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 September 2015 - Present
Vanguard June 2014 - September 2015
Temple Economics Society May 2013 - May 2014
Boardwalk Bar and Grill July 2012 - September 2013
Temple Economics Society May 2012 - May 2013
Skills
Economics, Econometrics, Managerial Finance, Accounting, Microsoft Excel, SAP, Marketing, Entrepreneurship, Bartending, Entertainment, Event Planning, DJ, Monetary Economics, Analysis, Retail, Public Relations, Leadership, Team Leadership, Teamwork, PowerPoint, Microsoft Word, Microsoft Office, Public Speaking, Social Media, Customer Service
Education
Temple University - Fox School of Business and Management 2010 — 2014
Bachelor of Business Administration (BBA), Economics
Vanguard December 2014 - Present
Vanguard August 2013 - Present
Vanguard, Legal Department, Derivatives Regulation January 2015 - May 2015
Red Cross House August 2014 - December 2014
The Vanguard Group October 2011 - August 2013
Vanguard August 2010 - October 2011
Vanguard June 2008 - August 2010
Skills
VBA, Microsoft Office, Cognos, Database Design, Database Administration, Minitab, Mutual Funds, Legal Writing, Process Improvement, Outlook, Spanish, Securities, Legal Research, Data Analysis, Business Process..., PowerPoint, Time Management, Finance, Series 63, Analysis
Education
Temple University - James E. Beasley School of Law 2012 — 2015
Doctor of Law (JD), Law
Ursinus College 2004 — 2008
Bachelor of Arts (B.A.), Business/Economics
BB&T July 2013 - Present
Gaston County GOP March 2011 - July 2012
Vanguard March 2008 - December 2011
Jeff Bryson for Sheriff September 2009 - November 2010
Realty Executives January 2006 - March 2008
US Navy 2002 - 2005
Robinson Bradshaw and Hinson, PA 1998 - 2002
Skills
Investments, Public Speaking, Customer Service, Leadership, Real Estate, Strategic Planning, Fundraising, Sales, Government, Team Building, Risk Management, Event Planning, Contract Negotiation, Budgets, Program Management, Microsoft Excel, Project Management, Research, Team Leadership, Microsoft Office, Business Planning, Series 6, Series 63, Training, Policy, Human Resources
Education
The Citadel 1996 — 2000
BA, Political Science
Vanguard February 1996 - Present
Skills
Woodworking, Home Improvement, Investments, Series 7, Customer Service, Financial Services, Retirement Planning
Education
The American College 1995 — 2006
Certified Financial Planner (Tm), Financial Planning and Services
University of Arizona 1984 — 1987
Bachelor of Arts (B.A.), Political Science and Government
Big Brothers Big Sisters Southeastern PA May 2014 - Present
Vanguard July 2013 - February 2014
City Year July 2012 - June 2013
City Year August 2011 - June 2012
Vanver LLC June 2003 - August 2011
Rita’s Water Ice May 2006 - July 2011
District Office of State Assemblyman Reed Gusciora January 2011 - May 2011
Skills
Youth Development, Youth Mentoring, Volunteer Management, Program Development, Community Service, Community Outreach, Civic Engagement, Nonprofits, Series 7, Series 63, Non-profits, After School Programs, Program Evaluation, Volunteer Training, Financial Services, Mutual Funds, Securities, Asset Allocation, Leadership, Training
Education
The College of New Jersey
Bachelor of Arts (B.A.), Sociology
Vanguard July 2015 - Present
Vanguard June 2014 - July 2015
Financial Management Association Temple Chapter January 2013 - August 2013
Financial Management Association Temple Chapter January 2012 - December 2012
North Star Resource Group May 2012 - August 2012
Skills
Marketing, Time Management, Financial Analysis, Research, Investments, Finance, Leadership, Public Speaking, CRM, Data Analysis, WordPress, Access, Managerial Finance, Strategic Financial..., Social Media, Bloomberg Terminal, ThomsonOne, Capital IQ, Mutual Funds, Wealth Management, Alternative Investments, Securities
Education
Temple University - Fox School of Business and Management 2013 — 2014
Master's Degree, Investment Management, Alumni
TEMPLE UNIVERSITY, Fox School of Business 2010 — 2013
Bachelor of Science (BS), Business Administration; Finance, Alumni
Vanguard July 2015 - Present
Vanguard May 2014 - August 2014
Advicorp PLC May 2013 - July 2013
NSM Insurance Group August 2012 - May 2013
Skills
Data Entry, MySQL, Microsoft Office, Bloomberg Terminal, Microsoft Excel, Public Speaking, Data Analysis, Access
Education
Temple University - Fox School of Business and Management 2010 — 2014
Bachelor of Business Administration (BBA), Finance & Management Information Systems, Junior
Green Tree Servicing (former GMAC Mortgage) April 2013 - Present
GMAC Mortgage October 2012 - April 2013
GMAC Mortgage January 2012 - October 2012
Vanguard June 2011 - August 2011
Matthew D. Baxter's Office December 2006 - June 2011
Advanced Settlement Services September 2005 - June 2006
Coldwell Banker Diamond Advanced May 2004 - September 2005
Skills
Mortgage Lending, Mortgage Banking, FHA, Credit Analysis, Loan Origination, Loans, Credit, Loss Mitigation, Refinance, Mortgage Servicing, Mortgage Underwriting, Loan Servicing, Investments, Banking, Underwriting, Residential Mortgages, Real Estate Financing, Consumer Lending, USDA
Education
Temple University - Fox School of Business and Management 2008 — 2011
Graduated, Finance, Marketing
Bucks County Community College 2004 — 2007
Associate, Business Administration
Vanguard September 2013 - Present
Eolas International October 2013 - June 2014
Texas State University August 2009 - May 2013
SXSW December 2012 - April 2013
Victoria's Secret October 2008 - December 2010
Skills
Microsoft Office, Event Planning, PowerPoint, Customer Service, Social Media, Teamwork, Sales, Microsoft Word, Research, Public Speaking, Microsoft Excel, Public Relations, Management, Data Entry, Teaching, Java, Leadership, Facebook, Time Management, Social Networking, Mentoring, Staff Development, Process Improvement, Communication, Program Coordination, Events Coordination, Employee Engagement, Diversity & Inclusion, Coaching
Education
Texas State University-San Marcos 2009 — 2013
Bachelor of Arts (B.A.), International Business, 3.5
Nederland High School 2005 — 2009
Vanguard September 1991 - Present
Education
West Chester University of Pennsylvania 1976 — 1978
Bachelor's degree, Spanish Language and Literature
The Catholic University of America 1973 — 1975
Vanguard September 2013 - Present
Precision Plumbing Consulting April 2012 - Present
Italian Cucina May 2008 - December 2014
Faulkner Mazda September 2006 - August 2008
Skills
Series 7, Series 63, Research, Customer Service, Public Speaking, Russian, Event Planning, Business Analysis, Presentations, Teamwork, Social Media, Editing, SPSS, QuickBooks, Microsoft Office, ADP, SAP
Education
Villanova University 2015 — 2017
Master of Business Administration (MBA)
Temple University - Fox School of Business and Management 2008 — 2013
Bachelor of Business Administration (BBA), International Business
Lower Moreland High School 2004 — 2008
First Financial Group, LLC December 2014 - Present
Vanguard August 2014 - November 2014
NFL Agent Ed Wasielewski October 2013 - July 2014
CDW February 2013 - May 2014
Erodr December 2012 - November 2013
Hummus Restaurant June 2012 - December 2012
ESF Day Camp May 2011 - August 2012
Alex's Lemonade Stand Foundation September 2010 - January 2011
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Adobe, Bilingual, Online Advertising, Small Business Online..., Public Relations, Sports Writing, Microsoft Office, Social Media, Event Planning, Facebook, Social Networking, Time Management, Blogging, Spanish, Advertising, Marketing, Social Media Marketing, Market Research, Marketing Communications, Sports Marketing, Sales, Marketing Strategy, Research, Digital Marketing, Data Analysis
Education
Temple University - Fox School of Business and Management 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing & Management Information Systems, 3.3
Temple University - Rome 2012 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
Lower Merion High School 2007 — 2010
BNY Mellon/Asset Servicing April 2013 - Present
Vanguard October 2012 - April 2013
PNC January 2012 - October 2012
CVS Pharmacy June 2005 - January 2012
Skills
Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Microsoft Word, Outlook, Banking
Education
Temple University - Fox School of Business and Management 2007 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Delaware Technical & Community College 2015 - Present
Learning 4 Learning Professionals 2012 - Present
LaSalle University, Penn State Harrisburg, Drexel University, and University of Georgia 1994 - Present
Vanguard 2001 - 2012
Vanguard 1998 - 2001
Blue Cross Blue Shield of Delaware 1989 - 1998
Executive Marketing Services and James S Wainwright & Associates 1987 - 1989
Travelers 1986 - 1987
Roger Williams University 1983 - 1986
Education
The George Washington University
Ed.D., Human Resource Development
Central Connecticut State University 1981 — 1983
MS, Counseling / Student Development
Villanova University 1977 — 1981
BS, Mathematics Education
Country Day School of the Sacred Heart 1973 — 1977
High School
O'Neill Properties March 2012 - Present
Parkway Corporation May 2011 - September 2011
Vanguard June 2009 - July 2010
Vanguard May 2008 - June 2009
Vanguard July 2007 - May 2008
O'Neill Properties September 2002 - May 2006
DIGIS DESIGNS December 1999 - July 2003
REPUBLICAN NATIONAL CONVENTION May 2000 - August 2000
Skills
Financial Modeling, Derivative Valuation, Real Estate Financing, Project Management, Collateral Management, Offshore Banking, Process Automation, Valuation, Derivatives, Equities, Mutual Funds, Real Estate Development, Financial Analysis, Investments, Risk Management, Process Improvement, Business Development, Microsoft Excel, Microsoft Office, Accounting, Bloomberg
Education
Temple University - Fox School of Business and Management 2010 — 2012
MBA, Finance - Investment Management, 3.83
Temple University - Fox School of Business and Management 2003 — 2007
Bachelors, Economics, 3.53
Goodwill Industries International 2009 - Present
Verizon Business February 2008 - October 2008
InvestorPlace Media, LLC March 2006 - October 2007
Vanguard February 2000 - January 2006
Skills
Marketing Strategy, Email Marketing, Marketing, Online Advertising, Social Media, Strategic Planning, Project Management, Customer Service, Event Planning, Salesforce.com, Marketing Communications, Vendor Management, Market Research, Public Relations, Account Management, Competitive Analysis, Management, Sales, Public Speaking, Budgets, Advertising, Nonprofits, Retail, Social Networking, Program Management, Leadership, Team Building, Fundraising, Team Leadership, Training, Coaching, Customer Satisfaction, Contract Negotiation, Business Development, Strategy, Inventory Management, Analysis, Social Media Marketing, Project Planning, Entrepreneurship, CRM, Microsoft Excel, Business Strategy, Recruiting, Event Management, Product Marketing, PowerPoint, New Business Development, E-commerce, Negotiation
Education
Temple University - Fox School of Business and Management 1997 — 2000
MBA, Marketing
Vanguard February 2012 - Present
Temple University Hospital April 2009 - Present
Education
Temple University - Fox School of Business and Management
Vanguard January 2015 - Present
Vanguard August 2013 - December 2014
Fox Net Impact January 2012 - May 2013
Vanguard June 2012 - August 2012
Dailey Material Handling, Inc. November 2006 - July 2011
Political Economy Research Institute 2005 - 2005
University Alliance for Community Transformation 2004 - 2005
Skills
Research, Economics, Data Analysis, Community Development, Business Strategy, Strategic Planning, Financial Modeling
Education
Temple University - Fox School of Business and Management 2011 — 2013
Master of Business Administration (MBA)
University of Massachusetts, Amherst 2003 — 2006
B.A, Economics
Vanguard July 2013 - Present
Vanguard October 2012 - July 2013
Vanguard August 2011 - October 2012
Vanguard December 2005 - August 2011
Managers Investment Group January 2005 - December 2005
Rorer Asset Management August 1993 - December 2004
Education
Temple University - Fox School of Business and Management 1994 — 1998
BA, Marketing
La Salle College High School 1989 — 1993
Vanguard May 2015 - July 2015
PwC August 2010 - July 2014
Skills
Project Management, Management Consulting, Business Process..., Business Transformation, Change Management, Business Process, Consulting, Data Analysis, Strategy, SharePoint, Business Process..., Governance, Business Analysis, Process Improvement, Knowledge Management, Content Management, Requirements Gathering, Program Management, Analytics, Healthcare Information..., IT Strategy, Organizational Design, Performance Improvement, Mergers & Acquisitions, Risk Management, M&A experience, Requirements Analysis, Human Capital, Vendor Management, Business Development, Acquisition Integration, Financial Modeling, Proposal Writing, Interagency Coordination, Section 508, Strategic Communications, Strategic Partnerships, Training ROI, Connecting People, Digitization, Digital Strategy, Management
Education
Georgetown University 2014 — 2016
Master of Business Administration (MBA)
The George Washington University 2006 — 2010
B.B.A, Finance
Vanguard June 2014 - Present
UBS Wealth Management November 2012 - December 2013
Cloister Car Wash September 2008 - August 2011
Skills
Macroeconomics, Microeconomics, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Management, Leadership, Microsoft Word, Teamwork, Calculus, Time Management, Corporate Finance, Investments, Mutual Funds
Education
TEMPLE UNIVERSITY, Fox School of Business 2010 — 2014
Bachelor, Business Administration; Business - Finance, Senior
Temple University - Fox School of Business and Management 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Vanguard July 2014 - Present
Vanguard September 2013 - July 2014
The Pagano Law Firm 2010 - September 2013
David Dodge 2010 - August 2013
Academy of Cognitive Therapy May 2008 - August 2008
SEI October 2006 - August 2007
Skills
Legal Writing, Civil Litigation, Management, Legal Assistance, Policy, Legal Compliance, Data Analysis, Microsoft Excel, Research, Microsoft Office, PowerPoint, Legal Research, Proposal Writing, Microsoft Word, Public Speaking, Customer Service, Qualitative Research, Team Leadership, Social Media, Budgets, Employment Law, Civil Rights, Financial Analysis
Education
Temple University - James E. Beasley School of Law 2007 — 2010
JD
University of Pittsburgh 2001 — 2005
B.A., Economics & Political Science
Nike July 2015 - Present
Nike October 2013 - July 2015
ProKarma October 2013 - July 2015
UST Global April 2013 - October 2013
Nike January 2009 - April 2013
Cognizant Technology Solutions August 2006 - April 2013
Vanguard 2013 - 2013
PHH Mortgage March 2008 - December 2008
ST Microelectronics January 2005 - June 2005
Skills
HTML, JavaScript, Java, EJB, Oracle, RESTful WebServices, Spring, Agile Methodologies, Maven, JUnit, JBoss Application Server, Subversion, TDD, Splunk, JIRA, WSDL, SQL, TeamCity, Eclipse, Unix, Hibernate, J2EE Application..., J2EE Web Services, Social Media, Ant, Weblogic, XML, FogBugz, Servlets, JSP, Testing, SOA, JDBC, Java Enterprise Edition, Tomcat, Software Development, Spring Framework, Struts
Education
Thapar Institute of Engineering and Technology 2002 — 2006
BE, Electronics
Vanguard September 2015 - Present
PNC June 2013 - August 2015
Tselaine May 2010 - February 2014
Victoria's Secret May 2010 - September 2011
Skills
Capital IQ, Thompson One, Microsoft Office, Dedicated Professional, Customer Service, Managerial Skills, Long-term Customer..., Work Independently with..., Work in A Fast-paced..., Inventory Control, Positive Personality, Customer Experience, Management, Microsoft Excel, Event Planning, Microsoft Word, Sales, Public Speaking, Team Building, Leadership, PowerPoint, Time Management
Education
Temple University - Fox School of Business and Management 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Vanguard June 2015 - Present
Metalogix Software October 2014 - June 2015
MicroStrategy July 2014 - September 2014
MicroStrategy April 2013 - July 2014
Vocus September 2012 - April 2013
Adamas Energy Investments April 2012 - August 2012
U.S. Department of Justice May 2009 - December 2011
Skills
Italian, French, Legal Research, Legal Writing, Public Policy, Social Media, Event Planning, Westlaw, Spanish, PowerPoint, Microsoft Excel, Public Speaking, Research, Immigration Law, Political Science, Politics, Analysis, Policy Analysis, Bankruptcy, Public Relations, Enterprise Software
Education
The Catholic University of America 2006 — 2011
BA, Politics
French International School of Washington - Lycee Rochambeau
(OIB) and American Highschool Diploma
Vanguard September 2014 - Present
Comcast-Spectacor September 2011 - August 2014
Temple Performing Arts Center September 2011 - April 2014
Moody's Analytics June 2013 - August 2013
Pfaff Brothers Construction June 2008 - January 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Social Networking, Accounting, Financial Analysis, Teamwork, Social Media, Time Management, Facebook
Education
Temple University - Fox School of Business and Management 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Interboro High School 2006 — 2010
GED
Vanguard April 2015 - Present
Vanguard January 2010 - Present
Vanguard August 2006 - January 2010
Vanguard October 2005 - August 2006
New York State Senate January 2002 - January 2003
Skills
Series 7, Series 63, Sales Management..., Consultative Sales..., Project Management, Sales Hiring, Investments, Team Building, Microsoft Office, Microsoft Excel, Customer Service, Written & Oral..., Process Improvement, Microsoft Word, PowerPoint, Windows, Outlook, Teaching, Photoshop, Data Analysis, Leadership, Philanthropy, Volunteering, Cognos, Leadership Development
Education
The College of Saint Rose 2002 — 2004
Master of Science (M.S.), Secondary Education and Teaching
State University of New York at Albany 1999 — 2002
Bachelor's Degree, Political Science / Business
Raymond James Financial Inc. September 2012 - Present
Morgan Stanley Smith Barney March 2006 - September 2012
Vanguard September 2004 - March 2006
Skills
Securities, Investments, Financial Advisory, Portfolio Management, Finance, Series 7, Asset Allocation, Series 63, Retirement Planning, Mutual Funds, Wealth Management, Investment Advisory, Alternative Investments, Investment Strategies, 401k, ETFs, Equities, Asset Management, Fixed Income, Retirement, Investment Management
Education
The American College 2008 — 2010
Chartered Financial Consultant®, Financial Planning
University of Arizona 2000 — 2004
Bachelors, Economics
Vanguard February 2013 - Present
Texas A&M University August 2011 - December 2012
Liberty Park Capital Management March 2012 - October 2012
Texas A&M Research Foundation 2009 - 2011
Hardwood Designs & Marketing 2006 - 2009
Skills
Equity Research, Equity Valuation, Financial Modeling, Financial Reporting, Financial Accounting, Cash Flow Forecasting, Valuation, Leadership
Education
Texas A&M University - Mays Business School 2011 — 2012
Master of Business Administration, Finance specialization
Texas A&M University
Bachelor of Science, Agronomy and Entomology
Vanguard September 2015 - Present
Nor'Easter Exteriors May 2014 - August 2015
Immaculata University August 2013 - May 2014
Kimmel Center, Inc. October 2013 - December 2013
Fresh Cut Landscaping August 2012 - September 2013
Skills
Microsoft Office, Microsoft Excel, Public Speaking, Leadership, Customer Service, PowerPoint, Organization, Microsoft Word, Time Management, Teamwork, Student Leadership, Team Leadership, Communication, Sales, Marketing, Public Relations, Data Entry, Social Networking
Education
Immaculata University 2012 — 2014
Bachelor of Business Administration (BBA)
The Community College of Baltimore County 2009 — 2012
Associate of Arts (AA), General Studies
Vanguard February 2013 - Present
Vanguard January 2011 - January 2013
Vanguard January 2010 - December 2010
Vanguard February 2007 - December 2009
Vanguard July 2005 - February 2007
Education
The American College 2006 — 2007
Certified Financial Planner
University of North Carolina at Chapel Hill 2001 — 2005
BSBA, Business Administration
Brandywine Global Investment Management September 2015 - Present
University of Pennsylvania August 2015 - Present
The Vanguard Group July 2013 - September 2015
Vanguard March 2013 - June 2013
Vanguard December 2012 - March 2013
Vanguard August 2012 - November 2012
Valparaiso University March 2012 - May 2012
Valparaiso University School of Law August 2011 - May 2012
Valparaiso University September 2010 - May 2012
Valparaiso University May 2011 - August 2011
Skills
Tax, Legal Writing, Legal Research, Leadership, Business Planning, Sales, Contract Management, Nonprofits, Public Speaking, Fundraising, Event Planning, Project Management, Team Building, Strategy, Management, Research
Education
Valparaiso University School of Law 2009 — 2012
Juris Doctor
Tennessee State University 2004 — 2008
Bachelor of Business Administration
Valparaiso University School of Business
Master of Business Administration
Prudential Financial September 2014 - Present
Vanguard September 2013 - September 2014
Primerica October 2012 - January 2013
College Works Painting January 2009 - July 2009
Skills
Finance, Sales Presentations, Client Relations Skills, Marketing, Employee Training, Job Estimating, Time Management, Life Insurance, Mutual Funds, Fundraising
Education
Temple University - Fox School of Business and Management 2008 — 2012
Bachelor of Business Administration (B.B.A.), Marketing
Bank of America October 2010 - March 2011
Bank of America 2010 - 2011
Vanguard April 1998 - January 2001
Vanguard April 1998 - January 2001
Vanguard January 1998 - January 2001
Vanguard January 1998 - January 2001
HERC Construction Equipment Rental January 1997 - January 1998
HERC, Hertz Construction Equipment Rental January 1995 - January 1998
HERC, Hertz Construction Equipment Rental January 1995 - January 1998
SC Wildlife Dpt. now SC DNR January 1994 - January 1997
Skills
Computer, Construction, Science, Customer Service, Due Diligence, Analysis, Mutual Funds, Leadership, Risk Management, Investments, Accounting, Sales, Contract Negotiation, Finance, Process Improvement, Retirement Planning, Financial Analysis, Retail, Budgets, Project Management, Project Planning, Strategic Planning
Education
The Citadel 1989 — 1993
Bachelor, Business
The Citadel, The Military College of South Carolina
Bachelor of Science, Business Administration
The Citadel, The Military College of South Carolina
Bachelor of Science, Business Administration
Vanguard June 2012 - Present
Vanguard 2007 - June 2012
Vanguard 2005 - 2007
Morgan Stanley 2003 - 2005
Skills
Financial Modeling, Financial Analysis, ETFs, Investments, Strategic Planning, Business Analysis, Strategic Financial..., Finance, Mutual Funds, Analysis, Securities, Management, Equities, Leadership, Relationship Management, Financial Services, Data Analysis, Portfolio Management, Asset Management
Education
The Catholic University of America 2001 — 2005
Finance
Deloitte June 2015 - Present
Deloitte June 2013 - May 2015
Deloitte Consulting LLP June 2011 - June 2013
Vanguard June 2010 - June 2011
Skills
Management Consulting, Financial Analysis, Financial Modeling, Valuation, Data Analysis, Business Process..., Due Diligence, Business Analysis, Economics, Corporate Finance, Finance, Financial Reporting, Shared Services
Education
The College of William and Mary - The Mason School of Business 2007 — 2011
BBA, Finance
Vanguard 2006 - Present
Vanguard September 2011 - December 2011
Vanguard 2003 - 2006
Vanguard 1999 - 2003
Skills
Consultative Selling, Relationship Management, Trustee, Series 7, Investments, Mutual Funds, Series 63, Financial Services, Retirement Planning, CRM, Wealth Management, Customer Retention, Business
Education
The American College
ChFC®
University of Richmond
BA, Sociology w/ Business Minor
Marshall Financial Group (Doylestown, PA) September 2014 - Present
Asset Planning Services, Ltd. February 2008 - August 2014
The Hartford 2006 - February 2008
Vanguard 2003 - 2006
New England Financial, A MetLife Company 2002 - 2003
Ameriprise Financial Services, Inc. 2001 - 2002
Skills
Certified Financial..., Investments, Retirement Planning, Mutual Funds, Insurance, ETFs, Portfolio Management, Estate Planning, Tax Advisory, Financial Planning, Investment Management, Asset Management, Wealth Management, Financial Services, Retirement
Education
The American College 2008 — 2010
CFP, Financial Planning and Services
West Chester University of Pennsylvania 1998 — 2002
BS, Business Management
Lansdale Catholic High School 1994 — 1998
Regular/General High School/Secondary Diploma Program
Vanguard August 2015 - Present
Vanguard January 2014 - August 2015
Vanguard January 2012 - December 2013
Vanguard September 2010 - January 2012
Vanguard August 2008 - September 2010
Skills
Talent Management, Leadership Development, Project Management, Analysis, Business Analysis
Education
Drexel University 2014 — 2016
Master of Business Administration (MBA)
Temple University - Fox School of Business and Management 2004 — 2008
Bachelor of Business Administration (B.B.A.), Economics
Vanguard May 2015 - Present
Morgan, Lewis & Bockius LLP October 2010 - May 2015
Morgan Lewis & Bockius Fellow - Montgomery County Office of the District Attorney October 2009 - October 2010
Potter Anderson & Corroon LLP May 2007 - August 2007
PwC September 2002 - August 2006
GE June 2000 - August 2000
Johnson & Johnson January 2000 - June 2000
Skills
Certified Public..., Legal Research, Legal Writing, Commercial Litigation, Civil Litigation, Due Diligence, White Collar Criminal..., Criminal Law, Courts
Education
University of Pennsylvania Law School 2006 — 2009
Doctor of Law (J.D.), Law
Wharton School, University of Pennsylvania 2006 — 2009
Certificate in Business and Public Policy
Temple University - Fox School of Business and Management 1998 — 2002
Bachelor of Business Administration (B.B.A.), Accounting
Vanguard March 2007 - Present
Milliman March 1999 - January 2007
Skills
Golf Instruction, Sports, Golf Courses, Tournaments, Golf, Sports Marketing, Golf Club Repair, Golf Course Management, Junior Golf, Golf Management, Event Management, Golf Clubs, Coaching, Event Planning, Marketing Strategy, Budgets, Club, Sponsorship, Sports Coaching, Sports Management
Education
Temple University - Fox School of Business and Management 1996 — 1998
MS, Actuarial Science
Temple University - Fox School of Business and Management 1985 — 1990
BBA, Finance, Risk Management
Catholic Charities of the Archdiocese of Galveston-Houston March 2012 - Present
The Bush Cares Project July 2007 - March 2012
The Bush Cares Project July 2007 - March 2012
JPMORGAN CHASE 2004 - 2008 January 2004 - January 2008
Money Week Houston 2008 - 2008
JPMorgan Chase Bank 2004 - 2008
Vanguard March 2002 - August 2004
CSFBdirect January 2000 - November 2002
Skills
Non-profits, Leadership, Training, Nonprofits, Management, Fundraising, Mental Health Counseling, Grant Writing, Finance, Leadership Development, Program Development, Strategic Planning, Marketing, Grants, Policy, Team Building, Accounting, Public Speaking, Budgets
Education
Texas A&M University 2010 — 2012
Master's degree, Nonprofit Management
Texas A&M University 2010 — 2012
Certificate, Nonprofit Management
University of Phoenix 2002 — 2004
MBA, Business Administration
University of Phoenix 2002 — 2004
Master of Business Administration, Finance
UNC Charlotte 1995 — 2000
BSBA, Finance Management
UNIVERSITY OF NORTH CAROLINA 1995 — 1999
Bachelor of Science, Business Administration
The Private Bank at Wells Fargo June 2013 - Present
University of Pennsylvania 2014 - 2014
HelpHOPELive 2013 - 2014
Smith Memorial Playground and Playhouse 2013 - 2014
Vanguard 1996 - 2012
Corestates 1988 - 1996
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, English, Windows, Teaching, Budgets, Six Sigma, Process Improvement, Philanthropy, Mutual Funds, Program Management, Management, Fundraising, CRM, Strategy, Business Development, Financial Services, Leadership, Recruiting, Business Strategy, Investments, Relationship Management, Asset Management, Operations Management, Series 63, Mergers & Acquisitions, Nonprofits
Education
The American College 2013 — 2014
Chartered Advisor in Philanthropy® (CAP®), Specialized Training in Philanthropy
St. Joseph's University MBA 2001 — 2003
Master of Business Administration (M.B.A.), Business Administration and Management, General
Millersville University of Pennsylvania 1981 — 1985
Bachelor of Science (B.S.), Business Administration and Management, General
Vanguard June 2015 - Present
Management Leadership for Tomorrow July 2013 - Present
Texas Christian University August 2013 - May 2015
Best Buy October 2013 - January 2014
Your Crescendo May 2013 - July 2013
Skills
Management, Accounting, Microeconomics, Macroeconomics, Financial Analysis, Communication Skills, Microsoft Excel, Microsoft Word, PowerPoint, Entrepreneurship, Data Analysis, Investments, Communication
Education
Texas Christian University 2013 — 2015
Bachelor of Business Administration (BBA), Finance, General, 3.45
Morehouse College 2012 — 2013
Business Administration, Finance, 3.58
Philadelphia Family Courts June 2015 - Present
City of Philadelphia August 2009 - Present
Family Law April 2012 - Present
The Axelrod Firm, PC November 2010 - March 2013
Hepburn, Axelrod and White, LLC February 2008 - May 2009
Swartz Campbell May 2007 - August 2007
Vanguard January 2005 - August 2006
Crawford, Wilson and Ryan, LLC May 2003 - November 2003
Skills
Legal Research, Legal Review, Legal Writing, Legal Discovery, Legal Advice, Legal Assistance, Legal, Legal Issues, Litigation Support, Litigation, Civil Litigation, Litigation Consulting, Analysis, Procedure Development, Criminal Procedure, Civil Procedure, Family Law, Family Mediation, Criminal Law, Criminal Defense..., Criminal Defense Lawyer, Criminal Defense
Education
Villanova University School of Law 2006 — 2009
Doctor of Law (J.D.), Law
West Chester University of Pennsylvania 2002 — 2004
Bachelor of Arts (B.A.), Political Science and Government
The Catholic University of America 2000 — 2002
Political Science and Government
Vanguard June 2013 - Present
LaSalle Hotel April 2011 - April 2013
Brown Air Conditioning and Heating May 2009 - January 2010
Skills
Customer Service, Office Administration, Project Management, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Sales, Outlook, Access, Time Management, Leadership, Teamwork, Series 7, Management
Education
Texas A&M University 2009 — 2013
Bachelor of Science (B.S.), Economics
Hertz August 2015 - Present
The Neat Company June 2014 - August 2014
Enel June 2013 - July 2013
Vanguard January 2013 - May 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Social Media
Education
Villanova University 2011 — 2015
Bachelor's Degree, Marketing
The American University of Rome 2013 — 2013
Bachelor of Business Administration (BBA)
BlackRock July 2013 - Present
Vanguard June 2012 - July 2013
Discovery Communications February 2011 - April 2011
Morey's Piers May 2010 - August 2010
Skills
Problem Solving, Writing Skills, Microsoft Excel, Research, Public Speaking, PowerPoint, Community Outreach, Statistics, Event Planning, Human Resources, College Recruiting, Customer Service, Leadership, Management, Microsoft Word, Nonprofits, PeopleSoft, Recruiting, SPSS, Talent Management, Screening, Sourcing, Interviews, Project Management
Education
The Catholic University of America 2008 — 2012
Bachelor of Arts, Psychology
Country Day School of the Sacred Heart 2004 — 2008
Vanguard October 2013 - Present
Wells Fargo January 2012 - September 2013
ING Financial Partners December 2010 - October 2011
Approved Promotions September 2007 - December 2010
Skills
PowerPoint, Investments, Banking, Financial Analysis, Needs Analysis, Strategic Financial..., Sales Management, Sales Operations, Direct Marketing, Marketing Strategy, Investment Banking, Customer Service, Personal Banking, Business Banking, Credit, Mortgage Lending, Small Business Lending, Consumer Lending, Commercial Lending, Financial Advisory, Small Business..., Series 6, Series 63, Home Equity Loans, Home Equity Lines of..., Mutual Funds, Bonds, Stocks, Financial Services, Series 7, Securities, Asset Allocation, Portfolio Management, 401k, Retirement, ETFs, Asset Management, Wealth Management, Investment Advisory, Microsoft Word, Microsoft Excel, Finance
Education
Temple University - Fox School of Business and Management 2006 — 2010
Bachelor of Business Administration, Finance, International Business Administration
BlackRock July 2013 - Present
Vanguard August 2012 - June 2013
GNC January 2007 - August 2012
Skills
Time Management, Customer Service, Research, Microsoft Office, Financial Modeling, Financial Analysis, Public Speaking, BlackRock Aladdin, Management, Microsoft Excel, PowerPoint, Access, Microsoft Word, CRM, Data Analysis, Analysis
Education
Temple University - Fox School of Business and Management 2008 — 2012
Business Administration, Finance
Shaler Area High School 2004 — 2007
High School Diploma
BNY Mellon February 2015 - Present
KPMG July 2007 - November 2014
Vanguard January 2006 - July 2007
Vanguard January 2005 - December 2005
Vanguard January 2004 - December 2004
Vanguard June 2002 - December 2003
Vanguard September 2000 - June 2002
Wells Fargo January 2000 - September 2000
Wells Fargo April 1999 - December 1999
Skills
Enterprise Risk..., Investment Management, Process Improvement, Finance, Equities, Securities, Portfolio Management, Securities Lending, Risk Management, Financial Services, Wealth Management, IT Project..., Capital Markets, Cross-functional Team..., Management, Strategy, Financial Analysis, Financial Modeling, Investments, Banking
Education
University of Delaware 1994 — 1998
Bachelor's Degree, B.S. Business Administration, Operations & Marketing
Temple University - Fox School of Business and Management 2000 — 2003
Master of Business Administration (MBA), Finance
Bank of America April 2015 - Present
Empowered Benefits, LLC April 2014 - April 2015
Pratt & Miller Engineering June 2012 - April 2014
Vanguard June 2007 - June 2012
Commerce Bancorp 2004 - 2007
Skills
Requirements Gathering, SDLC, Business Analysis, Databases, Analysis, Testing, Software Development, Software Project..., Quality Assurance, Requirements Analysis, Hindi, Martial Arts, Motorsports, French, Team Leadership, Visio, Soccer, German, Agile Project Management, Java Enterprise Edition, SQL, Gujarati, conversational French, Cyber-security, DLP, Threat Analysis, Threat & Vulnerability..., Behavioral Analytics
Education
Temple University - Fox School of Business and Management 2004 — 2007
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Bank of America June 2009 - Present
Parrot Foundation June 2008 - Present
Rakudo Consulting Group January 2008 - Present
Perl 6 May 2005 - Present
Parrot VM February 2004 - Present
GSI Commerce July 2008 - November 2008
Educational Testing Service September 2002 - September 2008
Shiftboard February 2008 - May 2008
Ars ex Machina November 2000 - December 2007
Vanguard March 2002 - September 2002
Skills
Open Source Software, Architecture, Application Development, Process Automation, Change Management, Perl, JSON, HTML + CSS
Education
The Cooper Union for the Advancement of Science and Art 1991 — 1999
Bachelor of Engineering, Mechanical Engineering
Mimeya Technology, LLC April 2008 - Present
Informaware LLC January 2015 - Present
Gammabasics LLC June 2008 - November 2013
Sivoo, Inc. May 2006 - April 2008
Traffic.com, Inc. January 2005 - May 2006
Traffic.com, Inc June 2002 - January 2005
Traffic.com, Inc June 2000 - June 2002
Vanguard 1999 - 2000
Skills
Data Center, Network Security, Agile Methodologies, Perl, Servers, Unix, Enterprise Architecture, Telecommunications, Software Development, Cisco Technologies, System Administration, Firewalls, Networking, Security, Architectures
Education
The College of New Jersey 1995 — 1999
BS, Computer Science
Hammonton High School 1991 — 1995
Vanguard December 2014 - Present
Abex Systems February 2007 - Present
Kadix Systems 2007 - 2007
Keane Federal Systems 2005 - 2007
Booz Allen Hamilton 2003 - 2005
Skills
Business Process, Business Management, IT Strategy, Enterprise Architecture, Management, Management Consulting, Cross-functional Team..., ITIL, Business Analysis, Process Improvement, PMO, Governance, Systems Engineering, Project Management, Program Management, Requirements Analysis, PMP, IT Service Management, Analysis, Leadership, Six Sigma, Enterprise Software, Business Process..., Proposal Writing, Software Documentation, Business Process Design, Information Technology, DoD, CMMI, Business Strategy, Government, Project Portfolio..., Integration, Business Process..., Strategic Sourcing, New Business Development
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA)
The George Washington University 2003 — 2005
M.S., Systems Engineering
University of Virginia 1999 — 2003
BS, Systems Engineering
Vanguard December 2011 - Present
Invesco Ltd. October 2006 - December 2011
MLIM - Mercury Advisors 2005 - 2006
Goldman Sachs Asset Management 2002 - 2004
Skills
Series 7, Separately Managed..., Investments, Mutual Funds, ETFs, Asset Allocation, Alternative Investments
Education
Western Kentucky University 1996 — 1998
Bachelor of Science (BSc), Business Administration
Tennessee Technological University 1993 — 1996
Vanguard 2012 - Present
Vanguard April 2011 - November 2012
Vanguard July 2006 - March 2011
Self-Employed January 1998 - July 2006
Fannie Mae June 2005 - August 2005
Morningstar August 2000 - December 2000
Horsesmouth January 2000 - August 2000
Morgan Stanley August 1998 - December 1999
Education
The College of William and Mary - The Mason School of Business 2004 — 2006
MBA, Marketing
Virginia Commonwealth University 1992 — 1995
BA, English
University of Mary Washington 1990 — 1992
Vanguard November 2013 - Present
Vanguard March 2012 - Present
Vanguard Group April 2007 - March 2012
JPMorgan May 2000 - March 2007
Skills
Mutual Funds, Investments, Securities, Equities, Fixed Income, ETFs, Portfolio Management, Asset Managment, Derivatives, Financial Analysis, Equity Trading, Risk Management, Microsoft Excel, Bloomberg
Education
Villanova University 2012 — 2015
Master of Business Administration (MBA)
The Catholic University of America 1991 — 1995
Bachelor's degree, Political Science and Government
Archmere Academy 1987 — 1991
General Studies
AmeriGas August 1993 - Present
Preferred Benefits Corporation June 1986 - July 1993
Vanguard 1984 - 1986
Skills
Employee Benefits, Employee wellness..., Employee DOT medical..., HR acquisition due..., Benefits Administration, HRIS, Workers Compensation, Human Resources, Return to Work...
Education
The College of New Jersey 1979 — 1981
B.S., Business Management Major
Vanguard July 2014 - Present
Deloitte Consulting October 2010 - July 2014
Booz Allen Hamilton September 2007 - September 2010
Executive Office of the President of the United States - Office of Management and Budget 2006 - 2007
Reilly, Janiczek & McDevitt July 2003 - July 2005
Skills
Strategy, Proposal Writing, Program Management, Management Consulting, Organizational Design, Process Improvement, Management, Policy Analysis, Federal Government, Government, PowerPoint, Business Process..., Business Transformation, Public Policy, Business Process..., Governance, Business Development, Leadership, Recruiting, Strategic Consulting, Human Capital, Project Management, Change Management, People Development, Operating Models, Train Staff, Thought Leadership, Leadership Development, Business Process Mapping, Client-focused, Client Delivery, Team-oriented, Business Process..., Cost-savings, Service Delivery, New Business Development, Corporate Partnership..., Joint Ventures, Policy
Education
University of Maryland College Park 2005 — 2007
MPP, International Security and Economic Policy
The Catholic University of America 1999 — 2003
Bachelor of Arts (BA), American Government and Politics (United States)
Execupharm, Inc. February 2010 - Present
Vanguard 2001 - 2004
Education
Temple University - Fox School of Business and Management
BBA, Marketing
Vanguard January 2009 - Present
Vanguard July 2005 - December 2008
Vanguard July 2000 - July 2005
United States Navy October 1993 - June 2000
Skills
Business Analysis, Campaign Management, Command, Database Marketing, Leadership, Management, Marketing, Marketing Management, Marketing Strategy, Project Management, Segmentation
Education
The George Washington University 1989 — 1993
BA, History
Orange Park High School 1985 — 1989
Vanguard September 2014 - Present
Vanguard February 2010 - September 2014
Vanguard July 2007 - February 2010
Vanguard August 2003 - July 2007
Dechert LLP 2000 - 2003
U.S. District Court August 1999 - August 2000
Skills
Leadership, Corporate Law, Corporate Governance, Mergers & Acquisitions, Strategy, Competitive Analysis, Financial Services, ETFs, Mutual Funds, Investments, Mergers, Asset Management, Due Diligence
Education
Temple Law School
Doctor of Law (J.D.)
Texas A&M University
Bachelor of Arts (B.A.), Speech Communications
Vanguard January 2015 - Present
Vanguard January 2014 - December 2014
Vanguard October 2012 - December 2013
Vanguard March 2009 - October 2012
Vanguard January 2006 - March 2009
Vanguard June 2004 - January 2006
Vanguard July 2000 - June 2004
Vanguard July 1996 - June 2000
Skills
IT Strategy, SDLC, Agile Methodologies, Software Project..., Business Analysis, User Interface Design, Agile Project Management, Enterprise Architecture, Requirements Analysis, IT Management, Scrum, Architectures, Integration, Software Development, Project Management, SOA, Vendor Management
Education
University of Pennsylvania 2008 — 2012
EMTM, Technology Management
University of Pennsylvania - The Wharton School 2008 — 2012
EMTM, Technology Management
The College of New Jersey
BS, Business Administration (major), Mechanical Engineering (minor)
Merrill Lynch July 2012 - Present
Merrill Lynch May 2004 - July 2012
Morgan Stanley Smith Barney March 2003 - May 2004
Vanguard September 1997 - March 2003
Skills
Securities, Retirement Planning, Wealth Management, Financial Advisory, Analysis, Investment Advisory, 401k, Strategy, Organization, Problem Solving, Business Strategy Tools, Series 6, Series 7, Series 63, Series 65, Life Insurance, Series 31
Education
Temple University - Fox School of Business and Management
Bachelors of Business Administration, Finance
Vanguard January 2014 - Present
Vanguard July 2013 - December 2014
Vanguard July 1998 - July 2012
CoreTech Consulting Group February 1996 - July 1998
Skills
Business Analysis, Financial Services, Process Improvement, SDLC, Program Management, Change Management, Management, Risk Management, Software Development, Agile Methodologies, Project Management, Software Project..., Training, IT Strategy, Agile Project Management, Business Intelligence, Vendor Management, PMO, Strategy, IT Management, Requirements Analysis, Enterprise Architecture, Project Portfolio..., Project Planning, Integration, Leadership
Education
The College of New Rochelle
BA, History
Self Employed January 2009 - Present
Bank of America June 2007 - September 2008
PNC Financial Services Group May 2004 - June 2007
Vanguard June 1998 - April 2003
Vanguard June 1997 - June 1998
Skills
Advertising, Brochures, Public Relations, Corporate Communications, Copywriting, Marketing Communications, Internal Communications, Newsletters, Budgets, Public Speaking, Direct Mail, Financial Services, Marketing, Start-ups, Strategic Communications, Management, Leadership, Marketing Strategy
Education
The College of New Rochelle
MS, Communications
University of Maryland College Park
BA, English
National Bureau of Economic Research June 2013 - Present
Center for Retirement Research at Boston College August 2010 - June 2013
Howard J. Busbee Finance Academy 2008 - September 2010
Vanguard 2010 - 2010
Skills
Data Analysis, Research, Stata, Financial Modeling, Economics, Econometrics, SPSS, Microsoft Excel, Quantitative Analytics, Microsoft Office, Financial Analysis, Qualitative Research
Education
The College of William and Mary 2006 — 2010
Bachelor of Business Administration (BBA), Finance, General
The College of William and Mary - The Mason School of Business 2006 — 2010
BBA, Finance
Towers Watson November 2014 - Present
Aqua America November 2012 - October 2014
Vanguard April 2012 - November 2012
PVH Corp. March 2010 - July 2011
Molewski Financial Partners March 2008 - February 2010
Vanguard July 2006 - February 2008
Vanguard May 2005 - July 2006
Marsh Financial Services April 2004 - January 2005
Charon Planning August 2003 - April 2004
Agere Systems January 2001 - December 2001
Skills
Employee Benefits, Deferred Compensation, Human Resources, Defined Benefit, Pensions, Retirement, Software Documentation, Process Improvement, Training, Analysis, Benefits Administration, Microsoft Excel, Management, Insurance, Data Analysis, HR Consulting, Research, Microsoft Office, 401k, Pension Administration, Project Management, Program Management
Education
The Cooper Union for the Advancement of Science and Art
BE, Chemical Engineering
Vanguard July 2012 - Present
The College of New Jersey October 2010 - May 2012
Pine Tree Environmental Education Center June 2011 - August 2011
Lawnworks June 2005 - August 2010
Skills
Adobe Flash, HTML/ CSS, Java, Photoshop, Microsoft Office, Illustrator, Web Design, Microsoft Excel, C++, PHP, HTML, CSS, Game Design, Programming, C, Processing, Android Processing, Computer Building, Autodesk Maya
Education
The College of New Jersey 2008 — 2012
Bachelor of Arts (B.A.), Interactive Multimedia
Vanguard 2013 - July 2015
Vanguard 2006 - 2013
Vanguard January 1998 - 2006
Defense Logistics Agency 1981 - 1997
Temple University 1981 - 1983
Univeristy of Delaware 1978 - 1981
Lincoln University 1980 - 1980
Skills
Financial Services, Mutual Funds, Asset Management, Retirement, Investments, Analysis, Presentations, Relationship Management, Asset Allocation, Writing, Retirement Planning, Investment Strategies, Leadership, Pensions, Strategy, Management
Education
The American College 2014 — 2016
Retirement Income Certified Professional (RICP), Retirement Income / Financial Planning
University of Pennsylvania - The Wharton School 1995 — 1997
MBA
University of Delaware 1971 — 1977
BA, MA, English, history
Morgan Stanley Investment Management September 2008 - Present
Vanguard January 2005 - February 2008
Skills
Asset Management, Investments
Education
Temple University - Fox School of Business and Management 2001 — 2004
Bachelor of Business Administration (B.B.A.), Finance & Real Estate
DLA February 2014 - Present
Vanguard July 2010 - August 2012
Philadelphia Housing Authority May 2008 - August 2008
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Data Analysis, Finance, Leadership, Investments, Financial Modeling, Research, Analysis
Education
Temple University - Fox School of Business and Management 2012 — 2014
Master of Business Administration (M.B.A.), Finance
TEMPLE UNIVERSITY, Fox School of Business
Bachelor, Business Administration; Finance
Vanguard August 2010 - Present
Vanguard August 2009 - August 2010
PREIT May 2008 - August 2009
Skills
Account Reconciliation, Internal Controls, GAAP, Financial Analysis
Education
Temple University - Fox School of Business and Management 2004 — 2008
BBA, Accounting, Risk Management and Insurance
Vanguard April 2010 - Present
Vanguard January 2005 - April 2010
Education
Temple University - Fox School of Business and Management 2000 — 2009
BBA, Accounting
Merrill Lynch September 2009 - January 2011
Merrill Lynch January 2009 - January 2011
Fidelity Investments January 2006 - January 2009
Fidelity Investments 2006 - 2009
Vanguard January 2005 - January 2006
Financial Network Investment Corp January 2003 - January 2005
AT&T/Lucent Technologies/Agere Systems January 2001 - January 2002
Lucent Technologies, Inc January 1996 - January 2001
AT&T, Inc January 1987 - January 1996
Education
Fairleigh Dickinson University-College at Florham
Master of Business Administration (MBA), Accounting
Saint Peter's College
Bachelor of Science (B.S.)
The American College
BB&T June 2013 - Present
AXA-Equitable April 2008 - May 2013
TIAA-CREF February 2006 - April 2008
Vanguard January 2004 - February 2006
Skills
Mutual Funds, Financial Planning, Investments, Financial Analysis, Equities
Education
The American College 2011 — 2012
n/a, CLU
University of North Carolina at Charlotte 2000 — 2003
Bachelors of Science, CFP
CheapCaribbean.com, inc May 2013 - Present
Morrow and Associates January 2001 - Present
MobilexUSA April 2010 - May 2013
Central Bucks School District March 2009 - June 2010
IMS Health September 1988 - January 2001
Morlan International January 1987 - September 1988
Vanguard February 1986 - January 1987
Franke March 1982 - February 1986
Skills
Quickbooks Pro, ProSeries TurboTax, Millenium, Consolidated Reporting..., Account Analysis, Audit Schedule..., Actual, Budget & Prior..., Hyperion System..., Journal Entry..., Spreadsheet Preparation..., Payroll Processing, Federal & State Tax..., Hyperion Enterprise, Peachtree, MS Excel,Word &..., Quicken, Accounts Payable, Accounting, General Ledger, Variance Analysis, Financial Statements, GAAP, Tax Preparation, Spreadsheets, US GAAP, Financial Accounting, Internal Controls, Accounts Receivable, Financial Reporting, Accruals, Human Resources, Tax Returns, Bank Reconciliation, Fixed Assets, Process Improvement, Account Reconciliation, Microsoft Excel, Year-end Close, Expenses, Cash Management, Financial Analysis, Invoicing, Journal Entries, Payroll, QuickBooks
Education
Temple University - Fox School of Business and Management 1981 — 1985
Bachelor of Business Administration, Accounting
Vanguard December 2012 - Present
KPMG LLP June 2009 - May 2012
KPMG LLP August 2007 - June 2009
Skills
Internal Controls, US GAAP, Auditing, Financial Reporting, Big 4, Sarbanes-Oxley Act, GAAP, External Audit, Accounting, IFRS, Financial Accounting
Education
Villanova University 2007 — 2008
Master's degree, Accounting and Professional Consultancy
The College of New Jersey 2003 — 2007
Bachelor of Science (B.S.), Accounting
Vanguard June 2013 - Present
Mason Warner and Company August 2012 - April 2013
Coombes Equipment January 2012 - June 2012
Skills
Microsoft Office, Microsoft Excel, Financial Services, Investments, Mutual Funds, Economics, Accounts Payable, Accounts Receivable
Education
Texas Tech University - Rawls College of Business 2007 — 2011
Bachelor of Business Administration (BBA), Accounting and Finance
Charles Schwab June 2013 - April 2014
Cole Capital April 2012 - April 2013
Vanguard May 2006 - April 2012
Skills
Series 63, Mutual Funds, Investments, Asset Allocation, Microsoft Excel, Relationship Management, Data Analysis, Process Improvement, PowerPoint, Series 6, Series 7, Series 66, Insurance, Retirement, Fixed Annuities
Education
Texas A&M University 1999 — 2003
Bachelor of Science (BS), Kinesiology
Airgas October 2013 - Present
AmeriGas August 1993 - September 2013
Preferred Benefits Corporation 1987 - May 1993
Vanguard 1985 - 1987
Skills
Employee Benefits, Benefits Administration, Human Resources, Process Improvement, Leadership, Recruiting, Worker's Compensation..., Disability Management, Communications, Management, Deferred Compensation, 401k Plans, Mergers & Acquisitions, Strategic Planning
Education
The College of New Jersey 1979 — 1981
Bachelor of Science (B.S.), Business Administration
Trenton State College
Vanguard 2008 - Present
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Customer Service, Outlook, Research, Windows, English, Social Media, Teamwork, Budgets, Access, Strategic Planning
Education
Temple University - Fox School of Business and Management 2010 — 2013
Bachelor of Business Administration (BBA), Finance, General
Vanguard July 2015 - Present
Vanguard May 2014 - August 2014
Limoncello May 2013 - January 2014
Nudy's Cafe June 2012 - January 2014
Toll Brothers May 2010 - October 2010
Skills
Customer Service, Marketing, Series 7, Series 63
Education
Temple University - Fox School of Business and Management 2013 — 2015
Bachelor’s Degree, Risk Management and Insurance, 3.9
University of South Carolina-Columbia 2011 — 2012
Marketing, 3.94
Downingtown West High School 2007 — 2011
Vanguard July 2005 - Present
Education
Tennessee Technological University
Bachelor's degree, Business Administration and Management, General
Citi August 2013 - Present
Citi April 2010 - August 2013
Citi August 2007 - April 2010
Citi January 2005 - August 2007
Citi June 2000 - January 2005
Vanguard September 1999 - June 2000
CIBC Oppenheimer September 1998 - September 1999
Skills
Equity Derivatives, Derivatives, Middle Office, Equities, Securities, Fixed Income, Capital Markets, Mutual Funds, Series 7, FINRA, Hedge Funds, Series 63, Options, Investment Banking, Trading Systems
Education
The College of New Jersey 1994 — 1998
Bachelor of Science (B.S.), Business Administration and Management, General
Vanguard 2013 - 2014
Enchanted Oaks Animal Hospital May 2013 - August 2013
Education
Texas A&M University 2012 — 2014
Bachelor's Degree, Bioenvironmental Sciences