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
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
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
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
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
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
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
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
Vanguard December 2012 - March 2013
Friends Hospital September 2012 - February 2013
Education
Penn State University 2008 — 2012
Bachelor of Science (BS), Psychology
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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'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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Vanguard Software ManagerNeoware1997 - 1999
Skills
SDLC, Process Improvement
Education
Penn State University 1980 — 1986
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
Vanguard 1999 - Present
Education
Saint Joseph's University
Master of Business Administration (MBA)
Penn State University 1995 — 1999
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
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
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
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
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
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
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
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
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
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
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
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
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
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.)
Vanguard August 2007 - Present
CGI August 2006 - August 2007
Education
Penn State University 2002 — 2006
Information Sciences and Technology
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
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)
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
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
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
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
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
Vanguard July 2011 - Present
Aon Hewitt December 1988 - November 2010
Education
Penn State University
B.A., Economics
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
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
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
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
Vanguard February 2006 - Present
Education
Penn State University
Economics
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
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
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
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
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
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
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
Vanguard September 2007 - Present
Education
Penn State University
Master's degree, Organizational Leadership
Saint Joseph's University
Business Administration, Management and Operations
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