Vanguard Company
Industry: Investment management company
DescriptionThe Vanguard Group is an American registered investment advisor based in Malvern, Pennsylvania with over $5.1 trillion in assets under management. It is the largest provider of mutual funds and the second-largest provider of exchange-traded funds in the world after BlackRock's iShares. Customer service: 0800 032 3731 Assets under management: 5.1 trillion USD (January 31, 2018) Founder: John C. Bogle Founded: 1 May 1975, Valley Forge, Pennsylvania, United States CEO: Mortimer J. Buckley (Jan 2018–) Headquarters: Valley Forge, Pennsylvania, United States
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Vanguard Employees
Employee
Years
Job
Industry
raghav mathur raghav mathur's Vanguard Experience August 2007 - August 2008
Job Senior Consultant at Altech Star Inc.
Industry Information Technology and Services
Experience
Bunge September 2013 - November 2014
Mediacom Communications 2009 - 2013
CalPERS August 2008 - October 2009
Vanguard August 2007 - August 2008
Chase March 2005 - July 2007
Skills
JAVA, JEE, SOA, J2EE Web Services, MongoDB, JSF, Hibernate, Spring Framework, Finance, Telecommunications, JUnit, Eclipse, WebLogic, JBoss Application Server, JBoss Seam, Oracle, Drools, EJB, RESTful WebServices, UML, Agile Methodologies, Commodity Markets, Java, Java Enterprise Edition, SOAP, Web Services, SDLC
Education
Kurukshetra University 2002 — 2005
Master's degree, Computer Science
Bunge September 2013 - November 2014
Mediacom Communications 2009 - 2013
CalPERS August 2008 - October 2009
Vanguard August 2007 - August 2008
Chase March 2005 - July 2007
Skills
JAVA, JEE, SOA, J2EE Web Services, MongoDB, JSF, Hibernate, Spring Framework, Finance, Telecommunications, JUnit, Eclipse, WebLogic, JBoss Application Server, JBoss Seam, Oracle, Drools, EJB, RESTful WebServices, UML, Agile Methodologies, Commodity Markets, Java, Java Enterprise Edition, SOAP, Web Services, SDLC
Education
Kurukshetra University 2002 — 2005
Master's degree, Computer Science
Matthew Tange Matthew Tange's Vanguard Experience March 2008 - August 2011
Job Financial Services Professional | Soccer Official
Industry Financial Services
Experience
US Soccer Federation September 2002 - Present
Delaware Soccer Officials Association September 2001 - Present
Barclaycard US December 2012 - April 2013
Biddle Capital Management March 2012 - June 2012
Vanguard March 2008 - August 2011
Vanguard February 2006 - March 2008
Vanguard January 2005 - February 2006
Citizens Bank September 2003 - September 2004
ING Direct / ING Direct Securities February 2003 - September 2003
ING Direct / ING Direct Securities August 2001 - February 2003
Skills
Customer Service, Sales Operations, Microsoft Excel, Sales, CRM, Account Management, Leadership, Analysis, Coaching, Strategic Planning, Social Media, Data Analysis, Team Leadership, Customer Satisfaction, Time Management, Refereeing, Public Speaking, Microsoft Word
Education
La Salle University
Bachelor of Science, Majors in Marketing and German
US Soccer Federation September 2002 - Present
Delaware Soccer Officials Association September 2001 - Present
Barclaycard US December 2012 - April 2013
Biddle Capital Management March 2012 - June 2012
Vanguard March 2008 - August 2011
Vanguard February 2006 - March 2008
Vanguard January 2005 - February 2006
Citizens Bank September 2003 - September 2004
ING Direct / ING Direct Securities February 2003 - September 2003
ING Direct / ING Direct Securities August 2001 - February 2003
Skills
Customer Service, Sales Operations, Microsoft Excel, Sales, CRM, Account Management, Leadership, Analysis, Coaching, Strategic Planning, Social Media, Data Analysis, Team Leadership, Customer Satisfaction, Time Management, Refereeing, Public Speaking, Microsoft Word
Education
La Salle University
Bachelor of Science, Majors in Marketing and German
Ronald S. Beverly II Ronald S. Beverly II's Vanguard Experience November 2012 - December 2013
Job Senior Compliance Coordinator at UnitedHealth Group
Industry Marketing and Advertising
Experience
UnitedHealth Group September 2014 - Present
Pep Boys June 2008 - Present
Robert Half February 2014 - August 2014
Vanguard November 2012 - December 2013
Fastenal January 2012 - May 2012
Kutztown Rugby September 2008 - May 2012
Skills
Social Networking, Motivation, Friendly Personality, Sales, Retail, Sales Operations, Time Management, Leadership, Marketing, Account Management, Merchandising, Facebook, Lead Generation, Social Media Marketing, Email Marketing, Advertising, Direct Marketing, Cold Calling, Market Research, Marketing Strategy, Visual Merchandising, Customer Service, Marketing Communications, Social Media, Direct Sales, Team Leadership
Education
Kutztown University of Pennsylvania 2007 — 2012
Bachelor's degree, Marketing
UnitedHealth Group September 2014 - Present
Pep Boys June 2008 - Present
Robert Half February 2014 - August 2014
Vanguard November 2012 - December 2013
Fastenal January 2012 - May 2012
Kutztown Rugby September 2008 - May 2012
Skills
Social Networking, Motivation, Friendly Personality, Sales, Retail, Sales Operations, Time Management, Leadership, Marketing, Account Management, Merchandising, Facebook, Lead Generation, Social Media Marketing, Email Marketing, Advertising, Direct Marketing, Cold Calling, Market Research, Marketing Strategy, Visual Merchandising, Customer Service, Marketing Communications, Social Media, Direct Sales, Team Leadership
Education
Kutztown University of Pennsylvania 2007 — 2012
Bachelor's degree, Marketing
Nicole Brumbley Nicole Brumbley's Vanguard Experience September 2014 - Present
Job Retail Services Core/Voyager
Industry Public Relations and Communications
Experience
Vanguard September 2014 - Present
Kforce Inc May 2014 - September 2014
PPL Corporation January 2014 - May 2014
C.H. Robinson May 2013 - August 2013
Herr Foods Inc. January 2011 - December 2012
Walnut Spring's Farm May 2008 - January 2011
Skills
Social Media, Facebook, Social Networking, Strategic Communications, Public Relations, Event Planning, Blogging, Marketing Communications, Editing, Social Media Marketing, Press Releases, Media Relations, Advertising, Sales, Marketing, Time Management, Teamwork, Leadership, Communication
Education
Kutztown University of Pennsylvania 2010 — 2014
Bachelor's Degree, Communication and Media Studies
Vanguard September 2014 - Present
Kforce Inc May 2014 - September 2014
PPL Corporation January 2014 - May 2014
C.H. Robinson May 2013 - August 2013
Herr Foods Inc. January 2011 - December 2012
Walnut Spring's Farm May 2008 - January 2011
Skills
Social Media, Facebook, Social Networking, Strategic Communications, Public Relations, Event Planning, Blogging, Marketing Communications, Editing, Social Media Marketing, Press Releases, Media Relations, Advertising, Sales, Marketing, Time Management, Teamwork, Leadership, Communication
Education
Kutztown University of Pennsylvania 2010 — 2014
Bachelor's Degree, Communication and Media Studies
Victoria Hoer (Clair) Victoria Hoer (Clair)'s Vanguard Experience February 2015 - Present
Job Financial Advisor at Vanguard
Industry Financial Services
Experience
Vanguard February 2015 - Present
Vanguard February 2012 - February 2015
Holiday Inn Express: Exton, PA May 2009 - May 2012
Skills
Microsoft Excel, Research, Budgets, Data Analysis, Teamwork, Spreadsheets, Leadership, Training, Quality Control, Analytical Skills, Job Aids, Finance, Management, Financial Analysis, Financial Services, Communication, CRM, Investments
Education
Temple University - James E. Beasley School of Law 2011 — 2012
King's College 2006 — 2010
B. S., Biology
Vanguard February 2015 - Present
Vanguard February 2012 - February 2015
Holiday Inn Express: Exton, PA May 2009 - May 2012
Skills
Microsoft Excel, Research, Budgets, Data Analysis, Teamwork, Spreadsheets, Leadership, Training, Quality Control, Analytical Skills, Job Aids, Finance, Management, Financial Analysis, Financial Services, Communication, CRM, Investments
Education
Temple University - James E. Beasley School of Law 2011 — 2012
King's College 2006 — 2010
B. S., Biology
Nicco Angelone Nicco Angelone's Vanguard Experience September 2013 - Present
Job Financial Analyst Corporate Treasury at Vanguard
Industry Financial Services
Experience
Vanguard September 2013 - Present
Vanguard August 2012 - Present
The Vanguard Group June 2011 - August 2011
Air Products and Chemicals, Inc. June 2010 - November 2010
Skills
Finance, Financial Analysis, Mutual Funds, Investments, Financial Modeling, Analysis
Education
Kutztown University of Pennsylvania 2008 — 2012
Bachelor of Science in Business Administration (BSBA), Finance and Accounting
Vanguard September 2013 - Present
Vanguard August 2012 - Present
The Vanguard Group June 2011 - August 2011
Air Products and Chemicals, Inc. June 2010 - November 2010
Skills
Finance, Financial Analysis, Mutual Funds, Investments, Financial Modeling, Analysis
Education
Kutztown University of Pennsylvania 2008 — 2012
Bachelor of Science in Business Administration (BSBA), Finance and Accounting
Vincent Sobocinski, CFP®'s Vanguard Experience January 2015 - Present
Job Retail Investor Group Expert Center for Excellence
Industry Financial Services
Experience
Vanguard January 2015 - Present
Vanguard March 2013 - Present
Vanguard June 2011 - February 2013
Vanguard September 2008 - June 2011
Vanguard June 2007 - September 2008
Quest Diagnostics May 2006 - August 2006
Skills
Retirement, Investments, Series 6, Defined Benefit, FINRA, Series 63, Series 7, Qualified Retirement..., Financial Analysis, 401k, Relationship Management, Portfolio Management, Asset Management, Leadership, Retirement Planning, PowerPoint, Strategic Planning, CRM, Process Improvement, Asset Allocation, Mutual Funds
Education
Saint Joseph's University 2008 — 2012
Master of Business Administration (M.B.A.), Finance, General
King's College 2003 — 2007
Bachelor of Science, Business Administration
Vanguard January 2015 - Present
Vanguard March 2013 - Present
Vanguard June 2011 - February 2013
Vanguard September 2008 - June 2011
Vanguard June 2007 - September 2008
Quest Diagnostics May 2006 - August 2006
Skills
Retirement, Investments, Series 6, Defined Benefit, FINRA, Series 63, Series 7, Qualified Retirement..., Financial Analysis, 401k, Relationship Management, Portfolio Management, Asset Management, Leadership, Retirement Planning, PowerPoint, Strategic Planning, CRM, Process Improvement, Asset Allocation, Mutual Funds
Education
Saint Joseph's University 2008 — 2012
Master of Business Administration (M.B.A.), Finance, General
King's College 2003 — 2007
Bachelor of Science, Business Administration
Kyle Power Kyle Power's Vanguard Experience March 2014 - Present
Job Software Engineer at Vanguard
Industry Computer Software
Experience
Vanguard March 2014 - Present
CRF Health September 2013 - March 2014
ModSpace July 2013 - September 2013
Michigan Campus February 2012 - February 2013
AdeptResults July 2009 - January 2012
The Hershey Company May 2008 - August 2008
Skills
Unix, Solaris, Servers, System Administration, Software Documentation, Java, SQL, HTML, C++, Databases, JavaScript
Education
Kutztown University of Pennsylvania 2005 — 2009
B.S., Computer Science
Vanguard March 2014 - Present
CRF Health September 2013 - March 2014
ModSpace July 2013 - September 2013
Michigan Campus February 2012 - February 2013
AdeptResults July 2009 - January 2012
The Hershey Company May 2008 - August 2008
Skills
Unix, Solaris, Servers, System Administration, Software Documentation, Java, SQL, HTML, C++, Databases, JavaScript
Education
Kutztown University of Pennsylvania 2005 — 2009
B.S., Computer Science
Stephanie Applegate Stephanie Applegate's Vanguard Experience March 2014 - Present
Job Supervisor at Vanguard
Industry Financial Services
Experience
Vanguard March 2014 - Present
Vanguard November 2012 - March 2014
Vanguard June 2011 - November 2012
Sallie Mae August 2010 - June 2011
Weis Markets August 2004 - May 2011
Kutztown University January 2008 - December 2009
Skills
Customer Service, Microsoft Office, PowerPoint, Social Media, Marketing, Microsoft Excel, Event Planning, Sales, Microsoft Word, Facebook, Social Networking, Social Media Marketing, Leadership, Public Speaking, Public Relations
Education
Kutztown University of Pennsylvania 2006 — 2009
Bachelor of Science (BS), Marketing
Vanguard March 2014 - Present
Vanguard November 2012 - March 2014
Vanguard June 2011 - November 2012
Sallie Mae August 2010 - June 2011
Weis Markets August 2004 - May 2011
Kutztown University January 2008 - December 2009
Skills
Customer Service, Microsoft Office, PowerPoint, Social Media, Marketing, Microsoft Excel, Event Planning, Sales, Microsoft Word, Facebook, Social Networking, Social Media Marketing, Leadership, Public Speaking, Public Relations
Education
Kutztown University of Pennsylvania 2006 — 2009
Bachelor of Science (BS), Marketing
Anne Brewer Anne Brewer's Vanguard Experience May 2015 - July 2015
Job Aspiring Marketing and Finance Undergraduate Student
Industry Marketing and Advertising
Experience
La Salle University May 2014 - Present
The Collegian at La Salle University August 2014 - Present
Vanguard May 2015 - July 2015
KYW Newsradio September 2014 - December 2014
McDonald's Corporation May 2014 - December 2014
Skills
Leadership, Customer Service, Management, Time Management, Public Speaking, Teamwork, Organizational..., Microsoft Office, Social Media, Social Networking, Student Leadership, Advertising, Event Planning, Strategic Planning, Photoshop, PowerPoint, Facebook
Education
La Salle University 2013 — 2017
Intended Bachelor of Science, Marketing and Finance, 3.74 GPA
Our Lady of Mercy Academy 2009 — 2013
High School Diploma, 3.95 GPA
La Salle University May 2014 - Present
The Collegian at La Salle University August 2014 - Present
Vanguard May 2015 - July 2015
KYW Newsradio September 2014 - December 2014
McDonald's Corporation May 2014 - December 2014
Skills
Leadership, Customer Service, Management, Time Management, Public Speaking, Teamwork, Organizational..., Microsoft Office, Social Media, Social Networking, Student Leadership, Advertising, Event Planning, Strategic Planning, Photoshop, PowerPoint, Facebook
Education
La Salle University 2013 — 2017
Intended Bachelor of Science, Marketing and Finance, 3.74 GPA
Our Lady of Mercy Academy 2009 — 2013
High School Diploma, 3.95 GPA
Douglas Sanders Douglas Sanders's Vanguard Experience December 1999 - June 2000
Job Executive Director, Business and Commercial Services Testing & Automation at Comcast
Industry Telecommunications
Experience
Comcast March 2015 - Present
Comcast Cable December 2008 - Present
Comcast Cable October 2007 - May 2009
Comcast Cable December 2005 - October 2007
GSI Commerce 2002 - 2006
Imedium June 2000 - May 2002
Vanguard December 1999 - June 2000
Household International (HFC) May 1999 - December 1999
DecisionOne August 1996 - May 1999
Roxx Recording Studios 1988 - 1989
Skills
Java, JSP, Spring Webflow, Hibernate, PHP, C, C++, Visual Basic, ASP.NET, Data Mapping, XML, SQL, T-SQL, Informix, Oracle, Web Development, Weblogic, IAS, Tomcat, Apache, MySQL, DB2/SQL, Access, JavaScript, J2EE, Ant, Agile, Scrum, Rally, Automation, Perl, Performance Management, Load Testing, Continuous Integration, JUnit, TestNG, LDAP, JIRA, Team Building, Team Management, Team Leadership, Integration, Test Automation, Process Development, SOAP, Subversion, Web Services, Shell Scripting, SOA, Eclipse
Education
Scaled Agile Academy
SAFe Practitioner (SP)
Scaled Agile Academy
Scaled Agile Framework Agilist
Kutztown University of Pennsylvania 1991 — 1995
B.S.
West Virginia State University 1984 — 1988
BS
Penn State University 2000 — 2002
Scaled Agile Academy 2013 — 2013
Scaled Agile Framework Practitioner Certification
Vidiom 2006 — 2006
Mercator International 2000 — 2000
Mercator Mapping certification
Learning Tree International 2010 — 2010
Building High-Performance Teams
Learning Tree International 2008 — 2008
Comcast March 2015 - Present
Comcast Cable December 2008 - Present
Comcast Cable October 2007 - May 2009
Comcast Cable December 2005 - October 2007
GSI Commerce 2002 - 2006
Imedium June 2000 - May 2002
Vanguard December 1999 - June 2000
Household International (HFC) May 1999 - December 1999
DecisionOne August 1996 - May 1999
Roxx Recording Studios 1988 - 1989
Skills
Java, JSP, Spring Webflow, Hibernate, PHP, C, C++, Visual Basic, ASP.NET, Data Mapping, XML, SQL, T-SQL, Informix, Oracle, Web Development, Weblogic, IAS, Tomcat, Apache, MySQL, DB2/SQL, Access, JavaScript, J2EE, Ant, Agile, Scrum, Rally, Automation, Perl, Performance Management, Load Testing, Continuous Integration, JUnit, TestNG, LDAP, JIRA, Team Building, Team Management, Team Leadership, Integration, Test Automation, Process Development, SOAP, Subversion, Web Services, Shell Scripting, SOA, Eclipse
Education
Scaled Agile Academy
SAFe Practitioner (SP)
Scaled Agile Academy
Scaled Agile Framework Agilist
Kutztown University of Pennsylvania 1991 — 1995
B.S.
West Virginia State University 1984 — 1988
BS
Penn State University 2000 — 2002
Scaled Agile Academy 2013 — 2013
Scaled Agile Framework Practitioner Certification
Vidiom 2006 — 2006
Mercator International 2000 — 2000
Mercator Mapping certification
Learning Tree International 2010 — 2010
Building High-Performance Teams
Learning Tree International 2008 — 2008
Rachel Herron Rachel Herron's Vanguard Experience July 2014 - September 2015
Job Financial Analyst at DBi Services
Industry Financial Services
Experience
DBi Services September 2015 - Present
Vanguard July 2014 - September 2015
J.H. Williams & Co., LLP January 2013 - April 2013
Skills
Microsoft Excel, Financial Reporting, Time Management, Sales, Microsoft Word, PowerPoint, Microsoft Office, Customer Service, Restaurants, Data Entry, Social Media, Food, Team Building, Training, English, Accounting, QuickBooks, Financial Analysis, Teamwork, Leadership, Access, Financial Accounting
Education
King's College 2010 — 2014
Bachelor of Science in Business Administration, Accounting and Finance, 3.7
DBi Services September 2015 - Present
Vanguard July 2014 - September 2015
J.H. Williams & Co., LLP January 2013 - April 2013
Skills
Microsoft Excel, Financial Reporting, Time Management, Sales, Microsoft Word, PowerPoint, Microsoft Office, Customer Service, Restaurants, Data Entry, Social Media, Food, Team Building, Training, English, Accounting, QuickBooks, Financial Analysis, Teamwork, Leadership, Access, Financial Accounting
Education
King's College 2010 — 2014
Bachelor of Science in Business Administration, Accounting and Finance, 3.7
Jamila Muse's Vanguard Experience April 2011 - Present
Job Client Relationship Associate at Vanguard
Industry Financial Services
Experience
Vanguard April 2011 - Present
Bankers Life and Casualty July 2010 - December 2010
J.G. Wentworth May 2004 - December 2008
JG Wentworth 2004 - 2008
Cash Net 2003 - 2004
Skills
Project Management, Customer Serivce, Financial Risk, Quality Auditing, Sales, Program Management, Interpersonal...
Education
Keller Graduate School of Management 2008 — 2010
MSPM/MBA, Project Managment
La Salle University 1999 — 2008
BSBA, Accounting
Vanguard April 2011 - Present
Bankers Life and Casualty July 2010 - December 2010
J.G. Wentworth May 2004 - December 2008
JG Wentworth 2004 - 2008
Cash Net 2003 - 2004
Skills
Project Management, Customer Serivce, Financial Risk, Quality Auditing, Sales, Program Management, Interpersonal...
Education
Keller Graduate School of Management 2008 — 2010
MSPM/MBA, Project Managment
La Salle University 1999 — 2008
BSBA, Accounting
Tim Marrer Tim Marrer's Vanguard Experience January 2012 - July 2013
Job Forecasting Manager at GlaxoSmithKline
Industry Pharmaceuticals
Experience
GlaxoSmithKline June 2015 - Present
GlaxoSmithKline July 2013 - June 2015
Vanguard January 2012 - July 2013
Merck March 2011 - January 2012
Merck March 2011 - January 2012
Merck May 2009 - April 2011
Merck September 2006 - May 2009
Army Audit Agency July 2005 - September 2006
Skills
Auditing, Forecasting, Business Process..., PeopleSoft, Microsoft Excel, Management, Financial Reporting, Microsoft Office, Budgets, Financial Analysis, Corporate Finance, Sarbanes-Oxley Act, Finance, Analysis
Education
Villanova University 2008 — 2010
King's College 2001 — 2005
BS, Accounting
LCHS
GlaxoSmithKline June 2015 - Present
GlaxoSmithKline July 2013 - June 2015
Vanguard January 2012 - July 2013
Merck March 2011 - January 2012
Merck March 2011 - January 2012
Merck May 2009 - April 2011
Merck September 2006 - May 2009
Army Audit Agency July 2005 - September 2006
Skills
Auditing, Forecasting, Business Process..., PeopleSoft, Microsoft Excel, Management, Financial Reporting, Microsoft Office, Budgets, Financial Analysis, Corporate Finance, Sarbanes-Oxley Act, Finance, Analysis
Education
Villanova University 2008 — 2010
King's College 2001 — 2005
BS, Accounting
LCHS
Christine Ballantine's Vanguard Experience January 2000 - January 2002
Job Board Certified Holistic Health Coach, Motivational Speaker
Industry Health, Wellness and Fitness
Experience
Christine Ballantine, LLC Certified Holistic Health Coach March 2009 - Present
The Women's Business Forum of Bucks County June 2013 - August 2014
Vanguard January 2000 - January 2002
Vanguard January 1995 - January 2000
Vanguard January 1993 - January 1995
Vanguard January 1985 - January 1993
Skills
Wellness, Nutrition, Holistic Health, Health, Leadership, Dynamic Speaker, Nutritional Counseling, Lifestyle, Public Speaking, Small Business, Marketing, Healthcare, Coaching, Sales, Corporations, Wellness Coaching, Personal Development, Wellbeing, Stress Management, Lifestyle Coaching, Workshop Facilitation, Healing, Fitness, Stress, Life Coaching, Nonprofits
Education
Institute for Integrative Nutrition 2009 — 2010
Certified, Nutrition and Wellness
La Salle University 1978 — 1981
BS, Business Administration, Management
Christine Ballantine, LLC Certified Holistic Health Coach March 2009 - Present
The Women's Business Forum of Bucks County June 2013 - August 2014
Vanguard January 2000 - January 2002
Vanguard January 1995 - January 2000
Vanguard January 1993 - January 1995
Vanguard January 1985 - January 1993
Skills
Wellness, Nutrition, Holistic Health, Health, Leadership, Dynamic Speaker, Nutritional Counseling, Lifestyle, Public Speaking, Small Business, Marketing, Healthcare, Coaching, Sales, Corporations, Wellness Coaching, Personal Development, Wellbeing, Stress Management, Lifestyle Coaching, Workshop Facilitation, Healing, Fitness, Stress, Life Coaching, Nonprofits
Education
Institute for Integrative Nutrition 2009 — 2010
Certified, Nutrition and Wellness
La Salle University 1978 — 1981
BS, Business Administration, Management
Jennifer Klenk Jennifer Klenk's Vanguard Experience June 2015 - Present
Job Institutional Investor Group, Client Administration Manager at Vanguard
Industry Financial Services
Experience
Vanguard June 2015 - Present
Vanguard June 2014 - June 2015
Vanguard 2009 - 2014
Vanguard 2003 - 2009
Vanguard 2000 - 2003
Skills
Relationship Management, Corporate Recruiting, Sales Management, Sales, Team Leadership, Cross-functional Team..., Defined Contribution, Retirement, Retirement Planning
Education
Kutztown University of Pennsylvania
Bachelor of Science in Education
Vanguard June 2015 - Present
Vanguard June 2014 - June 2015
Vanguard 2009 - 2014
Vanguard 2003 - 2009
Vanguard 2000 - 2003
Skills
Relationship Management, Corporate Recruiting, Sales Management, Sales, Team Leadership, Cross-functional Team..., Defined Contribution, Retirement, Retirement Planning
Education
Kutztown University of Pennsylvania
Bachelor of Science in Education
Jonathan MacQueen Jonathan MacQueen's Vanguard Experience April 2007 - August 2010
Job Vice president at Major League Ultimate (MLU)
Industry Sports
Experience
Major League Ultimate (MLU) January 2014 - Present
Comcast Business Class January 2012 - January 2013
Vanguard April 2007 - August 2010
Skills
Sales Presentations, Social Media, Outside Sales, Cold Calling, Salesforce.com, Highly personable, Direct Sales, Qualifying Prospects, Deal Closure, Sales Prospecting, Building Relationships, Inside Sales, Customer Acquisition, Sales Force Development, Lead Generation, Selling Skills, Customer Retention, Sales, Social Media Marketing, Customer Service, Sales Management, Leadership, Team Building, Relationship Building, Social Networking, Marketing Strategy, Marketing, Microsoft Office
Education
Kutztown University of Pennsylvania 2002 — 2006
Business/Corporate Communications
Upper Moreland High School 1998 — 2002
Major League Ultimate (MLU) January 2014 - Present
Comcast Business Class January 2012 - January 2013
Vanguard April 2007 - August 2010
Skills
Sales Presentations, Social Media, Outside Sales, Cold Calling, Salesforce.com, Highly personable, Direct Sales, Qualifying Prospects, Deal Closure, Sales Prospecting, Building Relationships, Inside Sales, Customer Acquisition, Sales Force Development, Lead Generation, Selling Skills, Customer Retention, Sales, Social Media Marketing, Customer Service, Sales Management, Leadership, Team Building, Relationship Building, Social Networking, Marketing Strategy, Marketing, Microsoft Office
Education
Kutztown University of Pennsylvania 2002 — 2006
Business/Corporate Communications
Upper Moreland High School 1998 — 2002
William Nestor Jr's Vanguard Experience October 2013 - Present
Job Financial Processor at Vanguard
Industry Higher Education
Experience
Vanguard October 2013 - Present
Randstad USA - Contractor for The Vanguard Group December 2012 - October 2013
Wegmans Food Markets September 2007 - February 2013
Wegmans Food Markets September 2012 - November 2012
Kutztown University September 2010 - 2011
Skills
Visual Basic, Statistics, Calculus, PowerPoint, LaTeX, Microsoft Word, Microsoft Excel, Windows, Access, SQL, Time Management, Critical Thinking, Coaching, Series 6, Series 63, C++, Linear Programming, Linear Algebra, Algebra, Problem Solving, Probability, Probability Theory, Differential Equations, Tai Chi, Excel, Business Statistics, Hypothesis Testing, Applied Mathematics, Mathematics, Physics, Ancient History, Word
Education
Kutztown University of Pennsylvania 2008 — 2012
Bachelor of Science (BS), Mathematics
Vanguard October 2013 - Present
Randstad USA - Contractor for The Vanguard Group December 2012 - October 2013
Wegmans Food Markets September 2007 - February 2013
Wegmans Food Markets September 2012 - November 2012
Kutztown University September 2010 - 2011
Skills
Visual Basic, Statistics, Calculus, PowerPoint, LaTeX, Microsoft Word, Microsoft Excel, Windows, Access, SQL, Time Management, Critical Thinking, Coaching, Series 6, Series 63, C++, Linear Programming, Linear Algebra, Algebra, Problem Solving, Probability, Probability Theory, Differential Equations, Tai Chi, Excel, Business Statistics, Hypothesis Testing, Applied Mathematics, Mathematics, Physics, Ancient History, Word
Education
Kutztown University of Pennsylvania 2008 — 2012
Bachelor of Science (BS), Mathematics
Rachel Caldwell Rachel Caldwell's Vanguard Experience March 2015 - Present
Job Head of Design, Brand Management
Industry Financial Services
Experience
Vanguard March 2015 - Present
Vanguard November 1997 - March 2015
West Chester University of Pennsylvania September 2004 - May 2008
DH2 Design Communications February 1994 - November 1997
Didona Design Associates January 1993 - February 1994
Skills
Graphic Design, Design Management, Brand Development, Brand Development..., Campaign Management, B2B Marketing, Direct Response, Advertising, People Development, Leadership, Team Leadership, Web Design, Direct Mail Campaigns, Charity Work, Branding & Identity, Brand Management, Communication Skills, Performance Management, Six Sigma, B2C marketing, Consumer Marketing, Social Media, Social Media Marketing, Social Media Advertising, Integrated Marketing, Digital Marketing, Information Graphics, Digital Illustration, Art Direction, Brochures, Typography, Drawing, Creative Direction, Illustration
Education
Stanford University Graduate School of Business 2015 — 2015
d.school Executive Training, Design Thinking
Kutztown University of Pennsylvania 1988 — 1992
Bachelor's degree, Graphic Design & Advertising
Fall Mountain Regional High School
Vanguard March 2015 - Present
Vanguard November 1997 - March 2015
West Chester University of Pennsylvania September 2004 - May 2008
DH2 Design Communications February 1994 - November 1997
Didona Design Associates January 1993 - February 1994
Skills
Graphic Design, Design Management, Brand Development, Brand Development..., Campaign Management, B2B Marketing, Direct Response, Advertising, People Development, Leadership, Team Leadership, Web Design, Direct Mail Campaigns, Charity Work, Branding & Identity, Brand Management, Communication Skills, Performance Management, Six Sigma, B2C marketing, Consumer Marketing, Social Media, Social Media Marketing, Social Media Advertising, Integrated Marketing, Digital Marketing, Information Graphics, Digital Illustration, Art Direction, Brochures, Typography, Drawing, Creative Direction, Illustration
Education
Stanford University Graduate School of Business 2015 — 2015
d.school Executive Training, Design Thinking
Kutztown University of Pennsylvania 1988 — 1992
Bachelor's degree, Graphic Design & Advertising
Fall Mountain Regional High School
Jeffrey Giacoponello Jeffrey Giacoponello's Vanguard Experience 2004 - 2007
Job AVP, Talent Partner at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group January 2014 - Present
Lincoln Financial Group September 2011 - January 2014
Lincoln Financial Group July 2007 - September 2011
Vanguard 2004 - 2007
UBS 2001 - 2004
JP Morgan 1999 - 2001
Skills
Performance Management, Talent Management, Financial Services, Leadership, Recruiting, Training, Management, Program Management, Process Improvement, Human Resources, Employee Engagement, Leadership Development, Succession Planning, Coaching, Risk Management
Education
University of Pennsylvania - The Wharton School 2014 — 2014
Executive Development Program
Penn State University 2005 — 2007
Masters, Leadership Development
King's College London, U. of London 1999 — 1999
Greenbelt Certified - DMAIIC, Six-Sigma
Saint Joseph's University 1995 — 1999
Bachlors, Finance
William Tennent
William Tennent
Lincoln Financial Group January 2014 - Present
Lincoln Financial Group September 2011 - January 2014
Lincoln Financial Group July 2007 - September 2011
Vanguard 2004 - 2007
UBS 2001 - 2004
JP Morgan 1999 - 2001
Skills
Performance Management, Talent Management, Financial Services, Leadership, Recruiting, Training, Management, Program Management, Process Improvement, Human Resources, Employee Engagement, Leadership Development, Succession Planning, Coaching, Risk Management
Education
University of Pennsylvania - The Wharton School 2014 — 2014
Executive Development Program
Penn State University 2005 — 2007
Masters, Leadership Development
King's College London, U. of London 1999 — 1999
Greenbelt Certified - DMAIIC, Six-Sigma
Saint Joseph's University 1995 — 1999
Bachlors, Finance
William Tennent
William Tennent
Karuna Gollapudi Karuna Gollapudi's Vanguard Experience January 2007 - October 2009
Job Sr Cognos Developer at Vertex Inc.
Industry Computer Software
Experience
Vertex Inc. October 2013 - Present
Indotronix International June 2011 - Present
AIG April 2013 - September 2013
Merck 2011 - April 2013
AIG 2013 - 2013
Bank of America 2010 - 2011
Merck October 2009 - 2010
Vanguard January 2007 - October 2009
Abbott 2006 - 2007
Skills
Business Intelligence, Oracle, DB2, SDLC, Microsoft SQL Server, SQL*Plus, Cognos, SQL Navigator, Reporting & Analysis, Agile Methodologies
Education
KTH Royal Institute of Technology 2003 — 2005
Masters in Information Technology, Specialization in Engineering and Management of Information Systems
Koneru Lakshmaiah College of Engineering 1997 — 2001
Bachelor of Technology (B.Tech.), Information Science and Technology
Vertex Inc. October 2013 - Present
Indotronix International June 2011 - Present
AIG April 2013 - September 2013
Merck 2011 - April 2013
AIG 2013 - 2013
Bank of America 2010 - 2011
Merck October 2009 - 2010
Vanguard January 2007 - October 2009
Abbott 2006 - 2007
Skills
Business Intelligence, Oracle, DB2, SDLC, Microsoft SQL Server, SQL*Plus, Cognos, SQL Navigator, Reporting & Analysis, Agile Methodologies
Education
KTH Royal Institute of Technology 2003 — 2005
Masters in Information Technology, Specialization in Engineering and Management of Information Systems
Koneru Lakshmaiah College of Engineering 1997 — 2001
Bachelor of Technology (B.Tech.), Information Science and Technology
William Coleman's Vanguard Experience March 2009 - Present
Job Portfolio Manager / Trader at Vanguard
Industry Investment Management
Experience
Vanguard March 2009 - Present
Vanguard April 2007 - March 2009
Vanguard June 2006 - April 2007
City of Wilkes-Barre December 2005 - May 2006
Sallie Mae May 2005 - December 2005
Education
Saint Joseph's University - Erivan K. Haub School of Business 2007 — 2009
Masters of Science, Financial Services
King's College 2002 — 2006
Bachelor of Science, Business Administration, Finance
Blue Ridge High School 1998 — 2002
Vanguard March 2009 - Present
Vanguard April 2007 - March 2009
Vanguard June 2006 - April 2007
City of Wilkes-Barre December 2005 - May 2006
Sallie Mae May 2005 - December 2005
Education
Saint Joseph's University - Erivan K. Haub School of Business 2007 — 2009
Masters of Science, Financial Services
King's College 2002 — 2006
Bachelor of Science, Business Administration, Finance
Blue Ridge High School 1998 — 2002
Sharmell Ganges, MBA's Vanguard Experience September 2014 - Present
Job Quality Control Consultant at Vanguard
Industry Financial Services
Experience
Vanguard September 2014 - Present
Vanguard May 2013 - August 2014
Vanguard April 2012 - April 2013
Vanguard January 2007 - March 2012
Vanguard September 1999 - December 2006
Vanguard February 1999 - August 1999
QVC 1996 - 1998
Prudential Financial 1994 - 1996
Skills
Microsoft Office, Marketing, HTML, Email Marketing, Dreamweaver, Cognos ReportNet, Process Improvement, Access, Business Analysis, Project Management, Visio, Strategic Planning, SDLC, Data Analysis, Portfolio Management, Fundraising, Program Management, Six Sigma, Report Writing, Financial Analysis, Insurance
Education
La Salle University 2003 — 2007
Master of Business Administration (M.B.A.), Finance, CGPA: 3.8 - Graduated top 20% of the class
University of Pittsburgh 1994 — 1998
Bachelor of Arts Degree, (Dual Majors) Economics & Communications Rhetoric, CGPA: 3.62 -- Magna Cum Laude: Dean's list every semester
Central High School (253) 1990 — 1994
Received 1st Bachelor of Arts Degree upon high school graduation, 4 year University Prep Magnet School, Graduated top 10% of the class
Vanguard September 2014 - Present
Vanguard May 2013 - August 2014
Vanguard April 2012 - April 2013
Vanguard January 2007 - March 2012
Vanguard September 1999 - December 2006
Vanguard February 1999 - August 1999
QVC 1996 - 1998
Prudential Financial 1994 - 1996
Skills
Microsoft Office, Marketing, HTML, Email Marketing, Dreamweaver, Cognos ReportNet, Process Improvement, Access, Business Analysis, Project Management, Visio, Strategic Planning, SDLC, Data Analysis, Portfolio Management, Fundraising, Program Management, Six Sigma, Report Writing, Financial Analysis, Insurance
Education
La Salle University 2003 — 2007
Master of Business Administration (M.B.A.), Finance, CGPA: 3.8 - Graduated top 20% of the class
University of Pittsburgh 1994 — 1998
Bachelor of Arts Degree, (Dual Majors) Economics & Communications Rhetoric, CGPA: 3.62 -- Magna Cum Laude: Dean's list every semester
Central High School (253) 1990 — 1994
Received 1st Bachelor of Arts Degree upon high school graduation, 4 year University Prep Magnet School, Graduated top 10% of the class
Karen Lester Karen Lester's Vanguard Experience May 1990 - August 1994
Job French Teacher at Washington Township High School
Industry Education Management
Experience
jcpenney July 2013 - Present
Washington Township High School September 1991 - Present
TempsAmerica May 1987 - August 2001
Vanguard May 1990 - August 1994
Skills
French, Dutch, Teaching English as a..., Translation, English, K-12 Education, Curriculum Development, Curriculum Design, Classroom Management, Differentiated..., Tutoring, Intercultural..., ESL, Higher Education, Public Speaking
Education
Kutztown University of Pennsylvania 1985 — 1989
Bachelor of Science (B.S.), Education/French
Rowan University
12 graduate credits, Teaching English as a Second or Foreign Language/ESL Language Instructor
jcpenney July 2013 - Present
Washington Township High School September 1991 - Present
TempsAmerica May 1987 - August 2001
Vanguard May 1990 - August 1994
Skills
French, Dutch, Teaching English as a..., Translation, English, K-12 Education, Curriculum Development, Curriculum Design, Classroom Management, Differentiated..., Tutoring, Intercultural..., ESL, Higher Education, Public Speaking
Education
Kutztown University of Pennsylvania 1985 — 1989
Bachelor of Science (B.S.), Education/French
Rowan University
12 graduate credits, Teaching English as a Second or Foreign Language/ESL Language Instructor
Joseph Dennis Kelly Joseph Dennis Kelly's Vanguard Experience 2007 - 2008
Job Lead, Content Strategy & Comms Operations
Industry Public Relations and Communications
Experience
TE Connectivity April 2014 - Present
eBay Inc January 2014 - April 2014
Independence Blue Cross May 2013 - November 2013
Insider News Group January 2013 - August 2013
SAP April 2008 - January 2013
Joseph Dennis Kelly, Consultant 2010 - 2012
Project Management Institute 2004 - 2011
Design Trade Publications 2000 - 2009
Vanguard 2007 - 2008
DesignPhiladelphia 2003 - 2007
Skills
Strategic Communications, Content Strategy, Corporate Communications, Marketing Communications, Editorial, Social Media, Crisis Communications, Newsletters, Journalism, Social Networking, Publishing, Thought Leadership, Editorial Consulting, Speech Writing, Stakeholder Engagement, Communications Planning, Strategic Content..., Political Communication, Grammar, Linguistics, Editorial Product..., Constructive Feedback, Social Media Best..., Digital Communication..., Global Communications, Strategic Partnerships, Change Communications, Cross-functional Team..., Editorial Project..., Analytical Writing, Grassroots Communication, Community Engagement, Editorial Operations, Strategic Studies, Strategy Implementation, Multi-channel Campaign..., International NGOs, Communication Strategy..., Communication Processes, Technical Communication, Style Guides, Editorial Calendars, Transmedia Storytelling, Content Auditing, Content Modeling, Messaging Architecture, Content Governance, Knowledge Sharing, Cross-functional..., Cross-team Communication
Education
University of The Arts 1992 — 1996
BFA, Theater Arts--Acting & Directing
La Salle University 1990 — 1992
English--Writing & Political Systems and Theory
TE Connectivity April 2014 - Present
eBay Inc January 2014 - April 2014
Independence Blue Cross May 2013 - November 2013
Insider News Group January 2013 - August 2013
SAP April 2008 - January 2013
Joseph Dennis Kelly, Consultant 2010 - 2012
Project Management Institute 2004 - 2011
Design Trade Publications 2000 - 2009
Vanguard 2007 - 2008
DesignPhiladelphia 2003 - 2007
Skills
Strategic Communications, Content Strategy, Corporate Communications, Marketing Communications, Editorial, Social Media, Crisis Communications, Newsletters, Journalism, Social Networking, Publishing, Thought Leadership, Editorial Consulting, Speech Writing, Stakeholder Engagement, Communications Planning, Strategic Content..., Political Communication, Grammar, Linguistics, Editorial Product..., Constructive Feedback, Social Media Best..., Digital Communication..., Global Communications, Strategic Partnerships, Change Communications, Cross-functional Team..., Editorial Project..., Analytical Writing, Grassroots Communication, Community Engagement, Editorial Operations, Strategic Studies, Strategy Implementation, Multi-channel Campaign..., International NGOs, Communication Strategy..., Communication Processes, Technical Communication, Style Guides, Editorial Calendars, Transmedia Storytelling, Content Auditing, Content Modeling, Messaging Architecture, Content Governance, Knowledge Sharing, Cross-functional..., Cross-team Communication
Education
University of The Arts 1992 — 1996
BFA, Theater Arts--Acting & Directing
La Salle University 1990 — 1992
English--Writing & Political Systems and Theory
Cameron Henry Cameron Henry's Vanguard Experience August 2014 - Present
Job Brokerage Investment Professional
Industry Financial Services
Experience
Vanguard August 2014 - Present
Johnson County SEATS March 2013 - July 2014
The University of Iowa August 2010 - May 2014
Cedar Falls Utilities May 2011 - August 2011
Skills
Series 63, Mutual Funds, Series 7, Business Planning, Marketing, Networking, Index Funds, Customer Service, Traditional IRA, Asset Allocation, Roth IRA, Business Communications, Client Relations Skills, Sales, Entrepreneurship, Teamwork, Asset Transfers, Direct Rollovers, CRM, Microsoft Word, PowerPoint, Time Management, Investments, Finance, ETFs, Stocks, Fixed Income Securities, ThomsonOne
Education
University of Iowa 2012 — 2014
Bachelor of Arts (B.A.), Communication Studies
Kirkwood Community College 2010 — 2012
Associate of Arts (A.A.), Communication Studies
Vanguard August 2014 - Present
Johnson County SEATS March 2013 - July 2014
The University of Iowa August 2010 - May 2014
Cedar Falls Utilities May 2011 - August 2011
Skills
Series 63, Mutual Funds, Series 7, Business Planning, Marketing, Networking, Index Funds, Customer Service, Traditional IRA, Asset Allocation, Roth IRA, Business Communications, Client Relations Skills, Sales, Entrepreneurship, Teamwork, Asset Transfers, Direct Rollovers, CRM, Microsoft Word, PowerPoint, Time Management, Investments, Finance, ETFs, Stocks, Fixed Income Securities, ThomsonOne
Education
University of Iowa 2012 — 2014
Bachelor of Arts (B.A.), Communication Studies
Kirkwood Community College 2010 — 2012
Associate of Arts (A.A.), Communication Studies
Dylan Devine Dylan Devine's Vanguard Experience December 2014 - Present
Job Fund Financial Associate at Vanguard
Industry Financial Services
Experience
Vanguard December 2014 - Present
Vanguard June 2013 - February 2015
The Home Depot September 2012 - April 2013
Independence Planning Group January 2012 - March 2012
Devine Land and Lawn May 2004 - February 2011
Leukemia and Lymphoma Society October 2010 - October 2010
Bear Creek Ski Resort and Lodge January 2008 - March 2010
Skills
Strategic Financial..., Customer Service, Retirement Planning, Insurance, Financial Analysis, Strategic Planning, Marketing, Investments, Business Planning, Sales, Social Media, Social Networking, Public Speaking, Marketing Strategy, Succession Planning, Communications, Market Research, Fundraising, Finance
Education
Kutztown University of Pennsylvania 2010 — 2012
BS/BA, Marketing
Lehigh Carbon Community CollegeDecember 2007 2005 — 2007
AA, Business Administration
Parkland High School 2001 — 2005
High School Diploma, College Prep
Vanguard December 2014 - Present
Vanguard June 2013 - February 2015
The Home Depot September 2012 - April 2013
Independence Planning Group January 2012 - March 2012
Devine Land and Lawn May 2004 - February 2011
Leukemia and Lymphoma Society October 2010 - October 2010
Bear Creek Ski Resort and Lodge January 2008 - March 2010
Skills
Strategic Financial..., Customer Service, Retirement Planning, Insurance, Financial Analysis, Strategic Planning, Marketing, Investments, Business Planning, Sales, Social Media, Social Networking, Public Speaking, Marketing Strategy, Succession Planning, Communications, Market Research, Fundraising, Finance
Education
Kutztown University of Pennsylvania 2010 — 2012
BS/BA, Marketing
Lehigh Carbon Community CollegeDecember 2007 2005 — 2007
AA, Business Administration
Parkland High School 2001 — 2005
High School Diploma, College Prep
Sunny Panesar Sunny Panesar's Vanguard Experience January 1999 - Present
Job Manager Digital Media Designers at Vanguard
Industry Financial Services
Experience
Vanguard January 1999 - Present
Skills
Digital Media, Video, Microsoft Office, Public Relations, Microsoft Excel, Advertising, Social Media Marketing, Leadership, PowerPoint, Microsoft Word
Education
Kutztown University of Pennsylvania 1991 — 1996
BSA, Art Education
Vanguard January 1999 - Present
Skills
Digital Media, Video, Microsoft Office, Public Relations, Microsoft Excel, Advertising, Social Media Marketing, Leadership, PowerPoint, Microsoft Word
Education
Kutztown University of Pennsylvania 1991 — 1996
BSA, Art Education
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
Albania Espinal's Vanguard Experience April 2014 - Present
Job Investment Specialist, Vanguard
Industry Human Resources
Experience
Vanguard April 2014 - Present
Target June 2013 - August 2013
T-Mobile November 2009 - June 2012
First Commonwealth Federal Credit Union August 2007 - November 2009
Skills
Client Relations, Corporate Communications, Finance, Microsoft Applications, Sales, Computing, Internet Troubleshooting, Remote Troubleshooting, Supervisory Skills, Exceptional research..., Exceptional project..., Customer-focused Service, English & Spanish..., CRM, Interpreting Data, Driving Results, Adaptive Learning, Client Education
Education
Kutztown University of Pennsylvania 2012 — 2013
Bachelor of Science in Business Administration (B.S.B.A.), Human Resources Management/Personnel Administration, General
Lehigh Carbon Community College 2007 — 2009
Associate of Science (A.S.), Business Administration and Management, General
Vanguard April 2014 - Present
Target June 2013 - August 2013
T-Mobile November 2009 - June 2012
First Commonwealth Federal Credit Union August 2007 - November 2009
Skills
Client Relations, Corporate Communications, Finance, Microsoft Applications, Sales, Computing, Internet Troubleshooting, Remote Troubleshooting, Supervisory Skills, Exceptional research..., Exceptional project..., Customer-focused Service, English & Spanish..., CRM, Interpreting Data, Driving Results, Adaptive Learning, Client Education
Education
Kutztown University of Pennsylvania 2012 — 2013
Bachelor of Science in Business Administration (B.S.B.A.), Human Resources Management/Personnel Administration, General
Lehigh Carbon Community College 2007 — 2009
Associate of Science (A.S.), Business Administration and Management, General
Gabrielle Hodgson Gabrielle Hodgson's Vanguard Experience August 2012 - Present
Job Sales Executive at Vanguard
Industry Financial Services
Experience
Vanguard August 2012 - Present
Goldman Sachs Asset Management June 2009 - August 2012
Federated Investors April 2006 - June 2009
Federated Investors, Inc. 2003 - 2006
Skills
Series 7, Series 63, FINRA, Private Equity, Options, Financial Markets, Structured Products, Retirement Planning, Investment Advisory, Portfolio Management, Investment Strategies, Asset Management, Financial Services, Securities
Education
La Roche College 1998 — 2002
Vanguard August 2012 - Present
Goldman Sachs Asset Management June 2009 - August 2012
Federated Investors April 2006 - June 2009
Federated Investors, Inc. 2003 - 2006
Skills
Series 7, Series 63, FINRA, Private Equity, Options, Financial Markets, Structured Products, Retirement Planning, Investment Advisory, Portfolio Management, Investment Strategies, Asset Management, Financial Services, Securities
Education
La Roche College 1998 — 2002
Katie Kupstas Katie Kupstas's Vanguard Experience April 2013 - Present
Job Public Relations Associate at Vanguard
Industry Public Relations and Communications
Experience
Vanguard April 2013 - Present
Vanguard September 2011 - April 2013
Vanguard August 2010 - September 2011
Edward Jones May 2008 - June 2008
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Strategic Communications, Writing, Positioning, Data Analysis, Project Management
Education
Kutztown University of Pennsylvania 2005 — 2009
Bachelor of Science (B.S.), Finance, Marketing
Vanguard April 2013 - Present
Vanguard September 2011 - April 2013
Vanguard August 2010 - September 2011
Edward Jones May 2008 - June 2008
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Strategic Communications, Writing, Positioning, Data Analysis, Project Management
Education
Kutztown University of Pennsylvania 2005 — 2009
Bachelor of Science (B.S.), Finance, Marketing
Kelly Farkas's Vanguard Experience July 2013 - Present
Job Financial Analyst at Vanguard
Industry Financial Services
Experience
Vanguard July 2013 - Present
Vanguard January 2012 - July 2013
Kelly Automotive Group June 2011 - January 2012
SLM Waste Management Services October 2004 - May 2005
Clayton H. Landis Company June 2000 - July 2003
Source One Management December 1998 - February 2000
Skills
Microsoft Office, Microsoft Excel, Leadership, Finance, Management, Analysis, Financial Analysis, Public Speaking, Microsoft Word, PowerPoint, Strategic Planning, Team Leadership, Negotiation, Financial Modeling, Market Research, Sales, Business Development, Customer Service, Data Analysis, Portfolio Management, Investments, Mutual Funds, Process Improvement, Research
Education
Kutztown University of Pennsylvania 2009 — 2011
BSBA, Finance, Economics
Vanguard July 2013 - Present
Vanguard January 2012 - July 2013
Kelly Automotive Group June 2011 - January 2012
SLM Waste Management Services October 2004 - May 2005
Clayton H. Landis Company June 2000 - July 2003
Source One Management December 1998 - February 2000
Skills
Microsoft Office, Microsoft Excel, Leadership, Finance, Management, Analysis, Financial Analysis, Public Speaking, Microsoft Word, PowerPoint, Strategic Planning, Team Leadership, Negotiation, Financial Modeling, Market Research, Sales, Business Development, Customer Service, Data Analysis, Portfolio Management, Investments, Mutual Funds, Process Improvement, Research
Education
Kutztown University of Pennsylvania 2009 — 2011
BSBA, Finance, Economics
Mike Dunlap's Vanguard Experience March 2008 - Present
Job
Industry Financial Services
Experience
Vanguard March 2008 - Present
Skills
Graphic Design, User Experience, Interaction Design, Web Design, Adobe Creative Suite, User Interface Design, Creative Direction, Art Direction, Information Architecture, Multimedia, Marketing Communications, User-centered Design, Editing, Visual Communication, Animation, Leadership, Experience Design, Storyboarding, Video Editing, Motion Graphics, HTML5, CCS3
Education
Kutztown University of Pennsylvania 1988 — 1992
Bachelor of Fine Arts (B.F.A.)
William Tennent High School 1985 — 1988
Diploma
Vanguard March 2008 - Present
Skills
Graphic Design, User Experience, Interaction Design, Web Design, Adobe Creative Suite, User Interface Design, Creative Direction, Art Direction, Information Architecture, Multimedia, Marketing Communications, User-centered Design, Editing, Visual Communication, Animation, Leadership, Experience Design, Storyboarding, Video Editing, Motion Graphics, HTML5, CCS3
Education
Kutztown University of Pennsylvania 1988 — 1992
Bachelor of Fine Arts (B.F.A.)
William Tennent High School 1985 — 1988
Diploma
Kenneth Wine Kenneth Wine's Vanguard Experience September 1987 - 2015
Job Manager
Industry Financial Services
Experience
Vanguard September 1987 - 2015
SEI May 1997 - May 1998
Skills
Process Improvement, Leadership, Financial Services, Management, Business Process..., Mutual Funds, Relationship Management, Contingency Planning, Manage Client..., Change Management, Team Leadership, Investments, Kanban, Kaizen, Organizational Structure, Operations Management, Continuous Improvement, Risk Management, Project Management
Education
Kutztown University of Pennsylvania 1983 — 1987
Bachelor of Arts (B.A.), Industrial and Organizational Psychology
Kutztown University
Bachelor's degree
Vanguard September 1987 - 2015
SEI May 1997 - May 1998
Skills
Process Improvement, Leadership, Financial Services, Management, Business Process..., Mutual Funds, Relationship Management, Contingency Planning, Manage Client..., Change Management, Team Leadership, Investments, Kanban, Kaizen, Organizational Structure, Operations Management, Continuous Improvement, Risk Management, Project Management
Education
Kutztown University of Pennsylvania 1983 — 1987
Bachelor of Arts (B.A.), Industrial and Organizational Psychology
Kutztown University
Bachelor's degree
Hieu Bui Hieu Bui's Vanguard Experience June 2011 - October 2013
Job Licensed Real Estate Sales Agent at Keller Williams Realty Group
Industry Real Estate
Experience
Keller Williams Realty Group July 2014 - Present
Vanguard June 2011 - October 2013
Vanguard December 2009 - June 2011
Vanguard December 2007 - December 2009
Vanguard August 2006 - December 2007
Vanguard February 2005 - August 2006
Vanguard April 2002 - February 2005
Vanguard February 2001 - April 2002
Vanguard February 1999 - February 2001
Skills
Project Management, Operations Management, Customer Service, Management, Strategic Planning, Sales, Mentoring, Coaching, Teaching, Trainer, Budgets, Research, Windows, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, English, Photoshop, Lotus Notes, Visio, iGrafx
Education
Kutztown University of Pennsylvania 1994 — 1998
Bachelor of Science (B.S.), Business Administration and Management, General
Pottstown High School 1990 — 1994
Honor Student
Keller Williams Realty Group July 2014 - Present
Vanguard June 2011 - October 2013
Vanguard December 2009 - June 2011
Vanguard December 2007 - December 2009
Vanguard August 2006 - December 2007
Vanguard February 2005 - August 2006
Vanguard April 2002 - February 2005
Vanguard February 2001 - April 2002
Vanguard February 1999 - February 2001
Skills
Project Management, Operations Management, Customer Service, Management, Strategic Planning, Sales, Mentoring, Coaching, Teaching, Trainer, Budgets, Research, Windows, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, English, Photoshop, Lotus Notes, Visio, iGrafx
Education
Kutztown University of Pennsylvania 1994 — 1998
Bachelor of Science (B.S.), Business Administration and Management, General
Pottstown High School 1990 — 1994
Honor Student
Conrad Krieger's Vanguard Experience November 2014 - December 2014
Job Human Resources Assistant at Krapf Bus Companies
Industry Human Resources
Experience
Krapf Bus Companies July 2015 - Present
Krapf Bus Companies March 2015 - July 2015
Best Buy December 2014 - April 2015
Vanguard November 2014 - December 2014
Peace A Pizza April 2011 - November 2012
Peace A Pizza September 2007 - August 2010
Skills
Computer Hardware..., Analytic Problem Solving, Customer Service, Sales Management, Word Processing, Microsoft Office, C++, Microsoft Excel, Microsoft Word, Outlook, CareerBuilder, Recruiting, Human Resources, Technical Support, Hiring
Education
Kutztown University of Pennsylvania 2010 — 2014
Bachelor of Science (B.S.), Industrial and Organizational Psychology
Henderson High School 2005 — 2009
Krapf Bus Companies July 2015 - Present
Krapf Bus Companies March 2015 - July 2015
Best Buy December 2014 - April 2015
Vanguard November 2014 - December 2014
Peace A Pizza April 2011 - November 2012
Peace A Pizza September 2007 - August 2010
Skills
Computer Hardware..., Analytic Problem Solving, Customer Service, Sales Management, Word Processing, Microsoft Office, C++, Microsoft Excel, Microsoft Word, Outlook, CareerBuilder, Recruiting, Human Resources, Technical Support, Hiring
Education
Kutztown University of Pennsylvania 2010 — 2014
Bachelor of Science (B.S.), Industrial and Organizational Psychology
Henderson High School 2005 — 2009
Phil Stefany Phil Stefany's Vanguard Experience July 2013 - Present
Job Fund Financial Analyst The Vanguard Group
Industry Capital Markets
Experience
Vanguard July 2013 - Present
MCD Print & Document Solutions July 2010 - Present
Vanguard January 2012 - July 2013
Kutztown University May 2009 - December 2011
Kutztown University August 2008 - December 2011
Kutztown University Applied Investment Management August 2010 - May 2011
Cracker Barrel November 2007 - September 2009
MCD Print & Document Solutions August 2006 - August 2007
Arnolds Country Mini Mart February 2002 - July 2006
Skills
Leadership, Customer Service, Wall Street Systems..., Documentum, Document Direct, Lotus Notes, SharePoint, Microsoft Office, Data Analysis, Windows Server, Minitab, Document Management, Troubleshooting, Windows, Management, Investments, Access, Microsoft Excel, Banking, Time Management, Mutual Funds, Portfolio Management, Software Documentation, Financial Analysis, Business Analysis
Education
Kutztown University of Pennsylvania 2007 — 2011
B.S.B.A.
The Chubb Institute 2005 — 2006
Diploma
Parsippany Christian School 2001 — 2005
HS Diploma
Vanguard July 2013 - Present
MCD Print & Document Solutions July 2010 - Present
Vanguard January 2012 - July 2013
Kutztown University May 2009 - December 2011
Kutztown University August 2008 - December 2011
Kutztown University Applied Investment Management August 2010 - May 2011
Cracker Barrel November 2007 - September 2009
MCD Print & Document Solutions August 2006 - August 2007
Arnolds Country Mini Mart February 2002 - July 2006
Skills
Leadership, Customer Service, Wall Street Systems..., Documentum, Document Direct, Lotus Notes, SharePoint, Microsoft Office, Data Analysis, Windows Server, Minitab, Document Management, Troubleshooting, Windows, Management, Investments, Access, Microsoft Excel, Banking, Time Management, Mutual Funds, Portfolio Management, Software Documentation, Financial Analysis, Business Analysis
Education
Kutztown University of Pennsylvania 2007 — 2011
B.S.B.A.
The Chubb Institute 2005 — 2006
Diploma
Parsippany Christian School 2001 — 2005
HS Diploma
Eddie Daniels Eddie Daniels's Vanguard Experience September 2013 - Present
Job Retirement Plan Specialist at Vanguard
Industry International Affairs
Experience
Vanguard September 2013 - Present
Harris Teeter April 2007 - July 2013
Harris Teeter April 2005 - January 2007
Skills
Multi Tasking, Spanish, Management, Organization, Finance, Microsoft Word, Customer Service, Leadership, Series 63, Series 6, Time Management, PowerPoint, Communication
Education
University of North Carolina at Charlotte 2007 — 2011
Bachelor of Arts (B.A.), Political Science and Government
Kingston University 2009 — 2009
Political Science and Government
Vanguard September 2013 - Present
Harris Teeter April 2007 - July 2013
Harris Teeter April 2005 - January 2007
Skills
Multi Tasking, Spanish, Management, Organization, Finance, Microsoft Word, Customer Service, Leadership, Series 63, Series 6, Time Management, PowerPoint, Communication
Education
University of North Carolina at Charlotte 2007 — 2011
Bachelor of Arts (B.A.), Political Science and Government
Kingston University 2009 — 2009
Political Science and Government
Brian Kullman Brian Kullman's Vanguard Experience November 2013 - Present
Job Integrated Marketing Specialist
Industry Marketing and Advertising
Experience
Vanguard November 2013 - Present
Vanguard April 2013 - November 2013
Mishimoto May 2012 - April 2013
All Star Baseball Academy November 2011 - May 2012
Invivid Media February 2011 - February 2012
Framelight Productions February 2011 - February 2012
T. Joseph Dunleavy Inc. August 2009 - February 2011
3D Collision (Wayne) November 2008 - July 2009
Copper Mountain Resort November 2007 - May 2008
Skills
Social Media, Digital Video, Digital Photography, Social Media Marketing, Facebook, Social Networking, Marketing, Email Marketing, Online Advertising, Advertising, Event Planning, Final Cut Pro, Customer Service, Video Production, WordPress, PowerPoint, Social Media Measurement, Blogging, Marketing Communications, Web Design, Integrated Marketing, Online Marketing, Digital Media, Sales, Photography
Education
Kutztown University of Pennsylvania 2003 — 2007
BS, Criminal Justice - Minor, Professional Writing
Universidad de Valladolid 2007 — 2007
Semester Study Abroad Summer Program, Spanish Language and Culture
Vanguard November 2013 - Present
Vanguard April 2013 - November 2013
Mishimoto May 2012 - April 2013
All Star Baseball Academy November 2011 - May 2012
Invivid Media February 2011 - February 2012
Framelight Productions February 2011 - February 2012
T. Joseph Dunleavy Inc. August 2009 - February 2011
3D Collision (Wayne) November 2008 - July 2009
Copper Mountain Resort November 2007 - May 2008
Skills
Social Media, Digital Video, Digital Photography, Social Media Marketing, Facebook, Social Networking, Marketing, Email Marketing, Online Advertising, Advertising, Event Planning, Final Cut Pro, Customer Service, Video Production, WordPress, PowerPoint, Social Media Measurement, Blogging, Marketing Communications, Web Design, Integrated Marketing, Online Marketing, Digital Media, Sales, Photography
Education
Kutztown University of Pennsylvania 2003 — 2007
BS, Criminal Justice - Minor, Professional Writing
Universidad de Valladolid 2007 — 2007
Semester Study Abroad Summer Program, Spanish Language and Culture
Michelle J. Ross's Vanguard Experience 1993 - 1996
Job Vice President, Compliance Training Director at Santander Bank, N.A.
Industry Financial Services
Experience
Santander Bank, N.A. February 2015 - Present
Temple University January 2013 - Present
ParenteBeard Wealth Management, LLC January 2011 - December 2014
Curtis Securities, LLC February 2010 - December 2014
Baker Tilly Virchow Krause, LLP (formerly ParenteBeard) November 2009 - December 2014
SEC Compliance Consultants, Inc. 2008 - 2008
Penn Mutual/HTK, Inc. 2004 - 2008
Lincoln Investment Planning, Inc. 1996 - 2004
Vanguard 1993 - 1996
Prudential 1987 - 1993
Skills
Internal Audit, Mutual Funds, Operations Management, Compliance, FINRA, Auditing, Securities, Series 24, Internal Controls, Corporate Governance, Investment Advisory, Hedge Funds, Risk Management, Investments, Budgets, Enterprise Risk..., Series 7, Insurance, Financial Services, Training, Employee Benefits, Policy, Leadership
Education
La Salle University
MBA, Management
University of Virginia
BA, Math
Santander Bank, N.A. February 2015 - Present
Temple University January 2013 - Present
ParenteBeard Wealth Management, LLC January 2011 - December 2014
Curtis Securities, LLC February 2010 - December 2014
Baker Tilly Virchow Krause, LLP (formerly ParenteBeard) November 2009 - December 2014
SEC Compliance Consultants, Inc. 2008 - 2008
Penn Mutual/HTK, Inc. 2004 - 2008
Lincoln Investment Planning, Inc. 1996 - 2004
Vanguard 1993 - 1996
Prudential 1987 - 1993
Skills
Internal Audit, Mutual Funds, Operations Management, Compliance, FINRA, Auditing, Securities, Series 24, Internal Controls, Corporate Governance, Investment Advisory, Hedge Funds, Risk Management, Investments, Budgets, Enterprise Risk..., Series 7, Insurance, Financial Services, Training, Employee Benefits, Policy, Leadership
Education
La Salle University
MBA, Management
University of Virginia
BA, Math
Molly Hartrich Molly Hartrich's Vanguard Experience 2015 - Present
Job Investment Professional at Vanguard
Industry Financial Services
Experience
Vanguard 2015 - Present
Villanova University December 2011 - Present
HENRY Corporation February 2014 - May 2014
Agnesian HealthCare May 2012 - June 2012
DSW May 2011 - August 2011
Tamarak Day Camp June 2008 - August 2010
Skills
Series 7, Series 63, Public Speaking, Research, PowerPoint, Copy Editing, Adobe Creative Suite, Microsoft Office, Communication, Public Relations, Press Releases, Graphic Design, News Writing, Creative Problem Solving, Strategic Planning, Marketing Research
Education
Villanova University 2011 — 2015
Bachelor of Arts (BA), Humanities/Humanistic Studies
Villanova University School of Business 2013 — 2013
Minor, Business
Danish Institute for Study Abroad 2014 — 2014
International Business
Københavns Universitet 2014 — 2014
Philosophy and Religious Studies
Istituto Lorenzo de’Medici 2012 — 2012
Italian Language and Literature
Università degli Studi di Urbino
Italian Language and Literature
Adlai E. Stevenson High School 2008 — 2010
Vanguard 2015 - Present
Villanova University December 2011 - Present
HENRY Corporation February 2014 - May 2014
Agnesian HealthCare May 2012 - June 2012
DSW May 2011 - August 2011
Tamarak Day Camp June 2008 - August 2010
Skills
Series 7, Series 63, Public Speaking, Research, PowerPoint, Copy Editing, Adobe Creative Suite, Microsoft Office, Communication, Public Relations, Press Releases, Graphic Design, News Writing, Creative Problem Solving, Strategic Planning, Marketing Research
Education
Villanova University 2011 — 2015
Bachelor of Arts (BA), Humanities/Humanistic Studies
Villanova University School of Business 2013 — 2013
Minor, Business
Danish Institute for Study Abroad 2014 — 2014
International Business
Københavns Universitet 2014 — 2014
Philosophy and Religious Studies
Istituto Lorenzo de’Medici 2012 — 2012
Italian Language and Literature
Università degli Studi di Urbino
Italian Language and Literature
Adlai E. Stevenson High School 2008 — 2010
Cory Dissinger Cory Dissinger's Vanguard Experience January 2013 - August 2013
Job Software Engineer
Industry Financial Services
Experience
MissionStaff August 2013 - Present
Vanguard January 2013 - August 2013
Vanguard July 2011 - December 2012
Kutztown University August 2010 - May 2011
Kutztown University August 2009 - May 2010
Kutztown University August 2008 - May 2009
Skills
Agile Methodologies, Java, JavaScript, SQL, jQuery, CSS, Python, COBOL, Ruby on Rails, REST, JSF, Subversion, Git, C++, Maven, Web Hosting, Unix Shell Scripting, Apache, Eclipse, Technical Presentations, Software Design, Technical Leadership, Spring, Jenkins, Twitter Bootstrap, Weblogic, Ant, Android Development, Groovy
Education
Kutztown University of Pennsylvania 2007 — 2011
Bachelor of Science (BS), Computer Science, 3.4
MissionStaff August 2013 - Present
Vanguard January 2013 - August 2013
Vanguard July 2011 - December 2012
Kutztown University August 2010 - May 2011
Kutztown University August 2009 - May 2010
Kutztown University August 2008 - May 2009
Skills
Agile Methodologies, Java, JavaScript, SQL, jQuery, CSS, Python, COBOL, Ruby on Rails, REST, JSF, Subversion, Git, C++, Maven, Web Hosting, Unix Shell Scripting, Apache, Eclipse, Technical Presentations, Software Design, Technical Leadership, Spring, Jenkins, Twitter Bootstrap, Weblogic, Ant, Android Development, Groovy
Education
Kutztown University of Pennsylvania 2007 — 2011
Bachelor of Science (BS), Computer Science, 3.4
Denis Olzinski's Vanguard Experience January 2005 - October 2012
Job Retirement plan professional.
Industry Financial Services
Experience
Matrix Trust Company Broadridge February 2014 - Present
Charles Schwab October 2012 - February 2013
Vanguard January 2005 - October 2012
Vanguard January 2001 - December 2005
Vanguard October 1999 - January 2001
Vanguard May 1998 - October 1999
Skills
Relationship Management, Problem Solving, Cross-functional..., Business Analysis..., Client Engagement, Customer Engagement, Risk Management, Employee Benefits, Personal Financial..., Retirement Planning, CRM, Financial Analysis, Finance, Retirement, Investments, Defined Contribution, Mutual Funds, Leadership, 401k, Financial Services
Education
La Salle University
Master of Business Administration (M.B.A.), Accounting
La Salle University
Bachelor of Arts (B.A.), Political Science and Government
Matrix Trust Company Broadridge February 2014 - Present
Charles Schwab October 2012 - February 2013
Vanguard January 2005 - October 2012
Vanguard January 2001 - December 2005
Vanguard October 1999 - January 2001
Vanguard May 1998 - October 1999
Skills
Relationship Management, Problem Solving, Cross-functional..., Business Analysis..., Client Engagement, Customer Engagement, Risk Management, Employee Benefits, Personal Financial..., Retirement Planning, CRM, Financial Analysis, Finance, Retirement, Investments, Defined Contribution, Mutual Funds, Leadership, 401k, Financial Services
Education
La Salle University
Master of Business Administration (M.B.A.), Accounting
La Salle University
Bachelor of Arts (B.A.), Political Science and Government
Molly Brown, PHR Molly Brown, PHR's Vanguard Experience July 2012 - December 2012
Job Associate HR Generalist at CSS Industries, Inc.
Industry Human Resources
Experience
CSS Industries, Inc. October 2015 - Present
CSS Industries, Inc. August 2013 - October 2015
CSS Industries, Inc. February 2013 - August 2013
Vanguard July 2012 - December 2012
GUARD Insurance Group January 2012 - May 2012
Huntsville Executive Search February 2011 - August 2011
Skills
Recruiting, Permanent Placement, Human Resources, Applicant Tracking..., Screening, HRIS, Time Management
Education
King's College 2008 — 2012
Bachelor's degree, Human Resources Management; Marketing
CSS Industries, Inc. October 2015 - Present
CSS Industries, Inc. August 2013 - October 2015
CSS Industries, Inc. February 2013 - August 2013
Vanguard July 2012 - December 2012
GUARD Insurance Group January 2012 - May 2012
Huntsville Executive Search February 2011 - August 2011
Skills
Recruiting, Permanent Placement, Human Resources, Applicant Tracking..., Screening, HRIS, Time Management
Education
King's College 2008 — 2012
Bachelor's degree, Human Resources Management; Marketing
Sam DeWitt Sam DeWitt's Vanguard Experience April 2014 - Present
Job Supervisor at Vanguard
Industry Financial Services
Experience
Vanguard April 2014 - Present
Vanguard November 2013 - April 2014
Vanguard October 2011 - November 2013
Skills
Leadership, Process Improvement, Internal Audit, Project Management, Mentoring, Non-profit Volunteer
Education
Penn State University 2011 — 2014
Master of Business Administration (M.B.A.)
King's College 2003 — 2007
Bachelor of Science (B.S.), Marketing
Vanguard April 2014 - Present
Vanguard November 2013 - April 2014
Vanguard October 2011 - November 2013
Skills
Leadership, Process Improvement, Internal Audit, Project Management, Mentoring, Non-profit Volunteer
Education
Penn State University 2011 — 2014
Master of Business Administration (M.B.A.)
King's College 2003 — 2007
Bachelor of Science (B.S.), Marketing
Nik Martin's Vanguard Experience January 2011 - Present
Job Senior Business Technology Manager at Vanguard
Industry Financial Services
Experience
Vanguard January 2011 - Present
Vanguard April 2006 - January 2011
Vanguard January 2003 - April 2006
Vanguard December 1997 - January 2003
Skills
Leadership, Strategic Planning, Project Portfolio..., Project Management, Business Continuity..., Investments, Mutual Funds, Financial Services, Fund Accounting, Shared Services, Non-profit Board..., Financial Analysis, Risk Management, Contingency Planning, Business Analysis
Education
Pennsylvania State University-Great Valley Graduate Center 1998 — 2000
MBA, Finance
Kutztown University of Pennsylvania 1991 — 1995
BSBA, Accounting
Vanguard January 2011 - Present
Vanguard April 2006 - January 2011
Vanguard January 2003 - April 2006
Vanguard December 1997 - January 2003
Skills
Leadership, Strategic Planning, Project Portfolio..., Project Management, Business Continuity..., Investments, Mutual Funds, Financial Services, Fund Accounting, Shared Services, Non-profit Board..., Financial Analysis, Risk Management, Contingency Planning, Business Analysis
Education
Pennsylvania State University-Great Valley Graduate Center 1998 — 2000
MBA, Finance
Kutztown University of Pennsylvania 1991 — 1995
BSBA, Accounting
Jen Collopy's Vanguard Experience March 2015 - Present
Job Project Specialist, Business Development Group
Industry Financial Services
Experience
Vanguard March 2015 - Present
Vanguard December 2012 - Present
The Vanguard Group August 2008 - January 2013
Thompson Networks September 2006 - July 2008
DaimlerChrysler Financial Services 2004 - 2006
Skills
Project Coordination, Call Center, Communication Training, Telecommunications, Team Leadership, Series 7, Series 63, Training Delivery, Process Improvement, Workforce Management, Problem Solving, Aspect, Call Centers, Business Development, Customer Service, Leadership, Microsoft Excel, Microsoft Office, Project Management, Relationship Management, Series 6
Education
Kutztown University of Pennsylvania 1998 — 2003
Speech communications
Vanguard March 2015 - Present
Vanguard December 2012 - Present
The Vanguard Group August 2008 - January 2013
Thompson Networks September 2006 - July 2008
DaimlerChrysler Financial Services 2004 - 2006
Skills
Project Coordination, Call Center, Communication Training, Telecommunications, Team Leadership, Series 7, Series 63, Training Delivery, Process Improvement, Workforce Management, Problem Solving, Aspect, Call Centers, Business Development, Customer Service, Leadership, Microsoft Excel, Microsoft Office, Project Management, Relationship Management, Series 6
Education
Kutztown University of Pennsylvania 1998 — 2003
Speech communications
Mark Stauffer's Vanguard Experience January 2013 - Present
Job Project Manager at Vanguard
Industry Financial Services
Experience
Vanguard January 2013 - Present
Vanguard January 2008 - December 2012
Vanguard March 2005 - December 2007
Vanguard January 2000 - March 2005
Vanguard January 1997 - January 2000
Skills
Series 63, Series 7, Relationship Management, Mutual Funds, Series 6, Financial Services, Wealth Management, 401k, Leadership, Retirement Planning, Asset Allocation, Investment Strategies, Retirement, Investments, Finance, Securities, Portfolio Management, FINRA, Relationship Building
Education
Kutztown University of Pennsylvania 1990 — 1994
BSED, Biology/General Science
Widener University
Master of Science in Taxation and Financial Planning (MSTFP), Taxation, finance, financial planning
Vanguard January 2013 - Present
Vanguard January 2008 - December 2012
Vanguard March 2005 - December 2007
Vanguard January 2000 - March 2005
Vanguard January 1997 - January 2000
Skills
Series 63, Series 7, Relationship Management, Mutual Funds, Series 6, Financial Services, Wealth Management, 401k, Leadership, Retirement Planning, Asset Allocation, Investment Strategies, Retirement, Investments, Finance, Securities, Portfolio Management, FINRA, Relationship Building
Education
Kutztown University of Pennsylvania 1990 — 1994
BSED, Biology/General Science
Widener University
Master of Science in Taxation and Financial Planning (MSTFP), Taxation, finance, financial planning
Debra Benischeck's Vanguard Experience August 2007 - January 2012
Job Lead Client Manager SAT Publications
Industry Education Management
Experience
Educational Testing Service (ETS) December 2014 - Present
Educational Testing Service (ETS) January 2012 - December 2014
The Vanguard Group August 2008 - January 2012
Vanguard August 2007 - January 2012
Skills
Investments, Series 6, Portfolio Management, Mutual Funds, Series 63, Financial Services, Series 7, Financial Analysis, Fixed Income, Risk Management, Asset Managment, Relationship Management, Finance, Asset Allocation, Business Analysis, Bonds, Retirement, Project Planning, Inventory Analysis, Risk Assessment, Problem Solving, Microsoft Project, Publications, Editorial, Management, CRM, Project Management, Analysis, Microsoft Excel, Program Management, Customer Service, Process Improvement, Microsoft Office, Staff Development
Education
Kutztown University of Pennsylvania 2003 — 2007
BSBA, Business Management
Educational Testing Service (ETS) December 2014 - Present
Educational Testing Service (ETS) January 2012 - December 2014
The Vanguard Group August 2008 - January 2012
Vanguard August 2007 - January 2012
Skills
Investments, Series 6, Portfolio Management, Mutual Funds, Series 63, Financial Services, Series 7, Financial Analysis, Fixed Income, Risk Management, Asset Managment, Relationship Management, Finance, Asset Allocation, Business Analysis, Bonds, Retirement, Project Planning, Inventory Analysis, Risk Assessment, Problem Solving, Microsoft Project, Publications, Editorial, Management, CRM, Project Management, Analysis, Microsoft Excel, Program Management, Customer Service, Process Improvement, Microsoft Office, Staff Development
Education
Kutztown University of Pennsylvania 2003 — 2007
BSBA, Business Management
Natasha Coheleach's Vanguard Experience 1999 - 2003
Job Planner Bloomingdale's
Industry Retail
Experience
Bloomingdale's February 2007 - February 2012
BISYS 2004 - 2005
Vanguard 1999 - 2003
Education
Kutztown University of Pennsylvania 1994 — 1998
Bloomingdale's February 2007 - February 2012
BISYS 2004 - 2005
Vanguard 1999 - 2003
Education
Kutztown University of Pennsylvania 1994 — 1998
Dave Beidleman's Vanguard Experience 2011 - Present
Job Freelance design at Engage! Creative
Industry Graphic Design
Experience
Vanguard 2011 - Present
Engage! Creative December 2000 - Present
Omnient 2000 - 2000
Omnient 2000 - 2000
Omnient 2000 - 2000
Omnient 2000 - 2000
Ingersoll-Rand 1990 - 1994
Ingersoll-Rand 1990 - 1994
Skills
Adobe Creative Suite, Graphics, Image Manipulation, InDesign, Graphic Design, Web Design, Art, Illustrator, Advertising, Photoshop, Layout, Art Direction, Logo Design, Creative Direction
Education
Kutztown University of Pennsylvania
Vanguard 2011 - Present
Engage! Creative December 2000 - Present
Omnient 2000 - 2000
Omnient 2000 - 2000
Omnient 2000 - 2000
Omnient 2000 - 2000
Ingersoll-Rand 1990 - 1994
Ingersoll-Rand 1990 - 1994
Skills
Adobe Creative Suite, Graphics, Image Manipulation, InDesign, Graphic Design, Web Design, Art, Illustrator, Advertising, Photoshop, Layout, Art Direction, Logo Design, Creative Direction
Education
Kutztown University of Pennsylvania
RachaelLee Meek's Vanguard Experience August 2014 - Present
Job Communication Project Leader at Vanguard
Industry Investment Management
Experience
Vanguard August 2014 - Present
The Vanguard Group September 2004 - Present
Rachael Meek Holistic Health Coach January 2012 - Present
Skills
Project Management, CRM, Finance
Education
Saint Joseph's University 2006 — 2009
MBA, marketing
Kutztown University of Pennsylvania 2000 — 2004
B.S.B.A, Finance
Institute for Integrative Nutrition 2011 — 2012
Holistic Health Coach
Vanguard August 2014 - Present
The Vanguard Group September 2004 - Present
Rachael Meek Holistic Health Coach January 2012 - Present
Skills
Project Management, CRM, Finance
Education
Saint Joseph's University 2006 — 2009
MBA, marketing
Kutztown University of Pennsylvania 2000 — 2004
B.S.B.A, Finance
Institute for Integrative Nutrition 2011 — 2012
Holistic Health Coach
Kristin Ochal's Vanguard Experience October 2006 - October 2007
Job Business Development Analyst at Duane Morris LLP
Industry Legal Services
Experience
Duane Morris LLP June 2014 - Present
AmeriHealth Administrators October 2013 - March 2014
AmeriHealth Administrators December 2011 - October 2013
AmeriHealth Administrators January 2008 - November 2011
Vanguard October 2006 - October 2007
Vanguard May 2005 - October 2006
Vanguard November 2004 - May 2005
CVS Caremark Corporation June 2004 - November 2004
Skills
Health Insurance, Copy Editing, Health Savings Accounts, Marketing, Insurance, Proposal Writing, Press Releases, Strategic Planning, Employee Benefits, Healthcare, PowerPoint, Public Relations, Email Marketing, Account Management, Newsletters, Sales, Managed Care, Visio, Marketing Communications, Corporate Communications, Training, Business Analysis, Process Improvement, Customer Service, Microsoft Office, Strategic Communications, Medicare, Leadership
Education
La Salle University 2000 — 2004
B.A., Communication/ P.R./ Marketing
Duane Morris LLP June 2014 - Present
AmeriHealth Administrators October 2013 - March 2014
AmeriHealth Administrators December 2011 - October 2013
AmeriHealth Administrators January 2008 - November 2011
Vanguard October 2006 - October 2007
Vanguard May 2005 - October 2006
Vanguard November 2004 - May 2005
CVS Caremark Corporation June 2004 - November 2004
Skills
Health Insurance, Copy Editing, Health Savings Accounts, Marketing, Insurance, Proposal Writing, Press Releases, Strategic Planning, Employee Benefits, Healthcare, PowerPoint, Public Relations, Email Marketing, Account Management, Newsletters, Sales, Managed Care, Visio, Marketing Communications, Corporate Communications, Training, Business Analysis, Process Improvement, Customer Service, Microsoft Office, Strategic Communications, Medicare, Leadership
Education
La Salle University 2000 — 2004
B.A., Communication/ P.R./ Marketing
Adam Mackey's Vanguard Experience 1996 - 2001
Job Managing Director Municipal Fixed Income
Industry Financial Services
Experience
PNC Capital Advisors February 2001 - Present
Vanguard 1996 - 2001
Skills
Asset Allocation, Series 63, Capital Markets, Fixed Income, Series 7, Portfolio Management, Securities, Investments, Asset Management, Bonds, Valuation, Asset Managment
Education
Saint Joseph's University - Erivan K. Haub School of Business 1999 — 2001
MBA, Finance
Kutztown University of Pennsylvania 1992 — 1996
BS - Business Administration
PNC Capital Advisors February 2001 - Present
Vanguard 1996 - 2001
Skills
Asset Allocation, Series 63, Capital Markets, Fixed Income, Series 7, Portfolio Management, Securities, Investments, Asset Management, Bonds, Valuation, Asset Managment
Education
Saint Joseph's University - Erivan K. Haub School of Business 1999 — 2001
MBA, Finance
Kutztown University of Pennsylvania 1992 — 1996
BS - Business Administration
Dawn Finley, PHR's Vanguard Experience July 2011 - Present
Job Internal Talent Advisor at Vanguard
Industry Financial Services
Experience
Vanguard July 2011 - Present
Vanguard April 2005 - July 2011
Vanguard October 2006 - January 2008
The Vanguard Group January 1999 - April 2005
Education
Kutztown University of Pennsylvania 1986 — 1990
Bachelor of Science in Business Administration, Marketing and Management
Vanguard July 2011 - Present
Vanguard April 2005 - July 2011
Vanguard October 2006 - January 2008
The Vanguard Group January 1999 - April 2005
Education
Kutztown University of Pennsylvania 1986 — 1990
Bachelor of Science in Business Administration, Marketing and Management
Himani Jhamb's Vanguard Experience 2014 - 2015
Job Engagement Manager at Vanguard
Industry Outsourcing/Offshoring
Experience
TCS November 2005 - Present
Vanguard 2014 - 2015
Vanguard 2014 - 2015
DTCC March 2013 - December 2013
Tata Consultancy Services July 2012 - December 2012
Chrysler December 2011 - June 2012
TCS June 2011 - December 2011
Holcim November 2010 - December 2010
Ecolab March 2008 - August 2010
TCS November 2005 - December 2007
Skills
Business Intelligence, Business Objects, Data Warehousing, Management, CRM, Leadership, Requirements Analysis, Consulting, Software Project..., SDLC, Pre-sales, Business Analysis, Business Requirements, Informatica, IT Strategy, Requirements Gathering, ETL
Education
Kurukshetra University 2001 — 2005
B Tech (Honors), Computer Science
TCS November 2005 - Present
Vanguard 2014 - 2015
Vanguard 2014 - 2015
DTCC March 2013 - December 2013
Tata Consultancy Services July 2012 - December 2012
Chrysler December 2011 - June 2012
TCS June 2011 - December 2011
Holcim November 2010 - December 2010
Ecolab March 2008 - August 2010
TCS November 2005 - December 2007
Skills
Business Intelligence, Business Objects, Data Warehousing, Management, CRM, Leadership, Requirements Analysis, Consulting, Software Project..., SDLC, Pre-sales, Business Analysis, Business Requirements, Informatica, IT Strategy, Requirements Gathering, ETL
Education
Kurukshetra University 2001 — 2005
B Tech (Honors), Computer Science
Matthew Mastronardo's Vanguard Experience October 2014 - Present
Job
Industry Investment Management
Experience
Vanguard October 2014 - Present
Vanguard October 2013 - October 2014
La Salle University May 2008 - October 2013
Caliper Corp June 2007 - August 2007
International Communications Research September 2001 - May 2003
Skills
Microsoft Office, SPSS, Research, Psychology, Statistics, PowerPoint, Microsoft Excel, Microsoft Word, Data Analysis, Project Management, Financial Analysis, Higher Education, Management, Nonprofits, Budgets, Public Speaking, Recruiting, Event Planning, Leadership Development, Leadership, Training, Organizational..., Market Research
Education
La Salle University - School of Business Administration 2008 — 2011
M.B.A.
La Salle University 2005 — 2008
B.A.
Vanguard October 2014 - Present
Vanguard October 2013 - October 2014
La Salle University May 2008 - October 2013
Caliper Corp June 2007 - August 2007
International Communications Research September 2001 - May 2003
Skills
Microsoft Office, SPSS, Research, Psychology, Statistics, PowerPoint, Microsoft Excel, Microsoft Word, Data Analysis, Project Management, Financial Analysis, Higher Education, Management, Nonprofits, Budgets, Public Speaking, Recruiting, Event Planning, Leadership Development, Leadership, Training, Organizational..., Market Research
Education
La Salle University - School of Business Administration 2008 — 2011
M.B.A.
La Salle University 2005 — 2008
B.A.
Emmanuel Henson, CFP®'s Vanguard Experience January 2009 - December 2012
Job Day Trader at Selfemployed
Industry Financial Services
Experience
Self-employed July 2015 - Present
TD Ameritrade July 2013 - July 2015
TD Ameritrade January 2013 - July 2013
Vanguard January 2009 - December 2012
Vanguard April 2007 - December 2009
Primerica September 2006 - April 2007
Kutztown University 2004 - 2005
Dorney Park & Wildwater Kingdom April 2000 - August 2002
Skills
Investments, Retirement Planning, Finance, Retirement, Fundamental Analysis, Portfolio Management, Insurance, High Net Worth..., Asset Allocation, Financial Services, Financial Analysis, Series 7, Developing Client..., Strategy, Consulting, Sales Process, Retirement Income..., Personal Tax Planning, Estate Tax Planning, Process Improvement, ETFs, Investment Strategies, Time Management, Personal Income Tax..., Security Analysis, 401k, Relationship Management, 401k Rollovers, Negotiation, Technical Analysis, Options Strategies, Charting, Mutual Funds, Series 63, Wealth Management, Financial Planning, Microsoft Excel, Asset Management, Securities, Trading, Investment Advisory, Equities, Sales
Education
Kutztown University of Pennsylvania 2002 — 2006
B.S.B.A, Finance
Self-employed July 2015 - Present
TD Ameritrade July 2013 - July 2015
TD Ameritrade January 2013 - July 2013
Vanguard January 2009 - December 2012
Vanguard April 2007 - December 2009
Primerica September 2006 - April 2007
Kutztown University 2004 - 2005
Dorney Park & Wildwater Kingdom April 2000 - August 2002
Skills
Investments, Retirement Planning, Finance, Retirement, Fundamental Analysis, Portfolio Management, Insurance, High Net Worth..., Asset Allocation, Financial Services, Financial Analysis, Series 7, Developing Client..., Strategy, Consulting, Sales Process, Retirement Income..., Personal Tax Planning, Estate Tax Planning, Process Improvement, ETFs, Investment Strategies, Time Management, Personal Income Tax..., Security Analysis, 401k, Relationship Management, 401k Rollovers, Negotiation, Technical Analysis, Options Strategies, Charting, Mutual Funds, Series 63, Wealth Management, Financial Planning, Microsoft Excel, Asset Management, Securities, Trading, Investment Advisory, Equities, Sales
Education
Kutztown University of Pennsylvania 2002 — 2006
B.S.B.A, Finance
Jamie Pasquariello's Vanguard Experience September 2010 - Present
Job Supervisor of Equity Security Pricing at Vanguard
Industry Financial Services
Experience
Vanguard September 2010 - Present
Vanguard September 2008 - September 2010
Education
Kutztown University of Pennsylvania 2003 — 2007
BSBA, Finance & Accounting
Vanguard September 2010 - Present
Vanguard September 2008 - September 2010
Education
Kutztown University of Pennsylvania 2003 — 2007
BSBA, Finance & Accounting
Don Zimmerman's Vanguard Experience March 2015 - Present
Job Mainframe Developer at Vanguard
Industry Financial Services
Experience
Vanguard March 2015 - Present
Vanguard September 2000 - Present
First Union National Bank May 1997 - August 1999
Skills
JCL, COBOL, DB2, Mainframe, Unix, VSAM, TSO, Control-M, z/OS, Endevor, DB2/SQL, CICS, FTP, Production Support, Application Development, Visual Basic, Java, Visio, Software Development
Education
Winthrop University 1989 — 1997
BS, Business Administration
York Technical College 2011 — 2015
Certificate Program, Advanced Web Programming
Kirkwood Community College 1986 — 1989
Associate of Arts, Accounting
Vanguard March 2015 - Present
Vanguard September 2000 - Present
First Union National Bank May 1997 - August 1999
Skills
JCL, COBOL, DB2, Mainframe, Unix, VSAM, TSO, Control-M, z/OS, Endevor, DB2/SQL, CICS, FTP, Production Support, Application Development, Visual Basic, Java, Visio, Software Development
Education
Winthrop University 1989 — 1997
BS, Business Administration
York Technical College 2011 — 2015
Certificate Program, Advanced Web Programming
Kirkwood Community College 1986 — 1989
Associate of Arts, Accounting
Travis Belles's Vanguard Experience December 2006 - Present
Job Vanguard Brokerage Services
Industry Financial Services
Experience
Vanguard December 2006 - Present
FOE 110 December 2000 - November 2006
Skills
Customer Service, Leadership, Microsoft Office, PowerPoint
Education
Kutztown University of Pennsylvania 2000 — 2004
B/S, Business Management
Vanguard December 2006 - Present
FOE 110 December 2000 - November 2006
Skills
Customer Service, Leadership, Microsoft Office, PowerPoint
Education
Kutztown University of Pennsylvania 2000 — 2004
B/S, Business Management
Vinnie Liott's Vanguard Experience June 2012 - Present
Job Operations Technology Group at Vanguard
Industry Financial Services
Experience
Vanguard June 2012 - Present
Vanguard October 2007 - June 2012
Vanguard December 2005 - October 2007
Skills
Microsoft Office, Account Management, Mutual Funds, Customer Service, Microsoft Excel, PowerPoint, Social Media, Social Media Marketing, Project Management, Facebook, Quality Auditing, Public Speaking
Education
Kutztown University of Pennsylvania 2000 — 2005
BS, Speech Communication
Vanguard June 2012 - Present
Vanguard October 2007 - June 2012
Vanguard December 2005 - October 2007
Skills
Microsoft Office, Account Management, Mutual Funds, Customer Service, Microsoft Excel, PowerPoint, Social Media, Social Media Marketing, Project Management, Facebook, Quality Auditing, Public Speaking
Education
Kutztown University of Pennsylvania 2000 — 2005
BS, Speech Communication
Chris Ciufo's Vanguard Experience April 2013 - Present
Job Investment Data Analyst at Vanguard
Industry Investment Management
Experience
Vanguard April 2013 - Present
Socifer August 2012 - July 2014
Vanguard June 2009 - April 2013
(Self employed) June 2006 - December 2008
Naval Inventory Control Point April 2007 - September 2007
Skills
HTML, CSS, Databases, MySQL, AJAX, SQL, jQuery, Ruby on Rails, PHP, Microsoft Office, VBA, Microsoft Excel, Microsoft Access, JavaScript, Bloomberg, Process Improvement, Access, Mutual Funds, Process Automation, Swift (iOS)
Education
La Salle University 2005 — 2009
B.S., Finance, Economics, 3.91 overall GPA
La Salle College High School 2001 — 2005
Vanguard April 2013 - Present
Socifer August 2012 - July 2014
Vanguard June 2009 - April 2013
(Self employed) June 2006 - December 2008
Naval Inventory Control Point April 2007 - September 2007
Skills
HTML, CSS, Databases, MySQL, AJAX, SQL, jQuery, Ruby on Rails, PHP, Microsoft Office, VBA, Microsoft Excel, Microsoft Access, JavaScript, Bloomberg, Process Improvement, Access, Mutual Funds, Process Automation, Swift (iOS)
Education
La Salle University 2005 — 2009
B.S., Finance, Economics, 3.91 overall GPA
La Salle College High School 2001 — 2005
ravikanth pulipati's Vanguard Experience July 2012 - March 2014
Job
Industry Information Technology and Services
Experience
Capital One March 2014 - Present
Vanguard July 2012 - March 2014
Kenexa November 2011 - June 2012
MasterCard May 2011 - October 2011
AXA Equitable January 2010 - May 2011
Texas A&M University-Commerce June 2009 - May 2010
Zensar Technologies November 2007 - May 2008
Skills
Struts, JSF, Hibernate, Servlets, JBoss Application Server, Core Java, Websphere, Weblogic, Ant, JSP, JavaScript, Spring, Flex, Oracle, JBoss, JSTL, SOAP, XML, XSLT, Axis2, WSDL, RAD, AJAX, jQuery, Tortoise SVN, Maven, PVCS, TFS, Log4j, TestNG, JUnit, Agile Modeling, Waterfall, RESTful WebServices, SoapUI, JAX-WS, Oracle BPEL, Github, Oracle SOA Suite, Oracle Service Bus, MongoDB, spring xd, Spring Integration, Spring Batch, swagger
Education
Texas A&M University-Commerce 2008 — 2010
Master's degree, Computer Science, 4.0
Koneru Lakshmaiah College of Engineering 2005 — 2008
B.Tech, information science and technology
Capital One March 2014 - Present
Vanguard July 2012 - March 2014
Kenexa November 2011 - June 2012
MasterCard May 2011 - October 2011
AXA Equitable January 2010 - May 2011
Texas A&M University-Commerce June 2009 - May 2010
Zensar Technologies November 2007 - May 2008
Skills
Struts, JSF, Hibernate, Servlets, JBoss Application Server, Core Java, Websphere, Weblogic, Ant, JSP, JavaScript, Spring, Flex, Oracle, JBoss, JSTL, SOAP, XML, XSLT, Axis2, WSDL, RAD, AJAX, jQuery, Tortoise SVN, Maven, PVCS, TFS, Log4j, TestNG, JUnit, Agile Modeling, Waterfall, RESTful WebServices, SoapUI, JAX-WS, Oracle BPEL, Github, Oracle SOA Suite, Oracle Service Bus, MongoDB, spring xd, Spring Integration, Spring Batch, swagger
Education
Texas A&M University-Commerce 2008 — 2010
Master's degree, Computer Science, 4.0
Koneru Lakshmaiah College of Engineering 2005 — 2008
B.Tech, information science and technology
Catherine Kulpak's Vanguard Experience March 2013 - Present
Job Graphic Design Professional
Industry Graphic Design
Experience
Vanguard March 2013 - Present
Ascena Retail Group, Inc. April 2009 - January 2013
Yell Adworks Ltd June 2007 - November 2008
The Morning Call August 2006 - October 2006
Longbotham Strategic Marketing June 2006 - September 2006
Skills
Graphic Design, Advertising, Direct Mail, Graphics, Social Media, Photoshop, InDesign, Art Direction, Catalogs, Illustrator, Adobe Creative Suite, Microsoft Office, Typography
Education
Kutztown University of Pennsylvania 2003 — 2007
BFA, Communication Design
Vanguard March 2013 - Present
Ascena Retail Group, Inc. April 2009 - January 2013
Yell Adworks Ltd June 2007 - November 2008
The Morning Call August 2006 - October 2006
Longbotham Strategic Marketing June 2006 - September 2006
Skills
Graphic Design, Advertising, Direct Mail, Graphics, Social Media, Photoshop, InDesign, Art Direction, Catalogs, Illustrator, Adobe Creative Suite, Microsoft Office, Typography
Education
Kutztown University of Pennsylvania 2003 — 2007
BFA, Communication Design
Afua Brefo's Vanguard Experience December 2010 - Present
Job Associatefinance
Industry Financial Services
Experience
Vanguard December 2010 - Present
wachovia bank 2010 - 2010
Skills
Customer Service, Financial Analysis, Investments, Microsoft Excel, Microsoft Office, Mutual Funds, Series 63, Leadership
Education
Temple University 2008 — 2010
Kwame Nkrumah' University of Science and Technology, Kumasi
Vanguard December 2010 - Present
wachovia bank 2010 - 2010
Skills
Customer Service, Financial Analysis, Investments, Microsoft Excel, Microsoft Office, Mutual Funds, Series 63, Leadership
Education
Temple University 2008 — 2010
Kwame Nkrumah' University of Science and Technology, Kumasi
Amanda Shuman's Vanguard Experience October 2012 - Present
Job Retail Client Account Services at Vanguard
Industry Sports
Experience
Vanguard October 2012 - Present
The Richmond Flying Squirrels Baseball Club January 2011 - October 2012
Reading Royals Hockey Club October 2009 - May 2010
Reading Phillies Baseball Club January 2009 - September 2009
Skills
Customer Service, Ticket Sales, Special Events, Sports, Promotions, Social Media, Event Management
Education
Kutztown University of Pennsylvania 2006 — 2010
B.S.B.A, Marketing
Kutztown University of Pennsylvania 2006 — 2010
Bachelor of Science, Business Administration; Marketing
Vanguard October 2012 - Present
The Richmond Flying Squirrels Baseball Club January 2011 - October 2012
Reading Royals Hockey Club October 2009 - May 2010
Reading Phillies Baseball Club January 2009 - September 2009
Skills
Customer Service, Ticket Sales, Special Events, Sports, Promotions, Social Media, Event Management
Education
Kutztown University of Pennsylvania 2006 — 2010
B.S.B.A, Marketing
Kutztown University of Pennsylvania 2006 — 2010
Bachelor of Science, Business Administration; Marketing
Matt Miceli's Vanguard Experience 2006 - 2007
Job Manager of Trade Marketing at alphabroder
Industry Apparel & Fashion
Experience
alphabroder February 2015 - Present
alphabroder March 2014 - February 2015
Penn Mutual August 2012 - March 2014
Lincoln Financial Group April 2009 - August 2012
Lincoln Financial Group October 2007 - April 2009
Vanguard 2006 - 2007
Vanguard February 2005 - March 2006
Penn Valley Chemical 2004 - 2005
Skills
Product Marketing, Strategic Marketing, Brand Messaging, Sales Collateral..., Consumer Promotions, Website Content..., Direct Mail Campaigns, E-Mail Marketing, Cross-Selling, Market Research, Communications, Advertising, Project Management, Team Leadership, Workshop Facilitation, Training, Email Marketing, Marketing Research, Marketing Strategy, Sales
Education
La Salle University 2009 — 2012
MBA, Management
Susquehanna University 2001 — 2004
Bachelor of Science, Business Administration
alphabroder February 2015 - Present
alphabroder March 2014 - February 2015
Penn Mutual August 2012 - March 2014
Lincoln Financial Group April 2009 - August 2012
Lincoln Financial Group October 2007 - April 2009
Vanguard 2006 - 2007
Vanguard February 2005 - March 2006
Penn Valley Chemical 2004 - 2005
Skills
Product Marketing, Strategic Marketing, Brand Messaging, Sales Collateral..., Consumer Promotions, Website Content..., Direct Mail Campaigns, E-Mail Marketing, Cross-Selling, Market Research, Communications, Advertising, Project Management, Team Leadership, Workshop Facilitation, Training, Email Marketing, Marketing Research, Marketing Strategy, Sales
Education
La Salle University 2009 — 2012
MBA, Management
Susquehanna University 2001 — 2004
Bachelor of Science, Business Administration
Charlie Kehs's Vanguard Experience May 2012 - Present
Job Communication Administrator at The Vanguard Group
Industry Financial Services
Experience
Vanguard May 2012 - Present
The Vanguard Group October 2007 - May 2012
Skills
Series 63, Series 7, Mutual Funds, Equities, ERISA, Bloomberg, Process Improvement, Lotus Notes, Investments, Call Center, Pensions, Banking, Portfolio Management, Finance, Financial Analysis
Education
Kutztown University of Pennsylvania 2002 — 2006
Bachelor of Business Administration (BBA), Business Administration and Management, General
Vanguard May 2012 - Present
The Vanguard Group October 2007 - May 2012
Skills
Series 63, Series 7, Mutual Funds, Equities, ERISA, Bloomberg, Process Improvement, Lotus Notes, Investments, Call Center, Pensions, Banking, Portfolio Management, Finance, Financial Analysis
Education
Kutztown University of Pennsylvania 2002 — 2006
Bachelor of Business Administration (BBA), Business Administration and Management, General
Mark Swartley, CFP®'s Vanguard Experience May 2013 - Present
Job Nonprofit Sales Vanguard
Industry Financial Services
Experience
Vanguard May 2013 - Present
Skills
Series 63, Series 7, Financial Analysis, Series 6, Business Analysis, Investments, Strategic Financial..., Financial Services, Financial Modeling, CRM, Process Improvement, Sales, Competitive Analysis, Analytics, Analysis, Data Analysis
Education
The American College 2004 — 2006
CFP, Finance, General
Kutztown University of Pennsylvania 2000 — 2003
Bachelor of Business Administration (BBA), Business Administration and Management, General
Vanguard May 2013 - Present
Skills
Series 63, Series 7, Financial Analysis, Series 6, Business Analysis, Investments, Strategic Financial..., Financial Services, Financial Modeling, CRM, Process Improvement, Sales, Competitive Analysis, Analytics, Analysis, Data Analysis
Education
The American College 2004 — 2006
CFP, Finance, General
Kutztown University of Pennsylvania 2000 — 2003
Bachelor of Business Administration (BBA), Business Administration and Management, General
Sam DeWitt's Vanguard Experience October 2011 - Present
Job Internal Auditor at Vanguard
Industry Financial Services
Experience
Vanguard October 2011 - Present
Vanguard September 2007 - October 2011
Education
Pennsylvania State University-Great Valley Graduate Center 2011 — 2014
Master of Science, Business Administration
King's College 2003 — 2007
Bachelor of Science, Marketing
Vanguard October 2011 - Present
Vanguard September 2007 - October 2011
Education
Pennsylvania State University-Great Valley Graduate Center 2011 — 2014
Master of Science, Business Administration
King's College 2003 — 2007
Bachelor of Science, Marketing
Samantha Fichthorn's Vanguard Experience January 2014 - Present
Job Risk Administrator at Vanguard
Industry Financial Services
Experience
Vanguard January 2014 - Present
Vanguard May 2012 - Present
Vanguard November 2009 - May 2012
Vanguard June 2008 - November 2009
Skills
Statistics, Client Loyalty Research, Fund Accounting, Presentation Development, Data Analysis, Consulting, Risk Management, Thought Leadership, Leadership, Access, Process Improvement, Microsoft Office, Human Resources, Operational Risk...
Education
Kutztown University of Pennsylvania 2004 — 2008
Bachelor of Science (BS), Mathematics
Pennsylvania State University
Master of Business Administration (M.B.A.)
Vanguard January 2014 - Present
Vanguard May 2012 - Present
Vanguard November 2009 - May 2012
Vanguard June 2008 - November 2009
Skills
Statistics, Client Loyalty Research, Fund Accounting, Presentation Development, Data Analysis, Consulting, Risk Management, Thought Leadership, Leadership, Access, Process Improvement, Microsoft Office, Human Resources, Operational Risk...
Education
Kutztown University of Pennsylvania 2004 — 2008
Bachelor of Science (BS), Mathematics
Pennsylvania State University
Master of Business Administration (M.B.A.)
Gayle Levengood's Vanguard Experience 1997 - 2001
Job Accounts Payable/Accounts Receivable Coordinator at Gambone Management Group
Industry Accounting
Experience
Gambone Management Group 2012 - Present
Preferred Real Estate 2001 - 2005
Vanguard 1997 - 2001
Education
Kutztown University of Pennsylvania 1991 — 1995
Bachelor of Science (BS), Psychology
Gambone Management Group 2012 - Present
Preferred Real Estate 2001 - 2005
Vanguard 1997 - 2001
Education
Kutztown University of Pennsylvania 1991 — 1995
Bachelor of Science (BS), Psychology
ENRIQUE HOYOS's Vanguard Experience 2007 - 2009
Job Bilingual Veteran/Knowledge Operations Management /Retirement Administrator/Records Management/Office Administrator
Industry Government Administration
Experience
PricewaterhouseCoopers March 2015 - Present
US Air Force Reserve December 2009 - Present
Encore Capital Group 2013 - 2014
Social Security Administration 2011 - 2013
Aerotek 2011 - 2012
United States Air Force 2010 - 2010
United States Air Force 2009 - 2009
Vanguard 2007 - 2009
Skills
Government, Customer Service, Bilingual-English/Spanis..., Human Resources, Outlook, Active DoD Secret..., Program Management, •Proficient in 10 key..., Familiar with..., •Proficient in..., •4 years’ previous...
Education
La Salle University
Bachelor's Degree, Business Administration
Saint Louis University
Study Abroad Program, International Studies
The George Washington University - School of Business
Associate's Certificate, Project Management Professional (PMP) Course, 3.0
PricewaterhouseCoopers March 2015 - Present
US Air Force Reserve December 2009 - Present
Encore Capital Group 2013 - 2014
Social Security Administration 2011 - 2013
Aerotek 2011 - 2012
United States Air Force 2010 - 2010
United States Air Force 2009 - 2009
Vanguard 2007 - 2009
Skills
Government, Customer Service, Bilingual-English/Spanis..., Human Resources, Outlook, Active DoD Secret..., Program Management, •Proficient in 10 key..., Familiar with..., •Proficient in..., •4 years’ previous...
Education
La Salle University
Bachelor's Degree, Business Administration
Saint Louis University
Study Abroad Program, International Studies
The George Washington University - School of Business
Associate's Certificate, Project Management Professional (PMP) Course, 3.0
Shawn Pelesko's Vanguard Experience January 2014 - Present
Job Web Content Administrator at Vanguard
Industry Financial Services
Experience
Vanguard January 2014 - Present
Vanguard January 2007 - December 2013
Vanguard November 1999 - January 2007
Skills
Project Management, Relationship Management, Marketing Communications, Marketing..., SharePoint, MS Project
Education
Saint Joseph's University 2002 — 2004
Master of Business Administration (MBA), International Marketing
Kutztown University of Pennsylvania 1993 — 1997
Bachelor of Science (BS), Business Administration and Management, General
Vanguard January 2014 - Present
Vanguard January 2007 - December 2013
Vanguard November 1999 - January 2007
Skills
Project Management, Relationship Management, Marketing Communications, Marketing..., SharePoint, MS Project
Education
Saint Joseph's University 2002 — 2004
Master of Business Administration (MBA), International Marketing
Kutztown University of Pennsylvania 1993 — 1997
Bachelor of Science (BS), Business Administration and Management, General
Stephanie Laub, CPA, CGMA, MBA's Vanguard Experience February 1998 - August 2001
Job Senior Accountant at ICON plc
Industry Environmental Services
Experience
ICON plc March 2014 - Present
Met-Pro Corporation (now CECO Environmental) December 2006 - October 2013
Various September 2001 - April 2006
Vanguard February 1998 - August 2001
Skills
Multi-divisional..., Multi-divisional..., Multi-divisional annual..., Divisional ERP..., Monthly schedules for..., Account analysis and..., Sale of division..., US GAAP, Sarbanes-Oxley..., Variance analysis, Multi-divisional..., Problem resolution, Multi-divisional..., Board of Director books, Royalty calculation, Monthly reports used by..., Annual reports for..., Assist CFO & CAO with..., Small business tax..., Individual tax returns, Five seasons of tax..., Sales tax for greater..., Electronic filing, Client consultation on..., Client documentation..., Client confidentiality, Sarbanes-Oxley, Variance Analysis, Electronic Filing, Tax Returns, Journal Entries, Accounts Payable, Accounts Receivable, Financial Statements, Microsoft Office, Microsoft Excel, Accruals, Fixed Assets, Budgets, Sarbanes-Oxley Act, Accounting, Financial Analysis, Leadership, Auditing, Tax, Financial Reporting, Microsoft Word, Process Improvement
Education
Kutztown University of Pennsylvania 2008 — 2010
Master of Business Administration (MBA), Business Administration and Management, General
Ursinus College 1998 — 2001
Bachelor of Business Administration (BBA), Accounting
ICON plc March 2014 - Present
Met-Pro Corporation (now CECO Environmental) December 2006 - October 2013
Various September 2001 - April 2006
Vanguard February 1998 - August 2001
Skills
Multi-divisional..., Multi-divisional..., Multi-divisional annual..., Divisional ERP..., Monthly schedules for..., Account analysis and..., Sale of division..., US GAAP, Sarbanes-Oxley..., Variance analysis, Multi-divisional..., Problem resolution, Multi-divisional..., Board of Director books, Royalty calculation, Monthly reports used by..., Annual reports for..., Assist CFO & CAO with..., Small business tax..., Individual tax returns, Five seasons of tax..., Sales tax for greater..., Electronic filing, Client consultation on..., Client documentation..., Client confidentiality, Sarbanes-Oxley, Variance Analysis, Electronic Filing, Tax Returns, Journal Entries, Accounts Payable, Accounts Receivable, Financial Statements, Microsoft Office, Microsoft Excel, Accruals, Fixed Assets, Budgets, Sarbanes-Oxley Act, Accounting, Financial Analysis, Leadership, Auditing, Tax, Financial Reporting, Microsoft Word, Process Improvement
Education
Kutztown University of Pennsylvania 2008 — 2010
Master of Business Administration (MBA), Business Administration and Management, General
Ursinus College 1998 — 2001
Bachelor of Business Administration (BBA), Accounting
Alfred Harrison's Vanguard Experience January 2010 - Present
Job Trust Investment Administrator at Vanguard
Industry Financial Services
Experience
Vanguard January 2010 - Present
Skills
Certified Financial..., Series 7, Personal Trust..., Series 63, Series 6, Mutual Funds, Investments, Equities, Portfolio Management, Fixed Income, Asset Allocation, Retirement Planning
Education
West Chester University of Pennsylvania 2002 — 2005
Bachelor of Science (BS), Finance, General
Kutztown University of Pennsylvania 2001 — 2002
Bachelor of Science (B.S.), Finance, General
Vanguard January 2010 - Present
Skills
Certified Financial..., Series 7, Personal Trust..., Series 63, Series 6, Mutual Funds, Investments, Equities, Portfolio Management, Fixed Income, Asset Allocation, Retirement Planning
Education
West Chester University of Pennsylvania 2002 — 2005
Bachelor of Science (BS), Finance, General
Kutztown University of Pennsylvania 2001 — 2002
Bachelor of Science (B.S.), Finance, General
Stacey McGowan's Vanguard Experience December 2013 - Present
Job Softball Pitching Coach at DeSales University
Industry Financial Services
Experience
Vanguard December 2013 - Present
DeSales University January 2011 - Present
Vanguard May 2012 - December 2013
Vanguard June 2010 - May 2012
Options In Time December 2006 - June 2010
Skills
Leadership, Project Management, Strategic Planning, Microsoft Office, Team Building, Process Improvement, Operations Management, Research, Budgets, Customer Service
Education
Kutztown University of Pennsylvania 2002 — 2006
Bachelor of Business Administration (BBA), Business Administration and Management, General
Souderton Area High School 1998 — 2002
Vanguard December 2013 - Present
DeSales University January 2011 - Present
Vanguard May 2012 - December 2013
Vanguard June 2010 - May 2012
Options In Time December 2006 - June 2010
Skills
Leadership, Project Management, Strategic Planning, Microsoft Office, Team Building, Process Improvement, Operations Management, Research, Budgets, Customer Service
Education
Kutztown University of Pennsylvania 2002 — 2006
Bachelor of Business Administration (BBA), Business Administration and Management, General
Souderton Area High School 1998 — 2002
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments