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 2014 - Present
Vanguard October 2013 - July 2014
Fastenal January 2013 - October 2013
Mulco Mechanical, LLC January 2012 - January 2013
iPipeline June 2011 - August 2011
Skills
Customer Service, Microsoft Office, Microsoft Excel, Sales, Microsoft Word, Inventory Management, Social Media, PowerPoint, Project Management, Finance, Management, Outlook, Photoshop, Series 7, Series 63
Education
Penn State University 2008 — 2013
BS, Business Management
Uhniat Consulting May 2012 - Present
Iron Mountain February 2013 - November 2013
Samsung Telecommunications America October 2006 - April 2012
Vanguard December 2005 - October 2006
Vanguard May 2004 - December 2005
Verizon Wireless June 2000 - February 2002
Skills
Microsoft Office 2007, Accomplished CRM Skills, Problem Analysis, Problem Management, Telecommunications, Wireless, Presentation Coaching, Sales Presentations, Product Marketing, Presenter, Mobile Devices, Building Relationships, Creativity, Creative Writing, Creative Solutions, People-oriented, Product Launch, B2B, Cross-functional Team..., Customer Retention, Channel Partners, Retail, Marketing, Solution Selling, Merchandising, Sales Operations, Sales, Selling, Mobile Technology, Cellular Communications, Training, Account Management, Sales Management, Direct Sales, Call Centers, Strategic Partnerships
Education
Penn State University 1974 — 1977
Master of Regional Planning Candidate, Urban and Regional Planing
Penn State University 1968 — 1970
Bachelor of Business, Marketing/Marketing Management
Mizuno USA January 2015 - Present
Sentinel Technologies October 2011 - December 2014
North Wales Running Company March 2010 - November 2011
Lincoln Financial Distributors February 2008 - March 2010
Vanguard September 2005 - February 2008
Skills
Sales, CRM, Management, Sales Operations, Cold Calling, Training, Sales Process, Marketing, Data Center, Networking, Direct Sales, Salesforce.com, Selling, Solution Selling, Business Development, Account Management, Customer Service
Education
Penn State University 2000 — 2004
B.S., Secondary Education
Razorfish February 2014 - Present
TE Connectivity June 2010 - February 2014
Cimbrian October 2009 - March 2010
Vanguard January 1998 - October 2009
Skills
Software Project..., PMP, Software Development, Financial Markets, Strategic Financial..., Elementary Education, Special Education, Program Management, Process Improvement, Project Management, SDLC, E-commerce, Marketing Strategy, Agile Methodologies, Management, Product Management, Integration, Business Analysis
Education
University of South Carolina-Columbia 1987 — 1991
Bachelor of Arts (B.A.), Economics
Penn State University
Master of Science (M.Sc.), Information Science
University of South Carolina-Columbia
Bachelor of Arts (B.A.), Economics
Vanguard October 2013 - Present
Lockwood Advisors, Inc., an affiliate of Pershing LLC, a BNY Mellon Company 2006 - 2013
PLANCO, The Hartford 2004 - 2006
SEI Investments 2001 - 2004
Delaware Investments 1998 - 2001
Skills
Mutual Funds, Business Development, Asset Allocation, Series 63, Sales, Customer Service, Consultative Sales..., Investment Portfolio..., Public Speaking, New Business Development, Investment Strategies, Alternative Investments, Asset Management, Managed Money, Strategic Planning, Team Leadership, Management, Insurance, Microsoft Excel, Series 7, Series 65, Series 6, PA Life & Health..., Vocational..., Rehabilitation..., Salesforce.com, Mobile Device Management
Education
Penn State University 1994 — 1998
Bachelor’s Degree, Rehabilitation Science
Accenture February 2001 - Present
Vanguard July 1996 - February 2001
Skills
SAP ERP, Data Conversion, SAP Implementation, Master Data Management, Data Integration, Data Migration, Business Process, Data Governance, Master Data, SAP, ETL, Data Quality, SAP R/3, SD, PMO, IT Management, Project Management, Program Management
Education
Penn State University 1992 — 1996
Bachelor of Science (BS), Finance, General
Vanguard February 1999 - Present
Skills
Process Improvement, Risk Management, Microsoft Office, Investments, Asset Management, Financial Services
Education
Spring Garden College 1990 — 1991
Architecture, Architecture
Pennsylvania Institute of Technology 1987 — 1989
Associate of Arts and Sciences (AAS), Architectural Engineering
Gurtin Fixed Income Management, LLC July 2013 - Present
Wedbush Securities December 2011 - June 2013
Chase Home Finance July 2011 - December 2011
Networth Services January 2010 - July 2011
Vanguard October 2009 - January 2010
Skills
Accounting, Financial Analysis, Valuation, Equities, Risk Management, Data Analysis, New Business Development, Microsoft Excel, Series 7, PowerPoint, Microsoft Office, Outlook, Time Management, Series 63, Excel, Customer Service, Operations Research, Word, Operations, Consumer Bankruptcy, Social Media Marketing, Customer Relations, Corporate Actions, Organizing, Data Entry, Database Analysis
Education
Pennsylvania State University-Erie Campus 2005 — 2009
B.S., Finance and International Business
Vanguard May 2013 - Present
Vanguard December 2010 - May 2013
Vanguard February 2008 - December 2010
Vanguard January 2007 - March 2008
Blair Television August 2004 - December 2006
Skills
Financial Analysis, Corporate Finance, Strategic Financial..., Bloomberg, Financial Reporting, Variance Analysis, Microsoft Excel, Project Management, Essbase, Hyperion Enterprise, PeopleSoft, Relationship Management, Media Buying, PowerPoint, Presentations, ETFs, Mutual Funds, CRM, Strategy, Analytics, Business Process..., Financial Services, Strategic Planning, Finance, Microsoft Office, Process Improvement
Education
Penn State University 2011 — 2015
Master of Business Administration (M.B.A.), Finance, General
La Salle University 1999 — 2003
Bachelor of Science (B.S.), Business Administration and Management, General
Vanguard November 2013 - Present
Vanguard August 2012 - November 2013
Capmark June 2011 - August 2011
Skills
Financial Reporting, Fund Accounting, Mutual Funds, Bloomberg Terminal, Financial Analysis, Fixed Income, Money Market Funds, Index Funds
Education
Villanova University 2014 — 2017
Master of Business Administration (M.B.A.), Analytics and International Business
Penn State University 2008 — 2012
Bachelor of Science (B.S.), Finance and Economics
CMI/Compas October 2014 - Present
SEER Interactive September 2013 - July 2014
Prager Microsystems, Inc. February 2011 - September 2013
myYearbook.com May 2010 - November 2010
Hyundai Motor Company July 2009 - October 2009
GSI Commerce April 2008 - July 2009
Spherion January 2008 - July 2008
InterTek Laboratories Ltd. January 2008 - January 2008
Vanguard July 2007 - November 2007
Penn State University June 2006 - June 2007
Skills
SEO, Project Management, PHP, CSS, HTML, Google Analytics, Microsoft Office, Social Media Marketing, Troubleshooting, Dreamweaver, Account Management, Quality Assurance, Google Webmaster Tools, Photoshop, Door to Door, Direct Sales, Illustrator, Adobe Fireworks, Database Design, Network Design, SQL, Visio, Java, XML, Visual C++, Google Docs, Web Crawling, Google Adwords, Website Promotion, Online Marketing, Analytics, Digital Marketing
Education
Penn State University 2003 — 2007
Bachelor's Degree, Information Sciences and Technology, Department of IST
Vanguard March 2011 - Present
Vanguard January 2010 - March 2011
Vanguard February 2007 - January 2010
Skills
Java, .NET, SQL, Agile Methodologies, XML, Scrum, JavaScript, Web Services, Visio, Microsoft SQL Server, Eclipse, Subversion, Project Management, JSP, JSF, Data Analysis, Maven, HTML, Java Enterprise Edition, Agile Project Management, Ant, Microsoft Word, SOA
Education
Penn State University 2009 — 2014
MBA, Business
Penn State University 2001 — 2006
BS, Computer Engineering
Deloitte August 2015 - Present
Winding Creek Associates of Chester County June 2015 - Present
Vanguard May 2011 - June 2015
Vanguard July 2006 - May 2011
Vanguard January 2005 - July 2006
Vanguard January 2002 - January 2005
Vanguard April 2001 - August 2004
Vanguard May 1996 - July 1998
Unisys May 1979 - May 1996
Skills
Technical Leadership, Web Development, Software Design, Systems Analysis, Software Development, Software Engineering, Multithreading, Troubleshooting, J2EE Application..., Unix Shell Scripting, SDLC, Java, C, C++, XML, Linux, Solaris, Windows, Unix
Education
Villanova University 1980 — 1983
General Studies
Pennco Tech-Bristol 1977 — 1979
Associate's degree, Electrical Engineering Technologies/Technicians, 4.0
Vanguard April 2015 - Present
Vanguard February 2013 - April 2015
Aeropostale May 2010 - January 2013
Penn State University (Abington) August 2011 - December 2012
Aeropostale November 2006 - May 2010
Skills
Public Speaking, Microsoft Office, PowerPoint, Team Management, Team Leadership, Goal Oriented, Time Management, Typing, Customer Service, Event Planning, Marketing, Microsoft Word, Retail, Social Media, Social Networking, Teamwork
Education
Penn State University 2008 — 2012
SEI Investments January 2015 - Present
Pennsylvania Roar October 2013 - April 2014
SEI Investments 2007 - August 2012
Vanguard 2000 - 2006
Skills
Game Day Operations, Ticket Sales, Sponsorship Sales, Staff Management, Sports Leagues, Front Office, Mentoring Of Staff, Budgets, Corporate Actions, Board of Directors, Bloomberg Terminal, Finance, Euroclear, Research, Close Attention to..., Passion for Success, Microsoft Office, Investments, Asset Management, SWIFT messaging, CCH, Passion for Quality, Dividends, Fundsettle, Depository Trust..., FT Interactive, Communication Skills, Mutual Funds, Bloomberg, Account Reconciliation, Public Relations, Mentoring, Public Speaking, SWIFT Messaging, Management, Strategic Planning, Event Management, Leadership, Social Media Marketing, Event Planning, Customer Service
Education
Susquehanna University 1989 — 1993
Bachelor of Science (B.S.), Business Administration
Pennsylvania State University-Great Valley Graduate Center 2001 — 2003
Master's degree, Business Administration - Finance
Flowserve Corporation June 2014 - Present
Vanguard January 2012 - July 2014
OneSchool July 2011 - November 2011
SAP May 2011 - August 2011
Transaction Payment Systems 2010 - 2011
Innovative Process Solutions May 2009 - August 2009
Skills
C#, Java, jQuery, HTML, ASP.NET, JavaScript, Database Design, XNA, JSON, REST, HTML 5, Mobile Applications, User Interface Design, Silverlight, JPA, ABAP, C++, T-SQL, AJAX, XML, Objective-C, Python, JSF, HTML5
Education
Pennsylvania State University-Great Valley Graduate Center 2012 — 2016
Software Engineering, Computer Software Engineering
Penn State University 2008 — 2011
IST, Information Sciences and Technology
University of Applied Sciences Hof 2010 — 2010
E-Commerce
Vanguard August 2015 - Present
Penn State Dance Marathon September 2014 - Present
Penn State University Athletics September 2011 - Present
Penn State Dance Marathon August 2012 - September 2014
Vanguard May 2014 - August 2014
Nittanyville August 2011 - February 2014
Skills
Social Media, Microsoft Office, Facebook, Management, Marketing, Leadership, Manage Client..., Team Management, Sales, Twitter, Customer Service, Microsoft Excel
Education
Penn State University 2011 — 2015
Marketing
Downingtown East
Vanguard December 2013 - Present
Vanguard June 2010 - November 2013
Vanguard May 2006 - June 2010
Lincoln Benefits Group 2005 - 2006
Kelly Law Registry 2003 - 2005
Skills
DMAIC, Six Sigma, Data Analysis, Reporting & Analysis, Project Planning, Program Design, Presenter, Team Leadership, Client Relationship..., Microsoft Office, Program Management, SharePoint, WBS, Process Improvement, Project Management, Microsoft Excel, Budgets, CRM, Training, Management, Leadership, Integration, Finance, Analysis, Risk Management, Time Management, Business Analysis, Strategic Partnerships, Insurance, Business Intelligence, Access, Business Process, Cross-functional Team..., Software Documentation, Quality Assurance, Mutual Funds, Financial Analysis, Vendor Management, SDLC, Requirements Gathering, Change Management, Strategy, Requirements Analysis, Software Project..., Business Process..., Visio, Policy, Strategic Planning
Education
Pennsylvania State University-Great Valley Graduate Center 2008 — 2011
MBA
Saint Joseph's University - Erivan K. Haub School of Business 1998 — 2002
Bachelors of Science, Business Management
Jenkintown High School 1993 — 1997
Vanguard September 2012 - Present
Vanguard September 2011 - September 2012
Vanguard July 2008 - October 2011
Wachovia Securities March 2003 - July 2008
Merrill Lynch 1999 - 2003
Kreischer, Miller & Co. 1997 - 1999
Deloitte & Touche LLP 1996 - 1997
Deloitte & Touche 1996 - 1997
Skills
Series 63, Series 7, Mutual Funds, ETFs, Asset Allocation, Investments, Series 6, 401k, Wealth Management, Investment Strategies, Strategic Financial..., Investment Advisory, Series 24, Retirement Planning, Asset Managment, Portfolio Management, Retirement, Alternative Investments, Series 65, Securities, Finance, Financial Services, Relationship Management, Asset Management, Financial Planning
Education
Pennsylvania State University-Great Valley Graduate Center 2004 — 2007
MBA, Business Administration
Temple University 1992 — 1996
BBA, Accounting
Vanguard September 2014 - Present
Skills
CRM, Business Development, Financial Analysis, Mutual Funds, Financial Services, Investments, Finance, Series 7, Strategic Planning, Project Management, Retirement, Management, Retirement Planning, Series 63, Leadership, Sales, Relationship Management, Portfolio Management, 401k, Financial Planning
Education
Saint Joseph's University 2013 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
Penn State University 1999 — 2003
Bachelor's degree, Finance, General
Vanguard July 2008 - Present
Vanguard July 2005 - July 2008
Vanguard January 2001 - July 2005
Skills
Data Analysis, Project Management, Business Analysis, Process Improvement, Financial Analysis, Visio, Lotus Notes, Analysis, Access, Microsoft Office, Outlook, Risk Management, Microsoft Excel, Microsoft Word, Tableau
Education
Penn State University 1973 — 1977
Bachelor of Science (BS), Counselor Education/School Counseling and Guidance Services
Cedar Cliff High School
Academic
Vanguard April 2011 - Present
Vanguard 2002 - Present
Vanguard Investments Europe January 2006 - April 2011
Logical Design Solutions 2000 - 2002
Vanguard 1994 - 2000
Lukens Steel Company 1978 - 1994
Skills
Mutual Funds, Investments, Management, Investment Advisory, Retirement, Portfolio Management, Asset Management, Business Strategy, Series 7, Fixed Income, Leadership, Equities, Risk Management, Integration, ETFs, Series 63, Financial Services
Education
West Chester University of Pennsylvania
MBA, Management
Penn State University
Mathematics
West Chester University of Pennsylvania
BA, Mathematics
Vanguard August 2007 - Present
Vanguard June 2006 - August 2007
Vanguard April 2005 - June 2006
Vanguard February 2004 - April 2005
Skills
Video Conferencing, Telepresence, Troubleshooting, Cisco Technologies, Integration, Telecommunications, Project Management, Tandberg, Audio Conferencing, Technical Support, Program Management, Management, Infrastructure, Servers, Unified Communications, AV, Avaya, Training, Video, Enterprise Software, Access, SharePoint, Customer Relations, End User Support, Lean Initiatives, Presenter, Systems Configuration, Vendor Relations, Written Communication, Immersive Telepresence
Education
Penn State World Campus 2015 — 2018
Master's Degree
Pensacola Christian College 1999 — 2003
BS
Vanguard 2004 - Present
The Vanguard Group August 1994 - January 2004
Vanguard 1994 - 2004
Rosenbluth 1992 - 1994
Skills
Planning & Organizing..., Project Management, Event Marketing Strategy, Wine, Viticulture, Event Planning, Project Planning, Marketing Event Planning, Friendly Personality, Organization &..., Wine varietals, Wine regions, Nutrition, Strategic Planning, Mutual Funds, Financial Services, Investments, ETFs, Relationship Management, Direct Marketing, Business Analysis, Event Management, Customer Service, Leadership, Management, Marketing Strategy, Marketing, Process Improvement
Education
Pennsylvania State University-Great Valley Graduate Center 1999 — 2001
MBA, Business Administration and Management, General
Penn State University-State College 1986 — 1991
HR&IM, Hotel, Restaurant, and Institutional Management
Unionville High School 1982 — 1986
Society of Wine Educators
Denise's Corner Office January 2012 - Present
Vanguard August 2000 - January 2012
Skills
Series 7, Series 6, Series 63, Relationship Management, Mutual Funds, Building Relationships, Equities, Portfolio Management, Pensions, Defined Contribution, Investments, Qualified Retirement..., Strategic Financial..., Risk Management, Defined Benefit, Financial Services, Wealth Management, Real Estate, 401k, Business Development, Asset Managment, Asset Allocation, Investment Advisory, Retirement, Financial Analysis, Retirement Planning, Securities, Sellers, Investment Strategies, Alternative Investments, Investment Management, Sales
Education
Penn State University
Bachelor's degree, Marketing
Vanguard April 2011 - Present
Delaware County Intermediate Unit June 2010 - April 2011
Coval systems, Inc December 2009 - July 2010
Skills
Java, Agile Methodologies, HTML, Integration, ASP.NET, Analysis, C#, C, SDLC, SOA, SQL, Testing, Visual Studio
Education
Penn State University 2006 — 2010
Bachelor's of Science, Information Science and Technology
Vanguard 2012 - Present
Vanguard 2010 - 2012
Vanguard 2009 - 2010
Vanguard 2008 - 2009
Skills
Investments, Financial Services, Finance, Relationship Management, Wealth Management, Retirement Planning
Education
Penn State University 2011 — 2014
Master’s Degree, Business Administration and Management, General
West Chester University of Pennsylvania 2004 — 2008
Bachelor's degree, Marketing
Blackboard K-12 March 2015 - Present
Schoolwires April 2012 - Present
Schoolwires, Inc April 2010 - January 2012
Schoolwires October 2000 - April 2010
The Vanguard Group October 1998 - September 2000
Vanguard 1998 - 2000
Skills
Solution Selling, Salesforce.com, Sales Process, Direct Sales, SaaS, Account Management, Sales Presentations, Sales Management, Cold Calling, Lead Generation, Enterprise Software, Strategic Planning, New Business Development, Sales, Product Marketing, Product Management, RFP, Sales Operations, Selling, CRM, Business Development, Leadership
Education
Pennsylvania College of Technology 1994 — 1997
Associate's degree, Mass Communications
Docupace Technologies May 2015 - Present
Albridge, an Affiliate of Pershing, a BNY Mellon Company October 2011 - May 2015
Merrill Lynch September 2007 - October 2011
Vanguard May 2007 - September 2007
Skills
Enterprise Software, Relationship Management, Portfolio Management, Marketing, Public Speaking, New Business Development, Marketing Strategy, Training, Product Marketing, Product Management, Business Analysis, Investments, Strategy, Account Management, Financial Services, Business Development, Mutual Funds, Analysis, Series 63, Vendor Management
Education
Penn State University 2007 — 2010
Bachelor of Science (B.S.), Marketing
Penn State University 2003 — 2007
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Vanguard June 2015 - Present
Redstone American Grill August 2009 - Present
Skills
Client Relationship..., Interpersonal..., 401k, Sales, Microsoft Word, Creative Writing, Writing, Client Relations, Client Services, Client Rapport, Political Science, Political Campaigns, European Politics, Political Philosophy, Political Economy, Money Transfers, Government, Quality Control, Microsoft Office, Phone Etiquette, Multi-line Phone
Education
Penn State University 2001 — 2005
Bacehlor of Arts, Political Science and Government, Cum Laude
Vanguard May 2015 - Present
Home Depot July 2005 - Present
Vanguard June 2010 - May 2015
Skills
CRM, Creative Solutions, Team Building, Client Relations
Education
Penn State University 2004 — 2008
Bachelor of Science (BS), Business Administration and Management, General
Penn State University 2004 — 2008
Bachelor of Science (B.S.), Business Administration, Management and Operations
NVR, Inc. April 2013 - Present
Vanguard January 2010 - April 2013
Vanguard November 2007 - January 2010
Vanguard July 2005 - November 2007
Skills
Investments, Sales, Relationship Management, Public Speaking, 401k, Presentations, Contract Negotiation, Real Estate, Account Management, Financial Analysis, Sales Management, Marketing, Strategic Planning, Microsoft Office
Education
Penn State University 2000 — 2005
Bachelor of Arts (B.A.), History
The American College 2007 — 2007
CRPC
Wharton Business School 2011 — 2011
CIMA
Vanguard May 2014 - Present
Vanguard July 2012 - May 2014
Vanguard June 2011 - July 2012
Vanguard June 2010 - June 2011
THQ Wireless September 2008 - April 2009
THQ Wireless October 2007 - September 2008
Freelance February 2006 - April 2007
Virgin Earth, Inc. January 2005 - April 2005
Skills
SharePoint, CRM, Agile Testing, Kanban, TeamTrack, Team Leadership, Software Testing Life..., Defined Contribution, Defined Benefit, Non-Qualified Deferred..., Quality Assurance, Management, Testing, User Experience, Sales, Mobile Applications, Mobile Devices, Video Games, DevTrack, Quality Center, 3D Studio Max, Photoshop
Education
Pennsylvania State University-Great Valley Graduate Center 2010 — 2014
M.S., Information Science
Temple University 2000 — 2005
B.A, Film and Media Arts, cum laude
San Diego Mesa College
Mandarin Chinese
Vanguard January 2015 - Present
Vanguard October 2013 - January 2015
Vanguard July 2012 - October 2013
JPMorgan Chase June 2011 - August 2011
Suncatcher Surf Shop May 2009 - August 2009
Skills
Social Media, Financial Analysis, Marketing, Microsoft Excel, Series 7, Series 63, Microsoft SQL Server, SPSS, PowerPoint, Management, Sales, Retail, Investments, Finance, Strategic Planning, Public Speaking, Customer Service
Education
Penn State University 2008 — 2012
Bachelor of Arts (BA), Marketing
PurpleCloud Technologies LLC June 2015 - Present
Tesorio June 2015 - July 2015
215 Marketing March 2013 - April 2015
DMS Network Inc. March 2012 - March 2013
Vanguard November 2010 - March 2012
Rick's Picks June 2010 - September 2010
IBM October 2006 - May 2009
Saint Joseph's University September 2005 - May 2006
Sturgis Foods International, LLC June 2005 - August 2005
Cedar Meadow Farm May 2004 - August 2004
Skills
ITIL, SOA, Problem Solving, Logistics, Process Improvement, Management, CRM, Project Management, Program Management, Business Analysis, Leadership, Marketing Strategy, Strategy, Vendor Management, Change Management, Business Planning, Analysis, Business Process..., Business Intelligence, Business Strategy, Entrepreneurship, Marketing, Developing Client..., CRM software, Managing Projects, Managing People, Salesforce.com, Sales Cycle Management, Sales Process, Account Management, Consulting
Education
Saint Joseph's University 2005 — 2006
Master of Science (MS), International Marketing
Penn State University 2003 — 2005
Bachelor of Science (BS), Agribusiness Management
University of Maryland College Park 2001 — 2003
None, Transferred to PSU
Vanguard April 2013 - Present
Vanguard January 2011 - April 2013
Vanguard July 2006 - December 2010
Vanguard 2003 - 2006
Vanguard June 1998 - December 1999
Vanguard January 1997 - June 1998
Skills
Relationship Management, Project Management, Series 63, Series 6
Education
Pennsylvania State University-Great Valley Graduate Center
MBA
Ursinus College
Bachelor's, Management and Finance
Vanguard September 2015 - Present
Vanguard May 2014 - Present
Banco Santander October 2012 - May 2014
Citibank November 2011 - October 2012
Barton Associates Inc March 2011 - November 2011
Northeast Consulting, Inc May 2008 - May 2010
Skills
Relationship Management, Investments, Financial Services, Finance, Financial Analysis, Public Speaking, Investment Management, Credit Analysis, CRM, Portfolio Management, Mutual Funds, Leadership, ETFs, Bond Markets, Bond Pricing, Equities, Securities Regulation, Securities Market, General Securities..., US Equities, Index Funds, Convertible Bonds, Municipal Bonds, REIT, Capital Markets, Customer Service
Education
Penn State University 2002 — 2007
Bachelor's degree, Healthcare Policy and Administration
Vanguard July 2014 - Present
LiquidHub November 2011 - July 2014
Iron Mountain October 2009 - November 2011
Iron Mountain March 2008 - November 2011
Iron Mountain September 2007 - March 2008
MTM Technologies May 2005 - August 2006
Skills
Security, Active Directory, Networking, VMware, Operating Systems, Windows Server 2003,2008, Cisco IOS, Venafi Director, Qualys Vulnerability..., Checkpoint Endpoint..., CA Identity Manager, Windows 2000, XP,..., Linux, Unix, Mac OS X, Strong Troubleshooting..., Strong Written and..., Windows Server, Troubleshooting, Servers, OS X, Identity Management, Information Security
Education
Pennsylvania College of Technology 2004 — 2007
Lionville
Lionville
TC Partners LLC September 2013 - Present
Bluefin Investment Management July 2010 - April 2013
Vanguard September 2005 - July 2010
Education
Penn State University 2000 — 2005
B.S., Economics
Oracle March 2013 - Present
Collegiate Water Polo Association September 2010 - Present
Waterfall Web Solutions August 2011 - March 2013
Booz Allen Hamilton July 2010 - March 2013
JezReel Entertainment June 2011 - August 2011
Vanguard May 2009 - August 2009
The CEI Group May 2008 - August 2008
The CEI Group May 2007 - January 2008
Skills
Agile Methodologies, JavaScript, Web Development, Software Development, Business Analysis, Requirements Analysis, CSS, HTML, Oracle, jQuery, Microsoft Office, Requirements Gathering, Oracle WebCenter, Java, WebCenter, ADF, Project Management, Product Demonstration, SQL, JSF, PHP, JDeveloper, Agile Project Management, ITIL, Software Project..., ITIL v3 Foundations..., IC Agile Certified..., Scrum, User Interface Design, Blogging, Cloud Applications, Hybrid Cloud, Oracle Document Cloud..., Oracle Process Cloud..., Oracle Mobile Cloud...
Education
Penn State University 2006 — 2010
B.S., Information Sciences and Technology
hibu January 2013 - Present
The Vanguard Group November 2011 - December 2012
The Vanguard Group May 2008 - November 2011
Vanguard October 2006 - May 2008
Vanguard October 2005 - October 2006
MBNA September 1999 - September 2005
MBNA America 1999 - 2005
Skills
Business Intelligence, SQL, SAS programming, Unix Shell Scripting, Statistical Modeling, Data Warehousing, ETL, Data Modeling, DB2, SAS, Data Mining, Oracle, Unix, Databases, Data Analysis, Microsoft SQL Server, Analytics, Database Design, Data Management, Integration, Perl, Data Integration, Enterprise Architecture, Data Architecture, Solaris, Data Governance, Data Warehouse..., Data Quality, Architectures, Database Marketing, Master Data Management, SDLC, Dimensional Modeling, Erwin, PL/SQL, Architecture, Shell Scripting
Education
Pennsylvania State University-Great Valley Graduate Center 2006 — 2010
MS
Pennsylvania State University-Smeal School of Business 1994 — 2000
BS
Vanguard April 2007 - Present
Vanguard January 2001 - March 2007
Broadreach Consulting April 2000 - December 2000
Lockheed Martin July 1996 - March 2000
Education
Pennsylvania State University-Great Valley Graduate Center 2002 — 2004
MS, Information Science
University of Delaware 1992 — 1996
BS, Computer and Information Science
Vanguard March 2013 - Present
Vanguard March 2012 - Present
Vanguard November 2011 - March 2012
Law Offices of Bryan E. Quilo March 2010 - December 2010
Bullard, Brown & Beal, LLC February 2009 - August 2010
Law Offices of David C. Werner June 2006 - December 2008
Skills
Financial Analysis, Retirement Planning, Retirement, Insurance, Legal Research, Legal Writing, Litigation, Strategic Planning, Mutual Funds, Finance, Investments, Microsoft Excel, Pensions
Education
Villanova University School of Law 1996 — 1999
Juris Doctor
Penn State University 1992 — 1995
B.S., Administration of Justice
Vanguard June 2015 - Present
SFN Consulting, LLC November 2008 - Present
Vanguard - Human Resources Division March 2014 - June 2015
Vanguard - Vanguard University, Human Resources Division February 2012 - March 2014
Vanguard - Participant Education, Institutional Investor Services Division November 2007 - February 2012
Vanguard - Participant Education & Marketing, Institutional Investor Services Division September 2002 - November 2007
Vanguard - Participant Education & Marketing, Institutional Investor Services Division January 1999 - September 2002
Vanguard - Institutional Service Management, Institutional Investor Services Division January 1995 - January 1999
Vanguard - Retail Business Technology, Retail Investor Services August 1994 - January 1995
Vanguard - Retail Client Services Contact Center, Retail Investor Services Division August 1993 - August 1994
Skills
Vendor Management, Strategic Planning, Marketing Strategy, Business Analysis, Mentoring, New Business Development, Team Leadership, Budgeting, Marketing Communications, Contract Negotiation, Process Improvement, Direct Marketing, Social Media, Operations Management, Risk Management, Problem Solving, Marketing, Business Development, Leadership, Budgets, Management Consulting, Strategy, CRM, Program Management, Business Process..., Cross-functional Team..., Business Planning, Consulting, Competitive Analysis, Start-ups, Change Management, Management, Project Management, Project Planning, Coaching, Product Development, Human Resources, Agile Methodologies
Education
West Chester University of Pennsylvania 1988 — 1991
Bachelor of Science, Management
Pennsylvania State University-Great Valley Graduate Center
Vanguard Group January 2013 - Present
Vanguard 1998 - Present
Skills
SDLC, DB2, Agile Methodologies, Software Project..., Requirements Analysis, Requirements Gathering, Oracle, Scrum, Unix, SQL, XML, Business Analysis, Visio, Software Development, IT Strategy, Agile Project Management, Integration, PL/SQL, Database Design, Databases, Waterfall, COBOL, Linux, Mainframe, Subversion, Solaris, Resource Management, Vendor Management, Data Warehousing, Enterprise Architecture, SOA
Education
Saint Joseph's University 2013 — 2016
Master of Business Administration (MBA), Finance, General
Penn State University 2006 — 2008
Masters, Management Information Systems
Temple University - Fox School of Business and Management 1989 — 1992
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Qlik April 2012 - Present
GMAC March 2009 - March 2012
New Way Air Bearings December 2007 - February 2009
Metavante Lending Solutions November 2005 - November 2007
The Chubb Institute June 2000 - September 2005
Vanguard January 1999 - December 2001
Automated Financial Systems, Inc. (AFS) August 1995 - January 1999
Skills
QlikView Design, QlikView Development, Crystal Reports, SQL, Requirements Analysis, Business Intelligence, Requirements Gathering, ERP, Data Warehousing, Testing, Test Planning, Business Analysis, QlikView Extensions, .NET, Web Design, Web Development
Education
Pennsylvania State University-Great Valley Graduate Center 1998 — 1999
Master of Science (MS), Information Science
Rowan University
Bachelor of Arts (BA), Communicatins
Vanguard June 2011 - Present
The Vanguard Group February 2007 - June 2011
Vanguard February 2007 - June 2011
Vanguard Group 2003 - 2008
Skills
Financial Analysis, Financial Modeling, Strategic Financial..., Essbase, Corporate Finance, Finance, Building Relationships, PowerPoint
Education
Villanova University 2006 — 2009
MBA, Finance
Penn State University 1999 — 2003
BA, Political Science and Government
Vanguard December 2013 - Present
Vanguard January 2009 - December 2013
Vanguard 2003 - January 2009
Skills
Mutual Funds, Compliance, Fund Accounting, Risk Management, Derivatives, Fixed Income, Trade Compliance, Operational Risk, Operational Risk..., Counterparty Risk, Investment Management, Investments
Education
Penn State University 1992 — 1996
BS
Vanguard May 2008 - Present
Aflac March 2007 - January 2009
Tom Masano Auto Group March 2001 - April 2005
TICO/Leader/Infinity Insurance Cos. January 1996 - March 2001
Enterprise Rent-A-Car September 1993 - January 1996
Education
Penn State University 1989 — 1993
Vanguard January 2013 - Present
The Vanguard Group September 2005 - Present
Vanguard July 1999 - September 2005
Education
Pennsylvania State University-Great Valley Graduate Center 2001 — 2003
M.ED., Instructional Systems
Saint Joseph's University 1993 — 1997
BS, Accounting
Vanguard August 2000 - Present
Education
Penn State University 1982 — 1986
Hatboro- Horsham High School 1979 — 1982
Vanguard December 2014 - Present
Vanguard September 2011 - December 2014
The Vanguard Group June 2006 - September 2011
Thai Orchid Inc. February 2001 - March 2004
Skills
Employee Benefits, Customer Service, Training, Process Improvement, Access, Data Analysis, Financial Analysis, Business Analysis, Strategic Financial...
Education
Widener University 2008 — 2012
MBA, Taxation - concentration
Virginia Polytechnic Institute and State University - Pamplin College of Business 1997 — 1999
Bachelor of Science (B.S.), Accounting Information System
Penn State University 1995 — 1997
Bachelor of Science, Accounting
Vanguard March 2012 - Present
Vanguard November 2007 - March 2012
Education
Penn State University
Ligonier Ministries April 2013 - Present
Humana April 2011 - April 2013
Vanguard March 1999 - December 2008
Education
Penn State University
BS
Vanguard June 1997 - Present
Fulton Bank June 1996 - June 1997
Merrill Lynch January 1990 - June 1996
Skills
Asset Managment, Series 63, Investment Advisory, Wealth Management, Series 7, Portfolio Management, Alternative Investments, Institutional Investors, Series 65, Retirement Planning, 401k, Fixed Income, Strategic Financial..., Hedge Funds, Bonds, Defined Benefit, Pensions, Capital Markets, Bloomberg, ETFs
Education
Penn State University 1975 — 1980
BS
Penn State University 1975 — 1980
Comcast November 2014 - Present
Vanguard May 2007 - October 2014
LiquidHub October 2006 - March 2012
Nokia January 2008 - December 2008
Portico October 2006 - May 2007
FNX Limited (acquired by SunGard) July 2000 - October 2006
Bentley Systems May 1992 - July 2000
Skills
Agile Methodologies, SDLC, SOA, Software Development, Enterprise Architecture, Business Analysis, Software Project..., Requirements Analysis, Unix, Java Enterprise Edition, Spring, Java, SQL, Business Intelligence, IT Strategy, XML, Integration, Scrum, Web Services, Linux, Spring Framework
Education
Pennsylvania State University-Great Valley Graduate Center 1996 — 1998
MBA, Business Administration
Tohoku University 1987 — 1991
MS, Electrical Engineering
Tsinghua University 1980 — 1985
BS, Electrical Engineering
Vanguard May 2014 - Present
Vanguard November 2011 - May 2014
The Vanguard Group May 2008 - November 2011
The Vanguard Group August 2007 - May 2008
Skills
Mutual Funds, Finance, Financial Analysis, Microsoft Office, Cash Management, Leadership, Management, Financial Services, Microsoft Excel, Process Improvement, DMAIC, Certified Treasury..., Treasury Services
Education
Penn State University 2003 — 2007
B.S., Finance
Vanguard September 2008 - Present
Vanguard June 2000 - September 2008
Skills
Employee Benefits
Education
Penn State University 2001 — 2003
MBA, Business
West Virginia University 1992 — 1998
MS, Safety Engineering
Emmanuel Coalition For Change, LLC May 2013 - Present
Emmanuel Coalition Ministries May 2013 - Present
Davis Specialized Services April 2013 - Present
Mt. Carmel International Inc. October 2011 - Present
Shire Pharmaceuticals April 2011 - Present
Vanguard September 2004 - October 2010
Skills
Finance, Accounts Payable, Financial Analysis, Strategic Financial..., Leadership, Microsoft Excel, Budgets, Strategic Planning, Microsoft Office, Customer Service, Process Improvement, PowerPoint, Accounting, Management, Nonprofits, Entrepreneurship
Education
Penn State University 2000 — 2004
BS, Business Financial Services
Vanguard 2012 - Present
Resturant and Mattresses & Furniture 2010 - 2015
Vanguard 2006 - 2012
Various Companies 2003 - 2006
Skills
Business Process, Process Improvement, Risk Management, Auditing, Business Analysis, Project Management, Finance, Business Process..., Analysis, Agile Methodologies, Financial Analysis
Education
Penn State University
MSIS, Information System
Temple University
BBA, Accounting (Graduated with Summa cum Laude)
Vanguard November 2013 - Present
Vanguard January 2013 - November 2013
Vanguard March 2010 - December 2012
Vanguard March 2008 - March 2010
Skills
Management, Financial Services, Microsoft Excel, Series 63, Series 6, Project Management, 401k, Retirement, Competitive Intelligence
Education
Villanova University 1999 — 2003
Bachelor of Arts (B.A.), Communications
Pennsylvania State University-Great Valley Graduate Center 2008 — 2010
Master of Business Administration (M.B.A.)
Vanguard August 2015 - Present
Vanguard August 2013 - August 2015
Vanguard February 2010 - August 2013
Vanguard July 2006 - February 2010
H.R. Margolis Company June 2005 - August 2005
Skills
Trading, Financial Reporting, Compliance, Reconciliation, Finance, Mutual Funds, Analysis, Derivatives, Auditing, Management, Financial Analysis, Corporate Actions, Investments, Financial Statements, Financial Services, Strategic Financial..., Account Reconciliation, Asset Management, Fund Accounting
Education
Villanova University 2011 — 2014
MBA, Finance/Real Estate
Penn State University 2002 — 2006
BS, Accounting
Delphinus Engineering, INC. March 2015 - Present
Vanguard October 2013 - February 2015
Equity Engineering Group January 2013 - September 2013
Penn State Biology Department August 2010 - May 2013
Penn State Agricultural Biological Engineering Dept May 2011 - October 2011
Penn State Division of Undergraduate Studies May 2010 - July 2010
Skills
Leadership, Microsoft Office, Data Analysis, Research, Microsoft Excel, Solidworks, PowerPoint, Microsoft Word, Public Speaking, Nonprofits, Fundraising, Teaching, Team Leadership, Matlab
Education
Penn State University 2008 — 2013
Bachelor of Science (B.S.), Engineering Science, 3.07
American International School-Riyadh, Saudi Arabia 2003 — 2008
International Baccalaureate, 3.8
Cornerstone Capital Management 2013 - Present
Madison Square Investors 2010 - 2013
Vanguard 2007 - 2010
Vanguard 2005 - 2007
Center for Urban Policy Research, 2002 - 2005
Education
Penn State University 2006 — 2008
Master of Science (M.Sc.), Software Engineering
Rutgers University-New Brunswick 2001 — 2005
BEng, Electrical & Computer Engineering
Keller Williams Realty Professional Partners 2009 - Present
Keller Williams Realty Professional Partners 2009 - 2013
PFM Asset Management LLC, 2006 - 2008 2006 - 2008
Vanguard 2004 - 2006
Vanguard 1997 - 2004
Skills
New Home Sales, Referrals, Move Up Buyers, Relocation, Listings, Single Family Homes, Investment Properties, Condos, Foreclosures, Investors, Short Sales, Finance, First Time Home Buyers, Buyer Representation, REO, Real Estate, Sellers, Real Estate Transactions, Residential Homes, Property Management, Investments, Townhomes, Sales
Education
Rutgers, The State University of New Jersey-New Brunswick 1975 — 1979
Bachelor of Arts Economics
Pennsylvania State University-Great Valley Graduate Center 2004 — 2005
Certificate, Project Management
Advanced Healthcare Solutions, Inc. November 2010 - Present
Cars.com 2008 - 2010
Vanguard 2006 - 2008
Skills
Microsoft Excel, Strategy
Education
Penn State University
Bachelor's Degree, Marketing
UnitedHealthcare January 2012 - Present
Vanguard January 2011 - January 2012
Vanguard February 2009 - January 2011
Vanguard December 2008 - February 2009
Vanguard June 2007 - December 2008
Vanguard October 2005 - June 2007
Vanguard July 2002 - October 2005
Skills
Business Analysis, Change Management, Cross-functional Team..., Project Management, Risk Management, Process Improvement, Six Sigma, Strategic Planning
Education
Pennsylvania State University-Great Valley Graduate Center 2004 — 2006
M.B.A., New Ventures and Entrepreneurial Studies
Widener University 2001 — 2003
B.S., Business Administration
Vanguard April 2013 - Present
Vanguard July 2005 - April 2013
Vanguard June 2000 - June 2005
Vanguard December 1995 - June 2000
Skills
IT Management, Data Center, IT Operations, ITIL, Disaster Recovery, Management, PMO, Process Improvement, SDLC, Vendor Management, Business Analysis, Leadership
Education
Penn State University 1972 — 1976
Bachelor's degree, Journalism
Vanguard July 2013 - Present
Penn State University August 2009 - May 2013
Skills
Hold Series 7 and..., Finance, Valuation, Financial Analysis, Corporate Finance, Financial Modeling, ThomsonOne, Bloomberg Terminal, Mutual Funds, Equities
Education
Penn State University 2009 — 2013
BA, Finance and Information Systems Management
Wayne Presbyterian Church February 2007 - Present
Eastern University January 1994 - Present
Vanguard 1997 - 2000
Education
Palmer Theological Seminary 2008 — 2010
Doctor in Ministry, Marriage and Family
Pennsylvania State University-Great Valley Graduate Center 1991 — 1993
Masters in Management, Non-Profit Management
Vanguard April 2014 - Present
Teach For America June 2013 - October 2013
Temple University October 2011 - May 2013
Dr. Erik Corde’s Marine Ecology Lab, Temple University May 2011 - August 2011
Skills
Research, Teaching, Microsoft Word, Higher Education, Microsoft Office, PowerPoint, Chemistry, Public Speaking, Statistics, Community Outreach, Microsoft Excel, Social Media, Customer Service, Event Planning, Science, Financial Services, Client Relations, Series 63, Series 7
Education
Temple University 2010 — 2013
Bachelor's degree, Environmental Science, 3.78
Penn State University 2009 — 2010
Bachelor's degree, Environmental Science, 3.98
The Children's Hospital of Philadelphia May 2014 - Present
Susquehanna International Group July 2006 - October 2014
TEKsystems November 2005 - July 2006
Harleysville Insurance March 2003 - October 2005
Pfizer November 2003 - March 2005
Vanguard April 2000 - June 2001
Merck June 1999 - April 2000
Motorola Solutions October 1997 - May 1999
Merck February 1996 - October 1997
Skills
Windows 7, Windows Server, Active Directory, Powershell, VBScript, MSI Packaging, App-V, UE-V, XenDesktop, Wise Packaging Studio, Installshield Admin..., SCCM 2012, SCCM 2007, HPSA, Microsoft Office, Automation, Application Packaging, ITIL, OS Provisioning, Citrix PVS, VDI, Configuration Management, Group Policy, High Availability, Disaster Recovery, SCCM, Windows XP, Servers, SDLC, Software Installation, Visual Basic, Access, System Deployment, Hyper-V, Scripting, Virtualization, Help Desk Support, Databases, Software Documentation
Education
Penn State University 1988 — 1992
Bachelor of Arts (BA), Political Science and Government
Vanguard March 1981 - Present
Skills
Financial Services
Education
Penn State University 1972 — 1976
Bachelor of Arts (B.A.)
Tuck Executive Program at Dartmouth College 1998 — 1998
Vanguard September 2005 - Present
Skills
Data Analysis, Financial Markets
Education
Penn State University 1995 — 2000
Bachelor of Science (BS), Economics
Vanguard August 2005 - Present
Widener University August 1999 - August 2004
Andrews Publications July 1993 - August 1999
Skills
Writing, Editing, Organization, Photography, Written & Oral...
Education
Penn State University 1979 — 1982
Bachelor of Arts (B.A.), Journalism
Widener University
Master of Arts (M.A.), Liberal Arts and Sciences/Liberal Studies
Vanguard March 2014 - Present
Vanguard January 2010 - March 2014
Vanguard December 2006 - January 2010
Tony Choi C.P.A. July 2003 - November 2006
Skills
Tax Research, Tax Preparation, Project Management, Process Improvement, Tax Reporting, Tax Returns, Tax Compliance, European Court of...
Education
Penn State University 2008 — 2011
Master of Business Administration (M.B.A.), Business Administration and Management, General
Widener University 2008 — 2010
Certificate of Taxation, Taxation
Penn State University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General