Vanguard Company

Industry: Investment management company

Description

The Vanguard Group is an American registered investment advisor based in Malvern, Pennsylvania with over $5.1 trillion in assets under management. It is the largest provider of mutual funds and the second-largest provider of exchange-traded funds in the world after BlackRock's iShares. Customer service: 0800 032 3731 Assets under management: 5.1 trillion USD (January 31, 2018) Founder: John C. Bogle Founded: 1 May 1975, Valley Forge, Pennsylvania, United States CEO: Mortimer J. Buckley (Jan 2018–) Headquarters: Valley Forge, Pennsylvania, United States

Vanguard List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Vanguard. You can filter them based on skills, years of employment, job, education, department, and prior employment.

Vanguard Salaries. You can even request information on how much does Vanguard pay if you want to. Learn about salaries, pros and cons of working for Vanguard directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

9,967 Vanguard employees in database. Find out everything there's to know about Vanguard employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Vanguard Employees

Employee
Years
Job
Industry
Liz Tammaro, CFA, CFP(R) Liz Tammaro, CFA, CFP(R) Greater Philadelphia Area Details
Liz Tammaro, CFA, CFP(R)'s Vanguard Experience September 2013 - Present
Job Department Head, Institutional Investor Group
Industry Financial Services
Experience
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

Jackson Goodwin V Jackson Goodwin V Lansdowne, Pennsylvania Details
Jackson Goodwin V's Vanguard Experience March 2005 - Present
Job Business Consultant MBB at Vanguard
Industry Financial Services
Experience
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

Phil Korenman Phil Korenman Greater Philadelphia Area Details
Phil Korenman's Vanguard Experience March 2013 - Present
Job Principal, Personal Advisor Services at Vanguard
Industry Investment Management
Experience
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

Brooke Phillips Brooke Phillips Collegeville, Pennsylvania Details
Brooke Phillips's Vanguard Experience November 2014 - February 2015
Job Inside Sales Representative at Pfizer
Industry Pharmaceuticals
Experience
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

Bruce Goodman Bruce Goodman Greater Philadelphia Area Details
Bruce Goodman's Vanguard Experience December 1999 - December 2007
Job Project Delivery Manager at Acrometis
Industry Information Technology and Services
Experience
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

Edward J. Polansky Edward J. Polansky Elverson, Pennsylvania Details
Edward J. Polansky's Vanguard Experience August 2005 - November 2013
Job Key Account Manager at Public Financial Management
Industry Financial Services
Experience
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

Carol Zeller-Henderson Carol Zeller-Henderson Greater Philadelphia Area Details
Carol Zeller-Henderson's Vanguard Experience March 2010 - Present
Job Communciations Project Leader
Industry Financial Services
Experience
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

Michael Donnelly CFP® Michael Donnelly CFP® Rochester, New York Area Details
Michael Donnelly CFP®'s Vanguard Experience October 1997 - June 2003
Job Vice President of Advisor Services, Portfolio Manager
Industry Financial Services
Experience
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

Matthew Litz Matthew Litz Downingtown, Pennsylvania Details
Matthew Litz's Vanguard Experience March 2015 - Present
Job Solutions Architect at Vanguard
Industry Financial Services
Experience
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

Danny Chau Danny Chau Greater Philadelphia Area Details
Danny Chau's Vanguard Experience September 2013 - Present
Job Investment Professional at Vanguard
Industry Financial Services
Experience
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

Divya (Belavadi) Struebing, MBA, CSCP Divya (Belavadi) Struebing, MBA, CSCP Greater Philadelphia Area Details
Divya (Belavadi) Struebing, MBA, CSCP's Vanguard Experience January 2008 - July 2009
Job IMPACT Leadership Rotation Program Associate
Industry Information Technology and Services
Experience
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

Caroline Jimenez Caroline Jimenez Greater Philadelphia Area Details
Caroline Jimenez's Vanguard Experience May 2015 - Present
Job Public Relations Intern at Vanguard
Industry Public Relations and Communications
Experience
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

Christopher Flick Christopher Flick Greater Philadelphia Area Details
Christopher Flick's Vanguard Experience July 2008 - Present
Job Institutional Sales Executive at Vanguard
Industry Investment Management
Experience
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

Glen Cummings Glen Cummings New York, New York Details
Glen Cummings's Vanguard Experience January 2007 - August 2007
Job Manager at PwC
Industry Financial Services
Experience
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

Renee Myers Renee Myers Dallas/Fort Worth Area Details
Renee Myers's Vanguard Experience July 1999 - December 2003
Job Client Relationship Executive
Industry Health, Wellness and Fitness
Experience
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

Carrie Delgott Carrie Delgott West Chester, Pennsylvania Details
Carrie Delgott's Vanguard Experience February 2014 - Present
Job Finance Director
Industry Financial Services
Experience
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

Jon Ferris, CFA, CFP® Jon Ferris, CFA, CFP® Greater Philadelphia Area Details
Jon Ferris, CFA, CFP®'s Vanguard Experience 2005 - 2012
Job Investment Strategies Consultant at Wells Fargo Asset Management
Industry Financial Services
Experience
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

Jason Cockerham, CFP, CTFA Jason Cockerham, CFP, CTFA Greater Philadelphia Area Details
Jason Cockerham, CFP, CTFA's Vanguard Experience 2004 - Present
Job Senior Wealth Manager at Vanguard
Industry Financial Services
Experience
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

Alexis Graham Alexis Graham Charlotte, North Carolina Details
Alexis Graham's Vanguard Experience September 2014 - Present
Job Project Manager at Vanguard
Industry Financial Services
Experience
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

Tony Tate CDCMP Tony Tate CDCMP Greater Philadelphia Area Details
Tony Tate CDCMP's Vanguard Experience November 2014 - Present
Job Mission Critical Facilities Manager at Vanguard
Industry Publishing
Experience
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

Anthony J. Bruno ChFC®, CLU®, CASL® Anthony J. Bruno ChFC®, CLU®, CASL® Greater Philadelphia Area Details
Anthony J. Bruno ChFC®, CLU®, CASL®'s Vanguard Experience August 1987 - September 1995
Job Financial Advisor, An Ameriprise Financial Platinum Services® Practice
Industry Financial Services
Experience
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

Christopher Lemmo Christopher Lemmo Greater New York City Area Details
Christopher Lemmo's Vanguard Experience October 2007 - September 2010
Job Trader at BlueBay Asset Management
Industry Investment Management
Experience
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

Rebekha Kocak Rebekha Kocak Greater Philadelphia Area Details
Rebekha Kocak's Vanguard Experience January 2014 - Present
Job Business Technology Corporate Finance at Vanguard
Industry Financial Services
Experience
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

Richard Ritzer, CFP® Richard Ritzer, CFP® Greater Philadelphia Area Details
Richard Ritzer, CFP®'s Vanguard Experience April 2011 - August 2013
Job Financial Planner at Carroll Consultants Advisors, Ltd.
Industry Financial Services
Experience
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

Christopher Evans Christopher Evans Charlotte, North Carolina Area Details
Christopher Evans's Vanguard Experience September 2014 - Present
Job Senior Talent Acquisition Consultant at Red Ventures
Industry Human Resources
Experience
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

Carl Rowits Carl Rowits Lancaster, Pennsylvania Area Details
Carl Rowits's Vanguard Experience November 2014 - November 2014
Job CoFounder and CEO at Homan Briar Clothing Company
Industry Accounting
Experience
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

Brandon Sharp Brandon Sharp Exton, Pennsylvania Details
Brandon Sharp's Vanguard Experience June 2015 - Present
Job Processing Associate at Vanguard
Industry Financial Services
Experience
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

Marina Giordano Marina Giordano Norristown, Pennsylvania Details
Marina Giordano's Vanguard Experience June 2001 - February 2004
Job Experienced and Licensed Retirement Consultant
Industry Investment Management
Experience
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

Timothy Wilfong Timothy Wilfong Greater Philadelphia Area Details
Timothy Wilfong's Vanguard Experience 1999 - 2006
Job Law Office of Timothy E Wilfong LLC
Industry Law Practice
Experience
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

Mary Zuccato Mary Zuccato Greater Philadelphia Area Details
Mary Zuccato's Vanguard Experience May 2013 - Present
Job Project Administrator at Vanguard
Industry Financial Services
Experience
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

Nick Stumpo Nick Stumpo Greater Philadelphia Area Details
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

Shannon Missimer Shannon Missimer Greater Philadelphia Area Details
Shannon Missimer's Vanguard Experience June 2014 - Present
Job Account Executive at Independence Blue Cross
Industry Insurance
Experience
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

Phil Spanish Phil Spanish Conshohocken, Pennsylvania Details
Phil Spanish's Vanguard Experience October 2013 - Present
Job Legal Analyst at Vanguard
Industry Financial Services
Experience
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

Richard Hetrick Richard Hetrick Reading, Pennsylvania Area Details
Richard Hetrick's Vanguard Experience April 2012 - September 2012
Job Project coordinator at Schlouch
Industry Construction
Experience
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

Diane (Carroll) DeLuca Diane (Carroll) DeLuca Greater Philadelphia Area Details
Diane (Carroll) DeLuca's Vanguard Experience September 2013 - Present
Job Service Recovery Supervisor at Vanguard
Industry Financial Services
Experience
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

Chase Englund Chase Englund Greater Philadelphia Area Details
Chase Englund's Vanguard Experience June 2014 - Present
Job Investment Portfolio Management at Vanguard
Industry Primary/Secondary Education
Experience
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

Michael Custer Michael Custer Greater Philadelphia Area Details
Michael Custer's Vanguard Experience March 2014 - Present
Job Writer at Vanguard
Industry Writing and Editing
Experience
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

Melissa Geary Melissa Geary Greater Philadelphia Area Details
Melissa Geary's Vanguard Experience August 2007 - June 2009
Job Recruiting Manager at Sherpa, LLC
Industry Staffing and Recruiting
Experience
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

Patricia Enright, MLD, MEd, CSM Patricia Enright, MLD, MEd, CSM Greater Philadelphia Area Details
Patricia Enright, MLD, MEd, CSM's Vanguard Experience November 2009 - May 2011
Job Instructional design and organizational development
Industry Professional Training & Coaching
Experience
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

Jeffrey Henning Jeffrey Henning Ardmore, Pennsylvania Details
Jeffrey Henning's Vanguard Experience October 2012 - February 2013
Job HTML5 Developer/Animator at MRM//McCann
Industry Information Technology and Services
Experience
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

Andrew Patterson, CFA Andrew Patterson, CFA Greater Philadelphia Area Details
Andrew Patterson, CFA's Vanguard Experience May 2009 - Present
Job Investment Analyst at Vanguard
Industry Financial Services
Experience
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

Stephen Stopper Stephen Stopper Greater Philadelphia Area Details
Stephen Stopper's Vanguard Experience June 2014 - Present
Job Technology Engineer Contractor (The Judge Group) at Vanguard
Industry Information Technology and Services
Experience
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

James LaVelle James LaVelle Greater Philadelphia Area Details
James LaVelle's Vanguard Experience November 2006 - June 2007
Job CSTAssociate Business Analyst at Executive Health Resources
Industry Information Technology and Services
Experience
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

Vin San Angelo Vin San Angelo Greater Philadelphia Area Details
Vin San Angelo's Vanguard Experience April 2012 - Present
Job Global Investment Management Business Technology Senior Manager
Industry Financial Services
Experience
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

Laura Cecconi Laura Cecconi Greater Philadelphia Area Details
Laura Cecconi's Vanguard Experience October 2008 - Present
Job Business Systems Analyst at Vanguard
Industry Information Technology and Services
Experience
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

Julie Smink Julie Smink Greater Philadelphia Area Details
Julie Smink's Vanguard Experience March 2013 - Present
Job Information Security Analyst at The Vanguard Group
Industry Financial Services
Experience
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

Victoria (Blake) Fox, MSIS Victoria (Blake) Fox, MSIS Charlotte, North Carolina Area Details
Victoria (Blake) Fox, MSIS's Vanguard Experience February 1998 - August 2010
Job
Industry Computer Software
Experience
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

Geoff Ramont Geoff Ramont Greater Philadelphia Area Details
Geoff Ramont's Vanguard Experience 2002 - Present
Job Line Manager at Vanguard Group
Industry Financial Services
Experience
Vanguard Group  September 2002 - Present
Vanguard   2002 - Present

Education
Penn State University   1995 — 1999

Cynthia Furlong Lee Cynthia Furlong Lee Lexington, Kentucky Area Details
Cynthia Furlong Lee's Vanguard Experience 1997 - 1999
Job Reading Specialist at Sayre School
Industry Higher Education
Experience
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

Shawn Curry, CFA, CIPM Shawn Curry, CFA, CIPM Greater Philadelphia Area Details
Shawn Curry, CFA, CIPM's Vanguard Experience 2003 - 2005
Job Senior Associate at Hamilton Lane
Industry Investment Management
Experience
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

Kyle Centrella Kyle Centrella Greater Philadelphia Area Details
Kyle Centrella's Vanguard Experience March 2014 - Present
Job Program Lead at Vanguard
Industry Information Technology and Services
Experience
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

Karen Hart, M. Ed., SPHR Karen Hart, M. Ed., SPHR Greater Philadelphia Area Details
Karen Hart, M. Ed., SPHR's Vanguard Experience January 2012 - Present
Job Learning Consultant at Vanguard
Industry Financial Services
Experience
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

Jaclyn Varisano Jaclyn Varisano Greater Philadelphia Area Details
Jaclyn Varisano's Vanguard Experience July 2007 - February 2011
Job Privacy Supervisor at Vanguard
Industry Financial Services
Experience
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

Ekta Motiani Ekta Motiani Greater Philadelphia Area Details
Ekta Motiani's Vanguard Experience January 2013 - Present
Job Marketing Associate at Vanguard
Industry Financial Services
Experience
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

Anthony Solometo Anthony Solometo Greater Philadelphia Area Details
Anthony Solometo's Vanguard Experience November 2014 - Present
Job Center for Excellence Retail Process Advocate at Vanguard
Industry Banking
Experience
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

Kathy Fuertes Kathy Fuertes Greater Philadelphia Area Details
Kathy Fuertes's Vanguard Experience December 2012 - Present
Job Principal, Head of Information Technology for Institutional Investor Group at Vanguard
Industry Financial Services
Experience
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

Stephen Michael Yarnell Stephen Michael Yarnell Greater Philadelphia Area Details
Stephen Michael Yarnell's Vanguard Experience June 2011 - Present
Job Creative Direction
Industry Design
Experience
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

Chris Tsiouris Chris Tsiouris Greater Philadelphia Area Details
Chris Tsiouris's Vanguard Experience 2005 - 2010
Job Data Architect\​Corporate Data Administrator at Vanguard Group
Industry Financial Services
Experience
Vanguard Group  2010 - Present
Vanguard   2005 - 2010

Education
Penn State University   2002 — 2009
MS, Masters Degree in Computer Science

University of Denver
BA, History

Andrew Novoshielski Andrew Novoshielski Greater Philadelphia Area Details
Andrew Novoshielski's Vanguard Experience
Job Compliance Administrator at Vanguard
Industry Financial Services
Experience
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

Laura Pfeifer Eufrasio Laura Pfeifer Eufrasio Greater Philadelphia Area Details
Laura Pfeifer Eufrasio's Vanguard Experience December 2012 - Present
Job Marketing Manager at Vanguard
Industry Financial Services
Experience
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

Shawn Kada, CFP® Shawn Kada, CFP® Greater Philadelphia Area Details
Shawn Kada, CFP®'s Vanguard Experience
Job Assigned Rep at Vanguard
Industry Financial Services
Experience
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

Maria Laws Maria Laws Greater Philadelphia Area Details
Maria Laws's Vanguard Experience January 1996 - Present
Job Film, Video, and Broadcasting Producer/Director
Industry Media Production
Experience
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

Derek Carr, CFA Derek Carr, CFA Greater Philadelphia Area Details
Derek Carr, CFA's Vanguard Experience April 2012 - Present
Job Senior Manager at Vanguard
Industry Financial Services
Experience
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

Jennifer Bergbauer Jennifer Bergbauer Greater Philadelphia Area Details
Jennifer Bergbauer's Vanguard Experience December 1998 - March 2011
Job Senior Market Research Analyst at Independence Blue Cross
Industry Insurance
Experience
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

Amanda Centonze Amanda Centonze Chadds Ford, Pennsylvania Details
Amanda Centonze's Vanguard Experience September 2011 - Present
Job Client Relationship Associate at Vanguard
Industry Financial Services
Experience
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

George Anderson III George Anderson III Greater Philadelphia Area Details
George Anderson III's Vanguard Experience December 2010 - Present
Job Team Leader/Supervisor at Vanguard
Industry Financial Services
Experience
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

Joe McCourt Joe McCourt Pottstown, Pennsylvania Details
Joe McCourt's Vanguard Experience July 2011 - Present
Job Quality Assurance Administrator at Vanguard
Industry Financial Services
Experience
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

kathy kilkenny kathy kilkenny Greater Philadelphia Area Details
kathy kilkenny's Vanguard Experience October 1996 - Present
Job manager at Vanguard
Industry Financial Services
Experience
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

Philip English Philip English West Chester, Pennsylvania Details
Philip English's Vanguard Experience April 1998 - January 2004
Job Technical and Telecom Solutions Provider at Adagio Consulting
Industry Information Technology and Services
Experience
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.)

Jennifer Nolan Jennifer Nolan Greater Philadelphia Area Details
Jennifer Nolan's Vanguard Experience March 2006 - September 2007
Job Legal Services Manager
Industry Financial Services
Experience
SEI  May 2008 - Present
SEI  September 2006 - May 2008
Vanguard   March 2006 - September 2007
Vanguard   April 2005 - March 2006
Vanguard   August 2002 - April 2005
Vanguard   July 1999 - August 2002

Education
Penn State University   1995 — 1999
Bachelor’s Degree, History

Similar Companies