Vanguard Company
Industry: Investment management company
DescriptionThe Vanguard Group is an American registered investment advisor based in Malvern, Pennsylvania with over $5.1 trillion in assets under management. It is the largest provider of mutual funds and the second-largest provider of exchange-traded funds in the world after BlackRock's iShares. Customer service: 0800 032 3731 Assets under management: 5.1 trillion USD (January 31, 2018) Founder: John C. Bogle Founded: 1 May 1975, Valley Forge, Pennsylvania, United States CEO: Mortimer J. Buckley (Jan 2018–) Headquarters: Valley Forge, Pennsylvania, United States
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Vanguard Employees
Employee
Years
Job
Industry
Eric R. Almonte, J.D. Eric R. Almonte, J.D.'s Vanguard Experience 2012 - 2012
Job Director of Development – Major Gifts – Lebow College of Business at Drexel University
Industry Fund-Raising
Experience
Drexel University February 2013 - Present
Cheyney University November 2007 - May 2012
Vanguard 2012 - 2012
Montgomery County Community College January 2005 - November 2007
Denison University 1999 - 2002
Skills
Fundraising, Grant Preparation, Research, Program Development, Workshop Facilitation, Diversity Training, Community Outreach, Higher Education, Microsoft Office, Strategic Planning, Team Building, Customer Service, Student Affairs, Public Speaking, Training, Grants, Strategic Partnerships, Team Leadership, Program Management, Policy, Leadership Development, Staff Development, Event Planning, Nonprofits, Leadership, Public Relations, Event Management, Management, Philanthropy, Community Development, Volunteer Management, Budgets, Coaching, Higher Education..., Proposal Writing, Grant Writing, Social Networking, Merchandising, Project Management, Corporate Fundraising, Educational Fundraising, Fundraising Campaign..., Business Development
Education
University at Buffalo Law School 1996 — 1999
Jurist Doctorate
University at Buffalo 1991 — 1996
Bachelor of Arts (B.A.), Sociology and African American Studies
Drexel University February 2013 - Present
Cheyney University November 2007 - May 2012
Vanguard 2012 - 2012
Montgomery County Community College January 2005 - November 2007
Denison University 1999 - 2002
Skills
Fundraising, Grant Preparation, Research, Program Development, Workshop Facilitation, Diversity Training, Community Outreach, Higher Education, Microsoft Office, Strategic Planning, Team Building, Customer Service, Student Affairs, Public Speaking, Training, Grants, Strategic Partnerships, Team Leadership, Program Management, Policy, Leadership Development, Staff Development, Event Planning, Nonprofits, Leadership, Public Relations, Event Management, Management, Philanthropy, Community Development, Volunteer Management, Budgets, Coaching, Higher Education..., Proposal Writing, Grant Writing, Social Networking, Merchandising, Project Management, Corporate Fundraising, Educational Fundraising, Fundraising Campaign..., Business Development
Education
University at Buffalo Law School 1996 — 1999
Jurist Doctorate
University at Buffalo 1991 — 1996
Bachelor of Arts (B.A.), Sociology and African American Studies
Corey Kiser Corey Kiser's Vanguard Experience February 2014 - April 2015
Job Investment Support Analyst
Industry Financial Services
Experience
Cohen & Steers May 2015 - Present
Vanguard February 2014 - April 2015
Vanguard July 2012 - February 2014
Brookhaven National Laboratory June 2011 - February 2013
Skills
Microsoft Excel, Financial Analysis, Data Analysis, PowerPoint, Microsoft Office, Access, Teamwork, Analysis, Leadership, Accounts Payable, Research, Financial Modeling, Financial Reporting, Microsoft Word, Finance, Equities, Bloomberg, Equity Derivatives, FX Derivatives, FX Spot
Education
State University of New York at Stony Brook 2008 — 2012
BS, Finance & Economics
Cohen & Steers May 2015 - Present
Vanguard February 2014 - April 2015
Vanguard July 2012 - February 2014
Brookhaven National Laboratory June 2011 - February 2013
Skills
Microsoft Excel, Financial Analysis, Data Analysis, PowerPoint, Microsoft Office, Access, Teamwork, Analysis, Leadership, Accounts Payable, Research, Financial Modeling, Financial Reporting, Microsoft Word, Finance, Equities, Bloomberg, Equity Derivatives, FX Derivatives, FX Spot
Education
State University of New York at Stony Brook 2008 — 2012
BS, Finance & Economics
Monique Franklin Monique Franklin's Vanguard Experience May 1999 - August 2010
Job Student at Strayer UniversityNorth Carolina
Industry Computer Networking
Experience
TalentBridge April 2014 - September 2014
TalentBridge September 2013 - March 2014
Vanguard May 1999 - August 2010
Belk April 2007 - July 2010
Skills
Windows 7, Microsoft Office, Networking, Computer Hardware, SharePoint, Databases, Operating Systems, Security, Software Documentation, Network Administration
Education
Strayer University-North Carolina 2009 — 2013
Bachelor of Science (BS), Networking
Johnson C. Smith University - JCSU 1986 — 1988
TalentBridge April 2014 - September 2014
TalentBridge September 2013 - March 2014
Vanguard May 1999 - August 2010
Belk April 2007 - July 2010
Skills
Windows 7, Microsoft Office, Networking, Computer Hardware, SharePoint, Databases, Operating Systems, Security, Software Documentation, Network Administration
Education
Strayer University-North Carolina 2009 — 2013
Bachelor of Science (BS), Networking
Johnson C. Smith University - JCSU 1986 — 1988
Nicholas Mucci Nicholas Mucci's Vanguard Experience September 2008 - November 2014
Job Financial Consultant at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation November 2014 - Present
Vanguard September 2008 - November 2014
Merrill Lynch January 2008 - May 2008
Skills
Investments, Financial Services, Series 6, Mutual Funds, Finance, Portfolio Management, Series 7, Retirement Planning, Series 63, Wealth Management, 401k, Retirement, Investment Strategies, IRAs, Asset Allocation
Education
SUNY Geneseo 2004 — 2008
Business Administration/Communication, Finance
McQuaid Jesuit High School
E*TRADE Financial Corporation November 2014 - Present
Vanguard September 2008 - November 2014
Merrill Lynch January 2008 - May 2008
Skills
Investments, Financial Services, Series 6, Mutual Funds, Finance, Portfolio Management, Series 7, Retirement Planning, Series 63, Wealth Management, 401k, Retirement, Investment Strategies, IRAs, Asset Allocation
Education
SUNY Geneseo 2004 — 2008
Business Administration/Communication, Finance
McQuaid Jesuit High School
Danika Johnson Danika Johnson's Vanguard Experience June 2015 - Present
Job Processing Associate at Vanguard
Industry
Experience
Vanguard June 2015 - Present
Enterprise Rent-A-Car May 2014 - August 2014
Say Yes to Education September 2011 - May 2013
The Law Office of Delisha J. Grant July 2012 - August 2012
Skills
Microsoft Office, Public Speaking, PowerPoint, Microsoft Word, Staff Development, SPSS, Teamwork, Microsoft Excel, Research, Time Management, Facebook, Social Media, Demographic Analysis, Survey Design, Strategic Planning, Survey Methodology, Data Analysis, Management
Education
Syracuse University 2011 — 2015
Bachelor of Arts (B.A.), Sociology
Brooklyn Technical High School 2007 — 2011
Vanguard June 2015 - Present
Enterprise Rent-A-Car May 2014 - August 2014
Say Yes to Education September 2011 - May 2013
The Law Office of Delisha J. Grant July 2012 - August 2012
Skills
Microsoft Office, Public Speaking, PowerPoint, Microsoft Word, Staff Development, SPSS, Teamwork, Microsoft Excel, Research, Time Management, Facebook, Social Media, Demographic Analysis, Survey Design, Strategic Planning, Survey Methodology, Data Analysis, Management
Education
Syracuse University 2011 — 2015
Bachelor of Arts (B.A.), Sociology
Brooklyn Technical High School 2007 — 2011
Hillary Seith Hillary Seith's Vanguard Experience June 2015 - August 2015
Job Graduate Fellow & MBA Candidate at Villanova School of Business
Industry Higher Education
Experience
Villanova Women's Professional Network September 2013 - Present
Vanguard June 2015 - August 2015
Graduate Women in Business Committee, Villanova School of Business June 2012 - May 2015
Alusiv, Inc. April 2007 - May 2015
University of Pennsylvania School of Medicine 2006 - 2007
Philadelphia Theatre Company 2004 - 2006
Philadelphia Theatre Company 2003 - 2004
Skills
Strategic Planning, Business Strategy, Research, Program Management, Project Management, PowerPoint, Microsoft Excel, Microsoft Office, Teaching, Microsoft Word, Operations Management, Cost Accounting, Management Accounting, Strategic Human..., Bookkeeping, Accounts Payable, Accounts Receivable, Writing, Proposal Writing, Proposal Support, QuickBooks, Event Planning
Education
Villanova University 2009 — 2015
MBA, Strategic Management
University of Pennsylvania - The Wharton School 2007 — 2008
Post-Baccalaureate, Management, Accounting, Finance
Swarthmore College 1997 — 2002
BA, Religion and Theatre Studies
Phillips Academy, Andover 1993 — 1997
High School
Villanova Women's Professional Network September 2013 - Present
Vanguard June 2015 - August 2015
Graduate Women in Business Committee, Villanova School of Business June 2012 - May 2015
Alusiv, Inc. April 2007 - May 2015
University of Pennsylvania School of Medicine 2006 - 2007
Philadelphia Theatre Company 2004 - 2006
Philadelphia Theatre Company 2003 - 2004
Skills
Strategic Planning, Business Strategy, Research, Program Management, Project Management, PowerPoint, Microsoft Excel, Microsoft Office, Teaching, Microsoft Word, Operations Management, Cost Accounting, Management Accounting, Strategic Human..., Bookkeeping, Accounts Payable, Accounts Receivable, Writing, Proposal Writing, Proposal Support, QuickBooks, Event Planning
Education
Villanova University 2009 — 2015
MBA, Strategic Management
University of Pennsylvania - The Wharton School 2007 — 2008
Post-Baccalaureate, Management, Accounting, Finance
Swarthmore College 1997 — 2002
BA, Religion and Theatre Studies
Phillips Academy, Andover 1993 — 1997
High School
Christine Bruno Christine Bruno's Vanguard Experience July 2013 - Present
Job Business Analyst at Vanguard
Industry Financial Services
Experience
Vanguard July 2013 - Present
Vanguard July 2011 - July 2013
Vanguard 2004 - July 2011
The Vanguard Group February 2000 - February 2004
Skills
Process Improvement, Data Analysis, Business Analysis, Change Management, Project Management, Visio, Six Sigma, Microsoft Excel, Analysis, Leadership, Management, Strategy, Business Process, Training, Product Management, Financial Services
Education
Suffolk County Community College 1993 — 1995
Associate of Science (A.S.), Accounting
Vanguard July 2013 - Present
Vanguard July 2011 - July 2013
Vanguard 2004 - July 2011
The Vanguard Group February 2000 - February 2004
Skills
Process Improvement, Data Analysis, Business Analysis, Change Management, Project Management, Visio, Six Sigma, Microsoft Excel, Analysis, Leadership, Management, Strategy, Business Process, Training, Product Management, Financial Services
Education
Suffolk County Community College 1993 — 1995
Associate of Science (A.S.), Accounting
Nate Venditta's Vanguard Experience November 2010 - April 2011
Job Math Teacher/Dorm head at Salisbury School
Industry Education Management
Experience
Salisbury School August 2013 - Present
Beddow High School April 2011 - June 2013
Vanguard November 2010 - April 2011
Skills
Microsoft Office, Research, Public Speaking, Teaching, Data Analysis, Curriculum Development, Community Outreach, Educational Leadership, Curriculum Design, Higher Education, Staff Development
Education
St. Mary's College of Maryland 2006 — 2010
BS, Math, Economics
St. Mary's College of Maryland 2006 — 2010
Bachelor's degree, Mathematics
Salisbury School August 2013 - Present
Beddow High School April 2011 - June 2013
Vanguard November 2010 - April 2011
Skills
Microsoft Office, Research, Public Speaking, Teaching, Data Analysis, Curriculum Development, Community Outreach, Educational Leadership, Curriculum Design, Higher Education, Staff Development
Education
St. Mary's College of Maryland 2006 — 2010
BS, Math, Economics
St. Mary's College of Maryland 2006 — 2010
Bachelor's degree, Mathematics
Brian Cahill's Vanguard Experience May 2013 - April 2014
Job Financial Advisor at Investors Bank
Industry Individual & Family Services
Experience
Investors Bank November 2014 - Present
Handwerk Multi Family Office March 2014 - August 2014
Vanguard May 2013 - April 2014
JPMorgan Chase July 2012 - May 2013
Principal Financial Group January 2005 - August 2008
NYSE Euronext June 1994 - August 2005
Skills
Equities, Bloomberg, Asset Managment, Thompson One, VMware, Risk Management, Hedge Funds, Trading, Financial Services, Equity Trading, Asset Management, Strategic Financial..., Financial Risk, Investments, FINRA, Market Data, Commodity, Finance, Financial Modeling, Financial Planning, Portfolio Management
Education
St. Francis College 1991 — 1994
Investors Bank November 2014 - Present
Handwerk Multi Family Office March 2014 - August 2014
Vanguard May 2013 - April 2014
JPMorgan Chase July 2012 - May 2013
Principal Financial Group January 2005 - August 2008
NYSE Euronext June 1994 - August 2005
Skills
Equities, Bloomberg, Asset Managment, Thompson One, VMware, Risk Management, Hedge Funds, Trading, Financial Services, Equity Trading, Asset Management, Strategic Financial..., Financial Risk, Investments, FINRA, Market Data, Commodity, Finance, Financial Modeling, Financial Planning, Portfolio Management
Education
St. Francis College 1991 — 1994
Jordan Jones Jordan Jones's Vanguard Experience July 2015 - Present
Job Client Associate at Vanguard
Industry Financial Services
Experience
Vanguard July 2015 - Present
Verizon Wireless January 2015 - May 2015
Verizon Wireless October 2014 - May 2015
Verizon Wireless June 2014 - January 2015
SUNY Geneseo November 2013 - May 2014
Holly Creek Homes June 2012 - August 2013
Skills
Marketing Strategy, Microsoft Excel, SPSS, Spanish, Microsoft Word, Customer Service, Marketing, Event Management, PowerPoint, Strategic Planning, Advertising, Microsoft Office, Creative Writing, Literary Criticism, Literary Analysis, Leadership, Management
Education
State University of New York College at Geneseo 2010 — 2014
Bachelor of Business Administration (BBA), Business Administration and Management, English Literature
McQuaid Jesuit High School 2004 — 2010
High School
Vanguard July 2015 - Present
Verizon Wireless January 2015 - May 2015
Verizon Wireless October 2014 - May 2015
Verizon Wireless June 2014 - January 2015
SUNY Geneseo November 2013 - May 2014
Holly Creek Homes June 2012 - August 2013
Skills
Marketing Strategy, Microsoft Excel, SPSS, Spanish, Microsoft Word, Customer Service, Marketing, Event Management, PowerPoint, Strategic Planning, Advertising, Microsoft Office, Creative Writing, Literary Criticism, Literary Analysis, Leadership, Management
Education
State University of New York College at Geneseo 2010 — 2014
Bachelor of Business Administration (BBA), Business Administration and Management, English Literature
McQuaid Jesuit High School 2004 — 2010
High School
Meghan Plunkett Meghan Plunkett's Vanguard Experience July 2015 - Present
Job Client Relationship Associate at Vanguard
Industry
Experience
Vanguard July 2015 - Present
PNC May 2013 - August 2014
Susquehanna University September 2013 - December 2013
City of Ocean City June 2008 - August 2012
Skills
Data Entry, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Time Management, Leadership, C++, Java, PHP, Python, HTML, PhpMyAdmin, SQL, Critical Thinking, Windows, Mac, Social Media, Tax Returns, Computers, Meeting Scheduling, Social Networking, Fundraising, Finance, Customer Service, Access, Sales, Data Analysis, Outlook, Teamwork, Banking, Accounting, Financial Analysis, Analysis, Public Speaking, Research, Facebook
Education
Susquehanna University 2011 — 2015
Bachelor of Science (BS), Business Administration: Finance and Information Systems
Vanguard July 2015 - Present
PNC May 2013 - August 2014
Susquehanna University September 2013 - December 2013
City of Ocean City June 2008 - August 2012
Skills
Data Entry, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Time Management, Leadership, C++, Java, PHP, Python, HTML, PhpMyAdmin, SQL, Critical Thinking, Windows, Mac, Social Media, Tax Returns, Computers, Meeting Scheduling, Social Networking, Fundraising, Finance, Customer Service, Access, Sales, Data Analysis, Outlook, Teamwork, Banking, Accounting, Financial Analysis, Analysis, Public Speaking, Research, Facebook
Education
Susquehanna University 2011 — 2015
Bachelor of Science (BS), Business Administration: Finance and Information Systems
Scott Lictus, PMP Scott Lictus, PMP's Vanguard Experience February 2005 - Present
Job People & Projects Manager
Industry Financial Services
Experience
Vanguard February 2005 - Present
AIG July 1999 - February 2005
CNA Insurance 1995 - 1999
Education
State University of New York College at Cortland 1980 — 1982
BA, Economics
Vanguard February 2005 - Present
AIG July 1999 - February 2005
CNA Insurance 1995 - 1999
Education
State University of New York College at Cortland 1980 — 1982
BA, Economics
Jessica Maillie's Vanguard Experience March 2015 - Present
Job Financial Advisor at Vanguard
Industry Financial Services
Experience
Vanguard March 2015 - Present
Vanguard April 2013 - March 2015
The Melmark School July 2011 - March 2013
Skills
Series 63, Mutual Funds, Series 7, Financial Services, Bloomberg Terminal, Applied Behavior..., Community Outreach, Series 65, ETFs, Stocks, Teaching, Thompson One, Autism Spectrum..., Brokerage, Developmental..., Interventions, Program Development, Behavior Management, Behavior Modification, Special Education, Microsoft Excel
Education
Susquehanna University 2007 — 2011
Bachelor of Arts (B.A.), History, French, Education
The Hill School 2005 — 2007
High School Diploma
Vanguard March 2015 - Present
Vanguard April 2013 - March 2015
The Melmark School July 2011 - March 2013
Skills
Series 63, Mutual Funds, Series 7, Financial Services, Bloomberg Terminal, Applied Behavior..., Community Outreach, Series 65, ETFs, Stocks, Teaching, Thompson One, Autism Spectrum..., Brokerage, Developmental..., Interventions, Program Development, Behavior Management, Behavior Modification, Special Education, Microsoft Excel
Education
Susquehanna University 2007 — 2011
Bachelor of Arts (B.A.), History, French, Education
The Hill School 2005 — 2007
High School Diploma
Ryan Tomkinson, CFP® ChFC® Ryan Tomkinson, CFP® ChFC®'s Vanguard Experience July 2007 - June 2010
Job Financial Advisor at McCloskey Financial Group
Industry Financial Services
Experience
McCloskey Financial Group June 2010 - Present
Vanguard July 2007 - June 2010
Northwestern Mutual May 2006 - May 2007
Education
The American College 2009 — 2010
Susquehanna University 2003 — 2007
Accounting
University of London 2005 — 2006
McCloskey Financial Group June 2010 - Present
Vanguard July 2007 - June 2010
Northwestern Mutual May 2006 - May 2007
Education
The American College 2009 — 2010
Susquehanna University 2003 — 2007
Accounting
University of London 2005 — 2006
Omar Radney's Vanguard Experience December 2013 - Present
Job Certified Investment Professional
Industry Financial Services
Experience
Vanguard December 2013 - Present
Vanguard June 2013 - December 2013
KeyBank January 2013 - June 2013
KeyBank October 2012 - January 2013
KeyBank June 2012 - October 2012
Sage Rutty & Co., Inc June 2010 - May 2012
SUNY Oswego January 2008 - May 2012
Kumba Consultants 2009-2011 June 2009 - August 2011
Skills
Excel, PowerPoint, Word, Microsoft Office, Research, Microsoft Excel, Time Management, Teamwork, Microsoft Word, Leadership, Management, Finance, Team Leadership, Customer Service, Public Speaking, Series 7, Series 63, Banking, Facebook, Access, CRM
Education
SUNY Oswego 2008 — 2012
Bachelor's Degree of Science, Finance
Vanguard December 2013 - Present
Vanguard June 2013 - December 2013
KeyBank January 2013 - June 2013
KeyBank October 2012 - January 2013
KeyBank June 2012 - October 2012
Sage Rutty & Co., Inc June 2010 - May 2012
SUNY Oswego January 2008 - May 2012
Kumba Consultants 2009-2011 June 2009 - August 2011
Skills
Excel, PowerPoint, Word, Microsoft Office, Research, Microsoft Excel, Time Management, Teamwork, Microsoft Word, Leadership, Management, Finance, Team Leadership, Customer Service, Public Speaking, Series 7, Series 63, Banking, Facebook, Access, CRM
Education
SUNY Oswego 2008 — 2012
Bachelor's Degree of Science, Finance
Kiyle Osgood Kiyle Osgood's Vanguard Experience July 2015 - Present
Job Student Trustee
Industry Financial Services
Experience
Vanguard July 2015 - Present
The Richard Stockton College of New Jersey September 2013 - Present
Richard Stockton College September 2011 - Present
Tomenchok Farm January 2009 - Present
The Richard Stockton College of New Jersey April 2014 - Present
Richard Stockton College September 2013 - Present
Richard Stockton College August 2013 - January 2015
The Richard Stockton College of New Jersey March 2014 - December 2014
Retail, Hospitality & Tourism Talent Network of Southern NJ September 2013 - October 2014
We R Wireless/ Verizon Wireless Premium Retailer May 2014 - August 2014
Skills
Leadership, Operational Efficiency, Program Management, Teamwork, Social Media, Research, Event Planning, Microsoft Excel, Microsoft Office, Time Management, Team Leadership, Management, Facebook, Data Analysis, Adobe Creative Suite, Cost Saving Projects, Creative Problem Solving, PowerPoint
Education
Richard Stockton College of New Jersey 2011 — 2015
Bachelor of Science (BS), Accounting and Finance, 3.95 GPA
제주대학교 (Jeju National University) 2013 — 2013
Vanguard July 2015 - Present
The Richard Stockton College of New Jersey September 2013 - Present
Richard Stockton College September 2011 - Present
Tomenchok Farm January 2009 - Present
The Richard Stockton College of New Jersey April 2014 - Present
Richard Stockton College September 2013 - Present
Richard Stockton College August 2013 - January 2015
The Richard Stockton College of New Jersey March 2014 - December 2014
Retail, Hospitality & Tourism Talent Network of Southern NJ September 2013 - October 2014
We R Wireless/ Verizon Wireless Premium Retailer May 2014 - August 2014
Skills
Leadership, Operational Efficiency, Program Management, Teamwork, Social Media, Research, Event Planning, Microsoft Excel, Microsoft Office, Time Management, Team Leadership, Management, Facebook, Data Analysis, Adobe Creative Suite, Cost Saving Projects, Creative Problem Solving, PowerPoint
Education
Richard Stockton College of New Jersey 2011 — 2015
Bachelor of Science (BS), Accounting and Finance, 3.95 GPA
제주대학교 (Jeju National University) 2013 — 2013
Arkina Matthews's Vanguard Experience July 2006 - Present
Job Program Administrator at Vanguard
Industry Textiles
Experience
Vanguard July 2006 - Present
Vanguard June 2003 - July 2006
Black Entertainment Television May 1999 - April 2003
Skills
Strategic Planning, Management, Process Improvement, Microsoft Office, Customer Service, Human Resources, Performance Management, Project Management, Training, Analysis, Event Management, Strategy, Proposal Writing
Education
New Horizons 2005 — 2011
Certification
Strayer University
Associates
University of the District of Columbia 1981 — 1984
H.D. Woodson High School 1976 — 1979
diploma
Vanguard July 2006 - Present
Vanguard June 2003 - July 2006
Black Entertainment Television May 1999 - April 2003
Skills
Strategic Planning, Management, Process Improvement, Microsoft Office, Customer Service, Human Resources, Performance Management, Project Management, Training, Analysis, Event Management, Strategy, Proposal Writing
Education
New Horizons 2005 — 2011
Certification
Strayer University
Associates
University of the District of Columbia 1981 — 1984
H.D. Woodson High School 1976 — 1979
diploma
Colby Brindle Colby Brindle's Vanguard Experience July 2014 - February 2015
Job Valuation Analyst at BlackRock
Industry Financial Services
Experience
BlackRock March 2015 - Present
Vanguard July 2014 - February 2015
Susquehanna University January 2013 - May 2014
National Ski Patrol January 2009 - January 2014
Susquehanna University September 2011 - December 2013
Weis Markets May 2013 - August 2013
Weis Markets June 2011 - May 2013
Northwestern Mutual March 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Online Social Networking, Microsoft Office, Social Media, Outlook, Social Media Marketing, Sales, Teamwork, Leadership, Financial Analysis, Research, Public Speaking, Customer Service, Accounting
Education
Susquehanna University 2010 — 2014
Bachelor of Science (BS), Business Administration- Finance Emphasis, 3.96/4.0
Susquehanna University 2010 — 2014
Bachelor of Arts (B.A.), Economics, 3.96/4.0
BlackRock March 2015 - Present
Vanguard July 2014 - February 2015
Susquehanna University January 2013 - May 2014
National Ski Patrol January 2009 - January 2014
Susquehanna University September 2011 - December 2013
Weis Markets May 2013 - August 2013
Weis Markets June 2011 - May 2013
Northwestern Mutual March 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Online Social Networking, Microsoft Office, Social Media, Outlook, Social Media Marketing, Sales, Teamwork, Leadership, Financial Analysis, Research, Public Speaking, Customer Service, Accounting
Education
Susquehanna University 2010 — 2014
Bachelor of Science (BS), Business Administration- Finance Emphasis, 3.96/4.0
Susquehanna University 2010 — 2014
Bachelor of Arts (B.A.), Economics, 3.96/4.0
Jeremy Bogen Jeremy Bogen's Vanguard Experience July 2012 - Present
Job Investment Professional
Industry Financial Services
Experience
Vanguard July 2012 - Present
Green Plus June 2011 - August 2011
New York Office of Court Administration May 2010 - August 2010
Skills
Series 7, Series 63, Microsoft Excel, PowerPoint, Microsoft Word, ArcGIS, Photoshop
Education
Syracuse University 2008 — 2012
Bachelor of Science (BS), Economics
Vanguard July 2012 - Present
Green Plus June 2011 - August 2011
New York Office of Court Administration May 2010 - August 2010
Skills
Series 7, Series 63, Microsoft Excel, PowerPoint, Microsoft Word, ArcGIS, Photoshop
Education
Syracuse University 2008 — 2012
Bachelor of Science (BS), Economics
Elizabeth Krohn Elizabeth Krohn's Vanguard Experience 2000 - 2002
Job Tax Accountant, Krohn Financial
Industry Accounting
Experience
Krohn Financial 2009 - Present
Sprague & Janowsky Accountants 2005 - 2009
Vanguard 2000 - 2002
Skills
Certified Financial..., Quickbooks Pro Advisor, IRS Enrolled Agent
Education
Syracuse University - Martin J. Whitman School of Management 1984 — 1987
B.S., Management Information Systems, Personnel Industrial Relations
Krohn Financial 2009 - Present
Sprague & Janowsky Accountants 2005 - 2009
Vanguard 2000 - 2002
Skills
Certified Financial..., Quickbooks Pro Advisor, IRS Enrolled Agent
Education
Syracuse University - Martin J. Whitman School of Management 1984 — 1987
B.S., Management Information Systems, Personnel Industrial Relations
Jennifer Rutledge Jennifer Rutledge's Vanguard Experience December 2013 - Present
Job Info Systems Engineer at Vanguard
Industry Financial Services
Experience
Vanguard December 2013 - Present
Vanguard June 2004 - November 2013
Skills
Software Development, Requirements Analysis
Education
Stevens Institute of Technology 1999 — 2004
Bachelor of Engineering (BE), Computer Engineering
Vanguard December 2013 - Present
Vanguard June 2004 - November 2013
Skills
Software Development, Requirements Analysis
Education
Stevens Institute of Technology 1999 — 2004
Bachelor of Engineering (BE), Computer Engineering
Amanda Leitzel Amanda Leitzel's Vanguard Experience November 2005 - Present
Job Communication Project Specialist at Vanguard
Industry Financial Services
Experience
Vanguard November 2005 - Present
Jeffrey A. Miller Catering May 2012 - July 2014
Maurice’s, Inc. May 2004 - November 2005
Skills
Project Management, Event Planning, Marketing Communications, Data Analysis, Retirement Planning, Microsoft Office, Adobe Acrobat, PeopleSoft, DMAIC, Digital Marketing, Strategic Planning, SDLC, Risk Management, Business Analysis, Financial Services
Education
Susquehanna University 2001 — 2005
Bachelor of Science (B.S.), Business Administration, Management and Operations
Vanguard November 2005 - Present
Jeffrey A. Miller Catering May 2012 - July 2014
Maurice’s, Inc. May 2004 - November 2005
Skills
Project Management, Event Planning, Marketing Communications, Data Analysis, Retirement Planning, Microsoft Office, Adobe Acrobat, PeopleSoft, DMAIC, Digital Marketing, Strategic Planning, SDLC, Risk Management, Business Analysis, Financial Services
Education
Susquehanna University 2001 — 2005
Bachelor of Science (B.S.), Business Administration, Management and Operations
marion ingram marion ingram's Vanguard Experience January 1998 - January 2004
Job Writer/Poet/Educator at Mr Marion Productions and Do The Write Thing Inc
Industry Media Production
Experience
DTWT January 2011 - Present
Mr Marion Productions January 2010 - Present
Vanguard January 1998 - January 2004
Skills
Customer Service, Windows, Outlook, Photoshop, Public Speaking, HTML
Education
Richard Stockton College of New Jersey
BS CRIMINAL LAW, Criminology
DTWT January 2011 - Present
Mr Marion Productions January 2010 - Present
Vanguard January 1998 - January 2004
Skills
Customer Service, Windows, Outlook, Photoshop, Public Speaking, HTML
Education
Richard Stockton College of New Jersey
BS CRIMINAL LAW, Criminology
Bikram Chadha's Vanguard Experience March 2014 - Present
Job Investment Analyst at Vanguard
Industry Financial Services
Experience
Vanguard March 2014 - Present
Vanguard April 2013 - March 2014
Vanguard September 2012 - April 2013
Vanguard October 2008 - September 2012
Vanguard June 2007 - October 2008
Education
Villanova University 2011 — 2013
Villanova School of Business, Master of Business Administration (MBA), Finance
State University of New York at Stony Brook 2003 — 2007
Bachelor of Arts (B.A.), Sociology, Economics
Vanguard March 2014 - Present
Vanguard April 2013 - March 2014
Vanguard September 2012 - April 2013
Vanguard October 2008 - September 2012
Vanguard June 2007 - October 2008
Education
Villanova University 2011 — 2013
Villanova School of Business, Master of Business Administration (MBA), Finance
State University of New York at Stony Brook 2003 — 2007
Bachelor of Arts (B.A.), Sociology, Economics
Jaren Terry Jaren Terry's Vanguard Experience August 1998 - April 2012
Job Financial Services Professional
Industry Financial Services
Experience
LPL Financial August 2013 - Present
Vanguard August 1998 - April 2012
Bank of America June 1996 - August 1998
Skills
Troubleshooting, Technical Support, Access, Lotus Notes, SharePoint, Visio, Software Installation, Windows 7, Visual Basic, Operating Systems, Software Documentation, Windows XP, Active Directory, Servers, Computer Hardware, Database Administration, Unix, Databases, System Administration
Education
Strayer University (VA) 2010 — 2013
Bachelor of Applied Science (B.A.Sc.), Information Technology, 3.835
LPL Financial August 2013 - Present
Vanguard August 1998 - April 2012
Bank of America June 1996 - August 1998
Skills
Troubleshooting, Technical Support, Access, Lotus Notes, SharePoint, Visio, Software Installation, Windows 7, Visual Basic, Operating Systems, Software Documentation, Windows XP, Active Directory, Servers, Computer Hardware, Database Administration, Unix, Databases, System Administration
Education
Strayer University (VA) 2010 — 2013
Bachelor of Applied Science (B.A.Sc.), Information Technology, 3.835
Samantha Wallachy Samantha Wallachy's Vanguard Experience May 2006 - April 2007
Job Lead Quality Assurance Analyst at RevSpring
Industry Information Services
Experience
RevSpring December 2007 - Present
XL Capital Ltd April 2007 - December 2007
Vanguard May 2006 - April 2007
Apex Companies, LLC September 1999 - May 2006
Skills
Quality Assurance, Quality Process..., Manual Testing, Data Analysis, Exploratory Testing, White Box Testing, Black Box Testing, Data Conversion, Computer Information..., Information Technology, Database Administration, SQL, Project Planning, Training, Content Development, Software Implementation, Business Requirements, Web Design, Testing, Integration, Databases, Process Improvement, Test Planning, Access, Defect Tracking, Analysis, Integration Testing, Test Execution, Agile Testing, Test Strategy, Web Testing, Test Cases, Regression Testing, Software Quality..., Performance Testing, End-to-end Testing, User Acceptance Testing, System Testing, Functional Testing, Requirements Analysis, Non-functional Testing, Software Quality Control, System Integration..., Risk Based Testing
Education
Strayer University (VA) 2001 — 2006
Bachelor's degree, Database Technology
Strayer University (VA) 2001 — 2004
Associate's degree, Computer Information Systems
RevSpring December 2007 - Present
XL Capital Ltd April 2007 - December 2007
Vanguard May 2006 - April 2007
Apex Companies, LLC September 1999 - May 2006
Skills
Quality Assurance, Quality Process..., Manual Testing, Data Analysis, Exploratory Testing, White Box Testing, Black Box Testing, Data Conversion, Computer Information..., Information Technology, Database Administration, SQL, Project Planning, Training, Content Development, Software Implementation, Business Requirements, Web Design, Testing, Integration, Databases, Process Improvement, Test Planning, Access, Defect Tracking, Analysis, Integration Testing, Test Execution, Agile Testing, Test Strategy, Web Testing, Test Cases, Regression Testing, Software Quality..., Performance Testing, End-to-end Testing, User Acceptance Testing, System Testing, Functional Testing, Requirements Analysis, Non-functional Testing, Software Quality Control, System Integration..., Risk Based Testing
Education
Strayer University (VA) 2001 — 2006
Bachelor's degree, Database Technology
Strayer University (VA) 2001 — 2004
Associate's degree, Computer Information Systems
Erika Chopra Erika Chopra's Vanguard Experience December 2005 - September 2009
Job Senior Associate, Wealth Advisory Services at Northern Trust
Industry Investment Management
Experience
Northern Trust November 2013 - Present
Avalon Advisors, LLC September 2011 - November 2013
Invesco Ltd. August 2010 - September 2011
Mercer Advisors September 2009 - August 2010
Vanguard December 2005 - September 2009
Skills
Windows 98 / 2000 /..., Individual,..., Development of Training..., Strategy and Problem..., Purchasing Management,..., Customer & Partner..., PowerPoint, Problem Solving, Strategy, Microsoft Excel, Inventory Control, Curriculum Design, Asset Managment, Wealth Management, Relationship Management, Investments, Leadership, Mutual Funds, Investment Management, Management, Finance, Operations Management, Hedge Funds, Asset Allocation, Training, Alternative Investments, Securities, Financial Markets, Investment Advisory, Financial Services, CRM, High Net Worth..., Wealth Management..., Portfolio Management, Asset Management
Education
Syracuse University 1998 — 2002
Bachelor of Arts (BA), Psychology & Sociology
The Derryfield School 1992 — 1998
Northern Trust November 2013 - Present
Avalon Advisors, LLC September 2011 - November 2013
Invesco Ltd. August 2010 - September 2011
Mercer Advisors September 2009 - August 2010
Vanguard December 2005 - September 2009
Skills
Windows 98 / 2000 /..., Individual,..., Development of Training..., Strategy and Problem..., Purchasing Management,..., Customer & Partner..., PowerPoint, Problem Solving, Strategy, Microsoft Excel, Inventory Control, Curriculum Design, Asset Managment, Wealth Management, Relationship Management, Investments, Leadership, Mutual Funds, Investment Management, Management, Finance, Operations Management, Hedge Funds, Asset Allocation, Training, Alternative Investments, Securities, Financial Markets, Investment Advisory, Financial Services, CRM, High Net Worth..., Wealth Management..., Portfolio Management, Asset Management
Education
Syracuse University 1998 — 2002
Bachelor of Arts (BA), Psychology & Sociology
The Derryfield School 1992 — 1998
Alison Naito's Vanguard Experience December 2010 - September 2011
Job Senior Business Analyst at Zenmonics Inc.
Industry Internet
Experience
Zenmonics Inc. April 2014 - Present
Bank of America February 2013 - April 2014
Computer Task Group August 2012 - February 2013
EPRI January 2012 - October 2012
Macquarium September 2011 - December 2011
Vanguard December 2010 - September 2011
Ally Financial Inc. 2011 - 2011
Bank of America October 2006 - December 2010
REI Systems Inc 1999 - 2006
Skills
Information Architecture, Interaction Design, User Interface Design, User Experience, Web Design, HTML, CSS, Usability Design, Dreamweaver, Photoshop, Adobe Creative Suite, Agile, User-centered Design, Illustrator, Prototyping, XHTML, Requirements Gathering, Visio, Experience Design, User Interface, Requirements Analysis, Content Management, InDesign, Fireworks, Mobile Applications, Mobile Strategy, Iterative Design, Agile Methodologies, Usability Engineering, Adobe Fireworks, Web Applications, Wireframes, Front-end, Layout
Education
The Art Institute of Charlotte 2012 — 2013
Certificate
Syracuse University - Maxwell School 1994 — 1999
BA
Tully Central Schools 1981 — 1994
Syracuse University 1993 — 1993
Summer College For High School Students
Zenmonics Inc. April 2014 - Present
Bank of America February 2013 - April 2014
Computer Task Group August 2012 - February 2013
EPRI January 2012 - October 2012
Macquarium September 2011 - December 2011
Vanguard December 2010 - September 2011
Ally Financial Inc. 2011 - 2011
Bank of America October 2006 - December 2010
REI Systems Inc 1999 - 2006
Skills
Information Architecture, Interaction Design, User Interface Design, User Experience, Web Design, HTML, CSS, Usability Design, Dreamweaver, Photoshop, Adobe Creative Suite, Agile, User-centered Design, Illustrator, Prototyping, XHTML, Requirements Gathering, Visio, Experience Design, User Interface, Requirements Analysis, Content Management, InDesign, Fireworks, Mobile Applications, Mobile Strategy, Iterative Design, Agile Methodologies, Usability Engineering, Adobe Fireworks, Web Applications, Wireframes, Front-end, Layout
Education
The Art Institute of Charlotte 2012 — 2013
Certificate
Syracuse University - Maxwell School 1994 — 1999
BA
Tully Central Schools 1981 — 1994
Syracuse University 1993 — 1993
Summer College For High School Students
BalaKrishna Varma Chamarthi BalaKrishna Varma Chamarthi's Vanguard Experience September 2011 - December 2013
Job Technical Team Lead at Lockheed Martin
Industry Information Technology and Services
Experience
Northern Trust Corporation September 2014 - Present
Lockheed Martin December 2013 - December 2014
Vanguard September 2011 - December 2013
Bank of America Merrill Lynch January 2011 - August 2011
JP Morgan Chase March 2010 - January 2011
DMV CA January 2009 - March 2010
Stanford University April 2008 - December 2008
Oracle Corporation January 2007 - April 2008
IBM Global Services March 2006 - December 2006
Accent Technologies January 2004 - March 2006
Skills
Hibernate, Struts, Web Services, JSP, Tomcat, JUnit, Servlets, JDBC, Eclipse, EJB, JSF, AJAX, XML, jQuery, Oracle, Spring, Ant
Education
University of Madras 2001 — 2004
MCA
Sri Venkateswara University 1998 — 2001
BCA
Northern Trust Corporation September 2014 - Present
Lockheed Martin December 2013 - December 2014
Vanguard September 2011 - December 2013
Bank of America Merrill Lynch January 2011 - August 2011
JP Morgan Chase March 2010 - January 2011
DMV CA January 2009 - March 2010
Stanford University April 2008 - December 2008
Oracle Corporation January 2007 - April 2008
IBM Global Services March 2006 - December 2006
Accent Technologies January 2004 - March 2006
Skills
Hibernate, Struts, Web Services, JSP, Tomcat, JUnit, Servlets, JDBC, Eclipse, EJB, JSF, AJAX, XML, jQuery, Oracle, Spring, Ant
Education
University of Madras 2001 — 2004
MCA
Sri Venkateswara University 1998 — 2001
BCA
John DiFelice John DiFelice's Vanguard Experience 1990 - 1993
Job ITPS Wawa, Inc.
Industry Information Technology and Services
Experience
Wawa, Inc. February 2010 - Present
COP DoT November 2009 - February 2010
National Constitution Center January 2004 - May 2009
FleeetBoston Financial January 2000 - January 2004
Wilmington Trust 2000 - 2000
GlaxoSmithKline June 1996 - December 1999
Compucom Systems 1993 - 1996
Vanguard 1990 - 1993
Skills
Integration, Disaster Recovery, Windows Server, Governance, SharePoint, Software Development, Change Management, Security, Data Center, Enterprise Software, Business Process, Project Management, Information Technology, Active Directory, Virtualization, Management, System Administration, Servers, Strategic Planning, Vendor Management, Project Planning, Telecommunications, Team Leadership, Strategy, Storage, IT Management, IT Strategy, Team Management, Budgets, Enterprise Architecture, Program Management, Microsoft Exchange, ITIL, Leadership, IT Operations, Project Portfolio..., Infrastructure, Troubleshooting, Computer Hardware, Networking, Requirements Analysis, Information Security, Network Security, Business Continuity, Visio, Process Improvement, Business Analysis, System Deployment, SDLC, Business Intelligence
Education
Stockton University 1987 — 1991
Wawa, Inc. February 2010 - Present
COP DoT November 2009 - February 2010
National Constitution Center January 2004 - May 2009
FleeetBoston Financial January 2000 - January 2004
Wilmington Trust 2000 - 2000
GlaxoSmithKline June 1996 - December 1999
Compucom Systems 1993 - 1996
Vanguard 1990 - 1993
Skills
Integration, Disaster Recovery, Windows Server, Governance, SharePoint, Software Development, Change Management, Security, Data Center, Enterprise Software, Business Process, Project Management, Information Technology, Active Directory, Virtualization, Management, System Administration, Servers, Strategic Planning, Vendor Management, Project Planning, Telecommunications, Team Leadership, Strategy, Storage, IT Management, IT Strategy, Team Management, Budgets, Enterprise Architecture, Program Management, Microsoft Exchange, ITIL, Leadership, IT Operations, Project Portfolio..., Infrastructure, Troubleshooting, Computer Hardware, Networking, Requirements Analysis, Information Security, Network Security, Business Continuity, Visio, Process Improvement, Business Analysis, System Deployment, SDLC, Business Intelligence
Education
Stockton University 1987 — 1991
Laura Houde Laura Houde's Vanguard Experience October 2012 - August 2014
Job Senior Analyst, Talent Acquisition at Verizon
Industry Financial Services
Experience
Verizon September 2014 - Present
Vanguard October 2012 - August 2014
Amazon.com January 2012 - July 2012
Ajilon August 2006 - January 2012
Paychex February 2003 - July 2006
Skills
Applicant Tracking...
Education
Saint Thomas Aquinas College 1998 — 2002
Marketing
Verizon September 2014 - Present
Vanguard October 2012 - August 2014
Amazon.com January 2012 - July 2012
Ajilon August 2006 - January 2012
Paychex February 2003 - July 2006
Skills
Applicant Tracking...
Education
Saint Thomas Aquinas College 1998 — 2002
Marketing
Meghan Council's Vanguard Experience March 2014 - Present
Job Retirement Specialist at Vanguard
Industry Investment Banking
Experience
Vanguard March 2014 - Present
Vanguard November 2013 - Present
Vanguard July 2013 - Present
JPMorgan Chase June 2012 - August 2012
Skills
Data Analysis, Microsoft Excel, Series 7 & 63 Licensed, Customer Service, SPSS, Sales, Marketing, Social Media Marketing, Marketing Strategy, Public Speaking, Time Management, Research, Microsoft Office, Retirement, Social Networking, Strategic Planning, Nonprofits, Team Building, Management, Teaching, Community Outreach
Education
Spelman College 2011 — 2013
Bachelor of Arts (BA), Psychology
Tuskegee University 2009 — 2013
Vanguard March 2014 - Present
Vanguard November 2013 - Present
Vanguard July 2013 - Present
JPMorgan Chase June 2012 - August 2012
Skills
Data Analysis, Microsoft Excel, Series 7 & 63 Licensed, Customer Service, SPSS, Sales, Marketing, Social Media Marketing, Marketing Strategy, Public Speaking, Time Management, Research, Microsoft Office, Retirement, Social Networking, Strategic Planning, Nonprofits, Team Building, Management, Teaching, Community Outreach
Education
Spelman College 2011 — 2013
Bachelor of Arts (BA), Psychology
Tuskegee University 2009 — 2013
Valetta Willis's Vanguard Experience October 2010 - Present
Job Client Relationship Management | Financial Consulting | Mutual Funds and Insurance | MBA
Industry Financial Services
Experience
MetLife May 2014 - Present
Vanguard October 2010 - Present
Vanguard January 2005 - October 2010
Skills
401k, Series 6, Series 63, Performance Management, Retirement, Manage Client..., Mutual Funds, Strategic Financial..., Client Retention..., Client Issue Resolution, Insurance, Leadership, Customer Service, Management, Financial Services, Finance, Employee Benefits, Strategic Planning, Process Improvement, Microsoft Office, Team Building
Education
Strayer University-North Carolina 2009 — 2011
Master's of Education, Educational Leadership and Administration, General
Strayer University-North Carolina 2007 — 2009
Master of Business Administration, Human Resource
MetLife May 2014 - Present
Vanguard October 2010 - Present
Vanguard January 2005 - October 2010
Skills
401k, Series 6, Series 63, Performance Management, Retirement, Manage Client..., Mutual Funds, Strategic Financial..., Client Retention..., Client Issue Resolution, Insurance, Leadership, Customer Service, Management, Financial Services, Finance, Employee Benefits, Strategic Planning, Process Improvement, Microsoft Office, Team Building
Education
Strayer University-North Carolina 2009 — 2011
Master's of Education, Educational Leadership and Administration, General
Strayer University-North Carolina 2007 — 2009
Master of Business Administration, Human Resource
David Fink, M Ed David Fink, M Ed's Vanguard Experience August 2010 - May 2011
Job home modifications consultant at HandyPro
Industry Consumer Services
Experience
HandyPro December 2011 - Present
PA CareerLink 2009 - April 2013
ASTD Philadelphia chapter May 2011 - April 2013
Vanguard August 2010 - May 2011
Fujitsu General America 1999 - 2008
Sony Electronics 1987 - 1998
ASTD Northern NJ chapter January 1993 - December 1996
Hifi House Group June 1983 - June 1986
Skills
universal design and..., Adult Education, Instructional Design, Instructor-led Training, Video Production, Selling, Web-based Training, Newsletters, Needs Analysis, E-learning, Video Editing, WBT, Recording, Distance Learning, cooking and bottle..., E-Learning, Training, Leadership, Performance Improvement, Program Management, Coaching, Organizational..., Workshop Facilitation, Sales, Process Improvement, Business Planning, Marketing, Account Management, Leadership Development, Customer Satisfaction, Captivate, Learning Management..., Public Speaking, Retail, Employee Training, Sound, Training Delivery, ADDIE, Management, Content Development, Selling Skills, SnagIt, Blended Learning, Learning Management, Presenter, Organizational..., Technical Training, Time Management
Education
University of Phoenix 2009 — 2010
Masters, Adult Education and Training
Imaging Science Foundation 2003 — 2003
Video Display Calibration
Syracuse University
BS, Telecommunications
Tatnall
University of Delaware
History
unionville
HandyPro December 2011 - Present
PA CareerLink 2009 - April 2013
ASTD Philadelphia chapter May 2011 - April 2013
Vanguard August 2010 - May 2011
Fujitsu General America 1999 - 2008
Sony Electronics 1987 - 1998
ASTD Northern NJ chapter January 1993 - December 1996
Hifi House Group June 1983 - June 1986
Skills
universal design and..., Adult Education, Instructional Design, Instructor-led Training, Video Production, Selling, Web-based Training, Newsletters, Needs Analysis, E-learning, Video Editing, WBT, Recording, Distance Learning, cooking and bottle..., E-Learning, Training, Leadership, Performance Improvement, Program Management, Coaching, Organizational..., Workshop Facilitation, Sales, Process Improvement, Business Planning, Marketing, Account Management, Leadership Development, Customer Satisfaction, Captivate, Learning Management..., Public Speaking, Retail, Employee Training, Sound, Training Delivery, ADDIE, Management, Content Development, Selling Skills, SnagIt, Blended Learning, Learning Management, Presenter, Organizational..., Technical Training, Time Management
Education
University of Phoenix 2009 — 2010
Masters, Adult Education and Training
Imaging Science Foundation 2003 — 2003
Video Display Calibration
Syracuse University
BS, Telecommunications
Tatnall
University of Delaware
History
unionville
Laci Davis Laci Davis's Vanguard Experience September 2015 - Present
Job Annuity & Insurance Specialist At Vanguard
Industry Investment Management
Experience
Vanguard September 2015 - Present
JPMorgan Chase Bank, N.A. October 2011 - September 2015
Stanford Residential Education September 2010 - June 2011
Stanford Undergraduate Advising and Research October 2009 - June 2011
Colorado University Upward Bound June 2010 - August 2010
Stanford American Indian Organizatioin August 2009 - June 2010
American Indian Science & Engineering Society (AISES) April 2009 - June 2010
Stanford Undergraduate Advising and Research May 2009 - November 2009
2009 Stanford Powwow October 2008 - May 2009
Stanford Alumni Center September 2007 - March 2008
Education
Stanford University 2007 — 2011
B.A., Sociology
Sinagua High School 2003 — 2007
Vanguard September 2015 - Present
JPMorgan Chase Bank, N.A. October 2011 - September 2015
Stanford Residential Education September 2010 - June 2011
Stanford Undergraduate Advising and Research October 2009 - June 2011
Colorado University Upward Bound June 2010 - August 2010
Stanford American Indian Organizatioin August 2009 - June 2010
American Indian Science & Engineering Society (AISES) April 2009 - June 2010
Stanford Undergraduate Advising and Research May 2009 - November 2009
2009 Stanford Powwow October 2008 - May 2009
Stanford Alumni Center September 2007 - March 2008
Education
Stanford University 2007 — 2011
B.A., Sociology
Sinagua High School 2003 — 2007
Bruce Kavanaugh Bruce Kavanaugh's Vanguard Experience 1989 - 1999
Job Vice President at Pacer Financial
Industry Financial Services
Experience
Pacer Advisors, Inc 2012 - Present
Pacer Financial 2004 - Present
SEI Investments May 1999 - December 2001
Vanguard 1989 - 1999
Skills
Financial Services, Financial Advisory, Life Insurance, Investment Strategies, Finance, Investments, Mutual Funds, Series 6, Retirement Planning, Series 63, Series 7
Education
Richard Stockton College of New Jersey 1984 — 1987
Business Management
Pacer Advisors, Inc 2012 - Present
Pacer Financial 2004 - Present
SEI Investments May 1999 - December 2001
Vanguard 1989 - 1999
Skills
Financial Services, Financial Advisory, Life Insurance, Investment Strategies, Finance, Investments, Mutual Funds, Series 6, Retirement Planning, Series 63, Series 7
Education
Richard Stockton College of New Jersey 1984 — 1987
Business Management
Owen Barton Owen Barton's Vanguard Experience February 2013 - Present
Job Information Security Leader at Vanguard
Industry Financial Services
Experience
Vanguard February 2013 - Present
SunGard May 2009 - January 2013
Julius Baer October 2004 - April 2008
Lynch & Lynch, Law Firm October 2003 - September 2004
CSG International December 2001 - August 2003
Allianz, AG January 1995 - December 2001
Allianz January 1989 - December 1994
Skills
Information Security..., IT Strategy, Security, Business Continuity, Risk Management, Information Security, Team Leadership, Disaster Recovery, Enterprise Software, Business Analysis, Vendor Management, Project Management, IT Management, Enterprise Architecture, Governance, Risk Assessment, ITIL, Outsourcing, IT Audit, SDLC, Process Improvement, Compliance, Data Center, Policy, CISSP, Program Management, Financial Risk, Business Process..., Integration, SaaS, Cloud Computing, IT Service Management, Operational Risk..., Sarbanes-Oxley Act, Network Security, IT Operations, PMP, Requirements Analysis, Process Engineering, Enterprise Risk..., Business Process, Virtualization, Business Intelligence, Risk Mitigation, IT Governance, Risk, Infrastructure
Education
Stevens Institute of Technology 2006 — 2009
MBA, Technology Management
Fairleigh Dickinson University-Metropolitan Campus 1986 — 1989
BS, Finance
Wroxton College 1988 — 1988
Vanguard February 2013 - Present
SunGard May 2009 - January 2013
Julius Baer October 2004 - April 2008
Lynch & Lynch, Law Firm October 2003 - September 2004
CSG International December 2001 - August 2003
Allianz, AG January 1995 - December 2001
Allianz January 1989 - December 1994
Skills
Information Security..., IT Strategy, Security, Business Continuity, Risk Management, Information Security, Team Leadership, Disaster Recovery, Enterprise Software, Business Analysis, Vendor Management, Project Management, IT Management, Enterprise Architecture, Governance, Risk Assessment, ITIL, Outsourcing, IT Audit, SDLC, Process Improvement, Compliance, Data Center, Policy, CISSP, Program Management, Financial Risk, Business Process..., Integration, SaaS, Cloud Computing, IT Service Management, Operational Risk..., Sarbanes-Oxley Act, Network Security, IT Operations, PMP, Requirements Analysis, Process Engineering, Enterprise Risk..., Business Process, Virtualization, Business Intelligence, Risk Mitigation, IT Governance, Risk, Infrastructure
Education
Stevens Institute of Technology 2006 — 2009
MBA, Technology Management
Fairleigh Dickinson University-Metropolitan Campus 1986 — 1989
BS, Finance
Wroxton College 1988 — 1988
Jesse Lopez's Vanguard Experience January 2008 - February 2009
Job Senior Closer at JPMorgan Chase & Co.
Industry Banking
Experience
JPMorgan Chase September 2010 - Present
Founders, LLC February 2009 - Present
Vanguard January 2008 - February 2009
American Mortgage Specialist 2007 - 2008
Pacific Gold Mortgage July 2004 - March 2007
Skills
Funding, Investments, Loans, Asset Managment, Mortgage Lending, Finance, Loan Origination, Banking, Credit, Real Estate, Private Equity, Financial Modeling, Alternative Investments, Financial Analysis, Due Diligence, Entrepreneurship, Venture Capital, Underwriting, Trading, Sales, Portfolio Management, Management, Investors, Investment Properties, Mergers & Acquisitions, Investment Banking, Hedge Funds, Financial Structuring, Asset Management, Commercial Lending, Commodity, Small Business, Commercial Real Estate, Commercial Banking, Negotiation, Real Estate Transactions, Valuation, Corporate Finance
Education
Stanford University
Masters, Architechture
JPMorgan Chase September 2010 - Present
Founders, LLC February 2009 - Present
Vanguard January 2008 - February 2009
American Mortgage Specialist 2007 - 2008
Pacific Gold Mortgage July 2004 - March 2007
Skills
Funding, Investments, Loans, Asset Managment, Mortgage Lending, Finance, Loan Origination, Banking, Credit, Real Estate, Private Equity, Financial Modeling, Alternative Investments, Financial Analysis, Due Diligence, Entrepreneurship, Venture Capital, Underwriting, Trading, Sales, Portfolio Management, Management, Investors, Investment Properties, Mergers & Acquisitions, Investment Banking, Hedge Funds, Financial Structuring, Asset Management, Commercial Lending, Commodity, Small Business, Commercial Real Estate, Commercial Banking, Negotiation, Real Estate Transactions, Valuation, Corporate Finance
Education
Stanford University
Masters, Architechture
Chintan Bhatt Chintan Bhatt's Vanguard Experience January 2011 - Present
Job Sr. Technology Manager Marketing and Digital Sales @ Ricoh Americas Corporation
Industry Business Supplies and Equipment
Experience
Ricoh Americas Corporation October 2014 - Present
Vanguard January 2011 - Present
Vanguard September 2008 - December 2010
Vanguard December 2006 - September 2008
Skills
Siebel, Requirements Analysis, Segmentation, Marketing, SDLC, Business Intelligence, Requirements Gathering, Access, Vendor Management, Data Warehousing, Business Analysis, Project Management, Process Improvement, Sales, CRM, Management, Oracle, SQL, Software Project..., IT Strategy, Leadership, Agile Methodologies, ETL
Education
N.M. Law School 2003 — 2004
Law
St. Xavier's College 2000 — 2003
B.A., Economics
Ricoh Americas Corporation October 2014 - Present
Vanguard January 2011 - Present
Vanguard September 2008 - December 2010
Vanguard December 2006 - September 2008
Skills
Siebel, Requirements Analysis, Segmentation, Marketing, SDLC, Business Intelligence, Requirements Gathering, Access, Vendor Management, Data Warehousing, Business Analysis, Project Management, Process Improvement, Sales, CRM, Management, Oracle, SQL, Software Project..., IT Strategy, Leadership, Agile Methodologies, ETL
Education
N.M. Law School 2003 — 2004
Law
St. Xavier's College 2000 — 2003
B.A., Economics
Srinivas Yenamadala Srinivas Yenamadala's Vanguard Experience May 2007 - May 2010
Job Vice President at J.P Morgan & Chase
Industry Financial Services
Experience
JPMorgan Chase December 2013 - Present
UBS Investment Bank June 2010 - November 2013
Vanguard May 2007 - May 2010
Oracle April 2006 - May 2007
Cyberwerx November 2003 - March 2006
iNautix Technologies (Pershing LLC) 2001 - 2003
Cybercash May 1999 - June 2001
Skills
Java, Oracle, Agile Methodologies, Perl, XML, SQL, C++, Test Automation, System Testing, UML, Equities, Data Modeling, Sybase, Shell Scripting, Software Project..., Linux, Requirements Analysis, Databases, PL/SQL, Solaris, Trading Systems, DB2, Spring, Unix Shell Scripting, Python, Java Enterprise Edition, Integration, Web Services, TCP/IP, Fixed Income, ClearCase, Market Data, CVS, Programming, SDLC, Testing, Unix
Education
Sri Venkateswara University 1996 — 1999
Master of Computer Applications (M.C.A.)
JPMorgan Chase December 2013 - Present
UBS Investment Bank June 2010 - November 2013
Vanguard May 2007 - May 2010
Oracle April 2006 - May 2007
Cyberwerx November 2003 - March 2006
iNautix Technologies (Pershing LLC) 2001 - 2003
Cybercash May 1999 - June 2001
Skills
Java, Oracle, Agile Methodologies, Perl, XML, SQL, C++, Test Automation, System Testing, UML, Equities, Data Modeling, Sybase, Shell Scripting, Software Project..., Linux, Requirements Analysis, Databases, PL/SQL, Solaris, Trading Systems, DB2, Spring, Unix Shell Scripting, Python, Java Enterprise Edition, Integration, Web Services, TCP/IP, Fixed Income, ClearCase, Market Data, CVS, Programming, SDLC, Testing, Unix
Education
Sri Venkateswara University 1996 — 1999
Master of Computer Applications (M.C.A.)
Justin Scott Justin Scott's Vanguard Experience March 1997 - October 1999
Job President at Scott Communications LLC
Industry Marketing and Advertising
Experience
Scott Communications LLC May 2011 - Present
Dineplex International, LLC May 2011 - March 2015
AMC Theatres May 2007 - May 2011
Cerner Corp. May 2003 - May 2007
Dechert LLP October 2002 - May 2003
Aon Consulting October 1999 - October 2002
Vanguard March 1997 - October 1999
Backpacker Magazine (Rodale Press) February 1995 - March 1997
Running Press (Perseus Books Group) June 1994 - February 1995
Skills
Corporate Communications, Strategic Communications, Public Relations, Media Relations, Internal Communications, Marketing, Marketing Communications, Journalism, Social Media Marketing, Management, Press Releases, Social Media, Marketing Strategy, Crisis Communications, Publicity, Entertainment, Copywriting, Content Development, Integrated Marketing, Newsletters, Digital Marketing, Blogging, Content Strategy, Editing, Reputation Management, Speech Writing, Web Content, New Media, Message Development, Communication Training, Copy Editing, Facebook, News Writing, Content Management, Strategic Planning, Public Speaking, Leadership, Sales, Investor Relations, Investor Relations..., Fundraising, Advertising, Event Planning, Event Management, Email Marketing, Social Networking, Brand Development, Digital Media, Strategy, Online Advertising
Education
Temple University 1993 — 1994
Master's Degree, Journalism
St. Lawrence University 1988 — 1992
Bachelor's Degree, English and Sociology
Canisius High School 1984 — 1988
High School Diploma, Jesuit College Prep
Scott Communications LLC May 2011 - Present
Dineplex International, LLC May 2011 - March 2015
AMC Theatres May 2007 - May 2011
Cerner Corp. May 2003 - May 2007
Dechert LLP October 2002 - May 2003
Aon Consulting October 1999 - October 2002
Vanguard March 1997 - October 1999
Backpacker Magazine (Rodale Press) February 1995 - March 1997
Running Press (Perseus Books Group) June 1994 - February 1995
Skills
Corporate Communications, Strategic Communications, Public Relations, Media Relations, Internal Communications, Marketing, Marketing Communications, Journalism, Social Media Marketing, Management, Press Releases, Social Media, Marketing Strategy, Crisis Communications, Publicity, Entertainment, Copywriting, Content Development, Integrated Marketing, Newsletters, Digital Marketing, Blogging, Content Strategy, Editing, Reputation Management, Speech Writing, Web Content, New Media, Message Development, Communication Training, Copy Editing, Facebook, News Writing, Content Management, Strategic Planning, Public Speaking, Leadership, Sales, Investor Relations, Investor Relations..., Fundraising, Advertising, Event Planning, Event Management, Email Marketing, Social Networking, Brand Development, Digital Media, Strategy, Online Advertising
Education
Temple University 1993 — 1994
Master's Degree, Journalism
St. Lawrence University 1988 — 1992
Bachelor's Degree, English and Sociology
Canisius High School 1984 — 1988
High School Diploma, Jesuit College Prep
Karla Hicks's Vanguard Experience April 2010 - Present
Job Investment Consultant at Vanguard
Industry Financial Services
Experience
Vanguard April 2010 - Present
Saybrook Capital 1994 - 1996
Standard & Poor's 1988 - 1993
Skills
Chartered Financial..., Investments, Equities, Fixed Income, Portfolio Management, Bloomberg, Asset Management, Valuation, Mutual Funds, Financial Modeling, Capital Markets
Education
Sweet Briar College
Bachelor of Arts (B.A.), Economics/ English
Vanguard April 2010 - Present
Saybrook Capital 1994 - 1996
Standard & Poor's 1988 - 1993
Skills
Chartered Financial..., Investments, Equities, Fixed Income, Portfolio Management, Bloomberg, Asset Management, Valuation, Mutual Funds, Financial Modeling, Capital Markets
Education
Sweet Briar College
Bachelor of Arts (B.A.), Economics/ English
Jordan Grater Jordan Grater's Vanguard Experience February 2015 - Present
Job Project Manager at Vanguard
Industry Financial Services
Experience
Vanguard February 2015 - Present
Vanguard August 2012 - February 2015
Vanguard July 2006 - August 2012
Skills
Series 63, Mutual Funds, ETFs, Retirement Planning, Wealth Management, Series 7, General Management, Tax, SharePoint Designer, Investments, CRM, Management, Finance, Series 6, Financial Planning
Education
Susquehanna University 2002 — 2006
B.S, Business Administration; Finance
Vanguard February 2015 - Present
Vanguard August 2012 - February 2015
Vanguard July 2006 - August 2012
Skills
Series 63, Mutual Funds, ETFs, Retirement Planning, Wealth Management, Series 7, General Management, Tax, SharePoint Designer, Investments, CRM, Management, Finance, Series 6, Financial Planning
Education
Susquehanna University 2002 — 2006
B.S, Business Administration; Finance
Helen Cordero-Will Helen Cordero-Will's Vanguard Experience December 2014 - Present
Job Administrative Associate at Vanguard
Industry Financial Services
Experience
Vanguard December 2014 - Present
PH Tool Reference Standards January 2010 - March 2014
Koffel Builders May 2004 - January 2010
Skills
Customer Service, Microsoft Word, Microsoft Excel, Outlook, Microsoft Office, PowerPoint, Teamwork, Editing, New Business Development, Windows, C++, Management, Public Speaking, Budgets, Accounting, Inventory Management, Sales Management, Negotiation, Event Planning, Java, Social Media, Project Management, Event Management, Administrative..., Public Relations, Photoshop, Team Building, English, Research, HTML, AutoCAD, Teaching, Strategic Planning, Retail, Project Planning, Sales, C, SQL, Team Leadership, Lotus Notes
Education
Most Holy Redeemer
Most Holy Redeemer
St. John's University
Bachelor of Science, Communication and Media Studies
Cathedral High School
Vanguard December 2014 - Present
PH Tool Reference Standards January 2010 - March 2014
Koffel Builders May 2004 - January 2010
Skills
Customer Service, Microsoft Word, Microsoft Excel, Outlook, Microsoft Office, PowerPoint, Teamwork, Editing, New Business Development, Windows, C++, Management, Public Speaking, Budgets, Accounting, Inventory Management, Sales Management, Negotiation, Event Planning, Java, Social Media, Project Management, Event Management, Administrative..., Public Relations, Photoshop, Team Building, English, Research, HTML, AutoCAD, Teaching, Strategic Planning, Retail, Project Planning, Sales, C, SQL, Team Leadership, Lotus Notes
Education
Most Holy Redeemer
Most Holy Redeemer
St. John's University
Bachelor of Science, Communication and Media Studies
Cathedral High School
Venugopal K's Vanguard Experience August 2014 - Present
Job Senior Developer at Vanguard
Industry Information Technology and Services
Experience
Vanguard August 2014 - Present
Tata Consultancy Services June 2010 - July 2014
HCL Technologies Ltd July 2006 - June 2010
Skills
Liferay, Java, Java Enterprise Edition, XML, Web Services, JavaScript, JSP, Hibernate, Spring, Unix, Core Java, Struts, Servlets, SDLC, jQuery, Requirements Analysis, Spring Framework, Agile Methodologies, REST, Maven, JBoss EAP, Tomcat
Education
Sri Venkateswara University 2003 — 2006
Master's Degree, Computer Applications, Distinction
Sri Vidyanikethan Degree College 2000 — 2003
Did my Bachelor Degree, Computer Science
Vanguard August 2014 - Present
Tata Consultancy Services June 2010 - July 2014
HCL Technologies Ltd July 2006 - June 2010
Skills
Liferay, Java, Java Enterprise Edition, XML, Web Services, JavaScript, JSP, Hibernate, Spring, Unix, Core Java, Struts, Servlets, SDLC, jQuery, Requirements Analysis, Spring Framework, Agile Methodologies, REST, Maven, JBoss EAP, Tomcat
Education
Sri Venkateswara University 2003 — 2006
Master's Degree, Computer Applications, Distinction
Sri Vidyanikethan Degree College 2000 — 2003
Did my Bachelor Degree, Computer Science
Bill Mancini Bill Mancini's Vanguard Experience July 2014 - Present
Job Retirement Plan Specialist at Vanguard
Industry Maritime
Experience
Vanguard July 2014 - Present
Susquehanna University August 2010 - May 2014
Penn Liberty Bank June 2013 - January 2014
GIOBA Education January 2013 - March 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Public Speaking, Research, Social Media, Facebook, Teamwork, Event Planning, Time Management, Customer Service, Photoshop, Outlook, Access, Public Relations, Editing
Education
Susquehanna University 2010 — 2014
Bachelor of Science (B.S.), Business Administration and Management, General
Sigmund Weis School of Business London Program 2013 — 2013
International Business, Study Abroad Program
St. Joseph's Prep (Philadelphia, PA) 2006 — 2010
Diploma
Vanguard July 2014 - Present
Susquehanna University August 2010 - May 2014
Penn Liberty Bank June 2013 - January 2014
GIOBA Education January 2013 - March 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Public Speaking, Research, Social Media, Facebook, Teamwork, Event Planning, Time Management, Customer Service, Photoshop, Outlook, Access, Public Relations, Editing
Education
Susquehanna University 2010 — 2014
Bachelor of Science (B.S.), Business Administration and Management, General
Sigmund Weis School of Business London Program 2013 — 2013
International Business, Study Abroad Program
St. Joseph's Prep (Philadelphia, PA) 2006 — 2010
Diploma
Lori Meacham Lori Meacham's Vanguard Experience August 2005 - September 2006
Job MetLife Securities
Industry Financial Services
Experience
MetLife August 2014 - Present
MetLife April 2014 - August 2014
LPL 2011 - January 2014
LPL Financial September 2006 - November 2011
Vanguard August 2005 - September 2006
Liberty Mutual Insurance November 2001 - June 2005
The Hartford June 1999 - October 2001
Skills
Customer Service, Series 7, Series 63, Series 6, Retirement, IRAs, Mutual Funds, Securities, Financial Markets, Fixed Annuities, Investments, Options, Retirement Planning, Trading, Equities, Wealth Management, Asset Allocation, Risk Management, Investment Advisory, Financial Services, Alternative Investments, Investment Strategies, Financial Planning, Portfolio Management, Insurance
Education
SUNY 1984 — 1986
Bachelor of Applied Science (B.A.Sc.), Business/Public Management
Central City Business Inst 1980 — 1982
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
State University of New York Institute of Technology at Utica/Rome
Bachelor of Science (B.S.), Business Administration and Management, General
MetLife August 2014 - Present
MetLife April 2014 - August 2014
LPL 2011 - January 2014
LPL Financial September 2006 - November 2011
Vanguard August 2005 - September 2006
Liberty Mutual Insurance November 2001 - June 2005
The Hartford June 1999 - October 2001
Skills
Customer Service, Series 7, Series 63, Series 6, Retirement, IRAs, Mutual Funds, Securities, Financial Markets, Fixed Annuities, Investments, Options, Retirement Planning, Trading, Equities, Wealth Management, Asset Allocation, Risk Management, Investment Advisory, Financial Services, Alternative Investments, Investment Strategies, Financial Planning, Portfolio Management, Insurance
Education
SUNY 1984 — 1986
Bachelor of Applied Science (B.A.Sc.), Business/Public Management
Central City Business Inst 1980 — 1982
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
State University of New York Institute of Technology at Utica/Rome
Bachelor of Science (B.S.), Business Administration and Management, General
Gregory Agle Gregory Agle's Vanguard Experience February 2001 - May 2008
Job Senior Director Business Development Concierge Benefit Service/Affordable Health Care Solutions, Telemedicine
Industry Hospital & Health Care
Experience
Concierge Benefit Services January 2015 - Present
RealTime Clinic December 2014 - Present
TeleMedCare 2013 - September 2014
Arguello, Agle& Associates January 2013 - October 2013
Wavefront Brokerage Services January 2013 - July 2013
US Tele-Medicine 2011 - January 2013
Absolute Mortgage 2011 - 2011
GEA and Associates May 2008 - 2010
Vanguard February 2001 - May 2008
Skills
Program Management, Management, HIPAA, Business Strategy, Strategy, Budgets, Mergers & Acquisitions, Analysis, Risk Management, EMR, Telemedicine, eHealth, Telehealth, Employee Benefits, Business Development, Executive Management, Leadership, Project Management, Financial Analysis, Start-ups, Long-term Care, Operations Management, Business Planning, Remote Patient..., Marketing Strategy, Training, Sales, Sales Management, Negotiation, Research, Cross-functional Team..., Account Management, Customer Service, Entrepreneurship, Product Development, Market Research, Strategic Partnerships, Policy, Organizational..., Vendor Management, Leadership Development, Contract Negotiation, Financial Modeling, Business Process..., Strategic Financial..., Management Consulting, Change Management, Team Leadership, Business Analysis, Competitive Analysis
Education
Syracuse University 1996 — 2000
BS
Portsmouth Abbey
Concierge Benefit Services January 2015 - Present
RealTime Clinic December 2014 - Present
TeleMedCare 2013 - September 2014
Arguello, Agle& Associates January 2013 - October 2013
Wavefront Brokerage Services January 2013 - July 2013
US Tele-Medicine 2011 - January 2013
Absolute Mortgage 2011 - 2011
GEA and Associates May 2008 - 2010
Vanguard February 2001 - May 2008
Skills
Program Management, Management, HIPAA, Business Strategy, Strategy, Budgets, Mergers & Acquisitions, Analysis, Risk Management, EMR, Telemedicine, eHealth, Telehealth, Employee Benefits, Business Development, Executive Management, Leadership, Project Management, Financial Analysis, Start-ups, Long-term Care, Operations Management, Business Planning, Remote Patient..., Marketing Strategy, Training, Sales, Sales Management, Negotiation, Research, Cross-functional Team..., Account Management, Customer Service, Entrepreneurship, Product Development, Market Research, Strategic Partnerships, Policy, Organizational..., Vendor Management, Leadership Development, Contract Negotiation, Financial Modeling, Business Process..., Strategic Financial..., Management Consulting, Change Management, Team Leadership, Business Analysis, Competitive Analysis
Education
Syracuse University 1996 — 2000
BS
Portsmouth Abbey
Adam Strodel Adam Strodel's Vanguard Experience July 2011 - November 2013
Job Investment Associate at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group November 2013 - Present
Vanguard July 2011 - November 2013
Vanguard September 2008 - July 2011
AXA Advisors April 2005 - June 2008
Skills
Mutual Funds, ETFs, Series 63, Investments, Retirement, Retirement Planning, Wealth Management, Strategic Financial..., Asset Management, Equities, Financial Markets, Portfolio Management, Series 6, Series 7, Variable Annuities, Fixed Annuities
Education
Syracuse University 2000 — 2004
Bachelor of Arts (B.A.), Political Science and Government
The Vanguard Group November 2013 - Present
Vanguard July 2011 - November 2013
Vanguard September 2008 - July 2011
AXA Advisors April 2005 - June 2008
Skills
Mutual Funds, ETFs, Series 63, Investments, Retirement, Retirement Planning, Wealth Management, Strategic Financial..., Asset Management, Equities, Financial Markets, Portfolio Management, Series 6, Series 7, Variable Annuities, Fixed Annuities
Education
Syracuse University 2000 — 2004
Bachelor of Arts (B.A.), Political Science and Government
Barry Kipnis Barry Kipnis's Vanguard Experience May 2013 - October 2013
Job Lead Copywriter at MetLife
Industry Writing and Editing
Experience
MetLife June 2014 - Present
Bristol-Myers Squibb December 2013 - June 2014
Vanguard May 2013 - October 2013
Freelance Writer September 2011 - May 2013
MRM Worldwide February 2011 - September 2011
Results Advertising August 2010 - January 2011
ETS (Educational Testing Service) 2008 - 2010
Merrill Lynch 2005 - 2009
JPMorgan Chase June 2006 - October 2006
MultiHousing Professional Magazine 1997 - 2003
Skills
Copywriting, Publishing, Public Relations, Marketing Communications, Advertising, Journalism, Speech Writing, Newsletters, Content Development, Web Content, Direct Mail, Editorial, Creative Development, Social Media, Magazines, Blogging, Writing, SEO, Email Marketing, Online Marketing, Content Strategy, Copy Editing, Adobe Creative Suite, Information Architecture, Press Releases, InDesign, Direct Marketing, Corporate Communications, Dreamweaver, Content Creation, Creative Direction, Creative Writing, Adobe Acrobat, Research, Editing, B2B, QuarkXPress, Content Management, Brochures, Internal Communications, Photoshop, Strategic Communications, PowerPoint, Proofreading, Online Advertising, Digital Marketing, Digital Media, Creative Strategy, Marketing Copy, CMS
Education
State University of New York at New Paltz
B.A., English, Communications, Journalism
MetLife June 2014 - Present
Bristol-Myers Squibb December 2013 - June 2014
Vanguard May 2013 - October 2013
Freelance Writer September 2011 - May 2013
MRM Worldwide February 2011 - September 2011
Results Advertising August 2010 - January 2011
ETS (Educational Testing Service) 2008 - 2010
Merrill Lynch 2005 - 2009
JPMorgan Chase June 2006 - October 2006
MultiHousing Professional Magazine 1997 - 2003
Skills
Copywriting, Publishing, Public Relations, Marketing Communications, Advertising, Journalism, Speech Writing, Newsletters, Content Development, Web Content, Direct Mail, Editorial, Creative Development, Social Media, Magazines, Blogging, Writing, SEO, Email Marketing, Online Marketing, Content Strategy, Copy Editing, Adobe Creative Suite, Information Architecture, Press Releases, InDesign, Direct Marketing, Corporate Communications, Dreamweaver, Content Creation, Creative Direction, Creative Writing, Adobe Acrobat, Research, Editing, B2B, QuarkXPress, Content Management, Brochures, Internal Communications, Photoshop, Strategic Communications, PowerPoint, Proofreading, Online Advertising, Digital Marketing, Digital Media, Creative Strategy, Marketing Copy, CMS
Education
State University of New York at New Paltz
B.A., English, Communications, Journalism
Thomas Goas Thomas Goas's Vanguard Experience July 2008 - April 2014
Job Assistant Vice President at Lincoln Financial
Industry Financial Services
Experience
Lincoln Financial Group May 2014 - Present
Vanguard July 2008 - April 2014
Vanguard November 2007 - July 2008
Vanguard June 2001 - November 2007
Retail Bank Services March 1999 - June 2001
MBNA America February 1997 - March 1999
MBNA America March 1996 - February 1997
Norwest Financial June 1995 - March 1996
Skills
Series 7, Series 63, Series 24, Green Belt, Operations Management, Sales, Mutual Funds, Securities, Investment Management, ETFs, Operational Excellence, Business Process..., Business Development, Strategic Planning, Retirement, Finance, Leadership
Education
Susquehanna University
Bachelor of Science, Business Administration and Finance
Villanova University
Masters of Business Administration, Finance concentration
Lincoln Financial Group May 2014 - Present
Vanguard July 2008 - April 2014
Vanguard November 2007 - July 2008
Vanguard June 2001 - November 2007
Retail Bank Services March 1999 - June 2001
MBNA America February 1997 - March 1999
MBNA America March 1996 - February 1997
Norwest Financial June 1995 - March 1996
Skills
Series 7, Series 63, Series 24, Green Belt, Operations Management, Sales, Mutual Funds, Securities, Investment Management, ETFs, Operational Excellence, Business Process..., Business Development, Strategic Planning, Retirement, Finance, Leadership
Education
Susquehanna University
Bachelor of Science, Business Administration and Finance
Villanova University
Masters of Business Administration, Finance concentration
Guang Zheng's Vanguard Experience March 2014 - Present
Job Software Developer
Industry Financial Services
Experience
Vanguard March 2014 - Present
Vanguard June 2012 - February 2014
Skills
Microsoft Office, Unix, JavaScript, Control-M, jQuery UI, HTML, CSS
Education
Syracuse University 2008 — 2012
Bachelor's degree, Information Technology, 3.4
HS for dual language and asian studies 2004 — 2008
Vanguard March 2014 - Present
Vanguard June 2012 - February 2014
Skills
Microsoft Office, Unix, JavaScript, Control-M, jQuery UI, HTML, CSS
Education
Syracuse University 2008 — 2012
Bachelor's degree, Information Technology, 3.4
HS for dual language and asian studies 2004 — 2008
Jagan D Jagan D's Vanguard Experience August 2011 - April 2014
Job Oracle BI Consultant at Cigna
Industry Information Technology and Services
Experience
Cigna February 2015 - Present
IHG - InterContinental Hotels Group May 2014 - January 2015
Vanguard August 2011 - April 2014
PNC April 2010 - July 2011
USS August 2008 - March 2010
Skills
OBIEE, Oracle, ODI, PL/SQL, Data Warehousing, ETL, Informatica, Performance Tuning, Oracle E-Business Suite, Database Administration, Data Modeling, Unix Shell Scripting, Oracle Reports, Oracle SQL, Oracle Enterprise..., Oracle Discoverer, ETL Tools, Oracle Applications
Education
Stevens Institute of Technology
Master's degree, Computer Engineering
Anna University
Bachelor's degree
Cigna February 2015 - Present
IHG - InterContinental Hotels Group May 2014 - January 2015
Vanguard August 2011 - April 2014
PNC April 2010 - July 2011
USS August 2008 - March 2010
Skills
OBIEE, Oracle, ODI, PL/SQL, Data Warehousing, ETL, Informatica, Performance Tuning, Oracle E-Business Suite, Database Administration, Data Modeling, Unix Shell Scripting, Oracle Reports, Oracle SQL, Oracle Enterprise..., Oracle Discoverer, ETL Tools, Oracle Applications
Education
Stevens Institute of Technology
Master's degree, Computer Engineering
Anna University
Bachelor's degree
Lindsey Damberg Lindsey Damberg's Vanguard Experience August 2015 - Present
Job
Industry Health, Wellness and Fitness
Experience
Vanguard August 2015 - Present
Vanguard through Randstad October 2014 - Present
WellTrail January 2014 - Present
Your Healthiest You 2013 - 2013
Your Healthiest You 2013 - 2013
Skills
PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Customer Service
Education
Syracuse University 2010 — 2014
Bachelor of Science (B.S.), Public Health
Vanguard August 2015 - Present
Vanguard through Randstad October 2014 - Present
WellTrail January 2014 - Present
Your Healthiest You 2013 - 2013
Your Healthiest You 2013 - 2013
Skills
PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Customer Service
Education
Syracuse University 2010 — 2014
Bachelor of Science (B.S.), Public Health
Christian Davis's Vanguard Experience February 2008 - November 2008
Job AVP, Business Development LPL Financial
Industry Financial Services
Experience
LPL Financial April 2012 - Present
Pacer Financial February 2009 - March 2012
Vanguard February 2008 - November 2008
Baar Products, Inc. October 2006 - February 2008
Skills
Direct Sales, Sales Management, Territory Analysis, Series 7, Mutual Funds, Retirement Planning, Series 63, Wealth Management, Strategic Financial..., Investments, Retirement, 401k, Fixed Annuities, Investment Advisory, Asset Allocation, Equities, Analysis, Financial Planning, Financial Advisory
Education
Richard Stockton College of New Jersey
BS
The Peddie School
LPL Financial April 2012 - Present
Pacer Financial February 2009 - March 2012
Vanguard February 2008 - November 2008
Baar Products, Inc. October 2006 - February 2008
Skills
Direct Sales, Sales Management, Territory Analysis, Series 7, Mutual Funds, Retirement Planning, Series 63, Wealth Management, Strategic Financial..., Investments, Retirement, 401k, Fixed Annuities, Investment Advisory, Asset Allocation, Equities, Analysis, Financial Planning, Financial Advisory
Education
Richard Stockton College of New Jersey
BS
The Peddie School
Roxanne Duquesnay's Vanguard Experience June 2013 — November 2014
Job AIS Fund Administrator at State Street Corporation
Industry Investment Management
Experience
State Street December 2014 — July 2016
Vanguard June 2013 — November 2014
Mella Business Consultants, Inc. June 2012 — May 2013
Davis Wright Tremaine LLP June 2008 — August 2008
Skills
Public Speaking, Customer Satisfaction, Word, PowerPoint, Spreadsheets, Leadership Development, Access, Microsoft Excel, Microsoft Word, Microsoft Office, Account Reconciliation, Financial Reporting, Finance, Financial Analysis, Financial Accounting, Team Building, Budgets, Customer Service, Accounting, Time Management
Education
State University of New York College at Old Westbury 2008 — 2013
Bachelor's Degree of Science, Accounting
State University of New York College at Old Westbury 2008 — 2013
Bachelor of Science (B.S.), Accounting
State Street December 2014 — July 2016
Vanguard June 2013 — November 2014
Mella Business Consultants, Inc. June 2012 — May 2013
Davis Wright Tremaine LLP June 2008 — August 2008
Skills
Public Speaking, Customer Satisfaction, Word, PowerPoint, Spreadsheets, Leadership Development, Access, Microsoft Excel, Microsoft Word, Microsoft Office, Account Reconciliation, Financial Reporting, Finance, Financial Analysis, Financial Accounting, Team Building, Budgets, Customer Service, Accounting, Time Management
Education
State University of New York College at Old Westbury 2008 — 2013
Bachelor's Degree of Science, Accounting
State University of New York College at Old Westbury 2008 — 2013
Bachelor of Science (B.S.), Accounting
Daniel Gates Daniel Gates's Vanguard Experience September 2008 - April 2010
Job Senior Marketing Specialist at FedEx Services
Industry Transportation/Trucking/Railroad
Experience
FedEx Services September 2015 - Present
FedEx June 2013 - September 2015
Wepwo 2014 - July 2015
Fogelman College of Business, University of Memphis August 2011 - May 2013
FedEx August 2011 - May 2013
The Vanguard Group April 2010 - July 2011
Vanguard September 2008 - April 2010
Skills
Microsoft Excel, Microsoft Office, Marketing, Customer Service, Product Marketing, Segmentation, E-commerce, Retail, PowerPoint, Market Research, Microsoft Word, Social Media, Marketing Strategy, Outlook, Leadership, Public Speaking, Team Leadership, Research, Social Media Marketing
Education
The University of Memphis 2011 — 2013
Master of Business Administration (M.B.A.)
Susquehanna University 2004 — 2008
Business Admin, Marketing and Finance
Susquehanna University 2004 — 2008
BS, Marketing and Finance
FedEx Services September 2015 - Present
FedEx June 2013 - September 2015
Wepwo 2014 - July 2015
Fogelman College of Business, University of Memphis August 2011 - May 2013
FedEx August 2011 - May 2013
The Vanguard Group April 2010 - July 2011
Vanguard September 2008 - April 2010
Skills
Microsoft Excel, Microsoft Office, Marketing, Customer Service, Product Marketing, Segmentation, E-commerce, Retail, PowerPoint, Market Research, Microsoft Word, Social Media, Marketing Strategy, Outlook, Leadership, Public Speaking, Team Leadership, Research, Social Media Marketing
Education
The University of Memphis 2011 — 2013
Master of Business Administration (M.B.A.)
Susquehanna University 2004 — 2008
Business Admin, Marketing and Finance
Susquehanna University 2004 — 2008
BS, Marketing and Finance
Karun Appapogu's Vanguard Experience January 2013 - Present
Job
Industry Financial Services
Experience
Vanguard January 2013 - Present
Vanguard January 2012 - Present
Vanguard January 2008 - Present
The Vanguard Group December 2000 - Present
Skills
Vendor Management, Strategic Planning, Business Analysis, Strategy, IT Strategy, Business Intelligence, Business Strategy, Marketing, Project Management, Architectures, Enterprise Architecture, Integration, Software Project..., Product Management, B2B, IT Management, E-commerce, New Business Development, Management Consulting, Project Planning, Cloud Computing, Risk Management, Leadership, Requirements Analysis, Cross-functional Team..., Analysis, Competitive Analysis, Agile Project Management, Business Development, Architecture, Outsourcing, Analytics, Program Management, Change Management, Financial Services, SDLC, Agile Methodologies, Business Process..., Management, SaaS, Consulting, Software Development, Project Portfolio..., Marketing Strategy, Online Advertising
Education
University of Pennsylvania 2004 — 2008
EMTM
Sri Venkateswara University 1988 — 1992
B.Tech
Govt Jr. College
Vanguard January 2013 - Present
Vanguard January 2012 - Present
Vanguard January 2008 - Present
The Vanguard Group December 2000 - Present
Skills
Vendor Management, Strategic Planning, Business Analysis, Strategy, IT Strategy, Business Intelligence, Business Strategy, Marketing, Project Management, Architectures, Enterprise Architecture, Integration, Software Project..., Product Management, B2B, IT Management, E-commerce, New Business Development, Management Consulting, Project Planning, Cloud Computing, Risk Management, Leadership, Requirements Analysis, Cross-functional Team..., Analysis, Competitive Analysis, Agile Project Management, Business Development, Architecture, Outsourcing, Analytics, Program Management, Change Management, Financial Services, SDLC, Agile Methodologies, Business Process..., Management, SaaS, Consulting, Software Development, Project Portfolio..., Marketing Strategy, Online Advertising
Education
University of Pennsylvania 2004 — 2008
EMTM
Sri Venkateswara University 1988 — 1992
B.Tech
Govt Jr. College
Gregg Casino's Vanguard Experience May 2004 - August 2004
Job
Industry Hospital & Health Care
Experience
Highmark Health July 2015 - Present
GENCO August 2014 - June 2015
Accelero Health Partners March 2008 - May 2014
Establish Inc February 2007 - March 2008
PwC July 2005 - February 2007
Vanguard May 2004 - August 2004
Veraction September 1999 - September 2003
Ryder Supply Chain Solutions March 1998 - September 1999
Ferguson Enterprises June 1997 - March 1998
Skills
Project Management, Supply Chain Management, Strategy, Leadership, Management, Business Development, Process Improvement, Business Process..., Business Analysis, Strategic Planning, Change Management, Logistics Management, Consulting, Marketing Strategy, Mergers & Acquisitions, CRM, Software Project..., Finance, Operational Excellence, Business Strategy, Business Intelligence, Healthcare Consulting, Healthcare Industry, Lean Tools, Mergers, Business Process, Product Development, Management Consulting, Healthcare, Business Transformation, Business Planning, Supply Chain, Kaizen, Lean Thinking, Healthcare Management, Process Optimization, Cross-functional Team..., Analysis, Operations Management, Team Building, Six Sigma
Education
University of Notre Dame - Mendoza College of Business 2003 — 2005
Master of Business Administration (MBA), Finance, General
Syracuse University, School of Management
B.S, Operations Management
Kennedy Christian High School
Diploma, High School/Secondary Diplomas and Certificates
Syracuse University
United States Military Academy at West Point
Highmark Health July 2015 - Present
GENCO August 2014 - June 2015
Accelero Health Partners March 2008 - May 2014
Establish Inc February 2007 - March 2008
PwC July 2005 - February 2007
Vanguard May 2004 - August 2004
Veraction September 1999 - September 2003
Ryder Supply Chain Solutions March 1998 - September 1999
Ferguson Enterprises June 1997 - March 1998
Skills
Project Management, Supply Chain Management, Strategy, Leadership, Management, Business Development, Process Improvement, Business Process..., Business Analysis, Strategic Planning, Change Management, Logistics Management, Consulting, Marketing Strategy, Mergers & Acquisitions, CRM, Software Project..., Finance, Operational Excellence, Business Strategy, Business Intelligence, Healthcare Consulting, Healthcare Industry, Lean Tools, Mergers, Business Process, Product Development, Management Consulting, Healthcare, Business Transformation, Business Planning, Supply Chain, Kaizen, Lean Thinking, Healthcare Management, Process Optimization, Cross-functional Team..., Analysis, Operations Management, Team Building, Six Sigma
Education
University of Notre Dame - Mendoza College of Business 2003 — 2005
Master of Business Administration (MBA), Finance, General
Syracuse University, School of Management
B.S, Operations Management
Kennedy Christian High School
Diploma, High School/Secondary Diplomas and Certificates
Syracuse University
United States Military Academy at West Point
Heath Borders, CFA's Vanguard Experience October 2005 - September 2010
Job Assistant Vice President Analyst Relationship Manager at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds September 2010 - Present
Vanguard October 2005 - September 2010
Vanguard August 2004 - October 2005
Education
Villanova University 2006 — 2010
MBA, Business
Syracuse University - Martin J. Whitman School of Management 1999 — 2003
Bachelor of Science, Finance
OppenheimerFunds September 2010 - Present
Vanguard October 2005 - September 2010
Vanguard August 2004 - October 2005
Education
Villanova University 2006 — 2010
MBA, Business
Syracuse University - Martin J. Whitman School of Management 1999 — 2003
Bachelor of Science, Finance
Brian Burnheter's Vanguard Experience May 2014 - Present
Job Sr. Engagement Manager Organization Consulting Services at Vanguard
Industry Financial Services
Experience
Vanguard May 2014 - Present
LiquidHub January 2014 - May 2014
Booz & Company March 2013 - December 2013
Booz & Company March 2010 - February 2013
Booz & Company September 2007 - February 2010
Deloitte Consulting June 2006 - August 2006
Illinois Office of Management and Budget June 2005 - August 2005
Swarthmore College August 2002 - July 2004
Denison University July 2001 - July 2002
Education
The University of Chicago Booth School of Business 2005 — 2007
MBA, Organizational Behavior; Strategy; Finance
University of Chicago - Harris School of Public Policy 2004 — 2007
MPP, Public Policy
Swarthmore College 1997 — 2001
BA, Political Science and German
Vanguard May 2014 - Present
LiquidHub January 2014 - May 2014
Booz & Company March 2013 - December 2013
Booz & Company March 2010 - February 2013
Booz & Company September 2007 - February 2010
Deloitte Consulting June 2006 - August 2006
Illinois Office of Management and Budget June 2005 - August 2005
Swarthmore College August 2002 - July 2004
Denison University July 2001 - July 2002
Education
The University of Chicago Booth School of Business 2005 — 2007
MBA, Organizational Behavior; Strategy; Finance
University of Chicago - Harris School of Public Policy 2004 — 2007
MPP, Public Policy
Swarthmore College 1997 — 2001
BA, Political Science and German
Dave Tollefson's Vanguard Experience 1999 - 2001
Job Consultant at Ciber, Inc.
Industry Information Technology and Services
Experience
CIBER, Inc. 2006 - Present
Nokia (formerly NAVTEQ, formerly Traffic.com) 2009 - 2012
Chester County DCIS 2007 - 2008
Independence Blue Cross 2004 - 2006
QA Associates 2002 - 2004
Devon Consulting 1998 - 2002
Vanguard 1999 - 2001
Tangram Enterprise Solutions ('merged' with Rabbit) 1993 - 1998
Rabbit Software Corporation 1982 - 1998
Skills
Agile Methodologies, SDLC, Software Project..., Scrum, Quality Assurance, Kanban, Testing, Process Improvement, Project Management, Software Development..., Software Quality..., MS Project, Requirements Analysis, JIRA, Java, Spring, Agile Project Management
Education
Syracuse University 1974 — 1977
CIBER, Inc. 2006 - Present
Nokia (formerly NAVTEQ, formerly Traffic.com) 2009 - 2012
Chester County DCIS 2007 - 2008
Independence Blue Cross 2004 - 2006
QA Associates 2002 - 2004
Devon Consulting 1998 - 2002
Vanguard 1999 - 2001
Tangram Enterprise Solutions ('merged' with Rabbit) 1993 - 1998
Rabbit Software Corporation 1982 - 1998
Skills
Agile Methodologies, SDLC, Software Project..., Scrum, Quality Assurance, Kanban, Testing, Process Improvement, Project Management, Software Development..., Software Quality..., MS Project, Requirements Analysis, JIRA, Java, Spring, Agile Project Management
Education
Syracuse University 1974 — 1977
Rachel Tomblin's Vanguard Experience September 2004 - July 2008
Job Relationship Manager
Industry Financial Services
Experience
Fidelity Investments August 2011 - Present
UBS July 2008 - July 2011
Vanguard September 2004 - July 2008
Mitchell & Company February 2002 - April 2004
Skills
Retirement, Finance, Investments, Insurance, Mutual Funds, Financial Services, Financial Planning, Portfolio Management, Wealth Management, Customer Service
Education
Strayer University 2004 — 2005
MBA, Management
Virginia Polytechnic Institute and State University 1997 — 2001
BS, Pschology/Sociology
Fidelity Investments August 2011 - Present
UBS July 2008 - July 2011
Vanguard September 2004 - July 2008
Mitchell & Company February 2002 - April 2004
Skills
Retirement, Finance, Investments, Insurance, Mutual Funds, Financial Services, Financial Planning, Portfolio Management, Wealth Management, Customer Service
Education
Strayer University 2004 — 2005
MBA, Management
Virginia Polytechnic Institute and State University 1997 — 2001
BS, Pschology/Sociology
Barry Brinker's Vanguard Experience 1997 - 2011
Job Cost Management Editor, Journal of Corporate Accounting & Finance
Industry Publishing
Experience
John Wiley and Sons 1997 - Present
The Vanguard Group March 1997 - April 2011
Vanguard 1997 - 2011
Warren, Gorham & Lamont 1986 - 1997
Matthew Bender 1984 - 1986
Arthur Andersen & Co. 1982 - 1984
Skills
Copywriting, Newsletters, Editing, Publications, Proofreading, Editorial, Publishing, Books, Freelance Writing, Strategic Planning, Content Development, Copy Editing, Online Publishing, Content Strategy, Marketing, Content Management, Financial Modeling, Feature Articles, Research
Education
UCLA Anderson School of Management 1980 — 1982
Stanford University
John Wiley and Sons 1997 - Present
The Vanguard Group March 1997 - April 2011
Vanguard 1997 - 2011
Warren, Gorham & Lamont 1986 - 1997
Matthew Bender 1984 - 1986
Arthur Andersen & Co. 1982 - 1984
Skills
Copywriting, Newsletters, Editing, Publications, Proofreading, Editorial, Publishing, Books, Freelance Writing, Strategic Planning, Content Development, Copy Editing, Online Publishing, Content Strategy, Marketing, Content Management, Financial Modeling, Feature Articles, Research
Education
UCLA Anderson School of Management 1980 — 1982
Stanford University
Jason Travis's Vanguard Experience April 2012 - Present
Job Telecommunications Engineer at Vanguard
Industry Financial Services
Experience
Vanguard April 2012 - Present
Vanguard January 2010 - April 2012
Vanguard July 2008 - January 2010
Network Technician June 2006 - May 2008
UBS June 2007 - August 2007
Cisco Systems August 2006 - January 2007
Skills
Networking, Linux, 2800 Series, CCNA, Windows, Visio, Microsoft Office, Microsoft Excel, Troubleshooting, Network Administration, Network Architecture, Hardware, Telecommunications, Data Center, Firewalls, Disaster Recovery
Education
Stevens Institute of Technology 2004 — 2008
Master of Engineering, Networked Information Systems
Stevens Institute of Technology 2003 — 2008
Bachlelor of Engineering, Computer Engineering
Vanguard April 2012 - Present
Vanguard January 2010 - April 2012
Vanguard July 2008 - January 2010
Network Technician June 2006 - May 2008
UBS June 2007 - August 2007
Cisco Systems August 2006 - January 2007
Skills
Networking, Linux, 2800 Series, CCNA, Windows, Visio, Microsoft Office, Microsoft Excel, Troubleshooting, Network Administration, Network Architecture, Hardware, Telecommunications, Data Center, Firewalls, Disaster Recovery
Education
Stevens Institute of Technology 2004 — 2008
Master of Engineering, Networked Information Systems
Stevens Institute of Technology 2003 — 2008
Bachlelor of Engineering, Computer Engineering
Ari Gabinet's Vanguard Experience November 2005 - April 2010
Job EVP, General Counsel at OppenheimerFunds, Inc.
Industry Financial Services
Experience
OppenheimerFunds, Inc. April 2010 - Present
Vanguard November 2005 - April 2010
The Vanguard Group November 2005 - April 2010
SEC -- Philadelphia Office January 2003 - October 2005
US Securities and Exchange Commission 2002 - 2005
Dechert LLP June 1985 - December 2002
Willkie Farr & Gallagher August 1982 - June 1985
Skills
Mutual Funds, Hedge Funds, Mergers & Acquisitions, Securities Regulation, Investments, Mergers, Legal Research, Securities, Investment Management, Mediation, Trials, Commercial Litigation, Corporate Law, Corporate Finance, Intellectual Property, Leadership, Fraud, Corporate Governance, Litigation, Bankruptcy, Arbitration
Education
University of Pennsylvania Law School 1979 — 1982
JD, Law
Swarthmore College 1975 — 1979
BA, Philosophy, English
OppenheimerFunds, Inc. April 2010 - Present
Vanguard November 2005 - April 2010
The Vanguard Group November 2005 - April 2010
SEC -- Philadelphia Office January 2003 - October 2005
US Securities and Exchange Commission 2002 - 2005
Dechert LLP June 1985 - December 2002
Willkie Farr & Gallagher August 1982 - June 1985
Skills
Mutual Funds, Hedge Funds, Mergers & Acquisitions, Securities Regulation, Investments, Mergers, Legal Research, Securities, Investment Management, Mediation, Trials, Commercial Litigation, Corporate Law, Corporate Finance, Intellectual Property, Leadership, Fraud, Corporate Governance, Litigation, Bankruptcy, Arbitration
Education
University of Pennsylvania Law School 1979 — 1982
JD, Law
Swarthmore College 1975 — 1979
BA, Philosophy, English
Erica McCann's Vanguard Experience February 2000 - January 2003
Job Manager of Portfolio Reporting, Loan Programs Office, Portfolio Management Division at U.S. Department of Energy
Industry Financial Services
Experience
U.S. Department of Energy July 2015 - Present
U.S. Department of Transportation September 2014 - July 2015
Jones Lang LaSalle September 2012 - December 2013
Fannie Mae April 2010 - September 2012
Fannie Mae January 2006 - April 2010
Fannie Mae July 2005 - January 2006
Hildebrandt International April 2004 - July 2005
Vanguard February 2000 - January 2003
Vanguard August 1999 - February 2000
Skills
Capital Markets, Portfolio Management, Credit, Bonds, Financial Risk, Asset Allocation, Financial Modeling, Fixed Income, Financial Analysis, Credit Analysis, Credit Risk, Asset Managment, Risk Management, Structured Finance, Valuation, Bloomberg, Asset Management, Loans, Investment Banking, Investments
Education
Virginia Polytechnic Institute and State University 2015 — 2017
Master's Degree, City/Urban, Community and Regional Planning
Villanova University 2001 — 2003
M.B.A, Finance
Susquehanna University 1995 — 1999
B.S, Business Administration and Spanish
International Education for Students 1998 — 1998
Spanish Language and Literature
U.S. Department of Energy July 2015 - Present
U.S. Department of Transportation September 2014 - July 2015
Jones Lang LaSalle September 2012 - December 2013
Fannie Mae April 2010 - September 2012
Fannie Mae January 2006 - April 2010
Fannie Mae July 2005 - January 2006
Hildebrandt International April 2004 - July 2005
Vanguard February 2000 - January 2003
Vanguard August 1999 - February 2000
Skills
Capital Markets, Portfolio Management, Credit, Bonds, Financial Risk, Asset Allocation, Financial Modeling, Fixed Income, Financial Analysis, Credit Analysis, Credit Risk, Asset Managment, Risk Management, Structured Finance, Valuation, Bloomberg, Asset Management, Loans, Investment Banking, Investments
Education
Virginia Polytechnic Institute and State University 2015 — 2017
Master's Degree, City/Urban, Community and Regional Planning
Villanova University 2001 — 2003
M.B.A, Finance
Susquehanna University 1995 — 1999
B.S, Business Administration and Spanish
International Education for Students 1998 — 1998
Spanish Language and Literature
Brian McCreadie's Vanguard Experience January 2013 - Present
Job Project Manager at Vanguard
Industry Computer Software
Experience
Vanguard January 2013 - Present
Vanguard January 2011 - January 2013
Vanguard November 2000 - December 2011
CDNow 1998 - 2000
N2K 1994 - 1997
Rabbit Software 1992 - 1994
Computer Science Corporation 1989 - 1992
Unisys 1983 - 1989
Skills
Software Project..., SDLC, IT Strategy, Project Management, Software Development, Requirements Analysis, Team Leadership, Unix, Pivot Tables, Minitab, SQL, Microsoft Excel, SharePoint, Six Sigma, Software Engineering, Visio, Enterprise Architecture, Process Improvement, Business Analysis, Agile Methodologies
Education
State University of New York at Oswego 1980 — 1983
BA, Computer Science
Tri-State University 1978 — 1980
Electrical Engineering
Vanguard January 2013 - Present
Vanguard January 2011 - January 2013
Vanguard November 2000 - December 2011
CDNow 1998 - 2000
N2K 1994 - 1997
Rabbit Software 1992 - 1994
Computer Science Corporation 1989 - 1992
Unisys 1983 - 1989
Skills
Software Project..., SDLC, IT Strategy, Project Management, Software Development, Requirements Analysis, Team Leadership, Unix, Pivot Tables, Minitab, SQL, Microsoft Excel, SharePoint, Six Sigma, Software Engineering, Visio, Enterprise Architecture, Process Improvement, Business Analysis, Agile Methodologies
Education
State University of New York at Oswego 1980 — 1983
BA, Computer Science
Tri-State University 1978 — 1980
Electrical Engineering
Greg Ratz's Vanguard Experience December 2004 - July 2007
Job HRIS Manager
Industry Legal Services
Experience
Cozen O'Connor November 2013 - Present
Fox Rothschild LLP July 2007 - November 2013
Vanguard December 2004 - July 2007
Alliance Consulting January 2004 - December 2004
Towers Watson July 2000 - January 2004
Emerson Electric Co. July 1999 - June 2000
The Vineland Training School January 1995 - January 1998
Skills
Business Intelligence, SQL, Access, SaaS, HRIS, Human Resources, Microsoft Excel, Kronos, Onboarding, Performance Management, Time Management, Leadership, Employee Relations, Project Management, Ultimate Software..., ADP Human Resources..., Employee & Manager Self..., Recruiting and On..., Time Management Systems, Oracle, Unix, Excel, HRMS, Kronos Workforce Central
Education
Richard Stockton College of New Jersey 1992 — 1995
BA
Cozen O'Connor November 2013 - Present
Fox Rothschild LLP July 2007 - November 2013
Vanguard December 2004 - July 2007
Alliance Consulting January 2004 - December 2004
Towers Watson July 2000 - January 2004
Emerson Electric Co. July 1999 - June 2000
The Vineland Training School January 1995 - January 1998
Skills
Business Intelligence, SQL, Access, SaaS, HRIS, Human Resources, Microsoft Excel, Kronos, Onboarding, Performance Management, Time Management, Leadership, Employee Relations, Project Management, Ultimate Software..., ADP Human Resources..., Employee & Manager Self..., Recruiting and On..., Time Management Systems, Oracle, Unix, Excel, HRMS, Kronos Workforce Central
Education
Richard Stockton College of New Jersey 1992 — 1995
BA
Brad Sacco, CFP®'s Vanguard Experience 2010 - Present
Job Flagship Select Client Manager, Vanguard
Industry Financial Services
Experience
Vanguard 2010 - Present
Vanguard April 2007 - 2010
Vanguard April 2006 - April 2007
Skills
Series 7, Series 63, Series 24, Series 53, CFP
Education
University of North Carolina at Charlotte - Belk College of Business 2002 — 2004
MBA, Finance
State University of New York College at Buffalo 1995 — 1999
BA, Biology
Vanguard 2010 - Present
Vanguard April 2007 - 2010
Vanguard April 2006 - April 2007
Skills
Series 7, Series 63, Series 24, Series 53, CFP
Education
University of North Carolina at Charlotte - Belk College of Business 2002 — 2004
MBA, Finance
State University of New York College at Buffalo 1995 — 1999
BA, Biology
Scott Schweppe MSEd, BA's Vanguard Experience December 1993 - March 2004
Job Epic Instructional Design and Training Consultant
Industry Hospital & Health Care
Experience
Consultant for Maine Medical July 2015 - August 2015
Consultant for CHI St. Luke's Health October 2014 - June 2015
Blue Tree Consulting 2007 - 2015
Blue Tree Consulting 2007 - 2015
Blue Tree Consulting 2007 - 2015
The Childrens Hospital of Philadelphia September 2009 - September 2014
Nemours October 2007 - March 2009
Eastern University April 2005 - October 2007
Chester County Intermediate Unit September 2004 - April 2005
Vanguard December 1993 - March 2004
Skills
Epic Systems, Healthcare Information..., EMR, Project Management, Microsoft Office, Process Improvement, Data Analysis, Instructional Design, Training, Cerner, Customer Service, Public Speaking, Leadership, Team Building, Databases, ASAP, Epic Radiant, Epic EpicCare Ambulatory, Ambulatory Care, Hospitals, Informatics
Education
Epic Systems Training Center 2007 — 2014
Epic Certification for v2014, Certified in ASAP Emergency, Radiant, EpicCare Ambulatory
Wilkes University 1990 — 1993
MS, Education - Educational Computing
Susquehanna University 1979 — 1983
BA, Political Science, International Studies
Institute fur Europaische Studien, Wien Osterreich 1982 — 1982
Completed, Political Science, German, History
Consultant for Maine Medical July 2015 - August 2015
Consultant for CHI St. Luke's Health October 2014 - June 2015
Blue Tree Consulting 2007 - 2015
Blue Tree Consulting 2007 - 2015
Blue Tree Consulting 2007 - 2015
The Childrens Hospital of Philadelphia September 2009 - September 2014
Nemours October 2007 - March 2009
Eastern University April 2005 - October 2007
Chester County Intermediate Unit September 2004 - April 2005
Vanguard December 1993 - March 2004
Skills
Epic Systems, Healthcare Information..., EMR, Project Management, Microsoft Office, Process Improvement, Data Analysis, Instructional Design, Training, Cerner, Customer Service, Public Speaking, Leadership, Team Building, Databases, ASAP, Epic Radiant, Epic EpicCare Ambulatory, Ambulatory Care, Hospitals, Informatics
Education
Epic Systems Training Center 2007 — 2014
Epic Certification for v2014, Certified in ASAP Emergency, Radiant, EpicCare Ambulatory
Wilkes University 1990 — 1993
MS, Education - Educational Computing
Susquehanna University 1979 — 1983
BA, Political Science, International Studies
Institute fur Europaische Studien, Wien Osterreich 1982 — 1982
Completed, Political Science, German, History
Garnett Horsey's Vanguard Experience November 2005 - May 2008
Job Senior Systems Analyst at Accenture
Industry Computer Software
Experience
Bristol-Myers Squibb, Princeton, New Jersey November 2008 - Present
Accenture 2005 - Present
Sonepar USA May 2008 - November 2008
Vanguard November 2005 - May 2008
IMI 1996 - 2003
Skills
Project Management, Software Project..., Software Development, SDLC, Requirements Analysis, ERP, Java Enterprise Edition, Weblogic, XML, Integration, Business Analysis, Databases, Java, Oracle, Requirements Gathering, SQL, SOA, Enterprise Architecture, Solution Architecture, UML, Software Design, Enterprise Software
Education
Stockton University
BS, Computer Science; Mathematics
Bristol-Myers Squibb, Princeton, New Jersey November 2008 - Present
Accenture 2005 - Present
Sonepar USA May 2008 - November 2008
Vanguard November 2005 - May 2008
IMI 1996 - 2003
Skills
Project Management, Software Project..., Software Development, SDLC, Requirements Analysis, ERP, Java Enterprise Edition, Weblogic, XML, Integration, Business Analysis, Databases, Java, Oracle, Requirements Gathering, SQL, SOA, Enterprise Architecture, Solution Architecture, UML, Software Design, Enterprise Software
Education
Stockton University
BS, Computer Science; Mathematics
Sharita Jackson's Vanguard Experience September 2012 - Present
Job Relationship Manager at Vanguard
Industry Financial Services
Experience
Vanguard September 2012 - Present
Vanguard April 2010 - September 2012
Vanguard April 2007 - April 2010
Vanguard October 2003 - April 2007
Vanguard January 2001 - October 2003
Merrill Lynch September 1999 - September 2001
Merrill Lynch June 1998 - September 1999
Education
Spelman College 1989 — 1992
Bachelor of Arts (B.A.), Economics
University of Essex 1990 — 1990
Study Abroad
Vanguard September 2012 - Present
Vanguard April 2010 - September 2012
Vanguard April 2007 - April 2010
Vanguard October 2003 - April 2007
Vanguard January 2001 - October 2003
Merrill Lynch September 1999 - September 2001
Merrill Lynch June 1998 - September 1999
Education
Spelman College 1989 — 1992
Bachelor of Arts (B.A.), Economics
University of Essex 1990 — 1990
Study Abroad
Barb Bronson's Vanguard Experience September 2004 - Present
Job HR Sourcing and Sr. Talent Specialist at Vanguard
Industry Financial Services
Experience
Vanguard September 2004 - Present
PSEG Nuclear April 1990 - January 2003
Skills
Change Management, Performance Management, Recruiting, Management, New Hire Orientations, Human Resources, Process Improvement, Team Building, Leadership, Interviews, Program Management, Software Documentation, Vendor Management, Sourcing, Employment Law, Power Generation
Education
Harcum College 2003 — 2004
AAS, Veterinary Technology
Syracuse University 1970 — 1975
BA, Economics and History
J.P. McCaskey High School 1967 — 1970
Diploma, College Prep
Vanguard September 2004 - Present
PSEG Nuclear April 1990 - January 2003
Skills
Change Management, Performance Management, Recruiting, Management, New Hire Orientations, Human Resources, Process Improvement, Team Building, Leadership, Interviews, Program Management, Software Documentation, Vendor Management, Sourcing, Employment Law, Power Generation
Education
Harcum College 2003 — 2004
AAS, Veterinary Technology
Syracuse University 1970 — 1975
BA, Economics and History
J.P. McCaskey High School 1967 — 1970
Diploma, College Prep
John McAleer's Vanguard Experience February 2014 - Present
Job Retirement Specialist at Vanguard
Industry Investment Management
Experience
Vanguard February 2014 - Present
Unisys 1999 - 2008
Unisys Corporation 1995 - 1998
Unisys Corporation 1990 - 1994
Burroughs Corporation 1984 - 1987
Skills
Selling Skills, Strategic Planning, Outsourcing, Forecasting, Product Management, CRM, Strategy, Cross-functional Team..., Professional Services, Program Management, Solution Selling, Sales Process, Training, Sales Operations, Process Improvement, Marketing Strategy, Operations Management, Contract Negotiation, Change Management, Team Leadership, Business Development, Sales, Leadership, Business Process..., IT Outsourcing, Marketing, Cloud Computing, Managed Services, Management, Enterprise Software
Education
State University of New York College at Oswego
Bachelor of Arts (B.A.), Mathematics
The University of Connecticut School of Business
MBA, Business - Finance
Vanguard February 2014 - Present
Unisys 1999 - 2008
Unisys Corporation 1995 - 1998
Unisys Corporation 1990 - 1994
Burroughs Corporation 1984 - 1987
Skills
Selling Skills, Strategic Planning, Outsourcing, Forecasting, Product Management, CRM, Strategy, Cross-functional Team..., Professional Services, Program Management, Solution Selling, Sales Process, Training, Sales Operations, Process Improvement, Marketing Strategy, Operations Management, Contract Negotiation, Change Management, Team Leadership, Business Development, Sales, Leadership, Business Process..., IT Outsourcing, Marketing, Cloud Computing, Managed Services, Management, Enterprise Software
Education
State University of New York College at Oswego
Bachelor of Arts (B.A.), Mathematics
The University of Connecticut School of Business
MBA, Business - Finance
Biao Xu's Vanguard Experience June 2013 - Present
Job Contract Developer The Judge Group at Vanguard
Industry Insurance
Experience
The Judge Group June 2013 - Present
Vanguard June 2013 - Present
Makro Tech January 2006 - May 2013
Andesa Services, Inc. May 2011 - April 2013
MDA Lending Solutions October 2010 - May 2011
Andesa Services, Inc. 2009 - September 2010
Aetna, INC. 2007 - 2008
The Hartford 2006 - 2007
Aetna January 2006 - July 2006
Skills
Spring, JUnit, SDLC, Hibernate
Education
St. Cloud State University 2001 — 2003
MS, Computer Science
The Judge Group June 2013 - Present
Vanguard June 2013 - Present
Makro Tech January 2006 - May 2013
Andesa Services, Inc. May 2011 - April 2013
MDA Lending Solutions October 2010 - May 2011
Andesa Services, Inc. 2009 - September 2010
Aetna, INC. 2007 - 2008
The Hartford 2006 - 2007
Aetna January 2006 - July 2006
Skills
Spring, JUnit, SDLC, Hibernate
Education
St. Cloud State University 2001 — 2003
MS, Computer Science
Claudia Golden's Vanguard Experience January 2014 - Present
Job Business Systems Analyst
Industry Financial Services
Experience
Vanguard January 2014 - Present
Vanguard February 2008 - December 2013
Vanguard May 2003 - February 2008
Vanguard June 2000 - April 2003
Vanguard June 1997 - May 2000
Skills
Testing, Requirements Analysis, Agile Methodologies, SDLC, Leadership
Education
Syracuse University 1982 — 1986
Bachelor of Science (BS), Personnel and Industrial Relations
Vanguard January 2014 - Present
Vanguard February 2008 - December 2013
Vanguard May 2003 - February 2008
Vanguard June 2000 - April 2003
Vanguard June 1997 - May 2000
Skills
Testing, Requirements Analysis, Agile Methodologies, SDLC, Leadership
Education
Syracuse University 1982 — 1986
Bachelor of Science (BS), Personnel and Industrial Relations
Michael Angelo, CIMA®'s Vanguard Experience January 2014 - Present
Job Sales Manager FAS Internal Sales
Industry Financial Services
Experience
Vanguard January 2014 - Present
Vanguard August 2013 - March 2014
BlackRock March 2011 - August 2013
Pacer Financial January 2010 - February 2011
Lincoln Financial Distributors December 2007 - April 2009
Lincoln Financial Distributors August 2004 - December 2007
Lincoln Financial Distributors October 2000 - August 2004
Prudential Financial May 2000 - October 2000
Ameriprise Financial Services, Inc. December 1998 - May 2000
Skills
Strategic Planning, Series 7, Series 63, Sales Process, Sales Management, Mutual Funds, Separately Managed..., CIMA, Series 24, ETFs, Asset Allocation, Sales, Uniform Combined State..., FINRA, Investments, Alternative Investments, Series 65, 401k, Series 6, Securities, Investment Strategies, Wealth Management, Retirement Planning, Retirement, Fixed Annuities, Investment Advisory, Investment Management, Financial Services, Fixed Income, Variable Annuities, Equities, Financial Advisory, Hedge Funds, Asset Management, Bonds, Portfolio Management
Education
Susquehanna University 1994 — 1998
BS, Business Administration, Finance
University of London, Birkbeck College 1995 — 1995
Susquehanna University London Program
Athens Area High School 1990 — 1994
Vanguard January 2014 - Present
Vanguard August 2013 - March 2014
BlackRock March 2011 - August 2013
Pacer Financial January 2010 - February 2011
Lincoln Financial Distributors December 2007 - April 2009
Lincoln Financial Distributors August 2004 - December 2007
Lincoln Financial Distributors October 2000 - August 2004
Prudential Financial May 2000 - October 2000
Ameriprise Financial Services, Inc. December 1998 - May 2000
Skills
Strategic Planning, Series 7, Series 63, Sales Process, Sales Management, Mutual Funds, Separately Managed..., CIMA, Series 24, ETFs, Asset Allocation, Sales, Uniform Combined State..., FINRA, Investments, Alternative Investments, Series 65, 401k, Series 6, Securities, Investment Strategies, Wealth Management, Retirement Planning, Retirement, Fixed Annuities, Investment Advisory, Investment Management, Financial Services, Fixed Income, Variable Annuities, Equities, Financial Advisory, Hedge Funds, Asset Management, Bonds, Portfolio Management
Education
Susquehanna University 1994 — 1998
BS, Business Administration, Finance
University of London, Birkbeck College 1995 — 1995
Susquehanna University London Program
Athens Area High School 1990 — 1994
Kerwin Valcin's Vanguard Experience January 2004 - January 2007
Job Business Analyst at Princeton Information Systems (The Guardian Life Insurance CO)
Industry Financial Services
Experience
Princeton Information Systems (The Guardian Life Insurance CO) March 2015 - Present
Rose Glen Advisors, LLC (Formally CMS Companies) April 2012 - March 2015
MetLife December 2009 - April 2012
Independence Blue Cross August 2007 - November 2009
Vanguard January 2004 - January 2007
Public Financial Management Middleburg July 2000 - January 2003
Skills
Requirements Gathering, Negotiation, Business Analysis, Insurance, Process Improvement, Data Analysis, Business Intelligence, Financial Services, Access, CRM, Visio, Software Documentation, Management, Analysis, Leadership, SharePoint, Risk Management, Banking, Public Speaking, Marketing, Business Requirements, Program Management, Budgets, Strategic Planning, Microsoft Excel, Cross-functional Team..., Customer Service, Testing, Team Building
Education
The American College 2012 — 2015
CLU, Life Insurance Planning
Swarthmore College 1996 — 2000
BA, English
central high school
central high school
Princeton Information Systems (The Guardian Life Insurance CO) March 2015 - Present
Rose Glen Advisors, LLC (Formally CMS Companies) April 2012 - March 2015
MetLife December 2009 - April 2012
Independence Blue Cross August 2007 - November 2009
Vanguard January 2004 - January 2007
Public Financial Management Middleburg July 2000 - January 2003
Skills
Requirements Gathering, Negotiation, Business Analysis, Insurance, Process Improvement, Data Analysis, Business Intelligence, Financial Services, Access, CRM, Visio, Software Documentation, Management, Analysis, Leadership, SharePoint, Risk Management, Banking, Public Speaking, Marketing, Business Requirements, Program Management, Budgets, Strategic Planning, Microsoft Excel, Cross-functional Team..., Customer Service, Testing, Team Building
Education
The American College 2012 — 2015
CLU, Life Insurance Planning
Swarthmore College 1996 — 2000
BA, English
central high school
central high school
David Santoro's Vanguard Experience April 2015 - Present
Job J.D. LL.M. Certificate in Estate Planning
Industry Law Practice
Experience
Vanguard April 2015 - Present
Vanguard August 2014 - April 2015
Temple University May 2014 - August 2014
Slater Tenaglia Fritz and Hunt P.A. 2012 - 2013
Goldenberg, Mackler Sayegh & Mintz 2011 - 2012
State of New Jersey Judiciary 2010 - 2011
Skills
Legal Research, Legal Writing, Westlaw, Civil Litigation, Commercial Litigation, Lexis, Taxation of Trusts, Estate Planning, Charitable Trusts, Estate Tax Planning, Estate Administration, Trust Services, Wealth Management, Portfolio Assessment
Education
Temple University - James E. Beasley School of Law 2014 — 2015
Master of Laws (LLM), Tax Law/Taxation Estate Planning Certificate
Syracuse University College of Law 2007 — 2010
Doctor of Law (J.D.), Law
Temple University 2001 — 2005
Bachelor of Science (BS), Secondary Education and Teaching
Vanguard April 2015 - Present
Vanguard August 2014 - April 2015
Temple University May 2014 - August 2014
Slater Tenaglia Fritz and Hunt P.A. 2012 - 2013
Goldenberg, Mackler Sayegh & Mintz 2011 - 2012
State of New Jersey Judiciary 2010 - 2011
Skills
Legal Research, Legal Writing, Westlaw, Civil Litigation, Commercial Litigation, Lexis, Taxation of Trusts, Estate Planning, Charitable Trusts, Estate Tax Planning, Estate Administration, Trust Services, Wealth Management, Portfolio Assessment
Education
Temple University - James E. Beasley School of Law 2014 — 2015
Master of Laws (LLM), Tax Law/Taxation Estate Planning Certificate
Syracuse University College of Law 2007 — 2010
Doctor of Law (J.D.), Law
Temple University 2001 — 2005
Bachelor of Science (BS), Secondary Education and Teaching
Billy Sisley's Vanguard Experience September 2005 - October 2006
Job Sr National Accounts Manager with Anistar Technologies
Industry Staffing and Recruiting
Experience
Anistar Technologies (A MISource Company) November 2011 - Present
Lowe's July 2010 - November 2011
Tradesmen International October 2006 - December 2008
Vanguard September 2005 - October 2006
Skills
Referrals, Business Development, Negotiation, Cold Calling, Account Management, Customer Satisfaction, Follow Through, Telecommunications, Contract Negotiation, Recruiting, Strategy, Temporary Placement, Sales, Temporary Staffing, Customer Service, Time Management, Employee Benefits, Sourcing, Technical Recruiting, Staffing Services, Contract Recruitment, Interviews, Talent Acquisition, Applicant Tracking..., Internet Recruiting, Building Relationships, Hiring, Networking, Direct Sales, Sales Process, Business Networking, Information Technology, CRM, Human Resources, Relationship Building
Education
State University of New York College at Cortland 2003 — 2005
BA, History
Anistar Technologies (A MISource Company) November 2011 - Present
Lowe's July 2010 - November 2011
Tradesmen International October 2006 - December 2008
Vanguard September 2005 - October 2006
Skills
Referrals, Business Development, Negotiation, Cold Calling, Account Management, Customer Satisfaction, Follow Through, Telecommunications, Contract Negotiation, Recruiting, Strategy, Temporary Placement, Sales, Temporary Staffing, Customer Service, Time Management, Employee Benefits, Sourcing, Technical Recruiting, Staffing Services, Contract Recruitment, Interviews, Talent Acquisition, Applicant Tracking..., Internet Recruiting, Building Relationships, Hiring, Networking, Direct Sales, Sales Process, Business Networking, Information Technology, CRM, Human Resources, Relationship Building
Education
State University of New York College at Cortland 2003 — 2005
BA, History
Noah Hugenberger, CFA's Vanguard Experience July 2004 - January 2007
Job Portfolio Manager / Analyst
Industry Investment Management
Experience
Twenty Mountain LLC June 2012 - July 2013
BlackRock June 2011 - September 2011
Harpswell Capital January 2007 - July 2009
Vanguard July 2004 - January 2007
Education
Stanford University 2010 — 2012
M.S., Management Science and Engineering
University of Pennsylvania 2000 — 2004
B.A., Economics
Twenty Mountain LLC June 2012 - July 2013
BlackRock June 2011 - September 2011
Harpswell Capital January 2007 - July 2009
Vanguard July 2004 - January 2007
Education
Stanford University 2010 — 2012
M.S., Management Science and Engineering
University of Pennsylvania 2000 — 2004
B.A., Economics
Amy Owens's Vanguard Experience December 2000 - October 2003
Job Senior Consultant at Deloitte Consulting
Industry Management Consulting
Experience
Deloitte Consulting 2009 - Present
BearingPoint Consulting March 2005 - May 2009
BISYS Fund Services November 2003 - March 2005
Vanguard December 2000 - October 2003
Skills
Business Process..., Business Transformation
Education
St. Lawrence University 1994 — 1998
Bachelor of Science, Psychology
Deloitte Consulting 2009 - Present
BearingPoint Consulting March 2005 - May 2009
BISYS Fund Services November 2003 - March 2005
Vanguard December 2000 - October 2003
Skills
Business Process..., Business Transformation
Education
St. Lawrence University 1994 — 1998
Bachelor of Science, Psychology
Janet Davidge's Vanguard Experience
Job Supervisor at Vanguard
Industry Financial Services
Experience
Vanguard
Skills
Series 63, Series 24, FINRA Series 6, Series 7
Education
State University of New York College at Oswego
Elementary Education and Teaching
Vanguard
Skills
Series 63, Series 24, FINRA Series 6, Series 7
Education
State University of New York College at Oswego
Elementary Education and Teaching
Gregory Daglis's Vanguard Experience February 2004 - Present
Job Client Relationship Administrator at Vanguard
Industry Financial Services
Experience
Vanguard February 2004 - Present
PNC Investments January 2001 - January 2004
Crestwood Diner & Restaurant - Daglis, Inc. September 1992 - December 2000
Skills
Mutual Funds, Asset Allocation, 401k, Retirement, Retirement Planning, ETFs
Education
Richard Stockton College of New Jersey 1988 — 1992
Bachelor of Science, Business Administration/International Finance
St. Louis University - Madrid Spain 1990 — 1991
Study Abroad, International Finance/Spanish
Vanguard February 2004 - Present
PNC Investments January 2001 - January 2004
Crestwood Diner & Restaurant - Daglis, Inc. September 1992 - December 2000
Skills
Mutual Funds, Asset Allocation, 401k, Retirement, Retirement Planning, ETFs
Education
Richard Stockton College of New Jersey 1988 — 1992
Bachelor of Science, Business Administration/International Finance
St. Louis University - Madrid Spain 1990 — 1991
Study Abroad, International Finance/Spanish
Rosanne Relaford, MBA's Vanguard Experience March 2014 - Present
Job Project Administrator at Vanguard
Industry Financial Services
Experience
Vanguard March 2014 - Present
Vanguard 2012 - March 2014
Vanguard May 2005 - 2012
Peirce College 2002 - 2005
Skills
Outlook, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Data Analysis, Customer Service, Human Resources, PeopleSoft, Organizational..., Employee Relations, Analysis, Financial Services, Budgets, Access, Marketing Strategy, Program Management
Education
Strayer University-Pennsylvania 2010 — 2013
Master of Business Administration (MBA), Marketing
Peirce College 2002 — 2004
BA, Business Administration
Vanguard March 2014 - Present
Vanguard 2012 - March 2014
Vanguard May 2005 - 2012
Peirce College 2002 - 2005
Skills
Outlook, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Data Analysis, Customer Service, Human Resources, PeopleSoft, Organizational..., Employee Relations, Analysis, Financial Services, Budgets, Access, Marketing Strategy, Program Management
Education
Strayer University-Pennsylvania 2010 — 2013
Master of Business Administration (MBA), Marketing
Peirce College 2002 — 2004
BA, Business Administration
Benedict Reilly's Vanguard Experience August 2015 - Present
Job Business Analyst at Vanguard Charitable
Industry Information Technology and Services
Experience
Vanguard August 2015 - Present
American Red Cross Greater New York August 2014 - December 2014
Slutzker Center for International Services August 2013 - August 2014
Cortineo August 2013 - September 2013
St. David's Golf Club June 2007 - August 2013
SIFE October 2011 - November 2012
Grow My Audience June 2012 - August 2012
The Need A Hand Services June 2009 - August 2011
Skills
Social Media, Microsoft Office, Public Speaking, Management, New Business Development, Start-ups, Customer Service, Information Technology, Social Media Marketing, Human Relations, Home Improvement, SEO, SEO copywriting, Email Marketing, Caddying, Human Resources
Education
Syracuse University 2011 — 2015
Bachelor's degree, Information Technology
La Salle College High School 2008 — 2011
High School Diploma, Liberal Arts and Sciences, General Studies and Humanities
Vanguard August 2015 - Present
American Red Cross Greater New York August 2014 - December 2014
Slutzker Center for International Services August 2013 - August 2014
Cortineo August 2013 - September 2013
St. David's Golf Club June 2007 - August 2013
SIFE October 2011 - November 2012
Grow My Audience June 2012 - August 2012
The Need A Hand Services June 2009 - August 2011
Skills
Social Media, Microsoft Office, Public Speaking, Management, New Business Development, Start-ups, Customer Service, Information Technology, Social Media Marketing, Human Relations, Home Improvement, SEO, SEO copywriting, Email Marketing, Caddying, Human Resources
Education
Syracuse University 2011 — 2015
Bachelor's degree, Information Technology
La Salle College High School 2008 — 2011
High School Diploma, Liberal Arts and Sciences, General Studies and Humanities
Annette Sweitzer's Vanguard Experience May 2006 - Present
Job Sr Business Systems Analyst and Experienced Project Manager
Industry Information Technology and Services
Experience
Vanguard May 2006 - Present
Vanguard June 2005 - May 2006
Vanguard January 2002 - May 2005
Vanguard March 1996 - December 2001
So Fun! 1995 - 1996
Herman's Sporting Goods 1991 - 1995
Skills
Project Management, Software Project..., Relationship Management, Requirements Analysis, Business Analysis, Process Analysis, Process Improvement, Business Process, Strategic Planning, Budgets, Microsoft Office, Teaching, Public Speaking, Leadership, Management, Agile Methodologies
Education
Taylor University
Bachelor of Science (BS), Communication and Media Studies
West Chester University of Pennsylvania
Master of Arts (MA), Communication and Media Studies
Vanguard May 2006 - Present
Vanguard June 2005 - May 2006
Vanguard January 2002 - May 2005
Vanguard March 1996 - December 2001
So Fun! 1995 - 1996
Herman's Sporting Goods 1991 - 1995
Skills
Project Management, Software Project..., Relationship Management, Requirements Analysis, Business Analysis, Process Analysis, Process Improvement, Business Process, Strategic Planning, Budgets, Microsoft Office, Teaching, Public Speaking, Leadership, Management, Agile Methodologies
Education
Taylor University
Bachelor of Science (BS), Communication and Media Studies
West Chester University of Pennsylvania
Master of Arts (MA), Communication and Media Studies
Christopher Couillard's Vanguard Experience Elementary School TeacherImagine Schools2001 - 2003
Job Supervisor at Vanguard
Industry Financial Services
Experience
Vanguard Elementary School TeacherImagine Schools2001 - 2003
Education
University of Phoenix 2004 — 2007
MBA
State University of New York College at Geneseo 1997 — 2000
BS Elementary Education
Vanguard Elementary School TeacherImagine Schools2001 - 2003
Education
University of Phoenix 2004 — 2007
MBA
State University of New York College at Geneseo 1997 — 2000
BS Elementary Education
Venkata Chamidiboyena's Vanguard Experience April 2015 - Present
Job Senior C++ Designer at Vanguard
Industry Information Technology and Services
Experience
Vanguard April 2015 - Present
Cigna August 2014 - March 2015
Tata Consultancy Services August 2007 - March 2015
Ericsson GmBH May 2011 - March 2012
The Clearing Corporation of India Limited October 2007 - April 2011
Tata Consultancy Services October 2007 - April 2011
Skills
C++, Linux, Unix Shell Scripting, Visual C++, Python, Requirements Analysis, SDLC, SQL, Shell Scripting, Oracle SQL, XML, Software Development, IBM Optim, Databases, Testing, Agile Methodologies, Perl, Unix, C, Solaris, PL/SQL, UML, ClearCase, TCP/IP, TFS, Oracle
Education
Sri Venkateswara University 2002 — 2006
Bachelor of Engineering
Vanguard April 2015 - Present
Cigna August 2014 - March 2015
Tata Consultancy Services August 2007 - March 2015
Ericsson GmBH May 2011 - March 2012
The Clearing Corporation of India Limited October 2007 - April 2011
Tata Consultancy Services October 2007 - April 2011
Skills
C++, Linux, Unix Shell Scripting, Visual C++, Python, Requirements Analysis, SDLC, SQL, Shell Scripting, Oracle SQL, XML, Software Development, IBM Optim, Databases, Testing, Agile Methodologies, Perl, Unix, C, Solaris, PL/SQL, UML, ClearCase, TCP/IP, TFS, Oracle
Education
Sri Venkateswara University 2002 — 2006
Bachelor of Engineering
Paul Malloy, CFA's Vanguard Experience June 2015 - Present
Job Head of Fixed Income Europe at Vanguard
Industry Financial Services
Experience
Vanguard June 2015 - Present
The Vanguard Group December 2012 - Present
Vanguard January 2011 - December 2012
Skills
Fixed Income, Portfolio Management, Asset Allocation, Asset Management, Bloomberg, Capital Markets, Equities, Financial Modeling, Investments, Mutual Funds
Education
Wharton School, University of Pennsylvania 2013 — 2015
Master of Business Administration (MBA)
St. Francis University 2001 — 2004
BS, Economics and Finance
Vanguard June 2015 - Present
The Vanguard Group December 2012 - Present
Vanguard January 2011 - December 2012
Skills
Fixed Income, Portfolio Management, Asset Allocation, Asset Management, Bloomberg, Capital Markets, Equities, Financial Modeling, Investments, Mutual Funds
Education
Wharton School, University of Pennsylvania 2013 — 2015
Master of Business Administration (MBA)
St. Francis University 2001 — 2004
BS, Economics and Finance
Makia Tillman's Vanguard Experience October 2005 - April 2007
Job Analyst at LPL
Industry Financial Services
Experience
LPL Financial April 2007 - Present
Vanguard October 2005 - April 2007
Virginia Commerce Bank September 2002 - March 2005
Skills
Series 6, Series 63, Mutual Funds, Retirement, Banking, Securities, Series 7, Retirement Planning, Investments, 401k, Loans, Fixed Annuities, Insurance, IRAs
Education
Strayer University (VA) 2002 — 2003
B.S.B.A., Finance
UNC Charlotte 1998 — 2002
Finance and Business Law
LPL Financial April 2007 - Present
Vanguard October 2005 - April 2007
Virginia Commerce Bank September 2002 - March 2005
Skills
Series 6, Series 63, Mutual Funds, Retirement, Banking, Securities, Series 7, Retirement Planning, Investments, 401k, Loans, Fixed Annuities, Insurance, IRAs
Education
Strayer University (VA) 2002 — 2003
B.S.B.A., Finance
UNC Charlotte 1998 — 2002
Finance and Business Law
Andrew Olson, AAMS®'s Vanguard Experience March 2015 - Present
Job Asset Management at Vanguard
Industry Financial Services
Experience
Vanguard March 2015 - Present
Cole Capital July 2012 - February 2015
Ameriprise Financial Services, Inc. December 2010 - July 2012
Minneapolis Financial Group January 2010 - December 2010
Skills
Investments, Series 63, Series 7, Mutual Funds, Retirement Planning, Wealth Management, Asset Management, Asset Allocation, Alternative Investments, Portfolio Management, Strategic Financial..., Securities, Retirement, Investment Strategies, Financial Advisory, Investment Advisory, Financial Analysis, Financial Services
Education
St. Cloud State University 2005 — 2009
Bachelor of Science, Finance, Economics
Vanguard March 2015 - Present
Cole Capital July 2012 - February 2015
Ameriprise Financial Services, Inc. December 2010 - July 2012
Minneapolis Financial Group January 2010 - December 2010
Skills
Investments, Series 63, Series 7, Mutual Funds, Retirement Planning, Wealth Management, Asset Management, Asset Allocation, Alternative Investments, Portfolio Management, Strategic Financial..., Securities, Retirement, Investment Strategies, Financial Advisory, Investment Advisory, Financial Analysis, Financial Services
Education
St. Cloud State University 2005 — 2009
Bachelor of Science, Finance, Economics
Tracey-Ann Scarlett's Vanguard Experience September 2007 - May 2010
Job Brokerage Associate at The Vanguard Group
Industry Financial Services
Experience
Vanguard Group June 2010 - Present
Vanguard September 2007 - May 2010
401 October 2006 - August 2007
Citigroup December 2005 - July 2006
Citigroup April 2003 - October 2004
Skills
Series 6, Series 7, Series 63, Securities, Mutual Funds
Education
Strayer University-Maryland 2007 — 2010
MBA, Finance
St. Francis College 1999 — 2003
Bachelor of Science, Business Management
St. Francis College
Associates of Science, Computer Information Systems
Strayer University
MBA with a, Finance
Wolmer's Schools
Vanguard Group June 2010 - Present
Vanguard September 2007 - May 2010
401 October 2006 - August 2007
Citigroup December 2005 - July 2006
Citigroup April 2003 - October 2004
Skills
Series 6, Series 7, Series 63, Securities, Mutual Funds
Education
Strayer University-Maryland 2007 — 2010
MBA, Finance
St. Francis College 1999 — 2003
Bachelor of Science, Business Management
St. Francis College
Associates of Science, Computer Information Systems
Strayer University
MBA with a, Finance
Wolmer's Schools
Mary Anne Harland-De Vincke's Vanguard Experience October 2010 - January 2011
Job Accounting Associate at WESCO Distribution
Industry Financial Services
Experience
WESCO Distribution June 2013 - Present
Wells Fargo Insurance Services April 2012 - June 2013
Vanguard October 2010 - January 2011
Mecklenburg County Tax Collector 2011 - 2011
Raymond James Financial Inc. March 1999 - July 2006
Skills
Accounting, Finance, Auditing, Tax, Time Management, Journal Entries, Mutual Funds, Retail, Financial Analysis, Strategic Financial..., Access
Education
University of North Carolina at Charlotte 2009 — 2010
St. Petersburg College 1984 — 1986
Associates, Business Administration
WESCO Distribution June 2013 - Present
Wells Fargo Insurance Services April 2012 - June 2013
Vanguard October 2010 - January 2011
Mecklenburg County Tax Collector 2011 - 2011
Raymond James Financial Inc. March 1999 - July 2006
Skills
Accounting, Finance, Auditing, Tax, Time Management, Journal Entries, Mutual Funds, Retail, Financial Analysis, Strategic Financial..., Access
Education
University of North Carolina at Charlotte 2009 — 2010
St. Petersburg College 1984 — 1986
Associates, Business Administration
Leelavathi Gorla's Vanguard Experience August 2001 - March 2003
Job Senior Quality Assurance Analyst at UnitedHealth Group
Industry Hospital & Health Care
Experience
UnitedHealth Group July 2014 - Present
Medica July 2013 - June 2014
UCare December 2012 - July 2013
National Marrow Donor Program (NMDP) March 2011 - December 2012
Minnesota Secretary of State May 2009 - February 2011
Minnesota Secretary of State April 2008 - May 2009
UnitedHealth Group May 2007 - January 2008
Target August 2004 - April 2007
Qwest March 2003 - July 2004
Vanguard August 2001 - March 2003
Skills
Team Foundation Server..., Win Runner, LoadRunner, Test Director, Mercury QuickTest Pro, Quality Center, CaliberRM, Bus Tester, Silk Test, Astra Quick Test, Rational Test Manager, Jazz (Testing Tool), Rational Robot, Rational Functional..., Rational Site Check, JMeter, QARun, e-Tester, QA Hyperstation, TSL, SQL, PL/SQL, HTML, XML, XSL, JavaScript, VBScript, Unix Shell Scripting, ClearCase, ClearQuest, RequisitePro, EDI, Oracle 8/9/10g, Microsoft SQL Server, Microsoft Office, DB2, Sybase, ATG Dynamo, DOS, Unix, Windows, MVS, Waterfall, Agile Methodologies, XP Methodologies, Hybrid Iterative Model, VSTS, WinRunner, Oracle, SDLC
Education
Sri Venkateswara University 1985 — 1989
Bachelor of Engineering (BE), Electrical, Electronics and Communications Engineering
Brainbench 2004 — 2004
Certification, XML and Winrunner
Smart Force 1999 — 1999
Certification, SQL / PL SQL Certification
Harvard Business Online 2004 — 2004
Certification, Diversity Adoption and Six Sigma Introduction
Mercury Interactive 2000 — 2000
Certification, Win Runner/ Web Test
UnitedHealth Group July 2014 - Present
Medica July 2013 - June 2014
UCare December 2012 - July 2013
National Marrow Donor Program (NMDP) March 2011 - December 2012
Minnesota Secretary of State May 2009 - February 2011
Minnesota Secretary of State April 2008 - May 2009
UnitedHealth Group May 2007 - January 2008
Target August 2004 - April 2007
Qwest March 2003 - July 2004
Vanguard August 2001 - March 2003
Skills
Team Foundation Server..., Win Runner, LoadRunner, Test Director, Mercury QuickTest Pro, Quality Center, CaliberRM, Bus Tester, Silk Test, Astra Quick Test, Rational Test Manager, Jazz (Testing Tool), Rational Robot, Rational Functional..., Rational Site Check, JMeter, QARun, e-Tester, QA Hyperstation, TSL, SQL, PL/SQL, HTML, XML, XSL, JavaScript, VBScript, Unix Shell Scripting, ClearCase, ClearQuest, RequisitePro, EDI, Oracle 8/9/10g, Microsoft SQL Server, Microsoft Office, DB2, Sybase, ATG Dynamo, DOS, Unix, Windows, MVS, Waterfall, Agile Methodologies, XP Methodologies, Hybrid Iterative Model, VSTS, WinRunner, Oracle, SDLC
Education
Sri Venkateswara University 1985 — 1989
Bachelor of Engineering (BE), Electrical, Electronics and Communications Engineering
Brainbench 2004 — 2004
Certification, XML and Winrunner
Smart Force 1999 — 1999
Certification, SQL / PL SQL Certification
Harvard Business Online 2004 — 2004
Certification, Diversity Adoption and Six Sigma Introduction
Mercury Interactive 2000 — 2000
Certification, Win Runner/ Web Test
Shamika Bryant's Vanguard Experience October 2005 - July 2006
Job Client Service Specialist at Vanguard Charitable
Industry Philanthropy
Experience
Chame.le.yum, LLC October 2006 - Present
Vanguard Charitable August 2006 - Present
Vanguard October 2005 - July 2006
Smartglobe Inc. September 2003 - April 2006
Skills
Nonprofits, Event Planning, Social Media, Customer Service, Social Media Marketing, Public Relations, Interior Design, Entrepreneurship...
Education
Strayer University-Georgia 2002 — 2004
Associate's degree, Business/Corporate Communications, 3.5
Chame.le.yum, LLC October 2006 - Present
Vanguard Charitable August 2006 - Present
Vanguard October 2005 - July 2006
Smartglobe Inc. September 2003 - April 2006
Skills
Nonprofits, Event Planning, Social Media, Customer Service, Social Media Marketing, Public Relations, Interior Design, Entrepreneurship...
Education
Strayer University-Georgia 2002 — 2004
Associate's degree, Business/Corporate Communications, 3.5
Ann Weaver's Vanguard Experience March 2004 - September 2013
Job Retirement Plan Analyst at BeneTrends, Inc.
Industry Financial Services
Experience
BeneTrends, Inc. September 2013 - Present
Vanguard March 2004 - September 2013
Vanguard June 1999 - March 2004
BISYS Plan Services October 1997 - May 1999
Carpenters' Pension and Annuity of Philadelphia and Vicinity January 1992 - October 1997
Skills
Analysis, Employee Benefits, 401k, Strategy, Retirement, Pensions
Education
Richard Stockton College of New Jersey 1980 — 1986
Bachelor of Arts (BA), Political Science
The Pennsylvania State University 1995 — 1997
Paralegal Certificate
BeneTrends, Inc. September 2013 - Present
Vanguard March 2004 - September 2013
Vanguard June 1999 - March 2004
BISYS Plan Services October 1997 - May 1999
Carpenters' Pension and Annuity of Philadelphia and Vicinity January 1992 - October 1997
Skills
Analysis, Employee Benefits, 401k, Strategy, Retirement, Pensions
Education
Richard Stockton College of New Jersey 1980 — 1986
Bachelor of Arts (BA), Political Science
The Pennsylvania State University 1995 — 1997
Paralegal Certificate
Jay Llewellyn's Vanguard Experience November 1998 - June 2008
Job Information Security / Business Development / Entrepreneur
Industry Information Technology and Services
Experience
Phreesia March 2015 - Present
American Water October 2010 - September 2014
Defense Logistics Agency July 2009 - October 2010
GeoSolutions/GyPSii July 2008 - July 2009
Vanguard November 1998 - June 2008
Netscape April 1996 - November 1998
InSoft. Inc. July 1993 - April 1996
Sun Microsystems September 1990 - July 1993
DuPont May 1988 - September 1990
Skills
Strategic Leadership, Technical Leadership, Distributed Team..., Information Security..., Secure Network..., Information Assurance, Information Security..., HIPAA, Compliance PCI, Security Operations, Cloud Security, HITRUST, Enterprise Architecture, Operations Architecture, Business Development, Disaster Recovery, Business Continuity, Sales Presentations, International Business, Program Management, Security Clearance, Contract Negotiation, Vendor Management, Entrepreneurship
Education
Susquehanna University
Bachelor’s Degree, Computer Science
Phreesia March 2015 - Present
American Water October 2010 - September 2014
Defense Logistics Agency July 2009 - October 2010
GeoSolutions/GyPSii July 2008 - July 2009
Vanguard November 1998 - June 2008
Netscape April 1996 - November 1998
InSoft. Inc. July 1993 - April 1996
Sun Microsystems September 1990 - July 1993
DuPont May 1988 - September 1990
Skills
Strategic Leadership, Technical Leadership, Distributed Team..., Information Security..., Secure Network..., Information Assurance, Information Security..., HIPAA, Compliance PCI, Security Operations, Cloud Security, HITRUST, Enterprise Architecture, Operations Architecture, Business Development, Disaster Recovery, Business Continuity, Sales Presentations, International Business, Program Management, Security Clearance, Contract Negotiation, Vendor Management, Entrepreneurship
Education
Susquehanna University
Bachelor’s Degree, Computer Science
Amy Haley's Vanguard Experience September 2013 - Present
Job
Industry Financial Services
Experience
Vanguard September 2013 - Present
Vanguard September 2012 - September 2013
Vanguard October 2009 - October 2012
Vanguard June 2008 - October 2009
Vanguard August 2007 - June 2008
RAPI Ltd July 2006 - August 2007
Stanford University July 2005 - July 2006
Skills
Contact Center..., Leadership Development, Change Management, Business Transformation, Project Management, Employee Engagement, Business Relationship..., Marketing, Recruiting, Strategic Hiring, Training & Development
Education
Stanford University 2005 — 2006
Master of Arts (M.A.), Sociology
Stanford University 2001 — 2005
Bachelor of Arts (B.A.), Communication and Media Studies
Vanguard September 2013 - Present
Vanguard September 2012 - September 2013
Vanguard October 2009 - October 2012
Vanguard June 2008 - October 2009
Vanguard August 2007 - June 2008
RAPI Ltd July 2006 - August 2007
Stanford University July 2005 - July 2006
Skills
Contact Center..., Leadership Development, Change Management, Business Transformation, Project Management, Employee Engagement, Business Relationship..., Marketing, Recruiting, Strategic Hiring, Training & Development
Education
Stanford University 2005 — 2006
Master of Arts (M.A.), Sociology
Stanford University 2001 — 2005
Bachelor of Arts (B.A.), Communication and Media Studies
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments