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
Vanguard List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Vanguard. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Vanguard Employees
Employee
Years
Job
Industry
Kimberly Bartnik Kimberly Bartnik's Vanguard Experience February 2009 - March 2010
Job President at The Maids of Concord NC
Industry Executive Office
Experience
The Maids of Concord NC April 2014 - Present
TIAA-CREF November 2012 - November 2013
Vanguard February 2009 - March 2010
Vanguard May 2005 - July 2009
Bank of America 1993 - 1995
Skills
six si, Leadership, Coaching, Training, Human Resources, Consulting, Program Management, Project Management, Test Management, Process Improvement, Business Development, Leadership Development, Enterprise Software, Six Sigma, Change Management, Risk Management, Business Analysis, Team Leadership, Management, Financial Services, Mergers & Acquisitions, Vendor Management, Analysis, Business Process..., Operations Management, Call Centers, Organizational...
Education
Saint Joseph's University 2005 — 2009
MBA, Business Administration - Management
University of North Carolina at Greensboro 1989 — 1991
Bachelor of Science Degree, Business; Human Resources
The Maids of Concord NC April 2014 - Present
TIAA-CREF November 2012 - November 2013
Vanguard February 2009 - March 2010
Vanguard May 2005 - July 2009
Bank of America 1993 - 1995
Skills
six si, Leadership, Coaching, Training, Human Resources, Consulting, Program Management, Project Management, Test Management, Process Improvement, Business Development, Leadership Development, Enterprise Software, Six Sigma, Change Management, Risk Management, Business Analysis, Team Leadership, Management, Financial Services, Mergers & Acquisitions, Vendor Management, Analysis, Business Process..., Operations Management, Call Centers, Organizational...
Education
Saint Joseph's University 2005 — 2009
MBA, Business Administration - Management
University of North Carolina at Greensboro 1989 — 1991
Bachelor of Science Degree, Business; Human Resources
Stephen Barone, MBA, PMP's Vanguard Experience January 1998 - January 2000
Job Managing Director, Global Information Technology Management at Cushman & Wakefield
Industry Information Services
Experience
Cushman & Wakefield April 2013 - Present
ARAMARK October 2007 - April 2013
ARAMARK April 2006 - October 2007
ARAMARK October 2003 - March 2006
HighPoint Solutions January 2003 - October 2003
Traffic.com (NAVTECH) January 2000 - January 2003
Vanguard January 1998 - January 2000
Skills
IT Strategy, Program Management, Management, Cross-functional Team..., Leadership, Business Process, IT Management, Process Improvement, Project Management, SDLC, Business Intelligence, Supply Chain Management, Procurement, Training, SQL, Process Engineering, Logistics, Microsoft SQL Server, Strategy, CRM, Software Documentation, Business Acumen, Operational Excellence, Managerial Finance, Access, Strategic Planning, Financial Management, Disaster Recovery, Project Planning, Operations Management, Quality Assurance, Budgets, Data Center, SharePoint, business engagement, Cloud Computing
Education
Saint Joseph's University - Erivan K. Haub School of Business 1995 — 2000
MBA, Finance
Saint Joseph's University 1991 — 1995
BS, Psychology
Cushman & Wakefield April 2013 - Present
ARAMARK October 2007 - April 2013
ARAMARK April 2006 - October 2007
ARAMARK October 2003 - March 2006
HighPoint Solutions January 2003 - October 2003
Traffic.com (NAVTECH) January 2000 - January 2003
Vanguard January 1998 - January 2000
Skills
IT Strategy, Program Management, Management, Cross-functional Team..., Leadership, Business Process, IT Management, Process Improvement, Project Management, SDLC, Business Intelligence, Supply Chain Management, Procurement, Training, SQL, Process Engineering, Logistics, Microsoft SQL Server, Strategy, CRM, Software Documentation, Business Acumen, Operational Excellence, Managerial Finance, Access, Strategic Planning, Financial Management, Disaster Recovery, Project Planning, Operations Management, Quality Assurance, Budgets, Data Center, SharePoint, business engagement, Cloud Computing
Education
Saint Joseph's University - Erivan K. Haub School of Business 1995 — 2000
MBA, Finance
Saint Joseph's University 1991 — 1995
BS, Psychology
Robert Iocco Robert Iocco's Vanguard Experience October 2010 - December 2012
Job Internal Wholesaler at Delaware Investments, a member of the Macquarie Group
Industry Financial Services
Experience
Delaware Investments, a member of the Macquarie Group January 2013 - Present
Vanguard October 2010 - December 2012
Merrill Lynch September 2008 - August 2010
Education
Saint Joseph's University 2006 — 2010
Bachelor of Science (B.S.), Marketing
Delaware Investments, a member of the Macquarie Group January 2013 - Present
Vanguard October 2010 - December 2012
Merrill Lynch September 2008 - August 2010
Education
Saint Joseph's University 2006 — 2010
Bachelor of Science (B.S.), Marketing
Ta-Tanisha Baldwin Ta-Tanisha Baldwin's Vanguard Experience June 2006 - September 2008
Job Auditor at Blue Cross Blue Shield
Industry Accounting
Experience
Blue Cross Blue Shield of Michigan June 2013 - Present
Michigan Department of Treasury June 2009 - June 2013
Masco Corporation January 2009 - June 2009
Vanguard June 2006 - September 2008
Skills
Accounting, Auditing, Tax, Income Tax, Tax Preparation, Financial Reporting, Tax Returns, Financial Accounting, Internal Controls, GAAP, General Ledger, Corporate Tax, Account Reconciliation, External Audit, Journal Entries, Sales Tax, Tax Accounting, Analysis, US GAAP, Financial Statements, Internal Audit
Education
Saint Joseph's University 2007 — 2008
Accounting
University of Michigan-Dearborn 2000 — 2003
Bachelor of Business Administration (BBA), Accounting and Finance
Blue Cross Blue Shield of Michigan June 2013 - Present
Michigan Department of Treasury June 2009 - June 2013
Masco Corporation January 2009 - June 2009
Vanguard June 2006 - September 2008
Skills
Accounting, Auditing, Tax, Income Tax, Tax Preparation, Financial Reporting, Tax Returns, Financial Accounting, Internal Controls, GAAP, General Ledger, Corporate Tax, Account Reconciliation, External Audit, Journal Entries, Sales Tax, Tax Accounting, Analysis, US GAAP, Financial Statements, Internal Audit
Education
Saint Joseph's University 2007 — 2008
Accounting
University of Michigan-Dearborn 2000 — 2003
Bachelor of Business Administration (BBA), Accounting and Finance
Kristen Scardellette Kristen Scardellette's Vanguard Experience September 2014 - Present
Job Assigned Representative at Vanguard
Industry Financial Services
Experience
Vanguard September 2014 - Present
Vanguard July 2013 - September 2014
The Haverford Trust Company May 2012 - August 2012
Bath & Body Works November 2010 - February 2011
Arthritis Foundation July 2009 - July 2010
Education
Saint Joseph's University 2009 — 2013
Bachelor of Science, Business Administration, Finance and Economics
Villa Maria Academy 2005 — 2009
H.S., College Preparatoty
Vanguard September 2014 - Present
Vanguard July 2013 - September 2014
The Haverford Trust Company May 2012 - August 2012
Bath & Body Works November 2010 - February 2011
Arthritis Foundation July 2009 - July 2010
Education
Saint Joseph's University 2009 — 2013
Bachelor of Science, Business Administration, Finance and Economics
Villa Maria Academy 2005 — 2009
H.S., College Preparatoty
Qian Han Qian Han's Vanguard Experience July 2014 - Present
Job MidTier Developer at Vanguard
Industry Computer Software
Experience
Vanguard July 2014 - Present
Ciright Systems, Inc December 2012 - Present
Frogfish Solutions March 2011 - November 2012
China Mobile April 2009 - August 2009
Skills
C++, Java, C, HTML, SQL, JavaScript, MySQL, Programming, J2EE Application..., J2EE Web Services, OpenGL, CSS, OpenCV, jQuery
Education
Saint Joseph's University 2009 — 2011
Master of Science (MS), Computer Science
Vanguard July 2014 - Present
Ciright Systems, Inc December 2012 - Present
Frogfish Solutions March 2011 - November 2012
China Mobile April 2009 - August 2009
Skills
C++, Java, C, HTML, SQL, JavaScript, MySQL, Programming, J2EE Application..., J2EE Web Services, OpenGL, CSS, OpenCV, jQuery
Education
Saint Joseph's University 2009 — 2011
Master of Science (MS), Computer Science
Steve Ajemian Steve Ajemian's Vanguard Experience April 2003 - February 2007
Job Senior Manager The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group February 2007 - Present
Vanguard April 2003 - February 2007
United Way August 2002 - December 2002
Skills
Relationship Management, Mutual Funds, Call Center, Financial Services, Leadership Development, Process Improvement, Call Centers, 401k, Asset Allocation, Finance, Business Analysis, Investment Strategies, Investments, Leadership, Retirement Planning, Portfolio Management, Management, Risk Management, Series 63, Securities, Strategic Financial..., Series 7, Wealth Management
Education
Saint Joseph's University 2007 — 2011
Masters of Business Administration, Finance, General
University of Delaware 1995 — 1999
Business Administration, Finance
The Vanguard Group February 2007 - Present
Vanguard April 2003 - February 2007
United Way August 2002 - December 2002
Skills
Relationship Management, Mutual Funds, Call Center, Financial Services, Leadership Development, Process Improvement, Call Centers, 401k, Asset Allocation, Finance, Business Analysis, Investment Strategies, Investments, Leadership, Retirement Planning, Portfolio Management, Management, Risk Management, Series 63, Securities, Strategic Financial..., Series 7, Wealth Management
Education
Saint Joseph's University 2007 — 2011
Masters of Business Administration, Finance, General
University of Delaware 1995 — 1999
Business Administration, Finance
Mallory Cosfol Mallory Cosfol's Vanguard Experience October 2013 - Present
Job Project Manager at Vanguard
Industry Financial Services
Experience
Vanguard October 2013 - Present
Vanguard July 2011 - Present
Vanguard July 2008 - July 2011
Sherwin Williams July 2003 - June 2008
Saint Joseph's University September 2007 - May 2008
SAP May 2007 - September 2007
Education
Saint Joseph's University 2004 — 2008
B.S., Computer Science
Carroll
Vanguard October 2013 - Present
Vanguard July 2011 - Present
Vanguard July 2008 - July 2011
Sherwin Williams July 2003 - June 2008
Saint Joseph's University September 2007 - May 2008
SAP May 2007 - September 2007
Education
Saint Joseph's University 2004 — 2008
B.S., Computer Science
Carroll
Maria Volk Maria Volk's Vanguard Experience June 2014 - Present
Job Client Relationship Associate at Vanguard
Industry Financial Services
Experience
Vanguard June 2014 - Present
Vanguard November 2014 - February 2015
Saint Joseph's University September 2010 - May 2014
AmeriHealth Caritas June 2013 - August 2013
The Children's Hospital of Philadelphia May 2012 - July 2012
Skills
Written & Verbal..., Attention to Detail, Time management skills, Organization, Microsoft Word, Microsoft Excel, Cvent, Customer Service, Marketing, SharePoint, Visio, PowerPoint, Public Relations, Time Management, Teamwork, Social Networking
Education
Saint Joseph's University
Erivan K. Haub School of Business, Marketing and Business Management
Vanguard June 2014 - Present
Vanguard November 2014 - February 2015
Saint Joseph's University September 2010 - May 2014
AmeriHealth Caritas June 2013 - August 2013
The Children's Hospital of Philadelphia May 2012 - July 2012
Skills
Written & Verbal..., Attention to Detail, Time management skills, Organization, Microsoft Word, Microsoft Excel, Cvent, Customer Service, Marketing, SharePoint, Visio, PowerPoint, Public Relations, Time Management, Teamwork, Social Networking
Education
Saint Joseph's University
Erivan K. Haub School of Business, Marketing and Business Management
Tara McCawley Tara McCawley's Vanguard Experience May 2012 - Present
Job Coporate Trainer at Vanguard
Industry Financial Services
Experience
Vanguard May 2012 - Present
Vanguard June 2010 - April 2012
The Vanguard Group September 2008 - June 2010
Skills
Series 63, Series 6, Mutual Funds, Asset Allocation, 401k, Retirement, Retirement Planning, High Net Worth..., Securities, Investments, FINRA, IRAs, 401k Rollovers, Series 7, CRM, Training, Financial Services
Education
Saint Joseph's University 2013 — 2015
Master of Business Administration (MBA)
Villanova University 2004 — 2008
Bachelor's of Science, Finance
Villa Maria Academy 2000 — 2004
Vanguard May 2012 - Present
Vanguard June 2010 - April 2012
The Vanguard Group September 2008 - June 2010
Skills
Series 63, Series 6, Mutual Funds, Asset Allocation, 401k, Retirement, Retirement Planning, High Net Worth..., Securities, Investments, FINRA, IRAs, 401k Rollovers, Series 7, CRM, Training, Financial Services
Education
Saint Joseph's University 2013 — 2015
Master of Business Administration (MBA)
Villanova University 2004 — 2008
Bachelor's of Science, Finance
Villa Maria Academy 2000 — 2004
Marco Tavares Marco Tavares's Vanguard Experience July 2002 - December 2003
Job AVP at Delta National Bank & Trust Co.
Industry Financial Services
Experience
Delta National Bank and Trust Company September 2010 - Present
Lynx Capital Partners, LLC July 2005 - August 2010
New York Life Insurance Company December 2003 - July 2005
Vanguard July 2002 - December 2003
Newstar Construction June 2001 - December 2003
Skills
Equity Trading, Equities, Trading, Technical Analysis, Microsoft Excel, Bloomberg, Options, Stock Market, Investments, Portuguese, Electronic Trading, Financial Markets, Portfolio Management, Asset Allocation, Finance, Trading Strategies, Investment Strategies, Proprietary Trading, Valuation, Equity Research, Financial Analysis, Financial Modeling, Corporate Finance, Strategy, MBA, PowerPoint, Microsoft Word, Microsoft Office, Presentations, Private Banking, Banking, Business Strategy, Investment Banking, Fixed Income, Hedge Funds, Analysis, Mutual Funds, Asset Management, Capital Markets
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
Masters of Business Administration, Corporate Finance
Saint Joseph's University 1998 — 2002
B.S, Finance
Delta National Bank and Trust Company September 2010 - Present
Lynx Capital Partners, LLC July 2005 - August 2010
New York Life Insurance Company December 2003 - July 2005
Vanguard July 2002 - December 2003
Newstar Construction June 2001 - December 2003
Skills
Equity Trading, Equities, Trading, Technical Analysis, Microsoft Excel, Bloomberg, Options, Stock Market, Investments, Portuguese, Electronic Trading, Financial Markets, Portfolio Management, Asset Allocation, Finance, Trading Strategies, Investment Strategies, Proprietary Trading, Valuation, Equity Research, Financial Analysis, Financial Modeling, Corporate Finance, Strategy, MBA, PowerPoint, Microsoft Word, Microsoft Office, Presentations, Private Banking, Banking, Business Strategy, Investment Banking, Fixed Income, Hedge Funds, Analysis, Mutual Funds, Asset Management, Capital Markets
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
Masters of Business Administration, Corporate Finance
Saint Joseph's University 1998 — 2002
B.S, Finance
Benjamin Echegoyen, CFP® Benjamin Echegoyen, CFP®'s Vanguard Experience January 2007 - Present
Job Financial Planner Institutional Participant Education at The Vanguard Group
Industry Financial Services
Experience
Vanguard January 2007 - Present
Vanguard November 2004 - January 2007
Vanguard July 2001 - November 2004
Skills
Bilingual-Spanish, Series 7, Retirement Planning, IRA's, Mutual Funds, Investment Strategies, 401k, Financial Planning, Personal Finance, Investments, Investment Management, Investment Advisory, IRAs, Finance, Fixed Income, Securities, Strategic Financial..., Equities, Portfolio Management, Series 63, Financial Services, Pensions, Retirement, Wealth Management, Asset Allocation, Financial Analysis, ETFs, Asset Management, Relationship Management, Financial Advisory, FINRA, Certified Financial...
Education
Saint Joseph's University - Erivan K. Haub School of Business 2009 — 2015
MBA, Master's of Business Administration
The University of Connecticut School of Business 1992 — 1997
Bachelor's of Science, Finance
Vanguard January 2007 - Present
Vanguard November 2004 - January 2007
Vanguard July 2001 - November 2004
Skills
Bilingual-Spanish, Series 7, Retirement Planning, IRA's, Mutual Funds, Investment Strategies, 401k, Financial Planning, Personal Finance, Investments, Investment Management, Investment Advisory, IRAs, Finance, Fixed Income, Securities, Strategic Financial..., Equities, Portfolio Management, Series 63, Financial Services, Pensions, Retirement, Wealth Management, Asset Allocation, Financial Analysis, ETFs, Asset Management, Relationship Management, Financial Advisory, FINRA, Certified Financial...
Education
Saint Joseph's University - Erivan K. Haub School of Business 2009 — 2015
MBA, Master's of Business Administration
The University of Connecticut School of Business 1992 — 1997
Bachelor's of Science, Finance
Martin Schamis's Vanguard Experience July 2012 - September 2015
Job Vice President / Head of Wealth Planning at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC October 2015 - Present
Vanguard July 2012 - September 2015
The Vanguard Group July 2009 - June 2012
Vanguard May 2006 - June 2009
Vanguard January 2004 - April 2006
Morgan Stanley January 2001 - December 2003
Skills
MBA Finance, Certified Financial..., Series 7, Series 24, Series 66, People Management, Business Management, Department Management, Team Management, Team Leadership, Cross-functional Team..., Budget Management, Financial Planning, Portfolio Management, Developing Client..., Customer Service, Account Management, Business Strategy, Call Center Development, Contact Center Design, Technology Planning, Technology Development, Forecast Modeling, Financial Forecasting, Forecasting, Statistical Modeling, Process Optimization, Talent Development, Talent Management, Talent Identification, Mentoring, Hiring, Interviewing, Training & Development, Operations Management, Multi-Site Operations, Strategic Financial..., Management, Personal Finance, ETFs, Budgets, Mutual Funds, Relationship Management, Series 63, Retirement Planning, Risk Management
Education
St. Joseph's University 2007 — 2010
MBA, Finance
University of Delaware 1990 — 1994
BA, Physics / Art
The American College
CFP, Certified Financial Planner
Janney Montgomery Scott LLC October 2015 - Present
Vanguard July 2012 - September 2015
The Vanguard Group July 2009 - June 2012
Vanguard May 2006 - June 2009
Vanguard January 2004 - April 2006
Morgan Stanley January 2001 - December 2003
Skills
MBA Finance, Certified Financial..., Series 7, Series 24, Series 66, People Management, Business Management, Department Management, Team Management, Team Leadership, Cross-functional Team..., Budget Management, Financial Planning, Portfolio Management, Developing Client..., Customer Service, Account Management, Business Strategy, Call Center Development, Contact Center Design, Technology Planning, Technology Development, Forecast Modeling, Financial Forecasting, Forecasting, Statistical Modeling, Process Optimization, Talent Development, Talent Management, Talent Identification, Mentoring, Hiring, Interviewing, Training & Development, Operations Management, Multi-Site Operations, Strategic Financial..., Management, Personal Finance, ETFs, Budgets, Mutual Funds, Relationship Management, Series 63, Retirement Planning, Risk Management
Education
St. Joseph's University 2007 — 2010
MBA, Finance
University of Delaware 1990 — 1994
BA, Physics / Art
The American College
CFP, Certified Financial Planner
Theresa Taggart Theresa Taggart's Vanguard Experience January 1999 - September 2003
Job Director of Communications at The Merion Cricket Club
Industry Hospitality
Experience
The Merion Cricket Club May 2008 - Present
Vanguard January 1999 - September 2003
Education
St. Joseph's University 1988 — 1992
BS, Marketing
The Merion Cricket Club May 2008 - Present
Vanguard January 1999 - September 2003
Education
St. Joseph's University 1988 — 1992
BS, Marketing
Nicholas Puleo, CIMA Nicholas Puleo, CIMA's Vanguard Experience December 2014 - Present
Job Relationship Manager
Industry Financial Services
Experience
Vanguard December 2014 - Present
Vanguard December 2010 - December 2014
Vanguard October 2008 - December 2010
Vanguard August 2006 - October 2008
Vanguard March 2004 - August 2006
Skills
Series 7, Series 63, Mutual Funds, ETFs, Investments, Asset Allocation, Investment Strategies, Wealth Management, Financial Services, Relationship Management, Financial Markets, Financial Advisory, Wealth Management..., Securities, Finance, Series 6, Alternative Investments, Equities
Education
Saint Joseph's University 1999 — 2003
BA, Finance
Saint Joseph's University 1999 — 2003
Finance, General
Vanguard December 2014 - Present
Vanguard December 2010 - December 2014
Vanguard October 2008 - December 2010
Vanguard August 2006 - October 2008
Vanguard March 2004 - August 2006
Skills
Series 7, Series 63, Mutual Funds, ETFs, Investments, Asset Allocation, Investment Strategies, Wealth Management, Financial Services, Relationship Management, Financial Markets, Financial Advisory, Wealth Management..., Securities, Finance, Series 6, Alternative Investments, Equities
Education
Saint Joseph's University 1999 — 2003
BA, Finance
Saint Joseph's University 1999 — 2003
Finance, General
kristen giacchino kristen giacchino's Vanguard Experience February 1999 - January 2000
Job crew coach at baldwin school
Industry Sports
Experience
baldwin school February 2007 - Present
The Baldwin School February 2006 - Present
The Agnes Irwin School February 2003 - January 2007
Delaware Investments February 2000 - January 2002
Vanguard February 1999 - January 2000
Vanguard February 1997 - January 1999
Skills
Training
Education
Saint Joseph's University 1993 — 1997
B.S, Finance
Saint Joseph's University
BS, Finance
baldwin school February 2007 - Present
The Baldwin School February 2006 - Present
The Agnes Irwin School February 2003 - January 2007
Delaware Investments February 2000 - January 2002
Vanguard February 1999 - January 2000
Vanguard February 1997 - January 1999
Skills
Training
Education
Saint Joseph's University 1993 — 1997
B.S, Finance
Saint Joseph's University
BS, Finance
Kenneth Cooper, CISA Kenneth Cooper, CISA's Vanguard Experience June 2013 - Present
Job Senior Risk Manager at The Vanguard Group
Industry Financial Services
Experience
Vanguard June 2013 - Present
The Vanguard Group August 2010 - June 2013
Vanguard January 2009 - August 2010
The Vanguard Group February 2004 - January 2009
Citigroup December 1997 - February 2004
Dow Jones April 1994 - December 1997
Germantown Saving Bank February 1987 - April 1994
Skills
Risk Management, Disaster Recovery, IT Audit, SDLC, Auditing, Business Analysis, Enterprise Risk..., Financial Risk, Information Technology, IT Risk Management, IT Management, Financial Services, Business Continuity
Education
Saint Joseph's University 1991 — 1995
Bachelor of Science (BS), Management Information Systems
Vanguard June 2013 - Present
The Vanguard Group August 2010 - June 2013
Vanguard January 2009 - August 2010
The Vanguard Group February 2004 - January 2009
Citigroup December 1997 - February 2004
Dow Jones April 1994 - December 1997
Germantown Saving Bank February 1987 - April 1994
Skills
Risk Management, Disaster Recovery, IT Audit, SDLC, Auditing, Business Analysis, Enterprise Risk..., Financial Risk, Information Technology, IT Risk Management, IT Management, Financial Services, Business Continuity
Education
Saint Joseph's University 1991 — 1995
Bachelor of Science (BS), Management Information Systems
Vince Garzarella's Vanguard Experience May 2011 - Present
Job Head of Mid Market 401(k), 403(b)(7), Non Qualified Plans Administration & Service Offer Development and Governance
Industry Financial Services
Experience
Vanguard May 2011 - Present
Vanguard June 2006 - May 2011
Vanguard October 2003 - June 2006
Vanguard January 1999 - October 2003
Vanguard June 1998 - January 1999
Skills
Operations Management, Relationship Management, Leadership, Financial Services, Retirement Planning, Strategy, Business Analysis, Finance, Retirement, Talent Management, Process Improvement, Risk Management, Business Process..., Offer Development, 401k, 403 b, Non-Qualified Deferred..., Investments
Education
Saint Joseph's University
Master of Business Administration (M.B.A.), Leadership
Villanova University
Bachelor's Degree, Sociology
Vanguard May 2011 - Present
Vanguard June 2006 - May 2011
Vanguard October 2003 - June 2006
Vanguard January 1999 - October 2003
Vanguard June 1998 - January 1999
Skills
Operations Management, Relationship Management, Leadership, Financial Services, Retirement Planning, Strategy, Business Analysis, Finance, Retirement, Talent Management, Process Improvement, Risk Management, Business Process..., Offer Development, 401k, 403 b, Non-Qualified Deferred..., Investments
Education
Saint Joseph's University
Master of Business Administration (M.B.A.), Leadership
Villanova University
Bachelor's Degree, Sociology
Nicholas Lawler Nicholas Lawler's Vanguard Experience April 2015 - Present
Job Flagship Assigned Representative
Industry Financial Services
Experience
Vanguard April 2015 - Present
Vanguard July 2013 - April 2015
Coca-Cola Enterprises May 2012 - September 2012
Concentra September 2010 - December 2010
Vector Marketing May 2009 - September 2009
Skills
Social Media, Event Planning, Public Speaking, Microsoft Office, Microsoft Word, Microsoft Excel, Sales, PowerPoint, Facebook, Customer Service, Time Management, Marketing, Management, Marketing Strategy, CRM, Training
Education
Saint Joseph's University 2009 — 2013
Bachelor of Science (BS), Dual Major in Finance and Financial Management Services & Food Marketing, Undergraduate
Saint Joseph's University
Master of Business Administration (MBA), Finance and Financial Management Services, Graduate
Vanguard April 2015 - Present
Vanguard July 2013 - April 2015
Coca-Cola Enterprises May 2012 - September 2012
Concentra September 2010 - December 2010
Vector Marketing May 2009 - September 2009
Skills
Social Media, Event Planning, Public Speaking, Microsoft Office, Microsoft Word, Microsoft Excel, Sales, PowerPoint, Facebook, Customer Service, Time Management, Marketing, Management, Marketing Strategy, CRM, Training
Education
Saint Joseph's University 2009 — 2013
Bachelor of Science (BS), Dual Major in Finance and Financial Management Services & Food Marketing, Undergraduate
Saint Joseph's University
Master of Business Administration (MBA), Finance and Financial Management Services, Graduate
Athanasios (Tom) Poulos's Vanguard Experience September 2013 - December 2014
Job Chartering/Operations at United Bulk Carriers USA
Industry Logistics and Supply Chain
Experience
United Bulk Carriers USA October 2015 - Present
Vanguard September 2013 - December 2014
Allied June 2010 - August 2010
Skills
Economics, Budgets, Negotiation, Advertising, Business Strategy, Market Analysis, Financial Modeling, Process Improvement, Strategy, Risk Management, Team Building, Contract Negotiation
Education
Saint Joseph's University - Erivan K. Haub School of Business 2008 — 2012
B.S., International Business, Economics
United Bulk Carriers USA October 2015 - Present
Vanguard September 2013 - December 2014
Allied June 2010 - August 2010
Skills
Economics, Budgets, Negotiation, Advertising, Business Strategy, Market Analysis, Financial Modeling, Process Improvement, Strategy, Risk Management, Team Building, Contract Negotiation
Education
Saint Joseph's University - Erivan K. Haub School of Business 2008 — 2012
B.S., International Business, Economics
Liz Edgerton Liz Edgerton's Vanguard Experience December 2014 - Present
Job Line Manager at The Vanguard Group
Industry Financial Services
Experience
Vanguard December 2014 - Present
Vanguard May 2013 - Present
Vanguard October 2011 - May 2013
Vanguard July 2010 - October 2011
Vanguard December 2009 - July 2010
Vanguard January 2008 - December 2009
Vanguard May 2007 - January 2008
Skills
DMAIC, Data Analysis, Process Improvement, Sales Management, Series 6, Series 63, Leading Projects, iGrafx, Excel, Training & Development, Consultative Selling, Series 7, Business Development, Employee Training, Microsoft Excel, Project Management, Sales, Selling, Training, Customer Service, Financial Services, Leadership, CRM, Management, Mutual Funds, Relationship Management
Education
Saint Joseph's University 2014 — 2016
Master of Business Administration (M.B.A.), Finance and Financial Management Services
West Chester University of Pennsylvania 2003 — 2007
BS, Communication Studies
Vanguard December 2014 - Present
Vanguard May 2013 - Present
Vanguard October 2011 - May 2013
Vanguard July 2010 - October 2011
Vanguard December 2009 - July 2010
Vanguard January 2008 - December 2009
Vanguard May 2007 - January 2008
Skills
DMAIC, Data Analysis, Process Improvement, Sales Management, Series 6, Series 63, Leading Projects, iGrafx, Excel, Training & Development, Consultative Selling, Series 7, Business Development, Employee Training, Microsoft Excel, Project Management, Sales, Selling, Training, Customer Service, Financial Services, Leadership, CRM, Management, Mutual Funds, Relationship Management
Education
Saint Joseph's University 2014 — 2016
Master of Business Administration (M.B.A.), Finance and Financial Management Services
West Chester University of Pennsylvania 2003 — 2007
BS, Communication Studies
Shaun Gilligan's Vanguard Experience October 2013 - Present
Job Program Manager at The Vanguard Group
Industry Financial Services
Experience
Vanguard October 2013 - Present
Vanguard February 2012 - September 2013
U.S. House of Representatives September 2004 - December 2005
Skills
Leadership, Mutual Funds, Process Improvement, Program Management, Project Management, SDLC, Software Project..., Financial Services, Business Analysis, Management
Education
Saint Joseph's University 2013 — 2017
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Massachusetts, Amherst 1999 — 2003
Journalism, Journalism
Vanguard October 2013 - Present
Vanguard February 2012 - September 2013
U.S. House of Representatives September 2004 - December 2005
Skills
Leadership, Mutual Funds, Process Improvement, Program Management, Project Management, SDLC, Software Project..., Financial Services, Business Analysis, Management
Education
Saint Joseph's University 2013 — 2017
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Massachusetts, Amherst 1999 — 2003
Journalism, Journalism
Jason Knezo's Vanguard Experience 2006 - 2007
Job Prime Brokerage JPMorgan Chase
Industry Investment Banking
Experience
JPMorgan Chase May 2012 - Present
JP Morgan Chase 2010 - May 2012
Independent Wheel, LLC 2009 - 2010
J.G. Wentworth/R.C. Henderson Trust 2007 - 2009
Vanguard 2006 - 2007
Education
Saint Joseph's University - Erivan K. Haub School of Business 2003 — 2007
B.S., Marketing, Finance
JPMorgan Chase May 2012 - Present
JP Morgan Chase 2010 - May 2012
Independent Wheel, LLC 2009 - 2010
J.G. Wentworth/R.C. Henderson Trust 2007 - 2009
Vanguard 2006 - 2007
Education
Saint Joseph's University - Erivan K. Haub School of Business 2003 — 2007
B.S., Marketing, Finance
Marie E. Campbell's Vanguard Experience 1998 - 2000
Job Writer/Editor/Project Manager at Essent Guaranty, Inc.
Industry Writing and Editing
Experience
Essent Guaranty, Inc. September 2014 - Present
Capital Group/American Funds 2006 - Present
Capital Group/American Funds April 2000 - March 2006
Vanguard 1998 - 2000
ARAMARK 1994 - 1996
Skills
Content Strategy, Digital Marketing, Marketing Communications, Project Management, Content Management, Content Development, Email Marketing, User Experience, Technical Writing, Social Media, SEM, Corporate Communications, Content Marketing, Web Content, SEO, Microsites, Management, Investments, Mutual Funds, Mortgage Insurance
Education
Temple University
M.A., Communications
St. Joseph's University
B.S., Finance
Essent Guaranty, Inc. September 2014 - Present
Capital Group/American Funds 2006 - Present
Capital Group/American Funds April 2000 - March 2006
Vanguard 1998 - 2000
ARAMARK 1994 - 1996
Skills
Content Strategy, Digital Marketing, Marketing Communications, Project Management, Content Management, Content Development, Email Marketing, User Experience, Technical Writing, Social Media, SEM, Corporate Communications, Content Marketing, Web Content, SEO, Microsites, Management, Investments, Mutual Funds, Mortgage Insurance
Education
Temple University
M.A., Communications
St. Joseph's University
B.S., Finance
Lauren LaMonaca's Vanguard Experience December 2011 - July 2014
Job Senior Manager at AstraZeneca
Industry Pharmaceuticals
Experience
AstraZeneca August 2014 - Present
Vanguard December 2011 - July 2014
Vanguard October 2009 - December 2011
Vanguard June 2008 - October 2009
Vanguard September 2007 - June 2008
Stradley Ronon 2006 - 2007
Citizens Bank 2005 - 2006
Skills
Series 6, Series 63, Knowledge Management, Staff Development, Internal Communications, Enterprise Risk..., Risk Management..., Risk Analysis, Operational Risk..., Securities Regulation, Strategic Consulting, Risk Management, Sales Support Tools, Change Management, Mobile Communications, Agile Project Management, Thought Leadership, Risk Assessment, Professional Mentoring, Leadership, Leadership Development, Series 7, Shared Services, SEC filings, Securities, Compliance, CRM, Investments, Strategy, Mutual Funds, Financial Services
Education
Saint Joseph's University - Erivan K. Haub School of Business 2008 — 2010
Master of Science, Financial Services
Wagner College
Bachelor of Arts, Government & Politics, Economics, and Sociology
Merion Mercy Academy
High School, High School/Secondary Diploma Programs
AstraZeneca August 2014 - Present
Vanguard December 2011 - July 2014
Vanguard October 2009 - December 2011
Vanguard June 2008 - October 2009
Vanguard September 2007 - June 2008
Stradley Ronon 2006 - 2007
Citizens Bank 2005 - 2006
Skills
Series 6, Series 63, Knowledge Management, Staff Development, Internal Communications, Enterprise Risk..., Risk Management..., Risk Analysis, Operational Risk..., Securities Regulation, Strategic Consulting, Risk Management, Sales Support Tools, Change Management, Mobile Communications, Agile Project Management, Thought Leadership, Risk Assessment, Professional Mentoring, Leadership, Leadership Development, Series 7, Shared Services, SEC filings, Securities, Compliance, CRM, Investments, Strategy, Mutual Funds, Financial Services
Education
Saint Joseph's University - Erivan K. Haub School of Business 2008 — 2010
Master of Science, Financial Services
Wagner College
Bachelor of Arts, Government & Politics, Economics, and Sociology
Merion Mercy Academy
High School, High School/Secondary Diploma Programs
Christopher Celusniak Christopher Celusniak's Vanguard Experience July 2014 - Present
Job Fixed Income Trade Support Analyst at The Vanguard Group
Industry Financial Services
Experience
Vanguard July 2014 - Present
Vanguard June 2013 - July 2014
Saint Joseph's University August 2012 - May 2013
Steven G. Blum and Associates, LLC September 2012 - January 2013
Johnson & Johnson January 2012 - July 2012
Wood Group July 2008 - April 2009
Skills
Estate Planning, Strategic Financial..., Microsoft Excel, Customer Service, SAP, Event Planning, Microsoft Word, Bloomberg Software, Morningstar Office, Budgeting, Morningstar Direct, Mutual Fund Accounting, FACTSET, RedTail, Access Database, Ariba, Smartstream TLM, Process Improvement, Mutual Funds, Wealth Management, Corporate Finance, Retirement Planning, Access, Financial Planning
Education
Saint Joseph's University - Erivan K. Haub School of Business 2009 — 2013
Bachelor of Science in Business Administration, Finacial Planning
Vanguard July 2014 - Present
Vanguard June 2013 - July 2014
Saint Joseph's University August 2012 - May 2013
Steven G. Blum and Associates, LLC September 2012 - January 2013
Johnson & Johnson January 2012 - July 2012
Wood Group July 2008 - April 2009
Skills
Estate Planning, Strategic Financial..., Microsoft Excel, Customer Service, SAP, Event Planning, Microsoft Word, Bloomberg Software, Morningstar Office, Budgeting, Morningstar Direct, Mutual Fund Accounting, FACTSET, RedTail, Access Database, Ariba, Smartstream TLM, Process Improvement, Mutual Funds, Wealth Management, Corporate Finance, Retirement Planning, Access, Financial Planning
Education
Saint Joseph's University - Erivan K. Haub School of Business 2009 — 2013
Bachelor of Science in Business Administration, Finacial Planning
Kelly M. Sweppenhiser, CFA Kelly M. Sweppenhiser, CFA's Vanguard Experience 2013 - Present
Job Sales Executive at Vanguard
Industry Financial Services
Experience
Vanguard 2013 - Present
Education
Virginia Military Institute 2002 — 2006
Bachelor's Degree, Economics and Business, 3.52
Saint Joseph's University - Erivan K. Haub School of Business 2009 — 2012
Master's Degree, Financial Services, 3.87
Vanguard 2013 - Present
Education
Virginia Military Institute 2002 — 2006
Bachelor's Degree, Economics and Business, 3.52
Saint Joseph's University - Erivan K. Haub School of Business 2009 — 2012
Master's Degree, Financial Services, 3.87
Darrin Flaim Darrin Flaim's Vanguard Experience September 2009 - Present
Job Project Manager at Vanguard
Industry Financial Services
Experience
Vanguard September 2009 - Present
Vanguard December 2007 - September 2009
Vanguard November 2004 - December 2007
Vanguard December 2000 - November 2004
Vanguard June 1999 - December 2000
Vanguard September 1997 - June 1999
Vanguard January 1997 - September 1997
Skills
Six Sigma Black Belt, Project Management, Call Center, Operations Management, Leadership Development, Customer Service, Series 6, Series 63, Agile Project Management, Agile Methodologies, Process Improvement, Six Sigma, Contact Centers, Microsoft Office, SharePoint, Visio, iGrafx, Minitab
Education
Saint Joseph's University - Erivan K. Haub School of Business 2007 — 2012
MBA, Finance, 3.5
University of Phoenix 2004 — 2007
Bachelor of Science, Business Administration
Vanguard September 2009 - Present
Vanguard December 2007 - September 2009
Vanguard November 2004 - December 2007
Vanguard December 2000 - November 2004
Vanguard June 1999 - December 2000
Vanguard September 1997 - June 1999
Vanguard January 1997 - September 1997
Skills
Six Sigma Black Belt, Project Management, Call Center, Operations Management, Leadership Development, Customer Service, Series 6, Series 63, Agile Project Management, Agile Methodologies, Process Improvement, Six Sigma, Contact Centers, Microsoft Office, SharePoint, Visio, iGrafx, Minitab
Education
Saint Joseph's University - Erivan K. Haub School of Business 2007 — 2012
MBA, Finance, 3.5
University of Phoenix 2004 — 2007
Bachelor of Science, Business Administration
Matt Norwood's Vanguard Experience January 2014 - Present
Job Client Relationship Associate at Vanguard
Industry Financial Services
Experience
Vanguard January 2014 - Present
Randstad August 2013 - January 2014
The Springhaven Club April 2008 - August 2013
Physiotherapy Associates Inc June 2011 - June 2013
Allegheny Chesapeake Physical Therapy January 2011 - April 2011
UPMC Pepper Institute July 2010 - January 2011
Bryn Mawr Sports Rehab Bryn April 2010 - May 2010
Skills
Microsoft Office, Research, Series 7, Series 63, Customer Service, Microsoft Word, Microsoft Excel, PowerPoint, Hospitals, Exercise Physiology
Education
St. Joseph's University 2013 — 2015
Master of Business Administration (MBA)
University of Pittsburgh 2007 — 2011
Bachelor of Science (BS), Health & Physical Activity
Devon Prep 2003 — 2007
Vanguard January 2014 - Present
Randstad August 2013 - January 2014
The Springhaven Club April 2008 - August 2013
Physiotherapy Associates Inc June 2011 - June 2013
Allegheny Chesapeake Physical Therapy January 2011 - April 2011
UPMC Pepper Institute July 2010 - January 2011
Bryn Mawr Sports Rehab Bryn April 2010 - May 2010
Skills
Microsoft Office, Research, Series 7, Series 63, Customer Service, Microsoft Word, Microsoft Excel, PowerPoint, Hospitals, Exercise Physiology
Education
St. Joseph's University 2013 — 2015
Master of Business Administration (MBA)
University of Pittsburgh 2007 — 2011
Bachelor of Science (BS), Health & Physical Activity
Devon Prep 2003 — 2007
Michael A. Leslie, MBA Michael A. Leslie, MBA's Vanguard Experience July 2011 - August 2012
Job Senior Financial Consultant at Citizens Bank
Industry Financial Services
Experience
Citizens Bank August 2015 - Present
Merrill Edge August 2014 - August 2015
Merrill Lynch April 2013 - November 2014
Dimatteo financial Group June 2012 - April 2013
Vanguard July 2011 - August 2012
Vanguard May 2009 - July 2011
Skills
Series 7, Series 63, ETFs, Mutual Funds, Series 24, Retirement Planning, Investments, Retirement, Asset Allocation, Fixed Annuities, Securities, Equities, FINRA, 401k, Investment Advisory, Financial Services, Wealth Management, Strategic Financial..., Long Term Care Insurance, Options, Bloomberg Terminal, Asset Management, Finance, Banking, Fixed Income, Hedge Funds, Investment Strategies, Capital Markets, Trading, Portfolio Management, Financial Markets, Alternative Investments, Bloomberg, Relationship Management, Financial Planning, Bonds, Financial Advisory, Investment Management, Personal Finance, Equity Trading
Education
St. Joseph's University 2010 — 2015
MBA, Finance
Temple University 1994 — 1999
BA, Political Science
Citizens Bank August 2015 - Present
Merrill Edge August 2014 - August 2015
Merrill Lynch April 2013 - November 2014
Dimatteo financial Group June 2012 - April 2013
Vanguard July 2011 - August 2012
Vanguard May 2009 - July 2011
Skills
Series 7, Series 63, ETFs, Mutual Funds, Series 24, Retirement Planning, Investments, Retirement, Asset Allocation, Fixed Annuities, Securities, Equities, FINRA, 401k, Investment Advisory, Financial Services, Wealth Management, Strategic Financial..., Long Term Care Insurance, Options, Bloomberg Terminal, Asset Management, Finance, Banking, Fixed Income, Hedge Funds, Investment Strategies, Capital Markets, Trading, Portfolio Management, Financial Markets, Alternative Investments, Bloomberg, Relationship Management, Financial Planning, Bonds, Financial Advisory, Investment Management, Personal Finance, Equity Trading
Education
St. Joseph's University 2010 — 2015
MBA, Finance
Temple University 1994 — 1999
BA, Political Science
Craig Finnerty Craig Finnerty's Vanguard Experience April 2014 - Present
Job Investment Specialist at Vanguard
Industry Financial Services
Experience
Vanguard April 2014 - Present
Northwestern Mutual September 2013 - April 2014
Northwestern Mutual December 2012 - August 2013
A&G Simply Summer February 2009 - November 2012
Saint Joseph's University September 2009 - May 2012
Skills
CRM, Sales, Business Planning, Finance, Financial Analysis, Strategic Planning, Marketing Strategy, Marketing Communications, Team Leadership, Account Management, New Business Development, Insurance, Series 7, Series 63
Education
Saint Joseph's University - Erivan K. Haub School of Business 2008 — 2012
Bachelor of Science in Business Administration, Food Marketing
Kent School 2007 — 2008
Diploma
Saint Anthony's High School 2003 — 2007
Diploma
Vanguard April 2014 - Present
Northwestern Mutual September 2013 - April 2014
Northwestern Mutual December 2012 - August 2013
A&G Simply Summer February 2009 - November 2012
Saint Joseph's University September 2009 - May 2012
Skills
CRM, Sales, Business Planning, Finance, Financial Analysis, Strategic Planning, Marketing Strategy, Marketing Communications, Team Leadership, Account Management, New Business Development, Insurance, Series 7, Series 63
Education
Saint Joseph's University - Erivan K. Haub School of Business 2008 — 2012
Bachelor of Science in Business Administration, Food Marketing
Kent School 2007 — 2008
Diploma
Saint Anthony's High School 2003 — 2007
Diploma
Lauren Valente's Vanguard Experience March 2014 - Present
Job Principal at Vanguard
Industry Financial Services
Experience
Vanguard March 2014 - Present
Vanguard April 2011 - February 2014
Vanguard September 2009 - March 2011
The Vanguard Group February 2008 - September 2009
The Vanguard Group January 2007 - February 2008
The Vanguard Group June 2005 - January 2007
The Vanguard Group May 2004 - June 2005
The Vanguard Group July 2003 - May 2004
Education
Villanova University 2006 — 2009
MBA
Saint Joseph's University 1999 — 2003
Bachelor of Science, Information Systems
Saint Joseph's University - Erivan K. Haub School of Business 1999 — 2003
Vanguard March 2014 - Present
Vanguard April 2011 - February 2014
Vanguard September 2009 - March 2011
The Vanguard Group February 2008 - September 2009
The Vanguard Group January 2007 - February 2008
The Vanguard Group June 2005 - January 2007
The Vanguard Group May 2004 - June 2005
The Vanguard Group July 2003 - May 2004
Education
Villanova University 2006 — 2009
MBA
Saint Joseph's University 1999 — 2003
Bachelor of Science, Information Systems
Saint Joseph's University - Erivan K. Haub School of Business 1999 — 2003
Thomas McCullough's Vanguard Experience 2011 - 2015
Job Internal Wholesaler at Forethought Financial Group, Inc.
Industry Investment Management
Bonnie Chercass's Vanguard Experience May 1990 - Present
Job Project Manager at Vanguard
Industry Financial Services
Experience
The Vanguard Group of Investments 2000 - Present
Vanguard May 1990 - Present
The Vanguard Group May 1990 - Present
Vanguard 1990 - 2009
Education
Saint Joseph's University - Erivan K. Haub School of Business
The Vanguard Group of Investments 2000 - Present
Vanguard May 1990 - Present
The Vanguard Group May 1990 - Present
Vanguard 1990 - 2009
Education
Saint Joseph's University - Erivan K. Haub School of Business
Louis Carberry's Vanguard Experience June 2006 - August 2011
Job Analyst at BNP Paribas
Industry Financial Services
Experience
BNP Paribas September 2011 - Present
Vanguard June 2006 - August 2011
Aon Hewitt October 2005 - May 2006
Skills
Series 63, Equities, Series 7, Mutual Funds, Investments, ETFs, Microsoft Excel, Microsoft Word, PowerPoint, Access, Bloomberg Terminal, Integrity, Swift Alliance, Bloomberg, Fixed Income
Education
Saint Joseph's University 1995 — 1999
Bachelor of Science (BS)
St. Joseph's Prep 1991 — 1995
BNP Paribas September 2011 - Present
Vanguard June 2006 - August 2011
Aon Hewitt October 2005 - May 2006
Skills
Series 63, Equities, Series 7, Mutual Funds, Investments, ETFs, Microsoft Excel, Microsoft Word, PowerPoint, Access, Bloomberg Terminal, Integrity, Swift Alliance, Bloomberg, Fixed Income
Education
Saint Joseph's University 1995 — 1999
Bachelor of Science (BS)
St. Joseph's Prep 1991 — 1995
Paul Engelbert, QKA's Vanguard Experience July 2015 - Present
Job Senior Communications Consultant at Vanguard
Industry Financial Services
Experience
Vanguard July 2015 - Present
Vanguard March 2014 - July 2015
Vanguard November 2011 - March 2014
Vanguard July 2007 - November 2011
Vanguard December 2005 - July 2007
Vanguard December 2004 - December 2005
Skills
Finance, Investments, Management, Tax, Mutual Funds, Banking
Education
St. Joseph's University 2005 — 2009
Master of Business Administration (MBA), Finance, General
University of Delaware 2000 — 2004
Bachelor of Science (BS), Business Administration, Finance
Vanguard July 2015 - Present
Vanguard March 2014 - July 2015
Vanguard November 2011 - March 2014
Vanguard July 2007 - November 2011
Vanguard December 2005 - July 2007
Vanguard December 2004 - December 2005
Skills
Finance, Investments, Management, Tax, Mutual Funds, Banking
Education
St. Joseph's University 2005 — 2009
Master of Business Administration (MBA), Finance, General
University of Delaware 2000 — 2004
Bachelor of Science (BS), Business Administration, Finance
Megan Shirbach's Vanguard Experience December 2003 - Present
Job Manager at Vanguard
Industry Financial Services
Experience
Vanguard December 2003 - Present
The Vanguard Group February 2006 - July 2008
Skills
Series 63, Investments, Mutual Funds, Series 6, Leadership, Retirement Planning, Series 7, 401k, Customer Service, Financial Services
Education
Ursinus College 1999 — 2003
Bachelor of Arts (B.A.), Business/Managerial Economics
Saint Joseph's University
Vanguard December 2003 - Present
The Vanguard Group February 2006 - July 2008
Skills
Series 63, Investments, Mutual Funds, Series 6, Leadership, Retirement Planning, Series 7, 401k, Customer Service, Financial Services
Education
Ursinus College 1999 — 2003
Bachelor of Arts (B.A.), Business/Managerial Economics
Saint Joseph's University
Craig Ludwick's Vanguard Experience 1993 - Present
Job Senior Manager at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group June 1993 - Present
Vanguard 1993 - Present
Education
Saint Joseph's University - Erivan K. Haub School of Business 1993 — 1998
MBA, Finance
University of Pittsburgh 1988 — 1992
BA, Business & Writing
The Vanguard Group June 1993 - Present
Vanguard 1993 - Present
Education
Saint Joseph's University - Erivan K. Haub School of Business 1993 — 1998
MBA, Finance
University of Pittsburgh 1988 — 1992
BA, Business & Writing
Lisa Curran's Vanguard Experience 1997 - Present
Job Marketing Manager: Investments, Thought Leadership
Industry Financial Services
Experience
Vanguard 1997 - Present
Saint Joseph's University January 2003 - Present
Peirce College 2012 - Present
Skills
Research, Investments, Analysis, Portfolio Management, Mutual Funds, Business Strategy, PowerPoint, Relationship Management, Non-profits, Strategic Planning, Microsoft Excel, Microsoft Office, Leadership, Financial Services, Strategic Financial..., Microsoft Word, Retirement, Marketing Strategy, Strategy, Finance, Financial Analysis, Marketing, Public Speaking
Education
Saint Joseph's University
MBA, Finance
Shippensburg University of Pennsylvania
Bachelor's degree, Psychology
Vanguard 1997 - Present
Saint Joseph's University January 2003 - Present
Peirce College 2012 - Present
Skills
Research, Investments, Analysis, Portfolio Management, Mutual Funds, Business Strategy, PowerPoint, Relationship Management, Non-profits, Strategic Planning, Microsoft Excel, Microsoft Office, Leadership, Financial Services, Strategic Financial..., Microsoft Word, Retirement, Marketing Strategy, Strategy, Finance, Financial Analysis, Marketing, Public Speaking
Education
Saint Joseph's University
MBA, Finance
Shippensburg University of Pennsylvania
Bachelor's degree, Psychology
David Lam, CFP®'s Vanguard Experience June 2006 - December 2007
Job Special Securities Administrator at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group August 2008 - July 2015
The Vanguard Group January 2008 - July 2008
Vanguard June 2006 - December 2007
Skills
Series 63, Series 7, Brokers, Mutual Funds, Portfolio Management, Bloomberg Terminal, Brokerage, Bloomberg, Cantonese, Securities, Brokerage Operations, Fluent in Cantonese, Certified Financial..., Securities Regulation, Financial Modeling, Financial Analysis, Equity Valuation, Private Equity, Private Placements, Alternative Investments, Financial Planning, Investments, Financial Services
Education
Saint Joseph's University - Erivan K. Haub School of Business 2005 — 2007
MS, Finance
Saint Joseph's University - Erivan K. Haub School of Business 2001 — 2005
BS, Finance
Upper Moreland High School 1998 — 2001
The Vanguard Group August 2008 - July 2015
The Vanguard Group January 2008 - July 2008
Vanguard June 2006 - December 2007
Skills
Series 63, Series 7, Brokers, Mutual Funds, Portfolio Management, Bloomberg Terminal, Brokerage, Bloomberg, Cantonese, Securities, Brokerage Operations, Fluent in Cantonese, Certified Financial..., Securities Regulation, Financial Modeling, Financial Analysis, Equity Valuation, Private Equity, Private Placements, Alternative Investments, Financial Planning, Investments, Financial Services
Education
Saint Joseph's University - Erivan K. Haub School of Business 2005 — 2007
MS, Finance
Saint Joseph's University - Erivan K. Haub School of Business 2001 — 2005
BS, Finance
Upper Moreland High School 1998 — 2001
Maria Downs, SPHR's Vanguard Experience November 2011 - February 2012
Job Project Administrator in Human Resources at Vanguard
Industry Financial Services
Experience
Vanguard November 2011 - February 2012
Vanguard September 2005 - November 2007
The Vanguard Group March 2004 - September 2005
Skills
Series 63, Process Improvement, Mutual Funds, Visio, Series 7, Series 6, Risk Management, Project Management, Change Management, Microsoft Excel, Microsoft Office, Management, 401k, Microsoft Word, HRIS, Talent Management, Public Speaking
Education
Saint Joseph's University - Erivan K. Haub School of Business 2005 — 2010
MBA, Management
Saint Joseph's University 1996 — 2000
Bachelor of Science (B.S.), Political Science and Government
Vanguard November 2011 - February 2012
Vanguard September 2005 - November 2007
The Vanguard Group March 2004 - September 2005
Skills
Series 63, Process Improvement, Mutual Funds, Visio, Series 7, Series 6, Risk Management, Project Management, Change Management, Microsoft Excel, Microsoft Office, Management, 401k, Microsoft Word, HRIS, Talent Management, Public Speaking
Education
Saint Joseph's University - Erivan K. Haub School of Business 2005 — 2010
MBA, Management
Saint Joseph's University 1996 — 2000
Bachelor of Science (B.S.), Political Science and Government
Lori Mighton's Vanguard Experience January 2015 - Present
Job Chief of Staff International Division
Industry Financial Services
Experience
Vanguard January 2015 - Present
Vanguard September 2012 - December 2014
Vanguard July 2011 - October 2012
Vanguard July 2008 - July 2011
Vanguard June 2006 - July 2008
Vanguard March 2005 - June 2006
Vanguard September 2004 - March 2005
Vanguard January 2004 - September 2004
Fiserv August 2002 - December 2003
Skills
Series 6, Series 63, Series 7, Series 24, Series 4, Financial Services, Finance, CRM, Asset Allocation, Securities, Mutual Funds, Relationship Management, Investments, Equities, Wealth Management
Education
Saint Joseph's University 2013 — 2015
Master of Business Administration (MBA)
West Chester University of Pennsylvania 1998 — 2002
BA, Communications/Finance
Vanguard January 2015 - Present
Vanguard September 2012 - December 2014
Vanguard July 2011 - October 2012
Vanguard July 2008 - July 2011
Vanguard June 2006 - July 2008
Vanguard March 2005 - June 2006
Vanguard September 2004 - March 2005
Vanguard January 2004 - September 2004
Fiserv August 2002 - December 2003
Skills
Series 6, Series 63, Series 7, Series 24, Series 4, Financial Services, Finance, CRM, Asset Allocation, Securities, Mutual Funds, Relationship Management, Investments, Equities, Wealth Management
Education
Saint Joseph's University 2013 — 2015
Master of Business Administration (MBA)
West Chester University of Pennsylvania 1998 — 2002
BA, Communications/Finance
Michael Macaronis CFP®'s Vanguard Experience January 2013 - Present
Job Treasury Supervisor
Industry Financial Services
Experience
Vanguard January 2013 - Present
Vanguard November 2011 - January 2013
The Vanguard Group September 2010 - November 2011
The Vanguard Group October 2008 - September 2010
The Vanguard Group October 2007 - October 2008
The Vanguard Group February 2007 - October 2007
The Vanguard Group June 2005 - February 2007
Skills
Series 7, Series 63, Microsoft Excel, Visio, Cash Management
Education
Saint Joseph's University 2001 — 2005
BS, Double Major - Finance and Economics - Magna Cum Laude
Vanguard January 2013 - Present
Vanguard November 2011 - January 2013
The Vanguard Group September 2010 - November 2011
The Vanguard Group October 2008 - September 2010
The Vanguard Group October 2007 - October 2008
The Vanguard Group February 2007 - October 2007
The Vanguard Group June 2005 - February 2007
Skills
Series 7, Series 63, Microsoft Excel, Visio, Cash Management
Education
Saint Joseph's University 2001 — 2005
BS, Double Major - Finance and Economics - Magna Cum Laude
Devang Patel, MBA's Vanguard Experience March 2015 - Present
Job Department Head at Vanguard
Industry Financial Services
Experience
Vanguard March 2015 - Present
Vanguard December 2013 - March 2015
Vanguard April 2012 - December 2013
Vanguard November 2010 - April 2012
Vanguard January 2007 - November 2010
Vanguard Group June 2003 - January 2007
Skills
Requirements Analysis, Requirements Gathering, Requirements Management, Business Requirements, Software Requirements, System Requirements, Project Facilitation, System Testing, Network Operations, Network Administration, IP Networking, ITIL, Availability Management, Problem Analysis, Risk Management, Risk Assessment, Agile Project Management, Agile, Software Project...
Education
Saint Joseph's University - Erivan K. Haub School of Business
MBA, Management
Stevens Institute of Technology
Bachelor of Engineering, Computer Engineering
Stevens Institute of Technology
Minor, Engineering Management
Vanguard March 2015 - Present
Vanguard December 2013 - March 2015
Vanguard April 2012 - December 2013
Vanguard November 2010 - April 2012
Vanguard January 2007 - November 2010
Vanguard Group June 2003 - January 2007
Skills
Requirements Analysis, Requirements Gathering, Requirements Management, Business Requirements, Software Requirements, System Requirements, Project Facilitation, System Testing, Network Operations, Network Administration, IP Networking, ITIL, Availability Management, Problem Analysis, Risk Management, Risk Assessment, Agile Project Management, Agile, Software Project...
Education
Saint Joseph's University - Erivan K. Haub School of Business
MBA, Management
Stevens Institute of Technology
Bachelor of Engineering, Computer Engineering
Stevens Institute of Technology
Minor, Engineering Management
Christin Lukas's Vanguard Experience May 2013 - Present
Job Enterprise Risk Management : Sr. Risk Analyst
Industry Financial Services
Experience
Vanguard May 2013 - Present
Vanguard July 2010 - May 2013
The Vanguard Group Inc. May 2007 - July 2010
Vanguard January 2006 - May 2007
Vanguard October 2004 - January 2006
Vanguard March 2003 - October 2004
Vanguard August 2002 - March 2003
Skills
AML, Financial Services, Project Management, Series 7, Asset Managment, Strategic Financial..., Mutual Funds, Retirement, Securities, Microsoft Office, Asset Management, Series 63
Education
FINRA Series 6 and 63
Saint Joseph's University - Erivan K. Haub School of Business
B.S. Business Administration, Marketing
Vanguard May 2013 - Present
Vanguard July 2010 - May 2013
The Vanguard Group Inc. May 2007 - July 2010
Vanguard January 2006 - May 2007
Vanguard October 2004 - January 2006
Vanguard March 2003 - October 2004
Vanguard August 2002 - March 2003
Skills
AML, Financial Services, Project Management, Series 7, Asset Managment, Strategic Financial..., Mutual Funds, Retirement, Securities, Microsoft Office, Asset Management, Series 63
Education
FINRA Series 6 and 63
Saint Joseph's University - Erivan K. Haub School of Business
B.S. Business Administration, Marketing
Sameh Ibrahim's Vanguard Experience April 2006 - Present
Job Systems Architect
Industry Financial Services
Experience
Vanguard April 2006 - Present
Vanguard February 2004 - April 2006
Vanguard April 2001 - February 2004
Vanguard August 1998 - April 2001
Chelsea Computer Consultants December 1996 - August 1998
SCECO® Saudi Consolidated Electricity Company April 1989 - August 1996
Xerox January 1987 - April 1989
AMAC Al-Ahram Management And Computer Center January 1985 - January 1987
Skills
IT Strategy, IT Solutions, IT Management, IT Development, Voice Telecom Architect, Mobility / Unified..., VoiceXML, Genesys Framework, CTI Link, Avaya Communication..., Avaya Aura, SIP, SIP Trunking, IVR Development, VoIP, Database Design, IBM Mainframe, IVR, CTI, Telecommunications, Unified Communications, Enterprise Architecture, Agile Methodologies, IT Operations, Architecture, Data Center, Requirements Analysis, SDLC, Software Development, Software Project..., VXML, Visio, Architectures
Education
St. Joseph's University 2012 — 2014
Master of Business Administration (M.B.A.) - Candidate
Vanguard April 2006 - Present
Vanguard February 2004 - April 2006
Vanguard April 2001 - February 2004
Vanguard August 1998 - April 2001
Chelsea Computer Consultants December 1996 - August 1998
SCECO® Saudi Consolidated Electricity Company April 1989 - August 1996
Xerox January 1987 - April 1989
AMAC Al-Ahram Management And Computer Center January 1985 - January 1987
Skills
IT Strategy, IT Solutions, IT Management, IT Development, Voice Telecom Architect, Mobility / Unified..., VoiceXML, Genesys Framework, CTI Link, Avaya Communication..., Avaya Aura, SIP, SIP Trunking, IVR Development, VoIP, Database Design, IBM Mainframe, IVR, CTI, Telecommunications, Unified Communications, Enterprise Architecture, Agile Methodologies, IT Operations, Architecture, Data Center, Requirements Analysis, SDLC, Software Development, Software Project..., VXML, Visio, Architectures
Education
St. Joseph's University 2012 — 2014
Master of Business Administration (M.B.A.) - Candidate
Lisa Sands's Vanguard Experience July 2010 - Present
Job Leader, Learning Consultant, Educator
Industry Financial Services
Experience
Saint Joseph's University January 2011 - Present
Vanguard July 2010 - Present
Big Brothers Big Sisters 2010 - Present
Vanguard 2007 - 2010
Performance Development Group 1998 - 2000
Skills
Organizational..., Leadership, E-Learning, Organizational...
Education
St. Joseph's University 2000 — 2005
Master's degree, Training and Organization Development
West Chester University of Pennsylvania
Bachelor's degree, Education
Saint Joseph's University January 2011 - Present
Vanguard July 2010 - Present
Big Brothers Big Sisters 2010 - Present
Vanguard 2007 - 2010
Performance Development Group 1998 - 2000
Skills
Organizational..., Leadership, E-Learning, Organizational...
Education
St. Joseph's University 2000 — 2005
Master's degree, Training and Organization Development
West Chester University of Pennsylvania
Bachelor's degree, Education
Mark Christman's Vanguard Experience June 2010 - Present
Job Financial Analyst Equity ETF Team at Vanguard
Industry Financial Services
Experience
Vanguard June 2010 - Present
Vanguard June 2009 - June 2010
Skills
Bloomberg, Equities, Financial Analysis, Derivatives, Finance, Financial Reporting, Microsoft Excel, Microsoft SQL Server, Microsoft Word, Exchange Traded Funds, Analysis, ETFs
Education
Saint Joseph's University 2005 — 2009
Bachelor's degree, Finance
Boyertown Area Senior High
Vanguard June 2010 - Present
Vanguard June 2009 - June 2010
Skills
Bloomberg, Equities, Financial Analysis, Derivatives, Finance, Financial Reporting, Microsoft Excel, Microsoft SQL Server, Microsoft Word, Exchange Traded Funds, Analysis, ETFs
Education
Saint Joseph's University 2005 — 2009
Bachelor's degree, Finance
Boyertown Area Senior High
Robert Mapes's Vanguard Experience September 2000 - January 2002
Job Teacher at Lower Merion School District
Industry Education Management
Experience
Lower Merion School District August 2004 - Present
West Chester Area School District September 2003 - August 2004
Vanguard September 2000 - January 2002
Lycée Galilée September 1999 - May 2000
Skills
Differentiated..., Classroom Management, Teaching, Elementary Education, Lesson Planning, Smartboard, Data Driven Instruction, Educational Technology, Curriculum Design, Tutoring, Curriculum Development, Classroom, Secondary Education
Education
Saint Joseph's University 2006 — 2008
M.S., Elementary Education
University of Scranton 1995 — 1999
B.A., French/Modern Languages
Lower Merion School District August 2004 - Present
West Chester Area School District September 2003 - August 2004
Vanguard September 2000 - January 2002
Lycée Galilée September 1999 - May 2000
Skills
Differentiated..., Classroom Management, Teaching, Elementary Education, Lesson Planning, Smartboard, Data Driven Instruction, Educational Technology, Curriculum Design, Tutoring, Curriculum Development, Classroom, Secondary Education
Education
Saint Joseph's University 2006 — 2008
M.S., Elementary Education
University of Scranton 1995 — 1999
B.A., French/Modern Languages
Lee Tourscher, CFA's Vanguard Experience May 2007 - August 2007
Job Director, Energy & Mining Group, Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps March 2014 - Present
Duff & Phelps September 2012 - February 2014
Duff & Phelps April 2010 - August 2012
Duff & Phelps July 2008 - March 2010
Vanguard May 2007 - August 2007
Sovereign Bank 2005 - 2006
Skills
Valuation, Financial Modeling, Corporate Finance, Fair Value, Purchase Price..., Power Plants, Financial Analysis, M&A experience, Energy, Energy Markets, Utilities, IPPs, Renewable Energy, Power Generation, Private Equity, Venture Capital
Education
Saint Joseph's University 2004 — 2008
BA / BS, Economics / Finance (Magna Cum Laude)
The London School of Economics and Political Science (LSE) 2006 — 2006
Econometrics
Duff & Phelps March 2014 - Present
Duff & Phelps September 2012 - February 2014
Duff & Phelps April 2010 - August 2012
Duff & Phelps July 2008 - March 2010
Vanguard May 2007 - August 2007
Sovereign Bank 2005 - 2006
Skills
Valuation, Financial Modeling, Corporate Finance, Fair Value, Purchase Price..., Power Plants, Financial Analysis, M&A experience, Energy, Energy Markets, Utilities, IPPs, Renewable Energy, Power Generation, Private Equity, Venture Capital
Education
Saint Joseph's University 2004 — 2008
BA / BS, Economics / Finance (Magna Cum Laude)
The London School of Economics and Political Science (LSE) 2006 — 2006
Econometrics
Whitney Eads Moore's Vanguard Experience September 2000 - Present
Job Product Analyst
Industry Financial Services
Experience
Vanguard September 2000 - Present
Education
St. Joseph's University 2007 — 2013
Professional and Liberal Studies: Social Sciences
The George Washington University 1993 — 1996
History
Vanguard September 2000 - Present
Education
St. Joseph's University 2007 — 2013
Professional and Liberal Studies: Social Sciences
The George Washington University 1993 — 1996
History
Lauren Rozsits's Vanguard Experience July 2010 - Present
Job Financial Associate at Vanguard
Industry Financial Services
Experience
Vanguard July 2010 - Present
IFA May 2009 - August 2009
ING DIRECT May 2008 - August 2008
Philadelphia Insurance Companies September 2007 - December 2007
Education
Saint Joseph's University 2006 — 2010
Bachelors, Finance
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2010
BS, Finance
Vanguard July 2010 - Present
IFA May 2009 - August 2009
ING DIRECT May 2008 - August 2008
Philadelphia Insurance Companies September 2007 - December 2007
Education
Saint Joseph's University 2006 — 2010
Bachelors, Finance
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2010
BS, Finance
Lauren Puig's Vanguard Experience April 2014 - Present
Job Supervisor at Vanguard
Industry Financial Services
Experience
Vanguard April 2014 - Present
Girls Today Leaders Tomorrow September 2013 - September 2014
Vanguard October 2012 - April 2014
Vanguard July 2011 - September 2012
The Clay Center at Villanova School of Business August 2010 - May 2011
VSB Peer Advisors February 2010 - May 2011
Villanova School of Business August 2009 - May 2011
Nothing But Treble January 2008 - May 2011
The Blue Key Society October 2007 - May 2011
Vanguard June 2010 - August 2010
Skills
Data Analysis, Project Management, Leadership, Management, PowerPoint, Financial Analysis, Microsoft Word, Microsoft Excel, Microsoft Office, Process Improvement, Analysis
Education
Saint Joseph's University 2015 — 2016
Master of Business Administration (M.B.A.), Executive MBA
Villanova University 2007 — 2011
Bachelor of Science, Business Administration; Management
Vanguard April 2014 - Present
Girls Today Leaders Tomorrow September 2013 - September 2014
Vanguard October 2012 - April 2014
Vanguard July 2011 - September 2012
The Clay Center at Villanova School of Business August 2010 - May 2011
VSB Peer Advisors February 2010 - May 2011
Villanova School of Business August 2009 - May 2011
Nothing But Treble January 2008 - May 2011
The Blue Key Society October 2007 - May 2011
Vanguard June 2010 - August 2010
Skills
Data Analysis, Project Management, Leadership, Management, PowerPoint, Financial Analysis, Microsoft Word, Microsoft Excel, Microsoft Office, Process Improvement, Analysis
Education
Saint Joseph's University 2015 — 2016
Master of Business Administration (M.B.A.), Executive MBA
Villanova University 2007 — 2011
Bachelor of Science, Business Administration; Management
A. Kimberly Lynch's Vanguard Experience March 1998 - Present
Job Officer at Vanguard
Industry Investment Management
Experience
Vanguard March 1998 - Present
Skills
Series 7, Asset Management, Mutual Funds, Asset Allocation, Securities, Series 63, Investments, FINRA, Fixed Income, Alternative Investments, Bloomberg, Equities, 401k, Financial Services
Education
Franklin & Marshall College
BA, Business administration/accounting
Saint Joseph's University - Erivan K. Haub School of Business
MBA, Finance
Vanguard March 1998 - Present
Skills
Series 7, Asset Management, Mutual Funds, Asset Allocation, Securities, Series 63, Investments, FINRA, Fixed Income, Alternative Investments, Bloomberg, Equities, 401k, Financial Services
Education
Franklin & Marshall College
BA, Business administration/accounting
Saint Joseph's University - Erivan K. Haub School of Business
MBA, Finance
Stephen Mularski's Vanguard Experience February 2014 - Present
Job Building a World Class Assurance and Advisory Function
Industry Accounting
Experience
Vanguard February 2014 - Present
VWR International March 2011 - January 2014
Ernst & Young July 2005 - March 2011
Skills
IT Audit, Sarbanes-Oxley, ITGC, CISA, Sarbanes-Oxley Act, SAS70, Internal Audit, Internal Controls, COBIT, Auditing, Financial Audits, External Audit, Information Technology, Information Security, Governance
Education
Saint Joseph's University 2001 — 2005
B.S. Business Administration, Information Systems
Vanguard February 2014 - Present
VWR International March 2011 - January 2014
Ernst & Young July 2005 - March 2011
Skills
IT Audit, Sarbanes-Oxley, ITGC, CISA, Sarbanes-Oxley Act, SAS70, Internal Audit, Internal Controls, COBIT, Auditing, Financial Audits, External Audit, Information Technology, Information Security, Governance
Education
Saint Joseph's University 2001 — 2005
B.S. Business Administration, Information Systems
Philip Taddeo's Vanguard Experience 1992 - Present
Job Senior Manager at Vanguard
Industry Financial Services
Experience
Vanguard 1992 - Present
Skills
Risk Management, IT Audit, Strategic Planning, Financial Analysis, Business Analysis, Internal Audit, Process Improvement, Project Planning, Leadership, Strategy, Project Management, Management, IT Strategy, Business Process..., Vendor Management
Education
Saint Joseph's University 1996 — 2000
MBA, MIS
Villanova University 1987 — 1991
BSBA, Finance
Devon Prep
Vanguard 1992 - Present
Skills
Risk Management, IT Audit, Strategic Planning, Financial Analysis, Business Analysis, Internal Audit, Process Improvement, Project Planning, Leadership, Strategy, Project Management, Management, IT Strategy, Business Process..., Vendor Management
Education
Saint Joseph's University 1996 — 2000
MBA, MIS
Villanova University 1987 — 1991
BSBA, Finance
Devon Prep
Lauren Bauman's Vanguard Experience May 2008 - Present
Job Project Administrator at Vanguard
Industry Financial Services
Experience
Vanguard May 2008 - Present
Skills
Visio, Business Analysis, SDLC, Process Improvement, PMO, MS Project, Risk Management, Financial Services, SharePoint, Vendor Management, Program Management, Project Delivery, Mutual Funds, Requirements Gathering
Education
Saint Joseph's University 2003 — 2007
Bachelor of Applied Science (BASc), Finance
Vanguard May 2008 - Present
Skills
Visio, Business Analysis, SDLC, Process Improvement, PMO, MS Project, Risk Management, Financial Services, SharePoint, Vendor Management, Program Management, Project Delivery, Mutual Funds, Requirements Gathering
Education
Saint Joseph's University 2003 — 2007
Bachelor of Applied Science (BASc), Finance
Brendan Haughey, CFA's Vanguard Experience June 2014 - Present
Job Vanguard
Industry Financial Services
Experience
Vanguard June 2014 - Present
Vanguard July 2013 - June 2014
The Vanguard Group July 2010 - June 2013
Chartis August 2009 - July 2010
Wilson Elser May 2007 - August 2008
Education
Saint Joseph's University - Erivan K. Haub School of Business 2005 — 2009
Bachelor's, Finance, Economics
Vanguard June 2014 - Present
Vanguard July 2013 - June 2014
The Vanguard Group July 2010 - June 2013
Chartis August 2009 - July 2010
Wilson Elser May 2007 - August 2008
Education
Saint Joseph's University - Erivan K. Haub School of Business 2005 — 2009
Bachelor's, Finance, Economics
Ron Manion's Vanguard Experience May 2000 - Present
Job Manager at Vanguard
Industry Financial Services
Experience
Vanguard May 2000 - Present
Lockheed Martin 1986 - 2000
Sperry Unisys 1981 - 1986
Education
St. Joseph's University 1973 — 1978
Bachelor of Science (BS), Accounting
Vanguard May 2000 - Present
Lockheed Martin 1986 - 2000
Sperry Unisys 1981 - 1986
Education
St. Joseph's University 1973 — 1978
Bachelor of Science (BS), Accounting
Lynne Kurtz's Vanguard Experience November 2008 - Present
Job Executive Services Client Relationship Associate at Vanguard
Industry Financial Services
Experience
Vanguard November 2008 - Present
Prudential Fox and Roach Realtors March 2006 - November 2008
AC Lordi April 2003 - May 2005
Board of Pensions of the Presbyterian Church February 1983 - October 2001
Education
Saint Joseph's University
Bachelor of Science, Finance
Vanguard November 2008 - Present
Prudential Fox and Roach Realtors March 2006 - November 2008
AC Lordi April 2003 - May 2005
Board of Pensions of the Presbyterian Church February 1983 - October 2001
Education
Saint Joseph's University
Bachelor of Science, Finance
Tara Lynn Smith's Vanguard Experience November 2006 - Present
Job Senior Auditor at Vanguard
Industry Financial Services
Experience
Vanguard November 2006 - Present
Skills
Risk Management, Internal Controls, Process Improvement, Auditing, Finance, Project Management, Microsoft Excel, Business Process...
Education
St. Joseph's University 2000 — 2004
Bachelor of Science (BS), Management Information Systems, General
Vanguard November 2006 - Present
Skills
Risk Management, Internal Controls, Process Improvement, Auditing, Finance, Project Management, Microsoft Excel, Business Process...
Education
St. Joseph's University 2000 — 2004
Bachelor of Science (BS), Management Information Systems, General
Steven Smalling's Vanguard Experience March 2011 - Present
Job Project Administrator at Vanguard
Industry Financial Services
Experience
Vanguard March 2011 - Present
Education
St. Joseph's University 2010 — 2012
Master of Business Administration (M.B.A.), Focus in Finance
Saint Michael's College 2003 — 2007
Vanguard March 2011 - Present
Education
St. Joseph's University 2010 — 2012
Master of Business Administration (M.B.A.), Focus in Finance
Saint Michael's College 2003 — 2007
Stephen Bergman's Vanguard Experience June 2008 - Present
Job Senior Manager at The Vanguard Group
Industry Financial Services
Experience
Vanguard June 2008 - Present
Vanguard January 2005 - June 2008
Vanguard January 2001 - January 2005
Vanguard April 1997 - January 2001
Vanguard September 1994 - April 1997
Vanguard December 1991 - September 1994
Education
Saint Joseph's University 2008 — 2012
Master of Business Administration (MBA), Finance, General, 4.0
Temple University 1987 — 1991
Bachelor's degree, Accounting
Vanguard June 2008 - Present
Vanguard January 2005 - June 2008
Vanguard January 2001 - January 2005
Vanguard April 1997 - January 2001
Vanguard September 1994 - April 1997
Vanguard December 1991 - September 1994
Education
Saint Joseph's University 2008 — 2012
Master of Business Administration (MBA), Finance, General, 4.0
Temple University 1987 — 1991
Bachelor's degree, Accounting
Michael Emme's Vanguard Experience March 2014 - Present
Job Sales Analyst at Vanguard
Industry Financial Services
Experience
Vanguard March 2014 - Present
Vanguard July 2010 - March 2014
Vanguard August 2004 - July 2010
Skills
Financial Analysis, Leadership
Education
Saint Joseph's University
Vanguard March 2014 - Present
Vanguard July 2010 - March 2014
Vanguard August 2004 - July 2010
Skills
Financial Analysis, Leadership
Education
Saint Joseph's University
Richard Bleakley's Vanguard Experience May 2013 - Present
Job Black Belt Expert at Vanguard
Industry Financial Services
Experience
Vanguard May 2013 - Present
Vanguard January 2011 - May 2013
Vanguard July 2006 - December 2010
Vanguard July 2003 - June 2006
Skills
Java Application..., Six Sigma, Lean IT, Software Development, Software Project..., Process Improvement, Agile Methodolgy, DMAIC, Black Belt, ASQ Member, Unix, Autonomy IDOL
Education
Saint Joseph's University 2008 — 2011
Master of Business Administration (MBA), International Business
Villanova University 1999 — 2003
Bachelor of Science (B.S.), Computer Science
Vanguard May 2013 - Present
Vanguard January 2011 - May 2013
Vanguard July 2006 - December 2010
Vanguard July 2003 - June 2006
Skills
Java Application..., Six Sigma, Lean IT, Software Development, Software Project..., Process Improvement, Agile Methodolgy, DMAIC, Black Belt, ASQ Member, Unix, Autonomy IDOL
Education
Saint Joseph's University 2008 — 2011
Master of Business Administration (MBA), International Business
Villanova University 1999 — 2003
Bachelor of Science (B.S.), Computer Science
Kim DiNicola's Vanguard Experience December 1998 - Present
Job Project Manager at Vanguard
Industry Financial Services
Experience
Vanguard December 1998 - Present
Skills
Business Analysis, Microsoft Office, Leadership, Customer Service, Project Management, Microsoft Excel, Process Improvement, Risk Management, Strategic Planning, Analysis
Education
Penn State University Great Valley 2008 — 2010
Master of Business Administration (MBA), Magna Cum Laude
Chubb Institute 1998 — 1998
Top Gun Program
Saint Joseph's University 1993 — 1997
Bachelor of Science (BS), Education, Magna Cum Laude
Vanguard December 1998 - Present
Skills
Business Analysis, Microsoft Office, Leadership, Customer Service, Project Management, Microsoft Excel, Process Improvement, Risk Management, Strategic Planning, Analysis
Education
Penn State University Great Valley 2008 — 2010
Master of Business Administration (MBA), Magna Cum Laude
Chubb Institute 1998 — 1998
Top Gun Program
Saint Joseph's University 1993 — 1997
Bachelor of Science (BS), Education, Magna Cum Laude
Louis Sweeney's Vanguard Experience April 2013 - April 2014
Job Senior Examiner at Financial Industry Regulatory Authority (FINRA)
Industry Financial Services
Experience
Financial Industry Regulatory Authority (FINRA) April 2014 - Present
Vanguard April 2013 - April 2014
Vanguard September 2011 - April 2013
Skills
Finance, Analysis, Investments, Financial Services, Financial Risk, Financial Analysis
Education
Saint Joseph's University
Bachelor's degree, Finance, General
Financial Industry Regulatory Authority (FINRA) April 2014 - Present
Vanguard April 2013 - April 2014
Vanguard September 2011 - April 2013
Skills
Finance, Analysis, Investments, Financial Services, Financial Risk, Financial Analysis
Education
Saint Joseph's University
Bachelor's degree, Finance, General
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments