Vanguard Company
Industry: Investment management company
DescriptionThe Vanguard Group is an American registered investment advisor based in Malvern, Pennsylvania with over $5.1 trillion in assets under management. It is the largest provider of mutual funds and the second-largest provider of exchange-traded funds in the world after BlackRock's iShares. Customer service: 0800 032 3731 Assets under management: 5.1 trillion USD (January 31, 2018) Founder: John C. Bogle Founded: 1 May 1975, Valley Forge, Pennsylvania, United States CEO: Mortimer J. Buckley (Jan 2018–) Headquarters: Valley Forge, Pennsylvania, United States
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Vanguard Employees
Vanguard August 2014 - Present
Skills
Series 6, Series 63, Customer Service, Mutual Funds, Securities
Education
The University of Texas at El Paso 2006 — 2014
Bachelor of Arts (B.A.), Theatre/Theater
El Paso Community College 2007 — 2013
Associate of Arts (A.A.), Philosophy
Vanguard August 2012 - Present
Ameriprise Financial Services, Inc. August 2011 - May 2012
WTXF Fox 29 Philadelphia May 2011 - August 2011
Skills
Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Microsoft Access, Experience with SAP..., Experience with SAS..., Organization, Leadership, Statistics, Analytical Skills, Decision Making Skills, PowerPoint
Education
Elon University 2008 — 2012
Bachelor of Science in Business Administration, Management
Unionville High School 2004 — 2008
Lincoln Financial Group January 2007 - Present
Lincoln Financial Group January 2004 - December 2006
Lincoln Financial Group July 2002 - December 2003
Lincoln Financial Group October 2000 - June 2002
Vanguard April 1999 - September 2000
Vanguard November 1997 - April 1999
Vanguard March 1996 - October 1997
Pennsylvania House of Representatives June 1995 - August 1995
Skills
401k, 403 b, Defined Contribution, Defined Benefit, Investments, Mutual Funds, Stable Value, Series 6, Series 63, Non-Qualified Deferred..., Qualified Retirement..., Retirement Savings, Retirement Income
Education
University of Delaware 1994 — 1997
Bachelor of Arts (BA)
Elon University 1993 — 1994
Salesianum School 1989 — 1993
St. Agnes School 1987 — 1989
St. Charles Borromeo School 1980 — 1987
FactSet July 2014 - Present
Vanguard July 2013 - July 2014
Elizabethtown College August 2009 - May 2013
Grimley Financial Corporation May 2012 - August 2012
VIE Healthcare June 2011 - August 2011
PHH Mortgage June 2010 - August 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Finance, Microsoft Word, Outlook, Spanish, Facebook, Public Speaking, Customer Service, Social Networking, Time Management
Education
Elizabethtown College 2009 — 2013
BS, Finance and Entrepreneurship, Senior
Cherry Hill High School West 2005 — 2009
Vanguard December 2010 - Present
Prudential Financial June 2009 - November 2010
Skills
Series 63, Mutual Funds, Retirement Planning, Investments, Asset Allocation, Series 7, Leadership
Education
Elizabethtown College 2005 — 2009
Bachelor of Science (BS), Business Administration and Management, General
Vanguard June 2015 - Present
Emerald Asset Management, Inc. June 2014 - August 2014
MedStar Georgetown University Hospital June 2013 - August 2013
Langley Swim and Tennis Association June 2012 - August 2012
Skills
Leadership, Strategy, Marketing, Sales, PowerPoint, Hospitals, Microsoft Excel, Economics, Databases, Administrative..., Investments, Outlook, Microsoft Office, Data Analysis, Microsoft Word, Research, Data Entry, Customer Service
Education
Elon University - Martha and Spencer Love School of Business 2011 — 2015
BSBA, Finance, Economics, and Accounting
Bishop Dennis J O'Connell High School 2007 — 2011
Vanguard May 2014 - Present
hibu September 2013 - March 2014
Comcast Spotlight September 2011 - June 2013
Dimension X October 2009 - May 2011
Trib Total Media January 2007 - May 2011
Pacific Daily News (Gannett) March 2008 - April 2009
Skills
Journalism, Public Relations, Publications, Integrated Marketing, Marketing, Facebook, Editing, Video, Blogging, Writing, Radio, Email Marketing, Creative Direction, Television, Storytelling, Content Strategy, Online Advertising, Lead Generation, Press Releases
Education
Elon University 2004 — 2008
BA, Journalism
Upper St. Clair High School
Penske Truck Leasing September 2014 - Present
Vanguard August 2005 - August 2014
Vanguard 2010 - 2012
MBNA America (Accuired by Bank of America) June 2000 - September 2005
Skills
Recruiting, Relationship Management, Human Resources, Leadership, Financial Services, Financial Analysis, Process Improvement, Public Speaking, Project Management, Onboarding, Access, Investments, Finance, Event Planning, Adult Education, Mutual Funds, Analysis, Risk Management, Logistics Management, Talent Management, Sourcing, Microsoft Excel
Education
Eastern University
University of Delaware - Lerner College of Business and Economics
Business Administration and Management, General
Vanguard April 2015 - Present
Vanguard November 2012 - April 2015
Vanguard September 2011 - December 2012
Vanguard September 2005 - September 2011
Skills
Mutual Funds, Process Improvement, Business Analysis, CRM, Investments, Data Analysis, Series 63, Financial Analysis, Project Management, Microsoft Excel, Customer Service, Financial Services
Education
Pennsylvania State University-Great Valley Graduate Center 2008 — 2011
MBA, Business Administration
Elizabethtown College 2001 — 2005
Bachelors, Business Administration
BizRoots, LLC March 2015 - Present
Keller Williams West Chester 2008 - Present
Keller Williams Real Estate Associates Brokerage 2008 - 2015
Keller Williams Real Estate, 100 Campbell Blvd., Suite 106, Exton, PA 19341 March 2014 - December 2014
Private Piano Lessons January 2006 - 2013
Cornerstone Real Estate Marketing Services March 2008 - August 2011
Vanguard 1996 - 1999
Skills
Real Estate, Social Networking, Marketing, Management, Sellers, Buyer Representation, Referrals, Real Estate Transactions, Residential Homes, First Time Home Buyers, Investment Properties, Buyers, Townhomes, Seniors, Foreclosures, New Home Sales, Investors, Move Up Buyers, New Homes, Real Estate License, Marketing Strategy, Real Estate Marketing, Rentals, Short Sales, Listings, Home Staging, Single Family Homes, Real Property, Condos, REO
Education
B-School, Marie Forleo's Online Business Program 2014 — 2015
Online Business Development
West Chester University of Pennsylvania 1991 — 1993
BS, Psychology
Elon University 1988 — 1991
Human Services
United Way of Greater Philadelphia and Southern New Jersey August 2015 - Present
Vanguard May 2014 - Present
Vanguard May 2013 - November 2013
Wegmans Food Markets April 2008 - August 2013
United States Senate January 2013 - May 2013
Afghanaid May 2012 - July 2012
Skills
Customer Service, Microsoft Office, Time Management, PowerPoint, Facebook, Microsoft Word, Social Media, Event Planning, Fundraising, Microsoft Excel, Data Entry, Constituent Relations, Constituent..., Retail, Social Networking, Critical Thinking, Outlook, Public Speaking, Multitasking Skills, Final Cut Pro, Photoshop, Constituent Services, Spanish-speaking, Cultural Awareness, Problem Solving, iMovie
Education
Elon University 2009 — 2013
Bachelor of Arts (B.A.), Political Science and International Studies
Foundation for International Education 2012 — 2012
British Life and Culture
Elizabethtown College 2009 — 2010
Political Science
Vanguard April 2014 - Present
Vanguard October 2012 - March 2014
ACAC Fitness & Wellness Center November 2006 - August 2012
Her Campus February 2011 - May 2012
MTV Networks June 2011 - August 2011
HMP Communications May 2010 - August 2010
HMP Communications June 2009 - July 2009
Skills
Social Media, Twitter, Facebook, Hootsuite, Word, Wordpress, PowerPoint, Excel, Editing, Microsoft Office, Creative Writing, Organizing, Customer Relations, Customer Service, Blogging, Mediation, Research, Outlook, QuarkXPress, Planning, SEO, Teamwork, Pinterest, Microsoft Word, Microsoft Excel, Social Networking
Education
Elon University 2008 — 2012
Bachelor of Arts, Communication Science
Henderson High School 2004 — 2008
Vanguard January 2010 - Present
Great Valley School District September 2006 - June 2009
Vanguard February 1990 - February 1999
Vanguard September 1987 - February 1990
Vanguard July 1986 - September 1987
Vanguard July 1985 - July 1986
Skills
CRM, Sales, Marketing Strategy, Team Leadership, Human Resources, Portfolio Management, Sales Operations, Finance, Sales Process, Investment Strategies, Retirement Planning, Financial Analysis, Series 63, Mutual Funds, Risk Management, Investments, Financial Services, Relationship Management
Education
Edinboro University of Pennsylvania 1983 — 1985
Bachlor of Science, Business Administration
Long Island University, C.W. Post Campus 1980 — 1983
Business Administration, Accounting
Byram Hills High School 1976 — 1980
Charles Schwab September 2015 - Present
Stryker March 2015 - September 2015
Vanguard July 2014 - March 2015
Ten Capital Investment Advisors July 2013 - June 2014
Washington Outpatient Rehabilitation January 2011 - June 2014
Skills
Series 7, Series 63, Teamwork, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Public Speaking, English
Education
Eastern Washington University 2013 — 2014
Bachelor of Business Administration (BBA), Finance and Economics, 3.8
Spokane Falls Community College 2012 — 2013
Associate of Arts (AA), 3.6
Gonzaga Preparatory School 2008 — 2011
High School, 3.8
Vanguard January 2014 - Present
Vanguard June 2013 - January 2014
Elon University - Koury Business Center June 2012 - May 2013
Bryant Marketing May 2012 - November 2012
Elon University January 2010 - June 2012
YMCA June 2011 - August 2011
DRG Counseling January 2010 - August 2011
Skills
Social Media, Microsoft Office, Microsoft Word, People Skills, Facebook, Press Releases, Social Media Marketing, Microsoft Excel, Marketing, Management, Leadership, Selling, Organization, Research, Social Networking, Time Management, CRM, Word, Professional Selling, Series 7, Series 63
Education
Elon University - Martha and Spencer Love School of Business 2009 — 2013
BSBA, Business Marketing
Vanguard July 2015 - Present
Vanguard August 2014 - Present
Vanguard June 2013 - August 2014
Saile & Saile LLP May 2011 - December 2012
MJ Byelich & Associates Financial Services May 2012 - August 2012
The Bergen Briller Group May 2010 - August 2010
Richboro Shop n Bag July 2006 - August 2010
Skills
Social Media Marketing, Copy Editing, Recruiting, Microsoft Office, Professional Writing, Management, Press Releases, Social Networking, AP Style, Employee Training, Corporate Finance, Talent Development, Small Business Marketing, Financial Analysis, News Writing, Database Design, Newspaper Design, SEO, Data Entry, Talent Management
Education
Elizabethtown College 2009 — 2013
Bachelor of Science, Business Administration-Finance
Council Rock High School South 2005 — 2009
Babson Capital Management February 2015 - Present
Vanguard June 2014 - February 2015
Elon University August 2012 - May 2014
NAI The Dunham Group June 2013 - August 2013
Cianbro Corporation May 2011 - August 2013
Embassy of the United States - San José, Costa Rica June 2008 - August 2008
Skills
Office Management, Creative Problem Solving, Time Management, Strong People Skills, Professional Conduct, High Expectations, Skilled Multi-tasker, Close Attention to..., Skilled Communicator, Quality and Consistency, Market Research, Relationship Development, Event Planning, Press Releases, Marketing, CRM, Human Resources, PowerPoint, Social Media, Management
Education
Elon University 2010 — 2014
B.S. Business Administration, Management
Cheverus High School 2006 — 2010
Vanguard May 2015 - Present
Elon University August 2012 - May 2015
Lake Norman Language Academy June 2014 - August 2014
Epitech November 2013 - May 2014
Subway June 2011 - August 2011
Skills
Experimental Economics, Economic Research, Regression Analysis, ANOVA, Microsoft Office, Public Speaking, English to French, French to English, English, Tutoring, French, PowerPoint
Education
Elon University - Martha and Spencer Love School of Business 2011 — 2015
Bachelor's degree, International Economics, Sophomore
Université Paul Valéry (Montpellier III) 2013 — 2014
Economics, Junior Year Study Abroad
Blair Academy 2007 — 2011
Highschool Diploma
Elsevier November 2011 - Present
Merion Matters April 2007 - November 2011
Merion Publications August 2008 - November 2009
Merion Publications August 2007 - November 2009
Slack Incorporated 2005 - 2007
Slackinc 1999 - 2007
Hem/Onc Today (Slack Inc) 1998 - 2005
Vanguard 1993 - 1998
Skills
Editing, Newsletters, InDesign, Proofreading, Mac, InCopy, Adobe Acrobat, Fact-checking, PowerPoint, Microsoft Office, Windows, Infectious Diseases, Nursing, Outlook, Writing, Access, Cardiology, Oncology, Dermatology, Ophthalmology, Orthopedics, Practice Management, Hematology, Endocrinology, Pragmatic Marketing..., Excel, Word, Microsoft Excel, Publishing, Books, Microsoft Word, Orthopedic, Editorial, Web Content, Copywriting
Education
Elizabethtown College 1988 — 1991
BA, English: Professional Writing
Vanguard April 2012 - Present
Quench USA, Inc. June 2011 - March 2012
Verizon Communications September 2000 - July 2010
Skills
Series 6, Series 63, Client Relations Skills, Client Education, Customer Retention
Education
Elizabethtown College
Business Administration, 3.8
Pennsylvania College of Technology
Associates Degree, Commercial and Advertising Art
Vanguard October 2014 - Present
Vanguard January 2014 - October 2014
Northwestern Mutual October 2012 - December 2013
Northwestern Mutual May 2012 - September 2012
Skills
Customer Service, Teamwork, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Leadership, Financial Analysis, Strategic Financial..., Life Insurance, Time Management, Event Management, Insurance, Retirement Planning, Disability Insurance
Education
Elon University - Martha and Spencer Love School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Midlothian High School 2004 — 2008
Vanguard September 2015 - Present
Vanguard August 2012 - September 2015
Vanguard May 2011 - August 2012
Vanguard June 2010 - May 2011
Elon University January 2009 - May 2010
Skills
Marketing Communications, Time Management, Customer Service, Networking, Social Media, Facebook, Microsoft Office, PowerPoint, Public Speaking, Social Media Marketing
Education
Elon University 2006 — 2010
B.A, Strategic Communications
Vanguard July 2013 - Present
Vanguard July 2012 - July 2013
Vanguard June 2011 - August 2011
United States Air Force October 2007 - June 2010
United States Air Force July 2005 - October 2007
United States Air Force July 2003 - July 2005
United States Air Force February 2000 - July 2003
Skills
Process Improvement, Leadership Development, Team Building, Six Sigma, Series 7, Series 63, Series 24, Project Management, Cross-functional Team..., Leadership, Aerospace, Management, Microsoft Office, Program Management, Risk Management, Analysis, Microsoft Excel, Quality Assurance, Financial Analysis, Requirements Analysis, Business Analysis, Forecasting, Management Consulting, Business Process..., Data Analysis, Business Strategy
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2010 — 2012
MBA, Finance
Embry-Riddle Aeronautical University 2004 — 2009
B.S., Professional of Aeronautics
Sikorsky Global Helicopters October 2013 - Present
Vanguard June 2012 - October 2013
Quantech Services, Inc May 2009 - June 2012
Best Buy September 2009 - December 2009
Western New England College September 2008 - May 2009
Springfield Falcons September 2008 - April 2009
Canobie Lake Park May 2008 - August 2008
Western New England College September 2007 - April 2008
Victoria's September 2006 - December 2007
Western New England College September 2005 - May 2006
Skills
Project Management, Customer Service, Marketing, PowerPoint, Sales, Microsoft Excel, Access, Microsoft Office, Microsoft Word, Leadership, Public Speaking, Time Management, Social Media, Research, Outlook, Analysis, Training, Team Leadership, Event Planning, Management, Event Management, Marketing Communications, Social Networking, Social Media Marketing, Financial Reporting, Editing, Facebook, Teamwork
Education
Western New England College 2005 — 2009
Degree: Bachelors of Science, Business Administration; Sport Management
Embry-Riddle Aeronautical University
MBA in Aviation, Aviation
Vanguard October 2011 - Present
Kellogg Company December 2010 - May 2012
Guardian Consultants Inc. March 2007 - December 2010
Allstate February 2009 - October 2009
Banco Popular North America December 2004 - February 2007
Liberty Mutual Insurance February 2000 - December 2004
Motorola (Millenium Staffing) June 1998 - February 2000
Fel-Pro Inc. (now Federal Mogul) August 1989 - May 1998
Skills
Administrative..., Human Resources, Contract Management, Customer Service, Management, Bilingual, Office Administration, Executive Level..., Travel Arrangements, Transcription, Project Coordination, Healthcare
Education
Catherine College
Certificate, Legal Secretary
Elgin Community College
Business Administration
Vanguard October 2012 - Present
The Vanguard Group September 2010 - November 2012
Lawrence Student Writers Workshop/ Andover Bread Loaf June 2003 - July 2010
JSI January 2010 - April 2010
Le Renard January 2007 - April 2010
Tutors for All September 2009 - December 2009
Emmanuel College January 2009 - December 2009
Emmanuel College Office of Student Activities June 2007 - January 2008
Skills
SPSS, Microsoft Office, French, Leadership, PowerPoint, Research, Data Entry, Social Media, Microsoft Word, Spanish, Editing, Fundraising, Non-profits, Microsoft Excel, Event Planning, Community Outreach, Social Networking, Blogging, Teaching, Data Analysis
Education
Emmanuel College 2006 — 2010
Bachelor of Arts, English Communications, Spanish (minor)
Presentation of Mary Academy 2002 — 2006
High School Diploma
TIAA-CREF September 2015 - Present
Vanguard June 2014 - September 2015
UBS Wealth Management February 2014 - May 2014
Blue Ridge Companies May 2011 - August 2013
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Financial Modeling, Corporate Finance, Microsoft Office, Valuation, Finance, Microsoft Word, Investments, Teamwork, Banking, Portfolio Management, Budgets, Facebook, Public Speaking
Education
Elon University 2010 — 2014
Bachelor of Science (BS), Finance, General
East Chapel Hill High 2006 — 2010
Vanguard October 2014 - Present
Vanguard December 2013 - Present
Vanguard August 2011 - November 2013
Vanguard January 2010 - December 2012
Vanguard September 2009 - August 2011
Vanguard August 2008 - September 2009
Credit Suisse May 2007 - September 2007
Primary Eye Care January 2002 - July 2007
Dwayne Dills, CPA PC May 2006 - August 2006
Skills
Leadership, Management, Financial Analysis, Analysis, Change Management, Business Analysis, Leadership Development, Finance, Project Management, Team Leadership, Competitive Analysis, Business Process, Cross-functional Team..., Data Analysis, Process Improvement, Risk Management, Coaching, Investments, Financial Planning, Financial Services, Multi-site Team...
Education
Wake Forest University School of Business 2015 — 2017
Master of Business Administration (MBA)
Elon University 2004 — 2008
BS, Business Administration: Finance Concentration. Philosophy and Leadership minors.
Vanguard June 2015 - Present
TIAA-CREF August 2013 - April 2015
TIAA-CREF February 2008 - July 2013
Vanguard December 2006 - February 2008
Vanguard March 2005 - December 2006
Vanguard March 2004 - March 2005
Skills
Wealth Management, Series 7, Series 63, Mutual Funds, 401k, Retirement, Series 65, Retirement Planning, Investment Strategies, Asset Allocation, Investments, Strategic Financial..., Investment Management, Certified Financial..., Personal Financial..., Investment Advisory, Estate Planning, Securities, Fixed Income, Series 6, Microsoft Office, Finance, Financial Services, Relationship Management
Education
Elizabethtown College 1999 — 2003
Bachelor of Science (B.S.), Finance, General
One Parking, Inc. June 2015 - Present
Island Dogg Hotdogs, LLC. August 2013 - Present
One Parking, Inc. February 2013 - June 2015
Kaplan University June 2009 - February 2013
Kaplan University October 2008 - June 2009
Bob King Automall June 2006 - June 2007
Stevenson Automotive Group December 2005 - April 2006
Moore Buick, Pontiac, GMC November 2003 - November 2005
Stevenson Automotive Group August 2002 - November 2003
Vanguard January 1998 - April 2002
Skills
Communication, Marketing, Public Speaking, Process Improvement, Analysis, PowerPoint, Training, Financial Analysis, Bookkeeping, Team Management, Revenue Control, Variance Analysis, Revenue Analysis, Sales, Admissions, Leadership, Time Management, Management, Customer Service, Team Building, Budgets
Education
Kaplan University-School of Business and Management 2011 — 2013
Master of Business Administration
Kaplan University
Bachelor of Science in Legal Studies-Summa Cum Laude
Kaplan University
Associate of Applied Science, Paralegal Studies-Magna cum Laude
Elon University 1989 — 1991
Vanguard November 2013 - Present
Delta Sigma Pi April 2011 - Present
Macy's October 2014 - January 2015
Macy's November 2013 - February 2014
Northwestern Mutual January 2013 - October 2013
Superior Sign & Lighting November 2012 - June 2013
Delta Sigma Pi - Gamma Phi Chapter May 2012 - May 2013
Macy's November 2012 - January 2013
Forever 21 November 2012 - December 2012
SMG June 2009 - November 2012
Skills
Microsoft Office, Outlook, Customer Service, Social Media, Dedicated Professional, Manage Client..., Leadership, Accounts Receivable, Proposal Writing, Technical Writing, Databases, Tenacious Work Ethic, Public Relations, Data Entry
Education
The University of Texas at El Paso 2010 — 2013
Bachelor of Business Administration (B.B.A.), Economics, Magna Cum Laude
El Paso Community College 2007 — 2010
Associate of Arts (A.A.), Business Administration and Management, General, 3.7 / 4.0
Vanguard June 2015 - Present
Skills
Risk Management, Portfolio Management, Leadership, Analysis, Equities, Asset Allocation, Finance, Management, Series 63, Research, Customer Service, Consulting, Six Sigma, Product Development, Financial Analysis
Education
Elon University - Martha and Spencer Love School of Business
BS, Finance
関西外国語大学 / Kansai Gaidai University
Japanese Foreign Exchange Program
Vanguard March 2014 - Present
Vanguard May 2013 - March 2014
Vanguard February 2011 - May 2013
Vanguard April 2007 - February 2011
C June 2003 - April 2007
Vanguard July 2000 - June 2003
Skills
Leaadership, Management, Project Management, Risk Management, ASPPA - QKA, Coaching and Development, Internal Controls, Microsoft Office, Visio, iGrafx
Education
Elizabethtown College
Bachelor’s Degree, Business Administration and Management, General
Elizabethtown College
Master of Business Administration (M.B.A.)
Vanguard June 2014 - Present
Vanguard July 2013 - June 2014
Elizabethtown College August 2009 - May 2013
Robert F. Kennedy Foundation of Europe February 2012 - May 2012
Skills
Leadership, Project Management, Business Strategy, Public Speaking, Strategic Influence, Stakeholder Engagement, Relationship Building, Coaching & Mentoring, Independent Thinking, Forward Planning, Intellectually Curious, Qualitative Research, Data Analysis, Investments, Finance, Economics, Nonprofits, Marketing, Microsoft Office, Microsoft Excel, PowerPoint, Community Outreach
Education
Elizabethtown College 2009 — 2013
Bachelor's degree, Business Administration, Finance
Florence Univeristy of the Arts 2011 — 2012
Bachelor of Business Administration (B.B.A.), International Business
Vanguard January 2010 - Present
Vanguard 2005 - 2009
Vanguard 1999 - 2005
Software Design Concepts 1995 - 1999
National Computer Systems 1990 - 1995
Education
Eastern University
B.A. Organizational Management
Vanguard June 2014 - Present
Alpha Pension Group June 2013 - August 2013
Golf Town June 2012 - August 2012
Martin, Magnuson, McCarthy & Kenney May 2009 - August 2011
Skills
Golf, Microsoft Excel, Access, Sales, Intermediate financial..., Investments, Financial Analysis, Series 63, Series 7
Education
Elon University 2010 — 2014
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance, Junior
Study Abroad
Business in the Pacific Rim
Middlesex School 2008 — 2010
Bricks 4 Kidz July 2013 - Present
CVS Caremark Corporation January 2009 - June 2013
Rite Aid April 2005 - November 2008
Vanguard September 2004 - April 2005
Advanta July 2003 - September 2004
Skills
Pharmacy, Organizational..., Pharmacy Practice, Communication, Customer Service, Organization, Phone Etiquette, Party Planning
Education
Edison Community College 2010 — 2012
Perkiomen Valley High School 1999 — 2003
High School Diploma
Vanguard June 2013 - Present
Sunoco May 2012 - August 2012
Sunoco May 2011 - August 2011
Bath & Body Works May 2010 - May 2011
Panera Bread November 2007 - May 2010
Skills
Microsoft Office, Ariba Contracts, ISNetworld
Education
Elon University 2009 — 2013
Elon University - Martha and Spencer Love School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), International Business, Rising Senior
Williams Scotsman August 2013 - Present
Nicholas & Associates, Inc. December 2009 - August 2013
Vanguard 2006 - 2008
Skills
Employee Benefits, Microsoft Office, Event Planning, Customer Service, Social Media, PowerPoint, Microsoft Excel, Microsoft Word, Editing, Marketing Communications, Event Management, Project Management, Strategic Planning, Budgets, Project Coordination, Account Management, Employee Relations, Onboarding, HRIS, Human Resources, Personnel Management, Payroll, Management, Recruiting, Benefits Administration, Organizational..., Training, Administration, Leadership
Education
Elon University 2001 — 2005
Bachelor of Arts (B.A.), Journalism
Merrill Lynch June 2012 - June 2015
Vanguard August 2010 - May 2012
Skills
Mutual Funds, ETFs, Bloomberg Terminal, Retirement Planning, Wealth Management, Investment Strategies, Equities, Asset Allocation, Trading, Fixed Income
Education
Elizabethtown College 2006 — 2010
Bachelor of Science (B.S.), Finance, General
Pace University-New York 2008 — 2009
Vanguard November 2012 - Present
Mission Solutions Engineering, LLC October 2009 - November 2012
Computer Sciences Corporation 1985 - 2009
Skills
C++, Java, Eclipse, Unix, JavaScript, Visual Basic, Software Development, JUnit, Object Oriented Design, ClearCase, Programming, Testing, Visio, OOP, UML, Access, Agile, Rhapsody, Web Services, Spring, Maven, Scrum, Design Patterns, Subversion, XML, Integration, Software Engineering, Agile Methodologies, SOA, Tomcat, CMMI, Unit Testing, C, C#, Linux, Perl, Requirements Analysis, SQL, Software Design, Unix Shell Scripting, Visual Studio
Education
Villanova University 1990 — 1995
Masters, Computer Science
Elizabethtown College 1979 — 1982
Vanguard August 2015 - Present
Maas Capital LLC June 2014 - September 2014
Agricola Eatery June 2013 - September 2013
Springdale Golf Club May 2012 - August 2012
Province Line Asset Management, LLC April 2011 - May 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Time Management, Teamwork, Business Development, Economics, Public Speaking, Research
Education
Elon University - Martha and Spencer Love School of Business 2011 — 2015
Bachelor's of Science in Business Administration, Major: Finance / Minor: Economics, Junior
Charles Schwab August 2015 - Present
Vanguard August 2014 - March 2015
AAMCO Transmissions June 2012 - February 2014
Sportz Ventures March 2009 - May 2009
Skills
Microsoft Excel, Facebook, Social Media, Sales, Microsoft Office, Customer Service, Leadership, PowerPoint, Customer Satisfaction
Education
Elon University - Martha and Spencer Love School of Business 2010 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Rockland Community College 2007 — 2009
Associate of Science, Business Administration
Fidelity Investments June 2015 - Present
Fidelity Investments February 2013 - June 2015
Vanguard June 2010 - July 2011
Vanguard June 2008 - July 2010
Vanguard February 2007 - June 2008
Vanguard November 2005 - February 2007
Vanguard August 2004 - November 2005
Skills
PL/SQL, Oracle SQL, Database Administration, Project Management, MBA, Strategic Planning, Quality Assurance, Quality Center, System Testing, Change Management, Actuarial Science, Healthcare, Financial Analysis, Defined Benefit, Financial Services, Business Analysis, SQL, PMP, Agile Methodologies, Scrum, Iso 9000, Cognos, Project Planning, IT Project Leadership, ITIL, Analysis, SDLC, Testing, Process Improvement, HP Quality Center
Education
Temple University - Fox School of Business and Management 2011 — 2012
MBA, International Business
École des Ponts Business School 2011 — 2012
MBA, International Business Administration
Ursinus College 2000 — 2004
Bachelor of Arts (BA), International Business, International Politics
Mount Everett
Vanguard May 2015 - Present
Vanguard September 2013 - May 2015
Vanguard July 2012 - September 2013
Vanguard November 2010 - July 2012
Elon University March 2007 - May 2010
Kingsdown, Inc. June 2007 - August 2007
Skills
Microsoft Excel, Access, PowerPoint, Facebook, Microsoft Office, Bloomberg, Microsoft Word, Data Analysis, Outlook, Event Planning, Social Media, Fundraising, Public Speaking, Customer Service, Research, Lotus Notes, Photoshop, Microsoft Access
Education
Elon University - Martha and Spencer Love School of Business
B.S., Major in Finance; Minor in Economics
Magnolia Realty Services May 2015 - Present
Vanguard October 2011 - December 2014
Vanguard March 2010 - October 2011
Skills
Financial Reporting, Forecasting, Variance Analysis, Strategic Financial...
Education
Isenberg School of Management, UMass Amherst 2010 — 2012
MBA
Elizabethtown College
International Business
Drama Kids International 2006 - Present
Self-employed performer January 2000 - Present
Renaissance Academy Charter School March 2001 - May 2003
Vanguard June 1989 - November 1999
Skills
Theatre, Acting, Teaching, Public Speaking, Drama, Musical Theatre, Stage, Performing Arts, Directing, Staff Development, Curriculum Design, Singing, Creative Writing, Marketing, Public Relations, Curriculum Development, Community Outreach, Management, Classroom, Newsletters, Training, Employee Training
Education
West Chester University of Pennsylvania 1984 — 1986
Bachelor of Science, Business
Elizabethtown College 1978 — 1981
Business
Shepherd's Hope, Inc. February 2015 - Present
Brookdale January 2015 - Present
Aspire Health Partners, Inc. June 2014 - January 2015
KirbiCort, Inc April 2014 - June 2014
Options for Senior America August 2013 - November 2013
Vanguard October 2010 - November 2011
Liberty Resources Inc December 2008 - March 2010
Vanguard May 2008 - December 2008
Vanguard May 2006 - May 2008
Vanguard November 2001 - May 2006
Skills
Training, Customer Service, Applicant Tracking..., Recruiting, Interviews, Analysis, Wound Care, Vital Signs, Venipuncture, Trach Care, Direct Patient Care, Medication..., Enteral Feeding, Catheters
Education
ECPI University 2012 — 2013
Diploma, Practical Nursing, 3.4
Widener University
Bachelor of Science, Psychology
Indiana State University
Bachelor of Science (B.S.), Registered Nursing/Registered Nurse
Vanguard Project AdministratorThe Vanguard Group2005 - Present
Education
Pennsylvania State University-Great Valley Graduate Center 2008 — 2011
Masters, Business Administration
Elon University - Martha and Spencer Love School of Business 2001 — 2005
Anthem October 2014 - Present
Humana October 2001 - October 2014
Aetna 1995 - 2001
USHealthcare 1995 - 1997
Vanguard June 1993 - August 1995
Skills
Managed Care, Health Savings Accounts, Health Insurance, Medicare, Sales, Employee Benefits, Provider Relations, PPO, Disability Insurance, Healthcare, Health Policy, Life Insurance, Health Care Reform, Brokers, Network Development, Medicare Part D, Underwriting, Disease Management, Benefits Administration, Pharmacy Benefit..., Insurance, Medicaid, Healthcare Industry, Long-term Care, Account Management, HMO, Group Insurance, Selling, Customer Relations, Strategic Planning, Team Building, Leadership, Process Improvement, Management
Education
Elon University 1989 — 1993
Bachelor's Degree, Business and Corporate Communications
Vanguard October 2013 - Present
Vanguard January 2011 - October 2013
Vanguard May 2005 - December 2010
Vanguard August 2000 - May 2005
Vanguard June 1999 - August 2000
Skills
Finance, Mutual Funds, Investments, Equities, Asset Allocation, Asset Management, Investment Strategies, Portfolio Management, Series 63
Education
Villanova University 2001 — 2004
M.B.A., Commerce and Finance
Elizabethtown College 1995 — 1999
B.S., Finance
Vanguard May 2015 - Present
Vanguard April 2013 - May 2015
Vanguard August 2011 - April 2013
Vanguard January 2010 - August 2011
Vanguard March 2008 - December 2009
Vanguard February 2007 - March 2008
The Gazelle Group January 2006 - January 2007
Canon Business Solutions August 2005 - January 2006
Skills
Account Management, Sales, Business Development, PowerPoint, Social Media
Education
Elon University 2001 — 2005
BA, Broadcast Communications
Vanguard March 2004 - Present
Skills
Mutual Funds, Series 63, Series 7, Investments, Equities, Securities, Financial Services, Series 6, Bloomberg, Fixed Income, ETFs, Relationship Management, Series 24, Risk Management, Customer Service, FINRA, Business Analysis, Microsoft Excel, Financial Analysis, Alternative Investments, Strategic Planning
Education
Elizabethtown College 1993 — 1997
BS, History
Vanguard January 2006 - Present
Vanguard January 2003 - January 2009
Vanguard June 2000 - January 2006
Vanguard September 1997 - June 2000
National Coalition of Associations of 7-Eleven Franchisees January 1992 - December 1997
7-Eleven (Self Employed) 1987 - 1996
RDL Inc. December 1982 - April 1987
Skills
Compliance, Series 7, Microsoft Office, Series 24, Series 63, Project Management, Securities
Education
Eastern University
BA
Montgomery County Community College
AS
UHS July 2015 - Present
Independence Blue Cross July 2013 - July 2015
Vanguard March 2012 - June 2013
Vanguard April 2007 - March 2012
Vanguard March 2005 - March 2006
Vanguard October 1998 - March 2005
Fleet Credit Card Services 1995 - 1998
Advanta 1993 - 1995
Skills
Program Management, Performance Consulting, Employee Training, Workshop Facilitation, Leadership Development, Performance Management, Negotiation, Organizational..., Coaching, Training, Staff Development, Instructor-led Training, Captivate, Process Improvement, Instructional Design, SnagIt, Blended Learning, Change Management, Training Delivery, Leadership, Behavioral Interviewing, Interviewing Skills, Staff Management, Team Leadership, Team Building, Talent Acquisition, DISC, Myers-Briggs Certified, Zenger Miller, Series 63, Achieve Global Certified, Achieve Global..., American Society for..., DDI Certified, Certified DDI..., Client Relations Skills, Manage Client..., Job Coaching, Professional..., Customer Service, Customer Service..., Management, Client Liaison, Career Development, CRM
Education
Philadelphia College of Osteopathic Medicine 2006 — 2008
MS ODL, Organizational Leadership and Development
Edinboro University of Pennsylvania 1982 — 1987
Bachelor of Arts, Speech Communications and History
Wells Fargo July 2015 - Present
Wells Fargo December 2014 - July 2015
Santander Bank, N.A. December 2013 - May 2014
Wells Fargo September 2012 - November 2013
Lincoln Financial Distributors December 2007 - September 2012
Vanguard 2001 - 2007
United Way of Southeastern Pennsylvania 2005 - 2005
Skills
Series 7, Series 6, Variable Annuities, Series 63, Mutual Funds, FINRA, Fixed Annuities, Retirement, 401k, Financial Services, Sales, Investments, Banking, Insurance, IRAs, Sales Presentations, Defined Contribution, Customer Relations, Mentoring, Relationship Management, Defined Benefit, Life Insurance, Pensions, Health Insurance, 401k Rollovers, Qualified Retirement..., Personal Finance, Microsoft Excel, Life, High Net Worth..., Savings, Wholesale, Loans, Testing
Education
Eastern University 2005 — 2007
MBA, Business Administration and Management, General
Henderson High School 1990 — 1992
Springfield High School
Vanguard July 2015 - Present
Elon University August 2011 - May 2015
Burlington Royals May 2014 - August 2014
Burlington Royals May 2013 - August 2013
Wilmington Hammerheads FC Professional Soccer May 2012 - August 2012
Montana Silversmiths December 2011 - January 2012
Education
Elon University 2011 — 2015
Marketing & Entrepreneurship
Vanguard February 2013 - Present
Vanguard December 2011 - January 2013
Vanguard 2011 - 2012
Vanguard 2007 - 2011
Vanguard 2006 - 2007
Vanguard 1999 - 2005
Delaware Investment Group 1998 - 1999
First Union Bank Corp 1997 - 1998
Skills
Defined Benefit, Mutual Funds, Series 63, Financial Services, Leadership, Relationship Management, Strategic Financial..., Employee Benefits, Securities, Insurance, Asset Management, CRM, Asset Allocation, Risk Management, Investments, Portfolio Management, Financial Analysis, 401k, Series 6, Series 26, Wealth Management, Retirement Planning
Education
Eastern University
Master of Business Administration (MBA), Business Administration and Management, General
Penn State University
Bachelor of Arts (B.A.), English
Vanguard November 1995 - Present
Skills
Business Development, Financial Services, Recruiting, Series 63, Mutual Funds, Series 7, Strategic Planning, Strategic Financial..., Relationship Management, Management, Investments, Retirement Planning
Education
Queens University of Charlotte 2000 — 2002
CFP course work
Elon University 1991 — 1995
BA, Corporate Communication
Vanguard September 2011 - Present
Bank of New York Mellon February 2006 - September 2011
Education
Elon University 2001 — 2005
BA, Psychology
Vanguard April 2015 - Present
Vanguard December 2012 - Present
Vanguard August 2011 - December 2012
Vanguard August 2006 - August 2011
Skills
Investments, Mutual Funds, Relationship Management, Equity Trading, High Net Worth..., Employee Training, Volunteering, Process Improvement, Mentoring, Operational Planning, Series 63, Analysis, Equities, Retirement Planning, Series 7
Education
Elon University 2002 — 2006
Bachelor of Sciences, Business Administration; Finance emphasis
Governor Mifflin High School 1998 — 2002
Vanguard October 2009 - Present
Vanguard July 2008 - October 2009
Vanguard June 2006 - July 2008
Skills
Public Speaking, Microsoft Office, Communication, Leadership, SharePoint, Client Relationships, Strategic Thinking, Analytical Skills, Influence Others, Problem Solving, Teamwork, Relationship Management, Management
Education
Elizabethtown College 2002 — 2006
BS, Finance and Management
Vanguard May 2013 - Present
Vanguard November 2012 - May 2013
Vanguard October 2008 - November 2012
Vanguard November 2007 - October 2008
Petroleum Management Consultants October 2006 - October 2007
Harrison's Restaurant June 2002 - September 2006
Skills
Microsoft Excel, Microsoft Access, Cognos, Microsoft Powerpoint, Series 7, Series 63, Eagle Scout, Investments, Management, Accounting, Finance, Analysis, Strategic Planning, CRM
Education
Elon University 2002 — 2006
Bachelor of Science (BS), International Business, GPA 3.34
North Carolina School of Science and Mathematics 2000 — 2002
University of Maryland University College
Master of Science (MS), Data Analytics
Vanguard August 2013 - Present
Vanguard November 2010 - Present
Vanguard March 2006 - October 2010
PaTLA April 2001 - March 2006
WPMT-FOX43 June 2000 - April 2001
FOX 29 January 2000 - June 2000
Skills
Web Content, Editing, Marketing, Media Relations, Social Media, Internal Communications, Crisis Communications, Newsletters, Copywriting, Blogging, Press Releases, Marketing Communications, Strategic Communications, Communication Training, Communications Planning, Corporate Communications, Public Relations, Facebook, Web Content Management, Ap Style, Content Development, Yoga Instruction, Project Management, Change Management
Education
University of Phoenix 2003 — 2006
MBA, Marketing
Elizabethtown College 1996 — 2000
BA, Communications
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 September 2005 - Present
Education
Eastern University 2005 — 2009
Bachelor of Business Administration (B.B.A.)
St. Joseph's University 2002 — 2005
Master of Business Administration (M.B.A.)
BVA Scientific, Inc December 2008 - July 2015
Vanguard November 2006 - May 2008
Bank of America May 2005 - November 2006
Skills
Customer Service, Leadership, Microsoft Excel, Process Improvement, Microsoft Word, PowerPoint, Microsoft Office, Problem Solving, Account Management, Lotus Notes, Sales, Supervising, Cash Handling Experience, Purchasing, Phone Manner, Detailed Organization, Daily Operations, Following Up, Independence, Teamwork, Price Lists, Price Quotes, Meeting Scheduling, 403 b, Error Analysis, Volleyball, Exercise Prescription, Crochet, Sports Coaching, ATMs, Cashiering, Supportive Services, Order Management, Train Others, Processing, Reports, Communication, Multitasking Skills, System Maintenance, Template Creation, Defect Life Cycle, Quality Assurance, Project Management, User Experience Design, Basic HTML, Data Analysis, Manual Testing, Full Life Cycle..., Management, Strategic Planning
Education
Eastern University
Bachelor of Science (B.S.), Health and Exercise Science
Vanguard May 2009 - Present
Vanguard May 2004 - May 2009
Vanguard November 1996 - May 2004
GE Capital October 1980 - November 1996
The Great Atlantic & Pacific Tea Company June 1975 - June 1980
Skills
Lotus Notes, Access, Microsoft Excel, Microsoft Office, Outlook, PowerPoint, Customer Service, Microsoft Word, Financial Analysis, SharePoint, Spreadsheets, Analysis, Risk Management, Administrative..., Software Documentation, Data Entry, Time Management, Data Analysis, Leadership, Office Administration
Education
Edinboro University of Pennsylvania 1973 — 1975
Vanguard January 2007 - Present
Education
Elizabethtown College
Tower Hill Trading June 2014 - Present
Vanguard 2014 - 2014
Towne Park October 2012 - December 2013
Eastern Washington University September 2010 - June 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft SQL Server, Customer Service, Electronic Trading, FX trading
Education
Eastern Washington University
Bachelor of Arts (B.A.), Finance, General