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
Brendan Gifford Brendan Gifford's Vanguard Experience August 2015 - Present
Job International Data Analyst at Vanguard
Industry Financial Services
Experience
Vanguard August 2015 - Present
Vanguard September 2013 - August 2015
Vanguard August 2011 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Negotiation, Editing, Financial Analysis, Analysis, Time Management, Data Analysis, Access, Finance, Spanish, Leadership
Education
Saint Joseph's University 2013 — 2015
Master of Science (M.S.), Business Intelligence & Analytics
Ursinus College 2007 — 2011
Bachelor of Science (B.S.)
Vanguard August 2015 - Present
Vanguard September 2013 - August 2015
Vanguard August 2011 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Negotiation, Editing, Financial Analysis, Analysis, Time Management, Data Analysis, Access, Finance, Spanish, Leadership
Education
Saint Joseph's University 2013 — 2015
Master of Science (M.S.), Business Intelligence & Analytics
Ursinus College 2007 — 2011
Bachelor of Science (B.S.)
Jaclyn Bovino Jaclyn Bovino's Vanguard Experience 2013 - Present
Job Sales Executive at Vanguard
Industry Financial Services
Experience
Vanguard 2013 - Present
Vanguard 2010 - 2012
Vanguard 2007 - 2010
Vanguard 2005 - 2007
Skills
Series 63, Series 7, Investments, Financial Services, Mutual Funds, Relationship Management, 401k, Retirement, Presentations, QKA, MBA
Education
Saint Joseph's University 2008 — 2012
MBA, Finance
West Chester University of Pennsylvania 2000 — 2004
BA, Communications & Journalism
Vanguard 2013 - Present
Vanguard 2010 - 2012
Vanguard 2007 - 2010
Vanguard 2005 - 2007
Skills
Series 63, Series 7, Investments, Financial Services, Mutual Funds, Relationship Management, 401k, Retirement, Presentations, QKA, MBA
Education
Saint Joseph's University 2008 — 2012
MBA, Finance
West Chester University of Pennsylvania 2000 — 2004
BA, Communications & Journalism
Cliff Deiss Cliff Deiss's Vanguard Experience August 2011 - April 2013
Job Director, Software Development & Technical Operations at SkillSurvey
Industry Information Technology and Services
Experience
SkillSurvey May 2014 - Present
SkillSurvey April 2013 - Present
Vanguard August 2011 - April 2013
Vanguard March 2009 - August 2011
Vanguard January 2006 - March 2009
Vanguard January 2001 - January 2006
Skills
SharePoint, IT Management, Data Center, SDLC, Project Management, Team Building, Software Project..., Agile Methodologies, Agile Project Management, IT Operations Management, Process Analysis, Business Process Mapping, ITIL, Financial Services, Knowledge Management, IT Strategy, Kanban, Unix, Windows, Scrum, Management, Software Development, Team Leadership, System Administration, Business Analysis, Information Technology, Business Intelligence, Visio
Education
Saint Joseph's University 2008 — 2012
MBA, Business Administration and Management, General
The College of New Jersey 1993 — 1997
BSEE, Electrical Engineering, Minor in Computer Science
SkillSurvey May 2014 - Present
SkillSurvey April 2013 - Present
Vanguard August 2011 - April 2013
Vanguard March 2009 - August 2011
Vanguard January 2006 - March 2009
Vanguard January 2001 - January 2006
Skills
SharePoint, IT Management, Data Center, SDLC, Project Management, Team Building, Software Project..., Agile Methodologies, Agile Project Management, IT Operations Management, Process Analysis, Business Process Mapping, ITIL, Financial Services, Knowledge Management, IT Strategy, Kanban, Unix, Windows, Scrum, Management, Software Development, Team Leadership, System Administration, Business Analysis, Information Technology, Business Intelligence, Visio
Education
Saint Joseph's University 2008 — 2012
MBA, Business Administration and Management, General
The College of New Jersey 1993 — 1997
BSEE, Electrical Engineering, Minor in Computer Science
Frank Filograna Frank Filograna's Vanguard Experience
Job Senior Manager at Vanguard
Industry Financial Services
Experience
Vanguard
Skills
Leadership, General Management, Project Management, Relationship Management, Series 6, Series 7, Series 63, Series 24, Series 26, Process Improvement, Mutual Funds, Financial Services, Cross-functional Team..., ETFs, Strategy, FINRA, Investments, Business Analysis, Financial Analysis, Risk Management, Finance, Portfolio Management
Education
Saint Joseph's University
Master of Business Administration (MBA), Finance, General
West Chester University of Pennsylvania
Bachelor of Science (BS), Business Management
Vanguard
Skills
Leadership, General Management, Project Management, Relationship Management, Series 6, Series 7, Series 63, Series 24, Series 26, Process Improvement, Mutual Funds, Financial Services, Cross-functional Team..., ETFs, Strategy, FINRA, Investments, Business Analysis, Financial Analysis, Risk Management, Finance, Portfolio Management
Education
Saint Joseph's University
Master of Business Administration (MBA), Finance, General
West Chester University of Pennsylvania
Bachelor of Science (BS), Business Management
Gina Green's Vanguard Experience September 2015 - Present
Job Client Relationship Associate
Industry Financial Services
Experience
Vanguard September 2015 - Present
Unipak, Inc. October 2013 - September 2015
The Woodruff Law Firm, P.C. March 2009 - October 2009
QVC Studios & Bruce Foods Corp. July 2006 - August 2007
Garrison Architects June 2004 - August 2006
Children's School at St. John's January 2002 - July 2004
Skills
Logistics, Packaging, Process Improvement, Microsoft Excel, Marketing, Microsoft Office, Salesforce.com, Customer Service, Sales Management, Product Development, New Business Development, Marketing Strategy, Manufacturing, Inventory Management, B2B, Purchasing, Account Management
Education
Saint Joseph's University 2002 — 2004
Masters for Education
Marywood University 1998 — 2001
Fine and Studio Arts
University of Scranton 1997 — 2001
Bachelor of Arts (BA), Art, Art History, Behavioral Science
Tyler School of Art
Took two studio art classes during the summer to count towards my Art concentration.
Vanguard September 2015 - Present
Unipak, Inc. October 2013 - September 2015
The Woodruff Law Firm, P.C. March 2009 - October 2009
QVC Studios & Bruce Foods Corp. July 2006 - August 2007
Garrison Architects June 2004 - August 2006
Children's School at St. John's January 2002 - July 2004
Skills
Logistics, Packaging, Process Improvement, Microsoft Excel, Marketing, Microsoft Office, Salesforce.com, Customer Service, Sales Management, Product Development, New Business Development, Marketing Strategy, Manufacturing, Inventory Management, B2B, Purchasing, Account Management
Education
Saint Joseph's University 2002 — 2004
Masters for Education
Marywood University 1998 — 2001
Fine and Studio Arts
University of Scranton 1997 — 2001
Bachelor of Arts (BA), Art, Art History, Behavioral Science
Tyler School of Art
Took two studio art classes during the summer to count towards my Art concentration.
John McGrory's Vanguard Experience May 1996 - Present
Job Principal, Vanguard
Industry Information Technology and Services
Experience
Vanguard May 1996 - Present
Shared Medical Systems, Inc. 1984 - 1996
Skills
Process Improvement, Quality Assurance, Project Management, Program Management, Team Building, Strategic Planning, Project Planning, Leadership Development, Business Analysis, Management, SDLC, Strategy, Human Resources, Recruiting, CRM, Leadership, Software Project..., IT Strategy, Vendor Management, PMP, Business Intelligence
Education
Saint Joseph's University 1980 — 1984
BS, Information Systems / Finance
Cardinal O'Hara High School 1976 — 1980
Vanguard May 1996 - Present
Shared Medical Systems, Inc. 1984 - 1996
Skills
Process Improvement, Quality Assurance, Project Management, Program Management, Team Building, Strategic Planning, Project Planning, Leadership Development, Business Analysis, Management, SDLC, Strategy, Human Resources, Recruiting, CRM, Leadership, Software Project..., IT Strategy, Vendor Management, PMP, Business Intelligence
Education
Saint Joseph's University 1980 — 1984
BS, Information Systems / Finance
Cardinal O'Hara High School 1976 — 1980
Kathryn Brenner Kathryn Brenner's Vanguard Experience September 2014 - Present
Job Problem Resolution Associate
Industry Financial Services
Experience
Vanguard September 2014 - Present
Dorian Drake International June 2012 - September 2014
Skills
Epicor, Microsoft Office, Microsoft Excel, PowerPoint, Market Research, Marketing, Spanish, Customer Service, Outlook
Education
Saint Joseph's University 2007 — 2011
BA, Spanish
Vanguard September 2014 - Present
Dorian Drake International June 2012 - September 2014
Skills
Epicor, Microsoft Office, Microsoft Excel, PowerPoint, Market Research, Marketing, Spanish, Customer Service, Outlook
Education
Saint Joseph's University 2007 — 2011
BA, Spanish
Joseph Brennecke Joseph Brennecke's Vanguard Experience October 2012 - Present
Job Financial Associate at Vanguard
Industry Insurance
Experience
Vanguard October 2012 - Present
Prudential Financial, Group Life November 2011 - October 2012
Saint Joseph's September 2009 - April 2011
Oliver Wyman Actuarial Consulting May 2010 - August 2010
Skills
Analysis, Data Analysis, Actuarial Science, Access, Excel, Mathematics, PowerPoint, Word, Pension Systems, PeopleSoft, Documentum, Finance, Microsoft Word, Event Planning
Education
Saint Joseph's University 2007 — 2011
Actuarial Science, Mathematics, Business Administration
Great Valley High School 2003 — 2007
Vanguard October 2012 - Present
Prudential Financial, Group Life November 2011 - October 2012
Saint Joseph's September 2009 - April 2011
Oliver Wyman Actuarial Consulting May 2010 - August 2010
Skills
Analysis, Data Analysis, Actuarial Science, Access, Excel, Mathematics, PowerPoint, Word, Pension Systems, PeopleSoft, Documentum, Finance, Microsoft Word, Event Planning
Education
Saint Joseph's University 2007 — 2011
Actuarial Science, Mathematics, Business Administration
Great Valley High School 2003 — 2007
Gregory Korhonen Gregory Korhonen's Vanguard Experience June 2013 - Present
Job Client Relations at Vanguard
Industry Financial Services
Experience
Vanguard June 2013 - Present
Misericordia University September 2010 - May 2013
Berkshire Asset Management May 2012 - March 2013
Geisinger Health Plan January 2012 - May 2012
Lowe's Home Improvement May 2011 - August 2011
Kaman's Art Shoppes March 2006 - November 2010
Skills
Communication Skills, Marketing Strategy, People Skills, Sales, Marketing, Customer Service, Management, Microsoft Office, Financial Analysis, Microsoft Word, Cold Calling, Teamwork, Social Networking, Leadership, Team Leadership
Education
Saint Joseph's University 2014 — 2018
Master of Business Administration (MBA), Finance, General
College Misericordia 2009 — 2013
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Neshaminy High School 2007 — 2009
High School Diploma
Vanguard June 2013 - Present
Misericordia University September 2010 - May 2013
Berkshire Asset Management May 2012 - March 2013
Geisinger Health Plan January 2012 - May 2012
Lowe's Home Improvement May 2011 - August 2011
Kaman's Art Shoppes March 2006 - November 2010
Skills
Communication Skills, Marketing Strategy, People Skills, Sales, Marketing, Customer Service, Management, Microsoft Office, Financial Analysis, Microsoft Word, Cold Calling, Teamwork, Social Networking, Leadership, Team Leadership
Education
Saint Joseph's University 2014 — 2018
Master of Business Administration (MBA), Finance, General
College Misericordia 2009 — 2013
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Neshaminy High School 2007 — 2009
High School Diploma
Bernice Shimkonis Bernice Shimkonis's Vanguard Experience September 1986 - June 1987
Job Financial Service Associate at Tycor Financial Group
Industry Financial Services
Experience
Tycor Financial Group August 2014 - Present
Clark & Goshow Financial Strategies Group, LLC January 2008 - August 2014
Millennium Wealth ManagementDivision of Harleysville National Bank September 2006 - January 2008
Pulaski Savings Bank May 1995 - November 2003
PNC Bank June 1992 - May 1995
PNC June 1987 - May 1992
Vanguard September 1986 - June 1987
Skills
Finance, Banking, Wealth Management, Mortgage Lending, Financial Analysis
Education
St. Joseph's University 1982 — 1986
Bachelor of Science (B.S.), Finance and Financial Management Services
Saint Basil Academy 1978 — 1982
Tycor Financial Group August 2014 - Present
Clark & Goshow Financial Strategies Group, LLC January 2008 - August 2014
Millennium Wealth ManagementDivision of Harleysville National Bank September 2006 - January 2008
Pulaski Savings Bank May 1995 - November 2003
PNC Bank June 1992 - May 1995
PNC June 1987 - May 1992
Vanguard September 1986 - June 1987
Skills
Finance, Banking, Wealth Management, Mortgage Lending, Financial Analysis
Education
St. Joseph's University 1982 — 1986
Bachelor of Science (B.S.), Finance and Financial Management Services
Saint Basil Academy 1978 — 1982
Andrew Nichols Andrew Nichols's Vanguard Experience July 2008 - March 2009
Job Global Category Manager at AstraZeneca
Industry Pharmaceuticals
Experience
AstraZeneca November 2014 - Present
Leidos November 2012 - October 2014
SAIC November 2012 - September 2013
SAIC May 2012 - November 2012
SAIC March 2009 - May 2012
Vanguard July 2008 - March 2009
Skills
Strategic Sourcing, Analysis, Government Contracting, Program Management, Procurement, Government Procurement, Process Improvement, RFP, Financial Analysis, Proposal Writing, Cross-functional Team..., Contract Negotiation, Contract Management, Business Process...
Education
University of Maryland - Robert H. Smith School of Business 2010 — 2012
Executive Master of Business Administration (EMBA)
Saint Joseph's University 2004 — 2008
Bachelor of Science (B.S.), Finance, General
AstraZeneca November 2014 - Present
Leidos November 2012 - October 2014
SAIC November 2012 - September 2013
SAIC May 2012 - November 2012
SAIC March 2009 - May 2012
Vanguard July 2008 - March 2009
Skills
Strategic Sourcing, Analysis, Government Contracting, Program Management, Procurement, Government Procurement, Process Improvement, RFP, Financial Analysis, Proposal Writing, Cross-functional Team..., Contract Negotiation, Contract Management, Business Process...
Education
University of Maryland - Robert H. Smith School of Business 2010 — 2012
Executive Master of Business Administration (EMBA)
Saint Joseph's University 2004 — 2008
Bachelor of Science (B.S.), Finance, General
Christopher Vassallo Christopher Vassallo's Vanguard Experience January 2008 - May 2008
Job Project Manager at Comcast Cable
Industry Telecommunications
Experience
Comcast Cable December 2013 - Present
Excelacom February 2011 - December 2013
Excelacom June 2009 - December 2010
Excelacom December 2008 - May 2009
Vanguard January 2008 - May 2008
Vanguard November 2004 - December 2007
Skills
Project Management, Microsoft Excel, PowerPoint, Visio, SharePoint, Agile Methodolgy
Education
St. Joseph's University 1999 — 2004
Bachelor's degree, Pharmaceutical Marketing and Management
Holy Ghost Prep 1996 — 1999
Comcast Cable December 2013 - Present
Excelacom February 2011 - December 2013
Excelacom June 2009 - December 2010
Excelacom December 2008 - May 2009
Vanguard January 2008 - May 2008
Vanguard November 2004 - December 2007
Skills
Project Management, Microsoft Excel, PowerPoint, Visio, SharePoint, Agile Methodolgy
Education
St. Joseph's University 1999 — 2004
Bachelor's degree, Pharmaceutical Marketing and Management
Holy Ghost Prep 1996 — 1999
Joseph DiAngelo III Joseph DiAngelo III's Vanguard Experience May 2006 - March 2008
Job
Industry Information Technology and Services
Experience
Vanguard May 2006 - March 2008
Vanguard August 2000 - May 2006
Skills
Troubleshooting, SDLC, Business Analysis, Visio, SharePoint, Process Improvement, Agile Methodologies, SQL, Vendor Management, Software Project..., Project Management, Requirements Analysis, Configuration Management, Application..., Application Servers, Application Migrations, Operating System..., Microsoft Operating..., Systems Analysis, Waterfall, Disaster Recovery, Integration, Software Documentation, IT Strategy, PMP
Education
Saint Joseph's University 1996 — 2000
Bachelor of Science
Saint Joseph's University - Erivan K. Haub School of Business 1996 — 2000
Bachelor of Science (B.S.)
Vanguard May 2006 - March 2008
Vanguard August 2000 - May 2006
Skills
Troubleshooting, SDLC, Business Analysis, Visio, SharePoint, Process Improvement, Agile Methodologies, SQL, Vendor Management, Software Project..., Project Management, Requirements Analysis, Configuration Management, Application..., Application Servers, Application Migrations, Operating System..., Microsoft Operating..., Systems Analysis, Waterfall, Disaster Recovery, Integration, Software Documentation, IT Strategy, PMP
Education
Saint Joseph's University 1996 — 2000
Bachelor of Science
Saint Joseph's University - Erivan K. Haub School of Business 1996 — 2000
Bachelor of Science (B.S.)
Billie Motto Billie Motto's Vanguard Experience May 2007 - June 2011
Job Real Estate Agent at PA RealtyWorks, LLC
Industry Real Estate
Experience
PA RealtyWorks, LLC March 2014 - Present
NOIR Restaurant & Bar April 2012 - March 2014
Coldwell Banker Preferred September 2011 - March 2014
St. Joseph's University August 2011 - May 2013
Vanguard May 2007 - June 2011
Republic First Bank June 2006 - May 2007
CHICKIE'S & PETE'S RESTURANT July 2003 - May 2007
Education
Saint Joseph's University 2011 — 2013
MBA & MSFS, Finance
Saint Joseph's University 2003 — 2007
Bachelors, Finance
Bishop Eustace
Temple University School of Real Estate
PA RealtyWorks, LLC March 2014 - Present
NOIR Restaurant & Bar April 2012 - March 2014
Coldwell Banker Preferred September 2011 - March 2014
St. Joseph's University August 2011 - May 2013
Vanguard May 2007 - June 2011
Republic First Bank June 2006 - May 2007
CHICKIE'S & PETE'S RESTURANT July 2003 - May 2007
Education
Saint Joseph's University 2011 — 2013
MBA & MSFS, Finance
Saint Joseph's University 2003 — 2007
Bachelors, Finance
Bishop Eustace
Temple University School of Real Estate
Erin Kuuipo Peterson Erin Kuuipo Peterson's Vanguard Experience January 2010 - Present
Job Relationship Manager at Vanguard
Industry Financial Services
Experience
Vanguard January 2010 - Present
Vanguard January 2008 - January 2010
Vanguard August 2003 - January 2008
California State University, Sacramento 2000 - 2003
Skills
Retirement Planning, CRM, Pensions, Investments, Mutual Funds, Asset Managment, Series 63, Sales, Risk Management, Leadership, Series 6, Call Center, Customer Service, Business Development, 401k, Vendor Management, Call Centers
Education
St. Joseph's University 2011 — 2013
Master of Business Administration (MBA)
Western Washington University 1996 — 2000
Bachelor of Arts, Economics & Political Science
Vanguard January 2010 - Present
Vanguard January 2008 - January 2010
Vanguard August 2003 - January 2008
California State University, Sacramento 2000 - 2003
Skills
Retirement Planning, CRM, Pensions, Investments, Mutual Funds, Asset Managment, Series 63, Sales, Risk Management, Leadership, Series 6, Call Center, Customer Service, Business Development, 401k, Vendor Management, Call Centers
Education
St. Joseph's University 2011 — 2013
Master of Business Administration (MBA)
Western Washington University 1996 — 2000
Bachelor of Arts, Economics & Political Science
Alyson (Patton) Lindor's Vanguard Experience April 2013 - November 2013
Job Director of Finance and Administration at Watsontown Trucking Company
Industry Transportation/Trucking/Railroad
Experience
Watsontown Trucking Company January 2015 - Present
Aberdeen Asset Management November 2013 - December 2014
Vanguard April 2013 - November 2013
Vanguard July 2010 - April 2013
Skills
Financial Analysis
Education
Saint Joseph's University 2011 — 2014
Master of Business Administration (M.B.A.), Finance, General
Saint Joseph's University 2006 — 2010
Bachelor's degree, Business Administration and Management, General
Danville Area High School 2002 — 2006
Watsontown Trucking Company January 2015 - Present
Aberdeen Asset Management November 2013 - December 2014
Vanguard April 2013 - November 2013
Vanguard July 2010 - April 2013
Skills
Financial Analysis
Education
Saint Joseph's University 2011 — 2014
Master of Business Administration (M.B.A.), Finance, General
Saint Joseph's University 2006 — 2010
Bachelor's degree, Business Administration and Management, General
Danville Area High School 2002 — 2006
Amber Havens Amber Havens's Vanguard Experience January 2015 - Present
Job Finance Manager at Vanguard
Industry Financial Services
Experience
Vanguard January 2015 - Present
Vanguard July 2011 - January 2015
Vanguard December 2010 - July 2011
Vanguard January 2008 - December 2010
Vanguard June 2005 - December 2008
Vanguard October 2004 - June 2005
Deacon Industrial Supply Company, Inc. April 2000 - October 2004
GSK September 1998 - April 2000
Skills
Accounts Payable, Financial Analysis, Financial Reporting, Finance, Strategic Financial..., Accounting, Financial Modeling, Sarbanes-Oxley Act, Variance Analysis, Hyperion Enterprise, Internal Controls, Cash Management, Financial Audits, Financial Forecasting, Financial Statements, Accounts Receivable, Financial Planning, Management, Risk Management
Education
Saint Joseph's University 2012 — 2014
Master's degree, Finance
Ursinus College
Bachelor's Degree, Accounting
Chapel Christian Academy
High School
Vanguard January 2015 - Present
Vanguard July 2011 - January 2015
Vanguard December 2010 - July 2011
Vanguard January 2008 - December 2010
Vanguard June 2005 - December 2008
Vanguard October 2004 - June 2005
Deacon Industrial Supply Company, Inc. April 2000 - October 2004
GSK September 1998 - April 2000
Skills
Accounts Payable, Financial Analysis, Financial Reporting, Finance, Strategic Financial..., Accounting, Financial Modeling, Sarbanes-Oxley Act, Variance Analysis, Hyperion Enterprise, Internal Controls, Cash Management, Financial Audits, Financial Forecasting, Financial Statements, Accounts Receivable, Financial Planning, Management, Risk Management
Education
Saint Joseph's University 2012 — 2014
Master's degree, Finance
Ursinus College
Bachelor's Degree, Accounting
Chapel Christian Academy
High School
Jeffrey Knauss Jeffrey Knauss's Vanguard Experience June 2012 - Present
Job Software Developer at Vanguard
Industry Information Technology and Services
Experience
Vanguard June 2012 - Present
Vanguard June 2008 - June 2012
Skills
Java, JavaScript, HTML, SharePoint, Subversion, Agile Methodologies, C#, .NET, Visual Studio, LotusScript, jQuery, CSS, ASP.NET, XML
Education
Saint Joseph's University 2004 — 2008
Bachelors of Science, Computer Science
Vanguard June 2012 - Present
Vanguard June 2008 - June 2012
Skills
Java, JavaScript, HTML, SharePoint, Subversion, Agile Methodologies, C#, .NET, Visual Studio, LotusScript, jQuery, CSS, ASP.NET, XML
Education
Saint Joseph's University 2004 — 2008
Bachelors of Science, Computer Science
Alicia (Kelly) Greco Alicia (Kelly) Greco's Vanguard Experience May 2013 - July 2014
Job Benefit Implementation Manager at CheckPoint HR
Industry Financial Services
Experience
CheckPoint HR April 2015 - Present
CheckPoint HR July 2014 - March 2015
Vanguard May 2013 - July 2014
Vanguard January 2011 - May 2013
Vanguard July 2006 - December 2010
Vanguard July 2004 - July 2006
Skills
Project Management, Agile Methodologies, Relationship Management, Process Improvement..., Change Management, Defined Benefit, Employee Benefits
Education
Saint Joseph's University 2000 — 2004
Bachelor's degree, Mathematics
CheckPoint HR April 2015 - Present
CheckPoint HR July 2014 - March 2015
Vanguard May 2013 - July 2014
Vanguard January 2011 - May 2013
Vanguard July 2006 - December 2010
Vanguard July 2004 - July 2006
Skills
Project Management, Agile Methodologies, Relationship Management, Process Improvement..., Change Management, Defined Benefit, Employee Benefits
Education
Saint Joseph's University 2000 — 2004
Bachelor's degree, Mathematics
Alexa Disco's Vanguard Experience July 2013 - September 2013
Job Implementation consultant at Cerner Corporation
Industry Pharmaceuticals
Experience
Cerner Corporation January 2014 - Present
lululemon athletica November 2013 - January 2014
Vanguard July 2013 - September 2013
AXA Equitable May 2012 - 2013
Saint Joseph's University September 2010 - 2013
Jays on Third May 2011 - September 2012
Avalon Recreation May 2006 - September 2011
Blue Star Glass May 2011 - July 2011
Skills
PowerPoint, QuickBooks, Microsoft Word, Microsoft Excel, Marketing, Finance, Pharmaceutical Sales, Financial Services, Management, Research, Facebook, Customer Service, Recruiting, Public Speaking, Leadership, Social Media, Microsoft Office, Strategy, Event Planning, Social Networking, Time Management, Data Analysis, Human Resources
Education
Saint Joseph's University 2009 — 2013
Bachelor's degree, Pharmaceutical Marketing and Management, finance
Cerner Corporation January 2014 - Present
lululemon athletica November 2013 - January 2014
Vanguard July 2013 - September 2013
AXA Equitable May 2012 - 2013
Saint Joseph's University September 2010 - 2013
Jays on Third May 2011 - September 2012
Avalon Recreation May 2006 - September 2011
Blue Star Glass May 2011 - July 2011
Skills
PowerPoint, QuickBooks, Microsoft Word, Microsoft Excel, Marketing, Finance, Pharmaceutical Sales, Financial Services, Management, Research, Facebook, Customer Service, Recruiting, Public Speaking, Leadership, Social Media, Microsoft Office, Strategy, Event Planning, Social Networking, Time Management, Data Analysis, Human Resources
Education
Saint Joseph's University 2009 — 2013
Bachelor's degree, Pharmaceutical Marketing and Management, finance
Jane D Wagner Jane D Wagner's Vanguard Experience May 2015 - Present
Job Mid Market Institutional Sales Operations at Vanguard
Industry Legal Services
Experience
Vanguard May 2015 - Present
LegalShield October 2011 - Present
Main Line Health March 2014 - May 2015
Lifetouch Yearbooks November 2011 - November 2013
Family Lives On Foundation January 2011 - December 2011
Rosito Basani (formerly Brasilia USA) January 2010 - January 2011
Centex Environments Inc August 2002 - September 2009
St Christophers Preschool September 1997 - December 2007
Skills
Social Media, Public Speaking, Editing, Customer Service, Video Production, Social Networking, Microsoft Excel, Nonprofits, Marketing, Teaching, Small Business, Public Relations, Entrepreneurship, Coaching, Event Management, Sales Management, Microsoft Word, Advertising, Blogging, Contract Negotiation, Event Planning, Marketing Strategy, Fundraising, Creative Writing, Volunteer Management, Team Leadership, Social Media Marketing, Negotiation, Management, Team Building, Account Management, Strategic Planning, Photography, Community Outreach, PowerPoint, Leadership, Microsoft Office, Marketing Communications, Sales, Budgets, Training, Leadership Development, New Business Development, Research, Organizational..., Outlook, Facebook, Publishing
Education
Project Management Institute @ Springhouse, Exton
Certification, PMI - Project Management
Saint Joseph's University
Business Management / Indpendent Studies
Harcum College
Associate's Degree, Graphic Design/Marketing
Phoenixville
Vanguard May 2015 - Present
LegalShield October 2011 - Present
Main Line Health March 2014 - May 2015
Lifetouch Yearbooks November 2011 - November 2013
Family Lives On Foundation January 2011 - December 2011
Rosito Basani (formerly Brasilia USA) January 2010 - January 2011
Centex Environments Inc August 2002 - September 2009
St Christophers Preschool September 1997 - December 2007
Skills
Social Media, Public Speaking, Editing, Customer Service, Video Production, Social Networking, Microsoft Excel, Nonprofits, Marketing, Teaching, Small Business, Public Relations, Entrepreneurship, Coaching, Event Management, Sales Management, Microsoft Word, Advertising, Blogging, Contract Negotiation, Event Planning, Marketing Strategy, Fundraising, Creative Writing, Volunteer Management, Team Leadership, Social Media Marketing, Negotiation, Management, Team Building, Account Management, Strategic Planning, Photography, Community Outreach, PowerPoint, Leadership, Microsoft Office, Marketing Communications, Sales, Budgets, Training, Leadership Development, New Business Development, Research, Organizational..., Outlook, Facebook, Publishing
Education
Project Management Institute @ Springhouse, Exton
Certification, PMI - Project Management
Saint Joseph's University
Business Management / Indpendent Studies
Harcum College
Associate's Degree, Graphic Design/Marketing
Phoenixville
David Stortini David Stortini's Vanguard Experience December 2007 - July 2010
Job Product Management Analyst
Industry Investment Management
Experience
Hartford Funds March 2015 - Present
Lincoln Financial Advisors August 2010 - March 2015
Vanguard December 2007 - July 2010
Skills
Retirement Planning, Retirement, Investments
Education
Saint Joseph's University 2004 — 2007
Bachelor of Applied Science (B.A.Sc.), Management
Hartford Funds March 2015 - Present
Lincoln Financial Advisors August 2010 - March 2015
Vanguard December 2007 - July 2010
Skills
Retirement Planning, Retirement, Investments
Education
Saint Joseph's University 2004 — 2007
Bachelor of Applied Science (B.A.Sc.), Management
Jonathan Heil Jonathan Heil's Vanguard Experience 1998 - 2002
Job Senior Manager at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group January 2002 - Present
Vanguard 1998 - 2002
Vanguard 1992 - 1998
Education
Vanguard Group 2002 — 2003
Black Belt, Six Sigma
Saint Joseph's University 1992 — 1997
MBA, Information Technology
Villanova University 1987 — 1991
BSBA, Finance, Political Science
Devon Prep 1984 — 1987
The Vanguard Group January 2002 - Present
Vanguard 1998 - 2002
Vanguard 1992 - 1998
Education
Vanguard Group 2002 — 2003
Black Belt, Six Sigma
Saint Joseph's University 1992 — 1997
MBA, Information Technology
Villanova University 1987 — 1991
BSBA, Finance, Political Science
Devon Prep 1984 — 1987
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
John Laputka Jr. John Laputka Jr.'s Vanguard Experience February 2015 - Present
Job Fund Financial Analyst at Vanguard
Industry Financial Services
Experience
Vanguard February 2015 - Present
Vanguard January 2014 - January 2015
Vanguard July 2012 - December 2013
Parkway Pools & Patio LLC June 2005 - September 2012
Saint Joseph's University August 2009 - May 2010
Education
Saint Joseph's University 2008 — 2012
Bachelor of Science (B.S.), Finance, General
Saint Joseph's University 2008 — 2012
Bachelor of Arts (B.A.), Economics
Vanguard February 2015 - Present
Vanguard January 2014 - January 2015
Vanguard July 2012 - December 2013
Parkway Pools & Patio LLC June 2005 - September 2012
Saint Joseph's University August 2009 - May 2010
Education
Saint Joseph's University 2008 — 2012
Bachelor of Science (B.S.), Finance, General
Saint Joseph's University 2008 — 2012
Bachelor of Arts (B.A.), Economics
John Egan, III's Vanguard Experience March 2014 - Present
Job Retirement Specialist at Vanguard
Industry Financial Services
Experience
Vanguard March 2014 - Present
Wall Street Trading Room August 2012 - May 2013
Vanguard June 2013 - March 2014
The Princeton Group May 2012 - December 2012
Michaels Stores, Inc August 2008 - August 2012
Skills
Microsoft Office, Customer Service, Word, PowerPoint, Excel, FactSet, Morningstar Direct, Financial Analysis, Financial Reporting, Morningstar Advisor
Education
Saint Joseph's University 2009 — 2013
Bachelor of Science, Finance/Financial Planning
Vanguard March 2014 - Present
Wall Street Trading Room August 2012 - May 2013
Vanguard June 2013 - March 2014
The Princeton Group May 2012 - December 2012
Michaels Stores, Inc August 2008 - August 2012
Skills
Microsoft Office, Customer Service, Word, PowerPoint, Excel, FactSet, Morningstar Direct, Financial Analysis, Financial Reporting, Morningstar Advisor
Education
Saint Joseph's University 2009 — 2013
Bachelor of Science, Finance/Financial Planning
Jonathan Sclafani Jonathan Sclafani's Vanguard Experience July 2012 - November 2013
Job Compliance at Susquehanna International Group, LLP (SIG)
Industry Financial Services
Experience
Susquehanna International Group, LLP (SIG) December 2013 - Present
Vanguard July 2012 - November 2013
Vanguard October 2010 - July 2012
Valley Forge Running Co. May 2008 - September 2010
Skills
Client Communication, Financial Markets, Economics, Consultative Selling, Microsoft Excel
Education
Saint Joseph's University 2006 — 2010
Bachelor of Arts, Economics
Devon Preparatory School 2002 — 2006
HS Diploma
Susquehanna International Group, LLP (SIG) December 2013 - Present
Vanguard July 2012 - November 2013
Vanguard October 2010 - July 2012
Valley Forge Running Co. May 2008 - September 2010
Skills
Client Communication, Financial Markets, Economics, Consultative Selling, Microsoft Excel
Education
Saint Joseph's University 2006 — 2010
Bachelor of Arts, Economics
Devon Preparatory School 2002 — 2006
HS Diploma
Kelly Hoover Kelly Hoover's Vanguard Experience September 2010 - August 2013
Job Office Manager at Hoover Financial Advisors
Industry Financial Services
Experience
Hoover Financial Advisors August 2013 - Present
Vanguard September 2010 - August 2013
Vanguard July 2008 - September 2010
Skills
Analysis, Management, Financial Analysis, Mutual Funds, Fixed Income, Organization, Attention to Detail, Microsoft Excel, Microsoft Access, Fund Pricing, Fund Analysis, Team Leadership, Project Management, Office Management, Regulatory Compliance, Strategic Planning, Budgeting, Marketing
Education
Saint Joseph's University 2009 — 2011
Master's of Science, Financial Services
University of Delaware 2004 — 2008
Bachelor of Science (B.S.), Finance, General
Hoover Financial Advisors August 2013 - Present
Vanguard September 2010 - August 2013
Vanguard July 2008 - September 2010
Skills
Analysis, Management, Financial Analysis, Mutual Funds, Fixed Income, Organization, Attention to Detail, Microsoft Excel, Microsoft Access, Fund Pricing, Fund Analysis, Team Leadership, Project Management, Office Management, Regulatory Compliance, Strategic Planning, Budgeting, Marketing
Education
Saint Joseph's University 2009 — 2011
Master's of Science, Financial Services
University of Delaware 2004 — 2008
Bachelor of Science (B.S.), Finance, General
Edward Dart's Vanguard Experience May 2005 - Present
Job Deferred Compensation and Retirement Consultant
Industry Financial Services
Experience
Vanguard May 2005 - Present
Skills
401k, Deferred Compensation, ERISA, Defined Benefit, Insurance, Relationship Management, Mutual Funds, Retirement, Investments, Certified Financial..., Series 63, Series 6, Pensions, Retirement Planning, Series 7
Education
Saint Joseph's University 1993 — 1997
Business Management
Vanguard May 2005 - Present
Skills
401k, Deferred Compensation, ERISA, Defined Benefit, Insurance, Relationship Management, Mutual Funds, Retirement, Investments, Certified Financial..., Series 63, Series 6, Pensions, Retirement Planning, Series 7
Education
Saint Joseph's University 1993 — 1997
Business Management
Ina April Connors's Vanguard Experience April 2012 - Present
Job Senior Corporate Accountant at The Vanguard Group
Industry Financial Services
Experience
Vanguard April 2012 - Present
Vanguard May 2014 - August 2014
The Vanguard Group March 2007 - April 2012
The Vanguard Group August 2005 - March 2007
Ernst & Young, LLP. 2003 - 2005
Skills
Financial Analysis, Accounting, Management, Benefits Administration, Payroll, Auditing, HRIS, Employee Benefits, 401k, Customer Service, PeopleSoft, Finance, Employee Relations, Financial Reporting
Education
Saint Joseph's University 1999 — 2003
Vanguard April 2012 - Present
Vanguard May 2014 - August 2014
The Vanguard Group March 2007 - April 2012
The Vanguard Group August 2005 - March 2007
Ernst & Young, LLP. 2003 - 2005
Skills
Financial Analysis, Accounting, Management, Benefits Administration, Payroll, Auditing, HRIS, Employee Benefits, 401k, Customer Service, PeopleSoft, Finance, Employee Relations, Financial Reporting
Education
Saint Joseph's University 1999 — 2003
Anita Guo's Vanguard Experience January 2012 - April 2015
Job Senior Software Engineer at ColdLight
Industry Information Technology and Services
Experience
ColdLight, A PTC Business June 2015 - Present
Vanguard January 2012 - April 2015
MEDecision September 2006 - December 2011
Mediaguide February 2004 - August 2006
BigChalk.com & Infonautics November 1999 - July 2003
Skills
Tomcat, Spring, Java, hibernate, websphere application..., XML, Web Services, Java Enterprise Edition, WebSphere Application..., Hibernate, Scrum, JavaScript, Ant, Maven, JBoss Application Server, Agile Methodologies, Software Development, Unix, Struts, Apache, Perl, Servlets, Spring Framework
Education
Saint Joseph's University
M.S, Computer Science
University of Puerto Rico
M.S, Solid State Physics
ColdLight, A PTC Business June 2015 - Present
Vanguard January 2012 - April 2015
MEDecision September 2006 - December 2011
Mediaguide February 2004 - August 2006
BigChalk.com & Infonautics November 1999 - July 2003
Skills
Tomcat, Spring, Java, hibernate, websphere application..., XML, Web Services, Java Enterprise Edition, WebSphere Application..., Hibernate, Scrum, JavaScript, Ant, Maven, JBoss Application Server, Agile Methodologies, Software Development, Unix, Struts, Apache, Perl, Servlets, Spring Framework
Education
Saint Joseph's University
M.S, Computer Science
University of Puerto Rico
M.S, Solid State Physics
Eric Haberacker's Vanguard Experience July 2014 - Present
Job Marketing and Communications Strategist at Vanguard
Industry Financial Services
Experience
Vanguard July 2014 - Present
Vanguard April 2011 - July 2014
Vanguard August 2009 - April 2011
Vanguard Group 2008 - August 2009
Vanguard 2004 - 2008
Skills
Financial Services, social media, Project Management, Technology Management, Marketing Communications, Advertising, Resource Management, Social Media, Analytics, Social Media Marketing, Marketing, Management, Leadership, Marketing Strategy, Digital Marketing, Integrated Marketing, Digital Strategy
Education
Saint Joseph's University 2005 — 2009
MBA
Shippensburg University of Pennsylvania 1992 — 1997
Bachelors of Science in Education
Vanguard July 2014 - Present
Vanguard April 2011 - July 2014
Vanguard August 2009 - April 2011
Vanguard Group 2008 - August 2009
Vanguard 2004 - 2008
Skills
Financial Services, social media, Project Management, Technology Management, Marketing Communications, Advertising, Resource Management, Social Media, Analytics, Social Media Marketing, Marketing, Management, Leadership, Marketing Strategy, Digital Marketing, Integrated Marketing, Digital Strategy
Education
Saint Joseph's University 2005 — 2009
MBA
Shippensburg University of Pennsylvania 1992 — 1997
Bachelors of Science in Education
Jeb Burchett's Vanguard Experience October 2012 - Present
Job Relationship Manager at Vanguard
Industry Financial Services
Experience
Vanguard October 2012 - Present
Vanguard July 2010 - October 2012
Vanguard August 2007 - July 2010
The P.A. Hutchison Company January 2006 - August 2007
Parente HR Services July 2005 - August 2007
Skills
Manage Client..., Client Relations Skills, Qualified Retirement..., Retirement Plan..., Employee Benefits, Series 63, Mutual Funds, 401k, Leadership, Series 6, CRM, Financial Services, Retirement, Asset Allocation, Investments, Management, Finance, Retirement Planning, Relationship Management, Analysis, Financial Analysis
Education
Saint Joseph's University 2011 — 2016
MBA
University of Scranton 2003 — 2005
MS, Human Resource Administration
University of Scranton 1999 — 2003
BS, Counseling/Human Services
Georgetown Prep 1996 — 1999
Vanguard October 2012 - Present
Vanguard July 2010 - October 2012
Vanguard August 2007 - July 2010
The P.A. Hutchison Company January 2006 - August 2007
Parente HR Services July 2005 - August 2007
Skills
Manage Client..., Client Relations Skills, Qualified Retirement..., Retirement Plan..., Employee Benefits, Series 63, Mutual Funds, 401k, Leadership, Series 6, CRM, Financial Services, Retirement, Asset Allocation, Investments, Management, Finance, Retirement Planning, Relationship Management, Analysis, Financial Analysis
Education
Saint Joseph's University 2011 — 2016
MBA
University of Scranton 2003 — 2005
MS, Human Resource Administration
University of Scranton 1999 — 2003
BS, Counseling/Human Services
Georgetown Prep 1996 — 1999
Bonny Barry's Vanguard Experience January 2012 - Present
Job Project Manager Corporate Real Estate and Facilities Management at Vanguard
Industry Financial Services
Experience
Vanguard January 2012 - Present
Vanguard November 2007 - January 2012
St. Joseph's Preparatory School 2004 - 2007
Education
Saint Joseph's University
Vanguard January 2012 - Present
Vanguard November 2007 - January 2012
St. Joseph's Preparatory School 2004 - 2007
Education
Saint Joseph's University
John Gallagher CFA CFP®'s Vanguard Experience November 2012 - Present
Job Investment Consultant at Vanguard
Industry Financial Services
Experience
Vanguard November 2012 - Present
Vanguard February 2010 - November 2012
Vanguard September 2007 - February 2010
Vanguard October 2001 - September 2007
Vanguard August 1999 - October 2001
SEI October 1997 - August 1999
Education
Saint Joseph's University 1993 — 1997
Vanguard November 2012 - Present
Vanguard February 2010 - November 2012
Vanguard September 2007 - February 2010
Vanguard October 2001 - September 2007
Vanguard August 1999 - October 2001
SEI October 1997 - August 1999
Education
Saint Joseph's University 1993 — 1997
Carolyn Lemke Fraser's Vanguard Experience January 2013 - Present
Job Department Head Vanguard
Industry Human Resources
Experience
Vanguard January 2013 - Present
The Vanguard Group November 2010 - January 2013
Vanguard January 2008 - November 2010
Vanguard January 2006 - December 2007
Vanguard January 2005 - December 2005
Vanguard July 2003 - December 2004
Vanguard December 2000 - July 2003
Mercer December 1999 - October 2000
Kwasha Lipton 1996 - 1999
Skills
Defined Benefit, Pensions, 401k, Retirement, Relationship Management, Employee Benefits, Process Improvement, Business Analysis
Education
Saint Joseph's University 2009 — 2011
MBA, International business
The College of New Jersey 1992 — 1996
BA, Statistics
Vanguard January 2013 - Present
The Vanguard Group November 2010 - January 2013
Vanguard January 2008 - November 2010
Vanguard January 2006 - December 2007
Vanguard January 2005 - December 2005
Vanguard July 2003 - December 2004
Vanguard December 2000 - July 2003
Mercer December 1999 - October 2000
Kwasha Lipton 1996 - 1999
Skills
Defined Benefit, Pensions, 401k, Retirement, Relationship Management, Employee Benefits, Process Improvement, Business Analysis
Education
Saint Joseph's University 2009 — 2011
MBA, International business
The College of New Jersey 1992 — 1996
BA, Statistics
Ed Dart's Vanguard Experience March 2005 - Present
Job Project Lead/Consultant at Vanguard
Industry Financial Services
Experience
Vanguard March 2005 - Present
Vanguard November 1999 - March 2005
The Vanguard Group July 1998 - November 1999
Vanguard May 1997 - July 1998
Regent Premium Finance Company December 1994 - May 1997
Skills
Investments, Financial Services, Insurance, Leadership, Mutual Funds, Process Improvement, Risk Management, Series 63, Series 7, Financial Analysis, Retirement, Retirement Planning, Strategic Financial..., Wealth Management, Financial Planning, Microsoft Office, Strategic Planning, Management
Education
Saint Joseph's University 1993 — 1997
Management, Languages, Business, Finance
Saint Joseph's University
Upper Darby High School
Vanguard March 2005 - Present
Vanguard November 1999 - March 2005
The Vanguard Group July 1998 - November 1999
Vanguard May 1997 - July 1998
Regent Premium Finance Company December 1994 - May 1997
Skills
Investments, Financial Services, Insurance, Leadership, Mutual Funds, Process Improvement, Risk Management, Series 63, Series 7, Financial Analysis, Retirement, Retirement Planning, Strategic Financial..., Wealth Management, Financial Planning, Microsoft Office, Strategic Planning, Management
Education
Saint Joseph's University 1993 — 1997
Management, Languages, Business, Finance
Saint Joseph's University
Upper Darby High School
Karl Christman's Vanguard Experience April 2013 - Present
Job Operations Management Financial Intermediaries Division at Vanguard
Industry Financial Services
Experience
Vanguard April 2013 - Present
Vanguard June 2008 - April 2013
Vanguard January 2006 - June 2008
Vanguard July 2005 - December 2005
Patriot Technologies August 2004 - July 2005
Vanguard July 2003 - August 2004
Vanguard May 2001 - July 2003
TEKsystems 1996 - 1999
Skills
Leadership, Project Management, Six Sigma, Operations Management, Business Planning, Business Strategy, Coaching, Agile Project Management, Business Process..., Client Services, Leadership Development, Organizational Design, Software Development, Cost Management, Quality Control, Waterfall Project..., Series 6, Series 63, Series 26, Mutual Fund Operations, Business Forecasting, Contact Center...
Education
Saint Joseph's University 2006 — 2010
MBA, International Business
University of Pittsburgh 1992 — 1996
BS, Organizational Psychology
Germantown Academy 1989 — 1992
Vanguard April 2013 - Present
Vanguard June 2008 - April 2013
Vanguard January 2006 - June 2008
Vanguard July 2005 - December 2005
Patriot Technologies August 2004 - July 2005
Vanguard July 2003 - August 2004
Vanguard May 2001 - July 2003
TEKsystems 1996 - 1999
Skills
Leadership, Project Management, Six Sigma, Operations Management, Business Planning, Business Strategy, Coaching, Agile Project Management, Business Process..., Client Services, Leadership Development, Organizational Design, Software Development, Cost Management, Quality Control, Waterfall Project..., Series 6, Series 63, Series 26, Mutual Fund Operations, Business Forecasting, Contact Center...
Education
Saint Joseph's University 2006 — 2010
MBA, International Business
University of Pittsburgh 1992 — 1996
BS, Organizational Psychology
Germantown Academy 1989 — 1992
Fred Yanocha's Vanguard Experience April 2013 - Present
Job Senior Manager, Project Management, Insights and Technology at Vanguard
Industry Financial Services
Experience
Vanguard April 2013 - Present
Vanguard March 2009 - March 2013
Vanguard December 2007 - March 2009
Vanguard May 2004 - November 2007
Vanguard January 2002 - April 2004
Vanguard June 2000 - December 2001
Vanguard November 1998 - May 2000
Vanguard June 1997 - October 1998
Vanguard March 1996 - May 1997
Skills
Series 63, Series 6, Mutual Funds, Relationship Management, Investments, 401k, Retirement Planning, Financial Analysis, Financial Services, Process Improvement, CRM, Asset Allocation, Retirement, Leadership
Education
Saint Joseph's University 1997 — 1999
MBA, MIS / E-Commerce
West Chester University of Pennsylvania 1991 — 1995
BA, Marketing
Vanguard April 2013 - Present
Vanguard March 2009 - March 2013
Vanguard December 2007 - March 2009
Vanguard May 2004 - November 2007
Vanguard January 2002 - April 2004
Vanguard June 2000 - December 2001
Vanguard November 1998 - May 2000
Vanguard June 1997 - October 1998
Vanguard March 1996 - May 1997
Skills
Series 63, Series 6, Mutual Funds, Relationship Management, Investments, 401k, Retirement Planning, Financial Analysis, Financial Services, Process Improvement, CRM, Asset Allocation, Retirement, Leadership
Education
Saint Joseph's University 1997 — 1999
MBA, MIS / E-Commerce
West Chester University of Pennsylvania 1991 — 1995
BA, Marketing
Christopher Halpin, QPA, QKA's Vanguard Experience September 2004 - Present
Job Compliance Manager at Vanguard
Industry Financial Services
Experience
Vanguard September 2004 - Present
Vanguard September 1999 - September 2004
Skills
Asset Allocation, Customer Service, Data Analysis, Team Building, Retirement Planning, Mutual Funds, Financial Services, Process Improvement, Business Analysis, 401k, Retirement, Microsoft Excel, Financial Analysis, Wealth Management, Operations Management
Education
Saint Joseph's University 1988 — 1992
Bachelor of Arts (B.A.), Mathematics
Vanguard September 2004 - Present
Vanguard September 1999 - September 2004
Skills
Asset Allocation, Customer Service, Data Analysis, Team Building, Retirement Planning, Mutual Funds, Financial Services, Process Improvement, Business Analysis, 401k, Retirement, Microsoft Excel, Financial Analysis, Wealth Management, Operations Management
Education
Saint Joseph's University 1988 — 1992
Bachelor of Arts (B.A.), Mathematics
Jeff Seglem's Vanguard Experience October 1989 - Present
Job Financial Services
Industry Financial Services
Experience
Vanguard October 1989 - Present
Skills
Series 63, Investments, Process Improvement, Data Analysis, Emerging Technologies, IT Strategy, Business Analysis, Business Strategy, Business Planning, Risk Management, Financial Services, Mutual Funds, Financial Analysis, Portfolio Management, Leadership, Relationship Management, Series 7, Project Management, Equities
Education
Saint Joseph's University 2005 — 2008
MBA
University of Wisconsin-Madison 1984 — 1987
BA, Economics
Vanguard October 1989 - Present
Skills
Series 63, Investments, Process Improvement, Data Analysis, Emerging Technologies, IT Strategy, Business Analysis, Business Strategy, Business Planning, Risk Management, Financial Services, Mutual Funds, Financial Analysis, Portfolio Management, Leadership, Relationship Management, Series 7, Project Management, Equities
Education
Saint Joseph's University 2005 — 2008
MBA
University of Wisconsin-Madison 1984 — 1987
BA, Economics
Bill Coffey's Vanguard Experience October 2014 - Present
Job Senior Manager Legal and Compliance Operations
Industry Financial Services
Experience
National MS Society 2010 - Present
Vanguard October 2014 - Present
Vanguard March 2012 - September 2014
Vanguard November 1999 - 2010
Skills
Program Management, Leadership Development, Change Management, Relationship Management, Financial Services, Investments, ETFs, Mutual Funds, Budget Process, Vendor Management
Education
Saint Joseph's University 1994 — 1997
National MS Society 2010 - Present
Vanguard October 2014 - Present
Vanguard March 2012 - September 2014
Vanguard November 1999 - 2010
Skills
Program Management, Leadership Development, Change Management, Relationship Management, Financial Services, Investments, ETFs, Mutual Funds, Budget Process, Vendor Management
Education
Saint Joseph's University 1994 — 1997
Greg Nassour's Vanguard Experience October 1992 - Present
Job Principal CoHead of Investment Grade Bond Portfolio Mgt
Industry Investment Management
Experience
Vanguard October 1992 - Present
Skills
Portfolio Management, Series 63, Series 7, Asset Allocation, Credit, ETFs, Mutual Funds, Fixed Income, Bloomberg, Bonds, Capital Markets, Financial Services
Education
Saint Joseph's University 1993 — 1995
MBA, Finance
West Chester University of Pennsylvania 1988 — 1992
Vanguard October 1992 - Present
Skills
Portfolio Management, Series 63, Series 7, Asset Allocation, Credit, ETFs, Mutual Funds, Fixed Income, Bloomberg, Bonds, Capital Markets, Financial Services
Education
Saint Joseph's University 1993 — 1995
MBA, Finance
West Chester University of Pennsylvania 1988 — 1992
Brian Delin's Vanguard Experience March 1998 - September 2003
Job Stock Plan Administrator
Industry Information Technology and Services
Experience
SunGard November 2009 - Present
Shire September 2005 - October 2009
Teleflex September 2003 - September 2005
Vanguard March 1998 - September 2003
Education
St. Joseph's University 1998 — 2003
Master of Business Administration (M.B.A.), Finance
Ursinus College 1992 — 1996
Bachelor of Arts (B.A.), Business Administration & Finance
SunGard November 2009 - Present
Shire September 2005 - October 2009
Teleflex September 2003 - September 2005
Vanguard March 1998 - September 2003
Education
St. Joseph's University 1998 — 2003
Master of Business Administration (M.B.A.), Finance
Ursinus College 1992 — 1996
Bachelor of Arts (B.A.), Business Administration & Finance
Kalyani Shah's Vanguard Experience February 2011 - Present
Job Sr Recruiter | Talent Acquisition and Development
Industry Financial Services
Experience
Vanguard February 2011 - Present
Strategic Staffing Solutions July 2008 - April 2010
DCS Solutions January 2006 - June 2008
The Marks Group, LLC 2005 - 2005
Contests2win.com 1999 - 2000
Skills
Technical Recruiting, Recruiting, Talent Acquisition, Sourcing, College Recruiting
Education
Saint Joseph's University 2004 — 2005
Masters of Science, International Marketing
University of Mumbai 2001 — 2003
Masters of Commerce, Marketing
Sydenham College, Mumbai 1992 — 1997
Bachelor of Commerce, Accounting
Vanguard February 2011 - Present
Strategic Staffing Solutions July 2008 - April 2010
DCS Solutions January 2006 - June 2008
The Marks Group, LLC 2005 - 2005
Contests2win.com 1999 - 2000
Skills
Technical Recruiting, Recruiting, Talent Acquisition, Sourcing, College Recruiting
Education
Saint Joseph's University 2004 — 2005
Masters of Science, International Marketing
University of Mumbai 2001 — 2003
Masters of Commerce, Marketing
Sydenham College, Mumbai 1992 — 1997
Bachelor of Commerce, Accounting
Andrew Odeen's Vanguard Experience January 2012 - February 2014
Job Senior Manager Recordkeeping Services Operations at Vanguard
Industry Financial Services
Experience
Freshwater Stone and Brickwork February 2014 - Present
Vanguard January 2012 - February 2014
Vanguard July 2007 - December 2011
Vanguard July 2006 - June 2007
Fidelity Investments 1999 - 2006
Skills
Operations Management, Process Improvement, Business Analysis, Risk Management, Business Process..., Financial Services, Leadership, Six Sigma, Financial Analysis
Education
Saint Joseph's University 2008 — 2012
Master of Business Administration (MBA), Finance
Siena College 1994 — 1998
Freshwater Stone and Brickwork February 2014 - Present
Vanguard January 2012 - February 2014
Vanguard July 2007 - December 2011
Vanguard July 2006 - June 2007
Fidelity Investments 1999 - 2006
Skills
Operations Management, Process Improvement, Business Analysis, Risk Management, Business Process..., Financial Services, Leadership, Six Sigma, Financial Analysis
Education
Saint Joseph's University 2008 — 2012
Master of Business Administration (MBA), Finance
Siena College 1994 — 1998
Brian Hoffman, PHR's Vanguard Experience July 2006 - September 2007
Job Human Resources at Benefit Allocation Systems, Inc.
Industry Human Resources
Experience
Benefit Allocation Systems May 2013 - Present
Benefit Allocation Systems March 2011 - May 2013
Harrah's Entertainment August 2009 - March 2011
Saint Joseph's University November 2007 - May 2009
Philadelphia Insurance Companies July 2008 - October 2008
Vanguard July 2006 - September 2007
Skills
Employee Relations, Employee Benefits, Organizational..., Human Resources, Onboarding, Deferred Compensation, Benefits Administration, Training, Recruiting, Policy, HRIS, Succession Planning, Talent Acquisition, Employee Engagement, Performance Management
Education
Saint Joseph's University - Erivan K. Haub School of Business 2007 — 2009
Master's, Human Resources Management
Saint Joseph's University 2002 — 2006
Bachelor of Science in Business Administration, Management
Benefit Allocation Systems May 2013 - Present
Benefit Allocation Systems March 2011 - May 2013
Harrah's Entertainment August 2009 - March 2011
Saint Joseph's University November 2007 - May 2009
Philadelphia Insurance Companies July 2008 - October 2008
Vanguard July 2006 - September 2007
Skills
Employee Relations, Employee Benefits, Organizational..., Human Resources, Onboarding, Deferred Compensation, Benefits Administration, Training, Recruiting, Policy, HRIS, Succession Planning, Talent Acquisition, Employee Engagement, Performance Management
Education
Saint Joseph's University - Erivan K. Haub School of Business 2007 — 2009
Master's, Human Resources Management
Saint Joseph's University 2002 — 2006
Bachelor of Science in Business Administration, Management
James Patrick Nugent's Vanguard Experience 1987 - 1995
Job Operations and Client Services Finance Executive
Industry Financial Services
Experience
State Street Global Advisors 2009 - 2013
Fidelity Investments 2005 - 2009
Legg Mason 2004 - 2005
Independent Consultant 2003 - 2004
Scudder Investments 1999 - 2003
Putnam Investments 1995 - 1999
Vanguard 1987 - 1995
Skills
Financial Services, Investment Management, Investments, Mutual Funds, Insurance, Business Analysis, Retirement, ERISA, Relationship Management, Back Office, Finance, Leadership, Risk Management, 401k, Asset Allocation, Strategy, Management, Asset Management
Education
Saint Joseph's University
Master of Business Administration (MBA), Finance
West Chester University of Pennsylvania
Bachelor's degree, Accounting
State Street Global Advisors 2009 - 2013
Fidelity Investments 2005 - 2009
Legg Mason 2004 - 2005
Independent Consultant 2003 - 2004
Scudder Investments 1999 - 2003
Putnam Investments 1995 - 1999
Vanguard 1987 - 1995
Skills
Financial Services, Investment Management, Investments, Mutual Funds, Insurance, Business Analysis, Retirement, ERISA, Relationship Management, Back Office, Finance, Leadership, Risk Management, 401k, Asset Allocation, Strategy, Management, Asset Management
Education
Saint Joseph's University
Master of Business Administration (MBA), Finance
West Chester University of Pennsylvania
Bachelor's degree, Accounting
Dominic Boyle's Vanguard Experience August 2009 - January 2013
Job Contracting Agent at Amtrak
Industry Transportation/Trucking/Railroad
Experience
Amtrak January 2014 - Present
Vanguard August 2009 - January 2013
Vanguard December 2005 - August 2009
SunGard Availability Services October 2003 - December 2005
GSK December 2002 - May 2003
EDS July 2001 - July 2002
SKF USA Inc. December 1989 - June 2001
Wyeth-Ayerst International Inc December 1980 - December 1989
Skills
Financial Analysis, Vendor Management, Microsoft Excel, Financial Reporting, Forecasting, Microsoft Outlook, Lotus Notes, Hyperion, Hyperion Planning, Monthly Reporting, Monthly Close, Accruals, Fixed Assets, Year-end Close, Essbase, Variance Analysis, Spreadsheets, Microsoft Access, Vendor, Contract Negotiation, Contract Management, Purchasing, Customer Service, Procurement, Training, Leadership, Quicken, Microsoft Word, PeopleSoft, Accounts Payable, Accounting, Invoicing, Management, Outlook, Outsourcing, Analysis, Project Planning, Account Reconciliation, Due Diligence, Access, Strategic Planning
Education
St. Joseph's University 1985 — 1988
Master of Business Administration (M.B.A.), Financial Management
Villanova University 1976 — 1980
Bachelor of Science (BS), Accounting
Monsignor Bonner High School 1972 — 1976
St. Charles Borromeo School 1969 — 1972
Most Blessed Sacrament Grade School 1964 — 1969
Amtrak January 2014 - Present
Vanguard August 2009 - January 2013
Vanguard December 2005 - August 2009
SunGard Availability Services October 2003 - December 2005
GSK December 2002 - May 2003
EDS July 2001 - July 2002
SKF USA Inc. December 1989 - June 2001
Wyeth-Ayerst International Inc December 1980 - December 1989
Skills
Financial Analysis, Vendor Management, Microsoft Excel, Financial Reporting, Forecasting, Microsoft Outlook, Lotus Notes, Hyperion, Hyperion Planning, Monthly Reporting, Monthly Close, Accruals, Fixed Assets, Year-end Close, Essbase, Variance Analysis, Spreadsheets, Microsoft Access, Vendor, Contract Negotiation, Contract Management, Purchasing, Customer Service, Procurement, Training, Leadership, Quicken, Microsoft Word, PeopleSoft, Accounts Payable, Accounting, Invoicing, Management, Outlook, Outsourcing, Analysis, Project Planning, Account Reconciliation, Due Diligence, Access, Strategic Planning
Education
St. Joseph's University 1985 — 1988
Master of Business Administration (M.B.A.), Financial Management
Villanova University 1976 — 1980
Bachelor of Science (BS), Accounting
Monsignor Bonner High School 1972 — 1976
St. Charles Borromeo School 1969 — 1972
Most Blessed Sacrament Grade School 1964 — 1969
Jeremy Losinno's Vanguard Experience January 2015 - Present
Job Quality Analyst at Vanguard
Industry Financial Services
Experience
Vanguard January 2015 - Present
Vanguard April 2013 - December 2014
The Vanguard Group April 2004 - March 2013
Keane February 2001 - April 2004
Skills
Data Analysis, Microsoft Excel, Program Management, Process Improvement, Microsoft Office, Project Management, Analysis, Customer Service, Investments, Six Sigma, Team Leadership, Microsoft Word, Performance Management, Change Management, Coaching, Business Analysis, Financial Analysis, Finance, PowerPoint, Leadership
Education
Saint Joseph's University 2010 — 2013
Bachelor of Science (BS), Organizational Development & Leadership
Vanguard January 2015 - Present
Vanguard April 2013 - December 2014
The Vanguard Group April 2004 - March 2013
Keane February 2001 - April 2004
Skills
Data Analysis, Microsoft Excel, Program Management, Process Improvement, Microsoft Office, Project Management, Analysis, Customer Service, Investments, Six Sigma, Team Leadership, Microsoft Word, Performance Management, Change Management, Coaching, Business Analysis, Financial Analysis, Finance, PowerPoint, Leadership
Education
Saint Joseph's University 2010 — 2013
Bachelor of Science (BS), Organizational Development & Leadership
Jeffrey McCauley's Vanguard Experience May 1997 - April 1998
Job Operational Risk Manager at ING
Industry Insurance
Experience
ING February 2007 - Present
ING December 2002 - February 2007
Accenture July 1999 - December 2002
Vanguard May 1997 - April 1998
Skills
Business Continuity, Financial Risk, Operational Risk..., Risk Management, Sarbanes-Oxley Act, Internal Controls, Risk Assessment, Operational Risk, Credit Risk, Financial Reporting, Visio, Financial Analysis, Financial Modeling, Pricing, Budget Process, Accounting
Education
Saint Joseph's University 1998 — 2000
Master of Business Administration (MBA), Finance, 3.41
St. Joseph's University 1993 — 1997
Bachelor of Science (B.S.), Finance, 3.43
Archbishop Ryan
St. Anselm
ING February 2007 - Present
ING December 2002 - February 2007
Accenture July 1999 - December 2002
Vanguard May 1997 - April 1998
Skills
Business Continuity, Financial Risk, Operational Risk..., Risk Management, Sarbanes-Oxley Act, Internal Controls, Risk Assessment, Operational Risk, Credit Risk, Financial Reporting, Visio, Financial Analysis, Financial Modeling, Pricing, Budget Process, Accounting
Education
Saint Joseph's University 1998 — 2000
Master of Business Administration (MBA), Finance, 3.41
St. Joseph's University 1993 — 1997
Bachelor of Science (B.S.), Finance, 3.43
Archbishop Ryan
St. Anselm
Dawn Benjamin's Vanguard Experience 2005 - Present
Job Project Management Professional at Vanguard
Industry Financial Services
Experience
Vanguard 2005 - Present
Life Transforming Ministries 2011 - 2014
Vanguard 2002 - 2005
Vanguard 2000 - 2002
Skills
MS Project, Project Delivery, Project Management, Financial Services, Project Coordination, Requirements Analysis, Project Planning, Waterfall, PowerPoint, Leadership, Stakeholder Management
Education
Saint Joseph's University 2002 — 2006
M.B.A, International Business
Virginia Polytechnic Institute and State University 1995 — 1999
B.S., Marketing
Virginia Polytechnic Institute and State University 1995 — 1999
B.A., Spanish
Vanguard 2005 - Present
Life Transforming Ministries 2011 - 2014
Vanguard 2002 - 2005
Vanguard 2000 - 2002
Skills
MS Project, Project Delivery, Project Management, Financial Services, Project Coordination, Requirements Analysis, Project Planning, Waterfall, PowerPoint, Leadership, Stakeholder Management
Education
Saint Joseph's University 2002 — 2006
M.B.A, International Business
Virginia Polytechnic Institute and State University 1995 — 1999
B.S., Marketing
Virginia Polytechnic Institute and State University 1995 — 1999
B.A., Spanish
Amy Kunkle's Vanguard Experience December 2011 - Present
Job Manager Conversion Services at Vanguard
Industry Financial Services
Experience
Vanguard December 2011 - Present
Vanguard December 2009 - December 2011
Vanguard December 2006 - December 2009
Vanguard June 2004 - December 2006
Vanguard June 2002 - December 2004
Skills
Process Improvement, Management, Auditing, Financial Reporting, System Administration, Internal Audit, Customer Satisfaction, Mutual Funds, Onboarding, Risk Management, 401k, Manage Client..., Leadership
Education
St. Joseph's University 2011 — 2014
Master of Business Administration (MBA)
West Chester University of Pennsylvania 1996 — 2001
BA, Liberal Arts, History
Vanguard December 2011 - Present
Vanguard December 2009 - December 2011
Vanguard December 2006 - December 2009
Vanguard June 2004 - December 2006
Vanguard June 2002 - December 2004
Skills
Process Improvement, Management, Auditing, Financial Reporting, System Administration, Internal Audit, Customer Satisfaction, Mutual Funds, Onboarding, Risk Management, 401k, Manage Client..., Leadership
Education
St. Joseph's University 2011 — 2014
Master of Business Administration (MBA)
West Chester University of Pennsylvania 1996 — 2001
BA, Liberal Arts, History
Dan Lafferty's Vanguard Experience February 2002 - Present
Job Relationship Manager at Vanguard
Industry Financial Services
Experience
Vanguard February 2002 - Present
Vanguard February 2000 - February 2002
Vanguard June 1987 - February 2000
Skills
Relationship Management, Mutual Funds, Series 63, Series 6, 401k, Investments, Project Management, Finance, Business Planning, Risk Management, Financial Services, Strategy, Management, Retirement Planning
Education
St. Joseph's University 1993 — 1995
Master of Business Administration (MBA), Business Administration and Management, General
Temple University 1985 — 1987
BA, Business Management
Vanguard February 2002 - Present
Vanguard February 2000 - February 2002
Vanguard June 1987 - February 2000
Skills
Relationship Management, Mutual Funds, Series 63, Series 6, 401k, Investments, Project Management, Finance, Business Planning, Risk Management, Financial Services, Strategy, Management, Retirement Planning
Education
St. Joseph's University 1993 — 1995
Master of Business Administration (MBA), Business Administration and Management, General
Temple University 1985 — 1987
BA, Business Management
Barbara Kearns's Vanguard Experience 1995 - 1996
Job Experienced Business Systems Analyst
Industry Information Services
Experience
Pfizer Pharmaceuticals (formerly Wyeth) September 2007 - May 2010
Wyeth 2004 - 2007
Wyeth 1998 - 2003
Vanguard 1995 - 1996
Skills
SAP BW, Pharmaceutical Industry, SAP R/3, ERP, SAP, Change Control, SAP HR, Data Migration, SAP ERP, Business Process, SAP Implementation
Education
Saint Joseph's University
MBA, Accounting
University of Scranton
Computer Science
Pfizer Pharmaceuticals (formerly Wyeth) September 2007 - May 2010
Wyeth 2004 - 2007
Wyeth 1998 - 2003
Vanguard 1995 - 1996
Skills
SAP BW, Pharmaceutical Industry, SAP R/3, ERP, SAP, Change Control, SAP HR, Data Migration, SAP ERP, Business Process, SAP Implementation
Education
Saint Joseph's University
MBA, Accounting
University of Scranton
Computer Science
Dawn Milligan's Vanguard Experience September 2003 - Present
Job Relationship Executive at Vanguard
Industry Financial Services
Experience
Vanguard September 2003 - Present
Deloitte 2000 - 2003
Aon Hewitt 1993 - 2000
Skills
Relationship Management, Mutual Funds, Investments, Financial Services, Portfolio Management, Strategic Financial..., Equities, Financial Analysis, Series 7, 401k, Vendor Management, Financial Modeling
Education
St. Joseph's University 2009 — 2013
Master of Business Administration (MBA), Finance
Villanova University 1985 — 1989
Bachelor of Business Administration (B.B.A.), Finance
Vanguard September 2003 - Present
Deloitte 2000 - 2003
Aon Hewitt 1993 - 2000
Skills
Relationship Management, Mutual Funds, Investments, Financial Services, Portfolio Management, Strategic Financial..., Equities, Financial Analysis, Series 7, 401k, Vendor Management, Financial Modeling
Education
St. Joseph's University 2009 — 2013
Master of Business Administration (MBA), Finance
Villanova University 1985 — 1989
Bachelor of Business Administration (B.B.A.), Finance
Deborah Blair's Vanguard Experience 1998 - Present
Job IT Manager
Industry Financial Services
Experience
Vanguard 1998 - Present
CoreStates Bank 1994 - 1998
U.S. Quality Algorithms (U.S. Healthcare) 1991 - 1993
Prudential Financial 1989 - 1991
Skills
SDLC, IT Strategy, Software Project..., Mutual Funds, Financial Services, Business Analysis, Process Improvement, Project Management, Financial Analysis, Agile Project Management, Agile Methodologies, Requirements Gathering, Management, Requirements Analysis, Vendor Management
Education
Saint Joseph's University 2011 — 2015
Master's degree
Ursinus College 1985 — 1989
Bachelor's degree, Economics
Ursinus College 1985 — 1989
Bachelor's degree, Spanish
Sullivan University
Organizational Leadership Certificate
Vanguard 1998 - Present
CoreStates Bank 1994 - 1998
U.S. Quality Algorithms (U.S. Healthcare) 1991 - 1993
Prudential Financial 1989 - 1991
Skills
SDLC, IT Strategy, Software Project..., Mutual Funds, Financial Services, Business Analysis, Process Improvement, Project Management, Financial Analysis, Agile Project Management, Agile Methodologies, Requirements Gathering, Management, Requirements Analysis, Vendor Management
Education
Saint Joseph's University 2011 — 2015
Master's degree
Ursinus College 1985 — 1989
Bachelor's degree, Economics
Ursinus College 1985 — 1989
Bachelor's degree, Spanish
Sullivan University
Organizational Leadership Certificate
Fred Teufel's Vanguard Experience August 1990 - Present
Job Principal at Vanguard
Industry Financial Services
Experience
Vanguard August 1990 - Present
Price Waterhouse Coopers January 1984 - August 1990
Education
Saint Joseph's University 1977 — 1981
BS, Accounting
Saint Joseph's University - Erivan K. Haub School of Business
MBA, General Business
Vanguard August 1990 - Present
Price Waterhouse Coopers January 1984 - August 1990
Education
Saint Joseph's University 1977 — 1981
BS, Accounting
Saint Joseph's University - Erivan K. Haub School of Business
MBA, General Business
Andrew Moldawer's Vanguard Experience April 2015 - Present
Job Processing Associate at Vanguard
Industry Financial Services
Experience
Vanguard April 2015 - Present
Skills
Transportation..., Social Media, Customer Service, Operations Management, Social Media Marketing, Management, Team Building, Transportation, Strategic Planning, Budgets, Microsoft Office, Microsoft Excel, Employee Relations, Process Improvement, Recruiting, Change Management, Organizational..., Outlook, Project Management, Inventory Management, Leadership, Human Resources, Project Planning, Hiring, Process Scheduler, Training, Coaching, PowerPoint, Team Leadership
Education
Saint Joseph's University 2013 — 2015
Master of Business Administration (MBA) Candidate, Concentration in Finance
The Catholic University of America 2006 — 2010
Bachelor of Arts, Management
Quince Orchard High School 2002 — 2006
High School Diploma, College Prep
Vanguard April 2015 - Present
Skills
Transportation..., Social Media, Customer Service, Operations Management, Social Media Marketing, Management, Team Building, Transportation, Strategic Planning, Budgets, Microsoft Office, Microsoft Excel, Employee Relations, Process Improvement, Recruiting, Change Management, Organizational..., Outlook, Project Management, Inventory Management, Leadership, Human Resources, Project Planning, Hiring, Process Scheduler, Training, Coaching, PowerPoint, Team Leadership
Education
Saint Joseph's University 2013 — 2015
Master of Business Administration (MBA) Candidate, Concentration in Finance
The Catholic University of America 2006 — 2010
Bachelor of Arts, Management
Quince Orchard High School 2002 — 2006
High School Diploma, College Prep
Alicia Roma's Vanguard Experience October 2008 - Present
Job Project Administrator at Vanguard
Industry Financial Services
Experience
Vanguard October 2008 - Present
The Classic Diner 2005 - 2008
School District of Philadelphia February 2003 - August 2007
Education
St. Joseph's University 2004 — 2006
Educational Leadership
Temple University 1998 — 2002
Bachelor, Education
Pottsgrove High School
Vanguard October 2008 - Present
The Classic Diner 2005 - 2008
School District of Philadelphia February 2003 - August 2007
Education
St. Joseph's University 2004 — 2006
Educational Leadership
Temple University 1998 — 2002
Bachelor, Education
Pottsgrove High School
Courtney Littleton's Vanguard Experience September 2011 - Present
Job Computer Software Professional
Industry Computer Software
Experience
Vanguard September 2011 - Present
Lockheed Martin 2000 - 2003
Ravisent Technologies, Inc 1999 - 2000
Primavera Systems, Inc. 1996 - 1999
Skills
Eclipse, JUnit, Spring, Maven, Object Oriented Design, Software Engineering, Java, ClearCase, Subversion, Java Enterprise Edition, JSP, Automation, Mutation Testing, Agile Methodolgy, SOA, STS, RAD, Selenium, XPath
Education
Saint Joseph's University 1992 — 1996
BS, Information Systems and Accounting
Vanguard September 2011 - Present
Lockheed Martin 2000 - 2003
Ravisent Technologies, Inc 1999 - 2000
Primavera Systems, Inc. 1996 - 1999
Skills
Eclipse, JUnit, Spring, Maven, Object Oriented Design, Software Engineering, Java, ClearCase, Subversion, Java Enterprise Edition, JSP, Automation, Mutation Testing, Agile Methodolgy, SOA, STS, RAD, Selenium, XPath
Education
Saint Joseph's University 1992 — 1996
BS, Information Systems and Accounting
David Tardiff CFP®'s Vanguard Experience May 2014 - Present
Job Chief of Staff Vanguard Asset Management Services
Industry Financial Services
Experience
Vanguard May 2014 - Present
Vanguard August 2012 - May 2014
Vanguard February 2011 - September 2012
Vanguard December 2009 - February 2011
Vanguard July 2007 - December 2009
Skills
Series 6, Series 63, Mutual Funds, Investments, Series 7, Process Improvement, Asset Allocation, Financial Analysis, Retirement Planning, Relationship Management, Microsoft Excel, Securities, Retirement, Financial Services, Customer Service, Lotus Notes, Wealth Management, 401k, PowerPoint, Insurance, Certified Financial..., Risk Management
Education
Saint Joseph's University 2011 — 2013
Master of Financial Services, CFP curriculum
University of Delaware 2003 — 2007
Bachelor of Science (BS), Business Management
Vanguard May 2014 - Present
Vanguard August 2012 - May 2014
Vanguard February 2011 - September 2012
Vanguard December 2009 - February 2011
Vanguard July 2007 - December 2009
Skills
Series 6, Series 63, Mutual Funds, Investments, Series 7, Process Improvement, Asset Allocation, Financial Analysis, Retirement Planning, Relationship Management, Microsoft Excel, Securities, Retirement, Financial Services, Customer Service, Lotus Notes, Wealth Management, 401k, PowerPoint, Insurance, Certified Financial..., Risk Management
Education
Saint Joseph's University 2011 — 2013
Master of Financial Services, CFP curriculum
University of Delaware 2003 — 2007
Bachelor of Science (BS), Business Management
Henry Blair's Vanguard Experience January 2013 - Present
Job Senior Manager Business Development for Retail Investor Group at Vanguard
Industry Financial Services
Experience
Vanguard January 2013 - Present
The Vanguard Group August 2007 - January 2013
Vanguard September 2005 - August 2007
Vanguard September 1994 - September 2005
Skills
Investments, Sales, Sales Management, Series 7, Series 24, Retirement Plan..., Financial Advisory, Retirement Planning, Defined Benefit, Asset Allocation, Relationship Management, Wealth Management
Education
St. Joseph's University 1980 — 1984
BS, Marketing and Finance
Vanguard January 2013 - Present
The Vanguard Group August 2007 - January 2013
Vanguard September 2005 - August 2007
Vanguard September 1994 - September 2005
Skills
Investments, Sales, Sales Management, Series 7, Series 24, Retirement Plan..., Financial Advisory, Retirement Planning, Defined Benefit, Asset Allocation, Relationship Management, Wealth Management
Education
St. Joseph's University 1980 — 1984
BS, Marketing and Finance
Darlene Neumann's Vanguard Experience June 2012 - Present
Job Business Analysis at Vanguard
Industry Financial Services
Experience
Vanguard June 2012 - Present
Vanguard November 1997 - Present
Cabot Corporation January 1994 - October 1997
Skills
Investments, Financial Services, Relationship Management, Portfolio Management, Retirement Planning, Financial Analysis, Strategic Financial..., Customer Service, Retirement
Education
Saint Joseph's University 1997 — 2001
Master's degree, Finance, General
West Chester University of Pennsylvania 1988 — 1994
Business Management with Minor in Accounting
Vanguard June 2012 - Present
Vanguard November 1997 - Present
Cabot Corporation January 1994 - October 1997
Skills
Investments, Financial Services, Relationship Management, Portfolio Management, Retirement Planning, Financial Analysis, Strategic Financial..., Customer Service, Retirement
Education
Saint Joseph's University 1997 — 2001
Master's degree, Finance, General
West Chester University of Pennsylvania 1988 — 1994
Business Management with Minor in Accounting
Anthony D'Emilio's Vanguard Experience 2012 - Present
Job Retail Client Service Associate at Vanguard
Industry Financial Services
Experience
Vanguard 2012 - Present
Skills
Leadership, Customer Service, Microsoft Office, Project Management, Investments, Strategic Planning, Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Word, Risk Management
Education
Saint Joseph's University 1988 — 1992
Political Science and Government
St. Joseph's University 1988 — 1992
Bachelor's degree, Political Science and Government
Vanguard 2012 - Present
Skills
Leadership, Customer Service, Microsoft Office, Project Management, Investments, Strategic Planning, Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Word, Risk Management
Education
Saint Joseph's University 1988 — 1992
Political Science and Government
St. Joseph's University 1988 — 1992
Bachelor's degree, Political Science and Government
April Uy's Vanguard Experience August 2005 - Present
Job
Industry Financial Services
Experience
Vanguard August 2005 - Present
ERNST&YOUNG October 2003 - 2005
Skills
Management, Microsoft Excel, Microsoft Word, PowerPoint, Leadership
Education
Saint Joseph's University 1999 — 2003
Bachelor of Science (BS), Accounting
Vanguard August 2005 - Present
ERNST&YOUNG October 2003 - 2005
Skills
Management, Microsoft Excel, Microsoft Word, PowerPoint, Leadership
Education
Saint Joseph's University 1999 — 2003
Bachelor of Science (BS), Accounting
Kathryn Borkowski's Vanguard Experience December 2006 - Present
Job Senior Manager at Vanguard
Industry Financial Services
Experience
Vanguard December 2006 - Present
Vanguard January 1999 - December 2006
Vanguard May 1994 - January 1999
Skills
Management, Marketing Communications, Writing, Strategic Planning, Technology Planning
Education
Saint Joseph's University
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)
West Chester University of Pennsylvania
Master of Arts (M.A.), English Literature (British and Commonwealth)
Vanguard December 2006 - Present
Vanguard January 1999 - December 2006
Vanguard May 1994 - January 1999
Skills
Management, Marketing Communications, Writing, Strategic Planning, Technology Planning
Education
Saint Joseph's University
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)
West Chester University of Pennsylvania
Master of Arts (M.A.), English Literature (British and Commonwealth)
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments