Vanguard Company

Industry: Investment management company

Description

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

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

Vanguard Employees

Employee
Years
Job
Industry
Patrick LeFevre Patrick LeFevre Phoenix, Arizona Details
Patrick LeFevre's Vanguard Experience January 2006 - Present
Job Data Lead Implementation Services at Vanguard
Industry Financial Services
Experience
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

Jess Kaplow Jess Kaplow Englewood, Colorado Details
Jess Kaplow's Vanguard Experience May 2006 - June 2012
Job Supervisor at OppenheimerFunds
Industry Financial Services
Experience
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

Michael Dragoo Michael Dragoo Scottsdale, Arizona Details
Michael Dragoo's Vanguard Experience May 2015 - Present
Job Flagship Associate at Vanguard
Industry Financial Services
Experience
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

Pamela Leyvas Pamela Leyvas Phoenix, Arizona Area Details
Pamela Leyvas's Vanguard Experience November 1997 - Present
Job Team Leader at Vanguard
Industry Financial Services
Experience
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

Samantha Greco Samantha Greco Phoenix, Arizona Area Details
Samantha Greco's Vanguard Experience October 2014 - Present
Job Internal Sales
Industry Financial Services
Experience
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

Nick Sauter Nick Sauter Mesa, Arizona Details
Nick Sauter's Vanguard Experience June 2011 - Present
Job Relationship Manager at Vanguard
Industry Financial Services
Experience
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

Michael Jachimek Michael Jachimek Glendale, Arizona Details
Michael Jachimek's Vanguard Experience January 2014 - March 2014
Job Insurance and Banking Sales Associate at USAA
Industry Financial Services
Experience
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

Roberto Ayala Roberto Ayala San Francisco Bay Area Details
Roberto Ayala's Vanguard Experience September 2006 - April 2008
Job Investment Banking Summer Associate at KeyBanc Capital Markets
Industry Investment Banking
Experience
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

Jesse Kroupa Jesse Kroupa Gilbert, Arizona Details
Jesse Kroupa's Vanguard Experience June 2014 - Present
Job Client Specialist at Vanguard
Industry Financial Services
Experience
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

John McClean John McClean Scottsdale, Arizona Details
John McClean's Vanguard Experience May 2011 - Present
Job Client Relationship Administrator at Vanguard
Industry Financial Services
Experience
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

Nicolle Turner Nicolle Turner Phoenix, Arizona Area Details
Nicolle Turner's Vanguard Experience December 2014 - Present
Job Talent Management & Event Logistics Specialist at Vanguard
Industry Marketing and Advertising
Experience
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

Jonathan Sweeney CFP® Jonathan Sweeney CFP® Greater San Diego Area Details
Jonathan Sweeney CFP®'s Vanguard Experience December 2004 - May 2005
Job Financial Advisor at Navy Federal Credit Union
Industry Financial Services
Experience
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

Rebecca Pickthall Rebecca Pickthall Phoenix, Arizona Details
Rebecca Pickthall's Vanguard Experience 2007 - 2009
Job Participant Services Representative at Charles Schwab
Industry Retail
Experience
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

Nicole Strom Nicole Strom Tucson, Arizona Details
Nicole Strom's Vanguard Experience February 1998 - December 2000
Job Business Banking Officer at Bank of the West
Industry Banking
Experience
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

Jillian M. Childress Jillian M. Childress Tulsa, Oklahoma Area Details
Jillian M. Childress's Vanguard Experience August 2005 - July 2007
Job ICMA Management Fellow/ Management Analyst at The City of Tulsa
Industry Government Administration
Experience
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

Matt Refner Matt Refner Chandler, Arizona Details
Matt Refner's Vanguard Experience July 2015 - Present
Job Finance/Investment/Pricing Specialist
Industry Financial Services
Experience
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

Jordan Munn Jordan Munn Tempe, Arizona Details
Jordan Munn's Vanguard Experience January 2011 - March 2015
Job Client Service Advisor at Silicon Valley Bank
Industry Banking
Experience
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

Jeff Geyer Jeff Geyer Phoenix, Arizona Details
Jeff Geyer's Vanguard Experience May 2010 - Present
Job Leader, Coach, Consultant
Industry Financial Services
Experience
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

Pearson Davis Pearson Davis Scottsdale, Arizona Details
Pearson Davis's Vanguard Experience July 2013 - August 2015
Job Associate Vice President
Industry Financial Services
Experience
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

Jessica Ramirez Jessica Ramirez Scottsdale, Arizona Details
Jessica Ramirez's Vanguard Experience April 2015 - Present
Job Client Relationship Administrator
Industry Financial Services
Experience
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

Jessica Rainey Jessica Rainey Phoenix, Arizona Area Details
Jessica Rainey's Vanguard Experience April 2011 - Present
Job Brokerage Operations Associate at Vanguard
Industry Financial Services
Experience
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

Peter Vanderpool Peter Vanderpool Phoenix, Arizona Area Details
Peter Vanderpool's Vanguard Experience September 2009 - April 2011
Job Accounting and Finance Professional
Industry Financial Services
Experience
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

Samantha Rath Samantha Rath Tempe, Arizona Details
Samantha Rath's Vanguard Experience August 2009 - February 2011
Job Loan Document Specialist 3 at Wells Fargo Home Mortgage
Industry Banking
Experience
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

Renee Becker Renee Becker Mesa, Arizona Details
Renee Becker's Vanguard Experience May 2011 - November 2011
Job Regional Assistant at National Residential Mortgage, A Heartland Financial USA Company
Industry Financial Services
Experience
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

Micah Sanchez Micah Sanchez Tempe, Arizona Details
Micah Sanchez's Vanguard Experience July 2014 - Present
Job Brokerage Associate at Vanguard
Industry Financial Services
Experience
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

Kim Gust Kim Gust Greater Philadelphia Area Details
Kim Gust's Vanguard Experience July 2014 - Present
Job Social Media at the Vanguard Group
Industry Financial Services
Experience
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

Rachael Thaete Rachael Thaete Phoenix, Arizona Details
Rachael Thaete's Vanguard Experience June 2013 - November 2014
Job Actuarial Analyst at Mercer
Industry Hospital & Health Care
Experience
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

Khristina McLaughlin Khristina McLaughlin Greater New York City Area Details
Khristina McLaughlin's Vanguard Experience July 1999 - November 2000
Job Head of New York Sales at Macquarie Group
Industry Capital Markets
Experience
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

Laura Geyer Laura Geyer Phoenix, Arizona Details
Laura Geyer's Vanguard Experience June 1996 - July 2008
Job Manager Customer Care GoDaddy
Industry Information Technology and Services
Experience
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

Marc Pace, MBA Marc Pace, MBA Phoenix, Arizona Area Details
Marc Pace, MBA's Vanguard Experience May 2012 - July 2014
Job Internal Wholesaler at Cole Capital
Industry Financial Services
Experience
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

Paul Tram Paul Tram Phoenix, Arizona Area Details
Paul Tram's Vanguard Experience December 2007 - Present
Job Manager at Vanguard
Industry Financial Services
Experience
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

Jill Busbee Jill Busbee Phoenix, Arizona Area Details
Jill Busbee's Vanguard Experience February 1996 - April 2011
Job Managing Director at Charles Schwab
Industry Financial Services
Experience
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

Nicholas Gruman Nicholas Gruman Scottsdale, Arizona Details
Nicholas Gruman's Vanguard Experience February 2015 - Present
Job Retirement Plan Service Representative at Vanguard
Industry Financial Services
Experience
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

Jonathan Edgington Jonathan Edgington Tempe, Arizona Details
Jonathan Edgington's Vanguard Experience 2000 - 2002
Job Undergraduate Teaching Assistant at Arizona State University
Industry Civil Engineering
Experience
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+

Perin Levine Perin Levine Scottsdale, Arizona Details
Perin Levine's Vanguard Experience November 2013 - Present
Job Margin Supervisor at Vanguard
Industry Investment Management
Experience
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

Kelly Blume Kelly Blume Phoenix, Arizona Area Details
Kelly Blume's Vanguard Experience April 2013 - Present
Job Experienced Financial Services Professional
Industry Financial Services
Experience
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

Lynette Arakaki Lynette Arakaki Phoenix, Arizona Area Details
Lynette Arakaki's Vanguard Experience May 2015 - Present
Job Compliance Administrator
Industry Financial Services
Experience
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

Pamela Leale Pamela Leale Phoenix, Arizona Area Details
Pamela Leale's Vanguard Experience October 2003 - December 2005
Job Account Representative at Potter's House Apothecary
Industry Pharmaceuticals
Experience
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

Stephanie Varner Stephanie Varner Scottsdale, Arizona Details
Stephanie Varner's Vanguard Experience May 2015 - Present
Job Retirement Plan Specialist at Vanguard
Industry Financial Services
Experience
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

Jeanine Krall Jeanine Krall Phoenix, Arizona Area Details
Jeanine Krall's Vanguard Experience August 2007 - July 2008
Job Relationship Manager, Trust Officer
Industry Financial Services
Experience
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

Ryan Charles McKean Ryan Charles McKean Scottsdale, Arizona Details
Ryan Charles McKean's Vanguard Experience May 2014 - Present
Job Investment Consultant
Industry Financial Services
Experience
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

Michael Peters Michael Peters Tempe, Arizona Details
Michael Peters's Vanguard Experience 2013 - 2014
Job Helping customers increase productivity & decrease costs by leveraging our first class collaboration solution set.
Industry Information Technology and Services
Experience
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

Nadia Reghabi Nadia Reghabi Austin, Texas Details
Nadia Reghabi's Vanguard Experience January 2011 - September 2011
Job Recruiting Operations Manager at Shutterfly Inc.
Industry Human Resources
Experience
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

RJ Marvin RJ Marvin Phoenix, Arizona Area Details
RJ Marvin's Vanguard Experience August 2015 - Present
Job Reporting Analyst I
Industry Financial Services
Experience
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

Katie Peterson Katie Peterson Scottsdale, Arizona Details
Katie Peterson's Vanguard Experience 2014 - 2014
Job Master of Accountancy Student at Arizona State University
Industry Accounting
Experience
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

Sean F. Campbell Sean F. Campbell Harrisburg, Pennsylvania Area Details
Sean F. Campbell's Vanguard Experience March 2005 - February 2008
Job Implementation Manager
Industry Financial Services
Experience
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

Melissa Nyland Melissa Nyland Tempe, Arizona Details
Melissa Nyland's Vanguard Experience August 2015 - Present
Job Marketing Major, Special events Coordinator, Aspiring Model
Industry Marketing and Advertising
Experience
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

Kaitlin Rak Kaitlin Rak Tempe, Arizona Details
Kaitlin Rak's Vanguard Experience June 2013 - Present
Job Client Relationship Associate at Vanguard
Industry Financial Services
Experience
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

Kolten Collier Kolten Collier Phoenix, Arizona Area Details
Kolten Collier's Vanguard Experience September 2014 - Present
Job Client Relations Specialist at Vanguard
Industry Financial Services
Experience
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

Kurt Kramer, AuD Kurt Kramer, AuD San Francisco, California Details
Kurt Kramer, AuD's Vanguard Experience September 2004 - August 2007
Job Audiologist at University of CaliforniaSan Francisco Medical Center
Industry Hospital & Health Care
Experience
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

Michael Ferrero Michael Ferrero Phoenix, Arizona Details
Michael Ferrero's Vanguard Experience July 2010 - Present
Job Processing Associate at Vanguard
Industry Financial Services
Experience
Vanguard   July 2010 - Present

Skills
Microsoft Excel, PowerPoint, Photoshop, Spanish

Education
Arizona State University   2005 — 2010
Bachelor of Arts (BA), Communication and Media Studies

Maya Castaneda King Maya Castaneda King Phoenix, Arizona Details
Maya Castaneda King's Vanguard Experience April 2006 - March 2012
Job Corporate Finance
Industry Financial Services
Experience
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

Ryan Overcash Ryan Overcash Scottsdale, Arizona Details
Ryan Overcash's Vanguard Experience October 2008 - February 2011
Job Financial Strategies
Industry Financial Services
Experience
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

Ryan Gargol Ryan Gargol Phoenix, Arizona Area Details
Ryan Gargol's Vanguard Experience July 2008 - Present
Job Internal Sales Executive at Vanguard
Industry Financial Services
Experience
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

Rhonda Poe Rhonda Poe Greater Philadelphia Area Details
Rhonda Poe's Vanguard Experience September 2007 - Present
Job Senior Communication Consultant
Industry Financial Services
Experience
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

Monica Merenda Monica Merenda Phoenix, Arizona Details
Monica Merenda's Vanguard Experience December 2013 - February 2014
Job Manager Marketing and Catering
Industry Restaurants
Experience
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

Luigi DeRose Luigi DeRose Gilbert, Arizona Details
Luigi DeRose's Vanguard Experience February 2014 - Present
Job Brokerage Associate at Vanguard
Industry Financial Services
Experience
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

Jason Lilly, CFA Jason Lilly, CFA Greater Boston Area Details
Jason Lilly, CFA's Vanguard Experience February 1999 - July 2005
Job Director of Portfolio Management at Rockland Trust
Industry Investment Management
Experience
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

NuNu Nath NuNu Nath Phoenix, Arizona Area Details
NuNu Nath's Vanguard Experience October 2011 - Present
Job Financial Analyst at Vanguard
Industry Financial Services
Experience
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

Joseph Iaboni Joseph Iaboni Phoenix, Arizona Area Details
Joseph Iaboni's Vanguard Experience June 2008 - August 2011
Job Assistant Vice President, Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
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

Lynn Decker Lynn Decker Scottsdale, Arizona Details
Lynn Decker's Vanguard Experience August 2015 - Present
Job Client Relationship Associate
Industry Financial Services
Experience
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

Michael Bersano Michael Bersano Phoenix, Arizona Area Details
Michael Bersano's Vanguard Experience June 2002 - Present
Job Client Relationship Administrator
Industry Financial Services
Experience
Vanguard   June 2002 - Present

Education
Arizona State University   1996 — 2000

Kristen Carr, PHR Kristen Carr, PHR Phoenix, Arizona Area Details
Kristen Carr, PHR's Vanguard Experience March 2014 - Present
Job Supervisor; HR Shared Services; Vanguard
Industry Financial Services
Experience
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

Keith Petrine Keith Petrine Phoenix, Arizona Area Details
Keith Petrine's Vanguard Experience May 1996 - December 2010
Job Client Service Manager at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   March 2011 - Present
Vanguard   May 1996 - December 2010

Education
Arizona State University   1999 — 2001
MBA, Finance

Joan Wolfert Joan Wolfert Phoenix, Arizona Area Details
Joan Wolfert's Vanguard Experience January 2005 - April 2005
Job Senior Director, Operations at Cole Capital
Industry Financial Services
Experience
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

LISA CAREY LISA CAREY Phoenix, Arizona Area Details
LISA CAREY's Vanguard Experience September 2012 - Present
Job Account Processing Specialist at Vanguard
Industry Public Safety
Experience
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

Natasha Wasyln Natasha Wasyln Phoenix, Arizona Area Details
Natasha Wasyln's Vanguard Experience June 2008 - August 2009
Job Medical Scribe
Industry Hospital & Health Care
Experience
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

Joshua Woodruff Joshua Woodruff Scottsdale, Arizona Details
Joshua Woodruff's Vanguard Experience October 2014 - Present
Job Supervisor Fund Financial Services at Vanguard
Industry Financial Services
Experience
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

Joshua Perea Joshua Perea Glendale, Arizona Details
Joshua Perea's Vanguard Experience October 2006 - Present
Job Experienced General Manager
Industry Investment Management
Experience
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

Jason Schiffman, CFP® Jason Schiffman, CFP® Phoenix, Arizona Area Details
Jason Schiffman, CFP®'s Vanguard Experience July 2014 - Present
Job Financial Advisor at Vanguard
Industry Logistics and Supply Chain
Experience
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

Justin Shack Justin Shack Phoenix, Arizona Area Details
Justin Shack's Vanguard Experience August 2010 - Present
Job Investment Consultant at Vanguard
Industry Financial Services
Experience
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

Jeffrey Mazzanti Jeffrey Mazzanti Phoenix, Arizona Area Details
Jeffrey Mazzanti's Vanguard Experience July 2008 - January 2012
Job AML Enhanced Due Diligence Sr. Analyst at Charles Schwab
Industry Financial Services
Experience
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

Michelle Normoyle, MBA Michelle Normoyle, MBA Phoenix, Arizona Area Details
Michelle Normoyle, MBA's Vanguard Experience May 2014 - Present
Job Registered Representative at Vanguard
Industry Financial Services
Experience
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

Jeremy Girod Jeremy Girod Phoenix, Arizona Area Details
Jeremy Girod's Vanguard Experience August 2006 - May 2012
Job Network Administrator at Phacil, Inc
Industry Information Technology and Services
Experience
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

Jason Caron Jason Caron Phoenix, Arizona Area Details
Jason Caron's Vanguard Experience August 2013 - Present
Job Senior Client Relationship Administrator
Industry Financial Services
Experience
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

Sameer Sayed Sameer Sayed Birmingham, Alabama Details
Sameer Sayed's Vanguard Experience August 2015 - September 2015
Job Software Engineer at Cerner Corporation
Industry Electrical/Electronic Manufacturing
Experience
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

Stephanie Melahn Stephanie Melahn Gilbert, Arizona Details
Stephanie Melahn's Vanguard Experience September 2009 - Present
Job Problem Resolution Associate at Vanguard
Industry Financial Services
Experience
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

Namik Bojic Namik Bojic Phoenix, Arizona Area Details
Namik Bojic's Vanguard Experience July 2013 - Present
Job Vanguard Group
Industry Financial Services
Experience
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

Shawn Dunham Shawn Dunham Phoenix, Arizona Details
Shawn Dunham's Vanguard Experience October 2003 - July 2013
Job Paraplanner at Hanson, Ayala, & Assocates
Industry Financial Services
Experience
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

Justin Waldman Justin Waldman Charlotte, North Carolina Details
Justin Waldman's Vanguard Experience April 2014 - Present
Job Investment Specialist Vanguard
Industry Financial Services
Experience
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

Marion Rasmussen Marion Rasmussen Phoenix, Arizona Area Details
Marion Rasmussen's Vanguard Experience 2005 - Present
Job Congressional District Leader ONE
Industry Financial Services
Experience
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

Sonna Guy Sonna Guy Phoenix, Arizona Area Details
Sonna Guy's Vanguard Experience April 2008 - July 2009
Job Shift Manager at Macy's Logistics and operations
Industry Logistics and Supply Chain
Experience
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

Paul Saigeon Paul Saigeon Phoenix, Arizona Area Details
Paul Saigeon's Vanguard Experience July 2011 - Present
Job Investment Professional
Industry Financial Services
Experience
Vanguard   July 2011 - Present

Education
Arizona State University   2005 — 2011

Jennifer Coffey Smith CFP® Jennifer Coffey Smith CFP® San Francisco, California Details
Jennifer Coffey Smith CFP®'s Vanguard Experience November 2010 - May 2013
Job Financial Planner
Industry Financial Services
Experience
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

Natalie Moren Natalie Moren Phoenix, Arizona Area Details
Natalie Moren's Vanguard Experience July 2011 - August 2012
Job Designer at Shea Homes
Industry Construction
Experience
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

Puttra Som, QKA, MBA Puttra Som, QKA, MBA Phoenix, Arizona Area Details
Puttra Som, QKA, MBA's Vanguard Experience February 1997 - November 2011
Job Senior Client Service Manager at Charles Schwab
Industry Financial Services
Experience
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

Rebecca Gourrinat Rebecca Gourrinat United States Details
Rebecca Gourrinat's Vanguard Experience June 2008 - Present
Job Transition Associate at Vanguard
Industry
Experience
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

Ryan Shipp Ryan Shipp Tempe, Arizona Details
Ryan Shipp's Vanguard Experience February 2008 - February 2012
Job
Industry Financial Services
Experience
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

Joseph Golson Joseph Golson Scottsdale, Arizona Details
Joseph Golson's Vanguard Experience February 2013 - Present
Job Client Relationship Associate at Vanguard
Industry Financial Services
Experience
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

LANCE HAZZARD LANCE HAZZARD Phoenix, Arizona Details
LANCE HAZZARD's Vanguard Experience January 2001 - January 2002
Job Senior Website Technical Support Specialist at USAA
Industry Insurance
Experience
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

Matthew Ehlers-Kohlbeck Matthew Ehlers-Kohlbeck Mesa, Arizona Details
Matthew Ehlers-Kohlbeck's Vanguard Experience September 2013 - November 2013
Job Membership Coordinator at City of Mesa
Industry Environmental Services
Experience
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

Leon Begay Leon Begay Tempe, Arizona Details
Leon Begay's Vanguard Experience November 2012 - March 2013
Job Project Designer for Hoskin Ryan Consultants, Inc.
Industry Civil Engineering
Experience
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

Ryan Joslin Ryan Joslin Phoenix, Arizona Details
Ryan Joslin's Vanguard Experience November 2013 - Present
Job Retirement Specialist
Industry Financial Services
Experience
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

Nate Jacobs Nate Jacobs Tempe, Arizona Details
Nate Jacobs's Vanguard Experience 2014 - 2014
Job Student at Arizona State University
Industry
Experience
Vanguard   2014 - 2014

Education
Arizona State University   2010 — 2014

Ronnie Gammage Ronnie Gammage Phoenix, Arizona Details
Ronnie Gammage's Vanguard Experience 2010 - 2013
Job Life Sales Support Specialist at MassMutual Financial Group
Industry Financial Services
Experience
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

Karen Jahnke Karen Jahnke Tucson, Arizona Area Details
Karen Jahnke's Vanguard Experience June 2011 - December 2012
Job
Industry Human Resources
Experience
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

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