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
Ruba Zorob Ruba Zorob's Vanguard Experience October 2014 - May 2015
Job Relationship Banker at JPMorgan Chase & Co.
Industry Banking
Experience
JPMorgan Chase & Co. June 2015 - Present
Vanguard October 2014 - May 2015
Vanguard January 2014 - September 2014
Charles Schwab June 2013 - August 2013
Skills
Time Management, Financial Analysis, Microsoft Office, Creative Writing
Education
Arizona State University, W. P. Carey School of Business 2010 — 2013
Bachelor of Science (BS), Finance
JPMorgan Chase & Co. June 2015 - Present
Vanguard October 2014 - May 2015
Vanguard January 2014 - September 2014
Charles Schwab June 2013 - August 2013
Skills
Time Management, Financial Analysis, Microsoft Office, Creative Writing
Education
Arizona State University, W. P. Carey School of Business 2010 — 2013
Bachelor of Science (BS), Finance
James Roland James Roland's Vanguard Experience June 2005 - June 2006
Job Regional Director at Henderson Global Investors
Industry Financial Services
Experience
Henderson Global Investors January 2014 - Present
James Alpha Management 2012 - January 2014
Walton International Group January 2008 - April 2012
Walton International Group June 2007 - January 2008
Charles Schwab June 2006 - June 2007
Vanguard June 2005 - June 2006
Skills
Series 7, Real Estate Investment, Investments, Real Estate, Securities, Wealth Management, Funding, New Business Development, Negotiation, FINRA, Salesforce.com, Sales, Investment Properties, Asset Managment, Asset Allocation, Selling, Alternative Investments, Portfolio Management, Investment Management, Investment Strategies, Trading, Relationship Management, Uniform Combined State..., Management, Finance, Equities, Strategic Financial..., Series 63, Asset Management, Strategy, Fixed Income, Business Development, Bonds, ETFs, Financial Advisory, Investment Advisory, Financial Services, Retirement Planning, Series 24, Investment Sales, Mutual Funds, Wholesale Banking, Vice Presidents, Hedge Funds, Series 65, CRM, Retirement, Options, 401k, Wealth
Education
Arizona State University, W. P. Carey School of Business 2001 — 2005
B.S., Economics
Henderson Global Investors January 2014 - Present
James Alpha Management 2012 - January 2014
Walton International Group January 2008 - April 2012
Walton International Group June 2007 - January 2008
Charles Schwab June 2006 - June 2007
Vanguard June 2005 - June 2006
Skills
Series 7, Real Estate Investment, Investments, Real Estate, Securities, Wealth Management, Funding, New Business Development, Negotiation, FINRA, Salesforce.com, Sales, Investment Properties, Asset Managment, Asset Allocation, Selling, Alternative Investments, Portfolio Management, Investment Management, Investment Strategies, Trading, Relationship Management, Uniform Combined State..., Management, Finance, Equities, Strategic Financial..., Series 63, Asset Management, Strategy, Fixed Income, Business Development, Bonds, ETFs, Financial Advisory, Investment Advisory, Financial Services, Retirement Planning, Series 24, Investment Sales, Mutual Funds, Wholesale Banking, Vice Presidents, Hedge Funds, Series 65, CRM, Retirement, Options, 401k, Wealth
Education
Arizona State University, W. P. Carey School of Business 2001 — 2005
B.S., Economics
Josh Thorsvik Josh Thorsvik's Vanguard Experience September 2005 - October 2006
Job Owner at Keep It Cut
Industry Retail
Experience
Keep It Cut March 2012 - Present
Liberty Tax Service October 2007 - September 2014
U-Haul International October 2007 - September 2013
Western Air Defense Sector March 2002 - March 2008
USAA January 2007 - September 2007
Vanguard September 2005 - October 2006
Skills
Leadership, Financial Analysis, Analysis, Process Improvement, Microsoft Excel, Team Building, Pricing, Sales, Entrepreneurship, Strategic Financial..., Training
Education
Arizona State University, W. P. Carey School of Business 2006 — 2008
MBA
Washington State University - College of Business and Economics 2004 — 2005
Finance
Western Washington University 2001 — 2001
Keep It Cut March 2012 - Present
Liberty Tax Service October 2007 - September 2014
U-Haul International October 2007 - September 2013
Western Air Defense Sector March 2002 - March 2008
USAA January 2007 - September 2007
Vanguard September 2005 - October 2006
Skills
Leadership, Financial Analysis, Analysis, Process Improvement, Microsoft Excel, Team Building, Pricing, Sales, Entrepreneurship, Strategic Financial..., Training
Education
Arizona State University, W. P. Carey School of Business 2006 — 2008
MBA
Washington State University - College of Business and Economics 2004 — 2005
Finance
Western Washington University 2001 — 2001
Olya (Olha) Kovalova Olya (Olha) Kovalova's Vanguard Experience July 2015 - Present
Job Vanguard Accelerated Development Program Service Administrator at Vanguard
Industry Financial Services
Experience
Vanguard July 2015 - Present
Vanguard September 2012 - July 2015
Vanguard November 2013 - June 2015
Kohl's Department Stores February 2008 - February 2013
Skills
Retail, Teamwork, Process Improvement, Economics, Customer Experience, Tax Preparation, Retail Sales, Customer Service, Customer Satisfaction, AWD, VAST, Informal Leadership, Adabtability and..., Initiator, Prpblem Solving, Public Speaking, Attention to Detail, Leadership, Time Management
Education
Arizona State University, W. P. Carey School of Business 2008 — 2012
Bachelor of Science, Economics, Cum Laude
Arizona State University, W. P. Carey School of Business 2009 — 2012
Certificate, International Business Studies Certificate
Vanguard July 2015 - Present
Vanguard September 2012 - July 2015
Vanguard November 2013 - June 2015
Kohl's Department Stores February 2008 - February 2013
Skills
Retail, Teamwork, Process Improvement, Economics, Customer Experience, Tax Preparation, Retail Sales, Customer Service, Customer Satisfaction, AWD, VAST, Informal Leadership, Adabtability and..., Initiator, Prpblem Solving, Public Speaking, Attention to Detail, Leadership, Time Management
Education
Arizona State University, W. P. Carey School of Business 2008 — 2012
Bachelor of Science, Economics, Cum Laude
Arizona State University, W. P. Carey School of Business 2009 — 2012
Certificate, International Business Studies Certificate
Christopher Boan Christopher Boan's Vanguard Experience January 2006 - January 2008
Job Program Management, Planning and Operations Dynamic Systems, Inc.
Industry Information Technology and Services
Experience
Dynamic Systems, Inc September 2014 - Present
Reverse Mortgage Solutions, Inc. March 2014 - August 2014
Lockheed Martin January 2008 - February 2014
Vanguard January 2006 - January 2008
Charles Schwab June 2005 - December 2006
Skills
Earned Value Management, Engineering Management, Engineering, DoD, Security Clearance, Financial Analysis, Financial Reporting, Financial Accounting, Microsoft Excel, Project Management, Microsoft Office, Artemis, Cisco MARS, WebFOCUS, Mutual Funds, 401k Rollovers, Cost Accounting, Call Centers, Client Education, PowerPoint, Analysis, MS Project, Access, Forecasting, Finance, Budgets, Program Management, Process Improvement, Project Planning
Education
Arizona State University, W. P. Carey School of Business 2005 — 2007
Bachelor of Science (BS), Finance, General
University of Tennessee at Martin
Accounting and Business/Management
Dynamic Systems, Inc September 2014 - Present
Reverse Mortgage Solutions, Inc. March 2014 - August 2014
Lockheed Martin January 2008 - February 2014
Vanguard January 2006 - January 2008
Charles Schwab June 2005 - December 2006
Skills
Earned Value Management, Engineering Management, Engineering, DoD, Security Clearance, Financial Analysis, Financial Reporting, Financial Accounting, Microsoft Excel, Project Management, Microsoft Office, Artemis, Cisco MARS, WebFOCUS, Mutual Funds, 401k Rollovers, Cost Accounting, Call Centers, Client Education, PowerPoint, Analysis, MS Project, Access, Forecasting, Finance, Budgets, Program Management, Process Improvement, Project Planning
Education
Arizona State University, W. P. Carey School of Business 2005 — 2007
Bachelor of Science (BS), Finance, General
University of Tennessee at Martin
Accounting and Business/Management
AJ Smith, MBA AJ Smith, MBA's Vanguard Experience August 2014 - Present
Job Senior Instructional Designer at Vanguard
Industry Financial Services
Experience
Vanguard August 2014 - Present
Vanguard January 2013 - August 2014
Vanguard June 2010 - January 2013
Best Buy July 2007 - June 2010
Skills
Instructional Design, Project Management, Strategic Consulting, Leadership, Sales, Training & Development, Internal Communications, Strengthening Client..., Organizational Learning, Learning Management..., Distance Learning, Coaching, Change Management, Onboarding, Conflict Resolution, Business Planning, Employee Training, Training, Strategy, CRM, Performance Management, Management, Mutual Funds, Customer Service, Microsoft Excel, Team Building, PowerPoint
Education
Arizona State University, W. P. Carey School of Business 2013 — 2015
Master of Business Administration (M.B.A.), 4.0 GPA
Arizona State University, W. P. Carey School of Business 2006 — 2010
Bachelor of Science, Management and Marketing, Summa Cum Laude
Vanguard August 2014 - Present
Vanguard January 2013 - August 2014
Vanguard June 2010 - January 2013
Best Buy July 2007 - June 2010
Skills
Instructional Design, Project Management, Strategic Consulting, Leadership, Sales, Training & Development, Internal Communications, Strengthening Client..., Organizational Learning, Learning Management..., Distance Learning, Coaching, Change Management, Onboarding, Conflict Resolution, Business Planning, Employee Training, Training, Strategy, CRM, Performance Management, Management, Mutual Funds, Customer Service, Microsoft Excel, Team Building, PowerPoint
Education
Arizona State University, W. P. Carey School of Business 2013 — 2015
Master of Business Administration (M.B.A.), 4.0 GPA
Arizona State University, W. P. Carey School of Business 2006 — 2010
Bachelor of Science, Management and Marketing, Summa Cum Laude
Veronica Gordon, MBA Veronica Gordon, MBA's Vanguard Experience June 2008 - June 2010
Job Business Consultant at Humana
Industry Insurance
Experience
Humana April 2015 - Present
Humana May 2013 - April 2015
The Vanguard Group June 2010 - May 2013
Vanguard June 2008 - June 2010
Vanguard September 2007 - June 2008
Vanguard September 2005 - September 2007
Vanguard August 2003 - September 2005
Planned Parenthood Arizona May 2001 - December 2003
Skills
Operational Risk, Building Relationships, Process Improvement, Quality Management, Customer Experience, Root Cause Analysis, Cross-functional Team..., Change Management, Matrix Management, Risk Management, Management, Performance Management, Training, Portfolio Management, Operations Management, Leadership, Project Management, Forecasting, Business Strategy, Leadership Development, Strategic Planning, Call Centers
Education
University of Phoenix 2003 — 2005
Master of Business Administration (M.B.A.)
Arizona State University 1999 — 2003
Bachelor of Arts (B.A.), Political Science and Government
Humana April 2015 - Present
Humana May 2013 - April 2015
The Vanguard Group June 2010 - May 2013
Vanguard June 2008 - June 2010
Vanguard September 2007 - June 2008
Vanguard September 2005 - September 2007
Vanguard August 2003 - September 2005
Planned Parenthood Arizona May 2001 - December 2003
Skills
Operational Risk, Building Relationships, Process Improvement, Quality Management, Customer Experience, Root Cause Analysis, Cross-functional Team..., Change Management, Matrix Management, Risk Management, Management, Performance Management, Training, Portfolio Management, Operations Management, Leadership, Project Management, Forecasting, Business Strategy, Leadership Development, Strategic Planning, Call Centers
Education
University of Phoenix 2003 — 2005
Master of Business Administration (M.B.A.)
Arizona State University 1999 — 2003
Bachelor of Arts (B.A.), Political Science and Government
Brian Mazzanti Brian Mazzanti's Vanguard Experience July 2005 - November 2005
Job Sr. Investment Specialist at Edward Jones
Industry Financial Services
Experience
Edward Jones January 2010 - Present
Edward Jones July 2007 - December 2009
Edward Jones January 2006 - July 2007
Vanguard July 2005 - November 2005
Skills
Series 7, Series 63, Financial Advisory, Equities, Investments, 401k, Securities, Portfolio Management, Series 6, Problem Solving, Employee Training, Mentoring, Trading, Insurance
Education
Arizona State University, W. P. Carey School of Business 2002 — 2005
B.S. Business Admin, Mgt, Finance
Edward Jones January 2010 - Present
Edward Jones July 2007 - December 2009
Edward Jones January 2006 - July 2007
Vanguard July 2005 - November 2005
Skills
Series 7, Series 63, Financial Advisory, Equities, Investments, 401k, Securities, Portfolio Management, Series 6, Problem Solving, Employee Training, Mentoring, Trading, Insurance
Education
Arizona State University, W. P. Carey School of Business 2002 — 2005
B.S. Business Admin, Mgt, Finance
Kelley Smith Kelley Smith's Vanguard Experience July 2013 - Present
Job Service Administrator at Vanguard
Industry Financial Services
Experience
Vanguard July 2013 - Present
Alpha Kappa Psi- Iota Xi Chapter May 2012 - May 2013
Arizona State University November 2010 - May 2013
Vanguard May 2012 - August 2012
Arizona State University January 2011 - December 2011
Alpha Kappa Psi- Iota Xi Chapter January 2011 - November 2011
Alpha Kappa Psi- Iota Xi Chapter May 2010 - December 2010
Arizona State University January 2010 - May 2010
Alpha Kappa Psi- Iota Xi Chapter September 2009 - December 2009
Skills
Leadership, Marketing, Management, Analysis, Research, Marketing Strategy, Event Planning, PowerPoint, Public Speaking, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media
Education
Arizona State University, W. P. Carey School of Business 2009 — 2013
Bachelor of Science (B.S.), Finance and Marketing
Desert Mountain High School 2004 — 2009
Vanguard July 2013 - Present
Alpha Kappa Psi- Iota Xi Chapter May 2012 - May 2013
Arizona State University November 2010 - May 2013
Vanguard May 2012 - August 2012
Arizona State University January 2011 - December 2011
Alpha Kappa Psi- Iota Xi Chapter January 2011 - November 2011
Alpha Kappa Psi- Iota Xi Chapter May 2010 - December 2010
Arizona State University January 2010 - May 2010
Alpha Kappa Psi- Iota Xi Chapter September 2009 - December 2009
Skills
Leadership, Marketing, Management, Analysis, Research, Marketing Strategy, Event Planning, PowerPoint, Public Speaking, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media
Education
Arizona State University, W. P. Carey School of Business 2009 — 2013
Bachelor of Science (B.S.), Finance and Marketing
Desert Mountain High School 2004 — 2009
Jim Rhorer Jim Rhorer's Vanguard Experience March 2007 - Present
Job Metrics Supervisor at Vanguard
Industry Financial Services
Experience
Vanguard March 2007 - Present
Vanguard August 2004 - March 2007
Vanguard May 2002 - August 2004
Skills
Data Analysis, Data Collection, Dashboarding, Pivot Tables, Ad Hoc Reporting, Access, Financial Analysis, Quantitative Analytics, Analytics, Business Intelligence, Cognos, Microsoft Excel, Series 63, RStudio, Data Mining, Analysis
Education
Arizona State University, W. P. Carey School of Business 2002 — 2004
MBA, Business Administration and Management, General
Northern Arizona University 1994 — 1999
BS, Business Administration-Finance
Vanguard March 2007 - Present
Vanguard August 2004 - March 2007
Vanguard May 2002 - August 2004
Skills
Data Analysis, Data Collection, Dashboarding, Pivot Tables, Ad Hoc Reporting, Access, Financial Analysis, Quantitative Analytics, Analytics, Business Intelligence, Cognos, Microsoft Excel, Series 63, RStudio, Data Mining, Analysis
Education
Arizona State University, W. P. Carey School of Business 2002 — 2004
MBA, Business Administration and Management, General
Northern Arizona University 1994 — 1999
BS, Business Administration-Finance
Jonathon Scott Jonathon Scott's Vanguard Experience November 2013 - Present
Job Investment Professional at Vanguard
Industry Financial Services
Experience
Vanguard November 2013 - Present
JP Morgan Chase January 2013 - November 2013
Skills
Mortgage Lending, Mortgage Banking, Loans, Loan Origination, Residential Mortgages, Credit, Refinance, Credit Analysis, Mortgage Underwriting, Consumer Lending, Credit Risk, Underwriting, Portfolio Management, Lines Of Credit, Investments, Finance, Financial Services, Series 7
Education
Arizona State University, W. P. Carey School of Business 2011 — 2012
Bachelors of Science, Finance, General, Cum Laude
Vanguard November 2013 - Present
JP Morgan Chase January 2013 - November 2013
Skills
Mortgage Lending, Mortgage Banking, Loans, Loan Origination, Residential Mortgages, Credit, Refinance, Credit Analysis, Mortgage Underwriting, Consumer Lending, Credit Risk, Underwriting, Portfolio Management, Lines Of Credit, Investments, Finance, Financial Services, Series 7
Education
Arizona State University, W. P. Carey School of Business 2011 — 2012
Bachelors of Science, Finance, General, Cum Laude
Alec Jonas Alec Jonas's Vanguard Experience July 2015 - Present
Job Financial Advisor for Voyager Services at Vanguard
Industry Investment Management
Experience
Vanguard July 2015 - Present
Vanguard June 2014 - Present
Vanguard October 2013 - June 2014
Yazamo January 2013 - April 2013
Arizona State University August 2012 - December 2012
Sigma Alpha Mu January 2011 - December 2011
CROSSMARK June 2010 - February 2011
Skills
Teamwork, Leadership, Working with Senior..., Time Management, Marketing Strategy, Financial Modeling, Financial Analysis, Customer Service, Public Speaking, Research, Accounting, Team Leadership, Microsoft Word, Microsoft Office, Microsoft Excel, Management
Education
Arizona State University, W. P. Carey School of Business 2009 — 2013
BS, Finance
Barrett, the Honors College 2009 — 2013
Honors Certificate
Vanguard July 2015 - Present
Vanguard June 2014 - Present
Vanguard October 2013 - June 2014
Yazamo January 2013 - April 2013
Arizona State University August 2012 - December 2012
Sigma Alpha Mu January 2011 - December 2011
CROSSMARK June 2010 - February 2011
Skills
Teamwork, Leadership, Working with Senior..., Time Management, Marketing Strategy, Financial Modeling, Financial Analysis, Customer Service, Public Speaking, Research, Accounting, Team Leadership, Microsoft Word, Microsoft Office, Microsoft Excel, Management
Education
Arizona State University, W. P. Carey School of Business 2009 — 2013
BS, Finance
Barrett, the Honors College 2009 — 2013
Honors Certificate
Cici Lew Cici Lew's Vanguard Experience April 2013 - Present
Job Analyst Manager
Industry Financial Services
Experience
Vanguard April 2013 - Present
Vanguard May 2011 - March 2013
Vanguard October 2009 - May 2011
Vanguard July 2008 - October 2009
Freeport-McMoRan Copper & Gold Inc. May 2007 - May 2008
Skills
Financial Analysis, Series 7, Financial Modeling, Series 63, Process Improvement, Risk Management, Portfolio Management, Cross-functional Team..., Data Analysis, Investments, Relationship Management, Project Management, Bloomberg, Business Analysis, Financial Services, Leadership, Finance
Education
Arizona State University, W. P. Carey School of Business 2010 — 2012
MBA
Arizona State University, W. P. Carey School of Business 2004 — 2008
Bachelor of Science, Finance
Vanguard April 2013 - Present
Vanguard May 2011 - March 2013
Vanguard October 2009 - May 2011
Vanguard July 2008 - October 2009
Freeport-McMoRan Copper & Gold Inc. May 2007 - May 2008
Skills
Financial Analysis, Series 7, Financial Modeling, Series 63, Process Improvement, Risk Management, Portfolio Management, Cross-functional Team..., Data Analysis, Investments, Relationship Management, Project Management, Bloomberg, Business Analysis, Financial Services, Leadership, Finance
Education
Arizona State University, W. P. Carey School of Business 2010 — 2012
MBA
Arizona State University, W. P. Carey School of Business 2004 — 2008
Bachelor of Science, Finance
Edward L. Kruger II Edward L. Kruger II's Vanguard Experience September 2002 - April 2011
Job Certified Paralegal at ING
Industry Legal Services
Experience
Voya Financial, Inc. October 2013 - Present
The Roll Law Office October 2012 - October 2013
PETCO Animal Supplies, Inc. September 2011 - October 2012
Animal Aficionado Pet Sitting, LLC April 2011 - October 2012
Vanguard September 2002 - April 2011
ING Investment Management October 2000 - August 2002
Skills
Organization &..., Close Attention to..., Grace Under Pressure, Legal Writing, Computer Proficiency, Customer Satisfaction, Time Management, High Reliability, Personal Injury, Pleadings, Family Law
Education
Phoenix College 2011 — 2012
Certificate of Completion, Paralegal Studies Program
Arizona State University, W. P. Carey School of Business 1997 — 1999
Bachelor of Arts (B.A.), Finance, General
St. Gregory's College 1995 — 1997
Associate of Arts and Sciences (A.A.S.), Business Administration, Management and Operations
Ada High School 1991 — 1995
General Studies
Voya Financial, Inc. October 2013 - Present
The Roll Law Office October 2012 - October 2013
PETCO Animal Supplies, Inc. September 2011 - October 2012
Animal Aficionado Pet Sitting, LLC April 2011 - October 2012
Vanguard September 2002 - April 2011
ING Investment Management October 2000 - August 2002
Skills
Organization &..., Close Attention to..., Grace Under Pressure, Legal Writing, Computer Proficiency, Customer Satisfaction, Time Management, High Reliability, Personal Injury, Pleadings, Family Law
Education
Phoenix College 2011 — 2012
Certificate of Completion, Paralegal Studies Program
Arizona State University, W. P. Carey School of Business 1997 — 1999
Bachelor of Arts (B.A.), Finance, General
St. Gregory's College 1995 — 1997
Associate of Arts and Sciences (A.A.S.), Business Administration, Management and Operations
Ada High School 1991 — 1995
General Studies
Julian Aziz Julian Aziz's Vanguard Experience May 2014 - August 2014
Job Investment Rotational Program at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors August 2015 - Present
Arizona State University August 2014 - May 2015
Vanguard May 2014 - August 2014
Delta Sigma Pi - Gamma Omega Chapter January 2014 - May 2014
Miller Russell Associates May 2013 - May 2014
Delta Sigma Pi - Gamma Omega Chapter September 2012 - December 2012
Artisan Cinema and Sound May 2012 - August 2012
Optimum Design Build December 2011 - August 2012
Jimmy John's Gourmet Sandwiches June 2011 - August 2011
Saint Bernadette's Catholic Church October 2010 - May 2011
Skills
Social Networking, Social Media Marketing, Social Media, Microsoft Office, Public Speaking, Team-oriented, Leadership, SEO, Communication, Content Writing, Investment Research, Arabic, Financial Markets, Investments, Search Engine..., C#, Python, HTML, SQL, Fundraising, Teamwork
Education
Arizona State University, W. P. Carey School of Business 2011 — 2015
Bachelor of Science (B.S.), Finance with Honors
Arizona State University, W. P. Carey School of Business 2011 — 2015
Bachelor of Science (B.S.), Computer Information Systems with Honors
Pinnacle High School 2007 — 2011
Dimensional Fund Advisors August 2015 - Present
Arizona State University August 2014 - May 2015
Vanguard May 2014 - August 2014
Delta Sigma Pi - Gamma Omega Chapter January 2014 - May 2014
Miller Russell Associates May 2013 - May 2014
Delta Sigma Pi - Gamma Omega Chapter September 2012 - December 2012
Artisan Cinema and Sound May 2012 - August 2012
Optimum Design Build December 2011 - August 2012
Jimmy John's Gourmet Sandwiches June 2011 - August 2011
Saint Bernadette's Catholic Church October 2010 - May 2011
Skills
Social Networking, Social Media Marketing, Social Media, Microsoft Office, Public Speaking, Team-oriented, Leadership, SEO, Communication, Content Writing, Investment Research, Arabic, Financial Markets, Investments, Search Engine..., C#, Python, HTML, SQL, Fundraising, Teamwork
Education
Arizona State University, W. P. Carey School of Business 2011 — 2015
Bachelor of Science (B.S.), Finance with Honors
Arizona State University, W. P. Carey School of Business 2011 — 2015
Bachelor of Science (B.S.), Computer Information Systems with Honors
Pinnacle High School 2007 — 2011
Jeffrey Brecht Jeffrey Brecht's Vanguard Experience June 2012 - March 2013
Job Financial Advisor
Industry Financial Services
Experience
Merrill Lynch February 2015 - Present
Morgan Stanley Wealth Management August 2013 - December 2014
Vanguard June 2012 - March 2013
Apple September 2010 - December 2011
Arizona State University August 2009 - September 2010
Apple Retail June 2007 - August 2008
Skills
Leadership, Investments, Portfolio Management, Equity Research, Options Strategies, Fixed Income Analysis, Mutual Funds, Financial Analysis, Trading, Sales, Customer Service, Teamwork, Training, Business Development, Microsoft Office, OS X, PowerPoint, Microsoft Excel, Microsoft Word, Financial Modeling, Analysis, Equity Trading, Fixed Income, Options, Suitability, Excel, Data Analysis, Outlook, Social Media, Windows
Education
Arizona State University - W. P. Carey School of Business 2006 — 2012
Bachelor of Science (B.S.), Finance, Economics, International Business
The University of South Dakota 2008 — 2009
Finance
Desert Vista High School 2002 — 2006
Merrill Lynch February 2015 - Present
Morgan Stanley Wealth Management August 2013 - December 2014
Vanguard June 2012 - March 2013
Apple September 2010 - December 2011
Arizona State University August 2009 - September 2010
Apple Retail June 2007 - August 2008
Skills
Leadership, Investments, Portfolio Management, Equity Research, Options Strategies, Fixed Income Analysis, Mutual Funds, Financial Analysis, Trading, Sales, Customer Service, Teamwork, Training, Business Development, Microsoft Office, OS X, PowerPoint, Microsoft Excel, Microsoft Word, Financial Modeling, Analysis, Equity Trading, Fixed Income, Options, Suitability, Excel, Data Analysis, Outlook, Social Media, Windows
Education
Arizona State University - W. P. Carey School of Business 2006 — 2012
Bachelor of Science (B.S.), Finance, Economics, International Business
The University of South Dakota 2008 — 2009
Finance
Desert Vista High School 2002 — 2006
Alysia Cherry, CFP® Alysia Cherry, CFP®'s Vanguard Experience March 2007 - 2009
Job Vice President, Financial Planning and Analysis
Industry Financial Services
Experience
American Realty Capital Properties April 2015 - Present
American Realty Capital Properties July 2009 - April 2015
Cole Real Estate Investments June 2013 - February 2014
Cole Capital January 2011 - June 2013
Cole Capital 2009 - April 2011
Vanguard March 2007 - 2009
The Vanguard Group 2005 - 2009
Vanguard July 2005 - March 2007
Bank of America June 2000 - July 2005
Skills
Strategic Planning, Customer Relations, Excel, Process Improvement, PowerPoint, Mutual Funds, Budgeting, Financial Planning, Word, Mentoring, Financial Analysis, Microsoft Office, Forecasting, Change Management, Research, Financial Reporting, Public Speaking, Analysis, Problem Solving, Microsoft Excel, Strategic Financial..., Customer Service, Sales, Operations Management, Financial Modeling, Budgets
Education
Arizona State University - W. P. Carey School of Business 2001 — 2005
Finance, Finance
American Realty Capital Properties April 2015 - Present
American Realty Capital Properties July 2009 - April 2015
Cole Real Estate Investments June 2013 - February 2014
Cole Capital January 2011 - June 2013
Cole Capital 2009 - April 2011
Vanguard March 2007 - 2009
The Vanguard Group 2005 - 2009
Vanguard July 2005 - March 2007
Bank of America June 2000 - July 2005
Skills
Strategic Planning, Customer Relations, Excel, Process Improvement, PowerPoint, Mutual Funds, Budgeting, Financial Planning, Word, Mentoring, Financial Analysis, Microsoft Office, Forecasting, Change Management, Research, Financial Reporting, Public Speaking, Analysis, Problem Solving, Microsoft Excel, Strategic Financial..., Customer Service, Sales, Operations Management, Financial Modeling, Budgets
Education
Arizona State University - W. P. Carey School of Business 2001 — 2005
Finance, Finance
Samuel Michalove Samuel Michalove's Vanguard Experience July 2012 - October 2013
Job Investment & Portfolio Analyst at ASU Foundation for A New American University
Industry Financial Services
Experience
ASU Foundation for A New American University April 2015 - Present
Vanguard Institutional Investor Group October 2013 - April 2015
Vanguard July 2012 - October 2013
Vanguard February 2012 - June 2012
Pro Capital Ltd January 2011 - April 2011
Skills
Finance, Financial Analysis, Financial Modeling, Investments, Project Management, Management, Leadership, Market Research, Competitive Analysis, Data Analysis, Budgets, Statistics, Microsoft Excel, Microsoft Office, Public Speaking, Marketing, Social Networking
Education
Arizona State University - W. P. Carey School of Business 2008 — 2012
B.S., Finance
ASU Foundation for A New American University April 2015 - Present
Vanguard Institutional Investor Group October 2013 - April 2015
Vanguard July 2012 - October 2013
Vanguard February 2012 - June 2012
Pro Capital Ltd January 2011 - April 2011
Skills
Finance, Financial Analysis, Financial Modeling, Investments, Project Management, Management, Leadership, Market Research, Competitive Analysis, Data Analysis, Budgets, Statistics, Microsoft Excel, Microsoft Office, Public Speaking, Marketing, Social Networking
Education
Arizona State University - W. P. Carey School of Business 2008 — 2012
B.S., Finance
Roz Beliveau, CIMA® Roz Beliveau, CIMA®'s Vanguard Experience 2012 - Present
Job Sales Executive
Industry Financial Services
Experience
Vanguard 2012 - Present
Vanguard January 2012 - October 2012
Vanguard August 2007 - January 2012
Aegis Wholesale May 2006 - July 2007
Skills
Series 63, Series 7, ETFs, Series 24, Mutual Funds, Investments, Change Management
Education
Arizona State University, W. P. Carey School of Business 2004 — 2006
Finance
Minnesota State University, Moorhead 2002 — 2004
Vanguard 2012 - Present
Vanguard January 2012 - October 2012
Vanguard August 2007 - January 2012
Aegis Wholesale May 2006 - July 2007
Skills
Series 63, Series 7, ETFs, Series 24, Mutual Funds, Investments, Change Management
Education
Arizona State University, W. P. Carey School of Business 2004 — 2006
Finance
Minnesota State University, Moorhead 2002 — 2004
Silas Adams Silas Adams's Vanguard Experience May 2014 - August 2014
Job Risk Assurance Intern at PwC
Industry Financial Services
Experience
PwC June 2015 - Present
Temple University July 2013 - Present
United States Naval Academy January 2015 - January 2015
Temple University January 2013 - January 2015
Google August 2014 - October 2014
Vanguard May 2014 - August 2014
United States Marine Corps December 2004 - November 2012
U.S. Department of State August 2007 - October 2009
Skills
Leadership, Microsoft Excel, Leadership..., Team Leadership, Strategic Leadership, Management, Critical Thinking, VBA, Resource Management, Customer Service, Charles River IMS, BlackRock Aladdin, Process Improvement, Galileo, Business Process..., Systemic Thinking, Strategic Thinking, Task Management, Microsoft SQL Server, Counterparty Risk, Bloomberg Terminal, Microsoft Word, Microsoft Office..., PowerPoint, Military Operations, Report Writing, Outlook, Supervisory Experience, Communication, Microsoft Outlook, SQL, Supervisory Skills, Microsoft Office, Public Speaking, Social Media, Time Management, Access, Strategic Planning, Teamwork, Risk Management
Education
Temple University - Fox School of Business and Management 2012 — 2016
Bachelor of Business Administration (BBA), Finance and Risk Management, 3.63
Arizona State University - W. P. Carey School of Business 2010 — 2012
Bristol High School 2000 — 2004
PwC June 2015 - Present
Temple University July 2013 - Present
United States Naval Academy January 2015 - January 2015
Temple University January 2013 - January 2015
Google August 2014 - October 2014
Vanguard May 2014 - August 2014
United States Marine Corps December 2004 - November 2012
U.S. Department of State August 2007 - October 2009
Skills
Leadership, Microsoft Excel, Leadership..., Team Leadership, Strategic Leadership, Management, Critical Thinking, VBA, Resource Management, Customer Service, Charles River IMS, BlackRock Aladdin, Process Improvement, Galileo, Business Process..., Systemic Thinking, Strategic Thinking, Task Management, Microsoft SQL Server, Counterparty Risk, Bloomberg Terminal, Microsoft Word, Microsoft Office..., PowerPoint, Military Operations, Report Writing, Outlook, Supervisory Experience, Communication, Microsoft Outlook, SQL, Supervisory Skills, Microsoft Office, Public Speaking, Social Media, Time Management, Access, Strategic Planning, Teamwork, Risk Management
Education
Temple University - Fox School of Business and Management 2012 — 2016
Bachelor of Business Administration (BBA), Finance and Risk Management, 3.63
Arizona State University - W. P. Carey School of Business 2010 — 2012
Bristol High School 2000 — 2004
Ervin Vinny Musabelliu's Vanguard Experience January 2010 - February 2012
Job Go Hard...Go Ram!!!
Industry Management Consulting
Experience
Chrysler February 2012 - Present
Vanguard January 2010 - February 2012
Fanstel Company May 2007 - November 2009
Fanstel Corporation November 2007 - September 2009
Arizona State University January 2001 - January 2005
Skills
Finance, Business Strategy, Negotiation, Sales Management, Business Planning, Leadership, Marketing, PowerPoint, Microsoft Excel, Customer Service, Relationship Management, Business Development
Education
May 2010Arizona State University 2008 — 2010
Bachelor of Global Business, Finance
Arizona State University - W. P. Carey School of Business 2006 — 2010
BS, Finance
May 2008 Paradise Valley Community College 2006 — 2008
Associates, Business
Chrysler February 2012 - Present
Vanguard January 2010 - February 2012
Fanstel Company May 2007 - November 2009
Fanstel Corporation November 2007 - September 2009
Arizona State University January 2001 - January 2005
Skills
Finance, Business Strategy, Negotiation, Sales Management, Business Planning, Leadership, Marketing, PowerPoint, Microsoft Excel, Customer Service, Relationship Management, Business Development
Education
May 2010Arizona State University 2008 — 2010
Bachelor of Global Business, Finance
Arizona State University - W. P. Carey School of Business 2006 — 2010
BS, Finance
May 2008 Paradise Valley Community College 2006 — 2008
Associates, Business
Rob Palke Rob Palke's Vanguard Experience June 2012 - April 2013
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge April 2013 - Present
Vanguard June 2012 - April 2013
Arizona State University August 2010 - May 2012
Ultimate Electronics November 2008 - January 2011
Biltmore Homes March 2007 - October 2008
Randall Martin Home March 2006 - March 2007
Randall Martin Home October 2005 - March 2006
Skills
Finance, Sales, Investments, Strategy, Selling, Marketing, Financial Analysis, Real Estate, Accounting, Customer Service, Mutual Funds, Budgets, Analysis, Series 7, Corporate Finance, Financial Accounting, Time Management, Portfolio Management, Series 63, Team Leadership, Teamwork, Residential Homes, Negotiation, New Home Sales, Cold Calling, Retail, Personal Finance, Top Producer, Presidents Club, World Class, Series 66
Education
Arizona State University, W. P. Carey School of Business 2010 — 2012
Bachelor of Science spring 2012 - Summa Cum Laude, Finance & Accountancy
Scottsdale Community College
Associates of Business, Business
Merrill Edge April 2013 - Present
Vanguard June 2012 - April 2013
Arizona State University August 2010 - May 2012
Ultimate Electronics November 2008 - January 2011
Biltmore Homes March 2007 - October 2008
Randall Martin Home March 2006 - March 2007
Randall Martin Home October 2005 - March 2006
Skills
Finance, Sales, Investments, Strategy, Selling, Marketing, Financial Analysis, Real Estate, Accounting, Customer Service, Mutual Funds, Budgets, Analysis, Series 7, Corporate Finance, Financial Accounting, Time Management, Portfolio Management, Series 63, Team Leadership, Teamwork, Residential Homes, Negotiation, New Home Sales, Cold Calling, Retail, Personal Finance, Top Producer, Presidents Club, World Class, Series 66
Education
Arizona State University, W. P. Carey School of Business 2010 — 2012
Bachelor of Science spring 2012 - Summa Cum Laude, Finance & Accountancy
Scottsdale Community College
Associates of Business, Business
Nicholle Taylor Nicholle Taylor's Vanguard Experience March 2013 - July 2015
Job Vice President, Retirement Plans Service and Operations at Ameritas
Industry Financial Services
Experience
Ameritas July 2015 - Present
Vanguard March 2013 - July 2015
The Vanguard Group April 2010 - March 2013
Vanguard October 2003 - April 2010
The Vanguard Group August 1999 - October 2003
The Vanguard Group July 1998 - August 1999
Skills
Business Relationship..., Sales Support, Pricing Negotiation, Strategy Development, Business Strategy, Cross-functional Team..., Leading People, Investment Strategies, Strategy, Pricing Strategy, Leadership, Process Improvement, Sales Operations, Series 63, Coaching, Management, Strategic Planning, Investments, Business Development, Portfolio Management, Program Management, Mergers & Acquisitions, CRM, Relationship Management
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA
Arizona State University, W. P. Carey School of Business 1994 — 1998
B.S., Finance
Ameritas July 2015 - Present
Vanguard March 2013 - July 2015
The Vanguard Group April 2010 - March 2013
Vanguard October 2003 - April 2010
The Vanguard Group August 1999 - October 2003
The Vanguard Group July 1998 - August 1999
Skills
Business Relationship..., Sales Support, Pricing Negotiation, Strategy Development, Business Strategy, Cross-functional Team..., Leading People, Investment Strategies, Strategy, Pricing Strategy, Leadership, Process Improvement, Sales Operations, Series 63, Coaching, Management, Strategic Planning, Investments, Business Development, Portfolio Management, Program Management, Mergers & Acquisitions, CRM, Relationship Management
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA
Arizona State University, W. P. Carey School of Business 1994 — 1998
B.S., Finance
Jeannine O'Brien, APA, ERPA Jeannine O'Brien, APA, ERPA's Vanguard Experience May 2015 - Present
Job Project Lead at Vanguard
Industry Financial Services
Experience
Vanguard May 2015 - Present
Vanguard October 2011 - Present
Coble Pension Group September 2009 - May 2011
Arizona Qualified Plan Services April 1992 - September 2009
Skills
Mutual Funds, Retirement, 401k
Education
Arizona State University - W. P. Carey School of Business 1980 — 1986
Bachelor of Science, Accounting
Vanguard May 2015 - Present
Vanguard October 2011 - Present
Coble Pension Group September 2009 - May 2011
Arizona Qualified Plan Services April 1992 - September 2009
Skills
Mutual Funds, Retirement, 401k
Education
Arizona State University - W. P. Carey School of Business 1980 — 1986
Bachelor of Science, Accounting
Gregory Hodson's Vanguard Experience September 2013 - July 2015
Job Full Time MBA at W.P. Carey, Supply Chain Management
Industry Financial Services
Experience
Vanguard September 2013 - July 2015
Wells Fargo April 2013 - August 2013
Wells Fargo March 2012 - April 2013
Skills
Loans, Mortgage Lending, Consumer Lending, Credit Analysis, Commercial Lending, Small Business Lending, Loan Origination, Retail Banking, Mortgage Banking, Portfolio Management, Financial Analysis, Financial Services, Lines Of Credit, Cross Selling, Finance
Education
Arizona State University - W. P. Carey School of Business 2015 — 2017
Master of Business Administration (MBA), Logistics, Materials, and Supply Chain Management
Arizona State University 2006 — 2011
Bachelor's Degree, History
Vanguard September 2013 - July 2015
Wells Fargo April 2013 - August 2013
Wells Fargo March 2012 - April 2013
Skills
Loans, Mortgage Lending, Consumer Lending, Credit Analysis, Commercial Lending, Small Business Lending, Loan Origination, Retail Banking, Mortgage Banking, Portfolio Management, Financial Analysis, Financial Services, Lines Of Credit, Cross Selling, Finance
Education
Arizona State University - W. P. Carey School of Business 2015 — 2017
Master of Business Administration (MBA), Logistics, Materials, and Supply Chain Management
Arizona State University 2006 — 2011
Bachelor's Degree, History
Zachary Mason, CDFA Zachary Mason, CDFA's Vanguard Experience July 2011 - October 2011
Job Partner | Verus Capital Partners, LLC
Industry Financial Services
Experience
Verus Capital Partners March 2013 - Present
Verus Capital Partners September 2011 - Present
CFA Institute January 2015 - Present
GiGi's Playhouse, Phoenix - Down Syndrome Achievement Centers July 2015 - Present
Vanguard July 2011 - October 2011
Arizona State University Athletics August 2007 - March 2009
Skills
Portfolio Management, Financial Services, Strategic Financial..., Retirement Planning, Securities, Asset Management, Investment Advisory, Financial Planning, Financial Advisory, Entrepreneurship, Series 7
Education
Arizona State University, W. P. Carey School of Business 2007 — 2011
Bachelor of Science (BSc) Management, Entrepreneurship/Entrepreneurial Studies, International Business, Magna Cum Laude
DMHS 2003 — 2007
Verus Capital Partners March 2013 - Present
Verus Capital Partners September 2011 - Present
CFA Institute January 2015 - Present
GiGi's Playhouse, Phoenix - Down Syndrome Achievement Centers July 2015 - Present
Vanguard July 2011 - October 2011
Arizona State University Athletics August 2007 - March 2009
Skills
Portfolio Management, Financial Services, Strategic Financial..., Retirement Planning, Securities, Asset Management, Investment Advisory, Financial Planning, Financial Advisory, Entrepreneurship, Series 7
Education
Arizona State University, W. P. Carey School of Business 2007 — 2011
Bachelor of Science (BSc) Management, Entrepreneurship/Entrepreneurial Studies, International Business, Magna Cum Laude
DMHS 2003 — 2007
Tom Lenkiewicz Tom Lenkiewicz's Vanguard Experience October 2004 - August 2006
Job Financial Planner at BMO Private Banking
Industry Financial Services
Experience
BMO Private Banking July 2015 - Present
Northern Trust August 2012 - July 2015
ComPsych 2008 - August 2012
Washington Mutual, Inc. October 2007 - November 2008
Vanguard October 2004 - August 2006
Skills
Estate Planning, 1031 Exchanges, Profit Sharing, Retirement Planning, 401k, Financial Planners, IRAs, Wealth Management, Investments, Retirement, Insurance, Strategic Financial..., Investment Strategies, Fixed Annuities
Education
Jagiellonian University 2006 — 2007
M.A., European Studies
Arizona State University 2000 — 2004
B.A., History
BMO Private Banking July 2015 - Present
Northern Trust August 2012 - July 2015
ComPsych 2008 - August 2012
Washington Mutual, Inc. October 2007 - November 2008
Vanguard October 2004 - August 2006
Skills
Estate Planning, 1031 Exchanges, Profit Sharing, Retirement Planning, 401k, Financial Planners, IRAs, Wealth Management, Investments, Retirement, Insurance, Strategic Financial..., Investment Strategies, Fixed Annuities
Education
Jagiellonian University 2006 — 2007
M.A., European Studies
Arizona State University 2000 — 2004
B.A., History
Dustin Tice Dustin Tice's Vanguard Experience April 2012 - Present
Job Participant Services Associate at Vanguard
Industry Financial Services
Experience
Vanguard April 2012 - Present
Guaranteed Rate June 2011 - March 2012
Adobe Financial Corp January 2010 - June 2011
Education
Arizona State University, W. P. Carey School of Business 2006 — 2009
BA, Management
Vanguard April 2012 - Present
Guaranteed Rate June 2011 - March 2012
Adobe Financial Corp January 2010 - June 2011
Education
Arizona State University, W. P. Carey School of Business 2006 — 2009
BA, Management
AJ Shackelford AJ Shackelford's Vanguard Experience April 2014 - Present
Job Vanguard, Client Relationship Specialist
Industry Financial Services
Experience
Vanguard April 2014 - Present
American Express April 2011 - January 2014
Arizona Diamondbacks October 2001 - December 2007
Skills
Account Management, Sponsorship, Cold Calling, Event Management, Sales, Relationship Management, Marketing Strategy, B2B, Salesforce.com, Direct Marketing, Sales Presentations, Marketing, CRM, Customer Retention, Lead Generation, Leadership, Strategic Planning, Strategy
Education
Arizona State University - W. P. Carey School of Business 1998 — 2001
Marketing, Marketing
Vanguard April 2014 - Present
American Express April 2011 - January 2014
Arizona Diamondbacks October 2001 - December 2007
Skills
Account Management, Sponsorship, Cold Calling, Event Management, Sales, Relationship Management, Marketing Strategy, B2B, Salesforce.com, Direct Marketing, Sales Presentations, Marketing, CRM, Customer Retention, Lead Generation, Leadership, Strategic Planning, Strategy
Education
Arizona State University - W. P. Carey School of Business 1998 — 2001
Marketing, Marketing
Jon Crawford, MBA's Vanguard Experience June 2010 - July 2012
Job Director Finance & Strategy at National Discount Merchant Services
Industry Financial Services
Experience
National Discount Merchant Services March 2014 - Present
TSYS July 2012 - March 2014
Vanguard June 2010 - July 2012
Vanguard August 2007 - June 2010
Vanguard August 2005 - August 2007
Skills
Financial Modeling, Financial Analysis, Investments, Valuation, Series 7, Series 63, Forecasting, Certified Financial..., Strategy, Financial Valuation, Data Analysis, MBA Finance, CFP, Series 6, Investment Research, Quantitative Analytics, Financial Markets, Strategic Finance, Microsoft Excel, Strategic Financial..., Strategic Acquisitions, Finance, Payments, Electronic Payment..., Asset Management, CRM, Analysis, Due Diligence, Financial Planning
Education
Arizona State University - W. P. Carey School of Business 2011 — 2012
MBA, Finance
University of Arizona 2001 — 2005
BA, Economics
Chaparral High School 1997 — 2001
National Discount Merchant Services March 2014 - Present
TSYS July 2012 - March 2014
Vanguard June 2010 - July 2012
Vanguard August 2007 - June 2010
Vanguard August 2005 - August 2007
Skills
Financial Modeling, Financial Analysis, Investments, Valuation, Series 7, Series 63, Forecasting, Certified Financial..., Strategy, Financial Valuation, Data Analysis, MBA Finance, CFP, Series 6, Investment Research, Quantitative Analytics, Financial Markets, Strategic Finance, Microsoft Excel, Strategic Financial..., Strategic Acquisitions, Finance, Payments, Electronic Payment..., Asset Management, CRM, Analysis, Due Diligence, Financial Planning
Education
Arizona State University - W. P. Carey School of Business 2011 — 2012
MBA, Finance
University of Arizona 2001 — 2005
BA, Economics
Chaparral High School 1997 — 2001
James Gillis James Gillis's Vanguard Experience July 2011 - July 2013
Job Chief Financial Officer for MK Remodeling and Design
Industry Construction
Experience
MK Remodeling & Design July 2013 - Present
Vanguard July 2011 - July 2013
Vanguard July 2010 - July 2011
Walt Disney World January 2008 - March 2009
Walt Disney World June 2006 - January 2007
ASU Flexible Display Center June 2005 - June 2006
Skills
Excel, Word, Outlook, Research, PowerPoint, Microsoft Office, Customer Service, Microsoft Excel, Training, Project Management, Management, Time Management, Leadership, CRM, Strategic Planning, Facebook, Budgets, Social Networking, Marketing
Education
Arizona State University, W. P. Carey School of Business 2010 — 2011
Masters, Business Administration
Arizona State University, W. P. Carey School of Business 2003 — 2007
B.S., Management
MK Remodeling & Design July 2013 - Present
Vanguard July 2011 - July 2013
Vanguard July 2010 - July 2011
Walt Disney World January 2008 - March 2009
Walt Disney World June 2006 - January 2007
ASU Flexible Display Center June 2005 - June 2006
Skills
Excel, Word, Outlook, Research, PowerPoint, Microsoft Office, Customer Service, Microsoft Excel, Training, Project Management, Management, Time Management, Leadership, CRM, Strategic Planning, Facebook, Budgets, Social Networking, Marketing
Education
Arizona State University, W. P. Carey School of Business 2010 — 2011
Masters, Business Administration
Arizona State University, W. P. Carey School of Business 2003 — 2007
B.S., Management
Russell Schilt, CFP® Russell Schilt, CFP®'s Vanguard Experience July 2013 - Present
Job Client Relationship Administrator at Vanguard
Industry Financial Services
Experience
Vanguard July 2013 - Present
Vanguard November 2010 - July 2013
Lowergear Rentals August 2008 - May 2009
Church of Jesus Christ of Latter-Day Saints June 2005 - June 2007
Skills
Certified Financial..., Sales, Management, Long-term Customer..., Personal Finance, Portfolio Management, Marketing Strategy, CRM, Social Media Marketing, Analysis, Customer Service, Leadership, Time Management
Education
Arizona State University - W. P. Carey School of Business 2007 — 2010
Bachelor of Science, Finance and Marketing
Vanguard July 2013 - Present
Vanguard November 2010 - July 2013
Lowergear Rentals August 2008 - May 2009
Church of Jesus Christ of Latter-Day Saints June 2005 - June 2007
Skills
Certified Financial..., Sales, Management, Long-term Customer..., Personal Finance, Portfolio Management, Marketing Strategy, CRM, Social Media Marketing, Analysis, Customer Service, Leadership, Time Management
Education
Arizona State University - W. P. Carey School of Business 2007 — 2010
Bachelor of Science, Finance and Marketing
David Musser, CFP® David Musser, CFP®'s Vanguard Experience August 2008 - Present
Job Brokerage Investment Professional at Vanguard
Industry Financial Services
Experience
Vanguard August 2008 - Present
Skills
ETFs, Certified Financial..., Finance, Mutual Funds, Series 63, Series 7, Securities, Microsoft Office, Customer Service, Financial Analysis, Leadership, Retirement Planning, Investments, CRM, Equities, Asset Allocation, Portfolio Management, Financial Planning
Education
Arizona State University - W. P. Carey School of Business 2006 — 2008
Bachelor, Finance
Vanguard August 2008 - Present
Skills
ETFs, Certified Financial..., Finance, Mutual Funds, Series 63, Series 7, Securities, Microsoft Office, Customer Service, Financial Analysis, Leadership, Retirement Planning, Investments, CRM, Equities, Asset Allocation, Portfolio Management, Financial Planning
Education
Arizona State University - W. P. Carey School of Business 2006 — 2008
Bachelor, Finance
Chase Richardson's Vanguard Experience June 2015 - Present
Job Senior Investment Consultant
Industry Financial Services
Experience
Vanguard June 2015 - Present
Vanguard October 2013 - June 2015
Vanguard February 2013 - October 2014
IBM November 2011 - March 2012
SSI Investment Management May 2011 - August 2011
Skills
Market Research, Securities, Equities, Excel, Microsoft Office, Microsoft Excel, Mutual Funds, Management, Sales, Financial Analysis, Investments, Marketing, Bonds, Analysis, Retirement, Portfolio Management
Education
Arizona State University, W. P. Carey School of Business 2008 — 2012
Bachelor's, Business
Vanguard June 2015 - Present
Vanguard October 2013 - June 2015
Vanguard February 2013 - October 2014
IBM November 2011 - March 2012
SSI Investment Management May 2011 - August 2011
Skills
Market Research, Securities, Equities, Excel, Microsoft Office, Microsoft Excel, Mutual Funds, Management, Sales, Financial Analysis, Investments, Marketing, Bonds, Analysis, Retirement, Portfolio Management
Education
Arizona State University, W. P. Carey School of Business 2008 — 2012
Bachelor's, Business
Chad Mackelprang Chad Mackelprang's Vanguard Experience August 2015 - Present
Job Supervisor at Vanguard
Industry Investment Management
Experience
Vanguard August 2015 - Present
Vanguard April 2014 - August 2015
Vanguard May 2013 - April 2014
Vanguard May 2012 - July 2012
Agemni, Inc. August 2008 - August 2009
Skills
Microsoft Excel, Leadership, Sales, Team Leadership, Problem Resolution, Task Management, Customer Service, Project Management, Communication, Strategic Planning, Investments, PowerPoint, Microsoft Office, Microsoft Word, Time Management, Teamwork, Project Planning, Recruiting, Networking, Team Building
Education
Arizona State University, W. P. Carey School of Business 2010 — 2013
Bachelor's of Business Law, Business Law
Brigham Young University 2009 — 2010
Bachelor's degree, General Studies
Vanguard August 2015 - Present
Vanguard April 2014 - August 2015
Vanguard May 2013 - April 2014
Vanguard May 2012 - July 2012
Agemni, Inc. August 2008 - August 2009
Skills
Microsoft Excel, Leadership, Sales, Team Leadership, Problem Resolution, Task Management, Customer Service, Project Management, Communication, Strategic Planning, Investments, PowerPoint, Microsoft Office, Microsoft Word, Time Management, Teamwork, Project Planning, Recruiting, Networking, Team Building
Education
Arizona State University, W. P. Carey School of Business 2010 — 2013
Bachelor's of Business Law, Business Law
Brigham Young University 2009 — 2010
Bachelor's degree, General Studies
YOVANNA ROSENTHAL YOVANNA ROSENTHAL's Vanguard Experience January 2007 - June 2007
Job Financial Services
Industry Financial Services
Experience
Wilmington Trust August 2007 - May 2012
Vanguard January 2007 - June 2007
Skills
Administrative..., Public Administration, Executive Support, Government, Data Entry, Office Administration, Office Management, Policy, Microsoft Excel, Microsoft Office, Records Management, Customer Service, PowerPoint, Research, Mutual Funds, Financial Reporting, Invoicing, Investment Banking, Quality Assurance, Private Equity, Qualified Retirement..., Auditing, Internal Audit
Education
Arizona State University 2002 — 2007
Bachelor's degree, Interdisciplinary Studies
Wilmington Trust August 2007 - May 2012
Vanguard January 2007 - June 2007
Skills
Administrative..., Public Administration, Executive Support, Government, Data Entry, Office Administration, Office Management, Policy, Microsoft Excel, Microsoft Office, Records Management, Customer Service, PowerPoint, Research, Mutual Funds, Financial Reporting, Invoicing, Investment Banking, Quality Assurance, Private Equity, Qualified Retirement..., Auditing, Internal Audit
Education
Arizona State University 2002 — 2007
Bachelor's degree, Interdisciplinary Studies
Jack Ames, MBA Jack Ames, MBA's Vanguard Experience June 2013 - June 2015
Job Experienced Financial professional, Supply Chain Management Specialist, and Visionary Field Sales Leader
Industry Consumer Services
Experience
Swift Transportation June 2015 - Present
Vanguard June 2013 - June 2015
Vanguard 2014 - 2015
US Airways January 2013 - May 2013
American Express OPEN October 2011 - October 2012
Hertz January 2003 - June 2010
Desert Vista High School August 2001 - December 2002
Desert Vista High School in Social Studies August 2001 - December 2001
Skills
Salesforce.com, Leadership, Management, Sales, Account Management, Training, Cold Calling, Recruiting, Lead Generation, CRM, Social Media Marketing, Process Improvement, Time Management, B2B, Manage Client..., Facebook, Marketing, Marketing Strategy, Competitive Analysis, Strategic Planning, Customer Retention, Sales Operations, Market Research, Business Strategy, New Business Development, Team Building, Accounting, Sales Process, Procurement, Supply Chain Management, Relationship Management, Development of..., Logistics, Online Advertising, Business Development, Advertising, Digital Marketing, Sales Audit, Direct Sales, Business Planning, Strategic Partnerships, Analytics, Strategy, Avaya Technologies, CRM Databases
Education
Arizona State University - W. P. Carey School of Business 2009 — 2011
Master of Business Administration, International Business and Marketing
Northern Arizona University 1995 — 2001
Bachelor Degree, Secondary Education; Extended emphasis in Social Sciences
Klemmer and Associates
Swift Transportation June 2015 - Present
Vanguard June 2013 - June 2015
Vanguard 2014 - 2015
US Airways January 2013 - May 2013
American Express OPEN October 2011 - October 2012
Hertz January 2003 - June 2010
Desert Vista High School August 2001 - December 2002
Desert Vista High School in Social Studies August 2001 - December 2001
Skills
Salesforce.com, Leadership, Management, Sales, Account Management, Training, Cold Calling, Recruiting, Lead Generation, CRM, Social Media Marketing, Process Improvement, Time Management, B2B, Manage Client..., Facebook, Marketing, Marketing Strategy, Competitive Analysis, Strategic Planning, Customer Retention, Sales Operations, Market Research, Business Strategy, New Business Development, Team Building, Accounting, Sales Process, Procurement, Supply Chain Management, Relationship Management, Development of..., Logistics, Online Advertising, Business Development, Advertising, Digital Marketing, Sales Audit, Direct Sales, Business Planning, Strategic Partnerships, Analytics, Strategy, Avaya Technologies, CRM Databases
Education
Arizona State University - W. P. Carey School of Business 2009 — 2011
Master of Business Administration, International Business and Marketing
Northern Arizona University 1995 — 2001
Bachelor Degree, Secondary Education; Extended emphasis in Social Sciences
Klemmer and Associates
Neil Strohbusch Neil Strohbusch's Vanguard Experience October 1999 - September 2007
Job
Industry Financial Services
Experience
AT&T Mobility May 2008 - April 2012
Vanguard October 1999 - September 2007
Valley of the Sun United Way August 2003 - December 2003
Skills
Life Insurance, College Savings Plans, Mutual Funds, Investments, Property & Casualty..., Disability Insurance, Umbrella Insurance, Mortgage Lending, Car Loans, Long Term Care Insurance, Banking, Retirement Planning, Strategic Financial..., 401k, Small Business, Account Management, Program Management, Management, Employee Benefits, Retirement, Process Improvement
Education
Arizona State University - W. P. Carey School of Business 2004 — 2006
Masters
Washington State University 1993 — 1997
B.A
Mt. Vernon High School 1990 — 1993
AT&T Mobility May 2008 - April 2012
Vanguard October 1999 - September 2007
Valley of the Sun United Way August 2003 - December 2003
Skills
Life Insurance, College Savings Plans, Mutual Funds, Investments, Property & Casualty..., Disability Insurance, Umbrella Insurance, Mortgage Lending, Car Loans, Long Term Care Insurance, Banking, Retirement Planning, Strategic Financial..., 401k, Small Business, Account Management, Program Management, Management, Employee Benefits, Retirement, Process Improvement
Education
Arizona State University - W. P. Carey School of Business 2004 — 2006
Masters
Washington State University 1993 — 1997
B.A
Mt. Vernon High School 1990 — 1993
Sabino Vargas's Vanguard Experience August 2013 - Present
Job Supervisor at Vanguard
Industry Financial Services
Experience
Vanguard August 2013 - Present
Vanguard October 2012 - August 2013
Vanguard March 2011 - September 2012
Wells Fargo May 2010 - December 2010
Wells Fargo May 2009 - August 2009
Wells Fargo January 2006 - November 2008
Citi December 2004 - December 2005
Skills
Public Speaking, Executive Presentation..., Performance Management, Relationship Management, Employee Engagement, Coaching, Sales, Sales Coaching, Spanish, Project Management, Change Management
Education
Arizona State University - W. P. Carey School of Business 2006 — 2010
Bachelor’s Degree, Finance, Management, Summa Cum Laude
Brophy College Preparatory 2000 — 2004
High School
Vanguard August 2013 - Present
Vanguard October 2012 - August 2013
Vanguard March 2011 - September 2012
Wells Fargo May 2010 - December 2010
Wells Fargo May 2009 - August 2009
Wells Fargo January 2006 - November 2008
Citi December 2004 - December 2005
Skills
Public Speaking, Executive Presentation..., Performance Management, Relationship Management, Employee Engagement, Coaching, Sales, Sales Coaching, Spanish, Project Management, Change Management
Education
Arizona State University - W. P. Carey School of Business 2006 — 2010
Bachelor’s Degree, Finance, Management, Summa Cum Laude
Brophy College Preparatory 2000 — 2004
High School
Andrew Ficarra's Vanguard Experience August 2015 - Present
Job Flagship Department Vanguard
Industry Financial Services
Experience
Vanguard August 2015 - Present
TD Ameritrade August 2014 - August 2015
Bank of America Merrill Lynch January 2014 - August 2014
Bank of America Merrill Lynch May 2013 - January 2014
Bank of America Merrill Lynch March 2013 - May 2013
Bank of America Merrill Lynch May 2012 - March 2013
Skills
Building Relationships, Team Building, Team Leadership, Teamwork, Outstanding time..., Organization &..., Sales Management, Sales Process, Series 7, series 66, NMLS Licensed
Education
Arizona State University, W. P. Carey School of Business 2010 — 2011
Bachelor's degree, Business Law
Creighton University 2013 — 2015
Master's degree, Security Analysis and Portfolio Management
International Business Seminars in Multi-City Europe 2010 — 2010
International Business/ Finance/ Marketing
Vanguard August 2015 - Present
TD Ameritrade August 2014 - August 2015
Bank of America Merrill Lynch January 2014 - August 2014
Bank of America Merrill Lynch May 2013 - January 2014
Bank of America Merrill Lynch March 2013 - May 2013
Bank of America Merrill Lynch May 2012 - March 2013
Skills
Building Relationships, Team Building, Team Leadership, Teamwork, Outstanding time..., Organization &..., Sales Management, Sales Process, Series 7, series 66, NMLS Licensed
Education
Arizona State University, W. P. Carey School of Business 2010 — 2011
Bachelor's degree, Business Law
Creighton University 2013 — 2015
Master's degree, Security Analysis and Portfolio Management
International Business Seminars in Multi-City Europe 2010 — 2010
International Business/ Finance/ Marketing
Alex Schutten's Vanguard Experience June 2015 - September 2015
Job Shift Manager at Amazon
Industry Marketing and Advertising
Experience
Amazon September 2015 - Present
Vanguard June 2015 - September 2015
Vanguard August 2013 - June 2015
Verizon Wireless February 2011 - May 2013
Google October 2009 - March 2010
T-Mobile May 2008 - December 2008
Blade Editorial December 2007 - May 2008
Fontana Distribution August 2005 - August 2007
Skills
Marketing, Economics, Event Planning, Non-profits, Social Media, Telecommunications, Music Production, Strategy, Nonprofits, Creative Writing, Marketing Strategy, PowerPoint
Education
Arizona State University, W. P. Carey School of Business 2004 — 2009
B.A. Global Business, Marketing, Sustainability, Economics
Amazon September 2015 - Present
Vanguard June 2015 - September 2015
Vanguard August 2013 - June 2015
Verizon Wireless February 2011 - May 2013
Google October 2009 - March 2010
T-Mobile May 2008 - December 2008
Blade Editorial December 2007 - May 2008
Fontana Distribution August 2005 - August 2007
Skills
Marketing, Economics, Event Planning, Non-profits, Social Media, Telecommunications, Music Production, Strategy, Nonprofits, Creative Writing, Marketing Strategy, PowerPoint
Education
Arizona State University, W. P. Carey School of Business 2004 — 2009
B.A. Global Business, Marketing, Sustainability, Economics
Sven Eberson's Vanguard Experience November 2010 - June 2012
Job Tax Executive Search Consultant / Recruiter, Govig Retained Search 480.718.6195
Industry Human Resources
Experience
Govig & Associates June 2012 - Present
Vanguard November 2010 - June 2012
Liberty Landscaping L.L.C. October 2005 - November 2010
Skills
Retained Search, Tax, Recruiting, Corporate Tax, Transfer Pricing, Financial Analysis, Auditing, Accounting, Finance, Leadership, Executive Search, International Tax, Tax Accounting, Federal & State Income..., Financial Reporting, Mergers & Acquisitions, Property Tax, Mineral Rights, Customer Service
Education
Arizona State University, W. P. Carey School of Business
Master of Science (M.S.), Information Management, 3.67 GPA
Barrett, The Honors College
Leadership in International Management, International Business, 3.99 GPA
Arizona State University, W. P. Carey School of Business
Bachelor of Science (B.S.), Leadership in International Management, 3.99 GPA
Instituto Tecnológico y de Estudios Superiores de Monterrey
International Business Certificate, International Business, 4.0 GPA
Govig & Associates June 2012 - Present
Vanguard November 2010 - June 2012
Liberty Landscaping L.L.C. October 2005 - November 2010
Skills
Retained Search, Tax, Recruiting, Corporate Tax, Transfer Pricing, Financial Analysis, Auditing, Accounting, Finance, Leadership, Executive Search, International Tax, Tax Accounting, Federal & State Income..., Financial Reporting, Mergers & Acquisitions, Property Tax, Mineral Rights, Customer Service
Education
Arizona State University, W. P. Carey School of Business
Master of Science (M.S.), Information Management, 3.67 GPA
Barrett, The Honors College
Leadership in International Management, International Business, 3.99 GPA
Arizona State University, W. P. Carey School of Business
Bachelor of Science (B.S.), Leadership in International Management, 3.99 GPA
Instituto Tecnológico y de Estudios Superiores de Monterrey
International Business Certificate, International Business, 4.0 GPA
Kaitlyn Morris Kaitlyn Morris's Vanguard Experience October 2013 - August 2015
Job Relationship Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Vanguard October 2013 - August 2015
Vanguard March 2013 - September 2013
Vanguard June 2011 - February 2013
Vanguard 2010 - 2010
Skills
Leadership, Sales, Financial Statements, Finance, Options, Investments, Financial Services, Banking, Series 63, Series 7, Financial Modeling, Fixed Income, Customer Retention, Outlook, Data Analysis, Customer Service, Microsoft Excel, ETFs, Mutual Funds, Relationship Management, FINRA, Asset Allocation
Education
Arizona State University, W. P. Carey School of Business 2007 — 2011
Finance, International Business Certification
Graduate of Missions San Jose High School
Bachelor's degree, Finance and Financial Management Services
Fidelity Investments August 2015 - Present
Vanguard October 2013 - August 2015
Vanguard March 2013 - September 2013
Vanguard June 2011 - February 2013
Vanguard 2010 - 2010
Skills
Leadership, Sales, Financial Statements, Finance, Options, Investments, Financial Services, Banking, Series 63, Series 7, Financial Modeling, Fixed Income, Customer Retention, Outlook, Data Analysis, Customer Service, Microsoft Excel, ETFs, Mutual Funds, Relationship Management, FINRA, Asset Allocation
Education
Arizona State University, W. P. Carey School of Business 2007 — 2011
Finance, International Business Certification
Graduate of Missions San Jose High School
Bachelor's degree, Finance and Financial Management Services
Christopher Hartmann Christopher Hartmann's Vanguard Experience July 2013 - May 2015
Job FlexShares Business Development Associate
Industry Wholesale
Experience
FlexShares May 2015 - Present
Vanguard July 2013 - May 2015
Abercrombie & Fitch April 2013 - June 2013
Abercrombie & Fitch April 2012 - April 2013
Skills
Investment Guidance, Leadership Development, Sales, Customer Service, Social Media Marketing, Budgets, Management, Marketing, Marketing Communications, Time Management, Microsoft Excel
Education
Arizona State University, W. P. Carey School of Business 2006 — 2011
Bachelor of Science (B.S.), Finance, General
FlexShares May 2015 - Present
Vanguard July 2013 - May 2015
Abercrombie & Fitch April 2013 - June 2013
Abercrombie & Fitch April 2012 - April 2013
Skills
Investment Guidance, Leadership Development, Sales, Customer Service, Social Media Marketing, Budgets, Management, Marketing, Marketing Communications, Time Management, Microsoft Excel
Education
Arizona State University, W. P. Carey School of Business 2006 — 2011
Bachelor of Science (B.S.), Finance, General
Dylan King Dylan King's Vanguard Experience July 2014 - Present
Job Vanguard Accelerated Development Program at Vanguard
Industry Financial Services
Experience
Vanguard July 2014 - Present
Vanguard February 2014 - June 2014
YC'S Mongolian Grill May 2010 - June 2014
J.P. Morgan September 2013 - November 2013
Vanguard May 2013 - August 2013
YC'S Mongolian Grill July 2007 - May 2010
Skills
Customer Service, Microsoft Office, Asset Allocation, Time Management, Financial Analysis, Financial Statements, Bloomberg Terminal, Portfolio Management, Wealth Management, Finance
Education
Arizona State University, W. P. Carey School of Business 2010 — 2014
Bachelor of Science (BS), Finance
Vanguard July 2014 - Present
Vanguard February 2014 - June 2014
YC'S Mongolian Grill May 2010 - June 2014
J.P. Morgan September 2013 - November 2013
Vanguard May 2013 - August 2013
YC'S Mongolian Grill July 2007 - May 2010
Skills
Customer Service, Microsoft Office, Asset Allocation, Time Management, Financial Analysis, Financial Statements, Bloomberg Terminal, Portfolio Management, Wealth Management, Finance
Education
Arizona State University, W. P. Carey School of Business 2010 — 2014
Bachelor of Science (BS), Finance
Anthony Cavataio's Vanguard Experience December 2007 - October 2009
Job Director, Advisor Facing Services
Industry Financial Services
Experience
AIG Advisor Group December 2010 - Present
BB&T November 2009 - November 2010
Vanguard December 2007 - October 2009
AIG FINANCIAL ADVISORS May 2006 - December 2007
AIG FINANCIAL ADVISORS August 2005 - May 2006
AIG FINANCIAL ADVISORS August 2003 - August 2005
Skills
Series 7, Series 63, Series 65, Series 24, FINRA, Investments, Uniform Combined State..., Leadership, Mutual Funds, Securities, Management, Retirement Planning
Education
Arizona State University - W. P. Carey School of Business 1998 — 2000
Bachelor of Science, Finance
AIG Advisor Group December 2010 - Present
BB&T November 2009 - November 2010
Vanguard December 2007 - October 2009
AIG FINANCIAL ADVISORS May 2006 - December 2007
AIG FINANCIAL ADVISORS August 2005 - May 2006
AIG FINANCIAL ADVISORS August 2003 - August 2005
Skills
Series 7, Series 63, Series 65, Series 24, FINRA, Investments, Uniform Combined State..., Leadership, Mutual Funds, Securities, Management, Retirement Planning
Education
Arizona State University - W. P. Carey School of Business 1998 — 2000
Bachelor of Science, Finance
Jennifer Romero Jennifer Romero's Vanguard Experience October 2014 - Present
Job The Vanguard Group
Industry Financial Services
Experience
Vanguard October 2014 - Present
Vanguard July 2013 - October 2014
Wespac Construction August 2012 - May 2013
McDowell Mountain Music Festival August 2012 - May 2013
iPic Theaters April 2012 - July 2012
Skills
Customer Service, Strategic Planning, Leadership, Sales, CRM, Teamwork, Microsoft Office, Project Management, PowerPoint, Microsoft Word, Nonprofits, Result Oriented, Financial Services, Relationship Management, Facebook, Management, Public Relations, Public Speaking, Time Management
Education
Arizona State University, W. P. Carey School of Business 2011 — 2013
Bachelor of Science (BS), Business Administration and Management, General
San Diego State University-California State University 2009 — 2011
Interior Design and Management
Vanguard October 2014 - Present
Vanguard July 2013 - October 2014
Wespac Construction August 2012 - May 2013
McDowell Mountain Music Festival August 2012 - May 2013
iPic Theaters April 2012 - July 2012
Skills
Customer Service, Strategic Planning, Leadership, Sales, CRM, Teamwork, Microsoft Office, Project Management, PowerPoint, Microsoft Word, Nonprofits, Result Oriented, Financial Services, Relationship Management, Facebook, Management, Public Relations, Public Speaking, Time Management
Education
Arizona State University, W. P. Carey School of Business 2011 — 2013
Bachelor of Science (BS), Business Administration and Management, General
San Diego State University-California State University 2009 — 2011
Interior Design and Management
Ajaa Jackson Ajaa Jackson's Vanguard Experience October 2014 - Present
Job Supervisor at Vanguard
Industry Financial Services
Experience
Vanguard October 2014 - Present
Vanguard July 2013 - October 2014
American Marketing Association at Arizona State University January 2012 - May 2013
Vanguard May 2012 - August 2012
Our Lady of the Mountain October 2009 - July 2011
Cochise College August 2009 - June 2011
Student Government Association at Cochise College August 2010 - May 2011
Phi Theta Kappa January 2010 - May 2010
Skills
Public Speaking, Event Planning, Leadership, PowerPoint, Social Networking, Community Outreach, Time Management, Microsoft Word, Team Leadership, Teamwork
Education
Arizona State University, W. P. Carey School of Business 2011 — 2013
Bachelor of Science, Marketing
Cochise College 2009 — 2011
Associate of Business, Computer Information Systems
Vanguard October 2014 - Present
Vanguard July 2013 - October 2014
American Marketing Association at Arizona State University January 2012 - May 2013
Vanguard May 2012 - August 2012
Our Lady of the Mountain October 2009 - July 2011
Cochise College August 2009 - June 2011
Student Government Association at Cochise College August 2010 - May 2011
Phi Theta Kappa January 2010 - May 2010
Skills
Public Speaking, Event Planning, Leadership, PowerPoint, Social Networking, Community Outreach, Time Management, Microsoft Word, Team Leadership, Teamwork
Education
Arizona State University, W. P. Carey School of Business 2011 — 2013
Bachelor of Science, Marketing
Cochise College 2009 — 2011
Associate of Business, Computer Information Systems
Ryan Macaluso Ryan Macaluso's Vanguard Experience September 2004 - August 2010
Job Advisor Transition Consultant / Build lasting partnerships by helping advisors achieve their business goals
Industry Financial Services
Experience
TD Ameritrade Institutional September 2010 - Present
Vanguard September 2004 - August 2010
Skills
Investment Advisory, Wealth Management, Portfolio Management, Separately Managed..., Mutual Funds, Equities, Retirement Planning, 401k, Investments, Asset Allocation, Uniform Combined State..., Series 7, Series 63, ETFs, Securities, Retirement, FINRA
Education
Arizona State University, W. P. Carey School of Business 2000 — 2004
Bachelor of Science (B.S.), Finance, General
TD Ameritrade Institutional September 2010 - Present
Vanguard September 2004 - August 2010
Skills
Investment Advisory, Wealth Management, Portfolio Management, Separately Managed..., Mutual Funds, Equities, Retirement Planning, 401k, Investments, Asset Allocation, Uniform Combined State..., Series 7, Series 63, ETFs, Securities, Retirement, FINRA
Education
Arizona State University, W. P. Carey School of Business 2000 — 2004
Bachelor of Science (B.S.), Finance, General
Travis Spencer, CPA Travis Spencer, CPA's Vanguard Experience August 2010 - August 2011
Job Senior Consultant Enterprise Systems Risk and Controls at PwC
Industry Information Technology and Services
Experience
PwC July 2012 - Present
Vanguard August 2010 - August 2011
Skills
Internal Controls, Financial Reporting, Auditing, Accounting, CRM, Sarbanes-Oxley Act, Internal Audit, CPA, US GAAP, GAAP, External Audit, Financial Accounting
Education
Arizona State University, W. P. Carey School of Business 2011 — 2012
Master of Accountancy, Accounting
Arizona State University, W. P. Carey School of Business 2005 — 2010
Bachelor of Science, Accounting
Arizona State University, W. P. Carey School of Business 2005 — 2010
Bachelor of Science, Computer Information Systems
PwC July 2012 - Present
Vanguard August 2010 - August 2011
Skills
Internal Controls, Financial Reporting, Auditing, Accounting, CRM, Sarbanes-Oxley Act, Internal Audit, CPA, US GAAP, GAAP, External Audit, Financial Accounting
Education
Arizona State University, W. P. Carey School of Business 2011 — 2012
Master of Accountancy, Accounting
Arizona State University, W. P. Carey School of Business 2005 — 2010
Bachelor of Science, Accounting
Arizona State University, W. P. Carey School of Business 2005 — 2010
Bachelor of Science, Computer Information Systems
Veronica Heron Veronica Heron's Vanguard Experience February 2004 - Present
Job Participant Services Associate at Vanguard
Industry Financial Services
Experience
Vanguard February 2004 - Present
The Phoenician Resort April 1999 - December 2009
Skills
Retirement Planning, Mutual Funds, Leadership
Education
Arizona State University 2000 — 2004
Bachelor of Arts (BA), English Literature (British and Commonwealth)
Vanguard February 2004 - Present
The Phoenician Resort April 1999 - December 2009
Skills
Retirement Planning, Mutual Funds, Leadership
Education
Arizona State University 2000 — 2004
Bachelor of Arts (BA), English Literature (British and Commonwealth)
TJ Arcuri TJ Arcuri's Vanguard Experience April 2013 - Present
Job Institutional Relationship Manager at The Vanguard Group
Industry Financial Services
Experience
Vanguard April 2013 - Present
The Vanguard Group July 2010 - April 2013
Vanguard March 2009 - July 2010
Vanguard June 2007 - March 2009
Laidlaw & Company May 2006 - September 2006
Skills
Series 6, Series 63, Mutual Funds, Investments, FINRA, Financial Analysis, 401k, Securities, ETFs, Financial Services, Retirement Planning, Retirement, Microsoft Excel, Strategic Financial..., Bloomberg, Customer Service, Asset Allocation, Call Center, Coaching Staff, Leadership, Business Strategy, Relationship Management, Alternative Investments, Call Centers, Investment Strategies, Leadership Development, Financial Planning, CRM, Strategic Planning
Education
Arizona State University 2009 — 2011
Master of Business Administration (MBA), International Business, Finance
University of Delaware 2003 — 2007
Bachelor of Science (B.S.), Finance, Economics
Vanguard April 2013 - Present
The Vanguard Group July 2010 - April 2013
Vanguard March 2009 - July 2010
Vanguard June 2007 - March 2009
Laidlaw & Company May 2006 - September 2006
Skills
Series 6, Series 63, Mutual Funds, Investments, FINRA, Financial Analysis, 401k, Securities, ETFs, Financial Services, Retirement Planning, Retirement, Microsoft Excel, Strategic Financial..., Bloomberg, Customer Service, Asset Allocation, Call Center, Coaching Staff, Leadership, Business Strategy, Relationship Management, Alternative Investments, Call Centers, Investment Strategies, Leadership Development, Financial Planning, CRM, Strategic Planning
Education
Arizona State University 2009 — 2011
Master of Business Administration (MBA), International Business, Finance
University of Delaware 2003 — 2007
Bachelor of Science (B.S.), Finance, Economics
Eric Gonyo, MBA Eric Gonyo, MBA's Vanguard Experience November 2013 - Present
Job Block and Options Trader at Vanguard
Industry Investment Management
Experience
Vanguard November 2013 - Present
Vanguard September 2012 - November 2013
Vanguard March 2011 - September 2012
Sports Business Association at ASU January 2009 - January 2011
North Star Resource Group June 2010 - August 2010
Next Generation Insurance Group May 2009 - August 2009
Arizona Diamondbacks 2009 - 2009
Skills
Training, Salesforce.com, Sales, Marketing, Customer Service, Access, Finance, Time Management, Social Networking, Social Media Marketing, Risk Management, Management, Microsoft Excel, PowerPoint
Education
Arizona State University, W. P. Carey School of Business 2014 — 2015
Master of Business Administration (MBA), General, Sports Business
Arizona State University - W. P. Carey School of Business 2007 — 2010
Finance, Finance, International Business, Small Business
Mesa Community College 2007 — 2008
Red Mountain High School 2004 — 2007
High School Diploma
Vanguard November 2013 - Present
Vanguard September 2012 - November 2013
Vanguard March 2011 - September 2012
Sports Business Association at ASU January 2009 - January 2011
North Star Resource Group June 2010 - August 2010
Next Generation Insurance Group May 2009 - August 2009
Arizona Diamondbacks 2009 - 2009
Skills
Training, Salesforce.com, Sales, Marketing, Customer Service, Access, Finance, Time Management, Social Networking, Social Media Marketing, Risk Management, Management, Microsoft Excel, PowerPoint
Education
Arizona State University, W. P. Carey School of Business 2014 — 2015
Master of Business Administration (MBA), General, Sports Business
Arizona State University - W. P. Carey School of Business 2007 — 2010
Finance, Finance, International Business, Small Business
Mesa Community College 2007 — 2008
Red Mountain High School 2004 — 2007
High School Diploma
Alasandro Fenston's Vanguard Experience August 2014 - Present
Job Flagship Associate (High Net Worth Client Group) at Vanguard
Industry Venture Capital & Private Equity
Experience
Vanguard August 2014 - Present
Fenox Venture Capital May 2014 - August 2014
ASU Student Investment Management Fund August 2013 - May 2014
The Clorox Company May 2011 - August 2011
City of Gilroy June 2009 - August 2010
The Free Press (High School Newspaper) September 2009 - June 2010
Skills
Entrepreneurship, Time Management, Financial Analysis, Teamwork, Strongly self-motivated, Proactive self-starter, Economics, Investment Management, Leadership, Venture Capital, Start-ups, Strategy, Product Management, Graphic Design, Editing, Event Planning, Creative Problem Solving, Business Writing, Social Entrepreneurship, Branding Ideas, Bloomberg Terminal, Inspiring People, Ideas Development, Collaborative, Due Diligence
Education
Arizona State University, W. P. Carey School of Business 2010 — 2014
Bachelor of Science (BS), Finance, General
Vanguard August 2014 - Present
Fenox Venture Capital May 2014 - August 2014
ASU Student Investment Management Fund August 2013 - May 2014
The Clorox Company May 2011 - August 2011
City of Gilroy June 2009 - August 2010
The Free Press (High School Newspaper) September 2009 - June 2010
Skills
Entrepreneurship, Time Management, Financial Analysis, Teamwork, Strongly self-motivated, Proactive self-starter, Economics, Investment Management, Leadership, Venture Capital, Start-ups, Strategy, Product Management, Graphic Design, Editing, Event Planning, Creative Problem Solving, Business Writing, Social Entrepreneurship, Branding Ideas, Bloomberg Terminal, Inspiring People, Ideas Development, Collaborative, Due Diligence
Education
Arizona State University, W. P. Carey School of Business 2010 — 2014
Bachelor of Science (BS), Finance, General
Tyler Lemmon Tyler Lemmon's Vanguard Experience May 2015 - August 2015
Job MBA Candidate 2016 at W.P Carey School of Business, Arizona State University
Industry Financial Services
Experience
Vanguard May 2015 - August 2015
Morgan Stanley Wealth Management December 2012 - July 2014
AXA Advisors, LLC August 2010 - December 2012
Beneficial Financial Group January 2010 - April 2010
Willis June 2009 - August 2009
Skills
Insurance, Finance, Fixed Annuities, Securities, Tax, Retirement Planning, Wealth Management, Series 7, Strategic Financial..., Investments, Mutual Funds, Retirement, Financial Analysis, Investment Advisory, Financial Modeling
Education
Arizona State University 2014 — 2016
Master of Business Administration (MBA), Financial Markets and Management, Business Analytics
Brigham Young University 2003 — 2010
Bachelors, Business
Glendora High
Glendora High
Vanguard May 2015 - August 2015
Morgan Stanley Wealth Management December 2012 - July 2014
AXA Advisors, LLC August 2010 - December 2012
Beneficial Financial Group January 2010 - April 2010
Willis June 2009 - August 2009
Skills
Insurance, Finance, Fixed Annuities, Securities, Tax, Retirement Planning, Wealth Management, Series 7, Strategic Financial..., Investments, Mutual Funds, Retirement, Financial Analysis, Investment Advisory, Financial Modeling
Education
Arizona State University 2014 — 2016
Master of Business Administration (MBA), Financial Markets and Management, Business Analytics
Brigham Young University 2003 — 2010
Bachelors, Business
Glendora High
Glendora High
Greg Kraemer Greg Kraemer's Vanguard Experience April 2013 - Present
Job Client Relationship Specialist at Vanguard
Industry Financial Services
Experience
Vanguard April 2013 - Present
Morgan Stanley Wealth Management February 2012 - August 2012
Morgan Stanley Wealth Management March 2011 - February 2012
Mayo Clinic June 2009 - October 2009
Mayo Clinic June 2008 - December 2008
Skills
Series 7, Series 63, Finance, Microsoft Excel, Sales
Education
Arizona State University, W. P. Carey School of Business 2006 — 2011
Bachelor of Arts (BA), Business Communications
Vanguard April 2013 - Present
Morgan Stanley Wealth Management February 2012 - August 2012
Morgan Stanley Wealth Management March 2011 - February 2012
Mayo Clinic June 2009 - October 2009
Mayo Clinic June 2008 - December 2008
Skills
Series 7, Series 63, Finance, Microsoft Excel, Sales
Education
Arizona State University, W. P. Carey School of Business 2006 — 2011
Bachelor of Arts (BA), Business Communications
Brianna Krause's Vanguard Experience December 2012 - Present
Job Brokerage Service Associate at Vanguard
Industry Retail
Experience
Vanguard December 2012 - Present
Vanguard August 2012 - December 2012
Self-Employed August 2009 - August 2012
PetSmart June 2011 - August 2011
Costco Wholesale November 2009 - December 2009
Costco Wholesale October 2008 - December 2008
Lamppost Pizza February 2007 - July 2008
Recreation and Park District December 2006 - May 2008
Skills
Creative Solutions, Customer Service, Quantitative Research, Qualitative Research, Management, Business Analysis, Leadership, Project Planning, Analytical Skills, Time Management, Sales, Teamwork, Research, Pay Close Attention to..., Committed to Customer..., Coaching, Market Research, Analysis, Training, Customer Satisfaction, Problem Solving, ability to multi-task, Fast Learner, Exceptionally well..., Series 7, Series 63
Education
Arizona State University - W. P. Carey School of Business 2010 — 2012
Business Administration, Management
Vanguard December 2012 - Present
Vanguard August 2012 - December 2012
Self-Employed August 2009 - August 2012
PetSmart June 2011 - August 2011
Costco Wholesale November 2009 - December 2009
Costco Wholesale October 2008 - December 2008
Lamppost Pizza February 2007 - July 2008
Recreation and Park District December 2006 - May 2008
Skills
Creative Solutions, Customer Service, Quantitative Research, Qualitative Research, Management, Business Analysis, Leadership, Project Planning, Analytical Skills, Time Management, Sales, Teamwork, Research, Pay Close Attention to..., Committed to Customer..., Coaching, Market Research, Analysis, Training, Customer Satisfaction, Problem Solving, ability to multi-task, Fast Learner, Exceptionally well..., Series 7, Series 63
Education
Arizona State University - W. P. Carey School of Business 2010 — 2012
Business Administration, Management
David Foegal, CFP® David Foegal, CFP®'s Vanguard Experience March 2014 - Present
Job Senior Manager Wealth and Estate Planning at Vanguard
Industry Financial Services
Experience
Vanguard March 2014 - Present
Vanguard April 2011 - March 2014
Vanguard June 2010 - April 2011
Vanguard February 2007 - July 2010
Vanguard August 2004 - February 2007
Skills
Strategic Financial..., Asset Managment, Accounting
Education
Arizona State University, W. P. Carey School of Business 2009 — 2011
MBA, Leadership
Arizona State University - W. P. Carey School of Business 2000 — 2004
Bachelor of Science, Marketing
Vanguard March 2014 - Present
Vanguard April 2011 - March 2014
Vanguard June 2010 - April 2011
Vanguard February 2007 - July 2010
Vanguard August 2004 - February 2007
Skills
Strategic Financial..., Asset Managment, Accounting
Education
Arizona State University, W. P. Carey School of Business 2009 — 2011
MBA, Leadership
Arizona State University - W. P. Carey School of Business 2000 — 2004
Bachelor of Science, Marketing
Alex Armando Alex Armando's Vanguard Experience August 2010 - Present
Job Arts and Crafts?
Industry Arts and Crafts
Experience
State of California August 2012 - Present
Vanguard August 2010 - Present
Abercrombie & Fitch September 2008 - August 2010
Mesa Airlines April 2009 - July 2009
Oakland Athletics 2001 - 2009
Oakland Athletics September 2006 - July 2008
Getchel Custom Curbing May 2007 - August 2007
Sacramento River Cats 2001 - 2006
Oakland Athletics 2001 - 2006
Education
Arizona State University - W. P. Carey School of Business 2006 — 2010
Marketing
Northwood
State of California August 2012 - Present
Vanguard August 2010 - Present
Abercrombie & Fitch September 2008 - August 2010
Mesa Airlines April 2009 - July 2009
Oakland Athletics 2001 - 2009
Oakland Athletics September 2006 - July 2008
Getchel Custom Curbing May 2007 - August 2007
Sacramento River Cats 2001 - 2006
Oakland Athletics 2001 - 2006
Education
Arizona State University - W. P. Carey School of Business 2006 — 2010
Marketing
Northwood
Boyd DeZonia's Vanguard Experience June 2014 - Present
Job Brokerage Associate in Retail Services at Vanguard
Industry Financial Services
Experience
Vanguard June 2014 - Present
Multiple Companies August 2006 - Present
Skills
Trading, Time Management, Marketing, Sales, Food & Beverage, Customer Service, Commodity, Financial Markets, Teamwork, Social Media Marketing, Leadership, Trading Systems, Investments, Microsoft Excel, Equities, Derivatives, Equity Trading, Valuation, Hospitality, Securities, Accounting, Risk Management
Education
Arizona State University - W. P. Carey School of Business 2001 — 2009
BS in Finance
Vanguard June 2014 - Present
Multiple Companies August 2006 - Present
Skills
Trading, Time Management, Marketing, Sales, Food & Beverage, Customer Service, Commodity, Financial Markets, Teamwork, Social Media Marketing, Leadership, Trading Systems, Investments, Microsoft Excel, Equities, Derivatives, Equity Trading, Valuation, Hospitality, Securities, Accounting, Risk Management
Education
Arizona State University - W. P. Carey School of Business 2001 — 2009
BS in Finance
Jeffrey Christopher Eng Jeffrey Christopher Eng's Vanguard Experience March 2013 - March 2015
Job Program Manager at Shutterfly Inc.
Industry Information Technology and Services
Experience
Shutterfly Inc. April 2015 - Present
Vanguard March 2013 - March 2015
Vanguard February 2012 - March 2013
Intel Corporation June 2010 - March 2011
Skills
Customer Satisfaction, Scrum, Program Management, Agile Methodologies, SharePoint, Teamwork, Team Leadership, Process Improvement, Project Management, Management, Business Analysis, Analysis, Certified Scrum Master..., Training, CRM, Strategic Thinking, Strategic Financial...
Education
Arizona State University, W. P. Carey School of Business 2009 — 2011
Bachelor of Arts, Business Communication with Emphasis in International Business
Saddleback College 2007 — 2009
Associate of Arts, Business Administration
Shutterfly Inc. April 2015 - Present
Vanguard March 2013 - March 2015
Vanguard February 2012 - March 2013
Intel Corporation June 2010 - March 2011
Skills
Customer Satisfaction, Scrum, Program Management, Agile Methodologies, SharePoint, Teamwork, Team Leadership, Process Improvement, Project Management, Management, Business Analysis, Analysis, Certified Scrum Master..., Training, CRM, Strategic Thinking, Strategic Financial...
Education
Arizona State University, W. P. Carey School of Business 2009 — 2011
Bachelor of Arts, Business Communication with Emphasis in International Business
Saddleback College 2007 — 2009
Associate of Arts, Business Administration
Veronica C. Armstrong's Vanguard Experience 2006 - 2010
Job Inbound/Outbound Sales | Customer Service | Inside Sales | Telesales | BPO
Industry Leisure, Travel & Tourism
Experience
International Cruise and Excursions, Inc. (ICE) May 2013 - October 2014
PulteGroup 2010 - 2012
Vanguard 2006 - 2010
Scentual Fragrance 2004 - 2006
Wells Fargo Bank 1997 - 2005
Princeton Management Resources 1996 - 1997
Adjustco, Inc. 1993 - 1996
Skills
Call Centers, Management, Leadership, Operations Management, Contact Center..., Contact Center..., Contact Center Strategy, Vendor Management, Sales, Customer Experience, Business Strategy, Change Management, Project Management, Talent Management, Leadership Development, Coaching, Business Development, Organizational..., BPO, DMAIC, Business Process..., Lotus Notes, SaaS, Customer Engagement, Avaya CMS, Problem Solving, Live Ops, SharePoint, Siebel, Adobe Acrobat, Collaborating, Email Marketing, Cognos, ACD, Strategic Development, Predictive Dialer, Work Force Management..., Market Segmentation, Process Improvement, Team Building, Strategic Planning, Budgets, Consulting, Performance Management, Sales Management, Team Leadership
Education
Arizona State University, W. P. Carey School of Business
Executive Master of Business Administration (M.B.A.), Business
State University of New York at Binghamton
Bachelor of Arts (B.A.), Economics
International Cruise and Excursions, Inc. (ICE) May 2013 - October 2014
PulteGroup 2010 - 2012
Vanguard 2006 - 2010
Scentual Fragrance 2004 - 2006
Wells Fargo Bank 1997 - 2005
Princeton Management Resources 1996 - 1997
Adjustco, Inc. 1993 - 1996
Skills
Call Centers, Management, Leadership, Operations Management, Contact Center..., Contact Center..., Contact Center Strategy, Vendor Management, Sales, Customer Experience, Business Strategy, Change Management, Project Management, Talent Management, Leadership Development, Coaching, Business Development, Organizational..., BPO, DMAIC, Business Process..., Lotus Notes, SaaS, Customer Engagement, Avaya CMS, Problem Solving, Live Ops, SharePoint, Siebel, Adobe Acrobat, Collaborating, Email Marketing, Cognos, ACD, Strategic Development, Predictive Dialer, Work Force Management..., Market Segmentation, Process Improvement, Team Building, Strategic Planning, Budgets, Consulting, Performance Management, Sales Management, Team Leadership
Education
Arizona State University, W. P. Carey School of Business
Executive Master of Business Administration (M.B.A.), Business
State University of New York at Binghamton
Bachelor of Arts (B.A.), Economics
Nathan Forkner's Vanguard Experience October 2006 - Present
Job Team Leader at Vanguard
Industry Financial Services
Experience
Vanguard October 2006 - Present
Vanguard March 2004 - October 2006
Simwey Financial Group September 2003 - January 2004
Offen Ace Hardware 1999 - 2003
Skills
Series 63, Change Management, Customer Service, Call Center, Team Building, Series 6, Call Centers, Strategy, Financial Analysis, Financial Services, Mutual Funds, Relationship Management, Risk Management, Finance, Process Improvement, Investments, Series 7, Leadership, Project Management
Education
Arizona State University, W. P. Carey School of Business 2006 — 2008
MBA
University of Northern Colorado 1998 — 2003
Bachelor of Arts, Economics
Vanguard October 2006 - Present
Vanguard March 2004 - October 2006
Simwey Financial Group September 2003 - January 2004
Offen Ace Hardware 1999 - 2003
Skills
Series 63, Change Management, Customer Service, Call Center, Team Building, Series 6, Call Centers, Strategy, Financial Analysis, Financial Services, Mutual Funds, Relationship Management, Risk Management, Finance, Process Improvement, Investments, Series 7, Leadership, Project Management
Education
Arizona State University, W. P. Carey School of Business 2006 — 2008
MBA
University of Northern Colorado 1998 — 2003
Bachelor of Arts, Economics
Tali G Draznin's Vanguard Experience September 2007 - Present
Job Client Relationship Associate
Industry Financial Services
Experience
Vanguard September 2007 - Present
M.I.T (a Manpower Compny) 2004 - 2004
Education
Tel Aviv University 2001 — 2003
Arizona State University
Vanguard September 2007 - Present
M.I.T (a Manpower Compny) 2004 - 2004
Education
Tel Aviv University 2001 — 2003
Arizona State University
Allison Rhoades's Vanguard Experience July 1999 - Present
Job Manager at Vanguard
Industry Financial Services
Experience
Vanguard July 1999 - Present
Skills
Series 63, Series 7, Mutual Funds, Series 24, Investments, FINRA, Relationship Management, Retirement Planning, Process Improvement, Financial Services, Retirement, Risk Management, Asset Allocation, Securities, Series 6
Education
Arizona State University, W. P. Carey School of Business 2006 — 2008
Master of Business Administration (MBA)
West Chester University of Pennsylvania 1995 — 1999
Bachelor of Arts (BA), Business, Management, Marketing, and Related Support Services
Vanguard July 1999 - Present
Skills
Series 63, Series 7, Mutual Funds, Series 24, Investments, FINRA, Relationship Management, Retirement Planning, Process Improvement, Financial Services, Retirement, Risk Management, Asset Allocation, Securities, Series 6
Education
Arizona State University, W. P. Carey School of Business 2006 — 2008
Master of Business Administration (MBA)
West Chester University of Pennsylvania 1995 — 1999
Bachelor of Arts (BA), Business, Management, Marketing, and Related Support Services
Michael Dvoskin's Vanguard Experience August 2008 - July 2009
Job MBA Candidate at UCLA Anderson
Industry Logistics and Supply Chain
Experience
Niagara Bottling, LLC June 2010 - September 2010
Vanguard August 2008 - July 2009
ActiveForever.com August 2007 - August 2008
ActiveForever.com October 2006 - August 2007
Skills
Process Improvement, Financial Analysis, Strategy, Inventory Management, Customer Service, Business Development, Competitive Analysis, Strategic Planning, Management
Education
UCLA Anderson School of Management 2009 — 2011
MBA, Operations and Technology Management
Arizona State University - W. P. Carey School of Business 2001 — 2006
B.S, Business Management
Niagara Bottling, LLC June 2010 - September 2010
Vanguard August 2008 - July 2009
ActiveForever.com August 2007 - August 2008
ActiveForever.com October 2006 - August 2007
Skills
Process Improvement, Financial Analysis, Strategy, Inventory Management, Customer Service, Business Development, Competitive Analysis, Strategic Planning, Management
Education
UCLA Anderson School of Management 2009 — 2011
MBA, Operations and Technology Management
Arizona State University - W. P. Carey School of Business 2001 — 2006
B.S, Business Management
Mai Luc's Vanguard Experience June 2011 - September 2012
Job Annuity Director
Industry Financial Services
Experience
Independent Planners Group September 2012 - Present
Vanguard June 2011 - September 2012
Brokerage Professionals, Inc. April 2006 - June 2011
Chase Insurance 2000 - 2005
Skills
Securities, Marketing, Strategic Financial..., Insurance, 401k, Life Insurance, IRAs, Long-term Care, Financial Services, Wealth Management, Fixed Annuities, Financial Planning, Financial Planners, Term Life Insurance, Disability Insurance
Education
Arizona State University, W. P. Carey School of Business 2004 — 2006
MBA, MBA
University of Arizona 1995 — 1999
BSBA, Finance
Amphitheater High School 1991 — 1995
Independent Planners Group September 2012 - Present
Vanguard June 2011 - September 2012
Brokerage Professionals, Inc. April 2006 - June 2011
Chase Insurance 2000 - 2005
Skills
Securities, Marketing, Strategic Financial..., Insurance, 401k, Life Insurance, IRAs, Long-term Care, Financial Services, Wealth Management, Fixed Annuities, Financial Planning, Financial Planners, Term Life Insurance, Disability Insurance
Education
Arizona State University, W. P. Carey School of Business 2004 — 2006
MBA, MBA
University of Arizona 1995 — 1999
BSBA, Finance
Amphitheater High School 1991 — 1995
Adam Button's Vanguard Experience July 2010 - Present
Job Advisor Relationship Manager
Industry Financial Services
Experience
Vanguard July 2010 - Present
Farm Bureau Financial Services July 2008 - July 2010
Chrysler 2004 - 2008
Education
Grand Canyon University 2013 — 2015
Master of Business Administration (MBA), Finance
Arizona State University, W. P. Carey School of Business 2002 — 2004
BS of Science, Finance
Vanguard July 2010 - Present
Farm Bureau Financial Services July 2008 - July 2010
Chrysler 2004 - 2008
Education
Grand Canyon University 2013 — 2015
Master of Business Administration (MBA), Finance
Arizona State University, W. P. Carey School of Business 2002 — 2004
BS of Science, Finance
Alex Deutsch's Vanguard Experience August 2015 - Present
Job Supervisor at Vanguard
Industry Financial Services
Experience
Vanguard August 2015 - Present
Vanguard June 2010 - Present
DMD Systems Recovery January 2008 - June 2010
Weight Loss Institute of Arizona January 2007 - January 2008
Pure Fitness December 2006 - January 2007
Pure Fitness January 2004 - January 2007
Skills
Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Event Planning, Sales, Marketing, Project Management, Team Building, Social Media, Public Speaking, Administrative..., Strategic Planning, Office Management, Information Technology, Spreadsheets, Travel Arrangements, Calendaring
Education
Arizona State University - W. P. Carey School of Business 2006 — 2010
In progress, Business Management
Vanguard August 2015 - Present
Vanguard June 2010 - Present
DMD Systems Recovery January 2008 - June 2010
Weight Loss Institute of Arizona January 2007 - January 2008
Pure Fitness December 2006 - January 2007
Pure Fitness January 2004 - January 2007
Skills
Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Event Planning, Sales, Marketing, Project Management, Team Building, Social Media, Public Speaking, Administrative..., Strategic Planning, Office Management, Information Technology, Spreadsheets, Travel Arrangements, Calendaring
Education
Arizona State University - W. P. Carey School of Business 2006 — 2010
In progress, Business Management
Victoria DeCocq Colby's Vanguard Experience April 2014 - Present
Job at Vanguard
Industry Financial Services
Experience
Vanguard April 2014 - Present
Vanguard June 2011 - April 2014
SUPERVALU September 2009 - June 2011
Intersections Inc. February 2009 - September 2009
Bank of America February 2008 - January 2009
Skills
Lotus Notes, Process Improvement, Access, Outlook, Leadership, Customer Service, PeopleSoft, Microsoft Excel, Series 6, Series 63, Time Management
Education
Arizona State University 2003 — 2008
Bachelor of Science, Business Administration
Vanguard April 2014 - Present
Vanguard June 2011 - April 2014
SUPERVALU September 2009 - June 2011
Intersections Inc. February 2009 - September 2009
Bank of America February 2008 - January 2009
Skills
Lotus Notes, Process Improvement, Access, Outlook, Leadership, Customer Service, PeopleSoft, Microsoft Excel, Series 6, Series 63, Time Management
Education
Arizona State University 2003 — 2008
Bachelor of Science, Business Administration
Stuart Wells's Vanguard Experience June 2008 - November 2012
Job Wealth Manager at USAA
Industry Financial Services
Experience
USAA November 2012 - Present
Vanguard June 2008 - November 2012
State of Arizona May 2007 - January 2008
Hertz Local Edition May 2005 - July 2006
Education
Northern Arizona University 2006 — 2007
MBA, Geographical Information Systems
Brigham Young University - Idaho 2001 — 2005
BS, Management/Political Science
Kaplan University 2009 — 2011
Certificate, Financial Planning
Arizona State University 2007 — 2008
Post Bachelor's Certificate, Accounting
USAA November 2012 - Present
Vanguard June 2008 - November 2012
State of Arizona May 2007 - January 2008
Hertz Local Edition May 2005 - July 2006
Education
Northern Arizona University 2006 — 2007
MBA, Geographical Information Systems
Brigham Young University - Idaho 2001 — 2005
BS, Management/Political Science
Kaplan University 2009 — 2011
Certificate, Financial Planning
Arizona State University 2007 — 2008
Post Bachelor's Certificate, Accounting
Leilah Krohn's Vanguard Experience June 2014 - Present
Job Project Manager, MBA Development Program at Vanguard
Industry Marketing and Advertising
Experience
Vanguard June 2014 - Present
Banner Health October 2012 - June 2014
Target September 2010 - August 2012
First Solar September 2009 - September 2010
MSS Technologies August 2008 - September 2009
Merrill Lynch September 2008 - May 2009
BHP Billiton May 2008 - August 2008
Skills
Marketing Strategy, Social Media Marketing, Microsoft Office, Marketing, Market Research, Microsoft Excel, Competitive Analysis, Public Speaking, Business Development, Email Marketing, Marketing Research, Brand Management, MS Project, Program Management, Strategy, Management, Leadership, Project Management, Team Leadership, Sales, Marketing Communications, Project Planning, Human Resources, Cross-functional Team..., Process Improvement, Microsoft Project
Education
Arizona State University, W. P. Carey School of Business 2012 — 2014
Master of Business Administration (MBA), Finance, International Business
Arizona State University, W. P. Carey School of Business 2006 — 2010
Bachelor of Science, Marketing
Queen Margaret University College 2007 — 2007
Richmond, The American International University in London 2007 — 2007
University College Dublin 2007 — 2007
Vanguard June 2014 - Present
Banner Health October 2012 - June 2014
Target September 2010 - August 2012
First Solar September 2009 - September 2010
MSS Technologies August 2008 - September 2009
Merrill Lynch September 2008 - May 2009
BHP Billiton May 2008 - August 2008
Skills
Marketing Strategy, Social Media Marketing, Microsoft Office, Marketing, Market Research, Microsoft Excel, Competitive Analysis, Public Speaking, Business Development, Email Marketing, Marketing Research, Brand Management, MS Project, Program Management, Strategy, Management, Leadership, Project Management, Team Leadership, Sales, Marketing Communications, Project Planning, Human Resources, Cross-functional Team..., Process Improvement, Microsoft Project
Education
Arizona State University, W. P. Carey School of Business 2012 — 2014
Master of Business Administration (MBA), Finance, International Business
Arizona State University, W. P. Carey School of Business 2006 — 2010
Bachelor of Science, Marketing
Queen Margaret University College 2007 — 2007
Richmond, The American International University in London 2007 — 2007
University College Dublin 2007 — 2007
Aaron Singer, MBA's Vanguard Experience June 2013 - Present
Job Supervisor at Vanguard
Industry Financial Services
Experience
Vanguard June 2013 - Present
Vanguard February 2012 - June 2013
Vanguard March 2010 - March 2012
Succeed Corporation December 2008 - March 2010
Skills
Insurance, Management, Series 63, Business Process..., Series 7, Marketing, Customer Service, Leadership, Investments, Retail, Online Advertising, Email Marketing, Financial Analysis, Series 6, Financial Services, Retirement Planning, Portfolio Management, Wealth Management, Investment Management, Marketing Strategy, Coaching, Microsoft Office, Finance, CRM, Process Improvement
Education
Arizona State University, W. P. Carey School of Business 2012 — 2014
Master of Business Administration (MBA), Finance, Leadership
Arizona State University 2004 — 2010
Bachelor of Arts (BA), Communication and Media Studies
Vanguard June 2013 - Present
Vanguard February 2012 - June 2013
Vanguard March 2010 - March 2012
Succeed Corporation December 2008 - March 2010
Skills
Insurance, Management, Series 63, Business Process..., Series 7, Marketing, Customer Service, Leadership, Investments, Retail, Online Advertising, Email Marketing, Financial Analysis, Series 6, Financial Services, Retirement Planning, Portfolio Management, Wealth Management, Investment Management, Marketing Strategy, Coaching, Microsoft Office, Finance, CRM, Process Improvement
Education
Arizona State University, W. P. Carey School of Business 2012 — 2014
Master of Business Administration (MBA), Finance, Leadership
Arizona State University 2004 — 2010
Bachelor of Arts (BA), Communication and Media Studies
Anat Hazanchuk's Vanguard Experience February 2012 - May 2012
Job Social Media Marketing Manager at Ooma, Inc.
Industry Marketing and Advertising
Experience
Ooma, Inc. January 2015 - Present
LiveCareer September 2013 - January 2015
Milestone Internet Marketing June 2012 - September 2013
Vanguard February 2012 - May 2012
Verizon Business June 2011 - December 2011
American Marketing Association October 2009 - December 2011
Pearson North America October 2010 - June 2011
Successful Impressions LLC January 2010 - May 2010
Pizza My Heart March 2008 - August 2008
Ronit's Preschool June 2006 - July 2008
Skills
Social Media, Marketing, Communication, Strategic Marketing, Teamwork, Organization, Sales Management, Sales, Marketing Strategy, SEM, Management, Social Media Marketing, CRM, Blogging, Market Research, Advertising
Education
Arizona State University - W. P. Carey School of Business 2008 — 2011
Bachelor of Science, Marketing
Homestead High School 2004 — 2008
Ooma, Inc. January 2015 - Present
LiveCareer September 2013 - January 2015
Milestone Internet Marketing June 2012 - September 2013
Vanguard February 2012 - May 2012
Verizon Business June 2011 - December 2011
American Marketing Association October 2009 - December 2011
Pearson North America October 2010 - June 2011
Successful Impressions LLC January 2010 - May 2010
Pizza My Heart March 2008 - August 2008
Ronit's Preschool June 2006 - July 2008
Skills
Social Media, Marketing, Communication, Strategic Marketing, Teamwork, Organization, Sales Management, Sales, Marketing Strategy, SEM, Management, Social Media Marketing, CRM, Blogging, Market Research, Advertising
Education
Arizona State University - W. P. Carey School of Business 2008 — 2011
Bachelor of Science, Marketing
Homestead High School 2004 — 2008
Kenneth Begishe II's Vanguard Experience October 2007 - Present
Job Project Lead at Vanguard
Industry Financial Services
Experience
Vanguard October 2007 - Present
Vanguard July 2006 - October 2007
Vanguard January 2005 - July 2006
Skills
Series 63, Financial Services, Process Improvement, Project Management, Series 7, Finance, Investments, Leadership, Relationship Management, Risk Management
Education
Arizona State University, W. P. Carey School of Business 2010 — 2012
Master of Business Administration (M.B.A.), Business
Northern Arizona University 2002 — 2004
Bachelor of Science (BS) - American Political Studies, Pre-Law Studies
Vanguard October 2007 - Present
Vanguard July 2006 - October 2007
Vanguard January 2005 - July 2006
Skills
Series 63, Financial Services, Process Improvement, Project Management, Series 7, Finance, Investments, Leadership, Relationship Management, Risk Management
Education
Arizona State University, W. P. Carey School of Business 2010 — 2012
Master of Business Administration (M.B.A.), Business
Northern Arizona University 2002 — 2004
Bachelor of Science (BS) - American Political Studies, Pre-Law Studies
Christopher Jaynes's Vanguard Experience February 2008 - March 2010
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
Scottrade March 2014 - Present
Charles Schwab January 2012 - August 2012
Vanguard February 2008 - March 2010
Vanguard March 2004 - February 2008
American Funds November 2002 - March 2004
Charles Schwab August 2000 - August 2002
Education
Arizona State University - W. P. Carey School of Business 2010 — 2012
Master of Business Administration (M.B.A.)
The University of Texas at Austin 1994 — 1999
Bachelor of Science (BS)
Scottrade March 2014 - Present
Charles Schwab January 2012 - August 2012
Vanguard February 2008 - March 2010
Vanguard March 2004 - February 2008
American Funds November 2002 - March 2004
Charles Schwab August 2000 - August 2002
Education
Arizona State University - W. P. Carey School of Business 2010 — 2012
Master of Business Administration (M.B.A.)
The University of Texas at Austin 1994 — 1999
Bachelor of Science (BS)
Logan Berkowitz's Vanguard Experience August 2012 - October 2012
Job Project Manager at Lowe Profero
Industry Marketing and Advertising
Experience
Lowe Profero April 2015 - Present
VML / Y&R September 2014 - April 2015
VML August 2013 - September 2014
myThings December 2012 - March 2013
Vanguard August 2012 - October 2012
Apple May 2011 - October 2011
Young and Rubicam June 2010 - August 2010
Skills
Microsoft Office, Mobile Devices, Advertising, Online Advertising, Photoshop, Financial Analysis, Marketing Research, Digital Media, Cost Per Acquisition, Training, Digital Strategy, Web Analytics, Financial Research, SAP, Photography, JIRA, Mobile Applications, Mobile Technology, Mobile Advertising
Education
Arizona State University, W. P. Carey School of Business 2008 — 2012
Bachelor of Arts (B.A.), Business Communication
Scarsdale High School 2004 — 2008
Lowe Profero April 2015 - Present
VML / Y&R September 2014 - April 2015
VML August 2013 - September 2014
myThings December 2012 - March 2013
Vanguard August 2012 - October 2012
Apple May 2011 - October 2011
Young and Rubicam June 2010 - August 2010
Skills
Microsoft Office, Mobile Devices, Advertising, Online Advertising, Photoshop, Financial Analysis, Marketing Research, Digital Media, Cost Per Acquisition, Training, Digital Strategy, Web Analytics, Financial Research, SAP, Photography, JIRA, Mobile Applications, Mobile Technology, Mobile Advertising
Education
Arizona State University, W. P. Carey School of Business 2008 — 2012
Bachelor of Arts (B.A.), Business Communication
Scarsdale High School 2004 — 2008
Anthony Hudson's Vanguard Experience January 2006 - July 2007
Job Agency Business Consultant at Farmers Insurance
Industry Investment Banking
Experience
Farmers Insurance April 2013 - Present
Profocus Incorporated April 2009 - January 2010
AIG Financial Advisors February 2008 - July 2008
Vanguard January 2006 - July 2007
Education
Thunderbird School of Global Management 2010 — 2011
MBA, International Finance
Arizona State University - W. P. Carey School of Business 2002 — 2004
BS in Global Business, International Finance
Farmers Insurance April 2013 - Present
Profocus Incorporated April 2009 - January 2010
AIG Financial Advisors February 2008 - July 2008
Vanguard January 2006 - July 2007
Education
Thunderbird School of Global Management 2010 — 2011
MBA, International Finance
Arizona State University - W. P. Carey School of Business 2002 — 2004
BS in Global Business, International Finance
Dan Ganancial's Vanguard Experience June 2006 - June 2011
Job Alliance Marketing Manager at Alteryx, Inc.
Industry Computer Software
Experience
Alteryx, Inc. September 2015 - Present
Informatica April 2014 - August 2015
Bridge Partners Consulting May 2013 - December 2014
Ivanhoe & McToterson LLC February 2012 - December 2014
Walt Disney Animation Studios June 2011 - September 2011
Vanguard June 2006 - June 2011
Arizona Cardinals Football Club January 2006 - May 2006
Education
Arizona State University, W. P. Carey School of Business
Master of Business Administration (M.B.A.)
Johannes Kepler Universität Linz
Pacific Union College
Stanford University
Alteryx, Inc. September 2015 - Present
Informatica April 2014 - August 2015
Bridge Partners Consulting May 2013 - December 2014
Ivanhoe & McToterson LLC February 2012 - December 2014
Walt Disney Animation Studios June 2011 - September 2011
Vanguard June 2006 - June 2011
Arizona Cardinals Football Club January 2006 - May 2006
Education
Arizona State University, W. P. Carey School of Business
Master of Business Administration (M.B.A.)
Johannes Kepler Universität Linz
Pacific Union College
Stanford University
Clark Harrop's Vanguard Experience November 2013 - Present
Job Retirement Specialist at Vanguard
Industry Financial Services
Experience
Vanguard November 2013 - Present
Vanguard September 2011 - November 2013
Rosita's July 2008 - September 2011
Zevoncshi May 2010 - August 2010
Skills
Investments, Finance, Series 6, Mutual Funds, Series 63, Series 7, Asset Allocation, Microsoft Excel, Economics, Retirement, Analysis, Securities, Financial Services
Education
Arizona State University, W. P. Carey School of Business 2008 — 2011
B.S., Finance
CFA Institute
Vanguard November 2013 - Present
Vanguard September 2011 - November 2013
Rosita's July 2008 - September 2011
Zevoncshi May 2010 - August 2010
Skills
Investments, Finance, Series 6, Mutual Funds, Series 63, Series 7, Asset Allocation, Microsoft Excel, Economics, Retirement, Analysis, Securities, Financial Services
Education
Arizona State University, W. P. Carey School of Business 2008 — 2011
B.S., Finance
CFA Institute
Lauren Godfrey's Vanguard Experience April 2013 - Present
Job Client Relationship Admin, Vanguard
Industry Investment Management
Experience
Vanguard April 2013 - Present
Vanguard June 2012 - April 2013
Arizona State University February 2012 - May 2012
USA Track & Field May 2011 - August 2011
PointAbout Inc. May 2010 - August 2010
Education
Arizona State University, W. P. Carey School of Business 2008 — 2012
Bachelor of Science, Marketing
Vanguard April 2013 - Present
Vanguard June 2012 - April 2013
Arizona State University February 2012 - May 2012
USA Track & Field May 2011 - August 2011
PointAbout Inc. May 2010 - August 2010
Education
Arizona State University, W. P. Carey School of Business 2008 — 2012
Bachelor of Science, Marketing
Beatriz Alatorre's Vanguard Experience
Job
Industry
Experience
Vanguard
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Process Improvement
Education
Arizona State University - W. P. Carey School of Business
Bachelor of Science Marketing, Business - Marketing and Computer Information Systems
Arizona State University - W. P. Carey School of Business
Bachelor of Science Marketing
Vanguard
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Process Improvement
Education
Arizona State University - W. P. Carey School of Business
Bachelor of Science Marketing, Business - Marketing and Computer Information Systems
Arizona State University - W. P. Carey School of Business
Bachelor of Science Marketing
William Godfrey's Vanguard Experience March 2000 - Present
Job Senior Wealth Strategist at Vanguard
Industry Financial Services
Experience
Vanguard March 2000 - Present
Education
University of Phoenix 2007 — 2009
MBA, e-business marketing
Arizona State University
Bachelor's degree, Business Administration and Management, General
Vanguard March 2000 - Present
Education
University of Phoenix 2007 — 2009
MBA, e-business marketing
Arizona State University
Bachelor's degree, Business Administration and Management, General
Andy Millikin, CFP®, CIMA®'s Vanguard Experience October 2010 - January 2014
Job Senior Associate at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors January 2014 - Present
Vanguard October 2010 - January 2014
Vanguard July 2009 - October 2010
Smith Financial, Inc June 2008 - July 2009
Education
Arizona State University, W. P. Carey School of Business 2005 — 2009
Bachelor of Science (B.S.), Finance, General
Dimensional Fund Advisors January 2014 - Present
Vanguard October 2010 - January 2014
Vanguard July 2009 - October 2010
Smith Financial, Inc June 2008 - July 2009
Education
Arizona State University, W. P. Carey School of Business 2005 — 2009
Bachelor of Science (B.S.), Finance, General
Jarrod Friedson's Vanguard Experience November 1999 - December 2006
Job Retirement Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2011 - Present
Charles Schwab January 2007 - September 2011
Vanguard November 1999 - December 2006
Education
Arizona State University, W. P. Carey School of Business 2001 — 2003
Master of Business Administration (MBA)
University of Arizona, Eller College of Management 1994 — 1998
Bachelor of Science (BS), Marketing
Charles Schwab September 2011 - Present
Charles Schwab January 2007 - September 2011
Vanguard November 1999 - December 2006
Education
Arizona State University, W. P. Carey School of Business 2001 — 2003
Master of Business Administration (MBA)
University of Arizona, Eller College of Management 1994 — 1998
Bachelor of Science (BS), Marketing
Jonathan Hatch's Vanguard Experience September 2008 - June 2010
Job Staff Accountant/Tax Preparer at Solomon CPAs and Financial Services LLC
Industry Accounting
Experience
Solomon CPAs and Financial Services LLC February 2015 - Present
Staff Accountant July 2013 - December 2014
Bank of America December 2010 - June 2013
Accountants International June 2010 - December 2010
Vanguard September 2008 - June 2010
Skills
Microsoft Office (Word,..., 10 Key Touch, 65+ wpm typing
Education
Arizona State University, W. P. Carey School of Business 2008 — 2011
Accounting
Solomon CPAs and Financial Services LLC February 2015 - Present
Staff Accountant July 2013 - December 2014
Bank of America December 2010 - June 2013
Accountants International June 2010 - December 2010
Vanguard September 2008 - June 2010
Skills
Microsoft Office (Word,..., 10 Key Touch, 65+ wpm typing
Education
Arizona State University, W. P. Carey School of Business 2008 — 2011
Accounting
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments