Vanguard Company
Industry: Investment management company
DescriptionThe Vanguard Group is an American registered investment advisor based in Malvern, Pennsylvania with over $5.1 trillion in assets under management. It is the largest provider of mutual funds and the second-largest provider of exchange-traded funds in the world after BlackRock's iShares. Customer service: 0800 032 3731 Assets under management: 5.1 trillion USD (January 31, 2018) Founder: John C. Bogle Founded: 1 May 1975, Valley Forge, Pennsylvania, United States CEO: Mortimer J. Buckley (Jan 2018–) Headquarters: Valley Forge, Pennsylvania, United States
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Vanguard Employees
Employee
Years
Job
Industry
Matthew Hubbell Matthew Hubbell's Vanguard Experience April 2009 - January 2011
Job It's a beautiful thing when a career and passion come together.
Industry Program Development
Experience
Client Solution Architects September 2014 - Present
TriRock Series, Honey Stinger, RacePlace.com, Team Challenge May 2014 - Present
The Wheat Group Inc February 2013 - March 2014
TD Ameritrade Institutional April 2011 - February 2013
Vanguard April 2009 - January 2011
Vanguard April 2008 - May 2009
Vanguard November 2007 - April 2008
Croll Corporation June 2005 - July 2007
Skills
Sales, Account Management, Management, Customer Service, Analysis, Inventory Management, Sales Process, Team Leadership, Strategic Planning, Time Management, Retail, Process Improvement, Sales Management, Finance, Business Analytics, Team Management, Team Building, Training, Leadership, Microsoft Excel, Analytics, Mechanical, Individual Development, Innovation, Financial Analysis, Forecasting, Salesforce.com, Financial Reporting, Scheduling
Education
Finra 2008 — 2008
Scottsdale Community College 2005 — 2007
Associate of Arts (A.A.), Business Management
Client Solution Architects September 2014 - Present
TriRock Series, Honey Stinger, RacePlace.com, Team Challenge May 2014 - Present
The Wheat Group Inc February 2013 - March 2014
TD Ameritrade Institutional April 2011 - February 2013
Vanguard April 2009 - January 2011
Vanguard April 2008 - May 2009
Vanguard November 2007 - April 2008
Croll Corporation June 2005 - July 2007
Skills
Sales, Account Management, Management, Customer Service, Analysis, Inventory Management, Sales Process, Team Leadership, Strategic Planning, Time Management, Retail, Process Improvement, Sales Management, Finance, Business Analytics, Team Management, Team Building, Training, Leadership, Microsoft Excel, Analytics, Mechanical, Individual Development, Innovation, Financial Analysis, Forecasting, Salesforce.com, Financial Reporting, Scheduling
Education
Finra 2008 — 2008
Scottsdale Community College 2005 — 2007
Associate of Arts (A.A.), Business Management
Bryan Nagy Bryan Nagy's Vanguard Experience September 2014 - June 2015
Job Associate Benefits Advisor at Zenefits
Industry Financial Services
Experience
Zenefits June 2015 - Present
Vanguard September 2014 - June 2015
Hyatt Hotels Corporation September 2009 - June 2014
Central Parking System August 2002 - September 2009
United States Air Force June 1997 - July 2002
Skills
Hospitality, Customer Service, Microsoft Excel, Fitness, Hotels, Hospitals, Leadership, Microsoft Office, Microsoft Word, PowerPoint, Problem Solving, Management, Payroll, Time Management, Customer Satisfaction, Team Building, Resorts, Sales, Event Management, Hospitality Management, Hospitality Industry, Hotel Management, Teamwork, Social Media
Education
Northern Arizona University 2012 — 2014
Bachelor of Science (B.S.), Hotel, Motel, and Restaurant Management
Scottsdale Community College 2011 — 2012
Bachelor of Science (BS), Hotel, Motel, and Restaurant Management
St Philip's College 2004 — 2009
Associate of Science (A.S.), Radiologic Technology/Science - Radiographer
Zenefits June 2015 - Present
Vanguard September 2014 - June 2015
Hyatt Hotels Corporation September 2009 - June 2014
Central Parking System August 2002 - September 2009
United States Air Force June 1997 - July 2002
Skills
Hospitality, Customer Service, Microsoft Excel, Fitness, Hotels, Hospitals, Leadership, Microsoft Office, Microsoft Word, PowerPoint, Problem Solving, Management, Payroll, Time Management, Customer Satisfaction, Team Building, Resorts, Sales, Event Management, Hospitality Management, Hospitality Industry, Hotel Management, Teamwork, Social Media
Education
Northern Arizona University 2012 — 2014
Bachelor of Science (B.S.), Hotel, Motel, and Restaurant Management
Scottsdale Community College 2011 — 2012
Bachelor of Science (BS), Hotel, Motel, and Restaurant Management
St Philip's College 2004 — 2009
Associate of Science (A.S.), Radiologic Technology/Science - Radiographer
Paul Lassalle Paul Lassalle's Vanguard Experience July 2007 - April 2008
Job Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments March 2015 - Present
Fidelity Investments October 2010 - March 2015
Fidelity Investments April 2008 - October 2010
Vanguard July 2007 - April 2008
Education
San Diego State University-California State University 2003 — 2007
BS, Finance
Fidelity Investments March 2015 - Present
Fidelity Investments October 2010 - March 2015
Fidelity Investments April 2008 - October 2010
Vanguard July 2007 - April 2008
Education
San Diego State University-California State University 2003 — 2007
BS, Finance
Lydia Kim Lydia Kim's Vanguard Experience May 2013 - August 2013
Job Accountant, Financial Analyst, and CPA Candidate
Industry Accounting
Experience
Johnson & Johnson May 2014 - May 2015
Saint Joseph's University May 2012 - May 2014
Saint Joseph's University September 2011 - May 2014
Vanguard May 2013 - August 2013
EY January 2013 - April 2013
Saint Joseph's University August 2011 - May 2012
Spring Mill Partners July 2011 - September 2011
Saint Joseph's University September 2010 - May 2011
ECS Urban Bridges August 2010 - May 2011
John S Frost PC January 2011 - April 2011
Skills
Accounting, PowerPoint, Microsoft Excel, Microsoft Word, Outlook, Microsoft Office, Access, Customer Service, Social Media, Financial Accounting, Financial Analysis, QuickBooks, Public Speaking, Research, Pivot Tables, SAP, JMP, V Lookups, Instantis, Facset
Education
Saint Joseph's University - Erivan K. Haub School of Business 2010 — 2014
Bachelor of Science in Business Administration, Accounting and Finance
Johnson & Johnson May 2014 - May 2015
Saint Joseph's University May 2012 - May 2014
Saint Joseph's University September 2011 - May 2014
Vanguard May 2013 - August 2013
EY January 2013 - April 2013
Saint Joseph's University August 2011 - May 2012
Spring Mill Partners July 2011 - September 2011
Saint Joseph's University September 2010 - May 2011
ECS Urban Bridges August 2010 - May 2011
John S Frost PC January 2011 - April 2011
Skills
Accounting, PowerPoint, Microsoft Excel, Microsoft Word, Outlook, Microsoft Office, Access, Customer Service, Social Media, Financial Accounting, Financial Analysis, QuickBooks, Public Speaking, Research, Pivot Tables, SAP, JMP, V Lookups, Instantis, Facset
Education
Saint Joseph's University - Erivan K. Haub School of Business 2010 — 2014
Bachelor of Science in Business Administration, Accounting and Finance
Emily Davalchenko Emily Davalchenko's Vanguard Experience July 2001 - September 2004
Job Product Specialist at BlackRock
Industry Financial Services
Experience
BlackRock July 2013 - Present
J.P. Morgan April 2010 - July 2013
Legg Mason September 2005 - April 2010
PNC Advisors September 2004 - September 2005
Vanguard July 2001 - September 2004
Education
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2007
Master of Business Administration (MBA), Marketing
West Chester University of Pennsylvania 1997 — 2001
B.S., Finance
BlackRock July 2013 - Present
J.P. Morgan April 2010 - July 2013
Legg Mason September 2005 - April 2010
PNC Advisors September 2004 - September 2005
Vanguard July 2001 - September 2004
Education
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2007
Master of Business Administration (MBA), Marketing
West Chester University of Pennsylvania 1997 — 2001
B.S., Finance
Vincent Garone Vincent Garone's Vanguard Experience January 2012 - Present
Job Relationship Manager at Vanguard
Industry Financial Services
Experience
Vanguard January 2012 - Present
Vanguard January 2002 - December 2011
Vanguard May 1999 - December 2001
Education
San Jose State University 1981 — 1984
Master's degree, Management Science
State University of New York at Buffalo 1969 — 1973
Bachelor's degree, Economics
Vanguard January 2012 - Present
Vanguard January 2002 - December 2011
Vanguard May 1999 - December 2001
Education
San Jose State University 1981 — 1984
Master's degree, Management Science
State University of New York at Buffalo 1969 — 1973
Bachelor's degree, Economics
Jason Bresnan Jason Bresnan's Vanguard Experience June 1998 - July 2001
Job Assistant Fund Controller at ALPS, A DST Company
Industry Investment Management
Experience
ALPS, A DST Company November 2013 - Present
Capital Group November 2006 - July 2013
Grant Thornton LLP November 2001 - November 2006
Vanguard June 1998 - July 2001
Skills
Mutual Funds, Fund Accounting, Investments, Financial Accounting, Financial Statements, Equities, Fixed Income, Financial Analysis, Financial Services, Tax Accounting, Financial Reporting, Project Management, Income Tax, Corporate Tax, Tax Returns, Operational Risk..., Cross-functional Team..., Relationship Management, Internal Controls, SEC filings, GAAP, Sarbanes-Oxley Act, US GAAP, Tax, Accounting, Finance, SEC Filings
Education
Saint Joseph's University - Erivan K. Haub School of Business 1994 — 1998
Bachelor of Science (BS)
ALPS, A DST Company November 2013 - Present
Capital Group November 2006 - July 2013
Grant Thornton LLP November 2001 - November 2006
Vanguard June 1998 - July 2001
Skills
Mutual Funds, Fund Accounting, Investments, Financial Accounting, Financial Statements, Equities, Fixed Income, Financial Analysis, Financial Services, Tax Accounting, Financial Reporting, Project Management, Income Tax, Corporate Tax, Tax Returns, Operational Risk..., Cross-functional Team..., Relationship Management, Internal Controls, SEC filings, GAAP, Sarbanes-Oxley Act, US GAAP, Tax, Accounting, Finance, SEC Filings
Education
Saint Joseph's University - Erivan K. Haub School of Business 1994 — 1998
Bachelor of Science (BS)
Kevin Place Kevin Place's Vanguard Experience November 2013 - November 2014
Job Financial Analyst Development Program at JPMorgan Chase & Co.
Industry Investment Banking
Experience
JPMorgan Chase & Co. November 2014 - Present
Vanguard November 2013 - November 2014
Vanguard April 2013 - October 2013
TD June 2012 - April 2013
PNC September 2011 - June 2012
Skills
General Insurance, Retail Banking, Banking, Investments, Mortgage Lending, Mutual Funds, Customer Service, Investment Strategies, Investment Management, Financial Services, Insurance, Management, Series 63, Accounting, Sales, Customer Satisfaction, Wealth Management, Portfolio Management, Retirement Planning, Brokerage, Equities, Equity Derivatives, Series 7
Education
Saint Joseph's University - Erivan K. Haub School of Business 2007 — 2011
Bachelor of Science (B.S.), Finance, General
JPMorgan Chase & Co. November 2014 - Present
Vanguard November 2013 - November 2014
Vanguard April 2013 - October 2013
TD June 2012 - April 2013
PNC September 2011 - June 2012
Skills
General Insurance, Retail Banking, Banking, Investments, Mortgage Lending, Mutual Funds, Customer Service, Investment Strategies, Investment Management, Financial Services, Insurance, Management, Series 63, Accounting, Sales, Customer Satisfaction, Wealth Management, Portfolio Management, Retirement Planning, Brokerage, Equities, Equity Derivatives, Series 7
Education
Saint Joseph's University - Erivan K. Haub School of Business 2007 — 2011
Bachelor of Science (B.S.), Finance, General
Drew Henriques, CFA Drew Henriques, CFA's Vanguard Experience June 2009 - September 2010
Job Municipal Strategist in US Fixed Income Strategy at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan April 2014 - Present
Kemper Corporation September 2012 - April 2014
Moodys Corporation September 2010 - September 2012
Vanguard June 2009 - September 2010
Vanguard July 2008 - June 2009
SDSU Finance & Investment Society 2006 - 2008
Merrill Lynch Investment Managers August 2006 - May 2007
Skills
Fixed Income, Bloomberg, Series 7, Financial Analysis, Bonds, Investments, Portfolio Management, Financial Modeling, Series 63, Capital Markets, Mutual Funds, Equities, Asset Managment, Securities, Credit Analysis, Asset Allocation, Valuation, Derivatives, Investment Strategies, Fixed Income Analysis, Fixed Income Portfolio..., Institutional Portfolio..., Investment Management, Due Diligence, Wealth Management, Financial Services, Financial Risk, Structured Finance, Credit, Alternative Investments, Asset Management
Education
San Diego State University-California State University 2004 — 2008
BA, Finance
J.P. Morgan April 2014 - Present
Kemper Corporation September 2012 - April 2014
Moodys Corporation September 2010 - September 2012
Vanguard June 2009 - September 2010
Vanguard July 2008 - June 2009
SDSU Finance & Investment Society 2006 - 2008
Merrill Lynch Investment Managers August 2006 - May 2007
Skills
Fixed Income, Bloomberg, Series 7, Financial Analysis, Bonds, Investments, Portfolio Management, Financial Modeling, Series 63, Capital Markets, Mutual Funds, Equities, Asset Managment, Securities, Credit Analysis, Asset Allocation, Valuation, Derivatives, Investment Strategies, Fixed Income Analysis, Fixed Income Portfolio..., Institutional Portfolio..., Investment Management, Due Diligence, Wealth Management, Financial Services, Financial Risk, Structured Finance, Credit, Alternative Investments, Asset Management
Education
San Diego State University-California State University 2004 — 2008
BA, Finance
Nicole Dinan Nicole Dinan's Vanguard Experience September 1998 - September 2009
Job ADP Retirement Services Relationship Manager
Industry
Experience
ADP December 2013 - Present
University of Phoenix January 2008 - Present
ADP September 2009 - December 2013
Vanguard September 1998 - September 2009
Skills
Benefits Administration, Human Resources, ADP Payroll, Employee Benefits, HRIS, Retirement, Personnel Management, Talent Management, Employee Relations, Applicant Tracking..., Cold Calling, College Recruiting, Deferred Compensation, Payroll, Salesforce.com, Talent Acquisition, Employee Training, Recruiting, PeopleSoft, Performance Management, Onboarding, New Hire Orientations, Workforce Planning, Temporary Placement, Interviews, HR Consulting, Resume Writing, Succession Planning, Internet Recruiting, Building Relationships, Training, Career Development, Leadership, HR Policies
Education
Saint Louis University 1993 — 1997
Bachelor of Arts, BA - Communications
University of Phoenix 1999 — 2001
MBA
ADP December 2013 - Present
University of Phoenix January 2008 - Present
ADP September 2009 - December 2013
Vanguard September 1998 - September 2009
Skills
Benefits Administration, Human Resources, ADP Payroll, Employee Benefits, HRIS, Retirement, Personnel Management, Talent Management, Employee Relations, Applicant Tracking..., Cold Calling, College Recruiting, Deferred Compensation, Payroll, Salesforce.com, Talent Acquisition, Employee Training, Recruiting, PeopleSoft, Performance Management, Onboarding, New Hire Orientations, Workforce Planning, Temporary Placement, Interviews, HR Consulting, Resume Writing, Succession Planning, Internet Recruiting, Building Relationships, Training, Career Development, Leadership, HR Policies
Education
Saint Louis University 1993 — 1997
Bachelor of Arts, BA - Communications
University of Phoenix 1999 — 2001
MBA
Wanda Rattanavilay's Vanguard Experience August 2013 - Present
Job Education Savings Specialist at Vanguard
Industry Investment Management
Experience
Vanguard August 2013 - Present
The Professional Education Institute, Inc. October 2006 - July 2013
Target May 2012 - August 2012
Fidelity National Information Services September 2004 - February 2006
Skills
Sales, Leadership, Training, Sales Process, Customer Retention, Analysis, Customer Satisfaction, Customer Service, Team Leadership, Salesforce.com, Sales Management, Microsoft Office, Call Center, Lead Generation, Microsoft Excel, Microsoft Word
Education
University of Utah - David Eccles School of Business 2011 — 2013
Bachelor of Science (B.S.), Management
Salt Lake Community College 2008 — 2011
Associates of Science
Vanguard August 2013 - Present
The Professional Education Institute, Inc. October 2006 - July 2013
Target May 2012 - August 2012
Fidelity National Information Services September 2004 - February 2006
Skills
Sales, Leadership, Training, Sales Process, Customer Retention, Analysis, Customer Satisfaction, Customer Service, Team Leadership, Salesforce.com, Sales Management, Microsoft Office, Call Center, Lead Generation, Microsoft Excel, Microsoft Word
Education
University of Utah - David Eccles School of Business 2011 — 2013
Bachelor of Science (B.S.), Management
Salt Lake Community College 2008 — 2011
Associates of Science
Tyler Schlumpf, CFA's Vanguard Experience August 2011 - October 2012
Job Second Vice President and Portfolio Manager at Northern Trust
Industry Financial Services
Experience
Northern Trust October 2012 - Present
Vanguard August 2011 - October 2012
Vanguard January 2010 - August 2011
Vanguard May 2006 - January 2010
Skills
Mutual Funds, Asset Allocation, Portfolio Management, Investments, Fixed Income, Finance, Microsoft Office, ETFs, Equities, Microsoft Excel, Bloomberg, Series 63, Series 7, Bloomberg Terminal, Financial Advisory, High Net Worth..., Access, Valuation, Investment Strategies, Project Planning, Securities, Retirement Planning, Risk Management, Asset Management, Factset, Zephyr StyleAdvisor, Alternative Investments, Investment Management, Asset Managment, Financial Services, Inside Sales, Team Management, Economics, Strategic Financial..., Financial Markets, Capital Markets
Education
San Diego State University-California State University 2002 — 2006
BS, Finance
Northern Trust October 2012 - Present
Vanguard August 2011 - October 2012
Vanguard January 2010 - August 2011
Vanguard May 2006 - January 2010
Skills
Mutual Funds, Asset Allocation, Portfolio Management, Investments, Fixed Income, Finance, Microsoft Office, ETFs, Equities, Microsoft Excel, Bloomberg, Series 63, Series 7, Bloomberg Terminal, Financial Advisory, High Net Worth..., Access, Valuation, Investment Strategies, Project Planning, Securities, Retirement Planning, Risk Management, Asset Management, Factset, Zephyr StyleAdvisor, Alternative Investments, Investment Management, Asset Managment, Financial Services, Inside Sales, Team Management, Economics, Strategic Financial..., Financial Markets, Capital Markets
Education
San Diego State University-California State University 2002 — 2006
BS, Finance
Tom Spano Tom Spano's Vanguard Experience July 2004 - March 2005
Job Investment Officer at Hirtle Callaghan & Co.
Industry Investment Management
Experience
Hirtle Callaghan & Co. March 2005 - Present
Vanguard July 2004 - March 2005
Education
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2008
Post Masters, Financial Planning
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2006
MBA
Saint Joseph's University - Erivan K. Haub School of Business 2000 — 2004
BS, Finance
Hirtle Callaghan & Co. March 2005 - Present
Vanguard July 2004 - March 2005
Education
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2008
Post Masters, Financial Planning
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2006
MBA
Saint Joseph's University - Erivan K. Haub School of Business 2000 — 2004
BS, Finance
![Rob Patterson [LION]](https://cdn.bearsofficialsstore.com/li/webp/79597422.webp)
Rob Patterson [LION] Rob Patterson [LION]'s Vanguard Experience November 2007 - May 2010
Job Unrestricted Free Agent
Industry Financial Services
Experience
Merrill Edge March 2014 - May 2014
WageWorks December 2012 - November 2013
Merrill Lynch December 2011 - April 2012
Vanguard November 2007 - May 2010
Vanguard February 2003 - November 2007
Vanguard June 1998 - February 2003
Vanguard June 1997 - June 1998
The Antigua Group, Inc. 1984 - 1990
Skills
Account Reconciliation, CRM, Time Management, Business Development, Portfolio Management, Financial Services, Call Center, Securities, Fixed Annuities, Process Improvement, Mutual Funds, FINRA, Retirement, Employee Benefits, Asset Allocation, Series 6, Vendor Management, Customer Satisfaction, Series 63, Team Building, Loans, Team Leadership, Retirement Planning, Coaching, Benefits Administration, Problem Management, Mentoring, Leadership, ETFs, 401k, Strategic Financial..., Investments, Wealth Management, Relationship Management, Interviews, Insurance, Series 7, Risk Management, Management, Training, Financial Advisory, Health Insurance, Access, Recruiting, Financial Analysis, Applicant Tracking..., Call Centers
Education
Scottsdale Community College 1984 — 1994
Associate of Arts
Arcadia High School 1982 — 1984
Diploma
Merrill Edge March 2014 - May 2014
WageWorks December 2012 - November 2013
Merrill Lynch December 2011 - April 2012
Vanguard November 2007 - May 2010
Vanguard February 2003 - November 2007
Vanguard June 1998 - February 2003
Vanguard June 1997 - June 1998
The Antigua Group, Inc. 1984 - 1990
Skills
Account Reconciliation, CRM, Time Management, Business Development, Portfolio Management, Financial Services, Call Center, Securities, Fixed Annuities, Process Improvement, Mutual Funds, FINRA, Retirement, Employee Benefits, Asset Allocation, Series 6, Vendor Management, Customer Satisfaction, Series 63, Team Building, Loans, Team Leadership, Retirement Planning, Coaching, Benefits Administration, Problem Management, Mentoring, Leadership, ETFs, 401k, Strategic Financial..., Investments, Wealth Management, Relationship Management, Interviews, Insurance, Series 7, Risk Management, Management, Training, Financial Advisory, Health Insurance, Access, Recruiting, Financial Analysis, Applicant Tracking..., Call Centers
Education
Scottsdale Community College 1984 — 1994
Associate of Arts
Arcadia High School 1982 — 1984
Diploma
Brian Oosdyke Brian Oosdyke's Vanguard Experience August 2003 - Present
Job Sales Executive at Vanguard
Industry Financial Services
Experience
Vanguard August 2003 - Present
Vanguard June 1998 - July 2003
U.S. Navy June 1991 - June 1998
Skills
Series 63, Series 6, CIMA, Series 7
Education
San Diego State University-California State University 1996 — 1998
MBA
University of Florida 1987 — 1991
Political Science
Vanguard August 2003 - Present
Vanguard June 1998 - July 2003
U.S. Navy June 1991 - June 1998
Skills
Series 63, Series 6, CIMA, Series 7
Education
San Diego State University-California State University 1996 — 1998
MBA
University of Florida 1987 — 1991
Political Science
Dina Alongi Caggiula's Vanguard Experience July 2015 - Present
Job Chief of Staff, Legal & Compliance Division at Vanguard
Industry Financial Services
Experience
Vanguard July 2015 - Present
Vanguard March 2014 - Present
Vanguard October 2012 - March 2014
Vanguard July 2011 - October 2012
Saint Joseph's University September 2010 - July 2011
Philadelphia Court of Common Pleas May 2010 - August 2010
Barilotti Wealth Strategies January 2008 - August 2009
New York Life Insurance Company October 2006 - December 2007
Skills
Financial Analysis, Investments, Finance, Financial Services, Microsoft Excel, Mutual Funds, Data Analysis, Analysis, Insurance, Leadership, Research, Strategy
Education
Saint Joseph's University - Erivan K. Haub School of Business 2010 — 2011
MBA
Saint Joseph's University - Erivan K. Haub School of Business 2005 — 2009
Bachelor of Science, Finance
Vanguard July 2015 - Present
Vanguard March 2014 - Present
Vanguard October 2012 - March 2014
Vanguard July 2011 - October 2012
Saint Joseph's University September 2010 - July 2011
Philadelphia Court of Common Pleas May 2010 - August 2010
Barilotti Wealth Strategies January 2008 - August 2009
New York Life Insurance Company October 2006 - December 2007
Skills
Financial Analysis, Investments, Finance, Financial Services, Microsoft Excel, Mutual Funds, Data Analysis, Analysis, Insurance, Leadership, Research, Strategy
Education
Saint Joseph's University - Erivan K. Haub School of Business 2010 — 2011
MBA
Saint Joseph's University - Erivan K. Haub School of Business 2005 — 2009
Bachelor of Science, Finance
Travis Holt Travis Holt's Vanguard Experience January 2014 - Present
Job Brokerage Associate at Vanguard
Industry Financial Services
Experience
Vanguard January 2014 - Present
Carolina Ale House November 2013 - January 2014
Chesapeake Tours and Promotions August 2012 - March 2013
Century 21 May 2012 - September 2012
Ocean City Tennis Center May 2011 - September 2011
Branchburg Family Golf Center May 2010 - August 2010
Montgomery Recreation June 2006 - August 2009
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Social Networking, Information Technology, Wealth Management, Risk Management, Investments, Human Resources, Retirement Planning, Life Insurance, Health Insurance, Insurance Law, Mutual Funds, Fixed Annuities, Variable Annuities, Indexed Annuities, Stock Trading, 401k Rollovers, Social Security Law, Sales Process, Series 7
Education
Salisbury University - Perdue School of Business 2009 — 2013
Bachelor of Arts (B.A.), Business Management, Finance
Vanguard January 2014 - Present
Carolina Ale House November 2013 - January 2014
Chesapeake Tours and Promotions August 2012 - March 2013
Century 21 May 2012 - September 2012
Ocean City Tennis Center May 2011 - September 2011
Branchburg Family Golf Center May 2010 - August 2010
Montgomery Recreation June 2006 - August 2009
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Social Networking, Information Technology, Wealth Management, Risk Management, Investments, Human Resources, Retirement Planning, Life Insurance, Health Insurance, Insurance Law, Mutual Funds, Fixed Annuities, Variable Annuities, Indexed Annuities, Stock Trading, 401k Rollovers, Social Security Law, Sales Process, Series 7
Education
Salisbury University - Perdue School of Business 2009 — 2013
Bachelor of Arts (B.A.), Business Management, Finance
Michael J. Manfre Michael J. Manfre's Vanguard Experience June 2014 - Present
Job Senior Manager, Institutional Investor Group at Vanguard
Industry Financial Services
Experience
Vanguard June 2014 - Present
Vanguard February 2009 - June 2014
Vanguard May 2006 - February 2009
US Bank May 1987 - May 2006
Skills
Team Leadership, Client Relationship..., Business Acumen, Problem Solving, Financial Analysis, Analytical Abilities, Persuasion, Influence, Negotiation, Social Influence, Relationship Management, CRM, Portfolio Management, Leadership, Performance Management, Asset Management, Series 63
Education
Saint Joseph's University - Erivan K. Haub School of Business
Master of Business Administration, Finance
Washington State University - College of Business and Economics
Bachelor of Arts, Business Administration - Finance
University of Washington, Michael G. Foster School of Business
Pacific Coast Banking School
Vanguard June 2014 - Present
Vanguard February 2009 - June 2014
Vanguard May 2006 - February 2009
US Bank May 1987 - May 2006
Skills
Team Leadership, Client Relationship..., Business Acumen, Problem Solving, Financial Analysis, Analytical Abilities, Persuasion, Influence, Negotiation, Social Influence, Relationship Management, CRM, Portfolio Management, Leadership, Performance Management, Asset Management, Series 63
Education
Saint Joseph's University - Erivan K. Haub School of Business
Master of Business Administration, Finance
Washington State University - College of Business and Economics
Bachelor of Arts, Business Administration - Finance
University of Washington, Michael G. Foster School of Business
Pacific Coast Banking School
Robert Bustard Robert Bustard's Vanguard Experience July 2011 - Present
Job Operations and Reporting Supervisor at Vanguard
Industry Financial Services
Experience
Vanguard July 2011 - Present
Vanguard January 2008 - July 2011
Vanguard March 2007 - January 2008
Vanguard February 2005 - March 2007
First Investors Corporation February 1999 - January 2005
John Hancock Life Insurance Company (U.S.A.) December 1997 - January 1999
Skills
FINRA Series 6, FINRA Series 63, Client-focused, Coaching, Operations Management, Reporting Metrics, Leadership, Relationship Management, Series 63, Retirement Planning, Mutual Funds, Series 6, Financial Services, Asset Allocation, ETFs, 401k, Retirement, FINRA, Investments, Investment Strategies, Strategic Financial..., IRAs, Finance, Financial Advisory, Insurance, High Net Worth..., Process Improvement, 401k Rollovers
Education
Pennsylvania State University-Great Valley Graduate Center 2012 — 2015
Master of Leadership Development (MLD)
Pennsylvania State University-Great Valley Graduate Center 2010 — 2014
MBA, New Ventures and Entrepreneurial Studies
Saint Joseph's University - Erivan K. Haub School of Business 1994 — 1998
Bachelor of Science, Finance
Vanguard July 2011 - Present
Vanguard January 2008 - July 2011
Vanguard March 2007 - January 2008
Vanguard February 2005 - March 2007
First Investors Corporation February 1999 - January 2005
John Hancock Life Insurance Company (U.S.A.) December 1997 - January 1999
Skills
FINRA Series 6, FINRA Series 63, Client-focused, Coaching, Operations Management, Reporting Metrics, Leadership, Relationship Management, Series 63, Retirement Planning, Mutual Funds, Series 6, Financial Services, Asset Allocation, ETFs, 401k, Retirement, FINRA, Investments, Investment Strategies, Strategic Financial..., IRAs, Finance, Financial Advisory, Insurance, High Net Worth..., Process Improvement, 401k Rollovers
Education
Pennsylvania State University-Great Valley Graduate Center 2012 — 2015
Master of Leadership Development (MLD)
Pennsylvania State University-Great Valley Graduate Center 2010 — 2014
MBA, New Ventures and Entrepreneurial Studies
Saint Joseph's University - Erivan K. Haub School of Business 1994 — 1998
Bachelor of Science, Finance
Kevin Morris, CFP (R)'s Vanguard Experience March 2004 - July 2015
Job Financial Planner at Vanguard
Industry Financial Services
Experience
Vanguard March 2004 - July 2015
Ameriprise Financial Services, Inc. August 2000 - March 2004
Discount Tire Company June 1998 - June 2000
Skills
Certified Financial..., Retirement Planning, Strategic Financial..., High Net Worth..., Finance, Mutual Funds, Retirement, Wealth Management, Quality Assurance, Investments, Series 7, Investment Advisory, Financial Advisory
Education
Parks College, Saint Louis University 1991 — 1994
Bachelor of Science (BS), Business Administration and Management, Aviation
Scottsdale Community College 1989 — 1991
Associate of Arts (AA), General Studies
Vanguard March 2004 - July 2015
Ameriprise Financial Services, Inc. August 2000 - March 2004
Discount Tire Company June 1998 - June 2000
Skills
Certified Financial..., Retirement Planning, Strategic Financial..., High Net Worth..., Finance, Mutual Funds, Retirement, Wealth Management, Quality Assurance, Investments, Series 7, Investment Advisory, Financial Advisory
Education
Parks College, Saint Louis University 1991 — 1994
Bachelor of Science (BS), Business Administration and Management, Aviation
Scottsdale Community College 1989 — 1991
Associate of Arts (AA), General Studies
Kirk Kozicki Kirk Kozicki's Vanguard Experience August 2008 - December 2008
Job Auto and Property
Industry Insurance
Experience
Brezina Claims Associates November 2014 - Present
Empirica - ALS Oil and Gas September 2011 - November 2014
Blu Burger Grille April 2008 - August 2011
Vanguard August 2008 - December 2008
Arizona Labor Force December 2006 - June 2008
Ryland Homes January 2006 - October 2006
Skills
Customer Service, Customer Satisfaction, Training, Project Planning, Strategic Planning, Quality Assurance, Logistics, Microsoft Office, Microsoft Excel, Leadership, Microsoft Word, Supervisory Skills, PowerPoint, Inventory Management, Management, Negotiation
Education
Paradise Valley Comm College 2009 — 2010
Fire Science
Sam Houston State University 1999 — 2004
Business/Finance
Brezina Claims Associates November 2014 - Present
Empirica - ALS Oil and Gas September 2011 - November 2014
Blu Burger Grille April 2008 - August 2011
Vanguard August 2008 - December 2008
Arizona Labor Force December 2006 - June 2008
Ryland Homes January 2006 - October 2006
Skills
Customer Service, Customer Satisfaction, Training, Project Planning, Strategic Planning, Quality Assurance, Logistics, Microsoft Office, Microsoft Excel, Leadership, Microsoft Word, Supervisory Skills, PowerPoint, Inventory Management, Management, Negotiation
Education
Paradise Valley Comm College 2009 — 2010
Fire Science
Sam Houston State University 1999 — 2004
Business/Finance
Charli Strassman Charli Strassman's Vanguard Experience March 2014 - Present
Job International Reporting and Analysis Administrator at Vanguard
Industry Financial Services
Experience
Vanguard March 2014 - Present
Vanguard December 2012 - March 2014
Target August 2012 - December 2012
Limited Brands May 2011 - January 2012
Women in War Zones May 2011 - August 2011
Seeds of Peace September 2010 - December 2010
Jewish Federation of Greater Philadelphia June 2009 - August 2009
Montgomery County Democratic Committee January 2008 - June 2008
Education
Seton Hall University 2008 — 2012
Bachelors of Science, Majors: Economics, International Relations; Minors: Non-profit Studies, Spanish
University of Virginia 2011 — 2011
Undergraduate, Semester at Sea- Study Abroad Program
Vanguard March 2014 - Present
Vanguard December 2012 - March 2014
Target August 2012 - December 2012
Limited Brands May 2011 - January 2012
Women in War Zones May 2011 - August 2011
Seeds of Peace September 2010 - December 2010
Jewish Federation of Greater Philadelphia June 2009 - August 2009
Montgomery County Democratic Committee January 2008 - June 2008
Education
Seton Hall University 2008 — 2012
Bachelors of Science, Majors: Economics, International Relations; Minors: Non-profit Studies, Spanish
University of Virginia 2011 — 2011
Undergraduate, Semester at Sea- Study Abroad Program
Cord Claffey Cord Claffey's Vanguard Experience June 2013 - February 2014
Job Jr. Associate at Caliber Companies
Industry Real Estate
Experience
Caliber Companies May 2014 - Present
Nabers Financial February 2014 - May 2014
Vanguard June 2013 - February 2014
Aztec Shops September 2010 - May 2013
Associated Students Finance Board August 2011 - May 2012
Associated Students March 2011 - May 2012
Associated Business Student Council November 2010 - May 2012
Residence Hall Association August 2010 - May 2011
Skills
Strategic Planning, Public Speaking, Budgeting, Event Planning, PowerPoint, Excel, Parliamentary Procedure, Financial Analysis, Team Leadership, Budgets, Data Analysis, Public Relations, Microsoft Excel, Social Media, Facebook
Education
San Diego State University-California State University 2009 — 2013
Bachelor of Business Administration, Finance
Chaparral High School 2005 — 2009
Caliber Companies May 2014 - Present
Nabers Financial February 2014 - May 2014
Vanguard June 2013 - February 2014
Aztec Shops September 2010 - May 2013
Associated Students Finance Board August 2011 - May 2012
Associated Students March 2011 - May 2012
Associated Business Student Council November 2010 - May 2012
Residence Hall Association August 2010 - May 2011
Skills
Strategic Planning, Public Speaking, Budgeting, Event Planning, PowerPoint, Excel, Parliamentary Procedure, Financial Analysis, Team Leadership, Budgets, Data Analysis, Public Relations, Microsoft Excel, Social Media, Facebook
Education
San Diego State University-California State University 2009 — 2013
Bachelor of Business Administration, Finance
Chaparral High School 2005 — 2009
Joy Taylor Brown, MBA, MBB's Vanguard Experience September 2013 - Present
Job Digital Technology Executive at Vanguard
Industry Financial Services
Experience
Vanguard September 2013 - Present
Vanguard Institutional Investor Group April 2010 - September 2013
Vanguard February 2007 - March 2010
GE Corporate June 2004 - February 2007
GE Capital August 2002 - June 2004
GE Consumer Finance June 2000 - August 2002
GE Asset Management June 2000 - August 2002
GE Financial Assurance (Genworth) June 2000 - June 2002
GE 2000 - 2002
Philip Morris International June 1998 - June 2000
Skills
Six Sigma, Leadership, SDLC, Project Management, CRM, Business Process..., Vendor Management, ERP, DMAIC, DFSS, Lean Transformation, Information Technology, Change Management, Program Management, Operations Management, Capital Budgeting, Personal Branding, Data Warehousing, Business Analytics, Recruiting, Coaching, Mentoring, HR Software, Team Building, Professional..., CRM databases, Sales Process, Marketing, Non-profit Board..., Client Service Oriented, Process Excellence, Staff Management, Training, Quality Assurance, Forecasting
Education
Saint Joseph's University - Erivan K. Haub School of Business
Master of Business Administration (MBA)
Virginia Commonwealth University - School of Business
Bachelor of Science (B.S.), Business Information Systems/Information Engineering
Vanguard September 2013 - Present
Vanguard Institutional Investor Group April 2010 - September 2013
Vanguard February 2007 - March 2010
GE Corporate June 2004 - February 2007
GE Capital August 2002 - June 2004
GE Consumer Finance June 2000 - August 2002
GE Asset Management June 2000 - August 2002
GE Financial Assurance (Genworth) June 2000 - June 2002
GE 2000 - 2002
Philip Morris International June 1998 - June 2000
Skills
Six Sigma, Leadership, SDLC, Project Management, CRM, Business Process..., Vendor Management, ERP, DMAIC, DFSS, Lean Transformation, Information Technology, Change Management, Program Management, Operations Management, Capital Budgeting, Personal Branding, Data Warehousing, Business Analytics, Recruiting, Coaching, Mentoring, HR Software, Team Building, Professional..., CRM databases, Sales Process, Marketing, Non-profit Board..., Client Service Oriented, Process Excellence, Staff Management, Training, Quality Assurance, Forecasting
Education
Saint Joseph's University - Erivan K. Haub School of Business
Master of Business Administration (MBA)
Virginia Commonwealth University - School of Business
Bachelor of Science (B.S.), Business Information Systems/Information Engineering
Laura Leyden Laura Leyden's Vanguard Experience January 2003 - August 2012
Job M.A. Candidate. SpeechLanguage Pathology.
Industry Higher Education
Experience
Vanguard January 2003 - August 2012
Vanguard 1998 - 2003
Vanguard 1993 - 1998
Skills
401k, Financial Services, Retirement, Series 63, Leadership, Six Sigma, Series 7, Instructional Design, Process Improvement, Corporate Communications, Retirement Planning, Building Relationships, Organizational Learning, Team Leadership, Diversity & Inclusion, Training, Series 6, Data Conversion, Leading People, Developing Talent
Education
West Chester University of Pennsylvania 2014 — 2016
Master of Arts (M.A.), Communicative Disorders
West Chester University of Pennsylvania 2013 — 2014
Pre-Graduate Certificate Program, Speech-Language Pathology/Pathologist
Saint Joseph's University - Erivan K. Haub School of Business 1995 — 2002
MBA, Marketing
University of Pittsburgh 1987 — 1991
BA, Economics
Vanguard January 2003 - August 2012
Vanguard 1998 - 2003
Vanguard 1993 - 1998
Skills
401k, Financial Services, Retirement, Series 63, Leadership, Six Sigma, Series 7, Instructional Design, Process Improvement, Corporate Communications, Retirement Planning, Building Relationships, Organizational Learning, Team Leadership, Diversity & Inclusion, Training, Series 6, Data Conversion, Leading People, Developing Talent
Education
West Chester University of Pennsylvania 2014 — 2016
Master of Arts (M.A.), Communicative Disorders
West Chester University of Pennsylvania 2013 — 2014
Pre-Graduate Certificate Program, Speech-Language Pathology/Pathologist
Saint Joseph's University - Erivan K. Haub School of Business 1995 — 2002
MBA, Marketing
University of Pittsburgh 1987 — 1991
BA, Economics
Richard Ruffin's Vanguard Experience December 2011 - January 2015
Job Sales and Use Tax Analyst at Sprouts Farmers Market
Industry Research
Experience
Sprouts Farmers Market June 2015 - Present
Kona Grill January 2015 - June 2015
Vanguard December 2011 - January 2015
Charles Schwab (Adecco Staffing) July 2011 - December 2011
First Community Credit Union April 2009 - July 2010
Special Occasions Photography August 2008 - March 2009
Sisters of Mercy Health System October 2007 - March 2008
CB Richard Ellis May 2007 - July 2007
Saint Louis University August 2002 - May 2006
First Bank May 2005 - August 2005
Skills
Financial Analysis, Research, Management, Microsoft Excel, Microsoft Office, Budgets, Analysis, PowerPoint, Microsoft Word, Training, Business Analysis, Strategic Planning, Public Speaking, Process Improvement, Customer Service, Accounting, Change Management, Marketing, Outlook, Investments, Finance
Education
Saint Louis University 2002 — 2006
Bachelors of Arts, Economics
Sprouts Farmers Market June 2015 - Present
Kona Grill January 2015 - June 2015
Vanguard December 2011 - January 2015
Charles Schwab (Adecco Staffing) July 2011 - December 2011
First Community Credit Union April 2009 - July 2010
Special Occasions Photography August 2008 - March 2009
Sisters of Mercy Health System October 2007 - March 2008
CB Richard Ellis May 2007 - July 2007
Saint Louis University August 2002 - May 2006
First Bank May 2005 - August 2005
Skills
Financial Analysis, Research, Management, Microsoft Excel, Microsoft Office, Budgets, Analysis, PowerPoint, Microsoft Word, Training, Business Analysis, Strategic Planning, Public Speaking, Process Improvement, Customer Service, Accounting, Change Management, Marketing, Outlook, Investments, Finance
Education
Saint Louis University 2002 — 2006
Bachelors of Arts, Economics
Mirim Lee Mirim Lee's Vanguard Experience March 2015 - Present
Job Client Insight Strategist Manager at Vanguard
Industry Financial Services
Experience
Vanguard March 2015 - Present
The Vanguard Group June 2010 - Present
The Vanguard Group 2008 - 2010
Corning Incorporated 2000 - 2002
University of Houston 1997 - 1998
Skills
Business Strategy, Business Intelligence, Project Management, Financial Modeling, Financial Analysis, Strategic Financial..., Financial Services, Asset Allocation, Mutual Funds, Strategic Thinking, ETFs, Problem Solving, Sales Effectiveness, Marketing Effectiveness, Process Improvement, Financial Planning, Risk Management, Business Analysis
Education
Temple University - Fox School of Business and Management
MBA
University of Florida
Ph.D.
Seoul National University
M.S.
Vanguard March 2015 - Present
The Vanguard Group June 2010 - Present
The Vanguard Group 2008 - 2010
Corning Incorporated 2000 - 2002
University of Houston 1997 - 1998
Skills
Business Strategy, Business Intelligence, Project Management, Financial Modeling, Financial Analysis, Strategic Financial..., Financial Services, Asset Allocation, Mutual Funds, Strategic Thinking, ETFs, Problem Solving, Sales Effectiveness, Marketing Effectiveness, Process Improvement, Financial Planning, Risk Management, Business Analysis
Education
Temple University - Fox School of Business and Management
MBA
University of Florida
Ph.D.
Seoul National University
M.S.
Rio Chenery Rio Chenery's Vanguard Experience April 2009 - April 2011
Job Founder at Estancia Distillery
Industry Marketing and Advertising
Experience
Estancia Distillery August 2014 - Present
Gust December 2012 - October 2014
LPNY July 2011 - January 2013
Vanguard April 2009 - April 2011
Guild April 2006 - December 2008
Skills
Copywriting, Social Media, Marketing Communications, Integrated Marketing, Social Media Marketing, Advertising, Digital Marketing, Email Marketing, Digital Strategy, Interactive Marketing, Creative Direction, Direct Marketing, Direct Mail, Editing, Online Advertising, User Experience, Marketing, Creative Strategy
Education
School of Visual Arts 2011 — 2012
Advertising
University of Adelaide 2004 — 2006
Marketing Masters, Communications
University of Adelaide 2000 — 2004
Bachelor of Arts (B.A.), International/Global Studies
Estancia Distillery August 2014 - Present
Gust December 2012 - October 2014
LPNY July 2011 - January 2013
Vanguard April 2009 - April 2011
Guild April 2006 - December 2008
Skills
Copywriting, Social Media, Marketing Communications, Integrated Marketing, Social Media Marketing, Advertising, Digital Marketing, Email Marketing, Digital Strategy, Interactive Marketing, Creative Direction, Direct Marketing, Direct Mail, Editing, Online Advertising, User Experience, Marketing, Creative Strategy
Education
School of Visual Arts 2011 — 2012
Advertising
University of Adelaide 2004 — 2006
Marketing Masters, Communications
University of Adelaide 2000 — 2004
Bachelor of Arts (B.A.), International/Global Studies
Todd Garrett, CFP® Todd Garrett, CFP®'s Vanguard Experience February 2014 - December 2014
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2014 - Present
Vanguard February 2014 - December 2014
Vanguard February 2011 - February 2014
Vanguard August 2008 - February 2011
Scottrade June 2007 - July 2008
Skills
CFP, Certified Financial..., Series 7, Series 63, Series 65, FINRA, Mutual Funds, Equities, Investments, Securities, Bloomberg, Fixed Income, Bloomberg Terminal, Portfolio Management, Strategic Financial..., Trading, Financial Markets, Financial Analysis, ETFs, CRM, Options, Options Strategies, Client Relationship..., Financial Planning
Education
San Diego State University-California State University 2004 — 2008
Bachelor's Degree, Business Administration (Financial Services)
Rio Americano High School 2000 — 2004
Fidelity Investments December 2014 - Present
Vanguard February 2014 - December 2014
Vanguard February 2011 - February 2014
Vanguard August 2008 - February 2011
Scottrade June 2007 - July 2008
Skills
CFP, Certified Financial..., Series 7, Series 63, Series 65, FINRA, Mutual Funds, Equities, Investments, Securities, Bloomberg, Fixed Income, Bloomberg Terminal, Portfolio Management, Strategic Financial..., Trading, Financial Markets, Financial Analysis, ETFs, CRM, Options, Options Strategies, Client Relationship..., Financial Planning
Education
San Diego State University-California State University 2004 — 2008
Bachelor's Degree, Business Administration (Financial Services)
Rio Americano High School 2000 — 2004
Denise McCoy Denise McCoy's Vanguard Experience August 2013 - January 2015
Job Implementation Manager
Industry Human Resources
Experience
Zenefits January 2015 - Present
Vanguard August 2013 - January 2015
Vanguard April 2012 - August 2013
Vanguard August 2010 - April 2012
GAF May 2008 - January 2010
Skills
Financial Services, Retirement Planning, Retirement, Estate Planning, Microsoft Office, Microsoft Excel, Leadership, Management, Series 7, Series 63, Customer Service, Relationship Management, Qualified Retirement..., Wealth Management..., 401k, Mutual Funds, Series 6, IRAs, Wealth, Asset Allocation, Investments, Wealth Management, Research, Financial Analysis, Securities, Financial Planning, Investment Advisory, Small Business, PowerPoint, Microsoft Word, Employee Benefits, Insurance, Data Analysis, CRM, Time Management, Public Speaking, Salesforce.com, Consulting, Project Management, Process Improvement, Training, JIRA, Social Media, Onboarding, Team Building, Social Networking
Education
Saint Peter's University 2004 — 2009
Bachelors of Science in Psychology, Psychology
Zenefits January 2015 - Present
Vanguard August 2013 - January 2015
Vanguard April 2012 - August 2013
Vanguard August 2010 - April 2012
GAF May 2008 - January 2010
Skills
Financial Services, Retirement Planning, Retirement, Estate Planning, Microsoft Office, Microsoft Excel, Leadership, Management, Series 7, Series 63, Customer Service, Relationship Management, Qualified Retirement..., Wealth Management..., 401k, Mutual Funds, Series 6, IRAs, Wealth, Asset Allocation, Investments, Wealth Management, Research, Financial Analysis, Securities, Financial Planning, Investment Advisory, Small Business, PowerPoint, Microsoft Word, Employee Benefits, Insurance, Data Analysis, CRM, Time Management, Public Speaking, Salesforce.com, Consulting, Project Management, Process Improvement, Training, JIRA, Social Media, Onboarding, Team Building, Social Networking
Education
Saint Peter's University 2004 — 2009
Bachelors of Science in Psychology, Psychology
Jeremy Lebovitz's Vanguard Experience December 2014 - January 2015
Job Operations Analyst at American Express
Industry Financial Services
Experience
American Express OPEN February 2015 - Present
Vanguard December 2014 - January 2015
BSI America April 2014 - August 2014
GM Financial December 2012 - April 2014
Guardsmark September 2012 - November 2012
Guthrie Mainstream Services March 2010 - May 2012
Glenkirk February 2008 - April 2008
Skills
Training, Customer Service, Outlook, Microsoft Word, Critical Thinking, Time Management, AS400 system, SAP, Data Entry, Microsoft Office, Microsoft Excel, PowerPoint, English, Windows, Research, Public Speaking, Analytical Skills, Collections, Customer Satisfaction, Negotiation, Leadership, Teamwork, Team Building, SAP ERP, Social Media, Management, Event Planning, Social Networking, Community Outreach, Marketing, Teaching, Sales, Social Media Marketing, New Business Development, Call Centers, Account Management, Marketing Strategy, Security, Team Leadership, Business Development, Strategy, Business Process..., Analysis, Financial Analysis, Project Management
Education
Arizona State University 2010 — 2012
Bachelor's Degree, Criminal Justice, 3.63 GPA
Scottsdale Community College 2010 — 2010
Associate's degree, Criminal Justice
Western Illinois University 2008 — 2009
American Express OPEN February 2015 - Present
Vanguard December 2014 - January 2015
BSI America April 2014 - August 2014
GM Financial December 2012 - April 2014
Guardsmark September 2012 - November 2012
Guthrie Mainstream Services March 2010 - May 2012
Glenkirk February 2008 - April 2008
Skills
Training, Customer Service, Outlook, Microsoft Word, Critical Thinking, Time Management, AS400 system, SAP, Data Entry, Microsoft Office, Microsoft Excel, PowerPoint, English, Windows, Research, Public Speaking, Analytical Skills, Collections, Customer Satisfaction, Negotiation, Leadership, Teamwork, Team Building, SAP ERP, Social Media, Management, Event Planning, Social Networking, Community Outreach, Marketing, Teaching, Sales, Social Media Marketing, New Business Development, Call Centers, Account Management, Marketing Strategy, Security, Team Leadership, Business Development, Strategy, Business Process..., Analysis, Financial Analysis, Project Management
Education
Arizona State University 2010 — 2012
Bachelor's Degree, Criminal Justice, 3.63 GPA
Scottsdale Community College 2010 — 2010
Associate's degree, Criminal Justice
Western Illinois University 2008 — 2009
John Pritchett John Pritchett's Vanguard Experience June 1999 - March 2000
Job President at C. Albert Matthews, Inc. and Dorchester Service Associates, LLC
Industry Construction
Experience
Dorchester Service Associates, LLC January 2015 - Present
C. Albert Matthews, Inc. January 2000 - Present
Vanguard June 1999 - March 2000
Skills
Master HVAC Contractor, Renewable Energy, Energy Efficiency, Plumbing, Heat Pumps, Heating, Geothermal, HVAC, Air Conditioning, Solar Thermal, Cooling, Solar, Energy Conservation, Refrigeration, Solar Energy, Cooling Water, New Business Development, Contract Negotiation, Energy, Green Building, Energy Audits, Energy Management, HVAC Controls, Alternative Energy, Sustainable Energy, LEED, Photovoltaics, Indoor Air Quality, Contractors, Green Technology, Construction, Cleantech, Construction Management, Strategic Planning, Team Building
Education
Salisbury State University 1995 — 1999
Bachelor of Science, Marketing and Finance
Easton High School 1992 — 1995
Dorchester Service Associates, LLC January 2015 - Present
C. Albert Matthews, Inc. January 2000 - Present
Vanguard June 1999 - March 2000
Skills
Master HVAC Contractor, Renewable Energy, Energy Efficiency, Plumbing, Heat Pumps, Heating, Geothermal, HVAC, Air Conditioning, Solar Thermal, Cooling, Solar, Energy Conservation, Refrigeration, Solar Energy, Cooling Water, New Business Development, Contract Negotiation, Energy, Green Building, Energy Audits, Energy Management, HVAC Controls, Alternative Energy, Sustainable Energy, LEED, Photovoltaics, Indoor Air Quality, Contractors, Green Technology, Construction, Cleantech, Construction Management, Strategic Planning, Team Building
Education
Salisbury State University 1995 — 1999
Bachelor of Science, Marketing and Finance
Easton High School 1992 — 1995
Katrina Donohue Swenson's Vanguard Experience October 2008 - March 2011
Job Marketing Consultant at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC October 2013 - May 2015
Morgan Stanley Smith Barney April 2012 - October 2013
PricewaterhouseCoopers March 2011 - September 2011
Vanguard October 2008 - March 2011
Legg Mason Capital Management February 2006 - September 2008
T Rowe Price August 2004 - February 2006
Skills
Mutual Funds, Equities, Investments, Asset Allocation, Securities, Asset Management, Portfolio Management, Alternative Investments, Fixed Income, Financial Services, Bloomberg, Investment Strategies, Investment Management, Wealth Management, ETFs, Relationship Management, Business Analysis, Advertising, Digital Marketing, Marketing, Marketing Communications, Online Marketing, Marketing Strategy, Product Marketing, Social Media Marketing
Education
Salisbury University - Perdue School of Business 2000 — 2004
Bachelor of Science (BS), Marketing
Janney Montgomery Scott LLC October 2013 - May 2015
Morgan Stanley Smith Barney April 2012 - October 2013
PricewaterhouseCoopers March 2011 - September 2011
Vanguard October 2008 - March 2011
Legg Mason Capital Management February 2006 - September 2008
T Rowe Price August 2004 - February 2006
Skills
Mutual Funds, Equities, Investments, Asset Allocation, Securities, Asset Management, Portfolio Management, Alternative Investments, Fixed Income, Financial Services, Bloomberg, Investment Strategies, Investment Management, Wealth Management, ETFs, Relationship Management, Business Analysis, Advertising, Digital Marketing, Marketing, Marketing Communications, Online Marketing, Marketing Strategy, Product Marketing, Social Media Marketing
Education
Salisbury University - Perdue School of Business 2000 — 2004
Bachelor of Science (BS), Marketing
Sam Biscotto's Vanguard Experience December 2014 - Present
Job Investment Specialist at Vanguard
Industry Financial Services
Experience
Vanguard December 2014 - Present
Vanguard December 2013 - December 2014
Today's Business LLC February 2012 - December 2013
CVS Caremark Corporation May 2011 - December 2013
21st Century Financial November 2012 - July 2013
Skills
Accounting, Account Management, Management, Sales Management, Employee Relations, Operations Management, Business Development..., Financial Analysis, Financial Reporting, Financial Modeling, Finance, Financial Accounting, Corporate Finance, Cost Accounting, Tax Accounting, Management Accounting, Project Accounting, Accounting Applications, Microsoft Excel, QuickBooks, Mutual Funds, Budgets, Customer Service
Education
Saint Leo University 2008 — 2012
Bachelor's degree, Accounting and Finance
Vanguard December 2014 - Present
Vanguard December 2013 - December 2014
Today's Business LLC February 2012 - December 2013
CVS Caremark Corporation May 2011 - December 2013
21st Century Financial November 2012 - July 2013
Skills
Accounting, Account Management, Management, Sales Management, Employee Relations, Operations Management, Business Development..., Financial Analysis, Financial Reporting, Financial Modeling, Finance, Financial Accounting, Corporate Finance, Cost Accounting, Tax Accounting, Management Accounting, Project Accounting, Accounting Applications, Microsoft Excel, QuickBooks, Mutual Funds, Budgets, Customer Service
Education
Saint Leo University 2008 — 2012
Bachelor's degree, Accounting and Finance
Aisling Murphy Aisling Murphy's Vanguard Experience April 2015 - Present
Job Senior Compliance Manager, BrokerDealer Regulatory Compliance at Vanguard
Industry Financial Services
Experience
Vanguard April 2015 - Present
Scottrade May 2013 - April 2015
Edward Jones January 2012 - May 2013
Edward Jones October 2007 - January 2012
Niedner, Bodeux, Carmichael, Huff, Lenox & Pashos LLP August 2002 - September 2007
Skills
Series 7, Series 24, Series 66, Series 9/10, Securities, Securities Regulation, Mutual Funds, Financial Services, Civil Litigation, FINRA, Litigation, SEC, Uniform Combined State..., Corporate Law
Education
Saint Louis University School of Law 1999 — 2002
Juris Doctorate
The University of Dallas 1994 — 1998
Bachelor of Arts (B.A.), English Literature
Vanguard April 2015 - Present
Scottrade May 2013 - April 2015
Edward Jones January 2012 - May 2013
Edward Jones October 2007 - January 2012
Niedner, Bodeux, Carmichael, Huff, Lenox & Pashos LLP August 2002 - September 2007
Skills
Series 7, Series 24, Series 66, Series 9/10, Securities, Securities Regulation, Mutual Funds, Financial Services, Civil Litigation, FINRA, Litigation, SEC, Uniform Combined State..., Corporate Law
Education
Saint Louis University School of Law 1999 — 2002
Juris Doctorate
The University of Dallas 1994 — 1998
Bachelor of Arts (B.A.), English Literature
Brett Morse's Vanguard Experience May 2012 - July 2012
Job Recruitment Consultant at Michael Page | (617) 8242654 | bmorse@michaelpage.us.com
Industry Financial Services
Experience
Michael Page July 2015 - Present
Cerulli Associates January 2015 - April 2015
Clark Capital Management Group August 2014 - November 2014
Natixis Global Asset Management July 2012 - July 2014
Vanguard May 2012 - July 2012
Vanguard September 2010 - May 2012
Merrill Lynch September 2009 - January 2010
Clark Capital Management Group, Inc. June 2008 - August 2008
Seton Hall University May 2008 - June 2008
International Fight League March 2008 - May 2008
Skills
Mutual Funds, Fixed Income, Alternative Investments, Wealth Management, Series 63, Asset Allocation, Series 7, Series 6, Microsoft Office, Sales, Public Speaking, Investor Relations, Marketing Strategy, Brand Management, Qualified Retirement..., Financial Services, Business Relationship..., Business Ethics, Equities, Investment Management, Asset Management, Problem Solving, Retirement Plan..., Rollovers, ETFs, Leadership, Options, Investments, Finance, Management
Education
Seton Hall University 2006 — 2010
Bachelor of Science, Business Administration (Concentration in Marketing & Management)
Minisink Valley HS 2002 — 2006
Michael Page July 2015 - Present
Cerulli Associates January 2015 - April 2015
Clark Capital Management Group August 2014 - November 2014
Natixis Global Asset Management July 2012 - July 2014
Vanguard May 2012 - July 2012
Vanguard September 2010 - May 2012
Merrill Lynch September 2009 - January 2010
Clark Capital Management Group, Inc. June 2008 - August 2008
Seton Hall University May 2008 - June 2008
International Fight League March 2008 - May 2008
Skills
Mutual Funds, Fixed Income, Alternative Investments, Wealth Management, Series 63, Asset Allocation, Series 7, Series 6, Microsoft Office, Sales, Public Speaking, Investor Relations, Marketing Strategy, Brand Management, Qualified Retirement..., Financial Services, Business Relationship..., Business Ethics, Equities, Investment Management, Asset Management, Problem Solving, Retirement Plan..., Rollovers, ETFs, Leadership, Options, Investments, Finance, Management
Education
Seton Hall University 2006 — 2010
Bachelor of Science, Business Administration (Concentration in Marketing & Management)
Minisink Valley HS 2002 — 2006
Will Cahill, CIPM Will Cahill, CIPM's Vanguard Experience November 2009 - October 2010
Job Performance Analysis & Investment Risk
Industry Investment Management
Experience
Franklin Templeton Investments December 2014 - Present
Franklin Templeton Investments March 2013 - Present
Franklin Templeton Investments July 2011 - March 2013
Franklin Templeton Investments October 2010 - July 2011
Vanguard November 2009 - October 2010
Enterprise Rent-A-Car June 2007 - October 2007
Skills
Financial Analysis, Investments, Mutual Funds, Customer Service, Financial Modeling, Management, Finance, Portfolio Management, Series 63, Equities
Education
Santa Clara University 2004 — 2008
B.S., Finance
Franklin Templeton Investments December 2014 - Present
Franklin Templeton Investments March 2013 - Present
Franklin Templeton Investments July 2011 - March 2013
Franklin Templeton Investments October 2010 - July 2011
Vanguard November 2009 - October 2010
Enterprise Rent-A-Car June 2007 - October 2007
Skills
Financial Analysis, Investments, Mutual Funds, Customer Service, Financial Modeling, Management, Finance, Portfolio Management, Series 63, Equities
Education
Santa Clara University 2004 — 2008
B.S., Finance
Richard Bourne Richard Bourne's Vanguard Experience May 2012 - Present
Job Information Security Analyst at Vanguard
Industry Financial Services
Experience
Vanguard May 2012 - Present
Vanguard January 2009 - May 2012
Vanguard August 1998 - January 2009
General Accident Insurance May 1991 - August 1998
The WEFA Group September 1988 - May 1991
Skills
Windows, Servers, Virtualization, SharePoint, Networking, Active Directory, Security, Disaster Recovery, Data Center, SDLC, Visio, IT Management, Enterprise Software, Information Security, ITIL, Enterprise Architecture, Unix
Education
Seton Hall University 1984 — 1988
Bachelor of Science, Economics
Vanguard May 2012 - Present
Vanguard January 2009 - May 2012
Vanguard August 1998 - January 2009
General Accident Insurance May 1991 - August 1998
The WEFA Group September 1988 - May 1991
Skills
Windows, Servers, Virtualization, SharePoint, Networking, Active Directory, Security, Disaster Recovery, Data Center, SDLC, Visio, IT Management, Enterprise Software, Information Security, ITIL, Enterprise Architecture, Unix
Education
Seton Hall University 1984 — 1988
Bachelor of Science, Economics
Alicia Roberts's Vanguard Experience January 2004 - August 2006
Job Educational Technologist and IT Curriculum Design Specialist at Paradise Valley Christian Preparatory
Industry E-Learning
Experience
Paradise Valley Christian Preparatory September 2009 - Present
Grand Canyon University September 2012 - Present
Teach2Inspire March 2008 - Present
Vanguard January 2004 - August 2006
Cave Creek Unified School District August 1998 - December 2003
Skills
Educational Technology, Staff Development, Technology Integration, Curriculum Design, Teacher Training, Public Speaking, Curriculum Development, Classroom Management, Teaching, Classroom, Information Technology, K-12, Training, Instructional Design, Leadership, Educational Leadership, Fundraising, Program Management, Higher Education, Research
Education
St. Mary's College of California
Bachelor of Arts (B.A.), Elementary Education and Teaching
University of Phoenix
Master of Arts (MA), Curriculum and Instruction
Paradise Valley Christian Preparatory September 2009 - Present
Grand Canyon University September 2012 - Present
Teach2Inspire March 2008 - Present
Vanguard January 2004 - August 2006
Cave Creek Unified School District August 1998 - December 2003
Skills
Educational Technology, Staff Development, Technology Integration, Curriculum Design, Teacher Training, Public Speaking, Curriculum Development, Classroom Management, Teaching, Classroom, Information Technology, K-12, Training, Instructional Design, Leadership, Educational Leadership, Fundraising, Program Management, Higher Education, Research
Education
St. Mary's College of California
Bachelor of Arts (B.A.), Elementary Education and Teaching
University of Phoenix
Master of Arts (MA), Curriculum and Instruction
Sean Hunter's Vanguard Experience August 2013 - Present
Job Investment Professional at Vanguard
Industry Financial Services
Experience
Vanguard August 2013 - Present
San Diego State University Small Business Consulting Program January 2013 - May 2013
Apple July 2011 - May 2013
Apple January 2012 - July 2012
Alameda Bicycle 2006 - 2010
Skills
Product Management, Microsoft Office, Team Leadership, Financial Modeling, Customer Service, Business Analysis, Financial Analysis, Microsoft Excel, Sales, Investments, Project Management
Education
San Diego State University-California State University 2009 — 2013
BS Business Administration Finance, Certificate of Personal Financial Planning
Vanguard August 2013 - Present
San Diego State University Small Business Consulting Program January 2013 - May 2013
Apple July 2011 - May 2013
Apple January 2012 - July 2012
Alameda Bicycle 2006 - 2010
Skills
Product Management, Microsoft Office, Team Leadership, Financial Modeling, Customer Service, Business Analysis, Financial Analysis, Microsoft Excel, Sales, Investments, Project Management
Education
San Diego State University-California State University 2009 — 2013
BS Business Administration Finance, Certificate of Personal Financial Planning
Oana Ladar Oana Ladar's Vanguard Experience March 2015 - Present
Job Change Analyst at Vanguard
Industry Financial Services
Experience
Vanguard March 2015 - Present
Vanguard August 2007 - February 2015
The Vanguard Group August 2005 - September 2007
Florin Ladar Orthodontic Lab 2000 - 2005
Harte-Hanks Direct Marketing 1999 - 2000
Harte-Hanks Direct Marketing 1998 - 1998
Skills
Instructional Design, Project Management, Performance Consulting, MBA, Client Relationship..., Change Management
Education
Saint Joseph's University - Erivan K. Haub School of Business 2007 — 2009
MBA, Management
Temple University - Fox School of Business and Management 1998 — 2005
Bachelor, Finance
North Penn High School 1995 — 1996
Liceul Ion Creanga 1992 — 1995
Vanguard March 2015 - Present
Vanguard August 2007 - February 2015
The Vanguard Group August 2005 - September 2007
Florin Ladar Orthodontic Lab 2000 - 2005
Harte-Hanks Direct Marketing 1999 - 2000
Harte-Hanks Direct Marketing 1998 - 1998
Skills
Instructional Design, Project Management, Performance Consulting, MBA, Client Relationship..., Change Management
Education
Saint Joseph's University - Erivan K. Haub School of Business 2007 — 2009
MBA, Management
Temple University - Fox School of Business and Management 1998 — 2005
Bachelor, Finance
North Penn High School 1995 — 1996
Liceul Ion Creanga 1992 — 1995
Nidia Ortega-Way Nidia Ortega-Way's Vanguard Experience 1985 - 1989
Job OnSite interpretation/Project Manager at Americlic, LLC
Industry Translation and Localization
Experience
AmeriClic LLC November 2003 - Present
Vanguard 1985 - 1989
Skills
Translation, English, Foreign Languages, Spanish, Customer Service
Education
Saint Michael's College
Bachelor of Business Administration (B.B.A.)
AmeriClic LLC November 2003 - Present
Vanguard 1985 - 1989
Skills
Translation, English, Foreign Languages, Spanish, Customer Service
Education
Saint Michael's College
Bachelor of Business Administration (B.B.A.)
Timothy Kulp Timothy Kulp's Vanguard Experience September 2007 - June 2011
Job Director, Resource Management at LiquidHub
Industry Information Technology and Services
Experience
LiquidHub September 2013 - Present
LiquidHub April 2012 - August 2013
Liquidhub Inc June 2011 - April 2012
Vanguard September 2007 - June 2011
Vanguard November 2005 - September 2007
Vanguard June 2004 - November 2005
MBNA May 2002 - August 2002
Skills
Project Management, Management, Testing, Resource Management, SDLC, Requirements Gathering, Utilization Management, Onboarding, Process Improvement, Change Management, CRM
Education
Saint Joseph's University - Erivan K. Haub School of Business 2007 — 2009
Masters of Business Administration, Management
Shippensburg University, John L. Grove College of Business 1999 — 2003
Bachelor of Science, Business Administration; Marketing
PVHS
LiquidHub September 2013 - Present
LiquidHub April 2012 - August 2013
Liquidhub Inc June 2011 - April 2012
Vanguard September 2007 - June 2011
Vanguard November 2005 - September 2007
Vanguard June 2004 - November 2005
MBNA May 2002 - August 2002
Skills
Project Management, Management, Testing, Resource Management, SDLC, Requirements Gathering, Utilization Management, Onboarding, Process Improvement, Change Management, CRM
Education
Saint Joseph's University - Erivan K. Haub School of Business 2007 — 2009
Masters of Business Administration, Management
Shippensburg University, John L. Grove College of Business 1999 — 2003
Bachelor of Science, Business Administration; Marketing
PVHS
Kenysha Larmond Mashkov Kenysha Larmond Mashkov's Vanguard Experience July 2013 - Present
Job Manager, Vanguard
Industry Financial Services
Experience
Vanguard July 2013 - Present
Vanguard November 2010 - June 2013
Vanguard November 2007 - October 2010
Vanguard December 2004 - November 2007
Vanguard June 2003 - August 2003
ExxonMobil June 2002 - August 2002
ExxonMobil June 2001 - August 2001
Skills
Team Leadership, Leadership Development, Project Execution, Project Management, Mutual Funds, Financial Services, Relationship Management, Process Improvement, Investments, Business Analysis, Leadership, Series 63, Securities, Asset Allocation, Strategic Planning, Data Analysis, Change Management, Program Management, Asset Managment, Financial Analysis, Vendor Management, Equities, Strategic Financial..., CRM, Client Facing Skills, Management, Training, Asset Management, Financial Planning
Education
Saint Joseph's University - Erivan K. Haub School of Business 2011 — 2014
MBA
Pennsylvania State University - Smeal College of Business
BS, Business - French
Vanguard July 2013 - Present
Vanguard November 2010 - June 2013
Vanguard November 2007 - October 2010
Vanguard December 2004 - November 2007
Vanguard June 2003 - August 2003
ExxonMobil June 2002 - August 2002
ExxonMobil June 2001 - August 2001
Skills
Team Leadership, Leadership Development, Project Execution, Project Management, Mutual Funds, Financial Services, Relationship Management, Process Improvement, Investments, Business Analysis, Leadership, Series 63, Securities, Asset Allocation, Strategic Planning, Data Analysis, Change Management, Program Management, Asset Managment, Financial Analysis, Vendor Management, Equities, Strategic Financial..., CRM, Client Facing Skills, Management, Training, Asset Management, Financial Planning
Education
Saint Joseph's University - Erivan K. Haub School of Business 2011 — 2014
MBA
Pennsylvania State University - Smeal College of Business
BS, Business - French
Lynn Morelli Lynn Morelli's Vanguard Experience November 2014 - Present
Job Chief of Staff at Vanguard
Industry Financial Services
Experience
Vanguard November 2014 - Present
Vanguard September 2013 - Present
Vanguard August 2012 - September 2013
Vanguard July 2011 - July 2012
Vanguard July 2010 - July 2011
Galbreath Group January 2010 - June 2010
Northwestern Mutual August 2009 - June 2010
Stephens Financial Group September 2008 - June 2009
Skills
Investments, Mutual Funds, Retirement, Risk Management, Financial Markets, Asset Management, Financial Services, Corporate Finance, Series 7, Asset Allocation, Series 63, Relationship Management, Finance, Retirement Planning, Wealth Management, Analysis, Life Insurance, Estate Planning, Securities
Education
Saint Joseph's University - Erivan K. Haub School of Business 2011 — 2014
MBA, Concentration in Managing Human Capital
William & Mary 2005 — 2009
B.A, Economics
Saint Basil Academy 2001 — 2005
Vanguard November 2014 - Present
Vanguard September 2013 - Present
Vanguard August 2012 - September 2013
Vanguard July 2011 - July 2012
Vanguard July 2010 - July 2011
Galbreath Group January 2010 - June 2010
Northwestern Mutual August 2009 - June 2010
Stephens Financial Group September 2008 - June 2009
Skills
Investments, Mutual Funds, Retirement, Risk Management, Financial Markets, Asset Management, Financial Services, Corporate Finance, Series 7, Asset Allocation, Series 63, Relationship Management, Finance, Retirement Planning, Wealth Management, Analysis, Life Insurance, Estate Planning, Securities
Education
Saint Joseph's University - Erivan K. Haub School of Business 2011 — 2014
MBA, Concentration in Managing Human Capital
William & Mary 2005 — 2009
B.A, Economics
Saint Basil Academy 2001 — 2005
Wesley Williams, CIMA ® Wesley Williams, CIMA ®'s Vanguard Experience August 2005 - Present
Job Vanguard Regional Sales Manager
Industry Financial Services
Experience
Vanguard August 2005 - Present
Lincoln Financial Distributors October 2001 - July 2005
Delaware Investments, a member of the Macquarie Group May 1999 - September 2001
AllianceBernstein May 1993 - April 1999
Skills
Wealth Management, Investment Strategies, Asset Managment, Investments, Series 65, Mutual Funds, ETFs, Series 7, Series 24, Series 63, MBA, CIMA, 401k, Asset Allocation, Asset Management, Financial Advisory, Investment Advisory, Retirement, Retirement Planning, Separately Managed...
Education
Saint Joseph's University - Erivan K. Haub School of Business 2007 — 2011
MBA, Finance
Villanova University 1987 — 1991
BA, Economics
Vanguard August 2005 - Present
Lincoln Financial Distributors October 2001 - July 2005
Delaware Investments, a member of the Macquarie Group May 1999 - September 2001
AllianceBernstein May 1993 - April 1999
Skills
Wealth Management, Investment Strategies, Asset Managment, Investments, Series 65, Mutual Funds, ETFs, Series 7, Series 24, Series 63, MBA, CIMA, 401k, Asset Allocation, Asset Management, Financial Advisory, Investment Advisory, Retirement, Retirement Planning, Separately Managed...
Education
Saint Joseph's University - Erivan K. Haub School of Business 2007 — 2011
MBA, Finance
Villanova University 1987 — 1991
BA, Economics
Ed Johnston's Vanguard Experience 1992 - 1995
Job Sales and Marketing Executive
Industry Marketing and Advertising
Experience
Marketing Incites LLC. February 2014 - Present
MMI Group, Inc. February 1995 - January 2014
Vanguard 1992 - 1995
Skills
Direct Marketing, Customer Acquisition, Database Marketing, Segmentation, Marketing Strategy, Analytics, Account Management, Financial Services, Strategic Partnerships, Product Management, Product Marketing, Email Marketing, Lead Generation, CRM, Online Marketing, Digital Marketing, Marketing Management, Marketing, Integrated Marketing, Competitive Analysis, B2B, Multi-channel Marketing, Business Development, Telemarketing, SEM, Strategy, Direct Mail, E-commerce, Online Advertising, Salesforce.com, Management, Start-ups, Market Research, Marketing Research, New Business Development, Marketing Communications, Brand Management, Market Planning, B2B Marketing, Web Analytics, Customer Insight
Education
Saint Joseph's University - Erivan K. Haub School of Business 1992 — 1997
MBA, Information Systems
Villanova University 1987 — 1991
BSBA, Finance
Marketing Incites LLC. February 2014 - Present
MMI Group, Inc. February 1995 - January 2014
Vanguard 1992 - 1995
Skills
Direct Marketing, Customer Acquisition, Database Marketing, Segmentation, Marketing Strategy, Analytics, Account Management, Financial Services, Strategic Partnerships, Product Management, Product Marketing, Email Marketing, Lead Generation, CRM, Online Marketing, Digital Marketing, Marketing Management, Marketing, Integrated Marketing, Competitive Analysis, B2B, Multi-channel Marketing, Business Development, Telemarketing, SEM, Strategy, Direct Mail, E-commerce, Online Advertising, Salesforce.com, Management, Start-ups, Market Research, Marketing Research, New Business Development, Marketing Communications, Brand Management, Market Planning, B2B Marketing, Web Analytics, Customer Insight
Education
Saint Joseph's University - Erivan K. Haub School of Business 1992 — 1997
MBA, Information Systems
Villanova University 1987 — 1991
BSBA, Finance
Noni Robinson, CIMA®'s Vanguard Experience January 2015 - Present
Job Principal at Vanguard
Industry Financial Services
Experience
Vanguard January 2015 - Present
Vanguard April 2012 - Present
The Vanguard Group June 2009 - April 2012
The Vanguard Group October 2007 - June 2009
The Vanguard Group May 2004 - October 2007
The Vanguard Group January 2003 - May 2004
The Vanguard Group January 2001 - January 2003
Education
Saint Joseph's University - Erivan K. Haub School of Business 2001 — 2003
MBA, Finance
Temple University
BA, Communications
Vanguard January 2015 - Present
Vanguard April 2012 - Present
The Vanguard Group June 2009 - April 2012
The Vanguard Group October 2007 - June 2009
The Vanguard Group May 2004 - October 2007
The Vanguard Group January 2003 - May 2004
The Vanguard Group January 2001 - January 2003
Education
Saint Joseph's University - Erivan K. Haub School of Business 2001 — 2003
MBA, Finance
Temple University
BA, Communications
Brad Marr's Vanguard Experience August 2012 - Present
Job Senior Credit Analyst Vanguard
Industry Investment Management
Mohan Parthasarathy's Vanguard Experience 2005 - 2008
Job consultant at vanguarg
Industry Computer Software
Experience
vanguarg consultantHP2010 - 2010
Vanguard 2005 - 2008
Deloitte 2001 - 2005
Deloitte Consulting 2000 - 2005
Education
Sathyabama University 1989 — 1993
vanguarg consultantHP2010 - 2010
Vanguard 2005 - 2008
Deloitte 2001 - 2005
Deloitte Consulting 2000 - 2005
Education
Sathyabama University 1989 — 1993
Benis Adaaquah's Vanguard Experience October 2006 - Present
Job ConsultantDefined Benefits at Vanguard
Industry Human Resources
Experience
Vanguard October 2006 - Present
The Rosen Group 2006 - Present
Affiliated Computer Service June 2005 - October 2006
Education
Saint Peter's University 2006 — 2008
MBA & MS, Finance and Accounting
Saint Peter's University 2001 — 2005
Bachelors, International Business and Trade
Vanguard October 2006 - Present
The Rosen Group 2006 - Present
Affiliated Computer Service June 2005 - October 2006
Education
Saint Peter's University 2006 — 2008
MBA & MS, Finance and Accounting
Saint Peter's University 2001 — 2005
Bachelors, International Business and Trade
Paul Tellier's Vanguard Experience January 2004 - Present
Job Supervisor at Vanguard
Industry Financial Services
Experience
Vanguard January 2004 - Present
Education
University of Arizona, Eller College of Management 2000 — 2004
Saint Joseph's University - Erivan K. Haub School of Business
MBA
Vanguard January 2004 - Present
Education
University of Arizona, Eller College of Management 2000 — 2004
Saint Joseph's University - Erivan K. Haub School of Business
MBA
Emily. Drobnak's Vanguard Experience 2001 - 2004
Job Marketing Associate at Brandywine Global Investment Management, LLC
Industry Financial Services
Experience
Brandywine Global Investment Management, LLC Financial AssociateVanguard2001 - 2004
Vanguard 2001 - 2004
Education
West Chester University of Pennsylvania 1997 — 2001
Saint Joseph's University - Erivan K. Haub School of Business
Brandywine Global Investment Management, LLC Financial AssociateVanguard2001 - 2004
Vanguard 2001 - 2004
Education
West Chester University of Pennsylvania 1997 — 2001
Saint Joseph's University - Erivan K. Haub School of Business
Scott Rubinacci's Vanguard Experience June 2013 - Present
Job Line Manager at Vanguard
Industry Financial Services
Experience
Vanguard June 2013 - Present
Skills
Scrum, Kanban, Lean, Production Support
Education
Saint Joseph's University - Erivan K. Haub School of Business 1995 — 1999
Bachelor of Science, Finance
Vanguard June 2013 - Present
Skills
Scrum, Kanban, Lean, Production Support
Education
Saint Joseph's University - Erivan K. Haub School of Business 1995 — 1999
Bachelor of Science, Finance
David Eldreth's Vanguard Experience December 2010 - Present
Job Writer/Editor at Vanguard
Industry Writing and Editing
Experience
Vanguard December 2010 - Present
LEXISNEXIS, King of Prussia, PA January 2000 - November 2010
LexisNexis January 2000 - January 2003
Chesapeake Publishing February 1998 - October 2000
Journal Register Company January 1997 - February 1998
Skills
Team Leadership, Deadline Oriented, Editorial, Writing, Publications, Management, Marketing, Social Media, Leadership, Newspapers, Creative Direction, Research, Newsletters, Blogging, Copy Editing, Journalism, Editing, Publishing, Social Media Marketing, Web Content, Content Management, Content Development
Education
Seton Hall University 1988 — 1992
Bachelor of Arts Degree, Communication
Vanguard December 2010 - Present
LEXISNEXIS, King of Prussia, PA January 2000 - November 2010
LexisNexis January 2000 - January 2003
Chesapeake Publishing February 1998 - October 2000
Journal Register Company January 1997 - February 1998
Skills
Team Leadership, Deadline Oriented, Editorial, Writing, Publications, Management, Marketing, Social Media, Leadership, Newspapers, Creative Direction, Research, Newsletters, Blogging, Copy Editing, Journalism, Editing, Publishing, Social Media Marketing, Web Content, Content Management, Content Development
Education
Seton Hall University 1988 — 1992
Bachelor of Arts Degree, Communication
Jennifer Vastardis's Vanguard Experience
Job Senior Manager at Vanguard
Industry Financial Services
Experience
Vanguard
Skills
Mutual Funds, Financial Services, Investments, Relationship Management, Financial Analysis, Series 63, Business Analysis, Series 6, Series 26, People Management, Mentoring
Education
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2009
Master of Business Administration (MBA), Finance, General
Shippensburg University of Pennsylvania 1974 — 1978
BS, Finance
Vanguard
Skills
Mutual Funds, Financial Services, Investments, Relationship Management, Financial Analysis, Series 63, Business Analysis, Series 6, Series 26, People Management, Mentoring
Education
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2009
Master of Business Administration (MBA), Finance, General
Shippensburg University of Pennsylvania 1974 — 1978
BS, Finance
Benis Adaaquah's Vanguard Experience August 2014 - Present
Job Client Relationship Administrator
Industry Financial Services
Experience
Vanguard August 2014 - Present
Vanguard April 2012 - August 2014
Vanguard, Malvern June 2008 - April 2012
Vanguard, Malvern October 2006 - June 2008
Affiliated Computer June 2005 - October 2006
Skills
Defined Benefit, Employee Benefits, Pensions, Retirement, Payroll, Data Analysis, Auditing, User Acceptance Testing, Non-Qualified Deferred..., Benefits Administration, Pension Administration, 401k, Insurance, Mutual Funds, Microsoft Office, Customer Service, Microsoft Word, Financial Services, Project Management, PowerPoint, Process Improvement, Analysis, Microsoft Excel, Time Management, CRM, Access
Education
SAINT PETER'S COLLEGE 2006 — 2008
MBA; MS, Finance; Accounting
St. Peter's College 2006 — 2008
Master of Science (MS), Accounting and Finance
SAINT PETER'S COLLEGE 2001 — 2005
Bachelor of Science, International Business and Trade
Vanguard August 2014 - Present
Vanguard April 2012 - August 2014
Vanguard, Malvern June 2008 - April 2012
Vanguard, Malvern October 2006 - June 2008
Affiliated Computer June 2005 - October 2006
Skills
Defined Benefit, Employee Benefits, Pensions, Retirement, Payroll, Data Analysis, Auditing, User Acceptance Testing, Non-Qualified Deferred..., Benefits Administration, Pension Administration, 401k, Insurance, Mutual Funds, Microsoft Office, Customer Service, Microsoft Word, Financial Services, Project Management, PowerPoint, Process Improvement, Analysis, Microsoft Excel, Time Management, CRM, Access
Education
SAINT PETER'S COLLEGE 2006 — 2008
MBA; MS, Finance; Accounting
St. Peter's College 2006 — 2008
Master of Science (MS), Accounting and Finance
SAINT PETER'S COLLEGE 2001 — 2005
Bachelor of Science, International Business and Trade
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
Gary Folk, CFP's Vanguard Experience Relationship ManagerThe Vanguard Group2005 - Present
Job Relationship Manager at Vanguard
Industry Investment Management
Experience
Vanguard Relationship ManagerThe Vanguard Group2005 - Present
Education
Saint Joseph's University - Erivan K. Haub School of Business
MBA, Finance
William & Mary
BA
Vanguard Relationship ManagerThe Vanguard Group2005 - Present
Education
Saint Joseph's University - Erivan K. Haub School of Business
MBA, Finance
William & Mary
BA
Shannon Gallop's Vanguard Experience May 2014 - Present
Job Investment Consultant
Industry Financial Services
Experience
Vanguard May 2014 - Present
AssetMark January 2014 - May 2014
TD Ameritrade January 2009 - January 2014
Wachovia March 2007 - December 2008
Thrivent Financial for Lutherans 2005 - 2007
Ameriprise Financial 2003 - 2005
Centerpoint Energy 1998 - 2003
Spring ISD 1997 - 1998
Texas House of Representatives - State Representative Kevin Brady 1993 - 1996
Skills
401k, Retirement Planning, Microsoft Office, Asset Allocation, Options, Series 7, Mutual Funds, Retirement, Asset Managment, Investments, Securities, ETFs, Finance, Risk Management, Wealth Management, Portfolio Management, Visio, Business Process, Process Improvement, Strategic Financial..., Series 66, Investment Advisory, Asset Management, Uniform Combined State..., Insurance, Financial Analysis, Investment Strategies, Estate Planning, Financial Advisory, Wealth Management..., Long-term Care, Alternative Investments, IRAs, Wealth, Series 65, Analysis, FINRA, Separately Managed..., Series 6, Financial Planners, High Net Worth..., 401k Rollovers, Retirement Plan..., Wealth Accumulation, Personal Financial..., Investment Management
Education
Sam Houston State University 1993 — 1995
Bachelor of Arts (BA), Political Science and Government
Vanguard May 2014 - Present
AssetMark January 2014 - May 2014
TD Ameritrade January 2009 - January 2014
Wachovia March 2007 - December 2008
Thrivent Financial for Lutherans 2005 - 2007
Ameriprise Financial 2003 - 2005
Centerpoint Energy 1998 - 2003
Spring ISD 1997 - 1998
Texas House of Representatives - State Representative Kevin Brady 1993 - 1996
Skills
401k, Retirement Planning, Microsoft Office, Asset Allocation, Options, Series 7, Mutual Funds, Retirement, Asset Managment, Investments, Securities, ETFs, Finance, Risk Management, Wealth Management, Portfolio Management, Visio, Business Process, Process Improvement, Strategic Financial..., Series 66, Investment Advisory, Asset Management, Uniform Combined State..., Insurance, Financial Analysis, Investment Strategies, Estate Planning, Financial Advisory, Wealth Management..., Long-term Care, Alternative Investments, IRAs, Wealth, Series 65, Analysis, FINRA, Separately Managed..., Series 6, Financial Planners, High Net Worth..., 401k Rollovers, Retirement Plan..., Wealth Accumulation, Personal Financial..., Investment Management
Education
Sam Houston State University 1993 — 1995
Bachelor of Arts (BA), Political Science and Government
Annie Webb's Vanguard Experience March 2008 - June 2015
Job Manager, PAC and Government Affairs at Transamerica
Industry Financial Services
Experience
Transamerica June 2015 - Present
Vanguard March 2008 - June 2015
Honeywell November 2006 - March 2008
The Leadership Institute January 2006 - November 2006
Enterprise Rent-A-Car August 2005 - December 2005
Skills
Fundraising, Research, Public Speaking, Leadership, Nonprofits, Customer Service, Microsoft Office, Budgets, PAC, System Administration, Editing, Compliance, Lotus Notes, Event Planning
Education
The George Washington University 2009 — 2009
Graduate School, Political Management
Salem College 2001 — 2005
BA, History, Political Science, Sociology
Transamerica June 2015 - Present
Vanguard March 2008 - June 2015
Honeywell November 2006 - March 2008
The Leadership Institute January 2006 - November 2006
Enterprise Rent-A-Car August 2005 - December 2005
Skills
Fundraising, Research, Public Speaking, Leadership, Nonprofits, Customer Service, Microsoft Office, Budgets, PAC, System Administration, Editing, Compliance, Lotus Notes, Event Planning
Education
The George Washington University 2009 — 2009
Graduate School, Political Management
Salem College 2001 — 2005
BA, History, Political Science, Sociology
Christina (Kemp) Hurley's Vanguard Experience June 2003 - Present
Job Investor Trading Services Supervisor at Vanguard
Industry Financial Services
Experience
Vanguard June 2003 - Present
Phelps & Woodhead 1996 - 1998
North American Trust 1989 - 1995
Skills
Series 24, Series 7 and..., Leadership Development, Career Development, Financial Services, Series 63, Mutual Funds, Series 7, Investments, Retirement Planning, Financial Analysis, 401k, Retirement, Asset Allocation, Securities, Strategic Financial..., Process Improvement, Microsoft Excel, Wealth Management, Customer Service, Portfolio Management, Asset Management, Leadership, Finance, Financial Modeling
Education
San Diego State University-California State University
Vanguard June 2003 - Present
Phelps & Woodhead 1996 - 1998
North American Trust 1989 - 1995
Skills
Series 24, Series 7 and..., Leadership Development, Career Development, Financial Services, Series 63, Mutual Funds, Series 7, Investments, Retirement Planning, Financial Analysis, 401k, Retirement, Asset Allocation, Securities, Strategic Financial..., Process Improvement, Microsoft Excel, Wealth Management, Customer Service, Portfolio Management, Asset Management, Leadership, Finance, Financial Modeling
Education
San Diego State University-California State University
Eniko Holstein's Vanguard Experience November 2000 - June 2005
Job Logistics and Supply Chain Professional
Industry Logistics and Supply Chain
Experience
Phoenix International July 2010 - Present
JPMorgan Chase November 2005 - October 2008
Vanguard November 2000 - June 2005
Skills
Logistics, Supply Chain, Transportation, Shipping, Freight, Freight Forwarding, Supply Chain..., International Trade, Customs Regulations, Import, Supply Chain Management, Risk Management
Education
Scottsdale Community College 2011 — 2013
Currently working on associates, Justice Studies
Phoenix International July 2010 - Present
JPMorgan Chase November 2005 - October 2008
Vanguard November 2000 - June 2005
Skills
Logistics, Supply Chain, Transportation, Shipping, Freight, Freight Forwarding, Supply Chain..., International Trade, Customs Regulations, Import, Supply Chain Management, Risk Management
Education
Scottsdale Community College 2011 — 2013
Currently working on associates, Justice Studies
Jana Ulrich's Vanguard Experience June 2014 - Present
Job Six Sigma ChampionRetail Division at Vanguard
Industry Financial Services
Experience
Vanguard June 2014 - Present
Vanguard August 2012 - June 2014
Vanguard March 2011 - February 2012
Vanguard August 2009 - March 2011
The Vanguard Group December 2006 - March 2009
The Vanguard Group July 2005 - December 2006
The Vanguard Group August 2003 - July 2005
The Vanguard Group August 2002 - August 2003
Vanguard January 2002 - August 2002
Skills
Project Management, Series 7, Management, Coaching, People Management, Leadership Development, Series 24, Execution Skills, Building Relationships, Critical Thinking, Client-oriented, Program Management, Operations Management, Talent Management, Talent Acquisition, Investments, Leadership, Process Improvement, Securities, Training, Financial Services, Series 63, Mutual Funds, Relationship Management
Education
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2007
MBA, Management
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1996 — 2001
BSBA, Marketing
Securities Industry Institute
Vanguard June 2014 - Present
Vanguard August 2012 - June 2014
Vanguard March 2011 - February 2012
Vanguard August 2009 - March 2011
The Vanguard Group December 2006 - March 2009
The Vanguard Group July 2005 - December 2006
The Vanguard Group August 2003 - July 2005
The Vanguard Group August 2002 - August 2003
Vanguard January 2002 - August 2002
Skills
Project Management, Series 7, Management, Coaching, People Management, Leadership Development, Series 24, Execution Skills, Building Relationships, Critical Thinking, Client-oriented, Program Management, Operations Management, Talent Management, Talent Acquisition, Investments, Leadership, Process Improvement, Securities, Training, Financial Services, Series 63, Mutual Funds, Relationship Management
Education
Saint Joseph's University - Erivan K. Haub School of Business 2004 — 2007
MBA, Management
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1996 — 2001
BSBA, Marketing
Securities Industry Institute
Debbra Dufresne's Vanguard Experience 2008 - 2009
Job Experienced Financial Services Representative
Industry Financial Services
Experience
USAA April 2014 - Present
Amazon November 2013 - December 2013
CVS Caremark Corporation March 2013 - October 2013
Vanguard 2008 - 2009
M & I Bank 2004 - 2008
Charles Schwab 1997 - 2004
James W. Shaw Estate Planning 1995 - 1997
Bear Stearns 1990 - 1995
Education
Scottsdale Community College
Attended, Business Administration, Management and Operations
University of Southern Maine - School of Business
Attended, Business Administration and Management, General
USAA April 2014 - Present
Amazon November 2013 - December 2013
CVS Caremark Corporation March 2013 - October 2013
Vanguard 2008 - 2009
M & I Bank 2004 - 2008
Charles Schwab 1997 - 2004
James W. Shaw Estate Planning 1995 - 1997
Bear Stearns 1990 - 1995
Education
Scottsdale Community College
Attended, Business Administration, Management and Operations
University of Southern Maine - School of Business
Attended, Business Administration and Management, General
Sachidananda Padhi's Vanguard Experience August 2008 - August 2010
Job Sr Database Consultant, Bank of America
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2010 - Present
Vanguard August 2008 - August 2010
Kanbay Software(I) Pvt. Ltd.( Now Capgemini) 2003 - 2008
strabus software solutions December 2000 - October 2003
Skills
Software Project..., PL/SQL, Oracle, Requirements Analysis, SDLC, Data architect, Data Modeling
Education
Utkal University 1997 — 2000
MCA, Computers, DB
Sambalpur University
Bank of America Merrill Lynch August 2010 - Present
Vanguard August 2008 - August 2010
Kanbay Software(I) Pvt. Ltd.( Now Capgemini) 2003 - 2008
strabus software solutions December 2000 - October 2003
Skills
Software Project..., PL/SQL, Oracle, Requirements Analysis, SDLC, Data architect, Data Modeling
Education
Utkal University 1997 — 2000
MCA, Computers, DB
Sambalpur University
Penney Flores's Vanguard Experience November 2010 - Present
Job Brokerage Associate at Vanguard
Industry Financial Services
Experience
Vanguard November 2010 - Present
Allstate Financial May 2009 - January 2010
AmTrust Bank 2007 - 2008
JPMorgan Chase 2005 - 2007
AXA Advisors 2004 - 2005
Thrivent Financial for Lutherans 2003 - 2004
Teachers' Pal 1999 - 2003
Education
San Diego State University-California State University 1976 — 1981
AB, Liberal Studies
Vanguard November 2010 - Present
Allstate Financial May 2009 - January 2010
AmTrust Bank 2007 - 2008
JPMorgan Chase 2005 - 2007
AXA Advisors 2004 - 2005
Thrivent Financial for Lutherans 2003 - 2004
Teachers' Pal 1999 - 2003
Education
San Diego State University-California State University 1976 — 1981
AB, Liberal Studies
Aleksandr Lipatov's Vanguard Experience May 2011 - December 2011
Job Applications developer from ZeroChaos at Symphony Health Solutions
Industry Information Technology and Services
Experience
Symphony Health Solutions January 2015 - Present
Citi December 2011 - May 2014
Vanguard May 2011 - December 2011
Citi June 2010 - May 2011
Standard & Poor's November 2009 - January 2010
Unisys January 1999 - May 2009
Unisys September 1996 - January 1999
Baltic Technology Group 1994 - 1996
Skills
SOA, Business Intelligence, Software Project..., PL/SQL, Requirements Analysis, Software Development, Data Warehousing, SQL, SDLC, Unix Shell Scripting, Enterprise Architecture, Unix, Databases, Oracle, Microsoft SQL Server, Agile Methodologies, JavaScript, Business Analysis, Visual Basic, XML, ETL, Java Enterprise Edition, Web Services, Integration, Data Modeling, DB2, Solution Architecture, Systems Analysis, Scrum
Education
Riga State Gymnasium No.1
Санкт-Петербургский Государственный Университет
MS, Physics
Symphony Health Solutions January 2015 - Present
Citi December 2011 - May 2014
Vanguard May 2011 - December 2011
Citi June 2010 - May 2011
Standard & Poor's November 2009 - January 2010
Unisys January 1999 - May 2009
Unisys September 1996 - January 1999
Baltic Technology Group 1994 - 1996
Skills
SOA, Business Intelligence, Software Project..., PL/SQL, Requirements Analysis, Software Development, Data Warehousing, SQL, SDLC, Unix Shell Scripting, Enterprise Architecture, Unix, Databases, Oracle, Microsoft SQL Server, Agile Methodologies, JavaScript, Business Analysis, Visual Basic, XML, ETL, Java Enterprise Edition, Web Services, Integration, Data Modeling, DB2, Solution Architecture, Systems Analysis, Scrum
Education
Riga State Gymnasium No.1
Санкт-Петербургский Государственный Университет
MS, Physics
Steven Melnick, MBA's Vanguard Experience December 1996 - Present
Job Senior IT Manager at Vanguard
Industry Financial Services
Experience
Vanguard December 1996 - Present
Skills
SDLC, Business Analysis, Leadership, Business Process, Business Requirements, Business Strategy, ERP, Enterprise Software, Finance, Product Management, Program Management, Project Planning, Strategy, Team Management, Six Sigma, Business Process..., Agile Project Management, Budgets, Training
Education
Saint Joseph's University - Erivan K. Haub School of Business 2007 — 2011
Master of Business Administration (MBA), Management
The George Washington University 1998 — 1999
Masters Cert in Project Management
George Mason University - School of Management 1981 — 1985
BS, Decision Sciences/information Systems
Vanguard December 1996 - Present
Skills
SDLC, Business Analysis, Leadership, Business Process, Business Requirements, Business Strategy, ERP, Enterprise Software, Finance, Product Management, Program Management, Project Planning, Strategy, Team Management, Six Sigma, Business Process..., Agile Project Management, Budgets, Training
Education
Saint Joseph's University - Erivan K. Haub School of Business 2007 — 2011
Master of Business Administration (MBA), Management
The George Washington University 1998 — 1999
Masters Cert in Project Management
George Mason University - School of Management 1981 — 1985
BS, Decision Sciences/information Systems
Leo Corrigan, CFA, CFP®'s Vanguard Experience September 2013 - Present
Job Senior Institutional Investment Manager at Vanguard
Industry Investment Management
Experience
Vanguard September 2013 - Present
Vanguard January 2010 - September 2013
Vanguard May 2007 - January 2010
Vanguard August 2004 - May 2007
Vanguard September 2002 - August 2004
Vanguard January 2001 - September 2002
Valley National Bank June 2000 - January 2001
Schering-Plough June 1999 - June 2000
Skills
Retirement Planning, Asset Management, Estate Planning, Retirement Income..., Financial Planning, Asset Allocation, Investments, Mutual Funds, Investment Advisory..., Strategic Financial..., Retirement, Investment Strategies, Series 7, Investment Advisory, Asset Managment, Certified Financial..., Chartered Financial..., Investment Management, Portfolio Management, Institutional..., High Net Worth..., Wealth Management
Education
Villanova University 2001 — 2003
MBA, Business/Commerce, General
Seton Hall University 1996 — 2000
B.S., Finance
Bergen Catholic
Vanguard September 2013 - Present
Vanguard January 2010 - September 2013
Vanguard May 2007 - January 2010
Vanguard August 2004 - May 2007
Vanguard September 2002 - August 2004
Vanguard January 2001 - September 2002
Valley National Bank June 2000 - January 2001
Schering-Plough June 1999 - June 2000
Skills
Retirement Planning, Asset Management, Estate Planning, Retirement Income..., Financial Planning, Asset Allocation, Investments, Mutual Funds, Investment Advisory..., Strategic Financial..., Retirement, Investment Strategies, Series 7, Investment Advisory, Asset Managment, Certified Financial..., Chartered Financial..., Investment Management, Portfolio Management, Institutional..., High Net Worth..., Wealth Management
Education
Villanova University 2001 — 2003
MBA, Business/Commerce, General
Seton Hall University 1996 — 2000
B.S., Finance
Bergen Catholic
Balakrishnan Chelliah's Vanguard Experience 1997 - 1998
Job Project Manager at Protechsoft Technologies
Industry Computer Software
Experience
Protechsoft Technologies Programmer AnalystParadigm Healthcare Services1999 - 2000
Vanguard 1997 - 1998
Education
Sathyabama University
Protechsoft Technologies Programmer AnalystParadigm Healthcare Services1999 - 2000
Vanguard 1997 - 1998
Education
Sathyabama University
Dan Finneran's Vanguard Experience April 2012 - Present
Job Equity/Option Trader at Vanguard
Industry Financial Services
Experience
Vanguard April 2012 - Present
Vanguard July 2008 - April 2012
Skills
Series 63, Series 7
Education
San Diego State University-California State University 2006 — 2008
Bachelors, Finance
Vanguard April 2012 - Present
Vanguard July 2008 - April 2012
Skills
Series 63, Series 7
Education
San Diego State University-California State University 2006 — 2008
Bachelors, Finance
Emily Dech's Vanguard Experience August 2013 - Present
Job Project Lead at Vanguard
Industry Financial Services
Experience
Vanguard August 2013 - Present
Vanguard 2012 - Present
Vanguard 2007 - January 2012
Vanguard 2005 - 2007
Vanguard 2004 - 2005
Skills
Mutual Funds, Relationship Management
Education
Saint Joseph's University - Erivan K. Haub School of Business 2009 — 2011
MBA, International Business
West Chester University of Pennsylvania 2000 — 2004
BA, Communications
Vanguard August 2013 - Present
Vanguard 2012 - Present
Vanguard 2007 - January 2012
Vanguard 2005 - 2007
Vanguard 2004 - 2005
Skills
Mutual Funds, Relationship Management
Education
Saint Joseph's University - Erivan K. Haub School of Business 2009 — 2011
MBA, International Business
West Chester University of Pennsylvania 2000 — 2004
BA, Communications
Michael G Reyes's Vanguard Experience August 2004 - Present
Job Test Analyst at Vanguard
Industry Financial Services
Experience
Vanguard August 2004 - Present
Vanguard March 2001 - August 2004
Ranstad( Vanguard Placement) August 2000 - March 2001
Skills
Siebel, Microsoft Office, Mac OS, Windows 7, HP Quality Center, User Acceptance Testing, Customer Service, VAST, Floor support for..., Swiss Army floor support, Leadership, Agile Methodologies, CRM, Management, Process Improvement, Strategic Planning, Business Analysis, Mutual Funds, Project Management, Quality Center, Financial Analysis, SDLC, Regression Testing, System Testing, Strategic Financial...
Education
Salt Lake Community College 1988 — 1988
Computer and Information Sciences and Support Services
Vanguard August 2004 - Present
Vanguard March 2001 - August 2004
Ranstad( Vanguard Placement) August 2000 - March 2001
Skills
Siebel, Microsoft Office, Mac OS, Windows 7, HP Quality Center, User Acceptance Testing, Customer Service, VAST, Floor support for..., Swiss Army floor support, Leadership, Agile Methodologies, CRM, Management, Process Improvement, Strategic Planning, Business Analysis, Mutual Funds, Project Management, Quality Center, Financial Analysis, SDLC, Regression Testing, System Testing, Strategic Financial...
Education
Salt Lake Community College 1988 — 1988
Computer and Information Sciences and Support Services
Yatin Patel's Vanguard Experience February 2013 - August 2013
Job Sr. Data Engineer
Industry Information Technology and Services
Experience
IMS Health January 2015 - Present
ColdLight Solutions August 2013 - January 2015
Vanguard February 2013 - August 2013
Stroll November 2012 - January 2013
IKEA Group August 2008 - September 2012
Customs and Supply Information Group June 2004 - August 2008
IKEA October 2000 - June 2004
SoftGenie Ltd. July 1998 - April 2000
Skills
sql server 2005, sql server 2008 R2..., Oracle 8i, Oracle 10g, AIX 5.x, Linux, Windows Server 2003, Windows Server 2008 EE, VMS, SQL Loader, SSAS 2008, SSRS, SSIS, Toad 9.0, Oracle Designer, Oracle Developer 2000, Oracle Web Forms, Active Reports, Visio, ClearQuest, ClearCase, HQ.Net(Retalix), StorePoint(Retalix), HP Service Desk, BMC Remedy, Panorama, IIS 6.0, SQL, T-SQL, PL/SQL, Unix Shell Scripting, Python, HTML, ASP.NET, VB 6.0, Java, XML, Sharepoint 2010, Visual Basic
Education
Sardar Patel University 1995 — 1998
Master of Science (M.S.), Computer Science
IMS Health January 2015 - Present
ColdLight Solutions August 2013 - January 2015
Vanguard February 2013 - August 2013
Stroll November 2012 - January 2013
IKEA Group August 2008 - September 2012
Customs and Supply Information Group June 2004 - August 2008
IKEA October 2000 - June 2004
SoftGenie Ltd. July 1998 - April 2000
Skills
sql server 2005, sql server 2008 R2..., Oracle 8i, Oracle 10g, AIX 5.x, Linux, Windows Server 2003, Windows Server 2008 EE, VMS, SQL Loader, SSAS 2008, SSRS, SSIS, Toad 9.0, Oracle Designer, Oracle Developer 2000, Oracle Web Forms, Active Reports, Visio, ClearQuest, ClearCase, HQ.Net(Retalix), StorePoint(Retalix), HP Service Desk, BMC Remedy, Panorama, IIS 6.0, SQL, T-SQL, PL/SQL, Unix Shell Scripting, Python, HTML, ASP.NET, VB 6.0, Java, XML, Sharepoint 2010, Visual Basic
Education
Sardar Patel University 1995 — 1998
Master of Science (M.S.), Computer Science
David Seay's Vanguard Experience October 2012 - Present
Job Financial Associate within Advice Services at Vanguard
Industry Financial Services
Experience
Vanguard October 2012 - Present
Vanguard September 2011 - October 2012
JPMorgan Chase January 2009 - September 2011
Skills
Series 63, Series 7, Investments, Series 6, Mutual Funds, Retirement Planning, Financial Services, IRAs, Portfolio Management, 529 Plans, PowerPoint
Education
University of Phoenix 2014 — 2016
Financial Planning, 3.62 GPA
Scottsdale Community College 2008 — 2009
Prerequisites
Vanguard October 2012 - Present
Vanguard September 2011 - October 2012
JPMorgan Chase January 2009 - September 2011
Skills
Series 63, Series 7, Investments, Series 6, Mutual Funds, Retirement Planning, Financial Services, IRAs, Portfolio Management, 529 Plans, PowerPoint
Education
University of Phoenix 2014 — 2016
Financial Planning, 3.62 GPA
Scottsdale Community College 2008 — 2009
Prerequisites
Katie Rash's Vanguard Experience November 2010 - January 2012
Job
Industry Financial Services
Experience
Toews Corporation February 2015 - Present
Aberdeen Asset Management June 2013 - February 2015
Aberdeen Asset Management May 2012 - June 2013
Vanguard November 2010 - January 2012
Generations Financial Advisors January 2009 - May 2009
Skills
Asset Allocation, Investments, Fixed Income, Bloomberg, Customer Service, Microsoft Office, Mutual Funds, Data Analysis, Asset Management, Wealth Management, Marketing Strategy, Fund Of Funds, Business Strategy, Financial Analysis, Digital Strategy, Morningstar Direct, Salesforce.com, Salesforce.com...
Education
Salisbury University - Perdue School of Business 2006 — 2010
Bachelor of Science (B.S.), Corporate Finance; Minor, Accounting
University College Dublin 2009 — 2009
Study Abroad Student, International Finance, International Business
Toews Corporation February 2015 - Present
Aberdeen Asset Management June 2013 - February 2015
Aberdeen Asset Management May 2012 - June 2013
Vanguard November 2010 - January 2012
Generations Financial Advisors January 2009 - May 2009
Skills
Asset Allocation, Investments, Fixed Income, Bloomberg, Customer Service, Microsoft Office, Mutual Funds, Data Analysis, Asset Management, Wealth Management, Marketing Strategy, Fund Of Funds, Business Strategy, Financial Analysis, Digital Strategy, Morningstar Direct, Salesforce.com, Salesforce.com...
Education
Salisbury University - Perdue School of Business 2006 — 2010
Bachelor of Science (B.S.), Corporate Finance; Minor, Accounting
University College Dublin 2009 — 2009
Study Abroad Student, International Finance, International Business
Lenka Beranova's Vanguard Experience 1999 - 2000
Job Business Development and President
Industry Health, Wellness and Fitness
Experience
PLAYFWD January 2014 - Present
Seeds For Dreams January 2014 - Present
Zrniecka Pre Sni (nonprofit) (former ZKPB) 2010 - Present
Deborah's Palm 2005 - October 2014
Fitopia Fitness and Wellness LLC. 2004 - July 2014
NAVIGANT CONSULTING 2003 - 2004
ARTHUR ANDERSEN 2001 - 2003
Vanguard 1999 - 2000
Skills
Nutrition, Entrepreneurship, Social Media, Wellness, Social Media Marketing, Start-ups, Fitness, Coaching, Leadership, Community Outreach, Sports, Fundraising, Management, Nonprofits, Small Business, Leadership Development, Research, Strategic Planning
Education
University of Pennsylvania
Bachelor of Arts (BA), Economics
San Jose State University
Master of Kinesiology, Kinesiology and Exercise Science
PLAYFWD January 2014 - Present
Seeds For Dreams January 2014 - Present
Zrniecka Pre Sni (nonprofit) (former ZKPB) 2010 - Present
Deborah's Palm 2005 - October 2014
Fitopia Fitness and Wellness LLC. 2004 - July 2014
NAVIGANT CONSULTING 2003 - 2004
ARTHUR ANDERSEN 2001 - 2003
Vanguard 1999 - 2000
Skills
Nutrition, Entrepreneurship, Social Media, Wellness, Social Media Marketing, Start-ups, Fitness, Coaching, Leadership, Community Outreach, Sports, Fundraising, Management, Nonprofits, Small Business, Leadership Development, Research, Strategic Planning
Education
University of Pennsylvania
Bachelor of Arts (BA), Economics
San Jose State University
Master of Kinesiology, Kinesiology and Exercise Science
Kay Depper's Vanguard Experience August 2007 - July 2011
Job Financial Services Professional
Industry Financial Services
Experience
Vanguard August 2007 - July 2011
Discover Financial Services February 2006 - August 2007
Skills
Financial Services
Education
Scottsdale Community College 2006 — 2009
Associates, Associates in Arts
Bel Air High School 2000 — 2004
High School Diploma
Vanguard August 2007 - July 2011
Discover Financial Services February 2006 - August 2007
Skills
Financial Services
Education
Scottsdale Community College 2006 — 2009
Associates, Associates in Arts
Bel Air High School 2000 — 2004
High School Diploma
Tatiana Schneider's Vanguard Experience November 2008 - Present
Job IT Manager at Vanguard
Industry Financial Services
Experience
Vanguard November 2008 - Present
Vanguard January 2006 - November 2008
Vanguard December 2001 - January 2007
Skills
Software Project..., IT Strategy, Disaster Recovery, SDLC, IT Management, Unix, Software Development, Agile Methodologies, Requirements Analysis, SQL, Process Improvement, Enterprise Architecture
Education
Saratov State University named after N.G.Chernyshevsky
Bachelor of Science (BS), Computer Science
Vanguard November 2008 - Present
Vanguard January 2006 - November 2008
Vanguard December 2001 - January 2007
Skills
Software Project..., IT Strategy, Disaster Recovery, SDLC, IT Management, Unix, Software Development, Agile Methodologies, Requirements Analysis, SQL, Process Improvement, Enterprise Architecture
Education
Saratov State University named after N.G.Chernyshevsky
Bachelor of Science (BS), Computer Science
Christina (Kemp) Hurley's Vanguard Experience June 2003 - Present
Job Supervisor at Vanguard
Industry Financial Services
Experience
Vanguard June 2003 - Present
Vanguard 2003 - 2013
Morgan Stanley April 2001 - April 2002
Phelps & Woodhead brokerage firm May 1997 - August 2000
North American Trust January 1993 - August 1996
Skills
Asset Allocation, Retirement, Retirement Planning, Relationship Management, Financial Analysis, Bloomberg, Process Improvement, Equities, Strategic Financial..., Fixed Income, Lotus Notes, Microsoft Excel, Series 7, Series 24, Series 63, Team Leadership, Total Rewards Strategies
Education
El Capitan
San Diego State University-California State University
Vanguard June 2003 - Present
Vanguard 2003 - 2013
Morgan Stanley April 2001 - April 2002
Phelps & Woodhead brokerage firm May 1997 - August 2000
North American Trust January 1993 - August 1996
Skills
Asset Allocation, Retirement, Retirement Planning, Relationship Management, Financial Analysis, Bloomberg, Process Improvement, Equities, Strategic Financial..., Fixed Income, Lotus Notes, Microsoft Excel, Series 7, Series 24, Series 63, Team Leadership, Total Rewards Strategies
Education
El Capitan
San Diego State University-California State University
Kris Rushing's Vanguard Experience January 2015 - Present
Job Project Manager at Vanguard
Industry Investment Management
Experience
Vanguard January 2015 - Present
Vanguard June 2014 - August 2014
Naval Special Warfare November 2005 - August 2013
BUD/S Class 253 August 2004 - November 2005
United States Navy March 2004 - August 2004
Skills
Navy, Military Experience, Military, Security Clearance, Military Operations, Organizational..., DoD, Command, Strategic Planning
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (M.B.A.), Marketing, Operations Management, and Strategic Management
San Jose State University 2000 — 2002
BS, Business Administration
Santa Rosa Junior College 1997 — 2000
Santa Rosa High School 1996 — 1997
High School
The Hotchkiss School 1994 — 1996
High School
Vanguard January 2015 - Present
Vanguard June 2014 - August 2014
Naval Special Warfare November 2005 - August 2013
BUD/S Class 253 August 2004 - November 2005
United States Navy March 2004 - August 2004
Skills
Navy, Military Experience, Military, Security Clearance, Military Operations, Organizational..., DoD, Command, Strategic Planning
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (M.B.A.), Marketing, Operations Management, and Strategic Management
San Jose State University 2000 — 2002
BS, Business Administration
Santa Rosa Junior College 1997 — 2000
Santa Rosa High School 1996 — 1997
High School
The Hotchkiss School 1994 — 1996
High School
Kiesha Stephens's Vanguard Experience January 2008 - August 2010
Job Real Estate Agent at Black & White Realty
Industry Real Estate
Experience
Black & White Realty Listing SpecialistRedfinSeptember 2010 - November 2014
Vanguard January 2008 - August 2010
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
San Francisco State University
Bachelor's degree, Hospitality Administration/Management
Black & White Realty Listing SpecialistRedfinSeptember 2010 - November 2014
Vanguard January 2008 - August 2010
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
San Francisco State University
Bachelor's degree, Hospitality Administration/Management
Sonja Norell Conner's Vanguard Experience June 2014 - Present
Job ResourcePlanning Analyst at Vanguard
Industry Financial Services
Experience
Vanguard June 2014 - Present
Vanguard June 2007 - June 2014
Education
Stockholm University 2004 — 2004
Master of Business Administration (M.B.A.), Finance, General
San Diego State University-California State University 2002 — 2003
Master of Business Administration (M.B.A.) part of it, Finance and Management
Stockholm University 2000 — 2002
Bachelor of Business Administration (B.B.A.), Finance and Management
Vanguard June 2014 - Present
Vanguard June 2007 - June 2014
Education
Stockholm University 2004 — 2004
Master of Business Administration (M.B.A.), Finance, General
San Diego State University-California State University 2002 — 2003
Master of Business Administration (M.B.A.) part of it, Finance and Management
Stockholm University 2000 — 2002
Bachelor of Business Administration (B.B.A.), Finance and Management
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments