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
Sherri Bain Sherri Bain's Vanguard Experience October 1998 - January 2000
Job Writing Professional
Industry Writing and Editing
Experience
Self-Employed January 2014 - Present
The Charlotte Observer September 2005 - December 2013
The Vanguard Group January 2000 - July 2003
Vanguard October 1998 - January 2000
Skills
Feature Writing, Creative Writing, Interviewing Skills, Research, Public Relations, Social Media Marketing, Editing, Newsletters, Technical Writing, Client Relations, Retirement Planning, Customer Satisfaction, Administrative..., Front Office, Microsoft Office, Google Apps
Education
University of North Carolina at Charlotte 1989 — 1991
English, Journalism
Thiel College 1986 — 1988
English Literature (British and Commonwealth)
Self-Employed January 2014 - Present
The Charlotte Observer September 2005 - December 2013
The Vanguard Group January 2000 - July 2003
Vanguard October 1998 - January 2000
Skills
Feature Writing, Creative Writing, Interviewing Skills, Research, Public Relations, Social Media Marketing, Editing, Newsletters, Technical Writing, Client Relations, Retirement Planning, Customer Satisfaction, Administrative..., Front Office, Microsoft Office, Google Apps
Education
University of North Carolina at Charlotte 1989 — 1991
English, Journalism
Thiel College 1986 — 1988
English Literature (British and Commonwealth)
Brett Westmoreland Brett Westmoreland's Vanguard Experience April 2000 - July 2001
Job Operations Manager/Customer Service Specialist
Industry Retail
Experience
ADT August 2008 - April 2014
Unisource Worldwide, Inc. February 2006 - August 2008
US Maintenance July 2001 - February 2006
Vanguard April 2000 - July 2001
AMC Theatres April 1994 - April 2000
Education
University of Alabama 1988 — 1993
Bachelor's Degree, Business Administration and Management, General, 3.0
ADT August 2008 - April 2014
Unisource Worldwide, Inc. February 2006 - August 2008
US Maintenance July 2001 - February 2006
Vanguard April 2000 - July 2001
AMC Theatres April 1994 - April 2000
Education
University of Alabama 1988 — 1993
Bachelor's Degree, Business Administration and Management, General, 3.0
Cole Adamson's Vanguard Experience January 2010 - December 2013
Job Branch Manager at Scottrade
Industry Financial Services
Experience
Scottrade December 2013 - Present
Vanguard January 2010 - December 2013
Vanguard January 2007 - January 2010
Morgan Stanley January 2004 - April 2006
Skills
Leadership, Financial Services, Investments, Sales, Relationship Management, Entrepreneurship, Performance Motivation
Education
University of Arizona 2001 — 2006
B.S. Economics, Criminal Justice
Scottrade December 2013 - Present
Vanguard January 2010 - December 2013
Vanguard January 2007 - January 2010
Morgan Stanley January 2004 - April 2006
Skills
Leadership, Financial Services, Investments, Sales, Relationship Management, Entrepreneurship, Performance Motivation
Education
University of Arizona 2001 — 2006
B.S. Economics, Criminal Justice
Sujan Baral Sujan Baral's Vanguard Experience June 2010 - July 2011
Job Sr. Software Engineer at Cengage Learning
Industry Education Management
Experience
Cengage Learning April 2014 - Present
American Express March 2013 - March 2014
Sirius XM Radio Inc. August 2012 - February 2013
John Deere July 2011 - August 2012
Vanguard June 2010 - July 2011
Bikalpa Software Pvt. Ltd 2007 - 2009
Skills
JSP, Spring, Java, Python, Node.js, AngularJS, XML, Java Enterprise Edition, Tomcat, Eclipse, JavaScript, SQL, Subversion, JSON, JUnit, Oracle, MySQL, Agile Methodologies, Web Services, Hibernate, Struts, Servlets, REST, Web Applications, Design Patterns, Maven, JDBC, AJAX, Git, UML, C++, jQuery, SOA, iPhone Application..., JSF, MVC, JBoss Application Server, Android, Object Oriented Design, Spring Framework, OSGi, Apache Camel, Objective-C
Education
Tribhuvan Vishwavidalaya 2004 — 2008
Bachelor of Engineering (BEng), Electrical and Electronics Engineering
Cengage Learning April 2014 - Present
American Express March 2013 - March 2014
Sirius XM Radio Inc. August 2012 - February 2013
John Deere July 2011 - August 2012
Vanguard June 2010 - July 2011
Bikalpa Software Pvt. Ltd 2007 - 2009
Skills
JSP, Spring, Java, Python, Node.js, AngularJS, XML, Java Enterprise Edition, Tomcat, Eclipse, JavaScript, SQL, Subversion, JSON, JUnit, Oracle, MySQL, Agile Methodologies, Web Services, Hibernate, Struts, Servlets, REST, Web Applications, Design Patterns, Maven, JDBC, AJAX, Git, UML, C++, jQuery, SOA, iPhone Application..., JSF, MVC, JBoss Application Server, Android, Object Oriented Design, Spring Framework, OSGi, Apache Camel, Objective-C
Education
Tribhuvan Vishwavidalaya 2004 — 2008
Bachelor of Engineering (BEng), Electrical and Electronics Engineering
Ravi Tolani Ravi Tolani's Vanguard Experience 2012 - 2013
Job Analyst at The Vanguard Group
Industry Investment Management
Experience
The Vanguard Group July 2011 - Present
Vanguard 2012 - 2013
Skills
Bloomberg, Series 7, Series 63, Mutual Funds, Investments, ETFs, Financial Modeling, Valuation, Financial Market...
Education
University of South Carolina - The Moore School of Business 2007 — 2011
Bachelor of Science (B.S.), Majors: Accounting, Finance, and Management Minor: Spanish
Universidad Francisco de Vitoria 2009 — 2009
The Vanguard Group July 2011 - Present
Vanguard 2012 - 2013
Skills
Bloomberg, Series 7, Series 63, Mutual Funds, Investments, ETFs, Financial Modeling, Valuation, Financial Market...
Education
University of South Carolina - The Moore School of Business 2007 — 2011
Bachelor of Science (B.S.), Majors: Accounting, Finance, and Management Minor: Spanish
Universidad Francisco de Vitoria 2009 — 2009
Brett Woodman's Vanguard Experience October 2013 - Present
Job Investment Professional at Vanguard
Industry Financial Services
Experience
Vanguard October 2013 - Present
The UPS Store May 2009 - December 2013
Sunrise Park Resort January 2007 - January 2011
Skills
Microsoft Office, Photoshop, Series 7, Series 63, Spanish, Business Administration, AASI Cert. Level 1, Adobe Acrobat, Adobe Premiere Elements, Microsoft Publisher, Lotus Notes
Education
University of Arizona 2009 — 2013
Bachelor of Arts, Economics in the College of Social and Behavioral Sciences, Senior
Vanguard October 2013 - Present
The UPS Store May 2009 - December 2013
Sunrise Park Resort January 2007 - January 2011
Skills
Microsoft Office, Photoshop, Series 7, Series 63, Spanish, Business Administration, AASI Cert. Level 1, Adobe Acrobat, Adobe Premiere Elements, Microsoft Publisher, Lotus Notes
Education
University of Arizona 2009 — 2013
Bachelor of Arts, Economics in the College of Social and Behavioral Sciences, Senior
Rebecca Weber Rebecca Weber's Vanguard Experience June 1998 - March 2002
Job Senior Program Coordinator at Bill & Melinda Gates Foundation
Industry Philanthropy
Experience
Bill & Melinda Gates Foundation June 2015 - Present
Bill & Melinda Gates Foundation February 2009 - Present
Bill & Melinda Gates Foundation February 2004 - February 2009
The Vanguard Group March 2002 - July 2003
Vanguard June 1998 - March 2002
U. S. Navy May 1990 - May 1998
Skills
Program Management, Nonprofits, Program Development, Community Outreach, Philanthropy, Public Policy, Grants, International Relations, Project Management
Education
University of Rhode Island 1996 — 1998
Masters, Business Administration
United States Naval Academy 1986 — 1990
B.S., Political Science
Bill & Melinda Gates Foundation June 2015 - Present
Bill & Melinda Gates Foundation February 2009 - Present
Bill & Melinda Gates Foundation February 2004 - February 2009
The Vanguard Group March 2002 - July 2003
Vanguard June 1998 - March 2002
U. S. Navy May 1990 - May 1998
Skills
Program Management, Nonprofits, Program Development, Community Outreach, Philanthropy, Public Policy, Grants, International Relations, Project Management
Education
University of Rhode Island 1996 — 1998
Masters, Business Administration
United States Naval Academy 1986 — 1990
B.S., Political Science
Erin Hester's Vanguard Experience July 2015 - Present
Job Financial Investment Representative
Industry Financial Services
Experience
Vanguard July 2015 - Present
Wells Fargo February 2013 - July 2015
Wells Fargo May 2007 - January 2013
Skills
Investments, Investment Strategies, Investment Management, Loans, Credit, Banking, Commercial Lending, Small Business Lending, Commercial Banking, Credit Analysis, Portfolio Management, Consumer Lending, Relationship Management, Loan Origination, Management, Financial Services, Risk Management, Finance, Credit Risk, Lines Of Credit
Education
University of Phoenix 2008 — 2010
Master's degree, Business Administration and Management, General
University of Alaska Anchorage 1998 — 2002
Bachelor's degree, Public Relations, Advertising, and Applied Communication
Vanguard July 2015 - Present
Wells Fargo February 2013 - July 2015
Wells Fargo May 2007 - January 2013
Skills
Investments, Investment Strategies, Investment Management, Loans, Credit, Banking, Commercial Lending, Small Business Lending, Commercial Banking, Credit Analysis, Portfolio Management, Consumer Lending, Relationship Management, Loan Origination, Management, Financial Services, Risk Management, Finance, Credit Risk, Lines Of Credit
Education
University of Phoenix 2008 — 2010
Master's degree, Business Administration and Management, General
University of Alaska Anchorage 1998 — 2002
Bachelor's degree, Public Relations, Advertising, and Applied Communication
William Carr William Carr's Vanguard Experience October 2011 - Present
Job Senior Writer at Vanguard
Industry Writing and Editing
Experience
Vanguard October 2011 - Present
HSBC Private Bank (Suisse) March 2007 - August 2008
Lombard Odier Darier Hentsch & Cie March 2000 - December 2006
Credit Agricole Indosuez August 1998 - February 2000
UBP April 1997 - July 1998
Neal McInerney Investor Relations October 1996 - January 1997
IMD February 1996 - April 1996
Skills
Editing, Web Analytics, Integrated Marketing, Proofreading, Research, Storytelling, Analysis, Corporate Communications, Asset Managment, Marketing Communications, Journalism, SEO, Social Media, Marketing, Internal Communications, Blogging, Copy Editing, Newsletters, Media Relations, Publishing
Education
European University 1995 — 1997
MA, Business Communication & PR
University of Alberta 1986 — 1988
B.Ed, Education
University of Alberta 1982 — 1986
BA, English
University of San Francisco 2009 — 2010
Master's Certificate, Integrated Marketing
Vanguard October 2011 - Present
HSBC Private Bank (Suisse) March 2007 - August 2008
Lombard Odier Darier Hentsch & Cie March 2000 - December 2006
Credit Agricole Indosuez August 1998 - February 2000
UBP April 1997 - July 1998
Neal McInerney Investor Relations October 1996 - January 1997
IMD February 1996 - April 1996
Skills
Editing, Web Analytics, Integrated Marketing, Proofreading, Research, Storytelling, Analysis, Corporate Communications, Asset Managment, Marketing Communications, Journalism, SEO, Social Media, Marketing, Internal Communications, Blogging, Copy Editing, Newsletters, Media Relations, Publishing
Education
European University 1995 — 1997
MA, Business Communication & PR
University of Alberta 1986 — 1988
B.Ed, Education
University of Alberta 1982 — 1986
BA, English
University of San Francisco 2009 — 2010
Master's Certificate, Integrated Marketing
David Bonnem David Bonnem's Vanguard Experience May 2014 - October 2014
Job Associate Search Analyst at Communications Media, Inc.
Industry Online Media
Experience
Communications Media, Inc. October 2014 - Present
Vanguard May 2014 - October 2014
Vanguard November 2013 - May 2014
echo strategic consultants llc May 2013 - August 2013
Cephalon May 2011 - August 2011
Cephalon May 2010 - August 2010
Downingtown Area Recreational Consortium June 2006 - August 2009
American Eagle Outfitters October 2008 - February 2009
Skills
Microsoft Office, Spanish, Marketing Research, Sales, Data Analysis, PowerPoint, Teamwork, Microsoft Excel, Social Media, Microsoft Word, Public Speaking, Time Management, Experience with..., Experience with..., Analytics, Experience with..., Detail-oriented, Results-oriented
Education
University of Pittsburgh 2009 — 2013
Finance and Marketing
Universitat de Barcelona 2011 — 2011
Study Abroad, Spanish Language & Hispanic Studies
Downingtown High School West Campus 2005 — 2009
High School
Communications Media, Inc. October 2014 - Present
Vanguard May 2014 - October 2014
Vanguard November 2013 - May 2014
echo strategic consultants llc May 2013 - August 2013
Cephalon May 2011 - August 2011
Cephalon May 2010 - August 2010
Downingtown Area Recreational Consortium June 2006 - August 2009
American Eagle Outfitters October 2008 - February 2009
Skills
Microsoft Office, Spanish, Marketing Research, Sales, Data Analysis, PowerPoint, Teamwork, Microsoft Excel, Social Media, Microsoft Word, Public Speaking, Time Management, Experience with..., Experience with..., Analytics, Experience with..., Detail-oriented, Results-oriented
Education
University of Pittsburgh 2009 — 2013
Finance and Marketing
Universitat de Barcelona 2011 — 2011
Study Abroad, Spanish Language & Hispanic Studies
Downingtown High School West Campus 2005 — 2009
High School
Gina Allocca's Vanguard Experience Retirement Plan SpecialistPension Strategies, LLCJanuary 2005 - January 2007
Job Supervisor at Vanguard
Industry Financial Services
Experience
Vanguard Retirement Plan SpecialistPension Strategies, LLCJanuary 2005 - January 2007
Skills
Financial Services, Investments, People Development, Management, Customer Service, Finance, Leadership, Microsoft Excel, Mutual Funds, Relationship Management, Series 6, Series 63
Education
Tulane University 2000 — 2004
Bachelor of Arts (BA), Spanish and Latin American Studies
Vanguard Retirement Plan SpecialistPension Strategies, LLCJanuary 2005 - January 2007
Skills
Financial Services, Investments, People Development, Management, Customer Service, Finance, Leadership, Microsoft Excel, Mutual Funds, Relationship Management, Series 6, Series 63
Education
Tulane University 2000 — 2004
Bachelor of Arts (BA), Spanish and Latin American Studies
Keenon Rush Keenon Rush's Vanguard Experience August 2014 - Present
Job Client Relations Specialist at Vanguard
Industry Financial Services
Experience
Vanguard August 2014 - Present
Sid Mashburn and Ann Mashburn May 2014 - August 2014
Wake Forest University May 2013 - May 2014
Northwestern Mutual June 2013 - March 2014
CITYCESA S.A. July 2013 - September 2013
Wake Forest University August 2012 - December 2012
Skills
Event Planning, Management, Research, Public Speaking, PowerPoint, Social Media, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Financial Analysis, Event Management, Nonprofits, Photoshop, Public Relations, Team Leadership, Analytic Problem Solving, Critical Thinking, International Relations, International Trade, International Business, Bilingual Communications, Editing, Bilingual-English/Spanis..., Financial Services, Strategic Planning, Communication, Account Management, Information Technology, Technology, Pro Tools, Final Cut Pro, Photography, Music Production, Audio Post Production, musical engineering, Leadership, Social Networking, Facebook, Time Management, Social Media Marketing, Marketing, Teamwork
Education
Wake Forest University 2010 — 2014
Bachelor of Arts (B.A.) Economics , Spanish
Universidad de Salamanca 2013 — 2013
Spanish in Business, Cultural Studies/Critical Theory and Analysis
The McCallie School 2006 — 2010
HS Diploma
Vanguard August 2014 - Present
Sid Mashburn and Ann Mashburn May 2014 - August 2014
Wake Forest University May 2013 - May 2014
Northwestern Mutual June 2013 - March 2014
CITYCESA S.A. July 2013 - September 2013
Wake Forest University August 2012 - December 2012
Skills
Event Planning, Management, Research, Public Speaking, PowerPoint, Social Media, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Financial Analysis, Event Management, Nonprofits, Photoshop, Public Relations, Team Leadership, Analytic Problem Solving, Critical Thinking, International Relations, International Trade, International Business, Bilingual Communications, Editing, Bilingual-English/Spanis..., Financial Services, Strategic Planning, Communication, Account Management, Information Technology, Technology, Pro Tools, Final Cut Pro, Photography, Music Production, Audio Post Production, musical engineering, Leadership, Social Networking, Facebook, Time Management, Social Media Marketing, Marketing, Teamwork
Education
Wake Forest University 2010 — 2014
Bachelor of Arts (B.A.) Economics , Spanish
Universidad de Salamanca 2013 — 2013
Spanish in Business, Cultural Studies/Critical Theory and Analysis
The McCallie School 2006 — 2010
HS Diploma
Samantha Burns Samantha Burns's Vanguard Experience August 2014 - Present
Job Client Relationship Associate at Vanguard
Industry Market Research
Experience
Vanguard August 2014 - Present
University of Delaware September 2012 - May 2014
Bloom Metz Consulting February 2013 - May 2013
The Garr Group, Inc. June 2011 - February 2012
Classic Cake June 2008 - October 2009
Skills
Spanish, PowerPoint, Microsoft Office, Facebook, Customer Service, Social Media, Social Networking, SPSS, Research, Marketing, Time Management, Nonprofits, Social Media Marketing, Microsoft Word, Marketing Strategy, Public Speaking, Marketing Research, Event Planning, SEO, Data Analysis, Communication Skills, Project Management, Relationship Management, Business Acumen, 529 Plans, Retirement Planning, Investment Management, CRM
Education
University of Delaware - Lerner College of Business and Economics 2010 — 2014
Bachelor of Science (B.S.), Marketing, Senior
Universidad de Salamanca 2013 — 2013
Spanish Language and Literature
Vanguard August 2014 - Present
University of Delaware September 2012 - May 2014
Bloom Metz Consulting February 2013 - May 2013
The Garr Group, Inc. June 2011 - February 2012
Classic Cake June 2008 - October 2009
Skills
Spanish, PowerPoint, Microsoft Office, Facebook, Customer Service, Social Media, Social Networking, SPSS, Research, Marketing, Time Management, Nonprofits, Social Media Marketing, Microsoft Word, Marketing Strategy, Public Speaking, Marketing Research, Event Planning, SEO, Data Analysis, Communication Skills, Project Management, Relationship Management, Business Acumen, 529 Plans, Retirement Planning, Investment Management, CRM
Education
University of Delaware - Lerner College of Business and Economics 2010 — 2014
Bachelor of Science (B.S.), Marketing, Senior
Universidad de Salamanca 2013 — 2013
Spanish Language and Literature
David Barta David Barta's Vanguard Experience February 2013 - August 2014
Job Portfolio Manager Intern at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors June 2015 - Present
Vanguard February 2013 - August 2014
US Airways August 2011 - January 2013
Delta Air Lines June 2008 - July 2011
University of Minnesota August 2006 - May 2008
Thomson Reuters May 2006 - August 2006
University of Minnesota September 2004 - May 2006
Skills
Data Analysis, Process Improvement, Business Analysis, Team Leadership, Leadership, CRM, Operations Management, Analysis, Program Management, Cross-functional Team..., Business Process..., Strategy, Project Management, Competitive Analysis, Management Consulting, Microsoft Excel
Education
UCLA Anderson School of Management 2014 — 2016
MBA, Investments and Securities
University of Minnesota-Twin Cities 2004 — 2008
BS Honors, Mathematics, Computer Science
Dimensional Fund Advisors June 2015 - Present
Vanguard February 2013 - August 2014
US Airways August 2011 - January 2013
Delta Air Lines June 2008 - July 2011
University of Minnesota August 2006 - May 2008
Thomson Reuters May 2006 - August 2006
University of Minnesota September 2004 - May 2006
Skills
Data Analysis, Process Improvement, Business Analysis, Team Leadership, Leadership, CRM, Operations Management, Analysis, Program Management, Cross-functional Team..., Business Process..., Strategy, Project Management, Competitive Analysis, Management Consulting, Microsoft Excel
Education
UCLA Anderson School of Management 2014 — 2016
MBA, Investments and Securities
University of Minnesota-Twin Cities 2004 — 2008
BS Honors, Mathematics, Computer Science
Barbara Delaney Barbara Delaney's Vanguard Experience February 2012 - Present
Job Senior Manager of Internal Audit at Vanguard
Industry Financial Services
Experience
Vanguard February 2012 - Present
Vanguard October 2008 - February 2012
Susquehanna International Group, LLP (SIG) April 1994 - February 2001
Skills
Risk Management, Problem Solving, People Management, Financial Services, Investments, Equities, Finance, Auditing, Process Improvement, Project Management, Series 7, Internal Controls, Internal Audit, Leadership
Education
Villanova University 1996 — 2000
Master of Business Administration (MBA), Finance, General
SUNY Albany 1990 — 1993
Bachelor of Arts (BA), Economics
Vanguard February 2012 - Present
Vanguard October 2008 - February 2012
Susquehanna International Group, LLP (SIG) April 1994 - February 2001
Skills
Risk Management, Problem Solving, People Management, Financial Services, Investments, Equities, Finance, Auditing, Process Improvement, Project Management, Series 7, Internal Controls, Internal Audit, Leadership
Education
Villanova University 1996 — 2000
Master of Business Administration (MBA), Finance, General
SUNY Albany 1990 — 1993
Bachelor of Arts (BA), Economics
Elizabeth Peck Elizabeth Peck's Vanguard Experience June 2013 - Present
Job Retail Client Account Services at Vanguard
Industry Financial Services
Experience
Vanguard June 2013 - Present
Cultural Care Au Pair January 2011 - June 2013
BDS Marketing November 2007 - June 2013
Merrill Edge September 2012 - January 2013
IES Commercial March 2011 - September 2012
Arizona Teaching Fellows August 2009 - May 2010
Winick Realty Group January 2008 - November 2008
Travel Dynamics International August 2006 - December 2007
Mokwon University February 2003 - February 2005
Skills
Finance, Mutual Funds, Nonprofits, Team Leadership, Time Management, Process Improvement, Customer Service, Series 7, Series 63
Education
Thunderbird School of Global Management 2014 — 2016
Global Master of Business Administration, International Business - Regional Business Environment Trips to Lima and Prague
Union College 1998 — 2002
Bachelor of Arts (B.A.), English Language and Literature, General, Term Abroad '00 in Hirikata, Osaka, Japan at Kansai Gaidai University
Vanguard June 2013 - Present
Cultural Care Au Pair January 2011 - June 2013
BDS Marketing November 2007 - June 2013
Merrill Edge September 2012 - January 2013
IES Commercial March 2011 - September 2012
Arizona Teaching Fellows August 2009 - May 2010
Winick Realty Group January 2008 - November 2008
Travel Dynamics International August 2006 - December 2007
Mokwon University February 2003 - February 2005
Skills
Finance, Mutual Funds, Nonprofits, Team Leadership, Time Management, Process Improvement, Customer Service, Series 7, Series 63
Education
Thunderbird School of Global Management 2014 — 2016
Global Master of Business Administration, International Business - Regional Business Environment Trips to Lima and Prague
Union College 1998 — 2002
Bachelor of Arts (B.A.), English Language and Literature, General, Term Abroad '00 in Hirikata, Osaka, Japan at Kansai Gaidai University
Kelly Johnson, CFP® Kelly Johnson, CFP®'s Vanguard Experience May 2014 - Present
Job Financial Advisor at Vanguard
Industry Financial Services
Experience
Vanguard May 2014 - Present
Vanguard February 2014 - May 2014
Vanguard May 2013 - February 2014
Vanguard September 2008 - May 2013
Vanguard October 2007 - September 2008
Broderick Group April 2007 - July 2007
Equity Office Properties November 2006 - April 2007
Alliance Flooring May 2005 - September 2006
Education
University of Arizona 2001 — 2004
B.A., English
Vanguard May 2014 - Present
Vanguard February 2014 - May 2014
Vanguard May 2013 - February 2014
Vanguard September 2008 - May 2013
Vanguard October 2007 - September 2008
Broderick Group April 2007 - July 2007
Equity Office Properties November 2006 - April 2007
Alliance Flooring May 2005 - September 2006
Education
University of Arizona 2001 — 2004
B.A., English
Luis Alejandro Avellana Luis Alejandro Avellana's Vanguard Experience July 2014 - Present
Job Fund Financial Analyst at Vanguard
Industry Financial Services
Experience
Vanguard July 2014 - Present
Vanguard July 2013 - July 2014
Vanguard May 2012 - May 2013
Villanova University August 2009 - May 2013
Fábrica Maravillas September 2011 - December 2011
Villanova University August 2010 - May 2011
Villanova School of Law Farmworker Legal Aid Clinic September 2010 - December 2010
Skills
Spanish, Access, Microsoft Excel, Team Leadership, Finance, Management, PowerPoint, Data Analysis, Teamwork, Research, Leadership, Public Speaking, Microsoft Office
Education
Villanova University 2009 — 2013
Bachelor of Business Administration, Finance
Universidad Carlos III de Madrid 2011 — 2011
Business
Vanguard July 2014 - Present
Vanguard July 2013 - July 2014
Vanguard May 2012 - May 2013
Villanova University August 2009 - May 2013
Fábrica Maravillas September 2011 - December 2011
Villanova University August 2010 - May 2011
Villanova School of Law Farmworker Legal Aid Clinic September 2010 - December 2010
Skills
Spanish, Access, Microsoft Excel, Team Leadership, Finance, Management, PowerPoint, Data Analysis, Teamwork, Research, Leadership, Public Speaking, Microsoft Office
Education
Villanova University 2009 — 2013
Bachelor of Business Administration, Finance
Universidad Carlos III de Madrid 2011 — 2011
Business
Kelly Weiland Kelly Weiland's Vanguard Experience June 2014 - September 2014
Job Graphic Designer at PJM Interconnection
Industry Graphic Design
Experience
PJM Interconnection October 2014 - Present
Vanguard June 2014 - September 2014
The Cheesecake Factory September 2012 - May 2014
Eagle Eye Associates June 2010 - January 2014
Skills
Illustrator, InDesign, Photoshop, Graphic Design, Adobe Creative Suite, Microsoft Office, Social Media, Marketing Communications, Interpersonal Skill, PowerPoint, Microsoft Word
Education
Towson University 2010 — 2014
Bachelor of Fine Arts (BFA), Graphic Design
PJM Interconnection October 2014 - Present
Vanguard June 2014 - September 2014
The Cheesecake Factory September 2012 - May 2014
Eagle Eye Associates June 2010 - January 2014
Skills
Illustrator, InDesign, Photoshop, Graphic Design, Adobe Creative Suite, Microsoft Office, Social Media, Marketing Communications, Interpersonal Skill, PowerPoint, Microsoft Word
Education
Towson University 2010 — 2014
Bachelor of Fine Arts (BFA), Graphic Design
Ian Lund's Vanguard Experience August 2015 - Present
Job Insurance | Financial Services | Sales Professional
Industry Financial Services
Experience
Vanguard August 2015 - Present
State Farm September 2013 - July 2015
Red Ventures July 2013 - September 2013
University of Alabama August 2011 - May 2013
MSI-Viking Gage LLC December 2009 - December 2012
Southlund Inc May 2004 - August 2008
Skills
Strategic Communications, Engaging Public Speaker, Crisis Communications, Organizational..., Motivational Speaking, Insurance Consulting, Sales, Property & Casualty..., Insurance, Entrepreneurship, Business Strategy, Corporate Communications, Insurance Training, New Client Prospecting, Public Speaking, Customer Service, Business Development, Marketing Communications, Microsoft Excel, Microsoft Word, Team Building, Business Analysis, Sales Operations, Licensed Property &..., Insurance Brokerage, Life Insurance, Umbrella Insurance, Insurance Law, Sales Process, Strategic Prospecting, Pipeline Growth, Prospect Qualification, Question Based Selling, Database Administration, Price-to-Win, Customer Retention, Opportunity..., Project Management, Market Analysis, Logistics, Microsoft Office, Leadership, Series 7, Personal Finance, Personal Development
Education
University of Alabama 2008 — 2013
Bachelor of Arts Degree, Communication Studies; Organizational & Professional Communication
Wando High School 2004 — 2008
High School Diploma
Vanguard August 2015 - Present
State Farm September 2013 - July 2015
Red Ventures July 2013 - September 2013
University of Alabama August 2011 - May 2013
MSI-Viking Gage LLC December 2009 - December 2012
Southlund Inc May 2004 - August 2008
Skills
Strategic Communications, Engaging Public Speaker, Crisis Communications, Organizational..., Motivational Speaking, Insurance Consulting, Sales, Property & Casualty..., Insurance, Entrepreneurship, Business Strategy, Corporate Communications, Insurance Training, New Client Prospecting, Public Speaking, Customer Service, Business Development, Marketing Communications, Microsoft Excel, Microsoft Word, Team Building, Business Analysis, Sales Operations, Licensed Property &..., Insurance Brokerage, Life Insurance, Umbrella Insurance, Insurance Law, Sales Process, Strategic Prospecting, Pipeline Growth, Prospect Qualification, Question Based Selling, Database Administration, Price-to-Win, Customer Retention, Opportunity..., Project Management, Market Analysis, Logistics, Microsoft Office, Leadership, Series 7, Personal Finance, Personal Development
Education
University of Alabama 2008 — 2013
Bachelor of Arts Degree, Communication Studies; Organizational & Professional Communication
Wando High School 2004 — 2008
High School Diploma
Jennifer Polera Jennifer Polera's Vanguard Experience 2013 - 2013
Job Enterprise Licensing Sales at Microsoft
Industry Computer Software
Experience
Microsoft June 2014 - Present
North Carolina Journal of Law & Technology 2011 - 2014
Vanguard 2013 - 2013
Hedrick Gardner Kincheloe & Garofalo 2012 - 2012
U.S. District Court for the Eastern District of Michigan 2011 - 2011
Duke University 2009 - 2010
Education
UNC Kenan-Flagler Business School 2012 — 2014
Master of Business Administration (MBA)
University of North Carolina School of Law 2010 — 2014
Doctor of Law (JD)
University of North Carolina at Chapel Hill 2005 — 2009
B.A., Sociology, Spanish
Universidad de Sevilla 2006 — 2006
Microsoft June 2014 - Present
North Carolina Journal of Law & Technology 2011 - 2014
Vanguard 2013 - 2013
Hedrick Gardner Kincheloe & Garofalo 2012 - 2012
U.S. District Court for the Eastern District of Michigan 2011 - 2011
Duke University 2009 - 2010
Education
UNC Kenan-Flagler Business School 2012 — 2014
Master of Business Administration (MBA)
University of North Carolina School of Law 2010 — 2014
Doctor of Law (JD)
University of North Carolina at Chapel Hill 2005 — 2009
B.A., Sociology, Spanish
Universidad de Sevilla 2006 — 2006
Kamaila Sanders's Vanguard Experience August 2013 - Present
Job Investment Specialist at Vanguard
Industry Investment Management
Experience
Vanguard August 2013 - Present
WizeHive October 2012 - August 2013
University City District June 2012 - August 2012
Business Insider January 2012 - May 2012
University of Pennsylvania 2010 - 2012
Research For Action September 2010 - December 2011
The Wharton School June 2011 - August 2011
Arizona House of Representatives January 2010 - May 2010
UA Residence Life 2008 - 2009
Skills
Data Analysis, Marketing Automation, Marketing Strategy, Email Marketing, Digital Marketing, CRM databases, Lead Generation, Digital Media, Customer Service, Legislative Affairs, Qualitative Research, Project Management, Microsoft Excel, Government, HTML, CSS, Wordpress, Final Cut Pro, Adobe Photoshop, SPSS, Digital Photography, Leadership, Writing, Public Speaking, Social Media, Entrepreneurship, Corporate Blogging, Sales Prospecting
Education
University of Pennsylvania 2010 — 2012
Master of Science (M.S.), Education
University of Arizona 2005 — 2010
Bachelor of Arts (B.A.), Philosophy, Economics
Vanguard August 2013 - Present
WizeHive October 2012 - August 2013
University City District June 2012 - August 2012
Business Insider January 2012 - May 2012
University of Pennsylvania 2010 - 2012
Research For Action September 2010 - December 2011
The Wharton School June 2011 - August 2011
Arizona House of Representatives January 2010 - May 2010
UA Residence Life 2008 - 2009
Skills
Data Analysis, Marketing Automation, Marketing Strategy, Email Marketing, Digital Marketing, CRM databases, Lead Generation, Digital Media, Customer Service, Legislative Affairs, Qualitative Research, Project Management, Microsoft Excel, Government, HTML, CSS, Wordpress, Final Cut Pro, Adobe Photoshop, SPSS, Digital Photography, Leadership, Writing, Public Speaking, Social Media, Entrepreneurship, Corporate Blogging, Sales Prospecting
Education
University of Pennsylvania 2010 — 2012
Master of Science (M.S.), Education
University of Arizona 2005 — 2010
Bachelor of Arts (B.A.), Philosophy, Economics
Jeremy Wilmerding Jeremy Wilmerding's Vanguard Experience October 1995 - April 1998
Job Director of Advisory Services at WrapManager, Inc
Industry Financial Services
Experience
WrapManager, Inc January 2015 - Present
Genworth Financial June 1998 - 2013
Vanguard October 1995 - April 1998
Skills
Customer Relations, Customer Service, Microsoft Office, Asset Management, Team Building, Team Leadership, Salesforce.com, Customer Satisfaction, Relationship Management, Wealth Management, Contact Center..., Knowledge Management, Customer Experience..., Strategic Partnerships, Contact Center..., Organizational..., KCS, Coaching, Call Monitoring, Excel, Word, Budget Monitoring, Investments, Employee Training, Call Centers, Financial Services, Process Improvement, Management, Leadership, Microsoft Word, Business Analysis, Microsoft Excel, Budgets, Insurance, Analysis, Strategic Planning, Project Management
Education
Trinity College-Hartford 1991 — 1995
Bachelor of Arts (BA), Economics
WrapManager, Inc January 2015 - Present
Genworth Financial June 1998 - 2013
Vanguard October 1995 - April 1998
Skills
Customer Relations, Customer Service, Microsoft Office, Asset Management, Team Building, Team Leadership, Salesforce.com, Customer Satisfaction, Relationship Management, Wealth Management, Contact Center..., Knowledge Management, Customer Experience..., Strategic Partnerships, Contact Center..., Organizational..., KCS, Coaching, Call Monitoring, Excel, Word, Budget Monitoring, Investments, Employee Training, Call Centers, Financial Services, Process Improvement, Management, Leadership, Microsoft Word, Business Analysis, Microsoft Excel, Budgets, Insurance, Analysis, Strategic Planning, Project Management
Education
Trinity College-Hartford 1991 — 1995
Bachelor of Arts (BA), Economics
Laura Symon Browne, CFP®, ChFC®'s Vanguard Experience May 1998 - Present
Job Principal at Vanguard
Industry Financial Services
Experience
Vanguard May 1998 - Present
Towers Watson May 1993 - May 1998
Boyce & Associates, Inc. August 1992 - May 1993
Skills
Investment Strategies, ETFs, Retirement Planning, Leadership, Certified Financial..., Strategic Planning, Change Management, Operational Excellence, Risk Management, Asset Management, Financial Planning, Investment Advisory, Portfolio Management, Equities
Education
Tulane University 1990 — 1992
B.S., Mathematical Economics, cum laude
St. Teresa's Academy 1986 — 1990
Vanguard May 1998 - Present
Towers Watson May 1993 - May 1998
Boyce & Associates, Inc. August 1992 - May 1993
Skills
Investment Strategies, ETFs, Retirement Planning, Leadership, Certified Financial..., Strategic Planning, Change Management, Operational Excellence, Risk Management, Asset Management, Financial Planning, Investment Advisory, Portfolio Management, Equities
Education
Tulane University 1990 — 1992
B.S., Mathematical Economics, cum laude
St. Teresa's Academy 1986 — 1990
Jake Buttery Jake Buttery's Vanguard Experience August 2012 - August 2014
Job Intern at Student Conservation Association
Industry Financial Services
Experience
Student Conservation Association August 2014 - July 2015
Vanguard August 2012 - August 2014
University of Delaware June 2011 - May 2012
Kupiec Investment Group June 2011 - September 2011
University of Delaware June 2010 - August 2010
Skills
Information Management, Pro Forma Statement..., Capital Budgeting, Customer Service, Data Analysis, Research
Education
Tulane University 2015 — 2018
Juris Doctor (J.D.), Law
University of Delaware - Lerner College of Business and Economics 2008 — 2012
BS, Finance
Student Conservation Association August 2014 - July 2015
Vanguard August 2012 - August 2014
University of Delaware June 2011 - May 2012
Kupiec Investment Group June 2011 - September 2011
University of Delaware June 2010 - August 2010
Skills
Information Management, Pro Forma Statement..., Capital Budgeting, Customer Service, Data Analysis, Research
Education
Tulane University 2015 — 2018
Juris Doctor (J.D.), Law
University of Delaware - Lerner College of Business and Economics 2008 — 2012
BS, Finance
Louis Margules's Vanguard Experience July 2014 - Present
Job The Vanguard Group
Industry Financial Services
Experience
Vanguard July 2014 - Present
Loyola University Maryland May 2013 - April 2014
Vanguard May 2013 - August 2013
Loyola University Maryland January 2013 - May 2013
Loyola University Maryland September 2011 - April 2013
Loyola University Maryland January 2011 - March 2013
Cheltenham Township Department of Parks and Recreation June 2010 - August 2012
Skills
Microsoft Office, Public Speaking, Team Leadership, Facebook, Writing, Team Management, Research, Teaching, PowerPoint, Social Networking, Leadership, Time Management, Microsoft Word, Access, Data Analysis
Education
Loyola University Maryland 2010 — 2014
Bachelor's Degree, Management with a Minor in Information Systems
University College Cork 2012 — 2012
Bachelor of Business Administration (BBA), Business Management
Vanguard July 2014 - Present
Loyola University Maryland May 2013 - April 2014
Vanguard May 2013 - August 2013
Loyola University Maryland January 2013 - May 2013
Loyola University Maryland September 2011 - April 2013
Loyola University Maryland January 2011 - March 2013
Cheltenham Township Department of Parks and Recreation June 2010 - August 2012
Skills
Microsoft Office, Public Speaking, Team Leadership, Facebook, Writing, Team Management, Research, Teaching, PowerPoint, Social Networking, Leadership, Time Management, Microsoft Word, Access, Data Analysis
Education
Loyola University Maryland 2010 — 2014
Bachelor's Degree, Management with a Minor in Information Systems
University College Cork 2012 — 2012
Bachelor of Business Administration (BBA), Business Management
Clodagh Sheridan Clodagh Sheridan's Vanguard Experience November 2014 - Present
Job Acceleration into Financial Professional Program (AFP) at Vanguard
Industry Investment Management
Experience
Vanguard November 2014 - Present
Vanguard December 2012 - October 2014
ANZ September 2012 - December 2012
State Street August 2010 - July 2012
Skills
Macro, Presentations, Bloomberg, Hedge Funds, Mutual Funds, Onsite Coordination, Derivatives, Account Reconciliation, Bank Reconciliation, FX Hedging, Liquidation, Microsoft Office, Pivot Tables, Teaching Adults, Cross Functional Team..., Compliance Testing, Lotus Notes, MIG, International Business..., Cross Cultural..., Investments, Asset Managment, Portfolio Management
Education
University College Dublin 2007 — 2010
Bachelor of Commerce, International Business
Coláiste Íosagáin 2001 — 2007
Leaving Certificate
Vanguard November 2014 - Present
Vanguard December 2012 - October 2014
ANZ September 2012 - December 2012
State Street August 2010 - July 2012
Skills
Macro, Presentations, Bloomberg, Hedge Funds, Mutual Funds, Onsite Coordination, Derivatives, Account Reconciliation, Bank Reconciliation, FX Hedging, Liquidation, Microsoft Office, Pivot Tables, Teaching Adults, Cross Functional Team..., Compliance Testing, Lotus Notes, MIG, International Business..., Cross Cultural..., Investments, Asset Managment, Portfolio Management
Education
University College Dublin 2007 — 2010
Bachelor of Commerce, International Business
Coláiste Íosagáin 2001 — 2007
Leaving Certificate
Alexis Gallego Alexis Gallego's Vanguard Experience November 2014 - December 2014
Job Clinic Manager/ Client Relationship Specialist
Industry Hospital & Health Care
Experience
Vanguard November 2014 - December 2014
n1 Health of Scottsdale June 2014 - November 2014
Pima Lung and Sleep 2011 - 2014
Arizona Lithographers 2010 - 2011
Sears Holdings Corporation 2009 - 2010
Coventry Health Care, an Aetna Company 2008 - 2009
Skills
Customer Service, Management, Statistical Reporting, Medical Records, Team Leadership, Leadership, Ethical Decision Making, Staff Development, Delegation, Front to Back Office, Office Administration, Clerical Skills, Hiring Personnel, Disciplinaries, User Manual Development, Procedure Development, ICD-9, Multi Tasking, Quality Auditing, Problem Solving, Active Listening, Interpersonal..., Medical Terminology, Customer Relations
Education
University of Arizona
Bachelor of Science (B.S.), Psychology
Vanguard November 2014 - December 2014
n1 Health of Scottsdale June 2014 - November 2014
Pima Lung and Sleep 2011 - 2014
Arizona Lithographers 2010 - 2011
Sears Holdings Corporation 2009 - 2010
Coventry Health Care, an Aetna Company 2008 - 2009
Skills
Customer Service, Management, Statistical Reporting, Medical Records, Team Leadership, Leadership, Ethical Decision Making, Staff Development, Delegation, Front to Back Office, Office Administration, Clerical Skills, Hiring Personnel, Disciplinaries, User Manual Development, Procedure Development, ICD-9, Multi Tasking, Quality Auditing, Problem Solving, Active Listening, Interpersonal..., Medical Terminology, Customer Relations
Education
University of Arizona
Bachelor of Science (B.S.), Psychology
Brent Causey Brent Causey's Vanguard Experience 2006 - 2008
Job Account and Product Manager, Alternative Fixed Income Products and Trade Finance
Industry Investment Management
Experience
LCMG 2014 - Present
Cargill - Trade and Structured Finance 2011 - 2014
Cargill - Trade and Structured Finance 2010 - 2011
Novariant, Inc. 2009 - 2009
JUMP Investors 2009 - 2009
Vanguard 2006 - 2008
Vanguard 2004 - 2006
Education
University of California, Los Angeles - The Anderson School of Management 2008 — 2010
M.B.A
University of Cape Town
M.B.A Exchange Program
University of Arizona, Eller College of Management 2000 — 2004
Bachelor of Science (B.S.) with Honors
LCMG 2014 - Present
Cargill - Trade and Structured Finance 2011 - 2014
Cargill - Trade and Structured Finance 2010 - 2011
Novariant, Inc. 2009 - 2009
JUMP Investors 2009 - 2009
Vanguard 2006 - 2008
Vanguard 2004 - 2006
Education
University of California, Los Angeles - The Anderson School of Management 2008 — 2010
M.B.A
University of Cape Town
M.B.A Exchange Program
University of Arizona, Eller College of Management 2000 — 2004
Bachelor of Science (B.S.) with Honors
John J Oberlies John J Oberlies's Vanguard Experience May 2014 - Present
Job Financial Analyst at Vanguard
Industry Financial Services
Experience
Vanguard May 2014 - Present
Energy Plus Company July 2012 - May 2014
Procura Management Inc March 2008 - July 2012
Philadelphia Eagles June 2006 - August 2006
NBC Sports June 2006 - August 2006
NBC Sports May 2005 - August 2005
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, Microsoft Office, PowerPoint, Forecasting, Finance, Great Plains Software, Budgets, Analysis, Marketing, Sales
Education
Saint Joseph's University - Erivan K. Haub School of Business 2009 — 2011
Master, Business Administration; Management
Fordham University - Gabelli School of Business 2003 — 2007
Bachelors of Science, Business Administration; duel; Finance/Marketing
University College Dublin 2006 — 2006
International Business
Haub School of BusinessMay 2011
Master, Business Administration; Management
Vanguard May 2014 - Present
Energy Plus Company July 2012 - May 2014
Procura Management Inc March 2008 - July 2012
Philadelphia Eagles June 2006 - August 2006
NBC Sports June 2006 - August 2006
NBC Sports May 2005 - August 2005
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, Microsoft Office, PowerPoint, Forecasting, Finance, Great Plains Software, Budgets, Analysis, Marketing, Sales
Education
Saint Joseph's University - Erivan K. Haub School of Business 2009 — 2011
Master, Business Administration; Management
Fordham University - Gabelli School of Business 2003 — 2007
Bachelors of Science, Business Administration; duel; Finance/Marketing
University College Dublin 2006 — 2006
International Business
Haub School of BusinessMay 2011
Master, Business Administration; Management
Justin Giakas's Vanguard Experience August 2013 - September 2014
Job Client Services Consultant at Preqin
Industry Venture Capital & Private Equity
Experience
Preqin September 2014 - Present
Vanguard August 2013 - September 2014
Buckman Buckman & Reid May 2012 - August 2012
Buckman Buckman & Reid May 2011 - August 2011
Peerless Beverage Company May 2010 - August 2010
Sands Beach Club May 2008 - August 2009
Skills
Sales, Customer Service, PowerPoint, CRM, Microsoft Excel, Alternative Assets, Leadership, New Business Development, Microsoft Office, Teamwork, Microsoft Word, Data Analysis, Investments, Healthcare, Outlook, Pharmaceutical Industry, Customer Satisfaction, Marketing, Time Management, Social Networking, Equities
Education
The University of Rhode Island- College of Business 2009 — 2013
Bachelor of Science, Business Administration
University of Rhode Island 2009 — 2013
Bachelor of Science (BS), Business Administration and Management, General
Universitat Autònoma de Barcelona
International Business
Red Bank Catholic High School 2005 — 2009
University of Rhode Island School of Business
Bachelor of Business Administration (B.B.A.)
Preqin September 2014 - Present
Vanguard August 2013 - September 2014
Buckman Buckman & Reid May 2012 - August 2012
Buckman Buckman & Reid May 2011 - August 2011
Peerless Beverage Company May 2010 - August 2010
Sands Beach Club May 2008 - August 2009
Skills
Sales, Customer Service, PowerPoint, CRM, Microsoft Excel, Alternative Assets, Leadership, New Business Development, Microsoft Office, Teamwork, Microsoft Word, Data Analysis, Investments, Healthcare, Outlook, Pharmaceutical Industry, Customer Satisfaction, Marketing, Time Management, Social Networking, Equities
Education
The University of Rhode Island- College of Business 2009 — 2013
Bachelor of Science, Business Administration
University of Rhode Island 2009 — 2013
Bachelor of Science (BS), Business Administration and Management, General
Universitat Autònoma de Barcelona
International Business
Red Bank Catholic High School 2005 — 2009
University of Rhode Island School of Business
Bachelor of Business Administration (B.B.A.)
Jordan Rishel's Vanguard Experience November 2013 - Present
Job Investment Professional at Vanguard
Industry Financial Services
Experience
Vanguard November 2013 - Present
Edward Jones June 2012 - November 2013
Epic June 2011 - April 2012
IBM May 2006 - May 2011
IBM May 2006 - May 2008
Skills
HTML, Lotus Notes, Financial Analysis, Java, Economics, Software Implementation, Project Implementation, Project Planning, Budgets
Education
University of Arizona, Eller College of Management 2009 — 2011
MBA, Finance
University of Arizona 2004 — 2009
BSBA, Economics
Harvard University Summer School 2003 — 2003
Philosophy
Vanguard November 2013 - Present
Edward Jones June 2012 - November 2013
Epic June 2011 - April 2012
IBM May 2006 - May 2011
IBM May 2006 - May 2008
Skills
HTML, Lotus Notes, Financial Analysis, Java, Economics, Software Implementation, Project Implementation, Project Planning, Budgets
Education
University of Arizona, Eller College of Management 2009 — 2011
MBA, Finance
University of Arizona 2004 — 2009
BSBA, Economics
Harvard University Summer School 2003 — 2003
Philosophy
Julie Acuna's Vanguard Experience July 2009 - Present
Job Call Quality Administrator at Vanguard
Industry Financial Services
Experience
Vanguard July 2009 - Present
Vanguard May 2006 - July 2009
Skills
Series 7, Series 63, Mutual Funds, Series 6, Asset Allocation, 401k, Retirement, Securities, Retirement Planning, Wealth Management, FINRA, Investment Strategies, Investment Advisory, Financial Services, Investments, Equities, Fixed Income, Alternative Investments
Education
University of North Carolina at Charlotte 2008 — 2011
Elementary Education
State University of New York at Albany 1999 — 2003
Bachelor of Arts (BA), Psychology
Vanguard July 2009 - Present
Vanguard May 2006 - July 2009
Skills
Series 7, Series 63, Mutual Funds, Series 6, Asset Allocation, 401k, Retirement, Securities, Retirement Planning, Wealth Management, FINRA, Investment Strategies, Investment Advisory, Financial Services, Investments, Equities, Fixed Income, Alternative Investments
Education
University of North Carolina at Charlotte 2008 — 2011
Elementary Education
State University of New York at Albany 1999 — 2003
Bachelor of Arts (BA), Psychology
Bryn Ellis Bryn Ellis's Vanguard Experience September 2015 - Present
Job Margins Supervisor, Vanguard Specialty Brokerage Operations
Industry Financial Services
Experience
Vanguard September 2015 - Present
Vanguard November 2013 - September 2015
Vanguard January 2012 - November 2013
Vanguard February 2010 - January 2012
Vanguard February 2008 - February 2010
Vanguard May 2007 - February 2008
Becket and Lee, LLP March 2005 - May 2007
Pennsylvania House Democratic Campaign Committee May 2004 - December 2004
TriVitaDerm, LLC August 2003 - May 2004
Tony Sanchez For Governor August 2002 - November 2002
Skills
Series 7, Series 63, Series 6, Mutual Funds, Investments, Coaching, Sales, Securities, Asset Allocation, Relationship Management, ETFs
Education
Trinity University 1999 — 2003
Bachelor of Arts (B.A.), Political Science and Government
Vanguard September 2015 - Present
Vanguard November 2013 - September 2015
Vanguard January 2012 - November 2013
Vanguard February 2010 - January 2012
Vanguard February 2008 - February 2010
Vanguard May 2007 - February 2008
Becket and Lee, LLP March 2005 - May 2007
Pennsylvania House Democratic Campaign Committee May 2004 - December 2004
TriVitaDerm, LLC August 2003 - May 2004
Tony Sanchez For Governor August 2002 - November 2002
Skills
Series 7, Series 63, Series 6, Mutual Funds, Investments, Coaching, Sales, Securities, Asset Allocation, Relationship Management, ETFs
Education
Trinity University 1999 — 2003
Bachelor of Arts (B.A.), Political Science and Government
Edward Lowndes Edward Lowndes's Vanguard Experience 2000 - 2000
Job Director of Operations at First Foundation Inc.
Industry Financial Services
Experience
First Foundation Inc. May 2014 - Present
First Foundation Inc. July 2013 - May 2014
Rice Hall James & Associates, LLC July 2010 - June 2013
Brandes Investment Partners January 2007 - June 2009
Brandes Investment Partners December 2003 - December 2006
Lockwood Financial 2002 - 2003
Lockwood Financial 2001 - 2002
Lockwood Financial 2000 - 2001
Vanguard 2000 - 2000
Vanguard 1999 - 2000
Skills
Access, Asset Management, Asset Managment, Bonds, Equities, Finance, Financial Analysis, Fixed Income, Investment Advisory, Investment Management, Investment Strategies, Investments, Mutual Funds
Education
United States Merchant Marine Academy 1985 — 1990
Bachelor of Science (B.S.), Marine Engineering
First Foundation Inc. May 2014 - Present
First Foundation Inc. July 2013 - May 2014
Rice Hall James & Associates, LLC July 2010 - June 2013
Brandes Investment Partners January 2007 - June 2009
Brandes Investment Partners December 2003 - December 2006
Lockwood Financial 2002 - 2003
Lockwood Financial 2001 - 2002
Lockwood Financial 2000 - 2001
Vanguard 2000 - 2000
Vanguard 1999 - 2000
Skills
Access, Asset Management, Asset Managment, Bonds, Equities, Finance, Financial Analysis, Fixed Income, Investment Advisory, Investment Management, Investment Strategies, Investments, Mutual Funds
Education
United States Merchant Marine Academy 1985 — 1990
Bachelor of Science (B.S.), Marine Engineering
Dominic Salazar Dominic Salazar's Vanguard Experience February 2013 - Present
Job Retail Client Account Services at Vanguard
Industry Marketing and Advertising
Experience
Vanguard February 2013 - Present
Nuanced Media May 2012 - February 2013
Skills
Social Media Marketing, SEO, Market Research, Spanish, knowledgeable in SPSS, SPSS, SEO experience, spanish speaking, credit sales experience, market research lab..., some experience in..., Series 6, Series 63, AWD
Education
Thunderbird School of Global Management 2014 — 2016
Master of Business Administration (MBA), Global Management
University of Arizona 2007 — 2012
BSBA, Marketing
El Camino H.S. 2002 — 2007
Vanguard February 2013 - Present
Nuanced Media May 2012 - February 2013
Skills
Social Media Marketing, SEO, Market Research, Spanish, knowledgeable in SPSS, SPSS, SEO experience, spanish speaking, credit sales experience, market research lab..., some experience in..., Series 6, Series 63, AWD
Education
Thunderbird School of Global Management 2014 — 2016
Master of Business Administration (MBA), Global Management
University of Arizona 2007 — 2012
BSBA, Marketing
El Camino H.S. 2002 — 2007
Jennifer Attwood's Vanguard Experience September 2012 - Present
Job Processing Associate at Vanguard
Industry Financial Services
Experience
Vanguard September 2012 - Present
The University of Arizona August 2010 - May 2012
The University of Arizona January 2012 - March 2012
Arizona Blue Chip Program 2010 - 2011
Skills
Student Development, PowerPoint, Data Analysis, Event Planning
Education
University of Arizona 2008 — 2012
BSBA, Finance, General
University of Arizona, Eller College of Management 2008 — 2012
BA, Religious Studies
Vanguard September 2012 - Present
The University of Arizona August 2010 - May 2012
The University of Arizona January 2012 - March 2012
Arizona Blue Chip Program 2010 - 2011
Skills
Student Development, PowerPoint, Data Analysis, Event Planning
Education
University of Arizona 2008 — 2012
BSBA, Finance, General
University of Arizona, Eller College of Management 2008 — 2012
BA, Religious Studies
Ed Isaack Ed Isaack's Vanguard Experience July 2010 - January 2013
Job Director, ECM at Radian
Industry Insurance
Experience
Radian January 2013 - Present
Vanguard July 2010 - January 2013
Vanguard July 2007 - June 2010
Vanguard January 2002 - June 2007
Vanguard April 1999 - December 2001
Vanguard January 1999 - March 1999
Vanguard September 1997 - December 1998
US Healthcare March 1996 - September 1997
First USA March 1993 - March 1996
State of New Jersey December 1985 - March 1993
Skills
Enterprise Content..., Solution Architecture, Documentum, Document Management, Enterprise Software, Document Imaging, Workflow, FileNet
Education
Florence Township Memorial High School 1981 — 1984
Thomas Edison State College
Bachelor of Science, Business Administration
University of Maryland University College
Master of Science, Computer Systems Management
Radian January 2013 - Present
Vanguard July 2010 - January 2013
Vanguard July 2007 - June 2010
Vanguard January 2002 - June 2007
Vanguard April 1999 - December 2001
Vanguard January 1999 - March 1999
Vanguard September 1997 - December 1998
US Healthcare March 1996 - September 1997
First USA March 1993 - March 1996
State of New Jersey December 1985 - March 1993
Skills
Enterprise Content..., Solution Architecture, Documentum, Document Management, Enterprise Software, Document Imaging, Workflow, FileNet
Education
Florence Township Memorial High School 1981 — 1984
Thomas Edison State College
Bachelor of Science, Business Administration
University of Maryland University College
Master of Science, Computer Systems Management
Michelle Roussey Michelle Roussey's Vanguard Experience October 2014 - Present
Job Client Service Manager at Vanguard
Industry Financial Services
Experience
Vanguard October 2014 - Present
Vanguard August 2013 - Present
Vanguard October 2011 - Present
Vanguard May 2009 - October 2011
Vanguard May 2005 - May 2009
Vanguard June 2003 - May 2005
Skills
401(k) Industry, Sales Support, Marketing Communications, Competitive Intelligence, Strategy, Business Analysis, CRM, Business Strategy, Relationship Management, Sales Operations, Market Research, Sales, Strategic Planning, Marketing Strategy, Competitive Analysis, Cross-functional Team..., Internal Communications, Project Management, Salesforce.com, Business Development, Financial Services
Education
Villanova University 2011 — 2011
Mini-MBA
West Chester University of Pennsylvania
BA, Spanish and Communications
Universidad de Valladolid
Certificado, Spanish Fluency
Vanguard October 2014 - Present
Vanguard August 2013 - Present
Vanguard October 2011 - Present
Vanguard May 2009 - October 2011
Vanguard May 2005 - May 2009
Vanguard June 2003 - May 2005
Skills
401(k) Industry, Sales Support, Marketing Communications, Competitive Intelligence, Strategy, Business Analysis, CRM, Business Strategy, Relationship Management, Sales Operations, Market Research, Sales, Strategic Planning, Marketing Strategy, Competitive Analysis, Cross-functional Team..., Internal Communications, Project Management, Salesforce.com, Business Development, Financial Services
Education
Villanova University 2011 — 2011
Mini-MBA
West Chester University of Pennsylvania
BA, Spanish and Communications
Universidad de Valladolid
Certificado, Spanish Fluency
Barry Grossman, CFA's Vanguard Experience June 2003 - March 2006
Job Senior Investment Manager at Wells Fargo Bank
Industry Investment Management
Experience
Wells Fargo Bank March 2006 - Present
Vanguard June 2003 - March 2006
Skills
Asset Allocation, Bloomberg, Wealth Management, Portfolio Management, Investment Advisory, Investments, Wealth Management..., Mutual Funds, Strategic Financial..., Securities, Investment Management, Business Development, Investment Strategies, Valuation, Fixed Income, Equities, Hedge Funds, Asset Management, Alternative Investments, Financial Modeling, Retirement Planning, Financial Analysis, Capital Markets
Education
University of Arizona 1999 — 2003
Bachelors of Science, Finance
Wells Fargo Bank March 2006 - Present
Vanguard June 2003 - March 2006
Skills
Asset Allocation, Bloomberg, Wealth Management, Portfolio Management, Investment Advisory, Investments, Wealth Management..., Mutual Funds, Strategic Financial..., Securities, Investment Management, Business Development, Investment Strategies, Valuation, Fixed Income, Equities, Hedge Funds, Asset Management, Alternative Investments, Financial Modeling, Retirement Planning, Financial Analysis, Capital Markets
Education
University of Arizona 1999 — 2003
Bachelors of Science, Finance
Bianca White Bianca White's Vanguard Experience August 2014 - Present
Job Reconciliation Specialist at Vanguard
Industry Financial Services
Experience
Vanguard August 2014 - Present
Discover Financial Services April 2014 - September 2014
Charles Schwab June 2013 - November 2013
Dun and Bradstreet January 2013 - April 2013
Safeway June 2012 - December 2012
Humana June 2011 - April 2012
Skills
Portfolio Management, Investments, Strategic Financial..., Financial Analysis, Customer Service, Analysis, Loans, Finance, Management, Credit, Financial Planning, Financial Risk, Financial Services, Leadership, Risk Management, Banking
Education
Trinity Western University
Vanguard August 2014 - Present
Discover Financial Services April 2014 - September 2014
Charles Schwab June 2013 - November 2013
Dun and Bradstreet January 2013 - April 2013
Safeway June 2012 - December 2012
Humana June 2011 - April 2012
Skills
Portfolio Management, Investments, Strategic Financial..., Financial Analysis, Customer Service, Analysis, Loans, Finance, Management, Credit, Financial Planning, Financial Risk, Financial Services, Leadership, Risk Management, Banking
Education
Trinity Western University
Tom Pepe Tom Pepe's Vanguard Experience July 2008 - December 2008
Job Leads creative & technical people & projects to achieve brand & sales goals via full circle digital & print campaigns
Industry Insurance
Experience
USLI, A Berkshire Hathaway Company March 2009 - Present
Tom Pepe Design May 2008 - Present
Chester County Camera Club June 2013 - June 2014
Chester County Camera Club June 2012 - June 2013
Vanguard July 2008 - December 2008
IDS Scheer 2003 - 2008
selfemployed 2002 - 2003
United AG Producers 2001 - 2003
Avence Multimedia, Paris, France 1998 - 1999
Skills
Flash, Dreamweaver, CSS, HTML, QuarkXPress, InDesign, Illustrator, Fireworks, Photoshop, Joomla, Visio, Adobe LiveCycle Designer, Camtasia, Social Media, Social Media Marketing, Social Media Development, Photography, Event Management, Adobe Fireworks, Project Management, Branding & Identity, PHP, Online Marketing, Advertising, Adobe Creative Suite, Web Design, Marketing Communications, Graphic Design, Newsletters, Marketing, Public Relations, Lead Generation
Education
Millersville University of Pennsylvania 1995 — 2000
BS, Communication & French
Université Lumière (Lyon II) 1998 — 1999
Certificate I & II, French Civilization and Language
NAHS 1991 — 1995
USLI, A Berkshire Hathaway Company March 2009 - Present
Tom Pepe Design May 2008 - Present
Chester County Camera Club June 2013 - June 2014
Chester County Camera Club June 2012 - June 2013
Vanguard July 2008 - December 2008
IDS Scheer 2003 - 2008
selfemployed 2002 - 2003
United AG Producers 2001 - 2003
Avence Multimedia, Paris, France 1998 - 1999
Skills
Flash, Dreamweaver, CSS, HTML, QuarkXPress, InDesign, Illustrator, Fireworks, Photoshop, Joomla, Visio, Adobe LiveCycle Designer, Camtasia, Social Media, Social Media Marketing, Social Media Development, Photography, Event Management, Adobe Fireworks, Project Management, Branding & Identity, PHP, Online Marketing, Advertising, Adobe Creative Suite, Web Design, Marketing Communications, Graphic Design, Newsletters, Marketing, Public Relations, Lead Generation
Education
Millersville University of Pennsylvania 1995 — 2000
BS, Communication & French
Université Lumière (Lyon II) 1998 — 1999
Certificate I & II, French Civilization and Language
NAHS 1991 — 1995
Stephanie (White) Pitts's Vanguard Experience May 2008 - August 2008
Job Technology Senior Consultant
Industry Information Technology and Services
Experience
Deloitte July 2014 - Present
Microsoft May 2013 - August 2013
Deloitte September 2009 - July 2012
Vanguard May 2008 - August 2008
Skills
Consulting, Functional Testing, Financial Modeling, Data Analysis, Business Analysis, Management Consulting, Project Management, Financial Analysis, Strategic Consulting, Analysis, Business Intelligence, Analytics, SDLC, Requirements Gathering, Risk Management, Management, Leadership
Education
Haas School of Business, UC Berkeley 2012 — 2014
Master of Business Administration (MBA)
University of Arizona 2005 — 2009
BS in Business Administration, Management Information Systems, Operations Management, Marketing, Spanish
Deloitte July 2014 - Present
Microsoft May 2013 - August 2013
Deloitte September 2009 - July 2012
Vanguard May 2008 - August 2008
Skills
Consulting, Functional Testing, Financial Modeling, Data Analysis, Business Analysis, Management Consulting, Project Management, Financial Analysis, Strategic Consulting, Analysis, Business Intelligence, Analytics, SDLC, Requirements Gathering, Risk Management, Management, Leadership
Education
Haas School of Business, UC Berkeley 2012 — 2014
Master of Business Administration (MBA)
University of Arizona 2005 — 2009
BS in Business Administration, Management Information Systems, Operations Management, Marketing, Spanish
Trevor Lightfoot, MBA's Vanguard Experience July 2013 - September 2015
Job Relationship Management, People Leadership, Creative Problem Solving
Industry Financial Services
Experience
Point B September 2015 - Present
Vanguard July 2013 - September 2015
Vanguard May 2012 - July 2013
Vanguard September 2011 - May 2012
Fearless Records May 2011 - August 2011
Nordstrom September 2006 - August 2011
FUNZALO RECORDS October 2010 - May 2011
Skills
Mutual Funds, Series 63, Marketing, Series 7, Integrated Marketing, Investments, Equities, Microsoft Excel, Strategic Communications, Team Building, Leadership, Investment Strategies, Investment Management, 401k, Retirement, Alternative Investments, Customer Service, Microsoft Office, Social Media Marketing, Portfolio Management
Education
Arizona State University 2013 — 2015
Master of Business Administration (MBA), 3.7
University of Arizona 2007 — 2011
BA, Jounalist
Point B September 2015 - Present
Vanguard July 2013 - September 2015
Vanguard May 2012 - July 2013
Vanguard September 2011 - May 2012
Fearless Records May 2011 - August 2011
Nordstrom September 2006 - August 2011
FUNZALO RECORDS October 2010 - May 2011
Skills
Mutual Funds, Series 63, Marketing, Series 7, Integrated Marketing, Investments, Equities, Microsoft Excel, Strategic Communications, Team Building, Leadership, Investment Strategies, Investment Management, 401k, Retirement, Alternative Investments, Customer Service, Microsoft Office, Social Media Marketing, Portfolio Management
Education
Arizona State University 2013 — 2015
Master of Business Administration (MBA), 3.7
University of Arizona 2007 — 2011
BA, Jounalist
Courtney Shaw (Ayers) Courtney Shaw (Ayers)'s Vanguard Experience September 2013 - Present
Job Graphic Designer
Industry Financial Services
Experience
Vanguard September 2013 - Present
BlackRock July 2012 - June 2013
J.P. Morgan February 2010 - May 2011
BlackRock November 2005 - February 2010
DataPlus Print & Design February 2005 - November 2005
Deutsche Bank May 2004 - December 2004
Forbes Magazine April 2002 - May 2004
Vertical Mix Marketing 2000 - 2002
A. L. Ayers Printing 1977 - 2000
Skills
Graphic Design, Adobe Creative Suite, InDesign, Illustrator, Photoshop, Logo Design, Typography, Corporate Identity, Marketing Communications, Corporate Branding, Branding, Pre-press, Infographics, Information Graphics, Adobe Acrobat, User Interface Design, CSS, HTML
Education
School of Visual Arts
Bachelor of Fine Arts (BFA), Graphic Design
Université de Bourgogne
French Language and Literature
NYU
Web Development
Vanguard September 2013 - Present
BlackRock July 2012 - June 2013
J.P. Morgan February 2010 - May 2011
BlackRock November 2005 - February 2010
DataPlus Print & Design February 2005 - November 2005
Deutsche Bank May 2004 - December 2004
Forbes Magazine April 2002 - May 2004
Vertical Mix Marketing 2000 - 2002
A. L. Ayers Printing 1977 - 2000
Skills
Graphic Design, Adobe Creative Suite, InDesign, Illustrator, Photoshop, Logo Design, Typography, Corporate Identity, Marketing Communications, Corporate Branding, Branding, Pre-press, Infographics, Information Graphics, Adobe Acrobat, User Interface Design, CSS, HTML
Education
School of Visual Arts
Bachelor of Fine Arts (BFA), Graphic Design
Université de Bourgogne
French Language and Literature
NYU
Web Development
Rickey DeBrocco Rickey DeBrocco's Vanguard Experience August 2013 - Present
Job Client Relationship Administrator at Vanguard
Industry Financial Services
Experience
Vanguard August 2013 - Present
Wells Fargo June 2012 - August 2013
Prudential Financial August 2008 - June 2012
FEDEX KINKO'S June 2004 - December 2007
Skills
Mutual Funds, Insurance, Finance, Retirement Planning, Customer Service, Human Resources, Life Insurance, Event Management, Fixed Annuities, Time Management, Microsoft Office, Property & Casualty..., Estate Planning, Sales Management, Employee Relations, Strategic Planning, Financial Services, Payroll, Team Building, Retirement, Investments, Series 63, Wealth Management, Sales, Banking, Term Life Insurance, Cold Calling, Financial Planners, Series 6, Outlook, Microsoft Excel
Education
Transylvania University 1998 — 2002
Bachelors of Arts, Business Administration; Management and Marketing
Vanguard August 2013 - Present
Wells Fargo June 2012 - August 2013
Prudential Financial August 2008 - June 2012
FEDEX KINKO'S June 2004 - December 2007
Skills
Mutual Funds, Insurance, Finance, Retirement Planning, Customer Service, Human Resources, Life Insurance, Event Management, Fixed Annuities, Time Management, Microsoft Office, Property & Casualty..., Estate Planning, Sales Management, Employee Relations, Strategic Planning, Financial Services, Payroll, Team Building, Retirement, Investments, Series 63, Wealth Management, Sales, Banking, Term Life Insurance, Cold Calling, Financial Planners, Series 6, Outlook, Microsoft Excel
Education
Transylvania University 1998 — 2002
Bachelors of Arts, Business Administration; Management and Marketing
Greg Hafer Greg Hafer's Vanguard Experience August 1999 - April 2000
Job Principal Project Manager at Concurrent Technologies Corporation
Industry Defense & Space
Experience
Concurrent Technologies Corporation April 2000 - Present
Vanguard August 1999 - April 2000
AMP Incorporated/TE Connectivity 1983 - 1998
Skills
Engineering Management, Strategy, Security Clearance, Program Management, Government Contracting, Configuration Management, Vendor Management, Integration, PMP, Proposal Writing, Project Management, Management, Requirements Analysis, Process Improvement, Team Building
Education
Towson University
B.S., Communications
Concurrent Technologies Corporation April 2000 - Present
Vanguard August 1999 - April 2000
AMP Incorporated/TE Connectivity 1983 - 1998
Skills
Engineering Management, Strategy, Security Clearance, Program Management, Government Contracting, Configuration Management, Vendor Management, Integration, PMP, Proposal Writing, Project Management, Management, Requirements Analysis, Process Improvement, Team Building
Education
Towson University
B.S., Communications
Jonathan Matsen's Vanguard Experience September 2014 - Present
Job Licensed Investment Professional at Vanguard
Industry Financial Services
Experience
Vanguard September 2014 - Present
JayBird August 2013 - September 2014
University of Utah - Employment August 2013 - May 2014
American Marketing Association - University of Utah Chapter June 2013 - May 2014
Beneficial Financial Group August 2013 - December 2013
JayBird June 2013 - August 2013
The Hotel Nightclub August 2012 - December 2012
University of Utah Bennion Volunteer Center October 2011 - May 2012
Forever 21 July 2010 - January 2011
Skills
Finance, Analysis, Strategy, Microsoft Excel, Management, Event Planning, Customer Service, Marketing Strategy, Teamwork, Web Analytics, PowerPoint, Marketing Communications, Corporate Finance, French, Photoshop, Microsoft Word, Newsletters, Time Management, Fundraising, Facebook, Social Media, Advertising, Blogging, Online Advertising, Marketing, Social Networking, SEO, Sales, Integrated Marketing, Email Marketing, French literature, Leadership, CRM, Lead Generation, Data Analysis, Event Management, Entrepreneurship, Microsoft Office, Public Speaking, Public Relations, Research, Financial Analysis, Tenacious Work Ethic
Education
University of Utah - David Eccles School of Business 2009 — 2014
Bachelor of Science (B.S.), Finance, 3.35
University of Utah 2009 — 2014
Bachelor of Arts (B.A.), French Language and Literature, 3.35
University of Utah - David Eccles School of Business 2009 — 2014
Bachelor of Science (B.S.), Marketing, 3.35
Université Nice Sophia Antipolis 2011 — 2011
Francophone Studies
2015 Level I Candidate in the CFA Program
Vanguard September 2014 - Present
JayBird August 2013 - September 2014
University of Utah - Employment August 2013 - May 2014
American Marketing Association - University of Utah Chapter June 2013 - May 2014
Beneficial Financial Group August 2013 - December 2013
JayBird June 2013 - August 2013
The Hotel Nightclub August 2012 - December 2012
University of Utah Bennion Volunteer Center October 2011 - May 2012
Forever 21 July 2010 - January 2011
Skills
Finance, Analysis, Strategy, Microsoft Excel, Management, Event Planning, Customer Service, Marketing Strategy, Teamwork, Web Analytics, PowerPoint, Marketing Communications, Corporate Finance, French, Photoshop, Microsoft Word, Newsletters, Time Management, Fundraising, Facebook, Social Media, Advertising, Blogging, Online Advertising, Marketing, Social Networking, SEO, Sales, Integrated Marketing, Email Marketing, French literature, Leadership, CRM, Lead Generation, Data Analysis, Event Management, Entrepreneurship, Microsoft Office, Public Speaking, Public Relations, Research, Financial Analysis, Tenacious Work Ethic
Education
University of Utah - David Eccles School of Business 2009 — 2014
Bachelor of Science (B.S.), Finance, 3.35
University of Utah 2009 — 2014
Bachelor of Arts (B.A.), French Language and Literature, 3.35
University of Utah - David Eccles School of Business 2009 — 2014
Bachelor of Science (B.S.), Marketing, 3.35
Université Nice Sophia Antipolis 2011 — 2011
Francophone Studies
2015 Level I Candidate in the CFA Program
Alex Raskin Alex Raskin's Vanguard Experience July 2013 - Present
Job Investment Consultant at Vanguard
Industry Financial Services
Experience
Vanguard July 2013 - Present
ETX Capital June 2012 - August 2012
Manhattan Apartments June 2011 - August 2011
Education
CFA Insitute
University of Arizona 2009 — 2013
Bachelor’s Degree, Finance, General, Graduated
Vanguard July 2013 - Present
ETX Capital June 2012 - August 2012
Manhattan Apartments June 2011 - August 2011
Education
CFA Insitute
University of Arizona 2009 — 2013
Bachelor’s Degree, Finance, General, Graduated
Steven Klumb's Vanguard Experience June 2012 - December 2013
Job Operations Manager/Senior Account Executive at Sunbelt Insurance Holdings, LLC
Industry Financial Services
Experience
Sunbelt Insurance Holdings, LLC January 2014 - Present
Vanguard June 2012 - December 2013
Pendulum Investments, LLC September 2011 - June 2012
2010Eller College Business Global Cohort June 2010 - July 2010
Redmond Athletic Club January 2005 - January 2010
Skills
Investments, Finance, CRM, Sales, Leadership, Budgets, Management, Strategic Planning, Due Diligence
Education
University of Arizona 2007 — 2011
Bachelor of Science, Business Administration; Finance
Sunbelt Insurance Holdings, LLC January 2014 - Present
Vanguard June 2012 - December 2013
Pendulum Investments, LLC September 2011 - June 2012
2010Eller College Business Global Cohort June 2010 - July 2010
Redmond Athletic Club January 2005 - January 2010
Skills
Investments, Finance, CRM, Sales, Leadership, Budgets, Management, Strategic Planning, Due Diligence
Education
University of Arizona 2007 — 2011
Bachelor of Science, Business Administration; Finance
Ellen Hall, MBA's Vanguard Experience January 2008 - July 2009
Job Manager, Talent Acquisition & Programs at JetBlue Airways
Industry Human Resources
Experience
JetBlue Airways October 2013 - September 2015
GE Capital February 2013 - October 2013
JetBlue Airways June 2011 - February 2013
Thunderbird School of Global Management August 2009 - May 2011
Vanguard January 2008 - July 2009
Vanguard August 2008 - April 2009
Hot Yoga Workout April 2007 - June 2008
Moses Anshell May 2007 - August 2007
Skills
Succession Planning, Performance Management, Job Description..., Leading Change, Cross-cultural, Talent Management, Global Management, Internal Branding, Competency Management, Strategic Thinking, Recruiting, Cross-cultural Teams, Leadership, Job Descriptions, Strategic Planning, Strategy, Teamwork, Process Improvement, Change Management, Sales, Training, Employee Relations, Management, Personnel Management, Onboarding, Team Leadership, HRIS, Workforce Planning, CRM, Internal Marketing
Education
Thunderbird School of Global Management 2009 — 2011
MBA, Global Management
University of Arizona, Eller College of Management 2002 — 2006
BS Business Administration, Marketing
Xavier College Preparatory 1998 — 2002
High School Diploma
JetBlue Airways October 2013 - September 2015
GE Capital February 2013 - October 2013
JetBlue Airways June 2011 - February 2013
Thunderbird School of Global Management August 2009 - May 2011
Vanguard January 2008 - July 2009
Vanguard August 2008 - April 2009
Hot Yoga Workout April 2007 - June 2008
Moses Anshell May 2007 - August 2007
Skills
Succession Planning, Performance Management, Job Description..., Leading Change, Cross-cultural, Talent Management, Global Management, Internal Branding, Competency Management, Strategic Thinking, Recruiting, Cross-cultural Teams, Leadership, Job Descriptions, Strategic Planning, Strategy, Teamwork, Process Improvement, Change Management, Sales, Training, Employee Relations, Management, Personnel Management, Onboarding, Team Leadership, HRIS, Workforce Planning, CRM, Internal Marketing
Education
Thunderbird School of Global Management 2009 — 2011
MBA, Global Management
University of Arizona, Eller College of Management 2002 — 2006
BS Business Administration, Marketing
Xavier College Preparatory 1998 — 2002
High School Diploma
Craig Woodmansee Craig Woodmansee's Vanguard Experience September 2014 - Present
Job Relationship Administrator for Latin American Institutional Clients at Vanguard
Industry Financial Services
Experience
Vanguard September 2014 - Present
Vanguard June 2013 - September 2014
Saint Joseph’s University September 2009 - December 2009
Skills
Spanish, Thomson One Analytics, Bloomberg, Investments, Series 7, Microsoft Excel, Mutual Funds, Portuguese, Research, PowerPoint, Marketing, Microsoft Office, Microsoft Word, Public Speaking, Social Networking, Social Media, Rugby, Navision, Customer Service, Teamwork
Education
Saint Joseph's University 2008 — 2013
Bachelor of Business Administration (B.B.A.), International Business, Spanish, Latin-American Studies
Universidad Argentina de la Empresa 2010 — 2011
Vanguard September 2014 - Present
Vanguard June 2013 - September 2014
Saint Joseph’s University September 2009 - December 2009
Skills
Spanish, Thomson One Analytics, Bloomberg, Investments, Series 7, Microsoft Excel, Mutual Funds, Portuguese, Research, PowerPoint, Marketing, Microsoft Office, Microsoft Word, Public Speaking, Social Networking, Social Media, Rugby, Navision, Customer Service, Teamwork
Education
Saint Joseph's University 2008 — 2013
Bachelor of Business Administration (B.B.A.), International Business, Spanish, Latin-American Studies
Universidad Argentina de la Empresa 2010 — 2011
Alex Terzis Alex Terzis's Vanguard Experience February 2007 - September 2011
Job USAA
Industry Financial Services
Experience
USAA February 2015 - Present
Financial Engines April 2012 - February 2015
DPR REALTY December 2009 - December 2014
Merrill Lynch, Pierce, Fenner & Smith September 2011 - March 2012
Vanguard February 2007 - September 2011
Edward Jones- Financial Services August 2006 - February 2007
Target Corporation March 1999 - February 2005
Skills
Investments, Insurance, Asset, Retirement, Real Estate, Series 7, Uniform Combined State..., Retirement Planning, Real Estate Transactions, Relationship Management, Consultative Sales..., 401k, Finance, Investment Strategies, Series 63, Mutual Funds, Asset Allocation, Wealth Management, Securities
Education
University of Arizona 2002 — 2006
Bachelor of Applied Science (B.A.Sc.), Agricultural Economics and Business Management
USAA February 2015 - Present
Financial Engines April 2012 - February 2015
DPR REALTY December 2009 - December 2014
Merrill Lynch, Pierce, Fenner & Smith September 2011 - March 2012
Vanguard February 2007 - September 2011
Edward Jones- Financial Services August 2006 - February 2007
Target Corporation March 1999 - February 2005
Skills
Investments, Insurance, Asset, Retirement, Real Estate, Series 7, Uniform Combined State..., Retirement Planning, Real Estate Transactions, Relationship Management, Consultative Sales..., 401k, Finance, Investment Strategies, Series 63, Mutual Funds, Asset Allocation, Wealth Management, Securities
Education
University of Arizona 2002 — 2006
Bachelor of Applied Science (B.A.Sc.), Agricultural Economics and Business Management
Jonathan Corcoran Jonathan Corcoran's Vanguard Experience September 2015 - Present
Job Student at University of Arizona
Industry Financial Services
Experience
Vanguard September 2015 - Present
Fidelity Investments July 2013 - February 2014
Acclaim Foot and Ankle Center May 2011 - July 2013
Skills
Time Management, Leadership, Microsoft Excel, Financial Analysis, Data Analysis, Entrepreneurship, Teamwork, Public Speaking, PowerPoint, Event Planning, Microsoft Word, Microsoft Office, Customer Service, Social Media, Fundraising, Facebook, Social Networking, Research, Marketing, Sales, VBA
Education
University of Arizona 2011 — 2015
Bachelor's Degree, Finance, General
University of Arizona, Eller College of Management 2011 — 2015
Bachelor's Degree, Finance
Desert Mountain High School 2007 — 2011
High School Diploma
Vanguard September 2015 - Present
Fidelity Investments July 2013 - February 2014
Acclaim Foot and Ankle Center May 2011 - July 2013
Skills
Time Management, Leadership, Microsoft Excel, Financial Analysis, Data Analysis, Entrepreneurship, Teamwork, Public Speaking, PowerPoint, Event Planning, Microsoft Word, Microsoft Office, Customer Service, Social Media, Fundraising, Facebook, Social Networking, Research, Marketing, Sales, VBA
Education
University of Arizona 2011 — 2015
Bachelor's Degree, Finance, General
University of Arizona, Eller College of Management 2011 — 2015
Bachelor's Degree, Finance
Desert Mountain High School 2007 — 2011
High School Diploma
Theophilus Linwood Woodley's Vanguard Experience October 2015 - Present
Job Ultra High Net Worth Money Movement Specialist at Vanguard
Industry Investment Management
Experience
Vanguard October 2015 - Present
Black Legacy, LLC August 2014 - Present
Vanguard July 2013 - September 2015
Transamerica Life Insurance Company August 2009 - January 2014
Winston-Salem State University January 2013 - May 2013
Edward Jones May 2012 - August 2012
WSSU Ramdition Program August 2010 - August 2012
Winston-Salem State University May 2011 - May 2012
Altria May 2011 - August 2011
Target December 2007 - May 2011
Skills
Leadership, Event Planning, Budgets, Public Speaking, Customer Service, Sales, Microsoft Excel, PowerPoint, Microsoft Office, Press Releases, Risk Management, Retail, Microsoft Word, Insurance, Finance, Nonprofits, Portfolio Management, Investments, Coaching, Community Outreach, Fundraising, Team Leadership, Strategic Planning, Leadership Development, Social Media Marketing, Time Management, Project Management, Social Media, Access, Critical Thinking, Accounting, Outlook
Education
Universidad Pablo de Olavide 2013 — 2013
Study Abroad, Spanish and Iberian Studies
Winston-Salem State University 2008 — 2013
Bachelor's Of Science, Finance and Economics
Vanguard October 2015 - Present
Black Legacy, LLC August 2014 - Present
Vanguard July 2013 - September 2015
Transamerica Life Insurance Company August 2009 - January 2014
Winston-Salem State University January 2013 - May 2013
Edward Jones May 2012 - August 2012
WSSU Ramdition Program August 2010 - August 2012
Winston-Salem State University May 2011 - May 2012
Altria May 2011 - August 2011
Target December 2007 - May 2011
Skills
Leadership, Event Planning, Budgets, Public Speaking, Customer Service, Sales, Microsoft Excel, PowerPoint, Microsoft Office, Press Releases, Risk Management, Retail, Microsoft Word, Insurance, Finance, Nonprofits, Portfolio Management, Investments, Coaching, Community Outreach, Fundraising, Team Leadership, Strategic Planning, Leadership Development, Social Media Marketing, Time Management, Project Management, Social Media, Access, Critical Thinking, Accounting, Outlook
Education
Universidad Pablo de Olavide 2013 — 2013
Study Abroad, Spanish and Iberian Studies
Winston-Salem State University 2008 — 2013
Bachelor's Of Science, Finance and Economics
Doug Plunk Doug Plunk's Vanguard Experience May 2015 - August 2015
Job Vanguard College to Corporate Intern: Financial Advisor Services Group
Industry Financial Services
Experience
Eller Service Honorary February 2015 - Present
Investments Club August 2013 - Present
Vanguard May 2015 - August 2015
Beta Theta Pi Fraternity - Delta Beta Chapter January 2014 - May 2015
Eller College of Management Global Cohort May 2014 - July 2014
Shiloh Management Group Inc. May 2012 - August 2013
Skills
Team-oriented, Facebook, Credit Analysis, Goal Oriented, Social Networking, Portfolio Management, CPR Certified, Event Planning, Leadership, Marketing, Teamwork, Time Management, Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Finance
Education
University of Arizona 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, Junior
Universidad de Belgrano
Global Business
Eller Service Honorary February 2015 - Present
Investments Club August 2013 - Present
Vanguard May 2015 - August 2015
Beta Theta Pi Fraternity - Delta Beta Chapter January 2014 - May 2015
Eller College of Management Global Cohort May 2014 - July 2014
Shiloh Management Group Inc. May 2012 - August 2013
Skills
Team-oriented, Facebook, Credit Analysis, Goal Oriented, Social Networking, Portfolio Management, CPR Certified, Event Planning, Leadership, Marketing, Teamwork, Time Management, Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Finance
Education
University of Arizona 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, Junior
Universidad de Belgrano
Global Business
Richard McMurtrie Richard McMurtrie's Vanguard Experience April 2015 - Present
Job Client Associate for Participant Services at Vanguard
Industry Legal Services
Experience
Vanguard April 2015 - Present
Vanguard December 2013 - April 2015
Vanguard February 2013 - December 2013
Fox Pool Management May 2009 - September 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Customer Service, Environmental Awareness, Teamwork, English
Education
Widener University School of Law 2012 — 2012
Certificate, General Paralegal
Tulane University 2007 — 2011
Bachelor of Arts, Philosophy, Environmental Studies, 3.699 GPA
College Year in Athens 2010 — 2010
Lower Merion High School 2003 — 2007
Vanguard April 2015 - Present
Vanguard December 2013 - April 2015
Vanguard February 2013 - December 2013
Fox Pool Management May 2009 - September 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Customer Service, Environmental Awareness, Teamwork, English
Education
Widener University School of Law 2012 — 2012
Certificate, General Paralegal
Tulane University 2007 — 2011
Bachelor of Arts, Philosophy, Environmental Studies, 3.699 GPA
College Year in Athens 2010 — 2010
Lower Merion High School 2003 — 2007
Brian Gatti Brian Gatti's Vanguard Experience August 2010 - September 2012
Job Senior Marketing Consultant at Inspire Business Concepts
Industry Marketing and Advertising
Experience
Inspire Business Concepts January 2013 - Present
TableSites.com January 2012 - March 2013
Ex Novo, LLC December 2011 - March 2013
Vanguard August 2010 - September 2012
Vanguard June 2002 - August 2010
Valley of the Sun United Way November 2005 - April 2007
Datek May 2001 - May 2002
NDB November 2000 - April 2001
UBS Painewebber October 1999 - November 2000
Skills
Strategy, Leadership, Management, Program Management, Marketing Strategy, Business Strategy, Change Management, Project Management, Team Building, Coaching, Leadership Development, Entrepreneurship, Team Management, Strategic Planning, Sales, Process Improvement, Cross-functional Team..., Talent Management, Public Speaking, Customer Service, Relationship Management, Risk Management, Training, Business Planning, Small Business, Operations Management, Financial Analysis, Time Management, Business Development, Problem Solving, Business Process..., Team Leadership, Organizational..., Analysis, Management Consulting, Business Analysis, Sales Management, Negotiation, Recruiting, New Business Development, Portfolio Management, Data Analysis, Budgets, CRM, Talent Identification, Customer Experience..., Marketing, Email Marketing, Expert Advisor
Education
Thunderbird School of Global Management 2010 — 2012
MBA, Global Business
University of Phoenix 2006 — 2009
BS, Business Management
Rapport International
Inspire Business Concepts January 2013 - Present
TableSites.com January 2012 - March 2013
Ex Novo, LLC December 2011 - March 2013
Vanguard August 2010 - September 2012
Vanguard June 2002 - August 2010
Valley of the Sun United Way November 2005 - April 2007
Datek May 2001 - May 2002
NDB November 2000 - April 2001
UBS Painewebber October 1999 - November 2000
Skills
Strategy, Leadership, Management, Program Management, Marketing Strategy, Business Strategy, Change Management, Project Management, Team Building, Coaching, Leadership Development, Entrepreneurship, Team Management, Strategic Planning, Sales, Process Improvement, Cross-functional Team..., Talent Management, Public Speaking, Customer Service, Relationship Management, Risk Management, Training, Business Planning, Small Business, Operations Management, Financial Analysis, Time Management, Business Development, Problem Solving, Business Process..., Team Leadership, Organizational..., Analysis, Management Consulting, Business Analysis, Sales Management, Negotiation, Recruiting, New Business Development, Portfolio Management, Data Analysis, Budgets, CRM, Talent Identification, Customer Experience..., Marketing, Email Marketing, Expert Advisor
Education
Thunderbird School of Global Management 2010 — 2012
MBA, Global Business
University of Phoenix 2006 — 2009
BS, Business Management
Rapport International
Neelam Choudhry's Vanguard Experience May 2015 - Present
Job Graduated from West Chester University of PennsylvaniaDecember 2014
Industry Investment Management
Experience
Vanguard May 2015 - Present
Law Offices of Ejaz A. Sabir and Associates, PC April 2004 - December 2012
Riddle Memorial Hospital 1999 - 2000
Skills
Problem Solving, Communication Skills, Strongly self-motivated, Leadership, Enthusiast, Highly motivated..., Keen Listener, Follow Directions, Role Model, Highly Ambitious, QuickBooks, Work Well Independently, Organized Multi-tasker, Dependable Team Player, Highly responsible, Friendly Personality, Enthusiasm to learn, Notary Public, Filing, Highly detail oriented, Open Minded, High Organizational..., Timely Decision Making, Team-oriented, Time Management, Outstanding..., Self-driven, Oral, Goal Oriented, Office Management, Administrative..., Highly Reliable, Learning Quickly, Office Administration, Patience, Oral & Written..., Teamwork, Microsoft Word, Microsoft Excel, PowerPoint, Customer Service, Management, Public Speaking
Education
West Chester University of Pennsylvania 2013 — 2014
Bachelors Degree, Major in Business Management and Minor in Accounting
Delaware County Community College 2011 — 2013
Associate's degree, Business Administration and Management, General
Universal Technical Institute of Pennsylvania Inc 1998 — 1999
Certificate of Nursing Assistant, Nursing
Vanguard May 2015 - Present
Law Offices of Ejaz A. Sabir and Associates, PC April 2004 - December 2012
Riddle Memorial Hospital 1999 - 2000
Skills
Problem Solving, Communication Skills, Strongly self-motivated, Leadership, Enthusiast, Highly motivated..., Keen Listener, Follow Directions, Role Model, Highly Ambitious, QuickBooks, Work Well Independently, Organized Multi-tasker, Dependable Team Player, Highly responsible, Friendly Personality, Enthusiasm to learn, Notary Public, Filing, Highly detail oriented, Open Minded, High Organizational..., Timely Decision Making, Team-oriented, Time Management, Outstanding..., Self-driven, Oral, Goal Oriented, Office Management, Administrative..., Highly Reliable, Learning Quickly, Office Administration, Patience, Oral & Written..., Teamwork, Microsoft Word, Microsoft Excel, PowerPoint, Customer Service, Management, Public Speaking
Education
West Chester University of Pennsylvania 2013 — 2014
Bachelors Degree, Major in Business Management and Minor in Accounting
Delaware County Community College 2011 — 2013
Associate's degree, Business Administration and Management, General
Universal Technical Institute of Pennsylvania Inc 1998 — 1999
Certificate of Nursing Assistant, Nursing
Ron Love Ron Love's Vanguard Experience October 2013 - October 2014
Job General Manager at Steritech
Industry Consumer Services
Experience
Steritech October 2014 - Present
Vanguard October 2013 - October 2014
American Residential Services August 2011 - September 2013
TruGreen February 1996 - August 2011
Love Enterprises December 1993 - February 1996
TruGreen September 1989 - November 1993
The Sports Page September 1985 - September 1989
Blackmon Mooring August 1980 - September 1985
Skills
Operations Management, P&L Management, Team Building, Cost Reduction..., Increasing Profitability, Training/Mentoring, Leadership Development, Multi-location..., Profitability..., Expense Control, Income Statement, Change Management, Training, Employee Relations, Increased Profitability, Recruiting, Sales Management, Turn Around Management, Expense Management, Management, Negotiation, Sales, Profit, Inventory Management, Human Resources, Hiring, Customer Retention, P&L, Account Management, Budgets, CO-PA, Contract Negotiation, Coaching
Education
Trinity University 1976 — 1980
Bachelor of Arts
Steritech October 2014 - Present
Vanguard October 2013 - October 2014
American Residential Services August 2011 - September 2013
TruGreen February 1996 - August 2011
Love Enterprises December 1993 - February 1996
TruGreen September 1989 - November 1993
The Sports Page September 1985 - September 1989
Blackmon Mooring August 1980 - September 1985
Skills
Operations Management, P&L Management, Team Building, Cost Reduction..., Increasing Profitability, Training/Mentoring, Leadership Development, Multi-location..., Profitability..., Expense Control, Income Statement, Change Management, Training, Employee Relations, Increased Profitability, Recruiting, Sales Management, Turn Around Management, Expense Management, Management, Negotiation, Sales, Profit, Inventory Management, Human Resources, Hiring, Customer Retention, P&L, Account Management, Budgets, CO-PA, Contract Negotiation, Coaching
Education
Trinity University 1976 — 1980
Bachelor of Arts
Tisha Dennis's Vanguard Experience 2010 - 2011
Job Training and Development Consultant
Industry Professional Training & Coaching
Experience
Cotiviti 2015 - Present
Various Companies 2012 - 2015
Hewlett-Packard Enterprise Services 2013 - 2014
ARAMARK 2011 - 2012
Vanguard 2010 - 2011
WellPoint 2007 - 2010
Humana 2005 - 2007
Skills
Performance Consulting, Change Management, Vendor Management, Program Evaluation, Program Management, Instructional Design, E-Learning, Instructor-led Training, Needs Analysis, Captivate, ADDIE, Learning Management, SharePoint, Consulting, Visio, Project Management, Technical Training, Training, Training Delivery
Education
Transylvania University
Cotiviti 2015 - Present
Various Companies 2012 - 2015
Hewlett-Packard Enterprise Services 2013 - 2014
ARAMARK 2011 - 2012
Vanguard 2010 - 2011
WellPoint 2007 - 2010
Humana 2005 - 2007
Skills
Performance Consulting, Change Management, Vendor Management, Program Evaluation, Program Management, Instructional Design, E-Learning, Instructor-led Training, Needs Analysis, Captivate, ADDIE, Learning Management, SharePoint, Consulting, Visio, Project Management, Technical Training, Training, Training Delivery
Education
Transylvania University
Alexandra Pfeifer Alexandra Pfeifer's Vanguard Experience July 2015 - Present
Job Client Relationship Associate at Vanguard
Industry Financial Services
Experience
Vanguard July 2015 - Present
University of South Carolina August 2011 - May 2015
Maryland Brand Management April 2014 - August 2014
UBS Wealth Management May 2013 - August 2013
Southern Proper September 2012 - May 2013
Anthropologie June 2012 - December 2012
Baltimore Country Club June 2011 - August 2011
ROUGE Fine Catering May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Management, Sales, Social Networking, Mac OS X Server, Windows XP, Ensemble, French, Skiing, Public Speaking, Event Planning, Time Management, Facebook, Social Media, Teamwork
Education
University of South Carolina - Darla Moore School of Business 2011 — 2015
Bachelor of Science, Business Administration (B.S.B.A), Finance
Universitat Autònoma de Barcelona 2014 — 2014
Study Abroad, International Business
St. Paul's School for Girls 1998 — 2011
Vanguard July 2015 - Present
University of South Carolina August 2011 - May 2015
Maryland Brand Management April 2014 - August 2014
UBS Wealth Management May 2013 - August 2013
Southern Proper September 2012 - May 2013
Anthropologie June 2012 - December 2012
Baltimore Country Club June 2011 - August 2011
ROUGE Fine Catering May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Management, Sales, Social Networking, Mac OS X Server, Windows XP, Ensemble, French, Skiing, Public Speaking, Event Planning, Time Management, Facebook, Social Media, Teamwork
Education
University of South Carolina - Darla Moore School of Business 2011 — 2015
Bachelor of Science, Business Administration (B.S.B.A), Finance
Universitat Autònoma de Barcelona 2014 — 2014
Study Abroad, International Business
St. Paul's School for Girls 1998 — 2011
Aria Vakili Aria Vakili's Vanguard Experience March 1993 - October 1997
Job Information Technology Professional
Industry Information Technology and Services
Experience
VSI Energy Solutions 2012 - 2015
Avcom Systems - Consulting April 1993 - December 2011
SunGard Financial Systems February 2011 - August 2011
ShredStation Inc December 2007 - May 2009
JPMorgan Chase April 2007 - November 2007
UBS Investment Bank October 1997 - May 2006
Vanguard March 1993 - October 1997
Ortho Clinical Diagnostics May 1992 - June 1993
Ortho Pharmaceutical February 1991 - March 1993
Skills
Technology Sales, CRM software, Product Support, Data Warehousing, Client Relationship..., Client Retention, System Architecture, Application Development, Mobile Applications, Trading Systems, Professional Services, Sales Support, Client Development, Technical Architecture, Technology Development, Civil Aviation, Software Engineering, Digital Electronics, Software Development, Disaster Recovery, CRM, Sales, Unix, Databases, Sales Operations, Customer Retention, Business Intelligence, Testing, Program Management
Education
State University of New York at Buffalo
BS, Electrical and Computer Engineering
VSI Energy Solutions 2012 - 2015
Avcom Systems - Consulting April 1993 - December 2011
SunGard Financial Systems February 2011 - August 2011
ShredStation Inc December 2007 - May 2009
JPMorgan Chase April 2007 - November 2007
UBS Investment Bank October 1997 - May 2006
Vanguard March 1993 - October 1997
Ortho Clinical Diagnostics May 1992 - June 1993
Ortho Pharmaceutical February 1991 - March 1993
Skills
Technology Sales, CRM software, Product Support, Data Warehousing, Client Relationship..., Client Retention, System Architecture, Application Development, Mobile Applications, Trading Systems, Professional Services, Sales Support, Client Development, Technical Architecture, Technology Development, Civil Aviation, Software Engineering, Digital Electronics, Software Development, Disaster Recovery, CRM, Sales, Unix, Databases, Sales Operations, Customer Retention, Business Intelligence, Testing, Program Management
Education
State University of New York at Buffalo
BS, Electrical and Computer Engineering
Alana Waters Alana Waters's Vanguard Experience May 2010 - Present
Job Vanguard
Industry Financial Services
Experience
Vanguard May 2010 - Present
Northwestern Mutual March 2008 - May 2010
Education
University of Arizona 2003 — 2007
B.A., Economics and Law
Paradise Valley High School 1999 — 2003
Vanguard May 2010 - Present
Northwestern Mutual March 2008 - May 2010
Education
University of Arizona 2003 — 2007
B.A., Economics and Law
Paradise Valley High School 1999 — 2003
Jeffrey Molitor Jeffrey Molitor's Vanguard Experience October 1987 - Present
Job
Industry Investment Management
Experience
none January 2015 - Present
Vanguard October 1987 - Present
BP / Sohio 1980 - 1987
PNB 1976 - 1978
Skills
Asset Allocation, Portfolio Management, Investments, Investment Management, Asset Managment, Mutual Funds, Investment Strategies, Alternative Investments, Asset Management, Private Equity, Pensions, ETFs, Due Diligence, Wealth Management, Equities, Financial Modeling
Education
University of Virginia - Darden Graduate School of Business Administration 1978 — 1980
MBA
Trinity College-Hartford 1971 — 1975
BA, Economics and Biology
Governor Dummer 1967 — 1971
none January 2015 - Present
Vanguard October 1987 - Present
BP / Sohio 1980 - 1987
PNB 1976 - 1978
Skills
Asset Allocation, Portfolio Management, Investments, Investment Management, Asset Managment, Mutual Funds, Investment Strategies, Alternative Investments, Asset Management, Private Equity, Pensions, ETFs, Due Diligence, Wealth Management, Equities, Financial Modeling
Education
University of Virginia - Darden Graduate School of Business Administration 1978 — 1980
MBA
Trinity College-Hartford 1971 — 1975
BA, Economics and Biology
Governor Dummer 1967 — 1971
Johnny Jos Johnny Jos's Vanguard Experience 2004 - 2007
Job Production Designer
Industry Entertainment
Experience
The Canteen January 1997 - Present
Insomniac Events 2004 - 2014
Vanguard 2004 - 2007
Skills
Event Planning, Film, Commercials, Art Direction, Television, Illustrator, Graphic Design, Microsoft Office, Creative Direction, Concerts, Product Design, Photoshop, Live Events, Adobe Creative Suite, Photography, Entertainment, Film Production
Education
University of California, Los Angeles 1995 — 1998
MFA, Production Design
Towson University 1989 — 1993
The Canteen January 1997 - Present
Insomniac Events 2004 - 2014
Vanguard 2004 - 2007
Skills
Event Planning, Film, Commercials, Art Direction, Television, Illustrator, Graphic Design, Microsoft Office, Creative Direction, Concerts, Product Design, Photoshop, Live Events, Adobe Creative Suite, Photography, Entertainment, Film Production
Education
University of California, Los Angeles 1995 — 1998
MFA, Production Design
Towson University 1989 — 1993
Kyle Guerin's Vanguard Experience March 2014 - Present
Job Fixed Income Investment Support Analyst at The Vanguard Group
Industry Investment Management
Experience
Vanguard March 2014 - Present
Vanguard February 2012 - February 2014
Northwestern Mutual February 2011 - November 2011
Morgan Stanley Smith Barney January 2010 - July 2010
Skills
Portfolio Management, Valuation, Analysis, Customer Service, Equities, Finance, Investments, Mutual Funds, PowerPoint, Microsoft Excel, Microsoft Office, Financial Analysis, Securities, Leadership, Fixed Income, Data Analysis, Microsoft Word
Education
Towson University 2006 — 2010
Business Administration: Bachelor of Science, Finance
Vanguard March 2014 - Present
Vanguard February 2012 - February 2014
Northwestern Mutual February 2011 - November 2011
Morgan Stanley Smith Barney January 2010 - July 2010
Skills
Portfolio Management, Valuation, Analysis, Customer Service, Equities, Finance, Investments, Mutual Funds, PowerPoint, Microsoft Excel, Microsoft Office, Financial Analysis, Securities, Leadership, Fixed Income, Data Analysis, Microsoft Word
Education
Towson University 2006 — 2010
Business Administration: Bachelor of Science, Finance
Andrew Hogue's Vanguard Experience September 2007 - December 2010
Job
Industry International Affairs
Experience
Mogollon Associates April 2011 - June 2012
Vanguard September 2007 - December 2010
ON Semiconductor September 2006 - July 2007
Self-employed March 2002 - September 2006
In-System Design 2001 - 2002
Kamsky Associates 1995 - 1997
Skills
Business Development, New Business Development, International Business, Program Management, Marketing, Account Management, Sales Operations, Business Planning, Pricing, Product Launch, Management, Start-ups, Strategy, Mandarin, Business Strategy, Cross-functional Team..., Competitive Analysis, Strategic Planning, Market Research
Education
Thunderbird School of Global Management 2000 — 2001
MBA
Mogollon Associates April 2011 - June 2012
Vanguard September 2007 - December 2010
ON Semiconductor September 2006 - July 2007
Self-employed March 2002 - September 2006
In-System Design 2001 - 2002
Kamsky Associates 1995 - 1997
Skills
Business Development, New Business Development, International Business, Program Management, Marketing, Account Management, Sales Operations, Business Planning, Pricing, Product Launch, Management, Start-ups, Strategy, Mandarin, Business Strategy, Cross-functional Team..., Competitive Analysis, Strategic Planning, Market Research
Education
Thunderbird School of Global Management 2000 — 2001
MBA
Jiang Lin's Vanguard Experience October 2004 - April 2007
Job Senior Software Engineer
Industry Information Technology and Services
Experience
Citi December 2008 - Present
Agile Computer Technologies Corp December 2004 - Present
GSI Commerce April 2007 - November 2008
Vanguard October 2004 - April 2007
Federal Reserve Bank of Philadelphia July 2003 - October 2004
Vanguard August 2000 - June 2003
Verizon Communications February 1997 - July 2000
Skills
Spring, SOA, Java Enterprise Edition, Agile Methodologies, Weblogic, JMS, JSP, Java, Hibernate, Ant, SDLC, Web Services, Tomcat, Oracle, SOAP, SQL, Websphere, REST, Eclipse, Maven
Education
Villanova University 1995 — 1997
Tsinghua University 1983 — 1988
B.S., Automation
Citi December 2008 - Present
Agile Computer Technologies Corp December 2004 - Present
GSI Commerce April 2007 - November 2008
Vanguard October 2004 - April 2007
Federal Reserve Bank of Philadelphia July 2003 - October 2004
Vanguard August 2000 - June 2003
Verizon Communications February 1997 - July 2000
Skills
Spring, SOA, Java Enterprise Edition, Agile Methodologies, Weblogic, JMS, JSP, Java, Hibernate, Ant, SDLC, Web Services, Tomcat, Oracle, SOAP, SQL, Websphere, REST, Eclipse, Maven
Education
Villanova University 1995 — 1997
Tsinghua University 1983 — 1988
B.S., Automation
Paul Gilroy's Vanguard Experience October 2007 - July 2008
Job Audit Analyst at Bank of America
Industry Financial Services
Experience
Bank of America June 2015 - Present
Press Ganey Associates February 2014 - May 2015
Press Ganey Associates January 2013 - December 2013
Morehead Associates December 2012 - January 2013
Morehead Associates December 2010 - November 2012
UNC Charlotte August 2008 - May 2010
Family Dollar June 2009 - October 2009
Vanguard October 2007 - July 2008
EquiFirst April 2007 - September 2007
EquiFirst June 2005 - April 2007
Skills
Financial Analysis, Process Improvement, Microsoft Excel, Customer Service, Data Analysis, Marketing, Cross-functional Team..., Marketing Strategy, Salesforce.com, Program Management, Project Management, Leadership, CRM, Training, Strategic Planning, Business Analysis, Strategy, Management Consulting, Change Management, Risk Management, Management
Education
University of North Carolina at Charlotte - Belk College of Business 2014 — 2015
Master's Degree, Accounting
University of North Carolina at Charlotte - Belk College of Business 2008 — 2010
Masters, Business Administration
Union College 1998 — 2002
BA, History
Bank of America June 2015 - Present
Press Ganey Associates February 2014 - May 2015
Press Ganey Associates January 2013 - December 2013
Morehead Associates December 2012 - January 2013
Morehead Associates December 2010 - November 2012
UNC Charlotte August 2008 - May 2010
Family Dollar June 2009 - October 2009
Vanguard October 2007 - July 2008
EquiFirst April 2007 - September 2007
EquiFirst June 2005 - April 2007
Skills
Financial Analysis, Process Improvement, Microsoft Excel, Customer Service, Data Analysis, Marketing, Cross-functional Team..., Marketing Strategy, Salesforce.com, Program Management, Project Management, Leadership, CRM, Training, Strategic Planning, Business Analysis, Strategy, Management Consulting, Change Management, Risk Management, Management
Education
University of North Carolina at Charlotte - Belk College of Business 2014 — 2015
Master's Degree, Accounting
University of North Carolina at Charlotte - Belk College of Business 2008 — 2010
Masters, Business Administration
Union College 1998 — 2002
BA, History
Jennine Reitter's Vanguard Experience January 2000 - January 2001
Job Experienced in Financial Services Operations and Sales Support
Industry Financial Services
Experience
Merrill Lynch January 2001 - June 2007
Vanguard January 2000 - January 2001
Education
Towson University 1995 — 1999
BS, Psychology
Merrill Lynch January 2001 - June 2007
Vanguard January 2000 - January 2001
Education
Towson University 1995 — 1999
BS, Psychology
Jack Watson's Vanguard Experience January 2009 - September 2012
Job Project Leader Advertising Compliance
Industry Financial Services
Experience
The Vanguard Group September 2012 - Present
Vanguard January 2009 - September 2012
Vanguard August 2004 - January 2009
Vanguard January 1998 - August 2004
Vanguard August 1994 - January 1998
Rhone-Poulenc Rorer 1988 - 1994
SKF 1986 - 1988
Thomas Jefferson University 1983 - 1986
CertainTeed Corporation 1980 - 1983
Skills
Relationship Management, Process Improvement, Training, Management, Leadership, Technical Support, Help Desk Support, Networking, Vendor Management, Data Center, SharePoint, CRM, Information Security, Troubleshooting, Information Security..., Software Project..., Recruiting, Sourcing, Risk Management, Security
Education
Thomas Jefferson University 1984 — 1986
The Vanguard Group September 2012 - Present
Vanguard January 2009 - September 2012
Vanguard August 2004 - January 2009
Vanguard January 1998 - August 2004
Vanguard August 1994 - January 1998
Rhone-Poulenc Rorer 1988 - 1994
SKF 1986 - 1988
Thomas Jefferson University 1983 - 1986
CertainTeed Corporation 1980 - 1983
Skills
Relationship Management, Process Improvement, Training, Management, Leadership, Technical Support, Help Desk Support, Networking, Vendor Management, Data Center, SharePoint, CRM, Information Security, Troubleshooting, Information Security..., Software Project..., Recruiting, Sourcing, Risk Management, Security
Education
Thomas Jefferson University 1984 — 1986
John DeVries's Vanguard Experience August 2008 - March 2010
Job Contact center conversion lead at Xerox HR solutions
Industry Financial Services
Experience
Xerox (formerly ACS) 2011 - Present
Vanguard August 2008 - March 2010
ExcellerateHRO January 2005 - April 2008
Towers Perrin January 2000 - January 2005
Towers Perrin January 1998 - December 1999
Towers Perrin November 1984 - January 1998
Skills
Outsourcing, Software Documentation, Change Management, CRM, Program Management, Process Improvement, Leadership, Performance Management, Management, Employee Benefits, Vendor Management, Recruiting, MS Project, Benefits Administration, Team Leadership, Project Management, Training, COPC Registered...
Education
Union College 1980 — 1984
Bachelor of Arts degree, Managerial Economics
ASPPA
ASPPA QKA Candidate
Union College
Bachelor's degree, Business/Managerial Economics
Xerox (formerly ACS) 2011 - Present
Vanguard August 2008 - March 2010
ExcellerateHRO January 2005 - April 2008
Towers Perrin January 2000 - January 2005
Towers Perrin January 1998 - December 1999
Towers Perrin November 1984 - January 1998
Skills
Outsourcing, Software Documentation, Change Management, CRM, Program Management, Process Improvement, Leadership, Performance Management, Management, Employee Benefits, Vendor Management, Recruiting, MS Project, Benefits Administration, Team Leadership, Project Management, Training, COPC Registered...
Education
Union College 1980 — 1984
Bachelor of Arts degree, Managerial Economics
ASPPA
ASPPA QKA Candidate
Union College
Bachelor's degree, Business/Managerial Economics
Dawn Aro's Vanguard Experience February 2012 - Present
Job Communication Consultant at Vanguard
Industry Financial Services
Experience
Vanguard February 2012 - Present
Vanguard October 2010 - February 2012
Vanguard March 2008 - October 2010
T. Rowe Price October 2000 - May 2007
Skills
Captivate, ADDIE, Needs Analysis, Instructional Design, Blended Learning, Instructor-led Training, E-Learning, SnagIt, Learning Management, Learning Management..., Performance Consulting, Training Delivery, Dreamweaver, Training, Adult Education, Coaching, Distance Learning, SharePoint, Employee Training, Leadership Development, Project Management, Consulting, Organizational..., 401k, Onboarding, Financial Services, Interviews, Building Relationships
Education
Towson University 1996 — 2000
Bachelor's degree, Business, Marketing
Vanguard February 2012 - Present
Vanguard October 2010 - February 2012
Vanguard March 2008 - October 2010
T. Rowe Price October 2000 - May 2007
Skills
Captivate, ADDIE, Needs Analysis, Instructional Design, Blended Learning, Instructor-led Training, E-Learning, SnagIt, Learning Management, Learning Management..., Performance Consulting, Training Delivery, Dreamweaver, Training, Adult Education, Coaching, Distance Learning, SharePoint, Employee Training, Leadership Development, Project Management, Consulting, Organizational..., 401k, Onboarding, Financial Services, Interviews, Building Relationships
Education
Towson University 1996 — 2000
Bachelor's degree, Business, Marketing
Cal Calhoun's Vanguard Experience 1979 - Present
Job Personal Portfolio Director Vanguard Funds
Industry Financial Services
Experience
Vanguard 1979 - Present
Skills
Real Estate, Customer Service, Microsoft Excel, Portfolio Management
Education
PhD 1967 — 1971
University of Alberta
Vanguard 1979 - Present
Skills
Real Estate, Customer Service, Microsoft Excel, Portfolio Management
Education
PhD 1967 — 1971
University of Alberta
Orien Epps's Vanguard Experience April 2010 - June 2013
Job CoOwner and Office Manager at M & O Enterprises, LLC
Industry Investment Management
Experience
M & O Enterprises, LLC January 2014 - Present
State Farm June 2013 - January 2014
Vanguard April 2010 - June 2013
The Vanguard Group May 2009 - April 2010
Vanguard January 2008 - May 2009
Skills
Series 63, Series 6, Series 7, Mutual Funds, Asset Allocation, Retirement, 401k, Investments, Retirement Planning, Financial Services, Relationship Management, Strategic Financial..., ETFs, Equities, Bloomberg
Education
University of The Arts 2003 — 2008
Bachelor of Arts (B.A.), Communications
M & O Enterprises, LLC January 2014 - Present
State Farm June 2013 - January 2014
Vanguard April 2010 - June 2013
The Vanguard Group May 2009 - April 2010
Vanguard January 2008 - May 2009
Skills
Series 63, Series 6, Series 7, Mutual Funds, Asset Allocation, Retirement, 401k, Investments, Retirement Planning, Financial Services, Relationship Management, Strategic Financial..., ETFs, Equities, Bloomberg
Education
University of The Arts 2003 — 2008
Bachelor of Arts (B.A.), Communications
Jenelle Graham's Vanguard Experience January 2008 - March 2015
Job Benefits Analyst at Apollo Education Group
Industry Higher Education
Experience
Apollo Education Group March 2015 - Present
Vanguard January 2008 - March 2015
Countrywide Financial Corporation November 2006 - December 2007
Intel Corporation August 2001 - October 2006
Great-West Financial February 1997 - May 1999
Great-West Financial August 1995 - February 1997
Skills
401(k), Employee Benefits, Relationship Management, Employee Engagement, Management, Mutual Funds, Strategic Planning, Leadership, Business Planning, Leadership Development, Series 63, Series 6, 401k, Financial Services
Education
Troy University Dothan 1983 — 1986
Bachelor's Degree, Business Administration and Management, General
Arapahoe High School
Apollo Education Group March 2015 - Present
Vanguard January 2008 - March 2015
Countrywide Financial Corporation November 2006 - December 2007
Intel Corporation August 2001 - October 2006
Great-West Financial February 1997 - May 1999
Great-West Financial August 1995 - February 1997
Skills
401(k), Employee Benefits, Relationship Management, Employee Engagement, Management, Mutual Funds, Strategic Planning, Leadership, Business Planning, Leadership Development, Series 63, Series 6, 401k, Financial Services
Education
Troy University Dothan 1983 — 1986
Bachelor's Degree, Business Administration and Management, General
Arapahoe High School
Lauren Shapiro's Vanguard Experience July 2014 - Present
Job Chief of Staff, Strategy and Finance at Vanguard
Industry Financial Services
Experience
Vanguard July 2014 - Present
Vanguard December 2010 - June 2014
Vanguard November 2005 - November 2010
OMD Atlanta 2002 - 2005
Ames Scullin O'Haire 2000 - 2002
Zany Brainy 1997 - 1999
Skills
Digital Media, Media Planning, Advertising, Media Buying, Digital Marketing, Digital Strategy, Integrated Marketing
Education
Tulane University 1993 — 1997
Bachelor of Science, Finance
Vanguard July 2014 - Present
Vanguard December 2010 - June 2014
Vanguard November 2005 - November 2010
OMD Atlanta 2002 - 2005
Ames Scullin O'Haire 2000 - 2002
Zany Brainy 1997 - 1999
Skills
Digital Media, Media Planning, Advertising, Media Buying, Digital Marketing, Digital Strategy, Integrated Marketing
Education
Tulane University 1993 — 1997
Bachelor of Science, Finance
Dane Houser's Vanguard Experience October 2010 - February 2011
Job Epic Application Analyst
Industry Hospital & Health Care
Experience
Denver Health October 2014 - Present
Siemens Healthcare April 2014 - September 2014
Siemens Healthcare November 2012 - April 2014
Siemens Healthcare February 2011 - April 2014
Vanguard October 2010 - February 2011
Oxford Finance Corporation May 2008 - June 2008
Skills
Portfolio Management, Finance, Healthcare Information..., Healthcare, Process Improvement, Agile Methodologies, Financial Analysis, Revenue Cycle, Data Analysis, Analysis, Visio, Testing, Hospitals, Business Process..., Business Analysis, Epic Systems, EMR, Access, HIPAA, EHR, Microsoft Excel, Leadership, Software Documentation, Customer Service, SharePoint, Consulting, Microsoft Word, PowerPoint, Project Management
Education
Towson University 2005 — 2009
Bachelor of Science, Economics
Unionville
Denver Health October 2014 - Present
Siemens Healthcare April 2014 - September 2014
Siemens Healthcare November 2012 - April 2014
Siemens Healthcare February 2011 - April 2014
Vanguard October 2010 - February 2011
Oxford Finance Corporation May 2008 - June 2008
Skills
Portfolio Management, Finance, Healthcare Information..., Healthcare, Process Improvement, Agile Methodologies, Financial Analysis, Revenue Cycle, Data Analysis, Analysis, Visio, Testing, Hospitals, Business Process..., Business Analysis, Epic Systems, EMR, Access, HIPAA, EHR, Microsoft Excel, Leadership, Software Documentation, Customer Service, SharePoint, Consulting, Microsoft Word, PowerPoint, Project Management
Education
Towson University 2005 — 2009
Bachelor of Science, Economics
Unionville
Alek Melkumov's Vanguard Experience 2013 - 2014
Job Financial Sales Professional
Industry Financial Services
Experience
Cole Capital September 2014 - Present
Vanguard 2013 - 2014
Finance Logix March 2008 - November 2013
Skills
Wealth Management, Strategic Financial..., Mutual Funds, Retirement Planning, Asset Allocation, Financial Planners, Series 7, Investment Strategies, Financial Planning, Investment Advisory, Financial Analysis, Retirement, Fixed Income, Financial Software..., Financial Risk, Series 63, Wealth, ETFs, Bonds, Equities, Investment Management, Securities, Finance, Alternative Investments, Relationship Management
Education
University of Arizona 2007 — 2008
Masters, Finance
University of Arizona 2003 — 2006
Bachelor, Finance
Cole Capital September 2014 - Present
Vanguard 2013 - 2014
Finance Logix March 2008 - November 2013
Skills
Wealth Management, Strategic Financial..., Mutual Funds, Retirement Planning, Asset Allocation, Financial Planners, Series 7, Investment Strategies, Financial Planning, Investment Advisory, Financial Analysis, Retirement, Fixed Income, Financial Software..., Financial Risk, Series 63, Wealth, ETFs, Bonds, Equities, Investment Management, Securities, Finance, Alternative Investments, Relationship Management
Education
University of Arizona 2007 — 2008
Masters, Finance
University of Arizona 2003 — 2006
Bachelor, Finance
Donald Shields's Vanguard Experience August 2015 - Present
Job Insurance Specialist
Industry Financial Services
Experience
Vanguard August 2015 - Present
Edward Jones April 2012 - August 2015
AIG Retirement Services June 2008 - May 2010
Charles Schwab June 2006 - February 2008
Charles Schwab January 2000 - June 2006
Charles Schwab December 1998 - January 2000
Charles Schwab November 1997 - December 1998
Wells Fargo October 1994 - November 1997
ConAgra Foods May 1990 - December 1993
Education
University of Arizona 2010 — 2011
Masters, Environmental Science
University of Arizona 1989 — 1994
Bachelor of Science, Agricultural and Natural Resource Economics
Gilbert High School
Vanguard August 2015 - Present
Edward Jones April 2012 - August 2015
AIG Retirement Services June 2008 - May 2010
Charles Schwab June 2006 - February 2008
Charles Schwab January 2000 - June 2006
Charles Schwab December 1998 - January 2000
Charles Schwab November 1997 - December 1998
Wells Fargo October 1994 - November 1997
ConAgra Foods May 1990 - December 1993
Education
University of Arizona 2010 — 2011
Masters, Environmental Science
University of Arizona 1989 — 1994
Bachelor of Science, Agricultural and Natural Resource Economics
Gilbert High School
Kipp Koeppel's Vanguard Experience January 2005 - July 2008
Job 401k Trust Associate Officer
Industry Financial Services
Experience
Wells Fargo March 2013 - Present
Benson Homes August 2010 - Present
Wells Fargo August 2011 - March 2013
Wells Fargo July 2008 - August 2011
Vanguard January 2005 - July 2008
Skills
401k, Mutual Funds, Retirement Planning, Investments, IRAs, Retirement, Customer Service, Series 63, Financial Services, Wealth Management, Banking, Microsoft Excel, Finance, Financial Analysis, Marketing, Sales, Asset Allocation, Process Improvement, Strategic Financial..., Financial Modeling, Series 6, CRSP, Business Analysis
Education
University of Alabama 1997 — 2001
BS, Business Management
Strayer University 2004 — 2006
MBA, Business Management
Morgan Academy 1994 — 1997
Wells Fargo March 2013 - Present
Benson Homes August 2010 - Present
Wells Fargo August 2011 - March 2013
Wells Fargo July 2008 - August 2011
Vanguard January 2005 - July 2008
Skills
401k, Mutual Funds, Retirement Planning, Investments, IRAs, Retirement, Customer Service, Series 63, Financial Services, Wealth Management, Banking, Microsoft Excel, Finance, Financial Analysis, Marketing, Sales, Asset Allocation, Process Improvement, Strategic Financial..., Financial Modeling, Series 6, CRSP, Business Analysis
Education
University of Alabama 1997 — 2001
BS, Business Management
Strayer University 2004 — 2006
MBA, Business Management
Morgan Academy 1994 — 1997
Sujatha Sheera Deepak's Vanguard Experience October 2012 - December 2012
Job
Industry Information Technology and Services
Experience
SEI Investments September 2007 - November 2014
Tata Consultancy Services October 2005 - November 2014
Vanguard October 2012 - December 2012
Skills
Requirements Analysis, PL/SQL, SDLC, Software Project..., Oracle, SQL, Business Analysis, Requirements Gathering, Unix Shell Scripting, Quality Center, Agile Methodologies
Education
Thiagarajar College of Engineering 2002 — 2005
MCA, Computer Science
SEI Investments September 2007 - November 2014
Tata Consultancy Services October 2005 - November 2014
Vanguard October 2012 - December 2012
Skills
Requirements Analysis, PL/SQL, SDLC, Software Project..., Oracle, SQL, Business Analysis, Requirements Gathering, Unix Shell Scripting, Quality Center, Agile Methodologies
Education
Thiagarajar College of Engineering 2002 — 2005
MCA, Computer Science
Michael hariaczyi's Vanguard Experience September 2005 - Present
Job Investment Consultant at Vanguard
Industry Financial Services
Experience
Vanguard September 2005 - Present
Skills
Investments
Education
University at Buffalo
Marketing
Vanguard September 2005 - Present
Skills
Investments
Education
University at Buffalo
Marketing
Abou Camara's Vanguard Experience September 2014 - Present
Job Corporate Financial Administrator at Vanguard
Industry Financial Services
Experience
Vanguard September 2014 - Present
Vanguard November 2011 - August 2014
Vanguard September 2010 - October 2011
BNP Paribas April 2005 - April 2007
Skills
Investments, Microsoft Excel, Microsoft Word, Access, PowerPoint, Microsoft Office, Customer Service, Workflow Management, French, IRS VITA, Lotus Notes, Mutual Funds, Team Building, Essbase, Hyperion Planning, Cognos ReportNet, Adjunct Faculty at..., Financial Modeling, Project Management, Process Improvement, Analysis, Financial Analysis, Risk Management, Budgets
Education
Penn State University 2013 — 2015
Master's degree, Accounting and Finance
Wilmington College 2009 — 2010
Master of Business Administration (MBA), Accounting and Finance, 3.92
Université Paris X Nanterre 2005 — 2007
Bachelor of Business Administration (B.B.A.), Business/Managerial Economics, 3.33
Université Robert Schuman (Strasbourg III) 2004 — 2005
Associate of Science (AS), Economics
Vanguard September 2014 - Present
Vanguard November 2011 - August 2014
Vanguard September 2010 - October 2011
BNP Paribas April 2005 - April 2007
Skills
Investments, Microsoft Excel, Microsoft Word, Access, PowerPoint, Microsoft Office, Customer Service, Workflow Management, French, IRS VITA, Lotus Notes, Mutual Funds, Team Building, Essbase, Hyperion Planning, Cognos ReportNet, Adjunct Faculty at..., Financial Modeling, Project Management, Process Improvement, Analysis, Financial Analysis, Risk Management, Budgets
Education
Penn State University 2013 — 2015
Master's degree, Accounting and Finance
Wilmington College 2009 — 2010
Master of Business Administration (MBA), Accounting and Finance, 3.92
Université Paris X Nanterre 2005 — 2007
Bachelor of Business Administration (B.B.A.), Business/Managerial Economics, 3.33
Université Robert Schuman (Strasbourg III) 2004 — 2005
Associate of Science (AS), Economics
James Frate's Vanguard Experience November 1998 - November 2011
Job Client Service Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2011 - Present
Vanguard November 1998 - November 2011
Skills
ERISA, 401(K), Non-Qualified Deferred..., Series 63, 401k, Series 6, Employee Benefits, Relationship Management, Defined Contribution, Investments
Education
University at Albany, SUNY 1990 — 1994
BA, Sociology
Charles Schwab November 2011 - Present
Vanguard November 1998 - November 2011
Skills
ERISA, 401(K), Non-Qualified Deferred..., Series 63, 401k, Series 6, Employee Benefits, Relationship Management, Defined Contribution, Investments
Education
University at Albany, SUNY 1990 — 1994
BA, Sociology
Tammy Coleman Card MPA, RN's Vanguard Experience 2015 - 2015
Job Senior Implementation Consultant
Industry Information Technology and Services
Experience
Vanguard 2015 - 2015
Vanguard 2015 - 2015
Vision Consulting April 2014 - June 2014
Vision Consulting January 2014 - June 2014
Vision Consulting August 2011 - February 2014
Mckesson Provider Technologies, LLC August 2010 - August 2011
Mckesson Provider Technologies, LLC August 2009 - August 2010
Mckesson Provider Technologies, LLC January 2005 - August 2009
Electronic Healthcare System June 2004 - January 2005
Managed Access 2004 - 2004
Skills
Healthcare Information..., EHR, HIPAA, EMR, HL7, Software Implementation, CPOE, Software Documentation, Informatics, Health Information..., Healthcare, Visio, Business Analysis, Process Improvement, Revenue Cycle, Analysis, Microsoft Excel, Cerner, Training, Business Process
Education
University of Alabama at Birmingham
Master of Public Administration (M.P.A.), Public Administration
University of Alabama in Huntsville
Bachelor of Applied Science (B.A.Sc.), Registered Nursing/Registered Nurse
Vanguard 2015 - 2015
Vanguard 2015 - 2015
Vision Consulting April 2014 - June 2014
Vision Consulting January 2014 - June 2014
Vision Consulting August 2011 - February 2014
Mckesson Provider Technologies, LLC August 2010 - August 2011
Mckesson Provider Technologies, LLC August 2009 - August 2010
Mckesson Provider Technologies, LLC January 2005 - August 2009
Electronic Healthcare System June 2004 - January 2005
Managed Access 2004 - 2004
Skills
Healthcare Information..., EHR, HIPAA, EMR, HL7, Software Implementation, CPOE, Software Documentation, Informatics, Health Information..., Healthcare, Visio, Business Analysis, Process Improvement, Revenue Cycle, Analysis, Microsoft Excel, Cerner, Training, Business Process
Education
University of Alabama at Birmingham
Master of Public Administration (M.P.A.), Public Administration
University of Alabama in Huntsville
Bachelor of Applied Science (B.A.Sc.), Registered Nursing/Registered Nurse
Jason Boal's Vanguard Experience October 2007 - June 2015
Job Web Optimization Guru
Industry Retail
Experience
DICK'S Sporting Goods June 2015 - Present
Vanguard October 2007 - June 2015
KeyAdvisors Group October 1998 - September 2007
United States Air Force July 1994 - September 1998
Skills
A/B testing, Analytics, Web Analytics, Online Advertising, Landing Page..., Financial Services, WebTrends Analytics, Process Improvement, Usability, Program Management, Investments, Segmentation, Business Analysis, Omniture, E-commerce, Budgets, SDLC, Data Analysis, Strategy, CRM, Business Development, Customer Service, Leadership, Management, Business Intelligence, Strategic Planning, Marketing, Marketing Strategy
Education
Smith School Business - University of Maryland 1995 — 1998
MBA, Finance/Investments
United States Air Force Academy 1990 — 1994
BSEE, Electrical Engineering
DICK'S Sporting Goods June 2015 - Present
Vanguard October 2007 - June 2015
KeyAdvisors Group October 1998 - September 2007
United States Air Force July 1994 - September 1998
Skills
A/B testing, Analytics, Web Analytics, Online Advertising, Landing Page..., Financial Services, WebTrends Analytics, Process Improvement, Usability, Program Management, Investments, Segmentation, Business Analysis, Omniture, E-commerce, Budgets, SDLC, Data Analysis, Strategy, CRM, Business Development, Customer Service, Leadership, Management, Business Intelligence, Strategic Planning, Marketing, Marketing Strategy
Education
Smith School Business - University of Maryland 1995 — 1998
MBA, Finance/Investments
United States Air Force Academy 1990 — 1994
BSEE, Electrical Engineering
Josie Slutsky's Vanguard Experience May 2006 - December 2007
Job Business and Technical Writer
Industry Public Relations and Communications
Experience
Self-Employed 2009 - Present
The Penn Mutual Life Insurance Company January 2008 - September 2009
Vanguard May 2006 - December 2007
MicroPlanet Technology Corporation 2002 - 2004
Deloitte Consulting 2001 - 2001
Fleischman Public Relations December 1994 - April 2000
Skills
Technical Writing, Editing, Technical Communication, FrameMaker, Manuals, Microsoft Office, White Papers, Microsoft Word, Adobe Acrobat, SnagIt, Audio-Visual..., Public Relations, RoboHelp, Copy Editing, Proofreading, Copywriting
Education
Trinity College-Hartford
B.A., English, Theater
Self-Employed 2009 - Present
The Penn Mutual Life Insurance Company January 2008 - September 2009
Vanguard May 2006 - December 2007
MicroPlanet Technology Corporation 2002 - 2004
Deloitte Consulting 2001 - 2001
Fleischman Public Relations December 1994 - April 2000
Skills
Technical Writing, Editing, Technical Communication, FrameMaker, Manuals, Microsoft Office, White Papers, Microsoft Word, Adobe Acrobat, SnagIt, Audio-Visual..., Public Relations, RoboHelp, Copy Editing, Proofreading, Copywriting
Education
Trinity College-Hartford
B.A., English, Theater
Joseph M. Rosen's Vanguard Experience July 2013 - August 2014
Job Sales Service Representative at Zacky Farms
Industry Food & Beverages
Experience
Zacky Farms September 2014 - Present
Vanguard July 2013 - August 2014
Vantage West Credit Union May 2012 - March 2013
Small Bone Innovations, Inc. July 2011 - August 2011
Blue Diesel June 2010 - August 2010
Vector Marketing May 2009 - August 2009
Genuardi's Supermarket October 2006 - November 2007
Skills
Microsoft Office, Windows 7, Mac OS X, Event Planning, Databases, Networking, Facebook, Social Networking, Outlook, Sales, Public Speaking, Marketing, Event Management, Leadership, Negotiation, Twitter, Organization, Business Ethics, Teamwork, Time Management, Management, Social Media Marketing, Retail, Finance
Education
University of Arizona 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Management
Pennsbury High School 2005 — 2009
High School Diploma
Zacky Farms September 2014 - Present
Vanguard July 2013 - August 2014
Vantage West Credit Union May 2012 - March 2013
Small Bone Innovations, Inc. July 2011 - August 2011
Blue Diesel June 2010 - August 2010
Vector Marketing May 2009 - August 2009
Genuardi's Supermarket October 2006 - November 2007
Skills
Microsoft Office, Windows 7, Mac OS X, Event Planning, Databases, Networking, Facebook, Social Networking, Outlook, Sales, Public Speaking, Marketing, Event Management, Leadership, Negotiation, Twitter, Organization, Business Ethics, Teamwork, Time Management, Management, Social Media Marketing, Retail, Finance
Education
University of Arizona 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Management
Pennsbury High School 2005 — 2009
High School Diploma
Darlene Vandewater's Vanguard Experience September 2001 - December 2013
Job Former Senior Fixed Income Trader at The Vanguard Group
Industry Financial Services
Experience
Darlene Vandewater January 2014 - Present
Vanguard September 2001 - December 2013
Delaware Investments, a member of the Macquarie Group 1996 - 2000
T. Rowe Price 1987 - 1996
Skills
Fixed Income, Bonds, oboist and English horn, High Yield, Asset Allocation, Bloomberg, Trading, Capital Markets, Microsoft Office, Derivatives
Education
Virginia Polytechnic Institute and State University 1980 — 1983
Bachelor of Science (BS), Building Construction
Towson University 1978 — 1980
Darlene Vandewater January 2014 - Present
Vanguard September 2001 - December 2013
Delaware Investments, a member of the Macquarie Group 1996 - 2000
T. Rowe Price 1987 - 1996
Skills
Fixed Income, Bonds, oboist and English horn, High Yield, Asset Allocation, Bloomberg, Trading, Capital Markets, Microsoft Office, Derivatives
Education
Virginia Polytechnic Institute and State University 1980 — 1983
Bachelor of Science (BS), Building Construction
Towson University 1978 — 1980
Alice Cruz's Vanguard Experience September 2013 - Present
Job Supervisor (Team Leader) at The Vanguard Group
Industry Financial Services
Experience
Vanguard September 2013 - Present
CFP Student! 2014 - 2014
Vanguard June 2012 - September 2013
Cameron School of Business August 2010 - May 2012
UNCW Wilmington 2008 - 2012
U.S. Department of State June 2011 - August 2011
Chapel Hill- Carrboro YMCA May 2011 - August 2011
Skills
Spanish, Brazilian Portuguese, Portuguese native, Microsoft Office, Research, English, Administration, PowerPoint, Leadership, Highly motivated..., Adaptability, Customer Service, Maintaining Strong..., Time Management, Portuguese, Bloomberg Terminal, Teamwork, Microsoft Excel, Finance, Financial Analysis, Series 63, Microsoft Word, Management, CRM, Public Speaking, Social Media, Event Planning
Education
University of North Carolina at Wilmington 2008 — 2012
Bachelor of Science, Business Administration Concentration in Finance
University of North Carolina at Wilmington 2008 — 2012
Bachelor of Arts (B.A.), Spanish Language and Literature
Universidad Politécnica de Valencia 2008 — 2012
Bachelor of Applied Science (BASc), Finance, General
University of North Carolina at Wilmington 2008 — 2012
BA, Business Administration Concentration: Finance
Vanguard September 2013 - Present
CFP Student! 2014 - 2014
Vanguard June 2012 - September 2013
Cameron School of Business August 2010 - May 2012
UNCW Wilmington 2008 - 2012
U.S. Department of State June 2011 - August 2011
Chapel Hill- Carrboro YMCA May 2011 - August 2011
Skills
Spanish, Brazilian Portuguese, Portuguese native, Microsoft Office, Research, English, Administration, PowerPoint, Leadership, Highly motivated..., Adaptability, Customer Service, Maintaining Strong..., Time Management, Portuguese, Bloomberg Terminal, Teamwork, Microsoft Excel, Finance, Financial Analysis, Series 63, Microsoft Word, Management, CRM, Public Speaking, Social Media, Event Planning
Education
University of North Carolina at Wilmington 2008 — 2012
Bachelor of Science, Business Administration Concentration in Finance
University of North Carolina at Wilmington 2008 — 2012
Bachelor of Arts (B.A.), Spanish Language and Literature
Universidad Politécnica de Valencia 2008 — 2012
Bachelor of Applied Science (BASc), Finance, General
University of North Carolina at Wilmington 2008 — 2012
BA, Business Administration Concentration: Finance
Adam Michael's Vanguard Experience April 2004 - April 2006
Job Marketing Finance Manager at Paramount Pictures
Industry Entertainment
Experience
Paramount Pictures Finance ManagerSavage Auto GroupMay 2006 - July 2008
Vanguard April 2004 - April 2006
Skills
Financial Modeling, Variance Analysis, Financial Analysis, Strategic Planning, Social Media Marketing, Social Media
Education
Tulane University 1999 — 2003
BSM, Finance
Paramount Pictures Finance ManagerSavage Auto GroupMay 2006 - July 2008
Vanguard April 2004 - April 2006
Skills
Financial Modeling, Variance Analysis, Financial Analysis, Strategic Planning, Social Media Marketing, Social Media
Education
Tulane University 1999 — 2003
BSM, Finance
Stephen Rinaldi's Vanguard Experience June 2010 - August 2010
Job Soccer and Rugby Imports
Industry
Experience
Soccer and Rugby Imports October 2012 - Present
Greenwich Associates April 2011 - October 2012
Vanguard June 2010 - August 2010
ING Financial Partners September 2009 - December 2009
Bridgestone May 2009 - October 2009
Skills
Financial Analysis, Valuation, Bloomberg, Fixed Income, Financial Modeling
Education
Villanova University
Bachelor of Science, Finance, General
Universal Technical Institute of Pennsylvania Inc 2007 — 2008
Automotive Technology
Soccer and Rugby Imports October 2012 - Present
Greenwich Associates April 2011 - October 2012
Vanguard June 2010 - August 2010
ING Financial Partners September 2009 - December 2009
Bridgestone May 2009 - October 2009
Skills
Financial Analysis, Valuation, Bloomberg, Fixed Income, Financial Modeling
Education
Villanova University
Bachelor of Science, Finance, General
Universal Technical Institute of Pennsylvania Inc 2007 — 2008
Automotive Technology
William Madeira's Vanguard Experience October 2008 - June 2009
Job Financial Services Professional
Industry Financial Services
Experience
Glenmede May 2012 - Present
U.S. Trust 2009 - 2012
Vanguard October 2008 - June 2009
Skills
Equities, Trading
Education
Trinity College-Hartford 2004 — 2008
Bachelor's degree, History
Glenmede May 2012 - Present
U.S. Trust 2009 - 2012
Vanguard October 2008 - June 2009
Skills
Equities, Trading
Education
Trinity College-Hartford 2004 — 2008
Bachelor's degree, History
Ajay Ramiah's Vanguard Experience November 2011 - Present
Job Quality Assurance Associate at Vanguard
Industry Financial Services
Experience
Vanguard November 2011 - Present
Vanguard July 2010 - November 2011
Skills
SQL, Project Management, Microsoft Office, Compliance
Education
University of Arizona 2006 — 2010
Vanguard November 2011 - Present
Vanguard July 2010 - November 2011
Skills
SQL, Project Management, Microsoft Office, Compliance
Education
University of Arizona 2006 — 2010
Daniel Pitcher's Vanguard Experience July 2015 - Present
Job Client Relationship Associate at Vanguard Group
Industry Financial Services
Experience
Vanguard July 2015 - Present
Northwestern Mutual May 2014 - September 2014
LPL Financial May 2013 - August 2013
YMCA of East Tennessee August 2010 - July 2013
Skills
Portfolio Management, Quantitative Finance, Financial Analysis, Health Insurance, Disability Insurance, Life Insurance, HTML, Budgets, Research, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Outlook, Public Speaking, Social Media
Education
University of Alabama 2011 — 2015
Bachelor of Science in Commerce & Business Administration, Quantitative Finance
Vanguard July 2015 - Present
Northwestern Mutual May 2014 - September 2014
LPL Financial May 2013 - August 2013
YMCA of East Tennessee August 2010 - July 2013
Skills
Portfolio Management, Quantitative Finance, Financial Analysis, Health Insurance, Disability Insurance, Life Insurance, HTML, Budgets, Research, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Outlook, Public Speaking, Social Media
Education
University of Alabama 2011 — 2015
Bachelor of Science in Commerce & Business Administration, Quantitative Finance
Danielle Wisniewski's Vanguard Experience August 2012 - March 2013
Job Dealer & Investor Services at SEI & PCT at Doylestown Hospital
Industry Hospital & Health Care
Experience
Doylestown Health July 2015 - Present
SEI July 2014 - Present
Kemp Harvest Financial Group April 2013 - July 2014
Vanguard August 2012 - March 2013
Skills
Series 7, Series 63, CPR Certified, BLS, Direct Patient Care, Notary Public, Retirement Planning, Financial Advisory, Customer Service, Microsoft Excel, PowerPoint, Time Management, Financial Analysis, Finance, Microsoft Office, Microsoft Word, Leadership, Teamwork, Investments, CNA
Education
University of Alabama 2009 — 2012
Bachelor's Degree, Commerce & Business Administration, 3.7 / 4.0
Doylestown Health July 2015 - Present
SEI July 2014 - Present
Kemp Harvest Financial Group April 2013 - July 2014
Vanguard August 2012 - March 2013
Skills
Series 7, Series 63, CPR Certified, BLS, Direct Patient Care, Notary Public, Retirement Planning, Financial Advisory, Customer Service, Microsoft Excel, PowerPoint, Time Management, Financial Analysis, Finance, Microsoft Office, Microsoft Word, Leadership, Teamwork, Investments, CNA
Education
University of Alabama 2009 — 2012
Bachelor's Degree, Commerce & Business Administration, 3.7 / 4.0
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments