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
Employee
Years
Job
Industry
Tate Plangemann Tate Plangemann's Vanguard Experience May 2014 - May 2015
Job EMC at KPMG
Industry Management Consulting
Experience
KPMG May 2015 - Present
Vanguard May 2014 - May 2015
Vanguard October 2012 - May 2014
Ameriprise Financial Services, Inc. January 2012 - May 2012
Skills
Retirement Planning, Investment Strategies, Financial Services, Investments, CRM, Analysis, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Financial Advisory, Finance
Education
Rider University 2008 — 2012
Bachelor of Science, Finance
KPMG May 2015 - Present
Vanguard May 2014 - May 2015
Vanguard October 2012 - May 2014
Ameriprise Financial Services, Inc. January 2012 - May 2012
Skills
Retirement Planning, Investment Strategies, Financial Services, Investments, CRM, Analysis, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Financial Advisory, Finance
Education
Rider University 2008 — 2012
Bachelor of Science, Finance
Burke LaShell Burke LaShell's Vanguard Experience December 2009 - September 2012
Job Chief Technology Officer at SkillSurvey
Industry Information Technology and Services
Experience
SkillSurvey September 2012 - Present
Vanguard December 2009 - September 2012
Vanguard January 2007 - January 2010
Vanguard January 2003 - January 2007
Vanguard March 2000 - January 2002
Vanguard December 1998 - March 2000
Alternative Resources Corporation June 1996 - December 1998
International Paper 1994 - 1996
Skills
Lean Startup, Lean Software..., Agile Methodologies, Scrum, Continuous Delivery, Agile Project Management, Program Management, Software Project..., Software Development, Enterprise Architecture, Business Analysis, IT Strategy, Woodworking, AutoCAD, CNC Mill, Stained Glass, Atlassian JIRA, Atlassian GreenHopper, Offshore Software..., Kanban, Quality Assurance, Architecture, SDLC, Project Management, Visio, Enterprise Software, Requirements Analysis, Team Leadership, Test Automation, Websphere, Management, Selenium, Vendor Management, Jenkins, SOA, Requirements Gathering, Continuous Integration, Web Services, Database Design, Business Intelligence, Technical Leadership, Web Applications, IT Management, SharePoint, Data Modeling, Integration, Data Warehousing, Architectures, WebSphere, SaaS
Education
University of Pennsylvania - The Wharton School 1998 — 2002
Master of Science in Engineering, Management of Technology
Purdue University 1988 — 1994
BS, Computer Information Systems
SkillSurvey September 2012 - Present
Vanguard December 2009 - September 2012
Vanguard January 2007 - January 2010
Vanguard January 2003 - January 2007
Vanguard March 2000 - January 2002
Vanguard December 1998 - March 2000
Alternative Resources Corporation June 1996 - December 1998
International Paper 1994 - 1996
Skills
Lean Startup, Lean Software..., Agile Methodologies, Scrum, Continuous Delivery, Agile Project Management, Program Management, Software Project..., Software Development, Enterprise Architecture, Business Analysis, IT Strategy, Woodworking, AutoCAD, CNC Mill, Stained Glass, Atlassian JIRA, Atlassian GreenHopper, Offshore Software..., Kanban, Quality Assurance, Architecture, SDLC, Project Management, Visio, Enterprise Software, Requirements Analysis, Team Leadership, Test Automation, Websphere, Management, Selenium, Vendor Management, Jenkins, SOA, Requirements Gathering, Continuous Integration, Web Services, Database Design, Business Intelligence, Technical Leadership, Web Applications, IT Management, SharePoint, Data Modeling, Integration, Data Warehousing, Architectures, WebSphere, SaaS
Education
University of Pennsylvania - The Wharton School 1998 — 2002
Master of Science in Engineering, Management of Technology
Purdue University 1988 — 1994
BS, Computer Information Systems
Ryan Korp Ryan Korp's Vanguard Experience July 2014 - July 2015
Job Senior Financial Analyst Wyndham Hotel Group at Wyndham Worldwide
Industry Hospitality
Experience
Wyndham Worldwide 2015 - Present
Vanguard July 2014 - July 2015
JPMorgan Chase August 2013 - June 2014
Rider University Economics Department January 2013 - May 2013
Rider University September 2010 - May 2013
Weis Markets July 2008 - May 2013
Lehigh Valley IronPigs May 2011 - September 2011
Skills
Oral & Written..., Microsoft Excel, Stata, PowerPoint, Time Management, Microsoft Word, Microsoft Office, Teamwork, Access, Facebook, Research, Social Networking, Social Media, Customer Service, Critical Thinking, Leadership, Marketing
Education
Rider University 2009 — 2013
Bachelor of Science (BS), Economics
Wyndham Worldwide 2015 - Present
Vanguard July 2014 - July 2015
JPMorgan Chase August 2013 - June 2014
Rider University Economics Department January 2013 - May 2013
Rider University September 2010 - May 2013
Weis Markets July 2008 - May 2013
Lehigh Valley IronPigs May 2011 - September 2011
Skills
Oral & Written..., Microsoft Excel, Stata, PowerPoint, Time Management, Microsoft Word, Microsoft Office, Teamwork, Access, Facebook, Research, Social Networking, Social Media, Customer Service, Critical Thinking, Leadership, Marketing
Education
Rider University 2009 — 2013
Bachelor of Science (BS), Economics
Josef Lee Josef Lee's Vanguard Experience October 2014 - Present
Job Correspondence Associate, Focus on Social Media at Vanguard
Industry Financial Services
Experience
Vanguard October 2014 - Present
Vanguard August 2013 - October 2014
Vanguard January 2013 - August 2013
Skills
Mutual Funds, Series 7, Finance, Series 63, Equities, Bloomberg, ETFs, Economics, Financial Services, Asset Allocation, Communication, Social Skills, Teamwork, Microsoft Excel, Social Media, Client Correspondence
Education
University of Arizona 2008 — 2012
Bachelor of Science (BS), Economics
Pima Community College 2009 — 2010
Business/Managerial Economics
Vanguard October 2014 - Present
Vanguard August 2013 - October 2014
Vanguard January 2013 - August 2013
Skills
Mutual Funds, Series 7, Finance, Series 63, Equities, Bloomberg, ETFs, Economics, Financial Services, Asset Allocation, Communication, Social Skills, Teamwork, Microsoft Excel, Social Media, Client Correspondence
Education
University of Arizona 2008 — 2012
Bachelor of Science (BS), Economics
Pima Community College 2009 — 2010
Business/Managerial Economics
Derek Barton Derek Barton's Vanguard Experience April 2012 - July 2013
Job Sales Agent at HealthPlanOne, LLC
Industry Financial Services
Experience
HealthPlanOne, LLC September 2014 - Present
GetInsured.com October 2013 - September 2014
Vanguard April 2012 - July 2013
Vanguard November 2011 - April 2012
Choice Hotels International July 2011 - October 2011
QBE Insurance December 2010 - July 2011
JPMorgan Chase August 2010 - December 2010
HCC Insurance August 2007 - February 2010
Scottsdale Insurance Company December 1998 - August 2007
Skills
Insurance, Underwriting, Analysis, Excel, Customer Relations, Access, Customer Service, Word, Outlook, PowerPoint, Call Center, Problem Solving
Education
Western International University 2007 — 2007
Purdue University 1990 — 1992
HealthPlanOne, LLC September 2014 - Present
GetInsured.com October 2013 - September 2014
Vanguard April 2012 - July 2013
Vanguard November 2011 - April 2012
Choice Hotels International July 2011 - October 2011
QBE Insurance December 2010 - July 2011
JPMorgan Chase August 2010 - December 2010
HCC Insurance August 2007 - February 2010
Scottsdale Insurance Company December 1998 - August 2007
Skills
Insurance, Underwriting, Analysis, Excel, Customer Relations, Access, Customer Service, Word, Outlook, PowerPoint, Call Center, Problem Solving
Education
Western International University 2007 — 2007
Purdue University 1990 — 1992
Mayr Budny's Vanguard Experience March 2013 - June 2013
Job Design Director, Experience Strategy
Industry Design
Experience
Red Privet, LLC November 2013 - Present
Cadient Group June 2013 - November 2013
Vanguard March 2013 - June 2013
notsoldseparately July 2001 - February 2013
Athletix Inc. June 1990 - March 1994
FTB Publishers May 1985 - September 1989
Skills
User-centered Design, User Interface Design, Interaction Design, User Experience, Experience Design, Graphic Design, Information Architecture, Visual Design, Rapid Prototyping, Information Design, Design Thinking, Front-end, Adobe Creative Suite, HTML, Creative Direction, User Interface, Design Management, Contextual Research, Behavior Change, Content Strategy, Agile Methodolgy
Education
Pratt Institute 1997 — 2001
Master of Fine Arts (MFA), School of Art and Design, Interactive Arts - Digital Arts
San Francisco State University
School of Arts, Fine and Studio Arts
Virginia Commonwealth University
School of the Arts, Communication Arts and Design
Red Privet, LLC November 2013 - Present
Cadient Group June 2013 - November 2013
Vanguard March 2013 - June 2013
notsoldseparately July 2001 - February 2013
Athletix Inc. June 1990 - March 1994
FTB Publishers May 1985 - September 1989
Skills
User-centered Design, User Interface Design, Interaction Design, User Experience, Experience Design, Graphic Design, Information Architecture, Visual Design, Rapid Prototyping, Information Design, Design Thinking, Front-end, Adobe Creative Suite, HTML, Creative Direction, User Interface, Design Management, Contextual Research, Behavior Change, Content Strategy, Agile Methodolgy
Education
Pratt Institute 1997 — 2001
Master of Fine Arts (MFA), School of Art and Design, Interactive Arts - Digital Arts
San Francisco State University
School of Arts, Fine and Studio Arts
Virginia Commonwealth University
School of the Arts, Communication Arts and Design
Shelley Osborn Shelley Osborn's Vanguard Experience September 2006 - August 2008
Job Project Coordinator at Fazzari Flooring
Industry Construction
Experience
Fazzari Floor Covering February 2015 - Present
Nwestco December 2014 - February 2015
Menlo Worldwide Logistics December 2009 - September 2010
Vanguard September 2006 - August 2008
Walgreens.com May 2004 - September 2006
Consolidated Freightways March 1994 - December 2002
Skills
Accounting, Customer Service, Customer Service...
Education
Portland Community College 2013 — 2015
Associate of Arts and Sciences (A.A.S.), Accounting, 3.52
Fazzari Floor Covering February 2015 - Present
Nwestco December 2014 - February 2015
Menlo Worldwide Logistics December 2009 - September 2010
Vanguard September 2006 - August 2008
Walgreens.com May 2004 - September 2006
Consolidated Freightways March 1994 - December 2002
Skills
Accounting, Customer Service, Customer Service...
Education
Portland Community College 2013 — 2015
Associate of Arts and Sciences (A.A.S.), Accounting, 3.52
Jeff Barra's Vanguard Experience July 2013 - September 2013
Job Financial Services Professional • Helping Individuals, Families & Business Owners to Create, Build & Preserve Wealth
Industry Financial Services
Experience
NYLIFE Securities LLC March 2015 - Present
New York Life Insurance Company August 2014 - Present
Ernest J. Jones Associates, Inc. October 2013 - August 2014
Vanguard July 2013 - September 2013
Alliance Bank of Arizona September 2010 - July 2013
Wells Fargo Bank January 2008 - September 2010
Skills
Sales, Relationship Management, Retirement, Life Insurance, Estate Planning, Retirement Planning, Small Business, 401k Rollovers, Annuity Sales, Asset Protection, Business Exit Strategy, Business Insurance..., Business Planning, Business Succession..., Buy-sell Agreements, Charitable Giving, Education Funding..., Employee Benefits, Fixed Annuities, Grandchild Gifting, Income Protection, Key Person Protection, Life Insurance..., Lifetime Income..., Long-Term Care Insurance, Multi-Generational..., Multi-Generational..., Permanent Life Insurance, Personal Finance, Protection..., Retirement Income..., Succession Planning, Term Life Insurance, Wealth Preservation..., Wealth Transfer..., Building Relationships, Business Development, Business Networking, Marketing, New Business Development, Public Speaking, Social Media Marketing, Strategic Planning, Time Management
Education
Phoenix Seminary 2011 — 2013
Graduate Diploma, Biblical Studies
Arizona State University 2005 — 2010
Bachelor of Arts (BA), History
NYLIFE Securities LLC March 2015 - Present
New York Life Insurance Company August 2014 - Present
Ernest J. Jones Associates, Inc. October 2013 - August 2014
Vanguard July 2013 - September 2013
Alliance Bank of Arizona September 2010 - July 2013
Wells Fargo Bank January 2008 - September 2010
Skills
Sales, Relationship Management, Retirement, Life Insurance, Estate Planning, Retirement Planning, Small Business, 401k Rollovers, Annuity Sales, Asset Protection, Business Exit Strategy, Business Insurance..., Business Planning, Business Succession..., Buy-sell Agreements, Charitable Giving, Education Funding..., Employee Benefits, Fixed Annuities, Grandchild Gifting, Income Protection, Key Person Protection, Life Insurance..., Lifetime Income..., Long-Term Care Insurance, Multi-Generational..., Multi-Generational..., Permanent Life Insurance, Personal Finance, Protection..., Retirement Income..., Succession Planning, Term Life Insurance, Wealth Preservation..., Wealth Transfer..., Building Relationships, Business Development, Business Networking, Marketing, New Business Development, Public Speaking, Social Media Marketing, Strategic Planning, Time Management
Education
Phoenix Seminary 2011 — 2013
Graduate Diploma, Biblical Studies
Arizona State University 2005 — 2010
Bachelor of Arts (BA), History
Rob Szatkowski Rob Szatkowski's Vanguard Experience August 2007 - Present
Job Senior UX Designer
Industry Design
Experience
Vanguard August 2007 - Present
Lerne 2002 - Present
Delphic Sage November 2003 - August 2007
Skills
Art Direction, User Experience, Mobile Design, Information Architecture, Interaction Design, CSS, Information..., Typography
Education
Philadelphia University 1999 — 2003
Bachelor of Science (BS), Graphic Design Communication
Vanguard August 2007 - Present
Lerne 2002 - Present
Delphic Sage November 2003 - August 2007
Skills
Art Direction, User Experience, Mobile Design, Information Architecture, Interaction Design, CSS, Information..., Typography
Education
Philadelphia University 1999 — 2003
Bachelor of Science (BS), Graphic Design Communication
Kevin Shiau Kevin Shiau's Vanguard Experience June 2007 - August 2007
Job Business Operations at Tesla
Industry Renewables & Environment
Experience
Amazon June 2014 - August 2014
First Solar July 2011 - July 2013
Citigroup June 2009 - July 2011
Merrill Lynch June 2008 - August 2008
Vanguard June 2007 - August 2007
Skills
Financial Modeling, Valuation, Corporate Finance, Due Diligence, Capital Markets, Investment Banking, Financial Analysis, Economics, Bloomberg, Equities, Structured Finance, Project Finance, Mergers, Private Equity, Data Analysis, Investments, Renewable Energy, Financial Structuring, Emerging Markets, Fixed Income
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA)
Princeton University 2005 — 2009
A.B., Economics, Cum Laude
Amazon June 2014 - August 2014
First Solar July 2011 - July 2013
Citigroup June 2009 - July 2011
Merrill Lynch June 2008 - August 2008
Vanguard June 2007 - August 2007
Skills
Financial Modeling, Valuation, Corporate Finance, Due Diligence, Capital Markets, Investment Banking, Financial Analysis, Economics, Bloomberg, Equities, Structured Finance, Project Finance, Mergers, Private Equity, Data Analysis, Investments, Renewable Energy, Financial Structuring, Emerging Markets, Fixed Income
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA)
Princeton University 2005 — 2009
A.B., Economics, Cum Laude
Grant Garlinghouse Grant Garlinghouse's Vanguard Experience October 2010 - August 2012
Job Consultant at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group August 2014 - Present
The Boston Consulting Group June 2013 - August 2013
Vanguard October 2010 - August 2012
Quorum Business Solutions July 2007 - October 2010
Education
The University of Texas at Austin - The Red McCombs School of Business 2012 — 2014
Master of Business Administration (MBA)
Rice University 2003 — 2007
BA, Chemistry, English
Orono High School 1999 — 2003
The Boston Consulting Group August 2014 - Present
The Boston Consulting Group June 2013 - August 2013
Vanguard October 2010 - August 2012
Quorum Business Solutions July 2007 - October 2010
Education
The University of Texas at Austin - The Red McCombs School of Business 2012 — 2014
Master of Business Administration (MBA)
Rice University 2003 — 2007
BA, Chemistry, English
Orono High School 1999 — 2003
Gloria Blakeley Gloria Blakeley's Vanguard Experience August 1999 - September 2006
Job Team Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF October 2006 - Present
Vanguard August 1999 - September 2006
Aetna Life & Casualty Co May 1975 - August 1994
Skills
Series 6, Series 24, Retirement Services, Series 7, Series 63, 401k, FINRA, Financial Services, Wealth Management, Retirement Planning, Retirement, Securities
Education
Rensselaer Polytechnic Institute 1988 — 1991
Masters, Business Administration
TIAA-CREF October 2006 - Present
Vanguard August 1999 - September 2006
Aetna Life & Casualty Co May 1975 - August 1994
Skills
Series 6, Series 24, Retirement Services, Series 7, Series 63, 401k, FINRA, Financial Services, Wealth Management, Retirement Planning, Retirement, Securities
Education
Rensselaer Polytechnic Institute 1988 — 1991
Masters, Business Administration
Evan Burns's Vanguard Experience June 2015 - Present
Job Client Relationship Associate at Vanguard
Industry Capital Markets
Experience
Vanguard June 2015 - Present
Queen's Real Estate Investment Conference October 2014 - April 2015
Queen's University March 2014 - April 2015
Queen's Capital September 2013 - April 2015
TD Asset Management (USA) May 2014 - August 2014
TD Asset Management May 2013 - August 2013
USA Hockey September 2004 - August 2013
Fieldpoint Private Bank and Trust May 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Economics, Microsoft Word, Research, Salesforce.com, Black Diamond, Jack Henry, LaserApp, WealthX, NetX360, Microsoft SQL Server, Data Analysis, Eclipse, Fixed Income, Trading, Analysis, ETFs
Education
Queen's University 2011 — 2015
Bachelor of Arts Honours (B.A.H.), Economics, 3.51/4.0 GPA in final two years
Darien High School 2007 — 2011
Vanguard June 2015 - Present
Queen's Real Estate Investment Conference October 2014 - April 2015
Queen's University March 2014 - April 2015
Queen's Capital September 2013 - April 2015
TD Asset Management (USA) May 2014 - August 2014
TD Asset Management May 2013 - August 2013
USA Hockey September 2004 - August 2013
Fieldpoint Private Bank and Trust May 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Economics, Microsoft Word, Research, Salesforce.com, Black Diamond, Jack Henry, LaserApp, WealthX, NetX360, Microsoft SQL Server, Data Analysis, Eclipse, Fixed Income, Trading, Analysis, ETFs
Education
Queen's University 2011 — 2015
Bachelor of Arts Honours (B.A.H.), Economics, 3.51/4.0 GPA in final two years
Darien High School 2007 — 2011
Jessica Trahan's Vanguard Experience May 2008 - July 2009
Job at
Industry Education Management
Experience
Project L.I.F.T. Charlotte August 2014 - Present
Project L.I.F.T. Charlotte March 2014 - June 2014
Charlotte-Mecklenburg Schools December 2010 - March 2014
Vanguard May 2008 - July 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Classroom, Educational Leadership
Education
Queens University of Charlotte 2009 — 2012
Master of Arts (MA), Elementary Education and Teaching
The University of Georgia 2004 — 2008
Bachelor of Arts (B.A.), Speech Communication and Rhetoric
Project L.I.F.T. Charlotte August 2014 - Present
Project L.I.F.T. Charlotte March 2014 - June 2014
Charlotte-Mecklenburg Schools December 2010 - March 2014
Vanguard May 2008 - July 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Classroom, Educational Leadership
Education
Queens University of Charlotte 2009 — 2012
Master of Arts (MA), Elementary Education and Teaching
The University of Georgia 2004 — 2008
Bachelor of Arts (B.A.), Speech Communication and Rhetoric
Sydrah Dai's Vanguard Experience September 2013 - August 2015
Job Client Relationship Specialist at Vanguard
Industry Financial Services
Experience
Kallitech UI Design August 2015 - Present
Vanguard September 2013 - August 2015
Jimmy Beanz LLC. (Shell Convenient Store) July 2012 - September 2013
The University of Arizona April 2012 - December 2012
Tucson Chinese Cultural Center January 2012 - August 2012
Panda Restaurant Group December 2010 - December 2011
Skills
Customer Service, Bilingual, Team Motivator, Internal Communications, Knowledgeable of..., Using Basic office..., Highly detail oriented, Management, Teamwork, Social Networking, Leadership, Microsoft Excel, Event Planning, Public Speaking, PowerPoint, Critical Thinking, Team Leadership, Data Analysis, Time Management
Education
University of Arizona, Eller College of Management 2012 — 2013
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Pima Community College 2009 — 2011
Associate's degree, Business Administration and Management, General, 3.67
Kallitech UI Design August 2015 - Present
Vanguard September 2013 - August 2015
Jimmy Beanz LLC. (Shell Convenient Store) July 2012 - September 2013
The University of Arizona April 2012 - December 2012
Tucson Chinese Cultural Center January 2012 - August 2012
Panda Restaurant Group December 2010 - December 2011
Skills
Customer Service, Bilingual, Team Motivator, Internal Communications, Knowledgeable of..., Using Basic office..., Highly detail oriented, Management, Teamwork, Social Networking, Leadership, Microsoft Excel, Event Planning, Public Speaking, PowerPoint, Critical Thinking, Team Leadership, Data Analysis, Time Management
Education
University of Arizona, Eller College of Management 2012 — 2013
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Pima Community College 2009 — 2011
Associate's degree, Business Administration and Management, General, 3.67
Kelli Green's Vanguard Experience 2014 - Present
Job Senior Flagship Assigned Representative at Vanguard
Industry Financial Services
Experience
Vanguard 2014 - Present
Vanguard 2006 - 2014
Vanguard 2005 - 2006
Vanguard 2004 - 2005
Intellirisk Management September 2002 - March 2004
America West Airlines September 2000 - September 2002
Skills
ChFC, Series 7, Mutual Funds, Time Management, Investments, Strategic Financial..., Training, Customer Service, Marketing, CRM, Credit, Microsoft Word, Event Planning, Social Media, Series 63, Management, Relationship Management, Financial Services, Retirement Planning
Education
The American College 2009 — 2010
ChFC, Charterd Financial Consultant
Radford University 1996 — 2000
BS, CRJU, PSYC, SW
Graham High School 1993 — 1996
Vanguard 2014 - Present
Vanguard 2006 - 2014
Vanguard 2005 - 2006
Vanguard 2004 - 2005
Intellirisk Management September 2002 - March 2004
America West Airlines September 2000 - September 2002
Skills
ChFC, Series 7, Mutual Funds, Time Management, Investments, Strategic Financial..., Training, Customer Service, Marketing, CRM, Credit, Microsoft Word, Event Planning, Social Media, Series 63, Management, Relationship Management, Financial Services, Retirement Planning
Education
The American College 2009 — 2010
ChFC, Charterd Financial Consultant
Radford University 1996 — 2000
BS, CRJU, PSYC, SW
Graham High School 1993 — 1996
Jennifer Montague, MS, SHRM-CP's Vanguard Experience 2006 - 2008
Job Director of Human Resources at Comcast Spotlight
Industry Marketing and Advertising
Experience
Comcast Spotlight July 2015 - Present
Persado September 2014 - May 2015
Amazon March 2012 - September 2014
Hostess Brands December 2011 - March 2012
Ingersoll Rand July 2010 - December 2011
Vanguard 2006 - 2008
Skills
Talent Management, Employee Relations, Succession Planning, Performance Management, Human Resources, Strategic Sourcing, Onboarding, Training and Development, Management, HRIS, HR Policies, Workforce Planning, Deferred Compensation, Talent Acquisition
Education
Purdue University - Krannert School of Management 2008 — 2010
Master of Science (MS), Organizational Behavior Studies & Human Resources
Peabody Conservatory of Music 2002 — 2006
Bachelors of Music, Voice and Opera
The Johns Hopkins University 2002 — 2006
Bachelor of Arts (BA), Liberal Arts/Music
Comcast Spotlight July 2015 - Present
Persado September 2014 - May 2015
Amazon March 2012 - September 2014
Hostess Brands December 2011 - March 2012
Ingersoll Rand July 2010 - December 2011
Vanguard 2006 - 2008
Skills
Talent Management, Employee Relations, Succession Planning, Performance Management, Human Resources, Strategic Sourcing, Onboarding, Training and Development, Management, HRIS, HR Policies, Workforce Planning, Deferred Compensation, Talent Acquisition
Education
Purdue University - Krannert School of Management 2008 — 2010
Master of Science (MS), Organizational Behavior Studies & Human Resources
Peabody Conservatory of Music 2002 — 2006
Bachelors of Music, Voice and Opera
The Johns Hopkins University 2002 — 2006
Bachelor of Arts (BA), Liberal Arts/Music
Hans Schreiber Hans Schreiber's Vanguard Experience June 1997 - July 2000
Job Senior Vice President at BB&T
Industry Financial Services
Experience
BB&T September 2012 - Present
Fifth Third Bank November 2011 - August 2012
Wells Fargo Private Bank July 2000 - November 2011
Vanguard June 1997 - July 2000
Education
Queens University of Charlotte
University of North Carolina at Charlotte
BB&T September 2012 - Present
Fifth Third Bank November 2011 - August 2012
Wells Fargo Private Bank July 2000 - November 2011
Vanguard June 1997 - July 2000
Education
Queens University of Charlotte
University of North Carolina at Charlotte
Nikiya Johnson Nikiya Johnson's Vanguard Experience 1998 - 2004
Job HR Director, Benefits & Compensation at Skanska
Industry Construction
Experience
Skanska July 2014 - Present
Sonepar USA September 2011 - July 2014
Wachovia Bank March 2007 - September 2011
Wachovia Bank 2006 - 2007
Wachovia Bank December 2001 - July 2006
Vanguard 1998 - 2004
The Vanguard Group September 1998 - December 2001
Skills
Mergers, Investments, Strategic Financial..., Management, Analysis, Mutual Funds, Business Planning, Finance, Negotiation, Retirement Planning, Forecasting, CRM, Retirement, Coaching, Valuation, Training, Deferred Compensation, Process Improvement, Auditing, Sales, Strategic Planning, Mergers & Acquisitions, 401k, Financial Advisory, Series 6, Financial Planning, Employee Benefits
Education
Queens University of Charlotte 2000 — 2004
Bachelors, Business Administration
Skanska July 2014 - Present
Sonepar USA September 2011 - July 2014
Wachovia Bank March 2007 - September 2011
Wachovia Bank 2006 - 2007
Wachovia Bank December 2001 - July 2006
Vanguard 1998 - 2004
The Vanguard Group September 1998 - December 2001
Skills
Mergers, Investments, Strategic Financial..., Management, Analysis, Mutual Funds, Business Planning, Finance, Negotiation, Retirement Planning, Forecasting, CRM, Retirement, Coaching, Valuation, Training, Deferred Compensation, Process Improvement, Auditing, Sales, Strategic Planning, Mergers & Acquisitions, 401k, Financial Advisory, Series 6, Financial Planning, Employee Benefits
Education
Queens University of Charlotte 2000 — 2004
Bachelors, Business Administration
Richard Horne Richard Horne's Vanguard Experience 2012 - Present
Job Sales Executive RIA Channel at Vanguard
Industry Financial Services
Experience
Vanguard 2012 - Present
Pershing 2009 - 2011
Pershing Advisor Solutions, LLC 2006 - 2009
Pershing 2002 - 2006
Pershing 1997 - 2002
Skills
Registered Investment..., Product Development, Practice Management, New Business Development, Mutual Funds, Managed Accounts, Distribution, Consultative Selling, Financial Advisory, Investment Advisory, Public Speaking, Business Relationship..., Conference Speaking, Sales Process, Project Planning, Project Implementation, Client Relationship..., Team Building, Brokerage, Process Improvement, Product Management, Management Consulting, Product Innovation, Series 24
Education
Ramapo College of New Jersey 1991 — 1992
Bachelor of Arts, Theatre
University at Albany, SUNY 1986 — 1989
Business
Vanguard 2012 - Present
Pershing 2009 - 2011
Pershing Advisor Solutions, LLC 2006 - 2009
Pershing 2002 - 2006
Pershing 1997 - 2002
Skills
Registered Investment..., Product Development, Practice Management, New Business Development, Mutual Funds, Managed Accounts, Distribution, Consultative Selling, Financial Advisory, Investment Advisory, Public Speaking, Business Relationship..., Conference Speaking, Sales Process, Project Planning, Project Implementation, Client Relationship..., Team Building, Brokerage, Process Improvement, Product Management, Management Consulting, Product Innovation, Series 24
Education
Ramapo College of New Jersey 1991 — 1992
Bachelor of Arts, Theatre
University at Albany, SUNY 1986 — 1989
Business
Shantini Munthree's Vanguard Experience June 2013 - Present
Job Head of Brand Management at Vanguard
Industry Investment Management
Experience
Vanguard June 2013 - Present
Vanguard September 2008 - May 2013
Sara Lee February 2007 - August 2008
Procter & Gamble November 2005 - February 2007
SABMiller December 2004 - November 2005
SABMiller June 2002 - February 2004
Skills
Marketing Strategy, Product Development, Brand Architecture, Positioning, Consumer Goods, Shopper Marketing, Customer Insight, Brand Equity, FMCG, Brand Management, Strategic Planning, Turnaround Initiatives, New Market Expansion, Global Marketing, Social Media Marketing, Website Development, Pricing Strategy, Retail Packaging, Technology Integration, P&L Management, Digital Marketing, Strategy, Leadership, Advertising, Segmentation, Strategic Thinking, Product Innovation
Education
University of the Witwatersrand 2000 — 2004
MBA, Marketing and Business Administration
Rhodes University 1991 — 1995
B.Journ, Journalism & Media Studies, Industrial Psychology
Vanguard June 2013 - Present
Vanguard September 2008 - May 2013
Sara Lee February 2007 - August 2008
Procter & Gamble November 2005 - February 2007
SABMiller December 2004 - November 2005
SABMiller June 2002 - February 2004
Skills
Marketing Strategy, Product Development, Brand Architecture, Positioning, Consumer Goods, Shopper Marketing, Customer Insight, Brand Equity, FMCG, Brand Management, Strategic Planning, Turnaround Initiatives, New Market Expansion, Global Marketing, Social Media Marketing, Website Development, Pricing Strategy, Retail Packaging, Technology Integration, P&L Management, Digital Marketing, Strategy, Leadership, Advertising, Segmentation, Strategic Thinking, Product Innovation
Education
University of the Witwatersrand 2000 — 2004
MBA, Marketing and Business Administration
Rhodes University 1991 — 1995
B.Journ, Journalism & Media Studies, Industrial Psychology
Jamie Townley, CFP's Vanguard Experience October 2002 - April 2014
Job Trust Officer at MCNB Banks & Trust Co
Industry Investment Management
Experience
MCNB Banks & Trust Co April 2014 - Present
Vanguard October 2002 - April 2014
Credit Suisse First Boston Direct March 2000 - December 2001
U.S. Air Force September 1994 - September 1998
Skills
Financial Services, Investments, Mutual Funds, Series 7, Asset Allocation, Series 63, Portfolio Management, Wealth Management, Securities, Equities, Fixed Income, 401k, Financial Markets, IRAs, High Net Worth..., Banking, Estate Planning, Retirement Planning, Credit, Risk Management
Education
Queens University of Charlotte 2003 — 2005
Certified Financial Planner, Financial Planning and Services
Community College of the US Air Force 1995 — 1996
A.S. Applied Communications, Military Intelligence, General
Concord University 1991 — 1994
Bachelor of Science (B.S.), Business Administration and Management, General
MCNB Banks & Trust Co April 2014 - Present
Vanguard October 2002 - April 2014
Credit Suisse First Boston Direct March 2000 - December 2001
U.S. Air Force September 1994 - September 1998
Skills
Financial Services, Investments, Mutual Funds, Series 7, Asset Allocation, Series 63, Portfolio Management, Wealth Management, Securities, Equities, Fixed Income, 401k, Financial Markets, IRAs, High Net Worth..., Banking, Estate Planning, Retirement Planning, Credit, Risk Management
Education
Queens University of Charlotte 2003 — 2005
Certified Financial Planner, Financial Planning and Services
Community College of the US Air Force 1995 — 1996
A.S. Applied Communications, Military Intelligence, General
Concord University 1991 — 1994
Bachelor of Science (B.S.), Business Administration and Management, General
Gregg Gorniak, MBA's Vanguard Experience March 2004 - July 2007
Job Data Lead Finance Services at GSK
Industry Pharmaceuticals
Experience
GSK April 2015 - Present
GlaxoSmithKline February 2013 - April 2015
Pfizer July 2007 - February 2013
Vanguard March 2004 - July 2007
Vanguard 2003 - 2004
Users Incorporated November 2001 - June 2003
DCI Software June 1999 - June 2001
Skills
Business Intelligence, Pharmaceutical Industry, SDLC, Integration, Business Analysis, Visio, Microsoft SQL Server, Data Management, Process Improvement, Software Documentation, Cross-functional Team..., Strategic Planning, Customer Service
Education
Saint Joseph's University 2004 — 2006
MBA, Management
Rider University 1996 — 1999
BS, Business Administration
GSK April 2015 - Present
GlaxoSmithKline February 2013 - April 2015
Pfizer July 2007 - February 2013
Vanguard March 2004 - July 2007
Vanguard 2003 - 2004
Users Incorporated November 2001 - June 2003
DCI Software June 1999 - June 2001
Skills
Business Intelligence, Pharmaceutical Industry, SDLC, Integration, Business Analysis, Visio, Microsoft SQL Server, Data Management, Process Improvement, Software Documentation, Cross-functional Team..., Strategic Planning, Customer Service
Education
Saint Joseph's University 2004 — 2006
MBA, Management
Rider University 1996 — 1999
BS, Business Administration
Jennifer Grier Phillips Jennifer Grier Phillips's Vanguard Experience July 2008 - Present
Job Senior Corporate Recruiter for Vanguard's Personal Advisor Services
Industry Staffing and Recruiting
Experience
Vanguard July 2008 - Present
Skills
Certified Internet..., PeopleSoft, Recruiting, Sourcing, Screening, Interviews, CRM, College Recruiting, Talent Acquisition, Onboarding, Internet Recruiting, Human Resources, Leadership, Executive Search, Performance Management, Hiring, Applicant Tracking..., Contract Recruitment, HRIS, Employee Benefits, Temporary Placement, Management, Financial Services, Benefits Negotiation, Screening Resumes, Employee Relations, Staffing Services, Taleo, Talent Management
Education
Queens University of Charlotte
BA, Organizational Communication
Vanguard July 2008 - Present
Skills
Certified Internet..., PeopleSoft, Recruiting, Sourcing, Screening, Interviews, CRM, College Recruiting, Talent Acquisition, Onboarding, Internet Recruiting, Human Resources, Leadership, Executive Search, Performance Management, Hiring, Applicant Tracking..., Contract Recruitment, HRIS, Employee Benefits, Temporary Placement, Management, Financial Services, Benefits Negotiation, Screening Resumes, Employee Relations, Staffing Services, Taleo, Talent Management
Education
Queens University of Charlotte
BA, Organizational Communication
Kathryn Peck Kathryn Peck's Vanguard Experience August 2014 - Present
Job Employment Coordinator at Vanguard
Industry Human Resources
Experience
Vanguard August 2014 - Present
Randstad/Vanguard March 2014 - August 2014
Randstad/Vanguard August 2013 - March 2014
Kelly Services-Pratt and Whitney May 2013 - July 2013
Rider University Office of Admissions January 2011 - May 2013
Eastern Connecticut Health Network May 2012 - August 2012
Hartford Rd Pizza March 2008 - August 2012
Ingersoll Rand- Trane February 2012 - May 2012
Eastern Connecticut Health Network December 2011 - January 2012
Skills
Onboarding, Employee Relations, Recruiting, PowerPoint, HRIS, Human Resources, Microsoft Office, Talent Acquisition, Microsoft Excel, Organizational..., College Recruiting, Microsoft Word, Training
Education
Rider University 2009 — 2013
Bachelor of Science, Business Administration; Human Resources and Business Management
Vanguard August 2014 - Present
Randstad/Vanguard March 2014 - August 2014
Randstad/Vanguard August 2013 - March 2014
Kelly Services-Pratt and Whitney May 2013 - July 2013
Rider University Office of Admissions January 2011 - May 2013
Eastern Connecticut Health Network May 2012 - August 2012
Hartford Rd Pizza March 2008 - August 2012
Ingersoll Rand- Trane February 2012 - May 2012
Eastern Connecticut Health Network December 2011 - January 2012
Skills
Onboarding, Employee Relations, Recruiting, PowerPoint, HRIS, Human Resources, Microsoft Office, Talent Acquisition, Microsoft Excel, Organizational..., College Recruiting, Microsoft Word, Training
Education
Rider University 2009 — 2013
Bachelor of Science, Business Administration; Human Resources and Business Management
Elizabeth K. Wilson Elizabeth K. Wilson's Vanguard Experience 2011 - Present
Job Sales Manager
Industry Investment Management
Experience
Vanguard 2011 - Present
RidgeWorth Investments 2007 - 2010
Trusco Capital Management, Inc 2004 - 2007
Trusco Capital Management 2001 - 2004
SunTrust Banks, Inc 1998 - 2001
SunTrust Banks Inc 1995 - 1998
SunTrust Bank 1993 - 1995
Skills
Investments, Mutual Funds, Retirement, Business Development, Leadership, Asset Management, Strategy, Mergers & Acquisitions, Financial Services, Management, Portfolio Management, Product Marketing, Finance, Investment Management, Wealth Management, Retirement Planning, Banking, Cross-functional Team...
Education
Vanderbilt University - Owen Graduate School of Management
MBA, Finance & Accounting
Randolph-Macon Woman's College
BA, Mathematics
Vanguard 2011 - Present
RidgeWorth Investments 2007 - 2010
Trusco Capital Management, Inc 2004 - 2007
Trusco Capital Management 2001 - 2004
SunTrust Banks, Inc 1998 - 2001
SunTrust Banks Inc 1995 - 1998
SunTrust Bank 1993 - 1995
Skills
Investments, Mutual Funds, Retirement, Business Development, Leadership, Asset Management, Strategy, Mergers & Acquisitions, Financial Services, Management, Portfolio Management, Product Marketing, Finance, Investment Management, Wealth Management, Retirement Planning, Banking, Cross-functional Team...
Education
Vanderbilt University - Owen Graduate School of Management
MBA, Finance & Accounting
Randolph-Macon Woman's College
BA, Mathematics
Justin Carras's Vanguard Experience March 2010 - September 2012
Job Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2013 - Present
TIAA-CREF September 2012 - June 2013
Vanguard March 2010 - September 2012
Trader Joe's October 2008 - March 2010
Tikki Hut Company, Inc May 2006 - May 2008
Abercrombie & Fitch August 2004 - May 2006
Education
Queens University of Charlotte 2005 — 2009
Bachelor of Arts, Business Administration major, Pre-law concentration
Merrill Lynch June 2013 - Present
TIAA-CREF September 2012 - June 2013
Vanguard March 2010 - September 2012
Trader Joe's October 2008 - March 2010
Tikki Hut Company, Inc May 2006 - May 2008
Abercrombie & Fitch August 2004 - May 2006
Education
Queens University of Charlotte 2005 — 2009
Bachelor of Arts, Business Administration major, Pre-law concentration
Eric Lunder, CFP®'s Vanguard Experience May 2006 - February 2009
Job Senior Investment Broker
Industry Financial Services
Experience
Vanguard Group March 2009 - Present
Vanguard May 2006 - February 2009
Vanguard November 2003 - May 2006
Vanguard June 2000 - November 2003
Ameritrust Mortgage February 1999 - November 1999
Skills
Investment Analysis, Investment Planning, Risk Management, Retirement Planning, Insurance, Estate Planning, Securities Laws and..., Taxes, Mutual Funds, ETFs, Individual Stocks, Derivatives, Bonds, Outstanding Customer..., Financial Coaching and..., Microsoft Office, Analysis, Asset Allocation, Customer Service, Equities, Finance, Financial Analysis, Investment Advisory, Investments, Options, Retirement, Securities, Series 63, Series 7, Stocks, Strategic Financial..., Tax, Valuation, Wealth Management, Financial Planning, Loans
Education
Queens University of Charlotte 2002 — 2004
Certified Financial Planner Program, Financial Planning
University of Toledo 1993 — 1998
Bachelors, Business Administration (BBA) / Finance Concentration
Vanguard Group March 2009 - Present
Vanguard May 2006 - February 2009
Vanguard November 2003 - May 2006
Vanguard June 2000 - November 2003
Ameritrust Mortgage February 1999 - November 1999
Skills
Investment Analysis, Investment Planning, Risk Management, Retirement Planning, Insurance, Estate Planning, Securities Laws and..., Taxes, Mutual Funds, ETFs, Individual Stocks, Derivatives, Bonds, Outstanding Customer..., Financial Coaching and..., Microsoft Office, Analysis, Asset Allocation, Customer Service, Equities, Finance, Financial Analysis, Investment Advisory, Investments, Options, Retirement, Securities, Series 63, Series 7, Stocks, Strategic Financial..., Tax, Valuation, Wealth Management, Financial Planning, Loans
Education
Queens University of Charlotte 2002 — 2004
Certified Financial Planner Program, Financial Planning
University of Toledo 1993 — 1998
Bachelors, Business Administration (BBA) / Finance Concentration
Pete Kropp Pete Kropp's Vanguard Experience August 2004 - February 2007
Job Pension Department Manager at S&A Administrators
Industry Financial Services
Experience
S&A Administrators February 2007 - Present
Vanguard August 2004 - February 2007
Ceridian 1999 - 2004
SunAmerica July 1997 - August 1999
Merrill Lynch April 1993 - July 1997
Skills
Series 7, Pensions, Retirement, Series 63, Relationship Management, Asset Allocation, Mutual Funds, Retirement Planning
Education
Rider University 1987 — 1992
BS, Marketing/Marketing Management, General
S&A Administrators February 2007 - Present
Vanguard August 2004 - February 2007
Ceridian 1999 - 2004
SunAmerica July 1997 - August 1999
Merrill Lynch April 1993 - July 1997
Skills
Series 7, Pensions, Retirement, Series 63, Relationship Management, Asset Allocation, Mutual Funds, Retirement Planning
Education
Rider University 1987 — 1992
BS, Marketing/Marketing Management, General
Gary Bernard Gary Bernard's Vanguard Experience June 2015 - Present
Job UI Interaction Designer at Vanguard
Industry Design
Experience
Vanguard June 2015 - Present
(Self Employed) June 1990 - Present
Vanguard May 2013 - June 2015
JPMorgan Chase June 2012 - May 2013
Toll Brothers January 2012 - April 2012
Bank of America February 2011 - October 2011
Dudnyk Exchange July 2004 - February 2010
Diccicco Battista Communications 2010 - 2010
Universal Health Services March 2003 - June 2004
Mostly Web Inc 1999 - 2001
Skills
Art Direction, Graphic Design, Web Site Production, Adobe Creative Suite, User Interface Design, Project Management, Corporate Identity, Logo Design, Picture Books, Book Design, Book Illustration, Illustrator, Integrated Marketing, Interactive Advertising, Brochures, Layout, Graphics, Advertising, Creative Direction, User Experience
Education
Rhode Island School of Design 1987 — 1990
BFA
Vanguard June 2015 - Present
(Self Employed) June 1990 - Present
Vanguard May 2013 - June 2015
JPMorgan Chase June 2012 - May 2013
Toll Brothers January 2012 - April 2012
Bank of America February 2011 - October 2011
Dudnyk Exchange July 2004 - February 2010
Diccicco Battista Communications 2010 - 2010
Universal Health Services March 2003 - June 2004
Mostly Web Inc 1999 - 2001
Skills
Art Direction, Graphic Design, Web Site Production, Adobe Creative Suite, User Interface Design, Project Management, Corporate Identity, Logo Design, Picture Books, Book Design, Book Illustration, Illustrator, Integrated Marketing, Interactive Advertising, Brochures, Layout, Graphics, Advertising, Creative Direction, User Experience
Education
Rhode Island School of Design 1987 — 1990
BFA
Phillip Capaldi Phillip Capaldi's Vanguard Experience June 2012 - Present
Job Investment Professional at Vanguard
Industry Financial Services
Experience
Vanguard June 2012 - Present
The Paradies Shops January 2011 - October 2011
Insphere Insurance Solutions June 2010 - June 2011
BNI 2010 - 2011
Juice Plus 2010 - 2010
CVS Pharmacy November 2007 - October 2008
Skills
Public Speaking, Training, Customer Service, Research, Team Leadership, Microsoft Word, Strategic Planning, Inventory Management, Retail, Microsoft Office, Customer Satisfaction, Sales, Microsoft Excel, Team Building, Time Management, Strategic Financial..., PowerPoint, Leadership, Management, Process Improvement, Teamwork, Social Media, Team Management, Process Scheduler, Coaching, Small Business, Merchandising, Business Development
Education
Rider University 2006 — 2010
Finance and Economics
Rider University 2006 — 2010
Bachelor of Science, Business Administration; Economics and Finance
Vanguard June 2012 - Present
The Paradies Shops January 2011 - October 2011
Insphere Insurance Solutions June 2010 - June 2011
BNI 2010 - 2011
Juice Plus 2010 - 2010
CVS Pharmacy November 2007 - October 2008
Skills
Public Speaking, Training, Customer Service, Research, Team Leadership, Microsoft Word, Strategic Planning, Inventory Management, Retail, Microsoft Office, Customer Satisfaction, Sales, Microsoft Excel, Team Building, Time Management, Strategic Financial..., PowerPoint, Leadership, Management, Process Improvement, Teamwork, Social Media, Team Management, Process Scheduler, Coaching, Small Business, Merchandising, Business Development
Education
Rider University 2006 — 2010
Finance and Economics
Rider University 2006 — 2010
Bachelor of Science, Business Administration; Economics and Finance
maria perala maria perala's Vanguard Experience September 2012 - Present
Job Graphic Design / Art Direction / Production Design at Portland State Vanguard
Industry Graphic Design
Experience
Vanguard September 2012 - Present
Portland Mercury May 2013 - August 2013
Skills
Photoshop, Illustrator, InDesign, Art Direction, Photo Shoot Production, Photography, Web Design
Education
Portland State University 2008 — 2013
Graphic Design Bachelors of Science
Vanguard September 2012 - Present
Portland Mercury May 2013 - August 2013
Skills
Photoshop, Illustrator, InDesign, Art Direction, Photo Shoot Production, Photography, Web Design
Education
Portland State University 2008 — 2013
Graphic Design Bachelors of Science
Adrienne Robertson, Esq. Adrienne Robertson, Esq.'s Vanguard Experience September 2012 - March 2013
Job Associate at Sherman & Howard L.L.C.
Industry Law Practice
Experience
Sherman & Howard L.L.C. July 2015 - Present
Drinker Biddle & Reath LLP March 2013 - June 2015
Vanguard September 2012 - March 2013
Vanguard February 2012 - September 2012
Vanguard April 2006 - February 2012
Vanguard June 2004 - April 2006
Northern Trust Retirement Consulting February 1998 - May 2004
Mutual of America 1996 - 1998
AXA 1988 - 1995
Skills
ERISA, Retirement Planning, 401k, Employee Benefits, Defined Contribution, Mutual Funds, Legal Writing, Legal Research, Qualified Retirement..., Financial Services, Mergers & Acquisitions, Retirement, Tax, Defined Benefit, Non-Qualified Deferred..., Investments, Series 63, Series 6, Securities, Insurance, Pensions, Estate Planning, Corporate Law, Retirement Plan..., Executive Pay
Education
Widener University School of Law 2007 — 2011
J.D., Law
Rensselaer Polytechnic Institute
B.S., Science
Sherman & Howard L.L.C. July 2015 - Present
Drinker Biddle & Reath LLP March 2013 - June 2015
Vanguard September 2012 - March 2013
Vanguard February 2012 - September 2012
Vanguard April 2006 - February 2012
Vanguard June 2004 - April 2006
Northern Trust Retirement Consulting February 1998 - May 2004
Mutual of America 1996 - 1998
AXA 1988 - 1995
Skills
ERISA, Retirement Planning, 401k, Employee Benefits, Defined Contribution, Mutual Funds, Legal Writing, Legal Research, Qualified Retirement..., Financial Services, Mergers & Acquisitions, Retirement, Tax, Defined Benefit, Non-Qualified Deferred..., Investments, Series 63, Series 6, Securities, Insurance, Pensions, Estate Planning, Corporate Law, Retirement Plan..., Executive Pay
Education
Widener University School of Law 2007 — 2011
J.D., Law
Rensselaer Polytechnic Institute
B.S., Science
Carolyn Cross's Vanguard Experience July 2012 - Present
Job Investment Analyst Vanguard
Industry Investment Management
Experience
Vanguard July 2012 - Present
RogersCasey June 2005 - July 2010
Education
University of Pennsylvania - The Wharton School 2010 — 2012
Princeton University 2001 — 2005
AB, History
Vanguard July 2012 - Present
RogersCasey June 2005 - July 2010
Education
University of Pennsylvania - The Wharton School 2010 — 2012
Princeton University 2001 — 2005
AB, History
Denis Hill Denis Hill's Vanguard Experience October 2013 - Present
Job Internal Wholesaler at Forethought Financial Group, Inc.
Industry Financial Services
Experience
Forethought Financial Group, Inc. March 2015 - Present
Vanguard October 2013 - Present
Eaton Vance Corp. May 2000 - July 2009
Eaton Vance Corporation March 1998 - May 2000
Eaton Vance Corporation March 1996 - March 1998
Skills
Sales, Mutual Funds, Series 63, Marketing Communications, Investments, Sales Management, History, Alternative Investments, Financial Planning, Series 7, Strategic Financial..., Market Research, Historical Research, Investment Strategies, Asset Allocation, Asset Management, Wealth Management, Series 65, Corporate Finance, Writing, Historical..., Historic Preservation, Life Insurance, Variable Annuities, Fixed Annuities, fixed index annuities
Education
Villanova University 2010 — 2012
Master of Arts (M.A.), History
Providence College 1991 — 1995
Bachelor of Science (B.S.), Marketing
Forethought Financial Group, Inc. March 2015 - Present
Vanguard October 2013 - Present
Eaton Vance Corp. May 2000 - July 2009
Eaton Vance Corporation March 1998 - May 2000
Eaton Vance Corporation March 1996 - March 1998
Skills
Sales, Mutual Funds, Series 63, Marketing Communications, Investments, Sales Management, History, Alternative Investments, Financial Planning, Series 7, Strategic Financial..., Market Research, Historical Research, Investment Strategies, Asset Allocation, Asset Management, Wealth Management, Series 65, Corporate Finance, Writing, Historical..., Historic Preservation, Life Insurance, Variable Annuities, Fixed Annuities, fixed index annuities
Education
Villanova University 2010 — 2012
Master of Arts (M.A.), History
Providence College 1991 — 1995
Bachelor of Science (B.S.), Marketing
Keon Haley Keon Haley's Vanguard Experience December 2006 - July 2007
Job Experienced Business Analyst
Industry Computer Software
Experience
RR Donnelley February 2012 - Present
LPL Financial June 2011 - February 2012
Bank of America October 2010 - May 2011
USBank July 2007 - October 2010
Vanguard December 2006 - July 2007
Bank of America July 2006 - December 2006
Skills
Portfolio Management, Financial Analysis, Financial Modeling, Mutual Funds, Process Improvement, Microsoft Excel, Bloomberg, Business Analysis, Investments, Loans, Banking, Series 63, Equities, Project Management, PowerPoint, Valuation, Strategic Planning, Financial Services
Education
Radford University 2001 — 2006
Bachlors, Finance & Economics
RR Donnelley February 2012 - Present
LPL Financial June 2011 - February 2012
Bank of America October 2010 - May 2011
USBank July 2007 - October 2010
Vanguard December 2006 - July 2007
Bank of America July 2006 - December 2006
Skills
Portfolio Management, Financial Analysis, Financial Modeling, Mutual Funds, Process Improvement, Microsoft Excel, Bloomberg, Business Analysis, Investments, Loans, Banking, Series 63, Equities, Project Management, PowerPoint, Valuation, Strategic Planning, Financial Services
Education
Radford University 2001 — 2006
Bachlors, Finance & Economics
Jessica Cardia Jessica Cardia's Vanguard Experience June 2013 - May 2014
Job Senior Customer Service Analyst Diversified Channels at Campbell Soup Company
Industry Logistics and Supply Chain
Experience
Campbell Soup Company August 2015 - Present
Campbell Soup Company June 2014 - Present
Vanguard June 2013 - May 2014
Merrill Lynch May 2012 - August 2012
Janssen, Pharmaceutical Companies of Johnson and Johnson June 2011 - August 2012
Rider University August 2010 - May 2011
Skills
PowerPoint, Analysis, Finance, Accounting, SAP, Account Reconciliation, Budgets, Management, Microsoft Excel, Training, Software Documentation, Research, Microsoft Word, Microsoft Office, Financial Analysis, Outlook, Teamwork, Access, Time Management, Financial Reporting, Leadership, Investments, Fraud
Education
Rider University 2009 — 2013
Bachelor of Science (BS), Finance, Fraud and Business Forensics Concentration
Campbell Soup Company August 2015 - Present
Campbell Soup Company June 2014 - Present
Vanguard June 2013 - May 2014
Merrill Lynch May 2012 - August 2012
Janssen, Pharmaceutical Companies of Johnson and Johnson June 2011 - August 2012
Rider University August 2010 - May 2011
Skills
PowerPoint, Analysis, Finance, Accounting, SAP, Account Reconciliation, Budgets, Management, Microsoft Excel, Training, Software Documentation, Research, Microsoft Word, Microsoft Office, Financial Analysis, Outlook, Teamwork, Access, Time Management, Financial Reporting, Leadership, Investments, Fraud
Education
Rider University 2009 — 2013
Bachelor of Science (BS), Finance, Fraud and Business Forensics Concentration
Andrew Shortt's Vanguard Experience May 2009 - March 2011
Job Vice President of Product Development at Citco Fund Services
Industry Financial Services
Experience
The Citco Group of Companies January 2015 - Present
The Citco Group of Companies July 2013 - January 2015
The Citco Group of Companies March 2011 - July 2013
Vanguard May 2009 - March 2011
Vanguard May 2008 - September 2008
Skills
SQL, Sybase, Oracle, PL/SQL, Java, C#, .NET, Unix, Agile Methodologies, JavaScript, Spring, Business Analysis, Software Development, Eclipse, Java Enterprise Edition, Software Project..., VB.NET, Requirements Analysis, XML, Systems Analysis, Unix Shell Scripting, Spring Framework
Education
Wake Forest University - Babcock Graduate School of Management 2012 — 2014
Master of Business Administration (MBA)
Radford University 2005 — 2009
Bachelor of Science (BS), Computer and Information Sciences
The Citco Group of Companies January 2015 - Present
The Citco Group of Companies July 2013 - January 2015
The Citco Group of Companies March 2011 - July 2013
Vanguard May 2009 - March 2011
Vanguard May 2008 - September 2008
Skills
SQL, Sybase, Oracle, PL/SQL, Java, C#, .NET, Unix, Agile Methodologies, JavaScript, Spring, Business Analysis, Software Development, Eclipse, Java Enterprise Edition, Software Project..., VB.NET, Requirements Analysis, XML, Systems Analysis, Unix Shell Scripting, Spring Framework
Education
Wake Forest University - Babcock Graduate School of Management 2012 — 2014
Master of Business Administration (MBA)
Radford University 2005 — 2009
Bachelor of Science (BS), Computer and Information Sciences
Ameesh Gupta Ameesh Gupta's Vanguard Experience June 1999 - May 2001
Job Delivery Lead at Accenture Accelerated R&D Services
Industry Information Technology and Services
Experience
Accenture April 2013 - Present
Lockheed Martin July 2012 - April 2013
Lockheed Martin June 2008 - July 2012
Lockheed Martin June 2001 - June 2008
Vanguard June 1999 - May 2001
Skills
Product Lifecycle..., Project Management, Cross-functional Team..., Six Sigma, Budgets, Risk Management, Agile Methodologies
Education
Rutgers University
Master of Business Administration (M.B.A.)
Rensselaer Polytechnic Institute
Bachelor of Science (B.S.), Computers and Systems Engineering
Accenture April 2013 - Present
Lockheed Martin July 2012 - April 2013
Lockheed Martin June 2008 - July 2012
Lockheed Martin June 2001 - June 2008
Vanguard June 1999 - May 2001
Skills
Product Lifecycle..., Project Management, Cross-functional Team..., Six Sigma, Budgets, Risk Management, Agile Methodologies
Education
Rutgers University
Master of Business Administration (M.B.A.)
Rensselaer Polytechnic Institute
Bachelor of Science (B.S.), Computers and Systems Engineering
Helene Ouimet Helene Ouimet's Vanguard Experience December 1993 - February 1996
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley Investment Management 1998 - 2003
Morgan Stanley Investment Management March 1996 - June 1998
Vanguard December 1993 - February 1996
Vanguard October 1992 - December 1993
Skills
Financial Services, Marketing, Investment Management, Equities, Fixed Income, Non-profit Leadership, Mutual Funds, Strategy, Hedge Funds, Asset Management
Education
Saint Joseph's University 1991 — 1996
Master of Business Administration (M.B.A.), Finance, General
Randolph-Macon College 1987 — 1991
Bachelor of Arts (B.A.), Economics
Radnor High School
Morgan Stanley Investment Management 1998 - 2003
Morgan Stanley Investment Management March 1996 - June 1998
Vanguard December 1993 - February 1996
Vanguard October 1992 - December 1993
Skills
Financial Services, Marketing, Investment Management, Equities, Fixed Income, Non-profit Leadership, Mutual Funds, Strategy, Hedge Funds, Asset Management
Education
Saint Joseph's University 1991 — 1996
Master of Business Administration (M.B.A.), Finance, General
Randolph-Macon College 1987 — 1991
Bachelor of Arts (B.A.), Economics
Radnor High School
Chad Arnold's Vanguard Experience June 2013 - Present
Job Client Support Specialist
Industry Financial Services
Experience
Vanguard June 2013 - Present
Wells Fargo June 2012 - January 2013
BB&T October 2008 - August 2011
Skills
Typing, Microsoft Office, Wireless Networking, Residential Mortgages, Real Estate, Microsoft Excel, Spreadsheets, Credit Analysis, Banking, Loans, Research, Customer Service, Strategic Financial...
Education
Radford University - College of Business and Economics 2007 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Graham High School 2002 — 2005
Regular/General High School/Secondary Diploma Program
Vanguard June 2013 - Present
Wells Fargo June 2012 - January 2013
BB&T October 2008 - August 2011
Skills
Typing, Microsoft Office, Wireless Networking, Residential Mortgages, Real Estate, Microsoft Excel, Spreadsheets, Credit Analysis, Banking, Loans, Research, Customer Service, Strategic Financial...
Education
Radford University - College of Business and Economics 2007 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Graham High School 2002 — 2005
Regular/General High School/Secondary Diploma Program
Chandni Dhingra Chandni Dhingra's Vanguard Experience October 2008 - October 2009
Job Big Data Analyst Consultant at American Express
Industry Information Technology and Services
Experience
American Express June 2014 - Present
Cavalier IT Inc. October 2013 - May 2014
SAS May 2012 - May 2013
Wachovia, A Wells Fargo Company November 2009 - October 2010
Vanguard October 2008 - October 2009
Alliant Energy April 2007 - September 2008
Aptara August 2004 - February 2007
Confederation of Indian Industry January 2003 - August 2003
Skills
Analytics, Predictive Analytics, Marketing Analytics, Data Analysis, SAS, R, Python, Hive, PL/SQL, Machine Learning, Data Mining, MS Excel Pivot Tables, Excel Macro, VBA, Linux, JavaScript, Databases, XML, Business Analysis, Requirements Analysis, CRM, Agile & Waterfall..., Scrum, Regression Testing, System Testing, Manual Testing, SDLC, Microsoft Excel
Education
North Carolina State University 2011 — 2013
Master's degree, Operations Research
Punjab Technical University 2000 — 2004
Bachelor of Technology, Computer Science
American Express June 2014 - Present
Cavalier IT Inc. October 2013 - May 2014
SAS May 2012 - May 2013
Wachovia, A Wells Fargo Company November 2009 - October 2010
Vanguard October 2008 - October 2009
Alliant Energy April 2007 - September 2008
Aptara August 2004 - February 2007
Confederation of Indian Industry January 2003 - August 2003
Skills
Analytics, Predictive Analytics, Marketing Analytics, Data Analysis, SAS, R, Python, Hive, PL/SQL, Machine Learning, Data Mining, MS Excel Pivot Tables, Excel Macro, VBA, Linux, JavaScript, Databases, XML, Business Analysis, Requirements Analysis, CRM, Agile & Waterfall..., Scrum, Regression Testing, System Testing, Manual Testing, SDLC, Microsoft Excel
Education
North Carolina State University 2011 — 2013
Master's degree, Operations Research
Punjab Technical University 2000 — 2004
Bachelor of Technology, Computer Science
Tan Minh Vu Tan Minh Vu's Vanguard Experience June 2014 - Present
Job Compliance Administrator at Vanguard
Industry Financial Services
Experience
Vanguard June 2014 - Present
Vanguard June 2011 - June 2014
Convergys January 2007 - June 2011
Skills
Series 24, Series 4, Series 7, Series 63, Investments, Mutual Funds, Retirement Planning, Equities, Financial Services, Asset Allocation, Fixed Income, Retirement, Financial Modeling, Bloomberg, Securities, Finance, FINRA, Trading, IRAs, Trading Systems, Leadership, Time Management, Thompson One
Education
University of Arizona 1999 — 2004
Computer Science / Finance
Pima Community College 1999 — 2002
Associate's degree
Vanguard June 2014 - Present
Vanguard June 2011 - June 2014
Convergys January 2007 - June 2011
Skills
Series 24, Series 4, Series 7, Series 63, Investments, Mutual Funds, Retirement Planning, Equities, Financial Services, Asset Allocation, Fixed Income, Retirement, Financial Modeling, Bloomberg, Securities, Finance, FINRA, Trading, IRAs, Trading Systems, Leadership, Time Management, Thompson One
Education
University of Arizona 1999 — 2004
Computer Science / Finance
Pima Community College 1999 — 2002
Associate's degree
Doug Wachs Doug Wachs's Vanguard Experience September 2000 - May 2001
Job Consultant/Director, Automated Logistics Systems at Toll Global Forwarding
Industry Logistics and Supply Chain
Experience
Toll Global Forwarding 2007 - Present
FMI International 2001 - 2007
Vanguard September 2000 - May 2001
Footstar 1997 - 2000
Dendrite International 1995 - 1997
Burlington Coat Factory Warehouse Corp. 1993 - 1995
Bell Atlantic Business Systems Services 1988 - 1993
Skills
Project Management, Logistics, Warehouse Management, C, Client Relations, Unix, Client Liaison, 3PL, Technical Support, Microsoft Office, Web Design, Microsoft Word, Customer Service, Microsoft Excel, Supply Chain Management, Process Improvement, Supply Chain
Education
Rider University 1984 — 1988
Bachelor's degree
Toll Global Forwarding 2007 - Present
FMI International 2001 - 2007
Vanguard September 2000 - May 2001
Footstar 1997 - 2000
Dendrite International 1995 - 1997
Burlington Coat Factory Warehouse Corp. 1993 - 1995
Bell Atlantic Business Systems Services 1988 - 1993
Skills
Project Management, Logistics, Warehouse Management, C, Client Relations, Unix, Client Liaison, 3PL, Technical Support, Microsoft Office, Web Design, Microsoft Word, Customer Service, Microsoft Excel, Supply Chain Management, Process Improvement, Supply Chain
Education
Rider University 1984 — 1988
Bachelor's degree
Robert Majeske's Vanguard Experience August 2014 - Present
Job Investment Specialist
Industry Financial Services
Experience
Vanguard August 2014 - Present
Vanguard June 2015 - September 2015
Enterprise Rent-A-Car April 2014 - June 2014
Enterprise Rent-A-Car July 2013 - April 2014
Enterprise Rent-A-Car December 2012 - July 2013
Wal-Mart February 2011 - November 2012
Wal-Mart September 2006 - February 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Web Design, Wordpress, Writing, Typing, Communication, Research, Computer Proficiency, Growth Strategies, Sales, Marketing, Cold Calling, Public Speaking, Leadership, Development Of Employees, Presentations, Microsoft Office, Interviews, Social Networking, Retail
Education
University of Arizona 2011 — 2012
Bachelor's Degree, Commerce
Pima Community College 2008 — 2010
Associates Degree, Business Administration
Vanguard August 2014 - Present
Vanguard June 2015 - September 2015
Enterprise Rent-A-Car April 2014 - June 2014
Enterprise Rent-A-Car July 2013 - April 2014
Enterprise Rent-A-Car December 2012 - July 2013
Wal-Mart February 2011 - November 2012
Wal-Mart September 2006 - February 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Web Design, Wordpress, Writing, Typing, Communication, Research, Computer Proficiency, Growth Strategies, Sales, Marketing, Cold Calling, Public Speaking, Leadership, Development Of Employees, Presentations, Microsoft Office, Interviews, Social Networking, Retail
Education
University of Arizona 2011 — 2012
Bachelor's Degree, Commerce
Pima Community College 2008 — 2010
Associates Degree, Business Administration
Iyishea Garrett Iyishea Garrett's Vanguard Experience October 1999 - July 2013
Job Freelance: Professional Photographer and Video Editor
Industry Photography
Experience
Self-employed (Partnership at A. Cannie Photography) September 2008 - Present
Vanguard October 1999 - July 2013
Wolf Block June 1996 - October 1999
Skills
Microsoft Office, Photoshop, Video, Analysis, Training, Research, Social Media Marketing, Customer Service, Portrait Photography, Event Photography, Wedding Photography, Lightroom, Project Management
Education
Pierce College 1995 — 1997
Associate's degree, Business Administration and Management, General
Self-employed (Partnership at A. Cannie Photography) September 2008 - Present
Vanguard October 1999 - July 2013
Wolf Block June 1996 - October 1999
Skills
Microsoft Office, Photoshop, Video, Analysis, Training, Research, Social Media Marketing, Customer Service, Portrait Photography, Event Photography, Wedding Photography, Lightroom, Project Management
Education
Pierce College 1995 — 1997
Associate's degree, Business Administration and Management, General
Andrew Avella Andrew Avella's Vanguard Experience 1995 - 1997
Job Web Application Developer at DoBusiness Apps and Web Design
Industry Marketing and Advertising
Experience
DoBusiness Apps and Web Design July 2015 - Present
Farmers Finanical Solutions August 2006 - September 2010
OppenheimerFunds 2001 - 2004
AIG Advisor Group 1998 - 2001
Vanguard 1995 - 1997
Skills
Insurance, B2B, Public Speaking, Strategic Planning, Coaching, Web Design, Web Development, Web Applications, Dynamic Trainer, Training, Peer Reviews, PowerPoint, Microsoft Excel, Wordpress, Photoshop, php
Education
University of Arizona 1984 — 1989
Bachelor’s Degree, Communication
Pima Community College
Associate’s Degree, Computer Science
DoBusiness Apps and Web Design July 2015 - Present
Farmers Finanical Solutions August 2006 - September 2010
OppenheimerFunds 2001 - 2004
AIG Advisor Group 1998 - 2001
Vanguard 1995 - 1997
Skills
Insurance, B2B, Public Speaking, Strategic Planning, Coaching, Web Design, Web Development, Web Applications, Dynamic Trainer, Training, Peer Reviews, PowerPoint, Microsoft Excel, Wordpress, Photoshop, php
Education
University of Arizona 1984 — 1989
Bachelor’s Degree, Communication
Pima Community College
Associate’s Degree, Computer Science
Charles Langerhans's Vanguard Experience August 2013 - July 2015
Job J.D. Candidate at Rutgers Law School
Industry Financial Services
Experience
Vanguard August 2013 - July 2015
Princeton University Investment Company June 2011 - August 2011
Education
Rutgers University School of Law - Newark 2015 — 2018
Juris Doctor (J.D.)
Princeton University 2009 — 2013
Bachelor of Arts (A.B.)
Moorestown High School 2005 — 2009
Vanguard August 2013 - July 2015
Princeton University Investment Company June 2011 - August 2011
Education
Rutgers University School of Law - Newark 2015 — 2018
Juris Doctor (J.D.)
Princeton University 2009 — 2013
Bachelor of Arts (A.B.)
Moorestown High School 2005 — 2009
Paul McConnell's Vanguard Experience June 2005 - July 2006
Job Design Director at Intersection
Industry Marketing and Advertising
Experience
Intersection September 2015 - Present
Pratt Institute July 2013 - Present
Control Group July 2014 - September 2015
Control Group January 2012 - June 2014
CKSK March 2011 - December 2011
Publicis Modem August 2008 - February 2011
Organic July 2006 - June 2008
Vanguard June 2005 - July 2006
Tradewind August 2002 - July 2005
Skills
User Experience, Integrated Marketing, Strategy, Interaction Design, Start-ups, Program Management, Agile Methodologies, Project Management, Creative Strategy, Management, User-centered Design, Creative Direction, Mobile Applications, Interactive Advertising, Marketing, Experience Design, Business Strategy, Product Design, Brand Development
Education
Pratt Institute 2003 — 2005
Masters, Design Management
State University of New York College at Oneonta 1998 — 2002
BA, Communications Design / Music
Intersection September 2015 - Present
Pratt Institute July 2013 - Present
Control Group July 2014 - September 2015
Control Group January 2012 - June 2014
CKSK March 2011 - December 2011
Publicis Modem August 2008 - February 2011
Organic July 2006 - June 2008
Vanguard June 2005 - July 2006
Tradewind August 2002 - July 2005
Skills
User Experience, Integrated Marketing, Strategy, Interaction Design, Start-ups, Program Management, Agile Methodologies, Project Management, Creative Strategy, Management, User-centered Design, Creative Direction, Mobile Applications, Interactive Advertising, Marketing, Experience Design, Business Strategy, Product Design, Brand Development
Education
Pratt Institute 2003 — 2005
Masters, Design Management
State University of New York College at Oneonta 1998 — 2002
BA, Communications Design / Music
Reginald Simmons, MBA Reginald Simmons, MBA's Vanguard Experience March 2005 - December 2014
Job Business Development & Sales Analyst
Industry Management Consulting
Experience
Towers Watson January 2015 - Present
Vanguard March 2005 - December 2014
Vanguard December 2000 - March 2005
M&T Bank January 1999 - December 2000
Skills
Microsoft Office, Client Relations Skills, Manage Client..., Project Management, Time Management, Analytical Skills, Persuasiveness, Highly detail oriented, Influential Communicator, Strategic Thinking, Problem Solving, Organized Multi-tasker, Retirement Plan..., Qualified Retirement..., Retention Strategies, Interpersonal..., Investments, Data Analysis, Strategic Consulting, Analysis, CRM, Financial Services, Business Analysis, Business Development, Microsoft Excel, Sales, Customer Service, Relationship Management, Financial Modeling, Financial Analysis, Management
Education
Philadelphia University 2012 — 2015
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Philadelphia University 2005 — 2008
Bachelor's Degree, Finance, General
Towers Watson January 2015 - Present
Vanguard March 2005 - December 2014
Vanguard December 2000 - March 2005
M&T Bank January 1999 - December 2000
Skills
Microsoft Office, Client Relations Skills, Manage Client..., Project Management, Time Management, Analytical Skills, Persuasiveness, Highly detail oriented, Influential Communicator, Strategic Thinking, Problem Solving, Organized Multi-tasker, Retirement Plan..., Qualified Retirement..., Retention Strategies, Interpersonal..., Investments, Data Analysis, Strategic Consulting, Analysis, CRM, Financial Services, Business Analysis, Business Development, Microsoft Excel, Sales, Customer Service, Relationship Management, Financial Modeling, Financial Analysis, Management
Education
Philadelphia University 2012 — 2015
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Philadelphia University 2005 — 2008
Bachelor's Degree, Finance, General
Matthew Poulton Matthew Poulton's Vanguard Experience July 2015 - Present
Job Client Relationship Specialist at Vanguard
Industry Financial Services
Experience
Vanguard July 2015 - Present
Local First Arizona August 2014 - May 2015
Mama's Hawaiian Bar-B-Cue August 2014 - December 2014
Local First Arizona June 2014 - August 2014
Tucson Clean & Beautiful Inc. May 2014 - July 2014
Bank of America November 2010 - November 2013
Tucson Day Deals LLC. June 2012 - November 2012
Merrill Lynch July 2010 - December 2010
Skills
Wealth Management, Customer Service, Investments, Banking, Sales, Leadership, Management, Portfolio Management, Cash Management, Event Planning, Commercial Banking, Retail Banking, Relationship Management, Microsoft Excel, Financial Modeling, Microsoft Office, Microsoft Word, Financial Risk, Marketing Strategy, Credit Analysis, Strategic Financial..., Valuation, Sustainability, Sustainable Development, ArcGIS, Sustainability..., Corporate Sustainability, Business Management, Corporate Social..., HTML, CSS, Public Speaking, Business Development, Finance
Education
University of Arizona 2011 — 2015
Bachelor of Science (B.S.), Sustainable Built Environments; Business Administration, Senior
Pima Community College 2008 — 2011
Credits for transfer to the University of Arizona, General - Business
Vanguard July 2015 - Present
Local First Arizona August 2014 - May 2015
Mama's Hawaiian Bar-B-Cue August 2014 - December 2014
Local First Arizona June 2014 - August 2014
Tucson Clean & Beautiful Inc. May 2014 - July 2014
Bank of America November 2010 - November 2013
Tucson Day Deals LLC. June 2012 - November 2012
Merrill Lynch July 2010 - December 2010
Skills
Wealth Management, Customer Service, Investments, Banking, Sales, Leadership, Management, Portfolio Management, Cash Management, Event Planning, Commercial Banking, Retail Banking, Relationship Management, Microsoft Excel, Financial Modeling, Microsoft Office, Microsoft Word, Financial Risk, Marketing Strategy, Credit Analysis, Strategic Financial..., Valuation, Sustainability, Sustainable Development, ArcGIS, Sustainability..., Corporate Sustainability, Business Management, Corporate Social..., HTML, CSS, Public Speaking, Business Development, Finance
Education
University of Arizona 2011 — 2015
Bachelor of Science (B.S.), Sustainable Built Environments; Business Administration, Senior
Pima Community College 2008 — 2011
Credits for transfer to the University of Arizona, General - Business
Jason Bradberry Jason Bradberry's Vanguard Experience August 2001 - June 2002
Job Experienced Technical Trainer and Mainframe Programmer/Analysist
Industry Information Technology and Services
Experience
Archdiocese of Denver August 2010 - June 2014
Vanguard August 2001 - June 2002
Independent Consultant / Contractor January 1999 - September 2001
Chubb Computer Services May 2000 - August 2001
Skills
Instructional Technology, Classroom, Educational Technology, Teacher Training, K-12, Integrating Technology..., Technology Education, COBOLII, CICS, Classroom Management, Differentiated..., Curriculum Development, Dansguardian, LTSP, Lesson Planning, Smartboard, Public Speaking, JCL, Bash, Community Outreach, Fundraising, Technology Integration, Volunteer Management, Event Planning, PowerPoint, Secondary Education, Microsoft Office, Blogging, 21st Century Skills, Middle School, Moodle, Program Development, Research, Instructional Design, SQL DB2, Debian, VSAM, TSO, Ubuntu, Structured Programming, Software Development, Software Documentation, Software Installation, Squid, Software Design, Stored Procedures, Network Security, Linux Firewalls, Social Media, Nonprofits
Education
Regis University 2009 — 2010
M.A., Systems Engineering, 4.0
Regis University 2002 — 2003
Teaching Licence - Alternative Teaching Program, Teaching, CO Initial Teaching Liscence
Colorado State University 1991 — 1996
Bachelor's degree, Music Performance, Vocal
Limon High School 1987 — 1991
Diploma, HS
Archdiocese of Denver August 2010 - June 2014
Vanguard August 2001 - June 2002
Independent Consultant / Contractor January 1999 - September 2001
Chubb Computer Services May 2000 - August 2001
Skills
Instructional Technology, Classroom, Educational Technology, Teacher Training, K-12, Integrating Technology..., Technology Education, COBOLII, CICS, Classroom Management, Differentiated..., Curriculum Development, Dansguardian, LTSP, Lesson Planning, Smartboard, Public Speaking, JCL, Bash, Community Outreach, Fundraising, Technology Integration, Volunteer Management, Event Planning, PowerPoint, Secondary Education, Microsoft Office, Blogging, 21st Century Skills, Middle School, Moodle, Program Development, Research, Instructional Design, SQL DB2, Debian, VSAM, TSO, Ubuntu, Structured Programming, Software Development, Software Documentation, Software Installation, Squid, Software Design, Stored Procedures, Network Security, Linux Firewalls, Social Media, Nonprofits
Education
Regis University 2009 — 2010
M.A., Systems Engineering, 4.0
Regis University 2002 — 2003
Teaching Licence - Alternative Teaching Program, Teaching, CO Initial Teaching Liscence
Colorado State University 1991 — 1996
Bachelor's degree, Music Performance, Vocal
Limon High School 1987 — 1991
Diploma, HS
Nikki Bresch Nikki Bresch's Vanguard Experience November 2010 - March 2011
Job Equities Operations Analyst
Industry Investment Banking
Experience
Morgan Stanley May 2015 - Present
Barclays Investment Bank March 2014 - March 2015
J.P. Morgan October 2011 - March 2014
J.P. Morgan March 2011 - June 2011
Vanguard November 2010 - March 2011
Lomurro, Davison, Eastman & Munoz May 2010 - August 2010
Skills
Investments, Management, Microsoft Office, PowerPoint, Time Management, Leadership
Education
Rider University 2007 — 2010
Bachelor's of Science in Business Administration, Finance
University of New South Wales 2009 — 2009
Morgan Stanley May 2015 - Present
Barclays Investment Bank March 2014 - March 2015
J.P. Morgan October 2011 - March 2014
J.P. Morgan March 2011 - June 2011
Vanguard November 2010 - March 2011
Lomurro, Davison, Eastman & Munoz May 2010 - August 2010
Skills
Investments, Management, Microsoft Office, PowerPoint, Time Management, Leadership
Education
Rider University 2007 — 2010
Bachelor's of Science in Business Administration, Finance
University of New South Wales 2009 — 2009
Reginald Harrison Reginald Harrison's Vanguard Experience June 2008 - Present
Job Investment Specialist at Vanguard
Industry Financial Services
Experience
Vanguard June 2008 - Present
USAA March 2000 - October 2004
City of Aurora, Coloradoo March 1998 - December 1999
Skills
Customer Focus, Sales Management
Education
Pratt Institute 1971 — 1972
none, Architecture
New York Technical College 1969 — 1971
Associate Degree, Construction Administration
Vanguard June 2008 - Present
USAA March 2000 - October 2004
City of Aurora, Coloradoo March 1998 - December 1999
Skills
Customer Focus, Sales Management
Education
Pratt Institute 1971 — 1972
none, Architecture
New York Technical College 1969 — 1971
Associate Degree, Construction Administration
Chelsea Hanna's Vanguard Experience October 2011 - June 2012
Job .
Industry Staffing and Recruiting
Experience
Aerotek April 2015 - Present
Restaurants Unlimited June 2010 - June 2015
Vanguard October 2011 - June 2012
Portland State University September 2007 - June 2012
Skills
Public Speaking, Research, Social Media, Public Relations, Editing, Marketing, Blogging, Social Networking, Event Planning, Media Relations, Press Releases, Social Media Marketing, Copywriting, Marketing Communications, Management, Sales, Customer Service, PowerPoint, Microsoft Office, Leadership, Microsoft Excel
Education
Portland State University 2007 — 2012
Bachelor's degree, Communication and Media Studies
Portland State University 2007 — 2012
Bachelors of Science, Communications
Aerotek April 2015 - Present
Restaurants Unlimited June 2010 - June 2015
Vanguard October 2011 - June 2012
Portland State University September 2007 - June 2012
Skills
Public Speaking, Research, Social Media, Public Relations, Editing, Marketing, Blogging, Social Networking, Event Planning, Media Relations, Press Releases, Social Media Marketing, Copywriting, Marketing Communications, Management, Sales, Customer Service, PowerPoint, Microsoft Office, Leadership, Microsoft Excel
Education
Portland State University 2007 — 2012
Bachelor's degree, Communication and Media Studies
Portland State University 2007 — 2012
Bachelors of Science, Communications
Anthony Jones Jr., M.A Anthony Jones Jr., M.A's Vanguard Experience March 2012 - February 2013
Job Innovative management & leadership professional known for implementing change, and producing success working tirelessly.
Industry Human Resources
Experience
The Home Depot May 2014 - Present
LA Fitness February 2013 - February 2014
Vanguard March 2012 - February 2013
Morgan Brother's Transport May 2008 - February 2012
Skills
ETFs, Investments, 401k, Equities, ERISA, Asset Allocation, Securities, Bloomberg, Retirement, Relationship Management, Portfolio Management, Finance, Bloomberg Terminal, Lotus Notes, Retirement Planning, Process Improvement, Wealth Management, Management, Project Management, Operations Management, Sales Operations, Hiring Employees, New Business Development, Marketing Strategy, Business Strategy, Business Analysis, Customer Service, Microsoft Office, Microsoft Word, Public Speaking, Sales, Strategic Planning, Team Building, Training
Education
Webster University 2012 — 2014
Masters of Management and Leadership
Southeast Missouri State University 2008 — 2010
Bachelor of Arts (B.A.)
Ranken Technical College 2007 — 2009
Associate of Science (A.S.)
The Home Depot May 2014 - Present
LA Fitness February 2013 - February 2014
Vanguard March 2012 - February 2013
Morgan Brother's Transport May 2008 - February 2012
Skills
ETFs, Investments, 401k, Equities, ERISA, Asset Allocation, Securities, Bloomberg, Retirement, Relationship Management, Portfolio Management, Finance, Bloomberg Terminal, Lotus Notes, Retirement Planning, Process Improvement, Wealth Management, Management, Project Management, Operations Management, Sales Operations, Hiring Employees, New Business Development, Marketing Strategy, Business Strategy, Business Analysis, Customer Service, Microsoft Office, Microsoft Word, Public Speaking, Sales, Strategic Planning, Team Building, Training
Education
Webster University 2012 — 2014
Masters of Management and Leadership
Southeast Missouri State University 2008 — 2010
Bachelor of Arts (B.A.)
Ranken Technical College 2007 — 2009
Associate of Science (A.S.)
Tyrone Williams II Tyrone Williams II's Vanguard Experience June 2014 - August 2015
Job Associate Mortgage Banker at Quicken Loans
Industry Financial Services
Experience
Quicken Loans August 2015 - Present
Vanguard June 2014 - August 2015
Hallmark Financial, LLC May 2013 - September 2013
Athlete August 2009 - August 2012
Stanley Steemer January 2011 - July 2011
Skills
Microsoft Office, Research, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Public Speaking, English, Social Media, Windows, Photoshop, Data Analysis, Time Management, Finance, Leadership
Education
University of San Diego 2011 — 2014
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Pima Community College 2009 — 2011
Quicken Loans August 2015 - Present
Vanguard June 2014 - August 2015
Hallmark Financial, LLC May 2013 - September 2013
Athlete August 2009 - August 2012
Stanley Steemer January 2011 - July 2011
Skills
Microsoft Office, Research, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Public Speaking, English, Social Media, Windows, Photoshop, Data Analysis, Time Management, Finance, Leadership
Education
University of San Diego 2011 — 2014
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Pima Community College 2009 — 2011
Doug Ingersoll's Vanguard Experience December 1999 - January 2005
Job Realtor
Industry Real Estate
Experience
Self-employed January 2003 - Present
Vanguard December 1999 - January 2005
Various locations March 1986 - July 1995
Skills
Helping buyers and..., I listen and easily..., Financial Analysis, Leadership, Asset Management, Finance, Real Estate Transactions, Investments
Education
Purdue University 1981 — 1985
Bachelor of Science (BS), Hotel, Motel, and Restaurant Management
Self-employed January 2003 - Present
Vanguard December 1999 - January 2005
Various locations March 1986 - July 1995
Skills
Helping buyers and..., I listen and easily..., Financial Analysis, Leadership, Asset Management, Finance, Real Estate Transactions, Investments
Education
Purdue University 1981 — 1985
Bachelor of Science (BS), Hotel, Motel, and Restaurant Management
Raymond Fusco's Vanguard Experience January 2014 - February 2015
Job Senior Accountant at Amspec LLC
Industry Oil & Energy
Experience
AmSpec LLC March 2015 - Present
Vanguard January 2014 - February 2015
Vanguard January 2007 - December 2013
Vanguard October 2005 - January 2007
Skills
Accounts Payable, Accounting, Financial Analysis, Finance, Microsoft Excel, Analysis, Accounts Receivable, Payroll, Process Improvement, Customer Service, Access, Time Management, PowerPoint, Microsoft Office, Leadership
Education
Philadelphia University
Master's Degree, Taxation
Philadelphia University
Bachelor's Degree, Accounting and Finance
AmSpec LLC March 2015 - Present
Vanguard January 2014 - February 2015
Vanguard January 2007 - December 2013
Vanguard October 2005 - January 2007
Skills
Accounts Payable, Accounting, Financial Analysis, Finance, Microsoft Excel, Analysis, Accounts Receivable, Payroll, Process Improvement, Customer Service, Access, Time Management, PowerPoint, Microsoft Office, Leadership
Education
Philadelphia University
Master's Degree, Taxation
Philadelphia University
Bachelor's Degree, Accounting and Finance
Debbie Staton Debbie Staton's Vanguard Experience 2011 - 2013
Job HRIS Administrator at Swanson Group Inc
Industry Paper & Forest Products
Experience
Vanguard 2011 - 2013
BDI Web Solutions 2004 - 2010
Levi Strauss & Co. January 2000 - March 2004
Skills
Financial Services, Mutual Funds, Relationship Management, Retirement Planning, Employee Benefits, Wealth Management, Portfolio Management, Banking
Education
Punahou School
University of Hawaii at Manoa
Bachelor of Business Administration (BBA), Business Administration and Management, General
Vanguard 2011 - 2013
BDI Web Solutions 2004 - 2010
Levi Strauss & Co. January 2000 - March 2004
Skills
Financial Services, Mutual Funds, Relationship Management, Retirement Planning, Employee Benefits, Wealth Management, Portfolio Management, Banking
Education
Punahou School
University of Hawaii at Manoa
Bachelor of Business Administration (BBA), Business Administration and Management, General
Brent Millon's Vanguard Experience October 2000 - November 2002
Job V.P. Product Management | Chief Communications Officer
Industry E-Learning
Experience
Glynlyon Inc. August 2014 - Present
Glynlyon Inc. June 2010 - August 2014
Glynlyon Inc. February 2006 - June 2010
Alpha Omega Publications March 2005 - February 2006
Alpha Omega Publications March 2004 - March 2005
Vanguard October 2000 - November 2002
Phoenix Marriott Mesa May 1999 - June 2000
Tempe Mission Palms Hotel and Conference Center February 1997 - May 1999
Skills
Leadership Development, Instructional Design, E-Learning, Instructor-led Training, Coaching, Staff Development, Organizational..., Public Speaking, Team Building, Onboarding, Adult Education, Camtasia, Talent Acquisition, Team Leadership, Change Management, Classroom, Leadership, Educational Technology, Corporate Communications, Training, Employee Training, Training Delivery, Blended Learning, Teaching, Curriculum Development, Learning Management, Distance Learning, Learning Management..., Needs Analysis, Instructional Technology, Adult Learning Theory, ADDIE, Content Development
Education
Purdue University 1988 — 1993
Bachelor's Degree, Restaurant, Hotel, Institutional and Tourism Management
Purdue University
Glynlyon Inc. August 2014 - Present
Glynlyon Inc. June 2010 - August 2014
Glynlyon Inc. February 2006 - June 2010
Alpha Omega Publications March 2005 - February 2006
Alpha Omega Publications March 2004 - March 2005
Vanguard October 2000 - November 2002
Phoenix Marriott Mesa May 1999 - June 2000
Tempe Mission Palms Hotel and Conference Center February 1997 - May 1999
Skills
Leadership Development, Instructional Design, E-Learning, Instructor-led Training, Coaching, Staff Development, Organizational..., Public Speaking, Team Building, Onboarding, Adult Education, Camtasia, Talent Acquisition, Team Leadership, Change Management, Classroom, Leadership, Educational Technology, Corporate Communications, Training, Employee Training, Training Delivery, Blended Learning, Teaching, Curriculum Development, Learning Management, Distance Learning, Learning Management..., Needs Analysis, Instructional Technology, Adult Learning Theory, ADDIE, Content Development
Education
Purdue University 1988 — 1993
Bachelor's Degree, Restaurant, Hotel, Institutional and Tourism Management
Purdue University
Gloria Roshetko Gloria Roshetko's Vanguard Experience May 2015 - Present
Job Sales, Marketing, and Publishing Professional
Industry Publishing
Experience
Vanguard May 2015 - Present
Product Sales October 2013 - Present
McGraw Hill Trade Publications 1990 - 1992
VIRGO January 1988 - January 1990
KPOL Television January 1986 - January 1988
Skills
Publishing, Online Advertising, Newspapers, Copywriting, Advertising, Magazines, Publications, Advertising Sales, Editorial, Digital Media, Sales, Fundraising, Customer Service, Marketing Strategy, Marketing, Marketing Communications, Social Networking
Education
Phoenix College
Phoenix Community College
Vanguard May 2015 - Present
Product Sales October 2013 - Present
McGraw Hill Trade Publications 1990 - 1992
VIRGO January 1988 - January 1990
KPOL Television January 1986 - January 1988
Skills
Publishing, Online Advertising, Newspapers, Copywriting, Advertising, Magazines, Publications, Advertising Sales, Editorial, Digital Media, Sales, Fundraising, Customer Service, Marketing Strategy, Marketing, Marketing Communications, Social Networking
Education
Phoenix College
Phoenix Community College
Scott Werts Scott Werts's Vanguard Experience June 2014 - August 2015
Job Associate Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2015 - Present
Vanguard June 2014 - August 2015
Radford University January 2014 - May 2014
Radford University August 2012 - May 2014
The Joyce Agency, Inc. December 2011 - January 2014
Community Pool Service, Inc. June 2008 - August 2011
Skills
Teamwork, Public Speaking, Microsoft Office, Customer Service, Social Networking, Social Media, Team Leadership, Marketing Strategy, Sales, Event Planning, Marketing, Microsoft Excel, Strategic Planning, Data Analysis, PowerPoint, Problem Solving, Time Management, Creative Solutions, Series 7, Series 63, Business Development
Education
Radford University 2010 — 2014
Bachelor of Business Administration (BBA), Marketing, Minor: Information Systems
Charles Schwab August 2015 - Present
Vanguard June 2014 - August 2015
Radford University January 2014 - May 2014
Radford University August 2012 - May 2014
The Joyce Agency, Inc. December 2011 - January 2014
Community Pool Service, Inc. June 2008 - August 2011
Skills
Teamwork, Public Speaking, Microsoft Office, Customer Service, Social Networking, Social Media, Team Leadership, Marketing Strategy, Sales, Event Planning, Marketing, Microsoft Excel, Strategic Planning, Data Analysis, PowerPoint, Problem Solving, Time Management, Creative Solutions, Series 7, Series 63, Business Development
Education
Radford University 2010 — 2014
Bachelor of Business Administration (BBA), Marketing, Minor: Information Systems
Brian Conlan Brian Conlan's Vanguard Experience October 2004 - Present
Job
Industry Accounting
Experience
Vanguard October 2004 - Present
SEI 1997 - 2003
Skills
Financial Analysis, Investments, Mutual Funds, Equities, Accounting, Financial Reporting, UCITS, ETFs, OEIC, Fixed Income, Derivatives, Fund Of Funds, Alternative Investments
Education
St. Joseph's University 2010 — 2013
Master of Business Administration (MBA), International Business
Rider University 1993 — 1996
Bachelor's degree, Finance, General
Vanguard October 2004 - Present
SEI 1997 - 2003
Skills
Financial Analysis, Investments, Mutual Funds, Equities, Accounting, Financial Reporting, UCITS, ETFs, OEIC, Fixed Income, Derivatives, Fund Of Funds, Alternative Investments
Education
St. Joseph's University 2010 — 2013
Master of Business Administration (MBA), International Business
Rider University 1993 — 1996
Bachelor's degree, Finance, General
Braulio Duran Braulio Duran's Vanguard Experience 2008 - 2010
Job President at NY LED Supply Inc.
Industry Construction
Experience
NY LED SUPPLY INC. July 2011 - Present
Vanguard 2008 - 2010
Skills
We specialize in..., Lighting, Engineering, Manufacturing, Retail, Entertainment, Product Development, Energy Efficiency, New Business Development, Sales Management, Sales, Account Management, Strategic Planning
Education
Queen's College
half hollow hills
NY LED SUPPLY INC. July 2011 - Present
Vanguard 2008 - 2010
Skills
We specialize in..., Lighting, Engineering, Manufacturing, Retail, Entertainment, Product Development, Energy Efficiency, New Business Development, Sales Management, Sales, Account Management, Strategic Planning
Education
Queen's College
half hollow hills
Maggie O'Donnell Danford Maggie O'Donnell Danford's Vanguard Experience January 2013 - Present
Job Implementation Specialist at Vanguard
Industry Human Resources
Experience
Vanguard January 2013 - Present
Vanguard November 2010 - January 2013
Desert Mission Food Bank November 2011 - November 2011
Vanguard June 2007 - November 2010
Steve Elliott Marketing Research July 2004 - October 2008
Steve Elliott Marketing Research June 2004 - October 2008
Vanguard June 2007 - August 2008
Regis University Annual Fund Office October 2006 - May 2007
Skills
Microsoft Office, Excel, Adobe, PeopleSoft, Lotus Notes, SharePoint, Time Management, Mutual Funds, Human Resources
Education
Regis University 2003 — 2007
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Regis University 2003 — 2007
Bachelor of Science, Business Administration; Marketing
Xavier College Prep 1999 — 2003
Vanguard January 2013 - Present
Vanguard November 2010 - January 2013
Desert Mission Food Bank November 2011 - November 2011
Vanguard June 2007 - November 2010
Steve Elliott Marketing Research July 2004 - October 2008
Steve Elliott Marketing Research June 2004 - October 2008
Vanguard June 2007 - August 2008
Regis University Annual Fund Office October 2006 - May 2007
Skills
Microsoft Office, Excel, Adobe, PeopleSoft, Lotus Notes, SharePoint, Time Management, Mutual Funds, Human Resources
Education
Regis University 2003 — 2007
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Regis University 2003 — 2007
Bachelor of Science, Business Administration; Marketing
Xavier College Prep 1999 — 2003
Jackie Dinh Tran Jackie Dinh Tran's Vanguard Experience August 2014 - August 2015
Job Investment Specialist at Vanguard
Industry Financial Services
Experience
Vanguard August 2014 - August 2015
Op nail by kj September 2004 - May 2014
Father Financial June 2013 - August 2013
Skills
Manicures, Great communications..., Analytics, Organizational..., Presentations, Customer Service, Languages, Microsoft Office, Microsoft Excel, Microsoft Word, Communication, Finance, Event Planning
Education
University of Arizona 2011 — 2014
Bachelor's science of Business, Finance/ Economic and Global Business
Pima Community College 2009 — 2011
Business Associates, Business Administration and Management, General, 3.75
Vanguard August 2014 - August 2015
Op nail by kj September 2004 - May 2014
Father Financial June 2013 - August 2013
Skills
Manicures, Great communications..., Analytics, Organizational..., Presentations, Customer Service, Languages, Microsoft Office, Microsoft Excel, Microsoft Word, Communication, Finance, Event Planning
Education
University of Arizona 2011 — 2014
Bachelor's science of Business, Finance/ Economic and Global Business
Pima Community College 2009 — 2011
Business Associates, Business Administration and Management, General, 3.75
Linda Bottega Linda Bottega's Vanguard Experience 1994 - 2003
Job Owner at Bottegaworks
Industry Entertainment
Experience
Bottegaworks May 2009 - Present
Southern California Public Radio/KPCC/KUOR November 2005 - May 2009
Vanguard 1994 - 2003
Vanguard 1994 - 2003
WLKW-AM-FM April 1980 - February 1985
Skills
Radio, Marketing, Coaching, Social Media, Blogging, Public Relations, Nonprofits, Life Coaching, Budgets, Entertainment, Management
Education
Rhode Island College 1963 — 1987
Bachelor's degree, General Studies
Bottegaworks May 2009 - Present
Southern California Public Radio/KPCC/KUOR November 2005 - May 2009
Vanguard 1994 - 2003
Vanguard 1994 - 2003
WLKW-AM-FM April 1980 - February 1985
Skills
Radio, Marketing, Coaching, Social Media, Blogging, Public Relations, Nonprofits, Life Coaching, Budgets, Entertainment, Management
Education
Rhode Island College 1963 — 1987
Bachelor's degree, General Studies
La-Tisha Alston La-Tisha Alston's Vanguard Experience June 2011 - Present
Job
Industry Financial Services
Experience
Vanguard June 2011 - Present
The Vanguard Group March 2009 - Present
Vanguard January 2008 - March 2009
The Vanguard Group October 2004 - January 2008
Skills
Analysis, Leadership, Mutual Funds, Management, Time Management
Education
Rider University 1992 — 1997
Bachelor of Science, Political Science
Central High School 1988 — 1992
Vanguard June 2011 - Present
The Vanguard Group March 2009 - Present
Vanguard January 2008 - March 2009
The Vanguard Group October 2004 - January 2008
Skills
Analysis, Leadership, Mutual Funds, Management, Time Management
Education
Rider University 1992 — 1997
Bachelor of Science, Political Science
Central High School 1988 — 1992
Douglas Davis Douglas Davis's Vanguard Experience May 2013 - July 2013
Job CoFounder at GoJobio
Industry Sports
Experience
GoJobio May 2014 - Present
Philadelphia 76ers March 2014 - August 2014
Vanguard May 2013 - July 2013
Walter Tuebingen Tigers August 2012 - December 2012
Athletes and Entertainers Wealth Management June 2011 - August 2011
Skills
Microsoft Office, Social Media, PowerPoint, Management, Research, Teaching, Event Planning, Microsoft Word, Public Speaking, Microsoft Excel, Athletics, Fundraising, Social Networking, Sports
Education
Princeton University 2008 — 2012
Bachelor of Arts (BA), Sociology
GoJobio May 2014 - Present
Philadelphia 76ers March 2014 - August 2014
Vanguard May 2013 - July 2013
Walter Tuebingen Tigers August 2012 - December 2012
Athletes and Entertainers Wealth Management June 2011 - August 2011
Skills
Microsoft Office, Social Media, PowerPoint, Management, Research, Teaching, Event Planning, Microsoft Word, Public Speaking, Microsoft Excel, Athletics, Fundraising, Social Networking, Sports
Education
Princeton University 2008 — 2012
Bachelor of Arts (BA), Sociology
Alison Elliott Alison Elliott's Vanguard Experience 2005 - 2013
Job Training Design/ Change Management
Industry Financial Services
Experience
Duke Energy Corporation August 2014 - Present
Wells Fargo October 2013 - August 2014
Vanguard 2005 - 2013
Skills
Coaching, Human Resources, Employee Training, Onboarding, Training, Customer Service, Financial Services, Leadership, Team Building, Time Management, Public Speaking, Process Improvement, CRM, Microsoft Word, Management, Investments, Mutual Funds, Series 63, Project Management, Relationship Management, Event Management, Business Analysis, Retirement Planning, Program Management, Call Centers, Budgets, Event Planning, PowerPoint, Analysis, Financial Analysis, Risk Management, Nonprofits, Team Leadership, Research, Customer Satisfaction, Lotus Notes, Fundraising, Change Management
Education
Queens University of Charlotte 2008 — 2010
Bachelor of Science (BS), Human Services, General
State University of New York College at Fredonia 1998 — 2002
Computer Science
Duke Energy Corporation August 2014 - Present
Wells Fargo October 2013 - August 2014
Vanguard 2005 - 2013
Skills
Coaching, Human Resources, Employee Training, Onboarding, Training, Customer Service, Financial Services, Leadership, Team Building, Time Management, Public Speaking, Process Improvement, CRM, Microsoft Word, Management, Investments, Mutual Funds, Series 63, Project Management, Relationship Management, Event Management, Business Analysis, Retirement Planning, Program Management, Call Centers, Budgets, Event Planning, PowerPoint, Analysis, Financial Analysis, Risk Management, Nonprofits, Team Leadership, Research, Customer Satisfaction, Lotus Notes, Fundraising, Change Management
Education
Queens University of Charlotte 2008 — 2010
Bachelor of Science (BS), Human Services, General
State University of New York College at Fredonia 1998 — 2002
Computer Science
Katherine Kellert, CAIA Katherine Kellert, CAIA's Vanguard Experience July 2014 - Present
Job MBA Rotational Program, Investment Management at Vanguard
Industry Investment Management
Experience
Vanguard July 2014 - Present
University of Georgia - Terry College of Business July 2012 - May 2014
Vanguard May 2013 - August 2013
Salient Partners May 2011 - June 2012
Salient Partners May 2009 - May 2011
Skills
Financial Modeling, Alternative Investments, Quantitative Research, Asset Managment, Portfolio Management, Investments, Asset Allocation, Mutual Funds, Risk Management, Analysis
Education
Rice University 2006 — 2010
Bachelor of Arts, Mathematical Economic Analysis
University of Georgia - Terry College of Business
Master of Business Administration (MBA), Finance and Financial Management Services
Vanguard July 2014 - Present
University of Georgia - Terry College of Business July 2012 - May 2014
Vanguard May 2013 - August 2013
Salient Partners May 2011 - June 2012
Salient Partners May 2009 - May 2011
Skills
Financial Modeling, Alternative Investments, Quantitative Research, Asset Managment, Portfolio Management, Investments, Asset Allocation, Mutual Funds, Risk Management, Analysis
Education
Rice University 2006 — 2010
Bachelor of Arts, Mathematical Economic Analysis
University of Georgia - Terry College of Business
Master of Business Administration (MBA), Finance and Financial Management Services
Tina McElvarr's Vanguard Experience January 2013 - Present
Job Benefits Administrator at Vanguard
Industry Human Resources
Experience
Vanguard January 2013 - Present
Vanguard March 2012 - Present
St. Joseph's University August 2011 - September 2011
FXI January 2000 - May 2011
GENERAL ACCIDENT INSURANCE COMPANY January 1997 - June 1999
TOWERS PERRIN January 1995 - January 1997
FIRST FIDELITY BANCORPORATION June 1991 - July 1995
Skills
Pensions, Employee Benefits, 401k, Defined Benefit, Benefits, Retirement, Retirement Planning, ADP Payroll, Deferred Compensation, Defined Contribution, Personnel Management, ERISA, Payroll, Talent Management, Employee Relations, Employee Engagement, Human Resources
Education
Pierce College
Associate Degree, Accounting
Vanguard January 2013 - Present
Vanguard March 2012 - Present
St. Joseph's University August 2011 - September 2011
FXI January 2000 - May 2011
GENERAL ACCIDENT INSURANCE COMPANY January 1997 - June 1999
TOWERS PERRIN January 1995 - January 1997
FIRST FIDELITY BANCORPORATION June 1991 - July 1995
Skills
Pensions, Employee Benefits, 401k, Defined Benefit, Benefits, Retirement, Retirement Planning, ADP Payroll, Deferred Compensation, Defined Contribution, Personnel Management, ERISA, Payroll, Talent Management, Employee Relations, Employee Engagement, Human Resources
Education
Pierce College
Associate Degree, Accounting
Jeff Rickard, PMP Jeff Rickard, PMP's Vanguard Experience November 2005 - Present
Job Master Black Belt at Vanguard
Industry Financial Services
Experience
Vanguard November 2005 - Present
Parata Systems August 2004 - November 2005
International Paper October 1998 - January 2004
International Paper August 1997 - October 1998
International Paper July 1995 - August 1997
Unilever HPC January 1991 - July 1995
General Mills June 1987 - November 1990
Skills
Six Sigma, Process Improvement, Change Management, Cross-functional Team..., Project Management, Coaching, Business Process..., Continuous Improvement, Strategic Planning, Team Building, Process Engineering, Program Management, Leadership Development, Lean Manufacturing, Performance Management, Employee Training, Business Strategy, MS Project, Training, Data Analysis, Black Belt, Strategy, Visio, Contract Negotiation, Quality Management, Supply Chain Management, Team Leadership, Project Planning, Management Consulting, Forecasting, Leadership, Supply Chain, DMAIC, Organizational..., Manufacturing, Analysis, Operations Management, Business Process, Budgets, Organizational..., CRM, Operational Excellence, Risk Management, Vendor Management, Quality Assurance, Management, Business Planning, Business Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2001
MBA, Business
Purdue University 1981 — 1987
BSChE, Chemical Engineering
Vanguard November 2005 - Present
Parata Systems August 2004 - November 2005
International Paper October 1998 - January 2004
International Paper August 1997 - October 1998
International Paper July 1995 - August 1997
Unilever HPC January 1991 - July 1995
General Mills June 1987 - November 1990
Skills
Six Sigma, Process Improvement, Change Management, Cross-functional Team..., Project Management, Coaching, Business Process..., Continuous Improvement, Strategic Planning, Team Building, Process Engineering, Program Management, Leadership Development, Lean Manufacturing, Performance Management, Employee Training, Business Strategy, MS Project, Training, Data Analysis, Black Belt, Strategy, Visio, Contract Negotiation, Quality Management, Supply Chain Management, Team Leadership, Project Planning, Management Consulting, Forecasting, Leadership, Supply Chain, DMAIC, Organizational..., Manufacturing, Analysis, Operations Management, Business Process, Budgets, Organizational..., CRM, Operational Excellence, Risk Management, Vendor Management, Quality Assurance, Management, Business Planning, Business Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2001
MBA, Business
Purdue University 1981 — 1987
BSChE, Chemical Engineering
Gerard Fiore, AIA Gerard Fiore, AIA's Vanguard Experience June 1992 - September 1997
Job PROJECT EXECUTIVE at CVMNEXT CONSTRUCTION
Industry Construction
Experience
CVMNEXT CONSTRUCTION September 2005 - Present
Ballinger November 1997 - September 2005
Vanguard June 1992 - September 1997
Skills
Construction, Project Planning, Project Management, MS Project, Budgets, Proposal Writing, Feasibility Studies, Pre-construction, Negotiation, Analysis, Value Engineering, Project Bidding, Construction Management, Renovation, Microsoft Project
Education
Princeton University 1978 — 1982
Bachelor of Arts, Architecture and Urban Planning
CVMNEXT CONSTRUCTION September 2005 - Present
Ballinger November 1997 - September 2005
Vanguard June 1992 - September 1997
Skills
Construction, Project Planning, Project Management, MS Project, Budgets, Proposal Writing, Feasibility Studies, Pre-construction, Negotiation, Analysis, Value Engineering, Project Bidding, Construction Management, Renovation, Microsoft Project
Education
Princeton University 1978 — 1982
Bachelor of Arts, Architecture and Urban Planning
Charles Colucci Charles Colucci's Vanguard Experience September 2015 - Present
Job Vanguard Mutual Funds
Industry Financial Services
Experience
Vanguard September 2015 - Present
La Cucina Colucci July 2014 - September 2015
il Capo Pizzeria March 2014 - July 2014
Italian Culinary Institute September 2013 - October 2013
National Academy of Sports Medicine (NASM) March 2011 - March 2013
KettleBell Concepts July 2010 - July 2012
Life Time Fitness March 2010 - November 2011
(ISSA) International Sports Sciences Association October 2009 - October 2011
Snap Fitness 24/7 March 2007 - December 2008
Charles Schwab February 1993 - April 2005
Skills
Coaching, Team Building, Fitness, Public Speaking, Personal Training, Social Networking, Leadership, Leadership Development, Training, Customer Service, Nutrition, Sales, Wellness, Social Media Marketing
Education
Italian Culinary Institute 2013 — 2013
Certificate of Completion "The Evolution of Regional Italian Cuisine", Italian Regional Cuisine, Pass
Phoenix College 2013 — 2013
Culinary Arts/Chef Training, 4.0
Cortez High School 1974 — 1977
Graduate, General
Half Hollow Hills High School 1974 — 1977
Friend, General
Vanguard September 2015 - Present
La Cucina Colucci July 2014 - September 2015
il Capo Pizzeria March 2014 - July 2014
Italian Culinary Institute September 2013 - October 2013
National Academy of Sports Medicine (NASM) March 2011 - March 2013
KettleBell Concepts July 2010 - July 2012
Life Time Fitness March 2010 - November 2011
(ISSA) International Sports Sciences Association October 2009 - October 2011
Snap Fitness 24/7 March 2007 - December 2008
Charles Schwab February 1993 - April 2005
Skills
Coaching, Team Building, Fitness, Public Speaking, Personal Training, Social Networking, Leadership, Leadership Development, Training, Customer Service, Nutrition, Sales, Wellness, Social Media Marketing
Education
Italian Culinary Institute 2013 — 2013
Certificate of Completion "The Evolution of Regional Italian Cuisine", Italian Regional Cuisine, Pass
Phoenix College 2013 — 2013
Culinary Arts/Chef Training, 4.0
Cortez High School 1974 — 1977
Graduate, General
Half Hollow Hills High School 1974 — 1977
Friend, General
Hilary Pennoni Hilary Pennoni's Vanguard Experience January 2014 - Present
Job Client Relationship Administrator II at Vanguard
Industry Financial Services
Experience
Vanguard January 2014 - Present
Vanguard May 2006 - December 2013
YMCA of the Upper Main Line August 2005 - May 2006
Yale University May 2005 - August 2005
Skills
Microsoft Office, Training, Lotus Notes, Microsoft Excel, SharePoint, Salesforce.com, PowerPoint, Team Leadership, Leadership, CRM, Oracle HR, Customer Service, Serena, Microsoft Access
Education
West Chester University of Pennsylvania 2008 — 2010
Master of Science (MS), Human Resources Management/Personnel Administration, General
Quinnipiac University 2001 — 2005
Bachelor of Arts (B.A.), English Language and Literature, General
Vanguard January 2014 - Present
Vanguard May 2006 - December 2013
YMCA of the Upper Main Line August 2005 - May 2006
Yale University May 2005 - August 2005
Skills
Microsoft Office, Training, Lotus Notes, Microsoft Excel, SharePoint, Salesforce.com, PowerPoint, Team Leadership, Leadership, CRM, Oracle HR, Customer Service, Serena, Microsoft Access
Education
West Chester University of Pennsylvania 2008 — 2010
Master of Science (MS), Human Resources Management/Personnel Administration, General
Quinnipiac University 2001 — 2005
Bachelor of Arts (B.A.), English Language and Literature, General
Jeffrey S. Eisenberg Jeffrey S. Eisenberg's Vanguard Experience January 2015 - Present
Job Writer, Editor and Proofreader
Industry Publishing
Experience
Vanguard January 2015 - Present
Jeffrey S. Eisenberg March 2009 - December 2014
U.S. Census Bureau April 2010 - June 2010
Jobson Medical Information August 1993 - March 2009
Jeffrey S. Eisenberg March 1993 - August 1993
Focus Magazine (Metropolitan Business News Inc.) April 1987 - March 1993
Skills
Editorial Skills, Editing, Writing, Editorial Planning, Fact-checking, Attention To Detail, Proofreading, Supervisory Skills, Staff Training, Rewriting, Editorial, Layout, Copy Editing, Publications, Magazines, Publishing, Interviews, AP Style, Feature Articles
Education
Rowan University 1996 — 1999
Public relations
Rider University 1982 — 1986
B.A. cum laude, History major, Spanish minor
Vanguard January 2015 - Present
Jeffrey S. Eisenberg March 2009 - December 2014
U.S. Census Bureau April 2010 - June 2010
Jobson Medical Information August 1993 - March 2009
Jeffrey S. Eisenberg March 1993 - August 1993
Focus Magazine (Metropolitan Business News Inc.) April 1987 - March 1993
Skills
Editorial Skills, Editing, Writing, Editorial Planning, Fact-checking, Attention To Detail, Proofreading, Supervisory Skills, Staff Training, Rewriting, Editorial, Layout, Copy Editing, Publications, Magazines, Publishing, Interviews, AP Style, Feature Articles
Education
Rowan University 1996 — 1999
Public relations
Rider University 1982 — 1986
B.A. cum laude, History major, Spanish minor
Alexander Lingham Alexander Lingham's Vanguard Experience November 2010 - Present
Job Senior Investment Consultant, High Net Worth at the Vanguard Group | Board Member at Foothills Caring Corps, Inc.
Industry Financial Services
Experience
Vanguard November 2010 - Present
Foothills Caring Corps, Inc. March 2015 - Present
Cox Communications February 2007 - November 2010
Farmers Insurance August 2005 - August 2008
Repicon May 2006 - October 2006
Sunrise Senior Living July 2003 - June 2005
Skills
Team Building, Investments, Series 63, Sales, Series 7, Customer Service, Relationship Management, Accounting, Account Management, Mutual Funds, Financial Services, Banking, Analysis
Education
University of Arizona 2008 — 2010
Bachelor's Degree, Eller College of Managmentment: Finance, Business Management
Pima Community College 2004 — 2008
Associate, Business Administration
Vanguard November 2010 - Present
Foothills Caring Corps, Inc. March 2015 - Present
Cox Communications February 2007 - November 2010
Farmers Insurance August 2005 - August 2008
Repicon May 2006 - October 2006
Sunrise Senior Living July 2003 - June 2005
Skills
Team Building, Investments, Series 63, Sales, Series 7, Customer Service, Relationship Management, Accounting, Account Management, Mutual Funds, Financial Services, Banking, Analysis
Education
University of Arizona 2008 — 2010
Bachelor's Degree, Eller College of Managmentment: Finance, Business Management
Pima Community College 2004 — 2008
Associate, Business Administration
Greg Gardini's Vanguard Experience September 2013 - September 2014
Job Account Manager at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group September 2014 - Present
Vanguard September 2013 - September 2014
Transamerica Retirement Solutions June 2012 - August 2013
Diversified Investment Advisors February 2007 - June 2012
Diversified Investment Advisors June 2005 - February 2007
Skills
Series 6, Mutual Funds, 401k, Retirement, Pensions, Asset Managment, Retirement Planning, Project Management, Microsoft Office, Microsoft Excel, Business Analysis, Customer Service, Defined Benefit, Social Media, HTML, JavaScript, Non-profits, Interviews, Series 7, Series 63
Education
SUNY Purchase 2009 — 2012
B.A., Liberal Studies: Communications/Media Studies
Westchester Business Institute 1999 — 2000
AAS, Multimedia Development and Management
Mt. Vernon High School 1992 — 1996
Regents Diploma
Lincoln Financial Group September 2014 - Present
Vanguard September 2013 - September 2014
Transamerica Retirement Solutions June 2012 - August 2013
Diversified Investment Advisors February 2007 - June 2012
Diversified Investment Advisors June 2005 - February 2007
Skills
Series 6, Mutual Funds, 401k, Retirement, Pensions, Asset Managment, Retirement Planning, Project Management, Microsoft Office, Microsoft Excel, Business Analysis, Customer Service, Defined Benefit, Social Media, HTML, JavaScript, Non-profits, Interviews, Series 7, Series 63
Education
SUNY Purchase 2009 — 2012
B.A., Liberal Studies: Communications/Media Studies
Westchester Business Institute 1999 — 2000
AAS, Multimedia Development and Management
Mt. Vernon High School 1992 — 1996
Regents Diploma
Sridevi Singaraju's Vanguard Experience July 2014 - Present
Job Technology Executive| Program Management |Strategic Analysis
Industry Information Technology and Services
Experience
Vanguard July 2014 - Present
Skills
Management, IT Strategy, Leadership, Integration, Strategic Leadership, Strategic Planning, Agile Methodologies, Corporate Strategy..., Financial Analysis, Business Strategy, Cloud Computing, Cross-functional Team..., Software Development, Business Analysis, Software Project..., Scrum, SOA, Software Engineering, Program Management, Enterprise Architecture, Business Intelligence, Agile Project Management, Vendor Management, User Interface Design, Web Applications, Leadership Development, Digital Strategy, Process Improvement, Project Management
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (M.B.A.), Strategic Management
PSG College of Technology 1994 — 1998
BE, Computer Engineering
Vanguard July 2014 - Present
Skills
Management, IT Strategy, Leadership, Integration, Strategic Leadership, Strategic Planning, Agile Methodologies, Corporate Strategy..., Financial Analysis, Business Strategy, Cloud Computing, Cross-functional Team..., Software Development, Business Analysis, Software Project..., Scrum, SOA, Software Engineering, Program Management, Enterprise Architecture, Business Intelligence, Agile Project Management, Vendor Management, User Interface Design, Web Applications, Leadership Development, Digital Strategy, Process Improvement, Project Management
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (M.B.A.), Strategic Management
PSG College of Technology 1994 — 1998
BE, Computer Engineering
Jeoffrey Chorvat's Vanguard Experience May 1997 - September 2002
Job Director of Human Resources at Exelon
Industry Utilities
Experience
Exelon October 2014 - Present
Exelon April 2010 - October 2014
Exelon April 2009 - April 2010
Exelon October 2007 - April 2009
Exelon September 2006 - October 2007
Exelon March 2004 - September 2006
SAP AMERICA Inc July 2003 - March 2004
QUAD656 October 2002 - July 2003
Vanguard May 1997 - September 2002
Skills
Talent Management, Performance Management, Succession Planning, Employee Relations, Human Resources, Recruiting, Employee Engagement, Onboarding, Leadership Development, Cross-functional Team..., Executive Coaching, Executive Search, Contract Negotiation, Deferred Compensation
Education
Villanova University 2000 — 2002
MS, Human Resource Development
Providence College 1993 — 1997
Bachelor of Science (BS), Marketing, Minor in Finance
Exelon October 2014 - Present
Exelon April 2010 - October 2014
Exelon April 2009 - April 2010
Exelon October 2007 - April 2009
Exelon September 2006 - October 2007
Exelon March 2004 - September 2006
SAP AMERICA Inc July 2003 - March 2004
QUAD656 October 2002 - July 2003
Vanguard May 1997 - September 2002
Skills
Talent Management, Performance Management, Succession Planning, Employee Relations, Human Resources, Recruiting, Employee Engagement, Onboarding, Leadership Development, Cross-functional Team..., Executive Coaching, Executive Search, Contract Negotiation, Deferred Compensation
Education
Villanova University 2000 — 2002
MS, Human Resource Development
Providence College 1993 — 1997
Bachelor of Science (BS), Marketing, Minor in Finance
Amandeep Arora's Vanguard Experience June 2000 - Present
Job Sr Engineer at Vanguard
Industry Information Technology and Services
Experience
Vanguard June 2000 - Present
Morningstar August 1999 - June 2000
Skills
MongoDB, Maven, AngularJS
Education
Punjab Technical University 1991 — 1995
Vanguard June 2000 - Present
Morningstar August 1999 - June 2000
Skills
MongoDB, Maven, AngularJS
Education
Punjab Technical University 1991 — 1995
Kate Walsh, R.V.T's Vanguard Experience October 1995 - August 2009
Job Pharmaceutical Inside Sales Representative at Patterson Veterinary
Industry Veterinary
Experience
Patterson Veterinary August 2012 - Present
South Charlotte Animal Hosptial March 2012 - August 2012
Commonwealth Animal Hosptial August 2011 - March 2012
Vanguard October 1995 - August 2009
Skills
Veterinary, Leadership, Management, Marketing, Process Improvement, Program Management, Project Management, Public Speaking, Sales
Education
Gaston College 2009 — 2011
Veterinary Medical Technology, Veterinary Technician
Queens University of Charlotte 2001 — 2008
Bachelor of Arts (B.A.), Organizational Communications, General
Patterson Veterinary August 2012 - Present
South Charlotte Animal Hosptial March 2012 - August 2012
Commonwealth Animal Hosptial August 2011 - March 2012
Vanguard October 1995 - August 2009
Skills
Veterinary, Leadership, Management, Marketing, Process Improvement, Program Management, Project Management, Public Speaking, Sales
Education
Gaston College 2009 — 2011
Veterinary Medical Technology, Veterinary Technician
Queens University of Charlotte 2001 — 2008
Bachelor of Arts (B.A.), Organizational Communications, General
Patrick Boran's Vanguard Experience May 2013 - Present
Job Investment Risk Analyst at Vanguard Group
Industry Financial Services
Experience
Vanguard May 2013 - Present
Wells Fargo Advisors, LLC October 2007 - April 2013
Somerset Patriots June 2005 - September 2007
Clevelend Indians May 2005 - June 2005
Boston Red Sox June 2002 - May 2005
Skills
Investments, Wealth Management, Equities, Finance, Management, Small Business, Investment Strategies, Financial Advisory, 401k, Managerial Finance, Fixed Annuities, Series 7, Mutual Funds, Retirement Planning, Strategy, Customer Service
Education
Princeton University 1998 — 2002
Politics
Pottsville Area High School 1994 — 1998
Vanguard May 2013 - Present
Wells Fargo Advisors, LLC October 2007 - April 2013
Somerset Patriots June 2005 - September 2007
Clevelend Indians May 2005 - June 2005
Boston Red Sox June 2002 - May 2005
Skills
Investments, Wealth Management, Equities, Finance, Management, Small Business, Investment Strategies, Financial Advisory, 401k, Managerial Finance, Fixed Annuities, Series 7, Mutual Funds, Retirement Planning, Strategy, Customer Service
Education
Princeton University 1998 — 2002
Politics
Pottsville Area High School 1994 — 1998
Victoria Zabierowski's Vanguard Experience January 2012 - Present
Job UX Designer at Vanguard
Industry Financial Services
Experience
Vanguard January 2012 - Present
Skills
Information Architecture, User-centered Design, User Experience, Interaction Design, Information Design, User Experience Design, Wireframes, User Interface Design, Site Maps, Experience Design, User Research, InDesign, Dreamweaver, Adobe Fireworks, Usability, Wire Framing
Education
Philadelphia University 2000 — 2004
B.S.
Vanguard January 2012 - Present
Skills
Information Architecture, User-centered Design, User Experience, Interaction Design, Information Design, User Experience Design, Wireframes, User Interface Design, Site Maps, Experience Design, User Research, InDesign, Dreamweaver, Adobe Fireworks, Usability, Wire Framing
Education
Philadelphia University 2000 — 2004
B.S.
Ethan Swartz's Vanguard Experience March 2009 - Present
Job at
Industry Investment Management
Experience
Vanguard March 2009 - Present
The Vanguard Group October 2007 - February 2009
Skills
Series 7, Series 63, Portfolio Management, Bloomberg, Financial Analysis, Financial Modeling, Valuation, Credit Analysis, Microsoft Excel, Microsoft Office, Visio, Leadership, Customer Service, Project Management, Real Estate
Education
Principia College 2000 — 2004
BA, History
Vanguard March 2009 - Present
The Vanguard Group October 2007 - February 2009
Skills
Series 7, Series 63, Portfolio Management, Bloomberg, Financial Analysis, Financial Modeling, Valuation, Credit Analysis, Microsoft Excel, Microsoft Office, Visio, Leadership, Customer Service, Project Management, Real Estate
Education
Principia College 2000 — 2004
BA, History
Steven Pottle's Vanguard Experience 2001 - 2007
Job Director of Pricing Operations at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2015 - Present
Fidelity Investments January 2011 - June 2015
Fidelity Investments January 2007 - December 2010
Wellington Management 2005 - 2007
Vanguard 2001 - 2007
Skills
Financial Services, Mutual Funds, Securities, Equities, Fixed Income, Investments, Bloomberg, Financial Analysis, Risk Management, Asset Management, Relationship Management, Alternative Investments, Hedge Funds
Education
Plymouth State University 1994 — 1998
Boothbay Region High School 1991 — 1994
Fidelity Investments June 2015 - Present
Fidelity Investments January 2011 - June 2015
Fidelity Investments January 2007 - December 2010
Wellington Management 2005 - 2007
Vanguard 2001 - 2007
Skills
Financial Services, Mutual Funds, Securities, Equities, Fixed Income, Investments, Bloomberg, Financial Analysis, Risk Management, Asset Management, Relationship Management, Alternative Investments, Hedge Funds
Education
Plymouth State University 1994 — 1998
Boothbay Region High School 1991 — 1994
Barbara Plevelich's Vanguard Experience August 2012 - Present
Job Writer at Vanguard
Industry Financial Services
Experience
Vanguard August 2012 - Present
QVC October 2010 - July 2012
Ashton Tweed September 2006 - May 2010
The British Embassy March 2005 - April 2006
SRA International July 2003 - March 2005
Blakey & Agnew September 2001 - July 2003
Hill+Knowlton Strategies January 2001 - May 2001
United States Trade Representative 1998 - 1999
Skills
Marketing, Marketing Strategy, Management, Project Planning, Public Relations, Non-profits, Pharmaceutical Industry, Healthcare, Lifesciences, Biotechnology, Medical Devices, Regulatory Affairs, Internal Communications, Nonprofits, Event Planning, Strategic Planning
Education
The George Washington University 1997 — 2001
B.A., Communication
Richmond, The American International University in London
Villa Maria Academy
Vanguard August 2012 - Present
QVC October 2010 - July 2012
Ashton Tweed September 2006 - May 2010
The British Embassy March 2005 - April 2006
SRA International July 2003 - March 2005
Blakey & Agnew September 2001 - July 2003
Hill+Knowlton Strategies January 2001 - May 2001
United States Trade Representative 1998 - 1999
Skills
Marketing, Marketing Strategy, Management, Project Planning, Public Relations, Non-profits, Pharmaceutical Industry, Healthcare, Lifesciences, Biotechnology, Medical Devices, Regulatory Affairs, Internal Communications, Nonprofits, Event Planning, Strategic Planning
Education
The George Washington University 1997 — 2001
B.A., Communication
Richmond, The American International University in London
Villa Maria Academy
Ngo Le's Vanguard Experience October 2011 - Present
Job Financial Associate at Vanguard
Industry Financial Services
Experience
Vanguard October 2011 - Present
Vanguard 2006 - 2012
Vanguard November 2005 - October 2011
Vietnam Advertising Corporation 2000 - 2002
McCann Erickson Advertising 1997 - 1999
Skills
PowerPoint, Strategic Planning, Investments, Market Research, Business Strategy, Marketing, Customer Service, Mutual Funds, Process Improvement, Retirement Planning, Teamwork, CRM, Marketing Strategy, Finance, Project Management, Microsoft Excel, Financial Analysis, Sales, Training, Banking
Education
Rider University
Vanguard October 2011 - Present
Vanguard 2006 - 2012
Vanguard November 2005 - October 2011
Vietnam Advertising Corporation 2000 - 2002
McCann Erickson Advertising 1997 - 1999
Skills
PowerPoint, Strategic Planning, Investments, Market Research, Business Strategy, Marketing, Customer Service, Mutual Funds, Process Improvement, Retirement Planning, Teamwork, CRM, Marketing Strategy, Finance, Project Management, Microsoft Excel, Financial Analysis, Sales, Training, Banking
Education
Rider University
Paul Habib's Vanguard Experience May 2012 - Present
Job Sales Executive at Vanguard
Industry Investment Management
Experience
Vanguard May 2012 - Present
RS Investments May 2009 - May 2012
Hartford Investment Management 2006 - May 2009
MacKay Shields 1997 - 2005
New York Life Investment Management 1992 - 1997
Skills
Investments, Asset Allocation, Mutual Funds, Investment Strategies, Fixed Income, Financial Markets, Sales, Asset Managment, Equities, Portfolio Management, ETFs, Finance, Asset Management, Relationship Management, Series 63, Financial Advisory, Alternative Investments, Investment Banking, Series 7, Investment Management, 401k, Wealth Management, Securities, Investment Advisory, FINRA, Series 6, Separately Managed..., Hedge Funds
Education
Rider University 1986 — 1990
Marketing/Finance
Vanguard May 2012 - Present
RS Investments May 2009 - May 2012
Hartford Investment Management 2006 - May 2009
MacKay Shields 1997 - 2005
New York Life Investment Management 1992 - 1997
Skills
Investments, Asset Allocation, Mutual Funds, Investment Strategies, Fixed Income, Financial Markets, Sales, Asset Managment, Equities, Portfolio Management, ETFs, Finance, Asset Management, Relationship Management, Series 63, Financial Advisory, Alternative Investments, Investment Banking, Series 7, Investment Management, 401k, Wealth Management, Securities, Investment Advisory, FINRA, Series 6, Separately Managed..., Hedge Funds
Education
Rider University 1986 — 1990
Marketing/Finance
Martin P. Lockyer's Vanguard Experience October 2013 - Present
Job Institutional Sales Supervisor
Industry Financial Services
Experience
Vanguard October 2013 - Present
Vanguard July 2012 - October 2013
Vanguard January 2011 - July 2012
Northwestern Mutual January 2010 - November 2010
The Consortium September 2009 - December 2009
Purdue University August 2008 - December 2008
Skills
Mutual Funds, Finance, Investments, Financial Analysis, Series 63, Leadership, Series 7, Financial Services, Retirement Planning, Institutional Sales
Education
Saint Joseph's University - Erivan K. Haub School of Business 2009 — 2011
Masters of Business Administration, Business
Purdue University 2004 — 2008
BS, Biology
Vanguard October 2013 - Present
Vanguard July 2012 - October 2013
Vanguard January 2011 - July 2012
Northwestern Mutual January 2010 - November 2010
The Consortium September 2009 - December 2009
Purdue University August 2008 - December 2008
Skills
Mutual Funds, Finance, Investments, Financial Analysis, Series 63, Leadership, Series 7, Financial Services, Retirement Planning, Institutional Sales
Education
Saint Joseph's University - Erivan K. Haub School of Business 2009 — 2011
Masters of Business Administration, Business
Purdue University 2004 — 2008
BS, Biology
Shashi R Kumar's Vanguard Experience January 2015 - Present
Job IBM Infosphere(DataStage) v11.3 Administrator at Vanguard
Industry Information Technology and Services
Experience
Vanguard January 2015 - Present
AIG September 2014 - December 2014
AT&T May 2011 - August 2014
Mphasis June 2008 - May 2011
sCubes Systems India Private Limited July 2007 - June 2008
Skills
Oracle, PL/SQL, SQL, DB2, Unix, Business Intelligence, Datastage, DWH, Microsoft SQL Server, ETL, Data Warehousing, Unix Shell Scripting, SDLC, Databases, Data Modeling, Shell Scripting, DataStage, Agile Methodologies, XML, Performance Tuning, Data Migration, Software Development
Education
Rajiv Gandhi Prodyogiki Vishwavidyalaya 2003 — 2007
Bachelor of Engineering (B.E.), Information Technology
Vanguard January 2015 - Present
AIG September 2014 - December 2014
AT&T May 2011 - August 2014
Mphasis June 2008 - May 2011
sCubes Systems India Private Limited July 2007 - June 2008
Skills
Oracle, PL/SQL, SQL, DB2, Unix, Business Intelligence, Datastage, DWH, Microsoft SQL Server, ETL, Data Warehousing, Unix Shell Scripting, SDLC, Databases, Data Modeling, Shell Scripting, DataStage, Agile Methodologies, XML, Performance Tuning, Data Migration, Software Development
Education
Rajiv Gandhi Prodyogiki Vishwavidyalaya 2003 — 2007
Bachelor of Engineering (B.E.), Information Technology
Dave Newmuis's Vanguard Experience January 2015 - Present
Job Securities Associate at Vanguard
Industry Financial Services
Experience
Vanguard January 2015 - Present
United States Chess Federation 2010 - Present
Vanguard September 2014 - January 2015
Greentree Brokerage Services March 2014 - August 2014
SATEM Group May 2011 - February 2012
City of Trenton June 2010 - September 2010
Skills
Accounting, Finance, Forecasting, Fundraising, Management, Market Research, Public Speaking, Strategic Planning, Microsoft Excel
Education
Rider University 2009 — 2011
BS, Business Administration, Finance
Vanguard January 2015 - Present
United States Chess Federation 2010 - Present
Vanguard September 2014 - January 2015
Greentree Brokerage Services March 2014 - August 2014
SATEM Group May 2011 - February 2012
City of Trenton June 2010 - September 2010
Skills
Accounting, Finance, Forecasting, Fundraising, Management, Market Research, Public Speaking, Strategic Planning, Microsoft Excel
Education
Rider University 2009 — 2011
BS, Business Administration, Finance
Prasath Thirumoorthy's Vanguard Experience November 2009 - December 2011
Job Technical Lead at Tata Consultancy Services
Industry Information Technology and Services
Experience
Tata Consultancy Services November 2013 - Present
PSCU January 2012 - October 2013
Vanguard November 2009 - December 2011
JPMorgan Chase & Co. March 2009 - October 2009
Vanguard April 2008 - February 2009
Tata Consultancy Services May 2006 - March 2008
Tata Consultancy Services December 2004 - April 2006
SeE Consulting Pvt. Ltd. December 2003 - December 2004
Skills
PL/SQL, Core Java, Java Enterprise Edition, Java, Oracle, Servlets, SQL, Struts, Spring Framework, Spring Integration, SOAP, REST Web Services, AngularJS, Sun Certified Java..., Investment Banking, Asset Management, Hibernate
Education
PSG College of Technology 2002 — 2004
Master’s Degree, Applied Sciences specialization with Mathematics
PSG College of Technology 1999 — 2002
Bachelor’s Degree, Applied Sciences
Tata Consultancy Services November 2013 - Present
PSCU January 2012 - October 2013
Vanguard November 2009 - December 2011
JPMorgan Chase & Co. March 2009 - October 2009
Vanguard April 2008 - February 2009
Tata Consultancy Services May 2006 - March 2008
Tata Consultancy Services December 2004 - April 2006
SeE Consulting Pvt. Ltd. December 2003 - December 2004
Skills
PL/SQL, Core Java, Java Enterprise Edition, Java, Oracle, Servlets, SQL, Struts, Spring Framework, Spring Integration, SOAP, REST Web Services, AngularJS, Sun Certified Java..., Investment Banking, Asset Management, Hibernate
Education
PSG College of Technology 2002 — 2004
Master’s Degree, Applied Sciences specialization with Mathematics
PSG College of Technology 1999 — 2002
Bachelor’s Degree, Applied Sciences
Reid Smith's Vanguard Experience April 1992 - July 2009
Job Director at Barclays
Industry Financial Services
Experience
Barclays December 2011 - Present
Lord Abbett May 2011 - February 2012
RBC Global Asset Management (U.S.) Inc. August 2010 - May 2011
Vanguard April 1992 - July 2009
Skills
Fixed Income Portfolio..., Asset Management, Quantitative Analytics, Mutual Funds, Bonds, Alternative Investments, Bloomberg, Capital Markets, Equities, Fixed Income, Investment Management, Investments, Portfolio Management, Securities
Education
University of Hawaii - Shidler College of Business 1981 — 1983
MBA, International Business
University of Hawaii - Shidler College of Business 1977 — 1981
BBA, Marketing
Punahou School 1969 — 1976
Barclays December 2011 - Present
Lord Abbett May 2011 - February 2012
RBC Global Asset Management (U.S.) Inc. August 2010 - May 2011
Vanguard April 1992 - July 2009
Skills
Fixed Income Portfolio..., Asset Management, Quantitative Analytics, Mutual Funds, Bonds, Alternative Investments, Bloomberg, Capital Markets, Equities, Fixed Income, Investment Management, Investments, Portfolio Management, Securities
Education
University of Hawaii - Shidler College of Business 1981 — 1983
MBA, International Business
University of Hawaii - Shidler College of Business 1977 — 1981
BBA, Marketing
Punahou School 1969 — 1976
Chris Garvin's Vanguard Experience May 2010 - September 2010
Job Senior Regional Sales Associate at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman October 2010 - Present
Vanguard May 2010 - September 2010
The Vanguard Group May 2007 - May 2010
Skills
Series 7, Series 65, Series 6, Series 63, Wealth Management, Securities, Mutual Funds, Investments, 401k
Education
Purdue University - Krannert School of Management 2002 — 2006
BS, Economics
Conestoga High Scool 1998 — 2002
Neuberger Berman October 2010 - Present
Vanguard May 2010 - September 2010
The Vanguard Group May 2007 - May 2010
Skills
Series 7, Series 65, Series 6, Series 63, Wealth Management, Securities, Mutual Funds, Investments, 401k
Education
Purdue University - Krannert School of Management 2002 — 2006
BS, Economics
Conestoga High Scool 1998 — 2002
Robert C Stevens's Vanguard Experience June 2006 - October 2007
Job Retirement Income Specialist at TIAACREF
Industry Financial Services
Experience
TIAA-CREF October 2014 - Present
TIAA-CREF July 2009 - Present
TIAA-CREF November 2007 - June 2009
Vanguard June 2006 - October 2007
Vanguard April 2001 - May 2006
Skills
Chartered Financial..., Financial Planning, Portfolio Management, Financial Advisory, Series 7, Strategic Financial..., Investments, Retirement Planning, Finance, Investment Advisory, Asset Allocation
Education
UNC Charlotte 1998 — 2000
MBA, Finance
Presbyterian College 1987 — 1991
BS, Business
TIAA-CREF October 2014 - Present
TIAA-CREF July 2009 - Present
TIAA-CREF November 2007 - June 2009
Vanguard June 2006 - October 2007
Vanguard April 2001 - May 2006
Skills
Chartered Financial..., Financial Planning, Portfolio Management, Financial Advisory, Series 7, Strategic Financial..., Investments, Retirement Planning, Finance, Investment Advisory, Asset Allocation
Education
UNC Charlotte 1998 — 2000
MBA, Finance
Presbyterian College 1987 — 1991
BS, Business
Yvonne Kissie Reyna's Vanguard Experience March 1999 - January 2002
Job Sec II City of Phoenix
Industry Government Administration
Experience
City of Phoenix October 2002 - Present
Vanguard March 1999 - January 2002
Education
Phoenix College 1981 — 1983
Journalism/Business
City of Phoenix October 2002 - Present
Vanguard March 1999 - January 2002
Education
Phoenix College 1981 — 1983
Journalism/Business
La-Tisha Alston's Vanguard Experience December 2007 - Present
Job Supervisor at Vanguard
Industry Investment Management
Experience
Vanguard December 2007 - Present
Education
Rider University 1992 — 1997
Political Science and Government
Central High school 1989 — 1992
Vanguard December 2007 - Present
Education
Rider University 1992 — 1997
Political Science and Government
Central High school 1989 — 1992
Maria Zakutny's Vanguard Experience 2005 - 2007
Job Certified Financial Planner at First State Financial Planners
Industry Financial Services
Experience
First State Financial Planners April 2015 - Present
Income & Estate Planning Partners, P.A. February 2011 - March 2015
MetLife 2007 - 2010
Vanguard 2005 - 2007
J.P. Morgan 2001 - 2005
Skills
Investments, Retirement Planning, Estate Planning, Mutual Funds, Life Insurance, College Savings Plans, Disability Insurance, Long-term Care
Education
Queens College 1983 — 1987
BA, Accounting and Economics
First State Financial Planners April 2015 - Present
Income & Estate Planning Partners, P.A. February 2011 - March 2015
MetLife 2007 - 2010
Vanguard 2005 - 2007
J.P. Morgan 2001 - 2005
Skills
Investments, Retirement Planning, Estate Planning, Mutual Funds, Life Insurance, College Savings Plans, Disability Insurance, Long-term Care
Education
Queens College 1983 — 1987
BA, Accounting and Economics
Elizabeth Dziekonska's Vanguard Experience May 2012 - Present
Job Fund Financial Analyst at Vanguard
Industry Financial Services
Experience
Vanguard May 2012 - Present
State Street July 2006 - July 2011
Skills
Mutual Funds, Fund Accounting, Fixed Income Products, Derivatives, Bloomberg Terminal, Financial Reporting, General Ledger, Account Reconciliation, Accruals, Excel
Education
Rider University 2003 — 2006
BS, Finance/ Actuarial Science
Vanguard May 2012 - Present
State Street July 2006 - July 2011
Skills
Mutual Funds, Fund Accounting, Fixed Income Products, Derivatives, Bloomberg Terminal, Financial Reporting, General Ledger, Account Reconciliation, Accruals, Excel
Education
Rider University 2003 — 2006
BS, Finance/ Actuarial Science
Hayley Phillips's Vanguard Experience June 2013 - July 2015
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones July 2015 - Present
Vanguard June 2013 - July 2015
Vanguard January 2011 - June 2013
Vanguard August 2012 - March 2013
Vanguard October 2009 - January 2011
Vanguard August 2008 - October 2009
Asher Agency January 2007 - January 2008
Skills
Leadership, Series 63, Investments, Mutual Funds, Series 7, Series 6, Nonprofits, Retirement Planning, Public Speaking, Event Planning, Training, Asset Allocation, Insurance, Series 66
Education
Purdue University 2003 — 2007
Bachelor of Science (BS), Public Relations, Advertising, and Applied Communication
Edward Jones July 2015 - Present
Vanguard June 2013 - July 2015
Vanguard January 2011 - June 2013
Vanguard August 2012 - March 2013
Vanguard October 2009 - January 2011
Vanguard August 2008 - October 2009
Asher Agency January 2007 - January 2008
Skills
Leadership, Series 63, Investments, Mutual Funds, Series 7, Series 6, Nonprofits, Retirement Planning, Public Speaking, Event Planning, Training, Asset Allocation, Insurance, Series 66
Education
Purdue University 2003 — 2007
Bachelor of Science (BS), Public Relations, Advertising, and Applied Communication
Michelle Ganter's Vanguard Experience September 2011 - December 2012
Job Insurance adjuster at USAA
Industry Financial Services
Experience
USAA December 2012 - Present
Vanguard September 2011 - December 2012
Skills
P&C License, P&C Insurance, Underwriting, Insurance Adjusting, Customer Service, Claim
Education
Regis University 1999 — 2001
Bachelor of Science (BS), Accounting and Business/Management
Pueblo Community College 1997 — 1999
Associate of Arts (AA), Accounting
USAA December 2012 - Present
Vanguard September 2011 - December 2012
Skills
P&C License, P&C Insurance, Underwriting, Insurance Adjusting, Customer Service, Claim
Education
Regis University 1999 — 2001
Bachelor of Science (BS), Accounting and Business/Management
Pueblo Community College 1997 — 1999
Associate of Arts (AA), Accounting
Christopher Furlong's Vanguard Experience January 2014 - August 2014
Job
Industry Financial Services
Experience
Vanguard January 2014 - August 2014
Skills
Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Statistical Data..., Business Development
Education
Princeton University 2009 — 2013
Bachelor of Arts (BA), Economics
The London School of Economics and Political Science (LSE) 2011 — 2011
Vanguard January 2014 - August 2014
Skills
Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Statistical Data..., Business Development
Education
Princeton University 2009 — 2013
Bachelor of Arts (BA), Economics
The London School of Economics and Political Science (LSE) 2011 — 2011
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments