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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9,967 Vanguard employees in database. Find out everything there's to know about Vanguard employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Vanguard Employees
Employee
Years
Job
Industry
Heather Horvath Heather Horvath's Vanguard Experience January 1997 - October 2000
Job Human Resources Director at All4 Inc.
Industry Environmental Services
Experience
All4 Inc. September 2013 - Present
All4 Inc. October 2008 - August 2013
Vanguard January 1997 - October 2000
Vanguard August 1992 - December 1996
Skills
Human Resources, Management, Microsoft Office, Project Management, Customer Service, Public Speaking, Customer Satisfaction
Education
The Ohio State University 1987 — 1992
Bachelor of Arts, Communication and Japanese
国際基督教大学 / International Christian University 1989 — 1990
Major field of Study
All4 Inc. September 2013 - Present
All4 Inc. October 2008 - August 2013
Vanguard January 1997 - October 2000
Vanguard August 1992 - December 1996
Skills
Human Resources, Management, Microsoft Office, Project Management, Customer Service, Public Speaking, Customer Satisfaction
Education
The Ohio State University 1987 — 1992
Bachelor of Arts, Communication and Japanese
国際基督教大学 / International Christian University 1989 — 1990
Major field of Study
Beverly Bowers CFP®, CDFA™ Beverly Bowers CFP®, CDFA™'s Vanguard Experience 2003 - 2007
Job Senior Wealth Advisor at Pacwest Financial Management
Industry Financial Services
Experience
Pacwest Financial Management January 2015 - Present
Bowers Financial Services, LLC July 2014 - January 2015
Miller/Russell & Associates 2007 - 2013
Vanguard 2003 - 2007
Bowers Financial Services, LLC 2001 - 2003
Charles Schwab 1992 - 2001
Souders and Associates, Inc 1991 - 1992
Security Pacific Bank 1979 - 1990
Skills
Wealth Management, Investment Advisory, Portfolio Management, Securities, Investment Management, Estate Planning, Investments, Financial Analysis, Fixed Income, Financial Advisory, ETFs, Bonds, Finance, Banking, Asset Allocation, Strategic Financial..., Financial Markets, Retirement Planning, Mutual Funds, High Net Worth..., IRAs, Wealth Management..., Alternative Investments, Investment Strategies, Series 65, Insurance, Asset Management, Equities, Financial Planners, Wealth, Options, Client Relations Skills, Financial Planning
Education
Iowa State University 1969 — 1973
B.S., Major in Economics, Minor in Business
University of Colorado Boulder
ABA School of Bank Investments
University of Washington
Pacific Coast Banking School
Pacwest Financial Management January 2015 - Present
Bowers Financial Services, LLC July 2014 - January 2015
Miller/Russell & Associates 2007 - 2013
Vanguard 2003 - 2007
Bowers Financial Services, LLC 2001 - 2003
Charles Schwab 1992 - 2001
Souders and Associates, Inc 1991 - 1992
Security Pacific Bank 1979 - 1990
Skills
Wealth Management, Investment Advisory, Portfolio Management, Securities, Investment Management, Estate Planning, Investments, Financial Analysis, Fixed Income, Financial Advisory, ETFs, Bonds, Finance, Banking, Asset Allocation, Strategic Financial..., Financial Markets, Retirement Planning, Mutual Funds, High Net Worth..., IRAs, Wealth Management..., Alternative Investments, Investment Strategies, Series 65, Insurance, Asset Management, Equities, Financial Planners, Wealth, Options, Client Relations Skills, Financial Planning
Education
Iowa State University 1969 — 1973
B.S., Major in Economics, Minor in Business
University of Colorado Boulder
ABA School of Bank Investments
University of Washington
Pacific Coast Banking School
Bryan M. David Bryan M. David's Vanguard Experience April 2014 - Present
Job Investment Professional at Vanguard
Industry Investment Management
Experience
Vanguard April 2014 - Present
FedBid, Inc. June 2013 - September 2013
Chester County Intermediate Unit May 2011 - September 2011
Education
James Madison University 2008 — 2013
Bachelor of Science (B.S.), Public Policy and Administration
James Madison University 2008 — 2013
Bachelor of Science (B.S.), Philosophy, Interdisciplinary
Vanguard April 2014 - Present
FedBid, Inc. June 2013 - September 2013
Chester County Intermediate Unit May 2011 - September 2011
Education
James Madison University 2008 — 2013
Bachelor of Science (B.S.), Public Policy and Administration
James Madison University 2008 — 2013
Bachelor of Science (B.S.), Philosophy, Interdisciplinary
David Guyer's Vanguard Experience August 1992 - October 1996
Job Director of Sales & Marketing at DomeTag® Brand Labels
Industry Marketing and Advertising
Experience
International Direct Response, Inc. October 1996 - October 2012
Vanguard August 1992 - October 1996
Skills
New Business Development, Direct Marketing, Account Management, Marketing Strategy, Digital Marketing, Sales Management, Integrated Marketing, Advertising, Marketing, Social Media Marketing, B2B
Education
Indiana University of Pennsylvania 1984 — 1987
International Direct Response, Inc. October 1996 - October 2012
Vanguard August 1992 - October 1996
Skills
New Business Development, Direct Marketing, Account Management, Marketing Strategy, Digital Marketing, Sales Management, Integrated Marketing, Advertising, Marketing, Social Media Marketing, B2B
Education
Indiana University of Pennsylvania 1984 — 1987
Amy Todd's Vanguard Experience July 2014 - Present
Job University Relations Specialist at Vanguard
Industry Financial Services
Experience
Vanguard July 2014 - Present
Vanguard October 2012 - June 2014
Vanguard July 2011 - October 2012
James Madison University October 2008 - May 2011
Abercrombie & Fitch August 2006 - December 2007
On-Air Sales and Marketing May 2007 - June 2007
Upper Main Line YMCA June 2005 - June 2007
Skills
Event Planning, Social Media, Social Media Marketing, Public Speaking, PowerPoint, Facebook, Research, Email Marketing, Editing, Microsoft Office, Marketing, Customer Service, Social Networking, Fitness, Microsoft Excel, Marketing Communications, Microsoft Word, Marketing Strategy, Project Management, WordPress, Google Adwords, Strategic Communications, Access, Account Management, Adobe Creative Suite, Advertising, Blogging, Budgets, Data Analysis, Fundraising, Google Analytics, Leadership, Management, Market Research, Nonprofits, Online Advertising, Online Marketing, Photoshop, Retail, SEO, Sales, Staff Development, Teaching, Team Leadership, Time Management, Training
Education
James Madison University 2007 — 2011
BBA, Marketing
Vanguard July 2014 - Present
Vanguard October 2012 - June 2014
Vanguard July 2011 - October 2012
James Madison University October 2008 - May 2011
Abercrombie & Fitch August 2006 - December 2007
On-Air Sales and Marketing May 2007 - June 2007
Upper Main Line YMCA June 2005 - June 2007
Skills
Event Planning, Social Media, Social Media Marketing, Public Speaking, PowerPoint, Facebook, Research, Email Marketing, Editing, Microsoft Office, Marketing, Customer Service, Social Networking, Fitness, Microsoft Excel, Marketing Communications, Microsoft Word, Marketing Strategy, Project Management, WordPress, Google Adwords, Strategic Communications, Access, Account Management, Adobe Creative Suite, Advertising, Blogging, Budgets, Data Analysis, Fundraising, Google Analytics, Leadership, Management, Market Research, Nonprofits, Online Advertising, Online Marketing, Photoshop, Retail, SEO, Sales, Staff Development, Teaching, Team Leadership, Time Management, Training
Education
James Madison University 2007 — 2011
BBA, Marketing
Allison Keller 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
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
Pedro J Regalado's Vanguard Experience May 2014 - Present
Job Investment Consultant at Vanguard
Industry Financial Services
Experience
Vanguard May 2014 - Present
Skills
Financial Analysis, Series 7, Series 63, Banking, Mutual Funds, Financial Planning, Sales, Management, Social Media Marketing, Relationship Management, Investments, Research, Social Networking, High Net Worth...
Education
Iona College 2003 — 2007
Bachelor of Business Administration (BBA), Management
All Hallows
Vanguard May 2014 - Present
Skills
Financial Analysis, Series 7, Series 63, Banking, Mutual Funds, Financial Planning, Sales, Management, Social Media Marketing, Relationship Management, Investments, Research, Social Networking, High Net Worth...
Education
Iona College 2003 — 2007
Bachelor of Business Administration (BBA), Management
All Hallows
Russ Campbell Russ Campbell's Vanguard Experience 1996 - 2013
Job President of RJC Capital, LLC
Industry Financial Services
Experience
RJC Capital, LLC September 2013 - Present
Vanguard 1996 - 2013
Buck Consultants August 1995 - September 1996
The Monitor Group, Inc (merged with Savant Capital Management) March 1989 - August 1995
BB&T Bank (FVB) October 1985 - June 1988
Skills
Finance, Project Management, Strategic Planning, Investments, Business Analysis, Customer Service, Risk Management, Financial Analysis, Financial Services, Relationship Management, Banking, Financial Reporting, Leadership, Portfolio Management, Management, Analysis
Education
James Madison University
Bachelor of Business Administration (B.B.A.)
RJC Capital, LLC September 2013 - Present
Vanguard 1996 - 2013
Buck Consultants August 1995 - September 1996
The Monitor Group, Inc (merged with Savant Capital Management) March 1989 - August 1995
BB&T Bank (FVB) October 1985 - June 1988
Skills
Finance, Project Management, Strategic Planning, Investments, Business Analysis, Customer Service, Risk Management, Financial Analysis, Financial Services, Relationship Management, Banking, Financial Reporting, Leadership, Portfolio Management, Management, Analysis
Education
James Madison University
Bachelor of Business Administration (B.B.A.)
John Schnabel John Schnabel's Vanguard Experience July 2010 - Present
Job
Industry Online Media
Experience
Vanguard July 2010 - Present
Unisys September 2002 - February 2008
Image Refinery June 2000 - June 2001
Education
James Madison University 1997 — 2000
Vanguard July 2010 - Present
Unisys September 2002 - February 2008
Image Refinery June 2000 - June 2001
Education
James Madison University 1997 — 2000
Stephanie Halliday Stephanie Halliday's Vanguard Experience September 2008 - July 2010
Job Sales Service Representative at CertainTeed Corporation
Industry Financial Services
Experience
CertainTeed Corporation, a Subsidiary of Saint-Gobain August 2015 - Present
Pall Corporation October 2010 - July 2015
Vanguard September 2008 - July 2010
Merrill Lynch December 2006 - August 2008
Skills
CRM, Sales Management, Microsoft Excel, Sales, Process Improvement, Customer Service, Account Management, Business Development, Sales Operations, New Business Development, Product Development, Salesforce.com, Team Building, Contract Negotiation, Cross-functional Team...
Education
Saint Joseph's University 2008 — 2010
Master of Science, Criminal Justice, 3.70
Indiana University of Pennsylvania 2002 — 2006
Bachelor of Arts, Economics, Minors in Pre-Law and Criminology, 3.80
CertainTeed Corporation, a Subsidiary of Saint-Gobain August 2015 - Present
Pall Corporation October 2010 - July 2015
Vanguard September 2008 - July 2010
Merrill Lynch December 2006 - August 2008
Skills
CRM, Sales Management, Microsoft Excel, Sales, Process Improvement, Customer Service, Account Management, Business Development, Sales Operations, New Business Development, Product Development, Salesforce.com, Team Building, Contract Negotiation, Cross-functional Team...
Education
Saint Joseph's University 2008 — 2010
Master of Science, Criminal Justice, 3.70
Indiana University of Pennsylvania 2002 — 2006
Bachelor of Arts, Economics, Minors in Pre-Law and Criminology, 3.80
Tyrone Bynum Tyrone Bynum's Vanguard Experience September 2000 - September 2003
Job Developer/Property Manager
Industry Real Estate
Experience
Prodigy Corp LLC March 2008 - Present
City of Philadelphia September 2003 - January 2011
Vanguard September 2000 - September 2003
Skills
Human Capital Management, Organizational..., New Business Development, Direct Sales, Financial Reporting, Financial Accounting, Local Government, Government Procurement, Government Contracting, Real Estate Development, Contract Negotiation, Lease Negotiations
Education
Indiana University of Pennsylvania 1996 — 2000
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Indiana University of PennsylvaniaUS-Pennsylvania-Indiana 1996 — 2000
Bachelor's Degree, Business Management
Prodigy Corp LLC March 2008 - Present
City of Philadelphia September 2003 - January 2011
Vanguard September 2000 - September 2003
Skills
Human Capital Management, Organizational..., New Business Development, Direct Sales, Financial Reporting, Financial Accounting, Local Government, Government Procurement, Government Contracting, Real Estate Development, Contract Negotiation, Lease Negotiations
Education
Indiana University of Pennsylvania 1996 — 2000
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Indiana University of PennsylvaniaUS-Pennsylvania-Indiana 1996 — 2000
Bachelor's Degree, Business Management
Kimberly Whaley's Vanguard Experience August 2014 - Present
Job Talent Mgt. & Event Logistics Specialist at Vanguard
Industry Financial Services
Experience
Vanguard August 2014 - Present
Vanguard April 2000 - August 2014
Vanguard November 1997 - April 2000
Federated Department Stores September 1993 - November 1997
Skills
Human Resources, Management, Training, Training Delivery, Program Management, CRM, Employee Benefits, Benefits Administration, PeopleSoft, Payroll, Learning Management..., Agile Methodologies, Microsoft Office, Investments, Curriculum Design, Cornerstone, Salesforce
Education
Jacksonville University 1986 — 1990
Bachelor of Arts, COMMUNICATION, Marketing and Management
Woodward Academy 1983 — 1986
Vanguard August 2014 - Present
Vanguard April 2000 - August 2014
Vanguard November 1997 - April 2000
Federated Department Stores September 1993 - November 1997
Skills
Human Resources, Management, Training, Training Delivery, Program Management, CRM, Employee Benefits, Benefits Administration, PeopleSoft, Payroll, Learning Management..., Agile Methodologies, Microsoft Office, Investments, Curriculum Design, Cornerstone, Salesforce
Education
Jacksonville University 1986 — 1990
Bachelor of Arts, COMMUNICATION, Marketing and Management
Woodward Academy 1983 — 1986
Juan Irizarry Juan Irizarry's Vanguard Experience October 2012 - January 2013
Job Sr. Database Administrator at Descartes Systems Group
Industry Information Technology and Services
Experience
Descartes Systems Group July 2014 - Present
NBOME February 2013 - July 2014
Vanguard October 2012 - January 2013
GMAC Bank August 2012 - October 2012
Portfolio Recovery Associates, Inc. December 2011 - August 2012
Amerigroup Corporation April 2011 - December 2011
Wolseley January 2007 - March 2011
Biomet 3i December 2005 - December 2006
MortgageFlex Systems, Inc. May 2003 - December 2005
Union Planters Bank December 2001 - May 2003
Skills
Oracle, Oracle SQL, Oracle E-Business Suite, Database Admin, Disaster Recovery, Database Administration, Databases, IT Management, Performance Tuning, PL/SQL, Database Design, System Administration, ITIL, ERP, Oracle Applications, SQL, Microsoft SQL Server, Business Continuity..., Business Intelligence, Integration, Solaris, Software Documentation, Data Warehousing, Data Migration, Data Center, Servers, Security, AIX, Testing, Unix, Troubleshooting, Linux, Operating Systems, Enterprise Software, Shell Scripting, SQL Tuning, Access, Oracle RAC, HP-UX, IT Operations, CRM, Networking, Visio, Process Improvement, Photography, Data Warehouse, IBM AIX
Education
Western Governors University
BS
Citrix education 2007 — 2007
Microsoft Education 2007 — 2007
Oracle University 2006 — 2006
OCP
DRII 2004 — 2004
ABCP
Inter-American University of Puerto Rico-Metropolitan Campus 1987 — 1989
Descartes Systems Group July 2014 - Present
NBOME February 2013 - July 2014
Vanguard October 2012 - January 2013
GMAC Bank August 2012 - October 2012
Portfolio Recovery Associates, Inc. December 2011 - August 2012
Amerigroup Corporation April 2011 - December 2011
Wolseley January 2007 - March 2011
Biomet 3i December 2005 - December 2006
MortgageFlex Systems, Inc. May 2003 - December 2005
Union Planters Bank December 2001 - May 2003
Skills
Oracle, Oracle SQL, Oracle E-Business Suite, Database Admin, Disaster Recovery, Database Administration, Databases, IT Management, Performance Tuning, PL/SQL, Database Design, System Administration, ITIL, ERP, Oracle Applications, SQL, Microsoft SQL Server, Business Continuity..., Business Intelligence, Integration, Solaris, Software Documentation, Data Warehousing, Data Migration, Data Center, Servers, Security, AIX, Testing, Unix, Troubleshooting, Linux, Operating Systems, Enterprise Software, Shell Scripting, SQL Tuning, Access, Oracle RAC, HP-UX, IT Operations, CRM, Networking, Visio, Process Improvement, Photography, Data Warehouse, IBM AIX
Education
Western Governors University
BS
Citrix education 2007 — 2007
Microsoft Education 2007 — 2007
Oracle University 2006 — 2006
OCP
DRII 2004 — 2004
ABCP
Inter-American University of Puerto Rico-Metropolitan Campus 1987 — 1989
William Reinhardt, CFP® William Reinhardt, CFP®'s Vanguard Experience March 2014 - Present
Job Senior Sales Analyst, Institutional Sales at Vanguard
Industry Financial Services
Experience
Vanguard March 2014 - Present
Vanguard January 2011 - March 2014
Vanguard January 2007 - January 2011
Vanguard July 2006 - January 2007
Skills
Investments, Series 7, Series 63, Retirement, Sales, Financial Planning, Investment Strategies, 401k, Series 6, Relationship Management
Education
Indiana University of Pennsylvania 2001 — 2006
Bachelor's Degree, Finance, General
Vanguard March 2014 - Present
Vanguard January 2011 - March 2014
Vanguard January 2007 - January 2011
Vanguard July 2006 - January 2007
Skills
Investments, Series 7, Series 63, Retirement, Sales, Financial Planning, Investment Strategies, 401k, Series 6, Relationship Management
Education
Indiana University of Pennsylvania 2001 — 2006
Bachelor's Degree, Finance, General
Joshua Hughes Joshua Hughes's Vanguard Experience May 2013 - Present
Job Fund Financial Analyst at Vanguard
Industry Financial Services
Experience
Vanguard May 2013 - Present
Vanguard August 2011 - May 2013
Noble Real Estate, LLC May 2010 - August 2010
Skills
Process Automation, Process Improvement, Analysis, VBA, Access, Microsoft Excel, Finance, Fixed Income, Microsoft Office, Rumba, Fiserv, BlackRock Aladdin, Cognos
Education
Indiana University of Pennsylvania 2007 — 2011
Bachelor of Science (BS), Major: Finance, General; Minor: Economics, 3.81/4.0
Vanguard May 2013 - Present
Vanguard August 2011 - May 2013
Noble Real Estate, LLC May 2010 - August 2010
Skills
Process Automation, Process Improvement, Analysis, VBA, Access, Microsoft Excel, Finance, Fixed Income, Microsoft Office, Rumba, Fiserv, BlackRock Aladdin, Cognos
Education
Indiana University of Pennsylvania 2007 — 2011
Bachelor of Science (BS), Major: Finance, General; Minor: Economics, 3.81/4.0
Brian Cleary Brian Cleary's Vanguard Experience March 2014 - Present
Job Senior Legal Analyst at Vanguard
Industry Financial Services
Experience
Vanguard March 2014 - Present
Vanguard January 2013 - March 2014
Vanguard July 2010 - December 2012
Vanguard May 2009 - 2011
Vanguard May 2007 - April 2009
Vanguard April 2004 - April 2007
Skills
Financial Services, Leadership, Project Management, Process Improvement, Series 63, Mutual Funds, Customer Service, Operations Management, DMAIC, Supervisory Skills, Series 6, Series 26, Call Centers, Securities, PowerPoint, Microsoft Excel, Microsoft Project, FATCA, UCITS, Common Contractual Funds
Education
Saint Joseph's University 2011 — 2015
Master of Business Administration (MBA)
James Madison University - College of Business 1998 — 2002
Bachelor of Business Administration (BBA), Marketing
Vanguard March 2014 - Present
Vanguard January 2013 - March 2014
Vanguard July 2010 - December 2012
Vanguard May 2009 - 2011
Vanguard May 2007 - April 2009
Vanguard April 2004 - April 2007
Skills
Financial Services, Leadership, Project Management, Process Improvement, Series 63, Mutual Funds, Customer Service, Operations Management, DMAIC, Supervisory Skills, Series 6, Series 26, Call Centers, Securities, PowerPoint, Microsoft Excel, Microsoft Project, FATCA, UCITS, Common Contractual Funds
Education
Saint Joseph's University 2011 — 2015
Master of Business Administration (MBA)
James Madison University - College of Business 1998 — 2002
Bachelor of Business Administration (BBA), Marketing
Kevin Savona, CFP® Kevin Savona, CFP®'s Vanguard Experience June 1998 - June 2005
Job Senior Portfolio Officer at BNY Mellon
Industry Investment Management
Experience
BNY Mellon June 2008 - Present
TIAA-CREF June 2005 - June 2008
Vanguard June 1998 - June 2005
H&R Block Financial Advisors June 1997 - June 1998
Education
Indiana University of Pennsylvania 1991 — 1997
Queens University of Charlotte 2000 — 2002
Certified Financial Planner™
BNY Mellon June 2008 - Present
TIAA-CREF June 2005 - June 2008
Vanguard June 1998 - June 2005
H&R Block Financial Advisors June 1997 - June 1998
Education
Indiana University of Pennsylvania 1991 — 1997
Queens University of Charlotte 2000 — 2002
Certified Financial Planner™
Randy Massafra Randy Massafra's Vanguard Experience February 2000 - Present
Job Tech Lead at The Vanguard Group
Industry Financial Services
Experience
Indiana University of Pennsylvania February 2015 - Present
Vanguard February 2000 - Present
The Vanguard Group March 2011 - March 2013
Vanguard February 2005 - March 2011
Vanguard February 2005 - March 2011
The Vanguard Group January 2002 - February 2005
The Vanguard Group February 2000 - January 2002
US Steel January 1997 - August 1999
Skills
Project Management, Agile Methodologies, SDLC, Perl, Software Project..., Enterprise Architecture, Software Development, Java, XML, Scrum, Visio, IT Strategy, JavaScript, SharePoint, Business Intelligence, HTML, Linux, Security, Solution Architecture, Leadership, Web Development, Unix, Integration, Java Enterprise Edition, Web Services, Websphere, Architecture, Eclipse, Web Applications, JSP, Cloud Computing, System Architecture, Software Design, Software Engineering, Information Technology, REST, Application Architecture, Waterfall, Agile Project Management, Tomcat, Subversion, Testing, Oracle, Requirements Analysis, SOA
Education
Villanova University 2011 — 2014
Masters of Science, Computer Engineering
Pennsylvania State University-Great Valley Graduate Center 2000 — 2001
certification in java and linux
Indiana University of Pennsylvania 1995 — 1999
Bachelors of Science, Management Information Systems
Indiana University of Pennsylvania February 2015 - Present
Vanguard February 2000 - Present
The Vanguard Group March 2011 - March 2013
Vanguard February 2005 - March 2011
Vanguard February 2005 - March 2011
The Vanguard Group January 2002 - February 2005
The Vanguard Group February 2000 - January 2002
US Steel January 1997 - August 1999
Skills
Project Management, Agile Methodologies, SDLC, Perl, Software Project..., Enterprise Architecture, Software Development, Java, XML, Scrum, Visio, IT Strategy, JavaScript, SharePoint, Business Intelligence, HTML, Linux, Security, Solution Architecture, Leadership, Web Development, Unix, Integration, Java Enterprise Edition, Web Services, Websphere, Architecture, Eclipse, Web Applications, JSP, Cloud Computing, System Architecture, Software Design, Software Engineering, Information Technology, REST, Application Architecture, Waterfall, Agile Project Management, Tomcat, Subversion, Testing, Oracle, Requirements Analysis, SOA
Education
Villanova University 2011 — 2014
Masters of Science, Computer Engineering
Pennsylvania State University-Great Valley Graduate Center 2000 — 2001
certification in java and linux
Indiana University of Pennsylvania 1995 — 1999
Bachelors of Science, Management Information Systems
Laura Nicholas Laura Nicholas's Vanguard Experience 2007 - 2008
Job Strategic Communications
Industry Management Consulting
Experience
Independent Consultant 2008 - Present
Vanguard 2007 - 2008
IBM 2000 - 2006
IBM 1994 - 2000
IBM 1984 - 1993
Skills
Marketing Communications, Social Media, Corporate Communications, Change Management, Digital Marketing, Organizational..., Strategic Communications, Communications Planning, Internal Communications, Workshop Facilitation, Marketing, Strategy, Sales Enablement, Social Media Marketing, Marketing Strategy, Leadership, Strategic Planning, Media Relations, Communication Training, Market Planning, Knowledge Management, Blogging, Business Process..., Research
Education
University of Massachusetts at Amherst - Isenberg School of Management
Master of Business Administration
Independent Consultant 2008 - Present
Vanguard 2007 - 2008
IBM 2000 - 2006
IBM 1994 - 2000
IBM 1984 - 1993
Skills
Marketing Communications, Social Media, Corporate Communications, Change Management, Digital Marketing, Organizational..., Strategic Communications, Communications Planning, Internal Communications, Workshop Facilitation, Marketing, Strategy, Sales Enablement, Social Media Marketing, Marketing Strategy, Leadership, Strategic Planning, Media Relations, Communication Training, Market Planning, Knowledge Management, Blogging, Business Process..., Research
Education
University of Massachusetts at Amherst - Isenberg School of Management
Master of Business Administration
Ethan Wang Ethan Wang's Vanguard Experience August 2015 - Present
Job Senior Financial Analyst at Vanguard
Industry Accounting
Experience
Vanguard August 2015 - Present
Vanguard August 2014 - Present
Vanguard May 2013 - Present
Eberly College of Business at IUP August 2010 - Present
Kohl's Department Stores June 2012 - August 2013
Freeman's Auctions May 2010 - August 2010
Philadelphia Zoo June 2009 - August 2009
ARAMARK July 2008 - August 2008
Skills
Microsoft Office, PowerPoint, Critical Thinking, Microsoft Excel, Social Media, Research, Customer Service, Inventory Management, Microsoft Word, Time Management, Analysis, Leadership, Management, Software Documentation
Education
Indiana University of Pennsylvania 2010 — 2014
Bachelor of Science (B.S.), Accounting
Chestnut Hill Academy 2006 — 2010
High School Diploma, Liberal Arts and Sciences/Liberal Studies
Vanguard August 2015 - Present
Vanguard August 2014 - Present
Vanguard May 2013 - Present
Eberly College of Business at IUP August 2010 - Present
Kohl's Department Stores June 2012 - August 2013
Freeman's Auctions May 2010 - August 2010
Philadelphia Zoo June 2009 - August 2009
ARAMARK July 2008 - August 2008
Skills
Microsoft Office, PowerPoint, Critical Thinking, Microsoft Excel, Social Media, Research, Customer Service, Inventory Management, Microsoft Word, Time Management, Analysis, Leadership, Management, Software Documentation
Education
Indiana University of Pennsylvania 2010 — 2014
Bachelor of Science (B.S.), Accounting
Chestnut Hill Academy 2006 — 2010
High School Diploma, Liberal Arts and Sciences/Liberal Studies
Emily Anna Emily Anna's Vanguard Experience October 2014 - Present
Job Investment ProfessionalNew Client Experience at Vanguard
Industry Financial Services
Experience
Vanguard October 2014 - Present
Vanguard January 2014 - October 2014
James Madison University September 2011 - December 2013
Logix Guru June 2013 - November 2013
TJ Maxx January 2013 - November 2013
Logix Guru July 2013 - August 2013
James Madison University September 2011 - December 2012
TJ Maxx May 2010 - December 2012
Walt Disney World January 2012 - August 2012
TJ Maxx December 2007 - May 2010
Skills
Leadership, Customer Service, Microsoft Office, Teamwork, Time Management, Facebook, PowerPoint, Marketing Communications, Microsoft Excel, Microsoft Word, Research, Social Networking, Google Suite, Higher Education, Spanish, Data Analysis, Access, Social Media Marketing, Microsoft Office 2008..., Twitter, Cash Handling Experience, Event Planning, MaxHire, ThomsonOne, Bloomberg Terminal
Education
James Madison University - College of Business 2010 — 2013
Bachelor of Business Administration (B.B.A.), International Business, Cum Laude
Vanguard October 2014 - Present
Vanguard January 2014 - October 2014
James Madison University September 2011 - December 2013
Logix Guru June 2013 - November 2013
TJ Maxx January 2013 - November 2013
Logix Guru July 2013 - August 2013
James Madison University September 2011 - December 2012
TJ Maxx May 2010 - December 2012
Walt Disney World January 2012 - August 2012
TJ Maxx December 2007 - May 2010
Skills
Leadership, Customer Service, Microsoft Office, Teamwork, Time Management, Facebook, PowerPoint, Marketing Communications, Microsoft Excel, Microsoft Word, Research, Social Networking, Google Suite, Higher Education, Spanish, Data Analysis, Access, Social Media Marketing, Microsoft Office 2008..., Twitter, Cash Handling Experience, Event Planning, MaxHire, ThomsonOne, Bloomberg Terminal
Education
James Madison University - College of Business 2010 — 2013
Bachelor of Business Administration (B.B.A.), International Business, Cum Laude
Henry Zawada's Vanguard Experience October 1995 - October 1998
Job Participant
Industry Financial Services
Experience
Platform to Employment at The Workplace, Inc September 2015 - Present
Country Lane Products January 2013 - Present
Fiserv April 2011 - June 2012
Elsa's Photography (Private) November 1998 - March 2012
PNC February 2000 - August 2009
Vanguard October 1995 - October 1998
Skills
Financial Services, Software Documentation, Access, Business Analysis, Customer Service, Mutual Funds, Microsoft Word, CRM, Lotus Notes, XP, Troubleshooting, Call Centers, Technical Support, Windows 7, SharePoint, Cache Coherency, Microsoft Excel, Asset Allocation, System Testing, Oral & Written..., Technical Training, Quality Assurance, Sales, Customer Satisfaction, Visio, Risk Management, Banking, Customer Retention, Finance, Process Improvement, Trading, Loans, Analysis, Retirement, Client Services, Credit, Investments, NASD Registered..., Superior Client Service, Mutual Fund Sales, Technical Product..., Interpersonal Skill, Paratransit Driver
Education
Indiana University South Bend
Business Administration and Management, Political Science
Platform to Employment
Purdue University-North Central Campus
Social Sciences
Platform to Employment at The Workplace, Inc September 2015 - Present
Country Lane Products January 2013 - Present
Fiserv April 2011 - June 2012
Elsa's Photography (Private) November 1998 - March 2012
PNC February 2000 - August 2009
Vanguard October 1995 - October 1998
Skills
Financial Services, Software Documentation, Access, Business Analysis, Customer Service, Mutual Funds, Microsoft Word, CRM, Lotus Notes, XP, Troubleshooting, Call Centers, Technical Support, Windows 7, SharePoint, Cache Coherency, Microsoft Excel, Asset Allocation, System Testing, Oral & Written..., Technical Training, Quality Assurance, Sales, Customer Satisfaction, Visio, Risk Management, Banking, Customer Retention, Finance, Process Improvement, Trading, Loans, Analysis, Retirement, Client Services, Credit, Investments, NASD Registered..., Superior Client Service, Mutual Fund Sales, Technical Product..., Interpersonal Skill, Paratransit Driver
Education
Indiana University South Bend
Business Administration and Management, Political Science
Platform to Employment
Purdue University-North Central Campus
Social Sciences
David Siravo's Vanguard Experience March 2015 - Present
Job Compliance Administrator at Vanguard
Industry Financial Services
Experience
Vanguard March 2015 - Present
Vanguard August 2012 - March 2015
Accenture September 2009 - January 2013
Valley Forge Financial Group December 2008 - May 2009
Township of Lower Merion June 2008 - August 2008
Immaculata University June 2005 - August 2007
Skills
Microsoft Office, Microsoft Excel, Management, Leadership, PowerPoint, Analysis, Data Analysis, Financial Analysis, Investments, Finance, Requirements Analysis, SQL, DB2, Unix, Project Management, Business Requirements, System Testing, Quality Assurance, Mutual Funds, Portfolio Management, Risk Management
Education
Penn State University 2014 — 2017
Master of Business Administration (M.B.A.)
James Madison University - College of Business 2006 — 2009
BBA, Finance
Northeastern University 2005 — 2006
International Business
Universitat de Antwerpen
European Studies
Vanguard March 2015 - Present
Vanguard August 2012 - March 2015
Accenture September 2009 - January 2013
Valley Forge Financial Group December 2008 - May 2009
Township of Lower Merion June 2008 - August 2008
Immaculata University June 2005 - August 2007
Skills
Microsoft Office, Microsoft Excel, Management, Leadership, PowerPoint, Analysis, Data Analysis, Financial Analysis, Investments, Finance, Requirements Analysis, SQL, DB2, Unix, Project Management, Business Requirements, System Testing, Quality Assurance, Mutual Funds, Portfolio Management, Risk Management
Education
Penn State University 2014 — 2017
Master of Business Administration (M.B.A.)
James Madison University - College of Business 2006 — 2009
BBA, Finance
Northeastern University 2005 — 2006
International Business
Universitat de Antwerpen
European Studies
Brenna Kennedy's Vanguard Experience June 2013 - Present
Job Content Fulfillment Administrator at Vanguard
Industry Financial Services
Experience
Stitch Fix April 2015 - Present
Vanguard June 2013 - Present
Vanguard June 2011 - June 2013
Vanguard August 2010 - June 2011
Andy Kushner Entertainment, Inc. October 2008 - July 2010
Skills
Investments, Marketing, Series 63, Social Media, Customer Service, Sales, Microsoft Excel, Microsoft Office, PowerPoint, Mutual Funds, Management, CRM, Microsoft Word, Fundraising, Finance, Strategic Planning, Insurance, Relationship Management, Marketing Strategy, Public Relations, Time Management, Marketing Communications, Budgets, Email Marketing, Business Analysis, Financial Analysis, Recruiting, Social Media Marketing, Data Analysis, Outlook, Public Speaking, Event Planning, Human Resources, Business Development, Training, Leadership, Account Management, New Business Development, Facebook, Series 7, Asset Allocation, Market Research, Salesforce.com, Access, Project Management, Analysis, Risk Management, Advertising, Social Networking, Event Management
Education
Saint Joseph's University 2014 — 2016
Masters in Organization Development and Leadership
James Madison University 2004 — 2008
BBA, Marketing
Stitch Fix April 2015 - Present
Vanguard June 2013 - Present
Vanguard June 2011 - June 2013
Vanguard August 2010 - June 2011
Andy Kushner Entertainment, Inc. October 2008 - July 2010
Skills
Investments, Marketing, Series 63, Social Media, Customer Service, Sales, Microsoft Excel, Microsoft Office, PowerPoint, Mutual Funds, Management, CRM, Microsoft Word, Fundraising, Finance, Strategic Planning, Insurance, Relationship Management, Marketing Strategy, Public Relations, Time Management, Marketing Communications, Budgets, Email Marketing, Business Analysis, Financial Analysis, Recruiting, Social Media Marketing, Data Analysis, Outlook, Public Speaking, Event Planning, Human Resources, Business Development, Training, Leadership, Account Management, New Business Development, Facebook, Series 7, Asset Allocation, Market Research, Salesforce.com, Access, Project Management, Analysis, Risk Management, Advertising, Social Networking, Event Management
Education
Saint Joseph's University 2014 — 2016
Masters in Organization Development and Leadership
James Madison University 2004 — 2008
BBA, Marketing
Evan Waetzman Evan Waetzman's Vanguard Experience August 2012 - Present
Job Senior User Experience Designer at Vanguard
Industry Information Technology and Services
Experience
Vanguard August 2012 - Present
Vanguard February 2010 - August 2012
Bryn Mawr Communications January 2006 - December 2009
MBNA June 2005 - December 2005
International Network Services (INS) January 2004 - June 2005
Lakefront Media, Inc July 1996 - January 2004
Skills
Photoshop, Email Marketing, HTML, JavaScript, ASP, Adobe Director, Social Media, Advertising, Social Networking, Illustrator, SEO, Adobe Creative Suite, User Experience, User Experience Design
Education
Ithaca College 1992 — 2006
Bachelor of Science, Corporate Communication
Haverford High School 1989 — 1992
Vanguard August 2012 - Present
Vanguard February 2010 - August 2012
Bryn Mawr Communications January 2006 - December 2009
MBNA June 2005 - December 2005
International Network Services (INS) January 2004 - June 2005
Lakefront Media, Inc July 1996 - January 2004
Skills
Photoshop, Email Marketing, HTML, JavaScript, ASP, Adobe Director, Social Media, Advertising, Social Networking, Illustrator, SEO, Adobe Creative Suite, User Experience, User Experience Design
Education
Ithaca College 1992 — 2006
Bachelor of Science, Corporate Communication
Haverford High School 1989 — 1992
AJ Monaco AJ Monaco's Vanguard Experience January 2010 - September 2011
Job
Industry Financial Services
Experience
The Washington Trust Company October 2014 - Present
Wilmington Trust September 2011 - October 2014
Vanguard January 2010 - September 2011
Vanguard October 2007 - January 2010
Vanguard March 2007 - October 2007
The Vanguard Group August 2005 - March 2007
The Vanguard Group February 2000 - July 2005
Skills
Project Management, Training, Mutual Funds, Management, Risk Management, Team Building, Vendor Management, Leadership, Project Planning, Business Process..., Strategy, Program Management, Process Improvement, Operations Management, CRM, Contract Negotiation, Analysis, Financial Services, Portfolio Management, Integration, Start-ups, Fixed Income, Negotiation, Strategic Planning
Education
University of Massachusetts at Amherst - Isenberg School of Management 2007 — 2010
MBA
University of Scranton 1994 — 1998
BS
Bishop Hendricken High School 1990 — 1994
The Washington Trust Company October 2014 - Present
Wilmington Trust September 2011 - October 2014
Vanguard January 2010 - September 2011
Vanguard October 2007 - January 2010
Vanguard March 2007 - October 2007
The Vanguard Group August 2005 - March 2007
The Vanguard Group February 2000 - July 2005
Skills
Project Management, Training, Mutual Funds, Management, Risk Management, Team Building, Vendor Management, Leadership, Project Planning, Business Process..., Strategy, Program Management, Process Improvement, Operations Management, CRM, Contract Negotiation, Analysis, Financial Services, Portfolio Management, Integration, Start-ups, Fixed Income, Negotiation, Strategic Planning
Education
University of Massachusetts at Amherst - Isenberg School of Management 2007 — 2010
MBA
University of Scranton 1994 — 1998
BS
Bishop Hendricken High School 1990 — 1994
Samantha Oberheu Samantha Oberheu's Vanguard Experience February 2013 - April 2014
Job Marketing Brand Manager at Avnet Technology Solutions
Industry Marketing and Advertising
Experience
Avnet Technology Solutions April 2014 - Present
Vanguard February 2013 - April 2014
Transamerica Life Insurance Company September 2012 - December 2012
Transamerica Life Insurance Company August 2011 - September 2012
EXPRESS May 2010 - January 2011
EXPRESS March 2008 - November 2008
Skills
Social Media, Customer Service, Marketing, Leadership
Education
Iowa State University 2007 — 2011
Bachelor’s Degree, Apparel Merchandising, Design and Production
Avnet Technology Solutions April 2014 - Present
Vanguard February 2013 - April 2014
Transamerica Life Insurance Company September 2012 - December 2012
Transamerica Life Insurance Company August 2011 - September 2012
EXPRESS May 2010 - January 2011
EXPRESS March 2008 - November 2008
Skills
Social Media, Customer Service, Marketing, Leadership
Education
Iowa State University 2007 — 2011
Bachelor’s Degree, Apparel Merchandising, Design and Production
Courtney Rosenthal's Vanguard Experience May 2015 - Present
Job Supervisor at Vanguard
Industry Financial Services
Experience
Vanguard May 2015 - Present
Vanguard January 2015 - May 2015
Vanguard June 2013 - December 2014
Vanguard November 2010 - June 2013
Vanguard July 2012 - December 2012
Vanguard August 2008 - November 2010
Skills
Series 63, Series 7, Relationship Management, Series 6, ETFs, Mutual Funds, Defined Contribution, Asset Allocation, Investments, Retirement Planning, FINRA, Retirement, 401k, Management, Brokerage, Trading, Financial Services, Leadership, Customer Service, CRM, Finance, Team Building
Education
Indiana University-Purdue University at Fort Wayne 2003 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Vanguard May 2015 - Present
Vanguard January 2015 - May 2015
Vanguard June 2013 - December 2014
Vanguard November 2010 - June 2013
Vanguard July 2012 - December 2012
Vanguard August 2008 - November 2010
Skills
Series 63, Series 7, Relationship Management, Series 6, ETFs, Mutual Funds, Defined Contribution, Asset Allocation, Investments, Retirement Planning, FINRA, Retirement, 401k, Management, Brokerage, Trading, Financial Services, Leadership, Customer Service, CRM, Finance, Team Building
Education
Indiana University-Purdue University at Fort Wayne 2003 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Heather Rocholl's Vanguard Experience October 2014 - September 2015
Job Realtor® at Allen Tate Realtors
Industry Real Estate
Experience
Allen Tate Realtors September 2015 - Present
Vanguard October 2014 - September 2015
Vanguard February 2014 - October 2014
GEICO June 2013 - August 2013
ARAMARK Refreshment Services August 2009 - May 2013
Wawa, Inc. April 2008 - January 2013
Skills
Financial Analysis, SNL Financial, Standard & Poor's..., Center for Research in..., Wharton Research Data..., Mergent, Customer Service, Microsoft Word, Microsoft Excel, PowerPoint, Restaurants, Food Service, Time Management, Teamwork, Leadership, Cashiering, Team Building
Education
James Madison University 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Allen Tate Realtors September 2015 - Present
Vanguard October 2014 - September 2015
Vanguard February 2014 - October 2014
GEICO June 2013 - August 2013
ARAMARK Refreshment Services August 2009 - May 2013
Wawa, Inc. April 2008 - January 2013
Skills
Financial Analysis, SNL Financial, Standard & Poor's..., Center for Research in..., Wharton Research Data..., Mergent, Customer Service, Microsoft Word, Microsoft Excel, PowerPoint, Restaurants, Food Service, Time Management, Teamwork, Leadership, Cashiering, Team Building
Education
James Madison University 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Sasha (Williams) Brown's Vanguard Experience November 2011 - April 2012
Job Talent Acquisition Sourcing Specialist at ICON plc
Industry Human Resources
Experience
ICON plc July 2015 - Present
ICON plc March 2013 - July 2015
Hobbie Professional Staff Management April 2012 - February 2013
Vanguard November 2011 - April 2012
Dorney Park & Wildwater Kingdom May 2011 - October 2011
Lehigh University May 2008 - July 2008
Skills
PowerPoint, Word, Customer Service, Excel, Time Management, Access, PeopleSoft, Attention To Detail, Highly Adaptable, Candidate Screening, Scheduling, Cross-functional..., Microsoft Excel, Employment, Recruiting, Taleo, Talent Acquisition, Applicant Tracking..., Travel Arrangements, Screening Resumes, Sourcing, Onboarding, Conducting Interviews, Full-life Cycle..., New Hire Orientations, Process Scheduler, College Recruiting, Interviews, Job Fairs, Internet Recruiting, Temporary Placement, Job Descriptions, Microsoft Word
Education
Indiana University of PA 2008 — 2011
Bachelors
Saucon Valley
ICON plc July 2015 - Present
ICON plc March 2013 - July 2015
Hobbie Professional Staff Management April 2012 - February 2013
Vanguard November 2011 - April 2012
Dorney Park & Wildwater Kingdom May 2011 - October 2011
Lehigh University May 2008 - July 2008
Skills
PowerPoint, Word, Customer Service, Excel, Time Management, Access, PeopleSoft, Attention To Detail, Highly Adaptable, Candidate Screening, Scheduling, Cross-functional..., Microsoft Excel, Employment, Recruiting, Taleo, Talent Acquisition, Applicant Tracking..., Travel Arrangements, Screening Resumes, Sourcing, Onboarding, Conducting Interviews, Full-life Cycle..., New Hire Orientations, Process Scheduler, College Recruiting, Interviews, Job Fairs, Internet Recruiting, Temporary Placement, Job Descriptions, Microsoft Word
Education
Indiana University of PA 2008 — 2011
Bachelors
Saucon Valley
Scott Sampson MBA, MS, Green Belt Scott Sampson MBA, MS, Green Belt's Vanguard Experience April 2014 - Present
Job Business Systems Analyst Chief Technology Office at Vanguard
Industry Financial Services
Experience
Vanguard April 2014 - Present
Vanguard June 2009 - April 2014
Vanguard December 2003 - June 2009
Skills
Business Analysis, DMAIC certified, Process Improvement, Change Management, Project Planning, Project Implementation, People Management, Operations Management, Full-cycle Recruiting, Requirements Management, Event Management, SDLC, Management, iGrafx, Minitab, Program Management, Cross-functional Team..., Business Process..., Project Management, Vendor Management, Human Resources, Visio, Business Process, Software Documentation, Requirements Analysis, Requirements Gathering, SharePoint, Business Requirements, Business Intelligence, CRM, Leadership, Leadership Development, Management Best..., Employee Engagement, Consulting, Six Sigma, Mentoring, PMO, IT Strategy, Software Project..., IT Management, World Quality Month, Integration, Resource Management, Risk Management, Information Technology, Business Process Mapping
Education
Isenberg School of Management, UMass Amherst
Master of Business Administration (MBA), MBA
Temple University - Fox School of Business and Management
MS, Human Resources Administration
State University of New York College at Brockport
BS, Business Administration
Vanguard April 2014 - Present
Vanguard June 2009 - April 2014
Vanguard December 2003 - June 2009
Skills
Business Analysis, DMAIC certified, Process Improvement, Change Management, Project Planning, Project Implementation, People Management, Operations Management, Full-cycle Recruiting, Requirements Management, Event Management, SDLC, Management, iGrafx, Minitab, Program Management, Cross-functional Team..., Business Process..., Project Management, Vendor Management, Human Resources, Visio, Business Process, Software Documentation, Requirements Analysis, Requirements Gathering, SharePoint, Business Requirements, Business Intelligence, CRM, Leadership, Leadership Development, Management Best..., Employee Engagement, Consulting, Six Sigma, Mentoring, PMO, IT Strategy, Software Project..., IT Management, World Quality Month, Integration, Resource Management, Risk Management, Information Technology, Business Process Mapping
Education
Isenberg School of Management, UMass Amherst
Master of Business Administration (MBA), MBA
Temple University - Fox School of Business and Management
MS, Human Resources Administration
State University of New York College at Brockport
BS, Business Administration
Jennifer Haring Cornew Jennifer Haring Cornew's Vanguard Experience April 2014 - Present
Job Relationship Manager at Vanguard
Industry Financial Services
Experience
Vanguard April 2014 - Present
Vanguard July 2011 - April 2014
Vanguard January 2007 - July 2011
Vanguard March 2005 - January 2007
Vanguard June 2001 - March 2005
Education
Indiana University of Pennsylvania 1996 — 2000
Bachelor's degree, Marketing
Vanguard April 2014 - Present
Vanguard July 2011 - April 2014
Vanguard January 2007 - July 2011
Vanguard March 2005 - January 2007
Vanguard June 2001 - March 2005
Education
Indiana University of Pennsylvania 1996 — 2000
Bachelor's degree, Marketing
Diane Haltigan's Vanguard Experience April 2015 - Present
Job Project Specialist at Vanguard
Industry Financial Services
Experience
Vanguard April 2015 - Present
Vanguard January 2013 - April 2015
The Vanguard Group May 2006 - December 2012
The Vanguard Group March 2003 - May 2006
Vanguard December 1998 - March 2003
NewsChannel Suburban Cable August 1996 - 1997
Skills
Internal Communications, Relationship Management, Portfolio Management, Financial Services, Mutual Funds, Retirement, Marketing Communications, Marketing, Series 7, Financial Analysis, Strategic Communications, Series 63, Investments, Microsoft Office, Retirement Planning, Event Planning, Newsletters
Education
Indiana University of Pennsylvania 1990 — 1994
BA, Journalism/Communications & Spanish
Vanguard April 2015 - Present
Vanguard January 2013 - April 2015
The Vanguard Group May 2006 - December 2012
The Vanguard Group March 2003 - May 2006
Vanguard December 1998 - March 2003
NewsChannel Suburban Cable August 1996 - 1997
Skills
Internal Communications, Relationship Management, Portfolio Management, Financial Services, Mutual Funds, Retirement, Marketing Communications, Marketing, Series 7, Financial Analysis, Strategic Communications, Series 63, Investments, Microsoft Office, Retirement Planning, Event Planning, Newsletters
Education
Indiana University of Pennsylvania 1990 — 1994
BA, Journalism/Communications & Spanish
margaret rux margaret rux's Vanguard Experience October 1987 - Present
Job Principal at Vanguard
Industry Financial Services
Experience
Vanguard October 1987 - Present
Vanguard 1987 - Present
Education
Ithaca College
Bachelor of Science (B.S.)
Saint Joseph's University
Master of Business Administration (MBA)
Vanguard October 1987 - Present
Vanguard 1987 - Present
Education
Ithaca College
Bachelor of Science (B.S.)
Saint Joseph's University
Master of Business Administration (MBA)
Janet McClatchy's Vanguard Experience March 2001 - December 2005
Job Senior Communications Consultant
Industry Financial Services
Experience
Lincoln Financial Group Senior Retirement Plans Consultant - Institutional SalesVanguardDecember 2005 - March 2013
Vanguard March 2001 - December 2005
Plum Financial September 2000 - February 2001
Vanguard 1998 - 2000
Day & Zimmermann, Inc. 1989 - 1998
Skills
Communication Training, Internal Communications, Series 6, Corporate Communications, Strategic Communications, Mutual Funds, Marketing Communications, Series 63, Financial Services, Strategic Planning, Retirement, Marketing Strategy, Crisis Communications, Public Relations, Media Relations, Asset Allocation, Relationship Management, Retirement Planning, Social Media, Finance, Investments, Strategy, Defined Benefit, 401k, ERISA, Investment Strategies, Communications Planning, Pensions
Education
Indiana University of Pennsylvania 1975 — 1979
BA, Journalism
Lincoln Financial Group Senior Retirement Plans Consultant - Institutional SalesVanguardDecember 2005 - March 2013
Vanguard March 2001 - December 2005
Plum Financial September 2000 - February 2001
Vanguard 1998 - 2000
Day & Zimmermann, Inc. 1989 - 1998
Skills
Communication Training, Internal Communications, Series 6, Corporate Communications, Strategic Communications, Mutual Funds, Marketing Communications, Series 63, Financial Services, Strategic Planning, Retirement, Marketing Strategy, Crisis Communications, Public Relations, Media Relations, Asset Allocation, Relationship Management, Retirement Planning, Social Media, Finance, Investments, Strategy, Defined Benefit, 401k, ERISA, Investment Strategies, Communications Planning, Pensions
Education
Indiana University of Pennsylvania 1975 — 1979
BA, Journalism
Rebecca Kennedy Rebecca Kennedy's Vanguard Experience February 2014 - Present
Job Strategy & Finance Analyst at Vanguard
Industry Financial Services
Experience
Vanguard February 2014 - Present
GE Water & Process Technologies September 2012 - February 2014
GE Capital January 2011 - October 2012
Avery Dennison September 2009 - December 2010
Logan Circle Partners January 2009 - September 2009
Travelers Insurance 2008 - 2008
Skills
Financial Modeling
Education
Philadelphia University 2006 — 2008
B.S, Finance, International Business
Iowa State University 2005 — 2006
B.S, Finance
Vanguard February 2014 - Present
GE Water & Process Technologies September 2012 - February 2014
GE Capital January 2011 - October 2012
Avery Dennison September 2009 - December 2010
Logan Circle Partners January 2009 - September 2009
Travelers Insurance 2008 - 2008
Skills
Financial Modeling
Education
Philadelphia University 2006 — 2008
B.S, Finance, International Business
Iowa State University 2005 — 2006
B.S, Finance
Brett Matlack Brett Matlack's Vanguard Experience September 2012 - Present
Job Service Administrator (Outbound Assets) at Vanguard
Industry Financial Services
Experience
Vanguard September 2012 - Present
Ross Stores June 2009 - September 2012
Vanguard Printing May 2011 - August 2011
PSP Unlimited January 2010 - May 2010
West Deptford Little Theatre May 2006 - August 2009
Skills
Customer Service, Problem Solving, Business Development, Marketing Research, Data Warehousing, Publishing, Magazines, Pricing, Bookkeeping, Microsoft Office, Leadership, Microsoft Word, Microsoft Excel, PowerPoint, Windows, Public Speaking, Recruiting, VESPA, ACT!, Curriculum Design, Front-end, Acting
Education
Rutgers University 2011 — 2012
Masters in Business Administration (MBA), Finance, International Business, 4.0
Ithaca College 2008 — 2011
Bachelor of Science (BS), Business Administration (Finance, International Business), 3.942
West Deptford High School 2004 — 2008
Diploma
Vanguard September 2012 - Present
Ross Stores June 2009 - September 2012
Vanguard Printing May 2011 - August 2011
PSP Unlimited January 2010 - May 2010
West Deptford Little Theatre May 2006 - August 2009
Skills
Customer Service, Problem Solving, Business Development, Marketing Research, Data Warehousing, Publishing, Magazines, Pricing, Bookkeeping, Microsoft Office, Leadership, Microsoft Word, Microsoft Excel, PowerPoint, Windows, Public Speaking, Recruiting, VESPA, ACT!, Curriculum Design, Front-end, Acting
Education
Rutgers University 2011 — 2012
Masters in Business Administration (MBA), Finance, International Business, 4.0
Ithaca College 2008 — 2011
Bachelor of Science (BS), Business Administration (Finance, International Business), 3.942
West Deptford High School 2004 — 2008
Diploma
Lynnann Shilling Lynnann Shilling's Vanguard Experience February 2000 - Present
Job IT Project Manager at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group February 2000 - Present
Vanguard February 2000 - Present
Skills
Waterfall, SDLC, Business Analysis, Software Project..., Requirements Analysis, Project Management, Process Improvement, Vendor Management, IT Strategy, Visio
Education
Indiana University of Pennsylvania 1995 — 1999
The Vanguard Group February 2000 - Present
Vanguard February 2000 - Present
Skills
Waterfall, SDLC, Business Analysis, Software Project..., Requirements Analysis, Project Management, Process Improvement, Vendor Management, IT Strategy, Visio
Education
Indiana University of Pennsylvania 1995 — 1999
Josh Romano Josh Romano's Vanguard Experience December 2014 - Present
Job Configuration Analyst at Vanguard
Industry Financial Services
Experience
Vanguard December 2014 - Present
Vanguard January 2006 - December 2014
Vanguard January 2000 - January 2006
Vanguard January 1994 - December 2000
Vanguard January 1998 - January 1999
Vanguard January 1993 - January 1994
Education
West Chester University of Pennsylvania 2002 — 2004
MBA, Technology & E-Commerce
Indiana University of Pennsylvania 1988 — 1992
BS, Communications/Media
Vanguard December 2014 - Present
Vanguard January 2006 - December 2014
Vanguard January 2000 - January 2006
Vanguard January 1994 - December 2000
Vanguard January 1998 - January 1999
Vanguard January 1993 - January 1994
Education
West Chester University of Pennsylvania 2002 — 2004
MBA, Technology & E-Commerce
Indiana University of Pennsylvania 1988 — 1992
BS, Communications/Media
Ashley Sweetwood Ashley Sweetwood's Vanguard Experience September 2013 - Present
Job Treasury Assistant at Solenis
Industry Accounting
Experience
Solenis April 2015 - Present
Vanguard September 2013 - Present
Panera Bread August 2012 - May 2013
ARAMARK April 2009 - May 2012
Dairy Queen June 2008 - January 2012
Skills
Microsoft Office, Time Management, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Access, Financial Analysis, Customer Service, Accounting, Pro Series, Data Analysis, SAP
Education
Philadelphia University 2012 — 2013
Master of Business Administration (M.B.A.), Business Administration
Indiana University of Pennsylvania 2008 — 2012
Bachelor of Science (B.S.), Accounting
Solenis April 2015 - Present
Vanguard September 2013 - Present
Panera Bread August 2012 - May 2013
ARAMARK April 2009 - May 2012
Dairy Queen June 2008 - January 2012
Skills
Microsoft Office, Time Management, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Access, Financial Analysis, Customer Service, Accounting, Pro Series, Data Analysis, SAP
Education
Philadelphia University 2012 — 2013
Master of Business Administration (M.B.A.), Business Administration
Indiana University of Pennsylvania 2008 — 2012
Bachelor of Science (B.S.), Accounting
Arielle Wernick Arielle Wernick's Vanguard Experience February 2014 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Vanguard February 2014 - Present
NYLIFE Securities November 2012 - February 2014
New York Life Insurance Company November 2012 - February 2014
Arielle & Associates, Inc. December 2009 - December 2012
Lincoln Investment Planning May 2008 - November 2009
Camp Galil June 2009 - August 2009
Skills
Microsoft Office, Customer Service, Problem Solving, Team Building, Research, Social Networking, Public Speaking, Event Planning, QuickBooks, Microsoft Excel, Leadership, Small Business, Retirement, Insurance, 401k Rollovers, Annuity Sales, Key Person Protection, Time Management, Fixed Annuities, Financial Services, Analysis, Marketing, Accounting, Retirement Planning, Life Insurance
Education
Ithaca College 2006 — 2009
BS, Business Administration, Marketing, Jewish Studies
Cheltenham High School 2001 — 2005
Vanguard February 2014 - Present
NYLIFE Securities November 2012 - February 2014
New York Life Insurance Company November 2012 - February 2014
Arielle & Associates, Inc. December 2009 - December 2012
Lincoln Investment Planning May 2008 - November 2009
Camp Galil June 2009 - August 2009
Skills
Microsoft Office, Customer Service, Problem Solving, Team Building, Research, Social Networking, Public Speaking, Event Planning, QuickBooks, Microsoft Excel, Leadership, Small Business, Retirement, Insurance, 401k Rollovers, Annuity Sales, Key Person Protection, Time Management, Fixed Annuities, Financial Services, Analysis, Marketing, Accounting, Retirement Planning, Life Insurance
Education
Ithaca College 2006 — 2009
BS, Business Administration, Marketing, Jewish Studies
Cheltenham High School 2001 — 2005
Rob Dziuba's Vanguard Experience April 2014 - Present
Job Fixed Income Settlements Analyst at Vanguard
Industry Investment Management
Experience
Vanguard April 2014 - Present
Vanguard August 2012 - April 2014
Penn State Investment Association August 2008 - April 2012
GE Energy Financial Services May 2011 - August 2011
PNC Financial Services Group May 2010 - August 2010
Merrill Lynch May 2009 - August 2009
Skills
Financial Analysis, Mutual Funds, Series 7, Series 63, Manage Client..., Valuation, Portfolio Management, Bloomberg Terminal, Corporate Finance, Fixed Income, Asset Managment, ThomsonOne, Finance, Investments, Asset Allocation, Financial Markets, Bloomberg, Bonds, Data Analysis, Microsoft Excel
Education
Penn State University 2008 — 2012
BSc Finance, BA International Politics (concentration in Political Economy)
Jagiellonian University 2009 — 2009
Study Abroad, Polish Language and Culture, Earned 16 credits transferred to Penn State
Vanguard April 2014 - Present
Vanguard August 2012 - April 2014
Penn State Investment Association August 2008 - April 2012
GE Energy Financial Services May 2011 - August 2011
PNC Financial Services Group May 2010 - August 2010
Merrill Lynch May 2009 - August 2009
Skills
Financial Analysis, Mutual Funds, Series 7, Series 63, Manage Client..., Valuation, Portfolio Management, Bloomberg Terminal, Corporate Finance, Fixed Income, Asset Managment, ThomsonOne, Finance, Investments, Asset Allocation, Financial Markets, Bloomberg, Bonds, Data Analysis, Microsoft Excel
Education
Penn State University 2008 — 2012
BSc Finance, BA International Politics (concentration in Political Economy)
Jagiellonian University 2009 — 2009
Study Abroad, Polish Language and Culture, Earned 16 credits transferred to Penn State
Brian Christy, MBA, PMP, CSM Brian Christy, MBA, PMP, CSM's Vanguard Experience 2000 - 2012
Job Senior Project Manager
Industry Information Technology and Services
Experience
2 Dogs Project Management May 2015 - Present
Albridge, an Affiliate of Pershing November 2012 - 2015
IntePros Consulting May 2012 - November 2012
Vanguard 2000 - 2012
Skills
Project Management, Agile Project Management, Agile Methodologies, Balanced Scorecard, Coaching, Business Architecture, Cloud Computing, Dashboard, Data Mining, Big Data, ITIL, Lean Six Sigma, Mentoring, Financial Services, Portfolio Management, Process Improvement, Presentation Skills, Program Management, Six Sigma, User Acceptance Testing, System Testing, Waterfall, SDLC, Full SDLC, JIRA, CRM, Consulting
Education
Indiana University of Pennsylvania
Bachelor of Arts (B.A.), Economics
Penn State University
MBA, Business Administration and Management, General
Stanford Continuing Studies
Organizational Leadership
2 Dogs Project Management May 2015 - Present
Albridge, an Affiliate of Pershing November 2012 - 2015
IntePros Consulting May 2012 - November 2012
Vanguard 2000 - 2012
Skills
Project Management, Agile Project Management, Agile Methodologies, Balanced Scorecard, Coaching, Business Architecture, Cloud Computing, Dashboard, Data Mining, Big Data, ITIL, Lean Six Sigma, Mentoring, Financial Services, Portfolio Management, Process Improvement, Presentation Skills, Program Management, Six Sigma, User Acceptance Testing, System Testing, Waterfall, SDLC, Full SDLC, JIRA, CRM, Consulting
Education
Indiana University of Pennsylvania
Bachelor of Arts (B.A.), Economics
Penn State University
MBA, Business Administration and Management, General
Stanford Continuing Studies
Organizational Leadership
Cody Roe, CFP®'s Vanguard Experience 2000 - Present
Job
Industry Financial Services
Experience
Vanguard 2000 - Present
Education
Iowa State University 1995 — 2000
Vanguard 2000 - Present
Education
Iowa State University 1995 — 2000
Greg Landherr's Vanguard Experience 1990 - 1997
Job Software Developer at The Advisory Board Company
Industry Computer Software
Experience
The Advisory Board Company October 2012 - Present
ActiveStrategy Inc August 2000 - October 2012
Lucent Technologies August 1997 - August 2000
Lucent Technologies (Alcatel-Lucent) 1997 - 2000
Quadritek Systems 1997 - 2000
Vanguard 1990 - 1997
Formation 1989 - 1990
Skills
Requirements Analysis, Software Design, Software Development, Agile Methodologies, Web Services, Enterprise Software, Object Oriented Design, C++, Java, Scrum, XML, C#, SQL, JavaScript, Web Development, Architectures, Visual Basic, DHTML, ASP.NET, HTML, Web Applications, PHP
Education
Pennsylvania State University-Penn State Abington 2009 — 2010
Indiana University of Pennsylvania 1977 — 1981
Bachelor of Arts (BA), Computer Science
The Advisory Board Company October 2012 - Present
ActiveStrategy Inc August 2000 - October 2012
Lucent Technologies August 1997 - August 2000
Lucent Technologies (Alcatel-Lucent) 1997 - 2000
Quadritek Systems 1997 - 2000
Vanguard 1990 - 1997
Formation 1989 - 1990
Skills
Requirements Analysis, Software Design, Software Development, Agile Methodologies, Web Services, Enterprise Software, Object Oriented Design, C++, Java, Scrum, XML, C#, SQL, JavaScript, Web Development, Architectures, Visual Basic, DHTML, ASP.NET, HTML, Web Applications, PHP
Education
Pennsylvania State University-Penn State Abington 2009 — 2010
Indiana University of Pennsylvania 1977 — 1981
Bachelor of Arts (BA), Computer Science
Darrell Payton's Vanguard Experience
Job Supervisor at Vanguard
Industry Financial Services
Experience
Vanguard
Skills
Customer Service, Microsoft Office, Microsoft Excel, Leadership, Project Management, Financial Analysis, PowerPoint, Strategic Planning, Investments, Microsoft Word
Education
Indiana University of Pennsylvania 1980 — 1984
Vanguard
Skills
Customer Service, Microsoft Office, Microsoft Excel, Leadership, Project Management, Financial Analysis, PowerPoint, Strategic Planning, Investments, Microsoft Word
Education
Indiana University of Pennsylvania 1980 — 1984
Rahjima Francia's Vanguard Experience March 2014 - May 2015
Job Patent Specialist
Industry Legal Services
Experience
Vanguard March 2014 - May 2015
Vanguard 2012 - 2014
The Vanguard Group 2008 - 2012
Skills
Java, SQL, Microsoft Office, JavaScript, Agile Methodologies, XML, Project Management, Software Development, Business Analysis, JSF, Technical Writing, Technical Documentation, Leadership Development, Kanban
Education
Jacksonville State University 2005 — 2007
Bachelor of Science (B.S.), Computer Science
University of Alabama at Birmingham 2003 — 2005
Vanguard March 2014 - May 2015
Vanguard 2012 - 2014
The Vanguard Group 2008 - 2012
Skills
Java, SQL, Microsoft Office, JavaScript, Agile Methodologies, XML, Project Management, Software Development, Business Analysis, JSF, Technical Writing, Technical Documentation, Leadership Development, Kanban
Education
Jacksonville State University 2005 — 2007
Bachelor of Science (B.S.), Computer Science
University of Alabama at Birmingham 2003 — 2005
Berta Aldrich's Vanguard Experience September 2013 - January 2015
Job Chief Marketing Officer at Franklin Square Capital Partners
Industry Investment Management
Experience
Franklin Square Capital Partners January 2015 - Present
Vanguard September 2013 - January 2015
Vanguard January 2011 - September 2013
Vanguard April 2006 - January 2011
Vanguard February 2004 - April 2006
Principal Financial Group 1991 - 2004
Skills
Financial Services, Investments, Relationship Management, Asset Allocation, Retirement Planning, Strategic Financial..., Retirement, Leadership, Management, Marketing, Marketing Strategy, Marketing Management, Sales, Program Management, Strategy, Mutual Funds
Education
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2008
MBA with honors, Strategy and statistics
Iowa State University - College of Business
Bachelor of Arts in Business, Finance
Leadership Philadelphia 2011 — 2012
Franklin Square Capital Partners January 2015 - Present
Vanguard September 2013 - January 2015
Vanguard January 2011 - September 2013
Vanguard April 2006 - January 2011
Vanguard February 2004 - April 2006
Principal Financial Group 1991 - 2004
Skills
Financial Services, Investments, Relationship Management, Asset Allocation, Retirement Planning, Strategic Financial..., Retirement, Leadership, Management, Marketing, Marketing Strategy, Marketing Management, Sales, Program Management, Strategy, Mutual Funds
Education
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2008
MBA with honors, Strategy and statistics
Iowa State University - College of Business
Bachelor of Arts in Business, Finance
Leadership Philadelphia 2011 — 2012
Richard K Kenner's Vanguard Experience October 2013 - December 2014
Job Adjunct Faculty Member at Estrella Mountain Community College
Industry Investment Management
Experience
Estrella Mountain Community College January 2014 - Present
Financial Industry Regulatory Authority February 1997 - Present
Arizona Coyotes Hockey Club February 2015 - Present
Vanguard October 2013 - December 2014
United States Postal Service October 2007 - December 2010
Windsor Mortgage Corporation May 2007 - December 2010
Investment Advisors International September 2007 - September 2010
Riverside County Superior Court July 2006 - July 2009
Alliance Bancorp December 2006 - April 2007
Gold Coast Securities July 2005 - September 2006
Skills
Estate Planning, Business Continuity..., Strategic Planning, Budgets, Public Speaking, Investments, Coaching, Asset Managment, Retirement Planning, Change Management, Wealth Management, Leadership Development, Strategic Financial..., Business Analysis, Retirement, Portfolio Management, Mutual Funds, Investment Advisory, Asset Allocation, Investment Strategies, Transformative Mediation, Facilitative Mediation, Evaluative Mediation, Arbitration, Expungement, Training, Strategy, Asset Management, Leadership, Analysis, Business Development, Finance, Financial Services, Mediation, Securities, Insurance, Loans, Mergers & Acquisitions, Financial Planning, Management, Event Planning, Customer Service, Marketing, Fundraising
Education
Point Loma Nazarene University 2009 — 2012
Master of Arts (MA), Education And Teaching
Jackson State University 1979 — 1985
Bachelor of Applied Science (B.A.Sc.), Industrial Management
Evanston Township High School 1975 — 1979
Estrella Mountain Community College January 2014 - Present
Financial Industry Regulatory Authority February 1997 - Present
Arizona Coyotes Hockey Club February 2015 - Present
Vanguard October 2013 - December 2014
United States Postal Service October 2007 - December 2010
Windsor Mortgage Corporation May 2007 - December 2010
Investment Advisors International September 2007 - September 2010
Riverside County Superior Court July 2006 - July 2009
Alliance Bancorp December 2006 - April 2007
Gold Coast Securities July 2005 - September 2006
Skills
Estate Planning, Business Continuity..., Strategic Planning, Budgets, Public Speaking, Investments, Coaching, Asset Managment, Retirement Planning, Change Management, Wealth Management, Leadership Development, Strategic Financial..., Business Analysis, Retirement, Portfolio Management, Mutual Funds, Investment Advisory, Asset Allocation, Investment Strategies, Transformative Mediation, Facilitative Mediation, Evaluative Mediation, Arbitration, Expungement, Training, Strategy, Asset Management, Leadership, Analysis, Business Development, Finance, Financial Services, Mediation, Securities, Insurance, Loans, Mergers & Acquisitions, Financial Planning, Management, Event Planning, Customer Service, Marketing, Fundraising
Education
Point Loma Nazarene University 2009 — 2012
Master of Arts (MA), Education And Teaching
Jackson State University 1979 — 1985
Bachelor of Applied Science (B.A.Sc.), Industrial Management
Evanston Township High School 1975 — 1979
Greg Piesco's Vanguard Experience July 2015 - Present
Job Global Technology Office at Vanguard
Industry Financial Services
Experience
Vanguard July 2015 - Present
Jefferies & Company August 2010 - July 2015
Savvis October 2009 - August 2010
Schonfeld IBS August 2003 - October 2009
Trinix Securities October 2001 - August 2003
The Island ECN June 1997 - October 2001
RBS Greenwich Capital May 1996 - July 1997
Skills
Project Management, Electronic Trading, Securities, High Frequency Trading, Market Data, Trading Systems, Equities, Venture Capital, Architecture, Management, Equity Trading, Trading, Options, Hedge Funds, Financial Markets, Derivatives, Architectures, Capital Markets, Fixed Income
Education
Iona College 1994 — 1997
Business
Pelham High school
Vanguard July 2015 - Present
Jefferies & Company August 2010 - July 2015
Savvis October 2009 - August 2010
Schonfeld IBS August 2003 - October 2009
Trinix Securities October 2001 - August 2003
The Island ECN June 1997 - October 2001
RBS Greenwich Capital May 1996 - July 1997
Skills
Project Management, Electronic Trading, Securities, High Frequency Trading, Market Data, Trading Systems, Equities, Venture Capital, Architecture, Management, Equity Trading, Trading, Options, Hedge Funds, Financial Markets, Derivatives, Architectures, Capital Markets, Fixed Income
Education
Iona College 1994 — 1997
Business
Pelham High school
Marykate Sadlier's Vanguard Experience January 2008 - September 2012
Job Systems Analyst at The Vanguard Group
Industry Information Technology and Services
Experience
The Vanguard Group October 2012 - Present
Vanguard January 2008 - September 2012
Vanguard February 2002 - December 2007
Vanguard December 1998 - January 2002
Skills
Project Management, Business Analysis, Microsoft Excel, Agile Methodologies, Requirements Analysis, HP Quality Center, Device A, Software Testing Life..., Requirements Gathering, Manual Testing, System Testing, Regression Testing, Agile Testing, Test Management, Test Cases, Software Quality...
Education
Indiana University of Pennsylvania 1988 — 1992
Bachelor of Science, Communications
Downingtown Senior High School
The Vanguard Group October 2012 - Present
Vanguard January 2008 - September 2012
Vanguard February 2002 - December 2007
Vanguard December 1998 - January 2002
Skills
Project Management, Business Analysis, Microsoft Excel, Agile Methodologies, Requirements Analysis, HP Quality Center, Device A, Software Testing Life..., Requirements Gathering, Manual Testing, System Testing, Regression Testing, Agile Testing, Test Management, Test Cases, Software Quality...
Education
Indiana University of Pennsylvania 1988 — 1992
Bachelor of Science, Communications
Downingtown Senior High School
Andrew Maack, CFP®, CFA's Vanguard Experience 2013 - Present
Job Head of FX Trading at Vanguard
Industry Investment Management
Experience
Vanguard 2013 - Present
The Vanguard Group October 2009 - October 2013
Vanguard January 2010 - December 2010
Vanguard October 2002 - October 2004
Skills
Portfolio Management, Mutual Funds, Asset Allocation, Bloomberg, Equities, Fixed Income, Investments, Asset Management, Alternative Investments, Securities, ETFs, Investment Strategies, Capital Markets, Trading
Education
Indiana University of Pennsylvania 1998 — 2002
Vanguard 2013 - Present
The Vanguard Group October 2009 - October 2013
Vanguard January 2010 - December 2010
Vanguard October 2002 - October 2004
Skills
Portfolio Management, Mutual Funds, Asset Allocation, Bloomberg, Equities, Fixed Income, Investments, Asset Management, Alternative Investments, Securities, ETFs, Investment Strategies, Capital Markets, Trading
Education
Indiana University of Pennsylvania 1998 — 2002
Greg Fennell, QKA's Vanguard Experience February 2007 - Present
Job Relationship Manager at Vanguard
Industry Financial Services
Experience
Vanguard February 2007 - Present
Vanguard February 2006 - February 2007
Vanguard February 2000 - February 2006
Vanguard July 1997 - February 2000
Merrill Lynch November 1996 - July 1997
Merrill Lynch August 1994 - November 1996
Skills
ASPPA - Qualified..., FINRA Series 6, FINRA Series 63, Mutual Funds, Series 63, Relationship Management, 401k, Series 6, Financial Services, Securities, Asset Allocation, Project Management, Process Improvement, Management
Education
Indiana University of Pennsylvania 1990 — 1994
Bachelor's degree, Accounting
Vanguard February 2007 - Present
Vanguard February 2006 - February 2007
Vanguard February 2000 - February 2006
Vanguard July 1997 - February 2000
Merrill Lynch November 1996 - July 1997
Merrill Lynch August 1994 - November 1996
Skills
ASPPA - Qualified..., FINRA Series 6, FINRA Series 63, Mutual Funds, Series 63, Relationship Management, 401k, Series 6, Financial Services, Securities, Asset Allocation, Project Management, Process Improvement, Management
Education
Indiana University of Pennsylvania 1990 — 1994
Bachelor's degree, Accounting
Kathryn Hyatt's Vanguard Experience May 2015 - Present
Job Retired Principal and Fund Treasurer at Vanguard
Industry Investment Management
Experience
Vanguard May 2015 - Present
Vanguard November 2008 - May 2015
Vanguard October 1984 - November 2008
PwC August 1977 - October 1984
Skills
Mutual Funds, Investments, Asset Management, Financial Analysis, Alternative Investments, Investment Management, Asset Managment, Securities, Equities, Financial Modeling
Education
Lehigh University 1973 — 1977
BS, Accounting
International School of Brussels 1971 — 1973
Vanguard May 2015 - Present
Vanguard November 2008 - May 2015
Vanguard October 1984 - November 2008
PwC August 1977 - October 1984
Skills
Mutual Funds, Investments, Asset Management, Financial Analysis, Alternative Investments, Investment Management, Asset Managment, Securities, Equities, Financial Modeling
Education
Lehigh University 1973 — 1977
BS, Accounting
International School of Brussels 1971 — 1973
Theresa McManus's Vanguard Experience 1995 - 1998
Job Senior Intellectual Property Counsel at Guess?, Inc.
Industry Legal Services
Experience
Guess? December 2009 - Present
Guess?, Inc. June 2003 - December 2009
Self-Employed 1999 - 2003
Deloitte & Touche 1998 - 1999
Vanguard 1995 - 1998
Skills
Intellectual Property, Litigation, Trademarks, Trademark Infringement, Copyright Law, Legal Writing, Contract Negotiation, Privacy Law, Mergers, Negotiation, E-commerce, Due Diligence, Legal Research, Trade Secrets, Management, Commercial Litigation, Corporate Law, Mergers
Education
Loyola Law School, Loyola Marymount University 1999 — 2002
JD
University of Pittsburgh 1992 — 1995
Bachelor of Science, Psychology & Political Science
Ithaca College 1990 — 1992
Psychology & Political Science
Guess? December 2009 - Present
Guess?, Inc. June 2003 - December 2009
Self-Employed 1999 - 2003
Deloitte & Touche 1998 - 1999
Vanguard 1995 - 1998
Skills
Intellectual Property, Litigation, Trademarks, Trademark Infringement, Copyright Law, Legal Writing, Contract Negotiation, Privacy Law, Mergers, Negotiation, E-commerce, Due Diligence, Legal Research, Trade Secrets, Management, Commercial Litigation, Corporate Law, Mergers
Education
Loyola Law School, Loyola Marymount University 1999 — 2002
JD
University of Pittsburgh 1992 — 1995
Bachelor of Science, Psychology & Political Science
Ithaca College 1990 — 1992
Psychology & Political Science
Robert Westwood's Vanguard Experience October 2012 - Present
Job CRM Data Analyst at Vanguard
Industry Financial Services
Experience
Vanguard October 2012 - Present
Vanguard August 2010 - October 2012
Vanguard April 2007 - July 2010
Enterprise Rent-A-Car January 2004 - March 2007
Skills
Responsive Email Design, Email Marketing, Digital Marketing, Customer Service, Training, Access, Project Management, Analysis, CRM, 401k, Financial Services, Public Speaking, Microsoft Office, Financial Analysis, Process Improvement, Microsoft Excel, Microsoft Word, Siebel, Defined Contribution..., Retirement, Management, Retirement Planning, Asset Allocation, Data Analysis, Equities, Qualified Retirement..., Marketing, Coaching, Business Analysis, SharePoint, Finance, Marketing Communications, Analytics, PowerPoint, Relationship Management, Defined Benefit Plans, HTML5, CSS, DMAIC
Education
Pennsylvania State University-Great Valley Graduate Center 2009 — 2012
Master of Business Administration (MBA), MBA, GPA - 3.93
Indiana University of Pennsylvania 1999 — 2003
Bachelor of Science, Marketing
Vanguard October 2012 - Present
Vanguard August 2010 - October 2012
Vanguard April 2007 - July 2010
Enterprise Rent-A-Car January 2004 - March 2007
Skills
Responsive Email Design, Email Marketing, Digital Marketing, Customer Service, Training, Access, Project Management, Analysis, CRM, 401k, Financial Services, Public Speaking, Microsoft Office, Financial Analysis, Process Improvement, Microsoft Excel, Microsoft Word, Siebel, Defined Contribution..., Retirement, Management, Retirement Planning, Asset Allocation, Data Analysis, Equities, Qualified Retirement..., Marketing, Coaching, Business Analysis, SharePoint, Finance, Marketing Communications, Analytics, PowerPoint, Relationship Management, Defined Benefit Plans, HTML5, CSS, DMAIC
Education
Pennsylvania State University-Great Valley Graduate Center 2009 — 2012
Master of Business Administration (MBA), MBA, GPA - 3.93
Indiana University of Pennsylvania 1999 — 2003
Bachelor of Science, Marketing
Liz McNulty's Vanguard Experience January 2014 - Present
Job Senior Internal Sales Consultant at Vanguard
Industry Financial Services
Experience
Vanguard January 2014 - Present
Berkshire Real Estate Advisors January 2012 - December 2013
TCP Global Investment Management LLC March 2010 - October 2011
Rorer Asset Management October 1993 - July 2003
Skills
Financial Services, ETFs,, Mutual Funds,, Model Portfolios, Relationship Management, Coaching, Sales Prospecting, Presentation Skills
Education
Ithaca College
Bachelor's Degree, Communications
Vanguard January 2014 - Present
Berkshire Real Estate Advisors January 2012 - December 2013
TCP Global Investment Management LLC March 2010 - October 2011
Rorer Asset Management October 1993 - July 2003
Skills
Financial Services, ETFs,, Mutual Funds,, Model Portfolios, Relationship Management, Coaching, Sales Prospecting, Presentation Skills
Education
Ithaca College
Bachelor's Degree, Communications
Joan Cattie's Vanguard Experience February 2010 - Present
Job Global Audit Services Manager at Vanguard
Industry Financial Services
Experience
Vanguard February 2010 - Present
Sugarbridge Kitchen and Bath Design, LLC February 2005 - February 2010
Drexel University College of Medicine (formerly MCP Hahnemann University) May 1990 - September 2000
EY July 1983 - May 1990
Skills
Accounting, Financial Reporting, Financial Analysis, Budgets, Auditing, Management, Finance, Financial Accounting, Internal Controls, Strategic Planning, Big 4
Education
Indiana University of Pennsylvania 1979 — 1983
Bachelor of Science (BS), Accounting
Mechanicsburg Area High School 1976 — 1979
Vanguard February 2010 - Present
Sugarbridge Kitchen and Bath Design, LLC February 2005 - February 2010
Drexel University College of Medicine (formerly MCP Hahnemann University) May 1990 - September 2000
EY July 1983 - May 1990
Skills
Accounting, Financial Reporting, Financial Analysis, Budgets, Auditing, Management, Finance, Financial Accounting, Internal Controls, Strategic Planning, Big 4
Education
Indiana University of Pennsylvania 1979 — 1983
Bachelor of Science (BS), Accounting
Mechanicsburg Area High School 1976 — 1979
Ramona Fasula, CEO Wellness by Ramona's Vanguard Experience July 2007 - January 2010
Job Natural Health Expert and Published Author of "A Health Coach's Guide to Heart Health"
Industry Health, Wellness and Fitness
Experience
Wellness by Ramona August 2010 - Present
Vanguard July 2007 - January 2010
Vanguard December 2005 - July 2007
Bank of America September 2004 - September 2005
Bank of America September 2003 - September 2004
Skills
Wellness, Relationship Management, Leadership, Holistic Health, Healthcare, Nutrition, Marketing, Employee Wellness, Process Improvement, Customer Service, Strategic Planning, Wellness Coaching, Health, Financial Services, Coaching, Employee Wellness..., Series 63, Stress Management, Nutritional Counseling, Account Management, Program Management, Leadership Development, New Business Development, Business Development, Training, Occupational Health, Event Planning, Entrepreneurship, Strategy, Small Business, Management, Public Speaking, Sales, Social Networking, Marketing Strategy, Team Building, Social Media Marketing, Online Marketing, Start-ups, Email Marketing, Strategic Partnerships, Business Planning, CRM, Lead Generation, Executive Coaching
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2011
MBA, Summa Cum Laude
Millersville University of Pennsylvania 1991 — 1995
B.S, Marketing
Institute for Integrative Nutrition
Health Coaching Certification
Wellness by Ramona August 2010 - Present
Vanguard July 2007 - January 2010
Vanguard December 2005 - July 2007
Bank of America September 2004 - September 2005
Bank of America September 2003 - September 2004
Skills
Wellness, Relationship Management, Leadership, Holistic Health, Healthcare, Nutrition, Marketing, Employee Wellness, Process Improvement, Customer Service, Strategic Planning, Wellness Coaching, Health, Financial Services, Coaching, Employee Wellness..., Series 63, Stress Management, Nutritional Counseling, Account Management, Program Management, Leadership Development, New Business Development, Business Development, Training, Occupational Health, Event Planning, Entrepreneurship, Strategy, Small Business, Management, Public Speaking, Sales, Social Networking, Marketing Strategy, Team Building, Social Media Marketing, Online Marketing, Start-ups, Email Marketing, Strategic Partnerships, Business Planning, CRM, Lead Generation, Executive Coaching
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2011
MBA, Summa Cum Laude
Millersville University of Pennsylvania 1991 — 1995
B.S, Marketing
Institute for Integrative Nutrition
Health Coaching Certification
Doug Dies's Vanguard Experience July 2006 - Present
Job Information Security Analyst at Vanguard
Industry Investment Management
Experience
Vanguard July 2006 - Present
Vanguard February 2000 - July 2006
Indiana University of Pennsylvania May 1996 - December 1999
Skills
Information Security, Computer Security, CISSP, Security, Application Security, Information Security..., IT Audit, Penetration Testing, Security Architecture..., Vulnerability Assessment, Security Awareness, Vulnerability Management
Education
Penn State University 2010 — 2013
Master of Science, Information Science
Indiana University of Pennsylvania 1995 — 1999
B.S., Management Information Systems
Vanguard July 2006 - Present
Vanguard February 2000 - July 2006
Indiana University of Pennsylvania May 1996 - December 1999
Skills
Information Security, Computer Security, CISSP, Security, Application Security, Information Security..., IT Audit, Penetration Testing, Security Architecture..., Vulnerability Assessment, Security Awareness, Vulnerability Management
Education
Penn State University 2010 — 2013
Master of Science, Information Science
Indiana University of Pennsylvania 1995 — 1999
B.S., Management Information Systems
Dana Reddington's Vanguard Experience August 2014 - Present
Job Editor at Vanguard
Industry Information Services
Experience
Vanguard August 2014 - Present
LexisNexis June 2006 - August 2014
Philadelphia Inquirer 1996 - 2006
The Times Herald 1990 - 1996
Skills
Journalism, Copy Editing, Ap Style, Newspaper, Newspapers, Editing, Editorial
Education
Indiana University of Pennsylvania 1984 — 1988
Bachelor's, Journalism
Vanguard August 2014 - Present
LexisNexis June 2006 - August 2014
Philadelphia Inquirer 1996 - 2006
The Times Herald 1990 - 1996
Skills
Journalism, Copy Editing, Ap Style, Newspaper, Newspapers, Editing, Editorial
Education
Indiana University of Pennsylvania 1984 — 1988
Bachelor's, Journalism
Chase Maitland's Vanguard Experience December 2013 - July 2015
Job
Industry Investment Management
Experience
Aegon August 2015 - Present
Vanguard December 2013 - July 2015
Vanguard September 2013 - November 2013
Vanguard 2011 - 2013
Reliance First Capital 2010 - 2011
Skills
Financial Analysis, Investments, Residential Mortgages, Bloomberg, Mutual Funds, Valuation, Fixed Income
Education
Temple University, The Fox School of Business 2009 — 2010
Masters Degree, Financial Engineering
James Madison University 2005 — 2009
Bachelors Degree, Mathematics & Quantitative Finance
Aegon August 2015 - Present
Vanguard December 2013 - July 2015
Vanguard September 2013 - November 2013
Vanguard 2011 - 2013
Reliance First Capital 2010 - 2011
Skills
Financial Analysis, Investments, Residential Mortgages, Bloomberg, Mutual Funds, Valuation, Fixed Income
Education
Temple University, The Fox School of Business 2009 — 2010
Masters Degree, Financial Engineering
James Madison University 2005 — 2009
Bachelors Degree, Mathematics & Quantitative Finance
Lisa Hare's Vanguard Experience April 2011 - April 2013
Job Network Director, ERP/Analytics at Scottsdale Healthcare
Industry Hospital & Health Care
Experience
Scottsdale Healthcare January 2015 - Present
Tenet Healthcare April 2013 - Present
Vanguard April 2011 - April 2013
Vanguard Health Systems April 2010 - April 2011
Abrazo Healthcare May 2008 - April 2010
Maryvale Hospital/Phoenix Memorial Hospital October 2004 - May 2008
Ohio Valley General Hospital September 1984 - September 2004
US Army July 1978 - August 1984
Skills
Healthcare, Supply Chain, Hospitals, Healthcare Consulting, Healthcare Management
Education
Indiana University of Pennsylvania 1974 — 1978
BS, Accounting
Scottsdale Healthcare January 2015 - Present
Tenet Healthcare April 2013 - Present
Vanguard April 2011 - April 2013
Vanguard Health Systems April 2010 - April 2011
Abrazo Healthcare May 2008 - April 2010
Maryvale Hospital/Phoenix Memorial Hospital October 2004 - May 2008
Ohio Valley General Hospital September 1984 - September 2004
US Army July 1978 - August 1984
Skills
Healthcare, Supply Chain, Hospitals, Healthcare Consulting, Healthcare Management
Education
Indiana University of Pennsylvania 1974 — 1978
BS, Accounting
Amanda Houck's Vanguard Experience September 2004 - Present
Job Relationship Manager
Industry Financial Services
Experience
Vanguard September 2004 - Present
Skills
Mutual Funds, Series 7, Financial Services, Series 63, Relationship Management
Education
Villanova University 2007 — 2011
MBA
Indiana University of Pennsylvania 2000 — 2004
B.S. in Business Administration, International Business
Vanguard September 2004 - Present
Skills
Mutual Funds, Series 7, Financial Services, Series 63, Relationship Management
Education
Villanova University 2007 — 2011
MBA
Indiana University of Pennsylvania 2000 — 2004
B.S. in Business Administration, International Business
Ana Rainey's Vanguard Experience January 2011 - September 2011
Job Deputy Program Manager at Sikorsky Aircraft
Industry Aviation & Aerospace
Experience
Sikorsky Aircraft June 2015 - Present
Sikorsky Aircraft April 2014 - June 2015
Sikorsky Aircraft May 2013 - April 2014
Connolly, LLC January 2013 - May 2013
Turtle & Hughes Integrated Supply February 2012 - January 2013
Vanguard January 2011 - September 2011
Skills
SQL, Data Warehousing, VBA, Java, Datastage, C#, Access, Supply Chain, Microsoft Excel, Program Management, Continuous Improvement, Logistics, Microsoft Office
Education
Isenberg School of Management, UMass Amherst 2015 — 2017
Master of Business Administration (MBA)
Virginia Polytechnic Institute and State University - Pamplin College of Business 2007 — 2010
BS, Business Information Technology, Leadership and Social Change Minor
Sikorsky Aircraft June 2015 - Present
Sikorsky Aircraft April 2014 - June 2015
Sikorsky Aircraft May 2013 - April 2014
Connolly, LLC January 2013 - May 2013
Turtle & Hughes Integrated Supply February 2012 - January 2013
Vanguard January 2011 - September 2011
Skills
SQL, Data Warehousing, VBA, Java, Datastage, C#, Access, Supply Chain, Microsoft Excel, Program Management, Continuous Improvement, Logistics, Microsoft Office
Education
Isenberg School of Management, UMass Amherst 2015 — 2017
Master of Business Administration (MBA)
Virginia Polytechnic Institute and State University - Pamplin College of Business 2007 — 2010
BS, Business Information Technology, Leadership and Social Change Minor
Heather Rickard SPHR's Vanguard Experience March 2011 - June 2014
Job Assistant Vice President of Talent at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group September 2015 - Present
Lincoln Financial Group July 2014 - August 2015
Vanguard March 2011 - June 2014
Vanguard January 2008 - March 2011
Vanguard January 2006 - January 2008
Vanguard January 2003 - January 2006
Skills
Instructional Design, Performance Management, Employee Relations, Six Sigma, Leadership Development, Coaching, Training Delivery, Team Building, Succession Planning, Talent Management, Process Improvement, Leadership, Change Management, E-Learning, Employee Benefits, Employee Engagement, Employee Training, Human Resources, Onboarding, Organizational..., Organizational..., Recruiting, Staff Development, Strategy, Talent Acquisition, Training, Workforce Planning, Career Development, Organizational Design, College Recruiting, HRIS, Executive Coaching, Deferred Compensation
Education
Indiana University of Pennsylvania 1990 — 1994
BFA, Acting, Art
Lincoln Financial Group September 2015 - Present
Lincoln Financial Group July 2014 - August 2015
Vanguard March 2011 - June 2014
Vanguard January 2008 - March 2011
Vanguard January 2006 - January 2008
Vanguard January 2003 - January 2006
Skills
Instructional Design, Performance Management, Employee Relations, Six Sigma, Leadership Development, Coaching, Training Delivery, Team Building, Succession Planning, Talent Management, Process Improvement, Leadership, Change Management, E-Learning, Employee Benefits, Employee Engagement, Employee Training, Human Resources, Onboarding, Organizational..., Organizational..., Recruiting, Staff Development, Strategy, Talent Acquisition, Training, Workforce Planning, Career Development, Organizational Design, College Recruiting, HRIS, Executive Coaching, Deferred Compensation
Education
Indiana University of Pennsylvania 1990 — 1994
BFA, Acting, Art
Diane (Brown) Pennington's Vanguard Experience November 2008 - July 2011
Job Client Services, Bank of New York Mellon, King of Prussia, PA
Industry Financial Services
Experience
Vanguard November 2008 - July 2011
Self Employed January 1987 - November 2008
Personal Touch Home Care August 1984 - January 1987
Legal Media May 1983 - August 1984
Skills
Series 6 and 63 licenses
Education
Indiana University of Pennsylvania 1979 — 1983
Bachelor of Science (BS), Communications Media
Vanguard November 2008 - July 2011
Self Employed January 1987 - November 2008
Personal Touch Home Care August 1984 - January 1987
Legal Media May 1983 - August 1984
Skills
Series 6 and 63 licenses
Education
Indiana University of Pennsylvania 1979 — 1983
Bachelor of Science (BS), Communications Media
Sree Swapna Chittajallu's Vanguard Experience June 2012 - July 2014
Job Sr Web Developer(Software Engineer 3) at eBay Enterprise
Industry Financial Services
Experience
eBay Enterprise July 2014 - Present
vanguard June 2012 - July 2014
Consultant at Express Scripts (Legacy Medco) August 2010 - June 2012
Consultant at Kaiser Permanente October 2008 - May 2010
Gobal Soft Systems October 2007 - September 2008
HSBC GLobal Technology Center, Pune December 2005 - April 2007
Saba Software India Pvt. Ltd, Mumbai June 2005 - November 2005
Skills
Java, Agile Methodologies, Requirements Analysis, SDLC, Scrum, XML
Education
International Institute of Information Technology
MS, Advance Software Technologies
Jawaharlal Nehru Technological University
Bachelor of Technology, Computer Science
eBay Enterprise July 2014 - Present
vanguard June 2012 - July 2014
Consultant at Express Scripts (Legacy Medco) August 2010 - June 2012
Consultant at Kaiser Permanente October 2008 - May 2010
Gobal Soft Systems October 2007 - September 2008
HSBC GLobal Technology Center, Pune December 2005 - April 2007
Saba Software India Pvt. Ltd, Mumbai June 2005 - November 2005
Skills
Java, Agile Methodologies, Requirements Analysis, SDLC, Scrum, XML
Education
International Institute of Information Technology
MS, Advance Software Technologies
Jawaharlal Nehru Technological University
Bachelor of Technology, Computer Science
Barbara Gersitz's Vanguard Experience Budget AnalystCrystal Cruises2010 - 2011
Job Investment Professional at Vanguard
Industry Financial Services
Experience
Vanguard Budget AnalystCrystal Cruises2010 - 2011
Upper Deck 2008 - 2009
Skills
Series 63, Equities, Investments, Mutual Funds, Portfolio Management, Asset Management, Financial Modeling, Fixed Income, Wealth Management, Strategic Financial..., Valuation, Financial Services, Capital Markets, Private Equity, Financial Analysis
Education
Ithaca College
BA, Anthropology
University of Pennsylvania
Certificate In Finance, Accounting and Finance
Vanguard Budget AnalystCrystal Cruises2010 - 2011
Upper Deck 2008 - 2009
Skills
Series 63, Equities, Investments, Mutual Funds, Portfolio Management, Asset Management, Financial Modeling, Fixed Income, Wealth Management, Strategic Financial..., Valuation, Financial Services, Capital Markets, Private Equity, Financial Analysis
Education
Ithaca College
BA, Anthropology
University of Pennsylvania
Certificate In Finance, Accounting and Finance
Juliane Spadone's Vanguard Experience September 2003 - December 2006
Job Financial Administrator at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group January 2007 - Present
Vanguard September 2003 - December 2006
Vanguard June 1999 - August 2003
Skills
Retirement Planning, Mutual Funds, Retirement, Strategic Financial..., Investments, Financial Analysis, Asset Allocation, Series 63, Series 6, Certified Financial..., Essbase, Microsoft Office
Education
Indiana University of Pennsylvania 1995 — 1999
Bachelor's degree, Finance, General
The Vanguard Group January 2007 - Present
Vanguard September 2003 - December 2006
Vanguard June 1999 - August 2003
Skills
Retirement Planning, Mutual Funds, Retirement, Strategic Financial..., Investments, Financial Analysis, Asset Allocation, Series 63, Series 6, Certified Financial..., Essbase, Microsoft Office
Education
Indiana University of Pennsylvania 1995 — 1999
Bachelor's degree, Finance, General
Kyra Gerber's Vanguard Experience June 2012 - Present
Job Client Relationship Associate
Industry Investment Management
Experience
Vanguard June 2012 - Present
Wells Fargo April 2005 - June 2012
Education
Iowa State University
Vanguard June 2012 - Present
Wells Fargo April 2005 - June 2012
Education
Iowa State University
Lisa Tomko's Vanguard Experience June 2011 - August 2011
Job Associate Software Engineer at Moody's Analytics
Industry Computer Software
Experience
Moody's Analytics December 2012 - Present
Vanguard June 2011 - August 2011
Skills
C++, Java, HTML, SQL, JavaScript, Microsoft Office, Windows, MySQL, CSS, Linux, Programming, Microsoft Excel
Education
Indiana University of Pennsylvania 2008 — 2012
Bachelor of Science (BS), Computer Science
Moody's Analytics December 2012 - Present
Vanguard June 2011 - August 2011
Skills
C++, Java, HTML, SQL, JavaScript, Microsoft Office, Windows, MySQL, CSS, Linux, Programming, Microsoft Excel
Education
Indiana University of Pennsylvania 2008 — 2012
Bachelor of Science (BS), Computer Science
Charlene Robinson's Vanguard Experience September 1997 - Present
Job Project Manager at Vanguard
Industry Financial Services
Experience
Vanguard September 1997 - Present
KichenWorks 1993 - September 1997
Dauphin County Children & Youth 1988 - 1993
Skills
Performance Management, Project Management, SharePoint, Change Management, Business Process..., Business Analysis, Process Improvement, Project Portfolio..., Visio, Requirements Gathering, Program Management, SDLC, CRM, Agile Project Management, Vendor Management, Team Leadership, Leadership
Education
Indiana University of Pennsylvania 1984 — 1988
Bachelor of Arts, Psychology, Cum Laude
Vanguard September 1997 - Present
KichenWorks 1993 - September 1997
Dauphin County Children & Youth 1988 - 1993
Skills
Performance Management, Project Management, SharePoint, Change Management, Business Process..., Business Analysis, Process Improvement, Project Portfolio..., Visio, Requirements Gathering, Program Management, SDLC, CRM, Agile Project Management, Vendor Management, Team Leadership, Leadership
Education
Indiana University of Pennsylvania 1984 — 1988
Bachelor of Arts, Psychology, Cum Laude
Parvatha Natarajan's Vanguard Experience December 2013 - Present
Job Financial data admin/analysis and reporting
Industry Financial Services
Experience
Vanguard December 2013 - Present
Project HOME July 2013 - October 2013
Vanguard Charitable Endowment Program October 2012 - January 2013
AmeriGas August 2012 - September 2012
American Red Cross March 2012 - July 2012
ABMS Tech Inc November 2008 - June 2010
Eastern Financiers Ltd November 2005 - October 2007
M/S Dass and Ghosh Chartered Accountants June 2002 - June 2005
Skills
Financial Analysis, Accounting, Management, Microsoft Excel
Education
Institute of Cost and Works Accountants of India - ICWAI 2006 — 2007
ACMA, Certified Cost and Management Accountant
University of Calcutta 2004 — 2006
M.Com, Accounting and Finance
Sri Shikshayatan College 2000 — 2003
Bachelor of Commerce (B.Com.), Accounting and Finance
Vanguard December 2013 - Present
Project HOME July 2013 - October 2013
Vanguard Charitable Endowment Program October 2012 - January 2013
AmeriGas August 2012 - September 2012
American Red Cross March 2012 - July 2012
ABMS Tech Inc November 2008 - June 2010
Eastern Financiers Ltd November 2005 - October 2007
M/S Dass and Ghosh Chartered Accountants June 2002 - June 2005
Skills
Financial Analysis, Accounting, Management, Microsoft Excel
Education
Institute of Cost and Works Accountants of India - ICWAI 2006 — 2007
ACMA, Certified Cost and Management Accountant
University of Calcutta 2004 — 2006
M.Com, Accounting and Finance
Sri Shikshayatan College 2000 — 2003
Bachelor of Commerce (B.Com.), Accounting and Finance
Jason Romanski's Vanguard Experience November 2008 - Present
Job Risk Management, Vanguard Portfolio Review
Industry Financial Services
Experience
Vanguard November 2008 - Present
Vanguard November 2004 - November 2008
Vanguard November 1998 - November 2004
Skills
Risk Management, Financial Analysis, Finance, Banking, Portfolio Management, Financial Planning, Financial Services, Process Improvement, Analysis, Internal Audit
Education
Isenberg School of Management, UMass Amherst
Master of Business Administration (M.B.A.)
Indiana University of Pennsylvania
Bachelor’s Degree, Accounting and Finance
Vanguard November 2008 - Present
Vanguard November 2004 - November 2008
Vanguard November 1998 - November 2004
Skills
Risk Management, Financial Analysis, Finance, Banking, Portfolio Management, Financial Planning, Financial Services, Process Improvement, Analysis, Internal Audit
Education
Isenberg School of Management, UMass Amherst
Master of Business Administration (M.B.A.)
Indiana University of Pennsylvania
Bachelor’s Degree, Accounting and Finance
Neetu Krishna's Vanguard Experience August 2010 - May 2013
Job QA Analyst , CSM
Industry Financial Services
Experience
Capital One May 2013 - Present
Vanguard August 2010 - May 2013
Skills
Quality Center, User Acceptance Testing, Test Planning, Test Management, SDLC, Regression Testing, QTP, Software Quality..., Test Automation, Test Cases, System Testing, Manual Testing
Education
Indira Gandhi National Open University
Master of Computer Applications (MCA), Compute
RSK Higher Seconday School
Capital One May 2013 - Present
Vanguard August 2010 - May 2013
Skills
Quality Center, User Acceptance Testing, Test Planning, Test Management, SDLC, Regression Testing, QTP, Software Quality..., Test Automation, Test Cases, System Testing, Manual Testing
Education
Indira Gandhi National Open University
Master of Computer Applications (MCA), Compute
RSK Higher Seconday School
Tyler Caba's Vanguard Experience May 2015 - Present
Job Vanguard Crew Member
Industry Financial Services
Experience
Vanguard May 2015 - Present
Vanguard May 2014 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Social Media, Time Management, Customer Service, Teamwork, Team Building, Team Leadership, Management
Education
Indiana University of Pennsylvania 2010 — 2014
Human Resource and General Management
Indiana University of Pennsylvania 2010 — 2014
Bachelorate, General Management and Human Resources Management
Vanguard May 2015 - Present
Vanguard May 2014 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Social Media, Time Management, Customer Service, Teamwork, Team Building, Team Leadership, Management
Education
Indiana University of Pennsylvania 2010 — 2014
Human Resource and General Management
Indiana University of Pennsylvania 2010 — 2014
Bachelorate, General Management and Human Resources Management
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments