Vanguard Company
Industry: Investment management company
DescriptionThe Vanguard Group is an American registered investment advisor based in Malvern, Pennsylvania with over $5.1 trillion in assets under management. It is the largest provider of mutual funds and the second-largest provider of exchange-traded funds in the world after BlackRock's iShares. Customer service: 0800 032 3731 Assets under management: 5.1 trillion USD (January 31, 2018) Founder: John C. Bogle Founded: 1 May 1975, Valley Forge, Pennsylvania, United States CEO: Mortimer J. Buckley (Jan 2018–) Headquarters: Valley Forge, Pennsylvania, United States
Vanguard List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Vanguard. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Vanguard Salaries. You can even request information on how much does Vanguard pay if you want to. Learn about salaries, pros and cons of working for Vanguard directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
9,967 Vanguard employees in database. Find out everything there's to know about Vanguard employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Vanguard Employees
Employee
Years
Job
Industry
Carolyn Sherry Carolyn Sherry's Vanguard Experience June 2015 - Present
Job Vanguard Corporate Strategy
Industry Financial Services
Experience
Vanguard June 2015 - Present
Vanguard May 2012 - June 2013
Vanguard June 2010 - June 2012
Vanguard July 2009 - June 2010
Vanguard October 2008 - July 2009
University of Virginia May 2007 - May 2008
UBS Wealth Management 2006 - 2008
Morgan Stanley May 2006 - August 2006
Skills
Leadership, Financial Modeling, Management, Data Analysis, Strategic Planning, Financial Analysis, Business Strategy, Strategy, Research, Project Management, Training, CRM, Student Affairs, Leadership Development, Recruiting, Six Sigma, Sales Management, Team Leadership, Public Speaking, Strategic Financial..., Cross-functional Team..., Investments
Education
London Business School 2015 — 2015
MBA International Exchange Participant
Tuck School of Business at Dartmouth 2013 — 2015
Master of Business Administration (MBA)
University of Virginia 2004 — 2008
Bachelor of Arts, American Studies
Vanguard June 2015 - Present
Vanguard May 2012 - June 2013
Vanguard June 2010 - June 2012
Vanguard July 2009 - June 2010
Vanguard October 2008 - July 2009
University of Virginia May 2007 - May 2008
UBS Wealth Management 2006 - 2008
Morgan Stanley May 2006 - August 2006
Skills
Leadership, Financial Modeling, Management, Data Analysis, Strategic Planning, Financial Analysis, Business Strategy, Strategy, Research, Project Management, Training, CRM, Student Affairs, Leadership Development, Recruiting, Six Sigma, Sales Management, Team Leadership, Public Speaking, Strategic Financial..., Cross-functional Team..., Investments
Education
London Business School 2015 — 2015
MBA International Exchange Participant
Tuck School of Business at Dartmouth 2013 — 2015
Master of Business Administration (MBA)
University of Virginia 2004 — 2008
Bachelor of Arts, American Studies
Jordan Cox Jordan Cox's Vanguard Experience June 2015 - Present
Job Processing Associate at Vanguard
Industry Financial Services
Experience
Vanguard June 2015 - Present
University of San Diego September 2014 - May 2015
DriveWealth May 2014 - April 2015
Lake Washington School District January 2011 - August 2014
University of San Diego February 2013 - May 2014
Baskin Robbins June 2011 - August 2011
Lake Washington Youth Soccer Association September 2009 - December 2010
Skills
Leadership, Time Management, Teamwork, Team Leadership, Financial Analysis, Customer Service, Microsoft Excel, Microsoft Word, Compilation Of..., Microsoft Office, Investments, PowerPoint, Public Speaking, Social Media, Facebook, Finance, Research
Education
University of San Diego 2011 — 2015
Bachelor of Business Administration (BBA), Finance
Macquarie University 2013 — 2013
Fall Study Abroad Program
Vanguard June 2015 - Present
University of San Diego September 2014 - May 2015
DriveWealth May 2014 - April 2015
Lake Washington School District January 2011 - August 2014
University of San Diego February 2013 - May 2014
Baskin Robbins June 2011 - August 2011
Lake Washington Youth Soccer Association September 2009 - December 2010
Skills
Leadership, Time Management, Teamwork, Team Leadership, Financial Analysis, Customer Service, Microsoft Excel, Microsoft Word, Compilation Of..., Microsoft Office, Investments, PowerPoint, Public Speaking, Social Media, Facebook, Finance, Research
Education
University of San Diego 2011 — 2015
Bachelor of Business Administration (BBA), Finance
Macquarie University 2013 — 2013
Fall Study Abroad Program
Lisa Ellis Mincarelli Lisa Ellis Mincarelli's Vanguard Experience 1990 - 1999
Job Educating Financial Companieseverything IRA with publications, newsletters, hotline, reference materials, seminars etc
Industry Financial Services
Experience
Pension Management Company June 2012 - Present
Meridiths Catering and Event Planning 2009 - 2011
Vanguard 1990 - 1999
Skills
Direct Sales, Sales Management, Account Management, Negotiation, CRM, Customer Service, Cold Calling, Customer Satisfaction, Event Management, Management, Sales, B2B, Event Planning, New Business Development, Sales Process, Team Building, Sales Operations, Training, Team Leadership, Recruiting
Education
Lynchburg College 1987 — 1990
BS, Business Management
St Marys High School 1983 — 1987
Pension Management Company June 2012 - Present
Meridiths Catering and Event Planning 2009 - 2011
Vanguard 1990 - 1999
Skills
Direct Sales, Sales Management, Account Management, Negotiation, CRM, Customer Service, Cold Calling, Customer Satisfaction, Event Management, Management, Sales, B2B, Event Planning, New Business Development, Sales Process, Team Building, Sales Operations, Training, Team Leadership, Recruiting
Education
Lynchburg College 1987 — 1990
BS, Business Management
St Marys High School 1983 — 1987
James Pauly's Vanguard Experience July 2014 - Present
Job Brokerage Associate at Vanguard
Industry Financial Services
Experience
Vanguard July 2014 - Present
Vanguard September 2013 - July 2014
Marquette University March 2011 - September 2013
Marquette University September 2008 - March 2011
Skills
Microsoft Office, Public Speaking, Social Media, Editing, Customer Service, Research, Time Management, Fundraising, Management, Leadership, Series 7, Series 63
Education
Marquette University 2009 — 2012
M.B.A., Finance Specialization
Marquette University 2004 — 2008
B.A., Theology
Vanguard July 2014 - Present
Vanguard September 2013 - July 2014
Marquette University March 2011 - September 2013
Marquette University September 2008 - March 2011
Skills
Microsoft Office, Public Speaking, Social Media, Editing, Customer Service, Research, Time Management, Fundraising, Management, Leadership, Series 7, Series 63
Education
Marquette University 2009 — 2012
M.B.A., Finance Specialization
Marquette University 2004 — 2008
B.A., Theology
James Seward III James Seward III's Vanguard Experience August 2012 - Present
Job Legal Administrator at The Vanguard Group
Industry Financial Services
Experience
Vanguard August 2012 - Present
Vanguard October 2010 - August 2012
Vanguard June 2008 - October 2010
Skills
Writing, Editing, Project Management, Analysis, Research, Mutual Funds, Securities, Executive Correspondence, Series 7, Series 6, Series 63
Education
Muhlenberg College 2004 — 2008
Bachelor of Arts (B.A.), Business Administration and Management, General
Muhlenberg College 2004 — 2008
Bachelor of Arts (B.A.), Political Science and Government
Maastricht University 2006 — 2006
Vanguard August 2012 - Present
Vanguard October 2010 - August 2012
Vanguard June 2008 - October 2010
Skills
Writing, Editing, Project Management, Analysis, Research, Mutual Funds, Securities, Executive Correspondence, Series 7, Series 6, Series 63
Education
Muhlenberg College 2004 — 2008
Bachelor of Arts (B.A.), Business Administration and Management, General
Muhlenberg College 2004 — 2008
Bachelor of Arts (B.A.), Political Science and Government
Maastricht University 2006 — 2006
Daniel Vozenilek Daniel Vozenilek's Vanguard Experience June 2012 - Present
Job Web/Java Developer at Vanguard
Industry Computer Software
Experience
Vanguard June 2012 - Present
Lincoln University August 2011 - May 2012
The Vanguard Group May 2011 - August 2011
Visual Sound May 2010 - August 2010
Lincoln University October 2009 - April 2010
Skills
Java, Spring, JavaScript, AngularJS, jQuery, Groovy on Grails, Continuous Delivery, Selenium, JSP, HTML, CSS, Algorithms, C++, Selenium Testing, Continuous Integration, JUnit, Subversion, Scrum, XML, REST, Eclipse, Maven, Test Driven Development, JSON, XSLT, Kanban, Node.js, MongoDB, Bootstrap, Socket.io, Web Application Security, Agile Methodologies, Spring Framework
Education
Lincoln University 2008 — 2012
Bachelor of Science, Physics, Computer Science, Minor in Mathematics
Vanguard June 2012 - Present
Lincoln University August 2011 - May 2012
The Vanguard Group May 2011 - August 2011
Visual Sound May 2010 - August 2010
Lincoln University October 2009 - April 2010
Skills
Java, Spring, JavaScript, AngularJS, jQuery, Groovy on Grails, Continuous Delivery, Selenium, JSP, HTML, CSS, Algorithms, C++, Selenium Testing, Continuous Integration, JUnit, Subversion, Scrum, XML, REST, Eclipse, Maven, Test Driven Development, JSON, XSLT, Kanban, Node.js, MongoDB, Bootstrap, Socket.io, Web Application Security, Agile Methodologies, Spring Framework
Education
Lincoln University 2008 — 2012
Bachelor of Science, Physics, Computer Science, Minor in Mathematics
Stephanie Fridley's Vanguard Experience June 2014 - Present
Job Brokerage Associate at Vanguard
Industry Financial Services
Experience
Vanguard June 2014 - Present
Gaston County Family YMCA April 2012 - October 2013
YMCA of Greater St. Louis May 2010 - March 2012
Tampa Metro YMCA January 2006 - April 2010
YMCA of the Suncoast May 1998 - December 2005
Skills
Program Management, Volunteer Management, Program Development, Event Planning, Customer Service, Membership Relations, Wellness Coaching, Nonprofits, Community Outreach, Event Management, Fundraising, Budgets, Public Speaking, Grant Writing, Social Media, Community Development, Leadership Development, Staff Development, Marketing, Series 7, Series 63
Education
Lindenwood University 2015 — 2016
Master of Business Administration (MBA)
Morehouse School of Medicine 2013 — 2013
Certificate in Community Health Leadership
Lindenwood University 2010 — 2012
Bachelor of Science (B.S.), Business Administration, Management and Operations
Vanguard June 2014 - Present
Gaston County Family YMCA April 2012 - October 2013
YMCA of Greater St. Louis May 2010 - March 2012
Tampa Metro YMCA January 2006 - April 2010
YMCA of the Suncoast May 1998 - December 2005
Skills
Program Management, Volunteer Management, Program Development, Event Planning, Customer Service, Membership Relations, Wellness Coaching, Nonprofits, Community Outreach, Event Management, Fundraising, Budgets, Public Speaking, Grant Writing, Social Media, Community Development, Leadership Development, Staff Development, Marketing, Series 7, Series 63
Education
Lindenwood University 2015 — 2016
Master of Business Administration (MBA)
Morehouse School of Medicine 2013 — 2013
Certificate in Community Health Leadership
Lindenwood University 2010 — 2012
Bachelor of Science (B.S.), Business Administration, Management and Operations
John Maina John Maina's Vanguard Experience 2014 - June 2014
Job Private Bank Client Service Analyst
Industry Investment Banking
Experience
JPMorgan Chase June 2014 - Present
Vanguard 2014 - June 2014
Fulton Bank April 2013 - March 2014
Turkey Hill Minit Markets November 2012 - April 2013
Lycoming College September 2011 - May 2012
Dutch Wonderland Family Amusement Park May 2008 - July 2011
Skills
Series 7, Series 63, Customer Service, Recruiting, Time Management, Banking, Finance, Community Service, Team Leadership, Teamwork, Employee Training, Retail Banking, Retail Sales, Training, Hiring Practices, Criminal Justice, Corrections, Microsoft Office, Cash Handling Experience, Auditing, Financial Services, Investments, Customer Experience, Call Centers, Loans, People Skills, Telephone Skills, Team-oriented, Retail, Outlook, Mutual Funds, Relationship Management, Coaching, Deposits, Interviews, AML, Sales, Spreadsheets
Education
Lycoming College 2008 — 2012
Bachelor of Arts (BA), Criminal Justice/Safety Studies
Lampeter-Strasburg High School 2004 — 2008
JPMorgan Chase June 2014 - Present
Vanguard 2014 - June 2014
Fulton Bank April 2013 - March 2014
Turkey Hill Minit Markets November 2012 - April 2013
Lycoming College September 2011 - May 2012
Dutch Wonderland Family Amusement Park May 2008 - July 2011
Skills
Series 7, Series 63, Customer Service, Recruiting, Time Management, Banking, Finance, Community Service, Team Leadership, Teamwork, Employee Training, Retail Banking, Retail Sales, Training, Hiring Practices, Criminal Justice, Corrections, Microsoft Office, Cash Handling Experience, Auditing, Financial Services, Investments, Customer Experience, Call Centers, Loans, People Skills, Telephone Skills, Team-oriented, Retail, Outlook, Mutual Funds, Relationship Management, Coaching, Deposits, Interviews, AML, Sales, Spreadsheets
Education
Lycoming College 2008 — 2012
Bachelor of Arts (BA), Criminal Justice/Safety Studies
