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
Austin English Austin English's Vanguard Experience October 2007 - July 2013
Job Internal Wholesaler at MetLife
Industry Financial Services
Experience
MetLife July 2013 - Present
Vanguard October 2007 - July 2013
Skills
Series 7, Series 63, Series 6, Customer Service, Microsoft Office, Financial Analysis, Data Analysis
Education
Georgia Southern University 2003 — 2007
Bachelor of Business Administration (B.B.A.), International Economics
MetLife July 2013 - Present
Vanguard October 2007 - July 2013
Skills
Series 7, Series 63, Series 6, Customer Service, Microsoft Office, Financial Analysis, Data Analysis
Education
Georgia Southern University 2003 — 2007
Bachelor of Business Administration (B.B.A.), International Economics
Jake Morris Jake Morris's Vanguard Experience October 2014 - Present
Job Investment Professional at Vanguard
Industry Financial Services
Experience
Vanguard October 2014 - Present
Vanguard September 2013 - Present
Morgan Stanley Smith Barney June 2012 - August 2012
Elite Brokerage Services May 2011 - August 2011
West Chester Public Works Department June 2010 - August 2010
Skills
Customer Service, Marketing, PowerPoint, Microsoft Excel, Microsoft Publisher, Microsoft Word, Series 7, Series 63, Salesforce.com, Social Networking, Social Media, Facebook, Public Speaking, Editing, Social Media Marketing, Microsoft Office, Leadership, Research, Event Planning
Education
Gettysburg College 2009 — 2013
Bachelor of Arts (B.A.), Organization and Management Studies
Episcopal Academy 1998 — 2009
Vanguard October 2014 - Present
Vanguard September 2013 - Present
Morgan Stanley Smith Barney June 2012 - August 2012
Elite Brokerage Services May 2011 - August 2011
West Chester Public Works Department June 2010 - August 2010
Skills
Customer Service, Marketing, PowerPoint, Microsoft Excel, Microsoft Publisher, Microsoft Word, Series 7, Series 63, Salesforce.com, Social Networking, Social Media, Facebook, Public Speaking, Editing, Social Media Marketing, Microsoft Office, Leadership, Research, Event Planning
Education
Gettysburg College 2009 — 2013
Bachelor of Arts (B.A.), Organization and Management Studies
Episcopal Academy 1998 — 2009
Lauren Rohrer's Vanguard Experience January 2003 - May 2003
Job ELA Department Chair; ELA Teacher, MLK Jr. Middle
Industry Education Management
Experience
Charlotte-Mecklenburg Schools August 2014 - Present
CMS August 2010 - Present
whitman middle school August 2009 - June 2010
Academy of the Holy Cross January 2006 - June 2007
United States Senate August 2004 - November 2005
The Falls Church September 2004 - June 2005
Vanguard January 2003 - May 2003
Wachovia Bank October 2002 - January 2003
Skills
Fluent in French, Teaching, ESL, Elementary Education, International Relations, French, Public Speaking, Customer Service, Editing, Community Outreach, Research, Curriculum Development, Tutoring, Social Media, Nonprofits, Higher Education, Educational Leadership, Curriculum Design, Staff Development
Education
University of North Carolina at Charlotte 2015 — 2017
School Administration Add-on License, Education
George Mason University
M.Ed, Curriculum & Instruction
Miami University 1998 — 2002
B.A., French Studies, Marketing
Ardrey Kell High School
Martin Luther King, Jr. Middle School
Bachelor's degree, French Studies
Walt Whitman Middle School
Charlotte-Mecklenburg Schools August 2014 - Present
CMS August 2010 - Present
whitman middle school August 2009 - June 2010
Academy of the Holy Cross January 2006 - June 2007
United States Senate August 2004 - November 2005
The Falls Church September 2004 - June 2005
Vanguard January 2003 - May 2003
Wachovia Bank October 2002 - January 2003
Skills
Fluent in French, Teaching, ESL, Elementary Education, International Relations, French, Public Speaking, Customer Service, Editing, Community Outreach, Research, Curriculum Development, Tutoring, Social Media, Nonprofits, Higher Education, Educational Leadership, Curriculum Design, Staff Development
Education
University of North Carolina at Charlotte 2015 — 2017
School Administration Add-on License, Education
George Mason University
M.Ed, Curriculum & Instruction
Miami University 1998 — 2002
B.A., French Studies, Marketing
Ardrey Kell High School
Martin Luther King, Jr. Middle School
Bachelor's degree, French Studies
Walt Whitman Middle School
William Moy William Moy's Vanguard Experience Client relationship associateVanguardNovember 2000 - November 2013
Job retired at Vanguard
Industry Financial Services
Experience
Vanguard Client relationship associateVanguardNovember 2000 - November 2013
Food for the Hungry, Inc. August 1975 - November 1987
Skills
Mutual Funds, Series 63, Series 7, Customer Satisfaction, Asset Allocation, Series 65, Customer Engagement, Series 6, Investments, Customer Service, Retirement
Education
University of California Santa Barbara 1973 — 1975
Bachelor or Arts, Sociology
Fuller Theological Seminary
Non-Profit/Public/Organizational Management
Yuba College
Associate of Arts (AA), General Studies
Vanguard Client relationship associateVanguardNovember 2000 - November 2013
Food for the Hungry, Inc. August 1975 - November 1987
Skills
Mutual Funds, Series 63, Series 7, Customer Satisfaction, Asset Allocation, Series 65, Customer Engagement, Series 6, Investments, Customer Service, Retirement
Education
University of California Santa Barbara 1973 — 1975
Bachelor or Arts, Sociology
Fuller Theological Seminary
Non-Profit/Public/Organizational Management
Yuba College
Associate of Arts (AA), General Studies
Tom France Tom France's Vanguard Experience May 2015 - Present
Job Senior Technical Consultant at The Judge Group
Industry Computer Software
Experience
Vanguard May 2015 - Present
EXTOL International, Inc August 2002 - April 2015
Juneau Partners/TechWorks, LLC 2000 - 2002
ProveIT.Net, LLC 1999 - 2000
Meridian Consulting 1998 - 1999
University of Wisconsin Hospital and Clinics 1997 - 1998
University of Wisconsin Publications 1996 - 1997
Skills
Software Development, Java, Eclipse, Databases, Integration, XML, EDI, Enterprise Software, Agile Methodologies, Product Management, Python, R, Matlab, Machine Learning, Statistical Modeling, Data Analysis, Wine, Statistics, Scala
Education
Georgia Institute of Technology 2015 — 2017
Master’s Degree, Computer Science -- Specialization in Machine Learning
The University of Chicago
PhD Candidate (Incomplete), Philosophical Ethics
The University of Chicago
Master's degree, Philosophy and Religious Studies
University of Wisconsin-Madison
Bachelor of Arts (BA), History of Religions
Vanguard May 2015 - Present
EXTOL International, Inc August 2002 - April 2015
Juneau Partners/TechWorks, LLC 2000 - 2002
ProveIT.Net, LLC 1999 - 2000
Meridian Consulting 1998 - 1999
University of Wisconsin Hospital and Clinics 1997 - 1998
University of Wisconsin Publications 1996 - 1997
Skills
Software Development, Java, Eclipse, Databases, Integration, XML, EDI, Enterprise Software, Agile Methodologies, Product Management, Python, R, Matlab, Machine Learning, Statistical Modeling, Data Analysis, Wine, Statistics, Scala
Education
Georgia Institute of Technology 2015 — 2017
Master’s Degree, Computer Science -- Specialization in Machine Learning
The University of Chicago
PhD Candidate (Incomplete), Philosophical Ethics
The University of Chicago
Master's degree, Philosophy and Religious Studies
University of Wisconsin-Madison
Bachelor of Arts (BA), History of Religions
Becky White-Burke Becky White-Burke's Vanguard Experience October 2013 - Present
Job Retail Client Account Services Associate at The Vanguard Group
Industry Education Management
Experience
Vanguard October 2013 - Present
Great Valley School District 2002 - Present
Great Valley School District August 2012 - January 2013
Great Valley School District April 2009 - June 2009
Great Valley School District April 2008 - June 2008
Marple Newtown School District October 1994 - March 1995
Midlantic Bank February 1988 - August 1993
Barnett Bank of South Florida April 1985 - December 1987
Skills
Elementary Education, Mathematics Education, Teaching Skills, Teaching, Curriculum Design, Lesson Planning, Time Management, Differentiated..., K-12, Special Education, Classroom Management, Tutoring, Curriculum Development, Educational Leadership, Educational Technology, Instructional Technology, Literacy, Staff Development
Education
Gettysburg College 1981 — 1984
Bachelor of Arts, Business Administration, Graduated Cum Laude, GPA - 3.37, Class Rank: 33 of 405
Immaculata College 1991 — 1993
Professional Certification Program, Elementary Education
Vanguard October 2013 - Present
Great Valley School District 2002 - Present
Great Valley School District August 2012 - January 2013
Great Valley School District April 2009 - June 2009
Great Valley School District April 2008 - June 2008
Marple Newtown School District October 1994 - March 1995
Midlantic Bank February 1988 - August 1993
Barnett Bank of South Florida April 1985 - December 1987
Skills
Elementary Education, Mathematics Education, Teaching Skills, Teaching, Curriculum Design, Lesson Planning, Time Management, Differentiated..., K-12, Special Education, Classroom Management, Tutoring, Curriculum Development, Educational Leadership, Educational Technology, Instructional Technology, Literacy, Staff Development
Education
Gettysburg College 1981 — 1984
Bachelor of Arts, Business Administration, Graduated Cum Laude, GPA - 3.37, Class Rank: 33 of 405
Immaculata College 1991 — 1993
Professional Certification Program, Elementary Education
Bill Apostolacus's Vanguard Experience February 2007 - May 2015
Job Experienced in project / relationship management, system implementation / training, business system / process analysis
Industry Computer Software
Experience
Big A Systems Consulting May 2015 - Present
Vanguard February 2007 - May 2015
Vanguard May 2004 - February 2007
Vanguard May 1999 - May 2004
Vanguard September 1997 - May 1999
SunGard - Pentamation January 1997 - September 1997
Vu/Text Information Services May 1994 - January 1997
Vu/Text Information Services April 1989 - May 1994
Vanguard May 1987 - April 1989
Vanguard October 1985 - May 1987
Skills
Computer Software..., Software Installation, Software Project..., Database Design, Database Administration, Process Improvement, Business Process..., Requirements Analysis, Relationship Management, Software Quality..., Software, Software Testing, Automated Software..., Reporting & Analysis, Data Analysis, Microsoft Excel, MS Excel Pivot Tables, Report Writing, Software Documentation, Business Intelligence, Business Analysis, Analysis, Data Mining, Databases, Project Management, Risk Management, Microsoft Word, Six Sigma, Sales, Access, Microsoft Office, Cognos, Seibel, CRM, Management, Financial Services, Strategic Planning, SQL, Mutual Funds, Investments, Customer Service, Problem Solving, Customer Relations, Client Relations, Client Presentation, Presentation Skills, Field Installation, Solution Implementation, Root Cause Problem..., Relational Databases
Education
Gettysburg College 1979 — 1983
Bachelor’s Degree, Business Administration
Christian Brothers Academy 1976 — 1979
High School
Big A Systems Consulting May 2015 - Present
Vanguard February 2007 - May 2015
Vanguard May 2004 - February 2007
Vanguard May 1999 - May 2004
Vanguard September 1997 - May 1999
SunGard - Pentamation January 1997 - September 1997
Vu/Text Information Services May 1994 - January 1997
Vu/Text Information Services April 1989 - May 1994
Vanguard May 1987 - April 1989
Vanguard October 1985 - May 1987
Skills
Computer Software..., Software Installation, Software Project..., Database Design, Database Administration, Process Improvement, Business Process..., Requirements Analysis, Relationship Management, Software Quality..., Software, Software Testing, Automated Software..., Reporting & Analysis, Data Analysis, Microsoft Excel, MS Excel Pivot Tables, Report Writing, Software Documentation, Business Intelligence, Business Analysis, Analysis, Data Mining, Databases, Project Management, Risk Management, Microsoft Word, Six Sigma, Sales, Access, Microsoft Office, Cognos, Seibel, CRM, Management, Financial Services, Strategic Planning, SQL, Mutual Funds, Investments, Customer Service, Problem Solving, Customer Relations, Client Relations, Client Presentation, Presentation Skills, Field Installation, Solution Implementation, Root Cause Problem..., Relational Databases
Education
Gettysburg College 1979 — 1983
Bachelor’s Degree, Business Administration
Christian Brothers Academy 1976 — 1979
High School
Alison Friskey Alison Friskey's Vanguard Experience August 2011 - Present
Job Senior Designer at Vanguard
Industry Graphic Design
Experience
Vanguard August 2011 - Present
Alison Friskey Design June 2009 - August 2011
Red Tettemer July 2008 - 2009
Friskey Design 2004 - 2009
Toth Brand Imaging June 2007 - August 2007
Skills
Typography, Logo Design, Illustrator, Brochures, Graphics, Graphic Design, Dreamweaver, Illustration, Flash, Posters, Digital Illustration, Art Direction, Image Editing, Digital Photography, Drawing, Editorial, JavaScript, Trade Shows, Adobe Creative Suite, PowerPoint, Layout, InDesign, Web Design, Mac, User Experience, Creative Direction, Photoshop, Adobe Acrobat
Education
Franklin Pierce University 2003 — 2008
BFA, Graphic Communications
Vanguard August 2011 - Present
Alison Friskey Design June 2009 - August 2011
Red Tettemer July 2008 - 2009
Friskey Design 2004 - 2009
Toth Brand Imaging June 2007 - August 2007
Skills
Typography, Logo Design, Illustrator, Brochures, Graphics, Graphic Design, Dreamweaver, Illustration, Flash, Posters, Digital Illustration, Art Direction, Image Editing, Digital Photography, Drawing, Editorial, JavaScript, Trade Shows, Adobe Creative Suite, PowerPoint, Layout, InDesign, Web Design, Mac, User Experience, Creative Direction, Photoshop, Adobe Acrobat
Education
Franklin Pierce University 2003 — 2008
BFA, Graphic Communications
Kathleen Williamson Kathleen Williamson's Vanguard Experience October 2011 - April 2012
Job Nursing Student at Georgetown University
Industry Hospital & Health Care
Experience
Georgetown University January 2015 - Present
RJL Wealth Management, Lucia Securities, LLC (Member FINRA / SIPC) April 2012 - August 2013
Vanguard October 2011 - April 2012
Skills
Spanish, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Access, Public Speaking, Microsoft Word, Financial Modeling, Outlook, Research, Social Media, Customer Service, Data Analysis, Marketing Communications, Corporate Finance, Nursing, Health Promotion, Health Education, Public Health, Nursing Process
Education
Georgetown University 2015 — 2016
Bachelor's Degree, Registered Nursing, Nursing Administration, Nursing Research and Clinical Nursing
Saint Louis University, Madrid, Spain Campus 2007 — 2011
Bachelor of Arts (B.A.), Economics and Spanish
Georgetown University January 2015 - Present
RJL Wealth Management, Lucia Securities, LLC (Member FINRA / SIPC) April 2012 - August 2013
Vanguard October 2011 - April 2012
Skills
Spanish, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Access, Public Speaking, Microsoft Word, Financial Modeling, Outlook, Research, Social Media, Customer Service, Data Analysis, Marketing Communications, Corporate Finance, Nursing, Health Promotion, Health Education, Public Health, Nursing Process
Education
Georgetown University 2015 — 2016
Bachelor's Degree, Registered Nursing, Nursing Administration, Nursing Research and Clinical Nursing
Saint Louis University, Madrid, Spain Campus 2007 — 2011
Bachelor of Arts (B.A.), Economics and Spanish
Jeffrey Hubbell Jeffrey Hubbell's Vanguard Experience June 1996 - December 2012
Job Senior Call Center Analyst Rehab Systems at Genesis Healthcare
Industry Information Technology and Services
Experience
Genesis HealthCare September 2013 - Present
Vanguard June 1996 - December 2012
US Healthcare April 1994 - June 1996
XRT June 1992 - April 1994
MediQual March 1988 - June 1992
CooperVision 1986 - 1988
Skills
Data Analysis, Software Quality..., Software Documentation, Training, Business Continuity, Information Security, Contact Management, Technical Support, Sales Operations, Computer Hardware, Contingency Planning, Agile Methodologies, Siebel, SharePoint, Microsoft Office, Lotus Notes, eTrust
Education
Gemological Institute of America 1981 — 1982
Graduate Gemologist, Diamonds & Colored Stones
Claremont Men's College 1977 — 1980
Bachelor's degree, Economics
Robert Louis Stevenson (High School) 1975 — 1976
Genesis HealthCare September 2013 - Present
Vanguard June 1996 - December 2012
US Healthcare April 1994 - June 1996
XRT June 1992 - April 1994
MediQual March 1988 - June 1992
CooperVision 1986 - 1988
Skills
Data Analysis, Software Quality..., Software Documentation, Training, Business Continuity, Information Security, Contact Management, Technical Support, Sales Operations, Computer Hardware, Contingency Planning, Agile Methodologies, Siebel, SharePoint, Microsoft Office, Lotus Notes, eTrust
Education
Gemological Institute of America 1981 — 1982
Graduate Gemologist, Diamonds & Colored Stones
Claremont Men's College 1977 — 1980
Bachelor's degree, Economics
Robert Louis Stevenson (High School) 1975 — 1976
Meredith Williams Meredith Williams's Vanguard Experience June 2014 - Present
Job Program Supervisor, Leadership Development at Vanguard
Industry Financial Services
Experience
Vanguard June 2014 - Present
Vanguard 2011 - 2014
Vanguard 2010 - 2011
Vanguard 2009 - 2010
Vanguard 2007 - 2009
Vanguard 2005 - 2007
Skills
Leadership Development, Career Development, Recruiting, Strategic Planning, Treasury Services, Leadership
Education
Gettysburg College 2001 — 2005
Bachelor of Arts (BA), Political Science and Government
Vanguard June 2014 - Present
Vanguard 2011 - 2014
Vanguard 2010 - 2011
Vanguard 2009 - 2010
Vanguard 2007 - 2009
Vanguard 2005 - 2007
Skills
Leadership Development, Career Development, Recruiting, Strategic Planning, Treasury Services, Leadership
Education
Gettysburg College 2001 — 2005
Bachelor of Arts (BA), Political Science and Government
Timnit Yemane's Vanguard Experience May 2014 - September 2014
Job Drupal Developer at U.S. Pharmacopeia
Industry Information Technology and Services
Experience
U.S. Pharmacopeia April 2015 - Present
The Creative Group December 2014 - March 2015
Bechtel Corporation October 2014 - December 2014
Vanguard May 2014 - September 2014
R&M Financial, LLC December 2012 - May 2014
Georgia Southern University July 2011 - December 2012
Fusionmax LLC July 2007 - December 2010
Skills
HTML 5, CSS3, jQuery, JavaScript, Java, Oracle PL/SQL..., Access, Bootstrapping, Foundation Design, Photoshop, Ruby, Windows, Data Entry, Customer Service, Troubleshooting, Quality Assurance, CSS, Testing, Visual Basic, Relational Databases, HTML5
Education
Georgia Southern University 2010 — 2016
BS, Computer Science
U.S. Pharmacopeia April 2015 - Present
The Creative Group December 2014 - March 2015
Bechtel Corporation October 2014 - December 2014
Vanguard May 2014 - September 2014
R&M Financial, LLC December 2012 - May 2014
Georgia Southern University July 2011 - December 2012
Fusionmax LLC July 2007 - December 2010
Skills
HTML 5, CSS3, jQuery, JavaScript, Java, Oracle PL/SQL..., Access, Bootstrapping, Foundation Design, Photoshop, Ruby, Windows, Data Entry, Customer Service, Troubleshooting, Quality Assurance, CSS, Testing, Visual Basic, Relational Databases, HTML5
Education
Georgia Southern University 2010 — 2016
BS, Computer Science
Janel Jackson Janel Jackson's Vanguard Experience May 2014 - Present
Job Chief of Staff to the Chief Investment Officer at Vanguard
Industry Financial Services
Experience
Vanguard May 2014 - Present
Vanguard November 2013 - May 2014
Vanguard July 2012 - November 2013
Wilmington Trust October 2004 - June 2012
Education
Georgia Institute of Technology 2009 — 2011
Master of Business Administration
Ohio University 1999 — 2003
Bachelor of Arts, Economics
Vanguard May 2014 - Present
Vanguard November 2013 - May 2014
Vanguard July 2012 - November 2013
Wilmington Trust October 2004 - June 2012
Education
Georgia Institute of Technology 2009 — 2011
Master of Business Administration
Ohio University 1999 — 2003
Bachelor of Arts, Economics
Ronald Santa-Cruz Ronald Santa-Cruz's Vanguard Experience June 2013 - August 2013
Job Senior Financial Analyst at Mattel, Inc.
Industry Management Consulting
Experience
Mattel, Inc. September 2014 - Present
Georgetown University's McDonough School of Business August 2012 - May 2014
Vanguard June 2013 - August 2013
Sirius XM Radio Inc. January 2013 - June 2013
ICF International January 2008 - August 2012
Creative Hair Institute September 2006 - February 2011
Skills
Data Analysis, Cross-functional Team..., Economics, Essbase, Financial Modeling, Microsoft Excel, Business Planning, New Business Development, Business Process..., Project Management, Microsoft SQL Server, Access, SAS, Business Analysis, Business Strategy
Education
Georgetown University 2012 — 2014
Master of Business Administration (M.B.A.), Finance
University of Maryland College Park 2001 — 2006
Bachelor of Science (BS), Natural Resource Economics, 3.44
Mattel, Inc. September 2014 - Present
Georgetown University's McDonough School of Business August 2012 - May 2014
Vanguard June 2013 - August 2013
Sirius XM Radio Inc. January 2013 - June 2013
ICF International January 2008 - August 2012
Creative Hair Institute September 2006 - February 2011
Skills
Data Analysis, Cross-functional Team..., Economics, Essbase, Financial Modeling, Microsoft Excel, Business Planning, New Business Development, Business Process..., Project Management, Microsoft SQL Server, Access, SAS, Business Analysis, Business Strategy
Education
Georgetown University 2012 — 2014
Master of Business Administration (M.B.A.), Finance
University of Maryland College Park 2001 — 2006
Bachelor of Science (BS), Natural Resource Economics, 3.44
Rob Stoneback Rob Stoneback's Vanguard Experience August 2006 - December 2007
Job Senior Technical Writer at Olympus America, Inc.
Industry Writing and Editing
Experience
Olympus America, Inc. June 2010 - Present
USA Technologies January 2008 - December 2009
Vanguard August 2006 - December 2007
Self-Employed January 1994 - July 2006
Musical Performances 1998 - 1999
Skills
Manuals, Telecommunications, Finance, Sop, Music, Payment Industry, Instructional Manuals, RoboHelp, SDLC, Guides, Online Help, FrameMaker, Instructional Design, SnagIt, Technical Documentation, Technical Training, Visio, Software Documentation, Technical Writing, Single Sourcing
Education
Louisiana State University 1973 — 1975
MA, English
Franklin & Marshall College 1969 — 1973
BA, English
Emmaus High School
Emmaus High School
Olympus America, Inc. June 2010 - Present
USA Technologies January 2008 - December 2009
Vanguard August 2006 - December 2007
Self-Employed January 1994 - July 2006
Musical Performances 1998 - 1999
Skills
Manuals, Telecommunications, Finance, Sop, Music, Payment Industry, Instructional Manuals, RoboHelp, SDLC, Guides, Online Help, FrameMaker, Instructional Design, SnagIt, Technical Documentation, Technical Training, Visio, Software Documentation, Technical Writing, Single Sourcing
Education
Louisiana State University 1973 — 1975
MA, English
Franklin & Marshall College 1969 — 1973
BA, English
Emmaus High School
Emmaus High School
Emma Wells Emma Wells's Vanguard Experience June 2014 - Present
Job Fund Financial Associate at Vanguard
Industry Financial Services
Experience
Vanguard June 2014 - Present
New York Life Insurance Company May 2013 - September 2013
Austen Morris Associates September 2012 - December 2012
Skills
Mandarin, Chinese history, Data Analysis, International Economics, Public Speaking, Marketing Strategy, Investments, Event Planning, Applied Mathematics, Leadership, Time Management
Education
Gettysburg College 2010 — 2014
Economics, Chinese Studies
Wall High School 2006 — 2010
High School Diploma, 3.96
Vanguard June 2014 - Present
New York Life Insurance Company May 2013 - September 2013
Austen Morris Associates September 2012 - December 2012
Skills
Mandarin, Chinese history, Data Analysis, International Economics, Public Speaking, Marketing Strategy, Investments, Event Planning, Applied Mathematics, Leadership, Time Management
Education
Gettysburg College 2010 — 2014
Economics, Chinese Studies
Wall High School 2006 — 2010
High School Diploma, 3.96
Hillary Yarosh's Vanguard Experience June 2013 - July 2013
Job Investment Operations Associate at Cambridge Associates
Industry Financial Services
Experience
Cambridge Associates July 2015 - Present
Cambridge Associates August 2014 - Present
Kenyon College September 2012 - May 2014
Self-Employed May 2009 - May 2014
Vanguard June 2013 - July 2013
Greenwoods Swim Club May 2008 - July 2012
Kenyon College September 2011 - December 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Teamwork, Public Speaking, English, Economics, Statistics, Data Analysis, Higher Education, Spanish
Education
Kenyon College 2011 — 2014
Bachelor’s Degree, Economics
Georgia Institute of Technology 2010 — 2011
Cambridge Associates July 2015 - Present
Cambridge Associates August 2014 - Present
Kenyon College September 2012 - May 2014
Self-Employed May 2009 - May 2014
Vanguard June 2013 - July 2013
Greenwoods Swim Club May 2008 - July 2012
Kenyon College September 2011 - December 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Teamwork, Public Speaking, English, Economics, Statistics, Data Analysis, Higher Education, Spanish
Education
Kenyon College 2011 — 2014
Bachelor’s Degree, Economics
Georgia Institute of Technology 2010 — 2011
Alexander Koch Alexander Koch's Vanguard Experience January 2015 - Present
Job Equity Analyst Index Analytics Group at Vanguard
Industry Investment Management
Experience
Vanguard January 2015 - Present
Vanguard July 2013 - December 2014
McLean Asset Management Corporation September 2012 - January 2013
Harris SBSB March 2012 - August 2012
FactSet Research Systems September 2007 - July 2011
FactSet Research Systems June 2006 - September 2007
Skills
Visual Basic Automation, Equity Research, Equity Trading, Finance, Financial Analysis, Analysis, Equities, Investments, Investment Management, Trading, Financial Modeling, Fixed Income, Risk Management, Asset Allocation, Portfolio Management, Valuation, Strategy, Derivatives
Education
Georgetown University - The McDonough School of Business 2011 — 2013
MBA
University of California, Berkeley 2000 — 2005
BA, Cognitive Science
Vanguard January 2015 - Present
Vanguard July 2013 - December 2014
McLean Asset Management Corporation September 2012 - January 2013
Harris SBSB March 2012 - August 2012
FactSet Research Systems September 2007 - July 2011
FactSet Research Systems June 2006 - September 2007
Skills
Visual Basic Automation, Equity Research, Equity Trading, Finance, Financial Analysis, Analysis, Equities, Investments, Investment Management, Trading, Financial Modeling, Fixed Income, Risk Management, Asset Allocation, Portfolio Management, Valuation, Strategy, Derivatives
Education
Georgetown University - The McDonough School of Business 2011 — 2013
MBA
University of California, Berkeley 2000 — 2005
BA, Cognitive Science
Allan Neskie Allan Neskie's Vanguard Experience April 2015 - Present
Job Compliance Associate at Vanguard
Industry Financial Services
Experience
Vanguard April 2015 - Present
Randstad February 2013 - April 2015
JMJS Executives, Inc. August 2012 - November 2012
Gettysburg College August 2011 - May 2012
Gettysburg College August 2010 - May 2012
Landis Valley Village and Farm Museum May 2011 - August 2011
Skills
Public Speaking, Leadership, Problem Analysis, Learning Quickly, Time Management, Collaborative Problem..., Dependable Team Player, Editing, Research, Event Planning, Social Media, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, History, Facebook, Illustrator, Social Networking, Data Analysis
Education
Gettysburg College 2008 — 2012
Bachelor of the Arts, History; Political Science
Gettysburg College 2008 — 2012
Bachelor of Arts (B.A.), History
Vanguard April 2015 - Present
Randstad February 2013 - April 2015
JMJS Executives, Inc. August 2012 - November 2012
Gettysburg College August 2011 - May 2012
Gettysburg College August 2010 - May 2012
Landis Valley Village and Farm Museum May 2011 - August 2011
Skills
Public Speaking, Leadership, Problem Analysis, Learning Quickly, Time Management, Collaborative Problem..., Dependable Team Player, Editing, Research, Event Planning, Social Media, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, History, Facebook, Illustrator, Social Networking, Data Analysis
Education
Gettysburg College 2008 — 2012
Bachelor of the Arts, History; Political Science
Gettysburg College 2008 — 2012
Bachelor of Arts (B.A.), History
Subrina Gamble, PMP Subrina Gamble, PMP's Vanguard Experience December 2000 - March 2004
Job Project Management Professional
Industry Financial Services
Experience
Global Payments Inc November 2006 - January 2009
Vanguard December 2000 - March 2004
Skills
SDLC, Visio, Management, Business Analysis, Vendor Management, Project Management, Process Improvement, Customer Service, MS Project, Software Documentation, Training, PMP, Program Management, SharePoint, PMO
Education
Georgia State University 1984 — 1989
Bachelor of Business Administration (BBA)
Villanova University
Master Certification
Global Payments Inc November 2006 - January 2009
Vanguard December 2000 - March 2004
Skills
SDLC, Visio, Management, Business Analysis, Vendor Management, Project Management, Process Improvement, Customer Service, MS Project, Software Documentation, Training, PMP, Program Management, SharePoint, PMO
Education
Georgia State University 1984 — 1989
Bachelor of Business Administration (BBA)
Villanova University
Master Certification
Suken Jain Suken Jain's Vanguard Experience May 2009 - August 2009
Job Director of Marketing Operations at Liquidity Services, Inc
Industry Information Technology and Services
Experience
Liquidity Services, Inc May 2014 - Present
Liquidity Services, Inc October 2012 - May 2014
Liquidity Services, Inc March 2011 - October 2012
Strayer University June 2010 - March 2011
Georgetown University McDonough School of Business August 2008 - May 2010
Vanguard May 2009 - August 2009
Harman Systems Inc. February 2008 - October 2008
ExecutiveBiz June 2006 - January 2008
May Company (Robinsons-May, Hecht's) June 2004 - May 2006
May Company (Robinsons-May, Hecht's) June 2004 - May 2006
Skills
Strategy, Leadership, Program Management, Strategic Planning, Cross-functional Team..., Project Management, Market Research, Business Strategy, Marketing, Sales, Business Development, Product Management, CRM, Business Process, Business Analysis, Competitive Analysis, Entrepreneurship, Forecasting, Brand Management, Inventory Management, Management Consulting, Marketing Strategy, Online Advertising, Event Planning, Financial Modeling, Customer Service, Financial Analysis, E-commerce, Start-ups, Training, Business Operations, Business Process..., Process Improvement, Analytics, Key Account Management
Education
Georgetown University - The McDonough School of Business 2008 — 2010
Master of Business Administration (MBA), Strategy and Operations
University of Southern California
Bachelor of Science (BS), Business (Marketing)
Liquidity Services, Inc May 2014 - Present
Liquidity Services, Inc October 2012 - May 2014
Liquidity Services, Inc March 2011 - October 2012
Strayer University June 2010 - March 2011
Georgetown University McDonough School of Business August 2008 - May 2010
Vanguard May 2009 - August 2009
Harman Systems Inc. February 2008 - October 2008
ExecutiveBiz June 2006 - January 2008
May Company (Robinsons-May, Hecht's) June 2004 - May 2006
May Company (Robinsons-May, Hecht's) June 2004 - May 2006
Skills
Strategy, Leadership, Program Management, Strategic Planning, Cross-functional Team..., Project Management, Market Research, Business Strategy, Marketing, Sales, Business Development, Product Management, CRM, Business Process, Business Analysis, Competitive Analysis, Entrepreneurship, Forecasting, Brand Management, Inventory Management, Management Consulting, Marketing Strategy, Online Advertising, Event Planning, Financial Modeling, Customer Service, Financial Analysis, E-commerce, Start-ups, Training, Business Operations, Business Process..., Process Improvement, Analytics, Key Account Management
Education
Georgetown University - The McDonough School of Business 2008 — 2010
Master of Business Administration (MBA), Strategy and Operations
University of Southern California
Bachelor of Science (BS), Business (Marketing)
Danielle Arnold Danielle Arnold's Vanguard Experience May 1998 - February 2004
Job Senior Validation Consultant at Oracle
Industry Information Technology and Services
Experience
Oracle December 2014 - Present
CIGNA October 2011 - June 2014
Ascensus October 2006 - October 2011
Vanguard May 1998 - February 2004
Skills
Software Quality..., Quality Assurance, Business Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, Web Applications, System Testing, Manual Testing, Usability Testing, User Acceptance Testing, Regression Testing, Performance Testing, Requirements Gathering, Business Requirements, Requirements Management, Requirement..., Windows 7, Windows Vista, Windows 2000, Visio, Enterprise Architecture, Quality Center
Education
Georgian Court University 1989 — 1995
Bachelor of Science (BS), Business Administration and Management, General
Oracle December 2014 - Present
CIGNA October 2011 - June 2014
Ascensus October 2006 - October 2011
Vanguard May 1998 - February 2004
Skills
Software Quality..., Quality Assurance, Business Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, Web Applications, System Testing, Manual Testing, Usability Testing, User Acceptance Testing, Regression Testing, Performance Testing, Requirements Gathering, Business Requirements, Requirements Management, Requirement..., Windows 7, Windows Vista, Windows 2000, Visio, Enterprise Architecture, Quality Center
Education
Georgian Court University 1989 — 1995
Bachelor of Science (BS), Business Administration and Management, General
Matthew Zangrilli's Vanguard Experience October 2004 - March 2006
Job Alternative Investments at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2011 - Present
DMG Fund Liquidators LLC July 2009 - September 2011
HRJ Capital June 2007 - July 2009
HSBC March 2006 - June 2007
Vanguard October 2004 - March 2006
Skills
Alternative Investments, Hedge Funds, Portfolio Management, Capital, Mutual Funds, Investments, Finance, Asset Management
Education
Gettysburg College
BA, Business Administration - Management
Merrill Lynch September 2011 - Present
DMG Fund Liquidators LLC July 2009 - September 2011
HRJ Capital June 2007 - July 2009
HSBC March 2006 - June 2007
Vanguard October 2004 - March 2006
Skills
Alternative Investments, Hedge Funds, Portfolio Management, Capital, Mutual Funds, Investments, Finance, Asset Management
Education
Gettysburg College
BA, Business Administration - Management
Kaitlyn Kiely's Vanguard Experience April 2015 - Present
Job TLP at Vanguard
Industry
Experience
Vanguard April 2015 - Present
University of Notre Dame Media Relations August 2010 - December 2014
Vanguard May 2014 - August 2014
Fairfax County Government May 2013 - August 2013
The Hardware Center September 2009 - August 2012
Skills
Photoshop, Visual Basic, PowerPoint, C, Verilog, Python, C++, Sports Photography, Netitor
Education
University of Notre Dame 2010 — 2014
Bachelor of Science (BS), Computer Science, Italian, 3.28
George Mason University 2013 — 2013
Physics, 3.75
Pennsylvania State University-Penn State Lehigh Valley 2012 — 2012
Computer Science, 4.0
Sant'Anna Institute- Sorrento Lingue 2012 — 2012
Italian Language and Literature, 4.0
West Chester University of Pennsylvania 2011 — 2012
Computer Science, 4.0
Vanguard April 2015 - Present
University of Notre Dame Media Relations August 2010 - December 2014
Vanguard May 2014 - August 2014
Fairfax County Government May 2013 - August 2013
The Hardware Center September 2009 - August 2012
Skills
Photoshop, Visual Basic, PowerPoint, C, Verilog, Python, C++, Sports Photography, Netitor
Education
University of Notre Dame 2010 — 2014
Bachelor of Science (BS), Computer Science, Italian, 3.28
George Mason University 2013 — 2013
Physics, 3.75
Pennsylvania State University-Penn State Lehigh Valley 2012 — 2012
Computer Science, 4.0
Sant'Anna Institute- Sorrento Lingue 2012 — 2012
Italian Language and Literature, 4.0
West Chester University of Pennsylvania 2011 — 2012
Computer Science, 4.0
Brian Podgajny Brian Podgajny's Vanguard Experience January 2014 - Present
Job Team Leader at Vanguard
Industry Financial Services
Experience
Vanguard January 2014 - Present
Vanguard April 2011 - January 2014
Vanguard May 2007 - April 2011
Borders May 2005 - May 2007
Skills
Data Analysis, Business Analysis, Process Improvement, Analysis, Microsoft Excel, Project Management, Leadership, Strategic Planning, CRM, Team Leadership, Change Management, Public Speaking, Risk Management, Sales
Education
Villanova University 2008 — 2013
M.B.A.
Gettysburg College 2001 — 2005
B.A., Business Management
Vanguard January 2014 - Present
Vanguard April 2011 - January 2014
Vanguard May 2007 - April 2011
Borders May 2005 - May 2007
Skills
Data Analysis, Business Analysis, Process Improvement, Analysis, Microsoft Excel, Project Management, Leadership, Strategic Planning, CRM, Team Leadership, Change Management, Public Speaking, Risk Management, Sales
Education
Villanova University 2008 — 2013
M.B.A.
Gettysburg College 2001 — 2005
B.A., Business Management
Torrey Coriden's Vanguard Experience 2012 - Present
Job Senior Analytics Consultant at Vanguard
Industry Investment Management
Experience
Vanguard 2012 - Present
Deloitte Consulting LLP 2010 - 2012
Defense Manpower Data Center 2008 - 2009
George Mason University 2008 - 2009
George Mason University 2008 - 2009
Skills
Analytics, Survey Research, Industrial /..., Job Analysis, Statistics, Personnel Selection, Survey Design, Quantitative Research, SPSS, Research Design, Analysis, Human Resources, Organizational Design
Education
George Mason University 2008 — 2010
MA, Industrial/Organizational Psychology
Grinnell College 2002 — 2006
BA, Psychology
Vanguard 2012 - Present
Deloitte Consulting LLP 2010 - 2012
Defense Manpower Data Center 2008 - 2009
George Mason University 2008 - 2009
George Mason University 2008 - 2009
Skills
Analytics, Survey Research, Industrial /..., Job Analysis, Statistics, Personnel Selection, Survey Design, Quantitative Research, SPSS, Research Design, Analysis, Human Resources, Organizational Design
Education
George Mason University 2008 — 2010
MA, Industrial/Organizational Psychology
Grinnell College 2002 — 2006
BA, Psychology
Brian Verschage Brian Verschage's Vanguard Experience October 2008 - July 2009
Job Home Mortgage Consultant Wells Fargo NMLS 207868
Industry Financial Services
Experience
Wells Fargo July 2011 - Present
Academy Mortgage July 2009 - August 2011
Vanguard October 2008 - July 2009
Prudential May 2008 - October 2008
My Home Group October 2007 - May 2008
Delta Mortgage Corporation February 2007 - June 2007
Great Southwest January 2006 - February 2007
Ownit March 2004 - January 2006
First Franklin May 2001 - March 2004
Bank of America July 2000 - May 2001
Skills
New Business Development, Mortgage Lending, Leadership, Marketing, Customer Service, Customer Satisfaction, Credit, Finance, First Time Home Buyers, Real Estate, Banking, FHA, Mortgage Banking, Loan Origination, New Home Purchase, VA loans, HomePath, Refinance, Home Equity Loans, Cash Out, Jumbo Mortgage
Education
Frederick Community College 1997 — 1998
Art
Wells Fargo July 2011 - Present
Academy Mortgage July 2009 - August 2011
Vanguard October 2008 - July 2009
Prudential May 2008 - October 2008
My Home Group October 2007 - May 2008
Delta Mortgage Corporation February 2007 - June 2007
Great Southwest January 2006 - February 2007
Ownit March 2004 - January 2006
First Franklin May 2001 - March 2004
Bank of America July 2000 - May 2001
Skills
New Business Development, Mortgage Lending, Leadership, Marketing, Customer Service, Customer Satisfaction, Credit, Finance, First Time Home Buyers, Real Estate, Banking, FHA, Mortgage Banking, Loan Origination, New Home Purchase, VA loans, HomePath, Refinance, Home Equity Loans, Cash Out, Jumbo Mortgage
Education
Frederick Community College 1997 — 1998
Art
Stephanie Napier's Vanguard Experience July 2013 - Present
Job Senior Counsel at Vanguard
Industry Financial Services
Experience
Vanguard July 2013 - Present
Vanguard August 2010 - July 2013
M&I Bank April 2004 - July 2010
Groom Law Group 1996 - 2004
Skills
ERISA, Employee Benefits, 401k, Investments, Pensions, Retirement
Education
Georgetown University Law Center 1994 — 1997
JD
University of Michigan 1990 — 1993
BA, Political Science
Vanguard July 2013 - Present
Vanguard August 2010 - July 2013
M&I Bank April 2004 - July 2010
Groom Law Group 1996 - 2004
Skills
ERISA, Employee Benefits, 401k, Investments, Pensions, Retirement
Education
Georgetown University Law Center 1994 — 1997
JD
University of Michigan 1990 — 1993
BA, Political Science
Derin Wilson Derin Wilson's Vanguard Experience April 2011 - August 2012
Job Operations Manager at University of Maryland Medical Center
Industry Hospital & Health Care
Experience
University of Maryland Medical Center June 2014 - Present
The University of Maryland Medical System August 2012 - June 2014
Vanguard April 2011 - August 2012
Penn Oaks Tennis & Fitness Club July 2009 - September 2011
Merion PublicationskIN March 2010 - March 2011
Don Rosen Imports July 2008 - July 2009
Starbucks Coffee April 2000 - January 2004
Skills
Practice Management, Patient Flow, Patient Safety, EMR, Employee Management, Employee Relations, Leadership, Customer Service, Analysis, Management, Negotiation, Team Leadership, Recruiting, Statistics, Process Management, Marketing, Team Building, Performance Management, Customer Relations
Education
Philadelphia University 2011 — 2013
Master of Business Administration (MBA), Health/Health Care Administration/Management, 3.6
Gettysburg College 2004 — 2008
Bachelor's of Arts, Management
St. Stephens & St. Agnes School 2000 — 2004
Diploma, General Education
University of Maryland Medical Center June 2014 - Present
The University of Maryland Medical System August 2012 - June 2014
Vanguard April 2011 - August 2012
Penn Oaks Tennis & Fitness Club July 2009 - September 2011
Merion PublicationskIN March 2010 - March 2011
Don Rosen Imports July 2008 - July 2009
Starbucks Coffee April 2000 - January 2004
Skills
Practice Management, Patient Flow, Patient Safety, EMR, Employee Management, Employee Relations, Leadership, Customer Service, Analysis, Management, Negotiation, Team Leadership, Recruiting, Statistics, Process Management, Marketing, Team Building, Performance Management, Customer Relations
Education
Philadelphia University 2011 — 2013
Master of Business Administration (MBA), Health/Health Care Administration/Management, 3.6
Gettysburg College 2004 — 2008
Bachelor's of Arts, Management
St. Stephens & St. Agnes School 2000 — 2004
Diploma, General Education
Steve DeGrazia Steve DeGrazia's Vanguard Experience June 2014 - July 2015
Job Music Business. Entreprenuer. Wealth Manager.
Industry Entertainment
Experience
Vanguard June 2014 - July 2015
Merrill Lynch October 2013 - May 2014
Morgan Stanley June 2006 - September 2013
Skills
Series 7, Bloomberg, Wealth Management, Uniform Combined State..., Personal Financial..., Music Business, Excel Models, Business Development
Education
Franklin & Marshall College 2002 — 2006
B.A., Business Management
Vanguard June 2014 - July 2015
Merrill Lynch October 2013 - May 2014
Morgan Stanley June 2006 - September 2013
Skills
Series 7, Bloomberg, Wealth Management, Uniform Combined State..., Personal Financial..., Music Business, Excel Models, Business Development
Education
Franklin & Marshall College 2002 — 2006
B.A., Business Management
Aamer Shah Aamer Shah's Vanguard Experience October 2007 - July 2012
Job MBA, CFP®
Industry Management Consulting
Experience
Medisolv, Inc. June 2014 - November 2014
InSITE January 2013 - May 2014
Medisolv, Inc. May 2013 - July 2013
Vanguard October 2007 - July 2012
Vanguard July 2006 - September 2007
Skills
Financial Modeling, Investments, Corporate Finance, Strategic Financial..., Management Consulting, Business Process..., Valuation, Start-ups, Start-up Consulting, Healthcare, Strategy, Project Management
Education
Georgetown University - The McDonough School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2006
Bachelor of Science, Business Administration
Medisolv, Inc. June 2014 - November 2014
InSITE January 2013 - May 2014
Medisolv, Inc. May 2013 - July 2013
Vanguard October 2007 - July 2012
Vanguard July 2006 - September 2007
Skills
Financial Modeling, Investments, Corporate Finance, Strategic Financial..., Management Consulting, Business Process..., Valuation, Start-ups, Start-up Consulting, Healthcare, Strategy, Project Management
Education
Georgetown University - The McDonough School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2006
Bachelor of Science, Business Administration
Cameron Keeler, CFP®'s Vanguard Experience July 2012 - Present
Job Financial Planner at Vanguard
Industry Financial Services
Experience
Vanguard July 2012 - Present
Vanguard April 2010 - July 2012
Vanguard June 2008 - April 2010
Skills
Series 63, Series 7, Series 6, Investments, Retirement Planning, Asset Allocation, Strategic Financial...
Education
Georgetown University
Bachelor of Arts (B.A.), Political Science and Government
Vanguard July 2012 - Present
Vanguard April 2010 - July 2012
Vanguard June 2008 - April 2010
Skills
Series 63, Series 7, Series 6, Investments, Retirement Planning, Asset Allocation, Strategic Financial...
Education
Georgetown University
Bachelor of Arts (B.A.), Political Science and Government
Katrine Lvovskaya Katrine Lvovskaya's Vanguard Experience May 2015 - Present
Job Flagship Client Relations Specialist at Vanguard
Industry Financial Services
Experience
Vanguard May 2015 - Present
Edward Jones November 2014 - March 2015
Marriott International February 2014 - October 2014
Studio 34 April 2012 - January 2014
Freelance (tutoring) February 2011 - May 2013
Rutgers University, Comparative Literature Department September 2007 - January 2011
Empower Our Neighborhoods August 2009 - June 2010
American Association of University Professors September 2009 - May 2010
Ad Fontes Digital Library September 2004 - August 2005
Georgetown University October 2003 - May 2004
Skills
Copy Editing, Editing, Research, Receptionist Duties, Administrative Work, Telephone Reception, Customer Support, Appointment Scheduling, Office Administration, Customer Service, Academic Writing, University Teaching, Higher Education, Proofreading, Teaching Writing, College Teaching, English Literature, Literature, Creative Writing, Teaching, Memos, Community Organizing, Fundraising, Social Media, Writing, Public Speaking, Community Outreach
Education
Georgetown University 2000 — 2004
B.A., Comparative Literature, French
Rutgers University
M.A., Comparative Literature
Vanguard May 2015 - Present
Edward Jones November 2014 - March 2015
Marriott International February 2014 - October 2014
Studio 34 April 2012 - January 2014
Freelance (tutoring) February 2011 - May 2013
Rutgers University, Comparative Literature Department September 2007 - January 2011
Empower Our Neighborhoods August 2009 - June 2010
American Association of University Professors September 2009 - May 2010
Ad Fontes Digital Library September 2004 - August 2005
Georgetown University October 2003 - May 2004
Skills
Copy Editing, Editing, Research, Receptionist Duties, Administrative Work, Telephone Reception, Customer Support, Appointment Scheduling, Office Administration, Customer Service, Academic Writing, University Teaching, Higher Education, Proofreading, Teaching Writing, College Teaching, English Literature, Literature, Creative Writing, Teaching, Memos, Community Organizing, Fundraising, Social Media, Writing, Public Speaking, Community Outreach
Education
Georgetown University 2000 — 2004
B.A., Comparative Literature, French
Rutgers University
M.A., Comparative Literature
Irisa MacKenzie Irisa MacKenzie's Vanguard Experience 1999 - 2001
Job Young Living Essential Oils, Independent Distributor
Industry Financial Services
Experience
Virtual Assistant November 2013 - Present
Demotech, Inc. August 2006 - October 2013
Bank of America 2003 - 2006
JPMorgan Chase 2003 - 2003
Bank One 2002 - 2003
Citadel Federal Credit Union 2001 - 2002
Vanguard 1999 - 2001
Skills
Typing, Outlook, PowerPoint, Microsoft Office, Customer Relations, Customer Service, Problem Solving, Confidentiality, Invoicing, Data Entry, Research, Time Management, Adobe Acrobat, Public Relations, Marketing Communications, Public Speaking, Marketing Management, Office Administration, Budgets, Social Media Marketing, Microsoft Word, Administrative..., Marketing, Interpersonal..., Communication Skills, Writing, Project Coordination, New Hire Orientation, Internet Research, Highly motivated..., Wordpress, Software Documentation, Telephone Skills, Teamwork, Team Building, Advertising, Press Releases, Customer Insight, Spreadsheets
Education
Franklin University 2007 — 2008
Accounting and Business/Management
Immaculata College 1991 — 1994
Accounting and Economics
Virtual Assistant November 2013 - Present
Demotech, Inc. August 2006 - October 2013
Bank of America 2003 - 2006
JPMorgan Chase 2003 - 2003
Bank One 2002 - 2003
Citadel Federal Credit Union 2001 - 2002
Vanguard 1999 - 2001
Skills
Typing, Outlook, PowerPoint, Microsoft Office, Customer Relations, Customer Service, Problem Solving, Confidentiality, Invoicing, Data Entry, Research, Time Management, Adobe Acrobat, Public Relations, Marketing Communications, Public Speaking, Marketing Management, Office Administration, Budgets, Social Media Marketing, Microsoft Word, Administrative..., Marketing, Interpersonal..., Communication Skills, Writing, Project Coordination, New Hire Orientation, Internet Research, Highly motivated..., Wordpress, Software Documentation, Telephone Skills, Teamwork, Team Building, Advertising, Press Releases, Customer Insight, Spreadsheets
Education
Franklin University 2007 — 2008
Accounting and Business/Management
Immaculata College 1991 — 1994
Accounting and Economics
Yen Lin (Michael) Chen Yen Lin (Michael) Chen's Vanguard Experience July 2012 - December 2014
Job Resource Planning Analyst at Vanguard
Industry Financial Services
Experience
Vanguard July 2012 - December 2014
Vanguard September 2008 - June 2012
JET Programme July 2002 - July 2004
Skills
Financial Analysis, Investments, Portfolio Management, Risk Management, Project Management, Consulting, Mutual Funds, Finance, Strategic Financial..., Global Business..., Cross-cultural, Organizational..., Problem Solving, Forecasting, Foreign Languages, Market Research, Political Economy, Financial Modeling, Economics, Statistical Tools, Investment Management
Education
Thunderbird School of Global Management 2009 — 2012
MBA, Global Management, 3.5
Georgia State University 2005 — 2007
Pre-Med prerequisites
University of Arizona 1998 — 2002
Bachelor of Science, Finance
Vanguard July 2012 - December 2014
Vanguard September 2008 - June 2012
JET Programme July 2002 - July 2004
Skills
Financial Analysis, Investments, Portfolio Management, Risk Management, Project Management, Consulting, Mutual Funds, Finance, Strategic Financial..., Global Business..., Cross-cultural, Organizational..., Problem Solving, Forecasting, Foreign Languages, Market Research, Political Economy, Financial Modeling, Economics, Statistical Tools, Investment Management
Education
Thunderbird School of Global Management 2009 — 2012
MBA, Global Management, 3.5
Georgia State University 2005 — 2007
Pre-Med prerequisites
University of Arizona 1998 — 2002
Bachelor of Science, Finance
Benjamin Winston Benjamin Winston's Vanguard Experience June 2011 - Present
Job Creator
Industry Computer Software
Experience
Vanguard June 2011 - Present
Hamilton Sundstrand May 2010 - August 2010
Expro Group June 2009 - August 2009
Skills
Unix, Java, PHP, JavaScript, Subversion, Datastage, Ruby, C++, Bash, LaTeX, C#, Linux, Windows, Solaris, VMS, Cognos, Mercurial, jQuery
Education
Gettysburg College 2007 — 2011
Bachelor of Arts, Computer Science
Vanguard June 2011 - Present
Hamilton Sundstrand May 2010 - August 2010
Expro Group June 2009 - August 2009
Skills
Unix, Java, PHP, JavaScript, Subversion, Datastage, Ruby, C++, Bash, LaTeX, C#, Linux, Windows, Solaris, VMS, Cognos, Mercurial, jQuery
Education
Gettysburg College 2007 — 2011
Bachelor of Arts, Computer Science
Aaron Thompkins's Vanguard Experience November 2013 - Present
Job Investment Professional at Vanguard
Industry Financial Services
Experience
Vanguard November 2013 - Present
Self-Employed August 2009 - Present
The Shepherd's Hand May 2011 - August 2012
Child Development Center February 2011 - April 2011
Skills
Microsoft Office, HTML, Databases, PHP, MySQL, Time Management, Finance, Risk Management, Economics, Banking, Research, Microsoft Excel, Data Analysis, PowerPoint, Social Media, Stata, Microsoft Word
Education
Furman University 2007 — 2011
Bachelor of Arts, Economics, Business Administration
Vanguard November 2013 - Present
Self-Employed August 2009 - Present
The Shepherd's Hand May 2011 - August 2012
Child Development Center February 2011 - April 2011
Skills
Microsoft Office, HTML, Databases, PHP, MySQL, Time Management, Finance, Risk Management, Economics, Banking, Research, Microsoft Excel, Data Analysis, PowerPoint, Social Media, Stata, Microsoft Word
Education
Furman University 2007 — 2011
Bachelor of Arts, Economics, Business Administration
Kevin Schmitt Kevin Schmitt's Vanguard Experience April 2013 - Present
Job Stock Record Analyst at Vanguard
Industry Financial Services
Experience
Vanguard April 2013 - Present
Vanguard January 2012 - April 2013
Vanguard June 2011 - January 2012
Gettysburg College August 2010 - May 2011
Gettysburg College August 2008 - December 2010
Wealth Protection, LLC May 2010 - August 2010
Skills
Series 7, Series 63
Education
Gettysburg College 2007 — 2011
BA, Economics, International Affairs, Mathematics
Vanguard April 2013 - Present
Vanguard January 2012 - April 2013
Vanguard June 2011 - January 2012
Gettysburg College August 2010 - May 2011
Gettysburg College August 2008 - December 2010
Wealth Protection, LLC May 2010 - August 2010
Skills
Series 7, Series 63
Education
Gettysburg College 2007 — 2011
BA, Economics, International Affairs, Mathematics
James L. Cockerill's Vanguard Experience April 2013 - September 2013
Job Consultant, Advisor Solutions at Lord, Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC August 2015 - Present
Lord, Abbett & Co. LLC September 2013 - Present
Vanguard April 2013 - September 2013
Vanguard September 2012 - April 2013
Skills
Public Speaking, PowerPoint, Investments, Sales, Leadership, Microsoft Word, Social Networking, Research
Education
Gettysburg College 2008 — 2012
Organization and Management Studies, Business
Lord, Abbett & Co. LLC August 2015 - Present
Lord, Abbett & Co. LLC September 2013 - Present
Vanguard April 2013 - September 2013
Vanguard September 2012 - April 2013
Skills
Public Speaking, PowerPoint, Investments, Sales, Leadership, Microsoft Word, Social Networking, Research
Education
Gettysburg College 2008 — 2012
Organization and Management Studies, Business
Peggy McDermott Peggy McDermott's Vanguard Experience July 1985 - March 1994
Job Vice President, Senior Retirement Sales Executive at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price August 2011 - Present
Morgan Stanley/Van Kampen Investments 2007 - 2010
SEI Investments January 2005 - August 2007
SEI Investments January 2003 - January 2005
SEI Investments October 1999 - January 2003
Merrill Lynch April 1996 - October 1999
Morgan Stanley Asset Management March 1994 - April 1996
Vanguard July 1985 - March 1994
Education
Gettysburg College 1980 — 1984
B.A
T. Rowe Price August 2011 - Present
Morgan Stanley/Van Kampen Investments 2007 - 2010
SEI Investments January 2005 - August 2007
SEI Investments January 2003 - January 2005
SEI Investments October 1999 - January 2003
Merrill Lynch April 1996 - October 1999
Morgan Stanley Asset Management March 1994 - April 1996
Vanguard July 1985 - March 1994
Education
Gettysburg College 1980 — 1984
B.A
Allison Moss Allison Moss's Vanguard Experience 2004 - 2005
Job President at Stephen L Cornwell Foundation
Industry Philanthropy
Experience
Stephen L Cornwell Foundation August 2014 - Present
Johnson Sterling 2005 - 2007
Vanguard 2004 - 2005
Skills
Microsoft Office, Microsoft Excel, Nonprofits
Education
Georgia State University - J. Mack Robinson College of Business 2007 — 2009
Master of Business Administration (M.B.A.), Finance, General
Sewanee-The University of the South 1999 — 2003
BS, Economics
Charlotte Country Day School 1985 — 1999
High School
Stephen L Cornwell Foundation August 2014 - Present
Johnson Sterling 2005 - 2007
Vanguard 2004 - 2005
Skills
Microsoft Office, Microsoft Excel, Nonprofits
Education
Georgia State University - J. Mack Robinson College of Business 2007 — 2009
Master of Business Administration (M.B.A.), Finance, General
Sewanee-The University of the South 1999 — 2003
BS, Economics
Charlotte Country Day School 1985 — 1999
High School
Nick Mraz Nick Mraz's Vanguard Experience September 2013 - July 2015
Job Deal Execution Analyst at Accenture
Industry Capital Markets
Experience
Accenture August 2015 - Present
Vanguard September 2013 - July 2015
Germantown Friends School October 2012 - August 2013
Franklin & Marshall College March 2012 - May 2012
Skills
Leadership, Analysis, Project Management, Entrepreneurship, Financial Modeling, Bloomberg Terminal, Event Planning, Microsoft Office, Public Speaking, Research, Customer Service, Social Media, Marketing, Fundraising, CRM, Financial Analysis, Sales, Business Planning, Teaching, Time Management, Team Building, Coaching, Management Consulting
Education
Franklin & Marshall College 2008 — 2012
Bachelor of Arts (B.A.), Business, Organizations, and Society
Germantown Friends School 2004 — 2008
Accenture August 2015 - Present
Vanguard September 2013 - July 2015
Germantown Friends School October 2012 - August 2013
Franklin & Marshall College March 2012 - May 2012
Skills
Leadership, Analysis, Project Management, Entrepreneurship, Financial Modeling, Bloomberg Terminal, Event Planning, Microsoft Office, Public Speaking, Research, Customer Service, Social Media, Marketing, Fundraising, CRM, Financial Analysis, Sales, Business Planning, Teaching, Time Management, Team Building, Coaching, Management Consulting
Education
Franklin & Marshall College 2008 — 2012
Bachelor of Arts (B.A.), Business, Organizations, and Society
Germantown Friends School 2004 — 2008
Dee Lentsch Dee Lentsch's Vanguard Experience 1982 - 1984
Job Career Counselor private practice
Industry Human Resources
Experience
Westside Well Group, LLC 2014 - Present
Hewlett-Packard 1988 - 2006
University of Phoenix 2001 - 2003
Northwest Center 1982 - 1984
Vanguard 1982 - 1984
Skills
private research, Career Counseling, Teaching, Leadership, Public Speaking, Training, Coaching
Education
Logos Graduate School 2004 — 2009
Doctor of Philosophy (PhD), Christian Counseling
Georgia State University 1986 — 2000
MBA, Computer Systems
Penn State University 1980 — 1982
Master of Education (MEd), Counseling
Penn State University 1977 — 1980
Bachelor of Science (BS), Vocational Rehabilitation Counseling/Counselor
Westside Well Group, LLC 2014 - Present
Hewlett-Packard 1988 - 2006
University of Phoenix 2001 - 2003
Northwest Center 1982 - 1984
Vanguard 1982 - 1984
Skills
private research, Career Counseling, Teaching, Leadership, Public Speaking, Training, Coaching
Education
Logos Graduate School 2004 — 2009
Doctor of Philosophy (PhD), Christian Counseling
Georgia State University 1986 — 2000
MBA, Computer Systems
Penn State University 1980 — 1982
Master of Education (MEd), Counseling
Penn State University 1977 — 1980
Bachelor of Science (BS), Vocational Rehabilitation Counseling/Counselor
Andrew Hinton Andrew Hinton's Vanguard Experience January 2004 - June 2010
Job Senior Information Architect at The Understanding Group, LLC
Industry Internet
Experience
The Understanding Group, LLC May 2012 - Present
Conferences January 2002 - Present
Macquarium June 2010 - May 2012
Vanguard January 2004 - June 2010
Symetri 1999 - 2003
American Express (through Maxim Group) October 1998 - August 1999
Skills
User Experience, Design Strategy, Public Speaking, Writing, User Interface Design, Interaction Design, Information Design, Information Architecture, Content Strategy, Contextual Inquiry, Experience Design, Experience Strategy, Mobile, Heuristic Evaluation, Personas, User Scenarios, Mobile Design, Persona, Usability, User Interface, Mobile Devices, Strategy, Service Design, User Experience Design
Education
University of North Carolina at Greensboro 1995 — 1997
MFA
University of Louisville 1992 — 1995
MA
Furman University 1985 — 1989
BA
The Understanding Group, LLC May 2012 - Present
Conferences January 2002 - Present
Macquarium June 2010 - May 2012
Vanguard January 2004 - June 2010
Symetri 1999 - 2003
American Express (through Maxim Group) October 1998 - August 1999
Skills
User Experience, Design Strategy, Public Speaking, Writing, User Interface Design, Interaction Design, Information Design, Information Architecture, Content Strategy, Contextual Inquiry, Experience Design, Experience Strategy, Mobile, Heuristic Evaluation, Personas, User Scenarios, Mobile Design, Persona, Usability, User Interface, Mobile Devices, Strategy, Service Design, User Experience Design
Education
University of North Carolina at Greensboro 1995 — 1997
MFA
University of Louisville 1992 — 1995
MA
Furman University 1985 — 1989
BA
Trevor Klenda Trevor Klenda's Vanguard Experience January 2014 - Present
Job Financial Analyst at The Vanguard Group
Industry Financial Services
Experience
Vanguard January 2014 - Present
Vanguard February 2012 - December 2013
The Vanguard Group October 2008 - February 2012
Vanguard March 2007 - October 2008
Skills
Financial Analysis, Financial Modeling, Investments, Strategic Financial..., Mutual Funds, Series 63, Bloomberg, Finance, Equities, Asset Allocation
Education
Saint Louis University 2004 — 2006
MA, Spanish
Georgia State University 2002 — 2004
Bachelor of Arts (B.A.), Spanish Language and Literature
Vanguard January 2014 - Present
Vanguard February 2012 - December 2013
The Vanguard Group October 2008 - February 2012
Vanguard March 2007 - October 2008
Skills
Financial Analysis, Financial Modeling, Investments, Strategic Financial..., Mutual Funds, Series 63, Bloomberg, Finance, Equities, Asset Allocation
Education
Saint Louis University 2004 — 2006
MA, Spanish
Georgia State University 2002 — 2004
Bachelor of Arts (B.A.), Spanish Language and Literature
Steven Borders Steven Borders's Vanguard Experience October 2006 - April 2008
Job Support Analyst at SignUpGenius
Industry Retail
Experience
SignUpGenius August 2015 - Present
REI 2008 - August 2015
Vanguard October 2006 - April 2008
Skills
Investment Strategies, Public Speaking, Public Relations, Marketing, Non-profit..., Management, Supervisory Skills, Leadership, Customer Service
Education
University of Colorado Colorado Springs 2005 — 2006
Master of Business Administration (M.B.A.), Finance and Financial Management Services, 3.9
Georgia Southern University - College of Business Administration
Bachelor's of Business Administration, Human Resources Management, 3.43
SignUpGenius August 2015 - Present
REI 2008 - August 2015
Vanguard October 2006 - April 2008
Skills
Investment Strategies, Public Speaking, Public Relations, Marketing, Non-profit..., Management, Supervisory Skills, Leadership, Customer Service
Education
University of Colorado Colorado Springs 2005 — 2006
Master of Business Administration (M.B.A.), Finance and Financial Management Services, 3.9
Georgia Southern University - College of Business Administration
Bachelor's of Business Administration, Human Resources Management, 3.43
Robert Penny Robert Penny's Vanguard Experience March 2014 - Present
Job Brokerage Associate at Vanguard
Industry Financial Services
Experience
Vanguard March 2014 - Present
Vanguard September 2013 - March 2014
Skills
Mutual Funds, Investments, Series 7, Series 63, PowerPoint, Microsoft Excel, Research, Microsoft Office, Photoshop, Social Media, Public Speaking, Teamwork, Facebook, Data Analysis, Outlook
Education
Furman University 2009 — 2013
Bachelor of Arts (B.A.), Political Science and Government
Myers Park High School 2006 — 2009
Vanguard March 2014 - Present
Vanguard September 2013 - March 2014
Skills
Mutual Funds, Investments, Series 7, Series 63, PowerPoint, Microsoft Excel, Research, Microsoft Office, Photoshop, Social Media, Public Speaking, Teamwork, Facebook, Data Analysis, Outlook
Education
Furman University 2009 — 2013
Bachelor of Arts (B.A.), Political Science and Government
Myers Park High School 2006 — 2009
Alex Drinker Alex Drinker's Vanguard Experience February 2009 - November 2009
Job Commercial Development Leader, GE Consumer Ventures
Industry Consumer Goods
Experience
GE October 2014 - Present
GE Capital February 2013 - January 2015
GE Capital March 2014 - October 2014
GE Capital July 2013 - February 2014
GE Capital February 2013 - July 2013
GE Capital June 2012 - August 2012
ShopRunner May 2011 - January 2012
ShopRunner October 2010 - May 2011
GSI Commerce November 2009 - May 2011
Vanguard February 2009 - November 2009
Skills
International Business, Business Strategy, Account Management, Online Marketing, Sales Management, Direct Sales, Digital Marketing, Business Development, CRM, E-commerce, Marketing, Leadership, Financial Modeling, Management, Sales, Start-ups, Strategy
Education
Thunderbird School of Global Management 2011 — 2012
Master of Global Management, International Business
Villanova University 2009 — 2011
M.B.A, International Business, Strategic Management
Gettysburg College 2001 — 2004
BA, Political Science
Chestnut Hill Academy
GE October 2014 - Present
GE Capital February 2013 - January 2015
GE Capital March 2014 - October 2014
GE Capital July 2013 - February 2014
GE Capital February 2013 - July 2013
GE Capital June 2012 - August 2012
ShopRunner May 2011 - January 2012
ShopRunner October 2010 - May 2011
GSI Commerce November 2009 - May 2011
Vanguard February 2009 - November 2009
Skills
International Business, Business Strategy, Account Management, Online Marketing, Sales Management, Direct Sales, Digital Marketing, Business Development, CRM, E-commerce, Marketing, Leadership, Financial Modeling, Management, Sales, Start-ups, Strategy
Education
Thunderbird School of Global Management 2011 — 2012
Master of Global Management, International Business
Villanova University 2009 — 2011
M.B.A, International Business, Strategic Management
Gettysburg College 2001 — 2004
BA, Political Science
Chestnut Hill Academy
Daniel Kalish's Vanguard Experience August 2014 - Present
Job Client Relationship Associate at Vanguard
Industry Management Consulting
Experience
Vanguard August 2014 - Present
GettysGear January 2013 - May 2014
Next Step Advisory Group January 2012 - May 2014
Brooks Brothers May 2013 - September 2013
Gettysburg College January 2011 - August 2013
Gettysburg College September 2011 - September 2012
Regency Sport & Health May 2011 - August 2011
Skills
Personal Training, Leadership, Microsoft Office, Social Networking, Statistics, Psychology, PowerPoint, Microsoft Excel, Client Relations Skills, Brand Management, Brand Development, Online Retail, Start-ups, Wholesale Operations, Research, Public Speaking, Editing, Microsoft Word, Social Media, Facebook, Customer Service, CRM, Investments, Mutual Funds, ETFs
Education
Gettysburg College 2010 — 2014
Bachelor's degree, Psychology
McLean High School 2006 — 2010
Vanguard August 2014 - Present
GettysGear January 2013 - May 2014
Next Step Advisory Group January 2012 - May 2014
Brooks Brothers May 2013 - September 2013
Gettysburg College January 2011 - August 2013
Gettysburg College September 2011 - September 2012
Regency Sport & Health May 2011 - August 2011
Skills
Personal Training, Leadership, Microsoft Office, Social Networking, Statistics, Psychology, PowerPoint, Microsoft Excel, Client Relations Skills, Brand Management, Brand Development, Online Retail, Start-ups, Wholesale Operations, Research, Public Speaking, Editing, Microsoft Word, Social Media, Facebook, Customer Service, CRM, Investments, Mutual Funds, ETFs
Education
Gettysburg College 2010 — 2014
Bachelor's degree, Psychology
McLean High School 2006 — 2010
Tony Zager's Vanguard Experience August 2007 - September 2008
Job Marketing Vice President National Western Life
Industry Insurance
Experience
National Western Life September 2008 - Present
National Western Life September 2008 - Present
Vanguard August 2007 - September 2008
Skills
Annuities, Insurance, Annuity, Customer Relations, Retirement Planning, Fixed Annuities, Investments, Health Insurance, Life Insurance, Sales Management, Coaching, Customer Service, Term Life Insurance, Universal Life, Marketing Communications, Small Business, Long-term Care, Account Management, Strategic Financial..., Management, Underwriting, Risk Management, Sales, Strategic Planning, Retirement, 401k, Employee Benefits, Disability Insurance, Mutual Funds, Estate Planning, Brokers, Financial Planning
Education
Friends University 2005 — 2007
Bachelors of Science, Organizational Management and Leadership
University of Kansas 1999 — 2001
National Western Life September 2008 - Present
National Western Life September 2008 - Present
Vanguard August 2007 - September 2008
Skills
Annuities, Insurance, Annuity, Customer Relations, Retirement Planning, Fixed Annuities, Investments, Health Insurance, Life Insurance, Sales Management, Coaching, Customer Service, Term Life Insurance, Universal Life, Marketing Communications, Small Business, Long-term Care, Account Management, Strategic Financial..., Management, Underwriting, Risk Management, Sales, Strategic Planning, Retirement, 401k, Employee Benefits, Disability Insurance, Mutual Funds, Estate Planning, Brokers, Financial Planning
Education
Friends University 2005 — 2007
Bachelors of Science, Organizational Management and Leadership
University of Kansas 1999 — 2001
Nicole Martino's Vanguard Experience April 2014 - Present
Job HNW Registered Investment Representative at Vanguard
Industry Financial Services
Experience
Vanguard April 2014 - Present
Vanguard April 2013 - April 2014
M. Cohen and Sons May 2012 - February 2013
SEI June 2011 - August 2011
Kids Growth, Inc June 2008 - August 2009
ITW (Illinois Tool Works) December 2007 - January 2008
Rita's Water Ice Franchise June 2006 - August 2007
Skills
Accounts Payable, Management, Project Management, Project Planning, Blogging, Payroll, Account Reconciliation, Invoicing, Microsoft Office, Customer Service, Microsoft Excel, Financial Analysis, Banking, Strategic Planning, Risk Management, Social Networking, Social Media, Relationship Management, Portfolio Management, Asset Management, Series 63, Series 7, Mutual Funds, Financial Services, Investments, Wealth Management, Social Media Marketing, PowerPoint, CRM
Education
Franklin & Marshall College 2008 — 2012
Bachelor of the Arts, Business, Organizations and Society
Episcopal Academy 1994 — 2008
High School Diploma, General
Vanguard April 2014 - Present
Vanguard April 2013 - April 2014
M. Cohen and Sons May 2012 - February 2013
SEI June 2011 - August 2011
Kids Growth, Inc June 2008 - August 2009
ITW (Illinois Tool Works) December 2007 - January 2008
Rita's Water Ice Franchise June 2006 - August 2007
Skills
Accounts Payable, Management, Project Management, Project Planning, Blogging, Payroll, Account Reconciliation, Invoicing, Microsoft Office, Customer Service, Microsoft Excel, Financial Analysis, Banking, Strategic Planning, Risk Management, Social Networking, Social Media, Relationship Management, Portfolio Management, Asset Management, Series 63, Series 7, Mutual Funds, Financial Services, Investments, Wealth Management, Social Media Marketing, PowerPoint, CRM
Education
Franklin & Marshall College 2008 — 2012
Bachelor of the Arts, Business, Organizations and Society
Episcopal Academy 1994 — 2008
High School Diploma, General
Josh Dutill Josh Dutill's Vanguard Experience February 2015 - Present
Job Associate Counsel at Vanguard
Industry Law Practice
Experience
Vanguard February 2015 - Present
Stradley Ronon August 2009 - January 2015
United States Capitol Police 2003 - 2007
Education
George Mason University School of Law 2006 — 2009
JD
Penn State University 1999 — 2002
BS, Crime, Law & Justice
Vanguard February 2015 - Present
Stradley Ronon August 2009 - January 2015
United States Capitol Police 2003 - 2007
Education
George Mason University School of Law 2006 — 2009
JD
Penn State University 1999 — 2002
BS, Crime, Law & Justice
Patrick McDevitt's Vanguard Experience September 2012 - August 2013
Job Graduate Fellow at Trinity College Hartford
Industry Sports
Experience
Trinity College - Hartford August 2015 - Present
Albright College August 2013 - July 2015
PAY Swimming September 2012 - September 2013
Vanguard September 2012 - August 2013
Stone Harbor Beach Patrol May 2008 - September 2011
U.S. House Committee on Oversight and Government Reform, Chairman Darrell Issa May 2011 - July 2011
Skills
Public Speaking, Microsoft Office, Research, PowerPoint, Microsoft Word, Microsoft Excel, Social Media, Event Planning, Political Science, Fundraising, Policy Analysis, Outlook
Education
Trinity College-Hartford 2015 — 2017
Master of Arts (M.A.), American Studies
Gettysburg College 2008 — 2012
Bachelors, Political Science
Trinity College - Hartford August 2015 - Present
Albright College August 2013 - July 2015
PAY Swimming September 2012 - September 2013
Vanguard September 2012 - August 2013
Stone Harbor Beach Patrol May 2008 - September 2011
U.S. House Committee on Oversight and Government Reform, Chairman Darrell Issa May 2011 - July 2011
Skills
Public Speaking, Microsoft Office, Research, PowerPoint, Microsoft Word, Microsoft Excel, Social Media, Event Planning, Political Science, Fundraising, Policy Analysis, Outlook
Education
Trinity College-Hartford 2015 — 2017
Master of Arts (M.A.), American Studies
Gettysburg College 2008 — 2012
Bachelors, Political Science
Howard R Rentschler's Vanguard Experience July 2000 - October 2009
Job Strategy, Tactics, and Customer Service
Industry Automotive
Experience
Elite Locators, Inc. May 2015 - Present
Isagenix January 2015 - Present
Motif Investing December 2014 - Present
Boushie Brewing dba Brass Anchor Pub September 2013 - May 2015
Social Media Management LLC September 2010 - August 2013
The Vanguard Group January 2009 - October 2009
Vanguard July 2000 - October 2009
Nuveen Investments July 1999 - July 2000
US Army October 1992 - January 1996
Skills
Mutual Funds, 401k, Program Management, Leadership, Social Networking, Coaching, Strategy, Employee Benefits, Marketing, Training, Entrepreneurship, Small Business, Customer Service, Management, Fundraising, Retirement, Budgets, Investments, Business Development, Business Planning, Financial Services, Process Improvement, Leadership Development, Insurance, Series 63, Retirement Planning, Asset Allocation, Strategic Financial..., Finance, Relationship Management, Risk Management, Asset Management
Education
Gettysburg College 1996 — 1999
Bachelor's degree, Mathematics
The College of Wooster 1990 — 1992
N/A, Economics
The Mercersburg Academy 1987 — 1990
High School Diploma, High School/Secondary Diplomas and Certificates
Carlisle High School 1986 — 1987
N/A
Elite Locators, Inc. May 2015 - Present
Isagenix January 2015 - Present
Motif Investing December 2014 - Present
Boushie Brewing dba Brass Anchor Pub September 2013 - May 2015
Social Media Management LLC September 2010 - August 2013
The Vanguard Group January 2009 - October 2009
Vanguard July 2000 - October 2009
Nuveen Investments July 1999 - July 2000
US Army October 1992 - January 1996
Skills
Mutual Funds, 401k, Program Management, Leadership, Social Networking, Coaching, Strategy, Employee Benefits, Marketing, Training, Entrepreneurship, Small Business, Customer Service, Management, Fundraising, Retirement, Budgets, Investments, Business Development, Business Planning, Financial Services, Process Improvement, Leadership Development, Insurance, Series 63, Retirement Planning, Asset Allocation, Strategic Financial..., Finance, Relationship Management, Risk Management, Asset Management
Education
Gettysburg College 1996 — 1999
Bachelor's degree, Mathematics
The College of Wooster 1990 — 1992
N/A, Economics
The Mercersburg Academy 1987 — 1990
High School Diploma, High School/Secondary Diplomas and Certificates
Carlisle High School 1986 — 1987
N/A
Steve Bowman Steve Bowman's Vanguard Experience May 2006 - May 2014
Job Retired at Bowman House
Industry Financial Services
Experience
Bowman House May 2014 - Present
Vanguard May 2006 - May 2014
Vanguard May 2004 - June 2006
The Vanguard Group February 2000 - May 2004
ACS Technologies September 1998 - December 1999
Burnett Staffing October 1997 - June 1998
CTG February 1987 - February 1994
United Methodist Church June 1973 - February 1987
Skills
Training, Performance Management, Process Improvement, Coaching, Staff Development, Leadership, Strategic Planning, Project Management, Time Management, CRM, Management, Customer Service, Performance Improvement, Sales, Public Speaking, Team Leadership, Human Resources, Recruiting, Event Planning, New Business Development, Career Development, Consulting, Career Counseling, Talent Management, Call Centers, Microsoft Excel
Education
Wesley Theological Seminary 1972 — 1977
MDiv, Theology and Church Ministry
Gettysburg College 1970 — 1974
BA, Religion, Psychology, Sociology
Westminster Senior High 1967 — 1970
HS, College Prep
Bowman House May 2014 - Present
Vanguard May 2006 - May 2014
Vanguard May 2004 - June 2006
The Vanguard Group February 2000 - May 2004
ACS Technologies September 1998 - December 1999
Burnett Staffing October 1997 - June 1998
CTG February 1987 - February 1994
United Methodist Church June 1973 - February 1987
Skills
Training, Performance Management, Process Improvement, Coaching, Staff Development, Leadership, Strategic Planning, Project Management, Time Management, CRM, Management, Customer Service, Performance Improvement, Sales, Public Speaking, Team Leadership, Human Resources, Recruiting, Event Planning, New Business Development, Career Development, Consulting, Career Counseling, Talent Management, Call Centers, Microsoft Excel
Education
Wesley Theological Seminary 1972 — 1977
MDiv, Theology and Church Ministry
Gettysburg College 1970 — 1974
BA, Religion, Psychology, Sociology
Westminster Senior High 1967 — 1970
HS, College Prep
Shannon McWilliams Shannon McWilliams's Vanguard Experience April 2013 - Present
Job Training Administrator
Industry Financial Services
Experience
Vanguard April 2013 - Present
Vanguard September 2010 - April 2013
Lilly Pulitzer June 2007 - June 2010
Gettysburg College August 2009 - May 2010
Assurant Solutions June 2008 - August 2008
Skills
Microsoft Excel, Public Speaking, Sales, Training
Education
Gettysburg College 2006 — 2010
BA, Management
Vanguard April 2013 - Present
Vanguard September 2010 - April 2013
Lilly Pulitzer June 2007 - June 2010
Gettysburg College August 2009 - May 2010
Assurant Solutions June 2008 - August 2008
Skills
Microsoft Excel, Public Speaking, Sales, Training
Education
Gettysburg College 2006 — 2010
BA, Management
Todd Johnston Todd Johnston's Vanguard Experience October 2005 - August 2006
Job Consultant at Accenture
Industry Management Consulting
Experience
Accenture August 2011 - Present
Hewlett-Packard March 2009 - August 2011
Sprint Nextel September 2007 - October 2008
Sprint Nextel September 2006 - August 2007
Vanguard October 2005 - August 2006
Skills
Strategic Sourcing, Supply Chain Management, Vendor Management, ITIL, Integration, Management, Supply Chain, Analysis, Business Process..., Purchasing, SDLC, Program Management, Requirements Analysis, Forecasting, Procurement, Logistics, Telecommunications, Project Management, Project Planning
Education
George Mason University 2008 — 2010
Masters of Business Administration, Information Systems Management
Penn State University 2001 — 2005
BS, Marketing and International Business
University of Wollongong 2004 — 2004
Accenture August 2011 - Present
Hewlett-Packard March 2009 - August 2011
Sprint Nextel September 2007 - October 2008
Sprint Nextel September 2006 - August 2007
Vanguard October 2005 - August 2006
Skills
Strategic Sourcing, Supply Chain Management, Vendor Management, ITIL, Integration, Management, Supply Chain, Analysis, Business Process..., Purchasing, SDLC, Program Management, Requirements Analysis, Forecasting, Procurement, Logistics, Telecommunications, Project Management, Project Planning
Education
George Mason University 2008 — 2010
Masters of Business Administration, Information Systems Management
Penn State University 2001 — 2005
BS, Marketing and International Business
University of Wollongong 2004 — 2004
Peter D. Murray's Vanguard Experience July 2013 - July 2015
Job MBA Candidate at Vanderbilt University Owen Graduate School of Management
Industry Financial Services
Experience
Vanguard July 2013 - July 2015
Vanguard August 2011 - July 2013
AFC Asset Management Services July 2011 - August 2011
National Weather Service June 2010 - August 2010
Habitat for Humanity International July 2009 - August 2009
Creative Investment Research, Inc. June 2008 - August 2008
WeatherBug May 2006 - July 2006
Skills
Investments, Research, Analysis, Finance, Economics, Series 63, Management, Financial Analysis
Education
Vanderbilt University - Owen Graduate School of Management 2015 — 2017
Master of Business Administration (MBA)
Gettysburg College 2007 — 2011
Economics
Sidwell Friends School 2001 — 2007
Vanguard July 2013 - July 2015
Vanguard August 2011 - July 2013
AFC Asset Management Services July 2011 - August 2011
National Weather Service June 2010 - August 2010
Habitat for Humanity International July 2009 - August 2009
Creative Investment Research, Inc. June 2008 - August 2008
WeatherBug May 2006 - July 2006
Skills
Investments, Research, Analysis, Finance, Economics, Series 63, Management, Financial Analysis
Education
Vanderbilt University - Owen Graduate School of Management 2015 — 2017
Master of Business Administration (MBA)
Gettysburg College 2007 — 2011
Economics
Sidwell Friends School 2001 — 2007
Mike Niebanck, Sr's Vanguard Experience July 2013 - May 2014
Job
Industry Computer Software
Experience
M Niebanck Consultant January 2005 - Present
KUB – Knoxville Utility Board January 2015 - May 2015
Scripps Network International May 2014 - January 2015
Vanguard July 2013 - May 2014
Advanced Disposal February 2013 - July 2013
Apollo Global Management October 2012 - January 2013
Piedmont Hospital 2011 - 2012
Skills
PeopleSoft, ERP, Integration, SQL, Requirements Analysis, Business Analysis, Business Intelligence, Data Conversion, Business Process, Financials, General Ledger, Report Writing, Business Process..., Business Process Design, System Testing, Consulting, SDLC
Education
Georgia Institute of Technology
BS, Management
M Niebanck Consultant January 2005 - Present
KUB – Knoxville Utility Board January 2015 - May 2015
Scripps Network International May 2014 - January 2015
Vanguard July 2013 - May 2014
Advanced Disposal February 2013 - July 2013
Apollo Global Management October 2012 - January 2013
Piedmont Hospital 2011 - 2012
Skills
PeopleSoft, ERP, Integration, SQL, Requirements Analysis, Business Analysis, Business Intelligence, Data Conversion, Business Process, Financials, General Ledger, Report Writing, Business Process..., Business Process Design, System Testing, Consulting, SDLC
Education
Georgia Institute of Technology
BS, Management
Jim Dullinger, CPA, MBA's Vanguard Experience March 2000 - March 2002
Job Vice President and Head of Finance at Turn5, Inc.
Industry Retail
Experience
Turn5 February 2014 - Present
The Neat Company June 2012 - February 2014
moksha8 Pharmaceuticals May 2010 - June 2012
SunGard Availability Services February 2009 - May 2010
PwC September 2004 - December 2008
GMAC Institutional Advisors March 2002 - September 2004
Vanguard March 2000 - March 2002
Ten Eyck Associates c.k.a. FTI Consulting December 1998 - March 2000
CIGNA December 1997 - December 1998
KPMG January 1994 - December 1997
Skills
Internal Controls, Financial Reporting, Accounting, Auditing, Financial Analysis, SEC filings, Due Diligence, GAAP, Finance, Financial Statements, Mergers & Acquisitions, Process Improvement, IFRS, Risk Management, Corporate Tax, Leadership, SEC Filings
Education
Georgetown University - The McDonough School of Business 2006 — 2008
Executive MBA, Global Business/Finance
Temple University - Fox School of Business and Management 1992 — 1994
BBA, Accounting
Turn5 February 2014 - Present
The Neat Company June 2012 - February 2014
moksha8 Pharmaceuticals May 2010 - June 2012
SunGard Availability Services February 2009 - May 2010
PwC September 2004 - December 2008
GMAC Institutional Advisors March 2002 - September 2004
Vanguard March 2000 - March 2002
Ten Eyck Associates c.k.a. FTI Consulting December 1998 - March 2000
CIGNA December 1997 - December 1998
KPMG January 1994 - December 1997
Skills
Internal Controls, Financial Reporting, Accounting, Auditing, Financial Analysis, SEC filings, Due Diligence, GAAP, Finance, Financial Statements, Mergers & Acquisitions, Process Improvement, IFRS, Risk Management, Corporate Tax, Leadership, SEC Filings
Education
Georgetown University - The McDonough School of Business 2006 — 2008
Executive MBA, Global Business/Finance
Temple University - Fox School of Business and Management 1992 — 1994
BBA, Accounting
Russ Dath's Vanguard Experience June 2010 - Present
Job Digital Strategy & Marketing
Industry Financial Services
Experience
Vanguard June 2010 - Present
Vanguard June 2007 - June 2010
Vanguard June 2005 - June 2007
Vanguard January 2003 - June 2007
Vanguard November 1999 - December 2001
Steptoe & Johnson LLP August 1996 - November 1999
Skills
Project Management
Education
Georgia Southern University 1994 — 1996
Master of Business Administration (M.B.A.)
Shippensburg University of Pennsylvania 1987 — 1991
Vanguard June 2010 - Present
Vanguard June 2007 - June 2010
Vanguard June 2005 - June 2007
Vanguard January 2003 - June 2007
Vanguard November 1999 - December 2001
Steptoe & Johnson LLP August 1996 - November 1999
Skills
Project Management
Education
Georgia Southern University 1994 — 1996
Master of Business Administration (M.B.A.)
Shippensburg University of Pennsylvania 1987 — 1991
Carole Isaac's Vanguard Experience June 1997 - Present
Job Manager Global HR Vendor Management Office at Vanguard
Industry Financial Services
Experience
Vanguard June 1997 - Present
Skills
User Experience, Information Architecture, Interaction Design, User Interface Design, Captivate, Usability Testing, Needs Analysis, Project Management, Web Design, Instructional Design, Dreamweaver, Usability
Education
Georgetown University
Master Certificate Project Management
Hampton University
BS, Marketing
University of Phoenix-Pennsylvania
Master of Business Administration (M.B.A.)
Vanguard June 1997 - Present
Skills
User Experience, Information Architecture, Interaction Design, User Interface Design, Captivate, Usability Testing, Needs Analysis, Project Management, Web Design, Instructional Design, Dreamweaver, Usability
Education
Georgetown University
Master Certificate Project Management
Hampton University
BS, Marketing
University of Phoenix-Pennsylvania
Master of Business Administration (M.B.A.)
Sabrina Ramirez Slade's Vanguard Experience December 2005 - September 2008
Job Recruiting Manager at SEO Sponsors for Educational Opportunity
Industry Staffing and Recruiting
Experience
SEO Career EDGE (Sponsors for Educational Opportunity) July 2015 - Present
Johnson & Johnson September 2011 - 2015
Campbell Soup Company September 2008 - August 2011
Vanguard December 2005 - September 2008
The Doe Fund April 2000 - December 2005
Barnard College January 1998 - March 2000
Prep for Prep December 1991 - December 1997
Skills
Recruiting, Human Resources, Sourcing, College Recruiting, Applicant Tracking..., Talent Acquisition, Onboarding, Talent Management, Nonprofits, Employee Relations, Internet Recruiting, Interviews, Employer Branding, Sales, Technical Recruiting, Taleo, Management, Workforce Planning, Hiring
Education
Georgetown University
Bachelor's Degree, Marketing
SEO Career EDGE (Sponsors for Educational Opportunity) July 2015 - Present
Johnson & Johnson September 2011 - 2015
Campbell Soup Company September 2008 - August 2011
Vanguard December 2005 - September 2008
The Doe Fund April 2000 - December 2005
Barnard College January 1998 - March 2000
Prep for Prep December 1991 - December 1997
Skills
Recruiting, Human Resources, Sourcing, College Recruiting, Applicant Tracking..., Talent Acquisition, Onboarding, Talent Management, Nonprofits, Employee Relations, Internet Recruiting, Interviews, Employer Branding, Sales, Technical Recruiting, Taleo, Management, Workforce Planning, Hiring
Education
Georgetown University
Bachelor's Degree, Marketing
J. Scott Sperling's Vanguard Experience April 2014 - October 2014
Job Senior Economist | Consultant | Quantitative Data Analytics
Industry Information Services
Experience
ColdLight, A PTC Business July 2015 - Present
Fire Engine RED January 2015 - July 2015
Vanguard April 2014 - October 2014
Oxford Economics / Tourism Economics January 2008 - April 2014
Moody's Analytics 2007 - 2008
Moody's Investors Service 2006 - 2007
Global Insight January 2004 - March 2006
Skills
Economic Forecasting, Macroeconomics, Public Policy, Econometrics, Economic Policy, Economic Research, Economics, International Economics, Econometric Modeling, Economic Modeling, Data Analysis, Eviews, Strategy, Quantitative Analytics, Stata, SAS, Analysis, Analytics
Education
George Mason University 1997 — 2004
MA, Economics
George Mason University 1994 — 1997
BS, BA, Economics and Philosophy
ColdLight, A PTC Business July 2015 - Present
Fire Engine RED January 2015 - July 2015
Vanguard April 2014 - October 2014
Oxford Economics / Tourism Economics January 2008 - April 2014
Moody's Analytics 2007 - 2008
Moody's Investors Service 2006 - 2007
Global Insight January 2004 - March 2006
Skills
Economic Forecasting, Macroeconomics, Public Policy, Econometrics, Economic Policy, Economic Research, Economics, International Economics, Econometric Modeling, Economic Modeling, Data Analysis, Eviews, Strategy, Quantitative Analytics, Stata, SAS, Analysis, Analytics
Education
George Mason University 1997 — 2004
MA, Economics
George Mason University 1994 — 1997
BS, BA, Economics and Philosophy
Tyra Thompson's Vanguard Experience January 2014 - Present
Job Project Administrator at Vanguard
Industry Financial Services
Experience
Vanguard January 2014 - Present
Vanguard January 2010 - December 2013
TCA Philadelphia December 2010 - June 2012
Vanguard 2007 - 2009
Skills
RFP, Process Management, MS Office Suite, Microsoft Office, Process Improvement, SharePoint
Education
Pennsylvania State University-Great Valley Graduate Center 2007 — 2011
M.B.A, Business
Georgia Southern University
B.B.A, Information Systems
Vanguard January 2014 - Present
Vanguard January 2010 - December 2013
TCA Philadelphia December 2010 - June 2012
Vanguard 2007 - 2009
Skills
RFP, Process Management, MS Office Suite, Microsoft Office, Process Improvement, SharePoint
Education
Pennsylvania State University-Great Valley Graduate Center 2007 — 2011
M.B.A, Business
Georgia Southern University
B.B.A, Information Systems
Craig Diehl's Vanguard Experience November 2011 - Present
Job Vanguard
Industry Financial Services
Experience
Vanguard November 2011 - Present
Wells Fargo Advisors, LLC 2008 - 2010
UBS 2005 - 2008
Skills
Series 7 and 66
Education
Gettysburg College 1991 — 1995
BA
Vanguard November 2011 - Present
Wells Fargo Advisors, LLC 2008 - 2010
UBS 2005 - 2008
Skills
Series 7 and 66
Education
Gettysburg College 1991 — 1995
BA
Jeffrey Glasheen's Vanguard Experience 2011 - Present
Job Associate Counsel at Vanguard
Industry Law Practice
Experience
Vanguard 2011 - Present
The Boston Consulting Group 2009 - 2010
Davis Polk & Wardwell 2005 - 2009
Education
Harvard Law School 2002 — 2005
J.D.
Georgetown University 1996 — 2000
B.A.
Vanguard 2011 - Present
The Boston Consulting Group 2009 - 2010
Davis Polk & Wardwell 2005 - 2009
Education
Harvard Law School 2002 — 2005
J.D.
Georgetown University 1996 — 2000
B.A.
Amirali Noorani's Vanguard Experience January 2004 - Present
Job Owner, Vanguard Properties, Inc.
Industry Real Estate
Experience
Vanguard January 2004 - Present
Education
Georgia Institute of Technology 1991 — 1995
Vanguard January 2004 - Present
Education
Georgia Institute of Technology 1991 — 1995
Julie E. Hocker's Vanguard Experience November 2013 - September 2014
Job Risk Management at The Vanguard Group
Industry Investment Management
Experience
The Vanguard Group September 2014 - Present
Vanguard November 2013 - September 2014
Vanguard July 2012 - November 2013
The Vanguard Group June 2011 - July 2011
Department of Health and Human Services September 2005 - June 2010
The White House May 2004 - August 2004
Department of Health and Human Services June 2003 - November 2003
Harford County Executive's Office June 2000 - January 2003
Maryland General Assembly January 2001 - April 2001
Harford County Emergency Operations Center June 1997 - August 1999
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
Master of Business Administration
Georgetown University 2006 — 2006
Public Policy Institute
St. Mary's College of Maryland 2001 — 2005
BA, Economics and Political Science
The George Washington University 2003 — 2003
Semester in Washington, Graduate School of Poltical Management
C. Milton Wright High School 1997 — 2001
Diploma, Certificate of Merit
The Vanguard Group September 2014 - Present
Vanguard November 2013 - September 2014
Vanguard July 2012 - November 2013
The Vanguard Group June 2011 - July 2011
Department of Health and Human Services September 2005 - June 2010
The White House May 2004 - August 2004
Department of Health and Human Services June 2003 - November 2003
Harford County Executive's Office June 2000 - January 2003
Maryland General Assembly January 2001 - April 2001
Harford County Emergency Operations Center June 1997 - August 1999
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
Master of Business Administration
Georgetown University 2006 — 2006
Public Policy Institute
St. Mary's College of Maryland 2001 — 2005
BA, Economics and Political Science
The George Washington University 2003 — 2003
Semester in Washington, Graduate School of Poltical Management
C. Milton Wright High School 1997 — 2001
Diploma, Certificate of Merit
Francis Vincent's Vanguard Experience July 2009 - July 2011
Job
Industry Financial Services
Experience
Cigna December 2013 - Present
The Hartford August 2011 - December 2013
Vanguard July 2009 - July 2011
The Carlyle Group September 2008 - May 2009
Lehman Brothers June 2008 - August 2008
McKinsey & Company September 2004 - July 2007
Education
Georgetown University 2007 — 2009
Lehigh University
Cigna December 2013 - Present
The Hartford August 2011 - December 2013
Vanguard July 2009 - July 2011
The Carlyle Group September 2008 - May 2009
Lehman Brothers June 2008 - August 2008
McKinsey & Company September 2004 - July 2007
Education
Georgetown University 2007 — 2009
Lehigh University
Jennifer Hall's Vanguard Experience September 2008 - Present
Job Investment Consultant, Business Develpoment Group at Vanguard
Industry Financial Services
Experience
Vanguard September 2008 - Present
Virginia Commerce Bank 2007 - 2008
1st Service Bank/ SONA Bank 2005 - 2007
Skills
Series 6, Banking, Customer Service, PowerPoint, Microsoft Word, Microsoft Office, Sales, Management, Series 7, Series 63, Rollover Specialist, Mutual Fund Specialist, Real Estate, Event Planning, Business Development, Sales Management, Investments, Finance
Education
George Mason University 2001 — 2007
Bachelor of Arts (B.A.), Psychology
Langley 1998 — 2001
Vanguard September 2008 - Present
Virginia Commerce Bank 2007 - 2008
1st Service Bank/ SONA Bank 2005 - 2007
Skills
Series 6, Banking, Customer Service, PowerPoint, Microsoft Word, Microsoft Office, Sales, Management, Series 7, Series 63, Rollover Specialist, Mutual Fund Specialist, Real Estate, Event Planning, Business Development, Sales Management, Investments, Finance
Education
George Mason University 2001 — 2007
Bachelor of Arts (B.A.), Psychology
Langley 1998 — 2001
Tina Sacco's Vanguard Experience 1992 - 2002
Job Program Coordinator at Queens University of Charlotte in Haywoth College
Industry Higher Education
Experience
Queens University of Charlotte 2004 - Present
Randstad 2002 - 2004
Vanguard 1992 - 2002
Skills
Program Management
Education
Queens University of Charlotte 2006 — 2006
Organization Communication
Fullerton College
Associates Degree
Queens University of Charlotte 2004 - Present
Randstad 2002 - 2004
Vanguard 1992 - 2002
Skills
Program Management
Education
Queens University of Charlotte 2006 — 2006
Organization Communication
Fullerton College
Associates Degree
Rahul K. Vyas's Vanguard Experience August 2005 - June 2013
Job J.D./LL.M. in Taxation Candidate (2016), Georgetown University Law Center
Industry Legal Services
Experience
Internal Revenue Service June 2015 - August 2015
U.S. Securities and Exchange Commission January 2015 - April 2015
U.S. Securities and Exchange Commission May 2014 - August 2014
Vanguard August 2005 - June 2013
McNeil Nutritionals June 2003 - December 2003
Skills
Financial Analysis, Mutual Funds, Valuation, Investments, Financial Reporting, Finance, Accounting, Bloomberg, Data Analysis, Leadership
Education
Georgetown University Law Center 2015 — 2016
Master of Laws (LL.M.), Taxation
Georgetown University Law Center 2014 — 2016
Doctor of Law (J.D.), Tax Law/Taxation
George Mason University School of Law 2013 — 2014
Law
Penn State University 2001 — 2005
Bachelor of Science (B.S.), Finance
Penn State University 2001 — 2005
Bachelor of Science (B.S.), Economics
Internal Revenue Service June 2015 - August 2015
U.S. Securities and Exchange Commission January 2015 - April 2015
U.S. Securities and Exchange Commission May 2014 - August 2014
Vanguard August 2005 - June 2013
McNeil Nutritionals June 2003 - December 2003
Skills
Financial Analysis, Mutual Funds, Valuation, Investments, Financial Reporting, Finance, Accounting, Bloomberg, Data Analysis, Leadership
Education
Georgetown University Law Center 2015 — 2016
Master of Laws (LL.M.), Taxation
Georgetown University Law Center 2014 — 2016
Doctor of Law (J.D.), Tax Law/Taxation
George Mason University School of Law 2013 — 2014
Law
Penn State University 2001 — 2005
Bachelor of Science (B.S.), Finance
Penn State University 2001 — 2005
Bachelor of Science (B.S.), Economics
Sindhura Akula, CFA's Vanguard Experience May 2012 - August 2012
Job Principal Financial Risk Analyst at EverBank
Industry Financial Services
Experience
EverBank May 2013 - Present
Vanguard May 2012 - August 2012
Sallie Mae January 2009 - May 2011
Sallie Mae July 2004 - December 2008
Congressional Federal Credit Union July 2003 - July 2004
Pact June 2002 - March 2003
Skills
Financial Analysis, Financial Modeling, Valuation, Corporate Finance, Risk Management, Finance, Data Analysis, Credit, Market Research, Banking, Analysis, Financial Services, Credit Risk, Credit Analysis, Bloomberg
Education
University of Florida - Warrington College Of Business 2011 — 2013
MBA, Finance
George Mason University - School of Business 1999 — 2003
Bachelors of Science, Finance
George Mason University 1999 — 2002
Bachelors of Science, Computer Science
EverBank May 2013 - Present
Vanguard May 2012 - August 2012
Sallie Mae January 2009 - May 2011
Sallie Mae July 2004 - December 2008
Congressional Federal Credit Union July 2003 - July 2004
Pact June 2002 - March 2003
Skills
Financial Analysis, Financial Modeling, Valuation, Corporate Finance, Risk Management, Finance, Data Analysis, Credit, Market Research, Banking, Analysis, Financial Services, Credit Risk, Credit Analysis, Bloomberg
Education
University of Florida - Warrington College Of Business 2011 — 2013
MBA, Finance
George Mason University - School of Business 1999 — 2003
Bachelors of Science, Finance
George Mason University 1999 — 2002
Bachelors of Science, Computer Science
David Bleiler's Vanguard Experience March 1999 - October 2006
Job Senior Relationship Manager at Synovus
Industry Outsourcing/Offshoring
Experience
Synovus October 2013 - Present
Strategic Benefits Advisors November 2010 - October 2013
ING Nederland October 2006 - November 2009
ING Nederland 2006 - 2008
Vanguard March 1999 - October 2006
The Summit GroupKing of Prussia, PA May 1995 - March 1999
Benefits January 1995 - May 1995
MetLife May 1992 - December 1994
Skills
401k, ERISA, Retirement, Outsourcing, Defined Contribution, Pensions, Risk Management, Employee Benefits, Management, Process Improvement
Education
University Of Tennessee 1994 — 1994
Post Graduate, Accounting Studies
Georgia State University 1990 — 1993
B.A, Management
Synovus October 2013 - Present
Strategic Benefits Advisors November 2010 - October 2013
ING Nederland October 2006 - November 2009
ING Nederland 2006 - 2008
Vanguard March 1999 - October 2006
The Summit GroupKing of Prussia, PA May 1995 - March 1999
Benefits January 1995 - May 1995
MetLife May 1992 - December 1994
Skills
401k, ERISA, Retirement, Outsourcing, Defined Contribution, Pensions, Risk Management, Employee Benefits, Management, Process Improvement
Education
University Of Tennessee 1994 — 1994
Post Graduate, Accounting Studies
Georgia State University 1990 — 1993
B.A, Management
Joy Fittz's Vanguard Experience October 2003 - December 2004
Job Senior Business Management Specialist at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2013 - Present
TIAA-CREF January 2011 - September 2013
TIAA-CREF January 2008 - December 2010
TIAA-CREF August 2005 - December 2007
Vanguard October 2003 - December 2004
Vanguard October 1999 - October 2003
Skills
Project Management, Management, SQL, Requirements Analysis, Leadership, Training, Finance, Requirements Gathering, Product Development, Business Strategy, Risk Management
Education
Keller Graduate School of Management of DeVry University
Master of Project Management (M.P.M.), Project Management
Pennsylvania State University-Great Valley Graduate Center
Master of Business Administration (M.B.A.), Business Administration and Management, General
Gettysburg College
Bachelor of Arts (B.A.), Accounting and Finance
TIAA-CREF September 2013 - Present
TIAA-CREF January 2011 - September 2013
TIAA-CREF January 2008 - December 2010
TIAA-CREF August 2005 - December 2007
Vanguard October 2003 - December 2004
Vanguard October 1999 - October 2003
Skills
Project Management, Management, SQL, Requirements Analysis, Leadership, Training, Finance, Requirements Gathering, Product Development, Business Strategy, Risk Management
Education
Keller Graduate School of Management of DeVry University
Master of Project Management (M.P.M.), Project Management
Pennsylvania State University-Great Valley Graduate Center
Master of Business Administration (M.B.A.), Business Administration and Management, General
Gettysburg College
Bachelor of Arts (B.A.), Accounting and Finance
Karen Sharp Hogan, QKA's Vanguard Experience October 2012 - Present
Job Project Leader at Vanguard
Industry Financial Services
Experience
Vanguard October 2012 - Present
Vanguard March 1997 - September 2012
Guy Carpenter August 1991 - March 1997
Skills
401k, Retirement, Process Improvement, Project Management, Microsoft Excel, SharePoint
Education
Pennsylvania State University-Great Valley Graduate Center 1996 — 1999
MBA
Gettysburg College 1987 — 1991
BA, Psychology
Vanguard October 2012 - Present
Vanguard March 1997 - September 2012
Guy Carpenter August 1991 - March 1997
Skills
401k, Retirement, Process Improvement, Project Management, Microsoft Excel, SharePoint
Education
Pennsylvania State University-Great Valley Graduate Center 1996 — 1999
MBA
Gettysburg College 1987 — 1991
BA, Psychology
Rebecca Mack's Vanguard Experience October 2011 - Present
Job Financial Professional
Industry Financial Services
Experience
Vanguard October 2011 - Present
Genworth Financial Wealth Management August 2010 - June 2011
Charles Schwab November 2006 - July 2010
Banner Life Insurance 2003 - 2006
Skills
Series 63, Series 7, Asset Allocation, Securities, Asset Management, Financial Services, Retirement
Education
Franklin University 2011 — 2013
B.S., Financial Planning
Vanguard October 2011 - Present
Genworth Financial Wealth Management August 2010 - June 2011
Charles Schwab November 2006 - July 2010
Banner Life Insurance 2003 - 2006
Skills
Series 63, Series 7, Asset Allocation, Securities, Asset Management, Financial Services, Retirement
Education
Franklin University 2011 — 2013
B.S., Financial Planning
Linda Ciarletta's Vanguard Experience February 2008 - Present
Job Retirement Specialist at Vanguard
Industry Financial Services
Experience
Vanguard February 2008 - Present
Education
Northland College 1981 — 1982
Environmental Studies, Biophysical Sciences
Gettysburg College 1978 — 1981
Biology, Pre-Veterinary Studies
Vanguard February 2008 - Present
Education
Northland College 1981 — 1982
Environmental Studies, Biophysical Sciences
Gettysburg College 1978 — 1981
Biology, Pre-Veterinary Studies
Rob Casullo's Vanguard Experience October 2011 - August 2013
Job Summer Associate at Puff & Cockerill, LLC
Industry Law Practice
Experience
Puff & Cockerill, LLC May 2015 - Present
Philadelphia District Attorney's Office May 2014 - August 2014
Vanguard October 2011 - August 2013
Hertrich Toyota Scion February 2010 - September 2011
Skills
Microsoft Excel, Customer Service, Sales, Microsoft Office, Strategic Planning, Microsoft Word, Account Management, Negotiation, Marketing, PowerPoint
Education
Widener University School of Law 2013 — 2016
Doctor of Law (JD)
Widener University School of Law 2013 — 2016
Doctor of Law (J.D.), Law, Second Year
Gettysburg College 2004 — 2008
Bachelor's, Business Management
Puff & Cockerill, LLC May 2015 - Present
Philadelphia District Attorney's Office May 2014 - August 2014
Vanguard October 2011 - August 2013
Hertrich Toyota Scion February 2010 - September 2011
Skills
Microsoft Excel, Customer Service, Sales, Microsoft Office, Strategic Planning, Microsoft Word, Account Management, Negotiation, Marketing, PowerPoint
Education
Widener University School of Law 2013 — 2016
Doctor of Law (JD)
Widener University School of Law 2013 — 2016
Doctor of Law (J.D.), Law, Second Year
Gettysburg College 2004 — 2008
Bachelor's, Business Management
Peter Cordray's Vanguard Experience 1997 - 2000
Job President at Cordray Corporation
Industry Telecommunications
Experience
Cordray Corporation 2004 - Present
Cordray Corporation May 2000 - Present
Vanguard 1997 - 2000
Skills
Strategic Planning, New Business Development, Negotiation, Account Management, Sales Management, Product Management, Product Development, Program Management, Customer Service, Management, Business Development, Business Strategy, Marketing Strategy
Education
Gettysburg College
Bachelor of Science (BS), Biology, General
Cordray Corporation 2004 - Present
Cordray Corporation May 2000 - Present
Vanguard 1997 - 2000
Skills
Strategic Planning, New Business Development, Negotiation, Account Management, Sales Management, Product Management, Product Development, Program Management, Customer Service, Management, Business Development, Business Strategy, Marketing Strategy
Education
Gettysburg College
Bachelor of Science (BS), Biology, General
Megan Knauss's Vanguard Experience August 2014 - Present
Job Project Manager
Industry Computer Software
Experience
Vanguard August 2014 - Present
Vanguard March 2012 - Present
The Vanguard Group July 2009 - March 2012
Skills
Agile Methodologies, CSS, HTML, Java, JavaScript, SQL, XML, JUnit
Education
Gettysburg College 2005 — 2009
BA, Mathematics, Computer Science
Vanguard August 2014 - Present
Vanguard March 2012 - Present
The Vanguard Group July 2009 - March 2012
Skills
Agile Methodologies, CSS, HTML, Java, JavaScript, SQL, XML, JUnit
Education
Gettysburg College 2005 — 2009
BA, Mathematics, Computer Science
Alba Martinez's Vanguard Experience 2008 - Present
Job Principal at Vanguard
Industry Financial Services
Experience
Vanguard 2008 - Present
United Way of Southeastern Pennsylvania 2004 - 2008
Philadelphia Department of Human Services 2000 - 2004
Congreso de Latinos Unidos 1992 - 2000
Community Legal Services 1985 - 1992
Education
Georgetown University Law Center 1982 — 1985
J.D., Law
University of Puerto Rico 1979 — 1982
BA, Humanities
Vanguard 2008 - Present
United Way of Southeastern Pennsylvania 2004 - 2008
Philadelphia Department of Human Services 2000 - 2004
Congreso de Latinos Unidos 1992 - 2000
Community Legal Services 1985 - 1992
Education
Georgetown University Law Center 1982 — 1985
J.D., Law
University of Puerto Rico 1979 — 1982
BA, Humanities
Duran Holton's Vanguard Experience 1996 - 1999
Job Vice President, Managing Director, Relationship Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 1999 - Present
Vanguard 1996 - 1999
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Outlook, Public Speaking, Strategic Planning, Negotiation
Education
George Mason University 1993 — 1995
Master of Arts (M.A.), English Language and Literature/Letters
Hampden-Sydney College 1979 — 1983
Bachelor of Arts (B.A.), English Language and Literature/Letters
Fidelity Investments 1999 - Present
Vanguard 1996 - 1999
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Outlook, Public Speaking, Strategic Planning, Negotiation
Education
George Mason University 1993 — 1995
Master of Arts (M.A.), English Language and Literature/Letters
Hampden-Sydney College 1979 — 1983
Bachelor of Arts (B.A.), English Language and Literature/Letters
Parker Lynch's Vanguard Experience June 2015 - Present
Job Resource Planning Analyst at Vanguard
Industry Investment Management
Experience
Vanguard June 2015 - Present
Vanguard October 2011 - June 2015
Vanguard October 2007 - September 2011
The National Hotel May 2007 - October 2007
Evantine Design May 2004 - May 2007
Skills
Series 63, Series 6, Testing, Microsoft Excel, Quality Center
Education
Immaculata University 2014 — 2017
Master's Degree, Nutrition and Dietetics
Gettysburg College 2003 — 2007
Bachelor of Arts (B.A.), Business Management
Vanguard June 2015 - Present
Vanguard October 2011 - June 2015
Vanguard October 2007 - September 2011
The National Hotel May 2007 - October 2007
Evantine Design May 2004 - May 2007
Skills
Series 63, Series 6, Testing, Microsoft Excel, Quality Center
Education
Immaculata University 2014 — 2017
Master's Degree, Nutrition and Dietetics
Gettysburg College 2003 — 2007
Bachelor of Arts (B.A.), Business Management
Elizabeth Krueger's Vanguard Experience October 2014 - Present
Job Supervisor at Vanguard
Industry Financial Services
Experience
Vanguard October 2014 - Present
Vanguard July 2013 - Present
Vanguard October 2012 - July 2013
Vanguard June 2011 - October 2012
Gettysburg College Management Department August 2008 - May 2011
Firstrust Financial Resources June 2010 - August 2010
Siemens Energy and Automation June 2009 - August 2009
Skills
CRM, Investments, Leadership, Strategic Financial..., Sales, Project Management, Asset Management, Analysis, Series 63
Education
Saint Joseph's University 2014 — 2017
Master of Business Administration (MBA)
Gettysburg College 2007 — 2011
Bachelor of Arts
Ruprecht-Karls-Universität Heidelberg
Vanguard October 2014 - Present
Vanguard July 2013 - Present
Vanguard October 2012 - July 2013
Vanguard June 2011 - October 2012
Gettysburg College Management Department August 2008 - May 2011
Firstrust Financial Resources June 2010 - August 2010
Siemens Energy and Automation June 2009 - August 2009
Skills
CRM, Investments, Leadership, Strategic Financial..., Sales, Project Management, Asset Management, Analysis, Series 63
Education
Saint Joseph's University 2014 — 2017
Master of Business Administration (MBA)
Gettysburg College 2007 — 2011
Bachelor of Arts
Ruprecht-Karls-Universität Heidelberg
Yvonne Quinn's Vanguard Experience January 2001 - July 2005
Job
Industry Insurance
Experience
Vanguard January 2001 - July 2005
Scottsdale Insurance Company March 1999 - May 2000
Pacific International Underwriters, Inc January 1993 - November 1998
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, HTML, Budgets, Negotiation
Education
Georgia State University
Business Administration and Management, General
Washington State University
Business Administration and Management, General
Vanguard January 2001 - July 2005
Scottsdale Insurance Company March 1999 - May 2000
Pacific International Underwriters, Inc January 1993 - November 1998
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, HTML, Budgets, Negotiation
Education
Georgia State University
Business Administration and Management, General
Washington State University
Business Administration and Management, General
Lou Ovnic, CPP's Vanguard Experience January 2011 - September 2014
Job Retired and enjoying time to pursue personal interests and family
Industry Security and Investigations
Experience
Retired and enjoying time to pursue personal interests and family September 2014 - Present
Vanguard January 2011 - September 2014
Day & Zimmerman Security Services February 2010 - September 2010
Regent Partners July 1995 - July 2009
Barton Protective Services April 1994 - July 1995
Barton Protective Services February 1993 - April 1994
Portman Management Company July 1992 - December 1992
United States Army July 1972 - July 1992
Skills
Physical Security, Private Investigations, Corporate Security, Security Management, Security Operations, Security, Executive Protection, Surveillance, Enforcement, Asset Protection, Security Training, Risk Assessment, Security Audits, Criminal Investigations, Emergency Management, Homeland Security, Training, Military, Security Clearance, Vulnerability Assessment, Security Awareness, Investigation, Protection, Risk Management, Crisis Management, Security+, Access Control, Internal Investigations, Fraud, Counterterrorism, Personal Protection, Police, Intelligence, Background Checks, Business Continuity, Criminal Justice, Loss Prevention, Firearms, Workplace Violence, Computer Forensics, CCTV, Tactics, Interrogation, Security Policy, Alarm Systems, Close Protection, Personal Security, Supervisory Skills, Business Continuity..., Operations Management
Education
Gannon University
BA, Psychology
Georgia State University
Masters, Counseling & Psychological Services
Retired and enjoying time to pursue personal interests and family September 2014 - Present
Vanguard January 2011 - September 2014
Day & Zimmerman Security Services February 2010 - September 2010
Regent Partners July 1995 - July 2009
Barton Protective Services April 1994 - July 1995
Barton Protective Services February 1993 - April 1994
Portman Management Company July 1992 - December 1992
United States Army July 1972 - July 1992
Skills
Physical Security, Private Investigations, Corporate Security, Security Management, Security Operations, Security, Executive Protection, Surveillance, Enforcement, Asset Protection, Security Training, Risk Assessment, Security Audits, Criminal Investigations, Emergency Management, Homeland Security, Training, Military, Security Clearance, Vulnerability Assessment, Security Awareness, Investigation, Protection, Risk Management, Crisis Management, Security+, Access Control, Internal Investigations, Fraud, Counterterrorism, Personal Protection, Police, Intelligence, Background Checks, Business Continuity, Criminal Justice, Loss Prevention, Firearms, Workplace Violence, Computer Forensics, CCTV, Tactics, Interrogation, Security Policy, Alarm Systems, Close Protection, Personal Security, Supervisory Skills, Business Continuity..., Operations Management
Education
Gannon University
BA, Psychology
Georgia State University
Masters, Counseling & Psychological Services
Pafug Phan's Vanguard Experience June 2001 - Present
Job Technical Lead at Vanguard
Industry Financial Services
Experience
Vanguard June 2001 - Present
Education
University of Minnesota-Twin Cities 2001 — 2005
Bachelor's degree
Georgia Institute of Technology 1999 — 2001
Bachelor's degree, Computer Science
Vanguard June 2001 - Present
Education
University of Minnesota-Twin Cities 2001 — 2005
Bachelor's degree
Georgia Institute of Technology 1999 — 2001
Bachelor's degree, Computer Science
Austin English's Vanguard Experience October 2007 - Present
Job Integrated Client Services Assoicate at Vanguard
Industry
Experience
Vanguard October 2007 - Present
Education
Georgia Southern University
Economics
Vanguard October 2007 - Present
Education
Georgia Southern University
Economics
Forrest Jacobs's Vanguard Experience July 2012 - Present
Job Developer at Vanguard
Industry Computer Software
Experience
Vanguard July 2012 - Present
Gettysburg College January 2009 - Present
Brazen Careerist May 2011 - May 2011
Skills
Java, Objective-C, SQL, C#, ASP.NET, PHP, JavaScript, jQuery, HTML, C++, C
Education
Gettysburg College 2008 — 2012
BA, Computer Science
Vanguard July 2012 - Present
Gettysburg College January 2009 - Present
Brazen Careerist May 2011 - May 2011
Skills
Java, Objective-C, SQL, C#, ASP.NET, PHP, JavaScript, jQuery, HTML, C++, C
Education
Gettysburg College 2008 — 2012
BA, Computer Science
Alba Martinez's Vanguard Experience May 2008 - Present
Job Executive at Vanguard
Industry Financial Services
Experience
Vanguard May 2008 - Present
United Way of Southeastern Pennsylvania 2004 - 2008
Philadelphia Department of Human Services 2000 - 2004
Congreso de Latinos Unidos 1992 - 2000
Skills
Non-profits, Series 63, Public Relations, Fundraising
Education
Georgetown University Law Center 1982 — 1985
JD
University of Puerto Rico 1979 — 1982
BA, Humanities
Vanguard May 2008 - Present
United Way of Southeastern Pennsylvania 2004 - 2008
Philadelphia Department of Human Services 2000 - 2004
Congreso de Latinos Unidos 1992 - 2000
Skills
Non-profits, Series 63, Public Relations, Fundraising
Education
Georgetown University Law Center 1982 — 1985
JD
University of Puerto Rico 1979 — 1982
BA, Humanities
Claire McCusker's Vanguard Experience June 2015 - Present
Job Head of Retail Personal Advisor Services at Vanguard
Industry Financial Services
Experience
Vanguard June 2015 - Present
Vanguard July 2013 - June 2015
Vanguard May 2009 - June 2013
Vanguard November 2005 - May 2009
Pepper Hamilton LLP September 1996 - September 2005
Dow Lohnes PLLC September 1994 - June 1996
Skills
ERISA, Writing, General Management, Employee Benefits, 401k, Pensions, Retirement, Certified Investment...
Education
Georgetown University Law Center 1990 — 1994
Doctor of Law (J.D.), Law
Georgetown University 1987 — 1988
Master of Arts (M.A.), English Language and Literature/Letters
Regis College 1981 — 1985
Bachelor of Arts (B.A.), English Language and Literature/Letters
Vanguard June 2015 - Present
Vanguard July 2013 - June 2015
Vanguard May 2009 - June 2013
Vanguard November 2005 - May 2009
Pepper Hamilton LLP September 1996 - September 2005
Dow Lohnes PLLC September 1994 - June 1996
Skills
ERISA, Writing, General Management, Employee Benefits, 401k, Pensions, Retirement, Certified Investment...
Education
Georgetown University Law Center 1990 — 1994
Doctor of Law (J.D.), Law
Georgetown University 1987 — 1988
Master of Arts (M.A.), English Language and Literature/Letters
Regis College 1981 — 1985
Bachelor of Arts (B.A.), English Language and Literature/Letters
Kim Schnatz, CFP®'s Vanguard Experience December 2014 - Present
Job at
Industry Financial Services
Experience
Vanguard December 2014 - Present
Vanguard September 2013 - December 2014
Vanguard January 2011 - September 2013
Vanguard August 2006 - December 2010
Skills
Series 63, Retirement Planning, Series 7
Education
Furman University 2002 — 2006
Bachelor of Arts (B.A.), Political Science, Sociology
Vanguard December 2014 - Present
Vanguard September 2013 - December 2014
Vanguard January 2011 - September 2013
Vanguard August 2006 - December 2010
Skills
Series 63, Retirement Planning, Series 7
Education
Furman University 2002 — 2006
Bachelor of Arts (B.A.), Political Science, Sociology
John Slocumb's Vanguard Experience August 2008 - Present
Job Stockbroker at Vanguard
Industry Financial Services
Experience
Vanguard August 2008 - Present
Target June 2007 - June 2008
Wells Fargo August 2006 - June 2007
Skills
Trading, Recharacterizations, Excess Contribution..., All type of Retirement..., Technical Support, Customer Acquisition, Customer Retention, Client Relations Skills, Customer Service, Customer Analysis, Series 7, Series 63, Mutual Funds, Loans, Credit, ETFs, Asset Allocation, Marketing, Relationship Management, Investment Strategies, Securities, Wealth Management, Equity Trading, Bonds, Series 6, Equities, IRAs
Education
Northern Arizona University, College of Business Administration 2003 — 2006
Bachelor of Science (B.S.), Marketing
Gateway Community College 2002 — 2003
Associate's degree, Business Administration and Management, General
Vanguard August 2008 - Present
Target June 2007 - June 2008
Wells Fargo August 2006 - June 2007
Skills
Trading, Recharacterizations, Excess Contribution..., All type of Retirement..., Technical Support, Customer Acquisition, Customer Retention, Client Relations Skills, Customer Service, Customer Analysis, Series 7, Series 63, Mutual Funds, Loans, Credit, ETFs, Asset Allocation, Marketing, Relationship Management, Investment Strategies, Securities, Wealth Management, Equity Trading, Bonds, Series 6, Equities, IRAs
Education
Northern Arizona University, College of Business Administration 2003 — 2006
Bachelor of Science (B.S.), Marketing
Gateway Community College 2002 — 2003
Associate's degree, Business Administration and Management, General
Jocelyn Stark's Vanguard Experience December 1999 - November 2001
Job Registered Representative
Industry Financial Services
Experience
Merrill Edge September 2014 - Present
New York Life Insurance Company June 2013 - April 2014
Medina Law Group April 2012 - November 2012
MRM worldwide February 2011 - November 2011
Jacobsen Associates, Inc. February 2009 - April 2010
Montgomery School September 2005 - August 2008
Vanguard December 1999 - November 2001
Skills
Securities, Mutual Funds, Fixed Income, Financial Advisory, Workflow Management, Data Analysis, Team Leadership
Education
West Chester University of Pennsylvania 2002 — 2004
•PA Professional Personnel Certificate, Elementary Education and Teaching
York College of Pennsylvania 1995 — 1997
Bachelor of Arts (BA), History
Gettysburg College 1993 — 1995
History
Merrill Edge September 2014 - Present
New York Life Insurance Company June 2013 - April 2014
Medina Law Group April 2012 - November 2012
MRM worldwide February 2011 - November 2011
Jacobsen Associates, Inc. February 2009 - April 2010
Montgomery School September 2005 - August 2008
Vanguard December 1999 - November 2001
Skills
Securities, Mutual Funds, Fixed Income, Financial Advisory, Workflow Management, Data Analysis, Team Leadership
Education
West Chester University of Pennsylvania 2002 — 2004
•PA Professional Personnel Certificate, Elementary Education and Teaching
York College of Pennsylvania 1995 — 1997
Bachelor of Arts (BA), History
Gettysburg College 1993 — 1995
History
Erin Palmieri's Vanguard Experience 2011 - 2012
Job Financial Analyst at Grant Thornton LLP
Industry Financial Services
Experience
Grant Thornton LLP May 2015 - Present
Grant Thornton LLP October 2012 - Present
Vanguard 2011 - 2012
First Senior Financial Group September 2010 - August 2011
Skills
Analysis, Financial Modeling, Data Analysis, Management, Microsoft Excel, Trend Analysis, Process Improvement, Financial Reporting, Management Consulting, Cognos, Business Analysis, Financial Analysis, Testing
Education
George Mason University 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General
Penn State University 2005 — 2009
Bachelor of Science (BS), Mathematics
Grant Thornton LLP May 2015 - Present
Grant Thornton LLP October 2012 - Present
Vanguard 2011 - 2012
First Senior Financial Group September 2010 - August 2011
Skills
Analysis, Financial Modeling, Data Analysis, Management, Microsoft Excel, Trend Analysis, Process Improvement, Financial Reporting, Management Consulting, Cognos, Business Analysis, Financial Analysis, Testing
Education
George Mason University 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General
Penn State University 2005 — 2009
Bachelor of Science (BS), Mathematics
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments