Vanguard Company
Industry: Investment management company
DescriptionThe Vanguard Group is an American registered investment advisor based in Malvern, Pennsylvania with over $5.1 trillion in assets under management. It is the largest provider of mutual funds and the second-largest provider of exchange-traded funds in the world after BlackRock's iShares. Customer service: 0800 032 3731 Assets under management: 5.1 trillion USD (January 31, 2018) Founder: John C. Bogle Founded: 1 May 1975, Valley Forge, Pennsylvania, United States CEO: Mortimer J. Buckley (Jan 2018–) Headquarters: Valley Forge, Pennsylvania, United States
Vanguard List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Vanguard. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Vanguard Salaries. You can even request information on how much does Vanguard pay if you want to. Learn about salaries, pros and cons of working for Vanguard directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
9,967 Vanguard employees in database. Find out everything there's to know about Vanguard employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Vanguard Employees
Employee
Years
Job
Industry
Bob Pisani Bob Pisani's Vanguard Experience 2000 - 2005
Job Agency Manager at Farmers Insurance
Industry Insurance
Experience
Farmers Insurance 2013 - Present
Solomon Exam Prep 2011 - Present
Lincoln Financial Distributors 2008 - 2011
ING 2006 - 2008
Akcelerant 2005 - 2006
Vanguard 2000 - 2005
Education
Neumann College
Bachelor's degree
Farmers Insurance 2013 - Present
Solomon Exam Prep 2011 - Present
Lincoln Financial Distributors 2008 - 2011
ING 2006 - 2008
Akcelerant 2005 - 2006
Vanguard 2000 - 2005
Education
Neumann College
Bachelor's degree
Joe Piccirilli Jr. Joe Piccirilli Jr.'s Vanguard Experience 2011 - 2015
Job CFO at Coastal Equities, Inc. & Coastal Investment Advisors
Industry Financial Services
Experience
Coastal Equities, Inc. & Coastal Investment Advisors March 2015 - Present
Vanguard 2011 - 2015
Wilmington Trust 2006 - 2011
Kupferman & Associates CPA 2002 - 2006
Skills
Accounting, Series 7, Investments, Financial Statements, Mutual Funds, Series 27, Series 24, Series 63, Securities Regulation, Regulatory Reporting, Securities, Process Improvement, General Ledger, PeopleSoft Financial, Microsoft Office
Education
Neumann University 1998 — 2002
Bachelor of Science, Accounting, G.P.A. 3.65
Salesianum School 1994 — 1998
Coastal Equities, Inc. & Coastal Investment Advisors March 2015 - Present
Vanguard 2011 - 2015
Wilmington Trust 2006 - 2011
Kupferman & Associates CPA 2002 - 2006
Skills
Accounting, Series 7, Investments, Financial Statements, Mutual Funds, Series 27, Series 24, Series 63, Securities Regulation, Regulatory Reporting, Securities, Process Improvement, General Ledger, PeopleSoft Financial, Microsoft Office
Education
Neumann University 1998 — 2002
Bachelor of Science, Accounting, G.P.A. 3.65
Salesianum School 1994 — 1998
Brooke Holden Brooke Holden's Vanguard Experience September 2013 - Present
Job University Relations College Coordinator at Vanguard
Industry Financial Services
Experience
Vanguard September 2013 - Present
Education
New Mexico State University 2004 — 2008
Vanguard September 2013 - Present
Education
New Mexico State University 2004 — 2008
Charles D'Andrea Charles D'Andrea's Vanguard Experience June 2013 - Present
Job Developer at Vanguard
Industry Financial Services
Experience
Vanguard June 2013 - Present
Vanguard November 2011 - June 2013
Fidelity Investments July 2010 - November 2011
Progress Energy May 2009 - April 2010
The William & Ida Friday Institute for Educational Innovation (NCSU) May 2008 - August 2008
Department of Computer Science (NCSU) January 2007 - August 2008
Blakly Productions, Inc. dba BP Studios May 2007 - August 2007
Research and Engineering Apprenticeship Program (NCSU) June 2005 - August 2006
Skills
Java, .NET, ksh, Xcode, Android, Windows Server, Solaris, Linux, Configuration Management, Unica, SAS, SAS JMP, Webtrends, Tealeaf, Knowledge Studio, SPSS, Unreal, XNA, Leadership, Requirements Gathering, Requirements Analysis, Project Management, MS Project, Control-M, Agility
Education
North Carolina State University 2012 — 2014
Master of Business Administration (MBA)
North Carolina State University 2006 — 2010
BS, Computer Science
Vanguard June 2013 - Present
Vanguard November 2011 - June 2013
Fidelity Investments July 2010 - November 2011
Progress Energy May 2009 - April 2010
The William & Ida Friday Institute for Educational Innovation (NCSU) May 2008 - August 2008
Department of Computer Science (NCSU) January 2007 - August 2008
Blakly Productions, Inc. dba BP Studios May 2007 - August 2007
Research and Engineering Apprenticeship Program (NCSU) June 2005 - August 2006
Skills
Java, .NET, ksh, Xcode, Android, Windows Server, Solaris, Linux, Configuration Management, Unica, SAS, SAS JMP, Webtrends, Tealeaf, Knowledge Studio, SPSS, Unreal, XNA, Leadership, Requirements Gathering, Requirements Analysis, Project Management, MS Project, Control-M, Agility
Education
North Carolina State University 2012 — 2014
Master of Business Administration (MBA)
North Carolina State University 2006 — 2010
BS, Computer Science
Jason Lindley, CFP® Jason Lindley, CFP®'s Vanguard Experience November 2013 - Present
Job Ultra High Net Worth Relationship Administrator at Vanguard
Industry Financial Services
Experience
Vanguard November 2013 - Present
Vanguard September 2010 - November 2013
Morgan Stanley Smith Barney November 2007 - September 2010
Merrill Lynch December 2004 - August 2007
Investment Planning and Management, LLC August 2004 - December 2004
Branch Banking and Trust Co July 2002 - May 2004
Branch Banking and Trust Co January 2002 - July 2002
Skills
Series 7, Retirement Planning, Certified Financial..., Strategic Financial..., Series 63, Investments, Wealth Management, Mutual Funds, Portfolio Management, Investment Strategies, Retirement, Asset Allocation, Estate Planning, Asset Managment, Financial Analysis, Risk Management, Investment Advisory, Securities, Investment Management, Relationship Management, High Net Worth...
Education
North Carolina State University 1997 — 2001
B.S, Business Management; Finance
Vanguard November 2013 - Present
Vanguard September 2010 - November 2013
Morgan Stanley Smith Barney November 2007 - September 2010
Merrill Lynch December 2004 - August 2007
Investment Planning and Management, LLC August 2004 - December 2004
Branch Banking and Trust Co July 2002 - May 2004
Branch Banking and Trust Co January 2002 - July 2002
Skills
Series 7, Retirement Planning, Certified Financial..., Strategic Financial..., Series 63, Investments, Wealth Management, Mutual Funds, Portfolio Management, Investment Strategies, Retirement, Asset Allocation, Estate Planning, Asset Managment, Financial Analysis, Risk Management, Investment Advisory, Securities, Investment Management, Relationship Management, High Net Worth...
Education
North Carolina State University 1997 — 2001
B.S, Business Management; Finance
Jonathan Batten Jonathan Batten's Vanguard Experience September 2000 - June 2001
Job Software Quality Assurance Engineer at STG
Industry Information Technology and Services
Experience
STG January 2014 - Present
URS Corporation April 2003 - Present
Senior Testing Engineer (continued for URS Federal Services) April 2003 - Present
Freddie Mac April 2002 - April 2003
LMS, A Siemens Business January 2002 - April 2002
Aetna July 2001 - January 2002
Vanguard September 2000 - June 2001
UnitedHealth Group August 1999 - April 2000
GlaxoSmithKline February 1996 - August 1999
CSX September 1994 - February 1996
Skills
Agile Methodologies, Scrum, Test Planning, Quality Assurance, Requirements Analysis, Microsoft SQL Server, Oracle, Test Cases, ClearQuest, Regression Testing, XML, Manual Testing, ClearCase, Test Automation, ETL, SharePoint, Bug Tracking, User Acceptance Testing, System Testing, IBM Rational Tools, Rational Quality Manager, DTS packages, DBA for test group, Toad, Agile Testing, VB5, Oracle SQL Developer, Automated Software..., Test Metrics, Process Improvement, Load Testing, Performance Testing, QTP, Oracle PL/SQL..., CMMI Level 3, Rational Robot, COBOLII, Testing Process, Rational Test Manager, DB2, CICS, Mainframe, Rational XDE, VB Script, Test Scripts, CSP (Cross Systems..., SQLLDR, QTP Descriptive..., Sun Certified Java..., Unobtrusive Javascript
Education
Penn State University 2000 — 2001
IT Continuing Education Certification, HTML, ASP, ADO, Oracle, JavaScript, Java, Cyber Security, Web Admin, 4.0
University of Maryland College Park 1984 — 1985
Bachelor of Science (BS), Computer Science
North Carolina State University 1977 — 1981
Bachelor's degree, Industrial Engineering
STG January 2014 - Present
URS Corporation April 2003 - Present
Senior Testing Engineer (continued for URS Federal Services) April 2003 - Present
Freddie Mac April 2002 - April 2003
LMS, A Siemens Business January 2002 - April 2002
Aetna July 2001 - January 2002
Vanguard September 2000 - June 2001
UnitedHealth Group August 1999 - April 2000
GlaxoSmithKline February 1996 - August 1999
CSX September 1994 - February 1996
Skills
Agile Methodologies, Scrum, Test Planning, Quality Assurance, Requirements Analysis, Microsoft SQL Server, Oracle, Test Cases, ClearQuest, Regression Testing, XML, Manual Testing, ClearCase, Test Automation, ETL, SharePoint, Bug Tracking, User Acceptance Testing, System Testing, IBM Rational Tools, Rational Quality Manager, DTS packages, DBA for test group, Toad, Agile Testing, VB5, Oracle SQL Developer, Automated Software..., Test Metrics, Process Improvement, Load Testing, Performance Testing, QTP, Oracle PL/SQL..., CMMI Level 3, Rational Robot, COBOLII, Testing Process, Rational Test Manager, DB2, CICS, Mainframe, Rational XDE, VB Script, Test Scripts, CSP (Cross Systems..., SQLLDR, QTP Descriptive..., Sun Certified Java..., Unobtrusive Javascript
Education
Penn State University 2000 — 2001
IT Continuing Education Certification, HTML, ASP, ADO, Oracle, JavaScript, Java, Cyber Security, Web Admin, 4.0
University of Maryland College Park 1984 — 1985
Bachelor of Science (BS), Computer Science
North Carolina State University 1977 — 1981
Bachelor's degree, Industrial Engineering
Bill Raczko Bill Raczko's Vanguard Experience 2012 - Present
Job Head of Marketing, Financial Advisor Services at Vanguard
Industry Financial Services
Experience
Vanguard 2012 - Present
MetLife 2009 - 2012
MetLife 2007 - 2009
MetLife 2005 - 2007
MetLife 2000 - 2005
JPMorgan Chase 1995 - 2000
Skills
Customer Experience, Direct Marketing, Marketing Analytics, Thought Leadership, Advertising, Social Media, Product Development, Digital Marketing, Segmentation, Strategic Leadership, Marketing, Product Marketing, Strategy, Customer Acquisition, Strategic Planning, Marketing Strategy, Start-ups, Marketing Management, Business Strategy, Management, Analytics, Insurance, Competitive Analysis, Leadership, Financial Services, Strategic Partnerships, Executive Management, CRM, Database Marketing, Market Research, Integrated Marketing, Lead Generation, Cross-functional Team..., Relationship Management, Product Management, Business Development
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
New York University
BS, Economics
Vanguard 2012 - Present
MetLife 2009 - 2012
MetLife 2007 - 2009
MetLife 2005 - 2007
MetLife 2000 - 2005
JPMorgan Chase 1995 - 2000
Skills
Customer Experience, Direct Marketing, Marketing Analytics, Thought Leadership, Advertising, Social Media, Product Development, Digital Marketing, Segmentation, Strategic Leadership, Marketing, Product Marketing, Strategy, Customer Acquisition, Strategic Planning, Marketing Strategy, Start-ups, Marketing Management, Business Strategy, Management, Analytics, Insurance, Competitive Analysis, Leadership, Financial Services, Strategic Partnerships, Executive Management, CRM, Database Marketing, Market Research, Integrated Marketing, Lead Generation, Cross-functional Team..., Relationship Management, Product Management, Business Development
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
New York University
BS, Economics
Andrew Cormier Andrew Cormier's Vanguard Experience July 2013 - August 2015
Job Investment Banking Analyst at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets September 2015 - Present
Vanguard July 2013 - August 2015
Penske Truck Leasing May 2012 - May 2013
Skills
Fleet Management, Logistics, Inventory Management, Operations Management, Customer Satisfaction, Customer Service, Fleet Leasing, Process Scheduler, Account Management, Sales Operations, Series 7, Series 63, Microsoft Excel, Financial Analysis, Financial Modeling, Valuation, PowerPoint, Bloomberg Terminal, ThomsonOne
Education
North Carolina State University 2009 — 2013
Currituck County High School
RBC Capital Markets September 2015 - Present
Vanguard July 2013 - August 2015
Penske Truck Leasing May 2012 - May 2013
Skills
Fleet Management, Logistics, Inventory Management, Operations Management, Customer Satisfaction, Customer Service, Fleet Leasing, Process Scheduler, Account Management, Sales Operations, Series 7, Series 63, Microsoft Excel, Financial Analysis, Financial Modeling, Valuation, PowerPoint, Bloomberg Terminal, ThomsonOne
Education
North Carolina State University 2009 — 2013
Currituck County High School
Jarrod Phifer Jarrod Phifer's Vanguard Experience August 2013 - Present
Job Investment Specialist at Vanguard
Industry Business Supplies and Equipment
Experience
Vanguard August 2013 - Present
Norfolk Southern March 2011 - August 2013
Skills
Rail, Transportation, Container, Transportation..., Dispatching, Rail Operations, Freight, Logistics, Transportation Planning, Shipping, Rail Safety, Trucking, Locomotive, Operations Management, Railway
Education
North Carolina Agricultural and Technical State University 2004 — 2009
Bachelor of Science (BS), Business Administration and Management, General
Vanguard August 2013 - Present
Norfolk Southern March 2011 - August 2013
Skills
Rail, Transportation, Container, Transportation..., Dispatching, Rail Operations, Freight, Logistics, Transportation Planning, Shipping, Rail Safety, Trucking, Locomotive, Operations Management, Railway
Education
North Carolina Agricultural and Technical State University 2004 — 2009
Bachelor of Science (BS), Business Administration and Management, General
Joseph Salcido Joseph Salcido's Vanguard Experience May 2015 - Present
Job Line Manager at The Vanguard Group
Industry Financial Services
Experience
Vanguard May 2015 - Present
Vanguard June 2013 - May 2015
Vanguard 2010 - 2013
Vanguard 2008 - 2010
Vanguard 2006 - 2008
Skills
Leadership Development, People Management, Mentoring, College Recruiting, Behavioral Interviewing, Technical Leadership, Relationship Management, Equity Trading, Operations Management, Options, Finance, Coaching, Electronic Trading, Leadership, Equities, Trading, Investments, Financial Services, Risk Management, Series 7, CRM, FINRA, Mutual Funds, Financial Markets
Education
Saint Joseph's University 2013 — 2016
Master of Business Administration (M.B.A.), Finance, 3.7
New Mexico State University 2001 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
New Mexico State University 2001 — 2006
Bachelor of Business Administration (B.B.A.), International Business
Vanguard May 2015 - Present
Vanguard June 2013 - May 2015
Vanguard 2010 - 2013
Vanguard 2008 - 2010
Vanguard 2006 - 2008
Skills
Leadership Development, People Management, Mentoring, College Recruiting, Behavioral Interviewing, Technical Leadership, Relationship Management, Equity Trading, Operations Management, Options, Finance, Coaching, Electronic Trading, Leadership, Equities, Trading, Investments, Financial Services, Risk Management, Series 7, CRM, FINRA, Mutual Funds, Financial Markets
Education
Saint Joseph's University 2013 — 2016
Master of Business Administration (M.B.A.), Finance, 3.7
New Mexico State University 2001 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
New Mexico State University 2001 — 2006
Bachelor of Business Administration (B.B.A.), International Business
Samuel J. Castaneda, Jr., CFP® Samuel J. Castaneda, Jr., CFP®'s Vanguard Experience June 2006 - October 2012
Job Wealth Advisor/AVP at NB|AZ Wealth Management
Industry Financial Services
Experience
Zions Capital Advisors October 2012 - Present
Vanguard June 2006 - October 2012
Skills
Series 63, Mutual Funds, Retirement Planning, Investments, Strategic Financial..., Personal Trust..., Retail Banking, Series 6, Retirement, Securities, Investment Advisory, Series 7, Asset Allocation, 401k, ETFs, IRAs, FINRA, Investment Management, Asset Management, Investment Strategies, Portfolio Management, High Net Worth..., Uniform Combined State..., Wealth Management, Fixed Annuities, Financial Planning
Education
New Mexico State University 2002 — 2006
Bachelor's, Finance
Zions Capital Advisors October 2012 - Present
Vanguard June 2006 - October 2012
Skills
Series 63, Mutual Funds, Retirement Planning, Investments, Strategic Financial..., Personal Trust..., Retail Banking, Series 6, Retirement, Securities, Investment Advisory, Series 7, Asset Allocation, 401k, ETFs, IRAs, FINRA, Investment Management, Asset Management, Investment Strategies, Portfolio Management, High Net Worth..., Uniform Combined State..., Wealth Management, Fixed Annuities, Financial Planning
Education
New Mexico State University 2002 — 2006
Bachelor's, Finance
Michael Osborn Michael Osborn's Vanguard Experience May 2005 - August 2006
Job Director at KPMG US
Industry Financial Services
Experience
KPMG US September 2006 - Present
Vanguard May 2005 - August 2006
Skills
Banking, Business Strategy, Management Consulting, Business Transformation, Product Management, Business Process..., Project Management, Strategy, Leadership, Strategic Planning, Change Management
Education
North Carolina State University 2001 — 2005
Bachelor of Science (B.S.), Finance
KPMG US September 2006 - Present
Vanguard May 2005 - August 2006
Skills
Banking, Business Strategy, Management Consulting, Business Transformation, Product Management, Business Process..., Project Management, Strategy, Leadership, Strategic Planning, Change Management
Education
North Carolina State University 2001 — 2005
Bachelor of Science (B.S.), Finance
Daisy Gallegos Daisy Gallegos's Vanguard Experience June 2011 - August 2011
Job Senior Consultant, Cyber Risk Services at Deloitte
Industry Computer & Network Security
Experience
Deloitte August 2015 - Present
Deloitte & Touche LLP September 2012 - August 2015
Vanguard June 2011 - August 2011
Society of Hispanic Professional Engineers June 2010 - May 2011
Vanguard June 2010 - August 2010
AT&T June 2009 - August 2009
Skills
Databases, Visio, Security, SQL, Leadership Development, Data Analysis, MS Project, Microsoft Office, Windows, Java, SharePoint, Analysis, Project Management, Microsoft Excel, Microsoft Word, Microsoft SQL Server, Matlab, SDLC, Testing, HTML, Program Management, Business Analysis, Windows 7, MySQL, Archer Certified..., Leadership, PowerPoint
Education
New Jersey Institute of Technology 2011 — 2012
Master of Science, IT Administration & Security
New Jersey Institute of Technology 2007 — 2011
Bachelor of Science, Information Technology (Network Security); Minor: Applied Mathematics
Deloitte August 2015 - Present
Deloitte & Touche LLP September 2012 - August 2015
Vanguard June 2011 - August 2011
Society of Hispanic Professional Engineers June 2010 - May 2011
Vanguard June 2010 - August 2010
AT&T June 2009 - August 2009
Skills
Databases, Visio, Security, SQL, Leadership Development, Data Analysis, MS Project, Microsoft Office, Windows, Java, SharePoint, Analysis, Project Management, Microsoft Excel, Microsoft Word, Microsoft SQL Server, Matlab, SDLC, Testing, HTML, Program Management, Business Analysis, Windows 7, MySQL, Archer Certified..., Leadership, PowerPoint
Education
New Jersey Institute of Technology 2011 — 2012
Master of Science, IT Administration & Security
New Jersey Institute of Technology 2007 — 2011
Bachelor of Science, Information Technology (Network Security); Minor: Applied Mathematics
Alvin Wallace Alvin Wallace's Vanguard Experience March 1999 - June 2005
Job AVP, Virtual Channels Group Compliance Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo December 2012 - Present
Wells Fargo September 2006 - December 2012
Wells Fargo September 2005 - September 2006
Vanguard March 1999 - June 2005
YMCA 2000 - 2000
Wachovia Bank, NA October 1996 - January 1999
Education
North Carolina A&T State University 1983 — 1987
Bachelor of Arts (B.A.), Computer and Information Sciences, General
West Charlotte Senior High School 1979 — 1983
Diploma, General Studies
Wells Fargo December 2012 - Present
Wells Fargo September 2006 - December 2012
Wells Fargo September 2005 - September 2006
Vanguard March 1999 - June 2005
YMCA 2000 - 2000
Wachovia Bank, NA October 1996 - January 1999
Education
North Carolina A&T State University 1983 — 1987
Bachelor of Arts (B.A.), Computer and Information Sciences, General
West Charlotte Senior High School 1979 — 1983
Diploma, General Studies
Anthony DeVice Anthony DeVice's Vanguard Experience January 1997 - February 2005
Job Sr. Training Manager, Philadelphia Insurance Companies; MBA, AAMS
Industry Telecommunications
Experience
Philadelphia Insurance Companies September 2012 - Present
Delaware County Community College January 2000 - Present
Delaware County Community College 2000 - Present
Comcast Cable October 2011 - September 2012
Comcast Cable February 2009 - October 2011
Two4One Wealth Management July 2008 - September 2011
Accenture November 2006 - February 2009
Neumann University January 2003 - January 2008
United Health Group February 2005 - November 2006
Vanguard January 1997 - February 2005
Skills
Program Management, Employee Training, Training Delivery, Management, Curriculum Design, Adult Education, Instructional Design, Cross-functional Team..., Project Management, Curriculum Development, Higher Education, Customer Experience, Training & Development, Personal Finance, Financial Planning, Financial Management, Employee Development..., Leadership Development..., New Employee Onboarding..., Leadership Onboarding..., Mentoring Programs, Educational Roadmaps, Strategic Financial..., Customer Service, Managerial Finance, Team Building
Education
St. Joseph's University 2009 — 2009
Certificate, Professional Development
West Chester University of Pennsylvania 1996 — 1999
MBA, Business Management
Neumann College 1993 — 1995
Bachelor of Science, Business
Cardinal O'Hara
Philadelphia Insurance Companies September 2012 - Present
Delaware County Community College January 2000 - Present
Delaware County Community College 2000 - Present
Comcast Cable October 2011 - September 2012
Comcast Cable February 2009 - October 2011
Two4One Wealth Management July 2008 - September 2011
Accenture November 2006 - February 2009
Neumann University January 2003 - January 2008
United Health Group February 2005 - November 2006
Vanguard January 1997 - February 2005
Skills
Program Management, Employee Training, Training Delivery, Management, Curriculum Design, Adult Education, Instructional Design, Cross-functional Team..., Project Management, Curriculum Development, Higher Education, Customer Experience, Training & Development, Personal Finance, Financial Planning, Financial Management, Employee Development..., Leadership Development..., New Employee Onboarding..., Leadership Onboarding..., Mentoring Programs, Educational Roadmaps, Strategic Financial..., Customer Service, Managerial Finance, Team Building
Education
St. Joseph's University 2009 — 2009
Certificate, Professional Development
West Chester University of Pennsylvania 1996 — 1999
MBA, Business Management
Neumann College 1993 — 1995
Bachelor of Science, Business
Cardinal O'Hara
Rianna Asabea Amaniampong Rianna Asabea Amaniampong's Vanguard Experience August 2015 - Present
Job Client Relationship Associate
Industry Financial Services
Experience
Vanguard August 2015 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Social Media, Public Speaking, Cultural Awareness, Spanish
Education
North Carolina State University 2011 — 2015
Bachelor of Science (BS), Business Administration- Finance
Vanguard August 2015 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Social Media, Public Speaking, Cultural Awareness, Spanish
Education
North Carolina State University 2011 — 2015
Bachelor of Science (BS), Business Administration- Finance
Chase Davis's Vanguard Experience June 2012 - August 2012
Job WEM Consultant at iCiDigital
Industry Computer Software
Experience
iCiDIGITAL October 2013 - Present
Davis-Gordon-Blandon Family July 2014 - Present
Siemens November 2012 - May 2013
Vanguard June 2012 - August 2012
ATI-Industrial Autmation January 2012 - May 2012
ATI - Industrial Automation May 2011 - August 2011
Skills
Eclipse, Java, JavaScript, HTML, Visual Studio, C#, C, Subversion, NI LabVIEW, Cast Iron, Salesforce.com..., Spanish-speaking, JSP, CSS, IntelliJ IDEA, JSON, JSTL
Education
North Carolina State University 2009 — 2014
Bachelor's degree, Computer Science, Senior
North Carolina State University 2009 — 2014
Minor, Spanish
North Carolina State University 2009 — 2014
Concentration, Game Design
iCiDIGITAL October 2013 - Present
Davis-Gordon-Blandon Family July 2014 - Present
Siemens November 2012 - May 2013
Vanguard June 2012 - August 2012
ATI-Industrial Autmation January 2012 - May 2012
ATI - Industrial Automation May 2011 - August 2011
Skills
Eclipse, Java, JavaScript, HTML, Visual Studio, C#, C, Subversion, NI LabVIEW, Cast Iron, Salesforce.com..., Spanish-speaking, JSP, CSS, IntelliJ IDEA, JSON, JSTL
Education
North Carolina State University 2009 — 2014
Bachelor's degree, Computer Science, Senior
North Carolina State University 2009 — 2014
Minor, Spanish
North Carolina State University 2009 — 2014
Concentration, Game Design
Austin Pope Austin Pope's Vanguard Experience October 2014 - Present
Job Brokerage Associate at Vanguard
Industry Financial Services
Experience
Vanguard October 2014 - Present
Vanguard October 2013 - October 2014
Coleman Research June 2013 - October 2013
Bosch North America September 2012 - January 2013
Praxair, Inc. 2012 - August 2012
Ameriprise Financial October 2011 - April 2012
Proehlific Park August 2009 - August 2011
Skills
Microsoft Office, Marketing, Customer Service, CRM, Data Analysis, Lead Generation, Analysis, Digital Marketing, Microsoft Excel, Marketing Strategy, Social Media Marketing, Accounting, Business Development, Management, Spanish, Salesforce.com, Research, Team Leadership, Project Management, Market Research, Sales, Leadership, New Business Development, Social Media, Social Networking, Finance, Marketing Communications, Microsoft Word, Facebook, Event Management, Public Speaking, PowerPoint, Financial Analysis, Team Building, Event Planning, Public Relations, Teamwork, Strategic Planning, Time Management, Advertising, Series 7, Series 63
Education
North Carolina State University 2009 — 2013
Bachelor of Science, Business Administration- Marketing
North Carolina State University 2009 — 2013
Bachelor of Science (B.S.), Business Administration
Vanguard October 2014 - Present
Vanguard October 2013 - October 2014
Coleman Research June 2013 - October 2013
Bosch North America September 2012 - January 2013
Praxair, Inc. 2012 - August 2012
Ameriprise Financial October 2011 - April 2012
Proehlific Park August 2009 - August 2011
Skills
Microsoft Office, Marketing, Customer Service, CRM, Data Analysis, Lead Generation, Analysis, Digital Marketing, Microsoft Excel, Marketing Strategy, Social Media Marketing, Accounting, Business Development, Management, Spanish, Salesforce.com, Research, Team Leadership, Project Management, Market Research, Sales, Leadership, New Business Development, Social Media, Social Networking, Finance, Marketing Communications, Microsoft Word, Facebook, Event Management, Public Speaking, PowerPoint, Financial Analysis, Team Building, Event Planning, Public Relations, Teamwork, Strategic Planning, Time Management, Advertising, Series 7, Series 63
Education
North Carolina State University 2009 — 2013
Bachelor of Science, Business Administration- Marketing
North Carolina State University 2009 — 2013
Bachelor of Science (B.S.), Business Administration
Thomas Evan Hynes, Esq. Thomas Evan Hynes, Esq.'s Vanguard Experience October 2007 - August 2014
Job Skilled Consultant
Industry Financial Services
Experience
Vanguard October 2007 - August 2014
Education
Rutgers University School of Law - Camden 2010 — 2014
Juris Doctor (J.D.)
New York Institute of Technology-Old Westbury 2008 — 2010
Master of Business Administration (M.B.A.)
Vanguard October 2007 - August 2014
Education
Rutgers University School of Law - Camden 2010 — 2014
Juris Doctor (J.D.)
New York Institute of Technology-Old Westbury 2008 — 2010
Master of Business Administration (M.B.A.)
Claude Oesterle Claude Oesterle's Vanguard Experience July 2013 - November 2013
Job Citrix Consultant
Industry Nonprofit Organization Management
Experience
Lehigh Valley Health Network November 2013 - Present
Vanguard July 2013 - November 2013
Lehigh Valley Health Network September 2012 - January 2013
Carpenter Technology May 2011 - May 2012
PPL Corporation June 1999 - May 2011
IBM July 1998 - June 1999
United States Department of Defense December 1991 - July 1998
Skills
VMware, Servers, Windows Server, System Administration, TCP/IP, Change Management, Citrix, Microsoft Exchange, Windows XP, vSphere, Microsoft Technologies, Networking, IT Service Management, Project Management, Computer Hardware, Hardware Support, Team Leadership, Unix, NetApp, Hyper-V, Win2008, Hardware, Storage, Infrastructure, Citrix Metaframe, Visio, Integration, 2008 R2, Disaster Recovery, Active Directory, Scripting, Windows 7, Linux, Troubleshooting, Firewalls, Operating Systems, VMware ESX, Load Balancing, Workstations, Windows, XenApp, Netscaler, XenDesktop
Education
New Jersey Institute of Technology
Master of Science (MS), Computer Engineering
Lehigh Valley Health Network November 2013 - Present
Vanguard July 2013 - November 2013
Lehigh Valley Health Network September 2012 - January 2013
Carpenter Technology May 2011 - May 2012
PPL Corporation June 1999 - May 2011
IBM July 1998 - June 1999
United States Department of Defense December 1991 - July 1998
Skills
VMware, Servers, Windows Server, System Administration, TCP/IP, Change Management, Citrix, Microsoft Exchange, Windows XP, vSphere, Microsoft Technologies, Networking, IT Service Management, Project Management, Computer Hardware, Hardware Support, Team Leadership, Unix, NetApp, Hyper-V, Win2008, Hardware, Storage, Infrastructure, Citrix Metaframe, Visio, Integration, 2008 R2, Disaster Recovery, Active Directory, Scripting, Windows 7, Linux, Troubleshooting, Firewalls, Operating Systems, VMware ESX, Load Balancing, Workstations, Windows, XenApp, Netscaler, XenDesktop
Education
New Jersey Institute of Technology
Master of Science (MS), Computer Engineering
Aisol Casillas's Vanguard Experience January 2014 - March 2014
Job Immigration Paralegal at Southwest Asylum & Migration Institute
Industry Financial Services
Experience
Southwest Asylum & Migration Institute May 2015 - Present
New Mexico State University January 2015 - Present
The Bair Foundation November 2014 - March 2015
Vanguard January 2014 - March 2014
FirstLight Federal Credit Union October 2011 - December 2013
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Investments, Teamwork, Research, PowerPoint, CRM, Financial Analysis, Loans, Retail Banking, Statistics, Health Insurance, Sales, Public Speaking, Social Media, Interviews, Inventory Control
Education
New Mexico State University 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General
New Mexico State University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Banking
Southwest Asylum & Migration Institute May 2015 - Present
New Mexico State University January 2015 - Present
The Bair Foundation November 2014 - March 2015
Vanguard January 2014 - March 2014
FirstLight Federal Credit Union October 2011 - December 2013
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Investments, Teamwork, Research, PowerPoint, CRM, Financial Analysis, Loans, Retail Banking, Statistics, Health Insurance, Sales, Public Speaking, Social Media, Interviews, Inventory Control
Education
New Mexico State University 2014 — 2016
Master of Business Administration (M.B.A.), Finance, General
New Mexico State University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Banking
Michael Sakaluk Michael Sakaluk's Vanguard Experience August 2014 - Present
Job Developer
Industry Financial Services
Experience
Vanguard August 2014 - Present
Vanguard January 2013 - September 2014
Tekelec May 2009 - December 2012
Skills
Perl, Testing, Unix, Linux, Java, Software Development, Agile Methodologies
Education
North Carolina State University 2012 — 2012
MS, Computer Engineering
North Carolina State University 2007 — 2011
BS, Computer Engineering
North Carolina State University 2007 — 2011
BS, Electrical Engineering
Vanguard August 2014 - Present
Vanguard January 2013 - September 2014
Tekelec May 2009 - December 2012
Skills
Perl, Testing, Unix, Linux, Java, Software Development, Agile Methodologies
Education
North Carolina State University 2012 — 2012
MS, Computer Engineering
North Carolina State University 2007 — 2011
BS, Computer Engineering
North Carolina State University 2007 — 2011
BS, Electrical Engineering
Shermel Meeks Shermel Meeks's Vanguard Experience November 2014 - March 2015
Job Strong Mortgage Background and Legal Services
Industry Legal Services
Experience
Bank of America March 2015 - Present
Vanguard November 2014 - March 2015
Wells Fargo Home Mortgage April 2008 - September 2014
Citi October 2006 - March 2008
Skills
Credit, Loans, Mortgage Lending, Risk Management, Financial Services, Paralegals, Legal Research
Education
York Technical College 2009 — 2012
Associates in Business/ Paralegal Certificate, Paralegal- Business
North Carolina Central University 2005 — 2006
Paralegal
York Comprehensive High School 2001 — 2005
High School Diploma
Bank of America March 2015 - Present
Vanguard November 2014 - March 2015
Wells Fargo Home Mortgage April 2008 - September 2014
Citi October 2006 - March 2008
Skills
Credit, Loans, Mortgage Lending, Risk Management, Financial Services, Paralegals, Legal Research
Education
York Technical College 2009 — 2012
Associates in Business/ Paralegal Certificate, Paralegal- Business
North Carolina Central University 2005 — 2006
Paralegal
York Comprehensive High School 2001 — 2005
High School Diploma
Tony Abee, MBA Tony Abee, MBA's Vanguard Experience April 2015 - Present
Job Metrics Supervisor/Team Leader at Vanguard
Industry Financial Services
Experience
Vanguard April 2015 - Present
Vanguard July 2012 - Present
Vanguard May 2006 - July 2012
United States Marine Corps May 1997 - May 2002
Skills
Management, Training, Customer Service, CRM, Team Leadership, Coaching, Teamwork, Financial Analysis, Microsoft Office, Microsoft Excel, Building Relationships, Military Experience, Strategy, Strategic Leadership, Business Management, Client Retention, PowerPoint, Client Relationship..., Military Leadership, Problem Solving, Customer Relations, Lotus Notes, Microsoft Word, Data Analysis, Minitab, Metrics Reporting, Dashboard Metrics, Project Management, Project Planning
Education
Gardner-Webb University, Graduate School of Business 2008 — 2011
Masters Business Administration, Finance
North Carolina State University - College of Management 2002 — 2006
Business Management, Finance
Vanguard April 2015 - Present
Vanguard July 2012 - Present
Vanguard May 2006 - July 2012
United States Marine Corps May 1997 - May 2002
Skills
Management, Training, Customer Service, CRM, Team Leadership, Coaching, Teamwork, Financial Analysis, Microsoft Office, Microsoft Excel, Building Relationships, Military Experience, Strategy, Strategic Leadership, Business Management, Client Retention, PowerPoint, Client Relationship..., Military Leadership, Problem Solving, Customer Relations, Lotus Notes, Microsoft Word, Data Analysis, Minitab, Metrics Reporting, Dashboard Metrics, Project Management, Project Planning
Education
Gardner-Webb University, Graduate School of Business 2008 — 2011
Masters Business Administration, Finance
North Carolina State University - College of Management 2002 — 2006
Business Management, Finance
Stephanie D'Ortone's Vanguard Experience March 2013 - Present
Job Talent Management and Event Logistics Specialist (HR) at Vanguard
Industry Financial Services
Experience
Vanguard March 2013 - Present
Vanguard March 2012 - March 2013
Randstad November 2011 - March 2012
Franklin Mint Federal Credit Union July 2011 - November 2011
Skills
Mutual Funds, Employment, Time Management, Organization, Multi Tasking, Relationship Management, Building Relationships, Retirement Planning, Financial Services, Retirement, Strategic Financial..., Processing, Deferred Compensation, Event Planning, Training, Management, Recruiting, Talent Management, Customer Service
Education
Neumann College 2007 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
Springfield High School
Vanguard March 2013 - Present
Vanguard March 2012 - March 2013
Randstad November 2011 - March 2012
Franklin Mint Federal Credit Union July 2011 - November 2011
Skills
Mutual Funds, Employment, Time Management, Organization, Multi Tasking, Relationship Management, Building Relationships, Retirement Planning, Financial Services, Retirement, Strategic Financial..., Processing, Deferred Compensation, Event Planning, Training, Management, Recruiting, Talent Management, Customer Service
Education
Neumann College 2007 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General
Springfield High School
Autumn Stewart-Jay's Vanguard Experience July 2014 - Present
Job Recruitment Manager at Vanguard
Industry Staffing and Recruiting
Experience
Vanguard July 2014 - Present
Vanguard September 2012 - Present
Fox Rehabilitation September 2011 - June 2012
The Childrens Hospital of Philadelphia June 2007 - July 2011
Astea January 2004 - June 2007
Judge Technical Services September 2000 - December 2003
Skills
Recruitment/Retention, Talent Acquisition, Talent Management, Talent Assessment, Healthcare Industry, Corporate Finance, Allied Health, Social Media Marketing, IT Strategy, General Operations, Agency Negotiations, Change Leadership, Strategic Planning, Team Leadership, Outsourcing Management, PHR, Employee Relations, Employee Management, Employment Law, Recruiting, Change Management, Human Resources, Negotiation, Onboarding, Leadership, HRIS, Workforce Planning, Training, Hiring, Employer Branding, SPHR, HR Policies, Applicant Tracking..., Interviews, HR Consulting, Consulting, Internet Recruiting, College Recruiting, New Hire Orientations, Technical Recruiting, Coaching, Management, Deferred Compensation, Job Fairs, Sourcing, Executive Search, Screening Resumes, Employee Engagement, Screening, Staffing Services
Education
Norfolk State University 1998 — 2000
Communication/Human Resources
Vanguard July 2014 - Present
Vanguard September 2012 - Present
Fox Rehabilitation September 2011 - June 2012
The Childrens Hospital of Philadelphia June 2007 - July 2011
Astea January 2004 - June 2007
Judge Technical Services September 2000 - December 2003
Skills
Recruitment/Retention, Talent Acquisition, Talent Management, Talent Assessment, Healthcare Industry, Corporate Finance, Allied Health, Social Media Marketing, IT Strategy, General Operations, Agency Negotiations, Change Leadership, Strategic Planning, Team Leadership, Outsourcing Management, PHR, Employee Relations, Employee Management, Employment Law, Recruiting, Change Management, Human Resources, Negotiation, Onboarding, Leadership, HRIS, Workforce Planning, Training, Hiring, Employer Branding, SPHR, HR Policies, Applicant Tracking..., Interviews, HR Consulting, Consulting, Internet Recruiting, College Recruiting, New Hire Orientations, Technical Recruiting, Coaching, Management, Deferred Compensation, Job Fairs, Sourcing, Executive Search, Screening Resumes, Employee Engagement, Screening, Staffing Services
Education
Norfolk State University 1998 — 2000
Communication/Human Resources
William E. Wymer, Ph.D. William E. Wymer, Ph.D.'s Vanguard Experience November 2012 - Present
Job Manager, Human Capital Analytics
Industry Financial Services
Experience
Vanguard November 2012 - Present
TD Ameritrade August 2006 - December 2011
UBS Financial Services January 2000 - July 2006
Merrill Lynch 1994 - 2000
Skills
Analytics, Strategy, Competitive Analysis, workforce analytics, Market Research, Segmentation, Business Intelligence, Strategic Planning, Wealth Management, Analysis, Competitive Intelligence, Management, Business Strategy, Financial Services, Business Analysis, Organizational..., Customer Insight, Product Development, Consulting, Change Management, Customer Satisfaction..., Organizational Behavior, Marketing, Employee Engagement, Customer Satisfaction, Organizational Change, Organizational..., Product Design, Product Strategy, Client Expereince, Persona Development, CRPC, Workforce Planning
Education
New College of Florida
Bachelor of Arts (B.A.)
University of South Florida
PhD
University of South Florida
MA
Vanguard November 2012 - Present
TD Ameritrade August 2006 - December 2011
UBS Financial Services January 2000 - July 2006
Merrill Lynch 1994 - 2000
Skills
Analytics, Strategy, Competitive Analysis, workforce analytics, Market Research, Segmentation, Business Intelligence, Strategic Planning, Wealth Management, Analysis, Competitive Intelligence, Management, Business Strategy, Financial Services, Business Analysis, Organizational..., Customer Insight, Product Development, Consulting, Change Management, Customer Satisfaction..., Organizational Behavior, Marketing, Employee Engagement, Customer Satisfaction, Organizational Change, Organizational..., Product Design, Product Strategy, Client Expereince, Persona Development, CRPC, Workforce Planning
Education
New College of Florida
Bachelor of Arts (B.A.)
University of South Florida
PhD
University of South Florida
MA
Clifford Felton Clifford Felton's Vanguard Experience November 2014 - Present
Job Flex Associate at Vanguard
Industry Financial Services
Experience
Vanguard November 2014 - Present
University of South Carolina June 2012 - May 2014
NOAA's National Weather Service January 2012 - May 2012
North Carolina State University August 2011 - May 2012
Belmar Beach Patrol June 2008 - August 2011
North Carolina State University January 2011 - May 2011
NC State University Dining August 2010 - December 2010
NC State University Dining August 2008 - May 2010
Skills
Teaching, Leadership, Microsoft Office, Windows, Mac OS X, HTML, Research, Forecasting, Matlab, Statistics, Data Analysis, Fortran, Area Forecast..., Client Relations, Problem Solving, Creative Solutions
Education
University of South Carolina-Columbia 2012 — 2014
Master's of Science, Marine Sciences, 4.0
North Carolina State University 2008 — 2012
Bachelor's of Science, Meteorology, 3.42
North Carolina State University 2008 — 2012
Bachelor of Science (B.S.), Marine Sciences, 3.42
Vanguard November 2014 - Present
University of South Carolina June 2012 - May 2014
NOAA's National Weather Service January 2012 - May 2012
North Carolina State University August 2011 - May 2012
Belmar Beach Patrol June 2008 - August 2011
North Carolina State University January 2011 - May 2011
NC State University Dining August 2010 - December 2010
NC State University Dining August 2008 - May 2010
Skills
Teaching, Leadership, Microsoft Office, Windows, Mac OS X, HTML, Research, Forecasting, Matlab, Statistics, Data Analysis, Fortran, Area Forecast..., Client Relations, Problem Solving, Creative Solutions
Education
University of South Carolina-Columbia 2012 — 2014
Master's of Science, Marine Sciences, 4.0
North Carolina State University 2008 — 2012
Bachelor's of Science, Meteorology, 3.42
North Carolina State University 2008 — 2012
Bachelor of Science (B.S.), Marine Sciences, 3.42
William B. Moore, Jr., CLU®, ChFC®, CMFC® William B. Moore, Jr., CLU®, ChFC®, CMFC®'s Vanguard Experience March 2011 - Present
Job High Net Worth Client Relationship Administrator at Vanguard
Industry Financial Services
Experience
Vanguard March 2011 - Present
Prudential Financial December 2008 - March 2011
Wachovia, A Wells Fargo Company September 2000 - December 2008
Prudential Financial September 1996 - September 2000
Skills
Financial Planning, Retirement Planning, Retirement Income..., Mutual Funds, Asset Allocation, Client Relationship..., Sales, Insurance Planning, Annuities, US Army, Series 7, Series 63, IRA's, Series 65, IRAs, Investments, Series 6
Education
Niagara University
BS, Commerce
University of Maryland Baltimore
AA, Liberal Arts
Vanguard March 2011 - Present
Prudential Financial December 2008 - March 2011
Wachovia, A Wells Fargo Company September 2000 - December 2008
Prudential Financial September 1996 - September 2000
Skills
Financial Planning, Retirement Planning, Retirement Income..., Mutual Funds, Asset Allocation, Client Relationship..., Sales, Insurance Planning, Annuities, US Army, Series 7, Series 63, IRA's, Series 65, IRAs, Investments, Series 6
Education
Niagara University
BS, Commerce
University of Maryland Baltimore
AA, Liberal Arts
Jimael Dixson Jimael Dixson's Vanguard Experience October 2014 - Present
Job Supervisor at Vanguard
Industry Investment Banking
Experience
Vanguard October 2014 - Present
Vanguard July 2013 - Present
YMCA of Greater Charlotte June 2006 - May 2012
Credit Suisse June 2011 - August 2011
Wells Fargo Home Mortgage June 2007 - August 2007
Skills
Staff Development, Program Development, Community Outreach, Fundraising, Public Speaking, Volunteer Management, Microsoft Office, Youth Leadership, PowerPoint, Project Management, Team Leadership, Internal/External..., Manage Client..., Leadership Development, Customer Service
Education
North Carolina State University 2010 — 2013
Business and Marketing Education
University of North Carolina at Charlotte 2008 — 2010
Vanguard October 2014 - Present
Vanguard July 2013 - Present
YMCA of Greater Charlotte June 2006 - May 2012
Credit Suisse June 2011 - August 2011
Wells Fargo Home Mortgage June 2007 - August 2007
Skills
Staff Development, Program Development, Community Outreach, Fundraising, Public Speaking, Volunteer Management, Microsoft Office, Youth Leadership, PowerPoint, Project Management, Team Leadership, Internal/External..., Manage Client..., Leadership Development, Customer Service
Education
North Carolina State University 2010 — 2013
Business and Marketing Education
University of North Carolina at Charlotte 2008 — 2010
Li-Lun Chen, SPHR, MBA's Vanguard Experience June 2006 - October 2009
Job Senior Sourcing Recruiter at PNC
Industry Human Resources
Experience
PNC June 2015 - Present
Sequent Inc. December 2014 - June 2015
Sequent Inc. September 2013 - December 2014
NCO Group November 2012 - September 2013
Lowe's Home Improvement March 2012 - November 2012
Vanguard June 2006 - October 2009
Skills
PeopleSoft, Leadership, Customer Service, Leadership Development, Performance Management, Recruiting, Management, Sales, Human Resources, Team Building, Lotus Notes, Kronos, Time Management, Onboarding, CRM, Interviews, Sourcing, Talent Acquisition, Employee Benefits, Employee Relations, Employee Training, Hiring, Applicant Tracking..., College Recruiting, Payroll, New Hire Orientations
Education
University of North Carolina at Charlotte 2009 — 2011
MBA, Management
North Carolina State University 2001 — 2006
BS, History
PNC June 2015 - Present
Sequent Inc. December 2014 - June 2015
Sequent Inc. September 2013 - December 2014
NCO Group November 2012 - September 2013
Lowe's Home Improvement March 2012 - November 2012
Vanguard June 2006 - October 2009
Skills
PeopleSoft, Leadership, Customer Service, Leadership Development, Performance Management, Recruiting, Management, Sales, Human Resources, Team Building, Lotus Notes, Kronos, Time Management, Onboarding, CRM, Interviews, Sourcing, Talent Acquisition, Employee Benefits, Employee Relations, Employee Training, Hiring, Applicant Tracking..., College Recruiting, Payroll, New Hire Orientations
Education
University of North Carolina at Charlotte 2009 — 2011
MBA, Management
North Carolina State University 2001 — 2006
BS, History
Rhonda Mayo Rhonda Mayo's Vanguard Experience December 1997 - March 2008
Job Sr. Business Planning and Strategy Consultant at MetLife
Industry Financial Services
Experience
MetLife October 2014 - Present
Leaders in Relationship, Vendor & Event Management in the Charlotte, North Carolina Area 2014 - Present
Bank of America August 2011 - January 2013
Bank of America August 2010 - August 2011
Bank of America February 2010 - July 2010
RolloverSystems March 2008 - October 2009
Vanguard December 1997 - March 2008
A Gem Am I Special Events, Inc. October 2001 - December 2007
Skills
Leadership, Strategy, Process Improvement, Business Analysis, Management, Project Management, Project Planning, Marketing, Program Management, Budgets, Microsoft Office, Analysis, Relationship Management, Financial Services, Strategic Planning, Customer Service, Business Process, Contract Negotiation, Insurance, Portfolio Management, Public Speaking, Event Planning, Finance, Change Management, Team Building, Training, Mutual Funds, Asset Management, Strategic Financial..., Asset Managment, Vendor Management, Vendor Relationships, Vendor Contracts, Project Coordination
Education
North Carolina Agricultural and Technical State University 1990 — 1995
Bachelor of Science (BS), Finance, General
MetLife October 2014 - Present
Leaders in Relationship, Vendor & Event Management in the Charlotte, North Carolina Area 2014 - Present
Bank of America August 2011 - January 2013
Bank of America August 2010 - August 2011
Bank of America February 2010 - July 2010
RolloverSystems March 2008 - October 2009
Vanguard December 1997 - March 2008
A Gem Am I Special Events, Inc. October 2001 - December 2007
Skills
Leadership, Strategy, Process Improvement, Business Analysis, Management, Project Management, Project Planning, Marketing, Program Management, Budgets, Microsoft Office, Analysis, Relationship Management, Financial Services, Strategic Planning, Customer Service, Business Process, Contract Negotiation, Insurance, Portfolio Management, Public Speaking, Event Planning, Finance, Change Management, Team Building, Training, Mutual Funds, Asset Management, Strategic Financial..., Asset Managment, Vendor Management, Vendor Relationships, Vendor Contracts, Project Coordination
Education
North Carolina Agricultural and Technical State University 1990 — 1995
Bachelor of Science (BS), Finance, General
Heidi Hasslacher Koch Heidi Hasslacher Koch's Vanguard Experience October 2008 - March 2009
Job Available for new opportunities
Industry Financial Services
Experience
Wilmington Trust March 2011 - Present
Wilmington Trust August 2009 - March 2011
Perry Management Corporation May 2009 - July 2009
Vanguard October 2008 - March 2009
The Vanguard Group through Randstad March 2008 - October 2008
The Vanguard Group through Randstad October 2007 - March 2008
M&I Bank August 2006 - July 2007
AllianceOnce January 2005 - May 2006
Skills
CRM, Relationship Management, Training, Customer Satisfaction, Sales, Financial Services, Marketing, Mutual Funds, Trading, IRAs, Management, Investments
Education
Normandale Community College
North Central University
Rio Salado Community College
Wilmington Trust March 2011 - Present
Wilmington Trust August 2009 - March 2011
Perry Management Corporation May 2009 - July 2009
Vanguard October 2008 - March 2009
The Vanguard Group through Randstad March 2008 - October 2008
The Vanguard Group through Randstad October 2007 - March 2008
M&I Bank August 2006 - July 2007
AllianceOnce January 2005 - May 2006
Skills
CRM, Relationship Management, Training, Customer Satisfaction, Sales, Financial Services, Marketing, Mutual Funds, Trading, IRAs, Management, Investments
Education
Normandale Community College
North Central University
Rio Salado Community College
James Bossieux, CIMA® James Bossieux, CIMA®'s Vanguard Experience February 2012 - Present
Job Sales Executive at Vanguard
Industry Financial Services
Experience
Vanguard February 2012 - Present
Vanguard September 2010 - February 2012
Evergreen Investments March 2007 - December 2009
Columbia Management (Bank of America) April 2004 - March 2007
Harris Direct LLC (ETrade) August 2000 - April 2004
Skills
Series 7, Portfolio Management, Capital Markets, Competitive Analysis, Consultative Selling, Mutual Funds, Selling, Asset Allocation, Equities, Finance, ETFs, Securities, Series 63, Investments, Financial Services, Asset Management, Leadership
Education
University of South Carolina - Darla Moore School of Business 2008 — 2010
MBA, International Concentration
North Carolina State University 1997 — 2000
BA, Political Science
Vanguard February 2012 - Present
Vanguard September 2010 - February 2012
Evergreen Investments March 2007 - December 2009
Columbia Management (Bank of America) April 2004 - March 2007
Harris Direct LLC (ETrade) August 2000 - April 2004
Skills
Series 7, Portfolio Management, Capital Markets, Competitive Analysis, Consultative Selling, Mutual Funds, Selling, Asset Allocation, Equities, Finance, ETFs, Securities, Series 63, Investments, Financial Services, Asset Management, Leadership
Education
University of South Carolina - Darla Moore School of Business 2008 — 2010
MBA, International Concentration
North Carolina State University 1997 — 2000
BA, Political Science
Edmond Kerollis, M.S. Edmond Kerollis, M.S.'s Vanguard Experience November 2004 - Present
Job Doing Well by always doing the right thing.
Industry Financial Services
Experience
Vanguard November 2004 - Present
Neumann University 2003 - 2004
The Guardian Life Insurance Co. of New York August 1994 - December 2000
Northwestern Mutual Life 1982 - 1994
Hoopes Better Homes and Gardens 1979 - 1981
Skills
Social Media, Strategic Planning, Social Networking, Event Planning, Higher Education, Teaching, Coaching, Microsoft Word, PowerPoint, Microsoft Excel, Leadership Development, Web Project Management, Help Desk Management, System Configuration, Microsoft Office, Mac, Software Quality..., Project Planning, Project Management, Fund Accounting, Fund Compliance..., Data Analysis, Microsoft Access
Education
Neumann University 2006 — 2008
MS in Strategic Leadership, Business Leadership, 4.0
Neumann University 2003 — 2004
BA, Liberal Studies
Vanguard November 2004 - Present
Neumann University 2003 - 2004
The Guardian Life Insurance Co. of New York August 1994 - December 2000
Northwestern Mutual Life 1982 - 1994
Hoopes Better Homes and Gardens 1979 - 1981
Skills
Social Media, Strategic Planning, Social Networking, Event Planning, Higher Education, Teaching, Coaching, Microsoft Word, PowerPoint, Microsoft Excel, Leadership Development, Web Project Management, Help Desk Management, System Configuration, Microsoft Office, Mac, Software Quality..., Project Planning, Project Management, Fund Accounting, Fund Compliance..., Data Analysis, Microsoft Access
Education
Neumann University 2006 — 2008
MS in Strategic Leadership, Business Leadership, 4.0
Neumann University 2003 — 2004
BA, Liberal Studies
Vince Volpe, QKA Vince Volpe, QKA's Vanguard Experience September 1997 - Present
Job Senior Manager at Vanguard
Industry Financial Services
Experience
Vanguard September 1997 - Present
Skills
Financial Services, QKA, Relationship Management, Mutual Funds, 401k, Financial Planning, Investments, Leadership, Risk Management, Series 63, Series 7, Business Analysis, Process Improvement, Finance, Strategic Planning, Project Management, Financial Analysis
Education
Neumann University 2012 — 2014
Master's degree, Organizational Leadership
Saint Joseph's University 1991 — 1995
Bachelor's degree, Accounting
Vanguard September 1997 - Present
Skills
Financial Services, QKA, Relationship Management, Mutual Funds, 401k, Financial Planning, Investments, Leadership, Risk Management, Series 63, Series 7, Business Analysis, Process Improvement, Finance, Strategic Planning, Project Management, Financial Analysis
Education
Neumann University 2012 — 2014
Master's degree, Organizational Leadership
Saint Joseph's University 1991 — 1995
Bachelor's degree, Accounting
Dorothy Evans Dorothy Evans's Vanguard Experience January 2001 - June 2004
Job Certified SpanishEnglish Translator
Industry Translation and Localization
Experience
Dorothy Evans Translations April 2009 - Present
Mary Kay, Inc. March 2005 - March 2012
Vanguard January 2001 - June 2004
Vanguard July 1996 - January 2001
John Hancock Life Insurance Company (U.S.A.) January 1994 - May 1996
Law Office of Ubel G. Velez April 1993 - April 1996
Skills
Translation, Spanish, English, Project Management, Proofreading, Foreign Languages, Multilingual, Editing, Linguistics, Intercultural..., Language Services, Research, General Correspondence, Microsoft Office, Management, Terminology, Teamwork, Quality Assurance, Project Coordination, Time Management, Wordfast
Education
New York University 2009 — 2012
Certificate
The George Washington University 2002 — 2003
West Chester University of Pennsylvania 1993 — 1996
BA
Instituto Universitario de Sevilla 1995 — 1995
Study Abroad Semester
Dorothy Evans Translations April 2009 - Present
Mary Kay, Inc. March 2005 - March 2012
Vanguard January 2001 - June 2004
Vanguard July 1996 - January 2001
John Hancock Life Insurance Company (U.S.A.) January 1994 - May 1996
Law Office of Ubel G. Velez April 1993 - April 1996
Skills
Translation, Spanish, English, Project Management, Proofreading, Foreign Languages, Multilingual, Editing, Linguistics, Intercultural..., Language Services, Research, General Correspondence, Microsoft Office, Management, Terminology, Teamwork, Quality Assurance, Project Coordination, Time Management, Wordfast
Education
New York University 2009 — 2012
Certificate
The George Washington University 2002 — 2003
West Chester University of Pennsylvania 1993 — 1996
BA
Instituto Universitario de Sevilla 1995 — 1995
Study Abroad Semester
Christina DeLia Christina DeLia's Vanguard Experience July 2014 - Present
Job Retirement Associate at Vanguard
Industry Financial Services
Experience
Vanguard July 2014 - Present
Riddle Memorial Hospital December 2012 - March 2014
West Goshen Township June 2007 - August 2013
YMCA of the Brandywine Valley October 2008 - March 2012
Bryn Mawr Rehabilitation Hospital December 2008 - March 2009
Skills
Organization, Team Leadership, Communication, Teamwork, Delegation, Direct Patient Care, Nursing Care, Qualified Retirement..., Customer Service, First Aid, PowerPoint, Public Speaking, Leadership, Research, Social Media
Education
Neumann University 2010 — 2014
Bachelor of Science (B.S.), Registered Nursing/Registered Nurse
Neumann University 2010 — 2014
Bachelor of Applied Science (B.A.Sc.), Nursing Science
Vanguard July 2014 - Present
Riddle Memorial Hospital December 2012 - March 2014
West Goshen Township June 2007 - August 2013
YMCA of the Brandywine Valley October 2008 - March 2012
Bryn Mawr Rehabilitation Hospital December 2008 - March 2009
Skills
Organization, Team Leadership, Communication, Teamwork, Delegation, Direct Patient Care, Nursing Care, Qualified Retirement..., Customer Service, First Aid, PowerPoint, Public Speaking, Leadership, Research, Social Media
Education
Neumann University 2010 — 2014
Bachelor of Science (B.S.), Registered Nursing/Registered Nurse
Neumann University 2010 — 2014
Bachelor of Applied Science (B.A.Sc.), Nursing Science
Melissa Hood's Vanguard Experience June 2013 - Present
Job Client Relationship Specialist at Vanguard
Industry Investment Management
Experience
Vanguard June 2013 - Present
Melmark January 2013 - May 2014
Vizion Group, Inc. August 2012 - December 2012
Kohl's Department Stores July 2012 - November 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Teamwork, Public Speaking, C++
Education
Neumann College 2009 — 2013
BS, Marketing & Business Administration and Management, General
Vanguard June 2013 - Present
Melmark January 2013 - May 2014
Vizion Group, Inc. August 2012 - December 2012
Kohl's Department Stores July 2012 - November 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Teamwork, Public Speaking, C++
Education
Neumann College 2009 — 2013
BS, Marketing & Business Administration and Management, General
Shobhan Dutta Shobhan Dutta's Vanguard Experience December 2005 - March 2007
Job Senior Manager, Data and Analytics
Industry Management Consulting
Experience
EY August 2015 - Present
EY July 2013 - August 2015
EY June 2012 - July 2013
Fidelity Investments March 2007 - May 2012
Vanguard December 2005 - March 2007
Infosys 2002 - 2005
Interra Information Technologies (InterraIT) July 2000 - November 2002
Skills
Business Analysis, Management, CRM, Change Management, Data Analysis, Data Warehousing, Outsourcing, Consulting, Project Management, Business Intelligence, Team Leadership, Leadership, Data Governance, Risk Management, Data Quality, Software Project..., ETL, Strategy, Informatica, SDLC, Offshoring, Information Management, Relationship Management, Manage Client..., Data Conversion, Data Analytics, Cross-functional Team..., Sales Operations, Data Integration, Sales Support, CCAR, Sales, BCBS, Project Portfolio..., Metadata, Taxonomy, Ontology
Education
North Carolina State University - College of Management 2010 — 2012
MBA, MBA, 4.0 GPA
Delhi University 1996 — 2000
Bachelor of Engineering, Instrumentation and Control
EY August 2015 - Present
EY July 2013 - August 2015
EY June 2012 - July 2013
Fidelity Investments March 2007 - May 2012
Vanguard December 2005 - March 2007
Infosys 2002 - 2005
Interra Information Technologies (InterraIT) July 2000 - November 2002
Skills
Business Analysis, Management, CRM, Change Management, Data Analysis, Data Warehousing, Outsourcing, Consulting, Project Management, Business Intelligence, Team Leadership, Leadership, Data Governance, Risk Management, Data Quality, Software Project..., ETL, Strategy, Informatica, SDLC, Offshoring, Information Management, Relationship Management, Manage Client..., Data Conversion, Data Analytics, Cross-functional Team..., Sales Operations, Data Integration, Sales Support, CCAR, Sales, BCBS, Project Portfolio..., Metadata, Taxonomy, Ontology
Education
North Carolina State University - College of Management 2010 — 2012
MBA, MBA, 4.0 GPA
Delhi University 1996 — 2000
Bachelor of Engineering, Instrumentation and Control
Lora Moulton Lora Moulton's Vanguard Experience December 2011 - September 2012
Job Contractor Wells Fargo at Randstad
Industry Financial Services
Experience
Randstad October 2015 - Present
Vanguard December 2011 - September 2012
Independent Contractor - November 2010 - April 2011
Wachovia, A Wells Fargo Company July 1997 - November 1998
Bloomberg July 1996 - June 1997
Citzens Trust Mutal Fund Co June 1994 - June 1996
McIntosh College August 1990 - June 1994
Skills
Marketing, Mortgage Lending, Asset Managment, Strategic Planning, Banking
Education
University of North Carolina at Charlotte 2003 — 2005
Course Work, Spanish
New England College 1992 — 1994
Bachelor’s Degree, Business Administration
McIntosh College 1990 — 1992
Associate’s Degree, Business Administration and Management, General
Randstad October 2015 - Present
Vanguard December 2011 - September 2012
Independent Contractor - November 2010 - April 2011
Wachovia, A Wells Fargo Company July 1997 - November 1998
Bloomberg July 1996 - June 1997
Citzens Trust Mutal Fund Co June 1994 - June 1996
McIntosh College August 1990 - June 1994
Skills
Marketing, Mortgage Lending, Asset Managment, Strategic Planning, Banking
Education
University of North Carolina at Charlotte 2003 — 2005
Course Work, Spanish
New England College 1992 — 1994
Bachelor’s Degree, Business Administration
McIntosh College 1990 — 1992
Associate’s Degree, Business Administration and Management, General
Carrie Massey Carrie Massey's Vanguard Experience January 2007 - December 2007
Job Wife | Mother | High School Math Teacher | Laundry Expert | Gourmet Chef Impersonator
Industry Higher Education
Experience
Animas High School September 2013 - Present
Animas Schools March 2012 - May 2013
Farmers Insurance December 2007 - January 2010
Vanguard January 2007 - December 2007
Wells Fargo Financial July 2006 - January 2007
First Community Bank May 2005 - June 2006
Skills
Problem Solving, Coaching, Analysis, Editing, Banking, Investment Banking, Mathematics, Excel, Research, Word, PowerPoint, Social Media, Microsoft Office, Strategic Planning, Customer Service, Public Speaking, Customer Relations, Budgeting, Negotiation, Team Building, Online Marketing, Data Analysis, Financial Analysis, Social Networking, Marketing, Budgets
Education
Grand Canyon University 2012 — 2014
Master of Education (M.Ed.), Secondary Education
New Mexico State University 2002 — 2006
Bachelor of Business Administration, Finance
Animas High School September 2013 - Present
Animas Schools March 2012 - May 2013
Farmers Insurance December 2007 - January 2010
Vanguard January 2007 - December 2007
Wells Fargo Financial July 2006 - January 2007
First Community Bank May 2005 - June 2006
Skills
Problem Solving, Coaching, Analysis, Editing, Banking, Investment Banking, Mathematics, Excel, Research, Word, PowerPoint, Social Media, Microsoft Office, Strategic Planning, Customer Service, Public Speaking, Customer Relations, Budgeting, Negotiation, Team Building, Online Marketing, Data Analysis, Financial Analysis, Social Networking, Marketing, Budgets
Education
Grand Canyon University 2012 — 2014
Master of Education (M.Ed.), Secondary Education
New Mexico State University 2002 — 2006
Bachelor of Business Administration, Finance
Jothsna Kethar Jothsna Kethar's Vanguard Experience July 2014 - Present
Job Database Administrator at Vanguard
Industry Telecommunications
Experience
Vanguard July 2014 - Present
Vanguard October 2012 - July 2014
Comcast Cable September 2007 - August 2012
Comverse January 2005 - September 2007
OpenCon Systems May 2001 - April 2004
Lucent Technologies June 2000 - April 2001
Skills
Telecommunications, Unix, Perl, TCP/IP, Shell Scripting, ClearCase, Linux, Testing, ClearQuest, Software Project..., Weblogic, Troubleshooting, Regression Testing, Software Documentation, SDLC, Quality Assurance, Software Development, SNMP, Scrum, Test Planning, Performance Tuning, Oracle, Software Quality..., Switches, Integration, Java Enterprise Edition, SOA, Scripting, System Architecture, Architecture, SQL, IP, LoadRunner, Solaris, XML, Ethernet, Servers, Performance Testing, CRM, Distributed Systems, Web Services, Agile Methodologies, Quality Center, Unix Shell Scripting, Debugging, Requirements Analysis, System Testing, Tomcat, JUnit, SOAP
Education
New Jersey Institute of Technology 1999 — 2001
M.S, Computer Science
Regional Engineering College, Calicut (REC) 1992 — 1996
B.Tech, Architectural Engineering
High School
Vanguard July 2014 - Present
Vanguard October 2012 - July 2014
Comcast Cable September 2007 - August 2012
Comverse January 2005 - September 2007
OpenCon Systems May 2001 - April 2004
Lucent Technologies June 2000 - April 2001
Skills
Telecommunications, Unix, Perl, TCP/IP, Shell Scripting, ClearCase, Linux, Testing, ClearQuest, Software Project..., Weblogic, Troubleshooting, Regression Testing, Software Documentation, SDLC, Quality Assurance, Software Development, SNMP, Scrum, Test Planning, Performance Tuning, Oracle, Software Quality..., Switches, Integration, Java Enterprise Edition, SOA, Scripting, System Architecture, Architecture, SQL, IP, LoadRunner, Solaris, XML, Ethernet, Servers, Performance Testing, CRM, Distributed Systems, Web Services, Agile Methodologies, Quality Center, Unix Shell Scripting, Debugging, Requirements Analysis, System Testing, Tomcat, JUnit, SOAP
Education
New Jersey Institute of Technology 1999 — 2001
M.S, Computer Science
Regional Engineering College, Calicut (REC) 1992 — 1996
B.Tech, Architectural Engineering
High School
Terrell Toney's Vanguard Experience June 2015 - Present
Job RPS
Industry Information Technology and Services
Experience
Vanguard June 2015 - Present
1and1 Internet July 2014 - May 2015
Bracket September 2012 - February 2014
Randstad October 2011 - May 2012
Macy's March 2011 - August 2011
Electronic Data Systems March 2008 - April 2010
Blockbuster Inc January 2005 - September 2007
The Home Depot May 2004 - November 2004
Wilson's Leather September 2002 - October 2003
Giant Martin's Food Store December 1999 - August 2001
Skills
Data Entry, Customer Service, Human Resources, Retail, Sales, Customer Satisfaction, Phone Etiquette, Phone Skills, Loss Prevention, Merchandising, Cashiering, POS, Microsoft Money, 10 Key, Inventory Management, Retail Sales, Time Management, File Management, Inventory, Fax, Customer Experience, Life Insurance, Health Insurance, Medicare, Fixed Annuities, Telephone Skills, Microsoft Excel, Team Building
Education
Norfolk State University 2001 — 2011
Bachelor of Science, Business Administration/Management Information Systems
Vanguard June 2015 - Present
1and1 Internet July 2014 - May 2015
Bracket September 2012 - February 2014
Randstad October 2011 - May 2012
Macy's March 2011 - August 2011
Electronic Data Systems March 2008 - April 2010
Blockbuster Inc January 2005 - September 2007
The Home Depot May 2004 - November 2004
Wilson's Leather September 2002 - October 2003
Giant Martin's Food Store December 1999 - August 2001
Skills
Data Entry, Customer Service, Human Resources, Retail, Sales, Customer Satisfaction, Phone Etiquette, Phone Skills, Loss Prevention, Merchandising, Cashiering, POS, Microsoft Money, 10 Key, Inventory Management, Retail Sales, Time Management, File Management, Inventory, Fax, Customer Experience, Life Insurance, Health Insurance, Medicare, Fixed Annuities, Telephone Skills, Microsoft Excel, Team Building
Education
Norfolk State University 2001 — 2011
Bachelor of Science, Business Administration/Management Information Systems
Ezra Leak Ezra Leak's Vanguard Experience October 2013 - August 2014
Job Financial Advisor
Industry Financial Services
Experience
Investment Firm 2014 - Present
Vanguard October 2013 - August 2014
Vanguard April 2013 - October 2013
Wells Fargo Home Mortgage January 2005 - January 2011
CENTEX MORTGAGE January 2004 - January 2005
Skills
Customer Service, Leadership
Education
North Carolina State University
North Carolina State University
Investment Firm 2014 - Present
Vanguard October 2013 - August 2014
Vanguard April 2013 - October 2013
Wells Fargo Home Mortgage January 2005 - January 2011
CENTEX MORTGAGE January 2004 - January 2005
Skills
Customer Service, Leadership
Education
North Carolina State University
North Carolina State University
Ricky Morton Ricky Morton's Vanguard Experience October 2007 - April 2009
Job LongTerm Disability Analyst
Industry Government Relations
Experience
Reliance Standard April 2015 - Present
Government of the District of Columbia April 2009 - December 2011
Marriott International June 2009 - October 2009
Vanguard October 2007 - April 2009
Vanguard October 2007 - April 2009
Enterprise Rent-A-Car August 2005 - August 2007
Wal-Mart October 2003 - April 2005
Skills
Leadership, Access, Training, Customer Service, Microsoft Office, Nonprofits, Analysis, Project Management, Sales
Education
Rosemont College 2013 — 2016
Master of Business Administration (M.B.A.), Finance, General
West Chester University of Pennsylvania 2003 — 2005
Bachelor of Science, Business Management/Minor in Accounting, 3.02
Norfolk State University 2000 — 2003
N/A, Business Management, 3.1
Central High School 1996 — 2000
Bachelor of Science (B.S.)
Central High School
Reliance Standard April 2015 - Present
Government of the District of Columbia April 2009 - December 2011
Marriott International June 2009 - October 2009
Vanguard October 2007 - April 2009
Vanguard October 2007 - April 2009
Enterprise Rent-A-Car August 2005 - August 2007
Wal-Mart October 2003 - April 2005
Skills
Leadership, Access, Training, Customer Service, Microsoft Office, Nonprofits, Analysis, Project Management, Sales
Education
Rosemont College 2013 — 2016
Master of Business Administration (M.B.A.), Finance, General
West Chester University of Pennsylvania 2003 — 2005
Bachelor of Science, Business Management/Minor in Accounting, 3.02
Norfolk State University 2000 — 2003
N/A, Business Management, 3.1
Central High School 1996 — 2000
Bachelor of Science (B.S.)
Central High School
Patrick Dutch's Vanguard Experience September 2012 - Present
Job Software Developer
Industry Computer Software
Experience
Vanguard September 2012 - Present
IBM January 2011 - July 2011
UNC IT Services August 2010 - May 2011
Skills
Java, Unix, Eclipse, Windows, JSF, jQuery, JavaScript, Software Design, Maven, Subversion
Education
University of North Carolina at Chapel Hill 2008 — 2012
BS, Computer Science, Mathematics, Chinese Language, 3.88
National University of Singapore 2011 — 2011
Vanguard September 2012 - Present
IBM January 2011 - July 2011
UNC IT Services August 2010 - May 2011
Skills
Java, Unix, Eclipse, Windows, JSF, jQuery, JavaScript, Software Design, Maven, Subversion
Education
University of North Carolina at Chapel Hill 2008 — 2012
BS, Computer Science, Mathematics, Chinese Language, 3.88
National University of Singapore 2011 — 2011
Ivey Moore's Vanguard Experience May 2012 - April 2015
Job Investment Professional at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors April 2015 - Present
Vanguard May 2012 - April 2015
Pink Soles, Inc. 2011 - January 2014
Vanguard November 2010 - May 2012
Charlotte STYLE Magazine 2010 - September 2011
Inmar 2009 - 2009
Skills
Fundraising, Social Media, Event Management, Nonprofits, Customer Service, Marketing, Social Media Marketing, Recruiting, Competitive Analysis, Event Planning, Public Speaking, Sales, Sales Management, Budgets, Workshop Facilitation, Project Management, Investment Strategies, Writing, Non-profit Leadership, Program Development, Millennial Engagement, Mentoring, Wealth Management, Diversity & Inclusion, Style Consulting, Corporate Social..., Process Improvement
Education
North Carolina Agricultural and Technical State University
Marketing
North Carolina Agricultural and Technical State University
Fashion Merchandising & Design
Wells Fargo Advisors April 2015 - Present
Vanguard May 2012 - April 2015
Pink Soles, Inc. 2011 - January 2014
Vanguard November 2010 - May 2012
Charlotte STYLE Magazine 2010 - September 2011
Inmar 2009 - 2009
Skills
Fundraising, Social Media, Event Management, Nonprofits, Customer Service, Marketing, Social Media Marketing, Recruiting, Competitive Analysis, Event Planning, Public Speaking, Sales, Sales Management, Budgets, Workshop Facilitation, Project Management, Investment Strategies, Writing, Non-profit Leadership, Program Development, Millennial Engagement, Mentoring, Wealth Management, Diversity & Inclusion, Style Consulting, Corporate Social..., Process Improvement
Education
North Carolina Agricultural and Technical State University
Marketing
North Carolina Agricultural and Technical State University
Fashion Merchandising & Design
Stephen Crespin's Vanguard Experience 2010 - 2011
Job Business Rental Sales Executive Enterprise Holdings
Industry Automotive
Experience
Enterprise Holdings July 2015 - Present
Enterprise Rent-A-Car May 2013 - July 2015
Enterprise Rent-A-Car December 2012 - April 2013
Enterprise Rent-A-Car July 2012 - November 2012
Enterprise Rent-A-Car January 2012 - June 2012
Enterprise Rent-A-Car May 2011 - December 2011
Jacobs Technology February 2009 - May 2011
Vanguard 2010 - 2011
New Mexico State University - CAREER SERVICES August 2007 - February 2009
Vista Sciences Corporation June 2008 - August 2008
Skills
Supply Chain Management, Sales, Customer Service, Analysis, Leadership, Management, Marketing, Team Building, Sales Management, Customer Satisfaction, Account Management, Training, Microsoft Excel, PowerPoint, Interviews, Strategic Planning, Project Management, Public Speaking, Time Management, Microsoft Office, Accounting
Education
New Mexico State University 2009 — 2010
Master of Business Administration (M.B.A.)
New Mexico State University 2004 — 2009
Management,, Business Administration
Universidad Pablo de Olavide, Sevilla Spain 2007 — 2007
International Business, Business
New Mexico State University
for Master of Business Administration, Information Systems
Enterprise Holdings July 2015 - Present
Enterprise Rent-A-Car May 2013 - July 2015
Enterprise Rent-A-Car December 2012 - April 2013
Enterprise Rent-A-Car July 2012 - November 2012
Enterprise Rent-A-Car January 2012 - June 2012
Enterprise Rent-A-Car May 2011 - December 2011
Jacobs Technology February 2009 - May 2011
Vanguard 2010 - 2011
New Mexico State University - CAREER SERVICES August 2007 - February 2009
Vista Sciences Corporation June 2008 - August 2008
Skills
Supply Chain Management, Sales, Customer Service, Analysis, Leadership, Management, Marketing, Team Building, Sales Management, Customer Satisfaction, Account Management, Training, Microsoft Excel, PowerPoint, Interviews, Strategic Planning, Project Management, Public Speaking, Time Management, Microsoft Office, Accounting
Education
New Mexico State University 2009 — 2010
Master of Business Administration (M.B.A.)
New Mexico State University 2004 — 2009
Management,, Business Administration
Universidad Pablo de Olavide, Sevilla Spain 2007 — 2007
International Business, Business
New Mexico State University
for Master of Business Administration, Information Systems
Molly Woods's Vanguard Experience January 2007 - June 2008
Job Senior Underwriter at Nationwide Insurance
Industry Insurance
Experience
Nationwide Insurance August 2008 - Present
Vanguard January 2007 - June 2008
Skills
Insurance, Underwriting, Property, Risk Management
Education
North Carolina State University
Bachelor of Science (B.S.), Business Management
Nationwide Insurance August 2008 - Present
Vanguard January 2007 - June 2008
Skills
Insurance, Underwriting, Property, Risk Management
Education
North Carolina State University
Bachelor of Science (B.S.), Business Management
Janeé A. Nelson's Vanguard Experience November 2013 - Present
Job Brokerage Investment Professional
Industry Investment Management
Experience
Vanguard November 2013 - Present
Vanguard June 2013 - November 2013
LexisNexis/First Advantage April 2006 - June 2013
LexisNexis July 2007 - November 2007
CPI Security April 2004 - March 2005
Skills
Detail-oriented, Highly Analytical, Data Analysis, Research, Government, Program Management, Business Analysis, Financial Analysis, Financial Accounting, Business Strategy
Education
Pfeiffer University 2011 — 2014
Master of Business Administration, Business Administration and Management, General
Strayer University 2008 — 2009
Master of Public Administration (M.P.A.), Public Administration
North Carolina State University 2000 — 2003
Bachelor of Arts, Political Science- Law and Justice Philosophy
Olympic High School 1998 — 2000
Diploma
Page High School 1997 — 1998
Vanguard November 2013 - Present
Vanguard June 2013 - November 2013
LexisNexis/First Advantage April 2006 - June 2013
LexisNexis July 2007 - November 2007
CPI Security April 2004 - March 2005
Skills
Detail-oriented, Highly Analytical, Data Analysis, Research, Government, Program Management, Business Analysis, Financial Analysis, Financial Accounting, Business Strategy
Education
Pfeiffer University 2011 — 2014
Master of Business Administration, Business Administration and Management, General
Strayer University 2008 — 2009
Master of Public Administration (M.P.A.), Public Administration
North Carolina State University 2000 — 2003
Bachelor of Arts, Political Science- Law and Justice Philosophy
Olympic High School 1998 — 2000
Diploma
Page High School 1997 — 1998
Malcolm J Yates's Vanguard Experience May 2013 - December 2013
Job Project Manager at RR Donnelley
Industry Telecommunications
Experience
RR Donnelley July 2015 - Present
Harrahs Philadelphia Casino and Racetrack April 2015 - Present
Comcast August 2014 - June 2015
Vanguard May 2013 - December 2013
Broadview Networks June 2007 - March 2012
Comcast August 2004 - June 2007
ATX Communications August 2001 - August 2004
Skills
Provisioning, Word, Linux, PowerPoint, Remedy, Excel, Customer Relations, Telecommunications, Marketing Communications, Security, Customer Service, Customer Retention, T1, POTS, Microsoft Excel, Troubleshooting, IP, Marketing, Call Centers, VoIP, Telephony, LAN-WAN, Team Leadership, Networking, Switches, Ethernet, Managed Services, Wireless, MPLS, VPN, Account Management, Vendor Management, Broadband, Customer Satisfaction, Cabling, Network Engineering, Data Center, Microsoft Word, BMC Remedy, Routers, Project Management, Microsoft Office, CRM, Public Speaking, Strategic Planning, Management, Leadership
Education
Neumann University 2015 — 2016
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General
Springhouse Consulting and Education 2013 — 2014
PMI Accreditation -Project Management Essentials, Project Management
University of Phoenix 2009 — 2011
B.A., Business Management/ Marketing
Norfolk State University 1999 — 2001
A.A., Communications
Scotland School 1991 — 1999
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
RR Donnelley July 2015 - Present
Harrahs Philadelphia Casino and Racetrack April 2015 - Present
Comcast August 2014 - June 2015
Vanguard May 2013 - December 2013
Broadview Networks June 2007 - March 2012
Comcast August 2004 - June 2007
ATX Communications August 2001 - August 2004
Skills
Provisioning, Word, Linux, PowerPoint, Remedy, Excel, Customer Relations, Telecommunications, Marketing Communications, Security, Customer Service, Customer Retention, T1, POTS, Microsoft Excel, Troubleshooting, IP, Marketing, Call Centers, VoIP, Telephony, LAN-WAN, Team Leadership, Networking, Switches, Ethernet, Managed Services, Wireless, MPLS, VPN, Account Management, Vendor Management, Broadband, Customer Satisfaction, Cabling, Network Engineering, Data Center, Microsoft Word, BMC Remedy, Routers, Project Management, Microsoft Office, CRM, Public Speaking, Strategic Planning, Management, Leadership
Education
Neumann University 2015 — 2016
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General
Springhouse Consulting and Education 2013 — 2014
PMI Accreditation -Project Management Essentials, Project Management
University of Phoenix 2009 — 2011
B.A., Business Management/ Marketing
Norfolk State University 1999 — 2001
A.A., Communications
Scotland School 1991 — 1999
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
cedric rush cedric rush's Vanguard Experience September 1998 - September 2012
Job retirement consultant at tiaacref
Industry Financial Services
Experience
tiaa-cref March 2013 - Present
Vanguard September 1998 - September 2012
Nabisco November 1994 - December 1995
Skills
Series 63, Retirement, Investments, Financial Services, Series 6, 401k, Retirement Planning, Mutual Funds, Finance, Securities, Leadership, Relationship Management, Insurance, Fixed Annuities, Recruiting, Management
Education
North Carolina Central University 1983 — 1988
Bachelor of Arts, Media Journalism
tiaa-cref March 2013 - Present
Vanguard September 1998 - September 2012
Nabisco November 1994 - December 1995
Skills
Series 63, Retirement, Investments, Financial Services, Series 6, 401k, Retirement Planning, Mutual Funds, Finance, Securities, Leadership, Relationship Management, Insurance, Fixed Annuities, Recruiting, Management
Education
North Carolina Central University 1983 — 1988
Bachelor of Arts, Media Journalism
Cortez Asbury Cortez Asbury's Vanguard Experience September 2006 - December 2012
Job Consultant TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2014 - Present
Alliance December 2012 - June 2014
Vanguard September 2006 - December 2012
Sitel September 2000 - September 2004
AT&T September 1986 - March 1999
Skills
Contract Negotiation, Microsoft Office, Negotiation, Customer Service, Management, Microsoft Excel, Contract Management, Strategic Planning, Microsoft Word
Education
North Carolina Agricultural and Technical State University
Business Administration and Management, General
North Carolina Agricultural and Technical State University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
TIAA-CREF September 2014 - Present
Alliance December 2012 - June 2014
Vanguard September 2006 - December 2012
Sitel September 2000 - September 2004
AT&T September 1986 - March 1999
Skills
Contract Negotiation, Microsoft Office, Negotiation, Customer Service, Management, Microsoft Excel, Contract Management, Strategic Planning, Microsoft Word
Education
North Carolina Agricultural and Technical State University
Business Administration and Management, General
North Carolina Agricultural and Technical State University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Michael Telford's Vanguard Experience June 2015 - Present
Job Client Relationship Associate at Vanguard
Industry Financial Services
Experience
Vanguard June 2015 - Present
Ameriprise Financial Services, Inc. October 2013 - April 2015
Wells Fargo IMAX April 2013 - January 2014
AT&T October 2012 - December 2012
YMCA May 2009 - December 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Public Speaking, Time Management, Leadership, Social Media, Teamwork
Education
North Carolina State University 2011 — 2015
Bachelor of Science (BS), Economics, 3.2
Mooresville Senior High School 2007 — 2011
Vanguard June 2015 - Present
Ameriprise Financial Services, Inc. October 2013 - April 2015
Wells Fargo IMAX April 2013 - January 2014
AT&T October 2012 - December 2012
YMCA May 2009 - December 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Public Speaking, Time Management, Leadership, Social Media, Teamwork
Education
North Carolina State University 2011 — 2015
Bachelor of Science (BS), Economics, 3.2
Mooresville Senior High School 2007 — 2011
Chad Thornton's Vanguard Experience July 2015 - Present
Job Vanguard Accelerated Development Program at Vanguard
Industry Financial Services
Experience
Vanguard July 2015 - Present
Vanguard June 2013 - April 2015
Skills
Mutual Funds, Series 7, Investments, Retirement Planning, Asset Allocation, Equities, Retirement, Portfolio Management, Fixed Income, Securities, Investment Strategies, Investment Advisory, ETFs, Financial Analysis
Education
North Carolina State University
BA: Economics, Business/Managerial Economics
North Carolina State University
BS: Business Management Con~Finance, Business and Personal/Financial Services Marketing Operations
Vanguard July 2015 - Present
Vanguard June 2013 - April 2015
Skills
Mutual Funds, Series 7, Investments, Retirement Planning, Asset Allocation, Equities, Retirement, Portfolio Management, Fixed Income, Securities, Investment Strategies, Investment Advisory, ETFs, Financial Analysis
Education
North Carolina State University
BA: Economics, Business/Managerial Economics
North Carolina State University
BS: Business Management Con~Finance, Business and Personal/Financial Services Marketing Operations
S. Blaine Baggao's Vanguard Experience July 2011 - April 2013
Job Wholesaler at NorthStar Securities, Proud New Father, Outdoorsman
Industry Financial Services
Experience
Walton Group of Companies July 2013 - September 2014
Vanguard July 2011 - April 2013
The Round Up at NMSU July 2009 - June 2011
NMSU Student Managed Investment Fund January 2011 - May 2011
St. Julien Hotel & Spa July 2008 - July 2009
Colorado University May 2007 - July 2008
Skills
Investments, Microsoft Excel, Customer Service, Microsoft Office, Portfolio Management, Budgets, Business Strategy, Research, Microsoft Word, PowerPoint, Leadership, Team Leadership, Team Building, Public Speaking, Event Planning, Teamwork, Project Management, Private Equity, Coaching, Business Analysis, Analysis, Management, Financial Modeling, Mutual Funds
Education
New Mexico State University
Bachelor of Business Administration, Finance and Banking
Walton Group of Companies July 2013 - September 2014
Vanguard July 2011 - April 2013
The Round Up at NMSU July 2009 - June 2011
NMSU Student Managed Investment Fund January 2011 - May 2011
St. Julien Hotel & Spa July 2008 - July 2009
Colorado University May 2007 - July 2008
Skills
Investments, Microsoft Excel, Customer Service, Microsoft Office, Portfolio Management, Budgets, Business Strategy, Research, Microsoft Word, PowerPoint, Leadership, Team Leadership, Team Building, Public Speaking, Event Planning, Teamwork, Project Management, Private Equity, Coaching, Business Analysis, Analysis, Management, Financial Modeling, Mutual Funds
Education
New Mexico State University
Bachelor of Business Administration, Finance and Banking
Alex Downing's Vanguard Experience May 2014 - August 2014
Job Senior Business Development Manager at Fleetmatics (FLTX)
Industry Transportation/Trucking/Railroad
Experience
Fleetmatics August 2014 - Present
Vanguard May 2014 - August 2014
Skills
Contract Negotiation, Sales, Social Media Marketing, New Business Development, Team Building, Account Management, Sales Management, Business Planning, Customer Service, Time Management, Solution Selling, Marketing, Construction Management, Contract Management, Contractors, Management, Negotiation, Sales Process, Strategic Planning
Education
North Carolina State University 2010 — 2014
Bachelor's Degree, Public and Interpersonal Communication
Leesville Road High School 2006 — 2010
Fleetmatics August 2014 - Present
Vanguard May 2014 - August 2014
Skills
Contract Negotiation, Sales, Social Media Marketing, New Business Development, Team Building, Account Management, Sales Management, Business Planning, Customer Service, Time Management, Solution Selling, Marketing, Construction Management, Contract Management, Contractors, Management, Negotiation, Sales Process, Strategic Planning
Education
North Carolina State University 2010 — 2014
Bachelor's Degree, Public and Interpersonal Communication
Leesville Road High School 2006 — 2010
Christy Warfield's Vanguard Experience November 2004 - March 2015
Job Sr. Brokerage Consultant at TIAACref
Industry Financial Services
Experience
TIAA-CREF March 2015 - Present
Vanguard November 2004 - March 2015
Skills
Investment Brokerage, Mutual Funds, Series 7, Series 63, Wealth Management, Investments, Finance, Financial Services
Education
University of North Carolina at Charlotte 1996 — 1998
Bachelor of Arts (B.A.), Criminal Justice
North Carolina State University 1995 — 1996
Bachelor of Arts (B.A.), Political Science and Government
TIAA-CREF March 2015 - Present
Vanguard November 2004 - March 2015
Skills
Investment Brokerage, Mutual Funds, Series 7, Series 63, Wealth Management, Investments, Finance, Financial Services
Education
University of North Carolina at Charlotte 1996 — 1998
Bachelor of Arts (B.A.), Criminal Justice
North Carolina State University 1995 — 1996
Bachelor of Arts (B.A.), Political Science and Government
Brian Tesarz Brian Tesarz's Vanguard Experience June 2014 - Present
Job Client Relationship Specialist at Vanguard
Industry Financial Services
Experience
Vanguard June 2014 - Present
Shoe Show November 2007 - May 2014
Skills
Series 7, Series 63, Client Relationship..., Customer Satisfaction, Sales, Management, New Hire Training, Customer Service, Financial Analysis, Asset Allocation, ThomsonOne, Detail Oriented, Problem Solving
Education
North Carolina State University 2012 — 2014
Bachelor of Business Administration (BBA), Finance and Supply Chain Management, 3.19
Wake Technical Community College 2009 — 2011
Associate of Arts (A.A.), Transfer Degree, 3.2
Wake Technical Community College
Core Accounting Certificate, 3.2
Vanguard June 2014 - Present
Shoe Show November 2007 - May 2014
Skills
Series 7, Series 63, Client Relationship..., Customer Satisfaction, Sales, Management, New Hire Training, Customer Service, Financial Analysis, Asset Allocation, ThomsonOne, Detail Oriented, Problem Solving
Education
North Carolina State University 2012 — 2014
Bachelor of Business Administration (BBA), Finance and Supply Chain Management, 3.19
Wake Technical Community College 2009 — 2011
Associate of Arts (A.A.), Transfer Degree, 3.2
Wake Technical Community College
Core Accounting Certificate, 3.2
Chetan Banga's Vanguard Experience July 2010 - June 2011
Job Sr Quality Assurance Analyst
Industry Information Technology and Services
Experience
EBS BrokerTec October 2014 - Present
Intercontinental Exchange NYSE June 2011 - October 2014
Vanguard July 2010 - June 2011
Skills
Unix, Agile Methodologies, Scrum, Story Writing, Market Data, SDLC, QA practices and..., Test Management, Resource Management, Test Planning, Quality Center, Test Manual and Support..., Test Reporting, User Acceptance Testing, Regression and..., Environment...
Education
NYIT 2008 — 2010
Masters, Electrical and Computing Sciences
Visvesvaraya Technological University 2003 — 2007
B.E, Electronics and Communication
Salwan Public School 1989 — 2003
EBS BrokerTec October 2014 - Present
Intercontinental Exchange NYSE June 2011 - October 2014
Vanguard July 2010 - June 2011
Skills
Unix, Agile Methodologies, Scrum, Story Writing, Market Data, SDLC, QA practices and..., Test Management, Resource Management, Test Planning, Quality Center, Test Manual and Support..., Test Reporting, User Acceptance Testing, Regression and..., Environment...
Education
NYIT 2008 — 2010
Masters, Electrical and Computing Sciences
Visvesvaraya Technological University 2003 — 2007
B.E, Electronics and Communication
Salwan Public School 1989 — 2003
Diana Nzau Diana Nzau's Vanguard Experience June 2015 - Present
Job Brokerage Associate
Industry Financial Services
Experience
Vanguard June 2015 - Present
Vanguard November 2013 - June 2015
Vanguard January 2013 - November 2013
Pioneer Bank September 2012 - December 2012
New Mexico State University - Corbett Center Student Union January 2012 - June 2012
AIESEC Türkiye June 2011 - August 2011
El Caldito Soup Kitchen June 2010 - January 2011
New Mexico State University January 2008 - November 2010
Zuhl Library August 2006 - May 2007
Skills
Microsoft Office, Team Leadership, Spanish, Public Speaking, English, Customer Service, Microsoft Word, PowerPoint, Research, Social Networking, Teamwork, Training, Fundraising, Event Management, Coaching, Finance, Leadership, Volunteer Management
Education
2011: Universidad De Malaga, Ronda Campus College of Business 2011 — 2011
Spanish, Spanish Language and Literature
New Mexico State University 2006 — 2011
Bachelor's degree, International Business, Economics, and Finance
Vanguard June 2015 - Present
Vanguard November 2013 - June 2015
Vanguard January 2013 - November 2013
Pioneer Bank September 2012 - December 2012
New Mexico State University - Corbett Center Student Union January 2012 - June 2012
AIESEC Türkiye June 2011 - August 2011
El Caldito Soup Kitchen June 2010 - January 2011
New Mexico State University January 2008 - November 2010
Zuhl Library August 2006 - May 2007
Skills
Microsoft Office, Team Leadership, Spanish, Public Speaking, English, Customer Service, Microsoft Word, PowerPoint, Research, Social Networking, Teamwork, Training, Fundraising, Event Management, Coaching, Finance, Leadership, Volunteer Management
Education
2011: Universidad De Malaga, Ronda Campus College of Business 2011 — 2011
Spanish, Spanish Language and Literature
New Mexico State University 2006 — 2011
Bachelor's degree, International Business, Economics, and Finance
Katie Carr Katie Carr's Vanguard Experience September 2015 - Present
Job Project Administrator at Vanguard
Industry Investment Management
Experience
Vanguard September 2015 - Present
Education
Neumann University 2013 — 2014
Master of Science (M.S.), Organizational and Stratregic Leadership, 4.0 GPA
West Chester University of Pennsylvania 2010 — 2011
Graduate Business Certificate, Business
Ohio University 2000 — 2004
B.A., Political Science - American Politics focus
Vanguard September 2015 - Present
Education
Neumann University 2013 — 2014
Master of Science (M.S.), Organizational and Stratregic Leadership, 4.0 GPA
West Chester University of Pennsylvania 2010 — 2011
Graduate Business Certificate, Business
Ohio University 2000 — 2004
B.A., Political Science - American Politics focus
Deepak Budaguppe Deepak Budaguppe's Vanguard Experience August 2008 - September 2009
Job Scrum Master at JP Morgan Chase, Newark, DE
Industry Computer Software
Experience
Barclays September 2015 - Present
JP Morgan Chase March 2015 - September 2015
Capital One August 2012 - March 2015
ING Direct; division of Capital One February 2011 - July 2012
Chase October 2009 - December 2010
Vanguard August 2008 - September 2009
Verizon Small Business September 2006 - July 2008
AIG July 2005 - August 2006
Hexagon Engineering, Ltd January 2003 - June 2004
Skills
Transportation, Transportation Planning, Traffic Engineering, Traffic Management, Quality Center, SDLC, Test Planning, Quality Assurance, Agile & Waterfall..., Agile Testing, QTP, Test Automation, Test Cases, Manual Testing, Regression Testing, User Acceptance Testing, Software Quality..., Test Management, Defect Tracking, System Testing, HP Quality Center, HP QTP, Agile Methodologies, Business Analysis, Requirements Gathering
Education
New Jersey Institute of Technology 2010 — 2014
Master of Business Administration (M.B.A.), Information Technology
New Jersey Institute of Technology 2004 — 2005
Master's Degree, Intelligent Transportation Engineering
National Institute of Engineering (NIE), Mysore, Karnataka State, INDIA 1997 — 2001
Bachelor's Degree, Computer Science
Barclays September 2015 - Present
JP Morgan Chase March 2015 - September 2015
Capital One August 2012 - March 2015
ING Direct; division of Capital One February 2011 - July 2012
Chase October 2009 - December 2010
Vanguard August 2008 - September 2009
Verizon Small Business September 2006 - July 2008
AIG July 2005 - August 2006
Hexagon Engineering, Ltd January 2003 - June 2004
Skills
Transportation, Transportation Planning, Traffic Engineering, Traffic Management, Quality Center, SDLC, Test Planning, Quality Assurance, Agile & Waterfall..., Agile Testing, QTP, Test Automation, Test Cases, Manual Testing, Regression Testing, User Acceptance Testing, Software Quality..., Test Management, Defect Tracking, System Testing, HP Quality Center, HP QTP, Agile Methodologies, Business Analysis, Requirements Gathering
Education
New Jersey Institute of Technology 2010 — 2014
Master of Business Administration (M.B.A.), Information Technology
New Jersey Institute of Technology 2004 — 2005
Master's Degree, Intelligent Transportation Engineering
National Institute of Engineering (NIE), Mysore, Karnataka State, INDIA 1997 — 2001
Bachelor's Degree, Computer Science
Lee Gilmore Lee Gilmore's Vanguard Experience January 2006 - February 2007
Job Planner/Scheduler
Industry Construction
Experience
Portland General Electric April 2014 - Present
Harder Mechanical Contractors, Inc. January 2008 - April 2014
Standard Insurance Company March 2007 - November 2007
Vanguard January 2006 - February 2007
Skills
QuickBase, Tableau, Primavera P6, Process Scheduler, Cost Control, Pivot Tables, Business Intelligence, Contract Management, Data Management, Database Administration, Business Process..., Analysis, Database Design, Maximo, PeopleSoft, Mutual Funds, Forecasting, Trend Analysis, Project Management, Microsoft Excel, Zoho Creator, Scheduling, Mid Level Information..., Primavera, Progress Engineering, Access, Customer Service, 401k, Retirement Planning, Series 6, Series 63, Contract Negotiation, Process Improvement, Strategic Planning
Education
New Mexico State University 2000 — 2005
Bachelors, Finance
Portland General Electric April 2014 - Present
Harder Mechanical Contractors, Inc. January 2008 - April 2014
Standard Insurance Company March 2007 - November 2007
Vanguard January 2006 - February 2007
Skills
QuickBase, Tableau, Primavera P6, Process Scheduler, Cost Control, Pivot Tables, Business Intelligence, Contract Management, Data Management, Database Administration, Business Process..., Analysis, Database Design, Maximo, PeopleSoft, Mutual Funds, Forecasting, Trend Analysis, Project Management, Microsoft Excel, Zoho Creator, Scheduling, Mid Level Information..., Primavera, Progress Engineering, Access, Customer Service, 401k, Retirement Planning, Series 6, Series 63, Contract Negotiation, Process Improvement, Strategic Planning
Education
New Mexico State University 2000 — 2005
Bachelors, Finance
Jordan Pierce Jordan Pierce's Vanguard Experience January 2007 - February 2011
Job Project Field Sales at Musco Lighting
Industry Electrical/Electronic Manufacturing
Experience
Musco Lighting November 2013 - Present
Musco Lighting October 2012 - November 2013
Children's Urology of the Carolinas September 2011 - September 2012
Evo Direct February 2011 - August 2011
Vanguard January 2007 - February 2011
Skills
Investments, Relationship Management, Strategic Financial..., Series 6, Series 7, Series 63, Leadership, 401k, Finance, Microsoft Excel, Retirement Planning, Financial Services, Financial Analysis, Portfolio Management, Retirement, Wealth Management, Mutual Funds, Asset Allocation, CRM, Asset Management
Education
North Carolina State University 2002 — 2006
B.A., Spanish Language and Literature
North Carolina State University - College of Management 2002 — 2006
B.S., Business Management, Finance Concentration
University of Minnesota-Twin Cities 2005 — 2005
Musco Lighting November 2013 - Present
Musco Lighting October 2012 - November 2013
Children's Urology of the Carolinas September 2011 - September 2012
Evo Direct February 2011 - August 2011
Vanguard January 2007 - February 2011
Skills
Investments, Relationship Management, Strategic Financial..., Series 6, Series 7, Series 63, Leadership, 401k, Finance, Microsoft Excel, Retirement Planning, Financial Services, Financial Analysis, Portfolio Management, Retirement, Wealth Management, Mutual Funds, Asset Allocation, CRM, Asset Management
Education
North Carolina State University 2002 — 2006
B.A., Spanish Language and Literature
North Carolina State University - College of Management 2002 — 2006
B.S., Business Management, Finance Concentration
University of Minnesota-Twin Cities 2005 — 2005
Marcus Kelley Marcus Kelley's Vanguard Experience July 2015 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Vanguard July 2015 - Present
Bank of America August 2014 - July 2015
Enterprise Rent-A-Car February 2014 - August 2014
Enterprise Rent-A-Car August 2012 - December 2013
Enterprise Rent-A-Car May 2012 - July 2012
Skills
Marketing, Sales, Customer Satisfaction, Marketing Strategy, Customer Service, B2B, Microsoft Excel, Microsoft Office, PowerPoint, Management, Social Networking, Social Media, Leadership, Sales Management, Account Management, Banking, Time Management, Microsoft Word, Finance, Financial Services, Investments, Financial Analysis
Education
North Carolina Agricultural and Technical State University 2009 — 2013
Bachelor of Science, Marketing
Vanguard July 2015 - Present
Bank of America August 2014 - July 2015
Enterprise Rent-A-Car February 2014 - August 2014
Enterprise Rent-A-Car August 2012 - December 2013
Enterprise Rent-A-Car May 2012 - July 2012
Skills
Marketing, Sales, Customer Satisfaction, Marketing Strategy, Customer Service, B2B, Microsoft Excel, Microsoft Office, PowerPoint, Management, Social Networking, Social Media, Leadership, Sales Management, Account Management, Banking, Time Management, Microsoft Word, Finance, Financial Services, Investments, Financial Analysis
Education
North Carolina Agricultural and Technical State University 2009 — 2013
Bachelor of Science, Marketing
Josh Bowes Josh Bowes's Vanguard Experience June 2006 - December 2007
Job Sr. Web Presentation Architect at Ally Financial Inc.
Industry Information Technology and Services
Experience
Ally Financial Inc. June 2012 - Present
Sononaco February 2008 - May 2012
JobFeather 2010 - 2011
Vanguard June 2006 - December 2007
IBM January 2005 - August 2005
Skills
PHP, HTML + CSS, JavaScript, jQuery, Apache, CSS, AJAX, Agile Methodologies, XML, HTML, MySQL, Wordpress
Education
North Carolina State University 2001 — 2006
B.S CSC, Computer Science
Ally Financial Inc. June 2012 - Present
Sononaco February 2008 - May 2012
JobFeather 2010 - 2011
Vanguard June 2006 - December 2007
IBM January 2005 - August 2005
Skills
PHP, HTML + CSS, JavaScript, jQuery, Apache, CSS, AJAX, Agile Methodologies, XML, HTML, MySQL, Wordpress
Education
North Carolina State University 2001 — 2006
B.S CSC, Computer Science
Dinesh Malkani, CSM, PMP Dinesh Malkani, CSM, PMP's Vanguard Experience May 2013 - Present
Job Line Manager at Vanguard
Industry Financial Services
Experience
Vanguard May 2013 - Present
Vanguard January 2009 - April 2013
Vanguard January 2007 - December 2008
Vanguard July 2001 - December 2006
Skills
Agile Methodologies, XML, Software Development, JavaScript, jQuery, AJAX, JSP, CSS, Scrum, HTML, Unix, Java, Web Analytics, Management, JSON, REST, Team Building, Release Management, JSF, PMP, Project Management, IT Management, Flash, Mobile Applications, YUI, People Management, Certified Project..., Certified Scrum Master..., User Interface Design, User-centered Design, Agile Project Management, HTML5, Business Intelligence, Flex, ActionScript, Agile, Lean Sigma, Facelets, Servlets, Short Films, Technical Leadership, CSS3, HTML 5, Front-end Engineering, Adobe Analytics
Education
Scrum Alliance 2011 — 2011
Certified Scrum Master (CSM)
New York Film Academy 2007 — 2008
Diploma, Film Making
New Jersey Institute of Technology 1999 — 2001
Masters, Management Information Systems
MMK
Vanguard May 2013 - Present
Vanguard January 2009 - April 2013
Vanguard January 2007 - December 2008
Vanguard July 2001 - December 2006
Skills
Agile Methodologies, XML, Software Development, JavaScript, jQuery, AJAX, JSP, CSS, Scrum, HTML, Unix, Java, Web Analytics, Management, JSON, REST, Team Building, Release Management, JSF, PMP, Project Management, IT Management, Flash, Mobile Applications, YUI, People Management, Certified Project..., Certified Scrum Master..., User Interface Design, User-centered Design, Agile Project Management, HTML5, Business Intelligence, Flex, ActionScript, Agile, Lean Sigma, Facelets, Servlets, Short Films, Technical Leadership, CSS3, HTML 5, Front-end Engineering, Adobe Analytics
Education
Scrum Alliance 2011 — 2011
Certified Scrum Master (CSM)
New York Film Academy 2007 — 2008
Diploma, Film Making
New Jersey Institute of Technology 1999 — 2001
Masters, Management Information Systems
MMK
Jeff Gluck Jeff Gluck's Vanguard Experience April 2010 - June 2011
Job State Farm Team Member at Matt Woodford's Agency
Industry Financial Services
Experience
State Farm December 2013 - Present
TIAA-CREF November 2012 - November 2013
Northwestern Mutual June 2011 - April 2012
Vanguard April 2010 - June 2011
Northwestern Mutual Financial Network February 2009 - March 2010
Carolina Mudcats March 2007 - March 2010
Carolina Condrey Group of Northwestern Mutual February 2008 - February 2009
State Employees Credit Union August 2004 - February 2008
Skills
Investments, Insurance, Retirement, Retirement Planning, Financial Planning, Employee Benefits, Securities, Estate Planning, Asset Management, Wealth Management, Long Term Care, Asset Allocation, Financial Markets, Disability Insurance, Risk Management, Annuities, Portfolio Management, Mutual Funds, Equities, 401k, Series 63, Customer Service, Customer Relations, Strategic Financial..., Fixed Annuities, Asset Managment, Investment Advisory, Investment Strategies, ETFs, Series 7, Series 6, Long-term Care, Financial Services, Financial Advisory, Finance, Uniform Combined State..., Life Insurance, IRAs, Small Business, Management, Investment Management, High Net Worth..., Fixed Income, Relationship Management, Loans, Long Term Care Insurance
Education
North Carolina State University 2002 — 2007
B.S., Sport Management
State Farm December 2013 - Present
TIAA-CREF November 2012 - November 2013
Northwestern Mutual June 2011 - April 2012
Vanguard April 2010 - June 2011
Northwestern Mutual Financial Network February 2009 - March 2010
Carolina Mudcats March 2007 - March 2010
Carolina Condrey Group of Northwestern Mutual February 2008 - February 2009
State Employees Credit Union August 2004 - February 2008
Skills
Investments, Insurance, Retirement, Retirement Planning, Financial Planning, Employee Benefits, Securities, Estate Planning, Asset Management, Wealth Management, Long Term Care, Asset Allocation, Financial Markets, Disability Insurance, Risk Management, Annuities, Portfolio Management, Mutual Funds, Equities, 401k, Series 63, Customer Service, Customer Relations, Strategic Financial..., Fixed Annuities, Asset Managment, Investment Advisory, Investment Strategies, ETFs, Series 7, Series 6, Long-term Care, Financial Services, Financial Advisory, Finance, Uniform Combined State..., Life Insurance, IRAs, Small Business, Management, Investment Management, High Net Worth..., Fixed Income, Relationship Management, Loans, Long Term Care Insurance
Education
North Carolina State University 2002 — 2007
B.S., Sport Management
Jeff Fischer, MBA Jeff Fischer, MBA's Vanguard Experience January 2006 - July 2007
Job Capacity/Staff Planning Senior Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2013 - Present
Fidelity Investments January 2010 - April 2013
Fidelity Investments November 2010 - November 2011
Fidelity Investments July 2007 - December 2009
Vanguard January 2006 - July 2007
InterLatina June 2005 - September 2005
Skills
Customer Relations, Spanish, Customer Service, Consulting, Project Management, Retirement Planning, Portfolio Management, Sales, Management, Analysis, Process Improvement, CRM, Strategic Planning, Strategy, Time Management, Team Leadership, Analytics, Forecasting, Microsoft Office, Microsoft Excel, Program Management
Education
North Carolina State University 2009 — 2012
MBA, Supply Chain Management
University of North Carolina at Wilmington 2000 — 2004
BS, International Busniness
University of North Carolina at Wilmington 2000 — 2004
BA, Spanish
Fidelity Investments May 2013 - Present
Fidelity Investments January 2010 - April 2013
Fidelity Investments November 2010 - November 2011
Fidelity Investments July 2007 - December 2009
Vanguard January 2006 - July 2007
InterLatina June 2005 - September 2005
Skills
Customer Relations, Spanish, Customer Service, Consulting, Project Management, Retirement Planning, Portfolio Management, Sales, Management, Analysis, Process Improvement, CRM, Strategic Planning, Strategy, Time Management, Team Leadership, Analytics, Forecasting, Microsoft Office, Microsoft Excel, Program Management
Education
North Carolina State University 2009 — 2012
MBA, Supply Chain Management
University of North Carolina at Wilmington 2000 — 2004
BS, International Busniness
University of North Carolina at Wilmington 2000 — 2004
BA, Spanish
Eric Bostic Eric Bostic's Vanguard Experience August 2013 - May 2015
Job Analyst at LPL Financial
Industry Financial Services
Experience
LPL Financial June 2015 - Present
Vanguard August 2013 - May 2015
Vanguard September 2012 - August 2013
Vanguard August 2011 - September 2012
Skills
Mutual Funds, Investments, Series 7, Series 63, Wealth Management, Retirement Planning, Retirement, Microsoft Excel, Fixed Income, Asset Allocation, Financial Services, Strategic Financial...
Education
North Carolina State University 2006 — 2011
B.S., Business Administration - Finance, Minor - Accounting
LPL Financial June 2015 - Present
Vanguard August 2013 - May 2015
Vanguard September 2012 - August 2013
Vanguard August 2011 - September 2012
Skills
Mutual Funds, Investments, Series 7, Series 63, Wealth Management, Retirement Planning, Retirement, Microsoft Excel, Fixed Income, Asset Allocation, Financial Services, Strategic Financial...
Education
North Carolina State University 2006 — 2011
B.S., Business Administration - Finance, Minor - Accounting
Lee Mann Lee Mann's Vanguard Experience February 2014 - Present
Job Investment Professional at Vanguard
Industry
Experience
Vanguard February 2014 - Present
York Properties June 2011 - August 2013
Town of Garner January 2013 - May 2013
North Carolina State University August 2012 - December 2012
Clarks June 2011 - August 2011
North Carolina Governor's Office January 2011 - May 2011
Skills
Series 7, Series 63
Education
North Carolina State University 2011 — 2013
Master of Public Administration
North Carolina State University 2007 — 2011
Bachelor of Science, Business Administration - Finance
Vanguard February 2014 - Present
York Properties June 2011 - August 2013
Town of Garner January 2013 - May 2013
North Carolina State University August 2012 - December 2012
Clarks June 2011 - August 2011
North Carolina Governor's Office January 2011 - May 2011
Skills
Series 7, Series 63
Education
North Carolina State University 2011 — 2013
Master of Public Administration
North Carolina State University 2007 — 2011
Bachelor of Science, Business Administration - Finance
Adam Heying's Vanguard Experience December 2006 - October 2008
Job Treasurer at First National Bancorp
Industry Banking
Experience
First National Bancorp July 2015 - Present
First National Bancorp October 2012 - July 2015
Lockheed Martin April 2011 - October 2012
Verge Fund October 2008 - February 2011
Vanguard December 2006 - October 2008
Skills
Investment Banking, Financial Modeling, Investment Strategies, Corporate FP&A, Entrepreneurship, Business Planning, Market Research, Investment Valuation, Program Management, Strategy, Portfolio Management, Due Diligence, Strategic Financial..., Financial Planning
Education
The University of New Mexico - Robert O. Anderson School of Management 2008 — 2010
Master of Business Administration (M.B.A.), Portfolio Management, Management of Technology
New Mexico State University 2002 — 2006
Bachelor's Degree, Finance
First National Bancorp July 2015 - Present
First National Bancorp October 2012 - July 2015
Lockheed Martin April 2011 - October 2012
Verge Fund October 2008 - February 2011
Vanguard December 2006 - October 2008
Skills
Investment Banking, Financial Modeling, Investment Strategies, Corporate FP&A, Entrepreneurship, Business Planning, Market Research, Investment Valuation, Program Management, Strategy, Portfolio Management, Due Diligence, Strategic Financial..., Financial Planning
Education
The University of New Mexico - Robert O. Anderson School of Management 2008 — 2010
Master of Business Administration (M.B.A.), Portfolio Management, Management of Technology
New Mexico State University 2002 — 2006
Bachelor's Degree, Finance
Brittany Meloy's Vanguard Experience September 2014 - Present
Job Client Relationship Specialist at Vanguard
Industry Financial Services
Experience
Vanguard September 2014 - Present
Education
New York University 2009 — 2013
Bachelor of Arts (B.A.)
New York University Shanghai 2011 — 2011
New York University Paris 2009 — 2010
West Chester East High School 2005 — 2009
Vanguard September 2014 - Present
Education
New York University 2009 — 2013
Bachelor of Arts (B.A.)
New York University Shanghai 2011 — 2011
New York University Paris 2009 — 2010
West Chester East High School 2005 — 2009
Jim Jurista's Vanguard Experience 1995 - 1997
Job
Industry Information Technology and Services
Experience
Metis Consulting Group April 1997 - Present
Signature Travel Network January 2002 - Present
Johnson & Johnson 1995 - 2001
The MONY Group February 1999 - May 2000
Logical Design Solutions February 1995 - February 1999
The Vanguard Group 1995 - 1997
Vanguard 1995 - 1997
AT&T January 1991 - February 1995
Skills
Software Development, Web Services, Integration, Consulting, Financial Services, ColdFusion, XML, AJAX, JavaScript, HTML, Business Analysis, CSS, Microsoft SQL Server, Requirements Analysis, jQuery, Web Applications, Databases, Web Development, Software Project..., Management, Agile Methodologies
Education
New Jersey Institute of Technology 1993 — 1994
MS
University at Albany, SUNY 1986 — 1990
BA
Vestal 1982 — 1986
Regents Diploma
Metis Consulting Group April 1997 - Present
Signature Travel Network January 2002 - Present
Johnson & Johnson 1995 - 2001
The MONY Group February 1999 - May 2000
Logical Design Solutions February 1995 - February 1999
The Vanguard Group 1995 - 1997
Vanguard 1995 - 1997
AT&T January 1991 - February 1995
Skills
Software Development, Web Services, Integration, Consulting, Financial Services, ColdFusion, XML, AJAX, JavaScript, HTML, Business Analysis, CSS, Microsoft SQL Server, Requirements Analysis, jQuery, Web Applications, Databases, Web Development, Software Project..., Management, Agile Methodologies
Education
New Jersey Institute of Technology 1993 — 1994
MS
University at Albany, SUNY 1986 — 1990
BA
Vestal 1982 — 1986
Regents Diploma
Clay Corry's Vanguard Experience March 2012 - Present
Job Senior High Net Worth Client Administrator at The Vanguard Group
Industry Investment Banking
Experience
The Vanguard Group July 2015 - Present
Vanguard March 2012 - Present
Wells Fargo November 2008 - April 2012
Wachovia Bank February 2007 - November 2008
Ecclectic Intelligence April 2006 - November 2007
Wachovia Bank May 2006 - February 2007
First Horizon Bank December 2005 - May 2006
Wachovia Bank January 1998 - December 2005
Skills
Trainer, Consumer Lending, Mortgage Lending, Leadership, Quick Learner, Investments, Banking, Sales, Fast Learner, Risk Management, Credit, Finance, Analysis, Budgets, Retail Banking, Underwriting, Financial Analysis, Financial Services, Loans, Negotiation
Education
North Carolina Central University 1993 — 1996
B.A, History; Latin American History
The Vanguard Group July 2015 - Present
Vanguard March 2012 - Present
Wells Fargo November 2008 - April 2012
Wachovia Bank February 2007 - November 2008
Ecclectic Intelligence April 2006 - November 2007
Wachovia Bank May 2006 - February 2007
First Horizon Bank December 2005 - May 2006
Wachovia Bank January 1998 - December 2005
Skills
Trainer, Consumer Lending, Mortgage Lending, Leadership, Quick Learner, Investments, Banking, Sales, Fast Learner, Risk Management, Credit, Finance, Analysis, Budgets, Retail Banking, Underwriting, Financial Analysis, Financial Services, Loans, Negotiation
Education
North Carolina Central University 1993 — 1996
B.A, History; Latin American History
Tracy Blithe, CMP's Vanguard Experience 1999 - 2002
Job Manager, CME Programs and Meeting Operations at Heart Rhythm Society
Industry Events Services
Experience
Heart Rhythm Society February 2015 - Present
New Jersey Association for Justice January 2013 - February 2015
HMP Communications, LLC April 2008 - January 2013
NAHA Marketing, Inc May 2005 - April 2008
AstraZeneca, Inc July 2002 - May 2005
Vanguard 1999 - 2002
ARAMARK 1997 - 1999
Philadelphia Business Journal 1995 - 1997
Zimmermann International, Inc 1993 - 1995
Skills
Meeting Management, Public Speaking, Leadership, Event Planning, Trade Shows, Budgets, Meeting Planning, Contract Negotiation, Account Management, Project Management, Event Management, Advertising, Management, Fundraising, Social Media Marketing, Social Media, Program Management, Email Marketing, Public Relations, Online Advertising, Copywriting, Marketing Strategy
Education
Temple University 2005 — 2005
Certificate Program, Professional Meeting Planning
New York University 1992 — 1992
Certificate Program, Book and Magazine Publishing
Shippensburg University 1988 — 1992
Bachelor of Arts, Communications/Journalism
Heart Rhythm Society February 2015 - Present
New Jersey Association for Justice January 2013 - February 2015
HMP Communications, LLC April 2008 - January 2013
NAHA Marketing, Inc May 2005 - April 2008
AstraZeneca, Inc July 2002 - May 2005
Vanguard 1999 - 2002
ARAMARK 1997 - 1999
Philadelphia Business Journal 1995 - 1997
Zimmermann International, Inc 1993 - 1995
Skills
Meeting Management, Public Speaking, Leadership, Event Planning, Trade Shows, Budgets, Meeting Planning, Contract Negotiation, Account Management, Project Management, Event Management, Advertising, Management, Fundraising, Social Media Marketing, Social Media, Program Management, Email Marketing, Public Relations, Online Advertising, Copywriting, Marketing Strategy
Education
Temple University 2005 — 2005
Certificate Program, Professional Meeting Planning
New York University 1992 — 1992
Certificate Program, Book and Magazine Publishing
Shippensburg University 1988 — 1992
Bachelor of Arts, Communications/Journalism
John Osoro's Vanguard Experience January 2013 - July 2014
Job Advisor Direct FA Officer at PNC Investments
Industry Investment Banking
Experience
PNC April 2015 - Present
PNC July 2014 - March 2015
Vanguard January 2013 - July 2014
Fidelity Investments July 2008 - December 2012
Wells Fargo May 2006 - June 2008
Barnes & Noble August 2005 - May 2006
McDonald's Corporation May 2003 - June 2005
Education
Queens University of Charlotte 2014 — 2016
Master of Business Administration (MBA), Organizational Leadership
North Carolina Central University 2005 — 2012
Bachelor of Business Administration, Management
PNC April 2015 - Present
PNC July 2014 - March 2015
Vanguard January 2013 - July 2014
Fidelity Investments July 2008 - December 2012
Wells Fargo May 2006 - June 2008
Barnes & Noble August 2005 - May 2006
McDonald's Corporation May 2003 - June 2005
Education
Queens University of Charlotte 2014 — 2016
Master of Business Administration (MBA), Organizational Leadership
North Carolina Central University 2005 — 2012
Bachelor of Business Administration, Management
Jermaine Pitt's Vanguard Experience 2001 - 2007
Job Emerging Market Client Service Manager E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial September 2013 - Present
E*TRADE Financial October 2012 - September 2013
E*TRADE Financial October 2010 - October 2012
Etrade June 2009 - October 2010
Rollover Securities, LLC January 2008 - June 2009
Vanguard 2001 - 2007
GE Polymerland April 2000 - February 2001
Nike April 1996 - May 1999
Skills
Series 63, Series 6, Retirement Planning, Mutual Funds, Securities, Series 7
Education
North Carolina State University 1990 — 1995
E*TRADE Financial September 2013 - Present
E*TRADE Financial October 2012 - September 2013
E*TRADE Financial October 2010 - October 2012
Etrade June 2009 - October 2010
Rollover Securities, LLC January 2008 - June 2009
Vanguard 2001 - 2007
GE Polymerland April 2000 - February 2001
Nike April 1996 - May 1999
Skills
Series 63, Series 6, Retirement Planning, Mutual Funds, Securities, Series 7
Education
North Carolina State University 1990 — 1995
Eric Hokanson's Vanguard Experience March 2014 - Present
Job HR Communications Manager at Vanguard
Industry E-Learning
Experience
Vanguard March 2014 - Present
Vanguard January 2012 - February 2014
Vanguard October 2002 - December 2011
Proscape Technologies 1997 - 2001
Skills
E-Learning, JavaScript, XML, Captivate, HTML, ActionScript
Education
Neumann University 1992 — 1996
BA, Communication
Saint James 1988 — 1992
Vanguard March 2014 - Present
Vanguard January 2012 - February 2014
Vanguard October 2002 - December 2011
Proscape Technologies 1997 - 2001
Skills
E-Learning, JavaScript, XML, Captivate, HTML, ActionScript
Education
Neumann University 1992 — 1996
BA, Communication
Saint James 1988 — 1992
CJ Dennis's Vanguard Experience December 2013 - Present
Job Vanguard Institutional Advisory Services at Vanguard
Industry Financial Services
Experience
Vanguard December 2013 - Present
The Vanguard Group July 2006 - December 2013
Skills
Consultative Selling, Investment Strategies, New Business Development, Portfolio Management, Business Development, Financial Modeling, Investments, Financial Analysis, Strategic Financial..., Series 63, Finance, Series 7, Strategic Planning, Analysis, Microsoft Excel, Analytics, Data Analysis, Economics, Corporate Finance, Sales, Forecasting, Microsoft Office, Business Strategy, Investment Advisory, Series 65
Education
New Mexico State University 2001 — 2005
Finance, Finance, Minor in Economics
Vanguard December 2013 - Present
The Vanguard Group July 2006 - December 2013
Skills
Consultative Selling, Investment Strategies, New Business Development, Portfolio Management, Business Development, Financial Modeling, Investments, Financial Analysis, Strategic Financial..., Series 63, Finance, Series 7, Strategic Planning, Analysis, Microsoft Excel, Analytics, Data Analysis, Economics, Corporate Finance, Sales, Forecasting, Microsoft Office, Business Strategy, Investment Advisory, Series 65
Education
New Mexico State University 2001 — 2005
Finance, Finance, Minor in Economics
Maggie Lewis's Vanguard Experience October 2013 - Present
Job Product Owner at Vanguard
Industry Financial Services
Experience
Vanguard October 2013 - Present
Vanguard February 2008 - October 2013
Vanguard July 2005 - February 2008
Skills
Project Management, Portfolio Management, Process Improvement, Series 6, Project Delivery, Marketing Research, Analysis, Finance, Business Process..., CRM, Business Analysis, Mutual Funds, Financial Services, Risk Management, Leadership, Management, SDLC, Banking
Education
Neumann College 2001 — 2005
Bachelor of Science (B.S.), Marketing and Business Administration
Vanguard October 2013 - Present
Vanguard February 2008 - October 2013
Vanguard July 2005 - February 2008
Skills
Project Management, Portfolio Management, Process Improvement, Series 6, Project Delivery, Marketing Research, Analysis, Finance, Business Process..., CRM, Business Analysis, Mutual Funds, Financial Services, Risk Management, Leadership, Management, SDLC, Banking
Education
Neumann College 2001 — 2005
Bachelor of Science (B.S.), Marketing and Business Administration
Chaun Brown's Vanguard Experience November 2007 - January 2008
Job Licensed Insurance Agent for NC,SC
Industry Insurance
Experience
Vanguard November 2007 - January 2008
Yellowpages.com October 2005 - September 2007
Bealer Wholesale (Budweiser) March 2005 - October 2005
Skills
CRM, Sales
Education
North Carolina Agricultural and Technical State University
Vanguard November 2007 - January 2008
Yellowpages.com October 2005 - September 2007
Bealer Wholesale (Budweiser) March 2005 - October 2005
Skills
CRM, Sales
Education
North Carolina Agricultural and Technical State University
Brett Coley's Vanguard Experience June 2012 - October 2013
Job Consultant at CapTech
Industry Computer Software
Experience
CapTech March 2014 - Present
Wells Fargo Home Mortgage October 2013 - March 2014
Vanguard June 2012 - October 2013
CGI Federal July 2007 - May 2012
IBM 1988 - 2007
Skills
SOA, Architecture, XML, Agile Methodologies, Enterprise Architecture, Solution Architecture, Java Enterprise Edition, Software Development, Java, Websphere, DB2, Unix, SQL, Integration, Web Services, Software Project..., Requirements Analysis, SDLC, Perl, Github, Spring, Maven, Architectures
Education
North Carolina State University 1994 — 1999
Masters, Computer Science
Virginia Polytechnic Institute and State University 1977 — 1982
BS, Computer Science
CapTech March 2014 - Present
Wells Fargo Home Mortgage October 2013 - March 2014
Vanguard June 2012 - October 2013
CGI Federal July 2007 - May 2012
IBM 1988 - 2007
Skills
SOA, Architecture, XML, Agile Methodologies, Enterprise Architecture, Solution Architecture, Java Enterprise Edition, Software Development, Java, Websphere, DB2, Unix, SQL, Integration, Web Services, Software Project..., Requirements Analysis, SDLC, Perl, Github, Spring, Maven, Architectures
Education
North Carolina State University 1994 — 1999
Masters, Computer Science
Virginia Polytechnic Institute and State University 1977 — 1982
BS, Computer Science
Joe Lavan's Vanguard Experience May 2000 - November 2007
Job Sales Tax Specialist at Saint Gobain Corporation
Industry Construction
Experience
Saint Gobain Corporation June 2014 - Present
Modular Space Corporation November 2007 - Present
Modular Space Corporation November 2007 - Present
ModSpace November 2007 - June 2014
Vanguard May 2000 - November 2007
Vanguard May 2000 - November 2007
SmithKline Beecham Clinical, King of Prussia September 1997 - May 2000
SmithKline Beecham Clinical, King of Prussia September 1997 - May 2000
Mellon Bank October 1995 - September 1997
Mellon Bank October 1995 - September 1997
Skills
Tax, Financial Reporting, Accounting, Microsoft Excel, Outlook, Customer Service, Account Reconciliation, Microsoft Word, Journal Entries, Accounts Payable, Auditing, Time Management, General Ledger, Management, Budgets
Education
Neumann College 1988 — 1992
Bachelor of Science, Business Administration
Neumann University 1988 — 1992
Bachelor of Science, Business Administration
Saint Gobain Corporation June 2014 - Present
Modular Space Corporation November 2007 - Present
Modular Space Corporation November 2007 - Present
ModSpace November 2007 - June 2014
Vanguard May 2000 - November 2007
Vanguard May 2000 - November 2007
SmithKline Beecham Clinical, King of Prussia September 1997 - May 2000
SmithKline Beecham Clinical, King of Prussia September 1997 - May 2000
Mellon Bank October 1995 - September 1997
Mellon Bank October 1995 - September 1997
Skills
Tax, Financial Reporting, Accounting, Microsoft Excel, Outlook, Customer Service, Account Reconciliation, Microsoft Word, Journal Entries, Accounts Payable, Auditing, Time Management, General Ledger, Management, Budgets
Education
Neumann College 1988 — 1992
Bachelor of Science, Business Administration
Neumann University 1988 — 1992
Bachelor of Science, Business Administration
Michael Privette's Vanguard Experience May 2004 - December 2004
Job Vice President at Capital Bank
Industry Banking
Experience
Capital Bank (Capital Bank Financial Corp.) September 2013 - Present
Ingersoll Rand March 2011 - September 2013
Ingersoll Rand August 2008 - March 2011
BB&T January 2005 - August 2008
Vanguard May 2004 - December 2004
Skills
Financial Analysis, Excel, Lean Initiatives, Capital Markets, Corporate Finance, Credit Risk, Convertible Bonds, Bonds, Guarantees, International Business, Bloomberg Terminal, Capital Allocation, Share Repurchase, 10b5-1 Plans, Interest Rate Risk..., Rating Agency Relations, Banking Relationships, Trade Credit Insurance, Securitization, Treasury, High Yield Bonds, PowerPoint, Covenant Compliance, Derivatives, Commercial Banking, Treasury Management, Portfolio Management, Credit, Asset Based Lending, Hedging, Commercial Lending
Education
University of South Carolina - The Moore School of Business 2009 — 2011
MBA, International Business
North Carolina State University 2000 — 2004
BS, Business Management - Finance
Capital Bank (Capital Bank Financial Corp.) September 2013 - Present
Ingersoll Rand March 2011 - September 2013
Ingersoll Rand August 2008 - March 2011
BB&T January 2005 - August 2008
Vanguard May 2004 - December 2004
Skills
Financial Analysis, Excel, Lean Initiatives, Capital Markets, Corporate Finance, Credit Risk, Convertible Bonds, Bonds, Guarantees, International Business, Bloomberg Terminal, Capital Allocation, Share Repurchase, 10b5-1 Plans, Interest Rate Risk..., Rating Agency Relations, Banking Relationships, Trade Credit Insurance, Securitization, Treasury, High Yield Bonds, PowerPoint, Covenant Compliance, Derivatives, Commercial Banking, Treasury Management, Portfolio Management, Credit, Asset Based Lending, Hedging, Commercial Lending
Education
University of South Carolina - The Moore School of Business 2009 — 2011
MBA, International Business
North Carolina State University 2000 — 2004
BS, Business Management - Finance
Boris Streshinsky's Vanguard Experience 2002 - 2003
Job ALM Analyst at M&T Bank
Industry Banking
Jason Jerista, CAIA's Vanguard Experience May 2003 - May 2004
Job Investor Relations at LLR Partners
Industry Investment Management
Experience
LLR Partners January 2015 - Present
Verdis Investment Management July 2011 - December 2014
Lincoln Financial Group July 2009 - July 2011
Lincoln Financial Group August 2006 - July 2009
Bloomfield Capital Holdings July 2004 - August 2006
Vanguard May 2003 - May 2004
Skills
Investor Relations, Fundraising, Business Development, Alternative Investments, Private Equity, Integrated Marketing, Natural Resources, Commercial Real Estate, Investment Management, Presentations, Marketing Communications, Growth Capital, Middle Market, Venture Capital
Education
New York University 2010 — 2010
Certificate, Financial Planning
University of Pennsylvania - The Wharton School 2009 — 2010
Certificate, Marketing
Temple University - Fox School of Business and Management 2002 — 2006
Bachelor of Business Administration (BBA), International Business Administration and Legal Studies
Conestoga Valley High School 1998 — 2002
High School, Accounting
LLR Partners January 2015 - Present
Verdis Investment Management July 2011 - December 2014
Lincoln Financial Group July 2009 - July 2011
Lincoln Financial Group August 2006 - July 2009
Bloomfield Capital Holdings July 2004 - August 2006
Vanguard May 2003 - May 2004
Skills
Investor Relations, Fundraising, Business Development, Alternative Investments, Private Equity, Integrated Marketing, Natural Resources, Commercial Real Estate, Investment Management, Presentations, Marketing Communications, Growth Capital, Middle Market, Venture Capital
Education
New York University 2010 — 2010
Certificate, Financial Planning
University of Pennsylvania - The Wharton School 2009 — 2010
Certificate, Marketing
Temple University - Fox School of Business and Management 2002 — 2006
Bachelor of Business Administration (BBA), International Business Administration and Legal Studies
Conestoga Valley High School 1998 — 2002
High School, Accounting
Mehul Goradia's Vanguard Experience July 2001 - Present
Job Developer at Vanguard
Industry Financial Services
Experience
Vanguard July 2001 - Present
NJ Board of Public Utilities May 1999 - June 2001
Xerox Services 2000 - 2000
Skills
Agile Methodologies, JSP, Java, XML, AJAX, JavaScript, SQL, Software Development, Databases, HTML, Unix, Oracle, SDLC
Education
Villanova University 2002 — 2006
M.S, Computer Science
New Jersey Institute of Technology 1996 — 2001
B.S, Computer Science
Vanguard July 2001 - Present
NJ Board of Public Utilities May 1999 - June 2001
Xerox Services 2000 - 2000
Skills
Agile Methodologies, JSP, Java, XML, AJAX, JavaScript, SQL, Software Development, Databases, HTML, Unix, Oracle, SDLC
Education
Villanova University 2002 — 2006
M.S, Computer Science
New Jersey Institute of Technology 1996 — 2001
B.S, Computer Science
yichiun lu's Vanguard Experience January 2012 - Present
Job Sr. Consultant at Vanguard
Industry Computer Software
Experience
Vanguard January 2012 - Present
AT&T May 2009 - Present
Aon Consulting August 2005 - January 2007
Freddie Mac May 2004 - June 2005
Lehman Brothers January 1999 - December 2003
Skills
Tomcat, Spring, Web Services, Java Enterprise Edition, XML
Education
New Jersey Institute of Technology 1989 — 1991
MS, Computer Information Science
Vanguard January 2012 - Present
AT&T May 2009 - Present
Aon Consulting August 2005 - January 2007
Freddie Mac May 2004 - June 2005
Lehman Brothers January 1999 - December 2003
Skills
Tomcat, Spring, Web Services, Java Enterprise Edition, XML
Education
New Jersey Institute of Technology 1989 — 1991
MS, Computer Information Science
Ramesh Gunda's Vanguard Experience July 1999 - December 2002
Job Business Owner at IQ Business Centre
Industry Computer Software
Experience
IQ Business Centre January 2015 - Present
ESolutions Integrated Inc. May 2005 - Present
FSV Payment Systems December 2008 - February 2011
United States Department of Agriculture February 2006 - July 2008
Multiple Client Locations March 2003 - January 2006
Vanguard July 1999 - December 2002
Air Products November 1995 - May 1999
AT&T July 1994 - May 1995
Skills
Program Management, Strategic Planning, Data Warehousing, ETL, Business Analysis, SDLC, Agile Methodologies, Software Project..., Product Development, Unix, Technical Architecture, Vendor Management, XML, Software Development, Disaster Recovery, Data Modeling, Enterprise Architecture, Integration, Business Intelligence
Education
New York Institute of Technology 1993 — 1995
Masters in Computer Science, Computer Engineering
Osmania University 1987 — 1991
Bachelor of Engineering (B.E.), Computer Science
IQ Business Centre January 2015 - Present
ESolutions Integrated Inc. May 2005 - Present
FSV Payment Systems December 2008 - February 2011
United States Department of Agriculture February 2006 - July 2008
Multiple Client Locations March 2003 - January 2006
Vanguard July 1999 - December 2002
Air Products November 1995 - May 1999
AT&T July 1994 - May 1995
Skills
Program Management, Strategic Planning, Data Warehousing, ETL, Business Analysis, SDLC, Agile Methodologies, Software Project..., Product Development, Unix, Technical Architecture, Vendor Management, XML, Software Development, Disaster Recovery, Data Modeling, Enterprise Architecture, Integration, Business Intelligence
Education
New York Institute of Technology 1993 — 1995
Masters in Computer Science, Computer Engineering
Osmania University 1987 — 1991
Bachelor of Engineering (B.E.), Computer Science
Tjarda Ward, MBA's Vanguard Experience August 2014 - September 2015
Job Senior Client Services Manager at Schwab
Industry Financial Services
Experience
Charles Schwab September 2015 - Present
Vanguard August 2014 - September 2015
Vanguard August 2012 - August 2014
Vanguard June 2011 - August 2012
Vanguard October 2010 - May 2011
East Valley Consulting, Inc. July 2010 - September 2010
Austrian Consultants January 2007 - August 2007
Skills
Microsoft Excel, Bloomberg Terminal, Accounting, Relius, PowerPoint, Word, Lotus Notes, Thomson One, NICE, Siebel, Documentum, 401k, Qualified Retirement..., NQP's, Form 5500, Customer Service, Microsoft Word, Finance, Mutual Funds, Investments, Retirement, Financial Analysis, Retirement Planning, Series 63, Microsoft Office, Asset Allocation
Education
Northern Arizona University, College of Business Administration 2009 — 2010
Master of Business Administration (M.B.A.), Management
Northern Arizona University, College of Business Administration 2007 — 2008
Bachelor, International Hospitality Management
NHTV Internationale Hogeschool Breda 2004 — 2008
Bachelor, International Tourism Management and Consultancy
Charles Schwab September 2015 - Present
Vanguard August 2014 - September 2015
Vanguard August 2012 - August 2014
Vanguard June 2011 - August 2012
Vanguard October 2010 - May 2011
East Valley Consulting, Inc. July 2010 - September 2010
Austrian Consultants January 2007 - August 2007
Skills
Microsoft Excel, Bloomberg Terminal, Accounting, Relius, PowerPoint, Word, Lotus Notes, Thomson One, NICE, Siebel, Documentum, 401k, Qualified Retirement..., NQP's, Form 5500, Customer Service, Microsoft Word, Finance, Mutual Funds, Investments, Retirement, Financial Analysis, Retirement Planning, Series 63, Microsoft Office, Asset Allocation
Education
Northern Arizona University, College of Business Administration 2009 — 2010
Master of Business Administration (M.B.A.), Management
Northern Arizona University, College of Business Administration 2007 — 2008
Bachelor, International Hospitality Management
NHTV Internationale Hogeschool Breda 2004 — 2008
Bachelor, International Tourism Management and Consultancy
John O'Connor CFP®'s Vanguard Experience March 2014 - Present
Job Senior Financial Advisor at Vanguard
Industry Financial Services
Experience
Vanguard March 2014 - Present
USAA February 2010 - February 2014
Ameriprise Financial Services, Inc. September 2003 - January 2010
American Express Financial Advisors June 2000 - August 2003
Skills
Financial Advisory, Finance, Investment Management, Certified Financial..., Small Business, Personal Finance, New Business Development, Marketing Strategy, Tax, Series 7, Mutual Funds, Investment Advisory, Asset Allocation, Series 63, Financial Goals
Education
Nebraska Wesleyan University 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Vanguard March 2014 - Present
USAA February 2010 - February 2014
Ameriprise Financial Services, Inc. September 2003 - January 2010
American Express Financial Advisors June 2000 - August 2003
Skills
Financial Advisory, Finance, Investment Management, Certified Financial..., Small Business, Personal Finance, New Business Development, Marketing Strategy, Tax, Series 7, Mutual Funds, Investment Advisory, Asset Allocation, Series 63, Financial Goals
Education
Nebraska Wesleyan University 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Fisher Brett's Vanguard Experience June 2008 - February 2011
Job Credit Union Examiner at NCUA
Industry
Experience
NCUA February 2011 - Present
Vanguard June 2008 - February 2011
Vanguard June 2008 - February 2011
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, Outlook, English, Windows, Research, Teaching, Public Speaking, Level III CFA Candidate
Education
University of North Carolina at Charlotte 2007 — 2009
Master of Business Administration (MBA), Investment Management
North Carolina State University 2004 — 2007
Bachelor of Science (BS), Horticultural Science
NCUA February 2011 - Present
Vanguard June 2008 - February 2011
Vanguard June 2008 - February 2011
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, Outlook, English, Windows, Research, Teaching, Public Speaking, Level III CFA Candidate
Education
University of North Carolina at Charlotte 2007 — 2009
Master of Business Administration (MBA), Investment Management
North Carolina State University 2004 — 2007
Bachelor of Science (BS), Horticultural Science
Paul Alva's Vanguard Experience June 2010 - Present
Job Brokerage Associate
Industry Financial Services
Experience
Vanguard June 2010 - Present
Skills
Mutual Funds, Investments, Financial Services, Customer Service, Retirement Planning, Series 7, Brokerage, Series 63
Education
New Mexico State University 2001 — 2010
Master of Business Administration (MBA), Finance, General
Vanguard June 2010 - Present
Skills
Mutual Funds, Investments, Financial Services, Customer Service, Retirement Planning, Series 7, Brokerage, Series 63
Education
New Mexico State University 2001 — 2010
Master of Business Administration (MBA), Finance, General
Alex Kao's Vanguard Experience June 2010 - July 2010
Job Software Developer at The Vanguard Group
Industry Computer Software
Experience
The Vanguard Group January 2011 - Present
Vanguard June 2010 - July 2010
Sony Ericsson 2007 - 2008
Skills
Test Automation, Testing, Agile Methodologies, JUnit, Maven, Hudson, Scrum, Eclipse, Continuous Integration, Java, Defect Elimination, Jenkins, Job Scheduling, PL/SQL, SOAP, Oracle, Subversion
Education
North Carolina State University 2005 — 2010
Bachelor of Science (BS), Computer Science
North Carolina State University 2005 — 2010
Bachelor of Science (BS), Electrical Engineering
The Vanguard Group January 2011 - Present
Vanguard June 2010 - July 2010
Sony Ericsson 2007 - 2008
Skills
Test Automation, Testing, Agile Methodologies, JUnit, Maven, Hudson, Scrum, Eclipse, Continuous Integration, Java, Defect Elimination, Jenkins, Job Scheduling, PL/SQL, SOAP, Oracle, Subversion
Education
North Carolina State University 2005 — 2010
Bachelor of Science (BS), Computer Science
North Carolina State University 2005 — 2010
Bachelor of Science (BS), Electrical Engineering
Suzanne Cionci's Vanguard Experience May 1993 - July 2007
Job Sr. Marketing Manager at UnitedHealthcare
Industry Marketing and Advertising
Experience
UnitedHealthcare February 2011 - Present
Merck/Aquent Studios December 2010 - March 2011
Brilliant Graphics November 2009 - July 2010
Vanguard May 1993 - July 2007
SAP May 1998 - April 1999
Delaware Group January 1992 - January 1993
Softmart, Inc January 1988 - January 1992
Skills
Marketing Communications, Marketing Strategy, Cross-functional Team..., Direct Mail, Online Marketing, Management, Direct Marketing, Project Management, Problem Solving, Brochures, Strategic Planning, Creative Direction, Client Relations Skills, Collaboration, Integrated Marketing, Strategy, Marketing, Digital Marketing, eCommerce
Education
North Carolina State University 1984 — 1988
Bachelor of Arts, Communications
North Carolina State University 1984 — 1988
BA Communications, Communications
UnitedHealthcare February 2011 - Present
Merck/Aquent Studios December 2010 - March 2011
Brilliant Graphics November 2009 - July 2010
Vanguard May 1993 - July 2007
SAP May 1998 - April 1999
Delaware Group January 1992 - January 1993
Softmart, Inc January 1988 - January 1992
Skills
Marketing Communications, Marketing Strategy, Cross-functional Team..., Direct Mail, Online Marketing, Management, Direct Marketing, Project Management, Problem Solving, Brochures, Strategic Planning, Creative Direction, Client Relations Skills, Collaboration, Integrated Marketing, Strategy, Marketing, Digital Marketing, eCommerce
Education
North Carolina State University 1984 — 1988
Bachelor of Arts, Communications
North Carolina State University 1984 — 1988
BA Communications, Communications
Rika Prajapati's Vanguard Experience January 2014 - Present
Job System Tester
Industry Information Technology and Services
Experience
Vanguard January 2014 - Present
Lexisnexis-Reed Elesvier November 2013 - January 2014
Philadelphia Insurance Companies June 2013 - September 2013
LexisNexis-Reed Elsevier December 2006 - June 2013
Panasonic AVC American Labs September 2005 - October 2006
Skills
Agile Methodologies, Quality Center, SDLC, Test Automation, Software Quality..., SQL, Test Cases, Regression Testing, Databases, Microsoft SQL Server, Requirements Gathering, SharePoint, Manual Testing, Performance Testing, TFS, Functional Testing, System Testing, Testing, XML, User Acceptance Testing, Quality Assurance, Software Documentation, Requirements Analysis, Test Planning, Defect Tracking, QTP, HP Quality Center
Education
New Jersey Institute of Technology
BS, Computer Science
Vanguard January 2014 - Present
Lexisnexis-Reed Elesvier November 2013 - January 2014
Philadelphia Insurance Companies June 2013 - September 2013
LexisNexis-Reed Elsevier December 2006 - June 2013
Panasonic AVC American Labs September 2005 - October 2006
Skills
Agile Methodologies, Quality Center, SDLC, Test Automation, Software Quality..., SQL, Test Cases, Regression Testing, Databases, Microsoft SQL Server, Requirements Gathering, SharePoint, Manual Testing, Performance Testing, TFS, Functional Testing, System Testing, Testing, XML, User Acceptance Testing, Quality Assurance, Software Documentation, Requirements Analysis, Test Planning, Defect Tracking, QTP, HP Quality Center
Education
New Jersey Institute of Technology
BS, Computer Science
Mehul M. Shah's Vanguard Experience May 2013 - Present
Job High Net Worth Relationship Manager at Vanguard
Industry Financial Services
Experience
Vanguard May 2013 - Present
Merrill Lynch March 2007 - July 2012
Morgan Stanley September 2003 - March 2007
Dreyfus September 2002 - September 2003
Deustche Bank July 2001 - May 2002
First Union National Bank April 2000 - March 2001
Skills
Fixed Income, Series 7, Interest Rate..., Series 63, Credit Derivatives, Equity Derivatives, OTC Derivatives, Business Relationship..., Client Service Oriented, SharePoint, Dedicated Professional, Multi Tasking, Collateral Management, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Public Speaking, Strategic Planning, Client Relationships..., Relationship Management, Equities, Finance, Trading
Education
North Carolina State University 1991 — 1996
Bachelor's degree, Business/Managerial Economics
Vanguard May 2013 - Present
Merrill Lynch March 2007 - July 2012
Morgan Stanley September 2003 - March 2007
Dreyfus September 2002 - September 2003
Deustche Bank July 2001 - May 2002
First Union National Bank April 2000 - March 2001
Skills
Fixed Income, Series 7, Interest Rate..., Series 63, Credit Derivatives, Equity Derivatives, OTC Derivatives, Business Relationship..., Client Service Oriented, SharePoint, Dedicated Professional, Multi Tasking, Collateral Management, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Public Speaking, Strategic Planning, Client Relationships..., Relationship Management, Equities, Finance, Trading
Education
North Carolina State University 1991 — 1996
Bachelor's degree, Business/Managerial Economics
Fred Rollo's Vanguard Experience 1997 - 1998
Job Senior Director Financial Planning & Analysis at Comcast
Industry Telecommunications
Experience
Comcast March 2013 - Present
Comcast 2010 - 2013
Comcast 2007 - 2010
IMS Health 2005 - 2007
Verizon 2002 - 2005
Verizon 2000 - 2002
Bell Atlantic 1998 - 2000
Vanguard 1997 - 1998
QVC 1994 - 1997
Skills
Financial Reporting, Financial Analysis, Process Improvement, Forecasting, Management, Financial Modeling, Accounting, Variance Analysis, Budgets, Strategic Financial..., Corporate Finance, Analysis, Finance, Essbase, GAAP, Managerial Finance
Education
West Chester University of Pennsylvania 1998 — 2002
MBA
Neumann University 1990 — 1994
B.S., Accounting
Comcast March 2013 - Present
Comcast 2010 - 2013
Comcast 2007 - 2010
IMS Health 2005 - 2007
Verizon 2002 - 2005
Verizon 2000 - 2002
Bell Atlantic 1998 - 2000
Vanguard 1997 - 1998
QVC 1994 - 1997
Skills
Financial Reporting, Financial Analysis, Process Improvement, Forecasting, Management, Financial Modeling, Accounting, Variance Analysis, Budgets, Strategic Financial..., Corporate Finance, Analysis, Finance, Essbase, GAAP, Managerial Finance
Education
West Chester University of Pennsylvania 1998 — 2002
MBA
Neumann University 1990 — 1994
B.S., Accounting
Jacki Herrington's Vanguard Experience September 2013 - Present
Job Financial Associate in Advice Services
Industry Financial Services
Experience
Vanguard September 2013 - Present
O'Boyles Irish Pub July 2012 - Present
The Firm Fitness Center May 2010 - July 2013
Neumann University September 2010 - May 2013
Comcast-Spectacor September 2012 - December 2012
Skills
Business, Social Media Marketing, Marketing, Sales, Sports, Marketing Event Planning, Customer Service, Microsoft Word, PowerPoint, Facebook, Twitter, Softball, Spanish, Social Networking, Sports Marketing, Public Relations, Sports Management, Public Speaking, Event Planning, Time Management, Social Media, Fundraising, Event Management, Ticket Sales, Outlook, Sports Writing, Advertising, Coaching, Community Outreach, Editing, Microsoft Excel, Photoshop, Nonprofits, Athletics, Leadership, Press Releases, Research, Microsoft Office, Sponsorship, InDesign, Baseball, Teamwork, Higher Education, Marketing Communications, Finance, Management, Team Building, Teaching, Marketing Strategy
Education
Neumann University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Marketing, Senior
Paul VI 2005 — 2009
Business Administration and Management, General
Vanguard September 2013 - Present
O'Boyles Irish Pub July 2012 - Present
The Firm Fitness Center May 2010 - July 2013
Neumann University September 2010 - May 2013
Comcast-Spectacor September 2012 - December 2012
Skills
Business, Social Media Marketing, Marketing, Sales, Sports, Marketing Event Planning, Customer Service, Microsoft Word, PowerPoint, Facebook, Twitter, Softball, Spanish, Social Networking, Sports Marketing, Public Relations, Sports Management, Public Speaking, Event Planning, Time Management, Social Media, Fundraising, Event Management, Ticket Sales, Outlook, Sports Writing, Advertising, Coaching, Community Outreach, Editing, Microsoft Excel, Photoshop, Nonprofits, Athletics, Leadership, Press Releases, Research, Microsoft Office, Sponsorship, InDesign, Baseball, Teamwork, Higher Education, Marketing Communications, Finance, Management, Team Building, Teaching, Marketing Strategy
Education
Neumann University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Marketing, Senior
Paul VI 2005 — 2009
Business Administration and Management, General
Roderick Miliken's Vanguard Experience February 2000 - Present
Job Sr. Software Developer at Vanguard
Industry Financial Services
Experience
Vanguard February 2000 - Present
Skills
Strategic Planning, Customer Service, Microsoft Office, Microsoft Excel, Process Improvement, Project Management, Team Building, PowerPoint, Microsoft Word, Requirements Analysis
Education
North Carolina Agricultural and Technical State University 1982 — 1987
Bachelor's Degree, Computer Science
Vanguard February 2000 - Present
Skills
Strategic Planning, Customer Service, Microsoft Office, Microsoft Excel, Process Improvement, Project Management, Team Building, PowerPoint, Microsoft Word, Requirements Analysis
Education
North Carolina Agricultural and Technical State University 1982 — 1987
Bachelor's Degree, Computer Science
Yu Man's Vanguard Experience August 2014 - Present
Job Database Developer at Vanguard
Industry Financial Services
Experience
Vanguard August 2014 - Present
Northern Trust Corporation September 2013 - August 2014
American Express September 2012 - August 2013
JP Morgan Chase December 2008 - August 2012
Lehman Brothers January 2008 - November 2008
The Bear Stearns Companies, Inc June 2007 - December 2007
Skills
Hadoop, Hive, Sybase,..., Microsoft SQL Server, Oracle, T-SQL, Data Warehousing, SDLC, ETL, SQL, Databases, Data Modeling, SSIS, Business Analysis, Visio, PL/SQL, Database Design, Business Intelligence, Sybase, Informatica
Education
NJIT 1999 — 2001
Master's degree, Computer Science
Vanguard August 2014 - Present
Northern Trust Corporation September 2013 - August 2014
American Express September 2012 - August 2013
JP Morgan Chase December 2008 - August 2012
Lehman Brothers January 2008 - November 2008
The Bear Stearns Companies, Inc June 2007 - December 2007
Skills
Hadoop, Hive, Sybase,..., Microsoft SQL Server, Oracle, T-SQL, Data Warehousing, SDLC, ETL, SQL, Databases, Data Modeling, SSIS, Business Analysis, Visio, PL/SQL, Database Design, Business Intelligence, Sybase, Informatica
Education
NJIT 1999 — 2001
Master's degree, Computer Science
Jim Purnell's Vanguard Experience December 2006 - June 2009
Job Attorney at White & Allen, P.A.
Industry
Experience
White & Allen, P.A. June 2013 - Present
NARRON, O’HALE AND WHITTINGTON, P.A. May 2011 - August 2011
TRUST COUNSEL May 2010 - August 2010
VANGUARD December 2006 - June 2009
Skills
Microsoft Excel, CERTIFIED FINANCIAL..., Real Estate Broker..., United States Coast...
Education
NewYork University School of Law 2012 — 2013
Master of Laws (LL.M.) in Taxation
North Carolina Central University School of Law 2009 — 2012
Juris Doctor, Summa Cum Laude
North Carolina State University 2000 — 2004
Bachelor of Science (B.S.), Business Management, Cum Laude
White & Allen, P.A. June 2013 - Present
NARRON, O’HALE AND WHITTINGTON, P.A. May 2011 - August 2011
TRUST COUNSEL May 2010 - August 2010
VANGUARD December 2006 - June 2009
Skills
Microsoft Excel, CERTIFIED FINANCIAL..., Real Estate Broker..., United States Coast...
Education
NewYork University School of Law 2012 — 2013
Master of Laws (LL.M.) in Taxation
North Carolina Central University School of Law 2009 — 2012
Juris Doctor, Summa Cum Laude
North Carolina State University 2000 — 2004
Bachelor of Science (B.S.), Business Management, Cum Laude
Angelo Lo Piccolo's Vanguard Experience April 2011 - Present
Job Financial Administrator at Vanguard
Industry Financial Services
Experience
Vanguard April 2011 - Present
Vanguard January 2007 - March 2011
Vanguard October 2006 - December 2007
Skills
Financial Services, Mutual Funds, Financial Analysis, Finance, Strategic Financial..., Investments
Education
Penn State University 2000 — 2004
Bachelor of Science, Finance and International Business, Chinese, International Relations
New York University
Vanguard April 2011 - Present
Vanguard January 2007 - March 2011
Vanguard October 2006 - December 2007
Skills
Financial Services, Mutual Funds, Financial Analysis, Finance, Strategic Financial..., Investments
Education
Penn State University 2000 — 2004
Bachelor of Science, Finance and International Business, Chinese, International Relations
New York University
Edward Dodge, MBA's Vanguard Experience November 2007 - July 2013
Job Retail General Manager/Store Manager
Industry Financial Services
Experience
Merrill Edge August 2014 - Present
Vanguard November 2007 - July 2013
Kids Super Center (Retail Store) July 2005 - August 2006
The Athlete's Foot May 1999 - August 2004
Skills
Mutual Funds, Series 7, Retirement Planning, Series 63, Financial Services, Investments, Relationship Management, Wealth Management, Investment Advisory, Retail Store Operations, Operations Management, Employee Management, Employee Training, Shrinkage, Inventory Management, P&L Management, Customer Service..., Purchasing
Education
Walden University
Master’s Degree, Business Administration
Nazareth College of Rochester
Bachelor’s Degree, History
Merrill Edge August 2014 - Present
Vanguard November 2007 - July 2013
Kids Super Center (Retail Store) July 2005 - August 2006
The Athlete's Foot May 1999 - August 2004
Skills
Mutual Funds, Series 7, Retirement Planning, Series 63, Financial Services, Investments, Relationship Management, Wealth Management, Investment Advisory, Retail Store Operations, Operations Management, Employee Management, Employee Training, Shrinkage, Inventory Management, P&L Management, Customer Service..., Purchasing
Education
Walden University
Master’s Degree, Business Administration
Nazareth College of Rochester
Bachelor’s Degree, History
KaTasha Bryant's Vanguard Experience September 1998 - February 2004
Job Wealth Management Client Relationship Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2011 - Present
EMJ Realty and Asset Services January 2007 - Present
TIAA-CREF January 2009 - December 2010
TIAA-CREF June 2005 - December 2008
Dillingham and Taylor Wealth Management, LLC February 2004 - June 2005
Vanguard September 1998 - February 2004
Skills
Problem Solving, Relationship Management, Insurance, Banking, Financial Analysis, Series 7, Series 63, Mutual Funds, Investments, Wealth Management, Retirement, Retirement Planning, Asset Allocation
Education
Queens University of Charlotte 2001 — 2003
Certified Financial Planner Program, Financial Planning and Services
North Carolina Central University 1991 — 1995
Bachelor of Business Administration (B.B.A.), Finance
TIAA-CREF January 2011 - Present
EMJ Realty and Asset Services January 2007 - Present
TIAA-CREF January 2009 - December 2010
TIAA-CREF June 2005 - December 2008
Dillingham and Taylor Wealth Management, LLC February 2004 - June 2005
Vanguard September 1998 - February 2004
Skills
Problem Solving, Relationship Management, Insurance, Banking, Financial Analysis, Series 7, Series 63, Mutual Funds, Investments, Wealth Management, Retirement, Retirement Planning, Asset Allocation
Education
Queens University of Charlotte 2001 — 2003
Certified Financial Planner Program, Financial Planning and Services
North Carolina Central University 1991 — 1995
Bachelor of Business Administration (B.B.A.), Finance
Cristan Brown's Vanguard Experience December 2012 - Present
Job Performance Analyst at Vanguard
Industry Financial Services
Experience
Vanguard December 2012 - Present
Vanguard June 2008 - December 2012
Skills
Java, COBOL, SQL DB2, Relational Databases, Object Oriented Design, SpringSource
Education
Winston-Salem State University 2006 — 2008
Bachelor of Science (B.S.), Computer Science
North Carolina A&T State University
Vanguard December 2012 - Present
Vanguard June 2008 - December 2012
Skills
Java, COBOL, SQL DB2, Relational Databases, Object Oriented Design, SpringSource
Education
Winston-Salem State University 2006 — 2008
Bachelor of Science (B.S.), Computer Science
North Carolina A&T State University
Alexis Doherty's Vanguard Experience July 2015 - Present
Job Client Relations Specialist at Vanguard
Industry Financial Services
Experience
Vanguard July 2015 - Present
RCS Capital Corporation November 2014 - March 2015
Galileo Global Advisors May 2014 - November 2014
Fluitec November 2013 - December 2013
George W. Bush Presidential Center June 2013 - August 2013
Gianni, Origoni, Grippo, Cappelli & Partners October 2012 - December 2012
Clyde's Restaurant Group June 2011 - June 2012
New York University Coles Sport Center October 2010 - March 2012
Skills
Economics, Arabic, German, PC, Mac, Microsoft Office, Research, Editing, PowerPoint, Facebook, Social Networking, Teamwork, Microsoft Word, Microsoft Excel, Social Media, Blogging, Outlook, Government, Windows, Critical Thinking, Team Leadership, Leadership, Public Speaking
Education
New York University 2010 — 2014
Bachelor of Arts (B.A.), Economics
Langley High School 2006 — 2010
Langley High School 2006 — 2010
Vanguard July 2015 - Present
RCS Capital Corporation November 2014 - March 2015
Galileo Global Advisors May 2014 - November 2014
Fluitec November 2013 - December 2013
George W. Bush Presidential Center June 2013 - August 2013
Gianni, Origoni, Grippo, Cappelli & Partners October 2012 - December 2012
Clyde's Restaurant Group June 2011 - June 2012
New York University Coles Sport Center October 2010 - March 2012
Skills
Economics, Arabic, German, PC, Mac, Microsoft Office, Research, Editing, PowerPoint, Facebook, Social Networking, Teamwork, Microsoft Word, Microsoft Excel, Social Media, Blogging, Outlook, Government, Windows, Critical Thinking, Team Leadership, Leadership, Public Speaking
Education
New York University 2010 — 2014
Bachelor of Arts (B.A.), Economics
Langley High School 2006 — 2010
Langley High School 2006 — 2010
Annette Dockery's Vanguard Experience 1993 - April 2000
Job Crystal Report Developer at Lead IT Corporation
Industry Financial Services
Experience
Lead IT Corporation February 2014 - September 2014
BNY Mellon April 2000 - March 2013
Vanguard 1993 - April 2000
Skills
Microsoft Office, Visio, Crystal Reports, SQL, Mutual Funds, Business Analysis, Business Process, Microsoft SQL Server, Process Improvement, Project Management, Financial Services, Risk Management, SDLC, Financial Analysis, Vendor Management, Requirements Gathering, Asset Management, Banking, SharePoint, Access, Investments, Equities, Software Documentation, User Acceptance Testing, Software Project..., Accounting, Fixed Income, Requirements Analysis, Business Process..., Business Requirements, Lotus Notes, Disaster Recovery, Change Management, Portfolio Management, Team Leadership
Education
Norfolk State University 1981 — 1986
Bachelor of Science (B.S.), Accounting
Lead IT Corporation February 2014 - September 2014
BNY Mellon April 2000 - March 2013
Vanguard 1993 - April 2000
Skills
Microsoft Office, Visio, Crystal Reports, SQL, Mutual Funds, Business Analysis, Business Process, Microsoft SQL Server, Process Improvement, Project Management, Financial Services, Risk Management, SDLC, Financial Analysis, Vendor Management, Requirements Gathering, Asset Management, Banking, SharePoint, Access, Investments, Equities, Software Documentation, User Acceptance Testing, Software Project..., Accounting, Fixed Income, Requirements Analysis, Business Process..., Business Requirements, Lotus Notes, Disaster Recovery, Change Management, Portfolio Management, Team Leadership
Education
Norfolk State University 1981 — 1986
Bachelor of Science (B.S.), Accounting
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments