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
Vanguard January 2006 - Present
Vanguard June 2003 - January 2006
Skills
CRM, Financial Services, Retirement, Record Keeping, Data Conversion, Payroll Conversions
Education
Arizona State University
Bachelor's degree, Economics
OppenheimerFunds July 2012 - Present
Vanguard May 2006 - June 2012
Skills
Coaching, Team Leadership, Staff Development, Series 7, Series 63, FINRA
Education
Arizona State University 2003 — 2005
Bachelor of Arts (B.A.), Political Science and Sociology
University of Colorado at Boulder 2001 — 2002
Vanguard May 2015 - Present
JPMorgan Chase & Co. May 2014 - February 2015
United States Marine Corps September 2006 - May 2011
Skills
Microsoft Office, Communication, Problem Solving, Leadership Development, Finance, Customer Service
Education
University of Arizona, Eller College of Management 2015 — 2016
Master of Business Administration (M.B.A.), Accounting and Finance
Arizona State University 2011 — 2014
Bachelor's Degree, Magna cum laude
Vanguard November 1997 - Present
Wells Fargo Advisors September 1990 - July 1997
Skills
Leadership, Business Planning, Process Improvement, Customer Service, Financial Services, Mutual Funds, Coaching, PowerPoint, Strategic Planning, Microsoft Office, Microsoft Excel, Business Strategy, Employee Benefits, Microsoft Word, Start-ups, Retail, Personal Development, Sales, Relationship Management, Leadership Development, Caregiver, Investments
Education
Arizona State University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Phoenix College
Associate of Arts (A.A.), Business Administration and Management, General
Vanguard October 2014 - Present
Vanguard September 2013 - September 2014
Vanguard February 2012 - September 2013
Skills
Customer Service, Series 63, Financial Services, Microsoft Excel, Financial Analysis, Microsoft Word
Education
Arizona State University 2008 — 2011
Bachelor of Science (B.S.), Finance, General
Vanguard June 2011 - Present
Vanguard January 2008 - June 2011
Vanguard August 2005 - January 2008
Skills
Relationship Management, Strategic Consulting, Defined Contribution, QKA, Series 6, Series 63, CRM, Project Management, Mutual Funds, ERISA, Asset Allocation, Portfolio Management, Retirement Planning, Retirement, Financial Services, Investments, Mergers, Finance, Banking, 401k, Process Improvement, Risk Management, Customer Service, Leadership, Business Planning, Business Analysis
Education
Arizona State University 2000 — 2005
Bachelor of Science (BS)
Red Mountain High School 1998 — 2000
USAA April 2014 - Present
Vanguard January 2014 - March 2014
Arizona Central Credit Union August 2010 - December 2013
Discover Financial Services December 2008 - August 2009
Wells Fargo September 2006 - July 2008
Skills
Mortgage Lending, Credit, Loans, Sales, Mutual Funds, Banking, Commercial Banking, Investment Banking, Fraud Detection, Credit Cards, Debit Cards, Property & Casualty...
Education
Arizona State University 2006 — 2013
Bachelor's degree, Business/Corporate Communications, 3.0
KeyBanc Capital Markets May 2014 - July 2014
Chat Sports, Inc. March 2014 - May 2014
USAA April 2008 - February 2013
Vanguard September 2006 - April 2008
Skills
Investment Banking, Leveraged Finance, Financial Modeling, Mergers & Acquisitions, Microsoft Excel, Financial Accounting, LBO, Financial Analysis, Leveraged Lending, Strategy, Financial Statements, Finance, Valuation, Excel models, Banking Relationships, Investment Advisory, Strategic Financial..., Investments, Start-ups, Financial Reporting, Entrepreneurship, Start-up Ventures, Investment Strategies, Corporate Finance, Data Analysis, Business Strategy, Leadership
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Emphasis in Finance and Strategy
Arizona State University 2011 — 2012
Bachelor of Arts (B.A.), Spanish
Arizona State University 2002 — 2007
Bachelor of Arts (B.A.), Political Science
Vanguard June 2014 - Present
Wells Fargo May 2013 - May 2014
Wells Fargo April 2010 - May 2013
Wells Fargo January 2009 - April 2010
Skills
Series 7, Banking, Internal Audit, Portfolio Management, Credit, Finance, Cash Management, Loans, Financial Analysis, GAAP, Retail Banking, Mergers, Commercial Banking, Accounting, Financial Services, Series 63, Bloomberg Terminal
Education
Arizona State University 2012 — 2014
Bachelor of Science (B.S.), Economics
Vanguard May 2011 - Present
Arizona State University May 2012 - Present
Wireless Advocates January 2008 - May 2011
Skills
Client relationship..., Investments, Mutual Funds, Asset Management, Retirement planning, Brokerage, Relationship Management, Customer Service, Series 63, Microsoft Excel, Microsoft Office, Series 7, Finance, Wealth Management, ETFs, Securities, CRM, Retirement Planning
Education
Arizona State University, W. P. Carey School of Business 2014 — 2016
Master of Business Administration (MBA), Finance/Entrepreneurship
Arizona State University 2008 — 2010
Bachelor of Applied Science (BASc), Applied Science
Mesa Community College 2004 — 2006
Associate of Science (AS), Applied Science
Vanguard December 2014 - Present
The Lavidge Company November 2013 - November 2014
DMB Realty Network January 2013 - September 2013
Freeport-McMoRan Copper & Gold Inc. August 2011 - September 2012
Freeport-McMoRan Copper & Gold Inc. August 2008 - August 2011
Freeport-McMoRan Copper & Gold Inc. May 2004 - August 2008
Greater Phoenix Convention & Visitors Bureau January 2008 - May 2008
East Valley Tribune May 2007 - September 2007
The State Press (ASU Student Media) January 2006 - December 2006
A2Z Magazine January 2006 - December 2006
Skills
Public Relations, Social Media, Project Management, Microsoft Office, Strategy, Corporate Social..., Marketing, Web Content, Photoshop, Project Coordination, Newsletters, Advertising, Social Media Marketing, Volunteer Management, People Skills, Editing, Cybergrants, Sustainability Reporting, Database Administration, Online Advertising, MicroEdge GIFTS, Concur, News Writing, Budget Reconciliation, Live Meeting, Meeting Planning, Meeting Scheduling, Connecting People, InDesign, Online Marketing, WordPress, Constant Contact, Campaign Monitor, Human Resources, Lotus Notes, Workday
Education
Arizona State University 2005 — 2008
Bachelor's degree, Communication, Journalism, and Stragic Media
Scottsdale Community College 2003 — 2005
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
ISOS Group
GRI Certified Sustainability Reporting Course, Sustainability Reporting
Boston College
Institute on Corporate Citizenship, Corporate Citizenship
Navy Federal Credit Union May 2011 - Present
USAA May 2005 - November 2009
Vanguard December 2004 - May 2005
Qwest Communications 1998 - 2000
The Walt Disney Company 1992 - 1993
Skills
Wealth Management, Investments, Series 7, Insurance, Financial Planning
Education
Arizona State University
BA, Political Science
Charles Schwab September 2013 - Present
Arizona Autism United 2013 - 2013
Millie's Hallmark 2012 - 2013
Deutsche Bank 2011 - 2012
Deutsche Bank 2009 - 2010
Vanguard 2007 - 2009
Skills
Customer Service, Customer Satisfaction, Organizational..., Business Process..., Long-term Customer..., Merchandising, Retail, Store Management, Loss Prevention, Process Efficiency, Profit
Education
St. Mary's University College, London UK
Post Graduate Certificate in International Business
Arizona State University
Bachelor's Degree
Bank of the West May 2015 - Present
Bank of America December 2013 - May 2015
Wells Fargo July 2001 - December 2013
Vanguard February 1998 - December 2000
Skills
Sales, Credit Underwriting, Portfolio Management, Credit, Banking, Leadership, Commercial Lending, Loans, SBA, Lines Of Credit, Cash Management, Management
Education
Arizona State University 1995 — 1997
Bachelor of Arts, Sociology
St. Cloud State University 1993 — 1995
City of Tulsa June 2015 - Present
Town of Wickenburg May 2014 - June 2015
Center for the Future Arizona- Beat The Odds Institute February 2014 - May 2015
City of Phoenix October 2013 - December 2013
Arizona State University September 2013 - December 2013
Norton Center for Social & Environmental Justice August 2013 - December 2013
MEDIQUS Asset Advisors, Inc. May 2008 - August 2013
Kaplan Financial October 2007 - April 2008
Vanguard August 2005 - July 2007
Skills
Public Policy, Public Administration, Report Writing, Research, Data Analysis, Nonprofits, Local Government, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Data Collection, FINRA, Series 6, Compliance, Research and Analysis, Economic Development, Municipal Operations, Website Redesign, Business Development, Project Management, Presentations, Public Speaking, Relationship Building, Client Management, Budget Analysis, Administrative Support, Financial Management &...
Education
Arizona State University 2013 — 2015
Master of Public Administration (MPA), Urban Management
Arizona State University 1999 — 2005
Bachelor of Arts (BA), Broadcast Journalism
Arizona State University
Urban Management Concentration, Public Administration
Vanguard July 2015 - Present
Merrill Edge April 2014 - July 2014
T-Systems November 2011 - March 2014
CBRE March 2011 - July 2011
P.F. Chang's 2009 - 2011
Skills
Contract Negotiation, Sales Process, Due Diligence, Strategic Planning, Sales, Sarbanes-Oxley Act, Risk Management, Financial Modeling, Marketing Strategy, Pricing, Microsoft Excel, Sales Management, Microsoft Office, New Business Development, Finance, Recruiting, Financial Reporting, Reporting & Analysis, Project Management, Management, Process Improvement, Time Management, Customer Service, Human Resources, Accounts Payable, Accounting
Education
Arizona State University 2008 — 2010
B.S. Global Management & Leadership, Finance
Long Island University, C.W. Post Campus 2007 — 2008
Business
Palomar College 2006 — 2007
Northern Arizona University 2004 — 2006
Business
Seton Catholic 2000 — 2004
Silicon Valley Bank March 2015 - Present
Vanguard January 2011 - March 2015
Costco Wholesale March 2006 - April 2011
Skills
Customer Service, Sales, Forecasting, Analysis, Microsoft Excel, Accounting, Merchandising, Project Planning, Retail, PowerPoint, Microsoft Office, Microsoft Word, Time Management, Customer Satisfaction, Inventory Management, Leadership, Trading, Mutual Funds, Outlook, Social Media, Commercial Banking
Education
Arizona State University 2005 — 2009
Bachelor of Science (B.S.), Global Business/Financial Management
vanguard May 2010 - Present
Vanguard April 2004 - May 2008
Vanguard January 2000 - April 2004
Fiesta bowl January 1996 - February 1998
Skills
Coaching, Leadership, Team Leadership, Project Management, Series 7, Series 63, Customer Service, Compliance, Fraud, Six Sigma, Team Building, Recruiting, Interviews, Investments, Mutual Funds, Consulting, Call Centers, Equities, Financial Analysis, Financial Services, Series 6
Education
Arizona State University
Bachelor of Arts (B.A.), Political Science and Government
Griffin Capital Securities, Inc. August 2015 - Present
Vanguard July 2013 - August 2015
Independent Financial Group LLC May 2012 - August 2012
Arizona State University August 2009 - April 2012
Skills
Communication, Business Relationship..., Sales & Marketing..., Problem Solving, Tenacious Work Ethic, Investments, Customer Service, Public Speaking, PowerPoint, Leadership, Social Media, Team Leadership, Microsoft Excel, Analysis, CRM, Critical Thinking, Finance, Financial Analysis, Microsoft Office, Sales, Social Networking, Teamwork, Microsoft Word, Fundraising, Public Relations, Time Management, Management, Accounting, Marketing, Spanish, Data Entry, Social Media Marketing, Risk Management, Outlook, Data Analysis, Facebook, Research, Access
Education
Arizona State University 2009 — 2013
BS, Finance, General
Arizona State University - W. P. Carey School of Business
Vanguard April 2015 - Present
The Vanguard Group June 2011 - Present
Vanguard February 2008 - June 2011
Vanguard August 2007 - February 2008
Skills
Series 63, Series 7, Series 6, Mutual Funds, ETFs, Asset Allocation, Retirement, Investments, Securities, Alternative Investments
Education
Arizona State University 2002 — 2006
Global Business, Marketing
Vanguard April 2011 - Present
Vanguard July 2006 - April 2011
Skills
FINRA Licensed Series 6..., MBA Emphasis in..., Team Building, Cross-functional Team..., Coaching, Volunteering, Training
Education
Arizona State University 2010 — 2012
MBA, Leadership
University of Arizona 2002 — 2006
BS, Communication
Western Alliance Bank July 2013 - Present
The Berry Company July 2012 - March 2013
Boulder Valley Credit Union 2011 - 2012
Vanguard September 2009 - April 2011
LendSmart Mortgage January 2009 - September 2009
Skills
Accounting, Financial Reporting, Financial Analysis, Microsoft Excel, Accounts Payable, Accounts Receivable, Account Reconciliation, General Ledger, Financial Accounting, Microsoft Office, Microsoft Word, Investments, Process Improvement, Analysis, Budgets
Education
Arizona State University 2006 — 2008
Bachelor of Science (BS), Economics
Wells Fargo Home Mortgage January 2013 - Present
Merrill Lynch October 2011 - Present
Vanguard August 2009 - February 2011
Charles Schwab December 1995 - July 2002
Skills
Human Resources, Talent Acquisition, Strategic Planning, Marketing, Sales
Education
Arizona State University 1992 — 1995
BA, Psychology
National Residential Mortgage, A Heartland Financial USA Company November 2011 - Present
Vanguard May 2011 - November 2011
Envoy Mortgage September 2010 - March 2011
PrimeLending August 2008 - September 2010
CTX Mortgage October 2002 - August 2008
Skills
Training, Recruiting, Management, Loans, Operations Management, Onboarding, Time Management, Data Entry
Education
Arizona State University 1998 — 2002
Bachelor of Science (B.S.), Marketing
Vanguard July 2014 - Present
Vanguard October 2013 - July 2014
The Pool Steward September 2012 - October 2013
Road Runner Sports September 2012 - March 2013
Skills
Time Management, Fundraising, Non-profit Leadership, Learning Quickly, Maintaining A Positive..., Long Distance Running, Pool Service, Investments, Mutual Funds, Series 7, Series 63, Financial Planning, Training & Development, Personal Income Tax..., Customer Service, Leadership, Financial Services, Customer Relationship..., Finance, Exercise, Sales, University Relations, Brokerage
Education
Arizona State University 2009 — 2012
Bachelor of Science (BS), Communication, General
Shadow Mountain High School 2005 — 2009
High School Diploma
Vanguard July 2014 - Present
Vanguard January 2014 - July 2014
Vanguard 2010 - January 2014
Vanguard 2008 - 2010
Vanguard 2006 - 2008
Vanguard 2004 - 2006
Vanguard 2003 - 2004
Vanguard 2002 - 2003
Vanguard 1999 - 2002
Skills
Series 6, Relationship Management, Series 63, Marketing Communications, Social Media, Customer Service, Project Management
Education
Arizona State University
BA, English
Mercer January 2015 - Present
Vanguard June 2013 - November 2014
Epiq Systems May 2012 - May 2013
American Campus Communities June 2010 - May 2012
Kyrene School District November 2006 - August 2010
Skills
Financial Analysis, Teamwork, Customer Service, Microsoft Word, Team Leadership, Data Analysis, Marketing, Market Research, Microsoft Excel, PowerPoint, Series 7, Series 63, Mutual Funds, Brokerage, Asset Allocation, Financial Economics, Corporate Finance, Research, Strategic Planning, Spanish, International Economics, Business Economics, Managerial Finance, Leasing, Long-term Customer..., Highly motivated..., Customer Satisfaction, Organizational..., Financial Accounting, Facebook, Social Networking, Access, Leadership
Education
Arizona State University 2009 — 2013
Bachelor of Science (B.S.), Economics & Finance
Arizona State University, W. P. Carey School of Business 2009 — 2013
Bachelor of Science (B.S.), Economics & Finance
Macquarie Group February 2012 - Present
WJB Capital Group, Inc. February 2009 - January 2012
Gaggle of Chicks (www.gaggleofchicks.com) June 2010 - July 2011
Goldman Sachs November 2000 - May 2007
Vanguard July 1999 - November 2000
Skills
Series 63, Equities, Equity Research, Equity Trading, Hedge Funds, Bloomberg, Securities, Capital Markets, Trading, Series 24, Mutual Funds, Investments, Asset Managment, Series 7
Education
Arizona State University 1995 — 1999
Finance
Go Daddy May 2015 - Present
DHL May 2013 - May 2015
Charles Schwab July 2008 - November 2012
Vanguard June 1996 - July 2008
Wells Fargo Financial May 1993 - November 1997
Skills
Leadership, Financial Services, Mutual Funds, Process Improvement, Team Building, Series 6, Investments, 401k, Relationship Management, Recruiting, Six Sigma, FINRA, Strategy, FINRA Series 6, FINRA 63, ERISA RFP1,RFP2, Retirement Planning, Call Center, Call Center Management, Call Centers, Call Center..., Strategic Leadership, Organizational..., Workforce Management, Coaching, Sales, Employee Benefits, Management, Customer Service, Consulting, Finance, Strategic Planning
Education
Glendale Community College 1985 — 1987
Bachelor of Business Administration (B.B.A.), Business Administration
Arizona State University
Cole Capital July 2014 - Present
Vanguard May 2012 - July 2014
Vanguard April 2008 - April 2012
Vanguard November 2006 - March 2008
Vanguard April 2006 - October 2006
Bandon Dunes Golf Resort May 2005 - December 2005
Skills
Series 7, Series 63, Series 6, Investments, Asset Allocation, Retirement, Retirement Planning, Mutual Funds, ETFs, Financial Analysis, Defined Benefit, Defined Contribution, Wealth Management, 401k, Investment Strategies, FINRA, Investment Advisory, Financial Services, Business Development, IRAs, High Net Worth...
Education
Arizona State University, W. P. Carey School of Business 2011 — 2013
Master of Business Administration (MBA), Entrepreneurial and Small Business Operations
Arizona State University 2001 — 2005
BS, Agribusiness/Agricultural Business Operations
Vanguard December 2007 - Present
AIG Financial Advisors June 2005 - November 2007
Arizona State Retirement System July 2003 - June 2005
Kronos Connect October 2002 - July 2003
ING April 1998 - July 2002
Skills
Leadership Development, Coaching, Performance Management, Organizational..., Call Center, Change Management, Call Centers, Project Management, Customer Service, Leadership, Vendor Management, Business Process..., Business Strategy, Operations Management, Customer Experience, Talent Management, Process Improvement, CRM, Strategic Planning, Business Development, Program Management, Business Analysis, Relationship Management, Risk Management, Series 6
Education
University of Phoenix 1997 — 1999
MAOM, Organizational Management
Arizona State University 1991 — 1996
BA, Psychology
Charles Schwab April 2011 - Present
Firebird Realty 2002 - April 2011
Vanguard February 1996 - April 2011
Skills
Asset Management, Financial Services, Investments, Mutual Funds, Series 63, Series 7, Asset Allocation, FINRA, Retirement, Leadership, Securities, Wealth Management, Relationship Management, Retirement Planning, Management
Education
Arizona State University 1985 — 1989
BS, marketing
Vanguard February 2015 - Present
Randstad 2014 - 2015
Randstad 2013 - 2014
Phoenix National Laboratories 2012 - 2013
Lewis Aerospace June 2007 - August 2007
Skills
Engineering, Mechanical Engineering, Solidworks, Simulink, Labview, Matlab, Analysis, Solid Edge, Microsoft Office, Six Sigma, Design for Manufacturing, Technical Writing, Team Leadership, Product Development, Product Design, Project Management, Modeling, Solidworks Simulation, CES (Material Selection..., Team Learning, Scheduling, Design Thinking, Ideas Development, Mechanics of Materials, Web Development, Design Education, Technical Editing, Budgeting, Qualified Domestic..., Income Tax, Loans, Withdrawals, Rollovers, 401k, 401k Rollovers, IRAs, Roth IRA, Traditional IRA, SEP IRA, Simple IRA, 403 b, Retirement, Retirement Solutions, Needs Analysis, UGMA/UTMA Accounts, Leadership
Education
Arizona State University 2013 — 2013
Certification, Six Sigma Greenbelt
Arizona State University 2006 — 2011
Engineer’s Degree, Mechanical Engineering
Arizona State University August 2015 - Present
Arionza State University January 2013 - Present
Arizona State University January 2013 - March 2015
Prudential Financial 2002 - 2003
Vanguard 2000 - 2002
Atronic Casino Technology 1998 - 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Windows, Teaching, AutoCAD, Strategic Planning, Time Management, Event Planning, Team Leadership, Editing, Matlab, Community Outreach, Weight Training
Education
Arizona State University 2013 — 2017
Engineer's Degree, Construction Engineering and Civil Sustainable Engineering with Business Minor, 3.5
Maricopa Community Colleges 2009 — 2012
Associate's Degree, 2 Associates - General Studies and Associate of Arts, 3.8+
Vanguard November 2013 - Present
Vanguard April 2012 - November 2013
The Vanguard Group March 2011 - April 2012
Wells Fargo Bank December 2009 - March 2011
Coghlan Financial Group June 2009 - October 2009
Keller Williams Realty October 2006 - August 2008
Skills
Technical Analysis, Fundamental Analysis, Equity Trading, Market Research, Margin Analysis, Options Strategies, Business Valuation, Financial Forecasting, Finance, Financial Analysis, Mutual Funds, Analysis, Management, Leadership, Equities, PowerPoint, Microsoft Excel
Education
Arizona State University 2015 — 2017
Master of Business Administration (MBA), Finance
San Diego State University 2007 — 2009
Bachelor of Science (B.S.), Business Finance
West Valley College
Associate's degree, Business Administration and Management, General
Vanguard April 2013 - Present
Vanguard September 2011 - April 2013
MFS Investment Management February 2007 - April 2011
MFS Investment Management September 2003 - February 2007
Law Firm of Guttilla & Murphy January 1999 - August 2003
Skills
Customer Service, Mutual Funds, Training, Financial Services, Leadership, Finance, Management, Software Documentation, Risk Management, Series 63, Series 6, Retirement, Securities, Microsoft Office, Process Improvement, Relationship Management
Education
Arizona State University 2001 — 2003
Bachelor of Science, Global Business, Finance
Glendale Community College 1999 — 2001
Associate of Arts, Global Business
Vanguard May 2015 - Present
Vanguard March 2009 - April 2015
Vanguard January 2005 - March 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Strategic Planning, Team Building, Project Management, Training, Process Improvement, CRM, Technical Writing, Finance, Community Outreach, Relationship Management, Financial Services, Problem Solving, Leadership, Mutual Funds, Series 7
Education
Arizona State University 2002 — 2004
Bachelor's of Arts, Art History, Summa Cum Laude
Mesa Community College 1999 — 2002
Associate of Arts (AA) and GS, General Studies
Potter's House Apothecary May 2015 - Present
PremierTox Laboratory November 2014 - April 2015
Commcare Pharmacy September 2012 - November 2014
Hotel Valley Ho December 2005 - September 2012
Vanguard October 2003 - December 2005
The Ritz-Carlton Hotel Company LLC January 2000 - March 2003
Skills
Hospitality, Hospitality Management, Hospitality Industry, Hotels, Catering, Food & Beverage, Restaurants, Hotel Management, Banquets, Resorts, Event Planning, Menu Development, Micros, Event Management, Tourism, Training, Time Management, Revenue Analysis, Meeting Planning, Customer Service, Team Building, Sales, Healthcare, Pre-opening, Leadership
Education
Arizona State University 1999 — 2003
BAC, Communications
Vanguard May 2015 - Present
Vanguard June 2012 - May 2015
BackFit Chiropractic and Rehab December 2011 - June 2012
St. Cloud Chiropractic Clinic September 2009 - November 2011
Skills
Investments, Sales Management, Customer Service, Retirement, Sales, Mutual Funds, Portfolio Management, Retirement Planning, Strategic Financial..., Insurance, Mortgage Lending, Relationship Management, Finance, Small Business, Series 7, Loans, Microsoft Excel, Microsoft Word, Public Speaking, Social Media Marketing, Team Building
Education
Arizona State University 2013 — 2015
Bachelor's degree, Communication, General
Rasmussen College-Minnesota 2008 — 2010
Business Management, Marketing and Sales
Matrix Financial Services Inc 2008 - Present
Vanguard August 2007 - July 2008
Vanguard January 2005 - August 2007
American Airlines February 1986 - February 2005
Skills
Wealth Management, Mutual Funds, Portfolio Management, Financial Services, 401k, Asset Allocation, Relationship Management, Investments, Banking, Customer Service, Series 63, Asset Management, Financial Analysis, Series 6, RPF-1 & RPF-2, Microsoft Suites, Time Management, Finance, Retirement Plan..., Pension Plan..., Team Building, DMAIC
Education
American Society of Pension Professionals & Actuaries 2011 — 2011
Retirement Plan Fundamentals Part 1 and Part 2 (RPF-1 & RPF-2)
The American College 2006 — 2008
CFP & ChFC
Arizona State University 2002 — 2004
Bachelor of Arts (B.A.), Global Business & Finance, Summa Cum Laude
Cleveland State University 1988 — 1990
Bachelor of Science in Global Business, major in Finance, Finance, General
Vanguard May 2014 - Present
Wells Fargo April 2011 - May 2014
Skills
Loans, Credit, Banking, Mortgage Lending, Credit Analysis, Commercial Banking, Portfolio Management, Commercial Lending, Small Business Lending, Loan Origination, Retail Banking, Consumer Lending
Education
Arizona State University
Bachelor of Science (BS), Economics
Citrix June 2014 - Present
Vanguard 2013 - 2014
Beau Dietl & Associates 2012 - 2013
Skills
Cloud Computing, Salesforce.com, Account Management, Strategic Planning, Sales, Customer Service, SaaS, Leadership, Solution Selling, Sales Operations, New Business Development, Sales Force Development, Business Intelligence, Risk Management, Lead Generation, Business Planning, Team Leadership, Entrepreneurship, Team Building, Microsoft Office, Management, Organizational..., Project Management, Training, Asset Management, Equities, Business Process..., Trading, Financial Modeling, Financial Analysis, Public Speaking, Business Alliances, Matlab, Python, Series 6, Series 7, Series 63, Mobility Apps, PaaS, CRM, Direct Sales, Sales Process, Strategic Partnerships, Business Development, B2B, Business Strategy
Education
Arizona State University
Bachelor of Science (B.S.), Justice Studies
University of Maine
Business Administration
Shutterfly Inc. May 2014 - Present
Shutterfly November 2011 - May 2014
Vanguard January 2011 - September 2011
Arizona State University August 2007 - December 2010
Arizona State University May 2008 - August 2009
Skills
Recruiting, Leadership, College Recruiting, Talent Acquisition, Onboarding, Applicant Tracking..., Management, Job Fairs, Human Resources, Time Management, Employee Relations, Jobvite, Social Networking, Technical Recruiting, Sourcing, Talent Management, Internet Recruiting, Social Media, Microsoft Office, PeopleSoft, Dashboard, Training, Temporary Placement, Contingent Workforce
Education
Arizona State University 2007 — 2010
BA, English-Literature
Vanguard August 2015 - Present
Vanguard August 2010 - August 2015
Vanguard September 2009 - August 2010
Vanguard September 2007 - September 2009
Vanguard May 2004 - September 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Access, Minitab, Microsoft Word, Quality Assurance, Data Analysis, Statistical Concepts, Process Improvement, Customer Service, Risk Management, Business Development, Leadership, Access
Education
Arizona State University 2001 — 2003
Global Business, Finance, General
Paradise Valley Community College 1999 — 2001
Associate of Arts (AA), Business, Management, Marketing, and Related Support Services
CBIZ MHM, LLC June 2015 - July 2015
The Seamans family October 2013 - May 2015
Heinfeld Meech & Co June 2014 - June 2014
CBIZ MHM, LLC May 2014 - May 2014
The Hinrich Household August 2013 - May 2014
Vanguard 2014 - 2014
The Egg I am May 2013 - August 2013
Yasu Sushi Bistro May 2013 - August 2013
Delta Gamma January 2012 - January 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Facebook, Leadership, Customer Service, Childcare, PowerPoint, Time Management, Event Planning, Community Outreach, Fundraising
Education
Arizona State University 2015 — 2016
Master’s Degree, Accounting
University of Arizona 2011 — 2015
Bachelor's Degree, Accounting and Finance
University of Arizona, Eller College of Management 2011 — 2015
BS, Accounting and Finance
Prudential Financial January 2013 - Present
Long Ridge Management, Inc. August 2009 - January 2013
The Standard February 2008 - August 2009
Vanguard March 2005 - February 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Teaching, Budgets, Public Speaking, Strategic Planning, Negotiation, Project Management, MS Project, Project Coordination, OMNI, Business Planning, CRM, Management, Business Analysis
Education
Arizona State University 2004 — 2006
Master of Business Administration (MBA)
Ursinus College 1993 — 1997
Bachelor of Arts (BA), Politics
Vanguard August 2015 - Present
Chelsea's Kitchen April 2013 - Present
Riot Hospitality Group February 2015 - May 2015
El Hefe Scottsdale December 2014 - May 2015
Gianna Nicole Inc. April 2014 - December 2014
Caffe Boa July 2012 - March 2013
University of Arizona Scholarship Office January 2012 - June 2012
Skills
Marketing, Advertising, Event Management, Microsoft Word, Leadership, Sales, Modeling, Hospitality Industry, Microsoft Office, On-air Hosting, On-air Experience, Service Management, Customer Service, Social Media Marketing, Marketing Communications, Leadership Development, Event Planning, Facebook, Instagram, Social Networking, Operations Management, Public Speaking, Strategic Planning, Microsoft Excel, Management, PowerPoint, Research, Project Management
Education
Arizona State University 2012 — 2015
Bachelors of Interdisciplinary Studies, Marketing; Special Events Management, Senior
Vanguard June 2013 - Present
Sakebomber Sushi & Grill June 2012 - May 2013
Excel Gymnastics Academy August 2007 - August 2009
Skills
Communication, Problem Solving, Teamwork, Leadership, Close Attention to..., Public Speaking, Time Management, Listening to customers, Negotiation, Organization, Microsoft Word, Microsoft Excel, Customer Service, Strategic Communications, Crisis Management
Education
Arizona State University 2009 — 2013
Bachelor's degree, Communication, General
Arizona State University 2009 — 2013
Minor, Justice Studies
Vanguard September 2014 - Present
Keller Williams Realty, Inc. October 2012 - May 2013
Verizon Wireless August 2011 - July 2012
The Home Depot January 2011 - July 2011
Ecofirst Pest Control April 2010 - June 2010
LDS Church June 2006 - May 2008
Skills
Marketing Strategy, PowerPoint, Business Planning, Strategic Planning, Entrepreneurship, Business Strategy, Public Speaking, Sales, Cold Calling, Leadership, Management, Team Building
Education
Arizona State University 2012 — 2014
Bachelor's Degree, Business (Communication)
Scottsdale Community College 2010 — 2011
Associate of Arts, Business
University of California-San Francisco Cochlear Implant Center February 2012 - Present
University of California-San Francisco Audiology Clinic July 2010 - January 2012
Vanguard September 2004 - August 2007
Skills
Healthcare, Aural Rehabilitation, Audiology, Clinical Research, Retirement, Pediatrics, Public Speaking, Series 6, Customer Service, Microsoft Excel, Research, PowerPoint, Strategic Planning, Microsoft Office, Microsoft Word, Cochlear Implants, Hospitals, Rehabilitation
Education
Arizona State University 2007 — 2011
Doctor of Audiology (AuD), Audiology
University of Wisconsin-Madison 2000 — 2004
Bachelor of Science (B.S.), Communicative Disorders
Vanguard July 2010 - Present
Skills
Microsoft Excel, PowerPoint, Photoshop, Spanish
Education
Arizona State University 2005 — 2010
Bachelor of Arts (BA), Communication and Media Studies
First Solar July 2014 - Present
Quest Resource Holding Corporation March 2012 - July 2013
Vanguard April 2006 - March 2012
Skills
Investments, Series 63, Strategic Planning, Series 7, Microsoft Office, Mutual Funds, Securities, FINRA, Equities, Customer Service, Microsoft Excel, Series 24, Risk Management, Project Management, Contract Negotiation, Finance, CRM, Financial Analysis, Strategic Financial..., Leadership, Financial Services, Portfolio Management, Management, Market Research, Sales, 401k, Analytics, Relationship Management, Strategy, Retirement, Mergers & Acquisitions, Financial Planning
Education
Utica College of Syracuse University 2012 — 2014
Master of Business Administration (MBA), Economic Crime and Risk Management
Arizona State University 2003 — 2005
B.A., English Literature
Gilbert HIghschool
Mass Mutual February 2011 - Present
Vanguard October 2008 - February 2011
Education
Arizona State University 2004 — 2006
Estrella Mountain Community College 2002 — 2004
AAS, Business Supervision and Leadership
Vanguard July 2008 - Present
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Valuation, Financial Reporting, Strategic Financial..., Investments, Finance, Portfolio Management, Capital Markets, Equities, Risk Management, ETFs, Mutual Funds, Bloomberg, Financial Planning, Banking
Education
Arizona State University 1998 — 2003
BIS, Economics
Vanguard September 2007 - Present
National Audubon Society January 2002 - July 2007
Botanic Gardens Conservation International January 1998 - January 2002
The Academy of Natural Sciences of Drexel University April 1995 - January 1998
RHODUS Marketing Communications January 1986 - April 1995
Skills
Strategic planning, Project Management, Team Leadership, Institutional..., Executive..., High Net Worth..., Crisis Communications, Non-profit Board..., Major Donor Cultivation, Fundraising, Creative Direction, Creative Concept Design, News Writing, Grant Writing, Proposal Writing, Creative Writing, Event Planning, Management, Copywriting, Marketing Communications, Strategic Planning, Leadership
Education
Arizona State University
Master's Degree, Communication Design, 3.97
Arizona State University
Bachelor's Degree, Art/Art Studies, General, 3.95
Los Compadres February 2014 - Present
Vanguard December 2013 - February 2014
Vanguard July 2012 - August 2013
Vanguard January 2010 - July 2012
The Vanguard Group September 2008 - January 2010
Vanguard February 2006 - September 2008
Skills
Restaurant Management, Restaurant Marketing, Catering, Marketing Strategy, Social Media Marketing, Menu Engineering, Event Planning, Restaurants, Customer Service, Food Cost Analysis, Change Management, Management, Series 7, Financial Services, Project Management, Series 6, Series 63, Leadership, series 26, Operations Management, SharePoint
Education
Arizona State University 2002 — 2006
Bachelor of Science (BS), Global Business - Marketing
Vanguard February 2014 - Present
University of Phoenix August 2010 - January 2014
Gallery Home Concepts, LLC November 2007 - June 2010
Skills
Retaining Customers, Series 7, Series 63, Mutual Funds, Investments, Stocks, Bonds, 529 Plans, Broker-Dealer, Brokerage, Leadership, Staff Development, Student Affairs, Public Speaking, Adult Education, Strategic Planning, Budgets, Customer Service, Customer Satisfaction, Customer Relations, Job Coaching, Employee Training, Roth IRA, Traditional IRA, Trust Services, ETFs, Ethics, Construction, Custom Remodeling, Real Estate
Education
University of Phoenix 2010 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
Arizona State University 1999 — 2003
Bachelor of Interdisciplinary Studies, Business and Communication
Rockland Trust July 2005 - Present
Vanguard February 1999 - July 2005
Skills
Investment Management, Financial Analysis, Asset Allocation, Wealth Management, Portfolio Management, Management, Business Development, Banking, Personal Financial..., Client Relations Skills, Strategic Planning, Risk Management, Investment Strategies, Mutual Funds, Equities, Strategic Financial..., Fixed Income, Finance, Retirement Planning, Retirement, Financial Planning
Education
Arizona State University 2000 — 2002
Master of Business Administration (MBA), Finance, General
University of Massachusetts, Amherst 1986 — 1990
Bachelor of Science (BS), Resource Economics
Vanguard October 2011 - Present
Charles Schwab May 2008 - October 2010
Charles Schwab November 2006 - May 2008
Bank of America December 1998 - September 2006
Skills
Banking, Series 7, Securities, Uniform Combined State..., Financial Services, Commercial Banking, Portfolio Management, Series 63, Brokerage, Investments, Mutual Funds, Treasury Management, Executive Management, PowerPoint, Asset Allocation, Asset Management, Equities, FINRA, Retirement Planning, Wealth Management, Alternative Investments, Bonds, Fixed Income, Relationship Management, Retirement, Strategic Financial..., Financial Planning
Education
Arizona State University 2000 — 2004
BA, Sociology
Merrill Edge January 2013 - Present
Merrill Edge September 2011 - December 2012
Vanguard June 2008 - August 2011
Vanguard May 2006 - June 2008
Skills
Financial Services, Microsoft Office, Series 7, Series 63, Customer Service, Securities, Financial Analysis, Financial Modeling, Mutual Funds, Investments, Financial Markets, Research, Retirement, Relationship Management, Microsoft Word, Social Media, Equities, Fixed Income, Sales Management
Education
Arizona State University 2000 — 2005
Bachelors, Business and Sociology
Vanguard August 2015 - Present
Capital Group June 2005 - June 2015
Liberty Mutual Insurance 2003 - 2005
Prudential Financial 1988 - 2003
Skills
Project Management, Performance Management, Mutual Funds, Financial Services, Equities, Fixed Income, Investment Management, Series 6, Employee Relations, Recruiting, Call Centers, Leadership, Risk Management, Relationship Management, Insurance, Business Analysis, Management, Customer Service, Vendor Management, Process Improvement, Team Building
Education
University of Phoenix 2002 — 2005
Master of Business Administration (MBA), Human Resources Management
Arizona State University
Bachelor's degree, Social and Behavioral Science
Vanguard June 2002 - Present
Education
Arizona State University 1996 — 2000
Vanguard March 2014 - Present
Vanguard December 2009 - March 2014
Vanguard January 2008 - December 2009
Vanguard August 2007 - January 2008
Vanguard December 2004 - August 2007
Skills
Leadership Development, Recruiting, Editing, Coaching, Writing, Building Relationships, Series 63, Management, Training, Series 7, Program Management, Process Improvement, Mutual Funds
Education
Arizona State University
B.A., English
Wayne State College
English
J.P. Morgan March 2011 - Present
Vanguard May 1996 - December 2010
Education
Arizona State University 1999 — 2001
MBA, Finance
Cole Capital July 2014 - Present
Cole Capital January 2013 - July 2014
Cole Capital September 2007 - January 2013
Cole Capital March 2006 - September 2007
Cole Capital April 2005 - March 2006
Vanguard January 2005 - April 2005
Skills
Asset Management, Mutual Funds, Investments, Securities, Alternative Investments, Management, Financial Services, Portfolio Management, Strategic Planning, Customer Service
Education
Arizona State University 2000 — 2004
Vanguard September 2012 - Present
Lisa Schupbach Fine Art January 2000 - Present
JW Marriott Resort, Phoenix, AZ March 2010 - March 2011
GN Security Consulting February 2009 - February 2010
Aerodynamics Inc. February 2003 - June 2008
Skills
Microsoft Suites, Visual Arts, Galleries, Teaching, Project Management, New Business Development, Business Analysis, Project Coordination, Project Planning, Acting, Modeling
Education
Arizona State University 1996 — 1999
Bachelor of Fine Arts (B.F.A.), Painting
Phoenix College
Emergency Medical Tech Basic course
EPS (Emergency Professional Services) at Banner Health facilities BE, GS, DC, IW October 2009 - Present
TOS, LLC January 2011 - July 2012
Alpha Homes Management Company August 2000 - June 2011
Vanguard June 2008 - August 2009
Rai & Barone July 2007 - May 2008
Campus Living Villages March 2006 - July 2007
Arizona State University January 2007 - May 2007
Neighborhood Ministries August 2006 - May 2007
Arizona State University August 2006 - May 2007
Arizona State University January 2006 - May 2007
Skills
Public Speaking, PowerPoint, Fundraising, Spanish, Photoshop, Notary Public, MS Office Suite, Excel, Planning, Team Leadership, Problem Solving, Teamwork, Organizing, Microsoft Office, Mentoring, Portrait Photography, Digital Photography, Customer Service, Time Management, Staff Training and..., At Multitasking, Social media content..., Client Relationships..., Contract Management, E-communications, Client Relations, Community Outreach, Event Planning, Leadership, Microsoft Excel, Research, Social Media
Education
Arizona State University 2010 — 2013
Life Science
Universidad Autónoma de Guadalajara 2010 — 2010
A
Arizona State University 2006 — 2007
bachelor of communication, Communication
Xavier College Preparatory 2000 — 2004
High School Diploma, High School
Vanguard October 2014 - Present
Vanguard January 2013 - October 2014
Mercer Advisors August 2012 - December 2012
Computershare April 2009 - August 2011
Boch Automotive June 2008 - October 2008
Prime Acura/Clair Acura May 2007 - May 2008
Skills
Business Development, Customer Service, Microsoft Office, Microsoft Excel, Financial Services, Process Improvement, Team Leadership, Data Analysis, Training, PowerPoint, Microsoft Word, Call Centers, Management, Team Building, Customer Satisfaction, Relationship Management, Project Management, Leadership, Outlook
Education
Arizona State University 2011 — 2012
Bachelor's degree, Organizational Studies, 4.0
Wheaton College (MA) 2001 — 2004
Psychology
Vanguard October 2006 - Present
Bank of America June 2003 - October 2006
City of Phoenix January 2002 - August 2004
First USA July 1999 - December 2001
Education
Arizona State University 1999 — 2003
Bachelor of Science (B.S.), Justice Studies
Vanguard July 2014 - Present
Vanguard August 2010 - July 2014
Costco Wholesale April 2006 - February 2008
Skills
Series 7, Series 63, Microsoft Excel, Thompson One, Microsoft Office, Business Strategy, Bloomberg Terminal, Financial Analysis, CRM, Asset Allocation, Investments, Finance, Bloomberg, Mutual Funds, Investment Strategies, Securities, Corporate Finance, Financial Services, Investment Management, Asset Management, 401k, Retirement, Retirement Planning, Financial Markets, Economics, Forecasting, Analysis, Series 65, Financial Planning
Education
Arizona State University 2004 — 2008
Bachelor of Science (B.S.), International Finance
Vanguard August 2010 - Present
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Public Speaking, Social Media, English, Leadership, Time Management, Windows, Team Leadership
Education
Arizona State University 2005 — 2010
Bachelor of Science (BS), Finance, General
Charles Schwab June 2015 - Present
Charles Schwab May 2012 - Present
Farmers Insurance January 2012 - August 2012
Vanguard July 2008 - January 2012
Vanguard October 2006 - July 2008
Vanguard July 2005 - October 2006
Skills
Options, Series 7, Risk Management, Securities, Series 6, Series 63, Problem Solving, Whole Life, Financial Analysis, Property & Casualty..., Term Life Insurance, Health Insurance, Anti Money Laundering, Due Diligence, Management, Reporting & Analysis
Education
Arizona State University 2001 — 2005
B.S., Business Administration
Arizona State University
Bachelor's of Science Degree, Business Administration and Management, General
Vanguard May 2014 - Present
Vanguard June 2008 - May 2014
Global Business Brigades September 2007 - May 2008
Cemrock May 2007 - May 2008
Skills
Finance, Retirement Planning, Stock Market, Leadership, DMAIC, Process Improvement, Call Centers, Sales, Series 63, Series 7, Mutual Funds, Investments, Lean Tools, 63 Licenses, 401k, Securities, Marketing, Customer Service, Project Management, Microsoft Excel, Microsoft Office, Strategic Planning
Education
Arizona State University 2010 — 2012
Master of Business Administration (MBA), International Business
University of Arizona, Eller College of Management 2003 — 2008
Business Economics
Phacil, Inc March 2014 - Present
Arizona Army National Guard October 2013 - Present
RigNet June 2013 - March 2014
Arizona Army National Guard April 2008 - October 2013
Phacil, Inc January 2013 - June 2013
Vanguard August 2006 - May 2012
Army National Guard, Afghanistan - Deployed January 2011 - January 2012
Skills
Banking, Leadership, Microsoft Excel, Microsoft Office, Customer Service, Team Leadership, PowerPoint, Financial Analysis, Team Building, Microsoft Word, Training, Series 63, Management, Mutual Funds, Call Centers, Investments, Finance, Sales, Credit, Outlook, Mortgage Lending, Insurance, Human Resources, Life Insurance, Cold Calling, Network Administration, Troubleshooting, Employee Relations, Forecasting, Windows, Sales Management, Account Management, Process Improvement, New Business Development, Social Networking, Negotiation, Business Development, Retail
Education
Mesa Community College 2013 — 2013
Certificate, Network and System Administration/Administrator
Arizona State University 2001 — 2005
Bacholars of Science, Finance, Management
Desert Mountain 1995 — 1999
DeVry University's Keller Graduate School of Management-Arizona
Master's degree, Accounting and Finance
Vanguard August 2013 - Present
Vanguard June 2010 - August 2013
Vanguard November 2008 - June 2010
Vanguard October 2006 - November 2008
Vanguard January 2006 - October 2006
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Investments, Financial Analysis, Financial Services, Finance
Education
Arizona State University
BIS, Business/History
Cerner Corporation September 2015 - Present
Vanguard August 2015 - September 2015
Capital One February 2015 - August 2015
Red crescent Clinic of Alabama August 2014 - January 2015
Essnova Solutions January 2014 - January 2015
Birmingham Islamic Society January 2014 - January 2015
Nth Degree Technology September 2013 - December 2013
Arizona State University July 2012 - September 2013
Arizona State University May 2013 - July 2013
Siemens July 2012 - August 2012
Skills
Power Electronics, Matlab, Pspice, Simulink, PowerWorld, Engineering, Simulations, VHDL, Testing, C++, Renewable Energy, C, MathCAD, Java, Smart Grid, Verilog, PLECS, Xilinx, Visual Basic, Intergraph, ASP.NET, ASP.NET MVC, Geographic Information..., C# 4.0, Arcpy, ArcObjects, Python, ArcMaps, ArcCatalog, Java Enterprise Edition, Spring Framework, Toad, JDBC, PSpice
Education
Fulton school of Engineering, Arizona State University 2012 — 2013
Masters of Science, Electrical Engineering
Arizona State University 2011 — 2013
MSE, electrical
K. J. Somaiya college of engineering 2007 — 2011
B.E, electronics
Mumbai University 2007 — 2011
Bachelor of Engineering (B. E, Electronics Engineering
Vanguard September 2009 - Present
Vanguard July 2007 - September 2009
Skills
Analysis, Customer Service, Finance, Process Improvement, Series 7, Risk Management, Financial Services, Microsoft Excel, Series 6, Series 63, Analytic Problem Solving, Project Management, Problem Management, Research, Change Management, Leadership, Leadership Development, Career Development..., Client Relationship...
Education
Arizona State University
Bachelor’s Degree, Interdisciplinary Studies with Concentration Areas of Business and Economics
Vanguard July 2013 - Present
Fossil October 2008 - May 2013
Skills
Strategic Planning, Sales, Microsoft Excel, Project Management, Sales Presentations, Financial Analysis, Financial Modeling, Financial Risk, PowerPoint, Employee Training, Series 7, Microsoft Office, Teamwork, Public Speaking, Leadership, Time Management
Education
Arizona State University 2010 — 2013
Bachelor of Science (BS), Finance, General
Hanson, Ayala & Assoc / Ameriprise Financial Services, Inc. July 2014 - Present
Merrill Edge / Bank of America July 2013 - June 2014
Vanguard October 2003 - July 2013
American Express February 2003 - June 2003
Adecco Group August 2002 - November 2002
Skills
Mutual Funds, Investments, Customer Service, Microsoft Excel, Series 7, Securities, Management, PowerPoint, Microsoft Office, Outlook, Project Management, Financial Advisory, Microsoft Word, FINRA, Portfolio Management, Proofreading, Retirement Planning, Team Leadership, Financial Services, Research, Asset Managment, Team Building, ETFs, Finance, Asset Allocation, 401k, Investment Strategies, IRAs, Investment Management, Wealth Management, Retirement, Investment Advisory, Wealth Management..., Problem Solving, Public Speaking, Banking, Equities, Teaching, Social Media, Time Management, Strategic Financial..., Risk Management, Relationship Management, Series 66, Radio Broadcasting, Broadcast Journalism, Employee Training, Voiceovers, Photography, Costume Design
Education
American College of Financial Services 2005 — 2007
CFP, Certified Financial Planning
Rio Salado College 2003 — 2003
Certificate, Credit Analysis
Arizona State University 1989 — 1994
BS, Broadcasting
Algonquin Regional High School 1985 — 1989
Diploma, Photography, Theater
Vanguard April 2014 - Present
Ricoh Americas Corporation December 2011 - April 2014
GameStop October 2011 - December 2011
Borders Books May 2011 - September 2011
Phoenix New Times Newspaper August 2010 - March 2011
Borders June 2008 - February 2010
Barnes and Noble College Bookstores July 2007 - May 2008
Skills
Event Management, Microsoft Office, Social Media, Event Planning, Written and Verbal..., Analytical and Problem..., Time Management, Sales, Finance, Investments, Financial Services
Education
Tennessee Technological University 2006 — 2008
Bachelor of Arts (B.A.), Interdisciplinary Studies
Arizona State University 2004 — 2006
Bachelor of Arts (B.A.), Interdisciplinary Studies
Highland High School
Vanguard 2005 - Present
ONE 2010 - August 2011
Vanguard 2005 - 2010
US House of Representatives 1999 - May 2003
Education
Arizona State University 2010 — 2013
BA, Global Studies and History
Portland State University 1998 — 2000
History
Phillips Jr. College 1990 — 1992
AA, Para Legal Studies
Macy's Logistics and operations March 2015 - Present
Macy's Logistics and Operations September 2010 - February 2015
The boulders July 2009 - September 2010
Vanguard April 2008 - July 2009
Hilton November 2004 - April 2008
Kilimanjaro July 2001 - August 2004
Skills
Operations Management, Customer Service, Customer Satisfaction, Project Management, Inventory Management, Forecasting, Management, Data Analysis, Team Building, Process Improvement, Logistics, Microsoft Word, Project Planning, Time Management, Process Scheduler, Business Strategy, Strategic Planning, Microsoft Office, Microsoft Excel, PowerPoint, Purchasing, Leadership, Retail, Training, Supply Chain Management, Supervisory Skills, Access, Negotiation, Team Leadership
Education
Arizona State University 2005 — 2009
Bachelor of science, Economics, mathematical statistic
University of Witswatersrand 1997 — 1999
Associte degree, Mathematical Statistic
Vanguard July 2011 - Present
Education
Arizona State University 2005 — 2011
Financial Connections Group, Inc. November 2013 - Present
NestWise May 2013 - September 2013
Vanguard November 2010 - May 2013
Vanguard May 2004 - November 2010
Skills
Retirement Planning, Financial Planners, Series 63, Security Analysis, Business Development, Investments, Series 7, Asset Allocation, Stock Compensation, Small Business..., Mutual Funds, Series 6
Education
Creighton University 2009 — 2011
Masters, Security Analyis Portfolio Management
The American University of Paris 2000 — 2002
International Economics
Arizona State University
BS, Economics
Shea Homes August 2012 - Present
Vanguard July 2011 - August 2012
Taylor Morrison Homes/Interior Logic 2004 - 2010
Del Webb/Pulte Homes/Floorworks November 1999 - March 2004
Skills
Cabinetry, Lighting, Space planning, Interior Architecture, Residential Homes, Window Treatments, Tiles, Home Staging, Sales, Interior Design, Process Scheduler, Team Building
Education
Phoenix College 1999 — 2001
Interior Design
Arizona State University 1990 — 1994
Business, Accounting
Charles Schwab November 2011 - Present
Vanguard February 1997 - November 2011
Education
Arizona State University, W. P. Carey School of Business 2010 — 2012
Masters of Business Administration
Arizona State University 1995 — 1997
Bachelor of Science, Management
Vanguard June 2008 - Present
Lewis and Roca LLP 2006 - May 2008
Arizona House of Representatives 2006 - May 2006
Skills
Research, Outlook, Legal Writing, Access, PowerPoint
Education
Arizona State University 2000 — 2005
Bachelor of Arts, Religious Studies; Bachelor of Arts, English; Minor, Spanish; Certificate, Islamic Studies
Vanguard February 2008 - February 2012
Vanguard February 2007 - February 2008
Vanguard September 2005 - February 2007
Vanguard November 2004 - September 2005
Skills
CRM, Series 63, Mutual Funds, Retirement, Retirement Planning, Asset Allocation, Microsoft Office, College Savings Plans, Problem Solving, NICE Call Recording, Call Center
Education
Arizona State University 2000 — 2004
Business Administration, Small Business Sales and Marketing, Consulting
Vanguard February 2013 - Present
Morgan Stanley Smith Barney July 2011 - June 2012
GlaxoSmithKline January 2008 - July 2010
GlaxoSmithKline May 1999 - December 2007
GlaxoSmithKline June 1987 - May 1999
GlaxoSmithKline January 1981 - May 1987
Skills
High Achiever, Goal Oriented, Work Ethic, Highly Dedicated, Integrity, Value Based Selling, Relationship Management, Communication, Problem Solving, Networking, Organization, Fast Learner, Data Analysis, Pharmaceutical Industry, Business Development, Management, Marketing Strategy, Sales, Cold Calling, Business Planning, Strategy, Sales Operations, Marketing
Education
University of Phoenix 1996 — 1998
Master of Business Administration (M.B.A.), Business Administration and Management, General
Arizona State University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
USAA October 2004 - Present
DHL April 2002 - July 2004
Vanguard January 2001 - January 2002
Vanguard January 1999 - January 2001
Skills
Mutual Funds, Relationship Management, Asset Allocation, Credit Cards, Series 63, Cross Selling, Performance Reporting, Strategic Financial..., Insurance, Wealth Management, Customer Experience, Vendor Management, Call Center Development, Business Relationship..., Investments, Retirement Planning, Communication Training, 401k, Portfolio Management, Technical Support, Series 6, Managing Database, Inventory Management, Warehouse Management, Sales
Education
Arizona State University 1996 — 1999
Bachelor of Science, Global Business
City of Mesa July 2014 - Present
City of Mesa April 2014 - Present
Vanguard September 2013 - November 2013
Earth911.com September 2009 - August 2013
Insight Schools May 2009 - September 2009
Arizona Theatre Company July 2008 - April 2009
Phoenix Zoo August 2006 - July 2008
Casino Arizona March 2003 - July 2006
Skills
Sustainability, Microsoft Excel, Raiser's Edge, Microsoft Office, Microsoft Word, Salesforce.com, Paciolan, Outlook, ICVerify, Helpspot, Basecamp, MySQL, Highrise, Google Analytics, Google Docs, PowerPoint, Sales Management, Management, Project Management, Training, Hiring Practices, Member Relations, Membership Systems, Membership Development, Membership, Databases, Data Entry, Data Analysis, Database Design, Data Mining, Data Modeling, Database Administration, Website Development, Donor Recognition, Donor Engagement, Donor Acquisition, Donor Solicitation, Donor Research, Donor Development, Customer Service, Student Recruiting, Student Counseling, Student Engagement, Environmental Education, Recycling, Community Outreach, Time Management, Fundraising, Blogging
Education
Arizona State University 1998 — 2003
Bachelor of Arts (B.A.), History
Hoskin Ryan Consultants, Inc. April 2013 - Present
IndiGenius Development June 2011 - April 2013
Vanguard November 2012 - March 2013
City of Mesa December 2011 - June 2012
Arizona State University September 2010 - August 2011
NASA - National Aeronautics and Space Administration August 2010 - May 2011
Skills
Civil Engineering, Land Development Design, Bentley Microstation, AutoCAD, Entrepreneurship, Microsoft Office, Leadership Development, Professional Experience, Research Design, Microsoft Exchange, Bidding Process, WaterCAD, Public Speaking, MicroStation, Water, Project Management
Education
Arizona State University 2008 — 2012
Bachelor's of Science, Civil Engineering
McGuire Center at University of Arizona 2011 — 2011
Dorrance Entrepreneurship Summer Program, Eller College of Management
Vanguard November 2013 - Present
City of Tempe August 2011 - June 2014
Skills
Customer Service, Management, Marketing, Sales, Strategic Planning, Marketing Strategy, Social Media, Microsoft Office, Leadership, New Business Development, Finance, Brokerage, Photography, Investments, Financial Services, Team Building, Project Management, Small Business, Relationship Management, Retirement Planning, CRM, Call Centers, Analysis, Project Planning, Business Strategy, Business Analysis, Process Improvement
Education
Arizona State University 2010 — 2012
Bachelor of Arts (B.A.), Marketing
Quinsigamond Community College 2009 — 2010
Associate of Arts (A.A.), Art/Art Studies, General
Clark Atlanta University 2006 — 2008
Business & Fashion/Apparel Design
Temple University 2005 — 2006
Business
Vanguard 2014 - 2014
Education
Arizona State University 2010 — 2014
MassMutual Financial Group June 2014 - Present
Vanguard 2010 - 2013
Skills
Mutual Funds, Investments, Series 63, Series 7
Education
Arizona State University 2011 — 2013
BS, Accounting and Finance
University of Arizona 2002 — 2006
Bachelor of Science (BS), Biochemistry and Molecular Biology
GEICO November 2014 - Present
Arizonas Children Association October 2013 - May 2014
City of Tucson June 2013 - October 2013
Vanguard June 2011 - December 2012
Sephora Inside JCPenney November 2007 - June 2011
Starbucks August 2007 - August 2008
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training
Education
Arizona State University 2006 — 2011
Bachelor's degree, Human Development and Family Studies, General
Arizona State University 2006 — 2011
Bachelor's degree, Human Development and Family Studies, General