Vanguard Company

Industry: Investment management company

Description

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

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Vanguard Employees

Employee
Years
Job
Industry
Adam Larson Adam Larson Greater Philadelphia Area Details
Adam Larson's Vanguard Experience January 2014 - Present
Job Project Manager at Vanguard
Industry Financial Services
Experience
Vanguard   January 2014 - Present
Vanguard   August 2007 - January 2014
Vanguard   January 2006 - August 2007
Vanguard   November 2004 - January 2006

Skills
Project Management, CRM, Lean Process Improvement, Agile Methodolgy, Process Modeling, Process Improvement, DMAIC, Financial Analysis, Proxy Contests, Tender Offers, Corporate Actions, Institutional Plan..., Defined Contribution, Non-Qualified Deferred..., Business Plan..., Team Building, Business Analysis, Mutual Funds, Series 7, Visio, Financial Services, Relationship Management, Risk Management, Analysis

Education
Penn State University   2007 — 2012
MBA, Business Administration

Indiana University of Pennsylvania   1999 — 2004
B.S., Management

Pete Steinmetz Pete Steinmetz Chatham, New Jersey Details
Pete Steinmetz's Vanguard Experience December 2002 - July 2011
Job Business Education Teacher
Industry Education Management
Experience
Chatham High School  September 2013 - Present
Full Circle Computing  May 2013 - June 2013
Chester County Intermediate Unit  March 2012 - November 2012
Vanguard   December 2002 - July 2011

Skills
HTML, Software Documentation, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Outlook, Customer Service, E-Learning, Instructional Design, Technology Integration, Programming, Operating Systems, Financial Literacy..., Visual Basic, Financial Analysis, Financial Reporting, Dreamweaver, Mac OS, DECA, NJ CEAS: Comprehensive..., PA Instructional I..., Visio

Education
Immaculata University   2003 — 2011
Instructional Certification, Teacher Preparation

King's College   1997 — 2001
Bachelor of Science (B.S.), Finance

Ramesh Vaidyanathan Ramesh Vaidyanathan Plainsboro, New Jersey Details
Ramesh Vaidyanathan's Vanguard Experience April 2006 - October 2006
Job Senior Consultant at Infusion
Industry Computer Software
Experience
Infusion  February 2013 - Present
Infragistics  August 2011 - January 2013
Princeton Financial Systems  November 2006 - May 2011
Vanguard   April 2006 - October 2006
Oppenheimer funds  September 2004 - March 2006
Random Walk Computing  September 2003 - August 2004

Skills
C#, .NET, WPF Development, WCF Services, XAML, Expression Blend, SOA, ASP.NET MVC, ASP.NET AJAX, ASP.NET, jQuery, Visual Studio, OData, REST, Silverlight, Microsoft SQL Server, Order Management, OTC, MBS, Fixed Income, Equities, PFS, Electronic Trading, FIX, Bonds, Windows Phone, Windows Azure, Cloud Applications, MVVM, Prism, OO Software Development, OOP, FX trading, Charles River IMS, AJAX

Education
Indian Institute of Science   1988 — 1990
Master's degree, Aeronautical/Aerospace Engineering Technology/Technician

Madras institute of Technology, Madras   1984 — 1988
Bachelor's degree, Aeronautical/Aerospace Engineering Technology/Technician

Jennifer Hashagen Jennifer Hashagen Satellite Beach, Florida Details
Jennifer Hashagen's Vanguard Experience 2012 - 2013
Job Manager, Business Development at Economic Development Commission of Florida's Space Coast
Industry Nonprofit Organization Management
Experience
Economic Development Commission of Florida's Space Coast  2013 - Present
Vanguard   2012 - 2013

Skills
Human Resources, Human Performance, Organizational..., Economic Development, Business Development, Administrative Functions, Microsoft Office, Non-profit Volunteer, Project Management, Proposal Writing, Animal Welfare, Analysis, Market Research, Strategic Planning, Program Management

Education
Immaculata University
Bachelor of Arts (BA), Human Performance Management, 4.0

Indiana University of Pennsylvania   1996 — 1998
Criminal Justice/Pre-Law

Kathleen McGowan Kathleen McGowan Wilmington, Delaware Details
Kathleen McGowan's Vanguard Experience September 2013 - Present
Job Technology Specialist at Vanguard
Industry Financial Services
Experience
Vanguard   September 2013 - Present
Vanguard   March 2013 - September 2013
Vanguard   September 2011 - September 2013
Vanguard   February 2009 - September 2011

Skills
Tealeaf, WebTrends Analytics, SEO, Paid Search Campaigns, Google Analytics, Experian Hitwise, Google Adwords, Marin, SharePoint, Visio, Business Analysis, Requirements Gathering, Business Intelligence, Agile Project Management, Web Services, Google Webmaster Tools, Dreamweaver

Education
Immaculata University
Bachelor of Arts (BA), IT in Business

The University of British Columbia
UBC/DAA Award of Achievement in Digital Analytics

Darnell Forde Darnell Forde Conshohocken, Pennsylvania Details
Darnell Forde's Vanguard Experience July 2015 - Present
Job Client Service Specialist/Stock Broker at Vanguard
Industry Financial Services
Experience
Vanguard   July 2015 - Present
Vanguard   October 2013 - July 2015
Enterprise Rent-A-Car  September 2011 - October 2013

Skills
Supervisory Skills, Problem Solving, Customer Service, Conflict Resolution, Training, Supervisory Experience, Direct Marketing, Sales, Management, Store Operations, Customer Service..., Development Of Employees, Customer Service..., Employee Training, Customer Retention, Creative Problem Solving, Sales Management, Social Media, PowerPoint, Time Management, Leadership

Education
Immaculata University   2005 — 2010
Bachelor of Arts (BA), Business Administration and Management, General

Solebury Prep   2001 — 2005

Allison Keller Allison Keller Scottsdale, Arizona Details
Allison Keller's Vanguard Experience March 2015 - Present
Job Retirement Savings Associate at Vanguard
Industry Financial Services
Experience
Vanguard   March 2015 - Present
Vanguard   April 2013 - Present
Vanguard   May 2012 - April 2013
Procurian  October 2011 - August 2012
Buffalo Wild Wings  June 2011 - October 2011
Indiana University of PA  October 2007 - April 2011
AES Sportswear   May 2009 - November 2010
Walt Disney World Resort ®   January 2010 - June 2010
Super Suppers  November 2006 - August 2008
DARC  June 2006 - August 2008

Skills
Marketing, Microsoft Word, Time Management, Insurance, PowerPoint, Microsoft Office, Microsoft Excel, Customer Service

Education
Indiana University of Pennsylvania   2007 — 2011
Bachelor of Science, Marketing

Downingtown East High School   2004 — 2007

Mathew Ward Mathew Ward Wayne, Pennsylvania Details
Mathew Ward's Vanguard Experience May 2015 - Present
Job Availability Manager at The Vanguard Group
Industry Information Technology and Services
Experience
Vanguard   May 2015 - Present
Vanguard   October 1997 - Present

Skills
F5 BigIP, Cisco Technologies, Brocade, IT Procurement, Microsoft Office, Teamwork, IT Operations, Inventory Management, Inventory Control, Concord, Social Media, People Skills, Love to Learn, Process Improvement, Troubleshooting, Data Center, Business Analysis, Leadership, High Availability...

Education
Immaculata University   2014 — 2017
(Current stundent class of 2017) Bachelor of Arts (B.A.), Business Administration and Management, General

Kristen McCole Kristen McCole Greater Philadelphia Area Details
Kristen McCole's Vanguard Experience November 1999 - January 2015
Job Client Administration
Industry Financial Services
Experience
The Retirement Advantage  February 2015 - Present
Vanguard   November 1999 - January 2015
Wyeth-Ayerst  November 1996 - November 1999
Office of Consumer Affairs   September 1993 - November 1996

Skills
Project Management, Process Improvement, Relationship Management, Customer Service, Investments

Education
Immaculata University
Bachelor of Science (B.S.), Human Performance Management

Traci Patel Traci Patel Greater Philadelphia Area Details
Traci Patel's Vanguard Experience August 2012 - Present
Job Marketing Manager at Vanguard
Industry Financial Services
Experience
Vanguard   August 2012 - Present
Vanguard   October 2010 - August 2012
Vanguard   January 2007 - October 2010
Vanguard   2004 - 2007
Vanguard   2002 - 2004

Skills
Management, New Business Development, Budgets, Marketing Strategy, CRM, Process Improvement, Leadership, Market Research, Program Management, Marketing, Strategy, Project Management, Proposal Writing, Analytics, Strategic Planning, Business Strategy, Investments, Sales, Cross-functional Team...

Education
Indiana University of Pennsylvania   1996 — 2000

High school

Ed Lally Ed Lally Greater Philadelphia Area Details
Ed Lally's Vanguard Experience March 2010 - Present
Job Project Manager at Vanguard
Industry Information Technology and Services
Experience
Vanguard   March 2010 - Present
Oaklyn Board of Education   2006 - 2011
Vanguard Investments Australia   July 2010 - December 2010
Vanguard   July 2008 - August 2010
Vanguard   November 2006 - June 2008
Vanguard   January 2004 - November 2006
Vanguard   April 1995 - January 2006
Morgan, Lewis & Bockius LLP   January 1993 - April 1995

Skills
Educational Leadership, Negotiation, Public Relations, Public Sector, Project Management, IT Strategy, Business Analysis, Vendor Management, Private Sector, Computer Security, Desktop Publishing, Program Management, Java, Personnel Management, Risk Management, SDLC, Non-profits, HTML, System Architecture, Strategic Planning, Management, Project Planning, Software Project..., Analysis, Team Leadership

Education
Immaculata University   1992 — 1993
MA (not completed), Counseling/School Psychology

Temple University   1987 — 1992
BA cum Laude, Psychology

AJ Babb AJ Babb Phoenixville, Pennsylvania Details
AJ Babb's Vanguard Experience April 2012 - Present
Job Internal Sales at Vanguard
Industry Financial Services
Experience
Vanguard   April 2012 - Present
Vanguard   June 2007 - April 2012

Education
Saint Joseph's University   2010 — 2013
Master of Science (MS), Financial Services

Indiana University of Pennsylvania   2003 — 2007
Bachelor of Science (BS), Financial & Legal Studies

Krste Ruiz Krste Ruiz Chicago, Illinois Details
Krste Ruiz's Vanguard Experience May 2013 - August 2013
Job BMO Harris Bank
Industry Financial Services
Experience
BMO Harris Bank  July 2014 - Present
Vanguard   May 2013 - August 2013
Harvard Business School  January 2013 - January 2013
Northwestern Memorial Hospital  May 2012 - July 2012
Holden Wealth Management   February 2012 - May 2012
Hank's Auto Sales   October 2006 - August 2011

Skills
Verbal Communication, Engagement, Cross-functional Team..., Competitive Analysis, Finance, Sales, Financial Analysis, Project Management, Brand Management, Strategic Planning, Accounting, Financial Modeling, Data Analysis, Management, Business Analysis

Education
Indiana University - Kelley School of Business   2011 — 2014
Bachelor of Science in Business, Major: Entrepreneurship and Corporate Innovation, Senior

Indiana-Purdue University Fort Wayne   2010 — 2011
Bachelor of Science, Electrical Engineering

La Lumiere School   2009 — 2010

James M. Holleran Jr. James M. Holleran Jr. Greater Philadelphia Area Details
James M. Holleran Jr.'s Vanguard Experience August 2013 - February 2015
Job ETF Ops Manager Corp. & Invest. Bank at JPMorgan Chase & Co.
Industry Investment Banking
Experience
JPMorgan Chase & Co.   February 2015 - Present
Vanguard   August 2013 - February 2015
Vanguard   September 2011 - August 2013
Vanguard   March 2010 - September 2011
Vanguard   October 2007 - March 2010

Skills
Mutual Funds, Equities, ETFs, Financial Analysis, Investments, Finance, Fund Accounting, Fixed Income, Project Management, Risk Management, Cash Management, Alternative Investments, Passed CFA Level I, Passed CIPM Principles..., Analysis, Banking Relationships, BlackRock Aladdin, Bloomberg, Client Liaison, Collateral Management, Cognos, Corporate Actions, Data Enrichment, Directed Trades, Distributions, Exchange Traded Funds, Fund Distributions, Global, Impact Analysis, Indexing, International, InvestOne, Inquiry Management, Leadership, Microsoft Access, Microsoft Excel, Microsoft Office, Microsoft SharePoint, Performance Attribution, Oversight, Problem Resolution, Process Enhancement, Procedure Design, Reconciliation, Security Pricing, Settlement Monitoring, Transaction Processing, Trend Analysis, Valuation, 2015 Level II CFA...

Education
Indiana University of Pennsylvania   2002 — 2006
Bachelor's Degree, Finance

Penn State University   2001 — 2001
Bachelor's Degree, Business Administration

Diana Harkins Diana Harkins Greater Philadelphia Area Details
Diana Harkins's Vanguard Experience 2013 - Present
Job B2B Advertising at Vanguard
Industry Financial Services
Experience
Vanguard   2013 - Present
Vanguard   November 2009 - November 2013
Vanguard   January 2005 - November 2009

Skills
User Experience, Usability Testing, Card Sorting, Contextual Inquiry, Heuristic Evaluation, User Scenarios, Usability, Usability Engineering, User Research, Persona, Wireframes, User-centered Design, User Experience Design, Agile Methodologies, Analytics, Customer Service, Leadership

Education
Immaculata University   2005 — 2008
Masters, Organizational Effectiveness

West Chester University of Pennsylvania   1999 — 2003
Bachelor, Communications

Plymouth Whitemarsh   1996 — 1999

Cindy (Neskie) Rota, SPHR Cindy (Neskie) Rota, SPHR Greater Philadelphia Area Details
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

Kathy Brodhag, PHR Kathy Brodhag, PHR Greater Philadelphia Area Details
Kathy Brodhag, PHR's Vanguard Experience June 2005 - Present
Job Senior Leader
Industry Financial Services
Experience
Vanguard   June 2005 - Present
IKON Office Solutions  January 2005 - June 2005
IKON Office Solutions  December 1992 - June 2005
IKON Office Solutions  June 2003 - February 2005
IKON Office Solutions  January 1999 - June 2003
IKON Office Solutions  January 1997 - January 1999
IKON Office Solutions  January 1992 - January 1997
Doubletree Hotels  March 1988 - December 1992

Skills
Employee Relations, Performance Management, Human Resources, Strategic Planning, Talent Management, Organizational..., Succession Planning, Employee Engagement, Strategy, Leadership Development, Leadership, Change Management, Recruiting, Management, Personnel Management, Employee Benefits

Education
Indiana University of Pennsylvania
Bachelor of Science, Hotel & Restaurant Management

Amie Tacka Amie Tacka Austin, Texas Area Details
Amie Tacka's Vanguard Experience May 1999 - April 2000
Job Investment Manager at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo  June 2010 - Present
Wells Fargo  June 2007 - June 2010
CMS Companies  2005 - 2007
CMS Companies  2002 - 2005
JPMorgan Chase  2001 - 2002
J.P. Morgan   2000 - 2001
Vanguard   May 1999 - April 2000

Education
Villanova University   2002 — 2005
MBA, MBA (concentration Finance)

Indiana University of Pennsylvania   1995 — 1999
BA, Economics

Cynthia Cheney Cynthia Cheney Glenmoore, Pennsylvania Details
Cynthia Cheney's Vanguard Experience May 2006 - Present
Job Security Analyst at Vanguard
Industry Financial Services
Experience
Vanguard   May 2006 - Present
Vanguard   September 2002 - May 2006
Vanguard   September 1996 - September 2002
Vanguard   September 1994 - September 1996
Vanguard   September 1993 - September 1994

Skills
Project Management, People Management, Active Directory, Network Security, ITIL, Technical Support, Management, IT Management, System Administration, Information Security..., Disaster Recovery, Computer Security, Information Security

Education
Immaculata University

Kutztown University of Pennsylvania

Mathew Ward Mathew Ward West Chester, Pennsylvania Details
Mathew Ward's Vanguard Experience October 2008 - Present
Job Telecommunications Professional at Vanguard
Industry Financial Services
Experience
Vanguard   October 2008 - Present
Riggtown Lawn Care   April 2011 - April 2014
Vanguard   August 2005 - October 2008
Vanguard   August 2002 - October 2005
Vanguard   October 2000 - August 2002
Vanguard   October 1997 - October 2000

Education
Immaculata University   2014 — 2017
Bachelor's degree, Business Administration and Management, General

Andrew Gladstone Andrew Gladstone Greater Philadelphia Area Details
Andrew Gladstone's Vanguard Experience September 2012 - Present
Job Technical Lead at Vanguard
Industry Information Technology and Services
Experience
Vanguard   September 2012 - Present
The Vanguard Group  January 2008 - September 2012
The Vanguard Group  January 2005 - January 2008
The Vanguard Group  January 2003 - January 2005

Skills
Data Retention, Data Governance, Business Analysis, Risk Management Tools, SourceOne, Vantage, Architecture, Financial Services, Microsoft SQL Server, SQL, Oracle, PL/SQL, .NET, T-SQL, SOA, Access, SDLC, Visio, SharePoint, Agile Project Management, EmailXtender

Education
Villanova University   2005 — 2008
M.S., Computer Science

Indiana University of Pennsylvania   1995 — 1999
B.S., Finance

Anand Trivedi Anand Trivedi Columbus, New Jersey Details
Anand Trivedi's Vanguard Experience July 2012 - December 2012
Job Chase Wealth Management Analyst at J.P.Morgan
Industry Financial Services
Experience
J.P. Morgan   March 2013 - Present
Vanguard   July 2012 - December 2012
J.P. Morgan   March 2011 - September 2011
ACE Group  March 2010 - September 2010
Philadelphia Asset and Property Management Corporation   March 2009 - September 2009

Skills
Bloomberg Terminal, Series 7, Series 63, Microsoft Office, Financial Analysis, FactSet

Education
Drexel University   2007 — 2012
Bachelor of Science (B.S.), Business Administration w/ Triple Concentration: Finance, Economics, International Business, Alumnus

Imperial College London   2010 — 2010
Study Abroad Program

Northern Burlington County Regional High School   2003 — 2007
High School Diploma

Matt L. Crowley Matt L. Crowley Minneapolis, Minnesota Details
Matt L. Crowley's Vanguard Experience February 2010 - August 2012
Job Internal Business Consultant at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial  June 2014 - Present
Thrivent Financial for Lutherans  June 2013 - August 2013
Vanguard   February 2010 - August 2012
Vanguard   December 2007 - February 2010

Skills
Microsoft Excel, Microsoft..., Fixed Income Analysis, Teaching, Coaching, Collaborative Problem..., Data Analysis, Financial Analysis, Consulting, Leadership, Analysis, Financial Modeling, Business Analysis, Bloomberg, Investments, Mutual Funds

Education
University of Minnesota - Carlson School of Management   2012 — 2014
Master of Business Administration (MBA)

Indiana University Bloomington   1999 — 2003
Bachelor of Arts (B.A.), English Language and Literature/Letters

Conestoga High School   1995 — 1999

barry forst barry forst Phoenix, Arizona Area Details
barry forst's Vanguard Experience April 1998 - February 2010
Job
Industry Financial Services
Experience
Forst Enterprises   February 2010 - Present
Vanguard   April 1998 - February 2010
Manufacturer's Rep. for H.P. Medical   June 1990 - April 1998
Thackary Orthopedics   1988 - 1991

Skills
Sales, Sales Management, Financial Planning, Strategic Planning

Education
Indiana University Bloomington
B.S., Education

University of Cincinnati
Masters of Community Planning, Community Planning

Brittany Flaherty, CFA Brittany Flaherty, CFA Greater Philadelphia Area Details
Brittany Flaherty, CFA's Vanguard Experience February 2013 - Present
Job Investment Analyst at Vanguard
Industry Financial Services
Experience
Vanguard   February 2013 - Present
Vanguard   January 2012 - July 2013
Vanguard   January 2011 - February 2012
State Farm Insurance  September 2009 - January 2011
Merrill Lynch  June 2010 - August 2010

Education
Indiana University of Pennsylvania   2007 — 2010
B.S., Finance

North Penn   2004 — 2007
HIgh School Diploma

Mark Kadel Mark Kadel Greater Philadelphia Area Details
Mark Kadel's Vanguard Experience December 1997 - Present
Job Supervisor, Client Experience Testing
Industry Financial Services
Experience
Flanagan & Associates   September 2014 - Present
Vanguard   December 1997 - Present
Liberty Tax Service  January 2002 - July 2014
Giant Foods Inc.  1990 - 1997
HJ Heinz  1982 - 1991

Skills
Word, Customer Service, Email Marketing, HTML, Organizational..., Dreamweaver, Retail, Inventory Management, Microsoft Word, Training, Project Management, Leadership, Management, Operations Management, Microsoft Office, Strategic Planning, Access, Team Leadership, Business Analysis, Process Improvement, Analysis, Team Building, Budgets, Microsoft Excel, Data Analysis, Change Management, Program Management, Financial Analysis, Vendor Management, Coaching, Risk Management, Leadership Development, Project Planning, Cross-functional Team...

Education
Immaculata University   2003 — 2007
Master of Arts, Organizational Leadership

West Chester University of Pennsylvania   1979 — 1988
BA, Speech Communications

Fred Tawadros Fred Tawadros Greater Philadelphia Area Details
Fred Tawadros's Vanguard Experience September 1993 - September 1995
Job Director of Content Creation at Hartford Funds
Industry Financial Services
Experience
Hartford Funds  March 2012 - Present
Hartford Funds  March 2007 - March 2012
The Hartford  October 2004 - February 2007
The Hartford  December 2002 - October 2004
Morgan Stanley Smith Barney  August 2001 - November 2002
Utilities Management Consultants   June 1998 - February 2000
The Vanguard Group  September 1995 - June 1998
Vanguard   September 1993 - September 1995

Skills
Mutual Funds, Research, Series 7, Series 63, Word, Excel, 529 Plans, Investments, Writing, IRA's, Outlook, Lotus Notes, Marketing Strategy, Editing, Marketing, Marketing Communications, Microsoft Word, 401k, IRAs, Microsoft Excel, Insurance, Retirement, Fixed Annuities, FINRA

Education
Indiana University Bloomington   1989 — 1993
BA, Religious Studies

Upper Merion

Kelly DeCurtis Kelly DeCurtis Greater Philadelphia Area Details
Kelly DeCurtis's Vanguard Experience 1997 - 2003
Job Human Resources Manager at Exelon
Industry Management Consulting
Experience
Exelon  March 2011 - Present
Exelon  July 2010 - April 2011
The Right Thing  March 2010 - January 2011
Exelon  2003 - 2007
Vanguard   1997 - 2003

Skills
Strategic Planning, Talent Management, Technical Recruiting, Onboarding, Employer Branding, Applicant Tracking..., BPO, Benefits Administration, Benefits Negotiation, Change Management, Coaching, College Recruiting, Contract Recruitment, Employee Benefits, Employee Engagement, Employee Relations, Employee Training, Executive Coaching, Executive Search, HR Consulting, HR Policies, HRIS, Human Resources, Management, Leadership Development, Organizational Design, Organizational..., Organizational..., Performance Management, Succession Planning, Strategy, Team Building

Education
Immaculata University
BS, Human Performance

Heather (Wiley) Davis Heather (Wiley) Davis Greater Chicago Area Details
Heather (Wiley) Davis's Vanguard Experience July 2012 - Present
Job Key Account Sales Executive at Vanguard
Industry Financial Services
Experience
Vanguard   July 2012 - Present
GMO  March 2011 - June 2012
Longview Partners   May 2009 - February 2011
AllianceBernstein  May 2001 - November 2008

Skills
Asset Management, Wealth Management, Asset Managment, Investments, Alternative Investments, CRM, Pensions, Management, Series 63, Series 7

Education
Indiana University - Kelley School of Business   1997 — 2001
Bachelor of Science, Finance

Jennifer Bushong Burpoe Jennifer Bushong Burpoe Greater Philadelphia Area Details
Jennifer Bushong Burpoe's Vanguard Experience 2006 - August 2008
Job Education Professional
Industry Primary/Secondary Education
Experience
Saint Andrew School  September 2008 - Present
Vanguard   2006 - August 2008
Vanguard   February 2007 - June 2008
Vanguard   April 2006 - February 2007
ITT Technical Institute  May 2005 - April 2006

Skills
Sales, Marketing,..., Curriculum Design, Educational Technology, Curriculum Development, Instructional Design, Social Studies, Instructional Technology, Technology Integration, Educational Leadership

Education
Immaculata University   2007 — 2010
Master of Arts (M.A.), Educational Leadership and Administration, General

Immaculata University   2001 — 2005
BA, History/Politics

Giuseppe Di Prinzio Giuseppe Di Prinzio Norristown, Pennsylvania Details
Giuseppe Di Prinzio's Vanguard Experience February 2013 - November 2013
Job .NET Developer at Aramark
Industry Information Technology and Services
Experience
Aramark  August 2014 - Present
Siemens  January 2014 - July 2014
Vanguard   February 2013 - November 2013
Villa Maria Academy  August 2012 - February 2013
Sears Holdings Corporation  September 2010 - February 2013

Skills
Java, Agile Application..., Kanban, TIBCO Designer, UNIX, Oracle SQL Developer, JavaScript, HTML 5, Microsoft Excel, Dreamweaver, Wordpress, Customer Service, Process Improvement, Inventory Management, Retail, Management, Microsoft Office, Troubleshooting, Team Leadership, Leadership, Project Management, Customer Satisfaction, Business Analysis, Team Building, Visual Studio, SQL Server Reporting...

Education
Immaculata University   2010 — 2014
Bachelor's degree, Information Technology

Norristown Area High School   2006 — 2010
High School Diploma

Andrew Dziedzic, CIMA®, MBA Andrew Dziedzic, CIMA®, MBA Greater Philadelphia Area Details
Andrew Dziedzic, CIMA®, MBA's Vanguard Experience August 2004 - November 2005
Job Financial Strategies Advisory
Industry Financial Services
Experience
Financial Strategies Advisory   March 2013 - Present
Symetra  May 2012 - March 2013
Sentinel Investments  November 2005 - May 2012
Vanguard   August 2004 - November 2005

Skills
Mutual Funds, Investments, New Business Development, Business Planning, Finance, Series 63, Alternative Investments, Asset Allocation, Wealth Management, Securities, Series 7, Series 65, 401k Rollovers, 401k, Retirement Planning, Life Insurance, Variable Annuities, Fixed Annuities, Personal Budgeting, Real Estate, Property Management, Rental Real Estate, Personal Financial...

Education
University of Pennsylvania - The Wharton School   2010 — 2010
Certified Investment Management Analyst, Asset Management

La Salle University   2006 — 2008
MBA, Finance

Indiana University of Pennsylvania   1998 — 2002
Bachelors, Business

North Penn High School   1997 — 1998

Lansdale Catholic   1995 — 1997

CEG Worldwide
CEG Worldwide Consultant Program, Business Process Enhancement

Mariella Queipo Colon Mariella Queipo Colon Harrisburg, Pennsylvania Details
Mariella Queipo Colon's Vanguard Experience September 1999 - June 2002
Job Internal Wholesaler at Crump Life Insurance Services
Industry Insurance
Experience
Crump Life Insurance Services  August 2014 - Present
New York Life Insurance Company  August 2013 - August 2014
Highmark BlueShield   January 2012 - September 2013
University Research Co., LLC-Center for Human Services   October 2006 - May 2012
Vanguard   September 1999 - June 2002
Vanguard   February 1998 - September 1999
CRA Managed Care   August 1996 - November 1997
Center for Schools and Communities  March 1994 - August 1996

Skills
Program Evaluation, Proposal Writing, Customer Service, Healthcare, Program Management, Life Insurance, Sales, Nonprofits, Training, Community Outreach, Policy

Education
Immaculata University   2011 — 2014
Bachelor of Arts (B.A.), Health Care Administration

Kimberly Rafferty Kimberly Rafferty Greater Philadelphia Area Details
Kimberly Rafferty's Vanguard Experience October 1996 - Present
Job Multimedia Project Leader
Industry Financial Services
Experience
Vanguard   October 1996 - Present

Skills
Leadership, Project Management, Management, Instructional Design, Strategic Planning, Process Improvement, Relationship Management, ADDIE, Employee Training, Instructor-led Training, SDLC, Change Management, Financial Services, Captivate, E-Learning, Agile Methodologies

Education
Immaculata College   1989 — 1993
Bachelor of Arts (B.A.), Sociology and Elementary Education

Paul Bosse Paul Bosse Kennett Square, Pennsylvania Details
Paul Bosse's Vanguard Experience 2006 - Present
Job Principal, Investment Strategy Group at Vanguard
Industry Financial Services
Experience
Vanguard   2006 - Present
DuPont Capital Management  1987 - 2005
Signet Bank  1986 - 1987
NCNB (Bank of America)   1981 - 1986

Education
CFA Institute
CFA

Indiana University Bloomington
MBA, Investments, Finance

University of Virginia
Bachelor of Science (BS), McIntire School of Commerce

Heather Booraem Heather Booraem Greater Philadelphia Area Details
Heather Booraem's Vanguard Experience March 1998 - January 2009
Job Owner/ Doggy Daydreamz
Industry Information Technology and Services
Experience
Nerium International  November 2013 - Present
Glocker & Co Inc   May 2007 - February 2012
Vanguard   March 1998 - January 2009

Skills
Business Analysis, Business Process..., Software Testing Life..., Office Administration, Data Analysis, Requirements Gathering, Business Requirements, Business Rules, Microsoft Office, Mac, PC

Education
Immaculata University   2002 — 2006
B.A, Organizational dynamics/Human Performance Management

Samuel P. Varano, CFP® Samuel P. Varano, CFP® Greater Philadelphia Area Details
Samuel P. Varano, CFP®'s Vanguard Experience January 2004 - July 2005
Job Pitcairn | Personal Financial Manager | Wealth Managment Services| CERTIFIED FINANCIAL PLANNER™ | MultiFamily Office
Industry Investment Management
Experience
Pitcairn  April 2014 - Present
United Capital Financial Advisers, LLC  September 2013 - April 2014
Mercer Advisors  February 2012 - March 2013
WebsterRogers Financial Advisors, LLC   March 2010 - November 2011
360 Financial Partners   2009 - 2010
Hirtle, Callaghan & Co.   July 2006 - September 2009
Vanguard   January 2004 - July 2005

Skills
Certified Financial..., Portfolio Management, Wealth Management, Institutional Investors, Investment Advisory, Financial Planning, Monte Carlo Simulation, Retirement Planning, 401k Rollovers, Retirement Plan..., Retirement Income..., Asset Management, Global Asset Allocation, Asset Allocation, Private Wealth..., Comprehensive Wealth..., Investments, Asset Managment, Retirement, Strategic Financial..., Wealth Management..., Investment Management, Investment Strategies, Institutional..., Alternative Investments, Finance, High Net Worth..., Financial Advisory, Relationship Management, Mutual Funds, Financial Markets, 401k, ETFs, Fixed Income, Financial Services, Series 65, Wealth, Family Office, Financial Planners, Pensions, Bonds, Personal Financial..., Fund Of Funds, IRAs, Pension Funds, Life Insurance, Separately Managed..., CRM, Options, Trusts

Education
Indiana University of Pennsylvania   1999 — 2004
B.S., Finance

The American College   2005 — 2007
Bryn Mawr, PA, CFP® Certification Education

Alison P. Smith Alison P. Smith Scottsdale, Arizona Details
Alison P. Smith's Vanguard Experience November 2011 - Present
Job Inheritance Specialist at Vanguard
Industry Financial Services
Experience
Vanguard   November 2011 - Present
The Judge Group  June 2011 - November 2011
Collegium Charter School  August 2008 - June 2011

Skills
Technical Recruiting, Customer Service, Project Management, Project Planning, Microsoft Office, Classroom, Management, Teaching, Applicant Tracking..., Public Speaking, Strategic Planning, New Business Development, Networking, Vendor Management, Business Analysis, SDLC, Program Management

Education
Indiana University of PA   2004 — 2008
Bachelor of Education (B.Ed.), Education

West Chester University of Pennsylvania
Masters in Education

Michelle Maloney Michelle Maloney Greater Philadelphia Area Details
Michelle Maloney's Vanguard Experience November 2007 - January 2011
Job Director of Marketing at the University of Valley Forge
Industry Higher Education
Experience
University of Valley Forge  January 2011 - Present
Vanguard   November 2007 - January 2011

Skills
Marketing, Management, CRM, Strategic Communications, Leadership, Analysis, Community Outreach, Microsoft Office

Education
Immaculata University   2005 — 2007
Masters, Organizational Leadership

Kutztown University of Pennsylvania   1999 — 2003
Bachelors, Communications/Public Relations

Tony Blair Tony Blair Greater Philadelphia Area Details
Tony Blair's Vanguard Experience November 2014 - Present
Job Investment Risk Analyst for Vanguard's Fixed Income Investment Group
Industry Financial Services
Experience
Vanguard   November 2014 - Present
Vanguard   August 2011 - July 2015
Vanguard   August 2009 - August 2011
The Bank of New York Mellon  June 2008 - August 2008
S&T Bank  February 2007 - May 2008

Skills
Portfolio Management, Equities, Fixed Income, Finance, Derivatives, Investments, Mutual Funds, Risk Management, Valuation

Education
Indiana University of Pennsylvania   2005 — 2009
Bachelor of Science, Finance, Economics

Patty J. Deusenberry Patty J. Deusenberry Tampa/St. Petersburg, Florida Area Details
Patty J. Deusenberry's Vanguard Experience 2008 - 2011
Job Experienced Benefits & Payroll Manager
Industry Human Resources
Experience
Ceridian  2015 - Present
Ceridian  2013 - 2015
ASPire Financial Services, LLC  2012 - 2013
Citi  2011 - 2012
Vanguard   2008 - 2011
Vanguard   2007 - 2008
Vanguard   2005 - 2007
Vanguard   2003 - 2005
Vanguard   2000 - 2003
Vanguard   1998 - 2000

Skills
Process Improvement, Management, CRM, Project Management, Leadership, Financial Services, 401k, Employee Benefits, Team Building, Mutual Funds, Human Resources, Relationship Management, Microsoft Excel, Vendor Management, Benefits Administration, Non-Qualified Deferred..., Customer Service, Defined Contribution, Investor Relations, Payroll, Call Centers, Change Management, Investments, Performance Management, Business Analysis, Microsoft Office, SaaS, Agile & Waterfall..., Program Management, Strategy, Risk Management, Team Leadership, Employee Relations, Time Management, Access

Education
Immaculata University   1988 — 1992
Bachelor of Arts

Brajendra Maurya Brajendra Maurya Greater Philadelphia Area Details
Brajendra Maurya's Vanguard Experience March 2010 - Present
Job Programmer Analyst
Industry Information Technology and Services
Experience
Vanguard   March 2010 - Present

Education
Indian Institute of Technology, Roorkee   1998 — 2002

Holly Brenckman Holly Brenckman Greater Philadelphia Area Details
Holly Brenckman's Vanguard Experience July 1996 - September 2005
Job Customer Success Manager at Genesys
Industry Information Technology and Services
Experience
Genesys  August 2014 - Present
Genesys  February 2011 - August 2014
Genesys Lab Canada   September 2008 - January 2011
Genesys Telecommunications Labs  October 2005 - September 2008
Vanguard   July 1996 - September 2005
Bell Atlantic  November 1992 - January 1996

Skills
CTI, Solution Architecture, Professional Services, VoIP, Telecommunications, Enterprise Software, Unified Communications, Contact Centers, ACD, IVR, SaaS, Telephony, Pre-sales, SIP, Call Centers, Cloud Computing, Avaya, Genesys, Integration

Education
Immaculata University   2002 — 2005

Ajith Raman Ajith Raman Greater Philadelphia Area Details
Ajith Raman's Vanguard Experience April 2000 - May 2003
Job Vice President
Industry Information Technology and Services
Experience
JPMorgan Chase & Co.   November 2011 - Present
JPMorgan Chase & Co.   July 2007 - November 2011
JP Morgan Chase  June 2003 - June 2007
Vanguard   April 2000 - May 2003
Ramco Systems  1996 - 1999

Education
Indian Institute of Technology, Madras   1992 — 1996
Bachelors, Mechanical

Pam Abitabilo Pam Abitabilo Greater Philadelphia Area Details
Pam Abitabilo's Vanguard Experience January 2006 - Present
Job Fraud Investigator
Industry Financial Services
Experience
Vanguard   January 2006 - Present
Vanguard   September 1997 - January 2006

Skills
AML, Fraud, Certified Fraud Examiner, Financial Risk, Risk Management, Operational Risk, Investigation, USA PATRIOT Act, Operational Risk..., KYC, Enterprise Risk..., Risk Assessment, Process Improvement

Education
Immaculata University   1996 — 1999
BA, Business

Main Line Paralegal Insititute   1989 — 1990
Certification

Crista Ford Crista Ford Greater Philadelphia Area Details
Crista Ford's Vanguard Experience October 1993 - June 1998
Job Project Manager at EFF Consulting, Inc.
Industry Consumer Services
Experience
EFF Consulting, Inc.   1998 - Present
Vanguard   October 1993 - June 1998

Skills
Process Improvement, Business Analysis, Business Process..., Insurance, Strategy, Financial Analysis, Finance, Portfolio Management, Banking, Auditing, Strategic Planning, Management, Leadership, Financial Services, Risk Management, Customer Service, Project Management

Education
Immaculata University   1997 — 1999
Elementary Education and Teaching

Saint Joseph's University   1989 — 1993
Bachleor of Science, Food Marketing

Villa Maria Academy   1985 — 1989

Rob Blatchford Rob Blatchford Phoenix, Arizona Area Details
Rob Blatchford's Vanguard Experience April 2006 - Present
Job Small Business Associate at Vanguard
Industry Financial Services
Experience
Vanguard   April 2006 - Present

Skills
Retirement Planning, Investments, Series 7, Leadership, Mutual Funds, Asset Allocation, Retirement, Series 6, IRAs, Portfolio Management, Wealth Management

Education
Indiana University - Kelley School of Business   1999 — 2003

Indiana University Bloomington   1999 — 2003
2003, Business Management

Mary Ann Freeman Mary Ann Freeman Darien, Connecticut Details
Mary Ann Freeman's Vanguard Experience January 1993 - June 1999
Job Consultant at Etcetera (Casuals Etcetera, Inc)
Industry Apparel & Fashion
Experience
Etcetera (Casuals Etcetera, Inc)   September 2007 - Present
Color Film Corporation   February 2001 - June 2006
Louis Dreyfus Commodities  August 1999 - February 2001
Vanguard   January 1993 - June 1999

Education
Immaculata College   1997 — 1999
Bachelor of Arts (BA), English Language and Literature, General

Villanova University   1987 — 1989
Associate of Arts (AA), Business Administration and Management, General

Len Hunsicker Len Hunsicker Harrisburg, Pennsylvania Details
Len Hunsicker's Vanguard Experience February 1999 - April 2000
Job Linehaul Driver at ABF Freight, Inc.
Industry Transportation/Trucking/Railroad
Experience
ABF Freight  November 2014 - Present
Cornerstone Institutional Investors, Inc.   May 2013 - September 2014
Cornerstone Advisors Asset Management, Inc.   May 2013 - September 2014
The Vanguard Group  September 2005 - July 2011
The Vanguard Group  June 2004 - September 2005
The Vanguard Group  April 2000 - June 2004
Vanguard   February 1999 - April 2000
Montgomery Newspapers  June 1996 - December 1999

Skills
Visio, Data Analysis, Financial Services, Leadership, Microsoft Excel, Access, PowerPoint, Business Analysis, Process Improvement, Training, Management, Human Resources, Microsoft Office, Outlook, Customer Service, Microsoft Word, SDLC, Analysis, Quality Assurance, Fundraising

Education
Immaculata University   2009 — 2012
B.A., Information Technology for Business, 3.86

Jeffrey A. Gibson Jeffrey A. Gibson Greater Philadelphia Area Details
Jeffrey A. Gibson's Vanguard Experience June 2004 - Present
Job Senior Client Relationship Administrator at Vanguard
Industry Financial Services
Experience
Vanguard   June 2004 - Present

Skills
Series 63, Series 6, Mutual Funds, Investments, Financial Services, Relationship Management, 401k, Retirement, Retirement Planning, Defined Benefit, FINRA, Defined Contribution, Pensions, ERISA, Finance, Investment Strategies, Investment Advisory

Education
Immaculata University
Business Administration

West Chester University of Pennsylvania

Parminder Dhillon Parminder Dhillon Greenville, South Carolina Details
Parminder Dhillon's Vanguard Experience 2014 - 2014
Job Manager at Cognizant Technology Solutions MetLife Project Lead
Industry Computer Software
Experience
Cognizant Technology Solutions - MetLife   December 2010 - Present
Vanguard   2014 - 2014
Wipro  June 2006 - November 2010
Kanbay - Capgemini   August 2003 - June 2006
Patni - IGATE   April 2002 - August 2003

Skills
Requirements Analysis, Software Project..., SDLC, Solution Architecture, Agile Methodologies, SQL, COBOLII, JCL, CICS, DB2, IMS DB/DC, IDMS, ADSO, IBM Mainframe, MS Project, Microsoft Office, Visio, Fileaid, Estimating, Team Management, Forecasting, Risk Management, Quality Management, Cost Management, Time Management, Analytic Thinking, Scope Management, Project Coordination, Testing, Project Tracking

Education
Indian Institute of Technology, Delhi   2000 — 2001
Master's degree, Mechanical Engineering

Punjab Technical University   1995 — 1999
Bachelor's degree, Mechanical Engineering

Meghan Knapp Meghan Knapp Drexel Hill, Pennsylvania Details
Meghan Knapp's Vanguard Experience July 2015 - Present
Job Relationship Analyst in Bank Strategy and Relations Group at Vanguard
Industry Financial Services
Experience
Vanguard   July 2015 - Present
Vanguard   October 2011 - Present
The Vanguard Group  2005 - 2011
Becket & Lee LLP  1999 - 2000

Skills
Financial Services, Mutual Funds, Visio, Process Improvement, Lotus Notes, Access, Relationship Management, SharePoint, Business Analysis, Project Management, Analysis, Finance

Education
University of Phoenix   2014 — 2017
Bachelor's Degree, Business Administration, Management and Operations, 3.91 GPA

Immaculata University   1997 — 2000
Certified, Paralegal

Main Line Paralegal Institute   1998 — 1999
Certified Paralegal, Paralegal Studies

Immaculata University   1997 — 1998

Archbishop Carroll Highschool   1993 — 1997
High School

Peter Schuchart Peter Schuchart Greater New York City Area Details
Peter Schuchart's Vanguard Experience October 1996 - July 2004
Job Operations Specialist at James Alpha Management, LLC
Industry Investment Management
Experience
James Alpha Management, LLC   September 2015 - Present
Tradewinds Global Investors LLC  September 2006 - November 2012
Dimensional Fund Advisors  August 2004 - September 2006
Vanguard   October 1996 - July 2004

Skills
Portfolio Management, Equities, Mutual Funds, Investments, Trading, Asset Allocation, Alternative Investments, Investment Management, Asset Management, Separately Managed..., Financial Services, Asset Managment, Options, Charles River IMS, Investment Strategies, FactSet

Education
Indiana University - Kelley School of Business
MSc, Finance

University of Phoenix   1996 — 1998
Master of Business Administration (MBA), Business Administration and Management, General

Indiana University Bloomington
BA, Economics

Khaalis McGibboney Khaalis McGibboney Greater Philadelphia Area Details
Khaalis McGibboney's Vanguard Experience July 2010 - Present
Job Quality Assurance Administrator at Vanguard
Industry Financial Services
Experience
Vanguard   July 2010 - Present
The Vanguard Group  July 2005 - Present
The Vanguard Group  2001 - July 2005
Vanguard   July 1999 - September 2001
Mellon PSFS  January 1998 - July 1999

Skills
Series 6, Series 63, Series 7

Education
Coatesville Area Senior High School   1992 — 1996

Immaculata University

Nathalie Haibach Nathalie Haibach Greater Philadelphia Area Details
Nathalie Haibach's Vanguard Experience October 2013 - Present
Job Control Manager at Vanguard
Industry Financial Services
Experience
Vanguard   October 2013 - Present
Vanguard   July 2012 - October 2013
Vanguard   April 2011 - July 2012
Vanguard   2008 - July 2011
Vanguard   2004 - 2007
Vanguard   2002 - 2004
Vanguard   October 1992 - 2002

Skills
Process Improvement, Six Sigma, Mutual Funds, Relationship Management, CRM, Leadership, Risk Management, Business Analysis, Business Process..., Financial Services, Management, Change Management, Investments, Finance, Strategic Planning

Education
Immaculata University   2004 — 2008

David Apedoh David Apedoh Greater Philadelphia Area Details
David Apedoh's Vanguard Experience January 2003 - September 2004
Job Supervisor Global Finance Operations at Towers Watson
Industry Management Consulting
Experience
Towers Watson  May 2015 - Present
Towers Watson  August 2011 - April 2015
PNC  March 2011 - August 2011
Wells Fargo Bank  October 2004 - April 2011
Vanguard   January 2003 - September 2004
De Lage Landen  January 2002 - January 2003

Skills
Documentation, Credit, Financial Analysis, Outlook, Banking, Excel, Business Analysis, Microsoft Excel, Oracle E-Business Suite, Oracle, Oracle Applications, Software Documentation, Analysis, Risk Management, Access, Investments, Loans, Finance, Business Process..., Process Improvement

Education
University of Scranton - Kania Graduate School of Management   2013 — 2015
Master of Business Administration (M.B.A.), Finance

Immaculata University   2000 — 2004
Bachelor of Arts (B.A.), International Business Studies

David Colaizzi David Colaizzi Greater Philadelphia Area Details
David Colaizzi's Vanguard Experience August 1998 - December 2001
Job Director Leadership Development at Penske Truck Leasing
Industry Translation and Localization
Experience
Penske Truck Leasing  January 2008 - Present
Penske Logistics  2001 - Present
Penske  2001 - Present
Vanguard   August 1998 - December 2001

Skills
Leadership Development, Organizational...

Education
Saint Joseph's University   2000 — 2001
Certificate Program, Organization Development

Pennsylvania State University-Great Valley Graduate Center   1989 — 1992
ME, Instructional Design & Development

Indiana University of Pennsylvania   1975 — 1980
BA, Business Administration

Ravi Kiran Kanumuri Ravi Kiran Kanumuri Dallas/Fort Worth Area Details
Ravi Kiran Kanumuri's Vanguard Experience October 2014 - April 2015
Job Oracle EDQ/OWS Specialist at Nationwide Insurance
Industry Information Technology and Services
Experience
Nationwide Insurance  April 2015 - Present
Vanguard   October 2014 - April 2015
First Advantage  January 2014 - October 2014
ADP  September 2013 - January 2014
Equinix  April 2013 - October 2013
NBTY  August 2012 - March 2013
PC Connection  November 2010 - March 2013
LumenData  October 2010 - March 2013
Nintendo  May 2012 - August 2012
Weight Watchers  January 2012 - July 2012

Skills
Oracle, Java, Perl, Requirements Analysis, Test Automation, Shell Scripting, SDLC, Agile Methodologies, Software Project..., PL/SQL, Integration, Testing, SQL, Siebel, UCM, EDQ, IIR, Informatica Identity..., Oracle Customer Hub, universal customer..., Siebel MDM, Informatica Data Quality, Oracle Data Quality, Hyperion DRM, Master Data Management, Informatica, Data Quality, DRM, Solution Architecture, Data Migration, Web Services, ERP, Data Profiling, Business Analysis, SOA, Data Warehousing, Data Integration, EAI, Enterprise Architecture, Data Modeling, Business Intelligence, ETL, Requirements Gathering, Data Governance, OBIEE, Enterprise Software

Education
Indiana State University - School of Business   2008 — 2010
Master of Business Administration (M.B.A.), Business Administration and Management, General

Nagarjuna University   2002 — 2006
Bachelor of Technology (B.Tech.), Electrical, Electronics and Communications Engineering

James Saskiewicz James Saskiewicz Greater Philadelphia Area Details
James Saskiewicz's Vanguard Experience September 2000 - May 2013
Job Registered Representative Licensed Banker at Citizens Bank
Industry Financial Services
Experience
Citizens Bank  September 2014 - Present
Vanguard   September 2000 - May 2013

Skills
Series 63, Mutual Funds, Retirement Planning, Retirement, Investments, Series 6, Wealth Management, Asset Allocation, Securities, Strategic Financial...

Education
Immaculata University   2003 — 2004
Bachelor of Arts (B.A.), Organizational Leadership

Immaculata University   2000 — 2004
Bachelor's degree, Leadership and Organization Dynamics

Heidi Harrison Heidi Harrison Greater Philadelphia Area Details
Heidi Harrison's Vanguard Experience September 1991 - September 1992
Job Employment Specialist at Universal Technical Institute
Industry Education Management
Experience
Universal Technical Institute  October 2013 - Present
Anthem Institute  June 2009 - July 2012
Educational Data Systems Inc,  September 2006 - September 2007
Dowingtown School District   August 1999 - June 2006
Vanguard   September 1991 - September 1992
Merrill Lynch  January 1989 - February 1990

Skills
Project Management, Corporate Training, Management, Staff Development, Conflict Resolution, Career Counseling, Admissions, Career Development, Student Affairs, Resume Writing, CampusVue, Program Development, Accreditation, Customer Service, Educational Leadership, Campus, Job Search, Employee Training, Interviews, Recruiting

Education
Immaculata University
BA, Human Performance Management 2005

Jason Leininger Jason Leininger Greater Philadelphia Area Details
Jason Leininger's Vanguard Experience March 2009 - March 2013
Job Accounting & Finance Analyst at Santander Bank, N.A.
Industry Higher Education
Experience
Santander Bank, N.A.   February 2014 - Present
The Institutes  September 2013 - February 2014
UGI Corporation  April 2013 - September 2013
Vanguard   March 2009 - March 2013
Vanguard   December 2005 - March 2009
Vanguard   February 2004 - December 2005

Education
Penn State University   2009 — 2012
Master of Business Administration (M.B.A.)

Immaculata University
Certificate in Accounting

Penn State University
Bachelor's Degree, Business (Finance)

Renee Sharpe Renee Sharpe Coatesville, Pennsylvania Details
Renee Sharpe's Vanguard Experience October 2001 - July 2003
Job Operations Manager, Teacher, and Behavior Analyst
Industry Professional Training & Coaching
Experience
Hope Beyond Borders   January 2012 - Present
Harcum University – Coatesville Campus   September 2006 - Present
Chester County Respite Network   April 2009 - June 2014
Chester County Women’s Services   April 2008 - December 2008
Life Transforming Ministries   February 2006 - April 2008
Bethesda Project-Our Brothers’ Place   October 2003 - August 2005
Vanguard   October 2001 - July 2003
CDNOW, Inc   August 1999 - October 2001
BASES  January 1999 - January 2000

Skills
Program Development, Training, Mentoring Of Staff, Analysis, Change Management, Microsoft Office, Customer Service, Program Management, Organizational Behavior, Behavioral Health, Applied Behavior..., Applied Psychology, Management, Quality Management, Educational Leadership, Problem Solving, Event Planning

Education
LaSalle University   1998 — 2003
Master's degree, Business Administration and Management, General

LaSalle University
Bachelor of Arts, Psychology

Immaculata University

Nancy Ianni Nancy Ianni Greater Philadelphia Area Details
Nancy Ianni's Vanguard Experience Project managerThe Vanguard Group2007 - Present
Job Project Manager at Vanguard
Industry Financial Services
Experience
Vanguard   Project managerThe Vanguard Group2007 - Present
National Liberty  1990 - 1995

Skills
Agile Project Management, Scrum, SDLC, Process Improvement, Business Analysis, DB2, Agile Methodologies, Software Project..., Business Intelligence, Data Warehousing, Project Management, Visio, Disaster Recovery, Requirements Analysis, IT Strategy, Software Development, Requirements Gathering

Education
Immaculata University   1982 — 1989
BA, Business / Economics

Tamera Towers Tamera Towers Greater Philadelphia Area Details
Tamera Towers's Vanguard Experience May 1999 - Present
Job Line Manager at Vanguard
Industry Financial Services
Experience
Vanguard   May 1999 - Present
Bentley Systems  May 1994 - May 1999
Atlantic Science and Technology   May 1993 - May 1994
Lockheed Martin Corp.  June 1983 - May 1993

Education
Pennsylvania State University-Great Valley Graduate Center   2013 — 2015
Master of Business Administration (MBA), Managing Technology

Deptford High School

Deptford High School

Immaculata University
BA, Business, Economics

edith mochnaly edith mochnaly Greater Philadelphia Area Details
edith mochnaly's Vanguard Experience March 2010 - Present
Job Planning & Development Tealeaf System Admin Vanguard
Industry Financial Services
Experience
Vanguard   March 2010 - Present
Vanguard   2000 - Present

Skills
Tealeaf, WebTrends Analytics, Visio, Financial Services, Web Analytics, Analytics, CRM, Requirements Gathering, SDLC

Education
Immaculata University   1983 — 1986
Bachelor of Arts (B.A.), Economics

Kathy Berardi Kathy Berardi Greater Philadelphia Area Details
Kathy Berardi's Vanguard Experience ManagerThe Vanguard GroupApril 2000 - Present
Job Manager at Vanguard
Industry Financial Services
Experience
Vanguard   ManagerThe Vanguard GroupApril 2000 - Present
Valley Forge Technical Communications, Inc.   1985 - 2000

Education
Immaculata College
Bachelor of Applied Science (B.A.Sc.), English Language and Literature/Letters

Fred Iannini Fred Iannini Greater Philadelphia Area Details
Fred Iannini's Vanguard Experience April 2010 - Present
Job Testing Administrator at Vanguard
Industry Financial Services
Experience
Vanguard   April 2010 - Present
The Vanguard Group  2000 - Present

Skills
Outlook, Microsoft Excel, Access, PowerPoint, Microsoft Word, Microsoft Office, Software Documentation, Customer Service

Education
Indiana State University   1989 — 1995
Bachelor of Science (BS), Accounting and Finance

Ocean County College   1987 — 1989

Heather Marvon Heather Marvon Greater Philadelphia Area Details
Heather Marvon's Vanguard Experience February 2007 - Present
Job Accounts Payable Specialist at Vanguard
Industry Financial Services
Experience
Vanguard   February 2007 - Present
Vanguard   February 2004 - February 2007
GlaxoSmithKline  1997 - 1999

Skills
Customer Service, Account Reconciliation, Strategic Planning, Team Building, General Ledger, Accounts Payable, PeopleSoft, Accounting, Bank Reconciliation, Vlookup, Microsoft Office, Process Improvement, Lotus Notes, Training

Education
West Chester East High School   1992 — 1996

Shippensburg University of Pennsylvania   1996 — 1997
Bachelor of Business Administration (BBA), Business Administration and Management, General

Immaculata University
Organizational Dynamics, Accounting and Business/Management

John Sobotowski John Sobotowski Indianapolis, Indiana Area Details
John Sobotowski's Vanguard Experience February 2004 - March 2005
Job Retirement Plan Consultant at Capital Group
Industry Investment Management
Experience
Capital Group  August 2011 - Present
Capital Group  May 2005 - May 2012
Vanguard   February 2004 - March 2005

Skills
Series 7, Equities, Bloomberg, Fixed Income, Mutual Funds, ETFs, Investments, Series 63, Portfolio Management, Asset Managment, Asset Allocation, Alternative Investments, Hedge Funds, Equity Trading, Bonds, Retirement Plan..., Qualified Retirement..., 401k

Education
Indiana University - Kelley School of Business   1999 — 2003
Finance

Timothy Norton CFP® Timothy Norton CFP® Malvern, Pennsylvania Details
Timothy Norton CFP®'s Vanguard Experience November 2011 - Present
Job Senior Financial Planner
Industry Financial Services
Experience
Vanguard   November 2011 - Present
Vanguard   2004 - 2011
Vanguard   1999 - 2004
Nordstrom  January 1997 - February 1999
AMES Department Stores  1988 - 1997

Skills
Retirement Planning, Mutual Funds, Wealth Management, Strategic Financial..., Asset Allocation, Investment Strategies, Series 7, Investments, Investment Advisory, Portfolio Management, Financial Services, Retirement, Finance

Education
Immaculata University   2006 — 2010
BA, Financial Management

The American College   2000 — 2004
pre-course work, CFP

Derek Loux Derek Loux Greater Philadelphia Area Details
Derek Loux's Vanguard Experience September 2011 - November 2013
Job
Industry Financial Services
Experience
SEI  December 2013 - Present
Vanguard   September 2011 - November 2013
Vanguard   February 2010 - September 2011
Vanguard   January 2006 - February 2010
Vanguard   May 2004 - January 2006
Vanguard   May 2002 - May 2004

Education
Mississippi State University   2009 — 2011
MBA, Business

Immaculata University   2003 — 2007
Bachelors, Organizational Dynamics

Phoenixville Area High School

Geoffrey Marczyk Geoffrey Marczyk Greater Philadelphia Area Details
Geoffrey Marczyk's Vanguard Experience April 2007 - Present
Job Principal at Vanguard
Industry Financial Services
Experience
Vanguard   April 2007 - Present
Widener University  August 2002 - May 2007

Education
Medical College of Pennsylvania-Hahnemann University
PhD, Psychology

Villanova University School of Law
JD, Law

Immaculata University
MA, Counseling Psychology

Villanova University
MS, Human Organizational Science (Human Resource Development)

Villanova University
BA, Psychology

Dodson Bressi Dodson Bressi Greater Philadelphia Area Details
Dodson Bressi's Vanguard Experience February 1999 - February 2004
Job
Industry Financial Services
Experience
Edward Jones  May 2004 - May 2008
Vanguard   February 1999 - February 2004

Education
Immaculata University   2007 — 2008
None yet, Business/Finance

Deborah Isaac Deborah Isaac West Chester, Pennsylvania Details
Deborah Isaac's Vanguard Experience May 2004 - December 2007
Job Business Systems Analyst at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group  January 2008 - Present
Vanguard   May 2004 - December 2007
Vanguard   December 2000 - May 2004

Skills
Project Coordination, Organizational..., Requirements Analysis, Requirements Gathering, System Requirements, Business Requirements, Business Relationship...

Education
Immaculata University
Certification, Information Technology

Shippensburg University of Pennsylvania
Bachelor of Arts, Communications

Tiffany Hartshorne Tiffany Hartshorne Downingtown, Pennsylvania Details
Tiffany Hartshorne's Vanguard Experience July 2013 - Present
Job Billing and Receivables at Vanguard
Industry Financial Services
Experience
Vanguard   July 2013 - Present
Vanguard   August 2011 - July 2013
Vanguard   October 2009 - August 2011
Roberts Automobiles   July 2005 - September 2007

Skills
Accounts Receivable, Financial Analysis, Data Analysis, Microsoft Excel, Accounting, Financial Reporting, Mutual Funds, Invoicing, Finance, Auditing, Time Management, Account Reconciliation, PowerPoint, Microsoft Office, Customer Service, Leadership, Tax Reporting, Tax Research, Problem Solving, Billing Process, Tax Returns, Tax Preparation, Risk Management, Risk Assessment, Internal Controls

Education
Rosemont College   2011 — 2014
Master of Business Administration (M.B.A.)

Immaculata University   2007 — 2010
Bachelor of Arts (B.A.), Finance, General, GPA 3.89

Adam Glunz Adam Glunz Hummelstown, Pennsylvania Details
Adam Glunz's Vanguard Experience January 2000 - September 2001
Job Database Administrator at Highmark
Industry Insurance
Experience
Highmark Inc.  September 2012 - Present
Highmark Inc.  March 2008 - September 2012
Highmark Inc.  September 2001 - March 2008
Vanguard   January 2000 - September 2001

Skills
Leadership, Analysis, Database Administration, Databases, SDLC, Integration, Microsoft SQL Server, SQL, Data Analysis, SharePoint, Software Documentation, Team Building

Education
Penn State University
Master of Science (M.S.), Information Systems

Indiana University of Pennsylvania
Bachelor of Science (B.S.), Computer Science

Mary Kearney Mary Kearney Exton, Pennsylvania Details
Mary Kearney's Vanguard Experience August 1987 - January 1997
Job Operations Analyst at BNP Paribas
Industry Financial Services
Experience
BNP Paribas  October 2013 - Present
Vanguard   August 1987 - January 1997
QVC  January 1987 - August 1987

Skills
Customer Service, Finance, Management, Team Management

Education
Penn State University   1994 — 1997
Master's degree, Business Administration and Management, General

Immaculata College   1989 — 1992
Bachelor of Arts (BA), Business Administration and Management, General

Julia Chestaro Julia Chestaro Greater Philadelphia Area Details
Julia Chestaro's Vanguard Experience April 1999 - Present
Job Senior Project Administrator
Industry Financial Services
Experience
Vanguard   April 1999 - Present

Skills
Microsoft Excel

Education
Immaculata University   1995 — 1999
Bachelor of Arts (B.A.), Human Resources Management and Services

Sara Sprouse Sara Sprouse Wayne, Pennsylvania Details
Sara Sprouse's Vanguard Experience NOW RETIREDVanguardApril 1989 - August 2013
Job NOW RETIRED at Vanguard
Industry Financial Services
Experience
Vanguard   NOW RETIREDVanguardApril 1989 - August 2013

Skills
Customer Service, Microsoft Office, Microsoft Excel, Leadership, Project Management, Financial Analysis, Investments, PowerPoint, Microsoft Word, Strategic Planning

Education
Indiana State University
BS Education, Music

Danielle Hendricks Danielle Hendricks West Chester, Pennsylvania Details
Danielle Hendricks's Vanguard Experience June 2008 - Present
Job Retirement Plan Administrator at Vanguard
Industry Financial Services
Experience
Vanguard   June 2008 - Present
Car Sense  2007 - 2007
UPS  2000 - 2006

Skills
Microsoft Excel, Client Relationship..., Kaizen, Corporate Sustainability, Problem Solving

Education
Immaculata University
Financial Management

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