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
PricewaterhouseCoopers LLP July 2012 - Present
Ernst & Young 2006 - 2012
Vanguard July 2004 - October 2006
Skills
Corporate Tax, Tax, Accounting, International Tax, Tax Accounting, Tax Research, Financial Accounting, Income Tax, US GAAP, GAAP, Financial Reporting, PFICs, Mutual Funds, Hedge Funds
Education
Temple University - Fox School of Business and Management 1999 — 2003
Bachelor of Science (BS), Accounting
Vanguard August 2013 - Present
Vanguard February 2011 - August 2013
Vanguard September 2008 - February 2011
Vanguard June 2007 - September 2008
Wachovia Securities Financial Network September 2005 - January 2007
Wegmans Food Markets June 2005 - June 2006
Wegmans Food Markets December 1999 - June 2005
Skills
Mutual Funds, Account Reconciliation, Investment Management, Retirement Planning, Customer Service, Sales, Trading, Fund Accounting, Financial Analysis, Investments
Education
Temple University - Fox School of Business and Management 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
Vanguard March 2014 - Present
Vanguard June 2013 - March 2014
Temple University February 2011 - December 2012
Vanguard June 2012 - August 2012
Temple University June 2011 - August 2011
Rite Aid August 2006 - June 2011
The Plough and the Stars October 2008 - February 2009
Skills
Microsoft Office, Dreamweaver, Final Cut Pro, Accounting, Fundraising, Social Media, Photoshop, Access, Social Networking, Producing Documentaries, Microsoft Excel, PowerPoint
Education
Temple University 2015 — 2018
Master of Business Administration (M.B.A.), Innovation Management
Temple University
Bachelor of Business Administration (B.B.A.), Business Administration, Accounting
Vanguard 2000 - Present
Office of Facilities Management , Temple University 1994 - 2000
Raytheon 1993 - 1994
KlingStubbins 1989 - 1993
Dimensional Dynamics 1984 - 1989
Skills
Strategic Thinking, Relator, High Achiever, Knowledge-hungry Learner, Responsiveness, Leadership, Organizational Structure, Facilities Management, Architecture, Workplace Solutions, Corporate Real Estate, Design and Construction, Green Building, Real Estate, Contract Negotiation, Customer Service, Team Building, Budgets, Construction, Management, Negotiation, Project Management, Project Planning, Space Planning, Strategic Planning
Education
Temple University 1982 — 1987
Bachelor of Architecture (BArch), Architecture
University of Phoenix
Master of Business Administration (MBA), MBA
Vanguard February 2012 - Present
Vanguard September 2010 - January 2012
Vanguard July 2009 - September 2010
J.P. Morgan June 2008 - December 2008
Skills
Financial Analysis, Mutual Funds, Risk Management, Series 63, Investments, Portfolio Management, Series 6, Asset Managment, Series 7, Asset Management, Finance, Financial Services, Fixed Income
Education
Temple University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance Risk Management & Insurance, Magna Cum Laude
Vanguard March 2014 - Present
Vanguard May 2012 - March 2014
Vanguard 2008 - 2012
Walgreens May 2006 - January 2007
Skills
Series 7, Series 6, Series 63, Mutual Funds, Financial Services, Project Management, Communication, SharePoint, Equities, Corporate Finance, Financial Analysis, Financial Modeling, Financial Risk, Asset Allocation, Risk Management, Securities, Investments, Finance, Microsoft Excel, Microsoft Office
Education
Temple University - Fox School of Business and Management 2002 — 2006
Bachelor of Business Administration (B.B.A.), Pre-Law Studies
Vanguard April 2014 - Present
Jimmy John's October 2010 - April 2013
Olympia Sports May 2012 - March 2013
Temple University Japan January 2012 - April 2012
Skills
Time Management, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Facebook, Data Entry, Teamwork, Inventory Management, Leadership, Social Media, Social Networking, Customer Satisfaction, Outlook, Event Planning, Retail, Sales, Team Leadership, Public Speaking, Eviews, Highly detail oriented, Statistics, Economics, Analysis, Investments, Finance
Education
Temple University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Barclays Investment Bank January 2015 - Present
Vanguard October 2012 - January 2014
Freedom Mortgage April 2012 - September 2012
Prudential Financial August 2011 - April 2012
Skills
Investments, Sales, Series 63, Series 6, Trading, Finance, Strategy, Options, Management, Financial Services, Financial Risk, Recruiting, Insurance, Microsoft Office, Equities, Portfolio Management, Mutual Funds, Investment Strategies, Financial Markets, Securities, Microsoft Excel, Financial Modeling, PowerPoint
Education
Temple University
Bachelor of Science, Business Administration; Finance/MIS
Vanguard November 2012 - Present
Vanguard September 2011 - November 2012
First Investors Corporation December 2010 - August 2011
First Investors Corporation September 2010 - December 2010
Thomas Jefferson University Hospital - Dermatology & Cutaneous Biology November 2009 - August 2010
Thomas Jefferson University Hospital - Dermatology & Cutaneous Biology June 2009 - November 2009
Thomas Jefferson University Hospital - Hospital Compliance September 2008 - January 2009
Thomas Jefferson University Hospital - JeffGraphics November 2005 - August 2008
Temple University - Media Learning Center October 2006 - May 2007
Education
Temple University - Fox School of Business and Management 2006 — 2011
BBA, International Business, Finance
USI Kibble & Prentice August 2015 - Present
Kibble & Prentice October 2005 - April 2015
Invesmart March 2003 - October 2005
Vanguard June 2002 - January 2003
Skills
401k, Investments, Mutual Funds, Retirement, Financial Services, Retirement Planning, Pensions, Microsoft Excel, Microsoft Word, Outlook, Technology Process..., Benefits Administration, Customer Service, Sales, Employee Benefits, Data Analysis, Human Resources, Deferred Compensation, Onboarding, Process Improvement, Series 6, Risk Management, Leadership
Education
Temple University - Fox School of Business and Management 1998 — 2002
Bachelor of Business Administration (BBA), Management Information Systems
Vanguard August 2015 - Present
Temple University January 2015 - May 2015
Bank of America July 2014 - November 2014
Skills
PowerPoint, Leadership, Korean, Microsoft Word, Social Media, Public Speaking, Time Management, Data Analysis, Microsoft Excel
Education
Temple University - Fox School of Business and Management 2015 — 2017
Master of Science in Investment Management, Finance
Temple University - Fox School of Business and Management 2011 — 2015
Bachelor of Business Administration (BBA), Finance and Financial Management Services
World Communications Charter School August 2014 - Present
Entezari Consulting April 2013 - Present
Laboratory School of Communications & Languages August 2010 - August 2014
Vanguard July 2008 - August 2010
The Depository Trust & Clearing Corporation June 2007 - August 2007
Skills
Social Networking, Business Analysis, Consulting, Sales Operations, Proposal Writing, Strategic Partnerships, Small Business, Start-ups, B2B, Sales Process, Management Consulting, CRM
Education
Temple University - Fox School of Business and Management 2011 — 2013
Master of Business Administration (M.B.A.), Accounting
Ursinus College 2004 — 2008
Bachelor of Arts (B.A.), Economics and Business Administration
JPMorgan Chase May 2013 - Present
JPMorgan Chase May 2008 - April 2013
Realty Investment Solutions July 2005 - May 2008
Vanguard June 2001 - July 2005
Vanguard October 1998 - June 2001
Skills
Project Management, Marketing Communications, Management, Relationship Management, Organizational..., Analytical Skills, Credit Cards, Financial Services
Education
Wilmington University
Master of Science in Management (MSM), Organizational Leadership
Wilmington University
Bachelor of Science (B.S.), Organizational Management
Temple University
Certification in Effectual Communication
Vanguard January 2010 - Present
Barley Sheaf Players 2011 - 2013
Penn Mutual 1986 - 1989
Skills
Mutual Funds, ETFs, Series 6, Series 7, Risk Management, Asset Allocation, Series 63, Investments, Retirement
Education
Temple University 1979 — 1983
BA, Communications
Nationwide Investment Management July 2013 - Present
Nationwide Financial August 2011 - Present
Mogan Stanley December 2007 - August 2011
The Vanguard Group January 2005 - November 2007
Quaker Chemical 1997 - 2005
Vanguard 1990 - 1991
Skills
Financial Modeling, Finance, Investments, Forecasting, Business Planning, Start-ups, Mutual Funds, Business Development, Management, Strategic Planning, Leadership, Hedge Funds, Investment Management
Education
Widener University 2001 — 2004
MBA, Finance
Temple University 1992 — 1997
BS, Health Sciences
Saint James 1988 — 1992
IDEXX Laboratories July 2012 - Present
Sony Music Entertainment (Peak Interactive Inc) June 2011 - June 2012
Berkadia Commercial Mortgage LLC July 2010 - October 2010
Berkadia Commercial Mortgage LLC July 2007 - July 2010
Berkadia Commercial Mortgage LLC March 2003 - July 2007
PFPC Global Fund Services March 2002 - May 2002
PFPC Global Fund Services March 2000 - March 2002
BISYS Fund Services September 1999 - February 2000
Vanguard December 1996 - August 1999
Skills
Commercial Mortgages, Loans, Portfolio Management, Cash Management, Real Estate, Project Coordination, Web Project Management, Customer Relations, Customer Service, Applications Support, Client Services, Training & Development, Technical Training, User Acceptance Testing, Quality Assurance, Microsoft Office, Change Management, SWIFT, SharePoint, Enterprise Software, Cognos, Problem Tracker..., Inventory Management, Escalation Management, Escalation, International Relations, Billing, Microsoft Access, Database Administration, Database Management, Reporting & Analysis, Workflow, Team Leadership, Vendor Relations, Vendor Management, Account Reconciliation, Employee Hiring, New Hire Training
Education
Temple University 1991 — 1995
Music Education and Performance
Vanguard August 2004 - Present
Vanguard July 1984 - August 2004
Skills
Strategic Communications, Public Affairs, Speech Writing, Corporate Communications, Legislative Relations, Public Policy, Media Relations, Politics, Policy, Public Relations, Legislation, Mutual Funds, Political Communication, Community Development, Investments, Equities, Crisis Communications, Internal Communications, Political Consulting, Blogging, Policy Analysis, Political Campaigns, Grassroots Organizing, Government, Crisis Management, International Public..., Congressional Affairs, Communication Training, Coalitions, Government Relations, Strategic Planning, Writing, Lobbying
Education
Temple University - Fox School of Business and Management
MBA
Lee, Myers & O'Connell August 2015 - Present
Colorado Judicial Branch January 2015 - May 2015
Colorado Judicial Branch August 2014 - November 2014
Metro Volunteer Lawyers May 2014 - August 2014
Colorado Judicial Branch May 2014 - August 2014
United States Department of Housing and Urban Development August 2013 - December 2013
Vanguard September 2008 - December 2010
Skills
Microsoft Word, Microsoft Office, Research, Legal Research, Microsoft Excel, PowerPoint, Litigation, Courts, Leadership
Education
University of Denver - Sturm College of Law 2012 — 2015
Juris Doctor (J.D.)
Temple University 2004 — 2008
Bachelor of Arts (B.A.), Broadcasting, Telecommunications, & Mass Media
Radnor High
Whole Foods Market June 2009 - Present
Vanguard December 2013 - April 2014
Whole Foods Market February 2008 - March 2009
Beth Sholom Goldman Preschool October 2006 - February 2008
Skills
Working and..., Working alone, Responsible care of..., Communication, customer service, retail, Productivity, Teamwork, Retail, Inventory Control, Customer Service, Social Networking, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Microsoft Excel, Social Media, Event Planning, Sales, Editing, Time Management, Facebook, Research
Education
Temple University 2004 — 2013
Bachelor of Arts (B.A.), Adult and Organizational Development Concentration in Education
Richard Montgomery High School 2001 — 2004
High School Diploma
Vanguard May 2015 - Present
Paula Hian Designs August 2013 - December 2013
Project A.L.O.E ( Assisting Ladies by Offering Essentials) June 2013 - August 2013
AB&C Sales and Computer Services December 2011 - December 2012
RadioShack July 2012 - September 2012
Skills
Public Relations, Social Media, Microsoft Office, PowerPoint, Public Speaking, Microsoft Word, Event Planning, Facebook, Microsoft Excel, Photoshop, Research, Editing, SAS programming, Sales, Customer Service, Media Relations, Eventbrite
Education
Temple University 2011 — 2015
Public Relations, Advertising, and Applied Communication
Melmark March 2012 - Present
Vanguard August 2005 - January 2007
ARAMARK October 2001 - December 2003
Skills
Social Services, Mental Health, Developmental..., Nonprofits, Cpr Certified, Microsoft Office, Community Outreach, Behavioral Health, Microsoft Word
Education
Temple University 1993 — 2001
Bachelor of Business Administration (BBA), Finance
Samuel S Fels High School 1989 — 1993
HS Diploma, Science and English
RBS N.V. April 2008 - Present
Citizens Bank November 2004 - April 2008
Vanguard December 1998 - January 2004
Skills
Strategic Planning, Negotiation, Java, Accounting, Team Building, Event Management, Event Planning, Social Media, Project Planning, Microsoft Office, Microsoft Excel, Microsoft Word, Loans, Lines Of Credit, Letters of Credit, Collections, Import Export, Mortgage Lending
Education
Temple University - Fox School of Business and Management 2002 — 2006
Bachelor of Business Administration, Marketing
JPMorgan Chase March 2013 - Present
First Haitian Church of God September 2005 - December 2013
Banana RepublicKing of Prussia, PA April 2006 - April 2013
Vanguard Charitable April 2011 - July 2012
Vanguard October 2010 - April 2011
Chrysler Financial June 2009 - August 2010
Lakay Entertainment January 2009 - September 2009
Sears, Roebuck and Co. March 2005 - March 2006
Skills
Editing, Analysis, Data Entry, Access, Finance, Customer Satisfaction, Investments, Microsoft Office
Education
Temple University - Fox School of Business and Management 2005 — 2008
Bachelor of Business Administration, Finance
Penn Wood High School 2001 — 2004
High school diploma
Vanguard January 2015 - August 2015
Vanguard 2012 - January 2015
Montgomery County Community College August 2009 - December 2011
Bank of America August 2010 - January 2011
Skills
Customer Service, PowerPoint, Microsoft Word, Leadership, HP Quality Center, HP QTP, Quality Assurance, C#, Java, MySQL, CRD, Google Analytics, iGrafx, Visio, SnagIt, SlickEdit, Agile Methodologies, Scrum, Agile & Waterfall..., Lotus Notes, SDLC, Microsoft Excel, SQL, Microsoft Office, Testing, Analysis, Business Analysis, Requirements Gathering, XML, Management, System Testing, Regression Testing
Education
Temple University - Fox School of Business and Management 2010 — 2012
BBA, Management Information Systems
Temple Fox 2008 — 2010
Associate, Business Administration
Vanguard June 2013 - Present
Vanguard April 2010 - June 2013
Vanguard September 2008 - April 2010
Vanguard July 2007 - September 2008
Skills
FINRA Series 6 and..., Vanguard DMAIC Training, Multi-lingual: English,..., CRM, Leadership, Management, Business Process, Change Management, Analysis, Business Development, Six Sigma, Business Strategy, Leadership Development, Risk Management, Business Process..., Project Management, Cross-functional Team..., Financial Services
Education
Temple University 2003 — 2007
BA, International Business & Legal Studies
Vanguard August 2013 - Present
Education
Temple University - Fox School of Business and Management 1999 — 2004
Bachelor of Business Administration
EMPOWER Retirement January 2015 - Present
Vanguard February 2000 - January 2015
Merrill Lynch July 1994 - February 2000
Skills
Qualified Retirement..., Defined Contribution, Mutual Funds, Series 63, Investments, 401k, Retirement, Relationship Management, Series 6
Education
Temple University 1988 — 1992
Bachelor of Science (B.S.), Accounting
Father Judge High School 1984 — 1988
Vanguard March 2006 - Present
Hatboro Horsham Post Prom 2010 - 2011
Vanguard May 2000 - March 2006
Drexelbrook Controls, Inc June 1978 - April 2000
Skills
Analytical Reasoning, Cognos, Data Modeling, Data Analysis, Data Management, Business Intelligence
Education
Temple University 1978 — 1982
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Exelon Corporation October 2001 - Present
Delaware Technical & Community College 2006 - 2011
Provident Mutual October 1998 - March 2000
Vanguard 1995 - 1998
Bishop McDevitt High School 1971 - 1986
Skills
Organizational..., Organizational..., Program Management, Employee Engagement, Leadership Development, Business Process..., Employee Relations, Team Building, Talent Management, Human Resources, Succession Planning, Onboarding, Workforce Planning
Education
Villanova University 1973 — 1976
MA, English
Temple University 1967 — 1971
BS, English
Mount Saint Joseph Academy 1963 — 1967
Liberty Travel November 2012 - Present
Liberty Travel November 2012 - Present
Buzz On Broad August 2011 - December 2011
Temple University August 2009 - September 2011
Doubletree Hotel January 2008 - October 2009
Vanguard August 2008 - May 2009
Nittany Beverage February 2006 - December 2007
Skills
Social Media, Editing, Public Speaking, Public Relations, Creative Writing, Event Planning, Event Management, Microsoft Office, Customer Service, Social Media Marketing, Press Releases, Storytelling, PowerPoint, Social Networking, Blogging, Sales, Sports
Education
Temple University 2008 — 2011
Broadcast Journalism, Broadcast Journalism
Penn State University University
SEI September 2012 - Present
Matrix Fund Services January 2011 - August 2012
State Street June 2010 - January 2011
Global Equity Division July 2005 - May 2010
Vanguard June 2004 - August 2004
Exelon Power Team June 2003 - September 2003
Skills
Russian and Ukrainian, Microsoft Office, MFACT, Bloomberg Terminal, IDC, Portfolio Accounting..., E-Horizon, Lotus Notes, Microsoft Outlook, Derivatives, Accounting, Outlook, Account Reconciliation, Microsoft Excel, Portfolio Management, Internal Audit, Financial Statements, Fund Accounting, Financial Reporting, Hedge Funds, SEC filings, Mutual Funds, General Ledger, Financial Analysis, Bloomberg, Fund Administration, Equities, Financial Accounting, GAAP
Education
RIDER UNIVERSITY, College of Business Administration 2007 — 2008
Master, Business Administration; Finance
Temple University - Fox School of Business and Management 2000 — 2005
Bachelor, Business Administration; Accounting, Finance & International Business
The George Washington High School 1996 — 2000
Business
Vanguard June 2012 - Present
The Vanguard Group July 2008 - June 2012
The Vanguard Group August 2003 - July 2008
The Vanguard Group August 2003 - July 2008
The Vanguard Group August 2003 - August 2005
CIGNA Healthcare May 2002 - August 2002
Morgan Stanley May 2001 - August 2001
Skills
Project Management, Leadership, Series 63, Mutual Funds, Investments, Series 6, Financial Analysis, Investment Strategies, Relationship Management, Wealth Management, Finance, CFA Level 3 Candidate
Education
Temple University - Fox School of Business and Management 1999 — 2003
Bachelor, Awarded magna cum laude, Business Honor’s Program
HS
Vanguard June 2014 - Present
Temple University October 2012 - May 2014
U.S. Department of Commerce September 2012 - May 2013
Xpress Natural Gas May 2012 - July 2012
Skills
Series 7, Series 63, Securities, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Teamwork, Social Media, Team Leadership, Public Speaking, Time Management, Leadership, Team Building, Social Media Marketing, Project Management, Public Relations, Economics, Development Economics
Education
Temple University - Fox School of Business and Management 2011 — 2015
Bachelor of Business Administration (B.B.A.), Economics
Council Rock High School South
Temple University
Bachelor of Business Administration, Economics
Vanguard August 2014 - Present
Penn Medicine (University of Pennsylvania Health System) September 2013 - August 2014
PHH Mortgage October 1999 - September 2013
CHMC February 1998 - October 1999
Education
University of Phoenix 2003 — 2004
Bachelor's degree, Computer and Information Sciences and Support Services
Temple University 2000 — 2003
Bachelor's degree, Computer/Information Technology Administration and Management
Vanguard May 2014 - Present
Vanguard February 2013 - May 2014
Upper Main Line YMCA December 2010 - February 2013
Target Corporation May 2010 - August 2010
Hollister Company April 2007 - January 2010
Waterloo Gardens, Incorporated October 2006 - January 2007
Skills
Social Networking, Management, Customer Service, Leadership, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook, PowerPoint, Sales, Social Media Marketing, Team Building, Time Management
Education
Temple University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Economics
www.Lanadot.com March 2014 - Present
Mic Check 1-Two! March 2013 - Present
MicCheck1two August 2011 - Present
Starz Entertainment (Survivor's Remorse Season 2) April 2015 - April 2015
MTV Networks / Logo (Finding Carter Season 2) April 2015 - April 2015
Open Rivers Film Academy February 2015 - February 2015
Vanguard Charitable Endowment Program June 2012 - February 2015
Vanguard February 2012 - May 2012
WHYY August 2011 - January 2012
Mildenberg & Stalbaum March 2010 - 2012
Skills
Final Cut Pro, Audacity, Microsoft Office, Creative Writing, Magazines, Acting, ENPS, Avid, Broadcast Journalism, Video Editing, Videography, Broadcast, News Writing, Adobe Audition, Video Production, Journalism, Video, Editing, Media Production, Blogging, Avid Media Composer, Radio Producing, Voice Over, Film, Producing, Documentaries, Facebook, Fundraising, Copywriting, Feature Articles, Press Releases, Radio Broadcasting, Nonprofits, Radio, Storytelling, Media Relations, Non-linear Editing, Social Media, Broadcast Television, Multimedia, Copy Editing, New Media, Social Networking, Camera, Public Relations, Television, Final Cut Studio, Proofreading, Research, Event Planning
Education
Temple University 2007 — 2011
B/A, Broadcast Journalism
Temple University 2007 — 2011
Bachelor's degree, Broadcast Journalism
Vanguard
Skills
Asset Management
Education
Temple University 2004 — 2007
Bachelor of Arts (B.A.), English
Vanguard May 2015 - Present
Fox School of Business at Temple University August 2013 - Present
Business Honors Student Association November 2013 - November 2014
Lincoln Financial Group May 2014 - August 2014
Business Honors Student Association November 2012 - November 2013
Aflac June 2013 - September 2013
Conicelli Autoplex June 2012 - August 2013
Skills
Teamwork, Public Speaking, Social Media, Microsoft Office, PowerPoint, Customer Service, Access, Microsoft Excel, Microsoft Word, Financial Analysis, Research, Java, English, Bloomberg Terminal, SQL, SAS
Education
Temple University - Fox School of Business and Management 2012 — 2016
Bachelor of Business Administration (BBA), Finance and MIS
Temple University - Fox School of Business and Management 2012 — 2016
Bachelor of Business Administration (BBA), Finance, General
QSI NextGen Healthcare July 2015 - Present
Vanguard May 2015 - June 2015
TD September 2013 - April 2015
Niche Kreative May 2009 - April 2015
1&1 Internet, Inc. April 2013 - August 2013
Fox School of Business at Temple University June 2011 - August 2012
S.V.A Holdings Corporation January 2011 - April 2011
Skills
MySQL, WordPress, Microsoft Office, Web Development, Adobe Creative Suite, Help Desk Support, HTML 5, Windows 7, SQL
Education
Temple University 2008 — 2012
Bachelor of Arts (B.A.), Communication and Media Studies
NIIT 2005 — 2006
Computer Hardware
Ridge Church
Alianzas Latino Outreach July 2015 - Present
Vanguard November 2013 - Present
Vanguard 2012 - November 2013
Vanguard July 2012 - April 2013
Maryland Dream Youth Committee July 2011 - June 2012
DreamActivist Pennsylvania March 2010 - December 2011
Temple University January 2011 - June 2011
Temple for a DREAM September 2010 - May 2011
Development, Relief and Education for Alien Minors Act Advocate January 2008 - May 2011
Consulate of Mexico in Philadelphia May 2008 - September 2008
Skills
Community Outreach, Immigration Issues, Strategic Planning, Analytical Skills, Training, Spanish
Education
Temple University 2007 — 2011
Bachelor of Science, Information Science and Technology, Spanish, Political Science, Latin American Studies
Central High School 2003 — 2007
Bachelor of Arts
Vanguard June 2011 - Present
Vanguard May 2010 - August 2010
Skills
JavaScript, Java, HTML, jQuery, Web Development, CSS, Git, Subversion, Vim
Education
Temple University 2007 — 2011
Bachelor of Science (BS), Information Science and Technology
Vanguard June 2014 - Present
KPMG US June 2012 - August 2012
KPMG US June 2011 - August 2011
Skills
Accounting, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Finance, Series 6, Teamwork
Education
Temple University - Fox School of Business and Management 2008 — 2014
Bachelor of Business Administration (BBA), Accounting and Finance
Vanguard September 2013 - Present
Whole Foods Market Inc June 2008 - August 2013
Jamaica Miniature Bearings October 2006 - June 2008
Skills
Cashiering, Customer Service, Grocery, Sales, Integration, Inventory Management, Retail, Merchandising, Customer Satisfaction, Time Management, Retail Sales
Education
Temple University 2010 — 2012
Bachelor of Business Administration, Economics, 3.63
Drexel University November 2012 - Present
BNY Mellon January 2012 - November 2012
The PFM Group July 2008 - July 2009
Vanguard June 2007 - July 2008
Skills
Financial Analysis, Budgeting, Financial Modeling, Microsoft Excel, Forecasting, Operations Management, PowerPoint, Leadership, Microsoft Office, Event Management, Customer Service
Education
Temple University 2009 — 2011
Master's Degree
University of Pittsburgh 2004 — 2007
Bachelor's Degree, Finance
Vanguard February 2013 - Present
Sabre Systems Inc. June 2012 - August 2012
Skills
C#, .NET, SQL, Java, Groovy, CSS, Subversion, HTML, Software Development, Agile Methodologies, Algorithms, CMS, Computer Science, Databases, Leadership, Microsoft SQL Server, PowerPoint, SDLC, Visual Studio, XML
Education
Temple University 2008 — 2013
Bachelor of Science (BS), Computer Science, 3.26
Vanguard June 2015 - Present
Vanguard April 2013 - Present
Vanguard January 2014 - January 2015
Vanguard August 2012 - April 2013
Executive Health Resources May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Employee Training, Training Delivery, Thompson One, Bloomberg Terminal, MySQL, Facilitations, Manage Client..., Microsoft Access, Investments, Mutual Funds, Social Media, English, Customer Service
Education
Temple University - Fox School of Business and Management 2008 — 2012
Bachelor of Business Administration (BBA), Marketing
Vanguard August 2015 - Present
Vanguard June 2013 - July 2015
Fox School of Business, Honors Office May 2010 - May 2013
Follet Bookstore January 2011 - May 2012
Acceletronics June 2008 - August 2009
Skills
PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Social Networking, Social Media Marketing, Microsoft Excel, Social Media, Event Planning, Event Management, Public Speaking, Account Management, Key Account Development, Equity Trading, Customer Relationship..., Data Analysis
Education
Temple University 2009 — 2013
BBA, International Business and Marketing
Penn Medicine (University of Pennsylvania Health System) May 2014 - May 2015
Management Pathways December 2013 - May 2014
Vanguard August 2012 - May 2013
Vanguard August 2011 - August 2012
Vanguard June 2010 - August 2010
RuffaloCODY October 2009 - May 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Access, Financial Modeling, Microsoft Word, Financial Analysis, Data Analysis, Public Speaking, Project Management, Finance, Business Strategy, Teamwork
Education
University of Miami Leonard M. Miller School of Medicine 2015 — 2019
Doctor of Medicine (M.D.)
Thomas Jefferson University 2013 — 2014
Post-baccalaureate Pre-health
Temple University 2007 — 2011
BBA, International Business & Finance
Radnor High School 2003 — 2007
High School
Vanguard October 2014 - Present
University of Maryland September 2010 - October 2014
Beers & Hoffman, Ltd. Shonk, Schwear & Assoc. Architecture 2007 - September 2010
Weaver Companies, Inc. 2006 - 2008
Skills
Construction, AutoCAD, Construction Management, Management, Budget Management, Commercial Real Estate, Architecture, Microsoft Office, Schedule Control, Financial Analysis, Proformas, Real Estate Development
Education
Temple University 2005 — 2010
B.Arch, Architecture, Business
University of Maryland College Park
Graduate Student - Real Estate Development
Vanguard December 2014 - Present
Brandywine Financial Group, Inc. September 2014 - December 2014
MedRisk Inc. June 2012 - August 2014
Skills
Sales, Financial Services, Leadership, ETFs, Mutual Funds, Time Management, Data Analysis
Education
Temple University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
CSC March 2007 - Present
PHH Mortgage November 2003 - November 2006
Vanguard May 2002 - November 2003
Vanguard November 1999 - May 2002
Vanguard July 1998 - November 1999
ARAMARK March 1993 - July 1998
Skills
Software Quality..., Quality Center, VMware, SDLC, Agile Methodologies, User Acceptance Testing, Testing, QTP, Requirements Analysis
Education
Temple University 1994 — 1998
Vanguard June 2013 - Present
The Vanguard Group May 2011 - June 2013
The Vanguard Group May 2008 - May 2011
Fidelity Investments 2007 - 2008
ExcellerateHRO March 2005 - April 2007
Towers Perrin 1996 - 2005
Skills
SDLC, Business Analysis, Requirements Analysis, Vendor Management, Requirements Gathering, Agile Methodologies, Leadership, PMO, PMP, Project Management
Education
Temple University 1989 — 1993
Vanguard January 2015 - Present
The Vanguard Group November 2007 - December 2014
The Vanguard Group January 2004 - November 2007
Vanguard June 1998 - December 2003
Vanguard January 1995 - May 1998
Vanguard May 1991 - December 1994
Skills
Series 6, Asset Allocation, Investments, Mutual Funds, Defined Benefit, Series 7, Series 63, Defined Contribution, Financial Services, Wealth Management, 401k, Retirement Planning, Retirement, Pensions, Strategic Financial..., Relationship Management, Asset Management, Series 24, Equities, Portfolio Management, Securities, FINRA
Education
Temple University - Fox School of Business and Management 1984 — 1989
Bachelor of Business Administration, Finance & Economics
Vanguard October 2008 - Present
Vanguard August 2013 - December 2013
Vanguard July 2007 - October 2008
Vanguard July 2005 - July 2007
Skills
Investments, Training, Leadership, Recruiting, Series 6, Securities, Insurance, Relationship Management, Mutual Funds, Retirement, Strategy, Series 7, Series 63, Management, 401k, Retirement Planning, Finance, Portfolio Management, Fixed Annuities, Facebook, Financial Services, Blogging, Customer Service, Talent Acquisition, Asset Allocation
Education
Temple University - Fox School of Business and Management 2000 — 2004
BBA, Marketing
Vanguard June 2008 - Present
Vanguard October 2002 - June 2008
Vanguard September 1999 - October 2002
TV Guide Magazine July 1995 - September 1999
Skills
401k, ETFs, Alternative Investments, Asset Management, Banking, Equities, Finance, Financial Analysis, Financial Services, Fixed Income, Investments, Leadership, Mutual Funds, Portfolio Management, Relationship Management, Retail Banking, Retirement, Retirement Planning, Risk Management, Series 6, Series 63, Business Analysis, Financial Modeling, Financial Planning, Process Improvement, Project Management
Education
Temple University 1990 — 1993
BA-Journalism, Scool of Communications
Cardinal O'Hara High School 1982 — 1986
St. Anastasia
Vanguard Client Administration ManagerThe Vanguard Group2006 - Present
Education
Temple University - Fox School of Business and Management 1987 — 1991
Temple University 1986 — 1991
Vanguard January 2015 - Present
Pica Solutions June 2007 - Present
Vanguard June 2005 - December 2014
Skills
Investments, Customer Service, Strategic Planning, Retirement Planning, Web Project Management, Business Relationship..., Organizational..., Change Management, Corporate Communications, Internal Communications, Project Management, Leadership, Management, Process Improvement, Team Building
Education
Delaware Valley College 2013 — 2016
Master of Business Administration (MBA)
Temple University - Fox School of Business and Management 2001 — 2005
Bachelor's degree, Marketing
Vanguard 2012 - Present
Vanguard January 2002 - September 2012
Skills
Mutual Funds, Series 7, Process Improvement, Securities, Series 63, Financial Services, FINRA, Series 6, Investments, Equities, Risk Management, Series 24, Relationship Management, Bloomberg, 401k
Education
Temple University 1991 — 1995
BBA, Finance and Risk Management
Vanguard January 2012 - Present
Vanguard January 2010 - January 2012
Vanguard January 2007 - January 2010
Vanguard January 2003 - January 2007
Vanguard January 2002 - January 2003
Vanguard January 2000 - January 2002
Vanguard September 1997 - January 2000
Vanguard January 1995 - August 1997
Vanguard October 1985 - January 1995
Vanguard February 1984 - October 1985
Skills
Mutual Funds, Series 7, Series 63, Investments, Financial Services, Asset Allocation, Retirement, Asset Managment
Education
Temple University
Bachelor of Business Administration (BBA), Economics
Villanova University
Master of Business Administration (MBA)
Wells Fargo May 2015 - Present
Jones Lang LaSalle July 2013 - April 2015
Healthcare System April 2012 - June 2013
Aetna April 2010 - April 2012
Hudson August 2008 - July 2009
Vanguard 2002 - 2005
Skills
Legal Compliance, Risk Management, Litigation Management, Real Estate, Property Management, Occupancy Planning, Real Estate Transactions, Facilities Management, Project Management, Compliance, Insurance Law, Corporate Law, Litigation, Civil Litigation, Privacy Law, Legal Research, Legal Writing, Negotiation, Strategic Planning, Mediation, Legal Issues, Arbitration, Healthcare Industry, Policy, Privacy Compliance, Data Privacy, Internal Audit, Information Security, Privacy Policies, Privacy Protection, Privacy Issues, Privacy Regulations, Privacy Act, HIPAA, Health Insurance, Health Information..., Healthcare Information..., Investigative Research, Healthcare Information..., Legislative Issues, Legislative Policy, Legislative Research, Regulatory Requirements, Regulatory Analysis, Retention Management, Risk Analysis, Corporate Fraud..., Immigration Law, Banking Law, Corporate Finance
Education
Temple University - James E. Beasley School of Law 2004 — 2008
Juris Doctor (J.D.), Law
Temple University - Fox School of Business and Management 1998 — 2002
Bachelor's Degree, Marketing, Cum Laude
Aon 2015 - Present
Vanguard 2000 - 2015
Vanguard 1996 - 2000
Vanguard 1992 - 1996
Skills
Mutual Funds, Investments, Financial Services, Financial Tools &..., Retirement, Qualified Retirement..., Retirement Income..., Marketing, Direct Marketing, Marketing Strategy, Marketing Research, Marketing Communications, Product Marketing, Product Management, Project Management, Relationship Management, Management, Database Marketing, Microsoft Office
Education
Temple University - Fox School of Business and Management
Bachelor's Degree, Marketing
The Vanguard Group May 2012 - Present
Vanguard May 2007 - April 2012
Vanguard 1997 - 2010
Vanguard 1995 - 2007
Vanguard 1992 - 1995
Campbell Soup Company 1990 - 1992
Fleming Companies (Food Wholesaler) 1986 - 1990
Skills
SharePoint, Agile Methodologies, Change Management, Business Analysis, SDLC, Strategy, Requirements Analysis, Software Project..., Management, Software Development, Analysis, Testing, Process Improvement, SQL, Business Intelligence, Integration, Enterprise Architecture, Quality Assurance, Project Management, Scrum, IT Management, Requirements Gathering, IT Strategy, Agile Project Management
Education
Temple University 1982 — 1986
BBA:CIS, Business;major Computer Science
Vanguard January 2015 - Present
Vanguard April 2010 - Present
The Vanguard Group November 2008 - April 2010
The Vanguard Group September 2007 - November 2008
University of Pennsylvania September 2003 - May 2007
Skills
Analysis, Training, Process Improvement, Management, Software Documentation, Valuation, Finance, Investments, Financial Reporting, Financial Modeling, Accounting, Insurance, Fixed Income, Mutual Funds, Financial Analysis, Coaching, Policy, Corporate Finance, Data Analysis, Security
Education
Temple University - Fox School of Business and Management 2014 — 2017
University of Pennsylvania - The Wharton School 2003 — 2007
BS in Economics, Economics, Marketing
Vanguard December 2014 - Present
Vanguard July 2013 - Present
Vanguard September 2011 - July 2013
Wechsler Marsico Associates October 2007 - September 2011
BNI 2010 - 2011
Augustus Lutheran Church June 2009 - April 2010
UPS March 1985 - October 2007
UNITED PARCEL SERVICE January 1983 - January 2007
Skills
Risk Management, Financial Services, Retirement Planning, Strategic Financial..., 401k, IRAs, Retirement, Financial Goals, Fixed Annuities, Small Business, Financial Advisory, Estate Planning, Investment Strategies, Disability Insurance, Mutual Funds, Investments, Long-term Care, Series 7, Wealth Management
Education
The American College 2004 — 2007
CFP®, Financial Planning
Temple University 1988 — 1992
BA, Psychology
St Catherine of Siena 1974 — 1978
Vanguard August 2012 - Present
The Vanguard Group May 2011 - August 2012
The Vanguard Group September 2009 - May 2011
The Vanguard Group August 2008 - December 2009
Skills
Series 6, Series 63, Marketing Communications, Public Relations, Process Improvement, Writing, Leadership, Training, Competitive Analysis, Strategic Planning
Education
Temple University - Fox School of Business and Management 2011 — 2014
MBA, Business Administration
University of Maryland College Park 2004 — 2008
Bachelor of Arts, Communication
Hay Group 2013 - 2014
Vanguard 2011 - 2012
Internal Revenue Service 2009 - 2011
Skills
Financial Analysis, Accounting, Bloomberg, Tax, Data Analysis, HTML 5, CSS3, Analysis, Microsoft Excel, Consulting, Microsoft Word
Education
Temple University - Fox School of Business and Management 2004 — 2009
Accounting
Wissahickon High School 2000 — 2004
High School
Vanguard September 2010 - Present
The Vanguard Group September 2006 - Present
Vanguard February 2011 - Present
Vanguard 2014 - 2015
Vanguard October 2012 - July 2013
The Vanguard Group May 2005 - September 2006
Skills
Axys, Mutual Funds, Finance, Bloomberg, Dreamweaver, Asset Managment, Securities, Microsoft Office, Portfolio Management, Macromedia Dreamweaver, TeamSite, Sungard GMI, Charlotte Front Office, Microsoft Excel, Microsoft Word, Microsoft Publisher, Cost Basis, Corporate Actions
Education
Temple University 1995 — 1999
BA, Political Science
KPMG US October 2014 - Present
Vanguard July 2011 - October 2014
Monaco Securities May 2009 - June 2010
Skills
Financial Analysis, Financial Modeling, Business Strategy, Access, Bloomberg Terminal, Account Reconciliation, Asset Allocation, Microsoft Excel, PowerPoint, Finance, Trading
Education
Temple University - Fox School of Business and Management 2013 — 2014
Masters in Investment Management, International Business and Finance, 3.93 GPA
Temple University 2006 — 2011
BA, Finance, International Business
Vanguard October 2012 - Present
Pennsylvania Liquor Control Board 2008 - October 2012
Law Office of Romanna Butcher 2003 - 2009
Law Offices of Kate M. Kelly 1999 - 2003
Egorov, Puginsky, Afanasiev & Marks 1998 - 1999
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Oracle, QuickBooks, Westlaw
Education
Widener University School of Law 1995 — 1998
Doctor of Law (J.D.)
Temple University
Bachelor of Arts (B.A.), Graduated Magna Cum Laude
Cooper University Hospital January 2005 - Present
Chester County Intermediate Unit November 2002 - December 2004
ORM Inc. October 2000 - March 2002
GMAC Mortgage June 1999 - October 2000
Advanta January 1996 - June 1999
Vanguard January 1986 - December 1995
Skills
Project Planning, Facilities Management, Space-planning, Construction, Construction Management, Project Management, Renovation, Contract Negotiation, Contract Management, Management, Budgets, MS Project, Supervisory Skills, Property Management, Process Scheduler, Microsoft Word, Project Coordination, Program Management, Strategic Planning
Education
Temple University
Temple University
iPipeline May 2014 - Present
iPipeline November 2012 - May 2014
Vanguard June 2011 - October 2012
Lincoln Financial Distributors June 2008 - April 2009
Lincoln Financial Group August 2005 - August 2008
Lincoln Financial Distributors September 2006 - May 2008
Lincoln Financial Group August 2005 - August 2006
Skills
Investments
Education
Temple University 2010 — 2013
MBA, Finance, General
Temple University - Fox School of Business and Management 2000 — 2005
BBA, Finance, Accounting
Vanguard July 2012 - Present
Campaign for Working Families November 2010 - Present
Skills
Research, Economics, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Policy Analysis, Public Policy, SPSS, Stata, Community Outreach, Non-profits, Teamwork, International Relations, Political Science
Education
Temple University
Bachelor of Arts (BA), Economics
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 May 2010 - March 2013
Vanguard January 2007 - April 2010
Vanguard September 2004 - January 2007
Vanguard February 2000 - September 2004
Vanguard April 1998 - February 2000
Thrivent Financial for Lutherans July 1995 - April 1998
Graduate Hospital January 1991 - December 1994
Graduate Hospital October 1989 - December 1990
Skills
Visio, Business Analysis, Process Improvement, Financial Services, Program Management, Lotus Notes, Microsoft Excel, Microsoft Word, Access, PowerPoint, Unica, Aprimo, Call Centers, Call Center..., Team Leadership, Financial Analysis, Customer Service, Quality Assurance, Quality Control, Variance Analysis, Marketing, Data Analysis
Education
West Chester University of Pennsylvania 1990 — 1993
Master of Business Administration (MBA)
Temple University 1977 — 1981
Bachelor of Science (BS), Medical Technology
Vanguard May 2014 - Present
SFG Wealth Planning Services May 2013 - August 2013
Merrill Lynch December 2012 - January 2013
Skills
Microsoft Office
Education
Temple University 2010 — 2014
Bachelor of Applied Science (B.A.Sc.), Finance, General, 3.01 GPA
National Constitution Center May 2015 - Present
Vanguard June 2014 - April 2015
National Constitution Center September 2013 - May 2014
Temple University, VP of Computer Services April 2010 - May 2014
International Business Association May 2011 - May 2013
International Business Association August 2010 - May 2011
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Spanish, Customer Service, Event Planning, Non-profits, Teamwork, Higher Education, Nonprofits, System Administration, Public Relations, Training, Sales, Social Networking, Administrative..., Marketing, Time Management, Administration, Leadership, Public Speaking
Education
Temple University - Fox School of Business and Management 2009 — 2014
Bachelor of Business Administration (BBA), International Business & Finance
Vanguard January 2014 - Present
Merck February 2013 - January 2014
Asset Management Specialist August 2012 - February 2013
Catholic Social Services January 2011 - June 2012
Global Spectrum November 2009 - June 2012
Campaign for Working Families September 2011 - May 2012
Campaign for Working Families January 2012 - April 2012
Skills
Nonprofits, Adolescents, Microsoft Office, Public Speaking, Educational Leadership, Healthcare, Real Estate, Customer Service, Public Relations, Spanish, Fundraising, Social Media Marketing, Social Media, Microsoft Word
Education
Temple University 2008 — 2012
Bachelor of Arts (BA), Public Relations, Advertising, and Applied Communication, 3.37
Vanguard March 2012 - Present
None January 2004 - January 2011
Elf Atochem January 1991 - February 1994
SPS Technologies January 1989 - January 1991
Unisys January 1987 - January 1989
Skills
Java, C#, Visual C#, SQL, CICS, COBOL, SAS, Datastage, Access
Education
Temple University - Fox School of Business and Management 1990 — 1996
MBA, Computer and Information Sciences
Vanguard SupervisorThe Vanguard GroupApril 2004 - Present
Education
Temple University - Fox School of Business and Management 2002 — 2004
BS, Finance
Web Ideas International August 2005 - Present
Boston Scientific August 1999 - August 2005
Vanguard January 1995 - August 1999
Skills
Software Project..., Project Planning, Agile Project Management, Atlassian JIRA, Microsoft Certified..., Software Development...
Education
Temple University 1990 — 1994
M.S., Electrical Engineering
Vanguard April 2013 - Present
Vanguard October 2012 - April 2013
Education
Temple University - Fox School of Business and Management
MBA
Vanguard April 2009 - Present
Skills
Mutual Funds, Risk Management, Leadership, Project Management, Relationship Management, Change Management, Business Analysis, Management, Equities, Finance, Project Portfolio..., Analysis
Education
Temple University - Fox School of Business and Management
BS in Finance
Vanguard June 2012 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Strategic Planning, Negotiation, Editing
Education
Temple University
Bachelor of Arts (BA), Communications
BNY Mellon Asset Servicing February 2007 - January 2013
BNY Mellon Asset Servicing May 1997 - February 2007
Vanguard June 1996 - April 1997
Frankford Bank April 1995 - June 1996
Education
Temple University 1989 — 1993
Bachelor of Business Administration (BBA), Marketing & Real Estate, 3.28/4.0
Vanguard 2006 - Present
Restaurant Associates 2001 - 2008
Skills
Leadership, Strategic Thinking, Performance Management
Education
Temple University - Fox School of Business and Management
Bachelor of Business Administration (B.B.A.), Marketing
Vanguard 2005 - Present
Skills
CFP®, Series 7
Education
Temple University - Fox School of Business and Management 1998 — 2003
Bachelor of Business Administration (B.B.A.)