Vanguard Company
Industry: Investment management company
DescriptionThe Vanguard Group is an American registered investment advisor based in Malvern, Pennsylvania with over $5.1 trillion in assets under management. It is the largest provider of mutual funds and the second-largest provider of exchange-traded funds in the world after BlackRock's iShares. Customer service: 0800 032 3731 Assets under management: 5.1 trillion USD (January 31, 2018) Founder: John C. Bogle Founded: 1 May 1975, Valley Forge, Pennsylvania, United States CEO: Mortimer J. Buckley (Jan 2018–) Headquarters: Valley Forge, Pennsylvania, United States
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Vanguard Employees
Employee
Years
Job
Industry
Cate Sheehy Cate Sheehy's Vanguard Experience November 2013 - March 2015
Job TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2015 - Present
Vanguard November 2013 - March 2015
Carolina Legal Staffing July 2010 - November 2013
PBH January 2011 - August 2011
Skills
Legal Writing, Legal Research, Litigation, Courts, Trials, Legal Assistance, Litigation Support, Civil Litigation, Commercial Litigation, Mediation, Corporate Law, Customer Service, Legal Issues
Education
University of Toledo College of Law 2000 — 2003
Doctor of Law (J.D.), Law
Ohio University 1999 — 2003
Bachelor of Arts (B.A.), English Language and Literature, General
TIAA-CREF May 2015 - Present
Vanguard November 2013 - March 2015
Carolina Legal Staffing July 2010 - November 2013
PBH January 2011 - August 2011
Skills
Legal Writing, Legal Research, Litigation, Courts, Trials, Legal Assistance, Litigation Support, Civil Litigation, Commercial Litigation, Mediation, Corporate Law, Customer Service, Legal Issues
Education
University of Toledo College of Law 2000 — 2003
Doctor of Law (J.D.), Law
Ohio University 1999 — 2003
Bachelor of Arts (B.A.), English Language and Literature, General
Abhishek Nagula Abhishek Nagula's Vanguard Experience November 2012 - July 2013
Job Java Developer at Mediaocean
Industry Information Technology and Services
Experience
Mediaocean March 2014 - Present
Citi July 2013 - February 2014
Vanguard November 2012 - July 2013
Corning Incorporated April 2012 - November 2012
Skills
Java, Java Enterprise Edition, Spring Framework, Hibernate, JPA, ETL Tools, Amazon Web Services..., Jasper Reports, Greenplum, Struts, JSP, Web Services, Servlets, XML, Agile Methodologies, Tomcat, PL/SQL, SQL, Eclipse, Oracle, WebSphere Application...
Education
Oklahoma Christian University 2011 — 2012
Master of Science (MS), Computer Engineering
Mediaocean March 2014 - Present
Citi July 2013 - February 2014
Vanguard November 2012 - July 2013
Corning Incorporated April 2012 - November 2012
Skills
Java, Java Enterprise Edition, Spring Framework, Hibernate, JPA, ETL Tools, Amazon Web Services..., Jasper Reports, Greenplum, Struts, JSP, Web Services, Servlets, XML, Agile Methodologies, Tomcat, PL/SQL, SQL, Eclipse, Oracle, WebSphere Application...
Education
Oklahoma Christian University 2011 — 2012
Master of Science (MS), Computer Engineering
Juliette D. Correa Juliette D. Correa's Vanguard Experience April 2012 - August 2014
Job Retirement Plan Specialist at Financial Engines
Industry Financial Services
Experience
Financial Engines September 2014 - Present
Vanguard April 2012 - August 2014
Vanguard August 2010 - March 2012
Vanguard April 2007 - August 2010
Vanguard June 2006 - April 2007
Vanguard March 2002 - June 2006
Vanguard February 2001 - March 2002
Vanguard November 1999 - February 2001
C2 Group April 1999 - November 1999
Uniscribe Professional Services, Inc. December 1998 - April 1999
Skills
Series 24, Series 7, Series 63, QPA, QKA, Defined Contribution, 401k, Pensions, Lotus Notes, Training, IRAs, Leadership, Project Management, Mergers & Acquisitions, Management, Analysis, Investment Advisory, Program Management, Strategy, Coaching, Qualified Retirement..., Training Delivery, Human Resources
Education
Pace University School of Law 1991 — 1994
Doctor of Law (JD), General Studies
St. Mary's College of Maryland 1987 — 1991
Bachelor of Arts (BA), History, Economics
John F. Kennedy High School 1983 — 1987
Financial Engines September 2014 - Present
Vanguard April 2012 - August 2014
Vanguard August 2010 - March 2012
Vanguard April 2007 - August 2010
Vanguard June 2006 - April 2007
Vanguard March 2002 - June 2006
Vanguard February 2001 - March 2002
Vanguard November 1999 - February 2001
C2 Group April 1999 - November 1999
Uniscribe Professional Services, Inc. December 1998 - April 1999
Skills
Series 24, Series 7, Series 63, QPA, QKA, Defined Contribution, 401k, Pensions, Lotus Notes, Training, IRAs, Leadership, Project Management, Mergers & Acquisitions, Management, Analysis, Investment Advisory, Program Management, Strategy, Coaching, Qualified Retirement..., Training Delivery, Human Resources
Education
Pace University School of Law 1991 — 1994
Doctor of Law (JD), General Studies
St. Mary's College of Maryland 1987 — 1991
Bachelor of Arts (BA), History, Economics
John F. Kennedy High School 1983 — 1987
Win Smith Win Smith's Vanguard Experience May 2013 - Present
Job Client Administrator at Vanguard
Industry Financial Services
Experience
Vanguard May 2013 - Present
Mood Media March 2012 - December 2012
Bank of America August 2009 - July 2010
Wachovia Bank/Wachovia Securites LLC May 1996 - December 2008
Greer & Walker, LLP January 1994 - January 1995
Sig-Net Paging of Charlotte, Inc. October 1992 - December 1993
Container Corporation of Carolina August 1991 - October 1992
Skills
Windows, Portfolio Management, Excel, Microsoft Office, Customer Service, Microsoft Excel, Prospecting Skills, Email Marketing, Sales, Customer-facing, Marketing, Leadership, Series 7, Series 63, Relationship Management, Credit
Education
Ohio Wesleyan University 1986 — 1990
BA Economics Management, Economics and accounting
Vanguard May 2013 - Present
Mood Media March 2012 - December 2012
Bank of America August 2009 - July 2010
Wachovia Bank/Wachovia Securites LLC May 1996 - December 2008
Greer & Walker, LLP January 1994 - January 1995
Sig-Net Paging of Charlotte, Inc. October 1992 - December 1993
Container Corporation of Carolina August 1991 - October 1992
Skills
Windows, Portfolio Management, Excel, Microsoft Office, Customer Service, Microsoft Excel, Prospecting Skills, Email Marketing, Sales, Customer-facing, Marketing, Leadership, Series 7, Series 63, Relationship Management, Credit
Education
Ohio Wesleyan University 1986 — 1990
BA Economics Management, Economics and accounting
Kevin Beamer Kevin Beamer's Vanguard Experience January 2013 - Present
Job Project Administrator at Vanguard
Industry Financial Services
Experience
Vanguard January 2013 - Present
Skills
Series 7, Series 63
Education
Northwood University 1988 — 1991
Business Administration and Management, General
Vanguard January 2013 - Present
Skills
Series 7, Series 63
Education
Northwood University 1988 — 1991
Business Administration and Management, General
Alix Tucci Alix Tucci's Vanguard Experience June 2015 - Present
Job Client Relationship Associate at Vanguard
Industry Financial Services
Experience
Vanguard June 2015 - Present
MedSafety December 2010 - May 2015
NSU Swim Club September 2014 - January 2015
UBS May 2014 - July 2014
Razor's Edge Leadership Program August 2012 - May 2014
CRAE Investment Management Group August 2013 - December 2013
Merrill Lynch February 2013 - May 2013
NSU Swimming & Diving August 2011 - October 2012
Carrabba’s Italian Grill April 2012 - August 2012
The Loop Pizza & Grill April 2011 - August 2011
Skills
Fundraising, Management, Sales, Analysis, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Public Speaking, Leadership, Outlook, Teamwork, Social Networking, Time Management
Education
Nova Southeastern University 2011 — 2015
Bachelor's Degree, Finance, 3.88
Vanguard June 2015 - Present
MedSafety December 2010 - May 2015
NSU Swim Club September 2014 - January 2015
UBS May 2014 - July 2014
Razor's Edge Leadership Program August 2012 - May 2014
CRAE Investment Management Group August 2013 - December 2013
Merrill Lynch February 2013 - May 2013
NSU Swimming & Diving August 2011 - October 2012
Carrabba’s Italian Grill April 2012 - August 2012
The Loop Pizza & Grill April 2011 - August 2011
Skills
Fundraising, Management, Sales, Analysis, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Public Speaking, Leadership, Outlook, Teamwork, Social Networking, Time Management
Education
Nova Southeastern University 2011 — 2015
Bachelor's Degree, Finance, 3.88
Cameron Holcomb Cameron Holcomb's Vanguard Experience September 2014 - Present
Job Client Relationship Associate at Vanguard
Industry Financial Services
Experience
Vanguard September 2014 - Present
MultiCare Health System February 2014 - May 2014
Washington State Auditors Office October 2011 - August 2012
Skills
Financial Analysis, Finance, Financial Reporting, Auditing, Business Strategy, Project Management, Dental Studies, Financial Audits, External Audit, Event Management, Leadership
Education
Pacific Lutheran University - School of Business 2009 — 2013
BBA, Finance, Finance, General
Pacific Lutheran University - School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Vanguard September 2014 - Present
MultiCare Health System February 2014 - May 2014
Washington State Auditors Office October 2011 - August 2012
Skills
Financial Analysis, Finance, Financial Reporting, Auditing, Business Strategy, Project Management, Dental Studies, Financial Audits, External Audit, Event Management, Leadership
Education
Pacific Lutheran University - School of Business 2009 — 2013
BBA, Finance, Finance, General
Pacific Lutheran University - School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
David Heatherington's Vanguard Experience November 2005 - October 2006
Job MBA
Industry Accounting
Experience
SOC March 2012 - Present
Kellogg, Brown, & Root November 2009 - November 2011
DynCorp International July 2008 - July 2009
Chenega Corp March 2009 - June 2009
American K-9 Detection Services, Inc December 2008 - February 2009
Chenega-Blackwater Solutions, LLC November 2006 - November 2007
Vanguard November 2005 - October 2006
United States Air Force October 1996 - September 2005
Skills
Security Clearance, Security, Physical Security, Operations Management, Management, Law Enforcement..., Business Planning, Auditing, Security Management, NISPOM, Internal Investigations, Personnel Management, Corporate Finance, Project Finance, Personal Finance, International Finance, Accounting, Series 63, FAR, SEC filings, Securities, Management Accounting, Accounting Applications, Contract Management, Change Management, Investment Advisory, K-9 Handler, Series 6, Federal Government..., industrial security, Program Management, Business Process..., Business Process..., Contract Recruitment, Staff Scheduling, General Ledger, Accounts Payable &...
Education
American Public University System 2012 — 2014
Master's Degree, Accounting, 3.76
American Military University 2010 — 2012
Master of Business Administration (MBA), Finance
Park University 2005 — 2009
Bachelor of Science, Criminal Justice - Security Administration
Shenandoah High School 1992 — 1996
Diploma
SOC March 2012 - Present
Kellogg, Brown, & Root November 2009 - November 2011
DynCorp International July 2008 - July 2009
Chenega Corp March 2009 - June 2009
American K-9 Detection Services, Inc December 2008 - February 2009
Chenega-Blackwater Solutions, LLC November 2006 - November 2007
Vanguard November 2005 - October 2006
United States Air Force October 1996 - September 2005
Skills
Security Clearance, Security, Physical Security, Operations Management, Management, Law Enforcement..., Business Planning, Auditing, Security Management, NISPOM, Internal Investigations, Personnel Management, Corporate Finance, Project Finance, Personal Finance, International Finance, Accounting, Series 63, FAR, SEC filings, Securities, Management Accounting, Accounting Applications, Contract Management, Change Management, Investment Advisory, K-9 Handler, Series 6, Federal Government..., industrial security, Program Management, Business Process..., Business Process..., Contract Recruitment, Staff Scheduling, General Ledger, Accounts Payable &...
Education
American Public University System 2012 — 2014
Master's Degree, Accounting, 3.76
American Military University 2010 — 2012
Master of Business Administration (MBA), Finance
Park University 2005 — 2009
Bachelor of Science, Criminal Justice - Security Administration
Shenandoah High School 1992 — 1996
Diploma
Travis Humphreys Travis Humphreys's Vanguard Experience November 2005 - February 2006
Job at
Industry Pharmaceuticals
Experience
DOCS March 2013 - Present
Quintiles August 2012 - March 2013
ClinForce 2007 - August 2012
ICON Clinical Research February 2006 - March 2007
Vanguard November 2005 - February 2006
Skills
Budget Creation and..., eClinical, Phase Forward InForm, Data Management, FDA, Protocol, SAS, Quality Assurance, Clinical Data Management, CRO, Oncology, Clinical Development, Pharmacovigilance, Pharmaceutical Industry, Endocrinology, Regulatory Affairs, Clinical Research, Rave Medidata, Microsoft Office, Lotus Notes, Oracle Applications
Education
Old Dominion University 1999 — 2004
Bachelor's degree, Mass Communication/Web Administration
DOCS March 2013 - Present
Quintiles August 2012 - March 2013
ClinForce 2007 - August 2012
ICON Clinical Research February 2006 - March 2007
Vanguard November 2005 - February 2006
Skills
Budget Creation and..., eClinical, Phase Forward InForm, Data Management, FDA, Protocol, SAS, Quality Assurance, Clinical Data Management, CRO, Oncology, Clinical Development, Pharmacovigilance, Pharmaceutical Industry, Endocrinology, Regulatory Affairs, Clinical Research, Rave Medidata, Microsoft Office, Lotus Notes, Oracle Applications
Education
Old Dominion University 1999 — 2004
Bachelor's degree, Mass Communication/Web Administration
Rafaela C Lorenzo Rafaela C Lorenzo's Vanguard Experience March 1998 - January 2013
Job Trainer at Waste Management
Industry Financial Services
Experience
Waste Management June 2015 - Present
Wallace Insurance March 2013 - April 2015
Vanguard March 1998 - January 2013
Bank of America 1985 - 1998
Skills
Performance Consulting, Instructional Design, Series 63, ADDIE, Series 6, Needs Analysis, Job Aids, Instructor-led Training, Training Delivery, Leadership Development, Onboarding, Blended Learning, Coaching, Relationship Management, Performance Management, Organizational..., Training, Learning Management, E-Learning, Workshop Facilitation, Program Management, Leadership, Human Resources
Education
Pasadena City College
Associate of Arts and Sciences (A.A.S.), Elementary Education and Teaching
John Muir High Scool
Z
Waste Management June 2015 - Present
Wallace Insurance March 2013 - April 2015
Vanguard March 1998 - January 2013
Bank of America 1985 - 1998
Skills
Performance Consulting, Instructional Design, Series 63, ADDIE, Series 6, Needs Analysis, Job Aids, Instructor-led Training, Training Delivery, Leadership Development, Onboarding, Blended Learning, Coaching, Relationship Management, Performance Management, Organizational..., Training, Learning Management, E-Learning, Workshop Facilitation, Program Management, Leadership, Human Resources
Education
Pasadena City College
Associate of Arts and Sciences (A.A.S.), Elementary Education and Teaching
John Muir High Scool
Z
Walter Mego Walter Mego's Vanguard Experience June 2011 - Present
Job Investment Consultant at Vanguard
Industry Financial Services
Experience
Vanguard June 2011 - Present
Chase February 2009 - June 2011
Skills
Mutual Funds, Series 7, Series 63, Investments, Asset Allocation, Retirement Planning, Wealth Management, Retirement, Investment Strategies, Portfolio Management, Financial Services, Asset Management
Education
Paradise Valley Community College 2012 — 2014
Associate of Arts and Sciences (AAS), Business/Corporate Communications
Vanguard June 2011 - Present
Chase February 2009 - June 2011
Skills
Mutual Funds, Series 7, Series 63, Investments, Asset Allocation, Retirement Planning, Wealth Management, Retirement, Investment Strategies, Portfolio Management, Financial Services, Asset Management
Education
Paradise Valley Community College 2012 — 2014
Associate of Arts and Sciences (AAS), Business/Corporate Communications
Emily Brock Emily Brock's Vanguard Experience June 2014 - Present
Job Investment Specialist at Vanguard
Industry Financial Services
Experience
Vanguard June 2014 - Present
Smarter Systems May 2013 - August 2013
WHDH-TV June 2012 - August 2012
Hollywood Tans September 2008 - August 2010
Skills
Sales, Salesforce.com, PowerPoint, Time Management, Social Networking, Leadership, Facebook, Social Media Marketing, Marketing Strategy, Customer Service, Direct Sales, Teamwork, Account Management, Business Development, Selling, Social Media, Microsoft Excel, Microsoft Word, Public Speaking, Event Planning, Management, Public Relations, Advertising, Microsoft Office, Marketing Communications, Presentations, Product Demonstration, Finance, Series 7, Series 63
Education
High Point University 2010 — 2014
Bachelor of Science (BS), Business Administration with minors in Sales and Marketing
Oxford Brookes University
Study Abroad Program
Marvin Ridge High School 2006 — 2010
Diploma
Vanguard June 2014 - Present
Smarter Systems May 2013 - August 2013
WHDH-TV June 2012 - August 2012
Hollywood Tans September 2008 - August 2010
Skills
Sales, Salesforce.com, PowerPoint, Time Management, Social Networking, Leadership, Facebook, Social Media Marketing, Marketing Strategy, Customer Service, Direct Sales, Teamwork, Account Management, Business Development, Selling, Social Media, Microsoft Excel, Microsoft Word, Public Speaking, Event Planning, Management, Public Relations, Advertising, Microsoft Office, Marketing Communications, Presentations, Product Demonstration, Finance, Series 7, Series 63
Education
High Point University 2010 — 2014
Bachelor of Science (BS), Business Administration with minors in Sales and Marketing
Oxford Brookes University
Study Abroad Program
Marvin Ridge High School 2006 — 2010
Diploma
JD Harris JD Harris's Vanguard Experience January 2008 - Present
Job Investment Consultant at Vanguard
Industry Financial Services
Experience
Vanguard January 2008 - Present
Vanguard October 2006 - January 2008
Vanguard September 2005 - October 2006
Access America Transport February 2005 - August 2005
Skills
•Series 7 General..., •Series 63 North..., Strategic Consulting, Investments, Mutual Funds, Financial Services, Strategic Financial..., Townhomes, Retirement Planning, 401k, Finance, Business Development, Management, Retirement, Trading
Education
Ohio University 2000 — 2004
Bachelor of Science (BS), Communication, General
Vanguard January 2008 - Present
Vanguard October 2006 - January 2008
Vanguard September 2005 - October 2006
Access America Transport February 2005 - August 2005
Skills
•Series 7 General..., •Series 63 North..., Strategic Consulting, Investments, Mutual Funds, Financial Services, Strategic Financial..., Townhomes, Retirement Planning, 401k, Finance, Business Development, Management, Retirement, Trading
Education
Ohio University 2000 — 2004
Bachelor of Science (BS), Communication, General
Luke Vadas's Vanguard Experience May 2015 - August 2015
Job Student at Penn State University
Industry Financial Services
Experience
Sapphire Leadership Program August 2012 - Present
Penn State Investment Association August 2013 - Present
Vanguard May 2015 - August 2015
LEHIGH COUNTRY CLUB May 2010 - August 2015
Wall Street Boot Camp January 2015 - May 2015
Delta Tau Delta Fraternity March 2013 - April 2015
Penn State Interfraternity Council Judicial Board January 2014 - January 2015
Delta Tau Delta Fraternity December 2013 - December 2014
1847Financial June 2014 - August 2014
Skills
Sustainability, Microsoft Excel, PowerPoint, Leadership, Microsoft Office, Microsoft Word, Facebook, Time Management, Social Media, Customer Service, Social Networking, Public Speaking, Outlook, Budgets, Research, Social Media Marketing, Access, Event Planning, HTML
Education
Penn State University 2012 — 2016
Bachelor of Science (BS), Finance, General
Sapphire Leadership Program August 2012 - Present
Penn State Investment Association August 2013 - Present
Vanguard May 2015 - August 2015
LEHIGH COUNTRY CLUB May 2010 - August 2015
Wall Street Boot Camp January 2015 - May 2015
Delta Tau Delta Fraternity March 2013 - April 2015
Penn State Interfraternity Council Judicial Board January 2014 - January 2015
Delta Tau Delta Fraternity December 2013 - December 2014
1847Financial June 2014 - August 2014
Skills
Sustainability, Microsoft Excel, PowerPoint, Leadership, Microsoft Office, Microsoft Word, Facebook, Time Management, Social Media, Customer Service, Social Networking, Public Speaking, Outlook, Budgets, Research, Social Media Marketing, Access, Event Planning, HTML
Education
Penn State University 2012 — 2016
Bachelor of Science (BS), Finance, General
Anu Bomdica Pendyala Anu Bomdica Pendyala's Vanguard Experience September 2000 - December 2010
Job Financial Services Professional
Industry Financial Services
Experience
Freelance 2010 - Present
Vanguard September 2000 - December 2010
Royal and Sunalliace December 1998 - May 2000
Skills
Software Testing Life..., JIRA, Test Cases, System Testing, Manual Testing, Regression Testing, Requirements Analysis, Requirements Gathering, Business Requirements, Quality Assurance, Quality Center, JCL, SQL, HTML, Java, JavaScript, COBOL, UML, Oracle, DB2, CICS, IMS DB/DC, Test Planning, SDLC
Education
Osmania University
Master of Science (MS), Mathematics
Osmania University
Bachelor of Science (BS), Mathematics and Computer Science
Freelance 2010 - Present
Vanguard September 2000 - December 2010
Royal and Sunalliace December 1998 - May 2000
Skills
Software Testing Life..., JIRA, Test Cases, System Testing, Manual Testing, Regression Testing, Requirements Analysis, Requirements Gathering, Business Requirements, Quality Assurance, Quality Center, JCL, SQL, HTML, Java, JavaScript, COBOL, UML, Oracle, DB2, CICS, IMS DB/DC, Test Planning, SDLC
Education
Osmania University
Master of Science (MS), Mathematics
Osmania University
Bachelor of Science (BS), Mathematics and Computer Science
Jared Victorius Jared Victorius's Vanguard Experience July 2014 - Present
Job Project Manager at Vanguard
Industry Investment Management
Experience
Vanguard July 2014 - Present
Vanguard June 2013 - August 2013
US Navy July 2010 - July 2012
USS Gary (FFG 51) October 2008 - July 2010
USS Bonhomme Richard (LHD 6) June 2006 - October 2008
Skills
Command, Defense, DoD, Maintenance & Repair, Military, Military Experience, Military Operations, National Security, Navy, Operational Planning, Security Clearance
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA), Management & Strategy, Finance
United States Naval Academy 2002 — 2006
BS, Economics
Vanguard July 2014 - Present
Vanguard June 2013 - August 2013
US Navy July 2010 - July 2012
USS Gary (FFG 51) October 2008 - July 2010
USS Bonhomme Richard (LHD 6) June 2006 - October 2008
Skills
Command, Defense, DoD, Maintenance & Repair, Military, Military Experience, Military Operations, National Security, Navy, Operational Planning, Security Clearance
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA), Management & Strategy, Finance
United States Naval Academy 2002 — 2006
BS, Economics
Cynthia Arriaga's Vanguard Experience February 2014 - Present
Job Global Network Operations Team Lead
Industry Financial Services
Experience
Vanguard February 2014 - Present
Vanguard January 2012 - February 2014
Vanguard July 2009 - January 2012
Progressive Insurance June 2008 - September 2008
Skills
Process Improvement, Project Management, Business Analysis, Microsoft Office, Leadership
Education
Rochester Institute of Technology 2007 — 2009
Master of Science (MS), Network and System Administration/Administrator
Oakwood College 2003 — 2007
Bachelor of Business Administration (B.B.A.), Information Technology
Vanguard February 2014 - Present
Vanguard January 2012 - February 2014
Vanguard July 2009 - January 2012
Progressive Insurance June 2008 - September 2008
Skills
Process Improvement, Project Management, Business Analysis, Microsoft Office, Leadership
Education
Rochester Institute of Technology 2007 — 2009
Master of Science (MS), Network and System Administration/Administrator
Oakwood College 2003 — 2007
Bachelor of Business Administration (B.B.A.), Information Technology
Prathima Swamy Prathima Swamy's Vanguard Experience October 2006 - April 2007
Job User Experience Designer at Ultimate Software
Industry Computer Software
Experience
Ultimate Software April 2011 - Present
Rare Medium Atlanta March 2011 - April 2011
Stone UX August 2010 - October 2010
AT&T Mobility March 2010 - April 2010
ADP Employease May 2007 - April 2010
Vanguard October 2006 - April 2007
Merck & Co,. Inc June 2005 - September 2006
TD Waterhouse 2004 - 2005
Satyam Computer services Limited August 2002 - April 2004
Globarena Technologies Pvt. Ltd. February 2002 - August 2002
Skills
User Experience, Web Design, User Interface Design, Usability Testing, Usability, Interaction Design, Wireframes, Photoshop, Balsamiq, OmniGraffle, Illustrator, Mobile Design, Persona, Competitive Analysis, User-centered Design, Web Development, User Interface, User Research
Education
Osmania University
Bachelors, Applied Arts & Visual Design
Ultimate Software April 2011 - Present
Rare Medium Atlanta March 2011 - April 2011
Stone UX August 2010 - October 2010
AT&T Mobility March 2010 - April 2010
ADP Employease May 2007 - April 2010
Vanguard October 2006 - April 2007
Merck & Co,. Inc June 2005 - September 2006
TD Waterhouse 2004 - 2005
Satyam Computer services Limited August 2002 - April 2004
Globarena Technologies Pvt. Ltd. February 2002 - August 2002
Skills
User Experience, Web Design, User Interface Design, Usability Testing, Usability, Interaction Design, Wireframes, Photoshop, Balsamiq, OmniGraffle, Illustrator, Mobile Design, Persona, Competitive Analysis, User-centered Design, Web Development, User Interface, User Research
Education
Osmania University
Bachelors, Applied Arts & Visual Design
Jason Reuter, CFA Jason Reuter, CFA's Vanguard Experience 2004 - 2005
Job Assistant Vice President Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman September 2010 - Present
GCoNJ May 2008 - March 2015
OppenheimerFunds July 2005 - September 2010
Vanguard 2004 - 2005
Vanguard April 2004 - November 2004
Vanguard 1999 - 2004
Vanguard 1998 - 1999
Skills
Asset Allocation, Mutual Funds, Fixed Income, Equities, Derivatives, Economics, Corporate Governance, Alternative Investments, International..., International Economics, Macroeconomics, Financial Economics, Investment Management, Investments, Financial Markets, Valuation, Financial Services, Financial Analysis, Risk Management, Finance, Hedge Funds, Portfolio Management, Asset Management, Capital Markets
Education
University of Denver 2010 — 2013
MA, Economics
Northern Illinois University 1993 — 1996
BA, Economics
Brown Brothers Harriman September 2010 - Present
GCoNJ May 2008 - March 2015
OppenheimerFunds July 2005 - September 2010
Vanguard 2004 - 2005
Vanguard April 2004 - November 2004
Vanguard 1999 - 2004
Vanguard 1998 - 1999
Skills
Asset Allocation, Mutual Funds, Fixed Income, Equities, Derivatives, Economics, Corporate Governance, Alternative Investments, International..., International Economics, Macroeconomics, Financial Economics, Investment Management, Investments, Financial Markets, Valuation, Financial Services, Financial Analysis, Risk Management, Finance, Hedge Funds, Portfolio Management, Asset Management, Capital Markets
Education
University of Denver 2010 — 2013
MA, Economics
Northern Illinois University 1993 — 1996
BA, Economics
K Blayne Easter K Blayne Easter's Vanguard Experience November 2010 - June 2015
Job Data Analyst / Statistician
Industry Financial Services
Experience
United Health Group / Optum June 2015 - Present
Delaware County Community College August 2014 - Present
Vanguard November 2010 - June 2015
Cmedia October 2007 - November 2009
Skills
SAS programming, Minitab, Knowledge Studio, SAS JMP, SAS, Data Analysis, JMP
Education
West Chester University
Masters of Science, Applied Statistics
Ohio University
Bachelors of Science, Industrial Technology
United Health Group / Optum June 2015 - Present
Delaware County Community College August 2014 - Present
Vanguard November 2010 - June 2015
Cmedia October 2007 - November 2009
Skills
SAS programming, Minitab, Knowledge Studio, SAS JMP, SAS, Data Analysis, JMP
Education
West Chester University
Masters of Science, Applied Statistics
Ohio University
Bachelors of Science, Industrial Technology
Samantha Choa Samantha Choa's Vanguard Experience October 2014 - Present
Job Investment Analyst, Investment R&D at Vanguard
Industry Investment Management
Experience
Vanguard October 2014 - Present
Vanguard November 2012 - September 2014
Vanguard July 2011 - October 2012
QBE the Americas June 2010 - August 2010
Marsh December 2004 - June 2009
Chubb April 2002 - November 2004
Skills
Investments, Mutual Funds, Capital Markets, Program Management, Strategy, Mergers & Acquisitions, Private Equity, Venture Capital, Competitive Analysis, Due Diligence
Education
Northwestern University - Kellogg School of Management 2009 — 2011
Master of Business Administration, Finance and Marketing
Wellesley College 1998 — 2002
Bachelor of Arts, International Relations and Spanish
Stuyvesant High School 1994 — 1998
Vanguard October 2014 - Present
Vanguard November 2012 - September 2014
Vanguard July 2011 - October 2012
QBE the Americas June 2010 - August 2010
Marsh December 2004 - June 2009
Chubb April 2002 - November 2004
Skills
Investments, Mutual Funds, Capital Markets, Program Management, Strategy, Mergers & Acquisitions, Private Equity, Venture Capital, Competitive Analysis, Due Diligence
Education
Northwestern University - Kellogg School of Management 2009 — 2011
Master of Business Administration, Finance and Marketing
Wellesley College 1998 — 2002
Bachelor of Arts, International Relations and Spanish
Stuyvesant High School 1994 — 1998
William Thrane William Thrane's Vanguard Experience January 2014 - Present
Job Investment Professional at Vanguard
Industry Financial Services
Experience
Vanguard January 2014 - Present
Robert Half International February 2013 - July 2013
Skills
Investment Strategies, Quantitative Analysis, Financial Forecasting, Business Analysis, Statistical Inference, Minitab, Microsoft Office, Excel, PowerPoint, Qualitative Research, Foreign Exchange, Regression Analysis, Wordpress, Ruby on Rails, Microsoft Excel, Quantitative Analytics, WordPress, Customer Service, Sales
Education
Old Dominion University 2008 — 2012
Bachelor's of Science, Economics and Finance
Western Albemarle High School 2004 — 2008
Vanguard January 2014 - Present
Robert Half International February 2013 - July 2013
Skills
Investment Strategies, Quantitative Analysis, Financial Forecasting, Business Analysis, Statistical Inference, Minitab, Microsoft Office, Excel, PowerPoint, Qualitative Research, Foreign Exchange, Regression Analysis, Wordpress, Ruby on Rails, Microsoft Excel, Quantitative Analytics, WordPress, Customer Service, Sales
Education
Old Dominion University 2008 — 2012
Bachelor's of Science, Economics and Finance
Western Albemarle High School 2004 — 2008
Jackie Gelman Jackie Gelman's Vanguard Experience September 2012 - Present
Job Creative Strategist, Prospect Marketing at Vanguard
Industry Marketing and Advertising
Experience
Vanguard September 2012 - Present
Mangos November 2004 - September 2012
The Martin Agency May 1995 - October 2004
Skills
Strategic Planning, Integrated Marketing, Marketing Strategy, Global Marketing, Advertising, Brand Management, Customer insight, Building Relationships
Education
Virginia Commonwealth University - School of Business 1996 — 1998
MBA
Northwestern University 1983 — 1987
BA, Math, Political Science
Vanguard September 2012 - Present
Mangos November 2004 - September 2012
The Martin Agency May 1995 - October 2004
Skills
Strategic Planning, Integrated Marketing, Marketing Strategy, Global Marketing, Advertising, Brand Management, Customer insight, Building Relationships
Education
Virginia Commonwealth University - School of Business 1996 — 1998
MBA
Northwestern University 1983 — 1987
BA, Math, Political Science
Kevin Treblow Kevin Treblow's Vanguard Experience August 2014 - Present
Job Client Relationship Specialist Flagship
Industry Financial Services
Experience
Vanguard August 2014 - Present
BNY Mellon June 2013 - October 2013
Ansaldo STS June 2012 - August 2012
Ansaldo STS June 2011 - August 2011
Allegheny River Health Club September 2009 - August 2010
Skills
Microsoft Excel, PowerPoint, Finance, Microsoft Office, Microsoft Word, Data Analysis, Customer Service, Time Management, Outlook, Research, Leadership, Teamwork, Project Management, Program Management, SharePoint, Financial Analysis, Access, Forecasting
Education
Ohio University 2010 — 2014
Business, Finance
Vanguard August 2014 - Present
BNY Mellon June 2013 - October 2013
Ansaldo STS June 2012 - August 2012
Ansaldo STS June 2011 - August 2011
Allegheny River Health Club September 2009 - August 2010
Skills
Microsoft Excel, PowerPoint, Finance, Microsoft Office, Microsoft Word, Data Analysis, Customer Service, Time Management, Outlook, Research, Leadership, Teamwork, Project Management, Program Management, SharePoint, Financial Analysis, Access, Forecasting
Education
Ohio University 2010 — 2014
Business, Finance
Gary Perkins Gary Perkins's Vanguard Experience November 2006 - June 2008
Job Ceo And Founder of Above Only.
Industry Consumer Services
Experience
Above Only Llc July 2013 - Present
Convergys/Directv September 2011 - Present
2008The Vanguard Group November 2007 - Present
2004M. Davis and Company Inc October 2004 - Present
Above Only Professional Services June 2001 - Present
Above Only Inc June 2001 - Present
SmartCircle June 2012 - June 2015
JPMorgan Chase July 2012 - July 2013
Vanguard November 2006 - June 2008
Nutrisystem October 2005 - September 2007
Skills
Customer Satisfaction, SDLC, Data Entry, Market Research, Applicant Tracking..., Sales, Vendor Management, Training, Access, Sales Management, Analysis, Microsoft Office, Time Management, Account Management, Team Leadership, Customer Service, Recruiting, Internet Recruiting, Strategic Planning, Customer Retention, Human Resources, Employee Relations, Onboarding, Team Building, PeopleSoft, Outlook, Project Management, Management, Leadership, Public Speaking, Microsoft Excel, Event Planning, Social Media
Education
Peirce College 2003 — 2007
Computer and Information Sciences and Support Services
Strayer University (VA)
Bachelor of Applied Science (BASc), Information Technology
Cosmetology
Empire Beauty School
Martin Luther King Jr
Diploma, Business Major
Above Only Llc July 2013 - Present
Convergys/Directv September 2011 - Present
2008The Vanguard Group November 2007 - Present
2004M. Davis and Company Inc October 2004 - Present
Above Only Professional Services June 2001 - Present
Above Only Inc June 2001 - Present
SmartCircle June 2012 - June 2015
JPMorgan Chase July 2012 - July 2013
Vanguard November 2006 - June 2008
Nutrisystem October 2005 - September 2007
Skills
Customer Satisfaction, SDLC, Data Entry, Market Research, Applicant Tracking..., Sales, Vendor Management, Training, Access, Sales Management, Analysis, Microsoft Office, Time Management, Account Management, Team Leadership, Customer Service, Recruiting, Internet Recruiting, Strategic Planning, Customer Retention, Human Resources, Employee Relations, Onboarding, Team Building, PeopleSoft, Outlook, Project Management, Management, Leadership, Public Speaking, Microsoft Excel, Event Planning, Social Media
Education
Peirce College 2003 — 2007
Computer and Information Sciences and Support Services
Strayer University (VA)
Bachelor of Applied Science (BASc), Information Technology
Cosmetology
Empire Beauty School
Martin Luther King Jr
Diploma, Business Major
Cydney Rooks Cydney Rooks's Vanguard Experience October 2003 - June 2006
Job Producer, Ceeker Productions, LLC
Industry Entertainment
Experience
Ceeker Productions October 2009 - Present
Screen Actors Guild March 2011 - Present
Phoenix Theatre January 2013 - Present
Republic Services January 2013 - July 2013
Chrome Dome January 2009 - November 2011
Medical Asset Management June 2009 - January 2011
Jones Lang LaSalle June 2006 - June 2009
Vanguard October 2003 - June 2006
Tishman Speyer August 2003 - October 2003
Skills
Acting, Film Production, PowerPoint, Microsoft Excel, Organizing, Typing, Appointment Scheduling, Microsoft Word, Project Coordination, Travel Management, Client Relations Skills, Telephone Reception, Project Management, Direct Mail Campaigns, Email Marketing, Social Networking, Windows, Mac OS X, Access, Outlook, QuickBooks, Quicken, Wordpress, Project Direction, Songwriting, Directing, Singing, Writing, Film Acting, Screenwriting, Stage, Theatre, Comedy, Drama, Leadership
Education
Scottsdale Community College
Cinematography and Film/Video Production
Half Hollow HIlls High School East
Otterbein University
Bachelor of Arts (B.A.), Theatre/Theater and Speech Communications
Paradise Valley Community College
Accounting and Business/Management
Richard Lawson Studios
Ceeker Productions October 2009 - Present
Screen Actors Guild March 2011 - Present
Phoenix Theatre January 2013 - Present
Republic Services January 2013 - July 2013
Chrome Dome January 2009 - November 2011
Medical Asset Management June 2009 - January 2011
Jones Lang LaSalle June 2006 - June 2009
Vanguard October 2003 - June 2006
Tishman Speyer August 2003 - October 2003
Skills
Acting, Film Production, PowerPoint, Microsoft Excel, Organizing, Typing, Appointment Scheduling, Microsoft Word, Project Coordination, Travel Management, Client Relations Skills, Telephone Reception, Project Management, Direct Mail Campaigns, Email Marketing, Social Networking, Windows, Mac OS X, Access, Outlook, QuickBooks, Quicken, Wordpress, Project Direction, Songwriting, Directing, Singing, Writing, Film Acting, Screenwriting, Stage, Theatre, Comedy, Drama, Leadership
Education
Scottsdale Community College
Cinematography and Film/Video Production
Half Hollow HIlls High School East
Otterbein University
Bachelor of Arts (B.A.), Theatre/Theater and Speech Communications
Paradise Valley Community College
Accounting and Business/Management
Richard Lawson Studios
Lisa (Roche) Berlage, MBA, CFP® Lisa (Roche) Berlage, MBA, CFP®'s Vanguard Experience July 2014 - Present
Job Senior Wealth Advisor at Vanguard
Industry Investment Management
Experience
Vanguard July 2014 - Present
Hewins Financial Wipfli Hewins April 2013 - July 2014
Wipfli Hewins Investment Advisors October 2010 - April 2013
Lindgren, Callihan, Van Osdol & Co., Ltd. August 2003 - October 2010
Little People's Place May 2002 - August 2003
Belvidere National Bank & Trust Co. January 1999 - May 2002
Skills
Comprehensive Wealth..., Financial Planning, Cash Flow Management, Scenario Planning, Wealth Management, Financial Advisory, Mutual Funds, Investment Management, Investment Strategies, Financial Planners, Finance, Personal Finance, CRM, Retirement Planning, Asset Allocation, Investment Advisory, Asset Management, Estate Planning, Tax, Investments, Access, Retirement, Financial Analysis, Risk Management
Education
Rockford University 1998 — 2001
MBA
Northern Illinois University 1990 — 1995
BGS
The American College
CFP Certification Curriculum
Vanguard July 2014 - Present
Hewins Financial Wipfli Hewins April 2013 - July 2014
Wipfli Hewins Investment Advisors October 2010 - April 2013
Lindgren, Callihan, Van Osdol & Co., Ltd. August 2003 - October 2010
Little People's Place May 2002 - August 2003
Belvidere National Bank & Trust Co. January 1999 - May 2002
Skills
Comprehensive Wealth..., Financial Planning, Cash Flow Management, Scenario Planning, Wealth Management, Financial Advisory, Mutual Funds, Investment Management, Investment Strategies, Financial Planners, Finance, Personal Finance, CRM, Retirement Planning, Asset Allocation, Investment Advisory, Asset Management, Estate Planning, Tax, Investments, Access, Retirement, Financial Analysis, Risk Management
Education
Rockford University 1998 — 2001
MBA
Northern Illinois University 1990 — 1995
BGS
The American College
CFP Certification Curriculum
Elizabeth Green Jenior Elizabeth Green Jenior's Vanguard Experience September 2004 - July 2005
Job AttorneyAdvisor at U.S. Customs and Border Protection
Industry Law Practice
Experience
U.S. Customs and Border Protection June 2010 - Present
FDAImports.com April 2009 - June 2010
T. Rowe Price October 2005 - October 2006
Vanguard September 2004 - July 2005
Skills
International Trade, Policy Analysis, Government, International Law, International Trade Law, Legal Assistance, Criminal Law, Federal Government, Appeals, Research, Commercial Litigation, Nonprofits, Corporate Law, Public Speaking, Licensing, Policy, Non-profits, Legal Writing, Estate Planning, Mergers, Family Law, Mediation, Trademarks, Civil Litigation, Legal Research, Community Outreach, Hearings, Legal Issues, Microsoft Excel, Editing
Education
University of Maryland Francis King Carey School of Law 2005 — 2009
J.D., Law
Notre Dame of Maryland University 1999 — 2003
B.A., French Studies
Université de Rennes I
U.S. Customs and Border Protection June 2010 - Present
FDAImports.com April 2009 - June 2010
T. Rowe Price October 2005 - October 2006
Vanguard September 2004 - July 2005
Skills
International Trade, Policy Analysis, Government, International Law, International Trade Law, Legal Assistance, Criminal Law, Federal Government, Appeals, Research, Commercial Litigation, Nonprofits, Corporate Law, Public Speaking, Licensing, Policy, Non-profits, Legal Writing, Estate Planning, Mergers, Family Law, Mediation, Trademarks, Civil Litigation, Legal Research, Community Outreach, Hearings, Legal Issues, Microsoft Excel, Editing
Education
University of Maryland Francis King Carey School of Law 2005 — 2009
J.D., Law
Notre Dame of Maryland University 1999 — 2003
B.A., French Studies
Université de Rennes I
Christopher Naglieri's Vanguard Experience May 2013 - Present
Job Investment Support Analyst at Vanguard
Industry Financial Services
Experience
Vanguard May 2013 - Present
Vanguard June 2012 - May 2013
Vanguard August 2010 - June 2012
UBS FINANCIAL SERVICES August 2009 - December 2009
Skills
Client Relationship..., Financial Planning, Economic Policy, Financial Analysis, Fixed Income Analysis
Education
Pace University - Lubin School of Business
BBA, Finance
Vanguard May 2013 - Present
Vanguard June 2012 - May 2013
Vanguard August 2010 - June 2012
UBS FINANCIAL SERVICES August 2009 - December 2009
Skills
Client Relationship..., Financial Planning, Economic Policy, Financial Analysis, Fixed Income Analysis
Education
Pace University - Lubin School of Business
BBA, Finance
Sam Hauxwell's Vanguard Experience May 2008 - April 2011
Job Financial Advisor at Raymond James Financial Services, Inc. Member FINRA / SIPC
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA / SIPC July 2011 - Present
Vanguard May 2008 - April 2011
Education
Oregon State University 2003 — 2007
Bachelor of Science (BS), Finance and Economics
Vienna University of Business Administration 2006 — 2006
International Business
Raymond James Financial Services, Inc. Member FINRA / SIPC July 2011 - Present
Vanguard May 2008 - April 2011
Education
Oregon State University 2003 — 2007
Bachelor of Science (BS), Finance and Economics
Vienna University of Business Administration 2006 — 2006
International Business
David Stribula's Vanguard Experience March 2014 - Present
Job Retirement Associate at Vanguard
Industry Financial Services
Experience
Vanguard March 2014 - Present
JPMorgan Chase February 2013 - February 2014
Lincoln Financial Advisors July 2010 - February 2013
Infinite Capital, LLC November 2008 - January 2009
Skills
Microsoft Office, Economics, Financial Analysis, Financial Modeling, Strategic Financial..., Research, Coaching, Training, Leadership, Risk Management, Retirement, Financial Advisory, Analysis, Investments, Finance, Financial Planning, Microsoft Excel, Financial Services, Customer Service
Education
CFA Institute
2015 Level I Candidate in the CFA Program
Ohio University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, Economics
Vanguard March 2014 - Present
JPMorgan Chase February 2013 - February 2014
Lincoln Financial Advisors July 2010 - February 2013
Infinite Capital, LLC November 2008 - January 2009
Skills
Microsoft Office, Economics, Financial Analysis, Financial Modeling, Strategic Financial..., Research, Coaching, Training, Leadership, Risk Management, Retirement, Financial Advisory, Analysis, Investments, Finance, Financial Planning, Microsoft Excel, Financial Services, Customer Service
Education
CFA Institute
2015 Level I Candidate in the CFA Program
Ohio University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, Economics
Chandrasekhar Seelam Chandrasekhar Seelam's Vanguard Experience November 2010 - October 2011
Job BI Specialist at Verizon Enterprise Solutions
Industry Consumer Goods
Experience
Verizon Enterprise Solutions October 2012 - Present
iGATE Global Solutions October 2011 - October 2012
Church & Dwight, Co., Inc. November 2011 - August 2012
Vanguard November 2010 - October 2011
H J Heinz August 2007 - November 2010
IBM Global Services February 2006 - November 2010
Thomson Reuters December 2004 - June 2007
Datamatics Global Services 2003 - 2006
Skills
OBIEE, Informatica, Oracle 9i, Siebel, Siebel Analytics, Oracle 10g, SSIS, Oracle BI Apps, Cognos, Essbase, Microsoft SQL Server, Toad, SQL Developer, PL/SQL, DAC, HTML, XML, JSP, VB Script, JavaScript
Education
Osmania University 2000 — 2003
Master's degree, Computer Science
Verizon Enterprise Solutions October 2012 - Present
iGATE Global Solutions October 2011 - October 2012
Church & Dwight, Co., Inc. November 2011 - August 2012
Vanguard November 2010 - October 2011
H J Heinz August 2007 - November 2010
IBM Global Services February 2006 - November 2010
Thomson Reuters December 2004 - June 2007
Datamatics Global Services 2003 - 2006
Skills
OBIEE, Informatica, Oracle 9i, Siebel, Siebel Analytics, Oracle 10g, SSIS, Oracle BI Apps, Cognos, Essbase, Microsoft SQL Server, Toad, SQL Developer, PL/SQL, DAC, HTML, XML, JSP, VB Script, JavaScript
Education
Osmania University 2000 — 2003
Master's degree, Computer Science
Alan Baseden Alan Baseden's Vanguard Experience August 2011 - Present
Job Rich Media Designer at Vanguard
Industry Internet
Experience
Vanguard August 2011 - Present
Alan Baseden Interactive 1993 - Present
The Associated Press March 2009 - July 2011
The Philadelphia Inquirer October 2004 - January 2009
The Associated Press, AP Digital January 2002 - October 2004
BusinessWeek April 1993 - July 2001
The Associated Press 1991 - 1993
Skills
Flash, QuarkXPress
Education
Parsons School of Design 1985 — 1988
Vanguard August 2011 - Present
Alan Baseden Interactive 1993 - Present
The Associated Press March 2009 - July 2011
The Philadelphia Inquirer October 2004 - January 2009
The Associated Press, AP Digital January 2002 - October 2004
BusinessWeek April 1993 - July 2001
The Associated Press 1991 - 1993
Skills
Flash, QuarkXPress
Education
Parsons School of Design 1985 — 1988
Emmanuel Ogunyemi MBA Emmanuel Ogunyemi MBA's Vanguard Experience December 2011 - Present
Job Financial Analyst at Vanguard
Industry Financial Services
Experience
Vanguard December 2011 - Present
LinkShare Corporation May 2010 - December 2011
Bomytel LLC. May 2010 - December 2011
MASTERCARD WORLDWIDE May 2005 - May 2010
MBRACE, Sports Marketing and Promotion February 2009 - December 2009
Skills
Financial Analysis, Budgets, Access, Project Management, Analysis, Process Improvement, Forecasting, QuickBooks, Cross-functional Team..., Account Reconciliation, Accounts Receivable, Business Strategy, Data Analysis, Financial Modeling, Team Management, Training, Project Planning, Strategic Planning, SAP, Management
Education
Pace University - Lubin School of Business 2008 — 2009
MBA, Financial Management
State University of New York at New Paltz 2004 — 2005
N/A, Business
University of Ibadan 1992 — 1998
Bachelor of Science, Computer Science
Vanguard December 2011 - Present
LinkShare Corporation May 2010 - December 2011
Bomytel LLC. May 2010 - December 2011
MASTERCARD WORLDWIDE May 2005 - May 2010
MBRACE, Sports Marketing and Promotion February 2009 - December 2009
Skills
Financial Analysis, Budgets, Access, Project Management, Analysis, Process Improvement, Forecasting, QuickBooks, Cross-functional Team..., Account Reconciliation, Accounts Receivable, Business Strategy, Data Analysis, Financial Modeling, Team Management, Training, Project Planning, Strategic Planning, SAP, Management
Education
Pace University - Lubin School of Business 2008 — 2009
MBA, Financial Management
State University of New York at New Paltz 2004 — 2005
N/A, Business
University of Ibadan 1992 — 1998
Bachelor of Science, Computer Science
Arvinder Singh Arvinder Singh's Vanguard Experience June 2007 - March 2008
Job QA Analyst (Credit Cards) at CIBC
Industry Information Technology and Services
Experience
CIBC May 2014 - Present
Thomson Reuters June 2013 - January 2014
Imex Systems Inc. October 2011 - June 2013
Allstate January 2010 - September 2010
Southland Life Insurance Co February 2009 - January 2010
Yankee Candle Company May 2008 - January 2009
Vanguard June 2007 - March 2008
Skills
Quality Center, Test Planning, Testing, QTP, Regression Testing, Test Automation, Manual Testing, SDLC, Requirements Analysis, XML, Test Cases, Agile Methodologies, SQL, Microsoft SQL Server, Quality Assurance, System Testing, User Acceptance Testing, Integration Testing, Component Testing, Defect Life Cycle, Agile & Waterfall..., VBScript, HP Quality Center, HP QTP
Education
Symbiosis institute of Management Studies 1996 — 1998
Masters of Business Administration, Finance
Panjab University 1993 — 1996
Bachelors of Commerce
International Software Testing Qualifications Board - ISTQB
CTFL - Certified Tester Foundation Level
CIBC May 2014 - Present
Thomson Reuters June 2013 - January 2014
Imex Systems Inc. October 2011 - June 2013
Allstate January 2010 - September 2010
Southland Life Insurance Co February 2009 - January 2010
Yankee Candle Company May 2008 - January 2009
Vanguard June 2007 - March 2008
Skills
Quality Center, Test Planning, Testing, QTP, Regression Testing, Test Automation, Manual Testing, SDLC, Requirements Analysis, XML, Test Cases, Agile Methodologies, SQL, Microsoft SQL Server, Quality Assurance, System Testing, User Acceptance Testing, Integration Testing, Component Testing, Defect Life Cycle, Agile & Waterfall..., VBScript, HP Quality Center, HP QTP
Education
Symbiosis institute of Management Studies 1996 — 1998
Masters of Business Administration, Finance
Panjab University 1993 — 1996
Bachelors of Commerce
International Software Testing Qualifications Board - ISTQB
CTFL - Certified Tester Foundation Level
Daniel Bowden Daniel Bowden's Vanguard Experience January 2013 - Present
Job Developer at Vanguard
Industry Information Technology and Services
Experience
Vanguard January 2013 - Present
Vanguard May 2012 - August 2012
Connetx Inc May 2011 - October 2011
EVO Merchant Services May 2011 - July 2011
Skills
JavaScript, jQuery, C#, Java, ASP.NET, SQL, HTML, Software Development, Web Development, ASP.NET MVC, XML, Entity Framework, AJAX, Design Patterns, Spring, REST, JSON, Scrum, Web Applications, jQuery Mobile, MySQL, Spring Framework, Visual Studio, jQuery UI, Responsiveness, Linux, MVC, JUnit, AngularJS, Node.js, CSS, Databases, Visio, iText, AspectJ, Unix, Information Security, NUnit, EasyMock, PowerMock, Maven2, Jenkins, CouchDB, Jasmine, Bitcoin, PhoneGap, Ionic, GruntJS, Facebook API, MongoDB
Education
Penn State University 2013 — 2016
Master's degree, Computer Software Engineering
Pennsylvania State University-Penn State Abington 2010 — 2012
Bachelor of Science (BS), Information Technology
Vanguard January 2013 - Present
Vanguard May 2012 - August 2012
Connetx Inc May 2011 - October 2011
EVO Merchant Services May 2011 - July 2011
Skills
JavaScript, jQuery, C#, Java, ASP.NET, SQL, HTML, Software Development, Web Development, ASP.NET MVC, XML, Entity Framework, AJAX, Design Patterns, Spring, REST, JSON, Scrum, Web Applications, jQuery Mobile, MySQL, Spring Framework, Visual Studio, jQuery UI, Responsiveness, Linux, MVC, JUnit, AngularJS, Node.js, CSS, Databases, Visio, iText, AspectJ, Unix, Information Security, NUnit, EasyMock, PowerMock, Maven2, Jenkins, CouchDB, Jasmine, Bitcoin, PhoneGap, Ionic, GruntJS, Facebook API, MongoDB
Education
Penn State University 2013 — 2016
Master's degree, Computer Software Engineering
Pennsylvania State University-Penn State Abington 2010 — 2012
Bachelor of Science (BS), Information Technology
Brandon Bowers Brandon Bowers's Vanguard Experience January 2009 - August 2010
Job Client Director at GE Healthcare
Industry Hospital & Health Care
Experience
GE Healthcare January 2014 - Present
IBM June 2012 - January 2014
IBM July 2011 - June 2012
IBM August 2010 - July 2011
Vanguard January 2009 - August 2010
Vanguard June 2007 - January 2009
Vanguard May 2004 - June 2007
Skills
Direct Sales, Business Relationship..., Financial Planning, Financial Analysis, Financial Modeling, Marketing Strategy, IT Governance, IT Transformation, Business Intelligence, Strategic Planning, Team Leadership, Cross-functional Team..., Analytics, Business Development, Cloud Computing, Leadership, Management, Project Management, Solution Selling, Strategic Financial...
Education
Penn State University
Master of Business Administration, Marketing, Finance
Old Dominion University
Bachelor of Science (BS), Business Administration and Management, General
GE Healthcare January 2014 - Present
IBM June 2012 - January 2014
IBM July 2011 - June 2012
IBM August 2010 - July 2011
Vanguard January 2009 - August 2010
Vanguard June 2007 - January 2009
Vanguard May 2004 - June 2007
Skills
Direct Sales, Business Relationship..., Financial Planning, Financial Analysis, Financial Modeling, Marketing Strategy, IT Governance, IT Transformation, Business Intelligence, Strategic Planning, Team Leadership, Cross-functional Team..., Analytics, Business Development, Cloud Computing, Leadership, Management, Project Management, Solution Selling, Strategic Financial...
Education
Penn State University
Master of Business Administration, Marketing, Finance
Old Dominion University
Bachelor of Science (BS), Business Administration and Management, General
Alisha Johnson, PHR's Vanguard Experience November 2007 - September 2010
Job Affirmative Action & Diversity at Cognizant Technology Solutions
Industry Human Resources
Experience
Cognizant Technology Solutions February 2014 - Present
Cognizant Technology Solutions July 2013 - January 2014
Cognizant Technology Solutions November 2011 - June 2013
Arizona Public Service (APS) September 2010 - November 2011
Vanguard November 2007 - September 2010
Vanguard October 2006 - November 2007
Vanguard August 2005 - October 2006
CIT Group August 2004 - August 2005
Skills
Training, Human Resources, Leadership, Employee Relations, Performance Management, Research, Employee Engagement, HR Policies, Coaching, Software Documentation
Education
Ottawa University
Bachelor of Arts degree, Human Resources
Cognizant Technology Solutions February 2014 - Present
Cognizant Technology Solutions July 2013 - January 2014
Cognizant Technology Solutions November 2011 - June 2013
Arizona Public Service (APS) September 2010 - November 2011
Vanguard November 2007 - September 2010
Vanguard October 2006 - November 2007
Vanguard August 2005 - October 2006
CIT Group August 2004 - August 2005
Skills
Training, Human Resources, Leadership, Employee Relations, Performance Management, Research, Employee Engagement, HR Policies, Coaching, Software Documentation
Education
Ottawa University
Bachelor of Arts degree, Human Resources
Arturo Donzella Arturo Donzella's Vanguard Experience July 2015 - Present
Job Client Relationship Specialist at Vanguard
Industry Financial Services
Experience
Vanguard July 2015 - Present
On Q Financial, Inc. January 2015 - June 2015
Merrill Edge August 2014 - December 2014
On Q Financial, Inc. April 2013 - August 2014
Quicken Loans June 2011 - June 2012
SharpShine Automobile Detailing September 2010 - June 2011
Citi Bank March 2010 - August 2010
H&R Block December 2009 - March 2010
Skills
Leadership, Management, Customer Service, Payroll, Marketing, Program Management, Credit, Banking, Financial Analysis, Investments, Strategic Financial..., FHA, VA loans, Accounting, Finance, Sales, Residential Mortgages, VA Loans
Education
Park University 2006 — 2008
Bachelors of Arts, Business Administration / Marketing
Vanguard July 2015 - Present
On Q Financial, Inc. January 2015 - June 2015
Merrill Edge August 2014 - December 2014
On Q Financial, Inc. April 2013 - August 2014
Quicken Loans June 2011 - June 2012
SharpShine Automobile Detailing September 2010 - June 2011
Citi Bank March 2010 - August 2010
H&R Block December 2009 - March 2010
Skills
Leadership, Management, Customer Service, Payroll, Marketing, Program Management, Credit, Banking, Financial Analysis, Investments, Strategic Financial..., FHA, VA loans, Accounting, Finance, Sales, Residential Mortgages, VA Loans
Education
Park University 2006 — 2008
Bachelors of Arts, Business Administration / Marketing
Daniel Bubb Daniel Bubb's Vanguard Experience November 2011 - Present
Job Senior Manager Corporate Strategy at Vanguard
Industry Financial Services
Experience
Vanguard November 2011 - Present
McKinsey & Company November 2008 - August 2011
Target June 2007 - August 2007
Georgetown Preparatory School August 2004 - June 2006
Mercer Management Consulting July 2002 - July 2004
St. Sebastian's School August 2001 - June 2002
Education
Northwestern University - Kellogg School of Management 2006 — 2008
MBA, Finance, Strategy
Williams College 1997 — 2001
BA, Economics
Vanguard November 2011 - Present
McKinsey & Company November 2008 - August 2011
Target June 2007 - August 2007
Georgetown Preparatory School August 2004 - June 2006
Mercer Management Consulting July 2002 - July 2004
St. Sebastian's School August 2001 - June 2002
Education
Northwestern University - Kellogg School of Management 2006 — 2008
MBA, Finance, Strategy
Williams College 1997 — 2001
BA, Economics
Daniel Vasile Daniel Vasile's Vanguard Experience May 2012 - Present
Job High Net Worth Client Relationship Manager
Industry Financial Services
Experience
Vanguard May 2012 - Present
Meridian Bank March 2008 - August 2008
Wells Fargo Bank September 2005 - September 2007
Lasalle Bank 1997 - 2005
Skills
Manage Client..., Investments, General Securities..., Portfolio Management, Investment Strategies, Customer Experience..., Series 7, Series 63, Customer Service..., Customer Solutions, Financial Modeling, Sales Management, Financial Accounting, Financial Analysis, Treasury & Cash..., Business Development, Credit Manager, Competitive & Market..., Ability to Manage, Management Consulting, Cash Flow Management, Risk Management, Social media, Real Estate Financing, Financial Management, Hospitality, Hospitality Management, Commercial Lending, Sales, Financial Services, Banking, Loans, Finance, Time Management, Credit, Cash Management, Mortgage Lending, Credit Analysis, Social Media, CRM, Customer Service, Management, Leadership, Commercial Banking, Relationship Management
Education
Northern Illinois University - College of Business 1994 — 1997
Bachelors of Science, Finance
University of Illinois at Urbana-Champaign 1993 — 1994
General Business
Le Cordon Bleu College of Culinary Arts 2010 — 2011
Associate of Occupational Studies, Hospitality and Restaurant Management
Vanguard May 2012 - Present
Meridian Bank March 2008 - August 2008
Wells Fargo Bank September 2005 - September 2007
Lasalle Bank 1997 - 2005
Skills
Manage Client..., Investments, General Securities..., Portfolio Management, Investment Strategies, Customer Experience..., Series 7, Series 63, Customer Service..., Customer Solutions, Financial Modeling, Sales Management, Financial Accounting, Financial Analysis, Treasury & Cash..., Business Development, Credit Manager, Competitive & Market..., Ability to Manage, Management Consulting, Cash Flow Management, Risk Management, Social media, Real Estate Financing, Financial Management, Hospitality, Hospitality Management, Commercial Lending, Sales, Financial Services, Banking, Loans, Finance, Time Management, Credit, Cash Management, Mortgage Lending, Credit Analysis, Social Media, CRM, Customer Service, Management, Leadership, Commercial Banking, Relationship Management
Education
Northern Illinois University - College of Business 1994 — 1997
Bachelors of Science, Finance
University of Illinois at Urbana-Champaign 1993 — 1994
General Business
Le Cordon Bleu College of Culinary Arts 2010 — 2011
Associate of Occupational Studies, Hospitality and Restaurant Management
David Thompson David Thompson's Vanguard Experience 1997 - 1999
Job Talent Acquisition Manager Ecommerce and Technology
Industry Information Technology and Services
Experience
Urban Outfitters January 2010 - Present
Jameson Consulting January 2009 - November 2010
Jameson Consulting June 2005 - December 2008
Ascena Retail Group, Inc. 2006 - 2007
Starpoint Solutions 2001 - 2005
Siemens Healthcare 2001 - 2005
Advanta 1997 - 2000
Vanguard 1997 - 1999
Skills
E-commerce, Analytics, Executive Search, CRM, Retail, Linux, ATG Commerce, JavaScript, Java, J2EE Web Services, Recruiting, Management, Talent Acquisition, Business Development, Enterprise Software, Talent Management
Education
Penn State Abington 1987 — 1989
Business Administration
Bensalem High School
Urban Outfitters January 2010 - Present
Jameson Consulting January 2009 - November 2010
Jameson Consulting June 2005 - December 2008
Ascena Retail Group, Inc. 2006 - 2007
Starpoint Solutions 2001 - 2005
Siemens Healthcare 2001 - 2005
Advanta 1997 - 2000
Vanguard 1997 - 1999
Skills
E-commerce, Analytics, Executive Search, CRM, Retail, Linux, ATG Commerce, JavaScript, Java, J2EE Web Services, Recruiting, Management, Talent Acquisition, Business Development, Enterprise Software, Talent Management
Education
Penn State Abington 1987 — 1989
Business Administration
Bensalem High School
Maya Davidova Maya Davidova's Vanguard Experience August 2012 - Present
Job Fund Compliance Administrator at Vanguard
Industry Financial Services
Experience
Vanguard August 2012 - Present
Vanguard January 2015 - March 2015
Vanguard August 2011 - August 2012
Vanguard October 2010 - August 2011
Skills
Microsoft Excel
Education
Northwood University 2005 — 2009
Bachelor of Business Administration (BBA), Banking & Finance, Economics, Management
Vanguard August 2012 - Present
Vanguard January 2015 - March 2015
Vanguard August 2011 - August 2012
Vanguard October 2010 - August 2011
Skills
Microsoft Excel
Education
Northwood University 2005 — 2009
Bachelor of Business Administration (BBA), Banking & Finance, Economics, Management
Danielle Fernandez Danielle Fernandez's Vanguard Experience July 2011 - October 2011
Job Transportation Sales Rep at C.H. Robinson Worldwide, Inc.
Industry Logistics and Supply Chain
Experience
C.H. Robinson Worldwide, Inc. 2011 - Present
Vanguard July 2011 - October 2011
Hy Vee December 2009 - December 2010
Captain Ron's Bar and Grill May 2008 - August 2008
Head Start October 2007 - May 2008
Skills
Customer Satisfaction, Customer Service, Leadership, Sales, Teamwork, Merchandising, Microsoft Office, Inventory Management, Time Management, Microsoft Excel, Outlook, PowerPoint, Microsoft Word, Team Building
Education
Université de Liège 2009 — 2009
European Relations
Northwest Missouri State University 2005 — 2009
Business Management and Marketing
C.H. Robinson Worldwide, Inc. 2011 - Present
Vanguard July 2011 - October 2011
Hy Vee December 2009 - December 2010
Captain Ron's Bar and Grill May 2008 - August 2008
Head Start October 2007 - May 2008
Skills
Customer Satisfaction, Customer Service, Leadership, Sales, Teamwork, Merchandising, Microsoft Office, Inventory Management, Time Management, Microsoft Excel, Outlook, PowerPoint, Microsoft Word, Team Building
Education
Université de Liège 2009 — 2009
European Relations
Northwest Missouri State University 2005 — 2009
Business Management and Marketing
Courtney Foley Courtney Foley's Vanguard Experience May 2015 - Present
Job Project Administrator at Vanguard
Industry Financial Services
Experience
Vanguard May 2015 - Present
Vanguard August 2013 - May 2015
Vanguard June 2012 - August 2013
Northampton Valley Country Club April 2010 - March 2013
Giant Food August 2007 - May 2010
Skills
Upgrade Office..., International Traveler, Customer Service, Events, Front-end, Internet, Invoicing, Leadership, Microsoft Office, Managerial Research, Office Management, Problem Solving
Education
Pennsylvania State University-Penn State Abington 2008 — 2012
Bachelor of Science (B.S.), Marketing/Marketing Management, General, 4.0
Pennsylvania State University-Great Valley Graduate Center
Master of Business Administration (MBA)
Vanguard May 2015 - Present
Vanguard August 2013 - May 2015
Vanguard June 2012 - August 2013
Northampton Valley Country Club April 2010 - March 2013
Giant Food August 2007 - May 2010
Skills
Upgrade Office..., International Traveler, Customer Service, Events, Front-end, Internet, Invoicing, Leadership, Microsoft Office, Managerial Research, Office Management, Problem Solving
Education
Pennsylvania State University-Penn State Abington 2008 — 2012
Bachelor of Science (B.S.), Marketing/Marketing Management, General, 4.0
Pennsylvania State University-Great Valley Graduate Center
Master of Business Administration (MBA)
Nicole Akwei Nicole Akwei's Vanguard Experience December 2014 - Present
Job Vanguard Accelerated Development Program at Vanguard
Industry Financial Services
Experience
Vanguard December 2014 - Present
J.Crew October 2014 - December 2014
Anibok Investment Chambers Pty. Ltd. June 2013 - August 2013
FinMark Trust June 2013 - August 2013
CARE June 2012 - August 2012
International Housing Solutions May 2011 - August 2011
New Faces New Voices May 2011 - August 2011
Dwight-Englewood School July 2010 - August 2010
Skills
International..., NGOs, Nonprofits, Fundraising, International Relations, Program Management, Investment Banking, Financial Analysis, International Economics, Emerging Markets, Strategy, Investments, Entrepreneurship, Research, Portfolio Management, Microsoft Excel, Microsoft Word, Social Media, Microsoft Office, Public Speaking, Finance
Education
Oxford Brookes University 2011 — 2014
Bachelor of Arts (BA), Economics, Finance, and International Relations
Pratt Institute 2010 — 2011
Bachelor of Architecture (B.Arch.), Architecture
Dwight Englewood School 2000 — 2010
Vanguard December 2014 - Present
J.Crew October 2014 - December 2014
Anibok Investment Chambers Pty. Ltd. June 2013 - August 2013
FinMark Trust June 2013 - August 2013
CARE June 2012 - August 2012
International Housing Solutions May 2011 - August 2011
New Faces New Voices May 2011 - August 2011
Dwight-Englewood School July 2010 - August 2010
Skills
International..., NGOs, Nonprofits, Fundraising, International Relations, Program Management, Investment Banking, Financial Analysis, International Economics, Emerging Markets, Strategy, Investments, Entrepreneurship, Research, Portfolio Management, Microsoft Excel, Microsoft Word, Social Media, Microsoft Office, Public Speaking, Finance
Education
Oxford Brookes University 2011 — 2014
Bachelor of Arts (BA), Economics, Finance, and International Relations
Pratt Institute 2010 — 2011
Bachelor of Architecture (B.Arch.), Architecture
Dwight Englewood School 2000 — 2010
William Fleet William Fleet's Vanguard Experience November 2010 - June 2011
Job Senior Software Developer Ecommerce at Lowe's Companies, Inc.
Industry Financial Services
Experience
Lowe's Companies, Inc. April 2015 - Present
Lowe's Companies, Inc. September 2014 - Present
The Fleet Group July 2011 - Present
TEKsystems September 2014 - April 2015
TEKsystems May 2013 - June 2014
Wells Fargo Securities May 2013 - June 2014
Time Warner Cable February 2013 - May 2013
Duke Energy Corporation January 2012 - February 2013
SMCI January 2012 - February 2013
Vanguard November 2010 - June 2011
Skills
JavaScript, HTML, CSS, Java, Ruby, HTA, .NET, Web Applications, Unix, Web Development, Management
Education
Oakland City University 2001 — 2002
M.S., Management
University of Bridgeport 1977 — 1982
B.F.A., Graphic Design
Lowe's Companies, Inc. April 2015 - Present
Lowe's Companies, Inc. September 2014 - Present
The Fleet Group July 2011 - Present
TEKsystems September 2014 - April 2015
TEKsystems May 2013 - June 2014
Wells Fargo Securities May 2013 - June 2014
Time Warner Cable February 2013 - May 2013
Duke Energy Corporation January 2012 - February 2013
SMCI January 2012 - February 2013
Vanguard November 2010 - June 2011
Skills
JavaScript, HTML, CSS, Java, Ruby, HTA, .NET, Web Applications, Unix, Web Development, Management
Education
Oakland City University 2001 — 2002
M.S., Management
University of Bridgeport 1977 — 1982
B.F.A., Graphic Design
Brooke Thurlow Brooke Thurlow's Vanguard Experience April 2014 - May 2015
Job Client Service Representative at SYM Financial Advisors
Industry Financial Services
Experience
SYM Financial Advisors May 2015 - Present
Vanguard April 2014 - May 2015
Gordon Management Company, Inc. April 2013 - March 2014
Group Five Management June 2010 - June 2012
Skills
Series 7, Series 63, Microsoft Office, Apartments, Microsoft Excel, Customer Service, Time Management, PowerPoint
Education
Northwood University 2013 — 2013
Bachelor's degree, Finance, General
Western Michigan University - Haworth College of Business 2010 — 2013
Finance, General
SYM Financial Advisors May 2015 - Present
Vanguard April 2014 - May 2015
Gordon Management Company, Inc. April 2013 - March 2014
Group Five Management June 2010 - June 2012
Skills
Series 7, Series 63, Microsoft Office, Apartments, Microsoft Excel, Customer Service, Time Management, PowerPoint
Education
Northwood University 2013 — 2013
Bachelor's degree, Finance, General
Western Michigan University - Haworth College of Business 2010 — 2013
Finance, General
Sam Duarte's Vanguard Experience April 2011 - January 2012
Job Owner/Operator
Industry Entertainment
Experience
Sam J Digital May 2012 - Present
Vanguard April 2011 - January 2012
Vanguard November 2009 - April 2011
JPMorgan Chase September 2007 - June 2009
Wells Fargo October 2005 - August 2007
Skills
Series 6, Series 63, Portfolio Management, Retirement, Management, CRM, Sales, Customer Service
Education
Paradise Valley Community College
Degree Pending
Sam J Digital May 2012 - Present
Vanguard April 2011 - January 2012
Vanguard November 2009 - April 2011
JPMorgan Chase September 2007 - June 2009
Wells Fargo October 2005 - August 2007
Skills
Series 6, Series 63, Portfolio Management, Retirement, Management, CRM, Sales, Customer Service
Education
Paradise Valley Community College
Degree Pending
Nick Stumpo's Vanguard Experience September 2012 - Present
Job RFP Specialist at Vanguard
Industry Financial Services
Experience
Vanguard September 2012 - Present
Vanguard March 2010 - September 2012
Harleysville Savings Bank January 2006 - January 2010
Skills
FINRA Series 6, FINRA Series 63, Asset Allocation, Mutual Funds, ETFs, Investments, IRAs, Equities, Series 7
Education
Villanova University 2012 — 2016
Master of Business Administration (MBA)
Penn State University 2005 — 2009
Bachelor's Degree, Marketing
Vanguard September 2012 - Present
Vanguard March 2010 - September 2012
Harleysville Savings Bank January 2006 - January 2010
Skills
FINRA Series 6, FINRA Series 63, Asset Allocation, Mutual Funds, ETFs, Investments, IRAs, Equities, Series 7
Education
Villanova University 2012 — 2016
Master of Business Administration (MBA)
Penn State University 2005 — 2009
Bachelor's Degree, Marketing
Cheri Irwin Drake's Vanguard Experience January 2005 - May 2010
Job Business Project Manager / Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2010 - Present
Vanguard January 2005 - May 2010
American Stock Transfer & Trust Company, LLC August 2000 - January 2005
Bard Financial Services October 1998 - February 2000
Paychex September 1997 - October 1998
Skills
Project Management, Requirements Gathering, Project Documentation, Timeline Development, Flawless Execution, Project Delivery, Risk Mitigation, Business Analysis, Business Process, CRM, E-commerce, Financial Services, Mutual Funds, Portfolio Management, Software Documentation, Business Process..., Customer Service, Sales
Education
Norwalk Community College 1993 — 1995
Wells Fargo October 2010 - Present
Vanguard January 2005 - May 2010
American Stock Transfer & Trust Company, LLC August 2000 - January 2005
Bard Financial Services October 1998 - February 2000
Paychex September 1997 - October 1998
Skills
Project Management, Requirements Gathering, Project Documentation, Timeline Development, Flawless Execution, Project Delivery, Risk Mitigation, Business Analysis, Business Process, CRM, E-commerce, Financial Services, Mutual Funds, Portfolio Management, Software Documentation, Business Process..., Customer Service, Sales
Education
Norwalk Community College 1993 — 1995
Misha Nikolich's Vanguard Experience November 2007 - June 2011
Job Automotive Digital Marketing Consultant at Shift Digital
Industry Marketing and Advertising
Experience
Shift Digital June 2012 - Present
BMWBLOG June 2011 - June 2012
Vanguard November 2007 - June 2011
Skills
automotive marketing, Digital Marketing, Marketing Strategy, Marketing, Account Management, Lead Generation, Salesforce.com, SEM, SEO, Automotive, Lead Management, Social Media Marketing, Facebook, Entrepreneurship, Sales, Sales Process, Social Media, Management, Business Development, Consultative Sales..., Project Management, Web Content Management, Competitive Analysis, Market Analysis
Education
Oakland University
Marketing, Business
Rochester Adams High School
Shift Digital June 2012 - Present
BMWBLOG June 2011 - June 2012
Vanguard November 2007 - June 2011
Skills
automotive marketing, Digital Marketing, Marketing Strategy, Marketing, Account Management, Lead Generation, Salesforce.com, SEM, SEO, Automotive, Lead Management, Social Media Marketing, Facebook, Entrepreneurship, Sales, Sales Process, Social Media, Management, Business Development, Consultative Sales..., Project Management, Web Content Management, Competitive Analysis, Market Analysis
Education
Oakland University
Marketing, Business
Rochester Adams High School
ARLEATHA RAYFIELD's Vanguard Experience November 2006 - Present
Job Bank Service Associate at Vanguard
Industry Financial Services
Experience
Vanguard November 2006 - Present
Skills
Investments, PowerPoint, Financial Analysis, Microsoft Office, Project Management, Microsoft Word, Microsoft Excel, Customer Service, Strategic Planning, Mutual Funds
Education
Peirce College
Associate's degree, Business Administration and Management, General
Vanguard November 2006 - Present
Skills
Investments, PowerPoint, Financial Analysis, Microsoft Office, Project Management, Microsoft Word, Microsoft Excel, Customer Service, Strategic Planning, Mutual Funds
Education
Peirce College
Associate's degree, Business Administration and Management, General
Mohan Vanacharla's Vanguard Experience 2006 - September 2009
Job PeopleSoft Functional Consultant at CIGNA Healthcare
Industry Information Technology and Services
Experience
CIGNA Healthcare 2011 - Present
NY Health and Hospitals 2010 - Present
SMV Consulting Inc March 2003 - Present
Vanguard 2006 - September 2009
Stater Bros. Markets 2009 - 2009
ING Direct 2006 - 2006
County of Chester 1998 - 2006
Buxton Consulting 1997 - 1997
Skills
PeopleSoft ePerformance, Manager Self Service, Employee Self Service, PeopleSoft, Management, Financials, PeopleTools, SDLC, Databases, Human Resources, HRIS, Software Development, Business Analysis, Personnel Management, ERP, Requirements Gathering, Requirements Analysis, SOA, Business Intelligence, Business Process, Crystal Reports, Oracle E-Business Suite, Oracle Applications, Business Process...
Education
Osmania University 1995 — 1997
MBA, Finance
CIGNA Healthcare 2011 - Present
NY Health and Hospitals 2010 - Present
SMV Consulting Inc March 2003 - Present
Vanguard 2006 - September 2009
Stater Bros. Markets 2009 - 2009
ING Direct 2006 - 2006
County of Chester 1998 - 2006
Buxton Consulting 1997 - 1997
Skills
PeopleSoft ePerformance, Manager Self Service, Employee Self Service, PeopleSoft, Management, Financials, PeopleTools, SDLC, Databases, Human Resources, HRIS, Software Development, Business Analysis, Personnel Management, ERP, Requirements Gathering, Requirements Analysis, SOA, Business Intelligence, Business Process, Crystal Reports, Oracle E-Business Suite, Oracle Applications, Business Process...
Education
Osmania University 1995 — 1997
MBA, Finance
Kathleen Peyton Kathleen Peyton's Vanguard Experience December 2011 - July 2012
Job Workforce Analyst at Alliance Data
Industry Marketing and Advertising
Experience
Alliance Data July 2012 - Present
Vanguard December 2011 - July 2012
Vanguard August 2010 - December 2011
Specialty Books June 2009 - June 2010
J.Crew September 2007 - December 2008
Target March 2005 - August 2008
Skills
Customer Service, Retail, CRM, Project Management, Process Improvement, Retail Sales, Troubleshooting, Call Centers, Workforce Management, Avaya CMS Supervisor, NICE IEX Workforce..., Microsoft Office, Photoshop, Windows & Mac operating...
Education
Ohio University 2008 — 2010
B.S. - Human and Consumer Sciences, Retail Merchandising; Business Minor
Villanova University 2006 — 2007
Alliance Data July 2012 - Present
Vanguard December 2011 - July 2012
Vanguard August 2010 - December 2011
Specialty Books June 2009 - June 2010
J.Crew September 2007 - December 2008
Target March 2005 - August 2008
Skills
Customer Service, Retail, CRM, Project Management, Process Improvement, Retail Sales, Troubleshooting, Call Centers, Workforce Management, Avaya CMS Supervisor, NICE IEX Workforce..., Microsoft Office, Photoshop, Windows & Mac operating...
Education
Ohio University 2008 — 2010
B.S. - Human and Consumer Sciences, Retail Merchandising; Business Minor
Villanova University 2006 — 2007
Jesse Finney's Vanguard Experience December 2009 - Present
Job Investment Consultant at the Vanguard Group
Industry Financial Services
Experience
Vanguard December 2009 - Present
Vanguard August 2007 - November 2009
Skills
Series 7, Mutual Funds, Portfolio Management, Series 63, Series 6, ETFs, Asset Allocation, Investments, 401k, Retirement Planning, Retirement, Investment Strategies, FINRA, Investment Advisory
Education
Ottawa University 2003 — 2007
BA, Liberal Arts
Vanguard December 2009 - Present
Vanguard August 2007 - November 2009
Skills
Series 7, Mutual Funds, Portfolio Management, Series 63, Series 6, ETFs, Asset Allocation, Investments, 401k, Retirement Planning, Retirement, Investment Strategies, FINRA, Investment Advisory
Education
Ottawa University 2003 — 2007
BA, Liberal Arts
Julia Tisdale's Vanguard Experience September 2000 - January 2004
Job Educator actively seeking a position in a corporate training role
Industry Primary/Secondary Education
Experience
Abu Dhabi Education Council August 2011 - July 2015
Stanford University June 2011 - July 2011
Creighton School District April 2005 - May 2011
Countrywide Full Spectrum Lending August 2004 - December 2004
Homeowners Loan Corp January 2004 - July 2004
Vanguard September 2000 - January 2004
Education
Maricopa Community Colleges 2005 — 2007
ESL Endorsement, Teaching ESL students
Ottawa University 2001 — 2005
Bachelor’s Degree, Elementary Education
Abu Dhabi Education Council August 2011 - July 2015
Stanford University June 2011 - July 2011
Creighton School District April 2005 - May 2011
Countrywide Full Spectrum Lending August 2004 - December 2004
Homeowners Loan Corp January 2004 - July 2004
Vanguard September 2000 - January 2004
Education
Maricopa Community Colleges 2005 — 2007
ESL Endorsement, Teaching ESL students
Ottawa University 2001 — 2005
Bachelor’s Degree, Elementary Education
Monica Lockett Monica Lockett's Vanguard Experience July 1998 - Present
Job Administrator Business Technology & Operations
Industry Financial Services
Experience
Vanguard July 1998 - Present
West Philadelphia Cultural Alliance & Paul Robeson House 2015 - 2015
African Genesis Institute 2014 - 2015
Pan African Studies Community Education Program 2008 - 2009
Wells Fargo Advisors 1988 - 1998
Skills
User Acceptance Testing, Business Analysis, Microsoft Word, Microsoft Excel, Information Security..., Organizational..., Microsoft Office, Professional Services, Community Outreach, Community Development, Youth Mentoring, Events Coordination, Administrative..., Team Building, Customer Service, Customer Support, Youth Leadership
Education
African Genesis 2 2012 — 2014
Team Group Leader, Mentorship
Learn Quest 2013 — 2013
Cetificate of Completion, Using ALM/Quality Center v11
Peirce College
Bachelor of Acedemic, Accounting and Business/Management
Vanguard July 1998 - Present
West Philadelphia Cultural Alliance & Paul Robeson House 2015 - 2015
African Genesis Institute 2014 - 2015
Pan African Studies Community Education Program 2008 - 2009
Wells Fargo Advisors 1988 - 1998
Skills
User Acceptance Testing, Business Analysis, Microsoft Word, Microsoft Excel, Information Security..., Organizational..., Microsoft Office, Professional Services, Community Outreach, Community Development, Youth Mentoring, Events Coordination, Administrative..., Team Building, Customer Service, Customer Support, Youth Leadership
Education
African Genesis 2 2012 — 2014
Team Group Leader, Mentorship
Learn Quest 2013 — 2013
Cetificate of Completion, Using ALM/Quality Center v11
Peirce College
Bachelor of Acedemic, Accounting and Business/Management
Laxma Garlapati's Vanguard Experience June 2012 - Present
Job at
Industry Pharmaceuticals
Experience
Vanguard June 2012 - Present
Bank of America June 2010 - June 2012
Astra Zeneca February 2006 - January 2011
Strategic Staffing Solutions May 2003 - January 2006
S3 - Strategic Sourcing Solutions June 2000 - May 2003
MBNA ( Now Bank Of America) 1995 - 2000
Skills
Software Project..., Requirements Analysis, SOA, Enterprise Architecture, IT Strategy, Solution Architecture, Oracle, Business Analysis, Microsoft SQL Server, Business Intelligence, Integration, Vendor Management, Web Services, Data Warehousing, Java, Scrum, PMP, IT Management, Application Architecture, PL/SQL, Java Enterprise Edition, SDLC
Education
West Virginia University 1990 — 1992
MS
Osmania University
BS
Vanguard June 2012 - Present
Bank of America June 2010 - June 2012
Astra Zeneca February 2006 - January 2011
Strategic Staffing Solutions May 2003 - January 2006
S3 - Strategic Sourcing Solutions June 2000 - May 2003
MBNA ( Now Bank Of America) 1995 - 2000
Skills
Software Project..., Requirements Analysis, SOA, Enterprise Architecture, IT Strategy, Solution Architecture, Oracle, Business Analysis, Microsoft SQL Server, Business Intelligence, Integration, Vendor Management, Web Services, Data Warehousing, Java, Scrum, PMP, IT Management, Application Architecture, PL/SQL, Java Enterprise Edition, SDLC
Education
West Virginia University 1990 — 1992
MS
Osmania University
BS
Ronni Scheier, CFP®'s Vanguard Experience December 1997 - Present
Job Client Relationship Manager at Vanguard Group
Industry Financial Services
Experience
Vanguard December 1997 - Present
Medical Broadcasting Company November 1996 - October 1997
American Medical Association March 1985 - November 1996
Skills
Mutual Funds, Strategic Financial...
Education
Northwestern University
MSJ, Journalism
University at Buffalo
BA, English/Art History
Vanguard December 1997 - Present
Medical Broadcasting Company November 1996 - October 1997
American Medical Association March 1985 - November 1996
Skills
Mutual Funds, Strategic Financial...
Education
Northwestern University
MSJ, Journalism
University at Buffalo
BA, English/Art History
R Geoffrey Avery's Vanguard Experience May 2012 - February 2014
Job Senior Software Engineer at Capital One
Industry Computer Software
Experience
Capital One March 2014 - Present
MBO Partners November 2007 - Present
CPAN 2001 - Present
Intelligent Capital Network March 2014 - October 2014
Vanguard May 2012 - February 2014
The Judge Group May 2012 - February 2014
Double Prime, Inc. February 2011 - September 2011
VWR International July 2010 - October 2010
Turnberry Solutions July 2010 - October 2010
Applied Card Systems April 2010 - May 2010
Skills
Linux, Perl, PostgreSQL, Oracle, Software Development, Apache, XML, Open Source, JavaScript, SQL, MySQL, Operating Systems, Unix, HTML, Programming, CSS, Solaris, Windows, Git, Shell Scripting, Subversion, Agile Methodologies
Education
Virginia Polytechnic Institute and State University 1988 — 1992
BS, Computer Science
Virginia Polytechnic Institute and State University 1988 — 1992
BS, Math
Old Dominion University 1993 — 1994
Teaching Certificate, Mathematics 8-12
Capital One March 2014 - Present
MBO Partners November 2007 - Present
CPAN 2001 - Present
Intelligent Capital Network March 2014 - October 2014
Vanguard May 2012 - February 2014
The Judge Group May 2012 - February 2014
Double Prime, Inc. February 2011 - September 2011
VWR International July 2010 - October 2010
Turnberry Solutions July 2010 - October 2010
Applied Card Systems April 2010 - May 2010
Skills
Linux, Perl, PostgreSQL, Oracle, Software Development, Apache, XML, Open Source, JavaScript, SQL, MySQL, Operating Systems, Unix, HTML, Programming, CSS, Solaris, Windows, Git, Shell Scripting, Subversion, Agile Methodologies
Education
Virginia Polytechnic Institute and State University 1988 — 1992
BS, Computer Science
Virginia Polytechnic Institute and State University 1988 — 1992
BS, Math
Old Dominion University 1993 — 1994
Teaching Certificate, Mathematics 8-12
Nagasai Ganduri's Vanguard Experience May 2011 - Present
Job Siebel Technical Architect
Industry Computer Software
Experience
Vanguard May 2011 - Present
Subaru of America October 2009 - May 2011
Department of Information Technology and Telecommunications, NYC October 2007 - October 2009
DOITT September 2007 - October 2009
The Hartford Insurance Group 2007 - 2007
Advogent 2005 - 2007
ERCOT 2004 - 2005
Shell Energy 2004 - 2005
Education
Northern Illinois University 2001 — 2003
MS, Computer Science
Little Flower
Vanguard May 2011 - Present
Subaru of America October 2009 - May 2011
Department of Information Technology and Telecommunications, NYC October 2007 - October 2009
DOITT September 2007 - October 2009
The Hartford Insurance Group 2007 - 2007
Advogent 2005 - 2007
ERCOT 2004 - 2005
Shell Energy 2004 - 2005
Education
Northern Illinois University 2001 — 2003
MS, Computer Science
Little Flower
Chandra Chellapilla's Vanguard Experience August 2000 - December 2002
Job Managing Partner at Universal Surgicals
Industry Information Technology and Services
Experience
Arrietty Solutions Inc July 2013 - Present
Internal Revenue Service September 2010 - Present
Universal Surgicals January 2008 - Present
Bank of America June 2010 - October 2010
Harleysville Group January 2003 - October 2009
Vanguard August 2000 - December 2002
Merrill Lynch October 1998 - July 2000
Trigent Software 1996 - 1997
Skills
Enterprise Architect, PMP, Certified Scrum Master..., TOGAF, General Insurance, B2B Integration, BPM, EAI, B2B, Business Process Design, SQL, Architecture, .NET, DB2, SOA, Architectures, Enterprise Architecture, ETL, Agile Methodologies, SDLC, Scrum
Education
A V College 1992 — 1995
MCA, Computers
Osmania University 1992 — 1995
Master of Computer Applications (MCA), Computer Software Engineering
P.B Siddardha College 1987 — 1988
Mathe
ZPH School Tadepalligudem 1985 — 1986
High school, Basic Skills and Developmental/Remedial Education
Arrietty Solutions Inc July 2013 - Present
Internal Revenue Service September 2010 - Present
Universal Surgicals January 2008 - Present
Bank of America June 2010 - October 2010
Harleysville Group January 2003 - October 2009
Vanguard August 2000 - December 2002
Merrill Lynch October 1998 - July 2000
Trigent Software 1996 - 1997
Skills
Enterprise Architect, PMP, Certified Scrum Master..., TOGAF, General Insurance, B2B Integration, BPM, EAI, B2B, Business Process Design, SQL, Architecture, .NET, DB2, SOA, Architectures, Enterprise Architecture, ETL, Agile Methodologies, SDLC, Scrum
Education
A V College 1992 — 1995
MCA, Computers
Osmania University 1992 — 1995
Master of Computer Applications (MCA), Computer Software Engineering
P.B Siddardha College 1987 — 1988
Mathe
ZPH School Tadepalligudem 1985 — 1986
High school, Basic Skills and Developmental/Remedial Education
Kerby Link's Vanguard Experience January 2008 - May 2009
Job Mortgage Banking
Industry Financial Services
Experience
Vectra Bank Colorado November 2013 - Present
First California Mortgage Company May 2013 - November 2013
Pulte Mortgage June 2009 - March 2013
Vanguard January 2008 - May 2009
Merrill Lynch August 2006 - October 2007
Merrill Lynch July 2004 - August 2006
FedEx Express 2003 - 2006
American Skandia 2002 - 2004
Wells Fargo 2001 - 2002
Merrill Lynch 2000 - 2001
Skills
Process Improvement, Leadership, Sales, Management, Training
Education
Ohio University 1996 — 1997
Masters of Science, Sports Managment
Southern Illinois University, Carbondale 1991 — 1995
Bachelor of Science, Recreation
Vectra Bank Colorado November 2013 - Present
First California Mortgage Company May 2013 - November 2013
Pulte Mortgage June 2009 - March 2013
Vanguard January 2008 - May 2009
Merrill Lynch August 2006 - October 2007
Merrill Lynch July 2004 - August 2006
FedEx Express 2003 - 2006
American Skandia 2002 - 2004
Wells Fargo 2001 - 2002
Merrill Lynch 2000 - 2001
Skills
Process Improvement, Leadership, Sales, Management, Training
Education
Ohio University 1996 — 1997
Masters of Science, Sports Managment
Southern Illinois University, Carbondale 1991 — 1995
Bachelor of Science, Recreation
Monica Jackson's Vanguard Experience January 2010 - December 2011
Job Recruiter at Wegmans Food Markets
Industry Financial Services
Experience
Wegmans Food Markets March 2014 - Present
Olympus May 2013 - November 2013
Barry-Wehmiller Design Group October 2012 - May 2013
Vanguard January 2010 - December 2011
The Vanguard Group January 2009 - January 2010
Vanguard January 2005 - December 2009
Vanguard September 2001 - January 2005
Skills
HRIS, Talent Acquisition, Interviewing, Employee Relations, Applicant Tracking..., Defined Benefit, Diversity, Onboarding, Employee Benefits, CRM, Interviews, Training, Management, Recruiting, Leadership, Resume Writing, Sourcing
Education
Thomas Edison 1995 — 1998
Bachelor of Science, Mgt of Human Resources
Peirce College 1981 — 1983
Associate of Science, Business Management
Wegmans Food Markets March 2014 - Present
Olympus May 2013 - November 2013
Barry-Wehmiller Design Group October 2012 - May 2013
Vanguard January 2010 - December 2011
The Vanguard Group January 2009 - January 2010
Vanguard January 2005 - December 2009
Vanguard September 2001 - January 2005
Skills
HRIS, Talent Acquisition, Interviewing, Employee Relations, Applicant Tracking..., Defined Benefit, Diversity, Onboarding, Employee Benefits, CRM, Interviews, Training, Management, Recruiting, Leadership, Resume Writing, Sourcing
Education
Thomas Edison 1995 — 1998
Bachelor of Science, Mgt of Human Resources
Peirce College 1981 — 1983
Associate of Science, Business Management
Kenneth Echoka's Vanguard Experience 2005 - Present
Job Analyst at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group October 2005 - Present
Vanguard 2005 - Present
JPMorgan Chase February 2002 - October 2005
JPMorgan Chase October 1998 - October 2002
Skills
SAS, Program Development, Analysis, Financial Modeling, Bloomberg, Data Analysis, Financial Analysis, Equity Research, Access, Securities, Bonds, Mutual Funds, Economics, Financial Markets, Credit Risk, Data Mining, Cognos, Statistics, Analytics, Microsoft Office, Visio, Requirements Gathering, Securitization, Asset Allocation
Education
Saint Joseph's University 2004 — 2008
MSFS, Financial Services
Ohio Wesleyan University 1992 — 1995
BA, Economics
The Vanguard Group October 2005 - Present
Vanguard 2005 - Present
JPMorgan Chase February 2002 - October 2005
JPMorgan Chase October 1998 - October 2002
Skills
SAS, Program Development, Analysis, Financial Modeling, Bloomberg, Data Analysis, Financial Analysis, Equity Research, Access, Securities, Bonds, Mutual Funds, Economics, Financial Markets, Credit Risk, Data Mining, Cognos, Statistics, Analytics, Microsoft Office, Visio, Requirements Gathering, Securitization, Asset Allocation
Education
Saint Joseph's University 2004 — 2008
MSFS, Financial Services
Ohio Wesleyan University 1992 — 1995
BA, Economics
JuliAne Martin's Vanguard Experience July 2002 - July 2006
Job Sweater Designer at Jones Jeanswear
Industry Design
Experience
The Jones Group Inc. November 2013 - Present
Regatta 2010 - November 2013
Original Penguin July 2010 - October 2010
By Design LLC June 2007 - April 2010
Madewell June 2006 - April 2007
Warnaco Calvin Klein Jeans August 2006 - December 2006
Vanguard July 2002 - July 2006
Skills
Textiles, Sweaters, Fashion, Trend Analysis, Pattern, Apparel, Illustrator, Tech Packs, Fit, Fitting, Fashion Design, Knitwear, Styling, Fashion Illustration
Education
University of Arizona 1998 — 2002
Parsons School of Design
The Jones Group Inc. November 2013 - Present
Regatta 2010 - November 2013
Original Penguin July 2010 - October 2010
By Design LLC June 2007 - April 2010
Madewell June 2006 - April 2007
Warnaco Calvin Klein Jeans August 2006 - December 2006
Vanguard July 2002 - July 2006
Skills
Textiles, Sweaters, Fashion, Trend Analysis, Pattern, Apparel, Illustrator, Tech Packs, Fit, Fitting, Fashion Design, Knitwear, Styling, Fashion Illustration
Education
University of Arizona 1998 — 2002
Parsons School of Design
Waysie Atkins's Vanguard Experience November 2007 - Present
Job Institutional Participant Education at Vanguard
Industry Financial Services
Experience
Vanguard November 2007 - Present
The Vanguard Group September 2002 - November 2007
Education
Northern Arizona University-The W. A. Franke College of Business 1984 — 1988
Vanguard November 2007 - Present
The Vanguard Group September 2002 - November 2007
Education
Northern Arizona University-The W. A. Franke College of Business 1984 — 1988
Samyukta Emani's Vanguard Experience May 2000 - July 2002
Job Senior Business Analyst
Industry Information Technology and Services
Experience
LabCorp May 2007 - Present
LabCorp May 2007 - Present
BellSouth June 2004 - May 2005
Dynetics, Inc. June 2003 - June 2004
NuVox Communications August 2002 - June 2003
Vanguard May 2000 - July 2002
Skills
Quality Assurance, Requirements Analysis, Visio, SDLC, Database Design, Software Documentation, Business Analysis, Software Project..., Integration, Agile Methodologies, Software Development, SharePoint, Testing, Systems Analysis, SQL, Business Intelligence, SOA, Databases, Unix, Data Warehousing, Agile Project Management, Web Services, Visual Basic, XML, Scrum, Vendor Management, Enterprise Architecture, IT Management, Solution Architecture, Microsoft SQL Server, Business Process, Healthcare Information..., Java Enterprise Edition, Oracle, MS Project, PMP, PMO, IT Strategy, Web Applications, Analysis, ITIL, Process Improvement, Requirements Gathering, Program Management, User Acceptance Testing
Education
University of South Carolina-Columbia 1999 — 2000
Master's Degree, Computer Engineering
Osmania University 1993 — 1997
Bachelor’s Degree, Electrical, Electronics and Communications Engineering
LabCorp May 2007 - Present
LabCorp May 2007 - Present
BellSouth June 2004 - May 2005
Dynetics, Inc. June 2003 - June 2004
NuVox Communications August 2002 - June 2003
Vanguard May 2000 - July 2002
Skills
Quality Assurance, Requirements Analysis, Visio, SDLC, Database Design, Software Documentation, Business Analysis, Software Project..., Integration, Agile Methodologies, Software Development, SharePoint, Testing, Systems Analysis, SQL, Business Intelligence, SOA, Databases, Unix, Data Warehousing, Agile Project Management, Web Services, Visual Basic, XML, Scrum, Vendor Management, Enterprise Architecture, IT Management, Solution Architecture, Microsoft SQL Server, Business Process, Healthcare Information..., Java Enterprise Edition, Oracle, MS Project, PMP, PMO, IT Strategy, Web Applications, Analysis, ITIL, Process Improvement, Requirements Gathering, Program Management, User Acceptance Testing
Education
University of South Carolina-Columbia 1999 — 2000
Master's Degree, Computer Engineering
Osmania University 1993 — 1997
Bachelor’s Degree, Electrical, Electronics and Communications Engineering
Derek Concholar's Vanguard Experience 1999 - Present
Job Team Leader/Supervisor at The Vanguard Group
Industry Financial Services
Experience
Vanguard 1999 - Present
The Vanguard Group March 1997 - Present
TransAmerica March 1996 - March 1997
First Interstate Bank November 1988 - March 1996
Education
Ottawa University
Vanguard 1999 - Present
The Vanguard Group March 1997 - Present
TransAmerica March 1996 - March 1997
First Interstate Bank November 1988 - March 1996
Education
Ottawa University
Alex Davis-Booth's Vanguard Experience August 2012 - November 2014
Job Owner at Holders Hill Property, LLC
Industry Real Estate
Experience
Holders Hill Property, LLC October 2010 - Present
Vanguard August 2012 - November 2014
CDA&I October 2008 - October 2010
RMJM Hillier July 2007 - October 2008
Studio ABK January 2007 - May 2007
Centerbrook Architects February 2005 - January 2007
Gregg Wies and Gardner Architects September 2001 - February 2005
Sease & Associates 1998 - 1999
Skills
Sustainable Design, Adaptive Reuse, Residential, Construction, Real Estate Development, Architectural Design, Mixed-use, SketchUp, Space Planning, Renovation, AutoCAD, CAD, Residential Design, Adobe Creative Suite, Architecture, Photoshop, Feasibility Studies, Green Building, Space-planning, Architectures, Design Research, Interior Design, Residential Homes, LEED
Education
Oxford Brookes University 1994 — 2001
BA & PGDip, Architecture
Virginia Tech 2000 — 2001
PG Dip Architecure, Architecture
Mill Hill School, London 1989 — 1994
Holders Hill Property, LLC October 2010 - Present
Vanguard August 2012 - November 2014
CDA&I October 2008 - October 2010
RMJM Hillier July 2007 - October 2008
Studio ABK January 2007 - May 2007
Centerbrook Architects February 2005 - January 2007
Gregg Wies and Gardner Architects September 2001 - February 2005
Sease & Associates 1998 - 1999
Skills
Sustainable Design, Adaptive Reuse, Residential, Construction, Real Estate Development, Architectural Design, Mixed-use, SketchUp, Space Planning, Renovation, AutoCAD, CAD, Residential Design, Adobe Creative Suite, Architecture, Photoshop, Feasibility Studies, Green Building, Space-planning, Architectures, Design Research, Interior Design, Residential Homes, LEED
Education
Oxford Brookes University 1994 — 2001
BA & PGDip, Architecture
Virginia Tech 2000 — 2001
PG Dip Architecure, Architecture
Mill Hill School, London 1989 — 1994
Matthew Rusnak's Vanguard Experience July 2005 - June 2006
Job VP, Director of Compensation and Performance Management at Bank of North Carolina
Industry Banking
Experience
Bank of North Carolina June 2014 - Present
Bank of America April 2013 - May 2014
Bank of America May 2012 - March 2013
Bank of America May 2011 - May 2012
Bank of America March 2009 - May 2011
Bank of America June 2006 - March 2009
Vanguard July 2005 - June 2006
Vanguard August 2004 - July 2005
Wyndham Capital Mortgage June 2003 - August 2004
FirstMerit Bank June 2001 - December 2002
Skills
Customer Service, Financial Analysis, Real Estate, Finance, Business Acumen, Team Leadership, Compensation Strategies, Incentive Programs, Deferred Compensation, Leadership, Financial Services, Relationship Management, Client Presentation, Consultant, Relationship Development, Computer-savvy, Management
Education
Ohio University 1999 — 2003
Bachelor of Business Administration (B.B.A.), Finance
Bank of North Carolina June 2014 - Present
Bank of America April 2013 - May 2014
Bank of America May 2012 - March 2013
Bank of America May 2011 - May 2012
Bank of America March 2009 - May 2011
Bank of America June 2006 - March 2009
Vanguard July 2005 - June 2006
Vanguard August 2004 - July 2005
Wyndham Capital Mortgage June 2003 - August 2004
FirstMerit Bank June 2001 - December 2002
Skills
Customer Service, Financial Analysis, Real Estate, Finance, Business Acumen, Team Leadership, Compensation Strategies, Incentive Programs, Deferred Compensation, Leadership, Financial Services, Relationship Management, Client Presentation, Consultant, Relationship Development, Computer-savvy, Management
Education
Ohio University 1999 — 2003
Bachelor of Business Administration (B.B.A.), Finance
Rama Dhurjati's Vanguard Experience March 2014 - Present
Job ETL Data Specialist
Industry Computer Software
Experience
Vanguard March 2014 - Present
IBC June 2012 - February 2014
CIGNA June 2012 - November 2012
Aetna April 2010 - May 2012
Compass Group September 2009 - March 2010
Gordon Food Service January 2009 - July 2009
Verizon May 2007 - November 2008
AT & T June 2003 - December 2006
Skills
Data Warehousing, SDLC, Requirements Analysis, ETL, Enterprise Architecture, Business Analysis, Solution Architecture, DB2, Business Intelligence, Data Modeling, Oracle, Agile Methodologies, Unix, Business Requirements, Data Warehouse..., PL/SQL
Education
Osmania University 1995 — 1998
Master of Computer Applications (M.C.A.), Computer Sciience
Osmania University 1992 — 1995
Bachelor of Sciences, Mathematics And Physics
Vanguard March 2014 - Present
IBC June 2012 - February 2014
CIGNA June 2012 - November 2012
Aetna April 2010 - May 2012
Compass Group September 2009 - March 2010
Gordon Food Service January 2009 - July 2009
Verizon May 2007 - November 2008
AT & T June 2003 - December 2006
Skills
Data Warehousing, SDLC, Requirements Analysis, ETL, Enterprise Architecture, Business Analysis, Solution Architecture, DB2, Business Intelligence, Data Modeling, Oracle, Agile Methodologies, Unix, Business Requirements, Data Warehouse..., PL/SQL
Education
Osmania University 1995 — 1998
Master of Computer Applications (M.C.A.), Computer Sciience
Osmania University 1992 — 1995
Bachelor of Sciences, Mathematics And Physics
Julia Rhie's Vanguard Experience Financial AnalystThe Vanguard Group2008 - Present
Job Analyst at Vanguard
Industry Financial Services
Experience
Vanguard Financial AnalystThe Vanguard Group2008 - Present
Education
Northwestern University 1996 — 2000
Vanguard Financial AnalystThe Vanguard Group2008 - Present
Education
Northwestern University 1996 — 2000
Andy Shields's Vanguard Experience April 2012 - Present
Job Senior Financial Analyst at Vanguard
Industry Financial Services
Experience
Vanguard April 2012 - Present
Kinetic Concepts March 2009 - February 2012
SAP Asia-Pacific-Japan December 2007 - February 2009
SAP Americas December 2005 - December 2007
SEI May 2005 - December 2005
Skills
Financial Analysis, Forecasting, Budgeting, Process Improvement, PowerPoint, Analysis, Excel, Financial Reporting, Business Analysis, Word, SAP, Business Strategy, Microsoft Office, Problem Solving, Financial Modeling, Teamwork, Windows, Project Management, Training, Team Management, Budgets
Education
West Chester University of Pennsylvania 2007 — 2011
MBA
Northwest Missouri State University 2001 — 2005
Bachelor of Science, Finance
Vanguard April 2012 - Present
Kinetic Concepts March 2009 - February 2012
SAP Asia-Pacific-Japan December 2007 - February 2009
SAP Americas December 2005 - December 2007
SEI May 2005 - December 2005
Skills
Financial Analysis, Forecasting, Budgeting, Process Improvement, PowerPoint, Analysis, Excel, Financial Reporting, Business Analysis, Word, SAP, Business Strategy, Microsoft Office, Problem Solving, Financial Modeling, Teamwork, Windows, Project Management, Training, Team Management, Budgets
Education
West Chester University of Pennsylvania 2007 — 2011
MBA
Northwest Missouri State University 2001 — 2005
Bachelor of Science, Finance
Thanh Nguyen, CFA's Vanguard Experience June 2013 - Present
Job MBA Leadership Program Investment Management at Vanguard
Industry Investment Management
Experience
Vanguard June 2013 - Present
The Wharton School August 2011 - May 2013
JPMorgan Asset Management April 2007 - 2011
JPMorgan Asset Management July 2005 - April 2007
Skills
trading, credit research, Fixed Income, Investment Management, ABS, Bloomberg, Valuation, Financial Modeling, Hedge Funds, Alternative Investments, Investment Banking, Equities, Investments, Capital Markets, Investment Strategies, Portfolio Management, Asset Allocation, Corporate Finance, Financial Analysis, Equity Research, Asset Managment, Mutual Funds, Asset Management
Education
Wharton School, University of Pennsylvania 2011 — 2013
MBA
Ohio Wesleyan University 2001 — 2005
B.A, Mathematics, Economics
Vanguard June 2013 - Present
The Wharton School August 2011 - May 2013
JPMorgan Asset Management April 2007 - 2011
JPMorgan Asset Management July 2005 - April 2007
Skills
trading, credit research, Fixed Income, Investment Management, ABS, Bloomberg, Valuation, Financial Modeling, Hedge Funds, Alternative Investments, Investment Banking, Equities, Investments, Capital Markets, Investment Strategies, Portfolio Management, Asset Allocation, Corporate Finance, Financial Analysis, Equity Research, Asset Managment, Mutual Funds, Asset Management
Education
Wharton School, University of Pennsylvania 2011 — 2013
MBA
Ohio Wesleyan University 2001 — 2005
B.A, Mathematics, Economics
Lisha Davis CFP's Vanguard Experience January 2013 - January 2015
Job Senior Manager at Vanguard
Industry Investment Management
Experience
Vanguard (Flagship Services) January 2015 - Present
Vanguard January 2013 - January 2015
Vanguard June 2011 - January 2013
Vanguard January 2011 - June 2011
Vanguard July 2010 - December 2010
Eagle Strategies, LLC July 2002 - June 2009
New York Life Insurance Company May 2006 - November 2007
Hall & Partners October 2001 - June 2002
Diesel November 2000 - May 2002
Skills
General Management, Strategy, Business Planning, Leadership Development, Innovation Management, Experience Design, Competitive Analysis, Marketing Strategy, Business Development, Sales Management, Recruitment/Retention, Investments, Portfolio Management, Financial Services, Training, Marketing, Sales, Process Improvement, Financial Analysis, Strategic Financial..., Financial Planning, Strategic Planning, Financial Modeling
Education
Parsons School of Design 2015 — 2017
Masters of Science, Strategic Design and Management
The Tuck School of Business at Dartmouth 2008 — 2010
MBA, General Management and Strategy
New York University - Leonard N. Stern School of Business 1999 — 2003
BS, Finance, Marketing
Vanguard (Flagship Services) January 2015 - Present
Vanguard January 2013 - January 2015
Vanguard June 2011 - January 2013
Vanguard January 2011 - June 2011
Vanguard July 2010 - December 2010
Eagle Strategies, LLC July 2002 - June 2009
New York Life Insurance Company May 2006 - November 2007
Hall & Partners October 2001 - June 2002
Diesel November 2000 - May 2002
Skills
General Management, Strategy, Business Planning, Leadership Development, Innovation Management, Experience Design, Competitive Analysis, Marketing Strategy, Business Development, Sales Management, Recruitment/Retention, Investments, Portfolio Management, Financial Services, Training, Marketing, Sales, Process Improvement, Financial Analysis, Strategic Financial..., Financial Planning, Strategic Planning, Financial Modeling
Education
Parsons School of Design 2015 — 2017
Masters of Science, Strategic Design and Management
The Tuck School of Business at Dartmouth 2008 — 2010
MBA, General Management and Strategy
New York University - Leonard N. Stern School of Business 1999 — 2003
BS, Finance, Marketing
Chitra Pamadi's Vanguard Experience December 2000 - April 2004
Job Business Analyst at Duke Tech Solutions
Industry Information Technology and Services
Experience
Duke Tech Solutions January 2015 - Present
Vanguard December 2000 - April 2004
QVC May 2000 - December 2000
T.V Guide Inc. September 1997 - May 2000
AT&T January 1997 - July 1997
ITS April 1994 - September 1996
Skills
Databases, Oracle, SQL, Unix, PL/SQL, Business Analysis, SDLC, Microsoft SQL Server, IT Strategy, Program Management, Agile Methodologies, Requirements Analysis, Software Development, Software Project...
Education
Penn State University 2009 — 2010
Business Analyst Certification, A
Old Dominion University 1990 — 1994
Computer Science
Bethel High School 1987 — 1990
Duke Tech Solutions January 2015 - Present
Vanguard December 2000 - April 2004
QVC May 2000 - December 2000
T.V Guide Inc. September 1997 - May 2000
AT&T January 1997 - July 1997
ITS April 1994 - September 1996
Skills
Databases, Oracle, SQL, Unix, PL/SQL, Business Analysis, SDLC, Microsoft SQL Server, IT Strategy, Program Management, Agile Methodologies, Requirements Analysis, Software Development, Software Project...
Education
Penn State University 2009 — 2010
Business Analyst Certification, A
Old Dominion University 1990 — 1994
Computer Science
Bethel High School 1987 — 1990
Jason Waggoner's Vanguard Experience May 2011 - Present
Job Campaign Strategist at Vanguard
Industry Financial Services
Experience
Vanguard May 2011 - Present
The Vanguard Group January 2009 - May 2011
Marketing & Research Resources April 1998 - April 2000
DALBAR, Inc. June 1994 - March 1998
Skills
Marketing Research, Marketing Strategy, Strategic Planning, Marketing Communications, Competitive Analysis, Market Research, Cross-functional Team..., Research, Microsoft Office, Email Marketing, Project Management, Program Management, Analysis
Education
Ohio Northern University 1986 — 1990
Bachelor of Science, Marketing, Management
Vanguard May 2011 - Present
The Vanguard Group January 2009 - May 2011
Marketing & Research Resources April 1998 - April 2000
DALBAR, Inc. June 1994 - March 1998
Skills
Marketing Research, Marketing Strategy, Strategic Planning, Marketing Communications, Competitive Analysis, Market Research, Cross-functional Team..., Research, Microsoft Office, Email Marketing, Project Management, Program Management, Analysis
Education
Ohio Northern University 1986 — 1990
Bachelor of Science, Marketing, Management
Rolando Manzo's Vanguard Experience June 2014 - July 2014
Job MBA Candidate at Northwestern's Kellogg School of Management
Industry Higher Education
Experience
Capital Group June 2015 - Present
Vanguard June 2014 - July 2014
Wellington Management February 2014 - June 2014
Wellington Management July 2010 - January 2014
Wellington Management February 2010 - June 2010
Wellington Management October 2009 - January 2010
Wellington Management June 2008 - August 2008
Skills
Product Management, Product Development, Equities, Risk Management, Marketing, Investment Management, Investments, Data Analysis, Asset Management, Equity Research, Financial Analysis, Analytics, Project Management, Program Management
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Stanford University 2005 — 2009
Bachelor of Science, Biomechanical Engineering
Capital Group June 2015 - Present
Vanguard June 2014 - July 2014
Wellington Management February 2014 - June 2014
Wellington Management July 2010 - January 2014
Wellington Management February 2010 - June 2010
Wellington Management October 2009 - January 2010
Wellington Management June 2008 - August 2008
Skills
Product Management, Product Development, Equities, Risk Management, Marketing, Investment Management, Investments, Data Analysis, Asset Management, Equity Research, Financial Analysis, Analytics, Project Management, Program Management
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Stanford University 2005 — 2009
Bachelor of Science, Biomechanical Engineering
Dominick Mckaige's Vanguard Experience December 2014 - Present
Job New Position
Industry Information Technology and Services
Experience
Vanguard December 2014 - Present
THERAMetrics Holding AG March 2011 - Present
Liquid hub April 2010 - April 2011
Liquid Hub April 2010 - March 2011
IBM October 2007 - March 2009
Covance 1998 - 2004
Education
Oklahoma State University 1989 — 1994
BS, Management
Vanguard December 2014 - Present
THERAMetrics Holding AG March 2011 - Present
Liquid hub April 2010 - April 2011
Liquid Hub April 2010 - March 2011
IBM October 2007 - March 2009
Covance 1998 - 2004
Education
Oklahoma State University 1989 — 1994
BS, Management
Ryan Styre, CTFA's Vanguard Experience March 2004 - August 2006
Job Vice President & Trust Officer at Colorado State Bank & Trust
Industry Investment Management
Experience
Colorado State Bank and Trust March 2013 - April 2015
ANB Bank June 2010 - February 2013
M&I Bank September 2006 - June 2010
Vanguard March 2004 - August 2006
Skills
Investment Management, Estate Planning, Relationship Management, Mutual Funds, Investments, Wealth Management..., Pensions, Wealth Management, Asset Allocation, Alternative Investments, Portfolio Management, Banking, Financial Analysis, Series 63, Financial Planning, Retirement
Education
Arizona State University
Bachelor of Arts (B.A.), History
Northern Illinois University
Colorado State Bank and Trust March 2013 - April 2015
ANB Bank June 2010 - February 2013
M&I Bank September 2006 - June 2010
Vanguard March 2004 - August 2006
Skills
Investment Management, Estate Planning, Relationship Management, Mutual Funds, Investments, Wealth Management..., Pensions, Wealth Management, Asset Allocation, Alternative Investments, Portfolio Management, Banking, Financial Analysis, Series 63, Financial Planning, Retirement
Education
Arizona State University
Bachelor of Arts (B.A.), History
Northern Illinois University
Scott Kenney's Vanguard Experience August 2013 - Present
Job Financial Analyst at Vanguard
Industry Financial Services
Experience
Vanguard August 2013 - Present
Vanguard November 2010 - July 2013
Vanguard September 2008 - October 2010
Vanguard August 2007 - August 2008
Skills
Investments, Financial Services, Mutual Funds, Financial Analysis
Education
University of Delaware 2005 — 2007
Bachelor’s Degree, Accounting and Finance
Ohio University 2003 — 2004
Industrial Engineering
Vanguard August 2013 - Present
Vanguard November 2010 - July 2013
Vanguard September 2008 - October 2010
Vanguard August 2007 - August 2008
Skills
Investments, Financial Services, Mutual Funds, Financial Analysis
Education
University of Delaware 2005 — 2007
Bachelor’s Degree, Accounting and Finance
Ohio University 2003 — 2004
Industrial Engineering
Sarah Buescher's Vanguard Experience April 2007 - October 2009
Job Attorney
Industry Investment Management
Experience
U.S. Securities and Exchange Commission November 2009 - Present
Vanguard April 2007 - October 2009
Vanguard May 1999 - April 2007
US Securities and Exchange Commission September 1994 - May 1999
Education
University of Notre Dame Law School 1991 — 1994
J.D., Law
Northwestern University 1985 — 1989
B.S., Communications/Economics
U.S. Securities and Exchange Commission November 2009 - Present
Vanguard April 2007 - October 2009
Vanguard May 1999 - April 2007
US Securities and Exchange Commission September 1994 - May 1999
Education
University of Notre Dame Law School 1991 — 1994
J.D., Law
Northwestern University 1985 — 1989
B.S., Communications/Economics
Mark G. Burlingham's Vanguard Experience 1988 - 1993
Job Broker Associate Windwalker William Raveis Real Estate, Nantucket, Mass
Industry Real Estate
Experience
Windwalker William Raveis April 2010 - Present
Bisys Retirement Group 2004 - 2007
Merrill Lynch 1993 - 2000
Vanguard 1988 - 1993
Skills
Real Estate, Investment Properties, Sellers, Vacation Homes, Rentals, Luxury, Sales, Residential Homes, Property Management, Investments, New Home Sales, Townhomes, Brokerage, Buyer Representation, Real Estate Development, Short Sales, First Time Home Buyers, Waterfront, Relocation, Condos, Foreclosures, Listings, Investors, Referrals
Education
Ohio Wesleyan University 1968 — 1972
BA, Botany Bacteriology
Ipswich High School
High School, College Prep
Windwalker William Raveis April 2010 - Present
Bisys Retirement Group 2004 - 2007
Merrill Lynch 1993 - 2000
Vanguard 1988 - 1993
Skills
Real Estate, Investment Properties, Sellers, Vacation Homes, Rentals, Luxury, Sales, Residential Homes, Property Management, Investments, New Home Sales, Townhomes, Brokerage, Buyer Representation, Real Estate Development, Short Sales, First Time Home Buyers, Waterfront, Relocation, Condos, Foreclosures, Listings, Investors, Referrals
Education
Ohio Wesleyan University 1968 — 1972
BA, Botany Bacteriology
Ipswich High School
High School, College Prep
Steven Fellheimer's Vanguard Experience September 2011 - Present
Job EntreprenerBusiness Development
Industry Health, Wellness and Fitness
Experience
Vanguard September 2011 - Present
Vanguard November 2004 - Present
Education
Westchester Business Institute 1996 — 1997
Associates, Business Management
Northern Arizona University-The W. A. Franke College of Business 1994 — 1996
Business Management
Vanguard September 2011 - Present
Vanguard November 2004 - Present
Education
Westchester Business Institute 1996 — 1997
Associates, Business Management
Northern Arizona University-The W. A. Franke College of Business 1994 — 1996
Business Management
Alex Jadczak's Vanguard Experience November 2011 - July 2014
Job Architecture and Development Consultant at Slalom Consulting
Industry Computer Software
Experience
Slalom Consulting August 2014 - Present
Vanguard November 2011 - July 2014
Transaction Payment Systems December 2009 - October 2011
Skills
Microsoft SQL Server, XML, Visual Studio, HTML, T-SQL, jQuery, Visio, ASP.NET, Agile Methodologies, SDLC, .NET, Cloud Computing, JavaScript, C#, CSS, SQL, Software Development, Web Development
Education
Pennsylvania State University-Penn State Abington 2005 — 2010
Bachelor of Science (B.S.), Information Sciences and Technology, 3.6
Slalom Consulting August 2014 - Present
Vanguard November 2011 - July 2014
Transaction Payment Systems December 2009 - October 2011
Skills
Microsoft SQL Server, XML, Visual Studio, HTML, T-SQL, jQuery, Visio, ASP.NET, Agile Methodologies, SDLC, .NET, Cloud Computing, JavaScript, C#, CSS, SQL, Software Development, Web Development
Education
Pennsylvania State University-Penn State Abington 2005 — 2010
Bachelor of Science (B.S.), Information Sciences and Technology, 3.6
Russell Engelhardt's Vanguard Experience September 2010 - December 2012
Job Customer Service Representative II, Retirement Help Desk at Bank of America
Industry Financial Services
Experience
Bank of America August 2014 - Present
HealthCare Solutions August 2013 - August 2014
Vanguard September 2010 - December 2012
Vanguard August 2008 - September 2010
Vanguard August 2007 - August 2008
Vanguard March 2005 - August 2007
Vanguard January 2002 - March 2005
Vanguard December 2000 - December 2001
US Navy 1989 - 1993
Skills
Mutual Funds, Series 63, Asset Allocation, Financial Services, Analysis, Health Insurance, Series 7, Process Improvement, 401k, Series 6, Building Relationships, Sales Presentations, Identifying Client Needs, Data Analysis, Consultative Selling..., Management, Training, Project Management, Relationship Building
Education
Paradise Valley Community College
Coursework to qualify for admission to ASU Accounting Program
University of Phoenix
Coursework in General Business Studies
Bank of America August 2014 - Present
HealthCare Solutions August 2013 - August 2014
Vanguard September 2010 - December 2012
Vanguard August 2008 - September 2010
Vanguard August 2007 - August 2008
Vanguard March 2005 - August 2007
Vanguard January 2002 - March 2005
Vanguard December 2000 - December 2001
US Navy 1989 - 1993
Skills
Mutual Funds, Series 63, Asset Allocation, Financial Services, Analysis, Health Insurance, Series 7, Process Improvement, 401k, Series 6, Building Relationships, Sales Presentations, Identifying Client Needs, Data Analysis, Consultative Selling..., Management, Training, Project Management, Relationship Building
Education
Paradise Valley Community College
Coursework to qualify for admission to ASU Accounting Program
University of Phoenix
Coursework in General Business Studies
Eric Riehl's Vanguard Experience May 1990 - August 1993
Job Vice President, Finance at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management May 1998 - Present
SEI August 1993 - May 1998
Vanguard May 1990 - August 1993
Skills
Asset Management, Alternative Investments, Equities, Investments, Mutual Funds, Hedge Funds, Financial Services, Fixed Income, Portfolio Management, Financial Analysis
Education
Penn State University 1984 — 1988
Bachelor of Business Administration (B.B.A.), Marketing
Morgan Stanley Investment Management May 1998 - Present
SEI August 1993 - May 1998
Vanguard May 1990 - August 1993
Skills
Asset Management, Alternative Investments, Equities, Investments, Mutual Funds, Hedge Funds, Financial Services, Fixed Income, Portfolio Management, Financial Analysis
Education
Penn State University 1984 — 1988
Bachelor of Business Administration (B.B.A.), Marketing
Sanjay Munsi's Vanguard Experience June 2009 - Present
Job Technical Lead at Vanguard
Industry Financial Services
Experience
Vanguard June 2009 - Present
Vanguard 2000 - Present
Vanguard November 2007 - May 2009
Education
Northern Illinois University 1989 — 1993
MS, Computer Scientce, Applied Statics
Vanguard June 2009 - Present
Vanguard 2000 - Present
Vanguard November 2007 - May 2009
Education
Northern Illinois University 1989 — 1993
MS, Computer Scientce, Applied Statics
Patrice Proctor's Vanguard Experience 1997 - 2003
Job Supervisor at Valley Township
Industry Government Administration
Experience
Valley Township 2003 - Present
Vanguard 1997 - 2003
Providian Insurance 1983 - 1997
Skills
Management, Problem Solving, Customer Relations, Customer Service, Recruiting, Strategic Planning, Portfolio Management, Local Government, Organizational..., Project Planning, Government, Leadership Development, Coaching, Budgets, Public Relations, Program Management, Contract Negotiation, Leadership, Nonprofits, Public Speaking, Project Management, Fundraising, Community Outreach, Training, Community Development, Grant Writing, Economic Development, Team Building, Event Planning, Proposal Writing, Policy
Education
Penn State University 1978 — 1980
Bachelor of Science (BS), Business Administration and Management, General
Peirce College 1976 — 1978
Associate of Science (A.S.), Business Administration and Management, General
Valley Township 2003 - Present
Vanguard 1997 - 2003
Providian Insurance 1983 - 1997
Skills
Management, Problem Solving, Customer Relations, Customer Service, Recruiting, Strategic Planning, Portfolio Management, Local Government, Organizational..., Project Planning, Government, Leadership Development, Coaching, Budgets, Public Relations, Program Management, Contract Negotiation, Leadership, Nonprofits, Public Speaking, Project Management, Fundraising, Community Outreach, Training, Community Development, Grant Writing, Economic Development, Team Building, Event Planning, Proposal Writing, Policy
Education
Penn State University 1978 — 1980
Bachelor of Science (BS), Business Administration and Management, General
Peirce College 1976 — 1978
Associate of Science (A.S.), Business Administration and Management, General
Brian Magerl, CFA's Vanguard Experience April 2013 - Present
Job Project Manager at The Vanguard Group
Industry Financial Services
Experience
Vanguard April 2013 - Present
The Vanguard Group February 2006 - Present
Leslie's Poolmart, Inc. April 2004 - February 2006
Skills
Fixed Income, Valuation, Equities, Project Management, Finance, Mutual Funds, Leadership, Process Improvement
Education
Pennsylvania State University-Penn State Abington 2000 — 2004
Bachelor's degree, Business - Finance Concentration
Vanguard April 2013 - Present
The Vanguard Group February 2006 - Present
Leslie's Poolmart, Inc. April 2004 - February 2006
Skills
Fixed Income, Valuation, Equities, Project Management, Finance, Mutual Funds, Leadership, Process Improvement
Education
Pennsylvania State University-Penn State Abington 2000 — 2004
Bachelor's degree, Business - Finance Concentration
Sandra Kuhn-Thomas's Vanguard Experience February 2014 - Present
Job Process Associate at Vanguard
Industry Legal Services
Experience
Vanguard February 2014 - Present
Talbots December 2012 - August 2014
Chester County Voter Services January 2010 - December 2013
Rigler & D'Amico June 2013 - September 2013
Downingtown Library August 2012 - July 2013
Court of Common Pleas, Philadelphia County June 2012 - November 2012
Primerica Financial Services July 2002 - December 2005
Easter Seals Rehabilitation Center of Central Ohio January 1993 - May 1997
Skills
Customer Service, Microsoft Word, Legal Assistance, PowerPoint, Legal Research, Legal Writing, Administrative...
Education
Peirce College 2009 — 2012
Certificate, Paralegal Studies
Wayne State University 1982 — 1987
Bachelor of Science (B.S.), Physical Therapy/Therapist
Vanguard February 2014 - Present
Talbots December 2012 - August 2014
Chester County Voter Services January 2010 - December 2013
Rigler & D'Amico June 2013 - September 2013
Downingtown Library August 2012 - July 2013
Court of Common Pleas, Philadelphia County June 2012 - November 2012
Primerica Financial Services July 2002 - December 2005
Easter Seals Rehabilitation Center of Central Ohio January 1993 - May 1997
Skills
Customer Service, Microsoft Word, Legal Assistance, PowerPoint, Legal Research, Legal Writing, Administrative...
Education
Peirce College 2009 — 2012
Certificate, Paralegal Studies
Wayne State University 1982 — 1987
Bachelor of Science (B.S.), Physical Therapy/Therapist
Domonique Pickett's Vanguard Experience November 2011 - Present
Job Processing Associate at Vanguard
Industry Financial Services
Experience
Vanguard November 2011 - Present
Bank of America April 2011 - November 2011
Sprint October 2010 - April 2011
U.S. Department of Justice May 2005 - August 2007
Briner, Incorporated February 2004 - June 2004
Skills
Mutual Funds, Asset Allocation, Relationship Management, Portfolio Management, Financial Services, Customer Service, Diligent, Time Management, Communication, Listening to customers
Education
Old Dominion University 2004 — 2008
Bachelor of Arts (B.A.), Communications Minor in MGMT
Vanguard November 2011 - Present
Bank of America April 2011 - November 2011
Sprint October 2010 - April 2011
U.S. Department of Justice May 2005 - August 2007
Briner, Incorporated February 2004 - June 2004
Skills
Mutual Funds, Asset Allocation, Relationship Management, Portfolio Management, Financial Services, Customer Service, Diligent, Time Management, Communication, Listening to customers
Education
Old Dominion University 2004 — 2008
Bachelor of Arts (B.A.), Communications Minor in MGMT
Subha Venkatachary's Vanguard Experience July 2013 - Present
Job Data Quality Administration and Reporting at Vanguard
Industry Financial Services
Experience
Vanguard July 2013 - Present
NIIT Limited August 2000 - 2001
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Access, SQL, PL/SQL, Visual Basic, CRM, Oracle BIEE, Data Analysis, Data Quality, Accounting, Financial Statements, Financial Analysis, Financial Reporting
Education
AICPA
Pursuing CPA
Osmania University 2001 — 2003
Master of Commerce, Accounting and Finance
Osmania University 1996 — 1999
Bachelor of Commerce (B.Com.), Accounting and Related Services
NIIT 1998 — 2000
Diploma in Networking and Information Technology, Web based applications, Networking and Database Mgt
Vanguard July 2013 - Present
NIIT Limited August 2000 - 2001
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Access, SQL, PL/SQL, Visual Basic, CRM, Oracle BIEE, Data Analysis, Data Quality, Accounting, Financial Statements, Financial Analysis, Financial Reporting
Education
AICPA
Pursuing CPA
Osmania University 2001 — 2003
Master of Commerce, Accounting and Finance
Osmania University 1996 — 1999
Bachelor of Commerce (B.Com.), Accounting and Related Services
NIIT 1998 — 2000
Diploma in Networking and Information Technology, Web based applications, Networking and Database Mgt
Nicholas Playko, MBA's Vanguard Experience September 2010 - Present
Job Corporate Trainer at The Vanguard Group
Industry Financial Services
Experience
Vanguard September 2010 - Present
Vanguard April 2008 - September 2010
Vanguard June 2007 - April 2008
Skills
Series 7, Series 63, Client Relationship..., Bloom's Taxonomy, Bloomberg, Thompson One
Education
Winthrop University 2010 — 2012
Master of Business Administration (MBA), Finance
Ohio University 2000 — 2005
Bachelor's degree, Applied Mathematics
Vanguard September 2010 - Present
Vanguard April 2008 - September 2010
Vanguard June 2007 - April 2008
Skills
Series 7, Series 63, Client Relationship..., Bloom's Taxonomy, Bloomberg, Thompson One
Education
Winthrop University 2010 — 2012
Master of Business Administration (MBA), Finance
Ohio University 2000 — 2005
Bachelor's degree, Applied Mathematics
Sandra Grogan's Vanguard Experience November 1995 - December 2004
Job Business and Financial Manager at Kingwood Neurology and Sleep, PA
Industry Health, Wellness and Fitness
Experience
Kingwood Neurology and Sleep, PA January 2005 - Present
US Oncology December 2005 - August 2007
Vanguard November 1995 - December 2004
Skills
Analysis, Strategic Financial..., Financial Analysis, Corporate Finance, Finance, Managerial Finance, Risk Management, Cash Flow, Financial Reporting, Financial Modeling, Microsoft Excel, Portfolio Management, Financial Services, Forecasting
Education
The University of Chicago Booth School of Business 1981 — 1984
Master of Business Administration (MBA), Finance and Marketing
Northwestern University 1975 — 1979
Bachelor of Science (BS), Industrial Engineering and Management Science
Rice University 2007 — 2008
Financial Planning and Services
Kingwood Neurology and Sleep, PA January 2005 - Present
US Oncology December 2005 - August 2007
Vanguard November 1995 - December 2004
Skills
Analysis, Strategic Financial..., Financial Analysis, Corporate Finance, Finance, Managerial Finance, Risk Management, Cash Flow, Financial Reporting, Financial Modeling, Microsoft Excel, Portfolio Management, Financial Services, Forecasting
Education
The University of Chicago Booth School of Business 1981 — 1984
Master of Business Administration (MBA), Finance and Marketing
Northwestern University 1975 — 1979
Bachelor of Science (BS), Industrial Engineering and Management Science
Rice University 2007 — 2008
Financial Planning and Services
Adil Khalid's Vanguard Experience May 2014 - Present
Job Experienced Java developer, Web Developer, Software Engineer, App Developer, and Entrepreneur.
Industry Information Technology and Services
Experience
Vanguard May 2014 - Present
Dunkin Donuts January 2012 - January 2014
Skills
Java, Microsoft Office, HTML, C++, C, SQL, Microsoft Excel, Windows, JavaScript, PowerPoint, Microsoft Word, Customer Service
Education
Pennsylvania State University-Penn State Abington 2011 — 2015
Bachelor of Science (BS), Information Technology
Vanguard May 2014 - Present
Dunkin Donuts January 2012 - January 2014
Skills
Java, Microsoft Office, HTML, C++, C, SQL, Microsoft Excel, Windows, JavaScript, PowerPoint, Microsoft Word, Customer Service
Education
Pennsylvania State University-Penn State Abington 2011 — 2015
Bachelor of Science (BS), Information Technology
Ruth Levine's Vanguard Experience
Job Principal at Vanguard
Industry Financial Services
Experience
Vanguard
Skills
Fixed Income, Investments, Capital Markets, Asset Management, Mutual Funds, Bonds, Financial Modeling, Securities
Education
University of Pennsylvania - The Wharton School 1979 — 1981
Master of Business Administration (M.B.A.), Finance, General
The George Washington University 1972 — 1975
Doctor of Law (J.D.), Law
Northwestern University 1969 — 1972
Bachelor of Arts (B.A.), Anthropology
Vanguard
Skills
Fixed Income, Investments, Capital Markets, Asset Management, Mutual Funds, Bonds, Financial Modeling, Securities
Education
University of Pennsylvania - The Wharton School 1979 — 1981
Master of Business Administration (M.B.A.), Finance, General
The George Washington University 1972 — 1975
Doctor of Law (J.D.), Law
Northwestern University 1969 — 1972
Bachelor of Arts (B.A.), Anthropology
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments