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
Nicole Granville Nicole Granville's Vanguard Experience August 2007 - Present
Job Market Research and Voice of Client Data Analyst at Vanguard
Industry Financial Services
Experience
Vanguard August 2007 - Present
Vanguard February 2004 - August 2007
Vanguard November 2000 - February 2004
Skills
Business Analysis, Data Analysis, Access, Data Warehousing, Process Improvement, Business Intelligence, Analysis, SharePoint, Attensity, Cognos, Project Management, Problem Solving, Presentations, Develop Insight, Vendor Management, Market Research, PowerPoint, Customer Service, Marketing Research, Data Mining, Microsoft Excel, Microsoft Office, Microsoft Word, Business Process..., Business Requirements
Education
La Salle University 1996 — 2000
Bachelor's degree, Business Administration, Management and Operations
Vanguard August 2007 - Present
Vanguard February 2004 - August 2007
Vanguard November 2000 - February 2004
Skills
Business Analysis, Data Analysis, Access, Data Warehousing, Process Improvement, Business Intelligence, Analysis, SharePoint, Attensity, Cognos, Project Management, Problem Solving, Presentations, Develop Insight, Vendor Management, Market Research, PowerPoint, Customer Service, Marketing Research, Data Mining, Microsoft Excel, Microsoft Office, Microsoft Word, Business Process..., Business Requirements
Education
La Salle University 1996 — 2000
Bachelor's degree, Business Administration, Management and Operations
Debbie Ramos Debbie Ramos's Vanguard Experience October 2009 - May 2010
Job Account Executive at 1 Trick Pony
Industry Marketing and Advertising
Experience
1 Trick Pony August 2012 - Present
1 Trick Pony May 2010 - August 2012
Vanguard October 2009 - May 2010
United States Security & Exchange Commission June 2003 - May 2008
Allied Advertising May 2007 - August 2007
Skills
Print and digital ad..., Excellent communication, Bilingual-English/Spanis..., Adobe Indesign, Advertising, Digital Media, Film, InDesign, Marketing, Media Planning, Publicity
Education
La Salle University 2004 — 2008
Bachelor's Degree, Marketing
La Salle University - School of Business Administration 2004 — 2008
1 Trick Pony August 2012 - Present
1 Trick Pony May 2010 - August 2012
Vanguard October 2009 - May 2010
United States Security & Exchange Commission June 2003 - May 2008
Allied Advertising May 2007 - August 2007
Skills
Print and digital ad..., Excellent communication, Bilingual-English/Spanis..., Adobe Indesign, Advertising, Digital Media, Film, InDesign, Marketing, Media Planning, Publicity
Education
La Salle University 2004 — 2008
Bachelor's Degree, Marketing
La Salle University - School of Business Administration 2004 — 2008
Tim Vail, MBA Tim Vail, MBA's Vanguard Experience May 2014 - Present
Job Investment Business Analyst, Vanguard Inc.
Industry Financial Services
Experience
Vanguard May 2014 - Present
BNY Mellon April 2010 - May 2014
Skills
SDLC, PMO, Business Analysis, Risk Management, Project Delivery, Software Project..., Project Management, Project Portfolio..., Requirements Analysis, Stakeholder Management, Requirements Gathering, Financial Services, Program Management, Process Improvement, Visio, MS Project, Business Process..., Portfolio Management
Education
La Salle University 2010 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Robert Morris University 2002 — 2006
Bachelor's degree, Finance, General
Vanguard May 2014 - Present
BNY Mellon April 2010 - May 2014
Skills
SDLC, PMO, Business Analysis, Risk Management, Project Delivery, Software Project..., Project Management, Project Portfolio..., Requirements Analysis, Stakeholder Management, Requirements Gathering, Financial Services, Program Management, Process Improvement, Visio, MS Project, Business Process..., Portfolio Management
Education
La Salle University 2010 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Robert Morris University 2002 — 2006
Bachelor's degree, Finance, General
Rick Bertino Rick Bertino's Vanguard Experience July 1993 - February 1995
Job Helping People Capitalize on the Power of the Pattern
Industry Financial Services
Experience
Kimble Charting Solutions November 2011 - Present
Portfolio Strategies, Inc. October 2005 - August 2014
RTE Asset Management July 1996 - September 2005
The Toner Organization March 1995 - December 1995
Vanguard July 1993 - February 1995
Pitney Bowes November 1992 - June 1993
Stanley Laman Group July 1991 - June 1992
First Capital Analysts & Fidelity Mutual December 1988 - July 1991
Skills
Portfolio Management, Investment Advisory, Wealth Management, Investments, Asset Allocation, Alternative Investments, Series 7, Asset Managment, Leadership, Investment Strategies, Strategy, Financial Advisory, Wealth, Asset Management, Finance, Life Insurance, Small Business, Series 63, Financial Planning
Education
La Salle University 1984 — 1988
Dual degrees -Bachelors of Science, Marketing & Finance
Kimble Charting Solutions November 2011 - Present
Portfolio Strategies, Inc. October 2005 - August 2014
RTE Asset Management July 1996 - September 2005
The Toner Organization March 1995 - December 1995
Vanguard July 1993 - February 1995
Pitney Bowes November 1992 - June 1993
Stanley Laman Group July 1991 - June 1992
First Capital Analysts & Fidelity Mutual December 1988 - July 1991
Skills
Portfolio Management, Investment Advisory, Wealth Management, Investments, Asset Allocation, Alternative Investments, Series 7, Asset Managment, Leadership, Investment Strategies, Strategy, Financial Advisory, Wealth, Asset Management, Finance, Life Insurance, Small Business, Series 63, Financial Planning
Education
La Salle University 1984 — 1988
Dual degrees -Bachelors of Science, Marketing & Finance
Vincent Frolich Vincent Frolich's Vanguard Experience March 2013 - Present
Job Project Lead at Vanguard
Industry Financial Services
Experience
Vanguard March 2013 - Present
Vanguard August 2010 - March 2013
Vanguard July 2008 - August 2010
Aflac February 2006 - June 2008
Skills
Financial Analysis, Team Building, Risk Management, Customer Service, Banking, Access, Management, Data Analysis, Financial Markets, Project Management, Program Management, Microsoft Excel, Fixed Income, Strategic Financial..., Leadership, Business Analysis, Analysis, Microsoft Office, Derivatives, Account Management, Finance, Excel, Kanban, Agile Project Management, Waterfall, Cross-functional Team..., Process Improvement, Financial Services, Public Speaking, Strategic Planning, Mutual Funds, PowerPoint, Visio, Requirements Analysis, Financial Modeling, Project Planning
Education
St. Joseph's University 2013 — 2016
Master of Business Administration (MBA), International Finance
La Salle University - School of Business Administration 2003 — 2007
Finance, Finance and Financial Management Services
National University of Ireland 2005 — 2005
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Vanguard March 2013 - Present
Vanguard August 2010 - March 2013
Vanguard July 2008 - August 2010
Aflac February 2006 - June 2008
Skills
Financial Analysis, Team Building, Risk Management, Customer Service, Banking, Access, Management, Data Analysis, Financial Markets, Project Management, Program Management, Microsoft Excel, Fixed Income, Strategic Financial..., Leadership, Business Analysis, Analysis, Microsoft Office, Derivatives, Account Management, Finance, Excel, Kanban, Agile Project Management, Waterfall, Cross-functional Team..., Process Improvement, Financial Services, Public Speaking, Strategic Planning, Mutual Funds, PowerPoint, Visio, Requirements Analysis, Financial Modeling, Project Planning
Education
St. Joseph's University 2013 — 2016
Master of Business Administration (MBA), International Finance
La Salle University - School of Business Administration 2003 — 2007
Finance, Finance and Financial Management Services
National University of Ireland 2005 — 2005
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Amy McKeon Amy McKeon's Vanguard Experience May 2015 - Present
Job Retirement Plan Provisions Specialist at Vanguard
Industry Financial Services
Experience
Vanguard May 2015 - Present
Vanguard September 2012 - May 2015
Vanguard March 2014 - June 2014
Vanguard June 2010 - August 2012
Education
La Salle University 2005 — 2009
Bachelor of Science (B.S.), Communication
Vanguard May 2015 - Present
Vanguard September 2012 - May 2015
Vanguard March 2014 - June 2014
Vanguard June 2010 - August 2012
Education
La Salle University 2005 — 2009
Bachelor of Science (B.S.), Communication
Jerry Dieckhaus, CPA, CIA, MBA Jerry Dieckhaus, CPA, CIA, MBA's Vanguard Experience 2006 - 2008
Job Controller at Devine Brothers Inc.
Industry Accounting
Experience
Devine Brothers Inc. 2013 - Present
Iron Mountain 2008 - 2012
Vanguard 2006 - 2008
Smart & Associates Accounting Firm 2003 - 2006
McGladrey & Pullen 2001 - 2003
KPMG 1999 - 2001
CBIZ MHM, LLC 1996 - 1999
Archdiocese of Philadelphia 1993 - 1996
Skills
Public Accounting, Internal Audit, Financial Reporting, Sarbanes-Oxley Act, Accounting, Internal Controls, Corporate Finance, Financial Statements, Invoicing, Accounts Payable, Account Reconciliation, IFRS, PeopleSoft, Journal Entries, Financial Accounting, Cost Accounting, Accounts Receivable, Revenue Recognition, Accruals, Variance Analysis, Payroll, General Ledger, GAAP, Auditing, Analysis, US GAAP, Cash Flow, Fixed Assets, Financial Analysis, Forecasting, Expenses, Great Plains Software, Financial Audits, Sarbanes-Oxley, Process Improvement, CPA
Education
Villanova University 2005 — 2009
MBA, Management
La Salle University 1988 — 1992
BS Business Administration, Accounting
Father Judge
Devine Brothers Inc. 2013 - Present
Iron Mountain 2008 - 2012
Vanguard 2006 - 2008
Smart & Associates Accounting Firm 2003 - 2006
McGladrey & Pullen 2001 - 2003
KPMG 1999 - 2001
CBIZ MHM, LLC 1996 - 1999
Archdiocese of Philadelphia 1993 - 1996
Skills
Public Accounting, Internal Audit, Financial Reporting, Sarbanes-Oxley Act, Accounting, Internal Controls, Corporate Finance, Financial Statements, Invoicing, Accounts Payable, Account Reconciliation, IFRS, PeopleSoft, Journal Entries, Financial Accounting, Cost Accounting, Accounts Receivable, Revenue Recognition, Accruals, Variance Analysis, Payroll, General Ledger, GAAP, Auditing, Analysis, US GAAP, Cash Flow, Fixed Assets, Financial Analysis, Forecasting, Expenses, Great Plains Software, Financial Audits, Sarbanes-Oxley, Process Improvement, CPA
Education
Villanova University 2005 — 2009
MBA, Management
La Salle University 1988 — 1992
BS Business Administration, Accounting
Father Judge
Natalie Bach Natalie Bach's Vanguard Experience July 2012 - Present
Job Designer Developer at Vanguard
Industry Design
Experience
Vanguard July 2012 - Present
Vanguard July 2010 - July 2012
La Salle University January 2010 - May 2010
La Salle University September 2007 - May 2010
Vanguard May 2009 - July 2009
Corra Labs May 2008 - August 2008
Skills
JavaScript, CSS, HTML, Dreamweaver, Illustrator, Photoshop, Graphic Design, jQuery, After Effects, User Interface Design, Web Design, Digital Media
Education
La Salle University 2006 — 2010
Bachelor of Arts, Digital Arts and Multimedia Design, Computer Science
American University of Rome 2009 — 2009
Vanguard July 2012 - Present
Vanguard July 2010 - July 2012
La Salle University January 2010 - May 2010
La Salle University September 2007 - May 2010
Vanguard May 2009 - July 2009
Corra Labs May 2008 - August 2008
Skills
JavaScript, CSS, HTML, Dreamweaver, Illustrator, Photoshop, Graphic Design, jQuery, After Effects, User Interface Design, Web Design, Digital Media
Education
La Salle University 2006 — 2010
Bachelor of Arts, Digital Arts and Multimedia Design, Computer Science
American University of Rome 2009 — 2009
Jordon Kellett's Vanguard Experience September 2015 - Present
Job Project Lead at Vanguard
Industry Financial Services
Experience
Vanguard September 2015 - Present
Vanguard August 2014 - Present
Vanguard May 2013 - August 2014
Hatboro Federal Savings Bank May 2012 - May 2013
Skills
Investments, Teamwork, Leadership, Finance, Microsoft Word, Financial Analysis, Banking, Microsoft Office, Microsoft Excel, Access, Public Speaking, Portfolio Management, ETFs, Series 7, Series 63, Spanish, Equities, Corporate Finance, Financial Reporting, CRM, Accounting, Project Management, Derivatives, Business Ethics, Equity Research, Equity Trading, Financial Modeling, Financial Accounting, Analytics, Quantitative Research, Quantitative Analytics, Fixed Income, Alternative Investments, Options, Option Pricing Models, Option Valuation, FX trading, FX Options, FX Hedging, FX Derivatives
Education
Villanova University 2013 — 2016
Master of Business Administration (MBA), Finance and Analytics
La Salle University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations, finance, accounting, 3.59 GPA
Vanguard September 2015 - Present
Vanguard August 2014 - Present
Vanguard May 2013 - August 2014
Hatboro Federal Savings Bank May 2012 - May 2013
Skills
Investments, Teamwork, Leadership, Finance, Microsoft Word, Financial Analysis, Banking, Microsoft Office, Microsoft Excel, Access, Public Speaking, Portfolio Management, ETFs, Series 7, Series 63, Spanish, Equities, Corporate Finance, Financial Reporting, CRM, Accounting, Project Management, Derivatives, Business Ethics, Equity Research, Equity Trading, Financial Modeling, Financial Accounting, Analytics, Quantitative Research, Quantitative Analytics, Fixed Income, Alternative Investments, Options, Option Pricing Models, Option Valuation, FX trading, FX Options, FX Hedging, FX Derivatives
Education
Villanova University 2013 — 2016
Master of Business Administration (MBA), Finance and Analytics
La Salle University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations, finance, accounting, 3.59 GPA
Jeffrey Maichrowycz Jeffrey Maichrowycz's Vanguard Experience June 2014 - Present
Job Supervisor at Vanguard
Industry Financial Services
Experience
Vanguard June 2014 - Present
Vanguard September 2012 - Present
Vanguard May 2011 - September 2012
CPA Financial Group, LLC. December 2009 - August 2010
Prudential Financial August 2009 - December 2009
Education
La Salle University 2005 — 2009
BSBA, Finance, Marketing
La Salle University - School of Business Administration 2005 — 2009
Finance, Marketing
Father Judge High School 2001 — 2005
Vanguard June 2014 - Present
Vanguard September 2012 - Present
Vanguard May 2011 - September 2012
CPA Financial Group, LLC. December 2009 - August 2010
Prudential Financial August 2009 - December 2009
Education
La Salle University 2005 — 2009
BSBA, Finance, Marketing
La Salle University - School of Business Administration 2005 — 2009
Finance, Marketing
Father Judge High School 2001 — 2005
Enkida Behaj's Vanguard Experience April 2012 - Present
Job Client Relationship Administrator at Vanguard
Industry Financial Services
Experience
Vanguard April 2012 - Present
Vanguard February 2014 - June 2014
Vanguard September 2008 - March 2012
Taylor & Francis Group June 2007 - February 2008
Skills
Manage Client..., Project Management, Training, Critical Thinking, Enjoy Working with..., Problem Solving, Work Well Independently, Coordinating Events, Highly detail oriented, Defined Benefit, Pensions, ERISA, Plan Conversions, Plan Terminations, Marketing, Management, Mutual Funds, CRM
Education
La Salle University 2004 — 2008
Bachelor of Science (B.S.), Marketing, Management, International Business
Vanguard April 2012 - Present
Vanguard February 2014 - June 2014
Vanguard September 2008 - March 2012
Taylor & Francis Group June 2007 - February 2008
Skills
Manage Client..., Project Management, Training, Critical Thinking, Enjoy Working with..., Problem Solving, Work Well Independently, Coordinating Events, Highly detail oriented, Defined Benefit, Pensions, ERISA, Plan Conversions, Plan Terminations, Marketing, Management, Mutual Funds, CRM
Education
La Salle University 2004 — 2008
Bachelor of Science (B.S.), Marketing, Management, International Business
Denel Kopf Denel Kopf's Vanguard Experience December 2011 - Present
Job Social Media Channel Manager at Vanguard
Industry Financial Services
Experience
Vanguard December 2011 - Present
Vanguard Charitable Endowment Program April 2009 - December 2011
Vanguard Charitable Endowment Program May 2005 - March 2009
Vanguard Charitable Endowment Program September 2004 - May 2005
Skills
Marketing, Social Media, Marketing Communications, Non-profits, Project Management, Social Media Marketing, Program Management, Marketing Strategy, Project Planning, Nonprofits, Management, Fundraising, Data Analysis, Leadership, Strategic Communications, Public Speaking, Strategic Planning
Education
Northwestern University 2013 — 2016
Master's in Integrated Marketing Communications, Marketing
University of Pennsylvania - The Wharton School 2009 — 2010
Certificate, Marketing
Lafayette College 2000 — 2004
BA, Economics and Business
Lower Merion High School 1996 — 2000
Vanguard December 2011 - Present
Vanguard Charitable Endowment Program April 2009 - December 2011
Vanguard Charitable Endowment Program May 2005 - March 2009
Vanguard Charitable Endowment Program September 2004 - May 2005
Skills
Marketing, Social Media, Marketing Communications, Non-profits, Project Management, Social Media Marketing, Program Management, Marketing Strategy, Project Planning, Nonprofits, Management, Fundraising, Data Analysis, Leadership, Strategic Communications, Public Speaking, Strategic Planning
Education
Northwestern University 2013 — 2016
Master's in Integrated Marketing Communications, Marketing
University of Pennsylvania - The Wharton School 2009 — 2010
Certificate, Marketing
Lafayette College 2000 — 2004
BA, Economics and Business
Lower Merion High School 1996 — 2000
Cara McCutcheon Cara McCutcheon's Vanguard Experience May 2015 - Present
Job Chief of Staff, Planning and Development at Vanguard
Industry Financial Services
Experience
Vanguard May 2015 - Present
Vanguard June 2014 - May 2015
Vanguard August 2012 - June 2014
Vanguard August 2011 - August 2012
Vanguard June 2010 - August 2011
Lafayette Academic Resource Center October 2008 - May 2010
Citco Fund Services February 2009 - April 2009
Willow Financial Bank Corporate Office December 2006 - August 2008
Skills
CRM, Financial Reporting
Education
Lafayette College 2006 — 2010
Bachelor of Arts, Economics and Business, Certificate of Financial Policy Analysis
Vanguard May 2015 - Present
Vanguard June 2014 - May 2015
Vanguard August 2012 - June 2014
Vanguard August 2011 - August 2012
Vanguard June 2010 - August 2011
Lafayette Academic Resource Center October 2008 - May 2010
Citco Fund Services February 2009 - April 2009
Willow Financial Bank Corporate Office December 2006 - August 2008
Skills
CRM, Financial Reporting
Education
Lafayette College 2006 — 2010
Bachelor of Arts, Economics and Business, Certificate of Financial Policy Analysis
Connor Ortolf's Vanguard Experience May 2014 - April 2015
Job Analyst at BlackRock
Industry Financial Services
Experience
BlackRock April 2015 - Present
Vanguard May 2014 - April 2015
Northwestern Mutual May 2013 - May 2014
JPMorgan Chase January 2014 - January 2014
Education
Lafayette College 2010 — 2014
Bachelor's degree, Economics, 2014
Ocean City High School 2007 — 2010
BlackRock April 2015 - Present
Vanguard May 2014 - April 2015
Northwestern Mutual May 2013 - May 2014
JPMorgan Chase January 2014 - January 2014
Education
Lafayette College 2010 — 2014
Bachelor's degree, Economics, 2014
Ocean City High School 2007 — 2010
Keyona Polk Keyona Polk's Vanguard Experience January 2013 - Present
Job Unix Systems Analyst at Vanguard
Industry Information Technology and Services
Experience
Vanguard January 2013 - Present
Vanguard June 2011 - January 2013
Department of Veterans Affairs November 2010 - June 2011
Skills
Java, Perl Script, Unix Operating Systems, Red Hat Linux, Solaris 8/9/10, VMware Infrastructure, F5 BigIP
Education
La Salle University 2007 — 2011
Computer Science & Information Technology, Computer Science, GPA 3.8
Vanguard January 2013 - Present
Vanguard June 2011 - January 2013
Department of Veterans Affairs November 2010 - June 2011
Skills
Java, Perl Script, Unix Operating Systems, Red Hat Linux, Solaris 8/9/10, VMware Infrastructure, F5 BigIP
Education
La Salle University 2007 — 2011
Computer Science & Information Technology, Computer Science, GPA 3.8
Cindy Mezzanotte's Vanguard Experience June 1994 - August 2000
Job Owner at Pennsylvania Insurance Network
Industry Insurance
Experience
Pennsylvania Insurance Network March 2006 - Present
Vanguard June 1994 - August 2000
Devon Direct 1990 - 1994
Media Research Center 1988 - 1989
Skills
Property & Casualty..., Insurance, Customer Service, Commercial Insurance, New Business Development, Marketing, Strategic Planning, Life Insurance, Team Building, Health Insurance, Term Life Insurance, Sales, Healthcare, Microsoft Office, Marketing Strategy, Social Media
Education
La Salle University
La Salle University
Pennsylvania Insurance Network March 2006 - Present
Vanguard June 1994 - August 2000
Devon Direct 1990 - 1994
Media Research Center 1988 - 1989
Skills
Property & Casualty..., Insurance, Customer Service, Commercial Insurance, New Business Development, Marketing, Strategic Planning, Life Insurance, Team Building, Health Insurance, Term Life Insurance, Sales, Healthcare, Microsoft Office, Marketing Strategy, Social Media
Education
La Salle University
La Salle University
Riki Patel, MBA Riki Patel, MBA's Vanguard Experience September 2013 - June 2014
Job Accountant
Industry Accounting
Experience
ALK Technologies November 2014 - Present
Aramark June 2014 - November 2014
Vanguard September 2013 - June 2014
Beneficial Bank June 2012 - April 2013
ARAMARK March 2012 - June 2012
Einstein Medical Center Philadelphia May 2011 - March 2012
Education
La Salle University 2012 — 2013
Master in Business Administration (MBA), Accounting
La Salle University 2008 — 2012
Bachelor of Science in Business Administration, Accounting and Finance
ALK Technologies November 2014 - Present
Aramark June 2014 - November 2014
Vanguard September 2013 - June 2014
Beneficial Bank June 2012 - April 2013
ARAMARK March 2012 - June 2012
Einstein Medical Center Philadelphia May 2011 - March 2012
Education
La Salle University 2012 — 2013
Master in Business Administration (MBA), Accounting
La Salle University 2008 — 2012
Bachelor of Science in Business Administration, Accounting and Finance
Katie Benek Katie Benek's Vanguard Experience August 2015 - Present
Job Fund Financial Analyst at Vanguard
Industry Financial Services
Experience
Vanguard August 2015 - Present
Vanguard May 2014 - Present
Vanguard June 2013 - May 2014
FDIC May 2012 - August 2012
For Pete's Sake Cancer Respite Foundation August 2011 - January 2012
Merrill Lynch June 2011 - August 2011
Skills
Microsoft Office, Time Management, Leadership, Event Management, PowerPoint, Microsoft Excel, Query Analysis, Communication, Client Service Oriented, Fundraising, Finance, Financial Analysis, Mutual Funds, Financial Reporting, Financial Accounting, Financial Statement..., Analysis
Education
La Salle University 2009 — 2013
Finance and Marketing
Vanguard August 2015 - Present
Vanguard May 2014 - Present
Vanguard June 2013 - May 2014
FDIC May 2012 - August 2012
For Pete's Sake Cancer Respite Foundation August 2011 - January 2012
Merrill Lynch June 2011 - August 2011
Skills
Microsoft Office, Time Management, Leadership, Event Management, PowerPoint, Microsoft Excel, Query Analysis, Communication, Client Service Oriented, Fundraising, Finance, Financial Analysis, Mutual Funds, Financial Reporting, Financial Accounting, Financial Statement..., Analysis
Education
La Salle University 2009 — 2013
Finance and Marketing
James Heisler, CFP®, EA, CDFA James Heisler, CFP®, EA, CDFA's Vanguard Experience 1997 - 2006
Job Seasoned financial planner helping women and families in transition; small business group insurance professional
Industry Financial Services
Experience
Family Wealth Services, LLC January 2006 - Present
St. Jerome's Catholic Church 2012 - 2012
Vanguard 1997 - 2006
The Vanguard Group 1997 - 2006
Skills
Mutual Funds, Investments, Series 63, Series 7, Strategic Financial..., Portfolio Management, Asset Allocation, Investment Advisory, Retirement Planning, Wealth Management, Asset Managment, Investment Management, Investment Strategies, Equities, Estate Planning, ETFs, Alternative Investments, Securities, Fixed Income, Financial Analysis
Education
La Salle University 1987 — 1994
BS, MBA, Finance
Central High School 1983 — 1987
Diploma, Academics
St. Leo
St. Leo
Family Wealth Services, LLC January 2006 - Present
St. Jerome's Catholic Church 2012 - 2012
Vanguard 1997 - 2006
The Vanguard Group 1997 - 2006
Skills
Mutual Funds, Investments, Series 63, Series 7, Strategic Financial..., Portfolio Management, Asset Allocation, Investment Advisory, Retirement Planning, Wealth Management, Asset Managment, Investment Management, Investment Strategies, Equities, Estate Planning, ETFs, Alternative Investments, Securities, Fixed Income, Financial Analysis
Education
La Salle University 1987 — 1994
BS, MBA, Finance
Central High School 1983 — 1987
Diploma, Academics
St. Leo
St. Leo
Rita Walker's Vanguard Experience November 2004 - Present
Job Financial Associate at Vanguard
Industry Financial Services
Experience
Vanguard November 2004 - Present
Skills
Series 63, Coaching, Series 6, Customer Service, Microsoft Excel, Strategic Planning, PowerPoint, Administrative..., Leadership, Marketing, Strategy, Team Building, Microsoft Office, Social Media Marketing, Event Management, Training, Small Business, Budgets
Education
La Salle University
Accounting, Accounting
University of the West Indies, St. Augustine Campus 1986 — 1990
Business Management, Business
Tranquillity Government Secondary 1974 — 1979
Vanguard November 2004 - Present
Skills
Series 63, Coaching, Series 6, Customer Service, Microsoft Excel, Strategic Planning, PowerPoint, Administrative..., Leadership, Marketing, Strategy, Team Building, Microsoft Office, Social Media Marketing, Event Management, Training, Small Business, Budgets
Education
La Salle University
Accounting, Accounting
University of the West Indies, St. Augustine Campus 1986 — 1990
Business Management, Business
Tranquillity Government Secondary 1974 — 1979
Brian Bonanni Brian Bonanni's Vanguard Experience July 2012 - Present
Job Writer at Vanguard
Industry Financial Services
Experience
Vanguard July 2012 - Present
Vanguard March 2007 - July 2012
Vanguard December 2005 - March 2007
Skills
Microsoft Office, Marketing, Customer Service, Microsoft Excel, Social Media Marketing, Project Management, Writing, Editing, Leadership, Team Building
Education
La Salle University 2000 — 2004
Bachelor of Arts (B.A.), Communications
Vanguard July 2012 - Present
Vanguard March 2007 - July 2012
Vanguard December 2005 - March 2007
Skills
Microsoft Office, Marketing, Customer Service, Microsoft Excel, Social Media Marketing, Project Management, Writing, Editing, Leadership, Team Building
Education
La Salle University 2000 — 2004
Bachelor of Arts (B.A.), Communications
Gerry Hoy Gerry Hoy's Vanguard Experience September 2012 - December 2012
Job Oracle Developer at Educational Testing Service (ETS)
Industry Information Technology and Services
Experience
Educational Testing Service (ETS) September 2013 - Present
GMAC ResCap January 2013 - June 2013
Vanguard September 2012 - December 2012
UnitedHealthcare March 2012 - August 2012
Rosgill Consulting January 2011 - April 2012
Hibbert Group 2008 - 2009
Merck- West Point, PA November 2005 - June 2008
IBM Global Services October 2004 - November 2005
Dantek Consulting November 2002 - October 2004
TV Guide June 1999 - May 2002
Skills
PL/SQL, PHP, SQL, AJAX, Java, Databases, Oracle, Oracle Database, MySQL
Education
Lehigh University 1980 — 1982
MS, Mathematics
Lafayette College 1976 — 1979
BA, Mathematics
University of Miami
Educational Testing Service (ETS) September 2013 - Present
GMAC ResCap January 2013 - June 2013
Vanguard September 2012 - December 2012
UnitedHealthcare March 2012 - August 2012
Rosgill Consulting January 2011 - April 2012
Hibbert Group 2008 - 2009
Merck- West Point, PA November 2005 - June 2008
IBM Global Services October 2004 - November 2005
Dantek Consulting November 2002 - October 2004
TV Guide June 1999 - May 2002
Skills
PL/SQL, PHP, SQL, AJAX, Java, Databases, Oracle, Oracle Database, MySQL
Education
Lehigh University 1980 — 1982
MS, Mathematics
Lafayette College 1976 — 1979
BA, Mathematics
University of Miami
Bill Muller Bill Muller's Vanguard Experience August 1993 - April 2005
Job Financial Advisor at Common Cents Planning Inc.
Industry Financial Services
Experience
Common Cents Planning Inc. April 2005 - Present
Vanguard August 1993 - April 2005
Education
Saint Joseph's University 2004 — 2006
Master of Science, Financial Services
La Salle University 1988 — 1992
Bachelor of Science, Finance
Archbishop Kennedy High School 1984 — 1988
Immaculate Heart of Mary 1976 — 1984
Common Cents Planning Inc. April 2005 - Present
Vanguard August 1993 - April 2005
Education
Saint Joseph's University 2004 — 2006
Master of Science, Financial Services
La Salle University 1988 — 1992
Bachelor of Science, Finance
Archbishop Kennedy High School 1984 — 1988
Immaculate Heart of Mary 1976 — 1984
Daniel McBride Jr.'s Vanguard Experience March 2013 - Present
Job Sales Analyst at Vanguard
Industry Financial Services
Experience
Vanguard March 2013 - Present
Vanguard January 2010 - February 2013
Vanguard January 2008 - January 2010
Vanguard August 2006 - December 2007
Vanguard June 2005 - July 2006
Skills
Investments, Series 63, Series 7, Mutual Funds, Retirement Planning, Asset Allocation, Securities, Financial Services, Retirement, 401k, Finance
Education
St. Joseph's University 2006 — 2009
Master of Science in Financial Services
La Salle University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
Vanguard March 2013 - Present
Vanguard January 2010 - February 2013
Vanguard January 2008 - January 2010
Vanguard August 2006 - December 2007
Vanguard June 2005 - July 2006
Skills
Investments, Series 63, Series 7, Mutual Funds, Retirement Planning, Asset Allocation, Securities, Financial Services, Retirement, 401k, Finance
Education
St. Joseph's University 2006 — 2009
Master of Science in Financial Services
La Salle University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
Phil Popeck Phil Popeck's Vanguard Experience July 1996 - Present
Job I/T Project Manager Business Intelligence
Industry Financial Services
Experience
Vanguard July 1996 - Present
McNeil Consumer & Specialty Pharmaceuticals (Johnson & Johnson) August 1988 - July 1996
Matrix Consulting September 1985 - August 1988
Pentamation June 1983 - August 1985
Skills
Business Intelligence, Cognos, Relational Databases, Software Project..., Agile Project Management, Project Management, Data Warehousing, Cross-functional Team..., Process Improvement
Education
Lafayette College 1979 — 1983
BA
Greece Arcadia H.S. 1975 — 1979
Vanguard July 1996 - Present
McNeil Consumer & Specialty Pharmaceuticals (Johnson & Johnson) August 1988 - July 1996
Matrix Consulting September 1985 - August 1988
Pentamation June 1983 - August 1985
Skills
Business Intelligence, Cognos, Relational Databases, Software Project..., Agile Project Management, Project Management, Data Warehousing, Cross-functional Team..., Process Improvement
Education
Lafayette College 1979 — 1983
BA
Greece Arcadia H.S. 1975 — 1979
David Van Osten's Vanguard Experience April 2014 - Present
Job Investment Specialist at Vanguard
Industry Financial Services
Experience
Vanguard April 2014 - Present
Marlin Business Services Corp August 2012 - November 2013
Philadelphia Automotive & Automation Training School June 2011 - August 2011
Skills
Series 7, Series 63, Sales, Leadership, Sales Presentations, Account Management, Microsoft Office, Goldmine, Salesforce.com, Adobe Creative Suite, Webinars
Education
La Salle University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
Vanguard April 2014 - Present
Marlin Business Services Corp August 2012 - November 2013
Philadelphia Automotive & Automation Training School June 2011 - August 2011
Skills
Series 7, Series 63, Sales, Leadership, Sales Presentations, Account Management, Microsoft Office, Goldmine, Salesforce.com, Adobe Creative Suite, Webinars
Education
La Salle University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
Bethany Hudak Bethany Hudak's Vanguard Experience August 2002 - April 2003
Job Financial Management and Sales Professional
Industry Financial Services
Experience
First Niagara Bank October 2010 - January 2015
First Niagara Bank May 2004 - October 2010
Harleysville National Bank April 2003 - May 2004
Vanguard August 2002 - April 2003
Skills
Credit, Sales Management, Team Leadership, Operations Management, Interpersonal..., Small Business Lending, Consumer Lending, Coaching & Mentoring, Team Management, Customer Service, Customer Relations, Credit Analysis, Customer Satisfaction, Small Business, Small Business..., Negotiation, Presentation Skills, Retail Banking, Branch Banking, Online Communications, Risk Management, Operational Efficiency, Sales, Due Diligence, Peer Support, Microsoft Office, Analysis, Commercial Banking, Commercial Lending
Education
La Salle University - School of Business Administration 1998 — 2002
Bachelor's, Finance
First Niagara Bank October 2010 - January 2015
First Niagara Bank May 2004 - October 2010
Harleysville National Bank April 2003 - May 2004
Vanguard August 2002 - April 2003
Skills
Credit, Sales Management, Team Leadership, Operations Management, Interpersonal..., Small Business Lending, Consumer Lending, Coaching & Mentoring, Team Management, Customer Service, Customer Relations, Credit Analysis, Customer Satisfaction, Small Business, Small Business..., Negotiation, Presentation Skills, Retail Banking, Branch Banking, Online Communications, Risk Management, Operational Efficiency, Sales, Due Diligence, Peer Support, Microsoft Office, Analysis, Commercial Banking, Commercial Lending
Education
La Salle University - School of Business Administration 1998 — 2002
Bachelor's, Finance
Matthew J. Doyle Matthew J. Doyle's Vanguard Experience December 2013 - Present
Job Fund Financial Analyst at Vanguard
Industry Financial Services
Experience
Vanguard December 2013 - Present
Vanguard September 2012 - December 2013
Vanguard June 2011 - September 2012
Apple Inc. October 2010 - June 2011
Philadelphia Federal Credit Union February 2010 - May 2010
Gillian's Island Water Park May 2001 - September 2007
Skills
Financial Analysis, Financial Modeling, Finance, Mutual Funds, Investments, ETFs, Financial Reporting, Securities, Bloomberg Terminal
Education
La Salle University 2009 — 2010
M.B.A., Finance
La Salle University 2005 — 2009
B.S., Finance and Management
Vanguard December 2013 - Present
Vanguard September 2012 - December 2013
Vanguard June 2011 - September 2012
Apple Inc. October 2010 - June 2011
Philadelphia Federal Credit Union February 2010 - May 2010
Gillian's Island Water Park May 2001 - September 2007
Skills
Financial Analysis, Financial Modeling, Finance, Mutual Funds, Investments, ETFs, Financial Reporting, Securities, Bloomberg Terminal
Education
La Salle University 2009 — 2010
M.B.A., Finance
La Salle University 2005 — 2009
B.S., Finance and Management
Alexis (Vogel) Morgan's Vanguard Experience June 2014 - Present
Job Senior IT Auditor at Vanguard
Industry Information Technology and Services
Experience
Vanguard June 2014 - Present
Independence Blue Cross June 2010 - June 2014
Ernst & Young September 2006 - May 2010
Skills
IT Audit, Sarbanes-Oxley Act, Risk Management, Internal Audit, Enterprise Risk..., SAS70, Internal Controls, Sarbanes-Oxley, Governance, Risk Assessment, Auditing, CISA, Information Technology, Business Continuity, Information Security..., Business Process...
Education
La Salle University 2012 — 2015
Master of Business Administration (MBA)
Lehigh University 2002 — 2006
Bachelor of Science (BS), Computer Science and Business
GMA 1998 — 2002
Vanguard June 2014 - Present
Independence Blue Cross June 2010 - June 2014
Ernst & Young September 2006 - May 2010
Skills
IT Audit, Sarbanes-Oxley Act, Risk Management, Internal Audit, Enterprise Risk..., SAS70, Internal Controls, Sarbanes-Oxley, Governance, Risk Assessment, Auditing, CISA, Information Technology, Business Continuity, Information Security..., Business Process...
Education
La Salle University 2012 — 2015
Master of Business Administration (MBA)
Lehigh University 2002 — 2006
Bachelor of Science (BS), Computer Science and Business
GMA 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
Drew Moyer Drew Moyer's Vanguard Experience November 2005 - September 2010
Job Project Services Manager at SolTech Inc.
Industry Information Technology and Services
Experience
SolTech Inc. January 2015 - Present
SolTech Inc November 2010 - Present
Vanguard November 2005 - September 2010
Skills
SDLC, Project Management, Agile Methodologies, Consulting, CRM, Business Analysis, Team Leadership, Recruiting, Requirements Analysis, Integration, Microsoft SQL Server, Software Documentation, Databases, Cloud Computing, SharePoint, Vendor Management, Program Management, Process Improvement, Business Intelligence, Software Project..., Information Technology, Requirements Gathering, Software Development, IT Strategy, Business Process..., MS Project, Quality Assurance, Agile Project Management, Enterprise Software, Scrum, Enterprise Architecture, SQL, Testing, Solution Architecture, .NET, Analysis, Web Applications, User Acceptance Testing, Change Management, SOA, Visio
Education
Lafayette College 2001 — 2005
BA, Psychology
SolTech Inc. January 2015 - Present
SolTech Inc November 2010 - Present
Vanguard November 2005 - September 2010
Skills
SDLC, Project Management, Agile Methodologies, Consulting, CRM, Business Analysis, Team Leadership, Recruiting, Requirements Analysis, Integration, Microsoft SQL Server, Software Documentation, Databases, Cloud Computing, SharePoint, Vendor Management, Program Management, Process Improvement, Business Intelligence, Software Project..., Information Technology, Requirements Gathering, Software Development, IT Strategy, Business Process..., MS Project, Quality Assurance, Agile Project Management, Enterprise Software, Scrum, Enterprise Architecture, SQL, Testing, Solution Architecture, .NET, Analysis, Web Applications, User Acceptance Testing, Change Management, SOA, Visio
Education
Lafayette College 2001 — 2005
BA, Psychology
Mark Rounds MBA Mark Rounds MBA's Vanguard Experience 2004 - 2011
Job Licensed Insurance Representative at Transamerica Insurance
Industry Financial Services
Experience
Transamerica Insurance 2013 - Present
Rounds & Associates/ Gateway Health Plan 2011 - 2013
Vanguard 2004 - 2011
Penn Square Real Estate 1998 - 2006
Wachovia Bank/TD Bank 2001 - 2004
Donnelly Directory/Yellow Book 1996 - 2001
Internal Revenue Service 1993 - 2001
J.E. Lonergan Company 1988 - 1993
Skills
Risk Management, Business Analysis, Investment Banking, Customer Service, Small Business, Mutual Funds, Wealth Management, Private Equity, Investments, Insurance, Fixed Annuities, Retirement, Financial Markets, Data Analysis, Banking, Business Development, Financial Analysis, Microsoft Excel, Life Insurance, Retirement Planning, Sales, Financial Modeling, Strategic Planning
Education
La Salle University
Master of Business Administration (M.B.A.), Finance and Marketing (Dual degree)
MSAA- Montana
Medicare Supplement Advisor, Certification- Medicare Supplement Adviser
Temple University
Bachelor’s Degree, Sociology
The American College
CHfC- Chartered Financial Consultant/Financial Planning
Transamerica Insurance 2013 - Present
Rounds & Associates/ Gateway Health Plan 2011 - 2013
Vanguard 2004 - 2011
Penn Square Real Estate 1998 - 2006
Wachovia Bank/TD Bank 2001 - 2004
Donnelly Directory/Yellow Book 1996 - 2001
Internal Revenue Service 1993 - 2001
J.E. Lonergan Company 1988 - 1993
Skills
Risk Management, Business Analysis, Investment Banking, Customer Service, Small Business, Mutual Funds, Wealth Management, Private Equity, Investments, Insurance, Fixed Annuities, Retirement, Financial Markets, Data Analysis, Banking, Business Development, Financial Analysis, Microsoft Excel, Life Insurance, Retirement Planning, Sales, Financial Modeling, Strategic Planning
Education
La Salle University
Master of Business Administration (M.B.A.), Finance and Marketing (Dual degree)
MSAA- Montana
Medicare Supplement Advisor, Certification- Medicare Supplement Adviser
Temple University
Bachelor’s Degree, Sociology
The American College
CHfC- Chartered Financial Consultant/Financial Planning
Greg Torchiana Jr's Vanguard Experience September 2015 - Present
Job Investment Specialist at Vanguard
Industry Financial Services
Experience
Vanguard September 2015 - Present
Vanguard June 2014 - Present
JGWPT Holdings, LLC May 2013 - May 2014
Abercrombie & Fitch Co. December 2011 - April 2013
Presperse Corporation May 2011 - October 2012
Skills
Leadership, Management, Social Media
Education
La Salle University 2006 — 2011
BS, Marketing; Minor History
Vanguard September 2015 - Present
Vanguard June 2014 - Present
JGWPT Holdings, LLC May 2013 - May 2014
Abercrombie & Fitch Co. December 2011 - April 2013
Presperse Corporation May 2011 - October 2012
Skills
Leadership, Management, Social Media
Education
La Salle University 2006 — 2011
BS, Marketing; Minor History
Jon Caplan Jon Caplan's Vanguard Experience July 2012 - Present
Job Risk Management Administrator at Vanguard
Industry Investment Management
Experience
Vanguard July 2012 - Present
Vanguard August 2010 - July 2012
Vanguard May 2008 - August 2010
Randstad@Vanguard October 2007 - February 2008
Education
La Salle University 2001 — 2005
BS, Communication
Vanguard July 2012 - Present
Vanguard August 2010 - July 2012
Vanguard May 2008 - August 2010
Randstad@Vanguard October 2007 - February 2008
Education
La Salle University 2001 — 2005
BS, Communication
Brian Taimanglo's Vanguard Experience July 2015 - Present
Job Vanguard
Industry Financial Services
Experience
Vanguard July 2015 - Present
Samuels and Son Seafood July 2010 - July 2015
Skills
Purchasing, Sales Operations, Sales, Wholesale, Sales Management, Inventory Management, Retail, Forecasting, Market Planning, Negotiation, Marketing, Marketing Strategy, Cold Calling, Pricing, Product Development, Contract Negotiation, Customer Service
Education
Temple University - Fox School of Business and Management 2008 — 2013
Bachelor of Business Administration (B.B.A.), Actuarial Science, Marketing, Finance, 3.4
La Salle University
Vanguard July 2015 - Present
Samuels and Son Seafood July 2010 - July 2015
Skills
Purchasing, Sales Operations, Sales, Wholesale, Sales Management, Inventory Management, Retail, Forecasting, Market Planning, Negotiation, Marketing, Marketing Strategy, Cold Calling, Pricing, Product Development, Contract Negotiation, Customer Service
Education
Temple University - Fox School of Business and Management 2008 — 2013
Bachelor of Business Administration (B.B.A.), Actuarial Science, Marketing, Finance, 3.4
La Salle University
Ryan Barksdale, CFA, CFP®'s Vanguard Experience December 2009 - Present
Job Investment Analyst at Vanguard
Industry Financial Services
Experience
Vanguard December 2009 - Present
Vanguard July 2008 - December 2009
Vanguard November 2006 - July 2008
Vanguard October 2005 - November 2006
Northwestern Mutual May 2004 - September 2004
Skills
Asset Allocation, Mutual Funds, Series 7, Series 63, Investments, Investment Management, Retirement Planning, Retirement, Series 6, Financial Markets, Certified Financial..., Investment Strategies
Education
La Salle University - School of Business Administration 2001 — 2005
Bachelor of Science, Finance
Vanguard December 2009 - Present
Vanguard July 2008 - December 2009
Vanguard November 2006 - July 2008
Vanguard October 2005 - November 2006
Northwestern Mutual May 2004 - September 2004
Skills
Asset Allocation, Mutual Funds, Series 7, Series 63, Investments, Investment Management, Retirement Planning, Retirement, Series 6, Financial Markets, Certified Financial..., Investment Strategies
Education
La Salle University - School of Business Administration 2001 — 2005
Bachelor of Science, Finance
Patrick Milligan Patrick Milligan's Vanguard Experience March 2007 - Present
Job Project Manager at Vanguard
Industry Financial Services
Experience
Vanguard March 2007 - Present
Vanguard February 1999 - February 2007
Siemens Healthcare 1986 - 1999
Fidelity Mutual Life Insurance 1984 - 1986
Skills
Eclipse, Agile Methodologies, Microsoft SQL Server, Sybase, Scrum, DB2, Java, C#, Visual Basic, COBOL, Fixed Income, SDLC, Software Project..., Agile Project Management, Requirements Analysis, Software Development, Equities, Visio, SQL, Integration, Requirements Gathering, Database Design
Education
La Salle University 1982 — 1986
BA, Computer Science
LaSalle College High School
Pennsylvania State University-Great Valley Graduate Center
Vanguard March 2007 - Present
Vanguard February 1999 - February 2007
Siemens Healthcare 1986 - 1999
Fidelity Mutual Life Insurance 1984 - 1986
Skills
Eclipse, Agile Methodologies, Microsoft SQL Server, Sybase, Scrum, DB2, Java, C#, Visual Basic, COBOL, Fixed Income, SDLC, Software Project..., Agile Project Management, Requirements Analysis, Software Development, Equities, Visio, SQL, Integration, Requirements Gathering, Database Design
Education
La Salle University 1982 — 1986
BA, Computer Science
LaSalle College High School
Pennsylvania State University-Great Valley Graduate Center
Joseph Pendergast Joseph Pendergast's Vanguard Experience June 2014 - Present
Job Internal Sales Representative at Vanguard
Industry Financial Services
Experience
Vanguard June 2014 - Present
Vanguard August 2012 - May 2014
Robert Michael Communications Inc June 2011 - May 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Research, Public Speaking, Financial Analysis, Facebook, Access, Data Analysis, Outlook, Public Relations, Teamwork, Finance, Mutual Funds
Education
La Salle University 2008 — 2012
Bachelor of Science Degree, Finance; Accounting; Finance
Vanguard June 2014 - Present
Vanguard August 2012 - May 2014
Robert Michael Communications Inc June 2011 - May 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Research, Public Speaking, Financial Analysis, Facebook, Access, Data Analysis, Outlook, Public Relations, Teamwork, Finance, Mutual Funds
Education
La Salle University 2008 — 2012
Bachelor of Science Degree, Finance; Accounting; Finance
Peter Willis's Vanguard Experience May 2014 - Present
Job Client Side Developer at Vanguard
Industry Information Technology and Services
Experience
Vanguard May 2014 - Present
Vanguard August 2013 - May 2014
Vanguard July 2008 - August 2013
Vanguard July 2006 - July 2008
Vanguard June 2005 - August 2005
Skills
JUnit, Subversion, JavaScript, Spring, XML, CSS, SharePoint, Java, SQL, Unix, XHTML, Eclipse, MySQL, HTML, Scrum, XSL, Quality Center, QTP, Illustrator, Control-M, Photoshop, Microsoft Office, Kanban, Agile, XSLT, OOP, J2EE, JSP, AJAX, Maven, AngularJS, Spring MVC, RESTful WebServices, Selenium
Education
La Salle University 2002 — 2006
B.S., Information Technology
Vanguard May 2014 - Present
Vanguard August 2013 - May 2014
Vanguard July 2008 - August 2013
Vanguard July 2006 - July 2008
Vanguard June 2005 - August 2005
Skills
JUnit, Subversion, JavaScript, Spring, XML, CSS, SharePoint, Java, SQL, Unix, XHTML, Eclipse, MySQL, HTML, Scrum, XSL, Quality Center, QTP, Illustrator, Control-M, Photoshop, Microsoft Office, Kanban, Agile, XSLT, OOP, J2EE, JSP, AJAX, Maven, AngularJS, Spring MVC, RESTful WebServices, Selenium
Education
La Salle University 2002 — 2006
B.S., Information Technology
Cornelius Alexander Cornelius Alexander's Vanguard Experience December 2010 - Present
Job Communication Specialist / WriterComedian
Industry Writing and Editing
Experience
Vanguard December 2010 - Present
Corey Comedy January 2002 - Present
Vanguard January 2007 - December 2010
Vanguard February 2005 - January 2007
Vanguard/United Way August 2004 - February 2005
Vanguard December 2002 - August 2004
Vanguard March 1997 - December 2002
New England Financial Group June 1995 - March 1997
Skills
Dreamweaver, Editing, Video Editing, Scriptwriter, business writing, Humor Writing, Voice Over, Microsoft Office, Word, Excel, PowerPoint, SnagIt, Project Coordination, Acting, Voice Acting, Film Acting, Proofreading, Group Presentations, Presenter, Radio Host, Master of Ceremonies, Writing For The Web, Emcee, Entertainment, Screenwriting, Microsoft Word, Comedy, Video, Film, Creative Writing, Commercials, Mutual Funds, Video Production, Speech Writing, Blogging, Copywriting, Social Networking, Facebook, New Media, Content Development, Press Releases, Television, Newsletters, Copy Editing, Audio Editing, Journalism, Content Strategy, Film Production, Social Media, Broadcast
Education
Lafayette College
Law, Government, English, Theater
Archbishop Carroll High School
Business/Managerial Economics
Vanguard December 2010 - Present
Corey Comedy January 2002 - Present
Vanguard January 2007 - December 2010
Vanguard February 2005 - January 2007
Vanguard/United Way August 2004 - February 2005
Vanguard December 2002 - August 2004
Vanguard March 1997 - December 2002
New England Financial Group June 1995 - March 1997
Skills
Dreamweaver, Editing, Video Editing, Scriptwriter, business writing, Humor Writing, Voice Over, Microsoft Office, Word, Excel, PowerPoint, SnagIt, Project Coordination, Acting, Voice Acting, Film Acting, Proofreading, Group Presentations, Presenter, Radio Host, Master of Ceremonies, Writing For The Web, Emcee, Entertainment, Screenwriting, Microsoft Word, Comedy, Video, Film, Creative Writing, Commercials, Mutual Funds, Video Production, Speech Writing, Blogging, Copywriting, Social Networking, Facebook, New Media, Content Development, Press Releases, Television, Newsletters, Copy Editing, Audio Editing, Journalism, Content Strategy, Film Production, Social Media, Broadcast
Education
Lafayette College
Law, Government, English, Theater
Archbishop Carroll High School
Business/Managerial Economics
George Sarianos George Sarianos's Vanguard Experience October 2012 - July 2014
Job Helping Companies With Their Most Difficult Accounting and Transaction Issues
Industry Accounting
Experience
Pine Hill Group April 2015 - Present
Axia Capital Group LLC July 2014 - April 2015
Vanguard October 2012 - July 2014
KPMG US July 2011 - September 2012
KPMG US July 2008 - June 2011
KPMG US July 2006 - June 2008
Peter G. Sarianos, CPA 2002 - 2006
Skills
Financial Reporting, Accounting, SEC filings, Sarbanes-Oxley Act, Auditing, Internal Controls, Tax, US GAAP, CPA, Assurance, Internal Audit, Financial Modeling, GAAP, Valuation, Corporate Tax, Financial Audits, External Audit, IFRS, SEC Filings, Finance, Financial Analysis, Financial Accounting, Financial Statements, Big 4
Education
La Salle University - School of Business Administration 2004 — 2006
Bachelor's Degree, Accounting
Montgomery County Community College 2001 — 2004
Associates, Accounting
Pine Hill Group April 2015 - Present
Axia Capital Group LLC July 2014 - April 2015
Vanguard October 2012 - July 2014
KPMG US July 2011 - September 2012
KPMG US July 2008 - June 2011
KPMG US July 2006 - June 2008
Peter G. Sarianos, CPA 2002 - 2006
Skills
Financial Reporting, Accounting, SEC filings, Sarbanes-Oxley Act, Auditing, Internal Controls, Tax, US GAAP, CPA, Assurance, Internal Audit, Financial Modeling, GAAP, Valuation, Corporate Tax, Financial Audits, External Audit, IFRS, SEC Filings, Finance, Financial Analysis, Financial Accounting, Financial Statements, Big 4
Education
La Salle University - School of Business Administration 2004 — 2006
Bachelor's Degree, Accounting
Montgomery County Community College 2001 — 2004
Associates, Accounting
Daniel Heavey Daniel Heavey's Vanguard Experience January 2014 - Present
Job Licensed Stockbroker at Vanguard
Industry Financial Services
Experience
Vanguard January 2014 - Present
Vanguard February 2013 - December 2013
Vanguard February 2012 - January 2013
Vanguard August 2010 - January 2012
Sunoco June 2009 - November 2009
Skills
Series 7, Series 6, Series 63, Asset Allocation, Bloomberg Terminal, Microsoft Excel, Microsoft Word, Mutual Funds, ETFs, Investments, Client Relationships..., Consultative Selling, StrengthsFinder
Education
La Salle University 2005 — 2009
Bachelor’s Degree, Finance
Vanguard January 2014 - Present
Vanguard February 2013 - December 2013
Vanguard February 2012 - January 2013
Vanguard August 2010 - January 2012
Sunoco June 2009 - November 2009
Skills
Series 7, Series 6, Series 63, Asset Allocation, Bloomberg Terminal, Microsoft Excel, Microsoft Word, Mutual Funds, ETFs, Investments, Client Relationships..., Consultative Selling, StrengthsFinder
Education
La Salle University 2005 — 2009
Bachelor’s Degree, Finance
Andy Huber's Vanguard Experience October 2012 - Present
Job Configuration Analyst at Vanguard
Industry Financial Services
Experience
Vanguard October 2012 - Present
RBC March 2010 - October 2012
Merrill Lynch April 2004 - March 2010
ABN AMRO Sage January 2001 - April 2004
Philadelphia Stock Exchange August 1999 - December 2000
Skills
Perl, Unix, Visual C#, C++, Root Cause Analysis, Java, Microsoft Office, JIRA, Hudson, Tortoise SVN, CVS, SQL, Shell Scripting, FIX Protocol, TIBCO EMS, Order Management, Smart Order Routing, Business Analysis, Exchange Connectivity, Latency Analysis, Electronic Trading, Software Configuration..., Quality Assurance, Quality Center, Release Management, Build Management, Regression, Test Automation, Strategic Planning, Production Support, Software Lifecycle..., TCP/IP, XML, Confluence
Education
Villanova University 2001 — 2005
MS, Computer Science
Lafayette College 1995 — 1999
BA, Mathematics / Economics
Vanguard October 2012 - Present
RBC March 2010 - October 2012
Merrill Lynch April 2004 - March 2010
ABN AMRO Sage January 2001 - April 2004
Philadelphia Stock Exchange August 1999 - December 2000
Skills
Perl, Unix, Visual C#, C++, Root Cause Analysis, Java, Microsoft Office, JIRA, Hudson, Tortoise SVN, CVS, SQL, Shell Scripting, FIX Protocol, TIBCO EMS, Order Management, Smart Order Routing, Business Analysis, Exchange Connectivity, Latency Analysis, Electronic Trading, Software Configuration..., Quality Assurance, Quality Center, Release Management, Build Management, Regression, Test Automation, Strategic Planning, Production Support, Software Lifecycle..., TCP/IP, XML, Confluence
Education
Villanova University 2001 — 2005
MS, Computer Science
Lafayette College 1995 — 1999
BA, Mathematics / Economics
Matthew Taddei's Vanguard Experience October 1997 - Present
Job Internal Communicator at Vanguard
Industry Financial Services
Experience
Vanguard October 1997 - Present
Arcadia University December 1994 - May 1996
Skills
Editing, Marketing Communications, Marketing, Copywriting, Social Media, Creative Writing, Writing, Video Production, Intranet, Kaizen, Portrait Photography, Event Photography, Videography, Internal Communications, Corporate Communications, Communications Planning, Consulting, Music Production, Songwriting, Music Performance, Adobe Creative Suite, Research, Strategic Communications, Microsoft Word, Event Planning, Marketing Strategy, Public Speaking, Public Relations, Microsoft Office, Project Management, Leadership
Education
La Salle University 1990 — 1994
Bachelor of Arts (B.A.), English Language and Literature/Letters
Vanguard October 1997 - Present
Arcadia University December 1994 - May 1996
Skills
Editing, Marketing Communications, Marketing, Copywriting, Social Media, Creative Writing, Writing, Video Production, Intranet, Kaizen, Portrait Photography, Event Photography, Videography, Internal Communications, Corporate Communications, Communications Planning, Consulting, Music Production, Songwriting, Music Performance, Adobe Creative Suite, Research, Strategic Communications, Microsoft Word, Event Planning, Marketing Strategy, Public Speaking, Public Relations, Microsoft Office, Project Management, Leadership
Education
La Salle University 1990 — 1994
Bachelor of Arts (B.A.), English Language and Literature/Letters
Donald Jay Bird, CFP®'s Vanguard Experience 2004 - 2007
Job Senior Managing Consultant at The PFM Group
Industry Investment Management
Experience
The PFM Group January 2015 - Present
Hirtle Callaghan & Co. April 2007 - December 2014
Vanguard 2004 - 2007
Skills
Investments, Asset Management, Endowments, Foundations, Pension Funds, Investment Advisory, Investment Policy, Portfolio Management, Asset, Hedge Funds, Private Equity, Asset Allocation, Family Office, Outsourced Solutions, Estate Planning, Series 6, Series 63, Series 3, Series 65, Certified Financial..., Investment Strategies, Alternative Investments, Financial Markets
Education
University of Georgia - Terry College of Business 2008 — 2010
Executive Program for Financial Planning
La Salle University - School of Business Administration 2004 — 2007
Master of Business Administration (M.B.A.)
Temple University - Fox School of Business and Management 1999 — 2003
Bachelor's Degree
Central High School, Philadelphia, PA 1995 — 1999
The PFM Group January 2015 - Present
Hirtle Callaghan & Co. April 2007 - December 2014
Vanguard 2004 - 2007
Skills
Investments, Asset Management, Endowments, Foundations, Pension Funds, Investment Advisory, Investment Policy, Portfolio Management, Asset, Hedge Funds, Private Equity, Asset Allocation, Family Office, Outsourced Solutions, Estate Planning, Series 6, Series 63, Series 3, Series 65, Certified Financial..., Investment Strategies, Alternative Investments, Financial Markets
Education
University of Georgia - Terry College of Business 2008 — 2010
Executive Program for Financial Planning
La Salle University - School of Business Administration 2004 — 2007
Master of Business Administration (M.B.A.)
Temple University - Fox School of Business and Management 1999 — 2003
Bachelor's Degree
Central High School, Philadelphia, PA 1995 — 1999
Natalie Bair Sotak's Vanguard Experience September 2006 - March 2009
Job Communications Supervisor at HealthNow Administrative Services
Industry Insurance
Experience
HealthNow Administrative Services March 2011 - Present
Brokerage Concepts, Inc. March 2009 - March 2011
Vanguard September 2006 - March 2009
Brokerage Concepts, Inc. August 1996 - September 2006
Skills
Employee Benefits, Health Insurance, Insurance, Claim, Benefits Administration, Brokers, Health Savings Accounts, Account Management
Education
Pennsylvania State University-Great Valley Graduate Center 2007 — 2009
MBA, Business Administration
La Salle University 1992 — 1996
B.A., English
HealthNow Administrative Services March 2011 - Present
Brokerage Concepts, Inc. March 2009 - March 2011
Vanguard September 2006 - March 2009
Brokerage Concepts, Inc. August 1996 - September 2006
Skills
Employee Benefits, Health Insurance, Insurance, Claim, Benefits Administration, Brokers, Health Savings Accounts, Account Management
Education
Pennsylvania State University-Great Valley Graduate Center 2007 — 2009
MBA, Business Administration
La Salle University 1992 — 1996
B.A., English
Jim Roddy's Vanguard Experience 1998 - 1999
Job Workday Integration Developer at CSC Workday Practice Integration Team
Industry Computer & Network Security
Experience
CSC - Workday Practice - Integration Team December 2014 - Present
CSC April 1999 - Present
CSC August 2014 - November 2014
Omnicare April 2011 - July 2014
Harvard Pilgrim Health Care September 2009 - December 2010
ATPCO 2005 - 2009
PJM 2003 - 2004
ETS 2002 - 2003
First USA 1999 - 2001
Vanguard 1998 - 1999
Skills
SDLC, Enterprise Architecture, Data Warehousing, IT Strategy, Data Modeling, Requirements Analysis, Business Intelligence, SOA, Solution Architecture, Database Design, Software Project..., Integration, Databases, IT Management, ETL, Systems Analysis, Software Development, Business Analysis, Oracle, PMP, Agile Methodologies, Unix, Visio, Requirements Gathering, DB2, SharePoint, Microsoft SQL Server, SQL, Data Migration, ITIL
Education
La Salle University 1981 — 1985
Bachelor's degree, Computer Science
La Salle University 1981 — 1985
BS, Computer Science
CSC - Workday Practice - Integration Team December 2014 - Present
CSC April 1999 - Present
CSC August 2014 - November 2014
Omnicare April 2011 - July 2014
Harvard Pilgrim Health Care September 2009 - December 2010
ATPCO 2005 - 2009
PJM 2003 - 2004
ETS 2002 - 2003
First USA 1999 - 2001
Vanguard 1998 - 1999
Skills
SDLC, Enterprise Architecture, Data Warehousing, IT Strategy, Data Modeling, Requirements Analysis, Business Intelligence, SOA, Solution Architecture, Database Design, Software Project..., Integration, Databases, IT Management, ETL, Systems Analysis, Software Development, Business Analysis, Oracle, PMP, Agile Methodologies, Unix, Visio, Requirements Gathering, DB2, SharePoint, Microsoft SQL Server, SQL, Data Migration, ITIL
Education
La Salle University 1981 — 1985
Bachelor's degree, Computer Science
La Salle University 1981 — 1985
BS, Computer Science
John Raidy's Vanguard Experience 2000 - Present
Job Relationship Manager at Vanguard
Industry Financial Services
Rachel Apanewicz-Delgado's Vanguard Experience 2005 - 2006
Job Consultant, Program Management at Partner's Consulting, Inc.
Industry Financial Services
Experience
Partner's Consulting, Inc. 2014 - Present
Freedom Mortgage September 2012 - September 2014
TTI of USA November 2011 - September 2012
University of Phoenix August 2006 - August 2012
University of Pennsylvania May 2011 - May 2012
Fannie Mae October 2006 - November 2011
Vanguard 2005 - 2006
TruePosition 2003 - 2005
World Gate Communications 2001 - 2003
Peregrine Systems 1999 - 2001
Skills
Risk Management, Program Management, Analysis, Process Improvement, Project Management, Training, Six Sigma, Security, Policy, Cross-functional Team..., Testing, Management, Strategy, Access, Process Engineering, Organizational..., Business Process..., Analytics, Risk Assessment, Problem Solving, Green Belt, Organizational..., Enterprise Risk..., Financial Analysis, Mortgage Banking, Mortgage Servicing, Strategic Planning, Software Documentation, Visio, Governance, Financial Risk, CRM, Information Technology, GMP, Mortgage Underwriting, Thought Leadership, Vendor Management, Third Party Vendor..., Information Assurance, Information Security..., Team Leadership, Information Security, SharePoint, ECOA, Student Leadership, University Teaching, Employee Training, Marketing Strategy, Information Security..., Fair Housing
Education
University of Pennsylvania 2009 — 2014
Working toward MS, Organizational Dynamics
University of Kentucky 1993 — 1996
MA, Literature
La Salle University 1989 — 1993
BA, English
Partner's Consulting, Inc. 2014 - Present
Freedom Mortgage September 2012 - September 2014
TTI of USA November 2011 - September 2012
University of Phoenix August 2006 - August 2012
University of Pennsylvania May 2011 - May 2012
Fannie Mae October 2006 - November 2011
Vanguard 2005 - 2006
TruePosition 2003 - 2005
World Gate Communications 2001 - 2003
Peregrine Systems 1999 - 2001
Skills
Risk Management, Program Management, Analysis, Process Improvement, Project Management, Training, Six Sigma, Security, Policy, Cross-functional Team..., Testing, Management, Strategy, Access, Process Engineering, Organizational..., Business Process..., Analytics, Risk Assessment, Problem Solving, Green Belt, Organizational..., Enterprise Risk..., Financial Analysis, Mortgage Banking, Mortgage Servicing, Strategic Planning, Software Documentation, Visio, Governance, Financial Risk, CRM, Information Technology, GMP, Mortgage Underwriting, Thought Leadership, Vendor Management, Third Party Vendor..., Information Assurance, Information Security..., Team Leadership, Information Security, SharePoint, ECOA, Student Leadership, University Teaching, Employee Training, Marketing Strategy, Information Security..., Fair Housing
Education
University of Pennsylvania 2009 — 2014
Working toward MS, Organizational Dynamics
University of Kentucky 1993 — 1996
MA, Literature
La Salle University 1989 — 1993
BA, English
Richard Gillin's Vanguard Experience February 2012 - Present
Job Senior Risk Analyst at Vanguard
Industry Financial Services
Experience
Vanguard February 2012 - Present
Vanguard January 2008 - February 2012
Skills
Risk Management, Risk Assessment, Enterprise Risk..., Business Continuity, Compliance
Education
LaSalle University 2004 — 2009
Master of Business Administration (MBA), Finance, General
La Salle University 1996 — 2000
Bachelor of Arts (B.A.), Criminal Justice and Corrections
Vanguard February 2012 - Present
Vanguard January 2008 - February 2012
Skills
Risk Management, Risk Assessment, Enterprise Risk..., Business Continuity, Compliance
Education
LaSalle University 2004 — 2009
Master of Business Administration (MBA), Finance, General
La Salle University 1996 — 2000
Bachelor of Arts (B.A.), Criminal Justice and Corrections
Michelle Bolig's Vanguard Experience December 2014 - Present
Job HNW Client Manager at Vanguard
Industry Financial Services
Experience
Vanguard December 2014 - Present
Vanguard March 2013 - December 2014
Vanguard August 2007 - March 2013
Vanguard June 1999 - August 2007
Skills
Series 6, Series 63, Mutual Funds, Relationship Management, Financial Services, 401k, Asset Allocation, Investments, Retirement, Retirement Planning, Strategic Financial..., Series 7
Education
Villanova University 2003 — 2005
MBA
La Salle University 1995 — 1999
BA, English and Communication
Vanguard December 2014 - Present
Vanguard March 2013 - December 2014
Vanguard August 2007 - March 2013
Vanguard June 1999 - August 2007
Skills
Series 6, Series 63, Mutual Funds, Relationship Management, Financial Services, 401k, Asset Allocation, Investments, Retirement, Retirement Planning, Strategic Financial..., Series 7
Education
Villanova University 2003 — 2005
MBA
La Salle University 1995 — 1999
BA, English and Communication
James Calvano's Vanguard Experience May 2010 - Present
Job Banking Relationship Manager at Vanguard
Industry Financial Services
Experience
Vanguard May 2010 - Present
Delaware Valley College March 2009 - Present
The Vanguard Group July 2006 - September 2010
The Vanguard Group January 2000 - July 2006
BISYS 1998 - 2000
Skills
Finance, Leadership, Investments, Banking, Six Sigma, Project Management, Financial Analysis, Leadership Development, Risk Management, Strategic Planning
Education
Saint Anselm College 1987 — 1991
BA, Business and Economics
East Greenwich High School 1983 — 1987
Diploma
La Salle University
MBA, Management
Vanguard May 2010 - Present
Delaware Valley College March 2009 - Present
The Vanguard Group July 2006 - September 2010
The Vanguard Group January 2000 - July 2006
BISYS 1998 - 2000
Skills
Finance, Leadership, Investments, Banking, Six Sigma, Project Management, Financial Analysis, Leadership Development, Risk Management, Strategic Planning
Education
Saint Anselm College 1987 — 1991
BA, Business and Economics
East Greenwich High School 1983 — 1987
Diploma
La Salle University
MBA, Management
Terence MacKay's Vanguard Experience December 1987 - Present
Job Team Leader at Vanguard
Industry Financial Services
Experience
Vanguard December 1987 - Present
Skills
Series 7, Wealth Management, Fixed Income, Asset Management, Strategic Planning, Trading, Investments, Financial Services, Mutual Funds, Leadership, Management
Education
La Salle University 1983 — 1987
Marketing Information Technology
Vanguard December 1987 - Present
Skills
Series 7, Wealth Management, Fixed Income, Asset Management, Strategic Planning, Trading, Investments, Financial Services, Mutual Funds, Leadership, Management
Education
La Salle University 1983 — 1987
Marketing Information Technology
Bill Gruccio's Vanguard Experience May 2008 - Present
Job Retirement Education Consultant at Vanguard
Industry Financial Services
Experience
Vanguard May 2008 - Present
Skills
Series 6, Series 63, Mutual Funds, Performance Measurement, 401k, Training, Employee Training, Team Leadership, Leadership, Coaching, Employee Benefits, Relationship Management, Qualified Retirement..., Defined Contribution, Retirement Planning, Retirement Savings, Financial Services, IRAs, Portfolio Management, Asset Allocation, Securities, Investments, Customer Service...
Education
La Salle University 2002 — 2006
Master of Business Administration (M.B.A.)
Providence College 1995 — 1999
BS, Health Management
Vanguard May 2008 - Present
Skills
Series 6, Series 63, Mutual Funds, Performance Measurement, 401k, Training, Employee Training, Team Leadership, Leadership, Coaching, Employee Benefits, Relationship Management, Qualified Retirement..., Defined Contribution, Retirement Planning, Retirement Savings, Financial Services, IRAs, Portfolio Management, Asset Allocation, Securities, Investments, Customer Service...
Education
La Salle University 2002 — 2006
Master of Business Administration (M.B.A.)
Providence College 1995 — 1999
BS, Health Management
Juliet Bronstein Czabaranek's Vanguard Experience August 2007 - October 2007
Job Sr. Transportation Analyst at Johnson & Johnson
Industry Logistics and Supply Chain
Experience
Johnson & Johnson May 2012 - Present
Johnson & Johnson July 2014 - December 2014
Johnson & Johnson July 2010 - April 2012
Johnson & Johnson May 2009 - July 2010
Johnson & Johnson November 2007 - May 2009
Vanguard August 2007 - October 2007
Skills
Logistics, Transportation, Cross-functional Team..., Supply Chain, Process Improvement, Strategic Sourcing, Supply Chain Operations, Customer Service, SAP, Consumer Products, Freight Payment, Healthcare, Logistics Management, Supply Chain Management, Management
Education
La Salle University 2010 — 2012
Master of Business Administration (MBA), Management
Ursinus College 2003 — 2007
Bachelor of Science, Double Major: Psychology and Business/Economics
Germantown Academy 1999 — 2003
Diploma
Johnson & Johnson May 2012 - Present
Johnson & Johnson July 2014 - December 2014
Johnson & Johnson July 2010 - April 2012
Johnson & Johnson May 2009 - July 2010
Johnson & Johnson November 2007 - May 2009
Vanguard August 2007 - October 2007
Skills
Logistics, Transportation, Cross-functional Team..., Supply Chain, Process Improvement, Strategic Sourcing, Supply Chain Operations, Customer Service, SAP, Consumer Products, Freight Payment, Healthcare, Logistics Management, Supply Chain Management, Management
Education
La Salle University 2010 — 2012
Master of Business Administration (MBA), Management
Ursinus College 2003 — 2007
Bachelor of Science, Double Major: Psychology and Business/Economics
Germantown Academy 1999 — 2003
Diploma
Jason Madden MBA's Vanguard Experience 2010 - Present
Job Project Manager at Vanguard
Industry Commercial Real Estate
Experience
Vanguard 2010 - Present
Berkadia Commercial Mortgage LLC December 2009 - 2010
Capmark Financial Group Inc. August 2005 - December 2009
Keystone Mercy Health Plan May 2002 - August 2005
ICG Commerce 2000 - 2002
CherryRoad Technologies 1997 - 2000
Advanta 1994 - 1997
Skills
SDLC, Change Management, ERP, Forecasting, Sarbanes-Oxley, Disaster Recovery, Program Management, Management, Integration, PeopleSoft, Vendor Management, General Ledger, Training, Account Reconciliation, Enterprise Software, Internal Controls, Business Analysis, Leadership, Accounts Payable, Process Improvement, Business Intelligence, Business Process..., Information Technology, Financial Statements, Finance, Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Analysis
Education
La Salle University 1996 — 1999
MBA, Accounting
Philadelphia University 1989 — 1993
Bachelor of Science, Accounting
Vanguard 2010 - Present
Berkadia Commercial Mortgage LLC December 2009 - 2010
Capmark Financial Group Inc. August 2005 - December 2009
Keystone Mercy Health Plan May 2002 - August 2005
ICG Commerce 2000 - 2002
CherryRoad Technologies 1997 - 2000
Advanta 1994 - 1997
Skills
SDLC, Change Management, ERP, Forecasting, Sarbanes-Oxley, Disaster Recovery, Program Management, Management, Integration, PeopleSoft, Vendor Management, General Ledger, Training, Account Reconciliation, Enterprise Software, Internal Controls, Business Analysis, Leadership, Accounts Payable, Process Improvement, Business Intelligence, Business Process..., Information Technology, Financial Statements, Finance, Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Analysis
Education
La Salle University 1996 — 1999
MBA, Accounting
Philadelphia University 1989 — 1993
Bachelor of Science, Accounting
Brooke Rice's Vanguard Experience September 2008 - Present
Job Relationship Manager at Vanguard
Industry Financial Services
Experience
Vanguard September 2008 - Present
Vanguard January 2007 - September 2008
Skills
Series 63, Series 7, QKA, MBA, Series 6, CRM, Investments, Portfolio Management, Leadership Development, 401k, Strategy, Management, Mutual Funds, Qualified Retirement...
Education
La Salle University
Master of Business Administration (MBA)
Penn State University
Bachelor of Science (BS)
Vanguard September 2008 - Present
Vanguard January 2007 - September 2008
Skills
Series 63, Series 7, QKA, MBA, Series 6, CRM, Investments, Portfolio Management, Leadership Development, 401k, Strategy, Management, Mutual Funds, Qualified Retirement...
Education
La Salle University
Master of Business Administration (MBA)
Penn State University
Bachelor of Science (BS)
Lisa Rae's Vanguard Experience February 1990 - November 2001
Job Director of Finance and Administration at International Micro Systems, Inc.
Industry Computer Software
Experience
International Micro Systems, Inc. November 2004 - Present
LaSalle University December 2001 - Present
Vanguard February 1990 - November 2001
Skills
Customer Service, Coaching, Microsoft Excel, Public Speaking, Microsoft Office, Marketing, Strategic Planning, Microsoft Word, Accounting, Recruiting, Training, Human Resources, Management, Business Planning
Education
La Salle University 1990 — 1992
Master of Business Administration (MBA)
St. Joseph's University 1985 — 1989
Bachelor of Science (B.S.), Marketing
International Micro Systems, Inc. November 2004 - Present
LaSalle University December 2001 - Present
Vanguard February 1990 - November 2001
Skills
Customer Service, Coaching, Microsoft Excel, Public Speaking, Microsoft Office, Marketing, Strategic Planning, Microsoft Word, Accounting, Recruiting, Training, Human Resources, Management, Business Planning
Education
La Salle University 1990 — 1992
Master of Business Administration (MBA)
St. Joseph's University 1985 — 1989
Bachelor of Science (B.S.), Marketing
Paul Drakeley's Vanguard Experience April 2005 - January 2007
Job Managing Director, National Accounts, BlackRock
Industry Financial Services
Experience
BlackRock June 2010 - Present
The Vanguard Group January 2007 - May 2010
Vanguard April 2005 - January 2007
Vanguard April 2003 - April 2005
Lehman Brothers July 2000 - April 2003
Merrill Lynch July 1994 - July 2000
Education
La Salle University 2003 — 2006
MBA
La Salle University - School of Business Administration 1990 — 1994
Finance
Archbishop Wood High School 1986 — 1990
BlackRock June 2010 - Present
The Vanguard Group January 2007 - May 2010
Vanguard April 2005 - January 2007
Vanguard April 2003 - April 2005
Lehman Brothers July 2000 - April 2003
Merrill Lynch July 1994 - July 2000
Education
La Salle University 2003 — 2006
MBA
La Salle University - School of Business Administration 1990 — 1994
Finance
Archbishop Wood High School 1986 — 1990
Brian Lunney's Vanguard Experience 2005 - 2008
Job Senior Relationship Manager at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group March 2008 - Present
Vanguard 2005 - 2008
Vanguard 2001 - 2005
Kroll 1996 - 2001
Skills
Series 63, Series 7
Education
La Salle University - School of Business Administration 1996 — 1998
M.B.A., Finance
Widener University 1985 — 1988
B.A., Hotel & Restaurant Management
The Vanguard Group March 2008 - Present
Vanguard 2005 - 2008
Vanguard 2001 - 2005
Kroll 1996 - 2001
Skills
Series 63, Series 7
Education
La Salle University - School of Business Administration 1996 — 1998
M.B.A., Finance
Widener University 1985 — 1988
B.A., Hotel & Restaurant Management
Halyna Martyn's Vanguard Experience April 2015 - Present
Job Compliance Administrator at Vanguard
Industry Investment Management
Experience
Vanguard April 2015 - Present
Vanguard November 2012 - April 2015
Vanguard July 2011 - November 2012
Vanguard January 2010 - July 2011
Bina Chiropractic October 2006 - January 2010
Providence Association February 2006 - September 2006
Ukrainian National Women's League of America UNWLA September 2003 - March 2006
Skills
Investments, Series 63, Retirement, Complaince, 401k, ERISA, QKA
Education
La Salle University 2003 — 2007
Bachelor of Arts (BA), Organizational Dynamics
National University 'Ivan Franko' , Lviv
Vanguard April 2015 - Present
Vanguard November 2012 - April 2015
Vanguard July 2011 - November 2012
Vanguard January 2010 - July 2011
Bina Chiropractic October 2006 - January 2010
Providence Association February 2006 - September 2006
Ukrainian National Women's League of America UNWLA September 2003 - March 2006
Skills
Investments, Series 63, Retirement, Complaince, 401k, ERISA, QKA
Education
La Salle University 2003 — 2007
Bachelor of Arts (BA), Organizational Dynamics
National University 'Ivan Franko' , Lviv
Brian Concannon's Vanguard Experience September 2012 - Present
Job Chief of Staff at Vanguard
Industry Financial Services
Experience
Vanguard September 2012 - Present
Vanguard July 2010 - October 2011
Vanguard January 2009 - June 2010
Philadelphia Zoo 2007 - 2009
Education
Villanova University 2010 — 2011
Green Belt - Six Sigma
La Salle University 2006 — 2010
Finance, Mathematics
Vanguard September 2012 - Present
Vanguard July 2010 - October 2011
Vanguard January 2009 - June 2010
Philadelphia Zoo 2007 - 2009
Education
Villanova University 2010 — 2011
Green Belt - Six Sigma
La Salle University 2006 — 2010
Finance, Mathematics
Eric Ziegler's Vanguard Experience April 2015 - Present
Job Department Head of Financial Adviser Services Systems at Vanguard
Industry Financial Services
Experience
Vanguard April 2015 - Present
Vanguard November 2013 - April 2015
Vanguard 2009 - 2014
Vanguard 2007 - 2009
Vanguard 2005 - 2007
Vanguard 2001 - 2005
Vanguard November 1998 - 2001
Cabletron 1995 - 1998
Motorola Labs January 1993 - June 1994
Skills
Architecture, Change Management, Enterprise Collaboration, Social Business, Enterprise Social..., Enterprise Architecture, SharePoint, Integration, change agent, Social Media, Web 2.0, Java, Agile Methodologies, Software Project..., Program Management, IT Strategy, SDLC, Leadership, Social Networking, Requirements Analysis, Project Management, Agile Project Management, Scrum, Architectures, Enterprise Software, Business Analysis
Education
Saint Joseph's University - Erivan K. Haub School of Business 2005 — 2009
Master of Business Administration (M.B.A.)
Northeastern University 1992 — 1995
Master's Degree, MSEE - Computer Engineering
Lafayette College 1988 — 1992
Bachelor's Degree, Electrical Engineering
Vanguard April 2015 - Present
Vanguard November 2013 - April 2015
Vanguard 2009 - 2014
Vanguard 2007 - 2009
Vanguard 2005 - 2007
Vanguard 2001 - 2005
Vanguard November 1998 - 2001
Cabletron 1995 - 1998
Motorola Labs January 1993 - June 1994
Skills
Architecture, Change Management, Enterprise Collaboration, Social Business, Enterprise Social..., Enterprise Architecture, SharePoint, Integration, change agent, Social Media, Web 2.0, Java, Agile Methodologies, Software Project..., Program Management, IT Strategy, SDLC, Leadership, Social Networking, Requirements Analysis, Project Management, Agile Project Management, Scrum, Architectures, Enterprise Software, Business Analysis
Education
Saint Joseph's University - Erivan K. Haub School of Business 2005 — 2009
Master of Business Administration (M.B.A.)
Northeastern University 1992 — 1995
Master's Degree, MSEE - Computer Engineering
Lafayette College 1988 — 1992
Bachelor's Degree, Electrical Engineering
Camila Galaz's Vanguard Experience August 2012 - Present
Job at Vanguard Group
Industry International Trade and Development
Experience
Vanguard August 2012 - Present
The World Bank August 2009 - December 2012
Enterprise Rent-A-Car September 2007 - August 2009
Lafayette College 2003 - 2007
Skills
Spanish, Economics, International..., Non-profits, International Relations, Data Analysis, Market Research, Social Media, Series 6, Series 63
Education
Lafayette College 2003 — 2007
Economics & Business, French Language and Literature
Vanguard August 2012 - Present
The World Bank August 2009 - December 2012
Enterprise Rent-A-Car September 2007 - August 2009
Lafayette College 2003 - 2007
Skills
Spanish, Economics, International..., Non-profits, International Relations, Data Analysis, Market Research, Social Media, Series 6, Series 63
Education
Lafayette College 2003 — 2007
Economics & Business, French Language and Literature
Michael Pysher's Vanguard Experience May 2013 - Present
Job Supervisor at Vanguard
Industry Financial Services
Experience
Vanguard May 2013 - Present
Vanguard September 2011 - May 2013
Vanguard March 2009 - September 2011
Vanguard August 2005 - March 2009
Skills
Investments, Securities, Financial Services, Leadership, Team Leadership, Team Building, Escheatment, Document Management, Process Improvement, Building Relationships, Report Writing, Interviewing Skills, Interview Preparation, Job Coaching, Strategic Leadership
Education
La Salle University 2009 — 2013
MBA, Business Administration and Management, General, A
Duquense University 2001 — 2005
Bachelor of Arts (B.A.), History, 3.79
Vanguard May 2013 - Present
Vanguard September 2011 - May 2013
Vanguard March 2009 - September 2011
Vanguard August 2005 - March 2009
Skills
Investments, Securities, Financial Services, Leadership, Team Leadership, Team Building, Escheatment, Document Management, Process Improvement, Building Relationships, Report Writing, Interviewing Skills, Interview Preparation, Job Coaching, Strategic Leadership
Education
La Salle University 2009 — 2013
MBA, Business Administration and Management, General, A
Duquense University 2001 — 2005
Bachelor of Arts (B.A.), History, 3.79
Ruel Fernandes's Vanguard Experience February 2013 - Present
Job Esquire/MBA
Industry Financial Services
Experience
Vanguard February 2013 - Present
InnoBlue November 2011 - May 2012
Surge Business Development November 2010 - May 2012
Northwestern Mutual May 2011 - March 2012
Skills
Financial Modeling, Financial Analysis, Client Focus, Microsoft Excel, Strategic Planning, PowerPoint, Corporate Finance, Finance, Leadership, Microsoft Office, Valuation, Strategic Financial..., Investments, Bloomberg, Competitive Analysis, Business Strategy, Microsoft Word, Economics, Analytics, Due Diligence, Forecasting, Analysis, Mergers & Acquisitions, Corporate Law, Contractual Agreements, Financial Planning
Education
Penn State University 2008 — 2012
Juris Doctorate & MBA
La Salle University 2004 — 2008
BS, Management, Finance
Vanguard February 2013 - Present
InnoBlue November 2011 - May 2012
Surge Business Development November 2010 - May 2012
Northwestern Mutual May 2011 - March 2012
Skills
Financial Modeling, Financial Analysis, Client Focus, Microsoft Excel, Strategic Planning, PowerPoint, Corporate Finance, Finance, Leadership, Microsoft Office, Valuation, Strategic Financial..., Investments, Bloomberg, Competitive Analysis, Business Strategy, Microsoft Word, Economics, Analytics, Due Diligence, Forecasting, Analysis, Mergers & Acquisitions, Corporate Law, Contractual Agreements, Financial Planning
Education
Penn State University 2008 — 2012
Juris Doctorate & MBA
La Salle University 2004 — 2008
BS, Management, Finance
Peter Keenan's Vanguard Experience 2005 - Present
Job Project Manager at Vanguard
Industry Financial Services
Experience
Vanguard 2005 - Present
Centcom, Ltd. January 1997 - December 2004
GE Capital Mortgage Services September 1995 - January 1997
New Health Management Systems, Inc. September 1991 - September 1995
Skills
Accounting, Finance, Project Management, Leadership, Management, Risk Management, Financial Services, Mutual Funds
Education
La Salle University - School of Business Administration 2000 — 2005
MBA, Finance
Saint Joseph's University - Erivan K. Haub School of Business 1987 — 1991
BS, Accounting
Vanguard 2005 - Present
Centcom, Ltd. January 1997 - December 2004
GE Capital Mortgage Services September 1995 - January 1997
New Health Management Systems, Inc. September 1991 - September 1995
Skills
Accounting, Finance, Project Management, Leadership, Management, Risk Management, Financial Services, Mutual Funds
Education
La Salle University - School of Business Administration 2000 — 2005
MBA, Finance
Saint Joseph's University - Erivan K. Haub School of Business 1987 — 1991
BS, Accounting
Mary Pat Weidner's Vanguard Experience 1984 - 1997
Job Development Associate at Nativity Preparatory School of Wilmington
Industry Primary/Secondary Education
Experience
Nativity Preparatory School of Wilmington January 2013 - Present
Nativity Preparatory School of Wilmington August 2012 - Present
Nativity Preparatory School of Wilmington October 2009 - November 2012
Western Family YMCA 2004 - 2009
BISYS Fund Services 1997 - 1999
Vanguard 1984 - 1997
Skills
Volunteer Management, Nonprofits, Public Speaking, Community Outreach, Fundraising, Editing, Program Development, Non-profits, Staff Development, Teaching, Budgets, Grants, Event Planning, Project Management, Customer Service, Customer Retention, Organization Skills
Education
La Salle University 1979 — 1983
BS, Management/Personnel and Labor Relations
Nativity Preparatory School of Wilmington January 2013 - Present
Nativity Preparatory School of Wilmington August 2012 - Present
Nativity Preparatory School of Wilmington October 2009 - November 2012
Western Family YMCA 2004 - 2009
BISYS Fund Services 1997 - 1999
Vanguard 1984 - 1997
Skills
Volunteer Management, Nonprofits, Public Speaking, Community Outreach, Fundraising, Editing, Program Development, Non-profits, Staff Development, Teaching, Budgets, Grants, Event Planning, Project Management, Customer Service, Customer Retention, Organization Skills
Education
La Salle University 1979 — 1983
BS, Management/Personnel and Labor Relations
James Feighan's Vanguard Experience September 2007 - May 2010
Job Claims Coordinator at City of Philadelphia
Industry Legislative Office
Experience
City of Philadelphia April 2012 - Present
City of Philadelphia April 2012 - July 2013
Johnson & Johnson September 2010 - April 2012
Vanguard September 2007 - May 2010
La Salle University March 2005 - May 2007
Skills
Editing, Research, Microsoft Office, Legal Research, Legal Writing, Public Speaking, Westlaw, Litigation, PowerPoint, Legal Assistance, Outlook
Education
La Salle University 2003 — 2007
Bachelor's Degree, English, 3.4
City of Philadelphia April 2012 - Present
City of Philadelphia April 2012 - July 2013
Johnson & Johnson September 2010 - April 2012
Vanguard September 2007 - May 2010
La Salle University March 2005 - May 2007
Skills
Editing, Research, Microsoft Office, Legal Research, Legal Writing, Public Speaking, Westlaw, Litigation, PowerPoint, Legal Assistance, Outlook
Education
La Salle University 2003 — 2007
Bachelor's Degree, English, 3.4
Lisa Ochlak's Vanguard Experience July 2015 - Present
Job Trader at Vanguard
Industry Financial Services
Experience
Vanguard July 2015 - Present
Skills
Mutual Funds, Fixed Income, Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Project Management, Customer Service, Asset Allocation, Investments, Portfolio Management, Investment Strategies
Education
Saint Joseph's University - Erivan K. Haub School of Business 2009 — 2012
Master of Science (M.S.)
La Salle University 2002 — 2006
Bachelor of Science (B.S.)
Vanguard July 2015 - Present
Skills
Mutual Funds, Fixed Income, Financial Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Project Management, Customer Service, Asset Allocation, Investments, Portfolio Management, Investment Strategies
Education
Saint Joseph's University - Erivan K. Haub School of Business 2009 — 2012
Master of Science (M.S.)
La Salle University 2002 — 2006
Bachelor of Science (B.S.)
Jackie DiPasquale's Vanguard Experience October 1991 - February 1995
Job Assistant Director, C.A.R.E.S. Program at Mother Teresa Regional Catholic School
Industry Education Management
Experience
Mother Teresa Regional Catholic School July 2012 - Present
Mother of Divine Providence School September 2005 - July 2012
Mother of Divine Providence School September 2004 - July 2005
Vanguard October 1991 - February 1995
CoreStates Bank 1987 - 1991
Skills
Leadership, Event Planning, Teaching, Nonprofits, Program Management, Program Development, Curriculum Development, Grant Writing, Customer Service, Tutoring, Process Improvement, Curriculum Design, Higher Education, Strategic Planning
Education
La Salle University 1982 — 1983
Philadelphia High School for Girls 1978 — 1982
Mother Teresa Regional Catholic School July 2012 - Present
Mother of Divine Providence School September 2005 - July 2012
Mother of Divine Providence School September 2004 - July 2005
Vanguard October 1991 - February 1995
CoreStates Bank 1987 - 1991
Skills
Leadership, Event Planning, Teaching, Nonprofits, Program Management, Program Development, Curriculum Development, Grant Writing, Customer Service, Tutoring, Process Improvement, Curriculum Design, Higher Education, Strategic Planning
Education
La Salle University 1982 — 1983
Philadelphia High School for Girls 1978 — 1982
Katherine Southwick's Vanguard Experience March 2014 - Present
Job Line Manager in Vanguard's Flagship Department
Industry Financial Services
Experience
Vanguard March 2014 - Present
Education
La Salle University 2008 — 2012
Master of Business Administration (M.B.A.), Management
Muhlenberg College 2002 — 2006
Bachelor of Arts (BA), Media and Communication
Vanguard March 2014 - Present
Education
La Salle University 2008 — 2012
Master of Business Administration (M.B.A.), Management
Muhlenberg College 2002 — 2006
Bachelor of Arts (BA), Media and Communication
Nathan Reese's Vanguard Experience September 2000 - March 2004
Job Vice President at New York Mortgage Trust, Inc.
Industry Investment Management
Experience
New York Mortgage Trust, Inc. November 2007 - Present
New York Mortgage Trust, Inc. October 2005 - October 2007
New York Mortgage Trust, Inc. April 2004 - October 2005
Vanguard September 2000 - March 2004
Education
La Salle University 1996 — 2000
Bachelor of Science (B.S.), Finance, General
New York Mortgage Trust, Inc. November 2007 - Present
New York Mortgage Trust, Inc. October 2005 - October 2007
New York Mortgage Trust, Inc. April 2004 - October 2005
Vanguard September 2000 - March 2004
Education
La Salle University 1996 — 2000
Bachelor of Science (B.S.), Finance, General
Anthony Cugini's Vanguard Experience December 2012 - Present
Job Fund Financial Analyst at Vanguard
Industry Financial Services
Experience
Vanguard December 2012 - Present
Lincoln Financial Distributors 2006 - 2012
Delaware Investments, a member of the Macquarie Group October 2004 - July 2006
Delaware Investments, a member of the Macquarie Group October 2001 - September 2004
Skills
Financial Reporting, Accounting, Budgets, Finance, Financial Analysis, Strategic Financial...
Education
La Salle University 1994 — 1998
Bachelor of Science (B.S.), Business Administration (Accounting)
Roman Catholic High School 1990 — 1994
St. Timothy
Vanguard December 2012 - Present
Lincoln Financial Distributors 2006 - 2012
Delaware Investments, a member of the Macquarie Group October 2004 - July 2006
Delaware Investments, a member of the Macquarie Group October 2001 - September 2004
Skills
Financial Reporting, Accounting, Budgets, Finance, Financial Analysis, Strategic Financial...
Education
La Salle University 1994 — 1998
Bachelor of Science (B.S.), Business Administration (Accounting)
Roman Catholic High School 1990 — 1994
St. Timothy
Michael Musial's Vanguard Experience January 2004 - Present
Job Supervisor at Vanguard
Industry Financial Services
Experience
Vanguard January 2004 - Present
Skills
Securities, Process Improvement, Microsoft Excel, Retirement Planning, Equities, Portfolio Management, Asset Allocation, Finance, FINRA, Retirement, IRAs, Financial Analysis, Series 7, Series 63
Education
La Salle University
MBA, Business Administration and Management, General
Penn State University
Bachelor of Arts (BA), Communication and Media Studies
Vanguard January 2004 - Present
Skills
Securities, Process Improvement, Microsoft Excel, Retirement Planning, Equities, Portfolio Management, Asset Allocation, Finance, FINRA, Retirement, IRAs, Financial Analysis, Series 7, Series 63
Education
La Salle University
MBA, Business Administration and Management, General
Penn State University
Bachelor of Arts (BA), Communication and Media Studies
William N. Allen's Vanguard Experience December 1997 - Present
Job Sr. Manager at Vanguard
Industry Financial Services
Experience
Vanguard December 1997 - Present
Penn Mutual 1992 - 1997
Penn Mutual 1985 - 1992
Citibank (Delaware) 1983 - 1985
Skills
Investments, Equities, Mutual Funds, Series 7, Financial Analysis, Series 63, Financial Services, Portfolio Management, Financial Modeling, Strategic Financial..., Wealth Management, Retirement Planning, Securities, Fixed Income, Relationship Management
Education
La Salle University 1974 — 1977
Vanguard December 1997 - Present
Penn Mutual 1992 - 1997
Penn Mutual 1985 - 1992
Citibank (Delaware) 1983 - 1985
Skills
Investments, Equities, Mutual Funds, Series 7, Financial Analysis, Series 63, Financial Services, Portfolio Management, Financial Modeling, Strategic Financial..., Wealth Management, Retirement Planning, Securities, Fixed Income, Relationship Management
Education
La Salle University 1974 — 1977
Anthony Laganelli's Vanguard Experience October 2012 - Present
Job Client Relationship Associate at Vanguard
Industry Financial Services
Experience
Vanguard October 2012 - Present
Vanguard June 2011 - October 2012
ESG (Executive Services Group) Wealth Management May 2010 - August 2010
The Wiley Group at Morgan Stanley Smith Barney June 2009 - December 2009
Skills
Mutual Funds, Investments, Series 7, Series 63, Series 6, Leadership, Public Speaking, Finance
Education
La Salle University 2007 — 2011
Bachelor of Business Administration (BBA), Finance and Marketing
Vanguard October 2012 - Present
Vanguard June 2011 - October 2012
ESG (Executive Services Group) Wealth Management May 2010 - August 2010
The Wiley Group at Morgan Stanley Smith Barney June 2009 - December 2009
Skills
Mutual Funds, Investments, Series 7, Series 63, Series 6, Leadership, Public Speaking, Finance
Education
La Salle University 2007 — 2011
Bachelor of Business Administration (BBA), Finance and Marketing
Lorrie Logan's Vanguard Experience July 1999 - August 2000
Job Technical Consultant
Industry Information Technology and Services
Experience
VMware March 2015 - Present
Aramark August 2004 - March 2015
Towers Perrin August 2000 - August 2004
Vanguard July 1999 - August 2000
Skills
Teaching, Microsoft Office, Windows, Research, Customer Service, Photoshop, Testing, Training, Access, Analysis, Business Process, Troubleshooting, Business Requirements, System Testing, Project Management, SQL, Process Improvement, Technical Support, Test Cases, Databases
Education
La Salle University 1995 — 1999
Bachelor's Degree, Mathematics
VMware March 2015 - Present
Aramark August 2004 - March 2015
Towers Perrin August 2000 - August 2004
Vanguard July 1999 - August 2000
Skills
Teaching, Microsoft Office, Windows, Research, Customer Service, Photoshop, Testing, Training, Access, Analysis, Business Process, Troubleshooting, Business Requirements, System Testing, Project Management, SQL, Process Improvement, Technical Support, Test Cases, Databases
Education
La Salle University 1995 — 1999
Bachelor's Degree, Mathematics
Patrick Kerwin, CFP®'s Vanguard Experience June 2005 - Present
Job Financial Advisor at Vanguard
Industry Financial Services
Experience
Vanguard June 2005 - Present
New York Life Insurance Company May 2004 - June 2005
Skills
Certified Financial..., Wealth Management, Estate Planning, Insurance Planning, Personal Trust...
Education
La Salle University 2000 — 2004
Bachelor of Science (B.S.), Finance
Vanguard June 2005 - Present
New York Life Insurance Company May 2004 - June 2005
Skills
Certified Financial..., Wealth Management, Estate Planning, Insurance Planning, Personal Trust...
Education
La Salle University 2000 — 2004
Bachelor of Science (B.S.), Finance
Mose Kim's Vanguard Experience July 2013 - Present
Job Project Manager at Vanguard
Industry Financial Services
Experience
Vanguard July 2013 - Present
Education
Villanova University 2014 — 2017
Master of Business Administration (M.B.A.), Business Administration and Management, General
Temple University 2003 — 2006
Master's Degree, Social Work
La Salle University 1996 — 2000
Bachelor's Degree, English Language and Literature/Letters
Vanguard July 2013 - Present
Education
Villanova University 2014 — 2017
Master of Business Administration (M.B.A.), Business Administration and Management, General
Temple University 2003 — 2006
Master's Degree, Social Work
La Salle University 1996 — 2000
Bachelor's Degree, English Language and Literature/Letters
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments