Vanguard Company

Industry: Investment management company

Description

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

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

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

Vanguard Employees

Employee
Years
Job
Industry
Brent Tinari Brent Tinari Doylestown, Pennsylvania Details
Brent Tinari's Vanguard Experience July 2012 - Present
Job Deployment Analyst at Vanguard
Industry Financial Services
Experience
Vanguard   July 2012 - Present
Day & Zimmermann  September 2011 - July 2012

Skills
Process Improvement, Microsoft Office, Business Analysis, SharePoint, Project Management, Microsoft Excel, Leadership

Education
Penn State University   2007 — 2011

Hoang Ngo Hoang Ngo Philadelphia, Pennsylvania Details
Hoang Ngo's Vanguard Experience March 2015 - Present
Job Project Administrator at Vanguard
Industry Financial Services
Experience
Vanguard   March 2015 - Present
Vanguard   June 2013 - February 2015
Vanguard   June 2012 - August 2012

Skills
Microsoft Office, Visio, XML, Programming, Public Speaking, Business Design..., Corporate Finance, Accounting, UML, Java, HTML 5, Leadership

Education
Penn State University   2009 — 2013
Bachelor of Science, Energy Business and Finance, 3.65

Philadelphia Central High School   2005 — 2009
G.E.D

Stephan Lieb Stephan Lieb King Of Prussia, Pennsylvania Details
Stephan Lieb's Vanguard Experience November 2011 - March 2012
Job Financial Analyst at Advertising Specialty Institute
Industry Telecommunications
Experience
Advertising Specialty Institute  March 2015 - Present
Empire Telecom   September 2013 - March 2015
SEI  March 2012 - September 2013
Vanguard   November 2011 - March 2012

Skills
Accounting, Auditing, Financial Statements, Analysis, Funding, Financial Reporting, Account Reconciliation, Strategic Financial..., Finance, Investments, Equities, Corporate Finance, Cash Management

Education
Penn State University   2007 — 2011
Bachelor of Science (B.S.), Finance, General, 3.35/4.0

Denise Lukens Denise Lukens Scottsdale, Arizona Details
Denise Lukens's Vanguard Experience June 2011 - November 2012
Job Vice President, Managing Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  October 2012 - Present
Vanguard   June 2011 - November 2012
Vanguard   June 2000 - June 2011
Vanguard   July 1998 - June 2000

Skills
Relationship Management, 401k, Retirement, Leadership, Communication Skills, Superior Client Service, Mentoring

Education
Penn State University   2003 — 2005
Master of Business Administration (MBA), Business Administration and Management, General

Rutgers University   1988 — 1992
Bachelor of Arts (B.A.), Economics

Karen Priem Karen Priem Greater Philadelphia Area Details
Karen Priem's Vanguard Experience September 2011 - November 2011
Job HR Administrator at Berkshire Hathaway HomeServices Fox & Roach, Realtors
Industry Human Resources
Experience
Berkshire Hathaway HomeServices Fox & Roach, Realtors   August 2014 - Present
PNC  October 2013 - August 2014
CardioNet  December 2011 - July 2013
Vanguard   September 2011 - November 2011
Main Line Health  May 2011 - June 2011
Matilda Theiss Child Development Center   August 2010 - December 2010

Skills
Onboarding, Employee Relations, Human Resources, Benefits Administration, Microsoft Excel, Microsoft Office, HRIS, Customer Service, PowerPoint, Training

Education
Penn State University   2007 — 2010
B.S., Human Development and Family Studies

Elisabeth Duffy Elisabeth Duffy Malvern, Pennsylvania Details
Elisabeth Duffy's Vanguard Experience December 2009 - Present
Job Project Manager at Vanguard
Industry Financial Services
Experience
Vanguard   December 2009 - Present
Vanguard   2007 - 2009
Vanguard   2006 - 2007
Vanguard   2005 - 2007
Vanguard   2000 - 2003

Skills
Agile Project Management, DMAIC, Team Leadership, Project Management, MS Project, Visio, iGrafx, Microsoft Word, PowerPoint, Microsoft Excel, Creative Problem Solving, Operational Efficiency, Series 7, Series 63, Series 24, Process Improvement, Procedure Development, Training, Collaborative Problem...

Education
Saint Joseph's University   2007 — 2008
Organizational Behavior Studies

Penn State University   2001 — 2003
Liberal Arts and Sciences, General Studies and Humanities

Millersville University of Pennsylvania   2000 — 2001
Liberal Arts and Sciences, General Studies and Humanities

Dan Puckett Dan Puckett Charlotte, North Carolina Details
Dan Puckett's Vanguard Experience June 2014 - Present
Job Brokerage Professional
Industry Financial Services
Experience
Vanguard   June 2014 - Present
Vanguard   November 2013 - June 2014
Citi Financial  September 2012 - November 2013
Citi Financial  February 2012 - September 2012
Kiawah Island Golf Resort  August 2010 - December 2011
Kiawah Island Golf Resort  May 2010 - August 2010
PNC  May 2008 - September 2008
Champps  May 2007 - September 2007
Finish Line  June 2004 - August 2006

Skills
Negotiation, Relationship Management, Credit, Loans, Banking, Problem Solving, Escalation Resolution, Customer Escalation..., Organizational..., Portfolio Management, Teamwork, Customer Service, Investments, Accounts Receivable

Education
Penn State University   2006 — 2010
Music performance, Saxophone

Penn State University   2006 — 2010
Business minor, Marketing/PR/Finance

JERNETTA CABELL JERNETTA CABELL Philadelphia, Pennsylvania Details
JERNETTA CABELL's Vanguard Experience December 2012 - March 2013
Job Financial Services Professional
Industry Financial Services
Experience
Vanguard   December 2012 - March 2013
Friends Hospital  September 2012 - February 2013

Education
Penn State University   2008 — 2012
Bachelor of Science (BS), Psychology

Tim Hagan Tim Hagan Greater Philadelphia Area Details
Tim Hagan's Vanguard Experience October 2013 - Present
Job Sales Administrator at Vanguard
Industry Investment Management
Experience
Vanguard   October 2013 - Present
Vanguard   April 2012 - October 2013
Coventry First, LLC  March 2009 - April 2012
Coventry First, LLC  August 2008 - March 2009
Market Insight Corporation   September 2007 - December 2007

Skills
Series 63, Insurance, Mutual Funds, Investments, Retirement Planning, Life Insurance, Strategic Financial..., Financial Analysis, Asset Allocation, 401k, Alternative Investments, Wealth Management, Finance, Financial Services, Investment Advisory, Microsoft Office, Securities, Series 6

Education
Saint Joseph's University   2013 — 2016
Master of Business Administration (MBA)

Penn State University   2004 — 2008
B.A., Communication Arts and Sciences

Fran Casale Fran Casale Philadelphia, Pennsylvania Details
Fran Casale's Vanguard Experience June 2011 - August 2011
Job Consultant at Accenture
Industry Information Technology and Services
Experience
Accenture  November 2014 - Present
Confidential - Major US Electrical Material Distributor   March 2013 - Present
Accenture  May 2014 - November 2014
Accenture  July 2012 - May 2014
Confidential - Major US Electrical Material Distributor   August 2012 - March 2013
Penn State University  August 2011 - May 2012
Penn State University  August 2010 - May 2012
Vanguard   June 2011 - August 2011
Essent Guaranty, Inc.   May 2010 - August 2010

Skills
Integration, SQL, Security, Android, Object Oriented Design, Java, Databases, Requirements Analysis, Unix, Visio, Business Analysis, XML, Microsoft SQL Server, Business Intelligence, Linux, Software Development, Oracle, PL/SQL, UML, E-commerce

Education
Penn State University   2008 — 2012
BS - Information Science & Technology (IST), Integration & Application

Devon Preparatory School   2004 — 2008

Joshua Cuozzo Joshua Cuozzo West Chester, Pennsylvania Details
Joshua Cuozzo's Vanguard Experience January 2014 - Present
Job Manager at The Vanguard Group
Industry Financial Services
Experience
Vanguard   January 2014 - Present
Vanguard   October 2010 - January 2014
Vanguard   2007 - 2010
Vanguard   2006 - 2007
Vanguard   2002 - 2006

Skills
Lean Operations, Six Sigma, Black Belt, Project Management, Management, Risk Management, Risk Assessment, FMEA, Value Stream Mapping, Business Process..., Business Process Mapping, Leadership Development, MS Project, Legal Compliance, Visio, Minitab, Dashboarding, Metrics, Microsoft Excel, Quality Control, Operational Risk, Kanban, Lean Tools, Data Analysis, Mutual Funds, Fund Accounting, Securities Regulation, DMAIC, Process Improvement

Education
Penn State University   2002 — 2004
Master of Business Administration (MBA), Business Administration and Management, General

Penn State University   2000 — 2002
Master's degree, Computer and Information Sciences and Support Services

Penn State University   1993 — 1997
Bachelor of Arts (B.A.), Anthropology

Aurelie Denis Aurelie Denis Maumee, Ohio Details
Aurelie Denis's Vanguard Experience May 2015 - July 2015
Job College to Corporate Program Intern at Vanguard
Industry
Experience
Vanguard   May 2015 - July 2015
Owens-Illinois (O-I)   June 2014 - August 2014
International Professional Relations  August 2011 - August 2013
American Eagle Outfitters  March 2010 - February 2011

Skills
French, Spanish, Multicultural, International Travel, Organization, Planning, Initiative, Interpersonal..., Reliable, Diligent, Personal Finance, Project Planning, Public Speaking

Education
Penn State Schreyer Honors College   2014 — 2016

Penn State University   2012 — 2016
Finance Major, 3.99 GPA

Anthony Wayne High School   2010 — 2012
4.4 GPA

Peter Body Peter Body Greater Philadelphia Area Details
Peter Body's Vanguard Experience August 1998 - April 2000
Job Director of IT and Telecom at Total Traffic + Weather Network
Industry Internet
Experience
iHeartMedia, Inc.   May 2013 - Present
NOKIA Location and Commerce (formerly NAVTEQ)   April 2000 - Present
NOKIA Location & Commerce  January 2000 - January 2013
The United States Mint   April 2013 - April 2013
NOKIA Location and Commerce  January 2007 - March 2013
Surgeons Of hope   July 2012 - December 2012
Radiate Media  October 2011 - December 2012
Traffic.com  April 2000 - March 2008
Vanguard   August 1998 - April 2000
Vanguard   January 1998 - January 2000

Skills
ITIL v3 Foundations..., ITIL, Disaster Recovery, Virtualization, Servers, IT Service Management, Cloud Computing, Microsoft Exchange, PMP, VMware ESX, Troubleshooting, Project Management, Technical Support, Hardware, Enterprise Software, System Deployment, Windows Server, Agile Methodologies, Data Center, Linux, Active Directory, Cluster, VMware, Storage Area Networks

Education
Penn State University   1991 — 1994
BS, History, Humanities, and Theology

Pennsylvania State University
Bachelor of Arts, General Arts and Sciences

The Hill School   1983 — 1987

New Horizons Computer Learning Center

New Horizons Computer Learning Center

Frederick Gambino Frederick Gambino Miami/Fort Lauderdale Area Details
Frederick Gambino's Vanguard Experience June 2007 - August 2011
Job Strategy & Analytics at Miami Dolphins
Industry Sports
Experience
Miami Dolphins & Sun Life Stadium  September 2013 - Present
Los Angeles Sparks  January 2013 - June 2013
Steel Sports   June 2012 - August 2012
Ticketmaster Entertainment  January 2012 - June 2012
Vanguard   June 2007 - August 2011

Skills
Financial Modeling, Investments, Strategy, Analysis, Marketing, Finance

Education
UCLA Anderson School of Management   2011 — 2013
Masters of Business, Sports Business

Penn State University   2003 — 2007
B.A. and B.S., Accounting and Economics

Tara Gensemer Tara Gensemer Harrisburg, Pennsylvania Area Details
Tara Gensemer's Vanguard Experience July 1998 - August 2002
Job Business Manager/Quality Relations
Industry Medical Practice
Experience
Pagana & Pagana-DeFazio Family Medicine   June 2004 - Present
OnQ Technologies, Inc.   October 2002 - June 2004
Vanguard   July 1998 - August 2002
Mount Nittany Medical Center  1998 - 1998

Skills
Health Insurance, Marketing, Patient Portal, Customer Service, Medical Coding, Insurance, Microsoft Excel, Health Information..., Series 7, Mutual Funds, 401k, PowerPoint, Microsoft Office, Finance, Outlook, Microsoft Word, Research, Financial Services, Investments, CPT, Office Management, Public Relations, ICD-9, Medical Billing, Medicare, Newsletters, Leadership

Education
Penn State University   1996 — 1998
B.A., Journalism

Saint Francis College   1994 — 1996

Candi Staurinos Candi Staurinos Allentown, Pennsylvania Area Details
Candi Staurinos's Vanguard Experience December 1997 - April 2000
Job Owner at Mayflower Lunch
Industry Entertainment
Experience
Mayflower Lunch   September 2008 - Present
Lehigh University, Zoellner Arts Center   November 2001 - Present
Edelman  April 2000 - November 2001
Vanguard   December 1997 - April 2000
ArtsQuest  1995 - 1995

Skills
Community Outreach, Media Relations, Twitter, Marketing Communications, Camera, InDesign, Editing, Newsletters, Public Relations, Multimedia, Event Management, Photoshop, Writing, Photography, Production, Social Media, Publications, Non-profits, Word, Integrated Marketing, Research, Microsoft Office, Campus, Higher Education, Courses, Student Services, Promotions, Fundraising, Social Media Marketing, Event Planning, Advertising, Online Marketing, Copywriting, Graphic Design, Marketing Strategy, Web Design, Strategic Planning, Public Speaking, Customer Relations, Social Networking, PowerPoint, Press Releases, Email Marketing, Excel, Community Relations, Customer Service, Budgeting, Direct Mail, Brochures, Teaching

Education
Penn State University   1993 — 1997
BA, Adv/PR

William Allen   1989 — 1993

Matthew Keeley Matthew Keeley Greater Philadelphia Area Details
Matthew Keeley's Vanguard Experience June 1996 - January 2003
Job Market Research Analyst at Voya Financial formerly ING U.S.
Industry Market Research
Experience
Voya Financial  October 2007 - Present
QVC  February 2003 - October 2007
Vanguard   June 1996 - January 2003

Skills
Competitive Intelligence, Data Mining, Analysis, Product Development, Database Marketing, Data Analysis, Marketing Management, Analytics, Competitive Analysis, Strategy, Customer Insight, Leadership, Consumer Behaviour, Financial Services, Market Analysis, Marketing Strategy, Management, Market Research, Product Marketing, Marketing, Strategic Planning, Marketing Research, Segmentation, Business Intelligence, Business Analysis

Education
Pennsylvania State University   1992 — 1996
Bachelor of Science (B.S.), Marketing

Unionville High School

Gary Spross Gary Spross Greater Philadelphia Area Details
Gary Spross's Vanguard Experience July 2007 - June 2008
Job Software Engineer at JBT Corporation
Industry Information Technology and Services
Experience
JBT Corporation  June 2008 - Present
Vanguard   July 2007 - June 2008
VisualEyes  June 2004 - July 2007
The Walt Disney Company  January 2006 - June 2006

Skills
C#, JavaScript, XML, Databases, ASP.NET, HTML, Software Development, Microsoft Office, Microsoft SQL Server, C++

Education
Penn State University   2002 — 2006
IST, Information Sciences & Technology

Ari Sitaras Ari Sitaras Bethlehem, Pennsylvania Details
Ari Sitaras's Vanguard Experience December 2014 - Present
Job UI/Midtier Developer at Vanguard
Industry Information Technology and Services
Experience
Vanguard   December 2014 - Present
Vanguard   March 2014 - December 2014
Vanguard   July 2013 - March 2014
Vanguard   May 2012 - August 2012

Skills
Java, C++, Objective-C, Linux, Project Management, iPhone Application..., Visio, User Interface Design, Leadership, Mobile Applications, Unix, Agile Web Development, Red Hat Linux, Xcode, Java Application..., Test Driven Development, Aspect Logging, NetBeans, Mutation Testing, JCreator, Agile Application..., Microsoft Visual Studio..., MySQL, Analyst Notebook, ACH, Risk Assessment, Threat & Vulnerability..., Agile & Waterfall..., Scrum, Technical Support, Software Development

Education
Penn State University   2008 — 2013
B.S. in Information Sciences and Technology, Information Systems Design and Development

Penn State University   2008 — 2013
B.S. in Security and Risk Analysis, Information Security

William Munro William Munro Norristown, Pennsylvania Details
William Munro's Vanguard Experience February 2013 - August 2013
Job Front Desk Agent at Valley Forge Casino Resort
Industry Recreational Facilities and Services
Experience
Valley Forge Casino Resort  August 2013 - Present
Vanguard   February 2013 - August 2013
Walt Disney World  August 2012 - January 2013
East Norriton Parks and Recreation Department   June 2010 - August 2012
Genuardi's Family Market  May 2006 - May 2010

Skills
Facebook, Event Planning, Social Media, Social Networking, Event Management, PowerPoint, Ticket Sales, Microsoft Office

Education
Penn State University   2008 — 2012
Bachelor of Science (B.S.), Recreation, Parks and Tourism Management

Katie Montgomery Katie Montgomery West Chester, Pennsylvania Details
Katie Montgomery's Vanguard Experience July 2013 - Present
Job Investment Specialist
Industry Financial Services
Experience
Vanguard   July 2013 - Present
State College Spikes Baseball  2012 - Present
The Daily Collegian  2009 - 2012
Cape Cod Baseball League  June 2010 - August 2010

Skills
Final Cut Pro, Audacity, Photoshop, Journalism, Video Journalism, Editing, Video, Video Editing, Video Production, Sports Writing, Blogging, News Writing, Broadcast Journalism, Feature Articles, Audio Editing, Multimedia, Pro Tools, Copy Editing, Public Speaking, WordPress

Education
Penn State University   2008 — 2012
Bachelor of Arts (B.A.), Broadcast Journalism

John Amenta John Amenta Greater Philadelphia Area Details
John Amenta's Vanguard Experience June 2012 - Present
Job Software Developer at Vanguard
Industry Financial Services
Experience
Vanguard   June 2012 - Present
Lockheed Martin  May 2011 - August 2011
Mutual Benefit Group  May 2010 - August 2010

Skills
C++, Java, SQL, JavaScript, C, HTML, CSS, Python, RESTful WebServices

Education
Penn State University   2008 — 2012
Bachelor of Science (BS), Computer Science

Kirsten Chen Kirsten Chen Santa Monica, California Details
Kirsten Chen's Vanguard Experience June 2001 - August 2001
Job Assistant Vice President Real Estate Finance at CIT Bank
Industry Real Estate
Experience
CIT Bank  December 2011 - Present
California Golden Fund   February 2011 - December 2011
Kosmont Companies  July 2009 - June 2011
RioBlush   August 2009 - February 2010
The Somerset Group   December 2008 - June 2009
Hanover Financial Company  May 2008 - August 2008
NVHomes  June 2004 - July 2007
Vanguard   June 2001 - August 2001

Skills
PowerPoint, Financial Modeling, Due Diligence, Excel, Financial Analysis, Customer Relations, Valuation

Education
University of Southern California - Marshall School of Business   2007 — 2009
MBA, Finance

Penn State University   1999 — 2003
B.S., Marketing

Stacie Pudliner Stacie Pudliner State College, Pennsylvania Area Details
Stacie Pudliner's Vanguard Experience August 2002 - April 2003
Job Business Development
Industry Human Resources
Experience
Stacie's Finest   September 2012 - Present
CruiseOne  March 2014 - October 2014
Vanguard   August 2002 - April 2003
Wyeth Pharmaceuticals  March 2002 - August 2002
Kenexa  November 2000 - November 2001

Skills
Employee Relations, Recruiting, Performance Management, Human Resources, Microsoft Office, Talent Management, Microsoft Excel, Talent Acquisition, PowerPoint, Microsoft Word, Customer Service, Employee Engagement, Applicant Tracking..., HR Consulting, Sourcing, New Hire Orientations, Technical Recruiting, Internet Recruiting, Screening, Personnel Management, Resume Writing, Job Descriptions, Workshop Facilitation, Interviews, Team Building, Non-profits, LinkedIn, Training, Job Fairs, Hiring, Employee Training, Staffing Services, Behavioral Interviewing, Social Networking, Interview Preparation, Screening Resumes, Conflict Resolution, Fundraising, Event Planning, Interviewing Skills, Building Relationships, Background Checks, Leadership, Management, Sales, Marketing, Social Media, Time Management

Education
Dani Johnson University   2014 — 2014
Business, Business

Penn State University   1996 — 1998
Bachelor of Applied Science (B.A.Sc.), Behavioral Sciences

Cedar crest high school   1986 — 1990
General

Dani Johnson
Creating A Dynasty

Rachael Voluck Rachael Voluck Greater Philadelphia Area Details
Rachael Voluck's Vanguard Experience March 2015 - July 2015
Job Business Analyst at BenefitVault
Industry Information Technology and Services
Experience
BenefitVault, Inc.   August 2015 - Present
Vanguard   March 2015 - July 2015
Moneythink  March 2014 - December 2014
The Rad Dish Co-op Cafe   December 2013 - December 2014
Protiviti  June 2014 - August 2014
Net Impact  August 2013 - May 2014
Temple University  April 2013 - May 2014
Temple University  August 2013 - December 2013
Pure Gourmet Foods   May 2012 - November 2012

Skills
Facebook, Social Media, PowerPoint, Microsoft Excel, Blogging, Customer Service, Microsoft Office, Marketing, SQL, Marketing Strategy, WordPress, Project Management, POM-QM, SAP, PHP, HTML, Sustainability, Financial Literacy..., Event Planning, Social Media Marketing, Advertising

Education
Temple University   2012 — 2014
Bachelor of Business Administration, Management Information Systems, 3.91

Temple University - Fox School of Business and Management   2012 — 2014
Bachelor of Business Administration (BBA), Management Information Systems, General, 3.91

Penn State University   2011 — 2012
Business, 3.82

Harriton High School   2007 — 2011
4.35

Brian VanAuken Brian VanAuken West Chester, Pennsylvania Details
Brian VanAuken's Vanguard Experience August 2013 - Present
Job International Product Development & Management at Vanguard
Industry Financial Services
Experience
Vanguard   August 2013 - Present
Vanguard   November 2011 - August 2013
Vanguard   June 2008 - November 2011

Skills
Mutual Funds, Estate Planning, Wealth Management, Investments, Bloomberg Terminal, Asset Allocation, Series 7, Series 63, Equities, Portfolio Management, Financial Modeling, Fixed Income, Bloomberg, Asset Management, Financial Analysis, Valuation, Alternative Investments, High Net Worth..., Finance, Investment Management

Education
Penn State University   2011 — 2014
Master's degree, Finance, General

West Chester University of Pennsylvania   2003 — 2007
Bachelor of Business Administration (BBA), Business Administration and Management, General

Thomas Macaluso Thomas Macaluso Greater Philadelphia Area Details
Thomas Macaluso's Vanguard Experience February 2014 - Present
Job Fund Financial Analyst at Vanguard
Industry Accounting
Experience
Vanguard   February 2014 - Present
Mid-Atlantic Umpires Association   May 2008 - Present
Woodstown Ice & Coal Co.   June 2004 - Present
Vanguard   January 2013 - February 2014
Reznick Group  January 2011 - April 2011

Skills
Financial Analysis, Microsoft Excel, Financial Reporting, Strategic Financial..., SAP, Accounting, PowerPoint, Data Analysis, Microsoft Word, Microsoft Office, Sarbanes-Oxley Act, General Ledger, Access, Account Reconciliation, Financial Modeling, Finance, Cash Management, Banking, Auditing, Forecasting, Mutual Funds

Education
Penn State University   2008 — 2012
Bachelor of Science (B.S.), Accounting, 3.75

Pedro Viudes Pedro Viudes Greater Philadelphia Area Details
Pedro Viudes's Vanguard Experience September 2014 - Present
Job Crew Member of the Retail Investment Group at Vanguard
Industry Financial Services
Experience
Vanguard   September 2014 - Present
TD  July 2013 - August 2014
Stratus Interactive  August 2013 - December 2013
TruMark Financial Credit Union  May 2009 - December 2012

Skills
Marketing, Banking, Finance, Portuguese, Management, Spanish, Customer Service, Microsoft Office, Sales, Leadership, Public Speaking, Microsoft Word, Social Media, Marketing Communications, Market Research, Time Management, Financial Services, Financial Analysis, Loans, Retail Banking

Education
Penn State University   2009 — 2013
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services, 3.32 / 4.00 GPA

Cristin Chalfant Cristin Chalfant Houston, Texas Details
Cristin Chalfant's Vanguard Experience September 2011 - April 2012
Job Campus Recruiting Coordinator at Deloitte Services, LP
Industry Human Resources
Experience
Deloitte Services, LP  July 2012 - April 2014
Vanguard   September 2011 - April 2012
Vanguard   June 2011 - December 2011
Mutual of Omaha  February 2010 - July 2010

Skills
Recruiting, Marketing, Microsoft Office, College Recruiting, Sourcing, Human Resources, Talent Acquisition

Education
Penn State University   2007 — 2009
B.S., Marketing

Haverford Senior High School   1995 — 1999

Heather McVeigh Heather McVeigh Greater Philadelphia Area Details
Heather McVeigh's Vanguard Experience July 2015 - Present
Job Securities Regulation Senior Legal Analyst
Industry Financial Services
Experience
Vanguard   July 2015 - Present
Vanguard   February 2014 - July 2015
Vanguard   2012 - 2014
Vanguard   2011 - 2013

Skills
Series 63, Mutual Funds, Financial Services, Relationship Management, Series 7, Investments, Process Improvement, Leadership, Project Management, Financial Analysis

Education
Saint Joseph's University
Master of Business Administration (M.B.A.)

West Chester University of Pennsylvania   2003 — 2005
Bachelor's Degree, Political Science

Penn State University   2001 — 2003
Bachelor's Degree, Political Science

John Metzler John Metzler Greater Philadelphia Area Details
John Metzler's Vanguard Experience March 2015 - Present
Job Investment Professional
Industry Financial Services
Experience
Vanguard   March 2015 - Present
Vanguard   January 2013 - March 2015
Grant Thornton LLP  October 2010 - August 2012
National Penn Bank  May 2007 - October 2010

Education
Penn State University   2006 — 2010
Bachelor of Science, Accounting

Ben Barger Ben Barger Austin, Texas Details
Ben Barger's Vanguard Experience September 2008 - July 2010
Job Dimensional Fund Advisors
Industry Investment Management
Experience
Dimensional Fund Advisors  September 2012 - Present
RBC Capital Markets  August 2010 - August 2012
Vanguard   September 2008 - July 2010

Skills
Series 7, Series 63, Series 79, Bloomberg, Fixed Income, Mutual Funds, Asset Allocation, Capital Markets, Investment Management

Education
Penn State University   2004 — 2008
Bachelor of Science (B.S.), Finance, General

Fachhochschule für Wirtschaft Berlin   2007 — 2007
Study Abroad

Jack Brough Jack Brough Greater Philadelphia Area Details
Jack Brough's Vanguard Experience January 2013 - May 2013
Job Category Management Analyst at Conair Corporation
Industry Consumer Goods
Experience
Conair Corporation  September 2013 - Present
Vanguard   January 2013 - May 2013

Skills
Microsoft Excel, Telecommunications, Team Leadership, Customer Service, PowerPoint, Microsoft Word, HTML, Social Media, Project Management, Linux, Teamwork, Strategic Planning, Java, VoIP, SQL, Sales Management, Outlook, Negotiation, New Business Development

Education
Penn State University   2008 — 2012
Bachelor of Arts (B.A.), Telecommunications

Cardinal O'Hara High School   2004 — 2008

Angela Shepherd Angela Shepherd Philadelphia, Pennsylvania Details
Angela Shepherd's Vanguard Experience July 2014 - Present
Job Participant in Vanguard's Accelerated Development Program
Industry Financial Services
Experience
Vanguard   July 2014 - Present
Vanguard   July 2013 - July 2014
BNY Mellon  June 2012 - August 2012
Edgewood Chemical Biological Center  June 2011 - August 2011

Skills
Editing, Technical Writing, Microsoft Excel, Microsoft Word, PowerPoint, Spanish, Leadership, Finance, Series 63, Series 7, Mutual Funds, Asset Allocation

Education
Penn State University   2009 — 2013
Bachelor of Science (B.S.), Finance, General, 3.82/4.00

Universidad de Sevilla   2012 — 2012
Business/Commerce, General

Fara Walling Fara Walling Phoenix, Arizona Area Details
Fara Walling's Vanguard Experience January 2010 - March 2014
Job Resource Development Manager at UMOM New Day Centers
Industry Nonprofit Organization Management
Experience
UMOM New Day Centers  September 2015 - Present
UMOM New Day Centers  March 2015 - September 2015
PhilanthropyWorks   December 2014 - March 2015
Solium  July 2014 - December 2014
Vanguard   January 2010 - March 2014
The Vanguard Group  February 2005 - December 2009
The Vanguard Group  January 1999 - February 2005

Skills
Donor Relations, CRM, Relationship Management, Raiser's Edge, Manage Client..., Building Relationships, Nonprofits, 401k, Defined Contribution, Project Management, Wealth Management, Non-profit Volunteer, Volunteering, IRAs, Retirement Planning, Mutual Funds, Asset Allocation, Sustainability, Time Management, ERISA, Investments, ETFs, Fundraising, Customer Service, Strategic Planning

Education
ASU Lodestar Center for Philanthropy & Nonprofit Innovation   2015 — 2016
Nonprofit Management Certificate, Non-Profit/Public/Organizational Management

University of Phoenix   2002 — 2004
Master of Business Administration (M.B.A.), Business Administration and Management, General

Penn State University   1994 — 1996
Bachelor of Arts (B.A.), Psychology, Spanish, 3.68

University of Pittsburgh   1992 — 1994
Bachelor of Arts (B.A.), Psychology, Spanish

Zachary Dunlap Zachary Dunlap Greater Philadelphia Area Details
Zachary Dunlap's Vanguard Experience June 2014 - Present
Job Retail Client Account Specialist at Vanguard
Industry Financial Services
Experience
Vanguard   June 2014 - Present
Penn State University  May 2013 - May 2014
Penn State University  August 2013 - December 2013

Skills
Financial Services, Mutual Funds, Marketing, Customer Relations, Management, Financial Risk, Advertising, Microsoft Office, Client Relations, Budgeting, Teamwork

Education
Penn State University   2010 — 2014
Bachelor of Science (B.S.), Economics, 3.61

Penn State University   2010 — 2014
Bachelor of Science (B.S.), Marketing, 3.61

Shannon McGee, MBA Shannon McGee, MBA Greater Philadelphia Area Details
Shannon McGee, MBA's Vanguard Experience April 2015 - Present
Job Content Project Administrator at Vanguard
Industry Investment Management
Experience
Vanguard   April 2015 - Present
Vanguard   July 2011 - April 2015
Vanguard   September 2013 - November 2013
The Vanguard Group  January 2010 - July 2011
The Vanguard Group  January 2007 - January 2010
Vanguard   September 2006 - September 2007
Philadelphia Magazine  January 2005 - May 2005

Skills
Marketing, Mutual Funds, Strategic Communications, Project Management, Customer Service, Public Speaking, Marketing Strategy, Microsoft Office, Social Media, Social Networking, Social Media Marketing, Financial Services, Creative Writing, Relationship Management, Sales, 401k, Investments, Finance, Lotus Notes, Editing

Education
West Chester University of Pennsylvania   2010 — 2013
Masters of Business Administration, Marketing

Penn State University   2002 — 2006
Bachelor of Arts (B.A.), Communication and Media Studies

Bishop Shanahan High School   1998 — 2002
High School Diploma, General Studies

Timothy Schickling Timothy Schickling Greater Philadelphia Area Details
Timothy Schickling's Vanguard Experience August 2014 - October 2014
Job Field Economist at U.S. Department of Labor
Industry Government Relations
Experience
U.S. Department of Labor   July 2015 - Present
AXA Advisors  December 2014 - Present
Vanguard   August 2014 - October 2014
Pennsylvania State University, Department of History   August 2012 - May 2014
Northwestern Mutual Financial Network  May 2013 - December 2013
Adler Athletic Complex   August 2010 - December 2011

Skills
Data Analysis, Research, Economics, Stata, Microsoft Office, Finance, Qualitative Research, Securities, Risk Management, Life Insurance

Education
Penn State University   2010 — 2014
Bachelor of Arts (B.A.), Economics

Roman Catholic High School   2006 — 2010

Janine Glaves Janine Glaves Greater Philadelphia Area Details
Janine Glaves's Vanguard Experience June 2014 - Present
Job Privacy Analyst at Vanguard
Industry Financial Services
Experience
Vanguard   June 2014 - Present
Vanguard   April 2013 - June 2014
Vanguard   November 2013 - March 2014
Randstad at Vanguard  January 2013 - April 2013
Chester County Library System  July 2011 - January 2013
Pennsylvania Democratic Party  August 2012 - November 2012
Penn State University (SMEAL)   January 2009 - May 2012
Penn State University- Spanish Linguistics Department   October 2010 - May 2011
Penn State University- University Health Services   September 2007 - December 2008

Skills
Research, Facebook, Editing, PowerPoint, Fundraising, Social Media, Data Entry, Microsoft Word, Community Outreach, Blogging, Higher Education, Time Management, Customer Service, Public Speaking, Multi Tasking, Interpersonal..., Twitter, Email, Transcribing, Microsoft Excel

Education
Penn State University   2007 — 2011
Bachelor of Arts (B.A.), Communication Arts & Sciences

Downingtown East High school

Jesse Hein Jesse Hein Greater Philadelphia Area Details
Jesse Hein's Vanguard Experience September 2010 - September 2013
Job Digital Media Analyst at Publicis Health Media
Industry Public Relations and Communications
Experience
Digitas Health  July 2014 - Present
Benjamin's Desk  March 2014 - July 2014
hibu  January 2014 - June 2014
R2C Group  September 2013 - January 2014
Vanguard   September 2010 - September 2013
Vanguard   October 2012 - March 2013
The Daily Collegian  January 2010 - May 2010
Penn State Lion Scouts   October 2007 - May 2010
The Daily Collegian  January 2009 - December 2009
Home Instead Senior Care  September 2008 - December 2008

Skills
Editing, Journalism, Copywriting, Proofreading, Leadership, Copy Editing, Customer Service, Project Management, Spanish, Social Networking, Facebook, Final Cut Pro, Event Planning, Microsoft Office, Photoshop, Public Speaking, Social Media, Web Content, Event Management, Digital Media, Advertising, CRM

Education
Pennsylvania State University, University Park   2006 — 2010
Bachelor of Arts (B.A.), Journalism

University of Seville, Seville   2009 — 2009

Conestoga High School   2002 — 2006

Bryan Schwenk Bryan Schwenk Malvern, Pennsylvania Details
Bryan Schwenk's Vanguard Experience July 2000 - Present
Job Systems Manager at Vanguard
Industry Financial Services
Experience
Vanguard   July 2000 - Present
Vanguard   April 1997 - July 2000
Shared Medical Systems  November 1991 - April 1997
IBM  February 1989 - November 1991

Skills
PeopleSoft - HCM, FSCM,..., Software Project..., People Development, Change Management, Integration, Agile Project Management, Management, PeopleSoft

Education
Penn State University   1995 — 1997
Master of Business Administration (M.B.A.), Management

Penn State University   1984 — 1988
BS, Mathematics and Computer Science

Muncy High School

Muncy High School

Diana Long Diana Long New York, New York Details
Diana Long's Vanguard Experience June 2004 - November 2012
Job Senior IT Business Analyst at Cohen & Steers
Industry Information Technology and Services
Experience
Cohen & Steers  April 2013 - March 2015
Citi  November 2012 - March 2013
Vanguard   June 2004 - November 2012
Vanguard Investments Australia   September 2011 - February 2012

Skills
Visio, Quality Center, Requirements Gathering, Testing, Unix, System Testing, SQL, QTP, Fixed Income, Test Automation, Test Cases, Back Office, Middle Office, Business Requirements, Software Quality..., Business Analysis, SDLC, HP Quality Center, Equities, Software Project..., User Acceptance Testing, Project Management

Education
Pennsylvania State University-Great Valley Graduate Center   2006 — 2008
Master, Information Sciences

Penn State University   2000 — 2004
Bachelor of Science, .S. Information Sciences & Technology

Taylor Kilpatrick Taylor Kilpatrick State College, Pennsylvania Details
Taylor Kilpatrick's Vanguard Experience August 2015 - Present
Job Client Relationship Associate at Vanguard
Industry Marketing and Advertising
Experience
Vanguard   August 2015 - Present
State College Spikes Baseball  January 2015 - April 2015
Damon's Bar and Grill  May 2014 - December 2014
The Waffleshop   April 2012 - May 2014
Baby's Burgers & Shakes   October 2010 - July 2012

Skills
Customer Service, Social Media, Marketing, Microsoft Office, Microsoft Excel, Management, Customer Relations, PowerPoint, Leadership, Marketing Strategy, Sales, Strategic Planning, Public Speaking, Microsoft Word, Event Planning, Research, Time Management

Education
Penn State University   2011 — 2014
Bachelor of Science (BS), Marketing

Kristy Murray Kristy Murray Pittsburgh, Pennsylvania Details
Kristy Murray's Vanguard Experience 2000 - 2002
Job Vice President, Environmental & Social Risk Officer at The PNC Financial Services Group
Industry Financial Services
Experience
The PNC Financial Services Group  January 2015 - Present
Sustainable Pittsburgh  January 2014 - April 2014
ProSource of Pittsburgh   2010 - 2013
Rusmur Floors Carpet One  2010 - 2013
Trident Mortgage Company, LP  2003 - 2010
Vanguard   2000 - 2002

Skills
Sales Operations, Mortgage Banking, Real Estate, Direct Sales, Mortgage Lending, Restructuring, Strategic Planning, Strategy, Turn Around Management, Management, Leadership, Problem Solving, Business Analysis, Interpersonal Skill, Networking, Project Management, Project Planning, Organizational Structure, Organizational..., Process Improvement, Process Management, Sales, Executive Management, Marketing Strategy, Lean Six Sigma

Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business   2013 — 2015
MBA, Project Management, Organizational Leadership

Penn State University   1997 — 2000
Bachelor of Science (BS), Spanish, Business, 3.88 GPA

Carlla Archer Carr Carlla Archer Carr Phoenixville, Pennsylvania Details
Carlla Archer Carr's Vanguard Experience June 2014 - Present
Job Change Management Lead at Vanguard
Industry Financial Services
Experience
Vanguard   June 2014 - Present
Vanguard   2011 - June 2014
Vanguard   2009 - 2011
Vanguard   2003 - 2009
Vanguard   2002 - 2003

Skills
Instructional Design, Design Consulting, Learning Management..., Captivate, Leadership, Project Management, Program Management, Cross-functional Team..., Strategic Thinking, E-Learning, Instructor-led Training, Management, Staff Development, Needs Analysis, CRM, Performance Management, ADDIE, Leadership Development, Performance Consulting, Training, Employee Engagement

Education
West Chester University of Pennsylvania   2000 — 2002
Master of Arts (M.A.), Industrial and Organizational Psychology, 4.0 GPA

Penn State University   1996 — 2000
Bachelor of Science (BS), Rehabilitation Services

Lauren Schlanger Lauren Schlanger Greater Philadelphia Area Details
Lauren Schlanger's Vanguard Experience December 2013 - Present
Job Supervisor in Retail Client Account Services
Industry Financial Services
Experience
Vanguard   December 2013 - Present
Vanguard   November 2012 - Present
Vanguard   May 2011 - November 2012
21st Century Savings, Inc.   June 2004 - November 2009

Skills
Leadership, Presentation Skills, Investments, Client Focus, Coaching, Mutual Funds, Relationship Management, Finance, Leadership Development, Talent Acquisition, Strategic Hiring, Asset Allocation, Event Planning &..., Corporate Communications, Employee Engagement, Corporate Citizenship, Strategic Thinking

Education
Penn State University   2006 — 2011
Bachelor of Arts (B.A.)

Council Rock High School North   2000 — 2004
HS Diploma

James Pepe James Pepe Philadelphia, Pennsylvania Details
James Pepe's Vanguard Experience 2009 — 2011
Job Performance Consultant | Writer | Filmmaker | Shot Caller | Taste Maker
Industry Management Consulting | Fax Expert | Faxbert
Experience
Retarus Inc.  2015 — Present
Gap International  July 2012 — December 2015
Vanguard   2009 — 2011

Skills
Statistics, Management Consulting, Business Analysis, Data Analysis, Biology, Chemistry, Film Production, Acting, Kanye West's Personal Therapist, Creative Writing, Programming, Public Speaking, Visual Arts, Drawing, Art History, Musicology, Film, Probability, Tennis, Business Transformation, Business Alignment, Organizational Design, Executive Development, Strategic Consulting, Rebecca Black's Music Teacher, Predictive Analytics, Strategic Planning, Leadership, Management, Strategy, Business Strategy, Business Development, Consulting, Leadership Development, Microsoft Office, Restaurant Reviews, Project Management, Servers, Cloud Management, Fax, SMS, E-Mail Security, Square Dance Teacher, Rain Man, Taste Maker, Chocolatier, Sick DJ Beats, Slapping the Bass, Cowbell

Education
Penn State University   2004 — 2007
Bachelor of Science (BS), Environmental Science

Ron Rissel Ron Rissel Greater Philadelphia Area Details
Ron Rissel's Vanguard Experience Software ManagerNeoware1997 - 1999
Job Systems Manager at Vanguard
Industry Financial Services
Experience
Vanguard   Software ManagerNeoware1997 - 1999

Skills
SDLC, Process Improvement

Education
Penn State University   1980 — 1986

Lee Grier, PMP Lee Grier, PMP Greater Philadelphia Area Details
Lee Grier, PMP's Vanguard Experience May 2015 - Present
Job Senior Project Manager at Vanguard
Industry Management Consulting
Experience
Vanguard   May 2015 - Present
Barclays  November 2013 - May 2015
Ditech  May 2013 - October 2013
Citi  March 2011 - April 2013
CSC  June 2005 - March 2011

Skills
PMP, PMO, Vendor Management, Program Management, Business Analysis, SDLC, ITIL, IT Strategy, Project Portfolio..., Requirements Analysis, Service Delivery, Project Delivery, Integration, Software Project..., Data Center, IT Management, IT Service Management, Resource Management, Disaster Recovery, Agile Project Management, Business Intelligence, Outsourcing, MS Project, IT Operations, IT Outsourcing, Business Transformation, SharePoint, Business Process, Solution Architecture, Governance, Service Management, System Deployment, Requirements Gathering, Enterprise Architecture, Visio, Business Process..., Information Technology, Incident Management, Stakeholder Management, Offshoring, Global Delivery

Education
Pennsylvania State University   1999 — 2003

Jim Marquess Jim Marquess Greater Philadelphia Area Details
Jim Marquess's Vanguard Experience 1999 - Present
Job Senior Legal Analyst at Vanguard Group Inc.
Industry Financial Services
Experience
Vanguard   1999 - Present

Education
Saint Joseph's University
Master of Business Administration (MBA)

Penn State University   1995 — 1999

Brian Nothacker Brian Nothacker Greater Philadelphia Area Details
Brian Nothacker's Vanguard Experience June 2004 - Present
Job Information Architect at Vanguard
Industry Information Technology and Services
Experience
Vanguard   June 2004 - Present
Vanguard Group  2004 - Present
Unisys  2003 - 2003

Skills
User Experience, Agile Methodologies, Information Architecture, Usability Testing, User Interface Design, User-centered Design, Wire Framing, Heuristic Evaluation, Usability, Persona, Wireframes, Project Management

Education
Villanova University   2007 — 2010
MBA, Finance and Tech. Mgmt

Penn State University
BS, Info Sci & Tech, Web Design

Russell Muir Russell Muir Greater Philadelphia Area Details
Russell Muir's Vanguard Experience March 2013 - Present
Job Client Relationship Administrator at Vanguard
Industry Financial Services
Experience
Vanguard   March 2013 - Present
The Vanguard Group  March 2008 - March 2013
Wilmington Finance  May 2003 - January 2008
Fidelity National/Lender's Services Inc.   June 2002 - April 2003

Skills
Risk Management, Mortgage Lending, Financial Services, Investments, Customer Service, Financial Analysis, Banking, CRM

Education
Penn State University   1997 — 2002
Accounting

West Allegheny   1994 — 1997

Paul Brna Paul Brna Marlton, New Jersey Details
Paul Brna's Vanguard Experience April 2010 - November 2010
Job Storage and High Availability System Administrator
Industry Information Technology and Services
Experience
HP Enterprise Services  December 2012 - Present
Softworld  June 2012 - December 2012
www.apexsystemsinc.com   October 2011 - May 2012
Dow Jones  October 2010 - October 2011
Vanguard   April 2010 - November 2010
Comcast  February 2001 - November 2009
Comcast Business Communications  February 2001 - November 2009
Lockheed Martin  March 1993 - February 2001

Skills
Unix Shell Scripting, VxFS, ZFS, Clustering, Sun, Storage Area Networks, Brocade, Veritas Volume Manager, RHEL, Red Hat Linux, Solaris, System Administration, DNS, Storage, Unix, Shell Scripting, Virtualization, Servers, NFS, Linux, SAN, Operating Systems, TCP/IP, Ksh, Veritas Cluster Server, Unix Administration

Education
Penn State University
BS

Philadelphia University
BS, Computer Science

Radnor High School

Bob Beichner Bob Beichner Greater Philadelphia Area Details
Bob Beichner's Vanguard Experience November 1997 - Present
Job Insitutional Retirement Sales Executive at Vanguard
Industry Financial Services
Experience
Vanguard   November 1997 - Present
Wilmington Trust Company, Wilmington, DE   1993 - 1998
Wilmington Trust  July 1993 - November 1997
John Hancock Finacial Services   1989 - 1993
Merrill Lynch  1989 - 1989
The Chase Manhattan Bank  1987 - 1989

Skills
Precious Metals, 401k, Relationship Management, Employee Benefits, Series 63, Mutual Funds, Investments, Financial Services, Retirement, Series 7

Education
Penn State University

Pennsylvania State University-Erie Campus

Neftaly Cruz Neftaly Cruz Greater Philadelphia Area Details
Neftaly Cruz's Vanguard Experience August 2010 - Present
Job Investment Consultant at Vanguard
Industry Financial Services
Experience
Vanguard   August 2010 - Present
The Vanguard Group  September 2007 - July 2010
AXA Advisors  January 2007 - September 2007

Skills
Mutual Funds, Hold Series 7, Series 63, DMAIC, Pilot Projects, Coaching, Pennsylvania State..., CRM, Asset Allocation, United Way Volunteer, Series 6, Series 7, Portfolio Management, Investments, Financial Services, Retirement Planning, Retirement, Wealth Management, 401k, Finance

Education
Penn State University   2002 — 2006
Business Administration, Financial Services

Gulnar Manji Gulnar Manji Charlotte, North Carolina Details
Gulnar Manji's Vanguard Experience September 2014 - Present
Job Vanguard, Communications Associate (Licensed Representative)
Industry Financial Services
Experience
Vanguard   September 2014 - Present
Wells Fargo/Wachovia Corporation   August 2004 - August 2011
Wells Fargo/Wachovia Corporation   February 2002 - August 2004

Skills
Portfolio Management, Wealth Management, Asset Allocation, Asset Management, Investments, Financial Services, Investment Management, Business Analysis, Investment Strategies, Trading

Education
Penn State University
Bachelor of Arts in Humanities/Business

Queens University of Charlotte
Masters of Business Administration

Erin Cockerham Erin Cockerham Greater Philadelphia Area Details
Erin Cockerham's Vanguard Experience April 2012 - Present
Job Investment Data Analyst at Vanguard
Industry Financial Services
Experience
Vanguard   April 2012 - Present
Vanguard   September 2009 - April 2012
The Vanguard Group  February 2008 - September 2009
Independence Blue Cross  May 2000 - 2008

Skills
Access, Databases, Process Improvement, Project Management, Cognos, Data Analysis, Equities, Business Analysis

Education
Penn State University
B.A., Labor and Industrial Relations

Emily Chetoni Emily Chetoni Phoenix, Arizona Area Details
Emily Chetoni's Vanguard Experience October 2006 - November 2014
Job Conversion Project Administrator at Vanguard
Industry Financial Services
Experience
Vanguard   October 2006 - November 2014
Vanguard   2004 - 2006
Vanguard   January 2001 - October 2004
Vanguard   January 2000 - January 2001

Skills
Financial Services, Risk Management, Leadership, 401k, Asset Management, Needs Analysis, Instructional Design, Employee Training, Mutual Funds, Project Management, Project Implementation, Retirement Planning

Education
Penn State University   1995 — 1999
Bachelors, English

Laura Mounts Laura Mounts Greater Philadelphia Area Details
Laura Mounts's Vanguard Experience September 2011 - Present
Job Project Administrator at Vanguard
Industry Financial Services
Experience
Vanguard   September 2011 - Present
Vanguard   October 2008 - September 2011
Coram Healthcare  September 2007 - September 2008

Skills
Project Management, Defined Benefit, Process Improvement, SharePoint, Project Delivery, Defined Contribution, Agile Project Management, Lotus Notes, Root Cause Analysis, Communication, Independent Thinking, Relationship Management, Time Management, Leadership, Organization Skills

Education
Penn State University   2003 — 2007
B.S., Health Policy Administration

Clare Bedford Clare Bedford Greater Philadelphia Area Details
Clare Bedford's Vanguard Experience October 2006 - April 2007
Job Member Relations Administrator at PICPA
Industry Nonprofit Organization Management
Experience
PICPA  2012 - Present
Pennsylvania Institute of CPAs   2007 - 2012
Vanguard   October 2006 - April 2007

Skills
Non-profits, Event Planning, Microsoft Excel, PowerPoint, Social Media, Access, Microsoft Office, Customer Service, Microsoft Word, Event Management, Data Analysis, Strategic Planning

Education
Penn State University   2002 — 2006
BS, Human Development and Family Studies

Erik Lutkus Erik Lutkus Greater Chicago Area Details
Erik Lutkus's Vanguard Experience February 2001 - February 2002
Job Vice President at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank  February 2007 - Present
Neuberger Berman  November 2005 - February 2007
Goldman Sachs  May 2003 - November 2005
Wells Fargo  March 2002 - May 2003
Vanguard   February 2001 - February 2002

Education
Penn State University   1996 — 2000
BS, Business Administration, Kinesiology

Tony Pearson Tony Pearson Greater Philadelphia Area Details
Tony Pearson's Vanguard Experience October 2010 - September 2013
Job Solutions Engineer at Genesys
Industry Information Technology and Services
Experience
Genesys  September 2013 - Present
Vanguard   October 2010 - September 2013
Vanguard   August 2007 - October 2010
Vanguard   June 2006 - August 2007
Vanguard   April 2005 - June 2006

Skills
Sales Engineering, Call Centers, Genesys, Networking, Unix, Customer Service, Genesys Cloud, Genesys Framework, Info Mart, GVP, Server Architecture, Cloud Computing, Technical Support, Windows Server, Access, Lotus Notes, Customer Relations, Tandberg, Web Applications, Windows 7, Telephony, Telecommunications, CRM, Integration, SaaS, VoIP, Enterprise Software, Pre-sales, Unified Communications, Professional Services, Solution Selling

Education
Penn State University   2008 — 2011
Master of Science (M.S.), Information Science

Villanova University   2000 — 2004
Bachelor of Science (BS), Business Administration and Management, General

Tom Wike Tom Wike Reading, Pennsylvania Area Details
Tom Wike's Vanguard Experience 1997 - 2001
Job Staff Systems Engineer at The SI Organization, Inc.
Industry Defense & Space
Experience
Vencore Inc.  November 2010 - Present
Lockheed Martin IS&GS Enterprise Integration   May 2004 - November 2010
Data Matrix, Inc   September 1995 - March 2004
Vanguard   1997 - 2001

Skills
Systems Engineering, System Testing, Analysis, Engineering Management, Requirements Management, Software Engineering, Aerospace, Earned Value Management, System Architecture, Space Systems, System Design, DoD, DoDAF, Configuration Management, Security Clearance

Education
Villanova University   1988 — 1991
MS, Electrical Engineering

Penn State University   1983 — 1987
BS, Electrical Engineering

Penny Balzereit Penny Balzereit Greater Philadelphia Area Details
Penny Balzereit's Vanguard Experience
Job Systems Manager at Vanguard
Industry Financial Services
Experience
Vanguard  

Skills
SDLC, Enterprise Architecture, Business Analysis, Business Intelligence, Project Management, Data Warehousing, Leadership, SQL, Program Management, Project Planning

Education
Penn State University
Bachelor's Degree, Medical Technology

Temple University
Master of Business Administration (M.B.A.)

Maureen Novelli Maureen Novelli Greater Philadelphia Area Details
Maureen Novelli's Vanguard Experience August 2007 - Present
Job Business Systems Analyst at Vanguard
Industry Financial Services
Experience
Vanguard   August 2007 - Present
CGI  August 2006 - August 2007

Education
Penn State University   2002 — 2006
Information Sciences and Technology

Peter Tamburrino Peter Tamburrino Greater Philadelphia Area Details
Peter Tamburrino's Vanguard Experience 1999 - 2002
Job Financial Services Professional
Industry Financial Services
Experience
LoCorr Funds  January 2015 - May 2015
Equinox Funds  August 2011 - January 2015
PNC Investments  2010 - 2011
ING  2004 - 2009
American Express  2002 - 2004
Vanguard   1999 - 2002

Skills
Wealth Management, Series 7, Retirement Planning, Mutual Funds, Investments, Financial Analysis, Portfolio Management, Series 63, Fixed Annuities, Asset Allocation, Financial Services, Securities, Retirement

Education
University of Phoenix
Master of Business Administration (MBA)

Penn State University
Letters, Arts, & Science, Business and Finance

Tim Humphreys Tim Humphreys Greater Philadelphia Area Details
Tim Humphreys's Vanguard Experience
Job Capacity Planner / Performance Analyst at Vanguard
Industry Financial Services
Experience
Vanguard  

Skills
Data Analysis, Business Analysis, SAS, SDLC, Visio, Financial Services, DB2, Office Apps, COBOL

Education
Penn State University
Bachelor of Science (BS), Finance (Portfolio Managemen)

Patrick Maher Patrick Maher Greater Philadelphia Area Details
Patrick Maher's Vanguard Experience May 2007 - Present
Job Financial Sales Exec
Industry Financial Services
Experience
Vanguard   May 2007 - Present
Lincoln Financial Distributors  2003 - 2007
Kistler Tiffany Advisors  2000 - 2003
Bridgestone  1996 - 2000
Continental  1990 - 1995

Skills
ETFs, Series 7, Mutual Funds, Sales, Sales Operations, Project Management, Finance, Series 63, Series 65, Series 24, Relationship Management, Investments, Sales Management, Leadership Development, Coaching, ETF's, Mutual Funds and SMA's, Model Portfolios, Rugby Union, Client Development, Financial Services, Business Development, Asset Management, Strategic Planning, Portfolio Management, Leadership, Management

Education
Villanova University   1986 — 1990
BSBA, Bus Admin/Mktg

Penn State University   2007 — 2010
Masters, Leadership Development

GP   1982 — 1986

Brent Sorrell Brent Sorrell Greater Philadelphia Area Details
Brent Sorrell's Vanguard Experience November 2008 - Present
Job Supervisor, Data Operations at Vanguard
Industry Financial Services
Experience
Vanguard   November 2008 - Present
Vanguard   November 2005 - October 2008

Education
Penn State University   1998 — 2003
Bachelor of Science (B.S.), Finance and Financial Management Services

Katie Borowski Katie Borowski Greater Philadelphia Area Details
Katie Borowski's Vanguard Experience September 2013 - Present
Job Investment Professional at Vanguard
Industry Financial Services
Experience
Vanguard   September 2013 - Present
Target  June 2012 - May 2013

Skills
Microsoft Word, Outlook, PowerPoint, Microsoft Office, Customer Service, Microsoft Excel

Education
Penn State University   2008 — 2012
Bachelor’s Degree, Supply Chain, Schreyer Honors College

Sarah Zaikowski Sarah Zaikowski Greater Philadelphia Area Details
Sarah Zaikowski's Vanguard Experience September 2012 - Present
Job High Net Worth Client Manager at Vanguard
Industry Financial Services
Experience
Vanguard   September 2012 - Present
Vanguard   November 2010 - September 2012
Vanguard   September 2009 - November 2010

Skills
Series 7, Securities, Relationship Management, Financial Services, Investments, Mutual Funds, Series 24, ETFs, Leadership, Series 63, Bloomberg, Fixed Income, Alternative Investments

Education
Institute for Professional Excellence in Coaching   2014 — 2014

Penn State University   2001 — 2005
Bachelor of Science (B.S.), Finance, General

Salm Evans Salm Evans Greater Philadelphia Area Details
Salm Evans's Vanguard Experience Notary PublicSalm EvansApril 2013 - Present
Job Retirement advisor at Vanguard
Industry Financial Services
Experience
Vanguard   Notary PublicSalm EvansApril 2013 - Present
Vanguard   2008 - Present
Vanguard   2005 - 2008
Vanguard   2002 - 2005
Vanguard   2000 - 2002
Prudential Insurance  June 1998 - November 2000

Skills
Series 7, Retirement, Mutual Funds, Wealth Management, Retirement Planning, Asset Allocation, Estate Planning, 401k, Portfolio Management, Series 6, Series 63, Investment Management, Investments

Education
Penn State University   1996 — 1998
BA, American Studies

Jean Converse Jean Converse Greater Philadelphia Area Details
Jean Converse's Vanguard Experience July 2011 - Present
Job Benefits Administrator at Vanguard
Industry Human Resources
Experience
Vanguard   July 2011 - Present
Aon Hewitt  December 1988 - November 2010

Education
Penn State University
B.A., Economics

Nick Fedako, CFA Nick Fedako, CFA Greater Philadelphia Area Details
Nick Fedako, CFA's Vanguard Experience August 1999 - August 2000
Job Analyst at Philadelphia International Advisors
Industry Financial Services
Experience
Philadelphia International Advisors  August 2000 - Present
Vanguard   August 1999 - August 2000
The Vanguard Group  1999 - 2000
Glenmede  1999 - 2000

Skills
Portfolio Management, Quantitative Research, Quantitative Analytics, Portfolio Optimization, Matlab, Northfield, Financial Modeling, Analysis, Financial Analysis, Data Analysis, Microsoft Excel, Bloomberg, Corporate Finance, Securities, Asset Management, Equities, Mutual Funds, Investments, Asset Allocation, Investment Management, Trading

Education
Penn State University   1993 — 1997
Finance & International Business

Francis Doerr Francis Doerr Springfield, Pennsylvania Details
Francis Doerr's Vanguard Experience May 2007 - Present
Job Experienced video and film production specialist (editor, animator, technical director, camera)
Industry Broadcast Media
Experience
Vanguard   May 2007 - Present
Banyan Productions  August 2004 - October 2010
Comcast Sportsnet Philadelphia  June 2002 - May 2007
Westwood One/ Metro Networks/ Ross Productions   August 2000 - September 2002
Philadelphia Park/ The Racing Network   March 1999 - August 2000
CDNOW  January 1999 - August 1999
Kennedy/ Marshall Productions (The Sixth Sense)   August 1998 - January 1999

Skills
Avid Editor, Video Editing, Technical Direction, Camera Operator, Audio Editing, Sound Design, Sound, Sound Editing, Production Management, Videography, Digital Video, Streaming Media, Video Compression, After Effects, Animation, Motion Graphics, Motion Design, Graphic Design, Web Design, Flash Video, Avid, Camera Operating, Reality, Video, Final Cut Pro, Video Production, Broadcast Television, Digital Media, Non-linear Editing, Television, Production Managment

Education
Penn State University   1993 — 1998
Bachelor of Arts (B.A.), Film/Cinema/Video Studies

Kari Harwanko Kari Harwanko Downingtown, Pennsylvania Details
Kari Harwanko's Vanguard Experience October 2000 - Present
Job Editor at Vanguard
Industry Financial Services
Experience
Vanguard   October 2000 - Present
Siemens Healthcare  March 1998 - October 2000
Sterling Commerce an AT&T company  March 1997 - March 1998
State Farm  1995 - 1996

Skills
Editing, Copy Editing, Social Media, Copywriting, Proofreading, Corporate Communications, Web Content, Newsletters, Internal Communications, Editorial, Press Releases

Education
Penn State University
Honors B.A., English with technical writing minor

Matt DiNatale Matt DiNatale Downingtown, Pennsylvania Details
Matt DiNatale's Vanguard Experience August 2012 - Present
Job Manager at Vanguard
Industry Financial Services
Experience
Vanguard   August 2012 - Present
The Vanguard Group  August 2005 - August 2012
Vanguard   July 1999 - August 2005
Ascensus  January 1998 - July 1999

Skills
Project Management, People Management, Negotiation, Legacy Modernization, Management, Six Sigma, Risk Management, Process Improvement, Banking

Education
Penn State University   2003 — 2005
Masters of Information Science

Villanova University   1990 — 1994
Bachelor of Science (B.S.), Mathematics

Ralph Powers Ralph Powers Malvern, Pennsylvania Details
Ralph Powers's Vanguard Experience February 2006 - Present
Job Associate Consultant at Vanguard
Industry Financial Services
Experience
Vanguard   February 2006 - Present

Education
Penn State University
Economics

Diane Lockard Diane Lockard West Chester, Pennsylvania Details
Diane Lockard's Vanguard Experience December 2007 - Present
Job Service Associate at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group  June 2011 - Present
Vanguard   December 2007 - Present
A. Duie Pyle, Inc.   July 2001 - December 2007
Business First  September 1998 - June 2001

Education
Penn State University   1972 — 1976
Bachelor of Science (BS), Human Development and Family Studies, General

Christine DiBona Christine DiBona Swedesboro, New Jersey Details
Christine DiBona's Vanguard Experience December 2008 - Present
Job Client Service Specialist at Vanguard
Industry Financial Services
Experience
Vanguard   December 2008 - Present

Skills
Financial Services, Equities, Asset Allocation, Wealth Management, Securities, Retirement Planning, Relationship Management, Bloomberg, Retirement, 401k

Education
Penn State University   1979 — 1983
B.S. in Finance, Finance, General

Cardinal O'Hara   1975 — 1979

G. Patrick Haas G. Patrick Haas Downingtown, Pennsylvania Details
G. Patrick Haas's Vanguard Experience March 2014 - Present
Job Project Administrator at Vanguard
Industry Financial Services
Experience
Vanguard   March 2014 - Present
Vanguard   April 2012 - Present
Vanguard   June 2010 - April 2012

Skills
Project Management, Business Strategy, Technology Needs..., Team Leadership, Microsoft Excel, PowerPoint, Personal Performance..., Data Analysis, Visual Basic, Operations Management

Education
Penn State University   2000 — 2004
Bachelor of Science (BS), Finance, General

Giancarlo Ciccarone Giancarlo Ciccarone Phoenixville, Pennsylvania Details
Giancarlo Ciccarone's Vanguard Experience August 2009 - Present
Job Fixed Income Trader at Vanguard
Industry Financial Services
Experience
Vanguard   August 2009 - Present

Skills
Fixed Income, Bloomberg, Capital Markets, Trading, Equities, Bonds, Series 7, Investments, Portfolio Management, Derivatives, Securities, Mutual Funds

Education
Penn State University   2000 — 2004
Finance, General

brandon moyer brandon moyer Wallingford, Pennsylvania Details
brandon moyer's Vanguard Experience February 2012 - August 2013
Job at
Industry Information Technology and Services
Experience
NorthStar Solutions Group LLC  August 2014 - Present
SESC  August 2013 - August 2014
Vanguard   February 2012 - August 2013
Vanguard   January 2006 - February 2012
Delaware Investments  May 2004 - January 2006

Skills
Project Management, Software Project..., Business Analysis, E-commerce, Mobile Devices, Mobile Payments, Web Applications, Agile Methodologies, Requirements Analysis, Agile Project Management, SDLC, Requirements Gathering, Visio, User Acceptance Testing, Business Process, Business Requirements, User Experience, User Interface Design, CRM, Process Improvement, Program Management

Education
Villanova University   2006 — 2008
History

Penn State University   1990 — 1994
Bachelor of Arts (BA), History

Emily Howarth Emily Howarth Wallingford, Pennsylvania Details
Emily Howarth's Vanguard Experience April 2012 - Present
Job Corporate Trainer Vanguard University at Vanguard
Industry Financial Services
Experience
Vanguard   April 2012 - Present
Vanguard   April 2011 - April 2012
Vanguard   September 2007 - April 2011

Skills
Training Delivery, Staff Development, Coaching, Leadership, Client Relations Skills, Professional..., Technical Training, Series 7, Series 63

Education
Penn State University
Organizational Leadership

Geoffrey Pitman Geoffrey Pitman State College, Pennsylvania Area Details
Geoffrey Pitman's Vanguard Experience June 2004 - July 2005
Job President at Albert Allison Austin, LLC
Industry Transportation/Trucking/Railroad
Experience
Albert Allison Austin, LLC   April 2008 - Present
PNC  May 2008 - July 2010
Vanguard   June 2004 - July 2005

Skills
Financial Markets, Financial Analysis, Financial Risk, Cash Flow, Cash Management, Programming, HTML 5, HTML, JavaScript, Computer Repair, Computer Proficiency, Applied Mathematics, Management, Human Resources, Automotive Repair, Customer Service, Accounting

Education
Penn State University   1999 — 2004
Bachelor of Science (B.S.), Finance, General

State College Area High School   1995 — 1999
Diploma, General Studies

Elizabeth Lamont Elizabeth Lamont Greater Philadelphia Area Details
Elizabeth Lamont's Vanguard Experience September 2007 - Present
Job Supervisor, Vanguard
Industry Financial Services
Experience
Vanguard   September 2007 - Present

Education
Penn State University
Master's degree, Organizational Leadership

Saint Joseph's University
Business Administration, Management and Operations

Robert DiTommaso Robert DiTommaso Greater Pittsburgh Area Details
Robert DiTommaso's Vanguard Experience January 2007 - September 2011
Job Senior Financial Analyst at Federated Investors
Industry Financial Services
Experience
Federated Investors  September 2011 - Present
Vanguard   January 2007 - September 2011
Vanguard   January 2005 - January 2007
Vanguard   December 2003 - January 2005

Skills
Investments, Finance, Financial Analysis, Financial Modeling, Mutual Funds, Financial Services, Bloomberg, Equities, Asset Management

Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business   2015 — 2018
Master of Business Administration (M.B.A.), Finance

Penn State University   1999 — 2003
Bachelor’s Degree, Finance

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