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
Thomas Bartolacci, CFA Thomas Bartolacci, CFA's Vanguard Experience April 2015 - Present
Job Head of US ETF Capital Markets at Vanguard
Industry Investment Management
Experience
Vanguard April 2015 - Present
Vanguard October 2009 - April 2015
Vanguard January 2008 - September 2009
Skills
Portfolio Management, Fixed Income, Credit Derivatives, FX Hedging, FX Derivatives, Trading, Mutual Funds, Asset Management, Asset Allocation, Money Market
Education
Penn State University 2003 — 2007
Bachelor of Science (B.S.), Finance
Schreyer Honors College
Honors in Finance
Vanguard April 2015 - Present
Vanguard October 2009 - April 2015
Vanguard January 2008 - September 2009
Skills
Portfolio Management, Fixed Income, Credit Derivatives, FX Hedging, FX Derivatives, Trading, Mutual Funds, Asset Management, Asset Allocation, Money Market
Education
Penn State University 2003 — 2007
Bachelor of Science (B.S.), Finance
Schreyer Honors College
Honors in Finance
Lynn Peters Lynn Peters's Vanguard Experience February 2012 - Present
Job Implementation Specialist at Vanguard
Industry Financial Services
Experience
Vanguard February 2012 - Present
Vanguard June 2010 - February 2012
Vanguard January 2008 - June 2010
Skills
Training Delivery, Employee Training, Microsoft Excel, Microsoft Word, Investments, Learning Management..., Learning Management, Distance Learning, Leadership, CRM, Financial Services, Microsoft Office, Mutual Funds, Project Management, Relationship Management
Education
Pennsylvania State University-Great Valley Graduate Center 2008 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
Penn State University 2003 — 2007
Bachelor of Science (B.S.), Psychology
Vanguard February 2012 - Present
Vanguard June 2010 - February 2012
Vanguard January 2008 - June 2010
Skills
Training Delivery, Employee Training, Microsoft Excel, Microsoft Word, Investments, Learning Management..., Learning Management, Distance Learning, Leadership, CRM, Financial Services, Microsoft Office, Mutual Funds, Project Management, Relationship Management
Education
Pennsylvania State University-Great Valley Graduate Center 2008 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
Penn State University 2003 — 2007
Bachelor of Science (B.S.), Psychology
Jim Santacroce's Vanguard Experience July 2015 - Present
Job Financial Advisor, Vanguard
Industry Financial Services
Experience
Vanguard July 2015 - Present
Vanguard October 2013 - July 2015
Liberty Mutual Insurance October 2011 - October 2013
Indian Valley Boys & Girls Club June 2003 - August 2011
Lansdale Montessori School January 2010 - June 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Public Speaking, Leadership, Event Planning, Team Leadership, Fundraising, Negotiation, Outlook, Workers Compensation, Insurance, Property & Casualty..., Budgets, CRM, Time Management, Data Analysis, Research, Sales, Social Media
Education
Penn State University 2008 — 2010
BS, Finance
Skidmore College 2006 — 2007
Bachelor of Business Administration (B.B.A.), Business
Wyoming Seminary Prep School 2004 — 2006
North Penn High School 2002 — 2004
Vanguard July 2015 - Present
Vanguard October 2013 - July 2015
Liberty Mutual Insurance October 2011 - October 2013
Indian Valley Boys & Girls Club June 2003 - August 2011
Lansdale Montessori School January 2010 - June 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Public Speaking, Leadership, Event Planning, Team Leadership, Fundraising, Negotiation, Outlook, Workers Compensation, Insurance, Property & Casualty..., Budgets, CRM, Time Management, Data Analysis, Research, Sales, Social Media
Education
Penn State University 2008 — 2010
BS, Finance
Skidmore College 2006 — 2007
Bachelor of Business Administration (B.B.A.), Business
Wyoming Seminary Prep School 2004 — 2006
North Penn High School 2002 — 2004
Doug Ford Doug Ford's Vanguard Experience October 2014 - Present
Job Bank Channel Manager at Vanguard
Industry Financial Services
Experience
Vanguard October 2014 - Present
Lockwood Advisors, Inc., an affiliate of Pershing LLC, a BNY Mellon Company March 2008 - October 2014
Lockwood Advisors, Inc., an affiliate of Pershing LLC, a BNY Mellon Company September 2005 - March 2008
AXA ADVISORS/AXA EQUITABLE October 2002 - September 2005
Skills
FINRA, Sales, Separately Managed..., Portfolio Management, Mutual Funds, Retirement Planning, Estate Planning, ETFs, Asset Allocation
Education
Penn State University 2006 — 2009
MBA, Finance
University of Delaware 1998 — 2002
Bachelor of Arts (BA), Biology/Biological Sciences, General
Vanguard October 2014 - Present
Lockwood Advisors, Inc., an affiliate of Pershing LLC, a BNY Mellon Company March 2008 - October 2014
Lockwood Advisors, Inc., an affiliate of Pershing LLC, a BNY Mellon Company September 2005 - March 2008
AXA ADVISORS/AXA EQUITABLE October 2002 - September 2005
Skills
FINRA, Sales, Separately Managed..., Portfolio Management, Mutual Funds, Retirement Planning, Estate Planning, ETFs, Asset Allocation
Education
Penn State University 2006 — 2009
MBA, Finance
University of Delaware 1998 — 2002
Bachelor of Arts (BA), Biology/Biological Sciences, General
Christopher Plocinik Christopher Plocinik's Vanguard Experience June 1999 - December 2004
Job Principal at Hawkeye Solutions LLC
Industry Financial Services
Experience
Hawkeye Solutions LLC September 2014 - Present
Quest Diagnostics September 2013 - August 2014
AmerisourceBergen August 2011 - September 2013
JPMorgan Chase December 2004 - August 2011
Vanguard June 1999 - December 2004
Skills
Vendor Management, Strategic Sourcing, Leadership, Contract Negotiation, Management, Outsourcing, Cross-functional Team..., Process Improvement, Sourcing, Business Process..., Account Management, Building Relationships, Offshore Outsourcing, SaaS, Change Management, Information technology..., SAAS Sourcing and..., Project Management, Business Strategy, Strategic Partnerships, Mentoring, Sports Coaching, Presentations, Presentation Development, Persuasive Presentations, Communication Skills, CRM
Education
Penn State University
Master of Science (MS), Information Science/Studies
West Chester University of Pennsylvania
Bachelor of Science (BS), Business Administration and Management, General
Hawkeye Solutions LLC September 2014 - Present
Quest Diagnostics September 2013 - August 2014
AmerisourceBergen August 2011 - September 2013
JPMorgan Chase December 2004 - August 2011
Vanguard June 1999 - December 2004
Skills
Vendor Management, Strategic Sourcing, Leadership, Contract Negotiation, Management, Outsourcing, Cross-functional Team..., Process Improvement, Sourcing, Business Process..., Account Management, Building Relationships, Offshore Outsourcing, SaaS, Change Management, Information technology..., SAAS Sourcing and..., Project Management, Business Strategy, Strategic Partnerships, Mentoring, Sports Coaching, Presentations, Presentation Development, Persuasive Presentations, Communication Skills, CRM
Education
Penn State University
Master of Science (MS), Information Science/Studies
West Chester University of Pennsylvania
Bachelor of Science (BS), Business Administration and Management, General
Danielle Case - O'Brien's Vanguard Experience November 2011 - August 2014
Job Full Time Mom Part Time @ Thrivent Financial
Industry Financial Services
Experience
Vanguard November 2011 - August 2014
Vanguard August 2010 - December 2011
The Vanguard Group August 2008 - August 2010
The Life Financial Group Inc June 2006 - May 2008
STAPLES Inc November 2002 - November 2005
STAPLES Inc April 2001 - November 2002
NEXTEL COMMUNICATIONS March 2000 - April 2001
COMCAST CELLULAR January 1998 - December 1999
COMCAST CELLULAR January 1996 - January 1998
Skills
SharePoint, Project Management, Multitasker, Adult Education, Call Center, Retail, New Business Development, Project Planning, Microsoft Word, PowerPoint, Customer Service, PeopleSoft, Vendor Management, Employee Relations, Sales, Recruiting, Team Building, Process Improvement, Time Management, Management, Call Centers, Salesforce.com, Talent Acquisition, Finance, Marketing
Education
Penn State University 1998 — 1999
Pottstown High 1991 — 1995
Diploma, n/a
University of Phoenix
In Progress
Vanguard November 2011 - August 2014
Vanguard August 2010 - December 2011
The Vanguard Group August 2008 - August 2010
The Life Financial Group Inc June 2006 - May 2008
STAPLES Inc November 2002 - November 2005
STAPLES Inc April 2001 - November 2002
NEXTEL COMMUNICATIONS March 2000 - April 2001
COMCAST CELLULAR January 1998 - December 1999
COMCAST CELLULAR January 1996 - January 1998
Skills
SharePoint, Project Management, Multitasker, Adult Education, Call Center, Retail, New Business Development, Project Planning, Microsoft Word, PowerPoint, Customer Service, PeopleSoft, Vendor Management, Employee Relations, Sales, Recruiting, Team Building, Process Improvement, Time Management, Management, Call Centers, Salesforce.com, Talent Acquisition, Finance, Marketing
Education
Penn State University 1998 — 1999
Pottstown High 1991 — 1995
Diploma, n/a
University of Phoenix
In Progress
Wayne Tang, CISSP, GPEN Wayne Tang, CISSP, GPEN's Vanguard Experience May 2013 - Present
Job Information Security Analyst at Vanguard
Industry Information Technology and Services
Experience
Vanguard May 2013 - Present
Health Partners of Philadelphia February 2012 - Present
Hologic, Inc 2008 - 2012
Citibank, N 2007 - 2008
Bank of America 2003 - 2007
Bank of America 2001 - 2003
Alcoa 1999 - 2001
Softek, Inc 1998 - 1999
Skills
Troubleshooting, Network Security, Operating Systems, Antivirus, Active Directory, IDS, IPS, SIEM, credant, LANDesk, endpoint encryption, Firewalls, Servers, Information Security, Computer Security, Networking, Windows, CISSP, Vulnerability Management, TCP/IP, Vulnerability Assessment, Windows Server, Penetration Testing, Windows 7, Technical Support, System Administration, Information Technology, VMware, System Deployment, Information Security..., Intrusion Detection, Network Administration, Data Security, Software Installation, Computer Hardware, IT Management, XP, Linux, Software Documentation, Laptops, McAfee, PCI DSS, Virtualization, Hardware, VPN, Microsoft Certified..., Group Policy, Integration
Education
Penn State University 1993 — 1998
BS, Psychology
Vanguard May 2013 - Present
Health Partners of Philadelphia February 2012 - Present
Hologic, Inc 2008 - 2012
Citibank, N 2007 - 2008
Bank of America 2003 - 2007
Bank of America 2001 - 2003
Alcoa 1999 - 2001
Softek, Inc 1998 - 1999
Skills
Troubleshooting, Network Security, Operating Systems, Antivirus, Active Directory, IDS, IPS, SIEM, credant, LANDesk, endpoint encryption, Firewalls, Servers, Information Security, Computer Security, Networking, Windows, CISSP, Vulnerability Management, TCP/IP, Vulnerability Assessment, Windows Server, Penetration Testing, Windows 7, Technical Support, System Administration, Information Technology, VMware, System Deployment, Information Security..., Intrusion Detection, Network Administration, Data Security, Software Installation, Computer Hardware, IT Management, XP, Linux, Software Documentation, Laptops, McAfee, PCI DSS, Virtualization, Hardware, VPN, Microsoft Certified..., Group Policy, Integration
Education
Penn State University 1993 — 1998
BS, Psychology
Dennis Scanlan Dennis Scanlan's Vanguard Experience March 2008 - October 2014
Job Experienced sales professional
Industry Financial Services
Experience
NEPA Bio Solutions October 2014 - Present
Vanguard March 2008 - October 2014
E-Finity Distributed Generation, LLC May 2006 - March 2008
Skills
Wealth Management, Account Management, Defined Benefit, Employee Benefits, Financial Advisory, Financial Markets, Investments, Retirement, Mutual Funds, Customer Service, Series 63, Finance, Portfolio Management, Series 7, Financial Services, Analysis, Retirement Planning, Microsoft Office, Asset Allocation, Securities, Relationship Management, Asset Management, Leadership, 401k, Banking, Financial Planning, Risk Management, Equities, Series 6, Fixed Income, Sales, Project Management, Investment Strategies
Education
Penn State University
NEPA Bio Solutions October 2014 - Present
Vanguard March 2008 - October 2014
E-Finity Distributed Generation, LLC May 2006 - March 2008
Skills
Wealth Management, Account Management, Defined Benefit, Employee Benefits, Financial Advisory, Financial Markets, Investments, Retirement, Mutual Funds, Customer Service, Series 63, Finance, Portfolio Management, Series 7, Financial Services, Analysis, Retirement Planning, Microsoft Office, Asset Allocation, Securities, Relationship Management, Asset Management, Leadership, 401k, Banking, Financial Planning, Risk Management, Equities, Series 6, Fixed Income, Sales, Project Management, Investment Strategies
Education
Penn State University
Justin Ogden Justin Ogden's Vanguard Experience August 2015 - Present
Job High Net Worth Client Relationship Specialist at Vanguard
Industry Financial Services
Experience
Vanguard August 2015 - Present
Cru Global June 2014 - June 2015
Apple October 2013 - June 2014
Apple September 2012 - September 2013
Penn State University August 2011 - May 2012
Knights Apparel, Inc. August 2011 - May 2012
Campus Crusade for Christ January 2010 - December 2010
Shoetown Footwear Company May 2010 - August 2010
International Justice Mission August 2009 - May 2010
Skills
Leadership, Leadership Development, Public Speaking, Community Outreach, Microsoft Office, Research, Social Media, Teaching, PowerPoint, Microsoft Excel, Time Management, Facebook, Management, Microsoft Word, Event Planning, Customer Service, Sales, Fundraising, Human Resources, Chinese, Higher Education, iOS, iPhone, Training
Education
Penn State University 2011 — 2013
Master of Science (MS), Human Resources Management & Employment Relations
Penn State University 2007 — 2011
Bachelor of Science (BS), Labor & Employment Relations, Human Resources Development, Dean's List
Tianjin International School
Vanguard August 2015 - Present
Cru Global June 2014 - June 2015
Apple October 2013 - June 2014
Apple September 2012 - September 2013
Penn State University August 2011 - May 2012
Knights Apparel, Inc. August 2011 - May 2012
Campus Crusade for Christ January 2010 - December 2010
Shoetown Footwear Company May 2010 - August 2010
International Justice Mission August 2009 - May 2010
Skills
Leadership, Leadership Development, Public Speaking, Community Outreach, Microsoft Office, Research, Social Media, Teaching, PowerPoint, Microsoft Excel, Time Management, Facebook, Management, Microsoft Word, Event Planning, Customer Service, Sales, Fundraising, Human Resources, Chinese, Higher Education, iOS, iPhone, Training
Education
Penn State University 2011 — 2013
Master of Science (MS), Human Resources Management & Employment Relations
Penn State University 2007 — 2011
Bachelor of Science (BS), Labor & Employment Relations, Human Resources Development, Dean's List
Tianjin International School
Mia Harkins Mia Harkins's Vanguard Experience October 2013 - Present
Job IT Telecommunications Contact Center Manager at Vanguard
Industry Financial Services
Experience
Vanguard October 2013 - Present
Vanguard July 1999 - September 2013
J.P. Morgan June 1997 - July 1999
Price Waterhouse Management Consultants March 1994 - June 1997
Skills
Agile Methodologies, Telecommunications, Software Development, Project Management, Management, Security, IT Operations, Information Technology, Process Engineering, Avaya, Contact Centers, Waterfall, Lean Manufacturing, Kanban, Vendor Management, Business Analysis, SDLC, Visio, Process Improvement, SharePoint
Education
Penn State University
Bachelor of Science, Hotel, Motel, and Restaurant Management
Vanguard October 2013 - Present
Vanguard July 1999 - September 2013
J.P. Morgan June 1997 - July 1999
Price Waterhouse Management Consultants March 1994 - June 1997
Skills
Agile Methodologies, Telecommunications, Software Development, Project Management, Management, Security, IT Operations, Information Technology, Process Engineering, Avaya, Contact Centers, Waterfall, Lean Manufacturing, Kanban, Vendor Management, Business Analysis, SDLC, Visio, Process Improvement, SharePoint
Education
Penn State University
Bachelor of Science, Hotel, Motel, and Restaurant Management
Amy Noval Hamler's Vanguard Experience May 2012 - Present
Job Brand Management at Vanguard
Industry Financial Services
Experience
Vanguard May 2012 - Present
Vanguard May 2008 - May 2012
Bristol-Myers Squibb Company June 2005 - March 2008
CIGNA Tel-Drug March 2003 - June 2005
CIGNA June 1999 - March 2003
PNC Bank August 1997 - June 1999
AAA Mid-Atlantic 1990 - 1997
Skills
Talent Management, Training, Strategy, Leadership, Vendor Management, Management, Coaching, Process Improvement, Instructional Design, Team Building, Strategic Planning
Education
Penn State University
Bachelors of Science, QBA - Quantitative Business Analysis
Temple University
M.Ed., Adult and Organizational Development
Vanguard May 2012 - Present
Vanguard May 2008 - May 2012
Bristol-Myers Squibb Company June 2005 - March 2008
CIGNA Tel-Drug March 2003 - June 2005
CIGNA June 1999 - March 2003
PNC Bank August 1997 - June 1999
AAA Mid-Atlantic 1990 - 1997
Skills
Talent Management, Training, Strategy, Leadership, Vendor Management, Management, Coaching, Process Improvement, Instructional Design, Team Building, Strategic Planning
Education
Penn State University
Bachelors of Science, QBA - Quantitative Business Analysis
Temple University
M.Ed., Adult and Organizational Development
Samantha Hower's Vanguard Experience August 2014 - Present
Job Fund Financial Analyst at Vanguard
Industry Higher Education
Experience
Vanguard August 2014 - Present
Student Financial Education Center August 2013 - May 2014
Bradley's Steaks and Hoagies August 2012 - May 2014
Penn State University August 2010 - May 2014
PPL Corporation May 2013 - August 2013
Lehigh Valley Health Network June 2012 - August 2012
Shankweiler's Drive In Movie Theater June 2006 - August 2012
Victoria's Secret November 2011 - January 2012
Skills
Leadership, Research, Public Speaking, Microsoft Excel, PowerPoint, Microsoft Office, Finance, Microsoft Word, Bloomberg, Editing, Sales, VBA, MySQL, Foreign Currency, @Risk, Mathematica, Higher Education, Communication, Linear Regression, Corporate Tax, Microsoft Access, Access, Teamwork
Education
Penn State University 2010 — 2014
Bachelor's Degree, Finance, General, 3.54
Parkland High School 2007 — 2010
High School, 3.81
Vanguard August 2014 - Present
Student Financial Education Center August 2013 - May 2014
Bradley's Steaks and Hoagies August 2012 - May 2014
Penn State University August 2010 - May 2014
PPL Corporation May 2013 - August 2013
Lehigh Valley Health Network June 2012 - August 2012
Shankweiler's Drive In Movie Theater June 2006 - August 2012
Victoria's Secret November 2011 - January 2012
Skills
Leadership, Research, Public Speaking, Microsoft Excel, PowerPoint, Microsoft Office, Finance, Microsoft Word, Bloomberg, Editing, Sales, VBA, MySQL, Foreign Currency, @Risk, Mathematica, Higher Education, Communication, Linear Regression, Corporate Tax, Microsoft Access, Access, Teamwork
Education
Penn State University 2010 — 2014
Bachelor's Degree, Finance, General, 3.54
Parkland High School 2007 — 2010
High School, 3.81
Skylar Slotter Skylar Slotter's Vanguard Experience May 2015 - August 2015
Job C2C IT Intern Innovation and Research at Vanguard
Industry Information Technology and Services
Experience
Vanguard May 2015 - August 2015
Lion Ambassadors April 2014 - April 2015
SeaWorld Parks & Entertainment May 2013 - August 2013
Pomerado Hospital September 2010 - April 2012
US Senator Dianne Feinstein September 2011 - December 2011
In-N-Out Burger April 2011 - September 2011
Skills
Public Speaking, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Customer Service, English, Teamwork, Project Management, PowerPoint, Java, Research, Photoshop, Leadership, Web Design, VMware, InDesign, NetBeans, SQL
Education
Penn State University 2012 — 2016
Bachelor of Science, Security and Risk Analysis, Information Science and Technology
Vanguard May 2015 - August 2015
Lion Ambassadors April 2014 - April 2015
SeaWorld Parks & Entertainment May 2013 - August 2013
Pomerado Hospital September 2010 - April 2012
US Senator Dianne Feinstein September 2011 - December 2011
In-N-Out Burger April 2011 - September 2011
Skills
Public Speaking, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Customer Service, English, Teamwork, Project Management, PowerPoint, Java, Research, Photoshop, Leadership, Web Design, VMware, InDesign, NetBeans, SQL
Education
Penn State University 2012 — 2016
Bachelor of Science, Security and Risk Analysis, Information Science and Technology
Nicole Schneider's Vanguard Experience May 2014 - Present
Job Vanguard Accelerated Development Program Participant at The Vanguard Group
Industry Financial Services
Experience
Vanguard May 2014 - Present
Vanguard Charitable May 2013 - August 2013
Skills
Public Speaking, Customer Service, Facebook, Event Planning, Marketing Communications, Social Media, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Teamwork, Social Media Marketing, Advertising
Education
Penn State University 2010 — 2014
Bachelor of Business Administration (BBA), Marketing
Institute for the International Education of Students (IES Abroad) Rome 2013 — 2013
Minor, International Business
Mount Saint Joseph Academy 2006 — 2010
Vanguard May 2014 - Present
Vanguard Charitable May 2013 - August 2013
Skills
Public Speaking, Customer Service, Facebook, Event Planning, Marketing Communications, Social Media, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Teamwork, Social Media Marketing, Advertising
Education
Penn State University 2010 — 2014
Bachelor of Business Administration (BBA), Marketing
Institute for the International Education of Students (IES Abroad) Rome 2013 — 2013
Minor, International Business
Mount Saint Joseph Academy 2006 — 2010
Jason Hannon, CFA Jason Hannon, CFA's Vanguard Experience July 2005 - May 2010
Job
Industry Financial Services
Experience
Emigrant Bank May 2014 - Present
Clarity ATS (A Division of Arbor Research & Trading) October 2013 - May 2014
Arbor Research and Trading May 2010 - May 2014
Vanguard July 2005 - May 2010
Education
CFA Institute 2007 — 2010
Certified Financial Planner Board of Standards Inc 2005 — 2007
Penn State University 2001 — 2005
BS
Emigrant Bank May 2014 - Present
Clarity ATS (A Division of Arbor Research & Trading) October 2013 - May 2014
Arbor Research and Trading May 2010 - May 2014
Vanguard July 2005 - May 2010
Education
CFA Institute 2007 — 2010
Certified Financial Planner Board of Standards Inc 2005 — 2007
Penn State University 2001 — 2005
BS
Brian Jaffe Brian Jaffe's Vanguard Experience February 2012 - Present
Job IT Manager at Vanguard
Industry Financial Services
Experience
Vanguard February 2012 - Present
Vanguard December 2009 - February 2012
United Way of Greater Philadelphia and Southern New Jersey August 2009 - December 2009
Vanguard January 2004 - August 2009
Vanguard January 1999 - January 2004
Unisys May 1997 - September 1999
Skills
IT Strategy, Mentoring, Leadership Development, Process Improvement, Project Management, Agile Methodologies, Management, Business Process..., Vendor Management, Program Management, IT Management, Project Portfolio...
Education
Penn State University
Bachelor of Science (BS), Industrial Engineering
Penn State University
Master of Science (MS), Information Technology
Saint Joseph's University
Master of Business Administration (MBA)
Vanguard February 2012 - Present
Vanguard December 2009 - February 2012
United Way of Greater Philadelphia and Southern New Jersey August 2009 - December 2009
Vanguard January 2004 - August 2009
Vanguard January 1999 - January 2004
Unisys May 1997 - September 1999
Skills
IT Strategy, Mentoring, Leadership Development, Process Improvement, Project Management, Agile Methodologies, Management, Business Process..., Vendor Management, Program Management, IT Management, Project Portfolio...
Education
Penn State University
Bachelor of Science (BS), Industrial Engineering
Penn State University
Master of Science (MS), Information Technology
Saint Joseph's University
Master of Business Administration (MBA)
William Turpin's Vanguard Experience October 2014 - Present
Job Voyager Select Services at Vanguard
Industry Financial Services
Experience
Vanguard October 2014 - Present
Vanguard January 2014 - October 2014
Center for Network Centric Cognition and Information Fusion (NC2IF) May 2013 - December 2013
Skills
Decision Analysis, Risk Assessment, Statistical Data..., Information Technology, Visual Analytics, Game Theory
Education
Penn State University 2008 — 2013
Security and Risk Analysis, Intelligence Analysis and Modeling
Vanguard October 2014 - Present
Vanguard January 2014 - October 2014
Center for Network Centric Cognition and Information Fusion (NC2IF) May 2013 - December 2013
Skills
Decision Analysis, Risk Assessment, Statistical Data..., Information Technology, Visual Analytics, Game Theory
Education
Penn State University 2008 — 2013
Security and Risk Analysis, Intelligence Analysis and Modeling
Brent Hillhouse, CIMA® Brent Hillhouse, CIMA®'s Vanguard Experience November 2009 - April 2012
Job Senior Account Management Professional
Industry Financial Services
Experience
Vanguard November 2009 - April 2012
Vanguard September 2004 - November 2009
Vanguard January 2003 - September 2004
Vanguard January 2001 - September 2003
Vanguard December 1999 - January 2001
Plum Financial Services September 1997 - December 1999
Vanguard January 1995 - September 1997
Vanguard January 1990 - January 1995
Skills
Asset Managment, Financial Analysis, Metrics, Equities, Series 6, Relationship Management, Strategic Planning, Data Analysis, 401k, Account Management, Series 7, Series 63, Financial Services, Management, Investments, Retirement Planning, Wealth Management, Investment Strategies, Entrepreneurship, CRM, ETFs, Asset Allocation, Investment Management, Client Services, Strategy, Alternative Investments, Securities, Hedge Funds, Portfolio Management, Retirement, Investment Advisory, Asset Management, Fixed Income, Mutual Funds
Education
St. Joseph's University 2002 — 2004
Graduate Business Certificate, Business Administration and Management, General
Penn State University 1980 — 1984
Bachelor of Science (B.S.), Finance
Vanguard November 2009 - April 2012
Vanguard September 2004 - November 2009
Vanguard January 2003 - September 2004
Vanguard January 2001 - September 2003
Vanguard December 1999 - January 2001
Plum Financial Services September 1997 - December 1999
Vanguard January 1995 - September 1997
Vanguard January 1990 - January 1995
Skills
Asset Managment, Financial Analysis, Metrics, Equities, Series 6, Relationship Management, Strategic Planning, Data Analysis, 401k, Account Management, Series 7, Series 63, Financial Services, Management, Investments, Retirement Planning, Wealth Management, Investment Strategies, Entrepreneurship, CRM, ETFs, Asset Allocation, Investment Management, Client Services, Strategy, Alternative Investments, Securities, Hedge Funds, Portfolio Management, Retirement, Investment Advisory, Asset Management, Fixed Income, Mutual Funds
Education
St. Joseph's University 2002 — 2004
Graduate Business Certificate, Business Administration and Management, General
Penn State University 1980 — 1984
Bachelor of Science (B.S.), Finance
Vicki Umhofer Vicki Umhofer's Vanguard Experience August 2011 - Present
Job Administrative Associate
Industry Financial Services
Experience
Vanguard August 2011 - Present
Take Charge Consultants, Inc. April 2010 - July 2011
AO North America 2008 - 2010
Complete Healthcare Communications January 1996 - June 2007
Skills
Project Management, Database Admin, Meeting Planning, Data Analysis, Budgets, Executive Support, Invoicing, Proposal Writing, Process Improvement, System Administration, SharePoint, Leadership, Project Coordination, Team Building
Education
Penn State University
English/Technical Writing
Vanguard August 2011 - Present
Take Charge Consultants, Inc. April 2010 - July 2011
AO North America 2008 - 2010
Complete Healthcare Communications January 1996 - June 2007
Skills
Project Management, Database Admin, Meeting Planning, Data Analysis, Budgets, Executive Support, Invoicing, Proposal Writing, Process Improvement, System Administration, SharePoint, Leadership, Project Coordination, Team Building
Education
Penn State University
English/Technical Writing
Jim Episcopo, CIMA® Jim Episcopo, CIMA®'s Vanguard Experience July 1996 - Present
Job Senior Investment Consultant
Industry Investment Management
Experience
Vanguard July 1996 - Present
PNC Financial Services Group 1985 - 1996
Skills
Asset Allocation, Portfolio Management, Investment Advisory..., Fiduciary Management, Investment Strategies, Leadership, Mutual Funds, Investments, Institutional..., Defined Benefit, Retirement, Series 63, Defined Contribution, Investment Advisory, Investment Management
Education
Penn State University
BS, Finance
Saint Joseph's University - Erivan K. Haub School of Business
MBA, Finance
University of Pennsylvania - The Wharton School
Certified Investment Management Analyst Program
Vanguard July 1996 - Present
PNC Financial Services Group 1985 - 1996
Skills
Asset Allocation, Portfolio Management, Investment Advisory..., Fiduciary Management, Investment Strategies, Leadership, Mutual Funds, Investments, Institutional..., Defined Benefit, Retirement, Series 63, Defined Contribution, Investment Advisory, Investment Management
Education
Penn State University
BS, Finance
Saint Joseph's University - Erivan K. Haub School of Business
MBA, Finance
University of Pennsylvania - The Wharton School
Certified Investment Management Analyst Program
Damon Gray, AIF(R), CIMA(R) Damon Gray, AIF(R), CIMA(R)'s Vanguard Experience February 1996 - March 2000
Job Managing Principal and Chief Compliance Officer
Industry Investment Management
Experience
Jura Investments August 2010 - Present
PNC Wealth Management March 2005 - May 2010
Corporation Service Company November 2002 - October 2004
TIAA-CREF March 2000 - June 2002
Vanguard February 1996 - March 2000
Vanguard January 1994 - February 1996
Vanguard March 1990 - January 1994
Skills
Asset Allocation, Asset Management, Investment Advisory, Institutional, 401k, Portfolio Management, Wealth Management, Financial Planning, Alternative Investments, Risk Management, Pensions, Hedge Funds, Asset Managment, Investment Management, Investments, Strategic Financial..., Strategy
Education
Penn State University 1999 — 2001
MS, Instructional Systems
Penn State University 1993 — 1995
MBA, Management
Penn State University 1985 — 1989
BA, History
Jura Investments August 2010 - Present
PNC Wealth Management March 2005 - May 2010
Corporation Service Company November 2002 - October 2004
TIAA-CREF March 2000 - June 2002
Vanguard February 1996 - March 2000
Vanguard January 1994 - February 1996
Vanguard March 1990 - January 1994
Skills
Asset Allocation, Asset Management, Investment Advisory, Institutional, 401k, Portfolio Management, Wealth Management, Financial Planning, Alternative Investments, Risk Management, Pensions, Hedge Funds, Asset Managment, Investment Management, Investments, Strategic Financial..., Strategy
Education
Penn State University 1999 — 2001
MS, Instructional Systems
Penn State University 1993 — 1995
MBA, Management
Penn State University 1985 — 1989
BA, History
Ryan Dickson (CISSP) Ryan Dickson (CISSP)'s Vanguard Experience May 2009 - August 2009
Job PKI Engineer at ProTegus, LLC
Industry Computer & Network Security
Experience
ProTegus, LLC December 2014 - Present
Booz Allen Hamilton August 2010 - November 2014
TEDxPSU April 2010 - December 2010
Vanguard May 2009 - August 2009
The Penn State Dance MaraTHON (THON) July 2008 - July 2009
Vanguard May 2008 - August 2008
Vanguard May 2007 - August 2007
Bristol-Myers Squibb Company May 2006 - August 2006
Skills
Analysis, Research, Documentation, Security, Information Assurance, Leadership, Network Security, CISSP, SharePoint, Access, Troubleshooting, Management, Software Documentation, Team Leadership, Program Management, Information Technology, Project Planning, Computer Security, Vulnerability Management, DoD, Integration, Information Security, FISMA, Vulnerability Assessment, IT Operations, PKI, Training, Information Security...
Education
University of Maryland University College 2014 — 2016
Master of Business Administration (M.B.A.), Cumulative GPA: 4.0 / 4.0
University of Maryland University College 2011 — 2014
Master’s Degree, Cybersecurity, Cumulative GPA: 4.0 / 4.0
Penn State University 2005 — 2010
Information Sciences and Technology, Information Technology, Information Security, Risk Analysis, and Labor Employment Relations, Cumulative GPA: 3.93 / 4.0
Pennsbury High School 2001 — 2005
ProTegus, LLC December 2014 - Present
Booz Allen Hamilton August 2010 - November 2014
TEDxPSU April 2010 - December 2010
Vanguard May 2009 - August 2009
The Penn State Dance MaraTHON (THON) July 2008 - July 2009
Vanguard May 2008 - August 2008
Vanguard May 2007 - August 2007
Bristol-Myers Squibb Company May 2006 - August 2006
Skills
Analysis, Research, Documentation, Security, Information Assurance, Leadership, Network Security, CISSP, SharePoint, Access, Troubleshooting, Management, Software Documentation, Team Leadership, Program Management, Information Technology, Project Planning, Computer Security, Vulnerability Management, DoD, Integration, Information Security, FISMA, Vulnerability Assessment, IT Operations, PKI, Training, Information Security...
Education
University of Maryland University College 2014 — 2016
Master of Business Administration (M.B.A.), Cumulative GPA: 4.0 / 4.0
University of Maryland University College 2011 — 2014
Master’s Degree, Cybersecurity, Cumulative GPA: 4.0 / 4.0
Penn State University 2005 — 2010
Information Sciences and Technology, Information Technology, Information Security, Risk Analysis, and Labor Employment Relations, Cumulative GPA: 3.93 / 4.0
Pennsbury High School 2001 — 2005
Joseph Vergnetti Joseph Vergnetti's Vanguard Experience April 2006 - April 2007
Job Data Lead II at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2014 - Present
Envestnet, Inc August 2012 - August 2013
Great-West Retirement Services July 2010 - August 2012
RAV-TEC Consulting, Inc. April 2007 - December 2008
Vanguard April 2006 - April 2007
Janney Montgomery Scott June 2005 - April 2006
Delaware Investments, a member of the Macquarie Group June 2002 - June 2005
Prudential Financial September 1997 - June 2002
Skills
Retirement Planning, Risk Management, Business Process..., Series 63, Accounting, Retirement, Business Analysis, Portfolio Management, Visio, Series 7, Mutual Funds, 401k, Vendor Management, Training, Process Improvement, Analysis, Access, Relationship Management, SDLC, CRM, Pensions, Testing, Securities, Financial Services
Education
Penn State University 1992 — 1995
Business Management
TIAA-CREF May 2014 - Present
Envestnet, Inc August 2012 - August 2013
Great-West Retirement Services July 2010 - August 2012
RAV-TEC Consulting, Inc. April 2007 - December 2008
Vanguard April 2006 - April 2007
Janney Montgomery Scott June 2005 - April 2006
Delaware Investments, a member of the Macquarie Group June 2002 - June 2005
Prudential Financial September 1997 - June 2002
Skills
Retirement Planning, Risk Management, Business Process..., Series 63, Accounting, Retirement, Business Analysis, Portfolio Management, Visio, Series 7, Mutual Funds, 401k, Vendor Management, Training, Process Improvement, Analysis, Access, Relationship Management, SDLC, CRM, Pensions, Testing, Securities, Financial Services
Education
Penn State University 1992 — 1995
Business Management
Joseph Carr's Vanguard Experience August 2005 - July 2011
Job Business Development Manager Endowments & Foundations at Aberdeen Asset Management
Industry Financial Services
Experience
Aberdeen Asset Management May 2014 - Present
Bow Tree Civic Association July 2008 - Present
Gesu School Events Committee January 2007 - Present
Aberdeen Asset Management July 2011 - May 2014
Vanguard August 2005 - July 2011
Junior Achievement April 2009 - June 2009
Vanguard September 2002 - August 2005
Vanguard August 1999 - September 2002
Vanguard Experience July 1994 - August 1999
Retail Investor Services October 1993 - July 1994
Skills
Series 63, Series 6, Series 7, Investments, Asset Allocation, Portfolio Management, Mutual Funds, Leadership, Business Planning, Pensions, CRM, Securities, Retirement, Investment Strategies, 401k, ERISA, Relationship Management, Management, Project Management
Education
Penn State University 1987 — 1991
Bachelor of Arts
Pennsylvania State University - University 1987 — 1991
Bachelor of Arts
Archbishop Kennedy HS 1984 — 1987
Aberdeen Asset Management May 2014 - Present
Bow Tree Civic Association July 2008 - Present
Gesu School Events Committee January 2007 - Present
Aberdeen Asset Management July 2011 - May 2014
Vanguard August 2005 - July 2011
Junior Achievement April 2009 - June 2009
Vanguard September 2002 - August 2005
Vanguard August 1999 - September 2002
Vanguard Experience July 1994 - August 1999
Retail Investor Services October 1993 - July 1994
Skills
Series 63, Series 6, Series 7, Investments, Asset Allocation, Portfolio Management, Mutual Funds, Leadership, Business Planning, Pensions, CRM, Securities, Retirement, Investment Strategies, 401k, ERISA, Relationship Management, Management, Project Management
Education
Penn State University 1987 — 1991
Bachelor of Arts
Pennsylvania State University - University 1987 — 1991
Bachelor of Arts
Archbishop Kennedy HS 1984 — 1987
Greg Kepner, AIF®, CRPS® Greg Kepner, AIF®, CRPS®'s Vanguard Experience May 2006 - September 2007
Job Internal Sales Manager Retirement Plan Sales at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors March 2014 - Present
Lincoln Financial Distributors October 2007 - March 2014
Vanguard May 2006 - September 2007
Vanguard June 2005 - April 2006
Skills
Series 6, Series 63, 401k, Defined Contribution, Series 7, AIF, Mutual Funds, Defined Benefit, Qualified Retirement..., Finance, ETFs, Bloomberg, Series 26, Life & Health Insurance...
Education
Penn State University 2001 — 2005
BS, Finance
Lincoln Financial Distributors March 2014 - Present
Lincoln Financial Distributors October 2007 - March 2014
Vanguard May 2006 - September 2007
Vanguard June 2005 - April 2006
Skills
Series 6, Series 63, 401k, Defined Contribution, Series 7, AIF, Mutual Funds, Defined Benefit, Qualified Retirement..., Finance, ETFs, Bloomberg, Series 26, Life & Health Insurance...
Education
Penn State University 2001 — 2005
BS, Finance
Lance Margolis's Vanguard Experience May 2014 - July 2015
Job Sales at Hartford Funds
Industry Financial Services
Experience
Hartford Funds July 2015 - Present
Vanguard May 2014 - July 2015
New Jersey Office of the Attorney General, Financial Crimes September 2013 - May 2014
Vanguard September 2010 - May 2014
Delaware Journal of Corporate Law March 2012 - May 2013
Vanguard July 2008 - September 2010
Vanguard September 2006 - July 2008
First Financial Group / MassMutual 2005 - 2006
Merrill Lynch June 2004 - August 2004
Skills
Mutual Funds, Series 7, Series 63, FINRA, Securities, Legal Research, Investments, Finance, Financial Services, AML, Legal Writing, Corporate Law, Trading, Investment Advisory, Bonds, ETFs, Series 6, Alternative Investments, Securities Regulation, Stocks, Fixed Annuities, Compliance, Series 65, Term Life Insurance, Insurance, Anti Money Laundering, Restricted Stock, Private Placements, Disability Insurance, Whole Life, Annuities, Management, Leadership, Risk Management
Education
Widener University School of Law 2009 — 2013
JD
Penn State University 2000 — 2005
BS, Economics
Hartford Funds July 2015 - Present
Vanguard May 2014 - July 2015
New Jersey Office of the Attorney General, Financial Crimes September 2013 - May 2014
Vanguard September 2010 - May 2014
Delaware Journal of Corporate Law March 2012 - May 2013
Vanguard July 2008 - September 2010
Vanguard September 2006 - July 2008
First Financial Group / MassMutual 2005 - 2006
Merrill Lynch June 2004 - August 2004
Skills
Mutual Funds, Series 7, Series 63, FINRA, Securities, Legal Research, Investments, Finance, Financial Services, AML, Legal Writing, Corporate Law, Trading, Investment Advisory, Bonds, ETFs, Series 6, Alternative Investments, Securities Regulation, Stocks, Fixed Annuities, Compliance, Series 65, Term Life Insurance, Insurance, Anti Money Laundering, Restricted Stock, Private Placements, Disability Insurance, Whole Life, Annuities, Management, Leadership, Risk Management
Education
Widener University School of Law 2009 — 2013
JD
Penn State University 2000 — 2005
BS, Economics
Jessica Clancy's Vanguard Experience October 2012 - Present
Job ETF Product Manager Senior Trader at Vanguard
Industry Financial Services
Experience
Vanguard October 2012 - Present
Vanguard January 2011 - October 2012
Bank of America January 2010 - January 2011
AccuWeather January 2008 - December 2009
Skills
Bloomberg, Options, Equity Trading, Portfolio Management, ThomsonOne, Mutual Funds, Series 63, Investments, Equities, Series 7, Trading, Finance, Personal Finance, ETFs, Asset Allocation, Brokerage, Sales Management, CRM, Leadership
Education
Villanova University 2012 — 2014
M.B.A., Finance, Strategy, International Business
Penn State University 2004 — 2007
B.A., Telecommunications/Business
Vanguard October 2012 - Present
Vanguard January 2011 - October 2012
Bank of America January 2010 - January 2011
AccuWeather January 2008 - December 2009
Skills
Bloomberg, Options, Equity Trading, Portfolio Management, ThomsonOne, Mutual Funds, Series 63, Investments, Equities, Series 7, Trading, Finance, Personal Finance, ETFs, Asset Allocation, Brokerage, Sales Management, CRM, Leadership
Education
Villanova University 2012 — 2014
M.B.A., Finance, Strategy, International Business
Penn State University 2004 — 2007
B.A., Telecommunications/Business
Brian Kunka Brian Kunka's Vanguard Experience June 2013 - Present
Job Adjustments Associate at Vanguard
Industry Financial Services
Experience
Vanguard June 2013 - Present
Education
Penn State University 2008 — 2012
Bachelor of Science (B.S.), Finance
Vanguard June 2013 - Present
Education
Penn State University 2008 — 2012
Bachelor of Science (B.S.), Finance
David Pakula David Pakula's Vanguard Experience January 2013 - Present
Job Financial modeler, equity and fixed income forecaster, researcher, writer, programmer, investment analyst
Industry Financial Services
Experience
Vanguard January 2013 - Present
Vanguard January 2011 - December 2012
Vanguard June 2009 - December 2010
Oppenheimer & Co. May 2007 - August 2008
Skills
Investments, Mutual Funds, Capital Markets, Financial Analysis, VBA, SAS, Bloomberg Terminal, Access, Matlab, Parallel Computing, STATA, SQL, R (still learning), C++ (still learning), Datastream, Fixed Income, Portfolio Management, Finance, Financial Modeling, Equities, Bloomberg, Microsoft Excel, EViews, Valuation, Data Analysis, Investment Strategies, Analysis, Financial Services, FRB/US, Asset Management, Options, Asset Allocation, Risk Management, Leadership, Economics, Derivatives, Mergers & Acquisitions, Securities, Hedge Funds, Due Diligence
Education
Penn State University 2005 — 2009
Bachelor of Science (B.S.), Finance, General
Vanguard January 2013 - Present
Vanguard January 2011 - December 2012
Vanguard June 2009 - December 2010
Oppenheimer & Co. May 2007 - August 2008
Skills
Investments, Mutual Funds, Capital Markets, Financial Analysis, VBA, SAS, Bloomberg Terminal, Access, Matlab, Parallel Computing, STATA, SQL, R (still learning), C++ (still learning), Datastream, Fixed Income, Portfolio Management, Finance, Financial Modeling, Equities, Bloomberg, Microsoft Excel, EViews, Valuation, Data Analysis, Investment Strategies, Analysis, Financial Services, FRB/US, Asset Management, Options, Asset Allocation, Risk Management, Leadership, Economics, Derivatives, Mergers & Acquisitions, Securities, Hedge Funds, Due Diligence
Education
Penn State University 2005 — 2009
Bachelor of Science (B.S.), Finance, General
Aaron Roda Aaron Roda's Vanguard Experience January 2014 - Present
Job Institutional Investor Group at Vanguard
Industry Financial Services
Experience
Vanguard January 2014 - Present
Natural Stoneworks May 2010 - March 2012
Skills
Leadership, Team Management, Financial Analysis, Economic Modeling, Business Strategy, Statistical Data..., English, Spanish, Event Planning, Criminology, Civil Litigation, Microsoft Office, Social Media, Java, C++
Education
Penn State University 2009 — 2013
Bachelor of Science (B.S.), Economics
Penn State University 2009 — 2013
Bachelor of Science (B.S.), Crime, Law, and Justice
Hempfield High School 2005 — 2009
Vanguard January 2014 - Present
Natural Stoneworks May 2010 - March 2012
Skills
Leadership, Team Management, Financial Analysis, Economic Modeling, Business Strategy, Statistical Data..., English, Spanish, Event Planning, Criminology, Civil Litigation, Microsoft Office, Social Media, Java, C++
Education
Penn State University 2009 — 2013
Bachelor of Science (B.S.), Economics
Penn State University 2009 — 2013
Bachelor of Science (B.S.), Crime, Law, and Justice
Hempfield High School 2005 — 2009
Anthony DiNatale Anthony DiNatale's Vanguard Experience May 2014 - Present
Job Vanguard
Industry Financial Services
Experience
Vanguard May 2014 - Present
AAA Mid-Atlantic April 2012 - May 2014
Nationwide Insurance June 2010 - April 2012
Skills
Property & Casualty..., Customer Satisfaction, Customer Service, Team Building, Multi Tasking, Work Independently with..., Sales, Claims Handling, Large Volume, Microsoft Office, Outlook, Umbrella Insurance, Business Analysis, Microsoft Excel
Education
Penn State University 2006 — 2010
Bachelor of Science (B.S.), Business Administration and Management
Vanguard May 2014 - Present
AAA Mid-Atlantic April 2012 - May 2014
Nationwide Insurance June 2010 - April 2012
Skills
Property & Casualty..., Customer Satisfaction, Customer Service, Team Building, Multi Tasking, Work Independently with..., Sales, Claims Handling, Large Volume, Microsoft Office, Outlook, Umbrella Insurance, Business Analysis, Microsoft Excel
Education
Penn State University 2006 — 2010
Bachelor of Science (B.S.), Business Administration and Management
Michael Speakman, CFP® Michael Speakman, CFP®'s Vanguard Experience March 2015 - Present
Job Financial Advisor at Vanguard Personal Advisor Services
Industry Financial Services
Experience
Vanguard March 2015 - Present
Vanguard June 2013 - February 2015
Vanguard June 2012 - May 2013
The Speakman Financial Group June 2006 - June 2012
The Pennsylvania State Marketing Association August 2009 - August 2011
Quaker Steak & Lube 2006 - 2008
Skills
Excel, Public Speaking, Customer Relations, PowerPoint, Research, Social Networking, Microsoft Office, Microsoft Word, Customer Service, Microsoft Excel, Time Management, Data Analysis, Marketing, Financial Analysis
Education
Penn State University 2008 — 2012
BS, Finance
Vanguard March 2015 - Present
Vanguard June 2013 - February 2015
Vanguard June 2012 - May 2013
The Speakman Financial Group June 2006 - June 2012
The Pennsylvania State Marketing Association August 2009 - August 2011
Quaker Steak & Lube 2006 - 2008
Skills
Excel, Public Speaking, Customer Relations, PowerPoint, Research, Social Networking, Microsoft Office, Microsoft Word, Customer Service, Microsoft Excel, Time Management, Data Analysis, Marketing, Financial Analysis
Education
Penn State University 2008 — 2012
BS, Finance
Camina Davis Camina Davis's Vanguard Experience December 2007 - October 2010
Job IT Strategy & Transformation Business Analyst at Shire
Industry Pharmaceuticals
Experience
Shire May 2014 - Present
Shire April 2011 - May 2014
Vanguard December 2007 - October 2010
Vanguard September 2005 - December 2007
Vanguard August 2004 - September 2005
Sovereign Bank May 2001 - December 2003
Skills
Microsoft Office, Management, Microsoft Excel, Sales, Microsoft Word, Leadership, PowerPoint, Research, Training, Process Improvement, Entrepreneurship, Youth Development, Youth Leadership..., Youth Mentoring, Youth Ministry, Teaching, Financial Reporting
Education
Penn State University
BS Business Financial Services
Shire May 2014 - Present
Shire April 2011 - May 2014
Vanguard December 2007 - October 2010
Vanguard September 2005 - December 2007
Vanguard August 2004 - September 2005
Sovereign Bank May 2001 - December 2003
Skills
Microsoft Office, Management, Microsoft Excel, Sales, Microsoft Word, Leadership, PowerPoint, Research, Training, Process Improvement, Entrepreneurship, Youth Development, Youth Leadership..., Youth Mentoring, Youth Ministry, Teaching, Financial Reporting
Education
Penn State University
BS Business Financial Services
Tony Sims Tony Sims's Vanguard Experience 2001 - 2005
Job Business Development Consultant at Ascensus
Industry Financial Services
Experience
Ascensus April 2012 - Present
Ascensus 2007 - 2012
Ascensus 2005 - 2007
Vanguard 2001 - 2005
Vanguard 1999 - 2001
Skills
Retirement Plan..., 401k, Manage Client..., Investments, Pensions, Relationship Management, Retirement Planning, Financial Services, Mutual Funds, Retirement, Series 6, Asset Allocation, Finance, Management, Series 63, Wealth Management
Education
Penn State University
Bachelor of Arts (B.A.)
Ascensus April 2012 - Present
Ascensus 2007 - 2012
Ascensus 2005 - 2007
Vanguard 2001 - 2005
Vanguard 1999 - 2001
Skills
Retirement Plan..., 401k, Manage Client..., Investments, Pensions, Relationship Management, Retirement Planning, Financial Services, Mutual Funds, Retirement, Series 6, Asset Allocation, Finance, Management, Series 63, Wealth Management
Education
Penn State University
Bachelor of Arts (B.A.)
Craig Waverka, PMP Craig Waverka, PMP's Vanguard Experience February 1999 - November 1999
Job Director, Global Systems Development at IMS Health
Industry Information Technology and Services
Experience
IMS Health February 2014 - Present
IMS Health January 2012 - February 2014
IMS Health October 2009 - January 2012
IMS Health January 2005 - October 2009
WBS Consulting Group May 2000 - September 2005
Siemens Medical Solutions August 2003 - December 2004
CoreTech Consulting Group November 1999 - August 2000
Vanguard February 1999 - November 1999
Lockheed Martin June 1997 - June 1999
United States Air Force April 1991 - December 1996
Skills
PMO, Architecture, Data Warehousing, Business Intelligence, SDLC, Software Project..., Requirements Analysis, Business Analysis, Program Management, Cross-functional Team..., PMP, Enterprise Architecture, ETL, IT Strategy, Agile Project Management, Outsourcing, Oracle, Project Portfolio..., Solution Architecture, Project Management, Global Delivery, Analytics, Business Process, Integration, Master Data Management, Business Process..., Data Integration
Education
University of Maryland University College 1993 — 1996
M.S., Computer Systems Management
Penn State University 1986 — 1990
B.S., Metallurgical Engineering
IMS Health February 2014 - Present
IMS Health January 2012 - February 2014
IMS Health October 2009 - January 2012
IMS Health January 2005 - October 2009
WBS Consulting Group May 2000 - September 2005
Siemens Medical Solutions August 2003 - December 2004
CoreTech Consulting Group November 1999 - August 2000
Vanguard February 1999 - November 1999
Lockheed Martin June 1997 - June 1999
United States Air Force April 1991 - December 1996
Skills
PMO, Architecture, Data Warehousing, Business Intelligence, SDLC, Software Project..., Requirements Analysis, Business Analysis, Program Management, Cross-functional Team..., PMP, Enterprise Architecture, ETL, IT Strategy, Agile Project Management, Outsourcing, Oracle, Project Portfolio..., Solution Architecture, Project Management, Global Delivery, Analytics, Business Process, Integration, Master Data Management, Business Process..., Data Integration
Education
University of Maryland University College 1993 — 1996
M.S., Computer Systems Management
Penn State University 1986 — 1990
B.S., Metallurgical Engineering
James Scarola's Vanguard Experience January 2013 - Present
Job Senior UX Strategist/Architect at the Vanguard Group
Industry Information Technology and Services
Experience
Vanguard January 2013 - Present
Vanguard May 2009 - December 2012
Vanguard 2007 - March 2009
Penn State Univeristy College of IST September 2003 - March 2007
The Vanguard Group June 2006 - August 2006
Vis.Align May 2005 - August 2005
2nd Door Enterprises December 2000 - 2005
Skills
User-centered Design, User Experience, Information Architecture, Web Design, Usability Testing, Human-computer..., Visio, Personas, Card Sorting, Wire Framing, Contextual Inquiry, Design Strategy, HTML, Dreamweaver, Usability Design, Site Maps, User Scenarios, User Interface Design, CSS, Heuristic Evaluation, Web Analytics, Information Design, Persona, Mobile Applications, Usability, Human Computer...
Education
Penn State University 2003 — 2007
B.S., Information Sciences & Technology
Penn State University 2003 — 2007
Bachelor of Science (BS), Information Sciences & Technology (IST)
Vanguard January 2013 - Present
Vanguard May 2009 - December 2012
Vanguard 2007 - March 2009
Penn State Univeristy College of IST September 2003 - March 2007
The Vanguard Group June 2006 - August 2006
Vis.Align May 2005 - August 2005
2nd Door Enterprises December 2000 - 2005
Skills
User-centered Design, User Experience, Information Architecture, Web Design, Usability Testing, Human-computer..., Visio, Personas, Card Sorting, Wire Framing, Contextual Inquiry, Design Strategy, HTML, Dreamweaver, Usability Design, Site Maps, User Scenarios, User Interface Design, CSS, Heuristic Evaluation, Web Analytics, Information Design, Persona, Mobile Applications, Usability, Human Computer...
Education
Penn State University 2003 — 2007
B.S., Information Sciences & Technology
Penn State University 2003 — 2007
Bachelor of Science (BS), Information Sciences & Technology (IST)
Joseph Bonnette Joseph Bonnette's Vanguard Experience February 2001 - November 2004
Job Teacher/Department Chair at Chester County Intermediate Unit
Industry E-Learning
Experience
Chester County Intermediate Unit August 2014 - Present
21st Century Cyber Charter School February 2013 - August 2014
21st Century Cyber Charter School November 2004 - February 2013
Vanguard February 2001 - November 2004
Skills
E-Learning, Educational Technology, Instructional Technology, Instructional Design, Learning Management, Distance Learning, Learning Management..., Adult Education, Moodle, Blended Learning, ADDIE, Needs Analysis, Instructor-led Training, Teaching, Curriculum Development, Curriculum Design, Staff Development
Education
Penn State University 2006 — 2011
Master of Education (M.Ed.), Instructional Systems Design (Educational Technology)
University of Scranton 1996 — 2000
Bachelor of Science (BS), Secondary Education and Teaching
Chester County Intermediate Unit August 2014 - Present
21st Century Cyber Charter School February 2013 - August 2014
21st Century Cyber Charter School November 2004 - February 2013
Vanguard February 2001 - November 2004
Skills
E-Learning, Educational Technology, Instructional Technology, Instructional Design, Learning Management, Distance Learning, Learning Management..., Adult Education, Moodle, Blended Learning, ADDIE, Needs Analysis, Instructor-led Training, Teaching, Curriculum Development, Curriculum Design, Staff Development
Education
Penn State University 2006 — 2011
Master of Education (M.Ed.), Instructional Systems Design (Educational Technology)
University of Scranton 1996 — 2000
Bachelor of Science (BS), Secondary Education and Teaching
Shane Sturgis Shane Sturgis's Vanguard Experience October 2014 - June 2015
Job Analyst at Hamilton Lane
Industry Financial Services
Experience
Hamilton Lane June 2015 - Present
Vanguard October 2014 - June 2015
Boston Cannons July 2014 - December 2014
Lacrosse Evolution June 2011 - August 2014
Team Philadelphia June 2010 - July 2014
Scungio Borst & Associates July 2012 - August 2012
Skills
Microsoft Word, Microsoft Excel, Athletics, Coaching, Leadership, Sports Management, Wellness, Media Relations, Social Networking, Sports, Territory Management, Microsoft Office, Social Media, Lacrosse, Team Building, Corporate Gifts, Budgets, Sports Marketing, Trade Shows, Management, Event Planning, Fundraising, Sports Coaching, Athletic Training, Event Management
Education
Penn State University 2010 — 2014
BA, Parks, Recreation and Leisure Facilities Management
Downingtown East
Hamilton Lane June 2015 - Present
Vanguard October 2014 - June 2015
Boston Cannons July 2014 - December 2014
Lacrosse Evolution June 2011 - August 2014
Team Philadelphia June 2010 - July 2014
Scungio Borst & Associates July 2012 - August 2012
Skills
Microsoft Word, Microsoft Excel, Athletics, Coaching, Leadership, Sports Management, Wellness, Media Relations, Social Networking, Sports, Territory Management, Microsoft Office, Social Media, Lacrosse, Team Building, Corporate Gifts, Budgets, Sports Marketing, Trade Shows, Management, Event Planning, Fundraising, Sports Coaching, Athletic Training, Event Management
Education
Penn State University 2010 — 2014
BA, Parks, Recreation and Leisure Facilities Management
Downingtown East
Raymond Wiegand Raymond Wiegand's Vanguard Experience July 2014 - Present
Job Senior Risk Analyst at Vanguard
Industry Financial Services
Experience
Vanguard July 2014 - Present
Vanguard August 2013 - July 2014
Vanguard January 2012 - July 2013
Vanguard February 2008 - December 2011
Vanguard January 2007 - February 2008
Vanguard November 2005 - December 2006
Vanguard June 2005 - November 2005
Vanguard June 2000 - May 2005
Vanguard March 1999 - May 2000
Skills
Finance, Risk Management, Investments, Financial Services, Leadership, Process Improvement, Equity Trading, Option Trading, Market Structure, Best Execution, Project Management, Third Party Vendor..., Customer Service, Microsoft Office, Series 63, Series 7, Mutual Funds, Options, Equities, Securities, ETFs, Relationship Management, Trading
Education
Penn State University 2012 — 2018
Pursuing BS in Organizational Leadership, Organizational Leadership
Garnet Valley High School 1991 — 1995
Vanguard July 2014 - Present
Vanguard August 2013 - July 2014
Vanguard January 2012 - July 2013
Vanguard February 2008 - December 2011
Vanguard January 2007 - February 2008
Vanguard November 2005 - December 2006
Vanguard June 2005 - November 2005
Vanguard June 2000 - May 2005
Vanguard March 1999 - May 2000
Skills
Finance, Risk Management, Investments, Financial Services, Leadership, Process Improvement, Equity Trading, Option Trading, Market Structure, Best Execution, Project Management, Third Party Vendor..., Customer Service, Microsoft Office, Series 63, Series 7, Mutual Funds, Options, Equities, Securities, ETFs, Relationship Management, Trading
Education
Penn State University 2012 — 2018
Pursuing BS in Organizational Leadership, Organizational Leadership
Garnet Valley High School 1991 — 1995
Don Sullivan Don Sullivan's Vanguard Experience June 2012 - February 2013
Job Assistant Vice President Dedicated Market Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2015 - Present
Merrill Lynch February 2013 - March 2015
Vanguard June 2012 - February 2013
OppenheimerFunds May 2011 - August 2011
Skills
Financial Analysis, Series 7, Series 63, Series 66, Independent Financial..., Entrepreneurial Finance
Education
Penn State University 2008 — 2012
Undergraduate, Business Management
University of Limerick
Merrill Lynch March 2015 - Present
Merrill Lynch February 2013 - March 2015
Vanguard June 2012 - February 2013
OppenheimerFunds May 2011 - August 2011
Skills
Financial Analysis, Series 7, Series 63, Series 66, Independent Financial..., Entrepreneurial Finance
Education
Penn State University 2008 — 2012
Undergraduate, Business Management
University of Limerick
LaTanya Hill's Vanguard Experience April 1999 - September 2000
Job Talent Acquisiton Specialist at ICONplc
Industry Pharmaceuticals
Experience
ICON plc April 2012 - Present
Yoh September 2006 - January 2012
Volt Services Group February 2006 - September 2006
Olsten Staffing Services December 2004 - December 2005
PFPC September 2000 - November 2003
Vanguard April 1999 - September 2000
Vanguard September 1996 - April 1999
Skills
Technical Recruiting, Recruiting, CTMS, Applicant Tracking..., Management, Talent Acquisition, SDLC, Cross-functional Team..., CRM, Training, Human Resources, Pharmaceutical Industry
Education
Penn State University
BS Business Management
Suffolk University - Sawyer Business School
Executive MBA
ICON plc April 2012 - Present
Yoh September 2006 - January 2012
Volt Services Group February 2006 - September 2006
Olsten Staffing Services December 2004 - December 2005
PFPC September 2000 - November 2003
Vanguard April 1999 - September 2000
Vanguard September 1996 - April 1999
Skills
Technical Recruiting, Recruiting, CTMS, Applicant Tracking..., Management, Talent Acquisition, SDLC, Cross-functional Team..., CRM, Training, Human Resources, Pharmaceutical Industry
Education
Penn State University
BS Business Management
Suffolk University - Sawyer Business School
Executive MBA
Nadia (Moro) Zinno's Vanguard Experience April 2012 - Present
Job Manager, UX Group at Vanguard
Industry Investment Management
Experience
Vanguard April 2012 - Present
The Vanguard Group 1999 - Present
Vanguard April 2005 - April 2012
Dow Jones Newswires August 1995 - June 1999
Fosters Daily Democrat 1991 - 1995
Suburban Newspaper Group 1988 - 1991
CIGNA 1987 - 1988
Standard-Speaker Newspaper 1984 - 1987
Education
Penn State University 1980 — 1984
Vanguard April 2012 - Present
The Vanguard Group 1999 - Present
Vanguard April 2005 - April 2012
Dow Jones Newswires August 1995 - June 1999
Fosters Daily Democrat 1991 - 1995
Suburban Newspaper Group 1988 - 1991
CIGNA 1987 - 1988
Standard-Speaker Newspaper 1984 - 1987
Education
Penn State University 1980 — 1984
David Franz's Vanguard Experience June 2004 - September 2005
Job Manager, Compensation and Benefits at Balfour Beatty Investments, Inc
Industry Human Resources
Experience
Balfour Beatty Investments September 2014 - Present
Balfour Beatty Investments May 2008 - September 2014
Professional Capital Services August 2007 - May 2008
The Vanguard Group 2005 - 2007
Vanguard June 2004 - September 2005
Vanguard July 2002 - June 2004
Vanguard January 2000 - July 2002
Vanguard August 1998 - January 2000
Ascensus (BISYS Plan Services) 1997 - 1998
Skills
Employee Relations, Retirement Planning, Analysis, Strategic Planning, Contract Negotiation, Applicant Tracking..., Talent Acquisition, 401k, Negotiation, Employee Benefits, Operations Management, Human Resources, Training, Process Improvement, Project Planning, Compensation & Benefit, FMLA, Personnel Management, HR Policies, Project Management, Onboarding, Team Building, Payroll, Benefits Administration, Microsoft Excel, HRIS, Microsoft Office, Budgets, Outlook, Succession Planning, Workers Compensation, Management, Performance Management, Customer Service, Recruiting, Contract Management, New Hire Orientations, Team Leadership, Deferred Compensation, Program Management, Labor Relations, Talent Management
Education
Penn State University 1990 — 1995
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities
Balfour Beatty Investments September 2014 - Present
Balfour Beatty Investments May 2008 - September 2014
Professional Capital Services August 2007 - May 2008
The Vanguard Group 2005 - 2007
Vanguard June 2004 - September 2005
Vanguard July 2002 - June 2004
Vanguard January 2000 - July 2002
Vanguard August 1998 - January 2000
Ascensus (BISYS Plan Services) 1997 - 1998
Skills
Employee Relations, Retirement Planning, Analysis, Strategic Planning, Contract Negotiation, Applicant Tracking..., Talent Acquisition, 401k, Negotiation, Employee Benefits, Operations Management, Human Resources, Training, Process Improvement, Project Planning, Compensation & Benefit, FMLA, Personnel Management, HR Policies, Project Management, Onboarding, Team Building, Payroll, Benefits Administration, Microsoft Excel, HRIS, Microsoft Office, Budgets, Outlook, Succession Planning, Workers Compensation, Management, Performance Management, Customer Service, Recruiting, Contract Management, New Hire Orientations, Team Leadership, Deferred Compensation, Program Management, Labor Relations, Talent Management
Education
Penn State University 1990 — 1995
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities
Abbe Fox's Vanguard Experience August 2006 - Present
Job Associate Consultant at Vanguard
Industry Financial Services
Experience
Vanguard August 2006 - Present
Vanguard June 2004 - August 2006
Skills
Financial Services, Relationship Management, Mutual Funds
Education
Pennsylvania State University- University Park 1988 — 1993
Vanguard August 2006 - Present
Vanguard June 2004 - August 2006
Skills
Financial Services, Relationship Management, Mutual Funds
Education
Pennsylvania State University- University Park 1988 — 1993
Benjamin Bohanko (work)'s Vanguard Experience December 2007 - April 2011
Job Mutual Fund Relationship Manager
Industry Financial Services
Experience
The Vanguard Group April 2011 - Present
Vanguard December 2007 - April 2011
Vanguard December 2005 - December 2007
Education
Pennsylvania State University 1998 — 2003
Bachelor of Science (B.S.), Mangement
The Vanguard Group April 2011 - Present
Vanguard December 2007 - April 2011
Vanguard December 2005 - December 2007
Education
Pennsylvania State University 1998 — 2003
Bachelor of Science (B.S.), Mangement
Grace McMullen's Vanguard Experience November 2007 - May 2009
Job Operations Manager at Continuous Home Care Inc.
Industry Hospital & Health Care
Experience
Continuous Home Care Inc. November 2014 - Present
Zumba Fitness January 2011 - December 2014
Continuous Home Care Inc. April 2012 - November 2014
CHC Immunization and Travel Health October 2010 - June 2014
Continuous Home Care Inc. October 2010 - April 2012
Neumann University June 2009 - January 2011
Vanguard November 2007 - May 2009
Marketing Companies January 2005 - February 2009
WIC December 2006 - April 2007
Penn State University December 2006 - April 2007
Skills
Healthcare, Training, Research, Marketing, Management, Nutrition, Program Management, Prevention, Rehabilitation, Program Development, Treatment, Wellness, Public Speaking, Community Outreach, Administration
Education
Penn State University 2002 — 2007
Bachelor's, Human Development and Family Studies
Continuous Home Care Inc. November 2014 - Present
Zumba Fitness January 2011 - December 2014
Continuous Home Care Inc. April 2012 - November 2014
CHC Immunization and Travel Health October 2010 - June 2014
Continuous Home Care Inc. October 2010 - April 2012
Neumann University June 2009 - January 2011
Vanguard November 2007 - May 2009
Marketing Companies January 2005 - February 2009
WIC December 2006 - April 2007
Penn State University December 2006 - April 2007
Skills
Healthcare, Training, Research, Marketing, Management, Nutrition, Program Management, Prevention, Rehabilitation, Program Development, Treatment, Wellness, Public Speaking, Community Outreach, Administration
Education
Penn State University 2002 — 2007
Bachelor's, Human Development and Family Studies
Shayna M. Beck's Vanguard Experience August 2004 - January 2012
Job Retail Marketing at Vanguard
Industry Financial Services
Experience
Vanguard August 2004 - January 2012
Vanguard August 2002 - July 2004
Vanguard August 1998 - July 2002
Education
Widener University School of Law 2000 — 2004
J.D.
Pennsylvania State University 1994 — 1998
B.S., Actuarial Science
Vanguard August 2004 - January 2012
Vanguard August 2002 - July 2004
Vanguard August 1998 - July 2002
Education
Widener University School of Law 2000 — 2004
J.D.
Pennsylvania State University 1994 — 1998
B.S., Actuarial Science
Shawn Acker's Vanguard Experience April 2015 - Present
Job Expert CSSBB Black Belt Project Manager at Vanguard
Industry Financial Services
Experience
Vanguard April 2015 - Present
Vanguard August 2013 - April 2015
Vanguard July 2011 - July 2013
Vanguard January 2009 - July 2011
Vanguard March 2006 - January 2009
Vanguard 2004 - 2006
Vanguard 2002 - 2004
Vanguard 2000 - 2002
Skills
Finance, Project Management, Strategy, Cash Management, Mutual Funds, Financial Analysis, Investments, Financial Services, Six Sigma, Consulting, Business Process Mapping, Metrics Reporting, Dashboard Metrics
Education
Saint Joseph's University 2007 — 2011
Master of Business Administration (M.B.A.), Finance
Penn State University 1996 — 2000
Bachelor of Science (B.S.), Finance
Vanguard April 2015 - Present
Vanguard August 2013 - April 2015
Vanguard July 2011 - July 2013
Vanguard January 2009 - July 2011
Vanguard March 2006 - January 2009
Vanguard 2004 - 2006
Vanguard 2002 - 2004
Vanguard 2000 - 2002
Skills
Finance, Project Management, Strategy, Cash Management, Mutual Funds, Financial Analysis, Investments, Financial Services, Six Sigma, Consulting, Business Process Mapping, Metrics Reporting, Dashboard Metrics
Education
Saint Joseph's University 2007 — 2011
Master of Business Administration (M.B.A.), Finance
Penn State University 1996 — 2000
Bachelor of Science (B.S.), Finance
J. Matthew Crawford's Vanguard Experience July 2012 - Present
Job Data Analyst, Vanguard Investor Trading Services
Industry Investment Management
Experience
Vanguard July 2012 - Present
The Vanguard Group March 2008 - July 2012
State Farm Insurance September 2003 - March 2008
Morgan Stanley Dean Witter June 2000 - September 2003
Skills
Series 7, Financial Services, Trading, Series 63, Bloomberg, Microsoft Excel, FINRA, Options, Equities, Life Insurance, Equity Trading, Mutual Funds, Investments, Financial Analysis
Education
Penn State University 1998 — 2001
B.S. Business, Finance & Management
Purdue University 1997 — 1998
Engineering
Vanguard July 2012 - Present
The Vanguard Group March 2008 - July 2012
State Farm Insurance September 2003 - March 2008
Morgan Stanley Dean Witter June 2000 - September 2003
Skills
Series 7, Financial Services, Trading, Series 63, Bloomberg, Microsoft Excel, FINRA, Options, Equities, Life Insurance, Equity Trading, Mutual Funds, Investments, Financial Analysis
Education
Penn State University 1998 — 2001
B.S. Business, Finance & Management
Purdue University 1997 — 1998
Engineering
Tim Hartey's Vanguard Experience September 1999 - Present
Job Vanguard
Industry Financial Services
Experience
Vanguard September 1999 - Present
Vanguard 1999 - 2009
Waste Management May 1996 - February 1998
Skills
SDLC, Agile Methodologies
Education
Penn State University 1991 — 1995
BS, Computer Science
Vanguard September 1999 - Present
Vanguard 1999 - 2009
Waste Management May 1996 - February 1998
Skills
SDLC, Agile Methodologies
Education
Penn State University 1991 — 1995
BS, Computer Science
Steven Slokom's Vanguard Experience December 2012 - Present
Job Senior Software Developer at Vanguard
Industry Financial Services
Experience
Vanguard December 2012 - Present
Vanguard June 2007 - December 2012
Vanguard June 2006 - June 2007
Vanguard May 2005 - June 2006
Skills
HTML, JavaScript, CSS, XML, XPages, Dojo, YUI, jQuery, Java, LotusScript, Visual Basic, Lotus Notes, Lotus Domino, Eclipse, Servlets, Team Studio, Subversion, Sametime, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Project Management, Process Improvement, Windows, Linux
Education
Penn State University 1999 — 2003
B.S., Computer Science
Vanguard December 2012 - Present
Vanguard June 2007 - December 2012
Vanguard June 2006 - June 2007
Vanguard May 2005 - June 2006
Skills
HTML, JavaScript, CSS, XML, XPages, Dojo, YUI, jQuery, Java, LotusScript, Visual Basic, Lotus Notes, Lotus Domino, Eclipse, Servlets, Team Studio, Subversion, Sametime, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Project Management, Process Improvement, Windows, Linux
Education
Penn State University 1999 — 2003
B.S., Computer Science
Amanda Zarkoski's Vanguard Experience January 2014 - March 2015
Job Senior Analyst, Global Procurement at Teva Pharmaceuticals
Industry Marketing and Advertising
Experience
Teva Pharmaceuticals April 2015 - Present
Vanguard January 2014 - March 2015
Independant Consulting January 2007 - January 2014
Merck & Co., Inc. August 1999 - January 2007
J. Walter Thompson Specialized Communications, Recruitment Advertising Agency October 1997 - August 1999
Strata Graphics, Inc., Marketing, Design and Production Firm January 1997 - October 1997
RMH Teleservices, Telemarketing Agency April 1996 - January 1997
McAdams, Richman & Ong, Advertising Agency July 1994 - April 1996
Daily Athenaeum, University Newspaper May 1992 - May 1994
Skills
Competitive Analysis, Marketing Strategy, Market Research, Strategy, Advertising, Cross-functional Team..., Marketing, Contract Negotiation, New Business Development, Forecasting, Budgets, Advertising Sales, Recruitment Advertising, Creative Strategy, Brand Development, Contract Management, Selling Skills, Concept Development, Budgeting, Financial Analysis, Client Relationship..., product branding, Training & Development, new vendor procurement, Trend Analysis, Financial Regulation, Procurement, Compliance, Sourcing, Databases, Interpersonal Skills, Written Communication, pharmaceutical..., R&D Procurement, Microsoft Excel, MS Excel Pivot Tables, Oracle, Ariba, Activity Based Costing
Education
Penn State University 2000 — 2000
DCAT, Strategic Purchasing in the Pharmaceutical & Chemical Industries
Reed College of Media, West Virginia University
Bachelor of Science Degree in Journalism, Major: Advertising, Minor: Art & Photography
Teva Pharmaceuticals April 2015 - Present
Vanguard January 2014 - March 2015
Independant Consulting January 2007 - January 2014
Merck & Co., Inc. August 1999 - January 2007
J. Walter Thompson Specialized Communications, Recruitment Advertising Agency October 1997 - August 1999
Strata Graphics, Inc., Marketing, Design and Production Firm January 1997 - October 1997
RMH Teleservices, Telemarketing Agency April 1996 - January 1997
McAdams, Richman & Ong, Advertising Agency July 1994 - April 1996
Daily Athenaeum, University Newspaper May 1992 - May 1994
Skills
Competitive Analysis, Marketing Strategy, Market Research, Strategy, Advertising, Cross-functional Team..., Marketing, Contract Negotiation, New Business Development, Forecasting, Budgets, Advertising Sales, Recruitment Advertising, Creative Strategy, Brand Development, Contract Management, Selling Skills, Concept Development, Budgeting, Financial Analysis, Client Relationship..., product branding, Training & Development, new vendor procurement, Trend Analysis, Financial Regulation, Procurement, Compliance, Sourcing, Databases, Interpersonal Skills, Written Communication, pharmaceutical..., R&D Procurement, Microsoft Excel, MS Excel Pivot Tables, Oracle, Ariba, Activity Based Costing
Education
Penn State University 2000 — 2000
DCAT, Strategic Purchasing in the Pharmaceutical & Chemical Industries
Reed College of Media, West Virginia University
Bachelor of Science Degree in Journalism, Major: Advertising, Minor: Art & Photography
Stephen D. Gautier, CEBS's Vanguard Experience June 1987 - Present
Job Principal at Vanguard
Industry Financial Services
Experience
Vanguard June 1987 - Present
Central Pennsylvania Teamsters Health & Welfare and Pension Funds June 1983 - June 1987
Education
Penn State University 1979 — 1983
BS, Accounting
Vanguard June 1987 - Present
Central Pennsylvania Teamsters Health & Welfare and Pension Funds June 1983 - June 1987
Education
Penn State University 1979 — 1983
BS, Accounting
Peter Heckman's Vanguard Experience 1998 - 2007
Job Project Manager at QVC
Industry Information Technology and Services
Experience
QVC December 2013 - Present
Independence Blue Cross August 2010 - December 2013
KidsHealth.org 2007 - 2010
Vanguard 1998 - 2007
Vanguard 1996 - 1998
Vanguard 1991 - 1996
InterMedia Marketing Solutions 1989 - 1991
Skills
Vendor Management, Testing, Process Improvement, Technical Writing, Agile Project Management, Project Management, Leadership, Management, Call Centers, Call Center, Problem Solving, HIPAA 5010..., Mobile Applications, SDLC, E-commerce, Multi-national Teams, IT Strategy
Education
Penn State University 1985 — 1990
BA, History
QVC December 2013 - Present
Independence Blue Cross August 2010 - December 2013
KidsHealth.org 2007 - 2010
Vanguard 1998 - 2007
Vanguard 1996 - 1998
Vanguard 1991 - 1996
InterMedia Marketing Solutions 1989 - 1991
Skills
Vendor Management, Testing, Process Improvement, Technical Writing, Agile Project Management, Project Management, Leadership, Management, Call Centers, Call Center, Problem Solving, HIPAA 5010..., Mobile Applications, SDLC, E-commerce, Multi-national Teams, IT Strategy
Education
Penn State University 1985 — 1990
BA, History
Kevin Heilig's Vanguard Experience December 2012 - Present
Job Project Manager at Vanguard
Industry Financial Services
Experience
Vanguard December 2012 - Present
Vanguard May 2012 - December 2012
Vanguard December 2009 - May 2012
YBH Audi July 2003 - March 2007
Skills
Agile Methodologies, Business Analysis, SDLC, Project Management, Requirements Gathering, Software Project...
Education
Penn State University
Bachelor's, Information Science and Technology
Denver Automotive and Diesel College 2000 — 2002
Associates Degree in Applied Science, Automotive Technology
Vanguard December 2012 - Present
Vanguard May 2012 - December 2012
Vanguard December 2009 - May 2012
YBH Audi July 2003 - March 2007
Skills
Agile Methodologies, Business Analysis, SDLC, Project Management, Requirements Gathering, Software Project...
Education
Penn State University
Bachelor's, Information Science and Technology
Denver Automotive and Diesel College 2000 — 2002
Associates Degree in Applied Science, Automotive Technology
Nate Prosser's Vanguard Experience October 2010 - Present
Job Manager at Vanguard
Industry Financial Services
Experience
Vanguard October 2010 - Present
Tredyffrin/Easttown School District August 2007 - October 2010
Montgomery County Public Schools January 2006 - August 2007
Skills
Leadership, Leadership Development, E-Learning, Curriculum Development, Financial Education, HR Consulting, Management, Microsoft Office, Team Building
Education
Penn State University 2008 — 2011
Master of Education (M.Ed.), Educational/Instructional Media Design
Penn State University 2001 — 2005
Bachelor's degree, Mathematics
Vanguard October 2010 - Present
Tredyffrin/Easttown School District August 2007 - October 2010
Montgomery County Public Schools January 2006 - August 2007
Skills
Leadership, Leadership Development, E-Learning, Curriculum Development, Financial Education, HR Consulting, Management, Microsoft Office, Team Building
Education
Penn State University 2008 — 2011
Master of Education (M.Ed.), Educational/Instructional Media Design
Penn State University 2001 — 2005
Bachelor's degree, Mathematics
Brian Puliti's Vanguard Experience June 2013 - Present
Job Supervisor at Vanguard Fixed Income Security Pricing
Industry Investment Management
Experience
Vanguard June 2013 - Present
Vanguard February 2011 - Present
IKON Office Solutions September 2010 - February 2011
Public Health Management Corporation May 2009 - August 2009
The Hartford June 2008 - August 2008
Education
Villanova University 2012 — 2014
Master of Business Administration (MBA), Finance, General
Penn State University 2006 — 2010
B.S., Finance
Vanguard June 2013 - Present
Vanguard February 2011 - Present
IKON Office Solutions September 2010 - February 2011
Public Health Management Corporation May 2009 - August 2009
The Hartford June 2008 - August 2008
Education
Villanova University 2012 — 2014
Master of Business Administration (MBA), Finance, General
Penn State University 2006 — 2010
B.S., Finance
Santo Fortebuono's Vanguard Experience July 2012 - Present
Job Head of Quant Model Development & Global Forensic Testing at Vanguard
Industry Financial Services
Experience
Vanguard July 2012 - Present
The Vanguard Group October 2008 - July 2012
The Vanguard Group June 2006 - October 2008
The Vanguard Group June 2004 - June 2006
The Vanguard Group January 2003 - October 2004
The Vanguard Group October 2001 - March 2003
The Vanguard Group July 1998 - October 2001
The Vanguard Group December 1994 - July 1998
The Vanguard Group August 1992 - December 1994
Skills
Fixed Income, Equities, Bloomberg, Derivatives, Portfolio Management, Trading Systems, Trading, Risk Management, Options, Investments, Financial Modeling, Agile Methodologies, Mutual Funds, Securities, Financial Markets, ETFs, Alternative Investments, Analysis, Sybase, Software Project..., Quantitative Analytics, Market Data, Bonds, Quantitative Finance, Agile Project Management
Education
Penn State University 2008 — 2009
Masters of Science, Finance
Villanova University 1995 — 1998
Masters of Science, Computer Science
Penn State University 1989 — 1992
Bachelors of Science, Economics
Vanguard July 2012 - Present
The Vanguard Group October 2008 - July 2012
The Vanguard Group June 2006 - October 2008
The Vanguard Group June 2004 - June 2006
The Vanguard Group January 2003 - October 2004
The Vanguard Group October 2001 - March 2003
The Vanguard Group July 1998 - October 2001
The Vanguard Group December 1994 - July 1998
The Vanguard Group August 1992 - December 1994
Skills
Fixed Income, Equities, Bloomberg, Derivatives, Portfolio Management, Trading Systems, Trading, Risk Management, Options, Investments, Financial Modeling, Agile Methodologies, Mutual Funds, Securities, Financial Markets, ETFs, Alternative Investments, Analysis, Sybase, Software Project..., Quantitative Analytics, Market Data, Bonds, Quantitative Finance, Agile Project Management
Education
Penn State University 2008 — 2009
Masters of Science, Finance
Villanova University 1995 — 1998
Masters of Science, Computer Science
Penn State University 1989 — 1992
Bachelors of Science, Economics
Dan Sidlo's Vanguard Experience March 2013 - Present
Job Manager Global Data Management at Vanguard
Industry Financial Services
Experience
Vanguard March 2013 - Present
Vanguard April 2011 - February 2013
Vanguard July 2009 - March 2011
Vanguard July 2007 - July 2009
Vanguard July 2006 - July 2007
Skills
Financial Analysis, Analytics, Analysis, Microsoft Excel, Mutual Funds, CRM
Education
Villanova University 2009 — 2011
MBA, Finance and Strategic Management
Penn State University 2002 — 2006
BS, Secondary Education
Vanguard March 2013 - Present
Vanguard April 2011 - February 2013
Vanguard July 2009 - March 2011
Vanguard July 2007 - July 2009
Vanguard July 2006 - July 2007
Skills
Financial Analysis, Analytics, Analysis, Microsoft Excel, Mutual Funds, CRM
Education
Villanova University 2009 — 2011
MBA, Finance and Strategic Management
Penn State University 2002 — 2006
BS, Secondary Education
Phil Schwarz's Vanguard Experience September 2013 - January 2014
Job Sales Support Analyst at De Lage Landen Leaseloket
Industry Accounting
Experience
De Lage Landen - Leaseloket February 2014 - Present
Raymour and Flanigan January 2012 - Present
Vanguard September 2013 - January 2014
Raymour and Flanigan March 2011 - April 2013
Signature Captive Solutions, LLC August 2009 - December 2010
Skills
Microsoft Office, Property, Insurance, Merchandising, Social Networking, Facebook, Time Management, Customer Service, PowerPoint, Microsoft Excel, Social Media, Microsoft Word, Leadership, Event Planning, Public Speaking, Marketing, Photoshop
Education
Penn State University 2005 — 2013
Bachelor of Arts (B.A.), History
De Lage Landen - Leaseloket February 2014 - Present
Raymour and Flanigan January 2012 - Present
Vanguard September 2013 - January 2014
Raymour and Flanigan March 2011 - April 2013
Signature Captive Solutions, LLC August 2009 - December 2010
Skills
Microsoft Office, Property, Insurance, Merchandising, Social Networking, Facebook, Time Management, Customer Service, PowerPoint, Microsoft Excel, Social Media, Microsoft Word, Leadership, Event Planning, Public Speaking, Marketing, Photoshop
Education
Penn State University 2005 — 2013
Bachelor of Arts (B.A.), History
Susan Kurisko's Vanguard Experience March 2011 - Present
Job Project Lead at Vanguard
Industry Financial Services
Experience
Vanguard March 2011 - Present
Vanguard January 2008 - March 2011
Vanguard January 2004 - January 2008
Vanguard July 2000 - January 2004
Skills
Process Improvement, Financial Analysis, Risk Management, Financial Modeling, Management, Investments, Relationship Management, Business Analysis, Asset Management
Education
Penn State University 1988 — 1992
BS, Accounting
Vanguard March 2011 - Present
Vanguard January 2008 - March 2011
Vanguard January 2004 - January 2008
Vanguard July 2000 - January 2004
Skills
Process Improvement, Financial Analysis, Risk Management, Financial Modeling, Management, Investments, Relationship Management, Business Analysis, Asset Management
Education
Penn State University 1988 — 1992
BS, Accounting
Dave DiLorenzo's Vanguard Experience April 2015 - Present
Job Supervisor at Vanguard
Industry Financial Services
Experience
Vanguard April 2015 - Present
Vanguard January 2013 - March 2015
Vanguard January 2009 - December 2012
Vanguard October 2007 - January 2009
Skills
Defined Benefit, Pensions, 401k, Retirement
Education
Saint Joseph's University 2011 — 2013
MBA, Finance
Penn State University 2004 — 2007
Bachelor's, Finance
Vanguard April 2015 - Present
Vanguard January 2013 - March 2015
Vanguard January 2009 - December 2012
Vanguard October 2007 - January 2009
Skills
Defined Benefit, Pensions, 401k, Retirement
Education
Saint Joseph's University 2011 — 2013
MBA, Finance
Penn State University 2004 — 2007
Bachelor's, Finance
Walter Magill IV's Vanguard Experience May 2012 - October 2014
Job Software Developer at Vanguard
Industry Information Technology and Services
Experience
Vanguard May 2012 - October 2014
Siemens Healthcare June 2011 - May 2012
Computer Sciences Corporation June 2006 - June 2011
Skills
SQL, JavaScript, SDLC, HTML, Relational Databases, CSS, Agile Application..., Web Development, JSP, Java, Web Applications, SOA, Agile Methodologies, Eclipse, XML, Java Enterprise Edition, Scrum
Education
Penn State University 2008 — 2010
Master of Science (MS), Information Science
Penn State University 2002 — 2006
Bachelor of Science (B.S.), Information Sciences and Technology
Vanguard May 2012 - October 2014
Siemens Healthcare June 2011 - May 2012
Computer Sciences Corporation June 2006 - June 2011
Skills
SQL, JavaScript, SDLC, HTML, Relational Databases, CSS, Agile Application..., Web Development, JSP, Java, Web Applications, SOA, Agile Methodologies, Eclipse, XML, Java Enterprise Edition, Scrum
Education
Penn State University 2008 — 2010
Master of Science (MS), Information Science
Penn State University 2002 — 2006
Bachelor of Science (B.S.), Information Sciences and Technology
Kathleen D'Amico's Vanguard Experience April 1998 - Present
Job Manager at Vanguard
Industry Financial Services
Experience
Vanguard April 1998 - Present
Education
Penn State University 1995 — 1996
Master of Business Administration (M.B.A.)
West Chester University of Pennsylvania 1977 — 1981
Bachelor's degree, Accounting
Vanguard April 1998 - Present
Education
Penn State University 1995 — 1996
Master of Business Administration (M.B.A.)
West Chester University of Pennsylvania 1977 — 1981
Bachelor's degree, Accounting
Maziyar Ebrahimi's Vanguard Experience August 2014 - Present
Job Defined Benefits Data Analyst at Vanguard
Industry Information Technology and Services
Experience
Vanguard August 2014 - Present
BravoSolution January 2013 - August 2014
Micro Strategies Inc. June 2011 - August 2011
Skills
HTML, Microsoft Office, SQL, JavaScript, MySQL, Programming, PowerPoint, Salesforce.com, Adobe Acrobat, VBA
Education
Penn State University 2008 — 2012
Bachelor of Science (B.S.), Management Information Systems, General
Vanguard August 2014 - Present
BravoSolution January 2013 - August 2014
Micro Strategies Inc. June 2011 - August 2011
Skills
HTML, Microsoft Office, SQL, JavaScript, MySQL, Programming, PowerPoint, Salesforce.com, Adobe Acrobat, VBA
Education
Penn State University 2008 — 2012
Bachelor of Science (B.S.), Management Information Systems, General
Tony Coogan's Vanguard Experience January 1993 - Present
Job Senior Manager at Vanguard
Industry Financial Services
Experience
Vanguard January 1993 - Present
Meritor Savings Bank (PSFS) January 1983 - April 1993
Skills
General Management, People Leadership, Project Management, Accounting
Education
Penn State University 1993 — 1995
Master of Business Administration (M.B.A.), Business Administration
St. Joseph's University 1980 — 1985
BS, Accounting and Business/Management
Vanguard January 1993 - Present
Meritor Savings Bank (PSFS) January 1983 - April 1993
Skills
General Management, People Leadership, Project Management, Accounting
Education
Penn State University 1993 — 1995
Master of Business Administration (M.B.A.), Business Administration
St. Joseph's University 1980 — 1985
BS, Accounting and Business/Management
Andrew Drybola's Vanguard Experience September 2013 - Present
Job Retirement Specialist
Industry Financial Services
Experience
Vanguard September 2013 - Present
BNY Mellon October 2012 - September 2013
Lender Processing Services, Inc. (LPS) October 2010 - October 2012
Pennsylvania Office of the Attorney General June 2009 - May 2010
Skills
Securities, Microsoft Excel, Legal Research, Microsoft Office, Leadership, PowerPoint, Public Speaking, Research, Banking, Relationship Management, Policy, Investments, Financial Analysis, Series 7, Series 63, 401k, Financial Services, Finance, Customer Service, Equities, Derivatives, Trading, Asset Allocation
Education
Penn State University 2007 — 2010
Bachelor of Arts (B.A.)
Vanguard September 2013 - Present
BNY Mellon October 2012 - September 2013
Lender Processing Services, Inc. (LPS) October 2010 - October 2012
Pennsylvania Office of the Attorney General June 2009 - May 2010
Skills
Securities, Microsoft Excel, Legal Research, Microsoft Office, Leadership, PowerPoint, Public Speaking, Research, Banking, Relationship Management, Policy, Investments, Financial Analysis, Series 7, Series 63, 401k, Financial Services, Finance, Customer Service, Equities, Derivatives, Trading, Asset Allocation
Education
Penn State University 2007 — 2010
Bachelor of Arts (B.A.)
Chris Coble's Vanguard Experience August 1998 - January 2009
Job Coble Tax Service
Industry Accounting
Experience
Coble Tax Service January 2009 - Present
Vanguard August 1998 - January 2009
ARC Investments 1998 - 2006
Skills
Tax, Accounting, Customer Service, Microsoft Office, Microsoft Excel, Small Business, Budgets, Management, Strategic Planning, Financial Reporting
Education
Penn State University 2004 — 2006
Master of Business Administration (M.B.A.), Accounting and Finance
Shippensburg University of Pennsylvania 1993 — 1996
Bachelor's Degree, Accounting and Finance
Coble Tax Service January 2009 - Present
Vanguard August 1998 - January 2009
ARC Investments 1998 - 2006
Skills
Tax, Accounting, Customer Service, Microsoft Office, Microsoft Excel, Small Business, Budgets, Management, Strategic Planning, Financial Reporting
Education
Penn State University 2004 — 2006
Master of Business Administration (M.B.A.), Accounting and Finance
Shippensburg University of Pennsylvania 1993 — 1996
Bachelor's Degree, Accounting and Finance
Jasmine Feng's Vanguard Experience 2007 - 2011
Job Financial Data Analyst at The Children's Hospital of Philadelphia
Industry Hospital & Health Care
Experience
The Children's Hospital of Philadelphia October 2014 - Present
The Children's Hospital of Philadelphia 2011 - September 2014
Vanguard 2007 - 2011
Penn State University January 2007 - July 2007
Turner Investments, L.P. May 2006 - January 2007
Skills
Data Analysis, Data Validation, Problem Solving, Process Improvement, Productivity Tools, Kronos WFAN, Decision Support, Business Objects, User Acceptance Testing, Business Requirements, Finance, Financial Analysis
Education
La Salle University 2012 — 2015
Master of Business Administration (M.B.A.)
Penn State University 2003 — 2007
Bachelor's Degree
The Children's Hospital of Philadelphia October 2014 - Present
The Children's Hospital of Philadelphia 2011 - September 2014
Vanguard 2007 - 2011
Penn State University January 2007 - July 2007
Turner Investments, L.P. May 2006 - January 2007
Skills
Data Analysis, Data Validation, Problem Solving, Process Improvement, Productivity Tools, Kronos WFAN, Decision Support, Business Objects, User Acceptance Testing, Business Requirements, Finance, Financial Analysis
Education
La Salle University 2012 — 2015
Master of Business Administration (M.B.A.)
Penn State University 2003 — 2007
Bachelor's Degree
Heather Winslow-Walker's Vanguard Experience May 2012 - Present
Job HR Generalist and Business Consultant at Vanguard
Industry Human Resources
Experience
Vanguard May 2012 - Present
Vanguard June 2010 - May 2012
Vanguard July 2008 - June 2010
Vanguard September 2001 - July 2006
Skills
Human Resources, Onboarding, Employee Relations, Performance Management, Talent Management, Employee Engagement, Diversity Program..., Retention Strategies, Leadership Development, Training
Education
Penn State University 2001 — 2003
Master of Education (MEd), Instructional Design
Penn State University 1996 — 1999
Master of Business Administration (MBA)
University of Pittsburgh 1988 — 1992
Bachelor's degree, Psychology
Vanguard May 2012 - Present
Vanguard June 2010 - May 2012
Vanguard July 2008 - June 2010
Vanguard September 2001 - July 2006
Skills
Human Resources, Onboarding, Employee Relations, Performance Management, Talent Management, Employee Engagement, Diversity Program..., Retention Strategies, Leadership Development, Training
Education
Penn State University 2001 — 2003
Master of Education (MEd), Instructional Design
Penn State University 1996 — 1999
Master of Business Administration (MBA)
University of Pittsburgh 1988 — 1992
Bachelor's degree, Psychology
Carolyn Monaghan O'Neill's Vanguard Experience April 1996 - October 2005
Job Account Specialist at Citadel Federal Credit Union
Industry Banking
Experience
Citadel Federal Credit Union January 2015 - Present
DNB First August 2012 - December 2014
Vanguard April 1996 - October 2005
Skills
Customer Service, Financial Services, Relationship Management, Finance, Banking, Leadership
Education
Penn State University 1988 — 1992
Bachelor's Degree, Psychology with Business & Communications Emphasis
Citadel Federal Credit Union January 2015 - Present
DNB First August 2012 - December 2014
Vanguard April 1996 - October 2005
Skills
Customer Service, Financial Services, Relationship Management, Finance, Banking, Leadership
Education
Penn State University 1988 — 1992
Bachelor's Degree, Psychology with Business & Communications Emphasis
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments