Vanguard Company

Industry: Investment management company

Description

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

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

Vanguard Employees

Employee
Years
Job
Industry
Jared Farbman Jared Farbman Greater Philadelphia Area Details
Jared Farbman's Vanguard Experience March 2014 - Present
Job MBA Candidate at The Wharton School
Industry Financial Services
Experience
Vanguard   March 2014 - Present
The Vanguard Group  October 2012 - February 2014
The Vanguard Group  July 2011 - October 2012
Campania International  May 2010 - August 2010

Skills
Financial Analysis, Mutual Funds, Series 63, Series 6, Process Improvement, Series 7, Relationship Management, Bloomberg, Microsoft Excel, PowerPoint

Education
University of Pennsylvania - The Wharton School   2015 — 2017
Master of Business Administration (M.B.A.), Management and Finance

Philadelphia University   2007 — 2011
Bachelor of Science (B.S.), Finance and Marketing

Joseph Avery Joseph Avery Charlotte, North Carolina Details
Joseph Avery's Vanguard Experience January 2013 - May 2013
Job Warranty Rep
Industry Building Materials
Experience
True Homes  2015 - Present
Orkin Pest Control  October 2014 - May 2015
Folger Automotive, LLC  August 2014 - November 2014
Union County Government  June 2013 - July 2014
Vanguard   January 2013 - May 2013
CPI Security  2012 - 2013
Mecklenburg County  2008 - 2012
PulteGroup  2005 - 2008
Unique Lighting   2004 - 2005
Sherwin Williams  1999 - 2004

Skills
Leadership, Customer Service, Risk Management, Quality Assurance, Sales, Management, Interpersonal..., Public Speaking, Business Development, Microsoft CRM, Construction Management

Education
Pfeiffer University   2010 — 2012
Bachelor of Applied Science (B.A.Sc.), 3.9

York Technical College   1988 — 1990
Industrial Engineering

Ashley McClintock Ashley McClintock Greater Philadelphia Area Details
Ashley McClintock's Vanguard Experience August 2014 - Present
Job Advertising Compliance Manager at Vanguard
Industry Financial Services
Experience
Vanguard   August 2014 - Present
Vanguard   March 2013 - August 2014
Vanguard   March 2010 - February 2013
Vanguard   June 2008 - February 2010
Ceridian  December 2006 - May 2008

Skills
Compliance, Series 24, Series 7, Series 63, Series 6, Leadership, FINRA, Mutual Funds, Securities Regulation, SEC, Investments, Process Improvement, Management

Education
Pennsylvania State University-Great Valley Graduate Center   2010 — 2014
Master of Business Administration (MBA), Business Administration and Management, General

Ursinus College   2002 — 2006
Bachelor's degree, International Relations and Affairs

Chris Campbell Chris Campbell Malvern, Pennsylvania Details
Chris Campbell's Vanguard Experience October 2012 - Present
Job Supervisor
Industry Financial Services
Experience
Vanguard   October 2012 - Present
Vanguard   November 2010 - October 2012

Skills
Building Business..., Operational Excellence, Risk Management, Project Management, Time Management, PowerPoint, Customer Service, Retail, Marketing, Coaching, Microsoft Excel, Sales Management, Financial Analysis

Education
Philadelphia University   1985 — 1989
BS, Fashion Merchandising

Bishop Shanahan   1981 — 1985

Malcolm Ingram Malcolm Ingram Greater Philadelphia Area Details
Malcolm Ingram's Vanguard Experience February 2012 - July 2013
Job 1L at Temple Beasley School of Law
Industry Legal Services
Experience
Buchanan Ingersoll & Rooney PC  June 2014 - July 2014
Vanguard   February 2012 - July 2013
Fulbright  March 2011 - December 2011
Comcast  June 2010 - February 2011

Skills
Spanish, Team Leadership, Microsoft Office, Leadership, Entrepreneurship, Customer Service, PowerPoint, Research, Marketing Strategy, Microsoft Word, Higher Education, Leadership Development, Data Analysis, Microsoft Excel, International Relations, Public Speaking, Project Management, Outlook, Accounting, Analysis, Social Networking, Program Management, SAP, Marketing, Human Resources, Market Research, Editing

Education
Temple University - James E. Beasley School of Law   2013 — 2016
Doctor of Law (JD)

Philadelphia University   2006 — 2010
Bachelor of International Business

Ramanna Voruganti Ramanna Voruganti Greater Philadelphia Area Details
Ramanna Voruganti's Vanguard Experience January 2015 - Present
Job Project Manager at Vanguard
Industry Financial Services
Experience
Vanguard   January 2015 - Present
Financial Services Company  December 1999 - Present
Vanguard   2007 - 2010

Skills
Cognos, Data Warehousing, ETL, OLAP, Business Intelligence..., Business Intelligence, DB2, SDLC, Business Analysis, Oracle, Dimensional Modeling, Requirements Analysis, SQL, Data Modeling, Database Design, Dashboard

Education
Pennsylvania State University-Great Valley Graduate Center   2005 — 2008
MSIS, Information Sciences

Angela Williams Carter Angela Williams Carter Greater Philadelphia Area Details
Angela Williams Carter's Vanguard Experience April 1999 - January 2002
Job OnSite Logistics Specialist at Modspace
Industry
Experience
Modspace  May 2014 - Present
Ricoh USA  August 2004 - January 2013
Advanced Mortgage Concepts   April 2003 - August 2004
Vanguard   April 1999 - January 2002

Skills
Lotus Notes, Process Improvement, Microsoft Excel, Microsoft Office, Outlook, Cold Calling, Sales, Salesforce.com, Customer Service, Microsoft Word, Customer Retention, Direct Sales, PowerPoint, Sales Process, Highly detail oriented, Team Building, Leadership, Strategic Planning, Account Management

Education
Tony & Guy   2013 — 2013
License, Aesthetician/Esthetician and Skin Care Specialist

Philadelphia University   1994 — 1996
Bachelor of Science (BS), Fashion Merchandising

Wesley College   1991 — 1993
Fashion Merchandising

Lara Dushkewich Lara Dushkewich West Chester, Pennsylvania Details
Lara Dushkewich's Vanguard Experience January 2014 - Present
Job Strategic Integrator
Industry Financial Services
Experience
Vanguard   January 2014 - Present
Vanguard   December 2012 - December 2013
Vanguard   February 2011 - December 2012
Vanguard   May 2008 - January 2011
Vanguard   January 2005 - May 2008
Vanguard   September 2000 - December 2004
Vanguard   December 1998 - September 2000
Vanguard   February 1995 - December 1998
Vanguard   June 1993 - February 1995

Skills
SDLC, Change Management, Project Management, Six Sigma, Vendor Management, Business Process..., Systems Analysis, Transformational..., Culture Change, Leading Organizational..., Enterprise 2.0, Leading Change, Leadership, Software Project..., Financial Services, Requirements Analysis, Strategy, Management, Business Analysis, Program Management, Process Improvement

Education
Pennsylvania State University-Great Valley Graduate Center   2007 — 2009
Master's degree, Leadership Development

West Chester University of Pennsylvania   1989 — 1993
BS, Business Management

Casey Watrous, MBA Casey Watrous, MBA Greater Philadelphia Area Details
Casey Watrous, MBA's Vanguard Experience April 2014 - Present
Job Client Relationship Specialist
Industry Financial Services
Experience
Vanguard   April 2014 - Present
QVC  January 2013 - December 2013
ESM Productions  July 2010 - January 2013
Head of the Schuylkill Regatta   February 2012 - December 2012
Isdaner & Company, LLC   June 2011 - December 2011
Rally Marketing Group  February 2010 - April 2010

Skills
Event Management, Retail, Marketing Communications, Microsoft Office, Management, Team Leadership, Facebook, Competitive Analysis, MailChimp, Client Relations

Education
Philadelphia University   2012 — 2013
Master of Business Administration (MBA), Management

Philadelphia University   2008 — 2012
Bachelor of Science, Marketing with a Minor in Professional Communication

David Faith David Faith Greater Philadelphia Area Details
David Faith's Vanguard Experience August 2007 - December 2008
Job Director of Client Services at Source4Teachers
Industry Computer Software
Experience
Source4Teachers  May 2015 - Present
Skyward  October 2013 - May 2015
Frontline Technologies  September 2010 - September 2013
Frontline Technologies  January 2009 - August 2010
Vanguard   August 2007 - December 2008
Vanguard   June 2006 - August 2007
Valley Forge Baptist Academy   August 2005 - May 2006

Skills
Business Analysis, Microsoft Excel, Process Improvement, Microsoft Office, Customer Service, Project Management, Outlook, SaaS, Salesforce.com, Sales, SQL, Event Planning, Event Management, Corporate Events, Requirements Analysis, Training, Microsoft SQL Server, Analysis, Quality Assurance, Strategic Planning, Software Implementation, Integration, CRM, Account Management

Education
Pennsylvania State University-Great Valley Graduate Center   2007 — 2008
Master of Business Administration (MBA), Business Administration and Management, General

Pensacola Christian College   2001 — 2005
BA, History

Justin Sheldon Justin Sheldon Burlington, New Jersey Details
Justin Sheldon's Vanguard Experience November 2004 - April 2008
Job Finance Manager Business Support
Industry Retail
Experience
Burlington Stores, Inc.   September 2012 - Present
ACE Group  August 2011 - September 2012
Styron LLC  March 2011 - August 2011
LECG  June 2010 - March 2011
QVC  May 2008 - May 2010
Vanguard   November 2004 - April 2008

Skills
Forecasting, PowerPoint, SQL, Essbase, Financial Analysis, Financial Modeling, Accounting, FRx, Great Plains, Finance Transformation, Access, Pivot Tables, Hyperion Planning, Financial Statement..., Financial Reporting, Hyperion Enterprise, Business Objects, Data Analysis, Analysis, SAP, Finance, PeopleSoft, Business Process..., General Ledger, Corporate Finance, Process Improvement, Management, Budgets, Variance Analysis, Financial Planning, Managerial Finance, Budgeting, Leadership, Business Analysis, Consolidation, Mergers & Acquisitions

Education
Pennsylvania State University-Great Valley Graduate Center   2007 — 2010
MBA, Finance, Business Administration

Temple University - Fox School of Business and Management   2000 — 2003
BBA, Finance, Risk Management and Insurance

Kim (Kane) D'Alessandro, MBA Kim (Kane) D'Alessandro, MBA Scottsdale, Arizona Details
Kim (Kane) D'Alessandro, MBA's Vanguard Experience May 2014 - Present
Job Senior Risk Analyst at Vanguard
Industry Financial Services
Experience
Vanguard   May 2014 - Present

Skills
Mutual Funds, Leadership Development, Change Management, Training & Development, Interviewing, Internal Communications, Communication Written, Problem Solving, Client Relationship..., Building Relationships, External Clients, CRM, Retirement, Retirement Planning, 401k, Finance, Financial Services, Training, Team Leadership

Education
Philadelphia University   2000 — 2001
Master of Business Administration (MBA), Finance, General

Philadelphia University   1996 — 2000
Bachelor of Science (BS), Finance, General, 3.5

Brian Christy, MBA, PMP, CSM Brian Christy, MBA, PMP, CSM Greater Philadelphia Area Details
Brian Christy, MBA, PMP, CSM's Vanguard Experience 2000 - Present
Job Project Manager
Industry Financial Services
Experience
Vanguard   2000 - Present

Education
Pennsylvania State University-Great Valley Graduate Center   2004 — 2006
MBA, International Finance

Alexandra Bruno Alexandra Bruno Philadelphia, Pennsylvania Details
Alexandra Bruno's Vanguard Experience May 2015 - August 2015
Job Upcoming Graduate seeking path towards financial analysis
Industry Financial Services
Experience
Vanguard   May 2015 - August 2015
John E McGovern & Associates   January 2015 - May 2015
Ameriprise Financial Services, Inc.   September 2014 - December 2014
Germantown Cricket Club  May 2014 - August 2014
Verizon  June 2014 - July 2014
Chestnut Hill Cheese Shop   December 2012 - January 2014
Philadelphia Cricket Club  May 2013 - August 2013
Plymouth Rock Search & Abstract   September 2011 - August 2012
Huntingdon Valley Country Club  June 2010 - August 2012

Skills
Teamwork, Time Management, Microsoft Excel, Fundraising, Eagerness to Learn, PowerPoint, Financial Analysis, Microsoft Word, Sports Management, Asking Questions, Policy, Budgets, Photoshop, Customer Service, Microsoft Office, Management, Social Media, Public Speaking, Finance

Education
Philadelphia University   2012 — 2016
Finance and Accounting, 3.7

Chris Hartzell Chris Hartzell Philadelphia, Pennsylvania Details
Chris Hartzell's Vanguard Experience December 2012 - Present
Job UI Interaction Designer at Vanguard
Industry Internet
Experience
Vanguard   December 2012 - Present
Voveo Marketing Group  May 2012 - November 2012
Philadelphia University  August 2008 - May 2012
I-SITE  May 2011 - February 2012
Liberty Sports   May 2011 - June 2011

Skills
Illustrator, Flash, InDesign, Final Cut Pro, Photoshop, Dreamweaver, Web Design, ActionScript, Interaction Design, Wordpress, Graphic Design, After Effects, User Interface Design, Adobe Creative Suite, CSS, XHTML, Animation, HTML, Storyboarding, Logo Design, Information Architecture, jQuery, Social Media, JavaScript, User Experience, User Interface, Typography, HTML 5, User-centered Design, Concept Development, CMS, Web Development, OS X, Website Development, Mobile Design, E-commerce, Information Design, Video Editing, Experience Design, User Experience Design, Front-end, Web Standards, Usability, Mac, Photography, SEO, Branding, Creative Direction, Art Direction, Flash Animation

Education
Philadelphia University   2008 — 2012
Interactive Design + Media, Graphic Design, Web Design, Interactive Design, Animation, Film Design

Russell Burns, CFP® Russell Burns, CFP® Greater Philadelphia Area Details
Russell Burns, CFP®'s Vanguard Experience April 2013 - Present
Job Personal Advisor Services Program Manager at Vanguard
Industry Financial Services
Experience
Vanguard   April 2013 - Present
Vanguard   November 2010 - March 2013
The Vanguard Group  July 2008 - October 2010
The Vanguard Group  May 2007 - June 2008
The Vanguard Group  June 2005 - April 2007
The Vanguard Group  September 2001 - May 2005

Skills
Series 6, Series 7, Series 63, Series 24, Financial Services, Marketing Strategy, Mutual Funds, Leadership, Asset Allocation, Strategic Financial..., Investments, Retirement, Retirement Planning, Wealth Management, Investment Strategies, Securities, Portfolio Management, Financial Advisory, Marketing

Education
Pennsylvania State University-Great Valley Graduate Center   2007 — 2009
MBA

Shippensburg University of Pennsylvania   1997 — 2001
Business Administration, Marketing

TVHS

Andrew Karetas Andrew Karetas Greater Philadelphia Area Details
Andrew Karetas's Vanguard Experience May 2007 - September 2011
Job Senior Software Engineer at Evolve Guest Controls
Industry Financial Services
Experience
Evolve Guest Controls  March 2013 - Present
Slamm Creative   September 2011 - March 2013
Vanguard   May 2007 - September 2011
The Vanguard Group  May 2007 - September 2011
Unisys  July 2004 - May 2007
SoftAssist  February 2001 - July 2004

Skills
User Interface Design, Information Architecture, User Experience, ActionScript, Interaction Design, User-centered Design, Flash, User Interface, CSS, User Experience Design, HTML 5, Usability Engineering, Usability, Wireframes, Front-end, Mobile Design, Web Design, Flex, Web Standards, JavaScript

Education
Philadelphia University   1998 — 2000
Graphic Arts

Megan McNeill Megan McNeill Greater Philadelphia Area Details
Megan McNeill's Vanguard Experience December 2012 - Present
Job RFP Supervisor at Vanguard
Industry Financial Services
Experience
Vanguard   December 2012 - Present
Vanguard   2002 - Present
The Vanguard Group  2000 - 2002
The Vanguard Group  1998 - 2000
The Vanguard Group  1995 - 1998
The Vanguard Group  1994 - 1995

Skills
Mutual Funds, CRM, RFP, Relationship Management, Financial Services, Asset Allocation, Vendor Management, 401k, Fixed Income, Leadership, Process Improvement, Investments, Management, Project Management

Education
Pennsylvania State University-Great Valley Graduate Center   1996 — 1998
MBA

Shippensburg University of Pennsylvania   1990 — 1994

Villa Maria Academy

Susan Otto Susan Otto Greater Philadelphia Area Details
Susan Otto's Vanguard Experience August 2012 - Present
Job Communication Consultant at Vanguard
Industry Financial Services
Experience
Vanguard   August 2012 - Present
Vanguard   December 2010 - August 2012
Vanguard   August 2005 - December 2010
Vanguard   May 2000 - August 2005
Vanguard   March 1999 - May 2000

Skills
Marketing, Institutional..., Mutual Funds, Financial Services, Investments, Relationship Management, Series 63, Marketing Communications, 401k, Series 6, Marketing Strategy, Strategic Communications, Direct Marketing, Business Development, Series 7, Corporate Communications, Leadership, Asset Allocation, Hedge Funds, Asset Management, Investment Management, Investment Strategies, Wealth Management

Education
University of Pennsylvania - The Wharton School   2007 — 2008
Marketing Certificate Program, Marketing

Pennsylvania State University-Great Valley Graduate Center   1995 — 1999
MBA, Finance

Philadelphia Institute   1994 — 1995
Post-Graduate Paralegal Certificate, International Trade Law and Business

Ursinus College   1990 — 1994
B.A., Political Science

Bill Nestor, MSIS, CCSK Bill Nestor, MSIS, CCSK Greater Philadelphia Area Details
Bill Nestor, MSIS, CCSK's Vanguard Experience February 1997 - Present
Job
Industry Financial Services
Experience
Vanguard   February 1997 - Present
Albert Einstein HealthCare Network  July 1987 - February 1997
philadelphia life insurance co.   September 1982 - May 1987
SEI  1981 - 1982

Skills
COBOL, SQL, CICS, Windows, SQL Server, Security, Disaster Recovery, Network Security, Risk Management, Security Management, Computer Security, Visual Basic, Access, Security+, CISSP, DB2, Information Security..., Application Security, Databases, Information Security, Microsoft SQL Server, Requirements Analysis, SDLC, Security Architecture..., Oracle, Information Technology, Unix

Education
Pennsylvania State University-Great Valley Graduate Center   2006 — 2009
Master of Science (M.S.)

Pennsylvania State University-Great Valley Graduate Center   2005 — 2006
Certificate

University of Phoenix   2000 — 2001
Bachelor of Science (BS)

Elisa Bae Elisa Bae Greater Philadelphia Area Details
Elisa Bae's Vanguard Experience October 2013 - February 2014
Job Seeking New Opportunities
Industry Apparel & Fashion
Experience
Bloomingdale's  November 2014 - February 2015
Vanguard   October 2013 - February 2014
Point Breakfast Restaurant   May 2013 - October 2013
PCX   March 2013 - May 2013
Linda's Stuff  July 2012 - March 2013
The Limited  August 2010 - April 2012
Marathon Grill  May 2007 - August 2007

Skills
Fashion, Apparel, Styling, Visual Merchandising, Sales, PowerPoint, Customer Service, Trend Analysis, Trend, Merchandising, Microsoft Word, Fashion Design, Fashion Retail, Garment Construction, Color Coordination, Teamwork, Observation, Attention To Detail, Detail Orientation, Environmental Awareness, Sewing, Trendwatching, Fashion History, Luxury Consignment, E-commerce, Designer Fashion, Retail, Sketching, Facebook, Microsoft Office, Management

Education
Philadelphia University   2010 — 2012
Bachelor's Degree, Fashion Merchandising

Philadelphia University   2005 — 2008
Fashion Design

Abington High School

Cassandra Beam Cassandra Beam Philadelphia, Pennsylvania Details
Cassandra Beam's Vanguard Experience March 2015 - Present
Job Technology researcher at Vanguard
Industry Information Technology and Services
Experience
Vanguard   March 2015 - Present
Vanguard   May 2012 - March 2015
VINtek  July 2010 - May 2012
Lockheed Martin  June 2009 - August 2009

Skills
Java, JavaScript, AngularJS, CSS, Maven, XML, JSF, JUnit, Web Services, Eclipse, RichFaces, JSP, jQuery, HTML, Microsoft SQL Server, Agile Methodologies, SQL, Software Development

Education
Pennsylvania State University-Great Valley Graduate Center   2013 — 2016
Master's Degree, Software Engineering

Saint Joseph's University   2012 — 2013
Computer Science

Roberts Wesleyan College   2006 — 2010
Bachelor of Science (B.S.), Mathematics and Computer Science

Joe E. Randolph Joe E. Randolph Charlotte, North Carolina Area Details
Joe E. Randolph's Vanguard Experience January 2010 - July 2015
Job Sr Operations Manager: Microsoft
Industry Information Technology and Services
Experience
Microsoft  August 2015 - Present
Johnson C. Smith University  March 2011 - Present
Vanguard   January 2010 - July 2015
Allen University  August 2011 - July 2013
Wachovia  February 2007 - January 2010
Wachovia  July 2005 - February 2007
Wachovia Corp  July 2004 - July 2005

Skills
Leadership, Leadership Development, Coaching, Organizational..., Performance Management, Workshop Facilitation, Conflict Resolution, Process Improvement, Employee Relations, Recruiting, Training, Team Building, Strategy, Human Resources, Project Management, Management, Public Speaking, Operations Management, Customer Service, Fundraising, Program Management, Team Leadership, Staff Development, Team Management, Event Planning

Education
Pfeiffer University   2003 — 2005
MBA, Business

Pfeiffer University   2003 — 2005
MSL, Masters in Science in Org Leadership and Development

Coker College   1995 — 1999
Bachelor of Science, Business

North Carolina Institute of Political Leadership   2014 — 2014
Graduate Certificate, Politics

Stat-A-Matrix   2008 — 2008
Six Sigma Green Belt Certification, Six Sigma Green Belt Certification

Talisha Payton Talisha Payton Greater Philadelphia Area Details
Talisha Payton's Vanguard Experience March 2014 - October 2015
Job MS Candidate in User Experience and Interaction Design
Industry Design
Experience
Delphic Digital  October 2015 - Present
Vanguard   March 2014 - October 2015
Vanguard   July 2013 - March 2014
Rochester Institute of Technology  September 2010 - May 2013
RSA The Security Division of EMC  June 2012 - August 2012
National Science Foundation  June 2011 - August 2011

Skills
System Testing, CSS, Microsoft Office, HTML5, User Experience, Web Development, User Interface Design, Interaction Design, Information Architecture, Photoshop, JavaScript, Usability Testing, Wireframes, Digital Photography, Flash, Morae, MySQL, Web Design, Adobe Creative Suite, Java

Education
Philadelphia University   2015 — 2017
Master of Science (M.S.), User Experience and Interaction Design

Rochester Institute of Technology   2009 — 2013
Bachelor of Science (BS), Information Technology, 3.51

Central High School   2005 — 2009

Caitlin Kline Caitlin Kline Greater Philadelphia Area Details
Caitlin Kline's Vanguard Experience January 2012 - Present
Job Marketing Associate at Vanguard
Industry Financial Services
Experience
Vanguard   January 2012 - Present
Vanguard   August 2006 - January 2012
Vanguard   January 2005 - August 2006
Vanguard   July 2004 - January 2005

Skills
Series 6, Relationship Management, Mutual Funds, Series 63, CRM, Marketing, Business Development, Financial Services, Investments, Project Management, Retirement Planning, Portfolio Management, Leadership, Finance, Wealth Management, Financial Analysis

Education
Pennsylvania State University-Great Valley Graduate Center   2006 — 2010
Master of Business Administration (M.B.A.), Focus in Leadership

Shippensburg University of Pennsylvania   2000 — 2004
Bachelor of Science Business Administration, Marketing

Michael Yocum Michael Yocum Greater Philadelphia Area Details
Michael Yocum's Vanguard Experience June 2015 - Present
Job The Vanguard Group
Industry Financial Services
Experience
Vanguard   June 2015 - Present
Vanguard   May 2013 - June 2015
Vanguard   August 2011 - May 2013
Vanguard   July 2010 - August 2011

Skills
Mutual Funds, Finance, Equities, Financial Analysis, Fixed Income, PowerPoint, Securities, Valuation, Microsoft Excel, Microsoft Office, Investments

Education
Saint Joseph's University   2014 — 2017
Master of Business Administration (M.B.A.), Managing Human Capital

Philadelphia University   2006 — 2010
Bachelor's degree, Finance, General

Justin Hartman Justin Hartman Greater Philadelphia Area Details
Justin Hartman's Vanguard Experience February 2015 - Present
Job Fund Financial Analyst at Vanguard
Industry Financial Services
Experience
Vanguard   February 2015 - Present
Vanguard   August 2012 - January 2015
Vanguard   June 2011 - September 2012
Olive Garden Restaurant  August 2008 - July 2011
Society for Advancement of Management  May 2010 - May 2011
Sailor's Crew Investment Club   April 2008 - April 2011
SIFE  2011 - 2011
Morgan Stanley Smith Barney  May 2010 - December 2010
Society for Advancement in Management Case Competition   January 2010 - April 2010
CFA Institute's Global Investment Research Challenge   September 2009 - March 2010

Skills
Financial Analysis, Leadership, Mutual Funds, Management, Microsoft Office, Accounting, Microsoft Excel, Access, PowerPoint, Customer Service, Public Speaking, Investments, Microsoft Word, Event Planning, Fundraising, Strategic Financial..., Prezi, Sustainability, Sustainable Business, Finance

Education
Pennsylvania State University-Great Valley Graduate Center   2012 — 2016
Master of Business Administration (M.B.A.)

Millersville University   2008 — 2011
Bachelor of Science, Business Administration; Accounting

Bill Horvath Bill Horvath Malvern, Pennsylvania Details
Bill Horvath's Vanguard Experience June 2014 - Present
Job Resultsoriented, talent developing leader of financial services professionals at Vanguard
Industry Investment Management
Experience
Vanguard   June 2014 - Present
Vanguard   April 2004 - May 2014
Vanguard   October 1993 - March 2003
Cintas  June 1988 - September 1993

Skills
Retirement Plans, Investments, Marketing Communications, Wealth Management, Fixed Income, Retirement Planning, Series 63, Pensions, Investment Strategies, Relationship Management, Strategic Financial..., Investment Advisory, Sales, Series 6, Securities, Defined Benefit, Series 7, Retirement, 401k, Investment Management, Mutual Funds, Portfolio Management, Equities, Asset Managment, Business Development, Asset Allocation, Alternative Investments, Financial Services, Financial Analysis, Hedge Funds, FINRA, ETFs, Insurance, Financial Markets, Bloomberg, Finance, Client Services, Employee Benefits, Asset Management

Education
Pennsylvania State University-Great Valley Graduate Center   1990 — 1993
Master of Management, Business Management

Villanova University   1984 — 1988
Bachelor of Science, Business Administration/Marketing

Phoenixville Area High School

Jeff Roseberry Jeff Roseberry Greater Philadelphia Area Details
Jeff Roseberry's Vanguard Experience April 1985 - March 2004
Job Project Manager at Strategic Diversified, LLC
Industry Information Services
Experience
Strategic Diversified, LLC   August 2015 - Present
Project Management +   April 2014 - Present
Premier Data Management LLC   August 2011 - May 2014
Convertible Trailer Manufacturing USA, Inc.   July 2010 - May 2012
Group Insurance & Investment Solutions   April 2005 - October 2009
MetLife  March 2004 - April 2005
Vanguard   April 1985 - March 2004

Skills
Employee Benefits, Investments, Risk Management, Cross-functional Team..., Written & Oral..., Superior Client Service, Communication, Retirement Planning, Business Planning &..., Strategy, Portfolio Management, Forecasting, Small Business, Multiple MS Applications, Collaborative Problem..., Employee Management, Business Planning, Mutual Funds, Management, Asset Management, Sales, Executive Management, Strategic Financial..., Financial Analysis, Business Development, Project Planning, 401k, Consulting, Insurance, Financial Services, Retirement, Essbase, Hyperion, Sharepoint, Hyland OnBase, Web Content, Document Lifecycle..., Document Safeguarding..., Project Management, Project Coordination, Operations Management, Team Leadership, Client Services, Equities, Document Management, Microsoft Dynamics GP, SQL, Managing Start-ups, Great Plains Software, OnBase

Education
Philadelphia University
Finance

Western Governors University
Bachelor of Science (BS), Business - I/T Management

Jacqueline Christopher Jacqueline Christopher Greater Philadelphia Area Details
Jacqueline Christopher's Vanguard Experience February 2012 - July 2014
Job Manager Vanguard Global Procurement Services
Industry Financial Services
Experience
Vanguard   February 2012 - July 2014
the-vanguard-group  July 2005 - February 2012

Skills
Financial Analysis, Strategic Financial..., Financial Modeling, Bloomberg, Banking

Education
Pennsylvania State University-Great Valley Graduate Center   2012 — 2015
Master of Business Administration (M.B.A.)

West Chester University of Pennsylvania   2001 — 2005
BS, Business Administration and Management, General

YOUSAF TAREEN YOUSAF TAREEN Norristown, Pennsylvania Details
YOUSAF TAREEN's Vanguard Experience February 2008 - Present
Job BROKERAGE ASSOCIATE at The Vanguard Group
Industry Investment Banking
Experience
The Vanguard Group  February 2008 - Present
Vanguard   February 2008 - Present
Wachovia, A Wells Fargo Company  February 2006 - February 2008
UNC Charlotte  February 2002 - May 2003

Education
Pfeiffer University   2004 — 2004
Master of Business Administration

University of North Carolina at Charlotte   2000 — 2003
BSBA, Management Info. Systems

Philip Grow Philip Grow Greater Philadelphia Area Details
Philip Grow's Vanguard Experience May 2014 - Present
Job Process Expert & Certified Lean Six Sigma Blackbelt at Vanguard
Industry Financial Services
Experience
Vanguard   May 2014 - Present
Vanguard   June 2010 - May 2014
The Vanguard Group  2007 - 2010
Vanguard   January 2003 - June 2007
Vanguard   January 1999 - January 2002

Skills
Documentum, Project Management, Enterprise Content..., Document Management, Agile Project Management, Software Project..., Process Improvement, Agile Methodologies, Program Management, Six Sigma, IT Strategy, Change Management, Lean Software..., Lean Thinking, Kanban, Scrum, Governance, Enterprise Software, Strategy, Business Analysis, SDLC

Education
Pennsylvania State University-Great Valley Graduate Center   2010 — 2015
MSIS, IT Info Science

Villanova University   2014 — 2014
Lean Six Sigma Black Belt Certification, Process Excellence

Saint Joseph's University   1987 — 1992
Finance, Minor in Philosophy

Jef Fogel Jef Fogel Greater Philadelphia Area Details
Jef Fogel's Vanguard Experience June 1997 - Present
Job Relationship Manager
Industry Financial Services
Experience
Vanguard   June 1997 - Present
Vanguard   July 1991 - May 1997
Eagle Lodge Country Club   April 1984 - November 1990

Skills
Series 6 and 63, 401k, Retirement, Defined Benefit, Relationship Management, Series 63, Qualified Retirement..., Employee Benefits, Retirement Planning, Mutual Funds, Investments, Asset Allocation, Financial Services, Wealth Management, Investment Strategies, Series 6, Financial Advisory, Management

Education
Saint Joseph's University - Erivan K. Haub School of Business   2006 — 2010
MBA, Management

Philadelphia University   1990 — 1996
BS, Management

William Penn Charter School   1976 — 1980

Ricki Bockus Ricki Bockus Greater Philadelphia Area Details
Ricki Bockus's Vanguard Experience September 2012 - Present
Job Business Systems Analyst / Project Manager at Vanguard
Industry Information Technology and Services
Experience
Vanguard   September 2012 - Present
Vanguard   January 2010 - August 2012
Vanguard   April 2004 - December 2009
The Vanguard Group  April 1997 - March 2004

Skills
SDLC, Software Project..., Business Analysis, Visio, Requirements Analysis, Requirements Gathering, Agile Methodologies, PMO, PMP, Agile Project Management, Project Management, Vendor Management, Waterfall, Project Portfolio..., MS Project, Release Management, Test Management, Quality Center, Business Requirements, User Acceptance Testing, SharePoint, Scrum, Systems Analysis, Project Delivery, Integration, Agile Testing, Business Process..., Test Strategy, Software Implementation, Software Documentation, Functional..., IT Management, Testing, Process Improvement, Resource Management, Financial Services, Program Management, Management

Education
The George Washington University
PMI, Project Management

Pennsylvania State University-Penn State Berks   1994 — 1995
Liberal Arts and Sciences/Liberal Studies

Widener University   1992 — 1993
Liberal Arts and Sciences/Liberal Studies

Springfield High School   1982 — 1986
College Prep, Computer Programming

Diane Koch Diane Koch Greater Philadelphia Area Details
Diane Koch's Vanguard Experience October 2010 - Present
Job Senior Manager of Internal Audit at Vanguard
Industry Accounting
Experience
Vanguard   October 2010 - Present
Government Accountability Office  February 2009 - November 2010
Ernst & Young  September 2004 - January 2009

Skills
Internal Controls, Auditing, SEC filings, Financial Reporting, Sarbanes-Oxley Act, Internal Audit, US GAAP, Financial Accounting, Assurance, Accounting

Education
Philadelphia University

Tavaron Raymon Tavaron Raymon Charlotte, North Carolina Area Details
Tavaron Raymon's Vanguard Experience January 2004 - Present
Job Retirement Specialist
Industry Financial Services
Experience
Vanguard   January 2004 - Present

Skills
Series 63, Series 6, Mutual Funds, Retirement Planning, Retirement, FINRA, 401k, ETFs, Human Resources

Education
Pfeiffer University   2004 — 2006
Master's degree, Organizational Leadership

Queens University of Charlotte   1996 — 2000
B.A., Communications

Mary Jane Lanza Mary Jane Lanza Greater Philadelphia Area Details
Mary Jane Lanza's Vanguard Experience May 2012 - Present
Job IT Project Manager at Vanguard
Industry Information Technology and Services
Experience
Vanguard   May 2012 - Present
Vanguard   March 2010 - May 2012
Vanguard   June 2000 - March 2010

Skills
SDLC, IT Strategy, Program Management, WebSphere Application..., DB2, Agile Methodologies, SharePoint, Software Project..., Enterprise Architecture, Agile Project Management, Software Development, SOA, Unix, Requirements Analysis, Requirements Gathering, Scrum

Education
Pennsylvania State University-Great Valley Graduate Center   2002 — 2004
MS, Information Science

Saint Joseph's University

Villa Maria Academy

Kara Tuinstra Kara Tuinstra Greater New York City Area Details
Kara Tuinstra's Vanguard Experience 1999 - 2005
Job Program Manager at Traiana
Industry Computer Software
Experience
Traiana  August 2013 - Present
Corvil  April 2012 - August 2013
Traiana  October 2010 - April 2012
Misys Banking Systems  October 2006 - October 2010
Washington Mutual  2007 - 2007
Bristol-Myers Squibb  2005 - 2006
The Vanguard Group  1999 - 2005
Vanguard   1999 - 2005

Skills
Business Analysis, Project Management, Requirements Analysis, SQL, SDLC, Risk Management, Agile Methodologies, Software Project..., Program Management, Process Improvement, Vendor Management, Requirements Gathering, Business Intelligence, IT Strategy, Integration, Visio

Education
Pennsylvania State University-Great Valley Graduate Center   2000 — 2004
MBA, Business

Pennsylvania State University-Great Valley Graduate Center   2000 — 2003
MS IS, Information Systems

West Chester University of Pennsylvania   1991 — 1996
BS, Kinesiology

NYU Stern School of Business
Leadership

Helene Holowich Helene Holowich Greater Philadelphia Area Details
Helene Holowich's Vanguard Experience June 1999 - July 2008
Job Education Consultant
Industry Hospital & Health Care
Experience
Siemens Healthcare Diagnostics  July 2008 - Present
Vanguard   June 1999 - July 2008

Skills
Team Building, Instructor-led Training, Technical Writing, Performance Consulting, Needs Analysis, Coaching, E-Learning, Project Management, Instructional Design, Leadership Development, Process Improvement, Leadership, Organizational..., Captivate, Training, Change Management, Employee Training, Microsoft Office, Adult Education

Education
Pennsylvania State University-Great Valley Graduate Center   2005 — 2009
M.Ed., Instructional Systems Training and Development

George Edwards, MLD George Edwards, MLD Allentown, Pennsylvania Area Details
George Edwards, MLD's Vanguard Experience November 2007 - Present
Job Training Team Leader at Vanguard
Industry Financial Services
Experience
Vanguard   November 2007 - Present
Vanguard   June 2004 - October 2007
Perkiomen School  September 1999 - June 2004
GE Capital  December 1996 - August 1999
MCI  September 1990 - December 1996

Skills
Six Sigma, Business Process..., Leadership Development, Instructional Design, Training, Leadership, Management, Human Resources, Process Improvement, Employee Training, Strategy, Coaching, Change Management, Performance Management, Team Building, Employee Engagement, Training Delivery, Data Analysis, Interviews, Organizational...

Education
Pennsylvania State University-Great Valley Graduate Center   2006 — 2010
MLD, Leadership Development

Saint John's University   1979 — 1984
BS, Communication Arts

Al Petrillo Al Petrillo Greater Philadelphia Area Details
Al Petrillo's Vanguard Experience November 2014 - Present
Job Procurement Facilitator at Vanguard
Industry Hospital & Health Care
Experience
Vanguard   November 2014 - Present
Nexus Medical  November 2013 - 2014
University of Pennsylvania Health System  November 2011 - October 2013
Cooper University Health Care  January 2007 - October 2011
University of Pennsylvania Health System  January 2006 - January 2007
CROZER KEYSTONE HEALTH SYSTEM  August 2003 - January 2006
Einstein Healthcare Network  November 1985 - August 2003
Metropolitan Hospital  February 1982 - November 1985

Skills
Budgets, Change Management, Contract Negotiation, Healthcare, Process Improvement, Management, Procurement, Purchasing, Analysis, Negotiation, Hospitals, Materials Management, Policy, Mergers & Acquisitions, Payroll, Clinical Research, Finance, Healthcare Information..., Healthcare Management, Operations Management, Healthcare Consulting, Leadership, Contract Management, Vendor Management, Supply Chain Management, Supply Chain, Cross-functional Team..., Strategic Planning, Team Building, EMR, Healthcare Industry, Orthopedic, EHR, Inventory Management, Medical Devices, Physicians, Project Management, Program Management, Business Process..., Six Sigma, Operating Room, Strategic Sourcing, Cardiology, Capital Equipment, Quality Assurance, Training, Nursing, Revenue Cycle, Physician Relations, Outsourcing

Education
Philadelphia College of Textiles and Science. UNDERGRADUATE: Philadelphia College of Textiles and Science   1972 — 1978
GRADUATE; B.S, Business Administration

Philadelphia University   1972 — 1978
Bachelor's degree, Business Administration and Management, General

Philip Williams Philip Williams Greater Philadelphia Area Details
Philip Williams's Vanguard Experience May 2013 - Present
Job Data Analyst at Vanguard
Industry Financial Services
Experience
Vanguard   May 2013 - Present
Vanguard   May 2011 - Present
The Vanguard Group  September 2009 - May 2011
The Vanguard Group  2005 - September 2009
The Vanguard Group  February 2006 - August 2007

Skills
Mutual Funds, Financial Services, Quality Assurance, Investments, Process Improvement, Analysis, Social Media, 401k, Series 63, Series 6, Microsoft Excel

Education
Philadelphia University   1997 — 2002
BS, Business Management

Peter Darlington Peter Darlington Greater Philadelphia Area Details
Peter Darlington's Vanguard Experience June 2008 - July 2012
Job Employee Benefits Consultant at The Rigg Darlington Group
Industry Management Consulting
Experience
The Rigg Darlington Group, Inc.   August 2012 - Present
Vanguard   June 2008 - July 2012
Turnkey Sports & Entertainment  January 2007 - May 2007

Skills
FINRA series 6 &63, Employee Benefits, Series 63, Insurance, Customer Service, Management, Sales, Strategic Planning, Leadership, Healthcare, Licensed Property &..., Licensed Life & Health..., CRM, Risk Management, Market Research, Health Insurance, Retirement, Disability Insurance, Mutual Funds, Life Insurance, Fixed Annuities, Term Life Insurance, Health Savings Accounts, Health Care Reform, Strategy

Education
Philadelphia University   2004 — 2008
Business Administration and Management, General

Darin Yamasaki Darin Yamasaki Greater Philadelphia Area Details
Darin Yamasaki's Vanguard Experience January 2013 - Present
Job Technology Specialist at Vanguard
Industry Investment Management
Experience
Vanguard   January 2013 - Present
Vanguard   March 2010 - December 2012
The Vanguard Group  June 2007 - March 2010
Ceridian  2003 - 2007
Ceridian  June 2000 - June 2003
FLX Corporation   1997 - 2000

Skills
Employee Benefits, Ceridian, Payroll, SharePoint, SDLC, Requirements Analysis, Visio, Agile Methodologies, Business Analysis, SQL, Requirements Gathering, Microsoft SQL Server

Education
Pennsylvania State University-Great Valley Graduate Center   2006 — 2009
MSIS, Information Science

Rowan University   1994 — 1997
BA, Applied Mathematics

Rutgers, The State University of New Jersey-New Brunswick   1988 — 1991

Larry Wand Larry Wand Greater Los Angeles Area Details
Larry Wand's Vanguard Experience September 2009 - March 2011
Job Vice President Digital Product Management at Capital Group/American Funds
Industry Financial Services
Experience
Capital Group  March 2012 - Present
Vanguard   September 2009 - March 2011
Vanguard   July 2006 - August 2009
Vanguard   June 2004 - July 2006
Vanguard   March 2003 - June 2004
Vanguard   June 1999 - March 2003
Vanguard   February 1997 - June 1999

Skills
Mutual Funds, Financial Services, Series 63, Relationship Management, Process Improvement, SDLC, Business Analysis, User Experience, Leadership, Business Process..., Retirement, CRM, Product Management, Strategic Planning, Investments, Management, Portfolio Management, Strategy, Risk Management

Education
Philadelphia University   1990 — 1995
Bachelor of Science (B.S.), Finance

Philadelphia University

Ann Randles Logan, SPHR Ann Randles Logan, SPHR Greater Philadelphia Area Details
Ann Randles Logan, SPHR's Vanguard Experience January 2013 - Present
Job Senior Manager at Vanguard
Industry Financial Services
Experience
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

Don Lancaster Don Lancaster Greater Philadelphia Area Details
Don Lancaster's Vanguard Experience January 2013 - July 2013
Job Application Developer at Medidata Solutions
Industry Information Technology and Services
Experience
Medidata Solutions  2014 - Present
Merck  August 2013 - December 2014
Vanguard   January 2013 - July 2013
McKesson Health IT  August 2012 - December 2012
Defense Logistics Agency  August 2011 - August 2012
Octagon Research Solutions  August 2008 - August 2011
Johnson & Johnson  November 2007 - July 2008

Skills
SDLC, Databases, PL/SQL, Business Intelligence, Oracle SQL Developer, SQL, Oracle, ETL, Data Warehousing, XML, JavaScript

Education
Pennsylvania State University-Great Valley Graduate Center   1998 — 1999
Master's degree, Information Science

University of Arizona   1982 — 1986
Bachelor of Science (B.S.), Chemistry (Minor in Mathematics)

Jennifer Saller Jennifer Saller Greater Philadelphia Area Details
Jennifer Saller's Vanguard Experience 1984 - 2001
Job Former Assistant Buyer at QVC
Industry Retail
Experience
QVC  June 2009 - March 2014
Play Nice Children's Boutique, Inc.   2003 - 2006
Vanguard   1984 - 2001

Education
Villanova University
BS, Business Administration and Management, General

Philadelphia University

Carol Lukens Carol Lukens Greater Philadelphia Area Details
Carol Lukens's Vanguard Experience September 2012 - July 2014
Job Project Manager Talent|REWARD Towers Watson
Industry Human Resources
Experience
Towers Watson  July 2014 - Present
Vanguard   September 2012 - July 2014
ARAMARK  April 2005 - September 2012
Towers Perrin  2003 - 2005
SPX Corporation  2000 - 2002
MBH Consulting   2000 - 2001
Answerthink Consulting  1998 - 1999
EnviroSource   1988 - 1998

Skills
Performance Management, Vendor Management, Human Resources, Process Improvement, HRIS, Change Management

Education
Philadelphia University   2005 — 2011
BS, Human Resources

Kristi Dolfi Kristi Dolfi Greater Philadelphia Area Details
Kristi Dolfi's Vanguard Experience July 2008 - Present
Job Line Manager at Vanguard
Industry Market Research
Experience
Vanguard   July 2008 - Present
MSI  March 2005 - June 2008
TNS NFO  2002 - 2005

Skills
Customer Insight, Market Research, Segmentation, Competitive Analysis, Business Planning, Marketing Research, Analytics, Strategy, CRM, Competitive Intelligence, Analysis, Data Analysis, Cross-functional Team..., Market Analysis, Financial Services

Education
Philadelphia University   1996 — 2000
marketing

Janet Brower, M. Ed, SPHR Janet Brower, M. Ed, SPHR Greater Philadelphia Area Details
Janet Brower, M. Ed, SPHR's Vanguard Experience February 2012 - Present
Job Learning & Development Professional, ScrumMaster at Vanguard
Industry Financial Services
Experience
Vanguard   February 2012 - Present
Vanguard   January 2008 - February 2012
Vanguard   March 2001 - December 2008
Vanguard   August 1997 - March 2001
Becket & Lee LLP  1995 - 1997

Skills
Instructional Design, Project Management, Leadership, Management, Agile Methodologies, Agile Project Management, Scrum, Quality Assurance, Strategic Partnerships, Communication, Business Planning, Business Process..., Time Management, Program Management

Education
Pennsylvania State University-Great Valley Graduate Center   2001 — 2003
Master's Degree, Instructional Design

West Chester University of Pennsylvania   1988 — 1990
Bachelor's Degree, Education

Erica Adams Erica Adams Greater Philadelphia Area Details
Erica Adams's Vanguard Experience October 2013 - Present
Job Supervisor in Fund Financial Services at Vanguard
Industry Financial Services
Experience
Vanguard   October 2013 - Present
Pershing, a BNY Mellon company  November 2010 - October 2013
Pershing, a BNY Mellon Company  June 2006 - November 2010
PNC Managed Investments (formerly PFPC)   August 2004 - May 2006

Skills
Financial Services, Mutual Funds, Asset Management, Business Requirements, Corporate Actions, Analysis, Microsoft Excel, Separately Managed..., Business Planning, Business Testing, Cost Basis, Operational Efficiency, Operational Excellence, Security APL, Transaction Processing, Unified Managed Accounts

Education
Villanova University   2001 — 2004
MBA, Finance

Philadelphia University   1997 — 2001
Bachelors, Finance

Nicola Clarke, GPHR Nicola Clarke, GPHR Greater Philadelphia Area Details
Nicola Clarke, GPHR's Vanguard Experience January 2014 - Present
Job HR Business Consultant, Canada
Industry Investment Management
Experience
Vanguard   January 2014 - Present
Vanguard   September 2012 - November 2013
Vanguard   March 2011 - September 2012
Vanguard   July 2009 - March 2011
Vanguard   January 2007 - July 2009
Vanguard   March 2006 - December 2006
Vanguard   January 2005 - March 2006
Vanguard   January 2001 - December 2004
Vanguard   December 1999 - December 2000
Vanguard   December 1998 - December 1999

Skills
Human Resources, Management, Leadership, Onboarding, Talent Management, Performance Management, Process Improvement, Employee Benefits, Organizational..., Project Management

Education
Pennsylvania State University-Great Valley Graduate Center   1994 — 1996
M. Mgmt., Business Studies

University of East Anglia
BA, European Studies

Jennifer McLaughlin Jennifer McLaughlin Raleigh-Durham, North Carolina Area Details
Jennifer McLaughlin's Vanguard Experience 2000 - 2006
Job Director, User Experience Design at Fidelity Investments
Industry Information Technology and Services
Experience
Fidelity Investments  January 2012 - Present
GSI Commerce, an eBay Inc. company   January 2011 - January 2012
TrueAction, A GSI Commerce Company  2008 - January 2011
Wyeth Pharmaceuticals  2006 - 2008
Vanguard   2000 - 2006

Skills
User Experience, Information Architecture, Usability Testing, Interaction Design, User Research, User-centered Design

Education
Pennsylvania State University-Great Valley Graduate Center
M.S., Information Science

Joanne Dollarton Joanne Dollarton Greater Philadelphia Area Details
Joanne Dollarton's Vanguard Experience July 2007 - Present
Job Principal at The Vanguard Group
Industry Investment Management
Experience
Vanguard   July 2007 - Present
The Vanguard Group  2001 - Present
Vanguard   January 2004 - July 2007
Vanguard   January 2003 - January 2004
Vanguard   August 2001 - January 2003
Vanguard   January 2000 - August 2001

Skills
Investments, ETFs, Mutual Funds, Asset Allocation, Process Improvement, Series 63, Financial Services, Asset Management, Series 7, Wealth Management, Strategic Financial..., 401k, Retirement, Strategic Planning

Education
Saint Joseph's University   2004 — 2007
MBA, Finance

Philadelphia University   1982 — 1986
BS, Accounting

Julie Simek Julie Simek Greater Philadelphia Area Details
Julie Simek's Vanguard Experience May 2014 - Present
Job User Experience Research Manager at Vanguard
Industry Financial Services
Experience
Vanguard   May 2014 - Present
Vanguard   June 2012 - May 2014
Vanguard   February 2008 - June 2012
Vanguard   2006 - 2008
Vanguard   2004 - 2006

Skills
Knowledge Management, Communications, Enterprise Mobility, User Experience, Usability, Leadership, User Research

Education
Pennsylvania State University-Great Valley Graduate Center   2007 — 2009
Master of Education (M.Ed.), Instructional Systems

Valparaiso University   1992 — 1996
Bachelor's degree, History

Arecka Foote Arecka Foote Greater Philadelphia Area Details
Arecka Foote's Vanguard Experience January 2014 - Present
Job Controls Operations Manager at Vanguard
Industry Financial Services
Experience
Vanguard   January 2014 - Present
Vanguard   January 2012 - January 2014
The Vanguard Group  2009 - 2011
Vanguard   January 2007 - May 2009
Vanguard   March 1999 - December 2006

Skills
Business Analysis, Software Project..., SDLC, Requirements Analysis, Vendor Management, Program Management, Process Improvement, General Management, Privacy Protection, Compliance Oversight, Access Control, Coaching, Leadership Development, PMO Development, Business Intelligence, PMO, Management, Project Management

Education
Pennsylvania State University-Great Valley Graduate Center   2005 — 2008
Master of Leadership Development

University of Maryland Baltimore County
Bachelor of Science (BS), Management Information Systems

Kathryn Bangert Kathryn Bangert Greater Philadelphia Area Details
Kathryn Bangert's Vanguard Experience February 2012 - Present
Job Client Relationship Associate at Vanguard
Industry Investment Management
Experience
Vanguard   February 2012 - Present
The Carney Group  January 2010 - January 2012
The Carney Group  January 2010 - April 2011
Iron Mountain  November 2005 - November 2009
The People's Light and Theatre Company   January 2005 - June 2006
Intelliscan, Inc   March 1998 - November 2005
Starbucks Corporation  March 1996 - August 1997

Skills
Salesforce.com, Recruiting, Customer Service, Call Center, Building Relationships, Lead Generation, Sales Process, Consulting, Telemarketing, Outlook, Solution Selling, Team Building, Sales, Direct Sales, Resume

Education
Pennsylvania State University-Great Valley Graduate Center   1994 — 2002
M.Ed., Instructional Systems

West Chester University
B.A, Speech Communication/Theatre

Angel Johns Angel Johns Charlotte, North Carolina Area Details
Angel Johns's Vanguard Experience April 2014 - Present
Job Information Security Analyst at Vanguard
Industry Financial Services
Experience
Vanguard   April 2014 - Present
Vanguard   February 2007 - Present
Vanguard   April 2012 - April 2014
Sanchez   2005 - 2006
Sanchez   2005 - 2006

Skills
Visio, Technical Support, Lotus Notes, SharePoint, HP Service Manager, IPS, IDS, Unix, VMS, Blackberry, Windows 7, Windows XP Pro, MS Project, Microsoft Office 2007, Sametime, vpn, Citrix, Aruba Wireless, CVE, Symantec Endpoint..., qualys, Mac OS, Firewalls, Tealeaf, WIDS, LogRhythm, Proteus, Websense, Active Directory

Education
Walden University   2011 — 2013
Master of Science (M.S.), Management Information Systems and Services, 3.8

Philadelphia University
Bachelor of Science (B.S.), Management Information Systems, General

Joel Manon Joel Manon Greater Philadelphia Area Details
Joel Manon's Vanguard Experience Database ConsultantScott Paper1989 - 1990
Job Database Administrator at Vanguard
Industry Financial Services
Experience
Vanguard   Database ConsultantScott Paper1989 - 1990

Skills
Sybase, Software Project..., DB2, PL/SQL, Data Modeling, Database Administration, SQL, SOA, Database Design, Oracle, Enterprise Architecture, Requirements Analysis, Unix, SDLC, Databases, Data Warehousing, Solaris, Agile Methodologies, Microsoft SQL Server, Oracle RAC, SQL Tuning, Visio

Education
Pennsylvania State University-Great Valley Graduate Center   2007 — 2010
Masters, Software Engineering

Andy Escobar Andy Escobar West Palm Beach, Florida Area Details
Andy Escobar's Vanguard Experience January 2004 - December 2004
Job Business Analyst at LexisNexis
Industry Information Technology and Services
Experience
LexisNexis  January 2004 - Present
Red Prairie  August 2011 - May 2012
Vanguard   January 2004 - December 2004
Air Force  January 1998 - January 2003

Skills
Business Analysis, SharePoint, Visio, Software Documentation, Call Center, Business Requirements, Troubleshooting, Process Improvement, Call Centers, Management, Product Management, Team Building, Training, Windows, Analysis

Education
Peru State College   2001 — 2003
Bachelors in Technology, Business Management

Univ. of Nebraska/Peru State College
B.S, Business Management

Metro. Community College

Angel Johns Angel Johns Greater Philadelphia Area Details
Angel Johns's Vanguard Experience April 2012 - Present
Job Desktop Support Specialist at Vanguard
Industry Information Technology and Services
Experience
Vanguard   April 2012 - Present
Vanguard   January 2007 - April 2012
Crime and Justice Research Institue   1998 - 2000
Crime and Justice Research Institue   1998 - 2000

Skills
Technical Support, SharePoint, Active Directory, Disaster Recovery, Windows XP, Windows 7, Windows Server, Troubleshooting, Software Documentation, SDLC, Lotus Notes

Education
Walden University   2011 — 2013
Master's degree, Information Systems Management

Philadelphia University
Bachelor of Science (B.S.), Management Information Systems, General

Doreen Brady Doreen Brady Greater Philadelphia Area Details
Doreen Brady's Vanguard Experience 2000 - 2002
Job
Industry Education Management
Experience
Avon Grove Charter School  August 2008 - Present
Vanguard   2000 - 2002

Skills
Elementary Education, Educational Leadership, K-12, Classroom, Curriculum Development, Differentiated..., Lesson Planning, Teacher Training, Special Education, Curriculum Design, Teaching, Staff Development, Tutoring, Instructional Design, Instructional Technology, Classroom Management

Education
Pennsylvania State University-Great Valley Graduate Center
MEd, Instructional Systems

University of Delaware - Lerner College of Business and Economics
BS, Business Administration

West Chester University of Pennsylvania
Pennsylvania Certification, Elementary Education

Andrienne Spann, MSL Andrienne Spann, MSL Charlotte, North Carolina Area Details
Andrienne Spann, MSL's Vanguard Experience September 2010 - December 2011
Job Retirement Consultant at TIAACREF
Industry Human Resources
Experience
TIAA-CREF  March 2013 - Present
Service Intelligence  January 2012 - September 2012
Vanguard   September 2010 - December 2011
Service Intelligence  April 2010 - September 2010
Carolinas Healthcare System  August 2008 - April 2010
United States Department of Labor  June 2004 - May 2009
North Carolina ARMY National Guard  January 2000 - November 2005

Skills
Series 6, Series 63, Leadership Development, Human Resources, Traditional Labor Law, Microsoft Office, Oral and Written..., Interpersonal Skills, Negotiation Skills, Analytical Skills, Detailed Organization, Close Attention to..., Negotiation, Interviews

Education
Pfeiffer University   2010 — 2012
Master's degree, Leadership and Organizational Change, 3.5

University of North Carolina at Charlotte   2004 — 2009
Bachelor of Arts (BA), Psychology

Keith Halpern Keith Halpern Greater Philadelphia Area Details
Keith Halpern's Vanguard Experience December 2012 - Present
Job Senior Research Associate at Vanguard
Industry Financial Services
Experience
Vanguard   December 2012 - Present
Vanguard   January 2009 - December 2012
Vanguard   January 2004 - January 2009
Vanguard   June 2002 - January 2004

Skills
Fixed Income Analysis, Municipal Bonds, Pensions, Toll Roads, Higher Education, Airports, DMAIC

Education
Philadelphia University   1998 — 2002
Bachelor of Science (BS), Finance, General

Daniel Vilardo Daniel Vilardo Reading, Pennsylvania Area Details
Daniel Vilardo's Vanguard Experience September 2008 - Present
Job
Industry Financial Services
Experience
Vanguard   September 2008 - Present
Ameriprise Financial Services, Inc.   December 2005 - August 2006

Skills
Data Analysis, Cognos, Documentum, Financial Reporting, Financial Analysis, SharePoint Designer, SharePoint, Business Analysis, Social Media Marketing

Education
Pennsylvania State University-Penn State Berks   2002 — 2006
Bachelor of Science (BS), Finance, General

wilson

Edward Barger Edward Barger Greater Philadelphia Area Details
Edward Barger's Vanguard Experience April 2013 - September 2014
Job Manager, Investor Relations at Teva Pharmaceuticals
Industry Financial Services
Experience
Teva Pharmaceuticals  October 2014 - Present
Vanguard   April 2013 - September 2014
Vanguard   April 2013 - September 2014
Vanguard   April 2011 - March 2013
Vanguard   April 2009 - March 2011

Skills
Corporate Finance, Financial Modeling, Financial Analysis, Equity Trading, Options Strategies, Option Pricing Models

Education
Pennsylvania State University-Great Valley Graduate Center   2009 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.8

Pennsylvania State University-Great Valley Graduate Center   2010 — 2011
Master in Finance, Financial Modeling and Corporate Finance, 3.9

Chuck Linn Chuck Linn Greater Philadelphia Area Details
Chuck Linn's Vanguard Experience 2004 - Present
Job Planning and Development Manager at Vanguard
Industry Financial Services
Experience
Vanguard   2004 - Present
Vanguard   2000 - 2004
Vanguard   1998 - 2000

Skills
Product Development, People Management, Operations Management, Project Management, Strategic Planning, Leadership, Business Strategy, Management, Analysis

Education
Philadelphia University   1988 — 1990
Master of Business Administration (MBA), International Business

University of Delaware   1982 — 1986
Bachelor of Arts (BA), Political Science and Government

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