Vanguard Company
Industry: Investment management company
DescriptionThe Vanguard Group is an American registered investment advisor based in Malvern, Pennsylvania with over $5.1 trillion in assets under management. It is the largest provider of mutual funds and the second-largest provider of exchange-traded funds in the world after BlackRock's iShares. Customer service: 0800 032 3731 Assets under management: 5.1 trillion USD (January 31, 2018) Founder: John C. Bogle Founded: 1 May 1975, Valley Forge, Pennsylvania, United States CEO: Mortimer J. Buckley (Jan 2018–) Headquarters: Valley Forge, Pennsylvania, United States
Vanguard List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Vanguard. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Vanguard Employees
Employee
Years
Job
Industry
Christopher Maida Christopher Maida's Vanguard Experience February 2013 - Present
Job Analyst at Vanguard
Industry Financial Services
Experience
Vanguard February 2013 - Present
The Vanguard Group August 2011 - February 2013
Wells Fargo Bank January 2011 - July 2011
Biondo Investment Advisors May 2010 - September 2010
Skills
Management, Microsoft Excel, PowerPoint, Outlook, Analysis, Portfolio Management, Research, Finance, Strategy, Mutual Funds, Bloomberg, Financial Analysis, Access, Banking, Customer Service, Financial Modeling
Education
Slippery Rock University of Pennsylvania
BSBA, Finance
Villanova University
Master of Business Administration (MBA), Finance, General
Vanguard February 2013 - Present
The Vanguard Group August 2011 - February 2013
Wells Fargo Bank January 2011 - July 2011
Biondo Investment Advisors May 2010 - September 2010
Skills
Management, Microsoft Excel, PowerPoint, Outlook, Analysis, Portfolio Management, Research, Finance, Strategy, Mutual Funds, Bloomberg, Financial Analysis, Access, Banking, Customer Service, Financial Modeling
Education
Slippery Rock University of Pennsylvania
BSBA, Finance
Villanova University
Master of Business Administration (MBA), Finance, General
Paul Chisolm Paul Chisolm's Vanguard Experience August 2013 - May 2014
Job Owner of Precise Graphix and Precise Blending
Industry Graphic Design
Experience
AvidXchange, Inc. August 2014 - Present
Vanguard August 2013 - May 2014
Sprint February 2012 - August 2013
Target February 2001 - February 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, English, Outlook, Windows, Teaching, HTML, Team Leadership, Social Media, InDesign, Mac, Marketing, Adobe Creative Suite, Illustrator, Web Design, Graphic Design, Photography, Dreamweaver, Adobe Acrobat, Retail, Email Marketing, Visual Merchandising, Multimedia, Branding, After Effects, Video Editing, Flash, Public Relations, Final Cut Pro, Teamwork, Social Networking, Facebook
Education
South Carolina State University 2006 — 2011
Bachelor of Arts (B.A.), Digital Communication and Media/Multimedia
AvidXchange, Inc. August 2014 - Present
Vanguard August 2013 - May 2014
Sprint February 2012 - August 2013
Target February 2001 - February 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, English, Outlook, Windows, Teaching, HTML, Team Leadership, Social Media, InDesign, Mac, Marketing, Adobe Creative Suite, Illustrator, Web Design, Graphic Design, Photography, Dreamweaver, Adobe Acrobat, Retail, Email Marketing, Visual Merchandising, Multimedia, Branding, After Effects, Video Editing, Flash, Public Relations, Final Cut Pro, Teamwork, Social Networking, Facebook
Education
South Carolina State University 2006 — 2011
Bachelor of Arts (B.A.), Digital Communication and Media/Multimedia
Katherine Geis Katherine Geis's Vanguard Experience October 2014 - Present
Job Supervisor Flagship Services at Vanguard
Industry Financial Services
Experience
Vanguard October 2014 - Present
Vanguard July 2013 - Present
College Nannies & Tutors September 2012 - Present
Exeter Parks and Rec Dept. June 2011 - August 2012
Tutors for All January 2010 - December 2010
Skills
Management, Microsoft Office, PowerPoint, Training, Budgets, Microsoft Word, Recruiting, Public Speaking, Financial Modeling, Community Outreach, Teaching, Sales, Microsoft Excel, Leadership
Education
Simmons College 2009 — 2013
B.A, Finance and Management
Exeter High School
Vanguard October 2014 - Present
Vanguard July 2013 - Present
College Nannies & Tutors September 2012 - Present
Exeter Parks and Rec Dept. June 2011 - August 2012
Tutors for All January 2010 - December 2010
Skills
Management, Microsoft Office, PowerPoint, Training, Budgets, Microsoft Word, Recruiting, Public Speaking, Financial Modeling, Community Outreach, Teaching, Sales, Microsoft Excel, Leadership
Education
Simmons College 2009 — 2013
B.A, Finance and Management
Exeter High School
Ryan Maher Ryan Maher's Vanguard Experience June 1999 - April 2000
Job Account Manager, Wealth & Retirement Administration at SunGard
Industry Financial Services
Experience
SunGard March 2015 - Present
BlackRock October 2011 - January 2015
BlackRock August 2004 - October 2011
American Express Financial Advisors July 2003 - June 2004
Topp Portable Air April 2000 - July 2003
Vanguard June 1999 - April 2000
Skills
Asset Management, Fixed Income, Mutual Funds, Investments, Series 7, Cash Management, Financial Analysis, Relationship Management, Institutional..., Series 66, Finance, Management
Education
Wilmington University 2007 — 2009
Master of Business Administration (M.B.A.), Finance, General, 4.0
Shippensburg University of Pennsylvania 1995 — 1999
Bachelor's Degree, Business Administration and Management, General, 3.0
SunGard March 2015 - Present
BlackRock October 2011 - January 2015
BlackRock August 2004 - October 2011
American Express Financial Advisors July 2003 - June 2004
Topp Portable Air April 2000 - July 2003
Vanguard June 1999 - April 2000
Skills
Asset Management, Fixed Income, Mutual Funds, Investments, Series 7, Cash Management, Financial Analysis, Relationship Management, Institutional..., Series 66, Finance, Management
Education
Wilmington University 2007 — 2009
Master of Business Administration (M.B.A.), Finance, General, 4.0
Shippensburg University of Pennsylvania 1995 — 1999
Bachelor's Degree, Business Administration and Management, General, 3.0
Alyssa Boeggeman Alyssa Boeggeman's Vanguard Experience September 2013 - Present
Job Financial Analyst at Vanguard
Industry Financial Services
Experience
Vanguard September 2013 - Present
Vanguard August 2012 - August 2013
Vanguard June 2011 - August 2011
Liberty Tax Service January 2010 - April 2011
Skills
Financial Analysis, Accounting, Financial Services, Internal Audit, Tax, Project Management, Relationship Management
Education
Saint Joseph's University 2013 — 2016
Master of Business Administration (M.B.A.), International Business
Shippensburg University of Pennsylvania 2009 — 2012
Bachelor of Science in Business Administration (BSBA), Accounting
Vanguard September 2013 - Present
Vanguard August 2012 - August 2013
Vanguard June 2011 - August 2011
Liberty Tax Service January 2010 - April 2011
Skills
Financial Analysis, Accounting, Financial Services, Internal Audit, Tax, Project Management, Relationship Management
Education
Saint Joseph's University 2013 — 2016
Master of Business Administration (M.B.A.), International Business
Shippensburg University of Pennsylvania 2009 — 2012
Bachelor of Science in Business Administration (BSBA), Accounting
Carolyn Blasek Carolyn Blasek's Vanguard Experience December 2013 - September 2014
Job Operation Specialist at HighPoint Solutions
Industry Hospital & Health Care
Experience
HighPoint Solutions September 2014 - Present
Vanguard December 2013 - September 2014
Oral and Maxillofacial Surgical Associates January 2013 - December 2013
Talamore Country Club September 2012 - December 2013
GaileyMurray Communications October 2012 - January 2013
Suasion September 2011 - December 2011
Skills
Microsoft Office, Facebook, Social Media, Press Releases, Newsletters, Fundraising, Teamwork, Event Planning, Event Management, Customer Service, PowerPoint, Public Relations, Microsoft Word, Microsoft Excel, Interviews, Marketing, Time Management, Email Marketing, Public Speaking, Outlook, Marketing Strategy, Sales, Social Media Marketing, Blogging, Wedding Blog, Social Networking, Marketing Communications, Creative Writing, Photoshop, Adobe Creative Suite, Editing, Recruiting, Advertising
Education
Shippensburg University of Pennsylvania 2008 — 2012
Bachelor of Arts (B.A.), Communication/Journalism
HighPoint Solutions September 2014 - Present
Vanguard December 2013 - September 2014
Oral and Maxillofacial Surgical Associates January 2013 - December 2013
Talamore Country Club September 2012 - December 2013
GaileyMurray Communications October 2012 - January 2013
Suasion September 2011 - December 2011
Skills
Microsoft Office, Facebook, Social Media, Press Releases, Newsletters, Fundraising, Teamwork, Event Planning, Event Management, Customer Service, PowerPoint, Public Relations, Microsoft Word, Microsoft Excel, Interviews, Marketing, Time Management, Email Marketing, Public Speaking, Outlook, Marketing Strategy, Sales, Social Media Marketing, Blogging, Wedding Blog, Social Networking, Marketing Communications, Creative Writing, Photoshop, Adobe Creative Suite, Editing, Recruiting, Advertising
Education
Shippensburg University of Pennsylvania 2008 — 2012
Bachelor of Arts (B.A.), Communication/Journalism
Adam A. Lake Adam A. Lake's Vanguard Experience May 2013 - Present
Job Problem Resolution Associate
Industry Financial Services
Experience
Vanguard May 2013 - Present
Raymond James Financial Services July 2008 - August 2012
RAMADA October 2008 - August 2010
Giant Food Distribution Center June 2007 - July 2008
Longhorn Steakhouse March 2007 - June 2007
Friendly Ice Cream Corporation April 2003 - March 2007
Skills
Time Management, Microsoft Excel, Microsoft Word, Data Entry, Customer Service, Microsoft Office, PowerPoint, Retail, Outlook, Inventory Management
Education
Shippensburg University of Pennsylvania 2004 — 2008
B.S.B.A., Finance; Personal Financial Planning
Vanguard May 2013 - Present
Raymond James Financial Services July 2008 - August 2012
RAMADA October 2008 - August 2010
Giant Food Distribution Center June 2007 - July 2008
Longhorn Steakhouse March 2007 - June 2007
Friendly Ice Cream Corporation April 2003 - March 2007
Skills
Time Management, Microsoft Excel, Microsoft Word, Data Entry, Customer Service, Microsoft Office, PowerPoint, Retail, Outlook, Inventory Management
Education
Shippensburg University of Pennsylvania 2004 — 2008
B.S.B.A., Finance; Personal Financial Planning
Jessica Novotny's Vanguard Experience July 2010 - July 2012
Job J.D., Southwestern University School of Law
Industry Law Practice
Experience
Cohen Law, A PLC October 2014 - April 2015
Los Angeles Superior Court Judge A. Mohr September 2014 - April 2015
City of Los Angeles May 2013 - July 2013
Vanguard July 2010 - July 2012
Vanguard March 2007 - July 2010
Vanguard September 2004 - March 2007
Skills
Investments, Mutual Funds, Access, Equities, Microsoft Excel, PowerPoint, Securities, Strategic Financial..., Analysis, Relationship Management, Retirement Planning, Financial Services, Legal Research
Education
Southwestern University School of Law 2012 — 2015
Juris Doctor (J.D.)
St. Olaf College
Bachelor of Arts (B.A.), Psychology; Women's Studies; Family Studies
Cohen Law, A PLC October 2014 - April 2015
Los Angeles Superior Court Judge A. Mohr September 2014 - April 2015
City of Los Angeles May 2013 - July 2013
Vanguard July 2010 - July 2012
Vanguard March 2007 - July 2010
Vanguard September 2004 - March 2007
Skills
Investments, Mutual Funds, Access, Equities, Microsoft Excel, PowerPoint, Securities, Strategic Financial..., Analysis, Relationship Management, Retirement Planning, Financial Services, Legal Research
Education
Southwestern University School of Law 2012 — 2015
Juris Doctor (J.D.)
St. Olaf College
Bachelor of Arts (B.A.), Psychology; Women's Studies; Family Studies
Ashton Bush's Vanguard Experience November 2012 - August 2013
Job Business/Risk Analyst at EY
Industry Banking
Experience
EY May 2015 - Present
J.P. Morgan Chase March 2014 - Present
LPL Financial September 2013 - January 2014
Vanguard November 2012 - August 2013
Skills
Accounting, Marketing,..., Finance, Auditing,..., Leadership, Microsoft Office
Education
Southern University and Agricultural and Mechanical College at Baton Rouge 2006 — 2012
Bachelor of Science (BS), Business Management & Finance
EY May 2015 - Present
J.P. Morgan Chase March 2014 - Present
LPL Financial September 2013 - January 2014
Vanguard November 2012 - August 2013
Skills
Accounting, Marketing,..., Finance, Auditing,..., Leadership, Microsoft Office
Education
Southern University and Agricultural and Mechanical College at Baton Rouge 2006 — 2012
Bachelor of Science (BS), Business Management & Finance
Michael DiSalvo Michael DiSalvo's Vanguard Experience April 2012 - June 2013
Job Account Manager at Moody's Analytics
Industry Financial Services
Experience
Moody's Analytics October 2014 - Present
Dealogic June 2013 - October 2014
Vanguard April 2012 - June 2013
Northwestern Mutual May 2011 - August 2011
c1search May 2009 - September 2009
Skills
Mutual Funds, Bloomberg, Financial Analysis, Bloomberg Terminal, Retirement Planning, Investments, Strategic Financial..., Fixed Income, Financial Modeling, Finance, Equities, Microsoft Excel, Communication, Builds Relationships, Strategic Planning, CRM, Portfolio Management, Relationship Management, Business Strategy, Presentations, National Account...
Education
Siena College 2008 — 2012
Bachelor of Science (BS), Finance
Fairport High School
Moody's Analytics October 2014 - Present
Dealogic June 2013 - October 2014
Vanguard April 2012 - June 2013
Northwestern Mutual May 2011 - August 2011
c1search May 2009 - September 2009
Skills
Mutual Funds, Bloomberg, Financial Analysis, Bloomberg Terminal, Retirement Planning, Investments, Strategic Financial..., Fixed Income, Financial Modeling, Finance, Equities, Microsoft Excel, Communication, Builds Relationships, Strategic Planning, CRM, Portfolio Management, Relationship Management, Business Strategy, Presentations, National Account...
Education
Siena College 2008 — 2012
Bachelor of Science (BS), Finance
Fairport High School
Alexis Paolantonio Pickard Alexis Paolantonio Pickard's Vanguard Experience June 2005 - January 2007
Job Vice President, Strategic Client Group at Montage Investments
Industry Financial Services
Experience
Montage Investments March 2012 - Present
Tortoise Capital Advisors October 2011 - March 2012
Hilliard Lyons June 2010 - October 2011
The Hartford January 2007 - June 2010
Vanguard June 2005 - January 2007
Education
Shippensburg University of Pennsylvania 2001 — 2005
Communication Journalism, Public Relations
Montage Investments March 2012 - Present
Tortoise Capital Advisors October 2011 - March 2012
Hilliard Lyons June 2010 - October 2011
The Hartford January 2007 - June 2010
Vanguard June 2005 - January 2007
Education
Shippensburg University of Pennsylvania 2001 — 2005
Communication Journalism, Public Relations
Dominique Gupta Dominique Gupta's Vanguard Experience 2013 - August 2014
Job Client Solutions Consultant at Morningstar
Industry Financial Services
Experience
Morningstar July 2015 - Present
Vanguard 2013 - August 2014
Morningstar 2011 - 2013
University of Chicago Booth School of Business 2010 - 2011
Chicago History Museum 2008 - 2010
Skills
Research, Analysis, Statistics, Proposal Writing, Library, Research Design, Archives, Interviews, Qualitative Research, Microsoft Office, Data Analysis, Public Speaking, Nonprofits, Social Media, Testing, Microsoft Excel, SPSS, Economics, Editing, Event Planning, Morningstar Direct
Education
University of Chicago 2010 — 2011
Master of Arts, Social Sciences
Simmons College 2006 — 2008
Master of Arts, Library Science and Archives Management
University of Massachusetts, Amherst 2004 — 2006
Bachelor of Arts (B.A.), History, Political Science, G.P.A. 3.86, summa cum laude
Morningstar July 2015 - Present
Vanguard 2013 - August 2014
Morningstar 2011 - 2013
University of Chicago Booth School of Business 2010 - 2011
Chicago History Museum 2008 - 2010
Skills
Research, Analysis, Statistics, Proposal Writing, Library, Research Design, Archives, Interviews, Qualitative Research, Microsoft Office, Data Analysis, Public Speaking, Nonprofits, Social Media, Testing, Microsoft Excel, SPSS, Economics, Editing, Event Planning, Morningstar Direct
Education
University of Chicago 2010 — 2011
Master of Arts, Social Sciences
Simmons College 2006 — 2008
Master of Arts, Library Science and Archives Management
University of Massachusetts, Amherst 2004 — 2006
Bachelor of Arts (B.A.), History, Political Science, G.P.A. 3.86, summa cum laude
Torri Chronister's Vanguard Experience March 2000 - March 2006
Job Retirement Plan Specialist at ICMARC
Industry Financial Services
Experience
ICMA-RC December 2013 - Present
Fidelity Investments April 2008 - March 2010
Fidelity Investments March 2006 - March 2008
Vanguard March 2000 - March 2006
Vanguard February 1999 - March 2000
Skills
Financial Services, Financial Markets, Adult Education, Financial Education, Master Scuba Diver, Presentations, Public Speaking, Bilingual-English/Spanis..., People Skills, 401k, Investments, Retirement Planning, Financial Planning, Asset Allocation
Education
Shippensburg University of Pennsylvania 1997 — 1998
Bachelor of Arts (BA), Spanish Language and Literature, Business
Universidad de Sevilla 1996 — 1996
Spanish Economics
West Chester University of Pennsylvania 1994 — 1996
ICMA-RC December 2013 - Present
Fidelity Investments April 2008 - March 2010
Fidelity Investments March 2006 - March 2008
Vanguard March 2000 - March 2006
Vanguard February 1999 - March 2000
Skills
Financial Services, Financial Markets, Adult Education, Financial Education, Master Scuba Diver, Presentations, Public Speaking, Bilingual-English/Spanis..., People Skills, 401k, Investments, Retirement Planning, Financial Planning, Asset Allocation
Education
Shippensburg University of Pennsylvania 1997 — 1998
Bachelor of Arts (BA), Spanish Language and Literature, Business
Universidad de Sevilla 1996 — 1996
Spanish Economics
West Chester University of Pennsylvania 1994 — 1996
Samantha Pollick Samantha Pollick's Vanguard Experience June 2013 - Present
Job Client Relationship Specialist at Vanguard
Industry Financial Services
Experience
Vanguard June 2013 - Present
Bowers Advisory Group, LLC September 2012 - May 2013
Aetna Better Health June 2012 - August 2012
Norristown Municipal Authority May 2010 - January 2012
All Things Bridal February 2009 - January 2012
Emil's Restaurant August 2005 - August 2009
Skills
Excel, Word, Microsoft Office, Customer Relations, Customer Service, Administration, Retail, Microsoft Excel, System Administration, Microsoft Word, Time Management, Finance, PowerPoint, Sales, Analysis, Event Planning, Access, CRM, Teamwork
Education
Shippensburg University of Pennsylvania 2009 — 2013
AACSB Bachelor of Science (BS), Finance and Personal Finance Planning
University of Reading 2010 — 2011
Bachelor of Science, International Business
Vanguard June 2013 - Present
Bowers Advisory Group, LLC September 2012 - May 2013
Aetna Better Health June 2012 - August 2012
Norristown Municipal Authority May 2010 - January 2012
All Things Bridal February 2009 - January 2012
Emil's Restaurant August 2005 - August 2009
Skills
Excel, Word, Microsoft Office, Customer Relations, Customer Service, Administration, Retail, Microsoft Excel, System Administration, Microsoft Word, Time Management, Finance, PowerPoint, Sales, Analysis, Event Planning, Access, CRM, Teamwork
Education
Shippensburg University of Pennsylvania 2009 — 2013
AACSB Bachelor of Science (BS), Finance and Personal Finance Planning
University of Reading 2010 — 2011
Bachelor of Science, International Business
Chelsea Westhoff, CIMA's Vanguard Experience January 2014 - Present
Job Relationship Manager at Vanguard
Industry Financial Services
Experience
Vanguard January 2014 - Present
Vanguard December 2007 - Present
Vanguard October 2006 - December 2007
Vanguard September 2005 - October 2006
Skills
FINRA Series 6, FINRA Series 63, American Fitness..., Mutual Funds, Investments, Relationship Management, Certified Investment..., Series 6, Series 63, CRM
Education
Shippensburg University of Pennsylvania 2001 — 2005
Bachelor of Arts, Marketing Communications
Vanguard January 2014 - Present
Vanguard December 2007 - Present
Vanguard October 2006 - December 2007
Vanguard September 2005 - October 2006
Skills
FINRA Series 6, FINRA Series 63, American Fitness..., Mutual Funds, Investments, Relationship Management, Certified Investment..., Series 6, Series 63, CRM
Education
Shippensburg University of Pennsylvania 2001 — 2005
Bachelor of Arts, Marketing Communications
Abdi Naji Abdi Naji's Vanguard Experience November 2014 - Present
Job Finance and Banking
Industry Financial Services
Experience
Vanguard November 2014 - Present
Verizon Wireless August 2011 - February 2012
Cricket Communications May 2010 - June 2011
Skills
Computer Proficiency, Highly personable, Bilingual, Exceptionally well..., Account Management, Customer Satisfaction, Customer Service, Marketing, Sales, Sales Management
Education
Southern New Hampshire University 2014 — 2016
finance
Appalachian State University 2007 — 2012
Bachelor of Business Administration (BBA), Business Management/Marketing
Vanguard November 2014 - Present
Verizon Wireless August 2011 - February 2012
Cricket Communications May 2010 - June 2011
Skills
Computer Proficiency, Highly personable, Bilingual, Exceptionally well..., Account Management, Customer Satisfaction, Customer Service, Marketing, Sales, Sales Management
Education
Southern New Hampshire University 2014 — 2016
finance
Appalachian State University 2007 — 2012
Bachelor of Business Administration (BBA), Business Management/Marketing
Laura Holloway's Vanguard Experience April 2013 - Present
Job at Vanguard
Industry Investment Management
Experience
Vanguard April 2013 - Present
Cruzstar July 2011 - September 2011
Alpha Kappa Psi November 2009 - November 2010
Skills
Customer Service, Teamwork, Marketing, PowerPoint, Microsoft Excel, Microsoft Word, Time Management, Sales, Lead Generation, Outlook, Leadership, Recruiting, Event Planning, Facebook, Management, Marketing Research, Microsoft Office, Public Speaking, Retail, Social Media, Social Media Marketing, Social Networking, Access, Networking, Team Building, CRM, Investments
Education
University of Wroclaw 2010 — 2011
Undergraduate, International Business
Shippensburg University of Pennsylvania 2007 — 2011
Undergraduate, Marketing and Management / Human Resources
Vanguard April 2013 - Present
Cruzstar July 2011 - September 2011
Alpha Kappa Psi November 2009 - November 2010
Skills
Customer Service, Teamwork, Marketing, PowerPoint, Microsoft Excel, Microsoft Word, Time Management, Sales, Lead Generation, Outlook, Leadership, Recruiting, Event Planning, Facebook, Management, Marketing Research, Microsoft Office, Public Speaking, Retail, Social Media, Social Media Marketing, Social Networking, Access, Networking, Team Building, CRM, Investments
Education
University of Wroclaw 2010 — 2011
Undergraduate, International Business
Shippensburg University of Pennsylvania 2007 — 2011
Undergraduate, Marketing and Management / Human Resources
Gregory Wynn Gregory Wynn's Vanguard Experience July 1985 - Present
Job School Director at Coatesville Area School Dist
Industry Financial Services
Experience
Coatesville Area School Dist February 2015 - Present
Vanguard July 1985 - Present
Skills
SDLC, Business Analysis, Agile Methodologies, SQL, Process Improvement, Visio, Requirements Analysis, Risk Management, Mutual Funds, Project Management, Vendor Management, Portfolio Management, Equities, Investments, Unix, Java
Education
Shippensburg University of Pennsylvania
West Chester University of Pennsylvania
Bachelor of Science (BS), Computer Science
Coatesville Area School Dist February 2015 - Present
Vanguard July 1985 - Present
Skills
SDLC, Business Analysis, Agile Methodologies, SQL, Process Improvement, Visio, Requirements Analysis, Risk Management, Mutual Funds, Project Management, Vendor Management, Portfolio Management, Equities, Investments, Unix, Java
Education
Shippensburg University of Pennsylvania
West Chester University of Pennsylvania
Bachelor of Science (BS), Computer Science
Katy Hartz Chase's Vanguard Experience May 2012 - August 2012
Job Paraplanner/Support Advisor at Lighthouse Wealth Management
Industry Financial Services
Experience
Lighthouse Wealth Management January 2013 - Present
Simmons College September 2011 - December 2012
Vanguard May 2012 - August 2012
Boston Cares August 2010 - August 2011
Pennsylvania State University August 2009 - May 2010
Communiqué Design and Marketing May 2009 - August 2009
Skills
Social Media, Fundraising, Market Research, Marketing Strategy, Community Outreach, Event Planning, Public Speaking, Marketing, Volunteer Management, Research, Non-profits, PowerPoint, Editing, Series 7, Series 66, Life Insurance
Education
Simmons College - Simmons School of Management 2011 — 2012
MBA, Business Analytics
Pennsylvania State University-Smeal College of Business 2006 — 2010
BS, Marketing
Lighthouse Wealth Management January 2013 - Present
Simmons College September 2011 - December 2012
Vanguard May 2012 - August 2012
Boston Cares August 2010 - August 2011
Pennsylvania State University August 2009 - May 2010
Communiqué Design and Marketing May 2009 - August 2009
Skills
Social Media, Fundraising, Market Research, Marketing Strategy, Community Outreach, Event Planning, Public Speaking, Marketing, Volunteer Management, Research, Non-profits, PowerPoint, Editing, Series 7, Series 66, Life Insurance
Education
Simmons College - Simmons School of Management 2011 — 2012
MBA, Business Analytics
Pennsylvania State University-Smeal College of Business 2006 — 2010
BS, Marketing
Lisa Browning Lisa Browning's Vanguard Experience June 2004 - October 2008
Job Learning & Development at Comcast Cable
Industry Telecommunications
Experience
Comcast Cable October 2008 - Present
Vanguard June 2004 - October 2008
Skills
Team Building, Call Centers, Telecommunications, Process Improvement, Training, Leadership, Customer Service, Program Management, Project Management, Customer Satisfaction
Education
Shippensburg University of Pennsylvania 2000 — 2004
Bachelors, Public Relations, Business Administration
Downingtown
Comcast Cable October 2008 - Present
Vanguard June 2004 - October 2008
Skills
Team Building, Call Centers, Telecommunications, Process Improvement, Training, Leadership, Customer Service, Program Management, Project Management, Customer Satisfaction
Education
Shippensburg University of Pennsylvania 2000 — 2004
Bachelors, Public Relations, Business Administration
Downingtown
Allison Green Allison Green's Vanguard Experience November 1999 - July 2006
Job Chief Diversity Officer
Industry Financial Services
Experience
Lincoln Financial Group November 2009 - Present
Wyeth September 2006 - October 2009
Vanguard November 1999 - July 2006
Education
Spelman College
MA and BA, Psychology
Lincoln Financial Group November 2009 - Present
Wyeth September 2006 - October 2009
Vanguard November 1999 - July 2006
Education
Spelman College
MA and BA, Psychology
David Foltz's Vanguard Experience March 2015 - Present
Job IT Transformation Specialist at Vanguard
Industry Financial Services
Experience
Vanguard March 2015 - Present
The Vanguard Group, Inc. January 2009 - February 2015
Vanguard January 2006 - December 2008
Vanguard January 2005 - December 2005
Vanguard January 2004 - December 2005
Vanguard January 2000 - December 2003
Vanguard June 1996 - December 1999
Manulife Financial August 1992 - June 1996
Key Business Systems August 1991 - March 1992
The Walt Disney Company August 1990 - January 1991
Skills
Project Planning, Process Improvement, Windows, Project Management, Customer Service, Training, Lotus Notes, Program Management, Leadership, Microsoft Office, Microsoft Excel, Employee Relations, Management, Budgets, PowerPoint, Team Building, Budget, Troubleshooting, Strategic Planning, Inventory Management, Coaching, Contract Negotiation, Marketing, Change Management, Operations Management, Aruba Wireless, Team Leadership, Global Management, Mentoring, Networking, ITIL, Team Management, IT Operations, Analysis, Business Analysis, Vendor Management, Technical Support, Visio, Data Analysis, Security, Telecommunications, Six Sigma, Information Technology, System Administration, Customer Satisfaction, Information Security, Cross-functional Team..., IT Management
Education
University of Phoenix 2000 — 2002
MBA, Business/Technology
Shippensburg University of Pennsylvania 1988 — 1991
Bachelor of Science (BS), Business Administration and Management, General
Vanguard March 2015 - Present
The Vanguard Group, Inc. January 2009 - February 2015
Vanguard January 2006 - December 2008
Vanguard January 2005 - December 2005
Vanguard January 2004 - December 2005
Vanguard January 2000 - December 2003
Vanguard June 1996 - December 1999
Manulife Financial August 1992 - June 1996
Key Business Systems August 1991 - March 1992
The Walt Disney Company August 1990 - January 1991
Skills
Project Planning, Process Improvement, Windows, Project Management, Customer Service, Training, Lotus Notes, Program Management, Leadership, Microsoft Office, Microsoft Excel, Employee Relations, Management, Budgets, PowerPoint, Team Building, Budget, Troubleshooting, Strategic Planning, Inventory Management, Coaching, Contract Negotiation, Marketing, Change Management, Operations Management, Aruba Wireless, Team Leadership, Global Management, Mentoring, Networking, ITIL, Team Management, IT Operations, Analysis, Business Analysis, Vendor Management, Technical Support, Visio, Data Analysis, Security, Telecommunications, Six Sigma, Information Technology, System Administration, Customer Satisfaction, Information Security, Cross-functional Team..., IT Management
Education
University of Phoenix 2000 — 2002
MBA, Business/Technology
Shippensburg University of Pennsylvania 1988 — 1991
Bachelor of Science (BS), Business Administration and Management, General
Kevin Pinkas Kevin Pinkas's Vanguard Experience 2006 - May 2008
Job Operations Manager, GTM Americas at Thomson Reuters
Industry Information Technology and Services
Experience
Thomson Reuters September 2015 - Present
Thomson Reuters February 2013 - September 2015
Thomson Reuters September 2009 - February 2013
Vanguard 2006 - May 2008
Skills
Salesforce.com, Account Management, CRM, Sales, Customer Service, Process Improvement, Microsoft Excel, Microsoft Office, Order Management, Team Building, Coaching, Customer Satisfaction, Training, SAP, Customer Experience, Troubleshooting, Siebel, Quality Assurance
Education
Southern Illinois University, Edwardsville 1995 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Thomson Reuters September 2015 - Present
Thomson Reuters February 2013 - September 2015
Thomson Reuters September 2009 - February 2013
Vanguard 2006 - May 2008
Skills
Salesforce.com, Account Management, CRM, Sales, Customer Service, Process Improvement, Microsoft Excel, Microsoft Office, Order Management, Team Building, Coaching, Customer Satisfaction, Training, SAP, Customer Experience, Troubleshooting, Siebel, Quality Assurance
Education
Southern Illinois University, Edwardsville 1995 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Judy Lovell Thompson Judy Lovell Thompson's Vanguard Experience September 2008 - June 2010
Job Director Loyalty Strategies, Springleaf Financial Services
Industry Financial Services
Experience
Springleaf Financial Services January 2014 - Present
MarketLauncher, Inc. October 2011 - January 2014
Vanguard September 2008 - June 2010
Bank of America February 2005 - May 2006
Skills
Marketing Strategy, Direct Marketing, Strategic Partnerships, Product Marketing, Business Development, Lead Generation, Strategy, Social Media Marketing, B2B Marketing, Account Management, Sales Management, Project Management, Recruiting, Onboarding, Startup Marketing, Database Marketing, Customer Service, Loss Prevention..., People Development, Client Development, Relationship Management, P&L Responsibility, Vendor Management, Data Analysis
Education
Southern Methodist University
B.A., Spanish
Archmere Academy
Springleaf Financial Services January 2014 - Present
MarketLauncher, Inc. October 2011 - January 2014
Vanguard September 2008 - June 2010
Bank of America February 2005 - May 2006
Skills
Marketing Strategy, Direct Marketing, Strategic Partnerships, Product Marketing, Business Development, Lead Generation, Strategy, Social Media Marketing, B2B Marketing, Account Management, Sales Management, Project Management, Recruiting, Onboarding, Startup Marketing, Database Marketing, Customer Service, Loss Prevention..., People Development, Client Development, Relationship Management, P&L Responsibility, Vendor Management, Data Analysis
Education
Southern Methodist University
B.A., Spanish
Archmere Academy
Holli Paul Holli Paul's Vanguard Experience 1999 - 2004
Job Coach at Beachbody
Industry Financial Services
Experience
Beachbody January 2013 - Present
Bradford Heights Home & School Association August 2012 - July 2013
Vanguard 1999 - 2004
Dollar Financial Group July 1998 - November 1999
L Robert Kimball 1997 - 1998
Centre Analytical Laboratiories 1996 - 1997
Penn State University 1995 - 1996
Skills
Accounts Receivable, Accounting, Finance, Insurance, Microsoft Office, Customer Service, Management, Data Entry, Budgets, Leadership, Training, Sales, Marketing, Team Leadership, Strategic Planning, Public Speaking, Nonprofits, Fundraising, Event Planning, Small Business, Team Building, Social Networking, Coaching, Human Resources, Social Media, Microsoft Word, Community Outreach, PowerPoint, Microsoft Excel
Education
South Hills School of Business & Technology 1993 — 1996
Associate in Specialized Business in Computerized Office Management, Office Management and Supervision
Mount Union High School
Beachbody January 2013 - Present
Bradford Heights Home & School Association August 2012 - July 2013
Vanguard 1999 - 2004
Dollar Financial Group July 1998 - November 1999
L Robert Kimball 1997 - 1998
Centre Analytical Laboratiories 1996 - 1997
Penn State University 1995 - 1996
Skills
Accounts Receivable, Accounting, Finance, Insurance, Microsoft Office, Customer Service, Management, Data Entry, Budgets, Leadership, Training, Sales, Marketing, Team Leadership, Strategic Planning, Public Speaking, Nonprofits, Fundraising, Event Planning, Small Business, Team Building, Social Networking, Coaching, Human Resources, Social Media, Microsoft Word, Community Outreach, PowerPoint, Microsoft Excel
Education
South Hills School of Business & Technology 1993 — 1996
Associate in Specialized Business in Computerized Office Management, Office Management and Supervision
Mount Union High School
Erich Luebkert, CFP® Erich Luebkert, CFP®'s Vanguard Experience June 2013 - Present
Job Manager, Investment Analyst Team at Vanguard
Industry Investment Management
Experience
Vanguard June 2013 - Present
Vanguard November 2010 - June 2013
Vanguard July 2006 - November 2010
Vanguard March 2005 - July 2006
Vanguard June 2004 - March 2005
Skills
Employee Benefits, Estate Tax Planning, Retirement Planning, Mutual Funds, Series 7, Series 63, Strategic Financial..., Investments, Wealth Management, Retirement, 401k, Gift Tax, Securities, Portfolio Management, Series 6, High Net Worth..., Finance
Education
Villanova University 2008 — 2011
MBA, Finance
The American College 2005 — 2007
CFP® Course Study, Financial Planning
Shippensburg University of Pennsylvania
BS, Finance
Vanguard June 2013 - Present
Vanguard November 2010 - June 2013
Vanguard July 2006 - November 2010
Vanguard March 2005 - July 2006
Vanguard June 2004 - March 2005
Skills
Employee Benefits, Estate Tax Planning, Retirement Planning, Mutual Funds, Series 7, Series 63, Strategic Financial..., Investments, Wealth Management, Retirement, 401k, Gift Tax, Securities, Portfolio Management, Series 6, High Net Worth..., Finance
Education
Villanova University 2008 — 2011
MBA, Finance
The American College 2005 — 2007
CFP® Course Study, Financial Planning
Shippensburg University of Pennsylvania
BS, Finance
Toby Stouffer's Vanguard Experience January 2013 - July 2013
Job Principal Auditor at Capital One
Industry Financial Services
Experience
Capital One August 2013 - Present
Vanguard January 2013 - July 2013
Vanguard July 2010 - July 2013
Vanguard July 2009 - July 2010
Vanguard July 2008 - July 2009
Volvo Construction Equipment March 2006 - June 2008
Skills
CPA, Financial Analysis, International Project..., Auditing, Accounting, Internal Controls, Financial Accounting, Internal Audit, Corporate Finance, Finance, Analysis, Account Reconciliation, Risk Assessment
Education
Shippensburg University of Pennsylvania 2004 — 2008
Bachelor of Business Administration (B.B.A.), Accounting
Capital One August 2013 - Present
Vanguard January 2013 - July 2013
Vanguard July 2010 - July 2013
Vanguard July 2009 - July 2010
Vanguard July 2008 - July 2009
Volvo Construction Equipment March 2006 - June 2008
Skills
CPA, Financial Analysis, International Project..., Auditing, Accounting, Internal Controls, Financial Accounting, Internal Audit, Corporate Finance, Finance, Analysis, Account Reconciliation, Risk Assessment
Education
Shippensburg University of Pennsylvania 2004 — 2008
Bachelor of Business Administration (B.B.A.), Accounting
JASON GUARDINO JASON GUARDINO's Vanguard Experience May 2010 - Present
Job Processing Associate at Vanguard
Industry Higher Education
Experience
Vanguard May 2010 - Present
Saxbys Coffee January 2011 - May 2012
S & H Kebab House May 2010 - August 2010
The Bagel Hut January 2010 - May 2010
APComPower Inc. December 2008 - January 2009
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Microsoft Office, Event Planning, Organization, Public Speaking, Research, Social Media, Community Outreach, Access, Fundraising, Photoshop, Editing, Adobe Creative Suite, Event Management, Sales, Social Media Marketing, Teaching
Education
Temple University 2008 — 2012
Bachelor of Arts, Psychology
Shippensburg University of Pennsylvania 2007 — 2008
Vanguard May 2010 - Present
Saxbys Coffee January 2011 - May 2012
S & H Kebab House May 2010 - August 2010
The Bagel Hut January 2010 - May 2010
APComPower Inc. December 2008 - January 2009
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Microsoft Office, Event Planning, Organization, Public Speaking, Research, Social Media, Community Outreach, Access, Fundraising, Photoshop, Editing, Adobe Creative Suite, Event Management, Sales, Social Media Marketing, Teaching
Education
Temple University 2008 — 2012
Bachelor of Arts, Psychology
Shippensburg University of Pennsylvania 2007 — 2008
Rahil Patel's Vanguard Experience August 2014 - Present
Job IT Manager at Vanguard
Industry Financial Services
Experience
Vanguard August 2014 - Present
Central Piedmont Community College August 2002 - Present
Vanguard May 2014 - August 2014
Vanguard January 2012 - May 2014
Vanguard January 2008 - December 2011
Vanguard December 1999 - January 2008
SAIC / Broadway & Seymour August 1998 - December 1999
Larsen & Toubro Limited July 1995 - June 1996
Skills
Agile Methodologies, Scrum, Lean Software..., Agile Project Management, Financial Services, Qualified Retirement..., Java, Project Management, Program Management, Change Management, Strategy, IT Strategy
Education
University of North Carolina at Charlotte 1996 — 1998
Master of Science, Computer Science
Shivaji University 1991 — 1995
Bachelor of Engineering, Electronics
Vanguard August 2014 - Present
Central Piedmont Community College August 2002 - Present
Vanguard May 2014 - August 2014
Vanguard January 2012 - May 2014
Vanguard January 2008 - December 2011
Vanguard December 1999 - January 2008
SAIC / Broadway & Seymour August 1998 - December 1999
Larsen & Toubro Limited July 1995 - June 1996
Skills
Agile Methodologies, Scrum, Lean Software..., Agile Project Management, Financial Services, Qualified Retirement..., Java, Project Management, Program Management, Change Management, Strategy, IT Strategy
Education
University of North Carolina at Charlotte 1996 — 1998
Master of Science, Computer Science
Shivaji University 1991 — 1995
Bachelor of Engineering, Electronics
Dorian Goodine's Vanguard Experience January 2013 - Present
Job Relationship Manager Insurance Companies and Recordkeepers
Industry Investment Management
Experience
Vanguard January 2013 - Present
Vanguard December 2006 - December 2012
Vanguard January 2005 - December 2006
Vanguard January 1998 - December 2004
Vanguard January 1992 - December 1997
Vanguard September 1989 - December 1991
Skills
Institutional Investors, Alternative Investments, Mutual Funds, Asset Allocation, Investment Strategies, Series 7, Investment Management, Defined Benefit, Hedge Funds, Asset Managment, Fixed Income, 401k, Equities, Investments, Pensions, Financial Services, Series 63, Investment Advisory, Institutional..., Defined Contribution, Asset Management, Relationship Management, ETFs, Retirement Planning
Education
West Chester University of Pennsylvania 1984 — 1986
BS, Finance
Siena College 1980 — 1985
Finance
Christian Brothers Academy - Albany, NY 1976 — 1980
Vanguard January 2013 - Present
Vanguard December 2006 - December 2012
Vanguard January 2005 - December 2006
Vanguard January 1998 - December 2004
Vanguard January 1992 - December 1997
Vanguard September 1989 - December 1991
Skills
Institutional Investors, Alternative Investments, Mutual Funds, Asset Allocation, Investment Strategies, Series 7, Investment Management, Defined Benefit, Hedge Funds, Asset Managment, Fixed Income, 401k, Equities, Investments, Pensions, Financial Services, Series 63, Investment Advisory, Institutional..., Defined Contribution, Asset Management, Relationship Management, ETFs, Retirement Planning
Education
West Chester University of Pennsylvania 1984 — 1986
BS, Finance
Siena College 1980 — 1985
Finance
Christian Brothers Academy - Albany, NY 1976 — 1980
Rebecca Cuff Rebecca Cuff's Vanguard Experience November 2010 - Present
Job Head of Business Strategy Implementation, Vanguard Investment Strategy Group
Industry Financial Services
Experience
Vanguard November 2010 - Present
Vanguard January 2007 - November 2010
Vanguard March 2001 - January 2007
Vanguard January 1998 - March 2001
Vanguard May 1993 - January 1998
Vanguard January 1989 - May 1993
Vanguard August 1987 - January 1989
Skills
SharePoint, Project Management, Presentation Development, Strategy, Pensions, Management, Portfolio Management
Education
West Chester University of Pennsylvania 1989 — 1993
M.B.A., Economics and finance
Shippensburg University of Pennsylvania 1982 — 1987
B.S., Business administration
Vanguard November 2010 - Present
Vanguard January 2007 - November 2010
Vanguard March 2001 - January 2007
Vanguard January 1998 - March 2001
Vanguard May 1993 - January 1998
Vanguard January 1989 - May 1993
Vanguard August 1987 - January 1989
Skills
SharePoint, Project Management, Presentation Development, Strategy, Pensions, Management, Portfolio Management
Education
West Chester University of Pennsylvania 1989 — 1993
M.B.A., Economics and finance
Shippensburg University of Pennsylvania 1982 — 1987
B.S., Business administration
Matthew Stahl's Vanguard Experience January 2006 - June 2007
Job VP, Marketing Risk Lead
Industry Financial Services
Experience
PNC April 2015 - Present
PNC October 2013 - April 2015
PNC March 2012 - October 2013
BNY Mellon August 2010 - March 2012
BNY Mellon March 2009 - August 2010
BNY Mellon June 2007 - March 2009
Vanguard January 2006 - June 2007
Citizens Bank October 2002 - December 2005
Skills
Financial Analysis, Product Management, Project Finance, Strategic Planning, Team Leadership, MBA Finance, Basel II, Finance, MBA, Project Management, Risk Management, Resource Management, Innovation, Technology Management, Basel I, Data Quality, Data Governance, Information Technology, Social Media, Educational Technology, Apple, Communication, Banking, Project Portfolio..., IT GRC, Requirements Analysis, Leadership, Business Process, PMO, Visio, PMP, Vendor Management, SDLC, Strategy, Requirements Gathering, Business Analysis, IT Strategy, Governance, Executive Management, Budgets, Portfolio Management, IT Management, Financial Services, Program Management, Management, Business Intelligence, Business Process..., Enterprise Risk..., Software Project..., Process Improvement
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2009 — 2011
MBA, Strategy/Finance
Slippery Rock University of Pennsylvania 2001 — 2005
BS, Information Technology
PNC April 2015 - Present
PNC October 2013 - April 2015
PNC March 2012 - October 2013
BNY Mellon August 2010 - March 2012
BNY Mellon March 2009 - August 2010
BNY Mellon June 2007 - March 2009
Vanguard January 2006 - June 2007
Citizens Bank October 2002 - December 2005
Skills
Financial Analysis, Product Management, Project Finance, Strategic Planning, Team Leadership, MBA Finance, Basel II, Finance, MBA, Project Management, Risk Management, Resource Management, Innovation, Technology Management, Basel I, Data Quality, Data Governance, Information Technology, Social Media, Educational Technology, Apple, Communication, Banking, Project Portfolio..., IT GRC, Requirements Analysis, Leadership, Business Process, PMO, Visio, PMP, Vendor Management, SDLC, Strategy, Requirements Gathering, Business Analysis, IT Strategy, Governance, Executive Management, Budgets, Portfolio Management, IT Management, Financial Services, Program Management, Management, Business Intelligence, Business Process..., Enterprise Risk..., Software Project..., Process Improvement
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2009 — 2011
MBA, Strategy/Finance
Slippery Rock University of Pennsylvania 2001 — 2005
BS, Information Technology
James R. Viator, CTP James R. Viator, CTP's Vanguard Experience 2013 - Present
Job Retirement Plan Specialist at Vanguard
Industry Financial Services
Experience
Vanguard 2013 - Present
Wells Fargo Bank 2008 - 2013
Wells Fargo Investments 2007 - 2008
Legacy Financial Advisors (NV) 2006 - 2007
Fidelity Investments August 1999 - February 2004
Skills
Certified Treasury..., Treasury Management, Commercial Card, Wealth Management, Asset Managment, Portfolio Management, Strategic Financial..., Banking, Investments, Mutual Funds, Securities, Fixed Income, Asset Allocation, Credit, Uniform Combined State..., Equities, Investment Advisory, Bonds, Finance, Series 7, Financial Analysis, Retirement Planning, Financial Services, Series 63, Financial Planning, Asset Management
Education
University of Utah 1994 — 2001
BA in Finance / Minor in Spanish, Finance, General
Snow College 1990 — 1991
Vanguard 2013 - Present
Wells Fargo Bank 2008 - 2013
Wells Fargo Investments 2007 - 2008
Legacy Financial Advisors (NV) 2006 - 2007
Fidelity Investments August 1999 - February 2004
Skills
Certified Treasury..., Treasury Management, Commercial Card, Wealth Management, Asset Managment, Portfolio Management, Strategic Financial..., Banking, Investments, Mutual Funds, Securities, Fixed Income, Asset Allocation, Credit, Uniform Combined State..., Equities, Investment Advisory, Bonds, Finance, Series 7, Financial Analysis, Retirement Planning, Financial Services, Series 63, Financial Planning, Asset Management
Education
University of Utah 1994 — 2001
BA in Finance / Minor in Spanish, Finance, General
Snow College 1990 — 1991
Kelly Shade Kelly Shade's Vanguard Experience July 1997 - March 1999
Job Office Clerk at Upper Perkiomen Middle School
Industry Food & Beverages
Experience
Upper Perkiomen School District August 2014 - Present
Tastefully Simple October 2008 - Present
Kelly Shade's Home Childcare September 2009 - August 2014
Merck March 1999 - August 2006
Vanguard July 1997 - March 1999
Vanguard May 1996 - June 1997
Skills
Process Improvement, Project Management, Customer Service, Training, Team Leadership, Team Building, Software Documentation, Leadership, Business Process...
Education
Shippensburg University of Pennsylvania 1992 — 1996
Bachelor of Science, Business Administration
Souderton Area High School
Upper Perkiomen School District August 2014 - Present
Tastefully Simple October 2008 - Present
Kelly Shade's Home Childcare September 2009 - August 2014
Merck March 1999 - August 2006
Vanguard July 1997 - March 1999
Vanguard May 1996 - June 1997
Skills
Process Improvement, Project Management, Customer Service, Training, Team Leadership, Team Building, Software Documentation, Leadership, Business Process...
Education
Shippensburg University of Pennsylvania 1992 — 1996
Bachelor of Science, Business Administration
Souderton Area High School
Nicholas Arras's Vanguard Experience May 2013 - Present
Job Passed all 3 levels of CFA exams
Industry Financial Services
Experience
Vanguard May 2013 - Present
Gates Corporation June 2011 - May 2013
Tomkins plc November 2009 - May 2011
Gates Corporation December 2008 - November 2009
Gates Corporation April 2008 - December 2008
Lockheed Martin January 2006 - April 2008
Lockheed Martin February 2004 - January 2006
Skills
Process Improvement, Six Sigma, Manufacturing, Financial Analysis, Cross-functional Team..., Project Management, Process Engineering, Financial Modeling, Budget, Forecasting, Supply Chain Management, Finance, Budgets, Operations Management, Analysis, Training
Education
Southern Methodist University - Cox School of Business 2005 — 2007
MBA, Finance, Financial Consulting
University of Arkansas 1998 — 2003
BS, Mechanical Engineering
Vanguard May 2013 - Present
Gates Corporation June 2011 - May 2013
Tomkins plc November 2009 - May 2011
Gates Corporation December 2008 - November 2009
Gates Corporation April 2008 - December 2008
Lockheed Martin January 2006 - April 2008
Lockheed Martin February 2004 - January 2006
Skills
Process Improvement, Six Sigma, Manufacturing, Financial Analysis, Cross-functional Team..., Project Management, Process Engineering, Financial Modeling, Budget, Forecasting, Supply Chain Management, Finance, Budgets, Operations Management, Analysis, Training
Education
Southern Methodist University - Cox School of Business 2005 — 2007
MBA, Finance, Financial Consulting
University of Arkansas 1998 — 2003
BS, Mechanical Engineering
Kathleen O'Hara Kathleen O'Hara's Vanguard Experience July 2014 - Present
Job Software Engineer at Vanguard
Industry Computer Software
Experience
Vanguard July 2014 - Present
Siena College Information Technology Service April 2012 - September 2013
Vanguard May 2013 - August 2013
Skills
JavaScript, Java, Software Development, Python, SharePoint, Computer Science, HTML, Programming, SQL, Information Retrieval, Networking, Eclipse, Mainframe, Native SQL, XML, Agile Methodologies, Software Engineering, PHP, Database Design
Education
Siena College 2011 — 2014
Bachelor of Science (B.S.), Computer Science
Vanguard July 2014 - Present
Siena College Information Technology Service April 2012 - September 2013
Vanguard May 2013 - August 2013
Skills
JavaScript, Java, Software Development, Python, SharePoint, Computer Science, HTML, Programming, SQL, Information Retrieval, Networking, Eclipse, Mainframe, Native SQL, XML, Agile Methodologies, Software Engineering, PHP, Database Design
Education
Siena College 2011 — 2014
Bachelor of Science (B.S.), Computer Science
Rodney Hernandez Rodney Hernandez's Vanguard Experience June 2007 - Present
Job
Industry Financial Services
Experience
Vanguard June 2007 - Present
Skills
Microsoft Office, Microsoft Excel, Leadership, PowerPoint, Research, Customer Service, Project Management, Process Improvement, Public Relations, Analysis
Education
Slippery Rock University of Pennsylvania 1994 — 2000
Bachelor's degree, Social Work
Slippery Rock University of Pennsylvania
Bachelor of Science in Social Work
Vanguard June 2007 - Present
Skills
Microsoft Office, Microsoft Excel, Leadership, PowerPoint, Research, Customer Service, Project Management, Process Improvement, Public Relations, Analysis
Education
Slippery Rock University of Pennsylvania 1994 — 2000
Bachelor's degree, Social Work
Slippery Rock University of Pennsylvania
Bachelor of Science in Social Work
Bernadette Young Bernadette Young's Vanguard Experience February 2014 - Present
Job Client Relationship Associate at Vanguard
Industry Financial Services
Experience
Vanguard February 2014 - Present
Chase October 2013 - February 2014
Bank of America July 2011 - October 2013
Skills
Series 6, Series 63, Financial Services, Relationship Management, Sales, Telephone Skills, Microsoft Office, Customer Service, Team Building, Finance, Banking, Leadership, PowerPoint, Training, Investments, Strategic Planning, CRM, Public Speaking, Event Planning, Management, Outlook, Employee Benefits, Research, Time Management, Analysis, Financial Analysis, Process Improvement, Social Media, Portfolio Management, Risk Management, Negotiation
Education
South Mountain Community College
Vanguard February 2014 - Present
Chase October 2013 - February 2014
Bank of America July 2011 - October 2013
Skills
Series 6, Series 63, Financial Services, Relationship Management, Sales, Telephone Skills, Microsoft Office, Customer Service, Team Building, Finance, Banking, Leadership, PowerPoint, Training, Investments, Strategic Planning, CRM, Public Speaking, Event Planning, Management, Outlook, Employee Benefits, Research, Time Management, Analysis, Financial Analysis, Process Improvement, Social Media, Portfolio Management, Risk Management, Negotiation
Education
South Mountain Community College
Amanda McCann Amanda McCann's Vanguard Experience January 2005 - Present
Job Manager at Vanguard
Industry Financial Services
Experience
Vanguard January 2005 - Present
Paychex Payroll Company September 2002 - December 2004
Commonwealth Office Systems June 1999 - September 2002
Skills
Financial Services, Manage Client..., Leadership, Relationship Management, Investments, Sales, 401k, Retirement Planning, Customer Service, Management, CRM
Education
Shippensburg University of Pennsylvania 1995 — 1999
Bachelor of Business Administration (B.B.A.), Finance, General
Shippensburg University of Pennsylvania 1995 — 1999
Bachelor of Science (B.S.), Finance and Financial Management Services
Vanguard January 2005 - Present
Paychex Payroll Company September 2002 - December 2004
Commonwealth Office Systems June 1999 - September 2002
Skills
Financial Services, Manage Client..., Leadership, Relationship Management, Investments, Sales, 401k, Retirement Planning, Customer Service, Management, CRM
Education
Shippensburg University of Pennsylvania 1995 — 1999
Bachelor of Business Administration (B.B.A.), Finance, General
Shippensburg University of Pennsylvania 1995 — 1999
Bachelor of Science (B.S.), Finance and Financial Management Services
Rebecca Mauk Rebecca Mauk's Vanguard Experience September 2014 - Present
Job Environmental Educator
Industry Renewables & Environment
Experience
Vanguard September 2014 - Present
Harry & David June 2012 - August 2014
Philadelphia Zoo February 2014 - May 2014
Philadelphia Zoo January 2014 - March 2014
Green Valleys Association at Welkinweir January 2013 - August 2013
Millersville University January 2012 - May 2012
DressBarn February 2011 - May 2012
Perkiomen Watershed Conservancy May 2011 - July 2011
Skills
Sustainable Development, GIS, ArcGIS, Water, Environmental Policy, Environmental Science, Resource Management, Geography, Data Analysis, Statistics, Microsoft Office, PowerPoint, Research, Microsoft Word, Microsoft Excel, Public Speaking, Customer Service, Leadership, Time Management, Social Media, Environmental Education
Education
Slippery Rock University of Pennsylvania 2013 — 2015
Master's Degree, Parks and Resource Management, 4.0
Millersville University of Pennsylvania 2008 — 2012
Bachelor of Arts (BA), Geography
Vanguard September 2014 - Present
Harry & David June 2012 - August 2014
Philadelphia Zoo February 2014 - May 2014
Philadelphia Zoo January 2014 - March 2014
Green Valleys Association at Welkinweir January 2013 - August 2013
Millersville University January 2012 - May 2012
DressBarn February 2011 - May 2012
Perkiomen Watershed Conservancy May 2011 - July 2011
Skills
Sustainable Development, GIS, ArcGIS, Water, Environmental Policy, Environmental Science, Resource Management, Geography, Data Analysis, Statistics, Microsoft Office, PowerPoint, Research, Microsoft Word, Microsoft Excel, Public Speaking, Customer Service, Leadership, Time Management, Social Media, Environmental Education
Education
Slippery Rock University of Pennsylvania 2013 — 2015
Master's Degree, Parks and Resource Management, 4.0
Millersville University of Pennsylvania 2008 — 2012
Bachelor of Arts (BA), Geography
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
Trina Lewis's Vanguard Experience October 1995 - October 2000
Job Sr. Human Resources Business Partner at Kellogg Company
Industry Consumer Goods
Experience
Kellogg Company October 2009 - February 2013
Kellogg Company August 2008 - October 2009
Union Packaging June 2002 - August 2008
Vanguard October 1995 - October 2000
Skills
Diversity & Inclusion, Organizational..., Talent Management, Employee Relations, FMCG, Human Resources, Labor Relations, Succession Planning, Workforce Planning, Employee Engagement, Onboarding, Organizational Design, Performance Management, FMLA, Organizational..., Leadership Development
Education
Shippensburg University of Pennsylvania
Education
Kellogg Company October 2009 - February 2013
Kellogg Company August 2008 - October 2009
Union Packaging June 2002 - August 2008
Vanguard October 1995 - October 2000
Skills
Diversity & Inclusion, Organizational..., Talent Management, Employee Relations, FMCG, Human Resources, Labor Relations, Succession Planning, Workforce Planning, Employee Engagement, Onboarding, Organizational Design, Performance Management, FMLA, Organizational..., Leadership Development
Education
Shippensburg University of Pennsylvania
Education
Ginene Lewis Ginene Lewis's Vanguard Experience June 2010 - August 2010
Job Associate at Drinker Biddle & Reath LLP
Industry Law Practice
Experience
Drinker Biddle & Reath LLP September 2013 - Present
United States District Court for the Eastern District of Pennsylvania August 2012 - August 2013
Drinker Biddle & Reath LLP June 2011 - July 2011
Vanguard June 2010 - August 2010
Defender Association of Philadelphia June 2009 - August 2009
McGuireWoods February 2008 - May 2009
Skills
Litigation, Legal Research, International Law, Civil Litigation, Legal Writing, Westlaw, Intellectual Property, Product Liability, Appeals, Public Speaking, Research, Trials, Commercial Litigation, Courts, Class Actions, Mediation, Legal Assistance, Lexis, Arbitration, Criminal Law
Education
University of Pennsylvania Law School 2009 — 2012
J.D., Law
Spelman College 2005 — 2009
B.A., Political Science
Drinker Biddle & Reath LLP September 2013 - Present
United States District Court for the Eastern District of Pennsylvania August 2012 - August 2013
Drinker Biddle & Reath LLP June 2011 - July 2011
Vanguard June 2010 - August 2010
Defender Association of Philadelphia June 2009 - August 2009
McGuireWoods February 2008 - May 2009
Skills
Litigation, Legal Research, International Law, Civil Litigation, Legal Writing, Westlaw, Intellectual Property, Product Liability, Appeals, Public Speaking, Research, Trials, Commercial Litigation, Courts, Class Actions, Mediation, Legal Assistance, Lexis, Arbitration, Criminal Law
Education
University of Pennsylvania Law School 2009 — 2012
J.D., Law
Spelman College 2005 — 2009
B.A., Political Science
Nancy Miller-Brezski Nancy Miller-Brezski's Vanguard Experience March 2004 - Present
Job Internal Sales Consultant at Vanguard
Industry Financial Services
Experience
Vanguard March 2004 - Present
Morton's The Steakhouse 2000 - 2005
Service Corporation International 2002 - 2003
Montgomery County Intermediate Unit 2000 - 2002
Peace Corps 1996 - 1997
Skills
Mutual Funds, Retirement Planning, Series 7, Series 63, Retirement, Investments, Wealth Management, Asset Allocation, Strategic Financial..., Financial Services, Portfolio Management, Investment Advisory, Exchange Traded Funds..., Series 6
Education
HR Block 2010 — 2010
Basic Tax Preparation Course, Tax preparation, passed
The American College 2006 — 2008
Certificate of Module Course Completion, Certified Financial Planning
Shippensburg University of Pennsylvania 1990 — 1994
Bachelor of Education (BEd), Elementary Education and Teaching
Vanguard March 2004 - Present
Morton's The Steakhouse 2000 - 2005
Service Corporation International 2002 - 2003
Montgomery County Intermediate Unit 2000 - 2002
Peace Corps 1996 - 1997
Skills
Mutual Funds, Retirement Planning, Series 7, Series 63, Retirement, Investments, Wealth Management, Asset Allocation, Strategic Financial..., Financial Services, Portfolio Management, Investment Advisory, Exchange Traded Funds..., Series 6
Education
HR Block 2010 — 2010
Basic Tax Preparation Course, Tax preparation, passed
The American College 2006 — 2008
Certificate of Module Course Completion, Certified Financial Planning
Shippensburg University of Pennsylvania 1990 — 1994
Bachelor of Education (BEd), Elementary Education and Teaching
Frank Maranto's Vanguard Experience August 2015 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Vanguard August 2015 - Present
American Funds October 2006 - June 2015
Enterprise Rent-A-Car February 2002 - October 2006
East Jefferson YMCA June 1999 - January 2002
Skills
Process Improvement, Customer Relations, Team Leadership, Performance Management, Organization Skills, Financial Services, Mutual Funds, Web Services, Data Analysis, Quality Assurance, Time Management
Education
Southeastern Louisiana University 1995 — 1999
Bachelor of Business Administration (BBA), Business Administration and Management, General
Vanguard August 2015 - Present
American Funds October 2006 - June 2015
Enterprise Rent-A-Car February 2002 - October 2006
East Jefferson YMCA June 1999 - January 2002
Skills
Process Improvement, Customer Relations, Team Leadership, Performance Management, Organization Skills, Financial Services, Mutual Funds, Web Services, Data Analysis, Quality Assurance, Time Management
Education
Southeastern Louisiana University 1995 — 1999
Bachelor of Business Administration (BBA), Business Administration and Management, General
Shirley (Xiaowei) Zheng's Vanguard Experience July 2012 - April 2013
Job Sr Technical Consultant at Cox Communications
Industry Computer Software
Experience
Cox Communications April 2013 - Present
Vanguard July 2012 - April 2013
LexisNexis March 2012 - June 2012
Symantec June 2006 - August 2008
Manheim August 2004 - June 2006
Trintech 2000 - 2001
Skills
Java, Agile Methodologies, Software Development, Web Services, SOA, SDLC, Java Enterprise Edition, Hibernate, Scrum, PL/SQL, Data Analysis, Database Design, Unix, Software Project..., SQL, Mobile Technology, JavaScript, CSS, Performance Tuning, HTML, Business Intelligence, Visio, Data Warehousing, J2EE, Spring Framework
Education
Southern Polytechnic State University 1999 — 2000
Master of Computer Applications (M.C.A.), Computer Science
Tsinghua University 1995 — 1996
Publishing
Jilin university of Technology 1985 — 1989
Bachelor's degree, Electrical and Electronics Engineering
Cox Communications April 2013 - Present
Vanguard July 2012 - April 2013
LexisNexis March 2012 - June 2012
Symantec June 2006 - August 2008
Manheim August 2004 - June 2006
Trintech 2000 - 2001
Skills
Java, Agile Methodologies, Software Development, Web Services, SOA, SDLC, Java Enterprise Edition, Hibernate, Scrum, PL/SQL, Data Analysis, Database Design, Unix, Software Project..., SQL, Mobile Technology, JavaScript, CSS, Performance Tuning, HTML, Business Intelligence, Visio, Data Warehousing, J2EE, Spring Framework
Education
Southern Polytechnic State University 1999 — 2000
Master of Computer Applications (M.C.A.), Computer Science
Tsinghua University 1995 — 1996
Publishing
Jilin university of Technology 1985 — 1989
Bachelor's degree, Electrical and Electronics Engineering
Andrew Johns, PMP, HCS, M.A.'s Vanguard Experience October 2003 - April 2005
Job Senior Manager, Enterprise Program Management Office at Serco
Industry Professional Training & Coaching
Experience
Serco January 2015 - Present
Serco October 2013 - January 2015
Serco - North America November 2010 - October 2013
Hemsley Fraser May 2010 - October 2010
Management Concepts February 2010 - May 2010
ESI International December 2008 - January 2010
ESI International December 2006 - December 2008
ESI International December 2005 - December 2006
Sun East Federal Credit Union April 2005 - December 2005
Vanguard October 2003 - April 2005
Skills
Instructional Design, Performance Improvement, Leadership Development, Organizational..., Staff Development, Project Management, Business Analysis, Needs Analysis, Training Delivery, Career Development, Executive Coaching, Blended Learning, Employee Engagement, Emotional Intelligence, Team Leadership, Instructor-led Training, Business Process..., PMP, Team Building, Workshop Facilitation, Change Management, Coaching, Adult Education, CRM, Leadership, Training, Project Planning, E-Learning, Management, Program Management, Performance Management, Strategic Planning
Education
The George Washington University - School of Business 2006 — 2006
Master's Certificate, Project Management
West Chester University of Pennsylvania 2003 — 2004
Master of Arts, Communication and Leadership
Shippensburg University of Pennsylvania 2000 — 2003
Bachelor of Arts, Communication
Serco January 2015 - Present
Serco October 2013 - January 2015
Serco - North America November 2010 - October 2013
Hemsley Fraser May 2010 - October 2010
Management Concepts February 2010 - May 2010
ESI International December 2008 - January 2010
ESI International December 2006 - December 2008
ESI International December 2005 - December 2006
Sun East Federal Credit Union April 2005 - December 2005
Vanguard October 2003 - April 2005
Skills
Instructional Design, Performance Improvement, Leadership Development, Organizational..., Staff Development, Project Management, Business Analysis, Needs Analysis, Training Delivery, Career Development, Executive Coaching, Blended Learning, Employee Engagement, Emotional Intelligence, Team Leadership, Instructor-led Training, Business Process..., PMP, Team Building, Workshop Facilitation, Change Management, Coaching, Adult Education, CRM, Leadership, Training, Project Planning, E-Learning, Management, Program Management, Performance Management, Strategic Planning
Education
The George Washington University - School of Business 2006 — 2006
Master's Certificate, Project Management
West Chester University of Pennsylvania 2003 — 2004
Master of Arts, Communication and Leadership
Shippensburg University of Pennsylvania 2000 — 2003
Bachelor of Arts, Communication
Dominica McCann CFP®'s Vanguard Experience March 2015 - Present
Job Senior Wealth Manager at Vanguard
Industry Financial Services
Experience
Vanguard March 2015 - Present
USAA September 2013 - February 2015
TIAA-CREF March 2009 - September 2013
TIAA-CREF April 2007 - March 2009
Vanguard February 2004 - April 2007
Wechsler/Marsico Associates May 2003 - February 2004
Skills
Series 7, Investments, Wealth Management, Portfolio Management, Retirement Planning, Financial Analysis, Analysis, Strategic Financial..., Mutual Funds, Series 63, Wealth, Finance, Retirement, Asset Allocation, Financial Services, Investment Advisory, Investment Strategies, Fixed Annuities, Financial Advisory, Risk Management, Valuation, Securities, Series 6, Alternative Investments, Series 65, 401k, Financial Modeling, Relationship Management, Investment Management, Fixed Income, Uniform Combined State..., Financial Planning, IRAs, Private Equity, Asset Management, Cash Management, Management, Estate Planning, CRM, Personal Financial..., Financial Planners, Equities, Financial Risk, Pensions
Education
Shippensburg University of Pennsylvania 1999 — 2003
B.S.B.A, Finance and Economics
Shippensburg University of Pennsylvania
Bachelor's Degree
Vanguard March 2015 - Present
USAA September 2013 - February 2015
TIAA-CREF March 2009 - September 2013
TIAA-CREF April 2007 - March 2009
Vanguard February 2004 - April 2007
Wechsler/Marsico Associates May 2003 - February 2004
Skills
Series 7, Investments, Wealth Management, Portfolio Management, Retirement Planning, Financial Analysis, Analysis, Strategic Financial..., Mutual Funds, Series 63, Wealth, Finance, Retirement, Asset Allocation, Financial Services, Investment Advisory, Investment Strategies, Fixed Annuities, Financial Advisory, Risk Management, Valuation, Securities, Series 6, Alternative Investments, Series 65, 401k, Financial Modeling, Relationship Management, Investment Management, Fixed Income, Uniform Combined State..., Financial Planning, IRAs, Private Equity, Asset Management, Cash Management, Management, Estate Planning, CRM, Personal Financial..., Financial Planners, Equities, Financial Risk, Pensions
Education
Shippensburg University of Pennsylvania 1999 — 2003
B.S.B.A, Finance and Economics
Shippensburg University of Pennsylvania
Bachelor's Degree
Graydon Ives's Vanguard Experience 1998 - 2001
Job Finance and Accounting Professional
Industry Financial Services
Experience
Medical Professional Services, PLLC 2009 - 2012
Cheeney Insurance 2001 - 2008
Vanguard 1998 - 2001
Skills
Series 7, Series 63, Property & Casualty..., Health Insurance, Life Insurance, Presentation Skills, Real Estate Appraisal, Medical Malpractice, Surety Bonds, Notary Public, Defined Benefit, Defined Contribution, Self Directed IRA, IRAs, Capital Formation, Corporate Finance, Regression Analysis, Business Planning, Capital Markets, 401k, 403 b, 529 Plans, Mutual Funds, Stock Trading, Bond Markets, Hiking, Camping, Golf, Home Remodeling, Leisure Travel, Soccer, Sports Coaching, Non-profit Volunteering
Education
Southern Illinois University, Edwardsville
Bachelor's Degree, Finance
Medical Professional Services, PLLC 2009 - 2012
Cheeney Insurance 2001 - 2008
Vanguard 1998 - 2001
Skills
Series 7, Series 63, Property & Casualty..., Health Insurance, Life Insurance, Presentation Skills, Real Estate Appraisal, Medical Malpractice, Surety Bonds, Notary Public, Defined Benefit, Defined Contribution, Self Directed IRA, IRAs, Capital Formation, Corporate Finance, Regression Analysis, Business Planning, Capital Markets, 401k, 403 b, 529 Plans, Mutual Funds, Stock Trading, Bond Markets, Hiking, Camping, Golf, Home Remodeling, Leisure Travel, Soccer, Sports Coaching, Non-profit Volunteering
Education
Southern Illinois University, Edwardsville
Bachelor's Degree, Finance
Vernon Lucero's Vanguard Experience January 2008 - December 2008
Job Assistant Vice President at BNP Paribas
Industry Financial Services
Experience
BNP Paribas November 2012 - Present
BNP Paribas May 2010 - November 2012
The Vanguard Group January 2009 - May 2010
Vanguard January 2008 - December 2008
Vanguard February 2007 - January 2008
Skills
OTC Derivative..., Hedge Fund Operations, Mutual Funds, Hedge Funds, Operations Management
Education
Southern Illinois University, Edwardsville 2004 — 2006
Bachelor's Degree, Finance and Economics
BNP Paribas November 2012 - Present
BNP Paribas May 2010 - November 2012
The Vanguard Group January 2009 - May 2010
Vanguard January 2008 - December 2008
Vanguard February 2007 - January 2008
Skills
OTC Derivative..., Hedge Fund Operations, Mutual Funds, Hedge Funds, Operations Management
Education
Southern Illinois University, Edwardsville 2004 — 2006
Bachelor's Degree, Finance and Economics
Briana (Hedgecock) Harris's Vanguard Experience May 2014 - Present
Job HR Project Management Specialist at Vanguard
Industry Financial Services
Experience
Vanguard May 2014 - Present
The Vanguard Group February 2007 - May 2014
Vanguard July 2012 - January 2013
The Vanguard Group December 2003 - February 2007
Vanguard January 1999 - February 2007
Vanguard November 1996 - January 1999
Citizens Bank March 1996 - November 1996
Skills
Mutual Funds, Project Management, Email Marketing, Dreamweaver, Relationship Management, Retirement, HTML, Financial Services, Retirement Planning, Asset Allocation, Data Privacy, Risk, Floral Design
Education
Shippensburg University of Pennsylvania 1990 — 1994
B.A., Communications/P.R.
Shippensburg University of Pennsylvania 1990 — 1994
Bachelor of Arts (B.A.), Communication, Journalism, and Related Programs
Vanguard May 2014 - Present
The Vanguard Group February 2007 - May 2014
Vanguard July 2012 - January 2013
The Vanguard Group December 2003 - February 2007
Vanguard January 1999 - February 2007
Vanguard November 1996 - January 1999
Citizens Bank March 1996 - November 1996
Skills
Mutual Funds, Project Management, Email Marketing, Dreamweaver, Relationship Management, Retirement, HTML, Financial Services, Retirement Planning, Asset Allocation, Data Privacy, Risk, Floral Design
Education
Shippensburg University of Pennsylvania 1990 — 1994
B.A., Communications/P.R.
Shippensburg University of Pennsylvania 1990 — 1994
Bachelor of Arts (B.A.), Communication, Journalism, and Related Programs
Cynthia Barrett's Vanguard Experience February 1994 - Present
Job Senior Producer/Director Creative Professional
Industry Media Production
Experience
Vanguard February 1994 - Present
The Vanguard Group February 1994 - Present
VaLa Vineyards January 2009 - Present
Goss & Topp Advertising Agency January 1992 - January 1994
WTNH-TV January 1991 - January 1992
WTXX-TV Channel 20 January 1983 - January 1991
Skills
Video Production, Corporate Communications, Marketing Communications, Internal Communications, Corporate Branding, Branding & Identity, Advertising, Social Media, Management, Fitness Industry, Wineries, Event Planning, Content Strategy, Broadcast, Producing, Directing, Creative Direction, Strategic Planning, Webcasting
Education
Southern Connecticut State University 1980 — 1984
Baclor of Science, Corporate Communications, Marketing, Advertising and Broadcasting
South Windsor High School 1976 — 1980
High School, National Honor Society
Vanguard February 1994 - Present
The Vanguard Group February 1994 - Present
VaLa Vineyards January 2009 - Present
Goss & Topp Advertising Agency January 1992 - January 1994
WTNH-TV January 1991 - January 1992
WTXX-TV Channel 20 January 1983 - January 1991
Skills
Video Production, Corporate Communications, Marketing Communications, Internal Communications, Corporate Branding, Branding & Identity, Advertising, Social Media, Management, Fitness Industry, Wineries, Event Planning, Content Strategy, Broadcast, Producing, Directing, Creative Direction, Strategic Planning, Webcasting
Education
Southern Connecticut State University 1980 — 1984
Baclor of Science, Corporate Communications, Marketing, Advertising and Broadcasting
South Windsor High School 1976 — 1980
High School, National Honor Society
Florin Danu's Vanguard Experience June 2006 - December 2011
Job IT Security Leader
Industry Financial Services
Experience
The Vanguard Group January 2012 - Present
Vanguard June 2006 - December 2011
Siemens Medical Solutions 2004 - 2005
Department of Environmental Protection 1999 - 2002
Skills
Information Security, Computer Security, Application Security, Security, Security Architecture..., Information Security..., Web Application Security, Vulnerability Management, Risk Management, Security Awareness, Enterprise Architecture, CISSP, Vulnerability Assessment, Network Security, Penetration Testing, Mobile Security, Unix, IT Audit, Security Assessments, eGRC
Education
Villanova University 2003 — 2005
MS, CS
Shippensburg University of Pennsylvania 1999 — 2001
BS, CS
The Vanguard Group January 2012 - Present
Vanguard June 2006 - December 2011
Siemens Medical Solutions 2004 - 2005
Department of Environmental Protection 1999 - 2002
Skills
Information Security, Computer Security, Application Security, Security, Security Architecture..., Information Security..., Web Application Security, Vulnerability Management, Risk Management, Security Awareness, Enterprise Architecture, CISSP, Vulnerability Assessment, Network Security, Penetration Testing, Mobile Security, Unix, IT Audit, Security Assessments, eGRC
Education
Villanova University 2003 — 2005
MS, CS
Shippensburg University of Pennsylvania 1999 — 2001
BS, CS
Sue Nudy's Vanguard Experience September 2014 - Present
Job Coordinator
Industry Human Resources
Experience
Sue Nudy photography October 2014 - Present
Vanguard September 2014 - Present
Self Employed as Professional Organizer/Life Coach January 2005 - Present
Nordstrom July 2013 - August 2014
Nordstrom June 2012 - July 2013
Nordstrom December 2011 - June 2012
Nordstrom November 2009 - December 2011
Human Capital Management February 2008 - January 2009
Villa Maria August 2006 - October 2006
Great Valley School District March 2005 - June 2006
Skills
Staffing Services, Applicant Tracking..., Technical Recruiting, Leadership, Sales, Customer Service, Recruiting, Internet Recruiting, Social Media Marketing, Account Management, Talent Acquisition, Social Networking, Social Media, Marketing, Management, Training, SDLC, Project Management, Microsoft Office
Education
West Chester University of Pennsylvania 2004 — 2007
BA, Communication Studies
Shippensburg University of Pennsylvania 2002 — 2004
Bachelor's degree, Communication Studies
Great Valley High School 1998 — 2002
Sue Nudy photography October 2014 - Present
Vanguard September 2014 - Present
Self Employed as Professional Organizer/Life Coach January 2005 - Present
Nordstrom July 2013 - August 2014
Nordstrom June 2012 - July 2013
Nordstrom December 2011 - June 2012
Nordstrom November 2009 - December 2011
Human Capital Management February 2008 - January 2009
Villa Maria August 2006 - October 2006
Great Valley School District March 2005 - June 2006
Skills
Staffing Services, Applicant Tracking..., Technical Recruiting, Leadership, Sales, Customer Service, Recruiting, Internet Recruiting, Social Media Marketing, Account Management, Talent Acquisition, Social Networking, Social Media, Marketing, Management, Training, SDLC, Project Management, Microsoft Office
Education
West Chester University of Pennsylvania 2004 — 2007
BA, Communication Studies
Shippensburg University of Pennsylvania 2002 — 2004
Bachelor's degree, Communication Studies
Great Valley High School 1998 — 2002
Tiffany Huszagh's Vanguard Experience June 2015 - Present
Job Vanguard Flagship Services
Industry Financial Services
Experience
Vanguard June 2015 - Present
Desert Diamond LLC September 2003 - Present
JPMorgan Chase & Co. September 2011 - April 2015
USAA July 2010 - August 2011
JPMorgan Chase September 2007 - July 2010
Ameriprise Financial August 2006 - April 2007
Education
Pan Am International Flight Academy 2002 — 2003
Professional Pilot
Southern Illinois University, Carbondale 1997 — 2002
Aviation
Vanguard June 2015 - Present
Desert Diamond LLC September 2003 - Present
JPMorgan Chase & Co. September 2011 - April 2015
USAA July 2010 - August 2011
JPMorgan Chase September 2007 - July 2010
Ameriprise Financial August 2006 - April 2007
Education
Pan Am International Flight Academy 2002 — 2003
Professional Pilot
Southern Illinois University, Carbondale 1997 — 2002
Aviation
Paul Horvath MS, CPIM, CIRM, CSCP's Vanguard Experience June 1993 - October 1995
Job Director, Supply Chain at Veterinarian Recommended Solutions
Industry Pharmaceuticals
Experience
Veterinarian Recommended Solutions September 2015 - Present
Veterinarian Recommended Solutions August 2015 - Present
Johnson & Johnson March 2014 - August 2015
Shire Pharmaceuticals December 2007 - February 2014
Alcoa October 2006 - May 2007
Horvath Household October 2003 - October 2006
Basell USA Inc May 2001 - October 2003
Dopaco October 1997 - May 2001
Universal Scheduling Company October 1995 - October 1997
Vanguard June 1993 - October 1995
Skills
Process Improvement, Materials Management, Manufacturing, Supply Chain Management, Lean Manufacturing, MRP, Supply Chain, SAP R/3, Management, Supply Chain..., Strategic Planning, Pharmaceutical Industry, Project Management, Budgets, ERP, Cross-functional Team..., SAP APO, Performance Metrics, FDA, Production Planning, Logistics, SAP, Capacity Planning, Resource Planning, Tactical Planning, Collaborative Working, Product Costing, Employee Training, Sop, Inventory Management, Project Planning, Leadership, Constraint Planning, Stakeholder Engagement, Visible Management, Training & Development, Regulatory Compliance..., Budgeting, Procurement, Supplier Performance, Supplier Relationship..., Training, Warehousing, Supplier Development, SOP, SAP ERP
Education
Temple University 2010 — 2013
Masters of Science, Quality Assurance/Regulatory Affairs, School of Pharmaceutical Sciences
West Chester University of Pennsylvania 1991 — 1993
B.S. Business Administration, Marketing
Haverford
Shippensburg University of Pennsylvania
Veterinarian Recommended Solutions September 2015 - Present
Veterinarian Recommended Solutions August 2015 - Present
Johnson & Johnson March 2014 - August 2015
Shire Pharmaceuticals December 2007 - February 2014
Alcoa October 2006 - May 2007
Horvath Household October 2003 - October 2006
Basell USA Inc May 2001 - October 2003
Dopaco October 1997 - May 2001
Universal Scheduling Company October 1995 - October 1997
Vanguard June 1993 - October 1995
Skills
Process Improvement, Materials Management, Manufacturing, Supply Chain Management, Lean Manufacturing, MRP, Supply Chain, SAP R/3, Management, Supply Chain..., Strategic Planning, Pharmaceutical Industry, Project Management, Budgets, ERP, Cross-functional Team..., SAP APO, Performance Metrics, FDA, Production Planning, Logistics, SAP, Capacity Planning, Resource Planning, Tactical Planning, Collaborative Working, Product Costing, Employee Training, Sop, Inventory Management, Project Planning, Leadership, Constraint Planning, Stakeholder Engagement, Visible Management, Training & Development, Regulatory Compliance..., Budgeting, Procurement, Supplier Performance, Supplier Relationship..., Training, Warehousing, Supplier Development, SOP, SAP ERP
Education
Temple University 2010 — 2013
Masters of Science, Quality Assurance/Regulatory Affairs, School of Pharmaceutical Sciences
West Chester University of Pennsylvania 1991 — 1993
B.S. Business Administration, Marketing
Haverford
Shippensburg University of Pennsylvania
Troy Sharbaugh's Vanguard Experience July 2007 - January 2008
Job Business Development Manager, My M&M's at Mars
Industry Retail
Experience
Mars November 2013 - Present
Mars August 2012 - November 2013
Mars December 2010 - August 2012
Mars January 2008 - December 2010
Vanguard July 2007 - January 2008
Skills
Email Marketing, Social Media Marketing, Google Analytics, Copywriting, Basecamp, Proficient on Mac & PC..., Photoshop, iMovie, Microsoft Office, HRIS, Customer Service, Video Editing, B2B, Salesforce.com, Lead Generation, Internal Communications, Employee Engagement
Education
Slippery Rock University of Pennsylvania 2003 — 2007
Bachelor's degree, Finance and Financial Management Services
Mars November 2013 - Present
Mars August 2012 - November 2013
Mars December 2010 - August 2012
Mars January 2008 - December 2010
Vanguard July 2007 - January 2008
Skills
Email Marketing, Social Media Marketing, Google Analytics, Copywriting, Basecamp, Proficient on Mac & PC..., Photoshop, iMovie, Microsoft Office, HRIS, Customer Service, Video Editing, B2B, Salesforce.com, Lead Generation, Internal Communications, Employee Engagement
Education
Slippery Rock University of Pennsylvania 2003 — 2007
Bachelor's degree, Finance and Financial Management Services
Stephen Dunson's Vanguard Experience February 2010 - Present
Job Senior Test Lead at Vanguard
Industry Financial Services
Experience
Vanguard February 2010 - Present
The Vanguard Group October 2006 - February 2010
Education
Academy of Medical Arts and Business 2004 — 2006
Associates, Business/Massage Therapy
Shippensburg University of Pennsylvania 2002 — 2004
Vanguard February 2010 - Present
The Vanguard Group October 2006 - February 2010
Education
Academy of Medical Arts and Business 2004 — 2006
Associates, Business/Massage Therapy
Shippensburg University of Pennsylvania 2002 — 2004
Joe Padula's Vanguard Experience April 2013 - Present
Job
Industry Financial Services
Experience
Vanguard April 2013 - Present
Skills
Series 63, Mutual Funds
Education
Shippensburg University of Pennsylvania 2001 — 2005
Bachelors of Science, Marketing
Vanguard April 2013 - Present
Skills
Series 63, Mutual Funds
Education
Shippensburg University of Pennsylvania 2001 — 2005
Bachelors of Science, Marketing
Donnie Sandala's Vanguard Experience January 2011 - Present
Job Service Administrator VBS Trading at Vanguard
Industry Financial Services
Experience
Vanguard January 2011 - Present
Vanguard August 2008 - January 2011
Vanguard July 2006 - August 2008
Skills
Lotus Notes, Financial Analysis, PeopleSoft, Process Improvement, Microsoft Excel, Account Reconciliation, Customer Service, Microsoft Word, Series 7, Series 63
Education
Shippensburg University of Pennsylvania 2001 — 2005
Marketing
Vanguard January 2011 - Present
Vanguard August 2008 - January 2011
Vanguard July 2006 - August 2008
Skills
Lotus Notes, Financial Analysis, PeopleSoft, Process Improvement, Microsoft Excel, Account Reconciliation, Customer Service, Microsoft Word, Series 7, Series 63
Education
Shippensburg University of Pennsylvania 2001 — 2005
Marketing
Scott Pilotti's Vanguard Experience 2012 - Present
Job Risk Management
Industry Financial Services
Experience
Vanguard 2012 - Present
Skills
Business Continuity, Risk Management, Management, Program Management, Vendor Management, Governance, Business Process..., Business Analysis, Team Leadership, Financial Services
Education
Slippery Rock University of Pennsylvania 1983 — 1987
BSBA, Management
Vanguard 2012 - Present
Skills
Business Continuity, Risk Management, Management, Program Management, Vendor Management, Governance, Business Process..., Business Analysis, Team Leadership, Financial Services
Education
Slippery Rock University of Pennsylvania 1983 — 1987
BSBA, Management
George Pastino, CFP®'s Vanguard Experience February 2015 - Present
Job Financial Advisor at Vanguard
Industry Financial Services
Experience
Vanguard February 2015 - Present
The Vanguard Group January 2004 - February 2015
John Hancock 2001 - 2003
Skills
Insurance, Series 63, Retirement Planning, Retirement
Education
Shippensburg University of Pennsylvania 1996 — 2001
Vanguard February 2015 - Present
The Vanguard Group January 2004 - February 2015
John Hancock 2001 - 2003
Skills
Insurance, Series 63, Retirement Planning, Retirement
Education
Shippensburg University of Pennsylvania 1996 — 2001
Trisha Sergio Elliott, CMFC's Vanguard Experience December 2002 - October 2008
Job Investment Accounting Specialist at Nationwide
Industry Accounting
Experience
Nationwide Investment Management Group October 2008 - Present
Vanguard December 2002 - October 2008
Skills
Series 6, Series 63, Mutual Funds, Finance, Fixed Income, 401k, Accounting, Investments, Bloomberg, Securities, Financial Services, Bloomberg Terminal, Equities, Cash Management, Banking, Financial Statements, Fund Accounting
Education
Shippensburg University of Pennsylvania 1999 — 2002
B.S., Finance
Nationwide Investment Management Group October 2008 - Present
Vanguard December 2002 - October 2008
Skills
Series 6, Series 63, Mutual Funds, Finance, Fixed Income, 401k, Accounting, Investments, Bloomberg, Securities, Financial Services, Bloomberg Terminal, Equities, Cash Management, Banking, Financial Statements, Fund Accounting
Education
Shippensburg University of Pennsylvania 1999 — 2002
B.S., Finance
John Reason's Vanguard Experience November 1997 - February 2007
Job Project Manager Transamerica
Industry Insurance
Experience
Transamerica November 2013 - Present
Vanguard November 1997 - February 2007
aegon 1985 - 1997
Skills
Fixed Annuities, Insurance, Variable Annuities, Life Insurance, 401k, Retirement, Term Life Insurance, Underwriting, Mutual Funds, Health Insurance, Retirement Planning, Employee Benefits, IRAs, Disability Insurance, Financial Services, Management, Leadership, Process Improvement, Customer Service, Risk Management, Team Building, Strategic Planning
Education
Slippery Rock University of Pennsylvania 1977 — 1981
BS, Education
Great Valley 1974 — 1977
Transamerica November 2013 - Present
Vanguard November 1997 - February 2007
aegon 1985 - 1997
Skills
Fixed Annuities, Insurance, Variable Annuities, Life Insurance, 401k, Retirement, Term Life Insurance, Underwriting, Mutual Funds, Health Insurance, Retirement Planning, Employee Benefits, IRAs, Disability Insurance, Financial Services, Management, Leadership, Process Improvement, Customer Service, Risk Management, Team Building, Strategic Planning
Education
Slippery Rock University of Pennsylvania 1977 — 1981
BS, Education
Great Valley 1974 — 1977
Nicholas Orlando's Vanguard Experience September 2005 - April 2007
Job Senior Associate
Industry Financial Services
Experience
Fairman Group Family Office September 2011 - Present
State Street Bank November 2008 - August 2011
Vanguard September 2005 - April 2007
Skills
Financial Analysis, Accounting, Investments, Banking, Microsoft Office, Fixed Income, Financial Reporting, Mutual Funds, Bloomberg, Finance, Equities, Account Reconciliation, Financial Modeling, Portia, Portfolio Center, Fundamental Analysis, Data Analysis, Website Updating, Retirement, Asset Allocation, Economics, Investment Management, Securities, Wealth Management, Retirement Planning, Portfolio Management, Auditing, Derivatives, Middle Office, Fund Of Funds, Project Finance, Corporate Actions, Financial Services, Investment Banking, High Net Worth..., Bonds, Strategic Financial..., Alternative Investments, Family Office, Capital Markets, Financial Accounting, Fund Administration, Fund Accounting, Asset Management, Equity Valuation, Valuation, Bloomberg Terminal, Cash Management, Risk Management
Education
Polley Associates
Real Estate Education, Appraisal/Sales
Shippensburg University of Pennsylvania
BSBA, Finance
Fairman Group Family Office September 2011 - Present
State Street Bank November 2008 - August 2011
Vanguard September 2005 - April 2007
Skills
Financial Analysis, Accounting, Investments, Banking, Microsoft Office, Fixed Income, Financial Reporting, Mutual Funds, Bloomberg, Finance, Equities, Account Reconciliation, Financial Modeling, Portia, Portfolio Center, Fundamental Analysis, Data Analysis, Website Updating, Retirement, Asset Allocation, Economics, Investment Management, Securities, Wealth Management, Retirement Planning, Portfolio Management, Auditing, Derivatives, Middle Office, Fund Of Funds, Project Finance, Corporate Actions, Financial Services, Investment Banking, High Net Worth..., Bonds, Strategic Financial..., Alternative Investments, Family Office, Capital Markets, Financial Accounting, Fund Administration, Fund Accounting, Asset Management, Equity Valuation, Valuation, Bloomberg Terminal, Cash Management, Risk Management
Education
Polley Associates
Real Estate Education, Appraisal/Sales
Shippensburg University of Pennsylvania
BSBA, Finance
Catherine Gordon's Vanguard Experience March 2013 - December 2014
Job Retired
Industry Financial Services
Experience
Vanguard March 2013 - December 2014
Vanguard July 2007 - March 2013
Vanguard June 2006 - June 2007
Vanguard July 2001 - June 2006
Vanguard December 1994 - July 2001
Wilmington Trust June 1988 - December 1994
Skills
Investments, Mutual Funds, Financial Services, Investment Strategies, Portfolio Management, Asset Management, Asset Allocation, Equities
Education
Smith College 1972 — 1976
A.B., History
Vanguard March 2013 - December 2014
Vanguard July 2007 - March 2013
Vanguard June 2006 - June 2007
Vanguard July 2001 - June 2006
Vanguard December 1994 - July 2001
Wilmington Trust June 1988 - December 1994
Skills
Investments, Mutual Funds, Financial Services, Investment Strategies, Portfolio Management, Asset Management, Asset Allocation, Equities
Education
Smith College 1972 — 1976
A.B., History
Randall Broscious's Vanguard Experience July 2010 - October 2013
Job Client Services Manager at BeneTrends, Inc.
Industry Financial Services
Experience
BeneTrends, Inc. October 2013 - Present
Vanguard July 2010 - October 2013
Milliman August 2007 - January 2010
First Niagara Bank August 2004 - August 2007
Benefit Consulting Group, LLC August 2000 - July 2004
National Rural Electric Cooperative Association July 1989 - August 2000
Skills
Business Development, ERISA, Pensions, Retirement, Defined Contribution, Team Building, Sales Operations, Consulting, Investments, CRM, Retirement Planning, Analysis, Defined Benefit, Profit Sharing, Employee Benefits, Relationship Management, Great communications..., Regulatory Requirements, Compliance Testing, 401k, Insurance
Education
Southern Illinois University, Carbondale 2004 — 2006
Bachelors Degree, Health Care Administration
BeneTrends, Inc. October 2013 - Present
Vanguard July 2010 - October 2013
Milliman August 2007 - January 2010
First Niagara Bank August 2004 - August 2007
Benefit Consulting Group, LLC August 2000 - July 2004
National Rural Electric Cooperative Association July 1989 - August 2000
Skills
Business Development, ERISA, Pensions, Retirement, Defined Contribution, Team Building, Sales Operations, Consulting, Investments, CRM, Retirement Planning, Analysis, Defined Benefit, Profit Sharing, Employee Benefits, Relationship Management, Great communications..., Regulatory Requirements, Compliance Testing, 401k, Insurance
Education
Southern Illinois University, Carbondale 2004 — 2006
Bachelors Degree, Health Care Administration
Gerald Denis's Vanguard Experience August 2011 - June 2013
Job Collector at Hibu
Industry Information Services
Experience
Hibu April 2015 - Present
Corporate Call Center, Inc. September 2014 - March 2015
Vanguard August 2011 - June 2013
Vanguard October 2010 - April 2011
Vanguard July 2010 - October 2010
Vanguard January 2009 - July 2010
Aramark Sports and Entertainment Services, Inc January 2005 - 2008
Skills
Windows, Linux, WAMP, PHP, SQL, Apache, VMware, RSS, Atom, CVS, KML, iCal, Databases, Data Entry, Git, Github, Ruby, rgex
Education
Shippensburg University of Pennsylvania 2006 — 2010
BA, Computer Science
Hibu April 2015 - Present
Corporate Call Center, Inc. September 2014 - March 2015
Vanguard August 2011 - June 2013
Vanguard October 2010 - April 2011
Vanguard July 2010 - October 2010
Vanguard January 2009 - July 2010
Aramark Sports and Entertainment Services, Inc January 2005 - 2008
Skills
Windows, Linux, WAMP, PHP, SQL, Apache, VMware, RSS, Atom, CVS, KML, iCal, Databases, Data Entry, Git, Github, Ruby, rgex
Education
Shippensburg University of Pennsylvania 2006 — 2010
BA, Computer Science
Joseph Strasser's Vanguard Experience August 2005 - August 2007
Job Sales Representative at McJunkin Redman Corporation
Industry Oil & Energy
Experience
McJunkin Redman Corporation October 2012 - Present
Genisis Healthcare August 2011 - September 2012
QVC Human Resources September 2008 - January 2011
Vanguard Client August 2007 - September 2008
Vanguard August 2005 - August 2007
Certainteed EPG Financial May 2005 - July 2005
Skills
CRM, Human Resources, Microsoft Office, Account Management, Leadership, Microsoft Excel
Education
Shippensburg University of Pennsylvania 2001 — 2005
Bachelor of Science in Business Administration (BSBA), Finance
McJunkin Redman Corporation October 2012 - Present
Genisis Healthcare August 2011 - September 2012
QVC Human Resources September 2008 - January 2011
Vanguard Client August 2007 - September 2008
Vanguard August 2005 - August 2007
Certainteed EPG Financial May 2005 - July 2005
Skills
CRM, Human Resources, Microsoft Office, Account Management, Leadership, Microsoft Excel
Education
Shippensburg University of Pennsylvania 2001 — 2005
Bachelor of Science in Business Administration (BSBA), Finance
Peilei Cao's Vanguard Experience July 2012 - Present
Job Investment Risk Management
Industry Financial Services
Experience
Vanguard July 2012 - Present
Vanguard April 2010 - June 2012
Vanguard August 2007 - March 2010
Xerox Corporation January 1998 - April 2001
Skills
Bloomberg, Mutual Funds, Fixed Income, Equities, Investment Strategies, Investments, Financial Analysis, Risk Management, Risk Analytics, Risk Assessment, Process Improvement, BlackRock Aladdin, Axioma, Barclays Point, Morningstar Direct
Education
Temple University - Fox School of Business and Management 2012 — 2014
Master of Business Administration (MBA), Finance and Financial Management Services
Temple University - Fox School of Business and Management 2004 — 2007
Bachelor, Finance
Shanghai University of Finance and Economics 1995 — 1997
Associate, Financial Accounting
Vanguard July 2012 - Present
Vanguard April 2010 - June 2012
Vanguard August 2007 - March 2010
Xerox Corporation January 1998 - April 2001
Skills
Bloomberg, Mutual Funds, Fixed Income, Equities, Investment Strategies, Investments, Financial Analysis, Risk Management, Risk Analytics, Risk Assessment, Process Improvement, BlackRock Aladdin, Axioma, Barclays Point, Morningstar Direct
Education
Temple University - Fox School of Business and Management 2012 — 2014
Master of Business Administration (MBA), Finance and Financial Management Services
Temple University - Fox School of Business and Management 2004 — 2007
Bachelor, Finance
Shanghai University of Finance and Economics 1995 — 1997
Associate, Financial Accounting
James Kehr's Vanguard Experience Sales ExecutiveThe Vanguard Group2008 - Present
Job Sales Executive at Vanguard
Industry Financial Services
Experience
Vanguard Sales ExecutiveThe Vanguard Group2008 - Present
Vanguard January 2006 - July 2008
Vanguard January 2003 - December 2005
Vanguard July 1999 - December 2002
PNC Bank March 1989 - July 1999
Skills
Series 63, Portfolio Management, Mutual Funds, Series 6, Financial Services, 401k, Series 7, Relationship Management, Asset Allocation, Retirement, Retirement Planning, Investments, Securities, Equities, Wealth Management, CRM, Asset Management, Investment Advisory, Strategic Financial...
Education
Shippensburg University of Pennsylvania 1977 — 1981
BSBA, Accounting
Vanguard Sales ExecutiveThe Vanguard Group2008 - Present
Vanguard January 2006 - July 2008
Vanguard January 2003 - December 2005
Vanguard July 1999 - December 2002
PNC Bank March 1989 - July 1999
Skills
Series 63, Portfolio Management, Mutual Funds, Series 6, Financial Services, 401k, Series 7, Relationship Management, Asset Allocation, Retirement, Retirement Planning, Investments, Securities, Equities, Wealth Management, CRM, Asset Management, Investment Advisory, Strategic Financial...
Education
Shippensburg University of Pennsylvania 1977 — 1981
BSBA, Accounting
Nick Godshall's Vanguard Experience March 2010 - June 2011
Job Resource Planning Consultant at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group June 2011 - Present
Vanguard March 2010 - June 2011
Education
Villanova University 2011 — 2011
Six Sigma Green Belt Certification
Shippensburg University of Pennsylvania 2005 — 2009
B.S., Economics, Mathematics, Business
The Vanguard Group June 2011 - Present
Vanguard March 2010 - June 2011
Education
Villanova University 2011 — 2011
Six Sigma Green Belt Certification
Shippensburg University of Pennsylvania 2005 — 2009
B.S., Economics, Mathematics, Business
Renjith Radhakrishnan's Vanguard Experience August 2009 - December 2012
Job UST Consultant at Athene USA
Industry Information Technology and Services
Experience
Athene USA January 2013 - Present
UST Global March 2006 - Present
Vanguard August 2009 - December 2012
Anthem, Inc. November 2008 - June 2009
UST Global March 2006 - October 2008
iSmart Business Solutions Private Limited February 2002 - March 2006
Skills
Software Project..., Agile Methodologies, Requirements Analysis, Business Analysis, SDLC, Microsoft SQL Server, SQL, Oracle, PL/SQL, Matlab, .NET, Project Management, Requirements Gathering, Software Development
Education
Sikkim Manipal University of Health, Medical and Technological Sciences
Master of Business Administration (M.B.A.), Information Technology
Athene USA January 2013 - Present
UST Global March 2006 - Present
Vanguard August 2009 - December 2012
Anthem, Inc. November 2008 - June 2009
UST Global March 2006 - October 2008
iSmart Business Solutions Private Limited February 2002 - March 2006
Skills
Software Project..., Agile Methodologies, Requirements Analysis, Business Analysis, SDLC, Microsoft SQL Server, SQL, Oracle, PL/SQL, Matlab, .NET, Project Management, Requirements Gathering, Software Development
Education
Sikkim Manipal University of Health, Medical and Technological Sciences
Master of Business Administration (M.B.A.), Information Technology
Blake Spiess's Vanguard Experience December 2014 - Present
Job Project Administrator Vanguard Investment Strategy Group
Industry Financial Services
Experience
Vanguard December 2014 - Present
Vanguard August 2011 - December 2014
Vanguard August 2006 - August 2011
Vanguard January 2005 - October 2006
Vanguard 1996 - 2004
Skills
Mutual Funds, Finance, Financial Services, Investments, Relationship Management, Risk Management, Financial Analysis, Process Improvement
Education
Shippensburg University of Pennsylvania 1987 — 1992
BA, Psychology
Vanguard December 2014 - Present
Vanguard August 2011 - December 2014
Vanguard August 2006 - August 2011
Vanguard January 2005 - October 2006
Vanguard 1996 - 2004
Skills
Mutual Funds, Finance, Financial Services, Investments, Relationship Management, Risk Management, Financial Analysis, Process Improvement
Education
Shippensburg University of Pennsylvania 1987 — 1992
BA, Psychology
Kimberly Napkori's Vanguard Experience June 2011 - Present
Job Communication Specialist at Vanguard
Industry Financial Services
Experience
Vanguard June 2011 - Present
Vanguard October 2007 - June 2011
Vanguard July 2006 - October 2007
CVS Caremark Corporation June 2004 - January 2006
The Hershey Company May 2003 - August 2003
Skills
Event Planning, Advertising, Customer Service, Direct Marketing, Marketing Communications, Leadership, Writing, Public Speaking, Research, Management, Microsoft Excel, Project Management, Consulting, Microsoft Office, Social Media, Process Improvement, Marketing, Community Outreach
Education
West Chester University of Pennsylvania 2004 — 2006
M.A., Communications
Shippensburg University of Pennsylvania 2000 — 2004
B.A., Marketing
Vanguard June 2011 - Present
Vanguard October 2007 - June 2011
Vanguard July 2006 - October 2007
CVS Caremark Corporation June 2004 - January 2006
The Hershey Company May 2003 - August 2003
Skills
Event Planning, Advertising, Customer Service, Direct Marketing, Marketing Communications, Leadership, Writing, Public Speaking, Research, Management, Microsoft Excel, Project Management, Consulting, Microsoft Office, Social Media, Process Improvement, Marketing, Community Outreach
Education
West Chester University of Pennsylvania 2004 — 2006
M.A., Communications
Shippensburg University of Pennsylvania 2000 — 2004
B.A., Marketing
Mark Chen-Keenan's Vanguard Experience June 2013 - Present
Job Project Manager, MBA Development Program at Vanguard
Industry Financial Services
Experience
Vanguard June 2013 - Present
Burger King Corporation July 2012 - November 2012
Groupon June 2011 - July 2011
Fortune Venture Investment Group June 2010 - July 2010
Wan Hai Lines January 2006 - June 2010
Wan Hai Lines June 2004 - January 2006
Citi Private Bank January 2004 - April 2004
Skills
Financial Modeling, Cross-functional Team..., International Trade, Strategy, Mandarin, Multicultural, Competitive Analysis, International Sales, International Business, Private Equity, Emerging Markets, Venture Capital, Business Development, Investments, Entrepreneurship
Education
University of Pennsylvania - The Wharton School 2010 — 2012
Master of Business Administration (MBA), Management
Skidmore College 1999 — 2003
Bachelor of Arts (B.A.), East Asian Studies
Vanguard June 2013 - Present
Burger King Corporation July 2012 - November 2012
Groupon June 2011 - July 2011
Fortune Venture Investment Group June 2010 - July 2010
Wan Hai Lines January 2006 - June 2010
Wan Hai Lines June 2004 - January 2006
Citi Private Bank January 2004 - April 2004
Skills
Financial Modeling, Cross-functional Team..., International Trade, Strategy, Mandarin, Multicultural, Competitive Analysis, International Sales, International Business, Private Equity, Emerging Markets, Venture Capital, Business Development, Investments, Entrepreneurship
Education
University of Pennsylvania - The Wharton School 2010 — 2012
Master of Business Administration (MBA), Management
Skidmore College 1999 — 2003
Bachelor of Arts (B.A.), East Asian Studies
Dave Campli's Vanguard Experience July 1990 - Present
Job Compliance & Annual Plan Reporting Services, Vanguard Brokerage Option
Industry Financial Services
Experience
Vanguard July 1990 - Present
Skills
Brokerage, Investments, Financial Analysis, Accounting, Financial Services, Mutual Funds, Retirement, Financial Reporting, Microsoft Excel, 401k, Options, Finance, Securities, Process Improvement, Real Estate, Team Leadership, Alternative Investments, Management, Portfolio Management, Relationship Management, Retirement Planning
Education
Shippensburg University of Pennsylvania 1986 — 1990
Bachelor of Science, Business Administration
Vanguard July 1990 - Present
Skills
Brokerage, Investments, Financial Analysis, Accounting, Financial Services, Mutual Funds, Retirement, Financial Reporting, Microsoft Excel, 401k, Options, Finance, Securities, Process Improvement, Real Estate, Team Leadership, Alternative Investments, Management, Portfolio Management, Relationship Management, Retirement Planning
Education
Shippensburg University of Pennsylvania 1986 — 1990
Bachelor of Science, Business Administration
Matthew Musser's Vanguard Experience 1999 - Present
Job
Industry Financial Services
Experience
Vanguard 1999 - Present
Citadel Federal Credit Union 1997 - 1999
Education
Shippensburg University of Pennsylvania 1992 — 1996
BA, Communication/Journalism, Marketing
Vanguard 1999 - Present
Citadel Federal Credit Union 1997 - 1999
Education
Shippensburg University of Pennsylvania 1992 — 1996
BA, Communication/Journalism, Marketing
Mary Dauphinais's Vanguard Experience June 1998 - Present
Job
Industry Financial Services
Experience
Vanguard June 1998 - Present
Education
Sonoma State University
Master of Computer Applications (M.C.A.), Computer Science
Vanguard June 1998 - Present
Education
Sonoma State University
Master of Computer Applications (M.C.A.), Computer Science
Theresa Miceli's Vanguard Experience November 2007 - November 2009
Job Program Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF November 2009 - Present
Vanguard November 2007 - November 2009
Conculusive Marketing (formerly Synapse Technologies) October 2005 - September 2006
Aon Hewitt March 2003 - October 2005
L'Oréal 2000 - 2001
L'Oréal 2000 - 2001
Education
Seton Hall University
Bachelor of Science (BS), Management Information Systems
Seton Hall University
Master of Business Administration (M.B.A.), Marketing
TIAA-CREF November 2009 - Present
Vanguard November 2007 - November 2009
Conculusive Marketing (formerly Synapse Technologies) October 2005 - September 2006
Aon Hewitt March 2003 - October 2005
L'Oréal 2000 - 2001
L'Oréal 2000 - 2001
Education
Seton Hall University
Bachelor of Science (BS), Management Information Systems
Seton Hall University
Master of Business Administration (M.B.A.), Marketing
Harriet Lyddane's Vanguard Experience July 2014 - Present
Job Vanguard
Industry Financial Services
Experience
Vanguard July 2014 - Present
Vanguard August 2010 - June 2014
Vanguard January 2001 - August 2010
Skills
Risk Management, Relationship Management, CRM, Training, Analysis, Access, Series 6, Series 63, Mutual Funds
Education
Simmons College
FEED Program, Independent Study by Invitation
Union College
Liberal Arts
Vanguard July 2014 - Present
Vanguard August 2010 - June 2014
Vanguard January 2001 - August 2010
Skills
Risk Management, Relationship Management, CRM, Training, Analysis, Access, Series 6, Series 63, Mutual Funds
Education
Simmons College
FEED Program, Independent Study by Invitation
Union College
Liberal Arts
Jennifer Maule's Vanguard Experience 2000 - 2012
Job Respiratory Care
Industry Hospital & Health Care
Experience
Vanguard 2000 - 2012
Skills
Series 63, Series 6
Education
Shippensburg University of Pennsylvania 1996 — 1999
Bachelor's degree, Social Work
Vanguard 2000 - 2012
Skills
Series 63, Series 6
Education
Shippensburg University of Pennsylvania 1996 — 1999
Bachelor's degree, Social Work
Melanie Johns's Vanguard Experience August 2014 - Present
Job Defined Benefit Data Analyst at Vanguard
Industry Financial Services
Experience
Vanguard August 2014 - Present
Vanguard February 2008 - September 2014
Vanguard April 2001 - February 2008
Ceridian March 1999 - April 2001
Skills
Communication, Project Management, Training
Education
Shippensburg University of Pennsylvania 1994 — 1998
Bachelor of Science (B.S.), Geoenvironmental Science
Vanguard August 2014 - Present
Vanguard February 2008 - September 2014
Vanguard April 2001 - February 2008
Ceridian March 1999 - April 2001
Skills
Communication, Project Management, Training
Education
Shippensburg University of Pennsylvania 1994 — 1998
Bachelor of Science (B.S.), Geoenvironmental Science
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments