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
Vanguard November 2012 - Present
Smartphone Body Shop July 2011 - January 2012
Flextronics March 2009 - June 2011
Skills
Marketing, Sales, Online Advertising, Advertising, Financial Services, Customer Service, Leadership, Analysis
Education
Temple University 2004 — 2009
Bachelor of Business Administration (BBA), Marketing
BDO USA, LLP December 2014 - Present
BNY Mellon June 2013 - October 2014
Vanguard December 2012 - June 2013
Kim Yeung Ling, PC January 2012 - November 2012
Kim Yeung Ling, PC May 2010 - June 2010
Skills
Auditing, Accounting, US GAAP, Internal Controls, SEC Financial Reporting, SEC Filings, Microsoft Excel, Microsoft Office, Teamwork, Finance, Derivatives, Investment Company Act, Bloomberg Terminal, Corporate Tax, Income Tax
Education
Temple University 2007 — 2011
Bachelor of Business Administration, Accounting
Fulton Financial Corporation September 2015 - Present
Vanguard June 2014 - September 2015
Vanguard March 2012 - June 2014
The Vanguard Group July 2010 - March 2012
Centropy Group December 2009 - July 2010
Temple University January 2007 - January 2010
Philadelphia District Attorney's Office September 2007 - May 2008
Skills
FINRA, Mutual Funds, Retirement Planning, Personal Finance, Series 6, 401k, Series 7, Investments, Intellectual Property, Compliance, SharePoint, Project Management, Relationship Management, Series 63
Education
Widener University School of Law 2012 — 2014
Masters of Jurisprudence in Business and Corporate Law, Banking, Corporate, Finance, and Securities Law
Temple University 2006 — 2010
Double Major-Political Science/Pre-Law
Vanguard June 2014 - Present
Vanguard December 2009 - Present
Vanguard March 2006 - December 2009
Vanguard February 2005 - March 2006
Vanguard February 2004 - February 2005
Education
Temple University - Fox School of Business and Management 1999 — 2004
Marketing
Temple University 1999 — 2003
Marketing, Marketing, Advertising, Law
Temple University - Fox School of Business and Management 1999 — 2003
BA, Marketing
Temple University - Fox School of Business and Management 1999 — 2003
BA, Marketing
Temple University - Fox School of Business and Management 1999 — 2003
Marketing, Marketing
Temple University - Fox School of Business and Management
Bachelor of Business Administration, Marketing
Nationwide May 2014 - Present
Principal Financial Group August 2008 - May 2014
Vanguard January 2006 - August 2008
Skills
Retirement Planning, Presentations, Qualified Retirement..., Series 7, ERISA, Investments, Employee Benefits, 401k, Financial Services, Retirement, Pensions, FINRA, Fixed Annuities, Mutual Funds, Retirement Plan..., Series 63
Education
University of Arizona 1996 — 2001
BA, Spanish minor in Finance
ITESM 1997 — 1999
Abby Ryan Design January 2014 - Present
TracyLocke September 2013 - January 2014
Vanguard June 2012 - September 2012
Sire Press May 2012 - August 2012
Skills
Illustration, Adobe Creative Suite, Typography, Branding & Identity, Creative Writing, Packaging, Layout, Graphics, Logo Design, Interaction Design, Posters
Education
Tyler School of Art 2009 — 2013
Bachelor of Fine Arts (BFA), Graphic and Interactive Design
Temple University
Vanguard August 1996 - Present
Skills
Series 7, Investments, Relationship Management, Asset Allocation, Retirement Planning, Bloomberg, Series 6, Estate Planning, probate, Wealth Accumulation..., Multi-generational..., Charitable Gift Planning, Trust Management, Tax Efficiency, Succession Planning
Education
Temple University 1991 — 1995
Bachelor of Business Administration (BBA), Finance and Economics
Cold Cuts LLC March 2015 - Present
Vanguard November 2013 - March 2015
Allstate December 2010 - November 2013
CVS Caremark Corporation September 2006 - December 2010
Consolo and Harbison January 2010 - June 2010
Skills
Interpersonal..., Customer Service, Time Management, Multitasking Skills, Work Ethic, Phone Etiquette, Phone Skills, Outlook, Highly personable, Customer Engagement, Creativity, Creative Writer, Claims Management, Claims Handling, Claims Investigations, Claims Resolution, Leadership, Microsoft Office
Education
Temple University 2006 — 2010
Bachelor of Arts (B.A.), Political Science and Government, 3.36
Vanguard May 2012 - Present
Vanguard July 2008 - May 2012
Sharon Baptist Church May 2009 - June 2011
Skills
Series 7, Series 63, Mutual Funds, Financial Services, Finance, Investments, Leadership, Microsoft Excel, Portfolio Management, Retirement Planning
Education
Temple University
Vanguard 1999 - Present
Skills
Microsoft Office, Microsoft Excel, Leadership, Training
Education
Temple University
Bachelor of Business Administration (B.B.A.)
Vanguard March 2015 - Present
Vanguard November 2013 - February 2015
Vanguard May 2013 - November 2013
Montgomery county community college January 2008 - May 2013
Zale December 2008 - December 2010
Skills
Corporate Finance, Investments, PowerPoint, Microsoft Excel, Due Diligence, Sales, Accounting, Financial Analysis, Forecasting, Microsoft Word, Microsoft Office, Customer Service, Finance, Series 63, Mutual Funds, Series 7, Time Management, Securities, Series 65
Education
Temple University 2010 — 2013
Bachelor, Finance
Vanguard September 2013 - July 2015
US Department of Homeland Security January 2013 - May 2013
Criminal Justice Center Of Philadelphia January 2011 - May 2012
Philadelphia Office of the Inspector General September 2011 - December 2011
Skills
Series 6, Series 63, Mutual Funds, Finance, Surveillance, Criminal Justice, Fraud, Private Investigations, Background Checks, Intelligence Analysis, Physical Security, Microsoft Office, Courts, Security Operations, Anti Money Laundering, Compliance
Education
Temple University 2009 — 2013
Bachelor of Arts (BA), Criminal Justice/Law Enforcement Administration
U.S. Department of Veterans Affairs June 2014 - Present
Foundation Wealth Management LLC August 2013 - Present
Vanguard January 2014 - June 2014
Temple University June 2012 - August 2013
Temple University January 2011 - August 2013
United States Air Force June 2009 - January 2010
United States Air Force March 2008 - June 2009
United States Air Force March 2006 - February 2008
Skills
Italian languages, Organizational..., International Relations, Foreign Languages, Teaching Adults, Foreign Policy, Leadership Development, National Security, Military, Security Clearance, Government, Cultural Awareness, Crisis Management, Emergency Management, Investment Management, ETFs, Financial Services, Investment Banking, Roth IRA, 401k
Education
Temple University 2010 — 2013
Bachelor of Business Administration (B.B.A.), International Business
Vanguard September 2011 - Present
Skills
Onboarding, College Recruiting, Talent Management, Recruiting, Investments, Interviews, Human Resources, Applicant Tracking..., Talent Acquisition, Employee Benefits, Training, Sourcing, Internet Recruiting, PeopleSoft
Education
Temple University
BA, Criminal Justice
Vanguard June 2013 - Present
Cordasco Financial Network, LLC. December 2012 - June 2013
Temple University January 2013 - May 2013
Romney for President September 2012 - November 2012
Best Western International August 2009 - December 2009
US Navy July 2004 - July 2007
US Navy June 2002 - July 2004
Skills
PowerPoint, Access, Outlook, SAP, Word, Wordpress, Excel, ACT!, Morningstar, Financial Advisory, Mutual Funds, Leadership, Teamwork, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word
Education
Temple University 2012 — 2013
Bachelor of Business Administration, Business Management
The Walt Disney Parks and Resorts 2012 - Present
Deloitte Consulting LLP May 2009 - April 2011
BearingPoint January 2006 - May 2009
BearingPoint June 2003 - December 2005
BearingPoint November 2000 - June 2003
Vanguard February 2000 - October 2000
Vanguard January 1999 - January 2000
Skills
Program Management, Quality Management, Quality Reporting, Analysis, Change Management, CMMI, Certified Green Belt, Vendor Relationships, Business Process, Business Process..., Business Transformation, ERP, Forecasting, Leadership, PMO, Management Consulting, Management, Process Improvement, Project Management, Supply Chain, Supply Chain Management, Training, Strategy, Analytics, Business Analysis, Vendor Management, Finance, Customer Service, Strategic Planning, Business Strategy
Education
Temple University 1994 — 1999
Bachelor, Business Administration; Finance and Marketing
Comcast August 2014 - Present
Katz Media Group (A subsidiary of Clear Channel Communications) October 2013 - June 2014
Brownstein Group October 2012 - October 2013
Vanguard June 2012 - September 2012
Temple University TECH Center August 2010 - June 2012
MTV Networks/Viacom August 2011 - December 2011
MTV Networks/Viacom August 2011 - December 2011
TUTV September 2010 - December 2011
Temple Update September 2010 - June 2011
School of Media and Communication Office of Student Affairs May 2009 - January 2011
Skills
Final Cut Pro, Avid, ENPS, iMovie, Photoshop, Camera, Microsoft Excel, DV, Switchers, Video Editing, Audacity, Avid Media Composer, Customer Service, Microsoft Office, Leadership, Adobe Creative Suite, PowerPoint, Microsoft Word, Mac, Mac/PC, OS X, Mac OS X Server, Windows, Adobe Acrobat, Lotus Notes, Television, Producing, Broadcast, Media Production, Multimedia
Education
Temple University 2007 — 2011
BA, Broadcast Telecommunication & Mass Media
Vanguard May 2015 - July 2015
German, Gallagher & Murtagh May 2011 - August 2014
Binder & Binder November 2010 - May 2011
Honorable Charles W. Dortch, Jr., J.S.C. September 2009 - September 2010
Berner Klaw & Watson May 2008 - May 2009
Law Offices of Mark J. Hill & Associates May 2008 - March 2009
New Castle County September 2007 - March 2008
Law Office of Phyllis J. Powers March 2007 - March 2008
Law Office of Nino Tinari June 2007 - February 2008
Philadelphia District Attorney's Office June 2005 - August 2005
Education
Temple University 2014 — 2016
Master of Business Administration (M.B.A.)
Drexel University School of Law 2006 — 2009
Juris Doctorate, Concentration in Entrepreneurial and Business Law
Drexel University, Pennoni Honors College
Bachelor of Science, Psychology and Minor in Business Administration
Vanguard June 2015 - Present
Vanguard May 2014 - Present
Vanguard December 2013 - May 2014
Randstad July 2013 - December 2013
Lords & Ladies - Salon and Medical Spa May 2011 - August 2013
Plan Philly January 2013 - May 2013
Temple University September 2010 - January 2011
Skills
Photoshop, Photojournalism, Photography, Writing, InDesign, Microsoft Office, Final Cut Pro, Adobe Bridge, Broadcast Journalism, Journalism, Multimedia, Communication, Advertising, Marketing, Social Media, Audacity, Facebook, AP Style
Education
Temple University 2009 — 2013
Associates, Broadcast Journalism
Morgan Stanley Smith Barney November 2011 - Present
The Vanguard Group September 2010 - April 2012
Vanguard November 2009 - September 2010
Enterprise Rent-A-Car May 2009 - November 2009
Ameriprise Financial Services, Inc. August 2008 - October 2008
Skills
Finance, Equities, Mutual Funds
Education
Temple University 2004 — 2008
BBA, Finance/ Real Estate
USM July 2015 - Present
USM February 2015 - May 2015
Vanguard November 2014 - January 2015
USM January 2014 - May 2014
H&R BLOCK January 2013 - April 2013
A To Z 2010 - 2012
Skills
PowerPoint, Shipping, Bookkeeping, Peachtree, Tax Preparation, Telephone Skills
Education
Temple University 1996 — 2012
Bachelor's degree, Accounting and Business/Management
Vanguard November 2012 - Present
Vanguard January 2011 - October 2012
Skills
Series 63, Series 7, Mutual Funds, Wealth Management, Retirement Planning, Investment Advisory, FINRA, 401k, Strategic Financial..., Investments, Retirement, Certified Financial..., Portfolio Management, Asset Managment, Pensions, Estate Planning, Risk Management, Microsoft Excel
Education
Temple University 2006 — 2009
Master of Arts (M.A.), Political Economy
The College of Wooster 1995 — 1999
Bachelor of Arts (BA), Sociology
Vanguard August 2015 - Present
Randstad May 2015 - August 2015
IMS Health September 2013 - September 2014
Meniscus Limited January 2010 - August 2013
Wyeth April 2001 - November 2009
Wyeth Pharmaceuticals January 2001 - November 2009
Alliance Management January 2001 - January 2006
Montgomery Hospital June 1979 - April 2001
Montgomery Hospital June 1979 - April 2001
Montgomery Hospital January 1999 - January 2001
Skills
Earned a certificate in..., Clinical Development, Pharmaceutical Industry, Project Management, Cross-functional Team..., Clinical Trials, Project Planning, Management, Budgets, Marketing, Sales, Administrative..., Analysis, Microsoft Office, Leadership, Teamwork, Healthcare
Education
Bishop Kenrick High School
Diploma
Montgomery County Community College
Administrative and social
Temple University
Certificate in Project Management, Project Management
Vanguard February 2014 - Present
Baltimore Orioles June 2013 - February 2014
XFINITY Live! Philadelphia January 2013 - May 2013
Temple University September 2011 - December 2012
Baltimore Orioles April 2012 - August 2012
Comcast-Spectacor December 2011 - April 2012
University of Maryland Medical Center June 2011 - August 2011
Johns Hopkins Hospital June 2010 - August 2010
Skills
Fundraising, Marketing, Customer Service, Event Planning, Recruiting, Organizational..., Social Media, Facebook, Event Management, Public Speaking, Social Networking, Microsoft Office, Social Media Marketing, PowerPoint, Nonprofits, Microsoft Word, Microsoft Excel, Editing, Research, Community Outreach, Sports Management
Education
Temple University 2009 — 2013
Bachelor of Science (B.S.), Sport and Recreation Management, Minor: Business Administration
Archbishop Curley High School 2005 — 2009
Vanguard December 2011 - Present
Vanguard October 2007 - December 2011
Vanguard July 2006 - October 2007
Vanguard February 2005 - July 2006
Vanguard June 2004 - February 2005
Education
Temple University 2001 — 2004
Political Science (Honors Program)
The American College 2005 — 2007
CFP®, Financial Planning
Catapult Marketing Group, LLC January 2005 - Present
Vanguard 1997 - 2004
Dun & Bradstreet 1992 - 1994
Campbell Soup Company 1986 - 1992
Nestlé 1983 - 1986
Skills
Marketing Research, Customer Insight, Focus Groups, Qualitative Research, B2B, Ethnography, Segmentation, Market Research, Brand Equity, Consumer Products, Marketing Strategy
Education
Temple University
BA, Journalism
University of Rhode Island
MBA, Marketing
Sen July 2014 - July 2015
Ursinus College January 2014 - June 2014
Daedalus Education Services October 2009 - June 2014
Vanguard 2010 - 2010
IMS Health September 2007 - September 2009
Temple University March 2003 - April 2007
Skills
Editing, Public Relations, Publications, Press Releases, Editorial, Web Content, Proofreading, Marketing Communications, Social Media, Research, Corporate Communications, Newsletters, Strategic Communications, Email Marketing, PowerPoint, Marketing, Project Management, Magazines, Copywriting, Copy Editing, Internal Communications, Event Management, Publishing, Content Management, Blogging, Crisis Communications, Brochures, Social Media Marketing, InCopy, Advertising
Education
Temple University 1989 — 1992
Master's, Journalism, Public Relations
Ursinus College 1974 — 1978
B.A., Political Science
HomeStarr Realty May 2013 - Present
SKF July 2011 - Present
RE/MAX Centre REALTORS January 2010 - May 2013
LECG May 2010 - March 2011
Aon October 2005 - May 2010
Lincoln Financial Group 2004 - 2005
Vanguard 2000 - 2004
Skills
Financial Reporting, Analysis, Management, Financial Analysis, Data Analysis, Insurance, Analytics, Risk Management, Leadership, Finance, Sales, Cross-functional Team..., Strategic Financial..., Investments, Financial Modeling, Forecasting
Education
Temple University
BBA, Finance
Wawa, Inc. March 2015 - Present
American Financial Resources, Inc (AFR Mortgage) September 2014 - March 2015
Vanguard August 2013 - June 2014
Vanguard January 2008 - July 2013
Vanguard January 2002 - December 2007
Vanguard July 1999 - December 2001
Vanguard January 1996 - June 1999
Vanguard October 1986 - December 1995
Skills
Disaster Recovery, Data Center, Telecommunications, Cloud Computing, Virtualization, Business Continuity, Unified Communications, Strategic Planning, IT Strategy, Investments, IT Infrastructure..., Enterprise Architecture, Program Management, Enterprise Mobility, Enterprise IT Strategy, IT Management, Relationship Management, Expense Management, Telecommunications..., Telecom Expense..., IT Operations, Infrastructure, Information Technology, WAN, VoIP, LAN-WAN, Network Architecture, WiFi, VMware, Infrastructure..., Management, Project Management, SDLC, Leadership, Business Analysis, Vendor Management, Networking, Strategy, Consulting
Education
Temple University 1978 — 1982
Bachelor of Science (BS), Civil Engineering Technology
Showroom Logic June 2015 - Present
NRG Energy April 2015 - May 2015
50onRed September 2013 - March 2015
Wildfire Games July 2010 - October 2013
ColdLight Solutions September 2012 - September 2013
Vanguard April 2011 - September 2012
BDPA June 2009 - October 2011
Almac Group January 2011 - April 2011
Temple University September 2009 - June 2010
Temple University June 2008 - November 2009
Skills
Java, Hadoop, CAMEL, Guice, Hibernate, Spring, JSP, Tomcat, Maven, Websphere, Python, Django, PHP, PostgreSQL, MySQL, PostGIS, Linux, Debian, Ubuntu, Eclipse, HTML, JavaScript, Amazon Web Services..., Networking, TCP/IP, Bash, Apache Commons, Website Development, Wordpress, Firewalls, Cygwin, Jenkins, Nexus, HL7, IntelliJ, Ansible, SQL, Git, Subversion
Education
Temple University 2008 — 2011
IST, BS, Info Sci + Tech
BNP Paribas September 2009 - Present
State Street May 2008 - September 2009
SEI Investments April 2007 - 2008
SEI Investments July 2002 - April 2007
Vanguard July 2000 - July 2003
Beneficial Bank February 1987 - July 2000
Skills
Accounting, Banking, Auditing, Business Process..., Equities, Finance, Financial Reporting, Fixed Income, Investments, Management, Mutual Funds, Portfolio Management, Retail Banking, Securities, Financial Services
Education
Temple University 1987 — 1993
BS, Accounting
Vanguard March 2015 - Present
Vanguard September 2013 - March 2015
Philly2Night.com February 2013 - May 2013
College Fashionista June 2012 - August 2012
Skills
Microsoft Office, Social Media, Writing, Research, Public Relations, Facebook, Event Planning, Social Networking, PowerPoint, Spanish, Public Speaking, Microsoft Word, Blogging, Editing, Photoshop, Microsoft Excel, Google Docs, Adobe Creative Suite, Creative Writing, Final Cut Pro, WordPress, Event Management, AP Style, InDesign, Social Media Marketing, Press Releases, Newsletters, Time Management
Education
Temple University 2009 — 2013
Bachelor of Arts (B.A.), Public Relations, Spanish
University of Oviedo 2011 — 2012
Spanish
EPAM Empathy Lab February 2013 - Present
Dreamland Toyworks, Inc. May 2006 - Present
TrueAction, A GSI Commerce Company March 2011 - February 2013
Razorfish Health August 2010 - March 2011
Empathy Lab February 2010 - August 2010
Comcast Interactive Media September 2006 - November 2009
Vanguard March 2003 - August 2006
IKON Office Solutions February 2001 - March 2003
GVOX 2000 - 2000
Qwest 1999 - 2000
Skills
Metadata, Navigation, Information Architecture, Usability Testing, User-centered Design, User Experience, User Research, Heuristic Evaluation, Site Maps, Interaction Design, Controlled Vocabularies, Wireframes, Persona, Usability, User Interface Design, Card Sorting, Contextual Inquiry, Experience Design, User Experience Design, Heuristic Analysis, OmniGraffle
Education
Temple University 1988 — 1995
BA, Anthropology
Baltimore County Public Schools August 2015 - Present
Towson University October 2014 - August 2015
Community College of Baltimore County September 2014 - May 2015
Vienna, Austria Public Schools September 2011 - September 2013
Towson University July 2006 - June 2011
Baltimore City Public Schools August 2006 - August 2010
International House School September 2001 - August 2003
Vanguard May 2000 - September 2001
Skills
Foreign Languages, Language Teaching, Teaching English as a..., Language Services, Language Development, Scuba Diving, Telephone Skills, Proposal Writing, Teaching Reading, Educational Technology, Macintosh Applications, Macintosh hardware, Windows XP Pro, Microsoft Excel, Microsoft Office, PowerPoint development, SPSS, Promethean Board, Vocabulary Development, Classroom, Translation, Friendly Personality, ESL, Teaching, Curriculum Design, Higher Education, Curriculum Development, Staff Development, Tutoring, Program Development, Community Outreach
Education
Teachers College of Columbia University 2004 — 2006
Master of Arts (MA), Linguistics / TESOL
Washington College 1995 — 1999
Bachelor's degree, International Studies and Economics, GPA = 3.6
CDI Corporation July 2015 - Present
Vanguard October 2014 - July 2015
Vanguard July 2013 - October 2014
Russell Conwell Center, Temple University October 2009 - May 2013
Morgan Stanley June 2012 - August 2012
Temple Towers December 2010 - August 2012
KPMG US June 2011 - August 2011
Nordstrom October 2010 - June 2011
Skills
Microsoft Office, Analysis, Customer Service, Strategy
Education
Temple University 2009 — 2013
Bachelor's Degree, Finance
Bok Tech
Bimbo Bakeries USA April 2012 - Present
InstaMed February 2009 - April 2012
Vanguard January 2000 - February 2009
Skills
Procurement, Start-ups, Finance, Accounting, Lean Manufacturing, Microsoft Excel, Time Management, PowerPoint, Forecasting, Variance Analysis, Process Improvement, Financial Reporting, Financial Analysis, Management
Education
Temple University 1994 — 1997
Bachelor of Business Administration (BBA), Accounting
Vanguard June 2015 - Present
Vanguard September 2013 - June 2015
Harleysville Savings Bank May 2010 - September 2013
Melodia Grill September 2008 - August 2010
Assou's Bistro May 2008 - September 2008
Souderton Area High School June 2008 - August 2008
Skills
PowerPoint, Microsoft Excel, Social Media, Customer Service, Microsoft Office, Microsoft Word, Editing
Education
Temple University 2009 — 2013
Bachelor of Arts (B.A.), Strategic Communication, Business, GPA: 3.9
Souderton Area High School 2005 — 2009
Vanguard July 2015 - Present
Vanguard March 2014 - July 2015
Vanguard July 2013 - March 2014
Vanguard May 2012 - August 2012
Skills
Business Systems..., Software Development, Java, JavaScript, AngularJS, HTML, Access, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Strategic Planning, Public Speaking, Time Management
Education
Temple University 2008 — 2013
Bachelor of Science, Mathematics and Computer Science
Customers Bank February 2013 - Present
Wayne II Networkers February 2012 - May 2015
Customers Bank October 2011 - February 2013
Bank of America July 2010 - October 2011
Conestoga Bank September 2009 - August 2010
Citizens Bank September 2007 - February 2009
Blockbuster, Inc. June 2001 - August 2007
Vanguard 2001 - 2002
Skills
Banking, Loans, Small Business Lending, Commercial Lending, Sales, Commercial Banking, Management, Relationship Management, Property Management..., Customer Service, Cash Management, Sales Management, Banking for Title..., Mortgage Lending, New Business Development, Business Development, Loan Origination, Consumer Lending, Branch Management, Credit, Strategy, Small Business, Risk Management, Internet Banking, B2B, Retail Banking, Financial Services, Branch Banking, Coaching, Underwriting, Mortgage Banking, Training, Mergers & Acquisitions, Marketing, Cross Selling, Finance, Credit Analysis, Portfolio Management, Personnel Management, Store Management, Title Company Banking, HOA Banking Specialist, Commercial Mortgages, Lines Of Credit, Financial Risk, Credit Risk, Leadership, Home Equity Loans, Financial Analysis, Commercial Real Estate
Education
Temple University 1996 — 2000
Bachelor of Arts, Communications
Central York High School 1992 — 1996
High School Diploma - Honors, General and Honors Studies
Bloomberg LP December 2014 - Present
Bloomberg LP March 2013 - December 2014
Vanguard October 2012 - March 2013
J.P. Morgan August 2010 - August 2012
Education
Temple University
BBA
Vanguard June 2015 - Present
Temple University December 2014 - May 2015
Pfizer June 2014 - July 2014
Pfizer June 2013 - August 2013
Skills
Microsoft Office, Microsoft Word, PowerPoint, Teamwork, Social Media, English, Windows, Time Management, Leadership, Social Media Marketing, Social Networking, Marketing, Strategic Planning, Team Leadership, Outlook, Facebook, Recruiting
Education
Temple University - Fox School of Business and Management 2011 — 2015
Bachelor's Degree, Major: Human Resources Management, Minor: Marketing
Temple University
Bachelor of Business Administration (BBA)
Vanguard January 2012 - September 2015
United Way of Greater Philadelphia and Southern New Jersey August 2013 - December 2013
Vanguard November 2010 - January 2012
Bank of America September 2009 - November 2010
TD September 2005 - May 2009
Skills
Series 7, Series 63, Corporate Communications, Trading, Team Leadership, Writing, Editing, Retail Banking, Brokerage, Fundraising, Public Speaking, Contract Negotiation, Marketing, Sales, Customer Service
Education
Temple University - Fox School of Business and Management 2015 — 2016
Master of Business Administration (M.B.A.), Marketing
Temple University 2005 — 2008
Bachelor of Arts (B.A.), Psychology
Vanguard May 2015 - Present
Philadelphia Department of Public Health December 2008 - April 2015
Philadelphia Department of Public Health July 2007 - November 2008
Philadelphia Department of Public Health July 2006 - June 2007
Skills
HL7, Electronic Lab Reporting, LOINC, SNOMED, Rhapsody, XML, XSLT, XPath, XSL-FO, Ant, Tomcat, Java, OCR, SQL, SQL Server 2000-2008, HSQLDB, Microsoft Office
Education
Temple University 2002 — 2006
Bachelor of Science
Temple University 2013 — 2014
Vanguard May 2014 - Present
MEDLIFE August 2013 - February 2014
World Affairs Council of Philadelphia February 2013 - July 2013
Cozen O'Connor May 2012 - August 2012
Skills
Spanish, Research, Public Speaking, Community Outreach, Nonprofits, Microsoft Office, PowerPoint, Microsoft Excel, Customer Service, Microsoft Word, English, Event Planning, Leadership, excel, Series 6, Series 63
Education
Temple University 2010 — 2013
Bachelor of Arts (B.A.), Spanish Language and Literature. Geography and Urban Studies
The University of Oviedo
University of Vermont 2009 — 2010
High Noon Entertainment February 2015 - Present
Orion Entertainment September 2014 - January 2015
Marc Summers Productions/Shooters Post & Transfer November 2011 - August 2014
High Noon Entertainment October 2002 - October 2011
Pegasus Communications February 2001 - March 2002
Banyan Productions 1999 - 2001
Vanguard 1998 - 1999
WTXF-Fox29 News 1991 - 1998
WPVI-TV6/ ABC September 1989 - September 1991
Skills
Reality, Avid, Avid Media Composer, Post Production, Final Cut Pro, Documentaries, Television, Producing, Video Production, Broadcast, HD Video, Media Production, Casting, Video, Journalism
Education
Temple University
Master's degree, Journalism
West Chester University
Bachelor's degree, Business Administration
AmeriHealth Caritas January 2013 - Present
Mercer 2010 - 2012
CIGNA Corporation August 2005 - 2010
Oliver Wyman September 2002 - August 2005
Vanguard June 2000 - September 2002
Vanguard June 1997 - June 2000
Vanguard September 1994 - June 1997
Vanguard August 1992 - September 1994
Vanguard June 1989 - August 1992
Skills
Risk Management, Business Process..., Enterprise Risk..., Leadership, Process Improvement, Governance, Strategy, Management, Change Management, Auditing, Financial Risk, Program Management, Finance, Operational Risk, Analysis, Strategic Planning, Financial Services, Internal Audit, Risk Assessment, Six Sigma, Sarbanes-Oxley Act, CRM, Consulting, Operations Management, Business Continuity, Corporate Governance, Internal Controls
Education
Temple University
MBA, Computer & Information Sciences
West Chester University of Pennsylvania
BS, Business Administration (Accounting)
Vanguard October 2014 - Present
Carmo Photography - ML Photo March 2011 - Present
Randstad Corporate Services October 2012 - October 2014
Nokia January 2006 - August 2012
Clear Channel Delaware September 2004 - March 2007
WRTI September 2000 - May 2005
Skills
Mobile Devices, Content Management, Mobile Communications, Digital Media, Content Strategy, Internal Communications, Social Media, Mobile Technology, Marketing Communications, Technical Writing, Telecommunications, Leadership, Journalism
Education
Temple University 2000 — 2004
Bachelor of Science (BS), Communication and Media Studies
Transamerica Retirement Solutions May 2014 - August 2014
Vanguard January 2012 - September 2012
Aon July 2008 - July 2009
United Family Healthcare May 2007 - August 2007
Skills
Financial Risk..., Option Pricing Models, Derivatives, Hedging, Actuarial Science, Operational Risk..., Pensions, Defined Benefit, Pension Funds, Valuation, Insurance, Actuarial Exams, Actuarial Consulting, Loss Reserving, Stata, Corporate Fraud, Financial Modeling, Corporate Finance, VBA, Emerging Markets, Strategy
Education
Brandeis University International Business School 2013 — 2015
Master of Business Administration (M.B.A.), Risk Management/ Corporate Finance
Temple University
BBA, Actuarial Science
Vanguard September 2014 - Present
Diamond Edge Communications April 2013 - Present
The Bean Cafe June 2012 - January 2014
Smokin' Bettys January 2009 - January 2011
Education
Temple University 2009 — 2013
Bachelor's degree, Advertising Research
Vanguard Group June 2005 - Present
Vanguard September 1999 - June 2005
Vanguard February 1999 - September 1999
Skills
Agile Methodologies, DB2, SQL, IDAA, SharePoint, Scrum, Kanban, Requirements Analysis, Hadoop, Hive, Impala, Apache Pig, COBOLII, JCL, Python, Data Science, Machine Learning, Cognos, Octave, Java, Agile Project Management, SDLC, Visio, JavaScript, HTML 5
Education
Temple University
Master of Education (MEd), Therapeutic Recreation/Recreational Therapy
Temple University
Bachelor of Arts (B.A.), Psychology
Wells Fargo August 2014 - Present
Wells Fargo May 2010 - August 2014
Wells Fargo March 2008 - March 2010
Wells Fargo March 2006 - March 2008
Ernst & Young June 2005 - February 2006
Shimane Prefecture June 2004 - June 2005
Knight Consulting January 2003 - February 2004
Vanguard June 2000 - August 2003
Skills
ETL, Analysis, Business Intelligence, Data Warehousing, Management, Data Modeling, T-SQL, SQL, Databases, SSIS, SDLC, Business Analysis, Data Migration, Database Design
Education
Temple University 2000 — 2004
Bachelor of Science (B.S.), Finance, Computer Science
National Federation of Independent Business (NFIB) 2014 - Present
Vanguard 2010 - 2013
CSSI.ORG 2006 - 2013
Skills
Requirements Analysis, Software Development, Scrum, SQL, Java, .NET, Microsoft SQL Server
Education
Temple University
BS, Computer Science
Vanguard September 2013 - Present
GlaxoSmithKline 2008 - September 2013
GlaxoSmithKline 1999 - 2008
Sanofi-Aventis 1995 - 1999
Sterling Winthrop Pharmaceuticals 1991 - 1995
General Electric 1982 - 1991
Skills
Clinical Development, 21 CFR Part 11, Computer System..., Pharmaceutical Industry, Cross-functional Team..., Project Portfolio..., Clinical Trials, GxP, Program Management, Project Management, Agile Application..., Resource Management, System Development and..., Project Team Management, SDLC, CAPA, ITIL, IT Strategy, Validation, PMP, IT Management, Management, Change Control, Software Documentation, Sop, Quality Assurance, FDA, Six Sigma, Clinical Data Management, GMP, R&D
Education
Temple University
BBA, Computer Science
Villanova University
MS, Computer Science
Vanguard Component architectThe Vanguard Group1999 - Present
Education
Temple University 1992 — 1996
MS, IT
Capital One July 2013 - Present
The Colonial Williamsburg Foundation September 2011 - July 2013
The Colonial Williamsburg Foundation June 2009 - September 2011
Colonial Williamsburg Foundation March 2008 - June 2009
Vanguard January 2005 - February 2008
Vanguard September 2001 - December 2004
Skills
Social Media, Web Design, Creative Direction, User Experience, Advertising, Promotions, Marketing Communications, Social Media Marketing, Online Marketing, Interaction Design, Marketing Strategy, User-centered Design, Budgeting, Brand Development, CRM, Customer Experience, Project Management, Analytics, ROI Justification, team building, Team Leadership, Talent Acquisition, Interactive Marketing, Digital Marketing, Digital Strategy, Strategy, Marketing, Mobile Devices, Digital Media, Email Marketing
Education
Temple University 1997 — 2001
BFA
Vanguard January 2012 - Present
Vanguard July 2010 - December 2011
Vanguard May 2007 - June 2010
Skills
Process Improvement, Analysis, Business Intelligence, Risk Management, Risk Assessment, DMAIC, Metadata, Cognos, FileNet, Access, Microsoft Excel, Data Administration, Business Analysis, Strategy, Social Media, Editing
Education
Temple University 2002 — 2006
B.A., Communications
Vanguard July 2013 - Present
Green Tree Servicing February 2012 - July 2013
SHM Financial 2010 - 2010
Skills
Mortgage Lending, Loans, Credit, Credit Analysis, Financial Analysis, Banking, Loan Origination, Portfolio Management, Investments, Mortgage Banking, Finance, Series 7
Education
Temple University 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Villanova University November 2012 - Present
Vanguard August 2009 - November 2012
Vanguard October 2005 - August 2009
Vanguard January 2003 - October 2005
Vanguard June 1995 - January 2003
CoreStates Financial Corp 1992 - 1995
CIGNA 1990 - 1992
Skills
Relationship Management, Leadership, Product Development, Strategic Planning, Product Management, Internal Communications, Change Management, Marketing Strategy, Training, Strategic Communications, Talent Management, Communication Training, Project Management, Corporate Communications, Interviewing Skills, Career Development, Business Planning, Mentoring, Defined Benefit, New Business Development, Retirement, Investments, Asset Allocation, Retirement Planning, Series 6, Series 63, 401k, Financial Services, Mutual Funds, Banking, Insurance, Compliance, Higher Education, Employee Benefits, Coaching, Public Relations, Fundraising, Human Resources, Team Building, Analysis, Team Leadership, Management, Newsletters, Staff Development, Policy, Editing, Crisis Communications, Thought Leadership, Marketing Communications, Leadership Development
Education
Temple University - James E. Beasley School of Law 1989 — 1994
J.D.
Temple University 1990 — 1991
Master of Journalism
University of Scranton 1985 — 1989
BA, Communications
Elsevier June 2008 - December 2010
Elsevier March 2007 - June 2008
Elsevier December 2004 - October 2005
Super Warehouse September 2004 - December 2004
Vanguard September 2003 - September 2004
Education
Temple University
B.A, Journalism, Public Relations, and Advertising
Vanguard June 2006 - Present
Wolters Kluwer October 2002 - May 2006
TV Guide Magazine May 1982 - November 1999
International Computaprint Corporation 1977 - 1981
Education
Temple University 1970 — 1974
Bachelor of Arts (B.A.), Liberal Arts English literature
The Vanguard Group November 1989 - Present
Vanguard November 1989 - Present
Vanguard 1989 - 2015
Vanguard 1989 - 2015
Vanguard 1989 - 2015
Education
Temple University 1981 — 1984
BBA, Computer Science
Merck 1999 - Present
Merck 2010 - 2012
Merck 2006 - 2009
Merck 1999 - 2005
Vanguard 1997 - 1999
SmithKline Beecham Corporation 1996 - 1997
Skills
SDLC, Business Analysis, Requirements Analysis, Visio, SQL, Data Warehousing, MS Project, Project Planning, Validation, Databases, Informatica, Master Data Management, Microsoft Office, Problem Solving, Teradata Data Warehouse, Teradata SQL, Oracle Database, Oracle SQL Developer, Software Documentation, IT Management, Quality Assurance, Microsoft Excel, Pharmaceutical Industry, Integration, Vendor Management, Data Management, Microsoft SQL Server, Cross-functional Team..., Project Management
Education
Temple University
Bachelor’s Degree, Computer Science
The Vanguard Group September 2012 - Present
Vanguard May 2010 - September 2012
The Vanguard Group April 2006 - May 2010
Aetna January 1988 - March 2006
Skills
Auditing, Management, Forecasting, Data Analysis, Risk Management, Risk Assessment, Process Improvement, Financial Risk, Quality Assurance, Internal Audit, Project Management, Business Process..., Financial Analysis, Business Analysis
Education
Temple University 1988 — 1991
BA, Accounting
Vanguard January 2007 - Present
Vanguard July 2000 - December 2006
Vanguard July 1996 - June 2000
KPMG July 1990 - June 1996
Skills
Business Relationship..., Strategic Communications, Consulting, Leadership, Project Management, Financial Services, Marketing, Change Management, Creative Solutions, Presentation Skills, Retirement
Education
Temple University 1986 — 1990
Bachelor of Arts (B.A.), Journalism
Wells Fargo Bank 2009 - 2013
Wachovia, A Wells Fargo Company 2007 - 2008
Wachovia, A Wells Fargo Company 2006 - 2007
Mellon Financial 2001 - 2005
Vanguard 1999 - 2001
McGraw-Hill Construction 2000 - 2000
Educational Testing Service (ETS) 1987 - 1999
Skills
User Experience, Program Management, Product Management, Financial Services, Strategic Planning, Marketing Strategy, Strategy, Business Development, E-commerce, Product Development, Business Process..., Analytics, Project Planning, Payments
Education
Aliquippa High School
Temple University
BA, Journalism
Subaru of America January 2015 - Present
Vanguard October 2011 - January 2015
Vanguard June 2010 - October 2010
Temple University International Programs September 2008 - December 2009
Vanguard June 2009 - August 2009
Asia Initiatives February 2008 - May 2008
Skills
Digital Marketing, Online Advertising, Landing Page..., Digital Strategy, Display Advertising, Data Analysis, Photography, Creative Briefs, Marketing, Advertising, Project Management, Web Marketing Strategy, Paid Search Strategy, Briefing, Social Media, Social Media Advertising, Facebook, Relationship Management, Microsoft Excel, PowerPoint, Microsoft Office
Education
Temple University 2005 — 2009
Bachelor of Arts (B.A.), Economics
University of Southern California August 2012 - Present
The Sporting Club at The Bellevue 2006 - 2010
Temple University - James E. Beasley School of Law 2003 - 2006
Vanguard 2000 - 2002
Skills
Therapists, Leadership, Rehabilitation, Teaching, Program Development, Hospitals, Clinical Research, Research
Education
University of Southern California 2010 — 2012
Master of Arts (MA), Occupational Therapy/Therapist
Temple University 2003 — 2006
M.Ed., Exercise Physiology
Temple University 1996 — 2000
BA, Political Science
Aon October 2014 - Present
Aon September 2012 - October 2013
Arbor Material Handling 2008 - 2012
Vanguard 2006 - June 2008
Skills
Account Management, Consultative Sales..., New Client Prospecting, B2B, Analytical Skills, Cold Calling, Excess & Surplus Lines, Commercial Lines..., Professional Malpractice, Specialty Lines, Time Management, Strategic Partnerships, Project Coordination, Multiple Project..., Building Relationships, Growing Accounts, Identifying Client Needs, Sales Presentations, Underwriting, Territory Development, Oral & Written..., Trade Shows, Process Improvement, Sales, Team Building, Leadership, Sales Operations, Logistics, Licensed Property &..., Licensed Accident and..., DSG Integrated..., Inside Sales Experience, Outside Sales Experience, Sage ACT software, Collaborative Problem..., Targeted Messaging, Medical Malpractice, Healthcare Professional..., Analysis of Monthly..., Richardson Sales..., Property Insurance, Insurance, Consultative Selling, Customer Service, Commercial Insurance, Professional Liability, Management, Liability, Property & Casualty..., Life Insurance
Education
Temple University
Shire July 2015 - Present
Boehringer Ingelheim October 2012 - July 2015
Boehringer Ingelheim 2011 - October 2012
inVentiv Health on behalf of Boehringer Ingelheim June 2010 - September 2011
Toshiba Business Solutions October 2009 - June 2010
Pfizer May 2008 - April 2009
Vanguard November 2004 - April 2008
Skills
Consultative Selling, Cold Calling, B2B, Pharmaceutical Sales, Hypertension, COPD, Pulmonology, Sales, Selling, Diabetes, Cardiology, Selling Skills, Sales Effectiveness, Urology, Nephrology, Neurology, Managed Care, Sales Force Development, Gastroenterology, Product Launch, Rheumatology, Endocrinology, Allergy, Hospital Sales
Education
Temple University 2001 — 2004
BBA, Business
High School
High School
Vanguard December 2006 - Present
Skills
Mutual Funds, Fixed Income, Equities, Financial Modeling, ETFs, Derivatives, Quantitative Analytics, Asset Allocation, Bloomberg, Finance, Investment Strategies, Portfolio Management, Investments
Education
Temple University
Good World Solutions June 2015 - Present
Crayola January 2015 - March 2015
Nisolo July 2014 - December 2014
Peace Corps Nicaragua May 2011 - May 2013
Vanguard October 2009 - April 2011
StartingBloc February 2011 - February 2011
Vanguard July 2008 - July 2009
State Farm June 2004 - June 2007
Skills
Business Strategy, Non-profits, Sales, Analysis, Financial Analysis, Series 63, Series 6, Series 7, Mutual Funds, Business Analysis, Data Analysis, Project Management, 401k, Strategic Planning, Marketing, Investments, Microsoft Excel, Retirement, Equities, Economic Development, Nonprofits, Leadership, Entrepreneurship, Business Planning, Management, Spanish
Education
University of South Carolina - The Moore School of Business 2013 — 2015
International MBA, Spanish Track, Strategy and Marketing with Social Impact focus
Tecnológico de Monterrey 2014 — 2014
International MBA, International Business
University of Arizona, Eller College of Management 2004 — 2008
BA, Finance and International Business
Thomas Jefferson School of Law Small Business Clinic August 2015 - Present
County of San Diego April 2015 - Present
Thomas Jefferson School of Law's Graduate Programs 2013 - 2015
R.J. Reynolds Tobacco Company May 2008 - August 2010
Mercer Capital Ltd. 2007 - 2008
Vanguard 2006 - 2007
Jacobs Law Group, PC September 2005 - February 2006
Skills
Entertainment, Leadership, Legal Research, Legal Writing, Research, Social Networking, Westlaw, Legal Assistance, Courts, Public Speaking, Civil Litigation, Litigation, Management, Microsoft Office, Customer Service, Mediation
Education
Thomas Jefferson School of Law
Law
Temple University 2001 — 2005
Bachelor of Arts, Broadcast Communications
Vanguard July 2013 - Present
Vanguard October 2010 - July 2013
UPS March 2006 - October 2010
Skills
Series 63, Series 6, Mutual Funds, Investments, 401k, Asset Allocation, Retirement, Non-Qualified Deferred..., Defined Benefit, Net Unrealized..., CRM, ETFs, Finance, Financial Analysis, Investment Strategies, Retirement Planning, Securities, Microsoft Office
Education
Temple University 2008 — 2010
Vanguard June 2013 - Present
WhoseYourLandlord.com May 2012 - Present
Temple University March 2012 - May 2013
WebTek Computer Company June 2008 - May 2013
Temple University February 2011 - May 2011
Skills
CSS, HTML, Javascript, jQuery, Ruby on Rails, Wordpress, PHP, MySQL, Java, Visual Basic, C#, Microsoft SQL Server, Ruby, Python, ASP.NET, Photoshop, Adobe Creative Suite, Microsoft Office, Eclipse, JavaScript, WordPress, AJAX
Education
Temple University 2009 — 2013
Bachelor of Science (BS), Information Technology
Express Homes, Inc. April 2014 - Present
Icon Legacy Custom Modular Homes September 2012 - March 2014
ProBuilt Homes January 2012 - September 2012
Haven Custom Homes August 2011 - January 2012
Icon Legacy Custom Modular Homes December 2010 - August 2011
ProBuilt Homes June 2006 - December 2010
Alexander Cadillac/Pontiac/GMC June 2004 - May 2005
Ritz-Craft Homes February 2002 - May 2004
The MONY Group October 2001 - January 2002
Vanguard September 1996 - September 2001
Skills
Construction, Contractors, Green Building, Residential Homes, Contract Negotiation, Sales Management, Construction Management, New Business Development, Purchasing, Customer Service, Strategic Planning, Budgets, Microsoft Excel, Microsoft Office, Team Building, Process Scheduler, Building Materials, Contract Management, Selling, Sales, Management
Education
Temple University 1993 — 1996
Bachelor's degree, Film/Cinema/Video Studies
Vanguard May 2012 - Present
ProfitPoint Inc 2008 - May 2012
Summit Computers 2004 - 2005
Skills
DevOps, Java, AngularJS, JAX-RS, Apache, Programming, Tomcat, SQL, HTML, Linux, Unix, PHP, MySQL, Windows Server, Troubleshooting, CSS, Visual Basic, Administration, Active Directory, Operating Systems, Problem Solving, Customer Service, Servers, Optimization, Customer Relations, Databases
Education
Temple University 2012 — 2014
Masters Degree in Information Science and Technology, Computer Science, 3.92
Temple University 2009 — 2012
Information Science and Technology, Computer Science, 3.95
Vanguard July 2014 - Present
Vanguard January 2011 - July 2014
Vanguard October 2009 - October 2010
Vanguard October 2008 - October 2009
Skills
Equities, Bloomberg, Asset Allocation, Finance, Financial Analysis, Securities, Relationship Management, Financial Services
Education
Temple University 2004 — 2008
BA, Finance
Vanguard February 2011 - Present
Philadelphia Magazine July 2001 - February 2011
Education
Temple University 1997 — 2000
MFA, Graphic and Interactive Design
Vanguard April 2015 - Present
Valley Forge Trattoria and Lounge May 2011 - Present
Home February 2009 - Present
SEI July 2007 - February 2009
SEI November 2006 - July 2007
ATR, Inc 2005 - 2006
Skills
Mutual Funds, Process Improvement, Investments, Financial Services, Microsoft Excel, Financial Analysis, Portfolio Management, Financial Reporting, Asset Management, Customer Service, Accounting, Alternative Investments, Equities, Management, Hedge Funds, Microsoft Office, Securities
Education
Temple University 2000 — 2005
B.A Mathematics, Mathematics
Thompson Institute 1997 — 1999
Medical Assisting, Medical/Clinical Assistant
Vanguard July 2014 - Present
Vanguard February 2012 - July 2014
Guardian Life Insurance Company September 2008 - October 2009
Temple University Center City Media Services December 2005 - May 2008
Price Waterhouse Coopers, Conakry, GUINEA May 2006 - July 2006
University of the District August 2004 - December 2004
Skills
Microsoft Office, Excel, PowerPoint, Access, Insurance, Customer Service, Customer Relations, Public Speaking, Problem Solving, Word, Accounting, Research, Outlook, Budgeting, Underwriting, New Business Development, Administration, Analysis, Investments, Financial Analysis, Inventory Management, Data Analysis, Banking, Data Entry, Statistics, Risk Management, Teamwork, English, Spreadsheets, Negotiation, Lotus Notes, Series 6, Project Planning, Microsoft Excel, Leadership, Finance, Life Insurance, Strategic Financial...
Education
LA SALLE UNIVERSITY, School of Business 2010 — 2011
Master, Business Administration; Finance
TEMPLE UNIVERSITY, Fox School of Business
Bachelor, Business Administration; Finance; Risk Management and Insurance; Finance
Temple University
Merrill Edge January 2014 - Present
Merrill Edge February 2012 - Present
Merrill Lynch February 2012 - Present
Vanguard August 2011 - December 2011
Nordstrom June 2011 - December 2011
Lincoln Financial Advisors December 2010 - May 2011
PNC July 2008 - December 2010
Macy's East May 2007 - August 2007
Target October 2006 - January 2007
Skills
Credit, Customer Service, Deposits, Microsoft Excel, Retail, Banking, Financial Analysis, PowerPoint, Cash Handling Experience, Microsoft Word, Sales, Cash Management, Microsoft Money, Time Management, Finance, Seibel, Legacy Systems, Softphone
Education
Temple University 2007 — 2011
Bachelor, Finance
Vanguard August 2014 - Present
Vanguard August 2013 - Present
Fox Undergraduate Advising Office June 2010 - May 2013
British American Business Council - Philadelphia November 2011 - August 2012
Skills
Financial Analysis, Project Management, Strategic Consulting, Chinese, Customer Service, Analysis, Program Management, Blogging, Public Speaking, Leadership, Newsletters
Education
Temple University 2009 — 2013
B.B.A., Economics
Temple University
Bachelor of Business Administration, Economics
Vanguard May 2014 - Present
RPM Direct January 2011 - May 2014
Towne Park June 2013 - February 2014
Temple University Rome August 2012 - December 2012
Education
Temple University 2010 — 2014
Bachelor of Business Administration (BBA), Finance & Economics
Temple University - Fox School of Business and Management 2010 — 2014
Bachelor's degree, Finance
Council Rock High School South 2006 — 2010
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 2005 - Present
Vanguard September 1999 - June 2005
Skills
Financial Modeling, Financial Analysis, Bloomberg, Essbase, DCF, Financial Forecasting, Reporting & Analysis, Ad Hoc Reporting, Variance Analysis, Capital Budgeting, Hyperion Planning, Strategic Financial..., Financial Reporting, Accounting, Financial Statement..., Hyperion Enterprise, Business Valuation, Pivot Tables, Cash Flow Forecasting, Account Reconciliation, Equity Valuation, Cash Management, Valuation, Cost Accounting, Corporate Finance, Cash Flow, Treasury, Treasury Management, Sarbanes-Oxley Act, Consolidation, Managerial Finance, Asset Management, Financial Statements, Finance, Bloomberg Terminal, Microsoft Excel, Equity Research, Financial Planning, Risk Management, Investments, Mutual Funds, Process Improvement
Education
Temple University
BBA, Accounting
Villanova University
MBA, Finance
PNC Investments 2013 - Present
Vanguard February 2011 - September 2013
Morgan Stanley Smith Barney March 2006 - February 2011
Janney Montgomery Scott 2003 - 2006
Janney Montgomery Scott 1993 - 2001
Education
Temple University
BA, History and Political Science
The Shipley School
montgomery country day
Vanguard August 1992 - Present
Education
Temple University 1985 — 1990
Bachelor of Science, Business Law and Real Estate
Vanguard 2004 - Present
Citigroup (CitiCards/Sears Roebuck) 2003 - 2004
Army National Guard 1994 - 2004
Citigroup (CitiCards/Sears Roebuck) 2001 - 2003
Travelers 1998 - 2001
Skills
Project Management, Business Analysis, Process Improvement, Analysis, Project Planning, Vendor Management, Requirements Analysis, Business Process..., Visio, SharePoint, Mutual Funds, Leadership, Agile Project Management, Property & Casualty..., Financial Services
Education
Temple University 2001 — 2003
MBA, Business Administration and Management, General
Western Carolina University 1994 — 1998
Bachelor of Science (BS), Business Administration and Management, General
Chesapeake Benefit Partners January 2008 - Present
NRG Energy 2013 - January 2014
Princeton Retirement Group December 2000 - December 2006
Vanguard September 1996 - June 2000
Skills
ERISA, Pensions, Employee Benefits, 401k, Defined Benefit, Benefits Administration, Deferred Compensation, Retirement, Retirement Plan..., Defined Contribution, HRIS, HR Consulting
Education
Temple University
B A, Criminal Justice
ASPPA
Attained QKA designation
Institute for Employee Benefits Training
Paralegal Certificate, Employee Benefits
Einstein Healthcare Network 2013 - Present
Bristol-Myers Squibb 1999 - 2010
Pitney Bowes 1998 - 1999
Premier Auto Insurance 1995 - 1998
Progressive Insurance 1991 - 1995
Vanguard 1990 - 1991
Skills
Cardiology, Pharmaceutical Industry, Sales Effectiveness, Diabetes
Education
Temple University
Bachelor of Business Administration (B.B.A.), Management and Marketing
Vanguard January 2012 - Present
Vanguard March 2007 - January 2012
Vanguard July 2005 - March 2007
Skills
Data Analysis, Problem Solving, Process Improvement..., Process Implementation, Client Interfacing..., Financial Analysis, Financial Modeling, Financial Reporting
Education
Temple University 2008 — 2011
Master of Education (M.Ed.), Higher Education/Higher Education Administration
West Chester University of Pennsylvania 1997 — 2000
Bachelor of Science (B.S.), Criminal Justice
Vanguard
Skills
Financial Services, Relationship Management, Retirement, Defined Contribution, IRAs, Lotus Notes, ERISA, Customer Service, Series 63, Series 7
Education
Institute for integrated Nutrition 2014 — 2015
Health coach
Temple University 2001 — 2006
Bachelor of Arts (B.A.), English Language and Literature, General
Temple University
Bachelor of Arts (B.A.), English Language and Literature/Letters
QVC 2003 - Present
PFPC 2002 - 2003
Vanguard 2000 - 2002
KPMG 1997 - 1999
AT&T 1987 - 1997
Earlier 1982 - 1987
Skills
Customer & Employee..., Consultative & Solution..., IT Systems Development, Project Management, Program Management, Portfolio Management, Program Management..., Product Management, Business Process..., Startups, Training, Coaching, Mentoring, PMO, SDLC, CRM, Start-ups, Strategy, Cross-functional Team..., Business Analysis, Process Improvement, Management, Vendor Management, Leadership
Education
Villanova University
Bachelor of Science (BS), Accounting
Temple University
MBA, Computer Information Science