Vanguard Company
Industry: Investment management company
DescriptionThe Vanguard Group is an American registered investment advisor based in Malvern, Pennsylvania with over $5.1 trillion in assets under management. It is the largest provider of mutual funds and the second-largest provider of exchange-traded funds in the world after BlackRock's iShares. Customer service: 0800 032 3731 Assets under management: 5.1 trillion USD (January 31, 2018) Founder: John C. Bogle Founded: 1 May 1975, Valley Forge, Pennsylvania, United States CEO: Mortimer J. Buckley (Jan 2018–) Headquarters: Valley Forge, Pennsylvania, United States
Vanguard List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Vanguard. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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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
Albert Suber Albert Suber's Vanguard Experience 2007 - 2012
Job HR Generalist at Ingersoll Rand
Industry Financial Services
Experience
Ingersoll Rand 2015 - Present
Ingersoll Rand 2013 - 2015
Vanguard 2007 - 2012
Draftfcb May 2007 - August 2007
Casajulie August 2005 - July 2007
Charlotte Bobcats August 2006 - December 2006
Skills
Time Management, Organizing, Proactivity, Graphic Design, Creative Writing, Microsoft Office, Finance, Recruiting, Office Administration, Marketing, Youth Empowerment, Public Speaking, Multi Tasking, Customer Service, Public Relations, PeopleSoft, Human Resources, CRM, Employee Benefits, Series 7, Mutual Funds, Fundraising, Series 63, Program Management, Investments, Analysis, Management, Retirement, Financial Services, Leadership, Interviews, Training, Employee Relations, Microsoft Excel, Project Planning, Consulting, Applicant Tracking..., Building Relationships, IRAs, Onboarding, 401k, College Recruiting, Retirement Planning, FINRA, Payroll, Series 6, Event Planning, Relationship Management, HRIS, New Hire Orientations
Education
Johnson C. Smith University - JCSU 2003 — 2007
BA, Public Relations/Marketing
Chester High School 1999 — 2003
Ingersoll Rand 2015 - Present
Ingersoll Rand 2013 - 2015
Vanguard 2007 - 2012
Draftfcb May 2007 - August 2007
Casajulie August 2005 - July 2007
Charlotte Bobcats August 2006 - December 2006
Skills
Time Management, Organizing, Proactivity, Graphic Design, Creative Writing, Microsoft Office, Finance, Recruiting, Office Administration, Marketing, Youth Empowerment, Public Speaking, Multi Tasking, Customer Service, Public Relations, PeopleSoft, Human Resources, CRM, Employee Benefits, Series 7, Mutual Funds, Fundraising, Series 63, Program Management, Investments, Analysis, Management, Retirement, Financial Services, Leadership, Interviews, Training, Employee Relations, Microsoft Excel, Project Planning, Consulting, Applicant Tracking..., Building Relationships, IRAs, Onboarding, 401k, College Recruiting, Retirement Planning, FINRA, Payroll, Series 6, Event Planning, Relationship Management, HRIS, New Hire Orientations
Education
Johnson C. Smith University - JCSU 2003 — 2007
BA, Public Relations/Marketing
Chester High School 1999 — 2003
Eureka Bullock Eureka Bullock's Vanguard Experience July 2011 - June 2012
Job Eureka Bullock, MBA
Industry Financial Services
Experience
Accenture July 2013 - Present
TIAA-CREF July 2012 - April 2013
Vanguard July 2011 - June 2012
RBC Bank June 2010 - August 2010
RBC Bank May 2009 - August 2009
Skills
Series 7, Series 63, Life & Health Insurance..., Microsoft Excel, Access, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Banking
Education
Liberty University 2013 — 2014
Master of Business Administration (MBA), Accounting
Johnson C. Smith University - JCSU 2007 — 2011
Bachelor of Science (BS), Accounting
Accenture July 2013 - Present
TIAA-CREF July 2012 - April 2013
Vanguard July 2011 - June 2012
RBC Bank June 2010 - August 2010
RBC Bank May 2009 - August 2009
Skills
Series 7, Series 63, Life & Health Insurance..., Microsoft Excel, Access, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Banking
Education
Liberty University 2013 — 2014
Master of Business Administration (MBA), Accounting
Johnson C. Smith University - JCSU 2007 — 2011
Bachelor of Science (BS), Accounting
Jared Novak, CFP® Jared Novak, CFP®'s Vanguard Experience January 2013 - Present
Job Nonprofit Relationship Manager at Vanguard
Industry Financial Services
Experience
Vanguard January 2013 - Present
Vanguard October 2004 - January 2013
Skills
Series 63, Asset Allocation, Mutual Funds, Certified Financial..., Investments, Wealth Management, Series 6, Investment Management, Portfolio Management, Non-profits, Equities, Asset Management, Nonprofits, Fixed Income, Series 7
Education
James Madison University 2000 — 2004
Bachelor of Business Administration (BBA), Finance
Vanguard January 2013 - Present
Vanguard October 2004 - January 2013
Skills
Series 63, Asset Allocation, Mutual Funds, Certified Financial..., Investments, Wealth Management, Series 6, Investment Management, Portfolio Management, Non-profits, Equities, Asset Management, Nonprofits, Fixed Income, Series 7
Education
James Madison University 2000 — 2004
Bachelor of Business Administration (BBA), Finance
Anand Reddy Levaku Anand Reddy Levaku's Vanguard Experience
Job IT Systems Manager at Vanguard
Industry Information Technology and Services
Experience
Vanguard
Education
Jawaharlal Nehru Technological University
Bachelor of Technology (BTech), Mechanical Engineering
Pennsylvania State University-Great Valley Graduate Center
Master of Science (MS), Information Technology
Sri Krishnadevaraya University
Master of Business Administration (MBA)
Vanguard
Education
Jawaharlal Nehru Technological University
Bachelor of Technology (BTech), Mechanical Engineering
Pennsylvania State University-Great Valley Graduate Center
Master of Science (MS), Information Technology
Sri Krishnadevaraya University
Master of Business Administration (MBA)
Ernest Simms Ernest Simms's Vanguard Experience June 2011 - January 2012
Job Territory Sales Manager
Industry Consumer Services
Experience
O'Reilly Auto Parts July 2012 - Present
O'Reilly Auto Parts November 2006 - Present
Vanguard June 2011 - January 2012
Achievement First June 2010 - August 2010
Skills
Series 6, Retail, Customer Satisfaction, Customer Service, Sales, Sales Management, Store Management, Microsoft Excel, Microsoft Office, Microsoft Word, Sales Presentations, Training, Automotive, Retail Sales
Education
Johnson C. Smith University - JCSU 2007 — 2011
BA, BS, Banking and Finance, Economics
O'Reilly Auto Parts July 2012 - Present
O'Reilly Auto Parts November 2006 - Present
Vanguard June 2011 - January 2012
Achievement First June 2010 - August 2010
Skills
Series 6, Retail, Customer Satisfaction, Customer Service, Sales, Sales Management, Store Management, Microsoft Excel, Microsoft Office, Microsoft Word, Sales Presentations, Training, Automotive, Retail Sales
Education
Johnson C. Smith University - JCSU 2007 — 2011
BA, BS, Banking and Finance, Economics
Kyle Carruthers Kyle Carruthers's Vanguard Experience September 2014 - Present
Job Client relationship associate
Industry Investment Management
Experience
Vanguard September 2014 - Present
King’s College October 2011 - May 2014
Felico’s Restaurant / Catering December 2008 - January 2014
CohnReznick LLP February 2013 - May 2013
Coty June 2012 - August 2012
COTY Inc June 2012 - August 2012
Collegiate Entrepreneurs Inc May 2012 - June 2012
James Stanton Foundation January 2009 - January 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Accounting, Social Media, Event Planning, Outlook, Financial Reporting, Access, QuickBooks, Teamwork, Time Management, Auditing, Sailing Instruction, Sword Fighting
Education
King's College 2010 — 2014
Bachelor's degree, Accounting
King's College 2010 — 2014
Bachelor's degree, Accounting
McGowan School of Business 2010 — 2014
Bachelor of Science, Business Administration; Accounting
PwC xTAX Competition
Vanguard September 2014 - Present
King’s College October 2011 - May 2014
Felico’s Restaurant / Catering December 2008 - January 2014
CohnReznick LLP February 2013 - May 2013
Coty June 2012 - August 2012
COTY Inc June 2012 - August 2012
Collegiate Entrepreneurs Inc May 2012 - June 2012
James Stanton Foundation January 2009 - January 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Accounting, Social Media, Event Planning, Outlook, Financial Reporting, Access, QuickBooks, Teamwork, Time Management, Auditing, Sailing Instruction, Sword Fighting
Education
King's College 2010 — 2014
Bachelor's degree, Accounting
King's College 2010 — 2014
Bachelor's degree, Accounting
McGowan School of Business 2010 — 2014
Bachelor of Science, Business Administration; Accounting
PwC xTAX Competition
Janine (Tienor) Amundson's Vanguard Experience October 2013 - September 2014
Job AIS Guidance Center Representative at Associated Bank
Industry Financial Services
Experience
Associated Bank November 2014 - Present
Vanguard October 2013 - September 2014
Vanguard April 2013 - October 2013
University of Phoenix November 2009 - February 2013
Holy Family Memorial March 2007 - March 2009
Santa's Best December 2002 - March 2009
Skills
Admissions, Enrollment Management, Higher Education, Student Financial Aid, Retaining Customers, Student Affairs, eCollege, Student Recruiting, Adult Education, Distance Learning, Academic Advising, Academic Administration, Communication, Marketing Communications, Project Management, Customer Service..., Customer Service..., Spa, Health Care..., Management, Customer Retention, Customer Service, Microsoft Excel, Public Speaking, Sales, Microsoft Office
Education
Kaplan University 2013 — 2015
Master of Business Administration (MBA), Project Management, 3.81
University of Phoenix 2012 — 2012
Certificate, Project Management, 3.98
University of Phoenix 2009 — 2012
Bachelor of Science in Communications/Technology, Communication and Media Studies, 3.85
Fox Valley School of Massage
Massage Therapist, Massage Therapy/Therapeutic Massage
Associated Bank November 2014 - Present
Vanguard October 2013 - September 2014
Vanguard April 2013 - October 2013
University of Phoenix November 2009 - February 2013
Holy Family Memorial March 2007 - March 2009
Santa's Best December 2002 - March 2009
Skills
Admissions, Enrollment Management, Higher Education, Student Financial Aid, Retaining Customers, Student Affairs, eCollege, Student Recruiting, Adult Education, Distance Learning, Academic Advising, Academic Administration, Communication, Marketing Communications, Project Management, Customer Service..., Customer Service..., Spa, Health Care..., Management, Customer Retention, Customer Service, Microsoft Excel, Public Speaking, Sales, Microsoft Office
Education
Kaplan University 2013 — 2015
Master of Business Administration (MBA), Project Management, 3.81
University of Phoenix 2012 — 2012
Certificate, Project Management, 3.98
University of Phoenix 2009 — 2012
Bachelor of Science in Communications/Technology, Communication and Media Studies, 3.85
Fox Valley School of Massage
Massage Therapist, Massage Therapy/Therapeutic Massage
Joseph Foreman Joseph Foreman's Vanguard Experience September 2014 - Present
Job Financial Analyst at Vanguard
Industry Financial Services
Experience
Vanguard September 2014 - Present
Vanguard August 2013 - August 2014
King's College August 2010 - May 2013
Defense Contract Audit Agency June 2011 - August 2012
Giant Food May 2007 - July 2010
Skills
Leadership, Financial Modeling, Financial Analysis, Project Management, Microsoft Office
Education
King's College 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Vanguard September 2014 - Present
Vanguard August 2013 - August 2014
King's College August 2010 - May 2013
Defense Contract Audit Agency June 2011 - August 2012
Giant Food May 2007 - July 2010
Skills
Leadership, Financial Modeling, Financial Analysis, Project Management, Microsoft Office
Education
King's College 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Kristi Williams Kristi Williams's Vanguard Experience March 2014 - March 2015
Job Recruiter for Merrill Lynch/ Bank of America through PeopleScout
Industry Human Resources
Experience
B2R Finance April 2015 - July 2015
Vanguard March 2014 - March 2015
Wells Fargo September 2007 - April 2013
Wachovia Bank February 2006 - September 2007
Skills
Recruiting, Human Resources, Retail Banking, Communication, Interviewing Skills, Applicant Tracking..., Onboarding, Interviews, Benefits Negotiation, Customer Service, Financial Services, Finance, Talent Acquisition, Screening, Job Fairs, Employee Benefits, Internet Recruiting, College Recruiting
Education
James Madison University 2000 — 2004
Marketing
Charlotte Country Day School
B2R Finance April 2015 - July 2015
Vanguard March 2014 - March 2015
Wells Fargo September 2007 - April 2013
Wachovia Bank February 2006 - September 2007
Skills
Recruiting, Human Resources, Retail Banking, Communication, Interviewing Skills, Applicant Tracking..., Onboarding, Interviews, Benefits Negotiation, Customer Service, Financial Services, Finance, Talent Acquisition, Screening, Job Fairs, Employee Benefits, Internet Recruiting, College Recruiting
Education
James Madison University 2000 — 2004
Marketing
Charlotte Country Day School
Angelina Medico's Vanguard Experience January 2014 - Present
Job Learning and Development Consultant at Vanguard
Industry Financial Services
Experience
Vanguard January 2014 - Present
Vanguard August 2010 - December 2013
Vanguard June 2007 - August 2010
Vanguard June 2006 - June 2007
Skills
Captivate, Performance Consulting, Instructional Design, SnagIt, Needs Analysis, Instructor-led Training, ADDIE, Blended Learning, Project Management, Adult Education, Process Improvement, Leadership, E-Learning, Coaching, PowerPoint, Consulting
Education
La Salle University 2010 — 2012
MBA, Human Resource Management
King's College 2002 — 2006
BS, International Business
Vanguard January 2014 - Present
Vanguard August 2010 - December 2013
Vanguard June 2007 - August 2010
Vanguard June 2006 - June 2007
Skills
Captivate, Performance Consulting, Instructional Design, SnagIt, Needs Analysis, Instructor-led Training, ADDIE, Blended Learning, Project Management, Adult Education, Process Improvement, Leadership, E-Learning, Coaching, PowerPoint, Consulting
Education
La Salle University 2010 — 2012
MBA, Human Resource Management
King's College 2002 — 2006
BS, International Business
Jon Shumate's Vanguard Experience 2000 - 2003
Job Family Wealth Advisor, VP at GenSpring Family Offices
Industry Financial Services
Experience
GenSpring Family Offices June 2004 - Present
GenSpring Family Offices 2008 - 2011
GenSpring Family Offices 2004 - 2008
Wachovia Bank 2004 - 2004
Bank of America 2003 - 2003
Vanguard 2000 - 2003
Education
James Madison University
Bachelor of Business Administration (BBA)
Queens University of Charlotte
Financial Planner Program
GenSpring Family Offices June 2004 - Present
GenSpring Family Offices 2008 - 2011
GenSpring Family Offices 2004 - 2008
Wachovia Bank 2004 - 2004
Bank of America 2003 - 2003
Vanguard 2000 - 2003
Education
James Madison University
Bachelor of Business Administration (BBA)
Queens University of Charlotte
Financial Planner Program
Gabriel Castro's Vanguard Experience October 2013 - Present
Job Corporate Governance Supervisor at Vanguard
Industry Financial Services
Experience
Vanguard October 2013 - Present
Vanguard July 2012 - October 2013
Juniata College June 2011 - May 2012
Juniata College Enrollment Center August 2008 - May 2012
Juniata College January 2009 - May 2011
Internal Revenue Service May 2010 - August 2010
Skills
Presentations, Microsoft Excel, Microsoft Office, Quantitative Analytics, Quantitative Finance, Team Leadership, Leadership, Research, Access, Statistics, Public Speaking, PowerPoint, Critical Thinking, Investments, Management, Data Analysis, Social Media, Portfolio Management, Spanish, Training, Strategy, Teamwork, Microsoft Word, Databases, Market Research, Valuation, Time Management, Networking, Finance, Qualitative Research, Financial Modeling, Financial Analysis
Education
Juniata College 2008 — 2012
Finance, Economics
Universidad Pablo de Olavide 2011 — 2011
International Business (Study-abroad experience)
Vanguard October 2013 - Present
Vanguard July 2012 - October 2013
Juniata College June 2011 - May 2012
Juniata College Enrollment Center August 2008 - May 2012
Juniata College January 2009 - May 2011
Internal Revenue Service May 2010 - August 2010
Skills
Presentations, Microsoft Excel, Microsoft Office, Quantitative Analytics, Quantitative Finance, Team Leadership, Leadership, Research, Access, Statistics, Public Speaking, PowerPoint, Critical Thinking, Investments, Management, Data Analysis, Social Media, Portfolio Management, Spanish, Training, Strategy, Teamwork, Microsoft Word, Databases, Market Research, Valuation, Time Management, Networking, Finance, Qualitative Research, Financial Modeling, Financial Analysis
Education
Juniata College 2008 — 2012
Finance, Economics
Universidad Pablo de Olavide 2011 — 2011
International Business (Study-abroad experience)
Leonard Fox's Vanguard Experience September 2013 - May 2015
Job Inside Wholesaler at First Trust
Industry Financial Services
Experience
First Trust May 2015 - Present
Vanguard September 2013 - May 2015
United Solar Group LLC May 2012 - September 2012
Toronto Dominion Bank June 2011 - September 2011
Skills
Customer Service, Access, Team Leadership, Financial Analysis, Microsoft Office, Sales, Microsoft Excel, PowerPoint, Microsoft Word, Research, Investments, Public Speaking, Social Media, Outlook, Credit, Analysis, Time Management, Financial Services, CRM, Finance
Education
King's College 2009 — 2013
Bachelor of Science, Finance
Cherokee High School 2005 — 2009
First Trust May 2015 - Present
Vanguard September 2013 - May 2015
United Solar Group LLC May 2012 - September 2012
Toronto Dominion Bank June 2011 - September 2011
Skills
Customer Service, Access, Team Leadership, Financial Analysis, Microsoft Office, Sales, Microsoft Excel, PowerPoint, Microsoft Word, Research, Investments, Public Speaking, Social Media, Outlook, Credit, Analysis, Time Management, Financial Services, CRM, Finance
Education
King's College 2009 — 2013
Bachelor of Science, Finance
Cherokee High School 2005 — 2009
Mary Digiandomenico Mary Digiandomenico's Vanguard Experience October 1986 - December 1996
Job Instructor at Power Ryde
Industry Design
Experience
Power Ryde April 2013 - September 2014
Simply Power Yoga January 2012 - June 2014
Fleet Feet Sports March 2002 - March 2005
Vanguard October 1986 - December 1996
Skills
Adobe Illustrator,...
Education
University of Cincinnati-Raymond Walters College 2010 — 2014
Associate of Applied Business in Communication Design, Communication/Graphic Design
John Carroll University 1979 — 1983
Bachelor of Business Administration (B.B.A.), Business/Marketing
Power Ryde April 2013 - September 2014
Simply Power Yoga January 2012 - June 2014
Fleet Feet Sports March 2002 - March 2005
Vanguard October 1986 - December 1996
Skills
Adobe Illustrator,...
Education
University of Cincinnati-Raymond Walters College 2010 — 2014
Associate of Applied Business in Communication Design, Communication/Graphic Design
John Carroll University 1979 — 1983
Bachelor of Business Administration (B.B.A.), Business/Marketing
Dirk DeTrou's Vanguard Experience March 1999 - October 2002
Job Financial Professional at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors 2012 - October 2014
Charles Schwab November 2007 - July 2011
Security Trust Company October 2002 - November 2003
Vanguard March 1999 - October 2002
Skills
Real Estate Appraisal
Education
Kansas State University
AXA Advisors 2012 - October 2014
Charles Schwab November 2007 - July 2011
Security Trust Company October 2002 - November 2003
Vanguard March 1999 - October 2002
Skills
Real Estate Appraisal
Education
Kansas State University
Damiano Pettine Damiano Pettine's Vanguard Experience March 1983 - Present
Job Manager Technical Services Enterprise Storage at Vanguard
Industry Financial Services
Experience
Vanguard March 1983 - Present
Skills
Storage, Integration, Enterprise Storage, Management, Infrastructure, Strategic Planning, SDLC, Mutual Funds, Process Improvement, Relationship Management, Financial Services, Project Management, Business Analysis, Vendor Management, IT Strategy, Data Center, Analysis, Disaster Recovery
Education
Juniata College 1980 — 1982
B.S, Chemistry
Montgomery County Community College 1978 — 1980
AS, Biological Science
Vanguard March 1983 - Present
Skills
Storage, Integration, Enterprise Storage, Management, Infrastructure, Strategic Planning, SDLC, Mutual Funds, Process Improvement, Relationship Management, Financial Services, Project Management, Business Analysis, Vendor Management, IT Strategy, Data Center, Analysis, Disaster Recovery
Education
Juniata College 1980 — 1982
B.S, Chemistry
Montgomery County Community College 1978 — 1980
AS, Biological Science
Bill Costigan Bill Costigan's Vanguard Experience December 2011 - March 2013
Job Vice President at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners March 2013 - Present
Vanguard December 2011 - March 2013
KeyCorp July 2005 - July 2010
Skills
Financial Modeling, Financial Analysis, Portfolio Management, Building Relationships, Public Speaking, Series 7, Series 66
Education
John Carroll University
BS, Economics
Loyola Marymount University
MBA, Finance
Guggenheim Partners March 2013 - Present
Vanguard December 2011 - March 2013
KeyCorp July 2005 - July 2010
Skills
Financial Modeling, Financial Analysis, Portfolio Management, Building Relationships, Public Speaking, Series 7, Series 66
Education
John Carroll University
BS, Economics
Loyola Marymount University
MBA, Finance
TeShawn Myers TeShawn Myers's Vanguard Experience Communication AdministratorVanguardNovember 1998 - Present
Job Communications Administrator at The Vanguard Group
Industry Financial Services
Experience
Vanguard Communication AdministratorVanguardNovember 1998 - Present
Skills
Microsoft Office, Research
Education
Johnson C. Smith University - JCSU 1994 — 1998
Vanguard Communication AdministratorVanguardNovember 1998 - Present
Skills
Microsoft Office, Research
Education
Johnson C. Smith University - JCSU 1994 — 1998
R.J. Davis R.J. Davis's Vanguard Experience August 2014 - January 2015
Job Software Developer at Otreva
Industry Internet
Experience
Otreva January 2015 - Present
Vanguard August 2014 - January 2015
Vanguard July 2012 - August 2014
GUARD Insurance Group April 2011 - May 2012
Skills
Java, CSS, REST, SQL, JSON, C#, Software Engineering, JavaScript, Eclipse, Agile Methodologies, JSF, HTML, XML, JUnit, C++, UML, Python, Technical Writing, Unix, Mac OS, HTML5, CSS3, HTML 5, Agile Application..., Windows 7, EasyMock, PowerMock, Mutation Testing, Spring Boot, Docker, Microservice..., Amazon Web Services..., Mockito, Cucumber
Education
King's College 2010 — 2012
Bachelor's Degree, Computer Science, 3.69
Pennsylvania State University-Penn State Worthington Scranton 2008 — 2010
Bachelor's Degree, Computer Science, 3.59
Otreva January 2015 - Present
Vanguard August 2014 - January 2015
Vanguard July 2012 - August 2014
GUARD Insurance Group April 2011 - May 2012
Skills
Java, CSS, REST, SQL, JSON, C#, Software Engineering, JavaScript, Eclipse, Agile Methodologies, JSF, HTML, XML, JUnit, C++, UML, Python, Technical Writing, Unix, Mac OS, HTML5, CSS3, HTML 5, Agile Application..., Windows 7, EasyMock, PowerMock, Mutation Testing, Spring Boot, Docker, Microservice..., Amazon Web Services..., Mockito, Cucumber
Education
King's College 2010 — 2012
Bachelor's Degree, Computer Science, 3.69
Pennsylvania State University-Penn State Worthington Scranton 2008 — 2010
Bachelor's Degree, Computer Science, 3.59
Nikki Tyson Nikki Tyson's Vanguard Experience October 2010 - March 2013
Job Wealth Management Consultant
Industry Financial Services
Experience
TIAA-CREF 2012 - Present
Vanguard October 2010 - March 2013
AmerisourceBergen November 2009 - February 2010
Bank of America July 2008 - November 2009
VectorVest, Inc April 2002 - March 2008
Skills
Microsoft Office..., Microsoft Technologies, Microsoft Excel, Microsoft Word, PowerPoint, MS Project, Windows Vista, Cognos, Visual Basic, Lotus Notes, Business Analysis, Equities, Series 63, Trading Systems, Investment Strategies, Training, Access, SharePoint, Databases, Finance, Investments, Insurance, Mutual Funds, Data Analysis, Asset Allocation, Series 7, Retirement, 401k, Retirement Planning
Education
Johnson C. Smith University - JCSU 1990 — 1995
Bachelors, Computer and Information Sciences and Support Services
TIAA-CREF 2012 - Present
Vanguard October 2010 - March 2013
AmerisourceBergen November 2009 - February 2010
Bank of America July 2008 - November 2009
VectorVest, Inc April 2002 - March 2008
Skills
Microsoft Office..., Microsoft Technologies, Microsoft Excel, Microsoft Word, PowerPoint, MS Project, Windows Vista, Cognos, Visual Basic, Lotus Notes, Business Analysis, Equities, Series 63, Trading Systems, Investment Strategies, Training, Access, SharePoint, Databases, Finance, Investments, Insurance, Mutual Funds, Data Analysis, Asset Allocation, Series 7, Retirement, 401k, Retirement Planning
Education
Johnson C. Smith University - JCSU 1990 — 1995
Bachelors, Computer and Information Sciences and Support Services
Joe Lupacchino Joe Lupacchino's Vanguard Experience 1981 - 1984
Job Owner, Hottin's Trophies & Awards
Industry Retail
Experience
Hottin's Trophies & Awards 1990 - Present
Eckerd Drug Company 1984 - 1990
Vanguard 1981 - 1984
Boeing Computer Services 1974 - 1981
Education
King's College 1970 — 1974
BS in Data Processing, Minor in Accounting
Bishop Neumann, '70 Williamsport, PA 1969 — 1970
College Prep
Hottin's Trophies & Awards 1990 - Present
Eckerd Drug Company 1984 - 1990
Vanguard 1981 - 1984
Boeing Computer Services 1974 - 1981
Education
King's College 1970 — 1974
BS in Data Processing, Minor in Accounting
Bishop Neumann, '70 Williamsport, PA 1969 — 1970
College Prep
Satish Turlapati Satish Turlapati's Vanguard Experience January 2013 - Present
Job Quality Assurance Lead at Vanguard
Industry Investment Management
Experience
Vanguard January 2013 - Present
NIIT Technologies Limited September 2012 - December 2012
NIIT Limited July 2011 - August 2012
TUDOR INVESTMENT CORPORATION 2012 - 2012
Broadridge Financials Solutions May 2010 - July 2011
JP Morgan Chase November 2009 - May 2010
NIIT Technologies Limited September 2005 - October 2009
SEI Investments September 2005 - October 2009
Net Decisions Private Limited October 1998 - October 2000
Skills
Requirements Analysis, Data Migration, Functional Requirements, Banking, Project Management, Wealth Management, Quality Center, SDLC, QTP, User Acceptance Testing, Manual Testing, Test Planning, Business Analysis, Data Warehousing, Databases, Management, PL/SQL, Quality Assurance, SQL, Testing, Unix, Regression Testing, Requirements Gathering, Software Project..., Business Requirements, HP Quality Center, Agile Methodologies, Oracle, Vendor Management, Leadership, Analysis, Test Automation
Education
Indian Education Center 1996 — 1997
PGDCA, Computer Applications
Institute Of Marketing and Management 1995 — 1996
PGDBM, Business Management and Materials Management
Karnatak University 1989 — 1994
Bachelor of Engineering (B.E.), Mechanical Engineering
Satavahana college 1987 — 1989
Inter, Mathd, Physics, Chemistry
K.M.S.M.Sai.Public.School 1986 — 1987
10th, General
Vanguard January 2013 - Present
NIIT Technologies Limited September 2012 - December 2012
NIIT Limited July 2011 - August 2012
TUDOR INVESTMENT CORPORATION 2012 - 2012
Broadridge Financials Solutions May 2010 - July 2011
JP Morgan Chase November 2009 - May 2010
NIIT Technologies Limited September 2005 - October 2009
SEI Investments September 2005 - October 2009
Net Decisions Private Limited October 1998 - October 2000
Skills
Requirements Analysis, Data Migration, Functional Requirements, Banking, Project Management, Wealth Management, Quality Center, SDLC, QTP, User Acceptance Testing, Manual Testing, Test Planning, Business Analysis, Data Warehousing, Databases, Management, PL/SQL, Quality Assurance, SQL, Testing, Unix, Regression Testing, Requirements Gathering, Software Project..., Business Requirements, HP Quality Center, Agile Methodologies, Oracle, Vendor Management, Leadership, Analysis, Test Automation
Education
Indian Education Center 1996 — 1997
PGDCA, Computer Applications
Institute Of Marketing and Management 1995 — 1996
PGDBM, Business Management and Materials Management
Karnatak University 1989 — 1994
Bachelor of Engineering (B.E.), Mechanical Engineering
Satavahana college 1987 — 1989
Inter, Mathd, Physics, Chemistry
K.M.S.M.Sai.Public.School 1986 — 1987
10th, General
Jessica Paettie Jessica Paettie's Vanguard Experience November 2013 - Present
Job Retirement Plan Administrator at The Vanguard Group
Industry Financial Services
Experience
Vanguard November 2013 - Present
Vanguard October 2011 - November 2013
The Vanguard Group October 2010 - October 2011
King's College Department of Psychology August 2008 - May 2011
Child Guidance Resource Centers June 2009 - August 2009
King's College Registrar's Office August 2006 - May 2008
Education
King's College 2006 — 2010
B.S., Business Administration
Vanguard November 2013 - Present
Vanguard October 2011 - November 2013
The Vanguard Group October 2010 - October 2011
King's College Department of Psychology August 2008 - May 2011
Child Guidance Resource Centers June 2009 - August 2009
King's College Registrar's Office August 2006 - May 2008
Education
King's College 2006 — 2010
B.S., Business Administration
Marvin Chalwe's Vanguard Experience June 1999 - July 2007
Job Independent Insurance Broker
Industry Insurance
Experience
Ritter Insurance Marketing October 2014 - Present
Independence Blue Cross October 2012 - October 2014
American Income Life June 2008 - August 2013
Vanguard June 1999 - July 2007
Skills
Insurance, Asset Allocation, CRM, Fixed Annuities, Life Insurance, Leadership, Investments, Employee Benefits, Mutual Funds, Financial Services, Retirement Planning, Sales, Disability Insurance, Term Life Insurance, Health Insurance, 401k, Sales Management, Team Building, Customer Service
Education
Temple University - Fox School of Business and Management 1995 — 2000
Bachelors, Finance and Marketing
Johnson and Wales University 1994 — 1995
Associates, Business Administration
Ritter Insurance Marketing October 2014 - Present
Independence Blue Cross October 2012 - October 2014
American Income Life June 2008 - August 2013
Vanguard June 1999 - July 2007
Skills
Insurance, Asset Allocation, CRM, Fixed Annuities, Life Insurance, Leadership, Investments, Employee Benefits, Mutual Funds, Financial Services, Retirement Planning, Sales, Disability Insurance, Term Life Insurance, Health Insurance, 401k, Sales Management, Team Building, Customer Service
Education
Temple University - Fox School of Business and Management 1995 — 2000
Bachelors, Finance and Marketing
Johnson and Wales University 1994 — 1995
Associates, Business Administration
Jag Maroju's Vanguard Experience November 2009 - Present
Job Confidential at Oracle
Industry Information Technology and Services
Experience
Oracle September 2014 - Present
Confidential December 2013 - Present
Vanguard November 2009 - Present
Nexxus Technnologies Inc January 2009 - Present
Bristol-Myers Squibb March 2009 - November 2009
Bristol Myer Squibb April 2008 - February 2009
Bank of America Securities February 2004 - February 2008
ICT Group January 2000 - February 2004
Butler International 2001 - 2004
DSQ Software 1998 - 1998
Skills
Integration, Siebel, Databases, OBIEE, EAI, Requirements Analysis, SDLC, Performance Tuning, Data Warehousing, Business Intelligence, Business Requirements, SOA, Testing, Enterprise Architecture, Solution Architecture, Data Modeling, ETL, Software Project..., IT Strategy, Supply Chain Management, JDE, JDA, Big Data, Hadoop, Oracle Service Cloud, Oracle Rightnow, Oracle Sales Cloud, CRM On Demand
Education
Jawaharlal Nehru Technological University
Bachelor's degree, Mechanical Engineering
Oracle September 2014 - Present
Confidential December 2013 - Present
Vanguard November 2009 - Present
Nexxus Technnologies Inc January 2009 - Present
Bristol-Myers Squibb March 2009 - November 2009
Bristol Myer Squibb April 2008 - February 2009
Bank of America Securities February 2004 - February 2008
ICT Group January 2000 - February 2004
Butler International 2001 - 2004
DSQ Software 1998 - 1998
Skills
Integration, Siebel, Databases, OBIEE, EAI, Requirements Analysis, SDLC, Performance Tuning, Data Warehousing, Business Intelligence, Business Requirements, SOA, Testing, Enterprise Architecture, Solution Architecture, Data Modeling, ETL, Software Project..., IT Strategy, Supply Chain Management, JDE, JDA, Big Data, Hadoop, Oracle Service Cloud, Oracle Rightnow, Oracle Sales Cloud, CRM On Demand
Education
Jawaharlal Nehru Technological University
Bachelor's degree, Mechanical Engineering
SantoshBharat Sode SantoshBharat Sode's Vanguard Experience June 2014 - Present
Job Senior Software Developer at Vanguard
Industry Higher Education
Experience
Vanguard June 2014 - Present
The Guardian Life Insurance Company of America July 2011 - June 2014
Thomson Reuters October 2010 - June 2011
Villanova University January 2009 - December 2010
Wipro Technologies June 2007 - December 2008
Skills
Unix, C++, JSP, MySQL, Windows, Unix Shell Scripting, Perl, C, Java, PL/SQL, Linux, SQL, Eclipse, Java Enterprise Edition, Servlets, Hibernate, Python, Matlab, Verilog, Core Java, Testing, SDLC
Education
Villanova 2009 — 2010
Masters; Master of Science, Computer Science; Computing Sciences
Jawaharlal Nehru Technological University 2003 — 2007
B.teck, ECE
Villanova University
Bachelor of Technology, Electronics and Communication
Vanguard June 2014 - Present
The Guardian Life Insurance Company of America July 2011 - June 2014
Thomson Reuters October 2010 - June 2011
Villanova University January 2009 - December 2010
Wipro Technologies June 2007 - December 2008
Skills
Unix, C++, JSP, MySQL, Windows, Unix Shell Scripting, Perl, C, Java, PL/SQL, Linux, SQL, Eclipse, Java Enterprise Edition, Servlets, Hibernate, Python, Matlab, Verilog, Core Java, Testing, SDLC
Education
Villanova 2009 — 2010
Masters; Master of Science, Computer Science; Computing Sciences
Jawaharlal Nehru Technological University 2003 — 2007
B.teck, ECE
Villanova University
Bachelor of Technology, Electronics and Communication
Michelle Maxey's Vanguard Experience October 2006 - June 2013
Job Manager Cash Management at LPL Financial
Industry Financial Services
Experience
LPL Financial July 2013 - Present
Vanguard October 2006 - June 2013
Leonard's Auction August 2004 - September 2006
RCW Peterson Associated, Inc. August 2003 - August 2005
University of Toledo August 1994 - May 2003
Skills
Mutual Funds, 401k, Fund Accounting, IRAs, PowerPoint, Microsoft Word, Fund Administration, Retirement, Series 63, Series 6, Leadership, Team Management, Team Building, Multi Tasking, Social Networking, Management, Fixed Annuities, Training, Strategic Planning, Customer Service, Finance, Recruiting, Employee Training, Coaching, Human Resources, Insurance, Payroll, Budgets, Marketing, Asset Allocation, Fundraising
Education
Kansas State University 1982 — 1987
Bachelor of Applied Science (BASc), Radio and Television
LPL Financial July 2013 - Present
Vanguard October 2006 - June 2013
Leonard's Auction August 2004 - September 2006
RCW Peterson Associated, Inc. August 2003 - August 2005
University of Toledo August 1994 - May 2003
Skills
Mutual Funds, 401k, Fund Accounting, IRAs, PowerPoint, Microsoft Word, Fund Administration, Retirement, Series 63, Series 6, Leadership, Team Management, Team Building, Multi Tasking, Social Networking, Management, Fixed Annuities, Training, Strategic Planning, Customer Service, Finance, Recruiting, Employee Training, Coaching, Human Resources, Insurance, Payroll, Budgets, Marketing, Asset Allocation, Fundraising
Education
Kansas State University 1982 — 1987
Bachelor of Applied Science (BASc), Radio and Television
Crystal Burrell's Vanguard Experience April 2015 - Present
Job at
Industry Financial Services
Experience
Vanguard April 2015 - Present
Vanguard June 2010 - Present
Vanguard October 2008 - Present
Wells Fargo July 2005 - August 2008
Skills
Series 7, Mutual Funds, Customer Service, Microsoft Office, Microsoft Excel, Leadership, Project Management, Financial Analysis, Investments, Strategic Planning, PowerPoint, Microsoft Word, Series 63, Financial Services, Finance, Securities, Equities, Process Improvement, Relationship Management, Bloomberg, Risk Management, Banking, Management
Education
Keller Graduate School of Management of DeVry University 2012 — 2014
Master of Business Administration (M.B.A.), Project Management
Lincoln University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Vanguard April 2015 - Present
Vanguard June 2010 - Present
Vanguard October 2008 - Present
Wells Fargo July 2005 - August 2008
Skills
Series 7, Mutual Funds, Customer Service, Microsoft Office, Microsoft Excel, Leadership, Project Management, Financial Analysis, Investments, Strategic Planning, PowerPoint, Microsoft Word, Series 63, Financial Services, Finance, Securities, Equities, Process Improvement, Relationship Management, Bloomberg, Risk Management, Banking, Management
Education
Keller Graduate School of Management of DeVry University 2012 — 2014
Master of Business Administration (M.B.A.), Project Management
Lincoln University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Jessica McHugh Jessica McHugh's Vanguard Experience June 2014 - Present
Job Investment Professional at Vanguard
Industry Financial Services
Experience
Vanguard June 2014 - Present
King's College August 2011 - May 2014
Metro Commercial Real Estate June 2013 - August 2013
Dick's Sporting Goods June 2011 - August 2012
Skills
Excellent knowledge of..., Dynamic, efficient..., Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office
Education
King's College 2010 — 2014
B.S., Business Administration with a Major in Finance; Minors in Accounting and Economics, Senior
Vanguard June 2014 - Present
King's College August 2011 - May 2014
Metro Commercial Real Estate June 2013 - August 2013
Dick's Sporting Goods June 2011 - August 2012
Skills
Excellent knowledge of..., Dynamic, efficient..., Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office
Education
King's College 2010 — 2014
B.S., Business Administration with a Major in Finance; Minors in Accounting and Economics, Senior
Alexandra Mazaleski's Vanguard Experience December 2013 - July 2014
Job Marketing Analyst
Industry Financial Services
Experience
JPMorgan Chase & Co. March 2015 - Present
Seeking Alpha July 2014 - January 2015
Vanguard December 2013 - July 2014
Vanguard June 2013 - November 2013
The Arc of Luzerne County May 2012 - August 2012
Au Pair in Rome, Italy July 2011 - August 2011
IES Abroad - Barcelona, Spain May 2011 - July 2011
Skills
Time Management, Leadership, Recruiting, Interviews, PowerPoint, Spanish, Project Planning, Public Speaking, Microsoft Office, Marketing, Microsoft Word, Event Planning, Fundraising, Microsoft Excel, Social Networking, Customer Service, Social Media Marketing, Advertising, Media, Media Buying, Salesforce.com
Education
King's College 2009 — 2013
Bachelor of Science (B.S.), International Business, Marketing, Poli. Sci. Minor, 3.9
Wyoming Valley West High School 2005 — 2009
JPMorgan Chase & Co. March 2015 - Present
Seeking Alpha July 2014 - January 2015
Vanguard December 2013 - July 2014
Vanguard June 2013 - November 2013
The Arc of Luzerne County May 2012 - August 2012
Au Pair in Rome, Italy July 2011 - August 2011
IES Abroad - Barcelona, Spain May 2011 - July 2011
Skills
Time Management, Leadership, Recruiting, Interviews, PowerPoint, Spanish, Project Planning, Public Speaking, Microsoft Office, Marketing, Microsoft Word, Event Planning, Fundraising, Microsoft Excel, Social Networking, Customer Service, Social Media Marketing, Advertising, Media, Media Buying, Salesforce.com
Education
King's College 2009 — 2013
Bachelor of Science (B.S.), International Business, Marketing, Poli. Sci. Minor, 3.9
Wyoming Valley West High School 2005 — 2009
Sharon Mathias's Vanguard Experience August 1997 - June 2010
Job Project Coordinator
Industry Nonprofit Organization Management
Experience
Non-Profit Organization July 2010 - Present
Vanguard August 1997 - June 2010
Skills
Non-profits, Microsoft Office, Nonprofits, Community Outreach, Program Management, PowerPoint, Project Management, Leadership Development
Education
Villanova University 1991 — 1995
Masters of Science, Counseling
James Madison University 1985 — 1989
Bachelor of Science
Non-Profit Organization July 2010 - Present
Vanguard August 1997 - June 2010
Skills
Non-profits, Microsoft Office, Nonprofits, Community Outreach, Program Management, PowerPoint, Project Management, Leadership Development
Education
Villanova University 1991 — 1995
Masters of Science, Counseling
James Madison University 1985 — 1989
Bachelor of Science
Eric Kotch Eric Kotch's Vanguard Experience June 2015 - Present
Job Lead Software Developer at Vanguard
Industry Computer Software
Experience
Vanguard June 2015 - Present
Vanguard June 2013 - May 2015
GUARD Insurance Group October 2011 - May 2013
Vanguard May 2012 - August 2012
Skills
Java, Programming, SQL, Eclipse, Agile Methodologies, Software Development, Android, XML, Object Oriented Design, AngularJS, Computer Science, Android Development, Mac OS X, Windows, Microsoft SQL Server, HTML
Education
King's College 2009 — 2013
Bachelor of Science (BS), Computer Science
Vanguard June 2015 - Present
Vanguard June 2013 - May 2015
GUARD Insurance Group October 2011 - May 2013
Vanguard May 2012 - August 2012
Skills
Java, Programming, SQL, Eclipse, Agile Methodologies, Software Development, Android, XML, Object Oriented Design, AngularJS, Computer Science, Android Development, Mac OS X, Windows, Microsoft SQL Server, HTML
Education
King's College 2009 — 2013
Bachelor of Science (BS), Computer Science
Brandon Yates, MBA Brandon Yates, MBA's Vanguard Experience January 2004 - October 2006
Job Project Management & Business Analysis
Industry Information Technology and Services
Experience
CSC - Computer Sciences Corporation June 2015 - Present
Avisae January 2015 - Present
Fisher Investments March 2013 - January 2015
Fidelity Investments October 2006 - March 2013
Vanguard January 2004 - October 2006
Skills
Relationship Management, Project Management, Analytical Skills, Organizational..., Collaborative Problem..., Time Management, Customer Service, Asset Allocation, Investment Strategies, Investments, Finance, Fixed Income, Retirement Planning, Securities, Financial Services, Mutual Funds, Series 7, Series 63, Series 6, Business Analysis
Education
Keller Graduate School of Management of DeVry University
MBA, Project Management
University of Utah 2000 — 2003
BS, Psychology
CSC - Computer Sciences Corporation June 2015 - Present
Avisae January 2015 - Present
Fisher Investments March 2013 - January 2015
Fidelity Investments October 2006 - March 2013
Vanguard January 2004 - October 2006
Skills
Relationship Management, Project Management, Analytical Skills, Organizational..., Collaborative Problem..., Time Management, Customer Service, Asset Allocation, Investment Strategies, Investments, Finance, Fixed Income, Retirement Planning, Securities, Financial Services, Mutual Funds, Series 7, Series 63, Series 6, Business Analysis
Education
Keller Graduate School of Management of DeVry University
MBA, Project Management
University of Utah 2000 — 2003
BS, Psychology
Perry Jones, MBA, QKA Perry Jones, MBA, QKA's Vanguard Experience October 2005 - September 2010
Job Compliance Coordinator II at Ascensus
Industry Financial Services
Experience
Ascensus February 2014 - Present
Jones Accounting and Tax Services September 2010 - February 2014
Mutual of Omaha March 2012 - September 2013
World Financial Group (WFG) 2013 - 2013
Vanguard October 2005 - September 2010
BISYS (now known as Ascensus) December 1998 - July 2005
Skills
Retirement, Access, Process Improvement, Customer Service, Real Estate, Non-profits, FINRA, Mutual Funds, 401k, Public Speaking, ERISA, Accounting, Defined Benefit, Insurance, AML, Strategic Financial..., Critical Illness, Universal Life, Term Life Insurance, Long Term Care Insurance, Disability Insurance, Whole Life, Group Insurance, Long-term Care, Fixed Annuities, Medicare, Retirement Planning, Life Insurance, Finance, Estate Planning, Health Insurance, Employee Benefits, Training, Nonprofits, Regulatory Compliance, Compliance Testing, Financial Planning
Education
Jones International University 2011 — 2013
Masters of Business Administration (MBA), Accounting, GPA 3.83
Temple University - Fox School of Business and Management 1990 — 2000
Bachelor of Business Administration (B.B.A.), Accounting, GPA 3.10
Roman Catholic
Ascensus February 2014 - Present
Jones Accounting and Tax Services September 2010 - February 2014
Mutual of Omaha March 2012 - September 2013
World Financial Group (WFG) 2013 - 2013
Vanguard October 2005 - September 2010
BISYS (now known as Ascensus) December 1998 - July 2005
Skills
Retirement, Access, Process Improvement, Customer Service, Real Estate, Non-profits, FINRA, Mutual Funds, 401k, Public Speaking, ERISA, Accounting, Defined Benefit, Insurance, AML, Strategic Financial..., Critical Illness, Universal Life, Term Life Insurance, Long Term Care Insurance, Disability Insurance, Whole Life, Group Insurance, Long-term Care, Fixed Annuities, Medicare, Retirement Planning, Life Insurance, Finance, Estate Planning, Health Insurance, Employee Benefits, Training, Nonprofits, Regulatory Compliance, Compliance Testing, Financial Planning
Education
Jones International University 2011 — 2013
Masters of Business Administration (MBA), Accounting, GPA 3.83
Temple University - Fox School of Business and Management 1990 — 2000
Bachelor of Business Administration (B.B.A.), Accounting, GPA 3.10
Roman Catholic
Shashi Chouhan's Vanguard Experience November 2009 - December 2010
Job Sr. Software Developer
Industry Computer Software
Experience
Cisco December 2012 - Present
Hewlett-Packard July 2012 - December 2012
Alert Enterprise December 2011 - June 2012
Yodlee May 2011 - December 2011
IPC Systems, Inc. December 2010 - May 2011
Vanguard November 2009 - December 2010
Gogo February 2009 - November 2009
Skills
HTML, HTML5, AngularJS, Web Services, RESTful WebServices, JSON, XML, Java, SQL, Servlets, Hibernate, Spring MVC, EJB, JSF, JSP, C, Adobe Flex, Adobe Flash, JavaScript, jQuery, Design Patterns, Data Structures, NodeJS, PostgreSQL, Socket Programming, Tomcat, Git, PHP, Matlab, Redis, Web Development, MongoDB
Education
National University 2007 — 2009
Master's Degree SanDiego, CA
Jawaharlal Nehru Technological University 2002 — 2006
Bachelor's Degree, Hyderabad, India
Cisco December 2012 - Present
Hewlett-Packard July 2012 - December 2012
Alert Enterprise December 2011 - June 2012
Yodlee May 2011 - December 2011
IPC Systems, Inc. December 2010 - May 2011
Vanguard November 2009 - December 2010
Gogo February 2009 - November 2009
Skills
HTML, HTML5, AngularJS, Web Services, RESTful WebServices, JSON, XML, Java, SQL, Servlets, Hibernate, Spring MVC, EJB, JSF, JSP, C, Adobe Flex, Adobe Flash, JavaScript, jQuery, Design Patterns, Data Structures, NodeJS, PostgreSQL, Socket Programming, Tomcat, Git, PHP, Matlab, Redis, Web Development, MongoDB
Education
National University 2007 — 2009
Master's Degree SanDiego, CA
Jawaharlal Nehru Technological University 2002 — 2006
Bachelor's Degree, Hyderabad, India
Rajesh Chandola's Vanguard Experience September 2012 - September 2015
Job Sr. Charles River System Analyst @ Matlen Silver
Industry Information Technology and Services
Experience
Vanguard September 2012 - September 2015
Bank of America Merrill Lynch April 2009 - September 2012
First Coast Service Options, Inc. February 2009 - April 2009
Merrill Lynch & Co., Inc March 2007 - January 2009
Aon Hewitt August 2005 - January 2007
Quark Software Inc. December 2004 - July 2005
Binary Semantics Ltd. January 2003 - November 2004
Skills
Testing, Test Planning, HP Quality Center, Regression Testing, Test Cases, Test Automation, System Testing, SDLC, Manual Testing, HP QTP
Education
Uttar Pradesh Technical University 2001 — 2003
Master's of Computer Application, Computer Science
DAV PG College 1997 — 2000
Bachelor's of Science, Physics, Chemistry and Mathematics
Kendriya Vidyalaya 1996 — 1997
Physics, Chemistry and Mathematics
Kendriya Vidyalaya 1994 — 1995
High School
Vanguard September 2012 - September 2015
Bank of America Merrill Lynch April 2009 - September 2012
First Coast Service Options, Inc. February 2009 - April 2009
Merrill Lynch & Co., Inc March 2007 - January 2009
Aon Hewitt August 2005 - January 2007
Quark Software Inc. December 2004 - July 2005
Binary Semantics Ltd. January 2003 - November 2004
Skills
Testing, Test Planning, HP Quality Center, Regression Testing, Test Cases, Test Automation, System Testing, SDLC, Manual Testing, HP QTP
Education
Uttar Pradesh Technical University 2001 — 2003
Master's of Computer Application, Computer Science
DAV PG College 1997 — 2000
Bachelor's of Science, Physics, Chemistry and Mathematics
Kendriya Vidyalaya 1996 — 1997
Physics, Chemistry and Mathematics
Kendriya Vidyalaya 1994 — 1995
High School
Tina Shao Tina Shao's Vanguard Experience February 2014 - July 2015
Job Fund Financial Associate at Vanguard
Industry Financial Services
Experience
Vanguard February 2014 - July 2015
China Industrial Bank November 2011 - February 2012
Skills
Mergers and Aquisitions, LBO, DCF Valuation, Comparable Analysis, Precedent Transactions, Equity Valuation, Leveraged Finance, Restructuring, Sensitivity Analysis, Monte Carlo Simulation, Regression Analysis
Education
Penn State University 2012 — 2013
Master of Finance, Finance, 3.92/4.00
Jilin University 2008 — 2012
Bachelor's degree, Finance, General
Vanguard February 2014 - July 2015
China Industrial Bank November 2011 - February 2012
Skills
Mergers and Aquisitions, LBO, DCF Valuation, Comparable Analysis, Precedent Transactions, Equity Valuation, Leveraged Finance, Restructuring, Sensitivity Analysis, Monte Carlo Simulation, Regression Analysis
Education
Penn State University 2012 — 2013
Master of Finance, Finance, 3.92/4.00
Jilin University 2008 — 2012
Bachelor's degree, 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
kathrine wall's Vanguard Experience November 2013 - March 2014
Job Software Client Leader IBM
Industry Information Technology and Services
Experience
IBM March 2014 - Present
Vanguard November 2013 - March 2014
The Vanguard Group May 2008 - November 2013
Vanguard August 2000 - May 2008
Vanguard July 1999 - August 2000
Robert Half February 1998 - July 1999
Robert Half December 1995 - February 1998
Robert Half September 1994 - December 1995
Skills
Business Analysis, Sales, Project Management, Retirement, Account Management, Retirement Planning, Team Leadership, Management, CRM, Leadership, Business Development, New Business Development, Training, Recruiting, Talent Management, Coaching, Program Management, Business Process..., Technology Integration, Technology Needs...
Education
James Madison University 1989 — 1993
BS, Social Science
Moses Brown School 1986 — 1989
HS Diploma
IBM March 2014 - Present
Vanguard November 2013 - March 2014
The Vanguard Group May 2008 - November 2013
Vanguard August 2000 - May 2008
Vanguard July 1999 - August 2000
Robert Half February 1998 - July 1999
Robert Half December 1995 - February 1998
Robert Half September 1994 - December 1995
Skills
Business Analysis, Sales, Project Management, Retirement, Account Management, Retirement Planning, Team Leadership, Management, CRM, Leadership, Business Development, New Business Development, Training, Recruiting, Talent Management, Coaching, Program Management, Business Process..., Technology Integration, Technology Needs...
Education
James Madison University 1989 — 1993
BS, Social Science
Moses Brown School 1986 — 1989
HS Diploma
Bradley A. Chandler, CFP®'s Vanguard Experience April 2011 - Present
Job Financial Advisor
Industry Financial Services
Experience
Vanguard April 2011 - Present
The Sports Network August 2009 - April 2011
New Era Tickets July 2009 - April 2011
Philadelphia 76ers May 2009 - August 2009
Millersville University Athletics August 2005 - May 2009
ESPN 1250 WOYK 2007 - 2008
ESPN 1600 WPDC 2007 - 2008
Skills
Client Services, Financial Management, Consultative Selling, Social Media Marketing, Marketing Strategy, Internal Communications, Public Relations, Data Management, Media Relations, Microsoft Office, Marketing, Leadership, PowerPoint, Selling, Managerial Finance, CRM
Education
La Salle University 2013 — 2017
Master of Business Administration (M.B.A.), Finance
Kaplan University 2014 — 2014
Accelerated CFP® Certification Course
Millersville University of Pennsylvania 2005 — 2009
Bachelors of Science, Communications; Broadcasting and Journalism
Vanguard April 2011 - Present
The Sports Network August 2009 - April 2011
New Era Tickets July 2009 - April 2011
Philadelphia 76ers May 2009 - August 2009
Millersville University Athletics August 2005 - May 2009
ESPN 1250 WOYK 2007 - 2008
ESPN 1600 WPDC 2007 - 2008
Skills
Client Services, Financial Management, Consultative Selling, Social Media Marketing, Marketing Strategy, Internal Communications, Public Relations, Data Management, Media Relations, Microsoft Office, Marketing, Leadership, PowerPoint, Selling, Managerial Finance, CRM
Education
La Salle University 2013 — 2017
Master of Business Administration (M.B.A.), Finance
Kaplan University 2014 — 2014
Accelerated CFP® Certification Course
Millersville University of Pennsylvania 2005 — 2009
Bachelors of Science, Communications; Broadcasting and Journalism
Bryce Pribyl CFP®'s Vanguard Experience July 2013 - Present
Job Senior Financial Advisor at Vanguard
Industry Financial Services
Experience
Vanguard July 2013 - Present
Vanguard September 2011 - July 2013
Morgan Stanley Smith Barney December 2010 - September 2011
Barrett Financial November 2007 - January 2010
Equifirst Corporation May 2006 - October 2007
Knight Transportation April 2004 - May 2006
Skills
Loans, Sales, Asset Management, Marketing, Mortgage Lending, Project Management, Customer Service, Customer Satisfaction, Underwriting, Investment Properties, Financial Services, Mutual Funds, Banking, Budgets, Credit, Equities, Finance, Financial Planning, Investments, Leadership, Loan Origination, Microsoft Office, Microsoft Word, Portfolio Management, Process Improvement, Salesforce.com, Spanish
Education
Arizona State University
Bachelor of Arts, Communication, General
Kaplan University 2012 — 2013
Certified Financial Planner TM, Financial Planning and Services
Vanguard July 2013 - Present
Vanguard September 2011 - July 2013
Morgan Stanley Smith Barney December 2010 - September 2011
Barrett Financial November 2007 - January 2010
Equifirst Corporation May 2006 - October 2007
Knight Transportation April 2004 - May 2006
Skills
Loans, Sales, Asset Management, Marketing, Mortgage Lending, Project Management, Customer Service, Customer Satisfaction, Underwriting, Investment Properties, Financial Services, Mutual Funds, Banking, Budgets, Credit, Equities, Finance, Financial Planning, Investments, Leadership, Loan Origination, Microsoft Office, Microsoft Word, Portfolio Management, Process Improvement, Salesforce.com, Spanish
Education
Arizona State University
Bachelor of Arts, Communication, General
Kaplan University 2012 — 2013
Certified Financial Planner TM, Financial Planning and Services
Matthew Kotch Matthew Kotch's Vanguard Experience March 2015 - Present
Job Fund Financial Analyst at Vanguard
Industry Financial Services
Experience
Vanguard March 2015 - Present
Vanguard August 2012 - February 2015
Vanguard June 2011 - July 2012
Skills
Microsoft Access, Microsoft Excel, Microsoft Word, Leadership, Professional Writing, Smartstream TLM, Coaching, Recruiting, Financial Planning
Education
Saint Joseph's University 2012 — 2015
Master of Business Administration (M.B.A.), Finance, 3.81 Cumulative GPA
King's College 2007 — 2011
Bachelor's Degree, Dual Majors in Finance and Economics, 3.99 Cumulative GPA
Vanguard March 2015 - Present
Vanguard August 2012 - February 2015
Vanguard June 2011 - July 2012
Skills
Microsoft Access, Microsoft Excel, Microsoft Word, Leadership, Professional Writing, Smartstream TLM, Coaching, Recruiting, Financial Planning
Education
Saint Joseph's University 2012 — 2015
Master of Business Administration (M.B.A.), Finance, 3.81 Cumulative GPA
King's College 2007 — 2011
Bachelor's Degree, Dual Majors in Finance and Economics, 3.99 Cumulative GPA
Jennifer Ritsick-Hart Jennifer Ritsick-Hart's Vanguard Experience January 2014 - Present
Job Competitive Intelligence
Industry Financial Services
Experience
Vanguard January 2014 - Present
Vanguard December 2007 - January 2014
Vanguard January 2005 - December 2007
Community Counseling Services June 2004 - August 2004
Wilkes-Barre Area School District August 2003 - June 2004
Skills
Marketing Communications, Microsoft Office..., Social Media, Research, CRM, Data Analysis, Financial Services, Foreign Languages, English, Public Speaking, Training, Microsoft Office, Social Networking, Microsoft Excel, Leadership Development, Investments, Facebook, Mutual Funds, Editing, Series 63, Teaching
Education
King's College 1999 — 2003
Bachelor of Arts, English • Bachelor of Arts French • Minor in Secondary Education
Vanguard January 2014 - Present
Vanguard December 2007 - January 2014
Vanguard January 2005 - December 2007
Community Counseling Services June 2004 - August 2004
Wilkes-Barre Area School District August 2003 - June 2004
Skills
Marketing Communications, Microsoft Office..., Social Media, Research, CRM, Data Analysis, Financial Services, Foreign Languages, English, Public Speaking, Training, Microsoft Office, Social Networking, Microsoft Excel, Leadership Development, Investments, Facebook, Mutual Funds, Editing, Series 63, Teaching
Education
King's College 1999 — 2003
Bachelor of Arts, English • Bachelor of Arts French • Minor in Secondary Education
Tonya Walker Tonya Walker's Vanguard Experience August 2014 - May 2015
Job CLIENTfocused, SERVICEoriented, RESULTsdriven, SALEsachiever impacting the definition of QUALITY!
Industry Financial Services
Experience
TIAA-CREF May 2015 - Present
Vanguard August 2014 - May 2015
H&R Block November 2002 - April 2015
First Citizens Bank July 2012 - July 2014
HarborOne Bank November 2003 - June 2011
Skills
Customer Service, Sales, Finance, Outlook, Microsoft Excel, Training, Leadership, Time Management, Accounting, Microsoft Word, Social Networking, Data Entry, People Skills, Community Development, Leadership Development, Payroll, Marketing Strategy, Customer Satisfaction, Analytical Skills, Strategic Negotiations, Communication Skills, Computer Proficiency, New Business Development, Negotiation, Banking, QuickBooks, Financial Services, Team Building, Coaching, CRM
Education
Keller Graduate School of Management of DeVry University 2013 — 2015
Master's degree, Accounting and Financial Management
New England College of Business and Finance
Bachelor of Science (B.S.), Accounting and Finance
TIAA-CREF May 2015 - Present
Vanguard August 2014 - May 2015
H&R Block November 2002 - April 2015
First Citizens Bank July 2012 - July 2014
HarborOne Bank November 2003 - June 2011
Skills
Customer Service, Sales, Finance, Outlook, Microsoft Excel, Training, Leadership, Time Management, Accounting, Microsoft Word, Social Networking, Data Entry, People Skills, Community Development, Leadership Development, Payroll, Marketing Strategy, Customer Satisfaction, Analytical Skills, Strategic Negotiations, Communication Skills, Computer Proficiency, New Business Development, Negotiation, Banking, QuickBooks, Financial Services, Team Building, Coaching, CRM
Education
Keller Graduate School of Management of DeVry University 2013 — 2015
Master's degree, Accounting and Financial Management
New England College of Business and Finance
Bachelor of Science (B.S.), Accounting and Finance
MADHAVI Moravaneni MADHAVI Moravaneni's Vanguard Experience January 2010 - September 2011
Job Technical Analyst at TIAACREF
Industry Information Technology and Services
Experience
TIAA-CREF October 2011 - Present
Vanguard January 2010 - September 2011
Cognizant Technology Solutions February 2007 - December 2009
Skills
DataStage, DB2 9.1, Oracle 10g, Unix Shell Scripting, Control M, Informatica, Autosys, Oracle, SDLC, SQL, Requirements Analysis, Unix, Data Warehousing, Agile Methodologies
Education
Jawaharlal Nehru Technological University
TIAA-CREF October 2011 - Present
Vanguard January 2010 - September 2011
Cognizant Technology Solutions February 2007 - December 2009
Skills
DataStage, DB2 9.1, Oracle 10g, Unix Shell Scripting, Control M, Informatica, Autosys, Oracle, SDLC, SQL, Requirements Analysis, Unix, Data Warehousing, Agile Methodologies
Education
Jawaharlal Nehru Technological University
Nick Covyeau Nick Covyeau's Vanguard Experience September 2014 - Present
Job Investment Professional at Vanguard
Industry Financial Services
Experience
Vanguard September 2014 - Present
Eclectic Associates, Inc. September 2013 - January 2014
Eclectic Associates, Inc. April 2013 - August 2013
Wholesale Capital Corporation May 2012 - August 2012
Skills
Customer Service, Facebook, Google Docs, Social Networking, PowerPoint, Microsoft Excel, Organization, Microsoft Word, Microsoft Office, Leadership, Public Speaking, Management, Time Management, Sales, Finance
Education
Kaplan University 2015 — 2016
Certified Financial Planner Credential Program, Financial Planning and Services
Biola University 2011 — 2012
Bachelor of Business Administration (BBA), Management
Vanguard September 2014 - Present
Eclectic Associates, Inc. September 2013 - January 2014
Eclectic Associates, Inc. April 2013 - August 2013
Wholesale Capital Corporation May 2012 - August 2012
Skills
Customer Service, Facebook, Google Docs, Social Networking, PowerPoint, Microsoft Excel, Organization, Microsoft Word, Microsoft Office, Leadership, Public Speaking, Management, Time Management, Sales, Finance
Education
Kaplan University 2015 — 2016
Certified Financial Planner Credential Program, Financial Planning and Services
Biola University 2011 — 2012
Bachelor of Business Administration (BBA), Management
Lindsey Hatfield's Vanguard Experience October 2014 - Present
Job Trader at Vanguard
Industry Financial Services
Experience
Vanguard October 2014 - Present
Vanguard May 2012 - Present
Vanguard November 2010 - May 2012
Hatfield Capital Management May 2007 - August 2009
Hatfield Group LLC December 2008 - January 2009
Skills
Portfolio Management, NPV, Customer Relations, Inventory Management, Series 7, Series 63
Education
James Madison University 2006 — 2010
BBA, Finance and European Business
Vanguard October 2014 - Present
Vanguard May 2012 - Present
Vanguard November 2010 - May 2012
Hatfield Capital Management May 2007 - August 2009
Hatfield Group LLC December 2008 - January 2009
Skills
Portfolio Management, NPV, Customer Relations, Inventory Management, Series 7, Series 63
Education
James Madison University 2006 — 2010
BBA, Finance and European Business
Teddy Wilson's Vanguard Experience September 2014 - Present
Job Vanguard
Industry Financial Services
Experience
Vanguard September 2014 - Present
Good Wealth Management September 2013 - May 2014
James Madison University August 2012 - May 2014
Fox Chapel Ski and Board September 2007 - January 2014
Allegheny Valley Bank June 2013 - August 2013
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Public Speaking, Research, Social Media, Teamwork, Event Planning, Photoshop, Financial Analysis, Leadership, Facebook, Sales, Marketing, Access, Data Analysis, Time Management
Education
James Madison University - College of Business 2010 — 2014
Bachelor of Business Administration (BBA), Financial Analysis
Vanguard September 2014 - Present
Good Wealth Management September 2013 - May 2014
James Madison University August 2012 - May 2014
Fox Chapel Ski and Board September 2007 - January 2014
Allegheny Valley Bank June 2013 - August 2013
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Public Speaking, Research, Social Media, Teamwork, Event Planning, Photoshop, Financial Analysis, Leadership, Facebook, Sales, Marketing, Access, Data Analysis, Time Management
Education
James Madison University - College of Business 2010 — 2014
Bachelor of Business Administration (BBA), Financial Analysis
Robyn Pineno Robyn Pineno's Vanguard Experience May 2014 - Present
Job Senior Project Manager at Vanguard
Industry Financial Services
Experience
Vanguard May 2014 - Present
The Vanguard Group December 2000 - April 2014
Skills
Process Engineering, Software Project..., Vendor Management, SDLC, Requirements Analysis, Project Management, Business Analysis, Requirements Gathering, Process Improvement, Agile Project Management, SharePoint, Financial Services, Visio
Education
Kent State University
Bachelor of Arts (B.A.), Communication and Media Studies / Honor's College, Cum Laude
Chubb
Technical Certificate, Client Server
Vanguard May 2014 - Present
The Vanguard Group December 2000 - April 2014
Skills
Process Engineering, Software Project..., Vendor Management, SDLC, Requirements Analysis, Project Management, Business Analysis, Requirements Gathering, Process Improvement, Agile Project Management, SharePoint, Financial Services, Visio
Education
Kent State University
Bachelor of Arts (B.A.), Communication and Media Studies / Honor's College, Cum Laude
Chubb
Technical Certificate, Client Server
Gary W Stark's Vanguard Experience July 2014 - Present
Job Investment Consultant at Vanguard
Industry Financial Services
Experience
Vanguard July 2014 - Present
Vanguard July 2013 - July 2014
Carrabba's Italian Grill June 2010 - June 2013
William Paterson University February 2012 - May 2013
Fulton Financial Corporation December 2011 - May 2013
Skills
Strategic Financial..., Retirement Planning, Portfolio Management, Investments, Sales, Time Management, Series 7, Series 63, 401k, Customer Service, Finance, Management, Personal Finance, Wealth Management, Financial Planning, Microsoft Office
Education
Kaplan University 2015 — 2015
Advanced Designation, Certified Financial Planner (tm)
William Paterson University 2009 — 2013
Bachelor of Science, Business Administration; Finance, 3.66
Union County College 2007 — 2009
Associate of Arts and Sciences (A.A.S.), Architecture, 3.49
Vanguard July 2014 - Present
Vanguard July 2013 - July 2014
Carrabba's Italian Grill June 2010 - June 2013
William Paterson University February 2012 - May 2013
Fulton Financial Corporation December 2011 - May 2013
Skills
Strategic Financial..., Retirement Planning, Portfolio Management, Investments, Sales, Time Management, Series 7, Series 63, 401k, Customer Service, Finance, Management, Personal Finance, Wealth Management, Financial Planning, Microsoft Office
Education
Kaplan University 2015 — 2015
Advanced Designation, Certified Financial Planner (tm)
William Paterson University 2009 — 2013
Bachelor of Science, Business Administration; Finance, 3.66
Union County College 2007 — 2009
Associate of Arts and Sciences (A.A.S.), Architecture, 3.49
Brendan Novotny's Vanguard Experience September 2014 - Present
Job Senior Risk Analyst Vanguard
Industry Financial Services
Experience
Vanguard September 2014 - Present
Vanguard October 2011 - Present
Vanguard June 2010 - October 2011
Our Endless Summer June 2009 - July 2010
Physiotherapy Associates May 2008 - February 2009
Skills
Risk Management, Auditing, Mutual Funds, Finance, Access, Analysis, Management, Equities, Fixed Income, Microsoft Excel, Accounting, PowerPoint, Portfolio Management, Microsoft Office, Public Speaking, Financial Statements, Microsoft Word, Financial Analysis, Mergers, Derivatives, Banking, Investments
Education
Villanova University 2013 — 2016
Master of Business Administration (MBA)
King's College 2006 — 2010
BS, Finance, Economics
Vanguard September 2014 - Present
Vanguard October 2011 - Present
Vanguard June 2010 - October 2011
Our Endless Summer June 2009 - July 2010
Physiotherapy Associates May 2008 - February 2009
Skills
Risk Management, Auditing, Mutual Funds, Finance, Access, Analysis, Management, Equities, Fixed Income, Microsoft Excel, Accounting, PowerPoint, Portfolio Management, Microsoft Office, Public Speaking, Financial Statements, Microsoft Word, Financial Analysis, Mergers, Derivatives, Banking, Investments
Education
Villanova University 2013 — 2016
Master of Business Administration (MBA)
King's College 2006 — 2010
BS, Finance, Economics
Jake Riley, CFA Jake Riley, CFA's Vanguard Experience December 2011 - Present
Job Fixed Income Trader at Vanguard
Industry Investment Management
Experience
Vanguard December 2011 - Present
Vanguard August 2009 - December 2011
Vanguard Investments Australia August 2011 - September 2011
Vanguard March 2009 - August 2009
Vanguard June 2008 - March 2009
A.G. Edwards & Sons, Inc. June 2007 - August 2007
Skills
VBA, Fixed Income, Finance, Investments, Mutual Funds
Education
James Madison University 2004 — 2008
B.S, Quantitative Finance and Mathematics
Vanguard December 2011 - Present
Vanguard August 2009 - December 2011
Vanguard Investments Australia August 2011 - September 2011
Vanguard March 2009 - August 2009
Vanguard June 2008 - March 2009
A.G. Edwards & Sons, Inc. June 2007 - August 2007
Skills
VBA, Fixed Income, Finance, Investments, Mutual Funds
Education
James Madison University 2004 — 2008
B.S, Quantitative Finance and Mathematics
Jason Platzman Jason Platzman's Vanguard Experience March 2009 - July 2010
Job Advisory Senior Associate at KPMG
Industry Financial Services
Experience
KPMG October 2014 - Present
KPMG October 2013 - September 2014
Financial Industry Regulatory Authority June 2012 - September 2013
George Washington University August 2010 - May 2012
Capitol Partners, LLC September 2011 - December 2011
Charles Schwab June 2011 - August 2011
Vanguard March 2009 - July 2010
Vanguard January 2008 - March 2009
Northern Arizona University January 2007 - May 2007
Skills
Fixed Income, Bloomberg, Financial Markets, Equities, Microsoft Excel, Capital Markets, Investments, Microsoft Office, Bonds, Securities, PowerPoint, Risk Management, Analysis, Trading, Private Equity, Budgeting, Bloomberg Terminal, Series 7, Economics, Series 63, Asset Allocation, Project Management, Competitive Analysis, Financial Risk, Financial Modeling, Lotus Notes, Thomson One, Windows, Mac, Administration, PeopleSoft, Adobe Acrobat, Scheduling, Research Project..., Multimedia Project..., Teamwork, Time Management, Client Service, Microsoft Word, AML, Fraud, Finance, Investigation, Due Diligence, Anti Money Laundering, Budgets, Client Services
Education
The George Washington University - School of Business 2010 — 2012
MBA, International Finance
Northern Arizona University 2003 — 2007
BSBA, Finance
Northern Arizona University 2003 — 2007
BS, Electronic Media & Film
Högskolan i Jönköping 2006 — 2006
International Business
KPMG October 2014 - Present
KPMG October 2013 - September 2014
Financial Industry Regulatory Authority June 2012 - September 2013
George Washington University August 2010 - May 2012
Capitol Partners, LLC September 2011 - December 2011
Charles Schwab June 2011 - August 2011
Vanguard March 2009 - July 2010
Vanguard January 2008 - March 2009
Northern Arizona University January 2007 - May 2007
Skills
Fixed Income, Bloomberg, Financial Markets, Equities, Microsoft Excel, Capital Markets, Investments, Microsoft Office, Bonds, Securities, PowerPoint, Risk Management, Analysis, Trading, Private Equity, Budgeting, Bloomberg Terminal, Series 7, Economics, Series 63, Asset Allocation, Project Management, Competitive Analysis, Financial Risk, Financial Modeling, Lotus Notes, Thomson One, Windows, Mac, Administration, PeopleSoft, Adobe Acrobat, Scheduling, Research Project..., Multimedia Project..., Teamwork, Time Management, Client Service, Microsoft Word, AML, Fraud, Finance, Investigation, Due Diligence, Anti Money Laundering, Budgets, Client Services
Education
The George Washington University - School of Business 2010 — 2012
MBA, International Finance
Northern Arizona University 2003 — 2007
BSBA, Finance
Northern Arizona University 2003 — 2007
BS, Electronic Media & Film
Högskolan i Jönköping 2006 — 2006
International Business
Tom Ujszaszy Tom Ujszaszy's Vanguard Experience May 2014 - November 2014
Job Multimedia Developer
Industry Information Technology and Services
Experience
Aerotek placed at JP Morgan Chase May 2015 - Present
ifm efector, Inc. January 2015 - May 2015
Vanguard May 2014 - November 2014
Intraprise Solutions, Inc. March 2010 - September 2013
Skills
Process Improvement, Requirements Analysis, Integration, Program Management, Change Management, Troubleshooting, Project Management, SDLC, Cross-functional Team..., Vendor Management
Education
Juniata College 1973 — 1976
Aerotek placed at JP Morgan Chase May 2015 - Present
ifm efector, Inc. January 2015 - May 2015
Vanguard May 2014 - November 2014
Intraprise Solutions, Inc. March 2010 - September 2013
Skills
Process Improvement, Requirements Analysis, Integration, Program Management, Change Management, Troubleshooting, Project Management, SDLC, Cross-functional Team..., Vendor Management
Education
Juniata College 1973 — 1976
Matthew Atkinson, MBA, CFP®'s Vanguard Experience May 2014 - Present
Job Financial Advisor at Vanguard
Industry Financial Services
Experience
Vanguard May 2014 - Present
Vanguard October 2013 - May 2014
Vanguard June 2011 - November 2013
Morgan Stanley Smith Barney March 2010 - May 2011
S.L. Nusbaum Realty Co. June 2007 - February 2010
Case & Associates Properties, Inc. June 2005 - May 2007
Agora Church June 2005 - May 2007
COR Fitness & Tanning January 2005 - July 2005
Skills
Client Relationship..., Wealth Management, Asset Allocation, Financial Reporting, Financial Advisory, Strategic Leadership, Internal Audit, Teamwork, Self Starter, Problem Solving, CRM, Strategic Financial..., Sales, Finance, Management, Entrepreneurship, Contract Negotiation, Auditing, Retirement Planning, Program Management, Marketing, Portfolio Management, Leadership, Operations Management, Risk Management, Asset Management, Mutual Funds, Due Diligence, Estate Planning, Financial Accounting, Financial Risk, Valuation, Financial Planning
Education
Regent University 2008 — 2010
MBA, Global Business Management & Leadership
University of Tulsa 2002 — 2004
B.S, Exercise and Sports Science
John Brown University 2000 — 2002
Vanguard May 2014 - Present
Vanguard October 2013 - May 2014
Vanguard June 2011 - November 2013
Morgan Stanley Smith Barney March 2010 - May 2011
S.L. Nusbaum Realty Co. June 2007 - February 2010
Case & Associates Properties, Inc. June 2005 - May 2007
Agora Church June 2005 - May 2007
COR Fitness & Tanning January 2005 - July 2005
Skills
Client Relationship..., Wealth Management, Asset Allocation, Financial Reporting, Financial Advisory, Strategic Leadership, Internal Audit, Teamwork, Self Starter, Problem Solving, CRM, Strategic Financial..., Sales, Finance, Management, Entrepreneurship, Contract Negotiation, Auditing, Retirement Planning, Program Management, Marketing, Portfolio Management, Leadership, Operations Management, Risk Management, Asset Management, Mutual Funds, Due Diligence, Estate Planning, Financial Accounting, Financial Risk, Valuation, Financial Planning
Education
Regent University 2008 — 2010
MBA, Global Business Management & Leadership
University of Tulsa 2002 — 2004
B.S, Exercise and Sports Science
John Brown University 2000 — 2002
Chase La Vine Chase La Vine's Vanguard Experience August 2015 - Present
Job Client Relationship Specialist at Vanguard
Industry Financial Services
Experience
Vanguard August 2015 - Present
Wealth Management June 2014 - Present
Acrobat Outsourcing August 2013 - January 2014
JSB Development June 2013 - August 2013
The Home Depot February 2011 - June 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Sales, Leadership, Market Research
Education
San Diego State University-California State University 2011 — 2015
Finance and Management
John Cabot University 2014 — 2014
International Finance
Vanguard August 2015 - Present
Wealth Management June 2014 - Present
Acrobat Outsourcing August 2013 - January 2014
JSB Development June 2013 - August 2013
The Home Depot February 2011 - June 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Sales, Leadership, Market Research
Education
San Diego State University-California State University 2011 — 2015
Finance and Management
John Cabot University 2014 — 2014
International Finance
Kamlesh Vikram Singh's Vanguard Experience March 2005 - March 2006
Job Digital Transformation Evangelist
Industry Information Technology and Services
Experience
Happiest Minds Technologies March 2013 - Present
Quinnox Inc. August 2011 - March 2013
MGL Americas Inc. July 2006 - August 2011
Banyan Software Solutions March 2006 - July 2006
Vanguard March 2005 - March 2006
Skills
Competitive Analysis, Business Development, Marketing Strategy, Relationship Management, Negotiation, Sales, Enterprise Software, Strategic Initiatives, New Business Development, Team Management, Business Intelligence, Outsourcing, Team Leadership, Cloud Computing, SaaS, Solution Selling, Pre-sales, Team Building, Strategic Alliances, Key Account Management, Consulting, Product Management, Sales Management, B2B, Cross-functional Team..., Salesforce.com, Professional Services, Strategy, Channel Partners, Selling, Product Marketing, Business Planning, Start-ups, Strategic Partnerships, Sales Operations, Go-to-market Strategy, CRM, Mobile Devices, Sourcing, International Sales, Business Alliances, Managed Services, Sales Process, Vendor Management, Lead Generation, IT Service Management, Marketing
Education
Sam Higginbotom Institute of Technology & Science (AAI-DU) 2001 — 2005
Bachelor of Technology
Central School (Kendriya Vidyalaya)
High School
Happiest Minds Technologies March 2013 - Present
Quinnox Inc. August 2011 - March 2013
MGL Americas Inc. July 2006 - August 2011
Banyan Software Solutions March 2006 - July 2006
Vanguard March 2005 - March 2006
Skills
Competitive Analysis, Business Development, Marketing Strategy, Relationship Management, Negotiation, Sales, Enterprise Software, Strategic Initiatives, New Business Development, Team Management, Business Intelligence, Outsourcing, Team Leadership, Cloud Computing, SaaS, Solution Selling, Pre-sales, Team Building, Strategic Alliances, Key Account Management, Consulting, Product Management, Sales Management, B2B, Cross-functional Team..., Salesforce.com, Professional Services, Strategy, Channel Partners, Selling, Product Marketing, Business Planning, Start-ups, Strategic Partnerships, Sales Operations, Go-to-market Strategy, CRM, Mobile Devices, Sourcing, International Sales, Business Alliances, Managed Services, Sales Process, Vendor Management, Lead Generation, IT Service Management, Marketing
Education
Sam Higginbotom Institute of Technology & Science (AAI-DU) 2001 — 2005
Bachelor of Technology
Central School (Kendriya Vidyalaya)
High School
Rebecca Pugliese Rebecca Pugliese's Vanguard Experience July 2006 - March 2011
Job Information Architect and User Experience Professional
Industry Information Technology and Services
Experience
Penn State University March 2011 - Present
Sun Lab Media June 2011 - February 2013
Vanguard July 2006 - March 2011
Vanguard July 2006 - July 2008
Penn State University October 2001 - July 2006
Juniata College September 2002 - May 2006
Pennsylvania Department of State, Bureau of Charitable Organizations May 2005 - July 2005
Skills
Information Architecture, User-centered Design, User Experience, Design Strategy, Usability Testing, User Research, Agile Methodologies, Usability, Wireframes, User Interface, Dreamweaver, Card Sorting, Responsive Design, Responsive Strategy, Axure, Cross-channel..., Agile, HTML, User Interface Design, Interaction Design, Front-end, Graphic Design, Usability Engineering, Human Computer..., Illustrator, Information Design
Education
Juniata College 2002 — 2006
B.S., Information Technology, Criminal Justice, concentration in Human Computer Interaction
Penn State University March 2011 - Present
Sun Lab Media June 2011 - February 2013
Vanguard July 2006 - March 2011
Vanguard July 2006 - July 2008
Penn State University October 2001 - July 2006
Juniata College September 2002 - May 2006
Pennsylvania Department of State, Bureau of Charitable Organizations May 2005 - July 2005
Skills
Information Architecture, User-centered Design, User Experience, Design Strategy, Usability Testing, User Research, Agile Methodologies, Usability, Wireframes, User Interface, Dreamweaver, Card Sorting, Responsive Design, Responsive Strategy, Axure, Cross-channel..., Agile, HTML, User Interface Design, Interaction Design, Front-end, Graphic Design, Usability Engineering, Human Computer..., Illustrator, Information Design
Education
Juniata College 2002 — 2006
B.S., Information Technology, Criminal Justice, concentration in Human Computer Interaction
Jon Winningham Jon Winningham's Vanguard Experience July 2010 - Present
Job Business Development Group Vanguard
Industry Financial Services
Experience
Vanguard July 2010 - Present
Winningham November 2008 - June 2010
American Century Investments March 2007 - November 2008
American Century Investments March 2005 - March 2007
DST Systems August 2001 - March 2005
DST Systems January 2001 - January 2005
Scudder Funds January 2001 - January 2003
SCOTTRADE (Scottsdale Securities) January 2000 - January 2001
Skills
Series 63, Mutual Funds, Series 7
Education
Rockhurst University 2003 — 2006
MBA, International Marketing & Business Management
Rockhurst UniversityKansas 1999 — 2006
MASTER, BUSINESS ADMINISTRATION
Rockhurst UniversityKansas 1999 — 2006
BACHELOR OF ARTS, ECONOMICS
Rockhurst University 1999 — 2001
BA, Economics
Johnson County Community College 1997 — 1999
AA, Business and Arts
Johnson County Community College
ASSOCIATE OF ARTS
Vanguard July 2010 - Present
Winningham November 2008 - June 2010
American Century Investments March 2007 - November 2008
American Century Investments March 2005 - March 2007
DST Systems August 2001 - March 2005
DST Systems January 2001 - January 2005
Scudder Funds January 2001 - January 2003
SCOTTRADE (Scottsdale Securities) January 2000 - January 2001
Skills
Series 63, Mutual Funds, Series 7
Education
Rockhurst University 2003 — 2006
MBA, International Marketing & Business Management
Rockhurst UniversityKansas 1999 — 2006
MASTER, BUSINESS ADMINISTRATION
Rockhurst UniversityKansas 1999 — 2006
BACHELOR OF ARTS, ECONOMICS
Rockhurst University 1999 — 2001
BA, Economics
Johnson County Community College 1997 — 1999
AA, Business and Arts
Johnson County Community College
ASSOCIATE OF ARTS
Molly Saum's Vanguard Experience April 2015 - Present
Job Advice Technology Administrator at Vanguard
Industry Financial Services
Experience
Vanguard April 2015 - Present
Vanguard November 2010 - April 2015
Vanguard February 2008 - November 2010
Vanguard September 2007 - February 2008
Skills
Process Improvement, Investments, Business Analysis, Financial Services, Analysis, Relationship Management, Portfolio Management, System Testing
Education
John Carroll University 2002 — 2006
Bachelor’s Degree
Vanguard April 2015 - Present
Vanguard November 2010 - April 2015
Vanguard February 2008 - November 2010
Vanguard September 2007 - February 2008
Skills
Process Improvement, Investments, Business Analysis, Financial Services, Analysis, Relationship Management, Portfolio Management, System Testing
Education
John Carroll University 2002 — 2006
Bachelor’s Degree
Sruthi Tummala's Vanguard Experience 2017 — Present
Job Sr. Business Analyst at Shire Pharmaceuticals
Industry Information Technology and Services
Experience
Shire Pharmaceuticals September 2014 — Present
Regeneron Pharmaceuticals August 2011 — April 2014
Parametric Technology Corporation 2010 — 2011
Horizon Blue Cross Blue Shield of New Jersey 2008 — 2010
Vanguard 2017 — Present
Skills
Visio, Crystal Reports, Business Intelligence, Brio Query, Microsoft Office, Documentation, Access, SQL, Brio, Saba, OBIEE, Siebel, Testing, Requirements Analysis, Data Analysis, Learning Management..., Gap Analysis, Regulatory Requirements, Business Relationship..., SDLC, ITIL, Functional..., Technical Documentation, User Requirements
Education
Kean University 2003 — 2007
BS, Business Management
Shire Pharmaceuticals September 2014 — Present
Regeneron Pharmaceuticals August 2011 — April 2014
Parametric Technology Corporation 2010 — 2011
Horizon Blue Cross Blue Shield of New Jersey 2008 — 2010
Vanguard 2017 — Present
Skills
Visio, Crystal Reports, Business Intelligence, Brio Query, Microsoft Office, Documentation, Access, SQL, Brio, Saba, OBIEE, Siebel, Testing, Requirements Analysis, Data Analysis, Learning Management..., Gap Analysis, Regulatory Requirements, Business Relationship..., SDLC, ITIL, Functional..., Technical Documentation, User Requirements
Education
Kean University 2003 — 2007
BS, Business Management
Chris Kirkman's Vanguard Experience 2004 - 2005
Job Director of Project Finance at True Green Capital Management LLC
Industry Investment Banking
Experience
True Green Capital Management LLC 2014 - Present
WestLB Securities 2010 - 2014
Deutsche Bank 2006 - 2010
WestLB Securities 2005 - 2006
Vanguard 2004 - 2005
McKinsey & Company 2002 - 2004
Skills
Project Finance, Investment Banking, Structured Finance, Syndications, Financial Structuring, Capital Markets, Private Equity, Financial Modeling, Leveraged Finance, Corporate Finance, Securitization, Valuation, Credit Analysis, Bonds, Equities, Loan Origination, LBO, Portfolio Management, Forecasting, Writing, Editing, M&A, Corporate FP&A, Visual Basic, Negotiation, Due Diligence, Financial Research, Mergers, Whitewater Kayaking, Mergers & Acquisitions, Banking, Investor Relations, Strategy
Education
Yale University - Yale School of Management
Master of Business Administration (MBA)
Kenyon College
Bachelor of Arts (BA), English
True Green Capital Management LLC 2014 - Present
WestLB Securities 2010 - 2014
Deutsche Bank 2006 - 2010
WestLB Securities 2005 - 2006
Vanguard 2004 - 2005
McKinsey & Company 2002 - 2004
Skills
Project Finance, Investment Banking, Structured Finance, Syndications, Financial Structuring, Capital Markets, Private Equity, Financial Modeling, Leveraged Finance, Corporate Finance, Securitization, Valuation, Credit Analysis, Bonds, Equities, Loan Origination, LBO, Portfolio Management, Forecasting, Writing, Editing, M&A, Corporate FP&A, Visual Basic, Negotiation, Due Diligence, Financial Research, Mergers, Whitewater Kayaking, Mergers & Acquisitions, Banking, Investor Relations, Strategy
Education
Yale University - Yale School of Management
Master of Business Administration (MBA)
Kenyon College
Bachelor of Arts (BA), English
Stacey Mitsinicos's Vanguard Experience October 2013 - Present
Job Marketing Manager at Vanguard
Industry Financial Services
Experience
Vanguard October 2013 - Present
Vanguard July 2010 - October 2013
Vanguard January 2007 - July 2010
Vanguard September 2004 - January 2007
Delaware Investments May 2004 - September 2004
Delaware Investments, a member of the Macquarie Group March 1998 - April 2004
Skills
Data Analysis, Relationship Management, Retirement, Management
Education
Juniata College 1991 — 1995
Bachelor of Science, Business Administration
Vanguard October 2013 - Present
Vanguard July 2010 - October 2013
Vanguard January 2007 - July 2010
Vanguard September 2004 - January 2007
Delaware Investments May 2004 - September 2004
Delaware Investments, a member of the Macquarie Group March 1998 - April 2004
Skills
Data Analysis, Relationship Management, Retirement, Management
Education
Juniata College 1991 — 1995
Bachelor of Science, Business Administration
Dwayne Weldon's Vanguard Experience November 2011 - Present
Job Project Manager (Technology Operation Infrastructure) at Vanguard
Industry Financial Services
Experience
Vanguard November 2011 - Present
Vanguard July 2010 - November 2011
Vanguard March 2007 - July 2010
Vanguard June 2004 - March 2007
Vanguard June 2000 - June 2004
Skills
Project Management, Risk Management, Process Improvement, Leadership
Education
King's College 1992 — 1996
Vanguard November 2011 - Present
Vanguard July 2010 - November 2011
Vanguard March 2007 - July 2010
Vanguard June 2004 - March 2007
Vanguard June 2000 - June 2004
Skills
Project Management, Risk Management, Process Improvement, Leadership
Education
King's College 1992 — 1996
Kate (Hetzel) Abercrombie's Vanguard Experience 1999 - 2003
Job Product Manager at SEI
Industry Financial Services
Experience
SEI January 2013 - Present
SEI July 2011 - December 2012
SEI July 2010 - July 2011
SEI Investments November 2004 - July 2010
ING U.S. November 2003 - November 2004
Vanguard 1999 - 2003
Vanguard January 1996 - May 1999
Vanguard May 1995 - January 1996
Skills
Financial Services, Business Analysis, SDLC, Mutual Funds, Business Requirements, Requirements Gathering, Portfolio Management, Asset Management, Corporate Actions, Fixed Income, Back Office, Securities, Wealth Management, Global Custody, Business Process..., Trading, Process Improvement, Business Process..., Requirements Analysis, Asset Allocation, Business Process, Bonds, Business Process Design, Banking, Software Project..., Agile Methodologies, Strategy, Equities, Project Management, Product Management, Investments, Visio, Change Management, Analysis, Derivatives, Agile Project Management
Education
Saint Joseph's University - Erivan K. Haub School of Business 1997 — 1999
MBA, Specialization in Portfolio Management
King's College 1991 — 1995
BS, Finance
SEI January 2013 - Present
SEI July 2011 - December 2012
SEI July 2010 - July 2011
SEI Investments November 2004 - July 2010
ING U.S. November 2003 - November 2004
Vanguard 1999 - 2003
Vanguard January 1996 - May 1999
Vanguard May 1995 - January 1996
Skills
Financial Services, Business Analysis, SDLC, Mutual Funds, Business Requirements, Requirements Gathering, Portfolio Management, Asset Management, Corporate Actions, Fixed Income, Back Office, Securities, Wealth Management, Global Custody, Business Process..., Trading, Process Improvement, Business Process..., Requirements Analysis, Asset Allocation, Business Process, Bonds, Business Process Design, Banking, Software Project..., Agile Methodologies, Strategy, Equities, Project Management, Product Management, Investments, Visio, Change Management, Analysis, Derivatives, Agile Project Management
Education
Saint Joseph's University - Erivan K. Haub School of Business 1997 — 1999
MBA, Specialization in Portfolio Management
King's College 1991 — 1995
BS, Finance
Shilpa Chanda's Vanguard Experience June 2013 - Present
Job Client Acceptance Tester at Vanguard
Industry Information Technology and Services
Experience
Vanguard June 2013 - Present
Chase October 2012 - May 2013
SAP February 2012 - September 2012
State of Pennsylvania September 2011 - January 2012
Inno Tech LLC July 2006 - July 2011
Skills
Quality Assurance, CRM, Manual Testing, QTP, Regression Testing, Quality Center, SAP CRM, Scrum, Software Quality..., Test Automation, SOA, Requirements Analysis, Test Planning, User Acceptance Testing, Agile Testing, System Testing, SDLC, Integration, Requirements Gathering, Unix, Test Cases, Integration Testing, Functional Testing, Test Execution, Agile Project Management, Agile, Defect Tracking, Test Management, Test Strategy, SharePoint, Web Testing, Testing, Client Acceptance..., TSYS, Portfolio Management, Order Management, Data Management, Microsoft SQL Server, PL/SQL, Agile, HP Quality Center
Education
Jawaharlal Nehru Technological University 2000 — 2004
B.Tech, Computer Science
Vanguard June 2013 - Present
Chase October 2012 - May 2013
SAP February 2012 - September 2012
State of Pennsylvania September 2011 - January 2012
Inno Tech LLC July 2006 - July 2011
Skills
Quality Assurance, CRM, Manual Testing, QTP, Regression Testing, Quality Center, SAP CRM, Scrum, Software Quality..., Test Automation, SOA, Requirements Analysis, Test Planning, User Acceptance Testing, Agile Testing, System Testing, SDLC, Integration, Requirements Gathering, Unix, Test Cases, Integration Testing, Functional Testing, Test Execution, Agile Project Management, Agile, Defect Tracking, Test Management, Test Strategy, SharePoint, Web Testing, Testing, Client Acceptance..., TSYS, Portfolio Management, Order Management, Data Management, Microsoft SQL Server, PL/SQL, Agile, HP Quality Center
Education
Jawaharlal Nehru Technological University 2000 — 2004
B.Tech, Computer Science
Donna Bealla's Vanguard Experience November 2011 - Present
Job Client Manager at Vanguard
Industry Financial Services
Experience
Vanguard November 2011 - Present
Vanguard September 2004 - November 2011
BISYS 2003 - 2004
Prudential Financial 1997 - 2001
Prudential Financial 1992 - 1997
Education
King's College 1988 — 1992
B.A., Communications
Vanguard November 2011 - Present
Vanguard September 2004 - November 2011
BISYS 2003 - 2004
Prudential Financial 1997 - 2001
Prudential Financial 1992 - 1997
Education
King's College 1988 — 1992
B.A., Communications
Chad Heller's Vanguard Experience January 2010 - Present
Job Project Administrator at Vanguard
Industry Financial Services
Experience
Vanguard January 2010 - Present
Country Insurance & Financial Services November 2007 - January 2009
Insight 2005 - 2007
1st Metropolitan Mortgage August 2005 - May 2006
Education
Keller Graduate School of Management of DeVry University
Master of Business Administration (MBA), Finance and Financial Management Services
Tri-State University 1999 — 2003
BS in Business Administration, Marketing
Vanguard January 2010 - Present
Country Insurance & Financial Services November 2007 - January 2009
Insight 2005 - 2007
1st Metropolitan Mortgage August 2005 - May 2006
Education
Keller Graduate School of Management of DeVry University
Master of Business Administration (MBA), Finance and Financial Management Services
Tri-State University 1999 — 2003
BS in Business Administration, Marketing
Rajani Allam's Vanguard Experience February 2014 - Present
Job Java Developer at Vanguard
Industry Computer Software
Experience
Vanguard February 2014 - Present
Skills
Software Development, Java, Agile Methodologies, Java Enterprise Edition, SQL, SOA, XML, SDLC, Spring, Spring Framework, Eclipse, Tomcat, Scrum, Microsoft SQL Server, Requirements Analysis, Web Services, Jenkins
Education
Saint Joseph's University 2004 — 2005
Master's Degree, Computer Science
University of Missouri-Rolla 2003 — 2004
Master's Degree, Computer Science
Carmel Convent High School.
Carmel Convent High School.
Kakatiya University
Bachelor's Degree, Computer Science
Vanguard February 2014 - Present
Skills
Software Development, Java, Agile Methodologies, Java Enterprise Edition, SQL, SOA, XML, SDLC, Spring, Spring Framework, Eclipse, Tomcat, Scrum, Microsoft SQL Server, Requirements Analysis, Web Services, Jenkins
Education
Saint Joseph's University 2004 — 2005
Master's Degree, Computer Science
University of Missouri-Rolla 2003 — 2004
Master's Degree, Computer Science
Carmel Convent High School.
Carmel Convent High School.
Kakatiya University
Bachelor's Degree, Computer Science
Rama Kalani's Vanguard Experience January 2010 - April 2010
Job Governance, Risk & Compliance Manager at Confidential
Industry Financial Services
Experience
Confidential August 2012 - Present
Concentra June 2012 - August 2012
KPMG January 2011 - May 2012
Titan Aviation Dubai, UAE April 2010 - January 2011
Vanguard January 2010 - April 2010
Bank of New York Mellon July 2009 - December 2009
US Tech Solutions Inc February 2009 - June 2009
Deloitte & Touche, LLP September 2005 - January 2009
Skills
CISA, IT Audit, Information Security, Enterprise Risk..., Risk Assessment, Risk Management, Sarbanes-Oxley Act, Security, Business Process, Auditing, Internal Controls, COBIT, ITIL, Financial Risk, Security Audits, IT Risk Management, CRM, Project Management, Management Consulting, Financial Audits, COSO, Governance, Vulnerability Assessment, Penetration Testing, Business Continuity, SOX 404, Information Security..., SAS70, Internal Audit
Education
Southern University and Agricultural and Mechanical College at Baton Rouge
Masters, Computer Science
Kakatiya University
Post Graduate Diploma, Business Management
Kakatiya University
Bachelors, Computer Applications
Confidential August 2012 - Present
Concentra June 2012 - August 2012
KPMG January 2011 - May 2012
Titan Aviation Dubai, UAE April 2010 - January 2011
Vanguard January 2010 - April 2010
Bank of New York Mellon July 2009 - December 2009
US Tech Solutions Inc February 2009 - June 2009
Deloitte & Touche, LLP September 2005 - January 2009
Skills
CISA, IT Audit, Information Security, Enterprise Risk..., Risk Assessment, Risk Management, Sarbanes-Oxley Act, Security, Business Process, Auditing, Internal Controls, COBIT, ITIL, Financial Risk, Security Audits, IT Risk Management, CRM, Project Management, Management Consulting, Financial Audits, COSO, Governance, Vulnerability Assessment, Penetration Testing, Business Continuity, SOX 404, Information Security..., SAS70, Internal Audit
Education
Southern University and Agricultural and Mechanical College at Baton Rouge
Masters, Computer Science
Kakatiya University
Post Graduate Diploma, Business Management
Kakatiya University
Bachelors, Computer Applications
Geetesh Bhardwaj's Vanguard Experience November 2008 - May 2011
Job Executive Director
Industry Financial Services
Experience
SummerHaven Investment Management May 2011 - Present
Vanguard November 2008 - May 2011
AIG Financial Products June 2007 - October 2008
Bates White, LLC June 2006 - June 2007
General Electric January 2001 - August 2001
NIPFP 1999 - 2000
Skills
Econometrics, Commodity, Quantitative Analytics, Quantitative Finance, Economic Research, Hedging, Portfolio Management, Investment Banking, Credit Derivatives, Trading, Financial Modeling, Valuation, Financial Analysis, Data Analysis, Asset Management
Education
Rutgers University-New Brunswick 2001 — 2006
Ph.D., Economics
Jawaharlal Nehru Vishvavidyalaya 1995 — 1999
MA, MPhil, Economics
SummerHaven Investment Management May 2011 - Present
Vanguard November 2008 - May 2011
AIG Financial Products June 2007 - October 2008
Bates White, LLC June 2006 - June 2007
General Electric January 2001 - August 2001
NIPFP 1999 - 2000
Skills
Econometrics, Commodity, Quantitative Analytics, Quantitative Finance, Economic Research, Hedging, Portfolio Management, Investment Banking, Credit Derivatives, Trading, Financial Modeling, Valuation, Financial Analysis, Data Analysis, Asset Management
Education
Rutgers University-New Brunswick 2001 — 2006
Ph.D., Economics
Jawaharlal Nehru Vishvavidyalaya 1995 — 1999
MA, MPhil, Economics
Jeff Freeman, CFA, CFP®, QKA's Vanguard Experience November 2013 - Present
Job Sales Executive Institutional Investor Group at Vanguard
Industry Financial Services
Experience
Vanguard November 2013 - Present
Vanguard October 2011 - October 2013
The Vanguard Group October 2009 - October 2011
The Vanguard Group September 2006 - October 2009
The Vanguard Group January 2005 - September 2006
The Vanguard Group November 2003 - July 2005
Skills
Investments, Mutual Funds, Strategic Financial..., Series 7, 401k, Financial Analysis, Financial Modeling, Series 63, Market Research, Finance, Series 65, Client Relationship..., CRM, Equities, Portfolio Management, Retirement Planning, Financial Planning, Microsoft Office, Sales Support, Consultative Selling, Sales Management, Territory Management
Education
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2008
MBA, Finance
John Carroll University 1999 — 2003
BSBA, Finance
Vanguard November 2013 - Present
Vanguard October 2011 - October 2013
The Vanguard Group October 2009 - October 2011
The Vanguard Group September 2006 - October 2009
The Vanguard Group January 2005 - September 2006
The Vanguard Group November 2003 - July 2005
Skills
Investments, Mutual Funds, Strategic Financial..., Series 7, 401k, Financial Analysis, Financial Modeling, Series 63, Market Research, Finance, Series 65, Client Relationship..., CRM, Equities, Portfolio Management, Retirement Planning, Financial Planning, Microsoft Office, Sales Support, Consultative Selling, Sales Management, Territory Management
Education
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2008
MBA, Finance
John Carroll University 1999 — 2003
BSBA, Finance
Nathan McCall's Vanguard Experience December 2012 - April 2014
Job Desktop Support Specialist at NLM Technologies
Industry Information Technology and Services
Experience
NLM Technical Resources July 2015 - Present
End Time Harvest World Training Center May 1999 - Present
NJM Insurance Group April 2014 - July 2015
Vanguard December 2012 - April 2014
Premier Prizm Solutions April 2011 - December 2012
ARI December 2010 - April 2011
Pfizer January 2010 - December 2010
AstraZeneca June 2009 - January 2010
Johnson & Johnson March 2009 - June 2009
AAA Mid-Atlantic August 1998 - September 2000
Skills
Microsoft SQL Server, Microsoft Office, Active Directory, DNS, Microsoft Word, Team Building, Performance Management, Networking, Access, Troubleshooting, Citrix, XP, Operating Systems, VMware, Software Documentation, DHCP, Laptops, Lotus Notes, Outlook, Customer Service, SCCM, Hardware, Technical Support, Windows 7, System Administration, Coaching, VPN, Windows Server, Servers, Help Desk Support, Software Installation, Computer Hardware, Group Policy, Norton Ghost, System Deployment, Workstations, WAN, Unix, Remote Desktop, Windows Vista, SQL, Time Management, Blackberry, Windows, HP, Databases, Switches, Microsoft Exchange, Service Desk, Leadership
Education
Chubb Institute 1996 — 1997
Diploma in Desktop support and Network support, Computer and Information Sciences and Support Services
Keystone Technical Institute 1996 — 1997
Diploma, Network and System Administration/Administrator
NLM Technical Resources July 2015 - Present
End Time Harvest World Training Center May 1999 - Present
NJM Insurance Group April 2014 - July 2015
Vanguard December 2012 - April 2014
Premier Prizm Solutions April 2011 - December 2012
ARI December 2010 - April 2011
Pfizer January 2010 - December 2010
AstraZeneca June 2009 - January 2010
Johnson & Johnson March 2009 - June 2009
AAA Mid-Atlantic August 1998 - September 2000
Skills
Microsoft SQL Server, Microsoft Office, Active Directory, DNS, Microsoft Word, Team Building, Performance Management, Networking, Access, Troubleshooting, Citrix, XP, Operating Systems, VMware, Software Documentation, DHCP, Laptops, Lotus Notes, Outlook, Customer Service, SCCM, Hardware, Technical Support, Windows 7, System Administration, Coaching, VPN, Windows Server, Servers, Help Desk Support, Software Installation, Computer Hardware, Group Policy, Norton Ghost, System Deployment, Workstations, WAN, Unix, Remote Desktop, Windows Vista, SQL, Time Management, Blackberry, Windows, HP, Databases, Switches, Microsoft Exchange, Service Desk, Leadership
Education
Chubb Institute 1996 — 1997
Diploma in Desktop support and Network support, Computer and Information Sciences and Support Services
Keystone Technical Institute 1996 — 1997
Diploma, Network and System Administration/Administrator
Terricia Gaines's Vanguard Experience 1998 - 2000
Job Leave Management Case Consultant at Wells Fargo
Industry Human Resources
Experience
Wells Fargo October 2014 - Present
Wells Fargo August 2012 - October 2014
Wells Fargo Bank October 2009 - August 2012
Wachovia September 2008 - October 2009
Family Dollar July 2008 - September 2008
TIAA-CREF 2005 - 2008
TIAA-CREF January 2001 - August 2005
Vanguard 1998 - 2000
Skills
FMLA, Benefits Administration, Retirement, PeopleSoft, Benefits, Pay, Payroll Processing, Payroll, Call Center, Outlook, Employee Benefits, Process Improvement, Human Resources, Performance Management, Change Management, Leadership, 401k, Financial Services, HR Policies, Program Management, Employee Relations, Management, Employee Training, HRIS, Recruiting, Talent Acquisition, Call Centers, Policy, Team Building, Coaching, Customer Service, Microsoft Office
Education
Johnson C. Smith University - JCSU 1991 — 1996
BS, Accounting
Wells Fargo October 2014 - Present
Wells Fargo August 2012 - October 2014
Wells Fargo Bank October 2009 - August 2012
Wachovia September 2008 - October 2009
Family Dollar July 2008 - September 2008
TIAA-CREF 2005 - 2008
TIAA-CREF January 2001 - August 2005
Vanguard 1998 - 2000
Skills
FMLA, Benefits Administration, Retirement, PeopleSoft, Benefits, Pay, Payroll Processing, Payroll, Call Center, Outlook, Employee Benefits, Process Improvement, Human Resources, Performance Management, Change Management, Leadership, 401k, Financial Services, HR Policies, Program Management, Employee Relations, Management, Employee Training, HRIS, Recruiting, Talent Acquisition, Call Centers, Policy, Team Building, Coaching, Customer Service, Microsoft Office
Education
Johnson C. Smith University - JCSU 1991 — 1996
BS, Accounting
Michelle Blass's Vanguard Experience November 1998 - February 2006
Job BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management August 2015 - Present
First Niagara Bank February 2006 - August 2015
Vanguard November 1998 - February 2006
Skills
Retirement Planning, Wealth Management, Investments, Retirement, Series 7, Financial Services, Portfolio Management, Strategic Financial..., Mutual Funds, Asset Allocation, Asset Management, Securities, Finance, Investment Advisory, Wealth Management..., Financial Planning, Estate Planning, Investment Management, Investment Strategies, Financial Planners
Education
Villanova University School of Law 2010 — 2014
Masters in Taxation
James Madison University 1994 — 1998
BBA, Business
BNY Mellon Wealth Management August 2015 - Present
First Niagara Bank February 2006 - August 2015
Vanguard November 1998 - February 2006
Skills
Retirement Planning, Wealth Management, Investments, Retirement, Series 7, Financial Services, Portfolio Management, Strategic Financial..., Mutual Funds, Asset Allocation, Asset Management, Securities, Finance, Investment Advisory, Wealth Management..., Financial Planning, Estate Planning, Investment Management, Investment Strategies, Financial Planners
Education
Villanova University School of Law 2010 — 2014
Masters in Taxation
James Madison University 1994 — 1998
BBA, Business
Sanjeev Bagalwadi's Vanguard Experience October 2005 - October 2008
Job Sr.Consultant Business Intelligence and Analytics at Merck
Industry Computer Software
Experience
Merck January 2015 - Present
The Vanguard Group April 2011 - December 2014
Merrill Lynch November 2009 - March 2011
FirstEnergy May 2009 - September 2009
Vanguard October 2005 - October 2008
Skills
Business Intelligence, Oracle, SDLC, Business Analysis, ERP, Software Project..., Cognos, SSRS, Agile Methodologies, Analytics, Dashboard, Software Development
Education
Osmania University 1995 — 1996
PGDM, International Marketing Management
Karnatak University 1986 — 1990
BE, ECE
Merck January 2015 - Present
The Vanguard Group April 2011 - December 2014
Merrill Lynch November 2009 - March 2011
FirstEnergy May 2009 - September 2009
Vanguard October 2005 - October 2008
Skills
Business Intelligence, Oracle, SDLC, Business Analysis, ERP, Software Project..., Cognos, SSRS, Agile Methodologies, Analytics, Dashboard, Software Development
Education
Osmania University 1995 — 1996
PGDM, International Marketing Management
Karnatak University 1986 — 1990
BE, ECE
Bob Adleman's Vanguard Experience October 2012 - June 2013
Job at
Industry Information Technology and Services
Experience
Wells Fargo June 2013 - Present
Vanguard October 2012 - June 2013
Wells Fargo April 2011 - June 2012
Bank of America November 2009 - April 2011
Wachovia June 2005 - March 2009
Schering-Plough Research Institute 1999 - 2001
Independent Consultant September 1988 - March 1997
Merrill Lynch 1985 - August 1988
Skills
Agile Methodolgy, Requirements Analysis, Business Analysis, DB2, Oracle, SimCorp Dimensions, SQL, COBOL, CICS, JCL, Java, Unix, VBScript, HTML, JavaScript, Troubleshooting, Windows, XML, Microsoft SQL Server, J2EE Application..., Microsoft Excel, MS Project, Databases, Agile Methodologies, SDLC
Education
Kean University 1976 — 1980
Bachelor of Applied Science (B.A.Sc.), Computer Science and Applied Math, 3.0
Wells Fargo June 2013 - Present
Vanguard October 2012 - June 2013
Wells Fargo April 2011 - June 2012
Bank of America November 2009 - April 2011
Wachovia June 2005 - March 2009
Schering-Plough Research Institute 1999 - 2001
Independent Consultant September 1988 - March 1997
Merrill Lynch 1985 - August 1988
Skills
Agile Methodolgy, Requirements Analysis, Business Analysis, DB2, Oracle, SimCorp Dimensions, SQL, COBOL, CICS, JCL, Java, Unix, VBScript, HTML, JavaScript, Troubleshooting, Windows, XML, Microsoft SQL Server, J2EE Application..., Microsoft Excel, MS Project, Databases, Agile Methodologies, SDLC
Education
Kean University 1976 — 1980
Bachelor of Applied Science (B.A.Sc.), Computer Science and Applied Math, 3.0
Venkatreddy Gurram's Vanguard Experience March 2009 - December 2009
Job Sr Database and Facets Developer at wellpo
Industry Information Technology and Services
Experience
wellpo March 2010 - Present
virajsoft January 2004 - Present
Trover Solutions January 2010 - March 2010
Vanguard March 2009 - December 2009
Humana July 2007 - January 2009
Education
Nordic information technology and science 2005 — 2006
m.s, information technology
Jawaharlal Nehru Technological University
wellpo March 2010 - Present
virajsoft January 2004 - Present
Trover Solutions January 2010 - March 2010
Vanguard March 2009 - December 2009
Humana July 2007 - January 2009
Education
Nordic information technology and science 2005 — 2006
m.s, information technology
Jawaharlal Nehru Technological University
Adam Howson's Vanguard Experience 1994 - 2007
Job Account Manager at 3SI Security Systems
Industry Computer Software
Experience
3SI Security Systems May 2015 - Present
SAP November 2009 - June 2014
Bentley Systems October 2008 - November 2009
Vanguard 1994 - 2007
Skills
SAP, Team Leadership, Process Improvement, Lead Generation, Microsoft Excel, Data Analysis, Microsoft Office, Customer Service, Sales, Management, Analysis, CRM, Business Development, Leadership, Enterprise Software, Salesforce.com, Solution Selling, SaaS
Education
Juniata College
3SI Security Systems May 2015 - Present
SAP November 2009 - June 2014
Bentley Systems October 2008 - November 2009
Vanguard 1994 - 2007
Skills
SAP, Team Leadership, Process Improvement, Lead Generation, Microsoft Excel, Data Analysis, Microsoft Office, Customer Service, Sales, Management, Analysis, CRM, Business Development, Leadership, Enterprise Software, Salesforce.com, Solution Selling, SaaS
Education
Juniata College
Suhasini Gokhale's Vanguard Experience December 2011 - Present
Job Contractor at Vanguard
Industry Information Technology and Services
Experience
Vanguard December 2011 - Present
COBHAM SENSOR SYSTEMS, Lansdale, PA January 2010 - December 2011
IKEA IT January 2006 - December 2009
IKEA IT March 2002 - December 2005
IKEA IT April 2001 - September 2001
Merck Sharp & Dohme 1996 - 1999
Education
University of Pune 1987 — 1990
MCA, Computer Science
Kendriya Vidyalaya 1972 — 1984
High School
Vanguard December 2011 - Present
COBHAM SENSOR SYSTEMS, Lansdale, PA January 2010 - December 2011
IKEA IT January 2006 - December 2009
IKEA IT March 2002 - December 2005
IKEA IT April 2001 - September 2001
Merck Sharp & Dohme 1996 - 1999
Education
University of Pune 1987 — 1990
MCA, Computer Science
Kendriya Vidyalaya 1972 — 1984
High School
Naga Setty's Vanguard Experience February 2007 - June 2007
Job Sr. QA Analyst at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo July 2015 - Present
Bank of America January 2012 - Present
McNeil Consumer Healthcare (Johnson & Johnson) October 2011 - February 2012
Bank of America May 2011 - September 2011
McNeil Consumer Healthcare (Johnson & Johnson) October 2010 - May 2011
HomeNet Automotive 2009 - 2010
Merck November 2007 - December 2008
AstraZeneca August 2007 - October 2007
Vanguard February 2007 - June 2007
ACE Group November 2006 - February 2007
Skills
SDLC, Quality Assurance, Automation, Agile, Requirements Analysis, Testing, QTP, Web Services, User Acceptance Testing, SQL, Integration, Regression, Documentation, System Testing, JavaScript, .NET, Business Analysis, C#, Customer Relations, Test Planning, Java, Test Automation, Test Cases, Manual Testing, ASP.NET, Business Intelligence, Software Documentation, Oracle, Regression Testing, HP ALM QC 11, Quality Center, Agile Methodologies, Agile & Waterfall..., TSYS, Test Strategy, LoadRunner, Waterfall, HP Quality Center, HP QTP, User Provisioning
Education
Kakatiya University
MS, Science
Wells Fargo July 2015 - Present
Bank of America January 2012 - Present
McNeil Consumer Healthcare (Johnson & Johnson) October 2011 - February 2012
Bank of America May 2011 - September 2011
McNeil Consumer Healthcare (Johnson & Johnson) October 2010 - May 2011
HomeNet Automotive 2009 - 2010
Merck November 2007 - December 2008
AstraZeneca August 2007 - October 2007
Vanguard February 2007 - June 2007
ACE Group November 2006 - February 2007
Skills
SDLC, Quality Assurance, Automation, Agile, Requirements Analysis, Testing, QTP, Web Services, User Acceptance Testing, SQL, Integration, Regression, Documentation, System Testing, JavaScript, .NET, Business Analysis, C#, Customer Relations, Test Planning, Java, Test Automation, Test Cases, Manual Testing, ASP.NET, Business Intelligence, Software Documentation, Oracle, Regression Testing, HP ALM QC 11, Quality Center, Agile Methodologies, Agile & Waterfall..., TSYS, Test Strategy, LoadRunner, Waterfall, HP Quality Center, HP QTP, User Provisioning
Education
Kakatiya University
MS, Science
Freda Rogers MPA's Vanguard Experience May 2010 - October 2012
Job Logistics Specialist at Rubicon Global
Industry Environmental Services
Experience
Rubicon Global January 2014 - Present
Republic Services 2012 - February 2014
Vanguard May 2010 - October 2012
Allstate May 1998 - October 2008
Skills
Process Improvement, Quality Assurance, Strategic Planning, Customer Service, Leadership, Team Building, Insurance, Call Centers, Management, Microsoft Office, Microsoft Excel, PowerPoint, Mutual Funds, Call Center, Budgets, Training, Account Management, Risk Management, Access, Customer Satisfaction, Time Management, Project Management, Outlook, Series 63
Education
Strayer University 2007 — 2009
MA, Public Administration, 3.8
Kent State University 1974 — 1978
BS, Criminal Justice, 3.5
Rubicon Global January 2014 - Present
Republic Services 2012 - February 2014
Vanguard May 2010 - October 2012
Allstate May 1998 - October 2008
Skills
Process Improvement, Quality Assurance, Strategic Planning, Customer Service, Leadership, Team Building, Insurance, Call Centers, Management, Microsoft Office, Microsoft Excel, PowerPoint, Mutual Funds, Call Center, Budgets, Training, Account Management, Risk Management, Access, Customer Satisfaction, Time Management, Project Management, Outlook, Series 63
Education
Strayer University 2007 — 2009
MA, Public Administration, 3.8
Kent State University 1974 — 1978
BS, Criminal Justice, 3.5
Murali K. Nandivada's Vanguard Experience July 2006 - April 2010
Job Vice President, Technology
Industry Information Technology and Services
Experience
Morgan Stanley August 2014 - Present
Bank of America May 2010 - August 2014
UST Global July 2006 - May 2010
Vanguard July 2006 - April 2010
Fidelity Investments February 2003 - July 2006
Infosys Technologies Ltd January 2001 - July 2006
New York Life International January 2001 - January 2003
CMC Limited October 2000 - December 2000
Skills
Master Data Management, Data Analysis, Data Mining, Data Warehousing, Customer Data..., Data Quality, Data Migration, Project Management, Defined Benefit, Agile Methodologies, Microsoft SQL Server
Education
Jawaharlal Nehru Technological University 1996 — 2000
Bachelor of Technology, Electrical & Electronics Engineering
Morgan Stanley August 2014 - Present
Bank of America May 2010 - August 2014
UST Global July 2006 - May 2010
Vanguard July 2006 - April 2010
Fidelity Investments February 2003 - July 2006
Infosys Technologies Ltd January 2001 - July 2006
New York Life International January 2001 - January 2003
CMC Limited October 2000 - December 2000
Skills
Master Data Management, Data Analysis, Data Mining, Data Warehousing, Customer Data..., Data Quality, Data Migration, Project Management, Defined Benefit, Agile Methodologies, Microsoft SQL Server
Education
Jawaharlal Nehru Technological University 1996 — 2000
Bachelor of Technology, Electrical & Electronics Engineering
Rama Krishna Bhupathi Raju's Vanguard Experience November 2011 - Present
Job Senior Technology Specialist at Vanguard Group
Industry Financial Services
Experience
Vanguard November 2011 - Present
ACE Group August 2010 - November 2011
Vanguard June 2007 - July 2010
Nash Finch Company January 2006 - May 2007
Hewitt Associates January 2005 - December 2005
Skills
Cognos, Data Warehousing, Business Intelligence, Microsoft SQL Server, Oracle, DB2, ETL, Data Modeling, Requirements Analysis, Informatica, OLAP, Agile Methodologies, Business Intelligence..., Dimensional Modeling, Data Warehouse..., SDLC, Requirements Gathering
Education
Jawaharlal Nehru Technological University
Bachelor's, Computer Science
Vanguard November 2011 - Present
ACE Group August 2010 - November 2011
Vanguard June 2007 - July 2010
Nash Finch Company January 2006 - May 2007
Hewitt Associates January 2005 - December 2005
Skills
Cognos, Data Warehousing, Business Intelligence, Microsoft SQL Server, Oracle, DB2, ETL, Data Modeling, Requirements Analysis, Informatica, OLAP, Agile Methodologies, Business Intelligence..., Dimensional Modeling, Data Warehouse..., SDLC, Requirements Gathering
Education
Jawaharlal Nehru Technological University
Bachelor's, Computer Science
Albert Schardien's Vanguard Experience 1999 - 2008
Job Relationship Manager, Taft Hartley at Prudential Retirement
Industry Financial Services
Experience
Prudential Financial August 2010 - Present
Lincoln Financial Distributors 2008 - 2010
Vanguard 1999 - 2008
Education
St. Joseph's University 2001 — 2003
Master of Business Administration (MBA), Marketing
King's College 1995 — 1999
Bachelor of Science (B.S.), Business Administration
Prudential Financial August 2010 - Present
Lincoln Financial Distributors 2008 - 2010
Vanguard 1999 - 2008
Education
St. Joseph's University 2001 — 2003
Master of Business Administration (MBA), Marketing
King's College 1995 — 1999
Bachelor of Science (B.S.), Business Administration
Maria Luoni's Vanguard Experience June 2003 - February 2008
Job Endowments & Foundations Internal Investment Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2013 - Present
TIAA-CREF February 2008 - August 2013
Vanguard June 2003 - February 2008
Charles Schwab October 2002 - February 2003
Buckhorn Capital Management May 2002 - September 2002
First Union Securities April 1999 - October 2001
First Union Brokerage Services, Inc. April 1998 - April 1999
First Union Brokerage Services, Inc. July 1996 - August 1998
First Union National Bank August 1994 - July 1996
Skills
Series 7, Wealth Management, Series 63, Financial Services, Investment Advisory, Bonds, Securities, Bloomberg, Asset Allocation, Asset Management, Portfolio Management, Investment Management, Wealth Management..., High Net Worth..., Financial Advisory, Investments, Institutional...
Education
James Madison University
Bachelor of Business Administration (B.B.A.), Finance, General
TIAA-CREF August 2013 - Present
TIAA-CREF February 2008 - August 2013
Vanguard June 2003 - February 2008
Charles Schwab October 2002 - February 2003
Buckhorn Capital Management May 2002 - September 2002
First Union Securities April 1999 - October 2001
First Union Brokerage Services, Inc. April 1998 - April 1999
First Union Brokerage Services, Inc. July 1996 - August 1998
First Union National Bank August 1994 - July 1996
Skills
Series 7, Wealth Management, Series 63, Financial Services, Investment Advisory, Bonds, Securities, Bloomberg, Asset Allocation, Asset Management, Portfolio Management, Investment Management, Wealth Management..., High Net Worth..., Financial Advisory, Investments, Institutional...
Education
James Madison University
Bachelor of Business Administration (B.B.A.), Finance, General
Venu Modugula's Vanguard Experience December 2006 - May 2007
Job Systems Analyst at Nationwide Insurance
Industry Insurance
Experience
Nationwide Insurance September 2008 - Present
ACS, a Xerox Company January 2008 - September 2008
Amdocs June 2007 - January 2008
Vanguard December 2006 - May 2007
Aztecsoft May 2004 - November 2006
Skills
Websphere, Struts, Weblogic, EJB, Spring, Ant, Servlets, Hibernate, J2EE, JUnit, JSP, DB2, Tomcat, Maven, Design Patterns, Web Services, SOA, CVS, WSAD, PL/SQL, Agile, Eclipse, AJAX, XML, Subversion, Application Servers, JDBC, Java, JavaScript, Sun Certified Java..., Java Enterprise Edition, WebSphere Application..., JBoss Application Server, Agile Methodologies, Spring Framework, WebSphere
Education
Jawaharlal Nehru University 1998 — 2002
Bachelor of Technology, Computer Science & Engineering
Nationwide Insurance September 2008 - Present
ACS, a Xerox Company January 2008 - September 2008
Amdocs June 2007 - January 2008
Vanguard December 2006 - May 2007
Aztecsoft May 2004 - November 2006
Skills
Websphere, Struts, Weblogic, EJB, Spring, Ant, Servlets, Hibernate, J2EE, JUnit, JSP, DB2, Tomcat, Maven, Design Patterns, Web Services, SOA, CVS, WSAD, PL/SQL, Agile, Eclipse, AJAX, XML, Subversion, Application Servers, JDBC, Java, JavaScript, Sun Certified Java..., Java Enterprise Edition, WebSphere Application..., JBoss Application Server, Agile Methodologies, Spring Framework, WebSphere
Education
Jawaharlal Nehru University 1998 — 2002
Bachelor of Technology, Computer Science & Engineering
Kamma SriRanga Deepthi's Vanguard Experience October 2014 - December 2014
Job Principal Associate at Capital One
Industry Information Technology and Services
Experience
Capital One January 2014 - Present
Vanguard October 2014 - December 2014
Apache Open Source Project March 2013 - September 2014
Oracle Financial Services November 2010 - March 2013
IBM India Private Limited August 2007 - September 2010
Skills
Java, J2EE Application..., SQL, Spring, Hibernate 3.1, Struts, Web Services, EJB, XML, XSL, XQuery, JDBC, JSON, jQuery, DWR, JMS, JMX, WebSphere Application..., WSAD, RAD, Tomcat, Eclipse, Rational Performance..., Rational Functional..., JUnit, Ant, Log4j, CSS, HTML, JavaScript, Oracle 11g, PL/SQL, Maven, JBoss, Prototype, AJAX, RCC, Subversion, Agile Application..., Unix, CMVC, C, Spring Framework, Java Enterprise Edition
Education
Symbiosis institute of Management Studies 2008 — 2010
Post Graduation Diploma in Business Administration, Information Technology & Customer Relations Management
Jawaharlal Nehru Technological University 2004 — 2007
B.Tech.,
Capital One January 2014 - Present
Vanguard October 2014 - December 2014
Apache Open Source Project March 2013 - September 2014
Oracle Financial Services November 2010 - March 2013
IBM India Private Limited August 2007 - September 2010
Skills
Java, J2EE Application..., SQL, Spring, Hibernate 3.1, Struts, Web Services, EJB, XML, XSL, XQuery, JDBC, JSON, jQuery, DWR, JMS, JMX, WebSphere Application..., WSAD, RAD, Tomcat, Eclipse, Rational Performance..., Rational Functional..., JUnit, Ant, Log4j, CSS, HTML, JavaScript, Oracle 11g, PL/SQL, Maven, JBoss, Prototype, AJAX, RCC, Subversion, Agile Application..., Unix, CMVC, C, Spring Framework, Java Enterprise Edition
Education
Symbiosis institute of Management Studies 2008 — 2010
Post Graduation Diploma in Business Administration, Information Technology & Customer Relations Management
Jawaharlal Nehru Technological University 2004 — 2007
B.Tech.,
Dionah Epps's Vanguard Experience July 2013 - September 2013
Job Senior Analyst
Industry Financial Services
Experience
Compass Group October 2014 - Present
Wells Fargo Insurance Services February 2014 - July 2014
Wells Fargo Insurance Services September 2013 - February 2014
IKEA Group December 2008 - November 2013
Vanguard July 2013 - September 2013
Skills
Microsoft Excel, Microsoft Office, Highly motivated..., Risk Management, Time Management, General Ledger, Customer Service, Research, Microsoft Word, Analysis, Electronic Funds..., Learning Quickly, Online Research, Difficult Situations, Intercultural..., Inventory Control, Internal Audit, Organizational Behavior, Employee Training
Education
Strayer University-North Carolina 2011 — 2013
Master's Degree, Accounting
Johnson and Wales University 2006 — 2010
Bachelor's degree, Finance and Financial Management Services
Johnson & Wales University 2006 — 2008
Associate's degree, Business Administration
Compass Group October 2014 - Present
Wells Fargo Insurance Services February 2014 - July 2014
Wells Fargo Insurance Services September 2013 - February 2014
IKEA Group December 2008 - November 2013
Vanguard July 2013 - September 2013
Skills
Microsoft Excel, Microsoft Office, Highly motivated..., Risk Management, Time Management, General Ledger, Customer Service, Research, Microsoft Word, Analysis, Electronic Funds..., Learning Quickly, Online Research, Difficult Situations, Intercultural..., Inventory Control, Internal Audit, Organizational Behavior, Employee Training
Education
Strayer University-North Carolina 2011 — 2013
Master's Degree, Accounting
Johnson and Wales University 2006 — 2010
Bachelor's degree, Finance and Financial Management Services
Johnson & Wales University 2006 — 2008
Associate's degree, Business Administration
Pankaj Gursahaney's Vanguard Experience July 2014 - Present
Job Sr. Software Engineer at Vanguard
Industry Investment Management
Experience
Vanguard July 2014 - Present
Cerner Corporation March 2012 - July 2014
Vanguard October 2010 - March 2012
Marlabs Inc May 2010 - October 2010
Trylogic Soft Solutions December 2006 - June 2007
Skills
Java Enterprise Edition, Java, Struts, Spring, Core Java, SQL, Hibernate, Ant, XML, JSP, JUnit, PL/SQL, Eclipse
Education
University of Louisiana 2008 — 2010
Master of Science, Computer Science
University of Louisiana at Lafayette 2008 — 2010
Masters, Computer Science, 3.5
University of Louisiana at Lafayette 2008 — 2010
Graduated; MS, Computer Science
Jawaharlal Nehru Technological University 2003 — 2007
Bachelor of Technology, Information Technology
Vanguard July 2014 - Present
Cerner Corporation March 2012 - July 2014
Vanguard October 2010 - March 2012
Marlabs Inc May 2010 - October 2010
Trylogic Soft Solutions December 2006 - June 2007
Skills
Java Enterprise Edition, Java, Struts, Spring, Core Java, SQL, Hibernate, Ant, XML, JSP, JUnit, PL/SQL, Eclipse
Education
University of Louisiana 2008 — 2010
Master of Science, Computer Science
University of Louisiana at Lafayette 2008 — 2010
Masters, Computer Science, 3.5
University of Louisiana at Lafayette 2008 — 2010
Graduated; MS, Computer Science
Jawaharlal Nehru Technological University 2003 — 2007
Bachelor of Technology, Information Technology
Morgan McClafferty's Vanguard Experience October 2014 - Present
Job Project Lead at Vanguard
Industry Financial Services
Experience
Vanguard October 2014 - Present
Vanguard July 2013 - October 2014
Vanguard May 2012 - August 2012
James Madison University August 2010 - October 2011
Skills
Project Management, Client Relations Skills, Time Management, Teamwork, Leadership, Organization, Efficiency, Training, Finance
Education
James Madison University 2009 — 2013
Bachelor of Business Administration, Finance
Vanguard October 2014 - Present
Vanguard July 2013 - October 2014
Vanguard May 2012 - August 2012
James Madison University August 2010 - October 2011
Skills
Project Management, Client Relations Skills, Time Management, Teamwork, Leadership, Organization, Efficiency, Training, Finance
Education
James Madison University 2009 — 2013
Bachelor of Business Administration, Finance
Adam Bruderly's Vanguard Experience April 2012 - Present
Job Key Account Sales Executive at Vanguard
Industry Financial Services
Experience
Vanguard April 2012 - Present
Vanguard July 2007 - April 2012
GE Capital April 2005 - June 2007
Huntington National Bank October 2003 - April 2005
Skills
Series 7, Series 63, Mutual Funds, Wealth Management, Asset Allocation, Investments, Retirement Planning, Securities, Investment Advisory, ETFs, 401k, Financial Services, Portfolio Management, Investment Strategies, Equities, Strategic Planning
Education
John Carroll University 2002 — 2005
Master of Business Administration (M.B.A.), Business Administration and Management, General
John Carroll University 1997 — 2001
B.S.B.A., Finance, General
Vanguard April 2012 - Present
Vanguard July 2007 - April 2012
GE Capital April 2005 - June 2007
Huntington National Bank October 2003 - April 2005
Skills
Series 7, Series 63, Mutual Funds, Wealth Management, Asset Allocation, Investments, Retirement Planning, Securities, Investment Advisory, ETFs, 401k, Financial Services, Portfolio Management, Investment Strategies, Equities, Strategic Planning
Education
John Carroll University 2002 — 2005
Master of Business Administration (M.B.A.), Business Administration and Management, General
John Carroll University 1997 — 2001
B.S.B.A., Finance, General
Bryan Lewis, CFP®'s Vanguard Experience September 2014 - Present
Job Senior Financial Advisor at Vanguard
Industry Financial Services
Experience
Vanguard September 2014 - Present
Vanguard July 2013 - September 2014
Vanguard July 2008 - July 2013
Vanguard June 2007 - July 2008
Vanguard May 2006 - June 2007
Wyeth Pharmaceuticals February 2005 - May 2006
Skills
Series 7, Series 6, Series 63, Wealth Management, Estate Tax Planning, Retirement Planning, Mutual Funds, Investments, Certified Financial..., Asset Allocation, Insurance, Retirement, ETFs, 401k, High Net Worth..., Securities, Investment Strategies, Investment Management, Financial Services, Relationship Management, Strategic Financial..., Asset Management, Fixed Annuities, Employee Benefits, Life Insurance, Risk Management, Equities, Estate Planning, Pensions, Fixed Income, Tax
Education
Villanova University 2002 — 2006
Bachelor of Arts (B.A.), Economics
Kaplan University
CFP® Course Study, Financial Planning
Vanguard September 2014 - Present
Vanguard July 2013 - September 2014
Vanguard July 2008 - July 2013
Vanguard June 2007 - July 2008
Vanguard May 2006 - June 2007
Wyeth Pharmaceuticals February 2005 - May 2006
Skills
Series 7, Series 6, Series 63, Wealth Management, Estate Tax Planning, Retirement Planning, Mutual Funds, Investments, Certified Financial..., Asset Allocation, Insurance, Retirement, ETFs, 401k, High Net Worth..., Securities, Investment Strategies, Investment Management, Financial Services, Relationship Management, Strategic Financial..., Asset Management, Fixed Annuities, Employee Benefits, Life Insurance, Risk Management, Equities, Estate Planning, Pensions, Fixed Income, Tax
Education
Villanova University 2002 — 2006
Bachelor of Arts (B.A.), Economics
Kaplan University
CFP® Course Study, Financial Planning
b lynn's Vanguard Experience April 2013 - Present
Job
Industry Investment Management
Experience
Vanguard April 2013 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Leadership, Training
Education
Johnson & Wales University 2007 — 2011
Bachelor of Applied Science (BASc), Business, Management, Marketing, and Related Support Services
Vanguard April 2013 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Leadership, Training
Education
Johnson & Wales University 2007 — 2011
Bachelor of Applied Science (BASc), Business, Management, Marketing, and Related Support Services
Ni'ko Boston's Vanguard Experience June 2010 - October 2012
Job Programmer/Analyst at Boeing
Industry Aviation & Aerospace
Experience
Boeing October 2012 - Present
Vanguard June 2010 - October 2012
Skills
Databases, Spring, Object Oriented Design, CVS, ETL, Integration, Java, MVC, Tortoise SVN, SOA, Data Warehousing, Java Enterprise Edition, SpringSource, jQuery, SQL, MyEclipse, Microsoft SQL Server, Gaussian 03, Microsoft Office, JavaScript, Jasper Reports, iReport, COBOL, J2EE Application..., JPA, Subversion, JSP, Eclipse, Hibernate, Struts, JBoss Application Server, Tomcat, Software Documentation, Systems Analysis, Testing, Web Application Security, Web Application..., CSS, HTML, Web Development, XML, Software Development, Leadership, Mentoring, Process Improvement, AutoHotKey, JProbe, Spring Framework
Education
Johnson C. Smith University - JCSU 2007 — 2010
Bachelor of Science (BS), Information Systems Engineering
Boeing October 2012 - Present
Vanguard June 2010 - October 2012
Skills
Databases, Spring, Object Oriented Design, CVS, ETL, Integration, Java, MVC, Tortoise SVN, SOA, Data Warehousing, Java Enterprise Edition, SpringSource, jQuery, SQL, MyEclipse, Microsoft SQL Server, Gaussian 03, Microsoft Office, JavaScript, Jasper Reports, iReport, COBOL, J2EE Application..., JPA, Subversion, JSP, Eclipse, Hibernate, Struts, JBoss Application Server, Tomcat, Software Documentation, Systems Analysis, Testing, Web Application Security, Web Application..., CSS, HTML, Web Development, XML, Software Development, Leadership, Mentoring, Process Improvement, AutoHotKey, JProbe, Spring Framework
Education
Johnson C. Smith University - JCSU 2007 — 2010
Bachelor of Science (BS), Information Systems Engineering
Praneeth D's Vanguard Experience 2013 - Present
Job PeopleSoft Consultant
Industry Insurance
Experience
Vanguard 2013 - Present
Washington Metropolitan Area Transit Authority (WMATA) 2011 - 2013
EmblemHealth 2009 - 2010
EAPT Solutions 2007 - 2009
Skills
PeopleSoft, PeopleTools, PeopleCode, SQR, SQL, Financials, Integration, Data Warehousing, Databases
Education
Jawaharlal Nehru Technological University
Computer Science
Vanguard 2013 - Present
Washington Metropolitan Area Transit Authority (WMATA) 2011 - 2013
EmblemHealth 2009 - 2010
EAPT Solutions 2007 - 2009
Skills
PeopleSoft, PeopleTools, PeopleCode, SQR, SQL, Financials, Integration, Data Warehousing, Databases
Education
Jawaharlal Nehru Technological University
Computer Science
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments