Vanguard Company
Industry: Investment management company
DescriptionThe Vanguard Group is an American registered investment advisor based in Malvern, Pennsylvania with over $5.1 trillion in assets under management. It is the largest provider of mutual funds and the second-largest provider of exchange-traded funds in the world after BlackRock's iShares. Customer service: 0800 032 3731 Assets under management: 5.1 trillion USD (January 31, 2018) Founder: John C. Bogle Founded: 1 May 1975, Valley Forge, Pennsylvania, United States CEO: Mortimer J. Buckley (Jan 2018–) Headquarters: Valley Forge, Pennsylvania, United States
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Vanguard Employees
Employee
Years
Job
Industry
Brandon Schlueter Brandon Schlueter's Vanguard Experience August 2014 - Present
Job Midland Real Estate Alliance
Industry Real Estate
Experience
Midland Real Estate Alliance March 2012 - Present
Caden Holdings, LLC April 2014 - Present
Vanguard August 2014 - Present
Merrill Lynch January 2013 - January 2014
The Vanguard Group September 2007 - January 2013
Geneva Real Estate and Investments LLC 2006 - 2010
Go Wireless 2003 - 2006
Skills
Series 7, Series 63, Mortgage Lending, Investments, Banking, Series 6, Mortgage, Real Estate, Real Estate Investment, Property Management, First Time Home Buyers, Foreclosures, Sales, Short Sales, Loan Origination, Residential Homes, Selling, Single Family Homes, Loans, Investment Properties, Customer Service, Investors, Management
Education
Arizona State University 2004 — 2007
Bachelor's degree, Business & Sociology
Arizona State University
Midland Real Estate Alliance March 2012 - Present
Caden Holdings, LLC April 2014 - Present
Vanguard August 2014 - Present
Merrill Lynch January 2013 - January 2014
The Vanguard Group September 2007 - January 2013
Geneva Real Estate and Investments LLC 2006 - 2010
Go Wireless 2003 - 2006
Skills
Series 7, Series 63, Mortgage Lending, Investments, Banking, Series 6, Mortgage, Real Estate, Real Estate Investment, Property Management, First Time Home Buyers, Foreclosures, Sales, Short Sales, Loan Origination, Residential Homes, Selling, Single Family Homes, Loans, Investment Properties, Customer Service, Investors, Management
Education
Arizona State University 2004 — 2007
Bachelor's degree, Business & Sociology
Arizona State University
Christopher Sandstrom, CFP® Christopher Sandstrom, CFP®'s Vanguard Experience September 2014 - Present
Job Financial Planner at Vanguard
Industry Financial Services
Experience
Vanguard September 2014 - Present
Vanguard April 2013 - September 2014
Vanguard January 2011 - March 2013
Vanguard June 2007 - January 2009
Skills
Retirement Planning, Retirement Plan..., Personal Tax Planning, Needs Analysis, Strategic Financial..., Retirement, Financial Advisory, Finance, Strategy, CRM, Investment Advisory, Investment Strategies, Certified Financial..., IRAs, Series 6, 401k, Series 63, Series 7, Estate Planning, Pensions, Mutual Funds, Asset Allocation, Financial Planners, Personal Financial...
Education
University of Phoenix 2007 — 2009
Master of Education (M.Ed.), Secondary Education and Teaching
Arizona State University 2002 — 2005
Bachelor of Arts (BA), History
Vanguard September 2014 - Present
Vanguard April 2013 - September 2014
Vanguard January 2011 - March 2013
Vanguard June 2007 - January 2009
Skills
Retirement Planning, Retirement Plan..., Personal Tax Planning, Needs Analysis, Strategic Financial..., Retirement, Financial Advisory, Finance, Strategy, CRM, Investment Advisory, Investment Strategies, Certified Financial..., IRAs, Series 6, 401k, Series 63, Series 7, Estate Planning, Pensions, Mutual Funds, Asset Allocation, Financial Planners, Personal Financial...
Education
University of Phoenix 2007 — 2009
Master of Education (M.Ed.), Secondary Education and Teaching
Arizona State University 2002 — 2005
Bachelor of Arts (BA), History
Branson Butler Branson Butler's Vanguard Experience June 2006 - July 2007
Job Regional Manager of Training and Delivery at USAA
Industry Financial Services
Experience
USAA August 2012 - Present
USAA July 2007 - August 2012
Vanguard June 2006 - July 2007
Skills
Wealth Management, Retirement Planning, Mutual Funds, Asset Allocation, Series 7, Securities, Financial Planners, Investment Advisory, Strategic Financial..., Investments, Retirement, Investment Strategies, Portfolio Management, Financial Advisory, Series 24, Series 63, Series 65, Life Insurance
Education
Arizona State University 2011 — 2013
Master of Business Administration (MBA), International Business, 3.8
University of South Carolina-Columbia 2002 — 2006
Bachelor of Business Administration (BBA), Finance and Marketing, 3.7
USAA August 2012 - Present
USAA July 2007 - August 2012
Vanguard June 2006 - July 2007
Skills
Wealth Management, Retirement Planning, Mutual Funds, Asset Allocation, Series 7, Securities, Financial Planners, Investment Advisory, Strategic Financial..., Investments, Retirement, Investment Strategies, Portfolio Management, Financial Advisory, Series 24, Series 63, Series 65, Life Insurance
Education
Arizona State University 2011 — 2013
Master of Business Administration (MBA), International Business, 3.8
University of South Carolina-Columbia 2002 — 2006
Bachelor of Business Administration (BBA), Finance and Marketing, 3.7
Brian Amundson's Vanguard Experience May 2013 - September 2014
Job Brokerage Operations Manager at Packerland Brokerage Services, Inc.
Industry Capital Markets
Experience
Packerland Brokerage Services, Inc. September 2014 - Present
Vanguard May 2013 - September 2014
Vanguard March 2012 - May 2013
University of Phoenix February 2009 - March 2012
University of Phoenix May 2008 - February 2009
University of Phoenix September 2007 - May 2008
PK Kland Consulting Civil Engineers July 2004 - March 2007
Skills
Series 7, Series 24, Series 4, Series 63, series 66, Series 52, Series 53, Leadership, Critical Thinking, Staff Development, Financial Services, Mutual Funds, Financial Analysis, Microsoft Excel, Risk Management, Public Speaking, Project Management, Teamwork, Microsoft Word, Student Financial Aid, Discretion, Training, Equity Capital Markets, Corporate Finance, Cost Basis Reporting, Interpersonal..., Written Communication, Microsoft Office, Microsoft PowerPoint
Education
College for Financial Planning 2011 — 2015
Master of Science, Finance, Financial Analysis Major
College for Financial Planning
Graduate Certificate, Financial Analysis
University of Phoenix 2009 — 2010
Master of Business Administration, 2010
University of Phoenix 2007 — 2009
Bachelor of Science, Business Management (2009)
Arizona State University 2005 — 2007
Business Administration and Management, General
Packerland Brokerage Services, Inc. September 2014 - Present
Vanguard May 2013 - September 2014
Vanguard March 2012 - May 2013
University of Phoenix February 2009 - March 2012
University of Phoenix May 2008 - February 2009
University of Phoenix September 2007 - May 2008
PK Kland Consulting Civil Engineers July 2004 - March 2007
Skills
Series 7, Series 24, Series 4, Series 63, series 66, Series 52, Series 53, Leadership, Critical Thinking, Staff Development, Financial Services, Mutual Funds, Financial Analysis, Microsoft Excel, Risk Management, Public Speaking, Project Management, Teamwork, Microsoft Word, Student Financial Aid, Discretion, Training, Equity Capital Markets, Corporate Finance, Cost Basis Reporting, Interpersonal..., Written Communication, Microsoft Office, Microsoft PowerPoint
Education
College for Financial Planning 2011 — 2015
Master of Science, Finance, Financial Analysis Major
College for Financial Planning
Graduate Certificate, Financial Analysis
University of Phoenix 2009 — 2010
Master of Business Administration, 2010
University of Phoenix 2007 — 2009
Bachelor of Science, Business Management (2009)
Arizona State University 2005 — 2007
Business Administration and Management, General
Cindy Quach Cindy Quach's Vanguard Experience May 2012 - August 2012
Job Linux System Administrator
Industry Internet
Experience
Google November 2014 - Present
Google March 2013 - Present
PSA Behavioral Health Agency 2011 - 2013
Vanguard May 2012 - August 2012
LawLogix Group, Inc. 2010 - 2011
The University of Arizona 2009 - 2010
Skills
JavaScript, Python, Linux, CSS, Web Development, jQuery, HTML, Graphic Design, Large Scale Deployments, Bash, Unix, Databases, Kernel Programming, System Administration, OS X, Game Development, Scalability
Education
Arizona State University 2010 — 2012
Bachelor of Science (BS), Computer and Information Sciences, General
Google November 2014 - Present
Google March 2013 - Present
PSA Behavioral Health Agency 2011 - 2013
Vanguard May 2012 - August 2012
LawLogix Group, Inc. 2010 - 2011
The University of Arizona 2009 - 2010
Skills
JavaScript, Python, Linux, CSS, Web Development, jQuery, HTML, Graphic Design, Large Scale Deployments, Bash, Unix, Databases, Kernel Programming, System Administration, OS X, Game Development, Scalability
Education
Arizona State University 2010 — 2012
Bachelor of Science (BS), Computer and Information Sciences, General
Bridget Valenzuela's Vanguard Experience 1996 - 2004
Job Teacher Science & Math Intervention
Industry Education Management
Experience
Baboquivari Unified Schools June 2013 - Present
Salt River Pima-Maricopa Indian Community August 2005 - May 2013
Vanguard 1996 - 2004
Skills
Curriculum Design, Curriculum Development, Teaching, Understanding by Design..., Professional Learning..., RTI, Cooperative Learning, Classroom, Collaborative Learning, Educational Leadership, Instructional Design, Educational Technology, Multiple Intelligences, Public Speaking, Standards-based, Technology Needs..., Community Outreach, Higher Education, Program Development, Staff Development
Education
Arizona State University 1992 — 1995
BS, Sociology
Northern Arizona University 2002 — 2005
MEd, Secondary Education
Baboquivari Unified Schools June 2013 - Present
Salt River Pima-Maricopa Indian Community August 2005 - May 2013
Vanguard 1996 - 2004
Skills
Curriculum Design, Curriculum Development, Teaching, Understanding by Design..., Professional Learning..., RTI, Cooperative Learning, Classroom, Collaborative Learning, Educational Leadership, Instructional Design, Educational Technology, Multiple Intelligences, Public Speaking, Standards-based, Technology Needs..., Community Outreach, Higher Education, Program Development, Staff Development
Education
Arizona State University 1992 — 1995
BS, Sociology
Northern Arizona University 2002 — 2005
MEd, Secondary Education
Andrea Sparks Andrea Sparks's Vanguard Experience July 2011 - Present
Job Investment Consultant at Vanguard
Industry Financial Services
Experience
Vanguard July 2011 - Present
Wachovia September 2009 - March 2011
Chase Bank September 2007 - September 2009
Chase July 2005 - September 2007
Clinique November 1998 - August 2005
Skills
Leadership, Sales Management, Relationship Management, Series 7, Series 63, Leadership Development, Microsoft Word, Customer Service, Consultative Sales..., Microsoft Office, Coaching, Banking, Financial Analysis, Windows, Public Speaking, Retail Sales, Retail Banking, Finance, Sales
Education
Arizona State University 2012 — 2016
Organizational Leadership, Organizational Leadership
Vanguard July 2011 - Present
Wachovia September 2009 - March 2011
Chase Bank September 2007 - September 2009
Chase July 2005 - September 2007
Clinique November 1998 - August 2005
Skills
Leadership, Sales Management, Relationship Management, Series 7, Series 63, Leadership Development, Microsoft Word, Customer Service, Consultative Sales..., Microsoft Office, Coaching, Banking, Financial Analysis, Windows, Public Speaking, Retail Sales, Retail Banking, Finance, Sales
Education
Arizona State University 2012 — 2016
Organizational Leadership, Organizational Leadership
Douglas Boyd Douglas Boyd's Vanguard Experience September 2004 - Present
Job Investment Consultant at Vanguard
Industry Financial Services
Experience
Vanguard September 2004 - Present
Heidi's Events & Catering April 2009 - January 2012
Hobby - Classic Car Restoration January 1989 - June 2005
Vanguard June 2002 - August 2004
Vanguard June 2001 - May 2002
Vanguard September 2000 - June 2001
Vanguard August 1999 - August 2000
NewtGlass January 1998 - August 1999
Garden of Enchantment Florist February 1991 - August 1999
Domino's Pizza January 1989 - November 1998
Skills
Series 7, Series 63, Fixed Income, Retirement, Roth IRA, Traditional IRA, Trusts, Automotive Restoration, Automotive Repair, Money Transfers, Investment Strategies, Diversification, Mutual Funds, Investments, IRAs, 401k, Asset Allocation, Uniform Combined State..., Retirement Planning, Series 65, Investment Advisory, Series 6, Finance
Education
Arizona State University 1992 — 1994
Bachelor's degree, Business Administration and Management, General
Scottsdale Community College 1990 — 1992
undergraduate course, Business Administration and Management, General
Vanguard September 2004 - Present
Heidi's Events & Catering April 2009 - January 2012
Hobby - Classic Car Restoration January 1989 - June 2005
Vanguard June 2002 - August 2004
Vanguard June 2001 - May 2002
Vanguard September 2000 - June 2001
Vanguard August 1999 - August 2000
NewtGlass January 1998 - August 1999
Garden of Enchantment Florist February 1991 - August 1999
Domino's Pizza January 1989 - November 1998
Skills
Series 7, Series 63, Fixed Income, Retirement, Roth IRA, Traditional IRA, Trusts, Automotive Restoration, Automotive Repair, Money Transfers, Investment Strategies, Diversification, Mutual Funds, Investments, IRAs, 401k, Asset Allocation, Uniform Combined State..., Retirement Planning, Series 65, Investment Advisory, Series 6, Finance
Education
Arizona State University 1992 — 1994
Bachelor's degree, Business Administration and Management, General
Scottsdale Community College 1990 — 1992
undergraduate course, Business Administration and Management, General
Austin Grizzell Austin Grizzell's Vanguard Experience June 2013 - Present
Job Customer Service Specialist at Vanguard
Industry Financial Services
Experience
Vanguard June 2013 - Present
Charles Schwab June 2012 - August 2012
JPMorgan Chase August 2010 - February 2012
ACGE, Inc. May 2011 - July 2011
Albertsons February 2008 - April 2010
Skills
Verbal and Written..., Client Relationship..., Problem Solving, Team-oriented, Time Management, Customer Satisfaction, Leadership, Sales, Team Leadership, Data Entry, Teamwork, Customer Experience, Auditing, Customer Retention, Process Improvement, Business Analysis, Strategic Planning, Team Management, Project Management, Accounting, Data Analysis
Education
Arizona State University 2011 — 2013
Bachelor of Science (B.S.), Finance and Economics
The University of Manchester 2012 — 2012
Management, International Business
Vanguard June 2013 - Present
Charles Schwab June 2012 - August 2012
JPMorgan Chase August 2010 - February 2012
ACGE, Inc. May 2011 - July 2011
Albertsons February 2008 - April 2010
Skills
Verbal and Written..., Client Relationship..., Problem Solving, Team-oriented, Time Management, Customer Satisfaction, Leadership, Sales, Team Leadership, Data Entry, Teamwork, Customer Experience, Auditing, Customer Retention, Process Improvement, Business Analysis, Strategic Planning, Team Management, Project Management, Accounting, Data Analysis
Education
Arizona State University 2011 — 2013
Bachelor of Science (B.S.), Finance and Economics
The University of Manchester 2012 — 2012
Management, International Business
Chad Damewood Chad Damewood's Vanguard Experience August 2000 - August 2002
Job Project Manager at PWI Construction
Industry Construction
Experience
BUILDERS GUILD INC January 2015 - June 2015
PWI Construction, Inc. May 2013 - March 2014
Tri-City Heat Treat May 2011 - January 2013
Luis Palau Association November 2010 - April 2011
Newman Jolly Builders January 2006 - September 2010
FTN Financial August 2002 - December 2005
Vanguard August 2000 - August 2002
Skills
Microsoft Office, Microsoft Excel, Manufacturing, Lean Manufacturing, Management, Engineering, Strategic Planning, Project Management, Product Development, Negotiation, Sales Management, Customer Service, Microsoft Word, New Business Development, Continuous Improvement, Process Improvement, PowerPoint, Coaching, Training, Program Management, Team Building, Budgets
Education
Arizona State University 1989 — 1994
Bachelor of Arts (B.A.), History
BUILDERS GUILD INC January 2015 - June 2015
PWI Construction, Inc. May 2013 - March 2014
Tri-City Heat Treat May 2011 - January 2013
Luis Palau Association November 2010 - April 2011
Newman Jolly Builders January 2006 - September 2010
FTN Financial August 2002 - December 2005
Vanguard August 2000 - August 2002
Skills
Microsoft Office, Microsoft Excel, Manufacturing, Lean Manufacturing, Management, Engineering, Strategic Planning, Project Management, Product Development, Negotiation, Sales Management, Customer Service, Microsoft Word, New Business Development, Continuous Improvement, Process Improvement, PowerPoint, Coaching, Training, Program Management, Team Building, Budgets
Education
Arizona State University 1989 — 1994
Bachelor of Arts (B.A.), History
Brian Baggot Brian Baggot's Vanguard Experience
Job Client relations specialist at Vanguard
Industry Financial Services
Experience
Vanguard
Skills
Spanish, Microsoft Office, English
Education
Arizona State University 2005 — 2009
Bachelor of Arts (B.A.), Political Science and Government
Vanguard
Skills
Spanish, Microsoft Office, English
Education
Arizona State University 2005 — 2009
Bachelor of Arts (B.A.), Political Science and Government
Diego Ezrre Diego Ezrre's Vanguard Experience June 2012 - December 2012
Job Financial Analyst at University Federal Credit Union
Industry Financial Services
Experience
University Federal Credit Union July 2014 - Present
Arizona Commerce Authority January 2013 - June 2014
Vanguard June 2012 - December 2012
Angelic Grove January 2011 - June 2012
Skills
Public Policy, Market Research, Strategic Planning, Economic Development, Policy, Government, Public Speaking, Proposal Writing, Program Management, Nonprofits, Public Administration, Data Analysis, Analysis, Strategy
Education
Arizona State University 2007 — 2012
Bachelor of Science (B.S.), Finance, Magnum Cum Laude
University Federal Credit Union July 2014 - Present
Arizona Commerce Authority January 2013 - June 2014
Vanguard June 2012 - December 2012
Angelic Grove January 2011 - June 2012
Skills
Public Policy, Market Research, Strategic Planning, Economic Development, Policy, Government, Public Speaking, Proposal Writing, Program Management, Nonprofits, Public Administration, Data Analysis, Analysis, Strategy
Education
Arizona State University 2007 — 2012
Bachelor of Science (B.S.), Finance, Magnum Cum Laude
Brock Dittmer's Vanguard Experience June 2013 - Present
Job Flagship Brokerage Service Crew MemberVanguard
Industry Financial Services
Experience
Vanguard June 2013 - Present
Fry's Food and Drug December 2006 - May 2013
North Star Resource Group July 2012 - September 2012
PineBridge Investments August 2011 - December 2011
Skills
Financial Analysis, Human Resources, PowerPoint, Sales, Microsoft Office, Public Speaking, Research, Customer Satisfaction, Teamwork, Time Management, Customer Service, Microsoft Excel, Recruiting
Education
Arizona State University 2010 — 2013
Bachelor of Science (BS), Business Administration and Management, General
Arizona State University 2010 — 2013
Certification, International Business
Chandler/Gilbert Community College 2008 — 2010
Associate's degree, Business/Commerce, General
Vanguard June 2013 - Present
Fry's Food and Drug December 2006 - May 2013
North Star Resource Group July 2012 - September 2012
PineBridge Investments August 2011 - December 2011
Skills
Financial Analysis, Human Resources, PowerPoint, Sales, Microsoft Office, Public Speaking, Research, Customer Satisfaction, Teamwork, Time Management, Customer Service, Microsoft Excel, Recruiting
Education
Arizona State University 2010 — 2013
Bachelor of Science (BS), Business Administration and Management, General
Arizona State University 2010 — 2013
Certification, International Business
Chandler/Gilbert Community College 2008 — 2010
Associate's degree, Business/Commerce, General
Enrique Rosa Enrique Rosa's Vanguard Experience August 2005 - March 2006
Job Sr. Commissions Analyst at Karl Storz Endoscopy
Industry Medical Devices
Experience
Karl Storz Endoscopy May 2012 - Present
Avnet Inc., Technology Solutions October 2007 - May 2012
Coca-Cola Enterprises August 2008 - March 2009
Avnet Inc., Electronics Marketing April 2006 - October 2007
Vanguard August 2005 - March 2006
Coca-Cola Enterprises 2004 - 2005
Skills
Cross-functional Team..., SAP, Sales Commissions, Spanish-speaking, Xactly Incent, Xactly, Financial Modeling, Financial Analysis, Microsoft Excel, Finance, Account Reconciliation, CRM, Forecasting, Sales, Sales Operations
Education
Arizona State University
Bachelors of Science, Management
Los Angeles Southwest College
Associates of Arts, Spanish
Karl Storz Endoscopy May 2012 - Present
Avnet Inc., Technology Solutions October 2007 - May 2012
Coca-Cola Enterprises August 2008 - March 2009
Avnet Inc., Electronics Marketing April 2006 - October 2007
Vanguard August 2005 - March 2006
Coca-Cola Enterprises 2004 - 2005
Skills
Cross-functional Team..., SAP, Sales Commissions, Spanish-speaking, Xactly Incent, Xactly, Financial Modeling, Financial Analysis, Microsoft Excel, Finance, Account Reconciliation, CRM, Forecasting, Sales, Sales Operations
Education
Arizona State University
Bachelors of Science, Management
Los Angeles Southwest College
Associates of Arts, Spanish
Erfan Haroon's Vanguard Experience August 2010 - March 2013
Job Regional Advisory Consultant at Cole Capital
Industry Financial Services
Experience
Cole Capital August 2013 - Present
Walton International Group March 2013 - August 2013
Vanguard August 2010 - March 2013
ING Funds October 2009 - August 2010
Arizona State University August 2004 - May 2009
ING Funds June 2008 - July 2008
Merrill Lynch July 2007 - August 2007
Skills
Series 63, Series 7, Uniform Combined State..., Mutual Funds, Bloomberg, Fixed Income, Investments, Equities, Financial Modeling, FINRA, Asset Managment, Derivatives, Financial Analysis, Private Equity, Investment Advisory, Asset Allocation, Analysis, Securities, Alternative Investments, Investment Strategies, 401k, Strategic Financial..., Portfolio Management, Wealth Management, Asset Management, Investment Management
Education
Arizona State University 2004 — 2009
Bachelors of Science Economics, Political Science, International Business
Arizona State University - W. P. Carey School of Business 2004 — 2009
Economics, Political Science, International Business
Detroit Catholic Central HS 2000 — 2004
Cole Capital August 2013 - Present
Walton International Group March 2013 - August 2013
Vanguard August 2010 - March 2013
ING Funds October 2009 - August 2010
Arizona State University August 2004 - May 2009
ING Funds June 2008 - July 2008
Merrill Lynch July 2007 - August 2007
Skills
Series 63, Series 7, Uniform Combined State..., Mutual Funds, Bloomberg, Fixed Income, Investments, Equities, Financial Modeling, FINRA, Asset Managment, Derivatives, Financial Analysis, Private Equity, Investment Advisory, Asset Allocation, Analysis, Securities, Alternative Investments, Investment Strategies, 401k, Strategic Financial..., Portfolio Management, Wealth Management, Asset Management, Investment Management
Education
Arizona State University 2004 — 2009
Bachelors of Science Economics, Political Science, International Business
Arizona State University - W. P. Carey School of Business 2004 — 2009
Economics, Political Science, International Business
Detroit Catholic Central HS 2000 — 2004
Jake Pennell, MBA Jake Pennell, MBA's Vanguard Experience 2003 - 2005
Job Senior Sales Consultant at SolarCity
Industry Renewables & Environment
Experience
Gartner March 2012 - June 2013
Swift Transportation (Interstate Equipment Leasing) 2006 - 2012
Vanguard 2003 - 2005
AXA Advisors 2002 - 2004
Bank of America January 1998 - August 2000
Skills
Financial Analysis, Customer Relations, Strategic Planning, Account Management, Administration, Banking, Change Management, Financial Planning, Hiring, Insurance, Kaizen, Team Leadership, Lotus Notes, Mentoring, New Business Development, Microsoft Office, Operations Management, PowerPoint, Problem Solving, Underwriting, Technology, IT Strategy, IT Solutions, Information Technology, Information Technology..., Investment Advisory, Investment Management, Investment Portfolio, Strategic Financial..., Sales, Enterprise Software, CRM, Consulting, Customer Service, Finance, Process Improvement, Leadership, Strategy
Education
Colorado State University 2008 — 2011
MBA, Business Administration
The American College
Certified Financial Planner, Financial Planning and Services
Arizona State University 1998 — 2002
BS, Finance / Global Business
Gartner March 2012 - June 2013
Swift Transportation (Interstate Equipment Leasing) 2006 - 2012
Vanguard 2003 - 2005
AXA Advisors 2002 - 2004
Bank of America January 1998 - August 2000
Skills
Financial Analysis, Customer Relations, Strategic Planning, Account Management, Administration, Banking, Change Management, Financial Planning, Hiring, Insurance, Kaizen, Team Leadership, Lotus Notes, Mentoring, New Business Development, Microsoft Office, Operations Management, PowerPoint, Problem Solving, Underwriting, Technology, IT Strategy, IT Solutions, Information Technology, Information Technology..., Investment Advisory, Investment Management, Investment Portfolio, Strategic Financial..., Sales, Enterprise Software, CRM, Consulting, Customer Service, Finance, Process Improvement, Leadership, Strategy
Education
Colorado State University 2008 — 2011
MBA, Business Administration
The American College
Certified Financial Planner, Financial Planning and Services
Arizona State University 1998 — 2002
BS, Finance / Global Business
Christina Jutting Christina Jutting's Vanguard Experience May 2015 - Present
Job Inheritance Consultant
Industry Financial Services
Experience
Vanguard May 2015 - Present
Vanguard April 2013 - Present
Circle The City January 2010 - 2014
Green Choice Solar July 2012 - March 2013
Feed My Starving Children December 2011 - July 2012
ARAMARK November 2011 - July 2012
Arizona State University May 2010 - May 2011
STAND: The Student-led Movement to End Mass Atrocities. May 2010 - May 2011
Starbucks June 2009 - May 2011
Allstate January 2010 - July 2010
Skills
Event Planning, Social Media, Public Relations, Public Speaking, Press Releases, Editing, Social Media Marketing, Facebook, Customer Service, Volunteer Management, Adobe Creative Suite, Social Networking, Event Management, Blogging, Photography, Microsoft Office, Nonprofits, WordPress, Advertising, Marketing, Management, New Media, Sales, Fundraising, Community Outreach, Marketing Communications, Newsletters, PowerPoint, Leadership, Time Management
Education
Grand Canyon University 2013 — 2015
Master of Business Administration (M.B.A.)
Arizona State University 2007 — 2011
Bachelors of Arts, Sociology
Arizona State University 2007 — 2011
Bachelor of Arts, Journalism with an emphasis in Public Relations
Vanguard May 2015 - Present
Vanguard April 2013 - Present
Circle The City January 2010 - 2014
Green Choice Solar July 2012 - March 2013
Feed My Starving Children December 2011 - July 2012
ARAMARK November 2011 - July 2012
Arizona State University May 2010 - May 2011
STAND: The Student-led Movement to End Mass Atrocities. May 2010 - May 2011
Starbucks June 2009 - May 2011
Allstate January 2010 - July 2010
Skills
Event Planning, Social Media, Public Relations, Public Speaking, Press Releases, Editing, Social Media Marketing, Facebook, Customer Service, Volunteer Management, Adobe Creative Suite, Social Networking, Event Management, Blogging, Photography, Microsoft Office, Nonprofits, WordPress, Advertising, Marketing, Management, New Media, Sales, Fundraising, Community Outreach, Marketing Communications, Newsletters, PowerPoint, Leadership, Time Management
Education
Grand Canyon University 2013 — 2015
Master of Business Administration (M.B.A.)
Arizona State University 2007 — 2011
Bachelors of Arts, Sociology
Arizona State University 2007 — 2011
Bachelor of Arts, Journalism with an emphasis in Public Relations
Bee-Lian Quah's Vanguard Experience October 2009 - July 2011
Job Managing Consultant at IBM
Industry Management Consulting
Experience
IBM February 2015 - Present
IBM July 2013 - February 2015
Fuqua School of Business July 2011 - May 2013
G51 Capital Management October 2012 - March 2013
Nationwide June 2012 - August 2012
Vanguard October 2009 - July 2011
Rotary District 5510 July 2010 - June 2011
East Valley Rotaract Club June 2009 - June 2010
The Vanguard Group July 2008 - November 2009
The Biodesign Institute June 2005 - May 2008
Skills
Project Management, Product Development, Change Management, Entrepreneurship, Strategy, Consulting, Data Analysis, Cross-functional Team..., Process Improvement, Business Strategy, Start-ups, Team Leadership, Business Planning, CRM, Leadership
Education
Duke University 2011 — 2013
MBA, Strategy, Health Sector Management, Entrepreneurship & Innovation
Arizona State University 2004 — 2008
BSE, Bioengineering Major, Business Minor
Highland High School 2000 — 2004
High School Diploma
IBM February 2015 - Present
IBM July 2013 - February 2015
Fuqua School of Business July 2011 - May 2013
G51 Capital Management October 2012 - March 2013
Nationwide June 2012 - August 2012
Vanguard October 2009 - July 2011
Rotary District 5510 July 2010 - June 2011
East Valley Rotaract Club June 2009 - June 2010
The Vanguard Group July 2008 - November 2009
The Biodesign Institute June 2005 - May 2008
Skills
Project Management, Product Development, Change Management, Entrepreneurship, Strategy, Consulting, Data Analysis, Cross-functional Team..., Process Improvement, Business Strategy, Start-ups, Team Leadership, Business Planning, CRM, Leadership
Education
Duke University 2011 — 2013
MBA, Strategy, Health Sector Management, Entrepreneurship & Innovation
Arizona State University 2004 — 2008
BSE, Bioengineering Major, Business Minor
Highland High School 2000 — 2004
High School Diploma
Dan Walters Dan Walters's Vanguard Experience May 2012 - Present
Job Sales Administrator at Vanguard
Industry Financial Services
Experience
Vanguard May 2012 - Present
JP Morgan September 2010 - May 2012
FAF Advisors August 2007 - September 2010
FAF Advisors August 2007 - September 2008
The Home Buyers, Inc February 2002 - June 2007
Skills
Series 63, Series 7, Series 6, FINRA, Contact Management, Siebel, Morningstar, Microsoft Office, Negotiation, Separately Managed..., ETFs, Mutual Funds, Selling
Education
Arizona State University 2012 — 2015
Bachelor’s Degree, Design Studies w/ Design Management Concentration, Magna Cum Laude
St Cloud Technical and Community College 1996 — 1999
Associate's Degree, Advertising, Graphic Design
Vanguard May 2012 - Present
JP Morgan September 2010 - May 2012
FAF Advisors August 2007 - September 2010
FAF Advisors August 2007 - September 2008
The Home Buyers, Inc February 2002 - June 2007
Skills
Series 63, Series 7, Series 6, FINRA, Contact Management, Siebel, Morningstar, Microsoft Office, Negotiation, Separately Managed..., ETFs, Mutual Funds, Selling
Education
Arizona State University 2012 — 2015
Bachelor’s Degree, Design Studies w/ Design Management Concentration, Magna Cum Laude
St Cloud Technical and Community College 1996 — 1999
Associate's Degree, Advertising, Graphic Design
Howard Doll's Vanguard Experience January 2004 - May 2007
Job Finance at Charles Schwab
Industry Financial Services
Experience
Charles Schwab June 2007 - April 2013
Vanguard January 2004 - May 2007
Skills
Mutual Funds, Investments, Series 63, Financial Services, Portfolio Management, Securities, Retirement, Asset Allocation, Equities, Fixed Annuities, Fixed Income
Education
Arizona State University 1996 — 2000
Bachelor of Arts (BA), Broadcast Journalism
Charles Schwab June 2007 - April 2013
Vanguard January 2004 - May 2007
Skills
Mutual Funds, Investments, Series 63, Financial Services, Portfolio Management, Securities, Retirement, Asset Allocation, Equities, Fixed Annuities, Fixed Income
Education
Arizona State University 1996 — 2000
Bachelor of Arts (BA), Broadcast Journalism
James Matthew Brecher James Matthew Brecher's Vanguard Experience January 2011 - April 2012
Job Internal Wholesaler at First Trust
Industry Financial Services
Experience
First Trust April 2015 - Present
Bank of America July 2014 - April 2015
Fidelity Investments January 2013 - July 2014
Fidelity Investments July 2012 - April 2013
Vanguard January 2011 - April 2012
Vanguard July 2010 - January 2011
Vanguard August 2008 - July 2010
Skills
Series 7, Series 63, Series 6, Mutual Funds, Series 66, Finance, Retirement, Investment Strategies, 401k, Investor Relations, Relationship Marketing, Business Relationship..., Sales Process, Investments, Sales
Education
Arizona State University 2000 — 2004
Bachelor of Science (BS), Criminal Justice Studies
Fountain Hills High School 1996 — 2000
First Trust April 2015 - Present
Bank of America July 2014 - April 2015
Fidelity Investments January 2013 - July 2014
Fidelity Investments July 2012 - April 2013
Vanguard January 2011 - April 2012
Vanguard July 2010 - January 2011
Vanguard August 2008 - July 2010
Skills
Series 7, Series 63, Series 6, Mutual Funds, Series 66, Finance, Retirement, Investment Strategies, 401k, Investor Relations, Relationship Marketing, Business Relationship..., Sales Process, Investments, Sales
Education
Arizona State University 2000 — 2004
Bachelor of Science (BS), Criminal Justice Studies
Fountain Hills High School 1996 — 2000
Chris Smothers Chris Smothers's Vanguard Experience July 2013 - November 2013
Job Paraplanner at Hanson, Ayala & Associates, Private Wealth Advisors
Industry Electrical/Electronic Manufacturing
Experience
Hanson, Ayala & Associates February 2014 - March 2015
CrossFit Magna December 2012 - February 2014
Vanguard July 2013 - November 2013
US Navy November 2008 - November 2012
Skills
Certified Climber, Pole Top Rescue, Electrical Theory, Vault Rescue, CPR Certified, First Aid Certified, Military Operations, Military, Training, Financial Services, Operational Planning, National Security, Financial Planning, Series 7, Series 63, Finance, Life & Health Insurance..., Investment Advisory..., Financial Analysis, Strategic Financial..., Wealth Management, Market Research, Leadership, Investment Strategies, Navy, Military Experience, DoD, Teamwork, Command, Security Clearance, Investment Advisory, Financial Markets, Managerial Skills, Investments, Microsoft Excel, Microsoft Office, Regression Analysis
Education
Northwest Lineman College 2015 — 2015
Electrical Lineworker Program, 3.9
Arizona State University 2012 — 2013
Bachelor's degree, Economics
Glendale Community College 2006 — 2008
Associate's degree, Business/Commerce, General
Hanson, Ayala & Associates February 2014 - March 2015
CrossFit Magna December 2012 - February 2014
Vanguard July 2013 - November 2013
US Navy November 2008 - November 2012
Skills
Certified Climber, Pole Top Rescue, Electrical Theory, Vault Rescue, CPR Certified, First Aid Certified, Military Operations, Military, Training, Financial Services, Operational Planning, National Security, Financial Planning, Series 7, Series 63, Finance, Life & Health Insurance..., Investment Advisory..., Financial Analysis, Strategic Financial..., Wealth Management, Market Research, Leadership, Investment Strategies, Navy, Military Experience, DoD, Teamwork, Command, Security Clearance, Investment Advisory, Financial Markets, Managerial Skills, Investments, Microsoft Excel, Microsoft Office, Regression Analysis
Education
Northwest Lineman College 2015 — 2015
Electrical Lineworker Program, 3.9
Arizona State University 2012 — 2013
Bachelor's degree, Economics
Glendale Community College 2006 — 2008
Associate's degree, Business/Commerce, General
Evan Adams's Vanguard Experience August 2014 - Present
Job Senior Sales Analyst at Vanguard
Industry Financial Services
Experience
Vanguard August 2014 - Present
Vanguard January 2005 - Present
Vanguard 2006 - 2009
Vanguard 2005 - 2006
Daily Arizona Wildcat April 2002 - January 2005
Laboratory of Tree-Ring Research June 2001 - March 2002
Skills
Series 63, Series 7, Relationship Management
Education
Arizona State University 2009 — 2010
Arizona State University - W. P. Carey School of Business 2008 — 2009
MBA
University of Arizona 2000 — 2004
BA, Communication
University of Arizona - TucsonB.A 2000 — 2004
Bachelor of Science (BS), Communications
San Ramon Valley 1996 — 2000
Vanguard August 2014 - Present
Vanguard January 2005 - Present
Vanguard 2006 - 2009
Vanguard 2005 - 2006
Daily Arizona Wildcat April 2002 - January 2005
Laboratory of Tree-Ring Research June 2001 - March 2002
Skills
Series 63, Series 7, Relationship Management
Education
Arizona State University 2009 — 2010
Arizona State University - W. P. Carey School of Business 2008 — 2009
MBA
University of Arizona 2000 — 2004
BA, Communication
University of Arizona - TucsonB.A 2000 — 2004
Bachelor of Science (BS), Communications
San Ramon Valley 1996 — 2000
Emily Heard Emily Heard's Vanguard Experience December 2004 - July 2007
Job Associate Director, Corporate Accounts Payable and Commercial Card Services
Industry Accounting
Experience
Starwood Hotels & Resorts Worldwide, Inc. March 2014 - Present
Starwood Hotels & Resorts Worldwide, Inc. December 2012 - December 2013
Starwood Hotels & Resorts Worldwide, Inc. July 2011 - December 2012
Starwood Hotels & Resorts July 2007 - July 2011
Vanguard December 2004 - July 2007
Skills
Forecasting, Accounting, SAP, Process Improvement, Team Building, Change Management, Microsoft Excel, Sarbanes-Oxley Act, Financial Analysis, Budgets, Customer Service, Auditing, Managerial Finance, Microsoft Office, Leadership, Financial Reporting, Analysis, Accounts Payable, Vendor Contracts, Vendor Management, T&E, Business Travel, Concur, Fixed Assets, Fixed Asset Depreciation, Capital Budgeting, Capital Projects, Finance, Mutual Funds, Corporate Training, Adult Education, Training Programme...
Education
Keller Graduate School of Management of DeVry University 2009 — 2009
Master's degree, Accounting and Finance
Arizona State University 2007 — 2009
Master of Business Administration (MBA)
Northern Arizona University 2000 — 2004
Bachelor's degree, Accounting and Finance
Starwood Hotels & Resorts Worldwide, Inc. March 2014 - Present
Starwood Hotels & Resorts Worldwide, Inc. December 2012 - December 2013
Starwood Hotels & Resorts Worldwide, Inc. July 2011 - December 2012
Starwood Hotels & Resorts July 2007 - July 2011
Vanguard December 2004 - July 2007
Skills
Forecasting, Accounting, SAP, Process Improvement, Team Building, Change Management, Microsoft Excel, Sarbanes-Oxley Act, Financial Analysis, Budgets, Customer Service, Auditing, Managerial Finance, Microsoft Office, Leadership, Financial Reporting, Analysis, Accounts Payable, Vendor Contracts, Vendor Management, T&E, Business Travel, Concur, Fixed Assets, Fixed Asset Depreciation, Capital Budgeting, Capital Projects, Finance, Mutual Funds, Corporate Training, Adult Education, Training Programme...
Education
Keller Graduate School of Management of DeVry University 2009 — 2009
Master's degree, Accounting and Finance
Arizona State University 2007 — 2009
Master of Business Administration (MBA)
Northern Arizona University 2000 — 2004
Bachelor's degree, Accounting and Finance
Elvis Phillips Elvis Phillips's Vanguard Experience April 2011 - October 2013
Job Merrill Edge Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2013 - Present
Vanguard April 2011 - October 2013
Vanguard January 2010 - April 2011
Vanguard August 2009 - December 2009
Vanguard January 2005 - August 2009
City of Philadelphia January 2002 - February 2005
Education
Villanova University 2005 — 2010
Master of Business Administration (MBA), Finance, General
Arizona State University 1996 — 1999
Bachelor of Science (BS), Aviation/Airway Management and Operations
Merrill Lynch October 2013 - Present
Vanguard April 2011 - October 2013
Vanguard January 2010 - April 2011
Vanguard August 2009 - December 2009
Vanguard January 2005 - August 2009
City of Philadelphia January 2002 - February 2005
Education
Villanova University 2005 — 2010
Master of Business Administration (MBA), Finance, General
Arizona State University 1996 — 1999
Bachelor of Science (BS), Aviation/Airway Management and Operations
Cory Rice Cory Rice's Vanguard Experience January 2013 - Present
Job Certified Investment Professional at Vanguard
Industry Management Consulting
Experience
Vanguard January 2013 - Present
CKR Consulting LLC 2009 - Present
Chipotle Mexican July 2004 - August 2009
Skills
Series 7, Series 63, Training, Leadership, Management, CRM, Forecasting, Budgets, Analysis, Marketing, Sales, Public Speaking, Spanish, Microsoft Office, Research, Restaurants, Customer Service, Operations Management, Inventory Management, Team Building, Team Leadership, Process Improvement
Education
Hamilton High School 2000 — 2004
High School Diploma
Arizona State University
Bachelor of Science, Management
Mesa Community College
Associate of Arts degree, General Studies
Vanguard January 2013 - Present
CKR Consulting LLC 2009 - Present
Chipotle Mexican July 2004 - August 2009
Skills
Series 7, Series 63, Training, Leadership, Management, CRM, Forecasting, Budgets, Analysis, Marketing, Sales, Public Speaking, Spanish, Microsoft Office, Research, Restaurants, Customer Service, Operations Management, Inventory Management, Team Building, Team Leadership, Process Improvement
Education
Hamilton High School 2000 — 2004
High School Diploma
Arizona State University
Bachelor of Science, Management
Mesa Community College
Associate of Arts degree, General Studies
Bill Pinalto Bill Pinalto's Vanguard Experience January 1999 - August 2003
Job Senior Pastor at Edgewater Baptist Church Chicago
Industry Religious Institutions
Experience
Edgewater Baptist Church - Chicago May 2010 - Present
Camelback Bible Church October 2003 - May 2010
FTN Financial August 2003 - April 2004
Vanguard January 1999 - August 2003
Skills
Discipleship, Teaching, Preaching, Public Speaking, Pastoral Care, Biblical Studies, Theology, Missions, Church Growth, Religion, Pastoral Counseling
Education
Arizona State University 1992 — 1996
B.A., Communication
Edgewater Baptist Church - Chicago May 2010 - Present
Camelback Bible Church October 2003 - May 2010
FTN Financial August 2003 - April 2004
Vanguard January 1999 - August 2003
Skills
Discipleship, Teaching, Preaching, Public Speaking, Pastoral Care, Biblical Studies, Theology, Missions, Church Growth, Religion, Pastoral Counseling
Education
Arizona State University 1992 — 1996
B.A., Communication
Eric Lauterbach Eric Lauterbach's Vanguard Experience October 2012 - Present
Job Client Manager at Vanguard
Industry Financial Services
Experience
Vanguard October 2012 - Present
Vanguard February 2011 - October 2012
Vanguard October 2008 - February 2011
Vanguard September 2007 - October 2008
Skills
Investments, Series 63, Series 7, Financial Services, Series 24, Retirement Planning, Mutual Funds, Defined Contribution, Series 6, 401k, Asset Allocation, Relationship Management, Wealth Management, Defined Benefit, Retirement
Education
Arizona State University
BIS, Economics & History
Vanguard October 2012 - Present
Vanguard February 2011 - October 2012
Vanguard October 2008 - February 2011
Vanguard September 2007 - October 2008
Skills
Investments, Series 63, Series 7, Financial Services, Series 24, Retirement Planning, Mutual Funds, Defined Contribution, Series 6, 401k, Asset Allocation, Relationship Management, Wealth Management, Defined Benefit, Retirement
Education
Arizona State University
BIS, Economics & History
Gaurav Khanal Gaurav Khanal's Vanguard Experience September 2010 - Present
Job Client Relationship Associate at Vanguard
Industry Financial Services
Experience
Vanguard September 2010 - Present
Arizona State University January 2008 - December 2008
Sunglass Hut January 2007 - December 2007
Education
Arizona State University 2006 — 2010
Global Business, Management
Vanguard September 2010 - Present
Arizona State University January 2008 - December 2008
Sunglass Hut January 2007 - December 2007
Education
Arizona State University 2006 — 2010
Global Business, Management
Irv Nudelman, CFP®'s Vanguard Experience October 2013 - Present
Job Financial Advisor at Vanguard
Industry Financial Services
Experience
Vanguard October 2013 - Present
Vanguard September 2011 - October 2013
Vanguard April 2002 - September 2011
UBS Paine Webber July 2001 - April 2002
Charles Schwab August 2000 - May 2001
Alan Advertising Company September 1992 - January 2000
Noo's Pizza & Hoagies July 1987 - March 1994
Skills
Series 7, Series 63, Mutual Funds, Retirement Planning, Asset Allocation, Investment Management, FINRA, Retirement, 401k, Wealth Management, ETFs, Investments, Investment Advisory, Investment Strategies, IRAs, Asset Management, Securities, Financial Services, Finance, Strategic Financial..., Financial Advisory, Portfolio Management, Series 65, Certified Financial..., Estate Planning, Relationship Management, Fixed Income, High Net Worth..., 401k Rollovers, Roth IRA
Education
Drexel University
MBA
Penn State University
BS
Arizona State University
NonDegree Candidate
Vanguard October 2013 - Present
Vanguard September 2011 - October 2013
Vanguard April 2002 - September 2011
UBS Paine Webber July 2001 - April 2002
Charles Schwab August 2000 - May 2001
Alan Advertising Company September 1992 - January 2000
Noo's Pizza & Hoagies July 1987 - March 1994
Skills
Series 7, Series 63, Mutual Funds, Retirement Planning, Asset Allocation, Investment Management, FINRA, Retirement, 401k, Wealth Management, ETFs, Investments, Investment Advisory, Investment Strategies, IRAs, Asset Management, Securities, Financial Services, Finance, Strategic Financial..., Financial Advisory, Portfolio Management, Series 65, Certified Financial..., Estate Planning, Relationship Management, Fixed Income, High Net Worth..., 401k Rollovers, Roth IRA
Education
Drexel University
MBA
Penn State University
BS
Arizona State University
NonDegree Candidate
Carol Strukel Carol Strukel's Vanguard Experience 1999 - 2012
Job Manager, Human Resources
Industry Research
Experience
HTRI August 2012 - Present
Vanguard 1999 - 2012
Skills
Direct Sales, Risk Management, Financial Services, Project Management, Energy Efficiency, Product Development, Investments, Benefits Administration, Process Improvement, Spreadsheets, Asset Allocation, Team Building, Relationship Management, Consulting, Technical Writing, Sales Process, 401k, Mutual Funds, Fortran, Leadership, Data Analysis, Marketing, C++, Customer Service, Training, Chemical Engineering, Numerical Analysis, Microsoft Office, Project Planning, Research, Selling, Process Engineering, Analysis, Account Management, Employee Benefits, Microsoft Excel, Modeling, Series 7, HTML, Matlab
Education
Arizona State University
HTRI August 2012 - Present
Vanguard 1999 - 2012
Skills
Direct Sales, Risk Management, Financial Services, Project Management, Energy Efficiency, Product Development, Investments, Benefits Administration, Process Improvement, Spreadsheets, Asset Allocation, Team Building, Relationship Management, Consulting, Technical Writing, Sales Process, 401k, Mutual Funds, Fortran, Leadership, Data Analysis, Marketing, C++, Customer Service, Training, Chemical Engineering, Numerical Analysis, Microsoft Office, Project Planning, Research, Selling, Process Engineering, Analysis, Account Management, Employee Benefits, Microsoft Excel, Modeling, Series 7, HTML, Matlab
Education
Arizona State University
Andrea Menier Andrea Menier's Vanguard Experience October 2012 - Present
Job at The Vanguard Group
Industry Financial Services
Experience
Vanguard October 2012 - Present
Vanguard April 2011 - September 2012
Squaw Peak Tax & Financial Services July 2008 - March 2011
Better Business Bureau of Central, Northern & Western Arizona August 2002 - July 2008
Tesseract Private School August 2000 - June 2002
Skills
Microsoft Office, Word, PowerPoint, Scheduling, Customer Service, Customer Relations, Customer Satisfaction, Writing, Event Planning, Telephone Skills, Microsoft Word, Event Management, Leadership, Team Building
Education
Arizona State University 1997 — 2000
Elementary Education
Vanguard October 2012 - Present
Vanguard April 2011 - September 2012
Squaw Peak Tax & Financial Services July 2008 - March 2011
Better Business Bureau of Central, Northern & Western Arizona August 2002 - July 2008
Tesseract Private School August 2000 - June 2002
Skills
Microsoft Office, Word, PowerPoint, Scheduling, Customer Service, Customer Relations, Customer Satisfaction, Writing, Event Planning, Telephone Skills, Microsoft Word, Event Management, Leadership, Team Building
Education
Arizona State University 1997 — 2000
Elementary Education
Iza Marcoux Iza Marcoux's Vanguard Experience October 2012 - Present
Job Supervisor in Retail Resolution Services at Vanguard
Industry Financial Services
Experience
Vanguard October 2012 - Present
VANGUARD October 2009 - Present
Vanguard October 2009 - October 2012
Vanguard October 2007 - October 2009
The Vanguard Group October 2004 - November 2007
Vanguard Group October 2003 - October 2004
Education
Arizona State University 2001 — 2003
BA, Humanities with emphasis in Film
Midwestern State University 1999 — 2000
Vanguard October 2012 - Present
VANGUARD October 2009 - Present
Vanguard October 2009 - October 2012
Vanguard October 2007 - October 2009
The Vanguard Group October 2004 - November 2007
Vanguard Group October 2003 - October 2004
Education
Arizona State University 2001 — 2003
BA, Humanities with emphasis in Film
Midwestern State University 1999 — 2000
Eli Pickhart's Vanguard Experience July 2013 - Present
Job Retail Client Account Services Associate with The Vanguard Group
Industry Financial Services
Experience
Vanguard July 2013 - Present
Apple May 2012 - August 2012
Skills
Series 6, Series 63, Human Resources, Customer Service, Team Leadership, Conflict Resolution, Servant Leadership, Leadership, CRM, Finance, Analysis, Relationship Building, Sales Operations, Investments, Process Improvement, PowerPoint, Microsoft Excel, Communication
Education
Grand Canyon University
Masters in Business Administration & Masters of Science in Leadership, Business Administration and Management, General, 3.84
Arizona State University 2010 — 2013
Bachelor of Arts (B.A.), Psychology
Vanguard July 2013 - Present
Apple May 2012 - August 2012
Skills
Series 6, Series 63, Human Resources, Customer Service, Team Leadership, Conflict Resolution, Servant Leadership, Leadership, CRM, Finance, Analysis, Relationship Building, Sales Operations, Investments, Process Improvement, PowerPoint, Microsoft Excel, Communication
Education
Grand Canyon University
Masters in Business Administration & Masters of Science in Leadership, Business Administration and Management, General, 3.84
Arizona State University 2010 — 2013
Bachelor of Arts (B.A.), Psychology
Deena Bell Deena Bell's Vanguard Experience 2004 - 2007
Job Regional Retirement Specialist Los Angeles Sr Retirement Plan Sales Rep for Principal Financial Princor Registered Rep
Industry Financial Services
Experience
The Principal Financial Group March 2007 - Present
Vanguard 2004 - 2007
Skills
401k, Retirement, Retirement Planning, Defined Benefit, Pensions, Financial Advisory, 403 b, Finance
Education
Arizona State University 1999 — 2004
Bachelor, International Business and Spanish
Liceo San Felipe Benicio, Coyhaique, Chile 1999 — 1999
Foreign Exchange Program, Spanish and Cultural Studies
The Principal Financial Group March 2007 - Present
Vanguard 2004 - 2007
Skills
401k, Retirement, Retirement Planning, Defined Benefit, Pensions, Financial Advisory, 403 b, Finance
Education
Arizona State University 1999 — 2004
Bachelor, International Business and Spanish
Liceo San Felipe Benicio, Coyhaique, Chile 1999 — 1999
Foreign Exchange Program, Spanish and Cultural Studies
Christine Vanstrom Christine Vanstrom's Vanguard Experience June 2014 - July 2015
Job Business Coordinator at CNN
Industry Broadcast Media
Experience
CNN August 2015 - Present
Vanguard June 2014 - July 2015
Kappa Kappa Gamma, Epsilson Delta January 2013 - January 2014
Enterprise Rent-A-Car August 2013 - December 2013
Saratoga Event Group LLC May 2013 - August 2013
Western International Securities May 2012 - August 2012
Sears Pool Management May 2011 - August 2011
Skills
Series 7, Social Media, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Public Relations, Social Media Marketing, Public Speaking, Customer Service, Time Management, Social Networking, Event Planning, Leadership, Management, Marketing Strategy
Education
Arizona State University 2010 — 2014
W.P.Carey School of Business, Business Administration, Management and Operations, Senior
Università degli Studi di Firenze 2012 — 2013
International Business, International Economics
Roswell High School 2006 — 2010
CNN August 2015 - Present
Vanguard June 2014 - July 2015
Kappa Kappa Gamma, Epsilson Delta January 2013 - January 2014
Enterprise Rent-A-Car August 2013 - December 2013
Saratoga Event Group LLC May 2013 - August 2013
Western International Securities May 2012 - August 2012
Sears Pool Management May 2011 - August 2011
Skills
Series 7, Social Media, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Public Relations, Social Media Marketing, Public Speaking, Customer Service, Time Management, Social Networking, Event Planning, Leadership, Management, Marketing Strategy
Education
Arizona State University 2010 — 2014
W.P.Carey School of Business, Business Administration, Management and Operations, Senior
Università degli Studi di Firenze 2012 — 2013
International Business, International Economics
Roswell High School 2006 — 2010
Brent Langley's Vanguard Experience May 2014 - Present
Job Flagship Client Relationship Administrator at Vanguard
Industry Financial Services
Experience
Vanguard May 2014 - Present
All Things Cheer 2008 - Present
Vanguard July 2011 - May 2014
Wells Fargo 2007 - 2011
Bank of America January 2003 - January 2007
Skills
Marketing, Customer Service, Sales, Microsoft Office, Event Management, Leadership, Microsoft Excel, Public Relations, Social Media, Cold Calling, Marketing Strategy
Education
Arizona State University 2001 — 2006
Bachelor's degree, Business and Psychology
Vanguard May 2014 - Present
All Things Cheer 2008 - Present
Vanguard July 2011 - May 2014
Wells Fargo 2007 - 2011
Bank of America January 2003 - January 2007
Skills
Marketing, Customer Service, Sales, Microsoft Office, Event Management, Leadership, Microsoft Excel, Public Relations, Social Media, Cold Calling, Marketing Strategy
Education
Arizona State University 2001 — 2006
Bachelor's degree, Business and Psychology
Bryan Corney's Vanguard Experience February 2014 - March 2015
Job Director of Real Estate Acquisitions at SLU Partners, L.L.C.
Industry Commercial Real Estate
Experience
SLU Partners March 2015 - Present
Vanguard February 2014 - March 2015
Jones Lang LaSalle May 2009 - August 2012
Skills
Business Communications, Financial Modeling, Client Relations Skills, Time Management, Teamwork, Market Analysis, Market Research, Leadership, Spanish, Access, Organizational..., Due Diligence, Finance, Accounting, Outlook
Education
Arizona State University 2009 — 2013
Bachelor of Science (BS), Business Administration and Management, General
SLU Partners March 2015 - Present
Vanguard February 2014 - March 2015
Jones Lang LaSalle May 2009 - August 2012
Skills
Business Communications, Financial Modeling, Client Relations Skills, Time Management, Teamwork, Market Analysis, Market Research, Leadership, Spanish, Access, Organizational..., Due Diligence, Finance, Accounting, Outlook
Education
Arizona State University 2009 — 2013
Bachelor of Science (BS), Business Administration and Management, General
Ashley Guevara Ashley Guevara's Vanguard Experience June 2013 - August 2015
Job Sr. Correspondent at Mutual of America
Industry Financial Services
Experience
Mutual of America August 2015 - Present
Vanguard June 2013 - August 2015
Skills
Microsoft Office, Leadership, Microsoft Word, Microsoft Excel, Social Networking, Social Media, Community Outreach, Time Management
Education
Arizona State University 2009 — 2013
Bachelor of Science (BS), Marketing
Mutual of America August 2015 - Present
Vanguard June 2013 - August 2015
Skills
Microsoft Office, Leadership, Microsoft Word, Microsoft Excel, Social Networking, Social Media, Community Outreach, Time Management
Education
Arizona State University 2009 — 2013
Bachelor of Science (BS), Marketing
Blake Welch Blake Welch's Vanguard Experience December 2010 - Present
Job High Net Worth Client Relationship Administrator
Industry Financial Services
Experience
Vanguard December 2010 - Present
Vanguard March 2008 - December 2010
Arizona Diamondbacks March 2006 - October 2008
KTAR FM 2004 - 2008
Skills
Series 6, Mutual Funds, Editing, Financial Services, Microsoft Office, Social Networking, PowerPoint, Public Speaking, Customer Service, Asset Allocation, Leadership, Event Management, Social Media Marketing, Microsoft Word, Microsoft Excel, Advertising, SharePoint, Research, Time Management
Education
Arizona State University 2002 — 2006
Bachelor of Science (B.S.), Broadcast Journalism
Vanguard December 2010 - Present
Vanguard March 2008 - December 2010
Arizona Diamondbacks March 2006 - October 2008
KTAR FM 2004 - 2008
Skills
Series 6, Mutual Funds, Editing, Financial Services, Microsoft Office, Social Networking, PowerPoint, Public Speaking, Customer Service, Asset Allocation, Leadership, Event Management, Social Media Marketing, Microsoft Word, Microsoft Excel, Advertising, SharePoint, Research, Time Management
Education
Arizona State University 2002 — 2006
Bachelor of Science (B.S.), Broadcast Journalism
David Trump David Trump's Vanguard Experience May 2014 - Present
Job Institutional Relationship Manager at Vanguard
Industry Financial Services
Experience
Vanguard May 2014 - Present
Vanguard May 2013 - May 2014
The University of Arizona August 2011 - May 2013
Eller Healthcare Association November 2011 - January 2013
Microsoft August 2012 - December 2012
Vanguard May 2012 - August 2012
Sunquest Information Systems January 2012 - May 2012
Mountain America March 2008 - July 2011
Wells Fargo Financial November 2006 - March 2008
Pearson Government Solutions October 2002 - November 2006
Skills
Supervisory Skills, PowerPoint, Customer Service, Public Speaking, Microsoft Office, Problem Solving, Microsoft Word, Microsoft Excel, Leadership, Credit, Negotiation, Oracle SQL Developer, Spanish, Word, Customer Relations, Team Building, MS Project, Consumer Lending, Loans, Management, Mortgage Lending, Branch Banking, Retail Banking, Team Leadership, Photoshop, Digital Photography, Lightroom, Outlook, Sales, Time Management, Strategic Planning, Program Management, Teamwork, Business Development, Business Analysis, Data Analysis, Financial Analysis, Finance, Series 7, Series 63, Coaching, Risk Management, Consulting, Market Research, Interviews, Marketing
Education
University of Arizona, Eller College of Management 2011 — 2013
MBA, Management of Information Systems
Arizona State University 2003 — 2005
BA, Pre Law Communication & Spanish
Vanguard May 2014 - Present
Vanguard May 2013 - May 2014
The University of Arizona August 2011 - May 2013
Eller Healthcare Association November 2011 - January 2013
Microsoft August 2012 - December 2012
Vanguard May 2012 - August 2012
Sunquest Information Systems January 2012 - May 2012
Mountain America March 2008 - July 2011
Wells Fargo Financial November 2006 - March 2008
Pearson Government Solutions October 2002 - November 2006
Skills
Supervisory Skills, PowerPoint, Customer Service, Public Speaking, Microsoft Office, Problem Solving, Microsoft Word, Microsoft Excel, Leadership, Credit, Negotiation, Oracle SQL Developer, Spanish, Word, Customer Relations, Team Building, MS Project, Consumer Lending, Loans, Management, Mortgage Lending, Branch Banking, Retail Banking, Team Leadership, Photoshop, Digital Photography, Lightroom, Outlook, Sales, Time Management, Strategic Planning, Program Management, Teamwork, Business Development, Business Analysis, Data Analysis, Financial Analysis, Finance, Series 7, Series 63, Coaching, Risk Management, Consulting, Market Research, Interviews, Marketing
Education
University of Arizona, Eller College of Management 2011 — 2013
MBA, Management of Information Systems
Arizona State University 2003 — 2005
BA, Pre Law Communication & Spanish
Jared Leadingham Jared Leadingham's Vanguard Experience August 2013 - August 2015
Job Supervisor at Vanguard
Industry Financial Services
Experience
Vanguard August 2013 - August 2015
Vanguard September 2011 - August 2013
Vanguard June 2007 - September 2011
Skills
Leadership, Employee Coaching and..., CRM, Data Analysis, Customer Service, Microsoft Excel, Microsoft Office, Series 6, Series 63, Investments, Mutual Funds, Process Improvement
Education
Arizona State University 2009 — 2011
MBA
New Mexico State University 2003 — 2007
BS, Business Administration - Marketing
Vanguard August 2013 - August 2015
Vanguard September 2011 - August 2013
Vanguard June 2007 - September 2011
Skills
Leadership, Employee Coaching and..., CRM, Data Analysis, Customer Service, Microsoft Excel, Microsoft Office, Series 6, Series 63, Investments, Mutual Funds, Process Improvement
Education
Arizona State University 2009 — 2011
MBA
New Mexico State University 2003 — 2007
BS, Business Administration - Marketing
Ari Lightman's Vanguard Experience October 2014 - Present
Job Brokerage Associate at Vanguard
Industry Financial Services
Experience
Vanguard October 2014 - Present
Vanguard January 2014 - October 2014
USAA May 2013 - August 2013
Skills
Sales, Community Outreach, Leadership, Microsoft Excel, Real Estate, Social Networking, Public Policy, Retail, Lexis, Accounting, Property & Casualty..., Operating Budgets, Marketing, Facebook, Asset Allocation, Investment Strategies, Contract Interpretation, Asian Studies, Event Planning, Retirement Planning, Series 7, Mutual Funds, 529 Plans, CRM, IRAs, ETFs, Stock Trading, Options Strategies
Education
Arizona State University 2010 — 2013
Bachelor of Science (B.S.)
Arizona State University, W. P. Carey School of Business 2010 — 2013
Minor
Rio Americano High School 2006 — 2010
Diploma
Kaplan University
Financial Planning
Vanguard October 2014 - Present
Vanguard January 2014 - October 2014
USAA May 2013 - August 2013
Skills
Sales, Community Outreach, Leadership, Microsoft Excel, Real Estate, Social Networking, Public Policy, Retail, Lexis, Accounting, Property & Casualty..., Operating Budgets, Marketing, Facebook, Asset Allocation, Investment Strategies, Contract Interpretation, Asian Studies, Event Planning, Retirement Planning, Series 7, Mutual Funds, 529 Plans, CRM, IRAs, ETFs, Stock Trading, Options Strategies
Education
Arizona State University 2010 — 2013
Bachelor of Science (B.S.)
Arizona State University, W. P. Carey School of Business 2010 — 2013
Minor
Rio Americano High School 2006 — 2010
Diploma
Kaplan University
Financial Planning
Bryson Lamoreaux, MBA Bryson Lamoreaux, MBA's Vanguard Experience January 2015 - Present
Job Treasury Associate Cash Reconcilation at Vanguard
Industry Financial Services
Experience
Vanguard January 2015 - Present
Vanguard March 2013 - January 2015
Schreiner Business Partners July 2011 - February 2013
GTS Distributions October 2010 - June 2011
Toys R Us October 2006 - June 2011
Chili’s Bar and Grill March 2004 - July 2006
Skills
Management, Customer Service, Microsoft Excel, Data Analysis, Data Entry, Sales, Inventory Management, Accounting, Access, Forecasting, Financial Analysis, Leadership, Process Improvement, Time Management, Microsoft Office, Team Leadership, Account Reconciliation, Team Building, Public Speaking, Budgets, Strategic Planning, Social Networking, Project Management, 401k, IRAs, Stock Market, financial markets, Investments, Computer Maintenance, Auditing, Bank Reconciliation, Analysis, PowerPoint, CRM, Finance, Problem Solving, Project Planning, Financial Modeling, Microsoft Word, Banking, Portfolio Management, Financial Services, Risk Management
Education
Arizona State University 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General, 3.7 GPA
Grand Valley State University 2006 — 2011
BS, Business Administration; Finance
Vanguard January 2015 - Present
Vanguard March 2013 - January 2015
Schreiner Business Partners July 2011 - February 2013
GTS Distributions October 2010 - June 2011
Toys R Us October 2006 - June 2011
Chili’s Bar and Grill March 2004 - July 2006
Skills
Management, Customer Service, Microsoft Excel, Data Analysis, Data Entry, Sales, Inventory Management, Accounting, Access, Forecasting, Financial Analysis, Leadership, Process Improvement, Time Management, Microsoft Office, Team Leadership, Account Reconciliation, Team Building, Public Speaking, Budgets, Strategic Planning, Social Networking, Project Management, 401k, IRAs, Stock Market, financial markets, Investments, Computer Maintenance, Auditing, Bank Reconciliation, Analysis, PowerPoint, CRM, Finance, Problem Solving, Project Planning, Financial Modeling, Microsoft Word, Banking, Portfolio Management, Financial Services, Risk Management
Education
Arizona State University 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General, 3.7 GPA
Grand Valley State University 2006 — 2011
BS, Business Administration; Finance
Daniel Garnett Daniel Garnett's Vanguard Experience April 2012 - October 2012
Job Business Development Manager at Ajilon Professional Staffing
Industry Financial Services
Experience
BRAVO BRIO Restaurant Group October 2014 - Present
Ajilon July 2013 - November 2014
Primerica October 2012 - March 2013
Vanguard April 2012 - October 2012
Lucid Events March 2009 - May 2010
Colonial General Insurance Agency February 2008 - May 2009
Skills
Customer Service, PowerPoint, Microsoft Word, Microsoft Excel, Event Planning, CRM, Social Media Marketing, Account Management, Finance, Investments, Social Networking, Leadership, Social Media, Public Speaking, Business Development, Team Building, New Business Development, Economics, Project Management, Business Planning, Business Strategy, Sales, Management, Marketing, Microsoft Office, Time Management, Marketing Strategy, Event Management, Facebook, Problem Solving, Cold Calling, Interviews, Online Marketing, Entrepreneurship, Sales Management, Strategic Planning, Public Relations
Education
Vanguard University 2012 — 2012
Finance and Financial Management Services
School of Sustainability / Global Institute of Sustainability 2010 — 2012
Sustainability, Economics of Sustainability
Arizona State University 2007 — 2012
B.S. Economics, Sustainability, Business
Desert Mountain High School 2002 — 2006
General, Business
BRAVO BRIO Restaurant Group October 2014 - Present
Ajilon July 2013 - November 2014
Primerica October 2012 - March 2013
Vanguard April 2012 - October 2012
Lucid Events March 2009 - May 2010
Colonial General Insurance Agency February 2008 - May 2009
Skills
Customer Service, PowerPoint, Microsoft Word, Microsoft Excel, Event Planning, CRM, Social Media Marketing, Account Management, Finance, Investments, Social Networking, Leadership, Social Media, Public Speaking, Business Development, Team Building, New Business Development, Economics, Project Management, Business Planning, Business Strategy, Sales, Management, Marketing, Microsoft Office, Time Management, Marketing Strategy, Event Management, Facebook, Problem Solving, Cold Calling, Interviews, Online Marketing, Entrepreneurship, Sales Management, Strategic Planning, Public Relations
Education
Vanguard University 2012 — 2012
Finance and Financial Management Services
School of Sustainability / Global Institute of Sustainability 2010 — 2012
Sustainability, Economics of Sustainability
Arizona State University 2007 — 2012
B.S. Economics, Sustainability, Business
Desert Mountain High School 2002 — 2006
General, Business
Brad Audrain Brad Audrain's Vanguard Experience November 1999 - September 2002
Job Program Coordinator at Healthy LifeStars
Industry Real Estate
Experience
HomeSmart April 2013 - Present
Keller Williams May 2007 - March 2012
USAA November 2004 - March 2007
Piper Jaffray November 2002 - November 2004
Vanguard November 1999 - September 2002
Skills
First Time Home Buyers, Mortgage Lending, Real Estate Transactions, Short Sales, Investment Properties, Investments, Brokerage, Selling, Foreclosures, Referrals, Financial Analysis, Negotiation, Contract Negotiation, FHA, Sellers, FHA financing, Single Family Homes, Residential Homes, Asset Managment
Education
Arizona State University 1991 — 1995
Bachelor of Science, Environmental Resource MNGT and Agribusiness
HomeSmart April 2013 - Present
Keller Williams May 2007 - March 2012
USAA November 2004 - March 2007
Piper Jaffray November 2002 - November 2004
Vanguard November 1999 - September 2002
Skills
First Time Home Buyers, Mortgage Lending, Real Estate Transactions, Short Sales, Investment Properties, Investments, Brokerage, Selling, Foreclosures, Referrals, Financial Analysis, Negotiation, Contract Negotiation, FHA, Sellers, FHA financing, Single Family Homes, Residential Homes, Asset Managment
Education
Arizona State University 1991 — 1995
Bachelor of Science, Environmental Resource MNGT and Agribusiness
Christoff Orr's Vanguard Experience September 2011 - Present
Job Financial Accountant
Industry Accounting
Experience
Vanguard September 2011 - Present
Colonial Life October 2010 - May 2011
Ajilion 2010 - 2010
Education
Arizona State University 2007 — 2010
BIS, Economics
Vanguard September 2011 - Present
Colonial Life October 2010 - May 2011
Ajilion 2010 - 2010
Education
Arizona State University 2007 — 2010
BIS, Economics
Jack Benjamin Jack Benjamin's Vanguard Experience September 2013 - Present
Job Brokerage Associate at Vanguard
Industry Investment Management
Experience
Vanguard September 2013 - Present
Vanguard February 2013 - August 2013
Arizona State University August 2008 - May 2012
New York Life Insurance Company June 2010 - August 2010
Lakeside Field Club May 2006 - August 2009
Citi-Smith Barney January 2008 - May 2008
Outhouse Orchards October 2005 - October 2007
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Financial Analysis, Data Analysis, Research, Financial Modeling, Public Speaking, Social Media, Customer Service, Microsoft Word, Finance, Leadership, Management, Sales, Business Planning, Access, Analysis, Time Management, Market Research, Investments, CRM
Education
Arizona State University 2008 — 2012
Bachelor of Science (B.S.), Finance
Arizona State University - W. P. Carey School of Business 2008 — 2012
Finance, International Business
Vanguard September 2013 - Present
Vanguard February 2013 - August 2013
Arizona State University August 2008 - May 2012
New York Life Insurance Company June 2010 - August 2010
Lakeside Field Club May 2006 - August 2009
Citi-Smith Barney January 2008 - May 2008
Outhouse Orchards October 2005 - October 2007
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Financial Analysis, Data Analysis, Research, Financial Modeling, Public Speaking, Social Media, Customer Service, Microsoft Word, Finance, Leadership, Management, Sales, Business Planning, Access, Analysis, Time Management, Market Research, Investments, CRM
Education
Arizona State University 2008 — 2012
Bachelor of Science (B.S.), Finance
Arizona State University - W. P. Carey School of Business 2008 — 2012
Finance, International Business
Jamila Hashem Jamila Hashem's Vanguard Experience July 2014 - Present
Job VADP at Vanguard
Industry
Experience
Vanguard July 2014 - Present
PepsiCo - Frito Lay June 2013 - August 2013
CVS Caremark Corporation February 2011 - January 2012
Datavision Resources May 2006 - January 2008
Skills
Management, Leadership, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Microsoft Office, Sales, Coaching, Strategic Planning, Time Management, Databases, Research, Data Analysis
Education
Arizona State University 2012 — 2014
Bachelor of Science (B.S.), Economics
Drake University
Vanguard July 2014 - Present
PepsiCo - Frito Lay June 2013 - August 2013
CVS Caremark Corporation February 2011 - January 2012
Datavision Resources May 2006 - January 2008
Skills
Management, Leadership, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Microsoft Office, Sales, Coaching, Strategic Planning, Time Management, Databases, Research, Data Analysis
Education
Arizona State University 2012 — 2014
Bachelor of Science (B.S.), Economics
Drake University
Barry Hays's Vanguard Experience July 2015 - Present
Job Financial Advisor at Vanguard
Industry Financial Services
Experience
Vanguard July 2015 - Present
Vanguard October 2011 - July 2015
Vanguard January 2009 - September 2011
Vanguard May 2006 - January 2009
Vanguard September 2002 - May 2006
Vanguard July 1998 - September 2002
Skills
Microsoft Office, Curriculum Development, Teaching, Research, Curriculum Design, Community Outreach, Public Speaking, Staff Development, Higher Education, Teacher Training, Financial Services, Corporate Training, Investments, Capital Markets
Education
Grand Canyon University 1990 — 1994
Master of Education (M.Ed.)
Arizona State University
B.S. in Business, Business, Management, Marketing, and Related Support Services
Vanguard July 2015 - Present
Vanguard October 2011 - July 2015
Vanguard January 2009 - September 2011
Vanguard May 2006 - January 2009
Vanguard September 2002 - May 2006
Vanguard July 1998 - September 2002
Skills
Microsoft Office, Curriculum Development, Teaching, Research, Curriculum Design, Community Outreach, Public Speaking, Staff Development, Higher Education, Teacher Training, Financial Services, Corporate Training, Investments, Capital Markets
Education
Grand Canyon University 1990 — 1994
Master of Education (M.Ed.)
Arizona State University
B.S. in Business, Business, Management, Marketing, and Related Support Services
Brian Hausman, QKA's Vanguard Experience September 2011 - Present
Job Data Conversion Specialist at Vanguard
Industry Financial Services
Experience
Vanguard September 2011 - Present
Vanguard August 2006 - September 2011
Vanguard May 2004 - August 2006
Skills
Project Management, Relationship Management, Time Management, Data Analysis, Data Management, Data Mining, Test Cases, Data Conversion, Microsoft Excel, Microsoft Office, Access
Education
Arizona State University 1999 — 2003
Bachelor of Science (B.S.), Business Administration
Vanguard September 2011 - Present
Vanguard August 2006 - September 2011
Vanguard May 2004 - August 2006
Skills
Project Management, Relationship Management, Time Management, Data Analysis, Data Management, Data Mining, Test Cases, Data Conversion, Microsoft Excel, Microsoft Office, Access
Education
Arizona State University 1999 — 2003
Bachelor of Science (B.S.), Business Administration
James McCutchan's Vanguard Experience April 2002 - Present
Job Registered Representative at Vanguard
Industry Financial Services
Experience
Vanguard April 2002 - Present
Skills
Series 63, Series 6, Series 7, Mutual Funds, Retirement Planning, IRAs, Retirement, 401k, Asset Allocation, Wealth Management, Investments, FINRA
Education
Arizona State University
Bachelor of Science (B.S.), Finance, General
Brophy College Prep
General education, Religion/Religious Studies
Vanguard April 2002 - Present
Skills
Series 63, Series 6, Series 7, Mutual Funds, Retirement Planning, IRAs, Retirement, 401k, Asset Allocation, Wealth Management, Investments, FINRA
Education
Arizona State University
Bachelor of Science (B.S.), Finance, General
Brophy College Prep
General education, Religion/Religious Studies
Cheryl McDonald's Vanguard Experience January 2005 - September 2007
Job Supervisor at The Vanguard Group
Industry Investment Management
Experience
The Vanguard Group September 2007 - Present
Vanguard January 2005 - September 2007
Vanguard January 2001 - January 2005
Vanguard September 1999 - January 2001
Vanguard November 1997 - September 1999
Vanguard September 1996 - November 1997
Skills
Series 63, Series 6, Mutual Funds, Series 7, Series 24, Series 4
Education
Arizona State University 2012 — 2013
Bachelor of Arts (B.A.), Business- Legal Studies
Western International University 2005 — 2011
Associate of Arts (A.A.), Business Administration and Management, General, 3.85
The Vanguard Group September 2007 - Present
Vanguard January 2005 - September 2007
Vanguard January 2001 - January 2005
Vanguard September 1999 - January 2001
Vanguard November 1997 - September 1999
Vanguard September 1996 - November 1997
Skills
Series 63, Series 6, Mutual Funds, Series 7, Series 24, Series 4
Education
Arizona State University 2012 — 2013
Bachelor of Arts (B.A.), Business- Legal Studies
Western International University 2005 — 2011
Associate of Arts (A.A.), Business Administration and Management, General, 3.85
Hector Salcido-Torres's Vanguard Experience September 2014 - Present
Job Security Pricing Manager at Vanguard
Industry Financial Services
Experience
Vanguard September 2014 - Present
Vanguard October 2012 - August 2014
ALPFA October 2011 - January 2013
Vanguard October 2008 - October 2012
Vanguard December 2007 - September 2008
Skills
Mutual Funds, Relationship Management, Process Improvement, Series 63, Financial Services, Investments, Risk Management, Business Analysis, Series 7, Project Management, Change Management, SDLC, Strategic Financial..., Financial Analysis, Financial Planning, Series 6
Education
Arizona State University 2004 — 2007
Master of Business Administration (M.B.A.)
Arizona State University 1996 — 2000
Bachelor's degree, Finance, Marketing
Vanguard September 2014 - Present
Vanguard October 2012 - August 2014
ALPFA October 2011 - January 2013
Vanguard October 2008 - October 2012
Vanguard December 2007 - September 2008
Skills
Mutual Funds, Relationship Management, Process Improvement, Series 63, Financial Services, Investments, Risk Management, Business Analysis, Series 7, Project Management, Change Management, SDLC, Strategic Financial..., Financial Analysis, Financial Planning, Series 6
Education
Arizona State University 2004 — 2007
Master of Business Administration (M.B.A.)
Arizona State University 1996 — 2000
Bachelor's degree, Finance, Marketing
Blaise McDermott's Vanguard Experience 2011 - Present
Job Corporate Actions Agent, Specialty Brokerage Operations at Vanguard
Industry Financial Services
Experience
Vanguard 2011 - Present
FTN Financial 2003 - 2011
Morgan Stanley 1999 - 2000
Skills
Series 7, Fixed Income, Securities, Series 63, Bloomberg, Capital Markets, Equities, Trading, Bonds, Portfolio Management, Investments, Options, Derivatives, Asset Management, Financial Markets, FINRA, Electronic Trading, Financial Modeling, Sales
Education
Arizona State University 1994 — 1998
Bachelor of Science (B.S.), Biology
Vanguard 2011 - Present
FTN Financial 2003 - 2011
Morgan Stanley 1999 - 2000
Skills
Series 7, Fixed Income, Securities, Series 63, Bloomberg, Capital Markets, Equities, Trading, Bonds, Portfolio Management, Investments, Options, Derivatives, Asset Management, Financial Markets, FINRA, Electronic Trading, Financial Modeling, Sales
Education
Arizona State University 1994 — 1998
Bachelor of Science (B.S.), Biology
Amy Bradshaw's Vanguard Experience September 2013 - Present
Job Investment Consultant Concierge Services at Vanguard
Industry Financial Services
Experience
Vanguard September 2013 - Present
Vanguard November 2011 - September 2013
The Vanguard Group October 2009 - November 2011
The Vanguard Group July 2008 - October 2009
The Vanguard Group June 2007 - July 2008
Inlign Wealth Management May 2006 - June 2007
Skills
Series 63, Investments, Series 6, Financial Analysis, Series 7, Mutual Funds
Education
Arizona State University 2004 — 2006
Bachelor of Science, Finance
Vanguard September 2013 - Present
Vanguard November 2011 - September 2013
The Vanguard Group October 2009 - November 2011
The Vanguard Group July 2008 - October 2009
The Vanguard Group June 2007 - July 2008
Inlign Wealth Management May 2006 - June 2007
Skills
Series 63, Investments, Series 6, Financial Analysis, Series 7, Mutual Funds
Education
Arizona State University 2004 — 2006
Bachelor of Science, Finance
Andy Marcoux's Vanguard Experience April 2010 - Present
Job Client Relationship Associate at Vanguard
Industry Restaurants
Experience
Vanguard April 2010 - Present
Streets of New York Rest August 2000 - April 2010
Education
Arizona State University 2004 — 2007
Business Administration, All Business Related classes
Methuen High School 1992 — 1996
Vanguard April 2010 - Present
Streets of New York Rest August 2000 - April 2010
Education
Arizona State University 2004 — 2007
Business Administration, All Business Related classes
Methuen High School 1992 — 1996
Catherine Felnagle's Vanguard Experience June 2013 - Present
Job Processing Associate at Vanguard
Industry Education Management
Experience
Vanguard June 2013 - Present
CEA Global Education June 2007 - August 2013
CEA Global Education April 2011 - July 2011
CEA Global Education April 2007 - July 2011
KAET-TV November 2005 - June 2007
Sr November 2002 - November 2005
Southwest Rural/Metro Ambulance August 2001 - November 2002
Membership Department October 1998 - April 2000
Skills
Social Media, Fundraising, Customer Service, Volunteer Management, Data Entry, Nonprofits
Education
Arizona State University
MPA, Public Administration
Arizona State University
Bachelor Degree, History
Vanguard June 2013 - Present
CEA Global Education June 2007 - August 2013
CEA Global Education April 2011 - July 2011
CEA Global Education April 2007 - July 2011
KAET-TV November 2005 - June 2007
Sr November 2002 - November 2005
Southwest Rural/Metro Ambulance August 2001 - November 2002
Membership Department October 1998 - April 2000
Skills
Social Media, Fundraising, Customer Service, Volunteer Management, Data Entry, Nonprofits
Education
Arizona State University
MPA, Public Administration
Arizona State University
Bachelor Degree, History
Brady Richardson's Vanguard Experience March 2010 - Present
Job Client Relationship Associate at Vanguard
Industry Human Resources
Experience
Vanguard March 2010 - Present
Flypaper August 2009 - March 2010
Orion Mortgage Corporation March 2009 - August 2009
HRGroup, LLC 2008 - 2008
Education
Arizona State University 2004 — 2008
Bachelors, Business Management
Vanguard March 2010 - Present
Flypaper August 2009 - March 2010
Orion Mortgage Corporation March 2009 - August 2009
HRGroup, LLC 2008 - 2008
Education
Arizona State University 2004 — 2008
Bachelors, Business Management
Daniel Gioglio's Vanguard Experience March 2011 - Present
Job Resource Planning and Scheduling at Vanguard
Industry Financial Services
Experience
Vanguard March 2011 - Present
Vanguard September 2007 - March 2011
USAA June 2006 - August 2007
American Funds June 2005 - June 2006
Allstate Insurance June 2002 - June 2005
Vanguard November 1998 - June 2002
Skills
Call Centers, Mutual Funds, Investments, Series 6, Series 63, Customer Service, Leadership
Education
Arizona State University 1995 — 1997
B.S., Marketing
Vanguard March 2011 - Present
Vanguard September 2007 - March 2011
USAA June 2006 - August 2007
American Funds June 2005 - June 2006
Allstate Insurance June 2002 - June 2005
Vanguard November 1998 - June 2002
Skills
Call Centers, Mutual Funds, Investments, Series 6, Series 63, Customer Service, Leadership
Education
Arizona State University 1995 — 1997
B.S., Marketing
Armando Villarreal's Vanguard Experience December 2004 - June 2007
Job Moving HR Through Innovation
Industry Human Resources
Experience
Oaks Education Advocates Incorporated January 2015 - Present
Oaks Express West Inc. LLC- Human Resources Consulting Group January 2014 - Present
Graduation Solutions LLC June 2014 - September 2014
MGRM Pinnacle, Inc. July 2013 - June 2014
Skyline Schools Inc. May 2012 - August 2013
AZ Compass Prep School, Skyline Schools Inc April 2010 - May 2012
Skyline Schools Inc November 2008 - January 2010
Henkel of America June 2007 - November 2008
Vanguard December 2004 - June 2007
Chancery Court Hotel, London May 2004 - August 2004
Skills
Human Resources, Employee Benefits, Training, HRIS, Personnel Management, Management, Team Building, Leadership, Payroll, Program Management, CRM, Policy, New Hire Orientations, Talent Management, Employee Relations, Deferred Compensation, Performance Management, Succession Planning, Workforce Planning, Talent Acquisition, Recruiting, Organizational..., Leadership Development, Employee Engagement, 401k, Benefits Management, Onboarding, Coaching, Administration, Benefits Administration, Labor Relations, College Recruiting
Education
Concord Law School - Kaplan University 2011 — 2015
Juris Doctorate, Education Law & Employment Law:
Grand Canyon University 2009 — 2011
Masters, Education Administration
Arizona State University 2000 — 2004
Bachelor of Arts, Interdisciplinary Studies; Business and Human Communication
Scottsdale Community College 1999 — 2000
Associate of Arts, International Business
Oaks Education Advocates Incorporated January 2015 - Present
Oaks Express West Inc. LLC- Human Resources Consulting Group January 2014 - Present
Graduation Solutions LLC June 2014 - September 2014
MGRM Pinnacle, Inc. July 2013 - June 2014
Skyline Schools Inc. May 2012 - August 2013
AZ Compass Prep School, Skyline Schools Inc April 2010 - May 2012
Skyline Schools Inc November 2008 - January 2010
Henkel of America June 2007 - November 2008
Vanguard December 2004 - June 2007
Chancery Court Hotel, London May 2004 - August 2004
Skills
Human Resources, Employee Benefits, Training, HRIS, Personnel Management, Management, Team Building, Leadership, Payroll, Program Management, CRM, Policy, New Hire Orientations, Talent Management, Employee Relations, Deferred Compensation, Performance Management, Succession Planning, Workforce Planning, Talent Acquisition, Recruiting, Organizational..., Leadership Development, Employee Engagement, 401k, Benefits Management, Onboarding, Coaching, Administration, Benefits Administration, Labor Relations, College Recruiting
Education
Concord Law School - Kaplan University 2011 — 2015
Juris Doctorate, Education Law & Employment Law:
Grand Canyon University 2009 — 2011
Masters, Education Administration
Arizona State University 2000 — 2004
Bachelor of Arts, Interdisciplinary Studies; Business and Human Communication
Scottsdale Community College 1999 — 2000
Associate of Arts, International Business
Giovanni Zaragoza's Vanguard Experience September 2014 - Present
Job RCAS at Vanguard
Industry Financial Services
Experience
Vanguard September 2014 - Present
Vanguard August 2010 - July 2015
Vanguard November 2007 - August 2010
Skills
Investments, Series 63, Accounting, Customer Service, IRAs, Retail, Data Analysis, Microsoft Word, Microsoft Excel, Retirement, Microsoft Office, Financial Analysis, Leadership, PowerPoint, Mutual Funds, Series 6
Education
Arizona State University
Vanguard September 2014 - Present
Vanguard August 2010 - July 2015
Vanguard November 2007 - August 2010
Skills
Investments, Series 63, Accounting, Customer Service, IRAs, Retail, Data Analysis, Microsoft Word, Microsoft Excel, Retirement, Microsoft Office, Financial Analysis, Leadership, PowerPoint, Mutual Funds, Series 6
Education
Arizona State University
Humberto Yee-Flores's Vanguard Experience August 2015 - Present
Job Flagship Assigned Representative at Vanguard
Industry Investment Management
Experience
Vanguard August 2015 - Present
The Vanguard Group April 2014 - August 2015
J.P. Morgan April 2011 - April 2014
JPMorgan Chase November 2011 - March 2014
Skills
Bilingual English /..., Customer Service &..., •Sales & Account..., •Promotional Strategy..., Small Business Lending, Loans, Commercial Lending, Credit, Banking, Leadership, Financial Analysis, Portfolio Management
Education
Arizona State University 2006 — 2008
Bachelor of Business,, Finance and Financial Management Services
Vanguard August 2015 - Present
The Vanguard Group April 2014 - August 2015
J.P. Morgan April 2011 - April 2014
JPMorgan Chase November 2011 - March 2014
Skills
Bilingual English /..., Customer Service &..., •Sales & Account..., •Promotional Strategy..., Small Business Lending, Loans, Commercial Lending, Credit, Banking, Leadership, Financial Analysis, Portfolio Management
Education
Arizona State University 2006 — 2008
Bachelor of Business,, Finance and Financial Management Services
Dr. Chris Wright, MBA, EDD's Vanguard Experience January 1999 - December 2007
Job Chief Executive Officer at Christopher Mark Interactive Media, LLC
Industry Higher Education
Experience
Christopher Mark Interactive Media, LLC December 2013 - Present
Grand Canyon University January 2010 - Present
Western International University January 2010 - Present
Collins College January 2010 - Present
Brookline College January 2004 - Present
Marcus & Millichap January 2008 - December 2009
Vanguard January 1999 - December 2007
Skills
Classroom Instruction, Higher Education, Curriculum Design, Teaching, Instructional Design, Administration, Program Management
Education
University of Phoenix 2007 — 2010
Doctorate, Education
University of Phoenix 2003 — 2006
Masters, Business
Arizona State University 1997 — 1999
Bachelors, Theatre
Collins College
Christopher Mark Interactive Media, LLC December 2013 - Present
Grand Canyon University January 2010 - Present
Western International University January 2010 - Present
Collins College January 2010 - Present
Brookline College January 2004 - Present
Marcus & Millichap January 2008 - December 2009
Vanguard January 1999 - December 2007
Skills
Classroom Instruction, Higher Education, Curriculum Design, Teaching, Instructional Design, Administration, Program Management
Education
University of Phoenix 2007 — 2010
Doctorate, Education
University of Phoenix 2003 — 2006
Masters, Business
Arizona State University 1997 — 1999
Bachelors, Theatre
Collins College
Jason Caron's Vanguard Experience August 2013 - Present
Job Senior Client Relationship Administrator
Industry Financial Services
Experience
Vanguard August 2013 - Present
Vanguard June 2010 - August 2013
Vanguard November 2008 - June 2010
Vanguard October 2006 - November 2008
Vanguard January 2006 - October 2006
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Investments, Financial Analysis, Financial Services, Finance
Education
Arizona State University
BIS, Business/History
Vanguard August 2013 - Present
Vanguard June 2010 - August 2013
Vanguard November 2008 - June 2010
Vanguard October 2006 - November 2008
Vanguard January 2006 - October 2006
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Investments, Financial Analysis, Financial Services, Finance
Education
Arizona State University
BIS, Business/History
Daniel Bateman's Vanguard Experience January 1999 - Present
Job Supervisor/Project Lead at Vanguard
Industry Financial Services
Experience
Vanguard January 1999 - Present
Desert Nation Reality 2004 - 2013
Skills
Software Project..., Business Analysis, Requirements Analysis, Requirements Gathering, Project Management, Vendor Management, Visio, PMP, Process Improvement, Program Management, Risk Management, PMO, Financial Services, Project Delivery, Data Warehousing, Business Requirements, SharePoint, Project Portfolio..., Resource Management, SDLC
Education
Arizona State University
BSBM, Business Management/Finance
Vanguard January 1999 - Present
Desert Nation Reality 2004 - 2013
Skills
Software Project..., Business Analysis, Requirements Analysis, Requirements Gathering, Project Management, Vendor Management, Visio, PMP, Process Improvement, Program Management, Risk Management, PMO, Financial Services, Project Delivery, Data Warehousing, Business Requirements, SharePoint, Project Portfolio..., Resource Management, SDLC
Education
Arizona State University
BSBM, Business Management/Finance
David Dongell's Vanguard Experience June 2012 - February 2013
Job Specialized Investment Management at USAA
Industry Investment Management
Experience
USAA June 2014 - February 2015
Charles Schwab February 2013 - June 2014
Vanguard June 2012 - February 2013
South University June 2010 - November 2011
Skills
Series 7, Series 65, Series 6, Series 63, Time Management, Data Analysis, Microsoft Office, Customer Service, Leadership, Access, Financial Analysis, Data Entry, Research, Finance, Public Speaking, Process Improvement, Analysis, Outlook, Critical Thinking, Training, Strategic Planning, CRM, Investments, Microsoft Word, Healthcare
Education
Arizona State University 2004 — 2009
Bachelor of Science (B.S.), Biology/Biological Sciences, General
USAA June 2014 - February 2015
Charles Schwab February 2013 - June 2014
Vanguard June 2012 - February 2013
South University June 2010 - November 2011
Skills
Series 7, Series 65, Series 6, Series 63, Time Management, Data Analysis, Microsoft Office, Customer Service, Leadership, Access, Financial Analysis, Data Entry, Research, Finance, Public Speaking, Process Improvement, Analysis, Outlook, Critical Thinking, Training, Strategic Planning, CRM, Investments, Microsoft Word, Healthcare
Education
Arizona State University 2004 — 2009
Bachelor of Science (B.S.), Biology/Biological Sciences, General
Eric Baptiste's Vanguard Experience October 1995 - Present
Job Leading the Clearance, Settlements and Buy In's Team at the Vanguard Group
Industry Real Estate
Experience
Vanguard October 1995 - Present
Call Realty August 2006 - Present
Reef Scuba 1998 - 2009
Skills
Mentoring, Personal Development, Interview Preparation, Series 7, Series 63, Series 24, Series 4, Problem Solving, Microsoft Office, Motivational Speaking, Event Management, Non-profit Board..., Operations Management, Mitigation Strategies, Investments, FINRA, First Time Home Buyers, Leadership, Customer Service, Investment Properties, Insurance, Residential Homes, Mortgage Lending, Short Sales
Education
Arizona State University 1992 — 1995
Bachelor's degree, Economics
Dobson High School
Vanguard October 1995 - Present
Call Realty August 2006 - Present
Reef Scuba 1998 - 2009
Skills
Mentoring, Personal Development, Interview Preparation, Series 7, Series 63, Series 24, Series 4, Problem Solving, Microsoft Office, Motivational Speaking, Event Management, Non-profit Board..., Operations Management, Mitigation Strategies, Investments, FINRA, First Time Home Buyers, Leadership, Customer Service, Investment Properties, Insurance, Residential Homes, Mortgage Lending, Short Sales
Education
Arizona State University 1992 — 1995
Bachelor's degree, Economics
Dobson High School
Caleb Cook's Vanguard Experience September 2010 - Present
Job Client Relationship Associate at Vanguard
Industry Financial Services
Experience
Vanguard September 2010 - Present
Yanbian University of Science and Technology August 2008 - December 2009
Illini Media August 2007 - May 2008
Education
Arizona State University 2001 — 2005
Bachelor of Science, Mathematics
Vanguard September 2010 - Present
Yanbian University of Science and Technology August 2008 - December 2009
Illini Media August 2007 - May 2008
Education
Arizona State University 2001 — 2005
Bachelor of Science, Mathematics
Dexter Duggan's Vanguard Experience August 1998 - September 2013
Job Writer
Industry Newspapers
Experience
The Wanderer November 1997 - Present
Vanguard August 1998 - September 2013
Arizona Relay April 1989 - August 1998
Orange County Register April 1982 - 1985
Skills
Journalism, Nonprofits, Newspapers, Politics, Copy Editing, Press Releases, Creative Writing, Proofreading, Customer Service
Education
Arizona State University 1967 — 1971
Glendale Community College
The Wanderer November 1997 - Present
Vanguard August 1998 - September 2013
Arizona Relay April 1989 - August 1998
Orange County Register April 1982 - 1985
Skills
Journalism, Nonprofits, Newspapers, Politics, Copy Editing, Press Releases, Creative Writing, Proofreading, Customer Service
Education
Arizona State University 1967 — 1971
Glendale Community College
Donna Walkosz's Vanguard Experience May 2004 - August 2008
Job Real Estate Professional
Industry Real Estate
Experience
Trimmer Associates March 2014 - Present
SJ Fowler Real Estate Inc January 2010 - Present
Mobile Mini Inc December 2011 - August 2013
Mobile Mini Inc July 2011 - August 2013
Mobile Mini Inc April 2010 - August 2013
Vanguard May 2004 - August 2008
Servisair September 1998 - January 2005
Skills
Customer Service, Customer Relations, Problem Solving, Purchasing, Budgeting, Project Management, Project Planning, MS Project, Microsoft Office, Operations Management, Quality Assurance, Quality Management, Leadership, Change Management, Training, Leadership Development, Building Relationships, Management, Coaching, Process Improvement, Team Building, Contract Negotiation, Negotiation, Account Management, New Business Development, CRM, Recruiting, Salesforce.com, Selling, Real Estate, Process Scheduler, Microsoft Excel, Microsoft Word, Business Planning, Inventory Management, Team Leadership, Time Management, Budgets, Transportation, Sales, Logistics, Outlook, Analysis, Forecasting, Sales Management, Marketing, Sales Operations, Strategic Planning, Sales Process
Education
Arizona State University - W. P. Carey School of Business 1997 — 2002
BS, Finance
Arizona State University 1997 — 2002
Minor, Communications
Arizona State University 1997 — 2002
Certificate, International Business
AZ School of Real Estate and Business
Real Estate License, Real Estate
Mesa Community College
PMP Certification classes
Trimmer Associates March 2014 - Present
SJ Fowler Real Estate Inc January 2010 - Present
Mobile Mini Inc December 2011 - August 2013
Mobile Mini Inc July 2011 - August 2013
Mobile Mini Inc April 2010 - August 2013
Vanguard May 2004 - August 2008
Servisair September 1998 - January 2005
Skills
Customer Service, Customer Relations, Problem Solving, Purchasing, Budgeting, Project Management, Project Planning, MS Project, Microsoft Office, Operations Management, Quality Assurance, Quality Management, Leadership, Change Management, Training, Leadership Development, Building Relationships, Management, Coaching, Process Improvement, Team Building, Contract Negotiation, Negotiation, Account Management, New Business Development, CRM, Recruiting, Salesforce.com, Selling, Real Estate, Process Scheduler, Microsoft Excel, Microsoft Word, Business Planning, Inventory Management, Team Leadership, Time Management, Budgets, Transportation, Sales, Logistics, Outlook, Analysis, Forecasting, Sales Management, Marketing, Sales Operations, Strategic Planning, Sales Process
Education
Arizona State University - W. P. Carey School of Business 1997 — 2002
BS, Finance
Arizona State University 1997 — 2002
Minor, Communications
Arizona State University 1997 — 2002
Certificate, International Business
AZ School of Real Estate and Business
Real Estate License, Real Estate
Mesa Community College
PMP Certification classes
Andy Wilson, CFA's Vanguard Experience May 2007 - Present
Job Senior Relationship Manager at Vanguard
Industry Financial Services
Experience
Vanguard May 2007 - Present
Salt River Project May 1988 - May 2007
Skills
Chartered Financial..., Series 7, Wealth Management, Series 63, Series 6, Mutual Funds, Retirement, Retirement Planning, 401k, Investment Strategies, Securities
Education
Arizona State University 1992 — 1994
M.B.A., Finance, General
Grand Canyon University 1985 — 1989
Finance
Vanguard May 2007 - Present
Salt River Project May 1988 - May 2007
Skills
Chartered Financial..., Series 7, Wealth Management, Series 63, Series 6, Mutual Funds, Retirement, Retirement Planning, 401k, Investment Strategies, Securities
Education
Arizona State University 1992 — 1994
M.B.A., Finance, General
Grand Canyon University 1985 — 1989
Finance
David Foust's Vanguard Experience June 2011 - January 2013
Job Claim AssociateInitial Loss Reporting at State Farm Insurance
Industry Financial Services
Experience
State Farm Insurance July 2014 - Present
Vanguard June 2011 - January 2013
The Vanguard Group August 2010 - June 2011
Skills
Series 63, Mutual Funds, Series 6, Asset Allocation, Retirement Planning, Investment Strategies, Wealth Management, Securities, 401k, Investment Management, Retirement, PowerPoint, Microsoft Excel, Customer Service
Education
Arizona State University 2014 — 2017
Bachelor of Science (BS), Accountancy
University of Arizona 2004 — 2010
BA, Italian
State Farm Insurance July 2014 - Present
Vanguard June 2011 - January 2013
The Vanguard Group August 2010 - June 2011
Skills
Series 63, Mutual Funds, Series 6, Asset Allocation, Retirement Planning, Investment Strategies, Wealth Management, Securities, 401k, Investment Management, Retirement, PowerPoint, Microsoft Excel, Customer Service
Education
Arizona State University 2014 — 2017
Bachelor of Science (BS), Accountancy
University of Arizona 2004 — 2010
BA, Italian
Elena Putman's Vanguard Experience January 2006 - December 2007
Job Broker
Industry Financial Services
Experience
Financial Services September 2011 - Present
North Star Resource Group August 2010 - July 2011
Vanguard January 2006 - December 2007
Education
University of Phoenix 2006 — 2007
MBA, Business Administration
Arizona State University 2001 — 2005
BIS, Economics, International Business
Financial Services September 2011 - Present
North Star Resource Group August 2010 - July 2011
Vanguard January 2006 - December 2007
Education
University of Phoenix 2006 — 2007
MBA, Business Administration
Arizona State University 2001 — 2005
BIS, Economics, International Business
Eric Pickens, CFP(r), CIMA(r)'s Vanguard Experience September 2011 - Present
Job Sales Executive
Industry Financial Services
Experience
Vanguard September 2011 - Present
Vanguard March 2007 - August 2011
Vanguard February 2005 - February 2007
Vanguard July 2001 - January 2005
Skills
401k, Series 7, Series 6, Relationship Management, Mutual Funds, Leadership, Investments, Employee Benefits, Retirement, Series 63, Financial Services, Wealth Management, ETFs
Education
Arizona State University 1996 — 2001
Undergrad, Business and Economics
Vanguard September 2011 - Present
Vanguard March 2007 - August 2011
Vanguard February 2005 - February 2007
Vanguard July 2001 - January 2005
Skills
401k, Series 7, Series 6, Relationship Management, Mutual Funds, Leadership, Investments, Employee Benefits, Retirement, Series 63, Financial Services, Wealth Management, ETFs
Education
Arizona State University 1996 — 2001
Undergrad, Business and Economics
Charles LaBarbera's Vanguard Experience 1999 - Present
Job Supervisor at Vanguard
Industry Financial Services
Experience
Vanguard 1999 - Present
Skills
Series 7, Series 63, Equity Trading, Bloomberg, Options, Fixed Income, Equities, 63 Licensed, Series 24, Series 6, Series 53, Series 4, Certified Financial...
Education
Arizona State University 1984 — 1989
Bachelor's degree, Business Administration and Management, General
Vanguard 1999 - Present
Skills
Series 7, Series 63, Equity Trading, Bloomberg, Options, Fixed Income, Equities, 63 Licensed, Series 24, Series 6, Series 53, Series 4, Certified Financial...
Education
Arizona State University 1984 — 1989
Bachelor's degree, Business Administration and Management, General
Charles Hubbard's Vanguard Experience August 2012 - January 2013
Job Sales Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management March 2013 - Present
Vanguard August 2012 - January 2013
Fox Sports Arizona January 2012 - May 2012
RBC Wealth Management June 2011 - December 2011
Tempe Recreation Department June 2010 - June 2011
Oakland Athletics January 2011 - April 2011
California Golf Club September 2008 - December 2009
Skills
Word, PowerPoint, Outlook, Excel, Microsoft Office, Interpersonal Skill, Leadership, Human Relationship, Coaching, Business Communications, Time Management, Team Building, Microsoft Word, Public Speaking, Social Networking
Education
Arizona State University 2007 — 2012
BS in Communications & Minor in Sociology
Burlingame High School 2003 — 2007
RBC Wealth Management March 2013 - Present
Vanguard August 2012 - January 2013
Fox Sports Arizona January 2012 - May 2012
RBC Wealth Management June 2011 - December 2011
Tempe Recreation Department June 2010 - June 2011
Oakland Athletics January 2011 - April 2011
California Golf Club September 2008 - December 2009
Skills
Word, PowerPoint, Outlook, Excel, Microsoft Office, Interpersonal Skill, Leadership, Human Relationship, Coaching, Business Communications, Time Management, Team Building, Microsoft Word, Public Speaking, Social Networking
Education
Arizona State University 2007 — 2012
BS in Communications & Minor in Sociology
Burlingame High School 2003 — 2007
Estela Cortes's Vanguard Experience October 2011 - Present
Job Cost Basis Associate | Retail Investor Group | Vanguard
Industry Financial Services
Experience
Vanguard October 2011 - Present
University of Phoenix October 2009 - September 2011
Wells Fargo Bank March 2000 - September 2009
Skills
CRM, Series 6, Series 63, Investments, Relationship Management, Financial Services, Finance, Customer Service, Retirement Planning, Leadership, Microsoft Excel, Banking, Securities
Education
University of Phoenix 2010 — 2011
Master of Business Administration (M.B.A.)
Arizona State University
BIS, Organizational Studies
Vanguard October 2011 - Present
University of Phoenix October 2009 - September 2011
Wells Fargo Bank March 2000 - September 2009
Skills
CRM, Series 6, Series 63, Investments, Relationship Management, Financial Services, Finance, Customer Service, Retirement Planning, Leadership, Microsoft Excel, Banking, Securities
Education
University of Phoenix 2010 — 2011
Master of Business Administration (M.B.A.)
Arizona State University
BIS, Organizational Studies
Amy Brothers's Vanguard Experience January 2006 - February 2011
Job VP, Managing Regional Director at Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management February 2011 - Present
Vanguard January 2006 - February 2011
Skills
Alternative Investments, Investments, Series 63
Education
Arizona State University
Bachelor's degree, Accounting
Natixis Global Asset Management February 2011 - Present
Vanguard January 2006 - February 2011
Skills
Alternative Investments, Investments, Series 63
Education
Arizona State University
Bachelor's degree, Accounting
Bradley Bezverkov's Vanguard Experience September 2013 - Present
Job Corporate Actions Specialist at The Vanguard Group
Industry Financial Services
Experience
Vanguard September 2013 - Present
Vanguard July 2011 - September 2013
Vanguard June 2008 - July 2011
Vanguard May 2007 - June 2008
Skills
Mutual Funds, Series 63, Investments, Equities, Asset Allocation, Series 7, Portfolio Management, Asset Management, Microsoft Excel, Customer Service, Finance, Financial Analysis, Financial Services, Leadership, Microsoft Office
Education
Arizona State University 2015 — 2019
Technological Entrepreneurship and Management
Vanguard September 2013 - Present
Vanguard July 2011 - September 2013
Vanguard June 2008 - July 2011
Vanguard May 2007 - June 2008
Skills
Mutual Funds, Series 63, Investments, Equities, Asset Allocation, Series 7, Portfolio Management, Asset Management, Microsoft Excel, Customer Service, Finance, Financial Analysis, Financial Services, Leadership, Microsoft Office
Education
Arizona State University 2015 — 2019
Technological Entrepreneurship and Management
Devon French's Vanguard Experience June 2009 - March 2010
Job Sr. Supervisor, Mutual Funds Control and Support
Industry Financial Services
Experience
Edward Jones February 2013 - Present
Edward Jones August 2011 - February 2013
DePuy Orthopaedics June 2010 - May 2011
Vanguard June 2009 - March 2010
Vanguard June 2007 - June 2009
Vanguard April 2004 - June 2007
Skills
Series 63, Risk Management, Mutual Funds, FINRA, Securities, Series 6, Series 7, Series 24, Series 51, Series 99, Life & Health Insurance..., Operations Management, Leadership, Process Improvement, Financial Accounting, Analysis, Six Sigma, University Recruitment, Relationship Management, Vendor Management, Production Support, Financial Audits, Annuity Sales, Corporate Actions, Business Planning, Operational Due..., 529 Plans, Strategic Planning, New Business Development
Education
Arizona State University
Bachelor of Science (B.S.), Finance, General
Edward Jones February 2013 - Present
Edward Jones August 2011 - February 2013
DePuy Orthopaedics June 2010 - May 2011
Vanguard June 2009 - March 2010
Vanguard June 2007 - June 2009
Vanguard April 2004 - June 2007
Skills
Series 63, Risk Management, Mutual Funds, FINRA, Securities, Series 6, Series 7, Series 24, Series 51, Series 99, Life & Health Insurance..., Operations Management, Leadership, Process Improvement, Financial Accounting, Analysis, Six Sigma, University Recruitment, Relationship Management, Vendor Management, Production Support, Financial Audits, Annuity Sales, Corporate Actions, Business Planning, Operational Due..., 529 Plans, Strategic Planning, New Business Development
Education
Arizona State University
Bachelor of Science (B.S.), Finance, General
Ben Neill CFP (R)'s Vanguard Experience 2015 - Present
Job Financial Advisor at Vanguard
Industry Financial Services
Experience
Vanguard 2015 - Present
Vanguard 2005 - 2015
Skills
Series 7, Mutual Funds, Securities, Asset Allocation, Financial Services, Retirement Planning, Finance
Education
Arizona State University
Master of Business Administration (M.B.A.), Organizational Leadership
Northern Arizona University
Bachelor of Business Administration (B.B.A.), Finance, General
Vanguard 2015 - Present
Vanguard 2005 - 2015
Skills
Series 7, Mutual Funds, Securities, Asset Allocation, Financial Services, Retirement Planning, Finance
Education
Arizona State University
Master of Business Administration (M.B.A.), Organizational Leadership
Northern Arizona University
Bachelor of Business Administration (B.B.A.), Finance, General
Anthony Cosentino's Vanguard Experience June 2014 - Present
Job Client relationship specialist at Vanguard
Industry Financial Services
Experience
Vanguard June 2014 - Present
Desert Schools Federal Credit Union September 2012 - May 2014
Five Guys Enterprises August 2010 - April 2012
McDonald's Corporation July 2007 - August 2010
Skills
Customer Service, Microsoft Excel, Time Management, PowerPoint, Financial Analysis, Microsoft Word, Microsoft Office, Leadership, Teamwork, Banking, Accounting, Customer Satisfaction, Cash Handling Experience, Inventory Management, Outlook
Education
Arizona State University 2010 — 2014
Undergrad, Finance, General
Vanguard June 2014 - Present
Desert Schools Federal Credit Union September 2012 - May 2014
Five Guys Enterprises August 2010 - April 2012
McDonald's Corporation July 2007 - August 2010
Skills
Customer Service, Microsoft Excel, Time Management, PowerPoint, Financial Analysis, Microsoft Word, Microsoft Office, Leadership, Teamwork, Banking, Accounting, Customer Satisfaction, Cash Handling Experience, Inventory Management, Outlook
Education
Arizona State University 2010 — 2014
Undergrad, Finance, General
James Packes's Vanguard Experience July 2011 - Present
Job HighNet Worth Investment Broker at Vanguard
Industry Financial Services
Experience
Vanguard July 2011 - Present
Silverleaf Golf Country Club September 2010 - July 2011
Skills
Process Scheduler, Investments, Financial Analysis, Portfolio Management, Technical Analysis, Trading, Mutual Funds, Asset Allocation, Economics, Financial Planning, Series 7, Series 63, Equities, Finance, Risk Management, Fixed Income, Management, Customer Service, Investment Strategies
Education
Arizona State University 2007 — 2011
Bachelor of Science (BS), Tourism Development and Management
Vanguard July 2011 - Present
Silverleaf Golf Country Club September 2010 - July 2011
Skills
Process Scheduler, Investments, Financial Analysis, Portfolio Management, Technical Analysis, Trading, Mutual Funds, Asset Allocation, Economics, Financial Planning, Series 7, Series 63, Equities, Finance, Risk Management, Fixed Income, Management, Customer Service, Investment Strategies
Education
Arizona State University 2007 — 2011
Bachelor of Science (BS), Tourism Development and Management
Casey Coffey's Vanguard Experience September 2013 - Present
Job Transfer of Assets at Vanguard
Industry Financial Services
Experience
Vanguard September 2013 - Present
Arizona State University August 2009 - May 2013
Play N' Trade October 2008 - May 2013
Skills
Customer Service, Regression Analysis, Microsoft Excel, Retirement Savings, Asset Transfers, Stata, Statistics, Time Management
Education
Arizona State University 2008 — 2013
Bachelor of Science (B.S.), Economics
Horizon High School 2004 — 2008
High School
Vanguard September 2013 - Present
Arizona State University August 2009 - May 2013
Play N' Trade October 2008 - May 2013
Skills
Customer Service, Regression Analysis, Microsoft Excel, Retirement Savings, Asset Transfers, Stata, Statistics, Time Management
Education
Arizona State University 2008 — 2013
Bachelor of Science (B.S.), Economics
Horizon High School 2004 — 2008
High School
Antoine Martel's Vanguard Experience September 2007 - Present
Job Client Relationship Associate at Vanguard
Industry Financial Services
Experience
Vanguard September 2007 - Present
US Army May 2012 - December 2014
Skills
Event Planning, Strategic Planning, Six Sigma, Microsoft Excel, Microsoft Word, PowerPoint development, Presentation Skills, Project Management, Personnel Management, Security Clearance, Military Experience, Military Training, Financial Analysis, Leadership
Education
Arizona State University 2000 — 2007
Bachelor's Degree, Business/Communications, 3.09
Vanguard September 2007 - Present
US Army May 2012 - December 2014
Skills
Event Planning, Strategic Planning, Six Sigma, Microsoft Excel, Microsoft Word, PowerPoint development, Presentation Skills, Project Management, Personnel Management, Security Clearance, Military Experience, Military Training, Financial Analysis, Leadership
Education
Arizona State University 2000 — 2007
Bachelor's Degree, Business/Communications, 3.09
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments