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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9,967 Vanguard employees in database. Find out everything there's to know about Vanguard employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Vanguard Employees
Employee
Years
Job
Industry
Jena Sperry Jena Sperry's Vanguard Experience November 2014 - Present
Job Sales Administrator at Vanguard
Industry Investment Management
Experience
Vanguard November 2014 - Present
Vanguard October 2013 - November 2014
Vanguard April 2013 - October 2013
GENEX Services, LLC December 2012 - March 2013
Max Restaurant Group March 2012 - December 2012
Symmetry Partners LLC August 2007 - December 2011
Skills
PowerPoint, Microsoft Office, Leadership, Access, Marketing, Microsoft Excel, Microsoft Word, Finance, Investments, Mutual Funds, Team Building, Training, Data Analysis, Data Entry, CRM, Budgets, Customer Service
Education
The University of Connecticut School of Business 2008 — 2012
Bachelor's degree, International Business, 3.6/4.0
Palazzo Rucellai
Study Abroad
Vanguard November 2014 - Present
Vanguard October 2013 - November 2014
Vanguard April 2013 - October 2013
GENEX Services, LLC December 2012 - March 2013
Max Restaurant Group March 2012 - December 2012
Symmetry Partners LLC August 2007 - December 2011
Skills
PowerPoint, Microsoft Office, Leadership, Access, Marketing, Microsoft Excel, Microsoft Word, Finance, Investments, Mutual Funds, Team Building, Training, Data Analysis, Data Entry, CRM, Budgets, Customer Service
Education
The University of Connecticut School of Business 2008 — 2012
Bachelor's degree, International Business, 3.6/4.0
Palazzo Rucellai
Study Abroad
David M Voth David M Voth's Vanguard Experience September 1999 - January 2003
Job Innovative and Trusted Relationship Developer and Manager
Industry Financial Services
Experience
TIAA-CREF July 2014 - Present
TIAA-CREF June 2012 - July 2014
TIAA-CREF November 2010 - June 2012
Thrivent Financial April 2010 - November 2010
Carmel Baptist Church December 2008 - February 2010
Ripe for Harvest 2006 - 2009
Vanguard September 1999 - January 2003
Advisor Technology Services LLC 1998 - 1999
Signal Securities, Inc 1996 - 1997
Skills
Qualified Retirement..., Series 7, Retirement, Wealth Management, Relationship Management, Variable Annuities, Asset Allocation, Financial Services, Investments, Fixed Annuities, High Net Worth..., Wealth, Wealth Management..., Mutual Funds, Retirement Planning, Financial Planners, Employee Benefits, Personal Financial..., 529 Plans, Retirement Savings, Financial Planning, Public Speaking, Financial Advisory, Investment Strategies, Investment Advisory, Securities, Series 63, Insurance, 401k, Asset Management, Life Insurance, IRAs, Equities, Estate Planning
Education
Columbia International University 2002 — 2008
master's degree, Intercultural Studies
The University of Texas at Arlington - College of Business 1980 — 1996
bachelor's degree in business administration, business management, economics
TIAA-CREF July 2014 - Present
TIAA-CREF June 2012 - July 2014
TIAA-CREF November 2010 - June 2012
Thrivent Financial April 2010 - November 2010
Carmel Baptist Church December 2008 - February 2010
Ripe for Harvest 2006 - 2009
Vanguard September 1999 - January 2003
Advisor Technology Services LLC 1998 - 1999
Signal Securities, Inc 1996 - 1997
Skills
Qualified Retirement..., Series 7, Retirement, Wealth Management, Relationship Management, Variable Annuities, Asset Allocation, Financial Services, Investments, Fixed Annuities, High Net Worth..., Wealth, Wealth Management..., Mutual Funds, Retirement Planning, Financial Planners, Employee Benefits, Personal Financial..., 529 Plans, Retirement Savings, Financial Planning, Public Speaking, Financial Advisory, Investment Strategies, Investment Advisory, Securities, Series 63, Insurance, 401k, Asset Management, Life Insurance, IRAs, Equities, Estate Planning
Education
Columbia International University 2002 — 2008
master's degree, Intercultural Studies
The University of Texas at Arlington - College of Business 1980 — 1996
bachelor's degree in business administration, business management, economics
Heather Rutherford Heather Rutherford's Vanguard Experience 2005 - 2009
Job Internship and Data Management Specialist at Josef Korbel School of International Studies at the University of Denver
Industry Higher Education
Experience
Josef Korbel School of International Studies at the University of Denver January 2015 - Present
University of Denver August 2013 - December 2014
Josef Korbel Office of Career and Professional Development November 2011 - January 2013
Mile High Chapter, American Red Cross June 2012 - November 2012
ECDC African Community Center 2011 - 2012
Peace Corps 2009 - 2011
Vanguard 2005 - 2009
Vanguard 2004 - 2005
Skills
Intercultural..., Intercultural Skills, People Management, Event Planning, Training & Development, International..., Project Coordination, Management, Training, Program Management, Community Outreach, Project Management, Workshop Facilitation, Leadership
Education
University of Denver 2011 — 2012
Master of Arts (MA), International and Intercultural Communication
Trinity University 2000 — 2004
Bachelor of Science (B.S.), Marketing, Finance and Human Communications, Graduated Magna Cum Laude
The University of Stirling 2002 — 2002
Study Abroad
Josef Korbel School of International Studies at the University of Denver January 2015 - Present
University of Denver August 2013 - December 2014
Josef Korbel Office of Career and Professional Development November 2011 - January 2013
Mile High Chapter, American Red Cross June 2012 - November 2012
ECDC African Community Center 2011 - 2012
Peace Corps 2009 - 2011
Vanguard 2005 - 2009
Vanguard 2004 - 2005
Skills
Intercultural..., Intercultural Skills, People Management, Event Planning, Training & Development, International..., Project Coordination, Management, Training, Program Management, Community Outreach, Project Management, Workshop Facilitation, Leadership
Education
University of Denver 2011 — 2012
Master of Arts (MA), International and Intercultural Communication
Trinity University 2000 — 2004
Bachelor of Science (B.S.), Marketing, Finance and Human Communications, Graduated Magna Cum Laude
The University of Stirling 2002 — 2002
Study Abroad
Jennifer Faris Jennifer Faris's Vanguard Experience October 2012 - Present
Job Recruiter at Vanguard through Randstad Corporate Services
Industry Staffing and Recruiting
Experience
Vanguard October 2012 - Present
Health Search Partners June 2009 - October 2012
KBA Consultants October 2007 - June 2009
Forest Pharmaceuticals February 1996 - October 2007
ADP June 1994 - February 1996
Skills
Sourcing, Recruiting, Sales, Social Recruiting, Talent Acquisition, Strategic Sourcing
Education
The University of Texas at Austin 2000 — 2004
MSSW, Social Work
University of Arizona 1990 — 1994
BA, Communications/Business
Upper Dublin High School 1986 — 1990
Vanguard October 2012 - Present
Health Search Partners June 2009 - October 2012
KBA Consultants October 2007 - June 2009
Forest Pharmaceuticals February 1996 - October 2007
ADP June 1994 - February 1996
Skills
Sourcing, Recruiting, Sales, Social Recruiting, Talent Acquisition, Strategic Sourcing
Education
The University of Texas at Austin 2000 — 2004
MSSW, Social Work
University of Arizona 1990 — 1994
BA, Communications/Business
Upper Dublin High School 1986 — 1990
Matt Benchener Matt Benchener's Vanguard Experience April 2015 - Present
Job Officer Head of Marketing (Retail Investor Group) at Vanguard
Industry Financial Services
Experience
Vanguard April 2015 - Present
Vanguard January 2013 - March 2015
Newtown Township August 2009 - January 2014
Vanguard October 2010 - January 2013
Vanguard August 2009 - October 2010
Vanguard August 2008 - August 2009
Education
The Johns Hopkins University
Bachelor of Arts (B.A.), Political Science; Business Management, Presidential Trust Scholar; Dean's List; Honors
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA), Honors; Director's List for Academic Achievement
Vanguard April 2015 - Present
Vanguard January 2013 - March 2015
Newtown Township August 2009 - January 2014
Vanguard October 2010 - January 2013
Vanguard August 2009 - October 2010
Vanguard August 2008 - August 2009
Education
The Johns Hopkins University
Bachelor of Arts (B.A.), Political Science; Business Management, Presidential Trust Scholar; Dean's List; Honors
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA), Honors; Director's List for Academic Achievement
Michael Marchese Michael Marchese's Vanguard Experience July 2011 - Present
Job Bringing High Net Worth Financial and Sales Professionals and Transformational Career Opportunities Together at Vanguard
Industry Investment Management
Experience
Vanguard July 2011 - Present
Grand Canyon University June 2010 - February 2011
Lee Hecht Harrison August 2008 - May 2010
Executive Placement / JBN & Associates March 2005 - June 2008
Accounting & Finance Personnel, Inc March 1998 - March 2005
MicroAge Computer Centers March 1994 - March 1998
Skills
Behavioral Interviewing, Start-ups, Customer Service, Talent Acquisition, Employee Engagement, Healthcare, Risk Management, Policy, Change Management, Sourcing, Coaching, Recruiting, Internet Recruiting, Program Management, College Recruiting, Temporary Placement, Interviews, Team Building, Leadership Development, Business Planning, Executive Coaching, Succession Planning, Strategic Planning, Human Resources, Employee Relations, Process Improvement, Onboarding, Consulting, Contract Recruitment, Leadership, Technical Recruiting, Applicant Tracking..., Executive Search, Management, Training, Employee Benefits, Performance Management, Project Planning, HRIS, Vendor Management, Career Counseling, Workforce Planning, Talent Management, Resume Writing, Benefits Negotiation, Organizational..., Hiring, Deferred Compensation, Personnel Management, Staffing Services
Education
The University of New Mexico - Robert O. Anderson School of Management 1988 — 1992
BBA
University of Phoenix 1998 — 2000
MBA
Arizona School Of Real Estate - Scottsdale Arizona 1998 — 2000
Broker
Vanguard July 2011 - Present
Grand Canyon University June 2010 - February 2011
Lee Hecht Harrison August 2008 - May 2010
Executive Placement / JBN & Associates March 2005 - June 2008
Accounting & Finance Personnel, Inc March 1998 - March 2005
MicroAge Computer Centers March 1994 - March 1998
Skills
Behavioral Interviewing, Start-ups, Customer Service, Talent Acquisition, Employee Engagement, Healthcare, Risk Management, Policy, Change Management, Sourcing, Coaching, Recruiting, Internet Recruiting, Program Management, College Recruiting, Temporary Placement, Interviews, Team Building, Leadership Development, Business Planning, Executive Coaching, Succession Planning, Strategic Planning, Human Resources, Employee Relations, Process Improvement, Onboarding, Consulting, Contract Recruitment, Leadership, Technical Recruiting, Applicant Tracking..., Executive Search, Management, Training, Employee Benefits, Performance Management, Project Planning, HRIS, Vendor Management, Career Counseling, Workforce Planning, Talent Management, Resume Writing, Benefits Negotiation, Organizational..., Hiring, Deferred Compensation, Personnel Management, Staffing Services
Education
The University of New Mexico - Robert O. Anderson School of Management 1988 — 1992
BBA
University of Phoenix 1998 — 2000
MBA
Arizona School Of Real Estate - Scottsdale Arizona 1998 — 2000
Broker
Daniel Pugliese Daniel Pugliese's Vanguard Experience March 2010 - July 2012
Job
Industry Financial Services
Experience
Delphos International June 2013 - Present
Overseas Private Investment Corporation January 2013 - May 2013
Vanguard March 2010 - July 2012
Vanguard December 2007 - March 2010
Wells Fargo Home Mortgage January 2007 - February 2007
Congressman Michael G. Fitzpatrick January 2006 - May 2006
Education
The George Washington University - School of Business 2012 — 2014
Master of Business Administration (MBA), Finance
University of Maryland - Robert H. Smith School of Business 2003 — 2007
B.S., Finance and International Business
Georgetown Preparatory School 1999 — 2003
Delphos International June 2013 - Present
Overseas Private Investment Corporation January 2013 - May 2013
Vanguard March 2010 - July 2012
Vanguard December 2007 - March 2010
Wells Fargo Home Mortgage January 2007 - February 2007
Congressman Michael G. Fitzpatrick January 2006 - May 2006
Education
The George Washington University - School of Business 2012 — 2014
Master of Business Administration (MBA), Finance
University of Maryland - Robert H. Smith School of Business 2003 — 2007
B.S., Finance and International Business
Georgetown Preparatory School 1999 — 2003
Vicente Ortega, MBA Vicente Ortega, MBA's Vanguard Experience August 2013 - Present
Job Client Relationship Administrator at Vanguard
Industry Financial Services
Experience
Vanguard August 2013 - Present
Vanguard June 2012 - August 2013
Vanguard June 2011 - June 2012
Skills
Series 63, Series 7, Series 6, Mutual Funds, ETFs, Asset Allocation, Retirement Planning, Bloomberg, Securities, Retirement, Investment Strategies, Uniform Combined State...
Education
University of Arizona 2013 — 2014
Master of Business Administration (M.B.A.), Finance, General
The University of Texas at El Paso 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Vanguard August 2013 - Present
Vanguard June 2012 - August 2013
Vanguard June 2011 - June 2012
Skills
Series 63, Series 7, Series 6, Mutual Funds, ETFs, Asset Allocation, Retirement Planning, Bloomberg, Securities, Retirement, Investment Strategies, Uniform Combined State...
Education
University of Arizona 2013 — 2014
Master of Business Administration (M.B.A.), Finance, General
The University of Texas at El Paso 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Sivan Shahmoon Sivan Shahmoon's Vanguard Experience June 2015 - Present
Job Processing Associate at Vanguard
Industry Financial Services
Experience
Vanguard June 2015 - Present
Masa Israel Journey August 2014 - Present
Target June 2014 - April 2015
Target August 2014 - January 2015
Congregation Anshei Israel August 2012 - May 2014
Alpha Kappa Psi October 2013 - December 2013
I-OTT June 2013 - August 2013
Skills
Retail Sales, Retail, Cashiering, Inventory Management, Store Operations, Customer Service, Inventory Control, PowerPoint, Apparel, Sales, Marketing, Program Management, Leadership, Public Speaking
Education
University of Arizona 2012 — 2015
Business, Business Administration and Management, General
The Hebrew University 2011 — 2013
University of Nevada-Las Vegas 2010 — 2011
Vanguard June 2015 - Present
Masa Israel Journey August 2014 - Present
Target June 2014 - April 2015
Target August 2014 - January 2015
Congregation Anshei Israel August 2012 - May 2014
Alpha Kappa Psi October 2013 - December 2013
I-OTT June 2013 - August 2013
Skills
Retail Sales, Retail, Cashiering, Inventory Management, Store Operations, Customer Service, Inventory Control, PowerPoint, Apparel, Sales, Marketing, Program Management, Leadership, Public Speaking
Education
University of Arizona 2012 — 2015
Business, Business Administration and Management, General
The Hebrew University 2011 — 2013
University of Nevada-Las Vegas 2010 — 2011
Jared Ozer's Vanguard Experience May 2014 - August 2014
Job Incoming Investment Banking Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs June 2015 - August 2015
Vanguard May 2014 - August 2014
United States Senate Small Business & Entrepreneurship Committee September 2013 - April 2014
Starfield & Smith, PC June 2013 - August 2013
Camp Green Lane June 2011 - July 2013
Whitpain Recreation Association April 2012 - June 2013
Education
The George Washington University 2012 — 2016
Bachelor of Business Administration (BBA), Finance; Business Economics & Public Policy
Goldman Sachs June 2015 - August 2015
Vanguard May 2014 - August 2014
United States Senate Small Business & Entrepreneurship Committee September 2013 - April 2014
Starfield & Smith, PC June 2013 - August 2013
Camp Green Lane June 2011 - July 2013
Whitpain Recreation Association April 2012 - June 2013
Education
The George Washington University 2012 — 2016
Bachelor of Business Administration (BBA), Finance; Business Economics & Public Policy
Hallie Richwine Hallie Richwine's Vanguard Experience March 2004 - October 2007
Job Account Representative I at Sterling Jewelers
Industry Retail
Experience
Sterling Jewelers March 2011 - May 2014
SEI October 2007 - January 2008
Vanguard March 2004 - October 2007
Skills
Account Reconciliation, Risk Management, Accounting
Education
The University of Akron 2008 — 2010
Bachelor of Arts (B.A.), Interdisciplinary Anthropology
Sterling Jewelers March 2011 - May 2014
SEI October 2007 - January 2008
Vanguard March 2004 - October 2007
Skills
Account Reconciliation, Risk Management, Accounting
Education
The University of Akron 2008 — 2010
Bachelor of Arts (B.A.), Interdisciplinary Anthropology
Dixon Speaker's Vanguard Experience October 2014 - Present
Job Client Relationship Administrator at The Vanguard Group Inc.
Industry Financial Services
Experience
Vanguard October 2014 - Present
Vanguard June 2013 - October 2014
Hugh O'Brian Youth Leadership 2007 - 2014
Hugh O'Brian Youth Leadership 2007 - 2014
Ursinus College September 2011 - May 2013
Ursinus College June 2012 - July 2012
ING Financial Partners January 2012 - June 2012
Ursinus College 2009 - 2012
Dependable Lawn Care June 2009 - August 2011
M & M Parking Services June 2009 - June 2011
Skills
Writing, Creative Writing, Research, Critical Thinking, Reading Comprehension, Business Intelligence, Communication Skills, Interpersonal Skill
Education
Ursinus College 2009 — 2013
Bachelor of Arts (B.A.), English Language and Literature, General
The University of Edinburgh 2012 — 2012
Strath Haven High School
Vanguard October 2014 - Present
Vanguard June 2013 - October 2014
Hugh O'Brian Youth Leadership 2007 - 2014
Hugh O'Brian Youth Leadership 2007 - 2014
Ursinus College September 2011 - May 2013
Ursinus College June 2012 - July 2012
ING Financial Partners January 2012 - June 2012
Ursinus College 2009 - 2012
Dependable Lawn Care June 2009 - August 2011
M & M Parking Services June 2009 - June 2011
Skills
Writing, Creative Writing, Research, Critical Thinking, Reading Comprehension, Business Intelligence, Communication Skills, Interpersonal Skill
Education
Ursinus College 2009 — 2013
Bachelor of Arts (B.A.), English Language and Literature, General
The University of Edinburgh 2012 — 2012
Strath Haven High School
Caroline (Carrie) Denham, CFP® Caroline (Carrie) Denham, CFP®'s Vanguard Experience July 2014 - Present
Job Investment Administrator at Vanguard
Industry Investment Management
Experience
Vanguard July 2014 - Present
Vanguard May 2011 - July 2014
Vanguard November 2010 - May 2011
Athens First Bank & Trust June 2010 - November 2010
University of Georgia May 2006 - May 2010
Skills
Series 63, Series 6, Mutual Funds, Customer Service, Employee Benefits, Financial Analysis, Banking, Series 7, Personal Financial...
Education
The University of Georgia 2006 — 2010
Bachelor of Science (BS), Consumer Economics, Family Financial Planning
Fort Mill High School 2002 — 2006
Vanguard July 2014 - Present
Vanguard May 2011 - July 2014
Vanguard November 2010 - May 2011
Athens First Bank & Trust June 2010 - November 2010
University of Georgia May 2006 - May 2010
Skills
Series 63, Series 6, Mutual Funds, Customer Service, Employee Benefits, Financial Analysis, Banking, Series 7, Personal Financial...
Education
The University of Georgia 2006 — 2010
Bachelor of Science (BS), Consumer Economics, Family Financial Planning
Fort Mill High School 2002 — 2006
Preston Gardner, J.D., MBA Preston Gardner, J.D., MBA's Vanguard Experience May 2005 - May 2008
Job Business Development, Risk, Sales/Trading
Industry Financial Services
Experience
Thomas Jefferson School of Law August 2011 - June 2014
LPL Financial June 2010 - May 2011
MetLife September 2009 - June 2010
Wells Fargo September 2008 - June 2009
Vanguard May 2005 - May 2008
Skills
Financial Analysis, Mergers & Acquisitions, Finance, Corporate Law, Risk Management, Private Equity, Analysis, Business Development, Program Management, Financial Services, Capital Markets, Asset Management, Tax, Investment Banking, Wealth Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2014 — 2015
Master of Science (MSc), Finance, General
Thomas Jefferson School of Law 2011 — 2014
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law
The London School of Economics and Political Science (LSE) 2013 — 2013
Graduate Study-Abroad Program, Risk Management and Valuation
Wake Forest University 2007 — 2009
Master of Business Administration (MBA), Accounting and Finance
University of North Carolina at Charlotte 2003 — 2005
Bachelor of Science (B.S.), Finance, General
Thomas Jefferson School of Law August 2011 - June 2014
LPL Financial June 2010 - May 2011
MetLife September 2009 - June 2010
Wells Fargo September 2008 - June 2009
Vanguard May 2005 - May 2008
Skills
Financial Analysis, Mergers & Acquisitions, Finance, Corporate Law, Risk Management, Private Equity, Analysis, Business Development, Program Management, Financial Services, Capital Markets, Asset Management, Tax, Investment Banking, Wealth Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2014 — 2015
Master of Science (MSc), Finance, General
Thomas Jefferson School of Law 2011 — 2014
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law
The London School of Economics and Political Science (LSE) 2013 — 2013
Graduate Study-Abroad Program, Risk Management and Valuation
Wake Forest University 2007 — 2009
Master of Business Administration (MBA), Accounting and Finance
University of North Carolina at Charlotte 2003 — 2005
Bachelor of Science (B.S.), Finance, General
Maria Tomkins Maria Tomkins's Vanguard Experience January 2013 - April 2013
Job Executive Assistant at CRA, Inc.
Industry Management Consulting
Experience
CRA, Inc. April 2013 - Present
Vanguard January 2013 - April 2013
TL Ventures March 1999 - September 2012
Skills
Microsoft Office, Microsoft Word, Outlook, Salesforce.com, Venture Complete, PowerPoint, Lotus Notes, Customer Service, Public Speaking, Windows for MAC, Administrative..., Administrative...
Education
University of The Arts
Graphic Design/Advertising
CRA, Inc. April 2013 - Present
Vanguard January 2013 - April 2013
TL Ventures March 1999 - September 2012
Skills
Microsoft Office, Microsoft Word, Outlook, Salesforce.com, Venture Complete, PowerPoint, Lotus Notes, Customer Service, Public Speaking, Windows for MAC, Administrative..., Administrative...
Education
University of The Arts
Graphic Design/Advertising
Dave Fiedler Dave Fiedler's Vanguard Experience February 2014 - Present
Job Design Manager at Vanguard
Industry Design
Experience
Vanguard February 2014 - Present
Hanson Design February 2012 - February 2014
Brady Communications February 2010 - March 2011
Bailey Brand Consulting May 1998 - December 2008
Bailey Brand Consulting January 1996 - May 1998
Bailey Brand Consulting January 1992 - January 1996
Skills
Brand Building, Consumer Engagement, Creative Excellence, Retail, Packaging, Corporate Identity, Advertising, Brand Management, Creativity, Information Architecture, Marketing Communications, Digital Marketing, Creative Direction, Brochures, Social Media, Branding & Identity, Brand Development, Email Marketing, Integrated Marketing, Corporate Branding, Art Direction, Graphics, Brand Architecture, Logo Design, Typography, Marketing, Concept Development, Graphic Design, Photography, Digital Media, Interaction Design, Experience Design, User Interface Design, Interactive Advertising, Web Design, Direct Mail, Mac, Copywriting, Interactive Marketing, InDesign, User Experience, Information Design, Visual Communication, Collateral, Design Strategy, Creative Services, Motion Graphics
Education
University of The Arts 1984 — 1988
Bachelor of Fine Arts in Graphic Design, Graphic Design
Hamden High School 1980 — 1984
Vanguard February 2014 - Present
Hanson Design February 2012 - February 2014
Brady Communications February 2010 - March 2011
Bailey Brand Consulting May 1998 - December 2008
Bailey Brand Consulting January 1996 - May 1998
Bailey Brand Consulting January 1992 - January 1996
Skills
Brand Building, Consumer Engagement, Creative Excellence, Retail, Packaging, Corporate Identity, Advertising, Brand Management, Creativity, Information Architecture, Marketing Communications, Digital Marketing, Creative Direction, Brochures, Social Media, Branding & Identity, Brand Development, Email Marketing, Integrated Marketing, Corporate Branding, Art Direction, Graphics, Brand Architecture, Logo Design, Typography, Marketing, Concept Development, Graphic Design, Photography, Digital Media, Interaction Design, Experience Design, User Interface Design, Interactive Advertising, Web Design, Direct Mail, Mac, Copywriting, Interactive Marketing, InDesign, User Experience, Information Design, Visual Communication, Collateral, Design Strategy, Creative Services, Motion Graphics
Education
University of The Arts 1984 — 1988
Bachelor of Fine Arts in Graphic Design, Graphic Design
Hamden High School 1980 — 1984
Robin Berning Doctor Robin Berning Doctor's Vanguard Experience 2000 - 2003
Job Project Management, Estimating, Business Finance & Marketing
Industry Construction
Experience
Morse Sash & Door 2015 - Present
Private Golf Shop 2003 - 2010
Vanguard 2000 - 2003
Vanguard 1999 - 2003
Vanguard 1997 - 1999
Vanguard 1996 - 1997
Skills
Project Management, Visio, Databases, Business Analysis, Requirements Gathering, MS Project, Requirements Analysis, Cognos, Process Improvement, Change Management, Business Requirements, Analysis, Customer Service, Elevation Coordination, Business Change..., MS Office Suite, 401(k) Retirement..., Marketing Strategy, Marketing, Marketing Communications, Relationship Management, Project Implementation, Leadership, Project Planning, Corporate Promotions, Strategic Communications, Strategic Consulting, Product Design, Usability, Web Design, User Interface Design, Marketing Materials, Google+, Google Docs, Google Apps, Microsoft Office, Microsoft Project, Microsoft SQL Server, Saleforce, HTML, Communications Planning, Training, CBT, Computer Based Training, Reporting & Analysis, Federal Regulations, SEC, ERISA, Lean Six Sigma, Agile Project Management
Education
The Ohio State University - The Max M. Fisher College of Business
Bachelor's Degree, BSBA in Marketing with Information Systems focus
The San Jose State university
Business Administration and Management, General
Morse Sash & Door 2015 - Present
Private Golf Shop 2003 - 2010
Vanguard 2000 - 2003
Vanguard 1999 - 2003
Vanguard 1997 - 1999
Vanguard 1996 - 1997
Skills
Project Management, Visio, Databases, Business Analysis, Requirements Gathering, MS Project, Requirements Analysis, Cognos, Process Improvement, Change Management, Business Requirements, Analysis, Customer Service, Elevation Coordination, Business Change..., MS Office Suite, 401(k) Retirement..., Marketing Strategy, Marketing, Marketing Communications, Relationship Management, Project Implementation, Leadership, Project Planning, Corporate Promotions, Strategic Communications, Strategic Consulting, Product Design, Usability, Web Design, User Interface Design, Marketing Materials, Google+, Google Docs, Google Apps, Microsoft Office, Microsoft Project, Microsoft SQL Server, Saleforce, HTML, Communications Planning, Training, CBT, Computer Based Training, Reporting & Analysis, Federal Regulations, SEC, ERISA, Lean Six Sigma, Agile Project Management
Education
The Ohio State University - The Max M. Fisher College of Business
Bachelor's Degree, BSBA in Marketing with Information Systems focus
The San Jose State university
Business Administration and Management, General
Charles N. Goings, CFP® Charles N. Goings, CFP®'s Vanguard Experience November 2013 - Present
Job Retirement Specialist at Vanguard
Industry Financial Services
Experience
Vanguard November 2013 - Present
Fidelity Investments May 2011 - September 2013
Scarlet and Grey Financial March 2009 - March 2011
Summit Financial Strategies, Inc. July 2010 - September 2010
New York Life Insurance Company April 2010 - June 2010
World Financial Group (WFG) June 2009 - September 2009
Skills
Series 7, Series 63, Retirement Planning, Investments, Retirement, Estate Planning, Portfolio Management, Investment Strategies, Financial Planners, Wealth Management, Certified Financial...
Education
The Ohio State University 2006 — 2011
Human Ecology, Financial Planning - Passed CFP Exam
Crestview Local School 1993 — 2006
High School Diploma
Vanguard November 2013 - Present
Fidelity Investments May 2011 - September 2013
Scarlet and Grey Financial March 2009 - March 2011
Summit Financial Strategies, Inc. July 2010 - September 2010
New York Life Insurance Company April 2010 - June 2010
World Financial Group (WFG) June 2009 - September 2009
Skills
Series 7, Series 63, Retirement Planning, Investments, Retirement, Estate Planning, Portfolio Management, Investment Strategies, Financial Planners, Wealth Management, Certified Financial...
Education
The Ohio State University 2006 — 2011
Human Ecology, Financial Planning - Passed CFP Exam
Crestview Local School 1993 — 2006
High School Diploma
Nicole Reynolds's Vanguard Experience June 2014 - Present
Job Investment Specialist at Vanguard
Industry Financial Services
Experience
Vanguard June 2014 - Present
Dufour & Co., LLC September 2013 - December 2013
Hersha Hospitality June 2013 - August 2013
Vinson and Elkins May 2012 - July 2012
Il Canale May 2011 - June 2011
Oak Crest Day Camp June 2010 - August 2010
Abrams Day Camp June 2009 - August 2009
Cherry Valley Country Club June 2007 - August 2009
The Hun School of Princeton June 2006 - July 2007
Skills
Event Management, Teamwork, Public Relations, Sports, English, Analysis, Investments, Social Media Marketing
Education
The George Washington University - School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Marketing
The Hun School of Princeton 2006 — 2010
Vanguard June 2014 - Present
Dufour & Co., LLC September 2013 - December 2013
Hersha Hospitality June 2013 - August 2013
Vinson and Elkins May 2012 - July 2012
Il Canale May 2011 - June 2011
Oak Crest Day Camp June 2010 - August 2010
Abrams Day Camp June 2009 - August 2009
Cherry Valley Country Club June 2007 - August 2009
The Hun School of Princeton June 2006 - July 2007
Skills
Event Management, Teamwork, Public Relations, Sports, English, Analysis, Investments, Social Media Marketing
Education
The George Washington University - School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Marketing
The Hun School of Princeton 2006 — 2010
James Rockwood James Rockwood's Vanguard Experience June 2012 - Present
Job IT Retail Developer at Vanguard
Industry Information Technology and Services
Experience
Vanguard June 2012 - Present
The Ohio State University September 2010 - June 2012
Vanguard June 2011 - September 2011
Skills
Java, Objective-C, iOS development, AngularJS, Testing, Programming, Eclipse, Subversion, Agile Methodologies, STS, Scrum, Mobile Applications, Android Development, Windows, Microsoft Office
Education
The Ohio State University 2008 — 2012
B.S, Computer Science and Engineering
Vanguard June 2012 - Present
The Ohio State University September 2010 - June 2012
Vanguard June 2011 - September 2011
Skills
Java, Objective-C, iOS development, AngularJS, Testing, Programming, Eclipse, Subversion, Agile Methodologies, STS, Scrum, Mobile Applications, Android Development, Windows, Microsoft Office
Education
The Ohio State University 2008 — 2012
B.S, Computer Science and Engineering
Oluwatobi Ojo Oluwatobi Ojo's Vanguard Experience January 2014 - Present
Job Assigned Representative at Vanguard
Industry International Affairs
Experience
Vanguard January 2014 - Present
Model United Nations Development Organization (MUNDO) January 2011 - Present
Vanguard January 2013 - January 2014
Johns Hopkins University August 2010 - May 2012
Saulter Tarver LLP June 2011 - August 2011
Knabe, Kroning, Mainzer June 2011 - August 2011
Johns Hopkins University October 2008 - May 2010
Skills
Series 7, Series 63, Public Speaking, Spanish
Education
The Johns Hopkins University 2008 — 2012
Bachelor of Arts (B.A.), International/Global Studies
Universitat de Pompeu Fabrau 2011 — 2011
St. Ignatius College Prep 2004 — 2008
Vanguard January 2014 - Present
Model United Nations Development Organization (MUNDO) January 2011 - Present
Vanguard January 2013 - January 2014
Johns Hopkins University August 2010 - May 2012
Saulter Tarver LLP June 2011 - August 2011
Knabe, Kroning, Mainzer June 2011 - August 2011
Johns Hopkins University October 2008 - May 2010
Skills
Series 7, Series 63, Public Speaking, Spanish
Education
The Johns Hopkins University 2008 — 2012
Bachelor of Arts (B.A.), International/Global Studies
Universitat de Pompeu Fabrau 2011 — 2011
St. Ignatius College Prep 2004 — 2008
Lindsey Kovich's Vanguard Experience April 2013 - Present
Job Investment Professional
Industry Financial Services
Experience
Vanguard April 2013 - Present
Fifth Third Bank August 2009 - April 2013
Macy's August 2008 - January 2011
Abercrombie & Fitch January 2008 - June 2008
Limited Brands 2007 - 2007
Skills
Banking, Credit, Consumer Lending, Retail Banking, Customer Service, Coaching, Sales Management, Team Building, Team Leadership, Leadership, Retail, Risk Management, Strategic Planning, Relationship Management, Loans, Microsoft Office, Commercial Lending, Customer Experience, Series 7, Series 63, Customer Retention, Customer Satisfaction, Sales
Education
The Ohio State University - The Max M. Fisher College of Business
Bachelor of Science in Business Administration, Marketing
The Ohio State University - The Max M. Fisher College of Business
Bachelor of Science (BS), Marketing
Vanguard April 2013 - Present
Fifth Third Bank August 2009 - April 2013
Macy's August 2008 - January 2011
Abercrombie & Fitch January 2008 - June 2008
Limited Brands 2007 - 2007
Skills
Banking, Credit, Consumer Lending, Retail Banking, Customer Service, Coaching, Sales Management, Team Building, Team Leadership, Leadership, Retail, Risk Management, Strategic Planning, Relationship Management, Loans, Microsoft Office, Commercial Lending, Customer Experience, Series 7, Series 63, Customer Retention, Customer Satisfaction, Sales
Education
The Ohio State University - The Max M. Fisher College of Business
Bachelor of Science in Business Administration, Marketing
The Ohio State University - The Max M. Fisher College of Business
Bachelor of Science (BS), Marketing
Laura Manoogian's Vanguard Experience June 2010 - July 2010
Job Vice President at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase July 2014 - Present
Opera Solutions October 2013 - July 2014
Opera Solutions July 2011 - September 2013
Vanguard June 2010 - July 2010
Cambridge Associates July 2006 - July 2009
Skills
Financial Modeling, Strategy, Product Management, Business Strategy, Big Data, Project Management, Cross Functional Team..., Management Consulting, Competitive Analysis, Analytics, Consulting, Enterprise Software, Due Diligence, Valuation
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2009 — 2011
MBA
Tufts University 2002 — 2006
BA, International Relations and French
JPMorgan Chase July 2014 - Present
Opera Solutions October 2013 - July 2014
Opera Solutions July 2011 - September 2013
Vanguard June 2010 - July 2010
Cambridge Associates July 2006 - July 2009
Skills
Financial Modeling, Strategy, Product Management, Business Strategy, Big Data, Project Management, Cross Functional Team..., Management Consulting, Competitive Analysis, Analytics, Consulting, Enterprise Software, Due Diligence, Valuation
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2009 — 2011
MBA
Tufts University 2002 — 2006
BA, International Relations and French
Kenneth D. Cobbs II's Vanguard Experience December 2012 - July 2014
Job Assistant Community Director at Arizona State University
Industry Higher Education
Experience
Arizona State University July 2014 - Present
Vanguard December 2012 - July 2014
Teach for America March 2011 - June 2012
George Washington University August 2009 - May 2011
Office of Congressman Patrick J. Murphy (PA-08) May 2010 - September 2010
George Washington University October 2008 - June 2010
Skills
Research, Microsoft Office, Customer Service, Leadership, Communication, Social Action, Event Planning, Community Outreach, Social Media, Data Analysis, Higher Education, Student Affairs, Program Development
Education
Arizona State University 2014 — 2015
Master of Education (M.Ed.), Higher and Postsecondary Education
The George Washington University 2008 — 2012
Bachelor of Arts (B.A.), Political Science
Arizona State University July 2014 - Present
Vanguard December 2012 - July 2014
Teach for America March 2011 - June 2012
George Washington University August 2009 - May 2011
Office of Congressman Patrick J. Murphy (PA-08) May 2010 - September 2010
George Washington University October 2008 - June 2010
Skills
Research, Microsoft Office, Customer Service, Leadership, Communication, Social Action, Event Planning, Community Outreach, Social Media, Data Analysis, Higher Education, Student Affairs, Program Development
Education
Arizona State University 2014 — 2015
Master of Education (M.Ed.), Higher and Postsecondary Education
The George Washington University 2008 — 2012
Bachelor of Arts (B.A.), Political Science
Christine Fischer's Vanguard Experience February 2014 - Present
Job Design strategist, Participant Experience, Vanguard
Industry Financial Services
Experience
Vanguard February 2014 - Present
Vanguard 2009 - Present
Freelance Web & Graphic Designer May 1994 - September 2009
Moore College of Art & Design 2001 - 2009
Skills
Brand Development, Advertising, Graphic Design, Typography, Art Direction, Design Strategy, Corporate Identity, Art, Web Design, Photography, Corporate Branding, Interaction Design, Graphics, Mac, Illustration, Direct Mail, Creative Direction, Adobe Creative Suite, Branding & Identity, User Interface Design, Concept Development, InDesign, User Experience
Education
Yale School of Art 1988 — 1990
MFA, Graphic Design
University of The Arts 1980 — 1984
BFA, Graphic Design
Vanguard February 2014 - Present
Vanguard 2009 - Present
Freelance Web & Graphic Designer May 1994 - September 2009
Moore College of Art & Design 2001 - 2009
Skills
Brand Development, Advertising, Graphic Design, Typography, Art Direction, Design Strategy, Corporate Identity, Art, Web Design, Photography, Corporate Branding, Interaction Design, Graphics, Mac, Illustration, Direct Mail, Creative Direction, Adobe Creative Suite, Branding & Identity, User Interface Design, Concept Development, InDesign, User Experience
Education
Yale School of Art 1988 — 1990
MFA, Graphic Design
University of The Arts 1980 — 1984
BFA, Graphic Design
Jessica Sprinkel's Vanguard Experience May 2004 - August 2004
Job Director of Marketing Programs at Logi Analytics, Inc.
Industry Marketing and Advertising
Experience
Logi Analytics, Inc. March 2013 - Present
Logi Analytics, Inc. November 2010 - March 2013
Logi Analytics, Inc. March 2010 - November 2010
Whirlpool Corporation June 2008 - September 2008
QVC May 2005 - August 2007
Vanguard May 2004 - August 2004
Skills
Email Marketing, Salesforce.com, Lead Generation, Marketing Strategy, Analytics, Competitive Analysis, Strategy, Online Marketing, Web Analytics, SaaS, CRM, Marketing, Management, PPC, Google Adwords, Sales Process, SEO, Cross-functional Team..., Leadership, Marketing Automation, Product Marketing, Content Marketing
Education
The University of Chicago Booth School of Business 2007 — 2009
MBA, Marketing, Strategic Management, Entrepreneurship
Wake Forest University 2003 — 2007
BA, Economics, Spanish
Logi Analytics, Inc. March 2013 - Present
Logi Analytics, Inc. November 2010 - March 2013
Logi Analytics, Inc. March 2010 - November 2010
Whirlpool Corporation June 2008 - September 2008
QVC May 2005 - August 2007
Vanguard May 2004 - August 2004
Skills
Email Marketing, Salesforce.com, Lead Generation, Marketing Strategy, Analytics, Competitive Analysis, Strategy, Online Marketing, Web Analytics, SaaS, CRM, Marketing, Management, PPC, Google Adwords, Sales Process, SEO, Cross-functional Team..., Leadership, Marketing Automation, Product Marketing, Content Marketing
Education
The University of Chicago Booth School of Business 2007 — 2009
MBA, Marketing, Strategic Management, Entrepreneurship
Wake Forest University 2003 — 2007
BA, Economics, Spanish
Alan Cheshire Alan Cheshire's Vanguard Experience December 2011 - Present
Job Business Consultant, Organization Consulting Services at Vanguard
Industry Investment Management
Experience
Vanguard December 2011 - Present
The Boston Consulting Group January 2009 - November 2011
Johns Hopkins School of Medicine 1999 - 2007
Skills
Strategic Planning, Organizational Design, Leadership, Strategy, Project Management, Management Consulting, Mergers & Acquisitions, Outsourcing, R&D, Program Management, Business Strategy, Budgets, Acquisition Integration, Change Management, Financial Modeling, Competitive Analysis, Business Process..., Cross-functional Team...
Education
The Johns Hopkins University School of Medicine 1999 — 2007
Ph.D., Biomedical Engineering
Tulane University 1995 — 1999
B.S.E., Biomedical Engineering
Vanguard December 2011 - Present
The Boston Consulting Group January 2009 - November 2011
Johns Hopkins School of Medicine 1999 - 2007
Skills
Strategic Planning, Organizational Design, Leadership, Strategy, Project Management, Management Consulting, Mergers & Acquisitions, Outsourcing, R&D, Program Management, Business Strategy, Budgets, Acquisition Integration, Change Management, Financial Modeling, Competitive Analysis, Business Process..., Cross-functional Team...
Education
The Johns Hopkins University School of Medicine 1999 — 2007
Ph.D., Biomedical Engineering
Tulane University 1995 — 1999
B.S.E., Biomedical Engineering
Nicole Wogu Nicole Wogu's Vanguard Experience May 2012 - August 2012
Job Recent Graduate of The George Washington University School of Business
Industry Events Services
Experience
Lakewood Country Club October 2014 - Present
Four Seasons Hotels and Resorts August 2013 - May 2014
Serve Your City GWU August 2013 - May 2014
Alpha Kappa Psi - Beta Mu Chapter May 2012 - December 2012
Vanguard May 2012 - August 2012
Alpha Kappa Psi - Beta Mu Chapter December 2011 - May 2012
GW's District Youth Empowerment Program April 2011 - May 2012
Alpha Kappa Psi - Beta Mu Chapter April 2011 - December 2011
Skills
Fundraising, Event Planning, Social Media, Delphi, MeetingMatrix, Event Management
Education
The George Washington University - School of Business 2010 — 2014
Business Administration
Lakewood Country Club October 2014 - Present
Four Seasons Hotels and Resorts August 2013 - May 2014
Serve Your City GWU August 2013 - May 2014
Alpha Kappa Psi - Beta Mu Chapter May 2012 - December 2012
Vanguard May 2012 - August 2012
Alpha Kappa Psi - Beta Mu Chapter December 2011 - May 2012
GW's District Youth Empowerment Program April 2011 - May 2012
Alpha Kappa Psi - Beta Mu Chapter April 2011 - December 2011
Skills
Fundraising, Event Planning, Social Media, Delphi, MeetingMatrix, Event Management
Education
The George Washington University - School of Business 2010 — 2014
Business Administration
Konstantin Nikolaev Konstantin Nikolaev's Vanguard Experience July 2015 - Present
Job MBA Development Program, Investment Track at Vanguard
Industry Investment Management
Experience
Vanguard July 2015 - Present
Putnam Investments June 2014 - August 2014
CIGNA June 2012 - June 2013
The Hartford November 2011 - June 2012
The Hartford July 2010 - November 2011
The Hartford July 2008 - July 2010
Project-Space June 2007 - August 2007
Ashworth University June 2006 - August 2006
Skills
PowerPoint, SharePoint, SharePoint Designer, Microsoft Excel, Market Research, Competitive Intelligence, Quantitative Research, Data Analysis, Team Leadership, Stakeholder Management, Property & Casualty..., Life Insurance, Financial Markets, Health Insurance, Service Operations, Strategic Planning, Marketing Strategy, Cross-functional Team...
Education
Tuck School of Business at Dartmouth 2013 — 2015
Master of Business Administration (M.B.A.)
Yale University 2004 — 2008
BA, Architecture
Vanguard July 2015 - Present
Putnam Investments June 2014 - August 2014
CIGNA June 2012 - June 2013
The Hartford November 2011 - June 2012
The Hartford July 2010 - November 2011
The Hartford July 2008 - July 2010
Project-Space June 2007 - August 2007
Ashworth University June 2006 - August 2006
Skills
PowerPoint, SharePoint, SharePoint Designer, Microsoft Excel, Market Research, Competitive Intelligence, Quantitative Research, Data Analysis, Team Leadership, Stakeholder Management, Property & Casualty..., Life Insurance, Financial Markets, Health Insurance, Service Operations, Strategic Planning, Marketing Strategy, Cross-functional Team...
Education
Tuck School of Business at Dartmouth 2013 — 2015
Master of Business Administration (M.B.A.)
Yale University 2004 — 2008
BA, Architecture
Natalie Drotar's Vanguard Experience August 2014 - Present
Job Vanguard
Industry Investment Management
Experience
Vanguard August 2014 - Present
The Ohio State University August 2012 - June 2014
BNY Mellon May 2013 - August 2013
Delta Gamma Fraternity January 2012 - September 2012
BNY Mellon June 2012 - August 2012
Delta Gamma Fraternity September 2011 - January 2012
Skills
Bloomberg, Data Analysis, Leadership, Customer Service, Financial Analysis, Account Reconciliation, Strategic Planning, Operating Budgets, Spreadsheets, Financial Services, Economics, Presentations, Investments, Investment Guidance
Education
The Ohio State University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Junior
Pine-Richland High School 2008 — 2010
Oswego East High School 2006 — 2008
Vanguard August 2014 - Present
The Ohio State University August 2012 - June 2014
BNY Mellon May 2013 - August 2013
Delta Gamma Fraternity January 2012 - September 2012
BNY Mellon June 2012 - August 2012
Delta Gamma Fraternity September 2011 - January 2012
Skills
Bloomberg, Data Analysis, Leadership, Customer Service, Financial Analysis, Account Reconciliation, Strategic Planning, Operating Budgets, Spreadsheets, Financial Services, Economics, Presentations, Investments, Investment Guidance
Education
The Ohio State University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Junior
Pine-Richland High School 2008 — 2010
Oswego East High School 2006 — 2008
Alicia Stover Alicia Stover's Vanguard Experience January 2004 - January 2006
Job Managing Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2015 - Present
ING Financial Partners 2008 - 2014
ING Financial Partners January 2006 - January 2008
Vanguard January 2004 - January 2006
Skills
Retirement Planning, Retirement, Series 6, Employee Benefits, Series 7, Series 24, Management, 401k, Sales, Financial Advisory, Fixed Annuities, Series 63, Mutual Funds, Wealth Management, Investments, Insurance, Marketing, Business Development, Sales Operations, Asset Allocation, Finance, Investment Advisory, IRAs, Securities, Financial Services, Portfolio Management, Leadership, Relationship Management, Asset Management, Pensions, Financial Planning, FINRA
Education
The University of Texas at Austin 2000 — 2004
BA, Psychology
Lincoln Sudbury Regional High School 1995 — 1999
Fidelity Investments January 2015 - Present
ING Financial Partners 2008 - 2014
ING Financial Partners January 2006 - January 2008
Vanguard January 2004 - January 2006
Skills
Retirement Planning, Retirement, Series 6, Employee Benefits, Series 7, Series 24, Management, 401k, Sales, Financial Advisory, Fixed Annuities, Series 63, Mutual Funds, Wealth Management, Investments, Insurance, Marketing, Business Development, Sales Operations, Asset Allocation, Finance, Investment Advisory, IRAs, Securities, Financial Services, Portfolio Management, Leadership, Relationship Management, Asset Management, Pensions, Financial Planning, FINRA
Education
The University of Texas at Austin 2000 — 2004
BA, Psychology
Lincoln Sudbury Regional High School 1995 — 1999
Danielle Harris's Vanguard Experience June 2013 - August 2013
Job Leaders to Executive Program at TMobile
Industry Financial Services
Experience
T-Mobile July 2014 - Present
Vanguard June 2013 - August 2013
Northern Trust Hedge Fund Services October 2012 - March 2013
Harbor Capital Advisors October 2010 - October 2012
Harbor Capital Advisors October 2007 - October 2010
Relocation Assistance, Inc January 2006 - April 2007
Skills
Supervisory Skills, Project Management, Outstanding Customer..., Financial Analysis, Training & Development, Maintaining Strong..., Customer Service, Financial Modeling, Cross-functional Team..., Series 63, Market Research, Mutual Funds, Series 7, Alternative Investments, Employee Training, Management, Analysis
Education
The University of Chicago - Booth School of Business 2011 — 2014
MBA, Finance
University of Chicago Graham School 2008 — 2009
Certificate, Financial Decision Making June 2009
University of Michigan 2001 — 2005
Bachelors of Arts, Sociology
T-Mobile July 2014 - Present
Vanguard June 2013 - August 2013
Northern Trust Hedge Fund Services October 2012 - March 2013
Harbor Capital Advisors October 2010 - October 2012
Harbor Capital Advisors October 2007 - October 2010
Relocation Assistance, Inc January 2006 - April 2007
Skills
Supervisory Skills, Project Management, Outstanding Customer..., Financial Analysis, Training & Development, Maintaining Strong..., Customer Service, Financial Modeling, Cross-functional Team..., Series 63, Market Research, Mutual Funds, Series 7, Alternative Investments, Employee Training, Management, Analysis
Education
The University of Chicago - Booth School of Business 2011 — 2014
MBA, Finance
University of Chicago Graham School 2008 — 2009
Certificate, Financial Decision Making June 2009
University of Michigan 2001 — 2005
Bachelors of Arts, Sociology
Ali Wozniak Ali Wozniak's Vanguard Experience February 2012 - December 2012
Job Marketing professional with experience in social media, digital marketing and internal communications
Industry Management Consulting
Experience
Deloitte October 2014 - Present
Hay Group January 2013 - October 2014
Vanguard February 2012 - December 2012
Hay Group 2007 - 2012
Morgan Lewis & Bockius 2005 - 2006
Wyeth 2001 - 2005
B101 2000 - 2001
Skills
Digital Marketing, Email Marketing, Internal Communications, Marketing Communications, Thought Leadership, Corporate Communications, Social Media, B2B Marketing, Event Management, Copywriting, Graphic Design, Photoshop, InDesign, Illustrator, Digital Photography, Market Research, Marketing, Social Media Marketing, Press Releases, Marketing Strategy, Strategic Communications, SEO, Strategy, Online Advertising, Blogging, Management, Public Relations, Digital Strategy, Integrated Marketing, B2B, Advertising, Media Relations, Creative Direction, Online Marketing, CRM, Digital Media, Facebook, Google Analytics, Newsletters, Content Strategy
Education
Villanova University 1995 — 1999
Bachelor of Arts, Communication Arts
University of The Arts
Certificate Program, Communications Design
Deloitte October 2014 - Present
Hay Group January 2013 - October 2014
Vanguard February 2012 - December 2012
Hay Group 2007 - 2012
Morgan Lewis & Bockius 2005 - 2006
Wyeth 2001 - 2005
B101 2000 - 2001
Skills
Digital Marketing, Email Marketing, Internal Communications, Marketing Communications, Thought Leadership, Corporate Communications, Social Media, B2B Marketing, Event Management, Copywriting, Graphic Design, Photoshop, InDesign, Illustrator, Digital Photography, Market Research, Marketing, Social Media Marketing, Press Releases, Marketing Strategy, Strategic Communications, SEO, Strategy, Online Advertising, Blogging, Management, Public Relations, Digital Strategy, Integrated Marketing, B2B, Advertising, Media Relations, Creative Direction, Online Marketing, CRM, Digital Media, Facebook, Google Analytics, Newsletters, Content Strategy
Education
Villanova University 1995 — 1999
Bachelor of Arts, Communication Arts
University of The Arts
Certificate Program, Communications Design
Ariel Fernando Gabaldon Ariel Fernando Gabaldon's Vanguard Experience November 2009 - August 2012
Job Account Manager Sales and Services at T Software Corporation
Industry Financial Services
Experience
T Software Corporation January 2013 - Present
Vanguard November 2009 - August 2012
Vanguard 2009 - 2012
Phoenix Pumps Inc July 2009 - October 2009
Saratoga Homes March 2009 - June 2009
ProTrans International July 2008 - January 2009
College of Business Administration University of Texas May 2006 - May 2008
Skills
Customer Service, Management, Sales, Strategic Planning, PowerPoint, Marketing, Marketing Strategy, Microsoft Office, Public Relations, Microsoft Excel, Project Management
Education
B.B.A, International Business and Marketing
T Software Corporation January 2013 - Present
Vanguard November 2009 - August 2012
Vanguard 2009 - 2012
Phoenix Pumps Inc July 2009 - October 2009
Saratoga Homes March 2009 - June 2009
ProTrans International July 2008 - January 2009
College of Business Administration University of Texas May 2006 - May 2008
Skills
Customer Service, Management, Sales, Strategic Planning, PowerPoint, Marketing, Marketing Strategy, Microsoft Office, Public Relations, Microsoft Excel, Project Management
Education
B.B.A, International Business and Marketing
Michael Seohyun Pan's Vanguard Experience May 2015 - Present
Job Senior Investment Analyst, Portfolio Review Department
Industry Investment Management
Experience
Vanguard May 2015 - Present
Vanguard July 2014 - May 2015
Vanguard May 2013 - August 2013
Prudential Asset Management(Korea) 2006 - 2012
Korea Asset Pricing & Korea Ratings Co. January 2004 - May 2006
Skills
Fixed Income, Portfolio Management, Bloomberg, Investments, Emerging Markets, Alternative Investments, Financial Analysis, Capital Markets, Fund Of Funds, Investment Management, Bonds, US Treasuries, Macro Analysis, Economic Research, Currency Futures, Foreign Exchange, FX Derivatives
Education
Tuck School of Business at Dartmouth 2012 — 2014
Master of Business Administration (MBA)
Yonsei University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Vanguard May 2015 - Present
Vanguard July 2014 - May 2015
Vanguard May 2013 - August 2013
Prudential Asset Management(Korea) 2006 - 2012
Korea Asset Pricing & Korea Ratings Co. January 2004 - May 2006
Skills
Fixed Income, Portfolio Management, Bloomberg, Investments, Emerging Markets, Alternative Investments, Financial Analysis, Capital Markets, Fund Of Funds, Investment Management, Bonds, US Treasuries, Macro Analysis, Economic Research, Currency Futures, Foreign Exchange, FX Derivatives
Education
Tuck School of Business at Dartmouth 2012 — 2014
Master of Business Administration (MBA)
Yonsei University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Eva Alferez Eva Alferez's Vanguard Experience January 2013 - Present
Job Retirement Accounts Specialist
Industry Investment Management
Experience
Vanguard January 2013 - Present
Greater El Paso's Credit Union March 2012 - August 2013
Greater El Paso's Credit Union January 2011 - February 2012
Vista Sciences Corporation January 2010 - April 2010
Language Line Services March 2008 - June 2009
Skills
Credit, Insurance, Banking, Customer Service, Microsoft Excel, Government, Microsoft Office, Spanish, Coaching, Team Building, Budgets, Project Management, Networking, English, Finance, Leadership, Time Management
Education
The University of Texas at El Paso 2007 — 2011
BBA-Finance and International Business
Vanguard January 2013 - Present
Greater El Paso's Credit Union March 2012 - August 2013
Greater El Paso's Credit Union January 2011 - February 2012
Vista Sciences Corporation January 2010 - April 2010
Language Line Services March 2008 - June 2009
Skills
Credit, Insurance, Banking, Customer Service, Microsoft Excel, Government, Microsoft Office, Spanish, Coaching, Team Building, Budgets, Project Management, Networking, English, Finance, Leadership, Time Management
Education
The University of Texas at El Paso 2007 — 2011
BBA-Finance and International Business
Kathy Kuhl's Vanguard Experience October 2014 - Present
Job Senior Designer, Brand Management Services at Vanguard
Industry Design
Experience
Vanguard October 2014 - Present
The Vanguard Group 2000 - Present
Vanguard April 2000 - October 2014
Kuhl Design June 1984 - April 2000
Philadelphia Creative Directory, Inc. 1991 - 2000
Wills Grant 1979 - 1983
Skills
Typography, Graphic Design, InDesign, Adobe Creative Suite, Photoshop, Brand Development, Graphics, Creative Direction, Direct Mail, QuarkXPress, Art Direction, Web Design, Interaction Design, Dreamweaver, Packaging, Adobe Acrobat, User Experience, Illustrator, Illustration, Layout, Brochures, Project Management, Fine Art, Logo Design, Corporate Branding, Creative Strategy, Branding & Identity, Corporate Identity, Posters, Information Design, Experience Design
Education
The University of the Arts 1969 — 1972
BFA, Graphic Design
Atlanta School of Art
Kinnelon HS
Vanguard October 2014 - Present
The Vanguard Group 2000 - Present
Vanguard April 2000 - October 2014
Kuhl Design June 1984 - April 2000
Philadelphia Creative Directory, Inc. 1991 - 2000
Wills Grant 1979 - 1983
Skills
Typography, Graphic Design, InDesign, Adobe Creative Suite, Photoshop, Brand Development, Graphics, Creative Direction, Direct Mail, QuarkXPress, Art Direction, Web Design, Interaction Design, Dreamweaver, Packaging, Adobe Acrobat, User Experience, Illustrator, Illustration, Layout, Brochures, Project Management, Fine Art, Logo Design, Corporate Branding, Creative Strategy, Branding & Identity, Corporate Identity, Posters, Information Design, Experience Design
Education
The University of the Arts 1969 — 1972
BFA, Graphic Design
Atlanta School of Art
Kinnelon HS
Therese (Tess) Gronski Therese (Tess) Gronski's Vanguard Experience August 2015 - Present
Job UWMadison Graduate & Vanguard Employee
Industry Financial Services
Experience
Vanguard August 2015 - Present
Economics Student Association January 2013 - Present
Robert W. Baird & Co. May 2014 - December 2014
Charlotte Russe May 2012 - July 2013
Cosi May 2011 - January 2012
Education
University of Wisconsin Madison 2011 — 2015
Bachelor of Science (BS), Economics
University of Wisconsin Madison 2011 — 2015
Bachelor of Science (BS), English, literature
London School of Economics and Political Science 2013 — 2013
Summer Abroad Study, Microeconomics
Vanguard August 2015 - Present
Economics Student Association January 2013 - Present
Robert W. Baird & Co. May 2014 - December 2014
Charlotte Russe May 2012 - July 2013
Cosi May 2011 - January 2012
Education
University of Wisconsin Madison 2011 — 2015
Bachelor of Science (BS), Economics
University of Wisconsin Madison 2011 — 2015
Bachelor of Science (BS), English, literature
London School of Economics and Political Science 2013 — 2013
Summer Abroad Study, Microeconomics
Alie Thomer Alie Thomer's Vanguard Experience August 2013 - Present
Job Designer
Industry Design
Experience
Vanguard August 2013 - Present
Siemens Healthcare January 2010 - July 2013
Dangerous Ambition September 2009 - December 2009
Whole Foods Market June 2008 - December 2009
The University of the Arts July 2008 - July 2009
Skills
Interaction Design, Information Architecture, Iconography, Graphic Design, Fiber Arts, Presentation Design, Model Making
Education
University of The Arts 2005 — 2009
Bachelor of Science (BS), Industrial Design
Vanguard August 2013 - Present
Siemens Healthcare January 2010 - July 2013
Dangerous Ambition September 2009 - December 2009
Whole Foods Market June 2008 - December 2009
The University of the Arts July 2008 - July 2009
Skills
Interaction Design, Information Architecture, Iconography, Graphic Design, Fiber Arts, Presentation Design, Model Making
Education
University of The Arts 2005 — 2009
Bachelor of Science (BS), Industrial Design
Kristopher Danna Kristopher Danna's Vanguard Experience April 2015 - Present
Job Designer: Graphics, Products, & Experiences
Industry Design
Experience
Vanguard April 2015 - Present
Ascensus June 2013 - April 2015
Valken Sports, Inc. February 2010 - June 2013
Redz International August 2009 - February 2010
DesignPhiladelphia May 2008 - September 2009
Grow-Design May 2008 - October 2008
Skills
Industrial Design, Product Design, Graphic Design, Design Thinking, Illustrator, InDesign, Photoshop, Human Factors, Usability Testing, Ethnographic Research, Presentation Development, Design Strategy, Research Design, User-centered Design, User Experience, Data Analysis, Information Design, Wire Framing, Balsamiq, Axure, User Interface Design, Layout, Rapid Prototyping, Experience Design, Interaction Design, Photography, User Research, Graphics, Adobe Creative Suite, Concept Development, Logo Design, Sketching, Branding
Education
University of The Arts 2005 — 2009
Bachelor of Science, Industrial Design
Stanford University, through Coursera Inc.
Certificate, Human-Computer Interaction
Vanguard April 2015 - Present
Ascensus June 2013 - April 2015
Valken Sports, Inc. February 2010 - June 2013
Redz International August 2009 - February 2010
DesignPhiladelphia May 2008 - September 2009
Grow-Design May 2008 - October 2008
Skills
Industrial Design, Product Design, Graphic Design, Design Thinking, Illustrator, InDesign, Photoshop, Human Factors, Usability Testing, Ethnographic Research, Presentation Development, Design Strategy, Research Design, User-centered Design, User Experience, Data Analysis, Information Design, Wire Framing, Balsamiq, Axure, User Interface Design, Layout, Rapid Prototyping, Experience Design, Interaction Design, Photography, User Research, Graphics, Adobe Creative Suite, Concept Development, Logo Design, Sketching, Branding
Education
University of The Arts 2005 — 2009
Bachelor of Science, Industrial Design
Stanford University, through Coursera Inc.
Certificate, Human-Computer Interaction
James T. Batgos James T. Batgos's Vanguard Experience June 2014 - Present
Job Client Relationship Associate at Vanguard
Industry Education Management
Experience
Vanguard June 2014 - Present
Philadelphia Eagles July 2013 - February 2014
Johns Hopkins University October 2009 - May 2013
ESPN February 2012 - February 2012
First and Goal Football Camp June 2010 - July 2011
Citi May 2009 - June 2009
Education
The Johns Hopkins University 2009 — 2013
Bachelor of Arts (BA), Major: Economics, Minor: Entrepreneurship and Management
Conestoga High School, Berwyn PA 2005 — 2009
Vanguard June 2014 - Present
Philadelphia Eagles July 2013 - February 2014
Johns Hopkins University October 2009 - May 2013
ESPN February 2012 - February 2012
First and Goal Football Camp June 2010 - July 2011
Citi May 2009 - June 2009
Education
The Johns Hopkins University 2009 — 2013
Bachelor of Arts (BA), Major: Economics, Minor: Entrepreneurship and Management
Conestoga High School, Berwyn PA 2005 — 2009
Kate Hunsinger's Vanguard Experience August 1997 - February 2000
Job freelance graphic designer
Industry Graphic Design
Experience
L'Oréal September 2011 - Present
GlaxoSmithKline September 2005 - Present
Studioeec February 2002 - September 2005
Shamlian Advertising November 2000 - February 2002
Beyondmedia February 2000 - August 2000
Vanguard August 1997 - February 2000
QVC October 1993 - August 1997
Skills
Graphic Design, Visual Arts, Logo Design, Brochures, Art Direction, Corporate Identity, Advertising, Posters, Graphics, Catalogs, User Interface Design, Packaging, Photography, Direct Mail, Web Design, Newsletters, Banners, Typography, Layout, Flyers, Creative Direction, Invitations, Branding & Identity, Marketing, Corporate Branding, InDesign, Concept Development, Adobe Creative Suite, Brand Development, Illustrator, Adobe Acrobat, Creative Strategy, Mac, Collateral
Education
University of The Arts 1989 — 1993
Bachelor of Arts (BA), Graphic Design
Ursuline Academy
L'Oréal September 2011 - Present
GlaxoSmithKline September 2005 - Present
Studioeec February 2002 - September 2005
Shamlian Advertising November 2000 - February 2002
Beyondmedia February 2000 - August 2000
Vanguard August 1997 - February 2000
QVC October 1993 - August 1997
Skills
Graphic Design, Visual Arts, Logo Design, Brochures, Art Direction, Corporate Identity, Advertising, Posters, Graphics, Catalogs, User Interface Design, Packaging, Photography, Direct Mail, Web Design, Newsletters, Banners, Typography, Layout, Flyers, Creative Direction, Invitations, Branding & Identity, Marketing, Corporate Branding, InDesign, Concept Development, Adobe Creative Suite, Brand Development, Illustrator, Adobe Acrobat, Creative Strategy, Mac, Collateral
Education
University of The Arts 1989 — 1993
Bachelor of Arts (BA), Graphic Design
Ursuline Academy
Jessie Felix's Vanguard Experience July 2013 - Present
Job The Vanguard Group
Industry Financial Services
Experience
Vanguard July 2013 - Present
Merrill Lynch July 2012 - June 2013
The University of Texas at El Paso November 2009 - January 2012
Skills
Econometric Modeling, Economic Development, International Economics, Financial Analysis, Financial Planning, Financial Modeling, Market Research, Economics, Finance, Entrepreneurship, Research, Team Building, Leadership, Stata, Data Analysis, SPSS, Spanish, Risk Management, Management Consulting, Investments, Negotiation, Business Strategy, Public Speaking, Statistics, Quantitative Analytics, Fixed Income
Education
The University of Texas at El Paso 2009 — 2013
(MS), Economics-Finance, 3.44
The University of Texas at El Paso 2005 — 2009
(BBA), Economics
Vanguard July 2013 - Present
Merrill Lynch July 2012 - June 2013
The University of Texas at El Paso November 2009 - January 2012
Skills
Econometric Modeling, Economic Development, International Economics, Financial Analysis, Financial Planning, Financial Modeling, Market Research, Economics, Finance, Entrepreneurship, Research, Team Building, Leadership, Stata, Data Analysis, SPSS, Spanish, Risk Management, Management Consulting, Investments, Negotiation, Business Strategy, Public Speaking, Statistics, Quantitative Analytics, Fixed Income
Education
The University of Texas at El Paso 2009 — 2013
(MS), Economics-Finance, 3.44
The University of Texas at El Paso 2005 — 2009
(BBA), Economics
Benjamin Chapin Benjamin Chapin's Vanguard Experience December 2014 - Present
Job The Vanguard Group
Industry Financial Services
Experience
Vanguard December 2014 - Present
Vanguard August 2013 - December 2014
Lincoln Financial Advisors May 2011 - June 2013
Skills
Asset Allocation, Microsoft Excel, Customer Service, Capital Markets, Financial Markets, Trading Strategies, Financial Services, Budget Forecasts, Stock Valuation, Business Valuation, Financial Risk..., Series 7, Bloomberg Terminal, Investments
Education
The Ohio State University - The Max M. Fisher College of Business 2009 — 2013
Bachelor of Science in Business Administration, Finance and Investment Management
Vanguard December 2014 - Present
Vanguard August 2013 - December 2014
Lincoln Financial Advisors May 2011 - June 2013
Skills
Asset Allocation, Microsoft Excel, Customer Service, Capital Markets, Financial Markets, Trading Strategies, Financial Services, Budget Forecasts, Stock Valuation, Business Valuation, Financial Risk..., Series 7, Bloomberg Terminal, Investments
Education
The Ohio State University - The Max M. Fisher College of Business 2009 — 2013
Bachelor of Science in Business Administration, Finance and Investment Management
Scott E. Miles, CFA Scott E. Miles, CFA's Vanguard Experience January 2012 - Present
Job Senior Fixed Income Analyst at Vanguard
Industry Investment Management
Experience
Vanguard January 2012 - Present
Vanguard Investments UK, Limited December 2010 - December 2011
The Vanguard Group June 2002 - December 2010
United States Navy October 1994 - August 2000
US Navy, Naval Reactors 1994 - 2000
Skills
Fixed Income, Asset Managment, Investments, Financial Modeling, Defense Contracting, Portfolio Management, Mutual Funds, Financial Analysis, Valuation, Capital Markets, Bloomberg
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2000 — 2002
MBA
Bettis Reactor Engineering School 1995 — 1996
Nuclear Engineering
Virginia Polytechnic Institute and State University 1990 — 1994
BS, Mechanical Engineering
Vanguard January 2012 - Present
Vanguard Investments UK, Limited December 2010 - December 2011
The Vanguard Group June 2002 - December 2010
United States Navy October 1994 - August 2000
US Navy, Naval Reactors 1994 - 2000
Skills
Fixed Income, Asset Managment, Investments, Financial Modeling, Defense Contracting, Portfolio Management, Mutual Funds, Financial Analysis, Valuation, Capital Markets, Bloomberg
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2000 — 2002
MBA
Bettis Reactor Engineering School 1995 — 1996
Nuclear Engineering
Virginia Polytechnic Institute and State University 1990 — 1994
BS, Mechanical Engineering
Betty Young's Vanguard Experience August 2013 - Present
Job Beneficiary Administrator at Vanguard
Industry Financial Services
Experience
Vanguard August 2013 - Present
The Vanguard Group June 2011 - August 2013
Vanguard March 2010 - June 2011
Summit Financial Strategies, Inc. June 2008 - October 2009
Summit Financial Strategies, Inc. January 2008 - June 2008
Merrill Lynch September 2007 - December 2007
Skills
Retirement Planning, Strategic Financial..., Investments, Series 63, Wealth Management, Asset Managment, Estate Planning, Mutual Funds, Portfolio Management, Finance, Investment Management, Business Process, Asset Management, Asset Allocation, Retirement, Series 6, FINRA, Financial Planning
Education
The Univeristy of Phoenix 2010 — 2012
MBA
College for Financial Planning 2008 — 2010
CFP® Certification Professional Education Program
The Ohio State University 2004 — 2008
BS, Family Financial Management & Economics
Vanguard August 2013 - Present
The Vanguard Group June 2011 - August 2013
Vanguard March 2010 - June 2011
Summit Financial Strategies, Inc. June 2008 - October 2009
Summit Financial Strategies, Inc. January 2008 - June 2008
Merrill Lynch September 2007 - December 2007
Skills
Retirement Planning, Strategic Financial..., Investments, Series 63, Wealth Management, Asset Managment, Estate Planning, Mutual Funds, Portfolio Management, Finance, Investment Management, Business Process, Asset Management, Asset Allocation, Retirement, Series 6, FINRA, Financial Planning
Education
The Univeristy of Phoenix 2010 — 2012
MBA
College for Financial Planning 2008 — 2010
CFP® Certification Professional Education Program
The Ohio State University 2004 — 2008
BS, Family Financial Management & Economics
Justine Parks's Vanguard Experience February 2008 - May 2009
Job Talent & Organizational Development Partner
Industry Human Resources
Experience
Bancroft April 2013 - Present
Bancroft May 2012 - April 2013
Dimensional October 2009 - May 2012
Vanguard February 2008 - May 2009
Skills
Leadership Development, Leadership, Performance Management, Organizational..., Program Development, Project Management, Staff Development, Talent Management, Instructional Design, Training Delivery, Employee Training, Team Building, Workshop Facilitation, Program Management, Public Speaking, Onboarding
Education
Philadelphia College of Osteopathic Medicine 2014 — 2016
MSOD, Organizational Development and Leadership
The University of Texas at Austin 2003 — 2005
BS, College of Education, Kinesiology
Bancroft April 2013 - Present
Bancroft May 2012 - April 2013
Dimensional October 2009 - May 2012
Vanguard February 2008 - May 2009
Skills
Leadership Development, Leadership, Performance Management, Organizational..., Program Development, Project Management, Staff Development, Talent Management, Instructional Design, Training Delivery, Employee Training, Team Building, Workshop Facilitation, Program Management, Public Speaking, Onboarding
Education
Philadelphia College of Osteopathic Medicine 2014 — 2016
MSOD, Organizational Development and Leadership
The University of Texas at Austin 2003 — 2005
BS, College of Education, Kinesiology
Mara Hincher's Vanguard Experience 2006 - 2007
Job Artist at The Art of Marabelle Hincher
Industry Fine Art
Experience
The Art of Marabelle Hincher May 1971 - Present
Home 2000 - Present
Scroungebird Vintage January 2011 - December 2014
Vanguard 2006 - 2007
Holt, Rinehart, and Winston (was a division of Harcourt) 2005 - 2006
Educational Communications, Inc. 2004 - 2005
Independent Weekly 2000 - 2003
Renaissance Creative Media 1999 - 2000
Hayes Marketing, Inc. 1996 - 1999
Clarion Ledger Newspaper 1995 - 1996
Skills
Art, Fine Art, Collage, Painting, Drawing, Contemporary Art, Sculpture, Illustration, Visual Arts, Illustrator, Writing, Teaching, Arts, Mixed Media, Acrylic, Watercolor, InDesign, Research, Art History, Curating, Printmaking, Editing, Murals, Abstract, Web Design, Art Education, Public Relations, Adobe Creative Suite, Social Media, Figurative, Advertising, English, PowerPoint, Public Art, QuarkXPress, Photoshop, Graphic Design, Photography, Galleries, Graphics, Newsletters
Education
The University of Southern Mississippi 1991 — 1993
BFA, Sculpture, Ceramics, 3-D Design
The University of Southern Mississippi 1990 — 1993
Bachelor of Fine Arts (B.F.A.), Sculpture and Ceramics
The Art of Marabelle Hincher May 1971 - Present
Home 2000 - Present
Scroungebird Vintage January 2011 - December 2014
Vanguard 2006 - 2007
Holt, Rinehart, and Winston (was a division of Harcourt) 2005 - 2006
Educational Communications, Inc. 2004 - 2005
Independent Weekly 2000 - 2003
Renaissance Creative Media 1999 - 2000
Hayes Marketing, Inc. 1996 - 1999
Clarion Ledger Newspaper 1995 - 1996
Skills
Art, Fine Art, Collage, Painting, Drawing, Contemporary Art, Sculpture, Illustration, Visual Arts, Illustrator, Writing, Teaching, Arts, Mixed Media, Acrylic, Watercolor, InDesign, Research, Art History, Curating, Printmaking, Editing, Murals, Abstract, Web Design, Art Education, Public Relations, Adobe Creative Suite, Social Media, Figurative, Advertising, English, PowerPoint, Public Art, QuarkXPress, Photoshop, Graphic Design, Photography, Galleries, Graphics, Newsletters
Education
The University of Southern Mississippi 1991 — 1993
BFA, Sculpture, Ceramics, 3-D Design
The University of Southern Mississippi 1990 — 1993
Bachelor of Fine Arts (B.F.A.), Sculpture and Ceramics
Graham Righi Graham Righi's Vanguard Experience March 2014 - July 2015
Job Administrative Coordinator at Getting More Inc.
Industry Higher Education
Experience
Getting More Inc. July 2015 - Present
Vanguard March 2014 - July 2015
Compassion Care Clinic August 2013 - March 2014
Williams College 2009 - 2013
Austen Riggs Center June 2012 - August 2012
Arizona State University June 2010 - September 2010
Medical Information Management Solutions - Valley Anesthesiology Consultants June 2010 - August 2010
Skills
Research, Swimming, Clinical Research, Grant Writing, Art, SPSS, Public Speaking, Social Media, Data Management, Organizational..., Microsoft Office, Constant Contact, Psychology
Education
Williams College 2009 — 2013
Bachelor of Arts (BA), Psychology
Brophy College Preparatory 2005 — 2009
The University of Queensland
Getting More Inc. July 2015 - Present
Vanguard March 2014 - July 2015
Compassion Care Clinic August 2013 - March 2014
Williams College 2009 - 2013
Austen Riggs Center June 2012 - August 2012
Arizona State University June 2010 - September 2010
Medical Information Management Solutions - Valley Anesthesiology Consultants June 2010 - August 2010
Skills
Research, Swimming, Clinical Research, Grant Writing, Art, SPSS, Public Speaking, Social Media, Data Management, Organizational..., Microsoft Office, Constant Contact, Psychology
Education
Williams College 2009 — 2013
Bachelor of Arts (BA), Psychology
Brophy College Preparatory 2005 — 2009
The University of Queensland
Sara Hambright's Vanguard Experience August 2015 - Present
Job Data Reporting Analyst at Vanguard
Industry Financial Services
Experience
Vanguard August 2015 - Present
Vanguard June 2015 - August 2015
Vanguard June 2014 - June 2015
SABIC January 2013 - June 2014
Red Bull February 2012 - September 2012
A Child’s Place August 2011 - December 2011
Skills
Management, Customer Service, Teamwork, Marketing, Mandarin, Time Management, PowerPoint, Sales, Communication, Market Research, Microsoft Excel, Leadership, Public Relations, Social Networking, Team Leadership, Customer Satisfaction, Java, Cognos, Microsoft Office, VBA
Education
University of North Carolina at Charlotte 2010 — 2014
Bachelor of Business Administration (BBA), International Business
The University of Hong Kong 2012 — 2012
Bachelor of Business Administration (B.B.A.), International Business
CS50 Harvard course at Edx.org
Computer Science
Vanguard August 2015 - Present
Vanguard June 2015 - August 2015
Vanguard June 2014 - June 2015
SABIC January 2013 - June 2014
Red Bull February 2012 - September 2012
A Child’s Place August 2011 - December 2011
Skills
Management, Customer Service, Teamwork, Marketing, Mandarin, Time Management, PowerPoint, Sales, Communication, Market Research, Microsoft Excel, Leadership, Public Relations, Social Networking, Team Leadership, Customer Satisfaction, Java, Cognos, Microsoft Office, VBA
Education
University of North Carolina at Charlotte 2010 — 2014
Bachelor of Business Administration (BBA), International Business
The University of Hong Kong 2012 — 2012
Bachelor of Business Administration (B.B.A.), International Business
CS50 Harvard course at Edx.org
Computer Science
Jason Strickland Jason Strickland's Vanguard Experience January 2007 - April 2011
Job Director of Information Services at Osprey Packs, Inc.
Industry Sporting Goods
Experience
Osprey Packs, Inc. August 2015 - Present
Osprey Packs, Inc. April 2014 - Present
Osprey Packs, Inc. April 2011 - April 2014
Vanguard January 2007 - April 2011
University of Phoenix July 2006 - January 2007
Osprey Packs, Inc. October 2005 - July 2006
Sabbatical / Travel June 2004 - October 2005
Osprey Packs, Inc. September 2001 - June 2004
Charbon Outfitters June 1998 - September 2001
Skills
Business Intelligence, Business Intelligence..., Business Intelligence..., Data Warehouse..., Data Warehousing, Data Modeling, Data Mining, Data Migration, Data Analysis, Performance Management, Metrics, Reporting & Analysis, Cognos, Business Objects, OLAP, MS Excel Pivot Tables, T-SQL, ERP
Education
The University of Georgia 1993 — 1998
Bachelor of Forestry, Forestry
Osprey Packs, Inc. August 2015 - Present
Osprey Packs, Inc. April 2014 - Present
Osprey Packs, Inc. April 2011 - April 2014
Vanguard January 2007 - April 2011
University of Phoenix July 2006 - January 2007
Osprey Packs, Inc. October 2005 - July 2006
Sabbatical / Travel June 2004 - October 2005
Osprey Packs, Inc. September 2001 - June 2004
Charbon Outfitters June 1998 - September 2001
Skills
Business Intelligence, Business Intelligence..., Business Intelligence..., Data Warehouse..., Data Warehousing, Data Modeling, Data Mining, Data Migration, Data Analysis, Performance Management, Metrics, Reporting & Analysis, Cognos, Business Objects, OLAP, MS Excel Pivot Tables, T-SQL, ERP
Education
The University of Georgia 1993 — 1998
Bachelor of Forestry, Forestry
Benjamin P. Stephens Benjamin P. Stephens's Vanguard Experience August 2014 - Present
Job Investment Professional at Vanguard
Industry Financial Services
Experience
Vanguard August 2014 - Present
Ehlinger and Deaderick Law Firm June 2012 - January 2014
Thompson Coe July 2012 - August 2012
University of Texas Athletic Program January 2011 - January 2012
Auto Air and Axle May 2011 - August 2011
Skills
Sustainability, Microsoft Office, Customer Service, Data Analysis, Microsoft Excel, Microsoft Word, PowerPoint, Time Management, Teamwork, Investment Guidance
Education
The University of Texas at Austin 2010 — 2014
Earth Sciences, Geography
IES Barcelona Spanish Language Program 2013 — 2013
Vanguard August 2014 - Present
Ehlinger and Deaderick Law Firm June 2012 - January 2014
Thompson Coe July 2012 - August 2012
University of Texas Athletic Program January 2011 - January 2012
Auto Air and Axle May 2011 - August 2011
Skills
Sustainability, Microsoft Office, Customer Service, Data Analysis, Microsoft Excel, Microsoft Word, PowerPoint, Time Management, Teamwork, Investment Guidance
Education
The University of Texas at Austin 2010 — 2014
Earth Sciences, Geography
IES Barcelona Spanish Language Program 2013 — 2013
Alejandro Fernandez II Alejandro Fernandez II's Vanguard Experience June 2010 - August 2011
Job Financial Advisor
Industry Financial Services
Experience
Planto Roe Financial Services June 2015 - Present
J.P. Morgan August 2011 - May 2015
Vanguard June 2010 - August 2011
Skills
Financial Analysis, Mutual Funds, Investments, Retirement, Asset Allocation, Portfolio Management, Retirement Planning, Financial Services, Wealth Management, Estate Planning, ETFs, Series 6, Microsoft Office, Microsoft Excel, Series 63, Series 7
Education
The University of Texas at El Paso 2004 — 2010
Bachelor of Business Administration (B.B.A.), Economics and International Business
Coronado High school
Planto Roe Financial Services June 2015 - Present
J.P. Morgan August 2011 - May 2015
Vanguard June 2010 - August 2011
Skills
Financial Analysis, Mutual Funds, Investments, Retirement, Asset Allocation, Portfolio Management, Retirement Planning, Financial Services, Wealth Management, Estate Planning, ETFs, Series 6, Microsoft Office, Microsoft Excel, Series 63, Series 7
Education
The University of Texas at El Paso 2004 — 2010
Bachelor of Business Administration (B.B.A.), Economics and International Business
Coronado High school
Kyle Kretch Kyle Kretch's Vanguard Experience February 2014 - March 2015
Job Cash and Collateral Consultant Hedge Fund Services at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation April 2015 - Present
Vanguard February 2014 - March 2015
Vanguard September 2013 - February 2014
K.K. PowerSpray May 2007 - August 2013
Student Investment Management January 2013 - May 2013
Invado International May 2010 - April 2013
Northwestern Mutual June 2012 - August 2012
Playmatters Toys September 2007 - August 2009
Chagrin Valley Country Club April 2007 - August 2009
Skills
Leadership, Series 7, Series 63, Java, Microsoft Office, Spanish language, Marketing, Sales, Microsoft Excel, Customer Service, Microsoft Word, Team Leadership, PowerPoint, Public Speaking, Analysis, Budgets, Strategic Planning, Negotiation, Research, Project Management, Photoshop, Time Management, Social Networking, WordPress, Access, Team Building
Education
The Ohio State University 2010 — 2013
Bachelor of Science in Business Administration, Finance
University of Wisconsin-Madison 2009 — 2010
Orange High School 2005 — 2009
High School
Northern Trust Corporation April 2015 - Present
Vanguard February 2014 - March 2015
Vanguard September 2013 - February 2014
K.K. PowerSpray May 2007 - August 2013
Student Investment Management January 2013 - May 2013
Invado International May 2010 - April 2013
Northwestern Mutual June 2012 - August 2012
Playmatters Toys September 2007 - August 2009
Chagrin Valley Country Club April 2007 - August 2009
Skills
Leadership, Series 7, Series 63, Java, Microsoft Office, Spanish language, Marketing, Sales, Microsoft Excel, Customer Service, Microsoft Word, Team Leadership, PowerPoint, Public Speaking, Analysis, Budgets, Strategic Planning, Negotiation, Research, Project Management, Photoshop, Time Management, Social Networking, WordPress, Access, Team Building
Education
The Ohio State University 2010 — 2013
Bachelor of Science in Business Administration, Finance
University of Wisconsin-Madison 2009 — 2010
Orange High School 2005 — 2009
High School
Lauren Bianchi Lauren Bianchi's Vanguard Experience September 2015 - Present
Job Client Relationship Specialist at Vanguard
Industry Investment Management
Experience
Vanguard September 2015 - Present
Global Cash Access June 2015 - August 2015
Nationwide Childrens Hospital January 2013 - May 2014
Jamba Juice May 2013 - July 2013
Skills
Leadership, Event Planning, Human Resources, Research, Communication, Psychology, Microsoft Office, Customer Service, Microsoft Excel, Management
Education
The Ohio State University 2011 — 2015
Bachelor of Science (B.S.), Psychology
Vanguard September 2015 - Present
Global Cash Access June 2015 - August 2015
Nationwide Childrens Hospital January 2013 - May 2014
Jamba Juice May 2013 - July 2013
Skills
Leadership, Event Planning, Human Resources, Research, Communication, Psychology, Microsoft Office, Customer Service, Microsoft Excel, Management
Education
The Ohio State University 2011 — 2015
Bachelor of Science (B.S.), Psychology
Richard Rollins III Richard Rollins III's Vanguard Experience October 2009 - January 2011
Job Associate at RBC Capital Markets
Industry Banking
Experience
RBC Capital Markets February 2013 - Present
Jay Butler July 2014 - Present
RBC Capital Markets January 2011 - February 2013
Vanguard October 2009 - January 2011
RBC January 2009 - May 2009
The GW Hatchet January 2007 - October 2008
The Echo Group May 2008 - August 2008
Meridith's Market May 2006 - August 2007
Skills
Bloomberg, Equities, Valuation, Financial Modeling, Capital Markets, Hedge Funds, Private Equity, Investment Banking, Fixed Income, Corporate Finance, Alternative Investments, Financial Analysis, Investments, IPO, Mutual Funds
Education
The George Washington University 2006 — 2009
BA
RBC Capital Markets February 2013 - Present
Jay Butler July 2014 - Present
RBC Capital Markets January 2011 - February 2013
Vanguard October 2009 - January 2011
RBC January 2009 - May 2009
The GW Hatchet January 2007 - October 2008
The Echo Group May 2008 - August 2008
Meridith's Market May 2006 - August 2007
Skills
Bloomberg, Equities, Valuation, Financial Modeling, Capital Markets, Hedge Funds, Private Equity, Investment Banking, Fixed Income, Corporate Finance, Alternative Investments, Financial Analysis, Investments, IPO, Mutual Funds
Education
The George Washington University 2006 — 2009
BA
Christopher Cocca's Vanguard Experience October 2006 - March 2008
Job Finding valueadded solutions for businesses and families through Mutual of Omaha.
Industry Financial Services
Experience
Christopher Cocca January 2005 - Present
The College of New Rochelle September 2013 - January 2014
First Presbyterian Church of Allentown July 2011 - November 2013
Air Quality Partnership of Lehigh Valley - Berks September 2005 - September 2013
Vanguard October 2006 - March 2008
Calvary Baptist Church July 2003 - July 2006
Ursinus College September 1998 - May 2001
Skills
Blogging, Community Outreach, Newsletters, Public Speaking, Creative Writing, Social Media, Nonprofits, Press Releases, Teaching, Publications, Leadership, Event Planning, Facebook, Editing, Social Networking, Proofreading, Research, Volunteer Management, Public Relations, Publishing, Non-profits, Social Media Marketing, Community Development, Networking, Marketing Communications, Training, Grant Writing, Advocacy, Storytelling, Copy Editing, Media Relations, Magazines, Speech Writing, Motivated self-starter, Publicity, Web Content, Literature, History, Social Justice, Religion, Copywriting, Strategic Communications, Content Development, Non-fiction, Politics, Poetry, Books, Freelance Writing, Editorial, Community Organizing
Education
The New School 2009 — 2011
MFA, Writing, Fiction
Yale University 2002 — 2005
Masters, Divinity
Ursinus College 1998 — 2002
BA, Politics
Parkland High School 1995 — 1998
Christopher Cocca January 2005 - Present
The College of New Rochelle September 2013 - January 2014
First Presbyterian Church of Allentown July 2011 - November 2013
Air Quality Partnership of Lehigh Valley - Berks September 2005 - September 2013
Vanguard October 2006 - March 2008
Calvary Baptist Church July 2003 - July 2006
Ursinus College September 1998 - May 2001
Skills
Blogging, Community Outreach, Newsletters, Public Speaking, Creative Writing, Social Media, Nonprofits, Press Releases, Teaching, Publications, Leadership, Event Planning, Facebook, Editing, Social Networking, Proofreading, Research, Volunteer Management, Public Relations, Publishing, Non-profits, Social Media Marketing, Community Development, Networking, Marketing Communications, Training, Grant Writing, Advocacy, Storytelling, Copy Editing, Media Relations, Magazines, Speech Writing, Motivated self-starter, Publicity, Web Content, Literature, History, Social Justice, Religion, Copywriting, Strategic Communications, Content Development, Non-fiction, Politics, Poetry, Books, Freelance Writing, Editorial, Community Organizing
Education
The New School 2009 — 2011
MFA, Writing, Fiction
Yale University 2002 — 2005
Masters, Divinity
Ursinus College 1998 — 2002
BA, Politics
Parkland High School 1995 — 1998
Graham Arnold's Vanguard Experience June 2013 - Present
Job Vanguard Flagship Services
Industry Financial Services
Experience
Vanguard June 2013 - Present
Caterpillar Financial May 2012 - July 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Teamwork, Microsoft Word, Social Media, Series 7, Series 63, CRM, Equity Trading, Investment Portfolio, CFA Level 1, Leadership, Finance, Financial Analysis
Education
The University of Georgia 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Management
The University of Georgia 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance, Management
Vanguard June 2013 - Present
Caterpillar Financial May 2012 - July 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Teamwork, Microsoft Word, Social Media, Series 7, Series 63, CRM, Equity Trading, Investment Portfolio, CFA Level 1, Leadership, Finance, Financial Analysis
Education
The University of Georgia 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Management
The University of Georgia 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance, Management
Tonya Gray, QKA, QPFC, CBP Tonya Gray, QKA, QPFC, CBP's Vanguard Experience June 2008 - January 2011
Job Vice President, Benefits at Scripps Networks Interactive
Industry Broadcast Media
Experience
Scripps Networks Interactive October 2013 - Present
Scripps Networks Interactive January 2011 - October 2013
Vanguard June 2008 - January 2011
Charles Schwab August 2006 - May 2008
Charles Schwab June 2004 - August 2006
Charles Schwab March 2000 - June 2004
Skills
401k, Investments, Employee Benefits, Strategy, CRM, Management, Retirement, Leadership, Pensions, Relationship Management, Finance, Business Planning, Mutual Funds, Strategic Planning, Training, Mergers & Acquisitions, Portfolio Management, Financial Services, Retirement Planning, Deferred Compensation, Marketing
Education
The University of Akron
Labor Economics, Minor: Financial Services
Scripps Networks Interactive October 2013 - Present
Scripps Networks Interactive January 2011 - October 2013
Vanguard June 2008 - January 2011
Charles Schwab August 2006 - May 2008
Charles Schwab June 2004 - August 2006
Charles Schwab March 2000 - June 2004
Skills
401k, Investments, Employee Benefits, Strategy, CRM, Management, Retirement, Leadership, Pensions, Relationship Management, Finance, Business Planning, Mutual Funds, Strategic Planning, Training, Mergers & Acquisitions, Portfolio Management, Financial Services, Retirement Planning, Deferred Compensation, Marketing
Education
The University of Akron
Labor Economics, Minor: Financial Services
Alexander Logue Alexander Logue's Vanguard Experience September 2013 - Present
Job Intern at Mutual of Omaha
Industry Financial Services
Experience
Vanguard September 2013 - Present
Mutual of Omaha June 2012 - August 2012
Atlas Energy, Inc. June 2011 - August 2011
ICT June 2009 - August 2009
Skills
Microsoft Excel, Financial Modeling, Economics, PowerPoint, Financial Analysis, Microsoft Word, Microsoft Office, Statistics, Valuation, Data Analysis, Research, Social Media, Analysis, Budgets, Finance
Education
The Johns Hopkins University 2009 — 2013
Economics, Senior
Chestnut Hill Academy 2004 — 2009
Vanguard September 2013 - Present
Mutual of Omaha June 2012 - August 2012
Atlas Energy, Inc. June 2011 - August 2011
ICT June 2009 - August 2009
Skills
Microsoft Excel, Financial Modeling, Economics, PowerPoint, Financial Analysis, Microsoft Word, Microsoft Office, Statistics, Valuation, Data Analysis, Research, Social Media, Analysis, Budgets, Finance
Education
The Johns Hopkins University 2009 — 2013
Economics, Senior
Chestnut Hill Academy 2004 — 2009
Alan Biehn Alan Biehn's Vanguard Experience 1996 - 1998
Job Team Lead/Technical Writer at StyleMatters Writing Services
Industry Writing and Editing
Experience
StyleMatters Writing Services February 2013 - Present
ab.editing August 2007 - Present
Creative Circle July 2011 - Present
Delaware Valley Green Building Council 2009 - 2010
Cheyney University August 2008 - December 2008
Vanguard Charitable Endowment Program August 1998 - August 2007
Vanguard 1996 - 1998
Skills
Writing, Editing, Non-profits, Newsletters, Press Releases, Proofreading, Marketing Communications, Website Testing, ESL, Content Management, Web Testing, Proposal Writing
Education
University of Pennsylvania 2005 — 2008
Master's, Environmental Studies
The Ohio State University 1988 — 1991
B.S., Audio Recording
Owen J. Roberts H.S. 1981 — 1985
Diploma, Honors
StyleMatters Writing Services February 2013 - Present
ab.editing August 2007 - Present
Creative Circle July 2011 - Present
Delaware Valley Green Building Council 2009 - 2010
Cheyney University August 2008 - December 2008
Vanguard Charitable Endowment Program August 1998 - August 2007
Vanguard 1996 - 1998
Skills
Writing, Editing, Non-profits, Newsletters, Press Releases, Proofreading, Marketing Communications, Website Testing, ESL, Content Management, Web Testing, Proposal Writing
Education
University of Pennsylvania 2005 — 2008
Master's, Environmental Studies
The Ohio State University 1988 — 1991
B.S., Audio Recording
Owen J. Roberts H.S. 1981 — 1985
Diploma, Honors
Gerry Mullane Gerry Mullane's Vanguard Experience 1989 - Present
Job Principal at Vanguard
Industry Financial Services
Experience
Vanguard 1989 - Present
U.S. Army 1980 - 1987
Skills
Mutual Funds, Defined Contribution, Retirement, Defined Benefit, Series 7, 401k, Investments, Series 63, Asset Allocation, Retirement Planning, Alternative Investments, Financial Services
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1987 — 1989
MBA
United States Military Academy at West Point 1976 — 1980
BS
Northwest Catholic
Vanguard 1989 - Present
U.S. Army 1980 - 1987
Skills
Mutual Funds, Defined Contribution, Retirement, Defined Benefit, Series 7, 401k, Investments, Series 63, Asset Allocation, Retirement Planning, Alternative Investments, Financial Services
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1987 — 1989
MBA
United States Military Academy at West Point 1976 — 1980
BS
Northwest Catholic
Patrice Churnetski Patrice Churnetski's Vanguard Experience August 2007 - Present
Job National Sales Manager at Vanguard
Industry Financial Services
Experience
Vanguard August 2007 - Present
Vanguard 1998 - 2007
Vanguard 1994 - 1998
Vanguard 1992 - 1994
Vanguard 1989 - 1992
Skills
Series 7 & 63..., Team Leadership, Agent of Change, Strategic Sales..., Strong knowledge of..., Retirement, Investments, Retirement Planning, Relationship Management, Defined Benefit, Defined Contribution, Management, Mutual Funds, Series 6, Sales, Series 63, Series 7, 401k, Financial Services, Leadership
Education
Villanova University 1985 — 1988
BA, Economics
Wyoming Seminary College Preparatory School 1980 — 1984
Highschool
The University of Chicago - Booth School of Business
Executive Education Program, Fundamentals of Sales Management
Vanguard August 2007 - Present
Vanguard 1998 - 2007
Vanguard 1994 - 1998
Vanguard 1992 - 1994
Vanguard 1989 - 1992
Skills
Series 7 & 63..., Team Leadership, Agent of Change, Strategic Sales..., Strong knowledge of..., Retirement, Investments, Retirement Planning, Relationship Management, Defined Benefit, Defined Contribution, Management, Mutual Funds, Series 6, Sales, Series 63, Series 7, 401k, Financial Services, Leadership
Education
Villanova University 1985 — 1988
BA, Economics
Wyoming Seminary College Preparatory School 1980 — 1984
Highschool
The University of Chicago - Booth School of Business
Executive Education Program, Fundamentals of Sales Management
Russ W. Taylor Russ W. Taylor's Vanguard Experience November 2013 - Present
Job Senior Business Analyst at Vanguard
Industry Financial Services
Experience
Vanguard November 2013 - Present
Vanguard April 2012 - November 2013
Cole Capital November 2011 - February 2012
American Express March 2006 - July 2009
American Express November 2004 - March 2006
American Express July 2003 - October 2004
American Express January 2003 - June 2003
FedEx/Kinko's May 2001 - January 2002
Ion Consulting Group September 2000 - April 2001
JB Oxford & Co. November 1999 - August 2000
Skills
Analysis, Finance, Accounting, Management, Leadership, Access, Sarbanes-Oxley Act, CRM, Financial Analysis, Business Analysis
Education
University of Phoenix 2010 — 2011
Masters of Science in Accountancy, Accounting
The Johns Hopkins University 1995 — 1999
Bachelor of Arts in Economics, Economics
Vanguard November 2013 - Present
Vanguard April 2012 - November 2013
Cole Capital November 2011 - February 2012
American Express March 2006 - July 2009
American Express November 2004 - March 2006
American Express July 2003 - October 2004
American Express January 2003 - June 2003
FedEx/Kinko's May 2001 - January 2002
Ion Consulting Group September 2000 - April 2001
JB Oxford & Co. November 1999 - August 2000
Skills
Analysis, Finance, Accounting, Management, Leadership, Access, Sarbanes-Oxley Act, CRM, Financial Analysis, Business Analysis
Education
University of Phoenix 2010 — 2011
Masters of Science in Accountancy, Accounting
The Johns Hopkins University 1995 — 1999
Bachelor of Arts in Economics, Economics
Kaitlyn Merrifield Kaitlyn Merrifield's Vanguard Experience August 2015 - Present
Job Select Services Investment Professional
Industry Financial Services
Experience
Vanguard August 2015 - Present
Vanguard June 2014 - August 2015
Vanguard June 2013 - June 2014
YMCA June 2010 - May 2013
Georgia Small Business Development Center August 2012 - December 2012
University of Georgia February 2011 - December 2012
University of Georgia March 2011 - May 2011
Skills
Public Speaking, Community Outreach, Microsoft Office, Higher Education, Microsoft Excel, Finance, Research
Education
The University of Georgia 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Vanguard August 2015 - Present
Vanguard June 2014 - August 2015
Vanguard June 2013 - June 2014
YMCA June 2010 - May 2013
Georgia Small Business Development Center August 2012 - December 2012
University of Georgia February 2011 - December 2012
University of Georgia March 2011 - May 2011
Skills
Public Speaking, Community Outreach, Microsoft Office, Higher Education, Microsoft Excel, Finance, Research
Education
The University of Georgia 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Craig Stock's Vanguard Experience PrincipalThe Vanguard Group1995 - Present
Job Principal at Vanguard
Industry Investment Management
Experience
Vanguard PrincipalThe Vanguard Group1995 - Present
Philadelphia Inquirer September 1981 - February 1995
Wichita Eagle-Beacon 1975 - 1981
Skills
Financial Services, Copy Editing, Press Releases, Strategic Communications, Web Content, Editing, Series 7, Mutual Funds, Investments, Series 63, Internal Communications, Corporate Communications, Newsletters, Content Development, Marketing Strategy, Content Strategy, AP Style, Copywriting, Business Analysis, Blogging, Media Relations
Education
Princeton University 1979 — 1980
Sloan Fellow, Economics Journalism
University of Kansas 1971 — 1975
Journalism
Vanguard PrincipalThe Vanguard Group1995 - Present
Philadelphia Inquirer September 1981 - February 1995
Wichita Eagle-Beacon 1975 - 1981
Skills
Financial Services, Copy Editing, Press Releases, Strategic Communications, Web Content, Editing, Series 7, Mutual Funds, Investments, Series 63, Internal Communications, Corporate Communications, Newsletters, Content Development, Marketing Strategy, Content Strategy, AP Style, Copywriting, Business Analysis, Blogging, Media Relations
Education
Princeton University 1979 — 1980
Sloan Fellow, Economics Journalism
University of Kansas 1971 — 1975
Journalism
Michael Litz, CIMA®'s Vanguard Experience November 2014 - Present
Job Nonprofit Sales Executive at Vanguard
Industry Financial Services
Experience
Vanguard November 2014 - Present
Vanguard June 2013 - December 2014
Vanguard October 2011 - June 2013
Vanguard November 2010 - October 2011
AXA Advisors 2009 - January 2011
Lincoln Financial Distributors 2007 - 2009
SEI July 2004 - May 2007
Richmond Financial Services January 2004 - July 2004
United States Secret Service April 2003 - January 2004
Towers Perrin January 2003 - April 2003
Skills
ETFs, Variable Annuities, Life Insurance, Series 63, Series 7, Mutual Funds, Retirement Planning, Fixed Annuities, Series 65, Investments, Wealth Management, Securities, Separately Managed..., Insurance, Strategic Financial..., Investment Advisory, Portfolio Management, Asset Managment, Asset Allocation, Alternative Investments, Financial Analysis, Series 6, Finance
Education
Villanova University 2007 — 2014
MBA, Business Administration and Management, General
The George Washington University - School of Business 1997 — 2001
B.B.A, Business Administration and Management, General
Vanguard November 2014 - Present
Vanguard June 2013 - December 2014
Vanguard October 2011 - June 2013
Vanguard November 2010 - October 2011
AXA Advisors 2009 - January 2011
Lincoln Financial Distributors 2007 - 2009
SEI July 2004 - May 2007
Richmond Financial Services January 2004 - July 2004
United States Secret Service April 2003 - January 2004
Towers Perrin January 2003 - April 2003
Skills
ETFs, Variable Annuities, Life Insurance, Series 63, Series 7, Mutual Funds, Retirement Planning, Fixed Annuities, Series 65, Investments, Wealth Management, Securities, Separately Managed..., Insurance, Strategic Financial..., Investment Advisory, Portfolio Management, Asset Managment, Asset Allocation, Alternative Investments, Financial Analysis, Series 6, Finance
Education
Villanova University 2007 — 2014
MBA, Business Administration and Management, General
The George Washington University - School of Business 1997 — 2001
B.B.A, Business Administration and Management, General
Donna MacFarland's Vanguard Experience 1999 - 2008
Job Senior Vice President, Chief Marketing Officer, Retirement Plan Services, Lincoln Financial Group
Industry Marketing and Advertising
Experience
Lincoln Financial Group May 2010 - Present
Symphonic Marketing, LLC January 2008 - May 2011
The Vanguard Group, Inc. 1999 - 2008
Vanguard 1999 - 2008
MacFarland Research Associates, Inc. April 1989 - March 1999
Merrill Lynch June 1987 - April 1989
Citibank 1987 - 1987
Smith Barney 1984 - 1986
Skills
Marketing Strategy, Marketing Research, Corporate Branding, Marketing Communications, Marketing Operations, Retirement Plan Services, Email Marketing, Product Marketing, Segmentation, Advertising, Pensions, Customer Insight, Integrated Marketing, Brand Architecture, CRM, Brand Development
Education
The University of Connecticut School of Business 1982 — 1985
M.B.A., Marketing
The University of Connecticut School of Business 1977 — 1981
B.S., Marketing
Lincoln Financial Group May 2010 - Present
Symphonic Marketing, LLC January 2008 - May 2011
The Vanguard Group, Inc. 1999 - 2008
Vanguard 1999 - 2008
MacFarland Research Associates, Inc. April 1989 - March 1999
Merrill Lynch June 1987 - April 1989
Citibank 1987 - 1987
Smith Barney 1984 - 1986
Skills
Marketing Strategy, Marketing Research, Corporate Branding, Marketing Communications, Marketing Operations, Retirement Plan Services, Email Marketing, Product Marketing, Segmentation, Advertising, Pensions, Customer Insight, Integrated Marketing, Brand Architecture, CRM, Brand Development
Education
The University of Connecticut School of Business 1982 — 1985
M.B.A., Marketing
The University of Connecticut School of Business 1977 — 1981
B.S., Marketing
Jane Myer's Vanguard Experience PrincipalVanguard1985 - Present
Job Principal at Vanguard
Industry Financial Services
Experience
vanguard PrincipalVanguard1985 - Present
Education
The University of Georgia
vanguard PrincipalVanguard1985 - Present
Education
The University of Georgia
Cheryl Schwind's Vanguard Experience 2008 - 2009
Job Senior Sales Pro at Howard Hanna
Industry Real Estate
Experience
Howard Hanna November 2008 - Present
Howard Hanna November 2008 - Present
Vanguard 2008 - 2009
Skills
Contract Negotiation, Preparation for sale, Getting The Job Done, Real Estate, First Time Home Buyers, Buyer Representation, Team Building, Sales, Real Estate Transactions, Single Family Homes, Construction, Investment Properties, Residential Homes, Relocation, Short Sales, Foreclosures, Sellers, New Home Sales, Condos, Referrals, Listings, Selling, REO, Commercial Real Estate, Move Up Buyers, Seniors, Real Property, Investors, HUD, Seller Representation, ABR, Luxury, FHA, Home Staging, Rentals, Property Management, Relocation Buyers, Buyers, New Homes, National Association of..., Listing Homes
Education
The University of Akron 1975 — 1979
B.A., Marketing
Kent state university high school 1969 — 1972
Howard Hanna November 2008 - Present
Howard Hanna November 2008 - Present
Vanguard 2008 - 2009
Skills
Contract Negotiation, Preparation for sale, Getting The Job Done, Real Estate, First Time Home Buyers, Buyer Representation, Team Building, Sales, Real Estate Transactions, Single Family Homes, Construction, Investment Properties, Residential Homes, Relocation, Short Sales, Foreclosures, Sellers, New Home Sales, Condos, Referrals, Listings, Selling, REO, Commercial Real Estate, Move Up Buyers, Seniors, Real Property, Investors, HUD, Seller Representation, ABR, Luxury, FHA, Home Staging, Rentals, Property Management, Relocation Buyers, Buyers, New Homes, National Association of..., Listing Homes
Education
The University of Akron 1975 — 1979
B.A., Marketing
Kent state university high school 1969 — 1972
Robert Osborn's Vanguard Experience January 2009 - Present
Job Marketing Manager at Vanguard
Industry Marketing and Advertising
Experience
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 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
Jillien Flores's Vanguard Experience February 2015 - Present
Job Government Relations at Vanguard
Industry Government Relations
Experience
Vanguard February 2015 - Present
Porterfield, Lowenthal, Fettig & Sears, LLC July 2011 - February 2015
Porterfield & Lowenthal, LLC February 2008 - July 2011
Skills
Legislative Relations, Government, Legislation, Public Policy, Political Campaigns, Political Communication, Public Affairs, Public Speaking, Coalitions, Politics, Strategic Communications, Political Consulting, Grassroots Organizing, Public Relations, Policy Analysis
Education
The George Washington University
Vanguard February 2015 - Present
Porterfield, Lowenthal, Fettig & Sears, LLC July 2011 - February 2015
Porterfield & Lowenthal, LLC February 2008 - July 2011
Skills
Legislative Relations, Government, Legislation, Public Policy, Political Campaigns, Political Communication, Public Affairs, Public Speaking, Coalitions, Politics, Strategic Communications, Political Consulting, Grassroots Organizing, Public Relations, Policy Analysis
Education
The George Washington University
Chad Frederickson's Vanguard Experience 1998 - 2002
Job Vice President, Finance & Accounting at BiO2 Medical, Inc
Industry Medical Devices
Experience
BiO2 Medical, Inc April 2015 - Present
W. L. Gore & Associates August 2011 - March 2015
Angiotech 2009 - 2011
Houlihan Lokey 2007 - 2009
Dresner Partners December 2004 - May 2008
Vanguard 1998 - 2002
Skills
Mergers, Medical Devices, Strategic Planning, Product Launch, Investment Banking, Market Development, Business Analysis, Business Development, Corporate Development, Corporate Finance, Mergers, Investments, Strategy
Education
The University of Chicago - Booth School of Business 2002 — 2004
Master of Business Administration (M.B.A.), International Business
University of Georgia - Terry College of Business 1992 — 1996
Bachelor of Business Administration (BBA), Accounting and Finance
BiO2 Medical, Inc April 2015 - Present
W. L. Gore & Associates August 2011 - March 2015
Angiotech 2009 - 2011
Houlihan Lokey 2007 - 2009
Dresner Partners December 2004 - May 2008
Vanguard 1998 - 2002
Skills
Mergers, Medical Devices, Strategic Planning, Product Launch, Investment Banking, Market Development, Business Analysis, Business Development, Corporate Development, Corporate Finance, Mergers, Investments, Strategy
Education
The University of Chicago - Booth School of Business 2002 — 2004
Master of Business Administration (M.B.A.), International Business
University of Georgia - Terry College of Business 1992 — 1996
Bachelor of Business Administration (BBA), Accounting and Finance
Bob Malik's Vanguard Experience October 2000 - June 2004
Job Retired 2010
Industry Philanthropy
Experience
Vanguard Charitable Endowment Program July 2004 - December 2010
Vanguard October 2000 - June 2004
US Army December 1969 - September 1995
82nd Airborne Division 1985 - 1991
Skills
Non-profits
Education
The George Washington University 1988 — 1989
Master of Pubic Administration, School of Government & Business Administration, Business Mangement & Economic
Vanguard Charitable Endowment Program July 2004 - December 2010
Vanguard October 2000 - June 2004
US Army December 1969 - September 1995
82nd Airborne Division 1985 - 1991
Skills
Non-profits
Education
The George Washington University 1988 — 1989
Master of Pubic Administration, School of Government & Business Administration, Business Mangement & Economic
Todd Keeley's Vanguard Experience July 2009 - Present
Job Project Lead/Relationship Administrator at Vanguard
Industry Financial Services
Experience
Vanguard July 2009 - Present
Vanguard March 2010 - January 2012
Vanguard September 2007 - July 2009
Vanguard July 2005 - September 2007
Sen March 2004 - July 2005
Vanguard January 2000 - March 2004
Vanguard March 1999 - January 2000
Skills
Mutual Funds, Investments, Risk Management, Financial Analysis, Process Improvement, Leadership, Pricing, Project Management, Product Management, Forecasting, Six Sigma, Strategic Planning, Series 7, Business Development, Cross-functional Team..., Business Analysis
Education
West Chester University of Pennsylvania 2001 — 2005
MBA, General Business
The Ohio State University Fisher College of Business 1994 — 1998
BSBA, Finance
Vanguard July 2009 - Present
Vanguard March 2010 - January 2012
Vanguard September 2007 - July 2009
Vanguard July 2005 - September 2007
Sen March 2004 - July 2005
Vanguard January 2000 - March 2004
Vanguard March 1999 - January 2000
Skills
Mutual Funds, Investments, Risk Management, Financial Analysis, Process Improvement, Leadership, Pricing, Project Management, Product Management, Forecasting, Six Sigma, Strategic Planning, Series 7, Business Development, Cross-functional Team..., Business Analysis
Education
West Chester University of Pennsylvania 2001 — 2005
MBA, General Business
The Ohio State University Fisher College of Business 1994 — 1998
BSBA, Finance
Jayne Klemme's Vanguard Experience Client Service ManagerMerrill Lynch1998 - 2008
Job Client Relationship Administrator at Vanguard
Industry Financial Services
Experience
Vanguard Client Service ManagerMerrill Lynch1998 - 2008
Skills
401k, Mutual Funds, Retirement, Investments, Leadership, Financial Services, Series 63, Retirement Planning
Education
University of Colorado Denver 1988 — 1992
MBA, Business
The University of Kansas 1972 — 1976
BS, Education
Vanguard Client Service ManagerMerrill Lynch1998 - 2008
Skills
401k, Mutual Funds, Retirement, Investments, Leadership, Financial Services, Series 63, Retirement Planning
Education
University of Colorado Denver 1988 — 1992
MBA, Business
The University of Kansas 1972 — 1976
BS, Education
Chris Ratka's Vanguard Experience June 2011 - Present
Job Internal Sales Executive at Vanguard
Industry Financial Services
Experience
Vanguard June 2011 - Present
Vanguard March 2009 - June 2011
Skills
Series 7, Fixed Income, Series 63, Bloomberg, Mutual Funds, Asset Allocation, Bonds, Securities, Investments, ETFs, FINRA, Capital Markets, Wealth Management, Trading, Financial Markets, Bloomberg Terminal, Series 6
Education
The University of New Mexico - Robert O. Anderson School of Management
BAA, Finance
Vanguard June 2011 - Present
Vanguard March 2009 - June 2011
Skills
Series 7, Fixed Income, Series 63, Bloomberg, Mutual Funds, Asset Allocation, Bonds, Securities, Investments, ETFs, FINRA, Capital Markets, Wealth Management, Trading, Financial Markets, Bloomberg Terminal, Series 6
Education
The University of New Mexico - Robert O. Anderson School of Management
BAA, Finance
Jonathan Etkins's Vanguard Experience November 2009 - Present
Job Multimedia Developer at Vanguard
Industry Design
Experience
Vanguard November 2009 - Present
The Creative Group 2009 - 2009
Night Kitchen Interactive 2007 - 2009
Jargon Animation Studios LLC 2005 - 2007
Skills
2D animation, Flash Design, Digital Illustration, Multimedia, Traditional Animation, Flash, Illustration
Education
The University of the Arts 2000 — 2004
BFA, Animation
Vanguard November 2009 - Present
The Creative Group 2009 - 2009
Night Kitchen Interactive 2007 - 2009
Jargon Animation Studios LLC 2005 - 2007
Skills
2D animation, Flash Design, Digital Illustration, Multimedia, Traditional Animation, Flash, Illustration
Education
The University of the Arts 2000 — 2004
BFA, Animation
Chris Heyman's Vanguard Experience November 2010 - August 2013
Job Broker/Realtor at Allison and Associates Realty LLC
Industry Construction
Experience
Allison and Associates Realty LLC March 2010 - Present
Kanawha Stone Company October 2008 - Present
Vanguard November 2010 - August 2013
Skills
Residential Homes, Project Management, Construction, Microsoft Office, Contract Management, Contract Negotiation, Microsoft Excel, Construction Management, Process Scheduler, Procurement, Budgets, Purchasing, Project Planning, AutoCAD, Real Estate, First Time Home Buyers
Education
The Ohio State University
Bachelor of Arts (B.A.), Economics
Allison and Associates Realty LLC March 2010 - Present
Kanawha Stone Company October 2008 - Present
Vanguard November 2010 - August 2013
Skills
Residential Homes, Project Management, Construction, Microsoft Office, Contract Management, Contract Negotiation, Microsoft Excel, Construction Management, Process Scheduler, Procurement, Budgets, Purchasing, Project Planning, AutoCAD, Real Estate, First Time Home Buyers
Education
The Ohio State University
Bachelor of Arts (B.A.), Economics
Yuan Hou's Vanguard Experience April 2015 - Present
Job Analytics Consultant
Industry Government Administration
Experience
Vanguard April 2015 - Present
University of Pennsylvania June 2013 - April 2015
University of Chicago Booth School of Business July 2006 - September 2007
Great Point Capital LLC July 2005 - September 2006
Gabriel Roeder Smith & Company July 2003 - June 2005
Skills
Research, Data Analysis, R, Stata, Statistical Modeling, Statistical Data..., Simulations, Qualitative Research, Project Management
Education
The University of Chicago Booth School of Business 2007 — 2013
Doctor of Philosophy (PhD) and MBA, Organization and Markets and Statistics
University of Chicago 1999 — 2003
Bachelor of Arts (B.A.), Mathematics and Economics
Vanguard April 2015 - Present
University of Pennsylvania June 2013 - April 2015
University of Chicago Booth School of Business July 2006 - September 2007
Great Point Capital LLC July 2005 - September 2006
Gabriel Roeder Smith & Company July 2003 - June 2005
Skills
Research, Data Analysis, R, Stata, Statistical Modeling, Statistical Data..., Simulations, Qualitative Research, Project Management
Education
The University of Chicago Booth School of Business 2007 — 2013
Doctor of Philosophy (PhD) and MBA, Organization and Markets and Statistics
University of Chicago 1999 — 2003
Bachelor of Arts (B.A.), Mathematics and Economics
Gwen Miller's Vanguard Experience June 2010 - July 2010
Job TRICARE Senior Specialty Network Manager at OptumHealth
Industry Hospital & Health Care
Experience
OptumHealth December 2012 - Present
UnitedHealthcare August 2010 - Present
Vanguard June 2010 - July 2010
TriWest Healthcare Alliance November 2003 - February 2010
CIGNA Healthcare of Arizona January 1991 - November 2003
Skills
Leadership, Managed Care, Medicare, Network Development, Medicaid, Provider Relations, HIPAA, Healthcare Industry, PPO, HMO, Health Insurance, Healthcare, Insurance, Program Management, Contract Negotiation, Health Policy, Healthcare Consulting, Healthcare Management, Revenue Cycle
Education
The University of North Dakota
B.S.B.A., Business Administration
OptumHealth December 2012 - Present
UnitedHealthcare August 2010 - Present
Vanguard June 2010 - July 2010
TriWest Healthcare Alliance November 2003 - February 2010
CIGNA Healthcare of Arizona January 1991 - November 2003
Skills
Leadership, Managed Care, Medicare, Network Development, Medicaid, Provider Relations, HIPAA, Healthcare Industry, PPO, HMO, Health Insurance, Healthcare, Insurance, Program Management, Contract Negotiation, Health Policy, Healthcare Consulting, Healthcare Management, Revenue Cycle
Education
The University of North Dakota
B.S.B.A., Business Administration
Elke Wilhelm, MBA's Vanguard Experience May 2011 - December 2012
Job Financial Analyst
Industry Financial Services
Experience
H&R Block January 2014 - April 2014
Vanguard May 2011 - December 2012
Ranstad in-house at Vanguard October 2010 - April 2011
CAPSTONE REALTY 2002 - 2005
Sodexo August 1996 - July 2000
Skills
Financial Analysis, Strategic Planning, Competitive Analysis, Pivot Tables, Tableau, Presentation Skills, Client Presentation, Management, Microsoft Excel, Leadership, Analysis, Microsoft Office, Customer Service
Education
The Johns Hopkins University 2000 — 2002
Master of Business Administration (MBA), MBA
The Pennsylvania State University 1992 — 1996
B.S., Hotel, Restaurant and Institutional Management
H&R Block January 2014 - April 2014
Vanguard May 2011 - December 2012
Ranstad in-house at Vanguard October 2010 - April 2011
CAPSTONE REALTY 2002 - 2005
Sodexo August 1996 - July 2000
Skills
Financial Analysis, Strategic Planning, Competitive Analysis, Pivot Tables, Tableau, Presentation Skills, Client Presentation, Management, Microsoft Excel, Leadership, Analysis, Microsoft Office, Customer Service
Education
The Johns Hopkins University 2000 — 2002
Master of Business Administration (MBA), MBA
The Pennsylvania State University 1992 — 1996
B.S., Hotel, Restaurant and Institutional Management
Jackie Rubin-Snyder's Vanguard Experience January 2006 - May 2010
Job Sales Manager at American Airlines
Industry Leisure, Travel & Tourism
Experience
American Airlines January 2014 - Present
US Airways May 2010 - May 2014
Vanguard January 2006 - May 2010
US Airways January 2001 - November 2005
City of Chicago December 1999 - January 2001
Skills
Business Travel, Travel Management, Sabre, Airlines, Revenue Analysis, Account Management, Pricing, Contract Negotiation, Sales Management, Strategic Planning, Tourism, Customer Service
Education
The Ohio State University 1989 — 1993
Business, International Business
The Ohio State University 1989 — 1993
Bachelor of Science (BS), International Business, Marketing
American Airlines January 2014 - Present
US Airways May 2010 - May 2014
Vanguard January 2006 - May 2010
US Airways January 2001 - November 2005
City of Chicago December 1999 - January 2001
Skills
Business Travel, Travel Management, Sabre, Airlines, Revenue Analysis, Account Management, Pricing, Contract Negotiation, Sales Management, Strategic Planning, Tourism, Customer Service
Education
The Ohio State University 1989 — 1993
Business, International Business
The Ohio State University 1989 — 1993
Bachelor of Science (BS), International Business, Marketing
Frances McElroy's Vanguard Experience October 1999 - Present
Job Business Development UHNW
Industry Financial Services
Experience
Vanguard October 1999 - Present
Vanguard 2005 - 2010
Skills
Series 7, Series 63, Mutual Funds, 401k, ERISA, Asset Allocation, Retirement, Retirement Planning, Investments, Series 6
Education
The University of Texas at Dallas
BSBA - 1985, FInance and Marketing
Vanguard October 1999 - Present
Vanguard 2005 - 2010
Skills
Series 7, Series 63, Mutual Funds, 401k, ERISA, Asset Allocation, Retirement, Retirement Planning, Investments, Series 6
Education
The University of Texas at Dallas
BSBA - 1985, FInance and Marketing
Alexander Perla's Vanguard Experience August 2015 - Present
Job Equity Fund Analysis Supervisor at Vanguard
Industry Financial Services
Experience
Vanguard August 2015 - Present
Vanguard January 2013 - July 2015
Vanguard October 2010 - December 2012
City Year September 2009 - June 2010
Arhaus Furniture June 2008 - September 2008
Skills
Leadership Development, Program Management, Project Management, Mutual Funds, Financial Analysis, Data Analysis, Bloomberg Terminal, Microsoft Excel, Microsoft Access, Investments
Education
The Ohio State University - The Max M. Fisher College of Business 2005 — 2009
Bachelor of Science in Business Administration, Finance
Vanguard August 2015 - Present
Vanguard January 2013 - July 2015
Vanguard October 2010 - December 2012
City Year September 2009 - June 2010
Arhaus Furniture June 2008 - September 2008
Skills
Leadership Development, Program Management, Project Management, Mutual Funds, Financial Analysis, Data Analysis, Bloomberg Terminal, Microsoft Excel, Microsoft Access, Investments
Education
The Ohio State University - The Max M. Fisher College of Business 2005 — 2009
Bachelor of Science in Business Administration, Finance
Tom Dinnella's Vanguard Experience 1997 - 2001
Job Retired Senior Systems Programmer
Industry Information Technology and Services
Experience
Methacton Community Theater 1995 - Present
Playcrafters of Skippack 1995 - Present
Narberth Community Theatre 2015 - 2015
Automated Financial Systems 2003 - 2015
Lighting Designer at NCT 2014 - 2014
Systems/Software Engineering 1979 - 2003
Vanguard 1997 - 2001
Vanguard 1997 - 2001
Vanguard 1997 - 2001
Vaguard llc 1997 - 2001
Skills
SDLC, CICS, Software Development, Enterprise Software, Mainframe, DB2, Software Project..., Programming, Software Documentation, Databases, JCL, Systems Analysis, COBOL, Requirements Gathering, Management, Disaster Recovery, SQL, Business Requirements, Requirements Analysis, Integration, Business Analysis, Data Modeling, Testing, TSO, Unix, Agile Methodologies, Database Design, User Acceptance Testing, Visio
Education
The University of Connecticut School of Business 1963 — 1969
BS, Business
Methacton Community Theater 1995 - Present
Playcrafters of Skippack 1995 - Present
Narberth Community Theatre 2015 - 2015
Automated Financial Systems 2003 - 2015
Lighting Designer at NCT 2014 - 2014
Systems/Software Engineering 1979 - 2003
Vanguard 1997 - 2001
Vanguard 1997 - 2001
Vanguard 1997 - 2001
Vaguard llc 1997 - 2001
Skills
SDLC, CICS, Software Development, Enterprise Software, Mainframe, DB2, Software Project..., Programming, Software Documentation, Databases, JCL, Systems Analysis, COBOL, Requirements Gathering, Management, Disaster Recovery, SQL, Business Requirements, Requirements Analysis, Integration, Business Analysis, Data Modeling, Testing, TSO, Unix, Agile Methodologies, Database Design, User Acceptance Testing, Visio
Education
The University of Connecticut School of Business 1963 — 1969
BS, Business
Molly Jaeger's Vanguard Experience April 2013 - Present
Job Project Manager at Vanguard
Industry Financial Services
Experience
Vanguard April 2013 - Present
Vanguard March 2010 - April 2013
Vanguard May 2004 - March 2010
Vanguard April 2001 - May 2004
Skills
Mutual Funds, Investments, Asset Allocation, Process Improvement, Data Analysis, Retirement, Series 63, 401k
Education
The University of New Mexico 1995 — 1999
BUS
Vanguard April 2013 - Present
Vanguard March 2010 - April 2013
Vanguard May 2004 - March 2010
Vanguard April 2001 - May 2004
Skills
Mutual Funds, Investments, Asset Allocation, Process Improvement, Data Analysis, Retirement, Series 63, 401k
Education
The University of New Mexico 1995 — 1999
BUS
Yanchen Wei's Vanguard Experience 2012 - 2013
Job Software Engineer, Staff at Siemens Healthcare
Industry Higher Education
Experience
Siemens Healthcare September 2013 - Present
Vanguard 2012 - 2013
Siemens Healthcare 2011 - 2012
The University of Memphis 2008 - 2010
Prolink Solutions Co., Ltd 2004 - 2006
Skills
Java, Eclipse, SQL, oracle, SQL Server, flex, xml, JUnit, J2EE, Web Services, hibernate, Spring, c#, Tomcat, Delphi, Java Enterprise Edition, SOA, Agile, Flex, JSP, Scrum, XML, Spring Framework, JBoss Application Server, Oracle, Agile Methodologies, Hibernate, C#, Microsoft SQL Server
Education
The University of Memphis
Master of Science (MS), Computer Science
Siemens Healthcare September 2013 - Present
Vanguard 2012 - 2013
Siemens Healthcare 2011 - 2012
The University of Memphis 2008 - 2010
Prolink Solutions Co., Ltd 2004 - 2006
Skills
Java, Eclipse, SQL, oracle, SQL Server, flex, xml, JUnit, J2EE, Web Services, hibernate, Spring, c#, Tomcat, Delphi, Java Enterprise Edition, SOA, Agile, Flex, JSP, Scrum, XML, Spring Framework, JBoss Application Server, Oracle, Agile Methodologies, Hibernate, C#, Microsoft SQL Server
Education
The University of Memphis
Master of Science (MS), Computer Science
Christiane Melano's Vanguard Experience January 2013 - August 2014
Job First Allied Securities, Inc.
Industry Financial Services
Experience
First Allied Securities, Inc. April 2015 - Present
Kaiser Permanente January 2015 - April 2015
Vanguard January 2013 - August 2014
Vanguard September 2010 - January 2013
Skills
Broker-Dealer Operations, Back Office, Asset Transfers, ACATS, Offshore Operations, Alternative Investments, DTC, Financial Services, Series 6, Series 63, Mutual Funds, Institutional..., Asset Management, SharePoint..., Customer Service, Microsoft Excel, Leadership, PowerPoint, Microsoft Word, Microsoft Office, 401k Rollovers, English to Spanish
Education
The University of Texas at El Paso 2005 — 2010
Bachelors of Business Administration, Finance and International Business (concentration: Spanish)
First Allied Securities, Inc. April 2015 - Present
Kaiser Permanente January 2015 - April 2015
Vanguard January 2013 - August 2014
Vanguard September 2010 - January 2013
Skills
Broker-Dealer Operations, Back Office, Asset Transfers, ACATS, Offshore Operations, Alternative Investments, DTC, Financial Services, Series 6, Series 63, Mutual Funds, Institutional..., Asset Management, SharePoint..., Customer Service, Microsoft Excel, Leadership, PowerPoint, Microsoft Word, Microsoft Office, 401k Rollovers, English to Spanish
Education
The University of Texas at El Paso 2005 — 2010
Bachelors of Business Administration, Finance and International Business (concentration: Spanish)
Jason Serota's Vanguard Experience November 2004 - May 2008
Job Finance Manager at Johnson and Johnson
Industry Hospital & Health Care
Experience
Johnson & Johnson May 2012 - Present
Johnson and Johnson May 2008 - April 2012
Vanguard November 2004 - May 2008
Skills
Financial Analysis, Financial Modeling, Forecasting, Financial Reporting, Finance, Strategic Financial..., Variance Analysis, Process Improvement, Sarbanes-Oxley Act, Corporate Finance, Hyperion Enterprise, Managerial Finance, Accounting, Essbase, Analysis, Budgets, Cross-functional Team..., Financial Forecasting, SAP, Valuation
Education
The George Washington University - School of Business 1999 — 2003
B.B.A, Finance
Johnson & Johnson May 2012 - Present
Johnson and Johnson May 2008 - April 2012
Vanguard November 2004 - May 2008
Skills
Financial Analysis, Financial Modeling, Forecasting, Financial Reporting, Finance, Strategic Financial..., Variance Analysis, Process Improvement, Sarbanes-Oxley Act, Corporate Finance, Hyperion Enterprise, Managerial Finance, Accounting, Essbase, Analysis, Budgets, Cross-functional Team..., Financial Forecasting, SAP, Valuation
Education
The George Washington University - School of Business 1999 — 2003
B.B.A, Finance
Jimmy Mullick's Vanguard Experience 2013 - 2014
Job VP of Programming at NAAAP Charlotte
Industry Information Technology and Services
Experience
The Select Group February 2015 - Present
NAAAP Charlotte February 2015 - Present
NAAAP Charlotte September 2014 - February 2015
UST Global September 2013 - February 2015
Vanguard 2013 - 2014
DG June 2012 - August 2013
NAAAP Dallas 2013 - 2013
Inuvio March 2012 - April 2012
Amdocs November 2011 - February 2012
Blue Cross and Blue Shield of Illinois, New Mexico, Oklahoma & Texas March 2011 - October 2011
Skills
Quality Center, QTP, System Testing, User Acceptance Testing, OCR, Integration, Test Planning, Agile Methodologies, Software Quality..., Regression Testing, Scrum, Testing, SQL, SDLC, Quality Assurance, HP QTP, HP Quality Center
Education
The University of Texas at Arlington - College of Business Administration 1997 — 1999
Bachelor of Science, Information Systems
The Select Group February 2015 - Present
NAAAP Charlotte February 2015 - Present
NAAAP Charlotte September 2014 - February 2015
UST Global September 2013 - February 2015
Vanguard 2013 - 2014
DG June 2012 - August 2013
NAAAP Dallas 2013 - 2013
Inuvio March 2012 - April 2012
Amdocs November 2011 - February 2012
Blue Cross and Blue Shield of Illinois, New Mexico, Oklahoma & Texas March 2011 - October 2011
Skills
Quality Center, QTP, System Testing, User Acceptance Testing, OCR, Integration, Test Planning, Agile Methodologies, Software Quality..., Regression Testing, Scrum, Testing, SQL, SDLC, Quality Assurance, HP QTP, HP Quality Center
Education
The University of Texas at Arlington - College of Business Administration 1997 — 1999
Bachelor of Science, Information Systems
Linda Procaccino's Vanguard Experience October 1998 - Present
Job graphic designer at Vanguard
Industry Financial Services
Experience
Vanguard October 1998 - Present
Maskar Design January 1996 - September 1998
Skills
User Interface Design, Web Design, Newsletters, Web Content
Education
University of The Arts
Bachelor of Art, Graphic Design/Printmaking
Vanguard October 1998 - Present
Maskar Design January 1996 - September 1998
Skills
User Interface Design, Web Design, Newsletters, Web Content
Education
University of The Arts
Bachelor of Art, Graphic Design/Printmaking
Brendan Gover's Vanguard Experience May 2014 - February 2015
Job Associate at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein February 2015 - Present
Vanguard May 2014 - February 2015
Skills
Team Leadership, Communication, Public Speaking, Organizational..., Microsoft Office, Financial Analysis, Analysis
Education
Lafayette College 2010 — 2014
Bachelor's Degree, Economics
London School of Economics and Political Science 2012 — 2012
Political Economy
AllianceBernstein February 2015 - Present
Vanguard May 2014 - February 2015
Skills
Team Leadership, Communication, Public Speaking, Organizational..., Microsoft Office, Financial Analysis, Analysis
Education
Lafayette College 2010 — 2014
Bachelor's Degree, Economics
London School of Economics and Political Science 2012 — 2012
Political Economy
Christa Ortwein's Vanguard Experience August 2012 - June 2014
Job Client Services at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 2014 - Present
Vanguard August 2012 - June 2014
Anixter October 2008 - August 2012
Accenture November 1998 - October 2000
Alltel March 1994 - April 1998
Skills
Account Management, Direct Sales, Sales Process, Supply Chain Services, Consultative Selling
Education
The University of Georgia
Bachelor of Arts, Journalism
Webster University
Charles Schwab October 2014 - Present
Vanguard August 2012 - June 2014
Anixter October 2008 - August 2012
Accenture November 1998 - October 2000
Alltel March 1994 - April 1998
Skills
Account Management, Direct Sales, Sales Process, Supply Chain Services, Consultative Selling
Education
The University of Georgia
Bachelor of Arts, Journalism
Webster University
Tracy Koontz's Vanguard Experience July 2012 - Present
Job Copy editor, proofreader
Industry Writing and Editing
Experience
Vanguard July 2012 - Present
Little, Brown Books for Young Readers August 2010 - Present
The Philadelphia Inquirer 1988 - 2012
Orlando Sentinel June 1983 - August 1988
Education
The Ohio State University 1978 — 1983
Bachelor of Arts (B.A.), Journalism
Vanguard July 2012 - Present
Little, Brown Books for Young Readers August 2010 - Present
The Philadelphia Inquirer 1988 - 2012
Orlando Sentinel June 1983 - August 1988
Education
The Ohio State University 1978 — 1983
Bachelor of Arts (B.A.), Journalism
Jason List's Vanguard Experience 2006 - Present
Job Investment Administrator at Vanguard
Industry Financial Services
Experience
Vanguard 2006 - Present
Skills
Certified Financial..., Skilled Relationship..., Portfolio Management, Customer Service, Mutual Funds, Retirement Planning, IRAs, Microsoft Excel
Education
The University of Georgia 2009 — 2010
Online CFP classes
UNC Charlotte 2000 — 2004
Mathematics
Vanguard 2006 - Present
Skills
Certified Financial..., Skilled Relationship..., Portfolio Management, Customer Service, Mutual Funds, Retirement Planning, IRAs, Microsoft Excel
Education
The University of Georgia 2009 — 2010
Online CFP classes
UNC Charlotte 2000 — 2004
Mathematics
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments