Vanguard Company
Industry: Investment management company
DescriptionThe Vanguard Group is an American registered investment advisor based in Malvern, Pennsylvania with over $5.1 trillion in assets under management. It is the largest provider of mutual funds and the second-largest provider of exchange-traded funds in the world after BlackRock's iShares. Customer service: 0800 032 3731 Assets under management: 5.1 trillion USD (January 31, 2018) Founder: John C. Bogle Founded: 1 May 1975, Valley Forge, Pennsylvania, United States CEO: Mortimer J. Buckley (Jan 2018–) Headquarters: Valley Forge, Pennsylvania, United States
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Vanguard Employees
Employee
Years
Job
Industry
Adam Brittin Adam Brittin's Vanguard Experience January 2008 - July 2012
Job Data Protection PreSales Systems Engineer at EMC
Industry Information Technology and Services
Experience
EMC October 2014 - Present
EMC Corporation July 2012 - Present
Vanguard January 2008 - July 2012
Vanguard April 2010 - November 2010
Vanguard April 2009 - November 2009
Vanguard January 2008 - June 2008
Sterling Jewelers September 2006 - January 2008
Eastern University April 2005 - May 2006
NRG Energy 2003 - 2005
Skills
Project Management, Compliance, Risk, Client Relationship..., Customer Service, Microsoft Office, PowerPoint, Excel, Word, Social Media, Investments, Public Speaking, Strategic Planning, Mutual Funds, Risk Management, Microsoft Excel, CRM, Social Networking, Disaster Recovery, Teamwork, Visio, Fundraising, Sales, Networking, Enterprise Software, Coaching, Leadership, Pre-sales, Team Building, Strategy, Leadership Development, Microsoft Word, Storage
Education
Eastern University 2002 — 2006
Bachelor of Arts (BA)
Niagara County Community College 2001 — 2002
Newfane High School 1998 — 2002
EMC October 2014 - Present
EMC Corporation July 2012 - Present
Vanguard January 2008 - July 2012
Vanguard April 2010 - November 2010
Vanguard April 2009 - November 2009
Vanguard January 2008 - June 2008
Sterling Jewelers September 2006 - January 2008
Eastern University April 2005 - May 2006
NRG Energy 2003 - 2005
Skills
Project Management, Compliance, Risk, Client Relationship..., Customer Service, Microsoft Office, PowerPoint, Excel, Word, Social Media, Investments, Public Speaking, Strategic Planning, Mutual Funds, Risk Management, Microsoft Excel, CRM, Social Networking, Disaster Recovery, Teamwork, Visio, Fundraising, Sales, Networking, Enterprise Software, Coaching, Leadership, Pre-sales, Team Building, Strategy, Leadership Development, Microsoft Word, Storage
Education
Eastern University 2002 — 2006
Bachelor of Arts (BA)
Niagara County Community College 2001 — 2002
Newfane High School 1998 — 2002
Sarah Kinley Sarah Kinley's Vanguard Experience April 2013 - December 2014
Job US Operations Global Data and Quality Control Manager at SEI
Industry Financial Services
Experience
SEI December 2014 - Present
Vanguard April 2013 - December 2014
Vanguard March 2010 - April 2013
Vanguard 2007 - 2010
Vanguard July 2005 - June 2007
Vanguard 2003 - 2005
Vanguard 2001 - 2003
Vanguard 2000 - 2001
Skills
Risk Analytics, CRM, Organizational..., Program Management, Risk Management, FINRA, Training, Client Relationship..., FINRA Compliance, Certified Information..., Privacy Program Maturity, Compliance Planning, Process Development, Employee Training, Client Relationship..., Legal Interpretation, Project Management, Privacy Policies, Privacy Issues, Privacy Compliance, Financial Services, Leadership, Mutual Funds, Series 63, Process Improvement
Education
Eastern University
BA, Organizational Leadership
International College of the Cayman Islands
Marine Biology
SEI December 2014 - Present
Vanguard April 2013 - December 2014
Vanguard March 2010 - April 2013
Vanguard 2007 - 2010
Vanguard July 2005 - June 2007
Vanguard 2003 - 2005
Vanguard 2001 - 2003
Vanguard 2000 - 2001
Skills
Risk Analytics, CRM, Organizational..., Program Management, Risk Management, FINRA, Training, Client Relationship..., FINRA Compliance, Certified Information..., Privacy Program Maturity, Compliance Planning, Process Development, Employee Training, Client Relationship..., Legal Interpretation, Project Management, Privacy Policies, Privacy Issues, Privacy Compliance, Financial Services, Leadership, Mutual Funds, Series 63, Process Improvement
Education
Eastern University
BA, Organizational Leadership
International College of the Cayman Islands
Marine Biology
Nate Ratliff Nate Ratliff's Vanguard Experience February 2014 - Present
Job Wealth Management Advisor at Vanguard
Industry Financial Services
Experience
Vanguard February 2014 - Present
AXA Advisors, LLC October 2012 - February 2014
KB Home November 2005 - March 2012
Pulte Homes May 2004 - November 2005
Pulte Homes May 2001 - May 2004
Skills
Financial Analysis, Finance, Financial Risk, Strategic Financial..., Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Retirement Planning, Life Insurance, Variable Annuities, Variable Life, Investments, Investment Advisory, Investment Strategies, Investment Management..., NPV
Education
East Carolina University - College of Business 2008 — 2013
MBA, Finance
Middle Tennessee State University 2001 — 2004
Bunv.S, Business, Sociology, Music
Providence High School 1994 — 1997
Vanguard February 2014 - Present
AXA Advisors, LLC October 2012 - February 2014
KB Home November 2005 - March 2012
Pulte Homes May 2004 - November 2005
Pulte Homes May 2001 - May 2004
Skills
Financial Analysis, Finance, Financial Risk, Strategic Financial..., Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Retirement Planning, Life Insurance, Variable Annuities, Variable Life, Investments, Investment Advisory, Investment Strategies, Investment Management..., NPV
Education
East Carolina University - College of Business 2008 — 2013
MBA, Finance
Middle Tennessee State University 2001 — 2004
Bunv.S, Business, Sociology, Music
Providence High School 1994 — 1997
Brooks Teel Brooks Teel's Vanguard Experience September 2014 - Present
Job Business Development at Vanguard
Industry Financial Services
Experience
Vanguard September 2014 - Present
Vanguard August 2013 - September 2014
East Carolina University May 2012 - July 2013
Skills
Team Leadership, Decision Analysis, Strategic Planning, Team Management, Ethical Decision Making, Work Ethic, Personal Finance, Corporate Finance, Organizational Behavior, Risk Management, Management Consulting, Multi Tasking, Time Management, Marketing Strategy, Business Strategy, Sports Coaching, Customer Service, Building Relationships, Relationship Management, Equality & Diversity, PowerPoint, Financial Analysis, Critical Thinking, Analysis, Access, Entrepreneurship, Microsoft Excel, SAS, Student Affairs
Education
East Carolina University - College of Business 2007 — 2013
MBA and BSBA Accounting
Vanguard September 2014 - Present
Vanguard August 2013 - September 2014
East Carolina University May 2012 - July 2013
Skills
Team Leadership, Decision Analysis, Strategic Planning, Team Management, Ethical Decision Making, Work Ethic, Personal Finance, Corporate Finance, Organizational Behavior, Risk Management, Management Consulting, Multi Tasking, Time Management, Marketing Strategy, Business Strategy, Sports Coaching, Customer Service, Building Relationships, Relationship Management, Equality & Diversity, PowerPoint, Financial Analysis, Critical Thinking, Analysis, Access, Entrepreneurship, Microsoft Excel, SAS, Student Affairs
Education
East Carolina University - College of Business 2007 — 2013
MBA and BSBA Accounting
John Amour John Amour's Vanguard Experience May 2012 - Present
Job Line Manager at Vanguard
Industry Financial Services
Experience
Vanguard May 2012 - Present
Vanguard February 2010 - May 2012
Vanguard June 2006 - January 2010
Skills
Process Improvement, Project Management, Relationship Management, Financial Services, Series 63, Business Analysis, Mutual Funds, Change Management, Risk Management, Six Sigma, Investments, Leadership, Business Process..., Analysis, Team Management, Program Management, Vendor Management, Strategy
Education
East Stroudsburg University of Pennsylvania 1996 — 1998
Sociology
Lock Haven University of Pennsylvania 1993 — 1996
Bachelor of Arts (B.A.), Sociology
Vanguard May 2012 - Present
Vanguard February 2010 - May 2012
Vanguard June 2006 - January 2010
Skills
Process Improvement, Project Management, Relationship Management, Financial Services, Series 63, Business Analysis, Mutual Funds, Change Management, Risk Management, Six Sigma, Investments, Leadership, Business Process..., Analysis, Team Management, Program Management, Vendor Management, Strategy
Education
East Stroudsburg University of Pennsylvania 1996 — 1998
Sociology
Lock Haven University of Pennsylvania 1993 — 1996
Bachelor of Arts (B.A.), Sociology
Dawn Vespa Dawn Vespa's Vanguard Experience October 2006 - March 2008
Job Team Lead, Client Services at Cole Capital
Industry Financial Services
Experience
Cole Capital August 2014 - Present
Cole Capital December 2013 - Present
Cole Capital November 2010 - Present
Charles Schwab December 2009 - September 2010
Genworth Financial April 2008 - December 2009
Vanguard October 2006 - March 2008
Vanguard July 2004 - October 2006
Skills
Effective leadership..., Strong work ethics and..., Proficient in Microsoft..., Account Reconciliation, Finance, Investments, Mutual Funds, Project Planning, Training, Financial Services, Accounting, Customer Service, Series 63
Education
Eastern Illinois University 1997 — 2002
Bachelor of Science (B.S.), Marketing
Cole Capital August 2014 - Present
Cole Capital December 2013 - Present
Cole Capital November 2010 - Present
Charles Schwab December 2009 - September 2010
Genworth Financial April 2008 - December 2009
Vanguard October 2006 - March 2008
Vanguard July 2004 - October 2006
Skills
Effective leadership..., Strong work ethics and..., Proficient in Microsoft..., Account Reconciliation, Finance, Investments, Mutual Funds, Project Planning, Training, Financial Services, Accounting, Customer Service, Series 63
Education
Eastern Illinois University 1997 — 2002
Bachelor of Science (B.S.), Marketing
Wes Collins Wes Collins's Vanguard Experience January 2009 - April 2010
Job Manager, Participant Advice Services at CAPTRUST
Industry Financial Services
Experience
CAPTRUST January 2014 - Present
CAPTRUST April 2010 - December 2013
Vanguard January 2009 - April 2010
Vanguard 2007 - 2009
Skills
Retirement, Asset Allocation, Institutional..., Investments, Mutual Funds, Financial Analysis, Portfolio Management, Retirement Planning, CRM, Retirement Savings, 401k, Presenter, Financial Advisory
Education
East Carolina University 2004 — 2006
Master of Business Administration (MBA), Finance, General
East Carolina University 2001 — 2004
Bachelor of Business Administration (BBA), Finance and Financial Management Services
CAPTRUST January 2014 - Present
CAPTRUST April 2010 - December 2013
Vanguard January 2009 - April 2010
Vanguard 2007 - 2009
Skills
Retirement, Asset Allocation, Institutional..., Investments, Mutual Funds, Financial Analysis, Portfolio Management, Retirement Planning, CRM, Retirement Savings, 401k, Presenter, Financial Advisory
Education
East Carolina University 2004 — 2006
Master of Business Administration (MBA), Finance, General
East Carolina University 2001 — 2004
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Lee Goodin Lee Goodin's Vanguard Experience August 2015 - Present
Job Finance
Industry Financial Services
Experience
Vanguard August 2015 - Present
UBS December 2012 - October 2014
Edward Jones 2012 - 2012
Barton Associates Inc. October 2010 - June 2011
Skills
Series 7, Series 66, Customer Service, Finance, Leadership, Sales, Investments, Microsoft Office, Marketing, Management, Team Building, Financial Analysis
Education
Eastern Connecticut State University
Bachelors of General Studies, Concentration in Business and Math
Vanguard August 2015 - Present
UBS December 2012 - October 2014
Edward Jones 2012 - 2012
Barton Associates Inc. October 2010 - June 2011
Skills
Series 7, Series 66, Customer Service, Finance, Leadership, Sales, Investments, Microsoft Office, Marketing, Management, Team Building, Financial Analysis
Education
Eastern Connecticut State University
Bachelors of General Studies, Concentration in Business and Math
Jacob Caldwell's Vanguard Experience August 2014 - Present
Job Client Relationship Associate, Retail Investor Group at Vanguard
Industry Financial Services
Experience
Vanguard August 2014 - Present
Northern Trust Corporation August 2013 - February 2014
Pinnacle Financial Group November 2012 - December 2012
CME Group June 2011 - July 2011
Education
Eastern Illinois University 2008 — 2012
Political Science, Economics
Lyons Township High School 2004 — 2008
Vanguard August 2014 - Present
Northern Trust Corporation August 2013 - February 2014
Pinnacle Financial Group November 2012 - December 2012
CME Group June 2011 - July 2011
Education
Eastern Illinois University 2008 — 2012
Political Science, Economics
Lyons Township High School 2004 — 2008
Jeffrey Ortega's Vanguard Experience May 2011 - February 2012
Job Registered Client Service Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2014 - Present
TD Ameritrade Institutional August 2013 - February 2014
The Vanguard Group March 2012 - August 2013
Vanguard May 2011 - February 2012
Vanguard September 2008 - April 2011
Vanguard January 2008 - August 2008
Wells Fargo July 2007 - December 2007
Skills
Series 7, Series 63, Series 6, Equities, Microsoft Excel, Microsoft Office, Financial Analysis, Project Management, Customer Service, PowerPoint, Microsoft Word, Strategic Planning, Risk Management, Investments, Banking, Business Analysis, Strategic Financial..., Negotiation, Budgets, Business Strategy, Asset Allocation, Retirement, Financial Services, Financial Planning
Education
New Mexico State University 2004 — 2007
Bachelor of Business Administration (BBA), Finance and International Business, 3.25
Eastern New Mexico University 2002 — 2003
Charles Schwab March 2014 - Present
TD Ameritrade Institutional August 2013 - February 2014
The Vanguard Group March 2012 - August 2013
Vanguard May 2011 - February 2012
Vanguard September 2008 - April 2011
Vanguard January 2008 - August 2008
Wells Fargo July 2007 - December 2007
Skills
Series 7, Series 63, Series 6, Equities, Microsoft Excel, Microsoft Office, Financial Analysis, Project Management, Customer Service, PowerPoint, Microsoft Word, Strategic Planning, Risk Management, Investments, Banking, Business Analysis, Strategic Financial..., Negotiation, Budgets, Business Strategy, Asset Allocation, Retirement, Financial Services, Financial Planning
Education
New Mexico State University 2004 — 2007
Bachelor of Business Administration (BBA), Finance and International Business, 3.25
Eastern New Mexico University 2002 — 2003
Kathryn Haring Kathryn Haring's Vanguard Experience July 2014 - Present
Job Client Relationship Associate at Vanguard
Industry
Experience
Vanguard July 2014 - Present
Eastern University August 2013 - May 2014
Eastern University August 2013 - May 2014
United Activities Unlimited June 2011 - August 2013
Eastern University January 2013 - May 2013
Eastern University August 2012 - May 2013
Eastern University August 2012 - May 2013
Eastern University August 2011 - May 2012
Eastern University August 2011 - December 2011
United Activities Unlimited June 2009 - August 2011
Skills
Project Planning, Program Management, Event Planning, Teaching, Community Outreach, Microsoft Office, Research, Student Affairs, Proposal Writing, Facebook, Social Media, Social Networking, Nonprofits, PowerPoint, Microsoft Word, Leadership, Critical Thinking, Fundraising, Time Management, Event Management, Higher Education, Program Development, Administration, Public Relations, Customer Service, Microsoft Excel, Tutoring, Editing, Psychology, Public Speaking, Career Counseling, Grant Writing, Access, Student Development, Social Services
Education
Eastern University 2010 — 2014
Bachelor of Arts (B.A.), Psychology
St. Joseph Hill Academy
Vanguard July 2014 - Present
Eastern University August 2013 - May 2014
Eastern University August 2013 - May 2014
United Activities Unlimited June 2011 - August 2013
Eastern University January 2013 - May 2013
Eastern University August 2012 - May 2013
Eastern University August 2012 - May 2013
Eastern University August 2011 - May 2012
Eastern University August 2011 - December 2011
United Activities Unlimited June 2009 - August 2011
Skills
Project Planning, Program Management, Event Planning, Teaching, Community Outreach, Microsoft Office, Research, Student Affairs, Proposal Writing, Facebook, Social Media, Social Networking, Nonprofits, PowerPoint, Microsoft Word, Leadership, Critical Thinking, Fundraising, Time Management, Event Management, Higher Education, Program Development, Administration, Public Relations, Customer Service, Microsoft Excel, Tutoring, Editing, Psychology, Public Speaking, Career Counseling, Grant Writing, Access, Student Development, Social Services
Education
Eastern University 2010 — 2014
Bachelor of Arts (B.A.), Psychology
St. Joseph Hill Academy
Erin Finnegan's Vanguard Experience November 2000 - Present
Job Manager at Vanguard
Industry Financial Services
Experience
Vanguard November 2000 - Present
Trion January 1999 - November 2000
Skills
Leadership, CRM
Education
East Stroudsburg University of Pennsylvania 1994 — 1997
Bachelors, Management and Human Resources
Vanguard November 2000 - Present
Trion January 1999 - November 2000
Skills
Leadership, CRM
Education
East Stroudsburg University of Pennsylvania 1994 — 1997
Bachelors, Management and Human Resources
James Laughlin James Laughlin's Vanguard Experience August 2012 - May 2014
Job Web Broadcast Coordinator at Eastern University Athletics Sports Information Department
Industry Political Organization
Experience
Eastern University Athletics Sports Information Department August 2014 - Present
Private Residence May 2014 - August 2014
Vanguard August 2012 - May 2014
Collegiate Water Polo Association March 2013 - July 2013
Bill Toal for State Representative July 2012 - November 2012
Eastern University Student Government August 2011 - 2012
WEUR Eastern University Radio 2008 - 2012
Delaware County District Attorney's Office July 2011 - August 2011
Tom Corbett for Governor 2010 March 2010 - November 2010
Lance Rogers for State Senate 2008 2008 - 2008
Skills
Social Networking, Public Speaking, Political Campaigns, Editing, Leadership, Public Relations, Writing, Broadcast Journalism, Microsoft Word, PowerPoint, Microsoft Office, Nonprofits, Blogging, Final Cut Pro, Soundtrack Editor, SAM Broadcaster, Garageband, Audacity, Icecast, Social Media, Fundraising, Management, Recruitment, Customer Service, Strategic Planning, Podcasting, Journalism, Ethnography, Cultural Anthropology, International Relations, Communication, Sales, Exotic Animals, Invasive Plants Removal, Tour Guide, Experience Working with...
Education
Eastern University 2014 — 2017
Master's Degree, Counseling with concentration on Trauma Studies
Eastern University 2008 — 2012
BA, Political Science, Anthropology, Communications
Federal Emergency Management Agency Independent Study Program 2010 — 2011
Emergency Management
KYW Newsradio News Study Program 2007 — 2007
Broadcast Journalism
Haverford High School 2002 — 2007
Riverbend Environmental Education Center 1995 — 2000
Eastern University Athletics Sports Information Department August 2014 - Present
Private Residence May 2014 - August 2014
Vanguard August 2012 - May 2014
Collegiate Water Polo Association March 2013 - July 2013
Bill Toal for State Representative July 2012 - November 2012
Eastern University Student Government August 2011 - 2012
WEUR Eastern University Radio 2008 - 2012
Delaware County District Attorney's Office July 2011 - August 2011
Tom Corbett for Governor 2010 March 2010 - November 2010
Lance Rogers for State Senate 2008 2008 - 2008
Skills
Social Networking, Public Speaking, Political Campaigns, Editing, Leadership, Public Relations, Writing, Broadcast Journalism, Microsoft Word, PowerPoint, Microsoft Office, Nonprofits, Blogging, Final Cut Pro, Soundtrack Editor, SAM Broadcaster, Garageband, Audacity, Icecast, Social Media, Fundraising, Management, Recruitment, Customer Service, Strategic Planning, Podcasting, Journalism, Ethnography, Cultural Anthropology, International Relations, Communication, Sales, Exotic Animals, Invasive Plants Removal, Tour Guide, Experience Working with...
Education
Eastern University 2014 — 2017
Master's Degree, Counseling with concentration on Trauma Studies
Eastern University 2008 — 2012
BA, Political Science, Anthropology, Communications
Federal Emergency Management Agency Independent Study Program 2010 — 2011
Emergency Management
KYW Newsradio News Study Program 2007 — 2007
Broadcast Journalism
Haverford High School 2002 — 2007
Riverbend Environmental Education Center 1995 — 2000
Davina Lloyd Davina Lloyd's Vanguard Experience January 2007 - Present
Job Financial Associate at Vanguard
Industry Financial Services
Experience
Vanguard January 2007 - Present
Skills
Access, Bloomberg, Data Analysis, Equities, Event Management, Fixed Income, Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Team Building, Microsoft Word, Insurance, Research, Time Management, Project Management, Social Media Marketing, Leadership, Leadership Development, Community Outreach, Budgets, Coaching, Nonprofits, Strategic Planning
Education
Eastern University
Bachelor of Business Administration (BBA), Business Administration
Vanguard January 2007 - Present
Skills
Access, Bloomberg, Data Analysis, Equities, Event Management, Fixed Income, Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Team Building, Microsoft Word, Insurance, Research, Time Management, Project Management, Social Media Marketing, Leadership, Leadership Development, Community Outreach, Budgets, Coaching, Nonprofits, Strategic Planning
Education
Eastern University
Bachelor of Business Administration (BBA), Business Administration
Daniel Inglin Daniel Inglin's Vanguard Experience May 2014 - August 2014
Job Student at RIT
Industry Computer Software
Experience
Liberty Mutual Insurance January 2015 - July 2015
Vanguard May 2014 - August 2014
Niece Lumber June 2013 - August 2013
South County Soccer League 2007 - 2012
Skills
Programming, Beekeeping, Soccer, Video Games, Data Structures, Software, C++, Java, JavaScript, Microsoft Excel
Education
Rochester Institute of Technology 2012 — 2015
Raritan Valley Community College 2013 — 2013
East Stroudsburg University of Pennsylvania 2011 — 2012
Liberty Mutual Insurance January 2015 - July 2015
Vanguard May 2014 - August 2014
Niece Lumber June 2013 - August 2013
South County Soccer League 2007 - 2012
Skills
Programming, Beekeeping, Soccer, Video Games, Data Structures, Software, C++, Java, JavaScript, Microsoft Excel
Education
Rochester Institute of Technology 2012 — 2015
Raritan Valley Community College 2013 — 2013
East Stroudsburg University of Pennsylvania 2011 — 2012
Edward Whitlock Edward Whitlock's Vanguard Experience April 1996 - March 2008
Job Sr. Relationship Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2014 - Present
Wells Fargo March 2008 - July 2014
Vanguard April 1996 - March 2008
Skills
Financial Accounting, Financial Management..., Retirement Plan..., Retirement Benefits, Cross Selling, Operations Management, Investment Management, Portfolio Assessment, Portfolio Management, Benefits Design, Deferred Compensation, Financial Reporting, Financial Services, Investment Sales, Strategic Consulting, Asset Management, Strategic Planning, Strategic Communications, Employee Benefits, Asset Allocation, Customer Retention, Relationship Management, Long-term Customer..., Vendor Relationships, Contract Negotiation, Drafting Agreements, Organizational..., Banking Relationships, Benefits Negotiation, Taft-Hartley, Union Experience, ESOP, ERISA, Project Management, Organization &..., Employee Training, Value Based Selling, New Business Development, Qualified Retirement..., Strategy, Management, Investments, Mutual Funds, Customer Service, Series 63
Education
Eastern University 2003 — 2005
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services
Eastern University 1997 — 1999
Bachelor of Business Administration (B.B.A.), Organizational Management
TIAA-CREF July 2014 - Present
Wells Fargo March 2008 - July 2014
Vanguard April 1996 - March 2008
Skills
Financial Accounting, Financial Management..., Retirement Plan..., Retirement Benefits, Cross Selling, Operations Management, Investment Management, Portfolio Assessment, Portfolio Management, Benefits Design, Deferred Compensation, Financial Reporting, Financial Services, Investment Sales, Strategic Consulting, Asset Management, Strategic Planning, Strategic Communications, Employee Benefits, Asset Allocation, Customer Retention, Relationship Management, Long-term Customer..., Vendor Relationships, Contract Negotiation, Drafting Agreements, Organizational..., Banking Relationships, Benefits Negotiation, Taft-Hartley, Union Experience, ESOP, ERISA, Project Management, Organization &..., Employee Training, Value Based Selling, New Business Development, Qualified Retirement..., Strategy, Management, Investments, Mutual Funds, Customer Service, Series 63
Education
Eastern University 2003 — 2005
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services
Eastern University 1997 — 1999
Bachelor of Business Administration (B.B.A.), Organizational Management
Lauren Obee's Vanguard Experience June 2014 - Present
Job Administrative Assistant through Randstad at Vanguard
Industry Public Relations and Communications
Experience
Vanguard June 2014 - Present
Vanguard December 2013 - May 2014
Henri Bendel April 2013 - December 2013
Cortendo AB, BioPancreate Inc. September 2012 - March 2013
Pitt County Arts Council at Emerge August 2011 - December 2011
Tuyet Designs May 2010 - July 2010
Anthropologie May 2008 - August 2008
Skills
Event Planning, Public Relations, Facebook, Social Media, InDesign, Press Releases, Microsoft Office, Social Networking, Marketing Strategy, Sales, Customer Service, Time Management, Editing, PowerPoint, Event Management, CRM, Social Media Marketing
Education
East Carolina University 2007 — 2012
Bachelor of Science (B.S.), Public Relations
Conestoga High School 2003 — 2007
High School Diploma
Vanguard June 2014 - Present
Vanguard December 2013 - May 2014
Henri Bendel April 2013 - December 2013
Cortendo AB, BioPancreate Inc. September 2012 - March 2013
Pitt County Arts Council at Emerge August 2011 - December 2011
Tuyet Designs May 2010 - July 2010
Anthropologie May 2008 - August 2008
Skills
Event Planning, Public Relations, Facebook, Social Media, InDesign, Press Releases, Microsoft Office, Social Networking, Marketing Strategy, Sales, Customer Service, Time Management, Editing, PowerPoint, Event Management, CRM, Social Media Marketing
Education
East Carolina University 2007 — 2012
Bachelor of Science (B.S.), Public Relations
Conestoga High School 2003 — 2007
High School Diploma
Jean Marie Twisler, MBA's Vanguard Experience August 1997 - Present
Job Traffic Coordinator at Vanguard
Industry Financial Services
Experience
Vanguard August 1997 - Present
Skills
Process Improvement, Customer Service, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Strategic Planning, Team Building, Project Management, Building Relationships, Social Media, Financial Analysis, Analysis, Negotiation, Contract Negotiation, Management
Education
Eastern University 2007 — 2009
Masters of Business Administration, Management
Neumann College 1990 — 1995
Bachelor of Science, Liberal Studies
SkillPath
SkillPath
Vanguard August 1997 - Present
Skills
Process Improvement, Customer Service, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Strategic Planning, Team Building, Project Management, Building Relationships, Social Media, Financial Analysis, Analysis, Negotiation, Contract Negotiation, Management
Education
Eastern University 2007 — 2009
Masters of Business Administration, Management
Neumann College 1990 — 1995
Bachelor of Science, Liberal Studies
SkillPath
SkillPath
Isabel Pryor Isabel Pryor's Vanguard Experience February 2001 - March 2003
Job Chief Executive Officer & Director at Key National Trust Company of Delaware
Industry Banking
Experience
Key National Trust Company of Delaware January 2012 - Present
KeyBank, NA November 2011 - Present
Wells Fargo Bank March 2010 - October 2011
Wilmington Trust May 2003 - March 2010
Vanguard February 2001 - March 2003
The Bryn Mawr Trust Company 1997 - 2001
Skills
Private Wealth..., Cultivating..., Trust Management, Estate Planning, Wealth Management, High Net Worth..., Wealth, Wealth Management..., Investment Advisory, Financial Risk, Trust Services, Management, Trusts, Hedge Funds, Investments, Alternative Investments, Financial Services, Leadership, Retirement, Financial Planners, Private Banking, Investment Management, Insurance, Retirement Planning, Asset Allocation, Finance, Relationship Management, Strategic Financial..., Risk Management, Securities, Portfolio Management, Mortgage Lending, Asset Management, Investment Strategies, Mutual Funds, Loans, Banking, Bonds, Equities, Series 63, Commercial Lending, Series 7, Credit
Education
Eastern University 2002 — 2004
MBA, Business
University of Massachusetts Boston 1992 — 1995
BA, Political Science/History
Key National Trust Company of Delaware January 2012 - Present
KeyBank, NA November 2011 - Present
Wells Fargo Bank March 2010 - October 2011
Wilmington Trust May 2003 - March 2010
Vanguard February 2001 - March 2003
The Bryn Mawr Trust Company 1997 - 2001
Skills
Private Wealth..., Cultivating..., Trust Management, Estate Planning, Wealth Management, High Net Worth..., Wealth, Wealth Management..., Investment Advisory, Financial Risk, Trust Services, Management, Trusts, Hedge Funds, Investments, Alternative Investments, Financial Services, Leadership, Retirement, Financial Planners, Private Banking, Investment Management, Insurance, Retirement Planning, Asset Allocation, Finance, Relationship Management, Strategic Financial..., Risk Management, Securities, Portfolio Management, Mortgage Lending, Asset Management, Investment Strategies, Mutual Funds, Loans, Banking, Bonds, Equities, Series 63, Commercial Lending, Series 7, Credit
Education
Eastern University 2002 — 2004
MBA, Business
University of Massachusetts Boston 1992 — 1995
BA, Political Science/History
Craig Bachman Jr Craig Bachman Jr's Vanguard Experience April 2008 - December 2009
Job Director of User Experience at Alliance Global Services
Industry Information Technology and Services
Experience
Alliance Global Services July 2014 - Present
PointRoll March 2012 - July 2014
Catalina Marketing February 2009 - March 2012
UST Global April 2007 - March 2012
Vanguard April 2008 - December 2009
GroundLevel Inc. January 2001 - March 2008
INetU Managed Hosting 1999 - 2000
Active Data Exchange 1998 - 1999
Skills
User Experience, User Interface Design, Information Architecture, Interaction Design, Human Computer..., Card Sorting, HTML, CSS, Graphic Design, Agile Methodologies, Mobile DJ, User-centered Design, Adobe Creative Suite, Concept Development, UX Research, User Experience Testing, User Stories, Business Analysis, Javascript, Rally, Audiophile, Product Ownership, SEO, Web Development, Web Applications, Usability Testing, Creative Direction, JavaScript
Education
East Stroudsburg University of Pennsylvania 1995 — 1998
Bachelor of Arts, Media Communication and Technology
Edinboro University of Pennsylvania 1994 — 1995
Alliance Global Services July 2014 - Present
PointRoll March 2012 - July 2014
Catalina Marketing February 2009 - March 2012
UST Global April 2007 - March 2012
Vanguard April 2008 - December 2009
GroundLevel Inc. January 2001 - March 2008
INetU Managed Hosting 1999 - 2000
Active Data Exchange 1998 - 1999
Skills
User Experience, User Interface Design, Information Architecture, Interaction Design, Human Computer..., Card Sorting, HTML, CSS, Graphic Design, Agile Methodologies, Mobile DJ, User-centered Design, Adobe Creative Suite, Concept Development, UX Research, User Experience Testing, User Stories, Business Analysis, Javascript, Rally, Audiophile, Product Ownership, SEO, Web Development, Web Applications, Usability Testing, Creative Direction, JavaScript
Education
East Stroudsburg University of Pennsylvania 1995 — 1998
Bachelor of Arts, Media Communication and Technology
Edinboro University of Pennsylvania 1994 — 1995
Eric Michael Richards Eric Michael Richards's Vanguard Experience December 2014 - Present
Job Brokerage Specialist at Vanguard
Industry Financial Services
Experience
Vanguard December 2014 - Present
Vanguard January 2014 - December 2014
Rocket Ventures, LLC May 2013 - December 2013
Small Business Institute® August 2012 - December 2012
Personal Auto Service January 2012 - July 2012
ECU Office of Economic Development May 2009 - July 2009
Skills
Customer Service, Small Business, Sales, Consulting, Private Equity Funding, Financial Analysis, Entrepreneurial..., Start-up Consulting, Due Diligence, Entrepreneurship, Strategy, Leadership, Microsoft Excel, Microsoft Office, Microsoft Word, Finance
Education
East Carolina University - College of Business 2008 — 2013
Bachelor of Science (BS), Entrepreneurship/Entrepreneurial Studies, Finance
Vanguard December 2014 - Present
Vanguard January 2014 - December 2014
Rocket Ventures, LLC May 2013 - December 2013
Small Business Institute® August 2012 - December 2012
Personal Auto Service January 2012 - July 2012
ECU Office of Economic Development May 2009 - July 2009
Skills
Customer Service, Small Business, Sales, Consulting, Private Equity Funding, Financial Analysis, Entrepreneurial..., Start-up Consulting, Due Diligence, Entrepreneurship, Strategy, Leadership, Microsoft Excel, Microsoft Office, Microsoft Word, Finance
Education
East Carolina University - College of Business 2008 — 2013
Bachelor of Science (BS), Entrepreneurship/Entrepreneurial Studies, Finance
Katie Stem Katie Stem's Vanguard Experience April 2010 - August 2013
Job HQ HR Generalist at RICOH
Industry Human Resources
Experience
Ricoh Americas Corporation November 2014 - Present
New York & Company September 2013 - October 2014
Vanguard April 2010 - August 2013
Pathfinders April 2008 - April 2010
Skills
Project management, Excellent verbal and..., High Organizational..., Outstanding time..., Interpersonal Skill, High Level Of..., Human Resources, Strategic Sourcing, Employment, Employee Relations, PeopleSoft, Lotus Notes, Multitasking Skills, Screening Resumes
Education
East Stroudsburg University of Pennsylvania 2004 — 2007
Bachelor's degree, Hotel, Motel, and Restaurant Management
Ricoh Americas Corporation November 2014 - Present
New York & Company September 2013 - October 2014
Vanguard April 2010 - August 2013
Pathfinders April 2008 - April 2010
Skills
Project management, Excellent verbal and..., High Organizational..., Outstanding time..., Interpersonal Skill, High Level Of..., Human Resources, Strategic Sourcing, Employment, Employee Relations, PeopleSoft, Lotus Notes, Multitasking Skills, Screening Resumes
Education
East Stroudsburg University of Pennsylvania 2004 — 2007
Bachelor's degree, Hotel, Motel, and Restaurant Management
Lari Hudson's Vanguard Experience September 2014 - Present
Job Program Manager, Global Performance Management at Vanguard
Industry Financial Services
Experience
Vanguard September 2014 - Present
Vanguard March 2009 - Present
Vanguard January 2007 - March 2009
Vanguard September 2004 - January 2006
Vanguard June 2000 - September 2004
Vanguard June 1999 - June 2000
First Union March 1990 - April 1999
Skills
Talent Acquisition, Onboarding, Applicant Tracking..., Employee Relations, Performance Management, PeopleSoft, College Recruiting, Human Resources, Recruiting, HRIS, Management, Hiring, Coaching, Career Counseling, Process Improvement, Leadership, Strategic Planning, Vendor Management, Financial Services, Project Management, Talent Management, Employee Benefits, Team Building, Organizational...
Education
Saint Joseph's University - Erivan K. Haub School of Business 2003 — 2006
MBA, Human Resources Management
Eastern University 2001 — 2006
BA, Organizational Management
Vanguard September 2014 - Present
Vanguard March 2009 - Present
Vanguard January 2007 - March 2009
Vanguard September 2004 - January 2006
Vanguard June 2000 - September 2004
Vanguard June 1999 - June 2000
First Union March 1990 - April 1999
Skills
Talent Acquisition, Onboarding, Applicant Tracking..., Employee Relations, Performance Management, PeopleSoft, College Recruiting, Human Resources, Recruiting, HRIS, Management, Hiring, Coaching, Career Counseling, Process Improvement, Leadership, Strategic Planning, Vendor Management, Financial Services, Project Management, Talent Management, Employee Benefits, Team Building, Organizational...
Education
Saint Joseph's University - Erivan K. Haub School of Business 2003 — 2006
MBA, Human Resources Management
Eastern University 2001 — 2006
BA, Organizational Management
Bradley Litts Bradley Litts's Vanguard Experience 2013 - Present
Job Investment Professional
Industry Financial Services
Experience
Vanguard 2013 - Present
Target Stores Inc. 2010 - 2013
King Of Swing Batting Cage January 2005 - October 2008
Skills
Financial Modeling, Financial Analysis, Management, Sales, Sales Management, Economics, Economic Modeling, International Economics, Supervisory Skills, Economic Policy, Money Management, Investments, Investment Management, Portfolio Management, Communication Skills, Outstanding..., Marketing, Advertising Management, Statistical Data..., Microsoft Office, History of Economic..., Series 7, Inventory Control, Forecasting, Leadership, Finance, Series 63, Mutual Funds, Relationship Management, Asset Allocation
Education
East Stroudsburg University of Pennsylvania 2009 — 2013
Bachelor of Science (BS), Business Administration and Management, General
Vanguard 2013 - Present
Target Stores Inc. 2010 - 2013
King Of Swing Batting Cage January 2005 - October 2008
Skills
Financial Modeling, Financial Analysis, Management, Sales, Sales Management, Economics, Economic Modeling, International Economics, Supervisory Skills, Economic Policy, Money Management, Investments, Investment Management, Portfolio Management, Communication Skills, Outstanding..., Marketing, Advertising Management, Statistical Data..., Microsoft Office, History of Economic..., Series 7, Inventory Control, Forecasting, Leadership, Finance, Series 63, Mutual Funds, Relationship Management, Asset Allocation
Education
East Stroudsburg University of Pennsylvania 2009 — 2013
Bachelor of Science (BS), Business Administration and Management, General
Marvin Craig Ramsey, MBA's Vanguard Experience April 2006 - January 2010
Job FDIC Financial Analyst Team Lead
Industry Financial Services
Experience
FDIC March 2010 - Present
Vanguard April 2006 - January 2010
Vanguard September 2001 - April 2006
Vanguard April 1999 - September 2001
Skills
Portfolio Management, Investments, Financial Services, Banking, Financial Analysis, Relationship Management, Project Management, Asset Allocation, Wealth Management, Mutual Funds, Finance, Process Improvement, Corporate Finance, Business Analysis, Retirement, Series 63, Fixed Income, Securities, Management, Analysis, Team Building, Capital Markets, New Business Development, Strategic Planning, Marketing Strategy, Research, Business Strategy, Compliance, Sales Management, Credit Analysis, Accounting, Commercial Banking, Change Management, Risk Management, Sales, Marketing, Investment Banking, Team Leadership, Training, Series 6, Leadership, CRM, Loans, Asset Management, Financial Risk, Regulatory Compliance
Education
University of Phoenix 2006 — 2008
Master of Business Administration (M.B.A.)
East Texas Baptist University 1995 — 1997
Bachelor's degree
FDIC March 2010 - Present
Vanguard April 2006 - January 2010
Vanguard September 2001 - April 2006
Vanguard April 1999 - September 2001
Skills
Portfolio Management, Investments, Financial Services, Banking, Financial Analysis, Relationship Management, Project Management, Asset Allocation, Wealth Management, Mutual Funds, Finance, Process Improvement, Corporate Finance, Business Analysis, Retirement, Series 63, Fixed Income, Securities, Management, Analysis, Team Building, Capital Markets, New Business Development, Strategic Planning, Marketing Strategy, Research, Business Strategy, Compliance, Sales Management, Credit Analysis, Accounting, Commercial Banking, Change Management, Risk Management, Sales, Marketing, Investment Banking, Team Leadership, Training, Series 6, Leadership, CRM, Loans, Asset Management, Financial Risk, Regulatory Compliance
Education
University of Phoenix 2006 — 2008
Master of Business Administration (M.B.A.)
East Texas Baptist University 1995 — 1997
Bachelor's degree
Keith Conklin Keith Conklin's Vanguard Experience October 2011 - November 2012
Job Infrastructure Engineer at Capital One
Industry Information Technology and Services
Experience
Capital One January 2014 - Present
Capital One January 2014 - Present
Next Source Worforce Solutions October 2012 - December 2013
Vanguard October 2011 - November 2012
Capital One July 2011 - October 2011
Forum-Consulting October 2009 - July 2011
Kgb, INC (formerly INFONXX) July 2003 - September 2009
Radian Guaranty, Inc April 2000 - January 2003
Wyeth-Ayerst ( Now Pfizer) September 1997 - April 2000
Federal Reserve Bank of PA January 1996 - January 1997
Skills
Project Portfolio..., Vendor Management, Servers, Data Center, Process Improvement, Call Center, Project Planning, Change Management, Program Management, Mentoring, Team Building, Strategic Planning, Business Process..., Project Implementation, Project Management, Leadership, Management, Budgets, PMP, Business Analysis, Product Management, Cross-functional Team..., SDLC, PMO, IT Strategy, Integration, Team Leadership, Software Project..., Requirements Analysis, Technology Solutions, ITIL, Security, Call Centers, IT Management, Software Documentation, Outsourcing, Visio, MS Project, SharePoint, Agile Project Management, Telecommunications, Business Intelligence, Disaster Recovery, IT Service Management, Business Process, Project Delivery, Enterprise Architecture, Analysis, Requirements Gathering, CRM
Education
Villanova University 2011 — 2011
Certificate
Villanova University 2010 — 2010
Eastern University 1997 — 1999
BA
Capital One January 2014 - Present
Capital One January 2014 - Present
Next Source Worforce Solutions October 2012 - December 2013
Vanguard October 2011 - November 2012
Capital One July 2011 - October 2011
Forum-Consulting October 2009 - July 2011
Kgb, INC (formerly INFONXX) July 2003 - September 2009
Radian Guaranty, Inc April 2000 - January 2003
Wyeth-Ayerst ( Now Pfizer) September 1997 - April 2000
Federal Reserve Bank of PA January 1996 - January 1997
Skills
Project Portfolio..., Vendor Management, Servers, Data Center, Process Improvement, Call Center, Project Planning, Change Management, Program Management, Mentoring, Team Building, Strategic Planning, Business Process..., Project Implementation, Project Management, Leadership, Management, Budgets, PMP, Business Analysis, Product Management, Cross-functional Team..., SDLC, PMO, IT Strategy, Integration, Team Leadership, Software Project..., Requirements Analysis, Technology Solutions, ITIL, Security, Call Centers, IT Management, Software Documentation, Outsourcing, Visio, MS Project, SharePoint, Agile Project Management, Telecommunications, Business Intelligence, Disaster Recovery, IT Service Management, Business Process, Project Delivery, Enterprise Architecture, Analysis, Requirements Gathering, CRM
Education
Villanova University 2011 — 2011
Certificate
Villanova University 2010 — 2010
Eastern University 1997 — 1999
BA
Kyle Dosch Kyle Dosch's Vanguard Experience August 2015 - Present
Job Software Developer
Industry Computer Software
Experience
Vanguard August 2015 - Present
Camelot 3PL Software July 2014 - July 2015
East Carolina University May 2013 - May 2014
Skills
SQL, Object Oriented Software, Databases, Programming, PHP, HTML, ASP.NET, Database Design, Business Analysis, Oracle, Visio, PL/SQL, Visual Basic, Access, Data Analysis, Microsoft SQL Server, SharePoint, Analysis, CSS, Data Management
Education
East Carolina University 2009 — 2014
Bachelor of Science (B.S.), Computer Science
University of North Carolina at Charlotte 2013 — 2013
Bachelor of Science (BS), Computer Science
Vanguard August 2015 - Present
Camelot 3PL Software July 2014 - July 2015
East Carolina University May 2013 - May 2014
Skills
SQL, Object Oriented Software, Databases, Programming, PHP, HTML, ASP.NET, Database Design, Business Analysis, Oracle, Visio, PL/SQL, Visual Basic, Access, Data Analysis, Microsoft SQL Server, SharePoint, Analysis, CSS, Data Management
Education
East Carolina University 2009 — 2014
Bachelor of Science (B.S.), Computer Science
University of North Carolina at Charlotte 2013 — 2013
Bachelor of Science (BS), Computer Science
Patrick Sizemore, MBA, CFP® Patrick Sizemore, MBA, CFP®'s Vanguard Experience August 2015 - Present
Job Financial Planner at Vanguard
Industry Financial Services
Experience
Vanguard August 2015 - Present
Vanguard March 2010 - Present
Vanguard October 2007 - March 2010
Vanguard 2005 - 2007
@Sinclair Financial Solutions May 2005 - August 2005
Skills
Investment Consultant, Organizing, Customer Relations, Customer Service, Risk Management, Investments, Finance, Financial Analysis, Series 63, Series 7, Training, Mutual Funds, Banking, Asset Allocation, Teamwork, Wealth Management, Retirement Planning
Education
Winthrop University 2004 — 2012
Masters in Business Administration, Finance
East Tennessee State University 1999 — 2002
Bachelors, Criminology and Criminal Justice minor in Chemistry
Vanguard August 2015 - Present
Vanguard March 2010 - Present
Vanguard October 2007 - March 2010
Vanguard 2005 - 2007
@Sinclair Financial Solutions May 2005 - August 2005
Skills
Investment Consultant, Organizing, Customer Relations, Customer Service, Risk Management, Investments, Finance, Financial Analysis, Series 63, Series 7, Training, Mutual Funds, Banking, Asset Allocation, Teamwork, Wealth Management, Retirement Planning
Education
Winthrop University 2004 — 2012
Masters in Business Administration, Finance
East Tennessee State University 1999 — 2002
Bachelors, Criminology and Criminal Justice minor in Chemistry
Faizal McBride Faizal McBride's Vanguard Experience June 2010 - August 2010
Job Business Manager at Capital One in US Card
Industry Financial Services
Experience
Capital One August 2014 - Present
Capital One October 2011 - August 2014
The Henry Fund January 2010 - December 2010
Vanguard June 2010 - August 2010
Canon Business Solutions July 2006 - August 2009
Skills
Valuation, Finance, Financial Analysis, Financial Modeling, Microsoft Excel, Data Analysis, Investments, Teradata, SQL, Portfolio Management, Business Development, Analytics, Credit Analysis, Credit, Credit Risk, Financial Services, SAS, Competitive Analysis, Management, Equities
Education
University of Iowa - Henry B. Tippie College of Business 2009 — 2011
Masters of Business Administration, Finance
Eastern Kentucky University 2001 — 2005
Bachelors of Arts, International Economics and Political Science
Madison Central High School
Capital One August 2014 - Present
Capital One October 2011 - August 2014
The Henry Fund January 2010 - December 2010
Vanguard June 2010 - August 2010
Canon Business Solutions July 2006 - August 2009
Skills
Valuation, Finance, Financial Analysis, Financial Modeling, Microsoft Excel, Data Analysis, Investments, Teradata, SQL, Portfolio Management, Business Development, Analytics, Credit Analysis, Credit, Credit Risk, Financial Services, SAS, Competitive Analysis, Management, Equities
Education
University of Iowa - Henry B. Tippie College of Business 2009 — 2011
Masters of Business Administration, Finance
Eastern Kentucky University 2001 — 2005
Bachelors of Arts, International Economics and Political Science
Madison Central High School
David Brown, CFP® David Brown, CFP®'s Vanguard Experience May 2009 - Present
Job
Industry Financial Services
Experience
Vanguard May 2009 - Present
Skills
Business Strategy, Leadership, Process Improvement, Series 63, Management, Strategic Planning, Entrepreneurship, Mutual Funds, Finance, Strategic Financial..., Project Management, Financial Analysis, Risk Management, Investments, Portfolio Management, Financial Modeling
Education
Saint Joseph's University - Erivan K. Haub School of Business 2008 — 2010
MBA, Finance
East Stroudsburg University of Pennsylvania 1984 — 1989
BS, Management
Vanguard May 2009 - Present
Skills
Business Strategy, Leadership, Process Improvement, Series 63, Management, Strategic Planning, Entrepreneurship, Mutual Funds, Finance, Strategic Financial..., Project Management, Financial Analysis, Risk Management, Investments, Portfolio Management, Financial Modeling
Education
Saint Joseph's University - Erivan K. Haub School of Business 2008 — 2010
MBA, Finance
East Stroudsburg University of Pennsylvania 1984 — 1989
BS, Management
Russell Crane, MBA Russell Crane, MBA's Vanguard Experience May 1997 - February 2000
Job Business & Planning Analyst, Institutional Client Service, at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust August 2013 - Present
Self January 2008 - August 2013
Merrill Lynch October 2011 - April 2012
Nationwide Insurance August 2007 - December 2010
JPMorgan Chase January 2005 - August 2007
JPMorgan Chase February 2000 - January 2005
Vanguard May 1997 - February 2000
Merion Matters 1996 - 1997
Journal Register Company 1995 - 1996
Thomson Reuters 1993 - 1995
Skills
Financial Advisory, Wealth Management, Private Banking, Special Needs, International Business, 401k Rollovers, Retirement Plan..., Series 7, Business Communications, Public Policy, Politics, Editing, Wealth Management..., Selling, Financial Planners, Private Equity, Leadership, Mutual Funds, Portfolio Management, CRM, Insurance, Mergers & Acquisitions, Training, Banking, International Capital..., Corporate Finance, Policy Writing, Manage Client..., Customer Contact, Consultative Selling, ACT CRM, Insurance Planning, Web Content, Autism Spectrum..., Salesforce.com, Special Needs Planning, Management, Start-ups, Marketing, Competitive Analysis, Business Planning, Email Marketing, Policy, Nonprofits, Finance, Small Business, Series 63, Relationship Management, Financial Risk, Consulting
Education
Eastern University 2001 — 2003
MBA, Business - New Ventures, 3.8 G.P.A.
Gettysburg College 1987 — 1992
B.A., English, Spanish
Wilmington Trust August 2013 - Present
Self January 2008 - August 2013
Merrill Lynch October 2011 - April 2012
Nationwide Insurance August 2007 - December 2010
JPMorgan Chase January 2005 - August 2007
JPMorgan Chase February 2000 - January 2005
Vanguard May 1997 - February 2000
Merion Matters 1996 - 1997
Journal Register Company 1995 - 1996
Thomson Reuters 1993 - 1995
Skills
Financial Advisory, Wealth Management, Private Banking, Special Needs, International Business, 401k Rollovers, Retirement Plan..., Series 7, Business Communications, Public Policy, Politics, Editing, Wealth Management..., Selling, Financial Planners, Private Equity, Leadership, Mutual Funds, Portfolio Management, CRM, Insurance, Mergers & Acquisitions, Training, Banking, International Capital..., Corporate Finance, Policy Writing, Manage Client..., Customer Contact, Consultative Selling, ACT CRM, Insurance Planning, Web Content, Autism Spectrum..., Salesforce.com, Special Needs Planning, Management, Start-ups, Marketing, Competitive Analysis, Business Planning, Email Marketing, Policy, Nonprofits, Finance, Small Business, Series 63, Relationship Management, Financial Risk, Consulting
Education
Eastern University 2001 — 2003
MBA, Business - New Ventures, 3.8 G.P.A.
Gettysburg College 1987 — 1992
B.A., English, Spanish
Adam Udinski's Vanguard Experience September 2013 - December 2013
Job Implementation Specialist at Frontline Technologies
Industry Religious Institutions
Experience
Frontline Technologies February 2015 - Present
Frontline Technologies August 2014 - January 2015
Christ Community Church of West Chester, PA March 2014 - July 2014
Thomas Willcox Company, Inc. February 2014 - April 2014
Vanguard September 2013 - December 2013
Christ Community Church of West Chester, PA September 2009 - August 2013
Christ Community Church of West Chester, PA May 2006 - August 2012
Skills
Leadership, Public Speaking, Music, Teaching, Youth Ministry, Teamwork, Microsoft Excel, Discipleship, Community Outreach, Organization, Sports, Team-oriented, Sports Enthusiast, Statistics, Coaching, Creative Writing, GIS, Social Networking, Mathematics, Geographic Information..., Coaching Baseball, SQL
Education
West Chester University of Pennsylvania 2011 — 2013
Bachelor's degree, Business Administration and Management, General
Eastern University 2009 — 2011
Frontline Technologies February 2015 - Present
Frontline Technologies August 2014 - January 2015
Christ Community Church of West Chester, PA March 2014 - July 2014
Thomas Willcox Company, Inc. February 2014 - April 2014
Vanguard September 2013 - December 2013
Christ Community Church of West Chester, PA September 2009 - August 2013
Christ Community Church of West Chester, PA May 2006 - August 2012
Skills
Leadership, Public Speaking, Music, Teaching, Youth Ministry, Teamwork, Microsoft Excel, Discipleship, Community Outreach, Organization, Sports, Team-oriented, Sports Enthusiast, Statistics, Coaching, Creative Writing, GIS, Social Networking, Mathematics, Geographic Information..., Coaching Baseball, SQL
Education
West Chester University of Pennsylvania 2011 — 2013
Bachelor's degree, Business Administration and Management, General
Eastern University 2009 — 2011
John Wehr John Wehr's Vanguard Experience June 2011 - July 2012
Job Account Representative at Fresco Systems
Industry Packaging and Containers
Experience
Fres-co System USA, Inc. April 2015 - Present
Fres-co System USA, Inc. September 2013 - April 2015
Vanguard June 2011 - July 2012
Skills
Series 6, Series 63
Education
East Stroudsburg University of Pennsylvania 2009 — 2011
Business Management, Marketing
Fres-co System USA, Inc. April 2015 - Present
Fres-co System USA, Inc. September 2013 - April 2015
Vanguard June 2011 - July 2012
Skills
Series 6, Series 63
Education
East Stroudsburg University of Pennsylvania 2009 — 2011
Business Management, Marketing
ChukwuEmeka Onyia's Vanguard Experience May 2013 - Present
Job Client Relationship Associate in Flagship at Vanguard
Industry Investment Management
Experience
US Army January 2015 - Present
Vanguard May 2013 - Present
University Suites of Greenville June 2012 - May 2013
The Fresh Market January 2011 - February 2012
Five Guys Enterprises August 2010 - January 2011
Sprint March 2009 - August 2010
TGI Fridays 2009 - 2010
Vector Marketing 2008 - 2009
Skills
Retail, Inventory Management, Merchandising, Customer Service, Microsoft Excel, Inventory Control, Microsoft Office, Store Management, Forecasting, Microsoft Word, Profit, PowerPoint, Income Statement, Sal, Cashiering, Outlook, Data Entry, Grocery, Accounting, Retail Sales, POS, Time Management, Customer Satisfaction, Finance, Leadership, Team-oriented, Series 7, Series 63, Market Research, Access, Marketing, Sales, Investments, Teamwork, CRM, Financial Services, Telephone Skills, Financial Analysis
Education
East Carolina University - College of Business 2010 — 2013
BA, Finance and Financial Management Services
Wake Technical Community College 2006 — 2009
Associate of Science (A.S.), Accounting, 3.0
Kean University 2005 — 2006
Accounting
Matawan Regional High School 2003 — 2005
US Army January 2015 - Present
Vanguard May 2013 - Present
University Suites of Greenville June 2012 - May 2013
The Fresh Market January 2011 - February 2012
Five Guys Enterprises August 2010 - January 2011
Sprint March 2009 - August 2010
TGI Fridays 2009 - 2010
Vector Marketing 2008 - 2009
Skills
Retail, Inventory Management, Merchandising, Customer Service, Microsoft Excel, Inventory Control, Microsoft Office, Store Management, Forecasting, Microsoft Word, Profit, PowerPoint, Income Statement, Sal, Cashiering, Outlook, Data Entry, Grocery, Accounting, Retail Sales, POS, Time Management, Customer Satisfaction, Finance, Leadership, Team-oriented, Series 7, Series 63, Market Research, Access, Marketing, Sales, Investments, Teamwork, CRM, Financial Services, Telephone Skills, Financial Analysis
Education
East Carolina University - College of Business 2010 — 2013
BA, Finance and Financial Management Services
Wake Technical Community College 2006 — 2009
Associate of Science (A.S.), Accounting, 3.0
Kean University 2005 — 2006
Accounting
Matawan Regional High School 2003 — 2005
Jonathan Cayton Jonathan Cayton's Vanguard Experience September 2013 - Present
Job Brokerage Professional at Vanguard Investment Group
Industry Investment Management
Experience
Vanguard September 2013 - Present
BB&T October 2009 - September 2013
BB&T October 2008 - October 2009
Skills
Investments, Financial Analysis, Finance, ThomsonOne, Customer Satisfaction, Analysis, Customer Service, Securities, Banking, Microsoft Excel, Process Improvement, Credit, Financial Services, Sales, Outlook, Credit Analysis, Microsoft Office, PowerPoint, Microsoft Word, Team Building, Account Management, MS Excel Pivot Tables
Education
East Carolina University - College of Business 2010 — 2013
Masters of Business Administration, Finance
East Carolina University - College of Business 2006 — 2008
Bachelor of Science, Business Administration, Finance
Pitt Community College
Vanguard September 2013 - Present
BB&T October 2009 - September 2013
BB&T October 2008 - October 2009
Skills
Investments, Financial Analysis, Finance, ThomsonOne, Customer Satisfaction, Analysis, Customer Service, Securities, Banking, Microsoft Excel, Process Improvement, Credit, Financial Services, Sales, Outlook, Credit Analysis, Microsoft Office, PowerPoint, Microsoft Word, Team Building, Account Management, MS Excel Pivot Tables
Education
East Carolina University - College of Business 2010 — 2013
Masters of Business Administration, Finance
East Carolina University - College of Business 2006 — 2008
Bachelor of Science, Business Administration, Finance
Pitt Community College
Eric Giovagnoli's Vanguard Experience June 2015 - Present
Job Processing Associate at Vanguard
Industry Higher Education
Experience
Vanguard June 2015 - Present
Compass Ion Advisors, LLC January 2015 - Present
Outback Steakhouse March 2013 - Present
Eastern University January 2012 - Present
Eastern University May 2014 - August 2014
Philadelphia Union April 2011 - May 2012
Skills
Leadership, Teamwork, Public Speaking, Time Management, Critical Thinking, Communication, Community Outreach, Soccer Coaching, Team Motivation, Tenacious Work Ethic, Microsoft Excel, Microsoft Office, Social Networking, PowerPoint, Higher Education, Organizational Learning, Microsoft Word, Interpersonal..., Quick Study, Finance, Nonprofits, Sales, Teaching, Customer Service, Series 63, Series 6, Coaching, Soccer
Education
Eastern University 2011 — 2015
Bachelor's Degree, Business Management
Spring-Ford Area High School 2008 — 2011
Spring-Ford Area High School
Vanguard June 2015 - Present
Compass Ion Advisors, LLC January 2015 - Present
Outback Steakhouse March 2013 - Present
Eastern University January 2012 - Present
Eastern University May 2014 - August 2014
Philadelphia Union April 2011 - May 2012
Skills
Leadership, Teamwork, Public Speaking, Time Management, Critical Thinking, Communication, Community Outreach, Soccer Coaching, Team Motivation, Tenacious Work Ethic, Microsoft Excel, Microsoft Office, Social Networking, PowerPoint, Higher Education, Organizational Learning, Microsoft Word, Interpersonal..., Quick Study, Finance, Nonprofits, Sales, Teaching, Customer Service, Series 63, Series 6, Coaching, Soccer
Education
Eastern University 2011 — 2015
Bachelor's Degree, Business Management
Spring-Ford Area High School 2008 — 2011
Spring-Ford Area High School
Alton Jones Alton Jones's Vanguard Experience
Job Small Business Online Migration
Industry Investment Management
Experience
Vanguard
Skills
Microsoft Excel, Series 63, Series 6, Relationship Management, Leadership, Investments, Financial Analysis, Series 7, Process Improvement, Public Speaking
Education
East Stroudsburg University of Pennsylvania 1975 — 1979
Education
Vanguard
Skills
Microsoft Excel, Series 63, Series 6, Relationship Management, Leadership, Investments, Financial Analysis, Series 7, Process Improvement, Public Speaking
Education
East Stroudsburg University of Pennsylvania 1975 — 1979
Education
Brian Crowe Brian Crowe's Vanguard Experience April 1997 - August 2007
Job Long Term Care Regional Director at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life Insurance Company January 2012 - Present
Lincoln Financial Distributors September 2007 - January 2012
Vanguard April 1997 - August 2007
Skills
Long-term Care, Consultative Sales..., Building Business..., Financial Products, Public Speaking, Relationship Management, Sales & Marketing, Retirement Planning, Series 6, Series 63, Life & Health Insurance, East Regions, Wirehouse, Independent Planners, Financial Institutions
Education
East Stroudsburg University of Pennsylvania 1990 — 1995
Bachelor's degree, History
Pacific Life Insurance Company January 2012 - Present
Lincoln Financial Distributors September 2007 - January 2012
Vanguard April 1997 - August 2007
Skills
Long-term Care, Consultative Sales..., Building Business..., Financial Products, Public Speaking, Relationship Management, Sales & Marketing, Retirement Planning, Series 6, Series 63, Life & Health Insurance, East Regions, Wirehouse, Independent Planners, Financial Institutions
Education
East Stroudsburg University of Pennsylvania 1990 — 1995
Bachelor's degree, History
Chip Olson Chip Olson's Vanguard Experience 1993 - 1995
Job CEO The Olson Research Group
Industry Market Research
Experience
Olson Research Group 1995 - Present
Vanguard 1993 - 1995
Skills
Market Research, Quantitative Research, Marketing Research, Qualitative Research, Focus Groups, Online Research, Data Collection, Customer Insight, Competitive Intelligence, Advertising Research, Consumer Behaviour, Survey Design, Segmentation, SPSS, Analytics
Education
Eastern University 1986 — 1990
BA, Business Administration/Political Science
Olson Research Group 1995 - Present
Vanguard 1993 - 1995
Skills
Market Research, Quantitative Research, Marketing Research, Qualitative Research, Focus Groups, Online Research, Data Collection, Customer Insight, Competitive Intelligence, Advertising Research, Consumer Behaviour, Survey Design, Segmentation, SPSS, Analytics
Education
Eastern University 1986 — 1990
BA, Business Administration/Political Science
Brendon Wilson Brendon Wilson's Vanguard Experience July 2015 - Present
Job Flagship Client Service Specialist at Vanguard
Industry Financial Services
Experience
Vanguard July 2015 - Present
Bryant University January 2015 - Present
Vanguard October 2012 - July 2015
ING Financial Partners June 2012 - September 2012
Wilson Law Firm May 2011 - May 2012
Skills
Series 7, Series 63, Retirement Planning, Insurance, Mutual Funds, Strategic Financial..., Investment Strategies, Series 6, Financial Services, Investment Advisory, Uniform Combined State..., 401k Rollovers, Wealth Management, IRAs, Retirement, Asset Allocation, Wealth Accumulation, 401k, Roth IRA, Financial Planning
Education
East Stroudsburg University of Pennsylvania 2008 — 2012
Bachelor of Arts (B.A.), Philosophy
Springfield High School
Universidad de Jaen
Vanguard July 2015 - Present
Bryant University January 2015 - Present
Vanguard October 2012 - July 2015
ING Financial Partners June 2012 - September 2012
Wilson Law Firm May 2011 - May 2012
Skills
Series 7, Series 63, Retirement Planning, Insurance, Mutual Funds, Strategic Financial..., Investment Strategies, Series 6, Financial Services, Investment Advisory, Uniform Combined State..., 401k Rollovers, Wealth Management, IRAs, Retirement, Asset Allocation, Wealth Accumulation, 401k, Roth IRA, Financial Planning
Education
East Stroudsburg University of Pennsylvania 2008 — 2012
Bachelor of Arts (B.A.), Philosophy
Springfield High School
Universidad de Jaen
Zackery Hawkins Zackery Hawkins's Vanguard Experience May 2015 - Present
Job Vanguard
Industry Financial Services
Experience
Vanguard May 2015 - Present
East Carolina University August 2012 - May 2015
Coastal AgroBusiness, Inc. May 2014 - August 2014
RuffaloCODY January 2012 - August 2012
Skills
Fundraising, Leadership, Event Planning, Public Speaking, Research, Nonprofits, Community Outreach, PowerPoint, Social Media, Microsoft Office, Volunteer Management, Microsoft Word, Microsoft Excel, Facebook, Social Networking, Public Relations, Customer Service, Editing, Event Management, Higher Education, Finance, Teamwork
Education
East Carolina University 2010 — 2014
Business Administration - Accounting and Managerial Finance, Accounting and Finance
Vanguard May 2015 - Present
East Carolina University August 2012 - May 2015
Coastal AgroBusiness, Inc. May 2014 - August 2014
RuffaloCODY January 2012 - August 2012
Skills
Fundraising, Leadership, Event Planning, Public Speaking, Research, Nonprofits, Community Outreach, PowerPoint, Social Media, Microsoft Office, Volunteer Management, Microsoft Word, Microsoft Excel, Facebook, Social Networking, Public Relations, Customer Service, Editing, Event Management, Higher Education, Finance, Teamwork
Education
East Carolina University 2010 — 2014
Business Administration - Accounting and Managerial Finance, Accounting and Finance
Jessica June Jessica June's Vanguard Experience October 2014 - Present
Job Corporate Marketing & Communications
Industry Financial Services
Experience
Vanguard October 2014 - Present
Vanguard June 2012 - Present
The Vanguard Group February 2011 - June 2012
Vanguard October 2008 - March 2011
Vanguard November 2007 - October 2008
Skills
Leadership, Retirement, Investments, Defined Benefit, Mutual Funds, 401k, Training, Financial Services
Education
East Stroudsburg University of Pennsylvania 2003 — 2007
Bachelors, Business Management
Vanguard October 2014 - Present
Vanguard June 2012 - Present
The Vanguard Group February 2011 - June 2012
Vanguard October 2008 - March 2011
Vanguard November 2007 - October 2008
Skills
Leadership, Retirement, Investments, Defined Benefit, Mutual Funds, 401k, Training, Financial Services
Education
East Stroudsburg University of Pennsylvania 2003 — 2007
Bachelors, Business Management
Chandra D. Arthur, MBA, MAFM Chandra D. Arthur, MBA, MAFM's Vanguard Experience November 1998 - October 2001
Job Consultant, Higher Learning Commission (AQIP)
Industry Accounting
Experience
Cuyahoga Community College August 2014 - Present
Creative Fiscal Solutions, LLC December 2001 - Present
Higher Learning Commission October 2002 - Present
Accrediting Council for Independent Colleges and Schools (ACICS) September 2004 - Present
Southern New Hampshire University March 2014 - Present
Peirce College 2009 - Present
University of Phoenix 2004 - Present
Bryant and Stratton College January 2013 - September 2014
Katharine Gibbs School July 2003 - December 2005
Vanguard November 1998 - October 2001
Skills
Financial Accounting, Risk Management, Investment Strategies, Fund Accounting, Management Accounting, Resource Planning, Accreditation, Strategic Planning, Accounting, Process Improvement, Management, ERP, Business Planning, Training, Leadership, Strategy, Program Management, Finance, Project Planning, Team Building, Public Speaking, Teaching, Nonprofits, Community Outreach, Higher Education, Leadership Development, Staff Development, Program Development, Adult Education, Coaching
Education
Walden University 2008 — 2015
Doctor of Philosophy (PhD), Management - Leadership and Organizational Change
Keller Graduate School of Management of DeVry University 2009 — 2012
Master of Accounting and Financial Management (M.A.F.M.), Accounting and Finance
Eastern University 1997 — 1999
Master of Business Administration (M.B.A.), Business Administration and Management, General
Keuka College 1980 — 1984
Bachelor of Arts (B.A.), Public Administration/Management
Cuyahoga Community College August 2014 - Present
Creative Fiscal Solutions, LLC December 2001 - Present
Higher Learning Commission October 2002 - Present
Accrediting Council for Independent Colleges and Schools (ACICS) September 2004 - Present
Southern New Hampshire University March 2014 - Present
Peirce College 2009 - Present
University of Phoenix 2004 - Present
Bryant and Stratton College January 2013 - September 2014
Katharine Gibbs School July 2003 - December 2005
Vanguard November 1998 - October 2001
Skills
Financial Accounting, Risk Management, Investment Strategies, Fund Accounting, Management Accounting, Resource Planning, Accreditation, Strategic Planning, Accounting, Process Improvement, Management, ERP, Business Planning, Training, Leadership, Strategy, Program Management, Finance, Project Planning, Team Building, Public Speaking, Teaching, Nonprofits, Community Outreach, Higher Education, Leadership Development, Staff Development, Program Development, Adult Education, Coaching
Education
Walden University 2008 — 2015
Doctor of Philosophy (PhD), Management - Leadership and Organizational Change
Keller Graduate School of Management of DeVry University 2009 — 2012
Master of Accounting and Financial Management (M.A.F.M.), Accounting and Finance
Eastern University 1997 — 1999
Master of Business Administration (M.B.A.), Business Administration and Management, General
Keuka College 1980 — 1984
Bachelor of Arts (B.A.), Public Administration/Management
Lindsey Dimino Lindsey Dimino's Vanguard Experience September 2010 - January 2013
Job Personal Residence
Industry Financial Services
Experience
Personal Residence January 2013 - Present
Vanguard September 2010 - January 2013
Vanguard January 2010 - September 2010
Vanguard May 2008 - January 2010
Vanguard May 2006 - May 2008
Vanguard June 2004 - May 2006
Skills
Series 63, Series 6, Relationship Management, Change Management, 401k, Team Leadership, Retirement Planning, CRM, Mutual Funds, Project Management, Retirement, Customer Service
Education
Eastern University 2000 — 2004
B.A., Major - Communication, Minors - Political Science, Psychology
Personal Residence January 2013 - Present
Vanguard September 2010 - January 2013
Vanguard January 2010 - September 2010
Vanguard May 2008 - January 2010
Vanguard May 2006 - May 2008
Vanguard June 2004 - May 2006
Skills
Series 63, Series 6, Relationship Management, Change Management, 401k, Team Leadership, Retirement Planning, CRM, Mutual Funds, Project Management, Retirement, Customer Service
Education
Eastern University 2000 — 2004
B.A., Major - Communication, Minors - Political Science, Psychology
John Speakman, MBA's Vanguard Experience July 2015 - Present
Job Supervisor Vanguard Retail investor Group
Industry Investment Management
Experience
Vanguard July 2015 - Present
Vanguard February 2013 - Present
Vanguard November 2010 - February 2013
Knight & Moscow LLC May 2008 - August 2010
Skills
Mutual Funds, Investments, Series 63, Financial Services, Asset Management, Retirement Planning, Financial Analysis, Equities, Asset Allocation, Manage Client..., Series 6, Financial Markets
Education
West Chester University of Pennsylvania 2006 — 2010
Bachelor of Arts (BA), Political Science/ Finance
Eastern University 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management
Vanguard July 2015 - Present
Vanguard February 2013 - Present
Vanguard November 2010 - February 2013
Knight & Moscow LLC May 2008 - August 2010
Skills
Mutual Funds, Investments, Series 63, Financial Services, Asset Management, Retirement Planning, Financial Analysis, Equities, Asset Allocation, Manage Client..., Series 6, Financial Markets
Education
West Chester University of Pennsylvania 2006 — 2010
Bachelor of Arts (BA), Political Science/ Finance
Eastern University 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management
Matt Setley Matt Setley's Vanguard Experience July 2015 - Present
Job IT Consultant, The Vanguard Group
Industry Information Technology and Services
Experience
Vanguard July 2015 - Present
RipTide Networks, LLC March 2014 - Present
Zoetis June 2014 - December 2014
NWN Corporation May 2005 - March 2014
Comm Solutions February 2004 - May 2005
The Datastore, Inc. May 1998 - February 2004
Info Systems, Inc. 1996 - 1998
Skills
Network Security, Wireless, VMware, Virtualization, Security, Cisco Technologies, Firewalls, Disaster Recovery, Routing, Networking, EMC Storage, Data Center, Network Architecture, Enterprise Architecture, Network Design, Cloud Computing, Servers, Switches, Troubleshooting, LAN-WAN, Vendor Management, Solution Selling, Storage, Active Directory, Managed Services, Telecommunications, VPN, Integration, WAN, IT Management, Windows Server, Network Administration, Professional Services, IP, Pre-sales, VMware ESX, Management, SaaS, SAN, Microsoft Exchange, TCP/IP, DNS, Wireless Networking, IT Strategy, MPLS
Education
Allentown Business School 1996 — 1998
PC / Networking
East Stroudsburg University of Pennsylvania 1993 — 1994
Chemistry
Boyertown Area High School
Boyertown Area High School
Vanguard July 2015 - Present
RipTide Networks, LLC March 2014 - Present
Zoetis June 2014 - December 2014
NWN Corporation May 2005 - March 2014
Comm Solutions February 2004 - May 2005
The Datastore, Inc. May 1998 - February 2004
Info Systems, Inc. 1996 - 1998
Skills
Network Security, Wireless, VMware, Virtualization, Security, Cisco Technologies, Firewalls, Disaster Recovery, Routing, Networking, EMC Storage, Data Center, Network Architecture, Enterprise Architecture, Network Design, Cloud Computing, Servers, Switches, Troubleshooting, LAN-WAN, Vendor Management, Solution Selling, Storage, Active Directory, Managed Services, Telecommunications, VPN, Integration, WAN, IT Management, Windows Server, Network Administration, Professional Services, IP, Pre-sales, VMware ESX, Management, SaaS, SAN, Microsoft Exchange, TCP/IP, DNS, Wireless Networking, IT Strategy, MPLS
Education
Allentown Business School 1996 — 1998
PC / Networking
East Stroudsburg University of Pennsylvania 1993 — 1994
Chemistry
Boyertown Area High School
Boyertown Area High School
Daniel Blessing Daniel Blessing's Vanguard Experience December 2007 - Present
Job Project Leader at Vanguard
Industry Financial Services
Experience
Vanguard December 2007 - Present
Vanguard June 2005 - December 2007
Skills
Microsoft Excel, Microsoft Office, Customer Service, Public Speaking, Investments, PowerPoint, Microsoft Word, Process Improvement, Financial Analysis, Data Analysis, Strategic Planning
Education
Villanova University 2013 — 2018
Master of Business Administration (M.B.A.), International Business and Strategic Management
Eastern University 2001 — 2005
Bachelors of Science, Management and Marketing
Vanguard December 2007 - Present
Vanguard June 2005 - December 2007
Skills
Microsoft Excel, Microsoft Office, Customer Service, Public Speaking, Investments, PowerPoint, Microsoft Word, Process Improvement, Financial Analysis, Data Analysis, Strategic Planning
Education
Villanova University 2013 — 2018
Master of Business Administration (M.B.A.), International Business and Strategic Management
Eastern University 2001 — 2005
Bachelors of Science, Management and Marketing
Douglas Lammer Douglas Lammer's Vanguard Experience December 2007 - Present
Job Manager at Vanguard
Industry Financial Services
Experience
Vanguard December 2007 - Present
Vanguard September 2007 - February 2010
Vanguard December 2005 - September 2007
IKON Office Solutions May 2003 - December 2005
Skills
Process Improvement, Coaching, Customer Service, Customer Relations, Strategic Planning, Call Center, Public Speaking, Problem Solving, Operations Management
Education
Eastern University 1999 — 2001
MBA, Management
West Chester University of Pennsylvania 1990 — 1994
BA, Communications
Vanguard December 2007 - Present
Vanguard September 2007 - February 2010
Vanguard December 2005 - September 2007
IKON Office Solutions May 2003 - December 2005
Skills
Process Improvement, Coaching, Customer Service, Customer Relations, Strategic Planning, Call Center, Public Speaking, Problem Solving, Operations Management
Education
Eastern University 1999 — 2001
MBA, Management
West Chester University of Pennsylvania 1990 — 1994
BA, Communications
Linda Edwards Bachofer's Vanguard Experience 1999 - Present
Job Web Experience Leader
Industry Investment Management
Experience
Vanguard 1999 - Present
Bell Atlantic/DecisionOne 1990 - 1999
Skills
Web Project Management, Marketing, CRM, Management, Financial Services, Project Management, Emerging Technologies, Program Leadership, Business Relationship..., Event Management, User-centered Design, Vendor Management, Program Management, Business Development, Responsive web design..., Relationship Management, Analytics, Business Strategy, E-commerce, Lead Generation, Strategic Planning, Marketing Strategy, Analysis, Online Marketing, Strategic Partnerships, Web Analytics, Market Research, Cross-functional Team..., Digital Marketing, New Business Development, Responsive Web Design, Web Strategy, Governance, Business Analysis, User Experience, Agile Methodologies, Strategy, Digital Strategy, Leadership
Education
Eastern University 1996 — 1997
BS
Penn State University 1993 — 1997
BA
Vanguard 1999 - Present
Bell Atlantic/DecisionOne 1990 - 1999
Skills
Web Project Management, Marketing, CRM, Management, Financial Services, Project Management, Emerging Technologies, Program Leadership, Business Relationship..., Event Management, User-centered Design, Vendor Management, Program Management, Business Development, Responsive web design..., Relationship Management, Analytics, Business Strategy, E-commerce, Lead Generation, Strategic Planning, Marketing Strategy, Analysis, Online Marketing, Strategic Partnerships, Web Analytics, Market Research, Cross-functional Team..., Digital Marketing, New Business Development, Responsive Web Design, Web Strategy, Governance, Business Analysis, User Experience, Agile Methodologies, Strategy, Digital Strategy, Leadership
Education
Eastern University 1996 — 1997
BS
Penn State University 1993 — 1997
BA
Lena Onsongo's Vanguard Experience December 2000 - January 2003
Job Software Developer Vanguard Group
Industry Computer Software
Experience
Vanguard Group December 2008 - Present
The Vanguard Group January 2004 - December 2008
Vanguard December 2000 - January 2003
Astra Zeneca 1998 - 1999
Rohm and Haas 1996 - 1996
Skills
Project Management, Agile Methodologies, Problem Solving, Analysis, Web Design, Java, JavaScript, XML, XHTML, HTML, Visual Studio, Visual Basic, Information Technology, Software Development, Software Testing Life..., Microsoft Technologies, Batch Programming, CSS, Eclipse, Subversion, Spring, Hudson
Education
Strayer University-Pennsylvania 2009 — 2011
Web Development, Computer Programming
Eastern University 2004 — 2007
Management Information Systems, Computer Programming, 3.7
Computer Learning Center 1995 — 1996
Computer Programming
Vanguard Group December 2008 - Present
The Vanguard Group January 2004 - December 2008
Vanguard December 2000 - January 2003
Astra Zeneca 1998 - 1999
Rohm and Haas 1996 - 1996
Skills
Project Management, Agile Methodologies, Problem Solving, Analysis, Web Design, Java, JavaScript, XML, XHTML, HTML, Visual Studio, Visual Basic, Information Technology, Software Development, Software Testing Life..., Microsoft Technologies, Batch Programming, CSS, Eclipse, Subversion, Spring, Hudson
Education
Strayer University-Pennsylvania 2009 — 2011
Web Development, Computer Programming
Eastern University 2004 — 2007
Management Information Systems, Computer Programming, 3.7
Computer Learning Center 1995 — 1996
Computer Programming
Becky Muhlenberg's Vanguard Experience March 2001 - Present
Job IT PMO at Vanguard
Industry Financial Services
Experience
Vanguard March 2001 - Present
The Vanguard Group March 2001 - March 2005
CSC 1997 - 2001
Computer Sciences Corporation 1995 - 2001
Unisource 1993 - 1995
United States Department of Defense 1989 - 1993
Gov Thomas Johnson High School, Frederick MD 1985 - 1986
Skills
Agile Methodologies, Business Analysis, Financial Services, IT Strategy, Management, Process Improvement, Program Management, Project Management, SDLC, Vendor Management
Education
Shippensburg University of Pennsylvania 1982 — 1985
East Stroudsburg University of Pennsylvania 1981 — 1982
Computer Sciences
Pottstown Sr High School 1978 — 1981
Vanguard March 2001 - Present
The Vanguard Group March 2001 - March 2005
CSC 1997 - 2001
Computer Sciences Corporation 1995 - 2001
Unisource 1993 - 1995
United States Department of Defense 1989 - 1993
Gov Thomas Johnson High School, Frederick MD 1985 - 1986
Skills
Agile Methodologies, Business Analysis, Financial Services, IT Strategy, Management, Process Improvement, Program Management, Project Management, SDLC, Vendor Management
Education
Shippensburg University of Pennsylvania 1982 — 1985
East Stroudsburg University of Pennsylvania 1981 — 1982
Computer Sciences
Pottstown Sr High School 1978 — 1981
Richard Fansworth's Vanguard Experience January 2006 - June 2006
Job SAP Developer
Industry Information Technology and Services
Experience
SAP April 2007 - Present
Vanguard January 2006 - June 2006
Skills
HTML5, JavaScript, XML, Software Development, SQL, Agile Methodologies, Java, Python, Web Development, XSLT
Education
Penn State University 2002 — 2008
Information Sciences and Technology
Eastern Center for Arts and Technology 2001 — 2002
High School, Computer Systems Networking and Telecommunications, A
SAP April 2007 - Present
Vanguard January 2006 - June 2006
Skills
HTML5, JavaScript, XML, Software Development, SQL, Agile Methodologies, Java, Python, Web Development, XSLT
Education
Penn State University 2002 — 2008
Information Sciences and Technology
Eastern Center for Arts and Technology 2001 — 2002
High School, Computer Systems Networking and Telecommunications, A
William Tribble's Vanguard Experience October 2008 - September 2009
Job GBS Strategy and Transformation
Industry Financial Services
Experience
IBM GBS Strategy & Transformation October 2014 - Present
Financial Industry Technical Services, Inc. (FITS-Inc.) 2008 - May 2014
Raymond James Financial Inc. May 2012 - February 2014
PrimeVest Financial Services July 2011 - October 2011
Wells Fargo Advisors September 2009 - June 2011
Vanguard October 2008 - September 2009
LPL Financial December 2007 - September 2008
First Clearing LLC August 2006 - December 2007
Wachovia Securities May 2002 - July 2006
Skills
Financial Services, Analysis, Mutual Funds, Business Analysis, Banking, Finance, Project Management, Mergers & Acquisitions, Risk Management, Cross-functional Team..., Back Office, CRM, Trading, Fixed Income, Business Process..., Integration, Management Consulting, Business Strategy, Capital Markets, Equities, Quality Assurance, Security Operations, Strategic Planning, Change Management, Financial Modeling, Relationship Management, Program Management, Customer Operations, IT Audit, Data Analysis, Business Process..., Data Mapping, Equity Capital Markets, Order Management
Education
East Carolina University 1996 — 2002
Bachelor of Science, Business Administration; Managerial Finance
Tilburg University 2001 — 2002
International Marketing and Strategy
IBM GBS Strategy & Transformation October 2014 - Present
Financial Industry Technical Services, Inc. (FITS-Inc.) 2008 - May 2014
Raymond James Financial Inc. May 2012 - February 2014
PrimeVest Financial Services July 2011 - October 2011
Wells Fargo Advisors September 2009 - June 2011
Vanguard October 2008 - September 2009
LPL Financial December 2007 - September 2008
First Clearing LLC August 2006 - December 2007
Wachovia Securities May 2002 - July 2006
Skills
Financial Services, Analysis, Mutual Funds, Business Analysis, Banking, Finance, Project Management, Mergers & Acquisitions, Risk Management, Cross-functional Team..., Back Office, CRM, Trading, Fixed Income, Business Process..., Integration, Management Consulting, Business Strategy, Capital Markets, Equities, Quality Assurance, Security Operations, Strategic Planning, Change Management, Financial Modeling, Relationship Management, Program Management, Customer Operations, IT Audit, Data Analysis, Business Process..., Data Mapping, Equity Capital Markets, Order Management
Education
East Carolina University 1996 — 2002
Bachelor of Science, Business Administration; Managerial Finance
Tilburg University 2001 — 2002
International Marketing and Strategy
Melissa Plew's Vanguard Experience January 2010 - Present
Job Supervisor in Flagship at Vanguard
Industry Financial Services
Experience
Vanguard January 2010 - Present
The Vanguard Group January 2008 - August 2010
Vanguard 2005 - 2007
Vanguard Group 2004 - 2005
Skills
Series 6, Series 7, Mutual Funds, Investments, Retirement, Retirement Planning, ETFs, FINRA, Financial Services, Equities, Asset Allocation, Relationship Management, Change Management, Management, Project Management, Operations Management, Securities, Wealth Management, IRAs
Education
East Carolina University 2015 — 2017
Master of Business Administration (M.B.A.)
Vanguard January 2010 - Present
The Vanguard Group January 2008 - August 2010
Vanguard 2005 - 2007
Vanguard Group 2004 - 2005
Skills
Series 6, Series 7, Mutual Funds, Investments, Retirement, Retirement Planning, ETFs, FINRA, Financial Services, Equities, Asset Allocation, Relationship Management, Change Management, Management, Project Management, Operations Management, Securities, Wealth Management, IRAs
Education
East Carolina University 2015 — 2017
Master of Business Administration (M.B.A.)
Tony Trongone's Vanguard Experience 1997 - 1998
Job Project Manager at The Vanguard Group
Industry Investment Management
Experience
The Vanguard Group October 2005 - Present
The Vanguard Group April 2006 - April 2012
Vanguard 1997 - 1998
Thomcomp Inc 1987 - 1997
Skills
IT Project Manager, IT Environments Manager, Project Management, Environments, Process Improvement, Resource Management, Waterfall, Business Analysis, Strategic Planning, Relationship Management, Program Management, Team Building
Education
Pennsylvania State University-Great Valley Graduate Center 2003 — 2007
MBA, Business
Eastern University 1997 — 2000
B.A., Business
The Vanguard Group October 2005 - Present
The Vanguard Group April 2006 - April 2012
Vanguard 1997 - 1998
Thomcomp Inc 1987 - 1997
Skills
IT Project Manager, IT Environments Manager, Project Management, Environments, Process Improvement, Resource Management, Waterfall, Business Analysis, Strategic Planning, Relationship Management, Program Management, Team Building
Education
Pennsylvania State University-Great Valley Graduate Center 2003 — 2007
MBA, Business
Eastern University 1997 — 2000
B.A., Business
JENN KINKEAD's Vanguard Experience January 1997 - January 2012
Job PROCESSOR at VANGUARD
Industry Financial Services
Experience
Vanguard January 1997 - January 2012
Bank of America August 1991 - August 1997
Kinkead Machine Co January 1989 - January 1991
Education
East Tennessee State University 1985 — 1988
Vanguard January 1997 - January 2012
Bank of America August 1991 - August 1997
Kinkead Machine Co January 1989 - January 1991
Education
East Tennessee State University 1985 — 1988
Clamika Beale's Vanguard Experience Marketing VPMarie D' Madearis Couture LLCMay 2006 - Present
Job UA at Vanguard
Industry Financial Services
Experience
Vanguard Marketing VPMarie D' Madearis Couture LLCMay 2006 - Present
Prudential Fox & Roach Realtors November 2002 - Present
Education
Eastern University 2007 — 2009
MBA
Temple University - Fox School of Business and Management 2000 — 2004
BBA, Risk Managment & Insurance
Vanguard Marketing VPMarie D' Madearis Couture LLCMay 2006 - Present
Prudential Fox & Roach Realtors November 2002 - Present
Education
Eastern University 2007 — 2009
MBA
Temple University - Fox School of Business and Management 2000 — 2004
BBA, Risk Managment & Insurance
Maureen Campa's Vanguard Experience September 2008 - Present
Job Service Associate at Vanguard
Industry Financial Services
Experience
Vanguard September 2008 - Present
Wilmington Finance November 2006 - July 2008
Wilmington Finance July 2005 - November 2006
Education
East Stroudsburg University of Pennsylvania 2000 — 2004
B.A., Psychology
Vanguard September 2008 - Present
Wilmington Finance November 2006 - July 2008
Wilmington Finance July 2005 - November 2006
Education
East Stroudsburg University of Pennsylvania 2000 — 2004
B.A., Psychology
Gregory T. Turner Jr.'s Vanguard Experience October 2012 - Present
Job Global and Information Security Procurement Lead at Vanguard
Industry Financial Services
Experience
Vanguard October 2012 - Present
Vanguard March 2011 - October 2012
Vanguard July 2008 - March 2011
United Way of Southeastern Pennsylvania August 2010 - December 2010
The Vanguard Group May 2007 - January 2009
Skills
Leadership, Project Management, Marketing, Fundraising, Business Development, Contract Negotiation, SharePoint, Research, Community Engagement, Advertising, Procurement, Procure-to-Pay, RFP, RFQ, Manage Client..., Financial Services, Social Media, Brand Management, Big Data, Cloud Applications, SaaS, Microsoft Applications, Information Security, Enterprise Risk..., Global Security, CRM, Strategic Communications
Education
Saint Joseph's University 2014 — 2016
Executive MBA, Business Administration and Management, General
Eastern University 2011 — 2012
Bachelor of Arts (BA), Individualized Major in Management Studies
University of Pittsburgh 1997 — 1999
Business
Vanguard October 2012 - Present
Vanguard March 2011 - October 2012
Vanguard July 2008 - March 2011
United Way of Southeastern Pennsylvania August 2010 - December 2010
The Vanguard Group May 2007 - January 2009
Skills
Leadership, Project Management, Marketing, Fundraising, Business Development, Contract Negotiation, SharePoint, Research, Community Engagement, Advertising, Procurement, Procure-to-Pay, RFP, RFQ, Manage Client..., Financial Services, Social Media, Brand Management, Big Data, Cloud Applications, SaaS, Microsoft Applications, Information Security, Enterprise Risk..., Global Security, CRM, Strategic Communications
Education
Saint Joseph's University 2014 — 2016
Executive MBA, Business Administration and Management, General
Eastern University 2011 — 2012
Bachelor of Arts (BA), Individualized Major in Management Studies
University of Pittsburgh 1997 — 1999
Business
Geralyn Walish's Vanguard Experience April 2012 - March 2015
Job Institutional Investor Group at Vanguard
Industry Financial Services
Experience
Vanguard April 2012 - March 2015
Vanguard September 2010 - April 2012
Vanguard August 2006 - September 2010
Vanguard 2004 - 2006
Union Fidelity 1989 - 1996
Education
Eastern University 1992 — 1994
BA, Organizational Management
Vanguard April 2012 - March 2015
Vanguard September 2010 - April 2012
Vanguard August 2006 - September 2010
Vanguard 2004 - 2006
Union Fidelity 1989 - 1996
Education
Eastern University 1992 — 1994
BA, Organizational Management
Jeremy D. Kinsey's Vanguard Experience November 2012 - Present
Job Availability Manager at Vanguard
Industry Financial Services
Experience
Vanguard November 2012 - Present
Vanguard April 2011 - November 2012
The Vanguard Group March 2008 - April 2011
The Vanguard Group May 2006 - December 2007
Vanguard January 2005 - April 2006
Vanguard June 2000 - December 2004
Skills
Agile Methodologies, Software Project..., Testing, Scrum, Waterfall, System Testing, Defined Benefit, Strategic Planning, Agile Project Management, Requirements Analysis, PMP, Process Improvement, IT Strategy, Business Analysis, Agile, System Administration, ITIL, Requirements Gathering, Visio, Leadership, Project Management
Education
St. Joseph's University 2010 — 2014
MBA, Business Intelligence, 3.67
Eastern University 2002 — 2004
BS, Organizational Management
Susquehanna Township High School
Vanguard November 2012 - Present
Vanguard April 2011 - November 2012
The Vanguard Group March 2008 - April 2011
The Vanguard Group May 2006 - December 2007
Vanguard January 2005 - April 2006
Vanguard June 2000 - December 2004
Skills
Agile Methodologies, Software Project..., Testing, Scrum, Waterfall, System Testing, Defined Benefit, Strategic Planning, Agile Project Management, Requirements Analysis, PMP, Process Improvement, IT Strategy, Business Analysis, Agile, System Administration, ITIL, Requirements Gathering, Visio, Leadership, Project Management
Education
St. Joseph's University 2010 — 2014
MBA, Business Intelligence, 3.67
Eastern University 2002 — 2004
BS, Organizational Management
Susquehanna Township High School
Alton Jones's Vanguard Experience February 2010 - Present
Job Trainer at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group February 2010 - Present
Vanguard February 2010 - Present
The Vanguard Group 1992 - January 2010
Education
East Stroudsburg University of Pennsylvania 1975 — 1978
BA, Teacher
The Vanguard Group February 2010 - Present
Vanguard February 2010 - Present
The Vanguard Group 1992 - January 2010
Education
East Stroudsburg University of Pennsylvania 1975 — 1978
BA, Teacher
Jeremy Gudgeon's Vanguard Experience April 2013 - Present
Job Business Continuity Planner at Vanguard Group
Industry Financial Services
Experience
Vanguard April 2013 - Present
Angel Flight East October 2011 - October 2013
Vanguard May 2011 - April 2013
Vanguard May 2009 - April 2011
United Way of Southeastern Pennsylvania August 2010 - February 2011
Vanguard January 2009 - April 2009
Vanguard August 2006 - December 2008
Vanguard May 2008 - September 2008
Skills
Leadership, Process Improvement, Change Management, Relationship Management, Project Management, Non-profit Leadership, Customer Service, Risk Management, Information Security, Data Analysis, Process Optimization, Team Building, Onboarding, Special Events..., Employee Management, Volunteer Management, Microsoft Office, Microsoft Excel, Core Business Advocacy, Fundraising, Recruiting, Management, Series 63, Analysis, Human Resources, Finance, Nonprofits, Performance Management, Program Management, Access, Insurance, Executive Management, Interviews, Training, Employee Benefits, Leadership Development
Education
Eastern University 1999 — 2003
BS, Business Management
Vanguard April 2013 - Present
Angel Flight East October 2011 - October 2013
Vanguard May 2011 - April 2013
Vanguard May 2009 - April 2011
United Way of Southeastern Pennsylvania August 2010 - February 2011
Vanguard January 2009 - April 2009
Vanguard August 2006 - December 2008
Vanguard May 2008 - September 2008
Skills
Leadership, Process Improvement, Change Management, Relationship Management, Project Management, Non-profit Leadership, Customer Service, Risk Management, Information Security, Data Analysis, Process Optimization, Team Building, Onboarding, Special Events..., Employee Management, Volunteer Management, Microsoft Office, Microsoft Excel, Core Business Advocacy, Fundraising, Recruiting, Management, Series 63, Analysis, Human Resources, Finance, Nonprofits, Performance Management, Program Management, Access, Insurance, Executive Management, Interviews, Training, Employee Benefits, Leadership Development
Education
Eastern University 1999 — 2003
BS, Business Management
Satish Donga's Vanguard Experience March 2010 - June 2010
Job Senior Systems Programmer Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman January 2014 - Present
State Street Bank December 2012 - January 2014
Fidelity Investments January 2011 - December 2012
Bank of Newyork Mellon June 2010 - December 2010
Vanguard March 2010 - June 2010
Tetra Tech January 2007 - January 2010
Allied Waste August 2006 - December 2006
Eastern Kentucky University - “Come Here. Go Anywhere.” 2005 - 2006
Skills
Java, JSP, Servlets, GWT, Cloud Applications, Cloud Computing IaaS, Spring, RESTful WebServices, Java Web Services, Hibernate, Toplink, Struts, EJB, Ext JS, Agile Methodologies, Scrum, Financial Services, DWR, jQuery, Java Enterprise Edition, Oracle PL/SQL..., iText, JSF, XML, WebSphere MQ, Oracle SQL Developer, XML Schema, Unix, FTP, Spring Framework
Education
Eastern Kentucky University 2004 — 2006
Master of Science (MS), Applied Computer Software Engineering
Jawaharlal Nehru Technological University 2000 — 2004
Bachelor of Technology (BTech), Computer Science and Engineering
Western Michigan University
Brown Brothers Harriman January 2014 - Present
State Street Bank December 2012 - January 2014
Fidelity Investments January 2011 - December 2012
Bank of Newyork Mellon June 2010 - December 2010
Vanguard March 2010 - June 2010
Tetra Tech January 2007 - January 2010
Allied Waste August 2006 - December 2006
Eastern Kentucky University - “Come Here. Go Anywhere.” 2005 - 2006
Skills
Java, JSP, Servlets, GWT, Cloud Applications, Cloud Computing IaaS, Spring, RESTful WebServices, Java Web Services, Hibernate, Toplink, Struts, EJB, Ext JS, Agile Methodologies, Scrum, Financial Services, DWR, jQuery, Java Enterprise Edition, Oracle PL/SQL..., iText, JSF, XML, WebSphere MQ, Oracle SQL Developer, XML Schema, Unix, FTP, Spring Framework
Education
Eastern Kentucky University 2004 — 2006
Master of Science (MS), Applied Computer Software Engineering
Jawaharlal Nehru Technological University 2000 — 2004
Bachelor of Technology (BTech), Computer Science and Engineering
Western Michigan University
Doug Milliner's Vanguard Experience 2003 - 2007
Job Senior Relationship Manager at Prudential Retirement
Industry Financial Services
Experience
Prudential Retirement October 2011 - Present
Wilmington Trust June 2008 - July 2011
Charles Schwab 2007 - 2008
Vanguard 2003 - 2007
Skills
Qualified Retirement..., Retirement Planning, Securities, Investments, Risk Management, Fixed Annuities, Insurance, Investment Management, Series 7, Defined Benefit, Wealth Management, Pensions, Investment Advisory
Education
University of Southern Indiana 2002 — 2003
Bachelor of Arts (BA), History
University of Southern Indiana 2002 — 2003
Bachelor of Arts (BA), Spanish
Eastern Illinois University 1994 — 1999
Bachelor of Arts (BA), Economics
Charleston High School 1990 — 1994
Prudential Retirement October 2011 - Present
Wilmington Trust June 2008 - July 2011
Charles Schwab 2007 - 2008
Vanguard 2003 - 2007
Skills
Qualified Retirement..., Retirement Planning, Securities, Investments, Risk Management, Fixed Annuities, Insurance, Investment Management, Series 7, Defined Benefit, Wealth Management, Pensions, Investment Advisory
Education
University of Southern Indiana 2002 — 2003
Bachelor of Arts (BA), History
University of Southern Indiana 2002 — 2003
Bachelor of Arts (BA), Spanish
Eastern Illinois University 1994 — 1999
Bachelor of Arts (BA), Economics
Charleston High School 1990 — 1994
John Reaney, CISA, CISSP's Vanguard Experience September 2008 - Present
Job Information Technology Audit Manager
Industry Financial Services
Experience
Vanguard September 2008 - Present
The Vanguard Group 2008 - May 2012
Wells Fargo 2005 - 2008
Wachovia Corporation 2005 - 2008
Bank of America 1995 - 2005
United States Air Force 1988 - 1995
Skills
CISSP, CISA, IT Audit, Information Security, Risk Management, Enterprise Risk..., Internal Audit, Auditing, Risk Assessment, Internal Controls
Education
University of Central Florida 1990 — 1994
BS, Systems Engineering
Eastern Florida State College 1989 — 1991
AA, General
Vanguard September 2008 - Present
The Vanguard Group 2008 - May 2012
Wells Fargo 2005 - 2008
Wachovia Corporation 2005 - 2008
Bank of America 1995 - 2005
United States Air Force 1988 - 1995
Skills
CISSP, CISA, IT Audit, Information Security, Risk Management, Enterprise Risk..., Internal Audit, Auditing, Risk Assessment, Internal Controls
Education
University of Central Florida 1990 — 1994
BS, Systems Engineering
Eastern Florida State College 1989 — 1991
AA, General
Shiva Hashemian's Vanguard Experience January 2014 - Present
Job at Vanguard
Industry Consumer Services
Experience
Vanguard January 2014 - Present
Vanguard 2013 - Present
JPMorgan Chase December 2010 - November 2012
JPMorgan Chase & Co. December 2010 - November 2012
Skills
Customer Service, Sales, Marketing, Sales Management, Customer Satisfaction, Account Management, Microsoft Office, Microsoft Excel, Retail, Marketing Strategy, Microsoft Word, PowerPoint, Team Building, Negotiation, Strategic Planning, Management, Outlook, Project Management
Education
Western International University 2008 — 2010
MBA, Marketing
Doğu Akdeniz Üniversitesi 2001 — 2005
BS, Business Admin
Vanguard January 2014 - Present
Vanguard 2013 - Present
JPMorgan Chase December 2010 - November 2012
JPMorgan Chase & Co. December 2010 - November 2012
Skills
Customer Service, Sales, Marketing, Sales Management, Customer Satisfaction, Account Management, Microsoft Office, Microsoft Excel, Retail, Marketing Strategy, Microsoft Word, PowerPoint, Team Building, Negotiation, Strategic Planning, Management, Outlook, Project Management
Education
Western International University 2008 — 2010
MBA, Marketing
Doğu Akdeniz Üniversitesi 2001 — 2005
BS, Business Admin
Dusan Bonifacic's Vanguard Experience March 2011 - Present
Job Tech Lead
Industry Investment Management
Experience
Vanguard March 2011 - Present
Vanguard May 2009 - February 2011
Vanguard July 2006 - May 2009
Vanguard March 2000 - July 2006
Skills
Unix, Software Project..., Scrum, SDLC, Oracle, Business Analysis, SQL, .NET, XML, Database Design, JavaScript, Agile Project Management, Agile Methodologies, SOA, Software Development, Enterprise Architecture, Requirements Analysis, Web Services
Education
East Stroudsburg University of Pennsylvania 1996 — 1997
Master of Science (MS), Computer Science
East Stroudsburg University of Pennsylvania 1992 — 1995
Bachelor of Arts (BA), Bachelor of Science (BS), Mathematics, Computer Science
Vanguard March 2011 - Present
Vanguard May 2009 - February 2011
Vanguard July 2006 - May 2009
Vanguard March 2000 - July 2006
Skills
Unix, Software Project..., Scrum, SDLC, Oracle, Business Analysis, SQL, .NET, XML, Database Design, JavaScript, Agile Project Management, Agile Methodologies, SOA, Software Development, Enterprise Architecture, Requirements Analysis, Web Services
Education
East Stroudsburg University of Pennsylvania 1996 — 1997
Master of Science (MS), Computer Science
East Stroudsburg University of Pennsylvania 1992 — 1995
Bachelor of Arts (BA), Bachelor of Science (BS), Mathematics, Computer Science
Naresh Reddy's Vanguard Experience August 2010 - January 2012
Job Sr. Software Developer at Educational Testing Service (ETS)
Industry Computer Software
Experience
Educational Testing Service (ETS) August 2014 - Present
NJ DMV January 2012 - July 2014
Vanguard August 2010 - January 2012
Skills
Java Enterprise Edition, Spring, JUnit, JavaScript, Design Patterns, PL/SQL, Hibernate, Web Services, XML, Oracle, Unix, SQL, Agile Methodologies, WebSphere Application..., ClearCase, ClearQuest, SOA, HTML, JSF, Rational Application..., Spring Framework, Spring MVC, C, AJAX, JPA, Object Oriented Design, Programming, Spring Webflow, JBoss Seam, Rationale Requisite Pro, Software Development
Education
Eastern Michigan University 2008 — 2009
Master's degree, Management Information Systems, General
Jawaharlal Nehru Technological University 2003 — 2007
Bachelor's degree, Electrical and Electronics Engineering
Educational Testing Service (ETS) August 2014 - Present
NJ DMV January 2012 - July 2014
Vanguard August 2010 - January 2012
Skills
Java Enterprise Edition, Spring, JUnit, JavaScript, Design Patterns, PL/SQL, Hibernate, Web Services, XML, Oracle, Unix, SQL, Agile Methodologies, WebSphere Application..., ClearCase, ClearQuest, SOA, HTML, JSF, Rational Application..., Spring Framework, Spring MVC, C, AJAX, JPA, Object Oriented Design, Programming, Spring Webflow, JBoss Seam, Rationale Requisite Pro, Software Development
Education
Eastern Michigan University 2008 — 2009
Master's degree, Management Information Systems, General
Jawaharlal Nehru Technological University 2003 — 2007
Bachelor's degree, Electrical and Electronics Engineering
adam sauer's Vanguard Experience September 2007 - Present
Job NQP Administrator
Industry Financial Services
Experience
Vanguard September 2007 - Present
Villanova University October 2009 - December 2010
Skills
Public Speaking, Research
Education
Eastern University 2002 — 2006
BA, History
Eastern University
Vanguard September 2007 - Present
Villanova University October 2009 - December 2010
Skills
Public Speaking, Research
Education
Eastern University 2002 — 2006
BA, History
Eastern University
Ronald Romano's Vanguard Experience 1998 - 2000
Job Nursing Supervisor at Main Line Health Systems
Industry Hospital & Health Care
Experience
Lankenau Medical Center of Main Line Health System 2011 - Present
Lankenau Medical Center of Main Line Health System 2009 - 2011
Vidant Medical Center of Vidant Health 2007 - 2009
Holy Redeemer Hospital & Medical Center of Holy Redeemer Health System 2006 - 2007
SEI 2000 - 2006
Vanguard 1998 - 2000
Skills
Nursing, Healthcare, BLS, Home Care, Hospitals, EMR, Healthcare Management, Case Managment, ACLS, Pediatrics, Critical Care, CPOE, Patient Safety, EHR, Clinical Research, Healthcare Information..., Cpr Certified, Epic Systems, Cerner, Acute Care, Siemens Soarian, Nursing Management, ICU, Inpatient
Education
Saint Joseph's University 2014 — 2016
Master's Degree, Health Administration
East Carolina University 2007 — 2008
Bachelor of Science, Nursing
Widener University 1996 — 1998
Bachelor of Arts, Sociology
Lankenau Medical Center of Main Line Health System 2011 - Present
Lankenau Medical Center of Main Line Health System 2009 - 2011
Vidant Medical Center of Vidant Health 2007 - 2009
Holy Redeemer Hospital & Medical Center of Holy Redeemer Health System 2006 - 2007
SEI 2000 - 2006
Vanguard 1998 - 2000
Skills
Nursing, Healthcare, BLS, Home Care, Hospitals, EMR, Healthcare Management, Case Managment, ACLS, Pediatrics, Critical Care, CPOE, Patient Safety, EHR, Clinical Research, Healthcare Information..., Cpr Certified, Epic Systems, Cerner, Acute Care, Siemens Soarian, Nursing Management, ICU, Inpatient
Education
Saint Joseph's University 2014 — 2016
Master's Degree, Health Administration
East Carolina University 2007 — 2008
Bachelor of Science, Nursing
Widener University 1996 — 1998
Bachelor of Arts, Sociology
Jennifer Kampmann's Vanguard Experience September 2015 - Present
Job Vanguard University Client Consultant (L & D Consultant) at Vanguard
Industry Human Resources
Experience
Vanguard September 2015 - Present
Vanguard February 2006 - September 2015
Vanguard January 2014 - September 2014
Education
Villanova University 2002 — 2005
Master of Science (M.S.), Human Resources Development
East Stroudsburg University of Pennsylvania 1996 — 2000
Bachelor of Science (B.S.), Recreation and Leisure Services Management
Vanguard September 2015 - Present
Vanguard February 2006 - September 2015
Vanguard January 2014 - September 2014
Education
Villanova University 2002 — 2005
Master of Science (M.S.), Human Resources Development
East Stroudsburg University of Pennsylvania 1996 — 2000
Bachelor of Science (B.S.), Recreation and Leisure Services Management
Lisa Burgese Fry's Vanguard Experience May 1996 - January 1997
Job Business Development at Cobalt LLC
Industry Human Resources
Experience
Business Consultant June 2013 - December 2014
USA Payroll 2005 - June 2013
Clear Channel Outdoor Global September 2001 - May 2004
Fiserv, USERS January 1997 - August 2001
Vanguard May 1996 - January 1997
Skills
New Business Development, Customer Relations, Sales Management, Business Planning, Strategic Planning, Project Management, Customer Service, Business Development, Small Business, Sales, Human Resources, Marketing, Account Management, Payroll, Team Building, B2B, Employee Benefits, Leadership, Insurance
Education
Philadelphia University 1988 — 1992
Bachelor of Science (B.S.), Marketing and Finance
Friends Select 1984 — 1988
High School
Eastern University
Master of Business Administration (MBA), Business Administration and Management, General
Business Consultant June 2013 - December 2014
USA Payroll 2005 - June 2013
Clear Channel Outdoor Global September 2001 - May 2004
Fiserv, USERS January 1997 - August 2001
Vanguard May 1996 - January 1997
Skills
New Business Development, Customer Relations, Sales Management, Business Planning, Strategic Planning, Project Management, Customer Service, Business Development, Small Business, Sales, Human Resources, Marketing, Account Management, Payroll, Team Building, B2B, Employee Benefits, Leadership, Insurance
Education
Philadelphia University 1988 — 1992
Bachelor of Science (B.S.), Marketing and Finance
Friends Select 1984 — 1988
High School
Eastern University
Master of Business Administration (MBA), Business Administration and Management, General
Al Alberici's Vanguard Experience January 2001 - Present
Job Systems Tester at Vanguard
Industry Financial Services
Experience
Vanguard January 2001 - Present
Living Rock Bible Church September 1999 - Present
Vanguard January 1992 - August 2001
Skills
Quality Center, System Testing, Test Management, Music Production, Web Design, Video Production, Professional Audio, WordPress, Praise & Worship, Website Development, Test Planning, User Acceptance Testing, Regression Testing, Agile Testing
Education
Eastern University
Bachelor of Science (B.S.), Business Administration
Vanguard January 2001 - Present
Living Rock Bible Church September 1999 - Present
Vanguard January 1992 - August 2001
Skills
Quality Center, System Testing, Test Management, Music Production, Web Design, Video Production, Professional Audio, WordPress, Praise & Worship, Website Development, Test Planning, User Acceptance Testing, Regression Testing, Agile Testing
Education
Eastern University
Bachelor of Science (B.S.), Business Administration
Stephen McFee's Vanguard Experience 2007 - Present
Job Muni Bond Trader at Vanguard
Industry Financial Services
Experience
Vanguard 2007 - Present
Education
East Stroudsburg University of Pennsylvania 2001 — 2005
Economics
Saint Joseph's University - Erivan K. Haub School of Business
Master, Financial Services
Vanguard 2007 - Present
Education
East Stroudsburg University of Pennsylvania 2001 — 2005
Economics
Saint Joseph's University - Erivan K. Haub School of Business
Master, Financial Services
Kendall Rood's Vanguard Experience June 2013 - August 2014
Job Web Project Intern at Apple Vacations
Industry Marketing and Advertising
Experience
Vanguard June 2013 - August 2014
Apple Vacations January 2013 - June 2013
HealthEase, Inc May 2012 - September 2012
Education
Eastern University 2009 — 2013
Bachelor's Degree, Marketing
Eastern University 2009 — 2013
Bachelor's Degree, Management
Vanguard June 2013 - August 2014
Apple Vacations January 2013 - June 2013
HealthEase, Inc May 2012 - September 2012
Education
Eastern University 2009 — 2013
Bachelor's Degree, Marketing
Eastern University 2009 — 2013
Bachelor's Degree, Management
L Sylla's Vanguard Experience 2006 - 2007
Job 6th grade selfcontained teacher at Universal Creighton Charter School
Industry Higher Education
Experience
Universal Creighton Charter School September 2012 - Present
Delaware Valley College September 2009 - April 2012
Vanguard 2006 - 2007
Skills
Student Affairs, Student Development, Admissions, Academic Advising, Program Development, Career Counseling, Higher Education
Education
Eastern University 2009 — 2011
Master of Education (M.Ed.), Multicultural Education
Universal Creighton Charter School September 2012 - Present
Delaware Valley College September 2009 - April 2012
Vanguard 2006 - 2007
Skills
Student Affairs, Student Development, Admissions, Academic Advising, Program Development, Career Counseling, Higher Education
Education
Eastern University 2009 — 2011
Master of Education (M.Ed.), Multicultural Education
Carolyn Stocker's Vanguard Experience
Job Project Manager at Vanguard
Industry Financial Services
Experience
Vanguard
Education
Eastern University 1997 — 1998
Master of Business Administration (MBA)
Indiana University of Pennsylvania 1983 — 1987
Bachelor of Science (B.S.), Business Administration and Management, General
Vanguard
Education
Eastern University 1997 — 1998
Master of Business Administration (MBA)
Indiana University of Pennsylvania 1983 — 1987
Bachelor of Science (B.S.), Business Administration and Management, General
Michelle Engle's Vanguard Experience November 2010 - Present
Job Information Systems Engineer at Vanguard
Industry Financial Services
Experience
Vanguard November 2010 - Present
Vanguard January 2009 - October 2009
Vanguard March 2007 - December 2008
Vanguard September 1997 - March 2007
Skills
DMAIC, Cognos, Project Management, Business Analysis, SharePoint, Leadership, SDLC, Visio, Process Improvement, Microsoft Excel, SQL, Requirements Analysis
Education
Eastern University 2009 — 2011
Bachelor of Arts (B.A.), Organizational Leadership
Vanguard November 2010 - Present
Vanguard January 2009 - October 2009
Vanguard March 2007 - December 2008
Vanguard September 1997 - March 2007
Skills
DMAIC, Cognos, Project Management, Business Analysis, SharePoint, Leadership, SDLC, Visio, Process Improvement, Microsoft Excel, SQL, Requirements Analysis
Education
Eastern University 2009 — 2011
Bachelor of Arts (B.A.), Organizational Leadership
Brian Pyle's Vanguard Experience October 1998 - Present
Job Systems Tester at Vanguard
Industry Financial Services
Experience
Vanguard October 1998 - Present
Skills
Quality Center, Waterfall, Test Strategy, System Testing, Regression Testing, User Acceptance Testing, Test Planning, Test Management, Agile Methodologies, Test Automation, SDLC, QTP, Testing, Manual Testing, Agile Testing, Software Quality..., Quality Assurance, Requirements Analysis, Scrum
Education
East Stroudsburg University of Pennsylvania
Vanguard October 1998 - Present
Skills
Quality Center, Waterfall, Test Strategy, System Testing, Regression Testing, User Acceptance Testing, Test Planning, Test Management, Agile Methodologies, Test Automation, SDLC, QTP, Testing, Manual Testing, Agile Testing, Software Quality..., Quality Assurance, Requirements Analysis, Scrum
Education
East Stroudsburg University of Pennsylvania
Jennifer Bumbier's Vanguard Experience August 2014 - Present
Job Portfolio Implementation Associate at Randstad
Industry
Experience
Vanguard August 2014 - Present
ABC-ELC May 2014 - August 2014
Casey's Pour House July 2011 - March 2014
Part-time nanny October 2010 - February 2014
Eastern University October 2013 - December 2013
Aeropostale April 2009 - October 2010
CVS/Pharmacy January 2008 - December 2008
Skills
Customer Service, Leadership, Babysitting, Teaching, Microsoft Office, Public Speaking, PowerPoint, Microsoft Word, Microsoft Excel, Teamwork, Social Networking, Social Media, Nonprofits
Education
Eastern University 2010 — 2014
Middle Level Education, 3.3 GPA
Delaware County Christian School 2006 — 2010
Diploma and Certificate
Vanguard August 2014 - Present
ABC-ELC May 2014 - August 2014
Casey's Pour House July 2011 - March 2014
Part-time nanny October 2010 - February 2014
Eastern University October 2013 - December 2013
Aeropostale April 2009 - October 2010
CVS/Pharmacy January 2008 - December 2008
Skills
Customer Service, Leadership, Babysitting, Teaching, Microsoft Office, Public Speaking, PowerPoint, Microsoft Word, Microsoft Excel, Teamwork, Social Networking, Social Media, Nonprofits
Education
Eastern University 2010 — 2014
Middle Level Education, 3.3 GPA
Delaware County Christian School 2006 — 2010
Diploma and Certificate
Jeanette Kelley's Vanguard Experience 2012 - Present
Job Project Manager at Vanguard
Industry Financial Services
Experience
Vanguard 2012 - Present
Vanguard 2009 - 2012
Skills
Visio, Requirements Analysis, SharePoint, Requirements Gathering, Business Analysis, Business Requirements, Process Improvement, Vendor Management, Software Project...
Education
Eastern University
Vanguard 2012 - Present
Vanguard 2009 - 2012
Skills
Visio, Requirements Analysis, SharePoint, Requirements Gathering, Business Analysis, Business Requirements, Process Improvement, Vendor Management, Software Project...
Education
Eastern University
Lori Tyson's Vanguard Experience 1993 - 2001
Job Client Communications Manager at Prowell Financial
Industry Financial Services
Experience
Prowell Financial December 2011 - Present
Vanguard Charitable Endowment October 2004 - June 2005
Vanguard 1993 - 2001
Skills
Internal Communications, Marketing Communications, Corporate Communications, Strategic Communications, Copywriting, Social Media, Public Relations, Marketing, Marketing Strategy, Social Media Marketing, Email Marketing, Editing, Media Relations, Financial Services, Newsletters, Advertising, Direct Marketing, Content Management, Digital Marketing, Event Management
Education
Eastern University
Bachelor of Arts (B.A.), English Language and Literature/Letters
Prowell Financial December 2011 - Present
Vanguard Charitable Endowment October 2004 - June 2005
Vanguard 1993 - 2001
Skills
Internal Communications, Marketing Communications, Corporate Communications, Strategic Communications, Copywriting, Social Media, Public Relations, Marketing, Marketing Strategy, Social Media Marketing, Email Marketing, Editing, Media Relations, Financial Services, Newsletters, Advertising, Direct Marketing, Content Management, Digital Marketing, Event Management
Education
Eastern University
Bachelor of Arts (B.A.), English Language and Literature/Letters
Daniel Humphrey Jr.'s Vanguard Experience August 2005 - October 2014
Job Financial Services Professional
Industry Investment Management
Experience
Prudential Financial April 2015 - Present
Vanguard August 2005 - October 2014
Crown Automotive Group February 2000 - July 2004
United States Air Force August 1989 - August 1993
Skills
Team Leadership, Business Acumen, Conceptual Ability, Business Strategy, Strategic Leadership, Contract Negotiation, Contract Management, Relationship Management, Relationship Building, Leadership, Management, Strategy, Sales, Investments, Analysis, Team Building, Customer Service, Financial Services, Finance, Insurance, Portfolio Management
Education
Kaplan University 2013 — 2014
Financial Planning Education Program, Financial Planning and Services
East Tennessee State University 1994 — 1998
Bachelor of Arts (B.A.), Political Science and Government
Prudential Financial April 2015 - Present
Vanguard August 2005 - October 2014
Crown Automotive Group February 2000 - July 2004
United States Air Force August 1989 - August 1993
Skills
Team Leadership, Business Acumen, Conceptual Ability, Business Strategy, Strategic Leadership, Contract Negotiation, Contract Management, Relationship Management, Relationship Building, Leadership, Management, Strategy, Sales, Investments, Analysis, Team Building, Customer Service, Financial Services, Finance, Insurance, Portfolio Management
Education
Kaplan University 2013 — 2014
Financial Planning Education Program, Financial Planning and Services
East Tennessee State University 1994 — 1998
Bachelor of Arts (B.A.), Political Science and Government
Cindi Esz's Vanguard Experience Manage a team of Communication Consultants and Project managers$
Job Senior Manager at Vanguard
Industry Financial Services
Experience
Vanguard Manage a team of Communication Consultants and Project managers$
Skills
Leadership, Project Management, Microsoft Office, Critical Thinking
Education
East Stroudsburg University of Pennsylvania 1988 — 1992
Bachelor of Science (BS), Elementary Education and Teaching
Vanguard Manage a team of Communication Consultants and Project managers$
Skills
Leadership, Project Management, Microsoft Office, Critical Thinking
Education
East Stroudsburg University of Pennsylvania 1988 — 1992
Bachelor of Science (BS), Elementary Education and Teaching
Lansana Sylla's Vanguard Experience July 2006 - July 2007
Job 6th Grade Mathematics Teacher at Universal Creighton Charter School
Industry
Experience
Universal Creighton Charter School September 2012 - Present
Vanguard July 2006 - July 2007
Education
Eastern University 2009 — 2011
Master of Education (M.Ed.), Multicultural Education
Temple University 1995 — 2001
Bachelor of Arts (B.A.), Management Information Systems, General
Universal Creighton Charter School September 2012 - Present
Vanguard July 2006 - July 2007
Education
Eastern University 2009 — 2011
Master of Education (M.Ed.), Multicultural Education
Temple University 1995 — 2001
Bachelor of Arts (B.A.), Management Information Systems, General
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments