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
Caby Beach Caby Beach's Vanguard Experience August 2007 - Present
Job Service Administrator at Vanguard
Industry Financial Services
Experience
Vanguard August 2007 - Present
Vanguard August 2007 - Present
Skills
Customer Service, Process Improvement, Team Building, Time Management, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Project Management, Strategic Planning, Series 7, Series 63, Finance
Education
Northern Arizona University
Humanities/Humanistic Studies
Vanguard August 2007 - Present
Vanguard August 2007 - Present
Skills
Customer Service, Process Improvement, Team Building, Time Management, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Project Management, Strategic Planning, Series 7, Series 63, Finance
Education
Northern Arizona University
Humanities/Humanistic Studies
Dylan Murphy Dylan Murphy's Vanguard Experience January 2015 - Present
Job Processing Associate at Vanguard
Industry Financial Services
Experience
Vanguard January 2015 - Present
Randstad February 2015 - May 2015
Flagstaff Extreme, LLC April 2012 - December 2014
IDEAL Rehabilitation 2009 - 2010
Skills
Finance, Forecasting, Mathematics, Microsoft Office, Microsoft Excel, Sales Presentations, Sales, Strategic Planning, Financial Planning, Time Management, Social Networking
Education
Northern Arizona University-The W. A. Franke College of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Ironwood High School 2006 — 2010
Vanguard January 2015 - Present
Randstad February 2015 - May 2015
Flagstaff Extreme, LLC April 2012 - December 2014
IDEAL Rehabilitation 2009 - 2010
Skills
Finance, Forecasting, Mathematics, Microsoft Office, Microsoft Excel, Sales Presentations, Sales, Strategic Planning, Financial Planning, Time Management, Social Networking
Education
Northern Arizona University-The W. A. Franke College of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Ironwood High School 2006 — 2010
Steven Mahan Steven Mahan's Vanguard Experience February 2011 - July 2012
Job Director of Business Development at LMI Solutions Helping Dealers Grow Revenue with Award Winning MPS Infastructure
Industry Business Supplies and Equipment
Experience
LMI Solutions September 2014 - Present
UPS June 2013 - August 2014
UPS July 2012 - June 2013
Vanguard February 2011 - July 2012
Education
Northern Arizona University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
LMI Solutions September 2014 - Present
UPS June 2013 - August 2014
UPS July 2012 - June 2013
Vanguard February 2011 - July 2012
Education
Northern Arizona University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Kristen Boyd Kristen Boyd's Vanguard Experience May 2014 - August 2014
Job Vanguard Student Ambassador
Industry Financial Services
Experience
Northern Arizona University August 2013 - Present
Vanguard May 2014 - August 2014
TPC at Snoqualmie Ridge May 2012 - August 2013
Yoasis Self Serve Frozen Yogurt October 2010 - December 2011
Mountainside Wellness Center May 2009 - December 2010
Skills
Customer Service, Event Planning, Microsoft Office, Community Outreach, Time Management, PowerPoint, Research, Microsoft Excel, Social Media, Public Speaking, Editing, Microsoft Word, Student Development, Data Entry, Fundraising, Nonprofits, Social Networking, High level of initiative, Motivated self-starter
Education
Northern Arizona University 2011 — 2015
GPA: 3.97
Northern Arizona University August 2013 - Present
Vanguard May 2014 - August 2014
TPC at Snoqualmie Ridge May 2012 - August 2013
Yoasis Self Serve Frozen Yogurt October 2010 - December 2011
Mountainside Wellness Center May 2009 - December 2010
Skills
Customer Service, Event Planning, Microsoft Office, Community Outreach, Time Management, PowerPoint, Research, Microsoft Excel, Social Media, Public Speaking, Editing, Microsoft Word, Student Development, Data Entry, Fundraising, Nonprofits, Social Networking, High level of initiative, Motivated self-starter
Education
Northern Arizona University 2011 — 2015
GPA: 3.97
Samantha Nardulli's Vanguard Experience March 2015 - Present
Job Investment Administrator at Vanguard
Industry Financial Services
Experience
Vanguard March 2015 - Present
Vanguard June 2013 - March 2015
Delta Sigma Pi - Zeta Omega November 2012 - April 2013
Executive Suites June 2012 - April 2013
Delta Sigma Pi - Zeta Omega February 2012 - May 2012
Northern Arizona University August 2009 - May 2011
Horizon High School August 2005 - May 2009
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Finance, Telephone Skills, Firefox, Microsoft Word, Gmail, Google Calendar, CCleaner, Customer Service, CRM, Lotus Notes, Client Emails, Time Management, Accounting
Education
Northern Arizona University 2009 — 2013
Bachelor of Science, Business Administration Finance, Certificate in Business Economics
Kaplan Financial Education 2014 — 2015
Certified Financial Planning
Vanguard March 2015 - Present
Vanguard June 2013 - March 2015
Delta Sigma Pi - Zeta Omega November 2012 - April 2013
Executive Suites June 2012 - April 2013
Delta Sigma Pi - Zeta Omega February 2012 - May 2012
Northern Arizona University August 2009 - May 2011
Horizon High School August 2005 - May 2009
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Finance, Telephone Skills, Firefox, Microsoft Word, Gmail, Google Calendar, CCleaner, Customer Service, CRM, Lotus Notes, Client Emails, Time Management, Accounting
Education
Northern Arizona University 2009 — 2013
Bachelor of Science, Business Administration Finance, Certificate in Business Economics
Kaplan Financial Education 2014 — 2015
Certified Financial Planning
Jonathan Kislin Jonathan Kislin's Vanguard Experience October 2011 - Present
Job Project Administrator at Vanguard
Industry Financial Services
Experience
Vanguard October 2011 - Present
Vanguard December 2009 - October 2011
Continental Promotion Group 2005 - 2006
Skills
CRM, Marketing Communications, Marketing Strategy, Leadership, Account Management, Management, Customer Service, Sales, Strategy, Financial Reporting, Product Development, Business Development, Sales Management, Advertising, Competitive Analysis, Project Management, Financial Analysis, Cross-functional Team..., Microsoft Office, Process Improvement, Microsoft Excel, Strategic Planning
Education
University of Arizona, Eller College of Management 2012 — 2013
Master of Business Administration (MBA)
Northern Arizona University 2002 — 2005
Business Administration, Marketing
Vanguard October 2011 - Present
Vanguard December 2009 - October 2011
Continental Promotion Group 2005 - 2006
Skills
CRM, Marketing Communications, Marketing Strategy, Leadership, Account Management, Management, Customer Service, Sales, Strategy, Financial Reporting, Product Development, Business Development, Sales Management, Advertising, Competitive Analysis, Project Management, Financial Analysis, Cross-functional Team..., Microsoft Office, Process Improvement, Microsoft Excel, Strategic Planning
Education
University of Arizona, Eller College of Management 2012 — 2013
Master of Business Administration (MBA)
Northern Arizona University 2002 — 2005
Business Administration, Marketing
Pablo Oliva Pablo Oliva's Vanguard Experience March 2013 - August 2013
Job Investment Advisor Representative at Heritage Capital Group, LLC
Industry Investment Management
Experience
Heritage Capital Group, LLC November 2014 - Present
Strategic Wealth Solutions, a MetLife Office June 2014 - October 2014
Desert Schools Financial Services September 2013 - June 2014
Vanguard March 2013 - August 2013
Wells Fargo February 2009 - December 2012
Skills
Investments, Portfolio Management, Wealth Management, Series 63, Securities, Series 7, Asset Allocation, Estate Planning, Fixed Income, Life Insurance, Mutual Funds, Retirement Planning, Series 66, Life & Health Insurance..., Bilingual-English/Spanis..., Long Term Care Insurance, Estate Conservation..., College Education..., Medicare, 401k, 403 b
Education
Northern Arizona University 2011 — 2013
Bachelor's Degree, International Business
Heritage Capital Group, LLC November 2014 - Present
Strategic Wealth Solutions, a MetLife Office June 2014 - October 2014
Desert Schools Financial Services September 2013 - June 2014
Vanguard March 2013 - August 2013
Wells Fargo February 2009 - December 2012
Skills
Investments, Portfolio Management, Wealth Management, Series 63, Securities, Series 7, Asset Allocation, Estate Planning, Fixed Income, Life Insurance, Mutual Funds, Retirement Planning, Series 66, Life & Health Insurance..., Bilingual-English/Spanis..., Long Term Care Insurance, Estate Conservation..., College Education..., Medicare, 401k, 403 b
Education
Northern Arizona University 2011 — 2013
Bachelor's Degree, International Business
Leland Fallon's Vanguard Experience July 2012 - July 2013
Job Financial Advisor, Assistant Vice President at Merrill Lynch
Industry Financial Services
Experience
Principal Financial Group May 2015 - Present
Music4Cancer (The Cause) May 2011 - Present
Merrill Lynch November 2013 - May 2015
Vanguard July 2012 - July 2013
SagePoint Financial July 2008 - July 2009
TMC Entertainment August 2002 - September 2008
Charles Schwab July 2006 - July 2008
Skills
Public Speaking, Music Production, Live Events, Writing, Creative Writing, Financial Analysis, Event Producing, Compliance, Series 7, Event Planning, Marketing Communications, Series 63, Advertising, Advocacy, Management, Music Industry, Series 65, Event Management, Music, Publicity, Entertainment, Social Networking, Talent Booking, Leadership, Marketing, Social Media Marketing, Public Relations, Investments
Education
Northern Arizona University 1998 — 2002
Bachelor of Science (B.S.), Speech Communication and Rhetoric
Principal Financial Group May 2015 - Present
Music4Cancer (The Cause) May 2011 - Present
Merrill Lynch November 2013 - May 2015
Vanguard July 2012 - July 2013
SagePoint Financial July 2008 - July 2009
TMC Entertainment August 2002 - September 2008
Charles Schwab July 2006 - July 2008
Skills
Public Speaking, Music Production, Live Events, Writing, Creative Writing, Financial Analysis, Event Producing, Compliance, Series 7, Event Planning, Marketing Communications, Series 63, Advertising, Advocacy, Management, Music Industry, Series 65, Event Management, Music, Publicity, Entertainment, Social Networking, Talent Booking, Leadership, Marketing, Social Media Marketing, Public Relations, Investments
Education
Northern Arizona University 1998 — 2002
Bachelor of Science (B.S.), Speech Communication and Rhetoric
Greg Yocum, CFP® Greg Yocum, CFP®'s Vanguard Experience August 1998 - June 2008
Job CoFounder/Partner at ARQ Wealth Advisors
Industry Investment Management
Experience
ARQ Wealth Advisors, LLC June 2008 - Present
Vanguard August 1998 - June 2008
Skills
Asset Management, Financial Advisory, Portfolio Management, Investment Advisory, Asset Managment, Wealth, Finance, Wealth Accumulation, Asset Allocation, Series 7, Retirement Planning, Mutual Funds, Securities, Wealth Management, 401k, IRAs, Retirement, Estate Planning
Education
College for Financial Planning 2000 — 2001
CFP, Certified Financial Planner
Northern Arizona University-The W. A. Franke College of Business 1993 — 1997
Bachelors, Business Administration
ARQ Wealth Advisors, LLC June 2008 - Present
Vanguard August 1998 - June 2008
Skills
Asset Management, Financial Advisory, Portfolio Management, Investment Advisory, Asset Managment, Wealth, Finance, Wealth Accumulation, Asset Allocation, Series 7, Retirement Planning, Mutual Funds, Securities, Wealth Management, 401k, IRAs, Retirement, Estate Planning
Education
College for Financial Planning 2000 — 2001
CFP, Certified Financial Planner
Northern Arizona University-The W. A. Franke College of Business 1993 — 1997
Bachelors, Business Administration
Dylan King, CFA Dylan King, CFA's Vanguard Experience June 2006 - February 2012
Job Manager at CBIZ Valuation Group, LLC
Industry Financial Services
Experience
CBIZ Valuation Group, LLC February 2012 - Present
Vanguard June 2006 - February 2012
Skills
Financial Modeling, Valuation, Financial Services, Fixed Income, Investment Banking, Capital Markets, Corporate Finance, Portfolio Management, Private Equity, Equities, Derivatives, Financial Risk
Education
Northern Arizona University 2002 — 2006
Bachelor of Science (BS), Finance, General
CBIZ Valuation Group, LLC February 2012 - Present
Vanguard June 2006 - February 2012
Skills
Financial Modeling, Valuation, Financial Services, Fixed Income, Investment Banking, Capital Markets, Corporate Finance, Portfolio Management, Private Equity, Equities, Derivatives, Financial Risk
Education
Northern Arizona University 2002 — 2006
Bachelor of Science (BS), Finance, General
Rhonda Padilla Rhonda Padilla's Vanguard Experience January 2007 - March 2007
Job Manager of Business Information at CrownQuest Operating, LLC
Industry Oil & Energy
Experience
CrownQuest Operating, LLC May 2015 - Present
Navajo Nation Oil and Gas Company January 2014 - April 2015
CrownQuest Operating, LLC January 2012 - December 2013
CrownQuest Operating LLC October 2009 - January 2012
CrownQuest Operating, LLC September 2007 - October 2009
Roddy Production Company, Inc. April 2007 - September 2007
Vanguard January 2007 - March 2007
Skills
Energy, Energy Industry, Finance, Management, Financial Reporting, Accounts Receivable, Managerial Finance, Accounting, Upstream, Due Diligence, Petroleum, Title Opinions, Oil & Gas Industry, Natural Gas, Oil & Gas, Gas, Analysis, Onshore, Negotiation, Contract Negotiation
Education
University of Tulsa 2012 — 2014
Master of Energy Business, Energy
Northern Arizona University 2002 — 2006
Bachelor of Science in Business Administration, Finance
CrownQuest Operating, LLC May 2015 - Present
Navajo Nation Oil and Gas Company January 2014 - April 2015
CrownQuest Operating, LLC January 2012 - December 2013
CrownQuest Operating LLC October 2009 - January 2012
CrownQuest Operating, LLC September 2007 - October 2009
Roddy Production Company, Inc. April 2007 - September 2007
Vanguard January 2007 - March 2007
Skills
Energy, Energy Industry, Finance, Management, Financial Reporting, Accounts Receivable, Managerial Finance, Accounting, Upstream, Due Diligence, Petroleum, Title Opinions, Oil & Gas Industry, Natural Gas, Oil & Gas, Gas, Analysis, Onshore, Negotiation, Contract Negotiation
Education
University of Tulsa 2012 — 2014
Master of Energy Business, Energy
Northern Arizona University 2002 — 2006
Bachelor of Science in Business Administration, Finance
Michael Lichtenwalner Michael Lichtenwalner's Vanguard Experience May 2015 - Present
Job Processing Associate at Vanguard
Industry Financial Services
Experience
Vanguard May 2015 - Present
Evil Genius Beer Company May 2014 - September 2014
JW Kelly Associates LLC January 2014 - April 2014
The Franklin Institute September 2012 - December 2012
Skills
Series 6, Series 63, Finance, Microsoft Excel, Microsoft Office, Teamwork, Microsoft Word, Accounting, Invoicing, PowerPoint, Bloomberg Terminal, Access, Data Analysis
Education
Saint Joseph's University - Erivan K. Haub School of Business 2015 — 2018
Master of Business Administration (M.B.A.)
Saint Joseph's University - Erivan K. Haub School of Business 2012 — 2015
Bachelor's of Science in Finance, Finance
Northampton Community College 2011 — 2012
Vanguard May 2015 - Present
Evil Genius Beer Company May 2014 - September 2014
JW Kelly Associates LLC January 2014 - April 2014
The Franklin Institute September 2012 - December 2012
Skills
Series 6, Series 63, Finance, Microsoft Excel, Microsoft Office, Teamwork, Microsoft Word, Accounting, Invoicing, PowerPoint, Bloomberg Terminal, Access, Data Analysis
Education
Saint Joseph's University - Erivan K. Haub School of Business 2015 — 2018
Master of Business Administration (M.B.A.)
Saint Joseph's University - Erivan K. Haub School of Business 2012 — 2015
Bachelor's of Science in Finance, Finance
Northampton Community College 2011 — 2012
Christine Evans Christine Evans's Vanguard Experience June 1997 - Present
Job Manager, High Net Worth Division at Vanguard
Industry Financial Services
Experience
Vanguard June 1997 - Present
Vanguard April 2007 - August 2009
Vanguard October 2006 - April 2007
Vanguard May 2005 - October 2006
Vanguard September 2000 - May 2005
Vanguard April 1998 - August 2000
Vanguard June 1997 - April 1998
NEXTEL August 1995 - June 1997
Skills
Change Management, Project Management, Program Management, Leadership, Strategic Communications, Relationship Management, Collaborative Problem..., Business Process..., Talent Acquisition, Leadership Development, Coaching, Training, Onboarding, Financial Services, Hiring, Series 6, Series 63, Mutual Funds, Qualified Retirement..., Management
Education
Northern Arizona University 1991 — 1995
Bachelor of Arts (B.A.), Organizational Communication
Vanguard June 1997 - Present
Vanguard April 2007 - August 2009
Vanguard October 2006 - April 2007
Vanguard May 2005 - October 2006
Vanguard September 2000 - May 2005
Vanguard April 1998 - August 2000
Vanguard June 1997 - April 1998
NEXTEL August 1995 - June 1997
Skills
Change Management, Project Management, Program Management, Leadership, Strategic Communications, Relationship Management, Collaborative Problem..., Business Process..., Talent Acquisition, Leadership Development, Coaching, Training, Onboarding, Financial Services, Hiring, Series 6, Series 63, Mutual Funds, Qualified Retirement..., Management
Education
Northern Arizona University 1991 — 1995
Bachelor of Arts (B.A.), Organizational Communication
Daniel Patton Daniel Patton's Vanguard Experience June 2013 - July 2014
Job Credit Analyst at Industrial Alliance Portfolio Management
Industry Investment Management
Experience
Industrial Alliance Portfolio Management September 2014 - Present
Vanguard June 2013 - July 2014
Northern Arizona Center for Entrepreneurship and Technology January 2013 - May 2013
Alaska Outdoor Investments, LLC May 2012 - August 2012
Skills
Bookkeeping, Teamwork, Financial Analysis, Microsoft Excel, Financial Modeling, Budgets, Analysis
Education
Northern Arizona University, College of Business Administration 2010 — 2012
Bachelor of Science, Finance and Accounting
CFA Level II Candidate
Industrial Alliance Portfolio Management September 2014 - Present
Vanguard June 2013 - July 2014
Northern Arizona Center for Entrepreneurship and Technology January 2013 - May 2013
Alaska Outdoor Investments, LLC May 2012 - August 2012
Skills
Bookkeeping, Teamwork, Financial Analysis, Microsoft Excel, Financial Modeling, Budgets, Analysis
Education
Northern Arizona University, College of Business Administration 2010 — 2012
Bachelor of Science, Finance and Accounting
CFA Level II Candidate
Aaron Acuff Aaron Acuff's Vanguard Experience April 2013 - August 2014
Job Summer Real Estate Analyst | MBA Candidate, Class of 2016 UC Irvine, The Paul Merage School of Business
Industry Real Estate
Experience
Spirit Investment Partners January 2015 - Present
UC Irvine The Paul Merage School of Business September 2014 - Present
Vanguard April 2013 - August 2014
Vanguard November 2011 - April 2013
United States Navy April 2005 - April 2007
United States Navy August 2003 - April 2005
United States Navy June 2003 - August 2003
Skills
Leadership, Financial Analysis, Finance, Forecasting, Microsoft Excel, Accounting, Analysis, Investments, Strategy, Financial Modeling, Argus Modeling, Data Analysis, Mutual Funds, Management, Project Management, Business Process..., Team Leadership, Relationship Management, Teamwork, PowerPoint, Process Improvement, Project Planning, Problem Solving, CRM, Creativity, Microsoft Office, Financial Services, Training, Military Experience, Navy, Military, ETFs, Series 7, Series 63, Customer Service
Education
University of California, Irvine - The Paul Merage School of Business 2014 — 2016
Master of Business Administration (MBA)
Northern Arizona University, College of Business Administration 2007 — 2010
Bachelor of Science
Spirit Investment Partners January 2015 - Present
UC Irvine The Paul Merage School of Business September 2014 - Present
Vanguard April 2013 - August 2014
Vanguard November 2011 - April 2013
United States Navy April 2005 - April 2007
United States Navy August 2003 - April 2005
United States Navy June 2003 - August 2003
Skills
Leadership, Financial Analysis, Finance, Forecasting, Microsoft Excel, Accounting, Analysis, Investments, Strategy, Financial Modeling, Argus Modeling, Data Analysis, Mutual Funds, Management, Project Management, Business Process..., Team Leadership, Relationship Management, Teamwork, PowerPoint, Process Improvement, Project Planning, Problem Solving, CRM, Creativity, Microsoft Office, Financial Services, Training, Military Experience, Navy, Military, ETFs, Series 7, Series 63, Customer Service
Education
University of California, Irvine - The Paul Merage School of Business 2014 — 2016
Master of Business Administration (MBA)
Northern Arizona University, College of Business Administration 2007 — 2010
Bachelor of Science
Andrew Konen, MBA Andrew Konen, MBA's Vanguard Experience June 2006 - May 2010
Job Business Analyst at Counterpoint Systems
Industry Financial Services
Experience
Vistex May 2014 - Present
JPMorgan Chase May 2010 - April 2014
Vanguard June 2006 - May 2010
Skills
Banking, Finance, Series 63, Sales, Mutual Funds, Investments, Retail Banking, Series 6, Microsoft Excel, Customer Service, Mortgage Lending, Training, Analysis, Strategic Planning
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Northern Arizona University-The W. A. Franke College of Business 2002 — 2006
Bachelor of Science (B.S.) Business Administration, Finance
Vistex May 2014 - Present
JPMorgan Chase May 2010 - April 2014
Vanguard June 2006 - May 2010
Skills
Banking, Finance, Series 63, Sales, Mutual Funds, Investments, Retail Banking, Series 6, Microsoft Excel, Customer Service, Mortgage Lending, Training, Analysis, Strategic Planning
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Northern Arizona University-The W. A. Franke College of Business 2002 — 2006
Bachelor of Science (B.S.) Business Administration, Finance
Dana Wheeler's Vanguard Experience August 2015 - Present
Job Client Relationship Specialist
Industry Financial Services
Experience
Vanguard August 2015 - Present
Northern Arizona University April 2014 - Present
Northern Arizona University January 2014 - Present
MassMutual Financial Group May 2014 - July 2014
El Encanto Mexican Restaurant October 2010 - January 2014
Rancho Decano June 2010 - June 2013
Skills
Finance, PowerPoint, Microsoft Excel, Microsoft Word, Critical Thinking, Teamwork, Customer Service, Sales, Bloomberg Terminal, Accounting, Data Analysis, Management
Education
Northern Arizona University,W.A. Franke College of Business 2012 — 2015
Bachelor of Science (B.S.), Finance, Focus on Corporate, GPA 3.83
Vanguard August 2015 - Present
Northern Arizona University April 2014 - Present
Northern Arizona University January 2014 - Present
MassMutual Financial Group May 2014 - July 2014
El Encanto Mexican Restaurant October 2010 - January 2014
Rancho Decano June 2010 - June 2013
Skills
Finance, PowerPoint, Microsoft Excel, Microsoft Word, Critical Thinking, Teamwork, Customer Service, Sales, Bloomberg Terminal, Accounting, Data Analysis, Management
Education
Northern Arizona University,W.A. Franke College of Business 2012 — 2015
Bachelor of Science (B.S.), Finance, Focus on Corporate, GPA 3.83
Parag Katkar Parag Katkar's Vanguard Experience April 2007 - February 2008
Job Sr. Mobile Web Architect at InRhythm
Industry Computer Software
Experience
InRhythm May 2011 - Present
eBay Enterprise October 2009 - May 2011
Blue Cross and Blue Shield of Florida March 2009 - September 2009
ESPN April 2008 - December 2008
Vanguard April 2007 - February 2008
Goldstone Technologies January 2006 - March 2007
The MathWorks November 2004 - November 2005
Skills
Node.js, AngularJS, Express, MongoDB, Java, Java Enterprise Edition, Web Services, Spring, Application Architecture, Enterprise Architecture, Technical Leadership, Agile Methodologies, Microservices, SOA, REST, jQuery, JavaScript, HTML 5, CSS3, Test Driven Development, BDD, NoSQL, Gulp, Grunt, Responsive web design, Cloud Computing, AJAX, Scrum, Design Patterns, J2EE Application..., .NET, C#, Hibernate, JPA, JSF, Oracle, Spring MVC, Selenium, SQL, Git, JMS, Struts
Education
Northeastern University
Master of Science (M.S.), Electrical Engineering
University of Mumbai
Bachelor of Engineering (B.E.), Electronics
InRhythm May 2011 - Present
eBay Enterprise October 2009 - May 2011
Blue Cross and Blue Shield of Florida March 2009 - September 2009
ESPN April 2008 - December 2008
Vanguard April 2007 - February 2008
Goldstone Technologies January 2006 - March 2007
The MathWorks November 2004 - November 2005
Skills
Node.js, AngularJS, Express, MongoDB, Java, Java Enterprise Edition, Web Services, Spring, Application Architecture, Enterprise Architecture, Technical Leadership, Agile Methodologies, Microservices, SOA, REST, jQuery, JavaScript, HTML 5, CSS3, Test Driven Development, BDD, NoSQL, Gulp, Grunt, Responsive web design, Cloud Computing, AJAX, Scrum, Design Patterns, J2EE Application..., .NET, C#, Hibernate, JPA, JSF, Oracle, Spring MVC, Selenium, SQL, Git, JMS, Struts
Education
Northeastern University
Master of Science (M.S.), Electrical Engineering
University of Mumbai
Bachelor of Engineering (B.E.), Electronics
Kartika Thornbrew Kartika Thornbrew's Vanguard Experience August 2014 - Present
Job Marketing Manager at Vanguard
Industry Investment Management
Experience
Vanguard August 2014 - Present
Vanguard December 2012 - August 2014
Vanguard June 2008 - November 2012
Vanguard June 2005 - June 2008
Vanguard May 2001 - May 2005
Skills
401k, Retirement, Series 63, Mutual Funds, Series 6, Investments, Profit Sharing, Relationship Management, Retirement Planning, Defined Contribution, Series 7, Investment Advisory, Pensions, Asset Allocation, FINRA, Financial Services
Education
St. Joseph's University 2011 — 2015
MBA, Business and Personal/Financial Services Marketing Operations
Northern Arizona University, College of Business Administration 2001 — 2005
Bachelor of Science in Business Administration (B.S.B.A), Marketing
Vanguard August 2014 - Present
Vanguard December 2012 - August 2014
Vanguard June 2008 - November 2012
Vanguard June 2005 - June 2008
Vanguard May 2001 - May 2005
Skills
401k, Retirement, Series 63, Mutual Funds, Series 6, Investments, Profit Sharing, Relationship Management, Retirement Planning, Defined Contribution, Series 7, Investment Advisory, Pensions, Asset Allocation, FINRA, Financial Services
Education
St. Joseph's University 2011 — 2015
MBA, Business and Personal/Financial Services Marketing Operations
Northern Arizona University, College of Business Administration 2001 — 2005
Bachelor of Science in Business Administration (B.S.B.A), Marketing
Ian McLeod, CFA Ian McLeod, CFA's Vanguard Experience October 2009 - November 2010
Job Derivatives Consultant at Chatham Financial
Industry Financial Services
Experience
Chatham Financial April 2013 - Present
The Vanguard Group November 2010 - March 2013
Vanguard October 2009 - November 2010
Skills
Derivatives, Bloomberg, Trading, Fixed Income, Financial Modeling, Mutual Funds, Risk Management, Equities, Investments, Capital Markets, Financial Analysis, Valuation
Education
Northern Arizona University 2004 — 2008
Bachelor's of Science in Business Administration, Finance
Chatham Financial April 2013 - Present
The Vanguard Group November 2010 - March 2013
Vanguard October 2009 - November 2010
Skills
Derivatives, Bloomberg, Trading, Fixed Income, Financial Modeling, Mutual Funds, Risk Management, Equities, Investments, Capital Markets, Financial Analysis, Valuation
Education
Northern Arizona University 2004 — 2008
Bachelor's of Science in Business Administration, Finance
Haley Stoltz Haley Stoltz's Vanguard Experience June 2011 - August 2011
Job Audit Associate at KPMG
Industry Accounting
Experience
KPMG October 2013 - Present
The W.A. Franke College of Business August 2012 - May 2013
KPMG LLP January 2012 - August 2012
Vanguard June 2011 - August 2011
Skills
Microsoft Excel, US GAAP, Auditing, Financial Accounting, Accounting, Finance, Financial Analysis
Education
Northern Arizona University 2012 — 2013
Master of Business Administration (MBA), Emphasis in Accounting
Northern Arizona University 2008 — 2011
Bachelor of Science (B.S.), Accounting
KPMG October 2013 - Present
The W.A. Franke College of Business August 2012 - May 2013
KPMG LLP January 2012 - August 2012
Vanguard June 2011 - August 2011
Skills
Microsoft Excel, US GAAP, Auditing, Financial Accounting, Accounting, Finance, Financial Analysis
Education
Northern Arizona University 2012 — 2013
Master of Business Administration (MBA), Emphasis in Accounting
Northern Arizona University 2008 — 2011
Bachelor of Science (B.S.), Accounting
Gary Scheetz Gary Scheetz's Vanguard Experience February 2013 - Present
Job Service Recovery Supervisor at Vanguard
Industry Financial Services
Experience
Vanguard February 2013 - Present
Vanguard October 2010 - February 2013
Vanguard August 2008 - October 2010
Skills
Service Recovery, Leadership, Management, Employee Engagement, Call Centers, Series 24, Series 7, Series 63, Securities, Process Improvement
Education
Northern Arizona University 2004 — 2008
Bachelor of Science (B.S.), Business Administration and Management, General
Northern Arizona University-The W. A. Franke College of Business 2004 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Vanguard February 2013 - Present
Vanguard October 2010 - February 2013
Vanguard August 2008 - October 2010
Skills
Service Recovery, Leadership, Management, Employee Engagement, Call Centers, Series 24, Series 7, Series 63, Securities, Process Improvement
Education
Northern Arizona University 2004 — 2008
Bachelor of Science (B.S.), Business Administration and Management, General
Northern Arizona University-The W. A. Franke College of Business 2004 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Melinda Frankel, QPA, QKA Melinda Frankel, QPA, QKA's Vanguard Experience November 1998 - Present
Job Senior Client Relationship Administrator
Industry Financial Services
Experience
Vanguard November 1998 - Present
Guitars not Guns March 2013 - Present
Best Access Systems October 1994 - October 1998
Skills
Defined Contribution, 401k, Defined Benefit, Retirement Plan..., ERISA, Relationship Management, Project Management, Customer Service, Investments, Mutual Funds, Retirement Planning, Asset Allocation, Financial Services, Retirement, CRM, Leadership, Strategic Planning
Education
Northern Arizona University
Vanguard November 1998 - Present
Guitars not Guns March 2013 - Present
Best Access Systems October 1994 - October 1998
Skills
Defined Contribution, 401k, Defined Benefit, Retirement Plan..., ERISA, Relationship Management, Project Management, Customer Service, Investments, Mutual Funds, Retirement Planning, Asset Allocation, Financial Services, Retirement, CRM, Leadership, Strategic Planning
Education
Northern Arizona University
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
Erika Brant's Vanguard Experience April 2013 - Present
Job Retirement Plans Sales Consultant at Vanguard
Industry Financial Services
Experience
Vanguard April 2013 - Present
Vanguard October 2010 - Present
Vanguard October 2007 - October 2010
Vanguard November 2006 - October 2010
Vanguard April 2008 - September 2008
Vanguard July 2006 - October 2007
Skills
Series 7, Series 63, Series 24, Investments, Mutual Funds, Relationship Management, Leadership, Employment, Talent Management, Project Management
Education
Northern Arizona University 2002 — 2006
Bachelors of Science in Business Administration, Finance and Management, 3.9
The American College 2007 — 2009
Certificate in Financial Planning, Financial Planning and Services
Vanguard April 2013 - Present
Vanguard October 2010 - Present
Vanguard October 2007 - October 2010
Vanguard November 2006 - October 2010
Vanguard April 2008 - September 2008
Vanguard July 2006 - October 2007
Skills
Series 7, Series 63, Series 24, Investments, Mutual Funds, Relationship Management, Leadership, Employment, Talent Management, Project Management
Education
Northern Arizona University 2002 — 2006
Bachelors of Science in Business Administration, Finance and Management, 3.9
The American College 2007 — 2009
Certificate in Financial Planning, Financial Planning and Services
Andrew Tuell Andrew Tuell's Vanguard Experience May 2007 - March 2010
Job Financial Planner at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors November 2014 - Present
AXA Advisors March 2010 - November 2014
Vanguard May 2007 - March 2010
Skills
Investments, Asset Allocation, Risk Management, Business Planning, Life Insurance, Retirement Planning, Retirement Savings, Retirement Benefits, Health Insurance, Long Term Care Insurance, Asset Managment, Estate Planning, Finance, Insurance, 401k, Securities
Education
Northern Arizona University-The W. A. Franke College of Business 2005 — 2007
Finance/Marketing, Finance/Marketing
Tucson High School 1996 — 2000
Lincoln Financial Advisors November 2014 - Present
AXA Advisors March 2010 - November 2014
Vanguard May 2007 - March 2010
Skills
Investments, Asset Allocation, Risk Management, Business Planning, Life Insurance, Retirement Planning, Retirement Savings, Retirement Benefits, Health Insurance, Long Term Care Insurance, Asset Managment, Estate Planning, Finance, Insurance, 401k, Securities
Education
Northern Arizona University-The W. A. Franke College of Business 2005 — 2007
Finance/Marketing, Finance/Marketing
Tucson High School 1996 — 2000
Margaret Brewer Margaret Brewer's Vanguard Experience April 2004 - Present
Job AZ Solution Center at Vanguard
Industry Financial Services
Experience
Vanguard April 2004 - Present
Discover Financial Services February 2002 - March 2004
Discover Financial Services October 1995 - February 2002
Skills
Process Improvement, Quality Assurance, Risk Assessment, Strategy
Education
Northern Arizona University 1990 — 1992
Vanguard April 2004 - Present
Discover Financial Services February 2002 - March 2004
Discover Financial Services October 1995 - February 2002
Skills
Process Improvement, Quality Assurance, Risk Assessment, Strategy
Education
Northern Arizona University 1990 — 1992
Elijah Kearney Elijah Kearney's Vanguard Experience January 2014 - Present
Job Flex Associate at Vanguard
Industry Financial Services
Experience
Vanguard January 2014 - Present
Randstad USA September 2013 - January 2014
TSYS Acquiring Solutions June 2012 - August 2012
Papa John’s Pizza June 2011 - August 2011
Carnegie Borough January 2008 - January 2009
Chartiers Country Club January 2006 - January 2009
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Currency, Investments, Microsoft Dynamics, Bloomberg, SAP, Teamwork, Valuation, Time Management
Education
Northern Arizona University-The W. A. Franke College of Business 2009 — 2013
Bachelor's degree, Finance, Senior
Northern Arizona University
Bachelor of Science, Business Administration; Finance
Vanguard January 2014 - Present
Randstad USA September 2013 - January 2014
TSYS Acquiring Solutions June 2012 - August 2012
Papa John’s Pizza June 2011 - August 2011
Carnegie Borough January 2008 - January 2009
Chartiers Country Club January 2006 - January 2009
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Currency, Investments, Microsoft Dynamics, Bloomberg, SAP, Teamwork, Valuation, Time Management
Education
Northern Arizona University-The W. A. Franke College of Business 2009 — 2013
Bachelor's degree, Finance, Senior
Northern Arizona University
Bachelor of Science, Business Administration; Finance
Casey Yena Casey Yena's Vanguard Experience June 2013 - Present
Job Processing Associate at Vanguard
Industry Financial Services
Experience
Vanguard June 2013 - Present
Delta Sigma Pi - Zeta Omega January 2013 - Present
Arizona Department of Health Services May 2012 - July 2012
Fitness Works December 2008 - August 2011
Mercy Gilbert Hospital February 2008 - October 2008
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Gmail, Google Calendar, Microsoft Word, Press Release..., Outlook, Leadership, Marketing Strategy
Education
Northern Arizona University 2009 — 2013
Bachelor of Science, Finance and Marketing
W. A. Franke College of Business 2009 — 2013
Vanguard June 2013 - Present
Delta Sigma Pi - Zeta Omega January 2013 - Present
Arizona Department of Health Services May 2012 - July 2012
Fitness Works December 2008 - August 2011
Mercy Gilbert Hospital February 2008 - October 2008
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Gmail, Google Calendar, Microsoft Word, Press Release..., Outlook, Leadership, Marketing Strategy
Education
Northern Arizona University 2009 — 2013
Bachelor of Science, Finance and Marketing
W. A. Franke College of Business 2009 — 2013
Savanna Fudge (Davis), MBA Savanna Fudge (Davis), MBA's Vanguard Experience September 2014 - Present
Job High Net Worth Client Relationship Administrator
Industry Financial Services
Experience
Vanguard September 2014 - Present
Vanguard May 2011 - September 2014
WAL-MART STORES, INC June 2010 - August 2010
The Home Depot July 2009 - August 2010
Northern Arizona Council of Governments January 2009 - September 2009
Maurices June 2005 - February 2009
Skills
Customer Service, Leadership, Management, Merchandising, Microsoft Excel, Microsoft Office, Retail
Education
NORTHERN ARIZONA UNIVERSITYTHE W. A. FRANKE COLLEGE OF BUSINESS 2010 — 2011
Master of Business Administration, Management
Northern Arizona University-The W. A. Franke College of Business 2009 — 2010
Bachelor of Science in Business Administration, Management
Yavapai Community College 2007 — 2009
Associate of Arts, Business
Mingus Union High School 2003 — 2007
High School Diploma, General Studies
Vanguard September 2014 - Present
Vanguard May 2011 - September 2014
WAL-MART STORES, INC June 2010 - August 2010
The Home Depot July 2009 - August 2010
Northern Arizona Council of Governments January 2009 - September 2009
Maurices June 2005 - February 2009
Skills
Customer Service, Leadership, Management, Merchandising, Microsoft Excel, Microsoft Office, Retail
Education
NORTHERN ARIZONA UNIVERSITYTHE W. A. FRANKE COLLEGE OF BUSINESS 2010 — 2011
Master of Business Administration, Management
Northern Arizona University-The W. A. Franke College of Business 2009 — 2010
Bachelor of Science in Business Administration, Management
Yavapai Community College 2007 — 2009
Associate of Arts, Business
Mingus Union High School 2003 — 2007
High School Diploma, General Studies
Monika Tyree, CFA® Monika Tyree, CFA®'s Vanguard Experience January 2001 - April 2006
Job Portfolio Manager & Vice President at Northern Trust
Industry Investment Management
Experience
Northern Trust August 2010 - Present
Northern Trust May 2006 - August 2010
Vanguard January 2001 - April 2006
Skills
CFA Level III..., Asset Allocation, Investments, Series 7, Portfolio Management, Estate Planning, Investment Strategies, Chartered Financial..., Investment Management
Education
Northern Arizona University, College of Business Administration 1995 — 1999
Bachelor of Science (B.S.), Finance, Cum Laude
Northern Trust August 2010 - Present
Northern Trust May 2006 - August 2010
Vanguard January 2001 - April 2006
Skills
CFA Level III..., Asset Allocation, Investments, Series 7, Portfolio Management, Estate Planning, Investment Strategies, Chartered Financial..., Investment Management
Education
Northern Arizona University, College of Business Administration 1995 — 1999
Bachelor of Science (B.S.), Finance, Cum Laude
Jacqueline Carnevale, CFP®'s Vanguard Experience July 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
Vanguard July 2015 - Present
Vanguard April 2013 - July 2015
J.B. Martin Insurance Agency December 2008 - April 2013
Jamba Juice December 2006 - December 2008
La Madeleine March 2000 - November 2006
Skills
Customer Service, Team Building, Leadership, Customer Satisfaction, Team Leadership, Sales, Microsoft Excel, Microsoft Office, Microsoft Word, Training, PowerPoint, Outlook, Operations Management, Management, Finance, Negotiation, Series 7, Investments, Financial Services, Mutual Funds
Education
Northern Arizona University 2010 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General, Magna Cum Laude
Paradise Valley Community College 2009 — 2010
Associate of Science (A.S.), Business Administration and Management, General
Vanguard July 2015 - Present
Vanguard April 2013 - July 2015
J.B. Martin Insurance Agency December 2008 - April 2013
Jamba Juice December 2006 - December 2008
La Madeleine March 2000 - November 2006
Skills
Customer Service, Team Building, Leadership, Customer Satisfaction, Team Leadership, Sales, Microsoft Excel, Microsoft Office, Microsoft Word, Training, PowerPoint, Outlook, Operations Management, Management, Finance, Negotiation, Series 7, Investments, Financial Services, Mutual Funds
Education
Northern Arizona University 2010 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General, Magna Cum Laude
Paradise Valley Community College 2009 — 2010
Associate of Science (A.S.), Business Administration and Management, General
Otisha (Ayesha) Nathaniel Otisha (Ayesha) Nathaniel's Vanguard Experience September 2003 - May 2005
Job Attended Accelerated Six Figure Copywriting AWAI
Industry Writing and Editing
Experience
Verizon Wireless April 2009 - February 2013
Alltel Wireless July 2005 - April 2009
Vanguard September 2003 - May 2005
Honda Cars of Monroe July 2003 - September 2003
Sprint November 2002 - July 2003
Sun Life Financial April 2001 - October 2002
Cingular 1998 - 2001
Boston Communications Group June 1997 - September 1999
Skills
Circle of Success..., Training, Call Centers, Sales Operations, Sales, Marketing, Human Resources, Customer Service, Analysis, Employee Benefits, Copywriting, Policy, Real Estate, Customer Retention, Customer Satisfaction, Direct Sales
Education
Recording Connection 2012 — 2012
Northeastern University 1991 — 1995
Worked toward Bachelor of Science Degree, Psychology/Minor in African American Studies
Verizon Wireless April 2009 - February 2013
Alltel Wireless July 2005 - April 2009
Vanguard September 2003 - May 2005
Honda Cars of Monroe July 2003 - September 2003
Sprint November 2002 - July 2003
Sun Life Financial April 2001 - October 2002
Cingular 1998 - 2001
Boston Communications Group June 1997 - September 1999
Skills
Circle of Success..., Training, Call Centers, Sales Operations, Sales, Marketing, Human Resources, Customer Service, Analysis, Employee Benefits, Copywriting, Policy, Real Estate, Customer Retention, Customer Satisfaction, Direct Sales
Education
Recording Connection 2012 — 2012
Northeastern University 1991 — 1995
Worked toward Bachelor of Science Degree, Psychology/Minor in African American Studies
Alexis Mann Alexis Mann's Vanguard Experience August 2015 - Present
Job Fund Financial Analyst for Fixed Income at Vanguard
Industry Financial Services
Experience
Vanguard August 2015 - Present
Vanguard June 2014 - August 2015
W.A. Franke College of Business August 2013 - December 2013
Charles Schwab June 2013 - August 2013
J&Y World Solutions May 2012 - August 2012
Baskin Robbins August 2009 - August 2011
Skills
Series 7, Microsoft Excel, Finance, Computer Information..., Microsoft Visual Studio..., Visio, Radian6, Microsoft SQL Server, PowerPoint, Tableau, Microsoft Word, SharePoint, Microsoft Office, RapidMiner, Visual Basic, Social Networking, QuickBooks
Education
Northern Arizona University, College of Business Administration 2011 — 2014
Bachelor of Science (B.S.), Computer Information Systems and Finance
Vanguard August 2015 - Present
Vanguard June 2014 - August 2015
W.A. Franke College of Business August 2013 - December 2013
Charles Schwab June 2013 - August 2013
J&Y World Solutions May 2012 - August 2012
Baskin Robbins August 2009 - August 2011
Skills
Series 7, Microsoft Excel, Finance, Computer Information..., Microsoft Visual Studio..., Visio, Radian6, Microsoft SQL Server, PowerPoint, Tableau, Microsoft Word, SharePoint, Microsoft Office, RapidMiner, Visual Basic, Social Networking, QuickBooks
Education
Northern Arizona University, College of Business Administration 2011 — 2014
Bachelor of Science (B.S.), Computer Information Systems and Finance
Ryan Goodman, MBA's Vanguard Experience October 2015 - Present
Job Financial Advisor at Vanguard
Industry Financial Services
Experience
Vanguard October 2015 - Present
Vanguard May 2010 - October 2015
Skills
Real Estate, Series 6, Series 63, Investments, Financial Analysis, Mutual Funds, Asset Allocation, Retirement Planning, Equities, Retirement, Wealth Management, Securities, Finance, Analysis, IRAs, Fixed Annuities, 401k
Education
University of Louisiana at Monroe 2013 — 2015
Master of Business Administration (M.B.A.), 3.70 GPA
Northern Arizona University 2006 — 2010
Bachelor of Science in Business Administration (B.S.B.A.), Finance, Investments, 3.77 GPA
Desert Vista High School 2002 — 2006
High School
Vanguard October 2015 - Present
Vanguard May 2010 - October 2015
Skills
Real Estate, Series 6, Series 63, Investments, Financial Analysis, Mutual Funds, Asset Allocation, Retirement Planning, Equities, Retirement, Wealth Management, Securities, Finance, Analysis, IRAs, Fixed Annuities, 401k
Education
University of Louisiana at Monroe 2013 — 2015
Master of Business Administration (M.B.A.), 3.70 GPA
Northern Arizona University 2006 — 2010
Bachelor of Science in Business Administration (B.S.B.A.), Finance, Investments, 3.77 GPA
Desert Vista High School 2002 — 2006
High School
Jaimee Elder Jaimee Elder's Vanguard Experience August 2015 - Present
Job Training Delivery Coordinator at Vanguard
Industry Financial Services
Experience
Vanguard August 2015 - Present
Vanguard June 2013 - Present
Alpine Bank May 2012 - August 2012
W.A. Franke College of BusinessNorthern Arizona University January 2012 - May 2012
The Stone House November 2008 - July 2011
San Juan Gardens May 2007 - July 2011
Northern Arizona University August 2010 - May 2011
Skills
Customer Engagement, International Business..., Tenacious, Customer Service, Event Management, Newsletters, Public Speaking, Event Planning, Microsoft Office, Education, PowerPoint, Social Networking, Investments, Banking, Facebook, Teamwork, Finance, Business, Social Media, Blogging, Research, Outlook, Networking, Microsoft Excel, Data Entry, Leadership, Higher Education, Customer Satisfaction, Microsoft Word
Education
Northern Arizona University 2009 — 2013
Bachelor of Science in Business Administration, Major in Management, Certificate in Marketing & Promotions, Minor in Chinese, Minor in Asian Studies
University of Newcastle 2011 — 2011
Management, Marketing, Finance
Vanguard August 2015 - Present
Vanguard June 2013 - Present
Alpine Bank May 2012 - August 2012
W.A. Franke College of BusinessNorthern Arizona University January 2012 - May 2012
The Stone House November 2008 - July 2011
San Juan Gardens May 2007 - July 2011
Northern Arizona University August 2010 - May 2011
Skills
Customer Engagement, International Business..., Tenacious, Customer Service, Event Management, Newsletters, Public Speaking, Event Planning, Microsoft Office, Education, PowerPoint, Social Networking, Investments, Banking, Facebook, Teamwork, Finance, Business, Social Media, Blogging, Research, Outlook, Networking, Microsoft Excel, Data Entry, Leadership, Higher Education, Customer Satisfaction, Microsoft Word
Education
Northern Arizona University 2009 — 2013
Bachelor of Science in Business Administration, Major in Management, Certificate in Marketing & Promotions, Minor in Chinese, Minor in Asian Studies
University of Newcastle 2011 — 2011
Management, Marketing, Finance
Eric Stivers Eric Stivers's Vanguard Experience June 2015 - Present
Job Brokerage Professional
Industry Financial Services
Experience
Vanguard June 2015 - Present
Vanguard August 2013 - June 2015
Vanguard January 2013 - August 2013
Northern Arizona University August 2008 - December 2012
Buffalo Wild Wings August 2009 - November 2011
Lancaster Wings Inc September 2010 - October 2011
Buffalo Wild Wings September 2009 - October 2011
Superior Truck Lines June 2006 - August 2008
Skills
Scuba Diving, PowerPoint, Microsoft Office, Market Research, Entrepreneurship, Basketball, Lacrosse, Marketing Strategy, Public Speaking, Leadership, Marketing, Time Management, Brokerage, Customer Service, Finance, Financial Analysis, Sales
Education
Northern Arizona University 2008 — 2012
Bachelor of Science (BS), Finance, General
Northern Arizona University 2008 — 2012
Bachelor's degree, Marketing/Marketing Management, General
Northern Arizona University-The W. A. Franke College of Business 2008 — 2012
THE W.A. FRANKE COLLEGE OF BUSINESS 2008 — 2012
Bachelor of Science, Business Administration – Finance & Marketing
Vanguard June 2015 - Present
Vanguard August 2013 - June 2015
Vanguard January 2013 - August 2013
Northern Arizona University August 2008 - December 2012
Buffalo Wild Wings August 2009 - November 2011
Lancaster Wings Inc September 2010 - October 2011
Buffalo Wild Wings September 2009 - October 2011
Superior Truck Lines June 2006 - August 2008
Skills
Scuba Diving, PowerPoint, Microsoft Office, Market Research, Entrepreneurship, Basketball, Lacrosse, Marketing Strategy, Public Speaking, Leadership, Marketing, Time Management, Brokerage, Customer Service, Finance, Financial Analysis, Sales
Education
Northern Arizona University 2008 — 2012
Bachelor of Science (BS), Finance, General
Northern Arizona University 2008 — 2012
Bachelor's degree, Marketing/Marketing Management, General
Northern Arizona University-The W. A. Franke College of Business 2008 — 2012
THE W.A. FRANKE COLLEGE OF BUSINESS 2008 — 2012
Bachelor of Science, Business Administration – Finance & Marketing
Trey Rhyne, MBA, OCJA Trey Rhyne, MBA, OCJA's Vanguard Experience May 2006 - August 2006
Job Software Engineer at Premier, Inc
Industry Banking
Experience
Premier, Inc July 2015 - Present
Premier healthcare alliance May 2013 - June 2015
Wells Fargo March 2011 - May 2013
Engage Charlotte January 2010 - December 2011
Wells Fargo October 2009 - March 2010
Wachovia, A Wells Fargo Company June 2007 - October 2009
Wachovia, A Wells Fargo Company June 2007 - May 2008
UNC Charlotte SIFE May 2006 - May 2007
Vanguard May 2006 - August 2006
UNC Charlotte May 2004 - May 2006
Skills
Java, JUnit, Flex, Adobe AIR, FlexUnit, Eclipse, Spring, HTML, CSS, JSP, Maven, Ant, Sonar, RAD, EasyMock, SoapUI, CVS, CVSNT, SVN, ClearCase, ClearQuest, Microsoft Office, ActionScript, Software Documentation, Visio, Websphere, Agile Methodologies
Education
Northeastern University 2012 — 2014
Master of Business Administration (M.B.A.), High Technology Management
University of North Carolina at Charlotte 2003 — 2007
Computer Science, Computing and Informatics
Premier, Inc July 2015 - Present
Premier healthcare alliance May 2013 - June 2015
Wells Fargo March 2011 - May 2013
Engage Charlotte January 2010 - December 2011
Wells Fargo October 2009 - March 2010
Wachovia, A Wells Fargo Company June 2007 - October 2009
Wachovia, A Wells Fargo Company June 2007 - May 2008
UNC Charlotte SIFE May 2006 - May 2007
Vanguard May 2006 - August 2006
UNC Charlotte May 2004 - May 2006
Skills
Java, JUnit, Flex, Adobe AIR, FlexUnit, Eclipse, Spring, HTML, CSS, JSP, Maven, Ant, Sonar, RAD, EasyMock, SoapUI, CVS, CVSNT, SVN, ClearCase, ClearQuest, Microsoft Office, ActionScript, Software Documentation, Visio, Websphere, Agile Methodologies
Education
Northeastern University 2012 — 2014
Master of Business Administration (M.B.A.), High Technology Management
University of North Carolina at Charlotte 2003 — 2007
Computer Science, Computing and Informatics
Chas Sinquefield's Vanguard Experience May 2004 - August 2004
Job Hospitality Industry
Industry Events Services
Experience
Wally's Beverly Hills October 2014 - August 2015
Mesa Community College November 2011 - August 2013
BIG YAM, The Parsons Agency May 2010 - November 2011
Rowland Constructors October 2005 - May 2010
Greater Phoenix Urban League October 2004 - October 2005
Vanguard May 2004 - August 2004
Skills
Marketing, Public Relations, Project Management, New Business Development, Submittals, Public Speaking, Strategic Communications, Team Building, Publicity, Media Relations, Press Releases, Newsletters, Trade Shows, Marketing Communications, Commercial Real Estate, Team Leadership, Event Planning, Small Business, Speech Writing, Crisis Communications, Social Media Marketing, Online Marketing, Marketing Strategy, Social Networking, Community Outreach, Communication, Corporate Communications, Strategic Partnerships, Client Liaison, Manage Client..., Client Development, Construction Management, Contract Negotiation, Event Management, Events Coordination, Event Producing, Instruction, College Teaching, Teaching Adults, Teamwork, Copywriting, Advertising
Education
Northern Arizona University 2001 — 2004
Master of Education (M.Ed.), Educational Psychology/ Counseling/Human Relations
Northern Arizona University 1997 — 2001
Bachelor's degree, Speech Communication and Rhetoric
Wally's Beverly Hills October 2014 - August 2015
Mesa Community College November 2011 - August 2013
BIG YAM, The Parsons Agency May 2010 - November 2011
Rowland Constructors October 2005 - May 2010
Greater Phoenix Urban League October 2004 - October 2005
Vanguard May 2004 - August 2004
Skills
Marketing, Public Relations, Project Management, New Business Development, Submittals, Public Speaking, Strategic Communications, Team Building, Publicity, Media Relations, Press Releases, Newsletters, Trade Shows, Marketing Communications, Commercial Real Estate, Team Leadership, Event Planning, Small Business, Speech Writing, Crisis Communications, Social Media Marketing, Online Marketing, Marketing Strategy, Social Networking, Community Outreach, Communication, Corporate Communications, Strategic Partnerships, Client Liaison, Manage Client..., Client Development, Construction Management, Contract Negotiation, Event Management, Events Coordination, Event Producing, Instruction, College Teaching, Teaching Adults, Teamwork, Copywriting, Advertising
Education
Northern Arizona University 2001 — 2004
Master of Education (M.Ed.), Educational Psychology/ Counseling/Human Relations
Northern Arizona University 1997 — 2001
Bachelor's degree, Speech Communication and Rhetoric
Adam DiBiase Adam DiBiase's Vanguard Experience June 2006 - January 2007
Job Sourcing Manager for Leadership and Executive Search
Industry Staffing and Recruiting
Experience
Y Scouts July 2014 - Present
Valley of the Sun United Way May 2012 - July 2014
Valley of the Sun United Way January 2007 - May 2012
Vanguard June 2006 - January 2007
Vanguard June 2005 - June 2006
Skills
Volunteer Management, Fundraising, Philanthropy, Community Development, Leadership, Nonprofits, Public Speaking, Strategic Planning, Annual Giving, Event Planning, Board Development, Community Outreach, Grant Writing, Program Development, Resource Development, Media Relations, Stewardship, Grants, Public Relations, Event Management, Talent Acquisition, Boolean Searching, Recruiting, Internet Recruiting, Organizational..., Market Research, Online Research, Nonprofit Consulting
Education
Northern Arizona University 2010 — 2013
Master of Arts (M.A.), Applied Communication
Northern Arizona University 2001 — 2005
Bachelor of Science (BS), American Political Studies
Y Scouts July 2014 - Present
Valley of the Sun United Way May 2012 - July 2014
Valley of the Sun United Way January 2007 - May 2012
Vanguard June 2006 - January 2007
Vanguard June 2005 - June 2006
Skills
Volunteer Management, Fundraising, Philanthropy, Community Development, Leadership, Nonprofits, Public Speaking, Strategic Planning, Annual Giving, Event Planning, Board Development, Community Outreach, Grant Writing, Program Development, Resource Development, Media Relations, Stewardship, Grants, Public Relations, Event Management, Talent Acquisition, Boolean Searching, Recruiting, Internet Recruiting, Organizational..., Market Research, Online Research, Nonprofit Consulting
Education
Northern Arizona University 2010 — 2013
Master of Arts (M.A.), Applied Communication
Northern Arizona University 2001 — 2005
Bachelor of Science (BS), American Political Studies
Martin Thornbrew Martin Thornbrew's Vanguard Experience June 2014 - Present
Job
Industry Financial Services
Experience
Vanguard June 2014 - Present
Skills
Investments, Research, Data Analysis, Microsoft Excel, Financial Analysis, Portfolio Management, PowerPoint, Microsoft Office, Access, Analysis, Microsoft Word, Series 7, Series 63, Leadership, Team Building, Retirement Planning, Retirement, IRAs, Series 6, Asset Allocation, Mutual Funds, Wealth Management, Relationship Management
Education
Northern Arizona University 1999 — 2003
Bachelor of Science (B.S.)
Bradshaw Mountain High School 1995 — 1999
Vanguard June 2014 - Present
Skills
Investments, Research, Data Analysis, Microsoft Excel, Financial Analysis, Portfolio Management, PowerPoint, Microsoft Office, Access, Analysis, Microsoft Word, Series 7, Series 63, Leadership, Team Building, Retirement Planning, Retirement, IRAs, Series 6, Asset Allocation, Mutual Funds, Wealth Management, Relationship Management
Education
Northern Arizona University 1999 — 2003
Bachelor of Science (B.S.)
Bradshaw Mountain High School 1995 — 1999
Tyler Milkovitz's Vanguard Experience May 2014 - Present
Job Fund Financial Associate at Vanguard
Industry Financial Services
Experience
Vanguard May 2014 - Present
Robinson & Robinson Investment Firm June 2013 - January 2014
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Access, Sales, Photoshop, Social Networking, Marketing, Social Media, Leadership, Time Management, Finance, Research, Data Analysis
Education
Shippensburg University of Pennsylvania 2011 — 2014
Bachelor of Science (BS), Finance
Northampton Community College 2010 — 2011
General Studies, Business Administration and Management, General
Easton Area High School 2006 — 2010
High School Diploma
Vanguard May 2014 - Present
Robinson & Robinson Investment Firm June 2013 - January 2014
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Access, Sales, Photoshop, Social Networking, Marketing, Social Media, Leadership, Time Management, Finance, Research, Data Analysis
Education
Shippensburg University of Pennsylvania 2011 — 2014
Bachelor of Science (BS), Finance
Northampton Community College 2010 — 2011
General Studies, Business Administration and Management, General
Easton Area High School 2006 — 2010
High School Diploma
Adam Thul Adam Thul's Vanguard Experience August 2015 - Present
Job Representative at Vanguard Financial
Industry Accounting
Experience
Vanguard August 2015 - Present
Peoria Nissan December 2014 - June 2015
Moss Adams LLP June 2014 - August 2014
NAU Campus Recreation Services August 2013 - June 2014
Walmart January 2013 - August 2013
Cracker Barrel May 2012 - September 2012
Arizona Precision Sheet Metal February 2011 - April 2011
Skills
Customer Service, PowerPoint, Accounting, Microsoft Excel, Social Networking, Team Leadership, Microsoft Office, Manufacturing, Fast Learner, Respect, Ethics, Microsoft Word, Organizing, Information Discovery, Troubleshooting, Talking Points, Cash Handling Experience, Motorcycles, Cars, Planning, Team Management, Discipline, Sheet Metal, Mathematics, Hardware, Internet, Cashiering, Time Management, Sales, Public Speaking
Education
Northern Arizona University 2011 — 2014
Bachelor's Degree, Finance, 3.01/4.0
Vanguard August 2015 - Present
Peoria Nissan December 2014 - June 2015
Moss Adams LLP June 2014 - August 2014
NAU Campus Recreation Services August 2013 - June 2014
Walmart January 2013 - August 2013
Cracker Barrel May 2012 - September 2012
Arizona Precision Sheet Metal February 2011 - April 2011
Skills
Customer Service, PowerPoint, Accounting, Microsoft Excel, Social Networking, Team Leadership, Microsoft Office, Manufacturing, Fast Learner, Respect, Ethics, Microsoft Word, Organizing, Information Discovery, Troubleshooting, Talking Points, Cash Handling Experience, Motorcycles, Cars, Planning, Team Management, Discipline, Sheet Metal, Mathematics, Hardware, Internet, Cashiering, Time Management, Sales, Public Speaking
Education
Northern Arizona University 2011 — 2014
Bachelor's Degree, Finance, 3.01/4.0
Kaitlin West Kaitlin West's Vanguard Experience February 2014 - Present
Job Attended Northern Arizona University
Industry
Experience
Vanguard February 2014 - Present
Skills
Microsoft Office, Customer Service, Public Speaking, Leadership, Microsoft Excel, Research, PowerPoint, Event Planning, Microsoft Word
Education
Northern Arizona University 2009 — 2013
Bachelor of Business Administration (BBA)
Vanguard February 2014 - Present
Skills
Microsoft Office, Customer Service, Public Speaking, Leadership, Microsoft Excel, Research, PowerPoint, Event Planning, Microsoft Word
Education
Northern Arizona University 2009 — 2013
Bachelor of Business Administration (BBA)
Iman Long Iman Long's Vanguard Experience August 2013 - August 2014
Job Internal Communication Specialist at Siemens Healthcare
Industry Marketing and Advertising
Experience
Siemens Healthcare June 2015 - Present
RDA Associates September 2014 - Present
Vanguard August 2013 - August 2014
3LI GROUP April 2010 - August 2011
Life Quotes August 2009 - March 2010
ESM Association October 2008 - July 2009
Skills
Google Analytics, Type 80 WPM, Marketing Plan Creation, Marketing Research, Business Writing, SEO, Mac OS, Social Media Blogging, Blogging, Newsletters, Advertising, Marketing Strategy, Press Releases, Public Relations, Social Media Marketing, Writing
Education
Saint Joseph's University 2014 — 2016
Master's degree, Writing, General
North Central College 2005 — 2009
Bachelor of Arts (BA), Marketing, Magna Cum Laude
Siemens Healthcare June 2015 - Present
RDA Associates September 2014 - Present
Vanguard August 2013 - August 2014
3LI GROUP April 2010 - August 2011
Life Quotes August 2009 - March 2010
ESM Association October 2008 - July 2009
Skills
Google Analytics, Type 80 WPM, Marketing Plan Creation, Marketing Research, Business Writing, SEO, Mac OS, Social Media Blogging, Blogging, Newsletters, Advertising, Marketing Strategy, Press Releases, Public Relations, Social Media Marketing, Writing
Education
Saint Joseph's University 2014 — 2016
Master's degree, Writing, General
North Central College 2005 — 2009
Bachelor of Arts (BA), Marketing, Magna Cum Laude
Sean P. McMillen Sean P. McMillen's Vanguard Experience March 1997 - May 2000
Job Senior Project Executive at IBM
Industry Computer Software
Experience
IBM August 2014 - Present
IBM June 2000 - August 2014
Vanguard March 1997 - May 2000
Skills
IBM Mainframe, Software Design, ISPF, REXX, Java Enterprise Edition, z/OS, Java, TSO, JCL, Software Engineering, MVS, SQL, Cloud Computing, Software Development, Agile Methodologies, Testing, Unix, Operating Systems, SDLC, Databases, Project Management, Management
Education
University of Phoenix 2001 — 2003
Masters of Science, Computer and Information Sciences, General, 4.0
Northern Arizona University, College of Business Administration 1993 — 1997
Bachelors of Science, Economics, 3.4
IBM August 2014 - Present
IBM June 2000 - August 2014
Vanguard March 1997 - May 2000
Skills
IBM Mainframe, Software Design, ISPF, REXX, Java Enterprise Edition, z/OS, Java, TSO, JCL, Software Engineering, MVS, SQL, Cloud Computing, Software Development, Agile Methodologies, Testing, Unix, Operating Systems, SDLC, Databases, Project Management, Management
Education
University of Phoenix 2001 — 2003
Masters of Science, Computer and Information Sciences, General, 4.0
Northern Arizona University, College of Business Administration 1993 — 1997
Bachelors of Science, Economics, 3.4
Kevin Pozzi's Vanguard Experience March 2013 - August 2015
Job Investment Professional at Vanguard
Industry Financial Services
Experience
VEREIT, Inc. September 2015 - Present
Vanguard March 2013 - August 2015
Vanguard July 2012 - March 2013
Skills
Financial Guidance, Financial Services, Investments, Series 7, Series 63, Mutual Funds, Equities, Asset Allocation, Peer Mentoring, Microsoft Word, Microsoft Excel, PowerPoint, Data Analysis, Consultative Selling, Teamwork, Time Management, Leadership
Education
Northern Arizona University 2008 — 2012
Bachelor's, Finance
La Salle High School 2004 — 2008
VEREIT, Inc. September 2015 - Present
Vanguard March 2013 - August 2015
Vanguard July 2012 - March 2013
Skills
Financial Guidance, Financial Services, Investments, Series 7, Series 63, Mutual Funds, Equities, Asset Allocation, Peer Mentoring, Microsoft Word, Microsoft Excel, PowerPoint, Data Analysis, Consultative Selling, Teamwork, Time Management, Leadership
Education
Northern Arizona University 2008 — 2012
Bachelor's, Finance
La Salle High School 2004 — 2008
William Willard William Willard's Vanguard Experience February 2006 - November 2011
Job Business Solutions Analyst at Capital Lumber
Industry Building Materials
Experience
Capital Lumber August 2015 - Present
Syntel February 2015 - August 2015
AIG August 2013 - February 2015
Charles Schwab November 2011 - August 2013
Vanguard February 2006 - November 2011
Skills
Agile Methodologies, Leadership, Quality Assurance, SQL, SDLC, Software Development, Business Analysis, Microsoft Office, Requirements Analysis, Microsoft Word, Business Process, Customer Service, Finance, Data Analysis, Training, Visio, Problem Solving, Hardware, Management, Salesforce.com, Process Improvement, SharePoint, Software Installation, Team Building, Project Management
Education
Northern Arizona University 2014 — 2015
Bachelor’s Degree, Computer and Information Sciences, General
Rio Salado College 2014 — 2014
Certificate, Programming
Western Governors University 2013 — 2013
Master of Business Administration (M.B.A.), Management, Leadership and Strategy
Northcentral University 2009 — 2010
Bachelor’s Degree, Business Administration and Management, General, 3.95
Capital Lumber August 2015 - Present
Syntel February 2015 - August 2015
AIG August 2013 - February 2015
Charles Schwab November 2011 - August 2013
Vanguard February 2006 - November 2011
Skills
Agile Methodologies, Leadership, Quality Assurance, SQL, SDLC, Software Development, Business Analysis, Microsoft Office, Requirements Analysis, Microsoft Word, Business Process, Customer Service, Finance, Data Analysis, Training, Visio, Problem Solving, Hardware, Management, Salesforce.com, Process Improvement, SharePoint, Software Installation, Team Building, Project Management
Education
Northern Arizona University 2014 — 2015
Bachelor’s Degree, Computer and Information Sciences, General
Rio Salado College 2014 — 2014
Certificate, Programming
Western Governors University 2013 — 2013
Master of Business Administration (M.B.A.), Management, Leadership and Strategy
Northcentral University 2009 — 2010
Bachelor’s Degree, Business Administration and Management, General, 3.95
Brian (Chip) Dean's Vanguard Experience August 2012 - Present
Job Investment Consultant at Vanguard
Industry Financial Services
Experience
Vanguard August 2012 - Present
Skills
Mutual Funds, Series 7, Series 63, Leadership, Sales, Relationship Management, Team Building, Communication, Collaborative Problem...
Education
Northern Arizona University 2006 — 2011
Bachelor of Arts (B.A.), History
Vanguard August 2012 - Present
Skills
Mutual Funds, Series 7, Series 63, Leadership, Sales, Relationship Management, Team Building, Communication, Collaborative Problem...
Education
Northern Arizona University 2006 — 2011
Bachelor of Arts (B.A.), History
Amy Beth Sisson Amy Beth Sisson's Vanguard Experience June 1998 - February 2000
Job Business Analyst
Industry Financial Services
Experience
Towers Watson January 2010 - Present
Towers Perrin 1997 - January 2010
Vanguard June 1998 - February 2000
Towers Perrin July 1995 - July 1998
Reality Online March 1994 - June 1995
McCarter & English, LLP September 1987 - September 1988
Superior Court of New Jersey August 1986 - August 1987
Skills
Software Requirements, Software Project..., Business Analysis, Requirements Analysis, SDLC, Project Management, Process Improvement, SharePoint, Risk Management, Agile Methodolgy, Testing, Microsoft Excel, Team Leadership, Management, Software Documentation, Leadership
Education
Northeastern University School of Law 1981 — 1985
JD
University of Massachusetts Boston 1978 — 1981
BA, Magna Cum Laude, Philosphy, English
Towers Watson January 2010 - Present
Towers Perrin 1997 - January 2010
Vanguard June 1998 - February 2000
Towers Perrin July 1995 - July 1998
Reality Online March 1994 - June 1995
McCarter & English, LLP September 1987 - September 1988
Superior Court of New Jersey August 1986 - August 1987
Skills
Software Requirements, Software Project..., Business Analysis, Requirements Analysis, SDLC, Project Management, Process Improvement, SharePoint, Risk Management, Agile Methodolgy, Testing, Microsoft Excel, Team Leadership, Management, Software Documentation, Leadership
Education
Northeastern University School of Law 1981 — 1985
JD
University of Massachusetts Boston 1978 — 1981
BA, Magna Cum Laude, Philosphy, English
Troy Price Troy Price's Vanguard Experience April 1998 - August 2001
Job Communications Specialist
Industry Public Relations and Communications
Experience
Hanjin Shipping December 2013 - November 2014
Floratech January 2005 - May 2013
DHL May 2002 - November 2004
Bank First January 2001 - April 2002
Vanguard April 1998 - August 2001
Salt River Project June 1995 - December 1998
The Pointe & Gosnell Builders 1987 - 1988
Skills
Customer Service, Project Management, Social Media Marketing, Marketing, Purchasing, Team Building, Advertising, Management, Marketing Communications, Online Marketing, Public Relations, Event Management, Corporate Communications, Social Networking, Media Relations, Event Planning, Facebook, Social Media, Press Releases, Customer Satisfaction, Blogging, International Sales, Communication, International Business, Business Strategy, Sales Process, Marketing Strategy, Sales
Education
Northern Arizona University 1988 — 1991
Bachelor's degree, Public Relations/Image Management
Hanjin Shipping December 2013 - November 2014
Floratech January 2005 - May 2013
DHL May 2002 - November 2004
Bank First January 2001 - April 2002
Vanguard April 1998 - August 2001
Salt River Project June 1995 - December 1998
The Pointe & Gosnell Builders 1987 - 1988
Skills
Customer Service, Project Management, Social Media Marketing, Marketing, Purchasing, Team Building, Advertising, Management, Marketing Communications, Online Marketing, Public Relations, Event Management, Corporate Communications, Social Networking, Media Relations, Event Planning, Facebook, Social Media, Press Releases, Customer Satisfaction, Blogging, International Sales, Communication, International Business, Business Strategy, Sales Process, Marketing Strategy, Sales
Education
Northern Arizona University 1988 — 1991
Bachelor's degree, Public Relations/Image Management
Dezmond O'Dell Dezmond O'Dell's Vanguard Experience March 2014 - August 2014
Job Professional call center expert leading companies front line crew for years to come
Industry Banking
Experience
USAA December 2014 - Present
Vanguard March 2014 - August 2014
Plexus Worldwide September 2012 - April 2014
Petrified Forest National Park June 2009 - August 2012
Skills
Press Releases, Public Relations, Facebook, Media Relations, Social Media, Social Networking, Event Planning, Social Media Marketing, Blogging, Strategic Communications, Internal Communications, Event Management, Editing, Copywriting, Newsletters, Marketing, Customer Service, Leadership, Public Speaking, Management
Education
Northern Arizona University 2015 — 2016
Master of Business Administration (MBA), Project Management
Northern Arizona University 2011 — 2013
Bachelor's degree, Communication Studies With Emphasis on Organizational Communication, 3.5
USAA December 2014 - Present
Vanguard March 2014 - August 2014
Plexus Worldwide September 2012 - April 2014
Petrified Forest National Park June 2009 - August 2012
Skills
Press Releases, Public Relations, Facebook, Media Relations, Social Media, Social Networking, Event Planning, Social Media Marketing, Blogging, Strategic Communications, Internal Communications, Event Management, Editing, Copywriting, Newsletters, Marketing, Customer Service, Leadership, Public Speaking, Management
Education
Northern Arizona University 2015 — 2016
Master of Business Administration (MBA), Project Management
Northern Arizona University 2011 — 2013
Bachelor's degree, Communication Studies With Emphasis on Organizational Communication, 3.5
John Hancock, CPA John Hancock, CPA's Vanguard Experience June 2008 - November 2008
Job Audit Associate at Schmidt Westergard & Company, PLLC
Industry Accounting
Experience
Schmidt Westergard & Company, PLLC June 2010 - Present
Vanguard June 2008 - November 2008
Skills
Not For Profit, Auditing, External Audit, Engagement, CPA, GAAP, Internal Controls, Financial Analysis, Financial Reporting, Accounting, Financial Accounting, Financial Statements, Microsoft Excel, Microsoft Office
Education
Northern Arizona University 2009 — 2010
Accountancy
Schmidt Westergard & Company, PLLC June 2010 - Present
Vanguard June 2008 - November 2008
Skills
Not For Profit, Auditing, External Audit, Engagement, CPA, GAAP, Internal Controls, Financial Analysis, Financial Reporting, Accounting, Financial Accounting, Financial Statements, Microsoft Excel, Microsoft Office
Education
Northern Arizona University 2009 — 2010
Accountancy
Faith Tesoriero Faith Tesoriero's Vanguard Experience October 2006 - August 2007
Job HR Generalist at FamilyCare, Inc
Industry Human Resources
Experience
FamilyCare Health Plans October 2014 - Present
United Salad Company May 2014 - August 2014
Lennar October 2013 - May 2014
Handwriting Without Tears July 2008 - August 2013
Allegis Group 2007 - 2008
Vanguard October 2006 - August 2007
Vanguard May 2006 - October 2006
Vanguard November 2004 - May 2006
Skills
Human Resources, Employee Benefits, Benefits Administration, Employee Engagement, Employee Relations, HR Investigations, Recruiting, College Recruiting, Job Fairs, Temporary Placement, Technical Recruiting, Applicant Tracking..., Onboarding, New Hire Orientations, Performance Management, Training, Events, Employee Handbooks, FMLA, Workforce Planning, Staff Development
Education
Northern Arizona University
Bachelor of Science (B.S.), Communication and Media Studies
FamilyCare Health Plans October 2014 - Present
United Salad Company May 2014 - August 2014
Lennar October 2013 - May 2014
Handwriting Without Tears July 2008 - August 2013
Allegis Group 2007 - 2008
Vanguard October 2006 - August 2007
Vanguard May 2006 - October 2006
Vanguard November 2004 - May 2006
Skills
Human Resources, Employee Benefits, Benefits Administration, Employee Engagement, Employee Relations, HR Investigations, Recruiting, College Recruiting, Job Fairs, Temporary Placement, Technical Recruiting, Applicant Tracking..., Onboarding, New Hire Orientations, Performance Management, Training, Events, Employee Handbooks, FMLA, Workforce Planning, Staff Development
Education
Northern Arizona University
Bachelor of Science (B.S.), Communication and Media Studies
Kenneth Sluyk Kenneth Sluyk's Vanguard Experience February 2002 - May 2006
Job Pharmacy Clerk at UnitedHealth Group
Industry Hospitality
Experience
UnitedHealth Group June 2012 - Present
Vanguard February 2002 - May 2006
Vanguard January 2001 - February 2002
Education
Scottsdale Community College 2006 — 2008
Associates, Screenwriting
Northern Arizona University 1993 — 1996
Bachelors, Hotel Restaurant Management
UnitedHealth Group June 2012 - Present
Vanguard February 2002 - May 2006
Vanguard January 2001 - February 2002
Education
Scottsdale Community College 2006 — 2008
Associates, Screenwriting
Northern Arizona University 1993 — 1996
Bachelors, Hotel Restaurant Management
Wendy Glass's Vanguard Experience May 2014 - Present
Job Project Manager (PMO) at Vanguard
Industry Financial Services
Experience
Vanguard May 2014 - Present
Vanguard July 2012 - May 2014
Vanguard August 2007 - July 2012
Vanguard September 2005 - August 2007
Vanguard June 1999 - September 2005
Vanguard October 1997 - June 1999
Vanguard September 1995 - October 1997
Vanguard January 1995 - September 1995
Skills
Process Improvement, Business Analysis, Business Process..., Six Sigma, Client Relations Skills, Change Management, Negotiation, Project Management, CRM, Leadership, Data Analysis, Risk Management, Financial Services, Mutual Funds, PMP, Testing, Customer Service, Relationship Management, Visio, Analysis
Education
Northeastern University 2013 — 2015
Master of Science (MS), Project Management
Villanova University 2013 — 2013
Certificate of Completion, Lean Six Sigma Black Belt
Millersville University of Pennsylvania 1990 — 1994
Bachelor of Education (BEd), Secondary Education and Teaching
Vanguard May 2014 - Present
Vanguard July 2012 - May 2014
Vanguard August 2007 - July 2012
Vanguard September 2005 - August 2007
Vanguard June 1999 - September 2005
Vanguard October 1997 - June 1999
Vanguard September 1995 - October 1997
Vanguard January 1995 - September 1995
Skills
Process Improvement, Business Analysis, Business Process..., Six Sigma, Client Relations Skills, Change Management, Negotiation, Project Management, CRM, Leadership, Data Analysis, Risk Management, Financial Services, Mutual Funds, PMP, Testing, Customer Service, Relationship Management, Visio, Analysis
Education
Northeastern University 2013 — 2015
Master of Science (MS), Project Management
Villanova University 2013 — 2013
Certificate of Completion, Lean Six Sigma Black Belt
Millersville University of Pennsylvania 1990 — 1994
Bachelor of Education (BEd), Secondary Education and Teaching
Deanna Anderson Deanna Anderson's Vanguard Experience June 2012 - August 2014
Job Paralegal at Law Office of Kelly J. McDonald, PLLC
Industry Legal Services
Experience
Law Office of Kelly J. McDonald, PLLC August 2014 - Present
Vanguard June 2012 - August 2014
Organized Management Solutions, LLC August 2005 - April 2013
Will2Walk Foundation October 2011 - March 2013
Will2Walk Homecare Services, LLC October 2011 - March 2013
Arizona Association of Health Underwriters August 2007 - June 2012
Kids' Chance of Arizona August 2009 - March 2012
NAWBO Phoenix October 2003 - December 2011
PTPN September 2011 - October 2011
American Society of Landscape Architects - Arizona Chapter October 2008 - October 2010
Skills
Leadership, Entrepreneurship, Non-profits, Event Planning, Event Management, Fundraising, Management, Public Speaking, Strategic Planning, Small Business, Nonprofits, Organizational..., Program Management, Integrated Marketing, Business Development, Budgets, Team Building, Time Management, Leadership Development, Association Management, Operations Management, Strategy, Legal Support Services, Legal Research, Sponsorship Sales, Probate Law
Education
Phoenix College 2013 — 2015
Certificate of Completion (CCL), Paralegal Studies
Northern Arizona University 1997 — 2000
BS, Public Relations
Saguaro High School 1993 — 1997
Law Office of Kelly J. McDonald, PLLC August 2014 - Present
Vanguard June 2012 - August 2014
Organized Management Solutions, LLC August 2005 - April 2013
Will2Walk Foundation October 2011 - March 2013
Will2Walk Homecare Services, LLC October 2011 - March 2013
Arizona Association of Health Underwriters August 2007 - June 2012
Kids' Chance of Arizona August 2009 - March 2012
NAWBO Phoenix October 2003 - December 2011
PTPN September 2011 - October 2011
American Society of Landscape Architects - Arizona Chapter October 2008 - October 2010
Skills
Leadership, Entrepreneurship, Non-profits, Event Planning, Event Management, Fundraising, Management, Public Speaking, Strategic Planning, Small Business, Nonprofits, Organizational..., Program Management, Integrated Marketing, Business Development, Budgets, Team Building, Time Management, Leadership Development, Association Management, Operations Management, Strategy, Legal Support Services, Legal Research, Sponsorship Sales, Probate Law
Education
Phoenix College 2013 — 2015
Certificate of Completion (CCL), Paralegal Studies
Northern Arizona University 1997 — 2000
BS, Public Relations
Saguaro High School 1993 — 1997
Ashley Peelle's Vanguard Experience April 2013 - Present
Job Client Manager at Vanguard
Industry Financial Services
Experience
Vanguard April 2013 - Present
Vanguard June 2010 - April 2013
Vanguard September 2009 - June 2010
The Vanguard Group April 2007 - September 2009
Ameriprise Financial Advisors 2006 - 2007
Skills
Sales Management, Team Leadership, Microsoft Excel, Mutual Funds, Investments, Analysis, Time Management, Relationship Management, Leadership, CRM, Retirement Planning, Management, Business Development
Education
Ottawa University 2008 — 2010
Masters of Business Administration
Northern Arizona University-The W. A. Franke College of Business 2002 — 2006
Business, Marketing
Shadow Mountain 1998 — 2002
Vanguard April 2013 - Present
Vanguard June 2010 - April 2013
Vanguard September 2009 - June 2010
The Vanguard Group April 2007 - September 2009
Ameriprise Financial Advisors 2006 - 2007
Skills
Sales Management, Team Leadership, Microsoft Excel, Mutual Funds, Investments, Analysis, Time Management, Relationship Management, Leadership, CRM, Retirement Planning, Management, Business Development
Education
Ottawa University 2008 — 2010
Masters of Business Administration
Northern Arizona University-The W. A. Franke College of Business 2002 — 2006
Business, Marketing
Shadow Mountain 1998 — 2002
Michael Genovese's Vanguard Experience February 2013 - Present
Job Experienced manager•••Building high performing teams
Industry Financial Services
Experience
Vanguard February 2013 - Present
Vanguard October 2011 - February 2013
Vanguard April 2006 - November 2011
Vanguard November 2004 - April 2006
Vanguard December 2000 - November 2004
Board of Pensions of the Presbyterian Church December 1997 - December 2000
Texas Tech University July 1994 - July 1997
Simmons College 1993 - 1994
Northeastern University 1992 - 1994
Skills
Leadership Development, Project Planning, Event Planning, Process Improvement, Leadership, Project Management, Change Management, Team Building, Coaching, Training, Microsoft Office, Management, Performance Management, Organizational..., Budgets, Strategy, Customer Service, Risk Management, Team Leadership, Employee Relations, Human Resources, Recruiting, Cross-functional Team..., Data Analysis, Employee Benefits, CRM, Financial Services
Education
Saint Joseph's University 2010 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.89
Northeastern University 1992 — 1994
MS, College Student Development and Counseling
Stonehill College 1987 — 1991
BA, Psychology
Holy Cross High School 1983 — 1987
High School Diploma
Vanguard February 2013 - Present
Vanguard October 2011 - February 2013
Vanguard April 2006 - November 2011
Vanguard November 2004 - April 2006
Vanguard December 2000 - November 2004
Board of Pensions of the Presbyterian Church December 1997 - December 2000
Texas Tech University July 1994 - July 1997
Simmons College 1993 - 1994
Northeastern University 1992 - 1994
Skills
Leadership Development, Project Planning, Event Planning, Process Improvement, Leadership, Project Management, Change Management, Team Building, Coaching, Training, Microsoft Office, Management, Performance Management, Organizational..., Budgets, Strategy, Customer Service, Risk Management, Team Leadership, Employee Relations, Human Resources, Recruiting, Cross-functional Team..., Data Analysis, Employee Benefits, CRM, Financial Services
Education
Saint Joseph's University 2010 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.89
Northeastern University 1992 — 1994
MS, College Student Development and Counseling
Stonehill College 1987 — 1991
BA, Psychology
Holy Cross High School 1983 — 1987
High School Diploma
Goubeaux, Nat's Vanguard Experience Client Relationtionship AdminVanguard Group, Inc.2001 - Present
Job Client Relationship Admin at Vanguard
Industry Financial Services
Experience
Vanguard Client Relationtionship AdminVanguard Group, Inc.2001 - Present
Education
Northern Arizona University 2000 — 2004
B.S., Mathematics
Vanguard Client Relationtionship AdminVanguard Group, Inc.2001 - Present
Education
Northern Arizona University 2000 — 2004
B.S., Mathematics
Brian Goss's Vanguard Experience May 2014 - Present
Job Integrated Client Services at Vanguard
Industry Financial Services
Experience
Vanguard May 2014 - Present
Evolve Properties LLC May 2010 - Present
Liberty Mutual Insurance August 2010 - June 2013
Liberty Mutual Insurance April 2008 - August 2010
Washington Mutual October 2006 - March 2008
Washington Mutual October 2004 - October 2006
Northern Arizona University August 1998 - September 2004
Skills
Customer Service, Management, Investment Properties, Real Estate Transactions, Microsoft Office, Insurance, Sales, Call Centers, Customer Satisfaction, Team Building, Real Estate, Finance, Leadership, Process Improvement, Microsoft Excel, Time Management
Education
Northern Arizona University 1998 — 2004
Bachelor of Science (BS), Business Administration and Management, General
Vanguard May 2014 - Present
Evolve Properties LLC May 2010 - Present
Liberty Mutual Insurance August 2010 - June 2013
Liberty Mutual Insurance April 2008 - August 2010
Washington Mutual October 2006 - March 2008
Washington Mutual October 2004 - October 2006
Northern Arizona University August 1998 - September 2004
Skills
Customer Service, Management, Investment Properties, Real Estate Transactions, Microsoft Office, Insurance, Sales, Call Centers, Customer Satisfaction, Team Building, Real Estate, Finance, Leadership, Process Improvement, Microsoft Excel, Time Management
Education
Northern Arizona University 1998 — 2004
Bachelor of Science (BS), Business Administration and Management, General
Willaim Porcelli's Vanguard Experience January 2005 - Present
Job Regional Training Manager at Vanguard
Industry Retail
Experience
Vanguard January 2005 - Present
Enterprise Rent-A-Car April 1998 - January 2005
Education
North Central College 1994 — 1998
Vanguard January 2005 - Present
Enterprise Rent-A-Car April 1998 - January 2005
Education
North Central College 1994 — 1998
W. Morgan Spencer CFP®, AAMS's Vanguard Experience August 2014 - Present
Job Client Relationship Administrator at Vanguard
Industry Financial Services
Experience
Vanguard August 2014 - Present
Charles Schwab February 2011 - September 2012
Dinan & Company April 2010 - February 2011
Charles Schwab June 2008 - April 2010
AZNorth Development, Inc. September 2007 - May 2008
Northern Arizona University January 2006 - May 2008
Skills
Leadership, Financial Analysis, Financial Modeling, Public Speaking, Finance, Negotiation, Strategic Financial..., Risk Management, Team Leadership, New Business Development, Business Analysis, Small Business, Estate Planning, Charitable Giving, Succession Planning, Investments, Gifting Strategies, Business Planning, Market Research, Communication, Technical Writing, Teaching/mentoring, Business Development, Business Succession..., Management, Stock Valuation, Economic Analysis, Technical and..., Financial Planning, Protection..., Relationship Management, Retirement Planning, Supplements to Employee..., Thought Leadership, Wealth Preservation..., Wealth Transfer..., Writing, Insurance, IRA Rollovers, Legacy Planning, Long Term Care Insurance, Lifetime Income..., Life Insurance, Multi-Generational..., Buy-sell Agreements, Business Insurance..., Business Exit Strategy, Asset Protection, 401(k) Rollovers, Financial Services
Education
Northern Arizona University-The W. A. Franke College of Business
Bachelor’s Degree, Finance
Vanguard August 2014 - Present
Charles Schwab February 2011 - September 2012
Dinan & Company April 2010 - February 2011
Charles Schwab June 2008 - April 2010
AZNorth Development, Inc. September 2007 - May 2008
Northern Arizona University January 2006 - May 2008
Skills
Leadership, Financial Analysis, Financial Modeling, Public Speaking, Finance, Negotiation, Strategic Financial..., Risk Management, Team Leadership, New Business Development, Business Analysis, Small Business, Estate Planning, Charitable Giving, Succession Planning, Investments, Gifting Strategies, Business Planning, Market Research, Communication, Technical Writing, Teaching/mentoring, Business Development, Business Succession..., Management, Stock Valuation, Economic Analysis, Technical and..., Financial Planning, Protection..., Relationship Management, Retirement Planning, Supplements to Employee..., Thought Leadership, Wealth Preservation..., Wealth Transfer..., Writing, Insurance, IRA Rollovers, Legacy Planning, Long Term Care Insurance, Lifetime Income..., Life Insurance, Multi-Generational..., Buy-sell Agreements, Business Insurance..., Business Exit Strategy, Asset Protection, 401(k) Rollovers, Financial Services
Education
Northern Arizona University-The W. A. Franke College of Business
Bachelor’s Degree, Finance
Colleen Chase Dalrymple's Vanguard Experience August 2014 - Present
Job Editor and Webmaster
Industry Food & Beverages
Experience
Vanguard August 2014 - Present
Skills
DMAIC, iGrafx, Minitab, Public Speaking, Marketing, Leadership, Small Business, Training, Marketing Strategy, Social Media, Strategic Planning, Social Media Marketing, Team Building, Public Relations, Email Marketing, Social Networking, Photography, Online Marketing, Entertainment
Education
Western International University 2006 — 2009
BS, Business Marketing
Wine Spectator School 2008 — 2008
Wine Professional, Wine
Northern Arizona University 1993 — 1996
Broadcast Journalism
Vanguard August 2014 - Present
Skills
DMAIC, iGrafx, Minitab, Public Speaking, Marketing, Leadership, Small Business, Training, Marketing Strategy, Social Media, Strategic Planning, Social Media Marketing, Team Building, Public Relations, Email Marketing, Social Networking, Photography, Online Marketing, Entertainment
Education
Western International University 2006 — 2009
BS, Business Marketing
Wine Spectator School 2008 — 2008
Wine Professional, Wine
Northern Arizona University 1993 — 1996
Broadcast Journalism
Elba Boe, MBA's Vanguard Experience March 2011 - December 2014
Job Annuities Specialist at Vanguard
Industry Financial Services
Experience
Vanguard March 2011 - December 2014
Vanguard June 2007 - February 2011
Skills
Series 6, Series 63, 401k, Relationship Management, Series 24, Financial Advisory, Alternative Investments, Asset Allocation, Investment Strategies, Retirement, Insurance, Investment Advisory, Fixed Annuities, Financial Analysis, Investments, Finance, Securities, Mutual Funds, Financial Modeling, Financial Services, Retirement Planning, Wealth Management, Portfolio Management, Strategic Financial..., IRAs, Series 7, FINRA, ETFs, Financial Planners, Life Insurance, Equities, Qualified Retirement..., Estate Planning, Valuation, Investment Management, Uniform Combined State..., Separately Managed..., Personal Finance, High Net Worth..., Mergers & Acquisitions, Asset Management, Series 65, Certified Financial..., Wealth
Education
Ken Blanchard School of Business 2008 — 2010
MBA, Finance and Accounting
Northern Arizona University
Communication
Vanguard March 2011 - December 2014
Vanguard June 2007 - February 2011
Skills
Series 6, Series 63, 401k, Relationship Management, Series 24, Financial Advisory, Alternative Investments, Asset Allocation, Investment Strategies, Retirement, Insurance, Investment Advisory, Fixed Annuities, Financial Analysis, Investments, Finance, Securities, Mutual Funds, Financial Modeling, Financial Services, Retirement Planning, Wealth Management, Portfolio Management, Strategic Financial..., IRAs, Series 7, FINRA, ETFs, Financial Planners, Life Insurance, Equities, Qualified Retirement..., Estate Planning, Valuation, Investment Management, Uniform Combined State..., Separately Managed..., Personal Finance, High Net Worth..., Mergers & Acquisitions, Asset Management, Series 65, Certified Financial..., Wealth
Education
Ken Blanchard School of Business 2008 — 2010
MBA, Finance and Accounting
Northern Arizona University
Communication
Emily Kout's Vanguard Experience May 2004 - January 2008
Job Business Development at Native Resources Intl.
Industry Environmental Services
Experience
Native Resources Intl. February 2008 - Present
Native Resources International February 2008 - February 2011
Vanguard May 2004 - January 2008
Skills
Management, Process Scheduler, Contract Management, Purchasing, Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Strategic Planning, Project Management, Budgets, Sales
Education
Northern Arizona University 2006 — 2008
Master of Administration in Project Management, Project Management
Northern Arizona University, College of Business Administration 2000 — 2004
Bachelor of Business Administration (B.B.A.), Marketing
Native Resources Intl. February 2008 - Present
Native Resources International February 2008 - February 2011
Vanguard May 2004 - January 2008
Skills
Management, Process Scheduler, Contract Management, Purchasing, Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Strategic Planning, Project Management, Budgets, Sales
Education
Northern Arizona University 2006 — 2008
Master of Administration in Project Management, Project Management
Northern Arizona University, College of Business Administration 2000 — 2004
Bachelor of Business Administration (B.B.A.), Marketing
Ryan Conlogue's Vanguard Experience May 2010 - September 2012
Job Property Claims Adjuster
Industry Insurance
Experience
Farmers Insurance November 2013 - Present
Vanguard May 2010 - September 2012
CVS October 2006 - April 2009
Skills
Sales, Customer Service, Retail, Leadership, Sales Management, Management, Customer Satisfaction, Merchandising, Recruiting, Inventory Management, Time Management, Microsoft Excel, Team Building, Store Management, Training, Team Leadership, Customer Experience, Coaching, Relationship Management, Account Management
Education
Northern Arizona University 1998 — 2002
Bachelor's degree, Hotel, Motel, and Restaurant Management
Farmers Insurance November 2013 - Present
Vanguard May 2010 - September 2012
CVS October 2006 - April 2009
Skills
Sales, Customer Service, Retail, Leadership, Sales Management, Management, Customer Satisfaction, Merchandising, Recruiting, Inventory Management, Time Management, Microsoft Excel, Team Building, Store Management, Training, Team Leadership, Customer Experience, Coaching, Relationship Management, Account Management
Education
Northern Arizona University 1998 — 2002
Bachelor's degree, Hotel, Motel, and Restaurant Management
Enjoli Brown's Vanguard Experience 2011 - 2012
Job Allstate Agency Sales Manager at Apple Insurance Group (An Apple Ford Partner)
Industry Insurance
Experience
Apple Insurance Group of Columbia 2014 - Present
State Farm Agency 2012 - 2014
Vanguard 2011 - 2012
Vanguard 2008 - 2011
Vanguard 2008 - 2008
Vanguard 2007 - 2008
Vanguard 2006 - 2007
Vanguard 2005 - 2006
State Farm 2003 - 2005
Skills
Microsoft Excel, Microsoft Word, Series 63, Investments, Mutual Funds, Series 6, Strategic Financial..., Insurance, Retirement Planning, Leadership, Financial Services, Retirement, 401k, Customer Service, Life Insurance, Management, Training, Sales, Strategic Planning, Relationship Management, Strategy
Education
Northeastern University 2009 — 2010
Master of Science in Leadership, Project Management
University of North Carolina at Charlotte 2007 — 2007
Meeting and Event Planning Certificate Program
University of Virginia 1997 — 2002
Bachelor of Arts, History
Apple Insurance Group of Columbia 2014 - Present
State Farm Agency 2012 - 2014
Vanguard 2011 - 2012
Vanguard 2008 - 2011
Vanguard 2008 - 2008
Vanguard 2007 - 2008
Vanguard 2006 - 2007
Vanguard 2005 - 2006
State Farm 2003 - 2005
Skills
Microsoft Excel, Microsoft Word, Series 63, Investments, Mutual Funds, Series 6, Strategic Financial..., Insurance, Retirement Planning, Leadership, Financial Services, Retirement, 401k, Customer Service, Life Insurance, Management, Training, Sales, Strategic Planning, Relationship Management, Strategy
Education
Northeastern University 2009 — 2010
Master of Science in Leadership, Project Management
University of North Carolina at Charlotte 2007 — 2007
Meeting and Event Planning Certificate Program
University of Virginia 1997 — 2002
Bachelor of Arts, History
Kimberly Joyce, CPA, CMA, CFM, CGMA, MS's Vanguard Experience May 2006 - March 2008
Job Director, Financial Planning & Analysis
Industry Food & Beverages
Experience
The Bama Companies January 2014 - Present
Bama March 2008 - January 2014
Vanguard May 2006 - March 2008
Verizon January 1997 - March 2006
Skills
Financial Modeling, Forecasting, Budgets, Financial Reporting, Financial Analysis, Finance, Analysis, Management, Cash Flow, Managerial Finance, Process Improvement, Financial Forecasting, Capital Budgeting, Leadership, Variance Analysis, Cross-functional Team..., Business Process..., Strategic Planning, Executive Reporting, Operational Excellence, Business Strategy, Business Analysis, Business Planning, Community Service, Sustainability, Microsoft Excel, Pricing, Cash Management, Team Building, CPA, Management Accounting, Hyperion Enterprise, Strategic Financial..., Modeling, Problem Solving, Executive Management, Operations Management, Communication
Education
Oklahoma State University
Bachelor, Accounting
Northeastern State University
Masters, Accounting & Finance
Bishop Kelley
The Bama Companies January 2014 - Present
Bama March 2008 - January 2014
Vanguard May 2006 - March 2008
Verizon January 1997 - March 2006
Skills
Financial Modeling, Forecasting, Budgets, Financial Reporting, Financial Analysis, Finance, Analysis, Management, Cash Flow, Managerial Finance, Process Improvement, Financial Forecasting, Capital Budgeting, Leadership, Variance Analysis, Cross-functional Team..., Business Process..., Strategic Planning, Executive Reporting, Operational Excellence, Business Strategy, Business Analysis, Business Planning, Community Service, Sustainability, Microsoft Excel, Pricing, Cash Management, Team Building, CPA, Management Accounting, Hyperion Enterprise, Strategic Financial..., Modeling, Problem Solving, Executive Management, Operations Management, Communication
Education
Oklahoma State University
Bachelor, Accounting
Northeastern State University
Masters, Accounting & Finance
Bishop Kelley
Edward (Ward) Arntson, Certified Facility Manager's Vanguard Experience August 2012 - Present
Job Regional Facility Manager AZ at Vanguard
Industry Financial Services
Experience
Vanguard August 2012 - Present
Verizon January 2005 - August 2012
Northern Illinois University 2009 - 2011
Johnson Controls 2003 - 2005
US Army 2003 - 2005
Hewitt Associates 1996 - 2003
Skills
Facilities Management, Leadership, Operations Management, Team Building, Process Improvement, Contract Negotiation, Vendor Management, Project Planning, Contract Management, Project Management, Budgets, Management, Security, Military, Training, Supervisory Skills
Education
Army War College
MS, Strategic Studies
North Dakota State University
BS
Troy University
MS, Management
Vanguard August 2012 - Present
Verizon January 2005 - August 2012
Northern Illinois University 2009 - 2011
Johnson Controls 2003 - 2005
US Army 2003 - 2005
Hewitt Associates 1996 - 2003
Skills
Facilities Management, Leadership, Operations Management, Team Building, Process Improvement, Contract Negotiation, Vendor Management, Project Planning, Contract Management, Project Management, Budgets, Management, Security, Military, Training, Supervisory Skills
Education
Army War College
MS, Strategic Studies
North Dakota State University
BS
Troy University
MS, Management
Douglas Braverman's Vanguard Experience January 1999 - January 2000
Job Enterprise Visual Communication Expert Helping Organizations Communicate Effectively, Efficiently and Digitally
Industry Computer Software
Experience
The Marlin Company March 2012 - Present
Yellowbook May 2006 - March 2012
2005-2006 Great Valley Publishing April 2005 - April 2006
Animas Corporation October 2001 - April 2005
PNC Financial Services Corp August 2000 - September 2001
Vanguard January 1999 - January 2000
CGI Consulting Group January 1998 - January 1999
Skills
Account Management, Salesforce.com, New Business Development, Sales Process, Lead Generation, Cold Calling, Customer Service, Sales Management, Sales, Trade Shows, Direct Sales, Advertising, Marketing Strategy, Customer Retention, Team Building, Sales Presentations, Strategic Planning, Selling, Training, Marketing, Management, Sales Operations, Employee Benefits, Social Media Marketing, Strategic Partnerships, Online Marketing, Sales Prospecting, B2B, CRM, Program Management, Advertising Sales, Email Marketing
Education
Villanova University 1999 — 1999
Certificate in Human Resource Management, Human Resources Management and Services
Northeastern University 1991 — 1996
B.S, Criminal Justice
The Marlin Company March 2012 - Present
Yellowbook May 2006 - March 2012
2005-2006 Great Valley Publishing April 2005 - April 2006
Animas Corporation October 2001 - April 2005
PNC Financial Services Corp August 2000 - September 2001
Vanguard January 1999 - January 2000
CGI Consulting Group January 1998 - January 1999
Skills
Account Management, Salesforce.com, New Business Development, Sales Process, Lead Generation, Cold Calling, Customer Service, Sales Management, Sales, Trade Shows, Direct Sales, Advertising, Marketing Strategy, Customer Retention, Team Building, Sales Presentations, Strategic Planning, Selling, Training, Marketing, Management, Sales Operations, Employee Benefits, Social Media Marketing, Strategic Partnerships, Online Marketing, Sales Prospecting, B2B, CRM, Program Management, Advertising Sales, Email Marketing
Education
Villanova University 1999 — 1999
Certificate in Human Resource Management, Human Resources Management and Services
Northeastern University 1991 — 1996
B.S, Criminal Justice
Mathew Papworth CBCP's Vanguard Experience 2004 - Present
Job Business Contingency Analyst
Industry Financial Services
Experience
Vanguard 2004 - Present
Vanguard 1999 - 2010
Skills
Process Improvement, Relationship Management, Mutual Funds, Vendor Management, Management
Education
Northern Arizona University 1999 — 2004
Bachelor of Science, Hospitality Management
Vanguard 2004 - Present
Vanguard 1999 - 2010
Skills
Process Improvement, Relationship Management, Mutual Funds, Vendor Management, Management
Education
Northern Arizona University 1999 — 2004
Bachelor of Science, Hospitality Management
Wesley McCalley's Vanguard Experience July 2015 - Present
Job Financial Advisor Services Mutual Fund Administration Manager
Industry Financial Services
Experience
Vanguard July 2015 - Present
Vanguard July 2013 - July 2015
Vanguard January 2011 - July 2013
Vanguard January 2009 - July 2011
Vanguard January 2007 - January 2009
Vanguard July 2005 - January 2007
Arizona Board of Regents 2003 - 2005
Skills
Portfolio Management, Project Management, People Management, FINRA Series 7, FINRA Series 63, FINRA Series 24, QKA (Qualified 401(k)..., MBA, Business Relationship..., Client Relationship..., Series 24, Series 7, Series 63, QKA, 401k, CRM, Customer Service, ETFs, Management, Retirement Planning, Series 6
Education
Northern Arizona University 2003 — 2005
M.B.A, Finance
Northern Arizona University 2000 — 2003
Bachelor of Science, Finance
Vanguard July 2015 - Present
Vanguard July 2013 - July 2015
Vanguard January 2011 - July 2013
Vanguard January 2009 - July 2011
Vanguard January 2007 - January 2009
Vanguard July 2005 - January 2007
Arizona Board of Regents 2003 - 2005
Skills
Portfolio Management, Project Management, People Management, FINRA Series 7, FINRA Series 63, FINRA Series 24, QKA (Qualified 401(k)..., MBA, Business Relationship..., Client Relationship..., Series 24, Series 7, Series 63, QKA, 401k, CRM, Customer Service, ETFs, Management, Retirement Planning, Series 6
Education
Northern Arizona University 2003 — 2005
M.B.A, Finance
Northern Arizona University 2000 — 2003
Bachelor of Science, Finance
Jared Frew's Vanguard Experience June 2004 - Present
Job Senior Financial Advisor at Vanguard
Industry Financial Services
Experience
Vanguard June 2004 - Present
Skills
Asset Management, Series 7, Certified Financial..., Retirement Planning, Mutual Funds, Process Improvement, Series 63
Education
Northern Arizona University 1999 — 2003
Bachelor of Business Administration (BBA), Finance and Econimics
Vanguard June 2004 - Present
Skills
Asset Management, Series 7, Certified Financial..., Retirement Planning, Mutual Funds, Process Improvement, Series 63
Education
Northern Arizona University 1999 — 2003
Bachelor of Business Administration (BBA), Finance and Econimics
Joseph Coughlin's Vanguard Experience April 2011 - Present
Job Trade Administrator at Vanguard
Industry Financial Services
Experience
Jacoby & Meyers October 2014 - Present
Vanguard April 2011 - Present
Vanguard January 2008 - April 2011
Westaff August 2007 - January 2008
Robbins Gellar Rudman & Dowd LLP April 2006 - August 2006
Skills
Legal Assistance, Legal, Legal Research, Legal Writing, Relationship Management, Customer Service, Leadership, Microsoft Excel, PowerPoint, Microsoft Office, Public Speaking, Microsoft Word, Outlook, Strategic Planning, Fax, Grant Writing, Finance
Education
Arizona Summit Law School 2013 — 2015
Juris Doctor (J.D.)
Northern Arizona University 2005 — 2012
Bachelor's Degree, Liberal Arts and Sciences/Liberal Studies
San Diego Mesa College 2002 — 2005
Associates, History and Business
Jacoby & Meyers October 2014 - Present
Vanguard April 2011 - Present
Vanguard January 2008 - April 2011
Westaff August 2007 - January 2008
Robbins Gellar Rudman & Dowd LLP April 2006 - August 2006
Skills
Legal Assistance, Legal, Legal Research, Legal Writing, Relationship Management, Customer Service, Leadership, Microsoft Excel, PowerPoint, Microsoft Office, Public Speaking, Microsoft Word, Outlook, Strategic Planning, Fax, Grant Writing, Finance
Education
Arizona Summit Law School 2013 — 2015
Juris Doctor (J.D.)
Northern Arizona University 2005 — 2012
Bachelor's Degree, Liberal Arts and Sciences/Liberal Studies
San Diego Mesa College 2002 — 2005
Associates, History and Business
Cristina McKeon's Vanguard Experience July 2014 - Present
Job
Industry Financial Services
Experience
Vanguard July 2014 - Present
Vanguard May 2010 - July 2014
Vanguard February 2007 - May 2010
Education
University of Arizona, Eller College of Management 2015 — 2016
Master of Business Administration (MBA)
Northern Arizona University 2002 — 2006
BSBA
Vanguard July 2014 - Present
Vanguard May 2010 - July 2014
Vanguard February 2007 - May 2010
Education
University of Arizona, Eller College of Management 2015 — 2016
Master of Business Administration (MBA)
Northern Arizona University 2002 — 2006
BSBA
Earl Feddick's Vanguard Experience January 2009 - Present
Job Flagship Client Relationship Representative at Vanguard
Industry Financial Services
Experience
Vanguard January 2009 - Present
Vanguard December 2007 - January 2009
Vanguard January 2007 - December 2007
Skills
Series 7, Series 63, Series 6
Education
Northern Arizona University 2000 — 2005
Bachelor of Science in Business Administration, Computer and Information Sciences, General
Vanguard January 2009 - Present
Vanguard December 2007 - January 2009
Vanguard January 2007 - December 2007
Skills
Series 7, Series 63, Series 6
Education
Northern Arizona University 2000 — 2005
Bachelor of Science in Business Administration, Computer and Information Sciences, General
Anthony Berumen's Vanguard Experience January 2013 - Present
Job Financial Advisor
Industry Investment Management
Experience
Vanguard January 2013 - Present
BBVA Compass October 2011 - December 2012
Bank of America January 2007 - May 2009
Bank of America June 2006 - January 2007
Bank of America November 2005 - June 2006
Skills
Financial Services, Series 7, Series 63, Series 65, Investments, Mutual Funds, Asset Allocation, IRAs, Index Funds, ETFs, Customer Service, Retail Banking, Banking, Consumer Lending, Loans, Small Business Lending, Mortgage Lending, Deposits, Lines Of Credit, Home Equity Loans
Education
Northern Arizona University 2011 — 2012
Bachelor of Business Administration, Management
Paradise Valley Community College
Associate Degree, Business
Vanguard January 2013 - Present
BBVA Compass October 2011 - December 2012
Bank of America January 2007 - May 2009
Bank of America June 2006 - January 2007
Bank of America November 2005 - June 2006
Skills
Financial Services, Series 7, Series 63, Series 65, Investments, Mutual Funds, Asset Allocation, IRAs, Index Funds, ETFs, Customer Service, Retail Banking, Banking, Consumer Lending, Loans, Small Business Lending, Mortgage Lending, Deposits, Lines Of Credit, Home Equity Loans
Education
Northern Arizona University 2011 — 2012
Bachelor of Business Administration, Management
Paradise Valley Community College
Associate Degree, Business
Jonathan Gilcrease's Vanguard Experience April 2005 - Present
Job Client Relationship Administrator at Vanguard
Industry Financial Services
Experience
Vanguard April 2005 - Present
Skills
CRM, Retirement Planning, Asset Allocation, Retirement, Management, Relationship Management, Mutual Funds
Education
Northern Arizona University
Vanguard April 2005 - Present
Skills
CRM, Retirement Planning, Asset Allocation, Retirement, Management, Relationship Management, Mutual Funds
Education
Northern Arizona University
Matthew Hixon's Vanguard Experience June 2014 - Present
Job Equity Fund Analyst at The Vanguard Group
Industry Financial Services
Experience
Vanguard June 2014 - Present
Student Managed Investment Fund, Northern Arizona University August 2013 - May 2014
du Bois Center August 2010 - October 2013
Flagstaff Symphony Orchestra August 2009 - August 2010
Skills
Microsoft Excel, Microsoft Word, Bloomberg, Microsoft Office, Financial Analysis, Thomson One Analytics, Microsoft Publisher, Microsoft Powerpoint, Management, Finance, Financial Accounting, Investments, Financial Modeling, Accounting, Access, Customer Service, Series 7, Series 63
Education
Northern Arizona University 2008 — 2014
Bachelor of Business Administration (BBA), Finance
Northern Arizona University 2008 — 2014
Bachelor's degree, Accounting
Vanguard June 2014 - Present
Student Managed Investment Fund, Northern Arizona University August 2013 - May 2014
du Bois Center August 2010 - October 2013
Flagstaff Symphony Orchestra August 2009 - August 2010
Skills
Microsoft Excel, Microsoft Word, Bloomberg, Microsoft Office, Financial Analysis, Thomson One Analytics, Microsoft Publisher, Microsoft Powerpoint, Management, Finance, Financial Accounting, Investments, Financial Modeling, Accounting, Access, Customer Service, Series 7, Series 63
Education
Northern Arizona University 2008 — 2014
Bachelor of Business Administration (BBA), Finance
Northern Arizona University 2008 — 2014
Bachelor's degree, Accounting
Brian Holaday's Vanguard Experience December 2011 - August 2012
Job Senior Consultant at IBM
Industry Management Consulting
Experience
IBM October 2014 - Present
IBM 2013 - 2014
Vanguard December 2011 - August 2012
The College of New Jersey September 2010 - May 2011
Beneficial Bank January 2006 - January 2008
Skills
Analysis, Financial Analysis, Customer Service, Time Management, Financial Modeling, Data Analysis, Microsoft Excel, Management
Education
Northeastern University 2012 — 2014
Master of Business Administration (MBA)
The College of New Jersey 2008 — 2011
BS, Economics
IBM October 2014 - Present
IBM 2013 - 2014
Vanguard December 2011 - August 2012
The College of New Jersey September 2010 - May 2011
Beneficial Bank January 2006 - January 2008
Skills
Analysis, Financial Analysis, Customer Service, Time Management, Financial Modeling, Data Analysis, Microsoft Excel, Management
Education
Northeastern University 2012 — 2014
Master of Business Administration (MBA)
The College of New Jersey 2008 — 2011
BS, Economics
Susan Wira's Vanguard Experience October 2010 - May 2013
Job Experienced Leader
Industry Financial Services
Experience
Vanguard October 2010 - May 2013
Vanguard December 2006 - May 2013
VIACK Corporation December 2003 - August 2006
FedEx August 1982 - November 2003
Skills
Mutual Funds, FINRA Series 6, 63, 7..., Management, Training, Customer Service, Process Improvement, Leadership, Call Centers, Strategic Planning
Education
Northeastern University 1990 — 1999
Bachelor of Science (BS), Business Administration
Vanguard October 2010 - May 2013
Vanguard December 2006 - May 2013
VIACK Corporation December 2003 - August 2006
FedEx August 1982 - November 2003
Skills
Mutual Funds, FINRA Series 6, 63, 7..., Management, Training, Customer Service, Process Improvement, Leadership, Call Centers, Strategic Planning
Education
Northeastern University 1990 — 1999
Bachelor of Science (BS), Business Administration
Shad Bride's Vanguard Experience September 2014 - Present
Job Client Relations Specialist at Vanguard
Industry Investment Management
Experience
Vanguard September 2014 - Present
White Mountain Physical Therapy May 2013 - August 2013
Extreme May 2012 - August 2012
Skills
Series 7, Series 63, Customer Service, Microsoft Office, Training, Management, Operations Management, Leadership, Team Leadership, Team Building, Project Management, Coaching, Strategic Planning, Strategy
Education
University of Nebraska at Kearney 2011 — 2014
Bachelor of Science (BS), Business Administration, Management and Operations, Cum Laude
Northern Arizona University 2009 — 2010
Vanguard September 2014 - Present
White Mountain Physical Therapy May 2013 - August 2013
Extreme May 2012 - August 2012
Skills
Series 7, Series 63, Customer Service, Microsoft Office, Training, Management, Operations Management, Leadership, Team Leadership, Team Building, Project Management, Coaching, Strategic Planning, Strategy
Education
University of Nebraska at Kearney 2011 — 2014
Bachelor of Science (BS), Business Administration, Management and Operations, Cum Laude
Northern Arizona University 2009 — 2010
Nathan Sherrill's Vanguard Experience 2010 - Present
Job Broker at Vanguard
Industry Financial Services
Experience
Vanguard 2010 - Present
Fidelity National Title 2004 - 2007
Lawyer's Title Company 1998 - 2004
Skills
Investments, Microsoft Office, Customer Service, Microsoft Excel, Financial Analysis, Insurance, Project Management, Banking, Microsoft Word, Negotiation, PowerPoint, Financial Services, Retirement Savings
Education
Northern Arizona University 1990 — 1995
Bachelor’s Degree, Business Administration and Management, General
Vanguard 2010 - Present
Fidelity National Title 2004 - 2007
Lawyer's Title Company 1998 - 2004
Skills
Investments, Microsoft Office, Customer Service, Microsoft Excel, Financial Analysis, Insurance, Project Management, Banking, Microsoft Word, Negotiation, PowerPoint, Financial Services, Retirement Savings
Education
Northern Arizona University 1990 — 1995
Bachelor’s Degree, Business Administration and Management, General
Scott Strehlow's Vanguard Experience July 2013 - Present
Job Client Relationship Administrator at Vanguard
Industry Financial Services
Experience
Vanguard July 2013 - Present
Education
Northern Arizona University-The W. A. Franke College of Business 2007 — 2011
Bachelor of Business Administration (BBA), Finance, General
Vanguard July 2013 - Present
Education
Northern Arizona University-The W. A. Franke College of Business 2007 — 2011
Bachelor of Business Administration (BBA), Finance, General
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments