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
Vanguard List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Vanguard. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Vanguard Salaries. You can even request information on how much does Vanguard pay if you want to. Learn about salaries, pros and cons of working for Vanguard directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
9,967 Vanguard employees in database. Find out everything there's to know about Vanguard employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Vanguard Employees
Employee
Years
Job
Industry
Candace Mundy Candace Mundy's Vanguard Experience May 2013 - June 2014
Job Analyst at BlackRock
Industry Financial Services
Experience
BlackRock July 2014 - Present
Vanguard May 2013 - June 2014
Sallie Mae May 2011 - May 2013
Skills
Banking, Finance, Financial Analysis, Credit, Loans, Customer Service, Retail Banking, Business Analysis, Credit Cards, Analysis, Call Centers, Process Improvement, Sales, Access, Leadership, Management, Investments, SQL
Education
Wilmington University 2012 — 2015
Howard University 2006 — 2007
BlackRock July 2014 - Present
Vanguard May 2013 - June 2014
Sallie Mae May 2011 - May 2013
Skills
Banking, Finance, Financial Analysis, Credit, Loans, Customer Service, Retail Banking, Business Analysis, Credit Cards, Analysis, Call Centers, Process Improvement, Sales, Access, Leadership, Management, Investments, SQL
Education
Wilmington University 2012 — 2015
Howard University 2006 — 2007
Kendra Johnson's Vanguard Experience October 2000 - May 2007
Job IT Solution Advisor; Small/Medium Business Account Manager; Microsoft Professional; Missionary/Clergy
Industry Information Technology and Services
Experience
First Calvary Church of God In Christ November 2011 - Present
Softmart October 2011 - Present
Softmart July 2007 - Present
Softmart July 2007 - October 2011
Vanguard October 2000 - May 2007
Skills
Solution Selling, Salesforce.com, Account Management, Sales Process, Direct Sales, Enterprise Software, Sales, Cold Calling, Managed Services, Cloud Computing, New Business Development, Channel Partners, Selling, Lead Generation, Team Leadership, Sales Operations, Customer Service, Business Development, Sales Management, B2B, CRM
Education
Harcum College 1998 — 2000
A.S., Business Management / Accounting
Coatesville Area Sr High School 1992 — 1994
High School Diploma, College Prep Courses
First Calvary Church of God In Christ November 2011 - Present
Softmart October 2011 - Present
Softmart July 2007 - Present
Softmart July 2007 - October 2011
Vanguard October 2000 - May 2007
Skills
Solution Selling, Salesforce.com, Account Management, Sales Process, Direct Sales, Enterprise Software, Sales, Cold Calling, Managed Services, Cloud Computing, New Business Development, Channel Partners, Selling, Lead Generation, Team Leadership, Sales Operations, Customer Service, Business Development, Sales Management, B2B, CRM
Education
Harcum College 1998 — 2000
A.S., Business Management / Accounting
Coatesville Area Sr High School 1992 — 1994
High School Diploma, College Prep Courses
Josh Kenyon Josh Kenyon's Vanguard Experience June 2012 - Present
Job Brokerage Associate at Vanguard
Industry Financial Services
Experience
Vanguard June 2012 - Present
High Point University August 2011 - June 2012
Tri-City ValleyCats, Inc. May 2007 - August 2011
Skills
Leadership, Management, Microsoft Excel, PowerPoint, Time Management, Microsoft Word, Public Relations, Customer Service, Event Planning, Public Speaking, Teamwork, Data Analysis, Microsoft Office, Social Networking, Social Media
Education
High Point University 2010 — 2012
Business Finance
Hudson Valley Community College 2008 — 2010
Business Administration, Business
Vanguard June 2012 - Present
High Point University August 2011 - June 2012
Tri-City ValleyCats, Inc. May 2007 - August 2011
Skills
Leadership, Management, Microsoft Excel, PowerPoint, Time Management, Microsoft Word, Public Relations, Customer Service, Event Planning, Public Speaking, Teamwork, Data Analysis, Microsoft Office, Social Networking, Social Media
Education
High Point University 2010 — 2012
Business Finance
Hudson Valley Community College 2008 — 2010
Business Administration, Business
Christina Wingate, CFP® Christina Wingate, CFP®'s Vanguard Experience February 2007 - Present
Job Financial Advisor
Industry Financial Services
Experience
Vanguard February 2007 - Present
Brookwood Home Builders 2005 - 2007
Citiline 2004 - 2005
Allen Tate Realtors 2003 - 2004
Rooms To Go 2001 - 2002
Maggie Valley Properties 1998 - 2001
Skills
Series 63, Series 6, Series 7, 401k, Asset Allocation, IRAs, Financial Services, Retirement Planning, Wealth Management, Series 65
Education
Haywood Community College
Associate of Arts (A.A.), Art/Art Studies, General
University of Phoenix
Bachelor of Science (B.S.), Marketing
Vanguard February 2007 - Present
Brookwood Home Builders 2005 - 2007
Citiline 2004 - 2005
Allen Tate Realtors 2003 - 2004
Rooms To Go 2001 - 2002
Maggie Valley Properties 1998 - 2001
Skills
Series 63, Series 6, Series 7, 401k, Asset Allocation, IRAs, Financial Services, Retirement Planning, Wealth Management, Series 65
Education
Haywood Community College
Associate of Arts (A.A.), Art/Art Studies, General
University of Phoenix
Bachelor of Science (B.S.), Marketing
Christina Owens Christina Owens's Vanguard Experience May 2009 - Present
Job Manager at Vanguard
Industry Financial Services
Experience
Vanguard May 2009 - Present
Vanguard December 2007 - May 2009
Vanguard August 2005 - December 2007
Skills
Relationship Management, Leadership Development, Management, Financial Services, Recruiting, Training, Leadership, Talent Acquisition, Performance Management, Coaching, Process Improvement, Career Counseling, Business Strategy, Program Management, Human Resources, Microsoft Excel
Education
Holy Family University 2012 — 2014
Master of Business Administration (MBA)
Saint Joseph's University 1998 — 2002
Bachelor of Science (BS), Marketing
Vanguard May 2009 - Present
Vanguard December 2007 - May 2009
Vanguard August 2005 - December 2007
Skills
Relationship Management, Leadership Development, Management, Financial Services, Recruiting, Training, Leadership, Talent Acquisition, Performance Management, Coaching, Process Improvement, Career Counseling, Business Strategy, Program Management, Human Resources, Microsoft Excel
Education
Holy Family University 2012 — 2014
Master of Business Administration (MBA)
Saint Joseph's University 1998 — 2002
Bachelor of Science (BS), Marketing
Mathew Kaduvettoor's Vanguard Experience November 2013 - Present
Job
Industry Financial Services
Experience
Vanguard November 2013 - Present
MassMutual Financial Group July 2012 - September 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Strategic Planning, Budgets, Teamwork, Finance, Strategy, Time Management, Sales, Access, Retail, Financial Analysis, Analysis
Education
Hofstra University 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Nyack High School 2006 — 2009
Vanguard November 2013 - Present
MassMutual Financial Group July 2012 - September 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Strategic Planning, Budgets, Teamwork, Finance, Strategy, Time Management, Sales, Access, Retail, Financial Analysis, Analysis
Education
Hofstra University 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Nyack High School 2006 — 2009
Janet Rossi Janet Rossi's Vanguard Experience November 2011 - November 2013
Job Teller
Industry Legal Services
Experience
Arizona State Credit Union January 2015 - Present
FCE 2014 - 2014
Vanguard November 2011 - November 2013
Skills
Excellent customer..., High Level Of..., Microsoft Office, Reliable and..., Professional phone..., Problem Solving, Leadership
Education
Triton College 1976 — 1978
Associate of Arts (AA), General Sales, Merchandising and Related Marketing Operations
Illinois State University 1975 — 1976
none, Art/Art Studies, General
Arizona State Credit Union January 2015 - Present
FCE 2014 - 2014
Vanguard November 2011 - November 2013
Skills
Excellent customer..., High Level Of..., Microsoft Office, Reliable and..., Professional phone..., Problem Solving, Leadership
Education
Triton College 1976 — 1978
Associate of Arts (AA), General Sales, Merchandising and Related Marketing Operations
Illinois State University 1975 — 1976
none, Art/Art Studies, General
Maria Teresa Busch ACC, MSW, SPHR Maria Teresa Busch ACC, MSW, SPHR's Vanguard Experience December 1991 - December 2013
Job Strengthsfinder Expert: I coach leaders to leverage their strengths to maximize their potential.
Industry Professional Training & Coaching
Experience
MTB Solutions January 2014 - Present
International Coach Federation - North America 2013 - Present
Vanguard December 1991 - December 2013
ICF Phoenix July 2011 - June 2012
ICF Phoenix July 2010 - June 2011
Pacific Bell December 1982 - May 1991
Optimist Boy's Home May 1979 - May 1982
Skills
Strengthsfinder, Crucial..., Leadership Development, Workshop Facilitation, Coaching, Training, Leadership, Employee Engagement, Human Resources, Career Development, Employee Relations, Employee Training, Personal Development, Organizational..., Executive Coaching, Public Speaking, Talent Management, Program Management, Team Leadership, Personnel Management, Organizational..., Career Counseling, Event Management
Education
University of Pennsylvania 1977 — 1979
M.S.W., Criminal & Juvenile Justice
University of Pennsylvania 1976 — 1977
B.S., Spanish/Sociology
Immaculata University 1973 — 1975
Spanish/Sociology
100K Coach Academy - IPEC
Coach U
Coaching Credential
MTB Solutions January 2014 - Present
International Coach Federation - North America 2013 - Present
Vanguard December 1991 - December 2013
ICF Phoenix July 2011 - June 2012
ICF Phoenix July 2010 - June 2011
Pacific Bell December 1982 - May 1991
Optimist Boy's Home May 1979 - May 1982
Skills
Strengthsfinder, Crucial..., Leadership Development, Workshop Facilitation, Coaching, Training, Leadership, Employee Engagement, Human Resources, Career Development, Employee Relations, Employee Training, Personal Development, Organizational..., Executive Coaching, Public Speaking, Talent Management, Program Management, Team Leadership, Personnel Management, Organizational..., Career Counseling, Event Management
Education
University of Pennsylvania 1977 — 1979
M.S.W., Criminal & Juvenile Justice
University of Pennsylvania 1976 — 1977
B.S., Spanish/Sociology
Immaculata University 1973 — 1975
Spanish/Sociology
100K Coach Academy - IPEC
Coach U
Coaching Credential
AJ Woodward's Vanguard Experience 2013 - Present
Job Student at Hawaii Pacific University
Industry Management Consulting
Experience
Vanguard 2013 - Present
Golden Eagle Marine Charter Services January 2009 - June 2013
Phoenix Children's Hospital June 2012 - August 2012
Capital Wealth Management January 2007 - August 2007
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Change Management, Strategic Planning, Training, Business Strategy, Coaching, Six Sigma, Analysis, Team Building, Insurance, Program Management, Leadership, Customer Service, Public Speaking, Management, Project Management, Time Management, Marketing Strategy, Strategy, Research, Consulting, Management Consulting, Process Improvement
Education
Hawaii Pacific University 2010 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.7
Hawaii Pacific University 2010 — 2013
Master in Arts of Organizational Change, 4.0
Hawaii Pacific University 2008 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.8
Phoenix College 2006 — 2008
Associate of Arts (A.A.), Business, 3.98
Vanguard 2013 - Present
Golden Eagle Marine Charter Services January 2009 - June 2013
Phoenix Children's Hospital June 2012 - August 2012
Capital Wealth Management January 2007 - August 2007
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Change Management, Strategic Planning, Training, Business Strategy, Coaching, Six Sigma, Analysis, Team Building, Insurance, Program Management, Leadership, Customer Service, Public Speaking, Management, Project Management, Time Management, Marketing Strategy, Strategy, Research, Consulting, Management Consulting, Process Improvement
Education
Hawaii Pacific University 2010 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.7
Hawaii Pacific University 2010 — 2013
Master in Arts of Organizational Change, 4.0
Hawaii Pacific University 2008 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.8
Phoenix College 2006 — 2008
Associate of Arts (A.A.), Business, 3.98
isispeoria aboushusha isispeoria aboushusha's Vanguard Experience June 2005 - August 2005
Job Teacher at Board of Education
Industry Education Management
Experience
NYC Department of Education August 2006 - Present
Teach For America June 2008 - August 2008
Teach For America 2006 - 2008
Vanguard June 2005 - August 2005
Skills
Lesson Planning, Teaching, Curriculum Mapping, Data Analysis, Data Entry, Elementary Education, Middle School, Microsoft Office, Professional..., Teacher Evaluation, Teacher Mentoring, Team Leadership, Classroom Management, Project Planning, Teamwork, Works well individually, Teacher Training, Accurate Record Keeping, Communication Skills, Multi Tasking, Highly Reliable, Highly Ambitious, Highly detail oriented, Always Punctual, Test Preparation, Differentiated..., Online Instruction, Staff Development, Curriculum Design, Tutoring, Curriculum Development, Educational Leadership, Instructional Design, Educational Technology, Higher Education, E-Learning
Education
Pace University 2006 — 2008
Master of Science (M.S.), Education
Howard University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Marketing
NYC Department of Education August 2006 - Present
Teach For America June 2008 - August 2008
Teach For America 2006 - 2008
Vanguard June 2005 - August 2005
Skills
Lesson Planning, Teaching, Curriculum Mapping, Data Analysis, Data Entry, Elementary Education, Middle School, Microsoft Office, Professional..., Teacher Evaluation, Teacher Mentoring, Team Leadership, Classroom Management, Project Planning, Teamwork, Works well individually, Teacher Training, Accurate Record Keeping, Communication Skills, Multi Tasking, Highly Reliable, Highly Ambitious, Highly detail oriented, Always Punctual, Test Preparation, Differentiated..., Online Instruction, Staff Development, Curriculum Design, Tutoring, Curriculum Development, Educational Leadership, Instructional Design, Educational Technology, Higher Education, E-Learning
Education
Pace University 2006 — 2008
Master of Science (M.S.), Education
Howard University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Marketing
Charla Wewers Charla Wewers's Vanguard Experience April 2004 - August 2007
Job Owner at Pampered Pets Patrol
Industry Consumer Services
Experience
Pampered Pets Patrol November 2009 - Present
TD Ameritrade August 2007 - November 2009
TD Ameritrade August 2007 - November 2009
TD Ameritrade August 2007 - November 2007
Vanguard April 2004 - August 2007
Vanguard April 2004 - August 2007
Vanguard April 2004 - August 2007
Vanguard April 2004 - August 2007
Vanguard April 2004 - August 2007
Vanguard April 2004 - August 2007
Skills
Mutual Funds, Securities, Series 63, Series 24, Series 6, Series 7, Professional Pet-Sitter
Education
Henderson State University 1987 — 1991
Henderson State University
Physical Education / Mathematics
Pampered Pets Patrol November 2009 - Present
TD Ameritrade August 2007 - November 2009
TD Ameritrade August 2007 - November 2009
TD Ameritrade August 2007 - November 2007
Vanguard April 2004 - August 2007
Vanguard April 2004 - August 2007
Vanguard April 2004 - August 2007
Vanguard April 2004 - August 2007
Vanguard April 2004 - August 2007
Vanguard April 2004 - August 2007
Skills
Mutual Funds, Securities, Series 63, Series 24, Series 6, Series 7, Professional Pet-Sitter
Education
Henderson State University 1987 — 1991
Henderson State University
Physical Education / Mathematics
Richard Ian Carpenter Richard Ian Carpenter's Vanguard Experience January 2008 - December 2008
Job Economist at Bureau of Labor Statistics
Industry Research
Experience
Bureau of Labor Statistics December 2013 - Present
Lord Fairfax Community College August 2013 - December 2013
N/A November 2012 - December 2013
comScore, Inc. October 2012 - November 2012
IRS - Statistics of Income division January 2009 - September 2012
Vanguard January 2008 - December 2008
United States Marine Corps May 1996 - August 2003
Skills
SQL, Economics, Econometrics, Statistics, Stata, Economic Development, Economic Research, Data Analysis, Data Mining, Macroeconomics, Analysis, International Economics, SAS, Statistical Modeling, Report Writing, Research, Policy, Policy Analysis
Education
The University of North Dakota 2011 — 2014
Applied Economics
Temple University 2005 — 2007
Bachelor of Arts (B.A.), Economics and Political Science, 3.27
Harford Community College 2003 — 2004
Associate of Arts (A.A.), Political Science, 3.64
Roman Catholic HS 1992 — 1996
High School Diploma
Bureau of Labor Statistics December 2013 - Present
Lord Fairfax Community College August 2013 - December 2013
N/A November 2012 - December 2013
comScore, Inc. October 2012 - November 2012
IRS - Statistics of Income division January 2009 - September 2012
Vanguard January 2008 - December 2008
United States Marine Corps May 1996 - August 2003
Skills
SQL, Economics, Econometrics, Statistics, Stata, Economic Development, Economic Research, Data Analysis, Data Mining, Macroeconomics, Analysis, International Economics, SAS, Statistical Modeling, Report Writing, Research, Policy, Policy Analysis
Education
The University of North Dakota 2011 — 2014
Applied Economics
Temple University 2005 — 2007
Bachelor of Arts (B.A.), Economics and Political Science, 3.27
Harford Community College 2003 — 2004
Associate of Arts (A.A.), Political Science, 3.64
Roman Catholic HS 1992 — 1996
High School Diploma
Jeff Desantis Jeff Desantis's Vanguard Experience September 2012 - May 2014
Job Enterprise Project Manager at eMoney Advisor and Assistant coach at Springside Chestnut Hill Academy
Industry Financial Services
Experience
eMoney Advisor May 2014 - Present
Springside Chestnut Hill Academy October 2012 - Present
Vanguard September 2012 - May 2014
Vanguard June 2010 - September 2012
Immaculata University October 2010 - August 2012
Sheraton Great Valley March 2008 - June 2010
Immaculata University January 2008 - September 2008
Skills
Leadership, Project Management, Coaching, Customer Service, Analysis, Team Leadership, Recruiting, Process Improvement, Public Speaking, Sales, Program Management, Social Media, Event Planning
Education
Immaculata University 2006 — 2010
Bachelor of Science, Business Administration, Finance, Entrepreneurship
eMoney Advisor May 2014 - Present
Springside Chestnut Hill Academy October 2012 - Present
Vanguard September 2012 - May 2014
Vanguard June 2010 - September 2012
Immaculata University October 2010 - August 2012
Sheraton Great Valley March 2008 - June 2010
Immaculata University January 2008 - September 2008
Skills
Leadership, Project Management, Coaching, Customer Service, Analysis, Team Leadership, Recruiting, Process Improvement, Public Speaking, Sales, Program Management, Social Media, Event Planning
Education
Immaculata University 2006 — 2010
Bachelor of Science, Business Administration, Finance, Entrepreneurship
Darla Cederberg's Vanguard Experience 2011 - 2012
Job Senior Registered Client Associate
Industry Financial Services
Experience
Wells Fargo Advisors 2013 - 2015
Vanguard 2011 - 2012
Vanguard 2005 - 2011
Vanguard 2005 - 2007
The Templeton Prize for Progress in Religion 2000 - 2001
Skills
Mutual Funds, IRAs, Fixed Annuities, Asset Allocation, ETFs, Finance, 529 Plans, Retirement Planning, 401k, Investment Strategies, 401k Rollovers, Securities, Risk Management, Retirement, Profit Sharing, Separately Managed..., Insurance, Investment Management, Saving for Education, College Savings Plans, Management, Strategic Planning, Leadership, Nonprofits, Customer Service, Public Speaking, Microsoft Excel
Education
Penn State University 2008 — 2010
Master of Business Administration, Finance, General
Immaculata University 2001 — 2004
BA in IT in Business, Business, 3.94
Wells Fargo Advisors 2013 - 2015
Vanguard 2011 - 2012
Vanguard 2005 - 2011
Vanguard 2005 - 2007
The Templeton Prize for Progress in Religion 2000 - 2001
Skills
Mutual Funds, IRAs, Fixed Annuities, Asset Allocation, ETFs, Finance, 529 Plans, Retirement Planning, 401k, Investment Strategies, 401k Rollovers, Securities, Risk Management, Retirement, Profit Sharing, Separately Managed..., Insurance, Investment Management, Saving for Education, College Savings Plans, Management, Strategic Planning, Leadership, Nonprofits, Customer Service, Public Speaking, Microsoft Excel
Education
Penn State University 2008 — 2010
Master of Business Administration, Finance, General
Immaculata University 2001 — 2004
BA in IT in Business, Business, 3.94
Brook Oram Brook Oram's Vanguard Experience June 2014 - Present
Job Sales Analyst Large Retirement Plans at Vanguard
Industry Financial Services
Experience
Vanguard June 2014 - Present
Vanguard January 2013 - June 2014
Vanguard June 2005 - December 2012
Vanguard September 2001 - June 2005
Vanguard February 2000 - September 2001
Skills
Series 63, Mutual Funds, Relationship Management, Investments, Financial Services, Series 6
Education
Hobart College 1995 — 1999
Bachelor of Science (B.S.), Political Science
Hobart College 1995 — 1999
Bachelor of Science (B.S.), History
Vanguard June 2014 - Present
Vanguard January 2013 - June 2014
Vanguard June 2005 - December 2012
Vanguard September 2001 - June 2005
Vanguard February 2000 - September 2001
Skills
Series 63, Mutual Funds, Relationship Management, Investments, Financial Services, Series 6
Education
Hobart College 1995 — 1999
Bachelor of Science (B.S.), Political Science
Hobart College 1995 — 1999
Bachelor of Science (B.S.), History
Christi Carbone, CIR Christi Carbone, CIR's Vanguard Experience June 2015 - Present
Job Senior Recruiter for Vanguard's Internal Audit Services
Industry Staffing and Recruiting
Experience
Vanguard June 2015 - Present
Vanguard August 2013 - June 2015
Aspire Business Consulting, Inc.-Aspire Healthcare Search January 2013 - August 2013
The Carbone Associates August 2012 - December 2012
Executive Health Resources April 2007 - March 2012
General Healthcare Resources April 2006 - April 2007
Skills
Healthcare, Hospitals, Nursing, Permanent Placement, Healthcare Management, Talent Acquisition, Clinical Research, Sourcing, Recruiting, Employee Relations, Emergency Medicine, Critical Care, Technical Recruiting, Boolean Searching, High-volume Recruiting, Hard to Fill Positions, Full-life Cycle..., Client/Hiring Manager..., Corporate Recruiting, AIRS CIR, Social Recruiting
Education
Hershey Medical Center, Pennsylvania State University 1999 — 2001
Pediatric Nursing Internship, Nursing
Lebanon Valley School of Nursing 1998 — 2000
Associate's degree
Vanguard June 2015 - Present
Vanguard August 2013 - June 2015
Aspire Business Consulting, Inc.-Aspire Healthcare Search January 2013 - August 2013
The Carbone Associates August 2012 - December 2012
Executive Health Resources April 2007 - March 2012
General Healthcare Resources April 2006 - April 2007
Skills
Healthcare, Hospitals, Nursing, Permanent Placement, Healthcare Management, Talent Acquisition, Clinical Research, Sourcing, Recruiting, Employee Relations, Emergency Medicine, Critical Care, Technical Recruiting, Boolean Searching, High-volume Recruiting, Hard to Fill Positions, Full-life Cycle..., Client/Hiring Manager..., Corporate Recruiting, AIRS CIR, Social Recruiting
Education
Hershey Medical Center, Pennsylvania State University 1999 — 2001
Pediatric Nursing Internship, Nursing
Lebanon Valley School of Nursing 1998 — 2000
Associate's degree
Ryan Cvrkel Ryan Cvrkel's Vanguard Experience June 2004 - March 2005
Job Vice President, Capital MarketsInstitutional Strategist at Direxion Investments
Industry Financial Services
Experience
Direxion Investments February 2015 - Present
Direxion Investments July 2013 - Present
Russell Investments June 2011 - August 2012
Sentinel Investments January 2008 - December 2010
Sentinel Investments April 2006 - January 2008
Legg Mason April 2005 - April 2006
Vanguard June 2004 - March 2005
Skills
Mutual Funds, Alternative Investments, ETFs, Investments, Investment Strategies, Series 7, Asset Allocation, Series 63, Uniform Combined State..., Salesforce.com, Series 66, Series 3, Asset Management, Bloomberg, Equities, FINRA, Financial Advisory, Hedge Funds, Portfolio Management, Separately Managed..., Trading, Wealth Management
Education
Loyola College in Maryland 2000 — 2004
B.B.A., Business Administration and Management, General
Hogeschool Rotterdam 2003 — 2003
Study Abroad
Direxion Investments February 2015 - Present
Direxion Investments July 2013 - Present
Russell Investments June 2011 - August 2012
Sentinel Investments January 2008 - December 2010
Sentinel Investments April 2006 - January 2008
Legg Mason April 2005 - April 2006
Vanguard June 2004 - March 2005
Skills
Mutual Funds, Alternative Investments, ETFs, Investments, Investment Strategies, Series 7, Asset Allocation, Series 63, Uniform Combined State..., Salesforce.com, Series 66, Series 3, Asset Management, Bloomberg, Equities, FINRA, Financial Advisory, Hedge Funds, Portfolio Management, Separately Managed..., Trading, Wealth Management
Education
Loyola College in Maryland 2000 — 2004
B.B.A., Business Administration and Management, General
Hogeschool Rotterdam 2003 — 2003
Study Abroad
Richard Rehmann's Vanguard Experience June 2008 - February 2010
Job Support Engineer at Invidi Technologies
Industry Banking
Experience
Invidi Technologies January 2014 - Present
NextGen Healthcare Information Systems November 2012 - January 2014
Police and Fire Federal Credit Union November 2011 - November 2012
Maritime Academy Charter School April 2011 - December 2011
Dreamscape Marketing LLC September 2009 - August 2011
Vanguard June 2008 - February 2010
Skills
Troubleshooting, Customer Service, Training, Quality Assurance, Management, Public Speaking, Microsoft SQL Server, Leadership, Customer Satisfaction, Windows, EHR, NextGen, HTML, Microsoft Excel, CRM, Sales, Blogging, Computer Hardware, Copywriting, NCP, SEO copywriting, Sales Management, Social Networking, Internet Recruiting, Recruiting, Coaching, Vendor Management, Linux, Red Hat Linux, SQLWindows, Service Desk Express, EPM, Teaching, Research, Technical Writing, Copy Editing, Computers, Sales Presentations, Classroom Management, Highly motivated..., Social Media, Networking, Account Management
Education
Holy Family University 2009 — 2011
Master of Education (M.Ed.), Secondary Education and Teaching, 3.917
Penn State University 2004 — 2008
Bachelor of Arts (B.A.), English Language and Literature, General, 3.45
Invidi Technologies January 2014 - Present
NextGen Healthcare Information Systems November 2012 - January 2014
Police and Fire Federal Credit Union November 2011 - November 2012
Maritime Academy Charter School April 2011 - December 2011
Dreamscape Marketing LLC September 2009 - August 2011
Vanguard June 2008 - February 2010
Skills
Troubleshooting, Customer Service, Training, Quality Assurance, Management, Public Speaking, Microsoft SQL Server, Leadership, Customer Satisfaction, Windows, EHR, NextGen, HTML, Microsoft Excel, CRM, Sales, Blogging, Computer Hardware, Copywriting, NCP, SEO copywriting, Sales Management, Social Networking, Internet Recruiting, Recruiting, Coaching, Vendor Management, Linux, Red Hat Linux, SQLWindows, Service Desk Express, EPM, Teaching, Research, Technical Writing, Copy Editing, Computers, Sales Presentations, Classroom Management, Highly motivated..., Social Media, Networking, Account Management
Education
Holy Family University 2009 — 2011
Master of Education (M.Ed.), Secondary Education and Teaching, 3.917
Penn State University 2004 — 2008
Bachelor of Arts (B.A.), English Language and Literature, General, 3.45
Christopher Book Christopher Book's Vanguard Experience September 2012 - July 2013
Job Processing Associate at Vanguard
Industry Retail
Experience
Vanguard September 2012 - July 2013
QVC August 2010 - May 2012
DNB First May 2009 - August 2010
Skills
Negotiation, Event Management, Project Management, Technical Writing, Time Management, Organizational..., Communication, Organization, Social Media, Facebook, Event Planning, Marketing Event Planning, Microsoft Word, Microsoft Excel, Microsoft Office, Thompson One, Lotus Notes
Education
Immaculata University 2008 — 2012
Bachelor of Science (B.S.), Business Administration
Twin Valley High School 2004 — 2008
Diploma, n/a
Vanguard September 2012 - July 2013
QVC August 2010 - May 2012
DNB First May 2009 - August 2010
Skills
Negotiation, Event Management, Project Management, Technical Writing, Time Management, Organizational..., Communication, Organization, Social Media, Facebook, Event Planning, Marketing Event Planning, Microsoft Word, Microsoft Excel, Microsoft Office, Thompson One, Lotus Notes
Education
Immaculata University 2008 — 2012
Bachelor of Science (B.S.), Business Administration
Twin Valley High School 2004 — 2008
Diploma, n/a
Scott Nichol Scott Nichol's Vanguard Experience November 1995 - March 1996
Job Consultant at Rovi Corporation
Industry Information Technology and Services
Experience
Rovi Corporation March 2011 - Present
PlusNetMarketing April 2001 - Present
CSN Consulting January 1990 - Present
Triversity October 1999 - March 2001
bigchalk.com April 2000 - December 2000
Harte-Hanks January 2000 - March 2000
Stores Automated Systems, Inc. January 1996 - September 1999
Pep Boys January 1990 - March 1997
Vanguard November 1995 - March 1996
Stores Automated Systems, Inc. October 1985 - December 1989
Skills
Software Development, Microsoft SQL Server, C#, Unix, Java, Scrum, Oracle, Databases, SDLC, Perl, Agile Methodologies, Data Warehousing, JavaScript, MongoDB, SQL, .NET, Integration, T-SQL, Performance Tuning, RabbitMQ, Data Modeling, Python, SOA, SSIS, Database Design, Objective-C, Node.js, System Architecture, Scalable Architecture, AngularJS, Cloud Computing, Microservices
Education
Harvard University 1982 — 1985
M.A., Physics
Princeton University 1978 — 1982
B.A., Physics
Rovi Corporation March 2011 - Present
PlusNetMarketing April 2001 - Present
CSN Consulting January 1990 - Present
Triversity October 1999 - March 2001
bigchalk.com April 2000 - December 2000
Harte-Hanks January 2000 - March 2000
Stores Automated Systems, Inc. January 1996 - September 1999
Pep Boys January 1990 - March 1997
Vanguard November 1995 - March 1996
Stores Automated Systems, Inc. October 1985 - December 1989
Skills
Software Development, Microsoft SQL Server, C#, Unix, Java, Scrum, Oracle, Databases, SDLC, Perl, Agile Methodologies, Data Warehousing, JavaScript, MongoDB, SQL, .NET, Integration, T-SQL, Performance Tuning, RabbitMQ, Data Modeling, Python, SOA, SSIS, Database Design, Objective-C, Node.js, System Architecture, Scalable Architecture, AngularJS, Cloud Computing, Microservices
Education
Harvard University 1982 — 1985
M.A., Physics
Princeton University 1978 — 1982
B.A., Physics
Del Brander IV Del Brander IV's Vanguard Experience February 2012 - Present
Job Communications Analyst at Vanguard
Industry Information Technology and Services
Experience
Vanguard February 2012 - Present
Quaker Valley Foods July 2009 - February 2012
Advantage Management Solutions June 2009 - July 2009
Vantage Learning March 2009 - April 2009
TNS NFO May 2007 - February 2009
D&E Communications July 2005 - December 2005
Skills
DNS, Microsoft Exchange, Networking, Servers, Active Directory, Cisco Technologies, Switches, Routers, Software Documentation, Network Design, Databases, Network Engineering, Windows, System Administration, Microsoft Office, Troubleshooting, Information Technology, Data Analysis, Leadership, Software Installation, Customer Service, Hardware
Education
Holy Family University 2009 — 2012
Bachelor's Degree, Mangagement of Computer Information Services, 3.92 GPA
Vanguard February 2012 - Present
Quaker Valley Foods July 2009 - February 2012
Advantage Management Solutions June 2009 - July 2009
Vantage Learning March 2009 - April 2009
TNS NFO May 2007 - February 2009
D&E Communications July 2005 - December 2005
Skills
DNS, Microsoft Exchange, Networking, Servers, Active Directory, Cisco Technologies, Switches, Routers, Software Documentation, Network Design, Databases, Network Engineering, Windows, System Administration, Microsoft Office, Troubleshooting, Information Technology, Data Analysis, Leadership, Software Installation, Customer Service, Hardware
Education
Holy Family University 2009 — 2012
Bachelor's Degree, Mangagement of Computer Information Services, 3.92 GPA
Sarah Clay's Vanguard Experience January 2012 - September 2012
Job Operations Manager at Velocity Concepts
Industry Financial Services
Experience
Velocity Concepts October 2014 - Present
Velocity Concepts March 2014 - October 2014
Creative Financial Group August 2013 - January 2014
Bankers Life and CasualtyVC December 2012 - July 2013
Vanguard January 2012 - September 2012
Robert Cato & Associates, Inc. July 2003 - December 2011
Skills
Retirement Planning, Insurance, Mutual Funds, Investments, Long-term Care, Risk Management, Finance, Strategic Planning, 401k, Series 63, Series 6, Leadership, Management, Customer Service, Securities, Retirement, Wealth Management, insurance financial...
Education
Immaculata University 2006 — 2010
BA, Financial Management & Organization Dynamics, cum laude
Velocity Concepts October 2014 - Present
Velocity Concepts March 2014 - October 2014
Creative Financial Group August 2013 - January 2014
Bankers Life and CasualtyVC December 2012 - July 2013
Vanguard January 2012 - September 2012
Robert Cato & Associates, Inc. July 2003 - December 2011
Skills
Retirement Planning, Insurance, Mutual Funds, Investments, Long-term Care, Risk Management, Finance, Strategic Planning, 401k, Series 63, Series 6, Leadership, Management, Customer Service, Securities, Retirement, Wealth Management, insurance financial...
Education
Immaculata University 2006 — 2010
BA, Financial Management & Organization Dynamics, cum laude
Simeon Andre Simeon Andre's Vanguard Experience May 2015 - Present
Job MBA Summer Intern at Vanguard
Industry Venture Capital & Private Equity
Experience
Vanguard May 2015 - Present
Deloitte Consulting July 2013 - August 2014
Deloitte Consulting July 2011 - July 2013
State Farm Insurance 2010 - 2010
Skills
Microsoft Office, Project Management, MS Project, Business Analysis, Management Consulting, Data Mining, Public Policy, Process Engineering, Acquisition Integration, Functional Requirements, Strategy, Six Sigma, Supply Chain Management, Business Process..., Business Process..., Data Analysis
Education
University of Maryland - Robert H. Smith School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Howard University 2007 — 2011
Bachelor of Business Administration, Supply Chain Management
Vanguard May 2015 - Present
Deloitte Consulting July 2013 - August 2014
Deloitte Consulting July 2011 - July 2013
State Farm Insurance 2010 - 2010
Skills
Microsoft Office, Project Management, MS Project, Business Analysis, Management Consulting, Data Mining, Public Policy, Process Engineering, Acquisition Integration, Functional Requirements, Strategy, Six Sigma, Supply Chain Management, Business Process..., Business Process..., Data Analysis
Education
University of Maryland - Robert H. Smith School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Howard University 2007 — 2011
Bachelor of Business Administration, Supply Chain Management
Rachel MacElhenney's Vanguard Experience June 2011 - July 2013
Job International economics professional
Industry International Trade and Development
Experience
George Washington University, International Services Office June 2014 - May 2015
2Seeds Network, Inc. January 2014 - November 2014
Vanguard June 2011 - July 2013
Community Music School December 2010 - May 2011
Skills
International Relations, Microsoft Office, Customer Service, Economic Development, Skilled Multi-tasker, Highly detail oriented, Project Management, Organization, Strategic Leadership, College Recruiting, Problem Solving, Salesforce.com, Process Improvement, Microsoft Excel, Research, Stata, Policy Analysis, Leadership, Editing
Education
The George Washington University 2013 — 2015
Master of Arts (MA), International Trade and Investment Policy
Hobart and William Smith Colleges 2006 — 2010
Bachelor of Arts (BA), International Relations and Affairs; European Studies
George Washington University, International Services Office June 2014 - May 2015
2Seeds Network, Inc. January 2014 - November 2014
Vanguard June 2011 - July 2013
Community Music School December 2010 - May 2011
Skills
International Relations, Microsoft Office, Customer Service, Economic Development, Skilled Multi-tasker, Highly detail oriented, Project Management, Organization, Strategic Leadership, College Recruiting, Problem Solving, Salesforce.com, Process Improvement, Microsoft Excel, Research, Stata, Policy Analysis, Leadership, Editing
Education
The George Washington University 2013 — 2015
Master of Arts (MA), International Trade and Investment Policy
Hobart and William Smith Colleges 2006 — 2010
Bachelor of Arts (BA), International Relations and Affairs; European Studies
Nicholas Natale Nicholas Natale's Vanguard Experience May 2012 - August 2012
Job Software Engineer at Lockheed Martin, Student at Pennsylvania State University (Great Valley)
Industry Computer Software
Experience
Lockheed Martin October 2013 - Present
Harrisburg University of Science and Technology September 2012 - April 2013
Harrisburg University of Science and Technology September 2012 - December 2012
Vanguard May 2012 - August 2012
PottsgroveFootball.org March 2010 - May 2012
Montgomery County Community College June 2010 - May 2011
Skills
Microsoft Office, CSS, Communication, Windows 7, Mac OS X, Adobe Creative Suite, VirtualBox, Visual Studio, C#, HTML, HTML5, Java, Dreamweaver, Windows, Web Design, MySQL, PaaS, SharePoint, Prezi, Office 365, PHP, phpMyAdmin, Programming, XML, Editing, HTML 5, Integration, Web Development, SQL, JavaScript, Software Engineering
Education
Penn State University 2013 — 2015
M.Sw.E. - Masters of Software Engineering
Harrisburg University of Science and Technology 2011 — 2013
Bachelors of Science, Computer and Information Sciences - Concentration in Software Engineering and Systems Analysis, 3.89 GPA
Montgomery County Community College 2008 — 2011
Associates of Science, Liberal Studies
Lockheed Martin October 2013 - Present
Harrisburg University of Science and Technology September 2012 - April 2013
Harrisburg University of Science and Technology September 2012 - December 2012
Vanguard May 2012 - August 2012
PottsgroveFootball.org March 2010 - May 2012
Montgomery County Community College June 2010 - May 2011
Skills
Microsoft Office, CSS, Communication, Windows 7, Mac OS X, Adobe Creative Suite, VirtualBox, Visual Studio, C#, HTML, HTML5, Java, Dreamweaver, Windows, Web Design, MySQL, PaaS, SharePoint, Prezi, Office 365, PHP, phpMyAdmin, Programming, XML, Editing, HTML 5, Integration, Web Development, SQL, JavaScript, Software Engineering
Education
Penn State University 2013 — 2015
M.Sw.E. - Masters of Software Engineering
Harrisburg University of Science and Technology 2011 — 2013
Bachelors of Science, Computer and Information Sciences - Concentration in Software Engineering and Systems Analysis, 3.89 GPA
Montgomery County Community College 2008 — 2011
Associates of Science, Liberal Studies
Jonathan L. Gal's Vanguard Experience 1990 - 2015
Job MBA
Industry Financial Services
Experience
Goldman Sachs 2015 - Present
Vanguard 1990 - 2015
Skills
Financial Analysis, Financial Modelling, Financial Risk..., Data Entry, Data Analysis, Statistical Data..., Microsoft Excel, Excel Models, Microsoft Office, Microsoft Word, Google Docs, Google Analytics, Google Webmaster Tools, Data Mining, Statistics, Financial Statements, Stock Trading, Stock Market Analysis, Stock Picking, Computer Maintenance, Smartphones, Investment Research, Business Valuation, Equity Valuation, Enterprise Risk..., Commodity Risk..., Operational Risk..., Microsoft Powerpoint, PowerPoint, Public Speaking, Presentation Skills, General Management, Portfolio Management
Education
FW Olin Graduate School of Business at Babson College 1997 — 1999
Master of Business Administration (MBA), Finance & Entrepreneurship
Harvard University 1985 — 1990
AB, Biology
St. Paul's School 1981 — 1984
High School Diploma
Goldman Sachs 2015 - Present
Vanguard 1990 - 2015
Skills
Financial Analysis, Financial Modelling, Financial Risk..., Data Entry, Data Analysis, Statistical Data..., Microsoft Excel, Excel Models, Microsoft Office, Microsoft Word, Google Docs, Google Analytics, Google Webmaster Tools, Data Mining, Statistics, Financial Statements, Stock Trading, Stock Market Analysis, Stock Picking, Computer Maintenance, Smartphones, Investment Research, Business Valuation, Equity Valuation, Enterprise Risk..., Commodity Risk..., Operational Risk..., Microsoft Powerpoint, PowerPoint, Public Speaking, Presentation Skills, General Management, Portfolio Management
Education
FW Olin Graduate School of Business at Babson College 1997 — 1999
Master of Business Administration (MBA), Finance & Entrepreneurship
Harvard University 1985 — 1990
AB, Biology
St. Paul's School 1981 — 1984
High School Diploma
Cindy (Neskie) Rota, SPHR Cindy (Neskie) Rota, SPHR's Vanguard Experience May 2014 - Present
Job Experienced professional with specialties in Coaching, Training and Leadership Development
Industry Financial Services
Experience
Vanguard May 2014 - Present
Vanguard February 2012 - May 2014
Vanguard October 2008 - February 2012
Vanguard June 2007 - October 2008
Vanguard November 2002 - June 2007
Vanguard June 2000 - November 2002
Vanguard December 1998 - September 2000
Vanguard May 1998 - December 1998
Vanguard April 1996 - May 1998
Vanguard September 1991 - March 1993
Skills
Human Resources, Performance Consulting, Onboarding, Talent Management, Employee Engagement, Talent Acquisition, Performance Management, Leadership Development, Applicant Tracking..., Employee Training, Leadership, Recruiting, Interviews, CRM, Training, Project Management, Financial Services, Management, Process Improvement, Strategic Planning, Relationship Management, Risk Management, Coaching
Education
Immaculata University
Bachelor's Degree, Human Performance Management
Villanova University 2008 — 2008
SPHR, Human Resources
Coach University
Coach University
Temple University
Vanguard May 2014 - Present
Vanguard February 2012 - May 2014
Vanguard October 2008 - February 2012
Vanguard June 2007 - October 2008
Vanguard November 2002 - June 2007
Vanguard June 2000 - November 2002
Vanguard December 1998 - September 2000
Vanguard May 1998 - December 1998
Vanguard April 1996 - May 1998
Vanguard September 1991 - March 1993
Skills
Human Resources, Performance Consulting, Onboarding, Talent Management, Employee Engagement, Talent Acquisition, Performance Management, Leadership Development, Applicant Tracking..., Employee Training, Leadership, Recruiting, Interviews, CRM, Training, Project Management, Financial Services, Management, Process Improvement, Strategic Planning, Relationship Management, Risk Management, Coaching
Education
Immaculata University
Bachelor's Degree, Human Performance Management
Villanova University 2008 — 2008
SPHR, Human Resources
Coach University
Coach University
Temple University
Devon Kirk's Vanguard Experience 2000 - 2007
Job Skin Care Change Agent who owns Devon Esthetique in Chadds Ford, PA
Industry Health, Wellness and Fitness
Experience
Devon Esthetique January 2010 - Present
Covet Spa November 2007 - December 2009
Vanguard 2000 - 2007
Chase 2000 - 2003
Skills
Skin Care, Cosmetics, Public Speaking
Education
Immaculata University 2003 — 2005
BA, IT in Business
Berkeley Computer Training
Certification, Web Development and Mastering
Esthe-Tec
Masters Certification, Advanced Esthetics
Murad Post Graduate Continuing Education Studies
Certification, Alpha Hydroxy Acids for the Skin
Temple University
Certification, Professional Meeting Planning
Women's Business Development Center
Certification, Fast Track New Venture Program for Small Business
Devon Esthetique January 2010 - Present
Covet Spa November 2007 - December 2009
Vanguard 2000 - 2007
Chase 2000 - 2003
Skills
Skin Care, Cosmetics, Public Speaking
Education
Immaculata University 2003 — 2005
BA, IT in Business
Berkeley Computer Training
Certification, Web Development and Mastering
Esthe-Tec
Masters Certification, Advanced Esthetics
Murad Post Graduate Continuing Education Studies
Certification, Alpha Hydroxy Acids for the Skin
Temple University
Certification, Professional Meeting Planning
Women's Business Development Center
Certification, Fast Track New Venture Program for Small Business
Brett Melton's Vanguard Experience August 2013 - August 2014
Job Financial Adviser with Merrill Lynch
Industry Accounting
Experience
Merrill Lynch August 2014 - Present
Vanguard August 2013 - August 2014
Marlin Business Services Corp April 2012 - August 2013
Fastenal January 2012 - November 2012
Fastenal November 2011 - October 2012
Skills
Outside Sales, Sales Operations, Sales Process, Cold Calling, Account Management, Sales, Sales Management, Direct Sales, Pricing, New Business Development, Salesforce.com, B2B, Sales Presentations, Solution Selling, Selling, Forecasting, Customer Service, Key Account Management, Business Development, CRM, Inside Sales
Education
Holy Family University 2012 — 2013
Master of Business Administration (M.B.A.), Finance, General
Widener University 2008 — 2011
Bachelor of Business Administration (B.B.A.), International Business, 3.0
Merrill Lynch August 2014 - Present
Vanguard August 2013 - August 2014
Marlin Business Services Corp April 2012 - August 2013
Fastenal January 2012 - November 2012
Fastenal November 2011 - October 2012
Skills
Outside Sales, Sales Operations, Sales Process, Cold Calling, Account Management, Sales, Sales Management, Direct Sales, Pricing, New Business Development, Salesforce.com, B2B, Sales Presentations, Solution Selling, Selling, Forecasting, Customer Service, Key Account Management, Business Development, CRM, Inside Sales
Education
Holy Family University 2012 — 2013
Master of Business Administration (M.B.A.), Finance, General
Widener University 2008 — 2011
Bachelor of Business Administration (B.B.A.), International Business, 3.0
Emily Pearl Emily Pearl's Vanguard Experience May 2015 - August 2015
Job B.S. Candidate in Actuarial Science
Industry Financial Services
Experience
High Point University August 2014 - Present
High Point University April 2013 - Present
Vanguard May 2015 - August 2015
High Point University January 2013 - May 2013
Skills
Microsoft Office, Creative Strategy, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Project Management, Leadership, Mathematics, Mathematical Analysis, Computer Proficiency, Academic Tutoring, Project Portfolio..., Matlab, Time Management, Production Management, Public Relations, Hospitality, Event Management, C, C++, Retail Sales, Sales Operations, Stock Market, Stock Trading, Financial Analysis, Data Analysis, Communication
Education
High Point University 2012 — 2016
Bachelor of Science (B.S.), Actuarial Science
Pope John Paul II High School 2008 — 2012
High Point University August 2014 - Present
High Point University April 2013 - Present
Vanguard May 2015 - August 2015
High Point University January 2013 - May 2013
Skills
Microsoft Office, Creative Strategy, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Project Management, Leadership, Mathematics, Mathematical Analysis, Computer Proficiency, Academic Tutoring, Project Portfolio..., Matlab, Time Management, Production Management, Public Relations, Hospitality, Event Management, C, C++, Retail Sales, Sales Operations, Stock Market, Stock Trading, Financial Analysis, Data Analysis, Communication
Education
High Point University 2012 — 2016
Bachelor of Science (B.S.), Actuarial Science
Pope John Paul II High School 2008 — 2012
Chris Hartson Chris Hartson's Vanguard Experience November 1997 - March 2008
Job Job Search Specialist at Veterans Adimistration at Coatesville Medical Center
Industry Human Resources
Experience
Veterans Adimistration at Coatesville Medical Center January 2013 - Present
Vanguard November 1997 - March 2008
US Army November 1984 - October 1996
Skills
Human Resources, Supervisory Skills, Project Management, Logistics Management, Resume Writing, Interviewing Skills, Interview Preparation, Military, Leadership, Team Building, Organizational..., Military Experience, Personnel Management, Process Improvement, Operational Planning
Education
Immaculata University 2000 — 2002
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General, 3.69 GPA
Hawaii Pacific University 1991 — 1994
Associate's degree, Supervisor Leadership
Veterans Adimistration at Coatesville Medical Center January 2013 - Present
Vanguard November 1997 - March 2008
US Army November 1984 - October 1996
Skills
Human Resources, Supervisory Skills, Project Management, Logistics Management, Resume Writing, Interviewing Skills, Interview Preparation, Military, Leadership, Team Building, Organizational..., Military Experience, Personnel Management, Process Improvement, Operational Planning
Education
Immaculata University 2000 — 2002
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General, 3.69 GPA
Hawaii Pacific University 1991 — 1994
Associate's degree, Supervisor Leadership
David Downer David Downer's Vanguard Experience 1990 - 1993
Job Retired at Home
Industry Financial Services
Experience
Home July 2014 - Present
Ameriprise Financial Services, Inc. 1998 - July 2014
Johnson Controls 1993 - 1998
Vanguard 1990 - 1993
Swarthmore College 1988 - 1990
Skills
Series 7, Retirement Planning, Investments, Retirement, Public Speaking
Education
University of Oklahoma 1970 — 1973
MA, Public Administration
Harvard University 1959 — 1963
BA, Architectural Sciences
Home July 2014 - Present
Ameriprise Financial Services, Inc. 1998 - July 2014
Johnson Controls 1993 - 1998
Vanguard 1990 - 1993
Swarthmore College 1988 - 1990
Skills
Series 7, Retirement Planning, Investments, Retirement, Public Speaking
Education
University of Oklahoma 1970 — 1973
MA, Public Administration
Harvard University 1959 — 1963
BA, Architectural Sciences
Julie Ta Julie Ta's Vanguard Experience May 2015 - August 2015
Job IT College to Corporate Intern at Vanguard
Industry Computer Software
Experience
Haverford College Libraries January 2015 - Present
Vanguard May 2015 - August 2015
Haverford College May 2014 - May 2015
Bryn Mawr Medical Specialists Association June 2013 - August 2013
Skills
Java, Python, HTML, CSS, Agile Methodologies, JUnit, Django, Twitter Bootstrap, Command Line, Web Development, XML, Android Development, Scala, Git, Subversion, Cucumber, SonarQube, Javascript, Microsoft Office
Education
Haverford College 2012 — 2016
Bachelor's Degree, Computer Science
Haverford College Libraries January 2015 - Present
Vanguard May 2015 - August 2015
Haverford College May 2014 - May 2015
Bryn Mawr Medical Specialists Association June 2013 - August 2013
Skills
Java, Python, HTML, CSS, Agile Methodologies, JUnit, Django, Twitter Bootstrap, Command Line, Web Development, XML, Android Development, Scala, Git, Subversion, Cucumber, SonarQube, Javascript, Microsoft Office
Education
Haverford College 2012 — 2016
Bachelor's Degree, Computer Science
Carol Jobe Carol Jobe's Vanguard Experience June 2014 - Present
Job Risk Administrator
Industry Financial Services
Experience
Vanguard June 2014 - Present
Vanguard June 2011 - June 2014
Downingtown Area School District September 2003 - June 2011
General Dynamics October 1982 - April 1990
Skills
Data Analysis, Microsoft Excel, Process Improvement, Risk Management, Data Modeling, TAC BRAWLER air combat...
Education
Howard Payne University 1979 — 1982
Bachelor of Arts (BA), Mathematics
Vanguard June 2014 - Present
Vanguard June 2011 - June 2014
Downingtown Area School District September 2003 - June 2011
General Dynamics October 1982 - April 1990
Skills
Data Analysis, Microsoft Excel, Process Improvement, Risk Management, Data Modeling, TAC BRAWLER air combat...
Education
Howard Payne University 1979 — 1982
Bachelor of Arts (BA), Mathematics
Sandeep S. Chhabra Sandeep S. Chhabra's Vanguard Experience November 2010 - August 2013
Job J.D. Candidate, Harvard Law School
Industry Law Practice
Experience
Committee on Capital Markets Regulation August 2015 - Present
Cravath, Swaine & Moore LLP May 2015 - July 2015
MassMutual Financial Group June 2014 - August 2014
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates May 2014 - June 2014
Vanguard November 2010 - August 2013
Foundation for Law, Justice and Society June 2009 - May 2010
NJ Supreme Court - Advisory Committee on Judicial Conduct June 2008 - August 2008
Skills
Mergers & Acquisitions, Securities, Valuation, Mutual Funds, Alternative Investments, Asset Allocation, Investment Management
Education
Harvard Law School 2013 — 2016
Doctor of Law (J.D.)
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2010
Bachelor of Arts (B.A.), Economics & Political Science, Summa Cum Laude
Committee on Capital Markets Regulation August 2015 - Present
Cravath, Swaine & Moore LLP May 2015 - July 2015
MassMutual Financial Group June 2014 - August 2014
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates May 2014 - June 2014
Vanguard November 2010 - August 2013
Foundation for Law, Justice and Society June 2009 - May 2010
NJ Supreme Court - Advisory Committee on Judicial Conduct June 2008 - August 2008
Skills
Mergers & Acquisitions, Securities, Valuation, Mutual Funds, Alternative Investments, Asset Allocation, Investment Management
Education
Harvard Law School 2013 — 2016
Doctor of Law (J.D.)
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2010
Bachelor of Arts (B.A.), Economics & Political Science, Summa Cum Laude
Justin Wei Justin Wei's Vanguard Experience August 2013 - Present
Job Brokerage Associate at Vanguard
Industry Financial Services
Experience
Vanguard August 2013 - Present
Agora Partnerships January 2012 - Present
Deutsche Bank Securities June 2012 - August 2012
The Amity Foundation June 2011 - August 2011
Dragonfly Forest June 2010 - July 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Social Media, Data Analysis, Research, Stata, Editing, Teaching
Education
Haverford College 2009 — 2013
Bachelor of Arts (B.A.), Economics
North Hollywood High School 2005 — 2009
Vanguard August 2013 - Present
Agora Partnerships January 2012 - Present
Deutsche Bank Securities June 2012 - August 2012
The Amity Foundation June 2011 - August 2011
Dragonfly Forest June 2010 - July 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Social Media, Data Analysis, Research, Stata, Editing, Teaching
Education
Haverford College 2009 — 2013
Bachelor of Arts (B.A.), Economics
North Hollywood High School 2005 — 2009
Mallory Felder Mallory Felder's Vanguard Experience January 2013 - September 2013
Job Business Professional, with Accounting and Financial Backgrounds
Industry Accounting
Experience
Vanguard January 2013 - September 2013
Saint Augustine's University January 2012 - April 2012
Skills
Accounting, Account Management, Financial Reporting, Financial Analysis, Financial Accounting, Microsoft Office, Microsoft Excel, Microsoft Word, QuickBooks, Income Tax, Management, Bookkeeping, Business Strategy
Education
Charleston Southern University 2013 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
Saint Augustine’s University 2010 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
High Point University 2003 — 2006
Computer and Information Sciences and Support Services
Vanguard January 2013 - September 2013
Saint Augustine's University January 2012 - April 2012
Skills
Accounting, Account Management, Financial Reporting, Financial Analysis, Financial Accounting, Microsoft Office, Microsoft Excel, Microsoft Word, QuickBooks, Income Tax, Management, Bookkeeping, Business Strategy
Education
Charleston Southern University 2013 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
Saint Augustine’s University 2010 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
High Point University 2003 — 2006
Computer and Information Sciences and Support Services
Dennis Wozniak, MBA, CPP Dennis Wozniak, MBA, CPP's Vanguard Experience December 2001 - December 2009
Job Independent Consultant
Industry Management Consulting
Experience
Currently Seeking a New Opportunity November 2010 - Present
Securitas February 2014 - Present
Safeguard Security & Communications July 2011 - February 2014
AlliedBarton Security Services December 2009 - December 2010
Vanguard December 2001 - December 2009
SANMINA SCI March 2000 - December 2001
WATSON (SCHEIN) PHARMACEUTICAL January 1997 - March 2000
Skills
Security Management, Physical Security, Emergency Management, Loss Prevention, Investigation, Executive Protection, Security Operations, Business Continuity, Access Control, Investigations, Risk Assessment, Law Enforcement, Workplace Violence, Surveillance, Protection, Risk Mitigation, CCTV, Crisis Management, Security, Asset Protection, Corporate Security, Risk Management, Fraud, Compliance, Policy, Security Training, Interviewing, Supervisory Skills, Interrogation, Auditing, Operations Management, Personal Protection, Customer Service, Security Audits, Internal Investigations, Risk, Fraud Investigations, Risk Analysis, Cpr Certified, Enterprise Risk..., Team Building, Private Investigations, Background Checks, Leadership, Counterterrorism, Organizational..., Sustainability, Criminal Justice, Homeland Security, Police
Education
Illinois Institute of Technology
Masters Degree, Business Administration
St Xavier University
Bachelor of Arts, Criminal Justice
Currently Seeking a New Opportunity November 2010 - Present
Securitas February 2014 - Present
Safeguard Security & Communications July 2011 - February 2014
AlliedBarton Security Services December 2009 - December 2010
Vanguard December 2001 - December 2009
SANMINA SCI March 2000 - December 2001
WATSON (SCHEIN) PHARMACEUTICAL January 1997 - March 2000
Skills
Security Management, Physical Security, Emergency Management, Loss Prevention, Investigation, Executive Protection, Security Operations, Business Continuity, Access Control, Investigations, Risk Assessment, Law Enforcement, Workplace Violence, Surveillance, Protection, Risk Mitigation, CCTV, Crisis Management, Security, Asset Protection, Corporate Security, Risk Management, Fraud, Compliance, Policy, Security Training, Interviewing, Supervisory Skills, Interrogation, Auditing, Operations Management, Personal Protection, Customer Service, Security Audits, Internal Investigations, Risk, Fraud Investigations, Risk Analysis, Cpr Certified, Enterprise Risk..., Team Building, Private Investigations, Background Checks, Leadership, Counterterrorism, Organizational..., Sustainability, Criminal Justice, Homeland Security, Police
Education
Illinois Institute of Technology
Masters Degree, Business Administration
St Xavier University
Bachelor of Arts, Criminal Justice
Brett Danaher Brett Danaher's Vanguard Experience July 2000 - June 2003
Job Visiting Research Professor at the Heinz School at Carnegie Mellon University
Industry Higher Education
Experience
Carnegie Mellon University January 2015 - Present
BBC Worldwide August 2014 - Present
Verance 2012 - Present
Wellesley College August 2010 - Present
IFPI 2011 - 2012
EMI Music August 2009 - December 2010
Carnegie Mellon University July 2009 - July 2010
Vanguard July 2000 - June 2003
Skills
Economics, Stata, Data Analysis, University Teaching, Econometrics, Statistical Modeling, Economic Modeling, Microeconomics, Empirical Research, Intellectual Property, Pricing Strategy, Research, Statistics, Strategy, Business Analytics
Education
Wharton School, University of Pennsylvania 2003 — 2009
Doctor of Philosophy (PhD), Applied Economics
Haverford College 1996 — 2000
Bachelor of Science, Economics
Carnegie Mellon University January 2015 - Present
BBC Worldwide August 2014 - Present
Verance 2012 - Present
Wellesley College August 2010 - Present
IFPI 2011 - 2012
EMI Music August 2009 - December 2010
Carnegie Mellon University July 2009 - July 2010
Vanguard July 2000 - June 2003
Skills
Economics, Stata, Data Analysis, University Teaching, Econometrics, Statistical Modeling, Economic Modeling, Microeconomics, Empirical Research, Intellectual Property, Pricing Strategy, Research, Statistics, Strategy, Business Analytics
Education
Wharton School, University of Pennsylvania 2003 — 2009
Doctor of Philosophy (PhD), Applied Economics
Haverford College 1996 — 2000
Bachelor of Science, Economics
Felicita Schofield's Vanguard Experience August 2010 - Present
Job Project Administrator at Vanguard
Industry Financial Services
Experience
Vanguard August 2010 - Present
Vanguard April 2006 - August 2010
Vanguard July 2004 - April 2006
Vanguard March 1999 - July 2004
MarketingWorks October 1997 - February 1999
Various Schools and Organizations January 1996 - October 1998
Skills
Training, SharePoint, Instructional Design, Project Management, Project Planning, Finance, Program Management, Contingency Planning, Organization, Building Relationships, Management, Leadership, Financial Services, Microsoft Office, Series 63
Education
Holy Family University 1993 — 1996
Master's degree, Education
Temple University 1986 — 1990
Bachelor of Arts (BA), Languages
Quakertown 1983 — 1986
Undergraduate, College Preparatory
Vanguard August 2010 - Present
Vanguard April 2006 - August 2010
Vanguard July 2004 - April 2006
Vanguard March 1999 - July 2004
MarketingWorks October 1997 - February 1999
Various Schools and Organizations January 1996 - October 1998
Skills
Training, SharePoint, Instructional Design, Project Management, Project Planning, Finance, Program Management, Contingency Planning, Organization, Building Relationships, Management, Leadership, Financial Services, Microsoft Office, Series 63
Education
Holy Family University 1993 — 1996
Master's degree, Education
Temple University 1986 — 1990
Bachelor of Arts (BA), Languages
Quakertown 1983 — 1986
Undergraduate, College Preparatory
Jeff Douse, CFA's Vanguard Experience July 2004 - June 2009
Job Investment Banking Professional / Recently Relocated to Houston, TX
Industry Investment Banking
Experience
Leerink Partners LLC January 2015 - April 2015
Leerink Partners June 2011 - December 2014
Barclays Capital June 2010 - August 2010
Vanguard July 2004 - June 2009
Skills
Strategy, Competitive Analysis, Equities, Finance, Leadership, Financial Modeling, Valuation, Bloomberg, Investment Banking
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
Master, Business Administration
IESE Business School - University of Navarra 2010 — 2010
MBA International Exchange Program
Wake Forest University 2000 — 2004
B.S., Analytical Finance
Leerink Partners LLC January 2015 - April 2015
Leerink Partners June 2011 - December 2014
Barclays Capital June 2010 - August 2010
Vanguard July 2004 - June 2009
Skills
Strategy, Competitive Analysis, Equities, Finance, Leadership, Financial Modeling, Valuation, Bloomberg, Investment Banking
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
Master, Business Administration
IESE Business School - University of Navarra 2010 — 2010
MBA International Exchange Program
Wake Forest University 2000 — 2004
B.S., Analytical Finance
Kay Poon's Vanguard Experience July 2014 - Present
Job Loaned Executive at Valley of the Sun United Way
Industry Financial Services
Experience
Valley of the Sun United Way July 2015 - Present
Vanguard July 2014 - Present
Vanguard November 2013 - July 2014
Graniterock April 2012 - June 2012
Natural Medical Solutions January 2012 - March 2012
Social Security Administration July 2010 - September 2010
FireEar, Inc. June 2008 - June 2009
TipMobile October 2008 - December 2008
Skills
Customer Service, Equity Trading, Asset Lead Development, Project Management, Financial Guidance, Training Delivery, Financial Services, Service Recovery, Team Leadership, Investments, ThomsonOne, Bloomberg, Social Media Marketing, Marketing Strategy, Marketing Research, SPSS, R Statistical Software, Adobe Photoshop CS4, Microsoft Office, Basic HTML, PowerPoint
Education
University of California, Santa Cruz 2009 — 2013
Bachelor of Arts (BA), Global Economics
Hong Kong University of Science and Technology - School of Business and Management 2012 — 2013
Valley of the Sun United Way July 2015 - Present
Vanguard July 2014 - Present
Vanguard November 2013 - July 2014
Graniterock April 2012 - June 2012
Natural Medical Solutions January 2012 - March 2012
Social Security Administration July 2010 - September 2010
FireEar, Inc. June 2008 - June 2009
TipMobile October 2008 - December 2008
Skills
Customer Service, Equity Trading, Asset Lead Development, Project Management, Financial Guidance, Training Delivery, Financial Services, Service Recovery, Team Leadership, Investments, ThomsonOne, Bloomberg, Social Media Marketing, Marketing Strategy, Marketing Research, SPSS, R Statistical Software, Adobe Photoshop CS4, Microsoft Office, Basic HTML, PowerPoint
Education
University of California, Santa Cruz 2009 — 2013
Bachelor of Arts (BA), Global Economics
Hong Kong University of Science and Technology - School of Business and Management 2012 — 2013
Jennifer Audrey (Jody Mason) Underwood Jennifer Audrey (Jody Mason) Underwood's Vanguard Experience September 2013 - Present
Job Client Relationship Specialist, Institutional Investors Group, The Vanguard Group
Industry Financial Services
Experience
Vanguard September 2013 - Present
Choice Hotels International March 2013 - September 2013
Keller Williams Integrity First Realty 2009 - May 2013
New Dimensions Research Corporation 2010 - July 2012
Interim Club Management October 2009 - June 2011
Skills
Real Estate, Customer Service, Investment Properties, Leadership, Referrals, Retail, Real Estate Transactions, Commercial Real Estate, Marketing, Strategic Planning, Luxury, Small Business, Communication, Teaching, Series 6, Telephone Manner, Telephone Skills, Series 63, 401k, Computer Proficiency, Microsoft Office, Real Estate Contracts, Digital Photography, MLS Listings, Home Staging, Organization, Public Speaking, Lotus Notes, Teamwork, Social Networking, Social Skills, Residential Additions, Residential Homes, Residential remodeling, Social Sciences, Special Needs, Mother/Grandmother, Raising children/ child..., Fundraising, Volunteering, Volunteer Management, Real Estate Economics, Client Relations
Education
Hobart and William Smith Colleges 1971 — 1976
B.A., Anthropology-Sociology
Vanguard September 2013 - Present
Choice Hotels International March 2013 - September 2013
Keller Williams Integrity First Realty 2009 - May 2013
New Dimensions Research Corporation 2010 - July 2012
Interim Club Management October 2009 - June 2011
Skills
Real Estate, Customer Service, Investment Properties, Leadership, Referrals, Retail, Real Estate Transactions, Commercial Real Estate, Marketing, Strategic Planning, Luxury, Small Business, Communication, Teaching, Series 6, Telephone Manner, Telephone Skills, Series 63, 401k, Computer Proficiency, Microsoft Office, Real Estate Contracts, Digital Photography, MLS Listings, Home Staging, Organization, Public Speaking, Lotus Notes, Teamwork, Social Networking, Social Skills, Residential Additions, Residential Homes, Residential remodeling, Social Sciences, Special Needs, Mother/Grandmother, Raising children/ child..., Fundraising, Volunteering, Volunteer Management, Real Estate Economics, Client Relations
Education
Hobart and William Smith Colleges 1971 — 1976
B.A., Anthropology-Sociology
Angela LaMonaca Angela LaMonaca's Vanguard Experience August 2014 - Present
Job Client Relationship Specialist at Vanguard
Industry Financial Services
Experience
Vanguard August 2014 - Present
Riddle Memorial Hospital May 2011 - July 2014
Alpha Gamma Delta January 2013 - May 2014
High Point University August 2012 - May 2014
High Point University August 2011 - May 2014
High Point University August 2010 - May 2013
Skills
Client Relations, Financial Services, Needs Analysis, Client Education, Investment Advisory, Public Relations, Professional Phone..., QuickBooks, Advertising, PowerPoint, Microsoft Office, Social Networking, Event Planning, Social Media, Microsoft Word, Microsoft Excel, Public Speaking, OSHA, Photoshop, Instagram, Twitter
Education
High Point University 2010 — 2014
Bachelor's degree, Business Administration
Academy of Notre Dame de Namur 2006 — 2010
Vanguard August 2014 - Present
Riddle Memorial Hospital May 2011 - July 2014
Alpha Gamma Delta January 2013 - May 2014
High Point University August 2012 - May 2014
High Point University August 2011 - May 2014
High Point University August 2010 - May 2013
Skills
Client Relations, Financial Services, Needs Analysis, Client Education, Investment Advisory, Public Relations, Professional Phone..., QuickBooks, Advertising, PowerPoint, Microsoft Office, Social Networking, Event Planning, Social Media, Microsoft Word, Microsoft Excel, Public Speaking, OSHA, Photoshop, Instagram, Twitter
Education
High Point University 2010 — 2014
Bachelor's degree, Business Administration
Academy of Notre Dame de Namur 2006 — 2010
Debra Heath Debra Heath's Vanguard Experience March 1983 - April 1986
Job Accomplished IT Professional
Industry Information Technology and Services
Experience
Cerner Corporation and Siemens Healthcare March 2003 - May 2015
Siemens Healthcare and Shared Medical Systems July 1996 - March 2003
Shared Medical Systems (SMS) July 1990 - July 1996
Shared Medical Systems (SMS) July 1986 - July 1990
Vanguard March 1983 - April 1986
Skills
Subject Matter Expert, Revenue Cycle Management, EDI, Data Transmission, FTP, Secure FTP, Microsoft SQL Server, JCL, UNIX, Mainframe, Software Implementation, Software Installation, Product Support, End User Training, Software Quality..., Vendor Relationship..., Customer-focused Service, Solution Focused, Analytical Skills, 837I, 837P, Root Cause Analysis, Process Improvement, Continuous Improvement, Customer Satisfaction, Leadership, Teamwork, Offshore Mentoring, Testing, Documentation, PeopleSoft, Training & Development
Education
Harcum College 1979 — 1981
Fashion Merchandising, Fashion Design
Cerner Corporation and Siemens Healthcare March 2003 - May 2015
Siemens Healthcare and Shared Medical Systems July 1996 - March 2003
Shared Medical Systems (SMS) July 1990 - July 1996
Shared Medical Systems (SMS) July 1986 - July 1990
Vanguard March 1983 - April 1986
Skills
Subject Matter Expert, Revenue Cycle Management, EDI, Data Transmission, FTP, Secure FTP, Microsoft SQL Server, JCL, UNIX, Mainframe, Software Implementation, Software Installation, Product Support, End User Training, Software Quality..., Vendor Relationship..., Customer-focused Service, Solution Focused, Analytical Skills, 837I, 837P, Root Cause Analysis, Process Improvement, Continuous Improvement, Customer Satisfaction, Leadership, Teamwork, Offshore Mentoring, Testing, Documentation, PeopleSoft, Training & Development
Education
Harcum College 1979 — 1981
Fashion Merchandising, Fashion Design
Zaeemul Haque Zaeemul Haque's Vanguard Experience May 2015 - Present
Job DBA
Industry Information Technology and Services
Experience
Vanguard May 2015 - Present
Addon Tech August 2014 - May 2015
ADP (Automatic Data Processing) 2007 - 2014
Skills
Databases, SQL, Oracle, Microsoft SQL Server, SDLC, PL/SQL, Business Intelligence, Requirements Analysis, Unix, Data Warehousing
Education
University of Houston-Clear Lake 1997 — 2001
Bachelor’s Degree, CIS
Harvard University Ext School
Master’s Degree, IMS
Herzing College
Vanguard May 2015 - Present
Addon Tech August 2014 - May 2015
ADP (Automatic Data Processing) 2007 - 2014
Skills
Databases, SQL, Oracle, Microsoft SQL Server, SDLC, PL/SQL, Business Intelligence, Requirements Analysis, Unix, Data Warehousing
Education
University of Houston-Clear Lake 1997 — 2001
Bachelor’s Degree, CIS
Harvard University Ext School
Master’s Degree, IMS
Herzing College
Sebastian Tilson's Vanguard Experience January 2013 - April 2014
Job Research Associate at Federal Reserve Bank of Philadelphia
Industry Capital Markets
Experience
Federal Reserve Bank of Philadelphia April 2014 - Present
Vanguard January 2013 - April 2014
Bryn Mawr College September 2011 - May 2012
Skills
Statistics, Econometrics, Public Speaking, Stata, Finance, Economics, SAS, SQL, R, Microsoft Excel, Analysis, PowerPoint, Statistical Analysis, Predictive Modeling, Machine Learning, Logistic Regression, OLS, Data Visualization, Data Analysis, Research
Education
Haverford College 2009 — 2013
B.A., Mathematics & Economics
Federal Reserve Bank of Philadelphia April 2014 - Present
Vanguard January 2013 - April 2014
Bryn Mawr College September 2011 - May 2012
Skills
Statistics, Econometrics, Public Speaking, Stata, Finance, Economics, SAS, SQL, R, Microsoft Excel, Analysis, PowerPoint, Statistical Analysis, Predictive Modeling, Machine Learning, Logistic Regression, OLS, Data Visualization, Data Analysis, Research
Education
Haverford College 2009 — 2013
B.A., Mathematics & Economics
Anthony Penny Anthony Penny's Vanguard Experience November 2014 - January 2015
Job
Industry Investment Banking
Experience
J.P. Morgan May 2015 - Present
Apple November 2011 - July 2015
Vanguard November 2014 - January 2015
Bank of America July 2013 - January 2014
Delaware River Port Authority June 2008 - August 2010
Skills
Project Management, Corporate Finance &..., Banking & Lending, Risk Management, Finance, Financial Analysis &..., Leadership, Accounting, Management, Microsoft Excel, Strategic Financial..., PowerPoint, Teamwork, Public Speaking, Customer Service
Education
Howard University
Bachelor of Business Administration (BBA), Finance
J.P. Morgan May 2015 - Present
Apple November 2011 - July 2015
Vanguard November 2014 - January 2015
Bank of America July 2013 - January 2014
Delaware River Port Authority June 2008 - August 2010
Skills
Project Management, Corporate Finance &..., Banking & Lending, Risk Management, Finance, Financial Analysis &..., Leadership, Accounting, Management, Microsoft Excel, Strategic Financial..., PowerPoint, Teamwork, Public Speaking, Customer Service
Education
Howard University
Bachelor of Business Administration (BBA), Finance
Matt Hageman Matt Hageman's Vanguard Experience September 2013 - April 2015
Job Investment Advisor Trainee at Financial Engines
Industry Financial Services
Experience
Financial Engines April 2015 - Present
Vanguard September 2013 - April 2015
Illinois State University August 2009 - May 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Finance, Microsoft Word, Customer Service, Series 6, Teamwork
Education
Illinois State University 2009 — 2013
Bachelor of Science (BS), Finance, General
Financial Engines April 2015 - Present
Vanguard September 2013 - April 2015
Illinois State University August 2009 - May 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Finance, Microsoft Word, Customer Service, Series 6, Teamwork
Education
Illinois State University 2009 — 2013
Bachelor of Science (BS), Finance, General
Travis Pierce's Vanguard Experience July 2015 - Present
Job Global Investment Systems Chief of Staff
Industry Computer Software
Experience
Vanguard July 2015 - Present
Vanguard March 2015 - July 2015
Vanguard Australia March 2013 - March 2015
The Vanguard Group June 2011 - March 2013
Hobart and William Smith Colleges September 2007 - June 2011
Greenlink networks 2009 - 2009
Traffic.com May 2008 - August 2008
Traffic.com May 2007 - August 2007
Skills
COBOL, JCL, Java, ActionScript, HTML, JavaScript, DB2, SQL, jQuery, CSS, AJAX, Flash
Education
Hobart and William Smith Colleges 2007 — 2011
bs, computer science
Vanguard July 2015 - Present
Vanguard March 2015 - July 2015
Vanguard Australia March 2013 - March 2015
The Vanguard Group June 2011 - March 2013
Hobart and William Smith Colleges September 2007 - June 2011
Greenlink networks 2009 - 2009
Traffic.com May 2008 - August 2008
Traffic.com May 2007 - August 2007
Skills
COBOL, JCL, Java, ActionScript, HTML, JavaScript, DB2, SQL, jQuery, CSS, AJAX, Flash
Education
Hobart and William Smith Colleges 2007 — 2011
bs, computer science
Sean Buruschkin Sean Buruschkin's Vanguard Experience August 2011 - Present
Job Brokerage Services Associate at Vanguard
Industry Financial Services
Experience
Vanguard August 2011 - Present
Edward Jones June 2009 - November 2009
RBC Capital Markets December 2008 - February 2009
Janney Montgomery Scott December 2007 - February 2008
Skills
Series 7, Series 63, Retirement Planning, Mutual Funds, Estate Planning, Strategic Financial..., Investment Advisory, Wealth Management, Uniform Combined State..., Asset Allocation, Investment Strategies, Securities
Education
Hartwick College 2005 — 2009
BA, Business Administration
Hartwick College
Bachelor's degree, Business Administration and Management, General
Vanguard August 2011 - Present
Edward Jones June 2009 - November 2009
RBC Capital Markets December 2008 - February 2009
Janney Montgomery Scott December 2007 - February 2008
Skills
Series 7, Series 63, Retirement Planning, Mutual Funds, Estate Planning, Strategic Financial..., Investment Advisory, Wealth Management, Uniform Combined State..., Asset Allocation, Investment Strategies, Securities
Education
Hartwick College 2005 — 2009
BA, Business Administration
Hartwick College
Bachelor's degree, Business Administration and Management, General
Tara Etheridge Tara Etheridge's Vanguard Experience March 2010 - July 2011
Job Senior Relationship Manager at American Express
Industry Financial Services
Experience
American Express June 2015 - Present
L'Oréal May 2014 - June 2015
L'Oréal August 2013 - May 2014
L'Oréal June 2012 - August 2012
Vanguard March 2010 - July 2011
Vanguard September 2008 - March 2010
Vanguard July 2007 - September 2008
Skills
Cross-functional Team..., Competitive Analysis, Strategic Planning, Business Strategy, Financial Modeling, Business Development, Product Management, Strategy, Change Management, Management, Marketing Strategy, Analytics, Analysis, Risk Management, Team Leadership, Marketing, Agile Project Management, Product Development, Training
Education
University of Virginia - Darden Graduate School of Business Administration 2011 — 2013
MBA, Brand Management/Strategy/General Management
HEC Paris 2012 — 2012
Master of Business Administration (M.B.A.), MBA International Exchange Program
Morgan State University 2003 — 2007
BS, Business Administration
American Express June 2015 - Present
L'Oréal May 2014 - June 2015
L'Oréal August 2013 - May 2014
L'Oréal June 2012 - August 2012
Vanguard March 2010 - July 2011
Vanguard September 2008 - March 2010
Vanguard July 2007 - September 2008
Skills
Cross-functional Team..., Competitive Analysis, Strategic Planning, Business Strategy, Financial Modeling, Business Development, Product Management, Strategy, Change Management, Management, Marketing Strategy, Analytics, Analysis, Risk Management, Team Leadership, Marketing, Agile Project Management, Product Development, Training
Education
University of Virginia - Darden Graduate School of Business Administration 2011 — 2013
MBA, Brand Management/Strategy/General Management
HEC Paris 2012 — 2012
Master of Business Administration (M.B.A.), MBA International Exchange Program
Morgan State University 2003 — 2007
BS, Business Administration
AJ Lee's Vanguard Experience July 2006 - July 2009
Job Sr. Marketing Manager at Amazon
Industry Internet
Experience
Amazon July 2014 - Present
Amazon June 2013 - August 2013
Target June 2012 - August 2012
White House Initiative on Asian Americans & Pacific Islanders April 2011 - August 2011
Vanguard July 2006 - July 2009
Skills
Public Policy, Project Management, Data Analysis, Leadership, Analysis, Strategy, Management, Entrepreneurship, Public Relations, Sales, Market Research, Fundraising, Nonprofits, Research, Management Consulting, Training, Cross Functional Team..., Project Planning, Digital Marketing, Team Building
Education
Tuck School of Business at Dartmouth 2011 — 2014
MBA
Harvard Kennedy School of Government 2011 — 2014
MPA
University of California, Los Angeles 2009 — 2011
MA
University of Pennsylvania 2002 — 2006
BA
Amazon July 2014 - Present
Amazon June 2013 - August 2013
Target June 2012 - August 2012
White House Initiative on Asian Americans & Pacific Islanders April 2011 - August 2011
Vanguard July 2006 - July 2009
Skills
Public Policy, Project Management, Data Analysis, Leadership, Analysis, Strategy, Management, Entrepreneurship, Public Relations, Sales, Market Research, Fundraising, Nonprofits, Research, Management Consulting, Training, Cross Functional Team..., Project Planning, Digital Marketing, Team Building
Education
Tuck School of Business at Dartmouth 2011 — 2014
MBA
Harvard Kennedy School of Government 2011 — 2014
MPA
University of California, Los Angeles 2009 — 2011
MA
University of Pennsylvania 2002 — 2006
BA
Kathryn Balmer Kathryn Balmer's Vanguard Experience 2015 - Present
Job Client Relationship Associate at Vanguard
Industry Financial Services
Experience
Vanguard 2015 - Present
Haverford College February 2013 - May 2015
Delaware County Juvenile Court in Media, PA May 2013 - August 2013
Philadelphia Legal Assistance May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Writing
Education
Haverford College 2011 — 2015
Bachelor of Arts (B.A.), Political Science with a Peace, Justice, and Human Rights Concentration
Strath Haven High School 2007 — 2011
Vanguard 2015 - Present
Haverford College February 2013 - May 2015
Delaware County Juvenile Court in Media, PA May 2013 - August 2013
Philadelphia Legal Assistance May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Writing
Education
Haverford College 2011 — 2015
Bachelor of Arts (B.A.), Political Science with a Peace, Justice, and Human Rights Concentration
Strath Haven High School 2007 — 2011
Cherlynne Newman Cherlynne Newman's Vanguard Experience January 2012 - Present
Job Defined Benefits Administrator at Vanguard
Industry Financial Services
Experience
Vanguard January 2012 - Present
Rosen Group June 2004 - January 2012
ExxonMobil August 1994 - September 2002
Skills
Project Management, Process Improvement, Microsoft Office, Leadership, Strategic Planning, Employee Benefits, 401k, Access, Risk Management, Analysis, Training
Education
Howard University 1990 — 1994
BBA, Accounting
Vanguard January 2012 - Present
Rosen Group June 2004 - January 2012
ExxonMobil August 1994 - September 2002
Skills
Project Management, Process Improvement, Microsoft Office, Leadership, Strategic Planning, Employee Benefits, 401k, Access, Risk Management, Analysis, Training
Education
Howard University 1990 — 1994
BBA, Accounting
Gregory Lloyd's Vanguard Experience 2000 - Present
Job Gregory Lloyd is a Senior Copywriter/Marketing Specialist at Vanguard
Industry Financial Services
Experience
Vanguard 2000 - Present
ERM Group 1996 - 2000
Skills
Financial Writing, Marketing Strategy, Marketing Communications, Strategic Communications, Digital Copywriting, Leadership, Web Marketing, Mutual Funds, Marketing, Investment Brokerage, Copywriting, Financial Services, Simplifying the Complex, Brand Awareness, Online Marketing, Retirement, Creative Writing, Direct Mail, Social Media, Lotus Notes, Forms Development, Strategy, Brochures, Finance, Writing, Autoresponders, Sales Letters, Conversational Marketing, Electronic..., Video Scripts, Brokerage, Forms Design, Fitness Training, Twitter, SharePoint, French, Event Planning, Investments, Retail Brokerage, Mentoring New Hires, Facebook, Corporate Branding, Web Content, Web Content Management
Education
The American College 2002 — 2003
Master of Science (M.S.), Financial Services
Penn State University 1999 — 2000
Graduate-level study of management practices related to business technology.
Immaculata University
Bachelor of Arts (B.A.), Organization Dynamics
Vanguard 2000 - Present
ERM Group 1996 - 2000
Skills
Financial Writing, Marketing Strategy, Marketing Communications, Strategic Communications, Digital Copywriting, Leadership, Web Marketing, Mutual Funds, Marketing, Investment Brokerage, Copywriting, Financial Services, Simplifying the Complex, Brand Awareness, Online Marketing, Retirement, Creative Writing, Direct Mail, Social Media, Lotus Notes, Forms Development, Strategy, Brochures, Finance, Writing, Autoresponders, Sales Letters, Conversational Marketing, Electronic..., Video Scripts, Brokerage, Forms Design, Fitness Training, Twitter, SharePoint, French, Event Planning, Investments, Retail Brokerage, Mentoring New Hires, Facebook, Corporate Branding, Web Content, Web Content Management
Education
The American College 2002 — 2003
Master of Science (M.S.), Financial Services
Penn State University 1999 — 2000
Graduate-level study of management practices related to business technology.
Immaculata University
Bachelor of Arts (B.A.), Organization Dynamics
Harry Levin's Vanguard Experience July 2014 - Present
Job Technology Leadership Program at Vanguard
Industry Computer Software
Experience
Vanguard July 2014 - Present
Pre-Law Society September 2012 - May 2014
Haverford College May 2013 - August 2013
Students' Council September 2012 - May 2013
Senator Ben Cardin June 2012 - August 2012
Haverford College May 2012 - June 2012
2nd Avenue May 2011 - August 2011
Skills
Python, C++, HTML, JavaScript, Java, Scheme, Android Development, OS X, PHP, Drupal, CSS, Microsoft Excel, Microsoft Word, PowerPoint, SharePoint, Unix
Education
Haverford College 2010 — 2014
Bachelor of Arts, Computer Science, Political Science
Haverford College 2010 — 2014
Vanguard July 2014 - Present
Pre-Law Society September 2012 - May 2014
Haverford College May 2013 - August 2013
Students' Council September 2012 - May 2013
Senator Ben Cardin June 2012 - August 2012
Haverford College May 2012 - June 2012
2nd Avenue May 2011 - August 2011
Skills
Python, C++, HTML, JavaScript, Java, Scheme, Android Development, OS X, PHP, Drupal, CSS, Microsoft Excel, Microsoft Word, PowerPoint, SharePoint, Unix
Education
Haverford College 2010 — 2014
Bachelor of Arts, Computer Science, Political Science
Haverford College 2010 — 2014
Amy Denny's Vanguard Experience 2014 - 2015
Job Economist II
Industry Government Administration
Experience
Arizona Department of Revenue 2015 - Present
Vanguard 2014 - 2015
Idaho State University August 2010 - May 2014
Charitable Organization October 2010 - October 2012
Dewight Lee Agency, American Family Insurance 2008 - 2009
Austin Ear, Nose, and Throat Clinic 2006 - 2007
Air Force 319th Security Forces Squadron 2002 - 2005
Vision Health, Dr. Rick Baxter 2001 - 2002
Moore Eyecare, Dr. Micheal Moore 1998 - 2000
Skills
Customer Service, Process Scheduler, Research, Public Speaking, Data Analysis, Microsoft Excel, Econometrics, Statistical Data..., Mini Tab, E-Views, Economics, Finance, Management, Report Writing, Communication, Employee Training, Critical Thinking, Program Management, Teamwork, Eviews, Minitab, PowerPoint, Leadership, Microsoft Word, Series 63, Microsoft Office, Social Media, Series 7, Team Building
Education
Idaho State University 2010 — 2014
Bachelor of Arts (BA), In both Applied Economics and Philosophy, 3.92 Overall G.P.A.
Arizona Department of Revenue 2015 - Present
Vanguard 2014 - 2015
Idaho State University August 2010 - May 2014
Charitable Organization October 2010 - October 2012
Dewight Lee Agency, American Family Insurance 2008 - 2009
Austin Ear, Nose, and Throat Clinic 2006 - 2007
Air Force 319th Security Forces Squadron 2002 - 2005
Vision Health, Dr. Rick Baxter 2001 - 2002
Moore Eyecare, Dr. Micheal Moore 1998 - 2000
Skills
Customer Service, Process Scheduler, Research, Public Speaking, Data Analysis, Microsoft Excel, Econometrics, Statistical Data..., Mini Tab, E-Views, Economics, Finance, Management, Report Writing, Communication, Employee Training, Critical Thinking, Program Management, Teamwork, Eviews, Minitab, PowerPoint, Leadership, Microsoft Word, Series 63, Microsoft Office, Social Media, Series 7, Team Building
Education
Idaho State University 2010 — 2014
Bachelor of Arts (BA), In both Applied Economics and Philosophy, 3.92 Overall G.P.A.
Lia Baggao, AIF®'s Vanguard Experience October 2011 - January 2013
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2015 - Present
Stonegate Financial Group April 2014 - January 2015
Miller Russell Associates January 2013 - March 2014
Vanguard October 2011 - January 2013
Vanguard July 2010 - September 2011
Vanguard May 2009 - July 2009
Dodge & Cox June 2008 - August 2008
Parnassus Investments June 2007 - August 2007
Skills
Spanish, Excel, French, Word, Microsoft Office, PowerPoint
Education
UCLA Extension 2014 — 2015
Certificate in Personal Financial Planning
Harvard University 2006 — 2010
B.A., Psychology, Spanish
Merrill Lynch February 2015 - Present
Stonegate Financial Group April 2014 - January 2015
Miller Russell Associates January 2013 - March 2014
Vanguard October 2011 - January 2013
Vanguard July 2010 - September 2011
Vanguard May 2009 - July 2009
Dodge & Cox June 2008 - August 2008
Parnassus Investments June 2007 - August 2007
Skills
Spanish, Excel, French, Word, Microsoft Office, PowerPoint
Education
UCLA Extension 2014 — 2015
Certificate in Personal Financial Planning
Harvard University 2006 — 2010
B.A., Psychology, Spanish
Betsy Grossman Betsy Grossman's Vanguard Experience 2003 - 2005
Job Professional
Industry Design
Experience
Boenning & Scattergood, Inc. 2007 - 2008
Vanguard 2003 - 2005
The Perfect SetUp, Inc 2002 - 2004
optionsXpress 2000 - 2002
William Blair & Company 1996 - 2001
Skills
Customer Service, Entrepreneurship, Event Planning, Public Speaking, Teaching, Event Management, Coaching, Training, Leadership, Microsoft Office, Research, Electronic Trading, Options, Creative Problem Solving, Qualified Retirement..., Broker-Dealer, Broker-Dealer Operations, PowerPoint, Coordinating Events, Microsoft Excel, Web Design
Education
Harcum College 2014 — 2017
Interior Design
Loyola University of Chicago 1996 — 2001
Finance, General
Boenning & Scattergood, Inc. 2007 - 2008
Vanguard 2003 - 2005
The Perfect SetUp, Inc 2002 - 2004
optionsXpress 2000 - 2002
William Blair & Company 1996 - 2001
Skills
Customer Service, Entrepreneurship, Event Planning, Public Speaking, Teaching, Event Management, Coaching, Training, Leadership, Microsoft Office, Research, Electronic Trading, Options, Creative Problem Solving, Qualified Retirement..., Broker-Dealer, Broker-Dealer Operations, PowerPoint, Coordinating Events, Microsoft Excel, Web Design
Education
Harcum College 2014 — 2017
Interior Design
Loyola University of Chicago 1996 — 2001
Finance, General
DuWan Alan Smith, MBA's Vanguard Experience July 2010 - September 2011
Job Experienced Wealth Management Professional
Industry Investment Management
Experience
PNC Wealth Management April 2012 - Present
Financial Literacy Solutions, Inc. September 2011 - Present
Vanguard July 2010 - September 2011
Kelley School of Business August 2008 - September 2010
Bank of America August 2005 - July 2008
Wachovia Bank January 1997 - August 2005
Skills
Portfolio Management, Strategic Financial..., Cash Management, Wealth Management, Credit Analysis, Private Banking, Retirement Planning, Investment Management, Investments, Project Management, Financial Modeling, Management, Financial Analysis, Banking, Business Development, Finance
Education
Queens University of Charlotte 2011 — 2012
Certified Financial Planner (CFP)
Hong Kong University of Science and Technology - School of Business and Management 2010 — 2010
MBA, International Business
Indiana University - Kelley School of Business 2008 — 2010
MBA, Marketing
University of North Carolina at Charlotte 1994 — 1998
Bachelor of Science
PNC Wealth Management April 2012 - Present
Financial Literacy Solutions, Inc. September 2011 - Present
Vanguard July 2010 - September 2011
Kelley School of Business August 2008 - September 2010
Bank of America August 2005 - July 2008
Wachovia Bank January 1997 - August 2005
Skills
Portfolio Management, Strategic Financial..., Cash Management, Wealth Management, Credit Analysis, Private Banking, Retirement Planning, Investment Management, Investments, Project Management, Financial Modeling, Management, Financial Analysis, Banking, Business Development, Finance
Education
Queens University of Charlotte 2011 — 2012
Certified Financial Planner (CFP)
Hong Kong University of Science and Technology - School of Business and Management 2010 — 2010
MBA, International Business
Indiana University - Kelley School of Business 2008 — 2010
MBA, Marketing
University of North Carolina at Charlotte 1994 — 1998
Bachelor of Science
Stefan Carouge Stefan Carouge's Vanguard Experience January 2013 - March 2013
Job Sales Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2013 - Present
Vanguard January 2013 - March 2013
Vanguard June 2012 - January 2013
Mizuho Securities USA Inc. June 2011 - August 2011
Education
Hobart and William Smith Colleges 2008 — 2012
Bachelor of Arts (B.A.), Economics
The Hill School 2005 — 2008
Morgan Stanley April 2013 - Present
Vanguard January 2013 - March 2013
Vanguard June 2012 - January 2013
Mizuho Securities USA Inc. June 2011 - August 2011
Education
Hobart and William Smith Colleges 2008 — 2012
Bachelor of Arts (B.A.), Economics
The Hill School 2005 — 2008
Gregory Cuneen Gregory Cuneen's Vanguard Experience December 1990 - Present
Job IT Line Manager at Vanguard
Industry Financial Services
Experience
Vanguard December 1990 - Present
Computer Task Group January 1989 - December 1990
Shared Medical Systems February 1987 - December 1988
Skills
Agile Project Management, Requirements Gathering, MS Project, Visio, Requirements Analysis, Disaster Recovery, Project Portfolio..., Risk Management, IT Management, Project Delivery, PMO, Project Management, COBOL, Data Modeling, Change Management, Business Process..., IT Strategy, Cross-functional Team..., CICS, TSO, JCL, ITIL, Agile Methodologies, DB2, SQL, Microsoft Project
Education
The George Washington University 2000 — 2000
Master's Certificate, Project Management
Hofstra University 1982 — 1986
BS, Computer Science
Vanguard December 1990 - Present
Computer Task Group January 1989 - December 1990
Shared Medical Systems February 1987 - December 1988
Skills
Agile Project Management, Requirements Gathering, MS Project, Visio, Requirements Analysis, Disaster Recovery, Project Portfolio..., Risk Management, IT Management, Project Delivery, PMO, Project Management, COBOL, Data Modeling, Change Management, Business Process..., IT Strategy, Cross-functional Team..., CICS, TSO, JCL, ITIL, Agile Methodologies, DB2, SQL, Microsoft Project
Education
The George Washington University 2000 — 2000
Master's Certificate, Project Management
Hofstra University 1982 — 1986
BS, Computer Science
Andrew Clarke, CFA's Vanguard Experience 1997 - Present
Job Corporate Communications, Principal
Industry Financial Services
Experience
Vanguard 1997 - Present
Association of National Advertisers 2014 - 2014
Morningstar 1992 - 1997
Skills
Writing, Editing, Corporate Communications, Social Media, Marketing Communications, Strategic Communications, Internal Communications, Investments, Web Content, Market Research, Content Strategy, Content Management, Mutual Funds, Asset Allocation, ETFs, Investment Management, Newsletters, Financial Services, Asset Management, Securities, Finance, Financial Modeling, Financial Analysis
Education
West Chester University of Pennsylvania 2012 — 2015
Master’s Degree, Applied Statistics
Haverford College 1987 — 1991
B.A., English Language and Literature/Letters
Croton Harmon High School
University of Pennsylvania - The Wharton School
Executive Education: Strategic Marketing
Vanguard 1997 - Present
Association of National Advertisers 2014 - 2014
Morningstar 1992 - 1997
Skills
Writing, Editing, Corporate Communications, Social Media, Marketing Communications, Strategic Communications, Internal Communications, Investments, Web Content, Market Research, Content Strategy, Content Management, Mutual Funds, Asset Allocation, ETFs, Investment Management, Newsletters, Financial Services, Asset Management, Securities, Finance, Financial Modeling, Financial Analysis
Education
West Chester University of Pennsylvania 2012 — 2015
Master’s Degree, Applied Statistics
Haverford College 1987 — 1991
B.A., English Language and Literature/Letters
Croton Harmon High School
University of Pennsylvania - The Wharton School
Executive Education: Strategic Marketing
Amy Groff Amy Groff's Vanguard Experience May 2014 - Present
Job Client Focused Investment Consultant
Industry Financial Services
Experience
Vanguard May 2014 - Present
The Bryn Mawr Trust Company January 2013 - April 2014
The Bryn Mawr Trust Company December 2004 - January 2013
Skills
Banking, Bookkeeping, Finance, Training, Account Management, Multi Tasking, Team Leadership, Team Building, Retail Banking, Microsoft Word, Small Business, Sales, Cross Selling, Consumer Lending, Series 7, Commercial Lending, Credit, Customer Service, Investments, Leadership, Loans, Management, Strategic Planning
Education
Immaculata University 2006 — 2008
Cum Laude Bachelors of Arts, Financial Management
West Chester University of Pennsylvania 1997 — 2001
Bachelor of Fine Arts (BFA), Fine and Studio Arts and Art History
Vanguard May 2014 - Present
The Bryn Mawr Trust Company January 2013 - April 2014
The Bryn Mawr Trust Company December 2004 - January 2013
Skills
Banking, Bookkeeping, Finance, Training, Account Management, Multi Tasking, Team Leadership, Team Building, Retail Banking, Microsoft Word, Small Business, Sales, Cross Selling, Consumer Lending, Series 7, Commercial Lending, Credit, Customer Service, Investments, Leadership, Loans, Management, Strategic Planning
Education
Immaculata University 2006 — 2008
Cum Laude Bachelors of Arts, Financial Management
West Chester University of Pennsylvania 1997 — 2001
Bachelor of Fine Arts (BFA), Fine and Studio Arts and Art History
Nicole Risell Nicole Risell's Vanguard Experience August 2013 - Present
Job Client Relationship Associate at Vanguard
Industry Public Relations and Communications
Experience
Vanguard August 2013 - Present
TL Communications January 2013 - May 2013
The Fashion Foot June 2012 - August 2012
Creative Foods Corp February 2012 - May 2012
Skills
Event Planning, Facebook, Social Media, Public Relations, CisionPoint, PowerPoint, Customer Service, Microsoft Office, Data Entry, Microsoft Word, Microsoft Excel, Public Speaking
Education
Hofstra University 2010 — 2013
Bachelor of Arts (B.A.), Public Relations
Vanguard August 2013 - Present
TL Communications January 2013 - May 2013
The Fashion Foot June 2012 - August 2012
Creative Foods Corp February 2012 - May 2012
Skills
Event Planning, Facebook, Social Media, Public Relations, CisionPoint, PowerPoint, Customer Service, Microsoft Office, Data Entry, Microsoft Word, Microsoft Excel, Public Speaking
Education
Hofstra University 2010 — 2013
Bachelor of Arts (B.A.), Public Relations
Seth G. Morrison's Vanguard Experience January 2015 - Present
Job Principal, Head of UltraHigh Net Worth Sales, Business Development Group
Industry Investment Management
Experience
Vanguard January 2015 - Present
Vanguard September 2010 - December 2014
Franklin Templeton Investments January 2009 - August 2010
Franklin Templeton Investments August 2000 - December 2008
ACT II Management Consultants January 1998 - July 2000
Brookes Publishing Co. January 1996 - December 1997
Montgomery College January 1996 - December 1997
Chattanooga Express August 1994 - June 1995
Skills
Global Leadership, Global Marketing, Global Business..., Cross-functional Team..., Asset Managment, Investments, FINRA Series 6, 7, 24,...
Education
Santa Clara University - Leavey School of Business 2008 — 2009
MBA, Business
Harvard Business School 2005 — 2005
Strategic Marketing Management Program
UNSW Australia 1995 — 1996
MA, English Literature
The George Washington University 1990 — 1994
BA, Journalism
Vanguard January 2015 - Present
Vanguard September 2010 - December 2014
Franklin Templeton Investments January 2009 - August 2010
Franklin Templeton Investments August 2000 - December 2008
ACT II Management Consultants January 1998 - July 2000
Brookes Publishing Co. January 1996 - December 1997
Montgomery College January 1996 - December 1997
Chattanooga Express August 1994 - June 1995
Skills
Global Leadership, Global Marketing, Global Business..., Cross-functional Team..., Asset Managment, Investments, FINRA Series 6, 7, 24,...
Education
Santa Clara University - Leavey School of Business 2008 — 2009
MBA, Business
Harvard Business School 2005 — 2005
Strategic Marketing Management Program
UNSW Australia 1995 — 1996
MA, English Literature
The George Washington University 1990 — 1994
BA, Journalism
Rizwan Khan's Vanguard Experience May 2004 - February 2012
Job Vice President at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group February 2012 - Present
Vanguard May 2004 - February 2012
Sprint March 1997 - May 2004
Eli Lilly and Company January 1994 - March 1997
Proctor & Gamble January 1990 - December 1993
Deloitte and Touche 1987 - 1990
Skills
•Business..., Strategy, Business Process..., Cross-functional Team..., Leadership, CRM, Change Management, Management, Six Sigma, Analysis, Training, Performance Management, Business Development, Mergers & Acquisitions, Strategic Planning, Business Strategy, Budgets
Education
Harvard Business School
Leading Change and Organizational Renewal - Executive Course Certification, Strategy and Execution
Columbia University, Graduate School of Business 2013 — 2013
Creating & Executing Breakthrough Strategy-Exec. program, Certification
Penn State University 2008 — 2009
Master of Finance, M&A and Co Valuation
Northwestern University - Kellogg School of Management 2001 — 2002
KMI, General management (Post MBA)
Kansas State University 1986 — 1987
Master of Accountancy, Accounting
King Fahd University of Petroleum & Minerals 1981 — 1985
BS, Industrial Management
Cadet College HasanAbdal, 22nd Entry 1975 — 1980
MAcc, MFIN, KMI, CPA, AMBB, High School/Secondary Diplomas and Certificates
Northwestern University - Kellogg School of Management 2015 — 2015
Executive Operations Experience, Advanced Management Program
Lincoln Financial Group February 2012 - Present
Vanguard May 2004 - February 2012
Sprint March 1997 - May 2004
Eli Lilly and Company January 1994 - March 1997
Proctor & Gamble January 1990 - December 1993
Deloitte and Touche 1987 - 1990
Skills
•Business..., Strategy, Business Process..., Cross-functional Team..., Leadership, CRM, Change Management, Management, Six Sigma, Analysis, Training, Performance Management, Business Development, Mergers & Acquisitions, Strategic Planning, Business Strategy, Budgets
Education
Harvard Business School
Leading Change and Organizational Renewal - Executive Course Certification, Strategy and Execution
Columbia University, Graduate School of Business 2013 — 2013
Creating & Executing Breakthrough Strategy-Exec. program, Certification
Penn State University 2008 — 2009
Master of Finance, M&A and Co Valuation
Northwestern University - Kellogg School of Management 2001 — 2002
KMI, General management (Post MBA)
Kansas State University 1986 — 1987
Master of Accountancy, Accounting
King Fahd University of Petroleum & Minerals 1981 — 1985
BS, Industrial Management
Cadet College HasanAbdal, 22nd Entry 1975 — 1980
MAcc, MFIN, KMI, CPA, AMBB, High School/Secondary Diplomas and Certificates
Northwestern University - Kellogg School of Management 2015 — 2015
Executive Operations Experience, Advanced Management Program
Nuel Stroheker's Vanguard Experience October 2011 - Present
Job Investment Consultant
Industry Financial Services
Experience
Vanguard October 2011 - Present
METLIFE 1976 - 2001
Skills
insurance sales and...
Education
HUSSON UNIVERSITY 1964 — 1968
Bachelor of Science (BS) in Business Administration
Husson University
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Husson University
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Husson University
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Vanguard October 2011 - Present
METLIFE 1976 - 2001
Skills
insurance sales and...
Education
HUSSON UNIVERSITY 1964 — 1968
Bachelor of Science (BS) in Business Administration
Husson University
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Husson University
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Husson University
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Jennelle Deloplaine's Vanguard Experience April 2013 - Present
Job Content Maintenence Administrator (Financial Advisory Services) at Vanguard
Industry Marketing and Advertising
Experience
Vanguard April 2013 - Present
Vanguard December 2010 - March 2013
Vanguard December 2006 - December 2010
Vanguard January 2005 - December 2006
Skills
Marketing Communications, Marketing, Social Media Marketing, PowerPoint, Microsoft Office, Project Management, Microsoft Excel
Education
Hawaii Pacific University 1999 — 2000
West Chester University of Pennsylvania 2001 — 2003
Business
Vanguard April 2013 - Present
Vanguard December 2010 - March 2013
Vanguard December 2006 - December 2010
Vanguard January 2005 - December 2006
Skills
Marketing Communications, Marketing, Social Media Marketing, PowerPoint, Microsoft Office, Project Management, Microsoft Excel
Education
Hawaii Pacific University 1999 — 2000
West Chester University of Pennsylvania 2001 — 2003
Business
Gail McCarthy's Vanguard Experience May 1980 - October 1986
Job Mutual Funds / Corporate Paralegal
Industry Legal Services
Experience
Seeking Employment Senior Paralegal / ComplianceClark Ladner1989 - April 1991
Provident Bank November 1986 - 1989
Vanguard May 1980 - October 1986
Skills
Mutual Funds, Compliance, Investments, Securities, Due Diligence, Corporate Law, Financial Services, Asset Management, Mergers & Acquisitions, Risk Management, FINRA, Securities Regulation, Estate Planning, Corporate Governance, Litigation, Hedge Funds, Management, Leadership, Strategic Planning, Legal Writing, Finance, Legal Compliance
Education
Villanova University 1986 — 1986
Post Graduate Studies
Widener University
ABA Paralegal with Corporate/Business Law Specializations
Immaculata University 1975 — 1979
BA, Psychology/Business
Seeking Employment Senior Paralegal / ComplianceClark Ladner1989 - April 1991
Provident Bank November 1986 - 1989
Vanguard May 1980 - October 1986
Skills
Mutual Funds, Compliance, Investments, Securities, Due Diligence, Corporate Law, Financial Services, Asset Management, Mergers & Acquisitions, Risk Management, FINRA, Securities Regulation, Estate Planning, Corporate Governance, Litigation, Hedge Funds, Management, Leadership, Strategic Planning, Legal Writing, Finance, Legal Compliance
Education
Villanova University 1986 — 1986
Post Graduate Studies
Widener University
ABA Paralegal with Corporate/Business Law Specializations
Immaculata University 1975 — 1979
BA, Psychology/Business
Brian Colclough MBA's Vanguard Experience October 2004 - May 2005
Job Fringe Benefit Analyst at Day & Zimmermann
Industry Financial Services
Experience
Day & Zimmermann December 2014 - Present
Day & Zimmermann July 2012 - December 2014
Day & Zimmermann NPS January 2009 - June 2012
Day & Zimmermann February 2006 - December 2008
Vanguard October 2004 - May 2005
CITYBEL CORPORATION August 1993 - June 2004
Skills
Process Improvement, Accounts Receivable, Financial Reporting, SAP, Financial Analysis, Accounting, Contract Management, Budgets, Forecasting, Financial Modeling, Microsoft Excel, Analysis, Customer Service, Project Planning, Management, Payroll
Education
Wilmington University 2008 — 2009
MBA, Finance
Immaculata University 2003 — 2006
Bachelor of Arts (B.A.), Finance and Financial Management Services
Penn State University 1988 — 1993
Day & Zimmermann December 2014 - Present
Day & Zimmermann July 2012 - December 2014
Day & Zimmermann NPS January 2009 - June 2012
Day & Zimmermann February 2006 - December 2008
Vanguard October 2004 - May 2005
CITYBEL CORPORATION August 1993 - June 2004
Skills
Process Improvement, Accounts Receivable, Financial Reporting, SAP, Financial Analysis, Accounting, Contract Management, Budgets, Forecasting, Financial Modeling, Microsoft Excel, Analysis, Customer Service, Project Planning, Management, Payroll
Education
Wilmington University 2008 — 2009
MBA, Finance
Immaculata University 2003 — 2006
Bachelor of Arts (B.A.), Finance and Financial Management Services
Penn State University 1988 — 1993
Marcia Haas's Vanguard Experience September 1986 - June 2001
Job Marketing, Project and Event Coordinator
Industry Marketing and Advertising
Experience
The Emmerich Group August 2011 - November 2011
Duke Energy October 2008 - March 2011
Suburban News Publications February 2007 - October 2008
Food Creation July 2001 - January 2007
Vanguard September 1986 - June 2001
Skills
Corporate Events, Email Marketing, Strategic Planning, Marketing Communications, Team Leadership, Marketing, Microsoft Office, Event Planning, Customer Service, New Business Development, CRM, Event Management, Competitive Analysis, Brand Development
Education
Hood College 1976 — 1980
BA, Economics/Marketing
The Emmerich Group August 2011 - November 2011
Duke Energy October 2008 - March 2011
Suburban News Publications February 2007 - October 2008
Food Creation July 2001 - January 2007
Vanguard September 1986 - June 2001
Skills
Corporate Events, Email Marketing, Strategic Planning, Marketing Communications, Team Leadership, Marketing, Microsoft Office, Event Planning, Customer Service, New Business Development, CRM, Event Management, Competitive Analysis, Brand Development
Education
Hood College 1976 — 1980
BA, Economics/Marketing
Melissa Nassar's Vanguard Experience February 2012 - Present
Job Principal at Vanguard
Industry Investment Management
Experience
Vanguard February 2012 - Present
Vanguard June 2010 - April 2012
Vanguard September 2009 - June 2010
Vanguard January 2005 - September 2009
Vanguard January 2003 - January 2005
Vanguard April 1999 - January 2003
Vanguard November 1994 - April 1999
Skills
Mutual Funds, Financial Services, Investments, Finance, Business Development, ETFs, Portfolio Management, Asset Management, FINRA, Leadership, Private Equity, Hedge Funds, Alternative Investments, Series 63, Series 7, Asset Allocation
Education
Harvard Business School 2014 — 2014
AMP Program, General Leadership
Saint Joseph's University - Erivan K. Haub School of Business
Economics
La Salle University
BA, Liberal Arts
Vanguard February 2012 - Present
Vanguard June 2010 - April 2012
Vanguard September 2009 - June 2010
Vanguard January 2005 - September 2009
Vanguard January 2003 - January 2005
Vanguard April 1999 - January 2003
Vanguard November 1994 - April 1999
Skills
Mutual Funds, Financial Services, Investments, Finance, Business Development, ETFs, Portfolio Management, Asset Management, FINRA, Leadership, Private Equity, Hedge Funds, Alternative Investments, Series 63, Series 7, Asset Allocation
Education
Harvard Business School 2014 — 2014
AMP Program, General Leadership
Saint Joseph's University - Erivan K. Haub School of Business
Economics
La Salle University
BA, Liberal Arts
Pauline Scalvino's Vanguard Experience April 2006 - Present
Job Head of Corporate Strategy, Vanguard
Industry Investment Management
Experience
The Vanguard Group, Inc. April 2014 - Present
Vanguard April 2006 - Present
Vanguard September 1996 - April 2006
Stradley Ronon September 1990 - August 1996
Education
Harvard Law School 1987 — 1990
J.D., Law
La Salle University 1983 — 1987
B.S., Accounting
The Vanguard Group, Inc. April 2014 - Present
Vanguard April 2006 - Present
Vanguard September 1996 - April 2006
Stradley Ronon September 1990 - August 1996
Education
Harvard Law School 1987 — 1990
J.D., Law
La Salle University 1983 — 1987
B.S., Accounting
Chrisa Fortson, CPLP's Vanguard Experience 1996 - Present
Job Corporate Trainer at The Vanguard Group
Industry Financial Services
Experience
Vanguard 1996 - Present
Education
Art Institute of Charlotte 2002 — 2005
Certificate, Residential Design
Hofstra University 1988 — 1992
BA, Political Science, Speech Arts
Vanguard 1996 - Present
Education
Art Institute of Charlotte 2002 — 2005
Certificate, Residential Design
Hofstra University 1988 — 1992
BA, Political Science, Speech Arts
Glenn Booraem's Vanguard Experience July 2010 - Present
Job Fund Controller at Vanguard
Industry Investment Management
Experience
Vanguard July 2010 - Present
Vanguard 1989 - Present
Skills
Investments, Fund Accounting, Corporate Finance, Investment Banking, Mutual Funds, Business Planning, Series 63, Investment Strategies, Financial Modeling, Financial Markets, Finance, Financial Analysis, Securities, Venture Capital, Strategy, Equities, Internal Controls, Bonds, Banking, Asset Management, Capital Markets, Due Diligence, Corporate Actions, SEC filings, Emerging Markets, Alternative Investments, Risk Management, Strategic Financial..., Business Strategy, Corporate Governance, Fixed Income, Portfolio Management, Financial Reporting, Trading, ETFs, Investor Relations, Financial Services, Bloomberg, Cash Management, Series 7, Hedge Funds, Derivatives, Investment Management, Asset Allocation, Managerial Finance, Sarbanes-Oxley Act, Private Equity, Mergers & Acquisitions, Valuation, Accounting
Education
Harvard Business School 2011 — 2011
AMP 180
Temple University - Fox School of Business and Management 1985 — 1989
BBA, Finance
Phoenixville High School
Phoenixville High School
Vanguard July 2010 - Present
Vanguard 1989 - Present
Skills
Investments, Fund Accounting, Corporate Finance, Investment Banking, Mutual Funds, Business Planning, Series 63, Investment Strategies, Financial Modeling, Financial Markets, Finance, Financial Analysis, Securities, Venture Capital, Strategy, Equities, Internal Controls, Bonds, Banking, Asset Management, Capital Markets, Due Diligence, Corporate Actions, SEC filings, Emerging Markets, Alternative Investments, Risk Management, Strategic Financial..., Business Strategy, Corporate Governance, Fixed Income, Portfolio Management, Financial Reporting, Trading, ETFs, Investor Relations, Financial Services, Bloomberg, Cash Management, Series 7, Hedge Funds, Derivatives, Investment Management, Asset Allocation, Managerial Finance, Sarbanes-Oxley Act, Private Equity, Mergers & Acquisitions, Valuation, Accounting
Education
Harvard Business School 2011 — 2011
AMP 180
Temple University - Fox School of Business and Management 1985 — 1989
BBA, Finance
Phoenixville High School
Phoenixville High School
Sarah Wargo's Vanguard Experience April 2008 - November 2009
Job Supervisor at Raymond James
Industry Financial Services
Experience
Raymond James November 2009 - Present
Vanguard April 2008 - November 2009
Vanguard February 2005 - April 2008
Vanguard January 2004 - February 2005
Skills
Series 7, Series 6, Series 63, Leadership, Performance Management, Coaching, Career Development, CRM, Financial Services, Mutual Funds
Education
Hobart and William Smith Colleges 1999 — 2003
BA, English, Critical Social Studies
Raymond James November 2009 - Present
Vanguard April 2008 - November 2009
Vanguard February 2005 - April 2008
Vanguard January 2004 - February 2005
Skills
Series 7, Series 6, Series 63, Leadership, Performance Management, Coaching, Career Development, CRM, Financial Services, Mutual Funds
Education
Hobart and William Smith Colleges 1999 — 2003
BA, English, Critical Social Studies
Clifford Chmelewski's Vanguard Experience June 2005 - Present
Job 401k admin at Vanguard
Industry Financial Services
Experience
Vanguard June 2005 - Present
Vanguard June 2005 - August 2008
Skills
Mutual Funds, ETFs, High Net Worth..., Financial Services, FINRA, Retirement Planning, Investments, 401k, Retirement, Series 6, Securities, IRAs, Wealth Management, Investment Strategies, Strategic Financial...
Education
Immaculata University 2002 — 2006
Bachelor's, Finance
Vanguard June 2005 - Present
Vanguard June 2005 - August 2008
Skills
Mutual Funds, ETFs, High Net Worth..., Financial Services, FINRA, Retirement Planning, Investments, 401k, Retirement, Series 6, Securities, IRAs, Wealth Management, Investment Strategies, Strategic Financial...
Education
Immaculata University 2002 — 2006
Bachelor's, Finance
Avery Williamson's Vanguard Experience July 2014 - Present
Job Participant in Vanguard Accelerated Development Program at Vanguard
Industry Investment Management
Experience
Vanguard July 2014 - Present
Harvard University 2009 - December 2013
URBN May 2012 - August 2012
Harvard Business School December 2011 - May 2012
Anthropologie October 2011 - May 2012
Anthropologie June 2011 - August 2011
BAJ Design May 2010 - December 2010
Wharton Business School June 2010 - August 2010
Harvard Student Agencies October 2009 - June 2010
Skills
Research, Blogging, Photoshop, Microsoft Office, Facebook, Final Cut Pro, Editing, Audacity Audio Editing
Education
Harvard University 2009 — 2013
B.A., Visual Arts and History
International Honors Program Spring 2011 2011 — 2011
Cities in the 21st Century
Vanguard July 2014 - Present
Harvard University 2009 - December 2013
URBN May 2012 - August 2012
Harvard Business School December 2011 - May 2012
Anthropologie October 2011 - May 2012
Anthropologie June 2011 - August 2011
BAJ Design May 2010 - December 2010
Wharton Business School June 2010 - August 2010
Harvard Student Agencies October 2009 - June 2010
Skills
Research, Blogging, Photoshop, Microsoft Office, Facebook, Final Cut Pro, Editing, Audacity Audio Editing
Education
Harvard University 2009 — 2013
B.A., Visual Arts and History
International Honors Program Spring 2011 2011 — 2011
Cities in the 21st Century
Aaron Headley, CFP®'s Vanguard Experience June 2011 - January 2015
Job Relationship Manager
Industry Financial Services
Experience
Fidelity Investments February 2015 - Present
Vanguard June 2011 - January 2015
VW North Scottsdale 2009 - 2011
automatik education 2008 - 2009
Beck's Independent Porsche 2005 - 2008
Skills
Sales, Financial Services, Team Building, Customer Service, Leadership, Series 7, Automotive, Microsoft Office, Public Speaking, Wealth Management, Retirement Planning, Relationship Building, Series 63, Financial Planning, Instructional Design, Social Media, Wealth Preservation..., Customer Experience, Client Retention, Investment Products, Investment Services, Personalized Investment..., Financial Planning..., Training & Mentoring, Regulatory Compliance, Legal Compliance, Community Networking, Needs Analysis, Consultative Sales, Telephone Sales, In-person Client..., Brokerage Accounts, Cash Management Accounts, Sales & Marketing, Presentations, Financial Advising, Wealth Management..., Life & Health Insurance..., Certified Financial..., CFP®
Education
Hastings College
Bachelors, Business Administration
Fidelity Investments February 2015 - Present
Vanguard June 2011 - January 2015
VW North Scottsdale 2009 - 2011
automatik education 2008 - 2009
Beck's Independent Porsche 2005 - 2008
Skills
Sales, Financial Services, Team Building, Customer Service, Leadership, Series 7, Automotive, Microsoft Office, Public Speaking, Wealth Management, Retirement Planning, Relationship Building, Series 63, Financial Planning, Instructional Design, Social Media, Wealth Preservation..., Customer Experience, Client Retention, Investment Products, Investment Services, Personalized Investment..., Financial Planning..., Training & Mentoring, Regulatory Compliance, Legal Compliance, Community Networking, Needs Analysis, Consultative Sales, Telephone Sales, In-person Client..., Brokerage Accounts, Cash Management Accounts, Sales & Marketing, Presentations, Financial Advising, Wealth Management..., Life & Health Insurance..., Certified Financial..., CFP®
Education
Hastings College
Bachelors, Business Administration
Sarah Cognetti's Vanguard Experience June 2015 - Present
Job MBA Candidate at Harvard Business School
Industry Financial Services
Experience
Vanguard June 2015 - Present
Vanguard November 2013 - June 2014
Vanguard June 2011 - November 2013
Vanguard January 2011 - June 2011
Vanguard July 2008 - January 2011
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Villanova University 2004 — 2008
International Business, Finance
Vanguard June 2015 - Present
Vanguard November 2013 - June 2014
Vanguard June 2011 - November 2013
Vanguard January 2011 - June 2011
Vanguard July 2008 - January 2011
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Villanova University 2004 — 2008
International Business, Finance
Daniel W. Wallick's Vanguard Experience 1998 - Present
Job Principal at Vanguard
Industry Investment Management
Experience
Vanguard 1998 - Present
Public Financial Management 1989 - 1998
Skills
Investments, Asset Allocation, Asset Management, Portfolio Management, Alternative Investments, Investment Management, Wealth Management, Financial Services, Securities, Investment Advisory, Fixed Income, Private Equity, ETFs, Financial Modeling
Education
Harvard Business School 1986 — 1988
MBA
University of Pennsylvania 1979 — 1983
BA, History
Vanguard 1998 - Present
Public Financial Management 1989 - 1998
Skills
Investments, Asset Allocation, Asset Management, Portfolio Management, Alternative Investments, Investment Management, Wealth Management, Financial Services, Securities, Investment Advisory, Fixed Income, Private Equity, ETFs, Financial Modeling
Education
Harvard Business School 1986 — 1988
MBA
University of Pennsylvania 1979 — 1983
BA, History
Brad Rohlen's Vanguard Experience January 2000 - Present
Job Senior UX Designer
Industry Financial Services
Experience
Vanguard January 2000 - Present
Skills
User Interface Design, Web Design, User Experience, Graphic Design, Information Architecture, Mobile Devices, Agile Methodologies, Web Development, User Interface
Education
Illinois State University
Vanguard January 2000 - Present
Skills
User Interface Design, Web Design, User Experience, Graphic Design, Information Architecture, Mobile Devices, Agile Methodologies, Web Development, User Interface
Education
Illinois State University
Cathy Ford's Vanguard Experience November 2013 - Present
Job Sales Business Integration Project Lead, Institutional Sales Operations
Industry Financial Services
Experience
Vanguard November 2013 - Present
Vanguard July 2011 - November 2013
Vanguard June 2010 - July 2011
Vanguard October 2008 - July 2010
National Penn Bank 2004 - 2008
TD Bank Group 2002 - 2004
Skills
Credit, Series 7, Securities, Relationship Management, Series 63, Financial Services, Risk Management, Human Resources, Asset Allocation, Banking, Recruiting, Commercial Lending, Financial Analysis, Project Management, Investments, Mutual Funds, Equities, Management, Finance, Loans, Series 6, Portfolio Management, Training, Retirement Planning, Insurance
Education
Immaculata University 2008 — 2013
B.A., Organizational Dynamics & Human Performance Management
Millersville University of Pennsylvania 2000 — 2003
B.A., Marketing
Strath Haven High School 1996 — 1999
Vanguard November 2013 - Present
Vanguard July 2011 - November 2013
Vanguard June 2010 - July 2011
Vanguard October 2008 - July 2010
National Penn Bank 2004 - 2008
TD Bank Group 2002 - 2004
Skills
Credit, Series 7, Securities, Relationship Management, Series 63, Financial Services, Risk Management, Human Resources, Asset Allocation, Banking, Recruiting, Commercial Lending, Financial Analysis, Project Management, Investments, Mutual Funds, Equities, Management, Finance, Loans, Series 6, Portfolio Management, Training, Retirement Planning, Insurance
Education
Immaculata University 2008 — 2013
B.A., Organizational Dynamics & Human Performance Management
Millersville University of Pennsylvania 2000 — 2003
B.A., Marketing
Strath Haven High School 1996 — 1999
Kevin Carsley's Vanguard Experience June 2007 - Present
Job Data analyst at Vanguard
Industry Financial Services
Experience
Vanguard June 2007 - Present
Vanguard September 2003 - June 2007
Vanguard November 1999 - September 2003
RGIS 1990 - 1999
Education
Holy Family University 1989 — 1992
Vanguard June 2007 - Present
Vanguard September 2003 - June 2007
Vanguard November 1999 - September 2003
RGIS 1990 - 1999
Education
Holy Family University 1989 — 1992
Roseann Packer's Vanguard Experience 1991 - 2008
Job Client Support Representative at Xerox
Industry Research
Experience
Xerox July 2012 - Present
LRL Inc September 2010 - July 2011
Methodist Research Institute May 2009 - August 2010
Vanguard 1991 - 2008
Skills
Lotus Notes, College Recruiting, Talent Acquisition, Onboarding, Talent Management, Research, Project Management, Payroll, Data Analysis, Analysis, Microsoft Office, Microsoft Excel, Technical Writing, Software Documentation, Statistics, Strategic Communications, SAS, Access, Quality Assurance, Strategic Planning
Education
Houston Community College
University of Phoenix
Ursinus College
Xerox July 2012 - Present
LRL Inc September 2010 - July 2011
Methodist Research Institute May 2009 - August 2010
Vanguard 1991 - 2008
Skills
Lotus Notes, College Recruiting, Talent Acquisition, Onboarding, Talent Management, Research, Project Management, Payroll, Data Analysis, Analysis, Microsoft Office, Microsoft Excel, Technical Writing, Software Documentation, Statistics, Strategic Communications, SAS, Access, Quality Assurance, Strategic Planning
Education
Houston Community College
University of Phoenix
Ursinus College
Donna McLaughlin's Vanguard Experience 1995 - Present
Job Senior Manager, International Marketing Communications, Vanguard
Industry Financial Services
Experience
Vanguard 1995 - Present
Watson Wyatt 1988 - 1995
Andersen Consulting 1985 - 1988
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA, Business
Haverford College 1981 — 1984
BA, English
Vanguard 1995 - Present
Watson Wyatt 1988 - 1995
Andersen Consulting 1985 - 1988
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA, Business
Haverford College 1981 — 1984
BA, English
Jingchu Yu's Vanguard Experience September 2012 - Present
Job Contractor at Vanguard
Industry Information Technology and Services
Experience
Vanguard September 2012 - Present
CBC Companies October 2006 - September 2012
Amdahl Corporation，Fujitsu February 1998 - April 2002
Skills
Eclipse, Unix, Perl, Visual Basic, Testing, Programming, C++, Software Engineering, SQL, C, Shell Scripting, Spring Framework, Java, JavaScript, Java Web Services, Linux, Windows, Oracle SQL Developer, Microsoft Excel
Education
Iowa State University 1996 — 1998
Master, Computer Engineering
Huazhong University of Science and Technology 1981 — 1985
Bachelor of Engineering, Electrical and Electronics Engineering
Vanguard September 2012 - Present
CBC Companies October 2006 - September 2012
Amdahl Corporation，Fujitsu February 1998 - April 2002
Skills
Eclipse, Unix, Perl, Visual Basic, Testing, Programming, C++, Software Engineering, SQL, C, Shell Scripting, Spring Framework, Java, JavaScript, Java Web Services, Linux, Windows, Oracle SQL Developer, Microsoft Excel
Education
Iowa State University 1996 — 1998
Master, Computer Engineering
Huazhong University of Science and Technology 1981 — 1985
Bachelor of Engineering, Electrical and Electronics Engineering
Shane Downs's Vanguard Experience September 2006 - September 2012
Job Reporting Analyst at Blackboard Inc.
Industry Information Technology and Services
Experience
Blackboard June 2015 - Present
Blackboard September 2014 - June 2015
PageOne Automotive November 2012 - September 2014
Vanguard September 2006 - September 2012
Vanguard October 2009 - April 2010
AP Financial March 2006 - September 2006
Scottsdale Jaguar February 2003 - March 2006
Skills
Process Improvement, Access, Minitab, Excel, Visual Basic, Cognos, Six Sigma, Metrics, Lotus Notes, PowerPoint, Data Analysis, Word, Microsoft Office, Bloomberg, Java, C++ Language, CSS, JavaScript, HTML 5, XHTML, jQuery UI, AJAX, Web Development, PHP, Analysis, Microsoft Excel, Finance
Education
Harvard University 2012 — 2016
Extension Studies-Information Technology, Information Management Systems
University of Phoenix 2005 — 2006
Bachelors, Finance
University of Phoenix 2004 — 2005
Associates, Business
Universal Technical Institute 1999 — 2001
Associates, Occupational Studies
Blackboard June 2015 - Present
Blackboard September 2014 - June 2015
PageOne Automotive November 2012 - September 2014
Vanguard September 2006 - September 2012
Vanguard October 2009 - April 2010
AP Financial March 2006 - September 2006
Scottsdale Jaguar February 2003 - March 2006
Skills
Process Improvement, Access, Minitab, Excel, Visual Basic, Cognos, Six Sigma, Metrics, Lotus Notes, PowerPoint, Data Analysis, Word, Microsoft Office, Bloomberg, Java, C++ Language, CSS, JavaScript, HTML 5, XHTML, jQuery UI, AJAX, Web Development, PHP, Analysis, Microsoft Excel, Finance
Education
Harvard University 2012 — 2016
Extension Studies-Information Technology, Information Management Systems
University of Phoenix 2005 — 2006
Bachelors, Finance
University of Phoenix 2004 — 2005
Associates, Business
Universal Technical Institute 1999 — 2001
Associates, Occupational Studies
Susan Tew's Vanguard Experience June 1989 - Present
Job System Tester at Vanguard
Industry Financial Services
Experience
Vanguard June 1989 - Present
Education
Harcum College
Associates, Equine Studies
West Chester East High School
Vanguard June 1989 - Present
Education
Harcum College
Associates, Equine Studies
West Chester East High School
Michelle Ashendorf's Vanguard Experience January 1999 - Present
Job Project Manager at Vanguard
Industry Financial Services
Experience
Vanguard January 1999 - Present
Home Sweet Home Mission August 1998 - December 1999
The Signature Group June 1994 - July 1997
Harris Bank June 1993 - July 1994
Skills
General Project..., People Management, Information Technology, Agile Methodologies, Microsoft Office, Relationship Management, Close Attention to..., Highly personable
Education
Keller Graduate School 1999 — 2001
Master of Business Administration (M.B.A.)
University of Bristol 1998 — 1998
Business Management, Summer Study Abroad
Illinois State University 1994 — 1998
Bachelor of Science (BS), International Business & Marketing
Elgin high school
Vanguard January 1999 - Present
Home Sweet Home Mission August 1998 - December 1999
The Signature Group June 1994 - July 1997
Harris Bank June 1993 - July 1994
Skills
General Project..., People Management, Information Technology, Agile Methodologies, Microsoft Office, Relationship Management, Close Attention to..., Highly personable
Education
Keller Graduate School 1999 — 2001
Master of Business Administration (M.B.A.)
University of Bristol 1998 — 1998
Business Management, Summer Study Abroad
Illinois State University 1994 — 1998
Bachelor of Science (BS), International Business & Marketing
Elgin high school
Anna Grimes's Vanguard Experience February 2013 - Present
Job Brokerage Associate at Vanguard
Industry Financial Services
Experience
Vanguard February 2013 - Present
William Smith Deans Office, Hobart and William Smith Colleges September 2011 - May 2012
Hobart and William Smith Colleges August 2011 - May 2012
Hobart and William Smith Colleges January 2011 - May 2012
Hobart and William Smith Colleges January 2011 - May 2012
HWS January 2011 - May 2012
South Mountain YMCA May 2011 - August 2011
South Mountain YMCA Camps May 2008 - August 2011
Skills
Program Development, Fundraising, Non-profits, Event Planning, Public Speaking, Research, PowerPoint, Microsoft Office, Social Media, Microsoft Word, Microsoft Excel, Volunteer Management, Community Outreach, Customer Service, Student Affairs, Student Development, Higher Education, Campus
Education
Hobart and William Smith Colleges 2008 — 2012
Bachelor of Arts (BA), Economics
Hobart and William Smith Colleges 2008 — 2012
Bachelor of Arts, Economics
Lingnan University 2010 — 2010
Lingnan University 2010 — 2010
Karl-Ritter-von-Frisch Gymnasium 2006 — 2006
Vanguard February 2013 - Present
William Smith Deans Office, Hobart and William Smith Colleges September 2011 - May 2012
Hobart and William Smith Colleges August 2011 - May 2012
Hobart and William Smith Colleges January 2011 - May 2012
Hobart and William Smith Colleges January 2011 - May 2012
HWS January 2011 - May 2012
South Mountain YMCA May 2011 - August 2011
South Mountain YMCA Camps May 2008 - August 2011
Skills
Program Development, Fundraising, Non-profits, Event Planning, Public Speaking, Research, PowerPoint, Microsoft Office, Social Media, Microsoft Word, Microsoft Excel, Volunteer Management, Community Outreach, Customer Service, Student Affairs, Student Development, Higher Education, Campus
Education
Hobart and William Smith Colleges 2008 — 2012
Bachelor of Arts (BA), Economics
Hobart and William Smith Colleges 2008 — 2012
Bachelor of Arts, Economics
Lingnan University 2010 — 2010
Lingnan University 2010 — 2010
Karl-Ritter-von-Frisch Gymnasium 2006 — 2006
Suzanne Bobey's Vanguard Experience September 1999 - October 2009
Job Resident Activities Assistant
Industry Retail
Experience
Kitchen Collection/ Le Gourmet Chef June 2011 - Present
Vanguard September 1999 - October 2009
Vanguard September 1990 - September 1999
Education
University of the Incarnate Word 2010 — 2011
Harcum College
Certificate, Computer Graphics
Immaculata University
Kitchen Collection/ Le Gourmet Chef June 2011 - Present
Vanguard September 1999 - October 2009
Vanguard September 1990 - September 1999
Education
University of the Incarnate Word 2010 — 2011
Harcum College
Certificate, Computer Graphics
Immaculata University
Scott Schafer's Vanguard Experience October 2011 - Present
Job University Privacy Officer, University of Pennsylvania
Industry Higher Education
Experience
University of Pennsylvania July 2015 - Present
Vanguard October 2011 - Present
Massachusetts Attorney General's Office 2005 - 2011
Sullivan & Worcester LLP 1998 - 2004
Skills
Global privacy and data...
Education
Harvard Law School 1992 — 1995
Doctor of Law (J.D.)
Wesleyan University 1986 — 1990
Bachelor of Arts (B.A.), French Studies/Political Science
University of Pennsylvania July 2015 - Present
Vanguard October 2011 - Present
Massachusetts Attorney General's Office 2005 - 2011
Sullivan & Worcester LLP 1998 - 2004
Skills
Global privacy and data...
Education
Harvard Law School 1992 — 1995
Doctor of Law (J.D.)
Wesleyan University 1986 — 1990
Bachelor of Arts (B.A.), French Studies/Political Science
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments