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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Vanguard July 2014 - Present
Vanguard August 2012 - Present
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2010
Bachelor's degree, Economics
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
vanguard January 2006 - Present
Education
Rosemont College 2000 — 2004
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
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
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
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
Vanguard May 2014 - Present
Vanguard March 2012 - May 2014
Vanguard November 2007 - March 2012
Education
Rutgers University-New Brunswick 2003 — 2007
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
The Haverford Trust Company April 1997 - June 2000
Vanguard January 1992 - April 1997
Education
Rosemont College 1987 — 1991
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
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
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
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
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
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
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
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
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