Vanguard Company
Industry: Investment management company
DescriptionThe Vanguard Group is an American registered investment advisor based in Malvern, Pennsylvania with over $5.1 trillion in assets under management. It is the largest provider of mutual funds and the second-largest provider of exchange-traded funds in the world after BlackRock's iShares. Customer service: 0800 032 3731 Assets under management: 5.1 trillion USD (January 31, 2018) Founder: John C. Bogle Founded: 1 May 1975, Valley Forge, Pennsylvania, United States CEO: Mortimer J. Buckley (Jan 2018–) Headquarters: Valley Forge, Pennsylvania, United States
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Vanguard Employees
Employee
Years
Job
Industry
Ruchi (Pandya) Bigford Ruchi (Pandya) Bigford's Vanguard Experience August 2015 - Present
Job Project Manager at Vanguard
Industry Investment Management
Experience
Vanguard August 2015 - Present
Vanguard May 2014 - August 2015
Vanguard March 2013 - April 2014
Vanguard November 2011 - March 2013
Vanguard September 2009 - November 2011
The Vanguard Group August 2008 - October 2010
Pfizer Pharmaceuticals May 2006 - August 2007
Skills
CRM, Finance, Leadership, Management, Training, Process Improvement, Time Management, Risk Management, Series 63, Sales, Mutual Funds
Education
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2008
Bachelor of Arts, Economics
Vanguard August 2015 - Present
Vanguard May 2014 - August 2015
Vanguard March 2013 - April 2014
Vanguard November 2011 - March 2013
Vanguard September 2009 - November 2011
The Vanguard Group August 2008 - October 2010
Pfizer Pharmaceuticals May 2006 - August 2007
Skills
CRM, Finance, Leadership, Management, Training, Process Improvement, Time Management, Risk Management, Series 63, Sales, Mutual Funds
Education
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2008
Bachelor of Arts, Economics
Nicholas DeCinque Nicholas DeCinque's Vanguard Experience March 2015 - Present
Job Fund Financial Associate at Vanguard
Industry Financial Services
Experience
Vanguard March 2015 - Present
Vanguard July 2013 - February 2015
Giant Food December 2005 - June 2013
Skills
Time Management, Customer Service, Leadership, Finance, Investments, Mutual Funds, ETFs, Stocks, Fund Accounting, Financial Analysis, Dividends, Corporate Actions, Fixed Income, Bonds, Bloomberg Terminal, Thompson One, Asset Allocation, Risk Tolerance, Financial Guidance, Retirement Planning, CRM, Project Management, Management, Mathematics, Microsoft Excel, Microsoft Word, PowerPoint, Access
Education
Saint Joseph's University 2009 — 2013
Bachelor of Science (B.S.) in Business Administration, Finance
Spring-Ford Senior High School 2005 — 2009
Vanguard March 2015 - Present
Vanguard July 2013 - February 2015
Giant Food December 2005 - June 2013
Skills
Time Management, Customer Service, Leadership, Finance, Investments, Mutual Funds, ETFs, Stocks, Fund Accounting, Financial Analysis, Dividends, Corporate Actions, Fixed Income, Bonds, Bloomberg Terminal, Thompson One, Asset Allocation, Risk Tolerance, Financial Guidance, Retirement Planning, CRM, Project Management, Management, Mathematics, Microsoft Excel, Microsoft Word, PowerPoint, Access
Education
Saint Joseph's University 2009 — 2013
Bachelor of Science (B.S.) in Business Administration, Finance
Spring-Ford Senior High School 2005 — 2009
Kate Fair Kate Fair's Vanguard Experience June 2015 - Present
Job Assistant Archivist at Vanguard
Industry Information Services
Experience
Vanguard June 2015 - Present
Clemson University February 2015 - May 2015
Delaware Public Archives April 2013 - January 2015
Delaware Department of Transportation November 2010 - April 2013
Skills
Project Management, Archival Research, Program Coordination, Archival Processing, Records Management, Grant Writing, Social Media, Outreach Services
Education
Simmons College 2012 — 2014
Master of Science (MS), Library and Information Science: Archives Management
Saint Anselm College 2006 — 2010
Bachelor of Arts (BA), History
Vanguard June 2015 - Present
Clemson University February 2015 - May 2015
Delaware Public Archives April 2013 - January 2015
Delaware Department of Transportation November 2010 - April 2013
Skills
Project Management, Archival Research, Program Coordination, Archival Processing, Records Management, Grant Writing, Social Media, Outreach Services
Education
Simmons College 2012 — 2014
Master of Science (MS), Library and Information Science: Archives Management
Saint Anselm College 2006 — 2010
Bachelor of Arts (BA), History
Divya Krishnamurthy Divya Krishnamurthy's Vanguard Experience June 2011 - June 2013
Job Developer at The Vanguard Group
Industry Information Technology and Services
Experience
The Vanguard Group June 2013 - Present
Vanguard June 2011 - June 2013
Merck June 2010 - August 2010
Johnson & Johnson 2009 - 2009
Actavis 2008 - 2008
Skills
Java, SQL, HTML, Agile Methodologies, C, Visio, MySQL, JavaScript, SharePoint, Unix, SDLC, Databases, Linux, Oracle, Business Intelligence
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2011
BS, Information Technology
Rutgers, The State University of New Jersey-New Brunswick
The Vanguard Group June 2013 - Present
Vanguard June 2011 - June 2013
Merck June 2010 - August 2010
Johnson & Johnson 2009 - 2009
Actavis 2008 - 2008
Skills
Java, SQL, HTML, Agile Methodologies, C, Visio, MySQL, JavaScript, SharePoint, Unix, SDLC, Databases, Linux, Oracle, Business Intelligence
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2011
BS, Information Technology
Rutgers, The State University of New Jersey-New Brunswick
Ashley Saffold Ashley Saffold's Vanguard Experience September 2013 - Present
Job Retail Client Account Service Specialist at Vanguard
Industry Financial Services
Experience
Vanguard September 2013 - Present
Rutgers University September 2012 - May 2013
Steve Madden October 2008 - January 2012
The Associate Alumnae of Douglass College Phonathon January 2011 - April 2011
AIG American General June 2010 - August 2010
Skills
Management, Customer Service, Research, Event Planning, Social Media, Public Speaking, Community Outreach, Facebook, PowerPoint, Fundraising, Microsoft Office, Editing, Nonprofits, Social Networking, Series 63, Series 6, Microsoft Word, Microsoft Excel, Time Management
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Bachelor of Arts (BA), Political Science, Sociology, 3.36
Vanguard September 2013 - Present
Rutgers University September 2012 - May 2013
Steve Madden October 2008 - January 2012
The Associate Alumnae of Douglass College Phonathon January 2011 - April 2011
AIG American General June 2010 - August 2010
Skills
Management, Customer Service, Research, Event Planning, Social Media, Public Speaking, Community Outreach, Facebook, PowerPoint, Fundraising, Microsoft Office, Editing, Nonprofits, Social Networking, Series 63, Series 6, Microsoft Word, Microsoft Excel, Time Management
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Bachelor of Arts (BA), Political Science, Sociology, 3.36
Chrystal Puvabanditsin Chrystal Puvabanditsin's Vanguard Experience September 2010 - July 2013
Job Passionate about the intersection of Finance and Technology
Industry Financial Services
Experience
NYU Stern School of Business June 2014 - Present
IBM June 2015 - August 2015
HedgeServ July 2013 - May 2014
Vanguard September 2010 - July 2013
Vanguard June 2009 - September 2010
Student Support Services June 2007 - May 2009
Vanguard June 2008 - August 2008
Skills
Fixed Income, Equities, Account Reconciliation, Settlement, Financial Analysis, Fund Accounting, Microsoft Excel, Microsoft Office, Middle Office, Data Analysis, Process Improvement, Trading, Bloomberg, Bloomberg Terminal, Investments, Finance, Analysis, Securities
Education
Rutgers University-New Brunswick 2005 — 2009
BA, Economics
New York University - Leonard N. Stern School of Business
NYU Stern School of Business June 2014 - Present
IBM June 2015 - August 2015
HedgeServ July 2013 - May 2014
Vanguard September 2010 - July 2013
Vanguard June 2009 - September 2010
Student Support Services June 2007 - May 2009
Vanguard June 2008 - August 2008
Skills
Fixed Income, Equities, Account Reconciliation, Settlement, Financial Analysis, Fund Accounting, Microsoft Excel, Microsoft Office, Middle Office, Data Analysis, Process Improvement, Trading, Bloomberg, Bloomberg Terminal, Investments, Finance, Analysis, Securities
Education
Rutgers University-New Brunswick 2005 — 2009
BA, Economics
New York University - Leonard N. Stern School of Business
Patti Cavanaugh Patti Cavanaugh's Vanguard Experience April 2013 - Present
Job Manager Financial Reporting / Fund Financial Services at Vanguard
Industry Financial Services
Experience
Vanguard April 2013 - Present
Vanguard January 2011 - April 2013
Vanguard January 1997 - December 2010
Dorfman Robbie CPAs August 1989 - November 1996
Skills
Financial Reporting, Accounting, Financial Services, Tax, Mutual Funds, Financial Analysis, Investments, Strategic Financial..., Equities, Finance
Education
QKA - Qualified 401(k) Administrator 1998 — 1998
ASPPA - American Society of Pension Professionals & Actuaries
CPA - Certified Public Accountant 1992 — 1992
St. Bonaventure University 1985 — 1989
B.B.A. - Major: Accounting / Minor: International Business
Vanguard April 2013 - Present
Vanguard January 2011 - April 2013
Vanguard January 1997 - December 2010
Dorfman Robbie CPAs August 1989 - November 1996
Skills
Financial Reporting, Accounting, Financial Services, Tax, Mutual Funds, Financial Analysis, Investments, Strategic Financial..., Equities, Finance
Education
QKA - Qualified 401(k) Administrator 1998 — 1998
ASPPA - American Society of Pension Professionals & Actuaries
CPA - Certified Public Accountant 1992 — 1992
St. Bonaventure University 1985 — 1989
B.B.A. - Major: Accounting / Minor: International Business
Saqib Nasir's Vanguard Experience September 2015 - Present
Job IT Project Manager at Vanguard
Industry Information Technology and Services
Experience
Vanguard September 2015 - Present
Vanguard December 2014 - September 2015
Vanguard May 2012 - December 2014
Vanguard May 2012 - October 2012
TD Bank Group November 2008 - September 2012
Commerce Bank June 2006 - August 2008
Skills
Time Management, Customer Service, Requirements Gathering, Business Analysis, Banking, Business Requirements, Systems Analysis, Change Management, Sales Process, Risk Management, Data Analysis, Process Improvement, Analysis, Financial Services, Retail Banking, Financial Analysis, SharePoint, SDLC, Requirements Analysis, Computer Systems..., Process Flow Charts, Data Flow, Quality Center, VBScript, SQL, Scrum, RequisitePro, Microsoft Office, Lotus Notes, Python, Agile & Waterfall..., Visio, Microsoft Excel, Vendor Management, Software Documentation, Business Process..., Kanban, Test Automation, QTP, User Acceptance Testing, Business Process, Technical Documentation, Data Modeling, Project Delivery, Waterfall, Integration, Agile Methodologies, Full SDLC, Data Administration, Business Intelligence
Education
Rutgers University 2005 — 2009
Bachelor's degree, Computer Science, Biology and Mathematics
Strayer University
Master of Business Administration (MBA), Management Information Systems and Services
Vanguard September 2015 - Present
Vanguard December 2014 - September 2015
Vanguard May 2012 - December 2014
Vanguard May 2012 - October 2012
TD Bank Group November 2008 - September 2012
Commerce Bank June 2006 - August 2008
Skills
Time Management, Customer Service, Requirements Gathering, Business Analysis, Banking, Business Requirements, Systems Analysis, Change Management, Sales Process, Risk Management, Data Analysis, Process Improvement, Analysis, Financial Services, Retail Banking, Financial Analysis, SharePoint, SDLC, Requirements Analysis, Computer Systems..., Process Flow Charts, Data Flow, Quality Center, VBScript, SQL, Scrum, RequisitePro, Microsoft Office, Lotus Notes, Python, Agile & Waterfall..., Visio, Microsoft Excel, Vendor Management, Software Documentation, Business Process..., Kanban, Test Automation, QTP, User Acceptance Testing, Business Process, Technical Documentation, Data Modeling, Project Delivery, Waterfall, Integration, Agile Methodologies, Full SDLC, Data Administration, Business Intelligence
Education
Rutgers University 2005 — 2009
Bachelor's degree, Computer Science, Biology and Mathematics
Strayer University
Master of Business Administration (MBA), Management Information Systems and Services
Dino Battaglia's Vanguard Experience January 1993 - May 2002
Job Providing Solutions for Financial Advisors at SEI
Industry Financial Services
Experience
SEI March 2013 - Present
eMoney Advisor August 2005 - February 2013
ING March 2004 - August 2005
SunGard May 2002 - March 2004
Vanguard January 1993 - May 2002
Education
Saint Joseph's University - Erivan K. Haub School of Business 1996 — 2000
M.B.A., Management Information Systems
The Chubb Institute 2001 — 2002
Diploma, Web Development & Business Programming, Information Technology
Saint Joseph's University 1988 — 1992
B.S., Management
Bishop Kenrick High School 1984 — 1988
Diploma
SEI March 2013 - Present
eMoney Advisor August 2005 - February 2013
ING March 2004 - August 2005
SunGard May 2002 - March 2004
Vanguard January 1993 - May 2002
Education
Saint Joseph's University - Erivan K. Haub School of Business 1996 — 2000
M.B.A., Management Information Systems
The Chubb Institute 2001 — 2002
Diploma, Web Development & Business Programming, Information Technology
Saint Joseph's University 1988 — 1992
B.S., Management
Bishop Kenrick High School 1984 — 1988
Diploma
Anthony Massaro Anthony Massaro's Vanguard Experience July 2015 - Present
Job Client Relationship Specialist at Vanguard
Industry Financial Services
Experience
Vanguard July 2015 - Present
M Financial Planning Services June 2013 - June 2015
Sherwin-Williams Paints April 2012 - August 2014
A Cut Above Landscaping June 2010 - June 2011
Skills
Interpersonal Skill, Microsoft Office, Analytical Skills, Determination to Succeed, Leadership, Sales, Marketing, Customer Service, Microsoft Excel, Time Management, Critical Thinking, Teamwork, Telephone Skills, Goal Oriented, Self-driven, Integrity
Education
Rutgers, The State University of New Jersey-New Brunswick 2012 — 2015
Bachelor of Arts (B.A.), Major - Economics Minor - Business Administration, History, GPA: 3.5
Vanguard July 2015 - Present
M Financial Planning Services June 2013 - June 2015
Sherwin-Williams Paints April 2012 - August 2014
A Cut Above Landscaping June 2010 - June 2011
Skills
Interpersonal Skill, Microsoft Office, Analytical Skills, Determination to Succeed, Leadership, Sales, Marketing, Customer Service, Microsoft Excel, Time Management, Critical Thinking, Teamwork, Telephone Skills, Goal Oriented, Self-driven, Integrity
Education
Rutgers, The State University of New Jersey-New Brunswick 2012 — 2015
Bachelor of Arts (B.A.), Major - Economics Minor - Business Administration, History, GPA: 3.5
Erin Sechrist Erin Sechrist's Vanguard Experience April 2010 - January 2012
Job Manager, Member Support Services
Industry Utilities
Experience
PJM Interconnection August 2013 - Present
PJM Interconnection February 2012 - August 2013
Vanguard April 2010 - January 2012
Vanguard September 2007 - April 2010
Vanguard October 2005 - September 2007
Vanguard December 2003 - October 2005
Skills
Leadership, Team Building, Project Management, Performance Management, Cross-functional Team..., Team Leadership, CRM, Customer Service, Process Improvement, Teamwork, Time Management, Business Analysis, Data Analysis
Education
Saint Joseph's University 2006 — 2008
MBA, Management
West Chester University of Pennsylvania 1999 — 2003
BS, Business Management
Owen J Roberts HS 1995 — 1999
Diploma
PJM Interconnection August 2013 - Present
PJM Interconnection February 2012 - August 2013
Vanguard April 2010 - January 2012
Vanguard September 2007 - April 2010
Vanguard October 2005 - September 2007
Vanguard December 2003 - October 2005
Skills
Leadership, Team Building, Project Management, Performance Management, Cross-functional Team..., Team Leadership, CRM, Customer Service, Process Improvement, Teamwork, Time Management, Business Analysis, Data Analysis
Education
Saint Joseph's University 2006 — 2008
MBA, Management
West Chester University of Pennsylvania 1999 — 2003
BS, Business Management
Owen J Roberts HS 1995 — 1999
Diploma
Brian Deveney Brian Deveney's Vanguard Experience October 2012 - March 2013
Job Process Admin at First Data Corporation
Industry Financial Services
Experience
First Data Corporation August 2014 - Present
City of London Investment Management Company Ltd March 2013 - March 2014
Vanguard October 2012 - March 2013
Giant Food March 2008 - September 2012
Weinstein Supply May 2003 - December 2008
Comcast-Spectacor January 2007 - April 2007
Skills
Customer Service, Sales, Event Management, Marketing, Event Planning, Microsoft Office, Public Speaking, Coaching, Onboarding, Employee Relations, Merchandising, Talent Management, Project Management, Inventory Management, Account Management, Team Building, Market Research, Teamwork, Access, Email Marketing, Cross-functional Team..., Data Analysis, Time Management, Microsoft Word, Microsoft Excel, PowerPoint, Budgets, Process Improvement, CRM, Marketing Research, Leadership, Management, Retail, Social Networking
Education
Delaware County Community College 2014 — 2016
Bachelor of Science (BS), Network Engineering
Saint Joseph's University 2003 — 2007
Bachelor of Science (B.S.), Social Sciences
Saint Joseph's University 2003 — 2007
Minor, Marketing
First Data Corporation August 2014 - Present
City of London Investment Management Company Ltd March 2013 - March 2014
Vanguard October 2012 - March 2013
Giant Food March 2008 - September 2012
Weinstein Supply May 2003 - December 2008
Comcast-Spectacor January 2007 - April 2007
Skills
Customer Service, Sales, Event Management, Marketing, Event Planning, Microsoft Office, Public Speaking, Coaching, Onboarding, Employee Relations, Merchandising, Talent Management, Project Management, Inventory Management, Account Management, Team Building, Market Research, Teamwork, Access, Email Marketing, Cross-functional Team..., Data Analysis, Time Management, Microsoft Word, Microsoft Excel, PowerPoint, Budgets, Process Improvement, CRM, Marketing Research, Leadership, Management, Retail, Social Networking
Education
Delaware County Community College 2014 — 2016
Bachelor of Science (BS), Network Engineering
Saint Joseph's University 2003 — 2007
Bachelor of Science (B.S.), Social Sciences
Saint Joseph's University 2003 — 2007
Minor, Marketing
Martin Koritko Martin Koritko's Vanguard Experience September 2011 - October 2013
Job AVP, Continuous Improvement at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group October 2013 - Present
Vanguard September 2011 - October 2013
Vanguard October 2008 - September 2011
Vanguard May 2006 - October 2008
Vanguard August 2005 - May 2006
Vanguard August 2004 - August 2005
Vanguard January 2003 - August 2004
Vanguard June 1999 - January 2003
Skills
Series 6, Series 63, Agile Project Management, Six Sigma, Cross-functional Team..., Process Improvement, Financial Analysis, Strategic Planning, Financial Modeling, Program Management, Operations Management, Project Management, Data Analysis, Mutual Funds, Business Strategy, Leadership, Business Analysis, Risk Management, Investments, Corporate Finance, Operational Excellence, Equities, Valuation, Portfolio Management, Management Consulting, Strategy, Business Process..., Business Development, Start-ups, Budgets, Finance, Integration, Management, Strategic Financial..., Financial Services, SDLC, Analysis
Education
Villanova University 2014 — 2014
Lean Six Sigma Black Belt
University of Virginia - Darden Graduate School of Business Administration 2011 — 2013
Master of Business Administration (M.B.A.)
Saint Joseph's University 1994 — 1999
Bachelor of Science (B.S.), Finance, 3.92
Lincoln Financial Group October 2013 - Present
Vanguard September 2011 - October 2013
Vanguard October 2008 - September 2011
Vanguard May 2006 - October 2008
Vanguard August 2005 - May 2006
Vanguard August 2004 - August 2005
Vanguard January 2003 - August 2004
Vanguard June 1999 - January 2003
Skills
Series 6, Series 63, Agile Project Management, Six Sigma, Cross-functional Team..., Process Improvement, Financial Analysis, Strategic Planning, Financial Modeling, Program Management, Operations Management, Project Management, Data Analysis, Mutual Funds, Business Strategy, Leadership, Business Analysis, Risk Management, Investments, Corporate Finance, Operational Excellence, Equities, Valuation, Portfolio Management, Management Consulting, Strategy, Business Process..., Business Development, Start-ups, Budgets, Finance, Integration, Management, Strategic Financial..., Financial Services, SDLC, Analysis
Education
Villanova University 2014 — 2014
Lean Six Sigma Black Belt
University of Virginia - Darden Graduate School of Business Administration 2011 — 2013
Master of Business Administration (M.B.A.)
Saint Joseph's University 1994 — 1999
Bachelor of Science (B.S.), Finance, 3.92
Patrick Rogan, CFP®'s Vanguard Experience February 2015 - Present
Job Financial Advisor at Vanguard
Industry Financial Services
Experience
Vanguard February 2015 - Present
Vanguard August 2012 - February 2015
Vanguard March 2013 - March 2014
Vanguard October 2011 - August 2012
Vanguard July 2010 - October 2011
Skills
Series 63, Mutual Funds, Asset Allocation, Series 7, Series 6, Financial Analysis, Retirement Planning, Investments, Problem Solving, Contact Management, Investment Strategies, Retirement Plan..., Financial Markets, Finance, Economics, Money Management, Manage Client..., High Net Worth..., Portfolio Management, Marketing, Wealth Management, Sales, CRM, Insurance, Financial Services, Analysis, Retirement, Relationship Management, Bloomberg, ETFs, 401k, IRAs, Income Tax, Estate Planning, Personal Financial...
Education
Saint Joseph's University 2005 — 2009
Bachelor of Science, Business Administration
Vanguard February 2015 - Present
Vanguard August 2012 - February 2015
Vanguard March 2013 - March 2014
Vanguard October 2011 - August 2012
Vanguard July 2010 - October 2011
Skills
Series 63, Mutual Funds, Asset Allocation, Series 7, Series 6, Financial Analysis, Retirement Planning, Investments, Problem Solving, Contact Management, Investment Strategies, Retirement Plan..., Financial Markets, Finance, Economics, Money Management, Manage Client..., High Net Worth..., Portfolio Management, Marketing, Wealth Management, Sales, CRM, Insurance, Financial Services, Analysis, Retirement, Relationship Management, Bloomberg, ETFs, 401k, IRAs, Income Tax, Estate Planning, Personal Financial...
Education
Saint Joseph's University 2005 — 2009
Bachelor of Science, Business Administration
Lauren Kiernan Lauren Kiernan's Vanguard Experience December 2013 - Present
Job Supervisor
Industry Financial Services
Experience
Vanguard December 2013 - Present
The Vanguard Group June 2011 - December 2013
Vanguard June 2010 - May 2011
Vanguard August 2008 - May 2010
SunGard Availability Services May 2007 - July 2008
Xelerate LLC October 2006 - July 2008
Skills
Investments, Series 7, Interviews, High Net Worth..., Series 63, Series 6, Retirement, Training, Relationship Management, Leadership, CRM
Education
Saint Bonaventure University 2002 — 2006
BA, Mass Communications
Henderson High School 1998 — 2002
High school diploma, Mass Communication/Media Studies
Vanguard December 2013 - Present
The Vanguard Group June 2011 - December 2013
Vanguard June 2010 - May 2011
Vanguard August 2008 - May 2010
SunGard Availability Services May 2007 - July 2008
Xelerate LLC October 2006 - July 2008
Skills
Investments, Series 7, Interviews, High Net Worth..., Series 63, Series 6, Retirement, Training, Relationship Management, Leadership, CRM
Education
Saint Bonaventure University 2002 — 2006
BA, Mass Communications
Henderson High School 1998 — 2002
High school diploma, Mass Communication/Media Studies
Jeff Evanello,CLU,ChFC,RICP's Vanguard Experience 1998 - 2008
Job Senior Director, Business Development for Cambridge Investment Research at Cambridge Investment Research, Inc.
Industry Financial Services
Experience
Cambridge Investment Research, Inc. November 2014 - Present
Cambridge Investment Research October 2011 - October 2014
Waddell & Reed August 2010 - October 2011
Evanello Enterprises, LLC May 2008 - October 2011
Source Capital Group August 2008 - August 2010
ProPlayer Fantasy Sports, LLC June 2009 - August 2009
The Vanguard Group November 1998 - March 2008
Vanguard 1998 - 2008
The Vanguard Group November 1998 - May 2003
Joseph Charles & Associates January 1998 - November 1998
Skills
FINRA Arbitration, Wholesaling, Sales Management, FINRA, Alternative Investments, ETFs, Business Planning, Series 7, Wealth Management, Series 63, Fixed Annuities, Mutual Funds, Financial Advisory, Wholesale, Strategic Financial..., Investments, Insurance, Strategy, Retirement Planning, New Business Development, Marketing, Financial Services, Securities, Portfolio Management, Finance, Investment Advisory, Life Insurance
Education
The American College 2013 — 2014
Retirement Income Certified Professional, Finance, General, Pass
Rutgers, The State University of New Jersey-New Brunswick 1982 — 1986
Bachelor of Arts, Economics
The American College 1991 — 1994
CLU, ChFC, Finance
Cambridge Investment Research, Inc. November 2014 - Present
Cambridge Investment Research October 2011 - October 2014
Waddell & Reed August 2010 - October 2011
Evanello Enterprises, LLC May 2008 - October 2011
Source Capital Group August 2008 - August 2010
ProPlayer Fantasy Sports, LLC June 2009 - August 2009
The Vanguard Group November 1998 - March 2008
Vanguard 1998 - 2008
The Vanguard Group November 1998 - May 2003
Joseph Charles & Associates January 1998 - November 1998
Skills
FINRA Arbitration, Wholesaling, Sales Management, FINRA, Alternative Investments, ETFs, Business Planning, Series 7, Wealth Management, Series 63, Fixed Annuities, Mutual Funds, Financial Advisory, Wholesale, Strategic Financial..., Investments, Insurance, Strategy, Retirement Planning, New Business Development, Marketing, Financial Services, Securities, Portfolio Management, Finance, Investment Advisory, Life Insurance
Education
The American College 2013 — 2014
Retirement Income Certified Professional, Finance, General, Pass
Rutgers, The State University of New Jersey-New Brunswick 1982 — 1986
Bachelor of Arts, Economics
The American College 1991 — 1994
CLU, ChFC, Finance
Scott Lind's Vanguard Experience March 2013 - Present
Job Senior Experience Strategy Manager at Vanguard
Industry Computer Software
Experience
Vanguard March 2013 - Present
Siemens Healthcare September 2005 - February 2013
Telcordia Technologies (formerly Bellcore) March 1998 - August 2005
Bellcore (Bell Communications Research) 1996 - 1998
Education
Rutgers University-New Brunswick
Vanguard March 2013 - Present
Siemens Healthcare September 2005 - February 2013
Telcordia Technologies (formerly Bellcore) March 1998 - August 2005
Bellcore (Bell Communications Research) 1996 - 1998
Education
Rutgers University-New Brunswick
Michael Baptista's Vanguard Experience April 2011 - Present
Job Consultant Enterprise Risk Management at Vanguard
Industry Financial Services
Experience
Vanguard April 2011 - Present
stndrd - Modern Furniture August 2010 - Present
Goldman Sachs November 2004 - January 2011
Valley National Bank June 2002 - November 2004
Skills
Operational Risk..., Requirements Gathering, Business Requirements, Business Process Design, Executive Reporting, User Interface Design, Report Design, PowerPoint, Microsoft Excel, Creation Of Training..., Test Scripts, Risk Management, Analysis, CRM, Public Speaking, Project Management, Relationship Management, Customer Service
Education
Rutgers University-New Brunswick 1999 — 2001
Bachelors, Finance
Vanguard April 2011 - Present
stndrd - Modern Furniture August 2010 - Present
Goldman Sachs November 2004 - January 2011
Valley National Bank June 2002 - November 2004
Skills
Operational Risk..., Requirements Gathering, Business Requirements, Business Process Design, Executive Reporting, User Interface Design, Report Design, PowerPoint, Microsoft Excel, Creation Of Training..., Test Scripts, Risk Management, Analysis, CRM, Public Speaking, Project Management, Relationship Management, Customer Service
Education
Rutgers University-New Brunswick 1999 — 2001
Bachelors, Finance
Vimal Persaud Vimal Persaud's Vanguard Experience July 2013 - Present
Job Information Systems Engineer at Vanguard
Industry Military
Experience
Vanguard July 2013 - Present
US Army March 2007 - March 2013
Vanguard May 2012 - August 2012
Rutgers University School of Communication and Information February 2012 - May 2012
GREEN - Global Renewable Energy Education Network September 2011 - May 2012
Rutgers University School of Communication and Information January 2011 - October 2011
Sears Holdings Corporation February 2008 - September 2008
Skills
Web Design, Computer Security, Information Systems, Windows 7, Troubleshooting, Customer Service, Databases, Windows, SharePoint, Microsoft Excel, Flash Professional, Computer Hardware, Network Administration, Networking, HTML, SQL, Microsoft Office, PowerPoint, Java
Education
Rutgers University-New Brunswick 2008 — 2012
BA, Information Technology & Informatics
Vanguard July 2013 - Present
US Army March 2007 - March 2013
Vanguard May 2012 - August 2012
Rutgers University School of Communication and Information February 2012 - May 2012
GREEN - Global Renewable Energy Education Network September 2011 - May 2012
Rutgers University School of Communication and Information January 2011 - October 2011
Sears Holdings Corporation February 2008 - September 2008
Skills
Web Design, Computer Security, Information Systems, Windows 7, Troubleshooting, Customer Service, Databases, Windows, SharePoint, Microsoft Excel, Flash Professional, Computer Hardware, Network Administration, Networking, HTML, SQL, Microsoft Office, PowerPoint, Java
Education
Rutgers University-New Brunswick 2008 — 2012
BA, Information Technology & Informatics
Matthew Woldin Matthew Woldin's Vanguard Experience September 2014 - Present
Job Global Privacy Manager, Enterprise Data Governance & Privacy at Vanguard
Industry Financial Services
Experience
Vanguard September 2014 - Present
Education
Saint Joseph's University 2012 — 2015
Master of Business Administration (MBA), Finance
University of Pennsylvania 1994 — 1998
BA, Psychology
Vanguard September 2014 - Present
Education
Saint Joseph's University 2012 — 2015
Master of Business Administration (MBA), Finance
University of Pennsylvania 1994 — 1998
BA, Psychology
Mrunal Shah Mrunal Shah's Vanguard Experience June 2011 - August 2011
Job Sr Tech Analyst
Industry Computer Software
Experience
Verizon August 2014 - Present
Verizon July 2013 - June 2014
Verizon Wireless July 2012 - July 2013
Vanguard June 2011 - August 2011
The University Market January 2009 - June 2011
WINLAB, Rutgers University June 2010 - September 2010
Skills
C++, C, Integration, Java, Matlab, Networking, WiMAX, Wireless Networking, Software Development, Programming, Agile Methodologies, HTML, Eclipse, XML, Software Engineering, Mobile Applications, Ubuntu, Architecture, SDLC, Enterprise Architecture, Data Structures, Enterprise Software, Software Project...
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2012
Bachelor of Science (BS), Electrical and Computer Engineering
Verizon August 2014 - Present
Verizon July 2013 - June 2014
Verizon Wireless July 2012 - July 2013
Vanguard June 2011 - August 2011
The University Market January 2009 - June 2011
WINLAB, Rutgers University June 2010 - September 2010
Skills
C++, C, Integration, Java, Matlab, Networking, WiMAX, Wireless Networking, Software Development, Programming, Agile Methodologies, HTML, Eclipse, XML, Software Engineering, Mobile Applications, Ubuntu, Architecture, SDLC, Enterprise Architecture, Data Structures, Enterprise Software, Software Project...
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2012
Bachelor of Science (BS), Electrical and Computer Engineering
Frank Pang's Vanguard Experience December 2009 - Present
Job Help desk analyst at Vanguard
Industry Financial Services
Experience
Vanguard December 2009 - Present
Skills
Access, Call Centers, Lotus Notes, SharePoint, Visio, Windows XP, Windows 7, Technical Support, Active Directory, Software Documentation, Help Desk Support, Disaster Recovery, Servers, Software Installation, BMC Remedy, Customer Service, Leadership, PowerPoint, Process Improvement, Microsoft Excel, Microsoft Office
Education
Rutgers University-New Brunswick 1992 — 1996
Bachelor of Applied Science (BASc), Economics
Vanguard December 2009 - Present
Skills
Access, Call Centers, Lotus Notes, SharePoint, Visio, Windows XP, Windows 7, Technical Support, Active Directory, Software Documentation, Help Desk Support, Disaster Recovery, Servers, Software Installation, BMC Remedy, Customer Service, Leadership, PowerPoint, Process Improvement, Microsoft Excel, Microsoft Office
Education
Rutgers University-New Brunswick 1992 — 1996
Bachelor of Applied Science (BASc), Economics
Osha Fuangkasae Osha Fuangkasae's Vanguard Experience June 2009 - Present
Job Software Developer (Global Systems) at Vanguard
Industry Computer Software
Experience
Vanguard June 2009 - Present
Rutgers University September 2008 - May 2009
PassionRiver Films December 2007 - August 2008
The Vanguard Group May 2008 - July 2008
Skills
jQuery, JavaScript, Spring, CSS, PHP, Agile Methodologies, Databases
Education
University of Illinois at Urbana-Champaign 2003 — 2007
BS, Computer Engineering
Rutgers University-New Brunswick
MS, Computer Engineering
Vanguard June 2009 - Present
Rutgers University September 2008 - May 2009
PassionRiver Films December 2007 - August 2008
The Vanguard Group May 2008 - July 2008
Skills
jQuery, JavaScript, Spring, CSS, PHP, Agile Methodologies, Databases
Education
University of Illinois at Urbana-Champaign 2003 — 2007
BS, Computer Engineering
Rutgers University-New Brunswick
MS, Computer Engineering
Jason Woloszyn Jason Woloszyn's Vanguard Experience November 2004 - January 2009
Job Regional Vice President Fisher Investments
Industry Financial Services
Experience
Fisher Investments March 2015 - Present
Fidelity Investments August 2012 - Present
Wells Fargo Advisors January 2009 - August 2011
Vanguard November 2004 - January 2009
Education
Saint Bonaventure University 1999 — 2003
Bachelor of Business Administration (BBA), Business Administration and Management, General
Fisher Investments March 2015 - Present
Fidelity Investments August 2012 - Present
Wells Fargo Advisors January 2009 - August 2011
Vanguard November 2004 - January 2009
Education
Saint Bonaventure University 1999 — 2003
Bachelor of Business Administration (BBA), Business Administration and Management, General
Steve Wilfong's Vanguard Experience November 2013 - Present
Job Sales Director, Blue Marble Beverages
Industry Online Media
Experience
Vanguard November 2013 - Present
Blue Marble Beverages April 2009 - Present
Vanguard May 2012 - November 2013
Vanguard July 2010 - May 2012
Vanguard February 2010 - January 2012
Vanguard September 2009 - July 2010
Vanguard September 2006 - September 2009
Vanguard December 2004 - September 2006
Skills
Project Management, Marketing Strategy, Leadership, Relationship Management, Strategic Planning, Investments, Marketing Communications, Social Media Marketing, Social Media, Strategic Communications, SharePoint, Multimedia, Organizational Needs..., Executive Consultation, Large Scale Change..., Advanced PowerPoint, Microsoft Excel, Adobe Presenter, Persuasive Presentations, Public Speaking, Motivational Speaking, Adobe Premiere, Adobe Captivate, Captivate, Change Management, Internal Communications
Education
Saint Joseph's University 2007 — 2009
MBA, Management, Finance
Pennsylvania State University 1997 — 2001
Bachelor of Arts, Communications
Vanguard November 2013 - Present
Blue Marble Beverages April 2009 - Present
Vanguard May 2012 - November 2013
Vanguard July 2010 - May 2012
Vanguard February 2010 - January 2012
Vanguard September 2009 - July 2010
Vanguard September 2006 - September 2009
Vanguard December 2004 - September 2006
Skills
Project Management, Marketing Strategy, Leadership, Relationship Management, Strategic Planning, Investments, Marketing Communications, Social Media Marketing, Social Media, Strategic Communications, SharePoint, Multimedia, Organizational Needs..., Executive Consultation, Large Scale Change..., Advanced PowerPoint, Microsoft Excel, Adobe Presenter, Persuasive Presentations, Public Speaking, Motivational Speaking, Adobe Premiere, Adobe Captivate, Captivate, Change Management, Internal Communications
Education
Saint Joseph's University 2007 — 2009
MBA, Management, Finance
Pennsylvania State University 1997 — 2001
Bachelor of Arts, Communications
Drew St. John Drew St. John's Vanguard Experience March 2012 - November 2012
Job Assistant Vice President: Quality Engineering at Barclaycard
Industry Financial Services
Experience
Barclaycard July 2014 - Present
Barclaycard January 2014 - July 2014
Barclaycard November 2012 - January 2014
Vanguard March 2012 - November 2012
Vanguard 2007 - 2012
Vanguard 2004 - 2007
Skills
Vendor Management, Enterprise Architecture, IT Management, Project Management, Enterprise Software, Web Content Management, Requirements Analysis, Business Analysis, Agile Project Management, Requirements Gathering, Leadership, ITIL, Agile Methodologies, IT Strategy, SDLC, Software Project..., Management
Education
University of Pennsylvania - The Wharton School 2010 — 2012
Master of Science, Technology Management
Saint Joseph's University
Bachelor of Science, Liberal Arts
Barclaycard July 2014 - Present
Barclaycard January 2014 - July 2014
Barclaycard November 2012 - January 2014
Vanguard March 2012 - November 2012
Vanguard 2007 - 2012
Vanguard 2004 - 2007
Skills
Vendor Management, Enterprise Architecture, IT Management, Project Management, Enterprise Software, Web Content Management, Requirements Analysis, Business Analysis, Agile Project Management, Requirements Gathering, Leadership, ITIL, Agile Methodologies, IT Strategy, SDLC, Software Project..., Management
Education
University of Pennsylvania - The Wharton School 2010 — 2012
Master of Science, Technology Management
Saint Joseph's University
Bachelor of Science, Liberal Arts
Kenneth HATTON Kenneth HATTON's Vanguard Experience January 2001 - May 2014
Job Freelance
Industry Higher Education
Experience
"Self Employed" May 2014 - Present
Vanguard January 2001 - May 2014
Honeywell Advanced Materials September 1988 - September 2000
Skills
SQL, COBOLII, JCL, CICS, SQL DB2, Unix, Physics, Physical Chemistry, Experimental Physics, Public Speaking, Process Improvement, XML, PowerPoint, Agile Methodologies, Oracle
Education
Rutgers University-New Brunswick 1984 — 1988
Doctor of Philosophy (Ph.D.), Ceramic Sciences and Engineering
Rutgers University-New Brunswick 1980 — 1984
Bachelor's Degree, Ceramic Sciences and Engineering
"Self Employed" May 2014 - Present
Vanguard January 2001 - May 2014
Honeywell Advanced Materials September 1988 - September 2000
Skills
SQL, COBOLII, JCL, CICS, SQL DB2, Unix, Physics, Physical Chemistry, Experimental Physics, Public Speaking, Process Improvement, XML, PowerPoint, Agile Methodologies, Oracle
Education
Rutgers University-New Brunswick 1984 — 1988
Doctor of Philosophy (Ph.D.), Ceramic Sciences and Engineering
Rutgers University-New Brunswick 1980 — 1984
Bachelor's Degree, Ceramic Sciences and Engineering
Claudio Petruzziello Claudio Petruzziello's Vanguard Experience July 2004 - July 2005
Job BMO Capital Markets Sales & Trading
Industry Financial Services
Experience
BMO Capital Markets July 2011 - Present
CLSA July 2005 - March 2009
Vanguard July 2004 - July 2005
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Finance
Saint Joseph's University 2000 — 2004
Bachelor of Science, Finance, Economics
BMO Capital Markets July 2011 - Present
CLSA July 2005 - March 2009
Vanguard July 2004 - July 2005
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Finance
Saint Joseph's University 2000 — 2004
Bachelor of Science, Finance, Economics
Brian Meilinger, MBA Brian Meilinger, MBA's Vanguard Experience 2010 - 2012
Job Program Manager at UGI Utilities, Inc.
Industry Utilities
Experience
UGI Utilities, Inc. 2015 - Present
UGI Utilities, Inc. 2012 - 2015
Vanguard 2010 - 2012
Vanguard 2007 - 2010
Vanguard 2000 - 2007
Skills
Strategic Planning, Forecasting, Financial Analysis, Change Management, Budgets, Leadership, Business Planning, Management, Strategy, Mutual Funds, Financial Services, Project Management, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Minitab, Oracle E-Business Suite, Analysis, Investments, Finance
Education
St. Joseph's University
MBA, Finance
Ursinus College
Bachelor of Arts (BA), Economics and Business Admin
UGI Utilities, Inc. 2015 - Present
UGI Utilities, Inc. 2012 - 2015
Vanguard 2010 - 2012
Vanguard 2007 - 2010
Vanguard 2000 - 2007
Skills
Strategic Planning, Forecasting, Financial Analysis, Change Management, Budgets, Leadership, Business Planning, Management, Strategy, Mutual Funds, Financial Services, Project Management, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Minitab, Oracle E-Business Suite, Analysis, Investments, Finance
Education
St. Joseph's University
MBA, Finance
Ursinus College
Bachelor of Arts (BA), Economics and Business Admin
Monis Talib Monis Talib's Vanguard Experience May 2013 - Present
Job Senior SharePoint Developer/Consultant
Industry Computer Software
Experience
Vanguard May 2013 - Present
Paragon May 2012 - January 2013
Micro Strategies October 2011 - May 2012
Warner Music Group January 2011 - September 2011
InterDyn AKA February 2009 - December 2010
Huntington Learning Center October 2007 - December 2008
UCA Services, Inc. August 2005 - September 2007
Infinal Technologies March 2005 - August 2005
CreativeTechnology Partners May 2005 - July 2005
Rutgers University May 2003 - July 2005
Skills
MySQL, Web Services, Microsoft SQL Server, SharePoint, SDLC, .NET
Education
Rutgers, The State University of New Jersey-Newark 2001 — 2005
Bachelor's, Computer Science, Mathematics
Vanguard May 2013 - Present
Paragon May 2012 - January 2013
Micro Strategies October 2011 - May 2012
Warner Music Group January 2011 - September 2011
InterDyn AKA February 2009 - December 2010
Huntington Learning Center October 2007 - December 2008
UCA Services, Inc. August 2005 - September 2007
Infinal Technologies March 2005 - August 2005
CreativeTechnology Partners May 2005 - July 2005
Rutgers University May 2003 - July 2005
Skills
MySQL, Web Services, Microsoft SQL Server, SharePoint, SDLC, .NET
Education
Rutgers, The State University of New Jersey-Newark 2001 — 2005
Bachelor's, Computer Science, Mathematics
Ramy Hassan Ramy Hassan's Vanguard Experience June 2013 - Present
Job Business Analyst
Industry Financial Services
Experience
Vanguard June 2013 - Present
Skills
Business Analysis, Project Management, Project Delivery, Software Project..., Visio, Leadership, SDLC, Business Intelligence, Vendor Management, PMO, Agile Project Management, Process Improvement, Testing, Team Leadership, Management, Project Planning, Disaster Recovery, Program Management, Change Management, Risk Management, Management Consulting, Analysis, Agile Methodologies
Education
Rutgers, The State University of New Jersey-Newark 1996 — 2000
Vanguard June 2013 - Present
Skills
Business Analysis, Project Management, Project Delivery, Software Project..., Visio, Leadership, SDLC, Business Intelligence, Vendor Management, PMO, Agile Project Management, Process Improvement, Testing, Team Leadership, Management, Project Planning, Disaster Recovery, Program Management, Change Management, Risk Management, Management Consulting, Analysis, Agile Methodologies
Education
Rutgers, The State University of New Jersey-Newark 1996 — 2000
John Glinski's Vanguard Experience March 2015 - Present
Job Senior Digital Marketing Analyst at Vanguard
Industry Financial Services
Experience
Vanguard March 2015 - Present
eXcellent Analytics Consulting June 2012 - Present
Vanguard June 2012 - March 2015
Vanguard July 2010 - June 2012
Vanguard September 2009 - July 2010
Vanguard June 2008 - September 2009
Vanguard December 2006 - June 2008
Weber Advertising and Marketing January 2006 - July 2006
Skills
Analytics, Web Analytics, WebTrends Analytics, Adobe SiteCatalyst, Adobe Adhoc, Google Analytics, SharePoint, Strategy, CRM, Data Mining, Marketing, Analysis, Leadership, VBA, SQL, Hive, Hadoop, WebTrends, SAS Certified Base..., Tableau, Excel, Python, R, Tealeaf, Digital Marketing, Data Analysis, Business Intelligence, Project Management, Access, CSS, Dreamweaver, HTML, Web Scraping
Education
Saint Joseph's University 2010 — 2012
Masters, Business Intelligence, 3.4
Millersville University of Pennsylvania 2002 — 2006
B.S, Business/ Marketing
University of Pittsburgh
Class taken: Clinical Terminology for International and U.S. Students
University of Toronto
Class taken: Computer Programming
Vanguard March 2015 - Present
eXcellent Analytics Consulting June 2012 - Present
Vanguard June 2012 - March 2015
Vanguard July 2010 - June 2012
Vanguard September 2009 - July 2010
Vanguard June 2008 - September 2009
Vanguard December 2006 - June 2008
Weber Advertising and Marketing January 2006 - July 2006
Skills
Analytics, Web Analytics, WebTrends Analytics, Adobe SiteCatalyst, Adobe Adhoc, Google Analytics, SharePoint, Strategy, CRM, Data Mining, Marketing, Analysis, Leadership, VBA, SQL, Hive, Hadoop, WebTrends, SAS Certified Base..., Tableau, Excel, Python, R, Tealeaf, Digital Marketing, Data Analysis, Business Intelligence, Project Management, Access, CSS, Dreamweaver, HTML, Web Scraping
Education
Saint Joseph's University 2010 — 2012
Masters, Business Intelligence, 3.4
Millersville University of Pennsylvania 2002 — 2006
B.S, Business/ Marketing
University of Pittsburgh
Class taken: Clinical Terminology for International and U.S. Students
University of Toronto
Class taken: Computer Programming
Julio Rojas-Aguilar's Vanguard Experience August 2015 - Present
Job Flagship Retail Investor Representative
Industry Financial Services
Experience
Vanguard August 2015 - Present
Rutgers University August 2011 - Present
Revel Entertainment Group May 2014 - August 2014
Harrah's Joliet Casino & Hotel May 2013 - August 2013
Rutgers University September 2011 - May 2013
Revel Entertainment May 2012 - August 2012
Skills
Teaching, Research, Customer Service, Higher Education, Tutoring, Public Speaking, Student Affairs, Curriculum Design, Editing, Curriculum Development, Community Outreach, University Teaching, Student Development, PowerPoint, Nonprofits, Qualitative Research, Program Development, Adult Education, Microsoft Office, Academic Advising, Event Planning, Microsoft Word, Microsoft Excel, Teamwork, Social Networking
Education
Rutgers University-New Brunswick 2011 — 2015
Bachelor's Degree, Economics, 3.4
Vanguard August 2015 - Present
Rutgers University August 2011 - Present
Revel Entertainment Group May 2014 - August 2014
Harrah's Joliet Casino & Hotel May 2013 - August 2013
Rutgers University September 2011 - May 2013
Revel Entertainment May 2012 - August 2012
Skills
Teaching, Research, Customer Service, Higher Education, Tutoring, Public Speaking, Student Affairs, Curriculum Design, Editing, Curriculum Development, Community Outreach, University Teaching, Student Development, PowerPoint, Nonprofits, Qualitative Research, Program Development, Adult Education, Microsoft Office, Academic Advising, Event Planning, Microsoft Word, Microsoft Excel, Teamwork, Social Networking
Education
Rutgers University-New Brunswick 2011 — 2015
Bachelor's Degree, Economics, 3.4
Jonathan Kahler Jonathan Kahler's Vanguard Experience April 2007 - Present
Job Investment Analyst at Vanguard
Industry Financial Services
Experience
Vanguard April 2007 - Present
Vanguard March 2006 - April 2007
Vanguard August 2004 - March 2006
Education
Saint Joseph's University - Erivan K. Haub School of Business 2005 — 2008
MBA, Finance
Saint Joseph's University 2000 — 2004
Bachelor's Degree, Marketing, German
Vanguard April 2007 - Present
Vanguard March 2006 - April 2007
Vanguard August 2004 - March 2006
Education
Saint Joseph's University - Erivan K. Haub School of Business 2005 — 2008
MBA, Finance
Saint Joseph's University 2000 — 2004
Bachelor's Degree, Marketing, German
Myrna Cooper, MS Myrna Cooper, MS's Vanguard Experience August 2013 - Present
Job Wealth Transfer Transition Case Associate at Vanguard
Industry Accounting
Experience
Vanguard August 2013 - Present
Community Link February 2013 - November 2013
Nomad Aquatics & Fitness Center September 2012 - November 2013
Charlotte Works November 2012 - August 2013
Community Link January 2013 - April 2013
Talent Bridge April 2011 - June 2012
Skills
Business Process..., Sarbanes-Oxley Act, PeopleSoft, Business Process..., Business Process, Payroll, Financial Analysis, Account Reconciliation, Training, Recruiting, Financial Reporting, Reporting & Analysis, GL, Payments, Internet Banking, Oracle E-Business Suite, ERP, Financial Services, Analysis, Series 7, Series 63, Finance, Budgets
Education
Rutgers, The State University of New Jersey-New Brunswick
BA, Economics
St. Peter's College
MS, in Accountancy
Vanguard August 2013 - Present
Community Link February 2013 - November 2013
Nomad Aquatics & Fitness Center September 2012 - November 2013
Charlotte Works November 2012 - August 2013
Community Link January 2013 - April 2013
Talent Bridge April 2011 - June 2012
Skills
Business Process..., Sarbanes-Oxley Act, PeopleSoft, Business Process..., Business Process, Payroll, Financial Analysis, Account Reconciliation, Training, Recruiting, Financial Reporting, Reporting & Analysis, GL, Payments, Internet Banking, Oracle E-Business Suite, ERP, Financial Services, Analysis, Series 7, Series 63, Finance, Budgets
Education
Rutgers, The State University of New Jersey-New Brunswick
BA, Economics
St. Peter's College
MS, in Accountancy
Bill Doherty Bill Doherty's Vanguard Experience 2006 - 2007
Job Senior Director, Institutional Relationship Management and Product Marketing at ADP
Industry Financial Services
Experience
ADP September 2014 - Present
ADP September 2011 - August 2014
ADP 2009 - 2011
ADP 2007 - 2009
Vanguard 2006 - 2007
Vanguard 2004 - 2006
Vanguard 1994 - 2003
Skills
Securities License, FINRA, Series 6, Series 63, Series 26, Accredited Investment..., Pennsylvania Insurance..., SPARK - Accredited..., ASPPA - RFP 1 & 2, Product Marketing, Relationship Management, Financial Services, Strategy
Education
St. Joseph's University 1997 — 2000
Master of Business Administration, MBA
West Chester University of Pennsylvania 1989 — 1993
Bachelor of Science (B.S.), Marketing
Lansdale Catholic H.S. 1985 — 1989
High School
ADP September 2014 - Present
ADP September 2011 - August 2014
ADP 2009 - 2011
ADP 2007 - 2009
Vanguard 2006 - 2007
Vanguard 2004 - 2006
Vanguard 1994 - 2003
Skills
Securities License, FINRA, Series 6, Series 63, Series 26, Accredited Investment..., Pennsylvania Insurance..., SPARK - Accredited..., ASPPA - RFP 1 & 2, Product Marketing, Relationship Management, Financial Services, Strategy
Education
St. Joseph's University 1997 — 2000
Master of Business Administration, MBA
West Chester University of Pennsylvania 1989 — 1993
Bachelor of Science (B.S.), Marketing
Lansdale Catholic H.S. 1985 — 1989
High School
Doug Hungarter Doug Hungarter's Vanguard Experience April 2011 - September 2011
Job Sr. User Experience Designer at Amazon.com
Industry Internet
Experience
Amazon.com September 2011 - Present
Vanguard April 2011 - September 2011
blinded by design October 2001 - September 2011
GSI Commerce March 2010 - April 2011
Elsevier September 2009 - March 2010
GSI Commerce November 2006 - June 2009
GSW Worldwide March 2006 - November 2006
Vanguard April 2004 - March 2006
MC2 Digital 2001 - 2004
Accenture July 2000 - October 2001
Skills
CSS, JavaScript, HTML, jQuery, Section 508, XHTML, Usability Design, HTML5, Web Development, Accessibility, Web Standards, User Interface Design, User Interface, HTML 5, E-commerce, Interaction Design, Information Architecture, Usability, User Experience, User-centered Design, AJAX, PHP, SEO, Drupal, WordPress, Usability Engineering, Agile Methodologies, Web Analytics
Education
Saint Joseph's University 1996 — 2000
B.S., Finance
Amazon.com September 2011 - Present
Vanguard April 2011 - September 2011
blinded by design October 2001 - September 2011
GSI Commerce March 2010 - April 2011
Elsevier September 2009 - March 2010
GSI Commerce November 2006 - June 2009
GSW Worldwide March 2006 - November 2006
Vanguard April 2004 - March 2006
MC2 Digital 2001 - 2004
Accenture July 2000 - October 2001
Skills
CSS, JavaScript, HTML, jQuery, Section 508, XHTML, Usability Design, HTML5, Web Development, Accessibility, Web Standards, User Interface Design, User Interface, HTML 5, E-commerce, Interaction Design, Information Architecture, Usability, User Experience, User-centered Design, AJAX, PHP, SEO, Drupal, WordPress, Usability Engineering, Agile Methodologies, Web Analytics
Education
Saint Joseph's University 1996 — 2000
B.S., Finance
Peter T. Maher, CFA's Vanguard Experience 1997 - 1999
Job Institutional Investment Professional
Industry Financial Services
Experience
The Board of Pensions PC(USA) July 2008 - Present
Kaplan Test Prep January 2012 - Present
Philadelphia University January 2013 - June 2015
Rutgers University September 2009 - August 2013
Pitcairn Financial Group November 2005 - January 2008
The Bryn Mawr Trust Company October 1999 - November 2005
Vanguard 1997 - 1999
Skills
Due Diligence, Asset Allocation, Valuation, Equities, Capital Markets, Finance, Financial Modeling, Strategy, Portfolio Management, Management, Investments, Bloomberg, Fixed Income, Financial Analysis, Asset Management, Hedge Funds
Education
Saint Joseph's University - Erivan K. Haub School of Business 2000 — 2002
M.B.A., Finance
Saint Joseph's University 1992 — 1996
B.S., Finance
The Board of Pensions PC(USA) July 2008 - Present
Kaplan Test Prep January 2012 - Present
Philadelphia University January 2013 - June 2015
Rutgers University September 2009 - August 2013
Pitcairn Financial Group November 2005 - January 2008
The Bryn Mawr Trust Company October 1999 - November 2005
Vanguard 1997 - 1999
Skills
Due Diligence, Asset Allocation, Valuation, Equities, Capital Markets, Finance, Financial Modeling, Strategy, Portfolio Management, Management, Investments, Bloomberg, Fixed Income, Financial Analysis, Asset Management, Hedge Funds
Education
Saint Joseph's University - Erivan K. Haub School of Business 2000 — 2002
M.B.A., Finance
Saint Joseph's University 1992 — 1996
B.S., Finance
Helen Yao, CSSGB Helen Yao, CSSGB's Vanguard Experience July 2013 - Present
Job Project Lead at Vanguard
Industry Financial Services
Experience
Vanguard July 2013 - Present
Vanguard September 2011 - July 2013
Vanguard July 2010 - August 2011
Vanguard October 2007 - June 2010
Skills
Microsoft Office, PowerPoint, Microsoft Word, Event Planning, Data Analysis, SAS, VBA, Business Analysis, Access, OBIEE, SharePoint, Microsoft Excel, Siebel, Cognos, Project Management, Analysis, Financial Services, Leadership, Relationship Management, Investments, Process Improvement, Mutual Funds, Bloomberg
Education
University of Pennsylvania 2008 — 2011
MLA, Social Anthropology and East Asian Studies
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2006
Bachelor of Science (BS), Finance and Chinese
Vanguard July 2013 - Present
Vanguard September 2011 - July 2013
Vanguard July 2010 - August 2011
Vanguard October 2007 - June 2010
Skills
Microsoft Office, PowerPoint, Microsoft Word, Event Planning, Data Analysis, SAS, VBA, Business Analysis, Access, OBIEE, SharePoint, Microsoft Excel, Siebel, Cognos, Project Management, Analysis, Financial Services, Leadership, Relationship Management, Investments, Process Improvement, Mutual Funds, Bloomberg
Education
University of Pennsylvania 2008 — 2011
MLA, Social Anthropology and East Asian Studies
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2006
Bachelor of Science (BS), Finance and Chinese
Derek Reinhold CFP® CSSBB Derek Reinhold CFP® CSSBB's Vanguard Experience June 2013 - Present
Job Master Black Belt at Vanguard
Industry Financial Services
Experience
Vanguard June 2013 - Present
Vanguard September 2010 - June 2013
Vanguard August 2008 - September 2010
Vanguard November 2006 - July 2008
Vanguard September 2005 - October 2006
Vanguard April 2004 - September 2005
Vanguard September 2002 - April 2004
Vanguard August 2001 - August 2002
Salomon Smith Barney November 1999 - June 2001
Skills
Project Management, Strategy, Risk Management, Management Consulting, Process Improvement, Six Sigma, Business Analysis, Change Management, Cross-functional Team..., Business Process..., Leadership, Analysis, Business Strategy, Data Analysis, Business Process, Project Portfolio..., Training, Analytics, Project Planning, Financial Services, PMO, Business Development, Program Management, Investments, Vendor Management, Management, Forecasting, Business Intelligence, Financial Analysis, Strategic Planning, Business Transformation, Banking, Relationship Management, Operations Management, Portfolio Management, Process Engineering, Business Process Mapping, Operational Excellence, PMP
Education
Villanova University 2014 — 2014
Master Black Belt, Lean Six Sigma
Villanova University 2013 — 2013
Lean Six Sigma Black Belt, Lean Six Sigma
Stanford University 2012 — 2013
Stanford Advanced Project Management, Project Management, PMO
Saint Joseph's University - Erivan K. Haub School of Business 2001 — 2003
Master's, Financial Services
Saint Joseph's University 1997 — 2001
Bachelor's, Finance, Management Information Systems
Father Judge HS 1993 — 1997
Vanguard June 2013 - Present
Vanguard September 2010 - June 2013
Vanguard August 2008 - September 2010
Vanguard November 2006 - July 2008
Vanguard September 2005 - October 2006
Vanguard April 2004 - September 2005
Vanguard September 2002 - April 2004
Vanguard August 2001 - August 2002
Salomon Smith Barney November 1999 - June 2001
Skills
Project Management, Strategy, Risk Management, Management Consulting, Process Improvement, Six Sigma, Business Analysis, Change Management, Cross-functional Team..., Business Process..., Leadership, Analysis, Business Strategy, Data Analysis, Business Process, Project Portfolio..., Training, Analytics, Project Planning, Financial Services, PMO, Business Development, Program Management, Investments, Vendor Management, Management, Forecasting, Business Intelligence, Financial Analysis, Strategic Planning, Business Transformation, Banking, Relationship Management, Operations Management, Portfolio Management, Process Engineering, Business Process Mapping, Operational Excellence, PMP
Education
Villanova University 2014 — 2014
Master Black Belt, Lean Six Sigma
Villanova University 2013 — 2013
Lean Six Sigma Black Belt, Lean Six Sigma
Stanford University 2012 — 2013
Stanford Advanced Project Management, Project Management, PMO
Saint Joseph's University - Erivan K. Haub School of Business 2001 — 2003
Master's, Financial Services
Saint Joseph's University 1997 — 2001
Bachelor's, Finance, Management Information Systems
Father Judge HS 1993 — 1997
Barry Wzorek Barry Wzorek's Vanguard Experience September 2015 - Present
Job Project Manager and Program Lead at Vanguard
Industry Financial Services
Experience
Vanguard September 2015 - Present
Vanguard December 2013 - September 2015
Vanguard June 2012 - December 2013
Vanguard January 2012 - June 2012
Vanguard December 2010 - February 2012
Vanguard November 2000 - January 2011
Skills
ETFs, Microsoft Excel, Separately Managed..., Financial Services, Relationship Management, Mutual Funds, Management, Fund Accounting, Project Management, Risk Management, Portfolio Management
Education
Saint Joseph's University 1999 — 2001
MBA, Specialization in Finance
Saint Joseph's University 1995 — 1999
B.S., Marketing
Vanguard September 2015 - Present
Vanguard December 2013 - September 2015
Vanguard June 2012 - December 2013
Vanguard January 2012 - June 2012
Vanguard December 2010 - February 2012
Vanguard November 2000 - January 2011
Skills
ETFs, Microsoft Excel, Separately Managed..., Financial Services, Relationship Management, Mutual Funds, Management, Fund Accounting, Project Management, Risk Management, Portfolio Management
Education
Saint Joseph's University 1999 — 2001
MBA, Specialization in Finance
Saint Joseph's University 1995 — 1999
B.S., Marketing
Sindhu Lanka Sindhu Lanka's Vanguard Experience July 2010 - Present
Job Project Manager at Vanguard
Industry Computer Software
Experience
Vanguard July 2010 - Present
IEEE Student Branch Rutgers May 2009 - May 2010
Rutgers University School of Engineering September 2008 - May 2010
Vanguard June 2009 - August 2009
The Tau Beta Pi Association, Inc. 2008 - 2009
Con Edison May 2008 - August 2008
Skills
Matlab, C++, Programming, Java, MySQL, PHP, JSP, JSF, Delegation, Labview, C, Simulations, Engineering, HTML, Microsoft Office, Data Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2010
Bachelor of Science (B.S.), Electrical and Computer Engineering
South Brunswick High School 2002 — 2006
Vanguard July 2010 - Present
IEEE Student Branch Rutgers May 2009 - May 2010
Rutgers University School of Engineering September 2008 - May 2010
Vanguard June 2009 - August 2009
The Tau Beta Pi Association, Inc. 2008 - 2009
Con Edison May 2008 - August 2008
Skills
Matlab, C++, Programming, Java, MySQL, PHP, JSP, JSF, Delegation, Labview, C, Simulations, Engineering, HTML, Microsoft Office, Data Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2010
Bachelor of Science (B.S.), Electrical and Computer Engineering
South Brunswick High School 2002 — 2006
Denise Aronson's Vanguard Experience November 2013 - Present
Job Project Manager at Vanguard
Industry Financial Services
Experience
Vanguard November 2013 - Present
Vanguard July 2011 - Present
Skills
Business Process..., Six Sigma, Business Analysis, Call Center, Data Analysis, Visio, Process Improvement, SharePoint, Business Intelligence, Excel, PowerPoint, Word, Microsoft Office, Statistics, Customer Service, MS Project, Dreamweaver, Team Building, Quality Assurance, Analysis
Education
Saint Joseph's University 2006 — 2008
MBA, Decision Sciences
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2008
Graduate, Decision Sciences
Shippensburg University of Pennsylvania 1996 — 2000
Bachelors, Decision Science
Vanguard November 2013 - Present
Vanguard July 2011 - Present
Skills
Business Process..., Six Sigma, Business Analysis, Call Center, Data Analysis, Visio, Process Improvement, SharePoint, Business Intelligence, Excel, PowerPoint, Word, Microsoft Office, Statistics, Customer Service, MS Project, Dreamweaver, Team Building, Quality Assurance, Analysis
Education
Saint Joseph's University 2006 — 2008
MBA, Decision Sciences
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2008
Graduate, Decision Sciences
Shippensburg University of Pennsylvania 1996 — 2000
Bachelors, Decision Science
Matthew Wollick Matthew Wollick's Vanguard Experience March 2000 - July 2011
Job Wealth Manager at USAA
Industry Financial Services
Experience
USAA August 2011 - Present
Vanguard March 2000 - July 2011
American Express Financial Advisors March 1996 - March 2000
Skills
Wealth Management, Retirement Planning, Certified Financial..., Series 7, Mutual Funds, Investment Advisory, Finance, Asset Allocation, Estate Planning, Financial Advisory, Insurance, Strategic Financial..., Asset Management, Fixed Annuities, Financial Planning, FINRA Series 7, PA Life and Health...
Education
Rutgers, The State University of New Jersey-New Brunswick 1989 — 1993
BS
USAA August 2011 - Present
Vanguard March 2000 - July 2011
American Express Financial Advisors March 1996 - March 2000
Skills
Wealth Management, Retirement Planning, Certified Financial..., Series 7, Mutual Funds, Investment Advisory, Finance, Asset Allocation, Estate Planning, Financial Advisory, Insurance, Strategic Financial..., Asset Management, Fixed Annuities, Financial Planning, FINRA Series 7, PA Life and Health...
Education
Rutgers, The State University of New Jersey-New Brunswick 1989 — 1993
BS
Ruby Roscioli's Vanguard Experience October 2014 - Present
Job
Industry Financial Services
Experience
Vanguard October 2014 - Present
Vanguard November 2011 - Present
The Vanguard Group January 2008 - October 2011
Vanguard October 2003 - December 2007
Vanguard September 1999 - September 2003
Skills
Series 63, Financial Services, Team Management, CRM, Series 7, Relationship Management, Marketing, Interactive Advertising, Mobile Advertising, Search Advertising
Education
Saint Joseph's University - Erivan K. Haub School of Business 2005 — 2007
Masters, MBA
Saint Joseph's University 2004 — 2007
Masters, Business Administration and Management, General
Rutgers University-New Brunswick 1994 — 1998
Bachelors, Economics
Vanguard October 2014 - Present
Vanguard November 2011 - Present
The Vanguard Group January 2008 - October 2011
Vanguard October 2003 - December 2007
Vanguard September 1999 - September 2003
Skills
Series 63, Financial Services, Team Management, CRM, Series 7, Relationship Management, Marketing, Interactive Advertising, Mobile Advertising, Search Advertising
Education
Saint Joseph's University - Erivan K. Haub School of Business 2005 — 2007
Masters, MBA
Saint Joseph's University 2004 — 2007
Masters, Business Administration and Management, General
Rutgers University-New Brunswick 1994 — 1998
Bachelors, Economics
Mark Sannuti's Vanguard Experience June 2013 - June 2014
Job Etl Developer at The School District of Philadelphia
Industry Information Technology and Services
Experience
The School District of Philadelphia June 2014 - Present
Vanguard June 2013 - June 2014
Connexin Software Inc February 2013 - June 2013
Medecision November 2006 - February 2013
Johnson & Johnson January 2003 - 2006
Skills
SQL, Oracle, PL/SQL, Databases, Database Administration, ETL, AIX, Agile Methodologies, Analysis, Data Analysis, Integration, SOA, MySQL, Scrum, Software Development, Testing, XML, Data Migration
Education
Rutgers University-New Brunswick 1996 — 2000
Computer Science, BA, Computer Science, Quantum Physics, Theory of Java/Database Administration
The School District of Philadelphia June 2014 - Present
Vanguard June 2013 - June 2014
Connexin Software Inc February 2013 - June 2013
Medecision November 2006 - February 2013
Johnson & Johnson January 2003 - 2006
Skills
SQL, Oracle, PL/SQL, Databases, Database Administration, ETL, AIX, Agile Methodologies, Analysis, Data Analysis, Integration, SOA, MySQL, Scrum, Software Development, Testing, XML, Data Migration
Education
Rutgers University-New Brunswick 1996 — 2000
Computer Science, BA, Computer Science, Quantum Physics, Theory of Java/Database Administration
Christopher Baily's Vanguard Experience May 2013 - Present
Job Technology Engineer at Vanguard
Industry Computer & Network Security
Experience
Vanguard May 2013 - Present
Universal Space Network June 2008 - April 2013
Strohl Systems August 2001 - June 2008
SCT Corporation July 1997 - June 2001
McGettigan Partners October 1996 - June 1997
The Binswanger Companies April 1994 - October 1996
CHMC April 1992 - April 1994
Skills
SharePoint, Program Management, Data Center, Project Management, Team Leadership, Network Monitoring Tools, Systems Engineering, Microsoft SQL Server, Customer Service, Network Engineering, Security, Databases, Business Continuity, Disaster Recovery, Business Analysis, Microsoft Office, Network Security, Vendor Management, HTML, DoD, Troubleshooting, Integration, SQL, Configuration Management, Software Documentation, Testing, Cisco Technologies, Requirements Analysis, Networking, Visio
Education
Saint Joseph's University - Erivan K. Haub School of Business 2008 — 2011
MS, Business Intelligence
Saint Joseph's University
BS, Liberal & Professional Studies
Vanguard May 2013 - Present
Universal Space Network June 2008 - April 2013
Strohl Systems August 2001 - June 2008
SCT Corporation July 1997 - June 2001
McGettigan Partners October 1996 - June 1997
The Binswanger Companies April 1994 - October 1996
CHMC April 1992 - April 1994
Skills
SharePoint, Program Management, Data Center, Project Management, Team Leadership, Network Monitoring Tools, Systems Engineering, Microsoft SQL Server, Customer Service, Network Engineering, Security, Databases, Business Continuity, Disaster Recovery, Business Analysis, Microsoft Office, Network Security, Vendor Management, HTML, DoD, Troubleshooting, Integration, SQL, Configuration Management, Software Documentation, Testing, Cisco Technologies, Requirements Analysis, Networking, Visio
Education
Saint Joseph's University - Erivan K. Haub School of Business 2008 — 2011
MS, Business Intelligence
Saint Joseph's University
BS, Liberal & Professional Studies
Brian Schulman's Vanguard Experience January 2008 - Present
Job at Vanguard
Industry Financial Services
Experience
Vanguard January 2008 - Present
Vanguard January 2002 - December 2007
Vanguard June 2000 - January 2002
Education
Rutgers University-New Brunswick 1972 — 1976
B.A., History
Vanguard January 2008 - Present
Vanguard January 2002 - December 2007
Vanguard June 2000 - January 2002
Education
Rutgers University-New Brunswick 1972 — 1976
B.A., History
Paul Meldrum's Vanguard Experience June 2011 - Present
Job Security Architect at Vanguard
Industry Information Technology and Services
Experience
Vanguard June 2011 - Present
The Vanguard Group January 2008 - June 2011
Vanguard May 2003 - January 2008
Vanguard August 2000 - May 2003
Skills
Windows, SQL, System Administration, SCCM, Information Security..., CISSP, Security, Active Directory, Information Security, Risk Assessment, DNS, IT Strategy, Windows Server
Education
Villanova University 2001 — 2003
Master of Business Administration (MBA), Management
Rutgers, The State University of New Jersey-New Brunswick 1996 — 2000
Bachelor of Science (BS), Management Science and Information Systems
Vanguard June 2011 - Present
The Vanguard Group January 2008 - June 2011
Vanguard May 2003 - January 2008
Vanguard August 2000 - May 2003
Skills
Windows, SQL, System Administration, SCCM, Information Security..., CISSP, Security, Active Directory, Information Security, Risk Assessment, DNS, IT Strategy, Windows Server
Education
Villanova University 2001 — 2003
Master of Business Administration (MBA), Management
Rutgers, The State University of New Jersey-New Brunswick 1996 — 2000
Bachelor of Science (BS), Management Science and Information Systems
Janell Besa's Vanguard Experience September 2000 - Present
Job Project Administrator at Vanguard
Industry Financial Services
Experience
Vanguard September 2000 - Present
Vanguard June 2005 - May 2009
Education
Saint Joseph's University 2007 — 2010
Vanguard September 2000 - Present
Vanguard June 2005 - May 2009
Education
Saint Joseph's University 2007 — 2010
Max Lozanguiez, MBA's Vanguard Experience June 2004 - August 2004
Job Finance Manager
Industry Pharmaceuticals
Experience
. February 2014 - Present
Johnson & Johnson May 2011 - January 2014
Covanta Energy January 2006 - May 2011
Vanguard June 2004 - August 2004
Cebal Americas January 2002 - September 2003
Corning Incorporated May 1999 - September 2001
Skills
SAP, PeopleSoft, Khalix, Microsoft Excel, Microsoft Word, PowerPoint
Education
Rutgers, The State University of New Jersey-Newark 2003 — 2005
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1999
BS, Mechanical and Aerospace Engineering
. February 2014 - Present
Johnson & Johnson May 2011 - January 2014
Covanta Energy January 2006 - May 2011
Vanguard June 2004 - August 2004
Cebal Americas January 2002 - September 2003
Corning Incorporated May 1999 - September 2001
Skills
SAP, PeopleSoft, Khalix, Microsoft Excel, Microsoft Word, PowerPoint
Education
Rutgers, The State University of New Jersey-Newark 2003 — 2005
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1999
BS, Mechanical and Aerospace Engineering
Win Stauffer's Vanguard Experience April 2001 - April 2012
Job Vice President, Director at PNC PCA Capital Advisors
Industry Financial Services
Experience
PNC Advisors March 2013 - Present
Vanguard April 2001 - April 2012
United States Marine Corps June 1991 - December 2000
SEI Investments September 1996 - July 2000
Skills
Change Management, Contract Negotiation, Series 63, Series 7, Market Analysis, New Business Development, Cross Selling, Contract Negotiations, Series 66, Business Development, Product Development, Marketing Strategy, Marketing Management, Leadership Development, Team Building, Team Management, Cross-functional Team...
Education
Rutgers, The State University of New Jersey-New Brunswick 1988 — 1990
B.A ., English
Southern Methodist University 1985 — 1988
Northfield Mt. Hermon 1984 — 1985
Chestnut Hill Academy 1979 — 1984
PNC Advisors March 2013 - Present
Vanguard April 2001 - April 2012
United States Marine Corps June 1991 - December 2000
SEI Investments September 1996 - July 2000
Skills
Change Management, Contract Negotiation, Series 63, Series 7, Market Analysis, New Business Development, Cross Selling, Contract Negotiations, Series 66, Business Development, Product Development, Marketing Strategy, Marketing Management, Leadership Development, Team Building, Team Management, Cross-functional Team...
Education
Rutgers, The State University of New Jersey-New Brunswick 1988 — 1990
B.A ., English
Southern Methodist University 1985 — 1988
Northfield Mt. Hermon 1984 — 1985
Chestnut Hill Academy 1979 — 1984
Teri Davidson's Vanguard Experience
Job Project Manager at Vanguard
Industry Financial Services
Experience
Vanguard
Skills
Leadership, Business Analysis, Process Improvement, Management, Insurance, Risk Management, Mutual Funds, Investments, Financial Services, Relationship Management, Project Management, Marketing Communications, Marketing Strategy, Vendor Management, Strategic Planning, Business Process...
Education
Penn State - Great Valley
MBA
Rutgers University-New Brunswick
Bachelor of Arts (BA)
Vanguard
Skills
Leadership, Business Analysis, Process Improvement, Management, Insurance, Risk Management, Mutual Funds, Investments, Financial Services, Relationship Management, Project Management, Marketing Communications, Marketing Strategy, Vendor Management, Strategic Planning, Business Process...
Education
Penn State - Great Valley
MBA
Rutgers University-New Brunswick
Bachelor of Arts (BA)
Sue Ianieri's Vanguard Experience March 2013 - Present
Job Project Manager at Vanguard
Industry Financial Services
Experience
Vanguard March 2013 - Present
Skills
Online Advertising, Digital Strategy, Digital Media, Marketing Strategy, Integrated Marketing, SEM, Social Media Marketing, Social Media, Project Management, Mobile Marketing, Relationship Management, Financial Services, Analytics, Marketing Research, Digital Marketing, Email Marketing, Strategy
Education
Saint Joseph's University 1992 — 1995
MBA, Finance
Ursinus College 1986 — 1990
Economics, BA
Vanguard March 2013 - Present
Skills
Online Advertising, Digital Strategy, Digital Media, Marketing Strategy, Integrated Marketing, SEM, Social Media Marketing, Social Media, Project Management, Mobile Marketing, Relationship Management, Financial Services, Analytics, Marketing Research, Digital Marketing, Email Marketing, Strategy
Education
Saint Joseph's University 1992 — 1995
MBA, Finance
Ursinus College 1986 — 1990
Economics, BA
Joe Gallagher, CFP®'s Vanguard Experience February 2014 - Present
Job Senior Financial Advisor at Vanguard
Industry Financial Services
Experience
Vanguard February 2014 - Present
Skills
Series 6, Series 7, Series 63, Certified Financial..., Relationship Management, Wealth Management..., Retirement, Mutual Funds, Investments
Education
Rutgers, The State University of New Jersey-New Brunswick 1999 — 2002
Bachelor of Arts
Vanguard February 2014 - Present
Skills
Series 6, Series 7, Series 63, Certified Financial..., Relationship Management, Wealth Management..., Retirement, Mutual Funds, Investments
Education
Rutgers, The State University of New Jersey-New Brunswick 1999 — 2002
Bachelor of Arts
Beverly Gandolfo's Vanguard Experience January 1997 - November 1997
Job Director of Finance at Gwynedd Mercy Academy High School
Industry Primary/Secondary Education
Experience
Gwynedd Mercy Academy High School November 2012 - Present
Gwynedd Mercy Academy High School September 2008 - June 2013
Dain Rauscher Inc. January 1998 - March 2001
Vanguard January 1997 - November 1997
Skills
Strategic Planning, Financial Analysis, Budgets, Accounting, Educational Leadership, Mathematics Education, Teaching, Curriculum Design
Education
Villanova University 1993 — 1996
Master of Business Administration (MBA)
Rutgers, The State University of New Jersey-New Brunswick 1986 — 1990
Bachelor's Degree, Economics
Gwynedd Mercy Academy High School November 2012 - Present
Gwynedd Mercy Academy High School September 2008 - June 2013
Dain Rauscher Inc. January 1998 - March 2001
Vanguard January 1997 - November 1997
Skills
Strategic Planning, Financial Analysis, Budgets, Accounting, Educational Leadership, Mathematics Education, Teaching, Curriculum Design
Education
Villanova University 1993 — 1996
Master of Business Administration (MBA)
Rutgers, The State University of New Jersey-New Brunswick 1986 — 1990
Bachelor's Degree, Economics
Michael Chance's Vanguard Experience July 2005 - Present
Job Senior Investment Consultant at Vanguard
Industry Financial Services
Experience
Vanguard July 2005 - Present
Skills
Mutual Funds, Financial Services, Investments, Financial Analysis
Education
Saint Joseph's University 2011 — 2014
Master of Science in Financial Services
Saint Joseph's University 2006 — 2009
MBA
Shippensburg University of Pennsylvania 2001 — 2005
BSBA, Finance / Economics
Vanguard July 2005 - Present
Skills
Mutual Funds, Financial Services, Investments, Financial Analysis
Education
Saint Joseph's University 2011 — 2014
Master of Science in Financial Services
Saint Joseph's University 2006 — 2009
MBA
Shippensburg University of Pennsylvania 2001 — 2005
BSBA, Finance / Economics
Meghan Chmura's Vanguard Experience 2000 - 2006
Job Sales/Marketing Associate at Glenmede Investment Management LP
Industry Financial Services
Experience
Glenmede Investment Management LP February 2015 - Present
Turner Investments, L.P. February 2006 - February 2015
Vanguard 2000 - 2006
Skills
Alternative Investments, Mutual Funds, Marketing, Asset Allocation, Investment Strategies, Series 63, Asset Management, Financial Services, Hedge Funds, Investments, Investment Management, Separately Managed..., Institutional...
Education
Saint Joseph's University 1995 — 1999
Bachelor's degree, English
Glenmede Investment Management LP February 2015 - Present
Turner Investments, L.P. February 2006 - February 2015
Vanguard 2000 - 2006
Skills
Alternative Investments, Mutual Funds, Marketing, Asset Allocation, Investment Strategies, Series 63, Asset Management, Financial Services, Hedge Funds, Investments, Investment Management, Separately Managed..., Institutional...
Education
Saint Joseph's University 1995 — 1999
Bachelor's degree, English
Robert Rosado's Vanguard Experience August 2005 - December 2007
Job Brokerage Operations Risk Analyst at First Command Financial Services
Industry Financial Services
Experience
First Command Financial Services June 2013 - August 2015
Managed Investments (Pershing, a BNY Mellon company) January 2012 - May 2013
Managed Investments (Pershing, a BNY Mellon Company) May 2009 - January 2012
SEI Investments December 2007 - March 2009
Vanguard August 2005 - December 2007
Skills
Mutual Funds, Equities, Bloomberg, Fixed Income, Securities, Financial Services, Portfolio Management, Investments, Financial Analysis, Hedge Funds, Alternative Investments, Asset Managment, Strategic Financial..., Financial Modeling, Risk Management, Series 7, Finance
Education
Saint Joseph's University 2009 — 2011
Graduate studies
West Chester University of Pennsylvania 2001 — 2005
Bachelor of Science, Marketing
Henderson 2000 — 2001
First Command Financial Services June 2013 - August 2015
Managed Investments (Pershing, a BNY Mellon company) January 2012 - May 2013
Managed Investments (Pershing, a BNY Mellon Company) May 2009 - January 2012
SEI Investments December 2007 - March 2009
Vanguard August 2005 - December 2007
Skills
Mutual Funds, Equities, Bloomberg, Fixed Income, Securities, Financial Services, Portfolio Management, Investments, Financial Analysis, Hedge Funds, Alternative Investments, Asset Managment, Strategic Financial..., Financial Modeling, Risk Management, Series 7, Finance
Education
Saint Joseph's University 2009 — 2011
Graduate studies
West Chester University of Pennsylvania 2001 — 2005
Bachelor of Science, Marketing
Henderson 2000 — 2001
Gordon Hammond's Vanguard Experience 2000 - Present
Job Relationship Executive at The Vanguard Group
Industry Financial Services
Experience
Vanguard 2000 - Present
Education
Saint Bonaventure University 1981 — 1985
Accounting
Vanguard 2000 - Present
Education
Saint Bonaventure University 1981 — 1985
Accounting
Frank Manna's Vanguard Experience 1998 - 2007
Job Strategic Account Manager at Interactive Advisory Software
Industry Financial Services
Experience
Interactive Advisory Software October 2013 - Present
Pershing, a BNY Mellon company July 2010 - June 2013
PNC Managed Investments (formerly ADVISORport) 2007 - July 2010
Vanguard 1998 - 2007
Skills
Customer Service, Business Strategy, Strategic Planning, Managing Accounts, Account Management, Operations Management, Separately Managed..., Project Management, Process Improvement, Financial Services, Risk Management, Vendor Management, Wealth Management, Product Management, Mutual Funds, Building Relationships, Trusted Business Partner, Client Retention..., Relationship Management, SaaS, Program Management, Portfolio Management, Management, Relationship Building
Education
Penn State University
MBA, New Ventures and Entrepreneurial Studies
St. Joseph's University
BS, Business Management
Bishop Eustace Preparatory School
Interactive Advisory Software October 2013 - Present
Pershing, a BNY Mellon company July 2010 - June 2013
PNC Managed Investments (formerly ADVISORport) 2007 - July 2010
Vanguard 1998 - 2007
Skills
Customer Service, Business Strategy, Strategic Planning, Managing Accounts, Account Management, Operations Management, Separately Managed..., Project Management, Process Improvement, Financial Services, Risk Management, Vendor Management, Wealth Management, Product Management, Mutual Funds, Building Relationships, Trusted Business Partner, Client Retention..., Relationship Management, SaaS, Program Management, Portfolio Management, Management, Relationship Building
Education
Penn State University
MBA, New Ventures and Entrepreneurial Studies
St. Joseph's University
BS, Business Management
Bishop Eustace Preparatory School
Rich Bornstein's Vanguard Experience June 2008 - Present
Job Systems Manager at Vanguard
Industry Information Technology and Services
Experience
Vanguard June 2008 - Present
Vanguard June 2002 - June 2008
Skills
Agile Methodologies, Mobile Applications, User Interface Design, Project Management, Web Applications, SDLC, Requirements Analysis, Software Project..., Process Improvement, SQL, IT Strategy, Business Analysis, Vendor Management, Integration, JavaScript
Education
Saint Joseph's University 2011 — 2014
Master of Business Administration (M.B.A.), Finance
Rutgers, The State University of New Jersey-New Brunswick 1985 — 1989
Bachelor's degree, Economics
Vanguard June 2008 - Present
Vanguard June 2002 - June 2008
Skills
Agile Methodologies, Mobile Applications, User Interface Design, Project Management, Web Applications, SDLC, Requirements Analysis, Software Project..., Process Improvement, SQL, IT Strategy, Business Analysis, Vendor Management, Integration, JavaScript
Education
Saint Joseph's University 2011 — 2014
Master of Business Administration (M.B.A.), Finance
Rutgers, The State University of New Jersey-New Brunswick 1985 — 1989
Bachelor's degree, Economics
Paul Helm's Vanguard Experience September 2012 - Present
Job Fund Financial Analyst at Vanguard
Industry Financial Services
Experience
Vanguard September 2012 - Present
Goldman Sachs January 2010 - August 2012
Bloomberg LP October 2009 - January 2010
Pzena Investment Management 2006 - 2008
Prudential Financial 2003 - 2006
Liberty Science Center 2003 - 2003
Skills
Bloomberg
Education
Villanova University 2013 — 2016
Master of Business Administration (MBA), Finance
Rutgers University-New Brunswick 1999 — 2003
BS, Finance
Vanguard September 2012 - Present
Goldman Sachs January 2010 - August 2012
Bloomberg LP October 2009 - January 2010
Pzena Investment Management 2006 - 2008
Prudential Financial 2003 - 2006
Liberty Science Center 2003 - 2003
Skills
Bloomberg
Education
Villanova University 2013 — 2016
Master of Business Administration (MBA), Finance
Rutgers University-New Brunswick 1999 — 2003
BS, Finance
Jeff Schnug's Vanguard Experience July 2010 - October 2013
Job Accounting Manager Real Estate, Reporting, and Analysis at Amtrak
Industry Financial Services
Experience
Amtrak July 2014 - Present
Amtrak November 2013 - June 2014
Vanguard July 2010 - October 2013
Winterthur Museum April 2005 - June 2010
Skills
Finance, Financial Analysis, Strategic Financial..., Financial Modeling, Financial Reporting, Corporate Finance, Hyperion Enterprise, Variance Analysis, Essbase, Forecasting, Budgets, Microsoft Excel, Strategic Planning, Accounting, Bloomberg Terminal, Business Analysis, Project Management, Internal Controls, Nonprofits, Microsoft Office, PowerPoint
Education
University of Delaware - Lerner College of Business and Economics
MBA, Finance
Rutgers University-New Brunswick
Bachelor's Degree, Economics and Political Science
Amtrak July 2014 - Present
Amtrak November 2013 - June 2014
Vanguard July 2010 - October 2013
Winterthur Museum April 2005 - June 2010
Skills
Finance, Financial Analysis, Strategic Financial..., Financial Modeling, Financial Reporting, Corporate Finance, Hyperion Enterprise, Variance Analysis, Essbase, Forecasting, Budgets, Microsoft Excel, Strategic Planning, Accounting, Bloomberg Terminal, Business Analysis, Project Management, Internal Controls, Nonprofits, Microsoft Office, PowerPoint
Education
University of Delaware - Lerner College of Business and Economics
MBA, Finance
Rutgers University-New Brunswick
Bachelor's Degree, Economics and Political Science
Yangzi Zhuang's Vanguard Experience August 2010 - June 2012
Job Senior Consultant Performance Improvement Finance at Ernst and Young
Industry Financial Services
Experience
Ernst and Young July 2011 - Present
Vanguard August 2010 - June 2012
Quest Diagnostics June 2009 - August 2009
Merrill Lynch August 2008 - May 2009
Oriental Garden Restaurant September 2002 - August 2008
Skills
Microsoft Excel, Payroll, Access, Microsoft Word, Finance, Management
Education
Rutgers University, Rutgers Business School 2010 — 2012
Bachelor of Science, Finance
Rutgers University-New Brunswick 2007 — 2009
Bachelor of Science, Finance and Economics
Ernst and Young July 2011 - Present
Vanguard August 2010 - June 2012
Quest Diagnostics June 2009 - August 2009
Merrill Lynch August 2008 - May 2009
Oriental Garden Restaurant September 2002 - August 2008
Skills
Microsoft Excel, Payroll, Access, Microsoft Word, Finance, Management
Education
Rutgers University, Rutgers Business School 2010 — 2012
Bachelor of Science, Finance
Rutgers University-New Brunswick 2007 — 2009
Bachelor of Science, Finance and Economics
Donna Ciminera's Vanguard Experience September 1997 - September 2003
Job Financial Services Sales & Distribution | Client Service & Call Center Management | Operations Management
Industry Financial Services
Experience
Capital One Investments February 2015 - Present
BlackRock April 2013 - February 2015
Capital One Investing LLC 2015 - 2015
Capital One Investing LLC 2015 - 2015
BlackRock January 2007 - April 2013
BlackRock May 2005 - January 2007
BlackRock September 2003 - May 2005
Vanguard September 1997 - September 2003
Vanguard 1999 - 2003
Corestates Bank May 1985 - September 1997
Skills
Financial Services, Mutual Funds, Process Improvement, Investment Management, Relationship Management, Customer Service, Risk Management, Team Leadership, Employee Training, Leadership, Operations Management, Financial Analysis, Investments, New Business Development, Cash Management, Securities, Fixed Income, Management, CRM, Series 7, Vendor Management, Series 24, Series 63, Training & Development, Compliance, Team Building, ETFs, Call Center Development, Asset Management
Education
Saint Joseph's University 1985 — 1989
BA, English
Pennsylvania State University 2000 — 2002
Master of Business Administration (MBA), Business Administration
Capital One Investments February 2015 - Present
BlackRock April 2013 - February 2015
Capital One Investing LLC 2015 - 2015
Capital One Investing LLC 2015 - 2015
BlackRock January 2007 - April 2013
BlackRock May 2005 - January 2007
BlackRock September 2003 - May 2005
Vanguard September 1997 - September 2003
Vanguard 1999 - 2003
Corestates Bank May 1985 - September 1997
Skills
Financial Services, Mutual Funds, Process Improvement, Investment Management, Relationship Management, Customer Service, Risk Management, Team Leadership, Employee Training, Leadership, Operations Management, Financial Analysis, Investments, New Business Development, Cash Management, Securities, Fixed Income, Management, CRM, Series 7, Vendor Management, Series 24, Series 63, Training & Development, Compliance, Team Building, ETFs, Call Center Development, Asset Management
Education
Saint Joseph's University 1985 — 1989
BA, English
Pennsylvania State University 2000 — 2002
Master of Business Administration (MBA), Business Administration
Richard Romanowski's Vanguard Experience June 2012 - Present
Job Developer at Vanguard
Industry Computer Software
Experience
Vanguard June 2012 - Present
Rutgers University September 2009 - May 2012
The Princeton Review January 2010 - May 2010
Borough of Oakland, NJ September 2004 - November 2007
Skills
Matlab, C++, Android, Programming, Java, SQL, VB.NET, JavaScript, JSP
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2012
B.S., Electrical and Computer Engineering
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2012
Bachelor of Science (BS), Computer Engineering
Vanguard June 2012 - Present
Rutgers University September 2009 - May 2012
The Princeton Review January 2010 - May 2010
Borough of Oakland, NJ September 2004 - November 2007
Skills
Matlab, C++, Android, Programming, Java, SQL, VB.NET, JavaScript, JSP
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2012
B.S., Electrical and Computer Engineering
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2012
Bachelor of Science (BS), Computer Engineering
John Ronafalvy's Vanguard Experience 1999 - Present
Job Project Manager at The Vanguard Group
Industry Information Technology and Services
Experience
The Vanguard Group August 1999 - Present
Vanguard 1999 - Present
Skills
Process Improvement, SDLC, Agile Methodologies, Vendor Management, Project Management, Software Project..., Business Analysis, Requirements Analysis, SharePoint, Enterprise Architecture
Education
West Chester University of Pennsylvania 2003 — 2005
MBA, Technology & eCommerce
Rutgers University-New Brunswick 1994 — 1999
B.S., Computer Engieering
The Vanguard Group August 1999 - Present
Vanguard 1999 - Present
Skills
Process Improvement, SDLC, Agile Methodologies, Vendor Management, Project Management, Software Project..., Business Analysis, Requirements Analysis, SharePoint, Enterprise Architecture
Education
West Chester University of Pennsylvania 2003 — 2005
MBA, Technology & eCommerce
Rutgers University-New Brunswick 1994 — 1999
B.S., Computer Engieering
Scott Langevin, CFA's Vanguard Experience July 2008 - April 2010
Job Investment Analyst Corporate Bond Desk at Prudential Financial
Industry Financial Services
Experience
Prudential Financial July 2012 - Present
Lazard Asset Management September 2010 - July 2012
Vanguard July 2008 - April 2010
Education
Rutgers University-New Brunswick 2004 — 2008
BS, Finance
Prudential Financial July 2012 - Present
Lazard Asset Management September 2010 - July 2012
Vanguard July 2008 - April 2010
Education
Rutgers University-New Brunswick 2004 — 2008
BS, Finance
Michael Zodda's Vanguard Experience July 2007 - Present
Job Writer at Vanguard
Industry Financial Services
Experience
Vanguard July 2007 - Present
Vanguard August 2004 - July 2007
Skills
Editing, Social Media, Research, Microsoft Office, Public Speaking, Facebook, Microsoft Word, PowerPoint, Microsoft Excel, Strategy, Creative Writing
Education
St. Joseph's University 2010 — 2013
Master of Arts (M.A.), Writing Studies
University of Notre Dame 2000 — 2004
B.A., English
Vanguard July 2007 - Present
Vanguard August 2004 - July 2007
Skills
Editing, Social Media, Research, Microsoft Office, Public Speaking, Facebook, Microsoft Word, PowerPoint, Microsoft Excel, Strategy, Creative Writing
Education
St. Joseph's University 2010 — 2013
Master of Arts (M.A.), Writing Studies
University of Notre Dame 2000 — 2004
B.A., English
Joshua Shang's Vanguard Experience 2006 - 2007
Job Manager, Professional Services & Solutions Delivery at NexJ Systems
Industry Financial Services
Experience
NexJ Systems August 2013 - Present
NexJ Systems May 2011 - July 2013
Univeris June 2009 - May 2011
CPAS Systems Inc. 2008 - 2009
Vanguard 2006 - 2007
Aon Hewitt 2005 - 2006
Skills
Enterprise Software, Financial Services, CRM, Business Analysis, Requirements Gathering, SDLC, Requirements Analysis, Management, Software Project..., Strategic Planning, Mutual Funds, Databases, SQL, Leadership, Project Management, Business Requirements, Business Intelligence, Coaching, Agile Methodologies, Data Conversion
Education
University of Toronto 2000 — 2004
Bachelor, Economics for Management, History
Ryerson University 2004 — 2005
Continuing Education: Accounting, Accounting
NexJ Systems August 2013 - Present
NexJ Systems May 2011 - July 2013
Univeris June 2009 - May 2011
CPAS Systems Inc. 2008 - 2009
Vanguard 2006 - 2007
Aon Hewitt 2005 - 2006
Skills
Enterprise Software, Financial Services, CRM, Business Analysis, Requirements Gathering, SDLC, Requirements Analysis, Management, Software Project..., Strategic Planning, Mutual Funds, Databases, SQL, Leadership, Project Management, Business Requirements, Business Intelligence, Coaching, Agile Methodologies, Data Conversion
Education
University of Toronto 2000 — 2004
Bachelor, Economics for Management, History
Ryerson University 2004 — 2005
Continuing Education: Accounting, Accounting
Ros Hermans's Vanguard Experience
Job Business Technology Administrator at Vanguard
Industry Financial Services
Experience
Vanguard
Skills
Series 63, Series 7, Mutual Funds, Investments, FINRA, Retirement, Equities, ETFs, DMAIC
Education
Rutgers University
Vanguard
Skills
Series 63, Series 7, Mutual Funds, Investments, FINRA, Retirement, Equities, ETFs, DMAIC
Education
Rutgers University
Ryan Hallowell's Vanguard Experience September 2008 - Present
Job Investment Professional, CoOwner of Noda Yoga
Industry Financial Services
Experience
TIAA-CREF November 2012 - Present
Vanguard September 2008 - Present
Noda Yoga September 2008 - Present
Citi January 2006 - April 2008
Skills
Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Outlook, Teaching, Public Speaking, Strategic Planning, Negotiation, Team Building
Education
Saginaw Valley State University - College of Business and Management 2000 — 2004
Bachelors, Marketing
University of Ballarat 2003 — 2003
International Marketing
TIAA-CREF November 2012 - Present
Vanguard September 2008 - Present
Noda Yoga September 2008 - Present
Citi January 2006 - April 2008
Skills
Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Outlook, Teaching, Public Speaking, Strategic Planning, Negotiation, Team Building
Education
Saginaw Valley State University - College of Business and Management 2000 — 2004
Bachelors, Marketing
University of Ballarat 2003 — 2003
International Marketing
Sylvester Durrant's Vanguard Experience June 2005 - Present
Job Relationship Management at Vanguard
Industry Financial Services
Experience
Non-profit Agency November 2013 - Present
Vanguard June 2005 - Present
National Penn Bank September 1997 - June 2004
Skills
Relationship Management, Business Relationship..., Risk Management, Mutual Funds, Investments, Financial Services, Asset Allocation, Banking, Asset Management, Investment Advisory, Portfolio Management, Wealth Management, 401k, Series 63, Series 7, Equities, Series 6, Program Coordination, Case Management, Social Services
Education
Rutgers University
Bachelor's Degree, Business Administration, Management and Operations
Non-profit Agency November 2013 - Present
Vanguard June 2005 - Present
National Penn Bank September 1997 - June 2004
Skills
Relationship Management, Business Relationship..., Risk Management, Mutual Funds, Investments, Financial Services, Asset Allocation, Banking, Asset Management, Investment Advisory, Portfolio Management, Wealth Management, 401k, Series 63, Series 7, Equities, Series 6, Program Coordination, Case Management, Social Services
Education
Rutgers University
Bachelor's Degree, Business Administration, Management and Operations
Sandra Watts's Vanguard Experience December 2006 - March 2010
Job Plan Account Manager at Benefit Consultants Group
Industry Financial Services
Experience
Benefit Consultants Group June 2012 - Present
IPA Northeast, LLC January 2011 - June 2012
Vanguard December 2006 - March 2010
Prudential Financial October 1995 - December 2006
Skills
Pensions, Retirement, Compliance Testing and..., Pension Administration, Plan Design, Compliance, 401k, ERISA, Profit Sharing, Retirement Plan..., Retirement Planning, Qualified Retirement..., Defined Contribution, Defined Benefit, Mutual Funds, Business Planning, Financial Services
Education
St. John's University
Benefit Consultants Group June 2012 - Present
IPA Northeast, LLC January 2011 - June 2012
Vanguard December 2006 - March 2010
Prudential Financial October 1995 - December 2006
Skills
Pensions, Retirement, Compliance Testing and..., Pension Administration, Plan Design, Compliance, 401k, ERISA, Profit Sharing, Retirement Plan..., Retirement Planning, Qualified Retirement..., Defined Contribution, Defined Benefit, Mutual Funds, Business Planning, Financial Services
Education
St. John's University
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments