Vanguard Company
Industry: Investment management company
DescriptionThe Vanguard Group is an American registered investment advisor based in Malvern, Pennsylvania with over $5.1 trillion in assets under management. It is the largest provider of mutual funds and the second-largest provider of exchange-traded funds in the world after BlackRock's iShares. Customer service: 0800 032 3731 Assets under management: 5.1 trillion USD (January 31, 2018) Founder: John C. Bogle Founded: 1 May 1975, Valley Forge, Pennsylvania, United States CEO: Mortimer J. Buckley (Jan 2018–) Headquarters: Valley Forge, Pennsylvania, United States
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Vanguard Employees
Employee
Years
Job
Industry
Steven Mark Steven Mark's Vanguard Experience February 2014 - Present
Job Global Audit Services Manager at The Vanguard Group
Industry Financial Services
Experience
Vanguard February 2014 - Present
PwC July 2011 - February 2014
PricewaterhouseCoopers September 2007 - June 2011
PwC August 2005 - September 2007
AIG Marketing, Inc. August 2004 - August 2005
AIG Marketing, Inc. October 2002 - August 2004
MASSPIRG August 2001 - March 2002
Skills
IT Audit, Sarbanes-Oxley Act, Internal Controls, CISA, SAS70, Internal Audit, Assurance, Auditing, Sarbanes-Oxley, External Audit, ITGC, SOX 404, SSAE 16, COSO, Risk Assessment, Segregation of Duties, Big 4, Business Process, Business Process..., Information Technology, Information Security, IT Controls, Process Improvement, ERP, IT Risk Management, COBIT, Mentoring
Education
Pennsylvania State University 1996 — 2001
Bachelor of Science, Marketing (Smeal College of Business)
Vanguard February 2014 - Present
PwC July 2011 - February 2014
PricewaterhouseCoopers September 2007 - June 2011
PwC August 2005 - September 2007
AIG Marketing, Inc. August 2004 - August 2005
AIG Marketing, Inc. October 2002 - August 2004
MASSPIRG August 2001 - March 2002
Skills
IT Audit, Sarbanes-Oxley Act, Internal Controls, CISA, SAS70, Internal Audit, Assurance, Auditing, Sarbanes-Oxley, External Audit, ITGC, SOX 404, SSAE 16, COSO, Risk Assessment, Segregation of Duties, Big 4, Business Process, Business Process..., Information Technology, Information Security, IT Controls, Process Improvement, ERP, IT Risk Management, COBIT, Mentoring
Education
Pennsylvania State University 1996 — 2001
Bachelor of Science, Marketing (Smeal College of Business)
Howard Sheckman Howard Sheckman's Vanguard Experience July 1997 - May 1998
Job Samson Wealth Management Group, LLC
Industry Financial Services
Experience
Samson Wealth Management Group, LLC May 2012 - Present
Wells Fargo Advisors May 1998 - May 2012
Vanguard July 1997 - May 1998
Education
Penn State University 1989 — 1993
BS, Quantitative Business Analysis
Samson Wealth Management Group, LLC May 2012 - Present
Wells Fargo Advisors May 1998 - May 2012
Vanguard July 1997 - May 1998
Education
Penn State University 1989 — 1993
BS, Quantitative Business Analysis
Sky Osterhout Sky Osterhout's Vanguard Experience August 2011 - April 2015
Job Associate at Sagence
Industry Management Consulting
Experience
Sagence April 2015 - Present
Vanguard August 2011 - April 2015
Bloomberg January 2010 - August 2011
City of Philadelphia June 2008 - August 2008
Skills
Financial Analysis, Microsoft Excel, Bloomberg, Leadership, Data Management, Finance, Project Management, Business Analysis, Data Analysis, Strategic Planning, Big Data Analytics, Performance Management, Data Analytics, Management Consulting, Management, Analytics, Financial Services
Education
Penn State University 2005 — 2009
Bachelor of Science
Sagence April 2015 - Present
Vanguard August 2011 - April 2015
Bloomberg January 2010 - August 2011
City of Philadelphia June 2008 - August 2008
Skills
Financial Analysis, Microsoft Excel, Bloomberg, Leadership, Data Management, Finance, Project Management, Business Analysis, Data Analysis, Strategic Planning, Big Data Analytics, Performance Management, Data Analytics, Management Consulting, Management, Analytics, Financial Services
Education
Penn State University 2005 — 2009
Bachelor of Science
Katie Lally Katie Lally's Vanguard Experience May 2012 - August 2012
Job Consultant at Deloitte
Industry Management Consulting
Experience
Deloitte August 2015 - Present
Deloitte August 2013 - August 2015
Vanguard May 2012 - August 2012
Skills
Microsoft Excel, Financial Analysis, Bloomberg, Financial Modeling, Economics, Investments, Data Analysis, Analysis, Statistics, Valuation, Equities, Portfolio Management, Microsoft Word, Microsoft Office, Time Management, Teamwork, Research, Finance
Education
Penn State University 2009 — 2013
Bachelor's Degree, Finance
Deloitte August 2015 - Present
Deloitte August 2013 - August 2015
Vanguard May 2012 - August 2012
Skills
Microsoft Excel, Financial Analysis, Bloomberg, Financial Modeling, Economics, Investments, Data Analysis, Analysis, Statistics, Valuation, Equities, Portfolio Management, Microsoft Word, Microsoft Office, Time Management, Teamwork, Research, Finance
Education
Penn State University 2009 — 2013
Bachelor's Degree, Finance
Al Boyd Al Boyd's Vanguard Experience September 2005 - Present
Job Data Transmission Analyst at Vanguard
Industry Financial Services
Experience
Vanguard September 2005 - Present
Vanguard March 1999 - September 2005
Vanguard January 1990 - March 1999
Vanguard January 1989 - January 1990
Penn State University May 1988 - January 1989
Unimarts, Inc. August 1987 - March 1988
Burger King Corporation May 1981 - July 1987
Skills
Typing, Microsoft Excel, Financial Services, Requirements Gathering, Requirements Analysis, Vendor Management, Process Improvement, Project Management
Education
Pennsylvania State University-Great Valley Graduate Center 1999 — 2001
Master of Science (MS), Information Science/Studies
Penn State University 1982 — 1988
Bachelor of Science (BS), Business Administration and Management, General
Sun Valley Highschool 1979 — 1982
Vanguard September 2005 - Present
Vanguard March 1999 - September 2005
Vanguard January 1990 - March 1999
Vanguard January 1989 - January 1990
Penn State University May 1988 - January 1989
Unimarts, Inc. August 1987 - March 1988
Burger King Corporation May 1981 - July 1987
Skills
Typing, Microsoft Excel, Financial Services, Requirements Gathering, Requirements Analysis, Vendor Management, Process Improvement, Project Management
Education
Pennsylvania State University-Great Valley Graduate Center 1999 — 2001
Master of Science (MS), Information Science/Studies
Penn State University 1982 — 1988
Bachelor of Science (BS), Business Administration and Management, General
Sun Valley Highschool 1979 — 1982
Mitch Boyer Mitch Boyer's Vanguard Experience June 2006 - December 2006
Job Regional Marketing Director
Industry Financial Services
Experience
Lincoln Financial Distributors March 2012 - Present
Lincoln Financial Distributors July 2011 - March 2012
Lincoln Financial Distributors December 2006 - June 2011
Vanguard June 2006 - December 2006
Skills
Series 63, Series 6, Series 7, Business Development, Mutual Funds, Marketing, Fixed Annuities, Investments, Series 65, Wealth Management
Education
Penn State University 2002 — 2006
Bachelor of Science (BS), Marketing
Lincoln Financial Distributors March 2012 - Present
Lincoln Financial Distributors July 2011 - March 2012
Lincoln Financial Distributors December 2006 - June 2011
Vanguard June 2006 - December 2006
Skills
Series 63, Series 6, Series 7, Business Development, Mutual Funds, Marketing, Fixed Annuities, Investments, Series 65, Wealth Management
Education
Penn State University 2002 — 2006
Bachelor of Science (BS), Marketing
Jason Plageman Jason Plageman's Vanguard Experience October 2013 - Present
Job Financial Analyst at Vanguard
Industry Financial Services
Experience
Vanguard October 2013 - Present
ManTech August 2011 - October 2013
Coventry First, LLC August 2010 - August 2011
Navigant June 2009 - July 2009
Penn National Gaming May 2008 - August 2008
Skills
Financial Analysis, Data Analysis, Program Management, Management, Process Improvement, Budgets, Program Budgeting, Microsoft Excel, Microsoft Word, Federal Government, Forecasting, Financial Forecasting, PowerPoint, Budget Monitoring, Invoice Verification, Cost Planning, Variance Analysis, Project Management, Proposal Writing, Access, Government Contracting
Education
Saint Joseph's University 2012 — 2014
Professional MBA, Finance
Penn State University 2006 — 2009
Bachelor of Science, Finance, General
Vanguard October 2013 - Present
ManTech August 2011 - October 2013
Coventry First, LLC August 2010 - August 2011
Navigant June 2009 - July 2009
Penn National Gaming May 2008 - August 2008
Skills
Financial Analysis, Data Analysis, Program Management, Management, Process Improvement, Budgets, Program Budgeting, Microsoft Excel, Microsoft Word, Federal Government, Forecasting, Financial Forecasting, PowerPoint, Budget Monitoring, Invoice Verification, Cost Planning, Variance Analysis, Project Management, Proposal Writing, Access, Government Contracting
Education
Saint Joseph's University 2012 — 2014
Professional MBA, Finance
Penn State University 2006 — 2009
Bachelor of Science, Finance, General
Jason McAlpine, QKA Jason McAlpine, QKA's Vanguard Experience January 2009 - Present
Job Client Relationship Administrator at Vanguard
Industry Financial Services
Experience
Vanguard January 2009 - Present
Vanguard August 2005 - January 2009
Vanguard January 2005 - August 2005
Penske Truck Leasing January 2003 - January 2005
Penske Truck Leasing May 2001 - December 2003
Skills
Customer Service, Investments, Financial Services, Finance, Relationship Management, Retirement Planning, Time Management, Mutual Funds, Microsoft Excel, Retirement, Financial Analysis, Leadership, Microsoft Office, Wealth Management, Portfolio Management, Securities, Asset Allocation, PowerPoint, Microsoft Word, Process Improvement, Risk Management, Project Management, 401k, Research, Team Building, Financial Planning, Vendor Management
Education
Penn State University 1999 — 2003
Bachelor of Business Administration (B.B.A.), Marketing and Management
Vanguard January 2009 - Present
Vanguard August 2005 - January 2009
Vanguard January 2005 - August 2005
Penske Truck Leasing January 2003 - January 2005
Penske Truck Leasing May 2001 - December 2003
Skills
Customer Service, Investments, Financial Services, Finance, Relationship Management, Retirement Planning, Time Management, Mutual Funds, Microsoft Excel, Retirement, Financial Analysis, Leadership, Microsoft Office, Wealth Management, Portfolio Management, Securities, Asset Allocation, PowerPoint, Microsoft Word, Process Improvement, Risk Management, Project Management, 401k, Research, Team Building, Financial Planning, Vendor Management
Education
Penn State University 1999 — 2003
Bachelor of Business Administration (B.B.A.), Marketing and Management
Tim Coyne Tim Coyne's Vanguard Experience May 2010 - August 2010
Job Water Treatment Specialist at Sterling Water Technologies LLC
Industry Chemicals
Experience
Sterling Water Technologies July 2014 - Present
McGladrey November 2011 - February 2013
Vanguard May 2010 - August 2010
Skills
Strategy, Accounting, Financial Analysis, Sales, German, Strategic Planning, Leadership
Education
Goethe-Institut Munich 2013 — 2014
German Language
Penn State University 2006 — 2010
Bachelor of Science, Accounting
University of Waikato 2009 — 2009
Minor, International Business
Sterling Water Technologies July 2014 - Present
McGladrey November 2011 - February 2013
Vanguard May 2010 - August 2010
Skills
Strategy, Accounting, Financial Analysis, Sales, German, Strategic Planning, Leadership
Education
Goethe-Institut Munich 2013 — 2014
German Language
Penn State University 2006 — 2010
Bachelor of Science, Accounting
University of Waikato 2009 — 2009
Minor, International Business
Vladimir Budilov's Vanguard Experience July 2007 - December 2009
Job Technical Account Manager at Amazon Web Services
Industry Information Technology and Services
Experience
Amazon Web Services July 2015 - Present
ElephantIQ.com March 2015 - Present
AlphaGalaxy, LLC 2007 - Present
Comcast January 2010 - July 2015
Vanguard July 2007 - December 2009
Vanguard July 2002 - July 2007
Visalign 2000 - 2000
Skills
J2EE, Spring, Maven, GWT, Weblogic, JBoss, WebSphere Application..., Tomcat, Hibernate, Google App Engine, Python, Jython, REST, Android, Eclipse, Design Patterns, MySQL, Apache, Linux, Shell Scripting, Subversion, Java, Web Services, SOAP, Websphere, Rational Rose, Servlets, XML, AJAX, Unix, Software Development, Software Design, HTML, CSS, Agile Methodologies, SDLC, SOA, SQL, Scrum, JUnit, Enterprise Architecture, Requirements Analysis, System Architecture, Databases, JMS, Web Applications, Database Design, Unix Shell Scripting, Software Engineering, Architecture
Education
Temple University - Fox School of Business and Management 2005 — 2008
MBA, International Business
Pennsylvania State University-Great Valley Graduate Center 2002 — 2004
MS, Software Engineering
Temple University 1998 — 2002
BS, Computer Science
Penn State University
Amazon Web Services July 2015 - Present
ElephantIQ.com March 2015 - Present
AlphaGalaxy, LLC 2007 - Present
Comcast January 2010 - July 2015
Vanguard July 2007 - December 2009
Vanguard July 2002 - July 2007
Visalign 2000 - 2000
Skills
J2EE, Spring, Maven, GWT, Weblogic, JBoss, WebSphere Application..., Tomcat, Hibernate, Google App Engine, Python, Jython, REST, Android, Eclipse, Design Patterns, MySQL, Apache, Linux, Shell Scripting, Subversion, Java, Web Services, SOAP, Websphere, Rational Rose, Servlets, XML, AJAX, Unix, Software Development, Software Design, HTML, CSS, Agile Methodologies, SDLC, SOA, SQL, Scrum, JUnit, Enterprise Architecture, Requirements Analysis, System Architecture, Databases, JMS, Web Applications, Database Design, Unix Shell Scripting, Software Engineering, Architecture
Education
Temple University - Fox School of Business and Management 2005 — 2008
MBA, International Business
Pennsylvania State University-Great Valley Graduate Center 2002 — 2004
MS, Software Engineering
Temple University 1998 — 2002
BS, Computer Science
Penn State University
Ryan Shurgalla's Vanguard Experience July 2014 - Present
Job Corporate Finance Administrator at Vanguard
Industry Financial Services
Experience
Vanguard July 2014 - Present
Vanguard June 2013 - July 2014
Vanguard January 2012 - June 2013
Vanguard October 2010 - January 2012
Side By Side Financials, Inc. January 2009 - August 2009
Kish Bank May 2007 - August 2007
Skills
Mutual Funds, Finance, Investments, Corporate Finance, International Finance, Series 7, Series 63, Financial Services, Asset Allocation, Bloomberg, Economics, Securities, ETFs, Trade Operations, PeopleSoft, Hyperion Planning, Essbase, Financial Statements, Relationship Management
Education
Widener University School of Law (PA) 2009 — 2010
Penn State University 2004 — 2008
Bachelor of Science (BS), Economics
Northwestern Lehigh School District 2000 — 2004
High School
Vanguard July 2014 - Present
Vanguard June 2013 - July 2014
Vanguard January 2012 - June 2013
Vanguard October 2010 - January 2012
Side By Side Financials, Inc. January 2009 - August 2009
Kish Bank May 2007 - August 2007
Skills
Mutual Funds, Finance, Investments, Corporate Finance, International Finance, Series 7, Series 63, Financial Services, Asset Allocation, Bloomberg, Economics, Securities, ETFs, Trade Operations, PeopleSoft, Hyperion Planning, Essbase, Financial Statements, Relationship Management
Education
Widener University School of Law (PA) 2009 — 2010
Penn State University 2004 — 2008
Bachelor of Science (BS), Economics
Northwestern Lehigh School District 2000 — 2004
High School
Amanda Melchiore Amanda Melchiore's Vanguard Experience September 2013 - Present
Job Developer at Vanguard
Industry Investment Management
Experience
Vanguard September 2013 - Present
Vanguard January 2012 - September 2013
Privacy Assurance Lab June 2011 - December 2011
The International Center for the Study of Terrorism August 2010 - May 2011
ReminderMedia June 2010 - August 2010
The Family Clothesline August 2008 - April 2010
Brooks Eckerd Pharmacy July 2005 - May 2007
Skills
Microsoft Office, Outlook, Access, Customer Service, Microsoft Excel, Project Management
Education
Penn State University 2007 — 2011
Vanguard September 2013 - Present
Vanguard January 2012 - September 2013
Privacy Assurance Lab June 2011 - December 2011
The International Center for the Study of Terrorism August 2010 - May 2011
ReminderMedia June 2010 - August 2010
The Family Clothesline August 2008 - April 2010
Brooks Eckerd Pharmacy July 2005 - May 2007
Skills
Microsoft Office, Outlook, Access, Customer Service, Microsoft Excel, Project Management
Education
Penn State University 2007 — 2011
Elizabeth Clowes Elizabeth Clowes's Vanguard Experience September 2014 - Present
Job Client Manager, Flagship Services at Vanguard
Industry Financial Services
Experience
Vanguard September 2014 - Present
Vanguard July 2010 - Present
Vanguard November 2009 - July 2010
The Vanguard Group 2005 - 2009
ESF, Inc. 2003 - 2005
Cardinal Health 2001 - 2003
Skills
Financial Services, Strategic Planning, Mutual Funds, Relationship Management, Marketing Communications, Internal Communications, Marketing Strategy, Investments, Leadership, Process Improvement, Project Management, Strategic Communications
Education
Penn State University 1993 — 1997
Bachelor of Science, Elementary Education
Vanguard September 2014 - Present
Vanguard July 2010 - Present
Vanguard November 2009 - July 2010
The Vanguard Group 2005 - 2009
ESF, Inc. 2003 - 2005
Cardinal Health 2001 - 2003
Skills
Financial Services, Strategic Planning, Mutual Funds, Relationship Management, Marketing Communications, Internal Communications, Marketing Strategy, Investments, Leadership, Process Improvement, Project Management, Strategic Communications
Education
Penn State University 1993 — 1997
Bachelor of Science, Elementary Education
Chas Crits Chas Crits's Vanguard Experience 1989 - 1994
Job Commercial Portfolio Loan Specialist
Industry Financial Services
Experience
TD Bank February 2012 - Present
Capmark Bank March 2005 - December 2011
Philadelphia Stock Exchange 2002 - 2005
PFPC Global Fund Services 1999 - 2001
PBHG - UAM Shareholder Service Center 1997 - 1999
SEI Investments 1994 - 1997
Vanguard 1989 - 1994
Skills
Asset Management, Financial Analysis, Loans, Credit, Asset Managment, Portfolio Management, Credit Analysis, Real Estate Economics, Financial Services, Commercial Mortgages, Commercial Lending, Valuation, Capital Markets, Investments, Finance
Education
Penn State University
BSS Psychology
William Penn Charter School
TD Bank February 2012 - Present
Capmark Bank March 2005 - December 2011
Philadelphia Stock Exchange 2002 - 2005
PFPC Global Fund Services 1999 - 2001
PBHG - UAM Shareholder Service Center 1997 - 1999
SEI Investments 1994 - 1997
Vanguard 1989 - 1994
Skills
Asset Management, Financial Analysis, Loans, Credit, Asset Managment, Portfolio Management, Credit Analysis, Real Estate Economics, Financial Services, Commercial Mortgages, Commercial Lending, Valuation, Capital Markets, Investments, Finance
Education
Penn State University
BSS Psychology
William Penn Charter School
Mark Dakhis's Vanguard Experience October 2012 - April 2013
Job Business Specialist at Nationwide Investment Management
Industry Financial Services
Experience
Nationwide Investment Management April 2013 - Present
Vanguard October 2012 - April 2013
Vanguard September 2011 - October 2012
J.P. Morgan Securities March 2009 - July 2011
Philadelphia Stock Exchange July 2006 - August 2008
Smith Barney January 2006 - May 2006
Brandywine Global Asset Management May 2005 - August 2005
Skills
Spreadsheets, Access, MS Query, Macro, Bloomberg Terminal, Financial Analysis, Variance Analysis, Monthly Reporting, Monthly Close, Accruals, Fixed Assets, Year End Close, Financial Reporting, Fixed Income Products, Financial Control, Capital Markets, Stock Exchange, Business Strategy, Business Analysis, Use Case Analysis, Market Analysis, Product Development, Forecasting, TLM, SAP, Essbase, Hyperion, Fixed Income, Financial Modeling, Income Statement, Balance Sheet, Business Process..., Financial Services, Strategy, Equities, Accounting, Leadership, Finance, Investments, Analysis, Mutual Funds
Education
Penn State University 2002 — 2006
Finance, Finance and Legal Environment of Business
Nationwide Investment Management April 2013 - Present
Vanguard October 2012 - April 2013
Vanguard September 2011 - October 2012
J.P. Morgan Securities March 2009 - July 2011
Philadelphia Stock Exchange July 2006 - August 2008
Smith Barney January 2006 - May 2006
Brandywine Global Asset Management May 2005 - August 2005
Skills
Spreadsheets, Access, MS Query, Macro, Bloomberg Terminal, Financial Analysis, Variance Analysis, Monthly Reporting, Monthly Close, Accruals, Fixed Assets, Year End Close, Financial Reporting, Fixed Income Products, Financial Control, Capital Markets, Stock Exchange, Business Strategy, Business Analysis, Use Case Analysis, Market Analysis, Product Development, Forecasting, TLM, SAP, Essbase, Hyperion, Fixed Income, Financial Modeling, Income Statement, Balance Sheet, Business Process..., Financial Services, Strategy, Equities, Accounting, Leadership, Finance, Investments, Analysis, Mutual Funds
Education
Penn State University 2002 — 2006
Finance, Finance and Legal Environment of Business
Anthony Sadarangani's Vanguard Experience June 2012 - August 2012
Job Consultant at Microsoft
Industry Information Technology and Services
Experience
Microsoft July 2013 - Present
Vanguard June 2012 - August 2012
Abercrombie & Fitch January 2008 - July 2012
Southern Westchester BOCES June 2009 - September 2010
Architectural Visions, PLLC. October 2008 - June 2009
Skills
JavaScript, C++, Software Development, C#, angularJS, Team Leadership, Microsoft Azure, Windows 8 Development, Visual Studio, SQL, Java, HTML 5, Visio, Ember.js, MySQL, ACSM Health Fitness, Linux, Microsoft Visio, Node.js, Lean Management, Expression Blend, User Experience, Microsoft Access, Microsoft Office, Agile Methodologies, Microsoft Word, Enterprise Architecture, Information Science, Network Administration, Windows, Big Data, UML, Modern Application..., Microsoft Excel, XAML, MVVM, Cloud Services, Cloud Computing, MVC Architecture, ASP.NET, Windows Azure
Education
The Pennsylvania State University 2009 — 2013
Bachelor of Science (B.S.), Information Science and Technology
Penn State University
Microsoft July 2013 - Present
Vanguard June 2012 - August 2012
Abercrombie & Fitch January 2008 - July 2012
Southern Westchester BOCES June 2009 - September 2010
Architectural Visions, PLLC. October 2008 - June 2009
Skills
JavaScript, C++, Software Development, C#, angularJS, Team Leadership, Microsoft Azure, Windows 8 Development, Visual Studio, SQL, Java, HTML 5, Visio, Ember.js, MySQL, ACSM Health Fitness, Linux, Microsoft Visio, Node.js, Lean Management, Expression Blend, User Experience, Microsoft Access, Microsoft Office, Agile Methodologies, Microsoft Word, Enterprise Architecture, Information Science, Network Administration, Windows, Big Data, UML, Modern Application..., Microsoft Excel, XAML, MVVM, Cloud Services, Cloud Computing, MVC Architecture, ASP.NET, Windows Azure
Education
The Pennsylvania State University 2009 — 2013
Bachelor of Science (B.S.), Information Science and Technology
Penn State University
Nicholas Spisak Nicholas Spisak's Vanguard Experience June 2015 - Present
Job Telecommunications Analyst II at Vanguard
Industry Financial Services
Experience
Vanguard June 2015 - Present
Vanguard December 2012 - Present
Vanguard July 2011 - December 2012
Vanguard June 2010 - July 2011
Skills
Troubleshooting, SharePoint, Servers, Visio, PowerPoint, Help Desk Support, Networking, Microsoft Excel, Active Directory, BackTrack, Wireshark, ERwin Data Modeler, Microsoft Project, Metasploit, Solaris, Red Hat Linux, WebSphere Application..., SunOne Webserver, MS Project, Unix, Network Administration, Project Management
Education
Penn State University 2010 — 2013
Masters of Science, Information Science
West Chester University of Pennsylvania 2006 — 2009
Bachelor's of Science, Management
Vanguard June 2015 - Present
Vanguard December 2012 - Present
Vanguard July 2011 - December 2012
Vanguard June 2010 - July 2011
Skills
Troubleshooting, SharePoint, Servers, Visio, PowerPoint, Help Desk Support, Networking, Microsoft Excel, Active Directory, BackTrack, Wireshark, ERwin Data Modeler, Microsoft Project, Metasploit, Solaris, Red Hat Linux, WebSphere Application..., SunOne Webserver, MS Project, Unix, Network Administration, Project Management
Education
Penn State University 2010 — 2013
Masters of Science, Information Science
West Chester University of Pennsylvania 2006 — 2009
Bachelor's of Science, Management
Sean Simko Sean Simko's Vanguard Experience 1996 - April 1999
Job Managing Director, Head of Fixed Income Portfolio Management at SEI Investments
Industry Investment Management
Experience
SEI Investments April 2005 - Present
Robeco Weiss, Peck & Greer ("WPG"), a division of Robeco Investment Management March 2002 - April 2005
SEI Investments April 1999 - March 2002
Vanguard 1996 - April 1999
Skills
Fixed Income, Asset Allocation, Portfolio Management, Alternative Investments, Asset Managment, Investment Strategies, Hedge Funds, Mutual Funds, Bonds, Bloomberg, Investments, Series 7, Securities, Trading
Education
Penn State University 2000 — 2002
MBA
Slippery Rock University of Pennsylvania 1990 — 1993
BS
SEI Investments April 2005 - Present
Robeco Weiss, Peck & Greer ("WPG"), a division of Robeco Investment Management March 2002 - April 2005
SEI Investments April 1999 - March 2002
Vanguard 1996 - April 1999
Skills
Fixed Income, Asset Allocation, Portfolio Management, Alternative Investments, Asset Managment, Investment Strategies, Hedge Funds, Mutual Funds, Bonds, Bloomberg, Investments, Series 7, Securities, Trading
Education
Penn State University 2000 — 2002
MBA
Slippery Rock University of Pennsylvania 1990 — 1993
BS
Kyle Hooven's Vanguard Experience June 2014 - Present
Job Investment Specialist at Vanguard
Industry Financial Services
Experience
Vanguard June 2014 - Present
Pennsylvania State University June 2010 - May 2014
Camden Riversharks May 2013 - August 2013
West Chester Golf & Country Club May 2011 - August 2012
Penn State Creamery September 2010 - October 2011
Game Ready! Baseball Facility April 2010 - August 2010
Skills
Series 7, Series 63, Social Media, Facebook, PowerPoint, Event Planning, Social Media Marketing, Marketing, Microsoft Word, Microsoft Excel, Teamwork, Twitter, Organizing, Microsoft Office, Word, Excel, Customer Service, Video Editing, Video Production, Sports
Education
Penn State University 2010 — 2014
Bachelor's degree, Marketing
The Pennsylvania State University, Smeal College of Business 2010 — 2014
Bachelor of Science, Marketing
Henderson High School 2006 — 2010
Vanguard June 2014 - Present
Pennsylvania State University June 2010 - May 2014
Camden Riversharks May 2013 - August 2013
West Chester Golf & Country Club May 2011 - August 2012
Penn State Creamery September 2010 - October 2011
Game Ready! Baseball Facility April 2010 - August 2010
Skills
Series 7, Series 63, Social Media, Facebook, PowerPoint, Event Planning, Social Media Marketing, Marketing, Microsoft Word, Microsoft Excel, Teamwork, Twitter, Organizing, Microsoft Office, Word, Excel, Customer Service, Video Editing, Video Production, Sports
Education
Penn State University 2010 — 2014
Bachelor's degree, Marketing
The Pennsylvania State University, Smeal College of Business 2010 — 2014
Bachelor of Science, Marketing
Henderson High School 2006 — 2010
Chris Sicilia Chris Sicilia's Vanguard Experience 2001 - Present
Job Financial planning and analysis at Vanguard
Industry Financial Services
Experience
Vanguard 2001 - Present
QVC 1993 - 2001
Education
Penn State University 1999 — 2001
Master of Business Administration (MBA), Accounting and Finance
University of Pittsburgh 1989 — 1992
Bachelor's degree, Business/Managerial Economics
Vanguard 2001 - Present
QVC 1993 - 2001
Education
Penn State University 1999 — 2001
Master of Business Administration (MBA), Accounting and Finance
University of Pittsburgh 1989 — 1992
Bachelor's degree, Business/Managerial Economics
Amanda Warner Amanda Warner's Vanguard Experience August 2011 - Present
Job Internal Auditor at Vanguard
Industry Financial Services
Experience
Vanguard August 2011 - Present
Vanguard August 2010 - August 2011
TD Bank August 2007 - August 2010
Skills
Financial Reporting, Leadership, Microsoft Word, Microsoft Excel, Risk Management, Internal Audit, Internal Controls, Project Management
Education
Penn State University 2006 — 2010
B.S., Accounting
Vanguard August 2011 - Present
Vanguard August 2010 - August 2011
TD Bank August 2007 - August 2010
Skills
Financial Reporting, Leadership, Microsoft Word, Microsoft Excel, Risk Management, Internal Audit, Internal Controls, Project Management
Education
Penn State University 2006 — 2010
B.S., Accounting
John Mulhall John Mulhall's Vanguard Experience August 2010 - Present
Job IT Manager at Vanguard
Industry Information Technology and Services
Experience
Vanguard August 2010 - Present
Vanguard June 2000 - August 2010
Vanguard March 1997 - June 2000
Skills
IT Management, Project Management, Program Management, Project Planning, IT Strategy, IT Operations, Management, PMO, Software, Agile Methodologies, Agile Project Management, Data Center, Resource Management, Project Portfolio..., SDLC
Education
Penn State University 1997 — 1999
Master's Degree, Management Information Systems, General, 3.8
Temple University 1991 — 1994
Bachelor's Degree, Marketing/Marketing Management, General, 3.0
Vanguard August 2010 - Present
Vanguard June 2000 - August 2010
Vanguard March 1997 - June 2000
Skills
IT Management, Project Management, Program Management, Project Planning, IT Strategy, IT Operations, Management, PMO, Software, Agile Methodologies, Agile Project Management, Data Center, Resource Management, Project Portfolio..., SDLC
Education
Penn State University 1997 — 1999
Master's Degree, Management Information Systems, General, 3.8
Temple University 1991 — 1994
Bachelor's Degree, Marketing/Marketing Management, General, 3.0
Wanda M. Bryant's Vanguard Experience October 2013 - February 2014
Job Client Success Representative, Payroll Services at PrimePay
Industry Financial Services
Experience
PrimePay July 2015 - Present
PNC Investments August 2014 - Present
Vanguard October 2013 - February 2014
Verizon Enterprise Solutions October 2009 - April 2013
Verizon Enterprise Solutions July 2006 - September 2009
Verizon Enterprise Solutions March 2006 - July 2006
Verizon Enterprise Solutions March 1999 - March 2006
Education
The Center Health Yoga Arts 2015 — 2016
Certified Yoga Instructor
Penn State University
Bachelor's degree, Marketing
PrimePay July 2015 - Present
PNC Investments August 2014 - Present
Vanguard October 2013 - February 2014
Verizon Enterprise Solutions October 2009 - April 2013
Verizon Enterprise Solutions July 2006 - September 2009
Verizon Enterprise Solutions March 2006 - July 2006
Verizon Enterprise Solutions March 1999 - March 2006
Education
The Center Health Yoga Arts 2015 — 2016
Certified Yoga Instructor
Penn State University
Bachelor's degree, Marketing
Lois Lis Lois Lis's Vanguard Experience November 1996 - July 1997
Job Sr. Programmer Analyst at Computer Aid, Inc.
Industry Information Technology and Services
Experience
Computer Aid, Inc. February 2014 - Present
Quest Diagnostics July 1997 - October 2013
Vanguard November 1996 - July 1997
Pfizer August 1995 - November 1996
Lockheed Martin February 1989 - August 1995
Carpenter Technology September 1981 - February 1989
Skills
COBOL, IBM Mainframe, MVS, JCL, TSO, ISPF, Fileaid, File Manager, Endevor, VSAM, IAM, CICS, DB2, SQL, SPUFI, Access, Visual Basic, Relational Databases, FTP, Software Project..., Disaster Recovery, Software Development, HL7, Requirements Gathering, EDI, SAS, Testing, Data Warehousing, Systems Analysis, Visio, Integration, Software Documentation, Databases, Healthcare Information..., Business Analysis, VB.NET, Cognos, PeopleSoft, Mainframe, HIPAA, Requirements Analysis, SDLC, Unix, Analysis, User Acceptance Testing, Enterprise Architecture, SharePoint, Business Requirements, Business Intelligence, Endeavor
Education
Pennsylvania State University-Great Valley Graduate Center 1998 — 2002
Certificate, Relational Databases
St. Joseph's University
MBA, Information Systems
Reading Area Community College
Associate’s Degree, Computer Programming, 4.0
Penn State University
BS, Health & Physical Education
Computer Aid, Inc. February 2014 - Present
Quest Diagnostics July 1997 - October 2013
Vanguard November 1996 - July 1997
Pfizer August 1995 - November 1996
Lockheed Martin February 1989 - August 1995
Carpenter Technology September 1981 - February 1989
Skills
COBOL, IBM Mainframe, MVS, JCL, TSO, ISPF, Fileaid, File Manager, Endevor, VSAM, IAM, CICS, DB2, SQL, SPUFI, Access, Visual Basic, Relational Databases, FTP, Software Project..., Disaster Recovery, Software Development, HL7, Requirements Gathering, EDI, SAS, Testing, Data Warehousing, Systems Analysis, Visio, Integration, Software Documentation, Databases, Healthcare Information..., Business Analysis, VB.NET, Cognos, PeopleSoft, Mainframe, HIPAA, Requirements Analysis, SDLC, Unix, Analysis, User Acceptance Testing, Enterprise Architecture, SharePoint, Business Requirements, Business Intelligence, Endeavor
Education
Pennsylvania State University-Great Valley Graduate Center 1998 — 2002
Certificate, Relational Databases
St. Joseph's University
MBA, Information Systems
Reading Area Community College
Associate’s Degree, Computer Programming, 4.0
Penn State University
BS, Health & Physical Education
Alexandra Zanetti Alexandra Zanetti's Vanguard Experience November 2014 - Present
Job Client Relationship Specialist at Vanguard
Industry
Experience
Vanguard November 2014 - Present
Optimum Marketing Partners LLC October 2013 - May 2014
Kiwi Frozen Yogurt August 2012 - October 2013
Philadelphia Magazine May 2013 - August 2013
Keystone Real Estate Group January 2013 - May 2013
Obermayer Rebmann Maxwell & Hippel LLP July 2012 - August 2012
The Estée Lauder Companies Inc. May 2012 - July 2012
Weinrich's Bakery October 2008 - December 2011
Skills
Social Media Marketing, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Google Analytics, Access, Promotional Writing, Fact Checking, Writing, Teamwork, Editing, Copywriting, Customer Service, Magazines, Marketing Event Planning, Dreamweaver, Email Marketing, Telemarketing, Telephone Skills, Fundraising, Event Planning
Education
Penn State University 2010 — 2014
Bachelor's Degree, Marketing
Mount Saint Joseph Academy 2006 — 2010
Vanguard November 2014 - Present
Optimum Marketing Partners LLC October 2013 - May 2014
Kiwi Frozen Yogurt August 2012 - October 2013
Philadelphia Magazine May 2013 - August 2013
Keystone Real Estate Group January 2013 - May 2013
Obermayer Rebmann Maxwell & Hippel LLP July 2012 - August 2012
The Estée Lauder Companies Inc. May 2012 - July 2012
Weinrich's Bakery October 2008 - December 2011
Skills
Social Media Marketing, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Google Analytics, Access, Promotional Writing, Fact Checking, Writing, Teamwork, Editing, Copywriting, Customer Service, Magazines, Marketing Event Planning, Dreamweaver, Email Marketing, Telemarketing, Telephone Skills, Fundraising, Event Planning
Education
Penn State University 2010 — 2014
Bachelor's Degree, Marketing
Mount Saint Joseph Academy 2006 — 2010
Andrea Polizzi Andrea Polizzi's Vanguard Experience June 2010 - July 2011
Job Founder/Chief Waffatier at Waffatopia®
Industry Food & Beverages
Experience
Waffatopia, LLC July 2011 - Present
Vanguard June 2010 - July 2011
Vanguard August 2009 - June 2010
Vanguard January 2008 - August 2009
Vanguard April 2006 - January 2008
Vanguard October 2004 - April 2006
Vanguard April 2004 - October 2004
Vanguard August 2002 - April 2004
Continental Lab Products 2001 - 2002
Black & Decker 2000 - 2001
Skills
Operations Management, Farmers Markets, Product Development, Marketing, QuickBooks, Shopify, Time Management, Customer Service, Certified Food Manager, Food Manufacturing, Food Packaging, Food Service, Lotus Notes, Wordpress, Hiring, Team Management, Microsoft Office, Minitab, Outlook, Project Management
Education
Penn State University 1995 — 1999
BS, Marketing
Waffatopia, LLC July 2011 - Present
Vanguard June 2010 - July 2011
Vanguard August 2009 - June 2010
Vanguard January 2008 - August 2009
Vanguard April 2006 - January 2008
Vanguard October 2004 - April 2006
Vanguard April 2004 - October 2004
Vanguard August 2002 - April 2004
Continental Lab Products 2001 - 2002
Black & Decker 2000 - 2001
Skills
Operations Management, Farmers Markets, Product Development, Marketing, QuickBooks, Shopify, Time Management, Customer Service, Certified Food Manager, Food Manufacturing, Food Packaging, Food Service, Lotus Notes, Wordpress, Hiring, Team Management, Microsoft Office, Minitab, Outlook, Project Management
Education
Penn State University 1995 — 1999
BS, Marketing
Alexander Flocco Alexander Flocco's Vanguard Experience February 2013 - Present
Job Investment Professional at Vanguard
Industry Financial Services
Experience
Vanguard February 2013 - Present
Alex's Pizzeria May 2007 - August 2012
Skills
Microsoft Excel, Microsoft Office, Financial Modeling, Valuation, PowerPoint, Microsoft Word, Data Analysis, Public Speaking, Customer Service, Business Analysis, Access, Team Leadership, Business Strategy
Education
Penn State University 2008 — 2012
Bachelor of Science (B.S.), Finance, General
Vanguard February 2013 - Present
Alex's Pizzeria May 2007 - August 2012
Skills
Microsoft Excel, Microsoft Office, Financial Modeling, Valuation, PowerPoint, Microsoft Word, Data Analysis, Public Speaking, Customer Service, Business Analysis, Access, Team Leadership, Business Strategy
Education
Penn State University 2008 — 2012
Bachelor of Science (B.S.), Finance, General
Jim Hayes, ChFC® Jim Hayes, ChFC®'s Vanguard Experience January 2015 - Present
Job Sales Consultant at Vanguard
Industry Financial Services
Experience
Vanguard January 2015 - Present
Vanguard July 2012 - January 2015
Vanguard July 2005 - July 2012
Northwestern Mutual May 2003 - June 2005
Skills
Securities, Investments, Mutual Funds, Series 7, Leadership, Relationship Management, Project Management, Securities Lending, Series 63, Financial Services, Series 24, FINRA, Process Improvement, ETFs, Retirement Planning, Strategic Financial..., Retirement, Options, Capital Markets, Investment Management, Insurance, Back Office, Business Analysis, Finance, Fixed Income, Trading
Education
University of Pennsylvania - The Wharton School 2011 — 2013
SIFMA Securities Industry Institute Certification
Saint Joseph's University 2009 — 2011
MBA, Finance
Penn State University 1999 — 2003
Bachelors, Marketing
The American College
ChFC®, Chartered Financial Consultant
Vanguard January 2015 - Present
Vanguard July 2012 - January 2015
Vanguard July 2005 - July 2012
Northwestern Mutual May 2003 - June 2005
Skills
Securities, Investments, Mutual Funds, Series 7, Leadership, Relationship Management, Project Management, Securities Lending, Series 63, Financial Services, Series 24, FINRA, Process Improvement, ETFs, Retirement Planning, Strategic Financial..., Retirement, Options, Capital Markets, Investment Management, Insurance, Back Office, Business Analysis, Finance, Fixed Income, Trading
Education
University of Pennsylvania - The Wharton School 2011 — 2013
SIFMA Securities Industry Institute Certification
Saint Joseph's University 2009 — 2011
MBA, Finance
Penn State University 1999 — 2003
Bachelors, Marketing
The American College
ChFC®, Chartered Financial Consultant
Robyn M. Randa, CFA Robyn M. Randa, CFA's Vanguard Experience November 2010 - June 2014
Job Investment Consultant at Towers Watson
Industry Investment Management
Experience
Towers Watson June 2014 - Present
Vanguard November 2010 - June 2014
Exelon November 2004 - July 2010
Exelon October 2000 - November 2004
PECO Energy 1999 - 2000
Skills
Portfolio Management, Investments, Capital Markets, Equities, Financial Services, Cash Management, Asset Allocation, Asset Management, Fixed Income, Investment Management, Mutual Funds, Series 7, Investment Advisory, Series 63, Due Diligence
Education
Temple University 2002 — 2005
MBA, Finance
Penn State University 1995 — 1999
BS, Finance
Towers Watson June 2014 - Present
Vanguard November 2010 - June 2014
Exelon November 2004 - July 2010
Exelon October 2000 - November 2004
PECO Energy 1999 - 2000
Skills
Portfolio Management, Investments, Capital Markets, Equities, Financial Services, Cash Management, Asset Allocation, Asset Management, Fixed Income, Investment Management, Mutual Funds, Series 7, Investment Advisory, Series 63, Due Diligence
Education
Temple University 2002 — 2005
MBA, Finance
Penn State University 1995 — 1999
BS, Finance
Joseph Cravotta Joseph Cravotta's Vanguard Experience January 2015 - Present
Job Implementation Services Manager at Vanguard
Industry Financial Services
Experience
Vanguard January 2015 - Present
Vanguard July 2011 - December 2014
Vanguard January 2008 - July 2011
Vanguard October 2005 - January 2008
Vanguard February 2004 - October 2005
Skills
Retirement Plan..., Retirement Benefits, ERISA, Qualified Retirement..., Non-Qualified, Pension Administration, Benefit Plan..., Retirement Savings, Leadership, Development Of Employees, Management, Project Management, 401k, Profit Sharing, Mutual Funds
Education
Saint Joseph's University - Erivan K. Haub School of Business 2008 — 2010
Master of Business Administration (MBA), Management
Penn State University 1998 — 2002
Bachelor of Science (BS), Finance, International Studies, Minor
Vanguard January 2015 - Present
Vanguard July 2011 - December 2014
Vanguard January 2008 - July 2011
Vanguard October 2005 - January 2008
Vanguard February 2004 - October 2005
Skills
Retirement Plan..., Retirement Benefits, ERISA, Qualified Retirement..., Non-Qualified, Pension Administration, Benefit Plan..., Retirement Savings, Leadership, Development Of Employees, Management, Project Management, 401k, Profit Sharing, Mutual Funds
Education
Saint Joseph's University - Erivan K. Haub School of Business 2008 — 2010
Master of Business Administration (MBA), Management
Penn State University 1998 — 2002
Bachelor of Science (BS), Finance, International Studies, Minor
Gregory P. Davis Gregory P. Davis's Vanguard Experience February 2010 - January 2011
Job Middle Office Manager at SEI
Industry Financial Services
Experience
SEI June 2015 - Present
State Street October 2013 - June 2015
Vanguard February 2010 - January 2011
Vanguard March 2007 - February 2010
Vanguard December 2003 - March 2007
Vanguard July 2000 - December 2003
Skills
Pricing, Fixed Income, Equities, Mutual Funds, Derivatives, Securities, Data Analysis, Bloomberg, Access, Excel, PowerPoint, Microsoft Office, Accounting, Essbase, ETFs, Project Management, Business Intelligence, Microsoft Excel, Asset Allocation, Finance, Financial Modeling, Financial Analysis, Hyperion Enterprise, Financial Reporting, Strategic Financial..., Fund Accounting, Process Improvement, Financial Services, Investments, Portfolio Management, Financial Markets, Investment Strategies, Risk Management, Analysis, Alternative Investments, Relationship Management, Trading, Capital Markets, Valuation, Asset Management, Hedge Funds, Investment Management, Bonds
Education
Saint Joseph's University - Erivan K. Haub School of Business 2012 — 2013
Master of Business Administration (MBA)
Penn State University 1995 — 2010
BA, Accounting
SEI June 2015 - Present
State Street October 2013 - June 2015
Vanguard February 2010 - January 2011
Vanguard March 2007 - February 2010
Vanguard December 2003 - March 2007
Vanguard July 2000 - December 2003
Skills
Pricing, Fixed Income, Equities, Mutual Funds, Derivatives, Securities, Data Analysis, Bloomberg, Access, Excel, PowerPoint, Microsoft Office, Accounting, Essbase, ETFs, Project Management, Business Intelligence, Microsoft Excel, Asset Allocation, Finance, Financial Modeling, Financial Analysis, Hyperion Enterprise, Financial Reporting, Strategic Financial..., Fund Accounting, Process Improvement, Financial Services, Investments, Portfolio Management, Financial Markets, Investment Strategies, Risk Management, Analysis, Alternative Investments, Relationship Management, Trading, Capital Markets, Valuation, Asset Management, Hedge Funds, Investment Management, Bonds
Education
Saint Joseph's University - Erivan K. Haub School of Business 2012 — 2013
Master of Business Administration (MBA)
Penn State University 1995 — 2010
BA, Accounting
Andrew Thom Andrew Thom's Vanguard Experience November 2011 - Present
Job .
Industry Marketing and Advertising
Experience
Vanguard November 2011 - Present
Delta Information Systems, Inc. June 2011 - October 2011
YMCA June 2009 - August 2010
J. Reckner Associates February 2007 - August 2008
Printegra June 2004 - June 2007
Education
Penn State University 2007 — 2011
Bachelor of Science, Marketing
Vanguard November 2011 - Present
Delta Information Systems, Inc. June 2011 - October 2011
YMCA June 2009 - August 2010
J. Reckner Associates February 2007 - August 2008
Printegra June 2004 - June 2007
Education
Penn State University 2007 — 2011
Bachelor of Science, Marketing
William C. Brennan William C. Brennan's Vanguard Experience November 2012 - December 2013
Job Software Engineer
Industry Aviation & Aerospace
Experience
Vanguard November 2012 - December 2013
Vertex, Inc. November 2011 - April 2012
Lockheed Martin February 2002 - August 2011
Lockheed Martin April 2001 - February 2002
Lockheed Martin August 2000 - April 2001
Lockheed Martin June 1997 - August 2000
Lockheed Martin December 1996 - June 1997
Moore Products September 1995 - November 1996
Intermetrics June 1987 - September 1995
Skills
C++, Debugging, Unix, Testing, Java
Education
Villanova University 1986 — 1988
MS, Computer Science
Penn State University 1972 — 1976
B.S., Computer Science
Vanguard November 2012 - December 2013
Vertex, Inc. November 2011 - April 2012
Lockheed Martin February 2002 - August 2011
Lockheed Martin April 2001 - February 2002
Lockheed Martin August 2000 - April 2001
Lockheed Martin June 1997 - August 2000
Lockheed Martin December 1996 - June 1997
Moore Products September 1995 - November 1996
Intermetrics June 1987 - September 1995
Skills
C++, Debugging, Unix, Testing, Java
Education
Villanova University 1986 — 1988
MS, Computer Science
Penn State University 1972 — 1976
B.S., Computer Science
Doug Yones ChFC® Doug Yones ChFC®'s Vanguard Experience September 2014 - Present
Job Head of Domestic Equity Index/ETF Product Management at Vanguard
Industry Financial Services
Experience
Vanguard September 2014 - Present
Vanguard Investments Asia November 2011 - September 2014
The Vanguard Group July 2008 - December 2011
Vanguard Brokerage Services February 2002 - July 2008
Vanguard Brokerage Services July 1998 - February 2002
Skills
ETFs, Management, Equities, Fixed Income, Securities, Investments, Strategic Financial..., Market Making, Mutual Funds, CRM, Capital Markets, Prime Brokerage, Leadership, Trading, Relationship Management, Series 24, Series 7, Series 63, Bloomberg, Financial Markets, Asset Allocation, Finance, Financial Services, Investment Strategies, Alternative Investments, Hedge Funds, Financial Planning
Education
Villanova University 1999 — 2001
MBA, Finance
Penn State University 1993 — 1997
B.S., Finance
C.B. East
Vanguard September 2014 - Present
Vanguard Investments Asia November 2011 - September 2014
The Vanguard Group July 2008 - December 2011
Vanguard Brokerage Services February 2002 - July 2008
Vanguard Brokerage Services July 1998 - February 2002
Skills
ETFs, Management, Equities, Fixed Income, Securities, Investments, Strategic Financial..., Market Making, Mutual Funds, CRM, Capital Markets, Prime Brokerage, Leadership, Trading, Relationship Management, Series 24, Series 7, Series 63, Bloomberg, Financial Markets, Asset Allocation, Finance, Financial Services, Investment Strategies, Alternative Investments, Hedge Funds, Financial Planning
Education
Villanova University 1999 — 2001
MBA, Finance
Penn State University 1993 — 1997
B.S., Finance
C.B. East
Hannah Bucci Hannah Bucci's Vanguard Experience August 2014 - Present
Job Investment Professional at Vanguard
Industry Financial Services
Experience
Vanguard August 2014 - Present
Sandy Spring Bank May 2013 - 2014
Education
Penn State University
Honors B.A., Economics
Penn State University
Vanguard August 2014 - Present
Sandy Spring Bank May 2013 - 2014
Education
Penn State University
Honors B.A., Economics
Penn State University
Matt Pileggi Matt Pileggi's Vanguard Experience February 2015 - Present
Job Methodology Lead at Vanguard
Industry Financial Services
Experience
Vanguard February 2015 - Present
Vanguard January 2014 - February 2015
Vanguard June 2012 - January 2014
Skills
Java, Linear Programming, Automated Software..., Agile Methodologies, Leadership, Investments, Microsoft Excel, Content Management, XML, HTML5, JavaScript, Perl, C++
Education
Penn State University 2008 — 2012
Bachelor’s Degree, Computer and Information Sciences, General
Vanguard February 2015 - Present
Vanguard January 2014 - February 2015
Vanguard June 2012 - January 2014
Skills
Java, Linear Programming, Automated Software..., Agile Methodologies, Leadership, Investments, Microsoft Excel, Content Management, XML, HTML5, JavaScript, Perl, C++
Education
Penn State University 2008 — 2012
Bachelor’s Degree, Computer and Information Sciences, General
Julie McLaughlin Julie McLaughlin's Vanguard Experience January 2013 - Present
Job Business Systems Analyst
Industry Information Technology and Services
Experience
Vanguard January 2013 - Present
PJ Whelihan's September 2012 - Present
Vanguard May 2012 - December 2012
Kildare's Irish Pub May 2012 - September 2012
Intimacy May 2011 - May 2012
The Cheesecake Factory March 2009 - May 2011
Ruby Tuesday September 2005 - July 2007
Banana Republic / Gap Inc. May 2005 - August 2005
The Muddy Moose May 2004 - August 2005
The Wicked Good Store May 2001 - April 2004
Skills
Microsoft Office, PowerPoint, Customer Service, Visio, Microsoft Excel, Microsoft Word, Editing, Data Development, Java Development, Business Systems..., Project Management, Project Planning, Outlook, Photoshop, Windows, Team Building, Java, Time Management
Education
Penn State University 2009 — 2012
B.S., IST, Minor in English, 3.67
The Art Institute of Philadelphia 2007 — 2009
Interior Design
Fryeburg Academy 2001 — 2005
Diploma
Vanguard January 2013 - Present
PJ Whelihan's September 2012 - Present
Vanguard May 2012 - December 2012
Kildare's Irish Pub May 2012 - September 2012
Intimacy May 2011 - May 2012
The Cheesecake Factory March 2009 - May 2011
Ruby Tuesday September 2005 - July 2007
Banana Republic / Gap Inc. May 2005 - August 2005
The Muddy Moose May 2004 - August 2005
The Wicked Good Store May 2001 - April 2004
Skills
Microsoft Office, PowerPoint, Customer Service, Visio, Microsoft Excel, Microsoft Word, Editing, Data Development, Java Development, Business Systems..., Project Management, Project Planning, Outlook, Photoshop, Windows, Team Building, Java, Time Management
Education
Penn State University 2009 — 2012
B.S., IST, Minor in English, 3.67
The Art Institute of Philadelphia 2007 — 2009
Interior Design
Fryeburg Academy 2001 — 2005
Diploma
Stephanie K. Colca's Vanguard Experience December 2001 - November 2002
Job Independent Consultant: Digital Marketing & Strategy at Independent Consultant
Industry Marketing and Advertising
Experience
OppenheimerFunds, Inc. February 2014 - August 2015
OppenheimerFunds January 2010 - February 2014
OppenheimerFunds January 2007 - January 2010
OppenheimerFunds July 2005 - January 2007
Technical Resources International, Inc. December 2002 - June 2004
Vanguard December 2001 - November 2002
Vanguard November 1998 - December 2001
Reed Technology and Information Services August 1997 - November 1998
Skills
Marketing Strategy, Campaign Management, Direct Marketing, Integrated Marketing, Strategic Planning, Email Marketing, Project Management, Relationship Management, Vendor Management, Marketing Communications, Graphic Design, Content Strategy, Digital Marketing, Content Management, Thought Leadership, Content Development, Marketing Management, Online Marketing, Digital Strategy, Art Direction, Strategic Partnerships, Corporate Communications, Marketing, Analytics, Social Media Marketing, Competitive Analysis, Lead Generation, Web Analytics, Brand Management, B2B Marketing, Brand Awareness, Interactive Marketing, Content Marketing, Digital Media, Brand Development, Corporate Branding, Web Content Management, Creative Direction, User Experience, B2B, Online Advertising, Multi-channel Marketing, Mobile Marketing, Segmentation, SEO
Education
Penn State University 1993 — 1997
Bachelor of the Arts, Visual Arts
OppenheimerFunds, Inc. February 2014 - August 2015
OppenheimerFunds January 2010 - February 2014
OppenheimerFunds January 2007 - January 2010
OppenheimerFunds July 2005 - January 2007
Technical Resources International, Inc. December 2002 - June 2004
Vanguard December 2001 - November 2002
Vanguard November 1998 - December 2001
Reed Technology and Information Services August 1997 - November 1998
Skills
Marketing Strategy, Campaign Management, Direct Marketing, Integrated Marketing, Strategic Planning, Email Marketing, Project Management, Relationship Management, Vendor Management, Marketing Communications, Graphic Design, Content Strategy, Digital Marketing, Content Management, Thought Leadership, Content Development, Marketing Management, Online Marketing, Digital Strategy, Art Direction, Strategic Partnerships, Corporate Communications, Marketing, Analytics, Social Media Marketing, Competitive Analysis, Lead Generation, Web Analytics, Brand Management, B2B Marketing, Brand Awareness, Interactive Marketing, Content Marketing, Digital Media, Brand Development, Corporate Branding, Web Content Management, Creative Direction, User Experience, B2B, Online Advertising, Multi-channel Marketing, Mobile Marketing, Segmentation, SEO
Education
Penn State University 1993 — 1997
Bachelor of the Arts, Visual Arts
Stu Skaroff Stu Skaroff's Vanguard Experience October 2004 - January 2011
Job Proofreader, copy editor
Industry Marketing and Advertising
Experience
Self-employed January 2011 - Present
Bank of America June 2013 - December 2014
Vanguard October 2004 - January 2011
Earle Palmer Brown 1994 - 2000
Skills
Copywriting, Proofreading, Editing, Copy Editing, Press Releases, Web Content, Newsletters, Publications, Fact-checking, Ap Style, Editorial, Nonprofits, Content Development, Blogging, Creative Writing, Social Media, Internal Communications, Social Media Marketing, AP Style, Research, Social Networking, Media Relations, Corporate Communications, Teaching
Education
Penn State University
Bachelor of Arts, Social and Behavioral Sciences
Temple University
Self-employed January 2011 - Present
Bank of America June 2013 - December 2014
Vanguard October 2004 - January 2011
Earle Palmer Brown 1994 - 2000
Skills
Copywriting, Proofreading, Editing, Copy Editing, Press Releases, Web Content, Newsletters, Publications, Fact-checking, Ap Style, Editorial, Nonprofits, Content Development, Blogging, Creative Writing, Social Media, Internal Communications, Social Media Marketing, AP Style, Research, Social Networking, Media Relations, Corporate Communications, Teaching
Education
Penn State University
Bachelor of Arts, Social and Behavioral Sciences
Temple University
Molly Peecher Molly Peecher's Vanguard Experience September 2011 - September 2013
Job Relationship Manager at Carolinas Investment Consulting
Industry Financial Services
Experience
Carolinas Investment Consulting February 2014 - Present
Vanguard September 2011 - September 2013
J.P. Morgan November 2008 - July 2011
ING April 2007 - September 2008
Skills
Portfolio Management, Brokerage, Wealth Management, Relationship Management, Stock Management, Asset Management, Investments, Banking, Asset Allocation, Financial Markets, Series 7, Investment Strategies, Securities, Mutual Funds, Equities, Alternative Investments, Fixed Income, Investment Management, Series 63, Financial Services, Bloomberg, Retirement
Education
University of Pittsburgh 1984 — 1987
Bachelor of Arts (B.A.), Political Science
Penn State University
Political Science
Carolinas Investment Consulting February 2014 - Present
Vanguard September 2011 - September 2013
J.P. Morgan November 2008 - July 2011
ING April 2007 - September 2008
Skills
Portfolio Management, Brokerage, Wealth Management, Relationship Management, Stock Management, Asset Management, Investments, Banking, Asset Allocation, Financial Markets, Series 7, Investment Strategies, Securities, Mutual Funds, Equities, Alternative Investments, Fixed Income, Investment Management, Series 63, Financial Services, Bloomberg, Retirement
Education
University of Pittsburgh 1984 — 1987
Bachelor of Arts (B.A.), Political Science
Penn State University
Political Science
James Braun James Braun's Vanguard Experience October 2011 - Present
Job Processing Associate at Vanguard
Industry Financial Services
Experience
Vanguard October 2011 - Present
Porto Leone Consulting, LLC September 2011 - October 2011
Health Advocate June 2009 - January 2011
College Works Painting February 2008 - August 2008
Skills
Great Dancer, Fast Runner, Scrabble Pro, Networking, Time Management
Education
Smeal College of Business 2010 — 2011
Bachelor of Science, Finance;
Penn State University 2007 — 2011
Bachelor of Science, Finance, International Business, Spanish
International Study Abroad - Universidad de Sevilla 2010 — 2010
Vanguard October 2011 - Present
Porto Leone Consulting, LLC September 2011 - October 2011
Health Advocate June 2009 - January 2011
College Works Painting February 2008 - August 2008
Skills
Great Dancer, Fast Runner, Scrabble Pro, Networking, Time Management
Education
Smeal College of Business 2010 — 2011
Bachelor of Science, Finance;
Penn State University 2007 — 2011
Bachelor of Science, Finance, International Business, Spanish
International Study Abroad - Universidad de Sevilla 2010 — 2010
Ceann Barakey's Vanguard Experience April 2015 - Present
Job Fund Financial Services Global Reconciliation
Industry Financial Services
Experience
Vanguard April 2015 - Present
Vanguard November 2013 - Present
Vanguard May 2013 - November 2013
Wawa, Inc. March 2007 - 2013
Skills
PowerPoint, Microsoft Word, Microsoft Office, Customer Service, English, Research, Windows, Photoshop, Teaching, HTML, Building Relationships
Education
Penn State University 2009 — 2013
Bachelor of Science (B.S.),, Crime/Law/Justice, Sociology Minor
Vanguard April 2015 - Present
Vanguard November 2013 - Present
Vanguard May 2013 - November 2013
Wawa, Inc. March 2007 - 2013
Skills
PowerPoint, Microsoft Word, Microsoft Office, Customer Service, English, Research, Windows, Photoshop, Teaching, HTML, Building Relationships
Education
Penn State University 2009 — 2013
Bachelor of Science (B.S.),, Crime/Law/Justice, Sociology Minor
Judy Balongue Judy Balongue's Vanguard Experience August 2011 - Present
Job IT Project Manager, Global Financial Mgnt Systems
Industry Financial Services
Experience
Vanguard August 2011 - Present
Chester County Safe Harbor Homeless Shelter October 2011 - October 2013
The Vanguard Group March 2008 - August 2011
Vanguard March 2001 - March 2008
Vanguard January 1999 - March 2001
Vanguard January 1997 - January 1999
Vanguard May 1995 - January 1999
Skills
Agile Methodologies, Kanban, Lean Software..., Project Management, Software Development, Risk Management, Vendor Management, Portfolio Management, Financial Services, Process Improvement, Asset Managment, Program Management, Business Analysis, Strategic Financial..., Investments, Business Process..., IT Strategy, Change Management, Software Project..., Agile Project Management, Strategic Planning, Asset Management
Education
The George Washington University 1999 — 2000
IT Project Management, Software Development
West Chester University of Pennsylvania 1990 — 1992
MBA, Management
Penn State University 1981 — 1985
BS Marketing, Business
Vanguard August 2011 - Present
Chester County Safe Harbor Homeless Shelter October 2011 - October 2013
The Vanguard Group March 2008 - August 2011
Vanguard March 2001 - March 2008
Vanguard January 1999 - March 2001
Vanguard January 1997 - January 1999
Vanguard May 1995 - January 1999
Skills
Agile Methodologies, Kanban, Lean Software..., Project Management, Software Development, Risk Management, Vendor Management, Portfolio Management, Financial Services, Process Improvement, Asset Managment, Program Management, Business Analysis, Strategic Financial..., Investments, Business Process..., IT Strategy, Change Management, Software Project..., Agile Project Management, Strategic Planning, Asset Management
Education
The George Washington University 1999 — 2000
IT Project Management, Software Development
West Chester University of Pennsylvania 1990 — 1992
MBA, Management
Penn State University 1981 — 1985
BS Marketing, Business
Kevin Janiec's Vanguard Experience August 2014 - Present
Job Investment Consultant: Vanguard Business Development Group
Industry Investment Management
Experience
Vanguard August 2014 - Present
Vanguard July 2013 - August 2014
Vanguard June 2012 - August 2012
Skills
Public Relations, Public Speaking, Sales, Leadership, Fundraising, Investments, Developing Client...
Education
Villanova University 2014 — 2018
Master of Business Administration (MBA), Finance, General
Penn State University 2009 — 2013
Bachelor of Arts (B.A.), Public Relations
Vanguard August 2014 - Present
Vanguard July 2013 - August 2014
Vanguard June 2012 - August 2012
Skills
Public Relations, Public Speaking, Sales, Leadership, Fundraising, Investments, Developing Client...
Education
Villanova University 2014 — 2018
Master of Business Administration (MBA), Finance, General
Penn State University 2009 — 2013
Bachelor of Arts (B.A.), Public Relations
Craig McFarlane Craig McFarlane's Vanguard Experience July 2013 - Present
Job Leading global change in Vanguard's Investment Management Group
Industry Financial Services
Experience
Vanguard July 2013 - Present
Craig McFarlane Images 2008 - Present
Vanguard June 2010 - July 2013
Vanguard November 2005 - June 2010
Vanguard February 2004 - November 2005
Sears Roebuck & Co. January 2003 - February 2004
Skills
Mutual Funds, Financial Services, Process Improvement, 401k, Project Management, Business Analysis, Coaching, Operations Management, Team Management, Service Management, Kaizen, Change Management, CRM, Marketing, Business Process..., Leadership, Team Building, Relationship Management, Management, Risk Management, Analysis, Investments
Education
Penn State University 1995 — 2000
BS, Management & International Business
Central High School 1991 — 1995
BA
Vanguard July 2013 - Present
Craig McFarlane Images 2008 - Present
Vanguard June 2010 - July 2013
Vanguard November 2005 - June 2010
Vanguard February 2004 - November 2005
Sears Roebuck & Co. January 2003 - February 2004
Skills
Mutual Funds, Financial Services, Process Improvement, 401k, Project Management, Business Analysis, Coaching, Operations Management, Team Management, Service Management, Kaizen, Change Management, CRM, Marketing, Business Process..., Leadership, Team Building, Relationship Management, Management, Risk Management, Analysis, Investments
Education
Penn State University 1995 — 2000
BS, Management & International Business
Central High School 1991 — 1995
BA
Navin Rao's Vanguard Experience July 2015 - Present
Job Technology Leadership Program at Vanguard | Responsive Web Developer
Industry Information Technology and Services
Experience
Vanguard July 2015 - Present
Kumon July 2010 - July 2015
Vanguard May 2014 - August 2014
The Pennsylvania State University September 2013 - January 2014
Merck July 2012 - July 2012
Skills
Java, SQL, C#, Agile Methodologies, Social Media, JavaScript, AngularJS, XAML, Python, Troubleshooting, HTML 5, XML
Education
Penn State University 2011 — 2015
Bachelor's Degree, Information Technology
Vanguard July 2015 - Present
Kumon July 2010 - July 2015
Vanguard May 2014 - August 2014
The Pennsylvania State University September 2013 - January 2014
Merck July 2012 - July 2012
Skills
Java, SQL, C#, Agile Methodologies, Social Media, JavaScript, AngularJS, XAML, Python, Troubleshooting, HTML 5, XML
Education
Penn State University 2011 — 2015
Bachelor's Degree, Information Technology
Joseph Miele III Joseph Miele III's Vanguard Experience August 2013 - October 2014
Job BDP International
Industry Logistics and Supply Chain
Experience
BDP International October 2014 - Present
Vanguard August 2013 - October 2014
Vanguard November 2013 - February 2014
City of Philadelphia June 2012 - August 2012
Skills
Criminal Justice, Criminology, Research, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Public Speaking, Social Media, Customer Service, Leadership, Sociology, Editing, Non-profits, Teamwork, Team Leadership, Legal Research, Time Management, Data Entry, Child Passenger Safety..., Access
Education
Penn State University 2009 — 2013
Bachelor of Arts (B.A.), Criminal Justice
Malvern Preparatory School 2005 — 2009
BDP International October 2014 - Present
Vanguard August 2013 - October 2014
Vanguard November 2013 - February 2014
City of Philadelphia June 2012 - August 2012
Skills
Criminal Justice, Criminology, Research, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Public Speaking, Social Media, Customer Service, Leadership, Sociology, Editing, Non-profits, Teamwork, Team Leadership, Legal Research, Time Management, Data Entry, Child Passenger Safety..., Access
Education
Penn State University 2009 — 2013
Bachelor of Arts (B.A.), Criminal Justice
Malvern Preparatory School 2005 — 2009
Melissa Varvarezis Melissa Varvarezis's Vanguard Experience September 2000 - September 2005
Job Education / Communication Specialist
Industry Financial Services
Experience
BPAS April 2015 - Present
Professional Planning Associates November 2012 - March 2015
PNC March 2006 - October 2012
MetLife September 2005 - March 2006
Vanguard September 2000 - September 2005
Skills
Microsoft Office, Presentations, Employee Training, Organization, Microsoft Word, Financial Analysis, Investments, PowerPoint, Series 6, Portfolio Management, Customer Service, Microsoft Excel, Mutual Funds, Retirement, Retirement Planning, Asset Allocation, 401k, Series 63, IRAs, Asset Management, Training, Financial Planners, Financial Services, Payroll, Employee Benefits, Financial Education, 401k Rollovers, Defined Contribution
Education
Penn State University 1993 — 1997
Bachelor of Science (B.S.), Elementary Education and Teaching
BPAS April 2015 - Present
Professional Planning Associates November 2012 - March 2015
PNC March 2006 - October 2012
MetLife September 2005 - March 2006
Vanguard September 2000 - September 2005
Skills
Microsoft Office, Presentations, Employee Training, Organization, Microsoft Word, Financial Analysis, Investments, PowerPoint, Series 6, Portfolio Management, Customer Service, Microsoft Excel, Mutual Funds, Retirement, Retirement Planning, Asset Allocation, 401k, Series 63, IRAs, Asset Management, Training, Financial Planners, Financial Services, Payroll, Employee Benefits, Financial Education, 401k Rollovers, Defined Contribution
Education
Penn State University 1993 — 1997
Bachelor of Science (B.S.), Elementary Education and Teaching
Allan Huston's Vanguard Experience January 2014 - Present
Job IT Top Risk Analyst at Vanguard
Industry Information Technology and Services
Experience
Vanguard January 2014 - Present
24/7, Inc January 2013 - January 2014
SAP January 2013 - September 2013
GameStop April 2010 - January 2013
Skills
HTML, Databases, CSS, Microsoft Office, Troubleshooting, XML, JavaScript, Access, Software Development, Visio, Java, SharePoint, ASP.NET, HTML 5, Project Management, Mobile Devices, Visual C#, Customer Service, MySQL, Microsoft SQL Server, C#, Networking, Agile Methodolgy, Windows, Programming, Web Development, Scrum, Visual Studio, Operating Systems, Agile Project Management, ASP, Business Intelligence, Agile Methodologies, Web Applications, .NET, Test Driven Development, AngularJS, Spring, Leadership, HTML5
Education
Penn State University 2009 — 2013
Bachelor of Science (B.S.), Information Science & Technology, 3.2 Overall GPA
Vanguard January 2014 - Present
24/7, Inc January 2013 - January 2014
SAP January 2013 - September 2013
GameStop April 2010 - January 2013
Skills
HTML, Databases, CSS, Microsoft Office, Troubleshooting, XML, JavaScript, Access, Software Development, Visio, Java, SharePoint, ASP.NET, HTML 5, Project Management, Mobile Devices, Visual C#, Customer Service, MySQL, Microsoft SQL Server, C#, Networking, Agile Methodolgy, Windows, Programming, Web Development, Scrum, Visual Studio, Operating Systems, Agile Project Management, ASP, Business Intelligence, Agile Methodologies, Web Applications, .NET, Test Driven Development, AngularJS, Spring, Leadership, HTML5
Education
Penn State University 2009 — 2013
Bachelor of Science (B.S.), Information Science & Technology, 3.2 Overall GPA
Andrew D. White Andrew D. White's Vanguard Experience June 2013 - Present
Job Processing Associate at Vanguard
Industry Financial Services
Experience
Vanguard June 2013 - Present
Education
Penn State University 2009 — 2013
Bachelor of Science (BS), Marketing, Economics
Vanguard June 2013 - Present
Education
Penn State University 2009 — 2013
Bachelor of Science (BS), Marketing, Economics
Khalil Manns's Vanguard Experience September 2015 - Present
Job Investment Consultant at Vanguard
Industry Financial Services
Experience
Vanguard September 2015 - Present
Vanguard September 2012 - September 2015
Vanguard June 2011 - October 2012
Apple Retail November 2010 - May 2011
Summer Study Programs May 2010 - August 2010
The Family Clothesline August 2008 - June 2010
Auxiliary Police January 2008 - August 2008
Skills
Leadership, Public Speaking, Microsoft Office, Microsoft Excel, Social Media, PowerPoint, Facebook, Microsoft Word, Social Networking, Photoshop, Sales, Customer Service, Project Management, Time Management, Finance, Financial Analysis, Event Planning, Financial Services, Analysis, Investments, Social Media Marketing
Education
Penn State University 2005 — 2009
Bachelor's, Crime, Law, and Justice
Whitehall High School 2001 — 2005
Vanguard September 2015 - Present
Vanguard September 2012 - September 2015
Vanguard June 2011 - October 2012
Apple Retail November 2010 - May 2011
Summer Study Programs May 2010 - August 2010
The Family Clothesline August 2008 - June 2010
Auxiliary Police January 2008 - August 2008
Skills
Leadership, Public Speaking, Microsoft Office, Microsoft Excel, Social Media, PowerPoint, Facebook, Microsoft Word, Social Networking, Photoshop, Sales, Customer Service, Project Management, Time Management, Finance, Financial Analysis, Event Planning, Financial Services, Analysis, Investments, Social Media Marketing
Education
Penn State University 2005 — 2009
Bachelor's, Crime, Law, and Justice
Whitehall High School 2001 — 2005
Rebecca (Spitler) Goodwin Rebecca (Spitler) Goodwin's Vanguard Experience June 2005 - June 2008
Job Owner/Stylist Tula Organic Salon and Spa
Industry Health, Wellness and Fitness
Experience
Freelance May 2003 - Present
Fountain of Youth Salon & Spa January 2011 - June 2011
Five Star Development June 2008 - January 2010
Vanguard June 2005 - June 2008
Vanguard Group 2005 - 2008
Penn State University September 2002 - May 2005
Education
Empire 2010 — 2010
Cosmetology, Cosmetology
Penn State University 2001 — 2005
B.A., Web Design and Computer Programming
Freelance May 2003 - Present
Fountain of Youth Salon & Spa January 2011 - June 2011
Five Star Development June 2008 - January 2010
Vanguard June 2005 - June 2008
Vanguard Group 2005 - 2008
Penn State University September 2002 - May 2005
Education
Empire 2010 — 2010
Cosmetology, Cosmetology
Penn State University 2001 — 2005
B.A., Web Design and Computer Programming
Jessi (Janiec) Ayoub's Vanguard Experience May 2014 - Present
Job Project Lead at Vanguard
Industry Public Relations and Communications
Experience
Emily Whitehead Foundation December 2014 - Present
Vanguard May 2014 - Present
Barkann Family Healing Hearts Foundation October 2012 - Present
Happy Valley Communications May 2011 - Present
Vanguard October 2012 - May 2014
Kisses for Kyle January 2012 - October 2012
Vanguard July 2011 - October 2012
Lawrence G. Foster Penn State Chapter of the Public Relations Student Society of America May 2010 - May 2011
Penn State College of Communications September 2009 - May 2011
Otto's Cafe September 2009 - May 2011
Skills
Social Networking, Special Events, Promotion Planning, Research, Event Management, Social Media, Public Relations, Fundraising, Management, Public Speaking, Customer Service, Event Planning, Leadership
Education
Penn State University 2007 — 2011
Bachelor of Arts, Public Relations, Minors in Spanish, and Business and Liberal Arts
IES 2008 — 2009
Spanish and Area Studies
West Chester East High School 2003 — 2007
Emily Whitehead Foundation December 2014 - Present
Vanguard May 2014 - Present
Barkann Family Healing Hearts Foundation October 2012 - Present
Happy Valley Communications May 2011 - Present
Vanguard October 2012 - May 2014
Kisses for Kyle January 2012 - October 2012
Vanguard July 2011 - October 2012
Lawrence G. Foster Penn State Chapter of the Public Relations Student Society of America May 2010 - May 2011
Penn State College of Communications September 2009 - May 2011
Otto's Cafe September 2009 - May 2011
Skills
Social Networking, Special Events, Promotion Planning, Research, Event Management, Social Media, Public Relations, Fundraising, Management, Public Speaking, Customer Service, Event Planning, Leadership
Education
Penn State University 2007 — 2011
Bachelor of Arts, Public Relations, Minors in Spanish, and Business and Liberal Arts
IES 2008 — 2009
Spanish and Area Studies
West Chester East High School 2003 — 2007
Braden Levit's Vanguard Experience 2007 - Present
Job Sr Security Lending Trader at The Vanguard Group
Industry Financial Services
Experience
Vanguard 2007 - Present
Vanguard 2003 - 2007
Vanguard 2000 - 2003
Quantitative Financial Strategies, Inc 1998 - 2000
ARAMARK 1997 - 1998
Education
Pennsylvania State University-Great Valley Graduate Center 2001 — 2002
MBA
Penn State University 1993 — 1997
BS
Vanguard 2007 - Present
Vanguard 2003 - 2007
Vanguard 2000 - 2003
Quantitative Financial Strategies, Inc 1998 - 2000
ARAMARK 1997 - 1998
Education
Pennsylvania State University-Great Valley Graduate Center 2001 — 2002
MBA
Penn State University 1993 — 1997
BS
Kevan Desai's Vanguard Experience June 2006 - August 2006
Job Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch October 2012 - Present
Bank of America Merrill Lynch May 2008 - October 2012
Merrill Lynch January 2008 - June 2008
Merrill Lynch July 2007 - January 2008
Vanguard June 2006 - August 2006
MBNA America June 2005 - August 2005
Skills
Fixed Income, Finance, Financial Analysis, Valuation, Pricing Analysis, Performance Analysis, Planning Budgeting &..., Line Management, Financial Reporting, Dodd-Frank, Project Management, Business Strategy, Data-driven Decision..., Internal Controls, Strategic Initiatives, Quality Assurance, Sarbanes-Oxley Act, SEC filings, General Ledger..., Account Reconciliation, Variance Analysis, Bloomberg, Microsoft Office, GMI, Mutual Funds, Oracle Financials, Hyperion, SAP, Essbase, Corporate Finance
Education
Penn State University 2003 — 2007
Bachelor of Science, Finance
Garnet Valley High School 1999 — 2003
Bank of America Merrill Lynch October 2012 - Present
Bank of America Merrill Lynch May 2008 - October 2012
Merrill Lynch January 2008 - June 2008
Merrill Lynch July 2007 - January 2008
Vanguard June 2006 - August 2006
MBNA America June 2005 - August 2005
Skills
Fixed Income, Finance, Financial Analysis, Valuation, Pricing Analysis, Performance Analysis, Planning Budgeting &..., Line Management, Financial Reporting, Dodd-Frank, Project Management, Business Strategy, Data-driven Decision..., Internal Controls, Strategic Initiatives, Quality Assurance, Sarbanes-Oxley Act, SEC filings, General Ledger..., Account Reconciliation, Variance Analysis, Bloomberg, Microsoft Office, GMI, Mutual Funds, Oracle Financials, Hyperion, SAP, Essbase, Corporate Finance
Education
Penn State University 2003 — 2007
Bachelor of Science, Finance
Garnet Valley High School 1999 — 2003
Laura Koenig's Vanguard Experience November 2005 - Present
Job Writer at Vanguard
Industry Financial Services
Experience
Vanguard November 2005 - Present
The Vanguard Group April 2004 - November 2005
The Vanguard Group June 2002 - April 2004
Skills
Marketing Communications, Web Content, Internal Communications, Creative Writing, Content Development, Copy Editing, Copywriting, Corporate Communications, Editing, Facebook, Microsoft Word, Newsletters, Publishing, Strategic Communications, Teaching
Education
Saint Joseph's University 2007 — 2010
M.A., Writing Studies
Penn State University 1996 — 2001
B.A., English
DeStolfo's TKD
Vanguard November 2005 - Present
The Vanguard Group April 2004 - November 2005
The Vanguard Group June 2002 - April 2004
Skills
Marketing Communications, Web Content, Internal Communications, Creative Writing, Content Development, Copy Editing, Copywriting, Corporate Communications, Editing, Facebook, Microsoft Word, Newsletters, Publishing, Strategic Communications, Teaching
Education
Saint Joseph's University 2007 — 2010
M.A., Writing Studies
Penn State University 1996 — 2001
B.A., English
DeStolfo's TKD
Kelli Carino's Vanguard Experience December 2004 - Present
Job Financial Administrator at Vanguard
Industry Financial Services
Experience
Vanguard December 2004 - Present
Education
University of Phoenix 2007 — 2009
MBA, Business
Pennsylvania State University 1999 — 2003
Vanguard December 2004 - Present
Education
University of Phoenix 2007 — 2009
MBA, Business
Pennsylvania State University 1999 — 2003
Andrew Lutz's Vanguard Experience April 2009 - March 2012
Job Lean Six Sigma Black Belt
Industry Financial Services
Experience
Self Employed Consultant April 2012 - Present
Vanguard April 2009 - March 2012
Vanguard October 2006 - March 2009
Vanguard March 2005 - September 2006
Vanguard October 1993 - February 2005
Bumper-to-Bumper Auto Detail May 1989 - August 1992
Skills
Six Sigma Black Belt, Process Improvement, Change Management, Vendor Management, Team Building, Coaching, Metrics Definition, Dashboard Development, Service Development, Service Management, Business Process..., Business Strategy, Call Centers, Customer Service, Dashboarding, Management, Performance Management, Program Management, Project Management, Six Sigma, Leadership, Operations Management, Risk Management, Budgets, Customer Experience, Strategic Planning
Education
University of Phoenix 2000 — 2002
MBA, Technology Management
Penn State University 1988 — 1992
BS, Management
Upper Dublin High School 1984 — 1988
Self Employed Consultant April 2012 - Present
Vanguard April 2009 - March 2012
Vanguard October 2006 - March 2009
Vanguard March 2005 - September 2006
Vanguard October 1993 - February 2005
Bumper-to-Bumper Auto Detail May 1989 - August 1992
Skills
Six Sigma Black Belt, Process Improvement, Change Management, Vendor Management, Team Building, Coaching, Metrics Definition, Dashboard Development, Service Development, Service Management, Business Process..., Business Strategy, Call Centers, Customer Service, Dashboarding, Management, Performance Management, Program Management, Project Management, Six Sigma, Leadership, Operations Management, Risk Management, Budgets, Customer Experience, Strategic Planning
Education
University of Phoenix 2000 — 2002
MBA, Technology Management
Penn State University 1988 — 1992
BS, Management
Upper Dublin High School 1984 — 1988
Mindi Motko Marisa's Vanguard Experience May 2015 - Present
Job Product Management at Vanguard
Industry Investment Management
Experience
Vanguard May 2015 - Present
Barclays January 2013 - Present
Barclays Capital August 2009 - December 2012
Barclays Capital October 2008 - August 2010
Lehman Brothers January 2004 - September 2008
Skills
Fixed Income, Finance, Capital Markets, Series 7, Securities, Prime Brokerage, Series 63, Strategy, Securities Lending, Business Analysis, Structured Products, Equities, Trading Systems, Investment Banking, Trading, Equity Derivatives, Options, Electronic Trading, Bloomberg, Hedge Funds, Product Management
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance and Economics
Penn State University 1997 — 2001
B.S Mathematics, Mathematics/Actuarial Science
Vanguard May 2015 - Present
Barclays January 2013 - Present
Barclays Capital August 2009 - December 2012
Barclays Capital October 2008 - August 2010
Lehman Brothers January 2004 - September 2008
Skills
Fixed Income, Finance, Capital Markets, Series 7, Securities, Prime Brokerage, Series 63, Strategy, Securities Lending, Business Analysis, Structured Products, Equities, Trading Systems, Investment Banking, Trading, Equity Derivatives, Options, Electronic Trading, Bloomberg, Hedge Funds, Product Management
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance and Economics
Penn State University 1997 — 2001
B.S Mathematics, Mathematics/Actuarial Science
Jeffrey Sparling, EA, CFA's Vanguard Experience December 2008 - Present
Job Senior Investment Consultant at Vanguard
Industry Investment Management
Experience
Vanguard December 2008 - Present
SEI Investments October 2004 - November 2008
Watson Wyatt Worldwide August 1999 - October 2004
Skills
Asset Allocation, Portfolio Optimization, Investment Strategies, Portfolio Management, Defined Benefit, Nonprofit Consulting, CFA, Enrolled Actuary, Series 6, Series 63, Investment Advisory, Strategic Consulting, HR Consulting, Liability Driven..., Institutional Investors, Institutional Sales, Actuarial Consulting, Pensions, Pension Funds, Non-profits, Investments, Investment Management, Mutual Funds, Series 7, Financial Advisory, Equities, Asset Management, Retirement, ALM
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General
Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (MBA)
Penn State University 2008 — 2009
Master's degree, Finance, General
The University of Texas at Austin 1993 — 1997
Bachelor's degree, Mathematics
Vanguard December 2008 - Present
SEI Investments October 2004 - November 2008
Watson Wyatt Worldwide August 1999 - October 2004
Skills
Asset Allocation, Portfolio Optimization, Investment Strategies, Portfolio Management, Defined Benefit, Nonprofit Consulting, CFA, Enrolled Actuary, Series 6, Series 63, Investment Advisory, Strategic Consulting, HR Consulting, Liability Driven..., Institutional Investors, Institutional Sales, Actuarial Consulting, Pensions, Pension Funds, Non-profits, Investments, Investment Management, Mutual Funds, Series 7, Financial Advisory, Equities, Asset Management, Retirement, ALM
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General
Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (MBA)
Penn State University 2008 — 2009
Master's degree, Finance, General
The University of Texas at Austin 1993 — 1997
Bachelor's degree, Mathematics
Alissa Cheatham's Vanguard Experience June 2011 - Present
Job Client Relationship Associate
Industry Financial Services
Experience
Vanguard June 2011 - Present
City Year Greater August 2009 - June 2011
City Year August 2009 - June 2010
Conestoga Bank June 2006 - May 2009
Fresh Grocer June 2003 - October 2006
Free Library September 2003 - June 2005
Skills
Mentoring, Nonprofits, Event Planning, Public Speaking, Community Outreach, Program Management, Research, Team Leadership
Education
Penn State University 2005 — 2009
Human Development and Family Studies
The Pennsylvania State University University 2005 — 2009
Bachelor of Science, Human Development and Family Studies
Central High School 05' 2001 — 2005
Vanguard June 2011 - Present
City Year Greater August 2009 - June 2011
City Year August 2009 - June 2010
Conestoga Bank June 2006 - May 2009
Fresh Grocer June 2003 - October 2006
Free Library September 2003 - June 2005
Skills
Mentoring, Nonprofits, Event Planning, Public Speaking, Community Outreach, Program Management, Research, Team Leadership
Education
Penn State University 2005 — 2009
Human Development and Family Studies
The Pennsylvania State University University 2005 — 2009
Bachelor of Science, Human Development and Family Studies
Central High School 05' 2001 — 2005
Michael Cianciulli, QKA's Vanguard Experience May 2015 - Present
Job Senior Relationship Manager, Consultant Relations at Vanguard
Industry Financial Services
Experience
Vanguard May 2015 - Present
Vanguard June 2008 - May 2015
Vanguard February 2004 - June 2008
Vanguard January 2000 - February 2004
Skills
Relationship Management, Financial Services, Mutual Funds, Retirement, Series 63, Series 6, Investments, 401k, Leadership, Management, Process Improvement, Asset Allocation, Six Sigma, Qualified Retirement..., Defined Benefit, Non-Qualified Deferred..., ERISA, Retirement Plan..., CRM, Retirement Planning, Series 7, Portfolio Management, Finance, Financial Analysis, Risk Management, Wealth Management, Project Management, Financial Planning
Education
Penn State University 2009 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Temple University - Fox School of Business and Management 1998 — 2000
BBA, Marketing
Vanguard May 2015 - Present
Vanguard June 2008 - May 2015
Vanguard February 2004 - June 2008
Vanguard January 2000 - February 2004
Skills
Relationship Management, Financial Services, Mutual Funds, Retirement, Series 63, Series 6, Investments, 401k, Leadership, Management, Process Improvement, Asset Allocation, Six Sigma, Qualified Retirement..., Defined Benefit, Non-Qualified Deferred..., ERISA, Retirement Plan..., CRM, Retirement Planning, Series 7, Portfolio Management, Finance, Financial Analysis, Risk Management, Wealth Management, Project Management, Financial Planning
Education
Penn State University 2009 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Temple University - Fox School of Business and Management 1998 — 2000
BBA, Marketing
Heather Ergler's Vanguard Experience August 1999 - Present
Job Manager
Industry Financial Services
Experience
Vanguard August 1999 - Present
Vanguard November 1997 - August 1999
M&T Bank August 1992 - November 1997
Aris Corporation of America May 1989 - August 1992
Education
Penn State University 1982 — 1989
BS, Accounting
Vanguard August 1999 - Present
Vanguard November 1997 - August 1999
M&T Bank August 1992 - November 1997
Aris Corporation of America May 1989 - August 1992
Education
Penn State University 1982 — 1989
BS, Accounting
Robert Ostertag's Vanguard Experience January 1999 - January 2004
Job Release Manager at Lockheed Martin
Industry Information Technology and Services
Experience
Lockheed Martin May 2015 - Present
Vencore Inc. November 2010 - April 2015
Lockheed Martin January 2004 - November 2010
Vanguard January 1999 - January 2004
Skills
Systems Engineering, System Architecture, Program Management, Requirements Management, Integration, Configuration Management, System Design, Proposal Writing, Team Leadership, Process Improvement, Requirements Analysis, Technical Leadership, DoD, Software Development, DoDAF, Information Assurance, Engineering Management, Earned Value Management, Testing, Software Engineering, Project Engineering, Enterprise Architecture, Systems Integration, COTS/GOTS Integration, Functional Management, System Requirements, Systems Architecture, Geospatial Technologies, IT Strategy, IT Service Management, Systems Design
Education
Villanova University
MS, Electrical Engineering
Penn State University
BS, Electrical Engineering
Lockheed Martin May 2015 - Present
Vencore Inc. November 2010 - April 2015
Lockheed Martin January 2004 - November 2010
Vanguard January 1999 - January 2004
Skills
Systems Engineering, System Architecture, Program Management, Requirements Management, Integration, Configuration Management, System Design, Proposal Writing, Team Leadership, Process Improvement, Requirements Analysis, Technical Leadership, DoD, Software Development, DoDAF, Information Assurance, Engineering Management, Earned Value Management, Testing, Software Engineering, Project Engineering, Enterprise Architecture, Systems Integration, COTS/GOTS Integration, Functional Management, System Requirements, Systems Architecture, Geospatial Technologies, IT Strategy, IT Service Management, Systems Design
Education
Villanova University
MS, Electrical Engineering
Penn State University
BS, Electrical Engineering
Craig Bartoshesky's Vanguard Experience August 2013 - Present
Job IT Security Analyst at Vanguard
Industry Financial Services
Experience
Vanguard August 2013 - Present
Vanguard July 2009 - August 2013
Siemens Healthcare May 2008 - August 2008
Lockheed Martin May 2007 - August 2007
Skills
JavaScript, Agile Methodologies, CSS, XML, User Experience, SQL, Information Architecture, HTML, HTML 5, User Interface Design, XHTML, Java, Subversion
Education
Penn State University 2006 — 2009
Bachelor of Science (BS), Information Science and Technology
Vanguard August 2013 - Present
Vanguard July 2009 - August 2013
Siemens Healthcare May 2008 - August 2008
Lockheed Martin May 2007 - August 2007
Skills
JavaScript, Agile Methodologies, CSS, XML, User Experience, SQL, Information Architecture, HTML, HTML 5, User Interface Design, XHTML, Java, Subversion
Education
Penn State University 2006 — 2009
Bachelor of Science (BS), Information Science and Technology
Art D'Adamo's Vanguard Experience February 2012 - June 2014
Job RETIRED Former Senior Consultant, Perl Developer for Ranstad consultant at Vanguard
Industry Information Services
Experience
Vanguard February 2012 - June 2014
IMS Health October 2011 - January 2012
SEI March 2011 - September 2011
IMS Health October 2007 - February 2010
IMS Health September 1996 - September 2007
Ascensus December 1993 - September 1996
Hahnemann University Hospital September 1988 - December 1993
Brigham & Women's hospital 1983 - 1985
Brigham & Women's hospital 1983 - 1985
Skills
AIX, HP-UX, Unix, Shell Scripting, Perl, Servers, TCP/IP, System Administration, RedHat, Oracle, Hardware, HP, C, TSM, Suse
Education
University of Pittsburgh 1978 — 1980
(none), Mathematics
Temple University 1976 — 1978
M.A., Mathematics
Penn State University 1966 — 1970
B.S., Electrical Engineering
Vanguard February 2012 - June 2014
IMS Health October 2011 - January 2012
SEI March 2011 - September 2011
IMS Health October 2007 - February 2010
IMS Health September 1996 - September 2007
Ascensus December 1993 - September 1996
Hahnemann University Hospital September 1988 - December 1993
Brigham & Women's hospital 1983 - 1985
Brigham & Women's hospital 1983 - 1985
Skills
AIX, HP-UX, Unix, Shell Scripting, Perl, Servers, TCP/IP, System Administration, RedHat, Oracle, Hardware, HP, C, TSM, Suse
Education
University of Pittsburgh 1978 — 1980
(none), Mathematics
Temple University 1976 — 1978
M.A., Mathematics
Penn State University 1966 — 1970
B.S., Electrical Engineering
Lindsay (Solomon) Bell's Vanguard Experience August 2013 - Present
Job Internal Auditor at Vanguard
Industry Financial Services
Experience
Vanguard August 2013 - Present
Ernst & Young July 2010 - July 2013
Skills
Internal Controls, Internal Audit, Accounting, US GAAP, Sarbanes-Oxley Act, CPA, Financial Accounting, Big 4, Risk Assessment, Risk Management, Financial Risk, Auditing, Financial Services, Sarbanes-Oxley
Education
Penn State University 2005 — 2009
Bachelors, Accounting
Vanguard August 2013 - Present
Ernst & Young July 2010 - July 2013
Skills
Internal Controls, Internal Audit, Accounting, US GAAP, Sarbanes-Oxley Act, CPA, Financial Accounting, Big 4, Risk Assessment, Risk Management, Financial Risk, Auditing, Financial Services, Sarbanes-Oxley
Education
Penn State University 2005 — 2009
Bachelors, Accounting
Ken Foley's Vanguard Experience 1996 - 2001
Job Senior Managing Director at Philadelphia Financial Group, Inc
Industry Financial Services
Experience
Philadelphia Financial Group, Inc August 2015 - Present
Philadelphia Financial Group, Inc January 2014 - August 2015
Philadelphia Financial Group, Inc October 2001 - January 2014
Vanguard 1996 - 2001
Skills
Insurance, Estate Planning, New Business Development, Strategic Planning, Business Development, Marketing Strategy, Sales, Business Planning, Team Leadership, Wealth Management, Operations Management, Asset Management, Financial Analysis, Financial Services, Alternative Investments, Mutual Funds, Finance, Portfolio Management, Financial Planning, Hedge Funds
Education
Penn State University 1991 — 1996
St. Pius X 1988 — 1991
Philadelphia Financial Group, Inc August 2015 - Present
Philadelphia Financial Group, Inc January 2014 - August 2015
Philadelphia Financial Group, Inc October 2001 - January 2014
Vanguard 1996 - 2001
Skills
Insurance, Estate Planning, New Business Development, Strategic Planning, Business Development, Marketing Strategy, Sales, Business Planning, Team Leadership, Wealth Management, Operations Management, Asset Management, Financial Analysis, Financial Services, Alternative Investments, Mutual Funds, Finance, Portfolio Management, Financial Planning, Hedge Funds
Education
Penn State University 1991 — 1996
St. Pius X 1988 — 1991
Joseph Turkos's Vanguard Experience 1999 - 2003
Job Freelance writter and editor.
Industry Writing and Editing
Experience
Self Employed April 2014 - Present
The Roxborough Review August 2006 - March 2013
Vanguard 1999 - 2003
Skills
AP Style, Breaking News, Copy Editing, Blogging, Editing, Feature Articles, Journalism, News Writing, Newspapers, Online Journalism, Sports Writing, Storytelling, Editorial, Time Management
Education
West Chester University of Pennsylvania 1998 — 2001
Master of Business Administration (M.B.A.)
Penn State University 1987 — 1991
Bachelor's degree, History
Self Employed April 2014 - Present
The Roxborough Review August 2006 - March 2013
Vanguard 1999 - 2003
Skills
AP Style, Breaking News, Copy Editing, Blogging, Editing, Feature Articles, Journalism, News Writing, Newspapers, Online Journalism, Sports Writing, Storytelling, Editorial, Time Management
Education
West Chester University of Pennsylvania 1998 — 2001
Master of Business Administration (M.B.A.)
Penn State University 1987 — 1991
Bachelor's degree, History
Richard Keeley's Vanguard Experience 2014 - Present
Job Relationship Manager/New Business Development
Industry Financial Services
Experience
Vanguard 2014 - Present
Independent Consultant 2011 - 2014
Callahan Company 2003 - 2011
IFMG Securities/IFS Agencies at Sovereign Bank 2002 - 2003
Affinity Wealth Management, Inc. 1998 - 2002
HCI 1990 - 1998
Velobind/GBC 1988 - 1990
Oce Business Systems 1986 - 1988
Skills
Account Management, Sales Process, Financial Services, Business Development, Qualifying Prospects, Strategic Alliances, Marketing, Financial Analysis, Sourcing, Software Documentation, Direct Sales, Recruiting, Product Marketing, Wealth Management, Relationship Management, Mutual Funds, Business Relationship..., Cross Selling, Selling, Analytics, Leadership, New Business Development, Strategic Planning, Management, Sales, Product Development, CRM, B2B, Training, Portfolio Management, Small Business, Business Strategy, Strategy
Education
Penn State University
BS in Finance, Concentration in Financial Management, Accounting, Business Law, Marketing, Speech Communications
Vanguard 2014 - Present
Independent Consultant 2011 - 2014
Callahan Company 2003 - 2011
IFMG Securities/IFS Agencies at Sovereign Bank 2002 - 2003
Affinity Wealth Management, Inc. 1998 - 2002
HCI 1990 - 1998
Velobind/GBC 1988 - 1990
Oce Business Systems 1986 - 1988
Skills
Account Management, Sales Process, Financial Services, Business Development, Qualifying Prospects, Strategic Alliances, Marketing, Financial Analysis, Sourcing, Software Documentation, Direct Sales, Recruiting, Product Marketing, Wealth Management, Relationship Management, Mutual Funds, Business Relationship..., Cross Selling, Selling, Analytics, Leadership, New Business Development, Strategic Planning, Management, Sales, Product Development, CRM, B2B, Training, Portfolio Management, Small Business, Business Strategy, Strategy
Education
Penn State University
BS in Finance, Concentration in Financial Management, Accounting, Business Law, Marketing, Speech Communications
Neal McDonough's Vanguard Experience September 2011 - February 2012
Job Business Systems Analyst at Connolly iHealth Technologies
Industry Financial Services
Experience
Connolly, LLC June 2015 - Present
Executive Health Resources January 2013 - June 2015
Executive Health Resources February 2012 - January 2013
Vanguard September 2011 - February 2012
Allstate Insurance June 2010 - August 2010
Skills
Analysis, Insurance, Databases, VBA, Access, Risk Management, Data Analysis, Financial Modeling, Actuarial Science, Financial Analysis, Business Intelligence, Microsoft SQL Server, T-SQL, SQL Server Management..., Microsoft Excel, Medical Necessity, Medical Compliance, Medical Billing, Health Insurance, UAT, Medical Information...
Education
Penn State University 2006 — 2011
Bachelor of Science (B.S.), Actuarial Science
Connolly, LLC June 2015 - Present
Executive Health Resources January 2013 - June 2015
Executive Health Resources February 2012 - January 2013
Vanguard September 2011 - February 2012
Allstate Insurance June 2010 - August 2010
Skills
Analysis, Insurance, Databases, VBA, Access, Risk Management, Data Analysis, Financial Modeling, Actuarial Science, Financial Analysis, Business Intelligence, Microsoft SQL Server, T-SQL, SQL Server Management..., Microsoft Excel, Medical Necessity, Medical Compliance, Medical Billing, Health Insurance, UAT, Medical Information...
Education
Penn State University 2006 — 2011
Bachelor of Science (B.S.), Actuarial Science
Ryan Ludt's Vanguard Experience 1997 - Present
Job Principal at Vanguard
Industry Financial Services
Experience
Vanguard 1997 - Present
Skills
ETFs, Mutual Funds, Investments, Equities, Asset Management, Portfolio Management, Investment Strategies, Investment Management, Trading
Education
Penn State University 1989 — 1993
BS, Economics
HBS Executive Education
Investment Management Workshop
Vanguard 1997 - Present
Skills
ETFs, Mutual Funds, Investments, Equities, Asset Management, Portfolio Management, Investment Strategies, Investment Management, Trading
Education
Penn State University 1989 — 1993
BS, Economics
HBS Executive Education
Investment Management Workshop
Mikhail Gershenovich's Vanguard Experience June 2003 - Present
Job
Industry Financial Services
Experience
Vanguard June 2003 - Present
PFPC 2001 - 2003
Education
Penn State University 2008 — 2012
MBA
Widener University
Vanguard June 2003 - Present
PFPC 2001 - 2003
Education
Penn State University 2008 — 2012
MBA
Widener University
Carol Adams-Reagan's Vanguard Experience October 2008 - Present
Job Senior Manager at Vanguard
Industry Financial Services
Experience
Vanguard October 2008 - Present
Deloitte & Touche, LLP May 1995 - November 1996
Coopers & Lybrand, LLP December 1990 - April 1995
Laventhol & Horwath, LLP January 1988 - November 1990
Financial Research, Inc January 1985 - December 1987
Skills
Financial Analysis, Financial Reporting, Compliance, Department Budgeting, Management, Six Sigma, Strategy, Investments, Leadership, Analysis, Vendor Management, Operations Management
Education
LaSalle University
Master of Business Administration (MBA), Finance and Managerial Accounting
Penn State University
Bachelor of Science (BS), Education
Vanguard October 2008 - Present
Deloitte & Touche, LLP May 1995 - November 1996
Coopers & Lybrand, LLP December 1990 - April 1995
Laventhol & Horwath, LLP January 1988 - November 1990
Financial Research, Inc January 1985 - December 1987
Skills
Financial Analysis, Financial Reporting, Compliance, Department Budgeting, Management, Six Sigma, Strategy, Investments, Leadership, Analysis, Vendor Management, Operations Management
Education
LaSalle University
Master of Business Administration (MBA), Finance and Managerial Accounting
Penn State University
Bachelor of Science (BS), Education
Salvatore Pantalone MBA/CPA/CGMA/Series 27 & 99's Vanguard Experience 2006 - Present
Job Senior Manager Financial Operations Principal & Treasurer
Industry Financial Services
Experience
Vanguard 2006 - Present
Susquehanna International Group 1999 - 2006
Merrill Lynch 1994 - 1999
Skills
Mutual Funds, Series 7, Series 63, Financial Services, Securities, Series 24, Equities, Fixed Income, Investments, Bloomberg, Capital Markets, Derivatives, Accounting, Financial Regulation, Trading
Education
Penn State University
Bachelor of Science, Business
Widener University
Master of Business Administration, Accounting
Vanguard 2006 - Present
Susquehanna International Group 1999 - 2006
Merrill Lynch 1994 - 1999
Skills
Mutual Funds, Series 7, Series 63, Financial Services, Securities, Series 24, Equities, Fixed Income, Investments, Bloomberg, Capital Markets, Derivatives, Accounting, Financial Regulation, Trading
Education
Penn State University
Bachelor of Science, Business
Widener University
Master of Business Administration, Accounting
Matthew Ellis, CFP®, CIMA®'s Vanguard Experience September 2008 - Present
Job Internal wholesaler at Vanguard
Industry Financial Services
Experience
Vanguard September 2008 - Present
Skills
Series 63, Mutual Funds, Series 6, Series 7, Investments, Retirement, Asset Allocation, ETFs, Sales
Education
Penn State University
Master of Business Administration (M.B.A.)
Rollins College
Vanguard September 2008 - Present
Skills
Series 63, Mutual Funds, Series 6, Series 7, Investments, Retirement, Asset Allocation, ETFs, Sales
Education
Penn State University
Master of Business Administration (M.B.A.)
Rollins College
Melanie Jacyszyn's Vanguard Experience March 2014 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Vanguard March 2014 - Present
TIAA-CREF 2007 - 2013
Vanguard June 1998 - April 2007
Vanguard June 1998 - April 2007
Skills
Strategic Financial..., Tax Advisory, Estate Planning, Retirement Planning, Retirement Savings, Qualified Retirement..., Saving for Education, Investment Advisory, Investment Management, Separately Managed..., Life Insurance, Variable Annuities, Fixed Annuities, Fixed Income
Education
Penn State University 1994 — 1998
Bachelor's degree, Finance, General
Vanguard March 2014 - Present
TIAA-CREF 2007 - 2013
Vanguard June 1998 - April 2007
Vanguard June 1998 - April 2007
Skills
Strategic Financial..., Tax Advisory, Estate Planning, Retirement Planning, Retirement Savings, Qualified Retirement..., Saving for Education, Investment Advisory, Investment Management, Separately Managed..., Life Insurance, Variable Annuities, Fixed Annuities, Fixed Income
Education
Penn State University 1994 — 1998
Bachelor's degree, Finance, General
Natalie McManus's Vanguard Experience 2013 - Present
Job Regional Lead Europe at Vanguard
Industry Financial Services
Experience
Vanguard 2013 - Present
Vanguard Investments UK June 2012 - June 2013
Vanguard Australia November 2010 - May 2012
Vanguard 2009 - 2010
Vanguard 2006 - 2009
Vanguard 2005 - 2006
Education
Villanova University 2008 — 2010
Master's Degree, Human Resources Development
Penn State University 2001 — 2005
Bachelor's Degree, Business Administration and Management, General
Vanguard 2013 - Present
Vanguard Investments UK June 2012 - June 2013
Vanguard Australia November 2010 - May 2012
Vanguard 2009 - 2010
Vanguard 2006 - 2009
Vanguard 2005 - 2006
Education
Villanova University 2008 — 2010
Master's Degree, Human Resources Development
Penn State University 2001 — 2005
Bachelor's Degree, Business Administration and Management, General
Aboubacar Camara's Vanguard Experience September 2010 - Present
Job Fund Financial Analyst at Vanguard
Industry
Experience
Vanguard September 2010 - Present
Education
Penn State University 2013 — 2015
Vanguard September 2010 - Present
Education
Penn State University 2013 — 2015
Jesse Roth, CFP®'s Vanguard Experience June 2007 - Present
Job Senior Financial Advisor at Vanguard
Industry Financial Services
Experience
Vanguard June 2007 - Present
Education
Penn State University 1992 — 1996
Bachelor’s Degree, Finance
Upper Darby High School 1988 — 1992
Vanguard June 2007 - Present
Education
Penn State University 1992 — 1996
Bachelor’s Degree, Finance
Upper Darby High School 1988 — 1992
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments