Vanguard Company

Industry: Investment management company

Description

The Vanguard Group is an American registered investment advisor based in Malvern, Pennsylvania with over $5.1 trillion in assets under management. It is the largest provider of mutual funds and the second-largest provider of exchange-traded funds in the world after BlackRock's iShares. Customer service: 0800 032 3731 Assets under management: 5.1 trillion USD (January 31, 2018) Founder: John C. Bogle Founded: 1 May 1975, Valley Forge, Pennsylvania, United States CEO: Mortimer J. Buckley (Jan 2018–) Headquarters: Valley Forge, Pennsylvania, United States

Vanguard List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Vanguard. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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9,967 Vanguard employees in database. Find out everything there's to know about Vanguard employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Vanguard Employees

Employee
Years
Job
Industry
Stephanie Valls-Yanez Stephanie Valls-Yanez Scottsdale, Arizona Details
Stephanie Valls-Yanez's Vanguard Experience August 2014 - Present
Job Client Services Representative at Vanguard
Industry Financial Services
Experience
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

Alexandra Hojnacki Alexandra Hojnacki West Chester, Pennsylvania Details
Alexandra Hojnacki's Vanguard Experience August 2012 - Present
Job Client Relationship Associate at Vanguard
Industry
Experience
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

Joseph P. Hofmann Joseph P. Hofmann Greater Philadelphia Area Details
Joseph P. Hofmann's Vanguard Experience April 1999 - September 2000
Job Vice President, Institutional Retirement Solutions at Lincoln Financial Group
Industry Financial Services
Experience
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

Emily Besancon Emily Besancon New York, New York Details
Emily Besancon's Vanguard Experience July 2013 - July 2014
Job Factset Consultant
Industry Computer Software
Experience
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

Jared Rosenau Jared Rosenau West Chester, Pennsylvania Details
Jared Rosenau's Vanguard Experience December 2010 - Present
Job Assigned Representative at Vanguard
Industry Financial Services
Experience
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

Edward Threlfall Edward Threlfall Mclean, Virginia Details
Edward Threlfall's Vanguard Experience June 2015 - Present
Job Associate at Vanguard
Industry Financial Services
Experience
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

Jeff Rickel Jeff Rickel Greater Philadelphia Area Details
Jeff Rickel's Vanguard Experience May 2014 - Present
Job Communications Administrator at Vanguard
Industry Marketing and Advertising
Experience
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

Terrell McCray Terrell McCray Greater Philadelphia Area Details
Terrell McCray's Vanguard Experience August 2005 - August 2014
Job Recruiter for Metro New York Area at Penske Truck Leasing
Industry Investment Management
Experience
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

Alicia McGuigan Alicia McGuigan Greater Philadelphia Area Details
Alicia McGuigan's Vanguard Experience April 2015 - Present
Job Project Administrator IMS PMO at Vanguard
Industry Financial Services
Experience
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

Beth Shearn Beth Shearn Greater Philadelphia Area Details
Beth Shearn's Vanguard Experience 1996 - 1999
Job Owner/Operator at BizRoots, LLC
Industry Real Estate
Experience
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

Alexa Cordaro Alexa Cordaro Greater Philadelphia Area Details
Alexa Cordaro's Vanguard Experience May 2014 - Present
Job United Way Loaned Executive (via Vanguard)
Industry Financial Services
Experience
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

Kelsey Hooven Kelsey Hooven Greater Philadelphia Area Details
Kelsey Hooven's Vanguard Experience April 2014 - Present
Job Correspondence Associate at Vanguard
Industry Public Relations and Communications
Experience
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

Susan Schlenker Susan Schlenker Greater Philadelphia Area Details
Susan Schlenker's Vanguard Experience January 2010 - Present
Job Client Relationship Associate at Vanguard
Industry Financial Services
Experience
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

Nate Alford Nate Alford Phoenix, Arizona Area Details
Nate Alford's Vanguard Experience July 2014 - March 2015
Job Charles Schwab
Industry Financial Services
Experience
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

Becky Dwyer Becky Dwyer Greater Philadelphia Area Details
Becky Dwyer's Vanguard Experience January 2014 - Present
Job Brokerage Investment Professional at Vanguard
Industry Financial Services
Experience
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

Elizabeth Enwright Elizabeth Enwright Greater Philadelphia Area Details
Elizabeth Enwright's Vanguard Experience July 2015 - Present
Job Project Administrator at Vanguard
Industry Financial Services
Experience
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

Evan Cianchette Evan Cianchette Charlotte, North Carolina Area Details
Evan Cianchette's Vanguard Experience June 2014 - February 2015
Job Analyst at Babson Capital Management
Industry Investment Management
Experience
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

Cole Sterling Voynick Cole Sterling Voynick Charlotte, North Carolina Area Details
Cole Sterling Voynick's Vanguard Experience May 2015 - Present
Job Client Relationship Specialist at Vanguard
Industry Financial Services
Experience
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

Tammy Dotts Tammy Dotts Greater Philadelphia Area Details
Tammy Dotts's Vanguard Experience 1993 - 1998
Job Managing Editor at Elsevier
Industry Publishing
Experience
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

Julie Pattinson Julie Pattinson Malvern, Pennsylvania Details
Julie Pattinson's Vanguard Experience April 2012 - Present
Job Life Events Associate at Vanguard
Industry Financial Services
Experience
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

Jermile' Batten Jermile' Batten Charlotte, North Carolina Details
Jermile' Batten's Vanguard Experience October 2014 - Present
Job Investment Professional at Vanguard
Industry Financial Services
Experience
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

Dan Browne Dan Browne Greater Philadelphia Area Details
Dan Browne's Vanguard Experience September 2015 - Present
Job Public Relations at Vanguard
Industry Financial Services
Experience
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

Caleb Garcia Caleb Garcia Greater Philadelphia Area Details
Caleb Garcia's Vanguard Experience July 2013 - Present
Job Retail Resolution Services Manager at Vanguard
Industry Financial Services
Experience
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

Lindsey (Marsh) Reeves Lindsey (Marsh) Reeves Coatesville, Pennsylvania Details
Lindsey (Marsh) Reeves's Vanguard Experience June 2012 - October 2013
Job Supplier Development Analyst at Sikorsky Global Helicopters
Industry Aviation & Aerospace
Experience
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

Leticia Rios Leticia Rios Greater Chicago Area Details
Leticia Rios's Vanguard Experience October 2011 - Present
Job Executive Assistant at Vanguard
Industry Hospital & Health Care
Experience
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

Sara Anziani Sara Anziani Phoenix, Arizona Area Details
Sara Anziani's Vanguard Experience October 2012 - Present
Job Transition Associate at Vanguard
Industry Financial Services
Experience
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

Michael Bennett-Chew Michael Bennett-Chew Charlotte, North Carolina Details
Michael Bennett-Chew's Vanguard Experience June 2014 - September 2015
Job Financial Consultant at TIAACREF
Industry Financial Services
Experience
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

Alex Satterfield, CFP® Alex Satterfield, CFP® Charlotte, North Carolina Details
Alex Satterfield, CFP®'s Vanguard Experience October 2014 - Present
Job Flagship Services Client Manager
Industry Financial Services
Experience
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.

Matthew McClendon, CFA, CFP® Matthew McClendon, CFA, CFP® Mount Joy, Pennsylvania Details
Matthew McClendon, CFA, CFP®'s Vanguard Experience June 2015 - Present
Job Senior Wealth Advisor at Vanguard
Industry Financial Services
Experience
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

Stephen Rudolph, MBA Stephen Rudolph, MBA West Palm Beach, Florida Details
Stephen Rudolph, MBA's Vanguard Experience January 1998 - April 2002
Job Corporate Administrator at One Parking
Industry Executive Office
Experience
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

Amanda M Cook Amanda M Cook Phoenix, Arizona Area Details
Amanda M Cook's Vanguard Experience November 2013 - Present
Job Client Account Processing Associate
Industry Financial Services
Experience
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

Clement E. Ogbomo Clement E. Ogbomo Greater Philadelphia Area Details
Clement E. Ogbomo's Vanguard Experience June 2015 - Present
Job Corporate Strategy at Vanguard
Industry Financial Services
Experience
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

Rebecca Mauger Rebecca Mauger Greater Philadelphia Area Details
Rebecca Mauger's Vanguard Experience March 2014 - Present
Job Risk Analyst Manager
Industry Financial Services
Experience
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.)

Caitlin Setlock Caitlin Setlock Greater Philadelphia Area Details
Caitlin Setlock's Vanguard Experience June 2014 - Present
Job Communication Associate at Vanguard
Industry Financial Services
Experience
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

Pat Manley Pat Manley Greater Philadelphia Area Details
Pat Manley's Vanguard Experience January 2010 - Present
Job Manager in 529 College Savings Group at Vanguard
Industry Financial Services
Experience
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

Paul Keane Paul Keane Charlotte, North Carolina Details
Paul Keane's Vanguard Experience June 2014 - Present
Job Client Relationship Associate
Industry Financial Services
Experience
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

Lauren Rapp Lauren Rapp Royersford, Pennsylvania Details
Lauren Rapp's Vanguard Experience September 2004 - April 2005
Job Instructor at Bricks 4 Kidz
Industry Pharmaceuticals
Experience
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

Olivia Buck Olivia Buck Greater Philadelphia Area Details
Olivia Buck's Vanguard Experience June 2013 - Present
Job Investment Specialist at Vanguard
Industry Financial Services
Experience
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

Sarah O'Shea, GBA Sarah O'Shea, GBA Owings Mills, Maryland Details
Sarah O'Shea, GBA's Vanguard Experience 2006 - 2008
Job North American Benefits Administrator
Industry Human Resources
Experience
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

David Spetgang David Spetgang Greater New York City Area Details
David Spetgang's Vanguard Experience August 2010 - May 2012
Job Assistant Vice President/Financial Solutions Advisor at Merrill Lynch
Industry Financial Services
Experience
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

Christine Flamma Christine Flamma Greater Philadelphia Area Details
Christine Flamma's Vanguard Experience November 2012 - Present
Job Senior Java Developer at Vanguard
Industry Computer Software
Experience
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

Bryan Miner Bryan Miner Charlotte, North Carolina Area Details
Bryan Miner's Vanguard Experience August 2015 - Present
Job Client Service Specialist at Vanguard
Industry Financial Services
Experience
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

Matthew Felico Matthew Felico Phoenix, Arizona Area Details
Matthew Felico's Vanguard Experience August 2014 - March 2015
Job Financial Service Professional
Industry Financial Services
Experience
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

Antin Milukas, PMP Antin Milukas, PMP Raleigh-Durham, North Carolina Area Details
Antin Milukas, PMP's Vanguard Experience June 2010 - July 2011
Job Experienced Project Manager, with MBA analytic skills
Industry Financial Services
Experience
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

David Wilson III David Wilson III Greater Philadelphia Area Details
David Wilson III's Vanguard Experience May 2015 - Present
Job Fund Financial Analyst at Vanguard
Industry Financial Services
Experience
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

Vanessa Stence Okum Vanessa Stence Okum Lancaster, Pennsylvania Area Details
Vanessa Stence Okum's Vanguard Experience October 2011 - December 2014
Job Corporate Financial Administrator at Vanguard
Industry Financial Services
Experience
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

William Algeo William Algeo Greater Philadelphia Area Details
William Algeo's Vanguard Experience June 1989 - November 1999
Job Owner, Drama Kids of Montco
Industry Performing Arts
Experience
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

Desa Gilmer Desa Gilmer Orlando, Florida Details
Desa Gilmer's Vanguard Experience October 2010 - November 2011
Job Wellness Nurse at Brookdale
Industry Hospital & Health Care
Experience
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

Erica Deal Erica Deal Greater Philadelphia Area Details
Erica Deal's Vanguard Experience Project AdministratorThe Vanguard Group2005 - Present
Job Project Administrator at Vanguard
Industry Financial Services
Experience
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

Julie Siegel Julie Siegel Greater Atlanta Area Details
Julie Siegel's Vanguard Experience June 1993 - August 1995
Job National Account Executive at Anthem
Industry Health, Wellness and Fitness
Experience
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

Mike Meserole, CFA Mike Meserole, CFA Greater Philadelphia Area Details
Mike Meserole, CFA's Vanguard Experience October 2013 - Present
Job Senior Operational Risk Investment Analyst at Vanguard
Industry Financial Services
Experience
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

Jeffrey Proctor Jeffrey Proctor Greater Philadelphia Area Details
Jeffrey Proctor's Vanguard Experience May 2015 - Present
Job Project Lead at Vanguard
Industry Financial Services
Experience
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

Marc Tumolo Marc Tumolo Greater Philadelphia Area Details
Marc Tumolo's Vanguard Experience March 2004 - Present
Job Investor Trading Services Contingency Lead Vanguard
Industry Financial Services
Experience
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

Russell Speelhoffer Russell Speelhoffer Greater Philadelphia Area Details
Russell Speelhoffer's Vanguard Experience January 2006 - Present
Job Compliance Administrator at The Vanguard Group
Industry Financial Services
Experience
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

Andrew Hallman Andrew Hallman Greater Philadelphia Area Details
Andrew Hallman's Vanguard Experience March 2012 - June 2013
Job Sr. Learning and Development Consultant UHS
Industry Executive Office
Experience
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

Tom M. Thomas, MBA Tom M. Thomas, MBA Greater Philadelphia Area Details
Tom M. Thomas, MBA's Vanguard Experience 2001 - 2007
Job Financial Services Sales Consultant
Industry Financial Services
Experience
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

Grant Stimmel Grant Stimmel Charlotte, North Carolina Details
Grant Stimmel's Vanguard Experience July 2015 - Present
Job Vanguard Client Relationship Specialist
Industry Financial Services
Experience
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

Yasmeen Toney Yasmeen Toney Greater Philadelphia Area Details
Yasmeen Toney's Vanguard Experience February 2013 - Present
Job Senior Manager PEx Participant Services at Vanguard
Industry Financial Services
Experience
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

William Harvey CFP® William Harvey CFP® Charlotte, North Carolina Area Details
William Harvey CFP®'s Vanguard Experience November 1995 - Present
Job Manager at Vanguard
Industry Financial Services
Experience
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

Katharine Proctor Katharine Proctor Greater Philadelphia Area Details
Katharine Proctor's Vanguard Experience September 2011 - Present
Job Relationship Management
Industry Financial Services
Experience
Vanguard   September 2011 - Present
Bank of New York Mellon  February 2006 - September 2011

Education
Elon University   2001 — 2005
BA, Psychology

Andrew Ordemann Andrew Ordemann Charlotte, North Carolina Area Details
Andrew Ordemann's Vanguard Experience April 2015 - Present
Job High Net Worth Relationship Manager at Vanguard
Industry Financial Services
Experience
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

Scott Lafreniere Scott Lafreniere Greater Philadelphia Area Details
Scott Lafreniere's Vanguard Experience October 2009 - Present
Job Sales Analyst Vanguard International
Industry Financial Services
Experience
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

Rick Schlieper Rick Schlieper Charlotte, North Carolina Area Details
Rick Schlieper's Vanguard Experience May 2013 - Present
Job Data Administrator at Vanguard
Industry Financial Services
Experience
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

Kristy Mitchell Kristy Mitchell Paoli, Pennsylvania Details
Kristy Mitchell's Vanguard Experience August 2013 - Present
Job Communications Strategist at Vanguard
Industry Financial Services
Experience
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

Michelle Engle Michelle Engle Spring City, Pennsylvania Details
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

Tara Nuyianes Tara Nuyianes Norristown, Pennsylvania Details
Tara Nuyianes's Vanguard Experience September 2005 - Present
Job UI Interaction Designer at Vanguard
Industry Financial Services
Experience
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.)

Patsy Rivera-Mutiso Patsy Rivera-Mutiso San Antonio, Texas Details
Patsy Rivera-Mutiso's Vanguard Experience November 2006 - May 2008
Job Business Analyst Lead at Citi
Industry Logistics and Supply Chain
Experience
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

Marva Smith-Hankins Marva Smith-Hankins Philadelphia, Pennsylvania Details
Marva Smith-Hankins's Vanguard Experience May 2009 - Present
Job Testing Administrator at Vanguard
Industry Financial Services
Experience
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

Ann Neddoff Ann Neddoff Norristown, Pennsylvania Details
Ann Neddoff's Vanguard Experience January 2007 - Present
Job Compliance Administrator at Vanguard
Industry Financial Services
Experience
Vanguard   January 2007 - Present

Education
Elizabethtown College

Fikru T Fikru T Scottsdale, Arizona Details
Fikru T's Vanguard Experience 2014 - 2014
Job Proprietary Trader at Tower Hill Trading
Industry Financial Services
Experience
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

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