Vanguard Company

Industry: Investment management company

Description

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

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

Vanguard Employees

Employee
Years
Job
Industry
Tate Plangemann Tate Plangemann Greater Philadelphia Area Details
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

Sam McKeown Sam McKeown Washington, District Of Columbia Details
Sam McKeown's Vanguard Experience June 2014 - January 2015
Job Private Client Associate at Bernstein Private Wealth Management
Industry Financial Services
Experience
Bernstein Private Wealth Management  January 2015 - Present
Vanguard   June 2014 - January 2015
Vanguard   October 2013 - June 2014
Urban Anatomy   August 2013 - December 2013
Booz Allen Hamilton  June 2013 - August 2013

Skills
Series 7, Series 63, Customer Service, Finance, Time Management, Multi Tasking, International Relations, CRM, Portfolio Management, Editing, Leadership

Education
Rollins College   2011 — 2013
Bachelor of Arts (B.A.), International Relations and Affairs

Shanghai Jiao Tong University   2012 — 2012

Leonardtown High School

Samantha Callahan Samantha Callahan Long Valley, New Jersey Details
Samantha Callahan's Vanguard Experience July 2012 - December 2013
Job Marketing and Advertising Professional
Industry Financial Services
Experience
Mars  July 2015 - Present
Mars  April 2014 - Present
Vanguard   July 2012 - December 2013
Vanguard   May 2011 - July 2012
Oaklyn Manor Bar and Restaurant   May 2007 - May 2011

Skills
Operating Systems, Microsoft Excel, Time Management, Social Networking, Dependable Team Player, Highly detail oriented, Windows Vista, Customer Service, Process Improvement, Lotus Notes, Data Analysis, Analytical Skills, Logistics

Education
Rutgers, The State University of New Jersey-New Brunswick   2006 — 2010
Bachelor of Science (B.S.), Economics

Erika Madrid, MBA Erika Madrid, MBA Greater New York City Area Details
Erika Madrid, MBA's Vanguard Experience July 2013 - July 2015
Job Diversity and Inclusion, Prudential Investment Management
Industry Financial Services
Experience
Prudential Financial  August 2015 - Present
Vanguard   July 2013 - July 2015
National Society of Hispanic MBAs - NJ   December 2010 - August 2013
Rutgers Business School  January 2012 - May 2013
Merrill Lynch  March 2010 - November 2011
Bank of America  October 2009 - November 2011
Bank of America  January 2007 - March 2010
Bank of America  September 2003 - December 2006

Skills
Series 7, Strategic Planning, Marketing Strategy, US Hispanic Market, Strategic Corporate..., Philanthropy

Education
Rutgers, The State University of New Jersey - Rutgers Business School   2011 — 2013
Master of Business Administration (M.B.A.), Srategy and Leadership

Rutgers, The State University of New Jersey-Newark
Bachelor of Business Administration (B.B.A.), Marketing and Finance

Eric Jefferson Eric Jefferson Alpharetta, Georgia Details
Eric Jefferson's Vanguard Experience July 1997 - November 1998
Job Senior Technical Writer at Scientific Games
Industry Information Technology and Services
Experience
Scientific Games  March 2014 - Present
Freelance  2008 - Present
ADP  March 2012 - March 2014
ADP  October 2011 - March 2012
Siemens Healthcare  April 2005 - July 2011
Hounddog Radio   February 2005 - March 2010
Siemens Healthcare  November 1998 - April 2005
Vanguard   July 1997 - November 1998
TVSM Inc  December 1995 - June 1997

Skills
Technical Writing, Software Documentation, Editing, SharePoint, Content Management, Social Media, Management, Technical Documentation, Training, Visio, Newsletters, Project Management, Proofreading, Content Development, Web Design, Copy Editing, Publishing, Consulting, Copywriting, Quality Assurance, Proposal Writing, Social Media Marketing, Technical Communication, Multimedia, Online Help, Information Architecture, Marketing, Information Mapping, RoboHelp, SnagIt, FrameMaker, Captivate, Instructional Design, Adobe Acrobat, Product Management, Press Releases, Magazines, Video Production, Business Writing, Graphic Design, Microsoft Office, Database Administration, Corporate Communications, Blogging, HTML, Social Networking, Content Strategy, Gaming Industry, Casino Gaming, Feature Writing

Education
Villanova University   1998 — 1998
Decision and Information Technologies

Rowan University
B.A., Communications

Jourdan Higgins Jourdan Higgins Greater New York City Area Details
Jourdan Higgins's Vanguard Experience June 2012 - August 2012
Job Analyst at Nomura
Industry Investment Banking
Experience
Nomura  July 2014 - Present
Duff & Phelps  July 2013 - July 2014
Vanguard   June 2012 - August 2012
ANN INC.  May 2011 - May 2012

Skills
Valuation, Financial Modeling, Bloomberg, Corporate Finance, Capital IQ, DCF Valuation, Capital Markets, Financial Statement..., Equity Research, ThomsonOne, Financial Analysis

Education
Rutgers, The State University of New Jersey - Rutgers Business School   2009 — 2013
Bachelor of Science (BS)

Jake Landau Jake Landau Greater New York City Area Details
Jake Landau's Vanguard Experience August 2015 - Present
Job Specialty Brokerage Operations Margin at Vanguard
Industry Retail
Experience
Vanguard   August 2015 - Present
Vanguard   April 2015 - August 2015
Vanguard   February 2014 - April 2015
Landau  May 2010 - February 2014
Hertz  April 2012 - September 2012

Skills
Department Budget..., Resource Management, Strategic Human..., Social Media, Management, Web 2.0, Facebook, Microsoft Office, Microsoft Excel, Social Media Marketing, PowerPoint, Microsoft Word, Online Marketing, Marketing Strategy, Team Leadership

Education
West Chester University of Pennsylvania   2011 — 2013
Bachelor's degree, AACSB accredited Business School, Business Management and Operations, 3.81

Rutgers Business School   2009 — 2011
Transferred, Management

Caley Sink Caley Sink Roanoke, Virginia Area Details
Caley Sink's Vanguard Experience October 2004 - May 2005
Job Case Analyst at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company  August 2014 - Present
Distinguished Company   2008 - Present
LPL Financial Services  October 2007 - July 2010
Dynax America   April 2007 - July 2007
Compass Group North America  August 2006 - December 2006
CBIZ Payroll  November 2005 - June 2006
Vanguard   October 2004 - May 2005

Skills
Access, Excel, PowerPoint, Word, SAP, Millennium, Financial Analysis, Data Analysis, Problem Solving, Ad Hoc Reporting, Payroll, Payroll Processing, Payroll Administration, Payroll Taxes, Payroll Software, Multi-state Payroll, Internal Communications, Client Services, Client Communication, Client Interfacing, Internet, Attention To Detail, Fast Learner, Operations, Brokerage, Retail Brokerage, Customer Service, Customer Retention, Anti Money Laundering, Wire Transfers, Securities, Research, Market Research, Problem Analysis, Collaborative Problem..., Problem Management, Blogging, Blogger, Blogging Software, Reuters, NetEx360, Prime Brokerage, Broker-Dealer, Back Office, Organization &..., Close Attention to..., Equity Trading, Social Media Blogging, Creative Direction, Training

Education
Roanoke College   1999 — 2004
Bachelors, Business Administration - Finance

Jennifer (Damery) Fair Jennifer (Damery) Fair Charlotte, North Carolina Area Details
Jennifer (Damery) Fair's Vanguard Experience 2006 - 2007
Job Sr Retirement Operations Data Lead
Industry Financial Services
Experience
TIAA-CREF  June 2015 - Present
Enterprise Iron Financial Industry Solutions, Inc.   November 2014 - June 2015
TrueBridge Resources, A North Highland Company  June 2014 - October 2014
Ingersoll Rand  October 2012 - December 2013
Ingersoll Rand  2010 - October 2012
SunGard  2008 - 2010
Aon Hewitt  2007 - 2007
Vanguard   2006 - 2007
LTD Commodities  2006 - 2006
CheckFree Corporation  2004 - 2005

Skills
Process Improvement, PeopleSoft, Analysis, Business Analysis, Project Management, SharePoint, MS Project, Microsoft Excel, Microsoft Office, Access, Financial Analysis, Operations Management, Account Reconciliation, Procedures Documentation, Banking, Procurement, Oracle, OMNI, Microsoft Word, PowerPoint, SQL, D&B, Mentoring, General Ledger, Requirements Analysis, Quality Assurance, Investments, Market Research, Call Center..., Supervisory Experience, Customer Escalation..., Retirement Benefits, Pension Administration, 401k, Commodity, Integration Testing, Regression Testing, User Acceptance Testing, HR Consulting, Change Requests, Remedy Ticketing System, Windchill, Seibel, Agile Testing, Agile Methodologies

Education
Southern New Hampshire University
Master of Science (M.S.), Operations and Project Management

Rockford University
Bachelor of Science (B.S.), Business Administration, Management and Operations

Jeanne Balent Jeanne Balent Greater Pittsburgh Area Details
Jeanne Balent's Vanguard Experience September 2005 - April 2007
Job Project Manager
Industry Financial Services
Experience
Title365  June 2015 - Present
ServiceLink, A Black Knight Financial Services Company  December 2011 - November 2014
CVS Caremark  January 2009 - May 2011
Vanguard   September 2005 - April 2007
Pilgrim Baxter & Associates  June 1998 - September 2005
Liberty Ridge Capital  January 1998 - January 2005
Sherwin-Williams  January 1997 - January 1998
Innovest Advisors   January 1994 - January 1997
Stadtlanders Drug Co.   June 1987 - April 1994

Skills
Direct Mail, Project Management, Account Management, Marketing, Process Improvement, Budgets, Strategic Planning, Marketing Communications, Microsoft Office, Customer Service, Social Media, Management

Education
Robert Morris University   1989 — 1993
B.S, Business Administration, Finance

Richard Bailey, MBA Richard Bailey, MBA San Francisco Bay Area Details
Richard Bailey, MBA's Vanguard Experience January 2013 - June 2013
Job Senior Finance Analyst Sales and Marketing Group at Intel Corporation
Industry Semiconductors
Experience
Intel Corporation  July 2015 - Present
Simon Business School, University of Rochester  April 2014 - June 2015
Intel Corporation  June 2014 - September 2014
Vanguard   January 2013 - June 2013
Vanguard   June 2011 - December 2012
Xerox  June 2010 - September 2010
EMA Design Automation  September 2009 - June 2010
Lockheed Martin  June 2008 - August 2008
Paychex  December 2007 - April 2008
Eastman Kodak Company  September 2007 - November 2007

Skills
Financial Analysis, Financial Planning, Financial Accounting, Financial Reporting, Quarterly Reporting, Financial Close Process, Financial Systems, Financial Strategy, Corporate Finance, Software Development, Integration, Java, Perl, JavaScript, Quality Assurance, Python, Product Development, C++, HTML, XHTML, CSS, Six Sigma, IT Strategy, Integration Testing, Unit Testing, Technical Documentation, Public Speaking

Education
University of Rochester - William E. Simon Graduate School of Business Administration   2013 — 2015
Master of Business Administration (MBA), International Management and Competitive & Organizational Strategy

Universidad del CEMA   2014 — 2014
Master of Business Administration (M.B.A.), International Exchange

Rochester Institute of Technology   2004 — 2011
B.S., Applied Arts and Sciences, Computer Engineering Technology

Rochester Institute of Technology   2004 — 2011
A.S., Electrical Engineering Technology

Bronx High School of Science   2000 — 2004
Regents Diploma

Jeff Maher Jeff Maher Washington, District Of Columbia Details
Jeff Maher's Vanguard Experience July 2007 - August 2010
Job Software Developer and Project Manager
Industry Computer Software
Experience
United States Digital Service   January 2015 - Present
Code for America  January 2014 - December 2014
Johnson & Johnson  November 2011 - December 2013
Philadelphia Association of Community Development Corporations  February 2012 - November 2013
MEDecision  August 2010 - December 2011
Vanguard   July 2007 - August 2010
Rochester Institute of Technology  June 2003 - May 2007
iD Tech Camps  June 2006 - August 2006
Thomson Reuters  June 2005 - November 2005
MedAssets  December 2004 - April 2005

Skills
Spring, Scrum, Subversion, Java Enterprise Edition, Hibernate, Java, Maven, Software Development, Agile Methodologies, Eclipse, XML, Software Engineering, Architectures, JBoss Application Server, User-centered Design, Web Development, J2EE, Agile, Unix, Python, Linux, Oracle, Microsoft SQL Server, Web Applications, Design Patterns, Testing, JMS, Public Speaking, HTML, CSS, JavaScript, Git, Ruby on Rails, SQL, Databases, C#, Architecture, Spring Framework

Education
Rochester Institute of Technology   2002 — 2007
Bachelor's Degree, Computer Science

Naman Diwaker Naman Diwaker Greater New York City Area Details
Naman Diwaker's Vanguard Experience July 2012 - December 2012
Job Senior Android Developer at NBC Universal
Industry Program Development
Experience
NBC Universal  May 2015 - Present
Samsung Mobile  January 2013 - May 2015
Vanguard   July 2012 - December 2012
Nam Info,Inc   March 2011 - June 2012
Edison Group, Inc.   January 2011 - March 2011

Skills
Java, Android, XML, Schema, Python, Prolog, Assembly Language, HTML, SQL, Objective-C, C++, Eclipse

Education
Rutgers, The State University of New Jersey-New Brunswick
B.Sc, Computer Science

Tiffany Chieng Tiffany Chieng Greater Philadelphia Area Details
Tiffany Chieng's Vanguard Experience August 2013 - Present
Job Developer at Vanguard
Industry Information Technology and Services
Experience
Vanguard   August 2013 - Present
Brandlogic  April 2013 - June 2013
Heevoh.com   October 2011 - October 2012
Vanguard   May 2012 - August 2012
Sparkle Computer Corp.   June 2011 - August 2011

Skills
C#, ActionScript, CSS3, HTML 5, XHTML, JavaScript, PHP, MySQL, XML, Java, Adobe Creative Suite, Microsoft Office, CSS, InDesign, Joomla, Illustrator, Drupal

Education
Rochester Institute of Technology   2009 — 2013
Bachelor of Science (B.S.), New Media Interactive Development

Awelemdy Orakwue Awelemdy Orakwue Greater San Diego Area Details
Awelemdy Orakwue's Vanguard Experience May 2014 - August 2014
Job Software Engineer at Intuit
Industry Computer Software
Experience
Intuit  June 2015 - Present
Intuit  August 2014 - January 2015
Vanguard   May 2014 - August 2014
Document Pattern Recognition Lab in RIT's Computer Science Department   September 2012 - May 2014
Document Pattern Recognition Lab in RIT's Computer Science Department   May 2013 - July 2013

Skills
Java, Python, C++, Software Development, HTML, CSS, JavaScript, Web Applications, User Interface Design, User Interface, Data Mining, Computer Science, Bash, Programming, AngularJS, Backbone.js

Education
Rochester Institute of Technology   2012 — 2015
Computer Science

Rochester Institute of Technology   2011 — 2015
Bachelor's degree, Computer Science

Danielle Bloomfield Danielle Bloomfield Greater Philadelphia Area Details
Danielle Bloomfield's Vanguard Experience July 2015 - Present
Job Advisor at Advocare
Industry Investment Management
Experience
Vanguard   July 2015 - Present
Advocare  December 2013 - Present
PENN Capital Management  December 2013 - July 2015
PENN Capital Management  August 2013 - December 2013
PENN Capital Management  May 2011 - August 2013
Retro Fitness  March 2006 - June 2011

Skills
Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Microsoft Office, Outlook, Public Speaking, Time Management, Teamwork

Education
Rutgers, The State University of New Jersey-Camden   2011 — 2015
Accounting and Finance

Burlington County College   2008 — 2010
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General

Aun Kei Ariana Hong Aun Kei Ariana Hong Centreville, Virginia Details
Aun Kei Ariana Hong's Vanguard Experience June 2011 - August 2011
Job Computer Engineer
Industry Computer Software
Experience
Sparta  September 2012 - Present
Rochester Institute of Technology  December 2010 - May 2012
Vanguard   June 2011 - August 2011
Carestream Health  June 2010 - August 2010
Carestream Health  June 2009 - August 2009
EDS Group  June 2008 - August 2008

Skills
Databases, Simulink, VHDL, Matlab, Simulations, C++, C, Solidworks, Programming, Linux, Pspice, Altera Quartus, Computer Architecture, Python, Oscilloscope, ModelSim, Verilog, Java, Microcontrollers, Xilinx ISE, FPGA

Education
Rochester Institute of Technology   2007 — 2012
BS, MS, Computer Engineering

A.J. O'Malley A.J. O'Malley Greater Philadelphia Area Details
A.J. O'Malley's Vanguard Experience May 2013 - Present
Job Resource Planning and Management Supervisor at Vanguard
Industry Financial Services
Experience
Vanguard   May 2013 - Present

Skills
Excel, PowerPoint, Word, Customer Relations, Research, Photoshop, Event Management, Microsoft Office, Investments, Financial Reporting, Strategic Planning, Public Speaking, Access, Problem Solving, Data Analysis, Business Analysis, Planning, Team Building, Business Strategy, Due Diligence, Project Planning, Microsoft Excel, Leadership, Customer Service, Microsoft Word

Education
Rutgers University – Camden   2005 — 2009
Bachelors, Business Management

Haddon Township High School   2001 — 2005

Giovanna Gantz Giovanna Gantz Greater Philadelphia Area Details
Giovanna Gantz's Vanguard Experience June 2013 - Present
Job Project Leader at Vanguard
Industry Financial Services
Experience
Vanguard   June 2013 - Present
Vanguard   October 2011 - June 2013
Vanguard   April 2005 - October 2011
Vanguard   January 2000 - April 2005
Vanguard   November 1987 - December 1999

Skills
Project Management, Process Improvement, Business Analysis, Relationship Management, Customer Service, Change Management, Microsoft Office, Team Management, Business Process, Financial Services, Visio, Management, Requirements Analysis, Waterfall, Agile Methodologies, Lotus Notes, MS Project, Igrafx, Training Course..., Vendor Management, Client Services, Business Technology, Mutual Funds

Education
Rosemont College
Currently attending, Business Administration and Management, General

Ursinus College
Continued education

Villanova University
Certificate in Human Resource Management

Logan Rittberg Logan Rittberg Pedricktown, New Jersey Details
Logan Rittberg's Vanguard Experience September 2015 - Present
Job IT Global Controls at Vanguard
Industry Investment Management
Experience
Vanguard   September 2015 - Present
Vanguard   January 2013 - August 2015
BlackRock Financial Management  August 2004 - January 2013
Merrill Lynch  July 2002 - April 2004
Datek Online  May 2000 - July 2002

Skills
Operational Risk..., Root Cause Analysis, Process Improvement, Project Management, Results Oriented, Multitasker, ALERT, Reconciliations, Claims Management, Settlements, Macro, Pivot Tables, Aladdin, SWIFT, Options, Swaps, FX, Global Fixed Income, Global Equities, Trading, Bloomberg, Fixed Income, FX Options, Settlement, Investment Banking, Financial Services, Bonds, Equities, SWIFT payments, Hedge Funds, Derivatives

Education
Rowan University   1997 — 2000
BS, Finance

Gloria kaiser Gloria kaiser Phoenix, Arizona Area Details
Gloria kaiser's Vanguard Experience October 1999 - May 2001
Job Web Designer And Administrative Assistant
Industry Design
Experience
Gk Webdesigns   May 2011 - Present
Non-Commission Sales Decor   October 2006 - Present
Amazon  2005 - 2007
fancyBooks   2004 - 2006
The Great Indoors  October 2001 - March 2002
Vanguard   October 1999 - May 2001
Vanguard   May 2000 - January 2001
Adecco / The Vanguard Group   October 1999 - May 2000
Adecco  October 1999 - January 2000
Intergroup of Arizona  March 1990 - June 1991

Skills
Web Design, Dreamweaver, Web Development, CSS, Flash, Mac, Photoshop, Illustrator, Microsoft Office, HTML, Access, Software Project..., WordPress, XHTML, Adobe Creative Suite, MS Office Suite, adobe muse, Customer Service, Microsoft Excel, Microsoft Word

Education
Rio Salado College   2009 — 2012
Associate of Arts and Sciences (AAS), Computer Technology/Computer Systems Technology

Rio Salado College   2009 — 2012
Pursing Associates Degree, Computer Science; English Composition; Math

Rio Salado College   2005 — 2011
Certificate, Web Design

University of Cincinnati   1989 — 1990
radiology

Southern Ohio College   1980 — 1981

Withrow High   1972 — 1974
High School or, Diploma

Josselinne Rodriguez Josselinne Rodriguez Newark, New Jersey Details
Josselinne Rodriguez's Vanguard Experience June 2013 - December 2014
Job Student at Rutgers, The State University of New JerseyNew Brunswick
Industry Financial Services
Experience
JPMorgan Chase & Co.   December 2014 - Present
Vanguard   June 2013 - December 2014
Rutgers University  September 2011 - May 2013
Dominion Capital LLC   June 2012 - September 2012

Skills
Microsoft Excel, Spanish, Statistics, PowerPoint, Microsoft Office, Economics, Financial Analysis, Microsoft Word, Teamwork, Spanish-speaking, Portuguese, Market Research, Equity Research, Series 7, Series 63, Mutual Funds, Equities, Customer Service, Econometrics, Bloomberg, Bloomberg Terminal, Hedge Funds, ThomsonOne, Brokerage, Banking

Education
Rutgers, The State University of New Jersey-New Brunswick   2009 — 2013
Bachelor of Science (BS), Economics

Universidad de Salamanca   2011 — 2011
Spanish Language and Literature

Stephanie Mishler Stephanie Mishler Wayne, Pennsylvania Details
Stephanie Mishler's Vanguard Experience May 2014 - Present
Job Institutional Investment Services
Industry Financial Services
Experience
Vanguard   May 2014 - Present
The Ritz-Carlton Hotel Company LLC  May 2013 - February 2014
The Ritz-Carlton Hotel Company LLC  October 2012 - February 2014
Linda Costa Communications Group  August 2012 - November 2012
Cornell Fine Arts Museum  2008 - May 2012
Rollins College Office of Public Relations and Community Affairs   August 2011 - December 2011
Southampton Village Justice Court   May 2011 - August 2011
Specs Literary Journal   January 2011 - May 2011

Skills
Attention To Detail, Customer Relations, Organizational..., Writing Skills, Team Building, Promoting, Social Media Marketing, Writing, Press Releases, Hootsuite, Microsoft Office, AP writing, Customer Service, Media Relations, Nonprofits, Leadership, Editing, Public Relations, Facebook, PowerPoint, Public Speaking, Event Planning, Social Media

Education
Rollins College   2008 — 2012
Bachelor of Arts at Rollins College, English

Victoria Mesley, CFE Victoria Mesley, CFE Greater Philadelphia Area Details
Victoria Mesley, CFE's Vanguard Experience March 2000 - October 2000
Job Chief Financial Officer of M5, Incorporated
Industry Government Administration
Experience
M-5 Inc   June 2012 - April 2015
Paoli Accounting, LLC   October 2010 - March 2015
Dophins of Delaware County   June 2012 - 2013
HDM Government Services LLC   November 2006 - November 2010
Eadeh Enterprises   December 2000 - September 2006
Vanguard   March 2000 - October 2000

Skills
Financial Reporting, Account Reconciliation, Auditing, Accounting, Cash Flow, Payroll, Internal Audit, Internal Controls, Process Improvement

Education
Rosemont College   2012 — 2012
Bachelor of Science (BS) working toward, Business with emphasis in Accounting GPA 4.0

Association of Certified Fraud Examiners   2007 — 2012
Certified Fraud Examiner, Fraud Prevention, Deterrence & Risk; Financial, Accounting & Auditing; Fraud Investigation; Legal El

Penn State University
College of Health and Human Development, Merchandising, GPA 3.87

Ashley McLeod Ashley McLeod Greater Philadelphia Area Details
Ashley McLeod's Vanguard Experience July 2014 - Present
Job Project Administrator Retail Advice Division
Industry Financial Services
Experience
Vanguard   July 2014 - Present
Vanguard   August 2012 - Present

Education
Rutgers, The State University of New Jersey-New Brunswick   2008 — 2010
Bachelor's degree, Economics

Ryan Virgil Ryan Virgil Phoenix, Arizona Details
Ryan Virgil's Vanguard Experience January 2008 - Present
Job Creative and Independent thinker.
Industry Consumer Goods
Experience
Phoenix Winch LLC   April 2009 - Present
Vanguard   January 2008 - Present
Alhambra Credit Union   December 2004 - October 2007
Discover Card  March 2001 - August 2002

Skills
Sales, Operations Management, Arc Welding, MIG welding, Welder, Team Management, Leadership, Risk Management

Education
Rio Salado College   2009 — 2014

Cactus High School   1996 — 1999
Diploma, General

Sheyla M. Cruz Sheyla M. Cruz Greater Philadelphia Area Details
Sheyla M. Cruz's Vanguard Experience October 2014 - Present
Job Advice Operations Supervisor at Vanguard
Industry Investment Management
Experience
Vanguard   October 2014 - Present
Vanguard   September 2012 - Present
Vanguard   July 2011 - September 2012
Blue Sky Power LLC   January 2011 - May 2011
American Water  July 2010 - August 2010
Office of U.S Senator Frank Lautenberg   January 2010 - May 2010

Skills
Project Coordination, Factset, Quantitative Research, Microsoft Access, Teamwork, Flawless Execution, Dedicated Professional, Bilingual Communications, Quantitative Analytics

Education
CFA Level II Candidate

Rutgers, The State University of New Jersey-Camden   2009 — 2011
B.A, Economics, Finance

Lauryn Hays Lauryn Hays Greater Philadelphia Area Details
Lauryn Hays's Vanguard Experience 2011 - Present
Job Senior Relationship Manager
Industry Financial Services
Experience
Vanguard   2011 - Present
Vanguard   2004 - 2011

Skills
Client Relationship..., People Management, Coaching, Change Management, Agile Project Management

Education
Rosemont College
Bachelor of Science (BS), Business Administration and Management, General

David Armento David Armento Greater Philadelphia Area Details
David Armento's Vanguard Experience June 2015 - Present
Job Network Engineer
Industry Information Technology and Services
Experience
Vanguard   June 2015 - Present
Hajoca Corporation  July 2014 - June 2015
Resource Logistics  February 2014 - July 2014
Vital Network Services  February 2013 - January 2014
TD  January 2009 - January 2010
PNC  August 2006 - January 2009

Skills
CCNP, CCNP Certified, Networking, Network Administration, WAN, Cisco Routers, CompTIA A+ Certification, CCNA, Solarwinds, LAN-WAN, Network Engineering, Routers, TCP/IP, Wireless Networking, Customer Service, VPN, Switches, DNS, Cisco Technologies, Windows Server, Microsoft Office, Public Speaking, Putty, Troubleshooting, Cisco Wireless, Juniper, MPLS Networking, EIGRP, Cisco Security, 4G, A Certified, XP, Network Architecture, OSPF, Servers, BGP, System Administration, System Deployment, Hardware, VoIP, MPLS, Wireless, Routing, Firewalls, VLAN, Routing Protocols, F5 BigIP, Data Center

Education
University of Phoenix   2013 — 2015
Bachelor of Science (B.S.), Information Technology

Burlington County College   2010 — 2012
Information Technology

Jessica Rushing Jessica Rushing Charlotte, North Carolina Area Details
Jessica Rushing's Vanguard Experience January 2006 - August 2006
Job Pulmonary Endoscopy at Boston Scientific
Industry Medical Devices
Experience
Boston Scientific  February 2014 - Present
Lincare Holdings, Inc  August 2006 - January 2014
Vanguard   January 2006 - August 2006

Skills
Sales, Managed Care, Cold Calling, Pulmonology, Networking, Healthcare, Healthcare Industry, Product Launch, Building Relationships, HIPAA, Physicians, Marketing, Customer Service, Medicare, Account Management, Medicaid, Public Relations, Telephone Skills, Leadership, Lunch & Learns, Joint Marketing, Clinical Reporting, Anticoagulation, Home Health Agencies, Internal Medicine, Troubleshooting, Consulting, Sales Presentations, Sales Process, Closing Contracts, Operating Room, Endoscopy, Respiratory Disease, Allergy, KOL development, KOL Identification

Education
University of North Carolina at Charlotte   2003 — 2005
B.S.B.A., Finance and Financial Management Services

Rowan-Cabarrus Community College   2001 — 2003

Jessica Ferguson Jessica Ferguson Charlotte, North Carolina Area Details
Jessica Ferguson's Vanguard Experience April 2011 - Present
Job Java Developer at Vanguard
Industry Computer Software
Experience
Vanguard   April 2011 - Present
carbonhouse, inc.   September 2008 - April 2011
Emerge Technical Group   June 2008 - September 2008
Rochester Institute of Technology  May 2007 - June 2007
Special Olympics  June 2006 - August 2006
Lake Effect Web Design   June 2006 - August 2006

Skills
JavaScript, jQuery, CSS, Web Development, MySQL, AJAX, C#, XHTML, XML, Java, ActionScript, WordPress, Flash, ASP.NET, Dreamweaver, Microsoft SQL Server, Visual Studio, .NET, Objective-C, Adobe Fireworks

Education
Rochester Institute of Technology   2005 — 2008
Bachelors Degree, New Media Interactive Development

Vermont Academy   2000 — 2004

Jennina Arcuri Jennina Arcuri Exton, Pennsylvania Details
Jennina Arcuri's Vanguard Experience July 2015 - Present
Job RCAS Processing Associate at Vanguard
Industry Financial Services
Experience
Vanguard   July 2015 - Present
Vanguard   February 2014 - Present
Contractor with Randstad at Vanguard   August 2013 - February 2014
Chesterbrook Academy  April 2013 - August 2013
Chesterbrook Academy  August 2011 - April 2013
Chesterbrook Academy  August 2004 - August 2011
Mary C. Howse   January 2011 - May 2011

Skills
Management, Staff Development, Elementary Education, Integrity, Patience, People Skills, Team-oriented, Self-driven, Team Leadership, Lesson Planning, Goal Oriented, Time Management, Technology Integration, Technology Needs..., Microsoft Office, Computers, Organization, Motivation, Work Ethic, Friendliness, Always Willing to Learn, Energy, Flexibility, Communication, Teacher Training, Social Skills, Training, Data Entry, Building Relationships, People-oriented, CRM, BETA, Highly detail oriented

Education
West Chester University of Pennsylvania   2008 — 2011
Bachelor of Science (BS), Elementary Education and Teaching

Robert Morris University   2006 — 2008

Robert Morris University
Business, Elementary EducationBusiness

Paul Snieckus Paul Snieckus Greater Philadelphia Area Details
Paul Snieckus's Vanguard Experience July 2013 - May 2015
Job Business Manager at Amalthea Cellars Winery
Industry Food & Beverages
Experience
Amalthea Cellars   April 2015 - Present
Vanguard   July 2013 - May 2015
Market Resource Partners  September 2012 - March 2013
Merrill Lynch  January 2012 - May 2012
Amalthea Cellars   March 2010 - May 2012

Skills
Marketing/Branding, Social Media, Microsoft Excel, Business Strategy, Entrepreneurship, Finance/Accounting, Quickbooks, Youtube, Tumblr, Networking, Event Planning, Marketing Strategy, QuickBooks, Business Development, YouTube, Microsoft Office, Sales, Email Marketing, Marketing, Customer Service, Finance, Investments, Strategy, Brand Management, Direct Sales, Brand Development, Digital Media, Management, Leadership, Cooking

Education
Rutgers, The State University of New Jersey-Camden   2008 — 2012
Finance, Finance, General

David Hincapie David Hincapie San Francisco Bay Area Details
David Hincapie's Vanguard Experience October 2013 - February 2014
Job
Industry Staffing and Recruiting
Experience
Alianza Investments   July 2007 - February 2015
Vanguard   October 2013 - February 2014

Education
Rutgers, The State University of New Jersey - Rutgers Business School   2009 — 2011
Economics

Erin Kiselica Erin Kiselica Greater Philadelphia Area Details
Erin Kiselica's Vanguard Experience August 2015 - Present
Job Software Developer at Vanguard
Industry Computer Software
Experience
Vanguard   August 2015 - Present
Vanguard   August 2012 - August 2015
eLogic Group  May 2011 - February 2012
JPMorgan Chase & Co.   June 2010 - August 2010
Rochester Institute of Technology  September 2009 - May 2010
Microsoft  June 2009 - August 2009
National Grid  June 2008 - August 2008

Skills
Java, Software Development, Unix, Embedded Systems, Programming, Agile Methodologies, Requirements Analysis, JavaScript, System Testing, Integration, PHP, MySQL, XML, Drools, SQL, C++, XHTML, CSS, Microsoft Office

Education
Rochester Institute of Technology   2007 — 2012
Bachelor of Science, Computer Science

Sean McGlinchey Sean McGlinchey Greater Philadelphia Area Details
Sean McGlinchey's Vanguard Experience October 2012 - Present
Job Investment Consultant at Vanguard
Industry Financial Services
Experience
Vanguard   October 2012 - Present
Vanguard   June 2011 - October 2012
Prudential Financial  February 2009 - June 2011
SMITH BARNEY  August 2007 - March 2008

Skills
Series 7, Series 63, Mutual Funds, Financial Services, Finance, Series 6, Relationship Management, Asset Allocation, Portfolio Management, Financial Analysis

Education
Villanova University   2012 — 2016
Master of Business Administration (MBA), Business Administration and Management, General

Rutgers University – Camden   2005 — 2008
Bachelor's degree, Finance

Christine Ott Christine Ott Greater Philadelphia Area Details
Christine Ott's Vanguard Experience 2007 - Present
Job Senior Manager/Department Head at Vanguard
Industry Financial Services
Experience
Vanguard   2007 - Present
Vanguard   August 2005 - March 2007
Vanguard   2001 - 2005
Vanguard   1999 - 2001
Vanguard   1986 - 1999
Academy Insurance Company   May 1984 - January 1986

Skills
General Management, Project Management, Six Sigma Black Belt, Process Improvement, Financial Services, Financial Analysis, Business Analysis, Data Analysis, Strategic Planning, Mutual Funds, Budgets, Team Building, Tax, User Acceptance Testing, Cost Basis Reporting, Customer Service, Leadership

Education
Rosemont College
Bachelor of Science (BS), Accounting and Business/Management

Christina Harawa Christina Harawa Greater Philadelphia Area Details
Christina Harawa's Vanguard Experience September 2014 - Present
Job Quality Assurance | Freelance Marketer
Industry Financial Services
Experience
Vanguard   September 2014 - Present
Vanguard   June 2013 - Present
RIT Reporter Magazine  April 2012 - May 2013
RIT Office of Faculty Recruitment and Retention   November 2011 - May 2012

Skills
Data Entry, Data Analysis, Microsoft Office, Research, Public Relations, Fundraising, Event Management, Promotions, Customer Service, Communication Skills, Social Media Outreach, Online Marketing..., PowerPoint, Management, Microsoft Excel, Time Management, Advertising, Event Planning, Market Research

Education
Rochester Institute of Technology   2009 — 2013
BS, Marketing

Eleanor Roosevelt High School   2007 — 2009
2009 H.S Diploma, Business Education

Jake Lammert Jake Lammert San Francisco, California Details
Jake Lammert's Vanguard Experience May 2013 - April 2014
Job Growth at Gusto
Industry Internet
Experience
Gusto (formerly ZenPayroll)   July 2015 - Present
Gusto (formerly ZenPayroll)   April 2014 - June 2015
Vanguard   May 2013 - April 2014
Vanguard   May 2012 - May 2013

Skills
Sales, Payroll, Leadership

Education
Rollins College   2008 — 2012
Bachelor of Arts (B.A.), Economics

Lori Burwell, MBA (former/Wells) Lori Burwell, MBA (former/Wells) Greater Philadelphia Area Details
Lori Burwell, MBA (former/Wells)'s Vanguard Experience January 1995 - December 2003
Job Account Manager at Ascensus
Industry Financial Services
Experience
Ascensus  April 2013 - Present
Lincoln Financial Group  January 2011 - April 2013
Bank Of America  January 2006 - January 2009
Vanguard   January 1995 - December 2003

Skills
Series 6, Series 63, Performance Management, Project Management, Series 7, Change Management, Managerial Finance, Sales Management, New Business Development, Insurance, Retirement, Marketing, Strategic Planning, Retirement Planning, Mutual Funds, Fixed Annuities, Customer Service, Employee Relations, Wealth Management, Pensions

Education
Rosemont College   2002 — 2005
MBA, Leadership Management

Virginia Union University   1989 — 1994
B.S., Business Administration

Greg Beam Greg Beam Greater Philadelphia Area Details
Greg Beam's Vanguard Experience October 2014 - Present
Job Data Architect at Vanguard
Industry Information Technology and Services
Experience
Vanguard   October 2014 - Present
Vanguard   June 2012 - October 2014
The Hershey Company  February 2011 - August 2011
PPL Corporation  May 2010 - August 2010

Skills
Agile Methodologies, Business Analysis, Business Intelligence, PL/SQL, Data Analysis, Data Integration, Java, SQL, Oracle, Innovation Management, Data Warehousing, Data Modeling, C#, Unix, Data Governance, Data Administration, ETL

Education
Rochester Institute of Technology   2008 — 2012
BS, Information Technology

Dawn Marzlock Dawn Marzlock Winter Park, Florida Details
Dawn Marzlock's Vanguard Experience 2015 - 2015
Job Instructor at YMCA open to new opportunities
Industry Health, Wellness and Fitness
Experience
Vision TV Orange TV 198   July 2009 - Present
YMCA  2005 - Present
Vanguard   2015 - 2015
Lifestyle Family Fitness  2001 - 2004
Various Sales Companies   1999 - 2000
Bally Total Fitness  1998 - 1999
Winter Park Hospital  1992 - 1998

Skills
Yoga, Television, Fitness, Wellness, Editing, Social Media, Media Relations, Facebook, Marketing Communications, Marketing, Advertising, Strategic Planning, Film, Teaching, Social Media Marketing, Public Speaking, Event Planning

Education
University of Central Florida   1996 — 1998
Master's degree, Communications

Rollins College   1984 — 1988
Bachelor's degree, Economics major Business/Marketing minor

Nicholas Iacona Nicholas Iacona West Chester, Pennsylvania Details
Nicholas Iacona's Vanguard Experience July 2010 - December 2010
Job digital.media.creative
Industry Online Media
Experience
Freelance  January 2012 - Present
Freelance  2011 - Present
Lockheed Martin, SSC  February 2015 - July 2015
Vanguard   July 2010 - December 2010
Performance Development Group  February 2010 - August 2010
BearingPoint, Inc.   March 2001 - October 2007
Qwest Interactive  August 2000 - March 2001
Interactive Intelligence  January 1999 - March 2001
Merck & Co., Inc.   May 1996 - July 2000
Berkeley-Judge Training   July 1998 - October 1998

Skills
Multimedia, Digital Media, Motion Graphics, Web Design, Art Direction, Video Production, Video, Video Camera, Post Production, Mac, Photoshop, Illustrator, Final Cut Pro, After Effects, Lightroom, Flash, Photography, User Interface Design, User Interface, Graphic Design, Advertising

Education
Rochester Institute of Technology   1994 — 1995
Advanced Graduate Certificate, Interactive Media Design

Rochester Institute of Technology   1994 — 1994
Workshops Series, Computer Graphics Design

Rochester Institute of Technology   1986 — 1990
Bachelor of Science, Film/Video (Cinematography)

Marple-Newtown   1983 — 1986

Paula Stephen Paula Stephen Greater Philadelphia Area Details
Paula Stephen's Vanguard Experience August 2004 - August 2014
Job Stay at home mother of 3
Industry Financial Services
Experience
Vanguard   August 2004 - August 2014
Vanguard   June 2002 - July 2004
Vanguard   1994 - July 2002

Skills
Talent Acquisition, Recruiting, Sourcing, Interviews, Leadership, Management, Hiring, CRM, Coaching, Leadership Development, Team Building, Screening, Applicant Tracking..., Talent Management, Executive Management, HR Policies, Internet Recruiting, Human Resources, Project Management, Employee Relations, Temporary Placement

Education
Rochester Institute of Technology   1985 — 1989
BSBA, Business, Management

Mt. Lebanon High School

Jake Malarz Jake Malarz Rochester, New York Area Details
Jake Malarz's Vanguard Experience May 2014 - Present
Job Senior Information Systems Engineer at Vanguard
Industry Information Technology and Services
Experience
Vanguard   May 2014 - Present
Vanguard   March 2010 - May 2014
The Vanguard Group  July 2008 - March 2010
Rochester Institute of Technology  June 2004 - May 2005
Marcellin College   January 1999 - March 2000

Skills
Agile Methodologies, Software Development, Web Analytics, Adobe Analytics, Ad Hoc Reporting, Test Driven Development, Node.js, JavaScript, Java, AngularJS, Facelets, AJAX, JSP, JSF, HTML5, CSS, MEAN Stack, MongoDB, YUI, jQuery, Github, REST, SOFEA, Subversion, GruntJS, Reactive Programming, SQL, Webstorm, Eclipse, Windows, DHCP, DNS, Networking, Visio, Photoshop, Dreamweaver

Education
Rochester Institute of Technology   2007 — 2008
MBA, Finance, Leadership and Management

Rochester Institute of Technology   2003 — 2007
B.S., Information Technology

Paula Tomko Paula Tomko Greater Philadelphia Area Details
Paula Tomko's Vanguard Experience 2000 - 2007
Job Staff Auditor
Industry Financial Services
Experience
Growing Regional Bank in the MidAtlantic Region   May 2014 - Present
District 38 Toastmasters  July 2014 - June 2015
District 38 Toastmasters  July 2013 - June 2014
District 38 Toastmasters  July 2012 - June 2013
BeneTrends, Inc.   2011 - 2013
Toastmasters District 38   July 2011 - June 2012
Toastmasters District 38   July 2010 - June 2011
Toastmasters District 38   July 2009 - June 2010
Benefit Consultants Group  2007 - 2010
Vanguard   2000 - 2007

Skills
Public Speaking, Training, Customer Service, Leadership, Employee Benefits, Contract Negotiation, Process Improvement, Sales Management, Marketing, Social Media, Social Media Marketing, Retirement, Coaching, Retirement Planning, 401k, Project Planning, Toastmasters, Budgets, Management, Strategic Planning, Team Building, Leadership Development, Project Management, Analysis, Finance, Business Planning, Team Leadership, Mutual Funds, PowerPoint

Education
Rosemont College   2002 — 2004
MBA Coursework

University of Pittsburgh   1983 — 1994
Bachelor of Arts (B.A.), Economics

Jakai Jackson Jakai Jackson Greater Philadelphia Area Details
Jakai Jackson's Vanguard Experience December 2011 - Present
Job Project Administrator
Industry Financial Services
Experience
Vanguard   December 2011 - Present
Vanguard   February 2011 - December 2011
Vanguard   August 2010 - February 2011
The Vanguard Group  November 2007 - August 2010
Vanguard   September 2004 - November 2007
Lindy Property Management Company  2004 - 2005
lindy property management  2004 - 2005
lindy property management  2004 - 2005
Temple University  2001 - 2004
Temple University  1999 - 2004

Skills
Financial Services, Mutual Funds, Microsoft Office, Microsoft Excel, Project Management, Risk Management, Leadership, Business Analysis, Financial Analysis, Analysis

Education
Temple University   1999 — 2004

Temple University - Fox School of Business and Management   1999 — 2004
Marketing and Finance

Rutgers University School of Law - Camden

WTHS

Jeffrey Kern Jeffrey Kern Greater Philadelphia Area Details
Jeffrey Kern's Vanguard Experience February 2011 - Present
Job Ultra High Net Worth Relationship Consultant at Vanguard
Industry Financial Services
Experience
Vanguard   February 2011 - Present
Vanguard   May 2002 - February 2011
American Express Financial Advisors  October 2001 - May 2002
Northern Trust Retirement Consulting  August 1999 - July 2001

Skills
Investments, Series 7, Series 63, Mutual Funds, Process Improvement, Strategic Financial..., Retirement Planning, Portfolio Management, Analysis, Microsoft Excel, PowerPoint, ETFs, Insurance, Fixed Annuities, Retirement, Finance

Education
Roanoke College   1995 — 1999
BA, Business Administration

Swalpa Patel Swalpa Patel Greater Philadelphia Area Details
Swalpa Patel's Vanguard Experience January 2006 - Present
Job Financial Associate (Tax) at vanguard
Industry Financial Services
Experience
vanguard   January 2006 - Present

Education
Rosemont College   2000 — 2004

Tanya Overpeck (Fiedler) Tanya Overpeck (Fiedler) Greater Philadelphia Area Details
Tanya Overpeck (Fiedler)'s Vanguard Experience August 2015 - Present
Job Consultant, Compensation and Incentive Programs at Vanguard
Industry Human Resources
Experience
Vanguard   August 2015 - Present
Vanguard   August 2011 - August 2015
Burlington Coat Factory  November 2009 - August 2011
Hay Group  October 2008 - November 2009
Hay Group  November 2007 - October 2008
Exelon Corporation  May 2007 - November 2007
Rutgers University  May 2005 - May 2007

Skills
Human Resources, Deferred Compensation, Management, Employee Benefits, Personnel Management, Analysis, Leadership Development, CRM

Education
Villanova University   2007 — 2009
M.S., Human Resource Development

Rutgers University – Camden   2003 — 2007
BA, Psychology

Aaron Kozick Aaron Kozick Greater New York City Area Details
Aaron Kozick's Vanguard Experience 2009 - 2012
Job Retirement Consultant, Willis Human Capital
Industry Financial Services
Experience
Willis  June 2014 - Present
Ascensus  January 2012 - May 2014
Vanguard   2009 - 2012
Vanguard   2006 - 2009
New York Life Insurance Company  2005 - 2006

Skills
Series 7, Series 66, Investment Research, Fiduciary, Mergers & Acquisitions, Retirement, Retirement Plan..., Asset Allocation, Retirement Planning, Wealth Management, Mutual Funds, ETFs, 401k, IRAs, FINRA, Strategic Financial..., 401k Rollovers, Due Diligence, Investments

Education
Roger Williams University   2001 — 2005
Bachelor of Science, Business Management

Roger Williams University   2001 — 2005

Barb McMeekin Barb McMeekin Greater Philadelphia Area Details
Barb McMeekin's Vanguard Experience April 2013 - Present
Job at Vanguard and also at BHHS Fox & Roach Realtors
Industry Financial Services
Experience
Vanguard   April 2013 - Present
Berkshire Hathaway HomeServices Fox & Roach, Realtors   February 2002 - Present
PNC Financial Services Group  1985 - 1989
Tucker Anthony & R. L. Day, Inc.   1980 - 1985

Education
Rosemont College   2013 — 2015
Master of Science (MS), Strategic Leadership

Rosemont College   2009 — 2013
BS Management, Human Resources and Communications, 3.953 GPA

Geri McGrath Geri McGrath Raleigh-Durham, North Carolina Area Details
Geri McGrath's Vanguard Experience January 1997 - January 1998
Job Business Development Executive at IBM
Industry Information Technology and Services
Experience
IBM  April 2015 - Present
IBM  December 2010 - March 2015
IBM  December 2003 - December 2010
IBM Corp  January 2001 - January 2003
OpenVertical   January 1998 - January 2001
Vanguard   January 1997 - January 1998
Main Line Bank  January 1996 - January 1997
Corporate Software Training   January 1995 - January 1996
Siemens  1995 - 1995

Skills
Business Transformation, Operations Management, International Operations, Leadership, Business Development, Procurement, Outsourcing, Enterprise Software, IT Strategy, Cross-functional Team..., B2B, E-commerce, CRM, Supply Chain, Requirements Analysis, Change Management, Integration, Management, Program Management, Vendor Management

Education
Rosemont College   1996 — 1998
Masters, Management

Temple University   1988 — 1992
BA, Political Science

Pottsgrove

Andrew Van Sant Andrew Van Sant Greater Philadelphia Area Details
Andrew Van Sant's Vanguard Experience May 2014 - Present
Job Software Architect at The Vanguard Group
Industry Computer Software
Experience
Vanguard   May 2014 - Present
Vanguard   March 2012 - May 2014
Vanguard   November 2007 - March 2012

Education
Rutgers University-New Brunswick   2003 — 2007

Alliey McAra, QKA Alliey McAra, QKA Scottsdale, Arizona Details
Alliey McAra, QKA's Vanguard Experience October 2012 - July 2014
Job Co Owner/Operations Manager at Giantkeeper Reptiles LLC
Industry Financial Services
Experience
Giantkeeper Reptiles LLC   January 2009 - Present
Vida Preciosa International, Inc. (VPI)   2009 - Present
Vanguard   October 2012 - July 2014
Vanguard   March 2006 - October 2012
Vanguard   September 2003 - March 2006
Vanguard   2003 - 2003
Aquatic Systems   April 2001 - December 2002
Arizona Motorsports Group   March 2000 - March 2001
Maricopa Community Colleges  December 1998 - March 2000

Skills
ERISA, Mutual Funds, 401k, Defined Contribution, Defined Benefit, Financial Services, Retirement, Relationship Management, Retirement Planning, Process Improvement, Risk Management

Education
Rio Salado College
Associate Degree in General Studies

Jennifer (Goldbach) Neurohr Jennifer (Goldbach) Neurohr Charlotte, North Carolina Area Details
Jennifer (Goldbach) Neurohr's Vanguard Experience September 2014 - Present
Job Business Systems Analyst
Industry Computer Software
Experience
Vanguard   September 2014 - Present
The Vanguard Group  June 2010 - August 2014
Rochester Institute of Technology  September 2008 - June 2010
Lockheed Martin  June 2009 - August 2009
Info Directions  November 2008 - February 2009
Cisco Systems  June 2008 - August 2008
Progressive Insurance  June 2007 - August 2007

Skills
Testing, Test Planning, Software Quality..., Quality Center, Test Cases, Software Documentation, Test Strategy, Agile Methodologies, Visual Studio

Education
Rochester Institute of Technology   2005 — 2010
BS, Software Engineering

Brett Dansbury Brett Dansbury Greater Philadelphia Area Details
Brett Dansbury's Vanguard Experience July 2012 - Present
Job Business Tech Administrator at Vanguard
Industry Information Technology and Services
Experience
Vanguard   July 2012 - Present
BGC Partners  December 2008 - July 2012
Corning Credit Union  2006 - 2008

Skills
Windows, SQL, Linux, Fixed Income, Project Management, Active Directory, Unix, Windows Server, Microsoft Office, ITIL, VMware, Troubleshooting, System Administration, Microsoft Excel, Microsoft SQL Server, Business Analysis, Servers, Disaster Recovery

Education
Rochester Institute of Technology   2000 — 2004
Applied Networking and System Administration

Rochester Institute of Technology   2000 — 2004

Noriko Lovasz Noriko Lovasz Greater Philadelphia Area Details
Noriko Lovasz's Vanguard Experience 2000 - 2003
Job Secretary to the Superintendent at Radnor Township School District
Industry Education Management
Experience
Radnor Township School District  September 2004 - Present
Transition Strategies, Inc.   2003 - 2004
Vanguard   2000 - 2003
Pals For Life   1998 - 2000

Skills
Strategic Planning, Fundraising, Non-profit..., Outstanding..., Nonprofits, Program Management, Staff Development, Pets, Public Speaking, Community Outreach, Event Planning, Higher Education, Leadership Development, Event Management, Editing, Teaching

Education
Rosemont College   2000 — 2002
Master of Science (M.S.), Management

University of Pennsylvania   1988 — 1992
BA, Asian History and Language

Rachel Elgawly Rachel Elgawly Greater New York City Area Details
Rachel Elgawly's Vanguard Experience August 2002 - June 2004
Job Performance Improvement Advisory Financial Services at Ernst & Young at EY
Industry Financial Services
Experience
EY  July 2014 - Present
Barclays  March 2013 - June 2014
Barclays Capital  March 2012 - June 2014
Barclays Capital  October 2009 - March 2012
Barclays Capital  September 2008 - October 2009
Lehman Brothers  June 2005 - September 2008
NJEFA   June 2004 - June 2005
Vanguard   August 2002 - June 2004

Skills
Series 7, Series 3, Series 63, Derivatives, Equities, Financial Services, Hedge Funds, Client Services, Mutual Funds, Options, Fixed Income, Investment Banking, Capital Markets, FX Options, FINRA, Middle Office, Bloomberg, Trading Systems

Education
Rutgers University-New Brunswick   2005 — 2008
MBA, Finance

University of Delaware
Bachelor's Degree, Finance

Mitch Adler Mitch Adler Greater Philadelphia Area Details
Mitch Adler's Vanguard Experience November 2000 - May 2002
Job Administrative Assistant at PAHrtners Deaf Services, a division of Salisbury Behavioral Health
Industry Executive Office
Experience
PAHrtners Deaf Services, a division of Salisbury Behavioral Health   January 2015 - Present
PNC Financial Services Group  August 2010 - May 2013
The Hartford  July 2002 - July 2009
Vanguard   November 2000 - May 2002

Skills
Microsoft Office, Microsoft Excel, Lotus Notes, AS400 system, SAP, Internet, Databases, Organizational..., American Sign Language, Analysis, Time Management, Outlook, Administration

Education
Friends Haverford

Rochester Institute of Technology
General Studies

Paul Rabin Paul Rabin Greater Philadelphia Area Details
Paul Rabin's Vanguard Experience April 2013 - 2015
Job Senior Product Specialist at State of DelawareDTI (Department of Technology and Information) (PSCI contractor)
Industry Computer Software
Experience
State of Delaware; Dept. Of Technology & Information (PSCI Contractor)   July 2015 - Present
Vanguard   April 2013 - 2015
CSC  September 2006 - March 2013
CSC  March 2002 - September 2006
CSC  February 1999 - March 2002

Skills
Servers, Unix, Solaris, Software Documentation, SiteScope, IT Operations, Apache, Tomcat, WebSphere, Web Development, Web Applications, Linux, Software Development, Technical Support, JBoss Application Server, XML, IBM Tivoli, Mainframe, Interchange, WebSphere Application..., Middleware, Release Management, Bladelogic, Control-M, Omnibus, Kanban, HP Saas, Axway Interchange, IT Service Management

Education
Robert Morris University   1995 — 1998
Bachelor of Science (B.S.), Management Information Systems, General

Elaine Cave Elaine Cave Greater Philadelphia Area Details
Elaine Cave's Vanguard Experience December 2013 - Present
Job Management professional dedicated to solving business problems through technology solutions.
Industry Financial Services
Experience
Vanguard   December 2013 - Present
Mid-Atlantic Jack Rescue   March 2012 - Present
Live to Run Again   May 2012 - December 2013
Vanguard   May 2011 - December 2013
Russell Rescue, Inc.   March 2012 - April 2013
Vanguard   July 2010 - April 2011
Vanguard   May 2006 - June 2010
Vanguard   October 2003 - May 2006
Vanguard   January 2001 - October 2003
Vanguard   February 1999 - January 2001

Skills
Project Management, Mutual Funds, Process Improvement, Financial Services, Leadership, Networking, Visio, Risk Management, Microsoft Excel, Customer Service, Business Analysis, Access, Management, PowerPoint, Microsoft Office, Team Building, Software Documentation, Nonprofits, Relationship Management, Business Process...

Education
Rosemont College   2001 — 2003
MSM, Management

Rosemont College   1992 — 1994
BA, Art history

Dayne Kilheffer Dayne Kilheffer Greater Philadelphia Area Details
Dayne Kilheffer's Vanguard Experience May 2012 - Present
Job Tech Lead at Vanguard
Industry Computer Software
Experience
Vanguard   May 2012 - Present
The Vanguard Group  July 2008 - May 2012
Fannie Mae  May 2007 - December 2007
Fannie Mae  March 2006 - August 2006

Skills
Java, JavaScript, SQL, Spring, Unix, Unit Testing, Integration Testing, jQuery, AngularJS, SASS, CSS, Maven

Education
Rochester Institute of Technology   2004 — 2008
BS, Computer Science

Penn Manor High School   1999 — 2003

Mo Perera, QPA, QKA Mo Perera, QPA, QKA Greater Philadelphia Area Details
Mo Perera, QPA, QKA's Vanguard Experience February 2010 - October 2014
Job Benefits Professional in Newtown, PA
Industry Human Resources
Experience
Vanguard   February 2010 - October 2014
Cammack LaRhette Consulting  August 2006 - May 2009
Aon Consulting  July 2000 - July 2006
Towers Perrin  May 1996 - July 2000
Bankers Trust  August 1989 - April 1996

Skills
Employee Benefits, Business Strategy, Benefits Administration, Equities, Series 63, Valuation, Pensions, Defined Benefit, Executive Pay, Series 7, ERISA, Performance Management, Strategy, Business Analysis, Consulting, Mergers & Acquisitions, Process Improvement, Investments, 401k, Leadership, Deferred Compensation, Financial Modeling, Risk Management, Program Management, Series 6, Business Planning, Retirement Planning, Human Resources, Asset Allocation, Wealth Management, Strategic Planning, Analysis, Vendor Management, Financial Analysis, Relationship Management, Asset Management, Mutual Funds, Project Management, Talent Management, Investment Advisory, Portfolio Management, Retirement, CRM, Financial Services, Employee Relations, Change Management, Management, Analytics, Management Consulting, Due Diligence

Education
Rutgers University-New Brunswick   1985 — 1989
Bachelor of Arts

Derek Januario Derek Januario Hartford, Connecticut Area Details
Derek Januario's Vanguard Experience August 2008 - Present
Job Sales Executive at Vanguard
Industry Financial Services
Experience
Vanguard   August 2008 - Present
Fidelity Investments  2006 - 2008
Fidelity Investments  1999 - 2006

Skills
ETFs, Mutual Funds, Thought Leadership, Best Practices, Portfolio Performance..., Indexing, Research, Client Education, Practice Management, Series 7, Financial Advisory, Investments, Series 6, Series 63

Education
Roger Williams University   1994 — 1997
BA English

University of Rhode Island   1992 — 1996

Bishop Hendricken High School   1988 — 1992

Christopher Weikel Christopher Weikel Exton, Pennsylvania Details
Christopher Weikel's Vanguard Experience June 2011 - Present
Job Systems Operations Analyst at Vanguard
Industry Information Technology and Services
Experience
Vanguard   June 2011 - Present
M&T Bank  May 2010 - May 2011
Rochester Institute of Technology  June 2006 - May 2011
E2M/Polytron   May 2009 - October 2009
Kimberly-Clark Corp  June 2008 - November 2008
Kimberly-Clark Corp  June 2006 - September 2006

Skills
System Administration, Linux, Solaris 8/10, Oracle Cluster Ready..., Networking, Shell Scripting, SharePoint, *nix troubleshooting, Documentation Practices, Java, tcServer, VMware ESX, vSphere, Windows, Microsoft Office, AutoCAD, ActionScript, JavaScript, Flash, SQL

Education
Rochester Institute of Technology   2006 — 2011
B.S, Information Technology

Anjali Malkani Anjali Malkani Greater Philadelphia Area Details
Anjali Malkani's Vanguard Experience February 2010 - Present
Job Test Lead at Vanguard
Industry Financial Services
Experience
Vanguard   February 2010 - Present
Vanguard   September 2007 - December 2009
Vanguard   November 2005 - August 2007
UTI Bank  January 2003 - December 2004
Standard Chartered Bank  May 2002 - December 2003

Skills
Regression Testing, Agile Methodologies, Quality Center, SDLC, Agile Testing, Dreamweaver, HTML, Software Quality...

Education
Rosemont College   2008 — 2010
MBA

S.I.E.S College of Management Studies, India   2000 — 2002
Post Graduate Certification, Marketing & Finance

University of Mumbai   1995 — 2000
Bachelors in Commerce

Steven Corbicz Steven Corbicz Tampa, Florida Details
Steven Corbicz's Vanguard Experience March 2010 - September 2010
Job Assistant Vice President / Manager, Private Client Services at Bernstein Private Wealth Management
Industry Investment Management
Experience
Bernstein Private Wealth Management  September 2014 - Present
Bernstein Private Wealth Management  March 2014 - September 2014
Bernstein Private Wealth Management  July 2012 - March 2014
Hay Group  March 2011 - May 2012
Vanguard   March 2010 - September 2010

Skills
Data Analysis, Microsoft Excel, Investments, Finance, Series 63, Wealth Management..., Asset Allocation, Financial Modeling, Investment Management, Series 7, Manage Client..., Financial Services, Data Modeling, Microsoft Office

Education
Roanoke College   2006 — 2009
BBA, Business Administration, Finance

Neeraj Choudhary Neeraj Choudhary Greater Philadelphia Area Details
Neeraj Choudhary's Vanguard Experience October 2012 - August 2014
Job Program Manager
Industry Information Technology and Services
Experience
NTT DATA Americas  August 2015 - Present
National Payments Corporation Of India (NPCI)   October 2014 - August 2015
Vanguard   October 2012 - August 2014
SEI Investments  2007 - 2012
NTT DATA  June 2006 - December 2006
Cognizant Technology Solutions  December 2004 - March 2006
Cognizant Technology Solutions  September 2004 - December 2004
Netsmartz  November 2003 - June 2004
Saama Technologies  November 2000 - January 2002

Skills
PL/SQL, SDLC, Business Analysis, Software Project..., Vendor Management, Requirements Analysis, Project Management, Java Enterprise Edition, Agile Methodologies, Requirements Gathering, Finance Domain - Equity..., Business Process, Process Improvement, Testing, Software Documentation, MS Project, Data Warehousing, Management

Education
Rochester Institute of Technology   2002 — 2003
MS Information Technology, IT

DBMS   1985 — 1991
High School

chirakoot

Ricole Morgan Ricole Morgan Greater Philadelphia Area Details
Ricole Morgan's Vanguard Experience January 2013 - Present
Job Senior Auditor
Industry Financial Services
Experience
Vanguard   January 2013 - Present
Vanguard   January 2013 - Present
Vanguard   January 2013 - Present
Vanguard   January 2013 - Present
_  November 2007 - Present

Skills
Risk Management, Banking, Financial Analysis, Internal Audit, Internal Controls, Quality Assurance, SOX Compliancy, Compliance, Report Writing

Education
Rosemont College   2009 — 2011
MBA, Business/Commerce, General

Temple University   2000 — 2005
Bachelor of Arts (B.A.), Business Administration and Management, General

University of Maryland Eastern Shore

Peggy Sukonik Peggy Sukonik Valley Forge, Pennsylvania Details
Peggy Sukonik's Vanguard Experience August 2012 - Present
Job Investment Consultant at Vanguard
Industry Investment Management
Experience
Vanguard   August 2012 - Present
Vanguard   August 2011 - August 2012
A Better Chance, Radnor   May 2008 - June 2012
Vanguard   August 2010 - August 2011

Skills
Series 63, Series 6, FINRA, Investment Products, Mutual Funds, Series 7, Investment Strategies, Asset Management, Investments, Portfolio Management, Equities, Alternative Investments, Asset Allocation

Education
Rosemont College   2004 — 2006
M.Ed., Elementary Education and Teaching

University of Scranton   1983 — 1987
BS Health and Human Service Admin

Mount St Joseph Academy

Charles Gee Charles Gee Greater Philadelphia Area Details
Charles Gee's Vanguard Experience August 2005 - May 2008
Job Data Analyst II at Benefit Harbor
Industry Information Technology and Services
Experience
Benefit Harbor  September 2011 - Present
Benefit Harbor  June 2012 - August 2012
Keystone Mercy Health Plans   May 2009 - July 2010
Vanguard   August 2005 - May 2008
Vanguard   January 2004 - January 2005
Vanguard   January 2003 - January 2004
Vanguard   January 2001 - January 2003
Express Scripts  January 2000 - January 2001
Express Scripts  January 1999 - January 2000
United States Marine Corps Reserves  January 1988 - January 1994

Skills
Teaching, HTML, Strategic Planning, Negotiation, Java, Accounting, Team Building, SQL

Education
Rosemont College   2005 — 2008
B.S, Business Management

Wei-Yuan (Will) Chang Wei-Yuan (Will) Chang Greater Philadelphia Area Details
Wei-Yuan (Will) Chang's Vanguard Experience April 2014 - Present
Job Equity Analyst at Vanguard
Industry Investment Management
Experience
Vanguard   April 2014 - Present
Vanguard   December 2012 - April 2014
Vanguard   December 2011 - December 2012
Romasia Bank  September 2010 - December 2011
ABN AMRO Bank N.V.   June 2008 - August 2008

Skills
Bloomberg Terminal, Microsoft Excel, Financial Analysis, Foreign Languages, Microsoft Access, Data Analysis, Equity Research, Equities

Education
Rutgers, The State University of New Jersey - Rutgers Business School   2006 — 2010
Bachelor, Finance

Wei Lun (Ken) Chang Wei Lun (Ken) Chang Greater Philadelphia Area Details
Wei Lun (Ken) Chang's Vanguard Experience October 2014 - Present
Job Fund Financial Analyst at Vanguard
Industry Financial Services
Experience
Vanguard   October 2014 - Present
Yusen Logistics (Americas), Inc.   October 2012 - October 2014
Bloomberg LP  September 2011 - December 2011
Polaris MF Global Futures Co.Ltd   July 2009 - August 2009

Skills
Microsoft Excel, PowerPoint, SharePoint, Financial Analysis, Microsoft Access

Education
Rutgers University-New Brunswick   2007 — 2011
BS, Finance

Bridget DeAngelo Bridget DeAngelo Greater Philadelphia Area Details
Bridget DeAngelo's Vanguard Experience April 2010 - Present
Job Program Manager at Vanguard
Industry Financial Services
Experience
Vanguard   April 2010 - Present
Vanguard   April 2006 - April 2010
Automatic Data Processing  September 2005 - March 2006
Backe Communications  January 2004 - August 2005
Gerald Stevens, Inc.   June 2001 - December 2003

Education
Rosemont College   2009 — 2012
Master of Arts, English and Publishing

St. Joseph's University   1997 — 2001
Bachelor of Arts, English

Freya Weissner Freya Weissner Phoenix, Arizona Area Details
Freya Weissner's Vanguard Experience August 2004 - Present
Job Wealth Transfer Specialist at Vanguard
Industry Financial Services
Experience
Vanguard   August 2004 - Present
Retired  August 2015 - August 2015

Skills
Series 63, Investments, Series 7, Mutual Funds, Financial Services, Pensions, Fixed Income, 401k, Portfolio Management

Education
Rochester Institute of Technology
Masters of Fine Art, Textiles

Diane Shew Diane Shew Greater Philadelphia Area Details
Diane Shew's Vanguard Experience January 1992 - April 1997
Job
Industry Financial Services
Experience
The Haverford Trust Company  April 1997 - June 2000
Vanguard   January 1992 - April 1997

Education
Rosemont College   1987 — 1991

Jill Potts Jill Potts Charlotte, North Carolina Area Details
Jill Potts's Vanguard Experience 1999 - 2001
Job Student at University of North Carolina at Charlotte
Industry Higher Education
Experience
Vanguard   1999 - 2001

Skills
Linux, MySQL, JavaScript, C++, Java, C#, C, HTML, Programming, Python, Mathematics, Mathematics Education

Education
University of North Carolina at Charlotte   2011 — 2014
Master of Arts (M.A.), Secondary Education and Teaching

Rochester Institute of Technology   1997 — 2002
Bachelor of Science (B.S.), Computer Science

Theodore Rambert Theodore Rambert Greater New York City Area Details
Theodore Rambert's Vanguard Experience June 2013 - August 2013
Job Security Assurance Engineer at FactSet
Industry Higher Education
Experience
FactSet  February 2015 - August 2015
FactSet  January 2014 - January 2015
Vanguard   June 2013 - August 2013
Rochester Institute of Technology  March 2012 - August 2012

Skills
F5 BigIP, Cisco ASA, Network Security, Computer Security, Web Application Security, RHEL, Linux, Python, Windows Server, Perl, pfSense, Servers, Networking, Information Security, Security

Education
Rochester Institute of Technology   2010 — 2013
Bachelor of Science, Information Security and Forensics, 3.77

Fairport High School

Parthiv Patel Parthiv Patel Greater Philadelphia Area Details
Parthiv Patel's Vanguard Experience May 2014 - August 2014
Job Coop Extern at Freeman Mathis & Gary
Industry Law Practice
Experience
Freeman Mathis & Gary  August 2015 - Present
Drexel University School of Law  May 2015 - Present
Zarwin Baum  April 2015 - Present
Vanguard   May 2014 - August 2014
Philadelphia District Attorney's Office  January 2012 - May 2012
Rutgers University  July 2010 - January 2012
Former Congressman John Adler - NJ 3rd District   July 2010 - November 2010

Skills
Data Analysis, Access, Microsoft Excel, Leadership, Management, Business Analysis, Microsoft Office, Financial Analysis, Public Speaking, Process Improvement, Analysis, Financial Modeling, Finance, Strategic Planning, Accounting, Financial Reporting, PowerPoint, Microsoft Word, Leadership Development, Time Management, Westlaw, Bloomberg, Negotiation

Education
Drexel University Thomas R. Kline School of Law   2013 — 2016
Juris Doctor (J.D.)

Rutgers, The State University of New Jersey-Camden   2009 — 2012
Bachelor of Arts, Economics and Political Science

Michael Ceccarelli Michael Ceccarelli Philadelphia, Pennsylvania Details
Michael Ceccarelli's Vanguard Experience September 2014 - Present
Job Communication Admin/RFP Specialist at Vanguard
Industry Financial Services
Experience
Vanguard   September 2014 - Present
Vanguard   June 2013 - Present
Vanguard   April 2012 - May 2013
Vanguard   July 2010 - March 2012
Vanguard   June 2011 - December 2011
Walgreens  May 2005 - August 2008
PHH Mortgage  June 2002 - August 2004

Skills
Series 6, Series 63, Qvidian, Morningstar Direct, InfoComm CTS, Microsoft Office, SharePoint

Education
University of Massachusetts, Amherst
Master of Business Administration (MBA), Cum Laude

Rowan University
Bachelor of Science (BS), Business Administration/Marketing, Magna Cum Laude, Dean's List

Barbara Grozinski Barbara Grozinski Wayne, Pennsylvania Details
Barbara Grozinski's Vanguard Experience PrincipalVanguardNovember 1981 - July 2010
Job Executive/Principal, Vanguard Financial Services, retired
Industry Financial Services
Experience
Vanguard   PrincipalVanguardNovember 1981 - July 2010
Lionel Leisure (Kiddie City main office)   September 1976 - November 1981

Skills
Team Leadership, Financial Services, Operations Management, Delivering Results, Business Analysis, Process Improvement, Risk Management, Leadership, Financial Analysis, Strategy, Mutual Funds, Investments, Program Management, Business Process..., Series 7

Education
Rosemont College
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Marie Knox Marie Knox West Chester, Pennsylvania Details
Marie Knox's Vanguard Experience November 1987 - December 1988
Job Retired from Assurant
Industry Insurance
Experience
Assurant  June 2015 - Present
Assurant  August 2014 - Present
Assurant  2000 - July 2014
KP telecommunications   January 1989 - January 2010
Telegard   2001 - 2009
Vanguard   November 1987 - December 1988
American Tele/Response   1984 - 1987

Skills
Cisco VoIP, IVR, Aspect ACD, Call Centers, VPI Call recording, Etalk, Workforce Management, Asterisk, Avaya, Nortel Meridian, Nortel, Call Center Development, Technical Support

Education
Rowan University
Bachelor's degree, Communication and Media Studies

Jessica Garcia-Soto Jessica Garcia-Soto Phoenix, Arizona Details
Jessica Garcia-Soto's Vanguard Experience November 1998 - November 2002
Job Admin/Customer Service Professional
Industry Consumer Services
Experience
American Funds  April 2007 - May 2013
Orion Bank  January 2005 - November 2005
Wachovia Securities Financial Network  July 2004 - January 2005
Investrade Regal Discount Securities   July 2003 - July 2004
Vanguard   November 1998 - November 2002

Skills
Work well under pressure, Task Oriented, Account Management, Organized Multi-tasker, Hands-on Problem Solver, Resourceful in the..., Management, Process Improvement, Time Management, Sales, Microsoft Excel, Outlook, Investments, Financial Services, Leadership, Microsoft Office, Team Building, Training

Education
CSU Global   2012 — 2015
Organizational Leadership

Rio Salado College   2008 — 2012
Business Administration and Management, General

BCHS   1993 — 1996

Carleen Ervin Carleen Ervin Philadelphia, Pennsylvania Details
Carleen Ervin's Vanguard Experience March 2000 - Present
Job User Acceptance Test Lead at Vanguard
Industry Financial Services
Experience
Vanguard   March 2000 - Present

Education
Rosemont College   2013 — 2015
Master of Business Administration (M.B.A.)

Saint Joseph's University
Bachelor’s Degree, Accounting and Finance

Jon-Claude Caton Jon-Claude Caton Charlotte, North Carolina Details
Jon-Claude Caton's Vanguard Experience March 2014 - Present
Job Investment Consultant at Vanguard
Industry Financial Services
Experience
Vanguard   March 2014 - Present
Vanguard   January 2005 - July 2013

Skills
Investments, Series 7, Series 65, Series 6, Mutual Funds, Series 63, Asset Allocation, Retirement Planning, Wealth Management, Retirement, Investment Strategies, Portfolio Management, Equities, Financial Services, Fixed Income, Investment Advisory, Securities, Relationship Management, Financial Advisory, Finance, 401k

Education
Rochester Institute of Technology   1998 — 2003
Studied, Criminal Justice

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