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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9,967 Vanguard employees in database. Find out everything there's to know about Vanguard employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Vanguard Employees
Employee
Years
Job
Industry
Angela Dreessen Angela Dreessen's Vanguard Experience May 2010 - April 2013
Job Implementation Partner at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group July 2013 - Present
Vanguard May 2010 - April 2013
Vanguard January 2006 - April 2010
Vanguard October 2004 - December 2006
Education
Penn State University 2000 — 2004
Advertising/ Public Relations
Penn State University 2000 — 2004
Business of Administration
Lincoln Financial Group July 2013 - Present
Vanguard May 2010 - April 2013
Vanguard January 2006 - April 2010
Vanguard October 2004 - December 2006
Education
Penn State University 2000 — 2004
Advertising/ Public Relations
Penn State University 2000 — 2004
Business of Administration
Lilian Ngo Lilian Ngo's Vanguard Experience February 2001 - September 2003
Job Application Software Developer at Northrop Grumman
Industry Information Technology and Services
Experience
Northrop Grumman March 2007 - Present
Indyne Inc September 2003 - March 2007
Vanguard February 2001 - September 2003
Education
Penn State University 1996 — 2000
BS, MIS
University of Phoenix
Northrop Grumman March 2007 - Present
Indyne Inc September 2003 - March 2007
Vanguard February 2001 - September 2003
Education
Penn State University 1996 — 2000
BS, MIS
University of Phoenix
Carole McCabe Carole McCabe's Vanguard Experience March 2011 - October 2012
Job President at Scale Leadership, Inc.
Industry Management Consulting
Experience
Scale Leadership, Inc. October 2012 - Present
Villanova University January 2013 - Present
Vanguard March 2011 - October 2012
Vanguard December 2007 - May 2011
Vanguard March 2006 - December 2007
Vanguard December 2003 - March 2006
Vanguard September 1996 - December 2003
Vanguard December 1992 - September 1996
Prudential Financial November 1989 - November 1992
Skills
Strategic Leadership, Project Portfolio..., Leading People, Financial Services, Relationship Management, Process Improvement, Change Management, Business Analysis, Program Management, Project Management, Strategic Planning, Portfolio Management, Cross-functional Team..., CRM, Thought Leadership, Six Sigma, Strategy, SDLC, Management Consulting, Leadership, Business Strategy, Performance Management, Business Planning, Training, Management, Business Transformation, Entrepreneurship, Business Process..., Human Resources, Finance, Marketing, Consulting
Education
Penn State University 1982 — 1986
BS, Marketing
Saint Joseph's University 1986 — 1989
MBA, Information Systems
Leadership Philadelphia-Core Class of 2011 2010 — 2011
Scale Leadership, Inc. October 2012 - Present
Villanova University January 2013 - Present
Vanguard March 2011 - October 2012
Vanguard December 2007 - May 2011
Vanguard March 2006 - December 2007
Vanguard December 2003 - March 2006
Vanguard September 1996 - December 2003
Vanguard December 1992 - September 1996
Prudential Financial November 1989 - November 1992
Skills
Strategic Leadership, Project Portfolio..., Leading People, Financial Services, Relationship Management, Process Improvement, Change Management, Business Analysis, Program Management, Project Management, Strategic Planning, Portfolio Management, Cross-functional Team..., CRM, Thought Leadership, Six Sigma, Strategy, SDLC, Management Consulting, Leadership, Business Strategy, Performance Management, Business Planning, Training, Management, Business Transformation, Entrepreneurship, Business Process..., Human Resources, Finance, Marketing, Consulting
Education
Penn State University 1982 — 1986
BS, Marketing
Saint Joseph's University 1986 — 1989
MBA, Information Systems
Leadership Philadelphia-Core Class of 2011 2010 — 2011
Bryan Kelley Bryan Kelley's Vanguard Experience March 2010 - Present
Job Principal at Vanguard
Industry Financial Services
Experience
Vanguard March 2010 - Present
Skills
General Management, Team Leadership, Mutual Funds, Separately Managed..., Six Sigma, Finance, Leadership, Management, Financial Services, Operations Management, Talent Management, Fund Of Funds, Investments, ETFs, Fund Accounting, Portfolio Management, Asset Management, Financial Analysis, Relationship Management, Risk Management, Equities, Securities, Fixed Income, Process Improvement
Education
Villanova University 1996 — 2000
Master of Business Administration (MBA), Finance
Penn State University 1988 — 1992
Bachelor of Science (BS), Business Administration and Management, General
Vanguard March 2010 - Present
Skills
General Management, Team Leadership, Mutual Funds, Separately Managed..., Six Sigma, Finance, Leadership, Management, Financial Services, Operations Management, Talent Management, Fund Of Funds, Investments, ETFs, Fund Accounting, Portfolio Management, Asset Management, Financial Analysis, Relationship Management, Risk Management, Equities, Securities, Fixed Income, Process Improvement
Education
Villanova University 1996 — 2000
Master of Business Administration (MBA), Finance
Penn State University 1988 — 1992
Bachelor of Science (BS), Business Administration and Management, General
Len Bondarchuk Len Bondarchuk's Vanguard Experience February 2000 - September 2002
Job VP Finance / Administration
Industry Investment Management
Experience
BlackRock September 2007 - June 2013
Gartmore April 2004 - September 2007
Goldman Sachs September 2002 - April 2004
Vanguard February 2000 - September 2002
Vanguard January 1999 - February 2000
Skills
CDO, Capital Markets, ABS, Mutual Funds, Hedge Funds, Alternative Investments, CMBS, Fund Administration, Equities, Asset Management, Derivatives, Fixed Income, Securities, Bloomberg, Bonds, AUM, Controllers
Education
Penn State University
Bachelor of Science (B.S.), Accounting
BlackRock September 2007 - June 2013
Gartmore April 2004 - September 2007
Goldman Sachs September 2002 - April 2004
Vanguard February 2000 - September 2002
Vanguard January 1999 - February 2000
Skills
CDO, Capital Markets, ABS, Mutual Funds, Hedge Funds, Alternative Investments, CMBS, Fund Administration, Equities, Asset Management, Derivatives, Fixed Income, Securities, Bloomberg, Bonds, AUM, Controllers
Education
Penn State University
Bachelor of Science (B.S.), Accounting
Jeffrey Leavens Jeffrey Leavens's Vanguard Experience September 2015 - Present
Job Financial Consultant at Vanguard
Industry Investment Management
Experience
Vanguard September 2015 - Present
Vanguard October 2011 - September 2015
PNC Bank October 2010 - October 2011
Sneaker Den May 2004 - August 2009
Skills
Sales, Process Improvement, Financial Accounting, Customer Service, Management, Retirement Planning, Project Management, Accounting, Mutual Funds, Investments, Credit, Microsoft Excel, Salesforce.com, Loans, Microsoft Office, Small Business, Insurance, Finance, Financial Analysis, Portfolio Management, Financial Services
Education
Penn State University 2006 — 2010
BA, Economics
Pennsylvania State University, Smeal College of Business, State 2006 — 2010
Bachelor's Degree, Business Economics
Garnet Valley High School 2002 — 2006
Academic
Vanguard September 2015 - Present
Vanguard October 2011 - September 2015
PNC Bank October 2010 - October 2011
Sneaker Den May 2004 - August 2009
Skills
Sales, Process Improvement, Financial Accounting, Customer Service, Management, Retirement Planning, Project Management, Accounting, Mutual Funds, Investments, Credit, Microsoft Excel, Salesforce.com, Loans, Microsoft Office, Small Business, Insurance, Finance, Financial Analysis, Portfolio Management, Financial Services
Education
Penn State University 2006 — 2010
BA, Economics
Pennsylvania State University, Smeal College of Business, State 2006 — 2010
Bachelor's Degree, Business Economics
Garnet Valley High School 2002 — 2006
Academic
Eva Lazinger Eva Lazinger's Vanguard Experience June 2006 - February 2011
Job Business Transformation Leader Six Sigma Master Black Belt
Industry Hospital & Health Care
Experience
Healthfirst June 2015 - Present
Healthfirst October 2014 - June 2015
Crozer Keystone Health System June 2013 - October 2014
Healthfirst February 2011 - June 2013
Vanguard June 2006 - February 2011
Merrill Lynch January 2001 - January 2004
Skills
Six Sigma, Process Improvement, Leadership, Performance Improvement, Strategic Planning, Project Management, Strategy, Healthcare, Training, Software Documentation, Integration, Business Strategy, Visio, Operational Excellence, Risk Management, Statistics, Minitab, Risk Assessment, Statistical Data..., Strategic Thinking, Coaching, Mitigation Strategies, Dashboard Metrics, Coaching Staff, Logistic Regression, Design of Experiments, Hypothesis Testing, Organizational..., Change Management, Cross-functional Team..., Business Transformation, Management
Education
Penn State University 1995 — 1999
BS, Hotel, Restaurant, & Institutional Management
Healthfirst June 2015 - Present
Healthfirst October 2014 - June 2015
Crozer Keystone Health System June 2013 - October 2014
Healthfirst February 2011 - June 2013
Vanguard June 2006 - February 2011
Merrill Lynch January 2001 - January 2004
Skills
Six Sigma, Process Improvement, Leadership, Performance Improvement, Strategic Planning, Project Management, Strategy, Healthcare, Training, Software Documentation, Integration, Business Strategy, Visio, Operational Excellence, Risk Management, Statistics, Minitab, Risk Assessment, Statistical Data..., Strategic Thinking, Coaching, Mitigation Strategies, Dashboard Metrics, Coaching Staff, Logistic Regression, Design of Experiments, Hypothesis Testing, Organizational..., Change Management, Cross-functional Team..., Business Transformation, Management
Education
Penn State University 1995 — 1999
BS, Hotel, Restaurant, & Institutional Management
Brian Arietti Brian Arietti's Vanguard Experience December 2012 - Present
Job Department Head at The Vanguard Group
Industry Financial Services
Experience
Vanguard December 2012 - Present
The Vanguard Group September 2010 - December 2012
The Hartford December 2007 - February 2010
The Hartford April 2005 - December 2007
Skills
Series 24, 401k, Relationship Management, Finance, FINRA, Investments, Series 63, Series 7, Mutual Funds, Retirement Planning, Asset Allocation, Leadership, Retirement, Financial Services, Series 6
Education
Penn State University 2010 — 2012
Master of Business Administration (MBA), Finance, General
The University of Connecticut 1994 — 1998
Bachelor of Arts (B.A.)
Vanguard December 2012 - Present
The Vanguard Group September 2010 - December 2012
The Hartford December 2007 - February 2010
The Hartford April 2005 - December 2007
Skills
Series 24, 401k, Relationship Management, Finance, FINRA, Investments, Series 63, Series 7, Mutual Funds, Retirement Planning, Asset Allocation, Leadership, Retirement, Financial Services, Series 6
Education
Penn State University 2010 — 2012
Master of Business Administration (MBA), Finance, General
The University of Connecticut 1994 — 1998
Bachelor of Arts (B.A.)
Cory Turolis Cory Turolis's Vanguard Experience July 2015 - Present
Job Innovation Program Leader at Vanguard
Industry Financial Services
Experience
Vanguard July 2015 - Present
Vanguard July 2014 - Present
Vanguard June 2010 - Present
Skills
Java, JavaScript, Agile Methodologies, HTML 5, Software Development
Education
Penn State University 2006 — 2010
Bachelor of Science (BS), IST
Vanguard July 2015 - Present
Vanguard July 2014 - Present
Vanguard June 2010 - Present
Skills
Java, JavaScript, Agile Methodologies, HTML 5, Software Development
Education
Penn State University 2006 — 2010
Bachelor of Science (BS), IST
Collin Weber Collin Weber's Vanguard Experience August 2005 - August 2008
Job Manufacturing Associate at Genzyme (a Sanofi Company)
Industry Biotechnology
Talia Comita, MBA Talia Comita, MBA's Vanguard Experience July 2010 - Present
Job Securities Regulation
Industry Financial Services
Experience
Vanguard July 2010 - Present
Vanguard November 2011 - September 2012
Vanguard June 2004 - July 2010
Skills
Mutual Funds, Series 63, Series 6, FINRA, Investments, Securities, Microsoft Word, Microsoft Excel, SEC filings, Subpoenas, Prospectus Production, SECPublisher, SmartCounsel, Documentum
Education
Penn State University 2007 — 2011
MBA, Business
Penn State University 2000 — 2004
BS, Finance
Vanguard July 2010 - Present
Vanguard November 2011 - September 2012
Vanguard June 2004 - July 2010
Skills
Mutual Funds, Series 63, Series 6, FINRA, Investments, Securities, Microsoft Word, Microsoft Excel, SEC filings, Subpoenas, Prospectus Production, SECPublisher, SmartCounsel, Documentum
Education
Penn State University 2007 — 2011
MBA, Business
Penn State University 2000 — 2004
BS, Finance
Karen Leckrone, PHR Karen Leckrone, PHR's Vanguard Experience July 2002 - July 2007
Job Talent Acquisition Manager at GreatCall Inc.
Industry Human Resources
Experience
GreatCall Inc. October 2010 - Present
CareFusion (Cardinal Health) September 2007 - September 2010
Vanguard July 2002 - July 2007
Skills
Vendor Management, Applicant Tracking..., Talent Acquisition, Sourcing, Recruitment/Retention, Benefits Negotiation, Human Resources, Organizational..., Talent Management, Recruiting, Management, Hiring
Education
Penn State University 1998 — 2002
Bachelor of Science
GreatCall Inc. October 2010 - Present
CareFusion (Cardinal Health) September 2007 - September 2010
Vanguard July 2002 - July 2007
Skills
Vendor Management, Applicant Tracking..., Talent Acquisition, Sourcing, Recruitment/Retention, Benefits Negotiation, Human Resources, Organizational..., Talent Management, Recruiting, Management, Hiring
Education
Penn State University 1998 — 2002
Bachelor of Science
Patricia Woodman Patricia Woodman's Vanguard Experience September 2012 - Present
Job Project Manager
Industry Financial Services
Experience
Vanguard September 2012 - Present
Haverford Township Historical Society July 2007 - Present
Haverford Township HIstorical Society January 2005 - Present
Haverford Township HIstorical Society January 2005 - Present
Haverford Township Historical Society January 2005 - Present
Vanguard Group February 2000 - October 2000
Vanguard Group June 1996 - May 1999
Vanguard Group January 1994 - June 1996
Vanguard Group September 1992 - January 1994
Vanguard Group September 1991 - September 1992
Education
Penn State University 1987 — 1991
BA, Liberal Arts, General Arts & Sciences
Vanguard September 2012 - Present
Haverford Township Historical Society July 2007 - Present
Haverford Township HIstorical Society January 2005 - Present
Haverford Township HIstorical Society January 2005 - Present
Haverford Township Historical Society January 2005 - Present
Vanguard Group February 2000 - October 2000
Vanguard Group June 1996 - May 1999
Vanguard Group January 1994 - June 1996
Vanguard Group September 1992 - January 1994
Vanguard Group September 1991 - September 1992
Education
Penn State University 1987 — 1991
BA, Liberal Arts, General Arts & Sciences
Chris Chorney's Vanguard Experience October 2012 - Present
Job Fixed Income Risk Management at Vanguard
Industry Financial Services
Experience
Vanguard October 2012 - Present
Education
Penn State University 2006 — 2010
BS, Economics
Vanguard October 2012 - Present
Education
Penn State University 2006 — 2010
BS, Economics
Ashley Gaydos Ashley Gaydos's Vanguard Experience September 2013 - Present
Job Global Procurement Services at Vanguard
Industry Financial Services
Experience
Vanguard September 2013 - Present
Procurian May 2012 - September 2013
Procurian June 2009 - May 2012
Procurian May 2008 - June 2009
Skills
Procurement, Supply Management, Sourcing, Strategic Sourcing, Supply Chain, Contract Negotiation, Supply Chain Management, Global Sourcing, Spend Analysis, Management, Negotiation, Strategy, Leadership, Contract Management, Continuous Improvement, Training, Supplier Negotiation, Budgets
Education
Penn State University 1999 — 2004
BA, Journalism
Villanova University
Paralegal, Certification
Vanguard September 2013 - Present
Procurian May 2012 - September 2013
Procurian June 2009 - May 2012
Procurian May 2008 - June 2009
Skills
Procurement, Supply Management, Sourcing, Strategic Sourcing, Supply Chain, Contract Negotiation, Supply Chain Management, Global Sourcing, Spend Analysis, Management, Negotiation, Strategy, Leadership, Contract Management, Continuous Improvement, Training, Supplier Negotiation, Budgets
Education
Penn State University 1999 — 2004
BA, Journalism
Villanova University
Paralegal, Certification
Michael T Smith Sr, CEBS Michael T Smith Sr, CEBS's Vanguard Experience February 2013 - Present
Job Benefits Administrator at Vanguard
Industry Financial Services
Experience
Vanguard February 2013 - Present
Towers Watson June 1978 - September 2012
Skills
Actuarial Consulting, Defined Benefit, Pension Administration, Pensions, Retirement Plan..., International Pension..., Retirement, Employee Benefits, Benefits Administration, Actuarial Science, Leadership, CRM, 401k, Insurance, Investments, Retirement Planning, ERISA, Defined Contribution, Management, Life Insurance
Education
Penn State University 1973 — 1977
Bachelor's degree, Accounting, Honors
Vanguard February 2013 - Present
Towers Watson June 1978 - September 2012
Skills
Actuarial Consulting, Defined Benefit, Pension Administration, Pensions, Retirement Plan..., International Pension..., Retirement, Employee Benefits, Benefits Administration, Actuarial Science, Leadership, CRM, 401k, Insurance, Investments, Retirement Planning, ERISA, Defined Contribution, Management, Life Insurance
Education
Penn State University 1973 — 1977
Bachelor's degree, Accounting, Honors
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
Bridget Keeley Bridget Keeley's Vanguard Experience October 1997 - March 2001
Job Private Banking Marketing Director at SEI
Industry Financial Services
Experience
SEI March 2001 - Present
Vanguard October 1997 - March 2001
Skills
Integrated Marketing, Direct Marketing, Digital Marketing, Marketing Communications, Lead Generation, Marketing, Account Management, Marketing Strategy, New Business Development, Wealth Management, Financial Services
Education
Pennsylvania State University 1993 — 1997
SEI March 2001 - Present
Vanguard October 1997 - March 2001
Skills
Integrated Marketing, Direct Marketing, Digital Marketing, Marketing Communications, Lead Generation, Marketing, Account Management, Marketing Strategy, New Business Development, Wealth Management, Financial Services
Education
Pennsylvania State University 1993 — 1997
Mark Barbella's Vanguard Experience September 2014 - Present
Job Auditor at Vanguard
Industry Financial Services
Experience
Vanguard September 2014 - Present
Vanguard August 2013 - September 2014
Campus Entertainment, LLC August 2011 - May 2013
Prudential Financial June 2012 - August 2012
Skills
Leadership, Teamwork, Time Management, Organization, Team Management, Microsoft Excel, PowerPoint, Microsoft Word, Team Leadership, Data Analysis, Management, Bloomberg, Social Media, Training, Process Improvement, Finance
Education
Penn State University 2009 — 2013
Bachelor of Science (B.S.), Finance
Vanguard September 2014 - Present
Vanguard August 2013 - September 2014
Campus Entertainment, LLC August 2011 - May 2013
Prudential Financial June 2012 - August 2012
Skills
Leadership, Teamwork, Time Management, Organization, Team Management, Microsoft Excel, PowerPoint, Microsoft Word, Team Leadership, Data Analysis, Management, Bloomberg, Social Media, Training, Process Improvement, Finance
Education
Penn State University 2009 — 2013
Bachelor of Science (B.S.), Finance
James Florczak's Vanguard Experience August 2015 - August 2015
Job Intern at U.S. Bank
Industry Financial Services
Experience
Boeing September 2015 - September 2015
Vanguard August 2015 - August 2015
U.S. Bank May 2015 - August 2015
McDonald's Corporation July 2012 - May 2015
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Email, Lotus Notes, SQL, Toad, Leadership, Microsoft Office, Teamwork, Social Media, Time Management
Education
Penn State University 2013 — 2017
Bachelor’s Degree, Finance, General, Junior
Notre Dame Highschool 2009 — 2013
High School
Boeing September 2015 - September 2015
Vanguard August 2015 - August 2015
U.S. Bank May 2015 - August 2015
McDonald's Corporation July 2012 - May 2015
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Email, Lotus Notes, SQL, Toad, Leadership, Microsoft Office, Teamwork, Social Media, Time Management
Education
Penn State University 2013 — 2017
Bachelor’s Degree, Finance, General, Junior
Notre Dame Highschool 2009 — 2013
High School
Dan Jalosinski Dan Jalosinski's Vanguard Experience May 2000 - Present
Job Software Engineer / Project Manager at The Vanguard Group
Industry Financial Services
Experience
Vanguard May 2000 - Present
Bell Atlantic / Verizon March 1995 - May 2000
Skills
Agile Methodologies, SDLC, Software Project..., Requirements Analysis, Agile Project Management, Business Analysis, Automated Software..., Project Management, Project Planning, Software Quality..., Software Engineering, IT Recruitment, Scrum, Requirements Gathering, Leadership, Testing, Customer Service, Test Automation, Strategic Planning, Process Improvement
Education
Penn State University 1988 — 1993
Bachelor of Science (BS), Economics
Vanguard May 2000 - Present
Bell Atlantic / Verizon March 1995 - May 2000
Skills
Agile Methodologies, SDLC, Software Project..., Requirements Analysis, Agile Project Management, Business Analysis, Automated Software..., Project Management, Project Planning, Software Quality..., Software Engineering, IT Recruitment, Scrum, Requirements Gathering, Leadership, Testing, Customer Service, Test Automation, Strategic Planning, Process Improvement
Education
Penn State University 1988 — 1993
Bachelor of Science (BS), Economics
Christina Loux Christina Loux's Vanguard Experience June 2011 - January 2015
Job Learning and Development Consultant
Industry Pharmaceuticals
Experience
Merck January 2015 - Present
Vanguard June 2011 - January 2015
Vanguard January 2008 - June 2011
Vanguard September 2006 - January 2008
Vanguard September 2005 - September 2006
St. Monica Church September 2002 - September 2005
Clemens Markets 1995 - 2004
Skills
Captivate, Adobe Audition, Adobe Connect, Adobe Presenter, Leadership Development, SnagIt, Microsoft Office, Needs Assessment, ADDIE, Adult Learning Theories, Instructional Design, E-Learning, Blended Learning, Instructor-led Training, Training, Employee Training, Learning Management..., Job Aids, Staff Development, Curriculum Design, Program Management, Needs Analysis, Coaching, Classroom, Training Delivery, Hands-on Training, Webinars, Curriculum Development, Agile Methodologies, SharePoint, Training Facilitation, Customer Service, Onboarding
Education
Penn State University 2009 — 2011
MSED, Instructional Systems Design
Shippensburg University of Pennsylvania 1997 — 2001
BSED, Elementary Education
Merck January 2015 - Present
Vanguard June 2011 - January 2015
Vanguard January 2008 - June 2011
Vanguard September 2006 - January 2008
Vanguard September 2005 - September 2006
St. Monica Church September 2002 - September 2005
Clemens Markets 1995 - 2004
Skills
Captivate, Adobe Audition, Adobe Connect, Adobe Presenter, Leadership Development, SnagIt, Microsoft Office, Needs Assessment, ADDIE, Adult Learning Theories, Instructional Design, E-Learning, Blended Learning, Instructor-led Training, Training, Employee Training, Learning Management..., Job Aids, Staff Development, Curriculum Design, Program Management, Needs Analysis, Coaching, Classroom, Training Delivery, Hands-on Training, Webinars, Curriculum Development, Agile Methodologies, SharePoint, Training Facilitation, Customer Service, Onboarding
Education
Penn State University 2009 — 2011
MSED, Instructional Systems Design
Shippensburg University of Pennsylvania 1997 — 2001
BSED, Elementary Education
Prakash Vaid Prakash Vaid's Vanguard Experience November 1999 - Present
Job Data Transmissions and Workload Automation Manager
Industry Financial Services
Experience
Vanguard November 1999 - Present
Kaiser Permanente, HI 1998 - 1999
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Project Management, Solution Architecture, Information Technology, Architectural Design, Team Leadership, Data Modeling, Databases, Data Analysis, Data Management, Customer Service, Data Warehousing, Leadership Development, Employee Engagement, Visio, SDLC, Business Analysis, SharePoint, Agile Project Management, Software Project..., Requirements Gathering, Waterfall
Education
Saint Joseph's University 2010 — 2016
Master of Business Administration (MBA), Business Intelligence
Penn State University 2007 — 2009
Master of Engineering, Software Engineering
NI College of Engineering 1990 — 1994
B.E, Electronics and Communication Engineering
Vanguard November 1999 - Present
Kaiser Permanente, HI 1998 - 1999
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Project Management, Solution Architecture, Information Technology, Architectural Design, Team Leadership, Data Modeling, Databases, Data Analysis, Data Management, Customer Service, Data Warehousing, Leadership Development, Employee Engagement, Visio, SDLC, Business Analysis, SharePoint, Agile Project Management, Software Project..., Requirements Gathering, Waterfall
Education
Saint Joseph's University 2010 — 2016
Master of Business Administration (MBA), Business Intelligence
Penn State University 2007 — 2009
Master of Engineering, Software Engineering
NI College of Engineering 1990 — 1994
B.E, Electronics and Communication Engineering
Peter Lisicky, CFP® Peter Lisicky, CFP®'s Vanguard Experience May 2010 - February 2013
Job Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. February 2013 - Present
Vanguard May 2010 - February 2013
Avellino Basket October 2006 - June 2009
Anwil SA November 2005 - June 2006
Stadtsport/TXU Energie Braunschweig August 2002 - May 2005
Lugano Basket October 2001 - June 2002
Benetton Basket Treviso August 1998 - December 2000
Skills
Series 6, Series 7, Series 63, Asset Allocation, Investments, Mutual Funds, Wealth Management, Securities, Series 66, Retirement Planning, ETFs, Uniform Combined State..., FINRA, Finance, Retirement, IRAs, 401k, Portfolio Management, Alternative Investments, Investment Advisory, Investment Strategies, Series 65
Education
Penn State University 1994 — 1998
Bachelor of Science (B.S.), Finance, General
Robert W. Baird & Co. February 2013 - Present
Vanguard May 2010 - February 2013
Avellino Basket October 2006 - June 2009
Anwil SA November 2005 - June 2006
Stadtsport/TXU Energie Braunschweig August 2002 - May 2005
Lugano Basket October 2001 - June 2002
Benetton Basket Treviso August 1998 - December 2000
Skills
Series 6, Series 7, Series 63, Asset Allocation, Investments, Mutual Funds, Wealth Management, Securities, Series 66, Retirement Planning, ETFs, Uniform Combined State..., FINRA, Finance, Retirement, IRAs, 401k, Portfolio Management, Alternative Investments, Investment Advisory, Investment Strategies, Series 65
Education
Penn State University 1994 — 1998
Bachelor of Science (B.S.), Finance, General
Rachael Giambrone's Vanguard Experience November 2000 - January 2015
Job Grants & Projects Assistant at Pottstown Area Health & Wellness Foundation
Industry Health, Wellness and Fitness
Experience
Pottstown Area Health & Wellness Foundation August 2015 - Present
Vanguard November 2000 - January 2015
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Data Analysis
Education
Penn State University 1995 — 1999
Hotel, Restaurant & Institutional Management
Pottstown Area Health & Wellness Foundation August 2015 - Present
Vanguard November 2000 - January 2015
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Data Analysis
Education
Penn State University 1995 — 1999
Hotel, Restaurant & Institutional Management
Katie Hipple Katie Hipple's Vanguard Experience September 2014 - Present
Job Financial Processing Associate at Vanguard
Industry Accounting
Experience
Vanguard September 2014 - Present
Nittany Lion Inn September 2012 - April 2014
Brookside Country Club May 2011 - August 2012
Hilltop Drive-In March 2008 - August 2010
Skills
Hospitality, Time Management, Teamwork, Communication, Leadership Development, Organizational..., Microsoft Word, Microsoft Excel, PowerPoint
Education
Penn State University 2010 — 2014
Bachelor's Degree, Accounting
Vanguard September 2014 - Present
Nittany Lion Inn September 2012 - April 2014
Brookside Country Club May 2011 - August 2012
Hilltop Drive-In March 2008 - August 2010
Skills
Hospitality, Time Management, Teamwork, Communication, Leadership Development, Organizational..., Microsoft Word, Microsoft Excel, PowerPoint
Education
Penn State University 2010 — 2014
Bachelor's Degree, Accounting
Lauren Torrance's Vanguard Experience January 2014 - Present
Job Institutional Sales Knowledge Manager, The Vanguard Group
Industry Financial Services
Experience
Vanguard January 2014 - Present
Vanguard January 2012 - January 2014
Vanguard October 2008 - January 2011
Skills
CRM, Mutual Funds, Marketing Communications, Microsoft Office, Leadership, Microsoft Excel, Customer Service, PowerPoint, Project Management, Microsoft Word, Marketing Strategy, Team Building, Strategic Planning
Education
Penn State University 2010 — 2014
Master of Business Administration (M.B.A.)
University of Pittsburgh-Greensburg 2004 — 2008
Bachelors of Science, Business Administration and Management, General
Vanguard January 2014 - Present
Vanguard January 2012 - January 2014
Vanguard October 2008 - January 2011
Skills
CRM, Mutual Funds, Marketing Communications, Microsoft Office, Leadership, Microsoft Excel, Customer Service, PowerPoint, Project Management, Microsoft Word, Marketing Strategy, Team Building, Strategic Planning
Education
Penn State University 2010 — 2014
Master of Business Administration (M.B.A.)
University of Pittsburgh-Greensburg 2004 — 2008
Bachelors of Science, Business Administration and Management, General
Jesse Mancuso's Vanguard Experience June 2007 - May 2014
Job Account Manager at Lytx
Industry Business Supplies and Equipment
Experience
Lytx Inc. May 2015 - Present
Solium May 2014 - May 2015
Vanguard June 2007 - May 2014
Vanguard February 2010 - March 2011
KOHL’S DEPARTMENT STORE November 2006 - June 2007
Kohl's Department Store August 2005 - November 2006
Skills
Leadership, Recruiting, Coaching, Human Resources, Series 63, Team Building, Management, Leadership Development, Mutual Funds, Customer Service, CRM, Microsoft Office, Microsoft Excel, Investments, Public Speaking, Process Improvement, Interviews, Asset Allocation, Sales, Outlook, Microsoft Word, PowerPoint, Talent Management, Risk Management, Series 6, 401k, Employee Benefits, Strategy, Time Management, Relationship Management
Education
Penn State University
Economics
Lytx Inc. May 2015 - Present
Solium May 2014 - May 2015
Vanguard June 2007 - May 2014
Vanguard February 2010 - March 2011
KOHL’S DEPARTMENT STORE November 2006 - June 2007
Kohl's Department Store August 2005 - November 2006
Skills
Leadership, Recruiting, Coaching, Human Resources, Series 63, Team Building, Management, Leadership Development, Mutual Funds, Customer Service, CRM, Microsoft Office, Microsoft Excel, Investments, Public Speaking, Process Improvement, Interviews, Asset Allocation, Sales, Outlook, Microsoft Word, PowerPoint, Talent Management, Risk Management, Series 6, 401k, Employee Benefits, Strategy, Time Management, Relationship Management
Education
Penn State University
Economics
Samantha Provence's Vanguard Experience May 2014 - August 2014
Job Retail Marketing and Communications Intern at Vanguard
Industry Marketing and Advertising
Experience
Vanguard May 2014 - August 2014
Herr Foods Inc. May 2012 - August 2013
Skills
Social Media Marketing, Leadership, Public Speaking, Microsoft Word, PowerPoint, Organization
Education
Penn State University 2011 — 2015
Marketing, Senior
Vanguard May 2014 - August 2014
Herr Foods Inc. May 2012 - August 2013
Skills
Social Media Marketing, Leadership, Public Speaking, Microsoft Word, PowerPoint, Organization
Education
Penn State University 2011 — 2015
Marketing, Senior
Greg Sandherr Greg Sandherr's Vanguard Experience January 2006 - Present
Job Senior Global IT Manager at Vanguard
Industry Financial Services
Experience
Vanguard January 2006 - Present
Army National Guard May 1989 - April 2008
Prudential Financial April 1998 - June 1999
Prudential Financial May 1994 - March 1998
Skills
Disaster Recovery, SharePoint, Visio, Project Management, Integration, Software Project..., Portfolio Management, Change Management, Project Portfolio..., Business Process, Management, Agile Methodologies, Customer Service
Education
Saint Joseph's University 2007 — 2011
Master of Business Administration (M.B.A.), Finance, General
Penn State University 1986 — 1990
Bachelor of Arts (BA), Political Science and Government
Vanguard January 2006 - Present
Army National Guard May 1989 - April 2008
Prudential Financial April 1998 - June 1999
Prudential Financial May 1994 - March 1998
Skills
Disaster Recovery, SharePoint, Visio, Project Management, Integration, Software Project..., Portfolio Management, Change Management, Project Portfolio..., Business Process, Management, Agile Methodologies, Customer Service
Education
Saint Joseph's University 2007 — 2011
Master of Business Administration (M.B.A.), Finance, General
Penn State University 1986 — 1990
Bachelor of Arts (BA), Political Science and Government
Anthony Nero Anthony Nero's Vanguard Experience September 2007 - Present
Job Business Technology Office
Industry Financial Services
Experience
Vanguard September 2007 - Present
Skills
Mutual Funds, Investments, Retirement Planning, Equities, Asset Allocation, Portfolio Management, Project Management, Financial Services, Securities, Retirement, Fixed Income
Education
Penn State University 1991 — 1995
Bachelor's Degree, Special Education and Teaching
Springfield High School
Vanguard September 2007 - Present
Skills
Mutual Funds, Investments, Retirement Planning, Equities, Asset Allocation, Portfolio Management, Project Management, Financial Services, Securities, Retirement, Fixed Income
Education
Penn State University 1991 — 1995
Bachelor's Degree, Special Education and Teaching
Springfield High School
Cornell Fields Cornell Fields's Vanguard Experience April 2011 - Present
Job Relationship Manager at Vanguard
Industry Financial Services
Experience
Vanguard April 2011 - Present
Merrill Lynch February 2007 - July 2009
Skills
Investments, Portfolio Management, Finance, Mutual Funds, CRM, Management, Retirement Planning, Leadership, Analysis, Asset Allocation, Accounting, Strategic Financial..., Relationship Management, Microsoft Excel, Financial Analysis, Series 63, Cash Management, Series 7, Financial Planning
Education
Penn State University
Master of Science (M.S.), Finance
Penn State University
Master of Business Administration (M.B.A.), Finance
Rutgers, The State University of New Jersey-Newark
M.A., History
William Paterson University of New Jersey
Bachelor's degree
Vanguard April 2011 - Present
Merrill Lynch February 2007 - July 2009
Skills
Investments, Portfolio Management, Finance, Mutual Funds, CRM, Management, Retirement Planning, Leadership, Analysis, Asset Allocation, Accounting, Strategic Financial..., Relationship Management, Microsoft Excel, Financial Analysis, Series 63, Cash Management, Series 7, Financial Planning
Education
Penn State University
Master of Science (M.S.), Finance
Penn State University
Master of Business Administration (M.B.A.), Finance
Rutgers, The State University of New Jersey-Newark
M.A., History
William Paterson University of New Jersey
Bachelor's degree
Pat Samanns's Vanguard Experience May 2010 - August 2010
Job Compliance Intern at Unilife Corporation
Industry Law Practice
Experience
Unilife Corporation September 2015 - Present
Jordan Reilly & Associates July 2015 - Present
The Honorable Thomas P. Rogers May 2014 - August 2014
Preferred Sands January 2013 - August 2013
Northwestern Mutual May 2011 - October 2012
Vanguard May 2010 - August 2010
Skills
Legal Research, Legal Writing, Accounts Receivable, Microsoft Technologies, Syteline ERP, Disability Insurance, Long Term Care Insurance, Personal Financial..., Term Life Insurance, Process Improvement, Permanent Life Insurance, Life Insurance, Personal Budgeting, Insurance, Invoicing, Strategic Financial...
Education
Temple University - James E. Beasley School of Law 2013 — 2016
Doctor of Law (JD), Law
Penn State University 2009 — 2013
Bachelor of Science (B.S.), Accounting
La Salle College High School 2005 — 2009
Unilife Corporation September 2015 - Present
Jordan Reilly & Associates July 2015 - Present
The Honorable Thomas P. Rogers May 2014 - August 2014
Preferred Sands January 2013 - August 2013
Northwestern Mutual May 2011 - October 2012
Vanguard May 2010 - August 2010
Skills
Legal Research, Legal Writing, Accounts Receivable, Microsoft Technologies, Syteline ERP, Disability Insurance, Long Term Care Insurance, Personal Financial..., Term Life Insurance, Process Improvement, Permanent Life Insurance, Life Insurance, Personal Budgeting, Insurance, Invoicing, Strategic Financial...
Education
Temple University - James E. Beasley School of Law 2013 — 2016
Doctor of Law (JD), Law
Penn State University 2009 — 2013
Bachelor of Science (B.S.), Accounting
La Salle College High School 2005 — 2009
William Evers's Vanguard Experience May 2015 - Present
Job Developer at Vanguard
Industry Information Technology and Services
Experience
Vanguard May 2015 - Present
Vanguard June 2013 - May 2015
Vanguard May 2012 - August 2012
Skills
Mac OS, iOS, Unix, Team Leadership, Lotus Notes, LAN Administration, Customer Service, Windows, Desktop Administration, Leadership, Mac Support, Process Improvement, Access
Education
Penn State University 2014 — 2017
Master of Business Administration (M.B.A.)
Penn State University 2009 — 2013
BS, IST
Vanguard May 2015 - Present
Vanguard June 2013 - May 2015
Vanguard May 2012 - August 2012
Skills
Mac OS, iOS, Unix, Team Leadership, Lotus Notes, LAN Administration, Customer Service, Windows, Desktop Administration, Leadership, Mac Support, Process Improvement, Access
Education
Penn State University 2014 — 2017
Master of Business Administration (M.B.A.)
Penn State University 2009 — 2013
BS, IST
KateLyn Reeves's Vanguard Experience March 2014 - Present
Job Processing Associate
Industry Financial Services
Experience
Vanguard March 2014 - Present
ANN INC. September 2012 - March 2014
The Shawnee Inn and Golf Resort May 2012 - February 2013
Tween Brands July 2007 - November 2009
Skills
Customer Satisfaction, Customer Service, Retail Sales, Sales Abilities, Organization, Word Processing, Written & Verbal..., Criminal Justice, Juvenile Law, Hardwork, Determination to Succeed, Sales, Cash Register, Loss Prevention, Inventory Control, Goal Oriented, Team-oriented, Data Entry, Visual Merchandising, Telephone Skills, Teamwork, People Skills, Always Punctual, Time Management, Highly detail oriented, Microsoft Word, PowerPoint, Dependable Team Player, Close Attention to...
Education
Penn State University 2008 — 2012
Bachelor of Arts (B.A.), Criminal Justice/Safety Studies
Vanguard March 2014 - Present
ANN INC. September 2012 - March 2014
The Shawnee Inn and Golf Resort May 2012 - February 2013
Tween Brands July 2007 - November 2009
Skills
Customer Satisfaction, Customer Service, Retail Sales, Sales Abilities, Organization, Word Processing, Written & Verbal..., Criminal Justice, Juvenile Law, Hardwork, Determination to Succeed, Sales, Cash Register, Loss Prevention, Inventory Control, Goal Oriented, Team-oriented, Data Entry, Visual Merchandising, Telephone Skills, Teamwork, People Skills, Always Punctual, Time Management, Highly detail oriented, Microsoft Word, PowerPoint, Dependable Team Player, Close Attention to...
Education
Penn State University 2008 — 2012
Bachelor of Arts (B.A.), Criminal Justice/Safety Studies
Brandon LaMar's Vanguard Experience June 2012 - April 2013
Job Corporate Finance Professional & MBA Candidate at University of Michigan Stephen M. Ross School of Business
Industry Automotive
Experience
General Motors April 2013 - Present
Pfizer January 2015 - April 2015
Vanguard June 2012 - April 2013
Vanguard August 2011 - June 2012
Skills
Market Research, Marketing Strategy, Financial Analysis, Financial Reporting, Financial Modeling, Creative Problem Solving, Business Strategy, Economic Research, Strategy, Project Management, Data Analysis, Statistical Data..., Market Analysis, Quantitative Analytics, Competitive Intelligence, Customer Insight, Capital Markets, Asset Allocation, Leadership, Manufacturing, Automotive
Education
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (MBA), Strategy, Finance
Penn State University
Bachelor of Science (B.S.), Economics
General Motors April 2013 - Present
Pfizer January 2015 - April 2015
Vanguard June 2012 - April 2013
Vanguard August 2011 - June 2012
Skills
Market Research, Marketing Strategy, Financial Analysis, Financial Reporting, Financial Modeling, Creative Problem Solving, Business Strategy, Economic Research, Strategy, Project Management, Data Analysis, Statistical Data..., Market Analysis, Quantitative Analytics, Competitive Intelligence, Customer Insight, Capital Markets, Asset Allocation, Leadership, Manufacturing, Automotive
Education
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (MBA), Strategy, Finance
Penn State University
Bachelor of Science (B.S.), Economics
Ty McGilberry Ty McGilberry's Vanguard Experience May 2010 - January 2013
Job Financial Advisor | Media, PA 19063 | Wechsler Marsico Simpson
Industry Financial Services
Experience
Wechsler Marsico Simpson February 2013 - Present
Vanguard May 2010 - January 2013
Penn State University August 2012 - December 2012
The Vanguard Group July 2008 - May 2010
The Vanguard Group February 2006 - July 2008
The Vanguard Group October 2004 - February 2006
The Vanguard Group January 2004 - October 2004
California Cafe April 2001 - October 2004
Penn State University June 1996 - December 2003
Red Lobster June 1995 - April 2001
Skills
CRM, Financial Services, Asset Allocation, Program Management, Series 63, Change Management, Investments, Coaching, Leadership Development, Analysis, Sales Management, Mutual Funds, Customer Relations, Series 6, Career Development, Customer Service, Time Management, Culture, Diversity, Diversity Training, Project Planning, Project Coordination, Project Delivery, Securities, 401k, Retirement, Project Management, Access, Software Documentation, Sales Coach, Sales Trainings, Sales Skills Training, Project Implementation, Project Execution, Team Management, Team Leadership, Team Building, Process Mapping, Process Management, Call Center Development, Building Customer..., Consultative Selling, Event Planning, Investment Strategies, Wealth Management, Financial Strategy, Retirement Strategies, Leadership, Management, Relationship Management
Education
Pennsylvania State University-Great Valley Graduate Center 2007 — 2010
Masters, Business Administration
Pennsylvania State University-Delaware County 1996 — 2003
Business Administration, Marketing and Management
Pennsylvania State University 1996 — 2001
Business Administration, Marketing and Management
Wechsler Marsico Simpson February 2013 - Present
Vanguard May 2010 - January 2013
Penn State University August 2012 - December 2012
The Vanguard Group July 2008 - May 2010
The Vanguard Group February 2006 - July 2008
The Vanguard Group October 2004 - February 2006
The Vanguard Group January 2004 - October 2004
California Cafe April 2001 - October 2004
Penn State University June 1996 - December 2003
Red Lobster June 1995 - April 2001
Skills
CRM, Financial Services, Asset Allocation, Program Management, Series 63, Change Management, Investments, Coaching, Leadership Development, Analysis, Sales Management, Mutual Funds, Customer Relations, Series 6, Career Development, Customer Service, Time Management, Culture, Diversity, Diversity Training, Project Planning, Project Coordination, Project Delivery, Securities, 401k, Retirement, Project Management, Access, Software Documentation, Sales Coach, Sales Trainings, Sales Skills Training, Project Implementation, Project Execution, Team Management, Team Leadership, Team Building, Process Mapping, Process Management, Call Center Development, Building Customer..., Consultative Selling, Event Planning, Investment Strategies, Wealth Management, Financial Strategy, Retirement Strategies, Leadership, Management, Relationship Management
Education
Pennsylvania State University-Great Valley Graduate Center 2007 — 2010
Masters, Business Administration
Pennsylvania State University-Delaware County 1996 — 2003
Business Administration, Marketing and Management
Pennsylvania State University 1996 — 2001
Business Administration, Marketing and Management
Susan Getts Susan Getts's Vanguard Experience September 2011 - Present
Job Project Manager at The Vanguard Group
Industry Financial Services
Experience
Vanguard September 2011 - Present
Vanguard July 2001 - September 2011
Vanguard September 1999 - July 2001
Vanguard September 1996 - September 1999
Skills
Requirements Gathering, Project Management, Process Improvement, Agile Methodologies, Requirements Analysis, Visio, Change Management, SharePoint, Team Leadership, Team Building, Performance Management, Coaching, Business Requirements, User Acceptance Testing, Business Process..., Six Sigma, Strategic Planning, Business Process Design, Business Transformation, Project Portfolio..., Business Process, Management, Project Delivery, Business Analysis
Education
Penn State University 1985 — 1990
Bachelor of Arts (B.A.), English with Writing Concentration
Vanguard September 2011 - Present
Vanguard July 2001 - September 2011
Vanguard September 1999 - July 2001
Vanguard September 1996 - September 1999
Skills
Requirements Gathering, Project Management, Process Improvement, Agile Methodologies, Requirements Analysis, Visio, Change Management, SharePoint, Team Leadership, Team Building, Performance Management, Coaching, Business Requirements, User Acceptance Testing, Business Process..., Six Sigma, Strategic Planning, Business Process Design, Business Transformation, Project Portfolio..., Business Process, Management, Project Delivery, Business Analysis
Education
Penn State University 1985 — 1990
Bachelor of Arts (B.A.), English with Writing Concentration
Joseph Matranga Joseph Matranga's Vanguard Experience October 2014 - Present
Job Client Relationship Associate at Vanguard
Industry Financial Services
Experience
Vanguard October 2014 - Present
Smart Consulting Group, LLC March 2012 - October 2014
EPL Sports June 2007 - October 2011
Whitford Corporation July 2010 - August 2010
Skills
Marketing, Sales, Coaching, Microsoft Office, Microsoft Excel, PowerPoint, Time Management, Access, Microsoft Word, Social Media, Outlook, Analysis, Event Planning, Microsoft Exchange, Customer Service, Management Consulting, Business Travel, SharePoint, WordPress, Proposal Production, QuickBooks, Inventory Management, Invoicing, Maintenance Management, Series 6, Series 63
Education
Penn State University 2008 — 2011
BS, Business Management and International Business
Smeal College of Business 2008 — 2011
Bachelor of Science, Management
Institute of Palazzo Rucellai 2010 — 2010
International Business, Business Management
Vanguard October 2014 - Present
Smart Consulting Group, LLC March 2012 - October 2014
EPL Sports June 2007 - October 2011
Whitford Corporation July 2010 - August 2010
Skills
Marketing, Sales, Coaching, Microsoft Office, Microsoft Excel, PowerPoint, Time Management, Access, Microsoft Word, Social Media, Outlook, Analysis, Event Planning, Microsoft Exchange, Customer Service, Management Consulting, Business Travel, SharePoint, WordPress, Proposal Production, QuickBooks, Inventory Management, Invoicing, Maintenance Management, Series 6, Series 63
Education
Penn State University 2008 — 2011
BS, Business Management and International Business
Smeal College of Business 2008 — 2011
Bachelor of Science, Management
Institute of Palazzo Rucellai 2010 — 2010
International Business, Business Management
Cheryl Hinkson Cheryl Hinkson's Vanguard Experience March 2006 - February 2007
Job Corporate Actions Analyst
Industry Financial Services
Experience
Itau Private Bank October 2010 - August 2011
Itau Private Bank November 2008 - October 2010
BNP Paribas June 2007 - October 2008
Vanguard March 2006 - February 2007
PNC 2004 - 2006
PNC 2000 - 2004
PNC 1999 - 2000
PNC 1998 - 1999
Skills
MS Excel, MS Outlook, Lotus Notes, Olympic, Frontier, Bolivar, DTC, Wilco Gloss, Wilco Jam
Education
Penn State University
Business Administration with an Accounting Focus
Overbrook High School 1991 — 1994
Diploma, General Studies
Itau Private Bank October 2010 - August 2011
Itau Private Bank November 2008 - October 2010
BNP Paribas June 2007 - October 2008
Vanguard March 2006 - February 2007
PNC 2004 - 2006
PNC 2000 - 2004
PNC 1999 - 2000
PNC 1998 - 1999
Skills
MS Excel, MS Outlook, Lotus Notes, Olympic, Frontier, Bolivar, DTC, Wilco Gloss, Wilco Jam
Education
Penn State University
Business Administration with an Accounting Focus
Overbrook High School 1991 — 1994
Diploma, General Studies
Steven Brogan's Vanguard Experience June 2010 - July 2011
Job Associate at Drinker Biddle & Reath LLP
Industry Law Practice
Experience
Drinker Biddle & Reath LLP September 2014 - Present
Penn State Law July 2011 - May 2014
Drinker Biddle & Reath LLP May 2013 - July 2013
Judge Renee Cohn Jubelirer, Commonwealth Court of Pennsylvania January 2013 - May 2013
Honorable Kim R. Gibson, U.S. District Court for the Western District of PA August 2012 - December 2012
Drinker Biddle & Reath LLP May 2012 - August 2012
Vanguard June 2010 - July 2011
The Vanguard Group April 2008 - June 2010
The Vanguard Group November 2006 - March 2008
Education
Penn State University 2011 — 2014
J.D., summa cum laude
Villanova University 2003 — 2006
BA, Psychology
Drinker Biddle & Reath LLP September 2014 - Present
Penn State Law July 2011 - May 2014
Drinker Biddle & Reath LLP May 2013 - July 2013
Judge Renee Cohn Jubelirer, Commonwealth Court of Pennsylvania January 2013 - May 2013
Honorable Kim R. Gibson, U.S. District Court for the Western District of PA August 2012 - December 2012
Drinker Biddle & Reath LLP May 2012 - August 2012
Vanguard June 2010 - July 2011
The Vanguard Group April 2008 - June 2010
The Vanguard Group November 2006 - March 2008
Education
Penn State University 2011 — 2014
J.D., summa cum laude
Villanova University 2003 — 2006
BA, Psychology
Jay Popky, CFP®'s Vanguard Experience June 2014 - June 2015
Job Financial Advisor
Industry Financial Services
Experience
Capital One Investing June 2015 - Present
Vanguard June 2014 - June 2015
Vanguard August 2000 - May 2014
Towers Perrin August 1995 - July 2000
Meridian Asset Management April 1994 - August 1995
Coopers & Lybrand July 1989 - April 1994
Skills
Financial Services, Relationship Management, Investments, Mutual Funds, Customer Service, Process Improvement, Management, Analysis, Project Management, Microsoft Office, Business Analysis
Education
Penn State University 1979 — 1984
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities
Capital One Investing June 2015 - Present
Vanguard June 2014 - June 2015
Vanguard August 2000 - May 2014
Towers Perrin August 1995 - July 2000
Meridian Asset Management April 1994 - August 1995
Coopers & Lybrand July 1989 - April 1994
Skills
Financial Services, Relationship Management, Investments, Mutual Funds, Customer Service, Process Improvement, Management, Analysis, Project Management, Microsoft Office, Business Analysis
Education
Penn State University 1979 — 1984
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities
Jacqueline Corcoran's Vanguard Experience June 2014 - Present
Job Manager Project Management Office in Retail Operations
Industry Financial Services
Experience
Vanguard June 2014 - Present
Vanguard June 2012 - May 2014
The Vanguard Group June 2011 - August 2012
The Vanguard Group July 2007 - June 2011
The Vanguard Group April 2005 - July 2007
Skills
Leadership, Project Management, Management, Financial Services, Process Improvement, Mutual Funds, Business Analysis, Series 63, Investments, CRM, Portfolio Management, Strategy, Equities, Financial Analysis, Analysis, Relationship Management, Performance Management, Accounting, Business Strategy, Series 7, PMO, Asset Allocation, Risk Management, Analytics, Financial Modeling
Education
Saint Joseph's University - Erivan K. Haub School of Business 2011 — 2015
MBA
The American College 2007 — 2009
CFP, Certified Financial Planning Candidate
Penn State University 2000 — 2004
BS, Economics
Lansdale Catholic High School 1996 — 2000
Vanguard June 2014 - Present
Vanguard June 2012 - May 2014
The Vanguard Group June 2011 - August 2012
The Vanguard Group July 2007 - June 2011
The Vanguard Group April 2005 - July 2007
Skills
Leadership, Project Management, Management, Financial Services, Process Improvement, Mutual Funds, Business Analysis, Series 63, Investments, CRM, Portfolio Management, Strategy, Equities, Financial Analysis, Analysis, Relationship Management, Performance Management, Accounting, Business Strategy, Series 7, PMO, Asset Allocation, Risk Management, Analytics, Financial Modeling
Education
Saint Joseph's University - Erivan K. Haub School of Business 2011 — 2015
MBA
The American College 2007 — 2009
CFP, Certified Financial Planning Candidate
Penn State University 2000 — 2004
BS, Economics
Lansdale Catholic High School 1996 — 2000
Kevin Miller, CFP®'s Vanguard Experience June 2014 - Present
Job Financial Advisor at Vanguard
Industry Investment Management
Experience
Vanguard June 2014 - Present
Vanguard December 2010 - May 2014
The Vanguard Group July 2007 - December 2010
National City Bank 2003 - 2005
Skills
Series 7, Mutual Funds, Series 63, Asset Allocation, Investments, Retirement, Series 6, 401k
Education
Pennsylvania State University-Great Valley Graduate Center 2008 — 2012
MBA
Penn State University 1997 — 2002
Bachelor of Science, Economics
PHS 1994 — 1997
Franklin Elementary
Vanguard June 2014 - Present
Vanguard December 2010 - May 2014
The Vanguard Group July 2007 - December 2010
National City Bank 2003 - 2005
Skills
Series 7, Mutual Funds, Series 63, Asset Allocation, Investments, Retirement, Series 6, 401k
Education
Pennsylvania State University-Great Valley Graduate Center 2008 — 2012
MBA
Penn State University 1997 — 2002
Bachelor of Science, Economics
PHS 1994 — 1997
Franklin Elementary
Stephanie Salvatore's Vanguard Experience March 2008 - October 2008
Job Account Manager at Starz Entertainment
Industry Entertainment
Experience
Starz Entertainment November 2010 - Present
Starz Entertainment October 2008 - November 2010
Vanguard March 2008 - October 2008
The Vanguard Group July 2007 - March 2008
Penn State University February 2007 - May 2007
Penn State University 2005 - 2007
Crozer-Keystone Health System May 2006 - September 2006
Philadelphia Eagles June 2005 - August 2005
Skills
Account Management, Promotions, Customer Relations, Outlook, PowerPoint, Word, Excel, Public Speaking, Forecasting, Customer Service, Social Media Marketing, Social Media, Call Center, Microsoft Office, Negotiation, Business Strategy, Budgeting, Marketing Strategy, Television, New Business Development, Marketing Communications, Team Building, Mentoring, Coaching, Budgets, Sales, Sales Operations
Education
Penn State University 2003 — 2007
Bachelor of Science (B.S.), Marketing Major, Media Studies Minor
Sun Valley High School 1999 — 2003
Starz Entertainment November 2010 - Present
Starz Entertainment October 2008 - November 2010
Vanguard March 2008 - October 2008
The Vanguard Group July 2007 - March 2008
Penn State University February 2007 - May 2007
Penn State University 2005 - 2007
Crozer-Keystone Health System May 2006 - September 2006
Philadelphia Eagles June 2005 - August 2005
Skills
Account Management, Promotions, Customer Relations, Outlook, PowerPoint, Word, Excel, Public Speaking, Forecasting, Customer Service, Social Media Marketing, Social Media, Call Center, Microsoft Office, Negotiation, Business Strategy, Budgeting, Marketing Strategy, Television, New Business Development, Marketing Communications, Team Building, Mentoring, Coaching, Budgets, Sales, Sales Operations
Education
Penn State University 2003 — 2007
Bachelor of Science (B.S.), Marketing Major, Media Studies Minor
Sun Valley High School 1999 — 2003
Melissa Falvey's Vanguard Experience February 2013 - January 2015
Job Sales Director
Industry Financial Services
Experience
HelloWallet, a Morningstar Company January 2015 - Present
Vanguard February 2013 - January 2015
Vanguard October 2009 - February 2013
Vanguard January 2004 - October 2009
Skills
Series 6, Series 63, Communication Training, Strategy, Corporate Communications, Portfolio Management, Strategic Thinking, Investment Strategies, Investment Management, Management, Retirement Planning, CRM, Asset Management, Wealth Management, Asset Allocation, Equities, Finance, Financial Planning, Financial Analysis, Financial Services, Mutual Funds
Education
Penn State University 2002 — 2004
MBA, Business, Marketing
University of Delaware 1994 — 1998
B.S., Marketing, International Business
HelloWallet, a Morningstar Company January 2015 - Present
Vanguard February 2013 - January 2015
Vanguard October 2009 - February 2013
Vanguard January 2004 - October 2009
Skills
Series 6, Series 63, Communication Training, Strategy, Corporate Communications, Portfolio Management, Strategic Thinking, Investment Strategies, Investment Management, Management, Retirement Planning, CRM, Asset Management, Wealth Management, Asset Allocation, Equities, Finance, Financial Planning, Financial Analysis, Financial Services, Mutual Funds
Education
Penn State University 2002 — 2004
MBA, Business, Marketing
University of Delaware 1994 — 1998
B.S., Marketing, International Business
Joseph Dickinson's Vanguard Experience March 2013 - April 2014
Job Service Delivery Manager at Cannon Group
Industry Telecommunications
Experience
Cannon Group October 2014 - Present
Vanguard March 2013 - April 2014
Hospice and Homecare Foundation 2011 - April 2013
Vanguard January 1997 - March 2013
Vanguard January 1994 - January 1997
Vanguard January 1992 - January 1994
Black & Decker January 1982 - May 1988
Skills
Telecommunications, Networking, Project Management, Process Improvement, Call Centers, Vendor Management, Leadership, Business Analysis, Program Management, Management, Visio, Disaster Recovery, Financial Services, SDLC, Customer Service, Team Leadership, CRM, Strategic Planning, Microsoft Office, Access, Call Center, Integration, Unified Communications
Education
Penn State University 1997 — 2001
Bachelor of Arts (B.A.), Humanities/Business
cchs
Cannon Group October 2014 - Present
Vanguard March 2013 - April 2014
Hospice and Homecare Foundation 2011 - April 2013
Vanguard January 1997 - March 2013
Vanguard January 1994 - January 1997
Vanguard January 1992 - January 1994
Black & Decker January 1982 - May 1988
Skills
Telecommunications, Networking, Project Management, Process Improvement, Call Centers, Vendor Management, Leadership, Business Analysis, Program Management, Management, Visio, Disaster Recovery, Financial Services, SDLC, Customer Service, Team Leadership, CRM, Strategic Planning, Microsoft Office, Access, Call Center, Integration, Unified Communications
Education
Penn State University 1997 — 2001
Bachelor of Arts (B.A.), Humanities/Business
cchs
Mandeep Jangi's Vanguard Experience October 2015 - Present
Job Engagement & Inclusion Manager at Vanguard
Industry Financial Services
Experience
Vanguard October 2015 - Present
Vanguard September 2013 - September 2015
Vanguard November 2011 - September 2013
Vanguard August 2011 - November 2011
Vanguard December 2009 - August 2011
Vanguard July 2008 - November 2009
Skills
Fund Accounting, Leadership, Internal/External..., Quality Management, Diversity & Inclusion, Securities, Mutual Funds, Portfolio Management, Analysis, Process Improvement, Fixed Income, Financial Analysis, Investments, Project Management
Education
Penn State University 2004 — 2008
Bachelor of Science, Finance, Supply Chain & Information Systems Technology
Vanguard October 2015 - Present
Vanguard September 2013 - September 2015
Vanguard November 2011 - September 2013
Vanguard August 2011 - November 2011
Vanguard December 2009 - August 2011
Vanguard July 2008 - November 2009
Skills
Fund Accounting, Leadership, Internal/External..., Quality Management, Diversity & Inclusion, Securities, Mutual Funds, Portfolio Management, Analysis, Process Improvement, Fixed Income, Financial Analysis, Investments, Project Management
Education
Penn State University 2004 — 2008
Bachelor of Science, Finance, Supply Chain & Information Systems Technology
Kevin Royer's Vanguard Experience January 2007 - July 2008
Job Marketing, Strategy, & Finance
Industry Telecommunications
Experience
Level 3 Communications September 2011 - June 2014
Darden Capital Management August 2008 - May 2010
Avondale Partners May 2009 - August 2009
Vanguard January 2007 - July 2008
Vanguard September 2005 - December 2006
Education
University of Virginia - Darden Graduate School of Business Administration 2008 — 2010
MBA, MBA
Penn State University 2001 — 2005
BS, Finance (Economics & Spanish minors)
Level 3 Communications September 2011 - June 2014
Darden Capital Management August 2008 - May 2010
Avondale Partners May 2009 - August 2009
Vanguard January 2007 - July 2008
Vanguard September 2005 - December 2006
Education
University of Virginia - Darden Graduate School of Business Administration 2008 — 2010
MBA, MBA
Penn State University 2001 — 2005
BS, Finance (Economics & Spanish minors)
Brian Roussey's Vanguard Experience February 2010 - Present
Job Data Administrator at Vanguard
Industry Financial Services
Experience
Vanguard February 2010 - Present
Vanguard January 2006 - February 2010
Vanguard February 2004 - January 2006
Roussey Restaurants, LLC January 2002 - November 2003
Skills
Data Analysis, Microsoft Excel, Microsoft Access, Visual Basic, Dashboarding, Process Improvement, Ad Hoc Reporting, Strategic Consulting, Client Relations, Entrepreneurship, Business Process Mapping
Education
Penn State University 1998 — 2001
Bachelor’s Degree, Business Administration, Management and Operations, 3.75 In Major
Vanguard February 2010 - Present
Vanguard January 2006 - February 2010
Vanguard February 2004 - January 2006
Roussey Restaurants, LLC January 2002 - November 2003
Skills
Data Analysis, Microsoft Excel, Microsoft Access, Visual Basic, Dashboarding, Process Improvement, Ad Hoc Reporting, Strategic Consulting, Client Relations, Entrepreneurship, Business Process Mapping
Education
Penn State University 1998 — 2001
Bachelor’s Degree, Business Administration, Management and Operations, 3.75 In Major
Dorothy McFalls's Vanguard Experience March 2013 - Present
Job Principal, Benefits and Compensation at Vanguard
Industry Financial Services
Experience
Vanguard March 2013 - Present
Vanguard 2001 - March 2013
Main Line Health, Inc. March 1993 - June 2001
Subaru of America March 1984 - November 1992
Skills
Employee Benefits, Defined Benefit, Executive Pay, ERISA, HRIS, Performance Management, Deferred Compensation, Employee Relations, Pensions, Employee Engagement, Retirement
Education
Institute for Paralegal Training
Institute for Paralegal Training
Penn State University
B.S.
Vanguard March 2013 - Present
Vanguard 2001 - March 2013
Main Line Health, Inc. March 1993 - June 2001
Subaru of America March 1984 - November 1992
Skills
Employee Benefits, Defined Benefit, Executive Pay, ERISA, HRIS, Performance Management, Deferred Compensation, Employee Relations, Pensions, Employee Engagement, Retirement
Education
Institute for Paralegal Training
Institute for Paralegal Training
Penn State University
B.S.
Joy Zatkos's Vanguard Experience January 2011 - Present
Job Department Head at Vanguard
Industry Financial Services
Experience
Vanguard January 2011 - Present
Education
Saint Joseph's University 2006 — 2010
MBA, Business Administration/International
Penn State University 1986 — 1991
BS, Management
Vanguard January 2011 - Present
Education
Saint Joseph's University 2006 — 2010
MBA, Business Administration/International
Penn State University 1986 — 1991
BS, Management
Jenny Limonnik's Vanguard Experience September 2008 - September 2012
Job Program Director at Project Spotlight, Inc.
Industry Financial Services
Experience
CPR Restoration Services, LLC. September 2012 - Present
Project Spotlight, Inc. March 2009 - Present
Spotlight Dance Center, Inc. September 2008 - Present
Vanguard September 2008 - September 2012
Skills
Finance, Financial Services, Mutual Funds, Accounts Payable, Series 63, Series 7, Portfolio Management, Risk Management, Financial Analysis, Process Improvement, Investments, Securities, Retirement, Asset Management, Asset Allocation, SDLC, Equities, Wealth Management, Financial Modeling, Relationship Management
Education
Penn State University 2009 — 2012
Master of Business Administration (MBA), New Ventures and Entrepreneurial Studies
Penn State University 2000 — 2004
Bachelor of Science (BS), Accounting and Finance
CPR Restoration Services, LLC. September 2012 - Present
Project Spotlight, Inc. March 2009 - Present
Spotlight Dance Center, Inc. September 2008 - Present
Vanguard September 2008 - September 2012
Skills
Finance, Financial Services, Mutual Funds, Accounts Payable, Series 63, Series 7, Portfolio Management, Risk Management, Financial Analysis, Process Improvement, Investments, Securities, Retirement, Asset Management, Asset Allocation, SDLC, Equities, Wealth Management, Financial Modeling, Relationship Management
Education
Penn State University 2009 — 2012
Master of Business Administration (MBA), New Ventures and Entrepreneurial Studies
Penn State University 2000 — 2004
Bachelor of Science (BS), Accounting and Finance
Rick Chiavetta's Vanguard Experience March 2015 - Present
Job Global Technology Operations Service Architect
Industry Financial Services
Experience
Vanguard March 2015 - Present
Vanguard July 2007 - February 2015
US Air Force Reserve December 1998 - February 2008
Vanguard August 2002 - July 2007
Vanguard May 2000 - August 2002
Vanguard November 1998 - May 2000
United States Air Force November 1997 - December 1998
United States Air Force April 1996 - November 1997
United States Air Force February 1995 - March 1996
United States Air Force January 1994 - February 1995
Skills
Process Improvement, Project Management, Leadership, SDLC, Strategic Planning, Business Analysis, Management, Software Project..., Integration, IT Strategy
Education
The George Washington University 1999 — 2000
Masters Certificate, Project Management
Penn State University 1988 — 1990
BS, Electrical Engineering Technology
Lehigh Carbon Community College 1986 — 1988
AAS, Electronics Technology
Vanguard March 2015 - Present
Vanguard July 2007 - February 2015
US Air Force Reserve December 1998 - February 2008
Vanguard August 2002 - July 2007
Vanguard May 2000 - August 2002
Vanguard November 1998 - May 2000
United States Air Force November 1997 - December 1998
United States Air Force April 1996 - November 1997
United States Air Force February 1995 - March 1996
United States Air Force January 1994 - February 1995
Skills
Process Improvement, Project Management, Leadership, SDLC, Strategic Planning, Business Analysis, Management, Software Project..., Integration, IT Strategy
Education
The George Washington University 1999 — 2000
Masters Certificate, Project Management
Penn State University 1988 — 1990
BS, Electrical Engineering Technology
Lehigh Carbon Community College 1986 — 1988
AAS, Electronics Technology
Dan Calderoni's Vanguard Experience July 2011 - Present
Job Senior Financial Administrator at Vanguard
Industry Financial Services
Experience
Vanguard July 2011 - Present
Vanguard September 2006 - July 2011
Skills
Microsoft Office, Financial Analysis
Education
Penn State University 2010 — 2013
MBA
Millersville University of Pennsylvania 2001 — 2005
B.S., Business Administration
Vanguard July 2011 - Present
Vanguard September 2006 - July 2011
Skills
Microsoft Office, Financial Analysis
Education
Penn State University 2010 — 2013
MBA
Millersville University of Pennsylvania 2001 — 2005
B.S., Business Administration
Michael DeFlavia, CFP®'s Vanguard Experience December 2011 - Present
Job Business Development Executive, Bermuda and the Caribbean The Vanguard Group
Industry Financial Services
Experience
Vanguard December 2011 - Present
Vanguard January 2007 - December 2011
Vanguard April 2004 - January 2007
Vanguard September 1999 - April 2004
Vanguard September 1997 - September 1999
Vanguard September 1996 - September 1997
Skills
Business Development, Relationship Management, Mutual Funds, Asset Allocation, ETFs, Investment Management, Investments, Investment Strategies, Wealth Management, Asset Management, Portfolio Management, Investment Advisory, Alternative Investments, Series 63, Equities, Certified Financial..., Asset Managment, Series 7, Offshore Investments, Financial Services, Retirement, Fixed Income, Risk Management, Financial Planning, Finance, Financial Advisory, Retirement Planning, Pensions
Education
Penn State University 1984 — 1989
Bachelor’s Degree, Finance
Vanguard December 2011 - Present
Vanguard January 2007 - December 2011
Vanguard April 2004 - January 2007
Vanguard September 1999 - April 2004
Vanguard September 1997 - September 1999
Vanguard September 1996 - September 1997
Skills
Business Development, Relationship Management, Mutual Funds, Asset Allocation, ETFs, Investment Management, Investments, Investment Strategies, Wealth Management, Asset Management, Portfolio Management, Investment Advisory, Alternative Investments, Series 63, Equities, Certified Financial..., Asset Managment, Series 7, Offshore Investments, Financial Services, Retirement, Fixed Income, Risk Management, Financial Planning, Finance, Financial Advisory, Retirement Planning, Pensions
Education
Penn State University 1984 — 1989
Bachelor’s Degree, Finance
Bob Jaworski's Vanguard Experience April 1999 - July 2000
Job System Engineer at RackWare Inc.
Industry Computer Networking
Experience
RackWare Inc. March 2015 - Present
Intel Corporation February 2012 - March 2015
QLogic September 2006 - February 2012
SilverStorm Technologies July 2000 - September 2006
infinicon systems 2000 - 2002
Vanguard April 1999 - July 2000
Lotus Development June 1996 - April 1999
Unisys February 1983 - June 1996
Skills
HPC, Infiniband, Ethernet
Education
Villanova University 1985 — 1989
MS, Computer Science
Penn State University 1984 — 1989
Computer Science
RackWare Inc. March 2015 - Present
Intel Corporation February 2012 - March 2015
QLogic September 2006 - February 2012
SilverStorm Technologies July 2000 - September 2006
infinicon systems 2000 - 2002
Vanguard April 1999 - July 2000
Lotus Development June 1996 - April 1999
Unisys February 1983 - June 1996
Skills
HPC, Infiniband, Ethernet
Education
Villanova University 1985 — 1989
MS, Computer Science
Penn State University 1984 — 1989
Computer Science
Aaron Tremba's Vanguard Experience September 2005 - Present
Job Relationship Manager at Vanguard
Industry Financial Services
Experience
Vanguard September 2005 - Present
Skills
Relationship Management, Investments, Mutual Funds, Portfolio Management
Education
Penn State University 1991 — 1995
Bachelor’s Degree, Business Management and Economics
Vanguard September 2005 - Present
Skills
Relationship Management, Investments, Mutual Funds, Portfolio Management
Education
Penn State University 1991 — 1995
Bachelor’s Degree, Business Management and Economics
Thomas Rowland's Vanguard Experience March 2014 - Present
Job Data Modeler Contractor at Vanguard
Industry Computer Software
Experience
Vanguard March 2014 - Present
Vanguard July 2013 - March 2014
Judge Consulting Group April 2012 - May 2013
Anexinet 2009 - April 2012
TEK Systems 2009 - 2009
AmerisourceBergen 2005 - 2008
Praeos Consulting 2005 - 2005
GMAC Commercial Mortgage 2001 - 2005
The IQ Group 1999 - 2001
Pfizer 1999 - 1999
Skills
Data Warehousing, Data Modeling, ETL, Business Intelligence, Data Architecture, SDLC, Enterprise Architecture, SSIS, Process Improvement
Education
Penn State University 1986 — 1990
n/a, Chem Engineering
Vanguard March 2014 - Present
Vanguard July 2013 - March 2014
Judge Consulting Group April 2012 - May 2013
Anexinet 2009 - April 2012
TEK Systems 2009 - 2009
AmerisourceBergen 2005 - 2008
Praeos Consulting 2005 - 2005
GMAC Commercial Mortgage 2001 - 2005
The IQ Group 1999 - 2001
Pfizer 1999 - 1999
Skills
Data Warehousing, Data Modeling, ETL, Business Intelligence, Data Architecture, SDLC, Enterprise Architecture, SSIS, Process Improvement
Education
Penn State University 1986 — 1990
n/a, Chem Engineering
Suzanne Piombino's Vanguard Experience May 1991 - March 2002
Job Instructional Designer
Industry Human Resources
Experience
Worldwide Collectibles and Gifts 2009 - Present
Vanguard May 1991 - March 2002
Education
Penn State University 1994 — 1998
MBA, Business
Shippensburg University of Pennsylvania 1986 — 1990
BA, English
Worldwide Collectibles and Gifts 2009 - Present
Vanguard May 1991 - March 2002
Education
Penn State University 1994 — 1998
MBA, Business
Shippensburg University of Pennsylvania 1986 — 1990
BA, English
Sean Rainey's Vanguard Experience April 2011 - Present
Job Developer at Vanguard
Industry Entertainment
Experience
Vanguard April 2011 - Present
Deluxe Digital Studios July 2008 - February 2011
Education
Penn State University 2005 — 2009
BS, Information Sciences and Technology
Vanguard April 2011 - Present
Deluxe Digital Studios July 2008 - February 2011
Education
Penn State University 2005 — 2009
BS, Information Sciences and Technology
Matt Fuga's Vanguard Experience 2011 - Present
Job Trade Associate at Vanguard
Industry Financial Services
Experience
Vanguard 2011 - Present
Education
Penn State University 2009 — 2011
MBA, Finance
University of Delaware
BA
Vanguard 2011 - Present
Education
Penn State University 2009 — 2011
MBA, Finance
University of Delaware
BA
Erik Olmo's Vanguard Experience September 2012 - Present
Job Investment Professional at Vanguard
Industry
Experience
Vanguard September 2012 - Present
Education
Penn State University 2008 — 2012
Vanguard September 2012 - Present
Education
Penn State University 2008 — 2012
Shakiea McCook's Vanguard Experience July 2010 - August 2014
Job Licensed Personal Banker at Wells Fargo Bank
Industry Financial Services
Experience
Vanguard July 2010 - August 2014
The American College January 2010 - July 2010
The American College July 2008 - January 2010
Strayer University September 2006 - April 2008
Today's Child Learning Center February 2006 - September 2006
Skills
Series 63, FINRA Series 6, Recruiting, Process Improvement
Education
Strayer University 2008 — 2009
MBA, Management
Penn State University 2001 — 2005
BA, Liberal Arts
Vanguard July 2010 - August 2014
The American College January 2010 - July 2010
The American College July 2008 - January 2010
Strayer University September 2006 - April 2008
Today's Child Learning Center February 2006 - September 2006
Skills
Series 63, FINRA Series 6, Recruiting, Process Improvement
Education
Strayer University 2008 — 2009
MBA, Management
Penn State University 2001 — 2005
BA, Liberal Arts
Dan Samarin, MBA's Vanguard Experience November 2007 - May 2010
Job Financial Advisor at BISHOP, SMITH AND ASSOCIATES
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2013 - Present
BNY Mellon June 2010 - March 2013
Vanguard November 2007 - May 2010
AIG February 2007 - September 2007
Education
Penn State University 2010 — 2013
MBA, Finance
Temple University 2002 — 2006
Bachelor of Science (B.S.), Sport and Recreation Management
Ameriprise Financial Services, Inc. March 2013 - Present
BNY Mellon June 2010 - March 2013
Vanguard November 2007 - May 2010
AIG February 2007 - September 2007
Education
Penn State University 2010 — 2013
MBA, Finance
Temple University 2002 — 2006
Bachelor of Science (B.S.), Sport and Recreation Management
George Milligan, CIMA®'s Vanguard Experience June 2014 - Present
Job Risk Advisor at Vanguard
Industry Financial Services
Experience
Vanguard June 2014 - Present
Vanguard June 2009 - June 2014
Vanguard February 2007 - June 2009
Vanguard October 2003 - February 2007
Vanguard October 1997 - October 2003
JC Penney October 1989 - October 1997
Skills
Series 63, Series 6, Mutual Funds, Series 7, Series 24, 401k, Asset Allocation, Investments, Retirement, Relationship Management, Retirement Planning, Wealth Management, Financial Services, ETF Sales, ETFs, CIMA, Investment Strategies, Portfolio Management, Asset Management, FINRA, Asset Managment, Alternative Investments, Investment Management, Strategic Financial..., Investment Advisory, Securities, Financial Markets, Pensions, Fixed Income, Fixed Annuities, Equities, Separately Managed..., Finance, Financial Advisory, Bonds, Capital Markets, Financial Planning
Education
Penn State University 1985 — 1989
BS, Finance
Vanguard June 2014 - Present
Vanguard June 2009 - June 2014
Vanguard February 2007 - June 2009
Vanguard October 2003 - February 2007
Vanguard October 1997 - October 2003
JC Penney October 1989 - October 1997
Skills
Series 63, Series 6, Mutual Funds, Series 7, Series 24, 401k, Asset Allocation, Investments, Retirement, Relationship Management, Retirement Planning, Wealth Management, Financial Services, ETF Sales, ETFs, CIMA, Investment Strategies, Portfolio Management, Asset Management, FINRA, Asset Managment, Alternative Investments, Investment Management, Strategic Financial..., Investment Advisory, Securities, Financial Markets, Pensions, Fixed Income, Fixed Annuities, Equities, Separately Managed..., Finance, Financial Advisory, Bonds, Capital Markets, Financial Planning
Education
Penn State University 1985 — 1989
BS, Finance
Dawn Settanni's Vanguard Experience 2012 - Present
Job Line Manager, Global Data Management
Industry Financial Services
Experience
Vanguard 2012 - Present
Vanguard 2010 - 2012
Vanguard 2007 - 2010
Vanguard 2006 - 2007
Vanguard 2005 - 2006
Vanguard 2004 - 2005
Skills
Mutual Funds
Education
Saint Joseph's University 2011 — 2014
Master of Business Administration (M.B.A.), Management
Penn State University 2000 — 2004
Bachelor of Science (B.S.), Finance, Minor in Economics
Vanguard 2012 - Present
Vanguard 2010 - 2012
Vanguard 2007 - 2010
Vanguard 2006 - 2007
Vanguard 2005 - 2006
Vanguard 2004 - 2005
Skills
Mutual Funds
Education
Saint Joseph's University 2011 — 2014
Master of Business Administration (M.B.A.), Management
Penn State University 2000 — 2004
Bachelor of Science (B.S.), Finance, Minor in Economics
Basma Hameid's Vanguard Experience May 2006 - Present
Job Project Lead at Vanguard
Industry Financial Services
Experience
Vanguard May 2006 - Present
Education
Penn State University 2001 — 2003
MSIS, Information System
Temple University 1990 — 1994
BBA, Accounting
Vanguard May 2006 - Present
Education
Penn State University 2001 — 2003
MSIS, Information System
Temple University 1990 — 1994
BBA, Accounting
Kyle Nazzaro's Vanguard Experience February 2012 - August 2012
Job Financial Analyst at HSBC
Industry Financial Services
Experience
HSBC January 2012 - Present
Vanguard February 2012 - August 2012
Prudential Financial May 2009 - August 2009
Skills
Series 7, Mutual Funds, Series 63, Investments, Asset Allocation, Wealth Management, Strategic Financial..., Financial Analysis, Portfolio Management, Bloomberg, Securities, Equities
Education
Pennsylvania State University 2006 — 2010
Finance
HSBC January 2012 - Present
Vanguard February 2012 - August 2012
Prudential Financial May 2009 - August 2009
Skills
Series 7, Mutual Funds, Series 63, Investments, Asset Allocation, Wealth Management, Strategic Financial..., Financial Analysis, Portfolio Management, Bloomberg, Securities, Equities
Education
Pennsylvania State University 2006 — 2010
Finance
Robert Brogan's Vanguard Experience
Job Line Manager at Vanguard
Industry Financial Services
Experience
Vanguard
Skills
Microsoft Office, Mutual Funds, Program Management, Change Management, Customer Service, Business Analysis, Project Management, Leadership, Business Process..., Process Improvement, Vendor Management, Risk Management, SDLC
Education
Penn State University
Vanguard
Skills
Microsoft Office, Mutual Funds, Program Management, Change Management, Customer Service, Business Analysis, Project Management, Leadership, Business Process..., Process Improvement, Vendor Management, Risk Management, SDLC
Education
Penn State University
Rob Steliga's Vanguard Experience March 1996 - May 2000
Job Director, Application Architecture Quest Diagnostics
Industry Hospital & Health Care
Experience
Quest Diagnostics September 2003 - Present
Siemens Healthcare September 2001 - June 2003
CB Technologies June 2000 - August 2001
Vanguard March 1996 - May 2000
J.P. Morgan September 1990 - May 1996
Skills
SDLC, Process Improvement, Healthcare Information..., HL7, Healthcare
Education
Penn State University 2000 — 2001
Masters Engineering, Software Engineering
University of Delaware 1986 — 1990
Bachelor of Arts (B.A.), Finance
Quest Diagnostics September 2003 - Present
Siemens Healthcare September 2001 - June 2003
CB Technologies June 2000 - August 2001
Vanguard March 1996 - May 2000
J.P. Morgan September 1990 - May 1996
Skills
SDLC, Process Improvement, Healthcare Information..., HL7, Healthcare
Education
Penn State University 2000 — 2001
Masters Engineering, Software Engineering
University of Delaware 1986 — 1990
Bachelor of Arts (B.A.), Finance
Sherri Wark's Vanguard Experience 2005 - 2005
Job Finance Professional at Music Training Center Holding, LLC
Industry Education Management
Experience
Music Training Center Holding, LLC February 2010 - Present
Private Tutor 2006 - 2009
Vanguard 2005 - 2005
MG Industries 1996 - 2005
Education
Penn State University 1999 — 2002
MBA, Business Administration
University of Delaware 1992 — 1996
BA, Chemistry
West Chester East High School 1988 — 1992
Music Training Center Holding, LLC February 2010 - Present
Private Tutor 2006 - 2009
Vanguard 2005 - 2005
MG Industries 1996 - 2005
Education
Penn State University 1999 — 2002
MBA, Business Administration
University of Delaware 1992 — 1996
BA, Chemistry
West Chester East High School 1988 — 1992
Kim Judy's Vanguard Experience February 2001 - July 2004
Job Independent Consultant
Industry Information Technology and Services
Experience
Independent Consultant: AMN Healthcare April 2013 - September 2014
TEKsystems, contract at Carefusion October 2011 - April 2013
TEKsystems
TEK Systems, contract at Attorney's Title Fund Services November 2006 - May 2007
Vanguard February 2001 - July 2004
Vanguard January 2000 - February 2001
Vanguard May 1998 - January 2000
GE Capital October 1997 - May 1998
GE Capital January 1995 - October 1997
Skills
Business Analysis, Integration, Visio, Workshop Facilitation, SDLC, Software Development, Program Management, MS Project, Oracle, Project Management, Cross-functional Team..., Business Process..., Testing, CRM, Software Project..., PMO, Enterprise Software, IT Service Management, Management, Outsourcing, SaaS, Analysis, Business Process, Change Management, Project Planning
Education
Penn State University 1997 — 2000
MBA, Business Administration
University of South Florida 1987 — 1990
BS, Information Technology
Independent Consultant: AMN Healthcare April 2013 - September 2014
TEKsystems, contract at Carefusion October 2011 - April 2013
TEKsystems
TEK Systems, contract at Attorney's Title Fund Services November 2006 - May 2007
Vanguard February 2001 - July 2004
Vanguard January 2000 - February 2001
Vanguard May 1998 - January 2000
GE Capital October 1997 - May 1998
GE Capital January 1995 - October 1997
Skills
Business Analysis, Integration, Visio, Workshop Facilitation, SDLC, Software Development, Program Management, MS Project, Oracle, Project Management, Cross-functional Team..., Business Process..., Testing, CRM, Software Project..., PMO, Enterprise Software, IT Service Management, Management, Outsourcing, SaaS, Analysis, Business Process, Change Management, Project Planning
Education
Penn State University 1997 — 2000
MBA, Business Administration
University of South Florida 1987 — 1990
BS, Information Technology
Sara Witmer's Vanguard Experience November 2003 - August 2006
Job CFO IVG Energy, LTD
Industry Oil & Energy
Experience
IVG Energy January 2013 - Present
IVG Energy August 2006 - December 2012
Vanguard November 2003 - August 2006
Education
Penn State University 1994 — 1998
BS, HRRM
Penn State University 1994 — 1998
Bachelor of Science (B.S.), HRRM
IVG Energy January 2013 - Present
IVG Energy August 2006 - December 2012
Vanguard November 2003 - August 2006
Education
Penn State University 1994 — 1998
BS, HRRM
Penn State University 1994 — 1998
Bachelor of Science (B.S.), HRRM
Andreas Engel's Vanguard Experience April 2013 - Present
Job Business System Analyst at Vanguard
Industry Information Technology and Services
Experience
Vanguard April 2013 - Present
Vanguard November 2011 - April 2013
Geek Squad July 2005 - November 2011
Imagistics International November 2004 - March 2005
Skills
Sales, Cold Calling, New Business Development, Leadership, Time Management, Marketing, Account Management, Windows, Training, Networking
Education
Penn State University 2012 — 2015
Master of Business Administration (MBA), IT Management
Penn State University 2010 — 2012
Master of Science, Information Science
Ursinus College 2000 — 2004
B.A., Business and Economics
Vanguard April 2013 - Present
Vanguard November 2011 - April 2013
Geek Squad July 2005 - November 2011
Imagistics International November 2004 - March 2005
Skills
Sales, Cold Calling, New Business Development, Leadership, Time Management, Marketing, Account Management, Windows, Training, Networking
Education
Penn State University 2012 — 2015
Master of Business Administration (MBA), IT Management
Penn State University 2010 — 2012
Master of Science, Information Science
Ursinus College 2000 — 2004
B.A., Business and Economics
Susan Dlugos Gruschow's Vanguard Experience September 2009 - January 2012
Job Actuarial Consultant
Industry Financial Services
Experience
Independence Blue Cross January 2012 - July 2012
Vanguard September 2009 - January 2012
Triumph Group June 2007 - September 2009
Watson Wyatt January 1996 - March 2000
Benefits Advisers of New England December 1993 - January 1996
Towers Perrin May 1984 - December 1993
Skills
Defined Benefit, 401k, Pension Administration, Defined Contribution, ERISA, Pensions, Employee Benefits, Retirement, Benefits Administration, Financial Services, Process Improvement
Education
Penn State University 1980 — 1984
Bachelor's degree, Mathematics/ Actuarial Science
Nazareth Area High School
Independence Blue Cross January 2012 - July 2012
Vanguard September 2009 - January 2012
Triumph Group June 2007 - September 2009
Watson Wyatt January 1996 - March 2000
Benefits Advisers of New England December 1993 - January 1996
Towers Perrin May 1984 - December 1993
Skills
Defined Benefit, 401k, Pension Administration, Defined Contribution, ERISA, Pensions, Employee Benefits, Retirement, Benefits Administration, Financial Services, Process Improvement
Education
Penn State University 1980 — 1984
Bachelor's degree, Mathematics/ Actuarial Science
Nazareth Area High School
Lindsay Eremus's Vanguard Experience April 2013 - Present
Job Institutional Sales at Vanguard
Industry Financial Services
Experience
Vanguard April 2013 - Present
Education
Penn State University 2002 — 2006
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Vanguard April 2013 - Present
Education
Penn State University 2002 — 2006
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Marianne Bixler's Vanguard Experience
Job Manager at Vanguard
Industry Financial Services
Experience
Vanguard
Skills
PeopleSoft, Hyperion, Project Management
Education
Penn State University
Certification, Project Management
Ursinus College
Bachelor's degree, Business Management
York College of Pennsylvania
Bachelor of Science (BS), Psychology
Vanguard
Skills
PeopleSoft, Hyperion, Project Management
Education
Penn State University
Certification, Project Management
Ursinus College
Bachelor's degree, Business Management
York College of Pennsylvania
Bachelor of Science (BS), Psychology
Dan Housel's Vanguard Experience January 2013 - Present
Job Business Systems Analyst at Vanguard
Industry Financial Services
Experience
Vanguard January 2013 - Present
Skills
Business Analysis, Requirements Analysis, Java, Agile Methodolgy, Communication Skills, Project Planning, Requirements Elicitation, SharePoint, PHP, C++, Visual Basic, JavaScript, System Testing, SQL, Testing, Quality Center, Mobile Testing, Investments, Mutual Funds, Manage Client..., Reusability/Modularity
Education
Penn State Great Valley 2013 — 2016
Masters in Software Engineering
Penn State University 2008 — 2012
Bachelor of Science (B.S.), Information Sciences and Technology
Vanguard January 2013 - Present
Skills
Business Analysis, Requirements Analysis, Java, Agile Methodolgy, Communication Skills, Project Planning, Requirements Elicitation, SharePoint, PHP, C++, Visual Basic, JavaScript, System Testing, SQL, Testing, Quality Center, Mobile Testing, Investments, Mutual Funds, Manage Client..., Reusability/Modularity
Education
Penn State Great Valley 2013 — 2016
Masters in Software Engineering
Penn State University 2008 — 2012
Bachelor of Science (B.S.), Information Sciences and Technology
Anthony Nero's Vanguard Experience September 2007 - Present
Job
Industry Investment Management
Experience
Vanguard September 2007 - Present
Ambler Day School 2003 - 2007
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Retirement Planning, Leadership, Training, Photoshop
Education
Penn State University 1991 — 1995
BS Education, Education
Penn State University
Vanguard September 2007 - Present
Ambler Day School 2003 - 2007
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Retirement Planning, Leadership, Training, Photoshop
Education
Penn State University 1991 — 1995
BS Education, Education
Penn State University
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments