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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9,967 Vanguard employees in database. Find out everything there's to know about Vanguard employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Vanguard Employees
Employee
Years
Job
Industry
Renee Wojcik Renee Wojcik's Vanguard Experience October 1997 - July 1999
Job Financial Operations Manager
Industry Insurance
Experience
Kalejta Financial Management September 2012 - Present
Philadelphia Financial Life Assurance Company 2004 - 2011
ING Variable Annuities January 2002 - August 2002
ING Variable Annuities July 1999 - January 2002
Vanguard October 1997 - July 1999
Skills
General Insurance, Life Insurance, Bank Reconciliation, Reserve Analysis, 10 Key
Education
Montgomery County Community College
Kalejta Financial Management September 2012 - Present
Philadelphia Financial Life Assurance Company 2004 - 2011
ING Variable Annuities January 2002 - August 2002
ING Variable Annuities July 1999 - January 2002
Vanguard October 1997 - July 1999
Skills
General Insurance, Life Insurance, Bank Reconciliation, Reserve Analysis, 10 Key
Education
Montgomery County Community College
Kevin Cvitanov Kevin Cvitanov's Vanguard Experience June 2011 - Present
Job Investment Consultant with Vanguard
Industry Financial Services
Experience
Vanguard June 2011 - Present
Enterprise Rent-A-Car January 2008 - March 2011
The Blue Sea Grill May 2007 - January 2008
The Royale on Wilshire December 2006 - April 2007
Maggiano's Little Italy September 2006 - December 2006
Skills
Sales, Customer Service, Management, Marketing, Customer Satisfaction, Time Management, PowerPoint, Teamwork, Social Networking, Event Management, Customer Retention, Process Scheduler, Human Resources, Accounts Receivable, Fleet Management, Sales Management, Account Management, Accounting, Cold Calling, Pricing, Fundraising, Microsoft Office, Sales Process, Corporate Finance, Training
Education
Muhlenberg College 2002 — 2006
Bachelor's Degree, Theater Arts
Vanguard June 2011 - Present
Enterprise Rent-A-Car January 2008 - March 2011
The Blue Sea Grill May 2007 - January 2008
The Royale on Wilshire December 2006 - April 2007
Maggiano's Little Italy September 2006 - December 2006
Skills
Sales, Customer Service, Management, Marketing, Customer Satisfaction, Time Management, PowerPoint, Teamwork, Social Networking, Event Management, Customer Retention, Process Scheduler, Human Resources, Accounts Receivable, Fleet Management, Sales Management, Account Management, Accounting, Cold Calling, Pricing, Fundraising, Microsoft Office, Sales Process, Corporate Finance, Training
Education
Muhlenberg College 2002 — 2006
Bachelor's Degree, Theater Arts
Leslie Perales Leslie Perales's Vanguard Experience February 2014 - Present
Job Billingual Retirement Plan Representative at Vanguard
Industry Financial Services
Experience
Vanguard February 2014 - Present
Citi December 2012 - August 2013
New York Life Insurance Company May 2012 - February 2013
Enterprise Rent-A-Car May 2011 - May 2012
The University of Arizona November 2009 - December 2010
The Southwestern Company May 2008 - May 2009
Skills
Phone Etiquette, Transaction Services, Customer Service, Data Entry, Professional..., Data Research, Data Reporting
Education
University of Arizona 2009 — 2012
Bachelor of Science, Economics, Communication
Nanjing University 2010 — 2010
Communication
Pima Community College 2006 — 2009
Associate's Degree, Business
Vanguard February 2014 - Present
Citi December 2012 - August 2013
New York Life Insurance Company May 2012 - February 2013
Enterprise Rent-A-Car May 2011 - May 2012
The University of Arizona November 2009 - December 2010
The Southwestern Company May 2008 - May 2009
Skills
Phone Etiquette, Transaction Services, Customer Service, Data Entry, Professional..., Data Research, Data Reporting
Education
University of Arizona 2009 — 2012
Bachelor of Science, Economics, Communication
Nanjing University 2010 — 2010
Communication
Pima Community College 2006 — 2009
Associate's Degree, Business
Lindsay (Deisher) Bizzari's Vanguard Experience June 2015 - Present
Job Design Supervisor at Vanguard
Industry Graphic Design
Experience
Vanguard June 2015 - Present
Temple University January 2015 - Present
Vanguard September 2014 - June 2015
Vanguard June 2010 - September 2014
Moore College of Art & Design April 2010 - May 2010
The Archer Group August 2009 - May 2010
Moore College of Art & Design September 2009 - April 2010
Moore College of Art & Design September 2009 - April 2010
Comcast Interactive Media April 2009 - August 2009
O'Neill Properties 2007 - 2009
Skills
Typography, Advertising, Posters, Creative Direction, Interaction Design, Graphic Design, Logo Design, Adobe Creative Suite, InDesign, Web Design, Magazines, Art, Corporate Identity, Art Direction, Graphics, Layout, Image Manipulation, Collateral, Book Design, Mac, Branding & Identity, Direct Mail, Brochures, Dreamweaver, Creative Strategy, Illustration, Flyers, Information Design, Photography, Packaging, Illustrator, User-centered Design, User Experience Design, Corporate Branding, Invitations, Information Architecture, Concept Development, Experience Design, User Interface Design, Photoshop, Visual Communication, Brand Development, Digital Illustration, Concept Design, Adobe Acrobat, User Experience
Education
Savannah College of Art and Design 2012 — 2014
Master of Arts (M.A.), Design Management
Moore College of Art and Design 2006 — 2010
Bachelor's of Fine Art, Graphic Design, Summa Cum Laude, 3.9 GPA
Vanguard June 2015 - Present
Temple University January 2015 - Present
Vanguard September 2014 - June 2015
Vanguard June 2010 - September 2014
Moore College of Art & Design April 2010 - May 2010
The Archer Group August 2009 - May 2010
Moore College of Art & Design September 2009 - April 2010
Moore College of Art & Design September 2009 - April 2010
Comcast Interactive Media April 2009 - August 2009
O'Neill Properties 2007 - 2009
Skills
Typography, Advertising, Posters, Creative Direction, Interaction Design, Graphic Design, Logo Design, Adobe Creative Suite, InDesign, Web Design, Magazines, Art, Corporate Identity, Art Direction, Graphics, Layout, Image Manipulation, Collateral, Book Design, Mac, Branding & Identity, Direct Mail, Brochures, Dreamweaver, Creative Strategy, Illustration, Flyers, Information Design, Photography, Packaging, Illustrator, User-centered Design, User Experience Design, Corporate Branding, Invitations, Information Architecture, Concept Development, Experience Design, User Interface Design, Photoshop, Visual Communication, Brand Development, Digital Illustration, Concept Design, Adobe Acrobat, User Experience
Education
Savannah College of Art and Design 2012 — 2014
Master of Arts (M.A.), Design Management
Moore College of Art and Design 2006 — 2010
Bachelor's of Fine Art, Graphic Design, Summa Cum Laude, 3.9 GPA
Dan Rainey Dan Rainey's Vanguard Experience November 1998 - July 2002
Job Sr. Coordinator at FEC
Industry Nonprofit Organization Management
Experience
Full Employment Council May 2003 - Present
Vanguard November 1998 - July 2002
Champ Service Line July 1992 - September 1998
Skills
Leadership, Customer Service, Microsoft Office, Capacity Building, NGOs, Nonprofits, Event Planning, Public Speaking, Fundraising, Social Media, Event Management, Research
Education
National American University 1988 — 1991
Bachelor's Degree, Business Administration and Management, General, 3.5 GPA
Schlagle High School 1973 — 1976
High School Diploma, All major subjects
Full Employment Council May 2003 - Present
Vanguard November 1998 - July 2002
Champ Service Line July 1992 - September 1998
Skills
Leadership, Customer Service, Microsoft Office, Capacity Building, NGOs, Nonprofits, Event Planning, Public Speaking, Fundraising, Social Media, Event Management, Research
Education
National American University 1988 — 1991
Bachelor's Degree, Business Administration and Management, General, 3.5 GPA
Schlagle High School 1973 — 1976
High School Diploma, All major subjects
Vladimir Netchiporuk's Vanguard Experience November 2010 - April 2011
Job Relationship Banker at JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. July 2014 - September 2015
Merrill Edge April 2013 - July 2013
Charles Schwab April 2011 - March 2013
Vanguard November 2010 - April 2011
Merrill Lynch June 2010 - August 2010
Chase October 2004 - August 2008
Skills
Investments, Management, Mutual Funds, Securities, Financial Services, Asset Allocation, Sales, Trading, Retirement, Time Management, Microsoft Excel, Financial Advisory, Training, Investment Strategies
Education
San Diego State University-California State University 2013 — 2014
Master of Business Administration (MBA)
University of Arizona, Eller College of Management 2008 — 2010
Bachelor of Science (B.S.), Finance, General
Moorpark College 2006 — 2008
JP Morgan Chase Bank, N.A. July 2014 - September 2015
Merrill Edge April 2013 - July 2013
Charles Schwab April 2011 - March 2013
Vanguard November 2010 - April 2011
Merrill Lynch June 2010 - August 2010
Chase October 2004 - August 2008
Skills
Investments, Management, Mutual Funds, Securities, Financial Services, Asset Allocation, Sales, Trading, Retirement, Time Management, Microsoft Excel, Financial Advisory, Training, Investment Strategies
Education
San Diego State University-California State University 2013 — 2014
Master of Business Administration (MBA)
University of Arizona, Eller College of Management 2008 — 2010
Bachelor of Science (B.S.), Finance, General
Moorpark College 2006 — 2008
Mark Vassallo's Vanguard Experience December 2002 - Present
Job Fixed Income Trading Desk at Vanguard
Industry Financial Services
Experience
Vanguard December 2002 - Present
Scottrade September 2000 - August 2002
Skills
BondDesk Application, Bloomberg Terminal, Reuters, Certified Financial..., Series 7, Series 63, Excel, Microsoft Excel, Options
Education
Saint Joseph's University 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General, A
Saint Joseph's University 1996 — 1999
Bachelor of Science, Marketing
National University of Ireland, Galway 1994 — 1994
Bachelor of Science (BS), Literature
Vanguard December 2002 - Present
Scottrade September 2000 - August 2002
Skills
BondDesk Application, Bloomberg Terminal, Reuters, Certified Financial..., Series 7, Series 63, Excel, Microsoft Excel, Options
Education
Saint Joseph's University 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General, A
Saint Joseph's University 1996 — 1999
Bachelor of Science, Marketing
National University of Ireland, Galway 1994 — 1994
Bachelor of Science (BS), Literature
Alexandra Van Riper Alexandra Van Riper's Vanguard Experience October 2014 - Present
Job Online Production Lead at Vanguard
Industry Financial Services
Experience
Vanguard October 2014 - Present
Vanguard March 2012 - Present
Vanguard February 2005 - March 2012
Freelance January 1999 - February 2005
Attitude Measurement Corporation January 2002 - April 2004
Skills
Adobe Creative Suite, Illustrator, Photoshop, Adobe Acrobat, InDesign, AfterEffects, Soundbooth, Flash, Dreamweaver, PowerPoint, JavaScript, ActionScript, CSS, XHTML, Usability, User Interface Design, Logo Design, Composition, Typography, Color Theory, Fine Art, Information Technology, Information Architecture, Analytics
Education
Moore College of Art and Design 1997 — 2001
BFA, Graphic Design, Fine Art
B. Reed Henderson Senior High School 1990 — 1994
Vanguard October 2014 - Present
Vanguard March 2012 - Present
Vanguard February 2005 - March 2012
Freelance January 1999 - February 2005
Attitude Measurement Corporation January 2002 - April 2004
Skills
Adobe Creative Suite, Illustrator, Photoshop, Adobe Acrobat, InDesign, AfterEffects, Soundbooth, Flash, Dreamweaver, PowerPoint, JavaScript, ActionScript, CSS, XHTML, Usability, User Interface Design, Logo Design, Composition, Typography, Color Theory, Fine Art, Information Technology, Information Architecture, Analytics
Education
Moore College of Art and Design 1997 — 2001
BFA, Graphic Design, Fine Art
B. Reed Henderson Senior High School 1990 — 1994
Sanjay Khulbe's Vanguard Experience 2005 - 2006
Job Vice President JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. February 2015 - Present
Citigroup January 2011 - February 2015
Citigroup July 2007 - January 2011
SEI Investments June 2006 - February 2007
Vanguard 2005 - 2006
Siemens 2004 - 2005
Covansys 2001 - 2004
Tata Consultancy Services 1997 - 1999
STG International Limited 1995 - 1995
Skills
Business Analysis, Vendor Management, Project Management, Program Management, Product Management, Business Process, Financial Services, Integration, Banking, Business Process..., Requirements Analysis, Software Development, Portfolio Management, Management, SOA, Solution Architecture, Governance, Project Portfolio..., Visio, Process Improvement, ITIL, Agile Methodologies, Strategy, IT Strategy, SDLC, Business Architecture, Project Delivery, Product Development, Product Lifecycle..., ITIL v3 Foundations..., Software Project..., PMP, Enterprise Architecture, Business Process..., Offshoring, IT Management, Quality Assurance, Requirements Gathering, Service Delivery, Global Delivery, Software Documentation, Outsourcing, Business Requirements, Relationship Management, Trading Systems, Systems Analysis, Agile Project Management, Team Management, Quality Center, Change Management
Education
National Institute of Information Technology 1992 — 1993
Systems Management
University of Lucknow 1988 — 1991
Bachelors of Science
JPMorgan Chase & Co. February 2015 - Present
Citigroup January 2011 - February 2015
Citigroup July 2007 - January 2011
SEI Investments June 2006 - February 2007
Vanguard 2005 - 2006
Siemens 2004 - 2005
Covansys 2001 - 2004
Tata Consultancy Services 1997 - 1999
STG International Limited 1995 - 1995
Skills
Business Analysis, Vendor Management, Project Management, Program Management, Product Management, Business Process, Financial Services, Integration, Banking, Business Process..., Requirements Analysis, Software Development, Portfolio Management, Management, SOA, Solution Architecture, Governance, Project Portfolio..., Visio, Process Improvement, ITIL, Agile Methodologies, Strategy, IT Strategy, SDLC, Business Architecture, Project Delivery, Product Development, Product Lifecycle..., ITIL v3 Foundations..., Software Project..., PMP, Enterprise Architecture, Business Process..., Offshoring, IT Management, Quality Assurance, Requirements Gathering, Service Delivery, Global Delivery, Software Documentation, Outsourcing, Business Requirements, Relationship Management, Trading Systems, Systems Analysis, Agile Project Management, Team Management, Quality Center, Change Management
Education
National Institute of Information Technology 1992 — 1993
Systems Management
University of Lucknow 1988 — 1991
Bachelors of Science
Brian Doell Brian Doell's Vanguard Experience January 2014 - Present
Job Team Leader with Integrated Client Services at Vanguard
Industry Music
Experience
Vanguard January 2014 - Present
Self-employed February 1992 - Present
Vanguard September 2011 - January 2014
Element Charlotte January 2009 - December 2011
West Valley Community Church August 2001 - April 2006
AcryMed, Inc. January 1998 - August 2001
Skills
Leadership, Leadership Development, Teaching, Economics, Training, Multi-instrumentalist, Music, Public Health, Research
Education
Portland State University 2004 — 2006
Public Health
Trinity Western University 1994 — 1996
B.A, Human Kinetics, History
Mt. Hood Community College 1992 — 1994
A.A, Graphic Design
Vanguard January 2014 - Present
Self-employed February 1992 - Present
Vanguard September 2011 - January 2014
Element Charlotte January 2009 - December 2011
West Valley Community Church August 2001 - April 2006
AcryMed, Inc. January 1998 - August 2001
Skills
Leadership, Leadership Development, Teaching, Economics, Training, Multi-instrumentalist, Music, Public Health, Research
Education
Portland State University 2004 — 2006
Public Health
Trinity Western University 1994 — 1996
B.A, Human Kinetics, History
Mt. Hood Community College 1992 — 1994
A.A, Graphic Design
Jaeger Cohen's Vanguard Experience June 2011 - Present
Job Senior Designer at Vanguard
Industry Marketing and Advertising
Experience
Vanguard June 2011 - Present
NBCUniversal, Inc. February 2013 - May 2013
Counter Consumer September 2009 - May 2011
Independence Blue Cross June 2010 - August 2010
Skills
Digital Illustration, Photography, Illustrator, Graphic Design, Production, Photoshop, InDesign, Typography, Web Design, Illustration, Adobe Creative Suite, Packaging, Logo Design, Microsoft Office, Adobe Fireworks, Branding, Brochures, Creative Direction, After Effects, Drawing, Dreamweaver, Layout, Magazines, Mac, Creative Solutions
Education
Moore College of Art and Design 2008 — 2011
Bachelor of Fine Arts, Graphic Design
Youngstown State University
Design marketing
Vanguard June 2011 - Present
NBCUniversal, Inc. February 2013 - May 2013
Counter Consumer September 2009 - May 2011
Independence Blue Cross June 2010 - August 2010
Skills
Digital Illustration, Photography, Illustrator, Graphic Design, Production, Photoshop, InDesign, Typography, Web Design, Illustration, Adobe Creative Suite, Packaging, Logo Design, Microsoft Office, Adobe Fireworks, Branding, Brochures, Creative Direction, After Effects, Drawing, Dreamweaver, Layout, Magazines, Mac, Creative Solutions
Education
Moore College of Art and Design 2008 — 2011
Bachelor of Fine Arts, Graphic Design
Youngstown State University
Design marketing
Matthew Shirley's Vanguard Experience March 2015 - Present
Job Fund Financial Associate at Vanguard
Industry Financial Services
Experience
Vanguard March 2015 - Present
Vanguard January 2014 - March 2015
Tommy Hilfiger October 2010 - October 2013
Executive Health Resources June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, Series 7, Series 63, Retail, Accounting, PowerPoint, Finance, Sales
Education
West Chester University of Pennsylvania 2011 — 2013
Bachelor's degree, Finance, General
Montgomery County Community College 2010 — 2011
General Education Requirements
Vanguard March 2015 - Present
Vanguard January 2014 - March 2015
Tommy Hilfiger October 2010 - October 2013
Executive Health Resources June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, Series 7, Series 63, Retail, Accounting, PowerPoint, Finance, Sales
Education
West Chester University of Pennsylvania 2011 — 2013
Bachelor's degree, Finance, General
Montgomery County Community College 2010 — 2011
General Education Requirements
Brian Fishbone Brian Fishbone's Vanguard Experience May 2013 - Present
Job Passionate Global Educator, Community Builder, and Manager of Vanguard's ERG Program, called Crew Resource Groups
Industry Human Resources
Experience
Vanguard May 2013 - Present
Temple University December 2008 - Present
Becoming Consulting December 2006 - Present
Vanguard March 2011 - May 2013
Pagoda Academy August 2009 - September 2010
Professional Sabbatical October 2008 - December 2008
Mercer June 2008 - October 2008
Delaware Investments, a member of the Macquarie Group February 2002 - June 2008
Uniform Concepts November 1999 - November 2001
Sprint June 1998 - November 1999
Skills
Learning Management..., Social Media Marketing, Leadership, New Hire Orientations, Coaching, Writing, Team Building, Facilitators, Leadership Development, Talent Management, Training, Performance Management, Recruiting, Public Speaking, Instructional Design, Change Management, Program Management, E-Learning, Staff Development, Project Management, Management, Human Resources, Management Consulting, Blended Learning, Instructor-led Training, Entrepreneurship, Workshop Facilitation, Business Strategy, Interviews, Career Counseling, Organizational..., Time Management, Training Delivery, Analysis, Curriculum Design, Employee Training, Career Development, Consulting, Program Development, Organizational..., People Skills, Inspiration, Inspiring People, Onboarding, Strategy, Event Planning, Business Process..., Personal Development, Executive Coaching, Conflict Resolution
Education
Temple University - Fox School of Business and Management 2004 — 2007
MBA
Muhlenberg College 1994 — 1998
BA
Center for Cross-Cultural Study 1996 — 1996
None
Vanguard May 2013 - Present
Temple University December 2008 - Present
Becoming Consulting December 2006 - Present
Vanguard March 2011 - May 2013
Pagoda Academy August 2009 - September 2010
Professional Sabbatical October 2008 - December 2008
Mercer June 2008 - October 2008
Delaware Investments, a member of the Macquarie Group February 2002 - June 2008
Uniform Concepts November 1999 - November 2001
Sprint June 1998 - November 1999
Skills
Learning Management..., Social Media Marketing, Leadership, New Hire Orientations, Coaching, Writing, Team Building, Facilitators, Leadership Development, Talent Management, Training, Performance Management, Recruiting, Public Speaking, Instructional Design, Change Management, Program Management, E-Learning, Staff Development, Project Management, Management, Human Resources, Management Consulting, Blended Learning, Instructor-led Training, Entrepreneurship, Workshop Facilitation, Business Strategy, Interviews, Career Counseling, Organizational..., Time Management, Training Delivery, Analysis, Curriculum Design, Employee Training, Career Development, Consulting, Program Development, Organizational..., People Skills, Inspiration, Inspiring People, Onboarding, Strategy, Event Planning, Business Process..., Personal Development, Executive Coaching, Conflict Resolution
Education
Temple University - Fox School of Business and Management 2004 — 2007
MBA
Muhlenberg College 1994 — 1998
BA
Center for Cross-Cultural Study 1996 — 1996
None
Jennifer Rimonneau Jennifer Rimonneau's Vanguard Experience January 2000 - May 2000
Job Graphic Designer
Industry Hospital & Health Care
Experience
St. Luke's University Health Network January 2001 - Present
Lucent Technologies May 2000 - January 2001
Vanguard January 2000 - May 2000
St. Luke's University Health Nework May 1999 - August 1999
Skills
Graphic Design, Mac, Adobe Creative Suite, QuarkXPress, Microsoft Office, Flash Animation, Adobe Fireworks, Social Media Marketing, Advertising, Creativity, Corporate Communications, Creative Direction, Layout, Logo Design, Graphics, Social Media, Direct Mail, Marketing Strategy
Education
Moravian College 1996 — 2000
Bachelor of Arts (B.A.), Graphic Design
St. Luke's University Health Network January 2001 - Present
Lucent Technologies May 2000 - January 2001
Vanguard January 2000 - May 2000
St. Luke's University Health Nework May 1999 - August 1999
Skills
Graphic Design, Mac, Adobe Creative Suite, QuarkXPress, Microsoft Office, Flash Animation, Adobe Fireworks, Social Media Marketing, Advertising, Creativity, Corporate Communications, Creative Direction, Layout, Logo Design, Graphics, Social Media, Direct Mail, Marketing Strategy
Education
Moravian College 1996 — 2000
Bachelor of Arts (B.A.), Graphic Design
Jim Chiponis Jim Chiponis's Vanguard Experience June 2001 - Present
Job Designer at Vanguard
Industry Financial Services
Experience
Vanguard June 2001 - Present
Cometto Direct Marketing January 1992 - January 2000
Sperry Univac (UNISYS Corporation) January 1984 - November 1992
Skills
Graphic Design, Illustration, Cartooning, Art Direction, Storyboarding, Logos, Posters, Layout, Adobe Creative Suite, Character Design, Concept Design, Graphics, Fitter Critter creator, Set Design, video animation, Direct Marketing, Animation, Book Illustration, Character Animation, Art, Interaction Design, Logo Design, Cartoons, Typography, Brochures, Creative Direction
Education
Penn State Unniversity 1987 — 1988
Certificate, Computer Graphics
Montgomery County Community College 1986 — 1986
Certificate, Advertising
Art Institute of Philadelphia 1975 — 1978
Associates, Visual Communications
Vanguard June 2001 - Present
Cometto Direct Marketing January 1992 - January 2000
Sperry Univac (UNISYS Corporation) January 1984 - November 1992
Skills
Graphic Design, Illustration, Cartooning, Art Direction, Storyboarding, Logos, Posters, Layout, Adobe Creative Suite, Character Design, Concept Design, Graphics, Fitter Critter creator, Set Design, video animation, Direct Marketing, Animation, Book Illustration, Character Animation, Art, Interaction Design, Logo Design, Cartoons, Typography, Brochures, Creative Direction
Education
Penn State Unniversity 1987 — 1988
Certificate, Computer Graphics
Montgomery County Community College 1986 — 1986
Certificate, Advertising
Art Institute of Philadelphia 1975 — 1978
Associates, Visual Communications
Brian Agnew Brian Agnew's Vanguard Experience September 1990 - March 1997
Job Strategic Account Executive at DST Customer Communications
Industry Financial Services
Experience
DST Customer Communications November 2014 - Present
Boston Financial Data Services February 2005 - October 2014
DST Systems March 2000 - February 2005
BISYS Fund Services March 1997 - December 1999
Vanguard September 1990 - March 1997
Skills
Transfer Agency, Mutual Funds, Relationship Management, Process Improvement, Business Analysis, Fund Accounting, CRM, Leadership, Business Development, Financial Services, Management, Operations Management, Alternative Investments
Education
Wilmington University 1988 — 1990
MBA, Business
Mount St. Mary's University 1980 — 1984
MS, Business and Finance
DST Customer Communications November 2014 - Present
Boston Financial Data Services February 2005 - October 2014
DST Systems March 2000 - February 2005
BISYS Fund Services March 1997 - December 1999
Vanguard September 1990 - March 1997
Skills
Transfer Agency, Mutual Funds, Relationship Management, Process Improvement, Business Analysis, Fund Accounting, CRM, Leadership, Business Development, Financial Services, Management, Operations Management, Alternative Investments
Education
Wilmington University 1988 — 1990
MBA, Business
Mount St. Mary's University 1980 — 1984
MS, Business and Finance
Gandhar Juvekar's Vanguard Experience April 2010 - November 2012
Job Business Engineering Consultant at NorthStar Solutions Group LLC
Industry Telecommunications
Experience
NorthStar Solutions Group LLC (Client-Comcast) July 2014 - Present
BenXL Technologies July 2013 - July 2014
Ascensus December 2012 - June 2013
Vanguard April 2010 - November 2012
GSI Commerce November 2009 - March 2010
Lincoln Financial Group November 2008 - October 2009
BenXL Technologies April 1999 - October 2008
CMC LTD June 1998 - March 1999
Kaizen Software June 1996 - May 1998
Skills
SDLC, Business Analysis, Requirements Analysis, Vendor Management, Management, Software Project..., Business Intelligence, Software Development, Consulting, Agile Methodologies, Requirements Gathering, Business Process
Education
GEBBS
Advance Systems Programmer
University of Mumbai
LL.B, Bachelor of Laws
National Institute of Information Technology
Advance Systems Management
University of Mumbai
Bachelor's degree
NorthStar Solutions Group LLC (Client-Comcast) July 2014 - Present
BenXL Technologies July 2013 - July 2014
Ascensus December 2012 - June 2013
Vanguard April 2010 - November 2012
GSI Commerce November 2009 - March 2010
Lincoln Financial Group November 2008 - October 2009
BenXL Technologies April 1999 - October 2008
CMC LTD June 1998 - March 1999
Kaizen Software June 1996 - May 1998
Skills
SDLC, Business Analysis, Requirements Analysis, Vendor Management, Management, Software Project..., Business Intelligence, Software Development, Consulting, Agile Methodologies, Requirements Gathering, Business Process
Education
GEBBS
Advance Systems Programmer
University of Mumbai
LL.B, Bachelor of Laws
National Institute of Information Technology
Advance Systems Management
University of Mumbai
Bachelor's degree
Jesse Levy's Vanguard Experience 1997 - 2003
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS August 2013 - Present
Merrill Lynch April 2011 - August 2013
SEI Investments November 2003 - April 2011
Vanguard 1997 - 2003
Skills
Wealth Management, Retirement Planning, Investments, Portfolio Management, Securities, Series 63, Series 7, Asset Allocation, Investment Strategies, Asset Managment
Education
Muhlenberg College 1992 — 1996
BS, Economics (Finance)/Accounting
Marjory Stoneman Douglas High School 1990 — 1992
UBS August 2013 - Present
Merrill Lynch April 2011 - August 2013
SEI Investments November 2003 - April 2011
Vanguard 1997 - 2003
Skills
Wealth Management, Retirement Planning, Investments, Portfolio Management, Securities, Series 63, Series 7, Asset Allocation, Investment Strategies, Asset Managment
Education
Muhlenberg College 1992 — 1996
BS, Economics (Finance)/Accounting
Marjory Stoneman Douglas High School 1990 — 1992
Virginia (Ginny) Buckwalter Virginia (Ginny) Buckwalter's Vanguard Experience October 2005 - October 2007
Job Production Support Analyst at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group March 2015 - Present
The Vanguard Group October 2007 - March 2015
Vanguard October 2005 - October 2007
Vanguard April 1998 - October 2007
Vanguard February 1996 - April 1998
Education
Montgomery County Community College
Penn State University
The Vanguard Group March 2015 - Present
The Vanguard Group October 2007 - March 2015
Vanguard October 2005 - October 2007
Vanguard April 1998 - October 2007
Vanguard February 1996 - April 1998
Education
Montgomery County Community College
Penn State University
C Jay Pardini C Jay Pardini's Vanguard Experience June 2005 - August 2008
Job Global Technology Infrastructure
Industry Financial Services
Experience
JPMorgan Chase May 2012 - Present
Pardini Properties January 2012 - Present
PwC May 2011 - May 2012
US Senate June 2010 - January 2011
Pennsylvania State University August 2008 - May 2010
Vanguard June 2005 - August 2008
Business Development Group April 2007 - July 2008
The Vanguard Group July 2006 - April 2007
Skills
Accounting, Finance, Financial Modeling, Financial Accounting, Auditing, Tax, Investments, Financial Reporting, Microsoft Excel, Forecasting, Training, Risk Management, PowerPoint, Process Improvement, Microsoft Office, Corporate Finance, Strategic Financial..., Excel, Word, Asset Management, Financial Planning, Fundraising, Retirement Planning, Retirement Savings, Qualified Retirement..., Management
Education
Penn State University 2008 — 2010
MBA, Accounting, Finance, Logistics/Supply Chain Management
Muhlenberg College 2000 — 2004
Bachelor of Science, Business Administration; Finance Concentration
The Hill School 1996 — 2000
High School
JPMorgan Chase May 2012 - Present
Pardini Properties January 2012 - Present
PwC May 2011 - May 2012
US Senate June 2010 - January 2011
Pennsylvania State University August 2008 - May 2010
Vanguard June 2005 - August 2008
Business Development Group April 2007 - July 2008
The Vanguard Group July 2006 - April 2007
Skills
Accounting, Finance, Financial Modeling, Financial Accounting, Auditing, Tax, Investments, Financial Reporting, Microsoft Excel, Forecasting, Training, Risk Management, PowerPoint, Process Improvement, Microsoft Office, Corporate Finance, Strategic Financial..., Excel, Word, Asset Management, Financial Planning, Fundraising, Retirement Planning, Retirement Savings, Qualified Retirement..., Management
Education
Penn State University 2008 — 2010
MBA, Accounting, Finance, Logistics/Supply Chain Management
Muhlenberg College 2000 — 2004
Bachelor of Science, Business Administration; Finance Concentration
The Hill School 1996 — 2000
High School
Patrick Doolittle's Vanguard Experience June 2014 - Present
Job Vanguard
Industry Financial Services
Experience
Vanguard June 2014 - Present
ECHN 2013 - 2013
Skills
Microsoft Excel, PowerPoint, Public Speaking, Writing, Statistics, 401k Rollovers, IRAs, Series 7, Series 63, Facebook, Marketing, Social Networking, Event Planning, Microsoft Office, Microsoft Word, Social Media, Leadership, Research, Time Management, Customer Service, Finance, Public Relations, Management
Education
Muhlenberg College 2010 — 2014
Bachelor of Arts (BA), Business Administration and Management, General, Finance
Muhlenberg College 2010 — 2014
Bachelor of Arts (BA), Finance, General
Vanguard June 2014 - Present
ECHN 2013 - 2013
Skills
Microsoft Excel, PowerPoint, Public Speaking, Writing, Statistics, 401k Rollovers, IRAs, Series 7, Series 63, Facebook, Marketing, Social Networking, Event Planning, Microsoft Office, Microsoft Word, Social Media, Leadership, Research, Time Management, Customer Service, Finance, Public Relations, Management
Education
Muhlenberg College 2010 — 2014
Bachelor of Arts (BA), Business Administration and Management, General, Finance
Muhlenberg College 2010 — 2014
Bachelor of Arts (BA), Finance, General
Semaj Johnson Semaj Johnson's Vanguard Experience May 2011 - September 2011
Job Analyst
Industry Banking
Experience
Citizens Bank October 2011 - January 2015
Vanguard May 2011 - September 2011
Bank of America May 2005 - October 2009
McMaster-Carr May 2004 - October 2004
D.L.C Management July 2003 - May 2004
Skills
Project Management, Job Coaching, Report Writing, Team Leadership, Team Building, Business Analysis, Core Banking, Inventory Management
Education
Morehouse College 1997 — 2003
B.A, Business Management; Finance
Morehouse College 1997 — 2003
Bachelors of art, Business Management, Accounting and Business/Management
Citizens Bank October 2011 - January 2015
Vanguard May 2011 - September 2011
Bank of America May 2005 - October 2009
McMaster-Carr May 2004 - October 2004
D.L.C Management July 2003 - May 2004
Skills
Project Management, Job Coaching, Report Writing, Team Leadership, Team Building, Business Analysis, Core Banking, Inventory Management
Education
Morehouse College 1997 — 2003
B.A, Business Management; Finance
Morehouse College 1997 — 2003
Bachelors of art, Business Management, Accounting and Business/Management
Jason Ginther Jason Ginther's Vanguard Experience March 2012 - February 2015
Job Java Developer at Vanguard
Industry Computer Software
Experience
ThingWorx, a PTC Business February 2015 - Present
Vanguard March 2012 - February 2015
Vanguard July 2011 - March 2012
Moravian College / Incorporated Research Institutions for Seismology June 2009 - August 2009
Skills
Java, C++, Object Oriented Design, Concurrent Programming, Programming, Analysis, Agile Methodologies, JavaScript, HTML, C, OS X, Spring, Distributed Systems, Teaching, Software Design
Education
Moravian College 2007 — 2011
Double Bachelor of Science, Computer Science and Mathematics
ThingWorx, a PTC Business February 2015 - Present
Vanguard March 2012 - February 2015
Vanguard July 2011 - March 2012
Moravian College / Incorporated Research Institutions for Seismology June 2009 - August 2009
Skills
Java, C++, Object Oriented Design, Concurrent Programming, Programming, Analysis, Agile Methodologies, JavaScript, HTML, C, OS X, Spring, Distributed Systems, Teaching, Software Design
Education
Moravian College 2007 — 2011
Double Bachelor of Science, Computer Science and Mathematics
Deborah Leach's Vanguard Experience May 2006 - Present
Job Marketing Communication Project Manager
Industry Investment Management
Experience
Vanguard May 2006 - Present
United Way of Southeastern Pennsylvania 2011 - 2012
CIGNA Group Insurance December 1997 - June 2003
Skills
Marketing Communications, Event Planning, Social Media, Marketing, Public Relations, Event Management, Public Speaking, Fundraising, Microsoft Office, Nonprofits, Project Management, Volunteer Management, Community Outreach, Adobe Creative Suite
Education
Temple University - Fox School of Business and Management 1999 — 2003
BBA, Marketing
Moore College of Art and Design 1987 — 1989
Certification, Desktop Publishing Design
Saints Jr. College, lexington, MS 1975 — 1977
AA, Business Adminstration
Vanguard May 2006 - Present
United Way of Southeastern Pennsylvania 2011 - 2012
CIGNA Group Insurance December 1997 - June 2003
Skills
Marketing Communications, Event Planning, Social Media, Marketing, Public Relations, Event Management, Public Speaking, Fundraising, Microsoft Office, Nonprofits, Project Management, Volunteer Management, Community Outreach, Adobe Creative Suite
Education
Temple University - Fox School of Business and Management 1999 — 2003
BBA, Marketing
Moore College of Art and Design 1987 — 1989
Certification, Desktop Publishing Design
Saints Jr. College, lexington, MS 1975 — 1977
AA, Business Adminstration
Gino D'Vertola Gino D'Vertola's Vanguard Experience October 1998 - June 2000
Job Director, Software Engineering at Iron Mountain
Industry Information Technology and Services
Experience
Iron Mountain April 2008 - Present
Iron Mountain May 2005 - June 2008
Iron Mountain June 2000 - May 2005
Vanguard October 1998 - June 2000
Vanguard March 1997 - October 1998
Vanguard November 1993 - March 1997
Vanguard February 1992 - October 1993
Vanguard December 1987 - January 1992
Education
Darden Business School 2008 — 2011
Certificate in Leadership
Penn State University 1992 — 1993
Certified Project Manger
Montgomery County Community College 1985 — 1987
Associates Degree, Business Administration
Iron Mountain April 2008 - Present
Iron Mountain May 2005 - June 2008
Iron Mountain June 2000 - May 2005
Vanguard October 1998 - June 2000
Vanguard March 1997 - October 1998
Vanguard November 1993 - March 1997
Vanguard February 1992 - October 1993
Vanguard December 1987 - January 1992
Education
Darden Business School 2008 — 2011
Certificate in Leadership
Penn State University 1992 — 1993
Certified Project Manger
Montgomery County Community College 1985 — 1987
Associates Degree, Business Administration
Hiralal Nair, PMP, CSM, CSSGB Hiralal Nair, PMP, CSM, CSSGB's Vanguard Experience October 2014 - December 2014
Job Senior Program/Project Manager (Looking for challenging opportunities in NY/NJ area)
Industry Information Technology and Services
Experience
EMC May 2010 - Present
Vanguard October 2014 - December 2014
ACE Group August 2014 - October 2014
The University of Maryland Medical System April 2014 - August 2014
Express Scripts May 2013 - December 2013
Covance April 2012 - April 2013
Towers Watson July 2011 - January 2012
Estee Lauder Group of Companies October 2010 - June 2011
MetLife Alico 2010 - 2010
Panasonic USA January 2008 - November 2009
Skills
Vendor Management, SDLC, PMO, Program Management, Outsourcing, Process Improvement, PMP, Project Portfolio..., Project Management, Management, Six Sigma, Integration, Management Consulting, Project Planning, Scrum, Enterprise Software, Strategy, Change Management, Governance, IT Operations, Software Development, IT Strategy, Leadership, Solution Architecture, IT Management, Databases, Team Leadership, Requirements Analysis, Team Management, Business Analysis, Software Project..., Analysis, SQL, Unix, Service Delivery, MS Project, Business Process..., Business Intelligence, Business Process, ERP, Project Delivery, Cross-functional Team..., Infrastructure, CPM, Business Performance...
Education
Six Sigma Greenbelt Certified 2010 — 2010
Six Sigma Green Belt Certified
Certified ScrumMaster 2009 — 2009
CSM
PMP Certified 2009 — 2009
PMP Certified
National Institute of Information Technology 1990 — 1992
Post Graduate Diploma in System Management
University of Kerala 1986 — 1990
BS
EMC May 2010 - Present
Vanguard October 2014 - December 2014
ACE Group August 2014 - October 2014
The University of Maryland Medical System April 2014 - August 2014
Express Scripts May 2013 - December 2013
Covance April 2012 - April 2013
Towers Watson July 2011 - January 2012
Estee Lauder Group of Companies October 2010 - June 2011
MetLife Alico 2010 - 2010
Panasonic USA January 2008 - November 2009
Skills
Vendor Management, SDLC, PMO, Program Management, Outsourcing, Process Improvement, PMP, Project Portfolio..., Project Management, Management, Six Sigma, Integration, Management Consulting, Project Planning, Scrum, Enterprise Software, Strategy, Change Management, Governance, IT Operations, Software Development, IT Strategy, Leadership, Solution Architecture, IT Management, Databases, Team Leadership, Requirements Analysis, Team Management, Business Analysis, Software Project..., Analysis, SQL, Unix, Service Delivery, MS Project, Business Process..., Business Intelligence, Business Process, ERP, Project Delivery, Cross-functional Team..., Infrastructure, CPM, Business Performance...
Education
Six Sigma Greenbelt Certified 2010 — 2010
Six Sigma Green Belt Certified
Certified ScrumMaster 2009 — 2009
CSM
PMP Certified 2009 — 2009
PMP Certified
National Institute of Information Technology 1990 — 1992
Post Graduate Diploma in System Management
University of Kerala 1986 — 1990
BS
Jane Leonard Jane Leonard's Vanguard Experience September 1996 - September 2002
Job Investment Professional at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors September 2015 - Present
MAGIS Financial Partners September 2014 - May 2015
BNY Mellon October 2012 - September 2014
Morgan Stanley Smith Barney May 2011 - April 2012
SECURET TRUST August 2007 - May 2011
Vanguard September 1996 - September 2002
Vanguard January 1989 - September 2002
Vanguard January 1989 - September 2002
Vanguard March 1994 - September 1996
Vanguard November 1989 - March 1994
Skills
Series 7, 529 Plans, Wealth Management, Retirement Planning
Education
Villanova University 1985 — 1987
Bachelor of Science (B.S.), Business Administration/Finance
Montgomery County Community College 1980 — 1984
Villanova University
Bachelor of Science, Business Administration; Accounting and Finance
Voya Financial Advisors September 2015 - Present
MAGIS Financial Partners September 2014 - May 2015
BNY Mellon October 2012 - September 2014
Morgan Stanley Smith Barney May 2011 - April 2012
SECURET TRUST August 2007 - May 2011
Vanguard September 1996 - September 2002
Vanguard January 1989 - September 2002
Vanguard January 1989 - September 2002
Vanguard March 1994 - September 1996
Vanguard November 1989 - March 1994
Skills
Series 7, 529 Plans, Wealth Management, Retirement Planning
Education
Villanova University 1985 — 1987
Bachelor of Science (B.S.), Business Administration/Finance
Montgomery County Community College 1980 — 1984
Villanova University
Bachelor of Science, Business Administration; Accounting and Finance
Shane Schmidt Shane Schmidt's Vanguard Experience 2011 - 2013
Job Experienced Financial Services Professional
Industry Financial Services
Experience
Vanguard 2011 - 2013
Vanguard 2009 - 2011
Vanguard 2006 - 2009
Vanguard 2004 - 2006
Vanguard 2003 - 2004
Vanguard 1997 - 2003
Lone Star Steakhouse / Texas Land & Cattle 1995 - 1996
Jerry’s Chicken and Javelin Caterers 1992 - 1995
Skills
Communication, Process Improvement, Coaching, Risk Management, Business Analysis, SDLC, Data Analysis, Mutual Funds, Project Management, Access, Analysis, Financial Services, GIS systems, Agile Methodologies, Agile & Waterfall..., Agile Testing, System Testing, Regression Testing, Agile Project Management, Microsoft Excel, Testing, Strategic Planning, Microsoft Word, Microsoft Office, Management Consulting, Management, Customer Service, Environmental Science, Budgets, Team Leadership
Education
Montgomery County Community College 1998 — 2014
Associate of Science (AS), Environmental Science
Vanguard 2011 - 2013
Vanguard 2009 - 2011
Vanguard 2006 - 2009
Vanguard 2004 - 2006
Vanguard 2003 - 2004
Vanguard 1997 - 2003
Lone Star Steakhouse / Texas Land & Cattle 1995 - 1996
Jerry’s Chicken and Javelin Caterers 1992 - 1995
Skills
Communication, Process Improvement, Coaching, Risk Management, Business Analysis, SDLC, Data Analysis, Mutual Funds, Project Management, Access, Analysis, Financial Services, GIS systems, Agile Methodologies, Agile & Waterfall..., Agile Testing, System Testing, Regression Testing, Agile Project Management, Microsoft Excel, Testing, Strategic Planning, Microsoft Word, Microsoft Office, Management Consulting, Management, Customer Service, Environmental Science, Budgets, Team Leadership
Education
Montgomery County Community College 1998 — 2014
Associate of Science (AS), Environmental Science
Crystal Gloistein Crystal Gloistein's Vanguard Experience November 2013 - December 2014
Job Web Content/Communications Administrator
Industry Public Relations and Communications
Experience
Vanguard November 2013 - December 2014
Crystal Gloistein September 2012 - November 2013
The School in Rose Valley September 2009 - June 2012
International Chiropractic Pediatric Association January 2005 - June 2012
JAL Consulting, LLC 2008 - 2010
Crystal Gloistein 1997 - 2009
Wind Associates 2001 - 2005
Untours 1998 - 2001
Skills
Social Networking, Social Media Marketing, Social Media, Email Marketing, Web Design, WordPress, Dreamweaver, Web Content, Editing, Public Relations, Adobe Acrobat, Marketing, Microsoft Office, Photography, Photoshop, Facebook, HTML, Management, Online Communications, Event Planning, TeamSite, Nonprofits, Publications, Blogging, CMS, Tumblr, InDesign, Basecamp, Illustrator, Graphic Design, Brand Development, Digital Media, Writing, Joomla, Constant Contact, Mac, Instagram, Pinterest, Newsletters, Press Releases, HTML + CSS, Twitter, LinkedIn, PC
Education
Moore College of Art and Design 1998 — 2000
Certificate, Computer Graphics & Desktop Publishing
Prescott College 1990 — 1992
Outdoor Education, Human Development
Vanguard November 2013 - December 2014
Crystal Gloistein September 2012 - November 2013
The School in Rose Valley September 2009 - June 2012
International Chiropractic Pediatric Association January 2005 - June 2012
JAL Consulting, LLC 2008 - 2010
Crystal Gloistein 1997 - 2009
Wind Associates 2001 - 2005
Untours 1998 - 2001
Skills
Social Networking, Social Media Marketing, Social Media, Email Marketing, Web Design, WordPress, Dreamweaver, Web Content, Editing, Public Relations, Adobe Acrobat, Marketing, Microsoft Office, Photography, Photoshop, Facebook, HTML, Management, Online Communications, Event Planning, TeamSite, Nonprofits, Publications, Blogging, CMS, Tumblr, InDesign, Basecamp, Illustrator, Graphic Design, Brand Development, Digital Media, Writing, Joomla, Constant Contact, Mac, Instagram, Pinterest, Newsletters, Press Releases, HTML + CSS, Twitter, LinkedIn, PC
Education
Moore College of Art and Design 1998 — 2000
Certificate, Computer Graphics & Desktop Publishing
Prescott College 1990 — 1992
Outdoor Education, Human Development
Joan Rogan Joan Rogan's Vanguard Experience 2014 - Present
Job Beneficiary Support Associate (Contract) at Vanguard
Industry Financial Services
Experience
Vanguard 2014 - Present
Charles Schwab 2011 - 2013
Charles Schwab 2010 - 2011
ACCELerate Training and Development 2008 - 2011
Ingram Micro 2006 - 2008
Thompson Publishing Group 2006 - 2006
eFunds 1999 - 2005
Deluxe Corporation 1994 - 1999
MillerCoors 1981 - 1994
Skills
Employee Relations, Succession Planning, Organizational..., Performance Management, Training, Strategy, Leadership, Leadership Development, Employee Engagement, Recruiting, Management, Program Management, Change Management, Onboarding, Start-ups, Career Development, Sales, Management Development, Time Management, E-Learning, New Hire Orientations, Customer Service, Talent Management, Workforce Planning, Employee Training
Education
Mount Mary University
BA, Business
Vanguard 2014 - Present
Charles Schwab 2011 - 2013
Charles Schwab 2010 - 2011
ACCELerate Training and Development 2008 - 2011
Ingram Micro 2006 - 2008
Thompson Publishing Group 2006 - 2006
eFunds 1999 - 2005
Deluxe Corporation 1994 - 1999
MillerCoors 1981 - 1994
Skills
Employee Relations, Succession Planning, Organizational..., Performance Management, Training, Strategy, Leadership, Leadership Development, Employee Engagement, Recruiting, Management, Program Management, Change Management, Onboarding, Start-ups, Career Development, Sales, Management Development, Time Management, E-Learning, New Hire Orientations, Customer Service, Talent Management, Workforce Planning, Employee Training
Education
Mount Mary University
BA, Business
Joseph Carlucci Jr. Joseph Carlucci Jr.'s Vanguard Experience September 2014 - Present
Job Investment Professional at Vanguard
Industry Financial Services
Experience
Vanguard September 2014 - Present
Intellisphere, LLC May 2012 - August 2013
King's County District Attorney's Office May 2011 - July 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Time Management, Social Media, Microsoft Word, Financial Analysis, Social Networking, Marketing, Public Speaking, Leadership, Sales, Account Management, Teamwork
Education
Muhlenberg College 2010 — 2014
Bachelor of Arts, Finance and Business Admin. w/ concentration in Management
Saint John Vianney High School 2007 — 2010
Vanguard September 2014 - Present
Intellisphere, LLC May 2012 - August 2013
King's County District Attorney's Office May 2011 - July 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Time Management, Social Media, Microsoft Word, Financial Analysis, Social Networking, Marketing, Public Speaking, Leadership, Sales, Account Management, Teamwork
Education
Muhlenberg College 2010 — 2014
Bachelor of Arts, Finance and Business Admin. w/ concentration in Management
Saint John Vianney High School 2007 — 2010
Shirley Chau Osborne Shirley Chau Osborne's Vanguard Experience August 2002 - August 2008
Job Contracts Attorney
Industry Legal Services
Experience
Accenture March 2014 - Present
Procurian (formerly ICG Commerce) March 2011 - March 2014
Reger Rizzo & Darnall LLP June 2010 - August 2010
Kelvin Chia Partnership April 2010 - May 2010
Vanguard August 2002 - August 2008
Skills
Investments, Contract Negotiation, Finance, Financial Services, Negotiation, Legal Research, Mutual Funds, Project Management, Legal Writing, Risk Management, Due Diligence, Business Analysis, Strategic Financial..., Microsoft Excel, Mergers, Management, Real Estate, Corporate Law, Licensing, Civil Litigation
Education
National University of Singapore
International Business, Study Abroad
Pennsylvania State University, University Park
Bachelor of Science (BS), Finance and International Business
Pennsylvania State University-Great Valley Graduate Center
MBA, Business
Thomas M. Cooley Law School
JD, Law
Accenture March 2014 - Present
Procurian (formerly ICG Commerce) March 2011 - March 2014
Reger Rizzo & Darnall LLP June 2010 - August 2010
Kelvin Chia Partnership April 2010 - May 2010
Vanguard August 2002 - August 2008
Skills
Investments, Contract Negotiation, Finance, Financial Services, Negotiation, Legal Research, Mutual Funds, Project Management, Legal Writing, Risk Management, Due Diligence, Business Analysis, Strategic Financial..., Microsoft Excel, Mergers, Management, Real Estate, Corporate Law, Licensing, Civil Litigation
Education
National University of Singapore
International Business, Study Abroad
Pennsylvania State University, University Park
Bachelor of Science (BS), Finance and International Business
Pennsylvania State University-Great Valley Graduate Center
MBA, Business
Thomas M. Cooley Law School
JD, Law
Dylan Shepcaro Dylan Shepcaro's Vanguard Experience June 2015 - Present
Job Incoming Fund Financial Associate at Vanguard
Industry Banking
Experience
Vanguard June 2015 - Present
Team IMPACT June 2012 - May 2015
Muhlenberg College August 2011 - May 2015
Muhlenberg Ice Hockey August 2014 - February 2015
BNP Paribas June 2014 - August 2014
Portfolio Evaluations, Inc. May 2013 - August 2013
Westfield Area Y June 2011 - August 2013
Telx June 2010 - August 2012
Skills
Microsoft Office, Microsoft Excel, Outlook, Salesforce.com, Morningstar, XSP, Teamwork, DTC, Research, Leadership, Event Planning, Marketing, Analysis
Education
Muhlenberg College 2011 — 2015
Bachelor of Arts (BA), Economics and Finance, Senior
Vanguard June 2015 - Present
Team IMPACT June 2012 - May 2015
Muhlenberg College August 2011 - May 2015
Muhlenberg Ice Hockey August 2014 - February 2015
BNP Paribas June 2014 - August 2014
Portfolio Evaluations, Inc. May 2013 - August 2013
Westfield Area Y June 2011 - August 2013
Telx June 2010 - August 2012
Skills
Microsoft Office, Microsoft Excel, Outlook, Salesforce.com, Morningstar, XSP, Teamwork, DTC, Research, Leadership, Event Planning, Marketing, Analysis
Education
Muhlenberg College 2011 — 2015
Bachelor of Arts (BA), Economics and Finance, Senior
Amy (Fang) Dong Amy (Fang) Dong's Vanguard Experience January 2012 - June 2015
Job Developer, Investment Management System
Industry Investment Management
Experience
Vanguard January 2012 - June 2015
Penn State University August 2010 - December 2011
Skills
SQL, Shell Scripting, Python, Matlab, C, C#, Java, Microsoft Excel, VBA
Education
Penn State University 2010 — 2011
Master’s Degree, Manufacturing Management
Nanjing University 2006 — 2010
Bachelor’s Degree, School of Electronic Science and Engineering, Major in Acoustics, Minor in Finance
Vanguard January 2012 - June 2015
Penn State University August 2010 - December 2011
Skills
SQL, Shell Scripting, Python, Matlab, C, C#, Java, Microsoft Excel, VBA
Education
Penn State University 2010 — 2011
Master’s Degree, Manufacturing Management
Nanjing University 2006 — 2010
Bachelor’s Degree, School of Electronic Science and Engineering, Major in Acoustics, Minor in Finance
Kristina Shane's Vanguard Experience March 2014 - Present
Job Team Leader at Vanguard
Industry Insurance
Experience
Vanguard March 2014 - Present
Orange Blossom Flowers by Kristina Shane August 2008 - Present
Trion, a Marsh and McLennan Agency LLC Company April 2012 - March 2014
Trion, a Marsh & McLennan Agency, LLC Company April 2010 - April 2012
Trion, a Marsh & McLennan Agency, LLC Company June 2009 - April 2010
Muhlenberg Writing & Information Consultation Center August 2007 - May 2009
Muhlenberg Academic Resource Center August 2006 - May 2009
University of Pennsylvania Press June 2007 - August 2007
Skills
Documentation, Editing, Quality Assurance, Employee Benefits, Writing, Customer Service, Outstanding Customer..., Floral Design, Issues Resolution, Procedure Review, Supervisory Skills, Supervisory Experience, Staff Mentoring, Tutoring, Group Presentations, Confidentiality, Online Marketing, Client Acquisition, Client Service, Marketing Communications, Internal Communications, International Studies, Italian, Client Implementations, Team Leadership, Insurance, Health Insurance, Supervising, Staff Supervision, Management Of Direct..., Benefits Administration, Conflict Resolution, Call Centers, Human Resources, Proofreading, Management, Marketing, Program Management, Outlook, Blogging, Access, Software Documentation, Process Improvement
Education
Muhlenberg College 2005 — 2009
B.A, English with concentrations in Creative Writing and Italian Studies
CIEE: University of Ferrara 2007 — 2007
Bishop Shanahan High School 2001 — 2005
High School Diploma
Vanguard March 2014 - Present
Orange Blossom Flowers by Kristina Shane August 2008 - Present
Trion, a Marsh and McLennan Agency LLC Company April 2012 - March 2014
Trion, a Marsh & McLennan Agency, LLC Company April 2010 - April 2012
Trion, a Marsh & McLennan Agency, LLC Company June 2009 - April 2010
Muhlenberg Writing & Information Consultation Center August 2007 - May 2009
Muhlenberg Academic Resource Center August 2006 - May 2009
University of Pennsylvania Press June 2007 - August 2007
Skills
Documentation, Editing, Quality Assurance, Employee Benefits, Writing, Customer Service, Outstanding Customer..., Floral Design, Issues Resolution, Procedure Review, Supervisory Skills, Supervisory Experience, Staff Mentoring, Tutoring, Group Presentations, Confidentiality, Online Marketing, Client Acquisition, Client Service, Marketing Communications, Internal Communications, International Studies, Italian, Client Implementations, Team Leadership, Insurance, Health Insurance, Supervising, Staff Supervision, Management Of Direct..., Benefits Administration, Conflict Resolution, Call Centers, Human Resources, Proofreading, Management, Marketing, Program Management, Outlook, Blogging, Access, Software Documentation, Process Improvement
Education
Muhlenberg College 2005 — 2009
B.A, English with concentrations in Creative Writing and Italian Studies
CIEE: University of Ferrara 2007 — 2007
Bishop Shanahan High School 2001 — 2005
High School Diploma
Brian Plodizyn Brian Plodizyn's Vanguard Experience February 2007 - May 2009
Job Corporate Compliance
Industry Financial Services
Experience
Edmund Optics September 2013 - Present
PNC June 2009 - December 2012
PNC June 2009 - December 2012
Vanguard February 2007 - May 2009
Wells Fargo 2005 - 2007
Janney Montgomery Scott LLC 2005 - 2006
Skills
Investments, Enviromental Compliance, ISO 14001, C-TPAT, Internal Audit, ISO 9000, OSHA, Value Stream Mapping, Lean Manufacturing, Quality Assurance, RoHS, 5S, Environmental..., Environmental Compliance, Hazardous Materials..., Manufacturing, Banking, Mutual Funds, Finance, Equities, Business Analysis, Financial Analysis, Hazardous Materials, Conflcit Minerals, Business Strategy, Strategic Financial..., Business Continuity, Disaster Recovery
Education
Penn State University 2015 — 2017
Masters Supply Chain Management, Logistics, Materials, and Supply Chain Management
Rosemont College 2007 — 2009
Master of Business Administration (M.B.A.), Business, 3.9
Moravian College 2000 — 2004
Bachelor of Arts (B.A.), Finance
Haddonfield High School
Edmund Optics September 2013 - Present
PNC June 2009 - December 2012
PNC June 2009 - December 2012
Vanguard February 2007 - May 2009
Wells Fargo 2005 - 2007
Janney Montgomery Scott LLC 2005 - 2006
Skills
Investments, Enviromental Compliance, ISO 14001, C-TPAT, Internal Audit, ISO 9000, OSHA, Value Stream Mapping, Lean Manufacturing, Quality Assurance, RoHS, 5S, Environmental..., Environmental Compliance, Hazardous Materials..., Manufacturing, Banking, Mutual Funds, Finance, Equities, Business Analysis, Financial Analysis, Hazardous Materials, Conflcit Minerals, Business Strategy, Strategic Financial..., Business Continuity, Disaster Recovery
Education
Penn State University 2015 — 2017
Masters Supply Chain Management, Logistics, Materials, and Supply Chain Management
Rosemont College 2007 — 2009
Master of Business Administration (M.B.A.), Business, 3.9
Moravian College 2000 — 2004
Bachelor of Arts (B.A.), Finance
Haddonfield High School
William Fornicola William Fornicola's Vanguard Experience 2008 - 2012
Job Retired Living in Arizona
Industry Security and Investigations
Experience
Arizona October 2012 - Present
Vanguard 2008 - 2012
Wilmington University September 2006 - September 2008
Skills
Insurance, Private Investigations, Investigation, Public Safety, Policy, Security Operations, Public Speaking, Risk Management, Team Building, Microsoft Excel, Leadership, Customer Service, Criminal Law, Research, Analysis, Law Enforcement
Education
Wilmington Univesity 1996 — 2001
Masters Degree, Public Administration
Montgomery County Community College 1984 — 1986
Associate of Arts and Sciences (AAS), General Studies
Arizona October 2012 - Present
Vanguard 2008 - 2012
Wilmington University September 2006 - September 2008
Skills
Insurance, Private Investigations, Investigation, Public Safety, Policy, Security Operations, Public Speaking, Risk Management, Team Building, Microsoft Excel, Leadership, Customer Service, Criminal Law, Research, Analysis, Law Enforcement
Education
Wilmington Univesity 1996 — 2001
Masters Degree, Public Administration
Montgomery County Community College 1984 — 1986
Associate of Arts and Sciences (AAS), General Studies
Elizabeth Sussman Elizabeth Sussman's Vanguard Experience February 2014 - Present
Job Writer/Editor, Communications Specialist
Industry Writing and Editing
Experience
Vanguard February 2014 - Present
Elizabeth J. Sussman, AICP 1990 - 2014
Advanced GeoServices 2005 - 2009
Skills
Proposal Writing, Press Releases, Writing, Editing, Nonprofits, Marketing, Presentations, Project Management, Consulting, Technical Writing
Education
Muhlenberg College
New York University
Master of Urban and Regional Planning
Vanguard February 2014 - Present
Elizabeth J. Sussman, AICP 1990 - 2014
Advanced GeoServices 2005 - 2009
Skills
Proposal Writing, Press Releases, Writing, Editing, Nonprofits, Marketing, Presentations, Project Management, Consulting, Technical Writing
Education
Muhlenberg College
New York University
Master of Urban and Regional Planning
Claire Del Casale's Vanguard Experience June 2015 - Present
Job Processing Associate Retail Client Account Services Department at Vanguard
Industry Higher Education
Experience
Vanguard June 2015 - Present
Moravian College Academic Affairs Office September 2011 - May 2015
Microtrac Inc. September 2014 - November 2014
G&W Laboratories May 2014 - August 2014
Moravian College January 2014 - August 2014
Skills
Microsoft Word, Microsoft Excel, Teamwork, PowerPoint, Microsoft Office, Social Media, Time Management, Data Entry, Human Resources, Higher Education, Project Planning, Social Networking, Leadership
Education
Moravian College 2011 — 2015
Bachelor of Arts (BA), Business Administration and Management, General, 3.52
St. Hubert Catholic High School for Girls 2007 — 2011
Vanguard June 2015 - Present
Moravian College Academic Affairs Office September 2011 - May 2015
Microtrac Inc. September 2014 - November 2014
G&W Laboratories May 2014 - August 2014
Moravian College January 2014 - August 2014
Skills
Microsoft Word, Microsoft Excel, Teamwork, PowerPoint, Microsoft Office, Social Media, Time Management, Data Entry, Human Resources, Higher Education, Project Planning, Social Networking, Leadership
Education
Moravian College 2011 — 2015
Bachelor of Arts (BA), Business Administration and Management, General, 3.52
St. Hubert Catholic High School for Girls 2007 — 2011
Fran Garvin Fran Garvin's Vanguard Experience December 2013 - Present
Job Program Manager for Learning at Vanguard
Industry Financial Services
Experience
Vanguard December 2013 - Present
Vanguard April 2012 - December 2013
Vanguard March 2010 - April 2012
Vanguard November 2005 - March 2010
Skills
CRM, Coaching, Performance Management, Sales, Management, Corporate Training, Sales Management, Professional Coaching, Training Management, Microsoft Excel, Manage Client..., Portfolio Management, Financal Planning, Microsoft Office, PowerPoint, Consulting, Training, Learning & Development, Leadership Development, Leadership
Education
Moravian College 1995 — 1999
Bachelor of Arts (BA), Sociology
Vanguard December 2013 - Present
Vanguard April 2012 - December 2013
Vanguard March 2010 - April 2012
Vanguard November 2005 - March 2010
Skills
CRM, Coaching, Performance Management, Sales, Management, Corporate Training, Sales Management, Professional Coaching, Training Management, Microsoft Excel, Manage Client..., Portfolio Management, Financal Planning, Microsoft Office, PowerPoint, Consulting, Training, Learning & Development, Leadership Development, Leadership
Education
Moravian College 1995 — 1999
Bachelor of Arts (BA), Sociology
Matthew Sakautzki Matthew Sakautzki's Vanguard Experience April 2013 - Present
Job Problem Resolution at Vanguard
Industry Financial Services
Experience
Vanguard April 2013 - Present
Scottrade May 2012 - April 2013
Scottrade February 2010 - May 2012
United States Postal Service September 2008 - January 2010
Skills
Series 63, Series 7, CFA level 1 candidate, Equities, Investments, Fixed Income, Portfolio Management, Mutual Funds, Securities, Options, Finance, Financial Markets, Trading, Corporate Finance, Asset Allocation
Education
Temple University - Fox School of Business and Management 2010 — 2012
Bachelor of Arts (BA), Finance
Montgomery County Community College 2009 — 2010
Associate's degree, Business Administration and Management, General
Vanguard April 2013 - Present
Scottrade May 2012 - April 2013
Scottrade February 2010 - May 2012
United States Postal Service September 2008 - January 2010
Skills
Series 63, Series 7, CFA level 1 candidate, Equities, Investments, Fixed Income, Portfolio Management, Mutual Funds, Securities, Options, Finance, Financial Markets, Trading, Corporate Finance, Asset Allocation
Education
Temple University - Fox School of Business and Management 2010 — 2012
Bachelor of Arts (BA), Finance
Montgomery County Community College 2009 — 2010
Associate's degree, Business Administration and Management, General
Lace it Up Dance Studio's Vanguard Experience December 2006 - June 2011
Job Owner Cheryl Ingram
Industry Recreational Facilities and Services
Experience
Lace it Up Dance Studio, LLC June 2010 - Present
Vanguard December 2006 - June 2011
Ascesus August 1998 - June 2005
Skills
Latin Dance, Drawing, Creative Direction, Modern Dance, Coaching, Customer Service, Public Speaking, Mutual Funds, Event Management, Small Business, Social Networking, Social Media Marketing, Advertising, Graphic Design, Management, Social Media, Marketing, Event Planning, Strategic Planning
Education
University of Phoenix 2009 — 2011
Business, Management, Marketing, and Related Support Services
Montgomery County Community College 2004 — 2006
Fine/Studio Arts, General
Frankford High School 1985 — 1989
Diploma, General Studies
Lace it Up Dance Studio, LLC June 2010 - Present
Vanguard December 2006 - June 2011
Ascesus August 1998 - June 2005
Skills
Latin Dance, Drawing, Creative Direction, Modern Dance, Coaching, Customer Service, Public Speaking, Mutual Funds, Event Management, Small Business, Social Networking, Social Media Marketing, Advertising, Graphic Design, Management, Social Media, Marketing, Event Planning, Strategic Planning
Education
University of Phoenix 2009 — 2011
Business, Management, Marketing, and Related Support Services
Montgomery County Community College 2004 — 2006
Fine/Studio Arts, General
Frankford High School 1985 — 1989
Diploma, General Studies
Steven DeFazio Steven DeFazio's Vanguard Experience January 2012 - Present
Job OMS Developer at Vanguard
Industry Financial Services
Experience
Vanguard January 2012 - Present
Novartis May 2011 - December 2011
Northeastern University September 2010 - May 2011
DataGlove 2010 - 2010
Skills
CSS, Ksh, SQL, Java, Groovy, Charles River IMS
Education
Northeastern University 2010 — 2012
MS, Bioinformatics
Moravian College 2006 — 2010
Bachelor of Science, Computer Science and Biology
Vanguard January 2012 - Present
Novartis May 2011 - December 2011
Northeastern University September 2010 - May 2011
DataGlove 2010 - 2010
Skills
CSS, Ksh, SQL, Java, Groovy, Charles River IMS
Education
Northeastern University 2010 — 2012
MS, Bioinformatics
Moravian College 2006 — 2010
Bachelor of Science, Computer Science and Biology
Nick Yelito's Vanguard Experience June 2012 - Present
Job Developer at Vanguard
Industry Computer Software
Experience
Vanguard June 2012 - Present
Moravian College August 2011 - April 2012
Moravian College June 2011 - August 2011
Moravian College June 2010 - August 2010
Skills
Java, C, Python, Software Engineering, C++, HTML, XML, OS X, Android, Windows, Computer Science
Education
Moravian College 2008 — 2012
Bachelor of Science, Computer Science
Vanguard June 2012 - Present
Moravian College August 2011 - April 2012
Moravian College June 2011 - August 2011
Moravian College June 2010 - August 2010
Skills
Java, C, Python, Software Engineering, C++, HTML, XML, OS X, Android, Windows, Computer Science
Education
Moravian College 2008 — 2012
Bachelor of Science, Computer Science
Matthew Harry Matthew Harry's Vanguard Experience November 2012 - Present
Job Financial Operations at Vanguard
Industry Financial Services
Experience
Vanguard November 2012 - Present
Prudential Financial April 2012 - November 2012
New York Life Insurance Company August 2011 - April 2012
Roman Organization, LLC January 2008 - August 2011
Maia Restaurant August 2008 - April 2009
CanCan Brasserie January 2006 - December 2006
Portabla January 2005 - December 2005
The Cellar, University of Richmond August 2004 - December 2004
Miner's March 2004 - August 2004
Philmont Scout Ranch March 2004 - August 2004
Skills
Bread, Inventory Management, Event Planning, Customer Service, Management, Team Building, Pastry, Event Management, Leadership, Budgets, Public Speaking, ServSafe, Culinary Skills, Training, Sanitation
Education
St. Joseph's University 2009 — 2011
Bachelor of Arts, Business Administration
Montgomery County Community College 2007 — 2009
A.S, Business Administration
Le Cordon Bleu Texas Culinary Academy 2005 — 2005
A.A.S, Culinary Arts
Vanguard November 2012 - Present
Prudential Financial April 2012 - November 2012
New York Life Insurance Company August 2011 - April 2012
Roman Organization, LLC January 2008 - August 2011
Maia Restaurant August 2008 - April 2009
CanCan Brasserie January 2006 - December 2006
Portabla January 2005 - December 2005
The Cellar, University of Richmond August 2004 - December 2004
Miner's March 2004 - August 2004
Philmont Scout Ranch March 2004 - August 2004
Skills
Bread, Inventory Management, Event Planning, Customer Service, Management, Team Building, Pastry, Event Management, Leadership, Budgets, Public Speaking, ServSafe, Culinary Skills, Training, Sanitation
Education
St. Joseph's University 2009 — 2011
Bachelor of Arts, Business Administration
Montgomery County Community College 2007 — 2009
A.S, Business Administration
Le Cordon Bleu Texas Culinary Academy 2005 — 2005
A.A.S, Culinary Arts
Jeffrey Morrow, CFA Jeffrey Morrow, CFA's Vanguard Experience May 2007 - May 2008
Job Derivatives Trader at Delaware Investments
Industry Investment Management
Experience
Delaware Investments December 2009 - Present
Lincoln Financial Group May 2008 - December 2009
Vanguard May 2007 - May 2008
Education
Temple University 2007 — 2009
MS, Financial Engineering
Muhlenberg College 2003 — 2007
Bachelor of Science (BS), Mathematics
Delaware Investments December 2009 - Present
Lincoln Financial Group May 2008 - December 2009
Vanguard May 2007 - May 2008
Education
Temple University 2007 — 2009
MS, Financial Engineering
Muhlenberg College 2003 — 2007
Bachelor of Science (BS), Mathematics
Rita (Heller) Marks's Vanguard Experience January 1997 - April 2015
Job Client Relationship Adminstrator at Vanguard
Industry Financial Services
Experience
Whispering Walnut Farm April 1985 - Present
Vanguard January 1997 - April 2015
Jikiden Reiki Training Center 2015 - 2015
Vanguard January 1998 - March 1999
Montgomery County Community College August 1997 - January 1998
Skills
Equine Nutrition, Equine Massage, Event Planning, Training, Small Business, Marketing, Equine Nutrition..., 401k Adminstrator, Dressage & Western..., Fundraising, Online Advertising, ERISA Plan Documents, ASPPA RPF 1 & 2, Customer Service..., Advertising, Team Building
Education
The university of Edingburg 2014 — 2014
Certificate, Equine Nutrition, certificate
Montgomery County Community College 1995 — 1997
associates degress Business, Business Administration and Management, General
University of Philadelphia
Finance, General
Whispering Walnut Farm April 1985 - Present
Vanguard January 1997 - April 2015
Jikiden Reiki Training Center 2015 - 2015
Vanguard January 1998 - March 1999
Montgomery County Community College August 1997 - January 1998
Skills
Equine Nutrition, Equine Massage, Event Planning, Training, Small Business, Marketing, Equine Nutrition..., 401k Adminstrator, Dressage & Western..., Fundraising, Online Advertising, ERISA Plan Documents, ASPPA RPF 1 & 2, Customer Service..., Advertising, Team Building
Education
The university of Edingburg 2014 — 2014
Certificate, Equine Nutrition, certificate
Montgomery County Community College 1995 — 1997
associates degress Business, Business Administration and Management, General
University of Philadelphia
Finance, General
James McGuire James McGuire's Vanguard Experience November 2013 - Present
Job High Net Worth Relationship Manager at Vanguard
Industry Financial Services
Experience
Vanguard November 2013 - Present
Wells Fargo Advisors January 2000 - November 2013
First Union National Bank August 1997 - January 2000
Skills
Financial Services, Investments, Finance, Retirement Planning, Series 7, CRPC, Retirement, Series 63, Mutual Funds, Wealth Management, Asset Allocation, Securities, Investment Strategies, Portfolio Management, Banking, Fixed Income, Series 6, Series 66
Education
University of South Carolina 1992 — 1994
Bachelor of Arts (B.A.), Economics
Nassau Community College 1989 — 1992
Associate of Science (A.S.), Business Administration and Management, General
Vanguard November 2013 - Present
Wells Fargo Advisors January 2000 - November 2013
First Union National Bank August 1997 - January 2000
Skills
Financial Services, Investments, Finance, Retirement Planning, Series 7, CRPC, Retirement, Series 63, Mutual Funds, Wealth Management, Asset Allocation, Securities, Investment Strategies, Portfolio Management, Banking, Fixed Income, Series 6, Series 66
Education
University of South Carolina 1992 — 1994
Bachelor of Arts (B.A.), Economics
Nassau Community College 1989 — 1992
Associate of Science (A.S.), Business Administration and Management, General
Susheel Waghray's Vanguard Experience December 2000 - December 2003
Job Director Information Technology at Sears Holdings Corporation
Industry Information Technology and Services
Experience
Sears Holdings Corporation November 2011 - Present
Sears Holdings Corporation November 2010 - Present
Sears Holdings Corporation November 2006 - Present
US Technology Client: Sara Lee Corporation April 2005 - October 2006
Planet Online October 2004 - March 2005
Infobrain Technologies September 2003 - September 2004
Vanguard December 2000 - December 2003
VWR scientific products June 1998 - December 2000
Maruti Suzuki Motors February 1994 - May 1998
Cement Corporation of India, October 1991 - February 1994
Skills
IT Strategy, SDLC, PMO, Enterprise Architecture, Vendor Management, Project Portfolio..., Project Management, Resource Management, Program Management, Software Project..., Change Management, Business Analysis, ERP, Business Process..., Data Warehousing
Education
National Institute of Technology Tiruchirappalli 1983 — 1987
Master of Computer Applications, Computers
Osmania University 1981 — 1983
Bachelor of Electronic, Electronics
Sears Holdings Corporation November 2011 - Present
Sears Holdings Corporation November 2010 - Present
Sears Holdings Corporation November 2006 - Present
US Technology Client: Sara Lee Corporation April 2005 - October 2006
Planet Online October 2004 - March 2005
Infobrain Technologies September 2003 - September 2004
Vanguard December 2000 - December 2003
VWR scientific products June 1998 - December 2000
Maruti Suzuki Motors February 1994 - May 1998
Cement Corporation of India, October 1991 - February 1994
Skills
IT Strategy, SDLC, PMO, Enterprise Architecture, Vendor Management, Project Portfolio..., Project Management, Resource Management, Program Management, Software Project..., Change Management, Business Analysis, ERP, Business Process..., Data Warehousing
Education
National Institute of Technology Tiruchirappalli 1983 — 1987
Master of Computer Applications, Computers
Osmania University 1981 — 1983
Bachelor of Electronic, Electronics
Kenneth Couser, CFP®'s Vanguard Experience October 2013 - Present
Job Manager at Vanguard
Industry Financial Services
Experience
Vanguard October 2013 - Present
Vanguard May 2008 - October 2013
The Vanguard Group December 2005 - May 2008
The Vanguard Group January 2001 - December 2005
Skills
Portfolio Management, Investments, Asset, Financial Planning, Retirement Planning, Insurance, Asset Management, Customer Relations, Customer Service, Financial Services, Management, Series 63, Strategic Financial..., Relationship Management, Finance
Education
Morehouse College 1992 — 1996
Bachelor of Science, Economics
Morehouse College 1992 — 1996
Economics
Vanguard October 2013 - Present
Vanguard May 2008 - October 2013
The Vanguard Group December 2005 - May 2008
The Vanguard Group January 2001 - December 2005
Skills
Portfolio Management, Investments, Asset, Financial Planning, Retirement Planning, Insurance, Asset Management, Customer Relations, Customer Service, Financial Services, Management, Series 63, Strategic Financial..., Relationship Management, Finance
Education
Morehouse College 1992 — 1996
Bachelor of Science, Economics
Morehouse College 1992 — 1996
Economics
Saiprasad Jukalkar's Vanguard Experience September 2007 - April 2008
Job Sr Consultant @ Prolifics
Industry Information Technology and Services
Experience
Prolifics a SemanticSpace company November 2010 - Present
Wal-mart May 2008 - October 2010
Vanguard September 2007 - April 2008
Michelin July 2006 - August 2007
Johnson Controls December 2005 - June 2006
Sprint Nextel - Camo Technologies January 2005 - November 2005
GE Transportation September 2000 - December 2004
Wings Infonet Ltd January 1997 - August 2000
Wings Infonet Limited June 1995 - January 1997
Skills
WebSphere Portal, J2EE, Web 2.0, WCM, IT Service Management, Object Oriented Design, ILOG JRules, Java Enterprise Edition
Education
National Institute of Information Technology 1997 — 2000
PG Diploma in System Design & Software Development, Computer Science, A
Osmania University 1991 — 1994
Prolifics a SemanticSpace company November 2010 - Present
Wal-mart May 2008 - October 2010
Vanguard September 2007 - April 2008
Michelin July 2006 - August 2007
Johnson Controls December 2005 - June 2006
Sprint Nextel - Camo Technologies January 2005 - November 2005
GE Transportation September 2000 - December 2004
Wings Infonet Ltd January 1997 - August 2000
Wings Infonet Limited June 1995 - January 1997
Skills
WebSphere Portal, J2EE, Web 2.0, WCM, IT Service Management, Object Oriented Design, ILOG JRules, Java Enterprise Edition
Education
National Institute of Information Technology 1997 — 2000
PG Diploma in System Design & Software Development, Computer Science, A
Osmania University 1991 — 1994
Shannon Gary's Vanguard Experience August 1997 - July 2002
Job Associate Dean of Students at Montclair State University
Industry Education Management
Experience
Montclair State University July 2012 - Present
Drexel University July 2010 - July 2012
Drexel University January 2007 - July 2010
Temple University January 2005 - January 2007
Lafayette College August 2003 - December 2005
Vanguard August 1997 - July 2002
Skills
Higher Education, Student Affairs, Student Development, Academic Advising, Teaching, Admissions, Residence Life, Student Engagement, Higher Education..., Program Development, Enrollment Management, Alumni Relations, Academic Administration, Career Counseling
Education
University of Pennsylvania 2003 — 2009
Ed.D., Higher Education Management
University of Pennsylvania 2002 — 2003
M.S. Ed., Higher Education Management
Muhlenberg College 1993 — 1997
BA, Economics and Psychology
Montclair State University July 2012 - Present
Drexel University July 2010 - July 2012
Drexel University January 2007 - July 2010
Temple University January 2005 - January 2007
Lafayette College August 2003 - December 2005
Vanguard August 1997 - July 2002
Skills
Higher Education, Student Affairs, Student Development, Academic Advising, Teaching, Admissions, Residence Life, Student Engagement, Higher Education..., Program Development, Enrollment Management, Alumni Relations, Academic Administration, Career Counseling
Education
University of Pennsylvania 2003 — 2009
Ed.D., Higher Education Management
University of Pennsylvania 2002 — 2003
M.S. Ed., Higher Education Management
Muhlenberg College 1993 — 1997
BA, Economics and Psychology
Priyesh Doshi's Vanguard Experience 2006 - 2008
Job Manager at Accenture
Industry Computer Software
Experience
Accenture 2006 - Present
Independence Blue Cross March 2013 - January 2015
Merck 2011 - January 2013
Comcast February 2010 - March 2011
United States Postal Service January 2009 - February 2010
Vanguard 2006 - 2008
TACODA February 2006 - June 2006
Fiberlink 2002 - 2005
Skills
Quality Center, Test Management, Business Analysis, Test Strategy, Pharmacovigilance, System Integration..., Test Planning, Argus Safety, SDLC, System Testing, Agile Methodologies, QTP, Requirements Analysis, Requirements Gathering, Integration, Quality Assurance, Software Project..., Software Quality..., User Acceptance Testing, Waterfall, Business Requirements
Education
Temple University 2002 — 2004
Bachelor's degree, Computer and Information Sciences
Montgomery County Community College 2000 — 2002
Associates, Computer & Information Science
St. Joseph's High School 1986 — 1996
High School
Accenture 2006 - Present
Independence Blue Cross March 2013 - January 2015
Merck 2011 - January 2013
Comcast February 2010 - March 2011
United States Postal Service January 2009 - February 2010
Vanguard 2006 - 2008
TACODA February 2006 - June 2006
Fiberlink 2002 - 2005
Skills
Quality Center, Test Management, Business Analysis, Test Strategy, Pharmacovigilance, System Integration..., Test Planning, Argus Safety, SDLC, System Testing, Agile Methodologies, QTP, Requirements Analysis, Requirements Gathering, Integration, Quality Assurance, Software Project..., Software Quality..., User Acceptance Testing, Waterfall, Business Requirements
Education
Temple University 2002 — 2004
Bachelor's degree, Computer and Information Sciences
Montgomery County Community College 2000 — 2002
Associates, Computer & Information Science
St. Joseph's High School 1986 — 1996
High School
Shantel Bellamy's Vanguard Experience May 2014 - Present
Job Adminstrative Associate at Vanguard
Industry Pharmaceuticals
Experience
Vanguard May 2014 - Present
SAP April 2013 - December 2013
GlaxoSmithKline February 2012 - January 2013
Pfizer Pharmaceuticals October 2003 - October 2011
Skills
Pharmaceutical Industry, Training, Marketing, Administrative..., Outlook, PowerPoint, Microsoft Office, Microsoft Excel, Time Management, SAP, FDA, Clinical Trials, Process Improvement, Administration, Healthcare, Administrative..., Customer Service
Education
Montgomery County Community College 1993 — 1995
Vanguard May 2014 - Present
SAP April 2013 - December 2013
GlaxoSmithKline February 2012 - January 2013
Pfizer Pharmaceuticals October 2003 - October 2011
Skills
Pharmaceutical Industry, Training, Marketing, Administrative..., Outlook, PowerPoint, Microsoft Office, Microsoft Excel, Time Management, SAP, FDA, Clinical Trials, Process Improvement, Administration, Healthcare, Administrative..., Customer Service
Education
Montgomery County Community College 1993 — 1995
Amy Devlin's Vanguard Experience July 2002 - April 2004
Job Graphic/Web Designer at Voya Financial
Industry Financial Services
Experience
Voya Financial September 2014 - Present
ING June 2007 - August 2014
ExpenseWatch May 2006 - February 2007
Vishay Intertechnology, Inc. August 2004 - May 2006
ExpenseWatch April 2004 - June 2004
Vanguard July 2002 - April 2004
Kline Graphic Design, Inc., June 2001 - June 2002
Skills
Web Design, User Interface Design, Logo Design, Interaction Design, Graphic Design, Dreamweaver, Typography, Brochures, Adobe Creative Suite, Corporate Identity, Photoshop, Graphics, Art Direction, Creative Direction, Illustrator
Education
Moore College of Art and Design 1998 — 2001
Bachelor of Fine Arts (BFA), Graphic Design
Voya Financial September 2014 - Present
ING June 2007 - August 2014
ExpenseWatch May 2006 - February 2007
Vishay Intertechnology, Inc. August 2004 - May 2006
ExpenseWatch April 2004 - June 2004
Vanguard July 2002 - April 2004
Kline Graphic Design, Inc., June 2001 - June 2002
Skills
Web Design, User Interface Design, Logo Design, Interaction Design, Graphic Design, Dreamweaver, Typography, Brochures, Adobe Creative Suite, Corporate Identity, Photoshop, Graphics, Art Direction, Creative Direction, Illustrator
Education
Moore College of Art and Design 1998 — 2001
Bachelor of Fine Arts (BFA), Graphic Design
Tanya Fulwiley's Vanguard Experience Retirement Plan SpecialistT. Rowe PriceOctober 1996 - July 2007
Job Client Relationship Administrator at Vanguard
Industry Financial Services
Experience
Vanguard Retirement Plan SpecialistT. Rowe PriceOctober 1996 - July 2007
Skills
Mutual Funds, 401k, Investments, Customer Service, Asset Management, Retirement Planning, Retirement, Series 63, Asset Allocation
Education
Morgan State University 1988 — 1993
Vanguard Retirement Plan SpecialistT. Rowe PriceOctober 1996 - July 2007
Skills
Mutual Funds, 401k, Investments, Customer Service, Asset Management, Retirement Planning, Retirement, Series 63, Asset Allocation
Education
Morgan State University 1988 — 1993
Annette Bonner's Vanguard Experience 1998 - Present
Job Research Manager at Vanguard
Industry Market Research
Experience
Vanguard 1998 - Present
PECO Energy 1992 - 1998
Wyeth 1995 - 1996
Chilton Research 1988 - 1989
Skills
Analytics, Consulting, Analysis, Market Research, Marketing Research, Web Analytics, Strategy, Management, Competitive Analysis, Business Planning, Segmentation, CRM, Project Planning, Data Analysis, Customer Insight
Education
Wharton Business School 1989 — 1990
PhD coursework, Marketing
Moravian College
BA, French
Moravian Prep
Moravian Prep
Villanova University
MBA
Vanguard 1998 - Present
PECO Energy 1992 - 1998
Wyeth 1995 - 1996
Chilton Research 1988 - 1989
Skills
Analytics, Consulting, Analysis, Market Research, Marketing Research, Web Analytics, Strategy, Management, Competitive Analysis, Business Planning, Segmentation, CRM, Project Planning, Data Analysis, Customer Insight
Education
Wharton Business School 1989 — 1990
PhD coursework, Marketing
Moravian College
BA, French
Moravian Prep
Moravian Prep
Villanova University
MBA
Priti Jain's Vanguard Experience 1996 - Present
Job Project Manager at Vanguard
Industry Financial Services
Experience
Vanguard 1996 - Present
Advanta Mortgage 1995 - 1996
Skills
Agile Methodologies, Content Management, Agile Project Management, Scrum, SDLC, CRM, Project Management, Visio, Requirements Gathering, Business Analysis, Requirements Analysis, PMP, Management
Education
University of Mumbai 1985 — 1987
Bachelors, Law
Narsee Monjee Institute of Management Studies 1979 — 1984
Bachelors, Accounting
A H Wadia High School 1971 — 1980
High School, English
Vanguard 1996 - Present
Advanta Mortgage 1995 - 1996
Skills
Agile Methodologies, Content Management, Agile Project Management, Scrum, SDLC, CRM, Project Management, Visio, Requirements Gathering, Business Analysis, Requirements Analysis, PMP, Management
Education
University of Mumbai 1985 — 1987
Bachelors, Law
Narsee Monjee Institute of Management Studies 1979 — 1984
Bachelors, Accounting
A H Wadia High School 1971 — 1980
High School, English
Diron Scott's Vanguard Experience August 2007 - Present
Job Sales Executive
Industry Financial Services
Experience
Vanguard August 2007 - Present
Merrill Lynch 2001 - 2007
Education
The University of Chicago Booth School of Business 1992 — 1994
Morehouse College 1984 — 1988
BA, Management and Finance
Vanguard August 2007 - Present
Merrill Lynch 2001 - 2007
Education
The University of Chicago Booth School of Business 1992 — 1994
Morehouse College 1984 — 1988
BA, Management and Finance
Derek Pretz's Vanguard Experience 1993 - 2010
Job Application Systems Technical Lead at The Vanguard Group
Industry Investment Management
Experience
The Vanguard Group December 1993 - Present
Vanguard 1993 - 2010
PNC Bank January 1992 - December 1993
AIG Marketing, Inc 1985 - 1992
Skills
Business Analysis, SDLC, Software Project...
Education
Muhlenberg College 1975 — 1979
The Vanguard Group December 1993 - Present
Vanguard 1993 - 2010
PNC Bank January 1992 - December 1993
AIG Marketing, Inc 1985 - 1992
Skills
Business Analysis, SDLC, Software Project...
Education
Muhlenberg College 1975 — 1979
Kristine Cappello's Vanguard Experience June 2014 - Present
Job Senior Manager at Vanguard
Industry Financial Services
Experience
Vanguard June 2014 - Present
The Vanguard Group June 2000 - June 2014
Vanguard June 1998 - June 2000
Vanguard, Institutional June 1996 - June 1998
Towers Watson (Towers Perrin) May 1993 - June 1996
Skills
Series 63, Mutual Funds, Financial Services, Investments, Process Improvement, Risk Management, 401k, Asset Allocation, Project Management, Retirement, Finance, Relationship Management, Sales Process, Business Strategy
Education
Saint Joseph's University 2005 — 2009
Mount Saint Mary's College 1989 — 1993
Bachelor of Science (BS), Economics
Vanguard June 2014 - Present
The Vanguard Group June 2000 - June 2014
Vanguard June 1998 - June 2000
Vanguard, Institutional June 1996 - June 1998
Towers Watson (Towers Perrin) May 1993 - June 1996
Skills
Series 63, Mutual Funds, Financial Services, Investments, Process Improvement, Risk Management, 401k, Asset Allocation, Project Management, Retirement, Finance, Relationship Management, Sales Process, Business Strategy
Education
Saint Joseph's University 2005 — 2009
Mount Saint Mary's College 1989 — 1993
Bachelor of Science (BS), Economics
Mark Werrell's Vanguard Experience January 2013 - Present
Job Client Relationship Administrator at Vanguard
Industry Financial Services
Experience
Vanguard January 2013 - Present
The Vanguard Group August 2008 - January 2013
Vanguard September 1985 - January 2013
Skills
Series 63, Series 7, Asset Allocation, Retirement Planning, Investments, Retirement, Series 6, 401k, ETFs, FINRA, Strategic Financial..., IRAs
Education
Wilmington University 1987 — 1991
M.S., Management
University of Delaware 1976 — 1978
M.A., Political Science
Muhlenberg College 1972 — 1976
A.B>, Political Science/ Russian Studies
Vanguard January 2013 - Present
The Vanguard Group August 2008 - January 2013
Vanguard September 1985 - January 2013
Skills
Series 63, Series 7, Asset Allocation, Retirement Planning, Investments, Retirement, Series 6, 401k, ETFs, FINRA, Strategic Financial..., IRAs
Education
Wilmington University 1987 — 1991
M.S., Management
University of Delaware 1976 — 1978
M.A., Political Science
Muhlenberg College 1972 — 1976
A.B>, Political Science/ Russian Studies
Jennifer Curcio's Vanguard Experience October 2009 - September 2010
Job Marketing Assistant at Bexel
Industry Design
Experience
Bexel March 2015 - Present
Greene, Tweed and Co December 2010 - May 2014
Vanguard October 2009 - September 2010
Goldstar Design June 2008 - January 2010
NEWS-Line Publishing January 2009 - September 2009
Skills
Adobe Creative Suite, Adobe Acrobat, Photoshop, Logo Design, Layout, Advertising, QuarkXPress, Adobe After Effects, Adobe Premiere, Video Editing, Video Production, Flash, Graphics, WordPress, InDesign, Mac, Social Media, Illustrator, Editing, Interaction Design, Marketing, Graphic Design
Education
Moore College of Art and Design 2003 — 2008
Bachelor of Fine Arts (BFA), Graphic Design
Bexel March 2015 - Present
Greene, Tweed and Co December 2010 - May 2014
Vanguard October 2009 - September 2010
Goldstar Design June 2008 - January 2010
NEWS-Line Publishing January 2009 - September 2009
Skills
Adobe Creative Suite, Adobe Acrobat, Photoshop, Logo Design, Layout, Advertising, QuarkXPress, Adobe After Effects, Adobe Premiere, Video Editing, Video Production, Flash, Graphics, WordPress, InDesign, Mac, Social Media, Illustrator, Editing, Interaction Design, Marketing, Graphic Design
Education
Moore College of Art and Design 2003 — 2008
Bachelor of Fine Arts (BFA), Graphic Design
Justin McMahon's Vanguard Experience June 2013 - June 2015
Job Content Manager/Developer at Aberdeen
Industry Internet
Experience
Aberdeen Asset Management June 2015 - Present
Vanguard June 2013 - June 2015
FTI Consulting August 2011 - April 2013
Access Group October 2009 - September 2011
The Sports Network November 2005 - October 2009
Skills
Dreamweaver, CSS, HTML, Wordpress, Web Development, SEO, User Experience, WordPress, Web Analytics, Front-end, Online Marketing
Education
Mount St. Mary's University 2001 — 2005
BA, Communications
Aberdeen Asset Management June 2015 - Present
Vanguard June 2013 - June 2015
FTI Consulting August 2011 - April 2013
Access Group October 2009 - September 2011
The Sports Network November 2005 - October 2009
Skills
Dreamweaver, CSS, HTML, Wordpress, Web Development, SEO, User Experience, WordPress, Web Analytics, Front-end, Online Marketing
Education
Mount St. Mary's University 2001 — 2005
BA, Communications
Susan Blumberg's Vanguard Experience October 2012 - Present
Job Designer, Brand Management Services at Vanguard
Industry Graphic Design
Experience
Vanguard October 2012 - Present
Social Impact Studios May 2009 - December 2013
CR Luxury Vacation Rentals & Tours, Los Sueños Resort May 2010 - May 2012
Comcast Interactive Media September 2009 - February 2010
Red Tettemer October 2008 - May 2009
Skills
Logo Design, Typography, SEO, Graphic Design, Email Marketing, Creative Direction, Interaction Design, Advertising, Photography, WordPress, Graphics
Education
Moore College of Art and Design 2007 — 2010
BFA, Graphic Desgin
Vanguard October 2012 - Present
Social Impact Studios May 2009 - December 2013
CR Luxury Vacation Rentals & Tours, Los Sueños Resort May 2010 - May 2012
Comcast Interactive Media September 2009 - February 2010
Red Tettemer October 2008 - May 2009
Skills
Logo Design, Typography, SEO, Graphic Design, Email Marketing, Creative Direction, Interaction Design, Advertising, Photography, WordPress, Graphics
Education
Moore College of Art and Design 2007 — 2010
BFA, Graphic Desgin
Douglas Ladley's Vanguard Experience March 2012 - Present
Job Supervisor Global Middle Office Equity at Vanguard
Industry Financial Services
Experience
Vanguard March 2012 - Present
STP Investment Services, Inc June 2009 - December 2011
Capmark Finance Inc September 2007 - April 2009
StateStreet Financial Services August 2006 - September 2007
Delaware Investments August 2005 - August 2006
Morgan Stanley Investment Management September 2002 - September 2005
Morgan Stanley Investment Management January 2000 - September 2002
Delaware Investments June 1997 - December 1999
Executive Financial Services May 1994 - August 1994
Skills
Operations, Trading, Investments, Mutual Funds, Goal Oriented, Fixed Income, FX, Settlements, Back Office, Equities, Client Service, Investment Advisory, Middle Office
Education
Muhlenberg College 1993 — 1997
Bachelor of Arts, Economics; Finance
DeSales University, Center
Masters, Business Administration; Finance
LaSalle
Vanguard March 2012 - Present
STP Investment Services, Inc June 2009 - December 2011
Capmark Finance Inc September 2007 - April 2009
StateStreet Financial Services August 2006 - September 2007
Delaware Investments August 2005 - August 2006
Morgan Stanley Investment Management September 2002 - September 2005
Morgan Stanley Investment Management January 2000 - September 2002
Delaware Investments June 1997 - December 1999
Executive Financial Services May 1994 - August 1994
Skills
Operations, Trading, Investments, Mutual Funds, Goal Oriented, Fixed Income, FX, Settlements, Back Office, Equities, Client Service, Investment Advisory, Middle Office
Education
Muhlenberg College 1993 — 1997
Bachelor of Arts, Economics; Finance
DeSales University, Center
Masters, Business Administration; Finance
LaSalle
Leon Edelman's Vanguard Experience January 2012 - Present
Job High NetWorth Client Services Specialist
Industry Financial Services
Experience
Vanguard January 2012 - Present
The Lincoln Center for Family and Youth October 2010 - December 2011
Palm Schwenkfelder Church February 2010 - February 2011
MetLife June 2009 - April 2010
Century 21 Longacre Realty May 2005 - June 2009
Community Bible Fellowship Church March 2004 - October 2008
Skills
Microsoft Office, Microsoft Servers, Client Relations Skills, Phone Etiquette, Call Center, Strategic Planning, Meeting Planning, Leadership Development, Federal Grant Management, Grant Writing, Financial Advisory, Church Consulting, Church Administration, Project Planning, Public Speaking, Presentation Development, Written & Oral..., 501c3, Technology, Program Development, PowerPoint, Customer Service, Investments, Financial Analysis
Education
Moravian College 2005 — 2009
B.A., Financial Economics and Religion
Vanguard January 2012 - Present
The Lincoln Center for Family and Youth October 2010 - December 2011
Palm Schwenkfelder Church February 2010 - February 2011
MetLife June 2009 - April 2010
Century 21 Longacre Realty May 2005 - June 2009
Community Bible Fellowship Church March 2004 - October 2008
Skills
Microsoft Office, Microsoft Servers, Client Relations Skills, Phone Etiquette, Call Center, Strategic Planning, Meeting Planning, Leadership Development, Federal Grant Management, Grant Writing, Financial Advisory, Church Consulting, Church Administration, Project Planning, Public Speaking, Presentation Development, Written & Oral..., 501c3, Technology, Program Development, PowerPoint, Customer Service, Investments, Financial Analysis
Education
Moravian College 2005 — 2009
B.A., Financial Economics and Religion
Jessica Fenske's Vanguard Experience May 2008 - August 2008
Job Retirement Actuarial Associate Advanced at Aon Hewitt
Industry Financial Services
Experience
Aon Hewitt April 2015 - Present
Aon Hewitt April 2014 - April 2015
Aon Hewitt May 2013 - April 2014
Aon Hewitt May 2012 - April 2013
Aon Hewitt June 2009 - June 2012
Vanguard May 2008 - August 2008
ICON Clinical Research May 2007 - August 2007
ICON Clinical Research May 2006 - August 2006
Skills
Databases, Analysis
Education
Moravian College 2005 — 2009
B.A, Financial Economics
Moravian College 2005 — 2009
BS, Mathematics
Temple University 2008 — 2008
n/a, International Finance
Aon Hewitt April 2015 - Present
Aon Hewitt April 2014 - April 2015
Aon Hewitt May 2013 - April 2014
Aon Hewitt May 2012 - April 2013
Aon Hewitt June 2009 - June 2012
Vanguard May 2008 - August 2008
ICON Clinical Research May 2007 - August 2007
ICON Clinical Research May 2006 - August 2006
Skills
Databases, Analysis
Education
Moravian College 2005 — 2009
B.A, Financial Economics
Moravian College 2005 — 2009
BS, Mathematics
Temple University 2008 — 2008
n/a, International Finance
Jennifer Q's Vanguard Experience 2009 - 2010
Job Investment Management
Industry Financial Services
Experience
Independent Contractor 2010 - Present
ProStrakan 2014 - 2014
Fidelity Investments 2013 - 2014
Morgan Stanley 2011 - 2012
Vanguard 2009 - 2010
JBS 2008 - 2009
AEGON Americas 2007 - 2008
Skills
Virtualization, Security, Network Administration, Customer Service, Project Management, Finance, Human Resources, Marketing, Management, Business Process..., Project Planning, Event Management, Sales, Account Management, Social Media Marketing
Education
Montgomery County Community College 2004 — 2006
Associate of Science (A.S.), Criminal Justice and Corrections
Independent Contractor 2010 - Present
ProStrakan 2014 - 2014
Fidelity Investments 2013 - 2014
Morgan Stanley 2011 - 2012
Vanguard 2009 - 2010
JBS 2008 - 2009
AEGON Americas 2007 - 2008
Skills
Virtualization, Security, Network Administration, Customer Service, Project Management, Finance, Human Resources, Marketing, Management, Business Process..., Project Planning, Event Management, Sales, Account Management, Social Media Marketing
Education
Montgomery County Community College 2004 — 2006
Associate of Science (A.S.), Criminal Justice and Corrections
Stanley Harris's Vanguard Experience September 1996 - August 2004
Job Annuity Specialist
Industry Financial Services
Experience
MetLife December 2013 - Present
LPL Financial March 2012 - February 2013
TIAA-CREF March 2013 - 2013
TIAA-CREF July 2010 - December 2011
LPL Financial April 2008 - May 2009
Vanguard September 1996 - August 2004
Skills
Series 6, Series 63, American Sign Language, Registered Tax Agent, Mutual Funds, Investments, Wealth Management, Retirement Planning, Retirement, Insurance, Fixed Annuities, Employee Benefits, Financial Advisory, Finance, Banking, Relationship Management, Variable Annuities, Training, Leadership, Series 7, FINRA, Strategic Financial..., Financial Services
Education
Morehouse College
University of Michigan-Dearborn
MetLife December 2013 - Present
LPL Financial March 2012 - February 2013
TIAA-CREF March 2013 - 2013
TIAA-CREF July 2010 - December 2011
LPL Financial April 2008 - May 2009
Vanguard September 1996 - August 2004
Skills
Series 6, Series 63, American Sign Language, Registered Tax Agent, Mutual Funds, Investments, Wealth Management, Retirement Planning, Retirement, Insurance, Fixed Annuities, Employee Benefits, Financial Advisory, Finance, Banking, Relationship Management, Variable Annuities, Training, Leadership, Series 7, FINRA, Strategic Financial..., Financial Services
Education
Morehouse College
University of Michigan-Dearborn
Eric Riddle's Vanguard Experience February 1997 - June 2002
Job Technical Manager LiquidHub
Industry Information Technology and Services
Experience
Liquid Hub October 2006 - Present
Merkle 2004 - 2006
Vanguard February 1997 - June 2002
Skills
ASP.NET, C#, Microsoft SQL Server, ASP.NET MVC, JavaScript, T-SQL, Web Services, Software Project..., Business Intelligence, Requirements Analysis, HTML, Enterprise Architecture, Visual Studio, WCF, HTML 5, Microsoft Technologies, WCF Services, Software Development, Agile Methodologies, .NET, SQL, SOA, IIS, Application Architecture, Architecture, Visio, Windows Server, SSRS, IT Management, Database Design, SSIS, LINQ, ADO.NET, Agile Project Management, AJAX, XML, SOAP, Entity Framework, MVC, Solution Architecture, REST, JSON, ETL, Software Design, jQuery, Requirements Gathering, Java, CSS, System Deployment, OOP
Education
Chubb Institute 2000 — 2001
Computer Programming
Muhlenberg College 1991 — 1995
BA, Accounting / Economics
WHHS
Liquid Hub October 2006 - Present
Merkle 2004 - 2006
Vanguard February 1997 - June 2002
Skills
ASP.NET, C#, Microsoft SQL Server, ASP.NET MVC, JavaScript, T-SQL, Web Services, Software Project..., Business Intelligence, Requirements Analysis, HTML, Enterprise Architecture, Visual Studio, WCF, HTML 5, Microsoft Technologies, WCF Services, Software Development, Agile Methodologies, .NET, SQL, SOA, IIS, Application Architecture, Architecture, Visio, Windows Server, SSRS, IT Management, Database Design, SSIS, LINQ, ADO.NET, Agile Project Management, AJAX, XML, SOAP, Entity Framework, MVC, Solution Architecture, REST, JSON, ETL, Software Design, jQuery, Requirements Gathering, Java, CSS, System Deployment, OOP
Education
Chubb Institute 2000 — 2001
Computer Programming
Muhlenberg College 1991 — 1995
BA, Accounting / Economics
WHHS
Debra Rivas's Vanguard Experience February 2007 - December 2011
Job Entrepreneur
Industry Performing Arts
Experience
Artistry by Music LLC December 2011 - Present
Keller William Realty December 2013 - March 2015
MetLife January 2014 - August 2014
TIAA-CREF September 2012 - June 2013
Vanguard February 2007 - December 2011
Education
Morgan State University 1999 — 2004
BA, Music
Artistry by Music LLC December 2011 - Present
Keller William Realty December 2013 - March 2015
MetLife January 2014 - August 2014
TIAA-CREF September 2012 - June 2013
Vanguard February 2007 - December 2011
Education
Morgan State University 1999 — 2004
BA, Music
Anne DiGiacomo's Vanguard Experience March 1999 - August 2013
Job Project Administrator
Industry Financial Services
Experience
Vanguard March 1999 - August 2013
Skills
Data Analysis, Process Improvement, Project Management, Business Analysis, SharePoint, Vendor Management, Program Management, Leadership, Resource Management, SDLC, Visio, Software Documentation, Project Planning
Education
Mount Ida College 1990 — 1993
Bachelor of Science, Communications
Vanguard March 1999 - August 2013
Skills
Data Analysis, Process Improvement, Project Management, Business Analysis, SharePoint, Vendor Management, Program Management, Leadership, Resource Management, SDLC, Visio, Software Documentation, Project Planning
Education
Mount Ida College 1990 — 1993
Bachelor of Science, Communications
Charles Repsher, QKA's Vanguard Experience May 1997 - Present
Job Compliance Services Administrator at Vanguard
Industry Financial Services
Experience
Vanguard May 1997 - Present
Skills
Compliance Testing, 401k, Nondiscrimination..., ERISA, Defined Contribution, Qualified Retirement..., Retirement Services, Profit Sharing, Data Analysis, Procedure Development, Procedure Creation, Procedure Review, Training, Employee Training, Training Delivery, Hands-on Training, Microsoft Excel, Microsoft Word, PowerPoint, Retirement, Mutual Funds
Education
Muhlenberg College 1982 — 1986
Bachelor of Arts, Business Administration and Accounting
Vanguard May 1997 - Present
Skills
Compliance Testing, 401k, Nondiscrimination..., ERISA, Defined Contribution, Qualified Retirement..., Retirement Services, Profit Sharing, Data Analysis, Procedure Development, Procedure Creation, Procedure Review, Training, Employee Training, Training Delivery, Hands-on Training, Microsoft Excel, Microsoft Word, PowerPoint, Retirement, Mutual Funds
Education
Muhlenberg College 1982 — 1986
Bachelor of Arts, Business Administration and Accounting
Carol Schmersahl's Vanguard Experience 1999 - Present
Job
Industry
Experience
Vanguard 1999 - Present
The Vanguard Group 1999 - Present
Acorn Development 1983 - 1998
Skills
Mutual Funds
Education
Muhlenberg College
Accounting and Business/Management
Vanguard 1999 - Present
The Vanguard Group 1999 - Present
Acorn Development 1983 - 1998
Skills
Mutual Funds
Education
Muhlenberg College
Accounting and Business/Management
Rashanda Booker's Vanguard Experience January 2008 - May 2010
Job Licensed Massage Therapist at Massage Envy Spa
Industry Health, Wellness and Fitness
Experience
Massage Envy Spa February 2011 - Present
Vanguard January 2008 - May 2010
The Vanguard Group October 1998 - May 2010
Skills
Financial Services, Mutual Funds, Process Improvement, Public Speaking, Investments, Microsoft Excel, Microsoft Office, Series 63, 401k, Series 6, Project Management, Employee Benefits, Event Planning, Strategic Planning, Outlook, Banking
Education
National Massage Therapy Institute 2008 — 2009
Penn State University 1993 — 1997
Bachelor of Science (BS), Marketing
Massage Envy Spa February 2011 - Present
Vanguard January 2008 - May 2010
The Vanguard Group October 1998 - May 2010
Skills
Financial Services, Mutual Funds, Process Improvement, Public Speaking, Investments, Microsoft Excel, Microsoft Office, Series 63, 401k, Series 6, Project Management, Employee Benefits, Event Planning, Strategic Planning, Outlook, Banking
Education
National Massage Therapy Institute 2008 — 2009
Penn State University 1993 — 1997
Bachelor of Science (BS), Marketing
Alla Stasiv's Vanguard Experience January 2007 - Present
Job Financial Analyst at Vanguard
Industry Financial Services
Experience
Vanguard January 2007 - Present
National University 'Ivan Franko' January 2001 - November 2003
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Customer Service, Risk Management, Analysis, Leadership, Business Analysis
Education
National University 'Ivan Franko' , Lviv 1995 — 2000
Bachelor's Degree, Economics
Vanguard January 2007 - Present
National University 'Ivan Franko' January 2001 - November 2003
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Customer Service, Risk Management, Analysis, Leadership, Business Analysis
Education
National University 'Ivan Franko' , Lviv 1995 — 2000
Bachelor's Degree, Economics
Patrick Semanchik's Vanguard Experience July 2010 - January 2011
Job Credit Manager
Industry Banking
Experience
Mid Penn Bank June 2012 - Present
Vanguard July 2010 - January 2011
MUTUAL OF OMAHA INSURANCE COMP, Intern June 2009 - April 2010
Skills
Financial Analysis, Financial Modeling, Investments, Finance, Banking, Corporate Finance, Credit, Financial Services, Asset Management, Credit Analysis, Credit Risk, Financial Risk, Underwriting, Commercial Banking
Education
Villanova University 2011 — 2012
Master of Science (MS), Finance, General
Moravian College 2006 — 2010
a Bachelor's Degree, Financial Economics
Mid Penn Bank June 2012 - Present
Vanguard July 2010 - January 2011
MUTUAL OF OMAHA INSURANCE COMP, Intern June 2009 - April 2010
Skills
Financial Analysis, Financial Modeling, Investments, Finance, Banking, Corporate Finance, Credit, Financial Services, Asset Management, Credit Analysis, Credit Risk, Financial Risk, Underwriting, Commercial Banking
Education
Villanova University 2011 — 2012
Master of Science (MS), Finance, General
Moravian College 2006 — 2010
a Bachelor's Degree, Financial Economics
Anilkumar Reddy Kasu's Vanguard Experience November 2013 - Present
Job System Engineer at Vanguard
Industry Information Technology and Services
Experience
Randstad Technologies US November 2013 - Present
Vanguard November 2013 - Present
IBM Global Business Services July 2009 - November 2013
Huawei August 2007 - January 2009
Skills
C, Shell Scripting, Unix Shell Scripting, Tomcat, Apache, Websphere, WebSphere Application..., JCL, Java Enterprise Edition
Education
National Institute of Technology Surat 2003 — 2007
B-Tech, Computers
Randstad Technologies US November 2013 - Present
Vanguard November 2013 - Present
IBM Global Business Services July 2009 - November 2013
Huawei August 2007 - January 2009
Skills
C, Shell Scripting, Unix Shell Scripting, Tomcat, Apache, Websphere, WebSphere Application..., JCL, Java Enterprise Edition
Education
National Institute of Technology Surat 2003 — 2007
B-Tech, Computers
Patricia Stewart-Jolin's Vanguard Experience September 2010 - Present
Job Brokerage Investment Professional
Industry Financial Services
Experience
Vanguard September 2010 - Present
Citizens Funds 1999 - 2008
Skills
Series 7, 63 Licensed, Drawing, Painting, Photography, Sewing, Mutual Funds, Investments, Series 7, Series 63, Financial Services
Education
Moore College of Art and Design
Vanguard September 2010 - Present
Citizens Funds 1999 - 2008
Skills
Series 7, 63 Licensed, Drawing, Painting, Photography, Sewing, Mutual Funds, Investments, Series 7, Series 63, Financial Services
Education
Moore College of Art and Design
Tamara M. Wilson's Vanguard Experience August 2010 - August 2011
Job Dental Office Assistant Manager
Industry Medical Practice
Experience
Dental Dreams LLC 2014 - 2014
Temple University Health System 2013 - 2014
Vanguard August 2010 - August 2011
Skills
Patient Advocacy, Medical Records, Medical Compliance, Social Services, Health Education, SOAP notes, Epic Systems, Eaglesoft, Microsoft Office, Front Office Support, Call Centers, Financial Services, Customer Support
Education
Morgan State University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Central High School
Dental Dreams LLC 2014 - 2014
Temple University Health System 2013 - 2014
Vanguard August 2010 - August 2011
Skills
Patient Advocacy, Medical Records, Medical Compliance, Social Services, Health Education, SOAP notes, Epic Systems, Eaglesoft, Microsoft Office, Front Office Support, Call Centers, Financial Services, Customer Support
Education
Morgan State University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Central High School
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
Marietta Fisher's Vanguard Experience February 2011 - April 2011
Job Bank Teller at Phoenixville Federal Bank and Trust
Industry Hospital & Health Care
Experience
Phoenixville Federal Bank and Trust June 2014 - Present
Franklin Mint Federal Credit Union May 2014 - June 2014
Main Line Health September 2011 - May 2014
Vanguard February 2011 - April 2011
Phoenixville Federal Bank and Trust February 2008 - February 2011
Skills
Microsoft Excel, Microsoft Powerpoint, Microsoft Access, Microsoft Word, Banking, Research, Customer Service, Medical Terminology, Health Insurance, ICD-9, CPT, HCPCS, PowerPoint, Hospitals, Human Resources, HIPAA, Access
Education
Montgomery County Community College-West Campus 2012 — 2013
West Chester University of Pennsylvania 2003 — 2007
Bachelor, Philosophy
Phoenixville Federal Bank and Trust June 2014 - Present
Franklin Mint Federal Credit Union May 2014 - June 2014
Main Line Health September 2011 - May 2014
Vanguard February 2011 - April 2011
Phoenixville Federal Bank and Trust February 2008 - February 2011
Skills
Microsoft Excel, Microsoft Powerpoint, Microsoft Access, Microsoft Word, Banking, Research, Customer Service, Medical Terminology, Health Insurance, ICD-9, CPT, HCPCS, PowerPoint, Hospitals, Human Resources, HIPAA, Access
Education
Montgomery County Community College-West Campus 2012 — 2013
West Chester University of Pennsylvania 2003 — 2007
Bachelor, Philosophy
Isaac Heyward, MBA's Vanguard Experience November 2010 - August 2011
Job Sr. Financial Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2014 - Present
TIAA-CREF November 2012 - September 2014
The Vanguard Group August 2011 - November 2012
Vanguard November 2010 - August 2011
Fastenal September 2008 - November 2010
University of South Carolina Beaufort December 2005 - August 2008
Carver State Bank August 2007 - March 2008
Skills
Series 7, Series 66, Series 63, Investments, Wealth Management, Manage Client..., Insurance, IRAs, Investment Brokerage, Retirement Plan..., Mutual Funds, Financial Analysis, Building Relationships, Sales Management, Account Management, Business Analysis, Client Development, Project Management, Sales Presentations, Business Relationship..., Problem Solving
Education
Webster University 2009 — 2010
Master of Business Administration, Manamgement
University of South Carolina-Columbia 2005 — 2007
Bachelor of Science, Business Administration/Management
Morehouse College 1999 — 2002
TIAA-CREF September 2014 - Present
TIAA-CREF November 2012 - September 2014
The Vanguard Group August 2011 - November 2012
Vanguard November 2010 - August 2011
Fastenal September 2008 - November 2010
University of South Carolina Beaufort December 2005 - August 2008
Carver State Bank August 2007 - March 2008
Skills
Series 7, Series 66, Series 63, Investments, Wealth Management, Manage Client..., Insurance, IRAs, Investment Brokerage, Retirement Plan..., Mutual Funds, Financial Analysis, Building Relationships, Sales Management, Account Management, Business Analysis, Client Development, Project Management, Sales Presentations, Business Relationship..., Problem Solving
Education
Webster University 2009 — 2010
Master of Business Administration, Manamgement
University of South Carolina-Columbia 2005 — 2007
Bachelor of Science, Business Administration/Management
Morehouse College 1999 — 2002
Jeanette Kriebel's Vanguard Experience October 1987 - Present
Job Technical Lead at Vanguard
Industry Financial Services
Experience
Vanguard October 1987 - Present
Education
Ursinus 1985 — 1992
Bachelor of Business Administration (B.B.A.), Computer Science
Montgomery County Community College 1979 — 1985
Associate of General Studies, Computer Programming and Accounting
Schwenksville 1956 — 1969
Vanguard October 1987 - Present
Education
Ursinus 1985 — 1992
Bachelor of Business Administration (B.B.A.), Computer Science
Montgomery County Community College 1979 — 1985
Associate of General Studies, Computer Programming and Accounting
Schwenksville 1956 — 1969
Mary Lee Shields's Vanguard Experience October 2012 - Present
Job Procurement Facilitator at Vanguard
Industry Financial Services
Experience
Vanguard October 2012 - Present
Vanguard April 2005 - October 2012
Vanguard January 2004 - April 2005
Vanguard January 2003 - December 2003
Vanguard April 2002 - December 2002
Vanguard December 2000 - April 2002
Vanguard September 1998 - December 2000
Vanguard November 1997 - August 1998
Vanguard April 1996 - October 1997
Hewlett-Packard August 1979 - January 1994
Skills
Project Management, Time Management, Management
Education
American Center for Technical Arts and Sciences
Paralegal, General Practice Paralegal with Computer Applications Diploma
Maxwell Institute 1977 — 1978
Computer Operations, Computer Operations Certificate
Montgomery County Community College
General Studies
Vanguard October 2012 - Present
Vanguard April 2005 - October 2012
Vanguard January 2004 - April 2005
Vanguard January 2003 - December 2003
Vanguard April 2002 - December 2002
Vanguard December 2000 - April 2002
Vanguard September 1998 - December 2000
Vanguard November 1997 - August 1998
Vanguard April 1996 - October 1997
Hewlett-Packard August 1979 - January 1994
Skills
Project Management, Time Management, Management
Education
American Center for Technical Arts and Sciences
Paralegal, General Practice Paralegal with Computer Applications Diploma
Maxwell Institute 1977 — 1978
Computer Operations, Computer Operations Certificate
Montgomery County Community College
General Studies
Fran Dehal's Vanguard Experience December 1998 - August 1999
Job Generalist at Government Contractor
Industry Real Estate
Experience
Government Contractor May 2014 - Present
Lerner Enterprises January 2006 - April 2014
Colonial Webb Contractors January 2003 - January 2006
Mass Mutual Financial Group January 1999 - June 2002
FAA May 2001 - August 2001
Vanguard December 1998 - August 1999
Skills
Accounts Payable, Administrative Support, Microsoft Office, Customer Service, Property Management, Administrative..., Invoicing, Microsoft Excel, Payroll, Management, Contract Management, Budgets, Construction, Policy, PowerPoint
Education
Morgan State University 1999 — 2002
MBA, Marketing
Temple University 1994 — 1998
BA, Sociology/Criminal Justice
Government Contractor May 2014 - Present
Lerner Enterprises January 2006 - April 2014
Colonial Webb Contractors January 2003 - January 2006
Mass Mutual Financial Group January 1999 - June 2002
FAA May 2001 - August 2001
Vanguard December 1998 - August 1999
Skills
Accounts Payable, Administrative Support, Microsoft Office, Customer Service, Property Management, Administrative..., Invoicing, Microsoft Excel, Payroll, Management, Contract Management, Budgets, Construction, Policy, PowerPoint
Education
Morgan State University 1999 — 2002
MBA, Marketing
Temple University 1994 — 1998
BA, Sociology/Criminal Justice
Chaitali Venkatesh's Vanguard Experience 2010 - 2011
Job Supervisor Investment Manager Services at SEI
Industry Financial Services
Experience
SEI January 2014 - Present
BNY Mellon January 2012 - January 2014
BlackRock 2011 - 2011
Vanguard 2010 - 2011
Education
West Chester University of Pennsylvania
MBA, Finance
Nagpur University
Bachelor of Science, Electrical Engineering
SEI January 2014 - Present
BNY Mellon January 2012 - January 2014
BlackRock 2011 - 2011
Vanguard 2010 - 2011
Education
West Chester University of Pennsylvania
MBA, Finance
Nagpur University
Bachelor of Science, Electrical Engineering
Libra El Bey's Vanguard Experience June 2013 - Present
Job Client Relationship Associate Vanguard Flagship
Industry Financial Services
Experience
Vanguard June 2013 - Present
Wells Fargo Advisors December 2005 - June 2013
Skills
Series 6, Series 7, Series 63, Wealth Management, Mutual Funds, Banking, Financial Services, Securities
Education
Montreat College
Vanguard June 2013 - Present
Wells Fargo Advisors December 2005 - June 2013
Skills
Series 6, Series 7, Series 63, Wealth Management, Mutual Funds, Banking, Financial Services, Securities
Education
Montreat College
Deni Humphries's Vanguard Experience March 2000 - February 2005
Job National Customer Coordinator/Project Manager at Johnson Controls
Industry Facilities Services
Experience
Johnson Controls March 2005 - Present
Vanguard March 2000 - February 2005
Omni Architects June 1998 - February 2000
Skills
Accounts Receivable, Account Management, Invoicing, MS Project, Contract Management, Project Management, Process Improvement, Project Coordination, Lotus Notes, Vendor Management, Facilities Management
Education
Montreat College 2009 — 2011
Associates in Science, Bachelors in Science of Management
Johnson Controls March 2005 - Present
Vanguard March 2000 - February 2005
Omni Architects June 1998 - February 2000
Skills
Accounts Receivable, Account Management, Invoicing, MS Project, Contract Management, Project Management, Process Improvement, Project Coordination, Lotus Notes, Vendor Management, Facilities Management
Education
Montreat College 2009 — 2011
Associates in Science, Bachelors in Science of Management
Alla Grinshteyn's Vanguard Experience July 1999 - August 2014
Job Data Analyst and Mainframe Developer at Fidelity Investments/Veritude
Industry Financial Services
Experience
Fidelity Investments December 2014 - Present
Vanguard July 1999 - August 2014
EDS November 1998 - June 1999
Skills
Agile Methodologies, COBOL, DB2, Mainframe, Program Management, Requirements Analysis, SDLC, SQL, Software Development, System Testing, Testing
Education
Moscow State University of Civil Engineering (MSUCE)
Bachelor's degree
State University of Moscow
Bachelor of Science (B.S.), Computer Science
Fidelity Investments December 2014 - Present
Vanguard July 1999 - August 2014
EDS November 1998 - June 1999
Skills
Agile Methodologies, COBOL, DB2, Mainframe, Program Management, Requirements Analysis, SDLC, SQL, Software Development, System Testing, Testing
Education
Moscow State University of Civil Engineering (MSUCE)
Bachelor's degree
State University of Moscow
Bachelor of Science (B.S.), Computer Science
Sandy Chew's Vanguard Experience March 2000 - March 2003
Job Client Advocate
Industry Insurance
Experience
Iron Mountain June 2015 - Present
Boscov May 2012 - June 2015
Aetna June 2010 - November 2011
PBGC, Benefit Services Unlimited August 2009 - June 2010
Ricoh, Ikon Office Solutions June 2006 - February 2009
Wilmington Finance March 2005 - January 2006
Assurant Health November 2002 - January 2005
Vanguard March 2000 - March 2003
Skills
Program Management, Team Leadership, Employee Benefits, Software Documentation, Sales, Customer Service, Management, Training, Leadership
Education
Nuemann University 2005 — 2007
Liberal Arts and Sciences/Liberal Studies
Montgomery County Community College
Associate Degree in Science, Elementary Education and
Iron Mountain June 2015 - Present
Boscov May 2012 - June 2015
Aetna June 2010 - November 2011
PBGC, Benefit Services Unlimited August 2009 - June 2010
Ricoh, Ikon Office Solutions June 2006 - February 2009
Wilmington Finance March 2005 - January 2006
Assurant Health November 2002 - January 2005
Vanguard March 2000 - March 2003
Skills
Program Management, Team Leadership, Employee Benefits, Software Documentation, Sales, Customer Service, Management, Training, Leadership
Education
Nuemann University 2005 — 2007
Liberal Arts and Sciences/Liberal Studies
Montgomery County Community College
Associate Degree in Science, Elementary Education and
Kyle Dolan's Vanguard Experience April 2013 - Present
Job Client Relationship Associate (Brokerage) at Vanguard
Industry Financial Services
Experience
Vanguard April 2013 - Present
Randstad November 2012 - April 2013
Philadelphia 76ers December 2011 - May 2012
Skills
Final Cut Pro, OS X, Sports Management, Leadership, Series 7, Series 63, Microsoft Office, Photoshop, Digital Photography, Communication, Computer Proficiency, Organizational..., Army, Military Experience, Mac OS X, PowerPoint, Problem Solving, Logistics Management, Customer Service, Mutual Funds, Brokerage, Trading, Equity Trading, Client Relations Skills, Time Management
Education
Temple University 2010 — 2012
Bachelor of Arts, FILM AND MEDIA ARTS
Montgomery County Community College 2008 — 2009
Associate of Science (A.S.), Liberal Arts and Sciences/Liberal Studies
Vanguard April 2013 - Present
Randstad November 2012 - April 2013
Philadelphia 76ers December 2011 - May 2012
Skills
Final Cut Pro, OS X, Sports Management, Leadership, Series 7, Series 63, Microsoft Office, Photoshop, Digital Photography, Communication, Computer Proficiency, Organizational..., Army, Military Experience, Mac OS X, PowerPoint, Problem Solving, Logistics Management, Customer Service, Mutual Funds, Brokerage, Trading, Equity Trading, Client Relations Skills, Time Management
Education
Temple University 2010 — 2012
Bachelor of Arts, FILM AND MEDIA ARTS
Montgomery County Community College 2008 — 2009
Associate of Science (A.S.), Liberal Arts and Sciences/Liberal Studies
Michele Tinsman's Vanguard Experience May 2014 - Present
Job Problem Resolution Associate at Vanguard
Industry Financial Services
Experience
Vanguard May 2014 - Present
Vanguard May 2013 - Present
Skills
Series 7, Series 63, Securities, Retirement Planning, Investments, Microsoft Excel, Retirement, Customer Service, Financial Services, Wealth Management, Asset Allocation, Public Speaking, Mutual Funds, Microsoft Office, Series 6, Fundraising, Bloomberg, 401k, FINRA, Microsoft Word
Education
West Chester University of Pennsylvania 2010 — 2013
Bachelor of Science (B.S.), Economics and Finance
Montgomery County Community College 2008 — 2010
Associate of Science (A.S.), Business Administration
Vanguard May 2014 - Present
Vanguard May 2013 - Present
Skills
Series 7, Series 63, Securities, Retirement Planning, Investments, Microsoft Excel, Retirement, Customer Service, Financial Services, Wealth Management, Asset Allocation, Public Speaking, Mutual Funds, Microsoft Office, Series 6, Fundraising, Bloomberg, 401k, FINRA, Microsoft Word
Education
West Chester University of Pennsylvania 2010 — 2013
Bachelor of Science (B.S.), Economics and Finance
Montgomery County Community College 2008 — 2010
Associate of Science (A.S.), Business Administration
William Kairer's Vanguard Experience March 2005 - March 2011
Job Project Adminstrator at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group April 2011 - Present
Vanguard March 2005 - March 2011
Vanguard March 2004 - March 2005
Skills
Brokerage Operations, Coaching, People Management, Project Management, Back Office, Management, Leadership, Business Process..., Program Management, CRM, Vendor Management
Education
Montgomery County Community College 1994 — 1997
Associate of Arts (A.A.), Business Administration and Management, General
Methacton High School
The Vanguard Group April 2011 - Present
Vanguard March 2005 - March 2011
Vanguard March 2004 - March 2005
Skills
Brokerage Operations, Coaching, People Management, Project Management, Back Office, Management, Leadership, Business Process..., Program Management, CRM, Vendor Management
Education
Montgomery County Community College 1994 — 1997
Associate of Arts (A.A.), Business Administration and Management, General
Methacton High School
Nicholas Jordal's Vanguard Experience January 2013 - Present
Job Brokerage Operations Manager at Vanguard
Industry Financial Services
Experience
Vanguard January 2013 - Present
Vanguard March 2011 - January 2013
Vanguard November 2008 - March 2011
Vanguard June 2006 - November 2008
American Express Financial Advisors April 2004 - October 2005
Skills
Series 24, Series 7, Series 66, Corporate Actions
Education
Moravian College 1998 — 2002
Bachelor’s Degree, Business Management
LaSalle College High School 1994 — 1998
2016 Level III Candidate in the CFA Program
Vanguard January 2013 - Present
Vanguard March 2011 - January 2013
Vanguard November 2008 - March 2011
Vanguard June 2006 - November 2008
American Express Financial Advisors April 2004 - October 2005
Skills
Series 24, Series 7, Series 66, Corporate Actions
Education
Moravian College 1998 — 2002
Bachelor’s Degree, Business Management
LaSalle College High School 1994 — 1998
2016 Level III Candidate in the CFA Program
Gregory Yurkovic's Vanguard Experience June 1998 - June 1999
Job Senior Programmer/Analyst at Quest Diagnostics
Industry Hospital & Health Care
Experience
Quest Diagnostics March 2006 - Present
Sanchez Computer Associates June 1999 - March 2006
Vanguard June 1998 - June 1999
Skills
MUMPS, Intersystems Cache, SQL, Healthcare Information..., HL7, Process Improvement
Education
Muhlenberg College 1994 — 1998
Bachelor's Degree, Mathematics and Computer Science
Christian Brothers Academy 1990 — 1994
Quest Diagnostics March 2006 - Present
Sanchez Computer Associates June 1999 - March 2006
Vanguard June 1998 - June 1999
Skills
MUMPS, Intersystems Cache, SQL, Healthcare Information..., HL7, Process Improvement
Education
Muhlenberg College 1994 — 1998
Bachelor's Degree, Mathematics and Computer Science
Christian Brothers Academy 1990 — 1994
Todd Frick's Vanguard Experience 1999 - Present
Job testing admin at Vanguard
Industry Financial Services
Experience
Vanguard 1999 - Present
Henkels & McCoy, Inc. 1996 - 1999
Education
Strayer University-Pennsylvania 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General, 4.0
Montgomery County Community College
Vanguard 1999 - Present
Henkels & McCoy, Inc. 1996 - 1999
Education
Strayer University-Pennsylvania 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General, 4.0
Montgomery County Community College
Daniel Horwath's Vanguard Experience
Job Info Systems Engineer at Vanguard
Industry Financial Services
Experience
Vanguard
Skills
Hadoop, Oozie, Sqoop, Hive, SQL, SAS, SAS Programming, Business Analysis, Unix, Apache Pig, Oracle, DB2, Microsoft Excel, Visio, Java, SharePoint, Lotus Notes, Data Warehousing, XML
Education
Moravian College
Bachelor of Applied Science (BASc), Mathematics
Vanguard
Skills
Hadoop, Oozie, Sqoop, Hive, SQL, SAS, SAS Programming, Business Analysis, Unix, Apache Pig, Oracle, DB2, Microsoft Excel, Visio, Java, SharePoint, Lotus Notes, Data Warehousing, XML
Education
Moravian College
Bachelor of Applied Science (BASc), Mathematics
Tina Webb-Watley's Vanguard Experience March 2015 - May 2015
Job
Industry Financial Services
Experience
Vanguard March 2015 - May 2015
The Vanguard Group August 2008 - March 2015
The Vanguard Group August 2003 - March 2015
Vanguard April 2000 - August 2003
Vanguard April 2000 - August 2003
Vanguard April 2000 - August 2003
Vanguard May 1998 - April 2000
Vanguard May 1998 - April 2000
Vanguard May 1998 - April 2000
IMM-Integrated Medical Management May 1997 - April 1998
Skills
HP Quality Center, SharePoint, Access, Testing, Test Planning, Test Cases, Management, Microsoft Excel, Troubleshooting, Microsoft Word
Education
Montgomery County Community College 2011 — 2011
Pharmacy Technician/Assistant
Chubb Keystone Computer School 1993 — 1994
Certificate, PCS Computer
Chubb Keystone Computer School 1993 — 1993
Certificate, PCS Computers
Vanguard March 2015 - May 2015
The Vanguard Group August 2008 - March 2015
The Vanguard Group August 2003 - March 2015
Vanguard April 2000 - August 2003
Vanguard April 2000 - August 2003
Vanguard April 2000 - August 2003
Vanguard May 1998 - April 2000
Vanguard May 1998 - April 2000
Vanguard May 1998 - April 2000
IMM-Integrated Medical Management May 1997 - April 1998
Skills
HP Quality Center, SharePoint, Access, Testing, Test Planning, Test Cases, Management, Microsoft Excel, Troubleshooting, Microsoft Word
Education
Montgomery County Community College 2011 — 2011
Pharmacy Technician/Assistant
Chubb Keystone Computer School 1993 — 1994
Certificate, PCS Computer
Chubb Keystone Computer School 1993 — 1993
Certificate, PCS Computers
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments