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 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
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
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
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
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
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
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
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
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
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
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
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
Vanguard 2000 - Present
Education
Pennsylvania State University-Great Valley Graduate Center 2004 — 2006
MBA, International Finance
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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