Vanguard Company
Industry: Investment management company
DescriptionThe Vanguard Group is an American registered investment advisor based in Malvern, Pennsylvania with over $5.1 trillion in assets under management. It is the largest provider of mutual funds and the second-largest provider of exchange-traded funds in the world after BlackRock's iShares. Customer service: 0800 032 3731 Assets under management: 5.1 trillion USD (January 31, 2018) Founder: John C. Bogle Founded: 1 May 1975, Valley Forge, Pennsylvania, United States CEO: Mortimer J. Buckley (Jan 2018–) Headquarters: Valley Forge, Pennsylvania, United States
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9,967 Vanguard employees in database. Find out everything there's to know about Vanguard employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Vanguard Employees
Employee
Years
Job
Industry
Caroline Packer Caroline Packer's Vanguard Experience July 2014 - April 2015
Job Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs May 2015 - Present
Vanguard July 2014 - April 2015
Vanguard August 2013 - July 2014
Education
Villanova University 2009 — 2013
Bachelor of Arts (B.A.), Economics and Art History
University of Cambridge 2011 — 2011
Institute of Economics and Political Studies
Goldman Sachs May 2015 - Present
Vanguard July 2014 - April 2015
Vanguard August 2013 - July 2014
Education
Villanova University 2009 — 2013
Bachelor of Arts (B.A.), Economics and Art History
University of Cambridge 2011 — 2011
Institute of Economics and Political Studies
Courtney Salveson Courtney Salveson's Vanguard Experience December 2009 - Present
Job Instructional Designer at Vanguard
Industry Financial Services
Experience
Vanguard December 2009 - Present
Vanguard April 2006 - December 2009
Skills
Captivate, ADDIE, Instructional Design, Instructor-led Training, Needs Analysis, Photoshop
Education
University of Delaware 2002 — 2006
BA, Communication
Vanguard December 2009 - Present
Vanguard April 2006 - December 2009
Skills
Captivate, ADDIE, Instructional Design, Instructor-led Training, Needs Analysis, Photoshop
Education
University of Delaware 2002 — 2006
BA, Communication
Phillip Gorman Phillip Gorman's Vanguard Experience September 2013 - Present
Job Investment Professional
Industry Financial Services
Experience
Vanguard September 2013 - Present
Vanguard February 2012 - September 2013
The University of Arizona May 2010 - February 2012
Little Caesars June 2005 - May 2010
Skills
VBA, SAS, Microsoft Excel, Finance, Financial Analysis, Data Analysis, Microsoft Office, Customer Service, Teamwork, Public Speaking, Research, Economics, Statistics, PowerPoint, CRM, Leadership, Management, Investments, Microsoft Word, Time Management, Financial Services, Process Improvement
Education
Northeastern University 2013 — 2015
Master of Science (MS), Finance
University of Arizona, Eller College of Management 2008 — 2011
BSBA, Business Economics
Vanguard September 2013 - Present
Vanguard February 2012 - September 2013
The University of Arizona May 2010 - February 2012
Little Caesars June 2005 - May 2010
Skills
VBA, SAS, Microsoft Excel, Finance, Financial Analysis, Data Analysis, Microsoft Office, Customer Service, Teamwork, Public Speaking, Research, Economics, Statistics, PowerPoint, CRM, Leadership, Management, Investments, Microsoft Word, Time Management, Financial Services, Process Improvement
Education
Northeastern University 2013 — 2015
Master of Science (MS), Finance
University of Arizona, Eller College of Management 2008 — 2011
BSBA, Business Economics
Dawn Marion, CPS, WRAP Faciitator, FPS Dawn Marion, CPS, WRAP Faciitator, FPS's Vanguard Experience March 2003 - August 2010
Job Rehabilitation Counselor III at Horizon House
Industry Mental Health Care
Experience
Keystone Human Services January 2015 - Present
Horizon House January 2015 - Present
Penn Psychiatric Center July 2013 - December 2013
KeystonerHuman Services July 2012 - December 2013
Vanguard March 2003 - August 2010
Avaya December 1998 - September 2001
Skills
Life Coaching, Instructor-led Training, Social Skills, Mental Health Counseling, Mutual Funds, Asset Allocation, Analysis, Microsoft Office, Investments, Data Analysis, Microsoft Excel, Process Improvement, Lotus Notes, High Net Worth..., Access, Public Speaking, Social Services, Nonprofits, Community Outreach, Mental Health
Education
Valencia Community College 2001 — 2001
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
University of Central Florida 1994 — 1996
Bachelor of Science (BS), Accounting
Keystone Human Services January 2015 - Present
Horizon House January 2015 - Present
Penn Psychiatric Center July 2013 - December 2013
KeystonerHuman Services July 2012 - December 2013
Vanguard March 2003 - August 2010
Avaya December 1998 - September 2001
Skills
Life Coaching, Instructor-led Training, Social Skills, Mental Health Counseling, Mutual Funds, Asset Allocation, Analysis, Microsoft Office, Investments, Data Analysis, Microsoft Excel, Process Improvement, Lotus Notes, High Net Worth..., Access, Public Speaking, Social Services, Nonprofits, Community Outreach, Mental Health
Education
Valencia Community College 2001 — 2001
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
University of Central Florida 1994 — 1996
Bachelor of Science (BS), Accounting
Jared R. Wiltshire's Vanguard Experience August 2014 - Present
Job Client Relationship Specialist at Vanguard
Industry Financial Services
Experience
Vanguard August 2014 - Present
University of Central Florida September 2013 - July 2014
University of Central Florida September 2012 - September 2013
Volcano Corporation June 2013 - August 2013
Emerson Climate Technologies May 2012 - July 2012
Walmart May 2011 - August 2011
Skills
Analytics, Marketing, Competitive Analysis, Product Development, Market Analysis, Market Research, Strategic Planning, Microsoft Excel, Project Management, Analysis, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Salesforce.com, Time Management
Education
University of Central Florida 2010 — 2014
Bachelor of Science (B.S.), Finance
University of Central Florida 2010 — 2014
Bachelor's degree, Finance, General
Vanguard August 2014 - Present
University of Central Florida September 2013 - July 2014
University of Central Florida September 2012 - September 2013
Volcano Corporation June 2013 - August 2013
Emerson Climate Technologies May 2012 - July 2012
Walmart May 2011 - August 2011
Skills
Analytics, Marketing, Competitive Analysis, Product Development, Market Analysis, Market Research, Strategic Planning, Microsoft Excel, Project Management, Analysis, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Salesforce.com, Time Management
Education
University of Central Florida 2010 — 2014
Bachelor of Science (B.S.), Finance
University of Central Florida 2010 — 2014
Bachelor's degree, Finance, General
Toby Salgado Toby Salgado's Vanguard Experience December 1996 - December 1998
Job Managing Director at Real Estate Radio Experts LLC
Industry Internet
Experience
Real Estate Radio Experts LLC July 2014 - Present
Super Agents Live August 2013 - Present
Taskhero January 2012 - October 2013
Mayfield December 2009 - February 2012
COF Capital October 2008 - July 2010
BNT Erosion Control September 2001 - October 2008
AdviceAmerica February 2000 - June 2001
Workexchange January 1999 - January 2000
Vanguard December 1996 - December 1998
Allied Capital December 1995 - December 1996
Skills
Public Speaking, Strategic Planning, Environmental Consulting, Advisory Boards, Mentoring, Sales, Entrepreneurship, Start-ups, Financial Modeling, Strategic Partnerships, Corporate Development, Management, Selling, Mergers & Acquisitions, Competitive Analysis, Enterprise Software, Product Development, SEO, Strategy, Business Development, Investments, Marketing, Negotiation, Program Management, Social Media
Education
University of California, San Diego 1990 — 1994
Bachelor's degree, Sociology / Religious Studies Dual Major
Real Estate Radio Experts LLC July 2014 - Present
Super Agents Live August 2013 - Present
Taskhero January 2012 - October 2013
Mayfield December 2009 - February 2012
COF Capital October 2008 - July 2010
BNT Erosion Control September 2001 - October 2008
AdviceAmerica February 2000 - June 2001
Workexchange January 1999 - January 2000
Vanguard December 1996 - December 1998
Allied Capital December 1995 - December 1996
Skills
Public Speaking, Strategic Planning, Environmental Consulting, Advisory Boards, Mentoring, Sales, Entrepreneurship, Start-ups, Financial Modeling, Strategic Partnerships, Corporate Development, Management, Selling, Mergers & Acquisitions, Competitive Analysis, Enterprise Software, Product Development, SEO, Strategy, Business Development, Investments, Marketing, Negotiation, Program Management, Social Media
Education
University of California, San Diego 1990 — 1994
Bachelor's degree, Sociology / Religious Studies Dual Major
Ryan Mathews Ryan Mathews's Vanguard Experience August 2014 - Present
Job Investment Representative
Industry Financial Services
Experience
Vanguard August 2014 - Present
Campus Special May 2013 - August 2013
Gold's Gym June 2012 - September 2012
Skills
Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking, Social Networking, Sales, Advertising, Marketing
Education
University of Arkansas at Fayetteville 2010 — 2014
(B.A.), Advertising/Public Relations
Jesuit College Preparatory School 2006 — 2010
High School Diploma
Vanguard August 2014 - Present
Campus Special May 2013 - August 2013
Gold's Gym June 2012 - September 2012
Skills
Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking, Social Networking, Sales, Advertising, Marketing
Education
University of Arkansas at Fayetteville 2010 — 2014
(B.A.), Advertising/Public Relations
Jesuit College Preparatory School 2006 — 2010
High School Diploma
Myquiche Gamble Myquiche Gamble's Vanguard Experience September 2010 - March 2012
Job Home Loan Processor at Wells Fargo Home Mortgage
Industry Retail
Experience
Wells Fargo Home Mortgage October 2012 - Present
Book Shelves 2004 - Present
Vanguard September 2010 - March 2012
Center for Community Transitions March 2010 - September 2010
Skills
Entrepreneurship, Marketing Strategy, Marketing, Retail, Social Media Marketing, Sales, E-commerce, Social Media, Small Business, Online Marketing, New Business Development, Advertising, Online Advertising, Business Strategy, Customer Service, Strategic Planning, Team Building, Coaching
Education
University of Phoenix 2010 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Connecticut 1998 — 2003
Bachelor of Business Administration (BBA), Marketing
Wells Fargo Home Mortgage October 2012 - Present
Book Shelves 2004 - Present
Vanguard September 2010 - March 2012
Center for Community Transitions March 2010 - September 2010
Skills
Entrepreneurship, Marketing Strategy, Marketing, Retail, Social Media Marketing, Sales, E-commerce, Social Media, Small Business, Online Marketing, New Business Development, Advertising, Online Advertising, Business Strategy, Customer Service, Strategic Planning, Team Building, Coaching
Education
University of Phoenix 2010 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Connecticut 1998 — 2003
Bachelor of Business Administration (BBA), Marketing
Barry Burkhart Barry Burkhart's Vanguard Experience June 2006 - July 2013
Job Vice President & Relationship Manager
Industry Financial Services
Experience
Wells Fargo July 2013 - Present
Vanguard June 2006 - July 2013
Arizona Juice Company August 2000 - June 2006
Seed Mackall, LLP January 1994 - August 2000
Skills
Series 63, Series 7, Mutual Funds, Defined Benefit, 401k, Retirement, Investments, ETFs, Retirement Planning, Asset Allocation, Financial Services, Series 24, FINRA, Pensions, Investor Relations, Relationship Management, Investment Advisory, Asset Managment, Defined Contribution, Risk Management, Wealth Management, Fixed Income, People Development, Fixed Annuities, Financial Analysis
Education
Concord Law School - Kaplan University 2014 — 2017
Juris Doctor, Law
University of Phoenix 2013 — 2015
Master of Business Administration (MBA), Business Administration
American Society of Pension Professionals & Actuaries 2012 — 2013
Qualified 401(k) Administrator (QKA)
Financial Industry Regulatory Authority (FINRA) 2008 — 2008
Series 7 and Series 63
University of Phoenix 1998 — 2000
Bachelor of Business Administration (B.B.A.), Finance
University of California, Santa Barbara 1994 — 1996
Associates of Business Administration
Wells Fargo July 2013 - Present
Vanguard June 2006 - July 2013
Arizona Juice Company August 2000 - June 2006
Seed Mackall, LLP January 1994 - August 2000
Skills
Series 63, Series 7, Mutual Funds, Defined Benefit, 401k, Retirement, Investments, ETFs, Retirement Planning, Asset Allocation, Financial Services, Series 24, FINRA, Pensions, Investor Relations, Relationship Management, Investment Advisory, Asset Managment, Defined Contribution, Risk Management, Wealth Management, Fixed Income, People Development, Fixed Annuities, Financial Analysis
Education
Concord Law School - Kaplan University 2014 — 2017
Juris Doctor, Law
University of Phoenix 2013 — 2015
Master of Business Administration (MBA), Business Administration
American Society of Pension Professionals & Actuaries 2012 — 2013
Qualified 401(k) Administrator (QKA)
Financial Industry Regulatory Authority (FINRA) 2008 — 2008
Series 7 and Series 63
University of Phoenix 1998 — 2000
Bachelor of Business Administration (B.B.A.), Finance
University of California, Santa Barbara 1994 — 1996
Associates of Business Administration
Arman Krpoyan Arman Krpoyan's Vanguard Experience September 2014 - September 2015
Job Financing Specialist
Industry Financial Services
Experience
Xchange Leasing September 2015 - Present
Vanguard September 2014 - September 2015
University of California, Riverside September 2013 - September 2014
Apple Ipad and Tablet Tutoring December 2013 - June 2014
Shegerian & Associates, Inc. June 2009 - September 2013
Pro Automotive Repair Center, Inc June 2008 - December 2008
Skills
Business, Editing, Invoicing, Customer Service, Public Speaking, Legal Writing, Legal Research, Accounting, Filing, Corporate Law, Databases, Westlaw, Time Management, Microsoft Word, Lexis, Public Policy, Microsoft Excel, Analysis, Microsoft Office, PowerPoint, Research, Social Media, Social Networking, Event Planning
Education
University of California, Riverside 2010 — 2014
Bachelor of Science (B.S.), Finance, General, 3.32
Providence High School 2006 — 2010
Xchange Leasing September 2015 - Present
Vanguard September 2014 - September 2015
University of California, Riverside September 2013 - September 2014
Apple Ipad and Tablet Tutoring December 2013 - June 2014
Shegerian & Associates, Inc. June 2009 - September 2013
Pro Automotive Repair Center, Inc June 2008 - December 2008
Skills
Business, Editing, Invoicing, Customer Service, Public Speaking, Legal Writing, Legal Research, Accounting, Filing, Corporate Law, Databases, Westlaw, Time Management, Microsoft Word, Lexis, Public Policy, Microsoft Excel, Analysis, Microsoft Office, PowerPoint, Research, Social Media, Social Networking, Event Planning
Education
University of California, Riverside 2010 — 2014
Bachelor of Science (B.S.), Finance, General, 3.32
Providence High School 2006 — 2010
Benjamin Blackburn Benjamin Blackburn's Vanguard Experience November 2014 - Present
Job Inheritance Consultant at Vanguard
Industry Financial Services
Experience
Vanguard November 2014 - Present
Vanguard July 2014 - November 2014
New York Life Insurance Company April 2012 - February 2014
Skills
Research, Teaching, Microsoft Office, Public Speaking, Microsoft Word, PowerPoint, Customer Service, Microsoft Excel, Editing, English, Outlook, Strategic Planning, Windows
Education
University of California, Los Angeles 2008 — 2012
Bachelor of Arts (BA), History
Crescenta Valley High School 2004 — 2008
Vanguard November 2014 - Present
Vanguard July 2014 - November 2014
New York Life Insurance Company April 2012 - February 2014
Skills
Research, Teaching, Microsoft Office, Public Speaking, Microsoft Word, PowerPoint, Customer Service, Microsoft Excel, Editing, English, Outlook, Strategic Planning, Windows
Education
University of California, Los Angeles 2008 — 2012
Bachelor of Arts (BA), History
Crescenta Valley High School 2004 — 2008
Chris Tidmore, CFA, CPA's Vanguard Experience August 2015 - Present
Job Senior Investment Strategist
Industry Investment Management
Experience
Vanguard August 2015 - Present
BHC Knowledge, LLC April 2004 - July 2015
Butcher's Hill Capital, LLC 2003 - July 2015
Madison Trading, LLC 1999 - 2003
Skills
Risk Arbitrage, Portfolio Management, Alternative Investments, Valuation, Risk Management, Mutual Funds, Finance, Investment Advisory, Hedge Funds, ETFs, Equity Research, Options, Equities, Asset Allocation, Trading, Securities
Education
University of Delaware 1989 — 1994
BS, Accounting
Vanguard August 2015 - Present
BHC Knowledge, LLC April 2004 - July 2015
Butcher's Hill Capital, LLC 2003 - July 2015
Madison Trading, LLC 1999 - 2003
Skills
Risk Arbitrage, Portfolio Management, Alternative Investments, Valuation, Risk Management, Mutual Funds, Finance, Investment Advisory, Hedge Funds, ETFs, Equity Research, Options, Equities, Asset Allocation, Trading, Securities
Education
University of Delaware 1989 — 1994
BS, Accounting
Alyssa Drummy's Vanguard Experience July 2014 - Present
Job Vanguard Accelerated Development Program
Industry Financial Services
Experience
Vanguard July 2014 - Present
Pioneer Equity Partners, LLC October 2013 - April 2014
VWR May 2013 - August 2013
VWR June 2012 - August 2012
Course Hero, Inc. December 2011 - May 2012
Computer Mentors December 2010 - June 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Access, Microsoft Word, Public Speaking, Financial Analysis, Social Media, Finance, Financial Modeling, Leadership, Market Research, Spanish, Customer Service, Facebook, Team Building, Leadership Development, Program Management, Teamwork, Project Management, Team Leadership, Time Management, Nonprofits, Event Planning, Social Networking, Community Outreach, Photoshop, Outlook, Fundraising, Event Management, Social Media Marketing, Critical Thinking, Marketing, SAP
Education
University of Delaware 2010 — 2014
Bachelor of Science (B.S.), Double Major in Finance & International Business, Minor in Spanish Studies, Senior
University of Granada 2012 — 2012
Spanish Studies
Mount Saint Joseph Academy 2006 — 2010
Vanguard July 2014 - Present
Pioneer Equity Partners, LLC October 2013 - April 2014
VWR May 2013 - August 2013
VWR June 2012 - August 2012
Course Hero, Inc. December 2011 - May 2012
Computer Mentors December 2010 - June 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Access, Microsoft Word, Public Speaking, Financial Analysis, Social Media, Finance, Financial Modeling, Leadership, Market Research, Spanish, Customer Service, Facebook, Team Building, Leadership Development, Program Management, Teamwork, Project Management, Team Leadership, Time Management, Nonprofits, Event Planning, Social Networking, Community Outreach, Photoshop, Outlook, Fundraising, Event Management, Social Media Marketing, Critical Thinking, Marketing, SAP
Education
University of Delaware 2010 — 2014
Bachelor of Science (B.S.), Double Major in Finance & International Business, Minor in Spanish Studies, Senior
University of Granada 2012 — 2012
Spanish Studies
Mount Saint Joseph Academy 2006 — 2010
Rich Lunsford Rich Lunsford's Vanguard Experience August 1999 - March 2002
Job Chief Operating Officer at Mill Creek Capital Advisors, LLC
Industry Investment Management
Experience
Mill Creek Capital Advisors, LLC October 2006 - Present
Hirtle, Callaghan & Co. December 2005 - August 2006
Hirtle, Callaghan & Co. March 2002 - December 2005
Vanguard August 1999 - March 2002
Skills
Fixed Income, Asset Allocation, Series 7, Securities, Bloomberg, Asset Management, Alternative Investments, Capital Markets, Financial Modeling, Investments, Fund Of Funds, Insurance, Contract Negotiation, Equities, Due Diligence, Investment Strategies, Financial Services, Risk Management, Business Development, Management, Series 63, Financial Analysis, Hedge Funds, Relationship Management, Portfolio Management, Wealth Management, Derivatives, Investment Advisory, Investment Management, Private Equity, Strategic Planning, Trading, Strategy, Vendor Management, New Business Development, Mutual Funds, Financial Markets, Valuation
Education
University of Delaware 1995 — 1999
BS, Business Administration
University of Delaware - Lerner College of Business and Economics 1995 — 1999
Bachelor of Science (B.S.), Business Administration
Mill Creek Capital Advisors, LLC October 2006 - Present
Hirtle, Callaghan & Co. December 2005 - August 2006
Hirtle, Callaghan & Co. March 2002 - December 2005
Vanguard August 1999 - March 2002
Skills
Fixed Income, Asset Allocation, Series 7, Securities, Bloomberg, Asset Management, Alternative Investments, Capital Markets, Financial Modeling, Investments, Fund Of Funds, Insurance, Contract Negotiation, Equities, Due Diligence, Investment Strategies, Financial Services, Risk Management, Business Development, Management, Series 63, Financial Analysis, Hedge Funds, Relationship Management, Portfolio Management, Wealth Management, Derivatives, Investment Advisory, Investment Management, Private Equity, Strategic Planning, Trading, Strategy, Vendor Management, New Business Development, Mutual Funds, Financial Markets, Valuation
Education
University of Delaware 1995 — 1999
BS, Business Administration
University of Delaware - Lerner College of Business and Economics 1995 — 1999
Bachelor of Science (B.S.), Business Administration
Benjamin Burrows Benjamin Burrows's Vanguard Experience July 2006 - February 2008
Job Relationship Manager at John Hancock
Industry Financial Services
Experience
John Hancock Financial Services December 2014 - Present
Voya Financial November 2011 - November 2014
Voya Financial February 2010 - November 2011
Voya Financial February 2008 - February 2010
Vanguard July 2006 - February 2008
Skills
Series 7, Series 63, Series 65, Licensed Life Insurance..., Qualified Retirement..., Retirement, 401k, Series 6, Mutual Funds, Financial Services, Life Insurance, IRAs
Education
UCLA 2001 — 2006
Bachelor of Science (B.S.), Mechanical Engineering
John Hancock Financial Services December 2014 - Present
Voya Financial November 2011 - November 2014
Voya Financial February 2010 - November 2011
Voya Financial February 2008 - February 2010
Vanguard July 2006 - February 2008
Skills
Series 7, Series 63, Series 65, Licensed Life Insurance..., Qualified Retirement..., Retirement, 401k, Series 6, Mutual Funds, Financial Services, Life Insurance, IRAs
Education
UCLA 2001 — 2006
Bachelor of Science (B.S.), Mechanical Engineering
Brianna Abby Brianna Abby's Vanguard Experience October 2013 - Present
Job High Net Worth Processing Associate at Vanguard
Industry Accounting
Experience
Vanguard October 2013 - Present
Randstad USA December 2012 - October 2013
ANB Bank March 2008 - September 2012
Five Guys Burgers and Fries July 2009 - December 2009
Stallions Penalty Box, Inc November 2006 - March 2008
Skills
Customer Service, Outlook, Credit, Accounting, Banking, Microsoft Office, Budgets, Microsoft Word, PowerPoint, Microsoft Excel, Sales, Leadership, Cash Management, Public Speaking, Financial Analysis, General Ledger, Management, Loans, Customer Satisfaction, Marketing, Team Building, Team Leadership, Training, Finance, Strategic Planning, Excel, Word, Budgeting, Series 6, Series 63
Education
University of Colorado at Colorado Springs 2008 — 2012
Bachelor of Science, Business; Accounting
Vanguard October 2013 - Present
Randstad USA December 2012 - October 2013
ANB Bank March 2008 - September 2012
Five Guys Burgers and Fries July 2009 - December 2009
Stallions Penalty Box, Inc November 2006 - March 2008
Skills
Customer Service, Outlook, Credit, Accounting, Banking, Microsoft Office, Budgets, Microsoft Word, PowerPoint, Microsoft Excel, Sales, Leadership, Cash Management, Public Speaking, Financial Analysis, General Ledger, Management, Loans, Customer Satisfaction, Marketing, Team Building, Team Leadership, Training, Finance, Strategic Planning, Excel, Word, Budgeting, Series 6, Series 63
Education
University of Colorado at Colorado Springs 2008 — 2012
Bachelor of Science, Business; Accounting
Rebecca (Denney) Bond Rebecca (Denney) Bond's Vanguard Experience October 2014 - Present
Job VADP at Vanguard
Industry Financial Services
Experience
Vanguard October 2014 - Present
Vanguard April 2013 - October 2014
Chartered Management Institute January 2013 - March 2013
E2B Group July 2011 - December 2012
E2B Group June 2010 - July 2011
Environment Media Group 2008 - 2010
Education
Cambridge University 2004 — 2007
B.A. (Hons)
Vanguard October 2014 - Present
Vanguard April 2013 - October 2014
Chartered Management Institute January 2013 - March 2013
E2B Group July 2011 - December 2012
E2B Group June 2010 - July 2011
Environment Media Group 2008 - 2010
Education
Cambridge University 2004 — 2007
B.A. (Hons)
Andrew Leibfreid Andrew Leibfreid's Vanguard Experience April 2014 - Present
Job Fixed Income Trader at Vanguard
Industry Financial Services
Experience
Vanguard April 2014 - Present
Vanguard May 2011 - April 2014
Vanguard August 2004 - May 2011
Vanguard August 2004 - May 2008
JPMorgan Chase November 1997 - August 2004
Delaware Investments, a member of the Macquarie Group July 1996 - November 1997
Skills
Fund Accounting, Fund Administration, Fixed Income, Mutual Funds, Middle Office, Financial Reporting, ETFs, Accounting, Private Equity, Financial Services, Asset Management, Bloomberg, Securities
Education
Villanova University 2001 — 2005
MBA, Finance
University of Delaware 1992 — 1996
BSBA, Finance
Vanguard April 2014 - Present
Vanguard May 2011 - April 2014
Vanguard August 2004 - May 2011
Vanguard August 2004 - May 2008
JPMorgan Chase November 1997 - August 2004
Delaware Investments, a member of the Macquarie Group July 1996 - November 1997
Skills
Fund Accounting, Fund Administration, Fixed Income, Mutual Funds, Middle Office, Financial Reporting, ETFs, Accounting, Private Equity, Financial Services, Asset Management, Bloomberg, Securities
Education
Villanova University 2001 — 2005
MBA, Finance
University of Delaware 1992 — 1996
BSBA, Finance
Allison Kerr Allison Kerr's Vanguard Experience 1989 - 1991
Job Practice Project Administrator at Bentley Systems
Industry Computer Software
Experience
Bentley Systems February 2006 - Present
Vanguard 1989 - 1991
Skills
MS Project, SharePoint, Document Management, Software Project..., Visio, Requirements Analysis, Process Improvement, Professional Services, Business Analysis
Education
University of Delaware
BSBA, Finance
Bentley Systems February 2006 - Present
Vanguard 1989 - 1991
Skills
MS Project, SharePoint, Document Management, Software Project..., Visio, Requirements Analysis, Process Improvement, Professional Services, Business Analysis
Education
University of Delaware
BSBA, Finance
Cory Moore Cory Moore's Vanguard Experience January 2012 - November 2013
Job Certified Financial Planner
Industry Financial Services
Experience
CBIZ June 2014 - January 2015
Vanguard January 2012 - November 2013
Vanguard January 2011 - December 2011
Vanguard July 2007 - December 2010
Skills
Asset Allocation, Retirement Planning, Investments, Mutual Funds, Capital Markets, Stock Market Analysis, Strategic Financial..., Financial Analysis, Investment Advisory, Investment Strategies, Equities
Education
University of Central Oklahoma 2002 — 2006
Bachelor of Business Administration (BBA), Finance, General
CBIZ June 2014 - January 2015
Vanguard January 2012 - November 2013
Vanguard January 2011 - December 2011
Vanguard July 2007 - December 2010
Skills
Asset Allocation, Retirement Planning, Investments, Mutual Funds, Capital Markets, Stock Market Analysis, Strategic Financial..., Financial Analysis, Investment Advisory, Investment Strategies, Equities
Education
University of Central Oklahoma 2002 — 2006
Bachelor of Business Administration (BBA), Finance, General
Kendra A. Lux Kendra A. Lux's Vanguard Experience June 2008 - Present
Job Senior High Net Worth Account Representative at Vanguard
Industry Financial Services
Experience
Vanguard June 2008 - Present
Barnes & Noble May 2006 - June 2008
Skills
Relationship Management, Consultative Selling..., Investment Management, Series 7, Series 63, Mutual Funds, Leadership, Customer Service, Investments, Retirement Planning, Financial Services, Management, Financial Analysis, Finance, Asset Allocation, Microsoft Office
Education
University of Colorado at Boulder 1998 — 2002
Bachelor of Arts (B.A.), Humanities/Humanistic Studies
Vanguard June 2008 - Present
Barnes & Noble May 2006 - June 2008
Skills
Relationship Management, Consultative Selling..., Investment Management, Series 7, Series 63, Mutual Funds, Leadership, Customer Service, Investments, Retirement Planning, Financial Services, Management, Financial Analysis, Finance, Asset Allocation, Microsoft Office
Education
University of Colorado at Boulder 1998 — 2002
Bachelor of Arts (B.A.), Humanities/Humanistic Studies
Brian Denney Brian Denney's Vanguard Experience May 2011 - Present
Job Senior Manager at Vanguard
Industry Financial Services
Experience
Vanguard May 2011 - Present
Vanguard September 2007 - May 2011
BNY Mellon (formerly PFPC, Inc) 2004 - 2007
Education
Villanova University 2006 — 2008
MST, Taxation
University of Cambridge 2002 — 2004
MBA, Finance
University of Delaware 1994 — 1998
BS Bus Admin, Finance, Economics
Vanguard May 2011 - Present
Vanguard September 2007 - May 2011
BNY Mellon (formerly PFPC, Inc) 2004 - 2007
Education
Villanova University 2006 — 2008
MST, Taxation
University of Cambridge 2002 — 2004
MBA, Finance
University of Delaware 1994 — 1998
BS Bus Admin, Finance, Economics
Lauren Kupiec Lauren Kupiec's Vanguard Experience May 2008 - August 2012
Job Marketing Manager at Crystal Marketing Solutions
Industry Marketing and Advertising
Experience
Crystal Marketing Solutions June 2015 - Present
Vanguard May 2008 - August 2012
The Philadelphia Inquirer and Daily News August 2006 - May 2008
Smith Barney August 2004 - August 2006
Bank of Tokyo-Mitsubishi UFJ July 2003 - August 2004
Skills
Project Management, Marketing Communications, Web Project Management, Financial Analysis, Department Budgeting, Team Leadership, 401k, Qualified Retirement..., Recruiting, Staffing Services, Retirement Planning, Sales, CRM, Mutual Funds, Financial Services, Strategic Planning, Leadership, Series 7, Program Management, Relationship Management, Investments, Management
Education
University of Delaware 1999 — 2003
Bachelor of Science (B.S.), Finance, General
Crystal Marketing Solutions June 2015 - Present
Vanguard May 2008 - August 2012
The Philadelphia Inquirer and Daily News August 2006 - May 2008
Smith Barney August 2004 - August 2006
Bank of Tokyo-Mitsubishi UFJ July 2003 - August 2004
Skills
Project Management, Marketing Communications, Web Project Management, Financial Analysis, Department Budgeting, Team Leadership, 401k, Qualified Retirement..., Recruiting, Staffing Services, Retirement Planning, Sales, CRM, Mutual Funds, Financial Services, Strategic Planning, Leadership, Series 7, Program Management, Relationship Management, Investments, Management
Education
University of Delaware 1999 — 2003
Bachelor of Science (B.S.), Finance, General
Chaun Lowe Chaun Lowe's Vanguard Experience July 2009 - June 2012
Job Medallia | Haas | MLT | CX | Business Design
Industry Management Consulting
Experience
Medallia October 2014 - Present
Eyefluence July 2014 - September 2014
Autodesk June 2013 - August 2013
Vanguard July 2009 - June 2012
Vanguard July 2008 - July 2009
Vanguard June 2007 - August 2007
Enterprise Rent-A-Car May 2006 - August 2006
Skills
Business Model Design, Competitive Analysis, Business Strategy, Data Analysis, Team Management, Leadership Development, Business Analysis, Cross-functional Team..., Strategic Planning, Management Consulting, Market Research, Program Management, Training
Education
University of California, Berkeley - Walter A. Haas School of Business 2012 — 2014
Master of Business Administration (MBA), Business Model Innovation Design Thinking Corporate Strategy
University of Pittsburgh 2004 — 2008
BSBA, Finance
Medallia October 2014 - Present
Eyefluence July 2014 - September 2014
Autodesk June 2013 - August 2013
Vanguard July 2009 - June 2012
Vanguard July 2008 - July 2009
Vanguard June 2007 - August 2007
Enterprise Rent-A-Car May 2006 - August 2006
Skills
Business Model Design, Competitive Analysis, Business Strategy, Data Analysis, Team Management, Leadership Development, Business Analysis, Cross-functional Team..., Strategic Planning, Management Consulting, Market Research, Program Management, Training
Education
University of California, Berkeley - Walter A. Haas School of Business 2012 — 2014
Master of Business Administration (MBA), Business Model Innovation Design Thinking Corporate Strategy
University of Pittsburgh 2004 — 2008
BSBA, Finance
Brian McGinley Brian McGinley's Vanguard Experience October 2011 - July 2012
Job Senior Software Engineer at Operative
Industry Computer Software
Experience
Operative July 2012 - Present
Vanguard October 2011 - July 2012
Raytheon Intelligence and Information Systems June 2008 - October 2011
Skills
Java, JavaScript, Ext JS, Spring, SQL, JSP, YUI, Dojo, HTML, CSS, DOM, AJAX, XML, Java Enterprise Edition, Hibernate, REST, Perl, Unix, Linux, Eclipse, Tortoise SVN, Firebug
Education
Millersville University of Pennsylvania 2006 — 2008
Bachelor of Science, Computer Science
University of Delaware 2004 — 2005
Operative July 2012 - Present
Vanguard October 2011 - July 2012
Raytheon Intelligence and Information Systems June 2008 - October 2011
Skills
Java, JavaScript, Ext JS, Spring, SQL, JSP, YUI, Dojo, HTML, CSS, DOM, AJAX, XML, Java Enterprise Edition, Hibernate, REST, Perl, Unix, Linux, Eclipse, Tortoise SVN, Firebug
Education
Millersville University of Pennsylvania 2006 — 2008
Bachelor of Science, Computer Science
University of Delaware 2004 — 2005
Ron Mintz, CFA's Vanguard Experience October 2002 - Present
Job Principal and Senior Credit Analyst at Vanguard
Industry Financial Services
Experience
Vanguard October 2002 - Present
Putnam Investments 1999 - 2001
Stone & Youngberg 1994 - 1999
Xerox 1983 - 1985
Education
New York University - Leonard N. Stern School of Business 1985 — 1987
MBA, Finance
UCLA 1977 — 1982
BA, Political Science
Université de Bordeaux III 1979 — 1980
Certificat, Sciences politiques, Langues étrangères
Vanguard October 2002 - Present
Putnam Investments 1999 - 2001
Stone & Youngberg 1994 - 1999
Xerox 1983 - 1985
Education
New York University - Leonard N. Stern School of Business 1985 — 1987
MBA, Finance
UCLA 1977 — 1982
BA, Political Science
Université de Bordeaux III 1979 — 1980
Certificat, Sciences politiques, Langues étrangères
Tony Troiano Tony Troiano's Vanguard Experience 2005 - 2007
Job OpEx Manager, Penske
Industry Logistics and Supply Chain
Experience
Penske October 2014 - Present
Mercury Plastics, Inc. February 2014 - October 2014
Whirlpool Corporation February 2012 - January 2014
Whirlpool Corporation December 2010 - February 2012
Prodesco February 2010 - November 2010
DVIRC July 2007 - November 2009
Vanguard 2005 - 2007
US Army 1986 - 2007
The Vanguard Group 2004 - 2006
Samsung Electronics 2003 - 2004
Skills
Process Optimization, Six Sigma, Lean Manufacturing, Value Stream Mapping, Continuous Improvement, Operational Excellence, DMAIC, Black Belt, SPC, FMEA, Kaizen, Manufacturing, Cross-functional Team..., Minitab, Process Improvement, Design of Experiments, Root Cause Analysis, ISO, Supply Chain, 5S, Quality System, Manufacturing..., Manufacturing..., Kanban, Quality Management, Supplier Quality, Product Development, Toyota Production System, TPM, Process Engineering, PPAP, SMED, TQM
Education
University of Dayton 1987 — 1991
Bachelors of Electrical Engineering, Electrical Engineering
Carey High 1983 — 1987
Diploma, College Prep
Penske October 2014 - Present
Mercury Plastics, Inc. February 2014 - October 2014
Whirlpool Corporation February 2012 - January 2014
Whirlpool Corporation December 2010 - February 2012
Prodesco February 2010 - November 2010
DVIRC July 2007 - November 2009
Vanguard 2005 - 2007
US Army 1986 - 2007
The Vanguard Group 2004 - 2006
Samsung Electronics 2003 - 2004
Skills
Process Optimization, Six Sigma, Lean Manufacturing, Value Stream Mapping, Continuous Improvement, Operational Excellence, DMAIC, Black Belt, SPC, FMEA, Kaizen, Manufacturing, Cross-functional Team..., Minitab, Process Improvement, Design of Experiments, Root Cause Analysis, ISO, Supply Chain, 5S, Quality System, Manufacturing..., Manufacturing..., Kanban, Quality Management, Supplier Quality, Product Development, Toyota Production System, TPM, Process Engineering, PPAP, SMED, TQM
Education
University of Dayton 1987 — 1991
Bachelors of Electrical Engineering, Electrical Engineering
Carey High 1983 — 1987
Diploma, College Prep
John Lent John Lent's Vanguard Experience 2006 - Present
Job Sales Executive at The Vanguard Group
Industry Financial Services
Experience
Vanguard 2006 - Present
Vanguard 1997 - 2006
Education
The University of Connecticut 1981 — 1985
Vanguard 2006 - Present
Vanguard 1997 - 2006
Education
The University of Connecticut 1981 — 1985
Frank J Gorman JD, PMI, ACMP's Vanguard Experience July 2015 - Present
Job Program Management and Transformation Executive, Actor, Speaker and Educator
Industry Information Technology and Services
Experience
Frank J Gorman January 1962 - Present
Vanguard July 2015 - Present
Frank J Gorman Consulting LLC August 2000 - Present
Altisource February 2015 - April 2015
Altisource May 2014 - February 2015
SunGard Availability Services 2013 - 2014
Pfizer 2012 - 2013
Exelon May 2011 - January 2012
GSI Commerce 2012 - 2012
The North Star (movie) 2012 - 2012
Skills
Data Migration, Construction, Historian, PMO, Program Management, Infrastructure, Mergers, PMP, Project Portfolio..., Business Process..., IT Strategy, MS Project, Project Management, Software Project..., Management, Project Planning, Start-ups, Business Process, Information Technology, Leadership, Risk Management, E-commerce, Resource Management, Mergers & Acquisitions, Consulting, Budgets, Governance, Data Center, Change Management, Management Consulting, SAP, Disaster Recovery, Software Development, Proposal Writing, IT Management, Integration, Cross-functional Team..., Outsourcing, SDLC, Vendor Management, Project Delivery, Process Improvement, Business Intelligence, Strategy, PMI, Microsoft Project
Education
Project Management Institute 2003 — 2004
Masters
University of Baltimore School of Law 1977 — 1980
Juris Doctor
Field Artillery Officer Candidate School 1970 — 1970
2nd Lieutenant
University of Maryland College Park 1965 — 1969
BA
DeMatha Catholic HS 1961 — 1965
Diploma
Frank J Gorman January 1962 - Present
Vanguard July 2015 - Present
Frank J Gorman Consulting LLC August 2000 - Present
Altisource February 2015 - April 2015
Altisource May 2014 - February 2015
SunGard Availability Services 2013 - 2014
Pfizer 2012 - 2013
Exelon May 2011 - January 2012
GSI Commerce 2012 - 2012
The North Star (movie) 2012 - 2012
Skills
Data Migration, Construction, Historian, PMO, Program Management, Infrastructure, Mergers, PMP, Project Portfolio..., Business Process..., IT Strategy, MS Project, Project Management, Software Project..., Management, Project Planning, Start-ups, Business Process, Information Technology, Leadership, Risk Management, E-commerce, Resource Management, Mergers & Acquisitions, Consulting, Budgets, Governance, Data Center, Change Management, Management Consulting, SAP, Disaster Recovery, Software Development, Proposal Writing, IT Management, Integration, Cross-functional Team..., Outsourcing, SDLC, Vendor Management, Project Delivery, Process Improvement, Business Intelligence, Strategy, PMI, Microsoft Project
Education
Project Management Institute 2003 — 2004
Masters
University of Baltimore School of Law 1977 — 1980
Juris Doctor
Field Artillery Officer Candidate School 1970 — 1970
2nd Lieutenant
University of Maryland College Park 1965 — 1969
BA
DeMatha Catholic HS 1961 — 1965
Diploma
Larry Lim's Vanguard Experience June 2013 - June 2014
Job Intranet Developer at AAA MidAtlantic
Industry Internet
Experience
AAA Mid-Atlantic January 2015 - Present
Self Employed June 2014 - Present
Vanguard June 2013 - June 2014
Freelance Consultant May 2008 - May 2013
Bank of America November 2012 - February 2013
Blue Cross Blue Shield of Delaware July 2012 - October 2012
Corexcel March 2012 - June 2012
State of Delaware - DHSS (Dept. Health & Social Serv.) January 2011 - March 2012
3712 Design Studios September 2011 - January 2012
jxyzzy.com June 2011 - October 2011
Skills
Flash, E-commerce, CSS, jQuery, Application Development, HTML, SQL, JavaScript, PHP, Databases, Windows, XML, SQL Server, Documentation, Programming, Unix, Web Development, MySQL, ASP.NET, Web Design, Access, Microsoft Office, Photoshop, Problem Solving, .NET, C++, Active Directory, Excel, Data Analysis, Testing, Software Documentation, Software Development, Microsoft SQL Server, Oracle, PL/SQL, IIS, Web Services, Systems Analysis, Database Design, Software Project..., System Administration, Business Development, Business Process..., Content Management, Team Management, Database Administration, Requirements Analysis, Visio, Analysis, SDLC
Education
USAF Weather Forecasting School 1995 — 1996
Certification, Meteorology
University of Cincinnati 1989 — 1994
Computer Programming
AAA Mid-Atlantic January 2015 - Present
Self Employed June 2014 - Present
Vanguard June 2013 - June 2014
Freelance Consultant May 2008 - May 2013
Bank of America November 2012 - February 2013
Blue Cross Blue Shield of Delaware July 2012 - October 2012
Corexcel March 2012 - June 2012
State of Delaware - DHSS (Dept. Health & Social Serv.) January 2011 - March 2012
3712 Design Studios September 2011 - January 2012
jxyzzy.com June 2011 - October 2011
Skills
Flash, E-commerce, CSS, jQuery, Application Development, HTML, SQL, JavaScript, PHP, Databases, Windows, XML, SQL Server, Documentation, Programming, Unix, Web Development, MySQL, ASP.NET, Web Design, Access, Microsoft Office, Photoshop, Problem Solving, .NET, C++, Active Directory, Excel, Data Analysis, Testing, Software Documentation, Software Development, Microsoft SQL Server, Oracle, PL/SQL, IIS, Web Services, Systems Analysis, Database Design, Software Project..., System Administration, Business Development, Business Process..., Content Management, Team Management, Database Administration, Requirements Analysis, Visio, Analysis, SDLC
Education
USAF Weather Forecasting School 1995 — 1996
Certification, Meteorology
University of Cincinnati 1989 — 1994
Computer Programming
Annette Annette Ives Annette Annette Ives's Vanguard Experience 2000 - 2001
Job Assistant Administrator at Chester County Conservation District
Industry Government Administration
Experience
Chester County Conservation District February 2007 - Present
Biffen Investment Services 2005 - 2007
Vanguard 2000 - 2001
Vanguard Corp January 1999 - January 2000
The Astra Group January 1992 - January 1997
Word Technology Systems January 1981 - January 1990
Skills
PeopleSoft, Human Resources, Administrative..., Training, Microsoft Excel, Administration, Policy, Data Entry, Customer Service, Nonprofits
Education
University of Delaware 1977 — 1981
Bachelors of Science, Business
Chester County Conservation District February 2007 - Present
Biffen Investment Services 2005 - 2007
Vanguard 2000 - 2001
Vanguard Corp January 1999 - January 2000
The Astra Group January 1992 - January 1997
Word Technology Systems January 1981 - January 1990
Skills
PeopleSoft, Human Resources, Administrative..., Training, Microsoft Excel, Administration, Policy, Data Entry, Customer Service, Nonprofits
Education
University of Delaware 1977 — 1981
Bachelors of Science, Business
Russell Trombley Russell Trombley's Vanguard Experience June 2015 - Present
Job CFP® Candidate
Industry Financial Services
Experience
Vanguard June 2015 - Present
Vanguard October 2013 - June 2015
Vanguard April 2013 - October 2013
LPL Financial at Arizona State Credit Union September 2011 - April 2013
First Investors Corporation June 2011 - August 2011
College Works Painting January 2011 - May 2011
Tucson Old Pueblo Credit Union July 2007 - August 2009
Tucson Old Pueblo Credit Union May 2005 - July 2007
Skills
Series 6, Series 63, Life Insurance, Marketing, Series 7
Education
University of Arizona, Eller College of Management 2009 — 2011
BS, Busniess- Management
Vanguard June 2015 - Present
Vanguard October 2013 - June 2015
Vanguard April 2013 - October 2013
LPL Financial at Arizona State Credit Union September 2011 - April 2013
First Investors Corporation June 2011 - August 2011
College Works Painting January 2011 - May 2011
Tucson Old Pueblo Credit Union July 2007 - August 2009
Tucson Old Pueblo Credit Union May 2005 - July 2007
Skills
Series 6, Series 63, Life Insurance, Marketing, Series 7
Education
University of Arizona, Eller College of Management 2009 — 2011
BS, Busniess- Management
Christian Bloch's Vanguard Experience July 2013 - Present
Job The Vanguard Group
Industry Investment Management
Experience
Vanguard July 2013 - Present
G-Trade Services LLC - International Equity Brokerage Firm June 2005 - June 2013
The Bank of New York Mellon, BNY, Investment Management Services June 2003 - July 2005
Merrill Lynch January 2001 - January 2002
AT&T Wireless January 2000 - January 2001
SunTrust Bank January 1999 - January 2000
Radisson Inn Hotel February 1997 - March 1998
Skills
Financial Markets, Equities, Securities, Mutual Funds, Trading Systems, Financial Analysis, Excel, Equity Trading, Customer Relations, PowerPoint, Word, Fixed Income, Asset Management, Microsoft Office, Derivatives, Investments, FX, Portfolio Management, Risk Management, Outlook, Accounting, Problem Solving, Customer Service, Strategic Planning, Team Building, Banking, Bloomberg, Alternative Investments, Financial Planning, Budgeting, Reconciliation, Account Management, Business Planning, Negotiation, Trading, Financial Reporting, Series 7, Series 63, FINRA, Finance, Corporate Finance, Options, Electronic Trading, Prime Brokerage, Bloomberg Terminal
Education
University of Central Florida 1999 — 2005
MBA - Masters in Business Administration (Finance), International Finance; Marketing; Criminal Justice
University of Central Florida
Bachelor of Science, Business Administration; International Finance; Business
Vanguard July 2013 - Present
G-Trade Services LLC - International Equity Brokerage Firm June 2005 - June 2013
The Bank of New York Mellon, BNY, Investment Management Services June 2003 - July 2005
Merrill Lynch January 2001 - January 2002
AT&T Wireless January 2000 - January 2001
SunTrust Bank January 1999 - January 2000
Radisson Inn Hotel February 1997 - March 1998
Skills
Financial Markets, Equities, Securities, Mutual Funds, Trading Systems, Financial Analysis, Excel, Equity Trading, Customer Relations, PowerPoint, Word, Fixed Income, Asset Management, Microsoft Office, Derivatives, Investments, FX, Portfolio Management, Risk Management, Outlook, Accounting, Problem Solving, Customer Service, Strategic Planning, Team Building, Banking, Bloomberg, Alternative Investments, Financial Planning, Budgeting, Reconciliation, Account Management, Business Planning, Negotiation, Trading, Financial Reporting, Series 7, Series 63, FINRA, Finance, Corporate Finance, Options, Electronic Trading, Prime Brokerage, Bloomberg Terminal
Education
University of Central Florida 1999 — 2005
MBA - Masters in Business Administration (Finance), International Finance; Marketing; Criminal Justice
University of Central Florida
Bachelor of Science, Business Administration; International Finance; Business
Caity Smith's Vanguard Experience May 2014 - August 2014
Job Account Project Coordinator at ab+c Creative Intelligence
Industry Higher Education
Experience
ab+c Creative Intelligence September 2015 - Present
ab+c Creative Intelligence June 2015 - September 2015
UDance at the University of Delaware April 2014 - May 2015
Vanguard May 2014 - August 2014
University of Delaware Alumni Relations February 2012 - August 2014
University of Delaware January 2013 - April 2014
UDance at the University of Delaware April 2013 - March 2014
Randstad Finance & Accounting May 2013 - February 2014
Skills
Customer Service, Leadership, Microsoft Office, PowerPoint, Microsoft Word, Facebook, Public Speaking, Recruiting, Advertising, Social Networking, Research, Microsoft Excel, Fundraising, Teamwork, Community Outreach, Marketing, Social Media, Time Management
Education
University of Delaware 2011 — 2015
Bachelor of Arts (B.A.), Mass Communications, Advertising
Bayard Rustin High School
ab+c Creative Intelligence September 2015 - Present
ab+c Creative Intelligence June 2015 - September 2015
UDance at the University of Delaware April 2014 - May 2015
Vanguard May 2014 - August 2014
University of Delaware Alumni Relations February 2012 - August 2014
University of Delaware January 2013 - April 2014
UDance at the University of Delaware April 2013 - March 2014
Randstad Finance & Accounting May 2013 - February 2014
Skills
Customer Service, Leadership, Microsoft Office, PowerPoint, Microsoft Word, Facebook, Public Speaking, Recruiting, Advertising, Social Networking, Research, Microsoft Excel, Fundraising, Teamwork, Community Outreach, Marketing, Social Media, Time Management
Education
University of Delaware 2011 — 2015
Bachelor of Arts (B.A.), Mass Communications, Advertising
Bayard Rustin High School
Darren Pulito Darren Pulito's Vanguard Experience 1999 - 2000
Job CoCEO, CoFounder at Vineloop dba Trustlines, Angel Investor
Industry Venture Capital & Private Equity
Experience
Vineloop (dba Trustlines) December 2010 - Present
Next Generation, Next Generation Lending LLC 2003 - Present
CollegeFanz Sports Network 2008 - December 2010
Julien J. Studley 2000 - 2002
Vanguard 1999 - 2000
Skills
Venture Capital, Entrepreneurship, Business Development, Operations Management, Fundraising, Investments, Management, Public Relations, Private Equity, Business Strategy, Real Estate, Start-ups, Marketing Strategy, Mergers & Acquisitions, Strategic Planning, Angel Investing, Corporate Development, Social Media, Strategic Partnerships, Strategy, Executive Management
Education
University of Delaware 1995 — 1999
Vineloop (dba Trustlines) December 2010 - Present
Next Generation, Next Generation Lending LLC 2003 - Present
CollegeFanz Sports Network 2008 - December 2010
Julien J. Studley 2000 - 2002
Vanguard 1999 - 2000
Skills
Venture Capital, Entrepreneurship, Business Development, Operations Management, Fundraising, Investments, Management, Public Relations, Private Equity, Business Strategy, Real Estate, Start-ups, Marketing Strategy, Mergers & Acquisitions, Strategic Planning, Angel Investing, Corporate Development, Social Media, Strategic Partnerships, Strategy, Executive Management
Education
University of Delaware 1995 — 1999
Dustin Vile's Vanguard Experience February 2014 - Present
Job iShares Investment Management Associate at BlackRock
Industry Financial Services
Experience
BlackRock May 2015 - Present
Vanguard February 2014 - Present
Vanguard July 2013 - February 2014
Beesley's Point Sea Doo June 2008 - August 2012
Eldora Mountain Resort November 2010 - April 2012
Philadelphia Flyers March 2009 - June 2009
Skills
ThomsonOne, Bloomberg Terminal, PowerPoint, Microsoft Office, Microsoft Excel, Social Networking, Teamwork, Research, Public Speaking, Leadership, Marketing, Microsoft Word, Social Media, Customer Service, Team Leadership, Financial Analysis, Market Research, Series 7, Series 63
Education
University of Colorado at Boulder 2009 — 2013
Bachelor of Arts (B.A.), Economics
The Pennington School 2005 — 2009
GED
BlackRock May 2015 - Present
Vanguard February 2014 - Present
Vanguard July 2013 - February 2014
Beesley's Point Sea Doo June 2008 - August 2012
Eldora Mountain Resort November 2010 - April 2012
Philadelphia Flyers March 2009 - June 2009
Skills
ThomsonOne, Bloomberg Terminal, PowerPoint, Microsoft Office, Microsoft Excel, Social Networking, Teamwork, Research, Public Speaking, Leadership, Marketing, Microsoft Word, Social Media, Customer Service, Team Leadership, Financial Analysis, Market Research, Series 7, Series 63
Education
University of Colorado at Boulder 2009 — 2013
Bachelor of Arts (B.A.), Economics
The Pennington School 2005 — 2009
GED
Kim Stockton Kim Stockton's Vanguard Experience September 2001 - Present
Job Investment Research Analyst at Vanguard
Industry Financial Services
Experience
Vanguard September 2001 - Present
Vanguard February 1995 - August 2001
Peter Imlay Associates January 1994 - January 1995
Education
Villanova University
MBA, finance
University of California, Berkeley
BA, Economics
Vanguard September 2001 - Present
Vanguard February 1995 - August 2001
Peter Imlay Associates January 1994 - January 1995
Education
Villanova University
MBA, finance
University of California, Berkeley
BA, Economics
Carl Riggins's Vanguard Experience June 2015 - Present
Job Processing Associate at Vanguard
Industry Financial Services
Experience
Vanguard June 2015 - Present
FivePoint Communities June 2014 - August 2014
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Public Speaking, Microsoft Word, Social Media, Leadership, Research, Customer Service, Social Networking, Social Media Marketing
Education
University of Colorado Boulder 2011 — 2015
Bachelor's degree, Finance, General
University of Economics, Prague 2014 — 2014
Bachelor's degree, International Business
Vanguard June 2015 - Present
FivePoint Communities June 2014 - August 2014
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Public Speaking, Microsoft Word, Social Media, Leadership, Research, Customer Service, Social Networking, Social Media Marketing
Education
University of Colorado Boulder 2011 — 2015
Bachelor's degree, Finance, General
University of Economics, Prague 2014 — 2014
Bachelor's degree, International Business
Maureen Walters's Vanguard Experience 1990 - 1991
Job Project Management Professional
Industry Pharmaceuticals
Experience
iMEDGlobal Corporation 2014 - Present
Merck 2000 - 2014
Aetna 1991 - 2000
Vanguard 1990 - 1991
CSC 1988 - 1990
Skills
Business Intelligence, Data Warehousing, OBIEE, Vendor Management, Cognos, Project Management, Analytics, Quality Center, Business Analysis, Microstrategy, Cross-functional Team..., Master Data Management, Business Process..., SDLC, Pharmaceutical Industry, Requirements Analysis, Requirements Gathering, PMP, Project Portfolio..., Data Modeling
Education
University of Delaware
BA, Computer Science
iMEDGlobal Corporation 2014 - Present
Merck 2000 - 2014
Aetna 1991 - 2000
Vanguard 1990 - 1991
CSC 1988 - 1990
Skills
Business Intelligence, Data Warehousing, OBIEE, Vendor Management, Cognos, Project Management, Analytics, Quality Center, Business Analysis, Microstrategy, Cross-functional Team..., Master Data Management, Business Process..., SDLC, Pharmaceutical Industry, Requirements Analysis, Requirements Gathering, PMP, Project Portfolio..., Data Modeling
Education
University of Delaware
BA, Computer Science
Dimitri Pan Jr's Vanguard Experience October 2014 - Present
Job Brokerage Associate, Candidate for CFP® certification
Industry Financial Services
Experience
Vanguard October 2014 - Present
Vanguard February 2014 - October 2014
Total Quality Logistics May 2012 - October 2013
Delta Gamma Chapter of Tau Kappa Epsilon Fraternity August 2010 - May 2011
Education
The University of Connecticut 2007 — 2011
Bachelor of Science
Vanguard October 2014 - Present
Vanguard February 2014 - October 2014
Total Quality Logistics May 2012 - October 2013
Delta Gamma Chapter of Tau Kappa Epsilon Fraternity August 2010 - May 2011
Education
The University of Connecticut 2007 — 2011
Bachelor of Science
Steven Armbruster Steven Armbruster's Vanguard Experience July 2014 - Present
Job High Net Worth Inheritance Consultant at Vanguard
Industry Financial Services
Experience
Vanguard July 2014 - Present
Public Media Co. July 2013 - July 2014
Colorado Rockies Baseball Club May 2010 - September 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Data Analysis, Customer Service, Social Media, Interpersonal Skill, Social Networking, Time Management, Public Speaking, Event Planning, Leadership, Marketing, Series 7, Series 63, Research, Consulting, Finance, Financial Analysis, Teamwork, CFA Level 1 Candidate, Analysis, Financial Modeling
Education
University of Colorado at Boulder 2010 — 2014
Bachelor of Science (B.S.), Accounting and Finance
Faith Christian High School 2006 — 2010
Diploma
Vanguard July 2014 - Present
Public Media Co. July 2013 - July 2014
Colorado Rockies Baseball Club May 2010 - September 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Data Analysis, Customer Service, Social Media, Interpersonal Skill, Social Networking, Time Management, Public Speaking, Event Planning, Leadership, Marketing, Series 7, Series 63, Research, Consulting, Finance, Financial Analysis, Teamwork, CFA Level 1 Candidate, Analysis, Financial Modeling
Education
University of Colorado at Boulder 2010 — 2014
Bachelor of Science (B.S.), Accounting and Finance
Faith Christian High School 2006 — 2010
Diploma
Travis Lovrien Travis Lovrien's Vanguard Experience October 2014 - Present
Job Financial Advisor Supervisor at Vanguard
Industry Financial Services
Experience
Vanguard October 2014 - Present
Vanguard January 2013 - October 2014
Amazon May 2012 - August 2012
Raytheon May 2011 - May 2012
Passion Church July 2009 - May 2012
Skills
Public Speaking, Management, Leadership Development, Non-profits, Teaching, Investments, Economics, Project Management, Coaching, Training, Nonprofits, Editing, Team Building
Education
University of Arizona, Eller College of Management 2009 — 2012
Bachelor of Science in Business Administration, Business Economics, Finance, 3.7
Vanguard October 2014 - Present
Vanguard January 2013 - October 2014
Amazon May 2012 - August 2012
Raytheon May 2011 - May 2012
Passion Church July 2009 - May 2012
Skills
Public Speaking, Management, Leadership Development, Non-profits, Teaching, Investments, Economics, Project Management, Coaching, Training, Nonprofits, Editing, Team Building
Education
University of Arizona, Eller College of Management 2009 — 2012
Bachelor of Science in Business Administration, Business Economics, Finance, 3.7
Benjamin Raymond's Vanguard Experience July 2013 - Present
Job Investment Professional at Vanguard
Industry Financial Services
Experience
Vanguard July 2013 - Present
Switch September 2012 - May 2013
Student Athlete Advisory Council September 2011 - May 2013
University of Delaware Varsity Soccer Team September 2009 - May 2013
Liberty Mutual Insurance June 2012 - August 2012
Education
University of Delaware 2009 — 2013
Bachelor of Science, Economics
Vanguard July 2013 - Present
Switch September 2012 - May 2013
Student Athlete Advisory Council September 2011 - May 2013
University of Delaware Varsity Soccer Team September 2009 - May 2013
Liberty Mutual Insurance June 2012 - August 2012
Education
University of Delaware 2009 — 2013
Bachelor of Science, Economics
Monica Prince's Vanguard Experience April 2013 - Present
Job Brokerage Associate at The Vanguard Group
Industry Investment Management
Experience
Vanguard April 2013 - Present
Phoenix Suns August 2012 - February 2013
The Walt Disney Company 2007 - 2011
Walt Disney World 2004 - 2007
Skills
Sponsorship Management, Sponsorship Development, New Business Development, Proposal Writing, Contract Negotiation, Event Marketing, Customer Service, Sales Presentations, Strategic Partnerships, Sponsorship, Event Planning, Social Media Marketing, Account Management, Business Development, Sports, Event Management, Marketing, Fundraising, Sports Marketing, Social Media, Marketing Strategy, Media Relations, Leadership, Marketing Communications, Sales, Public Relations, Management
Education
University of Florida - Warrington College Of Business 2008 — 2010
Master of Business Administration (M.B.A.)
University of Tennessee-Knoxville 1999 — 2004
Bachelor of Science
University of Canberra 2002 — 2002
Study Abroad
Vanguard April 2013 - Present
Phoenix Suns August 2012 - February 2013
The Walt Disney Company 2007 - 2011
Walt Disney World 2004 - 2007
Skills
Sponsorship Management, Sponsorship Development, New Business Development, Proposal Writing, Contract Negotiation, Event Marketing, Customer Service, Sales Presentations, Strategic Partnerships, Sponsorship, Event Planning, Social Media Marketing, Account Management, Business Development, Sports, Event Management, Marketing, Fundraising, Sports Marketing, Social Media, Marketing Strategy, Media Relations, Leadership, Marketing Communications, Sales, Public Relations, Management
Education
University of Florida - Warrington College Of Business 2008 — 2010
Master of Business Administration (M.B.A.)
University of Tennessee-Knoxville 1999 — 2004
Bachelor of Science
University of Canberra 2002 — 2002
Study Abroad
Adrian Melck's Vanguard Experience December 1999 - Present
Job Info Systems Engineer at Vanguard
Industry Information Technology and Services
Experience
The Vanguard Group 2000 - Present
Vanguard December 1999 - Present
RCG Global Services October 1994 - December 1999
Southern Life July 1988 - September 1994
Skills
Agile Methodologies, SDLC, JCL, SQL, Agile Project Management, Data Modeling, Scrum, Visio, Software Project..., Disaster Recovery, Enterprise Architecture, IT Strategy, Database Design, IT Management
Education
University of Cape Town 1984 — 1985
The Vanguard Group 2000 - Present
Vanguard December 1999 - Present
RCG Global Services October 1994 - December 1999
Southern Life July 1988 - September 1994
Skills
Agile Methodologies, SDLC, JCL, SQL, Agile Project Management, Data Modeling, Scrum, Visio, Software Project..., Disaster Recovery, Enterprise Architecture, IT Strategy, Database Design, IT Management
Education
University of Cape Town 1984 — 1985
Angela Colter's Vanguard Experience March 2010 - July 2010
Job Principal of Design Research at Electronic Ink
Industry Internet
Experience
Electronic Ink August 2010 - Present
Vanguard March 2010 - July 2010
Empathy Lab January 2010 - February 2010
Comcast Interactive Media July 2009 - December 2009
GSI Commerce January 2009 - March 2009
UserWorks June 2004 - December 2008
University of Baltimore November 2003 - June 2004
University of Baltimore January 2001 - November 2003
Goucher College May 1997 - January 2001
Education
University of Baltimore 1995 — 1998
M.A., Publications Design
University of North Carolina School of the Arts 1988 — 1991
BFA, Design & Production
Electronic Ink August 2010 - Present
Vanguard March 2010 - July 2010
Empathy Lab January 2010 - February 2010
Comcast Interactive Media July 2009 - December 2009
GSI Commerce January 2009 - March 2009
UserWorks June 2004 - December 2008
University of Baltimore November 2003 - June 2004
University of Baltimore January 2001 - November 2003
Goucher College May 1997 - January 2001
Education
University of Baltimore 1995 — 1998
M.A., Publications Design
University of North Carolina School of the Arts 1988 — 1991
BFA, Design & Production
Jeff Feagans's Vanguard Experience September 2011 - Present
Job Client Relationhip Specialist at Vanguard
Industry Financial Services
Experience
Vanguard September 2011 - Present
Vanguard March 2008 - September 2011
Vanguard November 2004 - March 2008
Skills
Relationship Management, Client Relations Skills, Investments, Mutual Funds, Equities, Securities, Equity Trading, Fixed Income, Asset Allocation, Financial Services, Customer Satisfaction, IRAs, Series 7, Series 63, Retirement Planning, Client Services, Problem Solving, Bloomberg
Education
University of Colorado at Boulder - Leeds School of Business 1995 — 1997
Bachelor of Science, Business Administration, Finance emphasis
Vanguard September 2011 - Present
Vanguard March 2008 - September 2011
Vanguard November 2004 - March 2008
Skills
Relationship Management, Client Relations Skills, Investments, Mutual Funds, Equities, Securities, Equity Trading, Fixed Income, Asset Allocation, Financial Services, Customer Satisfaction, IRAs, Series 7, Series 63, Retirement Planning, Client Services, Problem Solving, Bloomberg
Education
University of Colorado at Boulder - Leeds School of Business 1995 — 1997
Bachelor of Science, Business Administration, Finance emphasis
Susan Thompson's Vanguard Experience 2004 - 2007
Job Senior Advisor to BlackRock
Industry Financial Services
Experience
BlackRock March 2015 - Present
BlackRock April 2007 - March 2015
Vanguard 2004 - 2007
The Vanguard Group 1999 - 2007
Skills
ETFs, Mutual Funds, Alternative Investments, Asset Management, Equities, Series 7, Fixed Income, Asset Allocation, Hedge Funds, Investments, Portfolio Management, Series 63
Education
University of California, Davis - School of Law 1993 — 1996
University of Washington 1985 — 1987
Bachelor's degree, Accounting
BlackRock March 2015 - Present
BlackRock April 2007 - March 2015
Vanguard 2004 - 2007
The Vanguard Group 1999 - 2007
Skills
ETFs, Mutual Funds, Alternative Investments, Asset Management, Equities, Series 7, Fixed Income, Asset Allocation, Hedge Funds, Investments, Portfolio Management, Series 63
Education
University of California, Davis - School of Law 1993 — 1996
University of Washington 1985 — 1987
Bachelor's degree, Accounting
Michael Leighs's Vanguard Experience November 1998 - June 2000
Job Public Affairs
Industry Public Policy
Experience
Gonring Spahn & Associates June 2014 - July 2015
Los Angeles County Department of Public Health April 2009 - June 2014
LA Health Action June 2006 - April 2009
UCLA October 2005 - June 2007
Kerry Edwards Campaign October 2003 - November 2004
United States Senate August 2000 - July 2002
Vanguard November 1998 - June 2000
Skills
Grant Writing, Policy Analysis, Program Development, Program Evaluation, Public Policy, Policy, Fundraising, Grants, Community Organizing
Education
University of California, Los Angeles 2005 — 2007
Master’s Degree, Public Policy Analysis
University of North Carolina at Chapel Hill
BS, Business Administration
Gonring Spahn & Associates June 2014 - July 2015
Los Angeles County Department of Public Health April 2009 - June 2014
LA Health Action June 2006 - April 2009
UCLA October 2005 - June 2007
Kerry Edwards Campaign October 2003 - November 2004
United States Senate August 2000 - July 2002
Vanguard November 1998 - June 2000
Skills
Grant Writing, Policy Analysis, Program Development, Program Evaluation, Public Policy, Policy, Fundraising, Grants, Community Organizing
Education
University of California, Los Angeles 2005 — 2007
Master’s Degree, Public Policy Analysis
University of North Carolina at Chapel Hill
BS, Business Administration
Randy J. Lee, CFA's Vanguard Experience February 2014 - Present
Job General Manager, Individual Investor Division at Vanguard
Industry Investment Management
Experience
Vanguard February 2014 - Present
Vanguard July 2011 - February 2014
Vanguard Investments UK June 2009 - July 2011
Vanguard May 2006 - June 2009
Vanguard July 2004 - May 2006
Desert Whale Jojoba Co., Inc. September 1999 - July 2003
Skills
Investments, Business Strategy, Portfolio Management, Fixed Income, Mutual Funds, Asset Management, Financial Modeling, Asset Allocation, Finance, Relationship Management, Financial Analysis, Financial Services, Equities, Leadership, Valuation
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (M.B.A.), Graduated with honors - Magna Cum Laude
University of Oxford - Said Business School 2010 — 2010
Oxford Private Equity Programme
University of Arizona, Eller College of Management 2001 — 2004
B.S.B.A., Entrepreneurship, Finance
Vanguard February 2014 - Present
Vanguard July 2011 - February 2014
Vanguard Investments UK June 2009 - July 2011
Vanguard May 2006 - June 2009
Vanguard July 2004 - May 2006
Desert Whale Jojoba Co., Inc. September 1999 - July 2003
Skills
Investments, Business Strategy, Portfolio Management, Fixed Income, Mutual Funds, Asset Management, Financial Modeling, Asset Allocation, Finance, Relationship Management, Financial Analysis, Financial Services, Equities, Leadership, Valuation
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (M.B.A.), Graduated with honors - Magna Cum Laude
University of Oxford - Said Business School 2010 — 2010
Oxford Private Equity Programme
University of Arizona, Eller College of Management 2001 — 2004
B.S.B.A., Entrepreneurship, Finance
Christopher Klaber, MBA, CIMA's Vanguard Experience July 1999 - October 2003
Job Director of BankTrust Sales at Reich & Tang
Industry Financial Services
Experience
Reich & Tang August 2014 - Present
BlackRock October 2006 - July 2014
BlackRock 2003 - 2006
Vanguard July 1999 - October 2003
Skills
Series 7, Alternative Investments, Investment Strategies, Asset Management, Asset Allocation, Securities, ETFs, Investments, Client Service, Series 63, Customer Relations, Consultative Selling, Risk Management, New Business Development, Financial Services, Series 6, Mutual Funds, Selling, Fixed Income, Hedge Funds, Investment Management, Separately Managed..., Equities, Investment Advisory, Uniform Combined State..., Wealth Management, Series 65, Bloomberg, Portfolio Management, Financial Advisory, 401k, FINRA, Relationship Management, Bonds, Wealth Management..., Retirement
Education
Pennsylvania State University
MBA, Finance
University of Cincinnati College of Business
BBA, Marketing / Real Estate Finance
University of Pennsylvania - The Wharton School
CIMA, Executive Education
Reich & Tang August 2014 - Present
BlackRock October 2006 - July 2014
BlackRock 2003 - 2006
Vanguard July 1999 - October 2003
Skills
Series 7, Alternative Investments, Investment Strategies, Asset Management, Asset Allocation, Securities, ETFs, Investments, Client Service, Series 63, Customer Relations, Consultative Selling, Risk Management, New Business Development, Financial Services, Series 6, Mutual Funds, Selling, Fixed Income, Hedge Funds, Investment Management, Separately Managed..., Equities, Investment Advisory, Uniform Combined State..., Wealth Management, Series 65, Bloomberg, Portfolio Management, Financial Advisory, 401k, FINRA, Relationship Management, Bonds, Wealth Management..., Retirement
Education
Pennsylvania State University
MBA, Finance
University of Cincinnati College of Business
BBA, Marketing / Real Estate Finance
University of Pennsylvania - The Wharton School
CIMA, Executive Education
Bob Bowdry's Vanguard Experience 2003 - 2006
Job Sr. Staffing Consulant at ICMARC
Industry Financial Services
Experience
ICMARC H R ManagerICMARC2003 - 2007
Vanguard 2003 - 2006
T Rowe Price 2000 - 2005
Education
University of Arkansas at Pine Bluff 1965 — 1969
ICMARC H R ManagerICMARC2003 - 2007
Vanguard 2003 - 2006
T Rowe Price 2000 - 2005
Education
University of Arkansas at Pine Bluff 1965 — 1969
Brian Crump's Vanguard Experience August 2009 - Present
Job Investment Associate at Vanguard
Industry Financial Services
Experience
Vanguard August 2009 - Present
Vanguard 2006 - 2009
Vanguard 2000 - 2006
Education
University of Delaware 1990 — 1994
University of Delaware - Lerner College of Business and Economics 1990 — 1994
Great Valley High School 1987 — 1990
Vanguard August 2009 - Present
Vanguard 2006 - 2009
Vanguard 2000 - 2006
Education
University of Delaware 1990 — 1994
University of Delaware - Lerner College of Business and Economics 1990 — 1994
Great Valley High School 1987 — 1990
Amanda Salvatore's Vanguard Experience 2012 - Present
Job Financial Operations Supervisor at Vanguard
Industry Financial Services
Experience
Vanguard 2012 - Present
Vanguard 2003 - 2009
Vanguard 2005 - 2007
Vanguard 2001 - 2003
Skills
Leadership, Leadership Development, People Development, Career Development..., Professional Mentoring, Presentation Skills, Training, Employee Training, Mutual Funds, Financial Analysis, Business Analysis, Project Management, Business Relationship...
Education
University of Delaware 1997 — 2001
BS, Finance
University of Delaware - Lerner College of Business and Economics 1997 — 2001
Bachelor of Science (B.S.), Finance, General
Mercy High School - Baltimore, MD 1993 — 1997
College Prep, College Preparatory
Vanguard 2012 - Present
Vanguard 2003 - 2009
Vanguard 2005 - 2007
Vanguard 2001 - 2003
Skills
Leadership, Leadership Development, People Development, Career Development..., Professional Mentoring, Presentation Skills, Training, Employee Training, Mutual Funds, Financial Analysis, Business Analysis, Project Management, Business Relationship...
Education
University of Delaware 1997 — 2001
BS, Finance
University of Delaware - Lerner College of Business and Economics 1997 — 2001
Bachelor of Science (B.S.), Finance, General
Mercy High School - Baltimore, MD 1993 — 1997
College Prep, College Preparatory
Chandana Das's Vanguard Experience October 2007 - December 2008
Job Lead Quality Engineer
Industry Information Technology and Services
Experience
Capital One / ING Direct December 2011 - Present
GMAC ResCap September 2009 - November 2011
Fiserv Lending Solutions April 2008 - July 2009
Vanguard October 2007 - December 2008
AllianzLife February 2007 - March 2008
FIS - Fidelity Information Services 2003 - September 2005
Sanchez Computer Associates 2001 - 2003
Shared Medical Systems 1997 - 2001
Smith Kline Beecham Pharmaceuticals 1996 - 1997
Education
Computer Learning Centers Inc., Philadelphia 1996 — 1997
Diploma in Computer Programming, Computer Science, 4.0 GPA
University of Calcutta
MS in Political Science, Post Graduate
Capital One / ING Direct December 2011 - Present
GMAC ResCap September 2009 - November 2011
Fiserv Lending Solutions April 2008 - July 2009
Vanguard October 2007 - December 2008
AllianzLife February 2007 - March 2008
FIS - Fidelity Information Services 2003 - September 2005
Sanchez Computer Associates 2001 - 2003
Shared Medical Systems 1997 - 2001
Smith Kline Beecham Pharmaceuticals 1996 - 1997
Education
Computer Learning Centers Inc., Philadelphia 1996 — 1997
Diploma in Computer Programming, Computer Science, 4.0 GPA
University of Calcutta
MS in Political Science, Post Graduate
Dave Daurizio's Vanguard Experience January 1999 - June 2003
Job Director Of Operations at TMS of PA
Industry Financial Services
Experience
TMS of PA July 2012 - Present
IMS of PA Inc June 2003 - July 2012
IMS of PA Inc June 2003 - June 2005
Vanguard January 1999 - June 2003
Skills
B2B, Business Analysis, Business Development, Business Intelligence, Competitive Analysis, Customer Service, Debit Cards, Investments, Merchant Services, Payment Card Processing, Account Management, Credit Cards, Microsoft Office, Mutual Funds, New Business Development, Payments, Public Speaking, Risk Management, Securities, Training, Accounts Payable, Salesforce.com, Strategic Planning, Retail, SDLC, Sales, Banking, Leadership, Management, Sales Management
Education
University of Delaware 1993 — 1997
BSBA, Finance
TMS of PA July 2012 - Present
IMS of PA Inc June 2003 - July 2012
IMS of PA Inc June 2003 - June 2005
Vanguard January 1999 - June 2003
Skills
B2B, Business Analysis, Business Development, Business Intelligence, Competitive Analysis, Customer Service, Debit Cards, Investments, Merchant Services, Payment Card Processing, Account Management, Credit Cards, Microsoft Office, Mutual Funds, New Business Development, Payments, Public Speaking, Risk Management, Securities, Training, Accounts Payable, Salesforce.com, Strategic Planning, Retail, SDLC, Sales, Banking, Leadership, Management, Sales Management
Education
University of Delaware 1993 — 1997
BSBA, Finance
Dulce Davis's Vanguard Experience April 2014 - Present
Job Sales Manager Financial Advisor Services at Vanguard
Industry Financial Services
Experience
Vanguard April 2014 - Present
Vanguard October 2012 - Present
Astra Zeneca August 2004 - March 2012
AstraZeneca February 2002 - August 2004
ViaWest August 2000 - October 2001
OPSEC/Bard & Company December 1996 - August 2000
Skills
Pharmaceutical Sales, Strong Business Acumen, Financial Reporting, Promotions, Problem Solving, Process Improvement, Budget Management, Analytics, Microsoft Office, Program Management, Event Planning, Team Leadership, Marketing, Selling, Budgets, Leadership, Pharmaceutical Industry, Management, Sales Operations, Strategic Planning, Sales
Education
University of Colorado at Boulder - Leeds School of Business 1998 — 2002
Bachelor of Science (B.S.), Accounting
Vanguard April 2014 - Present
Vanguard October 2012 - Present
Astra Zeneca August 2004 - March 2012
AstraZeneca February 2002 - August 2004
ViaWest August 2000 - October 2001
OPSEC/Bard & Company December 1996 - August 2000
Skills
Pharmaceutical Sales, Strong Business Acumen, Financial Reporting, Promotions, Problem Solving, Process Improvement, Budget Management, Analytics, Microsoft Office, Program Management, Event Planning, Team Leadership, Marketing, Selling, Budgets, Leadership, Pharmaceutical Industry, Management, Sales Operations, Strategic Planning, Sales
Education
University of Colorado at Boulder - Leeds School of Business 1998 — 2002
Bachelor of Science (B.S.), Accounting
Chris Milano's Vanguard Experience 2011 - Present
Job Beneficiary Administrator at The Vanguard Group
Industry Financial Services
Experience
Vanguard 2011 - Present
The Vanguard Group February 1991 - Present
Skills
Series 63, Mutual Funds, Series 6, Financial Services, Retirement, Investments, Retirement Planning, Relationship Management, Securities, FINRA
Education
University of Delaware 1986 — 1990
Bachelor of Arts (BA), English /journalism
Vanguard 2011 - Present
The Vanguard Group February 1991 - Present
Skills
Series 63, Mutual Funds, Series 6, Financial Services, Retirement, Investments, Retirement Planning, Relationship Management, Securities, FINRA
Education
University of Delaware 1986 — 1990
Bachelor of Arts (BA), English /journalism
Randi Norman's Vanguard Experience June 2012 - Present
Job Manager at Vanguard
Industry Financial Services
Experience
Vanguard June 2012 - Present
Vanguard June 2004 - March 2013
Skills
Series 63, Series 7, Series 24, Mutual Funds, Financial Services, Retirement, Relationship Management, FINRA
Education
Grand Canyon University 2009 — 2011
Masters of Science in Leadership
University of Arizona, Eller College of Management 2000 — 2004
Vanguard June 2012 - Present
Vanguard June 2004 - March 2013
Skills
Series 63, Series 7, Series 24, Mutual Funds, Financial Services, Retirement, Relationship Management, FINRA
Education
Grand Canyon University 2009 — 2011
Masters of Science in Leadership
University of Arizona, Eller College of Management 2000 — 2004
Angie Villandre, CFP®'s Vanguard Experience September 2014 - Present
Job Senior Wealth Financial Advisor at Vanguard
Industry Financial Services
Experience
Vanguard September 2014 - Present
USAA July 2008 - August 2014
ING August 2007 - June 2008
OneAmerica September 2002 - July 2007
JMC Financial 1992 - 1994
Merrill Lynch 1991 - 1993
Education
Central Missouri State University 1984 — 1988
Vanguard September 2014 - Present
USAA July 2008 - August 2014
ING August 2007 - June 2008
OneAmerica September 2002 - July 2007
JMC Financial 1992 - 1994
Merrill Lynch 1991 - 1993
Education
Central Missouri State University 1984 — 1988
Dave Weidman's Vanguard Experience July 2007 - June 2009
Job Continuous Improvement Manager
Industry Financial Services
Experience
The Vanguard Group October 2011 - Present
The Vanguard Group June 2009 - September 2011
Vanguard July 2007 - June 2009
The Vanguard Group May 2005 - July 2007
Vanguard December 2003 - June 2005
Vanguard May 2001 - December 2003
Vanguard June 1999 - April 2001
Vanguard June 1998 - May 1999
Vanguard January 1997 - June 1998
Vanguard August 1995 - January 1997
Skills
Six Sigma, Process Improvement, Continuous Improvement, DMAIC, Project Management, Quality Assurance, Black Belt, Business Process Mapping, Business Process..., Change Management, Business Analysis, Operational Excellence, Cross-functional Team..., Program Management, Lean Manufacturing, Management, CRM, Leadership
Education
University of Delaware 1988 — 1992
Bachelor of Arts, History
The Vanguard Group October 2011 - Present
The Vanguard Group June 2009 - September 2011
Vanguard July 2007 - June 2009
The Vanguard Group May 2005 - July 2007
Vanguard December 2003 - June 2005
Vanguard May 2001 - December 2003
Vanguard June 1999 - April 2001
Vanguard June 1998 - May 1999
Vanguard January 1997 - June 1998
Vanguard August 1995 - January 1997
Skills
Six Sigma, Process Improvement, Continuous Improvement, DMAIC, Project Management, Quality Assurance, Black Belt, Business Process Mapping, Business Process..., Change Management, Business Analysis, Operational Excellence, Cross-functional Team..., Program Management, Lean Manufacturing, Management, CRM, Leadership
Education
University of Delaware 1988 — 1992
Bachelor of Arts, History
Allicen Preciado's Vanguard Experience September 2014 - Present
Job Financial Processor
Industry Financial Services
Experience
Preciado Family November 2014 - Present
Vanguard September 2014 - Present
Randstad March 2014 - Present
Blessed Pope John XXIII School June 2013 - February 2014
Starbucks 2013 - 2013
Pomona Catholic High School August 2007 - June 2012
Skills
Lesson Planning, Curriculum Development, Classroom Management, Classroom, Educational Leadership, Social Studies, Differentiated..., Teaching, Tutoring, Literacy, Educational Technology, K-12, Secondary Education, Elementary Education, Middle School, Curriculum Mapping, Event Planning, Microsoft Word, Public Speaking
Education
University of California, Riverside 2003 — 2007
BA, History
Preciado Family November 2014 - Present
Vanguard September 2014 - Present
Randstad March 2014 - Present
Blessed Pope John XXIII School June 2013 - February 2014
Starbucks 2013 - 2013
Pomona Catholic High School August 2007 - June 2012
Skills
Lesson Planning, Curriculum Development, Classroom Management, Classroom, Educational Leadership, Social Studies, Differentiated..., Teaching, Tutoring, Literacy, Educational Technology, K-12, Secondary Education, Elementary Education, Middle School, Curriculum Mapping, Event Planning, Microsoft Word, Public Speaking
Education
University of California, Riverside 2003 — 2007
BA, History
Catherine Maclin's Vanguard Experience January 2011 - Present
Job Manager at The Vanguard Group
Industry Financial Services
Experience
Vanguard January 2011 - Present
Vanguard 2009 - 2011
Vanguard 2006 - 2009
Vanguard 2004 - 2006
Vanguard 1997 - 2004
Vanguard 1994 - 1997
Coopers & Lybrand 1986 - 1994
Skills
Project Management, Business Planning, Technology Planning, Management Reporting, Financial Reporting, Sales Compensation, Microsoft Office, Team Management, Business Process..., Agile Project Management, Agile & Waterfall..., Visio, Presentation Development, Data Analysis, Databases, CRM databases, Scorecard, Dashboard, Process Excellence, SharePoint, Software Documentation, Sales Operations, Sales Management, Financial Modeling, Strategic Financial..., IT Audit, Internal Controls, Accounting, Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Auditing, Business Analysis, Due Diligence, Enterprise Risk..., Finance, Financial Analysis, Financial Planning, Financial Services, Internal Audit, Investment Management, Investments, Leadership, Management, Mutual Funds, PMO, Portfolio Management, Process Improvement, Program Management
Education
University of Delaware
Bachelor of Arts (B.A.), International Relations
Harrisburg Area Community College
Accounting and Business Law
Vanguard January 2011 - Present
Vanguard 2009 - 2011
Vanguard 2006 - 2009
Vanguard 2004 - 2006
Vanguard 1997 - 2004
Vanguard 1994 - 1997
Coopers & Lybrand 1986 - 1994
Skills
Project Management, Business Planning, Technology Planning, Management Reporting, Financial Reporting, Sales Compensation, Microsoft Office, Team Management, Business Process..., Agile Project Management, Agile & Waterfall..., Visio, Presentation Development, Data Analysis, Databases, CRM databases, Scorecard, Dashboard, Process Excellence, SharePoint, Software Documentation, Sales Operations, Sales Management, Financial Modeling, Strategic Financial..., IT Audit, Internal Controls, Accounting, Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Auditing, Business Analysis, Due Diligence, Enterprise Risk..., Finance, Financial Analysis, Financial Planning, Financial Services, Internal Audit, Investment Management, Investments, Leadership, Management, Mutual Funds, PMO, Portfolio Management, Process Improvement, Program Management
Education
University of Delaware
Bachelor of Arts (B.A.), International Relations
Harrisburg Area Community College
Accounting and Business Law
Sam Nassif's Vanguard Experience August 2006 - December 2009
Job Director of Business Development
Industry Financial Services
Experience
AIGT July 2012 - August 2013
SKU International LLC January 2010 - June 2012
Vanguard August 2006 - December 2009
Skills
Multi-Lingual
Education
University of California, Los Angeles 1992 — 1994
AIGT July 2012 - August 2013
SKU International LLC January 2010 - June 2012
Vanguard August 2006 - December 2009
Skills
Multi-Lingual
Education
University of California, Los Angeles 1992 — 1994
Brian Nevrincean's Vanguard Experience November 2004 - April 2005
Job Principal Software Engineer at Oracle
Industry Computer Software
Experience
Oracle April 2005 - July 2015
Vanguard November 2004 - April 2005
Lockheed Martin January 2004 - December 2004
Manugistics May 1997 - January 2004
Prophet 21 January 1996 - May 1997
Skills
Java, HTML, JavaScript, AJAX, Agile Methodologies, CSS, Requirements Analysis, Oracle, Enterprise Software, SDLC, Solution Architecture
Education
University of Central Florida 1991 — 1995
BS, Computer Science
Northeast High School 1987 — 1991
High School
Oracle April 2005 - July 2015
Vanguard November 2004 - April 2005
Lockheed Martin January 2004 - December 2004
Manugistics May 1997 - January 2004
Prophet 21 January 1996 - May 1997
Skills
Java, HTML, JavaScript, AJAX, Agile Methodologies, CSS, Requirements Analysis, Oracle, Enterprise Software, SDLC, Solution Architecture
Education
University of Central Florida 1991 — 1995
BS, Computer Science
Northeast High School 1987 — 1991
High School
Leslie Motter's Vanguard Experience 1999 - 2000
Job Chief Human Resources Officer at MakeAWish America
Industry Financial Services
Experience
Make-A-Wish America October 2013 - Present
Leadership Journey Group, LLC March 2011 - Present
True North Advisory Services 2012 - October 2013
Fresh Start Women's Foundation 2004 - 2013
American Express September 2000 - March 2011
Vanguard 1999 - 2000
Prudential Financial Services January 1999 - July 1999
Aetna 1989 - 1998
Skills
Partnership Management, Cross Selling, Payments, Credit, Portfolio Management, Leadership Consulting, Leadership, Credit Cards, Organizational..., Management, Strategy, Partner Management, Human Resources, Compensation & Benefit, Training, Start-ups, Talent Management, Outsourcing, Executive Management, Strategic Planning, Program Management, Financial Services, Marketing, Process Improvement
Education
University of Hartford 1991 — 1992
Masters, Organization Behavior
University of Connecticut 1986 — 1990
BA, Communication Sciences
Make-A-Wish America October 2013 - Present
Leadership Journey Group, LLC March 2011 - Present
True North Advisory Services 2012 - October 2013
Fresh Start Women's Foundation 2004 - 2013
American Express September 2000 - March 2011
Vanguard 1999 - 2000
Prudential Financial Services January 1999 - July 1999
Aetna 1989 - 1998
Skills
Partnership Management, Cross Selling, Payments, Credit, Portfolio Management, Leadership Consulting, Leadership, Credit Cards, Organizational..., Management, Strategy, Partner Management, Human Resources, Compensation & Benefit, Training, Start-ups, Talent Management, Outsourcing, Executive Management, Strategic Planning, Program Management, Financial Services, Marketing, Process Improvement
Education
University of Hartford 1991 — 1992
Masters, Organization Behavior
University of Connecticut 1986 — 1990
BA, Communication Sciences
Bridget Kyle's Vanguard Experience August 2014 - Present
Job Client Relationship Specialist at Vanguard
Industry Financial Services
Experience
Vanguard August 2014 - Present
Teach For America June 2010 - July 2014
The Corporate Executive Board October 2009 - May 2010
The Corporate Executive Board January 2009 - October 2009
Fisher Investments July 2008 - November 2008
Education
UNC Charlotte 2010 — 2012
M.A., Teaching, Concentration in Secondary Science
University of California, Berkeley 2004 — 2008
B.A., Psychology
Vanguard August 2014 - Present
Teach For America June 2010 - July 2014
The Corporate Executive Board October 2009 - May 2010
The Corporate Executive Board January 2009 - October 2009
Fisher Investments July 2008 - November 2008
Education
UNC Charlotte 2010 — 2012
M.A., Teaching, Concentration in Secondary Science
University of California, Berkeley 2004 — 2008
B.A., Psychology
Christina Shackleford's Vanguard Experience May 2010 - Present
Job IT Audit
Industry Financial Services
Experience
Vanguard May 2010 - Present
Vanguard July 2002 - July 2008
Skills
SDLC, Visio, Process Improvement, Risk Management, Project Management, Lotus Notes, Unix, Business Process..., Auditing, Change Management, IT Audit, IT Management
Education
West Chester University of Pennsylvania 2001 — 2008
Certification, Elementary Education
Strayer University-Maryland 1995 — 2000
MS, Information Systems
University of Delaware 1985 — 1989
BA, Political Science
Vanguard May 2010 - Present
Vanguard July 2002 - July 2008
Skills
SDLC, Visio, Process Improvement, Risk Management, Project Management, Lotus Notes, Unix, Business Process..., Auditing, Change Management, IT Audit, IT Management
Education
West Chester University of Pennsylvania 2001 — 2008
Certification, Elementary Education
Strayer University-Maryland 1995 — 2000
MS, Information Systems
University of Delaware 1985 — 1989
BA, Political Science
Amanda Shah's Vanguard Experience April 2013 - July 2015
Job Supervisor, Flagship Services at Vanguard
Industry Financial Services
Experience
Flagship Ultra High Net Worth July 2015 - Present
Pi Beta Phi Fraternity June 2008 - Present
Vanguard April 2013 - July 2015
Vanguard June 2008 - April 2013
Vanguard September 2011 - October 2011
Skills
Leadership, Leadership Development, Training, Recruiting, Coaching, Risk Management, Finance, Outlook, Investments, Microsoft Office, Microsoft Excel, PowerPoint, Social Media, Human Resources, Program Management, Strategic Planning
Education
Villanova University 2011 — 2014
MBA
University of Connecticut 2004 — 2008
BA, Economics, minor- Business Administration
Flagship Ultra High Net Worth July 2015 - Present
Pi Beta Phi Fraternity June 2008 - Present
Vanguard April 2013 - July 2015
Vanguard June 2008 - April 2013
Vanguard September 2011 - October 2011
Skills
Leadership, Leadership Development, Training, Recruiting, Coaching, Risk Management, Finance, Outlook, Investments, Microsoft Office, Microsoft Excel, PowerPoint, Social Media, Human Resources, Program Management, Strategic Planning
Education
Villanova University 2011 — 2014
MBA
University of Connecticut 2004 — 2008
BA, Economics, minor- Business Administration
Syed Sayam's Vanguard Experience August 2015 - Present
Job Technical Team Manager at Vanguard
Industry Financial Services
Experience
Vanguard August 2015 - Present
The Vanguard Group November 2011 - Present
The Vanguard Group April 2011 - November 2011
The Vanguard Group January 2005 - April 2011
The Vanguard Group August 2000 - December 2004
Skills
Data Warehouse..., Data Warehousing, ETL, Data Integration, Hadoop, DB2, Oracle Database, Unix, Project Delivery, Business Intelligence, Big Data Analytics
Education
University of Central Oklahoma
Computer Science and Philosophy
Vanguard August 2015 - Present
The Vanguard Group November 2011 - Present
The Vanguard Group April 2011 - November 2011
The Vanguard Group January 2005 - April 2011
The Vanguard Group August 2000 - December 2004
Skills
Data Warehouse..., Data Warehousing, ETL, Data Integration, Hadoop, DB2, Oracle Database, Unix, Project Delivery, Business Intelligence, Big Data Analytics
Education
University of Central Oklahoma
Computer Science and Philosophy
Janine Diekmann's Vanguard Experience
Job Senior Trainer at Vanguard
Industry Financial Services
Experience
Vanguard
Skills
Job Aids, Conflict Resolution, Instructor-led Training, Workshop Facilitation, Training, Performance Consulting, Coaching, Blended Learning, Employee Relations, Program Management, Human Resources, Leadership, Needs Analysis, Talent Management, Instructional Design, ADDIE, Training Delivery, Leadership Development, Employee Benefits, Captivate, Series 6, Onboarding, Recruiting
Education
Charter Oak College
B.S., Interdisciplinary Studies
University of Cincinnati
Vanguard
Skills
Job Aids, Conflict Resolution, Instructor-led Training, Workshop Facilitation, Training, Performance Consulting, Coaching, Blended Learning, Employee Relations, Program Management, Human Resources, Leadership, Needs Analysis, Talent Management, Instructional Design, ADDIE, Training Delivery, Leadership Development, Employee Benefits, Captivate, Series 6, Onboarding, Recruiting
Education
Charter Oak College
B.S., Interdisciplinary Studies
University of Cincinnati
Pete Pelter's Vanguard Experience December 2000 - December 2005
Job Database Administrator at Vanguard Group
Industry Information Technology and Services
Experience
Vanguard Group Inc September 2010 - Present
Vanguard Group Inc December 2005 - September 2010
Vanguard December 2000 - December 2005
First Consulting Group October 1997 - December 2000
Merck 1997 - 1999
Electronic Data Systems 1994 - 1997
Skills
Unix, SQL, Agile Methodologies, Oracle, Data Warehousing, PL/SQL, Solaris, Requirements Analysis, Business Analysis, Waterfall, Microsoft SQL Server, Visio, Business Intelligence, Data Modeling, Java, Linux, Oracle RAC, JavaScript, Database Design
Education
University of Dayton 1990 — 1994
BS, Mathematics
Vanguard Group Inc September 2010 - Present
Vanguard Group Inc December 2005 - September 2010
Vanguard December 2000 - December 2005
First Consulting Group October 1997 - December 2000
Merck 1997 - 1999
Electronic Data Systems 1994 - 1997
Skills
Unix, SQL, Agile Methodologies, Oracle, Data Warehousing, PL/SQL, Solaris, Requirements Analysis, Business Analysis, Waterfall, Microsoft SQL Server, Visio, Business Intelligence, Data Modeling, Java, Linux, Oracle RAC, JavaScript, Database Design
Education
University of Dayton 1990 — 1994
BS, Mathematics
Debra L. Charlesworth, CIMA®'s Vanguard Experience January 2015 - Present
Job Department Head, Institutional Client Services at Vanguard
Industry Financial Services
Experience
Vanguard January 2015 - Present
Vanguard September 2012 - December 2014
Vanguard July 2007 - September 2012
Vanguard May 2006 - July 2007
Vanguard December 2002 - May 2006
Vanguard December 2001 - December 2002
Vanguard July 2000 - December 2002
Vanguard January 1997 - July 2000
Vanguard April 1995 - January 1997
Vanguard September 1994 - April 1995
Skills
Strategic Planning, Public Speaking, Writing, Change Management, Coaching, Training, Program Management, Customer Service, Leadership Development, Management, Team Leadership, New Business Development, Financial Analysis, Microsoft Office, Investments, Asset Allocation, Investment Management, Series 7, ETFs, Risk Management, Process Improvement, Business Planning, Project Management, Portfolio Management, Leadership, Microsoft Excel, Budgets, Marketing Strategy, Team Building, Business Strategy, Organizational...
Education
University of Bridgeport 1981 — 1983
MBA, Finance
University of Bridgeport 1974 — 1980
BES, Humanities, Business
Main Line Chamber of Commerce "Leadership Main Line" program 2011 — 2011
Graduate
Vanguard January 2015 - Present
Vanguard September 2012 - December 2014
Vanguard July 2007 - September 2012
Vanguard May 2006 - July 2007
Vanguard December 2002 - May 2006
Vanguard December 2001 - December 2002
Vanguard July 2000 - December 2002
Vanguard January 1997 - July 2000
Vanguard April 1995 - January 1997
Vanguard September 1994 - April 1995
Skills
Strategic Planning, Public Speaking, Writing, Change Management, Coaching, Training, Program Management, Customer Service, Leadership Development, Management, Team Leadership, New Business Development, Financial Analysis, Microsoft Office, Investments, Asset Allocation, Investment Management, Series 7, ETFs, Risk Management, Process Improvement, Business Planning, Project Management, Portfolio Management, Leadership, Microsoft Excel, Budgets, Marketing Strategy, Team Building, Business Strategy, Organizational...
Education
University of Bridgeport 1981 — 1983
MBA, Finance
University of Bridgeport 1974 — 1980
BES, Humanities, Business
Main Line Chamber of Commerce "Leadership Main Line" program 2011 — 2011
Graduate
August Nord's Vanguard Experience September 2006 - June 2007
Job Customer Happiness Lead at Kinsa
Industry Health, Wellness and Fitness
Experience
Kinsa November 2014 - Present
Lockheed Martin July 2014 - September 2014
Lockheed Martin September 2012 - June 2014
Lockheed Martin October 2010 - September 2012
Conservation Services Group November 2009 - April 2010
The Standard June 2009 - October 2009
The Standard June 2007 - June 2009
Vanguard September 2006 - June 2007
J.Crew August 2005 - June 2007
Skills
Microsoft Excel, Microsoft Office, Process Improvement, Customer Service, Access, Data Analysis, Project Management, Microsoft Word, PowerPoint, Outlook, Strategic Planning, Leadership, Energy Efficiency, Accurate Data Entry, Accurate Record Keeping, Management, Software Documentation, Training, Proposal Writing
Education
The University of Connecticut 2002 — 2006
Bachelor of Science, Business Administration; Management; International Business
Kinsa November 2014 - Present
Lockheed Martin July 2014 - September 2014
Lockheed Martin September 2012 - June 2014
Lockheed Martin October 2010 - September 2012
Conservation Services Group November 2009 - April 2010
The Standard June 2009 - October 2009
The Standard June 2007 - June 2009
Vanguard September 2006 - June 2007
J.Crew August 2005 - June 2007
Skills
Microsoft Excel, Microsoft Office, Process Improvement, Customer Service, Access, Data Analysis, Project Management, Microsoft Word, PowerPoint, Outlook, Strategic Planning, Leadership, Energy Efficiency, Accurate Data Entry, Accurate Record Keeping, Management, Software Documentation, Training, Proposal Writing
Education
The University of Connecticut 2002 — 2006
Bachelor of Science, Business Administration; Management; International Business
Manoj Basuri's Vanguard Experience July 2011 - March 2013
Job Cognos Administrator at AIG
Industry Information Technology and Services
Experience
AIG January 2014 - Present
The Depository Trust & Clearing Corporation April 2013 - December 2013
Vanguard July 2011 - March 2013
Citi July 2010 - May 2011
Citi January 2007 - December 2010
Internet Solutions December 2005 - January 2006
Sun Life Financial December 2004 - November 2005
Skills
PL/SQL, Oracle, SQL, Data Warehousing, Unix, Requirements Analysis, SDLC, Unix Shell Scripting, Business Intelligence, Business Analysis, Data Modeling, Requirements Gathering, Cognos
Education
University of Burdwan 2000 — 2004
Bachelor of Engineering (BE), Computer Science
AIG January 2014 - Present
The Depository Trust & Clearing Corporation April 2013 - December 2013
Vanguard July 2011 - March 2013
Citi July 2010 - May 2011
Citi January 2007 - December 2010
Internet Solutions December 2005 - January 2006
Sun Life Financial December 2004 - November 2005
Skills
PL/SQL, Oracle, SQL, Data Warehousing, Unix, Requirements Analysis, SDLC, Unix Shell Scripting, Business Intelligence, Business Analysis, Data Modeling, Requirements Gathering, Cognos
Education
University of Burdwan 2000 — 2004
Bachelor of Engineering (BE), Computer Science
Jonathan Cavanaugh's Vanguard Experience November 2004 - January 2006
Job Risk Operations Manager, Vice President at Citigroup
Industry Banking
Experience
Citi July 2011 - Present
Citi January 2006 - July 2011
Vanguard November 2004 - January 2006
Peace Corps September 2003 - April 2004
MBNA January 2000 - September 2003
Skills
Relationship Management, Risk Management, Financial Analysis, Fixed Income, Banking, Project Management, Business Analysis, Portfolio Management, Loans, Financial Modeling, Process Improvement
Education
University of Delaware - Lerner College of Business and Economics 2007 — 2009
MBA
University of Delaware
Degree: Bachelor of Arts; Bachelor of Arts, Political Science; Criminal Justice
Citi July 2011 - Present
Citi January 2006 - July 2011
Vanguard November 2004 - January 2006
Peace Corps September 2003 - April 2004
MBNA January 2000 - September 2003
Skills
Relationship Management, Risk Management, Financial Analysis, Fixed Income, Banking, Project Management, Business Analysis, Portfolio Management, Loans, Financial Modeling, Process Improvement
Education
University of Delaware - Lerner College of Business and Economics 2007 — 2009
MBA
University of Delaware
Degree: Bachelor of Arts; Bachelor of Arts, Political Science; Criminal Justice
Lorraine Sipos's Vanguard Experience September 1999 - Present
Job Communications Consultant at Vanguard and President Your Story Productions
Industry Marketing and Advertising
Experience
Self-employed writing and editing August 2012 - Present
Vanguard September 1999 - Present
Immaculata University August 1997 - September 1999
Delaware County Branch, PA Assoc. for the Blind September 1985 - August 1997
Town Talk Newspapers July 1986 - April 1988
Social Security Administration January 1976 - April 1983
Clear Cable Television June 1975 - January 1976
Skills
Newsletters, Writing, Public Relations, Fundraising, Non-profits, Slide Shows, Advertising, Nonprofits, Event Management, Marketing, Strategic Planning, Strategic Communications, Internal Communications, Media Relations, Management, Editing, Corporate Communications, Marketing Communications
Education
University of Bridgeport 1971 — 1975
BA, Journalism
Self-employed writing and editing August 2012 - Present
Vanguard September 1999 - Present
Immaculata University August 1997 - September 1999
Delaware County Branch, PA Assoc. for the Blind September 1985 - August 1997
Town Talk Newspapers July 1986 - April 1988
Social Security Administration January 1976 - April 1983
Clear Cable Television June 1975 - January 1976
Skills
Newsletters, Writing, Public Relations, Fundraising, Non-profits, Slide Shows, Advertising, Nonprofits, Event Management, Marketing, Strategic Planning, Strategic Communications, Internal Communications, Media Relations, Management, Editing, Corporate Communications, Marketing Communications
Education
University of Bridgeport 1971 — 1975
BA, Journalism
Nancy Brazelton Philleo's Vanguard Experience May 2010 - Present
Job Relationship Manager at Vanguard
Industry Financial Services
Experience
Vanguard May 2010 - Present
Vanguard October 2005 - May 2010
Vanguard June 2003 - October 2005
Vanguard September 1997 - May 2003
Skills
Retirement Planning, Strategic Financial..., Investments, Financial Services, Series 7, Finance, Series 63, Personal Financial..., Mutual Funds, Wealth Accumulation, Relationship Management, Asset Management, Equities, Retirement, 401k, Series 6, Securities, Certified Financial..., Investment Strategies, Investment Management, Asset Allocation
Education
University of Pennsylvania - The Wharton School 2014 — 2014
ICMA Certified Investment Management Analyst Program
University of California, Davis
BA, Economics, Spanish
Vanguard May 2010 - Present
Vanguard October 2005 - May 2010
Vanguard June 2003 - October 2005
Vanguard September 1997 - May 2003
Skills
Retirement Planning, Strategic Financial..., Investments, Financial Services, Series 7, Finance, Series 63, Personal Financial..., Mutual Funds, Wealth Accumulation, Relationship Management, Asset Management, Equities, Retirement, 401k, Series 6, Securities, Certified Financial..., Investment Strategies, Investment Management, Asset Allocation
Education
University of Pennsylvania - The Wharton School 2014 — 2014
ICMA Certified Investment Management Analyst Program
University of California, Davis
BA, Economics, Spanish
Sarah (Mallow) Lisboa's Vanguard Experience November 2005 - September 2011
Job Clinical Assistant at DeRosa Medical, PC
Industry Medical Practice
Experience
DeRosa Medical, PC February 2013 - Present
Vanguard November 2005 - September 2011
Skills
Series 63, Series 7, Mutual Funds, Series 6, Investments, Retirement Planning, Asset Allocation, Securities, ETFs, Retirement, Equities, Bloomberg, Financial Services, Investment Strategies, 401k, Healthcare, Microsoft Excel
Education
University of Cincinnati 2000 — 2004
DeRosa Medical, PC February 2013 - Present
Vanguard November 2005 - September 2011
Skills
Series 63, Series 7, Mutual Funds, Series 6, Investments, Retirement Planning, Asset Allocation, Securities, ETFs, Retirement, Equities, Bloomberg, Financial Services, Investment Strategies, 401k, Healthcare, Microsoft Excel
Education
University of Cincinnati 2000 — 2004
Powell Thurston's Vanguard Experience 1992 - 1995
Job Head of Advisory at Western Asset Management
Industry Investment Management
Experience
Western Asset Management May 2013 - Present
Western Asset Management July 2010 - May 2013
PIMCO June 2008 - June 2010
PIMCO July 1999 - May 2008
Glassman Oliver Economic Consultants 1995 - 1997
Vanguard 1992 - 1995
Skills
Portfolio Management, Fixed Income, Asset Managment, Alternative Investments, Investments, Asset Allocation, Capital Markets, Investment Management, Derivatives, Mutual Funds, Emerging Markets, Valuation, Financial Modeling, Series 7, Securities, Financial Markets, Risk Management, Financial Services, Structured Finance, Asset Management, Structured Products, Bloomberg
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Finance
University of California, Irvine 1986 — 1990
BA, Economics
Western Asset Management May 2013 - Present
Western Asset Management July 2010 - May 2013
PIMCO June 2008 - June 2010
PIMCO July 1999 - May 2008
Glassman Oliver Economic Consultants 1995 - 1997
Vanguard 1992 - 1995
Skills
Portfolio Management, Fixed Income, Asset Managment, Alternative Investments, Investments, Asset Allocation, Capital Markets, Investment Management, Derivatives, Mutual Funds, Emerging Markets, Valuation, Financial Modeling, Series 7, Securities, Financial Markets, Risk Management, Financial Services, Structured Finance, Asset Management, Structured Products, Bloomberg
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Finance
University of California, Irvine 1986 — 1990
BA, Economics
Trent Parriott's Vanguard Experience March 2004 - Present
Job Electronic Trading Supervisor at Vanguard
Industry Financial Services
Experience
Vanguard March 2004 - Present
Skills
Series 7, Series 63, Fixed Income, Mutual Funds, Asset Allocation, Series 24, General...
Education
University of Arizona, Eller College of Management 1997 — 2002
B.S. Business Administration, Finance, Business Management
Vanguard March 2004 - Present
Skills
Series 7, Series 63, Fixed Income, Mutual Funds, Asset Allocation, Series 24, General...
Education
University of Arizona, Eller College of Management 1997 — 2002
B.S. Business Administration, Finance, Business Management
Bruce Ulmer, CPA's Vanguard Experience December 1989 - May 1993
Job VP Internal Audit at Quest Diagnostics
Industry Health, Wellness and Fitness
Experience
Quest Diagnostics July 2006 - Present
Lincoln Financial Group 1999 - 2006
Delaware Investments June 1993 - June 1999
Vanguard December 1989 - May 1993
Thomson McKinnon Securities 1987 - 1989
Merrill Lynch 1981 - 1987
Corroon & Black Corp. 1978 - 1981
PwC 1970 - 1978
Skills
Enterprise Risk..., Business Continuity..., Sarbanes-Oxley Act, Sarbanes-Oxley, Internal Audit, IT Audit, Internal Controls, Risk Assessment, Auditing, SAS70, External Audit, Fraud, CPA, Management, Finance, Accounting, Financial Analysis, Process Improvement
Education
University of Delaware
BS Acctg., Accounting
Quest Diagnostics July 2006 - Present
Lincoln Financial Group 1999 - 2006
Delaware Investments June 1993 - June 1999
Vanguard December 1989 - May 1993
Thomson McKinnon Securities 1987 - 1989
Merrill Lynch 1981 - 1987
Corroon & Black Corp. 1978 - 1981
PwC 1970 - 1978
Skills
Enterprise Risk..., Business Continuity..., Sarbanes-Oxley Act, Sarbanes-Oxley, Internal Audit, IT Audit, Internal Controls, Risk Assessment, Auditing, SAS70, External Audit, Fraud, CPA, Management, Finance, Accounting, Financial Analysis, Process Improvement
Education
University of Delaware
BS Acctg., Accounting
Michelle Cooke's Vanguard Experience February 2007 - Present
Job Risk Manager at Vanguard
Industry Financial Services
Experience
Vanguard February 2007 - Present
Vanguard October 2005 - February 2007
Vanguard December 1996 - September 2005
Rohr Inc. January 1985 - August 1996
Skills
Business Continuity, Operational Risk..., Risk Management, Risk, Compliance, Security, Mutual Funds, Investment Advisers Act..., Business Contingency
Education
University of California, San Diego 1981 — 1984
BA Economics
Bonita Vista High
Fairfax High School
Vanguard February 2007 - Present
Vanguard October 2005 - February 2007
Vanguard December 1996 - September 2005
Rohr Inc. January 1985 - August 1996
Skills
Business Continuity, Operational Risk..., Risk Management, Risk, Compliance, Security, Mutual Funds, Investment Advisers Act..., Business Contingency
Education
University of California, San Diego 1981 — 1984
BA Economics
Bonita Vista High
Fairfax High School
Pablo Rubinstein Ize's Vanguard Experience May 2010 - July 2010
Job Associate at White & Case
Industry Legal Services
Experience
White & Case October 2012 - Present
White & Case May 2011 - July 2011
Vanguard May 2010 - July 2010
Japan Exchange and Teaching Program(me) (JET) August 2006 - July 2008
Skills
Legal Research, Corporate Law, Capital Markets, Banking
Education
University of Pennsylvania Law School 2009 — 2012
Doctor of Law (J.D.)
University of California, Berkeley 2002 — 2006
Bachelor of Arts (BA)
White & Case October 2012 - Present
White & Case May 2011 - July 2011
Vanguard May 2010 - July 2010
Japan Exchange and Teaching Program(me) (JET) August 2006 - July 2008
Skills
Legal Research, Corporate Law, Capital Markets, Banking
Education
University of Pennsylvania Law School 2009 — 2012
Doctor of Law (J.D.)
University of California, Berkeley 2002 — 2006
Bachelor of Arts (BA)
Tyler Drust's Vanguard Experience June 2015 - Present
Job High Net Worth Representative at Vanguard
Industry Financial Services
Experience
Vanguard June 2015 - Present
Vanguard July 2013 - June 2015
Crowell, Weedon & Co. May 2012 - August 2012
Skills
Financial Analysis, Financial Modeling, Strategic Financial..., Finance, Accounting, Valuation, Investments, Tax, Bloomberg, Equities, Due Diligence, Forecasting, Mutual Funds, Risk Management
Education
University of Arizona, Eller College of Management 2009 — 2013
Bachelor's degree, Accounting and Finance
Vanguard June 2015 - Present
Vanguard July 2013 - June 2015
Crowell, Weedon & Co. May 2012 - August 2012
Skills
Financial Analysis, Financial Modeling, Strategic Financial..., Finance, Accounting, Valuation, Investments, Tax, Bloomberg, Equities, Due Diligence, Forecasting, Mutual Funds, Risk Management
Education
University of Arizona, Eller College of Management 2009 — 2013
Bachelor's degree, Accounting and Finance
Renee Montoya's Vanguard Experience August 2006 - July 2011
Job Corporate Recruiter at Ventana Medical Systems, a member of the Roche Group (Roche Tissue Diagnostics)
Industry Human Resources
Experience
Roche Tissue Diagnostics (Ventana Medical Systems, Inc.) June 2014 - Present
The University of Arizona July 2011 - June 2014
Vanguard August 2006 - July 2011
Skills
Public Speaking, Microsoft Office, PowerPoint, Microsoft Excel, Data Analysis, Strategic Planning, Leadership, Event Planning, Customer Service, Microsoft Word, MBA, Access, Analysis, Leadership Development, Market Research, Research, Social Media, Higher Education
Education
University of Arizona, Eller College of Management 2011 — 2012
MBA, 4.0
University of Arizona, Eller College of Management 2002 — 2006
Bachelor of Science, Finance and Marketing
Roche Tissue Diagnostics (Ventana Medical Systems, Inc.) June 2014 - Present
The University of Arizona July 2011 - June 2014
Vanguard August 2006 - July 2011
Skills
Public Speaking, Microsoft Office, PowerPoint, Microsoft Excel, Data Analysis, Strategic Planning, Leadership, Event Planning, Customer Service, Microsoft Word, MBA, Access, Analysis, Leadership Development, Market Research, Research, Social Media, Higher Education
Education
University of Arizona, Eller College of Management 2011 — 2012
MBA, 4.0
University of Arizona, Eller College of Management 2002 — 2006
Bachelor of Science, Finance and Marketing
Byron McClennen, CIMA®'s Vanguard Experience January 1996 - November 1996
Job Director, Institutional Investments and Private Client Group at Brinker Capital
Industry Investment Management
Experience
Brinker Capital January 2009 - Present
Brinker Capital April 2004 - December 2008
Brinker Capital May 1999 - March 2004
Brinker Capital November 1996 - May 1999
Vanguard January 1996 - November 1996
Skills
Investment Strategies, Asset Allocation, Investments
Education
University of Delaware 1991 — 1995
Brinker Capital January 2009 - Present
Brinker Capital April 2004 - December 2008
Brinker Capital May 1999 - March 2004
Brinker Capital November 1996 - May 1999
Vanguard January 1996 - November 1996
Skills
Investment Strategies, Asset Allocation, Investments
Education
University of Delaware 1991 — 1995
April Peterson's Vanguard Experience January 2000 - September 2006
Job Client Service Manager at The Newport Group
Industry Financial Services
Experience
The Newport Group April 2006 - Present
Vanguard January 2000 - September 2006
Bank of America January 1999 - January 2000
Skills
Investments, CRM, Customer Service, Software Documentation, Retirement, Mutual Funds, Relationship Management
Education
Youngstown State University 1997 — 1998
BS, Finance
University of Cincinnati 1984 — 1986
Finance
The Newport Group April 2006 - Present
Vanguard January 2000 - September 2006
Bank of America January 1999 - January 2000
Skills
Investments, CRM, Customer Service, Software Documentation, Retirement, Mutual Funds, Relationship Management
Education
Youngstown State University 1997 — 1998
BS, Finance
University of Cincinnati 1984 — 1986
Finance
Alyssa Taylor's Vanguard Experience May 2014 - December 2014
Job Resolution Services Intern at Vanguard
Industry Marketing and Advertising
Experience
J.P. Morgan December 2014 - Present
Vanguard May 2014 - December 2014
Vanguard November 2013 - May 2014
Vanguard June 2013 - November 2013
Cavalier's Country Club June 2012 - May 2013
Make-A-Wish Foundation June 2012 - August 2012
Operation Warm October 2011 - June 2012
Cheeburger Cheeburger March 2011 - June 2012
Local Television News Media Project June 2011 - August 2011
Skills
Microsoft Office, Photoshop, InDesign, QuickBooks, Minitab, Basic French, Communication Skills, Public Speaking, Series 7, Series 63, Customer Service, Problem Solving, Communication
Education
University of Delaware 2009 — 2013
Bachelor of Arts (BA), Mass Communication/Media Studies
University of Delaware - Lerner College of Business and Economics 2009 — 2013
Bachelor of Science (BS), Marketing
J.P. Morgan December 2014 - Present
Vanguard May 2014 - December 2014
Vanguard November 2013 - May 2014
Vanguard June 2013 - November 2013
Cavalier's Country Club June 2012 - May 2013
Make-A-Wish Foundation June 2012 - August 2012
Operation Warm October 2011 - June 2012
Cheeburger Cheeburger March 2011 - June 2012
Local Television News Media Project June 2011 - August 2011
Skills
Microsoft Office, Photoshop, InDesign, QuickBooks, Minitab, Basic French, Communication Skills, Public Speaking, Series 7, Series 63, Customer Service, Problem Solving, Communication
Education
University of Delaware 2009 — 2013
Bachelor of Arts (BA), Mass Communication/Media Studies
University of Delaware - Lerner College of Business and Economics 2009 — 2013
Bachelor of Science (BS), Marketing
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments