Vanguard Company
Industry: Investment management company
DescriptionThe Vanguard Group is an American registered investment advisor based in Malvern, Pennsylvania with over $5.1 trillion in assets under management. It is the largest provider of mutual funds and the second-largest provider of exchange-traded funds in the world after BlackRock's iShares. Customer service: 0800 032 3731 Assets under management: 5.1 trillion USD (January 31, 2018) Founder: John C. Bogle Founded: 1 May 1975, Valley Forge, Pennsylvania, United States CEO: Mortimer J. Buckley (Jan 2018–) Headquarters: Valley Forge, Pennsylvania, United States
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Vanguard Employees
Employee
Years
Job
Industry
Ali Connell Ali Connell's Vanguard Experience June 2014 - Present
Job Vanguard Accelerated Development Program at Vanguard
Industry Financial Services
Experience
Vanguard June 2014 - Present
Altria June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Social Media, Public Speaking, Time Management
Education
University of Arizona 2010 — 2014
Bachelor's degree, Finance, General
Vanguard June 2014 - Present
Altria June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Social Media, Public Speaking, Time Management
Education
University of Arizona 2010 — 2014
Bachelor's degree, Finance, General
Evangeline Black Evangeline Black's Vanguard Experience August 2013 - February 2015
Job Client Relations Specialist at Vanguard
Industry Defense & Space
Experience
Vanguard August 2013 - February 2015
General Dynamics C4 Systems 2001 - 2012
Raytheon Missile Systems May 1997 - February 2001
Skills
•Earned Value..., • Information Security..., •United States..., •Strong Organizational..., •Results Oriented and..., Testing, Earned Value Management, Manufacturing, Security Clearance
Education
University of Arizona 1990 — 1996
BS, Electrical Engineering
Vanguard August 2013 - February 2015
General Dynamics C4 Systems 2001 - 2012
Raytheon Missile Systems May 1997 - February 2001
Skills
•Earned Value..., • Information Security..., •United States..., •Strong Organizational..., •Results Oriented and..., Testing, Earned Value Management, Manufacturing, Security Clearance
Education
University of Arizona 1990 — 1996
BS, Electrical Engineering
Gregory Leight Gregory Leight's Vanguard Experience May 2014 - September 2015
Job Market Research Associate at Marcus & Millichap
Industry Financial Services
Experience
Marcus & Millichap September 2015 - Present
Vanguard May 2014 - September 2015
First American Title May 2013 - August 2013
Northwestern Mutual June 2012 - August 2012
Skills
Finance, Leadership, Sales, Teamwork, Social Media, Insurance, Microsoft Excel, Customer Service, Communication Skills, PowerPoint, Social Skills, Organization, Financial Analysis, Risk Management, Series 7, Series 63, Communication, Social Networking, Time Management, Microsoft Office, Public Speaking, Microsoft Word
Education
University of Arizona 2010 — 2014
Desert Mountain High School 2006 — 2010
Marcus & Millichap September 2015 - Present
Vanguard May 2014 - September 2015
First American Title May 2013 - August 2013
Northwestern Mutual June 2012 - August 2012
Skills
Finance, Leadership, Sales, Teamwork, Social Media, Insurance, Microsoft Excel, Customer Service, Communication Skills, PowerPoint, Social Skills, Organization, Financial Analysis, Risk Management, Series 7, Series 63, Communication, Social Networking, Time Management, Microsoft Office, Public Speaking, Microsoft Word
Education
University of Arizona 2010 — 2014
Desert Mountain High School 2006 — 2010
Yewande Olabumuyi Yewande Olabumuyi's Vanguard Experience July 2015 - Present
Job Vanguard Accelerated Development Program at Vanguard
Industry Investment Management
Experience
Vanguard July 2015 - Present
Y/O Consulting Group LLC June 2014 - Present
Vanguard June 2014 - July 2015
Mattress Firm May 2014 - June 2014
Panthera Analytics January 2014 - May 2014
Macy's January 2013 - December 2013
Integrative Touch For Kids May 2012 - August 2012
EdVenture Partners January 2012 - May 2012
Tucson Rental Homes May 2011 - August 2011
Go English Go January 2011 - May 2011
Skills
Marketing Research, SPSS, Social Media Marketing, Microsoft Excel, Leadership, PowerPoint, Marketing, Market Research, Microsoft Office, Business Planning, Product Design, Product Development, Integrated Marketing..., Market Planning, Constant Contact, GiftWorks, Executive Coaching, Team Management, Team Building, Retail Sales, Retail Marketing, Training, Employee Relations, Employee Engagement, Non-profit Leadership, Non-profit Volunteer, Business Strategy, Business Analysis, New Business Development, Social Networking, Time Management, Customer Service, Social Media, Management, Microsoft Word, Public Speaking
Education
University of Arizona 2008 — 2012
Bachelor of Science in Business Administration, Business Marketing
University of Arizona, Eller College of Management 2008 — 2012
Undergrad, Business Marketting
Jerudong International School 2006 — 2008
GCSE, High School, 3.8
Vanguard July 2015 - Present
Y/O Consulting Group LLC June 2014 - Present
Vanguard June 2014 - July 2015
Mattress Firm May 2014 - June 2014
Panthera Analytics January 2014 - May 2014
Macy's January 2013 - December 2013
Integrative Touch For Kids May 2012 - August 2012
EdVenture Partners January 2012 - May 2012
Tucson Rental Homes May 2011 - August 2011
Go English Go January 2011 - May 2011
Skills
Marketing Research, SPSS, Social Media Marketing, Microsoft Excel, Leadership, PowerPoint, Marketing, Market Research, Microsoft Office, Business Planning, Product Design, Product Development, Integrated Marketing..., Market Planning, Constant Contact, GiftWorks, Executive Coaching, Team Management, Team Building, Retail Sales, Retail Marketing, Training, Employee Relations, Employee Engagement, Non-profit Leadership, Non-profit Volunteer, Business Strategy, Business Analysis, New Business Development, Social Networking, Time Management, Customer Service, Social Media, Management, Microsoft Word, Public Speaking
Education
University of Arizona 2008 — 2012
Bachelor of Science in Business Administration, Business Marketing
University of Arizona, Eller College of Management 2008 — 2012
Undergrad, Business Marketting
Jerudong International School 2006 — 2008
GCSE, High School, 3.8
Phillip Gorman Phillip Gorman's Vanguard Experience September 2013 - Present
Job Investment Professional
Industry Financial Services
Experience
Vanguard September 2013 - Present
Vanguard February 2012 - September 2013
The University of Arizona May 2010 - February 2012
Little Caesars June 2005 - May 2010
Skills
VBA, SAS, Microsoft Excel, Finance, Financial Analysis, Data Analysis, Microsoft Office, Customer Service, Teamwork, Public Speaking, Research, Economics, Statistics, PowerPoint, CRM, Leadership, Management, Investments, Microsoft Word, Time Management, Financial Services, Process Improvement
Education
Northeastern University 2013 — 2015
Master of Science (MS), Finance
University of Arizona, Eller College of Management 2008 — 2011
BSBA, Business Economics
Vanguard September 2013 - Present
Vanguard February 2012 - September 2013
The University of Arizona May 2010 - February 2012
Little Caesars June 2005 - May 2010
Skills
VBA, SAS, Microsoft Excel, Finance, Financial Analysis, Data Analysis, Microsoft Office, Customer Service, Teamwork, Public Speaking, Research, Economics, Statistics, PowerPoint, CRM, Leadership, Management, Investments, Microsoft Word, Time Management, Financial Services, Process Improvement
Education
Northeastern University 2013 — 2015
Master of Science (MS), Finance
University of Arizona, Eller College of Management 2008 — 2011
BSBA, Business Economics
Sara Mildenberger Sara Mildenberger's Vanguard Experience November 2007 - Present
Job Client Relationship Specialist at Vanguard
Industry Financial Services
Experience
Vanguard November 2007 - Present
Skills
Microsoft Office, Customer Service, Research, Public Speaking, Series 63, Series 6
Education
University of Arizona 2001 — 2005
Bachelor of Arts (B.A.), Communication, Business Minor
Vanguard November 2007 - Present
Skills
Microsoft Office, Customer Service, Research, Public Speaking, Series 63, Series 6
Education
University of Arizona 2001 — 2005
Bachelor of Arts (B.A.), Communication, Business Minor
Ramiro Higuera Ramiro Higuera's Vanguard Experience March 2007 - February 2014
Job Internal Wholesaler at Cole Capital
Industry Financial Services
Experience
Cole Capital February 2014 - Present
Vanguard March 2007 - February 2014
Skills
Investments, Mutual Funds, Series 63, Series 7, Portfolio Management, Asset Management, Series 6, High Net Worth..., ETFs, Asset Allocation, Securities, Investment Strategies, 401k, Retirement Planning, FINRA, Retirement, Finance, IRAs, Alternative Investments, REIT, Sales, Investment Advisory, Relationship Management, Crisis Management
Education
University of Arizona 2001 — 2006
Bachelor of Science (B.S.), Psychology
Cole Capital February 2014 - Present
Vanguard March 2007 - February 2014
Skills
Investments, Mutual Funds, Series 63, Series 7, Portfolio Management, Asset Management, Series 6, High Net Worth..., ETFs, Asset Allocation, Securities, Investment Strategies, 401k, Retirement Planning, FINRA, Retirement, Finance, IRAs, Alternative Investments, REIT, Sales, Investment Advisory, Relationship Management, Crisis Management
Education
University of Arizona 2001 — 2006
Bachelor of Science (B.S.), Psychology
Mamie Wheaton's Vanguard Experience 2011 - 2012
Job Client Relationship Administrator at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group May 2011 - Present
Vanguard 2011 - 2012
Vanguard September 2009 - May 2010
Hubbard Family Swim School May 2001 - January 2009
Skills
Series 63, Series 6, Mutual Funds, Series 7, FINRA, 401k, ETFs, Defined Contribution, Relationship Management, Retirement, Asset Allocation, Investments, Retirement Planning, Financial Services, High Net Worth..., CRM, Customer Service, Leadership
Education
University of Arizona 2004 — 2008
Business Administration & Communication
St. Mary's High School 2000 — 2004
The Vanguard Group May 2011 - Present
Vanguard 2011 - 2012
Vanguard September 2009 - May 2010
Hubbard Family Swim School May 2001 - January 2009
Skills
Series 63, Series 6, Mutual Funds, Series 7, FINRA, 401k, ETFs, Defined Contribution, Relationship Management, Retirement, Asset Allocation, Investments, Retirement Planning, Financial Services, High Net Worth..., CRM, Customer Service, Leadership
Education
University of Arizona 2004 — 2008
Business Administration & Communication
St. Mary's High School 2000 — 2004
William Puggini, CFA William Puggini, CFA's Vanguard Experience August 2015 - Present
Job Senior Investment Analyst, Financial Advisor Services at Vanguard
Industry Financial Services
Experience
Vanguard August 2015 - Present
Vanguard March 2014 - Present
Vanguard January 2012 - March 2014
Vanguard August 2010 - January 2012
Vanguard August 2008 - August 2010
DriveTime May 2007 - August 2007
Skills
Investments, Morningstar Direct, Mutual Funds, Excel, Financial Modeling, FactSet, Portfolio Management, Bloomberg, ETFs, Finance, Microsoft Excel, Analysis, Financial Services, Leadership, Asset Allocation, Capital Markets, Financial Analysis, Microsoft Office
Education
University of Arizona, Eller College of Management 2004 — 2008
Bachelor's
Vanguard August 2015 - Present
Vanguard March 2014 - Present
Vanguard January 2012 - March 2014
Vanguard August 2010 - January 2012
Vanguard August 2008 - August 2010
DriveTime May 2007 - August 2007
Skills
Investments, Morningstar Direct, Mutual Funds, Excel, Financial Modeling, FactSet, Portfolio Management, Bloomberg, ETFs, Finance, Microsoft Excel, Analysis, Financial Services, Leadership, Asset Allocation, Capital Markets, Financial Analysis, Microsoft Office
Education
University of Arizona, Eller College of Management 2004 — 2008
Bachelor's
Elie Merheb Elie Merheb's Vanguard Experience June 2014 - Present
Job Vanguard
Industry Investment Banking
Experience
Vanguard June 2014 - Present
Realty Executives March 2012 - Present
Uber July 2014 - Present
Afni April 2010 - March 2012
Skills
Buyer Representation, Sellers, First Time Home Buyers, Listings, Short Sales, New Home Sales, Single Family Homes, Relocation, Foreclosures, REO, Condos, Move Up Buyers, Referrals, Investors, Townhomes, Real Property, New Homes, Buyers, HUD, Seller Representation, Investment Properties, Real Estate Marketing, Real Estate Transactions, Property, SFR, Real Estate Financing, Residential Homes, Real Estate, Escrow, Property Management, FHA, Real Estate Development, Selling, Customer Service, Sales
Education
University of Arizona, Eller College of Management 2012 — 2014
Bachelor of Science in Business Administration (B.S.B.A.), Economics, 3.70
Vanguard June 2014 - Present
Realty Executives March 2012 - Present
Uber July 2014 - Present
Afni April 2010 - March 2012
Skills
Buyer Representation, Sellers, First Time Home Buyers, Listings, Short Sales, New Home Sales, Single Family Homes, Relocation, Foreclosures, REO, Condos, Move Up Buyers, Referrals, Investors, Townhomes, Real Property, New Homes, Buyers, HUD, Seller Representation, Investment Properties, Real Estate Marketing, Real Estate Transactions, Property, SFR, Real Estate Financing, Residential Homes, Real Estate, Escrow, Property Management, FHA, Real Estate Development, Selling, Customer Service, Sales
Education
University of Arizona, Eller College of Management 2012 — 2014
Bachelor of Science in Business Administration (B.S.B.A.), Economics, 3.70
Benjamin Offenhartz Benjamin Offenhartz's Vanguard Experience May 2013 - August 2013
Job Cash Desk Analyst at PIMCO
Industry Investment Management
Experience
PIMCO June 2014 - Present
Sterling Investment Management, Inc. August 2013 - May 2014
Vanguard May 2013 - August 2013
Carlton House Capital Partners January 2013 - May 2013
Northwestern Mutual August 2012 - January 2013
Skills
Security Analysis, Asset Allocation, Financial Modeling, Portfolio Management, Investment Management, Mutual Funds, Wealth Management, Equity Valuation, Equity Research, Public Speaking, Investment Strategies, Bloomberg Terminal, Bloomberg, Securities
Education
University of Arizona 2010 — 2014
Bachelor of Science (BS), Finance, General
PIMCO June 2014 - Present
Sterling Investment Management, Inc. August 2013 - May 2014
Vanguard May 2013 - August 2013
Carlton House Capital Partners January 2013 - May 2013
Northwestern Mutual August 2012 - January 2013
Skills
Security Analysis, Asset Allocation, Financial Modeling, Portfolio Management, Investment Management, Mutual Funds, Wealth Management, Equity Valuation, Equity Research, Public Speaking, Investment Strategies, Bloomberg Terminal, Bloomberg, Securities
Education
University of Arizona 2010 — 2014
Bachelor of Science (BS), Finance, General
Alexandra Merriman Alexandra Merriman's Vanguard Experience November 2010 - December 2011
Job Associate
Industry Financial Services
Experience
J.P. Morgan Communication AdministratorVanguardDecember 2011 - June 2015
Vanguard November 2010 - December 2011
First Investors Corporation July 2010 - November 2010
Skills
Leadership, Project Management, Process Improvement, Strategic Planning, Financial Analysis, Marketing, Social Media Marketing, Business Analysis, Market Research, PowerPoint, Microsoft Excel, Account Management, Team Leadership
Education
University of Arizona, Eller College of Management 2013 — 2014
Master of Business Administration (MBA), Marketing
University of Arizona, Eller College of Management 2006 — 2010
Bachelor of Science (BS), Business Administration and Management, General
J.P. Morgan Communication AdministratorVanguardDecember 2011 - June 2015
Vanguard November 2010 - December 2011
First Investors Corporation July 2010 - November 2010
Skills
Leadership, Project Management, Process Improvement, Strategic Planning, Financial Analysis, Marketing, Social Media Marketing, Business Analysis, Market Research, PowerPoint, Microsoft Excel, Account Management, Team Leadership
Education
University of Arizona, Eller College of Management 2013 — 2014
Master of Business Administration (MBA), Marketing
University of Arizona, Eller College of Management 2006 — 2010
Bachelor of Science (BS), Business Administration and Management, General
Stephen Kane Stephen Kane's Vanguard Experience May 2013 - August 2013
Job Associate at PricewaterhouseCoopers
Industry Accounting
Experience
PwC January 2015 - Present
The University of Arizona August 2014 - December 2014
PwC June 2014 - August 2014
Revolutionary Medical Devices (RMD), LLC June 2013 - May 2014
Vanguard May 2013 - August 2013
The University of Arizona- Eller College of Management October 2011 - June 2012
Skills
Conversational in..., Excellent oral and..., Experienced Traveler, Leadership, Management, Team Leadership, Team Building, Customer Service, Training, Project Planning, Budgets, Microsoft Excel, Spanish, Program Management, Recruiting, Teamwork, Spanish-speaking, Research, Facebook, Cross-functional Team..., Microsoft Office, Microsoft Word, Marketing, PowerPoint, Access, Time Management, Finance, QuickBooks, Auditing, Financial Analysis, Data Analysis, Retail, Accounting
Education
University of Arizona 2010 — 2014
Bachelor of Science (B.S.), Accounting, Magna Cum Laude
University of Sydney 2012 — 2012
Study Abroad Student
PwC January 2015 - Present
The University of Arizona August 2014 - December 2014
PwC June 2014 - August 2014
Revolutionary Medical Devices (RMD), LLC June 2013 - May 2014
Vanguard May 2013 - August 2013
The University of Arizona- Eller College of Management October 2011 - June 2012
Skills
Conversational in..., Excellent oral and..., Experienced Traveler, Leadership, Management, Team Leadership, Team Building, Customer Service, Training, Project Planning, Budgets, Microsoft Excel, Spanish, Program Management, Recruiting, Teamwork, Spanish-speaking, Research, Facebook, Cross-functional Team..., Microsoft Office, Microsoft Word, Marketing, PowerPoint, Access, Time Management, Finance, QuickBooks, Auditing, Financial Analysis, Data Analysis, Retail, Accounting
Education
University of Arizona 2010 — 2014
Bachelor of Science (B.S.), Accounting, Magna Cum Laude
University of Sydney 2012 — 2012
Study Abroad Student
Bradley Drea Bradley Drea's Vanguard Experience June 2011 - September 2012
Job Compliance Analyst
Industry Investment Management
Experience
Los Angeles Capital Management October 2012 - Present
Vanguard June 2011 - September 2012
LEWIS PR June 2010 - August 2010
Skills
Series 7, Series 63, Mutual Funds, Investments, Asset Allocation, ETFs, Microsoft Excel, Finance, Mac OS X, Microsoft Office, Investment Strategies, Compliance, Investment Management, Valuation, Financial Analysis, Leadership, Management, Analysis, OS X
Education
University of Arizona, Eller College of Management 2007 — 2011
Bachelor of Science in Business Administration, Business Management, 3.6
Los Angeles Capital Management October 2012 - Present
Vanguard June 2011 - September 2012
LEWIS PR June 2010 - August 2010
Skills
Series 7, Series 63, Mutual Funds, Investments, Asset Allocation, ETFs, Microsoft Excel, Finance, Mac OS X, Microsoft Office, Investment Strategies, Compliance, Investment Management, Valuation, Financial Analysis, Leadership, Management, Analysis, OS X
Education
University of Arizona, Eller College of Management 2007 — 2011
Bachelor of Science in Business Administration, Business Management, 3.6
Gregory Cusson Gregory Cusson's Vanguard Experience June 2015 - Present
Job Assigned Representative at Vanguard
Industry Investment Banking
Experience
Vanguard June 2015 - Present
Vanguard May 2013 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking, Java, HTML, English, Windows, Event Planning, Team Leadership
Education
University of Arizona 2009 — 2013
Bachelor of Arts (B.A.), Economics
Hong Kong International School 2005 — 2009
Vanguard June 2015 - Present
Vanguard May 2013 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking, Java, HTML, English, Windows, Event Planning, Team Leadership
Education
University of Arizona 2009 — 2013
Bachelor of Arts (B.A.), Economics
Hong Kong International School 2005 — 2009
Dalia Yanez Dalia Yanez's Vanguard Experience October 2012 - April 2013
Job Consular Affairs at U.S. Department of State
Industry International Affairs
Experience
U.S. Department of State July 2013 - Present
Vanguard October 2012 - April 2013
Peace Corps June 2010 - August 2012
AmeriCorps July 2009 - May 2010
Skills
Youth Development, Community Outreach, Volunteer Management, Intercultural..., Public Speaking, Non-profits, Program Development, Policy Analysis, Community Organizing, Youth Leadership, NGOs, Workshop Facilitation, Qualitative Research, Conflict Resolution, Community Engagement, Diversity Training, Program Management, Volunteer Training, Event Planning, Program Facilitation, Non-profit..., International..., Social Media
Education
University of Arizona 2005 — 2009
Bachelor of Arts (B.A.)
U.S. Department of State July 2013 - Present
Vanguard October 2012 - April 2013
Peace Corps June 2010 - August 2012
AmeriCorps July 2009 - May 2010
Skills
Youth Development, Community Outreach, Volunteer Management, Intercultural..., Public Speaking, Non-profits, Program Development, Policy Analysis, Community Organizing, Youth Leadership, NGOs, Workshop Facilitation, Qualitative Research, Conflict Resolution, Community Engagement, Diversity Training, Program Management, Volunteer Training, Event Planning, Program Facilitation, Non-profit..., International..., Social Media
Education
University of Arizona 2005 — 2009
Bachelor of Arts (B.A.)
Justin Jenkins Justin Jenkins's Vanguard Experience September 2005 - August 2006
Job iShares Institutional Marketing at BlackRock
Industry Financial Services
Experience
BlackRock November 2014 - Present
BlackRock July 2012 - November 2014
Wellington Management April 2010 - June 2012
Bernstein Global Wealth Management February 2007 - March 2010
Vanguard September 2005 - August 2006
Skills
Financial Services, Institutional..., Marketing, Marketing Communications, Financial Operations, Investments, Finance, Equities, Fixed Income, Alternative Investments, Hedge Funds, Asset Management, Private Equity, Mutual Funds, Integrated Marketing, Capital Markets, Securities
Education
University of Arizona 2001 — 2005
Bachelor of Business Administration (B.B.A.), Entrepreneurship/Entrepreneurial Studies
BlackRock November 2014 - Present
BlackRock July 2012 - November 2014
Wellington Management April 2010 - June 2012
Bernstein Global Wealth Management February 2007 - March 2010
Vanguard September 2005 - August 2006
Skills
Financial Services, Institutional..., Marketing, Marketing Communications, Financial Operations, Investments, Finance, Equities, Fixed Income, Alternative Investments, Hedge Funds, Asset Management, Private Equity, Mutual Funds, Integrated Marketing, Capital Markets, Securities
Education
University of Arizona 2001 — 2005
Bachelor of Business Administration (B.B.A.), Entrepreneurship/Entrepreneurial Studies
John Turek John Turek's Vanguard Experience August 2008 - February 2011
Job Associate Clarion Partners LLC
Industry Investment Management
Experience
Clarion Partners LLC August 2013 - Present
Sovereign Capital Management Group, Inc. March 2011 - August 2013
Vanguard August 2008 - February 2011
Skills
Real Estate Private..., Structured Finance
Education
University of Arizona 2004 — 2008
Clarion Partners LLC August 2013 - Present
Sovereign Capital Management Group, Inc. March 2011 - August 2013
Vanguard August 2008 - February 2011
Skills
Real Estate Private..., Structured Finance
Education
University of Arizona 2004 — 2008
David Ciccolini's Vanguard Experience February 2015 - Present
Job Associate at Vanguard
Industry Financial Services
Experience
Vanguard February 2015 - Present
The University of Arizona August 2012 - June 2014
Skills
Microsoft Excel, Financial Modeling, Financial Analysis, Leadership, Microsoft Office, Team Leadership, Social Media, Customer Service, Customer Relationship...
Education
University of Arizona, Eller College of Management 2010 — 2014
Bachelor's Degree, Finance
Pinnacle High School 2006 — 2010
Vanguard February 2015 - Present
The University of Arizona August 2012 - June 2014
Skills
Microsoft Excel, Financial Modeling, Financial Analysis, Leadership, Microsoft Office, Team Leadership, Social Media, Customer Service, Customer Relationship...
Education
University of Arizona, Eller College of Management 2010 — 2014
Bachelor's Degree, Finance
Pinnacle High School 2006 — 2010
William Mayback Jr William Mayback Jr's Vanguard Experience January 2010 - September 2010
Job Business Consultant at Meteorix
Industry Computer Software
Experience
Meteorix October 2014 - Present
Meteorix July 2013 - October 2014
FeedsMore May 2013 - July 2013
The Starter League March 2013 - June 2013
Merrill Lynch April 2012 - October 2012
Merrill Lynch September 2010 - April 2012
Vanguard January 2010 - September 2010
Vanguard July 2008 - September 2010
Vanguard January 2009 - January 2010
Vanguard October 2008 - January 2009
Skills
Series 7, Data Analysis, Ruby on Rails, Performance Metrics, Wealth Management, Equity Trading, Operational Efficiency, Investment Strategies, Retirement Planning, Relationship Management, Investment Advisory, DMAIC, Saving for Education, Risk Management, Series 63, 401k Rollovers, Mutual Funds, Asset Allocation, Retirement, Series 65, IRAs, Investments, Equity Derivatives, Fixed Income Strategies, Bond Markets, Cost Efficiency, Financial Services, Equities, Trading
Education
University of Arizona 2002 — 2007
Bachelor of Arts (B.A.), Communication and Media Studies
University of Arizona 2002 — 2007
B.A, Communication and Media Studies
NTHS 1998 — 2002
Meteorix October 2014 - Present
Meteorix July 2013 - October 2014
FeedsMore May 2013 - July 2013
The Starter League March 2013 - June 2013
Merrill Lynch April 2012 - October 2012
Merrill Lynch September 2010 - April 2012
Vanguard January 2010 - September 2010
Vanguard July 2008 - September 2010
Vanguard January 2009 - January 2010
Vanguard October 2008 - January 2009
Skills
Series 7, Data Analysis, Ruby on Rails, Performance Metrics, Wealth Management, Equity Trading, Operational Efficiency, Investment Strategies, Retirement Planning, Relationship Management, Investment Advisory, DMAIC, Saving for Education, Risk Management, Series 63, 401k Rollovers, Mutual Funds, Asset Allocation, Retirement, Series 65, IRAs, Investments, Equity Derivatives, Fixed Income Strategies, Bond Markets, Cost Efficiency, Financial Services, Equities, Trading
Education
University of Arizona 2002 — 2007
Bachelor of Arts (B.A.), Communication and Media Studies
University of Arizona 2002 — 2007
B.A, Communication and Media Studies
NTHS 1998 — 2002
Melissa Montoya's Vanguard Experience August 2015 - Present
Job Brokerage Associate
Industry Financial Services
Experience
Vanguard August 2015 - Present
Vanguard July 2014 - Present
Teach for America June 2012 - June 2014
University of Arizona Women's Lacrosse Team May 2010 - July 2012
The University of Arizona August 2010 - June 2012
The University of Arizona August 2009 - May 2012
Global Sage June 2011 - August 2011
College Works Painting September 2008 - July 2009
Skills
Venture Capital, Private Equity, Mergers & Acquisitions, Asset Management, Microsoft Office, Microsoft Excel, PowerPoint, Public Speaking, Research, Microsoft Word, Social Media, Customer Service, SPSS, Teaching
Education
University of Arizona 2008 — 2012
Bachelors, Finance and Psychology
Vanguard August 2015 - Present
Vanguard July 2014 - Present
Teach for America June 2012 - June 2014
University of Arizona Women's Lacrosse Team May 2010 - July 2012
The University of Arizona August 2010 - June 2012
The University of Arizona August 2009 - May 2012
Global Sage June 2011 - August 2011
College Works Painting September 2008 - July 2009
Skills
Venture Capital, Private Equity, Mergers & Acquisitions, Asset Management, Microsoft Office, Microsoft Excel, PowerPoint, Public Speaking, Research, Microsoft Word, Social Media, Customer Service, SPSS, Teaching
Education
University of Arizona 2008 — 2012
Bachelors, Finance and Psychology
Kelly Seaman Kelly Seaman's Vanguard Experience October 2013 - Present
Job Client Relationship Associate at Vanguard
Industry Financial Services
Experience
Vanguard October 2013 - Present
Barrio Brewing Company July 2012 - August 2013
Gentle Ben's Brewing Company June 2011 - July 2012
The Buckle June 2010 - June 2011
Outback Steakhouse April 2008 - July 2009
Skills
Microsoft Excel, PowerPoint, Outlook, Microsoft Word, Customer Service, Microsoft Office, Time Management, Public Speaking, Event Planning, Data Entry, Research, Teamwork, English, Facebook, Inventory Management, Social Networking
Education
University of Arizona 2009 — 2013
Global and Intercultural Studies
Vanguard October 2013 - Present
Barrio Brewing Company July 2012 - August 2013
Gentle Ben's Brewing Company June 2011 - July 2012
The Buckle June 2010 - June 2011
Outback Steakhouse April 2008 - July 2009
Skills
Microsoft Excel, PowerPoint, Outlook, Microsoft Word, Customer Service, Microsoft Office, Time Management, Public Speaking, Event Planning, Data Entry, Research, Teamwork, English, Facebook, Inventory Management, Social Networking
Education
University of Arizona 2009 — 2013
Global and Intercultural Studies
Nicole Mallery Nicole Mallery's Vanguard Experience October 2012 - Present
Job Supervisor at Vanguard
Industry Financial Services
Experience
Vanguard October 2012 - Present
Vanguard October 2010 - September 2012
Vanguard July 2009 - September 2010
Vanguard May 2008 - August 2008
Vanguard May 2007 - August 2007
Education
University of Arizona, Eller College of Management 2005 — 2009
B.S. in Business Administration, Finance, Honors
Vanguard October 2012 - Present
Vanguard October 2010 - September 2012
Vanguard July 2009 - September 2010
Vanguard May 2008 - August 2008
Vanguard May 2007 - August 2007
Education
University of Arizona, Eller College of Management 2005 — 2009
B.S. in Business Administration, Finance, Honors
Morgan Eisinberg Morgan Eisinberg's Vanguard Experience January 2012 - June 2014
Job Technical Recruiter
Industry Primary/Secondary Education
Experience
The Judge Group August 2015 - Present
Jack M. Barrack Hebrew Academy June 2014 - June 2015
Vanguard January 2012 - June 2014
Vanguard October 2010 - January 2012
Vanguard June 2008 - October 2010
Skills
Recruiting, Program Management, Human Resources, Event Planning, Coordinating Events, Coaching, Investments, Time Management, PeopleSoft, Microsoft Office, Employee Engagement, CRM, Employment, Admissions, Yoga Instruction
Education
University of Arizona 2004 — 2008
Bachelor of Science, Family Studies and Human Development
Villanova University 2012 — 2012
Certification in Essentials of Human Resource Management
The International Institute of Orvieto 2007 — 2007
Classical History
The Judge Group August 2015 - Present
Jack M. Barrack Hebrew Academy June 2014 - June 2015
Vanguard January 2012 - June 2014
Vanguard October 2010 - January 2012
Vanguard June 2008 - October 2010
Skills
Recruiting, Program Management, Human Resources, Event Planning, Coordinating Events, Coaching, Investments, Time Management, PeopleSoft, Microsoft Office, Employee Engagement, CRM, Employment, Admissions, Yoga Instruction
Education
University of Arizona 2004 — 2008
Bachelor of Science, Family Studies and Human Development
Villanova University 2012 — 2012
Certification in Essentials of Human Resource Management
The International Institute of Orvieto 2007 — 2007
Classical History
Kyle Santander Kyle Santander's Vanguard Experience May 2010 - Present
Job Senior Internal Sales Executive at Vanguard
Industry Financial Services
Experience
Vanguard May 2010 - Present
Vanguard April 2007 - April 2010
Skills
ETFs, Mutual Funds, Financial Sales, Finance, Financial Analysis, Sales Management, Sales Process, Sales Presentations, CIMA
Education
University of Arizona 2002 — 2006
Bachelor of Arts (B.A.), Economics
Vanguard May 2010 - Present
Vanguard April 2007 - April 2010
Skills
ETFs, Mutual Funds, Financial Sales, Finance, Financial Analysis, Sales Management, Sales Process, Sales Presentations, CIMA
Education
University of Arizona 2002 — 2006
Bachelor of Arts (B.A.), Economics
Melissa Tirendi's Vanguard Experience October 2014 - Present
Job Internal Sales Consultant at Vanguard
Industry Financial Services
Experience
Vanguard October 2014 - Present
Vanguard February 2013 - Present
Vanguard May 2012 - Present
Advanced Orthopaedics & Sports Medicine, Bryan Matanky M.D. January 2013 - March 2013
Fox Restaurant Concepts March 2010 - May 2012
Capoeira Mandinga Tucson May 2011 - July 2011
Eller Outreach Program - Technology Summer Camp April 2010 - August 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Teamwork, Public Speaking, Customer Service, Time Management, Event Planning, Social Media, Visio, Spanish, Data Analysis, Facebook, Critical Thinking, Leadership, Financial Analysis, Close Attention to..., Sales, Analysis, Budgets, Management, Marketing Strategy, Training, Strategic Planning, Social Networking
Education
University of Arizona 2008 — 2012
Bachelor of Business Administration (BBA), Economics
University of Arizona, College of Humanities 2008 — 2012
Bachelor of Arts (B.A.), Spanish (Portuguese Concentration)
University of Arizona, Eller College of Management 2008 — 2012
BSBA, Business Economics
Vanguard October 2014 - Present
Vanguard February 2013 - Present
Vanguard May 2012 - Present
Advanced Orthopaedics & Sports Medicine, Bryan Matanky M.D. January 2013 - March 2013
Fox Restaurant Concepts March 2010 - May 2012
Capoeira Mandinga Tucson May 2011 - July 2011
Eller Outreach Program - Technology Summer Camp April 2010 - August 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Teamwork, Public Speaking, Customer Service, Time Management, Event Planning, Social Media, Visio, Spanish, Data Analysis, Facebook, Critical Thinking, Leadership, Financial Analysis, Close Attention to..., Sales, Analysis, Budgets, Management, Marketing Strategy, Training, Strategic Planning, Social Networking
Education
University of Arizona 2008 — 2012
Bachelor of Business Administration (BBA), Economics
University of Arizona, College of Humanities 2008 — 2012
Bachelor of Arts (B.A.), Spanish (Portuguese Concentration)
University of Arizona, Eller College of Management 2008 — 2012
BSBA, Business Economics
Catharine Marckwardt's Vanguard Experience June 2010 - April 2012
Job Relationship Manager Commercial Real Estate
Industry Banking
Experience
Comerica Bank August 2015 - Present
Comerica Bank November 2014 - August 2015
Comerica Bank December 2012 - November 2014
TD Ameritrade May 2012 - December 2012
Vanguard June 2010 - April 2012
Skills
Customer Service, Investments, Excel, PowerPoint, Word, Customer Relations, Microsoft Office, Training, Microsoft Excel, Microsoft Word
Education
University of Arizona, Eller College of Management 2006 — 2010
Bachelor of Science in Business Administration, Finance, Spanish
Comerica Bank August 2015 - Present
Comerica Bank November 2014 - August 2015
Comerica Bank December 2012 - November 2014
TD Ameritrade May 2012 - December 2012
Vanguard June 2010 - April 2012
Skills
Customer Service, Investments, Excel, PowerPoint, Word, Customer Relations, Microsoft Office, Training, Microsoft Excel, Microsoft Word
Education
University of Arizona, Eller College of Management 2006 — 2010
Bachelor of Science in Business Administration, Finance, Spanish
Raymond Siu's Vanguard Experience January 2014 - January 2015
Job Financial Representative II at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments January 2015 - Present
Vanguard January 2014 - January 2015
RuffaloCODY September 2013 - December 2013
Northwestern Mutual January 2013 - October 2013
Skills
Finance, Wealth Management, Mutual Funds, Retirement Planning, Series 7, Financial Services, Sales, CRM, ETFs, Strategic Financial..., Financial Planning, Investments, Wealth Accumulation, Risk Management, Customer Service, Series 63
Education
University of Arizona 2009 — 2013
Bachelor of Arts (B.A.), Economics
Fidelity Investments January 2015 - Present
Vanguard January 2014 - January 2015
RuffaloCODY September 2013 - December 2013
Northwestern Mutual January 2013 - October 2013
Skills
Finance, Wealth Management, Mutual Funds, Retirement Planning, Series 7, Financial Services, Sales, CRM, ETFs, Strategic Financial..., Financial Planning, Investments, Wealth Accumulation, Risk Management, Customer Service, Series 63
Education
University of Arizona 2009 — 2013
Bachelor of Arts (B.A.), Economics
Al Ladesic's Vanguard Experience January 2012 - November 2012
Job Land Acquisitions at KB Home
Industry Investment Management
Experience
KB Home December 2012 - Present
Vanguard January 2012 - November 2012
Charles Schwab June 2011 - December 2011
Murphy Business & Financial Southwest, Inc. June 2009 - June 2011
Avail Business Brokers April 2008 - May 2009
Everest Holdings - Commercial Real Estate Investment Firm March 2005 - March 2007
Marcus & Millichap February 2004 - February 2005
Rancho Sahuarita Company - RE Brokerage, Investment, Land Development Firm June 2003 - September 2003
Phelps Dodge June 2003 - August 2003
Skills
Finance, Small Business, Entrepreneurship, Business, Manufacturing, Business Valuation, Valuation, Due Diligence, Mergers, Financial Analysis, Real Estate, Brokerage, Investments, Asset Managment, Business Planning, Private Equity, Commercial Real Estate, Mergers & Acquisitions, Business Strategy, Strategic Planning, Real Estate Development, Equities, Financial Modeling, Acquisitions, Market Analysis, Asset Management, Marketing
Education
University of Arizona, Eller College of Management 2002 — 2003
MBA, Finance
University of Pittsburgh 1989 — 1993
BS, Chemical Engineering
KB Home December 2012 - Present
Vanguard January 2012 - November 2012
Charles Schwab June 2011 - December 2011
Murphy Business & Financial Southwest, Inc. June 2009 - June 2011
Avail Business Brokers April 2008 - May 2009
Everest Holdings - Commercial Real Estate Investment Firm March 2005 - March 2007
Marcus & Millichap February 2004 - February 2005
Rancho Sahuarita Company - RE Brokerage, Investment, Land Development Firm June 2003 - September 2003
Phelps Dodge June 2003 - August 2003
Skills
Finance, Small Business, Entrepreneurship, Business, Manufacturing, Business Valuation, Valuation, Due Diligence, Mergers, Financial Analysis, Real Estate, Brokerage, Investments, Asset Managment, Business Planning, Private Equity, Commercial Real Estate, Mergers & Acquisitions, Business Strategy, Strategic Planning, Real Estate Development, Equities, Financial Modeling, Acquisitions, Market Analysis, Asset Management, Marketing
Education
University of Arizona, Eller College of Management 2002 — 2003
MBA, Finance
University of Pittsburgh 1989 — 1993
BS, Chemical Engineering
Eric Poulson's Vanguard Experience September 2010 - Present
Job BI Developer at Vanguard
Industry Financial Services
Experience
Vanguard September 2010 - Present
DollarDays International March 2009 - September 2010
Self Employed March 2001 - March 2009
SAIC February 1998 - March 2001
Skills
Business Intelligence, SQL, ETL, Business Analysis, Cognos, Data Visualization, Microsoft Excel, Access, Project Management, Performance Dashboards, Metrics, visual design, Fine Art
Education
University of Arizona 1985 — 1989
Bachelor's Degree, Marketing
Vanguard September 2010 - Present
DollarDays International March 2009 - September 2010
Self Employed March 2001 - March 2009
SAIC February 1998 - March 2001
Skills
Business Intelligence, SQL, ETL, Business Analysis, Cognos, Data Visualization, Microsoft Excel, Access, Project Management, Performance Dashboards, Metrics, visual design, Fine Art
Education
University of Arizona 1985 — 1989
Bachelor's Degree, Marketing
Alejandro Aguirre's Vanguard Experience 2014 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Vanguard 2014 - Present
Eegees June 2010 - December 2013
Hollister Co. June 2008 - May 2009
Skills
Business Relationship..., Team Leadership, Investment Strategies, Communication, Direct Sales, Trade Finance, Collaborative Problem..., Leadership
Education
University of Arizona, Eller College of Management 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Management
Vanguard 2014 - Present
Eegees June 2010 - December 2013
Hollister Co. June 2008 - May 2009
Skills
Business Relationship..., Team Leadership, Investment Strategies, Communication, Direct Sales, Trade Finance, Collaborative Problem..., Leadership
Education
University of Arizona, Eller College of Management 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Management
Dylan Duniho Dylan Duniho's Vanguard Experience June 2014 - Present
Job Client Relationship Specialist at Vanguard
Industry Financial Services
Experience
Vanguard June 2014 - Present
Crestline Promotional Products May 2013 - August 2013
Arizona Students' Association July 2012 - May 2013
The University of Arizona August 2011 - May 2012
Skills
Microsoft Word, PowerPoint, Microsoft Office, Public Speaking, Research, Social Media, Outlook, Microsoft Excel, Customer Service, Event Planning, Teamwork, Social Networking, Leadership, Time Management, Social Media Marketing, Marketing, Team Leadership, Data Analysis, Community Outreach, Facebook, Communication
Education
University of Arizona 2010 — 2014
Bachelor of Arts (B.A.) with Honors, Creative Writing, Pre-Law, Magna Cum Laude
Vanguard June 2014 - Present
Crestline Promotional Products May 2013 - August 2013
Arizona Students' Association July 2012 - May 2013
The University of Arizona August 2011 - May 2012
Skills
Microsoft Word, PowerPoint, Microsoft Office, Public Speaking, Research, Social Media, Outlook, Microsoft Excel, Customer Service, Event Planning, Teamwork, Social Networking, Leadership, Time Management, Social Media Marketing, Marketing, Team Leadership, Data Analysis, Community Outreach, Facebook, Communication
Education
University of Arizona 2010 — 2014
Bachelor of Arts (B.A.) with Honors, Creative Writing, Pre-Law, Magna Cum Laude
Steven Zonsius Steven Zonsius's Vanguard Experience July 2014 - Present
Job Brokerage Investment Professional at Vanguard
Industry Financial Services
Experience
Vanguard July 2014 - Present
Vanguard November 2013 - July 2014
Abroad Horizon August 2012 - May 2013
Fox Restaurant Concepts February 2012 - September 2012
Expat Financial Advice Spain June 2011 - August 2011
California Pizza Kitchen October 2010 - May 2011
Best Western International May 2010 - August 2010
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, Restaurants, Sportswear, Sports, PowerPoint, Mac OS, Time Management, Outlook, Social Networking, Public Speaking, Entrepreneurship..., Entrepreneurship, Budgets, Sales, Market Research, Leadership, Facebook
Education
University of Arizona 2009 — 2013
Bachelor of Science, Business Administration;, Entrepreneurship & Business Management
Vanguard July 2014 - Present
Vanguard November 2013 - July 2014
Abroad Horizon August 2012 - May 2013
Fox Restaurant Concepts February 2012 - September 2012
Expat Financial Advice Spain June 2011 - August 2011
California Pizza Kitchen October 2010 - May 2011
Best Western International May 2010 - August 2010
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, Restaurants, Sportswear, Sports, PowerPoint, Mac OS, Time Management, Outlook, Social Networking, Public Speaking, Entrepreneurship..., Entrepreneurship, Budgets, Sales, Market Research, Leadership, Facebook
Education
University of Arizona 2009 — 2013
Bachelor of Science, Business Administration;, Entrepreneurship & Business Management
Kimberly Plungis Kimberly Plungis's Vanguard Experience July 2013 - Present
Job High Net Worth Brokerage Associate at Vanguard
Industry Financial Services
Experience
Vanguard July 2013 - Present
Starwood Hotels & Resorts Worldwide, Inc. March 2013 - July 2013
Blair Charity Group October 2012 - July 2013
The University of Arizona August 2012 - July 2013
The University of Arizona 2009 - May 2013
The University of Arizona August 2010 - December 2011
City of Scottsdale May 2007 - August 2010
Skills
Cpr Certified, SPSS, Community Outreach, Data Analysis, PowerPoint, Spanish, Microsoft Office, Microsoft Excel, Customer Service, Nonprofits, Event Management, Time Management
Education
University of Arizona, Eller College of Management 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Vanguard July 2013 - Present
Starwood Hotels & Resorts Worldwide, Inc. March 2013 - July 2013
Blair Charity Group October 2012 - July 2013
The University of Arizona August 2012 - July 2013
The University of Arizona 2009 - May 2013
The University of Arizona August 2010 - December 2011
City of Scottsdale May 2007 - August 2010
Skills
Cpr Certified, SPSS, Community Outreach, Data Analysis, PowerPoint, Spanish, Microsoft Office, Microsoft Excel, Customer Service, Nonprofits, Event Management, Time Management
Education
University of Arizona, Eller College of Management 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Bryan Endreson Bryan Endreson's Vanguard Experience January 1999 - January 2000
Job Learning Solutions Consultant at Pearson Learning Solutions
Industry Publishing
Experience
Pearson Learning Solutions July 2015 - Present
Cengage Learning January 2000 - July 2015
Thomson Learning January 2000 - January 2007
Vanguard January 1999 - January 2000
Skills
Academic Publishing, Textbooks, Custom Publishing, Online Publishing, Ebooks, Team Leadership, Coaching, Sales Presentations, Publishing, Content Development, Salesforce.com, Account Management, Sales, Marketing Strategy, E-Learning, Sales Rep Training, Solution Selling
Education
University of Arizona, Eller College of Management 1994 — 1998
Bachelor of Science in Business Administration, Marketing
Brophy 1990 — 1994
Pearson Learning Solutions July 2015 - Present
Cengage Learning January 2000 - July 2015
Thomson Learning January 2000 - January 2007
Vanguard January 1999 - January 2000
Skills
Academic Publishing, Textbooks, Custom Publishing, Online Publishing, Ebooks, Team Leadership, Coaching, Sales Presentations, Publishing, Content Development, Salesforce.com, Account Management, Sales, Marketing Strategy, E-Learning, Sales Rep Training, Solution Selling
Education
University of Arizona, Eller College of Management 1994 — 1998
Bachelor of Science in Business Administration, Marketing
Brophy 1990 — 1994
Mark E. Cline, CFP®, RPA Mark E. Cline, CFP®, RPA's Vanguard Experience November 1998 - January 2005
Job Benefits and Compensation Services Group
Industry Utilities
Experience
Tucson Electric Power October 2014 - Present
FiduciaryVest, LLC April 2008 - October 2014
Davis Advisors January 2005 - June 2006
Vanguard November 1998 - January 2005
Skills
Mutual Funds, Finance, Series 65, Stocks, Bonds, ERISA, Defined Contribution..., Defined Benefit Plans, Non-Qualified Plans, Defined Contribution, Non-Qualified Deferred..., Defined Benefit, Qualified Retirement..., Series 63, 401k, Retirement Planning, Asset Allocation, Pension Funds, Retirement, Asset Management, Employee Benefits, Financial Services
Education
University of Arizona, Eller College of Management
BSBA, Finance
Tucson Electric Power October 2014 - Present
FiduciaryVest, LLC April 2008 - October 2014
Davis Advisors January 2005 - June 2006
Vanguard November 1998 - January 2005
Skills
Mutual Funds, Finance, Series 65, Stocks, Bonds, ERISA, Defined Contribution..., Defined Benefit Plans, Non-Qualified Plans, Defined Contribution, Non-Qualified Deferred..., Defined Benefit, Qualified Retirement..., Series 63, 401k, Retirement Planning, Asset Allocation, Pension Funds, Retirement, Asset Management, Employee Benefits, Financial Services
Education
University of Arizona, Eller College of Management
BSBA, Finance
James Lunde, CFP® James Lunde, CFP®'s Vanguard Experience June 2003 - August 2010
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2014 - Present
Fidelity Investments April 2012 - September 2014
Fidelity Investments August 2010 - August 2011
Vanguard June 2003 - August 2010
Education
University of Arizona, Eller College of Management 1999 — 2003
Bachelor of Science, Business Administration; Finance and Entrepreneurial Studies
Fidelity Investments October 2014 - Present
Fidelity Investments April 2012 - September 2014
Fidelity Investments August 2010 - August 2011
Vanguard June 2003 - August 2010
Education
University of Arizona, Eller College of Management 1999 — 2003
Bachelor of Science, Business Administration; Finance and Entrepreneurial Studies
Nick Zelie Nick Zelie's Vanguard Experience November 2014 - Present
Job Communications Associate at Vanguard
Industry Financial Services
Experience
Vanguard November 2014 - Present
Wells Fargo July 2013 - October 2014
Wells Fargo January 2012 - June 2013
Colorado National Golf Club, LLC May 2008 - August 2008
Skills
Finance, Investments, Loans, Banking, Financial Services
Education
University of Arizona, Eller College of Management 2007 — 2011
Finance, Business, Sports Marketing
Vanguard November 2014 - Present
Wells Fargo July 2013 - October 2014
Wells Fargo January 2012 - June 2013
Colorado National Golf Club, LLC May 2008 - August 2008
Skills
Finance, Investments, Loans, Banking, Financial Services
Education
University of Arizona, Eller College of Management 2007 — 2011
Finance, Business, Sports Marketing
Monique Mach Monique Mach's Vanguard Experience October 2014 - Present
Job Project Administrator, RIG Operations Vanguard Unmatchable Excellence Office at Vanguard
Industry Financial Services
Experience
Vanguard October 2014 - Present
Vanguard October 2012 - Present
Skills
Time Management, Staff Development, Event Planning, Leadership, PowerPoint, Public Speaking, Microsoft Office, Microsoft Excel, Data Analysis, Social Media, Microsoft Word, Marketing, Job Coaching, Series 7, Series 63
Education
University of Arizona, Eller College of Management 2007 — 2011
B.S.B.A, Marketing
Vanguard October 2014 - Present
Vanguard October 2012 - Present
Skills
Time Management, Staff Development, Event Planning, Leadership, PowerPoint, Public Speaking, Microsoft Office, Microsoft Excel, Data Analysis, Social Media, Microsoft Word, Marketing, Job Coaching, Series 7, Series 63
Education
University of Arizona, Eller College of Management 2007 — 2011
B.S.B.A, Marketing
Cesar Xibille's Vanguard Experience May 2012 - August 2012
Job Architectural Sales Manager North Jersey Territory at Armstrong World Industries
Industry Architecture & Planning
Experience
Armstrong World Industries February 2014 - Present
Armstrong World Industries July 2013 - February 2014
GEICO November 2012 - June 2013
Vanguard May 2012 - August 2012
The Reserve at Star Pass May 2011 - January 2012
Walt Disney World January 2008 - May 2008
Best Buy April 2007 - January 2008
Skills
Management, Teamwork, Sales, Customer Service, PowerPoint, Time Management, Leadership, Microsoft Office, Spanish, Social Media, Strategic Planning, Team Leadership, Project Planning, Microsoft Excel, Budgets, Microsoft Word, Event Planning, Event Management, Project Management, Social Networking, Windows 7, Data Analysis, Marketing Strategy, Marketing Communications, Windows, Data Entry, English, Team Building, Sales Management, Public Relations, Training, Public Speaking, Market Research, Salesforce.com, Commercial Sales, B2B, Outlook, Submittals, Construction, Sustainable Design, Interior Design, Marketing, Negotiation, New Business Development
Education
University of Arizona, Eller College of Management 2012 — 2013
Bachelor of Science in Business Administration (B.S.B.A.), Business Management, Magna Cum Laude
Armstrong World Industries February 2014 - Present
Armstrong World Industries July 2013 - February 2014
GEICO November 2012 - June 2013
Vanguard May 2012 - August 2012
The Reserve at Star Pass May 2011 - January 2012
Walt Disney World January 2008 - May 2008
Best Buy April 2007 - January 2008
Skills
Management, Teamwork, Sales, Customer Service, PowerPoint, Time Management, Leadership, Microsoft Office, Spanish, Social Media, Strategic Planning, Team Leadership, Project Planning, Microsoft Excel, Budgets, Microsoft Word, Event Planning, Event Management, Project Management, Social Networking, Windows 7, Data Analysis, Marketing Strategy, Marketing Communications, Windows, Data Entry, English, Team Building, Sales Management, Public Relations, Training, Public Speaking, Market Research, Salesforce.com, Commercial Sales, B2B, Outlook, Submittals, Construction, Sustainable Design, Interior Design, Marketing, Negotiation, New Business Development
Education
University of Arizona, Eller College of Management 2012 — 2013
Bachelor of Science in Business Administration (B.S.B.A.), Business Management, Magna Cum Laude
Nicole Mallery Nicole Mallery's Vanguard Experience July 2009 - Present
Job Supervisor at Vanguard
Industry Financial Services
Experience
Vanguard July 2009 - Present
Skills
Leadership Development, Program Management, Management, Coaching, Business Development, Series 63, Investments, Project Management, Series 7, Sales, Series 6, Mutual Funds, Financial Services, Financial Analysis, Securities, Process Improvement, Retirement Planning, Equities, Call Centers, Portfolio Management
Education
University of Arizona, Eller College of Management 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, Honors
Vanguard July 2009 - Present
Skills
Leadership Development, Program Management, Management, Coaching, Business Development, Series 63, Investments, Project Management, Series 7, Sales, Series 6, Mutual Funds, Financial Services, Financial Analysis, Securities, Process Improvement, Retirement Planning, Equities, Call Centers, Portfolio Management
Education
University of Arizona, Eller College of Management 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, Honors
Chris Penick, CFA's Vanguard Experience January 2014 - Present
Job Credit Analyst at Vanguard
Industry Investment Management
Experience
Vanguard January 2014 - Present
Vanguard October 2009 - December 2013
Vanguard July 2008 - October 2009
Vanguard May 2007 - August 2007
Skills
Intellectually Curious, Leadership, Investment Research, Investment Management, Dependable Team Player, Fixed Income Analysis, Financial Modeling, Financial Statement..., Report Writing, Opinion Writing, Written & Oral..., Knowledge Sharing, Overcoming Challenges, Equities, Fixed Income, Banking, Investments, Finance, Bloomberg Terminal
Education
University of Arizona, Eller College of Management
Bachelor's degree, Finance
University of San Diego
Vanguard January 2014 - Present
Vanguard October 2009 - December 2013
Vanguard July 2008 - October 2009
Vanguard May 2007 - August 2007
Skills
Intellectually Curious, Leadership, Investment Research, Investment Management, Dependable Team Player, Fixed Income Analysis, Financial Modeling, Financial Statement..., Report Writing, Opinion Writing, Written & Oral..., Knowledge Sharing, Overcoming Challenges, Equities, Fixed Income, Banking, Investments, Finance, Bloomberg Terminal
Education
University of Arizona, Eller College of Management
Bachelor's degree, Finance
University of San Diego
Daysha Balloun Daysha Balloun's Vanguard Experience October 2007 - October 2009
Job Senior Manager at Charles Schwab
Industry Investment Management
Experience
Charles Schwab July 2015 - Present
Humana October 2013 - July 2015
Humana July 2012 - October 2013
Humana May 2011 - August 2011
Vanguard October 2007 - October 2009
Vanguard July 2006 - October 2007
Skills
Mergers & Acquisitions, Leadership Development, Team Building, Strategy, Performance Management, Financial Analysis, Strategic Financial..., Management, Analysis, Financial Planning, Financial Modeling, Finance, Talent Management, Competitive Analysis, Process Improvement
Education
University of Notre Dame - Mendoza College of Business 2010 — 2012
MBA
University of Arizona 2002 — 2006
Bachelor of Science, Business Administration, Finance
Bend Senior High School 1998 — 2002
Charles Schwab July 2015 - Present
Humana October 2013 - July 2015
Humana July 2012 - October 2013
Humana May 2011 - August 2011
Vanguard October 2007 - October 2009
Vanguard July 2006 - October 2007
Skills
Mergers & Acquisitions, Leadership Development, Team Building, Strategy, Performance Management, Financial Analysis, Strategic Financial..., Management, Analysis, Financial Planning, Financial Modeling, Finance, Talent Management, Competitive Analysis, Process Improvement
Education
University of Notre Dame - Mendoza College of Business 2010 — 2012
MBA
University of Arizona 2002 — 2006
Bachelor of Science, Business Administration, Finance
Bend Senior High School 1998 — 2002
Jean Basson Jean Basson's Vanguard Experience October 2013 - Present
Job Investment Analyst Vanguard Institutional Advisory Services|CFA Level 2 Candidate
Industry Financial Services
Experience
Vanguard October 2013 - Present
Vanguard April 2013 - October 2013
Swimming South Africa January 2005 - December 2012
Skills
Series 63, Sports, Series 7, Public Speaking, Leadership, Asset Allocation, Coaching, Time Management, Finance, Social Media, Social Networking, ETFs, Portfolio Management, Microsoft Office, Mutual Funds, Networking, Motivational Speaking, Team-oriented, Comfortable working..., Competitive, Customer Service, IRAs, 401k Rollovers, 401k, CRM, Communication, Discipline, Teamwork
Education
University of Arizona 2006 — 2011
Bachelor of Science (B.S.), Business Administration, Finance
Vanguard October 2013 - Present
Vanguard April 2013 - October 2013
Swimming South Africa January 2005 - December 2012
Skills
Series 63, Sports, Series 7, Public Speaking, Leadership, Asset Allocation, Coaching, Time Management, Finance, Social Media, Social Networking, ETFs, Portfolio Management, Microsoft Office, Mutual Funds, Networking, Motivational Speaking, Team-oriented, Comfortable working..., Competitive, Customer Service, IRAs, 401k Rollovers, 401k, CRM, Communication, Discipline, Teamwork
Education
University of Arizona 2006 — 2011
Bachelor of Science (B.S.), Business Administration, Finance
Laura Tavel's Vanguard Experience July 2015 - Present
Job VADP 2015
Industry Financial Services
Experience
Vanguard July 2015 - Present
Vanguard 2014 - August 2014
Lori Carroll and Associates January 2013 - July 2013
Education
University of Arizona, Eller College of Management 2011 — 2015
Bachelor of Science (B.S.) with Honors, Finance, Spanish
Vanguard July 2015 - Present
Vanguard 2014 - August 2014
Lori Carroll and Associates January 2013 - July 2013
Education
University of Arizona, Eller College of Management 2011 — 2015
Bachelor of Science (B.S.) with Honors, Finance, Spanish
Michael Cambianica Michael Cambianica's Vanguard Experience August 2014 - January 2015
Job Strategy Consulting/App & Business Dev
Industry Management Consulting
Experience
Business Talent Group January 2015 - Present
Vanguard August 2014 - January 2015
Pool Building Body August 2011 - September 2014
Planet Bravo 2008 - August 2014
The University of Arizona July 2013 - 2014
CBA Partnership May 2011 - September 2011
Skills
Strategy, Leadership, Salesforce.com..., Business Development, Video Game Production, Mobile Application..., Consulting, Agile Project Management, Public Speaking, Project Implementation, PaaS, Cloud Computing, Technology Enabled..., Performance Improvement, Cloud Computing IaaS, SaaS
Education
University of California, Los Angeles 2015 — 2016
Extension-Certificate in Mobile Application Development, iPhone and iPad Application Programming;Google Android Development; Intermediate Google Android Dev
University of Arizona 2011 — 2014
B.A. Economics, Management Consulting
Business Talent Group January 2015 - Present
Vanguard August 2014 - January 2015
Pool Building Body August 2011 - September 2014
Planet Bravo 2008 - August 2014
The University of Arizona July 2013 - 2014
CBA Partnership May 2011 - September 2011
Skills
Strategy, Leadership, Salesforce.com..., Business Development, Video Game Production, Mobile Application..., Consulting, Agile Project Management, Public Speaking, Project Implementation, PaaS, Cloud Computing, Technology Enabled..., Performance Improvement, Cloud Computing IaaS, SaaS
Education
University of California, Los Angeles 2015 — 2016
Extension-Certificate in Mobile Application Development, iPhone and iPad Application Programming;Google Android Development; Intermediate Google Android Dev
University of Arizona 2011 — 2014
B.A. Economics, Management Consulting
Sarah Masters Sarah Masters's Vanguard Experience 2015 - Present
Job Client Relationship Associate at Vanguard
Industry Financial Services
Experience
Vanguard 2015 - Present
RuffaloCODY June 2012 - December 2014
Downtown San Diego Partnership May 2014 - August 2014
SeaWorld San Diego June 2009 - August 2012
Skills
Customer Service, Marketing, Social Media, PowerPoint, Microsoft Office, Microsoft Word, Social Networking, Event Planning, Public Speaking, Time Management, Community Outreach, Communication, Human Resources, Retail, Fundraising, Management, Impromptu Speaking, Financial Accounting, Economic Development, finance, Trade Finance, Finance
Education
University of Arizona 2011 — 2015
Bachelor’s Degree, Graduated
Cathedral Catholic High School 2007 — 2011
Vanguard 2015 - Present
RuffaloCODY June 2012 - December 2014
Downtown San Diego Partnership May 2014 - August 2014
SeaWorld San Diego June 2009 - August 2012
Skills
Customer Service, Marketing, Social Media, PowerPoint, Microsoft Office, Microsoft Word, Social Networking, Event Planning, Public Speaking, Time Management, Community Outreach, Communication, Human Resources, Retail, Fundraising, Management, Impromptu Speaking, Financial Accounting, Economic Development, finance, Trade Finance, Finance
Education
University of Arizona 2011 — 2015
Bachelor’s Degree, Graduated
Cathedral Catholic High School 2007 — 2011
Conor Carroll Conor Carroll's Vanguard Experience August 2013 - July 2015
Job Financial Services Representative
Industry Financial Services
Experience
OppenheimerFunds August 2015 - Present
Vanguard August 2013 - July 2015
American Valet February 2013 - May 2013
WHV Investment Management, Inc. May 2012 - August 2012
Eastlake Bar and Grill May 2011 - August 2011
Western Industrial Inc May 2011 - August 2011
Seattle Mariners April 2009 - August 2010
Skills
Leadership, PowerPoint, Microsoft Excel, Time Management, Customer Service, Financial Analysis, Teamwork, Management, Sports Marketing, Statistics, Baseball, Financial Reporting, Sports, Analysis, Data Analysis, Sales, CRM, Microsoft Office, Sports Management, Investments, Marketing, Forecasting, Ticket Sales, Beast
Education
University of Arizona 2009 — 2013
Bachelor of Science in Business Administration (B.S.B.A.), Economics, S
Seattle Preparatory School 2005 — 2009
OppenheimerFunds August 2015 - Present
Vanguard August 2013 - July 2015
American Valet February 2013 - May 2013
WHV Investment Management, Inc. May 2012 - August 2012
Eastlake Bar and Grill May 2011 - August 2011
Western Industrial Inc May 2011 - August 2011
Seattle Mariners April 2009 - August 2010
Skills
Leadership, PowerPoint, Microsoft Excel, Time Management, Customer Service, Financial Analysis, Teamwork, Management, Sports Marketing, Statistics, Baseball, Financial Reporting, Sports, Analysis, Data Analysis, Sales, CRM, Microsoft Office, Sports Management, Investments, Marketing, Forecasting, Ticket Sales, Beast
Education
University of Arizona 2009 — 2013
Bachelor of Science in Business Administration (B.S.B.A.), Economics, S
Seattle Preparatory School 2005 — 2009
Richard Cordova's Vanguard Experience September 2014 - Present
Job Investment Consultant at Vanguard
Industry Financial Services
Experience
Vanguard September 2014 - Present
Vanguard July 2013 - September 2014
Gentle Ben's June 2012 - June 2013
Wells Fargo August 2011 - April 2012
Skills
Series 7, Series 63, Real Estate Financing, Microsoft Excel, PowerPoint, Entrepreneurship, Finance, Retirement Planning, Financial Modeling, Financial Analysis, Portfolio Management, Mutual Funds, Investment Strategies, Asset Allocation, Bloomberg, Derivatives
Education
University of Arizona 2009 — 2013
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Vanguard September 2014 - Present
Vanguard July 2013 - September 2014
Gentle Ben's June 2012 - June 2013
Wells Fargo August 2011 - April 2012
Skills
Series 7, Series 63, Real Estate Financing, Microsoft Excel, PowerPoint, Entrepreneurship, Finance, Retirement Planning, Financial Modeling, Financial Analysis, Portfolio Management, Mutual Funds, Investment Strategies, Asset Allocation, Bloomberg, Derivatives
Education
University of Arizona 2009 — 2013
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Sam Ellis's Vanguard Experience September 2015 - Present
Job Mass Affluent Sales Specialist at Vanguard
Industry Investment Management
Experience
Vanguard September 2015 - Present
Vanguard June 2014 - September 2015
SAP July 2013 - June 2014
SAP January 2012 - July 2013
SAP July 2011 - December 2011
Velocis Bicycle Company LLC August 2010 - May 2011
Notehall LLC August 2008 - March 2009
Skills
Mobile Device Management, Enterprise Mobility, Mobile Applications, Microsoft Excel, SAP, Enterprise Software, Collaborative Problem..., Mobile Strategy, Entrepreneurship, Account Management, Selling, SaaS, Mobile Devices, Solution Selling, HRIS, Supply Chain Management, Analytics, Business Intelligence, Data Quality, ETL Tools, Big Data, Sales, Solutions Marketing, Software Industry, Business Process, Professional Services, Go-to-market Strategy, Partner Management, Cloud Computing, Demand Generation
Education
University of Arizona, Eller College of Management 2007 — 2011
BSBA, Accounting and Entrepreneurship
Pembroke Hill 2004 — 2007
Vanguard September 2015 - Present
Vanguard June 2014 - September 2015
SAP July 2013 - June 2014
SAP January 2012 - July 2013
SAP July 2011 - December 2011
Velocis Bicycle Company LLC August 2010 - May 2011
Notehall LLC August 2008 - March 2009
Skills
Mobile Device Management, Enterprise Mobility, Mobile Applications, Microsoft Excel, SAP, Enterprise Software, Collaborative Problem..., Mobile Strategy, Entrepreneurship, Account Management, Selling, SaaS, Mobile Devices, Solution Selling, HRIS, Supply Chain Management, Analytics, Business Intelligence, Data Quality, ETL Tools, Big Data, Sales, Solutions Marketing, Software Industry, Business Process, Professional Services, Go-to-market Strategy, Partner Management, Cloud Computing, Demand Generation
Education
University of Arizona, Eller College of Management 2007 — 2011
BSBA, Accounting and Entrepreneurship
Pembroke Hill 2004 — 2007
John Angotti John Angotti's Vanguard Experience June 2014 - Present
Job Client Relationship Specialist at Vanguard
Industry Financial Services
Experience
Vanguard June 2014 - Present
Allstate June 2013 - August 2013
Meet BCN May 2012 - August 2012
Farmington Bath and Tennis Club May 2011 - August 2011
Skills
Advertising, Budgets, CRM, Customer Service, Microsoft Excel, PowerPoint, Microsoft Office, Social Networking, Leadership
Education
University of Arizona 2010 — 2014
Bachelor of Science (B.S.), Finance & Economics
Vanguard June 2014 - Present
Allstate June 2013 - August 2013
Meet BCN May 2012 - August 2012
Farmington Bath and Tennis Club May 2011 - August 2011
Skills
Advertising, Budgets, CRM, Customer Service, Microsoft Excel, PowerPoint, Microsoft Office, Social Networking, Leadership
Education
University of Arizona 2010 — 2014
Bachelor of Science (B.S.), Finance & Economics
Austin Shelton Austin Shelton's Vanguard Experience June 2008 - May 2009
Job
Industry Financial Services
Experience
Momentum Equity Group May 2015 - Present
Dun & Bradstreet Credibility Corp. July 2014 - May 2015
Raytheon October 2010 - May 2011
Vanguard June 2008 - May 2009
Skills
Econometrics, Data Science, Statistics, Machine Learning, Asset Allocation..., Quantiaitve Lead..., Quantiative Finance, AI investment algorithms, Equity Valuation, Statistical Programming
Education
University of Arizona, Eller College of Management 2012 — 2018
Doctor of Philosophy (Ph.D.), Finance
University of Arizona, Eller College of Management 2009 — 2010
Master’s Degree, Finance
University of Arizona, Eller College of Management 2005 — 2008
Bachelor’s Degree, Finance, Cum Laude
Momentum Equity Group May 2015 - Present
Dun & Bradstreet Credibility Corp. July 2014 - May 2015
Raytheon October 2010 - May 2011
Vanguard June 2008 - May 2009
Skills
Econometrics, Data Science, Statistics, Machine Learning, Asset Allocation..., Quantiaitve Lead..., Quantiative Finance, AI investment algorithms, Equity Valuation, Statistical Programming
Education
University of Arizona, Eller College of Management 2012 — 2018
Doctor of Philosophy (Ph.D.), Finance
University of Arizona, Eller College of Management 2009 — 2010
Master’s Degree, Finance
University of Arizona, Eller College of Management 2005 — 2008
Bachelor’s Degree, Finance, Cum Laude
David Reinkensmeyer David Reinkensmeyer's Vanguard Experience June 2014 - December 2014
Job Business Analyst at Genius Avenue
Industry Financial Services
Experience
Genius Avenue January 2015 - Present
CellSavers December 2014 - Present
Vanguard June 2014 - December 2014
Datacast Systems LLC August 2013 - June 2014
Mural Consulting July 2013 - October 2013
Mural Consulting November 2012 - July 2013
Mural Consulting February 2012 - November 2012
Skills
Microsoft Office, Microsoft Excel, Photoshop, PowerPoint, Microsoft Word, Customer Service, Social Media, Teamwork, Research, English, Time Management, HTML, SEO, Online Marketing, Leadership, Analysis
Education
University of Arizona, Eller College of Management 2009 — 2012
Bachelor of Science (B.S.), Management Information Systems, General
Xavier Institute of Management 2011 — 2011
Eller College Global Cohort in India, International Business
Genius Avenue January 2015 - Present
CellSavers December 2014 - Present
Vanguard June 2014 - December 2014
Datacast Systems LLC August 2013 - June 2014
Mural Consulting July 2013 - October 2013
Mural Consulting November 2012 - July 2013
Mural Consulting February 2012 - November 2012
Skills
Microsoft Office, Microsoft Excel, Photoshop, PowerPoint, Microsoft Word, Customer Service, Social Media, Teamwork, Research, English, Time Management, HTML, SEO, Online Marketing, Leadership, Analysis
Education
University of Arizona, Eller College of Management 2009 — 2012
Bachelor of Science (B.S.), Management Information Systems, General
Xavier Institute of Management 2011 — 2011
Eller College Global Cohort in India, International Business
Alison Kane's Vanguard Experience August 2015 - Present
Job Client Service Specialist at Vanguard
Industry Financial Services
Experience
Vanguard August 2015 - Present
Arizona Daily Wildcat August 2014 - May 2015
PAWSitively CATS February 2014 - August 2014
Victoria's Secret November 2010 - July 2011
American Southwest Credit Union August 2009 - May 2010
Skills
Series 7, Microsoft Office, Team Leadership, Social Media, Customer Service, Great communications..., Highly Organized &..., Communication, Able to work well in..., Highly detail oriented, Marketing, Situational Leadership, Collaborative Leadership, Collaborative Problem..., Solid computer skills, Facebook, Microsoft Excel, PowerPoint, Presentations, Instagram, Public Speaking, SPSS, Sociability, Social Networking, Creativity, Mac OS, Windows, Tumblr, Time Management, Event Planning, Teamwork, Highly self-motivated, YouTube, Positive Team Player, Cashiering
Education
University of Arizona, Eller College of Management 2011 — 2015
Bachelor of Science (B.S.), Business Administration - Marketing
Vanguard August 2015 - Present
Arizona Daily Wildcat August 2014 - May 2015
PAWSitively CATS February 2014 - August 2014
Victoria's Secret November 2010 - July 2011
American Southwest Credit Union August 2009 - May 2010
Skills
Series 7, Microsoft Office, Team Leadership, Social Media, Customer Service, Great communications..., Highly Organized &..., Communication, Able to work well in..., Highly detail oriented, Marketing, Situational Leadership, Collaborative Leadership, Collaborative Problem..., Solid computer skills, Facebook, Microsoft Excel, PowerPoint, Presentations, Instagram, Public Speaking, SPSS, Sociability, Social Networking, Creativity, Mac OS, Windows, Tumblr, Time Management, Event Planning, Teamwork, Highly self-motivated, YouTube, Positive Team Player, Cashiering
Education
University of Arizona, Eller College of Management 2011 — 2015
Bachelor of Science (B.S.), Business Administration - Marketing
Lauren Chavez Lauren Chavez's Vanguard Experience February 2015 - Present
Job Internal Sales at Vanguard
Industry Financial Services
Experience
Vanguard February 2015 - Present
Vanguard August 2013 - February 2015
Valley of the Sun United Way August 2014 - November 2014
Vanguard February 2013 - August 2013
Skills
Series 7, Mutual Funds, Investments, Retirement Planning, Series 63, Customer Service, Public Speaking, Time Management
Education
University of Arizona 2008 — 2012
Vanguard February 2015 - Present
Vanguard August 2013 - February 2015
Valley of the Sun United Way August 2014 - November 2014
Vanguard February 2013 - August 2013
Skills
Series 7, Mutual Funds, Investments, Retirement Planning, Series 63, Customer Service, Public Speaking, Time Management
Education
University of Arizona 2008 — 2012
Tim Wochok, CFP®'s Vanguard Experience September 2006 - April 2008
Job Senior Advisor Relations Consultant at Loring Ward
Industry Investment Management
Experience
Loring Ward February 2014 - Present
Loring Ward November 2012 - February 2014
Loring Ward April 2008 - November 2012
Loring Ward December 2008 - April 2009
Vanguard September 2006 - April 2008
Skills
Investment Management, Financial Services, Relationship Management, Business Development, Certified Financial..., Salesforce.com, Public Speaking, Presenter, Qualified Retirement..., Private Foundations, Asset Allocation, Territory Management, Personal Financial..., Investments, Mutual Funds, Series 63, Financial Advisory, Finance, Equities
Education
UCSC Silicon Valley 2008 — 2009
Certificate
University of Arizona 2002 — 2006
BA
Malvern Preparatory School 1998 — 2002
Loring Ward February 2014 - Present
Loring Ward November 2012 - February 2014
Loring Ward April 2008 - November 2012
Loring Ward December 2008 - April 2009
Vanguard September 2006 - April 2008
Skills
Investment Management, Financial Services, Relationship Management, Business Development, Certified Financial..., Salesforce.com, Public Speaking, Presenter, Qualified Retirement..., Private Foundations, Asset Allocation, Territory Management, Personal Financial..., Investments, Mutual Funds, Series 63, Financial Advisory, Finance, Equities
Education
UCSC Silicon Valley 2008 — 2009
Certificate
University of Arizona 2002 — 2006
BA
Malvern Preparatory School 1998 — 2002
Delaney Rader Delaney Rader's Vanguard Experience May 2015 - July 2015
Job Social Media, Web, & Events Coordinator at The University of Arizona Eller College of Management Dept. of Marketing
Industry Marketing and Advertising
Experience
The University of Arizona, Campus Recreation August 2013 - Present
Delaney Rose Photography 2011 - Present
The University of Arizona, Eller College of Management, Department of Marketing August 2014 - August 2015
Vanguard May 2015 - July 2015
Skills
Social Media, Photography, Facebook, Marketing, Creative Direction, Social Networking, Photoshop, Time Management, Customer Service, Drupal, iContact, Online Marketing, Google Analytics, Adobe Creative Suite, Marketing Communications, Email Marketing, Public Speaking, Microsoft Excel, Event Planning, Leadership, Web Development, Teamwork, PowerPoint
Education
University of Arizona, Eller College of Management 2013 — 2016
Bachelor of Science in Business Administration, Accounting
Pima Community College 2012 — 2013
Columbia Basin College 2010 — 2012
Associate of Arts (AA), General Studies
The University of Arizona, Campus Recreation August 2013 - Present
Delaney Rose Photography 2011 - Present
The University of Arizona, Eller College of Management, Department of Marketing August 2014 - August 2015
Vanguard May 2015 - July 2015
Skills
Social Media, Photography, Facebook, Marketing, Creative Direction, Social Networking, Photoshop, Time Management, Customer Service, Drupal, iContact, Online Marketing, Google Analytics, Adobe Creative Suite, Marketing Communications, Email Marketing, Public Speaking, Microsoft Excel, Event Planning, Leadership, Web Development, Teamwork, PowerPoint
Education
University of Arizona, Eller College of Management 2013 — 2016
Bachelor of Science in Business Administration, Accounting
Pima Community College 2012 — 2013
Columbia Basin College 2010 — 2012
Associate of Arts (AA), General Studies
Krista Tarbox Krista Tarbox's Vanguard Experience July 2013 - December 2013
Job Paraplanner, Financial Planning Assistant at Affinity Wealth Advisory Group
Industry Financial Services
Experience
Affinity Wealth Advisory Group February 2014 - Present
Vanguard July 2013 - December 2013
Finely Distribution June 2012 - July 2013
Larsen Baker LLC December 2012 - June 2013
White House Black Market May 2011 - July 2012
Skills
Teamwork, Marketing Communications, Team Leadership, Marketing Strategy, Promotions, Managerial Finance, Communication, Investments, Customer Service
Education
University of Arizona 2009 — 2013
Bachelor of Science (BS), Business Administration and Management, General, Senior
Affinity Wealth Advisory Group February 2014 - Present
Vanguard July 2013 - December 2013
Finely Distribution June 2012 - July 2013
Larsen Baker LLC December 2012 - June 2013
White House Black Market May 2011 - July 2012
Skills
Teamwork, Marketing Communications, Team Leadership, Marketing Strategy, Promotions, Managerial Finance, Communication, Investments, Customer Service
Education
University of Arizona 2009 — 2013
Bachelor of Science (BS), Business Administration and Management, General, Senior
Steven Amano Steven Amano's Vanguard Experience July 2015 - Present
Job Associate at The Vanguard Group
Industry Investment Management
Experience
Vanguard July 2015 - Present
Education
Eller College of Management 2013 — 2015
Bachelor of Science (B.S.), Finance, GPA: 3.8
University of Arizona 2011 — 2015
Bachelor of Science (B.S.), Finance
Notre Dame High School 2007 — 2011
Vanguard July 2015 - Present
Education
Eller College of Management 2013 — 2015
Bachelor of Science (B.S.), Finance, GPA: 3.8
University of Arizona 2011 — 2015
Bachelor of Science (B.S.), Finance
Notre Dame High School 2007 — 2011
Christine Wandoloski's Vanguard Experience January 2015 - Present
Job Financial Analyst in Corporate Financial Planning & Analysis
Industry Financial Services
Experience
Vanguard January 2015 - Present
Vanguard August 2012 - December 2014
Vanguard June 2010 - August 2012
UBS Financial June 2009 - August 2009
Skills
Series 63, Options, Research, Sales, Auditing, Team Leadership, PowerPoint, Accounting, Analysis, Bonds, Portfolio Management, Finance, Internal Audit, Mutual Funds, Recruiting, Financial Statements, Tax, Management, Analytics, Equities
Education
Villanova University 2014 — 2016
Master of Business Administration (M.B.A.), Strategic Management and Analytics
University of Arizona, Eller College of Management 2006 — 2010
Bachelor of Science in Business Administration, Finance, General
Vanguard January 2015 - Present
Vanguard August 2012 - December 2014
Vanguard June 2010 - August 2012
UBS Financial June 2009 - August 2009
Skills
Series 63, Options, Research, Sales, Auditing, Team Leadership, PowerPoint, Accounting, Analysis, Bonds, Portfolio Management, Finance, Internal Audit, Mutual Funds, Recruiting, Financial Statements, Tax, Management, Analytics, Equities
Education
Villanova University 2014 — 2016
Master of Business Administration (M.B.A.), Strategic Management and Analytics
University of Arizona, Eller College of Management 2006 — 2010
Bachelor of Science in Business Administration, Finance, General
Marceyle Ziemba Marceyle Ziemba's Vanguard Experience May 1997 - Present
Job Financial Advisor at Vanguard
Industry Financial Services
Experience
Vanguard May 1997 - Present
Skills
Retirement Planning, Series 7, Wealth Management, Series 63, Mutual Funds
Education
University of Phoenix 2007 — 2009
MBA
University of Arizona, Eller College of Management 1986 — 1990
BSBA, Marketing
Vanguard May 1997 - Present
Skills
Retirement Planning, Series 7, Wealth Management, Series 63, Mutual Funds
Education
University of Phoenix 2007 — 2009
MBA
University of Arizona, Eller College of Management 1986 — 1990
BSBA, Marketing
Nicole Sara Pagel Nicole Sara Pagel's Vanguard Experience January 2013 - February 2014
Job Masters student Computer Science
Industry Computer Software
Experience
Northern Arizona University July 2015 - Present
Davis Advisors February 2014 - June 2015
Vanguard January 2013 - February 2014
University of Arizona September 2011 - July 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, SAS programming, SQL, C# 4.0, Research, Teamwork, Customer Service
Education
University of Arizona 2010 — 2012
BSBA, Business Economics, Finance
University of Arizona, Eller College of Management 2010 — 2012
Bachelor of Science Business Administration (B.B.A.), Finance and Business Economics
Northern Arizona University July 2015 - Present
Davis Advisors February 2014 - June 2015
Vanguard January 2013 - February 2014
University of Arizona September 2011 - July 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Analysis, SAS programming, SQL, C# 4.0, Research, Teamwork, Customer Service
Education
University of Arizona 2010 — 2012
BSBA, Business Economics, Finance
University of Arizona, Eller College of Management 2010 — 2012
Bachelor of Science Business Administration (B.B.A.), Finance and Business Economics
Alexa Behl's Vanguard Experience August 2012 - May 2013
Job Account Executive at Anderson Direct & Digital
Industry Marketing and Advertising
Experience
Anderson Direct & Digital September 2013 - June 2015
Vanguard August 2012 - May 2013
Vanguard June 2011 - August 2012
Vanguard July 2010 - June 2011
Marriott Hotel January 2010 - June 2010
Red Letter Days Events, LLC May 2008 - August 2008
Skills
Marketing, Event Planning, Sales, Investments, Retirement Planning, Mutual Funds, Business Development, Relationship Management, Building Relationships, Dependable Team Player, Goal Oriented, Financial Analysis, Driven By Results, CRM
Education
University of Arizona, Eller College of Management 2006 — 2010
Bachelor of Science (BS), Marketing
Anderson Direct & Digital September 2013 - June 2015
Vanguard August 2012 - May 2013
Vanguard June 2011 - August 2012
Vanguard July 2010 - June 2011
Marriott Hotel January 2010 - June 2010
Red Letter Days Events, LLC May 2008 - August 2008
Skills
Marketing, Event Planning, Sales, Investments, Retirement Planning, Mutual Funds, Business Development, Relationship Management, Building Relationships, Dependable Team Player, Goal Oriented, Financial Analysis, Driven By Results, CRM
Education
University of Arizona, Eller College of Management 2006 — 2010
Bachelor of Science (BS), Marketing
Nikhil Chablani Nikhil Chablani's Vanguard Experience August 2012 - Present
Job Client Relationship Associate at Vanguard
Industry Financial Services
Experience
Vanguard August 2012 - Present
Intuit Inc August 2011 - August 2012
Redington Catering March 2007 - May 2012
Skills
Series 6, Series 63, Economics, Licensed, 401k, Retirement Plan..., Call Centers, Licensing, CRM, Finance, E-commerce, Time Management, Financial Services, Customer Service, Microsoft Office, Microsoft Excel, Leadership, PowerPoint, Microsoft Word, Teamwork, Customer Experience, Coaching, Training, Proctoring, Executive Services, High Net Worth..., Securities, Mutual Funds
Education
University of Arizona 2005 — 2011
Bachelor of Arts, ECONOMICS, Classics
Vanguard August 2012 - Present
Intuit Inc August 2011 - August 2012
Redington Catering March 2007 - May 2012
Skills
Series 6, Series 63, Economics, Licensed, 401k, Retirement Plan..., Call Centers, Licensing, CRM, Finance, E-commerce, Time Management, Financial Services, Customer Service, Microsoft Office, Microsoft Excel, Leadership, PowerPoint, Microsoft Word, Teamwork, Customer Experience, Coaching, Training, Proctoring, Executive Services, High Net Worth..., Securities, Mutual Funds
Education
University of Arizona 2005 — 2011
Bachelor of Arts, ECONOMICS, Classics
Ted Lalan Ted Lalan's Vanguard Experience February 2013 - Present
Job Account Manager at Sales Simplicity Software, Inc.
Industry Computer Software
Experience
Sales Simplicity Software, Inc. June 2015 - Present
Vanguard February 2013 - Present
Vanguard August 2012 - February 2013
Raising Glasses LLC August 2010 - December 2011
Thrivent Financial for Lutherans May 2007 - August 2007
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Outlook, Customer Service, Communication, Sales Process, Restaurants, Sales, Management, Leadership, Social Media, Budgets, Recruiting, Financial Analysis, Social Media Marketing, Public Speaking, Finance, Social Networking
Education
University of Arizona 2005 — 2009
Bachelor of Science (BS), Business Economics
Sales Simplicity Software, Inc. June 2015 - Present
Vanguard February 2013 - Present
Vanguard August 2012 - February 2013
Raising Glasses LLC August 2010 - December 2011
Thrivent Financial for Lutherans May 2007 - August 2007
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Outlook, Customer Service, Communication, Sales Process, Restaurants, Sales, Management, Leadership, Social Media, Budgets, Recruiting, Financial Analysis, Social Media Marketing, Public Speaking, Finance, Social Networking
Education
University of Arizona 2005 — 2009
Bachelor of Science (BS), Business Economics
Erin Butts Erin Butts's Vanguard Experience June 2015 - Present
Job Fund Financial Service Associate in Security Pricing at Vanguard
Industry Financial Services
Experience
Vanguard June 2015 - Present
Vanguard April 2012 - June 2015
W. J. Maloney Plumbing Co., Inc. July 2011 - April 2012
GoDaddy.com May 2010 - July 2010
Skills
Payroll, PowerPoint, Microsoft Excel, Outlook, Microsoft Office, Social Networking, Finance, Social Media, Microsoft Word, Teamwork, Leadership
Education
University of Arizona 2007 — 2011
Bachelor of Science, Business Administration, Finance
XAVIER COLLEGE PREPARATORY HIGH SCHOOL 2003 — 2007
Vanguard June 2015 - Present
Vanguard April 2012 - June 2015
W. J. Maloney Plumbing Co., Inc. July 2011 - April 2012
GoDaddy.com May 2010 - July 2010
Skills
Payroll, PowerPoint, Microsoft Excel, Outlook, Microsoft Office, Social Networking, Finance, Social Media, Microsoft Word, Teamwork, Leadership
Education
University of Arizona 2007 — 2011
Bachelor of Science, Business Administration, Finance
XAVIER COLLEGE PREPARATORY HIGH SCHOOL 2003 — 2007
Mary Ellen Rahn DeMeo Mary Ellen Rahn DeMeo's Vanguard Experience January 2014 - Present
Job Plan Provisions Specialist at Vanguard
Industry Financial Services
Experience
Vanguard January 2014 - Present
Vanguard October 2012 - January 2014
Vanguard August 2010 - October 2012
Vanguard July 2005 - August 2010
Christiana Care Health System October 2003 - April 2005
Skills
401k, Series 63, Relationship Management, Mutual Funds, Financial Services, Project Management
Education
University of Arizona 1999 — 2003
B.S., Public Administration - Health and Human Services
Vanguard January 2014 - Present
Vanguard October 2012 - January 2014
Vanguard August 2010 - October 2012
Vanguard July 2005 - August 2010
Christiana Care Health System October 2003 - April 2005
Skills
401k, Series 63, Relationship Management, Mutual Funds, Financial Services, Project Management
Education
University of Arizona 1999 — 2003
B.S., Public Administration - Health and Human Services
Nathan Rekdahl Nathan Rekdahl's Vanguard Experience February 2013 - August 2014
Job Operations Associate at Tamarac Inc.
Industry Financial Services
Experience
Tamarac Inc. August 2015 - Present
Porch August 2014 - June 2015
Vanguard February 2013 - August 2014
Costco Wholesale March 2012 - January 2013
Merrill Lynch August 2011 - December 2011
Skills
Financial Analysis, Sales, Securities, Financial Services, Wealth Management, Retirement Planning, Financial Modeling, Financial Advisory, Communication Skills, Networking, Economics, Investments, Microsoft Excel, Finance, Asset Allocation, PowerPoint, Forecasting
Education
University of Arizona 2009 — 2012
Bachelor's degree, Economics
University of Washington 2008 — 2009
Tamarac Inc. August 2015 - Present
Porch August 2014 - June 2015
Vanguard February 2013 - August 2014
Costco Wholesale March 2012 - January 2013
Merrill Lynch August 2011 - December 2011
Skills
Financial Analysis, Sales, Securities, Financial Services, Wealth Management, Retirement Planning, Financial Modeling, Financial Advisory, Communication Skills, Networking, Economics, Investments, Microsoft Excel, Finance, Asset Allocation, PowerPoint, Forecasting
Education
University of Arizona 2009 — 2012
Bachelor's degree, Economics
University of Washington 2008 — 2009
Paul Mallery Paul Mallery's Vanguard Experience May 2010 - August 2010
Job Senior Treasury Analyst at FreeportMcMoRan Inc.
Industry Mining & Metals
Experience
Freeport-McMoRan Inc. August 2013 - Present
Freeport-McMoRan Inc. June 2011 - August 2013
Vanguard May 2010 - August 2010
CPD Properties Investment Group August 2009 - May 2010
Alpha Kappa Psi 2009 - 2010
Freeport - McMoRan Copper & Gold Inc. May 2009 - August 2009
Skills
Finance, Analysis, Hedging, PowerPoint, Financial Analysis, Management, Cash Management, Commodity, Loans, Microsoft Excel, Microsoft Office, Sales, Treasury, Financial Modeling, Accounting, Risk Management
Education
University of Arizona 2007 — 2011
B.S. in Business Administration, Finance, Entrepreneurship
University of Arizona, Eller College of Management 2007 — 2011
Finance, Entrepreneurship
Freeport-McMoRan Inc. August 2013 - Present
Freeport-McMoRan Inc. June 2011 - August 2013
Vanguard May 2010 - August 2010
CPD Properties Investment Group August 2009 - May 2010
Alpha Kappa Psi 2009 - 2010
Freeport - McMoRan Copper & Gold Inc. May 2009 - August 2009
Skills
Finance, Analysis, Hedging, PowerPoint, Financial Analysis, Management, Cash Management, Commodity, Loans, Microsoft Excel, Microsoft Office, Sales, Treasury, Financial Modeling, Accounting, Risk Management
Education
University of Arizona 2007 — 2011
B.S. in Business Administration, Finance, Entrepreneurship
University of Arizona, Eller College of Management 2007 — 2011
Finance, Entrepreneurship
Benjamin Shimazu Benjamin Shimazu's Vanguard Experience 2013 - Present
Job Client Relationship Administrator at Vanguard
Industry Financial Services
Experience
Vanguard 2013 - Present
Vanguard September 2010 - January 2013
Vanguard February 2007 - September 2010
Skills
Series 7, CRM, Series 63, Series 6, Mutual Funds, Project Management, Relationship Management
Education
University of Arizona 2002 — 2006
Bachelor of Arts (BA), English Literature
Vanguard 2013 - Present
Vanguard September 2010 - January 2013
Vanguard February 2007 - September 2010
Skills
Series 7, CRM, Series 63, Series 6, Mutual Funds, Project Management, Relationship Management
Education
University of Arizona 2002 — 2006
Bachelor of Arts (BA), English Literature
Colin Canavan's Vanguard Experience December 2006 - Present
Job Financial Planner at Vanguard
Industry Financial Services
Experience
Vanguard December 2006 - Present
Skills
Series 7, Retirement Planning, Securities, Series 63, Investments, ETFs, Wealth Management, Investment Advisory, Asset Allocation, Retirement, 401k, Investment Strategies, IRAs
Education
College for Financial Planning 2012 — 2014
Master of Science (M.S.), Financial Planning
University of Phoenix 2002 — 2004
Master of Business Administration (M.B.A.)
University of Arizona 1995 — 2000
Bachelor of Arts (B.A.), Economics
Vanguard December 2006 - Present
Skills
Series 7, Retirement Planning, Securities, Series 63, Investments, ETFs, Wealth Management, Investment Advisory, Asset Allocation, Retirement, 401k, Investment Strategies, IRAs
Education
College for Financial Planning 2012 — 2014
Master of Science (M.S.), Financial Planning
University of Phoenix 2002 — 2004
Master of Business Administration (M.B.A.)
University of Arizona 1995 — 2000
Bachelor of Arts (B.A.), Economics
Greg Janis's Vanguard Experience August 2010 - August 2014
Job ListerAssister General Manager
Industry Real Estate
Experience
ListerAssister August 2014 - Present
DPR REALTY January 2014 - Present
Vanguard August 2010 - August 2014
Bank of America August 2009 - October 2010
Help-U-Sell Real Estate - Tatum & Bell January 2002 - June 2006
Enviroverde, LLC 1999 - 2002
Stewart & Arizona Title Companies 1996 - 2002
Skills
Business Development, Investments, Due Diligence, Business Strategy, Real Estate, Financial Modeling, Strategic Planning, Short Sales, Management, Negotiation, Sales, Investment Properties, REO, Sellers, Foreclosures, Residential Homes, Single Family Homes, First Time Home Buyers
Education
University of Arizona 1987 — 1992
BS, Political Science/Economics
ListerAssister August 2014 - Present
DPR REALTY January 2014 - Present
Vanguard August 2010 - August 2014
Bank of America August 2009 - October 2010
Help-U-Sell Real Estate - Tatum & Bell January 2002 - June 2006
Enviroverde, LLC 1999 - 2002
Stewart & Arizona Title Companies 1996 - 2002
Skills
Business Development, Investments, Due Diligence, Business Strategy, Real Estate, Financial Modeling, Strategic Planning, Short Sales, Management, Negotiation, Sales, Investment Properties, REO, Sellers, Foreclosures, Residential Homes, Single Family Homes, First Time Home Buyers
Education
University of Arizona 1987 — 1992
BS, Political Science/Economics
Catherine De Natale, CFP®, CIMA®'s Vanguard Experience September 2012 - September 2015
Job Senior Vice President at First Trust
Industry Financial Services
Experience
First Trust September 2015 - Present
Vanguard September 2012 - September 2015
Vanguard September 2012 - June 2015
Vanguard April 2008 - September 2012
Vanguard December 2005 - April 2008
Vanguard July 2004 - December 2005
Merrill Lynch 2003 - 2004
Skills
ETFs, Asset Allocation, Series 63, Mutual Funds, ETF Sales, Consultative Selling, Asset Managment, Series 7, Investment Strategies, Portfolio Management, Retirement Planning, Wholesaling, Investment Advisory, Series 24, Portfolio Construction, Business Development, Strategic Planning, Communication Skills, Risk Management, Capital Markets, Sales Management
Education
University of California, Berkeley 2007 — 2007
Certified Investment Management Analyst Program
University of Arizona, Eller College of Management 2000 — 2004
Bachelor of Science in Business Administration, Finance
First Trust September 2015 - Present
Vanguard September 2012 - September 2015
Vanguard September 2012 - June 2015
Vanguard April 2008 - September 2012
Vanguard December 2005 - April 2008
Vanguard July 2004 - December 2005
Merrill Lynch 2003 - 2004
Skills
ETFs, Asset Allocation, Series 63, Mutual Funds, ETF Sales, Consultative Selling, Asset Managment, Series 7, Investment Strategies, Portfolio Management, Retirement Planning, Wholesaling, Investment Advisory, Series 24, Portfolio Construction, Business Development, Strategic Planning, Communication Skills, Risk Management, Capital Markets, Sales Management
Education
University of California, Berkeley 2007 — 2007
Certified Investment Management Analyst Program
University of Arizona, Eller College of Management 2000 — 2004
Bachelor of Science in Business Administration, Finance
Walter Trittipo's Vanguard Experience January 2004 - September 2007
Job Senior Financial Analyst at LifeLock
Industry Hospital & Health Care
Experience
LifeLock May 2014 - Present
OCHSNER HEALTH SYSTEM February 2012 - March 2014
CAESARS ENTERTAINMENT-HARRAH'S CASINO May 2009 - January 2012
Vanguard January 2004 - September 2007
Skills
Data Analysis, Financial Analysis, Access, Budgets, Microsoft Excel, Financial Reporting, PowerPoint, Analysis, Cognos, Operations Management, Microsoft Office, Microsoft Word, Process Improvement, ROI Optimization
Education
TULANE UNIVERSITY, FREEMAN SCHOOL OF BUSINESSNew 2008 — 2010
Master of Business AdministrationDec, 2010
University of Arizona 1994 — 1998
Bachelor of Arts, Political Science
LifeLock May 2014 - Present
OCHSNER HEALTH SYSTEM February 2012 - March 2014
CAESARS ENTERTAINMENT-HARRAH'S CASINO May 2009 - January 2012
Vanguard January 2004 - September 2007
Skills
Data Analysis, Financial Analysis, Access, Budgets, Microsoft Excel, Financial Reporting, PowerPoint, Analysis, Cognos, Operations Management, Microsoft Office, Microsoft Word, Process Improvement, ROI Optimization
Education
TULANE UNIVERSITY, FREEMAN SCHOOL OF BUSINESSNew 2008 — 2010
Master of Business AdministrationDec, 2010
University of Arizona 1994 — 1998
Bachelor of Arts, Political Science
Katie Hallgren's Vanguard Experience 2012 - July 2014
Job Investment Management Associate at BlackRock iShares
Industry Financial Services
Experience
BlackRock July 2014 - Present
Vanguard 2012 - July 2014
Vanguard 2011 - 2012
Vanguard 2010 - 2010
Mountainlands Community Housing Trust June 2008 - August 2009
Skills
Series 7, Series 63, Portfolio Construction, Asset Allocation, ETFs, Mutual Funds, Investment Management
Education
University of Arizona, Eller College of Management 2007 — 2011
BS, Finance
BlackRock July 2014 - Present
Vanguard 2012 - July 2014
Vanguard 2011 - 2012
Vanguard 2010 - 2010
Mountainlands Community Housing Trust June 2008 - August 2009
Skills
Series 7, Series 63, Portfolio Construction, Asset Allocation, ETFs, Mutual Funds, Investment Management
Education
University of Arizona, Eller College of Management 2007 — 2011
BS, Finance
Fredric Susser, CFP®, CWS®'s Vanguard Experience December 1996 - July 2000
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade July 2010 - Present
USAA July 2004 - February 2010
Charles Schwab & Co August 2000 - July 2004
Vanguard December 1996 - July 2000
Skills
Series 6, Series 7, Series 9, Series 10, Series 24, Series 63, Series 65, FINRA, CFP(R), Investment Advisory, Retirement Planning, Wealth Management, Asset Allocation, Retirement, Investment Strategies, IRAs, Mutual Funds, Financial Advisory, Wealth, Securities, Fixed Annuities, Estate Planning, Strategic Financial..., Proficient in Salesforce, 401k, ETFs
Education
University of Arizona 1992 — 1994
BS, Business Administration
TD Ameritrade July 2010 - Present
USAA July 2004 - February 2010
Charles Schwab & Co August 2000 - July 2004
Vanguard December 1996 - July 2000
Skills
Series 6, Series 7, Series 9, Series 10, Series 24, Series 63, Series 65, FINRA, CFP(R), Investment Advisory, Retirement Planning, Wealth Management, Asset Allocation, Retirement, Investment Strategies, IRAs, Mutual Funds, Financial Advisory, Wealth, Securities, Fixed Annuities, Estate Planning, Strategic Financial..., Proficient in Salesforce, 401k, ETFs
Education
University of Arizona 1992 — 1994
BS, Business Administration
Kimberly Davidson's Vanguard Experience April 2013 - Present
Job Employment Coordinator Talent Acquistion & Development
Industry Human Resources
Experience
Vanguard April 2013 - Present
Vanguard June 2011 - April 2013
Vanguard June 2008 - June 2011
Vanguard August 2006 - June 2008
Skills
Human Resources, Onboarding, Performance Management, Recruiting, Applicant Tracking..., College Recruiting, Employee Relations, HRIS, Talent Management, Training, Talent Acquisition, Leadership Development, CRM, Interviews
Education
University of Arizona 1995 — 1999
Bachelor of Arts, Psychology
Vanguard April 2013 - Present
Vanguard June 2011 - April 2013
Vanguard June 2008 - June 2011
Vanguard August 2006 - June 2008
Skills
Human Resources, Onboarding, Performance Management, Recruiting, Applicant Tracking..., College Recruiting, Employee Relations, HRIS, Talent Management, Training, Talent Acquisition, Leadership Development, CRM, Interviews
Education
University of Arizona 1995 — 1999
Bachelor of Arts, Psychology
Gamaliel Garcia's Vanguard Experience June 1998 - August 2002
Job
Industry Religious Institutions
Experience
Rancho Hills Christian Church January 2004 - Present
Vanguard June 1998 - August 2002
Progressive Insurance February 1997 - June 1998
Skills
Public Speaking, Community Outreach, Nonprofits, Leadership Development, Volunteer Management, Conflict Resolution, Biblical Studies, Preaching, Pastoral Care, Discipleship, Theology, Pastoral Counseling, Event Planning, Program Development, Spiritual Direction, Teaching, Missions, Church Events, Leadership
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1980 — 1981
University of Arizona 1976 — 1980
BSBA, Marketing
Rancho Hills Christian Church January 2004 - Present
Vanguard June 1998 - August 2002
Progressive Insurance February 1997 - June 1998
Skills
Public Speaking, Community Outreach, Nonprofits, Leadership Development, Volunteer Management, Conflict Resolution, Biblical Studies, Preaching, Pastoral Care, Discipleship, Theology, Pastoral Counseling, Event Planning, Program Development, Spiritual Direction, Teaching, Missions, Church Events, Leadership
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1980 — 1981
University of Arizona 1976 — 1980
BSBA, Marketing
Elsa Estrada's Vanguard Experience May 2004 - October 2008
Job Special Services Senior Manager
Industry Health, Wellness and Fitness
Experience
Isagenix April 2015 - Present
Isagenix April 2013 - April 2015
Isagenix September 2010 - April 2013
Charles Schwab October 2008 - September 2010
Vanguard May 2004 - October 2008
BankFirst November 1998 - April 2004
Skills
Leadership, Customer Service, Team Building, Process Improvement, Strategic Planning, Sales, Coaching, Team Leadership, Series 7, Investments
Education
University of Arizona 1995 — 1996
BA, Political Science
Isagenix April 2015 - Present
Isagenix April 2013 - April 2015
Isagenix September 2010 - April 2013
Charles Schwab October 2008 - September 2010
Vanguard May 2004 - October 2008
BankFirst November 1998 - April 2004
Skills
Leadership, Customer Service, Team Building, Process Improvement, Strategic Planning, Sales, Coaching, Team Leadership, Series 7, Investments
Education
University of Arizona 1995 — 1996
BA, Political Science
Jessica Frent's Vanguard Experience November 2013 - Present
Job Program Manager at Vanguard
Industry Financial Services
Experience
Vanguard November 2013 - Present
Vanguard February 2010 - November 2013
Vanguard August 2008 - February 2010
Greenberg Financial Group May 2007 - September 2007
Skills
Series 7, Series 63, QKA, Financial Services, Investments, Retirement, 401k, Leadership, Project Management, Strategy, Retirement Planning
Education
University of Arizona 2004 — 2008
B.S., Economics
Vanguard November 2013 - Present
Vanguard February 2010 - November 2013
Vanguard August 2008 - February 2010
Greenberg Financial Group May 2007 - September 2007
Skills
Series 7, Series 63, QKA, Financial Services, Investments, Retirement, 401k, Leadership, Project Management, Strategy, Retirement Planning
Education
University of Arizona 2004 — 2008
B.S., Economics
Matthew Grantham's Vanguard Experience April 2011 - Present
Job Banking Professional
Industry Banking
Experience
Vanguard April 2011 - Present
Zions Bancorporation June 2010 - December 2010
Zions Bancorporation February 2008 - June 2010
Barnes & Noble March 2004 - June 2010
Cholla Custom Cabinets August 2005 - November 2007
Arizona Department of Health Services September 2004 - August 2005
University Medical Center June 2001 - July 2004
Education
University of Arizona 1998 — 2003
Cellular and Molecular Biology
Vanguard April 2011 - Present
Zions Bancorporation June 2010 - December 2010
Zions Bancorporation February 2008 - June 2010
Barnes & Noble March 2004 - June 2010
Cholla Custom Cabinets August 2005 - November 2007
Arizona Department of Health Services September 2004 - August 2005
University Medical Center June 2001 - July 2004
Education
University of Arizona 1998 — 2003
Cellular and Molecular Biology
Brent McWhorter's Vanguard Experience February 2007 - November 2010
Job Senior Manager Operations, Admin., Sales
Industry Executive Office
Experience
Strategic Managment Services September 2012 - June 2013
Grand Canyon University November 2011 - February 2012
Vanguard February 2007 - November 2010
Superior Lamp Inc February 1992 - January 2006
Skills
Office Administration, Operations Management, Training, Coaching, Team Building, Turnaround Experience, Sales Management, Mentoring Of Staff
Education
University of Arizona
B. A., English, Journalism
Strategic Managment Services September 2012 - June 2013
Grand Canyon University November 2011 - February 2012
Vanguard February 2007 - November 2010
Superior Lamp Inc February 1992 - January 2006
Skills
Office Administration, Operations Management, Training, Coaching, Team Building, Turnaround Experience, Sales Management, Mentoring Of Staff
Education
University of Arizona
B. A., English, Journalism
Anthony Massara's Vanguard Experience March 2011 - December 2014
Job Relationship Manager
Industry Financial Services
Experience
Merrill Edge December 2014 - Present
Vanguard March 2011 - December 2014
DAC Group October 2010 - March 2011
Skills
Marketing Strategy, Google Adwords, Selling, Sales, Advertising, Series 63, Marketing, Series 7, Business Analysis, Asset Allocation, Financial Analysis, Data Analysis, Trade Finance, Stock Market, Stock Exchange, Broker-Dealer, Brokerage, Customer Service, Customer Support
Education
University of Arizona 2002 — 2005
BA, Economics
Merrill Edge December 2014 - Present
Vanguard March 2011 - December 2014
DAC Group October 2010 - March 2011
Skills
Marketing Strategy, Google Adwords, Selling, Sales, Advertising, Series 63, Marketing, Series 7, Business Analysis, Asset Allocation, Financial Analysis, Data Analysis, Trade Finance, Stock Market, Stock Exchange, Broker-Dealer, Brokerage, Customer Service, Customer Support
Education
University of Arizona 2002 — 2005
BA, Economics
Bill Coykendall's Vanguard Experience October 2010 - Present
Job Senior Inheritance Administrator at Vanguard
Industry Financial Services
Experience
Vanguard October 2010 - Present
Vanguard November 1997 - September 2010
Vanguard February 1996 - October 1997
US Navy January 1991 - December 1994
Skills
series 26, Series 7, Series 63
Education
University of Arizona
BS, Business Administration
Vanguard October 2010 - Present
Vanguard November 1997 - September 2010
Vanguard February 1996 - October 1997
US Navy January 1991 - December 1994
Skills
series 26, Series 7, Series 63
Education
University of Arizona
BS, Business Administration
Ben Loder's Vanguard Experience January 2007 - December 2010
Job Assistant Vice President Initial Assesment Team at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2013 - Present
Merrill Lynch September 2011 - July 2013
Top Shelf Trivia December 2010 - June 2012
Vanguard January 2007 - December 2010
Vanguard January 2006 - January 2007
Vanguard January 2004 - January 2006
Skills
Series 9, Series 10, Management, Finance, Mutual Funds, Training, CRM, Portfolio Management, Retirement Planning, Financial Analysis, Series 63, Team Building, Series 7, Leadership, Investments, Process Improvement, Relationship Management, Retirement, Financial Planning
Education
University of Arizona 2008 — 2009
Masters, Business Administration
University of Arizona 1999 — 2004
BS, Business Administration; Finance
Merrill Lynch July 2013 - Present
Merrill Lynch September 2011 - July 2013
Top Shelf Trivia December 2010 - June 2012
Vanguard January 2007 - December 2010
Vanguard January 2006 - January 2007
Vanguard January 2004 - January 2006
Skills
Series 9, Series 10, Management, Finance, Mutual Funds, Training, CRM, Portfolio Management, Retirement Planning, Financial Analysis, Series 63, Team Building, Series 7, Leadership, Investments, Process Improvement, Relationship Management, Retirement, Financial Planning
Education
University of Arizona 2008 — 2009
Masters, Business Administration
University of Arizona 1999 — 2004
BS, Business Administration; Finance
Jon Duckworth's Vanguard Experience 2010 - 2013
Job Purchasing Specialist at Audigy Group
Industry Management Consulting
Experience
Audigy Group 2015 - Present
Audigy Group 2013 - 2015
Vanguard 2010 - 2013
Vanguard 2009 - 2010
Vanguard 2008 - 2009
Vanguard 2008 - 2008
Skills
Series 6, Series 63, Financial Services, Investments, Mutual Funds, Internal Communications, Investor Relations, Subject Matter Experts, Data Analysis, Data Entry, Microsoft Word, Microsoft Excel, PowerPoint, Process Management, Task Assignment, Six Sigma, Mentoring New Hires
Education
University of Arizona 2003 — 2007
Bachelor of Science (B.S.), Accounting and Finance
Audigy Group 2015 - Present
Audigy Group 2013 - 2015
Vanguard 2010 - 2013
Vanguard 2009 - 2010
Vanguard 2008 - 2009
Vanguard 2008 - 2008
Skills
Series 6, Series 63, Financial Services, Investments, Mutual Funds, Internal Communications, Investor Relations, Subject Matter Experts, Data Analysis, Data Entry, Microsoft Word, Microsoft Excel, PowerPoint, Process Management, Task Assignment, Six Sigma, Mentoring New Hires
Education
University of Arizona 2003 — 2007
Bachelor of Science (B.S.), Accounting and Finance
Bakha Komak's Vanguard Experience December 2012 - October 2014
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
Fidelity Investments October 2014 - April 2015
Vanguard December 2012 - October 2014
Vanguard August 2012 - December 2012
Skills
Series 7, Series 63, Equity Trading, Mutual Funds, ETFs, Investments, Research, Analysis, Thompson One, Project Management, Customer Service, On the Job Training, Data Analysis, Group Discussions, Training, Social Media, Sales
Education
University of Arizona 2007 — 2011
Bachelor's Degree, Economics
Fidelity Investments April 2015 - Present
Fidelity Investments October 2014 - April 2015
Vanguard December 2012 - October 2014
Vanguard August 2012 - December 2012
Skills
Series 7, Series 63, Equity Trading, Mutual Funds, ETFs, Investments, Research, Analysis, Thompson One, Project Management, Customer Service, On the Job Training, Data Analysis, Group Discussions, Training, Social Media, Sales
Education
University of Arizona 2007 — 2011
Bachelor's Degree, Economics
james buggs's Vanguard Experience February 2014 - Present
Job Retirement Plan Specialist at Vanguard
Industry Financial Services
Experience
Vanguard February 2014 - Present
Skills
Investments, Mutual Funds, Finance, Portfolio Management, Retirement Planning, Customer Service, Microsoft Word, PowerPoint
Education
University of Arizona 2008 — 2013
Bachelor's degree, Economics
Vanguard February 2014 - Present
Skills
Investments, Mutual Funds, Finance, Portfolio Management, Retirement Planning, Customer Service, Microsoft Word, PowerPoint
Education
University of Arizona 2008 — 2013
Bachelor's degree, Economics
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments