Vanguard Company
Industry: Investment management company
DescriptionThe Vanguard Group is an American registered investment advisor based in Malvern, Pennsylvania with over $5.1 trillion in assets under management. It is the largest provider of mutual funds and the second-largest provider of exchange-traded funds in the world after BlackRock's iShares. Customer service: 0800 032 3731 Assets under management: 5.1 trillion USD (January 31, 2018) Founder: John C. Bogle Founded: 1 May 1975, Valley Forge, Pennsylvania, United States CEO: Mortimer J. Buckley (Jan 2018–) Headquarters: Valley Forge, Pennsylvania, United States
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Vanguard Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Vanguard March 2010 - Present
Education
Indian Institute of Technology, Roorkee 1998 — 2002
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
Edward Jones May 2004 - May 2008
Vanguard February 1999 - February 2004
Education
Immaculata University 2007 — 2008
None yet, Business/Finance
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
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
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
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
Vanguard April 1999 - Present
Skills
Microsoft Excel
Education
Immaculata University 1995 — 1999
Bachelor of Arts (B.A.), Human Resources Management and Services
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