Vanguard Company

Industry: Investment management company

Description

The 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

Vanguard List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Vanguard. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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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
John Nary John Nary Greater Philadelphia Area Details
John Nary's Vanguard Experience August 2013 - September 2014
Job Triage Analyst at JPMorgan Chase Co
Industry Financial Services
Experience
JPMorgan Chase & Co.   September 2014 - Present
Vanguard   August 2013 - September 2014
USA Hockey  2002 - August 2014

Skills
Microsoft Excel, PowerPoint, Lotus Notes, Smartstream TLM

Education
University of Hartford   2009 — 2013
Bachelor of Science (B.S.), Finance & Economics

Robert Sannelli, CFP® Robert Sannelli, CFP® United States Details
Robert Sannelli, CFP®'s Vanguard Experience January 2014 - Present
Job Team Leader at Vanguard
Industry Financial Services
Experience
Vanguard   January 2014 - Present
Vanguard   2007 - Present
Ameriprise Financial Services, Inc.   2005 - 2007

Education
University of Delaware - Lerner College of Business and Economics   2001 — 2005
Bachelor of Business Administration (B.B.A.), Marketing and Management

Ben Duncanson Ben Duncanson Scottsdale, Arizona Details
Ben Duncanson's Vanguard Experience August 2014 - Present
Job Investment professional at Vanguard
Industry Financial Services
Experience
Vanguard   August 2014 - Present
Barker Capital Management   August 2013 - May 2014
Barker Capital Management   December 2012 - May 2014
Clearwater Analytics  May 2013 - August 2013
CED  May 2012 - August 2012
Vandal Solutions  September 2011 - May 2012
University of Idaho Athletics  August 2011 - December 2011

Skills
Investment Strategies, Financial Accounting, Sports, Sales, Marketing, Microsoft Office, Microsoft Excel, Microsoft Word, Accruals, Equities, Bonds, Teamwork, Team Leadership, Bloomberg Terminal, Portfolio Management, Management, Customer Service

Education
University of Idaho   2010 — 2014
Business, Finance

Jennifer A. Cohen Jennifer A. Cohen Lafayette Hill, Pennsylvania Details
Jennifer A. Cohen's Vanguard Experience 1997 - 2000
Job Marketing and Communications Manager at Mojo Pure Water LLC, Author at Dish LLC
Industry Marketing and Advertising
Experience
MOJO Pure Water, LLC   August 2015 - Present
Dish LLC  August 2015 - Present
Jennifer Cohen Communications   2001 - November 2014
Oasis Property Group/Bay Front Properties Custom Homes   September 2013 - June 2014
Main Line Health  2000 - February 2002
Vanguard   1997 - 2000
University of Pennsylvania Health System  1995 - 1997

Skills
Marketing Communications, Direct Marketing, Marketing Strategy, Direct Mail, Social Media, Social Media Marketing, Corporate Communications, Marketing Management, Email Marketing, Marketing, Project Management, Proofreading, Promotions, Proposal Writing, Project Planning, Real Estate Development, Real Estate Project..., Real Estate Marketing

Education
University of Delaware   1987 — 1991
Bachelor of Arts

Haverford Senior High School   1984 — 1987

Jeffery Nicholson Jeffery Nicholson New York, New York Details
Jeffery Nicholson's Vanguard Experience 2005 - 2007
Job Vice President at SunTrust Bank
Industry Real Estate
Experience
Deutsche Bank  2007 - 2012
Vanguard   2005 - 2007

Education
University of Georgia - Terry College of Business   2012 — 2014
Master of Business Administration (MBA)

University of North Carolina at Chapel Hill   2001 — 2005
Bachelor of Arts (BA), Economics

Amanda Tomlinson Amanda Tomlinson Greater Philadelphia Area Details
Amanda Tomlinson's Vanguard Experience January 2015 - Present
Job Financial Analyst at Vanguard
Industry Financial Services
Experience
Vanguard   January 2015 - Present
Anytime Bail Bonding, Inc.   January 2010 - January 2015

Skills
Process Improvement, Superior Work Ethic, Close Attention to..., Motivated self-starter, Organization &..., Microsoft Excel, Online Marketing, Print Ads, Bank Reconciliation, Accounts Payable, QuickBooks, Customer Service..., Multi Tasking, Dependable Team Player, Leadership, Managerial Finance, Team Building, PowerPoint, Microsoft Office, Customer Service

Education
University of Florida   2013 — 2014
Master of Business Administration (MBA)

Western Carolina University   2007 — 2009
Bachelor of Science in Business Administration, Accounting and Finance, 3.97 GPA

Lauren Berheide Lauren Berheide Greater Philadelphia Area Details
Lauren Berheide's Vanguard Experience December 2014 - Present
Job Vanguard HR Shared Services
Industry Financial Services
Experience
Vanguard   December 2014 - Present
Vanguard   March 2014 - December 2014
Vanguard   March 2013 - March 2014
Vanguard   August 2011 - March 2013
Vanguard   January 2012 - April 2012
Vanguard   June 2010 - August 2011

Skills
College Recruiting, Customer Service, Mutual Funds, 529 Plans, Excel, Word, PowerPoint, Lotus Notes, PeopleSoft, Employee Benefits, Human Resources, Benefits Administration, SharePoint, Time Management, Training, Microsoft Office, Social Networking, Coaching, Event Planning, Job Fairs, New Hire Orientations, Leadership, Process Improvement

Education
University of Delaware   2006 — 2010
Bachelor of Arts (BA), Sociology

Saul Grossel Saul Grossel Greater Philadelphia Area Details
Saul Grossel's Vanguard Experience December 1992 - March 1998
Job Investment Management Executive Risk,Compliance, Pooled Products
Industry Financial Services
Experience
J.P. Morgan   March 1998 - October 2014
Vanguard   December 1992 - March 1998
Chase  August 1987 - December 1992

Skills
Fixed Income, Hedge Funds, FINRA, Mutual Funds, Series 7, Equities, Series 6, Series 65, Series 63, Asset Management, Series 24, Alternative Investments

Education
University of Delaware
BS, Economics

Widener University
MBA, Finance

Timothy Vitez Timothy Vitez Kansas City, Missouri Area Details
Timothy Vitez's Vanguard Experience August 2014 - Present
Job External Sales Executive at Vanguard
Industry Financial Services
Experience
Vanguard   August 2014 - Present
Vanguard   January 2014 - August 2014
Vanguard   April 2011 - December 2013
Lenders Edge Settlement Servces   November 2009 - April 2011
Worldwide Express  June 2008 - November 2009

Skills
Account Management, Series 7, Sales, Investments, Mutual Funds, New Business Development, Customer Retention, Banking, Business Development, Financial Analysis, Building Relationships, Finance, Relationship Management, Sales Process, Series 63

Education
University of Delaware   2003 — 2007

Valerie Deptula Valerie Deptula Wilmington, Delaware Details
Valerie Deptula's Vanguard Experience September 2008 - September 2009
Job Online Marketing Specialist at Wilmington University
Industry Education Management
Experience
Wilmington University  January 2012 - Present
Sallie Mae  September 2009 - December 2011
Vanguard   September 2008 - September 2009
Access Group  November 2004 - September 2008

Skills
Web Marketing, Online Marketing, Web Analytics, Webmaster Services, Email Marketing, Social Media Marketing, Social Media, Digital Marketing, Marketing, Business Analysis, Google Analytics, Marketing Communications, SEO, Online Advertising, SEM, Google Adwords

Education
University of Delaware   2000 — 2005
Bachelor of Science (B.S.), Marketing

Marianne Yudes Marianne Yudes Greater Philadelphia Area Details
Marianne Yudes's Vanguard Experience June 1985 - March 1987
Job Senior Counsel at PNC
Industry Law Practice
Experience
PNC  March 2012 - Present
Morgan, Lewis & Bockius LLP   October 2004 - March 2012
Pepper Hamilton LLP  March 1998 - September 2004
SEI  1996 - 1998
Merrill Lynch  November 1995 - October 1996
Merrill Lynch  July 1988 - October 1995
Smithsonian Institution, Museum of American History  1988 - 1989
American Express  1987 - 1988
Vanguard   June 1985 - March 1987

Education
Widener University School of Law   1994 — 1998
J.D., Cum Laude

University of Delaware   1982 — 1985
B.A., Fine Art Major, French Minor

Marple Newtown HS   1978 — 1981

Bill Perez Bill Perez Sacramento, California Area Details
Bill Perez's Vanguard Experience July 2006 - December 2009
Job Director, Contact Center Operations at Delta Dental Insurance Company
Industry Hospital & Health Care
Experience
Delta Dental Insurance Company  September 2014 - Present
VSP Vision Care  December 2013 - May 2014
Southern California Edison  January 2011 - June 2013
Vanguard   July 2006 - December 2009
TIAA-CREF  May 2004 - July 2006
TIAA-CREF  August 2002 - April 2004
Charles Schwab  February 1998 - January 2002

Skills
Cross-functional Team..., Program Management, Project Management, CRM, Strategic Planning, Outsourcing, Financial Services, Quality Assurance, Business Process..., Process Improvement, Business Process, Analysis, Vendor Management, Business Planning, Change Management, Call Center, Project Portfolio..., Operations Management, Performance Management, Contact Center..., Client Loyalty Solutions, Organizational Change..., Operational Process..., First Call Resolution, Quality Assurance..., Customer Retention, Customer Experience..., Multi-site Budget..., Service Recovery, Coaching & Developing..., Net Promoter Score..., Six Sigma, Lean Operations, Customer Experience...

Education
University of Florida
Bachelor of Arts, Psychology, 3.8

Sara Wasson Sara Wasson Greater Philadelphia Area Details
Sara Wasson's Vanguard Experience 1987 - Present
Job Senior Manager/Vanguard
Industry Financial Services
Experience
Vanguard   1987 - Present

Education
University of Delaware   1983 — 1987
BS, Human Resources

Rachael Lebowitz Rachael Lebowitz King Of Prussia, Pennsylvania Details
Rachael Lebowitz's Vanguard Experience June 2013 - May 2015
Job Data Analyst at IMS Health
Industry Financial Services
Experience
IMS Health  May 2015 - Present
Vanguard   June 2013 - May 2015
University of Delaware  October 2011 - May 2013
Premiere Eden Resort   June 2012 - August 2012
University of Delaware  September 2010 - December 2010
JCafé   May 2010 - August 2010

Skills
PowerPoint, Microsoft Excel, Access, Microsoft Word, Communication, Business, Management, Leadership, Client Relationship..., Finance

Education
University of Delaware - Lerner College of Business and Economics   2009 — 2013
Bachelor of Science (B.S.), International Business and Marketing

Hempfield High School   2005 — 2009

Pradeep Kumar Kaja Pradeep Kumar Kaja San Francisco Bay Area Details
Pradeep Kumar Kaja's Vanguard Experience March 2011 - December 2011
Job Developing Android Applications.
Industry Computer Software
Experience
Self  August 2014 - Present
Global Logic  May 2014 - August 2014
AT&T  December 2013 - May 2014
Cantor Fitzgerald  October 2012 - November 2013
Cantor Fitzgerald  January 2012 - October 2012
Vanguard   March 2011 - December 2011
NAVTEQ  November 2010 - February 2011
University of Illinois at Chicago  June 2010 - October 2010
University of Illinois at Chicago  August 2008 - May 2010
Cognizant Technology Solutions  August 2007 - November 2007

Skills
Android Development, Mobile Applications, Java, SQL, XML, Linux, Computer Architecture, Testing, JavaScript, Embedded Systems, Agile Methodologies, VHDL, Test Automation, Unix Shell Scripting, Requirements Analysis, Oracle, Python, C#, Software Engineering, MySQL, UML, Databases, Web Services, Java Enterprise Edition, Eclipse, C, HTML, CSS, Solaris, PL/SQL, OOP, Operating Systems, Unix, VLSI, Tomcat, Spring, Microsoft SQL Server, Git, Algorithms, Programming, PHP, Software Development, Objective-C, Visual Studio, Subversion, Cadence, C++, Android, ASP.NET, Object Oriented Design

Education
University of Illinois at Chicago   2008 — 2010
Masters Of Science, Computer Engineering

Sathyabama University   2003 — 2007
Bachelor, Electronics & Communication Engineering

Alison (Mina) Zeidner Alison (Mina) Zeidner Chapel Hill, North Carolina Details
Alison (Mina) Zeidner's Vanguard Experience July 2003 - July 2004
Job Project Manager/ Training Consultant at GP Strategies
Industry E-Learning
Experience
GP Strategies Corporation  June 2006 - Present
Cigna  April 2011 - June 2015
Crayola  July 2009 - March 2011
Lenovo Group Ltd  January 2008 - October 2008
Rhodia  2007 - 2008
Victorinox Swiss Army  June 2006 - August 2007
Lincoln Financial Group  July 2004 - October 2005
Vanguard   July 2003 - July 2004

Skills
Training Delivery, Customer Service, Change Management, Project Management, E-Learning, Instructor-led Training, SAP, Instructional Design, Needs Analysis, Program Management, Process Improvement, Employee Training, Training, Business Process..., Consulting, Business Process, Hands-on Training, Software Documentation, Technical Writing, ADDIE, Performance Improvement, Learning Management, Project Planning, Blended Learning, Visio, Learning Management..., Performance Consulting, Leadership, Captivate, Leadership Development, Training Needs Analysis

Education
University of Delaware - Lerner College of Business and Economics   1999 — 2003
B.S., Business Administration, Finance

Samantha Hennessy Samantha Hennessy Wilmington, North Carolina Details
Samantha Hennessy's Vanguard Experience July 2015 - Present
Job Graduate from UNCW |Finance & Economics
Industry Financial Services
Experience
Vanguard   July 2015 - Present
Blue Archer  June 2014 - Present

Skills
Content Writing, Digital Marketing, WordPress, Microsoft Word, CMS, Finance, Business Economics, Econometrics, InDesign, Business Analysis, English Literature, Financial Derivatives, Investment Management, Leadership, Writing, Blogging, Marketing, Research, Strategy, Social Media Marketing

Education
University of North Carolina at Wilmington   2010 — 2015
Bachelor of Science (BS), Business Administration- Economics and Finance. English Minor.

University of Hertfordshire   2012 — 2012
Internationl Studies and Managerial Accounting

Alexander Lutz Alexander Lutz Malvern, Pennsylvania Details
Alexander Lutz's Vanguard Experience August 2014 - Present
Job Treasury Analyst within the AFP Program at Vanguard
Industry Financial Services
Experience
Vanguard   August 2014 - Present
Vanguard   May 2013 - February 2014
Fischer Financial Services   June 2012 - January 2013

Education
University of Delaware - Lerner College of Business and Economics   2010 — 2014
Bachelor of Science in Finance, Finance

Moira DiSandro Moira DiSandro Ambler, Pennsylvania Details
Moira DiSandro's Vanguard Experience September 2014 - Present
Job Client Relationship Specialist at Vanguard
Industry Financial Services
Experience
Vanguard   September 2014 - Present
DiSandro & Malloy, P.C.   June 2006 - August 2014
Philadelphia Phillies  December 2012 - June 2014
Philadelphia Phillies  June 2013 - August 2013
Philadelphia Phillies  December 2010 - January 2013
The Islander   May 2009 - September 2010

Skills
Microsoft Excel, Public Speaking, Microsoft Office, Accounts Payable, Communication Skills, Public Relations, Event Management, Social Media Marketing, Marketing, Athletics, Event Planning, Ticket Sales, Social Media, Facebook, Microsoft Word, Sports Management, PowerPoint, Baseball, Sports, Sports Marketing, Fundraising, Time Management, Social Networking, Press Releases, Teamwork, Blogging

Education
Villanova University   2011 — 2014
Bachelor's Degree in Economics; Minor in Communication, Graduate

University of Delaware   2010 — 2011

Mount Saint Joseph Academy   2006 — 2010
High School Diploma

Greg Ruark Greg Ruark Greater Philadelphia Area Details
Greg Ruark's Vanguard Experience August 1993 - April 1994
Job Tax Compliance Accountant at Siemens
Industry Chemicals
Experience
Siemens  December 2012 - Present
Philadelphia Area Team Tennis Association   April 2010 - Present
Syngenta  April 2005 - August 2012
Wilmington Trust  June 1998 - March 2005
Matlack, Inc.   May 1996 - June 1998
Matlack, Inc.   May 1994 - April 1996
Vanguard   August 1993 - April 1994

Skills
Corptax, Corporate Tax, State Compliance, OneSource, Training & Development, ASC 740, FAS 109, SOX, State Audits, TaxStream, Hyperion, CCH, SAP, Checkpoint, BNA, Insource Express, Excel, Word, PowerPoint, Tax, Financial Reporting, Financial Planning, Federal Tax, Consolidated Returns, Consolidated Reporting, Vlookup, MS Excel Pivot Tables, State Politics, Tax Accounting, Tax Research, Income Tax, Accounting, Compliance, Process Improvement, Sarbanes-Oxley Act, IAS 12, IFRS, Meet Deadlines, Data Integration, Hyperion Enterprise, FAS 5, Tax Returns, State Tax, Finance, Forecasting, Microsoft Excel, Accounts Payable

Education
Widener University   2006 — 2010
Masters, Taxation, Financial Planning, GPA 3.495

University of Delaware - Lerner College of Business and Economics   1988 — 1993
Bachelor, Accounting

Glasgow High School   1985 — 1988
Diploma, Advanced / College Preparatory

Amy Nolan Amy Nolan Greater Philadelphia Area Details
Amy Nolan's Vanguard Experience April 2015 - Present
Job Chief of Staff Retail Investor Group
Industry Financial Services
Experience
Vanguard   April 2015 - Present
Vanguard   January 2015 - April 2015
Vanguard   July 2011 - January 2015
SEI  March 2004 - July 2011
PMG Systems  June 1998 - March 2004

Skills
Financial Modeling, Activity Based Costing, Decision Support, Return on Investment..., Customer Profitability, Financial Planning, Management, Project Management, Strategic Financial..., Strategy

Education
University of Delaware - Lerner College of Business and Economics   1994 — 1998
Bachelor of Science in Business Administration, Finance and Marketing

Cara McWilliams Cara McWilliams Greater Philadelphia Area Details
Cara McWilliams's Vanguard Experience January 2014 - Present
Job Enterprise Risk Manager at Vanguard
Industry Financial Services
Experience
Vanguard   January 2014 - Present
Vanguard   March 2013 - January 2014
Vanguard   June 2012 - March 2013
Vanguard   August 2011 - June 2012
Vanguard   June 2007 - August 2011
Vanguard   April 2002 - May 2007
PwC  September 1999 - April 2002

Skills
Internal Controls, Risk Management, Training & Development, Leadership Development, Process Improvement, Risk Assessment, Analysis, Leadership, Auditing, Enterprise Risk..., Internal Audit, Finance

Education
University of Delaware - Lerner College of Business and Economics   1995 — 1999
BS in Accounting, MIS Minor

John Forte John Forte Philadelphia, Pennsylvania Details
John Forte's Vanguard Experience February 2015 - Present
Job Fund Financial Analyst, Vanguard
Industry Financial Services
Experience
Vanguard   February 2015 - Present
Vanguard   February 2014 - February 2015
Figliozzi & Company, CPA's   June 2011 - January 2014
Merrill Lynch  2012 - 2013

Skills
Leadership, Finance, Microsoft Excel, Microsoft Office, Auditing, Equities, Economics, Financial Analysis, Financial Modeling, Eagle Scout, Bloomberg, Access, Portfolio Management, Visual Studio, Visual Basic, Strategic Financial..., Series 7, Series 63, Mutual Funds, ETFs, Client Relations Skills, Customer Service, Financial Planning

Education
University of Delaware - Lerner College of Business and Economics   2009 — 2013
Bachelor of Science (B.S.), Finance

Chaminade High School   2005 — 2009

Sarah Parmacek Sarah Parmacek New York, New York Details
Sarah Parmacek's Vanguard Experience April 2011 - June 2011
Job Associate Consultant at Bain & Company
Industry Management Consulting
Experience
Bain & Company  June 2014 - August 2014
Citi  June 2013 - August 2013
Vanguard   April 2011 - June 2011

Skills
Microsoft Office, Java, HTML, Financial Modeling, Teaching, Budgets, Nonprofits, Marketing, Leadership, Economics

Education
University of Pennsylvania

University of Pennsylvania - Huntsman Program   2011 — 2015
BS/BA, International Studies and Business, Summa Cum Laude

University of Havana   2013 — 2013

The Baldwin School   2000 — 2011

Peter Katz Peter Katz Greater Detroit Area Details
Peter Katz's Vanguard Experience 2006 - 2009
Job General Counsel at Duo Security
Industry Legal Services
Experience
Duo Security  January 2015 - Present
AlixPartners  January 2013 - January 2015
AlixPartners  April 2009 - January 2013
Vanguard   2006 - 2009
Pepper Hamilton LLP  2003 - 2006

Skills
Corporate Law, Corporate Governance, Licensing, Privacy Law, Contract Negotiation, FCPA, Legal Advice, Legal Compliance, Litigation Management, Internal Investigations

Education
University of Pennsylvania Law School   2000 — 2003
J.D., Law

University of Florida   1997 — 1999
B.S., Business Administration (Finance)

Travis Hornsby Travis Hornsby Greater Philadelphia Area Details
Travis Hornsby's Vanguard Experience September 2013 - June 2015
Job Blogger at Millennialmoola.com
Industry Investment Management
Experience
Millennialmoola.com   June 2015 - Present
Vanguard   September 2013 - June 2015
Vanguard   July 2012 - September 2013
University of Florida  September 2009 - May 2011
University of Florida  September 2009 - May 2011

Skills
Economics, Data Analysis, Quantitative Analytics, R, Statistics, Portfolio Management, Spanish, Statistical Analysis,..., Regression Analysis, Statistical Finance, Project Management, Bloomberg Terminal, Mutual Funds, Travel Planning, Personal Finance, Tutoring, Fixed Income Portfolio..., Municipal Bonds, VBA, Research, Public Speaking

Education
University of Florida   2008 — 2012
BS, BA, Statistics, Economics, Summa Cum Laude

Pensacola High School   2004 — 2008
International Baccalaureate Diploma, Valedictorian

Sara McCartan Sara McCartan Greater Philadelphia Area Details
Sara McCartan's Vanguard Experience March 2015 - Present
Job Cost Basis Business Technology at Vanguard
Industry Investment Management
Experience
Vanguard   March 2015 - Present
Vanguard   September 2011 - March 2015

Skills
Mutual Funds, Investments, Finance, Retirement, Accounting, Securities, Bloomberg, Equities, Fixed Income, Financial Services, Asset Management, ETFs, Mergers & Acquisitions, Series 7

Education
Widener University
Master of Science (MS), Taxation & Financial Planning

University of Delaware - Lerner College of Business and Economics
BS, Economics, Management Information Systems

Alexis Morath Alexis Morath Greater Chicago Area Details
Alexis Morath's Vanguard Experience May 2012 - August 2012
Job Human Capital Consultant at Deloitte
Industry Management Consulting
Experience
Deloitte  August 2015 - Present
Deloitte  June 2014 - August 2015
Deloitte & Touche, LLP   August 2013 - June 2014
Howden North America Inc.  January 2013 - August 2013
5-hour ENERGY  August 2012 - May 2013
Vanguard   May 2012 - August 2012
Forum 2000 Foundation   March 2012 - June 2012
Sageworks, Inc.   May 2011 - January 2012
University of South Carolina  January 2011 - June 2011
Rent The Runway  August 2010 - December 2010

Skills
Microsoft Office, Sales, Financial Services, PowerPoint, Microsoft Excel, Customer Service, Event Planning, Public Speaking, Marketing, Social Media Marketing, Public Relations, Social Networking, Leadership, Marketing Strategy, Recruiting, Business Development, Advertising, Training, Market Research

Education
University of South Carolina - The Moore School of Business   2009 — 2013
B.S. Business Administration, Major: Finance & Marketing, Minor: Economics, 3.88/4.0

Vysoká škola ekonomická v Praze   2012 — 2012
Bachelor of Business Administration (BBA), Economics

Jared Burgan Jared Burgan Greater Philadelphia Area Details
Jared Burgan's Vanguard Experience April 2014 - Present
Job Investment Professional at Vanguard
Industry Retail
Experience
Vanguard   April 2014 - Present
United States Army Reserve  December 2005 - Present
The Gap, Inc.   September 2007 - August 2013

Skills
Customer Service, Microsoft Office, Leadership, Microsoft Excel, Microsoft Word, Research, CRM

Education
University of Delaware

University of Delaware

Bryan Port Bryan Port Collegeville, Pennsylvania Details
Bryan Port's Vanguard Experience June 2013 - October 2014
Job Real Estate Agent at Berkshire Hathaway HomeServices Fox & Roach, Realtors
Industry Real Estate
Experience
Berkshire Hathaway HomeServices Fox & Roach, Realtors   January 2015 - Present
Vanguard   June 2013 - October 2014
RiverCrest Golf Club and Preserve   August 2007 - May 2013
ING Financial Partners  January 2012 - May 2012
Nike Factory Store  October 2007 - April 2008

Skills
PowerPoint, Customer Service, Microsoft Excel, Microsoft Office, Sales, Microsoft Word, Marketing, Research, Event Planning, Time Management

Education
University of Delaware - Lerner College of Business and Economics   2010 — 2012
Bachelor of Science (B.S.), Economics

Perkiomen Valley High School   2004 — 2008

Allie Burton Allie Burton United States Details
Allie Burton's Vanguard Experience July 2014 - Present
Job Vanguard Accelerated Development Program
Industry Investment Management
Experience
Vanguard   July 2014 - Present
UBS  June 2013 - August 2013

Education
University of Delaware - Lerner College of Business and Economics   2010 — 2014

Joshua Bowker, CFP® Joshua Bowker, CFP® Scottsdale, Arizona Details
Joshua Bowker, CFP®'s Vanguard Experience October 2010 - October 2014
Job Senior Financial Planner at LearnVest
Industry Financial Services
Experience
LearnVest  October 2014 - Present
Vanguard   October 2010 - October 2014

Skills
Finance, Portfolio Management, Confined Space Rescue, Financial Analysis, Financial Modeling, Investments, Investment Strategies, Financial Planning, Retirement, Series 63, Retirement Planning, Series 7

Education
University of Idaho

Eric Bambach Eric Bambach Greater Philadelphia Area Details
Eric Bambach's Vanguard Experience May 2013 - August 2013
Job Business Development Analyst at Colabination
Industry Retail
Experience
Colabination  July 2015 - Present
Macy's  January 2015 - July 2015
Macy's  August 2014 - January 2015
J.P. Morgan   January 2014 - June 2014
Reybold Group   September 2013 - December 2013
Vanguard   May 2013 - August 2013
Hertz  June 2012 - June 2013

Skills
Customer Service, Cash Handling, PowerPoint, Word, Excel, Android, Media Services, Microsoft Word, Microsoft Excel, Employee Relations, Marketing, Leadership, Cash Flow, Management, Advertising, Event Planning, Sales, Microsoft Office, Time Management, Social Media, Teamwork, Public Speaking, Social Networking

Education
University of Delaware   2010 — 2014
Bachelor of Science (B.S.), Marketing

Monsignor Bonner High School   2006 — 2010
High School Diploma

Mary Hillas Mary Hillas Princeton, New Jersey Details
Mary Hillas's Vanguard Experience October 2013 - Present
Job Retail Services Client Specialist at Vanguard
Industry Restaurants
Experience
Vanguard   October 2013 - Present
Teresa Caffe   April 2012 - April 2013
Jane  August 2012 - November 2012
The Pennington School  March 2012 - May 2012
Colorado Environmental Coalition  June 2011 - August 2011
TerraCycle  June 2010 - August 2010

Skills
Communication, Research, Corporate Social..., PowerPoint, Problem Solving, Public Relations, Organizational..., Relocation, Travel, Customer Service, Newsletters, Sales

Education
University of Delaware   2009 — 2012
Bachelor of Arts (B.A.), Sociology

University of Denver   2007 — 2009

Kyle Spagnoli Kyle Spagnoli Raleigh-Durham, North Carolina Area Details
Kyle Spagnoli's Vanguard Experience May 2006 - August 2006
Job Software Engineer at NVIDIA
Industry Computer Hardware
Experience
NVIDIA  May 2013 - Present
EM Photonics, Inc  May 2007 - May 2013
Vanguard   May 2006 - August 2006

Skills
C, C++, Matlab, Algorithms, VHDL, Embedded Systems, CUDA, GPGPU, OpenGL, OpenCL, High Performance...

Education
University of Delaware   2006 — 2008
Master of Electrical Engineering

University of Delaware   2002 — 2006
Honors Bachelor of Computer Engineering, Computer Engineering

N. Christopher Griffiths N. Christopher Griffiths Greater Philadelphia Area Details
N. Christopher Griffiths's Vanguard Experience 2002 - 2003
Job Litigator at Connolly Gallagher LLP
Industry Legal Services
Experience
Connolly Gallagher LLP  2012 - Present
Connolly Bove Lodge & Hutz LLP  2007 - 2012
United States Bankruptcy Court for the District of Delaware  2006 - 2006
Delaware Office of the Attorney General   2005 - 2005
Wilmington Trust  2003 - 2005
Vanguard   2002 - 2003

Skills
Bankruptcy, Commercial Litigation, Courts, Trusts, Estate Planning, Legal Research, Litigation, Corporate Law, Corporate Governance, Civil Litigation, Due Diligence, Insurance, Legal Writing, Intellectual Property, Trade Secrets, Arbitration, Family Law, Westlaw

Education
Villanova University School of Law   2005 — 2008

University of Delaware   1998 — 2002
BS, Finance, Economics, and Management Information Systems

Cliffton Goh Cliffton Goh Greater Atlanta Area Details
Cliffton Goh's Vanguard Experience May 2009 - April 2011
Job Manager
Industry Computer Software
Experience
Accenture  April 2011 - Present
Vanguard   May 2009 - April 2011

Skills
Java, REST, SOA, Spring, MVC Architecture, Architecture, MongoDB, Performance Testing, JUnit, Tomcat, Eclipse, Agile Methodologies

Education
University of Florida   2006 — 2009
Bachelor of Science, Computer Software Engineering

Gregory N. Payne, Jr. Gregory N. Payne, Jr. Greater Atlanta Area Details
Gregory N. Payne, Jr.'s Vanguard Experience December 2007 - May 2010
Job Building marketing strategy through analytics
Industry Marketing and Advertising
Experience
The Colography Group  February 2015 - Present
Randstad USA  August 2014 - December 2014
Choice Business Solutions   November 2013 - August 2014
University of Georgia  August 2012 - May 2013
UPS  May 2012 - August 2012
University of Georgia  September 2011 - May 2012
Vanguard   December 2007 - May 2010
Vanguard   October 2006 - December 2007

Skills
Leadership, Marketing, CRM, Project Management, Financial Modeling, Analytics, Business Strategy, Process Improvement, Data Analysis, Social Media Marketing, Market Research, Financial Analysis, Management, Marketing Strategy, Competitive Analysis, Business Development, Channel Management, Employee Training, New Product Development, Written & Oral..., Supply Chain Management, Investments, Product Development

Education
University of Georgia - Terry College of Business   2011 — 2013
MBA, Corporate Marketing

University of Pennsylvania - The Wharton School   2002 — 2006
BS, Economics

The Westminster Schools   1998 — 2002

Ondraya Brancato Ondraya Brancato Greater Philadelphia Area Details
Ondraya Brancato's Vanguard Experience June 2011 - Present
Job Corporate Financial Services Vanguard
Industry Financial Services
Experience
Vanguard   June 2011 - Present
Sunrise Senior Living  April 2008 - January 2011
Marriott  May 2007 - April 2008
Marriott International  2005 - 2007
Philadelphia Airport Marriott  2002 - 2004
Westfields Marriott  2000 - 2002

Skills
Financial Modeling, Budgeting, Accounting, Strategic Planning, Business Planning, Hyperion, Financial Analysis, Forecasting, Financial Reporting, Corporate Finance, Asset Management, PeopleSoft, Due Diligence, Compliance, P&L, Contract Negotiations, Excel, Team Building, Real Estate, Competitive Analysis, Process Improvement, Market Analysis, Capital Budgeting, Hospitality, Portfolio Management, Strategic Financial..., Strategy, Budgets, Finance, Analysis, Leadership, Asset Managment, Sarbanes-Oxley Act, Management, Contract Negotiation, Auditing, Cross-functional Team..., Income Statement, Business Strategy, Cash Flow, Microsoft Excel, Hyperion Enterprise, Internal Controls, Business Process..., Valuation

Education
University of Delaware - Lerner College of Business and Economics   1996 — 2000
BSBA, Finance & Management

Radnor High School   1992 — 1996

Jennifer Ranoia Jennifer Ranoia Greater Philadelphia Area Details
Jennifer Ranoia's Vanguard Experience 2001 - 2003
Job Paralegal at GlaxoSmithKline
Industry Law Practice
Experience
GlaxoSmithKline  March 2014 - Present
DLA Piper LLP  January 2012 - March 2014
Elemica, Inc.   2010 - 2011
Dechert LLP  July 2007 - July 2010
Thomas Jefferson University Hospital  2007 - 2007
Morgan, Lewis & Bockius LLP   2005 - 2007
Vanguard   2001 - 2003

Skills
Westlaw, Legal Research, Securities, Securities Regulation, Litigation, Legal Writing, Intellectual Property, Bankruptcy, Civil Litigation, Legal Assistance

Education
Villanova University   2004 — 2005
Paralegal Certification, Law

University of Delaware   1997 — 2001
Bachelor of Science, Finance

Julie Pfaff Julie Pfaff West Chester, Pennsylvania Details
Julie Pfaff's Vanguard Experience January 1998 - August 2001
Job Professor at West Chester University
Industry Higher Education
Experience
West Chester University of Pennsylvania  August 2003 - Present
Presby's Inspired Life  October 2010 - February 2013
Gawthrop Greenwood, P.C.   December 2006 - January 2010
Schnader Harrison Segal & Lewis LLP  September 2005 - October 2006
U.S. District Court for the Eastern District of Pennsylvania   August 2004 - August 2005
Vanguard   January 1998 - August 2001

Skills
Job interview/resume..., Public Speaking, Environmental law, Environmental Law, Legal Research, Civil Litigation, Trials, Corporate Law, Legal Issues, Management, Commercial Litigation, Courts, Research, Hearings, Legal Writing, Litigation, Leadership

Education
Villanova School of Law   2001 — 2004
J.D

University of Delaware   1995 — 1996
B.A, Communications

West Chester University of Pennsylvania
MA, Communication Studies

Rick Harman Rick Harman Wilmington, Delaware Details
Rick Harman's Vanguard Experience September 2008 - 2010
Job VP, Head of Human Resources at SevOne
Industry Human Resources
Experience
SevOne  June 2015 - Present
Acute Consulting, LLC   March 2015 - Present
Capital One  September 2011 - March 2015
Radian  2010 - 2011
Vanguard   September 2008 - 2010
Wilmington Trust Company  2005 - 2008
JPMorgan Chase  2003 - 2005
Computer Sciences Corporation  2000 - 2003
J.P. Morgan   1998 - 2000
J.P. Morgan   1998 - 1998

Skills
Executive Pay, Deferred Compensation, HRIS, Incentive Programs, Employee Benefits, Talent Management, Employee Relations, Performance Management, Succession Planning, Human Resources, Talent Acquisition, Employee Engagement, Job Analysis, Management, Strategy, Leadership, Organizational..., Financial Services, Executive Management, Analysis, Change Management, Process Improvement, HR Consulting

Education
University of Delaware
Bachelor of Arts (B.A.), Political Science and Government

University of Virginia Darden School of Business
Executive Education, Strategic Decision Making

Villanova University
Human Resources Management - Certificate

Casey McCarthy Casey McCarthy Greater Philadelphia Area Details
Casey McCarthy's Vanguard Experience June 2013 - February 2014
Job Student at University of Delaware Lerner College of Business and Economics
Industry Marketing and Advertising
Experience
University of Delaware  February 2012 - Present
Vanguard   June 2013 - February 2014
White House Black Market  May 2012 - February 2013

Skills
Microsoft Office, Social Media, Customer Service, Teamwork, HTML, Databases, Organization, Facebook, Macintosh Applications, Business Etiquette, Customer Relations, SPSS, Trained Student Mentor, Microsoft Excel

Education
University of Delaware - Lerner College of Business and Economics   2011 — 2015
Bachelor of Science

Downingtown East High School   2007 — 2011
High School Diploma

Bryan Travis Bryan Travis Greater Philadelphia Area Details
Bryan Travis's Vanguard Experience October 2013 - Present
Job Brand Strategist at Vanguard
Industry Financial Services
Experience
Vanguard   October 2013 - Present
21st Century Insurance (Farmers Insurance)   January 2009 - October 2013
Collegiate Effies   2011 - 2013
AIG (AIG Direct)   September 2006 - December 2008
GEICO  December 1999 - September 2006

Skills
Digital Marketing, Market Research, Analytics, Marketing Strategy, Web Analytics, Segmentation, Online Advertising, Product Management, Marketing Research, Brand Development, Advertising, Data Analysis, Customer Insight, Marketing, Strategy

Education
University of Maryland - Robert H. Smith School of Business   2003 — 2006
MBA, Management & Organization, Marketing

University of Delaware - Lerner College of Business and Economics   1990 — 1998
BSBA, Operations Management, Finance, Economics

Daniel Weinerman Daniel Weinerman Greater New York City Area Details
Daniel Weinerman's Vanguard Experience 2004 - 2007
Job Vice President, Corporate Accounts at Strategic Insight
Industry Financial Services
Experience
Strategic Insight  February 2007 - Present
vanguard   2004 - 2007
The Vanguard Group  November 2004 - December 2006

Education
University of Florida   2000 — 2004
Bachelors of Science, Marketing and Business Administration

University of Florida - Warrington College of Business Administration   2000 — 2004

Brian Dvorak Brian Dvorak Greater Philadelphia Area Details
Brian Dvorak's Vanguard Experience December 2013 - Present
Job Principal, The Vanguard Group, Inc.
Industry Investment Management
Experience
Vanguard   December 2013 - Present

Skills
Mutual Funds, Fixed Income, Asset Management, Equities, Securities, Investments, Alternative Investments, Hedge Funds, Bloomberg, Capital Markets

Education
University of Denver - Sturm College of Law   2007 — 2011
JD

University of Colorado   2002 — 2004
MBA, Finance

University of Colorado   1991 — 1995
BA, Political Science

Jessie Heckman Jessie Heckman Greater Philadelphia Area Details
Jessie Heckman's Vanguard Experience November 2012 - Present
Job International Project Intern at Vanguard
Industry Nonprofit Organization Management
Experience
Vanguard   November 2012 - Present
Vanguard   May 2012 - Present
Vanguard   January 2012 - May 2012
Vanguard   May 2011 - January 2012
Randstad  November 2010 - April 2011
AIDS Fund  July 2010 - November 2010
AIDS Fund  June 2010 - November 2010
Private Family  September 2008 - May 2010
French Embassy English Assistant Program   October 2008 - April 2009
Northwestern Mutual Financial Network  May 2006 - January 2008

Skills
Microsoft Office, Customer Service, PowerPoint, Microsoft Excel, Social Media, Public Relations, Strategic Planning, Account Management, Insurance, Editing, Microsoft Word, Outlook, Economics, Public Speaking, Facebook, Event Planning, Teamwork, Research, Access, Analysis, Adobe Creative Suite, iMovie, SharePoint, Project Management

Education
University of Delaware - Lerner College of Business and Economics   2003 — 2008
BS Finance, International Business

University of Delaware   2003 — 2007
Bachelor of Arts, French Literature

Abby Magen Abby Magen Greater Chicago Area Details
Abby Magen's Vanguard Experience June 2005 - December 2006
Job Product Manager, Wealth Forecasting Engine at Morningstar
Industry Financial Services
Experience
Morningstar  September 2015 - Present
Morningstar, Inc.   August 2013 - September 2015
Morningstar, Inc.   February 2008 - August 2013
Morningstar, Inc.   January 2007 - February 2008
Vanguard   June 2005 - December 2006
ING DIRECT  April 2004 - May 2005

Skills
Indexing, Scrum, ETFs, Product Management, Investment Research, Asset Management, Equities, Alternative Investments, Financial Risk, Fixed Income, Mutual Funds, Financial Services, Portfolio Management, Investment Management, Finance, Wealth Management, Investment Strategies, Investment Advisory, Hedge Funds, Financial Modeling

Education
University of Delaware - Lerner College of Business and Economics   2001 — 2005
Bachelor of Science (B.S.), Finance, General

Kristen Jennings Kristen Jennings Greater Philadelphia Area Details
Kristen Jennings's Vanguard Experience 1991 - 2000
Job Business Systems Analyst at Vertex Inc.
Industry Financial Services
Experience
Vertex Inc.  December 2012 - Present
The Judge Group  November 2004 - November 2012
SEI Investments  November 2004 - November 2012
Cadient Group  April 2004 - October 2004
Sanchez Computer Associates  April 2000 - April 2004
The Vanguard Group  1991 - 2000
Vanguard   1991 - 2000

Skills
Financial Services, Requirements Gathering, Business Analysis, Software Project..., Requirements Analysis, Process Improvement, SDLC, Business Requirements, Business Process..., Vendor Management, Enterprise Software, User Acceptance Testing, Business Process, Visio

Education
University of Delaware   1988 — 1991
Bachelor of Science (B.S.), Finance, General

Conestoga HIgh School   1982 — 1986
High School

Heather McClain Heather McClain Phoenix, Arizona Area Details
Heather McClain's Vanguard Experience August 2014 - Present
Job at
Industry Financial Services
Experience
Vanguard   August 2014 - Present
LearnVest, Inc.   December 2013 - August 2014
USAA  January 2003 - December 2013

Skills
Financial Planning, Retirement Planning, Investments, Insurance, Retirement, Wealth Management, Series 7, Annuities, Mutual Funds, Financial Advisory, Investment Advisory, Asset Allocation, Retirement Income..., Series 63, Personal Financial..., Investment Strategies, IRAs, Series 65, 401k, Certified Financial..., Estate Planning, 401k Rollovers, Personal Finance, College Savings Plans, Roth IRA

Education
University of Phoenix   1999 — 2002
MBA, Global Management

University of Hawaii at Manoa   1989 — 1993
BA, Liberal Studies

Richard F. Uphoff Richard F. Uphoff Scottsdale, Arizona Details
Richard F. Uphoff's Vanguard Experience October 2015 - Present
Job Manager at Vanguard
Industry Financial Services
Experience
Vanguard   October 2015 - Present
Capital Group Companies  1993 - June 2015
ASQ  2008 - 2015

Skills
Process Improvement, Leadership, Management, Financial Services, Analysis, Business Process..., Project Management, Customer Service, Risk Management, Mutual Funds, Business Analysis, Program Management, Performance Management, Strategic Planning, Vendor Management, Change Management, Quality Assurance, Team Building, Coaching, Strategy, Team Leadership, Call Centers, Training, Operations Management, Data Analysis, Talent Management, Organizational..., Microsoft Excel, Relationship Management, Software Documentation, Leadership Development, Management Consulting, SDLC, Asset Management, Six Sigma, Visio, Human Resources, management consul

Education
University of Illinois at Chicago   1986 — 1991
Bachelor of Arts (B.A.), Philosophy

University of Illinois at Chicago   1986 — 1991
Bachelor of Arts (B.A.), English Language and Literature/Letters

Dustin Greene Dustin Greene Greater Philadelphia Area Details
Dustin Greene's Vanguard Experience 2007 - 2010
Job Corporate Actions Specialist at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group  February 2010 - Present
Vanguard   2007 - 2010
Vanguard   2006 - 2007
Primerica  January 2006 - May 2006

Skills
Series 63, Bloomberg, Series 7, Microsoft Excel, Access, Outlook, PowerPoint, Microsoft Office, FINRA, Bloomberg Terminal, Mutual Funds, Cognos, Lotus Notes, Equities, Microsoft Word, DTC, Financial Services, Securities, Investments, SnagIt, NICE Call Recording, Thomson One Analytics

Education
University of Delaware - Lerner College of Business and Economics   2002 — 2006
Bachelor of Science (B.S.), Finance, General

Southampton High School   1998 — 2002

Dave Weidman Dave Weidman Greater Philadelphia Area Details
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

Jennifer G. Young Jennifer G. Young Greater Philadelphia Area Details
Jennifer G. Young's Vanguard Experience July 2015 - Present
Job Corporate Marketing Vendor Management Office Manager
Industry Financial Services
Experience
Vanguard   July 2015 - Present

Skills
Vendor Management, Vendor Relations, Vendor Finance, Contract Negotiation, Project Planning, Project Coordination, Project Implementation, Risk Management, Change Management, Corporate Treasury, Treasury Functions, Treasury Systems, Cash Management, Cash Flow Forecasting, Budget Management, Budget Development, Budget Tracking, Budget Oversight, Policy Writing, Microsoft Office, Lotus Notes, Treasury Management, Business Analysis, Strategic Financial..., Financial Modeling, Financial Reporting, Banking, Management, Budgets, Project Management, Analysis, Forecasting, Process Improvement, Leadership, Financial Analysis, Treasury, Sarbanes-Oxley Act, Business Process..., Financial Services, Accounting

Education
Villanova University   1996 — 2000
Masters of Business Administration, General

University of Delaware - Lerner College of Business and Economics   1987 — 1991
Bachelors of Science, Accounting

Robert Schwabe Robert Schwabe Greater Philadelphia Area Details
Robert Schwabe's Vanguard Experience April 2007 - January 2008
Job Senior Technical Writer at Invidi Technologies
Industry Writing and Editing
Experience
Invidi Technologies  May 2011 - Present
Philadelphia Gas Works  November 2010 - May 2011
The Hackett Group  September 2010 - November 2010
CommVault  May 2010 - August 2010
Philadelphia Gas Works  March 2009 - May 2010
ADP  October 2008 - February 2009
Siemens  May 2008 - September 2008
Tangible Value  February 2008 - April 2008
Vanguard   April 2007 - January 2008
Vanguard Financial   2007 - 2008

Skills
Software Documentation, Instructional Design, Manuals, Business Analysis, Technical Writing, Online Help, Visio, Analysis, Technical Documentation, User Interface Design, Content Management, FrameMaker, Technical Communication

Education
University of Delaware   1989 — 1993

Dana Moosburner Dana Moosburner Greater Philadelphia Area Details
Dana Moosburner's Vanguard Experience October 2012 - October 2013
Job Production Support Analyst at eBay Enterprise
Industry Financial Services
Experience
eBay Enterprise  October 2013 - Present
Vanguard   October 2012 - October 2013
Vanguard   May 2012 - October 2012
The Vanguard Group  July 2010 - July 2012
Vanguard   July 2008 - June 2010

Skills
Relationship Management, Microsoft Excel, Project Management

Education
University of Delaware - Lerner College of Business and Economics   2004 — 2008
Bachelor of Science (B.S.), Finance, General

Jacob Aruldhas Jacob Aruldhas Greater New York City Area Details
Jacob Aruldhas's Vanguard Experience 2003 - 2004
Job CEO at ECS Financials
Industry Information Technology and Services
Experience
Columbia University  2012 - Present
SWIFT  2007 - Present
ECS Financials   2005 - Present
Vanguard   2003 - 2004
Franklin Templeton Investments  2002 - 2003
Fiduciary Trust   2001 - 2002
Deutsche Bank  1999 - 2001
Chase  1999 - 1999
HSBC  1997 - 1999

Skills
Integration, EAI, SWIFT payments, Enterprise Architecture, WebSphere MQ, SOA, SDLC, Middleware

Education
University of Florida   1991 — 1994
PhD, Engineering

University of Kerala   1990 — 1991
Master of Science (MS), Engineering

University of Kerala   1983 — 1988
Bachelor of Science (BS), Engineering

Elfi Martinez Elfi Martinez Greater Philadelphia Area Details
Elfi Martinez's Vanguard Experience September 2011 - April 2015
Job Graduate Fellow at Education Pioneers
Industry Financial Services
Experience
Education Pioneers  June 2015 - Present
Vanguard   September 2011 - April 2015
NSHMBA Philadelphia   2014 - March 2015
Coqui Consulting   July 2005 - November 2010
Bank of New York  June 2004 - September 2004
Bank of New York  October 2002 - May 2004
Bank of New York  August 2001 - September 2002
John Hancock Financial Services  February 1997 - August 1999

Skills
Organizational..., Investments, Portfolio Management, Organizational..., Valuation, Leadership Development, Diversity & Inclusion, Financial Analysis, Equities, Executive Coaching, Finance, Culture Change, Financial Modeling, Change Management, Series 7, Due Diligence, Strategic Planning, Coaching, Workshop Facilitation, Fixed Income, Program Management, Organizational Design, Leadership, Corporate Finance, Entrepreneurship, Bonds, Investment Strategies, Capital Markets, 360 Feedback, Asset Managment, Strategy, Succession Planning, Management Consulting, Team Building, Hedge Funds, Analysis, Emerging Markets, Accounting, Banking, Mergers, Recruiting, Credit Analysis, Credit, Risk Management, Interviews, Non-profits, Business Strategy, Talent Management, Performance Improvement, Financial Services

Education
Gestalt Center for Organization and Systems Development   2006 — 2008
Certificate, Organizational and Systems Development Program

NTL Institute   2005 — 2006
Certificate, Diversity Practitioner Certificate Program

University of Rochester - William E. Simon Graduate School of Business Administration   1999 — 2001
MBA, Corporate Finance & Corporate Accounting

University of Florida   1992 — 1996
Bachelor of Science in Business Administration, Marketing

Margaret Fisher Margaret Fisher Greater Philadelphia Area Details
Margaret Fisher's Vanguard Experience February 2010 - Present
Job Corporate Governance Senior Analyst at Vanguard
Industry Financial Services
Experience
Vanguard   February 2010 - Present
The Vanguard Group  March 2004 - February 2010
The Vanguard Group  January 2003 - March 2004
The Vanguard Group  January 2002 - January 2003
The Vanguard Group  April 2001 - January 2002
The Vanguard Group  August 1999 - April 2001

Skills
Cash Management, Finance

Education
University of Delaware - Lerner College of Business and Economics   1995 — 1999
BSBA, Major in Finance, Minor in International Business and Minor in Econimics

Sharon Tyler Sharon Tyler Greater Philadelphia Area Details
Sharon Tyler's Vanguard Experience January 2013 - Present
Job Sales Manager at The Vanguard Group
Industry Financial Services
Experience
Vanguard   January 2013 - Present
The Vangurd Group   March 2012 - February 2013
Vanguard   January 2010 - March 2012
Vanguard   November 2009 - December 2010
Vanguard   March 2009 - November 2009
Vanguard   July 2007 - December 2008
Vanguard   November 2006 - July 2007
Vanguard   November 2006 - April 2007
MBNA  January 2005 - April 2006
MBNA  January 2005 - April 2006

Skills
Resource Allocation, Operational Efficiency, Risk, Call Center, Process Improvement, Customer Relations, Pricing, Series 7, Six Sigma, Customer Service, Performance Management, Banking, Operations Management, Team Building, Change Management, Strategic Planning, Series 6, Series 63, Investments, Mutual Funds, Leadership, Credit Cards, Call Centers, Financial Risk, CRM, Financial Services, Retirement, 401k, Management, Training, Program Management

Education
Wilmington College   2012 — 2014
Master of Science (MS), Public Administration

Villanova University   2007 — 2007
Greenbelt Certificate, Six Sigma

Villanova University   2006 — 2006
Certificate, Six Sigma - Green Belt

University of Delaware   1989 — 1993
BA, Psychology

University of Delaware   1989 — 1991
Bachelor of Arts and Science, Psychology

Delaware Technical Community College   1986 — 1988
Associates of Arts and Science, Human Service

Ryan A. MacArthur, CIMA® Ryan A. MacArthur, CIMA® Greater Philadelphia Area Details
Ryan A. MacArthur, CIMA®'s Vanguard Experience November 2013 - Present
Job Head of Institutional Offer Governance at Vanguard
Industry Financial Services
Experience
Vanguard   November 2013 - Present
Vanguard   June 2012 - November 2013
Vanguard   April 2008 - June 2012
Vanguard   December 2003 - April 2008
Vanguard   June 2001 - December 2003
Vanguard   June 1997 - June 2001

Skills
Leadership, Business Strategy, Relationship Management, Investment Strategies, Asset Allocation, Mutual Funds, Financial Modeling, Financial Analysis, Series 6, Series 63, CIMA®, Investments, Finance, CRM, Corporate Finance, Management

Education
Villanova University   2000 — 2002
MBA, Finance

University of Delaware   1993 — 1997
BSBA, Finance & Marketing

Steve Groener Steve Groener Greater Philadelphia Area Details
Steve Groener's Vanguard Experience 1989 - 2007
Job Operations PMO at SEI
Industry Financial Services
Experience
SEI  March 2009 - Present
SEI  February 2008 - February 2009
The Vanguard Group  February 1989 - February 2008
Vanguard   1989 - 2007

Skills
Business Analysis, Financial Services, Investments, Management, Mutual Funds, Process Improvement, Relationship Management, SDLC, Software Project..., Vendor Management, Requirements Analysis, Project Management, Asset Management

Education
University of Delaware   1984 — 1988
BS, Business Management

Louise Limentani Louise Limentani Charlotte, North Carolina Area Details
Louise Limentani's Vanguard Experience 2000 - 2004
Job Human Resources Professional
Industry Human Resources
Experience
Premier Alliance  February 2010 - Present
The Employers Association  September 2008 - December 2009
The Vanguard Group  2000 - 2004
Vanguard   2000 - 2004
Osprey Systems  1995 - 2000
Osprey Systems  1995 - 2000

Skills
Employee Relations, Interviews, Recruiting, Internet Recruiting, Performance Management, Talent Management, Talent Acquisition, Change Management, Organizational..., HRIS, Benefits Administration, Human Resources, Technical Recruiting, Employee Benefits, Onboarding, Applicant Tracking..., College Recruiting, Employee Engagement, Benefits Negotiation, Sourcing, Contract Recruitment, Executive Search, New Hire Orientations, Screening

Education
University of Hartford
B.A., Psychology

Liz W. Vaughn Liz W. Vaughn Valley Forge, Pennsylvania Details
Liz W. Vaughn's Vanguard Experience August 2012 - Present
Job Tax Manager at Vanguard
Industry Accounting
Experience
Vanguard   August 2012 - Present
PwC  October 2007 - August 2012
PwC  May 2010 - November 2010
Ernst & Young  June 2006 - October 2007
Ernst & Young  June 2005 - August 2005
Ernst & Young  June 2004 - August 2004

Skills
Auditing, US GAAP, CPA, SEC filings, Internal Controls, Tax, Mergers & Acquisitions, Accounting, GAAP, Financial Accounting, Financial Reporting, Corporate Tax, External Audit

Education
University of Delaware   2002 — 2006
BS, Economics, Accounting

University of Delaware - Lerner College of Business and Economics   2002 — 2006
Bachelor of Science, Accounting, Economics

Matthew Lugar, QKA Matthew Lugar, QKA Greater Philadelphia Area Details
Matthew Lugar, QKA's Vanguard Experience February 2014 - Present
Job Corporate Strategy Analyst at Vanguard
Industry Financial Services
Experience
Vanguard   February 2014 - Present
The Vanguard Group  May 2011 - January 2014
Vanguard   January 2009 - May 2011
Vanguard   September 2006 - December 2008
Vanguard   June 2005 - August 2006
Vanguard   October 2004 - July 2005

Skills
Mutual Funds, Investments, Series 63, Series 6, Equities, 401k, Financial Services, Retirement, Asset Allocation, Retirement Planning, Relationship Management, Finance, Process Improvement

Education
Villanova University   2013 — 2015
Master of Business Administration (MBA), Finance

University of Delaware - Lerner College of Business and Economics   2001 — 2004
BS, Finance and Economics

Randall Lambert Randall Lambert Greater Philadelphia Area Details
Randall Lambert's Vanguard Experience 2000 - 2002
Job Sr. Tax Unit Manager at BNY Mellon Asset Servicing
Industry Financial Services
Experience
BNY Mellon Asset Servicing  2004 - Present
DuPont  2002 - 2004
Vanguard   2000 - 2002
PwC  1997 - 2000
Master, Sidlow & Assoiates, P. A.   1994 - 1997

Skills
Tax, Corporate Tax, Tax Research, Tax Accounting, Income Tax, CPA, Tax Preparation

Education
Widener University   2000 — 2003
M.S., Taxation

University of Delaware   1989 — 1994
B.S., Accounting

Judie Schultz Judie Schultz Greater Philadelphia Area Details
Judie Schultz's Vanguard Experience August 2010 - May 2014
Job Project Manager at WHYY
Industry Financial Services
Experience
WHYY  May 2014 - Present
Vanguard   August 2010 - May 2014
Self-employed  2001 - 2010
Community Foundation of South Jersey   2009 - 2009
Celebration Theater of Lansdowne   2003 - 2006
West Publishing Company  1987 - 1994

Skills
Nonprofits, Fundraising, Event Planning, Public Speaking, Editing, PeopleSoft, Social Media, Research, Budgets, Customer Service, Non-profits, Microsoft Office, Social Media Marketing, Blogging, Public Relations, Marketing, Volunteer Management, Newsletters, Community Outreach, Event Management, Grants, Writing, Theatre, Creative Writing, Proofreading, Social Networking, Copy Editing, Customer Relations, Administrative Support, Compliance, Lotus Notes, Documentation, Social Media Blogging

Education
University of Delaware   1980 — 1984
Bachelor of Arts, Criminal Justice, Political Science, cum laude

Shirley Peters Shirley Peters Greater Philadelphia Area Details
Shirley Peters's Vanguard Experience November 1999 - Present
Job Computer Geek at Vanguard
Industry Financial Services
Experience
Vanguard   November 1999 - Present
Nemours  1988 - 1998

Skills
Computer Science, Unix Shell Scripting, Unix, Violin, Singing, vi (the text editor), Windows

Education
University of Delaware   1980 — 1992
many, Computer Science, Music

Matt Blatz Matt Blatz Greater New York City Area Details
Matt Blatz's Vanguard Experience October 2006 - September 2007
Job Relationship Partner at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  April 2013 - Present
Merrill Lynch  September 2007 - April 2013
Vanguard   October 2006 - September 2007

Skills
Series 7, Series 63, Bloomberg, Mutual Funds, Fixed Income, Equities, Securities, Asset Allocation, Investments, FINRA, Derivatives, Portfolio Management, Financial Markets

Education
University of Delaware   2002 — 2006
Bachelor of Science - Finance, Finance, Economics

East Brunswick High School   1998 — 2002
General Studies w/ AP Credits, Biology, General

Julia Rafferty Julia Rafferty Greater Philadelphia Area Details
Julia Rafferty's Vanguard Experience July 2009 - January 2012
Job Sr. Product Manager, Communications & Data Services at Comcast
Industry Telecommunications
Experience
Comcast  March 2015 - Present
Comcast  February 2013 - March 2015
Comcast Spotlight  January 2012 - February 2013
Vanguard   July 2009 - January 2012
Vanguard   July 2008 - July 2009
Comcast  June 2007 - August 2007

Skills
Project Management, Financial Analysis, Relationship Management, Microsoft Excel, PowerPoint, Cross-functional Team..., Analysis, Forecasting, Strategy

Education
Villanova University   2013 — 2015
MBA, Strategic Management

University of Delaware - Lerner College of Business and Economics   2004 — 2008
B.S., Finance, Marketing, International Business

Nancy Nonne Nancy Nonne Greater Philadelphia Area Details
Nancy Nonne's Vanguard Experience April 2012 - May 2013
Job PwC, Learning & Development
Industry Program Development
Experience
PwC  September 2014 - Present
Wawa, Inc.   November 2013 - September 2014
University of Delaware  July 2013 - November 2013
Vanguard   April 2012 - May 2013
Deloitte Consulting  June 1999 - March 2012

Skills
Articulate, Captivate, Photoshop, Video Editing, PowerPoint, Instructor-led Training, ADDIE, Microsoft Excel, Adobe Audition, Blended Learning, Project Management, Instructional Design, E-Learning, Microsoft Word, Training, Organizational..., Coaching, Change Management, Program Management, Leadership Development, Management

Education
University of Delaware   1971 — 1975
Bachelor of Science (B.S.)

Edward Pierce Edward Pierce Greater Philadelphia Area Details
Edward Pierce's Vanguard Experience January 2014 - Present
Job Quality Assurance Administrator at Vanguard
Industry Financial Services
Experience
Vanguard   January 2014 - Present
Vanguard   July 2011 - December 2013
Northwestern Mutual  June 2010 - September 2010

Education
University of Delaware - Lerner College of Business and Economics   2007 — 2011
Finance

Craig Stepp Craig Stepp Tampa/St. Petersburg, Florida Area Details
Craig Stepp's Vanguard Experience June 2000 - July 2001
Job Experienced Leader in Staff Management, Retail Sales Management and Operational Planning
Industry Wireless
Experience
Maycom Communications/Sprint Preferred Retailier   July 2013 - July 2015
Joint Communications Support Element  July 2011 - March 2014
Special Operations Command Central  July 2008 - June 2011
Joint Communications Support Element  January 2007 - March 2008
Sprint-Nextel  January 2004 - June 2006
Sprint-Nextel  September 2002 - December 2004
Sprint-Nextel  October 2001 - August 2002
Vanguard   June 2000 - July 2001

Skills
Leadership, Training, Recruiting, Military Operations, Command, Project Planning, Military, Management, Defense, Sales Operations, District Sales..., Human Resources, Budget Process, P&L Management, Team Building, Team Leadership, Strategic Planning, Knowledge Management, Business Development

Education
University of Florida   1995 — 1997
B.A, Political Science

Michelle Forward Michelle Forward Greater Philadelphia Area Details
Michelle Forward's Vanguard Experience October 2005 - March 2007
Job Experienced Executive Administrative Assistant searching for new opportunity
Industry Retail
Experience
Shire Pharmaceuticals  October 2014 - December 2014
Sikorsky Global Helicopters  July 2013 - October 2014
Johnson Matthey  August 2010 - April 2013
Wyeth Pharmaceuticals  July 2007 - December 2009
Vanguard   October 2005 - March 2007
BC SPORTS COLLECTIBLES  December 2000 - May 2003
VANGUARD   December 1997 - December 2000
WYETH-AYERST LABORATORIES  August 1995 - December 1997
THE ELECTRONICS BOUTIQUE   May 1992 - May 1995

Skills
Outlook, Administrative..., Time Management, Microsoft Excel, Calendars, Project Planning, Administrative..., Retail, Executive..., PowerPoint, Microsoft Word, Telephone Skills, Training

Education
University of Florida
Bachelor of Science, Business Administration

Laura Coffey Laura Coffey Greater Philadelphia Area Details
Laura Coffey's Vanguard Experience December 2012 - Present
Job Senior Legal Analyst
Industry Financial Services
Experience
Vanguard   December 2012 - Present
Vanguard   April 2010 - December 2012

Skills
Series 63, Series 6, 401k, ERISA, Qualified Retirement...

Education
Penn State University   2002 — 2005
Master of Business Administration (MBA), Business Administration and Management, General

University of Delaware   1995 — 1999
Bachelor of Arts (BA), Psychology

Universita de Siena   1998 — 1998
Italian

Jim DelGrosso Jim DelGrosso Greater Philadelphia Area Details
Jim DelGrosso's Vanguard Experience October 2010 - Present
Job General Manager at Vanguard
Industry Financial Services
Experience
Vanguard   October 2010 - Present
Vanguard   August 2006 - June 2009

Education
University of Delaware - Lerner College of Business and Economics   2002 — 2006
BS, Finance, Management

Ben Hammer, CFA Ben Hammer, CFA Portland, Oregon Details
Ben Hammer, CFA's Vanguard Experience January 2012 - Present
Job Sales Executive at Vanguard
Industry Financial Services
Experience
Vanguard   January 2012 - Present
Vanguard   January 2010 - March 2012
Vanguard   August 2007 - January 2010
Vanguard   October 2005 - August 2007

Skills
Private Pilot with...

Education
University of Illinois at Urbana-Champaign   1999 — 2003
BS, Psychology

Divya Basavapatna Divya Basavapatna Greater Philadelphia Area Details
Divya Basavapatna's Vanguard Experience February 2014 - Present
Job System Tester at Vanguard
Industry Graphic Design
Experience
Vanguard   February 2014 - Present
Vanguard   April 2012 - February 2014
Comprehensive Neurology LLC.   January 2012 - March 2012
Independent Health Care Provider   December 2011 - February 2012
Critical Exposure  August 2011 - December 2011
Global Adjustments   January 2011 - February 2011

Skills
Illustration, Graphic Design, Photoshop, Illustrator, Dreamweaver, InDesign, JavaScript, HTML, CSS, PHP, Flash, ActionScript, jQuery, Photography, Digital Painting, Book Design, Book Covers, Web Design, Web Development, Typography, Logo Design

Education
University of Delaware   2007 — 2011
BFA, Visual Communications

Robert Specht, CFA Robert Specht, CFA Greater Philadelphia Area Details
Robert Specht, CFA's Vanguard Experience May 2002 - August 2002
Job Senior Investment Strategist at SEI Investments
Industry Investment Management
Experience
SEI Investments  February 2011 - Present
Specht Investment Corp.   November 2009 - March 2011
Group One Trading, LP  August 2004 - November 2009
ERisk (an Oliver Wyman spin-off)   May 2003 - July 2004
Vanguard   May 2002 - August 2002

Skills
Derivatives, Options, Volatility, Hedging, VBA, Portfolio Management, Capital Markets, Investments, Financial Modeling, Trading, Bloomberg, Electronic Trading, Risk Management, Trading Strategies, Financial Risk

Education
University of Pennsylvania - The Wharton School   2014 — 2016
Master of Business Administration (MBA)

University of Florida   1999 — 2003
BSBA, Finance, Economics

Matthew Jiannino Matthew Jiannino Greater Philadelphia Area Details
Matthew Jiannino's Vanguard Experience February 2015 - Present
Job Head of Global Product Strategy Quantitative Equity Group at Vanguard
Industry Financial Services
Experience
Vanguard   February 2015 - Present
Vanguard   January 2006 - Present

Education
University of Delaware   1986 — 1991
BS, Finance

Ryan Kienz Ryan Kienz Greater Philadelphia Area Details
Ryan Kienz's Vanguard Experience May 2011 - Present
Job Computer Software Professional
Industry Computer Software
Experience
Vanguard   May 2011 - Present
University of Delaware  September 2007 - December 2010
University of Delaware  February 2009 - September 2010

Skills
Java, Python, C++, PHP, Microsoft Office, Perl, SQL, JavaScript, Linux, Eclipse, Unix, XML, Lisp, C, HTML, MySQL, Subversion, Programming, CSS, C#

Education
University of Delaware   2007 — 2010
BS, Computer Science

Jack Blake, CFP® Jack Blake, CFP® Charlotte, North Carolina Area Details
Jack Blake, CFP®'s Vanguard Experience August 2015 - Present
Job Financial Advisor at Vanguard
Industry Financial Services
Experience
Vanguard   August 2015 - Present
Vanguard   1998 - July 2015
American Express Financial Advisors  1997 - 1998
English Language Institute - University of Delaware   1996 - 1997
Mission To The World  1992 - 1996

Skills
Securities

Education
University of Delaware   1981 — 1987
BAAS, International Relations

American College   2004 — 2005
CFP(R), Financial Planning

Gregory Rekuc Gregory Rekuc Charlotte, North Carolina Area Details
Gregory Rekuc's Vanguard Experience December 2012 - Present
Job Internist at Vanguard
Industry Medical Practice
Experience
Vanguard   December 2012 - Present
Aon Hewitt  April 2011 - August 2014
Raleigh Adult Medicine   April 2000 - April 2011
Raleigh Internal Medicine   March 1987 - April 2000
Kaiser Permanente  January 1985 - March 1987
Kron Medical  July 1984 - December 1984
University of North Carolina/ North Carolina Memorial Hospital   July 1981 - June 1984

Skills
Medicine, Primary Care, Inpatient, Healthcare, Healthcare Management, Healthcare Information..., Clinical Research, Hospitals, Informatics, EMR, EHR, Internal Medicine, Public Health, Clinical Trials, Treatment, Emergency Medicine, Medical Education, Nutrition, Epidemiology, Prevention, Nursing, Family Medicine, Evidence-based Medicine

Education
University of Florida College of Medicine   1977 — 1981
MD, medicine

University of Florida   1974 — 1978
Bachelor of Science, Biological and Medical Sciences

Steven Crossley Steven Crossley Greater Philadelphia Area Details
Steven Crossley's Vanguard Experience 2005 - 2006
Job Vice President of Finance at O'Neill Properties Group, LP
Industry Commercial Real Estate
Experience
O'Neill Properties Group, LP   May 2013 - Present
Integra Realty Resources  2006 - Present
Integra Realty Resources  April 2006 - May 2013
Vanguard   2005 - 2006

Skills
Valuation, Real Estate, Due Diligence, Commercial Real Estate, Real Estate Development, Financial Analysis, Asset Management, Investments, Real Estate Transactions, Dispositions, Real Estate Economics

Education
University of Delaware - Lerner College of Business and Economics   2001 — 2005
Finance and Economics

Zia Qasim Zia Qasim Greater Philadelphia Area Details
Zia Qasim's Vanguard Experience 2005 - 2007
Job Portfolio Manager, Wilmington Trust Investment Advisors
Industry Investment Management
Experience
Wilmington Trust  2007 - Present
Vanguard   2005 - 2007
Wilmington Trust  2003 - 2005
New York Stock Exchange  June 2001 - August 2001

Skills
Investment Management, Fixed Income, Portfolio Management, Trading, Short Duration, Money Markets, Cash Management, Mutual Funds, Separately Managed...

Education
University of Delaware
Master of Business Administration (MBA)

University of Delaware
Master of Science in International Business

University of Delaware
Bachelor's Degree, Economics

Eric Enslen Eric Enslen Greater Philadelphia Area Details
Eric Enslen's Vanguard Experience October 2011 - Present
Job Developer at Vanguard
Industry Computer Software
Experience
Vanguard   October 2011 - Present
St. Mark's High School   July 2010 - September 2011
Information Technologies  October 2008 - May 2011
University of Delaware  January 2009 - August 2009

Education
University of Delaware   2007 — 2011
Bachelor of Science, Computer and Information Sciences; Game Design

Patricia Gunning Patricia Gunning Washington D.C. Metro Area Details
Patricia Gunning's Vanguard Experience June 2004 - August 2007
Job Independent contractor at self employed
Industry Human Resources
Experience
self employed  August 2009 - Present
Vanguard Services   July 2006 - August 2007
Vanguard   June 2004 - August 2007
Vangaurd Services   January 2002 - August 2004

Education
Villanova University   2007 — 2009
Masters Certificate, Project Management

UCD, Smurfit Graduate School of Business, Ireland   1999 — 2001
Masters, Business Studies

University of Houston-Downtown   1998 — 1999
Bachelor's degree, Criminal Justice and Corrections

Drew Weigand Drew Weigand Raleigh-Durham, North Carolina Area Details
Drew Weigand's Vanguard Experience January 1991 - January 2002
Job Portfolio Manager with Community Association Management
Industry Real Estate
Experience
Community Association Management, Limited   March 2015 - Present
The Triangle Home Team   March 2012 - March 2015
GFD Management, Inc  October 2011 - March 2012
Drucker & Falk, LLC   March 2011 - November 2011
Self-Employed  May 1995 - March 2011
T. Brooke Realty   February 2009 - December 2010
Vanguard   January 1991 - January 2002

Skills
Property Management, Budget Management, Construction Management, Vendor Management, Tenant Improvements, Real Estate, Contract Negotiation, Customer Relations, Property, Customer Service, Budgets, Leases, Investment Properties

Education
University of Delaware   1988 — 1991
B.A, English - Business and Technical Writing

North Carolina Real Estate Broker
Active Real Estate Broker - NC, Property Management

Dominic Calvarese Dominic Calvarese Greater Philadelphia Area Details
Dominic Calvarese's Vanguard Experience July 2015 - Present
Job Client Relationship Associate at Vanguard
Industry Investment Management
Experience
Vanguard   July 2015 - Present
BNY Mellon  November 2014 - March 2015
New York Life Insurance Company  May 2014 - September 2014

Skills
Public Speaking, Research, Government, Social Media, Customer Service, Microsoft Excel, Microsoft Office, Community Outreach, Life Insurance, Financial Services, Qualified Retirement..., Leadership, Policy

Education
University of Delaware   2010 — 2013
B.S., Organizational & Community Leadership

Lauren Del Terzo, CPA, CISA Lauren Del Terzo, CPA, CISA Greater Philadelphia Area Details
Lauren Del Terzo, CPA, CISA's Vanguard Experience April 2015 - Present
Job IT Auditor at KPMG
Industry Accounting
Experience
Vanguard   April 2015 - Present
KPMG  May 2008 - April 2015

Skills
Sarbanes-Oxley Act

Education
University of Delaware   2004 — 2008
BS, Accounting and MIS

Tsiouris Chris Tsiouris Chris Upper Darby, Pennsylvania Details
Tsiouris Chris's Vanguard Experience August 2010 - Present
Job Corporate Data Administrator at Vanguard
Industry Financial Services
Experience
Vanguard   August 2010 - Present

Education
Penn State University   2001 — 2009
Master's degree, Information Science

University of Denver   1962 — 1966
BA, International Relations and Affairs

David Kemm David Kemm Exton, Pennsylvania Details
David Kemm's Vanguard Experience May 2015 - Present
Job Project Manager at Vanguard
Industry Financial Services
Experience
Vanguard   May 2015 - Present
Vanguard   April 2013 - May 2015
Vanguard   January 2010 - March 2013
Vanguard   January 2009 - January 2010
Vanguard   January 2007 - January 2009
Vanguard   January 2005 - January 2007

Skills
Microsoft Office, Six Sigma, Leadership

Education
Villanova University
Masters of Business Administration

University of Delaware
Bachelor of Science, Finance and Marketing

Shaun Flegal Shaun Flegal Greater Philadelphia Area Details
Shaun Flegal's Vanguard Experience April 2014 - Present
Job Annuity Specialist at Vanguard
Industry Financial Services
Experience
Vanguard   April 2014 - Present
Merrill Lynch  June 2012 - April 2014
Great-West Financial  June 2011 - May 2012

Skills
Employee Benefits, Retirement, 401k, Management, Customer Service, Microsoft Excel, Account Management, Microsoft Word, Microsoft Office

Education
University of Delaware   2007 — 2011
Bachelor of Science (BS), Kinesiology and Physiology

Kyriakos Mitses Kyriakos Mitses Malvern, Pennsylvania Details
Kyriakos Mitses's Vanguard Experience November 2014 - Present
Job Systems Engineer at Vanguard
Industry Financial Services
Experience
Vanguard   November 2014 - Present
Vanguard   June 2006 - November 2014
Quest Diagnostics  June 2005 - August 2005

Skills
.NET, MySQL, Shell Scripting, Oracle, Databases, Java, Java Enterprise Edition, Management, Sybase, DB2, Tomcat, Unix, JSP

Education
University of Delaware   2002 — 2006
Bachelor of Engineering (BEng), Computer Hardware Engineering

Elizabeth Heinz Elizabeth Heinz Phoenixville, Pennsylvania Details
Elizabeth Heinz's Vanguard Experience August 1999 - Present
Job Manager at Vanguard
Industry Financial Services
Experience
Vanguard   August 1999 - Present
Towers Watson  August 1992 - August 1999

Skills
Qualified Retirement..., Retirement Plan..., ERISA

Education
University of Delaware
Bachelor's degree, Social Studies Teacher Education

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