Lampeter-Strasburg High School 2004 — 2008
Ronald Snyder, CFP®'s Vanguard Experience January 2000 - June 2012
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2012 - Present
Vanguard January 2000 - June 2012
Education
Loyola University New Orleans 1995 — 1999
BBA, Finance
Fidelity Investments June 2012 - Present
Vanguard January 2000 - June 2012
Education
Loyola University New Orleans 1995 — 1999
BBA, Finance
Bethann Nelson Bethann Nelson's Vanguard Experience December 2006 - August 2011
Job Financial Services Professional
Industry Financial Services
Experience
3Play Media August 2015 - Present
Charles Schwab September 2013 - April 2015
Fidelity Investments October 2011 - April 2013
Vanguard December 2006 - August 2011
Vanguard September 2005 - December 2006
Scottsdale Pension Systems, Inc May 2004 - October 2004
ADP Retitrement Services, Inc. January 2001 - January 2004
John Hancock Financial Services June 2000 - July 2001
John Hancock Financial Services January 1997 - June 2000
John Hancock Financial Services January 1996 - January 1997
Skills
401(k) Plan..., ERISA and DOL Rules and..., Non-Qualified Deferred..., Retirement, Financial Services, CRM, Retirement Planning, Mutual Funds, Customer Service, Relationship Management, Process Improvement, Microsoft Office, Investments, 401k
Education
Maine College of Art
Photography, Fine Arts Photography
3Play Media August 2015 - Present
Charles Schwab September 2013 - April 2015
Fidelity Investments October 2011 - April 2013
Vanguard December 2006 - August 2011
Vanguard September 2005 - December 2006
Scottsdale Pension Systems, Inc May 2004 - October 2004
ADP Retitrement Services, Inc. January 2001 - January 2004
John Hancock Financial Services June 2000 - July 2001
John Hancock Financial Services January 1997 - June 2000
John Hancock Financial Services January 1996 - January 1997
Skills
401(k) Plan..., ERISA and DOL Rules and..., Non-Qualified Deferred..., Retirement, Financial Services, CRM, Retirement Planning, Mutual Funds, Customer Service, Relationship Management, Process Improvement, Microsoft Office, Investments, 401k
Education
Maine College of Art
Photography, Fine Arts Photography
Annamaria Vitelli's Vanguard Experience 2005 - 2007
Job Senior Vice President at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management 2009 - Present
PNC Wealth Management 2007 - 2009
Vanguard 2005 - 2007
The Private Family Office 2002 - 2005
Cozen O'Connor 2000 - 2002
Fox Rothschild LLP 1999 - 2000
Arthur Andersen & Co. 1997 - 1999
Skills
Wealth Management, Asset Management, Portfolio Management, Asset Allocation, Investments, Wealth, Tax, Wealth Management..., Finance, High Net Worth..., Mutual Funds, Retirement Planning, Strategic Financial..., Trusts
Education
Temple University - James E. Beasley School of Law 1997 — 1999
LL.M Tax
Temple University - James E. Beasley School of Law 1994 — 1997
JD
Loyola University Maryland 1990 — 1994
BBA, Accounting
PNC Wealth Management 2009 - Present
PNC Wealth Management 2007 - 2009
Vanguard 2005 - 2007
The Private Family Office 2002 - 2005
Cozen O'Connor 2000 - 2002
Fox Rothschild LLP 1999 - 2000
Arthur Andersen & Co. 1997 - 1999
Skills
Wealth Management, Asset Management, Portfolio Management, Asset Allocation, Investments, Wealth, Tax, Wealth Management..., Finance, High Net Worth..., Mutual Funds, Retirement Planning, Strategic Financial..., Trusts
Education
Temple University - James E. Beasley School of Law 1997 — 1999
LL.M Tax
Temple University - James E. Beasley School of Law 1994 — 1997
JD
Loyola University Maryland 1990 — 1994
BBA, Accounting
Ari Flaisher Ari Flaisher's Vanguard Experience September 2004 - May 2007
Job Founder at American Golf Championships
Industry Sports
Experience
American Golf Championships June 2015 - Present
Rosemont College December 2010 - May 2013
Vanguard September 2004 - May 2007
Flaisher Films June 1990 - October 2004
Softspikes, Inc. June 2002 - June 2003
PGA TOUR January 2000 - June 2000
Skills
Sales Operations, Public Speaking, Fundraising, Research, Coaching, Social Media, Event Planning, Leadership, Sports, PowerPoint, Customer Service, Microsoft Office, Microsoft Word, Strategic Planning
Education
University of Maryland College Park
Bachelor of Science (BS), Kinesiology and Exercise Science
Lynn University
Master of Business Administration (M.B.A.), Marketing
American Golf Championships June 2015 - Present
Rosemont College December 2010 - May 2013
Vanguard September 2004 - May 2007
Flaisher Films June 1990 - October 2004
Softspikes, Inc. June 2002 - June 2003
PGA TOUR January 2000 - June 2000
Skills
Sales Operations, Public Speaking, Fundraising, Research, Coaching, Social Media, Event Planning, Leadership, Sports, PowerPoint, Customer Service, Microsoft Office, Microsoft Word, Strategic Planning
Education
University of Maryland College Park
Bachelor of Science (BS), Kinesiology and Exercise Science
Lynn University
Master of Business Administration (M.B.A.), Marketing
John Deneen John Deneen's Vanguard Experience August 2011 - May 2014
Job Founder and CEO at Dot Com Video
Industry Information Technology and Services
Experience
Dot Com Video September 2015 - Present
Domain Name Marketplace, Inc. June 2014 - Present
Vanguard August 2011 - May 2014
Niche Sites Buyer's Guide July 2007 - July 2011
Villanova Abstract March 2003 - July 2007
Survival Network, Inc. - d/b/a SN.COM Website Evolution® June 1994 - February 2003
Skills
E-commerce, Start-ups, Entrepreneurship, Strategy, User Experience, Online Marketing, New Business Development, Web Development, Web Design, Information Architecture
Education
Villanova University School of Law 1991 — 1994
Juris Doctor, Intellectual Property
Goethe-Insitute 1991 — 1991
German Language School
The Catholic University of America 1985 — 1990
B.A., Physics & Philosophy
University of Maryland College Park 1988 — 1990
Physics
Marquette University 1986 — 1987
Study Abroad / Madrid Spain
Archbishop Carroll for Boys 1981 — 1985
Dot Com Video September 2015 - Present
Domain Name Marketplace, Inc. June 2014 - Present
Vanguard August 2011 - May 2014
Niche Sites Buyer's Guide July 2007 - July 2011
Villanova Abstract March 2003 - July 2007
Survival Network, Inc. - d/b/a SN.COM Website Evolution® June 1994 - February 2003
Skills
E-commerce, Start-ups, Entrepreneurship, Strategy, User Experience, Online Marketing, New Business Development, Web Development, Web Design, Information Architecture
Education
Villanova University School of Law 1991 — 1994
Juris Doctor, Intellectual Property
Goethe-Insitute 1991 — 1991
German Language School
The Catholic University of America 1985 — 1990
B.A., Physics & Philosophy
University of Maryland College Park 1988 — 1990
Physics
Marquette University 1986 — 1987
Study Abroad / Madrid Spain
Archbishop Carroll for Boys 1981 — 1985
Larry Lewis's Vanguard Experience September 2000 - February 2002
Job Government Affairs at Aetna
Industry Insurance
Experience
Aetna Asst. Chief of Staff, Office of the GovernorState of New Jersey2006 - 2008
MBI GluckShaw January 2006 - May 2006
Office of Assemblymen Conaway & Conners 2002 - 2006
Vanguard September 2000 - February 2002
Skills
Government, Strategic Planning, Policy, Strategic Communications, Public Speaking, Leadership, Public Policy, Policy Analysis, Media Relations, Public Relations, Program Management, Fundraising
Education
Lock Haven University of Pennsylvania 1995 — 1999
Business Management, Finance
Millersville University of Pennsylvania
Aetna Asst. Chief of Staff, Office of the GovernorState of New Jersey2006 - 2008
MBI GluckShaw January 2006 - May 2006
Office of Assemblymen Conaway & Conners 2002 - 2006
Vanguard September 2000 - February 2002
Skills
Government, Strategic Planning, Policy, Strategic Communications, Public Speaking, Leadership, Public Policy, Policy Analysis, Media Relations, Public Relations, Program Management, Fundraising
Education
Lock Haven University of Pennsylvania 1995 — 1999
Business Management, Finance
Millersville University of Pennsylvania
Ellen Cleaver Ellen Cleaver's Vanguard Experience July 2012 - Present
Job Manager at Vanguard
Industry Financial Services
Experience
Vanguard July 2012 - Present
Vanguard December 2009 - July 2012
Vanguard June 2009 - December 2009
Vanguard October 2005 - June 2009
Vanguard July 2000 - October 2005
Vanguard February 1999 - July 2000
Delaware Valley Financial Srvs March 1998 - February 1999
Vanguard April 1982 - November 1997
Skills
Project Management, Operations Management, Leadership Development, Team Leadership, Motivated self-starter, Mentoring, DMAIC, Quality Control, Process Improvement, Change Management, Financial Services, Quality Assurance, Six Sigma, Risk Management, CRM, Leadership, Relationship Management, Business Analysis, Management, Investments, Mutual Funds, Strategic Planning
Education
Marymount University
Vanguard July 2012 - Present
Vanguard December 2009 - July 2012
Vanguard June 2009 - December 2009
Vanguard October 2005 - June 2009
Vanguard July 2000 - October 2005
Vanguard February 1999 - July 2000
Delaware Valley Financial Srvs March 1998 - February 1999
Vanguard April 1982 - November 1997
Skills
Project Management, Operations Management, Leadership Development, Team Leadership, Motivated self-starter, Mentoring, DMAIC, Quality Control, Process Improvement, Change Management, Financial Services, Quality Assurance, Six Sigma, Risk Management, CRM, Leadership, Relationship Management, Business Analysis, Management, Investments, Mutual Funds, Strategic Planning
Education
Marymount University
Ryan Iannuzzo Ryan Iannuzzo's Vanguard Experience April 2014 - Present
Job Retail Resolution Specialist at Vanguard
Industry Investment Management
Experience
Vanguard April 2014 - Present
Vanguard November 2013 - Present
Vanguard June 2013 - Present
American Cancer Society May 2012 - August 2012
Odyssey Networks May 2012 - August 2012
Skills
Social Networking, Networking, Time Management, Investments, Customer Service, Philosophy, Personal Finance, Self-management, Social Media, Fundraising, SPSS, Event Planning, Nonprofits, Report Writing, Microsoft Office, Microsoft Excel, PowerPoint, Leadership
Education
Manhattan College 2009 — 2013
Marketing & Finance Major; Minor in Philosophy
St. Joseph High School
Vanguard April 2014 - Present
Vanguard November 2013 - Present
Vanguard June 2013 - Present
American Cancer Society May 2012 - August 2012
Odyssey Networks May 2012 - August 2012
Skills
Social Networking, Networking, Time Management, Investments, Customer Service, Philosophy, Personal Finance, Self-management, Social Media, Fundraising, SPSS, Event Planning, Nonprofits, Report Writing, Microsoft Office, Microsoft Excel, PowerPoint, Leadership
Education
Manhattan College 2009 — 2013
Marketing & Finance Major; Minor in Philosophy
St. Joseph High School
MB SIMON MB SIMON's Vanguard Experience January 2005 - Present
Job PROJECT MANAGER at Vanguard
Industry Financial Services
Experience
Vanguard January 2005 - Present
Mellon Bank September 1985 - February 1988
Skills
Risk Management, Process Design, Risk Assessment, Mentoring, Problem Solving, Project Management, Project Planning, Project Coordination, Business Process Design, Strategic Planning, Process Improvement, Relationship Management, Competitive Analysis, Operational Risk...
Education
Lock Haven University of Pennsylvania 1981 — 1985
Bachelor of Science (B.S.), Management Science
Upper Darby High School 1978 — 1981
Vanguard January 2005 - Present
Mellon Bank September 1985 - February 1988
Skills
Risk Management, Process Design, Risk Assessment, Mentoring, Problem Solving, Project Management, Project Planning, Project Coordination, Business Process Design, Strategic Planning, Process Improvement, Relationship Management, Competitive Analysis, Operational Risk...
Education
Lock Haven University of Pennsylvania 1981 — 1985
Bachelor of Science (B.S.), Management Science
Upper Darby High School 1978 — 1981
Edward Smeal Edward Smeal's Vanguard Experience September 2004 - August 2010
Job Senior Quantitative Specialist at Catalyst360
Industry Financial Services
Experience
Optum September 2010 - Present
Vanguard September 2004 - August 2010
Skills
Business Analysis, Data Analysis, Process Improvement, SDLC, Access, Business Intelligence, Analysis, Analytics, Requirements Gathering, SQL, Databases, Business Process..., Quantitative Analytics, Project Management, Statistical Modeling, Visio, SharePoint, Voice of the Customer..., Net Promoter Score, Customer Experience..., Segmentation, Decision Trees, SAS Programming, SAS Certified Base...
Education
Point Park University 2002 — 2003
Master of Business Administration (M.B.A.)
Lock Haven University of Pennsylvania 2000 — 2002
Master's Degree, Liberal Arts
Lock Haven University of Pennsylvania 1995 — 1999
Bachelor's Degree, Health Science
Optum September 2010 - Present
Vanguard September 2004 - August 2010
Skills
Business Analysis, Data Analysis, Process Improvement, SDLC, Access, Business Intelligence, Analysis, Analytics, Requirements Gathering, SQL, Databases, Business Process..., Quantitative Analytics, Project Management, Statistical Modeling, Visio, SharePoint, Voice of the Customer..., Net Promoter Score, Customer Experience..., Segmentation, Decision Trees, SAS Programming, SAS Certified Base...
Education
Point Park University 2002 — 2003
Master of Business Administration (M.B.A.)
Lock Haven University of Pennsylvania 2000 — 2002
Master's Degree, Liberal Arts
Lock Haven University of Pennsylvania 1995 — 1999
Bachelor's Degree, Health Science
Daniel Acker Daniel Acker's Vanguard Experience September 2004 - May 2007
Job Associate Product Manager at Brinker Capital
Industry Investment Management
Experience
Brinker Capital September 2013 - Present
Brinker Capital May 2011 - September 2013
Brinker Capital September 2010 - May 2011
Brinker Capital May 2010 - September 2010
Brinker Capital May 2007 - May 2010
Vanguard September 2004 - May 2007
Skills
Equities, Mutual Funds
Education
Marist College 2000 — 2004
Brinker Capital September 2013 - Present
Brinker Capital May 2011 - September 2013
Brinker Capital September 2010 - May 2011
Brinker Capital May 2010 - September 2010
Brinker Capital May 2007 - May 2010
Vanguard September 2004 - May 2007
Skills
Equities, Mutual Funds
Education
Marist College 2000 — 2004
Joseph Linnehan's Vanguard Experience August 2015 - Present
Job Head of Operations Institutional Marketing & Communications at Vanguard
Industry Financial Services
Experience
Vanguard August 2015 - Present
Vanguard June 2013 - Present
Vanguard January 2011 - June 2013
Vanguard January 2008 - January 2010
Vanguard August 2008 - January 2009
Vanguard June 2006 - August 2008
Vanguard 2004 - 2006
Vanguard 2002 - 2006
Vanguard 1999 - 2002
Electronic Data Systems February 1996 - May 1999
Skills
Six Sigma Master Black..., MBA - Organizational..., Six Sigma, Change Management, Strategic Planning, Business Process..., Process Improvement, Series 6, Value Stream Mapping, Operations Management, Series 63, Kanban, Business Strategy, Kaizen, Risk Management, Operational Excellence, Organizational..., Visio, Strategy, Lean Manufacturing, Data Analysis, Coaching, Business Analysis, Black Belt, Leadership, Financial Services, CRM, Program Management, SDLC, Quality Assurance, Analysis, Management, Agile Methodologies, Project Planning, Cross-functional Team..., SharePoint, Business Planning, Performance Improvement, Outsourcing, Agile Project Management, Leadership Development, Analytics, Business Transformation, Business Process Mapping, Governance, Training, Finance, Relationship Management, Project Portfolio..., Vendor Management
Education
University of Pennsylvania - The Wharton School 2012 — 2012
Executive Education - Strategic Marketing, Strategic Marketing
Villanova University
Lean Six Sigma Certificate, Six Sigma
Pennsylvania State University-Great Valley Graduate Center 2001 — 2003
M.B.A, Organizational Dynamics
Lycoming College 1990 — 1994
B.A., Political Science, History
Boiling Springs High School 1988 — 1990
High School Diploma, College Prep
Vanguard August 2015 - Present
Vanguard June 2013 - Present
Vanguard January 2011 - June 2013
Vanguard January 2008 - January 2010
Vanguard August 2008 - January 2009
Vanguard June 2006 - August 2008
Vanguard 2004 - 2006
Vanguard 2002 - 2006
Vanguard 1999 - 2002
Electronic Data Systems February 1996 - May 1999
Skills
Six Sigma Master Black..., MBA - Organizational..., Six Sigma, Change Management, Strategic Planning, Business Process..., Process Improvement, Series 6, Value Stream Mapping, Operations Management, Series 63, Kanban, Business Strategy, Kaizen, Risk Management, Operational Excellence, Organizational..., Visio, Strategy, Lean Manufacturing, Data Analysis, Coaching, Business Analysis, Black Belt, Leadership, Financial Services, CRM, Program Management, SDLC, Quality Assurance, Analysis, Management, Agile Methodologies, Project Planning, Cross-functional Team..., SharePoint, Business Planning, Performance Improvement, Outsourcing, Agile Project Management, Leadership Development, Analytics, Business Transformation, Business Process Mapping, Governance, Training, Finance, Relationship Management, Project Portfolio..., Vendor Management
Education
University of Pennsylvania - The Wharton School 2012 — 2012
Executive Education - Strategic Marketing, Strategic Marketing
Villanova University
Lean Six Sigma Certificate, Six Sigma
Pennsylvania State University-Great Valley Graduate Center 2001 — 2003
M.B.A, Organizational Dynamics
Lycoming College 1990 — 1994
B.A., Political Science, History
Boiling Springs High School 1988 — 1990
High School Diploma, College Prep
Daniel E. Doyle Daniel E. Doyle's Vanguard Experience February 2013 - August 2013
Job Public Affairs & Marketing Specialist at Keystone First/ AmeriHealth Caritas
Industry Hospital & Health Care
Experience
Keystone First/AmeriHealth Caritas March 2015 - Present
Catholic Travel Centre - Burbank, CA February 2014 - Present
Independence Blue Cross October 2014 - February 2015
Vanguard February 2013 - August 2013
Merrill Lynch March 2012 - January 2013
Devon Health Services August 2011 - February 2012
Villanova University August 1996 - August 2011
Wyeth Laboratories (now Pfizer) December 1979 - September 1984
Skills
directed sales training, taught sales..., created learning modules, Insurance, Sales, Nonprofits, Medicare, Fundraising, Leadership Development, Coaching, Microsoft Office, Event Planning, Community Outreach, Social Media, Microsoft Excel, PowerPoint, Claim, Customer Service, Training, Employee Benefits, Editing, Health Insurance, Healthcare, Public Speaking, Dynamic Speaker, Foreign Languages, Travel Arrangements, Management, University Teaching, Religious Studies, Presentation Skills, Teaching, Theology
Education
Augustinianum 1987 — 1993
S.T.D., Patristic Theology-Early Christian Studies
Loyola University Maryland 1976 — 1978
M.S., Psychology
Washington Theological Union 1975 — 1978
MA, Theology
Villanova University 1971 — 1975
BA, Sociology
Keystone First/AmeriHealth Caritas March 2015 - Present
Catholic Travel Centre - Burbank, CA February 2014 - Present
Independence Blue Cross October 2014 - February 2015
Vanguard February 2013 - August 2013
Merrill Lynch March 2012 - January 2013
Devon Health Services August 2011 - February 2012
Villanova University August 1996 - August 2011
Wyeth Laboratories (now Pfizer) December 1979 - September 1984
Skills
directed sales training, taught sales..., created learning modules, Insurance, Sales, Nonprofits, Medicare, Fundraising, Leadership Development, Coaching, Microsoft Office, Event Planning, Community Outreach, Social Media, Microsoft Excel, PowerPoint, Claim, Customer Service, Training, Employee Benefits, Editing, Health Insurance, Healthcare, Public Speaking, Dynamic Speaker, Foreign Languages, Travel Arrangements, Management, University Teaching, Religious Studies, Presentation Skills, Teaching, Theology
Education
Augustinianum 1987 — 1993
S.T.D., Patristic Theology-Early Christian Studies
Loyola University Maryland 1976 — 1978
M.S., Psychology
Washington Theological Union 1975 — 1978
MA, Theology
Villanova University 1971 — 1975
BA, Sociology
Brittany Gruber Brittany Gruber's Vanguard Experience December 2013 - Present
Job Social Media Specialist at Vanguard
Industry Marketing and Advertising
Experience
Vanguard December 2013 - Present
Vanguard December 2012 - Present
Global Sports Publication July 2012 - October 2012
Under Armour January 2012 - May 2012
Fire & Ice Jewelry Store July 2011 - April 2012
Health Leads September 2010 - April 2012
Skills
Social Media, Social Media Marketing, Project Management, Project Planning, Customer Service, Teamwork, Photoshop, Illustrator
Education
Loyola University Maryland 2008 — 2012
Bachelor of Arts (B.A.), Psychology and Communications
Loyola University Maryland
Bachelor of Arts, Psychology and Communications
Vanguard December 2013 - Present
Vanguard December 2012 - Present
Global Sports Publication July 2012 - October 2012
Under Armour January 2012 - May 2012
Fire & Ice Jewelry Store July 2011 - April 2012
Health Leads September 2010 - April 2012
Skills
Social Media, Social Media Marketing, Project Management, Project Planning, Customer Service, Teamwork, Photoshop, Illustrator
Education
Loyola University Maryland 2008 — 2012
Bachelor of Arts (B.A.), Psychology and Communications
Loyola University Maryland
Bachelor of Arts, Psychology and Communications
Thomas Bridges Thomas Bridges's Vanguard Experience October 2012 - January 2013
Job Client Relationship Associate at Vanguard
Industry Financial Services
Experience
First Republic Bank September 2013 - Present
Vanguard October 2012 - January 2013
Citigroup May 2010 - July 2012
Genotec Nutritionals November 2005 - August 2008
Excel Flooring Inc January 2003 - November 2005
Skills
Microsoft Office, Microsoft Word, Microsoft Office 2007, Microsoft Excel, PowerPoint, Problem Solving, Customer Service, Operational Due..., Data Entry, Fitness Training, Retail Banking, Inventory Management, Equipment Maintenance, Investments, Series 63, Series 6, Qualified Retirement..., 401k
Education
Loyola University Maryland 2004 — 2008
Bachelor of Arts (B.A.), Psychology
First Republic Bank September 2013 - Present
Vanguard October 2012 - January 2013
Citigroup May 2010 - July 2012
Genotec Nutritionals November 2005 - August 2008
Excel Flooring Inc January 2003 - November 2005
Skills
Microsoft Office, Microsoft Word, Microsoft Office 2007, Microsoft Excel, PowerPoint, Problem Solving, Customer Service, Operational Due..., Data Entry, Fitness Training, Retail Banking, Inventory Management, Equipment Maintenance, Investments, Series 63, Series 6, Qualified Retirement..., 401k
Education
Loyola University Maryland 2004 — 2008
Bachelor of Arts (B.A.), Psychology
Brucelee Sterile Brucelee Sterile's Vanguard Experience August 2013 - Present
Job Motivational Speaker, Investment Consultant
Industry Financial Services
Experience
Vanguard August 2013 - Present
Vanguard June 2012 - June 2013
Vanguard June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, English, Public Speaking, Leadership, Writing, Coaching, Time Management, Social Networking, Sales, Recruiting, Community Outreach, Investments, Finance
Education
Lincoln University 2008 — 2012
Bachelor's degree, Finance & Management
Vanguard August 2013 - Present
Vanguard June 2012 - June 2013
Vanguard June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, English, Public Speaking, Leadership, Writing, Coaching, Time Management, Social Networking, Sales, Recruiting, Community Outreach, Investments, Finance
Education
Lincoln University 2008 — 2012
Bachelor's degree, Finance & Management
Matt Marino's Vanguard Experience June 2015 - Present
Job Senior Investment Consultant at Vanguard, MBA
Industry Financial Services
Experience
Vanguard June 2015 - Present
Medical Business Technologies May 2014 - Present
Vanguard September 2013 - Present
The Vanguard Group August 2011 - Present
Self Employed Real Estate May 2011 - Present
Young Professionals of Philadelphia 2008 - Present
Fellowship Bible Church 2002 - November 2013
North America Power Partners September 2010 - June 2011
Nylife securities August 2008 - September 2010
New York Life July 2008 - September 2010
Skills
Investments, Retirement Planning, Finance, Financial Services, Fixed Annuities, Mutual Funds, Customer Service, Retirement, Portfolio Management, Financial Advisory, Series 7, CRM, Sales, Training, Estate Planning, Microsoft Excel, Financial Analysis, Management, Accounting, Microsoft Office, Variable Annuities, Public Speaking, Strategic Financial..., Series 63, Relationship Management, IRAs, Leadership, 401k, Financial Markets, Manage Client..., Process Improvement, Time Management, Series 6, Guaranteed Lifetime..., 529 Plans, Consultative Selling..., Program Management, Asset Allocation, Excel, Group Presentations, Investment Properties, Lead Generation, Financial Planning, Mentoring, IRA's, Life and Health License, Property Management, EHR, Economics, Healthcare Information...
Education
Marylhurst University 2012 — 2014
Master of Business Administration (M.B.A.), Finance, 3.85
The American College 2009 — 2010
LUTCF
Temple University - Fox School of Business and Management 2004 — 2008
BBA, Finance
Calvary Christian Academy 1999 — 2003
Diploma, General
Vanguard June 2015 - Present
Medical Business Technologies May 2014 - Present
Vanguard September 2013 - Present
The Vanguard Group August 2011 - Present
Self Employed Real Estate May 2011 - Present
Young Professionals of Philadelphia 2008 - Present
Fellowship Bible Church 2002 - November 2013
North America Power Partners September 2010 - June 2011
Nylife securities August 2008 - September 2010
New York Life July 2008 - September 2010
Skills
Investments, Retirement Planning, Finance, Financial Services, Fixed Annuities, Mutual Funds, Customer Service, Retirement, Portfolio Management, Financial Advisory, Series 7, CRM, Sales, Training, Estate Planning, Microsoft Excel, Financial Analysis, Management, Accounting, Microsoft Office, Variable Annuities, Public Speaking, Strategic Financial..., Series 63, Relationship Management, IRAs, Leadership, 401k, Financial Markets, Manage Client..., Process Improvement, Time Management, Series 6, Guaranteed Lifetime..., 529 Plans, Consultative Selling..., Program Management, Asset Allocation, Excel, Group Presentations, Investment Properties, Lead Generation, Financial Planning, Mentoring, IRA's, Life and Health License, Property Management, EHR, Economics, Healthcare Information...
Education
Marylhurst University 2012 — 2014
Master of Business Administration (M.B.A.), Finance, 3.85
The American College 2009 — 2010
LUTCF
Temple University - Fox School of Business and Management 2004 — 2008
BBA, Finance
Calvary Christian Academy 1999 — 2003
Diploma, General
Anthony Reisinger, M.Ed., NASM-CPT Anthony Reisinger, M.Ed., NASM-CPT's Vanguard Experience June 2008 - February 2010
Job Senior Project Manager at Performance Development Group
Industry Professional Training & Coaching
Experience
Performance Development Group March 2015 - Present
AFC Fitness April 2013 - Present
Self-employed April 2013 - March 2015
Project Management Institute February 2012 - March 2013
Performance Development Group March 2011 - February 2012
Kaplan EduNeering February 2010 - March 2011
ASTD Greater Philadelphia Chapter January 2009 - December 2010
Vanguard June 2008 - February 2010
Credit Suisse June 2006 - February 2008
Citizens March 2005 - June 2006
Skills
Training, Instructional Design, E-Learning, Needs Analysis, Captivate, ADDIE, Instructor-led Training, Coaching, Strategic Planning, Blended Learning, Project Management, Performance Consulting, Public Speaking, WebEx, SnagIt, Curriculum Design, Adult Education, Instructional Technology, Articulate Suite, Leadership, Microsoft Office, Customer Service
Education
Pennsylvania State University-Great Valley Graduate Center 2006 — 2009
M.Ed, Instructional Systems
Mansfield University of Pennsylvania 1988 — 1992
BA, Mass Communication
Performance Development Group March 2015 - Present
AFC Fitness April 2013 - Present
Self-employed April 2013 - March 2015
Project Management Institute February 2012 - March 2013
Performance Development Group March 2011 - February 2012
Kaplan EduNeering February 2010 - March 2011
ASTD Greater Philadelphia Chapter January 2009 - December 2010
Vanguard June 2008 - February 2010
Credit Suisse June 2006 - February 2008
Citizens March 2005 - June 2006
Skills
Training, Instructional Design, E-Learning, Needs Analysis, Captivate, ADDIE, Instructor-led Training, Coaching, Strategic Planning, Blended Learning, Project Management, Performance Consulting, Public Speaking, WebEx, SnagIt, Curriculum Design, Adult Education, Instructional Technology, Articulate Suite, Leadership, Microsoft Office, Customer Service
Education
Pennsylvania State University-Great Valley Graduate Center 2006 — 2009
M.Ed, Instructional Systems
Mansfield University of Pennsylvania 1988 — 1992
BA, Mass Communication
Christopher Davis-Slade Christopher Davis-Slade's Vanguard Experience August 2014 - Present
Job UHNW Client Relationship Consultant, Vanguard
Industry Financial Services
Experience
Vanguard August 2014 - Present
Skills
Relationship Management, Business Development, Financial Markets, Wealth, Sales, Strategy, Portfolio Management, Private Banking, Investments, Asset Allocation, Financial Services, Insurance, Banking, Risk Management, Financial Advisory, Superannuation
Education
Macquarie University 2008 — 2011
Masters Degree, Applied Finance
Syracuse University 1991 — 1995
Bachelor Degree, Fine Arts
Vanguard August 2014 - Present
Skills
Relationship Management, Business Development, Financial Markets, Wealth, Sales, Strategy, Portfolio Management, Private Banking, Investments, Asset Allocation, Financial Services, Insurance, Banking, Risk Management, Financial Advisory, Superannuation
Education
Macquarie University 2008 — 2011
Masters Degree, Applied Finance
Syracuse University 1991 — 1995
Bachelor Degree, Fine Arts
Jennifer Stackhouse's Vanguard Experience June 2013 - November 2014
Job Staff Accountant at Great Hearts Academies
Industry Financial Services
Experience
Great Hearts Academies December 2014 - Present
Vanguard June 2013 - November 2014
Northern Arizona University August 2011 - May 2012
Skills
Series 7, Series 63, Currently pursuing CPA..., Finance, Accounting, Problem Solving and..., Time Management and..., Customer Service, Mutual Funds, Investments, Research, Microsoft Office, Team Leadership, Sales, CRM, Financial Analysis, Time Management
Education
Louisiana State University 2014 — 2014
Three additional courses to satisfy CPA 150 hour requirement, Accounting
Northern Arizona University 2009 — 2013
Bachelor of Science (B.S.) in Accountancy, Bachelor of Science (B.S.) in Finance, Accounting and Finance, 3.66/4.0 Cum Laude
Great Hearts Academies December 2014 - Present
Vanguard June 2013 - November 2014
Northern Arizona University August 2011 - May 2012
Skills
Series 7, Series 63, Currently pursuing CPA..., Finance, Accounting, Problem Solving and..., Time Management and..., Customer Service, Mutual Funds, Investments, Research, Microsoft Office, Team Leadership, Sales, CRM, Financial Analysis, Time Management
Education
Louisiana State University 2014 — 2014
Three additional courses to satisfy CPA 150 hour requirement, Accounting
Northern Arizona University 2009 — 2013
Bachelor of Science (B.S.) in Accountancy, Bachelor of Science (B.S.) in Finance, Accounting and Finance, 3.66/4.0 Cum Laude
ahmed shehata ahmed shehata's Vanguard Experience June 2014 - Present
Job Java Developer at Vanguard
Industry Computer Software
Experience
Vanguard June 2014 - Present
Integrated Resources Inc December 2013 - June 2014
United Nations January 2013 - November 2013
MINISTRY OF COMMUNICATION & INFORMATION TECHNOLOGY June 2010 - December 2011
ZAGAZIG UNIVERSITY, College OF MEDICINE January 2009 - May 2010
Skills
Hibernate, Spring, Struts, Java, jQuery, JSP, Spring Framework, JavaScript, HTML, CSS, MySQL, Java Enterprise Edition, JDBC, Software Design, Eclipse, Tomcat, Design Patterns, UML, J2EE Application..., Servlets, HTML 5, XML, Agile Methodologies, JIRA, Algorithms, Data Structures, Apache Commons, Maven, JUnit, HTML5, Spring MVC, Apache POI, POI, StarUML, Multithreading, iText, JNDI, KonyOne, CSS3, Jenkins, RESTful WebServices, EasyMock, PowerMock, Stored Procedures, Selenium WebDriver, Python
Education
Maharishi University of Management 2012 — 2015
Master's Degree, Computer Science, 3.5
Zagazig University 2004 — 2009
Bachelor's degree, Computer Science, 3.5
Vanguard June 2014 - Present
Integrated Resources Inc December 2013 - June 2014
United Nations January 2013 - November 2013
MINISTRY OF COMMUNICATION & INFORMATION TECHNOLOGY June 2010 - December 2011
ZAGAZIG UNIVERSITY, College OF MEDICINE January 2009 - May 2010
Skills
Hibernate, Spring, Struts, Java, jQuery, JSP, Spring Framework, JavaScript, HTML, CSS, MySQL, Java Enterprise Edition, JDBC, Software Design, Eclipse, Tomcat, Design Patterns, UML, J2EE Application..., Servlets, HTML 5, XML, Agile Methodologies, JIRA, Algorithms, Data Structures, Apache Commons, Maven, JUnit, HTML5, Spring MVC, Apache POI, POI, StarUML, Multithreading, iText, JNDI, KonyOne, CSS3, Jenkins, RESTful WebServices, EasyMock, PowerMock, Stored Procedures, Selenium WebDriver, Python
Education
Maharishi University of Management 2012 — 2015
Master's Degree, Computer Science, 3.5
Zagazig University 2004 — 2009
Bachelor's degree, Computer Science, 3.5
Kurt Leneis Kurt Leneis's Vanguard Experience August 1992 - December 1998
Job Vice President at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 1999 - Present
Vanguard August 1992 - December 1998
Skills
Series 7, Series 63, Series 24, Mutual Funds, Financial Services, Securities, FINRA, Wealth Management, Equities, Investments, Fixed Income, Portfolio Management, Series 99, Series 9, Series 10
Education
Lycoming College 1987 — 1991
BA, Economics, Business Admin
Charles Schwab April 1999 - Present
Vanguard August 1992 - December 1998
Skills
Series 7, Series 63, Series 24, Mutual Funds, Financial Services, Securities, FINRA, Wealth Management, Equities, Investments, Fixed Income, Portfolio Management, Series 99, Series 9, Series 10
Education
Lycoming College 1987 — 1991
BA, Economics, Business Admin
Scott Turza's Vanguard Experience July 2011 - September 2011
Job Investment Associate at Arcataur Capital Management
Industry Financial Services
Experience
Arcataur Capital Management November 2014 - Present
University of Wisconsin Milwaukee April 2013 - November 2014
LA Fitness July 2012 - December 2012
Prudential Financial December 2011 - July 2012
Vanguard July 2011 - September 2011
Skills
Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Microsoft Word, Financial Modeling, Investments, Retail, Outlook, Social Media, Social Networking, Sales, Marketing, Leadership, Salesforce.com, Training, Management, Budgets, Finance, CRM, Analysis, Accounts Payable, Data Analysis, Market Research, Accounting, Risk Management, Business Planning, Teamwork
Education
Marquette University 2013 — 2015
Master of Business Administration (MBA), Finance, General
Temple University - Fox School of Business and Management 2007 — 2011
Bachelor of Business Administration (BBA), Finance
Arcataur Capital Management November 2014 - Present
University of Wisconsin Milwaukee April 2013 - November 2014
LA Fitness July 2012 - December 2012
Prudential Financial December 2011 - July 2012
Vanguard July 2011 - September 2011
Skills
Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Microsoft Word, Financial Modeling, Investments, Retail, Outlook, Social Media, Social Networking, Sales, Marketing, Leadership, Salesforce.com, Training, Management, Budgets, Finance, CRM, Analysis, Accounts Payable, Data Analysis, Market Research, Accounting, Risk Management, Business Planning, Teamwork
Education
Marquette University 2013 — 2015
Master of Business Administration (MBA), Finance, General
Temple University - Fox School of Business and Management 2007 — 2011
Bachelor of Business Administration (BBA), Finance
Lance Wilson-Mason's Vanguard Experience September 2010 - September 2013
Job Financial Services Professional with Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2015 - Present
Morgan Stanley September 2013 - March 2015
Vanguard September 2010 - September 2013
Vanguard March 2008 - September 2010
Wells Fargo January 2007 - May 2008
Cigna July 2005 - January 2007
Cigna December 2002 - July 2005
Applied Card Systems June 2002 - July 2003
PECO Energy December 2000 - June 2002
Skills
Microsoft Excel, Microsoft Word, Research, PowerPoint, Training, Leadership, Management, Customer Service, Coaching, Analysis, Event Planning, Process Improvement, Microsoft Office, Team Building, Investments, Team Leadership, Strategic Planning
Education
Lincoln University 1995 — 2000
Bachelor of Science (B.S.), Business Administration and Management, General
Morgan Stanley March 2015 - Present
Morgan Stanley September 2013 - March 2015
Vanguard September 2010 - September 2013
Vanguard March 2008 - September 2010
Wells Fargo January 2007 - May 2008
Cigna July 2005 - January 2007
Cigna December 2002 - July 2005
Applied Card Systems June 2002 - July 2003
PECO Energy December 2000 - June 2002
Skills
Microsoft Excel, Microsoft Word, Research, PowerPoint, Training, Leadership, Management, Customer Service, Coaching, Analysis, Event Planning, Process Improvement, Microsoft Office, Team Building, Investments, Team Leadership, Strategic Planning
Education
Lincoln University 1995 — 2000
Bachelor of Science (B.S.), Business Administration and Management, General
Jacob Lane's Vanguard Experience May 2015 - Present
Job Project Manager at Vanguard
Industry Financial Services
Experience
Vanguard May 2015 - Present
Vanguard June 2013 - May 2015
Vanguard May 2012 - June 2013
State of Maryland December 2009 - June 2012
Skills
Public Speaking, Leadership, Research, Microsoft Office, Event Planning, Public Relations, Customer Service, Community Outreach, Social Media, Nonprofits, Marketing, Sales, Strategic Planning
Education
Lynchburg College 2004 — 2008
Bachelor of Arts (BA), Sociology, 3.75
Lynchburg College 2004 — 2008
Bachelor of Arts (B.A.), American History (United States)
Vanguard May 2015 - Present
Vanguard June 2013 - May 2015
Vanguard May 2012 - June 2013
State of Maryland December 2009 - June 2012
Skills
Public Speaking, Leadership, Research, Microsoft Office, Event Planning, Public Relations, Customer Service, Community Outreach, Social Media, Nonprofits, Marketing, Sales, Strategic Planning
Education
Lynchburg College 2004 — 2008
Bachelor of Arts (BA), Sociology, 3.75
Lynchburg College 2004 — 2008
Bachelor of Arts (B.A.), American History (United States)
Andrea Sands Andrea Sands's Vanguard Experience September 2004 - Present
Job Project Manager for Executive Benefit Programs at Vanguard
Industry Financial Services
Experience
Vanguard September 2004 - Present
Vanguard January 1996 - August 2004
Vanguard August 1991 - December 1995
Vanguard May 1989 - July 1991
Diamond Credit Union 1987 - 1989
Skills
Process Improvement, Project Management, Leadership, Business Analysis, Financial Services, Relationship Management, Customer Service, Mutual Funds, Investments, Management, Strategic Planning, Microsoft Excel, Retirement Planning, Microsoft Office
Education
Loyola Marymount University 1983 — 1987
Bachelor of Business Administration (BBA), Business Administration and Management, General
St. Pius X High School 1980 — 1983
Vanguard September 2004 - Present
Vanguard January 1996 - August 2004
Vanguard August 1991 - December 1995
Vanguard May 1989 - July 1991
Diamond Credit Union 1987 - 1989
Skills
Process Improvement, Project Management, Leadership, Business Analysis, Financial Services, Relationship Management, Customer Service, Mutual Funds, Investments, Management, Strategic Planning, Microsoft Excel, Retirement Planning, Microsoft Office
Education
Loyola Marymount University 1983 — 1987
Bachelor of Business Administration (BBA), Business Administration and Management, General
St. Pius X High School 1980 — 1983
Adam Schickling Adam Schickling's Vanguard Experience May 2015 - Present
Job Investment Risk Analyst at Vanguard
Industry Financial Services
Experience
Vanguard May 2015 - Present
Vanguard March 2014 - May 2015
Vanguard June 2012 - March 2014
Chesapeake Crab Connection June 2007 - April 2012
Skills
Customer Service, Investment Strategies, Microsoft Office, Loans, Public Speaking, Investments, Mutual Funds, Public Relations Skills, Outstanding Customer..., Econometrics, Interpersonal..., Organizational..., Microsoft Excel, Bloomberg Terminal, Public Relations
Education
Millersville University of Pennsylvania 2007 — 2012
Bachelor of Arts (B.A.), Financial Economics
London Metropolitan University 2009 — 2009
Vanguard May 2015 - Present
Vanguard March 2014 - May 2015
Vanguard June 2012 - March 2014
Chesapeake Crab Connection June 2007 - April 2012
Skills
Customer Service, Investment Strategies, Microsoft Office, Loans, Public Speaking, Investments, Mutual Funds, Public Relations Skills, Outstanding Customer..., Econometrics, Interpersonal..., Organizational..., Microsoft Excel, Bloomberg Terminal, Public Relations
Education
Millersville University of Pennsylvania 2007 — 2012
Bachelor of Arts (B.A.), Financial Economics
London Metropolitan University 2009 — 2009
Arun Rajendran PMP Arun Rajendran PMP's Vanguard Experience May 2015 - Present
Job Program Manager at Vanguard
Industry Information Technology and Services
Experience
Vanguard May 2015 - Present
AbbVie January 2013 - May 2015
Cognizant Technology Solutions August 2006 - May 2015
Abbott 2011 - December 2012
Merck 2006 - 2011
Marsh & McLennan Companies, Inc. May 2006 - August 2006
Fannie Mae February 2006 - May 2006
Citi September 2005 - February 2006
Verizon February 2005 - September 2005
HCL Technologies - GTECH 2002 - 2005
Skills
PMP certified, PMI institute, SDLC, Agile Methodologies, PL/SQL, PMP, Resource Management, PMO, ITIL, Software Project..., Requirements Gathering, Global Delivery, CMMI, Agile Project Management, SOA, Business Analysis, Project Governance, Requirements Analysis, Oracle, Project Delivery, Solution Architecture, Pre-sales, Quality Center, Java Enterprise Edition, Content Management, Documentum, Project Management, Software Development, Enterprise Architecture, SQL, IT Strategy, Vendor Management
Education
Sairam Engg. College 1999 — 2002
MCA, Computer Applications
Madras Christian College 1996 — 1999
B.Sc., Chemistry
Corley Higher Secondary School 1990 — 1996
Vanguard May 2015 - Present
AbbVie January 2013 - May 2015
Cognizant Technology Solutions August 2006 - May 2015
Abbott 2011 - December 2012
Merck 2006 - 2011
Marsh & McLennan Companies, Inc. May 2006 - August 2006
Fannie Mae February 2006 - May 2006
Citi September 2005 - February 2006
Verizon February 2005 - September 2005
HCL Technologies - GTECH 2002 - 2005
Skills
PMP certified, PMI institute, SDLC, Agile Methodologies, PL/SQL, PMP, Resource Management, PMO, ITIL, Software Project..., Requirements Gathering, Global Delivery, CMMI, Agile Project Management, SOA, Business Analysis, Project Governance, Requirements Analysis, Oracle, Project Delivery, Solution Architecture, Pre-sales, Quality Center, Java Enterprise Edition, Content Management, Documentum, Project Management, Software Development, Enterprise Architecture, SQL, IT Strategy, Vendor Management
Education
Sairam Engg. College 1999 — 2002
MCA, Computer Applications
Madras Christian College 1996 — 1999
B.Sc., Chemistry
Corley Higher Secondary School 1990 — 1996
Joe Drew-Hundley's Vanguard Experience May 2014 - Present
Job Series 7 & 63 Licensed Corporate Trainer with experience in Sales, Leadership, Fundraising and Recruiting.
Industry Financial Services
Experience
Vanguard May 2014 - Present
Start Something Show December 2011 - Present
Give N Go npo November 2009 - Present
Skills
Series 63, Series 6, Series 7, Mutual Funds, Retirement, Retirement Planning, Investments, Wealth Management, Relationship Management, IRAs, Financial Services, Investment Strategies, Equities, 401k, Asset Management, Event Planning, Asset Allocation, Budgets, Nonprofits, Public Relations, Marketing, FINRA, Media Relations
Education
Livingstone College 2004 — 2005
Bachelors of science, Business Administration
Saginaw Valley State University 2000 — 2001
Vanguard May 2014 - Present
Start Something Show December 2011 - Present
Give N Go npo November 2009 - Present
Skills
Series 63, Series 6, Series 7, Mutual Funds, Retirement, Retirement Planning, Investments, Wealth Management, Relationship Management, IRAs, Financial Services, Investment Strategies, Equities, 401k, Asset Management, Event Planning, Asset Allocation, Budgets, Nonprofits, Public Relations, Marketing, FINRA, Media Relations
Education
Livingstone College 2004 — 2005
Bachelors of science, Business Administration
Saginaw Valley State University 2000 — 2001
Nikita Balakrishnan Nikita Balakrishnan's Vanguard Experience June 2014 - Present
Job Software Developer at Vanguard
Industry Information Technology and Services
Experience
Vanguard June 2014 - Present
Fidelity National Information Services 2013 - 2014
Jacada June 2011 - September 2012
IBM July 2008 - March 2011
Tata Research Development and Design Center August 2007 - May 2008
Skills
Java, SWT, JFace, JavaScript, Ext JS, BIRT, Eclipse, Web Services, Core Java, Object Oriented Design, Java Enterprise Edition, Agile Methodologies, SDLC, SQL
Education
Maharashtra Institute of Technology 2004 — 2008
B.E., Information Technology
Vanguard June 2014 - Present
Fidelity National Information Services 2013 - 2014
Jacada June 2011 - September 2012
IBM July 2008 - March 2011
Tata Research Development and Design Center August 2007 - May 2008
Skills
Java, SWT, JFace, JavaScript, Ext JS, BIRT, Eclipse, Web Services, Core Java, Object Oriented Design, Java Enterprise Edition, Agile Methodologies, SDLC, SQL
Education
Maharashtra Institute of Technology 2004 — 2008
B.E., Information Technology
Kristen Stone Kristen Stone's Vanguard Experience May 2000 - March 2007
Job Team Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2014 - Present
TIAA-CREF March 2007 - Present
Vanguard May 2000 - March 2007
First Union (Wells Fargo) January 1997 - May 2000
Skills
Call Centers, Process Improvement, Vendor Management, Coaching, Team Building, Banking, Insurance, Business Process..., Performance Management, Risk Management, Change Management, Recruiting, Financial Services, Relationship Management, Employee Relations, Customer Experience, Training, Mutual Funds, Finance, Series 63, Series 6, Portfolio Management, Talent Acquisition, Business Planning, Employee Benefits
Education
Long Island University, Southampton Campus 1990 — 1994
Bachelor's degree, Psychology
TIAA-CREF June 2014 - Present
TIAA-CREF March 2007 - Present
Vanguard May 2000 - March 2007
First Union (Wells Fargo) January 1997 - May 2000
Skills
Call Centers, Process Improvement, Vendor Management, Coaching, Team Building, Banking, Insurance, Business Process..., Performance Management, Risk Management, Change Management, Recruiting, Financial Services, Relationship Management, Employee Relations, Customer Experience, Training, Mutual Funds, Finance, Series 63, Series 6, Portfolio Management, Talent Acquisition, Business Planning, Employee Benefits
Education
Long Island University, Southampton Campus 1990 — 1994
Bachelor's degree, Psychology
Kevin Jestice, CFA, CIPM Kevin Jestice, CFA, CIPM's Vanguard Experience March 2013 - Present
Job Principal, Head of Institutional Advisory Services
Industry Investment Management
Experience
Vanguard March 2013 - Present
Vanguard March 2012 - March 2013
Vanguard November 2010 - March 2012
Vanguard April 2008 - November 2010
Vanguard June 2007 - April 2008
Ennis Knupp & Associates June 2002 - June 2007
Skills
Investment Management, Alternative Investments, Business Strategy, Investments, Asset Managment, Portfolio Management, Financial Modeling, Investment Strategies, Asset Allocation, Mutual Funds, Asset Management, Valuation, Financial Services, Series 7, Private Equity, Fixed Income, Equities
Education
Wharton, University of Pennsylvania 2010 — 2012
MBA with honors
Loras College 1998 — 2002
Honors Degrees in Finance and Management
Vanguard March 2013 - Present
Vanguard March 2012 - March 2013
Vanguard November 2010 - March 2012
Vanguard April 2008 - November 2010
Vanguard June 2007 - April 2008
Ennis Knupp & Associates June 2002 - June 2007
Skills
Investment Management, Alternative Investments, Business Strategy, Investments, Asset Managment, Portfolio Management, Financial Modeling, Investment Strategies, Asset Allocation, Mutual Funds, Asset Management, Valuation, Financial Services, Series 7, Private Equity, Fixed Income, Equities
Education
Wharton, University of Pennsylvania 2010 — 2012
MBA with honors
Loras College 1998 — 2002
Honors Degrees in Finance and Management
Devanand Anthony's Vanguard Experience May 2008 - May 2015
Job Senior Business Intelligence Consultant at IBM
Industry Information Technology and Services
Experience
IBM June 2015 - Present
Vanguard May 2008 - May 2015
Accenture October 2003 - September 2008
Hyundai Motor India Ltd February 1998 - September 2003
Skills
Business Intelligence, Data Warehousing, Cognos, ETL, Data Modeling, SDLC, Business Objects, Informatica, Requirements Gathering, Requirements Analysis, SQL, Data Warehouse..., PL/SQL, Oracle, DB2, Software Project..., Business Analysis, Data Integration, Data Migration, Teradata, Datastage, Microsoft SQL Server, Program Management, Data Visualization
Education
Bharathidasan University 1997 — 2000
Masters Degree in Computer Applications, Computer Applications
Loyola College 1994 — 1997
Bachelor's Degree in Statistics, Statistics
Sacred Heart Matric Hr. Sec. School 1980 — 1994
Schooling, Math, Physics, Chemistry and Computer Science
IBM June 2015 - Present
Vanguard May 2008 - May 2015
Accenture October 2003 - September 2008
Hyundai Motor India Ltd February 1998 - September 2003
Skills
Business Intelligence, Data Warehousing, Cognos, ETL, Data Modeling, SDLC, Business Objects, Informatica, Requirements Gathering, Requirements Analysis, SQL, Data Warehouse..., PL/SQL, Oracle, DB2, Software Project..., Business Analysis, Data Integration, Data Migration, Teradata, Datastage, Microsoft SQL Server, Program Management, Data Visualization
Education
Bharathidasan University 1997 — 2000
Masters Degree in Computer Applications, Computer Applications
Loyola College 1994 — 1997
Bachelor's Degree in Statistics, Statistics
Sacred Heart Matric Hr. Sec. School 1980 — 1994
Schooling, Math, Physics, Chemistry and Computer Science
Eric Koup Eric Koup's Vanguard Experience August 2012 - Present
Job Writer, Marketing and Communications at Vanguard
Industry Financial Services
Experience
Vanguard August 2012 - Present
Vanguard July 2005 - August 2012
Vanguard October 2003 - July 2005
Vanguard April 2001 - October 2003
Vanguard May 1999 - April 2001
Vanguard June 1997 - May 1999
Skills
Editing, Management, Video, Public Speaking, Newsletters, Editorial, CMS, Storytelling, Copywriting, Program Management, Marketing Strategy, Blogging
Education
Loyola University Maryland
BA, Communications/Public Relations
Villanova University
MBA, Marketing
Vanguard August 2012 - Present
Vanguard July 2005 - August 2012
Vanguard October 2003 - July 2005
Vanguard April 2001 - October 2003
Vanguard May 1999 - April 2001
Vanguard June 1997 - May 1999
Skills
Editing, Management, Video, Public Speaking, Newsletters, Editorial, CMS, Storytelling, Copywriting, Program Management, Marketing Strategy, Blogging
Education
Loyola University Maryland
BA, Communications/Public Relations
Villanova University
MBA, Marketing
Emily Guidry Schatzel's Vanguard Experience 2008 - 2009
Job Strategic Communications & Public Relations Expert
Industry Public Relations and Communications
Experience
National Wildlife Federation September 2009 - Present
Vanguard 2008 - 2009
Foundation for Individual Rights in Education (FIRE) 2006 - 2008
Skills
Press Releases, Nonprofits, Strategic Communications, Media Relations, Public Relations
Education
Loyola University New Orleans 2002 — 2005
JD
Loyola University New Orleans 2002 — 2005
MA, Communications
Nicholls State Universiry 1998 — 2002
Dual Bachelor's degrees, Mass Communication & English
Vandebilt Catholic High School
National Wildlife Federation September 2009 - Present
Vanguard 2008 - 2009
Foundation for Individual Rights in Education (FIRE) 2006 - 2008
Skills
Press Releases, Nonprofits, Strategic Communications, Media Relations, Public Relations
Education
Loyola University New Orleans 2002 — 2005
JD
Loyola University New Orleans 2002 — 2005
MA, Communications
Nicholls State Universiry 1998 — 2002
Dual Bachelor's degrees, Mass Communication & English
Vandebilt Catholic High School
G.^John Alburger G.^John Alburger's Vanguard Experience April 2014 - June 2014
Job Industrial Research Analyst at JLL
Industry Investment Management
Experience
JLL March 2015 - Present
SolomonEdwards June 2014 - February 2015
Vanguard April 2014 - June 2014
Philadelphia Insurance Companies May 2013 - October 2013
Philadelphia Insurance Companies June 2012 - May 2013
Philadelphia Insurance Companies June 2011 - August 2011
Merion Golf Club May 2004 - September 2010
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Public Speaking, Statistics, Data Analysis
Education
St. Joseph's University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Loyola College in Maryland 2008 — 2010
Accounting and Biology
St Joseph's Prep 2004 — 2008
JLL March 2015 - Present
SolomonEdwards June 2014 - February 2015
Vanguard April 2014 - June 2014
Philadelphia Insurance Companies May 2013 - October 2013
Philadelphia Insurance Companies June 2012 - May 2013
Philadelphia Insurance Companies June 2011 - August 2011
Merion Golf Club May 2004 - September 2010
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Public Speaking, Statistics, Data Analysis
Education
St. Joseph's University 2010 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Loyola College in Maryland 2008 — 2010
Accounting and Biology
St Joseph's Prep 2004 — 2008
Jeff Teti Jeff Teti's Vanguard Experience July 2005 - June 2008
Job Senior Account Manager at Metalogix Software (MetaVis Business Unit)
Industry Computer Software
Experience
Metalogix Software April 2015 - Present
MetaVis Technologies Inc May 2013 - April 2015
MetaVis Technologies December 2012 - May 2013
MetaVis Technologies June 2012 - December 2012
United Sports July 2009 - June 2012
Malvern Preparatory School June 2008 - July 2009
Vanguard July 2005 - June 2008
Skills
Salesforce.com, Microsoft Office, Social Media, Strategic Planning, Account Management, Sales Management, New Business Development, Microsoft Excel, Business Development, Customer Service, Team Building, Research, Management, Training, CRM, Event Management
Education
Loyola University Maryland 1998 — 2002
Business Administration, Management Information Systems
Great Valley 1994 — 1998
Metalogix Software April 2015 - Present
MetaVis Technologies Inc May 2013 - April 2015
MetaVis Technologies December 2012 - May 2013
MetaVis Technologies June 2012 - December 2012
United Sports July 2009 - June 2012
Malvern Preparatory School June 2008 - July 2009
Vanguard July 2005 - June 2008
Skills
Salesforce.com, Microsoft Office, Social Media, Strategic Planning, Account Management, Sales Management, New Business Development, Microsoft Excel, Business Development, Customer Service, Team Building, Research, Management, Training, CRM, Event Management
Education
Loyola University Maryland 1998 — 2002
Business Administration, Management Information Systems
Great Valley 1994 — 1998
Rajib Mukherjee Rajib Mukherjee's Vanguard Experience August 2015 - Present
Job Consultant at Vanguard
Industry Computer Software
Experience
Vanguard August 2015 - Present
Arris Inc (Formerly Motorola Mobility) June 2013 - August 2015
Accenture Technology Solutions September 2011 - May 2013
Accenture Technology Solutions September 2008 - August 2011
Accenture Technology Solutions August 2007 - August 2008
Skills
Java, Java Enterprise Edition, Spring, Hibernate, REST, Oracle, Struts, PL/SQL, AngularJS, JavaScript, RESTful WebServices, JDBC, Core Java, XML, Eclipse, Servlets, AJAX, JSP, JSON, jQuery, HTML, XSLT, PostgreSQL, Spring Security, CSS, Maven, Microsoft SQL Server, Agile Methodologies, Application Development, Software Development, Tomcat, Visual VM, Selenium, HtmlUnit, Mockito, Tortoise SVN, LoadRunner, Performance Testing, Performance Engineering, C, Quality Center, Load Testing, Performance Center, Spring Framework
Education
Manipal University 2009 — 2011
M.S, Digital Design & Embedded Systems
Visvesvaraya Technological University 2003 — 2007
B.E, Electronics & Communication
Birla High School 1996 — 2003
AISSCE
Vanguard August 2015 - Present
Arris Inc (Formerly Motorola Mobility) June 2013 - August 2015
Accenture Technology Solutions September 2011 - May 2013
Accenture Technology Solutions September 2008 - August 2011
Accenture Technology Solutions August 2007 - August 2008
Skills
Java, Java Enterprise Edition, Spring, Hibernate, REST, Oracle, Struts, PL/SQL, AngularJS, JavaScript, RESTful WebServices, JDBC, Core Java, XML, Eclipse, Servlets, AJAX, JSP, JSON, jQuery, HTML, XSLT, PostgreSQL, Spring Security, CSS, Maven, Microsoft SQL Server, Agile Methodologies, Application Development, Software Development, Tomcat, Visual VM, Selenium, HtmlUnit, Mockito, Tortoise SVN, LoadRunner, Performance Testing, Performance Engineering, C, Quality Center, Load Testing, Performance Center, Spring Framework
Education
Manipal University 2009 — 2011
M.S, Digital Design & Embedded Systems
Visvesvaraya Technological University 2003 — 2007
B.E, Electronics & Communication
Birla High School 1996 — 2003
AISSCE
Timothy Treston Timothy Treston's Vanguard Experience August 2015 - Present
Job Financial Analyst at Vanguard
Industry Defense & Space
Experience
Vanguard August 2015 - Present
TW Metals July 2012 - July 2015
Lockheed Martin August 2011 - July 2012
Lockheed Martin June 2010 - July 2011
Lockheed Martin July 2009 - June 2010
Lockheed Martin July 2007 - June 2010
Lockheed Martin July 2007 - June 2008
Skills
Financial Analysis, Forecasting, Finance, Accounting, Strategic Financial..., Leadership, Earned Value Management, Financial Forecasting, Mergers & Acquisitions, Financial Modeling, Managerial Finance, Financial Planning, Budgets, Proposal Writing, Budgeting, MS Excel Pivot Tables, Microsoft Excel, Excel Models, Excel Pivot, Excel Dashboards
Education
Villanova University 2009 — 2011
MBA, Finance & Commercial Real Estate
Loyola University Maryland 2003 — 2007
BBA, Finance Major, PoliSci Minor
Malvern Preparatory School 1999 — 2003
High School, General
Vanguard August 2015 - Present
TW Metals July 2012 - July 2015
Lockheed Martin August 2011 - July 2012
Lockheed Martin June 2010 - July 2011
Lockheed Martin July 2009 - June 2010
Lockheed Martin July 2007 - June 2010
Lockheed Martin July 2007 - June 2008
Skills
Financial Analysis, Forecasting, Finance, Accounting, Strategic Financial..., Leadership, Earned Value Management, Financial Forecasting, Mergers & Acquisitions, Financial Modeling, Managerial Finance, Financial Planning, Budgets, Proposal Writing, Budgeting, MS Excel Pivot Tables, Microsoft Excel, Excel Models, Excel Pivot, Excel Dashboards
Education
Villanova University 2009 — 2011
MBA, Finance & Commercial Real Estate
Loyola University Maryland 2003 — 2007
BBA, Finance Major, PoliSci Minor
Malvern Preparatory School 1999 — 2003
High School, General
Leah Schoonmaker Campbell's Vanguard Experience January 2015 - Present
Job Finance Director at Vanguard
Industry Financial Services
Experience
Vanguard January 2015 - Present
Vanguard June 2013 - December 2014
Vanguard April 2010 - June 2013
Sovereign Bank August 2006 - April 2010
Sovereign Bank June 2005 - August 2006
Skills
Financial Analysis, Financial Modeling, Presentations, Leadership, Relationship Management, Financial Reporting, Variance Analysis, Microsoft Excel, PowerPoint, Corporate Finance, Derivatives, Credit Analysis, Commercial Banking, Commercial Lending, Risk Management, Financial Services, Strategic Financial...
Education
Stanford University Graduate School of Business
Temple University - Fox School of Business and Management 2007 — 2010
MBA
Loyola College in Maryland 2001 — 2005
BBA
Vanguard January 2015 - Present
Vanguard June 2013 - December 2014
Vanguard April 2010 - June 2013
Sovereign Bank August 2006 - April 2010
Sovereign Bank June 2005 - August 2006
Skills
Financial Analysis, Financial Modeling, Presentations, Leadership, Relationship Management, Financial Reporting, Variance Analysis, Microsoft Excel, PowerPoint, Corporate Finance, Derivatives, Credit Analysis, Commercial Banking, Commercial Lending, Risk Management, Financial Services, Strategic Financial...
Education
Stanford University Graduate School of Business
Temple University - Fox School of Business and Management 2007 — 2010
MBA
Loyola College in Maryland 2001 — 2005
BBA
Hugh Christian's Vanguard Experience August 2015 - Present
Job Assigned Representative at Vanguard
Industry Financial Services
Experience
Vanguard August 2015 - Present
Education
Marquette University 2002 — 2004
MBA, Finance
University of Louisville 1986 — 1992
BSBA, Management
Vanguard August 2015 - Present
Education
Marquette University 2002 — 2004
MBA, Finance
University of Louisville 1986 — 1992
BSBA, Management
Walter V. Morales, MBA, M.S.'s Vanguard Experience December 2014 - Present
Job Web Analyst
Industry Management Consulting
Experience
Vanguard December 2014 - Present
CNN May 2014 - November 2014
Western Union October 2013 - March 2014
American Express April 2013 - September 2013
BB&T September 2012 - April 2013
Citi March 2011 - October 2012
MightyTech Networks January 2007 - March 2011
Cruise Lines International Association - North West and Canada February 2001 - February 2007
Marty Shoes Corp 1998 - 2001
AVIS 1997 - 1998
Skills
SEM, Email Marketing, Web Analytics, SEO, Online Marketing, E-commerce, Omniture, Google Analytics, Affiliate Marketing, Analytics, Interactive Marketing, PPC, Digital Marketing, Social Media, Digital Strategy, Direct Marketing, Lead Generation, Online Advertising, Google Adwords, B2C, WebTrends, Marketing Strategy, Multi-channel Marketing, Customer Acquisition, Online Branding, B2B, Campaign Management, CMS, Keyword Research, Multivariate Testing, Yahoo Search Marketing, Organic Search, Social Media Marketing, Landing Page..., Integrated Marketing, Web Marketing, User Experience, Marketing, Segmentation
Education
University of Maryland University College 2006 — 2010
Doctor of Business Administration (DBA)
University of Maryland University College 2002 — 2006
M.S., Management of Technology-Ecommerce
New York University - Leonard N. Stern School of Business 1985 — 1989
MBA, Marketing and Information Systems
Long Island University, Brooklyn Campus
B.S., Economics/Computer Science
Vanguard December 2014 - Present
CNN May 2014 - November 2014
Western Union October 2013 - March 2014
American Express April 2013 - September 2013
BB&T September 2012 - April 2013
Citi March 2011 - October 2012
MightyTech Networks January 2007 - March 2011
Cruise Lines International Association - North West and Canada February 2001 - February 2007
Marty Shoes Corp 1998 - 2001
AVIS 1997 - 1998
Skills
SEM, Email Marketing, Web Analytics, SEO, Online Marketing, E-commerce, Omniture, Google Analytics, Affiliate Marketing, Analytics, Interactive Marketing, PPC, Digital Marketing, Social Media, Digital Strategy, Direct Marketing, Lead Generation, Online Advertising, Google Adwords, B2C, WebTrends, Marketing Strategy, Multi-channel Marketing, Customer Acquisition, Online Branding, B2B, Campaign Management, CMS, Keyword Research, Multivariate Testing, Yahoo Search Marketing, Organic Search, Social Media Marketing, Landing Page..., Integrated Marketing, Web Marketing, User Experience, Marketing, Segmentation
Education
University of Maryland University College 2006 — 2010
Doctor of Business Administration (DBA)
University of Maryland University College 2002 — 2006
M.S., Management of Technology-Ecommerce
New York University - Leonard N. Stern School of Business 1985 — 1989
MBA, Marketing and Information Systems
Long Island University, Brooklyn Campus
B.S., Economics/Computer Science
Jennifer Howell-Pierson's Vanguard Experience 2005 - Present
Job Communications Consultant at Vanguard
Industry Financial Services
Experience
Vanguard 2005 - Present
Agere Systems 2002 - 2004
Lucent Technologies 1996 - 2002
AT&T 1990 - 1996
Skills
Management, Program Management, Marketing Communications, Competitive Analysis, Leadership, Product Marketing, Internal Communications, Relationship Management, Strategy, Cross-functional Team..., Strategic Planning, Series 6, Financial Services, Communication Training, Product Management, Marketing Strategy, Mutual Funds, Marketing, Project Management, Corporate Communications, Strategic Communications, Series 63, Investments
Education
Rollins College 1994 — 1995
Non-degree
Marshall University 1984 — 1989
Barboursville High School 1981 — 1984
Vanguard 2005 - Present
Agere Systems 2002 - 2004
Lucent Technologies 1996 - 2002
AT&T 1990 - 1996
Skills
Management, Program Management, Marketing Communications, Competitive Analysis, Leadership, Product Marketing, Internal Communications, Relationship Management, Strategy, Cross-functional Team..., Strategic Planning, Series 6, Financial Services, Communication Training, Product Management, Marketing Strategy, Mutual Funds, Marketing, Project Management, Corporate Communications, Strategic Communications, Series 63, Investments
Education
Rollins College 1994 — 1995
Non-degree
Marshall University 1984 — 1989
Barboursville High School 1981 — 1984
Terrence O'Donnell, QKA's Vanguard Experience 2004 - Present
Job Compliance Consultant at The Vanguard Group
Industry Financial Services
Experience
Vanguard 2004 - Present
The Vanguard Group November 2004 - 2008
BISYS January 2002 - November 2004
Skills
401k, Retirement, ERISA, Compliance, Excel, Microsoft Excel, Qualified Retirement..., Retirement Plan..., Defined Contribution, Employee Benefits, Relationship Management, Defined Benefit
Education
Marist College 1989 — 1993
BS, Personnel Administration
Bishop McDevitt High School 1985 — 1989
Vanguard 2004 - Present
The Vanguard Group November 2004 - 2008
BISYS January 2002 - November 2004
Skills
401k, Retirement, ERISA, Compliance, Excel, Microsoft Excel, Qualified Retirement..., Retirement Plan..., Defined Contribution, Employee Benefits, Relationship Management, Defined Benefit
Education
Marist College 1989 — 1993
BS, Personnel Administration
Bishop McDevitt High School 1985 — 1989
Tom Russo, CFP's Vanguard Experience 1991 - Present
Job Senior Investment Consultant Vanguard Institutional Advisory Services
Industry Financial Services
Experience
The Vanguard Group of Investment Companies October 1991 - Present
The Vanguard Group 1991 - Present
Vanguard 1991 - Present
Skills
Asset Managment, Separate Accounts, Wealth Management, Series 24, ETFs, Alternative Investments, Fixed Income
Education
Saint Joseph's University - Erivan K. Haub School of Business 1993 — 1996
MBA, Finance
Loyola College in Maryland 1987 — 1991
Bachelor of Business Administration (BBA), Finance, General
The Vanguard Group of Investment Companies October 1991 - Present
The Vanguard Group 1991 - Present
Vanguard 1991 - Present
Skills
Asset Managment, Separate Accounts, Wealth Management, Series 24, ETFs, Alternative Investments, Fixed Income
Education
Saint Joseph's University - Erivan K. Haub School of Business 1993 — 1996
MBA, Finance
Loyola College in Maryland 1987 — 1991
Bachelor of Business Administration (BBA), Finance, General
Greg Modesto's Vanguard Experience June 2005 - April 2006
Job Builder of Financial, Analytical and Technological Skills
Industry Financial Services
Experience
Wells Fargo August 2011 - Present
Wells Fargo Bank October 2006 - August 2011
Vanguard June 2005 - April 2006
Vanguard November 2004 - April 2006
Vanguard September 2003 - October 2004
Education
Loyola University Maryland 2009 — 2013
Masters, Computer Science
Penn State University 1998 — 2003
BS, Finance and International Business
Penn State University 1998 — 2003
BS, Economics
Wells Fargo August 2011 - Present
Wells Fargo Bank October 2006 - August 2011
Vanguard June 2005 - April 2006
Vanguard November 2004 - April 2006
Vanguard September 2003 - October 2004
Education
Loyola University Maryland 2009 — 2013
Masters, Computer Science
Penn State University 1998 — 2003
BS, Finance and International Business
Penn State University 1998 — 2003
BS, Economics
Jason Saylor's Vanguard Experience November 2004 - Present
Job Investment Consultant at Vanguard
Industry Financial Services
Experience
Vanguard November 2004 - Present
Champs Sports July 2000 - April 2002
Education
Mars Hill University 1994 — 1998
BS, Business Administration
Vanguard November 2004 - Present
Champs Sports July 2000 - April 2002
Education
Mars Hill University 1994 — 1998
BS, Business Administration
Mohan Jagannathan's Vanguard Experience April 2012 - Present
Job Systems Manager at Vanguard
Industry Financial Services
Experience
Vanguard April 2012 - Present
Vanguard June 2000 - May 2012
Skills
Trading Systems, Options, Java, Integration, Portfolio Management, Derivatives, Fixed Income, Financial Markets, Agile Methodologies, Business Analysis, JMS, Risk Management, Asset Managment, Investments, Equities, SQL, Java Enterprise Edition, Web Services, SDLC, SOA, Financial Services, Unix, Spring, Enterprise Architecture, Agile Project Management, Software Project..., Requirements Analysis, JUnit, Maven, Scrum, Requirements Gathering, XML, Subversion, Solution Architecture, Software Development, JDBC, IT Strategy, Application Architecture, REST, Software Design, Linux, Software Engineering, IT Management
Education
New Jersey Institute of Technology 1998 — 2000
Master of Science (MS), Computer Science
ACCET 1993 — 1997
BE, Electronics & Communication
Madurai Kamaraj University 1993 — 1997
BE, Engineering (ECE)
Vanguard April 2012 - Present
Vanguard June 2000 - May 2012
Skills
Trading Systems, Options, Java, Integration, Portfolio Management, Derivatives, Fixed Income, Financial Markets, Agile Methodologies, Business Analysis, JMS, Risk Management, Asset Managment, Investments, Equities, SQL, Java Enterprise Edition, Web Services, SDLC, SOA, Financial Services, Unix, Spring, Enterprise Architecture, Agile Project Management, Software Project..., Requirements Analysis, JUnit, Maven, Scrum, Requirements Gathering, XML, Subversion, Solution Architecture, Software Development, JDBC, IT Strategy, Application Architecture, REST, Software Design, Linux, Software Engineering, IT Management
Education
New Jersey Institute of Technology 1998 — 2000
Master of Science (MS), Computer Science
ACCET 1993 — 1997
BE, Electronics & Communication
Madurai Kamaraj University 1993 — 1997
BE, Engineering (ECE)
Timothy Helm's Vanguard Experience March 2008 - Present
Job Financial Professional
Industry Investment Management
Experience
VANGUARD March 2008 - Present
AIG February 2000 - March 2004
United Airlines 1991 - 1998
Skills
Series 7, Series 63, Mutual Funds, Retirement, Retirement Planning, Series 6, Asset Allocation, Investments, Wealth Management, Fixed Annuities, Securities, Portfolio Management, Strategic Financial..., Investment Strategies, Financial Services, Investment Advisory, Insurance, Bloomberg
Education
Manhattan College 1981 — 1985
Bachelor of Science, Business Administration
VANGUARD March 2008 - Present
AIG February 2000 - March 2004
United Airlines 1991 - 1998
Skills
Series 7, Series 63, Mutual Funds, Retirement, Retirement Planning, Series 6, Asset Allocation, Investments, Wealth Management, Fixed Annuities, Securities, Portfolio Management, Strategic Financial..., Investment Strategies, Financial Services, Investment Advisory, Insurance, Bloomberg
Education
Manhattan College 1981 — 1985
Bachelor of Science, Business Administration
Tarak Bhavsar, CIMA's Vanguard Experience July 2011 - Present
Job Relationship Manager at Vanguard
Industry Financial Services
Experience
Vanguard July 2011 - Present
Vanguard January 2006 - June 2011
Vanguard February 2004 - December 2005
Skills
Portfolio Management, Investments, ETFs, Mutual Funds, Series 63, Series 7, Manager Selection, Relationship Management, Investment Strategies, Due Diligence, Valuation, Asset Allocation, Investment Management, Equities
Education
Penn State University 2008 — 2009
Master of Finance
Maastricht University 2002 — 2002
International Business
Penn State University 1998 — 2002
Finance, International Business
Vanguard July 2011 - Present
Vanguard January 2006 - June 2011
Vanguard February 2004 - December 2005
Skills
Portfolio Management, Investments, ETFs, Mutual Funds, Series 63, Series 7, Manager Selection, Relationship Management, Investment Strategies, Due Diligence, Valuation, Asset Allocation, Investment Management, Equities
Education
Penn State University 2008 — 2009
Master of Finance
Maastricht University 2002 — 2002
International Business
Penn State University 1998 — 2002
Finance, International Business
Corey Hnat's Vanguard Experience August 2013 - Present
Job
Industry Financial Services
Experience
Vanguard August 2013 - Present
American Heart Association June 2011 - August 2012
Pitney Bowes July 2008 - January 2011
Chase April 1998 - June 2008
Ludwig Corporation January 2001 - January 2003
Resource One Discount Co. May 1997 - March 1998
Skills
Positive Personality, High Achiever, Empathy, Consultative Approach, Includer, Microsoft Excel, Analytics, Selling, Forecasting, Banking, Finance, Leadership, Management, Sales, Recruiting, Loans, Mortgage Lending, Team Building, Sales Management, Customer Service
Education
Lycoming College 1991 — 1995
Bachelor in Arts in Business
Vanguard August 2013 - Present
American Heart Association June 2011 - August 2012
Pitney Bowes July 2008 - January 2011
Chase April 1998 - June 2008
Ludwig Corporation January 2001 - January 2003
Resource One Discount Co. May 1997 - March 1998
Skills
Positive Personality, High Achiever, Empathy, Consultative Approach, Includer, Microsoft Excel, Analytics, Selling, Forecasting, Banking, Finance, Leadership, Management, Sales, Recruiting, Loans, Mortgage Lending, Team Building, Sales Management, Customer Service
Education
Lycoming College 1991 — 1995
Bachelor in Arts in Business
Douglas Pinto's Vanguard Experience September 1992 - August 1996
Job Independent Business Owner at Steel Cup Coffee Roasters
Industry Wholesale
Experience
Steel Cup Coffee Roasters May 2014 - Present
Golden Stone Properties, LLC January 2003 - May 2014
Portico Real Estate March 2009 - November 2012
Missoula County Public Schools March 2012 - June 2012
Delaware Investments September 1995 - July 2000
Vanguard September 1992 - August 1996
Skills
Residential Homes, Single Family Homes, First Time Home Buyers, Access, Investment Properties, Management, Budgets, Buyer Representation, Real Estate, Referrals, Sellers, FHA, Selling, Real Estate Transactions
Education
University of Montana 2001 — 2003
BA, Psychology
Lynchburg College 1988 — 1992
BA, Business Administration
Steel Cup Coffee Roasters May 2014 - Present
Golden Stone Properties, LLC January 2003 - May 2014
Portico Real Estate March 2009 - November 2012
Missoula County Public Schools March 2012 - June 2012
Delaware Investments September 1995 - July 2000
Vanguard September 1992 - August 1996
Skills
Residential Homes, Single Family Homes, First Time Home Buyers, Access, Investment Properties, Management, Budgets, Buyer Representation, Real Estate, Referrals, Sellers, FHA, Selling, Real Estate Transactions
Education
University of Montana 2001 — 2003
BA, Psychology
Lynchburg College 1988 — 1992
BA, Business Administration
Ruth Butler's Vanguard Experience April 2001 - August 2002
Job Independent Consultant
Industry Market Research
Experience
Marketing Research, Development, Fundraising January 2009 - Present
Sacred Heart School, West Reading, PA April 2009 - April 2015
Vanguard April 2001 - August 2002
National Analysts October 1996 - April 2001
SEDA Council of Governments April 1995 - August 1996
Independent May 1994 - April 1995
Education
Lycoming College 1990 — 1994
Bachelor, History, Marketing
Marketing Research, Development, Fundraising January 2009 - Present
Sacred Heart School, West Reading, PA April 2009 - April 2015
Vanguard April 2001 - August 2002
National Analysts October 1996 - April 2001
SEDA Council of Governments April 1995 - August 1996
Independent May 1994 - April 1995
Education
Lycoming College 1990 — 1994
Bachelor, History, Marketing
Jenna Whitmer's Vanguard Experience December 2010 - March 2012
Job Dynamic and passionate educational development consultant and performance coach for teams and individuals
Industry Professional Training & Coaching
Experience
Opening Doors Development January 2009 - Present
The Wharton School September 2013 - July 2014
The Wharton School February 2012 - March 2014
Vanguard December 2010 - March 2012
Seyfarth Shaw 2007 - 2009
PwC 1998 - 2005
Skills
Organizational..., Program Management, Performance Management, Instructional Design, Coaching, Captivate, Adobe Connect, mlearning, elearning, Program Evaluation, Focus Group Moderator, Focus Groups, E-Learning, Strategy, Leadership, Fundraising, Employee Training, Public Speaking, Management, mLearning, Consulting, Management Consulting, CRM, Leadership Development
Education
The George Washington University 2015 — 2018
Doctor of Education (Ed.D.), Organizational Leadership
Philadelphia University 1997 — 2001
Master of Science (MS), Adult and Continuing Education and Instructional Design
Lynchburg College 1990 — 1994
Bachelor of Arts (B.A.), Political Science and History
Opening Doors Development January 2009 - Present
The Wharton School September 2013 - July 2014
The Wharton School February 2012 - March 2014
Vanguard December 2010 - March 2012
Seyfarth Shaw 2007 - 2009
PwC 1998 - 2005
Skills
Organizational..., Program Management, Performance Management, Instructional Design, Coaching, Captivate, Adobe Connect, mlearning, elearning, Program Evaluation, Focus Group Moderator, Focus Groups, E-Learning, Strategy, Leadership, Fundraising, Employee Training, Public Speaking, Management, mLearning, Consulting, Management Consulting, CRM, Leadership Development
Education
The George Washington University 2015 — 2018
Doctor of Education (Ed.D.), Organizational Leadership
Philadelphia University 1997 — 2001
Master of Science (MS), Adult and Continuing Education and Instructional Design
Lynchburg College 1990 — 1994
Bachelor of Arts (B.A.), Political Science and History
Debbie Haley's Vanguard Experience 2003 - 2007
Job Director Business Development at Applied Logic Inc
Industry Medical Devices
Experience
Applied Logic Inc June 2009 - Present
Applied Logic Inc May 2007 - May 2009
Vanguard 2003 - 2007
Memorial Hospital Belleville Illinois 1989 - 1999
St. Louis Children's Hospital 1984 - 1989
St. Louis Children's Hospital 1984 - 1989
Skills
Healthcare, Operating Room, Surgery, Medical Devices, Hospitals, Healthcare Information..., Clinical Research, Capital Equipment, Product Launch, Process Improvement
Education
Lindenwood University 1985 — 1987
MBA, Business
St. Joseph's Nursing School of Alton, Illinois 1970 — 1973
RN, Nursing
Applied Logic Inc June 2009 - Present
Applied Logic Inc May 2007 - May 2009
Vanguard 2003 - 2007
Memorial Hospital Belleville Illinois 1989 - 1999
St. Louis Children's Hospital 1984 - 1989
St. Louis Children's Hospital 1984 - 1989
Skills
Healthcare, Operating Room, Surgery, Medical Devices, Hospitals, Healthcare Information..., Clinical Research, Capital Equipment, Product Launch, Process Improvement
Education
Lindenwood University 1985 — 1987
MBA, Business
St. Joseph's Nursing School of Alton, Illinois 1970 — 1973
RN, Nursing
Alain Boletta's Vanguard Experience February 2013 - Present
Job Line Manager Flagship Services at Vanguard
Industry Financial Services
Experience
Vanguard February 2013 - Present
The Vanguard Group November 2010 - February 2013
The Vanguard Group September 2007 - November 2010
Fort Washington Swim & Tennis Club June 2000 - August 2010
Phildelphia Freedoms July 2006 - July 2008
The Vanguard Group August 2006 - September 2007
Skills
Portfolio Management, Investments, Relationship Management, Series 63, Mutual Funds, Series 24, Series 7, 401k, Asset Allocation, Bloomberg, CRM, Financial Services, Securities, Series 6, Leadership
Education
Marist College 2002 — 2006
BS, Finance, International Business
Scuola Lorenzo di Medici 2004 — 2004
International Business
Vanguard February 2013 - Present
The Vanguard Group November 2010 - February 2013
The Vanguard Group September 2007 - November 2010
Fort Washington Swim & Tennis Club June 2000 - August 2010
Phildelphia Freedoms July 2006 - July 2008
The Vanguard Group August 2006 - September 2007
Skills
Portfolio Management, Investments, Relationship Management, Series 63, Mutual Funds, Series 24, Series 7, 401k, Asset Allocation, Bloomberg, CRM, Financial Services, Securities, Series 6, Leadership
Education
Marist College 2002 — 2006
BS, Finance, International Business
Scuola Lorenzo di Medici 2004 — 2004
International Business
Ray Kulbeda, CFP®'s Vanguard Experience August 2013 - April 2015
Job Pastor of Care Ministries
Industry Religious Institutions
Experience
Calvary Church May 2015 - Present
Vanguard August 2013 - April 2015
Skippack Investment Advisors February 2007 - December 2012
Calvary Baptist Church June 1998 - February 2007
Bear Stearns & Company June 1990 - August 1995
Skills
Public Speaking, Investments, Strategic Planning, Risk Management, Microsoft Excel, Financial Analysis, Portfolio Management, Mutual Funds, Insurance, Financial Modeling
Education
Saint Joseph's University - Erivan K. Haub School of Business 2007 — 2009
MS, Financial Services
Maranatha Baptist University 2000 — 2002
MA, Biblical Studies
FINRA Series 7 & 63 Licensed
Calvary Church May 2015 - Present
Vanguard August 2013 - April 2015
Skippack Investment Advisors February 2007 - December 2012
Calvary Baptist Church June 1998 - February 2007
Bear Stearns & Company June 1990 - August 1995
Skills
Public Speaking, Investments, Strategic Planning, Risk Management, Microsoft Excel, Financial Analysis, Portfolio Management, Mutual Funds, Insurance, Financial Modeling
Education
Saint Joseph's University - Erivan K. Haub School of Business 2007 — 2009
MS, Financial Services
Maranatha Baptist University 2000 — 2002
MA, Biblical Studies
FINRA Series 7 & 63 Licensed
Michael J. Kelley's Vanguard Experience January 2015 - Present
Job Relationship Executive at Vanguard
Industry Investment Management
Experience
Vanguard January 2015 - Present
The Vanguard Group January 2008 - December 2014
T. Rowe Price September 1998 - October 2000
T. Rowe Price October 1995 - September 1998
T. Rowe Price January 1994 - October 1995
Skills
Series 63, Mutual Funds, 401k, Financial Services, Investments, Relationship Management, Finance, Series 7, Asset Allocation, Strategic Planning, Portfolio Management, Wealth Management
Education
Loyola University Maryland 1995 — 1997
Master of Business Administration (M.B.A.)
Towson University 1989 — 1993
Bachelor of Science (BS), Business Administration, Finance
Vanguard January 2015 - Present
The Vanguard Group January 2008 - December 2014
T. Rowe Price September 1998 - October 2000
T. Rowe Price October 1995 - September 1998
T. Rowe Price January 1994 - October 1995
Skills
Series 63, Mutual Funds, 401k, Financial Services, Investments, Relationship Management, Finance, Series 7, Asset Allocation, Strategic Planning, Portfolio Management, Wealth Management
Education
Loyola University Maryland 1995 — 1997
Master of Business Administration (M.B.A.)
Towson University 1989 — 1993
Bachelor of Science (BS), Business Administration, Finance
Willie Alfonso's Vanguard Experience July 2012 - Present
Job IT
Industry Information Technology and Services
Experience
Vanguard July 2012 - Present
LiquidHub, Inc. August 2001 - June 2012
QVC 2008 - 2009
The Vanguard Group 2006 - 2008
Broadreach Recruiting & Consulting 1995 - 2001
Broadreach Consulting formerly The Reohr Group 1995 - 2001
Education
Mapua Institute of Technology 1979 — 1984
B.S., Electrical Engineering
Vanguard July 2012 - Present
LiquidHub, Inc. August 2001 - June 2012
QVC 2008 - 2009
The Vanguard Group 2006 - 2008
Broadreach Recruiting & Consulting 1995 - 2001
Broadreach Consulting formerly The Reohr Group 1995 - 2001
Education
Mapua Institute of Technology 1979 — 1984
B.S., Electrical Engineering
William Guyer's Vanguard Experience July 2005 - September 2006
Job Senior Project Manager (PMP), ScrumMaster and Six Sigma Black Belt
Industry Information Technology and Services
Experience
International Capital & Management Company May 2013 - Present
McKesson Health Solutions August 2009 - May 2013
Core Solutions, Inc. September 2007 - August 2009
GlaxoSmithKline February 2007 - September 2007
Vanguard July 2005 - September 2006
American Red Cross April 2004 - July 2005
Skills
Kaizen, Six Sigma, DMAIC, Program Management, Vendor Management, Training, Project Management, Team Leadership, Management, Business Process..., Analysis, Process Improvement, PMP, MS Project, Microsoft Project, Business Analysis, Cross-functional Team..., Leadership, Consulting, Healthcare Information..., Healthcare, Strategy, Change Management, Project Planning, Software Documentation, Visio, Strategic Planning, Software Project..., Management Consulting, Performance Improvement, Team Building, Requirements Analysis, SharePoint, Customer Service, Business Intelligence, Integration, Budgets, Project Portfolio..., Business Process, Software Implementation
Education
University of Phoenix 2001 — 2003
MBA, Technology Management
Lycoming College 1990 — 1994
Bachelor of Arts (B.A.), Criminal Justice
International Capital & Management Company May 2013 - Present
McKesson Health Solutions August 2009 - May 2013
Core Solutions, Inc. September 2007 - August 2009
GlaxoSmithKline February 2007 - September 2007
Vanguard July 2005 - September 2006
American Red Cross April 2004 - July 2005
Skills
Kaizen, Six Sigma, DMAIC, Program Management, Vendor Management, Training, Project Management, Team Leadership, Management, Business Process..., Analysis, Process Improvement, PMP, MS Project, Microsoft Project, Business Analysis, Cross-functional Team..., Leadership, Consulting, Healthcare Information..., Healthcare, Strategy, Change Management, Project Planning, Software Documentation, Visio, Strategic Planning, Software Project..., Management Consulting, Performance Improvement, Team Building, Requirements Analysis, SharePoint, Customer Service, Business Intelligence, Integration, Budgets, Project Portfolio..., Business Process, Software Implementation
Education
University of Phoenix 2001 — 2003
MBA, Technology Management
Lycoming College 1990 — 1994
Bachelor of Arts (B.A.), Criminal Justice
Terry Howard's Vanguard Experience April 2015 - Present
Job Institutional Sales Executive at Vanguard
Industry Financial Services
Experience
Vanguard April 2015 - Present
T. Rowe Price January 2015 - March 2015
T. Rowe Price June 1997 - December 2014
T. Rowe Price 1993 - 1997
Skills
Direct Sales, Negotiation, Presentations, Sales Prospecting, Investments, Team Leadership, Collaboration, Building Relationships, Outstanding..., Investment Management, Sales, Defined Contribution, Series 63, 401k, Defined Benefit, Asset Management, Retirement, Retirement Planning
Education
Loyola University Maryland 1995 — 1999
MBA, Marketing
Messiah College 1988 — 1992
B.S., Marketing
Vanguard April 2015 - Present
T. Rowe Price January 2015 - March 2015
T. Rowe Price June 1997 - December 2014
T. Rowe Price 1993 - 1997
Skills
Direct Sales, Negotiation, Presentations, Sales Prospecting, Investments, Team Leadership, Collaboration, Building Relationships, Outstanding..., Investment Management, Sales, Defined Contribution, Series 63, 401k, Defined Benefit, Asset Management, Retirement, Retirement Planning
Education
Loyola University Maryland 1995 — 1999
MBA, Marketing
Messiah College 1988 — 1992
B.S., Marketing
Robert Curry's Vanguard Experience May 2011 - March 2013
Job Trading Service Representative at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors June 2014 - Present
Hewlett-Packard March 2013 - January 2014
Vanguard May 2011 - March 2013
Susquehanna International Group September 2007 - January 2009
Prudential Equity Group January 1993 - June 2007
Skills
Series 7, Hedge Funds, Equities, Capital Markets, Emerging Markets, Bloomberg, Series 63, Equity Trading, Investments, Securities, Trading, Strategic Financial..., Options, Cloud Applications, Strategy, Cloud Computing, Financial Services, Equity Research, Business Development
Education
Loyola University Maryland 1988 — 1992
BA, Sociology
Wells Fargo Advisors June 2014 - Present
Hewlett-Packard March 2013 - January 2014
Vanguard May 2011 - March 2013
Susquehanna International Group September 2007 - January 2009
Prudential Equity Group January 1993 - June 2007
Skills
Series 7, Hedge Funds, Equities, Capital Markets, Emerging Markets, Bloomberg, Series 63, Equity Trading, Investments, Securities, Trading, Strategic Financial..., Options, Cloud Applications, Strategy, Cloud Computing, Financial Services, Equity Research, Business Development
Education
Loyola University Maryland 1988 — 1992
BA, Sociology
Andrew Pollison's Vanguard Experience September 2006 - April 2008
Job Senior Software Engineer at Lagrange Systems, Inc.
Industry Financial Services
Experience
Lagrange Systems, Inc. May 2013 - Present
Wall Street On Demand February 2010 - March 2013
Fetter Logic, Inc. November 2008 - February 2010
Vanguard September 2006 - April 2008
New York Life Insurance Company September 2005 - September 2006
Skills
T-SQL, Agile Methodologies, Business Analysis, Microsoft SQL Server, XML, SQL, C#, ASP.NET, Database Design, Scrum, Software Project..., Databases, SSRS, SDLC
Education
Lock Haven University of Pennsylvania 1999 — 2004
BS, Computer Information Systems, Business Admin, International Business
Lock Haven University of Pennsylvania
Lagrange Systems, Inc. May 2013 - Present
Wall Street On Demand February 2010 - March 2013
Fetter Logic, Inc. November 2008 - February 2010
Vanguard September 2006 - April 2008
New York Life Insurance Company September 2005 - September 2006
Skills
T-SQL, Agile Methodologies, Business Analysis, Microsoft SQL Server, XML, SQL, C#, ASP.NET, Database Design, Scrum, Software Project..., Databases, SSRS, SDLC
Education
Lock Haven University of Pennsylvania 1999 — 2004
BS, Computer Information Systems, Business Admin, International Business
Lock Haven University of Pennsylvania
Phoebe Miles - Kramer's Vanguard Experience 2012 - Present
Job Project Manager at Vanguard
Industry Investment Banking
Experience
Vanguard 2012 - Present
The Vanguard Group July 2000 - 2012
Education
Lyndon State College
Computer Science
Vanguard 2012 - Present
The Vanguard Group July 2000 - 2012
Education
Lyndon State College
Computer Science
Jon Townsend, PMP, CSM's Vanguard Experience 1999 - 2001
Job Sr Development Manager at Comcast Cable
Industry Information Technology and Services
Experience
Comcast Cable 2014 - Present
SunGard Availability Services 2014 - 2014
ROVI Corp 2012 - 2013
Kenexa 2010 - 2012
GSI Commerce 2009 - 2010
Siemens Medical Solutions USA 2006 - 2009
PFPC 2001 - 2006
Vanguard 1999 - 2001
Skills
Agile Methodologies, Scrum, Integration, Software Development, Enterprise Architecture, Requirements Analysis, Web Services, Microsoft SQL Server, Program Management, Agile Project Management, Business Analysis, SaaS, Enterprise Software, Project Management, XML, Quality Assurance
Education
Penn State University 1999 — 2001
M.S., Information Science
Louisiana State University 1981 — 1986
B.S., Petroleum Engineering
Comcast Cable 2014 - Present
SunGard Availability Services 2014 - 2014
ROVI Corp 2012 - 2013
Kenexa 2010 - 2012
GSI Commerce 2009 - 2010
Siemens Medical Solutions USA 2006 - 2009
PFPC 2001 - 2006
Vanguard 1999 - 2001
Skills
Agile Methodologies, Scrum, Integration, Software Development, Enterprise Architecture, Requirements Analysis, Web Services, Microsoft SQL Server, Program Management, Agile Project Management, Business Analysis, SaaS, Enterprise Software, Project Management, XML, Quality Assurance
Education
Penn State University 1999 — 2001
M.S., Information Science
Louisiana State University 1981 — 1986
B.S., Petroleum Engineering
Meraj Muhammed's Vanguard Experience 2006 - 2007
Job Software Architect at Marlabs Inc
Industry Computer Software
Experience
Marlabs Inc January 2000 - Present
Wells Fargo September 2007 - 2009
Vanguard 2006 - 2007
Education
LIU Brooklyn 2005 — 2006
Masters, computer science
Marlabs Inc January 2000 - Present
Wells Fargo September 2007 - 2009
Vanguard 2006 - 2007
Education
LIU Brooklyn 2005 — 2006
Masters, computer science
Marc Tipton's Vanguard Experience October 2013 - Present
Job Client Recovery Associate
Industry Financial Services
Experience
Vanguard October 2013 - Present
ING US July 2010 - July 2013
AEGON May 2008 - July 2010
Mutual of Omaha May 2007 - May 2008
Zep Inc. January 2006 - May 2007
Aramark Uniform Services September 2003 - December 2005
84 Lumber May 2001 - September 2003
Merrill Lynch June 2000 - May 2001
Skills
Life Insurance, Financial Markets, Retirement, Portfolio Management, Investments, Wealth Management, Financial Analysis, Capital Markets, FLMI, FFSI, Series 7
Education
Keller Graduate School of Management of DeVry University 2009 — 2012
Master's degree, Accounting & Financial Management
Lycoming College 1996 — 1999
BA, Economics, Finance
Vanguard October 2013 - Present
ING US July 2010 - July 2013
AEGON May 2008 - July 2010
Mutual of Omaha May 2007 - May 2008
Zep Inc. January 2006 - May 2007
Aramark Uniform Services September 2003 - December 2005
84 Lumber May 2001 - September 2003
Merrill Lynch June 2000 - May 2001
Skills
Life Insurance, Financial Markets, Retirement, Portfolio Management, Investments, Wealth Management, Financial Analysis, Capital Markets, FLMI, FFSI, Series 7
Education
Keller Graduate School of Management of DeVry University 2009 — 2012
Master's degree, Accounting & Financial Management
Lycoming College 1996 — 1999
BA, Economics, Finance
Chris Cosantino's Vanguard Experience June 2005 - January 2007
Job Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Investments October 2010 - Present
RydexSGI April 2008 - September 2010
Vanguard June 2005 - January 2007
Skills
Mutual Funds, Alternative Investments
Education
Loyola University Chicago 2007 — 2008
MBA, Finance
Purdue University 2001 — 2005
Sales Management
Guggenheim Investments October 2010 - Present
RydexSGI April 2008 - September 2010
Vanguard June 2005 - January 2007
Skills
Mutual Funds, Alternative Investments
Education
Loyola University Chicago 2007 — 2008
MBA, Finance
Purdue University 2001 — 2005
Sales Management
Patti Hutchinson's Vanguard Experience June 2014 - Present
Job Project Administrator, Business Governance & Portfolio Management at Vanguard
Industry Investment Management
Experience
Vanguard June 2014 - Present
ProFit Properties, LLC June 2009 - Present
Mother of Divine Providence Athletic Association June 2010 - June 2014
GlaxoSmithKline July 1997 - December 2000
SmithKline Beecham April 1991 - June 2000
Skills
Program Management, Project Management, Cross-functional Team..., Process Improvement, Business Governance, Strategic Planning, Fiscal Plan Adherence, Training, Team Leadership, Budgets, Coaching, Event Planning, Event Management, Leadership, Portfolio Management, Real Estate, Microsoft Office, Public Speaking, Customer Service, Microsoft Excel, Process Optimization
Education
Lycoming College 1982 — 1986
B.A. Computer Science, Minor Art, Computer Science, Art
Vanguard June 2014 - Present
ProFit Properties, LLC June 2009 - Present
Mother of Divine Providence Athletic Association June 2010 - June 2014
GlaxoSmithKline July 1997 - December 2000
SmithKline Beecham April 1991 - June 2000
Skills
Program Management, Project Management, Cross-functional Team..., Process Improvement, Business Governance, Strategic Planning, Fiscal Plan Adherence, Training, Team Leadership, Budgets, Coaching, Event Planning, Event Management, Leadership, Portfolio Management, Real Estate, Microsoft Office, Public Speaking, Customer Service, Microsoft Excel, Process Optimization
Education
Lycoming College 1982 — 1986
B.A. Computer Science, Minor Art, Computer Science, Art
Julius Magrino's Vanguard Experience April 2009 - Present
Job
Industry Financial Services
Experience
Vanguard April 2009 - Present
Vanguard May 2006 - April 2009
Vanguard May 2005 - May 2006
Vanguard November 2004 - May 2005
Skills
Microsoft Excel, Access Database, Data Analysis, Data Mining, Microsoft Word, Time Management
Education
Saint Joseph's University 2007 — 2009
Master of Business Administration (MBA), Business Administration and Management, General
Lock Haven University of Pennsylvania 2001 — 2004
Bachelor of Arts (BA), Finance, General
Vanguard April 2009 - Present
Vanguard May 2006 - April 2009
Vanguard May 2005 - May 2006
Vanguard November 2004 - May 2005
Skills
Microsoft Excel, Access Database, Data Analysis, Data Mining, Microsoft Word, Time Management
Education
Saint Joseph's University 2007 — 2009
Master of Business Administration (MBA), Business Administration and Management, General
Lock Haven University of Pennsylvania 2001 — 2004
Bachelor of Arts (BA), Finance, General
Anji Babu Paritala's Vanguard Experience 2005 - March 2007
Job Senior Software Consulatant
Industry Hospital & Health Care
Experience
IHC April 2007 - Present
Vanguard 2005 - March 2007
Skills
SOA, Agile Methodologies, SDLC, SQL, XML, Java Enterprise Edition, Oracle, Web Services, Software Development, Java, JSP, Requirements Analysis, Spring, Hibernate, JMS, UML, Design Patterns
Education
Louisiana State University
Masters, Computer Science
IHC April 2007 - Present
Vanguard 2005 - March 2007
Skills
SOA, Agile Methodologies, SDLC, SQL, XML, Java Enterprise Edition, Oracle, Web Services, Software Development, Java, JSP, Requirements Analysis, Spring, Hibernate, JMS, UML, Design Patterns
Education
Louisiana State University
Masters, Computer Science
Megan Mooney, CFA's Vanguard Experience October 2005 - November 2007
Job Senior Research Analyst
Industry Investment Management
Experience
Capital Analysts October 2013 - Present
Aberdeen Asset Management October 2009 - October 2013
Nationwide Financial November 2007 - October 2009
Vanguard October 2005 - November 2007
Education
Loyola University Maryland 2000 — 2004
BBA, Finance
Capital Analysts October 2013 - Present
Aberdeen Asset Management October 2009 - October 2013
Nationwide Financial November 2007 - October 2009
Vanguard October 2005 - November 2007
Education
Loyola University Maryland 2000 — 2004
BBA, Finance
Frederick Hollis's Vanguard Experience August 1999 - June 2004
Job IT Analyst/Incident Management/ServiceNow Dev&Admin at PRWT Services, Inc.
Industry Information Technology and Services
Experience
New Life Ministries International June 2014 - Present
PRWT Services, Inc. September 2013 - Present
Technisource September 2004 - May 2012
Vanguard August 1999 - June 2004
Skills
Microsoft Excel, Management, Training, Incident Management, IT Operations, System Monitoring, IT Management, ITIL, Change Management, Leadership, Team Management, Project Management, Microsoft Office, PowerPoint, Business Analysis, Social Media, Windows, Process Improvement, Servers, Quality Center, Technical Support, Strategic Planning, Teamwork, Analysis
Education
HDI 2007 — 2007
Support Systems Analyst Certification, Computer and Information Sciences and Support Services, Pass
Lincoln University 1988 — 1992
Business/Managerial Economics
The Christian Academy 1975 — 1988
Business
New Life Ministries International June 2014 - Present
PRWT Services, Inc. September 2013 - Present
Technisource September 2004 - May 2012
Vanguard August 1999 - June 2004
Skills
Microsoft Excel, Management, Training, Incident Management, IT Operations, System Monitoring, IT Management, ITIL, Change Management, Leadership, Team Management, Project Management, Microsoft Office, PowerPoint, Business Analysis, Social Media, Windows, Process Improvement, Servers, Quality Center, Technical Support, Strategic Planning, Teamwork, Analysis
Education
HDI 2007 — 2007
Support Systems Analyst Certification, Computer and Information Sciences and Support Services, Pass
Lincoln University 1988 — 1992
Business/Managerial Economics
The Christian Academy 1975 — 1988
Business
Jeremy Berg's Vanguard Experience May 2011 - Present
Job Testing Administrator at Vanguard
Industry Financial Services
Experience
Vanguard May 2011 - Present
Vanguard August 2006 - May 2011
Vanguard Group August 2006 - May 2011
Skills
Quality Center, TeamTrack, Microsoft Word, Excel,..., NICE, ETFs, Test Cases, Lotus Notes, Process Improvement, Testing, Management, PowerPoint, High Net Worth..., Mutual Funds
Education
Mansfield University of Pennsylvania 2002 — 2006
B.S., Economics, business administration
Vanguard May 2011 - Present
Vanguard August 2006 - May 2011
Vanguard Group August 2006 - May 2011
Skills
Quality Center, TeamTrack, Microsoft Word, Excel,..., NICE, ETFs, Test Cases, Lotus Notes, Process Improvement, Testing, Management, PowerPoint, High Net Worth..., Mutual Funds
Education
Mansfield University of Pennsylvania 2002 — 2006
B.S., Economics, business administration
Carla Jankowski's Vanguard Experience February 2011 - March 2012
Job Manager at Vanguard
Industry Financial Services
Experience
Vanguard February 2011 - March 2012
Vanguard October 1996 - February 2011
Education
Mansfield University of Pennsylvania 1996 — 1999
Bachelor of Science (BS), Secondary Education and Teaching
Vanguard February 2011 - March 2012
Vanguard October 1996 - February 2011
Education
Mansfield University of Pennsylvania 1996 — 1999
Bachelor of Science (BS), Secondary Education and Teaching
Daniel Turner's Vanguard Experience October 2014 - Present
Job Client Relationship Associate at Vanguard
Industry Financial Services
Experience
Vanguard October 2014 - Present
Randstad Corporate Services August 2013 - October 2014
2U July 2012 - May 2013
Marist College Activities January 2010 - December 2012
Canterbury English September 2011 - December 2011
Skills
Mutual Funds, Customer Service, Google Analytics, Social Media Outreach, Facebook, Google Docs, Community Outreach, Blogging, Google Adwords, Microsoft Office, Twitter, Educational Outreach, WordPress, Constant Contact
Education
Marist College 2009 — 2013
BA, Communications (PR) & Spanish, GPA - 3.5
Vanguard October 2014 - Present
Randstad Corporate Services August 2013 - October 2014
2U July 2012 - May 2013
Marist College Activities January 2010 - December 2012
Canterbury English September 2011 - December 2011
Skills
Mutual Funds, Customer Service, Google Analytics, Social Media Outreach, Facebook, Google Docs, Community Outreach, Blogging, Google Adwords, Microsoft Office, Twitter, Educational Outreach, WordPress, Constant Contact
Education
Marist College 2009 — 2013
BA, Communications (PR) & Spanish, GPA - 3.5
Paul Musella's Vanguard Experience November 2012 - Present
Job Risk Manager IMG at The Vanguard Group
Industry Financial Services
Experience
Vanguard November 2012 - Present
Morgan Stanley August 2011 - November 2012
Morgan Stanley December 2009 - August 2011
Morgan Stanley December 2007 - December 2009
Morgan Stanley June 2005 - December 2007
Skills
Credit Derivatives, Equity Derivatives, Counterparty Risk, Collateral Management, Interest Rate..., Risk Management
Education
Loyola College in Maryland 2001 — 2005
Finance, Economics
Vanguard November 2012 - Present
Morgan Stanley August 2011 - November 2012
Morgan Stanley December 2009 - August 2011
Morgan Stanley December 2007 - December 2009
Morgan Stanley June 2005 - December 2007
Skills
Credit Derivatives, Equity Derivatives, Counterparty Risk, Collateral Management, Interest Rate..., Risk Management
Education
Loyola College in Maryland 2001 — 2005
Finance, Economics
Connie Morales's Vanguard Experience August 2005 - Present
Job Developer at Vanguard
Industry Financial Services
Experience
Vanguard August 2005 - Present
Verizon January 2003 - June 2005
Verizon July 1998 - February 2002
Jennison Associates November 1997 - July 1998
Skills
Agile Methodologies, Mutual Funds, DB2, SQL, Financial Services, Waterfall, Defined Benefits, COBOLII, IMS DB/DC, Oracle PL/SQL..., CICS
Education
Mapua Institute of Technology
Bachelor of Science in Computer Engineering
Vanguard August 2005 - Present
Verizon January 2003 - June 2005
Verizon July 1998 - February 2002
Jennison Associates November 1997 - July 1998
Skills
Agile Methodologies, Mutual Funds, DB2, SQL, Financial Services, Waterfall, Defined Benefits, COBOLII, IMS DB/DC, Oracle PL/SQL..., CICS
Education
Mapua Institute of Technology
Bachelor of Science in Computer Engineering
Stephen Bartorillo's Vanguard Experience November 1998 - November 2014
Job Team Leader and Financial Analyst
Industry Financial Services
Experience
Delaware County Community College September 2003 - Present
Eastern University January 2011 - Present
Vanguard November 1998 - November 2014
Vanguard November 1998 - November 2014
Ursinus College September 2013 - December 2013
Skills
SDLC, Business Analysis, Agile Methodologies, Agile Project Management, Software Project..., Visio, Requirements Analysis, PMO, Project Management, Vendor Management, Process Improvement, Risk Management, Project Planning, Leadership, Team Leadership, Strategic Planning, Disaster Recovery, Budgets, Customer Service, Forecasting, Management, Analysis, Program Management
Education
Villanova University
MBA, Finance
Lock Haven University of Pennsylvania
Bachelor of Arts (B.A.), Mathematics
Delaware County Community College September 2003 - Present
Eastern University January 2011 - Present
Vanguard November 1998 - November 2014
Vanguard November 1998 - November 2014
Ursinus College September 2013 - December 2013
Skills
SDLC, Business Analysis, Agile Methodologies, Agile Project Management, Software Project..., Visio, Requirements Analysis, PMO, Project Management, Vendor Management, Process Improvement, Risk Management, Project Planning, Leadership, Team Leadership, Strategic Planning, Disaster Recovery, Budgets, Customer Service, Forecasting, Management, Analysis, Program Management
Education
Villanova University
MBA, Finance
Lock Haven University of Pennsylvania
Bachelor of Arts (B.A.), Mathematics
Pamela Hernandez's Vanguard Experience October 2005 - Present
Job Financial Operations Management at Vanguard
Industry Financial Services
Experience
Vanguard October 2005 - Present
PNC November 1999 - October 2005
Skills
People Leadership, Operations Management
Education
Penn State University 2007 — 2010
Master of Business Administration (M.B.A.)
Mansfield University of Pennsylvania 1993 — 1997
Bachelor of Science (B.S.), Criminal Justice/Law Enforcement Administration
Vanguard October 2005 - Present
PNC November 1999 - October 2005
Skills
People Leadership, Operations Management
Education
Penn State University 2007 — 2010
Master of Business Administration (M.B.A.)
Mansfield University of Pennsylvania 1993 — 1997
Bachelor of Science (B.S.), Criminal Justice/Law Enforcement Administration
Danielle Winters's Vanguard Experience May 1998 - Present
Job Manager at Vanguard
Industry Financial Services
Experience
Vanguard May 1998 - Present
Skills
Financial Services, Investments, Mutual Funds, Portfolio Management, Relationship Management
Education
Kaplan 2014 — 2015
Certified Financial Planner
Pennsylvania State University-Great Valley Graduate Center 2006 — 2008
Master's Degree, Information Science/Studies
Lincoln University 1994 — 1998
Bachelor's Degree, Business Administration and Management, General
Vanguard May 1998 - Present
Skills
Financial Services, Investments, Mutual Funds, Portfolio Management, Relationship Management
Education
Kaplan 2014 — 2015
Certified Financial Planner
Pennsylvania State University-Great Valley Graduate Center 2006 — 2008
Master's Degree, Information Science/Studies
Lincoln University 1994 — 1998
Bachelor's Degree, Business Administration and Management, General
Shiva Jafari's Vanguard Experience January 2014 - April 2014
Job Photography Professional
Industry Photography
Experience
Vanguard January 2014 - April 2014
CPI Corp. 2007 - 2013
Skills
Microsoft Office, Customer Service, Social Networking, Social Media Marketing, Microsoft Excel, Microsoft Word, Photoshop, Studio Photography, Digital Photography, Portrait Photography, Commercial Photography, Dreamweaver, HTML, PowerPoint, Sales, Customer Satisfaction, Microsoft Visual Studio..., Lightroom, InDesign, Senior Portraits, Avid Media Composer, Avid Newscutter, YouTube, Public Speaking, Corporate Communications, Marketing Communications, Social Media, Dialogues, Customer Experience, Communication, Studio Lighting, Wedding Photojournalism, Editorial Photography
Education
Lindenwood University
Bachelor of Arts (BA), Business/Corporate Communications
Lindenwood University
Vanguard January 2014 - April 2014
CPI Corp. 2007 - 2013
Skills
Microsoft Office, Customer Service, Social Networking, Social Media Marketing, Microsoft Excel, Microsoft Word, Photoshop, Studio Photography, Digital Photography, Portrait Photography, Commercial Photography, Dreamweaver, HTML, PowerPoint, Sales, Customer Satisfaction, Microsoft Visual Studio..., Lightroom, InDesign, Senior Portraits, Avid Media Composer, Avid Newscutter, YouTube, Public Speaking, Corporate Communications, Marketing Communications, Social Media, Dialogues, Customer Experience, Communication, Studio Lighting, Wedding Photojournalism, Editorial Photography
Education
Lindenwood University
Bachelor of Arts (BA), Business/Corporate Communications
Lindenwood University
maura gustafson's Vanguard Experience December 1997 - Present
Job Project Manager at Vanguard
Industry Financial Services
Experience
Vanguard December 1997 - Present
Education
Marymount Manhattan College
Vanguard December 1997 - Present
Education
Marymount Manhattan College
Nancy Hoerner's Vanguard Experience February 1985 - Present
Job Project Manager at Vanguard
Industry Financial Services
Experience
Vanguard February 1985 - Present
Hershey Entertainment & Resorts August 1982 - February 1985
Hershey Entertainment & Resorts June 1979 - August 1982
Education
Lycoming College 1978 — 1982
BA, Mass Communication/Media Studies
Vanguard February 1985 - Present
Hershey Entertainment & Resorts August 1982 - February 1985
Hershey Entertainment & Resorts June 1979 - August 1982
Education
Lycoming College 1978 — 1982
BA, Mass Communication/Media Studies
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments