Skills
Customer Service, Microsoft Office, Public Speaking, Microsoft Excel, PowerPoint, Sales, Time Management, Microsoft Word, Marketing, Event Planning, Social Media, Social Media Marketing, Problem Solving, Business Development, CRM, Contract Negotiation, Retail, Sales Operations
Education
East Carolina University 2010 — 2012
Master of Arts, English, 4.0
East Carolina University 2002 — 2007
Bachelor of Arts (BA), English Language and Literature, General
Davie High 1999 — 2002
B/E Aerospace December 2014 - Present
Triumph Group January 2014 - December 2014
Moog Components Group July 2012 - December 2013
Gander Direct, LLC October 2010 - July 2012
Jos. A. Bank Clothiers April 2009 - October 2010
Vanguard June 2007 - April 2009
Skills
Customer Service, Microsoft Office, Public Speaking, Microsoft Excel, PowerPoint, Sales, Time Management, Microsoft Word, Marketing, Event Planning, Social Media, Social Media Marketing, Problem Solving, Business Development, CRM, Contract Negotiation, Retail, Sales Operations
Education
East Carolina University 2010 — 2012
Master of Arts, English, 4.0
East Carolina University 2002 — 2007
Bachelor of Arts (BA), English Language and Literature, General
Davie High 1999 — 2002
Robert Ostapowicz's Vanguard Experience May 2013 - August 2013
Job JD/MBA graduate of Villanova University
Industry Real Estate
Experience
Comcast Spotlight October 2014 - Present
Vanguard May 2013 - August 2013
Chimicles & Tikellis, LLP March 2011 - August 2011
Education
Villanova University 2012 — 2014
Master of Business Administration (MBA), Real Estate
Villanova University School of Law 2011 — 2014
Doctor of Law (JD)
Drexel University - College of Business and Administration 2008 — 2011
Bachelor of Science, Finance, 3.92
Comcast Spotlight October 2014 - Present
Vanguard May 2013 - August 2013
Chimicles & Tikellis, LLP March 2011 - August 2011
Education
Villanova University 2012 — 2014
Master of Business Administration (MBA), Real Estate
Villanova University School of Law 2011 — 2014
Doctor of Law (JD)
Drexel University - College of Business and Administration 2008 — 2011
Bachelor of Science, Finance, 3.92
John McDevitt John McDevitt's Vanguard Experience April 2004 - October 2006
Job at Aberdeen Asset Management
Industry Investment Management
Experience
Aberdeen Asset Management May 2008 - Present
Morgan Stanley Investment Management October 2006 - May 2008
Vanguard April 2004 - October 2006
Vanguard January 2000 - April 2004
Vanguard January 1997 - January 2000
Skills
Bloomberg, Mutual Funds, Charles River IMS, Dodd-Frank, Portfolio Management, Trading, Fixed Income, CFA level 3 candidate
Education
Drexel University - College of Business and Administration 2002 — 2004
MBA, Investment Management
WEST CHESTER UNIVERSITY
Bachelor of Science, Finance
Aberdeen Asset Management May 2008 - Present
Morgan Stanley Investment Management October 2006 - May 2008
Vanguard April 2004 - October 2006
Vanguard January 2000 - April 2004
Vanguard January 1997 - January 2000
Skills
Bloomberg, Mutual Funds, Charles River IMS, Dodd-Frank, Portfolio Management, Trading, Fixed Income, CFA level 3 candidate
Education
Drexel University - College of Business and Administration 2002 — 2004
MBA, Investment Management
WEST CHESTER UNIVERSITY
Bachelor of Science, Finance
Joy Vanterpool Stephens Joy Vanterpool Stephens's Vanguard Experience September 2013 - Present
Job Manager, Retail Advice Services at Vanguard
Industry Financial Services
Experience
Vanguard September 2013 - Present
The Vanguard Group July 2009 - September 2013
E*Trade Financial January 2005 - July 2007
SLM CORPORATION (SALLIE MAE) December 2003 - January 2005
Skills
Passed November 2012..., Series 7, Series 24, Series 63, Financial Modeling, Finance, Portfolio Management, Investments, Equities, Securities, Credit, Forecasting, Capital Markets, Bloomberg, Financial Services, Analysis, Financial Analysis
Education
Duke University - The Fuqua School of Business 2007 — 2009
MBA, Finance-Investments
Lehigh University 1999 — 2003
Bachelor of Science (B.S.), Finance, General
Vanguard September 2013 - Present
The Vanguard Group July 2009 - September 2013
E*Trade Financial January 2005 - July 2007
SLM CORPORATION (SALLIE MAE) December 2003 - January 2005
Skills
Passed November 2012..., Series 7, Series 24, Series 63, Financial Modeling, Finance, Portfolio Management, Investments, Equities, Securities, Credit, Forecasting, Capital Markets, Bloomberg, Financial Services, Analysis, Financial Analysis
Education
Duke University - The Fuqua School of Business 2007 — 2009
MBA, Finance-Investments
Lehigh University 1999 — 2003
Bachelor of Science (B.S.), Finance, General
Julian Girafalco's Vanguard Experience March 2007 - August 2008
Job Business Teacher at Avon Grove School District
Industry Education Management
Experience
Avon Grove School District May 2012 - Present
Wick's Ski and Sport August 2004 - Present
Vanguard March 2007 - August 2008
Skills
Curriculum Development, Curriculum Mapping, Teaching, Adobe Creative Suite, Special Education, Business Education, Computer Education, High School Education, Education, Business Management, Business Analysis, Inventory Control, Accounting, Financial Analysis, Team Building, Budgeting, Retail Management, Retail Buying, Android Development, Java, C++, Mobile Applications, GIS, GIS analysis, Computer Hardware, Computer Science, Web Design, Training New Employees, Web Content Management, Online Marketing, Social Media, Network Operations, Computer Maintenance, Photography, Videography, SQL, Microsoft Office, Network Administration, Google Analytics, Google Adwords, E-commerce, Leadership, Customer Service, Management, Microsoft Excel, Public Speaking, PowerPoint
Education
Drexel University - College of Business and Administration 2014 — 2017
Master of Business Administration (MBA)
Immaculata University 2010 — 2014
Masters of Educational Leadership, Secondary Education and Teaching
West Chester University of Pennsylvania 2002 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
Downingtown High School
Avon Grove School District May 2012 - Present
Wick's Ski and Sport August 2004 - Present
Vanguard March 2007 - August 2008
Skills
Curriculum Development, Curriculum Mapping, Teaching, Adobe Creative Suite, Special Education, Business Education, Computer Education, High School Education, Education, Business Management, Business Analysis, Inventory Control, Accounting, Financial Analysis, Team Building, Budgeting, Retail Management, Retail Buying, Android Development, Java, C++, Mobile Applications, GIS, GIS analysis, Computer Hardware, Computer Science, Web Design, Training New Employees, Web Content Management, Online Marketing, Social Media, Network Operations, Computer Maintenance, Photography, Videography, SQL, Microsoft Office, Network Administration, Google Analytics, Google Adwords, E-commerce, Leadership, Customer Service, Management, Microsoft Excel, Public Speaking, PowerPoint
Education
Drexel University - College of Business and Administration 2014 — 2017
Master of Business Administration (MBA)
Immaculata University 2010 — 2014
Masters of Educational Leadership, Secondary Education and Teaching
West Chester University of Pennsylvania 2002 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
Downingtown High School
Shavonne Gilbert's Vanguard Experience September 2007 - Present
Job Real Estate Agent at Coldwell Banker Preferred
Industry Financial Services
Experience
Coldwell Banker Preferred September 2014 - Present
Vanguard September 2007 - Present
Vanguard July 2006 - September 2007
Vanguard October 2004 - July 2006
Philadelphia Water Dept August 2003 - October 2004
Skills
Series 63, 401k, Finance, Series 6, Analysis, Retirement, Investments, Axys Operations, Operations, Maintaining Strong...
Education
Drexel University - LeBow College of Business 1998 — 2004
Bachelor's Degree, Finance
Coldwell Banker Preferred September 2014 - Present
Vanguard September 2007 - Present
Vanguard July 2006 - September 2007
Vanguard October 2004 - July 2006
Philadelphia Water Dept August 2003 - October 2004
Skills
Series 63, 401k, Finance, Series 6, Analysis, Retirement, Investments, Axys Operations, Operations, Maintaining Strong...
Education
Drexel University - LeBow College of Business 1998 — 2004
Bachelor's Degree, Finance
Kristin Plentus's Vanguard Experience July 2013 - Present
Job Line Manager at Vanguard
Industry Financial Services
Experience
Vanguard July 2013 - Present
Vanguard July 2010 - July 2013
Vanguard September 2008 - July 2010
Vanguard July 2007 - September 2008
Vanguard June 2006 - July 2007
Skills
Mutual Funds, Financial Analysis, Equities, Series 63, Investments, Series 7, Financial Services
Education
Drexel University - LeBow College of Business 2008 — 2010
MBA, Finance
Villanova University 2002 — 2006
Bachelor of Science, Mathematics
Vanguard July 2013 - Present
Vanguard July 2010 - July 2013
Vanguard September 2008 - July 2010
Vanguard July 2007 - September 2008
Vanguard June 2006 - July 2007
Skills
Mutual Funds, Financial Analysis, Equities, Series 63, Investments, Series 7, Financial Services
Education
Drexel University - LeBow College of Business 2008 — 2010
MBA, Finance
Villanova University 2002 — 2006
Bachelor of Science, Mathematics
Ekant Kohli, CFA's Vanguard Experience May 2015 - August 2015
Job MBA Candidate at Duke University The Fuqua School of Business; Class of 2016
Industry Investment Management
Experience
Vanguard May 2015 - August 2015
EY January 2009 - May 2014
EY October 2005 - January 2009
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Capital Markets, Valuation, Finance, Risk Management, Strategy, Due Diligence
Education
Duke University - The Fuqua School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
The University of Texas at Austin - Red McCombs School of Business
Bachelors, Finance
Vanguard May 2015 - August 2015
EY January 2009 - May 2014
EY October 2005 - January 2009
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Capital Markets, Valuation, Finance, Risk Management, Strategy, Due Diligence
Education
Duke University - The Fuqua School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
The University of Texas at Austin - Red McCombs School of Business
Bachelors, Finance
Lori Marino's Vanguard Experience August 2013 - Present
Job Corporate Actions Administrator at Vanguard
Industry Financial Services
Experience
Vanguard August 2013 - Present
Vanguard July 2011 - August 2013
Hoover Financial Advisors July 2009 - September 2011
Salveson Stetson Group October 2007 - March 2009
Medconference LLC September 2006 - October 2007
Henkel of America September 1997 - January 2000
Skills
Management, Online Advertising, CRM, Project Management, Business Intelligence, Event Planning, Strategy, Leadership, Contract Negotiation, Budgets, Marketing, Databases, Customer Service
Education
University of Maryland College Park 1987 — 1989
MM, Music
Duquesne University 1981 — 1985
BM, Music Performance
Vanguard August 2013 - Present
Vanguard July 2011 - August 2013
Hoover Financial Advisors July 2009 - September 2011
Salveson Stetson Group October 2007 - March 2009
Medconference LLC September 2006 - October 2007
Henkel of America September 1997 - January 2000
Skills
Management, Online Advertising, CRM, Project Management, Business Intelligence, Event Planning, Strategy, Leadership, Contract Negotiation, Budgets, Marketing, Databases, Customer Service
Education
University of Maryland College Park 1987 — 1989
MM, Music
Duquesne University 1981 — 1985
BM, Music Performance
Robert Arata's Vanguard Experience January 1992 - June 1998
Job Senior Manager at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group June 1998 - Present
Vanguard January 1992 - June 1998
Vanguard January 1989 - December 1991
Education
Drexel University - College of Business and Administration 1985 — 1995
Bachelor of Science, Business Management
Monsignor Bonner High School 1974 — 1978
The Vanguard Group June 1998 - Present
Vanguard January 1992 - June 1998
Vanguard January 1989 - December 1991
Education
Drexel University - College of Business and Administration 1985 — 1995
Bachelor of Science, Business Management
Monsignor Bonner High School 1974 — 1978
Jeff Franzen's Vanguard Experience December 2010 - July 2013
Job Recruiter at Accenture
Industry Human Resources
Experience
Accenture July 2013 - Present
Vanguard December 2010 - July 2013
SunGard Higher Education June 2010 - October 2010
Siemens Water Technologies August 2009 - December 2009
SunGard Availability Services August 2008 - December 2008
Olympus January 2008 - May 2008
Interbay Funding September 2007 - December 2007
IMS Health June 2006 - August 2007
Sabre Systems, Inc November 2003 - June 2006
Reuters May 1998 - January 2003
Skills
Talent Acquisition, Technical Recruiting, Applicant Tracking..., Recruiting, College Recruiting, Talent Management, Sourcing, Internet Recruiting, Human Resources, Vendor Management, SDLC, Onboarding, Temporary Placement, Executive Search, Benefits Negotiation, Personnel Management, Hiring, Contract Recruitment, Screening Resumes, PeopleSoft, Screening, Interviews, Staffing Services, Leadership, HRIS, Taleo, Employer Branding, Workforce Planning, Deferred Compensation, Job Fairs, Permanent Placement, Employee Relations
Education
Drexel University - LeBow College of Business 1978 — 1983
BSBA, HR Management
Accenture July 2013 - Present
Vanguard December 2010 - July 2013
SunGard Higher Education June 2010 - October 2010
Siemens Water Technologies August 2009 - December 2009
SunGard Availability Services August 2008 - December 2008
Olympus January 2008 - May 2008
Interbay Funding September 2007 - December 2007
IMS Health June 2006 - August 2007
Sabre Systems, Inc November 2003 - June 2006
Reuters May 1998 - January 2003
Skills
Talent Acquisition, Technical Recruiting, Applicant Tracking..., Recruiting, College Recruiting, Talent Management, Sourcing, Internet Recruiting, Human Resources, Vendor Management, SDLC, Onboarding, Temporary Placement, Executive Search, Benefits Negotiation, Personnel Management, Hiring, Contract Recruitment, Screening Resumes, PeopleSoft, Screening, Interviews, Staffing Services, Leadership, HRIS, Taleo, Employer Branding, Workforce Planning, Deferred Compensation, Job Fairs, Permanent Placement, Employee Relations
Education
Drexel University - LeBow College of Business 1978 — 1983
BSBA, HR Management
Keith deLeon's Vanguard Experience December 2012 - December 2012
Job Enterprise Risk Management & System Administration at The Vanguard Group
Industry Financial Services
Experience
Vanguard December 2012 - December 2012
Vanguard April 2011 - December 2012
Vanguard April 2005 - April 2011
Vanguard December 2000 - April 2005
Vanguard April 1999 - December 2000
Comcast 1996 - 1999
Tokai Financial Services, Inc 1991 - 1996
Voynow, Bayard and Company - CPAs September 1988 - May 1991
Skills
Business Analysis, Microsoft Excel, Financial Analysis, Business Process..., Microsoft Word, Business Strategy, Strategic Planning, Project Management, Agile Project Management, Mutual Funds, Retirement, Financial Reporting, Financial Services, Risk Management, Relationship Management
Education
Drexel University - College of Business and Administration 1983 — 1988
Bachelor of Science, Accounting and Finance
Vanguard December 2012 - December 2012
Vanguard April 2011 - December 2012
Vanguard April 2005 - April 2011
Vanguard December 2000 - April 2005
Vanguard April 1999 - December 2000
Comcast 1996 - 1999
Tokai Financial Services, Inc 1991 - 1996
Voynow, Bayard and Company - CPAs September 1988 - May 1991
Skills
Business Analysis, Microsoft Excel, Financial Analysis, Business Process..., Microsoft Word, Business Strategy, Strategic Planning, Project Management, Agile Project Management, Mutual Funds, Retirement, Financial Reporting, Financial Services, Risk Management, Relationship Management
Education
Drexel University - College of Business and Administration 1983 — 1988
Bachelor of Science, Accounting and Finance
Jacob McCulloch's Vanguard Experience March 2014 - Present
Job Supervisor at Vanguard
Industry Financial Services
Experience
Vanguard March 2014 - Present
Vanguard January 2013 - March 2014
The Vanguard Group July 2011 - January 2013
The Vanguard Group June 2007 - July 2011
Skills
Mutual Funds, Equities, ETFs, Series 63, Series 7, Asset Allocation, Securities, Retirement Planning, Wealth Management, Bloomberg, Investments, Portfolio Management, Equity Trading, Series 6
Education
East Carolina University 2012 — 2015
Master of Business Administration (M.B.A.)
East Carolina University - College of Business 2003 — 2007
Bachelor of Science in Business Administration, Managerial Finance
Vanguard March 2014 - Present
Vanguard January 2013 - March 2014
The Vanguard Group July 2011 - January 2013
The Vanguard Group June 2007 - July 2011
Skills
Mutual Funds, Equities, ETFs, Series 63, Series 7, Asset Allocation, Securities, Retirement Planning, Wealth Management, Bloomberg, Investments, Portfolio Management, Equity Trading, Series 6
Education
East Carolina University 2012 — 2015
Master of Business Administration (M.B.A.)
East Carolina University - College of Business 2003 — 2007
Bachelor of Science in Business Administration, Managerial Finance
Shannon Nutter-Wiersbitzky's Vanguard Experience July 2012 - Present
Job Head of Institutional Marketing at Vanguard
Industry Financial Services
Experience
Vanguard July 2012 - Present
Vanguard March 2011 - Present
Vanguard 2007 - July 2012
MSI International 2001 - 2007
Saturn 2000 - 2001
General Motors 1997 - 2000
Deloitte 1991 - 1994
Skills
Strategy, Government, Automotive, Leadership, Product Development, Marketing, Analysis, Segmentation, Customer Satisfaction, Market Research, Competitive Analysis, B2B, Retail, Cross-functional Team..., Analytics, Business Strategy, Strategic Planning, Business Development, Product Management, Customer Insight, Marketing Research, Market Analysis, Marketing Strategy, Financial Services, Business Planning, Data Analysis, Competitive Intelligence, Product Marketing, Management Consulting
Education
Duke University - The Fuqua School of Business 1995 — 1997
MBA, Marketing
Macalester College 1988 — 1992
BA, Economics, International Studies, Cum Laude
Vanguard July 2012 - Present
Vanguard March 2011 - Present
Vanguard 2007 - July 2012
MSI International 2001 - 2007
Saturn 2000 - 2001
General Motors 1997 - 2000
Deloitte 1991 - 1994
Skills
Strategy, Government, Automotive, Leadership, Product Development, Marketing, Analysis, Segmentation, Customer Satisfaction, Market Research, Competitive Analysis, B2B, Retail, Cross-functional Team..., Analytics, Business Strategy, Strategic Planning, Business Development, Product Management, Customer Insight, Marketing Research, Market Analysis, Marketing Strategy, Financial Services, Business Planning, Data Analysis, Competitive Intelligence, Product Marketing, Management Consulting
Education
Duke University - The Fuqua School of Business 1995 — 1997
MBA, Marketing
Macalester College 1988 — 1992
BA, Economics, International Studies, Cum Laude
Kevin Laughlin, CFP's Vanguard Experience 2011 - Present
Job Strategist at Vanguard
Industry Financial Services
Experience
Vanguard 2011 - Present
The Vanguard Group 1999 - 2011
Skills
Mutual Funds, Portfolio Management, Analytics, Management, Risk Management, Financial Services, Business Analysis, Investments, Relationship Management, Financial Analysis, Strategic Planning, Financial Planning, Project Management, Marketing Strategy, Equities, Asset Management, Financial Modeling, Strategic Financial...
Education
Penn State University 1997 — 2000
MBA
Duquesne University 1989 — 1993
Vanguard 2011 - Present
The Vanguard Group 1999 - 2011
Skills
Mutual Funds, Portfolio Management, Analytics, Management, Risk Management, Financial Services, Business Analysis, Investments, Relationship Management, Financial Analysis, Strategic Planning, Financial Planning, Project Management, Marketing Strategy, Equities, Asset Management, Financial Modeling, Strategic Financial...
Education
Penn State University 1997 — 2000
MBA
Duquesne University 1989 — 1993
Toai Chin's Vanguard Experience 2013 - Present
Job Director of Fund Accounting Policy at Vanguard
Industry Accounting
Experience
Vanguard 2013 - Present
Deloitte & Touche LLP 2007 - 2013
U.S. Securities and Exchange Commission 2004 - 2007
Deloitte & Touche LLP 1995 - 2004
Education
Drexel University - LeBow College of Business 1990 — 1995
BS, Accounting
Vanguard 2013 - Present
Deloitte & Touche LLP 2007 - 2013
U.S. Securities and Exchange Commission 2004 - 2007
Deloitte & Touche LLP 1995 - 2004
Education
Drexel University - LeBow College of Business 1990 — 1995
BS, Accounting
Mark Sciabacucchi's Vanguard Experience June 2015 - Present
Job Head of Global Broker & Index Relations at Vanguard
Industry Financial Services
Experience
Vanguard June 2015 - Present
Vanguard July 2013 - June 2015
Vanguard August 2005 - July 2013
Education
Drexel University - LeBow College of Business 2014 — 2016
Master of Business Administration (M.B.A.)
King's College 2001 — 2005
Finance
Vanguard June 2015 - Present
Vanguard July 2013 - June 2015
Vanguard August 2005 - July 2013
Education
Drexel University - LeBow College of Business 2014 — 2016
Master of Business Administration (M.B.A.)
King's College 2001 — 2005
Finance
Adam Hoffman, CFA, CAIA's Vanguard Experience September 2012 - Present
Job Senior Fixed Income Trader at Vanguard
Industry Financial Services
Experience
Vanguard September 2012 - Present
Vanguard October 2011 - September 2012
Vanguard February 2008 - October 2011
Skills
Chartered Financial..., CAIA, Fixed Income, Trading, Financial Analysis, Valuation, Investments, Equities, Series 7, Portfolio Management, Finance, Bloomberg, Securities, Financial Modeling, Financial Markets, Asset Management, Bonds, Series 63, Mutual Funds, Risk Management, Capital Markets, Asset Allocation, Financial Services, Alternative Investments, Analysis
Education
Duke University 2000 — 2004
Bachelor’s Degree, Economics
Duke University 2000 — 2004
Bachelor of Science (B.S.), Economics
Vanguard September 2012 - Present
Vanguard October 2011 - September 2012
Vanguard February 2008 - October 2011
Skills
Chartered Financial..., CAIA, Fixed Income, Trading, Financial Analysis, Valuation, Investments, Equities, Series 7, Portfolio Management, Finance, Bloomberg, Securities, Financial Modeling, Financial Markets, Asset Management, Bonds, Series 63, Mutual Funds, Risk Management, Capital Markets, Asset Allocation, Financial Services, Alternative Investments, Analysis
Education
Duke University 2000 — 2004
Bachelor’s Degree, Economics
Duke University 2000 — 2004
Bachelor of Science (B.S.), Economics
Jessica Vickers's Vanguard Experience 1996 - 1998
Job Sr Financial Analyst at Lockheed Martin
Industry Defense & Space
Experience
Lockheed Martin January 1999 - Present
Vanguard 1996 - 1998
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Process Improvement, Risk Management, DoD, Earned Value Management
Education
Drexel University - College of Business and Administration 2003 — 2007
Master of Business Administration (M.B.A.), Accounting and Finance
University of Delaware 1992 — 1996
Bachelor's Degree, Finance, General
Lockheed Martin January 1999 - Present
Vanguard 1996 - 1998
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Process Improvement, Risk Management, DoD, Earned Value Management
Education
Drexel University - College of Business and Administration 2003 — 2007
Master of Business Administration (M.B.A.), Accounting and Finance
University of Delaware 1992 — 1996
Bachelor's Degree, Finance, General
Rich Dolan's Vanguard Experience May 2011 - Present
Job Brokerage Associate at Vanguard
Industry Financial Services
Experience
Vanguard May 2011 - Present
G-Bar LLC March 2003 - October 2009
TD Ameritrade November 2000 - March 2003
Skills
Securities, Options, Series 7, Equities, Trading, Derivatives, ETFs, Series 63, Mutual Funds, Bloomberg, Electronic Trading, Portfolio Management, Equity Trading, Trading Systems, Financial Markets, Asset Allocation, Trading Strategies, Investment Strategies, Fixed Income
Education
Drexel University - College of Business and Administration
B.S., Finance, Marketing
Vanguard May 2011 - Present
G-Bar LLC March 2003 - October 2009
TD Ameritrade November 2000 - March 2003
Skills
Securities, Options, Series 7, Equities, Trading, Derivatives, ETFs, Series 63, Mutual Funds, Bloomberg, Electronic Trading, Portfolio Management, Equity Trading, Trading Systems, Financial Markets, Asset Allocation, Trading Strategies, Investment Strategies, Fixed Income
Education
Drexel University - College of Business and Administration
B.S., Finance, Marketing
Colby Warner's Vanguard Experience May 2006 - August 2006
Job Manager Strategic Process Improvement at CVS Caremark Corporation
Industry Hospital & Health Care
Experience
CVS Caremark Corporation June 2014 - Present
International Partnership for Innovative Healthcare Delivery June 2013 - August 2013
Accenture July 2007 - June 2012
Vanguard May 2006 - August 2006
Education
Duke University - Fuqua School of Business 2012 — 2014
MBA Candidate, Strategy, Social Entrepreneurship
University of Virginia 2003 — 2007
B.S., Commerce
CVS Caremark Corporation June 2014 - Present
International Partnership for Innovative Healthcare Delivery June 2013 - August 2013
Accenture July 2007 - June 2012
Vanguard May 2006 - August 2006
Education
Duke University - Fuqua School of Business 2012 — 2014
MBA Candidate, Strategy, Social Entrepreneurship
University of Virginia 2003 — 2007
B.S., Commerce
David Ronay's Vanguard Experience December 2006 - December 2007
Job
Industry Financial Services
Experience
SunGard Wealth & Retirement August 2015 - Present
SunGard Wealth and Retirement June 2011 - August 2015
Infovisa July 2010 - June 2011
Wachovia, A Wells Fargo Company November 2009 - July 2010
Wachovia, A Wells Fargo Company December 2007 - November 2009
Vanguard December 2006 - December 2007
Skills
Trust Accounting, Portfolio Management, Risk Management, Asset Allocation, Private Wealth..., Client Relationship..., Project Management, Problem Solving, Software Implementation, User Acceptance Testing, FinCEN, Trust Services, Securities Regulation, Tax Accounting, Investment Policy..., Investments, SharePoint, Training, Asset Management, Wealth Management, Integration, Investment Strategies, Business Analysis, Mutual Funds, Financial Services, Investment Management, Securities, Relationship Management, High Net Worth..., Back Office, Troubleshooting, Trading Systems, Bloomberg, ETFs, JIRA, Quality Control, Management, Leadership, Equities, Wealth Management...
Education
Gardner-Webb University 2013 — 2016
Master of Wealth and Trust Management
East Carolina University
B.S.
SunGard Wealth & Retirement August 2015 - Present
SunGard Wealth and Retirement June 2011 - August 2015
Infovisa July 2010 - June 2011
Wachovia, A Wells Fargo Company November 2009 - July 2010
Wachovia, A Wells Fargo Company December 2007 - November 2009
Vanguard December 2006 - December 2007
Skills
Trust Accounting, Portfolio Management, Risk Management, Asset Allocation, Private Wealth..., Client Relationship..., Project Management, Problem Solving, Software Implementation, User Acceptance Testing, FinCEN, Trust Services, Securities Regulation, Tax Accounting, Investment Policy..., Investments, SharePoint, Training, Asset Management, Wealth Management, Integration, Investment Strategies, Business Analysis, Mutual Funds, Financial Services, Investment Management, Securities, Relationship Management, High Net Worth..., Back Office, Troubleshooting, Trading Systems, Bloomberg, ETFs, JIRA, Quality Control, Management, Leadership, Equities, Wealth Management...
Education
Gardner-Webb University 2013 — 2016
Master of Wealth and Trust Management
East Carolina University
B.S.
Jane Mwaura's Vanguard Experience February 2015 - Present
Job Retail Client Services at Vanguard
Industry Investment Management
Experience
Vanguard February 2015 - Present
Watermark Retirement Communities March 2010 - December 2014
Kenya Commercial Bank 2008 - 2010
Kenya Commercial Bank LTD. February 2008 - November 2009
Skills
SAP Basics, SQL Basics, Training, Analysis, Time Management, Management, Human Resources, Data Analysis, Project Management, Team Leadership, Program Management, Process Improvement, Access, Project Planning
Education
Temple University - Fox School of Business and Management 2011 — 2014
Bachelor of Business Administration (B.B.A.), International Business and Management Information Systems.
Kenya Polytechnic University College 2005 — 2008
Bachelor of Business Administration, Marketing/Marketing Management, General
Drexel University - College of Business and Administration
Vanguard February 2015 - Present
Watermark Retirement Communities March 2010 - December 2014
Kenya Commercial Bank 2008 - 2010
Kenya Commercial Bank LTD. February 2008 - November 2009
Skills
SAP Basics, SQL Basics, Training, Analysis, Time Management, Management, Human Resources, Data Analysis, Project Management, Team Leadership, Program Management, Process Improvement, Access, Project Planning
Education
Temple University - Fox School of Business and Management 2011 — 2014
Bachelor of Business Administration (B.B.A.), International Business and Management Information Systems.
Kenya Polytechnic University College 2005 — 2008
Bachelor of Business Administration, Marketing/Marketing Management, General
Drexel University - College of Business and Administration
Emily Shiau's Vanguard Experience June 2010 - August 2010
Job Analyst at Citi
Industry Financial Services
Andrew Kalinchak's Vanguard Experience February 2013 - Present
Job Senior Relationship Manager Consultant Relations
Industry Financial Services
Experience
Vanguard February 2013 - Present
Vanguard March 2001 - February 2013
Skills
Series 63, CIMA, Relationship Management, Mutual Funds, Series 6, 401k, Equities, Financial Services, Retirement Planning
Education
Duquesne University 1987 — 1991
Bachelor of Science (BS), Finance and Financial Management Services
Vanguard February 2013 - Present
Vanguard March 2001 - February 2013
Skills
Series 63, CIMA, Relationship Management, Mutual Funds, Series 6, 401k, Equities, Financial Services, Retirement Planning
Education
Duquesne University 1987 — 1991
Bachelor of Science (BS), Finance and Financial Management Services
Rachael Schwartz's Vanguard Experience September 1997 - June 2000
Job Attorney at Paul Hastings
Industry Law Practice
Experience
Paul Hastings September 2007 - Present
ADVO September 2002 - May 2004
Vanguard September 1997 - June 2000
Skills
Corporate Law, Securities Regulation, Investment Management, Leadership, Capital Markets, Business Strategy, Financial Services, Project Management, Contract Negotiation, Legal Research, Securities, Corporate Governance
Education
Washington University in St. Louis School of Law 2004 — 2007
JD
Duke University - The Fuqua School of Business 2000 — 2002
MBA
Wellesley College 1992 — 1996
BA, Japanese Studies
Paul Hastings September 2007 - Present
ADVO September 2002 - May 2004
Vanguard September 1997 - June 2000
Skills
Corporate Law, Securities Regulation, Investment Management, Leadership, Capital Markets, Business Strategy, Financial Services, Project Management, Contract Negotiation, Legal Research, Securities, Corporate Governance
Education
Washington University in St. Louis School of Law 2004 — 2007
JD
Duke University - The Fuqua School of Business 2000 — 2002
MBA
Wellesley College 1992 — 1996
BA, Japanese Studies
Yan Pu's Vanguard Experience February 2004 - Present
Job Portfolio Manager at Vanguard
Industry Investment Management
Experience
Vanguard February 2004 - Present
Fleet Credit Card Services September 2002 - February 2004
Bloomberg May 2000 - September 2002
Skills
Portfolio Management, International Bonds, Emerging Markets, ETFs, FX, Asset Allocation, People Development, Women Leaders, Quantitative Models, Bonds, Investment Management, FX Options, Bloomberg, Mutual Funds, Asset Management
Education
Drexel University - LeBow College of Business 1998 — 2000
MBA, Finance
Jinan University 1994 — 1998
MS, International Finance
Vanguard February 2004 - Present
Fleet Credit Card Services September 2002 - February 2004
Bloomberg May 2000 - September 2002
Skills
Portfolio Management, International Bonds, Emerging Markets, ETFs, FX, Asset Allocation, People Development, Women Leaders, Quantitative Models, Bonds, Investment Management, FX Options, Bloomberg, Mutual Funds, Asset Management
Education
Drexel University - LeBow College of Business 1998 — 2000
MBA, Finance
Jinan University 1994 — 1998
MS, International Finance
Leonard Weindorfer, CIMA®'s Vanguard Experience January 2004 - Present
Job Relationship Executive at Vanguard
Industry Financial Services
Experience
Vanguard January 2004 - Present
Vanguard December 1998 - January 2004
Merrill Lynch January 1997 - December 1998
Skills
Relationship Management, Mutual Funds, Financial Services, Investments, Project Management, Client Relations Skills, CIMA, Series 6, Series 63, 401k
Education
Drexel University - College of Business and Administration 1989 — 1994
Bachelor of Business Administration, Accounting
Cheltenham High School 1986 — 1989
Vanguard January 2004 - Present
Vanguard December 1998 - January 2004
Merrill Lynch January 1997 - December 1998
Skills
Relationship Management, Mutual Funds, Financial Services, Investments, Project Management, Client Relations Skills, CIMA, Series 6, Series 63, 401k
Education
Drexel University - College of Business and Administration 1989 — 1994
Bachelor of Business Administration, Accounting
Cheltenham High School 1986 — 1989
Felix Xu's Vanguard Experience July 2004 - Present
Job Quant Investment Analyst at Vanguard
Industry Financial Services
Experience
Vanguard July 2004 - Present
Education
Fuqua School of Business, Duke University 2002 — 2004
Master of Business Administration (MBA)
UCLA 1997 — 2002
Master of Science (MS), Geophysics and Seismology
Vanguard July 2004 - Present
Education
Fuqua School of Business, Duke University 2002 — 2004
Master of Business Administration (MBA)
UCLA 1997 — 2002
Master of Science (MS), Geophysics and Seismology
andrew kalinchak's Vanguard Experience April 2001 - Present
Job Relationship Manager at Vanguard
Industry Financial Services
Experience
Vanguard April 2001 - Present
Education
Duquesne University 1987 — 1991
Bachelor of Scient, Finance
Vanguard April 2001 - Present
Education
Duquesne University 1987 — 1991
Bachelor of Scient, Finance
Caroline Cosby's Vanguard Experience January 2013 - Present
Job Senior Counsel at Vanguard
Industry Financial Services
Experience
Vanguard January 2013 - Present
The Vanguard Group November 2006 - January 2013
Howard Rice October 2004 - October 2006
Education
Duke University School of Law 2001 — 2004
Doctor of Law (J.D.)
University of North Carolina at Chapel Hill 1997 — 2001
Bachelor of Arts (B.A.), Political Science / History
Vanguard January 2013 - Present
The Vanguard Group November 2006 - January 2013
Howard Rice October 2004 - October 2006
Education
Duke University School of Law 2001 — 2004
Doctor of Law (J.D.)
University of North Carolina at Chapel Hill 1997 — 2001
Bachelor of Arts (B.A.), Political Science / History
Christian Bruckhoff's Vanguard Experience Manager/Programmer/AnalystOnHand Schools, Inc.November 2005 - Present
Job Manager/Programmer/Analyst at OnHand Schools, Inc.
Industry Computer Software
Experience
Vanguard Manager/Programmer/AnalystOnHand Schools, Inc.November 2005 - Present
Skills
Java, XML, SQL, JavaScript, C#, Software Development, Microsoft SQL Server, Web Services, Unix, .NET, JSP, AJAX, Database Design
Education
Duquesne University
Bachelor's degree, Accounting
Vanguard Manager/Programmer/AnalystOnHand Schools, Inc.November 2005 - Present
Skills
Java, XML, SQL, JavaScript, C#, Software Development, Microsoft SQL Server, Web Services, Unix, .NET, JSP, AJAX, Database Design
Education
Duquesne University
Bachelor's degree, Accounting
Elizabeth Tavenner's Vanguard Experience April 2006 - Present
Job Communication Specialist at Vanguard
Industry Financial Services
Experience
Vanguard April 2006 - Present
Centcom,Ltd September 1996 - August 2004
Education
Duquesne University
Bachelor of Arts (B.A.), Speech Communication and Rhetoric
Vanguard April 2006 - Present
Centcom,Ltd September 1996 - August 2004
Education
Duquesne University
Bachelor of Arts (B.A.), Speech Communication and Rhetoric
Rachel Arthur's Vanguard Experience April 2008 - June 2011
Job Experienced Financial Associate at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group June 2011 - Present
Vanguard April 2008 - June 2011
Education
Drexel University - LeBow College of Business 2009 — 2011
Masters in Business Administration, Finance
Edinboro University of Pennsylvania 2003 — 2007
Business Administration, Finance
The Vanguard Group June 2011 - Present
Vanguard April 2008 - June 2011
Education
Drexel University - LeBow College of Business 2009 — 2011
Masters in Business Administration, Finance
Edinboro University of Pennsylvania 2003 — 2007
Business Administration, Finance
Anne Sullivan's Vanguard Experience October 2013 - Present
Job Client Recovery Specialist at Vanguard
Industry Education Management
Experience
Vanguard October 2013 - Present
Everest University Online June 2010 - October 2013
Nationwide Insurance March 2007 - January 2010
Skills
Higher Education, Student Affairs, Curriculum Development, Teaching, Curriculum Design, Academic Advising, Adult Education, Staff Development, Student Development, Admissions, Tutoring, Career Counseling, Student Counseling, Resume Writing, Student Engagement
Education
East Carolina University 2005 — 2010
Master of Business Administration (MBA)
Iowa State University 1996 — 2000
Bachelor of Science (BS), Sociology and Anthropology
Vanguard October 2013 - Present
Everest University Online June 2010 - October 2013
Nationwide Insurance March 2007 - January 2010
Skills
Higher Education, Student Affairs, Curriculum Development, Teaching, Curriculum Design, Academic Advising, Adult Education, Staff Development, Student Development, Admissions, Tutoring, Career Counseling, Student Counseling, Resume Writing, Student Engagement
Education
East Carolina University 2005 — 2010
Master of Business Administration (MBA)
Iowa State University 1996 — 2000
Bachelor of Science (BS), Sociology and Anthropology
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments