Vanguard Company
Industry: Investment management company
DescriptionThe Vanguard Group is an American registered investment advisor based in Malvern, Pennsylvania with over $5.1 trillion in assets under management. It is the largest provider of mutual funds and the second-largest provider of exchange-traded funds in the world after BlackRock's iShares. Customer service: 0800 032 3731 Assets under management: 5.1 trillion USD (January 31, 2018) Founder: John C. Bogle Founded: 1 May 1975, Valley Forge, Pennsylvania, United States CEO: Mortimer J. Buckley (Jan 2018–) Headquarters: Valley Forge, Pennsylvania, United States
Vanguard List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Vanguard. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Vanguard Employees
Vanguard September 2013 - Present
Vanguard October 2011 - September 2013
Vanguard May 2009 - October 2011
Skills
Series 63, Series 7, Mutual Funds, Investments, Asset Allocation, Investment Management, ETFs, Series 6, Equities, Investment Strategies, Asset Managment, Portfolio Management, Financial Modeling, Fixed Income, 401k, Retirement Planning, Wealth Management, Financial Analysis, Series 65, Strategic Financial...
Education
Penn State University 2000 — 2004
BS, Finance
Vanguard March 2005 - Present
Bank of America March 2002 - March 2005
Hecht's Department Stores September 1992 - February 2002
Skills
Business Strategy, Customer Experience, Six Sigma/Lean..., Operations Management, Budgeting, Forecasting,..., Portfolio Management, Education and Training..., Statistical Data...
Education
Penn State University 1988 — 1992
Marketing - Consumer Behavior
Vanguard March 2013 - Present
Vanguard October 2011 - March 2013
Vanguard June 2009 - October 2011
Vanguard October 2006 - June 2009
Vanguard October 2005 - October 2006
Vanguard October 2004 - October 2005
Vanguard February 2003 - October 2004
Vanguard July 2002 - February 2003
Skills
Business Strategy, Financial Services, Mutual Funds, Investments, Relationship Management, Series 63, Asset Management, Wealth Management, Process Improvement, Business Analysis, Asset Allocation, Project Management, Strategic Financial..., Strategy, Leadership, Strategic Planning, Retirement
Education
Villanova University 2004 — 2006
MBA
Penn State University 1998 — 2002
B.S., Management Science and Information Systems
Pfizer May 2015 - Present
Vanguard November 2014 - February 2015
Penn State University August 2010 - May 2014
Pfizer June 2013 - August 2013
Tee It Up Golf May 2011 - August 2012
The Wellington Nursing and Retirement Home, Hamilton October 2008 - August 2010
Skills
Social Media, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Social Media Marketing, Facebook, Advertising, Teamwork, Marketing Communications, Event Planning, Research, Marketing, Marketing Strategy
Education
Penn State University 2010 — 2014
Bachelor of Science (BS), Marketing
Henderson High School 2006 — 2010
High School Diploma
Acrometis December 2013 - Present
IBM April 2012 - December 2013
The Walt Disney Company August 2011 - January 2012
eBay Inc May 2011 - August 2011
Susquehanna International Group, LLP (SIG) November 2008 - April 2011
Susquehanna International Group, LLP (SIG) January 2008 - October 2008
Vanguard December 1999 - December 2007
Lear Corporation July 1998 - November 1999
Harris Corporation January 1997 - July 1998
Texas Instruments May 1996 - January 1997
Skills
Software Development, Agile Methodologies, Integration, Program Management, Scrum, Databases, PMO, Quality Assurance, Project Management, Requirements Analysis, Software Project..., Project Portfolio..., Unix, Cross-functional Team..., Project Planning, Waterfall, Process Improvement, Resource Management, Testing, User Acceptance Testing, Software Documentation, SDLC
Education
Penn State University 2001 — 2003
Master of Science (MS), Information Technology, 3.57
Florida Institute of Technology 1994 — 1996
Bachelor of Science, Computer Science, Computer Science
Public Financial Management November 2013 - Present
Vanguard August 2005 - November 2013
Vanguard February 2004 - August 2005
Vanguard February 2002 - February 2004
Vanguard May 1999 - February 2002
Vanguard December 1996 - May 1999
Skills
Series 6, Series 63, Mutual Funds, Investments, 401k, ERISA, Equities, Portfolio Management, Relationship Management, Financial Analysis, Retirement, Process Improvement, Strategic Planning, Retirement Planning, Defined Contribution, Leadership, Securities, Asset Allocation, ETFs, Wealth Management, Asset Management, CRM, Investment Strategies, Employee Benefits, Financial Services, Retirement Plan..., Finance, Fixed Income, Business Strategy, FINRA, Alternative Investments, Strategic Financial..., Sales, Financial Modeling, Fixed Annuities, Human Resources, Investment Advisory, Pensions, Investment Management, Risk Management
Education
Penn State University 1999 — 2001
Masters, Business Administration and Management, General
Rider University 1986 — 1991
Bachelor's degree, Finance, General
Bishop Eustace Prep School 1982 — 1986
Vanguard March 2010 - Present
Vanguard January 2007 - February 2010
Vanguard May 2004 - January 2007
Vanguard November 2000 - April 2004
Devon Direct Marketing June 1996 - May 2000
LRP Publications 1992 - 1994
Skills
Direct Marketing, Project Management, Creative Strategy, Print Management, Direct Mail Campaigns, Email Marketing, Brand Management, Creative Direction, Direct Mail, Brochures, Marketing Communications, Social Media, B2B Marketing, Leadership, Marketing
Education
Penn State University 1984 — 1987
BA, Advertising
High Falls Advisors April 2012 - Present
Fidelity Investments July 2004 - March 2012
Vanguard October 1997 - June 2003
Skills
Retirement Planning, High Net Worth..., Series 7, Portfolio Management, New Business Development, Financial Planning, High Net Worth..., Tax, Retirement Income..., Fixed Income, Equities, Equity Trading, Annuities, Comprehensive Wealth..., Insurance Planning, Client Relationship..., Certified Financial..., Investments, Investment Strategies, Investment Research
Education
William E. Simon School of Business
Master of Business Administration (MBA)
West Chester University 1994 — 1997
Bachelor of Science, Business Administration
Penn State University 1993 — 1994
Vanguard March 2015 - Present
Vanguard January 2010 - February 2015
Vanguard January 2007 - December 2009
Vanguard May 2005 - December 2006
Vanguard March 2003 - April 2005
Skills
DB2, z/OS, Data Architecture, Data Modeling, Software Design, Technical Leadership, COBOL, JCL, WebSphere MQ, CICS, Brokerage, Mutual Funds, Process Improvement, Application Architecture, Agile Methodologies, SDLC, Enterprise Architecture, Software Project..., Visio, SQL, Requirements Analysis, Business Analysis
Education
Penn State University 1998 — 2003
Bachelor of Science (B.S.), Computer Engineering
Bellwood-Antis High School
Vanguard September 2013 - Present
Grace Financial Capital Group, Inc. May 2012 - August 2013
Guoyuan Securities May 2011 - August 2011
First Financial Exchange, Inc May 2009 - August 2010
Skills
Loans, PowerPoint, Banking, Microsoft Office 2007, Mortgage Lending, Finance, Teamwork, Microsoft Excel, Microsoft Office, Investments, Microsoft Word, Mortgage Underwriting, Outlook, Underwriting, Management, Commercial Lending, Time Management, Photoshop, Series 6, Series 63, Mortgage Banking, Software Documentation, Real Estate, Trend Analysis, Wealth Transfer, Office Administration, Financial Forecasting
Education
Penn State University 2008 — 2012
Bachelor of Science (BS), Energy, Business, and Finance
Penn State University 2008 — 2012
BS, Energy, Business & Finance
SAP September 2015 - Present
Tuck School of Business at Dartmouth College August 2013 - June 2015
Vermont Creamery May 2014 - November 2014
AstraZeneca April 2011 - August 2013
AstraZeneca August 2009 - March 2011
Vanguard January 2008 - July 2009
Skills
SAP, Excel, Outlook, Customer Relations, Word, Supply Chain Management, Master Scheduling, APICS, CSCP, French, Microsoft Excel, Customer Service, Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2013 — 2015
Master of Business Administration (MBA)
Penn State University 2004 — 2007
B.S., Finance
Universite de Franche-Comte 2006 — 2006
Intensive Language Study, French
Vanguard May 2015 - Present
PSNtv January 2015 - Present
theSkimm January 2015 - Present
Her Campus Penn State August 2014 - Present
Starbucks August 2013 - Present
The Mann Center for the Performing Arts May 2014 - August 2014
Skills
Teamwork, Public Relations, French, Time Management, Customer Service, Research, Organization Skills, Public Speaking, Community Outreach, Social Media, Writing, Twitter, Microsoft Office, PowerPoint, Facebook, Microsoft Excel, Event Management, Networking, Event Planning
Education
Penn State University 2012 — 2016
Bachelor of Arts (BA) - PR, College of Communications - Public Relations, 3.75 - Dean List
Penn State University 2012 — 2016
Bachelor of Arts (BA), College of Liberal Arts - French, 3.75 - Dean List
Vanguard July 2008 - Present
Vanguard January 2007 - July 2008
Vanguard January 2004 - December 2006
Vanguard May 1999 - December 2003
Vanguard August 1997 - May 1999
Education
Villanova University 1999 — 2001
Master of Business Administration (MBA), Finance
Penn State University 1990 — 1994
B.S., Marketing
PwC July 2015 - Present
PwC Consulting July 2011 - Present
Vanguard Group September 2008 - June 2011
Vanguard Group June 2008 - June 2011
Vanguard Group August 2007 - June 2011
Vanguard January 2007 - August 2007
Vanguard June 2006 - January 2007
Skills
Waterfall, Oracle, Systems Analysis, DB2, Enterprise Architecture, Business Intelligence
Education
Saint Joseph's University - Erivan K. Haub School of Business 2007 — 2010
MBA, Finance
Penn State University 2002 — 2006
IST
Viverae February 2015 - Present
Restoration Hardware 2013 - 2014
Fidelity Investments 2007 - 2012
The Vanguard Group September 2003 - September 2007
Vanguard July 1999 - December 2003
Vanguard July 1993 - July 1999
Skills
Strategic Planning, 401k, Defined Contribution, Defined Benefit, Microsoft Excel, Microsoft Office, Building Relationships, Problem Solving, ERISA, Fiduciary, Manage Client..., Relationship Management, Series 6, Series 63, Public Speaking, Retirement Savings, Cross Functional Team..., Contract Negotiation, Contract Management, Account Management, National Accounts, Team Leadership, Healthcare, Managed Care, Leadership, Cross-functional Team..., Strategy, Management, Human Resources, Employee Benefits, CRM, Wellness
Education
Penn State University
B.S., Health Planning and Administration
Vanguard February 2014 - Present
Vanguard November 2010 - January 2014
Vanguard January 2008 - November 2010
Vanguard January 2004 - January 2008
Vanguard January 2001 - January 2003
Vanguard February 1999 - January 2001
Wawa, Inc. June 1995 - January 1999
Skills
Financial Services, Relationship Management, Strategic Planning, Project Management, Team Leadership, Finance, High Net Worth..., Series 7, Series 63, Series 24, FINRA, Investments, Mutual Funds, 401k, Asset Allocation, Financial Analysis, Leadership
Education
Wharton School, University of Pennsylvania 2012 — 2014
SIFMA Securities Industry Institute Certification
Widener University 1996 — 1998
Master of Business Administration (M.B.A.)
Penn State University 1991 — 1995
Bachelor of Science, Finance
Wells Fargo Asset Management 2014 - Present
Lincoln Financial Group 2013 - 2014
Susquehanna International Group, LLP (SIG) 2012 - 2013
Vanguard 2005 - 2012
Skills
Certified Financial..., MBA, Investment Strategies, ETFs, Asset Allocation, Bloomberg, Morningstar Direct, Zephyr Style Advisor, Factset, Investments, Series 7, Mutual Funds, Series 63, Wealth Management, Retirement Planning, Chartered Financial..., Trading
Education
Penn State University
MBA
University of Pittsburgh
BS, Finance
Vanguard 2004 - Present
First National Bank of Chester County 2002 - 2004
Morgan Stanley 1999 - 2002
Skills
Comprehensive Wealth..., Trust Management, Financial Planning, Strategic Financial..., Wealth Management..., Asset Allocation, Retirement Planning, Retirement, Portfolio Management
Education
Penn State University 1995 — 1999
Bachelor of Science, Finance
Vanguard September 2014 - Present
Vanguard March 2014 - September 2014
Vanguard March 2013 - January 2014
Vanguard January 2009 - March 2013
Vanguard May 2008 - August 2008
IBM May 2007 - December 2007
Skills
XML, JSF, Visio, Agile Methodologies, Java, Business Analysis, Facelets, Maven, Unix, Subversion, JavaScript, Spring, Eclipse, Ant
Education
Penn State University 2004 — 2008
B.S., Computer Science
Vanguard November 2014 - Present
hibu August 2000 - November 2014
Clement Communications April 1997 - August 2000
Airborne Express June 1994 - April 1997
Skills
Data Center, Marketing Communications, Negotiation, Strategic Planning, New Business Development, Sales Management, Lead Generation, B2B, Management, Project Management, Inventory Management, Team Leadership, Team Building, Account Management, Technical Support, Facilities Management, Procurement, Research, Digital Marketing, Contract Negotiation, Vendor Management, Process Improvement, Change Management, Budgets, Business Development, Project Planning, Team Management, Direct Sales, Strategy, Leadership, Customer Service, Sales, Start-ups, Marketing Strategy, Training, Program Management, Cross-functional Team..., Sales Process, Operations Management, Salesforce.com, Sales Operations, Sales Presentations, Customer Satisfaction, Forecasting, Selling, Cold Calling, CRM, Online Marketing, Product Management, Customer Retention
Education
Penn State University 1987 — 1992
BS, Earth Sciences
Ameriprise Financial Services, Inc. October 1995 - Present
Vanguard August 1987 - September 1995
Education
Bishop Kenrick HS
Penn State University
Economics
The American College
Financial Planning
BlueBay Asset Management September 2010 - Present
Vanguard October 2007 - September 2010
Vanguard June 2006 - October 2007
PricewaterhouseCoopers June 2005 - August 2005
Skills
Fixed Income, Bloomberg, Credit, Investments, Equities, Derivatives, Capital Markets
Education
Penn State University 2002 — 2006
B.S., Finance
Vanguard January 2014 - Present
Vanguard April 2012 - Present
The Vanguard Group February 2011 - Present
Tory Burch,LLC September 2008 - April 2009
Lilly Pulitzer June 2006 - September 2008
Skills
Accounts Receivable, Analysis, Credit, Finance
Education
Penn State University 2002 — 2006
BS Business Administration, Marketing/Management
Neshaminy High School
Carroll Consultants Advisors August 2013 - Present
Vanguard April 2011 - August 2013
John Hancock Life Insurance Company (U.S.A.) May 2010 - February 2011
Skills
Wealth Management, Fixed Annuities, Financial Planning, Series 63, Retirement Planning, Strategic Financial..., Retail, Public Speaking, Series 7, Life & Health Insurance..., Variable Annuities, Mutual Funds, 401k, Finance, Investment Advisory..., Fiduciary Services, Portfolio Management, Investment Advisory, Estate Planning, Client-focused, 403 b, Investment Management, Retirement, Financial Planning for..., Financial Planning for..., Financial Planning for...
Education
Penn State University 2006 — 2010
Bachelor's, Finance
Red Ventures July 2015 - Present
Vanguard September 2014 - Present
Vanguard September 2012 - September 2014
Vanguard September 2011 - February 2013
Vanguard September 2011 - December 2012
Vanguard June 2009 - September 2011
Vanguard June 2008 - June 2009
The Vanguard Group September 2007 - June 2008
The Vanguard Group October 2005 - August 2007
The Vanguard Group June 2004 - October 2005
Skills
Strategic Sourcing, Project Planning, DMAIC, Onboarding, Applicant Tracking..., Employee Relations, HRIS, Sourcing, Benefits Administration, Employee Benefits, Leadership Development
Education
Villanova University 2010 — 2012
Masters, Human Resources Development, 3.9
Penn State University 1996 — 2000
Bachelor of Arts, Speech Communication
Homan Briar Clothing Company March 2014 - Present
SMT (SportsMEDIA Technology Corp) July 2015 - July 2015
Braverman Financial Associates May 2015 - July 2015
PwC January 2015 - January 2015
Vanguard November 2014 - November 2014
Brooks Brothers June 2014 - August 2014
Manheim June 2014 - August 2014
Skills
Teamwork, Start-ups, Team Leadership, Marketing, Time Management, Investments, Microsoft Office, Microsoft Excel, Value Investing, Sales, Social Media, Management, Leadership, Public Speaking, Research, Event Planning
Education
Penn State University 2013 — 2017
Bachelor's degree, Accounting
Ephrata High School 2009 — 2013
Vanguard June 2015 - Present
Brenntag Latin America May 2014 - August 2014
Accutome, Inc. June 2011 - August 2012
Education
Penn State University 2011 — 2015
B.S. Marketing and B.S. Spanish
Universidad de Sevilla 2013 — 2013
CIEE Sevilla Language and Culture
Transamerica November 2014 - Present
Lincoln Financial Group April 2014 - October 2014
ADP January 2012 - June 2013
Vanguard June 2001 - February 2004
Skills
Retirement Plan..., 401k, ERISA, Series 63, Series 6, Relationship Management, Series 7 in training, Maintaining Strong..., Works well individually, Works well in a team, Mutual Funds, IRAs, Investment Education, Compliance Analysis
Education
Penn State University 1993 — 1997
Bachelor's of Science, Human Development and Family Studies, General
MBA in near future
Law Office of Timothy E Wilfong, LLC 2008 - Present
Wilfong Tax Services, LLC 2008 - Present
Vanguard 1999 - 2006
Skills
Practice area..., Practice area..., Tax Return Preparation...
Education
Widener University School of Law 2004 — 2008
Juris Doctor, Law
Penn State University 1993 — 1997
Bachelor of Science, Business Logistics
Vanguard May 2013 - Present
Vanguard June 2012 - April 2013
Vanguard August 2011 - June 2012
Vanguard October 2010 - August 2011
WPVI-TV May 2008 - July 2008
Skills
Project Management, Organic Search, Workforce Planning, Series 7, Mutual Funds, Series 63, Series 6, Securities, Investments, ETFs, Asset Allocation, Bloomberg, Financial Services, Equities, Fixed Income
Education
Penn State University 2006 — 2010
BA, Communcation Arts and Sciences
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 June 2014 - Present
Independence Blue Cross October 2012 - June 2014
Independence Blue Cross November 2010 - November 2012
Northwestern Mutual January 2010 - March 2011
Skills
Health Insurance, Sales, Marketing, PowerPoint, Microsoft Excel, Microsoft Word, Insurance, Underwriting, Employee Benefits, Disability Insurance, Strategic Planning, Life Insurance, Account Management, Marketing Strategy
Education
Penn State University 2006 — 2010
Bachelor of Science (B.S.), Economics
Vanguard October 2013 - Present
Vanguard March 2010 - October 2013
Skills
Series 24, Series 7, Series 6, Series 63, Mutual Funds, Financial Services, Microsoft Office, Relationship Management, Public Speaking, Investments, Customer Service, PowerPoint, Writing, Proofreading
Education
Penn State University 2003 — 2007
Bachelor of Arts (BA), Journalism
St. Pius X
St. Pius X
Schlouch Incorporated September 2015 - Present
LTL Consultants, Ltd. September 2012 - August 2015
Vanguard April 2012 - September 2012
Aston Surveyors/Engineers, Inc January 1994 - January 2011
Skills
Site Plans, Stormwater Management, Water, Transportation, Environmental Awareness, Subdivisions, Grading, Land Development, Erosion Control, Microsoft Office, Surveying, Construction, Zoning, Municipalities, Site Development, Drainage, Construction Management, AutoCAD, Civil Engineering, Environmental Permitting, Highways, Erosion, Hydrology, Project Estimation, Water Resources
Education
Penn State University 1989 — 1993
Bachelor of Science, Civil Engineering
Vanguard September 2013 - Present
Vanguard October 2011 - Present
Vanguard January 2011 - October 2011
Vanguard March 2010 - January 2011
Vanguard August 2009 - March 2010
Vanguard December 2007 - August 2009
The Malvern School January 2006 - November 2007
Skills
Series 7, Series 63, Series 24, CRM, Financial Services, Mutual Funds, Process Improvement, Project Management, Relationship Management, Securities, Customer Service, Microsoft Excel, Risk Management, Business Analysis
Education
Pennsylvania State University-Great Valley Graduate Center 2009 — 2013
MBA
Penn State University 2002 — 2005
B.S., Human Development and Family Studies
Vanguard June 2014 - Present
US Army May 2014 - Present
Penn State University Park Undergraduate Association (UPUA) May 2013 - May 2014
Penn State University June 2010 - May 2014
Peacekeeping and Stability Operations Institute June 2013 - July 2013
US House of Representatives - Rep. Jim Gerlach November 2012 - May 2013
Defense Solutions, Inc. May 2012 - May 2013
University Park Allocation Committee April 2012 - May 2013
Penn State College Independents May 2011 - May 2013
Skills
Public Speaking, Political Campaigns, Public Relations, Leadership, Research, Project Management, Community Outreach, Business Development, PowerPoint, Government, Social Media, Proposal Writing, Event Planning, Microsoft Office, Marketing, Training
Education
Penn State University 2010 — 2014
Bachelor of Science (B.S.), Economics, International Politics
Downingtown East High School 2006 — 2010
Vanguard March 2014 - Present
hibu December 2011 - September 2013
Bracket September 2011 - December 2011
Imaging Sciences International February 2011 - July 2011
Fanadelphia.com January 2011 - June 2011
Connolly Healthcare October 2010 - February 2011
Skills
Writing, Microsoft Office, Editing, Excel, Pro Tools, Audio Editing, Access, Social Media, Microsoft Word, Web Content, Copywriting, Blogging, Microsoft Excel, Social Networking
Education
Penn State University 2006 — 2010
Bachelor of Arts, English
Sherpa December 2011 - December 2012
Northwestern Mutual Financial Network June 2009 - June 2011
Vanguard August 2007 - June 2009
Citigroup Global Markets, Inc May 2006 - August 2006
Skills
Building Relationships, Networking Events, Recruiting, Applicant Tracking..., Business Networking, Leadership, Temporary Placement, Time Management, Talent Acquisition, Staffing Services, Onboarding, Consulting, Financial Services, Human Resources, Project Management, College Recruiting, Hiring, Customer Service, Sourcing, Management, Networking, Technical Recruiting, CRM, Finance
Education
Penn State University 2003 — 2007
Bachelor of Science in Finance, Minor in International Business
The University of Queensland 2007 — 2007
International Business
Cardinal O'Hara High School 1999 — 2003
High School Diploma
Performance Development Group April 2015 - Present
ROI Performance Solutions February 2008 - Present
Johnson & Johnson September 2013 - December 2014
Performance Development Group January 2013 - June 2013
IMS Consulting Group May 2012 - January 2013
Janssen May 2011 - May 2012
Vanguard November 2009 - May 2011
Neumann University 2009 - 2010
The Institutes October 2000 - February 2008
Skills
Leadership Development, Organizational..., Instructional Design, Training, E-Learning, Change Management, Needs Analysis, Management, Coaching, Workshop Facilitation, Consulting, Team Leadership, Project Management, Blended Learning, Onboarding
Education
Penn State Great Valley
MLD, Leadership Development
Penn State Great Valley
MEd, Instructional Systems Design
Penn State University
BA, Communication Studies
University of Pennsylvania
Organizational Dynamics
MRM//McCann September 2015 - Present
SpectraMedix February 2015 - July 2015
David's Bridal May 2013 - July 2014
Vanguard October 2012 - February 2013
Axiom/Huntsworth Health July 2012 - August 2012
SAP September 2011 - April 2012
Project Management Institute April 2011 - June 2011
MDLinx.com/M3 USA October 2009 - November 2010
EnergyC2 February 2009 - April 2009
mPower Trading Systems April 2008 - November 2008
Education
Penn State University 1977 — 1979
Physics
Vanguard May 2009 - Present
Vanguard October 2007 - May 2009
Vanguard March 2004 - October 2007
Skills
Investment Research, Investment Analysis, Statistical Modeling, Presentation Development, Client Presentation, Development Of Employees, Networking, Business Strategy, Investment Strategies, Asset Allocation, Sales Presentations, Regression Analysis, Valuation, Capital Markets, Finance, Financial Markets, Mutual Funds, Investments, Financial Services, Analysis
Education
Villanova University 2007 — 2011
MBA, Finance
Penn State University 1998 — 2002
BS, Finance
Vanguard June 2014 - Present
The Jones Group Inc. December 2011 - June 2014
Liquent July 2007 - December 2011
Hershey Company January 2007 - July 2007
Case New Holland July 2006 - December 2006
Applied Research Associates October 2005 - June 2006
York College of Pennsylvania 2002 - 2004
Skills
Technical Support, Information Security, SharePoint, Security, Disaster Recovery, Integration
Education
York College of Pennsylvania 2001 — 2005
Bachelors, Information Technology/End-User Support
Penn State University
Information Security
Executive Health Resources March 2011 - Present
CMK Communications Group May 2008 - March 2011
Nationwide Financial Network October 2007 - May 2008
PPL Solutions August 2007 - September 2007
Vanguard November 2006 - June 2007
City of Philadelphia - Division of Technology November 2005 - September 2006
Independence Blue Cross April 2005 - November 2005
SAP June 1997 - April 2005
Independence Blue Cross June 2004 - November 2004
Exelon Power Team May 2002 - June 2004
Skills
Visual Basic, Technical Writing, Software Documentation, XML, SnagIt, Quality Assurance, Human Resources, Change Management, Training, Microsoft Office, SDLC, Oracle, Content Strategy, RoboHelp, Technical Documentation, Testing, Business Analysis, Business Requirements, Adobe Acrobat, Crystal Reports, Editing, Online Help, Marketing, Analysis
Education
Lyons Technical Institute 1982 — 1982
Certificate, Digital Computer Electronics
Lyons Technical Institute 1981 — 1982
A.D., Electronic Engineering Technology
Pennsylvania State University 1969 — 1973
Bachelor of Arts, English (Writing Option) Minor - Biological Science
Radnor Senior High School 1965 — 1969
Diploma, College Prep
Vanguard April 2012 - Present
Vanguard June 2006 - April 2012
Vanguard January 2005 - June 2006
Vanguard January 2000 - December 2005
Vanguard January 1998 - January 2000
Vanguard January 1996 - January 1998
Sonalysts September 1994 - January 1996
ECHO Computer Services June 1993 - December 1994
Bechtel Power Corporation September 1991 - March 1994
Skills
PMP, SDLC, Six Sigma, Agile Methodologies, IT Strategy, Software Project..., IT Management, Program Management, Business Analysis, Disaster Recovery, Software Development, Project Management, Unix, Process Improvement, IT Operations, Investment Management, Front Office Support, Front to Back Office, IT Investment Management, Global Investment..., IT Solutions, Management, Mutual Funds, Fixed Income, Equities, Risk Management, Business Technology, Business Strategy, Technology Management
Education
Villanova University 1998 — 2002
MBA, Finance, MIS, 3.97/4.0
The George Washington University 2001 — 2002
Master's Certificate, Information Technology Project Management
Penn State University 1986 — 1991
BS, Nuclear Engineering
Vanguard October 2008 - Present
Vanguard January 2006 - July 2009
Johnson & Johnson January 2005 - July 2005
Penn State Hospitality Services February 2004 - May 2005
Wilmington Trust May 2004 - August 2004
Skills
Visual Basic, SQL, XML, ASP, VBA, Unix, Databases, JavaScript, HTML, Java, MySQL, PHP, DB2, UML, .NET, C++, Active Directory, MS Project, Microsoft Technologies, Flash
Education
Penn State University 2002 — 2006
Bachelor's degree, Information Sciences Technology
Vanguard March 2013 - Present
Vanguard October 2007 - March 2013
Vanguard June 2006 - October 2007
The Vanguard Group January 2006 - October 2007
The Vanguard Group January 2000 - January 2006
West Chester University August 1998 - May 2004
The Vanguard Group November 1998 - January 2000
QVC July 1996 - November 1998
Strawbridge & Clothier 1992 - 1998
Skills
Security, Vendor Management, Social Media, SDLC, Risk Management, Integration, Leadership, Operating Systems, Project Management, Business Analysis, Process Improvement, Customer Service, CISSP, Program Management, Public Speaking, Team Leadership, HTML, Visio, Microsoft Office, Strategic Planning, IT Strategy, Information Security, Disaster Recovery, IT Operations, Information Technology
Education
Pennsylvania State University 1981 — 1986
Bachelor of Arts (B.A.), Journalism/Broadcasting
Penn State University 1981 — 1983
Associate of Arts (AA), Letters, Arts & Sciences
TIAA-CREF August 2010 - Present
Vanguard February 1998 - August 2010
CertainTeed January 1995 - February 1998
Skills
Systems Analysis, COBOL, Project Management, Requirements Gathering, DB2, Vendor Management, CICS, Software Project..., Visio, Requirements Analysis, Business Requirements, Agile Methodologies, SDLC, Business Analysis, Data Warehousing, Agile Project Management
Education
Penn State University 2002 — 2005
MSIS
Villanova University 1992 — 1996
BA, Marketing, English
Vanguard Group September 2002 - Present
Vanguard 2002 - Present
Education
Penn State University 1995 — 1999
Sayre School August 2014 - Present
Sayre School ConsultantMinova Australia2009 - 2011
The Lexington School September 2003 - May 2004
Tyrone Area School District August 2001 - July 2003
Phildelphia School District May 1999 - June 2001
Vanguard 1997 - 1999
Prudential Financial 1996 - 1997
Peace Corps 1994 - 1996
Prudential Financial 1992 - 1994
Skills
Management, Event Planning, Nonprofits, Social Media, Grant Writing, Public Speaking
Education
University of Kentucky
Continuing Education, Curriculum and Instruction
Pennsylvania State University 2001 — 2003
Certification, Reading Specialist
Temple University 1998 — 2000
M.Ed, Elementary Education
University of San Francisco 1988 — 1992
Bachelor of Arts (B.A.), Political Science and Government
Harriton High School 1984 — 1988
High School Diploma
Hamilton Lane May 2015 - Present
Philadelphia International Advisors 2007 - May 2015
Philadelphia International Advisors 2005 - 2007
Vanguard 2003 - 2005
Vanguard 2001 - 2003
Vanguard 2000 - 2001
Skills
FactSet, Excel, Bloomberg, CAPS, Microsoft Office, Performance Measurement, Performance Attribution, Zephyr, Microsoft Excel, Investment Management, Mutual Funds, Equities, Portfolio Management, Asset Management, Fixed Income, Financial Services, Investments, Finance, Asset Allocation, Valuation, Financial Analysis
Education
Penn State University 1995 — 1999
Bachelor of Science, Finance
Penn State University 1995 — 1999
Bachelor of Science (B.S.), Finance, General
Vanguard March 2014 - Present
Vanguard July 2006 - Present
Vanguard 2006 - Present
The Vanguard Group June 2005 - August 2005
Skills
Agile Methodologies, SQL, JavaScript, XML, Java, Unix, Agile Project Management, Scrum, Leadership, Project Management, Recruiting, Coaching
Education
Penn State University 2002 — 2006
BS, Information Science and Technology
Vanguard January 2012 - Present
Vanguard February 1990 - December 2011
Vanguard Group November 2006 - December 2008
Skills
Instructional Design, Classroom Instruction, HR Consulting, Training Delivery, Performance Consulting, ADDIE, E-Learning, Performance Improvement, Leadership Development, Needs Analysis, Instructor-led Training, Performance Management, Employee Engagement, Blended Learning, Staff Development, Coaching, Organizational..., Organizational Learning, Talent Management, Training
Education
Pennsylvania State University-Great Valley Graduate Center 1994 — 1999
Masters, Education
Penn State University 1985 — 1989
Bachelors, Psychology
The Vanguard Group Privacy SupervisorVanguardFebruary 2011 - Present
Vanguard July 2007 - February 2011
Trident Mortgage April 2005 - July 2006
Education
Penn State University 2002 — 2006
Bachelors, Marketing & Management
Vanguard January 2013 - Present
Vanguard October 2011 - January 2013
Vanguard July 2010 - October 2011
Skills
Investments, Series 63, Finance, Series 7, Portfolio Management, Mutual Funds, Relationship Management, Wealth Management, Series 6, Securities, Retirement Planning, Financial Services, Data Analysis, Asset Allocation, Equities, CRM, Project Management, Strategic Marketing
Education
Penn State University 2006 — 2010
Bachelor's degree, Economics
Vanguard November 2014 - Present
Vanguard April 2012 - November 2014
Vanguard June 2010 - April 2012
State Street September 2008 - July 2010
Aon Consulting August 2005 - July 2008
Skills
Investment Strategies, Pensions, Financial Analysis, Defined Benefit, Investments, Credit, Project Management
Education
Villanova University 2010 — 2012
MBA
Penn State University 2001 — 2005
BS, Actuarial Science
Vanguard December 2012 - Present
Vanguard June 2011 - December 2012
Vanguard June 2010 - June 2011
The Vanguard Group July 1997 - July 2008
SMS 1984 - 1997
Skills
SDLC, Financial Services, Process Improvement, Business Analysis, Relationship Management
Education
Penn State University 1982 — 1984
AS, CompSci
University of Phoenix
BS, Management
Vanguard June 2011 - Present
Roska Healthcare February 2010 - April 2011
Roska Digital March 2009 - February 2010
Fleming & Van Metre Advertising January 2009 - February 2009
Pegasus Interactive August 2008 - December 2008
NetReach September 2008 - November 2008
Night Kitchen Interactive May 2006 - October 2008
Philadelphia University May 2005 - July 2008
Skills
Responsive Web..., Creative Direction, Web Design, HTML, CSS, ActionScript, XML, jQuery, JavaScript, Final Cut Pro, After Effects, Adobe Creative Suite, Sound Forge, Soundtrack Pro, Presenter, Graphic Design, Flash, User Experience, Illustration, Mac, Web Development, Art Direction, Animation, User Interface Design, Information Architecture, Dreamweaver, Interaction Design, Multimedia
Education
Philadelphia University 2005 — 2008
Master of Science, Digital Design
Penn State University 2000 — 2004
Bachelor of Arts, Integrative Arts:Concentration in Graphic Design
Vanguard Group 2010 - Present
Vanguard 2005 - 2010
Education
Penn State University 2002 — 2009
MS, Masters Degree in Computer Science
University of Denver
BA, History
Vanguard
Skills
Finance, Financial Analysis, Microsoft Excel, Leadership, PowerPoint, Microsoft Office, Statistics, Mutual Funds, Securities
Education
Penn State University 2000 — 2004
BS, Finance & International Business
Vanguard December 2012 - Present
Vanguard February 2011 - December 2012
Vanguard February 2010 - February 2011
Williams-Sonoma, Inc. April 2001 - February 2011
Vanguard January 2009 - February 2010
Vanguard June 2006 - February 2010
Skills
Consultative Selling, Series 63, Series 6, Retail, ETFs, Strategic Thinking, 401k, Sales, Relationship Management, Selling, Investments, Financial Services, Mutual Funds, Business Development, B2B Marketing, B2B Marketing Strategy, Customer Segmentation..., Marketing, Project Management, Marketing Communications, Segmentation, Marketing Strategy, Retirement, Digital Marketing, Online Marketing, B2B, Market Planning, Brand Development, Customer Acquisition, Direct Marketing
Education
Penn State University 2012 — 2015
Master of Business Administration (MBA)
University of Pittsburgh 2002 — 2006
Bachelor of Arts, English Literature, Minor in Studio Arts, Certificate in Film Studies
Vanguard
Skills
Finance, Investments, Series 7, Mutual Funds, Series 63, Asset Allocation, Retirement Planning, Financial Planning, Wealth Management, Retirement, Financial Services
Education
St. Joseph's University 2012 — 2015
Master of Business Administration (MBA)
Penn State University 2002 — 2006
B.S., Finance
Vanguard January 1996 - Present
Skills
Conceptual and..., Marketing, promotions..., People leadership and..., Change management, Thought Leader, Adult learning..., Problem resolution, Relationship Management, Technical savvy, Needs Analysis, Instructional Design
Education
Penn State University
BA
Vanguard April 2012 - Present
Vanguard 2007 - April 2012
Skills
Derivatives, Mutual Funds, Risk Management, Internal Controls, Internal Audit, Financial Services, Finance, Asset Management, Auditing, Investments, Process Improvement
Education
Pennsylvania State University-Great Valley Graduate Center 2004 — 2006
MBA, Business Administration and Management, General
Penn State University 1996 — 2000
BS, Finance
Independence Blue Cross August 2012 - Present
Independence Blue Cross March 2011 - August 2012
Vanguard December 1998 - March 2011
Skills
Analytics, Segmentation, Financial Services, Insurance, Health Insurance, Marketing Research, Competitive Intelligence, Market Research, Cross-functional Team..., Business Analysis, Program Management, Data Analysis, Analysis, Marketing, Project Management, Vendor Management
Education
Penn State University
Master of Business Administration (MBA)
Temple University
Vanguard September 2011 - Present
PA Office of Attorney General August 2010 - April 2011
Nittany Notes January 2010 - April 2011
A division of PNC Bank June 2010 - August 2010
Education
Penn State University 2007 — 2011
B.S./B.A., Finance/Economics
Vanguard December 2010 - Present
Skills
Project Management, Leadership, Customer Service, Relationship Management, Process Improvement, Operations Management, Team Building, Investments, Budgets, Financial Services
Education
Penn State University
Temple University
Vanguard July 2011 - Present
Skills
Public Speaking, Leadership, Sales, Sales Process
Education
St. Joseph's University 2007 — 2010
Master's degree, Finance, General
Penn State University
Bachelor of Science (BS), Finance, General
Vanguard October 1996 - Present
The Lefton Company October 1986 - October 1996
Skills
Advertising, Marketing Communications, Project Management, Team Leadership
Education
Penn State University 1980 — 1982
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Temple University 1978 — 1980
Adagio Consulting Group April 2013 - Present
Caesars Entertainment Corporation October 2007 - January 2012
Vanguard April 1998 - January 2004
Skills
VMware, Virtualization, Marketing, Team Leadership, Customer Service, Management, Cloud Computing, Business Intelligence, Citrix, Telecommunications
Education
Penn State University 2003 — 2007
Bachelor of Arts (B.A.)