Vanguard Company
Industry: Investment management company
DescriptionThe Vanguard Group is an American registered investment advisor based in Malvern, Pennsylvania with over $5.1 trillion in assets under management. It is the largest provider of mutual funds and the second-largest provider of exchange-traded funds in the world after BlackRock's iShares. Customer service: 0800 032 3731 Assets under management: 5.1 trillion USD (January 31, 2018) Founder: John C. Bogle Founded: 1 May 1975, Valley Forge, Pennsylvania, United States CEO: Mortimer J. Buckley (Jan 2018–) Headquarters: Valley Forge, Pennsylvania, United States
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Vanguard Employees
Employee
Years
Job
Industry
James Forte, MBA James Forte, MBA's Vanguard Experience June 2013 - August 2013
Job Experienced Leader and Analyst
Industry Financial Services
Experience
Bank of America March 2015 - Present
Bank of America October 2013 - February 2015
optiglasspc (Robert Half Technology) September 2013 - September 2013
Vanguard June 2013 - August 2013
Wells Fargo February 2013 - June 2013
Walgreens December 2008 - November 2012
Walgreens April 2008 - November 2008
Walgreens March 2007 - April 2008
Skills
Store Management, Visual Merchandising, Merchandising, Loss Prevention, Retail, Inventory Management, Store Operations, Retail Sales, Inventory Control, Planograms, Profit, Shrinkage, Customer Service, Driving Results, Sales, Customer Satisfaction, Cashiering, Big Box, New Store Openings, Time Management, Banking, Retail Banking, Programming, C++, Visual Basic, Microsoft Office, SQL, HTML, Customer Experience, Team Building, Interviews, Team Leadership, Apparel, Sales Management, Training, Management, Data Entry, Leadership, Access, Finance, Hiring, Teamwork, Outlook, Coaching, Recruiting, Microsoft Excel, Software Documentation, Analysis, Process Improvement, Business Analysis
Education
Florida International University 2013 — 2014
Master of Business Administration (MBA)
Winston-Salem State University 2003 — 2007
Bachelor's degree, Management Information Systems, General
Bank of America March 2015 - Present
Bank of America October 2013 - February 2015
optiglasspc (Robert Half Technology) September 2013 - September 2013
Vanguard June 2013 - August 2013
Wells Fargo February 2013 - June 2013
Walgreens December 2008 - November 2012
Walgreens April 2008 - November 2008
Walgreens March 2007 - April 2008
Skills
Store Management, Visual Merchandising, Merchandising, Loss Prevention, Retail, Inventory Management, Store Operations, Retail Sales, Inventory Control, Planograms, Profit, Shrinkage, Customer Service, Driving Results, Sales, Customer Satisfaction, Cashiering, Big Box, New Store Openings, Time Management, Banking, Retail Banking, Programming, C++, Visual Basic, Microsoft Office, SQL, HTML, Customer Experience, Team Building, Interviews, Team Leadership, Apparel, Sales Management, Training, Management, Data Entry, Leadership, Access, Finance, Hiring, Teamwork, Outlook, Coaching, Recruiting, Microsoft Excel, Software Documentation, Analysis, Process Improvement, Business Analysis
Education
Florida International University 2013 — 2014
Master of Business Administration (MBA)
Winston-Salem State University 2003 — 2007
Bachelor's degree, Management Information Systems, General
Debra Hrynyk Nelson Debra Hrynyk Nelson's Vanguard Experience 2000 - 2010
Job Marketing Executive/Financial Leader
Industry Financial Services
Experience
Public Safety Financial/Galloway April 2014 - Present
Within Sight Photography, LLC 2008 - Present
Beneco 2010 - 2014
Vanguard 2000 - 2010
Adcom Communications, Inc. 1999 - 2000
PLATINUM technology 1998 - 1999
First Marketing Company 1994 - 1997
Skills
Management, Brand Development, Marketing, Direct Marketing, Sales, Leadership, Operations Management, Marketing Communications, Customer Service, CRM, Sales Management, Relationship Management, Graphic Design, Event Management, Promotions, Trade Show Management, Web Design, Employee Benefits, Lead Generation, Trade Shows, New Business Development, Process Improvement, Start-ups, Strategic Planning
Education
Florida State University 1988 — 1992
Bachelors, Studio Art
Public Safety Financial/Galloway April 2014 - Present
Within Sight Photography, LLC 2008 - Present
Beneco 2010 - 2014
Vanguard 2000 - 2010
Adcom Communications, Inc. 1999 - 2000
PLATINUM technology 1998 - 1999
First Marketing Company 1994 - 1997
Skills
Management, Brand Development, Marketing, Direct Marketing, Sales, Leadership, Operations Management, Marketing Communications, Customer Service, CRM, Sales Management, Relationship Management, Graphic Design, Event Management, Promotions, Trade Show Management, Web Design, Employee Benefits, Lead Generation, Trade Shows, New Business Development, Process Improvement, Start-ups, Strategic Planning
Education
Florida State University 1988 — 1992
Bachelors, Studio Art
Dzianis Maher Dzianis Maher's Vanguard Experience June 2014 - Present
Job Systems Engineer at Vanguard
Industry Information Technology and Services
Experience
Vanguard June 2014 - Present
Zenfolio, Inc November 2010 - June 2014
NextLabs October 2009 - October 2010
Polotsk State Hospital August 2004 - September 2009
Polotsk State University February 2003 - July 2004
Skills
Testing, Servers, Selenium, Software Quality..., Bug Tracking, Regression Testing, TCP/IP, VMware, FTP, Operating Systems, SQL, Windows, Linux, Active Directory, HTML, Test Cases, Test Automation, JIRA, Quality Assurance, Manual Testing, Test Planning, Unix, Black Box Testing, System Testing, Agile Testing, Perl, QTP, Web Testing, Bugzilla, JUnit, Selenium Testing, SDLC, Web Applications, Firebug, HP QTP
Education
State University 1999 — 2004
Bachelor of Science (BS), BS in Electronics, IT Engineer
Foothill College
Vanguard June 2014 - Present
Zenfolio, Inc November 2010 - June 2014
NextLabs October 2009 - October 2010
Polotsk State Hospital August 2004 - September 2009
Polotsk State University February 2003 - July 2004
Skills
Testing, Servers, Selenium, Software Quality..., Bug Tracking, Regression Testing, TCP/IP, VMware, FTP, Operating Systems, SQL, Windows, Linux, Active Directory, HTML, Test Cases, Test Automation, JIRA, Quality Assurance, Manual Testing, Test Planning, Unix, Black Box Testing, System Testing, Agile Testing, Perl, QTP, Web Testing, Bugzilla, JUnit, Selenium Testing, SDLC, Web Applications, Firebug, HP QTP
Education
State University 1999 — 2004
Bachelor of Science (BS), BS in Electronics, IT Engineer
Foothill College
Kyle Eddins Kyle Eddins's Vanguard Experience June 2010 - September 2012
Job Owner/Web/Mobile Developer at E2Generations, CTO at Happinin, LLC, CTO at CibosApp, Partner at 215Marketing
Industry Computer Software
Experience
E2Generations March 2013 - Present
CibosApp, LLC November 2012 - Present
215 Marketing January 2013 - Present
Vanguard June 2010 - September 2012
Skills
401k, PowerPoint, Series 63, Series 6, Mutual Funds, Investments, Entrepreneurship, Financial Services, Microsoft Office, Retirement Planning, Public Speaking, Outlook, Strategic Planning, Leadership, Finance, Software Development, Business Development, Customer Service, Financial Analysis, Training, Series 7, Networking, Social Networking, Time Management, Team Leadership, Data Analysis, Microsoft Excel, Marketing, CRM, Teamwork, Access, Start-ups, Social Media, Sales, Analysis, Asset Allocation, Salesforce.com, Business Analysis, Relationship Management, Management, Process Improvement, SharePoint, Project Management, Program Management, Market Research, Team Building, Strategy, Risk Management, Financial Modeling, Account Management
Education
University of North Carolina at Greensboro 2008 — 2010
Bachelor's degree, Economics and Computer Science
Saddlebrook Prep 2003 — 2006
Fairfield University
Saddlebrook Prep
E2Generations March 2013 - Present
CibosApp, LLC November 2012 - Present
215 Marketing January 2013 - Present
Vanguard June 2010 - September 2012
Skills
401k, PowerPoint, Series 63, Series 6, Mutual Funds, Investments, Entrepreneurship, Financial Services, Microsoft Office, Retirement Planning, Public Speaking, Outlook, Strategic Planning, Leadership, Finance, Software Development, Business Development, Customer Service, Financial Analysis, Training, Series 7, Networking, Social Networking, Time Management, Team Leadership, Data Analysis, Microsoft Excel, Marketing, CRM, Teamwork, Access, Start-ups, Social Media, Sales, Analysis, Asset Allocation, Salesforce.com, Business Analysis, Relationship Management, Management, Process Improvement, SharePoint, Project Management, Program Management, Market Research, Team Building, Strategy, Risk Management, Financial Modeling, Account Management
Education
University of North Carolina at Greensboro 2008 — 2010
Bachelor's degree, Economics and Computer Science
Saddlebrook Prep 2003 — 2006
Fairfield University
Saddlebrook Prep
Carlos Teodoro's Vanguard Experience October 2011 - December 2011
Job Lead IT Risk/Information Security Analyst at American Express CISO Organization
Industry Information Technology and Services
Experience
American Express April 2015 - Present
American Express January 2012 - Present
Vanguard October 2011 - December 2011
3D Spinal Solutions June 2011 - September 2011
Primerica May 2004 - June 2011
ABCO Premium Finance August 2003 - January 2004
U.S.A. Distributors, Inc October 2002 - July 2003
U.S.A. Distributors, Inc August 2000 - December 2001
H Sanitation Corporation January 1999 - August 1999
Skills
Research, Customer Relations, Operations Management, Team Leadership, Financial Analysis, Leadership, Account Management, Negotiation, New Business Development, PowerPoint, Business Strategy, Insurance, Strategy, Business Analysis, Accounting, Management, Sales, Sales Operations, Microsoft Office, Vendor Management, Process Improvement, Coaching, Leadership Development, Project Management, Strategic Partnerships, Business Development, Cross-functional Team..., Finance, CRM, Management Consulting, Contract Negotiation, Marketing Strategy, SDLC, Risk Management, Strategic Planning, Networking
Education
University of Arizona, Eller College of Management 2015 — 2017
Master of Science (M.S.), Management Information Systems, General
Florida International University 2000 — 2003
B.A, International Relations & Economics
Western Connecticut State University 1999 — 2000
Attended, Marketing/Marketing Management, General
American Express April 2015 - Present
American Express January 2012 - Present
Vanguard October 2011 - December 2011
3D Spinal Solutions June 2011 - September 2011
Primerica May 2004 - June 2011
ABCO Premium Finance August 2003 - January 2004
U.S.A. Distributors, Inc October 2002 - July 2003
U.S.A. Distributors, Inc August 2000 - December 2001
H Sanitation Corporation January 1999 - August 1999
Skills
Research, Customer Relations, Operations Management, Team Leadership, Financial Analysis, Leadership, Account Management, Negotiation, New Business Development, PowerPoint, Business Strategy, Insurance, Strategy, Business Analysis, Accounting, Management, Sales, Sales Operations, Microsoft Office, Vendor Management, Process Improvement, Coaching, Leadership Development, Project Management, Strategic Partnerships, Business Development, Cross-functional Team..., Finance, CRM, Management Consulting, Contract Negotiation, Marketing Strategy, SDLC, Risk Management, Strategic Planning, Networking
Education
University of Arizona, Eller College of Management 2015 — 2017
Master of Science (M.S.), Management Information Systems, General
Florida International University 2000 — 2003
B.A, International Relations & Economics
Western Connecticut State University 1999 — 2000
Attended, Marketing/Marketing Management, General
Ryan Hawk CFP® Ryan Hawk CFP®'s Vanguard Experience February 2014 - Present
Job Financial Planner at Vanguard
Industry Investment Management
Experience
Vanguard February 2014 - Present
Baron, Silver, Stevens, Financial Advisors LLC May 2008 - February 2014
Skills
Retirement Planning, Investment Advisory, Strategic Financial..., Series 63, Wealth Management, Estate Planning, Series 7, Retirement, Investments, Mutual Funds, ETFs, Asset Allocation, Wealth Accumulation, Alternative Investments, Series 65, Uniform Combined State..., Investment Strategies, Portfolio Management, IRAs, Pensions, Wealth, 401k Rollovers, Wealth Management..., Asset Management, Financial Planning
Education
University of Central Florida - College of Business Administration 1999 — 2004
BS, Finance
Florida Atlantic University
Vanguard February 2014 - Present
Baron, Silver, Stevens, Financial Advisors LLC May 2008 - February 2014
Skills
Retirement Planning, Investment Advisory, Strategic Financial..., Series 63, Wealth Management, Estate Planning, Series 7, Retirement, Investments, Mutual Funds, ETFs, Asset Allocation, Wealth Accumulation, Alternative Investments, Series 65, Uniform Combined State..., Investment Strategies, Portfolio Management, IRAs, Pensions, Wealth, 401k Rollovers, Wealth Management..., Asset Management, Financial Planning
Education
University of Central Florida - College of Business Administration 1999 — 2004
BS, Finance
Florida Atlantic University
Jessica McKenzie, MBA's Vanguard Experience September 2010 - February 2013
Job Money Movement Specialist at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2015 - Present
TIAA- CREF March 2013 - March 2015
Vanguard September 2010 - February 2013
Vanguard September 2008 - September 2010
First Federal July 2007 - September 2008
12th Judicial Circuit Office of Solicitor October 2006 - April 2007
Skills
Series 63 - Uniform..., Series 6 - Investment..., Time Management, Marketing, Customer Service, Investments, Teamwork, Financial Services, Mutual Funds, Series 63, Series 6, Research, Retirement Planning, 401k, Retirement, Asset Allocation, Banking, PowerPoint, IRAs, Insurance, Life Insurance, Securities, Relationship Management, Leadership, Analysis, Loans, Data Entry, Corporate Finance, Public Speaking, FINRA, Outlook, Microsoft Office, Management, Microsoft Excel, CRM, Wealth Management
Education
University of Phoenix 2009 — 2011
Master of Business Administration (MBA), Business Administration and Management, General
Francis Marion University 2004 — 2008
Bachelor of Science (B.S.)
TIAA-CREF March 2015 - Present
TIAA- CREF March 2013 - March 2015
Vanguard September 2010 - February 2013
Vanguard September 2008 - September 2010
First Federal July 2007 - September 2008
12th Judicial Circuit Office of Solicitor October 2006 - April 2007
Skills
Series 63 - Uniform..., Series 6 - Investment..., Time Management, Marketing, Customer Service, Investments, Teamwork, Financial Services, Mutual Funds, Series 63, Series 6, Research, Retirement Planning, 401k, Retirement, Asset Allocation, Banking, PowerPoint, IRAs, Insurance, Life Insurance, Securities, Relationship Management, Leadership, Analysis, Loans, Data Entry, Corporate Finance, Public Speaking, FINRA, Outlook, Microsoft Office, Management, Microsoft Excel, CRM, Wealth Management
Education
University of Phoenix 2009 — 2011
Master of Business Administration (MBA), Business Administration and Management, General
Francis Marion University 2004 — 2008
Bachelor of Science (B.S.)
Lisa Steinbring, MBA Lisa Steinbring, MBA's Vanguard Experience January 2015 - Present
Job Business Development Group, Retail Inheritance Manager at Vanguard
Industry Financial Services
Experience
Vanguard January 2015 - Present
Skills
Leadership, Cross-functional Team..., CRM, Process Improvement, Management, Strategic Planning, Strategy, Training, Leadership Development, Call Centers, Customer Service
Education
Emmanuel College 1994 — 1998
Bachelor of Science
University of Phoenix 2010 — 2012
Master of Business Administration (M.B.A.)
Vanguard January 2015 - Present
Skills
Leadership, Cross-functional Team..., CRM, Process Improvement, Management, Strategic Planning, Strategy, Training, Leadership Development, Call Centers, Customer Service
Education
Emmanuel College 1994 — 1998
Bachelor of Science
University of Phoenix 2010 — 2012
Master of Business Administration (M.B.A.)
Darcy Freeman-Rose's Vanguard Experience November 2012 - April 2014
Job Business Analyst
Industry Telecommunications
Experience
Advantage Resourcing - Technical Staffing April 2014 - June 2014
Vanguard November 2012 - April 2014
PAETEC November 2007 - May 2012
Windstream Communications 2011 - 2012
PAETEC November 2007 - August 2011
Choice One Communications October 2005 - November 2007
Edison Corporation education July 2000 - June 2005
Anthony Jordan Health Center January 1989 - July 2002
Skills
Troubleshooting, Call Centers, Networking, Testing, Strategy, Customer Service, VoIP, Telecommunications, Sales, IP, Ethernet, MPLS, Telecommunication..., Management
Education
Florida Agricultural and Mechanical University 1979 — 1983
Computer Science
Advantage Resourcing - Technical Staffing April 2014 - June 2014
Vanguard November 2012 - April 2014
PAETEC November 2007 - May 2012
Windstream Communications 2011 - 2012
PAETEC November 2007 - August 2011
Choice One Communications October 2005 - November 2007
Edison Corporation education July 2000 - June 2005
Anthony Jordan Health Center January 1989 - July 2002
Skills
Troubleshooting, Call Centers, Networking, Testing, Strategy, Customer Service, VoIP, Telecommunications, Sales, IP, Ethernet, MPLS, Telecommunication..., Management
Education
Florida Agricultural and Mechanical University 1979 — 1983
Computer Science
John Sarbello's Vanguard Experience October 2011 - October 2014
Job Retirement Education Counselor
Industry Financial Services
Experience
EMPOWER Retirement October 2014 - Present
Vanguard October 2011 - October 2014
Skills
Microsoft Office, Customer Service, Financial Analysis, Microsoft Excel, Research, Microsoft Word, Mutual Funds, Investments, CRM, Series 63
Education
Villanova University 2012 — 2016
Master of Business Administration (M.B.A.)
Franklin & Marshall College 2002 — 2006
Bachelor of Arts (BA), Neuroscience
EMPOWER Retirement October 2014 - Present
Vanguard October 2011 - October 2014
Skills
Microsoft Office, Customer Service, Financial Analysis, Microsoft Excel, Research, Microsoft Word, Mutual Funds, Investments, CRM, Series 63
Education
Villanova University 2012 — 2016
Master of Business Administration (M.B.A.)
Franklin & Marshall College 2002 — 2006
Bachelor of Arts (BA), Neuroscience
Timothy B Moore Timothy B Moore's Vanguard Experience June 2014 - Present
Job Investment Consultant at Vanguard
Industry Financial Services
Experience
Vanguard June 2014 - Present
Peckar & Abramson, P.C. December 2008 - June 2013
Northstar Capital Management April 2008 - September 2008
Skills
Long-term Customer..., Portfolio Construction, Financial Analysis, Finance, Portfolio Management, Investments, Financial Modeling, Bloomberg, Equity Research
Education
Florida Atlantic University 2008 — 2010
Master of Business Administration (MBA), Finance, 3.61
University of Florida 2001 — 2006
Business Administration and Management, General
Vanguard June 2014 - Present
Peckar & Abramson, P.C. December 2008 - June 2013
Northstar Capital Management April 2008 - September 2008
Skills
Long-term Customer..., Portfolio Construction, Financial Analysis, Finance, Portfolio Management, Investments, Financial Modeling, Bloomberg, Equity Research
Education
Florida Atlantic University 2008 — 2010
Master of Business Administration (MBA), Finance, 3.61
University of Florida 2001 — 2006
Business Administration and Management, General
Dalton Gress's Vanguard Experience August 2014 - Present
Job Client Relationship Associate at Vanguard
Industry Investment Management
Experience
Vanguard August 2014 - Present
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Research, PowerPoint, Leadership, Public Speaking
Education
Francis Marion University 2009 — 2014
Bachelor of Business Administration (BBA), Finance, General
Francis Marion University 2009 — 2014
Bachelor's Degree, Mathematics
CFA Institute
Vanguard August 2014 - Present
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Research, PowerPoint, Leadership, Public Speaking
Education
Francis Marion University 2009 — 2014
Bachelor of Business Administration (BBA), Finance, General
Francis Marion University 2009 — 2014
Bachelor's Degree, Mathematics
CFA Institute
Jim Gorman, CFP, CIMA Jim Gorman, CFP, CIMA's Vanguard Experience March 1997 - Present
Job Senior Investment Consultant at Vanguard
Industry Financial Services
Experience
Vanguard March 1997 - Present
Skills
Asset Management, Asset Allocation, Investments, Equities, Portfolio Management, Mutual Funds
Education
Franciscan University of Steubenville 1984 — 1988
Bachelor's degree, Business Administration and Management, General
Vanguard March 1997 - Present
Skills
Asset Management, Asset Allocation, Investments, Equities, Portfolio Management, Mutual Funds
Education
Franciscan University of Steubenville 1984 — 1988
Bachelor's degree, Business Administration and Management, General
Stephan Walters's Vanguard Experience June 2011 - August 2011
Job Lead iOS Developer at Telcare
Industry Computer Software
Experience
Telcare January 2015 - Present
GreaseMonkey Mobile, LLC June 2013 - Present
Deloitte February 2013 - January 2015
Booz Allen Hamilton January 2012 - February 2013
Florida State University August 2011 - December 2011
Vanguard June 2011 - August 2011
GE Healthcare May 2010 - August 2010
Florida State University May 2009 - August 2009
Skills
C++, Java, C#, Objective-C, Bash, Unix Shell Scripting, JSP, PHP, MySQL, iPhone Application..., iOS development, XML, XML Schema, Software Engineering, Software Development, Eclipse, Oracle, JSON, Web Applications, PowerPoint, Agile Methodologies, Java Enterprise Edition, Public Speaking, Microsoft Excel, Microsoft Office, iOS Development
Education
Florida State University 2007 — 2011
B.S, Computer Science, 3.502
Telcare January 2015 - Present
GreaseMonkey Mobile, LLC June 2013 - Present
Deloitte February 2013 - January 2015
Booz Allen Hamilton January 2012 - February 2013
Florida State University August 2011 - December 2011
Vanguard June 2011 - August 2011
GE Healthcare May 2010 - August 2010
Florida State University May 2009 - August 2009
Skills
C++, Java, C#, Objective-C, Bash, Unix Shell Scripting, JSP, PHP, MySQL, iPhone Application..., iOS development, XML, XML Schema, Software Engineering, Software Development, Eclipse, Oracle, JSON, Web Applications, PowerPoint, Agile Methodologies, Java Enterprise Edition, Public Speaking, Microsoft Excel, Microsoft Office, iOS Development
Education
Florida State University 2007 — 2011
B.S, Computer Science, 3.502
Anthony Tedesco Anthony Tedesco's Vanguard Experience May 2015 - Present
Job MBA Student at Fuqua School of Business
Industry Financial Services
Experience
Vanguard May 2015 - Present
Fuqua School of Business August 2014 - Present
Merrill Lynch April 2014 - June 2014
Merrill Lynch April 2012 - January 2014
Raymond James Financial Services Inc., Member FINRA/SIPC February 2012 - April 2012
Raymond James Financial Services Inc., Member FINRA/SIPC March 2011 - February 2012
Raymond James Financial Services Inc., Member FINRA/SIPC May 2010 - March 2011
Jones Day March 2009 - July 2009
Merrill Lynch May 2006 - August 2007
J. Gilbert's Wood-Fired Steaks and Seafood 2002 - 2007
Education
Duke University - The Fuqua School of Business 2014 — 2016
Master of Business Administration (MBA)
Investment Banking Institute - Washington, DC 2011 — 2011
Financial Modeling and Valuation Training Program
University of Virginia 2005 — 2008
BA, Economics
Emory University 2004 — 2005
Undeclared
Vanguard May 2015 - Present
Fuqua School of Business August 2014 - Present
Merrill Lynch April 2014 - June 2014
Merrill Lynch April 2012 - January 2014
Raymond James Financial Services Inc., Member FINRA/SIPC February 2012 - April 2012
Raymond James Financial Services Inc., Member FINRA/SIPC March 2011 - February 2012
Raymond James Financial Services Inc., Member FINRA/SIPC May 2010 - March 2011
Jones Day March 2009 - July 2009
Merrill Lynch May 2006 - August 2007
J. Gilbert's Wood-Fired Steaks and Seafood 2002 - 2007
Education
Duke University - The Fuqua School of Business 2014 — 2016
Master of Business Administration (MBA)
Investment Banking Institute - Washington, DC 2011 — 2011
Financial Modeling and Valuation Training Program
University of Virginia 2005 — 2008
BA, Economics
Emory University 2004 — 2005
Undeclared
Christopher Philips Christopher Philips's Vanguard Experience January 2007 - Present
Job Senior Investment Analyst at Vanguard
Industry Financial Services
Experience
Vanguard January 2007 - Present
Vanguard February 2002 - June 2007
Vanguard July 2000 - February 2002
Skills
Asset Allocation, Mutual Funds, Financial Modeling, Fixed Income, Risk Management, Presenter, Portfolio Construction, Leadership, Technical Analysis, Technical Selling, Alternative Investments, Series 7, ETFs, Investment Strategies, Financial Services, Series 63, Securities, Portfolio Management, Wealth Management, Investment Advisory, Investment Management, Bloomberg, Sales, Investments, Equities, Asset Management, Hedge Funds, Economics, Retirement Planning, Capital Markets, Bonds, Valuation, Series 6, 401k
Education
Franklin & Marshall College 1996 — 2000
Bachelor of Arts (B.A.), Business Administration and Management, General
Great Valley High School 1992 — 1996
Vanguard January 2007 - Present
Vanguard February 2002 - June 2007
Vanguard July 2000 - February 2002
Skills
Asset Allocation, Mutual Funds, Financial Modeling, Fixed Income, Risk Management, Presenter, Portfolio Construction, Leadership, Technical Analysis, Technical Selling, Alternative Investments, Series 7, ETFs, Investment Strategies, Financial Services, Series 63, Securities, Portfolio Management, Wealth Management, Investment Advisory, Investment Management, Bloomberg, Sales, Investments, Equities, Asset Management, Hedge Funds, Economics, Retirement Planning, Capital Markets, Bonds, Valuation, Series 6, 401k
Education
Franklin & Marshall College 1996 — 2000
Bachelor of Arts (B.A.), Business Administration and Management, General
Great Valley High School 1992 — 1996
Stephanie Haddad Stephanie Haddad's Vanguard Experience June 2011 - Present
Job Project Lead at Vanguard
Industry Financial Services
Experience
Vanguard June 2011 - Present
The Vanguard Group January 2010 - June 2011
Vanguard September 2007 - January 2010
Vanguard June 2009 - October 2009
Vanguard October 2008 - February 2009
Vanguard January 2008 - October 2008
Vanguard December 2006 - September 2007
Eastern University College of Graduate and Professional Studies August 2006 - December 2006
Skills
Marketing, Competitive Analysis, Public Relations, Mutual Funds, PeopleSoft, Project Management, Communication Skills, Microsoft Excel, iGrafx, Customer Experience, Agile & Waterfall...
Education
Florida Institute of Technology 2012 — 2014
Working toward my MBA, Project Management
Shippensburg University of Pennsylvania 2002 — 2006
Bachelor of Arts, Communications/Journalism; Public Relations
Vanguard June 2011 - Present
The Vanguard Group January 2010 - June 2011
Vanguard September 2007 - January 2010
Vanguard June 2009 - October 2009
Vanguard October 2008 - February 2009
Vanguard January 2008 - October 2008
Vanguard December 2006 - September 2007
Eastern University College of Graduate and Professional Studies August 2006 - December 2006
Skills
Marketing, Competitive Analysis, Public Relations, Mutual Funds, PeopleSoft, Project Management, Communication Skills, Microsoft Excel, iGrafx, Customer Experience, Agile & Waterfall...
Education
Florida Institute of Technology 2012 — 2014
Working toward my MBA, Project Management
Shippensburg University of Pennsylvania 2002 — 2006
Bachelor of Arts, Communications/Journalism; Public Relations
Charles Michael Fulton Charles Michael Fulton's Vanguard Experience October 2007 - July 2009
Job Law Practice Professional
Industry Law Practice
Experience
Legal Services of Northern Virginia October 2012 - Present
Wilson Sonsini Goodrich and Rosati October 2011 - August 2012
Federal Communications Commission May 2011 - October 2011
Fairfax County Circuit Court May 2010 - August 2010
Vanguard October 2007 - July 2009
University of Pennsylvania February 2007 - August 2007
Focus IPTV November 2006 - January 2007
Dechert LLP October 2006 - November 2006
Resolution Pictures May 2005 - September 2005
Banyan Productions September 2003 - November 2004
Skills
Legal Research, Legal Writing, Privacy Law, Consumer Protection Law, Internet Culture, Microsoft Word, Microsoft Excel, OS X, Final Cut Pro, Panasonic Camcorders
Education
George Mason University School of Law 2009 — 2012
Doctor of Law (J.D.), Privacy & Telecommunications Law
Temple University 2002 — 2005
Master of Arts (M.A.), Broadcast, Telecommunication, and Mass Media
Emory University 1998 — 2000
Bachelor of Arts (B.A.), Cultural Anthropology
Oxford College of Emory University 1996 — 1998
Associate of Arts (A.A.)
Legal Services of Northern Virginia October 2012 - Present
Wilson Sonsini Goodrich and Rosati October 2011 - August 2012
Federal Communications Commission May 2011 - October 2011
Fairfax County Circuit Court May 2010 - August 2010
Vanguard October 2007 - July 2009
University of Pennsylvania February 2007 - August 2007
Focus IPTV November 2006 - January 2007
Dechert LLP October 2006 - November 2006
Resolution Pictures May 2005 - September 2005
Banyan Productions September 2003 - November 2004
Skills
Legal Research, Legal Writing, Privacy Law, Consumer Protection Law, Internet Culture, Microsoft Word, Microsoft Excel, OS X, Final Cut Pro, Panasonic Camcorders
Education
George Mason University School of Law 2009 — 2012
Doctor of Law (J.D.), Privacy & Telecommunications Law
Temple University 2002 — 2005
Master of Arts (M.A.), Broadcast, Telecommunication, and Mass Media
Emory University 1998 — 2000
Bachelor of Arts (B.A.), Cultural Anthropology
Oxford College of Emory University 1996 — 1998
Associate of Arts (A.A.)
Kate Moreland Kate Moreland's Vanguard Experience February 2011 - January 2012
Job Freelance Editor
Industry Writing and Editing
Experience
Seton Home Study School December 2013 - Present
Human Life International November 2012 - December 2014
Northern Virginia Therapeutic Riding Program July 2012 - September 2013
Frank D Spicer Insurance Agency February 2012 - August 2013
Vanguard February 2011 - January 2012
Sophia Institute Press May 2010 - October 2011
Seton Home Study School May 2010 - January 2011
Franciscan University of Steubenville February 2010 - April 2010
Skills
Team Leadership, Communication Written, Oral Communications, Self-management, Fast Learner, Multitasker, Microsoft Office, Lotus Notes, Microsoft Windows OS, Apple Macintosh, Typing Speed 90 wpm, Salesforce.com, Securities, Volunteering, Software, Leadership Development, Asset Managment, Program Management, Press Releases, Windows, Business Development, Copywriting, Marketing Communications, Typing, Healthcare, Recruiting, Marketing Strategy, Economics, Editing, Event Planning, Microsoft Word, Public Speaking, Research
Education
Franciscan University of Steubenville 2006 — 2010
BA, English
Seton Home Study School December 2013 - Present
Human Life International November 2012 - December 2014
Northern Virginia Therapeutic Riding Program July 2012 - September 2013
Frank D Spicer Insurance Agency February 2012 - August 2013
Vanguard February 2011 - January 2012
Sophia Institute Press May 2010 - October 2011
Seton Home Study School May 2010 - January 2011
Franciscan University of Steubenville February 2010 - April 2010
Skills
Team Leadership, Communication Written, Oral Communications, Self-management, Fast Learner, Multitasker, Microsoft Office, Lotus Notes, Microsoft Windows OS, Apple Macintosh, Typing Speed 90 wpm, Salesforce.com, Securities, Volunteering, Software, Leadership Development, Asset Managment, Program Management, Press Releases, Windows, Business Development, Copywriting, Marketing Communications, Typing, Healthcare, Recruiting, Marketing Strategy, Economics, Editing, Event Planning, Microsoft Word, Public Speaking, Research
Education
Franciscan University of Steubenville 2006 — 2010
BA, English
Aria Gilbert's Vanguard Experience December 2014 - Present
Job Resolution Specialist at Vanguard
Industry Financial Services
Experience
Vanguard December 2014 - Present
Vanguard November 2011 - Present
Vanguard January 2014 - May 2014
Vanguard August 2013 - December 2013
Vanguard December 2012 - May 2013
Skills
Management, Training, Microsoft Excel, Time Management, Event Management, Retail, Research, Entrepreneurship, Coaching, Accounting, Finance, Integration, Microsoft Office, PowerPoint, Microsoft Word, Leadership, Customer Service, Access, Data Analysis, Spanish
Education
Franklin & Marshall College 2007 — 2011
Bachelor of Arts, Business, Organizations, and Society
University of Barcelona, IES 2009 — 2009
Great Valley High School 2003 — 2007
Vanguard December 2014 - Present
Vanguard November 2011 - Present
Vanguard January 2014 - May 2014
Vanguard August 2013 - December 2013
Vanguard December 2012 - May 2013
Skills
Management, Training, Microsoft Excel, Time Management, Event Management, Retail, Research, Entrepreneurship, Coaching, Accounting, Finance, Integration, Microsoft Office, PowerPoint, Microsoft Word, Leadership, Customer Service, Access, Data Analysis, Spanish
Education
Franklin & Marshall College 2007 — 2011
Bachelor of Arts, Business, Organizations, and Society
University of Barcelona, IES 2009 — 2009
Great Valley High School 2003 — 2007
Alison Silverman Alison Silverman's Vanguard Experience November 2014 - Present
Job Client Relationship Associate at Vanguard
Industry Financial Services
Experience
Vanguard November 2014 - Present
Sláinte: Fordham Irish Dance August 2013 - May 2014
Fordham Gaelic Society January 2012 - May 2014
IMX Medical Management Services June 2013 - January 2014
American Irish Historical Society January 2013 - April 2013
Fordham University September 2011 - December 2011
Skills
Political Science, Microsoft Excel, Microsoft Word, Raiser's Edge, Adobe Acrobat, Customer Service, Quantitative Research, Political Philosophy, PowerPoint, Team Leadership, Office Administration, Proofreading, Nonprofits, Editing, Social Networking, Public Speaking, Time Management, Microsoft Office, Research, Social Media, Event Planning, Facebook, Leadership, Teamwork
Education
Fordham University 2010 — 2014
Bachelor's Degree, Political Science and Government, Summa Cum Laude
Villa Maria Academy 2006 — 2010
Vanguard November 2014 - Present
Sláinte: Fordham Irish Dance August 2013 - May 2014
Fordham Gaelic Society January 2012 - May 2014
IMX Medical Management Services June 2013 - January 2014
American Irish Historical Society January 2013 - April 2013
Fordham University September 2011 - December 2011
Skills
Political Science, Microsoft Excel, Microsoft Word, Raiser's Edge, Adobe Acrobat, Customer Service, Quantitative Research, Political Philosophy, PowerPoint, Team Leadership, Office Administration, Proofreading, Nonprofits, Editing, Social Networking, Public Speaking, Time Management, Microsoft Office, Research, Social Media, Event Planning, Facebook, Leadership, Teamwork
Education
Fordham University 2010 — 2014
Bachelor's Degree, Political Science and Government, Summa Cum Laude
Villa Maria Academy 2006 — 2010
David M. Eldridge's Vanguard Experience May 2014 - Present
Job Concierge Services Investment Consultant at Vanguard
Industry Financial Services
Experience
Vanguard May 2014 - Present
SuttonAdvisors, PLC August 2010 - April 2014
Rizzi Designs, LLC January 2010 - August 2010
Skills
Strategic Financial..., Accounting, Retirement, Finance, Forecasting, Strategic Planning, Investments, Budgets, Cash Flow, Risk Management, Tax, Financial Analysis, Portfolio Management, Banking, Financial Reporting, Financial Modeling, Process Improvement, Insurance, Analysis, Business Planning, Asset Management, Managerial Finance, Management, Personal Budgeting, Project Management, Accounts Receivable, Financial Planning
Education
Ferris State University 2013 — 2014
Bachelor of Business Administration (BBA), Accounting
Lansing Community College 2012 — 2014
Associate in Business, Accounting, CPA Exam Prep
Wright State University 2008 — 2009
Bachelor of Science (BS), Financial Planning and Services
The Ohio State University 2001 — 2005
Bachelor of Arts (BA), Psychology
Carroll High School
Vanguard May 2014 - Present
SuttonAdvisors, PLC August 2010 - April 2014
Rizzi Designs, LLC January 2010 - August 2010
Skills
Strategic Financial..., Accounting, Retirement, Finance, Forecasting, Strategic Planning, Investments, Budgets, Cash Flow, Risk Management, Tax, Financial Analysis, Portfolio Management, Banking, Financial Reporting, Financial Modeling, Process Improvement, Insurance, Analysis, Business Planning, Asset Management, Managerial Finance, Management, Personal Budgeting, Project Management, Accounts Receivable, Financial Planning
Education
Ferris State University 2013 — 2014
Bachelor of Business Administration (BBA), Accounting
Lansing Community College 2012 — 2014
Associate in Business, Accounting, CPA Exam Prep
Wright State University 2008 — 2009
Bachelor of Science (BS), Financial Planning and Services
The Ohio State University 2001 — 2005
Bachelor of Arts (BA), Psychology
Carroll High School
Jeffrey Bagley, CFA Jeffrey Bagley, CFA's Vanguard Experience 2007 - 2008
Job Portfolio Manager at The Haverford Trust Company
Industry Investment Management
Experience
The Haverford Trust Company January 2010 - Present
Support Center for Child Advocates June 2014 - Present
Cabrini College 2013 - Present
Davidson Trust Company 2008 - 2010
Vanguard 2007 - 2008
Drexel Morgan Capital Advisers, Inc. (McCabe Capital Managers, Ltd.) 1998 - 2007
Schroders 1997 - 1998
NatWest Markets 1996 - 1997
Value Line 1992 - 1996
Skills
Portfolio Management, Investments, Asset Allocation, Equity Research, Alternative Investments, Hedge Funds, Sell Side, Bloomberg, Fixed Income, Mutual Funds, Asset Management, Equities
Education
Fordham University - Graduate School of Business Administration 1992 — 1995
Master of Business Administration (M.B.A.), Finance, General
State University of New York College at Oneonta 1985 — 1989
Bachelor of Science (BS), Business/Managerial Economics
The Haverford Trust Company January 2010 - Present
Support Center for Child Advocates June 2014 - Present
Cabrini College 2013 - Present
Davidson Trust Company 2008 - 2010
Vanguard 2007 - 2008
Drexel Morgan Capital Advisers, Inc. (McCabe Capital Managers, Ltd.) 1998 - 2007
Schroders 1997 - 1998
NatWest Markets 1996 - 1997
Value Line 1992 - 1996
Skills
Portfolio Management, Investments, Asset Allocation, Equity Research, Alternative Investments, Hedge Funds, Sell Side, Bloomberg, Fixed Income, Mutual Funds, Asset Management, Equities
Education
Fordham University - Graduate School of Business Administration 1992 — 1995
Master of Business Administration (M.B.A.), Finance, General
State University of New York College at Oneonta 1985 — 1989
Bachelor of Science (BS), Business/Managerial Economics
Bhavini Pathak Bhavini Pathak's Vanguard Experience September 2005 - December 2009
Job
Industry Information Technology and Services
Experience
Project Management Institute March 2013 - November 2014
MedRisk, Inc. June 2010 - December 2012
Comcast Cable March 2010 - May 2010
Vanguard September 2005 - December 2009
Liberty Mutual August 2004 - August 2005
Skills
SDLC, Agile Methodologies, HP QTP, Testing, Test Planning, HP Quality Center, Quality Assurance
Education
Ferris State University 2002 — 2003
MS, Information Systems Management
Osmania University
PG Diploma, Computer Applications
Osmania University
BS, Commerce and Accounting
Project Management Institute March 2013 - November 2014
MedRisk, Inc. June 2010 - December 2012
Comcast Cable March 2010 - May 2010
Vanguard September 2005 - December 2009
Liberty Mutual August 2004 - August 2005
Skills
SDLC, Agile Methodologies, HP QTP, Testing, Test Planning, HP Quality Center, Quality Assurance
Education
Ferris State University 2002 — 2003
MS, Information Systems Management
Osmania University
PG Diploma, Computer Applications
Osmania University
BS, Commerce and Accounting
Benjamin Carr's Vanguard Experience August 2014 - Present
Job Contractor Support Lead at Vanguard
Industry Investment Management
Experience
Vanguard August 2014 - Present
Vanguard October 2013 - Present
Vanguard May 2013 - Present
Randstad Work Solutions January 2013 - May 2013
Bed Bath & Beyond January 2010 - January 2013
Bed Bath & Beyond January 2010 - January 2013
Bed Bath & Beyond January 2010 - January 2013
VWR July 2012 - July 2012
Impact Health January 2009 - June 2010
O'Donnell General Contracting June 2009 - December 2009
Skills
Sales, Customer Service, Retail, PowerPoint, Leadership, Inventory Management, Microsoft Office, Team Building, Customer Relations, Coaching, Social Networking, Microsoft Word, Marketing, Training, Phone Etiquette, Data Entry, Public Speaking, Recruiting, Team Leadership, Call Center, Financial Services, Mutual Funds, Event Management, Human Resources, Data Analysis, Research, Account Management, Softphone, Account Maintenance, General Management, Series 7, Series 63, Bloomberg Terminal
Education
Franklin & Marshall College 2005 — 2009
BA, Government
Great Valley High School 2001 — 2005
Vanguard August 2014 - Present
Vanguard October 2013 - Present
Vanguard May 2013 - Present
Randstad Work Solutions January 2013 - May 2013
Bed Bath & Beyond January 2010 - January 2013
Bed Bath & Beyond January 2010 - January 2013
Bed Bath & Beyond January 2010 - January 2013
VWR July 2012 - July 2012
Impact Health January 2009 - June 2010
O'Donnell General Contracting June 2009 - December 2009
Skills
Sales, Customer Service, Retail, PowerPoint, Leadership, Inventory Management, Microsoft Office, Team Building, Customer Relations, Coaching, Social Networking, Microsoft Word, Marketing, Training, Phone Etiquette, Data Entry, Public Speaking, Recruiting, Team Leadership, Call Center, Financial Services, Mutual Funds, Event Management, Human Resources, Data Analysis, Research, Account Management, Softphone, Account Maintenance, General Management, Series 7, Series 63, Bloomberg Terminal
Education
Franklin & Marshall College 2005 — 2009
BA, Government
Great Valley High School 2001 — 2005
Sean Begley Sean Begley's Vanguard Experience February 2007 - August 2008
Job Market Risk Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2014 - Present
Fidelity Investments January 2012 - July 2014
Fidelity Investments July 2011 - January 2012
Fidelity Investments October 2008 - June 2011
Vanguard February 2007 - August 2008
Vanguard October 2005 - February 2007
Skills
Mutual Funds, Securities, Economics, Analysis, Investments, Business Process..., Asset Allocation, Econometrics, Financial Markets, Cash Management, Financial Services, History, Historical Research, Economic Research, Econometric Modeling, Tax, Performance Metrics
Education
Fordham University 2008 — 2010
M.A., Economics
Villanova University 2001 — 2005
B.A., History, Economics
Fidelity Investments July 2014 - Present
Fidelity Investments January 2012 - July 2014
Fidelity Investments July 2011 - January 2012
Fidelity Investments October 2008 - June 2011
Vanguard February 2007 - August 2008
Vanguard October 2005 - February 2007
Skills
Mutual Funds, Securities, Economics, Analysis, Investments, Business Process..., Asset Allocation, Econometrics, Financial Markets, Cash Management, Financial Services, History, Historical Research, Economic Research, Econometric Modeling, Tax, Performance Metrics
Education
Fordham University 2008 — 2010
M.A., Economics
Villanova University 2001 — 2005
B.A., History, Economics
Tamar Pierre Tamar Pierre's Vanguard Experience October 2011 - December 2011
Job Securities Administrative Loan Analyst
Industry Financial Services
Experience
Wells Fargo May 2013 - Present
Lash Group November 2012 - January 2013
Vanguard October 2011 - December 2011
Teq January 2011 - May 2011
GE Capital (CitiCapital Acquisition) August 2008 - December 2009
Citi (CitiCapital) August 2006 - August 2008
Argent Mortgage Company, LLC November 2004 - August 2006
Skills
Accounting, Financial Reporting, Customer Service, Compliance, Retail Sales, Retirement, Tax Preparation, Mortgage Banking, Program Management, SAP, Microsoft Office, Finance
Education
Fashion Institute of Technology 2010 — 2011
Associate of Arts and Sciences (A.A.S.), Merchandising Management Program
SUNY Oswego 1999 — 2004
Bachelor of Science, Accounting
Wells Fargo May 2013 - Present
Lash Group November 2012 - January 2013
Vanguard October 2011 - December 2011
Teq January 2011 - May 2011
GE Capital (CitiCapital Acquisition) August 2008 - December 2009
Citi (CitiCapital) August 2006 - August 2008
Argent Mortgage Company, LLC November 2004 - August 2006
Skills
Accounting, Financial Reporting, Customer Service, Compliance, Retail Sales, Retirement, Tax Preparation, Mortgage Banking, Program Management, SAP, Microsoft Office, Finance
Education
Fashion Institute of Technology 2010 — 2011
Associate of Arts and Sciences (A.A.S.), Merchandising Management Program
SUNY Oswego 1999 — 2004
Bachelor of Science, Accounting
Claire Volk Claire Volk's Vanguard Experience June 2014 - Present
Job Processing Associate at Vanguard
Industry International Trade and Development
Experience
Vanguard June 2014 - Present
Visiting Angels Living Assistance Services 2010 - April 2014
Visiting Angels Living Assistance Services May 2011 - August 2011
Skills
PowerPoint, Microsoft Office, Teamwork, Microsoft Word, Microsoft Excel, Customer Service, Market Research, Social Networking, Social Media, Leadership, Event Planning, Time Management, Research, Community Outreach, Editing, Public Relations
Education
Franciscan University of Steubenville 2008 — 2012
Bachelor's of Science, International Business
Vanguard June 2014 - Present
Visiting Angels Living Assistance Services 2010 - April 2014
Visiting Angels Living Assistance Services May 2011 - August 2011
Skills
PowerPoint, Microsoft Office, Teamwork, Microsoft Word, Microsoft Excel, Customer Service, Market Research, Social Networking, Social Media, Leadership, Event Planning, Time Management, Research, Community Outreach, Editing, Public Relations
Education
Franciscan University of Steubenville 2008 — 2012
Bachelor's of Science, International Business
Migdalia Vergez Migdalia Vergez's Vanguard Experience September 2013 - Present
Job Contract Administrator Intern at Vanguard
Industry Financial Services
Experience
Vanguard September 2013 - Present
Vanguard February 2015 - Present
Vanguard July 2014 - January 2015
U.S. Army Contracting Command December 2011 - January 2013
United States Department of Defense May 2010 - August 2011
Skills
Government, Analysis, Government Contracting, Government Procurement, Proposal Writing, Procurement, Security Clearance, Spanish-speaking, Microsoft Office, Sales, DoD, Foreign Military Sales, Negotiation, Social Media, Strategy, Purchasing, Research, Series 6, Series 63, Securities Regulation, Finance, Networking, EDGAR filings, SEC filings, Annual Reports, Brokerage, Processing, Leadership, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Word
Education
Norwich University 2015 — 2016
Master of Business Administration (M.B.A.), Logistics, Materials, and Supply Chain Management
Florida State University 2009 — 2013
Bachelor of Science (BS), International Relations and Affairs, 3.5
Vanguard September 2013 - Present
Vanguard February 2015 - Present
Vanguard July 2014 - January 2015
U.S. Army Contracting Command December 2011 - January 2013
United States Department of Defense May 2010 - August 2011
Skills
Government, Analysis, Government Contracting, Government Procurement, Proposal Writing, Procurement, Security Clearance, Spanish-speaking, Microsoft Office, Sales, DoD, Foreign Military Sales, Negotiation, Social Media, Strategy, Purchasing, Research, Series 6, Series 63, Securities Regulation, Finance, Networking, EDGAR filings, SEC filings, Annual Reports, Brokerage, Processing, Leadership, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Word
Education
Norwich University 2015 — 2016
Master of Business Administration (M.B.A.), Logistics, Materials, and Supply Chain Management
Florida State University 2009 — 2013
Bachelor of Science (BS), International Relations and Affairs, 3.5
Michael Barbé Michael Barbé's Vanguard Experience August 2015 - Present
Job Acceleration into Financial Professional Program (AFP) at Vanguard
Industry Investment Management
Experience
Vanguard August 2015 - Present
Alpha Kappa Psi April 2014 - April 2015
Platinum Partners, LP July 2014 - July 2014
Paul, Weiss, Rifkind, Wharton & Garrison LLP May 2014 - July 2014
Platinum Partners, LP May 2013 - June 2013
US Courts February 2013 - May 2013
U.S. House of Representatives May 2012 - July 2012
Skills
Bloomberg Terminal, Microsoft Excel, Financial Analysis, EDGAR filings, Leadership, Critical Thinking, Teamwork, Financial Statement..., DCF, Financial Modeling
Education
Florida State University 2011 — 2015
Bachelor of Science (B.S.), Finance
Vanguard August 2015 - Present
Alpha Kappa Psi April 2014 - April 2015
Platinum Partners, LP July 2014 - July 2014
Paul, Weiss, Rifkind, Wharton & Garrison LLP May 2014 - July 2014
Platinum Partners, LP May 2013 - June 2013
US Courts February 2013 - May 2013
U.S. House of Representatives May 2012 - July 2012
Skills
Bloomberg Terminal, Microsoft Excel, Financial Analysis, EDGAR filings, Leadership, Critical Thinking, Teamwork, Financial Statement..., DCF, Financial Modeling
Education
Florida State University 2011 — 2015
Bachelor of Science (B.S.), Finance
Jared Small's Vanguard Experience November 2014 - June 2015
Job Finance Professional
Industry Banking
Experience
LPL Financial July 2015 - Present
Vanguard November 2014 - June 2015
Jos. A. Bank Clothiers January 2013 - January 2015
TIAA-CREF February 2013 - October 2013
Reaching Goals, LLC February 2012 - February 2013
Wachovia, A Wells Fargo Company 2010 - 2011
Southeast Paging & Communications September 2006 - February 2007
SunCom Wireless February 2005 - August 2006
Skills
Sales Management, Customer Retention, Retail Banking, Retail Sales Experience, Training, Sales Presentation..., Consumer Lending, Customer Service..., Customer Service..., Customer Service, Call Center, Technical Support, Technical Presentations, Team Leadership, Accounts Receivable, Payroll, Call Centers, Leadership, PeopleSoft, Access, Team Building, Financial Analysis, Management, Analysis, Data Analysis, Time Management, Retail, Customer Experience, Strategic Planning, Recruiting, Customer Satisfaction, Banking, Forecasting, Budgets, Process Improvement, Insurance, Outlook, Vendor Management
Education
Fayetteville State University
BS, Business Administration and Management, General
LPL Financial July 2015 - Present
Vanguard November 2014 - June 2015
Jos. A. Bank Clothiers January 2013 - January 2015
TIAA-CREF February 2013 - October 2013
Reaching Goals, LLC February 2012 - February 2013
Wachovia, A Wells Fargo Company 2010 - 2011
Southeast Paging & Communications September 2006 - February 2007
SunCom Wireless February 2005 - August 2006
Skills
Sales Management, Customer Retention, Retail Banking, Retail Sales Experience, Training, Sales Presentation..., Consumer Lending, Customer Service..., Customer Service..., Customer Service, Call Center, Technical Support, Technical Presentations, Team Leadership, Accounts Receivable, Payroll, Call Centers, Leadership, PeopleSoft, Access, Team Building, Financial Analysis, Management, Analysis, Data Analysis, Time Management, Retail, Customer Experience, Strategic Planning, Recruiting, Customer Satisfaction, Banking, Forecasting, Budgets, Process Improvement, Insurance, Outlook, Vendor Management
Education
Fayetteville State University
BS, Business Administration and Management, General
Olivia Broadway Olivia Broadway's Vanguard Experience January 2015 - Present
Job Manager at Vanguard
Industry Financial Services
Experience
Vanguard January 2015 - Present
Vanguard July 2013 - December 2014
Passage Home Inc. June 2012 - August 2012
Foundation for Sustainable Development February 2011 - April 2011
Selector Capital Management February 2003 - January 2011
Skills
Community Development, Data Analysis, Market Research, Strategy, Microsoft Excel, Competitive Analysis, Analytics, Corporate Finance, Strategic Consulting
Education
Duke University - The Fuqua School of Business 2011 — 2013
MBA
Florida International University - College of Business Administration 2000 — 2002
Bachelor of Business Administration (BBA), International Business
Vanguard January 2015 - Present
Vanguard July 2013 - December 2014
Passage Home Inc. June 2012 - August 2012
Foundation for Sustainable Development February 2011 - April 2011
Selector Capital Management February 2003 - January 2011
Skills
Community Development, Data Analysis, Market Research, Strategy, Microsoft Excel, Competitive Analysis, Analytics, Corporate Finance, Strategic Consulting
Education
Duke University - The Fuqua School of Business 2011 — 2013
MBA
Florida International University - College of Business Administration 2000 — 2002
Bachelor of Business Administration (BBA), International Business
Joseph Emmons Joseph Emmons's Vanguard Experience November 2004 - April 2010
Job Fiduciary Director Employee Benefits at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2012 - Present
Lincoln Financial Group May 2010 - February 2012
Vanguard November 2004 - April 2010
Skills
Qualified Retirement..., ERISA Fiduciary..., Bank Trust Operations, Sales & Relationship..., Risk Assessment, Retirement Plan Design, Not for Profit and..., DOL & IRS Regulations, Public Speaking, TPA Operations..., Project Management, Vendor Oversight, Risk Management, Quality Control, Quality Assurance, Procedure Development
Education
Fordham University 1987 — 1991
Bachelor of Science (B.S.), Accounting
Fidelity Investments February 2012 - Present
Lincoln Financial Group May 2010 - February 2012
Vanguard November 2004 - April 2010
Skills
Qualified Retirement..., ERISA Fiduciary..., Bank Trust Operations, Sales & Relationship..., Risk Assessment, Retirement Plan Design, Not for Profit and..., DOL & IRS Regulations, Public Speaking, TPA Operations..., Project Management, Vendor Oversight, Risk Management, Quality Control, Quality Assurance, Procedure Development
Education
Fordham University 1987 — 1991
Bachelor of Science (B.S.), Accounting
Mabel Jones-Hansford's Vanguard Experience January 2001 - July 2002
Job Vice President & Core Market Client Services Manager at Wells Fargo Company
Industry Financial Services
Experience
Wells Fargo August 2005 - August 2015
Wells Fargo July 2002 - August 2005
Vanguard January 2001 - July 2002
Vanguard Group January 2000 - January 2001
Vanguard Group July 1999 - January 2000
Fidelity Investments 1995 - 1999
Skills
401k, Retirement, Relationship Management, Investments, Mutual Funds, Financial Services, Defined Benefit, Series 63, Series 7, Asset Allocation, Pensions, Retirement Planning, Wealth Management, Series 6, Banking, CRM, Leadership, Business Development, Management, Risk Management, Securities
Education
Fairleigh Dickinson University 1978 — 1982
Bachelor of Science (B.S.), Marketing
Wells Fargo August 2005 - August 2015
Wells Fargo July 2002 - August 2005
Vanguard January 2001 - July 2002
Vanguard Group January 2000 - January 2001
Vanguard Group July 1999 - January 2000
Fidelity Investments 1995 - 1999
Skills
401k, Retirement, Relationship Management, Investments, Mutual Funds, Financial Services, Defined Benefit, Series 63, Series 7, Asset Allocation, Pensions, Retirement Planning, Wealth Management, Series 6, Banking, CRM, Leadership, Business Development, Management, Risk Management, Securities
Education
Fairleigh Dickinson University 1978 — 1982
Bachelor of Science (B.S.), Marketing
Felicia Lee's Vanguard Experience June 2010 - June 2013
Job
Industry Financial Services
Experience
J.P. Morgan October 2013 - March 2014
Vanguard June 2010 - June 2013
Vanguard October 2011 - February 2012
Fairfield University September 2006 - May 2010
American Institute for Foreign Study June 2009 - August 2009
International Institute of Connecticut Inc January 2009 - May 2009
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Learning Quickly, Writing, Multiple Project..., Customer Service, Project Management, Events Coordination, Program Coordination, Leadership, Research, Fundraising, Series 63, Series 6, Analysis, Recruiting
Education
Fairfield University 2006 — 2010
Bachelor's Degree, International Studies, Political Science
J.P. Morgan October 2013 - March 2014
Vanguard June 2010 - June 2013
Vanguard October 2011 - February 2012
Fairfield University September 2006 - May 2010
American Institute for Foreign Study June 2009 - August 2009
International Institute of Connecticut Inc January 2009 - May 2009
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Learning Quickly, Writing, Multiple Project..., Customer Service, Project Management, Events Coordination, Program Coordination, Leadership, Research, Fundraising, Series 63, Series 6, Analysis, Recruiting
Education
Fairfield University 2006 — 2010
Bachelor's Degree, International Studies, Political Science
Mariano Montero Mariano Montero's Vanguard Experience September 2014 - Present
Job Internal Sales Executive at Vanguard
Industry Investment Management
Experience
Vanguard September 2014 - Present
Vanguard September 2013 - August 2014
Merrill Edge Platform February 2012 - August 2013
Avatar Securities LLC June 2010 - January 2012
Assent LLC (SunGard Data Systems) August 2004 - May 2010
Generic Trading June 2003 - July 2004
Lion's Group Trading LLC January 2002 - June 2003
Generic Trading June 2001 - January 2002
WorldCo LLC October 1998 - June 2001
Olde Discount Corporation August 1997 - September 1998
Skills
Trading, Proprietary Trading, Entrepreneurship, Series 7, Equities, Trading Strategies, Equity Trading, Risk Management, Business Strategy, Bloomberg Terminal, Sales, Real Estate, International..., Relationship Management, Alternative Investments, Asset Management
Education
Fordham University 1993 — 1997
Bachelor of Science, Finance, Minor in Marketing
The Kew Forest School 1989 — 1993
High School Diploma
Vanguard September 2014 - Present
Vanguard September 2013 - August 2014
Merrill Edge Platform February 2012 - August 2013
Avatar Securities LLC June 2010 - January 2012
Assent LLC (SunGard Data Systems) August 2004 - May 2010
Generic Trading June 2003 - July 2004
Lion's Group Trading LLC January 2002 - June 2003
Generic Trading June 2001 - January 2002
WorldCo LLC October 1998 - June 2001
Olde Discount Corporation August 1997 - September 1998
Skills
Trading, Proprietary Trading, Entrepreneurship, Series 7, Equities, Trading Strategies, Equity Trading, Risk Management, Business Strategy, Bloomberg Terminal, Sales, Real Estate, International..., Relationship Management, Alternative Investments, Asset Management
Education
Fordham University 1993 — 1997
Bachelor of Science, Finance, Minor in Marketing
The Kew Forest School 1989 — 1993
High School Diploma
Clementina Ojie's Vanguard Experience July 2014 - March 2015
Job Client Service Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan 2015 - Present
Vanguard July 2014 - March 2015
Avondale Partners August 2013 - December 2013
World Financial Group (WFG) March 2013 - August 2013
HSBC June 2013 - July 2013
Innovation Capital Advisors, LLC May 2013 - June 2013
Skills
Microsoft Excel, Customer Service, Recruiting, PowerPoint, Microsoft Word, Insurance, Research, Public Speaking, Communication, Writing, Lotus Notes, Sametime, Project Management, Presentations, Microsoft Office, Event Planning, Financial Analysis, Networking, Time Management, Teamwork, Data Entry, Financial Advisory, Data Analysis, Leadership
Education
Fisk University 2010 — 2014
Bachelor of Science (B.S.), Business (Accounting Concentration), 3.92 cumulative G.P.A.
Fisk University 2010 — 2014
Bachelor of Arts (B.A.), English, 3.92 cumulative G.P.A.
Parkdale High School 2006 — 2010
J.P. Morgan 2015 - Present
Vanguard July 2014 - March 2015
Avondale Partners August 2013 - December 2013
World Financial Group (WFG) March 2013 - August 2013
HSBC June 2013 - July 2013
Innovation Capital Advisors, LLC May 2013 - June 2013
Skills
Microsoft Excel, Customer Service, Recruiting, PowerPoint, Microsoft Word, Insurance, Research, Public Speaking, Communication, Writing, Lotus Notes, Sametime, Project Management, Presentations, Microsoft Office, Event Planning, Financial Analysis, Networking, Time Management, Teamwork, Data Entry, Financial Advisory, Data Analysis, Leadership
Education
Fisk University 2010 — 2014
Bachelor of Science (B.S.), Business (Accounting Concentration), 3.92 cumulative G.P.A.
Fisk University 2010 — 2014
Bachelor of Arts (B.A.), English, 3.92 cumulative G.P.A.
Parkdale High School 2006 — 2010
Daniel Shuptar Daniel Shuptar's Vanguard Experience August 2012 - March 2014
Job Relationship Manager at Fidelity
Industry Financial Services
Experience
Fidelity Investments March 2014 - Present
Vanguard August 2012 - March 2014
Vanguard September 2011 - August 2012
Vanguard August 2010 - September 2011
Skills
Series 66, Series 7, Series 63, Series 6, Investments, Bloomberg Terminal, ThomsonOne, Written & Verbal..., Problem Solving, MS Office Products
Education
Franklin & Marshall College 2005 — 2009
Bachelor of Arts, Business, Organizations, and Society
Chestnut Hill Academy 1992 — 2005
Rollins College
Fidelity Investments March 2014 - Present
Vanguard August 2012 - March 2014
Vanguard September 2011 - August 2012
Vanguard August 2010 - September 2011
Skills
Series 66, Series 7, Series 63, Series 6, Investments, Bloomberg Terminal, ThomsonOne, Written & Verbal..., Problem Solving, MS Office Products
Education
Franklin & Marshall College 2005 — 2009
Bachelor of Arts, Business, Organizations, and Society
Chestnut Hill Academy 1992 — 2005
Rollins College
Bryan Marciniak Bryan Marciniak's Vanguard Experience August 2014 - Present
Job Ultra High Net Worth Client Relationship Associate at Vanguard
Industry Banking
Experience
Vanguard August 2014 - Present
Vanguard June 2013 - July 2014
Bank of America October 2012 - June 2013
Bank of America November 2010 - October 2012
Bank of America November 2009 - November 2010
Skills
Financial Services, Sales, Banking Relationships, Banking, Loans, Risk Management, Mortgage Lending, Finance, CRM, Investments, Financial Risk, Credit Cards, Selling, Credit, Consumer Lending, Retail Banking, Credit Analysis, Small Business, Leadership
Education
University of North Carolina at Charlotte
Florida Atlantic University
Vanguard August 2014 - Present
Vanguard June 2013 - July 2014
Bank of America October 2012 - June 2013
Bank of America November 2010 - October 2012
Bank of America November 2009 - November 2010
Skills
Financial Services, Sales, Banking Relationships, Banking, Loans, Risk Management, Mortgage Lending, Finance, CRM, Investments, Financial Risk, Credit Cards, Selling, Credit, Consumer Lending, Retail Banking, Credit Analysis, Small Business, Leadership
Education
University of North Carolina at Charlotte
Florida Atlantic University
Bryce Dawson Bryce Dawson's Vanguard Experience April 2011 - June 2011
Job Financial Services Professional
Industry Financial Services
Experience
Key Private Bank January 2015 - Present
KeyBank January 2015 - Present
Wilmington Trust September 2011 - May 2014
Vanguard April 2011 - June 2011
Bank of America October 2009 - April 2011
JPMorgan Chase March 2007 - August 2008
Arizona Historical Society April 2007 - July 2007
Wells Fargo May 2006 - August 2006
Bank One March 2005 - August 2005
Skills
Team Building, Accounting, Management, Banking, Sales, Customer Service, Wealth Management, Microsoft Office, Security, Internal Audit, Research, Mortgage Lending, Credit, Financial Services, Loans, Portfolio Management
Education
University of Arizona 2006 — 2009
Bachelor of Arts, English
Florida Agricultural and Mechanical University 2005 — 2006
Key Private Bank January 2015 - Present
KeyBank January 2015 - Present
Wilmington Trust September 2011 - May 2014
Vanguard April 2011 - June 2011
Bank of America October 2009 - April 2011
JPMorgan Chase March 2007 - August 2008
Arizona Historical Society April 2007 - July 2007
Wells Fargo May 2006 - August 2006
Bank One March 2005 - August 2005
Skills
Team Building, Accounting, Management, Banking, Sales, Customer Service, Wealth Management, Microsoft Office, Security, Internal Audit, Research, Mortgage Lending, Credit, Financial Services, Loans, Portfolio Management
Education
University of Arizona 2006 — 2009
Bachelor of Arts, English
Florida Agricultural and Mechanical University 2005 — 2006
Moises (Mo) Cardenas Moises (Mo) Cardenas's Vanguard Experience July 2006 - April 2007
Job Analytic Linguist (Spanish)/ Public Administration
Industry Public Policy
Experience
Metropolitan Interpreters and Translators, Inc October 2012 - Present
Georgia House Democratic Caucus September 2012 - November 2012
Office of the Georgia House Minority Leader Stacy Abrams January 2011 - April 2011
Georgia Department of Economic Development 2010 - 2010
Wells Fargo Advisors April 2007 - August 2009
Vanguard July 2006 - April 2007
Weddington High School September 2005 - June 2006
Skills
Spanish Interpretation, Investor Relations, Budget Analysis, Financial Services, Public Policy, Public Administration, Spanish, Public Speaking, Non-profits, Budgets, Interpreting, Community Outreach, Research, Leadership, Event Planning, Program Evaluation, Nonprofits, Data Analysis, Analysis, Government, Public Relations, Policy Analysis, Leadership Development, Training, Program Development, Fundraising, Program Management, Microsoft Word, Teaching, Customer Service, Editing, Volunteer Management, Community Development, Policy, Grant Writing
Education
Georgia State University 2009 — 2011
Masters of Public Administration, Public Administration
Florida State University 2000 — 2004
Bachelor of Arts, International Affairs & Anthropology
Metropolitan Interpreters and Translators, Inc October 2012 - Present
Georgia House Democratic Caucus September 2012 - November 2012
Office of the Georgia House Minority Leader Stacy Abrams January 2011 - April 2011
Georgia Department of Economic Development 2010 - 2010
Wells Fargo Advisors April 2007 - August 2009
Vanguard July 2006 - April 2007
Weddington High School September 2005 - June 2006
Skills
Spanish Interpretation, Investor Relations, Budget Analysis, Financial Services, Public Policy, Public Administration, Spanish, Public Speaking, Non-profits, Budgets, Interpreting, Community Outreach, Research, Leadership, Event Planning, Program Evaluation, Nonprofits, Data Analysis, Analysis, Government, Public Relations, Policy Analysis, Leadership Development, Training, Program Development, Fundraising, Program Management, Microsoft Word, Teaching, Customer Service, Editing, Volunteer Management, Community Development, Policy, Grant Writing
Education
Georgia State University 2009 — 2011
Masters of Public Administration, Public Administration
Florida State University 2000 — 2004
Bachelor of Arts, International Affairs & Anthropology
Subbu Chetty Subbu Chetty's Vanguard Experience August 2014 - Present
Job Student at Emory University Goizueta Business School
Industry Financial Services
Experience
Vanguard August 2014 - Present
Safe-Guard Products May 2013 - September 2013
Computershare June 2012 - August 2012
Skills
Tableau, Microsoft Office, ThomsonOne, Financial Modeling, Finance, Accounting, Public Speaking, Financial Analysis
Education
Emory University - Goizueta Business School 2010 — 2014
Bachelor's Degree, Finance, General
Emory University 2010 — 2014
Bachelor's Degree, Psychology
Northview High School 2006 — 2010
Vanguard August 2014 - Present
Safe-Guard Products May 2013 - September 2013
Computershare June 2012 - August 2012
Skills
Tableau, Microsoft Office, ThomsonOne, Financial Modeling, Finance, Accounting, Public Speaking, Financial Analysis
Education
Emory University - Goizueta Business School 2010 — 2014
Bachelor's Degree, Finance, General
Emory University 2010 — 2014
Bachelor's Degree, Psychology
Northview High School 2006 — 2010
Lindsay Hanson Lindsay Hanson's Vanguard Experience August 2007 - October 2011
Job Assistant Manager at Safelite AutoGlass
Industry Financial Services
Experience
Safelite AutoGlass June 2013 - Present
Vanguard August 2007 - October 2011
Vanguard October 2005 - August 2007
Vanguard October 2003 - October 2005
Florida State University January 2000 - January 2003
City of Chicago October 1998 - November 1999
Education
Florida State University
Master of Science, Educational Psychology
Florida State University
Master of Science, Sport Management
University of Arizona
Bachelor of Science, Retail and Consumer Studies
Safelite AutoGlass June 2013 - Present
Vanguard August 2007 - October 2011
Vanguard October 2005 - August 2007
Vanguard October 2003 - October 2005
Florida State University January 2000 - January 2003
City of Chicago October 1998 - November 1999
Education
Florida State University
Master of Science, Educational Psychology
Florida State University
Master of Science, Sport Management
University of Arizona
Bachelor of Science, Retail and Consumer Studies
David Jamison, CFP® David Jamison, CFP®'s Vanguard Experience May 2004 - January 2008
Job Wealth Management
Industry Financial Services
Experience
TIAA-CREF July 2013 - September 2014
USAA May 2011 - June 2013
Prime Financial Services January 2008 - May 2011
Vanguard May 2004 - January 2008
Jamison Financial Services, Inc. March 1995 - May 2000
United States Air Force June 1987 - January 1998
Aery Insurance Services February 1993 - December 1995
Skills
Wealth Management, Retirement Planning, Investments, Mutual Funds, Asset Allocation, Portfolio Management, Series 7, Asset Management, Financial Services, Insurance, Estate Planning, Fixed Annuities, Life Insurance, Wealth, Financial Planners, Financial Analysis
Education
Florida International University - College of Business 2001 — 2002
50% completed, Masters in Taxation
Palm Beach Atlantic University 1990 — 1992
Bachelors, Finance
TIAA-CREF July 2013 - September 2014
USAA May 2011 - June 2013
Prime Financial Services January 2008 - May 2011
Vanguard May 2004 - January 2008
Jamison Financial Services, Inc. March 1995 - May 2000
United States Air Force June 1987 - January 1998
Aery Insurance Services February 1993 - December 1995
Skills
Wealth Management, Retirement Planning, Investments, Mutual Funds, Asset Allocation, Portfolio Management, Series 7, Asset Management, Financial Services, Insurance, Estate Planning, Fixed Annuities, Life Insurance, Wealth, Financial Planners, Financial Analysis
Education
Florida International University - College of Business 2001 — 2002
50% completed, Masters in Taxation
Palm Beach Atlantic University 1990 — 1992
Bachelors, Finance
Daniel Hinson Daniel Hinson's Vanguard Experience April 2014 - Present
Job Client Relationship Specialist
Industry Financial Services
Experience
Vanguard April 2014 - Present
Florida Southern College August 2010 - December 2013
Situation Solutions Inc. May 2012 - August 2013
Virginia Beach City Public Schools 2009 - 2011
Ocean Breeze Water Park March 2010 - August 2010
Skills
Real Estate, Customer Service, Investments, Investment Properties, Real Estate Transactions, Property Management, Real Estate Development, Residential Homes, Real Estate Economics, Short Sales, Microsoft Excel, Troubleshooting, Marketing, Finance, Microsoft Office, Public Speaking
Education
Florida Southern College 2010 — 2013
Bachelor of Science (B.S.), Economics
Vanguard April 2014 - Present
Florida Southern College August 2010 - December 2013
Situation Solutions Inc. May 2012 - August 2013
Virginia Beach City Public Schools 2009 - 2011
Ocean Breeze Water Park March 2010 - August 2010
Skills
Real Estate, Customer Service, Investments, Investment Properties, Real Estate Transactions, Property Management, Real Estate Development, Residential Homes, Real Estate Economics, Short Sales, Microsoft Excel, Troubleshooting, Marketing, Finance, Microsoft Office, Public Speaking
Education
Florida Southern College 2010 — 2013
Bachelor of Science (B.S.), Economics
Collin Wright's Vanguard Experience May 2015 - July 2015
Job Electronic Trading Intern in Vanguard C2C Program
Industry Financial Services
Experience
Vanguard May 2015 - July 2015
Roscommon Asset Management February 2014 - June 2014
Stella Blu and Gypsy Saloon Restaurants December 2013 - January 2014
Hoop Heaven Basketball Camps July 2010 - August 2013
Acme Market June 2012 - August 2012
Education
Fordham University 2012 — 2016
Business Administration: Concentrations in Finance and Marketing
The Episcopal Academy 2008 — 2012
High School
Vanguard May 2015 - July 2015
Roscommon Asset Management February 2014 - June 2014
Stella Blu and Gypsy Saloon Restaurants December 2013 - January 2014
Hoop Heaven Basketball Camps July 2010 - August 2013
Acme Market June 2012 - August 2012
Education
Fordham University 2012 — 2016
Business Administration: Concentrations in Finance and Marketing
The Episcopal Academy 2008 — 2012
High School
Carolyn Park's Vanguard Experience 2013 - 2014
Job Client Relations Specialist at Vanguard
Industry Investment Management
Experience
Vanguard 2013 - 2014
Science Care November 2011 - August 2013
Relevant Matter February 2011 - June 2011
The Washington Post February 2011 - June 2011
Asiana Airlines February 2011 - April 2011
Visionworks of America May 2007 - May 2009
WCM Public Relations May 2008 - August 2008
Skills
Customer Service, iWork, Event Planning, Social Media, Editing, Facebook, Social Media Marketing, Microsoft Word, Blogging, Public Speaking, Management
Education
Fashion Institute of Design & Merchandising 2015 — 2015
Merchandise Marketing
University of Arizona 2005 — 2009
B.A., Communication, Chemistry
University of Arizona 2005 — 2009
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Vanguard 2013 - 2014
Science Care November 2011 - August 2013
Relevant Matter February 2011 - June 2011
The Washington Post February 2011 - June 2011
Asiana Airlines February 2011 - April 2011
Visionworks of America May 2007 - May 2009
WCM Public Relations May 2008 - August 2008
Skills
Customer Service, iWork, Event Planning, Social Media, Editing, Facebook, Social Media Marketing, Microsoft Word, Blogging, Public Speaking, Management
Education
Fashion Institute of Design & Merchandising 2015 — 2015
Merchandise Marketing
University of Arizona 2005 — 2009
B.A., Communication, Chemistry
University of Arizona 2005 — 2009
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Erin Loughney Haas's Vanguard Experience January 2010 - January 2014
Job
Industry Human Resources
Experience
Saint-Gobain January 2014 - Present
Dunwoody Village January 2015 - Present
Vanguard January 2010 - January 2014
Vanguard September 2007 - December 2009
Vanguard February 2005 - May 2008
General Electric June 2004 - February 2005
General Electric June 2002 - June 2004
General Electric June 2000 - June 2002
Old Kent Bank May 1999 - August 1999
Skills
Executive Recruiting, Executive Search, Talent Management, Talent Acquisition, Organizational Design, Organizational Change, Organizational..., Human Capital Management, Human Capital Strategy, HR Business Partnering, Leadership Effectiveness, Six Sigma, Talent Assessment, Business Transformation, Process Improvement, Communications Planning, Change Management, HR Consulting, Performance Management, Organizational..., Strategic HR, Talent Development, Organizational Structure, Organizational..., Operating Models, Leadership, Recruiting, CRM, Business Strategy, Management, Interviews, Personnel Management, Hiring, Leadership Development, Management Consulting, Human Resources, Strategy
Education
University of Notre Dame - Mendoza College of Business 1998 — 2000
MBA
The Catholic University of America, Columbus School of Law 1993 — 1995
JD, Law
Fairfield University 1987 — 1991
BA, Psychology
Saint-Gobain January 2014 - Present
Dunwoody Village January 2015 - Present
Vanguard January 2010 - January 2014
Vanguard September 2007 - December 2009
Vanguard February 2005 - May 2008
General Electric June 2004 - February 2005
General Electric June 2002 - June 2004
General Electric June 2000 - June 2002
Old Kent Bank May 1999 - August 1999
Skills
Executive Recruiting, Executive Search, Talent Management, Talent Acquisition, Organizational Design, Organizational Change, Organizational..., Human Capital Management, Human Capital Strategy, HR Business Partnering, Leadership Effectiveness, Six Sigma, Talent Assessment, Business Transformation, Process Improvement, Communications Planning, Change Management, HR Consulting, Performance Management, Organizational..., Strategic HR, Talent Development, Organizational Structure, Organizational..., Operating Models, Leadership, Recruiting, CRM, Business Strategy, Management, Interviews, Personnel Management, Hiring, Leadership Development, Management Consulting, Human Resources, Strategy
Education
University of Notre Dame - Mendoza College of Business 1998 — 2000
MBA
The Catholic University of America, Columbus School of Law 1993 — 1995
JD, Law
Fairfield University 1987 — 1991
BA, Psychology
John Detterline's Vanguard Experience October 2013 - November 2014
Job Lead Technical Consultant at Foundation Technology Partners, Inc.
Industry Computer Networking
Experience
Foundation Technology Partners, Inc. December 2014 - Present
Network & Software Development, Inc. March 2002 - Present
Vanguard October 2013 - November 2014
Chem Service Inc. 2009 - 2011
Knoll 2000 - 2002
Epsilon Products Co 1996 - 2000
Chemical Leaman Tank Lines 1990 - 1991
Skills
System Administration, Networking, Lotus Notes, ERP, Project Management, IT Management, Lotus Domino, Process Improvement, Disaster Recovery, Windows Server, Technical Support, Business Analysis, Integration, Cloud Computing, Windows, Servers, Data Center, CompTIA Network+, ITIL, IT Service Management, Windows 7, Virtualization, SQL, Enterprise Software, iOS, Software Documentation, Troubleshooting, Software Development, IBM iSeries, Suse, Help Desk Support, Vendor Management, Messaging, Systems Analysis, Business Process, Solution Architecture, PCLP Lotus Notes..., Novell CNE 5&6, Process Pro ERP, JDEdwards ERP, Suse Linux, Webstorm IDE, jQuery, CSS, JavaScript, Consulting
Education
Excelsior College
Bachelor of Science (BS), Computer Science
Penn State University 1987 — 1989
Engineering
Downingtown 1985 — 1987
Diploma, Academic
Lionville
West Chester University of Pennsylvania
Foundation Technology Partners, Inc. December 2014 - Present
Network & Software Development, Inc. March 2002 - Present
Vanguard October 2013 - November 2014
Chem Service Inc. 2009 - 2011
Knoll 2000 - 2002
Epsilon Products Co 1996 - 2000
Chemical Leaman Tank Lines 1990 - 1991
Skills
System Administration, Networking, Lotus Notes, ERP, Project Management, IT Management, Lotus Domino, Process Improvement, Disaster Recovery, Windows Server, Technical Support, Business Analysis, Integration, Cloud Computing, Windows, Servers, Data Center, CompTIA Network+, ITIL, IT Service Management, Windows 7, Virtualization, SQL, Enterprise Software, iOS, Software Documentation, Troubleshooting, Software Development, IBM iSeries, Suse, Help Desk Support, Vendor Management, Messaging, Systems Analysis, Business Process, Solution Architecture, PCLP Lotus Notes..., Novell CNE 5&6, Process Pro ERP, JDEdwards ERP, Suse Linux, Webstorm IDE, jQuery, CSS, JavaScript, Consulting
Education
Excelsior College
Bachelor of Science (BS), Computer Science
Penn State University 1987 — 1989
Engineering
Downingtown 1985 — 1987
Diploma, Academic
Lionville
West Chester University of Pennsylvania
Amy Dobson's Vanguard Experience January 2001 - August 2003
Job Project Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo August 2003 - Present
Vanguard January 2001 - August 2003
CSX Technology May 1991 - January 2001
Skills
SDLC, Business Analysis, PMO, Vendor Management, Risk Management, Requirements Analysis, Requirements Gathering, Project Portfolio..., Visio, Software Project..., Business Requirements, Process Improvement, PMP, Banking, Program Management
Education
Florida State University - College of Business 1987 — 1991
Wells Fargo August 2003 - Present
Vanguard January 2001 - August 2003
CSX Technology May 1991 - January 2001
Skills
SDLC, Business Analysis, PMO, Vendor Management, Risk Management, Requirements Analysis, Requirements Gathering, Project Portfolio..., Visio, Software Project..., Business Requirements, Process Improvement, PMP, Banking, Program Management
Education
Florida State University - College of Business 1987 — 1991
Anjali Naik's Vanguard Experience Project ManagerVanguardApril 2005 - Present
Job Team Manager at Vanguard
Industry Investment Management
Experience
Vanguard Project ManagerVanguardApril 2005 - Present
Vanguard July 2000 - March 2005
EMS September 1995 - June 2000
Unisys 1995 - 2000
Tata Unisys July 1990 - August 1995
Skills
Requirements Analysis, Software Project..., SDLC, Business Analysis, Project Management, Agile Methodologies, Integration, Vendor Management, Software Development, Enterprise Architecture
Education
Symbiosis Institute of Business Management 1988 — 1990
MBA, Information Systems
University of Pune 1988 — 1990
MBA, Information Systems
Fergusson College, Pune 1984 — 1987
B.Sc, Statistics
St. Joseph's High school, Pune 1972 — 1982
Vanguard Project ManagerVanguardApril 2005 - Present
Vanguard July 2000 - March 2005
EMS September 1995 - June 2000
Unisys 1995 - 2000
Tata Unisys July 1990 - August 1995
Skills
Requirements Analysis, Software Project..., SDLC, Business Analysis, Project Management, Agile Methodologies, Integration, Vendor Management, Software Development, Enterprise Architecture
Education
Symbiosis Institute of Business Management 1988 — 1990
MBA, Information Systems
University of Pune 1988 — 1990
MBA, Information Systems
Fergusson College, Pune 1984 — 1987
B.Sc, Statistics
St. Joseph's High school, Pune 1972 — 1982
Jing Yang (楊景超)'s Vanguard Experience May 2013 - Present
Job Software Architect at Vanguard
Industry Financial Services
Experience
Vanguard May 2013 - Present
Independence Blue Cross February 2005 - May 2013
Skills
Sun Certified Java..., PowerBuilder Certified..., Microsoft Certified...
Education
Temple University 1988 — 1990
MS, Computer Sciences
Feng Chia University
Vanguard May 2013 - Present
Independence Blue Cross February 2005 - May 2013
Skills
Sun Certified Java..., PowerBuilder Certified..., Microsoft Certified...
Education
Temple University 1988 — 1990
MS, Computer Sciences
Feng Chia University
Scott Richelson's Vanguard Experience June 2015 - Present
Job Associate Counsel at Vanguard
Industry Law Practice
Experience
Vanguard June 2015 - Present
eBay Enterprise August 2012 - May 2015
Morgan, Lewis & Bockius LLP August 2007 - August 2012
Skills
Negotiation, Contract Negotiation, Outsourcing, Strategic Partnerships, Legal Advice, Strategy, Privacy Law, Due Diligence, Management
Education
Temple University - James E. Beasley School of Law 2004 — 2007
J.D.
Emory University 1997 — 2001
BA, History
Germantown Academy 1987 — 1997
Vanguard June 2015 - Present
eBay Enterprise August 2012 - May 2015
Morgan, Lewis & Bockius LLP August 2007 - August 2012
Skills
Negotiation, Contract Negotiation, Outsourcing, Strategic Partnerships, Legal Advice, Strategy, Privacy Law, Due Diligence, Management
Education
Temple University - James E. Beasley School of Law 2004 — 2007
J.D.
Emory University 1997 — 2001
BA, History
Germantown Academy 1987 — 1997
Jason Marino's Vanguard Experience 2000 - 2004
Job Client Service Manager, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
Commonwealth Financial Network December 2013 - January 2015
Commonwealth Financial Network January 2004 - December 2013
Vanguard 2000 - 2004
Skills
Series 63, Series 7, Series 24, Securities, Financial Services, Retirement Planning, FINRA, Wealth Management, Mutual Funds
Education
Framingham State University 1992 — 1995
BA, Communications
Framingham South HS
Framingham South HS
Fidelity Investments January 2015 - Present
Commonwealth Financial Network December 2013 - January 2015
Commonwealth Financial Network January 2004 - December 2013
Vanguard 2000 - 2004
Skills
Series 63, Series 7, Series 24, Securities, Financial Services, Retirement Planning, FINRA, Wealth Management, Mutual Funds
Education
Framingham State University 1992 — 1995
BA, Communications
Framingham South HS
Framingham South HS
Brianne Powers's Vanguard Experience January 2015 - Present
Job Manager, Strategic Workforce Planning at Vanguard
Industry Investment Management
Experience
Vanguard January 2015 - Present
Vanguard December 2012 - January 2015
Vanguard July 2011 - December 2012
Vanguard May 2010 - August 2010
BlackRock November 2004 - July 2009
Education
University of Virginia - Darden Graduate School of Business Administration 2009 — 2011
MBA, Concentration in Asset Management
Franklin & Marshall College 1999 — 2003
Bachelor of Arts (B.A.), Mathematics and Business Finance
Clarkstown High School South 1995 — 1999
Vanguard January 2015 - Present
Vanguard December 2012 - January 2015
Vanguard July 2011 - December 2012
Vanguard May 2010 - August 2010
BlackRock November 2004 - July 2009
Education
University of Virginia - Darden Graduate School of Business Administration 2009 — 2011
MBA, Concentration in Asset Management
Franklin & Marshall College 1999 — 2003
Bachelor of Arts (B.A.), Mathematics and Business Finance
Clarkstown High School South 1995 — 1999
Eric L. Askew, CRPC's Vanguard Experience January 2014 - Present
Job Project Administrator at Vanguard
Industry Financial Services
Experience
Vanguard January 2014 - Present
Vanguard January 2004 - December 2013
Vanguard June 1999 - December 2003
Vanguard July 1998 - May 1999
Strawbridge's/May Department Stores September 1995 - June 1998
Skills
Mutual Funds, Investments, Series 63, Financial Services, 401k, Series 7, Asset Allocation, Retirement, Relationship Management, Series 6, Portfolio Management, Finance, Asset Management, Retirement Planning, Financial Planning, Leadership, Fixed Annuities, Investment Strategies, Wealth Management, Bloomberg, Investment Advisory, Strategic Planning
Education
Franklin & Marshall College 1991 — 1995
Bachelor of Arts (B.A.), History
Germantown Friends School 1987 — 1991
High School Diploma
Vanguard January 2014 - Present
Vanguard January 2004 - December 2013
Vanguard June 1999 - December 2003
Vanguard July 1998 - May 1999
Strawbridge's/May Department Stores September 1995 - June 1998
Skills
Mutual Funds, Investments, Series 63, Financial Services, 401k, Series 7, Asset Allocation, Retirement, Relationship Management, Series 6, Portfolio Management, Finance, Asset Management, Retirement Planning, Financial Planning, Leadership, Fixed Annuities, Investment Strategies, Wealth Management, Bloomberg, Investment Advisory, Strategic Planning
Education
Franklin & Marshall College 1991 — 1995
Bachelor of Arts (B.A.), History
Germantown Friends School 1987 — 1991
High School Diploma
Bridget Kelleher's Vanguard Experience March 2012 - Present
Job HR Reporting and Operations manager
Industry Financial Services
Experience
Vanguard March 2012 - Present
Vanguard November 1996 - March 2012
Mobil Oil September 1995 - October 1996
WNWR 1540 AM August 1994 - August 1995
Skills
Email Marketing, PPC, Team Management, Analytics, Segmentation, Digital Marketing, Direct Marketing
Education
Saint Joseph's University - Erivan K. Haub School of Business 2011 — 2015
Fairfield University 1990 — 1994
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Vanguard March 2012 - Present
Vanguard November 1996 - March 2012
Mobil Oil September 1995 - October 1996
WNWR 1540 AM August 1994 - August 1995
Skills
Email Marketing, PPC, Team Management, Analytics, Segmentation, Digital Marketing, Direct Marketing
Education
Saint Joseph's University - Erivan K. Haub School of Business 2011 — 2015
Fairfield University 1990 — 1994
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Raymond Blajda, CFA's Vanguard Experience November 2004 - 2008
Job Consultant at Curcio Webb
Industry Financial Services
Experience
Curcio Webb 2008 - Present
Vanguard November 2004 - 2008
HSBC Investment Management February 2001 - November 2004
UBS/PaineWebber June 1998 - February 2001
Prudential Investments February 1994 - June 1998
Education
Fairleigh Dickinson University 1991 — 1993
MBA, Finance
University of Notre Dame 1985 — 1989
BA, Economics
Curcio Webb 2008 - Present
Vanguard November 2004 - 2008
HSBC Investment Management February 2001 - November 2004
UBS/PaineWebber June 1998 - February 2001
Prudential Investments February 1994 - June 1998
Education
Fairleigh Dickinson University 1991 — 1993
MBA, Finance
University of Notre Dame 1985 — 1989
BA, Economics
Cristina Caraballo-Turchiano's Vanguard Experience June 2014 - August 2015
Job at
Industry Financial Services
Experience
Ernst & Young August 2015 - Present
Vanguard June 2014 - August 2015
Vanguard December 2012 - June 2014
Vanguard February 2010 - December 2012
The Vanguard Group June 2008 - March 2010
The Vanguard Group November 2005 - June 2008
The Vanguard Group October 2003 - November 2005
Skills
Leadership, Management, Project Management, Quality Assurance, Team Building, Series 7, Securities, Finance, Six Sigma, Retirement Planning, Customer Service, Team Leadership, Risk Management, Financial Services, Financial Analysis, Analysis, Investments, Series 6, Portfolio Management, Mutual Funds, Relationship Management, Process Improvement
Education
University of Phoenix 2005 — 2007
Master's, Information Systems
Florida International University
Bachelor's, Physics, Math
University of West Florida
Bachelor's, Physics, Math
Ernst & Young August 2015 - Present
Vanguard June 2014 - August 2015
Vanguard December 2012 - June 2014
Vanguard February 2010 - December 2012
The Vanguard Group June 2008 - March 2010
The Vanguard Group November 2005 - June 2008
The Vanguard Group October 2003 - November 2005
Skills
Leadership, Management, Project Management, Quality Assurance, Team Building, Series 7, Securities, Finance, Six Sigma, Retirement Planning, Customer Service, Team Leadership, Risk Management, Financial Services, Financial Analysis, Analysis, Investments, Series 6, Portfolio Management, Mutual Funds, Relationship Management, Process Improvement
Education
University of Phoenix 2005 — 2007
Master's, Information Systems
Florida International University
Bachelor's, Physics, Math
University of West Florida
Bachelor's, Physics, Math
Donna Skinner's Vanguard Experience 1997 - 2003
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Vanguard 1997 - 2003
EDS Corporation 1984 - 1997
Skills
Business Analysis, Project Management, SDLC
Education
Fairfield University 1980 — 1984
BS, Mathematics
Vanguard 1997 - 2003
EDS Corporation 1984 - 1997
Skills
Business Analysis, Project Management, SDLC
Education
Fairfield University 1980 — 1984
BS, Mathematics
Tanisha Goodman's Vanguard Experience November 1999 - December 2010
Job Project Manager at The Vanguard Group
Industry Information Technology and Services
Experience
The Vanguard Group January 2011 - Present
Vanguard November 1999 - December 2010
Skills
SDLC, Agile Methodologies, Software Project..., Requirements Analysis, Agile Project Management, Scrum, Visio, SQL, Process Improvement
Education
Winthrop University 2002 — 2004
M.S., Software Development
Francis Marion University 1995 — 1997
Bachelor of Business Administration, Management Information Systems
University of South Carolina 1992 — 1994
Information Systems Management
The Vanguard Group January 2011 - Present
Vanguard November 1999 - December 2010
Skills
SDLC, Agile Methodologies, Software Project..., Requirements Analysis, Agile Project Management, Scrum, Visio, SQL, Process Improvement
Education
Winthrop University 2002 — 2004
M.S., Software Development
Francis Marion University 1995 — 1997
Bachelor of Business Administration, Management Information Systems
University of South Carolina 1992 — 1994
Information Systems Management
Veronica Deese's Vanguard Experience SupervisorSprint PCSMarch 1999 - March 2002
Job Supervisor at Vanguard
Industry Financial Services
Experience
Vanguard SupervisorSprint PCSMarch 1999 - March 2002
Education
Fayetteville State University 1990 — 1994
Political Science
Vanguard SupervisorSprint PCSMarch 1999 - March 2002
Education
Fayetteville State University 1990 — 1994
Political Science
Anna Keaton's Vanguard Experience November 2000 - Present
Job Systems Tester at Vanguard
Industry Computer Software
Experience
Vanguard November 2000 - Present
Vanguard November 2000 - Present
Vanguard 2000 - Present
Resource Bancshares Mortgage Group 1999 - 2000
Wellman Inc. 1998 - 1999
GE Healthcare 1996 - 1997
Skills
Agile Methodolgy, Quality Center, Java, Mobile Testing, Requirements..., RAD
Education
Francis Marion University
Bachelor of Science (B.S.), Computer Science
Vanguard November 2000 - Present
Vanguard November 2000 - Present
Vanguard 2000 - Present
Resource Bancshares Mortgage Group 1999 - 2000
Wellman Inc. 1998 - 1999
GE Healthcare 1996 - 1997
Skills
Agile Methodolgy, Quality Center, Java, Mobile Testing, Requirements..., RAD
Education
Francis Marion University
Bachelor of Science (B.S.), Computer Science
Earl Harley Jr.'s Vanguard Experience March 1992 - Present
Job Senior Financial Advisor at Vanguard
Industry Investment Management
Experience
Vanguard March 1992 - Present
Liberty Bank 1989 - March 1992
Skills
Asset Management, Mutual Funds, Finance, Wealth Management
Education
Excelsior College 1998 — 2000
Bachelor's degree, Business/Commerce, General
Vanguard March 1992 - Present
Liberty Bank 1989 - March 1992
Skills
Asset Management, Mutual Funds, Finance, Wealth Management
Education
Excelsior College 1998 — 2000
Bachelor's degree, Business/Commerce, General
Ryan Yanaro's Vanguard Experience May 2012 - August 2012
Job Finance and Operations Manager at Green Century Capital Management
Industry Financial Services
Experience
Green Century Capital Management June 2014 - Present
Merrill Lynch September 2013 - June 2014
Vanguard May 2012 - August 2012
State Street 2007 - July 2011
Investors Bank & Trust 2005 - 2007
Skills
Bloomberg, Financial Modeling, Fund Accounting, Mutual Funds, Equities, Fixed Income, Financial Analysis, Securities, Corporate Finance, Hedge Funds
Education
Georgetown University - The McDonough School of Business 2011 — 2013
MBA
Fairfield University
BA, Economics
Green Century Capital Management June 2014 - Present
Merrill Lynch September 2013 - June 2014
Vanguard May 2012 - August 2012
State Street 2007 - July 2011
Investors Bank & Trust 2005 - 2007
Skills
Bloomberg, Financial Modeling, Fund Accounting, Mutual Funds, Equities, Fixed Income, Financial Analysis, Securities, Corporate Finance, Hedge Funds
Education
Georgetown University - The McDonough School of Business 2011 — 2013
MBA
Fairfield University
BA, Economics
Christopher Cavanagh, CIMA's Vanguard Experience July 2011 - Present
Job RIA Sales, The Vanguard Group
Industry Investment Management
Experience
Vanguard July 2011 - Present
Goldman Sachs Asset Management 2009 - 2011
AllianceBernstein December 2005 - November 2008
Nationwide Financial January 2003 - December 2005
SEI Investments 1998 - 2002
Skills
Mutual Funds, Investments, Series 7, Series 63, ETFs, 401k
Education
Franklin & Marshall College 1984 — 1988
BA, Business Management
Wharton School, University of Pennsylvania
CIMA, Certified Investment Management Analyst
Vanguard July 2011 - Present
Goldman Sachs Asset Management 2009 - 2011
AllianceBernstein December 2005 - November 2008
Nationwide Financial January 2003 - December 2005
SEI Investments 1998 - 2002
Skills
Mutual Funds, Investments, Series 7, Series 63, ETFs, 401k
Education
Franklin & Marshall College 1984 — 1988
BA, Business Management
Wharton School, University of Pennsylvania
CIMA, Certified Investment Management Analyst
Darone Littleton's Vanguard Experience March 2015 - Present
Job Manager Retail Division Contingency at Vanguard
Industry Financial Services
Experience
Vanguard March 2015 - Present
Vanguard January 2013 - March 2015
Vanguard July 2012 - December 2012
Vanguard Investments Australia July 2011 - June 2012
The Vanguard Group December 2008 - July 2011
The KLJ Group 2006 - 2009
Wealth Management Group 2001 - 2005
Skills
Business Analysis, Project Management, IT Procurement, Financial Analysis, Strategy, Relationship Management, International Project..., Contract Negotiation, Risk Management, Procurement, Vendor Management, Financial Services, Business Process...
Education
Emory University - Goizueta Business School 1997 — 2001
MBA, Corporate Finance
Emory University School of Law 1997 — 2001
JD, Corporate Finance Law
Morehouse College 1993 — 1997
BA, Finance
Troy High School 1989 — 1993
Diploma, Math, Science
Vanguard March 2015 - Present
Vanguard January 2013 - March 2015
Vanguard July 2012 - December 2012
Vanguard Investments Australia July 2011 - June 2012
The Vanguard Group December 2008 - July 2011
The KLJ Group 2006 - 2009
Wealth Management Group 2001 - 2005
Skills
Business Analysis, Project Management, IT Procurement, Financial Analysis, Strategy, Relationship Management, International Project..., Contract Negotiation, Risk Management, Procurement, Vendor Management, Financial Services, Business Process...
Education
Emory University - Goizueta Business School 1997 — 2001
MBA, Corporate Finance
Emory University School of Law 1997 — 2001
JD, Corporate Finance Law
Morehouse College 1993 — 1997
BA, Finance
Troy High School 1989 — 1993
Diploma, Math, Science
Fred Staub's Vanguard Experience November 2000 - May 2002
Job IT Manager at Newell Rubbermaid
Industry Consumer Goods
Experience
Newell Rubbermaid October 2002 - Present
Vanguard November 2000 - May 2002
CTG May 1998 - November 2000
Lockheed Martin Intgrated Business Solutions August 1996 - May 1998
Fieldcrest Cannon, Inc. April 1984 - August 1996
Ingersoll-Rand Mining Machinery November 1984 - April 1987
Arcata Graphics-Kingsport Press June 1977 - November 1984
Skills
Cross-functional Team..., Business Analysis, Process Improvement, Team Building, Supply Chain Management, Forecasting, Competitive Analysis, SAP, ERP, Supply Chain, Inventory Management, Continuous Improvement, Materials Management, Purchasing, Operations Management, Business Intelligence, Six Sigma, Demand Planning, Business Process..., Pricing, MRP, Supply Chain..., SAP R/3, Product Development, Consumer Products, SAP APO, P&L Management, SAP BW, Production Planning, Supply Management, Global Sourcing, Strategic Sourcing, Vendor Management, Lean Manufacturing, Warehouse Management, Manufacturing, Business Process, Change Management, Logistics, SAP Implementation, Warehousing, Value Stream Mapping, Operational Excellence, JD Edwards, Process Engineering, Acquisition Integration, Strategy, Hyperion Enterprise, IT Management, Procurement
Education
Emory and Henry College 1963 — 1967
B.A, Economics
Newell Rubbermaid October 2002 - Present
Vanguard November 2000 - May 2002
CTG May 1998 - November 2000
Lockheed Martin Intgrated Business Solutions August 1996 - May 1998
Fieldcrest Cannon, Inc. April 1984 - August 1996
Ingersoll-Rand Mining Machinery November 1984 - April 1987
Arcata Graphics-Kingsport Press June 1977 - November 1984
Skills
Cross-functional Team..., Business Analysis, Process Improvement, Team Building, Supply Chain Management, Forecasting, Competitive Analysis, SAP, ERP, Supply Chain, Inventory Management, Continuous Improvement, Materials Management, Purchasing, Operations Management, Business Intelligence, Six Sigma, Demand Planning, Business Process..., Pricing, MRP, Supply Chain..., SAP R/3, Product Development, Consumer Products, SAP APO, P&L Management, SAP BW, Production Planning, Supply Management, Global Sourcing, Strategic Sourcing, Vendor Management, Lean Manufacturing, Warehouse Management, Manufacturing, Business Process, Change Management, Logistics, SAP Implementation, Warehousing, Value Stream Mapping, Operational Excellence, JD Edwards, Process Engineering, Acquisition Integration, Strategy, Hyperion Enterprise, IT Management, Procurement
Education
Emory and Henry College 1963 — 1967
B.A, Economics
Yeshwanth Bhandayker's Vanguard Experience March 2013 - Present
Job Sr. Programmer Analyst working for Randstad Technologies.
Industry Computer Software
Experience
Vanguard March 2013 - Present
Verizon Wireless April 2010 - February 2013
ESRGTech April 2009 - March 2010
Software Research Group Inc August 2006 - March 2009
Skills
SDLC, Requirements Analysis, Oracle, Java, Web Services
Education
University of Ballarat 2003 — 2005
MIT, Computers
Vanguard March 2013 - Present
Verizon Wireless April 2010 - February 2013
ESRGTech April 2009 - March 2010
Software Research Group Inc August 2006 - March 2009
Skills
SDLC, Requirements Analysis, Oracle, Java, Web Services
Education
University of Ballarat 2003 — 2005
MIT, Computers
John Michalizysen's Vanguard Experience January 2008 - Present
Job Relationship Manager at Vanguard
Industry Financial Services
Experience
Vanguard January 2008 - Present
Vanguard January 2001 - December 2007
Vanguard January 1997 - December 2000
Bellcore January 1993 - December 1996
Bellcore September 1990 - March 1994
Skills
Defined Contribution, CRM, Defined Benefit, Relationship Management, Management, Strategy, Mutual Funds, Investments, Retirement, 401k, Retirement Planning, Series 63, Financial Services, Series 6
Education
Fairleigh Dickinson University
BA, History
Vanguard January 2008 - Present
Vanguard January 2001 - December 2007
Vanguard January 1997 - December 2000
Bellcore January 1993 - December 1996
Bellcore September 1990 - March 1994
Skills
Defined Contribution, CRM, Defined Benefit, Relationship Management, Management, Strategy, Mutual Funds, Investments, Retirement, 401k, Retirement Planning, Series 63, Financial Services, Series 6
Education
Fairleigh Dickinson University
BA, History
Scott Katinger's Vanguard Experience October 2014 - Present
Job Emergency Department Scribe at ScribeAmerica
Industry Hospital & Health Care
Experience
Vanguard October 2014 - Present
ScribeAmerica July 2014 - October 2014
Language Services Associates December 2008 - July 2013
Skills
Language Services, Medical Translation, Website Localization, Interpreting, Localization, Multilingual, Linguistics, Technical Translation, Internationalization, State Government, RFP Generation, State & Local..., Government Procurement, RFP, Government Proposals, Proposal Writing, Federal Government, Legal Translation, Foreign Languages, Terminology, Globalization, Manuals, Desktop Publishing, Transcription, English, Customer Service, Project Management, Management, Microsoft Office, Microsoft Excel, Microsoft Word
Education
Framingham State College 1987 — 1991
Incomplete, Graphic Design
Vanguard October 2014 - Present
ScribeAmerica July 2014 - October 2014
Language Services Associates December 2008 - July 2013
Skills
Language Services, Medical Translation, Website Localization, Interpreting, Localization, Multilingual, Linguistics, Technical Translation, Internationalization, State Government, RFP Generation, State & Local..., Government Procurement, RFP, Government Proposals, Proposal Writing, Federal Government, Legal Translation, Foreign Languages, Terminology, Globalization, Manuals, Desktop Publishing, Transcription, English, Customer Service, Project Management, Management, Microsoft Office, Microsoft Excel, Microsoft Word
Education
Framingham State College 1987 — 1991
Incomplete, Graphic Design
Corey Massey's Vanguard Experience June 2007 - Present
Job Manager at Vanguard
Industry Financial Services
Experience
Vanguard June 2007 - Present
The Vanguard Group June 2007 - May 2011
Ford Motor Company January 2000 - August 2003
Education
Florida Agricultural and Mechanical University 1988 — 1993
B.S., Accounting
Flint Beecher High School
Vanguard June 2007 - Present
The Vanguard Group June 2007 - May 2011
Ford Motor Company January 2000 - August 2003
Education
Florida Agricultural and Mechanical University 1988 — 1993
B.S., Accounting
Flint Beecher High School
Mary Beth Hughes's Vanguard Experience September 2004 - January 2007
Job Sole Proprietor at MB Hughes Design
Industry Design
Experience
MB Hughes Design January 2014 - Present
George's Divine Foods January 2010 - Present
Independence Mission Schools September 2013 - June 2015
MB Hughes Communications January 2009 - January 2012
Hirtle, Callaghan & Co. January 2007 - June 2009
Vanguard September 2004 - January 2007
Mary Beth Hughes January 1991 - January 1995
Bradshaw/DePalma Interior Design January 1987 - January 1990
Skills
Design, Interior Design, Strategic Planning, Process Management, Painting, Mural Artist, Garden Design
Education
University of The Arts 1996 — 1999
Master's degree, Painting
Fairfield University 1979 — 1983
BS and BA, Fine Arts, Communications
MB Hughes Design January 2014 - Present
George's Divine Foods January 2010 - Present
Independence Mission Schools September 2013 - June 2015
MB Hughes Communications January 2009 - January 2012
Hirtle, Callaghan & Co. January 2007 - June 2009
Vanguard September 2004 - January 2007
Mary Beth Hughes January 1991 - January 1995
Bradshaw/DePalma Interior Design January 1987 - January 1990
Skills
Design, Interior Design, Strategic Planning, Process Management, Painting, Mural Artist, Garden Design
Education
University of The Arts 1996 — 1999
Master's degree, Painting
Fairfield University 1979 — 1983
BS and BA, Fine Arts, Communications
Kristin Tadano's Vanguard Experience March 2014 - Present
Job Fund Financial Analyst at Vanguard
Industry Financial Services
Experience
Vanguard March 2014 - Present
Vanguard April 2012 - March 2014
Vanguard July 2011 - April 2012
Skills
401k, Retirement
Education
Emory University 2007 — 2011
Bachelor of Arts (B.A.), Mathematics
Vanguard March 2014 - Present
Vanguard April 2012 - March 2014
Vanguard July 2011 - April 2012
Skills
401k, Retirement
Education
Emory University 2007 — 2011
Bachelor of Arts (B.A.), Mathematics
Natasha Towner's Vanguard Experience 2011 - Present
Job Operations/Stock Broker at Vanguard
Industry Financial Services
Experience
Vanguard 2011 - Present
Wachovia, A Wells Fargo Company January 2009 - February 2010
UVEST Financial Services 2004 - 2008
TIAA-CREF 2001 - 2004
Skills
Leadership, Finance, Banking, Analysis, Investments
Education
Pfeiffer University
BBA, Business Administration
Erie Community College
A.A.S, Business Administration
Vanguard 2011 - Present
Wachovia, A Wells Fargo Company January 2009 - February 2010
UVEST Financial Services 2004 - 2008
TIAA-CREF 2001 - 2004
Skills
Leadership, Finance, Banking, Analysis, Investments
Education
Pfeiffer University
BBA, Business Administration
Erie Community College
A.A.S, Business Administration
Kim Dunay's Vanguard Experience 1992 - 1993
Job Art Director/Project Manager at Nazareth College
Industry Marketing and Advertising
Experience
Nazareth College September 2014 - Present
Scybit, Inc. 2004 - September 2014
Finger Lakes Community College 1997 - 2004
The Saunders Group 1995 - 1997
Florida Keys Community College 1993 - 1995
Vanguard 1992 - 1993
Skills
Marketing Communications, Computer skills: Adobe..., Cross-functional Team..., Adobe Creative Suite, Newsletters, Press Releases, Copywriting, Event Management, Program Management, Media Relations, Event Planning, Advertising, Marketing Strategy, Copy Editing, Graphic Design, Editing
Education
West Chester University of Pennsylvania 1986 — 1991
Bachelor of Arts (B.A.)
Finger Lakes Community College
Completed courses in creative writing, developmental psychology, graphic illustration.
Florida Keys Community College
Fine arts including black-and-white photography, sculpture, figure drawing, and stained glass.
Monroe Community College
Nazareth College September 2014 - Present
Scybit, Inc. 2004 - September 2014
Finger Lakes Community College 1997 - 2004
The Saunders Group 1995 - 1997
Florida Keys Community College 1993 - 1995
Vanguard 1992 - 1993
Skills
Marketing Communications, Computer skills: Adobe..., Cross-functional Team..., Adobe Creative Suite, Newsletters, Press Releases, Copywriting, Event Management, Program Management, Media Relations, Event Planning, Advertising, Marketing Strategy, Copy Editing, Graphic Design, Editing
Education
West Chester University of Pennsylvania 1986 — 1991
Bachelor of Arts (B.A.)
Finger Lakes Community College
Completed courses in creative writing, developmental psychology, graphic illustration.
Florida Keys Community College
Fine arts including black-and-white photography, sculpture, figure drawing, and stained glass.
Monroe Community College
Dan Mansmann's Vanguard Experience November 2014 - Present
Job Retail Inheritance Services Supervisor at Vanguard
Industry Financial Services
Experience
Vanguard November 2014 - Present
Vanguard April 2013 - November 2014
Duffy Real Estate, Inc January 2012 - January 2013
west side tennis club 2007 - 2011
Skills
Sellers, Leadership, Investments, Training, Team Building, CRM, Coaching
Education
Emory and Henry College 2004 — 2008
BA, History
Vanguard November 2014 - Present
Vanguard April 2013 - November 2014
Duffy Real Estate, Inc January 2012 - January 2013
west side tennis club 2007 - 2011
Skills
Sellers, Leadership, Investments, Training, Team Building, CRM, Coaching
Education
Emory and Henry College 2004 — 2008
BA, History
Kevin Tighe's Vanguard Experience December 1995 - Present
Job Project Manager at Vanguard
Industry Financial Services
Experience
Vanguard December 1995 - Present
National Education Corporation 1991 - 1995
National Education Corporation 1988 - 1990
SEI Investments 1983 - 1987
Skills
SDLC, Vendor Management, Software Project..., Project Management, Financial Services, IT Strategy, Risk Management, Program Management, IT Management
Education
Fairfield University 1975 — 1978
Bachelor's degree, Finance, General
Vanguard December 1995 - Present
National Education Corporation 1991 - 1995
National Education Corporation 1988 - 1990
SEI Investments 1983 - 1987
Skills
SDLC, Vendor Management, Software Project..., Project Management, Financial Services, IT Strategy, Risk Management, Program Management, IT Management
Education
Fairfield University 1975 — 1978
Bachelor's degree, Finance, General
Don Milligan's Vanguard Experience November 2004 - Present
Job 401 ( K) Loan Administrator at Vanguard
Industry Financial Services
Experience
Vanguard November 2004 - Present
Vanguard November 2009 - Present
Lower Merion School District March 2014 - Present
Norristown Area High School September 2007 - January 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Research, Windows, Outlook, Teaching, Public Speaking, Coaching
Education
Norristown Area high school 1995 — 2008
General Studies
Fairfield University 1998 — 2002
Marketing, Marketing/Marketing Management, General
Vanguard November 2004 - Present
Vanguard November 2009 - Present
Lower Merion School District March 2014 - Present
Norristown Area High School September 2007 - January 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Research, Windows, Outlook, Teaching, Public Speaking, Coaching
Education
Norristown Area high school 1995 — 2008
General Studies
Fairfield University 1998 — 2002
Marketing, Marketing/Marketing Management, General
Karen Urie-West's Vanguard Experience June 2014 - Present
Job Manager, Retail Services at Vanguard
Industry Financial Services
Experience
Vanguard June 2014 - Present
Vanguard January 2002 - June 2014
The Vanguard Group August 1998 - 2002
Vanguard March 1998 - August 1998
Skills
Series 7, Series 24, Series 63, Mutual Funds, 401k, Series 6, Defined Benefit, Retirement Planning, Defined Contribution, Financial Services, Relationship Management, ETFs, ERISA, Leadership, CRM, Retirement, Investments, Asset Allocation, Finance, Portfolio Management, Asset Management, Wealth Management, Equities, Securities, Risk Management, Investment Strategies, FINRA
Education
University of Pennsylvania - The Wharton School 2011 — 2012
Certificate in Finance and Accounting
Franklin & Marshall College 1991 — 1995
BA, English
Vanguard June 2014 - Present
Vanguard January 2002 - June 2014
The Vanguard Group August 1998 - 2002
Vanguard March 1998 - August 1998
Skills
Series 7, Series 24, Series 63, Mutual Funds, 401k, Series 6, Defined Benefit, Retirement Planning, Defined Contribution, Financial Services, Relationship Management, ETFs, ERISA, Leadership, CRM, Retirement, Investments, Asset Allocation, Finance, Portfolio Management, Asset Management, Wealth Management, Equities, Securities, Risk Management, Investment Strategies, FINRA
Education
University of Pennsylvania - The Wharton School 2011 — 2012
Certificate in Finance and Accounting
Franklin & Marshall College 1991 — 1995
BA, English
Lauren Spiers's Vanguard Experience March 2015 - Present
Job Realtor at Arizona Premier Realty
Industry Financial Services
Experience
Vanguard March 2015 - Present
Arizona Premier Realty December 2014 - Present
Skills
Real Estate, Real Estate Transactions, Series 6, Bloomberg, Mutual Funds, Series 63, Process Improvement, Program Management, Management, Investments, Project Management, Leadership, Customer Service
Education
Florida International University - College of Business 2005 — 2010
MIB, International Business
Vanguard March 2015 - Present
Arizona Premier Realty December 2014 - Present
Skills
Real Estate, Real Estate Transactions, Series 6, Bloomberg, Mutual Funds, Series 63, Process Improvement, Program Management, Management, Investments, Project Management, Leadership, Customer Service
Education
Florida International University - College of Business 2005 — 2010
MIB, International Business
Chris Sergott's Vanguard Experience October 2011 - Present
Job Fund Financial Associate at Vanguard
Industry Financial Services
Experience
Vanguard October 2011 - Present
Vanguard June 2008 - September 2011
Skills
Finance, Corporate Finance, Mutual Funds
Education
Franklin & Marshall College 2004 — 2008
Economics
Vanguard October 2011 - Present
Vanguard June 2008 - September 2011
Skills
Finance, Corporate Finance, Mutual Funds
Education
Franklin & Marshall College 2004 — 2008
Economics
Basiyr King's Vanguard Experience August 2013 - Present
Job Retail Client Account Services
Industry Financial Services
Experience
Vanguard August 2013 - Present
Prudential Financial December 2012 - April 2013
AGPM February 2012 - August 2012
Concord Management LTD July 2010 - January 2012
Philadelphia Sheriffs Office May 2006 - August 2006
Skills
Marketing Strategy, Property Management, Market Analysis, Market Research, Data Analysis, Sales Process, Data Entry, Sales Management, Project Management
Education
Florida Agricultural and Mechanical University 2005 — 2009
Bachelors, Business Management
Vanguard August 2013 - Present
Prudential Financial December 2012 - April 2013
AGPM February 2012 - August 2012
Concord Management LTD July 2010 - January 2012
Philadelphia Sheriffs Office May 2006 - August 2006
Skills
Marketing Strategy, Property Management, Market Analysis, Market Research, Data Analysis, Sales Process, Data Entry, Sales Management, Project Management
Education
Florida Agricultural and Mechanical University 2005 — 2009
Bachelors, Business Management
Eun Hi Kim's Vanguard Experience May 1986 - September 1990
Job CEO at Crisalide
Industry Apparel & Fashion
Experience
Crisalide April 2006 - Present
Crisalide Boutique April 2006 - Present
Malibu Bay Sportswear April 1995 - May 2006
Vanguard May 1986 - September 1990
Skills
E-commerce, Entrepreneurship, Start-ups, Product Development, Social Media Marketing, Marketing Strategy, Mobile Applications, Sourcing, Business Strategy, Product Management, Social Media, Online Advertising, New Business Development, Business Development, Online Marketing, Social Networking, Marketing
Education
UCLA 2008 — 2009
Take Graduate School courses through UCLA Extentio, Advanced Oil Painting
Ewha Womans University 1974 — 1978
Bachelor's degree, Fine/Studio Arts, General
Crisalide April 2006 - Present
Crisalide Boutique April 2006 - Present
Malibu Bay Sportswear April 1995 - May 2006
Vanguard May 1986 - September 1990
Skills
E-commerce, Entrepreneurship, Start-ups, Product Development, Social Media Marketing, Marketing Strategy, Mobile Applications, Sourcing, Business Strategy, Product Management, Social Media, Online Advertising, New Business Development, Business Development, Online Marketing, Social Networking, Marketing
Education
UCLA 2008 — 2009
Take Graduate School courses through UCLA Extentio, Advanced Oil Painting
Ewha Womans University 1974 — 1978
Bachelor's degree, Fine/Studio Arts, General
gopal Mehta's Vanguard Experience June 2007 - February 2008
Job Business Intelligence Developer at Spark Energy
Industry Utilities
Experience
Spark Energy October 2011 - Present
Stonebridge May 2011 - October 2011
MetLife August 2009 - May 2011
Hilton Worldwide February 2008 - June 2009
Vanguard June 2007 - February 2008
Tekmark Global Solutions September 2006 - May 2007
Technowell LLC February 2004 - March 2005
Skills
Business Intelligence, SSIS, SSAS, SSRS, ETL Tools, TFS, Informatica, T-SQL, Dimensional Modeling, Data Warehousing, Microsoft SQL Server..., Trillium, SQL, Database Design, Data Warehouse..., Data Modeling, Analysis Services, ETL, Microsoft SQL Server
Education
Fairleigh Dickinson University
Master of Science (MS), Electrical and Electronics Engineering
Gujarat University
Bachelor of Science (BS), ELECTRICAL ENGINEERING
Spark Energy October 2011 - Present
Stonebridge May 2011 - October 2011
MetLife August 2009 - May 2011
Hilton Worldwide February 2008 - June 2009
Vanguard June 2007 - February 2008
Tekmark Global Solutions September 2006 - May 2007
Technowell LLC February 2004 - March 2005
Skills
Business Intelligence, SSIS, SSAS, SSRS, ETL Tools, TFS, Informatica, T-SQL, Dimensional Modeling, Data Warehousing, Microsoft SQL Server..., Trillium, SQL, Database Design, Data Warehouse..., Data Modeling, Analysis Services, ETL, Microsoft SQL Server
Education
Fairleigh Dickinson University
Master of Science (MS), Electrical and Electronics Engineering
Gujarat University
Bachelor of Science (BS), ELECTRICAL ENGINEERING
Catherine Clinton's Vanguard Experience June 2011 - Present
Job Market Research Manager at Vanguard
Industry Financial Services
Experience
Vanguard June 2011 - Present
GfK Custom Research 1994 - 2011
Skills
Segmentation, Market Research, Competitive Analysis, Financial Services, Analytics, Marketing Research, Marketing Strategy, Market Analysis, Data Analysis, Marketing Communications, Relationship Management, Customer Insight
Education
Franklin & Marshall College
Bachelor of Arts (B.A.), Psychology
Vanguard June 2011 - Present
GfK Custom Research 1994 - 2011
Skills
Segmentation, Market Research, Competitive Analysis, Financial Services, Analytics, Marketing Research, Marketing Strategy, Market Analysis, Data Analysis, Marketing Communications, Relationship Management, Customer Insight
Education
Franklin & Marshall College
Bachelor of Arts (B.A.), Psychology
Andrew Vaskas's Vanguard Experience January 2011 - February 2015
Job Sales and Business Development at Plastic Supply of Pennsylvania Inc.
Industry Plastics
Experience
Plastic Supply of Pennsylvania Inc. March 2015 - Present
Vanguard January 2011 - February 2015
Vanguard January 2009 - January 2011
Skills
Internal Controls, Risk Management, Auditing, Project Planning, Risk Assessment, Management, Financial Analysis, Financial Reporting, Analysis, Access, Finance, Accounting, Investments, Coaching, Financial Modeling, Microsoft Excel, PowerPoint, Microsoft Office, Leadership, Business Development
Education
Franklin & Marshall College 1999 — 2004
Plastic Supply of Pennsylvania Inc. March 2015 - Present
Vanguard January 2011 - February 2015
Vanguard January 2009 - January 2011
Skills
Internal Controls, Risk Management, Auditing, Project Planning, Risk Assessment, Management, Financial Analysis, Financial Reporting, Analysis, Access, Finance, Accounting, Investments, Coaching, Financial Modeling, Microsoft Excel, PowerPoint, Microsoft Office, Leadership, Business Development
Education
Franklin & Marshall College 1999 — 2004
Paul McHorse's Vanguard Experience June 2014 - Present
Job Client Relationship Administrator at Vanguard
Industry Investment Management
Experience
Vanguard June 2014 - Present
Vanguard December 2013 - June 2014
Vanguard March 2013 - December 2013
Vanguard August 2012 - March 2013
Amerind Risk Management February 2011 - July 2012
Fort Lewis College September 2009 - March 2010
Skills
Valuation, Passed CFA Level I exam..., Investments, Risk Management, Finance, Series 7
Education
New Mexico State University 2008 — 2010
Master of Business Administration (MBA), Finance/Investments
Fort Lewis College 2000 — 2005
Bachelor of Arts (BA), Business Administration
Vanguard June 2014 - Present
Vanguard December 2013 - June 2014
Vanguard March 2013 - December 2013
Vanguard August 2012 - March 2013
Amerind Risk Management February 2011 - July 2012
Fort Lewis College September 2009 - March 2010
Skills
Valuation, Passed CFA Level I exam..., Investments, Risk Management, Finance, Series 7
Education
New Mexico State University 2008 — 2010
Master of Business Administration (MBA), Finance/Investments
Fort Lewis College 2000 — 2005
Bachelor of Arts (BA), Business Administration
Patricia D. Stokes's Vanguard Experience March 2008 - Present
Job Flagship Representative at Vanguard
Industry Financial Services
Experience
Vanguard March 2008 - Present
Education
Fairfield University
B.S. in Accounting
Vanguard March 2008 - Present
Education
Fairfield University
B.S. in Accounting
Patricia D. Stokes's Vanguard Experience March 2008 - Present
Job Flagship Representative at Vanguard
Industry Financial Services
Experience
Vanguard March 2008 - Present
Education
Fairfield University
B.S. in Accounting
Vanguard March 2008 - Present
Education
Fairfield University
B.S. in Accounting
Jeff Presson's Vanguard Experience February 2015 - Present
Job Assistant Security Manager
Industry Government Administration
Experience
Vanguard February 2015 - Present
Mecklenburg County Park & Recreation September 2014 - February 2015
Mecklenburg County Park & Recreation March 2003 - September 2014
Mecklenburg County Sheriff's Office June 2000 - March 2003
Skills
Government, Law Enforcement, Policy, Emergency Management, Criminal Justice, Public Safety, Patrol, Criminal Investigations, Leadership, Training & Development, Physical Security, Workplace Safety
Education
Pfeiffer University 2002 — 2002
Certificate, Administrative Management
Ferris State University 1992 — 1995
Bachelor of Science (B.S.), Criminal Justice/Law Enforcement Administration
Vanguard February 2015 - Present
Mecklenburg County Park & Recreation September 2014 - February 2015
Mecklenburg County Park & Recreation March 2003 - September 2014
Mecklenburg County Sheriff's Office June 2000 - March 2003
Skills
Government, Law Enforcement, Policy, Emergency Management, Criminal Justice, Public Safety, Patrol, Criminal Investigations, Leadership, Training & Development, Physical Security, Workplace Safety
Education
Pfeiffer University 2002 — 2002
Certificate, Administrative Management
Ferris State University 1992 — 1995
Bachelor of Science (B.S.), Criminal Justice/Law Enforcement Administration
Eileen Conway's Vanguard Experience May 1998 - October 1999
Job Server at The station bistro
Industry Restaurants
Experience
Main Line Health Care August 2015 - Present
The station bistro July 2010 - Present
Vanguard May 1998 - October 1999
General Accident Insurance July 1991 - May 1998
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Time Management, Event Planning, Sales
Education
Fairfield University 1986 — 1990
Bachelor of Arts (B.A.), Communication and Media Studies
Main Line Health Care August 2015 - Present
The station bistro July 2010 - Present
Vanguard May 1998 - October 1999
General Accident Insurance July 1991 - May 1998
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Time Management, Event Planning, Sales
Education
Fairfield University 1986 — 1990
Bachelor of Arts (B.A.), Communication and Media Studies
Brian Cuddy's Vanguard Experience December 2010 - Present
Job Supervisor at Vanguard
Industry Financial Services
Experience
Vanguard December 2010 - Present
Vanguard May 2009 - December 2010
Vanguard May 2007 - May 2009
Vanguard July 2005 - May 2007
MBNA America September 2003 - March 2005
MBNA America February 2003 - September 2003
MBNA America March 2002 - February 2003
MBNA America December 1999 - February 2002
MBNA America February 1999 - December 1999
MBNA America July 1998 - February 1999
Skills
Leadership, Reporting & Analysis, Contact Center..., Customer Service, Project Management, Microsoft Excel, Cognos, Kanban, Scrum, PowerPoint, Performance Management
Education
University of Delaware 1997 — 2000
Master of Business Administration (M.B.A.), Finance, General
Franklin & Marshall College 1989 — 1993
Bachelor of Arts (B.A.), Economics
Vanguard December 2010 - Present
Vanguard May 2009 - December 2010
Vanguard May 2007 - May 2009
Vanguard July 2005 - May 2007
MBNA America September 2003 - March 2005
MBNA America February 2003 - September 2003
MBNA America March 2002 - February 2003
MBNA America December 1999 - February 2002
MBNA America February 1999 - December 1999
MBNA America July 1998 - February 1999
Skills
Leadership, Reporting & Analysis, Contact Center..., Customer Service, Project Management, Microsoft Excel, Cognos, Kanban, Scrum, PowerPoint, Performance Management
Education
University of Delaware 1997 — 2000
Master of Business Administration (M.B.A.), Finance, General
Franklin & Marshall College 1989 — 1993
Bachelor of Arts (B.A.), Economics
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments