Vanguard Company
Industry: Investment management company
DescriptionThe Vanguard Group is an American registered investment advisor based in Malvern, Pennsylvania with over $5.1 trillion in assets under management. It is the largest provider of mutual funds and the second-largest provider of exchange-traded funds in the world after BlackRock's iShares. Customer service: 0800 032 3731 Assets under management: 5.1 trillion USD (January 31, 2018) Founder: John C. Bogle Founded: 1 May 1975, Valley Forge, Pennsylvania, United States CEO: Mortimer J. Buckley (Jan 2018–) Headquarters: Valley Forge, Pennsylvania, United States
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Vanguard Employees
Employee
Years
Job
Industry
Christopher Balcer Christopher Balcer's Vanguard Experience January 2000 - Present
Job Retirement Plan Conversions at The Vanguard Group
Industry Financial Services
Experience
Vanguard January 2000 - Present
Vanguard December 1997 - January 2000
Vanvuard January 1993 - December 1997
Skills
401k, Software Documentation, Project Management, Payroll, Customer Satisfaction, Networking, Access, Management, Financial Services, Mutual Funds, Process Improvement, Relationship Management, Business Analysis, CRM, Risk Management, Testing, Leadership
Education
Montgomery County Community College
Associates, Business Administration
Vanguard January 2000 - Present
Vanguard December 1997 - January 2000
Vanvuard January 1993 - December 1997
Skills
401k, Software Documentation, Project Management, Payroll, Customer Satisfaction, Networking, Access, Management, Financial Services, Mutual Funds, Process Improvement, Relationship Management, Business Analysis, CRM, Risk Management, Testing, Leadership
Education
Montgomery County Community College
Associates, Business Administration
Steve Utkus Steve Utkus's Vanguard Experience October 1987 - Present
Job Principal, Center for Retirement Research at Vanguard
Industry Financial Services
Experience
EBRI 2011 - Present
Wharton Business School January 2003 - Present
Vanguard October 1987 - Present
Skills
Investments, Equities, Hedge Funds, Fixed Income, Asset Managment, Alternative Investments, Portfolio Management, Investment Strategies, Financial Modeling, Strategy, Investment Management, Financial Services
Education
University of Pennsylvania - The Wharton School 1982 — 1984
MBA, Finance
Massachusetts Institute of Technology 1975 — 1979
BS, Computer Science
EBRI 2011 - Present
Wharton Business School January 2003 - Present
Vanguard October 1987 - Present
Skills
Investments, Equities, Hedge Funds, Fixed Income, Asset Managment, Alternative Investments, Portfolio Management, Investment Strategies, Financial Modeling, Strategy, Investment Management, Financial Services
Education
University of Pennsylvania - The Wharton School 1982 — 1984
MBA, Finance
Massachusetts Institute of Technology 1975 — 1979
BS, Computer Science
Manda Terry Manda Terry's Vanguard Experience October 2013 - Present
Job Finance
Industry Financial Services
Experience
Vanguard October 2013 - Present
Vanguard June 2011 - October 2013
Skills
VAST, Microsoft Excel, Microsoft Word, Microsoft Office, Access, Process Improvement, PowerPoint, Outlook, Customer Service, Data Analysis, Leadership, Analysis, Teamwork, Data Entry, Time Management, Team Building, Operations Management, Series 63, Series 7
Education
University of North Carolina at Pembroke 2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Methodist College 2007 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Wingate University
Business/Commerce, General
Vanguard October 2013 - Present
Vanguard June 2011 - October 2013
Skills
VAST, Microsoft Excel, Microsoft Word, Microsoft Office, Access, Process Improvement, PowerPoint, Outlook, Customer Service, Data Analysis, Leadership, Analysis, Teamwork, Data Entry, Time Management, Team Building, Operations Management, Series 63, Series 7
Education
University of North Carolina at Pembroke 2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Methodist College 2007 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Wingate University
Business/Commerce, General
Zachary Yeager Zachary Yeager's Vanguard Experience February 2013 - August 2014
Job Regional Sales Consultant at NorthStar Securities, LLC
Industry Financial Services
Experience
NorthStar Securities, LLC September 2014 - Present
Vanguard February 2013 - August 2014
GlaxoSmithKline July 2011 - February 2013
Monarch Reflective Technology January 2009 - July 2011
Skills
Leadership, Team Leadership, Soccer, Management, Project Management, Microsoft Office, Organization, Time Management, Lean Manufacturing, Lean Management, Six Sigma, Training, Financial Analysis, Mutual Funds, Relationship Building, Series 7, Investments, Customer Service, Financial Services, Marketing, Finance, Microsoft Excel, Series 63
Education
Montana State University-Billings 2008 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General
North Idaho College 2006 — 2008
Associate's degree, Business/Commerce, General
NorthStar Securities, LLC September 2014 - Present
Vanguard February 2013 - August 2014
GlaxoSmithKline July 2011 - February 2013
Monarch Reflective Technology January 2009 - July 2011
Skills
Leadership, Team Leadership, Soccer, Management, Project Management, Microsoft Office, Organization, Time Management, Lean Manufacturing, Lean Management, Six Sigma, Training, Financial Analysis, Mutual Funds, Relationship Building, Series 7, Investments, Customer Service, Financial Services, Marketing, Finance, Microsoft Excel, Series 63
Education
Montana State University-Billings 2008 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General
North Idaho College 2006 — 2008
Associate's degree, Business/Commerce, General
Michael Annechino's Vanguard Experience August 2008 - Present
Job
Industry
Experience
Vanguard August 2008 - Present
Vanguard April 1998 - August 2008
Vanguard August 1996 - April 1998
Musicland Group Inc September 1991 - August 1996
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Team Building, Leadership, Process Improvement, Time Management, Strategic Planning, Customer Service, Financial Analysis, English, Management, Windows, Cross-functional Team..., Finance, Investments, Mutual Funds, Retail
Education
Molloy College 1986 — 1990
Bachelor of Science (BS), Business Administration and Management, General
Vanguard August 2008 - Present
Vanguard April 1998 - August 2008
Vanguard August 1996 - April 1998
Musicland Group Inc September 1991 - August 1996
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Team Building, Leadership, Process Improvement, Time Management, Strategic Planning, Customer Service, Financial Analysis, English, Management, Windows, Cross-functional Team..., Finance, Investments, Mutual Funds, Retail
Education
Molloy College 1986 — 1990
Bachelor of Science (BS), Business Administration and Management, General
Anita Guinn Anita Guinn's Vanguard Experience April 2005 - April 2011
Job Production Associate at BMW USA
Industry Industrial Automation
Experience
MAU December 2014 - Present
Lowe's Home Improvement October 2013 - December 2014
Kelly Financial Resources October 2011 - December 2012
Vanguard April 2005 - April 2011
Vanguard October 2004 - April 2005
Skills
Certified Production..., Manfucturing Processes..., Quality Practicies &..., Caliper Vernier Scale, Micrometer, OSHA 10, Six Sigma, Total Quality Management, Teamwork, Workkeys - Silver, Series 7, Series 63, Investments, Financial Services, ETFs, Trading, Retirement Planning, Investment Strategies, IRAs, PowerPoint, Lotus Notes, Access, Microsoft Excel, Microsoft Word, 10 Key, New Business Development, Office Administration, Transfers Of Equity, Outlook, Outlook Express, Data Entry, Business Development, Finance, CRM, Management, Sales
Education
Trident Technical College 2014 — 2014
Certified Production Technician, Industrial Production Technologies/Technicians
Mesa Community College 2006 — 2006
General Studies
Scottsdale Community College 2006 — 2006
General Studies
MAU December 2014 - Present
Lowe's Home Improvement October 2013 - December 2014
Kelly Financial Resources October 2011 - December 2012
Vanguard April 2005 - April 2011
Vanguard October 2004 - April 2005
Skills
Certified Production..., Manfucturing Processes..., Quality Practicies &..., Caliper Vernier Scale, Micrometer, OSHA 10, Six Sigma, Total Quality Management, Teamwork, Workkeys - Silver, Series 7, Series 63, Investments, Financial Services, ETFs, Trading, Retirement Planning, Investment Strategies, IRAs, PowerPoint, Lotus Notes, Access, Microsoft Excel, Microsoft Word, 10 Key, New Business Development, Office Administration, Transfers Of Equity, Outlook, Outlook Express, Data Entry, Business Development, Finance, CRM, Management, Sales
Education
Trident Technical College 2014 — 2014
Certified Production Technician, Industrial Production Technologies/Technicians
Mesa Community College 2006 — 2006
General Studies
Scottsdale Community College 2006 — 2006
General Studies
Nicholas Hall Nicholas Hall's Vanguard Experience June 2011 - July 2013
Job Investment Advisor/Junior Financial Planner at Lutz Financial
Industry Investment Management
Experience
Lutz Financial April 2014 - Present
Wells Fargo December 2013 - April 2014
Vanguard June 2011 - July 2013
Social Security Administration- South Tucson May 2010 - June 2011
Aureus Medical Group 2005 - 2009
Skills
Investments, Asset Management, Finance, Asset Allocation, Wealth Management, Mutual Funds, Series 7, Retirement Planning, CRM, Series 63, Securities, Portfolio Management, Financial Services, Relationship Management, Investment Strategies, FINRA Series 7 License, FINRA Series 63 License, Estate Planning, Education and 529...
Education
University of Arizona, Eller College of Management 2007 — 2011
Bachelor of Science in Business Administration, Finance and Business Management
Metropolitan Community College 2014 — 2015
Online Certified Financial Planner Certification Program, Financial Planning and Services
Mount Michael Benedictine 2003 — 2007
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Lutz Financial April 2014 - Present
Wells Fargo December 2013 - April 2014
Vanguard June 2011 - July 2013
Social Security Administration- South Tucson May 2010 - June 2011
Aureus Medical Group 2005 - 2009
Skills
Investments, Asset Management, Finance, Asset Allocation, Wealth Management, Mutual Funds, Series 7, Retirement Planning, CRM, Series 63, Securities, Portfolio Management, Financial Services, Relationship Management, Investment Strategies, FINRA Series 7 License, FINRA Series 63 License, Estate Planning, Education and 529...
Education
University of Arizona, Eller College of Management 2007 — 2011
Bachelor of Science in Business Administration, Finance and Business Management
Metropolitan Community College 2014 — 2015
Online Certified Financial Planner Certification Program, Financial Planning and Services
Mount Michael Benedictine 2003 — 2007
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Ed Oliveros, CFP®, ChFC® Ed Oliveros, CFP®, ChFC®'s Vanguard Experience July 2014 - Present
Job Empowering and Enabling Others to Achieve Financial Success at Vanguard
Industry Financial Services
Experience
Vanguard July 2014 - Present
New Paradigm Real Estate LLC May 2008 - Present
USAA November 2005 - July 2014
US Army Reserve June 2002 - November 2011
Medtransolutions, Inc. 2003 - 2005
SCF Securities, Inc. May 1999 - April 2002
US Army October 1992 - January 1998
Skills
Retirement Planning, Series 7, Wealth Management, Economic Development, Risk Management, Leadership Development, Military Training, Retirement, CFP®, Registered Investment..., Retirement Income..., Series 66, Foreign Affairs, International Relations, Real Estate Investment, Small Business..., Career Counseling, Marketing Strategy, Personnel Training, CRPC, Operational Planning, Government, Intelligence Analysis, Military, Leadership, Security Clearance, Training, Intelligence, Project Planning, Army, Emergency Management, Organizational..., Security, National Security, Command, Financial Advisory, Special Operations, Military Experience, Military Operations, Tactics, ChFC, Counterterrorism, Defense, Crisis Management, DoD, Top Secret, Force Protection, Risk Assessment, Finance, Policy
Education
Webster University 2008 — 2014
Master of Business Administration (M.B.A.), Financial Planning
The American College 2007 — 2013
Graduate Financial Planning Track, Financial Planning and Services
The United States Naval Postgraduate School 2010 — 2010
Certificate in Security, Stability, Development in Complex Operations, SSDCO
U.S. Army Command and General Staff College 2007 — 2008
Intermediate Level Education- Common Core
Minnesota State University, Moorhead 1987 — 1992
Bachelor of Science (B.S.), Health and Physical Education/Fitness
U.S. Army Medical Center and School 1991 — 1991
Army Medical Department Officer Basic Course, Exceeded course standards. Rated superior in oral communication and group work.
Vanguard July 2014 - Present
New Paradigm Real Estate LLC May 2008 - Present
USAA November 2005 - July 2014
US Army Reserve June 2002 - November 2011
Medtransolutions, Inc. 2003 - 2005
SCF Securities, Inc. May 1999 - April 2002
US Army October 1992 - January 1998
Skills
Retirement Planning, Series 7, Wealth Management, Economic Development, Risk Management, Leadership Development, Military Training, Retirement, CFP®, Registered Investment..., Retirement Income..., Series 66, Foreign Affairs, International Relations, Real Estate Investment, Small Business..., Career Counseling, Marketing Strategy, Personnel Training, CRPC, Operational Planning, Government, Intelligence Analysis, Military, Leadership, Security Clearance, Training, Intelligence, Project Planning, Army, Emergency Management, Organizational..., Security, National Security, Command, Financial Advisory, Special Operations, Military Experience, Military Operations, Tactics, ChFC, Counterterrorism, Defense, Crisis Management, DoD, Top Secret, Force Protection, Risk Assessment, Finance, Policy
Education
Webster University 2008 — 2014
Master of Business Administration (M.B.A.), Financial Planning
The American College 2007 — 2013
Graduate Financial Planning Track, Financial Planning and Services
The United States Naval Postgraduate School 2010 — 2010
Certificate in Security, Stability, Development in Complex Operations, SSDCO
U.S. Army Command and General Staff College 2007 — 2008
Intermediate Level Education- Common Core
Minnesota State University, Moorhead 1987 — 1992
Bachelor of Science (B.S.), Health and Physical Education/Fitness
U.S. Army Medical Center and School 1991 — 1991
Army Medical Department Officer Basic Course, Exceeded course standards. Rated superior in oral communication and group work.
Sean Rannow Sean Rannow's Vanguard Experience August 2015 - Present
Job Client Relationship Associate at Vanguard
Industry Financial Services
Experience
Vanguard August 2015 - Present
American Express September 2014 - January 2015
Prima Civitas Foundation January 2013 - August 2013
Maricopa County Attorney's Office May 2012 - July 2012
Lewis and Roca LLP November 2010 - August 2011
Dr. Brunner and Associates September 2009 - July 2010
Simply Financial May 2007 - January 2009
University Medical Center 2003 - 2004
Skills
Legal Research, Legal Writing, Criminal Law, Trademarks, Sales, Alternative Dispute..., Mediation, Contract Law, Contract Negotiation, LexisNexis, Marketing, Negotiation, Nonprofits, Westlaw, Advanced Legal Research, Bloomberg Law, Civil Procedure, Copyright Law, Insurance, Intellectual Property, IP Licensing Agreements, Legal Memorandum Writing, LexisNexis Advance, Life & Health Insurance..., LLC, Motions, Premises Liability..., Product Liability, Property Law, Prosecution, Psychology, Statutory Interpretation, Trade Secrets, Torts, WestlawNext, Anti Money Laundering, Bank Secrecy Act, USA PATRIOT Act, Suspicious Activity...
Education
Michigan State University College of Law 2011 — 2014
Juris Doctor, Law
University of Arizona, Eller College of Management 2006 — 2010
B.S., Public Administration
Catalina Foothills High School 2002 — 2006
High School Diploma
Vanguard August 2015 - Present
American Express September 2014 - January 2015
Prima Civitas Foundation January 2013 - August 2013
Maricopa County Attorney's Office May 2012 - July 2012
Lewis and Roca LLP November 2010 - August 2011
Dr. Brunner and Associates September 2009 - July 2010
Simply Financial May 2007 - January 2009
University Medical Center 2003 - 2004
Skills
Legal Research, Legal Writing, Criminal Law, Trademarks, Sales, Alternative Dispute..., Mediation, Contract Law, Contract Negotiation, LexisNexis, Marketing, Negotiation, Nonprofits, Westlaw, Advanced Legal Research, Bloomberg Law, Civil Procedure, Copyright Law, Insurance, Intellectual Property, IP Licensing Agreements, Legal Memorandum Writing, LexisNexis Advance, Life & Health Insurance..., LLC, Motions, Premises Liability..., Product Liability, Property Law, Prosecution, Psychology, Statutory Interpretation, Trade Secrets, Torts, WestlawNext, Anti Money Laundering, Bank Secrecy Act, USA PATRIOT Act, Suspicious Activity...
Education
Michigan State University College of Law 2011 — 2014
Juris Doctor, Law
University of Arizona, Eller College of Management 2006 — 2010
B.S., Public Administration
Catalina Foothills High School 2002 — 2006
High School Diploma
Jessica McNamara's Vanguard Experience December 2014 - Present
Job Customer Service Manager at Mega Furniture USA
Industry Furniture
Experience
Vanguard December 2014 - Present
Mega Furniture USA November 2013 - November 2014
Mega Furniture April 2013 - October 2013
Mega Furniture December 2012 - March 2013
Mesa Community College August 2011 - May 2012
US Army June 2006 - April 2010
Skills
Customer Service..., Customer Service..., Customer Service, Commitment to Customer..., Managed Services, Social Services, Service Management, Phone Etiquette, Multi-line Phone, Phone Manner, Proficient Typing Skills, Typing, Email, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Time Management, Management
Education
Mesa Community College 2010 — 2013
Associate of Science (A.S.), Social Work
Rio Salado College
Vanguard December 2014 - Present
Mega Furniture USA November 2013 - November 2014
Mega Furniture April 2013 - October 2013
Mega Furniture December 2012 - March 2013
Mesa Community College August 2011 - May 2012
US Army June 2006 - April 2010
Skills
Customer Service..., Customer Service..., Customer Service, Commitment to Customer..., Managed Services, Social Services, Service Management, Phone Etiquette, Multi-line Phone, Phone Manner, Proficient Typing Skills, Typing, Email, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Time Management, Management
Education
Mesa Community College 2010 — 2013
Associate of Science (A.S.), Social Work
Rio Salado College
Lynn Marie Dugan's Vanguard Experience February 1993 - April 1997
Job
Industry Education Management
Experience
Independence Blue Cross January 2005 - October 2005
Cigna January 2000 - July 2004
Cigna January 2000 - July 2004
Cigna January 2000 - July 2004
Prudential Financial January 1998 - July 1999
Prudential Financial January 1998 - July 1999
Vanguard February 1993 - April 1997
Vanguard February 1993 - April 1997
Education
University of Scranton 1989 — 1992
Bachelor's of Science, Human Health & Services
Marywood University 1987 — 1989
Bachelor's of Science, Business Merchandising, Transferred to the University of Scranton
Independence Blue Cross January 2005 - October 2005
Cigna January 2000 - July 2004
Cigna January 2000 - July 2004
Cigna January 2000 - July 2004
Prudential Financial January 1998 - July 1999
Prudential Financial January 1998 - July 1999
Vanguard February 1993 - April 1997
Vanguard February 1993 - April 1997
Education
University of Scranton 1989 — 1992
Bachelor's of Science, Human Health & Services
Marywood University 1987 — 1989
Bachelor's of Science, Business Merchandising, Transferred to the University of Scranton
Jimmy C. B. Taylor Jimmy C. B. Taylor's Vanguard Experience 2013 - Present
Job Manager, Personal Advisor Services at Vanguard
Industry Investment Management
Experience
Vanguard 2013 - Present
Vanguard 2011 - 2013
Vanguard 2008 - 2011
The Siegfried Group, LLP 2007 - 2008
Graystone Management Group, Ltd. 2001 - 2007
Kmart Corporation 1998 - 2001
Ernst & Young LLP 1995 - 1997
Skills
Auditing, Mutual Funds, Project Management, Financial Analysis, Financial Services, Investments, Financial Modeling, Process Improvement, Strategic Financial..., Entrepreneurship, Relationship Management, Financial Reporting, Risk Management, Accounting, Equities, Finance, Series 63, Asset Allocation, Wealth Management, Investment Management, Series 24, Series 7, Asset Management, Business Development, Portfolio Management, Financial Planning
Education
Executive Leadership Council
Strengthening the Pipeline
The University of Chicago Booth School of Business
Executive Education in Strategic Sales Management
Wayne State University 1998 — 2000
MBA, Finance
Michigan State University 1991 — 1995
BA, Accounting
Vanguard 2013 - Present
Vanguard 2011 - 2013
Vanguard 2008 - 2011
The Siegfried Group, LLP 2007 - 2008
Graystone Management Group, Ltd. 2001 - 2007
Kmart Corporation 1998 - 2001
Ernst & Young LLP 1995 - 1997
Skills
Auditing, Mutual Funds, Project Management, Financial Analysis, Financial Services, Investments, Financial Modeling, Process Improvement, Strategic Financial..., Entrepreneurship, Relationship Management, Financial Reporting, Risk Management, Accounting, Equities, Finance, Series 63, Asset Allocation, Wealth Management, Investment Management, Series 24, Series 7, Asset Management, Business Development, Portfolio Management, Financial Planning
Education
Executive Leadership Council
Strengthening the Pipeline
The University of Chicago Booth School of Business
Executive Education in Strategic Sales Management
Wayne State University 1998 — 2000
MBA, Finance
Michigan State University 1991 — 1995
BA, Accounting
Francine Tarnow Francine Tarnow's Vanguard Experience April 2011 - May 2013
Job Administrative Assistant at Mercer
Industry Management Consulting
Experience
Mercer May 2013 - Present
Vanguard April 2011 - May 2013
Cole Capital April 2007 - February 2010
Zila Inc. November 2005 - November 2006
Primary Payment Systems June 2004 - November 2005
Skills
Real Estate, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Team Building, Administrative..., Event Planning, Editing, Budgets, Employee Relations, Microsoft Office, Administration, Time Management, Project Management
Education
Middlesex Community College
Associates, Executive Secretarial
Mercer May 2013 - Present
Vanguard April 2011 - May 2013
Cole Capital April 2007 - February 2010
Zila Inc. November 2005 - November 2006
Primary Payment Systems June 2004 - November 2005
Skills
Real Estate, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Team Building, Administrative..., Event Planning, Editing, Budgets, Employee Relations, Microsoft Office, Administration, Time Management, Project Management
Education
Middlesex Community College
Associates, Executive Secretarial
Sean Moss's Vanguard Experience September 2014 - Present
Job Financial Processing Associate at Vanguard
Industry Financial Services
Experience
Vanguard September 2014 - Present
RBC June 2013 - December 2013
Arawak Homes Ltd July 2011 - August 2011
National Workers Co-operative Credit Union June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Financial Analysis, HTML, Research, Teamwork, Access, Accounting, Financial Modeling, Windows, Public Speaking, QuickBooks, Outlook
Education
Missouri Valley College 2009 — 2012
Bachelor of Science (B.S.), Finance, General
Vanguard September 2014 - Present
RBC June 2013 - December 2013
Arawak Homes Ltd July 2011 - August 2011
National Workers Co-operative Credit Union June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Financial Analysis, HTML, Research, Teamwork, Access, Accounting, Financial Modeling, Windows, Public Speaking, QuickBooks, Outlook
Education
Missouri Valley College 2009 — 2012
Bachelor of Science (B.S.), Finance, General
Wayne M. Cox Wayne M. Cox's Vanguard Experience January 2010 - May 2010
Job IP/Music/Entertainment Lawyer and Recent Law School Graduate Awaiting July 2015 New York State Bar Exam Results
Industry Law Practice
Experience
American Bar Association May 2015 - Present
American Bar Association February 2015 - April 2015
Volunteer Lawyers for the Arts January 2015 - April 2015
Savur Threadgold LLP September 2014 - March 2015
Dealertrack Technologies April 2014 - November 2014
Heidell Pittoni Murphy & Bach LLP May 2012 - August 2013
Villanova University September 2011 - December 2011
Sears Holdings Corporation May 2011 - August 2011
Vanguard January 2010 - May 2010
Skills
Intellectual Property, Copyright Law, Music Law, Entertainment Law, Trademarks, Art Law, Literary Law, Research, Westlaw, Legal Research, Civil Litigation, Legal Writing, Litigation, Leadership, Lexis Nexis
Education
Hofstra University School of Law 2012 — 2015
Doctor of Law (JD)
Villanova University 2008 — 2012
Bachelor of Science (BS), Major: Business Management; Minors: International Business & History
Chaminade High School 2004 — 2008
American Bar Association May 2015 - Present
American Bar Association February 2015 - April 2015
Volunteer Lawyers for the Arts January 2015 - April 2015
Savur Threadgold LLP September 2014 - March 2015
Dealertrack Technologies April 2014 - November 2014
Heidell Pittoni Murphy & Bach LLP May 2012 - August 2013
Villanova University September 2011 - December 2011
Sears Holdings Corporation May 2011 - August 2011
Vanguard January 2010 - May 2010
Skills
Intellectual Property, Copyright Law, Music Law, Entertainment Law, Trademarks, Art Law, Literary Law, Research, Westlaw, Legal Research, Civil Litigation, Legal Writing, Litigation, Leadership, Lexis Nexis
Education
Hofstra University School of Law 2012 — 2015
Doctor of Law (JD)
Villanova University 2008 — 2012
Bachelor of Science (BS), Major: Business Management; Minors: International Business & History
Chaminade High School 2004 — 2008
Sharon Fitzgerald Sharon Fitzgerald's Vanguard Experience October 1987 - August 2001
Job Vice President IT at Tote Resources, Inc.
Industry Information Technology and Services
Experience
Tote Resources, Inc. June 2014 - Present
Entech February 2010 - June 2014
P4E US September 2008 - July 2009
QVC August 2001 - September 2008
Vanguard October 1987 - August 2001
Skills
Data Warehousing, Leadership Development, Data Modeling, IT Audit, Mobile Devices, Business Process..., Information Management, Operational Excellence, Negotiation, Strategic Planning, Program Management, Project Management, Team Building, Strategy, Leadership, Enterprise Architecture, Integration, Business Strategy, Management, Business Development, Start-ups, CRM, Business Analysis, Project Planning, Software Development, Vendor Management, Budgets, IT Strategy, Process Improvement, Coaching, Enterprise Software, Business Process..., SDLC, Change Management, PMO, Forecasting, Cross-functional Team..., Requirements Analysis, SOA, Software Project..., Team Leadership, Business Intelligence, Management Consulting, Agile Methodologies, IT Management, Project Portfolio..., Information Technology, Quality Assurance, Agile Project Management, PMP
Education
Saint Joseph's University 1995 — 1999
MBA, Management Information Systems
West Chester University of Pennsylvania
BS, Management
Montgomery County Community College 1980 — 1982
AAS, Electronic Data Processing
Tote Resources, Inc. June 2014 - Present
Entech February 2010 - June 2014
P4E US September 2008 - July 2009
QVC August 2001 - September 2008
Vanguard October 1987 - August 2001
Skills
Data Warehousing, Leadership Development, Data Modeling, IT Audit, Mobile Devices, Business Process..., Information Management, Operational Excellence, Negotiation, Strategic Planning, Program Management, Project Management, Team Building, Strategy, Leadership, Enterprise Architecture, Integration, Business Strategy, Management, Business Development, Start-ups, CRM, Business Analysis, Project Planning, Software Development, Vendor Management, Budgets, IT Strategy, Process Improvement, Coaching, Enterprise Software, Business Process..., SDLC, Change Management, PMO, Forecasting, Cross-functional Team..., Requirements Analysis, SOA, Software Project..., Team Leadership, Business Intelligence, Management Consulting, Agile Methodologies, IT Management, Project Portfolio..., Information Technology, Quality Assurance, Agile Project Management, PMP
Education
Saint Joseph's University 1995 — 1999
MBA, Management Information Systems
West Chester University of Pennsylvania
BS, Management
Montgomery County Community College 1980 — 1982
AAS, Electronic Data Processing
Brian Boone Brian Boone's Vanguard Experience January 1996 - February 1998
Job Software Engineer 2, Quality at eBay Enterprise
Industry Computer Software
Experience
eBay Enterprise August 2012 - Present
eBay Enterprise 2013 - 2015
Ebay Enterprise 2013 - 2014
BNY Mellon February 2007 - July 2012
ING Nederland August 2002 - February 2007
Ceridian August 2001 - September 2002
DEI – Data Executives International February 1998 - August 2001
Vanguard January 1996 - February 1998
Skills
Testing, Quality Assurance, Test Planning, Integration, Test Cases, Test Strategy, Analysis, Defect Tracking, Systems Analysis, Web Applications, SOA, Management, Functional..., Business Development, Root Cause Analysis, SDLC, Software Quality..., Agile Methodologies, Software Development
Education
International Institute for Software Testing 2006 — 2006
CSTP, Software Test/Development
Mercer County Community College 1990 — 1994
AAS, Computer Systems and Networking Technology
eBay Enterprise August 2012 - Present
eBay Enterprise 2013 - 2015
Ebay Enterprise 2013 - 2014
BNY Mellon February 2007 - July 2012
ING Nederland August 2002 - February 2007
Ceridian August 2001 - September 2002
DEI – Data Executives International February 1998 - August 2001
Vanguard January 1996 - February 1998
Skills
Testing, Quality Assurance, Test Planning, Integration, Test Cases, Test Strategy, Analysis, Defect Tracking, Systems Analysis, Web Applications, SOA, Management, Functional..., Business Development, Root Cause Analysis, SDLC, Software Quality..., Agile Methodologies, Software Development
Education
International Institute for Software Testing 2006 — 2006
CSTP, Software Test/Development
Mercer County Community College 1990 — 1994
AAS, Computer Systems and Networking Technology
Mathew Libordi, CIMA®, CRPS® Mathew Libordi, CIMA®, CRPS®'s Vanguard Experience September 2013 - Present
Job Sales Executive at Vanguard
Industry Financial Services
Experience
Vanguard September 2013 - Present
iShares, BlackRock 2009 - September 2013
UBS Wealth Management 2007 - 2009
UBS Wealth Management 2004 - 2007
Federated Investors, Inc. 2002 - 2004
Evergreen Investments 2001 - 2001
Skills
ETFs, Alternative Investments, Structured Products, Mutual Funds, Qualified Retirement...
Education
Michigan State University 1992 — 1996
Bachelor of Science (B.S.), Finance
Vanguard September 2013 - Present
iShares, BlackRock 2009 - September 2013
UBS Wealth Management 2007 - 2009
UBS Wealth Management 2004 - 2007
Federated Investors, Inc. 2002 - 2004
Evergreen Investments 2001 - 2001
Skills
ETFs, Alternative Investments, Structured Products, Mutual Funds, Qualified Retirement...
Education
Michigan State University 1992 — 1996
Bachelor of Science (B.S.), Finance
Zachary Rall Zachary Rall's Vanguard Experience August 2013 - August 2014
Job Private Equity Analyst at The Wolff Company
Industry Financial Services
Experience
The Wolff Company September 2014 - Present
Vanguard August 2013 - August 2014
Dignity Health June 2011 - August 2013
Merrill Lynch September 2011 - November 2011
Skills
Financial Analysis, Investments, Bloomberg Terminal, Portfolio Management, Leadership, Time Management, Microsoft Excel, VBA, Marketing, PowerPoint, Microsoft Word, Microsoft Office, Analysis, Sales, CRM, Customer Service, Finance
Education
University of Arizona, Eller College of Management 2011 — 2013
Business Administration, Finance, Senior
Mercer University 2008 — 2011
Finance, Accounting
The Wolff Company September 2014 - Present
Vanguard August 2013 - August 2014
Dignity Health June 2011 - August 2013
Merrill Lynch September 2011 - November 2011
Skills
Financial Analysis, Investments, Bloomberg Terminal, Portfolio Management, Leadership, Time Management, Microsoft Excel, VBA, Marketing, PowerPoint, Microsoft Word, Microsoft Office, Analysis, Sales, CRM, Customer Service, Finance
Education
University of Arizona, Eller College of Management 2011 — 2013
Business Administration, Finance, Senior
Mercer University 2008 — 2011
Finance, Accounting
Joseph Opiela's Vanguard Experience September 2011 - July 2012
Job Analyst at Schechter Wealth
Industry Financial Services
Experience
Schechter Wealth January 2013 - April 2015
Vanguard September 2011 - July 2012
Vanguard September 2010 - August 2011
Durr Systems, Inc. June 2007 - August 2008
Skills
Financial Analysis, Valuation, Project Management, Portfolio Management, Investments, Mutual Funds, Wealth Management, Wealth Accumulation..., Wealth Preservation..., Risk Analytics, Fixed Income, Equity Research, Financial Modeling, Capital Markets, Asset Allocation, Bloomberg Terminal, Bloomberg
Education
Michigan State University 2006 — 2010
BA, Finance
Orchard Lake St. Mary's Preparatory 2002 — 2006
Schechter Wealth January 2013 - April 2015
Vanguard September 2011 - July 2012
Vanguard September 2010 - August 2011
Durr Systems, Inc. June 2007 - August 2008
Skills
Financial Analysis, Valuation, Project Management, Portfolio Management, Investments, Mutual Funds, Wealth Management, Wealth Accumulation..., Wealth Preservation..., Risk Analytics, Fixed Income, Equity Research, Financial Modeling, Capital Markets, Asset Allocation, Bloomberg Terminal, Bloomberg
Education
Michigan State University 2006 — 2010
BA, Finance
Orchard Lake St. Mary's Preparatory 2002 — 2006
Cierra Geisinger Cierra Geisinger's Vanguard Experience May 2012 - January 2015
Job Resource and Workflow Management Analyst at Vanguard
Industry Financial Services
Experience
Vanguard May 2012 - January 2015
Grand Canyon State Games January 2010 - June 2013
Vanguard July 2011 - April 2012
Northern Arizona University August 2010 - June 2011
Skills
Public Speaking, Event Planning, Research, Teaching, Social Media, Public Relations, Resource Management, Financial Services, PowerPoint, Problem Solving, Time Management
Education
Mesa Community College 2007 — 2009
Associate of Arts (A.A.)
School of Communication at Northern Arizona University 2010 — 2014
Master of Arts, Applied Communication
Hugh Downs School of Communication at Arizona State University 2009 — 2010
Bachelor of Science, Communication
Vanguard May 2012 - January 2015
Grand Canyon State Games January 2010 - June 2013
Vanguard July 2011 - April 2012
Northern Arizona University August 2010 - June 2011
Skills
Public Speaking, Event Planning, Research, Teaching, Social Media, Public Relations, Resource Management, Financial Services, PowerPoint, Problem Solving, Time Management
Education
Mesa Community College 2007 — 2009
Associate of Arts (A.A.)
School of Communication at Northern Arizona University 2010 — 2014
Master of Arts, Applied Communication
Hugh Downs School of Communication at Arizona State University 2009 — 2010
Bachelor of Science, Communication
Nick Linsalata's Vanguard Experience October 1998 - August 2014
Job Director, Participant Engagement
Industry Financial Services
Experience
Prudential Financial August 2014 - Present
Vanguard October 1998 - August 2014
Vanguard October 1998 - August 2014
SUPERVALU August 1996 - August 1998
SUPERVALU August 1996 - August 1998
Equity Group Investments August 1994 - August 1996
Equity Group Investments August 1994 - August 1996
Underwriters Laboratories August 1991 - August 1994
John Hancock September 1984 - August 1991
Skills
Communications..., Client Services, Relationship Management, Creative Team Leadership, Strategic Communications, Client Presentation, Persuasion/Negotiation, Project Management, Marketing, Management, Financial Services, Creative Direction, Strategy, Strategic Planning, Team Leadership, Mutual Funds
Education
Michigan State University 1979 — 1983
Bachelor of Arts (B.A.), Journalism
University of Michigan 1978 — 1979
Michigan State University
B.A, Journalism
Prudential Financial August 2014 - Present
Vanguard October 1998 - August 2014
Vanguard October 1998 - August 2014
SUPERVALU August 1996 - August 1998
SUPERVALU August 1996 - August 1998
Equity Group Investments August 1994 - August 1996
Equity Group Investments August 1994 - August 1996
Underwriters Laboratories August 1991 - August 1994
John Hancock September 1984 - August 1991
Skills
Communications..., Client Services, Relationship Management, Creative Team Leadership, Strategic Communications, Client Presentation, Persuasion/Negotiation, Project Management, Marketing, Management, Financial Services, Creative Direction, Strategy, Strategic Planning, Team Leadership, Mutual Funds
Education
Michigan State University 1979 — 1983
Bachelor of Arts (B.A.), Journalism
University of Michigan 1978 — 1979
Michigan State University
B.A, Journalism
Kevin Ku Kevin Ku's Vanguard Experience October 2010 - Present
Job Communications Associate at Vanguard
Industry Financial Services
Experience
Vanguard October 2010 - Present
Vanguard April 2014 - September 2014
Vanguard March 2008 - October 2010
Skills
Series 7, Mutual Funds, Asset Allocation, Series 63, Strategic Communications, Series 6, Retirement, Relationship Management, Investments, Financial Services, Retirement Planning, Building Relationships, Internal Communications, Business Relationship..., Problem Solving, 401k, IRAs, Roth IRA, Traditional IRA
Education
Michigan State University 2000 — 2005
Bachelors, Telecommunications
Vanguard October 2010 - Present
Vanguard April 2014 - September 2014
Vanguard March 2008 - October 2010
Skills
Series 7, Mutual Funds, Asset Allocation, Series 63, Strategic Communications, Series 6, Retirement, Relationship Management, Investments, Financial Services, Retirement Planning, Building Relationships, Internal Communications, Business Relationship..., Problem Solving, 401k, IRAs, Roth IRA, Traditional IRA
Education
Michigan State University 2000 — 2005
Bachelors, Telecommunications
Carrie Rambo Carrie Rambo's Vanguard Experience May 2013 - Present
Job Project Administrator
Industry Financial Services
Experience
Vanguard May 2013 - Present
Vanguard January 2011 - May 2013
Vanguard October 2007 - January 2011
Vanguard January 2005 - October 2007
Skills
Fiserv, Financial Analysis, Project Management, Equities, Problem Solving, Trading Systems, SWIFT messaging, Finance, Mutual Funds, Securities, Fixed Income, Analysis
Education
University of Phoenix 2008 — 2014
Bachelor of science in business administration, Business Administration and Management, General, 3.75
Kutztown University of Pennsylvania 1991 — 1994
Accounting
Montgomery County Community College 1993 — 1993
Accounting
Vanguard May 2013 - Present
Vanguard January 2011 - May 2013
Vanguard October 2007 - January 2011
Vanguard January 2005 - October 2007
Skills
Fiserv, Financial Analysis, Project Management, Equities, Problem Solving, Trading Systems, SWIFT messaging, Finance, Mutual Funds, Securities, Fixed Income, Analysis
Education
University of Phoenix 2008 — 2014
Bachelor of science in business administration, Business Administration and Management, General, 3.75
Kutztown University of Pennsylvania 1991 — 1994
Accounting
Montgomery County Community College 1993 — 1993
Accounting
A.J. Harnak A.J. Harnak's Vanguard Experience January 2013 - Present
Job Information Systems Engineer at Vanguard
Industry Computer Software
Experience
Vanguard January 2013 - Present
Temple University April 2014 - Present
Vanguard May 2012 - December 2012
Temple University October 2011 - May 2012
AJHarnak.com June 2008 - May 2012
Vanguard June 2011 - August 2011
Skills
Web Development, ASP.NET, Java, Web Design, Regression Testing, C#, Visual Basic, SQL, HTML, CSS, JavaScript, jQuery, VBScript, Computer Hardware, Microsoft Office, Photoshop, Dreamweaver, Agile Project Management, Kanban, Project Management
Education
Temple University 2010 — 2012
Bachelor of Arts (BA), Information Science & Technology
Montgomery County Community College 2008 — 2010
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Plymouth-Whitemarsh High School 2004 — 2008
Vanguard January 2013 - Present
Temple University April 2014 - Present
Vanguard May 2012 - December 2012
Temple University October 2011 - May 2012
AJHarnak.com June 2008 - May 2012
Vanguard June 2011 - August 2011
Skills
Web Development, ASP.NET, Java, Web Design, Regression Testing, C#, Visual Basic, SQL, HTML, CSS, JavaScript, jQuery, VBScript, Computer Hardware, Microsoft Office, Photoshop, Dreamweaver, Agile Project Management, Kanban, Project Management
Education
Temple University 2010 — 2012
Bachelor of Arts (BA), Information Science & Technology
Montgomery County Community College 2008 — 2010
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Plymouth-Whitemarsh High School 2004 — 2008
Pierre (Pete) Faucher Pierre (Pete) Faucher's Vanguard Experience January 1999 - January 2000
Job Architecture Admin for Electronic Messaging Systems and Active Directory Administrator at TEVA NA
Industry Information Technology and Services
Experience
Teva Pharmaceuticals December 2008 - Present
Cephalon 2008 - 2011
Corporation Service Company March 2005 - December 2008
CSC 2004 - December 2008
MTM Technologies 2005 - 2006
Johnson & Johnson / Centocor March 2004 - December 2004
AstraZeneca January 2000 - January 2004
Johnson & Johnson 2004 - 2004
Vanguard January 1999 - January 2000
Skills
Troubleshooting, Integration, Architecture, Networking, Software Installation, Active Directory, DNS, VMware, Windows Server, Servers, Technical Support, Microsoft Exchange, Disaster Recovery, IIS, ITIL, System Administration, Security, System Deployment, DHCP, Citrix, Operating Systems, Microsoft SQL Server, Network Security, Hardware, Microsoft Technologies, TCP/IP, Help Desk Support, Microsoft Certified..., Windows, Information Technology, Infrastructure, Virtualization, Blackberry Enterprise..., Antivirus, VMware ESX, Group Policy, Data Center, SharePoint, Citrix Metaframe, IT Operations, Windows 7, Hyper-V, Firewalls, IT Management, SCCM, NetApp, Network Administration, XP, Windows XP, Email
Education
Montgomery County Community College
N/A, Computer Science
Teva Pharmaceuticals December 2008 - Present
Cephalon 2008 - 2011
Corporation Service Company March 2005 - December 2008
CSC 2004 - December 2008
MTM Technologies 2005 - 2006
Johnson & Johnson / Centocor March 2004 - December 2004
AstraZeneca January 2000 - January 2004
Johnson & Johnson 2004 - 2004
Vanguard January 1999 - January 2000
Skills
Troubleshooting, Integration, Architecture, Networking, Software Installation, Active Directory, DNS, VMware, Windows Server, Servers, Technical Support, Microsoft Exchange, Disaster Recovery, IIS, ITIL, System Administration, Security, System Deployment, DHCP, Citrix, Operating Systems, Microsoft SQL Server, Network Security, Hardware, Microsoft Technologies, TCP/IP, Help Desk Support, Microsoft Certified..., Windows, Information Technology, Infrastructure, Virtualization, Blackberry Enterprise..., Antivirus, VMware ESX, Group Policy, Data Center, SharePoint, Citrix Metaframe, IT Operations, Windows 7, Hyper-V, Firewalls, IT Management, SCCM, NetApp, Network Administration, XP, Windows XP, Email
Education
Montgomery County Community College
N/A, Computer Science
Desiree Baukman Desiree Baukman's Vanguard Experience December 1998 - January 2009
Job Human Services
Industry Individual & Family Services
Experience
Montgomery County October 2013 - Present
Valley Forge Medical Center and Hospital March 2013 - March 2015
Vanguard December 1998 - January 2009
PNC October 1989 - December 1998
Skills
Case Managment, Nonprofits, Group Therapy, Adolescents, Case Management, Crisis Intervention, Mental Health, Mental Health Counseling, Social Services, Behavioral Health, Customer Service, Public Speaking, Team Building, Community Outreach, Program Development, Leadership Development
Education
Montgomery County Community College 2010 — 2012
Associate’s Degree, Human Development, Family Studies, and Related Services
Montgomery County October 2013 - Present
Valley Forge Medical Center and Hospital March 2013 - March 2015
Vanguard December 1998 - January 2009
PNC October 1989 - December 1998
Skills
Case Managment, Nonprofits, Group Therapy, Adolescents, Case Management, Crisis Intervention, Mental Health, Mental Health Counseling, Social Services, Behavioral Health, Customer Service, Public Speaking, Team Building, Community Outreach, Program Development, Leadership Development
Education
Montgomery County Community College 2010 — 2012
Associate’s Degree, Human Development, Family Studies, and Related Services
Joseph Chui's Vanguard Experience August 2013 - March 2014
Job CTO at Metrix Health Inc
Industry Computer Software
Experience
Metrix Health Inc. March 2014 - Present
Vanguard August 2013 - March 2014
University of Pennsylvania July 2011 - August 2013
FANUC Robotics August 1997 - June 2011
ATS Aerospace November 1995 - July 1997
Montreal Neurological Insitute September 1994 - October 1995
Skills
OpenGL, OpenGL ES, 3D rendering, C++, .NET, Mathematics, Collision Detection, NURBS, iPhone, Computational Geometry, OpenCL, Software Design, Python, C, Visual Studio, Robotics, Multithreading, Software Development, 3D, Databases, GPU, C/C STL, Parallel Computing, Parallel Programming, High Performance..., Linux, Simulations, iOS development, Objective-C
Education
McGill University 1994 — 1998
M.Sc, Computer Science
McGill University 1990 — 1993
B.Sc, Joint Honors in Mathematics and Computer Science
Metrix Health Inc. March 2014 - Present
Vanguard August 2013 - March 2014
University of Pennsylvania July 2011 - August 2013
FANUC Robotics August 1997 - June 2011
ATS Aerospace November 1995 - July 1997
Montreal Neurological Insitute September 1994 - October 1995
Skills
OpenGL, OpenGL ES, 3D rendering, C++, .NET, Mathematics, Collision Detection, NURBS, iPhone, Computational Geometry, OpenCL, Software Design, Python, C, Visual Studio, Robotics, Multithreading, Software Development, 3D, Databases, GPU, C/C STL, Parallel Computing, Parallel Programming, High Performance..., Linux, Simulations, iOS development, Objective-C
Education
McGill University 1994 — 1998
M.Sc, Computer Science
McGill University 1990 — 1993
B.Sc, Joint Honors in Mathematics and Computer Science
Bernadette Ceccola Bernadette Ceccola's Vanguard Experience December 2000 - Present
Job IT Software Development
Industry Financial Services
Experience
Vanguard December 2000 - Present
Skills
Privacy Protection, System Testing, Requirements Gathering, Project Management, Testing, QTP, Regression Testing, Manual Testing, Test Automation, Software Documentation, Scrum, Software Quality..., Test Management, Securities, System Integration..., Third Party Applications, Privacy Compliance, Agile Project Management, Software Project..., Software Quality, Software Testing, Integration, Process Improvement
Education
Penn State University 1999 — 2000
Client Server Certificate Progem
Villanova University 1995 — 1996
Coding Courses C and C+
Montogmery County Police Academy 1993 — 1994
Act 120 certified
Montgomery County Community College 1992 — 1994
Sociology and Psychology
Vanguard December 2000 - Present
Skills
Privacy Protection, System Testing, Requirements Gathering, Project Management, Testing, QTP, Regression Testing, Manual Testing, Test Automation, Software Documentation, Scrum, Software Quality..., Test Management, Securities, System Integration..., Third Party Applications, Privacy Compliance, Agile Project Management, Software Project..., Software Quality, Software Testing, Integration, Process Improvement
Education
Penn State University 1999 — 2000
Client Server Certificate Progem
Villanova University 1995 — 1996
Coding Courses C and C+
Montogmery County Police Academy 1993 — 1994
Act 120 certified
Montgomery County Community College 1992 — 1994
Sociology and Psychology
Anna G. Hoover Anna G. Hoover's Vanguard Experience Vice President, Retirement BenefitsBoard of Pensions of the Presbyterian Church1999 - 2011
Job Pension Actuary and Retirement Plan Administration Professional
Industry Financial Services
Experience
Vanguard Vice President, Retirement BenefitsBoard of Pensions of the Presbyterian Church1999 - 2011
Aon Consulting 1980 - 1999
Skills
Pensions, Defined Benefit, Benefits Administration, Retirement, Employee Benefits, Retirement Planning, Leadership, Actuarial Science, Deferred Compensation, Pension Funds, 401k, Business Planning, Insurance, ERISA, Executive Pay, Pension Administration, Retirement Plan..., Qualified Retirement..., Health Insurance, 403 b, Defined Contribution
Education
Messiah College 1976 — 1980
BA, Mathematics, Behavioral Science
Vanguard Vice President, Retirement BenefitsBoard of Pensions of the Presbyterian Church1999 - 2011
Aon Consulting 1980 - 1999
Skills
Pensions, Defined Benefit, Benefits Administration, Retirement, Employee Benefits, Retirement Planning, Leadership, Actuarial Science, Deferred Compensation, Pension Funds, 401k, Business Planning, Insurance, ERISA, Executive Pay, Pension Administration, Retirement Plan..., Qualified Retirement..., Health Insurance, 403 b, Defined Contribution
Education
Messiah College 1976 — 1980
BA, Mathematics, Behavioral Science
Abbey Sloan's Vanguard Experience September 2008 - October 2010
Job Investment Consultant at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group August 2010 - Present
Vanguard September 2008 - October 2010
Cincinnati Bell May 2005 - May 2007
Skills
Microsoft Excel, Microsoft Word, Microsoft Publisher, Computers, People Skills, Networking, Series 7, Mutual Funds, Series 63, Series 6, Sales, Customer Service, PowerPoint, Retirement Planning, CRM, Retirement
Education
East Carolina University 2014 — 2016
Master of Business Administration (MBA)
Miami University 2004 — 2008
Bachelor's degree, Finance, General
Centerville High School 2000 — 2004
College Prep
The Vanguard Group August 2010 - Present
Vanguard September 2008 - October 2010
Cincinnati Bell May 2005 - May 2007
Skills
Microsoft Excel, Microsoft Word, Microsoft Publisher, Computers, People Skills, Networking, Series 7, Mutual Funds, Series 63, Series 6, Sales, Customer Service, PowerPoint, Retirement Planning, CRM, Retirement
Education
East Carolina University 2014 — 2016
Master of Business Administration (MBA)
Miami University 2004 — 2008
Bachelor's degree, Finance, General
Centerville High School 2000 — 2004
College Prep
Michael E. Grasso's Vanguard Experience June 2008 - Present
Job Vanguard Workflow Management
Industry Financial Services
Experience
Vanguard June 2008 - Present
Vanguard January 2007 - June 2008
Vanguard January 2006 - January 2007
Comcast Cable 2003 - 2006
Mobile Communications January 2002 - August 2004
Tom Oates Chevrolet 2002 - 2003
Skills
Mentoring, Leadership, Public Speaking, Social Media, Microsoft Office, SharePoint, Event Planning, Mutual Funds, Research, Customer Service, Digital Photography, Digital Video, Video Production, Blogging, Change Management, Operations Management, Team Building, Entrepreneurship, Marketing, Sales, Time Management, Leadership Development, Project Planning, Social Networking, Nonprofits, Training, Coaching, Team Leadership, Fundraising, Public Relations, Strategic Planning, Community Outreach
Education
Montgomery County Community College 2004 — 2005
Associates in Science, Liberal Arts and Sciences/Liberal Studies, Graduated cum laude. 3.44 GPA
New York Film Academy
Diploma in Digital Filmmaking, Digital Filmmaking
Bishop Shanahan High School
High School Diploma
Vanguard June 2008 - Present
Vanguard January 2007 - June 2008
Vanguard January 2006 - January 2007
Comcast Cable 2003 - 2006
Mobile Communications January 2002 - August 2004
Tom Oates Chevrolet 2002 - 2003
Skills
Mentoring, Leadership, Public Speaking, Social Media, Microsoft Office, SharePoint, Event Planning, Mutual Funds, Research, Customer Service, Digital Photography, Digital Video, Video Production, Blogging, Change Management, Operations Management, Team Building, Entrepreneurship, Marketing, Sales, Time Management, Leadership Development, Project Planning, Social Networking, Nonprofits, Training, Coaching, Team Leadership, Fundraising, Public Relations, Strategic Planning, Community Outreach
Education
Montgomery County Community College 2004 — 2005
Associates in Science, Liberal Arts and Sciences/Liberal Studies, Graduated cum laude. 3.44 GPA
New York Film Academy
Diploma in Digital Filmmaking, Digital Filmmaking
Bishop Shanahan High School
High School Diploma
Tom Cosper Tom Cosper's Vanguard Experience March 1998 - August 2005
Job Pharmacist at Walgreens
Industry Retail
Experience
Walgreens September 2012 - Present
Safeway July 2007 - August 2012
Vanguard March 1998 - August 2005
Skills
Customer Service, Certified Immunizer, Teamwork, Time Management, Retail, Microsoft Office
Education
Midwestern University (AZ) 2005 — 2008
Doctor of Pharmacy (PharmD)
Embry Riddle Aeronautical University
Bachelor of Science (BS), Professional Aeronautics
Walgreens September 2012 - Present
Safeway July 2007 - August 2012
Vanguard March 1998 - August 2005
Skills
Customer Service, Certified Immunizer, Teamwork, Time Management, Retail, Microsoft Office
Education
Midwestern University (AZ) 2005 — 2008
Doctor of Pharmacy (PharmD)
Embry Riddle Aeronautical University
Bachelor of Science (BS), Professional Aeronautics
Jessica Spires Jessica Spires's Vanguard Experience February 2015 - Present
Job Executive Relations
Industry Computer Networking
Experience
Robert Half Legal September 2015 - Present
Vanguard February 2015 - Present
Self-employed May 2014 - Present
LA Fitness November 2014 - February 2015
Skills
Networking, Social Networking, Composition, Sales, People Skills, Social Influence, Microsoft Office, Marketing, Social Media, Leadership, Customer Service, Training, Strategic Planning, Social Media Marketing, Sales Management, Public Speaking, PowerPoint, Microsoft Word, Microsoft Excel, Time Management, Event Planning, Teamwork, Research, Event Management, Facebook
Education
McKendree University 2008 — 2012
Bachelor of Arts (B.A.), Spanish Language and Literature & Sociology
Universidad Nacional de Costa Rica 2012 — 2012
Bachelor of Arts (B.A.), Spanish Language and Literature
Robert Half Legal September 2015 - Present
Vanguard February 2015 - Present
Self-employed May 2014 - Present
LA Fitness November 2014 - February 2015
Skills
Networking, Social Networking, Composition, Sales, People Skills, Social Influence, Microsoft Office, Marketing, Social Media, Leadership, Customer Service, Training, Strategic Planning, Social Media Marketing, Sales Management, Public Speaking, PowerPoint, Microsoft Word, Microsoft Excel, Time Management, Event Planning, Teamwork, Research, Event Management, Facebook
Education
McKendree University 2008 — 2012
Bachelor of Arts (B.A.), Spanish Language and Literature & Sociology
Universidad Nacional de Costa Rica 2012 — 2012
Bachelor of Arts (B.A.), Spanish Language and Literature
Susan Heilman Susan Heilman's Vanguard Experience May 2014 - August 2014
Job Computing Security BS/MS Student at Rochester Institute of Technology
Industry Computer & Network Security
Experience
Rochester Institute of Technology September 2014 - Present
Verizon June 2015 - July 2015
Vanguard May 2014 - August 2014
Montgomery County Community College June 2013 - August 2013
Montgomery County Community College February 2012 - August 2013
Montgomery County Community College February 2012 - May 2013
Montgomery County Community College March 2012 - May 2012
Skills
Windows, Java, Computer Science, Classroom, Networking, Programming, Microsoft Excel, Teaching, JavaScript, C++, OSI Model, Wireshark, Omnipeek, Nmap, Nessus, Windows Server, VMware Workstation
Education
Rochester Institute of Technology 2013 — 2016
Master's Degree, Computer and Information Systems Security/Information Assurance
Rochester Institute of Technology 2013 — 2015
Bachelor’s Degree, Computer and Information Systems Security/Information Assurance
Montgomery County Community College 2011 — 2013
Associate of Science (AS), Computer Science
Rochester Institute of Technology September 2014 - Present
Verizon June 2015 - July 2015
Vanguard May 2014 - August 2014
Montgomery County Community College June 2013 - August 2013
Montgomery County Community College February 2012 - August 2013
Montgomery County Community College February 2012 - May 2013
Montgomery County Community College March 2012 - May 2012
Skills
Windows, Java, Computer Science, Classroom, Networking, Programming, Microsoft Excel, Teaching, JavaScript, C++, OSI Model, Wireshark, Omnipeek, Nmap, Nessus, Windows Server, VMware Workstation
Education
Rochester Institute of Technology 2013 — 2016
Master's Degree, Computer and Information Systems Security/Information Assurance
Rochester Institute of Technology 2013 — 2015
Bachelor’s Degree, Computer and Information Systems Security/Information Assurance
Montgomery County Community College 2011 — 2013
Associate of Science (AS), Computer Science
Sara Hoyt's Vanguard Experience July 2015 - Present
Job Writer at Vanguard
Industry Financial Services
Experience
Vanguard July 2015 - Present
Vanguard September 2013 - July 2015
Avatar Environmental November 2012 - August 2013
Skills
Higher Education, Research, Series 6, Series 63, Qualitative Research, Public Speaking, IRAs, 401k Rollovers, Asset Allocation, Mutual Funds, Sociological Theory, Microsoft Office, Statistics, Data Analysis, Microsoft Word, PowerPoint, Microsoft Excel, Technical Writing
Education
West Chester University of Pennsylvania 2011 — 2013
Bachelor of Arts (BA), Sociology, Magna Cum Laude
Montana State University-Bozeman 2009 — 2011
Vanguard July 2015 - Present
Vanguard September 2013 - July 2015
Avatar Environmental November 2012 - August 2013
Skills
Higher Education, Research, Series 6, Series 63, Qualitative Research, Public Speaking, IRAs, 401k Rollovers, Asset Allocation, Mutual Funds, Sociological Theory, Microsoft Office, Statistics, Data Analysis, Microsoft Word, PowerPoint, Microsoft Excel, Technical Writing
Education
West Chester University of Pennsylvania 2011 — 2013
Bachelor of Arts (BA), Sociology, Magna Cum Laude
Montana State University-Bozeman 2009 — 2011
Jazzmyne Washington Jazzmyne Washington's Vanguard Experience July 2014 - Present
Job Vanguard Accelerated Development Program
Industry Financial Services
Experience
Vanguard July 2014 - Present
MIT Office of Engineering Outreach Programs April 2011 - July 2014
Management Leadership for Tomorrow (MLT) August 2012 - December 2013
Target June 2013 - August 2013
Skills
Public Speaking, Teaching, Microsoft Excel, Project Planning, Data Analysis, Event Planning, Sales, Microsoft Office, PowerPoint, Time Management, Leadership
Education
Massachusetts Institute of Technology 2010 — 2014
Bachelor of Science (B.S.), Management Science
School Year Abroad 2009 — 2010
2º de Bachillerato, Diploma de Español (Nivel C2)
Vanguard July 2014 - Present
MIT Office of Engineering Outreach Programs April 2011 - July 2014
Management Leadership for Tomorrow (MLT) August 2012 - December 2013
Target June 2013 - August 2013
Skills
Public Speaking, Teaching, Microsoft Excel, Project Planning, Data Analysis, Event Planning, Sales, Microsoft Office, PowerPoint, Time Management, Leadership
Education
Massachusetts Institute of Technology 2010 — 2014
Bachelor of Science (B.S.), Management Science
School Year Abroad 2009 — 2010
2º de Bachillerato, Diploma de Español (Nivel C2)
Nathan Getchell Nathan Getchell's Vanguard Experience 2005 - 2010
Job Inventory Control Specialist at Stored Energy Concepts
Industry Medical Devices
Experience
Stored Energy Concepts July 2012 - Present
Vanguard 2005 - 2010
Skills
Six Sigma, Medical Devices, Lean Manufacturing, Project Planning, Inventory Control, Inventory Management, Production Planning, Sales, Supplier Negotiation, Supplier Quality, Supplier Evaluation, Customer Satisfaction, Purchasing
Education
McDaniel College 2001 — 2005
Batchelors, History and Political Science/Government
McDaniel College 2001 — 2005
Bachelor's degree, Political Science and History
Stored Energy Concepts July 2012 - Present
Vanguard 2005 - 2010
Skills
Six Sigma, Medical Devices, Lean Manufacturing, Project Planning, Inventory Control, Inventory Management, Production Planning, Sales, Supplier Negotiation, Supplier Quality, Supplier Evaluation, Customer Satisfaction, Purchasing
Education
McDaniel College 2001 — 2005
Batchelors, History and Political Science/Government
McDaniel College 2001 — 2005
Bachelor's degree, Political Science and History
Jim Boyer, CRPC, QKA, Life and Health, P&C's Vanguard Experience May 2001 - December 2014
Job Service Administrator at Oxford Retirement & Estate Planning
Industry Financial Services
Experience
Oxford Retirement & Estate Planning April 2015 - Present
LGS Industries March 2015 - April 2015
New York Life January 2015 - March 2015
Vanguard May 2001 - December 2014
Vanguard December 1998 - May 2001
Vanguard July 1997 - December 1998
PCHS August 1994 - June 1997
Skills
Retirement, Retirement Planning, Qualified Retirement..., Fixed Annuities, Non-Qualified Deferred..., Retirement Plan..., Building Relationships, Life Insurance, Health Insurance, Sales Process, AZ Health and Life..., Mentoring, Contigency, Teaching, Building Customer..., Family Planning, Property & Casualty..., Defined Contribution, ERISA, Financial Services, Series 6, 401k, Series 63, Mutual Funds
Education
College of Financial Planning 2013 — 2013
Chartered Retirement Planning Counselor, Financial Planning and Services
McKendree College 1989 — 1993
B.A., Social Sciences
Oxford Retirement & Estate Planning April 2015 - Present
LGS Industries March 2015 - April 2015
New York Life January 2015 - March 2015
Vanguard May 2001 - December 2014
Vanguard December 1998 - May 2001
Vanguard July 1997 - December 1998
PCHS August 1994 - June 1997
Skills
Retirement, Retirement Planning, Qualified Retirement..., Fixed Annuities, Non-Qualified Deferred..., Retirement Plan..., Building Relationships, Life Insurance, Health Insurance, Sales Process, AZ Health and Life..., Mentoring, Contigency, Teaching, Building Customer..., Family Planning, Property & Casualty..., Defined Contribution, ERISA, Financial Services, Series 6, 401k, Series 63, Mutual Funds
Education
College of Financial Planning 2013 — 2013
Chartered Retirement Planning Counselor, Financial Planning and Services
McKendree College 1989 — 1993
B.A., Social Sciences
Chanel DuPree's Vanguard Experience May 2015 - July 2015
Job College to Corporate Intern at Vanguard
Industry Higher Education
Experience
UFUSED- United for Undergraduate Socioeconomic Diversity December 2014 - Present
Special Olympics November 2010 - Present
Vanguard May 2015 - July 2015
Admissions Assistant at the University of Virginia Frank Batten School of Leadership & Public Policy September 2013 - May 2015
Hill and Associates P.C. May 2014 - August 2014
A Better Chance July 2013 - July 2013
The Andrew Jackson School April 2013 - June 2013
St. Ignatius Nursing Home March 2013 - April 2013
Clarke Schools for Hearing and Speech September 2011 - November 2011
A Better Chance June 2011 - August 2011
Skills
Research, Fundraising, Public Speaking, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, English, Nonprofits, Data Analysis, Management, Spanish
Education
McIntire School of Commerce 2015 — 2017
University of Virginia 2013 — 2017
The Shipley School 2009 — 2013
High School Degree
UFUSED- United for Undergraduate Socioeconomic Diversity December 2014 - Present
Special Olympics November 2010 - Present
Vanguard May 2015 - July 2015
Admissions Assistant at the University of Virginia Frank Batten School of Leadership & Public Policy September 2013 - May 2015
Hill and Associates P.C. May 2014 - August 2014
A Better Chance July 2013 - July 2013
The Andrew Jackson School April 2013 - June 2013
St. Ignatius Nursing Home March 2013 - April 2013
Clarke Schools for Hearing and Speech September 2011 - November 2011
A Better Chance June 2011 - August 2011
Skills
Research, Fundraising, Public Speaking, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, English, Nonprofits, Data Analysis, Management, Spanish
Education
McIntire School of Commerce 2015 — 2017
University of Virginia 2013 — 2017
The Shipley School 2009 — 2013
High School Degree
Lucas Saunders Lucas Saunders's Vanguard Experience April 2008 - March 2012
Job Senior Technology and Marketing Officer at Pennsylvania Trust Wealth Management
Industry Investment Management
Experience
Pennsylvania Trust November 2014 - Present
Pennsylvania Trust November 2013 - October 2014
Pennsylvania Trust June 2013 - November 2013
Woven Digital May 2012 - May 2013
War Against Work, LLC April 2012 - May 2013
Vanguard April 2008 - March 2012
Vanguard January 2006 - March 2012
The Vanguard Group January 2006 - April 2008
Skills
Business Analysis, Equities, Financial Analysis, Investments, Project Management, Access, Analysis, Mutual Funds, Process Improvement, Account Reconciliation, Management, SQL, Microsoft Excel, HTML, Web Design, Web Development, Microsoft Office, Smartstream TLM, Fixed Income, Marketing, Marketing Strategy, Marketing Communications, Business Strategy
Education
Messiah College 2001 — 2005
BA, Political Science
Pennsylvania Trust November 2014 - Present
Pennsylvania Trust November 2013 - October 2014
Pennsylvania Trust June 2013 - November 2013
Woven Digital May 2012 - May 2013
War Against Work, LLC April 2012 - May 2013
Vanguard April 2008 - March 2012
Vanguard January 2006 - March 2012
The Vanguard Group January 2006 - April 2008
Skills
Business Analysis, Equities, Financial Analysis, Investments, Project Management, Access, Analysis, Mutual Funds, Process Improvement, Account Reconciliation, Management, SQL, Microsoft Excel, HTML, Web Design, Web Development, Microsoft Office, Smartstream TLM, Fixed Income, Marketing, Marketing Strategy, Marketing Communications, Business Strategy
Education
Messiah College 2001 — 2005
BA, Political Science
Valerie Sherrer's Vanguard Experience August 2013 - Present
Job Supervisor
Industry Investment Management
Experience
Vanguard August 2013 - Present
Vanguard May 2012 - August 2013
Vanguard November 2011 - May 2012
Vanguard June 2011 - November 2011
Meredith College August 2007 - May 2011
Skills
Series 63, Series 7
Education
Meredith College 2007 — 2011
- Bachelors of Science Magna cum Laude, Business Admin. & Spanish
Vanguard August 2013 - Present
Vanguard May 2012 - August 2013
Vanguard November 2011 - May 2012
Vanguard June 2011 - November 2011
Meredith College August 2007 - May 2011
Skills
Series 63, Series 7
Education
Meredith College 2007 — 2011
- Bachelors of Science Magna cum Laude, Business Admin. & Spanish
James Cooper Taylor James Cooper Taylor's Vanguard Experience May 2015 - Present
Job Conn Analyst at Vanguard
Industry Financial Services
Experience
Vanguard May 2015 - Present
Vanguard March 2014 - May 2015
Vanguard January 2013 - March 2014
Vanguard July 2012 - January 2013
MSUM Admissions December 2009 - May 2012
MSUM Housing and Residential Life April 2009 - May 2012
Arthritis Foundation August 2011 - December 2011
Boy Scouts of America May 2008 - August 2010
Skills
Event Planning, Social Media, Microsoft Office, Public Speaking, Excel, Customer Service, Fundraising, Event Management, Word, PowerPoint, Writing, Non-profits, Social Media Marketing, Team Building, Access, English, Microsoft Excel, Facebook, Nonprofits, Time Management, Marketing Communications, Social Networking, Leadership, Advertising, Program Management, Volunteer Management, Marketing
Education
The University of North Dakota 2015 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
Minnesota State University, Moorhead 2008 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General, 3.08
Vanguard May 2015 - Present
Vanguard March 2014 - May 2015
Vanguard January 2013 - March 2014
Vanguard July 2012 - January 2013
MSUM Admissions December 2009 - May 2012
MSUM Housing and Residential Life April 2009 - May 2012
Arthritis Foundation August 2011 - December 2011
Boy Scouts of America May 2008 - August 2010
Skills
Event Planning, Social Media, Microsoft Office, Public Speaking, Excel, Customer Service, Fundraising, Event Management, Word, PowerPoint, Writing, Non-profits, Social Media Marketing, Team Building, Access, English, Microsoft Excel, Facebook, Nonprofits, Time Management, Marketing Communications, Social Networking, Leadership, Advertising, Program Management, Volunteer Management, Marketing
Education
The University of North Dakota 2015 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
Minnesota State University, Moorhead 2008 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General, 3.08
Curtis Olson's Vanguard Experience June 2015 - Present
Job VanguardInvestment Professional
Industry Financial Services
Experience
Vanguard June 2015 - Present
Vanguard January 2015 - Present
Vanguard January 2014 - January 2015
Club Champion Golf May 2012 - December 2013
Sushi Nara January 2012 - May 2013
Club Champion LLC May 2012 - September 2012
North Shore Baseball Academy May 2009 - August 2009
Strike One Baseball Academy May 2008 - August 2008
Skills
Marketing, Entrepreneurship, Marketing Strategy, Sales, Leadership, Account Management, Finance, Customer Service, Time Management, Microsoft Excel, PowerPoint
Education
Miami University 2009 — 2013
Entrepreneurship, Entrepreneurship/Entrepreneurial Studies
Miami University-Farmer School of Business 2009 — 2013
Bachelor, Business, Entrepreneurship
Miami UniversityFarmer School of Business (FSB) 2009 — 2013
Bachelor, Business
Vanguard June 2015 - Present
Vanguard January 2015 - Present
Vanguard January 2014 - January 2015
Club Champion Golf May 2012 - December 2013
Sushi Nara January 2012 - May 2013
Club Champion LLC May 2012 - September 2012
North Shore Baseball Academy May 2009 - August 2009
Strike One Baseball Academy May 2008 - August 2008
Skills
Marketing, Entrepreneurship, Marketing Strategy, Sales, Leadership, Account Management, Finance, Customer Service, Time Management, Microsoft Excel, PowerPoint
Education
Miami University 2009 — 2013
Entrepreneurship, Entrepreneurship/Entrepreneurial Studies
Miami University-Farmer School of Business 2009 — 2013
Bachelor, Business, Entrepreneurship
Miami UniversityFarmer School of Business (FSB) 2009 — 2013
Bachelor, Business
Matthew Newcomb Matthew Newcomb's Vanguard Experience April 2015 - Present
Job Trader, Securities Lending at Vanguard
Industry Financial Services
Experience
Vanguard April 2015 - Present
Vanguard September 2014 - April 2015
Vanguard August 2013 - September 2014
Vanguard February 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Bloomberg, ThomsonOne, SAP, SunGard, Lending Pit, Global One, Loanet, Thomson Reuters BETA
Education
Monmouth University 2010 — 2011
Master of Business Administration
Monmouth University 2006 — 2010
Bachelor of Science in Business Administration
Vanguard April 2015 - Present
Vanguard September 2014 - April 2015
Vanguard August 2013 - September 2014
Vanguard February 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Bloomberg, ThomsonOne, SAP, SunGard, Lending Pit, Global One, Loanet, Thomson Reuters BETA
Education
Monmouth University 2010 — 2011
Master of Business Administration
Monmouth University 2006 — 2010
Bachelor of Science in Business Administration
Gary Billington Gary Billington's Vanguard Experience October 2013 - Present
Job Investment Professional at Vanguard
Industry Financial Services
Experience
Vanguard October 2013 - Present
Family Medical Center January 2012 - October 2013
Walt Disney World August 2011 - January 2012
Education
Mississippi State University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, GPA: 3.76
Vanguard October 2013 - Present
Family Medical Center January 2012 - October 2013
Walt Disney World August 2011 - January 2012
Education
Mississippi State University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, GPA: 3.76
Brett Winters Brett Winters's Vanguard Experience November 2010 - April 2011
Job Process Analyst at Airgas
Industry Consumer Goods
Experience
Airgas November 2013 - Present
Lowes April 2011 - November 2013
Vanguard November 2010 - April 2011
US Postal Service January 2008 - October 2010
Super Target July 2007 - January 2008
Michigan State University September 2006 - May 2007
Student Painters June 2004 - August 2004
Skills
Customer Service, Finance, Teamwork, Access, Analysis, Inventory Management, Microsoft Excel, PowerPoint, Accounting, Outlook, Leadership, Microsoft Word, Microsoft Office, Sales, Data Entry, SAP, SAP BW, Safety
Education
Michigan State University 2003 — 2007
Finance Bachelor of Arts, Finance
Michigan State University, Eli Broad College of Business 2003 — 2007
Bachelor of Arts, Finance
Grosse Ile High School 1999 — 2003
Airgas November 2013 - Present
Lowes April 2011 - November 2013
Vanguard November 2010 - April 2011
US Postal Service January 2008 - October 2010
Super Target July 2007 - January 2008
Michigan State University September 2006 - May 2007
Student Painters June 2004 - August 2004
Skills
Customer Service, Finance, Teamwork, Access, Analysis, Inventory Management, Microsoft Excel, PowerPoint, Accounting, Outlook, Leadership, Microsoft Word, Microsoft Office, Sales, Data Entry, SAP, SAP BW, Safety
Education
Michigan State University 2003 — 2007
Finance Bachelor of Arts, Finance
Michigan State University, Eli Broad College of Business 2003 — 2007
Bachelor of Arts, Finance
Grosse Ile High School 1999 — 2003
Nathan Erickson Nathan Erickson's Vanguard Experience June 2014 - Present
Job Investment Analyst at Vanguard
Industry Financial Services
Experience
Vanguard June 2014 - Present
Vanguard May 2012 - June 2014
North Star Resource Group January 2010 - May 2012
Boy Scouts of America 2007 - 2009
Skills
Wealth Management, Insurance, Investments, Asset Management, Strategic Financial..., Retirement, Asset Managment, Retirement Planning, Securities, Financial Planning
Education
University of Mary 2006 — 2008
MBA, Business Administration
Minnesota State University, Moorhead 2001 — 2005
Bachelor of Science, Business Administration
2016 CFA Level 3 Candidate
Vanguard June 2014 - Present
Vanguard May 2012 - June 2014
North Star Resource Group January 2010 - May 2012
Boy Scouts of America 2007 - 2009
Skills
Wealth Management, Insurance, Investments, Asset Management, Strategic Financial..., Retirement, Asset Managment, Retirement Planning, Securities, Financial Planning
Education
University of Mary 2006 — 2008
MBA, Business Administration
Minnesota State University, Moorhead 2001 — 2005
Bachelor of Science, Business Administration
2016 CFA Level 3 Candidate
Craig D'Antonio Craig D'Antonio's Vanguard Experience April 2010 - April 2013
Job System Administrator III at Theorem Clinical Research
Industry Information Technology and Services
Experience
Theorem Clinical Research December 2013 - Present
LiquidHub March 2005 - Present
InfoMC August 2013 - November 2013
Vanguard April 2010 - April 2013
Annexus Storage & Cartage Inc January 2006 - March 2010
Skills
Requirements Analysis, Enterprise Architecture, IT Strategy, Microsoft SQL Server, Web Services, Management Consulting, Telepresence, Video Conferencing, Technical Support, Project Management, Audio Conferencing, SharePoint, SDLC, Cloud Computing, Networking, Backup Exec, Hyper-V, Cisco VoIP, Cisco Technologies, SAN
Education
West Chester University of Pennsylvania 1996 — 1999
Bachelor of Science (BS), Criminal Justice
College Misericordia 1995 — 1996
Undergraduate
Phoenixville area high school
Theorem Clinical Research December 2013 - Present
LiquidHub March 2005 - Present
InfoMC August 2013 - November 2013
Vanguard April 2010 - April 2013
Annexus Storage & Cartage Inc January 2006 - March 2010
Skills
Requirements Analysis, Enterprise Architecture, IT Strategy, Microsoft SQL Server, Web Services, Management Consulting, Telepresence, Video Conferencing, Technical Support, Project Management, Audio Conferencing, SharePoint, SDLC, Cloud Computing, Networking, Backup Exec, Hyper-V, Cisco VoIP, Cisco Technologies, SAN
Education
West Chester University of Pennsylvania 1996 — 1999
Bachelor of Science (BS), Criminal Justice
College Misericordia 1995 — 1996
Undergraduate
Phoenixville area high school
Erik Varela Erik Varela's Vanguard Experience 2012 - 2012
Job Student Advisor at Grantham University
Industry Consumer Services
Experience
Grantham University March 2013 - Present
Vanguard 2012 - 2012
OnTrac 2011 - 2012
SkyRocket Investments January 2009 - July 2011
Chipotle Mexican Grill 2010 - 2011
Costco Wholesale May 2002 - December 2009
US Army Corps of Engineers March 2002 - March 2004
US Army-82nd Airborne 1998 - 2002
Skills
Public Relations, Team Building, Meets demanding..., Communicates..., Ability to Adapt..., Thrives in a versatile,..., Ability to simplify..., Passionate, Efficiency Minded, Positive Can-do Attitude, Flexible approach to..., Multi-Task Oriented, Peer Mentoring, Team-oriented, Customer Focused, Tenacious Work Ethic, Hands-on Problem Solver, Customer Service, Management
Education
MidAmerica Nazarene University 2012 — 2014
Masters, Business Administration
MidAmerica Nazarene University 2010 — 2011
BA, Manangement-Human Relations
Longview Community College 2005 — 2006
AAS, Management
Missouri Business and Technology College 2003 — 2005
AAS, Environmental Health and Safety
Missouri Business and Technology College 2003 — 2003
Certificate, Hazardous Waste Operations Management
Penn Valley CC 2002 — 2002
Certificate, EMT
The University of New Mexico 1996 — 1997
Fire science
Aveta Business Institute
Certificate, Six Sigma Green Belt
FINRA
License, Series 6 and 63
Grantham University March 2013 - Present
Vanguard 2012 - 2012
OnTrac 2011 - 2012
SkyRocket Investments January 2009 - July 2011
Chipotle Mexican Grill 2010 - 2011
Costco Wholesale May 2002 - December 2009
US Army Corps of Engineers March 2002 - March 2004
US Army-82nd Airborne 1998 - 2002
Skills
Public Relations, Team Building, Meets demanding..., Communicates..., Ability to Adapt..., Thrives in a versatile,..., Ability to simplify..., Passionate, Efficiency Minded, Positive Can-do Attitude, Flexible approach to..., Multi-Task Oriented, Peer Mentoring, Team-oriented, Customer Focused, Tenacious Work Ethic, Hands-on Problem Solver, Customer Service, Management
Education
MidAmerica Nazarene University 2012 — 2014
Masters, Business Administration
MidAmerica Nazarene University 2010 — 2011
BA, Manangement-Human Relations
Longview Community College 2005 — 2006
AAS, Management
Missouri Business and Technology College 2003 — 2005
AAS, Environmental Health and Safety
Missouri Business and Technology College 2003 — 2003
Certificate, Hazardous Waste Operations Management
Penn Valley CC 2002 — 2002
Certificate, EMT
The University of New Mexico 1996 — 1997
Fire science
Aveta Business Institute
Certificate, Six Sigma Green Belt
FINRA
License, Series 6 and 63
Gregory Judge Gregory Judge's Vanguard Experience August 2014 - Present
Job Investments Professional Vanguard
Industry Financial Services
Experience
Vanguard August 2014 - Present
The Woods February 2013 - May 2014
Amway June 2012 - May 2014
TD May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, HTML, Windows, Event Planning, Time Management, Viticulture
Education
Miami University 2010 — 2014
Bachelor of Science (BS), Finance, General
Bonny Eagle High School 2006 — 2010
Vanguard August 2014 - Present
The Woods February 2013 - May 2014
Amway June 2012 - May 2014
TD May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, HTML, Windows, Event Planning, Time Management, Viticulture
Education
Miami University 2010 — 2014
Bachelor of Science (BS), Finance, General
Bonny Eagle High School 2006 — 2010
Frank Kretovich Frank Kretovich's Vanguard Experience April 2014 - September 2014
Job Clinical Systems Analyst, Fox Chase Cancer Center
Industry Information Technology and Services
Experience
Fox Chase Cancer Center September 2014 - Present
Vanguard April 2014 - September 2014
Avantor Performance Materials, Inc. February 2013 - September 2013
Fox Chase Cancer Center February 2010 - February 2013
Fox Chase Cancer Center October 2005 - February 2010
Wolters Kluwer July 2001 - July 2005
Special People in the Northeast December 1999 - November 2000
Skills
Computer Repair, Desktop Support, Technical Support, Troubleshooting, Software Documentation, Microsoft Exchange, Citrix, XP, Windows 7, Active Directory, Training, Information Technology, Computer Hardware, Hardware, Help Desk Support, Windows XP, Laptops, Insurance, General Insurance, Commercial Insurance, Property & Casualty..., Umbrella Insurance, Software Installation, Healthcare Information..., Customer Service, Healthcare, System Deployment, HIPAA, Hospitals, System Administration, LAN-WAN
Education
Chubb Institute 1997 — 1998
Technical Support
Montgomery County Community College
Fox Chase Cancer Center September 2014 - Present
Vanguard April 2014 - September 2014
Avantor Performance Materials, Inc. February 2013 - September 2013
Fox Chase Cancer Center February 2010 - February 2013
Fox Chase Cancer Center October 2005 - February 2010
Wolters Kluwer July 2001 - July 2005
Special People in the Northeast December 1999 - November 2000
Skills
Computer Repair, Desktop Support, Technical Support, Troubleshooting, Software Documentation, Microsoft Exchange, Citrix, XP, Windows 7, Active Directory, Training, Information Technology, Computer Hardware, Hardware, Help Desk Support, Windows XP, Laptops, Insurance, General Insurance, Commercial Insurance, Property & Casualty..., Umbrella Insurance, Software Installation, Healthcare Information..., Customer Service, Healthcare, System Deployment, HIPAA, Hospitals, System Administration, LAN-WAN
Education
Chubb Institute 1997 — 1998
Technical Support
Montgomery County Community College
Todd Gozur Todd Gozur's Vanguard Experience November 1999 - August 2007
Job Senior Business Analyst / Project Integration Lead at Empowered Benefits, LLC
Industry Information Technology and Services
Experience
Empowered Benefits, LLC January 2014 - Present
Oracle Athletics January 2008 - December 2013
Vanguard November 1999 - August 2007
Bank of America October 1996 - November 1999
Bank of America December 1995 - October 1996
Bank of America June 1994 - December 1995
Skills
Project Planning, Facilitators, Requirements Gathering, Requirements Analysis, Software Requirements, Functional Requirements, System Requirements, Software Documentation, Technical Documentation, Data Dictionary, Change Management, Test Planning, System Testing, User Acceptance Testing, Security Management, Agile & Waterfall..., Business Requirements, Game Theory, Risk Analysis, Strategic Negotiations, SDLC, Investment Strategies, Visio
Education
Miami University 1990 — 1994
Bachelor of Science, Finance
Empowered Benefits, LLC January 2014 - Present
Oracle Athletics January 2008 - December 2013
Vanguard November 1999 - August 2007
Bank of America October 1996 - November 1999
Bank of America December 1995 - October 1996
Bank of America June 1994 - December 1995
Skills
Project Planning, Facilitators, Requirements Gathering, Requirements Analysis, Software Requirements, Functional Requirements, System Requirements, Software Documentation, Technical Documentation, Data Dictionary, Change Management, Test Planning, System Testing, User Acceptance Testing, Security Management, Agile & Waterfall..., Business Requirements, Game Theory, Risk Analysis, Strategic Negotiations, SDLC, Investment Strategies, Visio
Education
Miami University 1990 — 1994
Bachelor of Science, Finance
Monica Chance's Vanguard Experience April 2013 - Present
Job Project Administrator in Retail Marketing at Vanguard
Industry Financial Services
Experience
Vanguard April 2013 - Present
Vanguard Group February 2012 - April 2013
Vanguard February 2011 - February 2012
MedStaff Inc June 2008 - January 2011
Garnet Valley School District August 2007 - June 2008
Carroll County Public Schools December 2005 - June 2007
Skills
Recruiting, Employee Benefits, Human Resources, Healthcare, Temporary Placement, Series 63, CRM, Mutual Funds, 401k, Staff Development, Career Counseling, Customer Service, Microsoft Excel, Applicant Tracking..., Management
Education
Villanova University 2012 — 2015
MBA, Marketing and Strategic Management
West Chester University 2008 — 2010
Masters of Arts, History; American History
McDaniel College 2001 — 2005
Bachelor of Arts, History/Secondary Education
Vanguard April 2013 - Present
Vanguard Group February 2012 - April 2013
Vanguard February 2011 - February 2012
MedStaff Inc June 2008 - January 2011
Garnet Valley School District August 2007 - June 2008
Carroll County Public Schools December 2005 - June 2007
Skills
Recruiting, Employee Benefits, Human Resources, Healthcare, Temporary Placement, Series 63, CRM, Mutual Funds, 401k, Staff Development, Career Counseling, Customer Service, Microsoft Excel, Applicant Tracking..., Management
Education
Villanova University 2012 — 2015
MBA, Marketing and Strategic Management
West Chester University 2008 — 2010
Masters of Arts, History; American History
McDaniel College 2001 — 2005
Bachelor of Arts, History/Secondary Education
James Warden James Warden's Vanguard Experience March 2008 - Present
Job Client Relationship Manager at Vanguard
Industry Financial Services
Experience
Vanguard March 2008 - Present
Vanguard October 2000 - March 2008
Merrill Lynch January 1999 - October 2000
Merrill Lynch January 1997 - January 1999
Skills
Employee Benefits, Program Management, Financial Services, Management, Relationship Management, Mutual Funds, Retirement, 401k, Process Improvement, CRM, Risk Management, Investments, Wealth Management
Education
Montclair State University 1986 — 1990
Bachelor of Arts, Economics
Montclair State University
Bachelor of Arts (B.A.), Economics
Montclair State University
Vanguard March 2008 - Present
Vanguard October 2000 - March 2008
Merrill Lynch January 1999 - October 2000
Merrill Lynch January 1997 - January 1999
Skills
Employee Benefits, Program Management, Financial Services, Management, Relationship Management, Mutual Funds, Retirement, 401k, Process Improvement, CRM, Risk Management, Investments, Wealth Management
Education
Montclair State University 1986 — 1990
Bachelor of Arts, Economics
Montclair State University
Bachelor of Arts (B.A.), Economics
Montclair State University
Napoleon Nelson's Vanguard Experience December 2012 - Present
Job Financial Planning & Analysis at Vanguard
Industry Financial Services
Experience
Vanguard December 2012 - Present
G-Entry Principles 2012 - Present
School District of Cheltenham Township December 2011 - Present
Driven Brands / Maaco January 2010 - 2012
Campbell Soup Co April 2007 - June 2009
SEI Investments 2002 - 2005
Skills
Business Strategy, Business Planning, Financial Modeling, Strategy, Financial Analysis, Leadership, Private Equity, Strategic Planning
Education
University of Pennsylvania - The Wharton School 2005 — 2007
Massachusetts Institute of Technology
Vanguard December 2012 - Present
G-Entry Principles 2012 - Present
School District of Cheltenham Township December 2011 - Present
Driven Brands / Maaco January 2010 - 2012
Campbell Soup Co April 2007 - June 2009
SEI Investments 2002 - 2005
Skills
Business Strategy, Business Planning, Financial Modeling, Strategy, Financial Analysis, Leadership, Private Equity, Strategic Planning
Education
University of Pennsylvania - The Wharton School 2005 — 2007
Massachusetts Institute of Technology
Aaron Empie's Vanguard Experience June 2008 - Present
Job Investment Consultant at Vanguard
Industry Financial Services
Experience
Vanguard June 2008 - Present
Integra Telecom June 2007 - June 2008
Skills
Sales, Management, Solution Selling, Direct Sales, Sales Management, New Business Development, Investment Consulting, Asset transfers., Asset Allocation
Education
Michigan State University 1999 — 2003
Vanguard June 2008 - Present
Integra Telecom June 2007 - June 2008
Skills
Sales, Management, Solution Selling, Direct Sales, Sales Management, New Business Development, Investment Consulting, Asset transfers., Asset Allocation
Education
Michigan State University 1999 — 2003
Alyson Wentz's Vanguard Experience May 2013 - Present
Job Writer for Vanguard
Industry Financial Services
Experience
Vanguard May 2013 - Present
The BOSS Group April 2011 - May 2013
Geiger June 2007 - September 2012
Alyson Hendrickson Wentz 1996 - April 2011
Genesis Creative AD July 2004 - November 2006
Skills
Writing, Copy Editing, Proofreading, Sales, Marketing Communications, Customer Relations, Customer Satisfaction, Customer Retention, Research, Interviewing, Teamwork, Teaching/mentoring, Planning, Coordination, Follow-up, Microsoft Office, Social Media Relations, Logo Development, Team Leadership, Listening Skills, Editing, Interviews, Brochures, Social Media Marketing, Customer Service, Corporate Gifts, Time Management
Education
Temple University 1988 — 1990
BA Communications, Jounalism
Montgomery County Community College 1987 — 1988
General Studies, focus on Communication
Vanguard May 2013 - Present
The BOSS Group April 2011 - May 2013
Geiger June 2007 - September 2012
Alyson Hendrickson Wentz 1996 - April 2011
Genesis Creative AD July 2004 - November 2006
Skills
Writing, Copy Editing, Proofreading, Sales, Marketing Communications, Customer Relations, Customer Satisfaction, Customer Retention, Research, Interviewing, Teamwork, Teaching/mentoring, Planning, Coordination, Follow-up, Microsoft Office, Social Media Relations, Logo Development, Team Leadership, Listening Skills, Editing, Interviews, Brochures, Social Media Marketing, Customer Service, Corporate Gifts, Time Management
Education
Temple University 1988 — 1990
BA Communications, Jounalism
Montgomery County Community College 1987 — 1988
General Studies, focus on Communication
Chris Arcuri's Vanguard Experience February 2004 - February 2005
Job Client Services Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2014 - Present
TIAA-CREF December 2008 - June 2014
TIAA-CREF June 2006 - December 2008
TIAA-CREF February 2005 - June 2006
Vanguard February 2004 - February 2005
HSBC January 2000 - January 2004
Liberty Mutual Insurance November 1998 - January 2000
Savings Bank of Utica March 1997 - November 1998
Skills
Series 7, Series 66, Series 63, Series 6, Life & Health Insurance..., Wealth Management, Retirement Planning, Financial Services, Mutual Funds, Investments, Risk Management, Project Management, Retirement, Finance, Insurance, CRM, Banking, Financial Advisory, Investment Strategies, Sales, Relationship Management, Management, Asset Allocation
Education
State University of New York College at Oswego 1994 — 1997
Bachelor of Science in Business Administration, Business Administration and Management, General
Mohawk Valley Community College-Utica Branch 1992 — 1994
Associate in Science Liberal Arts and Science, Liberal Arts and Sciences/Liberal Studies
TIAA-CREF June 2014 - Present
TIAA-CREF December 2008 - June 2014
TIAA-CREF June 2006 - December 2008
TIAA-CREF February 2005 - June 2006
Vanguard February 2004 - February 2005
HSBC January 2000 - January 2004
Liberty Mutual Insurance November 1998 - January 2000
Savings Bank of Utica March 1997 - November 1998
Skills
Series 7, Series 66, Series 63, Series 6, Life & Health Insurance..., Wealth Management, Retirement Planning, Financial Services, Mutual Funds, Investments, Risk Management, Project Management, Retirement, Finance, Insurance, CRM, Banking, Financial Advisory, Investment Strategies, Sales, Relationship Management, Management, Asset Allocation
Education
State University of New York College at Oswego 1994 — 1997
Bachelor of Science in Business Administration, Business Administration and Management, General
Mohawk Valley Community College-Utica Branch 1992 — 1994
Associate in Science Liberal Arts and Science, Liberal Arts and Sciences/Liberal Studies
Ashley Munroe's Vanguard Experience May 2010 - December 2010
Job Client Relationship Associate at Vanguard
Industry Sports
Experience
Vanguard May 2010 - December 2010
Phoenix Coyotes September 2007 - January 2010
India New England September 2006 - July 2007
Nike Bauer Hockey September 2005 - May 2006
Education
MGH Institute of Health Professions 2014 — 2015
RN BSN
University of New Hampshire 2002 — 2006
Vanguard May 2010 - December 2010
Phoenix Coyotes September 2007 - January 2010
India New England September 2006 - July 2007
Nike Bauer Hockey September 2005 - May 2006
Education
MGH Institute of Health Professions 2014 — 2015
RN BSN
University of New Hampshire 2002 — 2006
Dennis Belzer's Vanguard Experience November 2009 - April 2010
Job COBRA Operations Processor at WageWorks
Industry Financial Services
Experience
WageWorks September 2010 - June 2011
Vanguard November 2009 - April 2010
Genworth Financial June 2008 - December 2008
GoldStar Trust Company 1997 - 2008
Colonial Trust Company November 1995 - February 1997
Skills
Banking
Education
American Institute 1994 — 1995
A.A.S
MidAmerica Nazarene University 1978 — 1983
B.A
WageWorks September 2010 - June 2011
Vanguard November 2009 - April 2010
Genworth Financial June 2008 - December 2008
GoldStar Trust Company 1997 - 2008
Colonial Trust Company November 1995 - February 1997
Skills
Banking
Education
American Institute 1994 — 1995
A.A.S
MidAmerica Nazarene University 1978 — 1983
B.A
Ken Stevenson's Vanguard Experience 2008 - 2012
Job
Industry Commercial Real Estate
Experience
M&T Bank 2013 - Present
BrownStone Capital Group 2012 - 2013
Vanguard 2008 - 2012
SunTrust Bank 2006 - 2008
Lehman Brothers 1996 - 2006
Standard & Poor's 1991 - 1996
Skills
CMBS, Loan Origination, Underwriting, Credit Analysis, Securitization, Buy-side, Valuation, Structuring, Real Estate Finance, Risk Management, Asset Management, Credit Risk, Due Diligence, Loss Mitigation, Investment Banking, Asset Managment, Real Estate Economics, Financial Structuring, Alternative Investments, Banking, Bloomberg, Bonds, Capital Markets, Commercial Lending, Commercial Mortgages, Commercial Real Estate, Credit, Derivatives, Equities, Disposition, Finance, Financial Analysis, Financial Modeling, Financial Services, Fixed Income, Hedge Funds, Investment Management, Investments, Leveraged Finance, Mezzanine, Loans, Mortgage Lending, Portfolio Management, Private Equity, Real Estate, Real Estate Financing, Securities, Structured Finance
Education
Massachusetts Institute of Technology 1989 — 1991
MS, Real Estate/Urban Planning
M&T Bank 2013 - Present
BrownStone Capital Group 2012 - 2013
Vanguard 2008 - 2012
SunTrust Bank 2006 - 2008
Lehman Brothers 1996 - 2006
Standard & Poor's 1991 - 1996
Skills
CMBS, Loan Origination, Underwriting, Credit Analysis, Securitization, Buy-side, Valuation, Structuring, Real Estate Finance, Risk Management, Asset Management, Credit Risk, Due Diligence, Loss Mitigation, Investment Banking, Asset Managment, Real Estate Economics, Financial Structuring, Alternative Investments, Banking, Bloomberg, Bonds, Capital Markets, Commercial Lending, Commercial Mortgages, Commercial Real Estate, Credit, Derivatives, Equities, Disposition, Finance, Financial Analysis, Financial Modeling, Financial Services, Fixed Income, Hedge Funds, Investment Management, Investments, Leveraged Finance, Mezzanine, Loans, Mortgage Lending, Portfolio Management, Private Equity, Real Estate, Real Estate Financing, Securities, Structured Finance
Education
Massachusetts Institute of Technology 1989 — 1991
MS, Real Estate/Urban Planning
Kelly Weber Jackson's Vanguard Experience 2000 - Present
Job Manager, Communications Consulting
Industry Financial Services
Experience
The Vanguard Group 2000 - Present
Vanguard 2000 - Present
Education
Villanova University 2002 — 2006
MBA, Marketing
Miami University 1991 — 1995
Bachelor of Arts, Speech Communications
The Vanguard Group 2000 - Present
Vanguard 2000 - Present
Education
Villanova University 2002 — 2006
MBA, Marketing
Miami University 1991 — 1995
Bachelor of Arts, Speech Communications
Tom Cosgrove's Vanguard Experience April 2001 - Present
Job IT Officer at Vanguard
Industry Financial Services
Experience
Vanguard April 2001 - Present
Lockheed Martin 1999 - 2001
GE July 1980 - July 1982
Skills
IT Management, Disaster Recovery, Business Analysis, SDLC, Process Improvement
Education
Purdue University - Krannert School of Management 1985 — 1987
MS, Industrial Administration
Massachusetts Institute of Technology - Sloan School of Management 1976 — 1980
BS, Management Science
Vanguard April 2001 - Present
Lockheed Martin 1999 - 2001
GE July 1980 - July 1982
Skills
IT Management, Disaster Recovery, Business Analysis, SDLC, Process Improvement
Education
Purdue University - Krannert School of Management 1985 — 1987
MS, Industrial Administration
Massachusetts Institute of Technology - Sloan School of Management 1976 — 1980
BS, Management Science
Andrea (Borek) Pederzani PsyD, MBA's Vanguard Experience 2006 - Present
Job Owner at Ascend Leadership & Talent Consulting
Industry Human Resources
Experience
Ascend Leadership & Talent Consulting March 2013 - Present
Vanguard 2006 - Present
Skills
Leadership Development, Talent Acquisition, Coaching, Psychology, Human Resources, Management Consulting, Employee Engagement, Staff Development, Conflict Resolution, Team Building, Recruiting, Organizational Design, Project Management, Workshop Facilitation
Education
Widener University 2001 — 2006
PsyD/MBA, Clinical & Organizational Psychology and Business
Marywood University 1999 — 2001
MA, Psychology
Penn State University 1995 — 1999
BA, Psychology
Ascend Leadership & Talent Consulting March 2013 - Present
Vanguard 2006 - Present
Skills
Leadership Development, Talent Acquisition, Coaching, Psychology, Human Resources, Management Consulting, Employee Engagement, Staff Development, Conflict Resolution, Team Building, Recruiting, Organizational Design, Project Management, Workshop Facilitation
Education
Widener University 2001 — 2006
PsyD/MBA, Clinical & Organizational Psychology and Business
Marywood University 1999 — 2001
MA, Psychology
Penn State University 1995 — 1999
BA, Psychology
Ben Trites's Vanguard Experience April 2013 - August 2014
Job Senior Community Operations Manager at Uber
Industry Internet
Experience
Uber July 2015 - Present
Uber November 2014 - July 2015
Vanguard April 2013 - August 2014
The Vanguard Group November 2007 - March 2013
Radisson Plaza VII Hotel June 2000 - July 2007
Skills
Series 24, Leadership, Creative Strategy, Operations Management, Thought Leadership, Strategic Vision, Series 7, Mutual Funds, Series 63, Investments, Relationship Management, Financial Services, Asset Allocation, Series 6, Customer Service, Finance, Management, Process Improvement, Financial Analysis, Project Management
Education
Metropolitan State University
Finance
Uber July 2015 - Present
Uber November 2014 - July 2015
Vanguard April 2013 - August 2014
The Vanguard Group November 2007 - March 2013
Radisson Plaza VII Hotel June 2000 - July 2007
Skills
Series 24, Leadership, Creative Strategy, Operations Management, Thought Leadership, Strategic Vision, Series 7, Mutual Funds, Series 63, Investments, Relationship Management, Financial Services, Asset Allocation, Series 6, Customer Service, Finance, Management, Process Improvement, Financial Analysis, Project Management
Education
Metropolitan State University
Finance
Jennifer Case's Vanguard Experience September 1996 - January 1998
Job Founder and Board Member at Cradles to Crayons Philadelphia
Industry Nonprofit Organization Management
Experience
Cradles to Crayons, Philadelphia February 2006 - Present
Vanguard September 1996 - January 1998
Time Warner Inc. August 1989 - June 1996
Skills
Non-profits, Nonprofits, Volunteer Management, Public Speaking, Fundraising, Social Media, Community Outreach, Event Planning, Strategic Planning, Marketing Strategy, Integrated Marketing..., Strategic Partnerships, New Business Development
Education
Amos Tuck @ Dartmouth 1987 — 1989
MBA, Marketing/Marketing Management, General
Middlebury College 1980 — 1984
BA, Political Science
Cradles to Crayons, Philadelphia February 2006 - Present
Vanguard September 1996 - January 1998
Time Warner Inc. August 1989 - June 1996
Skills
Non-profits, Nonprofits, Volunteer Management, Public Speaking, Fundraising, Social Media, Community Outreach, Event Planning, Strategic Planning, Marketing Strategy, Integrated Marketing..., Strategic Partnerships, New Business Development
Education
Amos Tuck @ Dartmouth 1987 — 1989
MBA, Marketing/Marketing Management, General
Middlebury College 1980 — 1984
BA, Political Science
Steve Xia, Ph.D., CFA's Vanguard Experience 2005 - 2013
Job Principal Quant at Fidelity Investments
Industry Investment Management
Experience
Brandeis University 2015 - Present
Fidelity Investments 2013 - Present
Penn State University 2011 - 2013
Vanguard 2005 - 2013
Collegium Charter School 2010 - 2012
John Hancock Financial Services 2003 - 2005
GE Global Research 2001 - 2003
Skills
Global Asset Allocation, Quantitative Modeling, Investment Strategies, Corporate bonds, asset-liability..., emerging market bond, municipal bond, Alpha Generation, Relative Value Trading, Long/Short Strategies, Asset Allocation, Bonds, Commodity, Emerging Markets, Credit, Corporates, Portfolio Management, Investment Management, Hedge Funds, Finance, Financial Modeling, Mutual Funds, Investments, Fixed Income, Strategy, Risk Management, Derivatives
Education
Massachusetts Institute of Technology
Ph.D.
Massachusetts Institute of Technology - Sloan School of Management
Certificate
Brandeis University 2015 - Present
Fidelity Investments 2013 - Present
Penn State University 2011 - 2013
Vanguard 2005 - 2013
Collegium Charter School 2010 - 2012
John Hancock Financial Services 2003 - 2005
GE Global Research 2001 - 2003
Skills
Global Asset Allocation, Quantitative Modeling, Investment Strategies, Corporate bonds, asset-liability..., emerging market bond, municipal bond, Alpha Generation, Relative Value Trading, Long/Short Strategies, Asset Allocation, Bonds, Commodity, Emerging Markets, Credit, Corporates, Portfolio Management, Investment Management, Hedge Funds, Finance, Financial Modeling, Mutual Funds, Investments, Fixed Income, Strategy, Risk Management, Derivatives
Education
Massachusetts Institute of Technology
Ph.D.
Massachusetts Institute of Technology - Sloan School of Management
Certificate
Denyse Drennan's Vanguard Experience January 2015 - Present
Job Concierge Services | Project Administrator at Vanguard
Industry Financial Services
Experience
Vanguard January 2015 - Present
Vanguard April 2001 - Present
Silpada November 2012 - November 2014
Vanguard September 2002 - December 2005
Vanguard April 2001 - August 2002
Skills
Customer Service &..., Problem Solving, Development of..., Supervising Others, Working..., General..., General/Executive..., Supporting an entire..., Legal Liaison between..., Marketing, Business Development, Financial Services, Customer Service, SharePoint, Marketing Communications, Finance, Management, Banking, Project Management, Market Research, Sales, Training, Leadership, Process Improvement
Education
Montgomery County Community College 2012 — 2014
Undergraduate, Marketing
Vanguard January 2015 - Present
Vanguard April 2001 - Present
Silpada November 2012 - November 2014
Vanguard September 2002 - December 2005
Vanguard April 2001 - August 2002
Skills
Customer Service &..., Problem Solving, Development of..., Supervising Others, Working..., General..., General/Executive..., Supporting an entire..., Legal Liaison between..., Marketing, Business Development, Financial Services, Customer Service, SharePoint, Marketing Communications, Finance, Management, Banking, Project Management, Market Research, Sales, Training, Leadership, Process Improvement
Education
Montgomery County Community College 2012 — 2014
Undergraduate, Marketing
Amber Conger's Vanguard Experience 2006 - 2007
Job Public Relations Manager at State of Montana
Industry Public Relations and Communications
Experience
State of Montana March 2014 - Present
Creative Management Group March 2009 - Present
State of Montana April 2012 - March 2014
Great West Engineering October 2010 - March 2011
Boulder Monitor May 2010 - March 2011
Vanguard 2006 - 2007
Skills
Public Relations, Social Media, Editing, Social Media Marketing, Marketing Communications, Public Speaking, Writing, Journalism, Spokesperson, Marketing..., Strategic Planning, Marketing Strategy, Online Marketing, Event Management, Event Planning, Advertising, Graphic Design, Graphics Layout, RFP, Strategic Communications, Community Engagement, Social Marketing, Leadership, Project Management, Website Updating, Marketing, Media Relations, Facebook, Press Releases, Publicity, Email Marketing, Writing Policies and..., Marketing Event Planning, Online Advertising, Social Media ROI, Strategic Public..., Public Affairs, Special Events, Marketing Management, Newsletters, Digital Marketing, Digital Strategy, Social Media...
Education
Montana State University-Billings
Bachelor of Science (BS), Public Relations, Advertising, and Applied Communication
Montana State University-Bozeman 2002 — 2005
English
State of Montana March 2014 - Present
Creative Management Group March 2009 - Present
State of Montana April 2012 - March 2014
Great West Engineering October 2010 - March 2011
Boulder Monitor May 2010 - March 2011
Vanguard 2006 - 2007
Skills
Public Relations, Social Media, Editing, Social Media Marketing, Marketing Communications, Public Speaking, Writing, Journalism, Spokesperson, Marketing..., Strategic Planning, Marketing Strategy, Online Marketing, Event Management, Event Planning, Advertising, Graphic Design, Graphics Layout, RFP, Strategic Communications, Community Engagement, Social Marketing, Leadership, Project Management, Website Updating, Marketing, Media Relations, Facebook, Press Releases, Publicity, Email Marketing, Writing Policies and..., Marketing Event Planning, Online Advertising, Social Media ROI, Strategic Public..., Public Affairs, Special Events, Marketing Management, Newsletters, Digital Marketing, Digital Strategy, Social Media...
Education
Montana State University-Billings
Bachelor of Science (BS), Public Relations, Advertising, and Applied Communication
Montana State University-Bozeman 2002 — 2005
English
Charity Pogue's Vanguard Experience February 2008 - Present
Job Administrative Assistant at Vanguard
Industry Investment Banking
Experience
Vanguard February 2008 - Present
Discover Card May 1995 - February 2008
Discover Card 1995 - 2008
Skills
PowerPoint, Customer Service, Microsoft Excel, Microsoft Office
Education
Mesa Community College
Vanguard February 2008 - Present
Discover Card May 1995 - February 2008
Discover Card 1995 - 2008
Skills
PowerPoint, Customer Service, Microsoft Excel, Microsoft Office
Education
Mesa Community College
Jeff Totman's Vanguard Experience 2000 - 2001
Job Retired
Industry Semiconductors
Experience
ASM America 2013 - Present
ASM America November 2012 - Present
ASM America 2012 - Present
ASM America May 2015 - May 2015
Atotech USA July 2010 - September 2012
ASM 2005 - 2009
Micro Component Technology (MCT) 2001 - 2004
Vanguard 2000 - 2001
Motorola 1985 - 2000
Skills
Semiconductors, Automation, Field Service, Semiconductor Industry, Metrology, SPC, Electronics, Design of Experiments, Thin Films, Manufacturing, Robotics, Engineering Management, Silicon, Product Engineering, Failure Analysis, Engineering, Troubleshooting, Testing, Six Sigma
Education
Mesa Community College 1978 — 1984
none, Manufacturing Engineering
Arizona National Tool & Die 1976 — 1980
Tool & Die Maker / Plastic Injection
ASM America 2013 - Present
ASM America November 2012 - Present
ASM America 2012 - Present
ASM America May 2015 - May 2015
Atotech USA July 2010 - September 2012
ASM 2005 - 2009
Micro Component Technology (MCT) 2001 - 2004
Vanguard 2000 - 2001
Motorola 1985 - 2000
Skills
Semiconductors, Automation, Field Service, Semiconductor Industry, Metrology, SPC, Electronics, Design of Experiments, Thin Films, Manufacturing, Robotics, Engineering Management, Silicon, Product Engineering, Failure Analysis, Engineering, Troubleshooting, Testing, Six Sigma
Education
Mesa Community College 1978 — 1984
none, Manufacturing Engineering
Arizona National Tool & Die 1976 — 1980
Tool & Die Maker / Plastic Injection
Brian Carlin's Vanguard Experience June 2012 - August 2015
Job Financial Services Professional
Industry Financial Services
Experience
Vanguard June 2012 - August 2015
Vanguard July 2014 - May 2015
Vanguard March 2010 - June 2012
The Vanguard Group August 2007 - March 2010
Skills
Series 63, Mutual Funds, Series 7, Series 6, Investments, Retirement Planning, Asset Allocation, Retirement, Wealth Management, Financial Services, 401k, Portfolio Management, Securities, Strategic Financial..., Relationship Management, Financial Analysis, Asset Management
Education
Weatherhead School of Management at Case Western Reserve University 2006 — 2007
M.S., Management
Michigan State University 2002 — 2006
B.A., Interdisciplinary Humanities
Vanguard June 2012 - August 2015
Vanguard July 2014 - May 2015
Vanguard March 2010 - June 2012
The Vanguard Group August 2007 - March 2010
Skills
Series 63, Mutual Funds, Series 7, Series 6, Investments, Retirement Planning, Asset Allocation, Retirement, Wealth Management, Financial Services, 401k, Portfolio Management, Securities, Strategic Financial..., Relationship Management, Financial Analysis, Asset Management
Education
Weatherhead School of Management at Case Western Reserve University 2006 — 2007
M.S., Management
Michigan State University 2002 — 2006
B.A., Interdisciplinary Humanities
Ahsan Latif's Vanguard Experience April 2010 - Present
Job Line Manager at Vanguard
Industry Financial Services
Experience
Vanguard April 2010 - Present
Vanguard March 2009 - April 2010
Vanguard November 2007 - March 2009
Vanguard October 2000 - December 2003
Skills
Mutual Funds, Risk Management, Process Improvement, Series 63, Financial Services, Relationship Management, Series 6, Investments, Equities, Asset Allocation, Financial Analysis, Project Management, 401k, Business Analysis, Securities
Education
McDaniel College 1995 — 1999
Bachelor's, Economics
Maple Leaf
Vanguard April 2010 - Present
Vanguard March 2009 - April 2010
Vanguard November 2007 - March 2009
Vanguard October 2000 - December 2003
Skills
Mutual Funds, Risk Management, Process Improvement, Series 63, Financial Services, Relationship Management, Series 6, Investments, Equities, Asset Allocation, Financial Analysis, Project Management, 401k, Business Analysis, Securities
Education
McDaniel College 1995 — 1999
Bachelor's, Economics
Maple Leaf
Michael Wallin's Vanguard Experience March 2010 - January 2012
Job Physician Assistant Student at Grand Valley State University
Industry Financial Services
Experience
Grand Valley State University August 2013 - May 2015
MAW Moving 2015 - 2015
MAW Moving 2015 - 2015
Carolinas Healthcare System December 2011 - December 2012
Vanguard March 2010 - January 2012
Bank of America February 2008 - December 2008
Deloitte & Touche September 2006 - January 2008
MAW Aviation Supply September 2002 - May 2005
University Moving & Storage 1997 - 2001
Skills
Financial Analysis, Healthcare Industry, Big 4, Forecasting, Budgeting, Microsoft Excel, Excel, E-commerce, Accounting, Financial Reporting, Financial Modeling, Corporate Finance, Supply Chain, Supply Chain Management, Budget Management, Budget Process, Auditing, Financial Planning, Investments, Financial Statements, Financial Markets, Data Analysis, SAP, Data Mining, Strategic Planning, Access, Business Strategy, Strategy, Inventory Management, Analytics, PowerPoint, JavaScript, Banking, Investment Banking, HTML, GAAP
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2006
Masters
Miami University 1997 — 2001
BA
East Grand Rapids High School
Grand Valley State University August 2013 - May 2015
MAW Moving 2015 - 2015
MAW Moving 2015 - 2015
Carolinas Healthcare System December 2011 - December 2012
Vanguard March 2010 - January 2012
Bank of America February 2008 - December 2008
Deloitte & Touche September 2006 - January 2008
MAW Aviation Supply September 2002 - May 2005
University Moving & Storage 1997 - 2001
Skills
Financial Analysis, Healthcare Industry, Big 4, Forecasting, Budgeting, Microsoft Excel, Excel, E-commerce, Accounting, Financial Reporting, Financial Modeling, Corporate Finance, Supply Chain, Supply Chain Management, Budget Management, Budget Process, Auditing, Financial Planning, Investments, Financial Statements, Financial Markets, Data Analysis, SAP, Data Mining, Strategic Planning, Access, Business Strategy, Strategy, Inventory Management, Analytics, PowerPoint, JavaScript, Banking, Investment Banking, HTML, GAAP
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2006
Masters
Miami University 1997 — 2001
BA
East Grand Rapids High School
Travina Howell's Vanguard Experience September 2013 - Present
Job Student at University of Phoenix, Fixed Income Trader
Industry Financial Services
Experience
Vanguard September 2013 - Present
Vanguard August 2011 - September 2013
Charles Schwab 2006 - 2009
Skills
Bloomberg, Financial Analysis, Fixed Income, Investments, Mutual Funds, Series 63, Microsoft Office, Microsoft Excel, Microsoft Word, Banking, Finance, Portfolio Management, Series 7, Trading, Asset Allocation, Financial Services, Customer Service
Education
University of Phoenix 2011 — 2014
Bachelors in Business Science, Finance
Mesa Community College 2008 — 2010
General Studies
Vanguard September 2013 - Present
Vanguard August 2011 - September 2013
Charles Schwab 2006 - 2009
Skills
Bloomberg, Financial Analysis, Fixed Income, Investments, Mutual Funds, Series 63, Microsoft Office, Microsoft Excel, Microsoft Word, Banking, Finance, Portfolio Management, Series 7, Trading, Asset Allocation, Financial Services, Customer Service
Education
University of Phoenix 2011 — 2014
Bachelors in Business Science, Finance
Mesa Community College 2008 — 2010
General Studies
Janis Riccardelli's Vanguard Experience February 2006 - Present
Job Service Administrator at Vanguard
Industry Financial Services
Experience
Vanguard February 2006 - Present
SEPTA May 1990 - October 2002
US Army Reserves March 1981 - March 1987
Skills
Customer Service, Management, Investments, Series 63, Mutual Funds, Financial Services, Series 6, Contingency, Risk Assessment, Information Security, Physical Security, Controls Testing and..., Product Management, Process Improvement, Leadership
Education
Misericordia University 1978 — 1983
Bachelor of Arts (BA), Liberal Studies/History
Misericordia University 1978 — 1983
Bachelor's degree, Liberal Studies and History
Vanguard February 2006 - Present
SEPTA May 1990 - October 2002
US Army Reserves March 1981 - March 1987
Skills
Customer Service, Management, Investments, Series 63, Mutual Funds, Financial Services, Series 6, Contingency, Risk Assessment, Information Security, Physical Security, Controls Testing and..., Product Management, Process Improvement, Leadership
Education
Misericordia University 1978 — 1983
Bachelor of Arts (BA), Liberal Studies/History
Misericordia University 1978 — 1983
Bachelor's degree, Liberal Studies and History
Melanie Gumerman, CFP (R), CTFA's Vanguard Experience April 2013 - Present
Job Client Relationship Administrator, Investment Administrator, Ultra High Net Worth
Industry Financial Services
Experience
Vanguard April 2013 - Present
Vanguard August 2011 - April 2013
Wells Fargo Family Wealth/Wachovia March 2007 - August 2011
Skills
Trust Services, Wealth Management..., High Net Worth..., Private Banking, Trust Management, Estate Planning, CFP (R), Investments, Financial Services, Investment Advisory, Mutual Funds, Banking, Wealth Management, Asset Allocation, Asset Management, Portfolio Management, Retirement Planning, CTFA
Education
Michigan State University
Northwestern University
Bachelor's Degree
Vanguard April 2013 - Present
Vanguard August 2011 - April 2013
Wells Fargo Family Wealth/Wachovia March 2007 - August 2011
Skills
Trust Services, Wealth Management..., High Net Worth..., Private Banking, Trust Management, Estate Planning, CFP (R), Investments, Financial Services, Investment Advisory, Mutual Funds, Banking, Wealth Management, Asset Allocation, Asset Management, Portfolio Management, Retirement Planning, CTFA
Education
Michigan State University
Northwestern University
Bachelor's Degree
Jeffrey Rehfuss's Vanguard Experience September 2000 - August 2005
Job Manager, Business Management Services, TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2005 - Present
Vanguard September 2000 - August 2005
Bank of America September 1994 - September 2000
Skills
Human Resources, Risk Management, Change Management, Business Analysis, Process Improvement, Technical Recruiting, Portfolio Management, Management, SDLC, Talent Acquisition, Employee Relations, Financial Services, Performance Management, Vendor Management, Program Management, Internet Recruiting, Talent Management, ITIL, PMP, Applicant Tracking..., Onboarding, Resource Allocation, Resource Management, Recruiting, College Recruiting, Benefits Negotiation, Temporary Placement, CRM, Outsourcing, Information Technology, Screening Resumes, Contract Recruitment
Education
Miami University 1985 — 1989
Bachelor of Arts, Political Science / English
TIAA-CREF August 2005 - Present
Vanguard September 2000 - August 2005
Bank of America September 1994 - September 2000
Skills
Human Resources, Risk Management, Change Management, Business Analysis, Process Improvement, Technical Recruiting, Portfolio Management, Management, SDLC, Talent Acquisition, Employee Relations, Financial Services, Performance Management, Vendor Management, Program Management, Internet Recruiting, Talent Management, ITIL, PMP, Applicant Tracking..., Onboarding, Resource Allocation, Resource Management, Recruiting, College Recruiting, Benefits Negotiation, Temporary Placement, CRM, Outsourcing, Information Technology, Screening Resumes, Contract Recruitment
Education
Miami University 1985 — 1989
Bachelor of Arts, Political Science / English
Torre Swanson's Vanguard Experience August 2014 - Present
Job Junior Investment Analyst at Vanguard
Industry Financial Services
Experience
Vanguard August 2014 - Present
Vanguard July 2013 - August 2014
PwC August 2012 - June 2013
PwC June 2011 - August 2011
J Moore Partners June 2010 - August 2010
CFO-for-hire June 2009 - July 2009
Skills
Financial Modeling, Business Planning, Financial Analysis, Forecasting, Accounting
Education
Massachusetts Institute of Technology 2008 — 2012
Management Science, Economics, Finance
Foothill High School 2004 — 2008
Vanguard August 2014 - Present
Vanguard July 2013 - August 2014
PwC August 2012 - June 2013
PwC June 2011 - August 2011
J Moore Partners June 2010 - August 2010
CFO-for-hire June 2009 - July 2009
Skills
Financial Modeling, Business Planning, Financial Analysis, Forecasting, Accounting
Education
Massachusetts Institute of Technology 2008 — 2012
Management Science, Economics, Finance
Foothill High School 2004 — 2008
Dave DiDesidero's Vanguard Experience February 1998 - September 2002
Job MUTUAL FUNDS/IRA'S TRADE DESK SPECIALIST at BNYMELLON
Industry Banking
Experience
BNY-MELLON December 2013 - Present
BNY-Mellon March 2011 - Present
Yuxi Pacific- King of Prussia, PA August 2009 - Present
Conestoga Bank July 2007 - August 2009
Conestoga Bank 2007 - 2009
Delaware Valley Financial Services September 2002 - July 2007
Vanguard February 1998 - September 2002
Commonweath Bank 1992 - 1995
Skills
Banking, Sales, Marketing, Analysis, Customer Service, Employee Benefits, Mutual Funds, Customer Retention, SaaS, Accounting, Call Centers, Auditing
Education
Montgomery County Community College 1990 — 1992
Business Management Major
BNY-MELLON December 2013 - Present
BNY-Mellon March 2011 - Present
Yuxi Pacific- King of Prussia, PA August 2009 - Present
Conestoga Bank July 2007 - August 2009
Conestoga Bank 2007 - 2009
Delaware Valley Financial Services September 2002 - July 2007
Vanguard February 1998 - September 2002
Commonweath Bank 1992 - 1995
Skills
Banking, Sales, Marketing, Analysis, Customer Service, Employee Benefits, Mutual Funds, Customer Retention, SaaS, Accounting, Call Centers, Auditing
Education
Montgomery County Community College 1990 — 1992
Business Management Major
Louis Stradling's Vanguard Experience December 2013 - June 2015
Job Series 7 and 66 licensed professional. Interested in Real Estate, Investing, and Entrepreneurship. Seeking mentors.
Industry Financial Services
Experience
Merrill Edge June 2015 - Present
Vanguard December 2013 - June 2015
Beehive Federal Credit Union June 2013 - December 2013
Syringa Wireless, LLC September 2012 - March 2013
Desert Schools Federal Credit Union September 2011 - May 2012
Desert Schools Federal Credit Union January 2010 - August 2011
The Church of Jesus Christ of Latter-day Saints November 2007 - November 2009
Century Marine June 2006 - November 2007
PC Services, Inc October 2003 - May 2004
Skills
Banking, Sales, Credit, Microsoft Excel, Credit Unions, Deposits, Loans, IRAs, Time Management, Portfolio Management, Investments, CRM, Financial Analysis, Checking, IRA's, Customer Oriented, Capsim, Spanish-speaking, Spanish-English, Inspiring People, Series 7, Finance, Customer Service, Mutual Funds, Series 63, Wealth Management, Financial Services, Consumer Lending
Education
BYU-Idaho 2012 — 2014
Bachelor of Science (B.S.), Business Management, 3.49
Scottsdale Community College 2010 — 2012
Associate's degree, Business/Commerce, General, 3.67
Mesa Community College 2006 — 2007
General Studies/Business
Mountain View High School 2004 — 2006
High School Diploma, General Education
Merrill Edge June 2015 - Present
Vanguard December 2013 - June 2015
Beehive Federal Credit Union June 2013 - December 2013
Syringa Wireless, LLC September 2012 - March 2013
Desert Schools Federal Credit Union September 2011 - May 2012
Desert Schools Federal Credit Union January 2010 - August 2011
The Church of Jesus Christ of Latter-day Saints November 2007 - November 2009
Century Marine June 2006 - November 2007
PC Services, Inc October 2003 - May 2004
Skills
Banking, Sales, Credit, Microsoft Excel, Credit Unions, Deposits, Loans, IRAs, Time Management, Portfolio Management, Investments, CRM, Financial Analysis, Checking, IRA's, Customer Oriented, Capsim, Spanish-speaking, Spanish-English, Inspiring People, Series 7, Finance, Customer Service, Mutual Funds, Series 63, Wealth Management, Financial Services, Consumer Lending
Education
BYU-Idaho 2012 — 2014
Bachelor of Science (B.S.), Business Management, 3.49
Scottsdale Community College 2010 — 2012
Associate's degree, Business/Commerce, General, 3.67
Mesa Community College 2006 — 2007
General Studies/Business
Mountain View High School 2004 — 2006
High School Diploma, General Education
Gerald Wilmer's Vanguard Experience January 2014 - Present
Job Project Administrator at Vanguard
Industry Financial Services
Experience
Vanguard January 2014 - Present
Vanguard July 2003 - April 2006
Vanguard July 2002 - July 2003
Vanguard July 2000 - July 2002
Vanguard March 1999 - July 2000
Vanguard March 1997 - March 1999
Skills
Business Communications, Knowledge Management, Content Management, Writing and Editing, Project Management, Process Improvement, Microsoft SharePoint, Microsoft Excel, PowerPoint, Microsoft Word, Video Production, Tableau, iMovie, Dreamweaver
Education
West Chester University of Pennsylvania 1988 — 1990
Bachelor’s Degree, Business Mangagement
Montgomery County Community College 1985 — 1987
Associate’s Degree, Business Administration and Management, General
Vanguard January 2014 - Present
Vanguard July 2003 - April 2006
Vanguard July 2002 - July 2003
Vanguard July 2000 - July 2002
Vanguard March 1999 - July 2000
Vanguard March 1997 - March 1999
Skills
Business Communications, Knowledge Management, Content Management, Writing and Editing, Project Management, Process Improvement, Microsoft SharePoint, Microsoft Excel, PowerPoint, Microsoft Word, Video Production, Tableau, iMovie, Dreamweaver
Education
West Chester University of Pennsylvania 1988 — 1990
Bachelor’s Degree, Business Mangagement
Montgomery County Community College 1985 — 1987
Associate’s Degree, Business Administration and Management, General
Tracey Tatnall's Vanguard Experience September 2010 - Present
Job Retail Director/Marketing Coordinator at Vanguard
Industry Financial Services
Experience
Vanguard September 2010 - Present
Sodexo @Vanguard Chesterfield September 2006 - September 2010
Sodexo @ Vanguard August 2004 - September 2006
Skills
Customer Relations, Marketing Strategy
Education
Marywood University 1987 — 1991
Bachelor's degree, Hotel, Motel, and Restaurant Management
Vanguard September 2010 - Present
Sodexo @Vanguard Chesterfield September 2006 - September 2010
Sodexo @ Vanguard August 2004 - September 2006
Skills
Customer Relations, Marketing Strategy
Education
Marywood University 1987 — 1991
Bachelor's degree, Hotel, Motel, and Restaurant Management
Amy Pellicone's Vanguard Experience June 1997 - February 2011
Job Select Advisor Network Client Services at SEI
Industry Financial Services
Experience
SEI December 2011 - Present
JB Productions April 2009 - December 2011
Metro Bank March 2011 - November 2011
Vanguard June 1997 - February 2011
Skills
Outstanding Customer..., Multitasker, ERISA, Finance, Banking, Investment Banking, Human Resources, Payroll, Project Management, Process Improvement, 401k, 401k Rollovers, Form 5500, Supervisory Skills, Management, Financial Services, Financial Analysis, Portfolio Management
Education
Montgomery County Community College 1995 — 1997
Business Management, Business
SEI December 2011 - Present
JB Productions April 2009 - December 2011
Metro Bank March 2011 - November 2011
Vanguard June 1997 - February 2011
Skills
Outstanding Customer..., Multitasker, ERISA, Finance, Banking, Investment Banking, Human Resources, Payroll, Project Management, Process Improvement, 401k, 401k Rollovers, Form 5500, Supervisory Skills, Management, Financial Services, Financial Analysis, Portfolio Management
Education
Montgomery County Community College 1995 — 1997
Business Management, Business
Afiya Alexander-Brown's Vanguard Experience 2015 - 2015
Job HR Administrative Associate
Industry Human Resources
Experience
Randstad USA April 2015 - Present
Mastery Charter Schools August 2014 - April 2015
Vanguard 2015 - 2015
Mastery Charter Schools September 2013 - August 2014
ECFMG 2007 - 2013
ECFMG 2005 - 2007
Skills
Project Management, Time Management, Customer Service, Microsoft Office, Expenses, Schedules, Payroll, Event Planning, Recruiting, Event Management, Public Speaking, Team Building, Administrative..., Process Scheduler, Fundraising, Employee Training, Editing, Coaching, Social Networking, Non-profits, Program Management, Volunteer Management, Higher Education, Staff Development, Teaching, Nonprofits, Management, Leadership, Community Outreach, Public Relations, Social Media, Talent Management, Interviews, Strategic Planning, Change Management, Program Development, Curriculum Design, Curriculum Development, Hiring, Outlook, Budgets, Data Analysis, Data Entry, Human Resources, Employee Relations, Leadership Development, Microsoft Excel, Microsoft Word, Policy, PowerPoint
Education
Western Governors University 2014 — 2016
Master of Science (MSc), Management and Leadership
Drexel University - Goodwin College 2012 — 2013
Project Management Certification, Project Management, Adult Continuing Education
Rockhurst University 2008 — 2008
Certificate of Continuing Education, How to be a Super Communicator
Online Consulting 2006 — 2006
Certificate, Visio
Monroe College 1999 — 2003
Bachelor of Business Administration (BBA), Business Administration and Management, General
Drexel University - Goodwin College
Career Development
Monroe College-New Rochelle
Associate of Science (A.S.), Business Administration and Management, General
Randstad USA April 2015 - Present
Mastery Charter Schools August 2014 - April 2015
Vanguard 2015 - 2015
Mastery Charter Schools September 2013 - August 2014
ECFMG 2007 - 2013
ECFMG 2005 - 2007
Skills
Project Management, Time Management, Customer Service, Microsoft Office, Expenses, Schedules, Payroll, Event Planning, Recruiting, Event Management, Public Speaking, Team Building, Administrative..., Process Scheduler, Fundraising, Employee Training, Editing, Coaching, Social Networking, Non-profits, Program Management, Volunteer Management, Higher Education, Staff Development, Teaching, Nonprofits, Management, Leadership, Community Outreach, Public Relations, Social Media, Talent Management, Interviews, Strategic Planning, Change Management, Program Development, Curriculum Design, Curriculum Development, Hiring, Outlook, Budgets, Data Analysis, Data Entry, Human Resources, Employee Relations, Leadership Development, Microsoft Excel, Microsoft Word, Policy, PowerPoint
Education
Western Governors University 2014 — 2016
Master of Science (MSc), Management and Leadership
Drexel University - Goodwin College 2012 — 2013
Project Management Certification, Project Management, Adult Continuing Education
Rockhurst University 2008 — 2008
Certificate of Continuing Education, How to be a Super Communicator
Online Consulting 2006 — 2006
Certificate, Visio
Monroe College 1999 — 2003
Bachelor of Business Administration (BBA), Business Administration and Management, General
Drexel University - Goodwin College
Career Development
Monroe College-New Rochelle
Associate of Science (A.S.), Business Administration and Management, General
Ronald Cannon's Vanguard Experience January 1985 - January 1990
Job Chief Loafer at RETIRED
Industry Insurance
Experience
RETIRED December 2011 - Present
Ash Brokerage January 2009 - Present
Delta Financial Associates January 1990 - January 2008
Vanguard January 1985 - January 1990
Skills
Unix, MySQL, Java, JavaScript, C, Troubleshooting, SQL, Linux, Oracle, PHP, Microsoft SQL Server, C++, HTML, Web Development, Visual Basic, Virtualization, Programming, Device Drivers, ASP
Education
Mississippi State University 1965 — 1969
BS Business Administration, Business Administration and Management, General
RETIRED December 2011 - Present
Ash Brokerage January 2009 - Present
Delta Financial Associates January 1990 - January 2008
Vanguard January 1985 - January 1990
Skills
Unix, MySQL, Java, JavaScript, C, Troubleshooting, SQL, Linux, Oracle, PHP, Microsoft SQL Server, C++, HTML, Web Development, Visual Basic, Virtualization, Programming, Device Drivers, ASP
Education
Mississippi State University 1965 — 1969
BS Business Administration, Business Administration and Management, General
Philip Logan's Vanguard Experience August 2005 - September 2011
Job Help Desk Coordinator MCSO
Industry Information Technology and Services
Experience
Maricopa County May 2014 - Present
Maricopa County October 2012 - May 2014
Phoenix Elementary School District #1 May 2005 - October 2012
Vanguard August 2005 - September 2011
Valley National Bank June 1990 - April 2005
Skills
Troubleshooting, Networking, Disaster Recovery, Testing, Time Management, Curriculum Design, Teamwork, Auditing, Tutoring, Microsoft Word, Microsoft Excel, Program Management, Instructional Design, Outlook, Data Center, Operating Systems, Hardware, Help Desk Support, Technical Support, Computer Hardware, Call Centers, Software Documentation, Printers
Education
Montclair State University
Bachelor of Science (B.S.), Technology Management
Maricopa County May 2014 - Present
Maricopa County October 2012 - May 2014
Phoenix Elementary School District #1 May 2005 - October 2012
Vanguard August 2005 - September 2011
Valley National Bank June 1990 - April 2005
Skills
Troubleshooting, Networking, Disaster Recovery, Testing, Time Management, Curriculum Design, Teamwork, Auditing, Tutoring, Microsoft Word, Microsoft Excel, Program Management, Instructional Design, Outlook, Data Center, Operating Systems, Hardware, Help Desk Support, Technical Support, Computer Hardware, Call Centers, Software Documentation, Printers
Education
Montclair State University
Bachelor of Science (B.S.), Technology Management
Joanna LaCaille's Vanguard Experience 2012 - Present
Job Pharmacy Technician
Industry Nonprofit Organization Management
Experience
CVS Pharmacy October 2013 - Present
Vanguard 2012 - Present
Independent Sales Advisor Lia Sophia Jewellry December 2009 - 2013
R.C. Diocese of Paterson 1990 - 1998
Education
Montclair State University 1989 — 1993
BA Psychology, Social Psychology
CVS Pharmacy October 2013 - Present
Vanguard 2012 - Present
Independent Sales Advisor Lia Sophia Jewellry December 2009 - 2013
R.C. Diocese of Paterson 1990 - 1998
Education
Montclair State University 1989 — 1993
BA Psychology, Social Psychology
Pradeep Dayaram's Vanguard Experience March 2015 - Present
Job Financial Advisor at Vanguard
Industry Banking
Experience
Vanguard March 2015 - Present
Vanguard November 2014 - Present
Merrill Lynch October 2013 - November 2014
Bank of America September 2011 - September 2012
Arc of Middlesex June 2007 - September 2011
JC Penney June 2004 - November 2005
Skills
Computer Proficiency, Interpersonal..., Foreign Languages, Teamwork, Banking, Customer Service, Sales, Leadership, Staff Development, Microsoft Excel, SQL, Microsoft Office, Analysis, Data Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2010
Bachelor's degree, Economics
Middlesex County College 2005 — 2008
Associate of Arts (AA), Business/Commerce, General
The English Institute 1990 — 1998
Vanguard March 2015 - Present
Vanguard November 2014 - Present
Merrill Lynch October 2013 - November 2014
Bank of America September 2011 - September 2012
Arc of Middlesex June 2007 - September 2011
JC Penney June 2004 - November 2005
Skills
Computer Proficiency, Interpersonal..., Foreign Languages, Teamwork, Banking, Customer Service, Sales, Leadership, Staff Development, Microsoft Excel, SQL, Microsoft Office, Analysis, Data Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2010
Bachelor's degree, Economics
Middlesex County College 2005 — 2008
Associate of Arts (AA), Business/Commerce, General
The English Institute 1990 — 1998
Laura Bogan's Vanguard Experience December 2012 - Present
Job Fund Financial Associate at Vanguard
Industry Financial Services
Experience
Vanguard December 2012 - Present
Fusion Logistics 2009 - 2012
Oasis Telecommunications 2001 - 2006
Skills
Logistics Management, Air Freight, Freight Forwarding, Freight, Transportation, LTL, Customer Service, Shipping, Process Improvement, Inventory Management, Ocean Freight
Education
Montana State University-Bozeman
BA, Art History
University of Vermont
Vanguard December 2012 - Present
Fusion Logistics 2009 - 2012
Oasis Telecommunications 2001 - 2006
Skills
Logistics Management, Air Freight, Freight Forwarding, Freight, Transportation, LTL, Customer Service, Shipping, Process Improvement, Inventory Management, Ocean Freight
Education
Montana State University-Bozeman
BA, Art History
University of Vermont
Suzi Buzzard's Vanguard Experience October 1992 - March 2009
Job Retired at Currently Retired
Industry Internet
Experience
Currently Retired March 2009 - Present
Vanguard October 1992 - March 2009
Skills
Strategic Planning, Customer Service, Budgets, Public Speaking, Process Improvement, Program Management, Project Management, Team Building, Research, Leadership Development, Leadership
Education
Miami University 1964 — 1966
B.
Currently Retired March 2009 - Present
Vanguard October 1992 - March 2009
Skills
Strategic Planning, Customer Service, Budgets, Public Speaking, Process Improvement, Program Management, Project Management, Team Building, Research, Leadership Development, Leadership
Education
Miami University 1964 — 1966
B.
Olawale Bankole's Vanguard Experience Network AdminCatholic Health InitiativesJanuary 2014 - January 2015
Job Network Security Engineer at Vanguard
Industry Financial Services
Experience
Vanguard Network AdminCatholic Health InitiativesJanuary 2014 - January 2015
Education
University of Wales 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Mercy College 2005 — 2007
Master of Science (MSc), Internet Business Systems
Vanguard Network AdminCatholic Health InitiativesJanuary 2014 - January 2015
Education
University of Wales 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Mercy College 2005 — 2007
Master of Science (MSc), Internet Business Systems
Michelle Lerman's Vanguard Experience 2012 - Present
Job Job Seeker Web Developer | Web Designer
Industry Information Technology and Services
Experience
Vanguard 2012 - Present
Skills
Web Design, Web Development, XHTML, JavaScript, Adobe Creative Suite, CSS, Information Literacy, Customer Service, Bilingual-English/Spanis...
Education
Mesa Community College 2010 — 2012
Certificate of Completion, Web Developer
University of Denver
Master of Library & Information Science (MLIS)
University of Northern Colorado
Bachelor of Arts (BA), Geography
Vanguard 2012 - Present
Skills
Web Design, Web Development, XHTML, JavaScript, Adobe Creative Suite, CSS, Information Literacy, Customer Service, Bilingual-English/Spanis...
Education
Mesa Community College 2010 — 2012
Certificate of Completion, Web Developer
University of Denver
Master of Library & Information Science (MLIS)
University of Northern Colorado
Bachelor of Arts (BA), Geography
Anna Whiting's Vanguard Experience May 2007 - August 2013
Job at
Industry Hospital & Health Care
Experience
Dignity Health August 2014 - Present
ABRiO Family Services and Supports November 2013 - July 2014
Vanguard May 2007 - August 2013
Mesa Community College August 2003 - October 2006
Skills
Nursing, BLS, Healthcare, Hospitals, Patient Safety, Cpr Certified, Home Care, ACLS, Medical Terminology, Healthcare Management, Inpatient, Acute Care, CPR Certified, Medicare, Filing
Education
Mesa Community College 2003 — 2016
Associate of Arts (A.A.) In progress, Registered Nursing/Registered Nurse
Arizona Medical Training Institute 2013 — 2013
CNA certificate, Nursing Assistant/Aide and Patient Care Assistant/Aide
Dignity Health August 2014 - Present
ABRiO Family Services and Supports November 2013 - July 2014
Vanguard May 2007 - August 2013
Mesa Community College August 2003 - October 2006
Skills
Nursing, BLS, Healthcare, Hospitals, Patient Safety, Cpr Certified, Home Care, ACLS, Medical Terminology, Healthcare Management, Inpatient, Acute Care, CPR Certified, Medicare, Filing
Education
Mesa Community College 2003 — 2016
Associate of Arts (A.A.) In progress, Registered Nursing/Registered Nurse
Arizona Medical Training Institute 2013 — 2013
CNA certificate, Nursing Assistant/Aide and Patient Care Assistant/Aide
Colette Beckett's Vanguard Experience May 2015 - July 2015
Job Undergraduate Research Assistant
Industry
Experience
Independent July 2014 - Present
McGill University September 2014 - Present
Vanguard May 2015 - July 2015
McGill University September 2014 - April 2015
TerraCycle June 2013 - August 2014
SBC Gallery of Contemporary Art May 2014 - July 2014
Ann Taylor May 2013 - July 2013
University of Pittsburgh January 2012 - April 2013
Police Athletic League of Philadelphia June 2011 - June 2012
Skills
Nonprofits, Research, Business Development, Data Analysis, Strategic Partnerships, Strategy, Teamwork, Social Media, Teaching, Public Speaking, Microsoft Office, PowerPoint, Microsoft Excel, Leadership, Event Planning
Education
McGill University 2013 — 2016
Bachelor of Arts (BA), Economics and Art History
University of Pittsburgh 2012 — 2013
Independent July 2014 - Present
McGill University September 2014 - Present
Vanguard May 2015 - July 2015
McGill University September 2014 - April 2015
TerraCycle June 2013 - August 2014
SBC Gallery of Contemporary Art May 2014 - July 2014
Ann Taylor May 2013 - July 2013
University of Pittsburgh January 2012 - April 2013
Police Athletic League of Philadelphia June 2011 - June 2012
Skills
Nonprofits, Research, Business Development, Data Analysis, Strategic Partnerships, Strategy, Teamwork, Social Media, Teaching, Public Speaking, Microsoft Office, PowerPoint, Microsoft Excel, Leadership, Event Planning
Education
McGill University 2013 — 2016
Bachelor of Arts (BA), Economics and Art History
University of Pittsburgh 2012 — 2013
Kevin Cupp's Vanguard Experience June 2014 - Present
Job Project Manager at Vanguard
Industry Financial Services
Experience
Vanguard June 2014 - Present
Education
Messiah College 2002 — 2005
Bachelor's Degree, Information Systems, 3.5
Vanguard June 2014 - Present
Education
Messiah College 2002 — 2005
Bachelor's Degree, Information Systems, 3.5
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments