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
Rodney Graves Rodney Graves's Vanguard Experience June 1997 - April 2002
Job Sr. Broker Dealer Customer Service Representative at MetLife
Industry Financial Services
Experience
MetLife September 2014 - Present
LPL Financial March 2006 - August 2014
The NOVA Group April 2002 - January 2006
Vanguard June 1997 - April 2002
Skills
Wealth Management, Mutual Funds, Investments, Financial Services, Securities, Portfolio Management, Insurance, Retirement, Asset Management, Social Media, Problem Solving, Banking, Management, Strategy, CRM, Finance, Customer Service
Education
University of North Carolina at Charlotte 1992 — 1997
Bachelor of Arts (B.A.), Economics
MetLife September 2014 - Present
LPL Financial March 2006 - August 2014
The NOVA Group April 2002 - January 2006
Vanguard June 1997 - April 2002
Skills
Wealth Management, Mutual Funds, Investments, Financial Services, Securities, Portfolio Management, Insurance, Retirement, Asset Management, Social Media, Problem Solving, Banking, Management, Strategy, CRM, Finance, Customer Service
Education
University of North Carolina at Charlotte 1992 — 1997
Bachelor of Arts (B.A.), Economics
Joseph Henriquez Joseph Henriquez's Vanguard Experience January 2015 - Present
Job Software Engineering Intern at Vanguard
Industry Information Technology and Services
Experience
Vanguard January 2015 - Present
Vanguard May 2014 - February 2015
Jersey Mike's Subs March 2012 - September 2014
C5 Insight January 2014 - May 2014
Red Roof Inn July 2010 - March 2012
Carolina MoneySaver April 2009 - May 2010
Skills
Java, C++, Ruby, Ruby on Rails, Adobe Creative Suite, Research, Data Structures, HTML, CSS, Leadership, .NET, SharePoint, JavaScript, SQL, Visual Studio, jQuery, MySQL, Microsoft CRM
Education
University of North Carolina at Charlotte 2012 — 2014
Bachelor's degree, Computer Science, Senior
Vanguard January 2015 - Present
Vanguard May 2014 - February 2015
Jersey Mike's Subs March 2012 - September 2014
C5 Insight January 2014 - May 2014
Red Roof Inn July 2010 - March 2012
Carolina MoneySaver April 2009 - May 2010
Skills
Java, C++, Ruby, Ruby on Rails, Adobe Creative Suite, Research, Data Structures, HTML, CSS, Leadership, .NET, SharePoint, JavaScript, SQL, Visual Studio, jQuery, MySQL, Microsoft CRM
Education
University of North Carolina at Charlotte 2012 — 2014
Bachelor's degree, Computer Science, Senior
Mike Tyson Mike Tyson's Vanguard Experience April 2004 - June 2005
Job Senior Talent Acquisition Partner at Ingersoll Rand
Industry Information Technology and Services
Experience
Ingersoll Rand August 2014 - Present
Avery Dennison May 2013 - July 2014
TEKsystems January 2012 - May 2013
TEKsystems November 2007 - December 2011
MassMutual Financial Group June 2005 - October 2007
Vanguard April 2004 - June 2005
Skills
Technical Recruiting, Talent Acquisition, Recruiting, Sourcing, Staff Augmentation
Education
University of North Carolina at Charlotte 1999 — 2003
Bachelor's degree, Finance
Ingersoll Rand August 2014 - Present
Avery Dennison May 2013 - July 2014
TEKsystems January 2012 - May 2013
TEKsystems November 2007 - December 2011
MassMutual Financial Group June 2005 - October 2007
Vanguard April 2004 - June 2005
Skills
Technical Recruiting, Talent Acquisition, Recruiting, Sourcing, Staff Augmentation
Education
University of North Carolina at Charlotte 1999 — 2003
Bachelor's degree, Finance
Pammi Dhungana's Vanguard Experience Communication AdminstratorVanguardApril 2008 - May 2011
Job System Tester at Vanguard
Industry Financial Services
Experience
Vanguard Communication AdminstratorVanguardApril 2008 - May 2011
Vanguard June 2005 - April 2008
Skills
Analytical, Problem Solving, Test Planning, Test Execution, Resource Allocation, Communication, Presentations, Subject Matter Experts, Guiding, Project Management, Agile Methodologies, Microsoft Office, Oracle, Unix, Business Analysis, Visio, SDLC, Quality Assurance, Leadership, Requirements Analysis
Education
University of North Carolina at Charlotte 2001 — 2005
Bachelor of Applied Science (BASc)
Vanguard Communication AdminstratorVanguardApril 2008 - May 2011
Vanguard June 2005 - April 2008
Skills
Analytical, Problem Solving, Test Planning, Test Execution, Resource Allocation, Communication, Presentations, Subject Matter Experts, Guiding, Project Management, Agile Methodologies, Microsoft Office, Oracle, Unix, Business Analysis, Visio, SDLC, Quality Assurance, Leadership, Requirements Analysis
Education
University of North Carolina at Charlotte 2001 — 2005
Bachelor of Applied Science (BASc)
Louis (Ruisi) Zhan Louis (Ruisi) Zhan's Vanguard Experience May 2013 - August 2013
Job EY Financial Services Consultant
Industry Financial Services
Experience
EY August 2014 - Present
Vanguard May 2013 - August 2013
Heng An Standard Life May 2011 - July 2011
Skills
Analytics, Data Analysis, Keen Listener, Problem Solving, Stata, Economics, Statistics, Financial Analysis, Mandarin
Education
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor of Science (BS), Business Administration and Management, General
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor of Arts (B.A.), Economics
EY August 2014 - Present
Vanguard May 2013 - August 2013
Heng An Standard Life May 2011 - July 2011
Skills
Analytics, Data Analysis, Keen Listener, Problem Solving, Stata, Economics, Statistics, Financial Analysis, Mandarin
Education
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor of Science (BS), Business Administration and Management, General
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor of Arts (B.A.), Economics
Amber Perry, CFP® Amber Perry, CFP®'s Vanguard Experience March 2004 - August 2005
Job Financial Advisor
Industry Financial Services
Experience
Navigon Financial Group December 2013 - September 2015
The Teague Group May 2012 - November 2013
TIAA-CREF August 2005 - July 2007
Vanguard March 2004 - August 2005
Skills
Financial Analysis, Financial Services, PowerPoint, Financial Strategies, Insurance Strategies, Capital Accummulation, Charitable Giving..., Employee Benefits, Business Needs Analysis, Estate Planning..., IRAs, Personal Life Insurance, Personal Needs Analysis, Retirement Strategies, Retirement Planning, Life Insurance, Executive Benefit..., Key-Person Insurance, Pension Plans, Fixed Annuities, Finance, Sales, Insurance, 401k, Wealth Management, Retirement, Mutual Funds, Asset Allocation, Estate Planning
Education
UNC Charlotte 1998 — 2003
BSBA in Marketing, BSBA in International Business, BA in Communications, Organizational Communications
Albemarle High School 1994 — 1998
Navigon Financial Group December 2013 - September 2015
The Teague Group May 2012 - November 2013
TIAA-CREF August 2005 - July 2007
Vanguard March 2004 - August 2005
Skills
Financial Analysis, Financial Services, PowerPoint, Financial Strategies, Insurance Strategies, Capital Accummulation, Charitable Giving..., Employee Benefits, Business Needs Analysis, Estate Planning..., IRAs, Personal Life Insurance, Personal Needs Analysis, Retirement Strategies, Retirement Planning, Life Insurance, Executive Benefit..., Key-Person Insurance, Pension Plans, Fixed Annuities, Finance, Sales, Insurance, 401k, Wealth Management, Retirement, Mutual Funds, Asset Allocation, Estate Planning
Education
UNC Charlotte 1998 — 2003
BSBA in Marketing, BSBA in International Business, BA in Communications, Organizational Communications
Albemarle High School 1994 — 1998
Jonathan Presson Jonathan Presson's Vanguard Experience October 2014 - Present
Job Technical Lead UI Development at Vanguard
Industry Financial Services
Experience
Vanguard October 2014 - Present
Vanguard March 2014 - October 2014
Vanguard January 2012 - October 2014
Vanguard January 2010 - January 2012
Skills
SQL, Unix Shell Scripting, XML, Java, JavaScript, JSF, Configuration Management, Subversion, HTML, ETL, Agile Methodologies, Facelets, Oracle, AngularJS, WebSphere, Jasmine, Selenium, IBM Campaign, IBM Interact, DataStage, Shell Scripting
Education
University of North Carolina at Charlotte 2006 — 2009
Bachelor of Science (BS), Computer Science
Vanguard October 2014 - Present
Vanguard March 2014 - October 2014
Vanguard January 2012 - October 2014
Vanguard January 2010 - January 2012
Skills
SQL, Unix Shell Scripting, XML, Java, JavaScript, JSF, Configuration Management, Subversion, HTML, ETL, Agile Methodologies, Facelets, Oracle, AngularJS, WebSphere, Jasmine, Selenium, IBM Campaign, IBM Interact, DataStage, Shell Scripting
Education
University of North Carolina at Charlotte 2006 — 2009
Bachelor of Science (BS), Computer Science
Joseph Grier Joseph Grier's Vanguard Experience August 2011 - March 2012
Job CSR at Metlife
Industry Financial Services
Experience
MetLife July 2015 - Present
Wells Fargo Advisors May 2014 - August 2014
Joseph Grier LLC March 2014 - May 2014
E*TRADE Financial November 2013 - April 2014
Right Moves For Youth 2006 - 2014
Convergys May 2013 - November 2013
Liberty Tax Service September 2012 - April 2013
Vanguard August 2011 - March 2012
Wells Fargo Advisors March 2011 - August 2011
Primerica Inc August 2009 - March 2011
Skills
Financial Analysis, Sales, Team Building, Insurance, Customer Service, Investments, Strategic Financial..., Leadership, Microsoft Office, Strategic Planning, Inventory Management, Public Speaking, Team Leadership, PowerPoint, Microsoft Excel, Marketing, Microsoft Word, Retirement, Forecasting, Coaching, Finance, Negotiation, Mutual Funds, Series 7, Asset Managment, Budgets, Employee Benefits
Education
University of North Carolina at Charlotte - Belk College of Business 2008 — 2010
BSBA, Finance
MetLife July 2015 - Present
Wells Fargo Advisors May 2014 - August 2014
Joseph Grier LLC March 2014 - May 2014
E*TRADE Financial November 2013 - April 2014
Right Moves For Youth 2006 - 2014
Convergys May 2013 - November 2013
Liberty Tax Service September 2012 - April 2013
Vanguard August 2011 - March 2012
Wells Fargo Advisors March 2011 - August 2011
Primerica Inc August 2009 - March 2011
Skills
Financial Analysis, Sales, Team Building, Insurance, Customer Service, Investments, Strategic Financial..., Leadership, Microsoft Office, Strategic Planning, Inventory Management, Public Speaking, Team Leadership, PowerPoint, Microsoft Excel, Marketing, Microsoft Word, Retirement, Forecasting, Coaching, Finance, Negotiation, Mutual Funds, Series 7, Asset Managment, Budgets, Employee Benefits
Education
University of North Carolina at Charlotte - Belk College of Business 2008 — 2010
BSBA, Finance
McCauley Heath's Vanguard Experience 1997 - 2011
Job Event Planning, Marketing & Staffing Specialist at A Gem Am I Special Events & Marketing
Industry Marketing and Advertising
Experience
A Gem Am I Special Events & Marketing April 2001 - Present
Vanguard 1997 - 2011
Education
UNC Chapel Hill 1991 — 1995
BA, Communications, Event Planning Certificate
A Gem Am I Special Events & Marketing April 2001 - Present
Vanguard 1997 - 2011
Education
UNC Chapel Hill 1991 — 1995
BA, Communications, Event Planning Certificate
Chad Six's Vanguard Experience May 2004 - November 2005
Job Vice President Charlotte at The Loving Group
Industry Construction
Experience
The Loving Group June 2015 - Present
The Loving Group July 2014 - June 2015
Price Brothers Inc September 2013 - July 2014
Price Brothers Inc December 2005 - September 2013
Vanguard May 2004 - November 2005
Skills
Management, Procurement, Contract Negotiation, Training, Purchasing, Budgets, Contract Management, Negotiation, Operations Management, Pricing, Forecasting, Inventory Management, Process Scheduler, Process Improvement, Strategic Sourcing, Construction, Construction Management
Education
University of North Carolina at Charlotte - Belk College of Business 1999 — 2003
BSBA, Finance
The Loving Group June 2015 - Present
The Loving Group July 2014 - June 2015
Price Brothers Inc September 2013 - July 2014
Price Brothers Inc December 2005 - September 2013
Vanguard May 2004 - November 2005
Skills
Management, Procurement, Contract Negotiation, Training, Purchasing, Budgets, Contract Management, Negotiation, Operations Management, Pricing, Forecasting, Inventory Management, Process Scheduler, Process Improvement, Strategic Sourcing, Construction, Construction Management
Education
University of North Carolina at Charlotte - Belk College of Business 1999 — 2003
BSBA, Finance
Jason Meerbergen Jason Meerbergen's Vanguard Experience April 2013 - November 2013
Job Brokerage Investment Professional
Industry Financial Services
Experience
Vanguard April 2013 - November 2013
Ursinus College September 2011 - September 2012
Creative Health Services Inc. June 2011 - August 2011
Zumiez January 2007 - January 2008
Skills
Series 7, Series 63, Consultative Selling, Creative Strategy, Project Management, Team Leadership, Organizational Behavior, Engaging Public Speaker, Microsoft Office, Marketing, Psychology, Presentation Development, Research Design, Clinical Psychology, Management, Sales, Microsoft Excel, PowerPoint, Leadership, Microsoft Word, Customer Service, Research
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2013
Business Essentials Certificate
Ursinus College 2008 — 2012
Bachelor of Science, Psychology, 3.56
Vanguard April 2013 - November 2013
Ursinus College September 2011 - September 2012
Creative Health Services Inc. June 2011 - August 2011
Zumiez January 2007 - January 2008
Skills
Series 7, Series 63, Consultative Selling, Creative Strategy, Project Management, Team Leadership, Organizational Behavior, Engaging Public Speaker, Microsoft Office, Marketing, Psychology, Presentation Development, Research Design, Clinical Psychology, Management, Sales, Microsoft Excel, PowerPoint, Leadership, Microsoft Word, Customer Service, Research
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2013
Business Essentials Certificate
Ursinus College 2008 — 2012
Bachelor of Science, Psychology, 3.56
Christopher Haigler Christopher Haigler's Vanguard Experience 1998 - July 2013
Job Financial Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2014 - Present
MetLife July 2013 - July 2014
Vanguard 1998 - July 2013
The Enquirer-Journal December 1994 - September 1995
Skills
Management, Solar Energy -Hobby, Performance Management
Education
University of Birmingham, United Kingdom 1995 — 1997
Masters Degree, International/Global Studies - Diplomacy
University of North Carolina at Charlotte 1987 — 1993
Bachelor of Arts (B.A.), Political Science and Government
TIAA-CREF July 2014 - Present
MetLife July 2013 - July 2014
Vanguard 1998 - July 2013
The Enquirer-Journal December 1994 - September 1995
Skills
Management, Solar Energy -Hobby, Performance Management
Education
University of Birmingham, United Kingdom 1995 — 1997
Masters Degree, International/Global Studies - Diplomacy
University of North Carolina at Charlotte 1987 — 1993
Bachelor of Arts (B.A.), Political Science and Government
Sara Radigan, CFP® Sara Radigan, CFP®'s Vanguard Experience September 2012 - Present
Job Financial Associate at Vanguard
Industry Financial Services
Experience
Vanguard September 2012 - Present
Vanguard September 2010 - August 2012
bebe stores November 2008 - September 2010
Skills
Equity Trading, Series 7, Series 63, Mutual Funds, Personal Financial..., Time Management, Strengthening Client..., ETFs, Asset Managment, Bloomberg Terminal, Microsoft Excel, Microsoft Word, Certified Financial...
Education
Queens University of Charlotte 2011 — 2013
UNC Charlotte 2004 — 2007
Bachelor of Science in Business Administration, Marketing
Vanguard September 2012 - Present
Vanguard September 2010 - August 2012
bebe stores November 2008 - September 2010
Skills
Equity Trading, Series 7, Series 63, Mutual Funds, Personal Financial..., Time Management, Strengthening Client..., ETFs, Asset Managment, Bloomberg Terminal, Microsoft Excel, Microsoft Word, Certified Financial...
Education
Queens University of Charlotte 2011 — 2013
UNC Charlotte 2004 — 2007
Bachelor of Science in Business Administration, Marketing
Brad Pejsa Brad Pejsa's Vanguard Experience April 2014 - Present
Job Software Developer Intermediate Vanguard International Websites
Industry Financial Services
Experience
Vanguard April 2014 - Present
Vanguard January 2014 - April 2014
Vanguard December 2011 - January 2013
The Vanguard Group June 2010 - December 2011
Davidson Development Group June 2003 - May 2008
Davidson Development Group June 1996 - June 2003
Skills
Software Development, JSP, Spring, Java, Unix, Subversion, AJAX, JSF, CSS, AngularJS, Agile Methodologies, SDLC, JavaScript, HTML, Maven, Websphere, JUnit, Eclipse, XHTML, DB2, Scrum, Agile Project Management, Agile, XML, J2EE, PHP, Facelets, COBOL
Education
UNCC 2008 — 2010
Bachelor of Arts, Software Information Systems
Western Carolina University 1987 — 1991
BSBA, Business Management
Vanguard April 2014 - Present
Vanguard January 2014 - April 2014
Vanguard December 2011 - January 2013
The Vanguard Group June 2010 - December 2011
Davidson Development Group June 2003 - May 2008
Davidson Development Group June 1996 - June 2003
Skills
Software Development, JSP, Spring, Java, Unix, Subversion, AJAX, JSF, CSS, AngularJS, Agile Methodologies, SDLC, JavaScript, HTML, Maven, Websphere, JUnit, Eclipse, XHTML, DB2, Scrum, Agile Project Management, Agile, XML, J2EE, PHP, Facelets, COBOL
Education
UNCC 2008 — 2010
Bachelor of Arts, Software Information Systems
Western Carolina University 1987 — 1991
BSBA, Business Management
April (Lancaster) Bove's Vanguard Experience July 2013 - Present
Job Recruiter at Merrill Lynch/Bank of America through PeopleScout
Industry Financial Services
Experience
Bank of America/Merrill Lynch through PeopleScout August 2015 - Present
Vanguard July 2013 - Present
SYSTEMTEC December 2010 - June 2013
ettain group January 2010 - December 2010
ASI Modulex March 2007 - August 2009
Office Environments 2005 - March 2007
Klingman Williams 2000 - 2005
Skills
Recruiting, Technical Recruiting
Education
University of North Carolina at Charlotte 1996 — 2000
BA, Communications/Public Relations
Bank of America/Merrill Lynch through PeopleScout August 2015 - Present
Vanguard July 2013 - Present
SYSTEMTEC December 2010 - June 2013
ettain group January 2010 - December 2010
ASI Modulex March 2007 - August 2009
Office Environments 2005 - March 2007
Klingman Williams 2000 - 2005
Skills
Recruiting, Technical Recruiting
Education
University of North Carolina at Charlotte 1996 — 2000
BA, Communications/Public Relations
Sean Greaves Sean Greaves's Vanguard Experience April 2013 - Present
Job Investment Professional at Vanguard
Industry Financial Services
Experience
Vanguard April 2013 - Present
Pulse Publishing January 2012 - October 2012
Skills
Writing, Creative Writing, Copy Editing, Marketing, Product Marketing, Japanese, Customer Service, Term Life Insurance, Whole Life, Variable Annuities, Fixed Annuities
Education
UNC Chapel Hill
Bachelor of Arts (BA), English Language and Literature/Letters
Vanguard April 2013 - Present
Pulse Publishing January 2012 - October 2012
Skills
Writing, Creative Writing, Copy Editing, Marketing, Product Marketing, Japanese, Customer Service, Term Life Insurance, Whole Life, Variable Annuities, Fixed Annuities
Education
UNC Chapel Hill
Bachelor of Arts (BA), English Language and Literature/Letters
Martin Holmes Martin Holmes's Vanguard Experience March 2013 - Present
Job Technical Lead
Industry Financial Services
Experience
Vanguard March 2013 - Present
Vanguard 2011 - March 2013
Vanguard 2007 - 2011
Vanguard 2004 - 2007
Skills
JSP, SQL, Spring, AJAX, Subversion, Maven, Unix, Java, JavaScript, Agile, jQuery, HTML 5, CSS, Spring MVC, JSF, Facelets, JUnit, C++, JSON, XML, XSLT, Websphere, Waterfall, J2EE Application..., Design Patterns, OO Software Development, Object Oriented Design, JTest, JSTL, Scrum, REST, Oracle, PL/SQL, Continuous Integration, RAD, STS, Jenkins, Web Development, Responsive Web Design, Crucible, SharePoint, Agile Methodologies
Education
UNC Charlotte 2006 — 2010
MS, Information Technology
Virginia Tech 2000 — 2004
BS, Computer Science
Vanguard March 2013 - Present
Vanguard 2011 - March 2013
Vanguard 2007 - 2011
Vanguard 2004 - 2007
Skills
JSP, SQL, Spring, AJAX, Subversion, Maven, Unix, Java, JavaScript, Agile, jQuery, HTML 5, CSS, Spring MVC, JSF, Facelets, JUnit, C++, JSON, XML, XSLT, Websphere, Waterfall, J2EE Application..., Design Patterns, OO Software Development, Object Oriented Design, JTest, JSTL, Scrum, REST, Oracle, PL/SQL, Continuous Integration, RAD, STS, Jenkins, Web Development, Responsive Web Design, Crucible, SharePoint, Agile Methodologies
Education
UNC Charlotte 2006 — 2010
MS, Information Technology
Virginia Tech 2000 — 2004
BS, Computer Science
Darris Thompson's Vanguard Experience January 2014 - Present
Job Investment Consultant
Industry Investment Management
Experience
Vanguard January 2014 - Present
Aon Hewitt May 2012 - January 2014
American Red Cross December 2011 - May 2012
Aeropostale August 2011 - May 2012
Carolina Chiropractic Plus July 2010 - August 2011
Peachtree Racquet Club August 2004 - August 2007
Skills
Recruiting, Customer Service, Microsoft Office, Microsoft Word, PeopleSoft, Human Resources, Management, Report Writing, Marketing Strategy, Market Research, Telecommunications, Health Education, Microsoft Excel, Lotus Notes, Account Management, Health Insurance, Event Management, Public Speaking, Timekeeping, HR Consulting, Series 7, Series 63, Finance, Sales
Education
University of North Carolina at Charlotte 2007 — 2011
Bachelor of Arts (B.A.), Psychology
Vanguard January 2014 - Present
Aon Hewitt May 2012 - January 2014
American Red Cross December 2011 - May 2012
Aeropostale August 2011 - May 2012
Carolina Chiropractic Plus July 2010 - August 2011
Peachtree Racquet Club August 2004 - August 2007
Skills
Recruiting, Customer Service, Microsoft Office, Microsoft Word, PeopleSoft, Human Resources, Management, Report Writing, Marketing Strategy, Market Research, Telecommunications, Health Education, Microsoft Excel, Lotus Notes, Account Management, Health Insurance, Event Management, Public Speaking, Timekeeping, HR Consulting, Series 7, Series 63, Finance, Sales
Education
University of North Carolina at Charlotte 2007 — 2011
Bachelor of Arts (B.A.), Psychology
Terrell McNeil Terrell McNeil's Vanguard Experience March 2002 - July 2003
Job Compliance Manager
Industry Financial Services
Experience
Deloitte October 2014 - Present
Crowe Horwath LLP July 2013 - September 2014
Morgan Stanley & Co. LLC April 2012 - July 2013
Forex Capital Markets LLC October 2006 - April 2012
JET Programme July 2003 - July 2006
Vanguard March 2002 - July 2003
Skills
ACAMS, AML, FX Options, Securities, Capital Markets, KYC, Bank Secrecy Act, OFAC, USA PATRIOT Act, Equities, Banking, Risk Management, Financial Services, Investment Banking, Portfolio Management, Asset Management, Foreign Exchange, Fraud, Prime Brokerage, Commodity, Sanction, Fixed Income, Auditing, Mutual Funds, Financial Markets, Due Diligence, Currency, Anti Money Laundering, Internal Audit, Certified Anti-Money..., Risk Assessment, FX trading, Compliance Training, Mergers, FinCEN
Education
University of North Carolina at Charlotte 1997 — 2001
Bachelor of Science, Business Administration; International Business; Finance
Obirin University 1999 — 2000
Study Abroad Program, N/A
Deloitte October 2014 - Present
Crowe Horwath LLP July 2013 - September 2014
Morgan Stanley & Co. LLC April 2012 - July 2013
Forex Capital Markets LLC October 2006 - April 2012
JET Programme July 2003 - July 2006
Vanguard March 2002 - July 2003
Skills
ACAMS, AML, FX Options, Securities, Capital Markets, KYC, Bank Secrecy Act, OFAC, USA PATRIOT Act, Equities, Banking, Risk Management, Financial Services, Investment Banking, Portfolio Management, Asset Management, Foreign Exchange, Fraud, Prime Brokerage, Commodity, Sanction, Fixed Income, Auditing, Mutual Funds, Financial Markets, Due Diligence, Currency, Anti Money Laundering, Internal Audit, Certified Anti-Money..., Risk Assessment, FX trading, Compliance Training, Mergers, FinCEN
Education
University of North Carolina at Charlotte 1997 — 2001
Bachelor of Science, Business Administration; International Business; Finance
Obirin University 1999 — 2000
Study Abroad Program, N/A
Da-zha Jones Da-zha Jones's Vanguard Experience March 2014 - Present
Job Financial Advisor at Vanguard
Industry Financial Services
Experience
Vanguard March 2014 - Present
Vanguard June 2013 - March 2014
Power Plant Management Services, LLC May 2012 - August 2012
Skills
Accounting, Finance, Financial Reporting, Business, Risk Management, Pay Close Attention to..., Mathematics, SharePoint, Microsoft Office, Mutual Funds, ETFs, Asset Allocation, Stocks, Bonds, ThomsonOne, IRAs
Education
University of North Carolina at Charlotte 2008 — 2012
Accounting and Finance
Vanguard March 2014 - Present
Vanguard June 2013 - March 2014
Power Plant Management Services, LLC May 2012 - August 2012
Skills
Accounting, Finance, Financial Reporting, Business, Risk Management, Pay Close Attention to..., Mathematics, SharePoint, Microsoft Office, Mutual Funds, ETFs, Asset Allocation, Stocks, Bonds, ThomsonOne, IRAs
Education
University of North Carolina at Charlotte 2008 — 2012
Accounting and Finance
Wei Tsay Wei Tsay's Vanguard Experience October 2010 - October 2011
Job Social Media Director + Fashion Entrepreneur
Industry Marketing and Advertising
Experience
MEC October 2014 - Present
Avantūr January 2014 - Present
Laundry Service July 2013 - September 2014
Horizon Media October 2011 - July 2013
Vanguard October 2010 - October 2011
Vanguard July 2009 - October 2010
Skills
Social Media, Digital Marketing, Community Management, Marketing Strategy, Content Management, Media, Relationship Management, Data Analysis, People Development, Negotiation, Web Analytics, Online Advertising, Digital Video, Digital Strategy, Strategy, Management, Digital Media, Advertising, Social Media Marketing, Media Planning, Integrated Marketing, Marketing, Business Strategy, Team Leadership
Education
University of North Carolina at Charlotte
B.S.B.A., International Business, Economics, and Spanish
MEC October 2014 - Present
Avantūr January 2014 - Present
Laundry Service July 2013 - September 2014
Horizon Media October 2011 - July 2013
Vanguard October 2010 - October 2011
Vanguard July 2009 - October 2010
Skills
Social Media, Digital Marketing, Community Management, Marketing Strategy, Content Management, Media, Relationship Management, Data Analysis, People Development, Negotiation, Web Analytics, Online Advertising, Digital Video, Digital Strategy, Strategy, Management, Digital Media, Advertising, Social Media Marketing, Media Planning, Integrated Marketing, Marketing, Business Strategy, Team Leadership
Education
University of North Carolina at Charlotte
B.S.B.A., International Business, Economics, and Spanish
Jon Penninger's Vanguard Experience May 1999 - February 2000
Job Loan Document Specialist Business Real Estate Financing at Wells Fargo
Industry Banking
Experience
Wells Fargo January 2013 - Present
Wells Fargo March 2010 - January 2013
Spherion September 2009 - March 2010
Bank of America July 2008 - June 2009
Contour Products, Inc. January 2006 - March 2008
Mckenney Dodge Chrysler Jeep Ram April 2005 - December 2005
Wells Fargo Advisors October 2002 - April 2005
Hewlett-Packard April 2001 - October 2002
New York Life Insurance Company March 2000 - March 2001
Vanguard May 1999 - February 2000
Skills
Investments, Sales Management, Banking, Credit, Loans, Real Estate, Customer Service, Sales, Selling, Portfolio Management, Financial Analysis, Small Business, Time Management, Refinance, Financial Services, Mortgage Lending, Investment Properties, Finance, Microsoft Office, Team Building
Education
UNC Charlotte 1989 — 1997
Bachelor of Science (BS), Finance and Commercial Banking
UNC Charlotte 1989 — 1997
Bachelor of Science (BS), Marketing
Wells Fargo January 2013 - Present
Wells Fargo March 2010 - January 2013
Spherion September 2009 - March 2010
Bank of America July 2008 - June 2009
Contour Products, Inc. January 2006 - March 2008
Mckenney Dodge Chrysler Jeep Ram April 2005 - December 2005
Wells Fargo Advisors October 2002 - April 2005
Hewlett-Packard April 2001 - October 2002
New York Life Insurance Company March 2000 - March 2001
Vanguard May 1999 - February 2000
Skills
Investments, Sales Management, Banking, Credit, Loans, Real Estate, Customer Service, Sales, Selling, Portfolio Management, Financial Analysis, Small Business, Time Management, Refinance, Financial Services, Mortgage Lending, Investment Properties, Finance, Microsoft Office, Team Building
Education
UNC Charlotte 1989 — 1997
Bachelor of Science (BS), Finance and Commercial Banking
UNC Charlotte 1989 — 1997
Bachelor of Science (BS), Marketing
Crystal Mullis's Vanguard Experience June 2012 - Present
Job Software Development at Vanguard
Industry Computer Software
Experience
Vanguard June 2012 - Present
The University of North Carolina at Charlotte August 2010 - May 2012
Vanguard June 2011 - August 2011
Skills
Academia, Java, C++, HTML, SQL, C, Computer Science, PHP, Visio, CSS, Objective-C, Ubuntu, Eclipse, JavaScript, Windows, C#, Software Development, Microsoft Office, Python, XHTML, Programming, XP, Visual Studio, Teaching, Linux
Education
University of North Carolina at Charlotte 2008 — 2012
BS, Conputer Science
Piedmont High School
Vanguard June 2012 - Present
The University of North Carolina at Charlotte August 2010 - May 2012
Vanguard June 2011 - August 2011
Skills
Academia, Java, C++, HTML, SQL, C, Computer Science, PHP, Visio, CSS, Objective-C, Ubuntu, Eclipse, JavaScript, Windows, C#, Software Development, Microsoft Office, Python, XHTML, Programming, XP, Visual Studio, Teaching, Linux
Education
University of North Carolina at Charlotte 2008 — 2012
BS, Conputer Science
Piedmont High School
Monica Orlich's Vanguard Experience June 2006 - June 2007
Job Client Services Specialist at Adhesion
Industry Financial Services
Experience
Adhesion Wealth Advisor Solutions Inc September 2015 - Present
TIAA-CREF February 2012 - March 2015
TIAA-CREF March 2010 - March 2012
The Vanguard Group June 2006 - September 2008
Vanguard June 2006 - June 2007
Skills
Fluent Spanish, 7 Licensed, 63 Licensed, Portfolio Management, Spanish, Finance, Series 7, Marketing, Retirement Planning, Leadership, Customer Service, Retirement, Investments, Fixed Annuities, Management, Investment Strategies, Strategy, 63 Licenses, Microsoft Office, Trading, Microsoft Excel, Financial Analysis, Analysis, Financial Services
Education
University of North Carolina at Charlotte 2001 — 2007
International Business, International Business
Adhesion Wealth Advisor Solutions Inc September 2015 - Present
TIAA-CREF February 2012 - March 2015
TIAA-CREF March 2010 - March 2012
The Vanguard Group June 2006 - September 2008
Vanguard June 2006 - June 2007
Skills
Fluent Spanish, 7 Licensed, 63 Licensed, Portfolio Management, Spanish, Finance, Series 7, Marketing, Retirement Planning, Leadership, Customer Service, Retirement, Investments, Fixed Annuities, Management, Investment Strategies, Strategy, 63 Licenses, Microsoft Office, Trading, Microsoft Excel, Financial Analysis, Analysis, Financial Services
Education
University of North Carolina at Charlotte 2001 — 2007
International Business, International Business
Chris Knight, CFP®'s Vanguard Experience 2006 - 2007
Job Principal at Cornerstone Planning, LLC
Industry Financial Services
Experience
Cornerstone Planning, LLC February 2013 - Present
Men of Courage Foundation February 2013 - Present
Ronald Blue & Co. 2007 - February 2013
Vanguard 2006 - 2007
Skills
Charitable Giving..., Wealth Management, Financial Planning, Investments, Estate Planning, Financial Advisory, Financial Planners, Pensions, 401k, Personal Finance, Finance, Management Consulting, Wealth, Valuation, Managerial Finance, Leadership, Tax Preparation, Management, Retirement Planning, Portfolio Management, Retirement, Investment Advisory, Asset Allocation, Mutual Funds, Asset Management, Financial Analysis, Investment Strategies, Insurance
Education
University of North Carolina at Charlotte 2002 — 2006
Finance, Financial Planning
University of North Carolina at Charlotte 2002 — 2006
Bachelor of Science (B.S.), Finance and Financial Management Services
Cornerstone Planning, LLC February 2013 - Present
Men of Courage Foundation February 2013 - Present
Ronald Blue & Co. 2007 - February 2013
Vanguard 2006 - 2007
Skills
Charitable Giving..., Wealth Management, Financial Planning, Investments, Estate Planning, Financial Advisory, Financial Planners, Pensions, 401k, Personal Finance, Finance, Management Consulting, Wealth, Valuation, Managerial Finance, Leadership, Tax Preparation, Management, Retirement Planning, Portfolio Management, Retirement, Investment Advisory, Asset Allocation, Mutual Funds, Asset Management, Financial Analysis, Investment Strategies, Insurance
Education
University of North Carolina at Charlotte 2002 — 2006
Finance, Financial Planning
University of North Carolina at Charlotte 2002 — 2006
Bachelor of Science (B.S.), Finance and Financial Management Services
Katherine Yount Katherine Yount's Vanguard Experience November 2012 - July 2013
Job Admitting Registrar at Carolinas Healthcare System
Industry Investment Management
Experience
Carolinas Healthcare System July 2013 - Present
Vanguard November 2012 - July 2013
Fairfax County Health Department August 2012 - October 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Community Outreach
Education
University of North Carolina at Charlotte 2008 — 2012
Bachelor of Arts, Psychology
Carolinas Healthcare System July 2013 - Present
Vanguard November 2012 - July 2013
Fairfax County Health Department August 2012 - October 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Community Outreach
Education
University of North Carolina at Charlotte 2008 — 2012
Bachelor of Arts, Psychology
Nathan Ruggieri's Vanguard Experience March 2015 - Present
Job
Industry Information Technology and Services
Experience
Vanguard March 2015 - Present
Skills
Agile Methodologies, Java Enterprise Edition, Java, Spring, Scrum, JavaScript, JSP, JSF, XML, AJAX, Web Applications, Web Development, Subversion, HTML/XML, J2EE, Maven, HTML 5, Facelets, HTML5, XHTML, Jenkins, Network Security...
Education
University of North Carolina at Charlotte 2000 — 2003
BS, Computer Science
Vanguard March 2015 - Present
Skills
Agile Methodologies, Java Enterprise Edition, Java, Spring, Scrum, JavaScript, JSP, JSF, XML, AJAX, Web Applications, Web Development, Subversion, HTML/XML, J2EE, Maven, HTML 5, Facelets, HTML5, XHTML, Jenkins, Network Security...
Education
University of North Carolina at Charlotte 2000 — 2003
BS, Computer Science
Zach Swartz Zach Swartz's Vanguard Experience September 2012 - Present
Job Environment Support Analyst at Vanguard
Industry Information Technology and Services
Experience
Vanguard September 2012 - Present
Softrip Inc. March 2011 - September 2012
Advanced Telecom Services September 2010 - February 2011
DoubleStar, Inc. June 2009 - June 2010
University of North Carolina at Chapel Hill January 2008 - December 2008
UNC ITS Response Center January 2007 - October 2007
Skills
Software Developer
Education
University of North Carolina at Chapel Hill 2004 — 2008
Bachelor of Science, Computer Science
Vanguard September 2012 - Present
Softrip Inc. March 2011 - September 2012
Advanced Telecom Services September 2010 - February 2011
DoubleStar, Inc. June 2009 - June 2010
University of North Carolina at Chapel Hill January 2008 - December 2008
UNC ITS Response Center January 2007 - October 2007
Skills
Software Developer
Education
University of North Carolina at Chapel Hill 2004 — 2008
Bachelor of Science, Computer Science
Leigh Haynes Leigh Haynes's Vanguard Experience June 2011 - September 2012
Job Product Consultant II at MetLife
Industry Financial Services
Experience
MetLife January 2014 - Present
Adams-Moore, LLC October 2012 - February 2013
Vanguard June 2011 - September 2012
North Carolina Center for Retirement and Estate Planning July 2010 - May 2011
Morgan Keegan April 2003 - November 2009
Wachovia, a Wells Fargo Company August 2001 - April 2003
Wachovia, a Wells Fargo Company May 1998 - August 2001
Wachovia, A Wells Fargo Company February 1996 - May 1998
Wachovia, A Wells Fargo Company May 1985 - February 1996
Skills
Mutual Funds, Annuities, Customer Relations, Sales Support, 529 Plans, Series 7, Wealth Management, Long Term Care, Series 63, Retirement Planning, Securities, Asset Allocation, Investments, Fixed Income, Fixed Annuities, Long-term Care, Client-oriented, Customer Service, Sales Operations, 401k, Financial Advisory, Investment Advisory, Retirement, Series 65, Insurance, Finance, Estate Planning, Financial Services, Banking, FINRA, Relationship Management, Series 6, IRAs
Education
University of North Carolina at Charlotte 1979 — 1984
BA, Business
MetLife January 2014 - Present
Adams-Moore, LLC October 2012 - February 2013
Vanguard June 2011 - September 2012
North Carolina Center for Retirement and Estate Planning July 2010 - May 2011
Morgan Keegan April 2003 - November 2009
Wachovia, a Wells Fargo Company August 2001 - April 2003
Wachovia, a Wells Fargo Company May 1998 - August 2001
Wachovia, A Wells Fargo Company February 1996 - May 1998
Wachovia, A Wells Fargo Company May 1985 - February 1996
Skills
Mutual Funds, Annuities, Customer Relations, Sales Support, 529 Plans, Series 7, Wealth Management, Long Term Care, Series 63, Retirement Planning, Securities, Asset Allocation, Investments, Fixed Income, Fixed Annuities, Long-term Care, Client-oriented, Customer Service, Sales Operations, 401k, Financial Advisory, Investment Advisory, Retirement, Series 65, Insurance, Finance, Estate Planning, Financial Services, Banking, FINRA, Relationship Management, Series 6, IRAs
Education
University of North Carolina at Charlotte 1979 — 1984
BA, Business
Brian Moseley's Vanguard Experience September 2011 - Present
Job IT Manager at Vanguard
Industry Financial Services
Experience
Vanguard September 2011 - Present
Vanguard January 2007 - September 2011
Vanguard October 2005 - December 2006
Vanguard January 2004 - September 2005
Vanguard March 1999 - December 2003
Keane June 1998 - March 1999
Metasys, Inc May 1997 - May 1998
Skills
IT Management, Agile, Certified Scrum Master..., Kanban, Process Improvement, Agile Methodologies, Agile Project Management, Software Project..., Scrum, Requirements Analysis, Business Analysis, Project Management, SDLC, IT Strategy
Education
University of North Carolina at Charlotte - Belk College of Business 2000 — 2002
MBA, Management / Finance
University of North Carolina at Charlotte - Belk College of Business 1994 — 1998
BS in Business Administration, Management Information Systems
Vanguard September 2011 - Present
Vanguard January 2007 - September 2011
Vanguard October 2005 - December 2006
Vanguard January 2004 - September 2005
Vanguard March 1999 - December 2003
Keane June 1998 - March 1999
Metasys, Inc May 1997 - May 1998
Skills
IT Management, Agile, Certified Scrum Master..., Kanban, Process Improvement, Agile Methodologies, Agile Project Management, Software Project..., Scrum, Requirements Analysis, Business Analysis, Project Management, SDLC, IT Strategy
Education
University of North Carolina at Charlotte - Belk College of Business 2000 — 2002
MBA, Management / Finance
University of North Carolina at Charlotte - Belk College of Business 1994 — 1998
BS in Business Administration, Management Information Systems
Brad Linsey Brad Linsey's Vanguard Experience August 2000 - June 2004
Job U.S. National Whitewater Center
Industry Recreational Facilities and Services
Experience
U.S. National Whitewater Center April 2011 - Present
Fifth Third Bank November 2010 - April 2011
IMG – Deutsche Bank Championship; PGA TOUR Fed Ex Cup Event January 2010 - June 2010
Charlotte Bobcats Sports & Entertainment September 2008 - December 2008
WACHOVIA BANK June 2004 - August 2008
Vanguard August 2000 - June 2004
Skills
Marketing, Market Research, Event Management, Marketing Strategy, Event Planning, CRM, Sponsorship, Sales, Leadership, Strategic Planning, Management, Lead Generation, Customer Service, Investments, B2B, Program Management, Sports Marketing, Social Media, Public Relations, Customer Satisfaction
Education
University of North Carolina at Charlotte - Belk College of Business 2008 — 2010
Master of Business Administration
Wingate University 1996 — 2000
Bachelor of Science, Business Administration
U.S. National Whitewater Center April 2011 - Present
Fifth Third Bank November 2010 - April 2011
IMG – Deutsche Bank Championship; PGA TOUR Fed Ex Cup Event January 2010 - June 2010
Charlotte Bobcats Sports & Entertainment September 2008 - December 2008
WACHOVIA BANK June 2004 - August 2008
Vanguard August 2000 - June 2004
Skills
Marketing, Market Research, Event Management, Marketing Strategy, Event Planning, CRM, Sponsorship, Sales, Leadership, Strategic Planning, Management, Lead Generation, Customer Service, Investments, B2B, Program Management, Sports Marketing, Social Media, Public Relations, Customer Satisfaction
Education
University of North Carolina at Charlotte - Belk College of Business 2008 — 2010
Master of Business Administration
Wingate University 1996 — 2000
Bachelor of Science, Business Administration
angela hogsed's Vanguard Experience January 2000 - Present
Job
Industry
Experience
Vanguard January 2000 - Present
Skills
Series 7, Series 63, 401k, Asset Allocation, Financial Services, Investments, Mutual Funds, Retirement, Retirement Planning, Wealth Management
Education
University of North Carolina at Charlotte - Belk College of Business 1996 — 2000
University of North Carolina at Charlotte - Belk College of Business 1996 — 1999
Vanguard January 2000 - Present
Skills
Series 7, Series 63, 401k, Asset Allocation, Financial Services, Investments, Mutual Funds, Retirement, Retirement Planning, Wealth Management
Education
University of North Carolina at Charlotte - Belk College of Business 1996 — 2000
University of North Carolina at Charlotte - Belk College of Business 1996 — 1999
James Schatz, CFP® James Schatz, CFP®'s Vanguard Experience July 2006 - October 2007
Job Team Manager, Financial Planning at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2015 - Present
TIAA-CREF March 2014 - February 2015
TIAA-CREF June 2008 - February 2014
TIAA-CREF October 2007 - June 2008
Vanguard July 2006 - October 2007
Vanguard September 2003 - June 2006
Skills
Retirement, Retirement Planning, Strategic Financial..., Financial Planners, Investments, Series 6, Tax, Wealth Management, Series 7, Mutual Funds, Asset Allocation, Investment Advisory, Investment Strategies, Series 63, Portfolio Management, Estate Planning, Securities
Education
University of North Carolina at Charlotte
Bachelor of Science (B.S.), Finance, General
TIAA-CREF March 2015 - Present
TIAA-CREF March 2014 - February 2015
TIAA-CREF June 2008 - February 2014
TIAA-CREF October 2007 - June 2008
Vanguard July 2006 - October 2007
Vanguard September 2003 - June 2006
Skills
Retirement, Retirement Planning, Strategic Financial..., Financial Planners, Investments, Series 6, Tax, Wealth Management, Series 7, Mutual Funds, Asset Allocation, Investment Advisory, Investment Strategies, Series 63, Portfolio Management, Estate Planning, Securities
Education
University of North Carolina at Charlotte
Bachelor of Science (B.S.), Finance, General
Erise Caldwell Erise Caldwell's Vanguard Experience July 2013 - Present
Job Founder at LettiR
Industry Financial Services
Experience
LettiR August 2013 - Present
Vanguard July 2013 - Present
Aon Hewitt September 2012 - June 2013
Walmart March 2009 - December 2011
Skills
Customer Satisfaction, Customer Experience, Call Centers, Team Leadership, Performance Management, Retirement Savings, Plan Conversions, Securities, Merchandising, Roth IRA, Recruiting, Store Management, Team Building, Coaching, Training, Operations Management, Data Center, Innovation, Traditional IRA
Education
University of North Carolina at Charlotte
LettiR August 2013 - Present
Vanguard July 2013 - Present
Aon Hewitt September 2012 - June 2013
Walmart March 2009 - December 2011
Skills
Customer Satisfaction, Customer Experience, Call Centers, Team Leadership, Performance Management, Retirement Savings, Plan Conversions, Securities, Merchandising, Roth IRA, Recruiting, Store Management, Team Building, Coaching, Training, Operations Management, Data Center, Innovation, Traditional IRA
Education
University of North Carolina at Charlotte
David Sehorn David Sehorn's Vanguard Experience July 2012 - Present
Job Financial Planner at Vanguard
Industry Financial Services
Experience
Vanguard July 2012 - Present
Vanguard October 2007 - July 2012
Vanguard May 2006 - October 2007
Skills
Mutual Funds, Investment Strategies, Portfolio Management, Series 63, Asset Allocation, Investments
Education
University of North Carolina at Charlotte - Belk College of Business 2000 — 2004
Bachelors of Science Business Administration, International Business
Vanguard July 2012 - Present
Vanguard October 2007 - July 2012
Vanguard May 2006 - October 2007
Skills
Mutual Funds, Investment Strategies, Portfolio Management, Series 63, Asset Allocation, Investments
Education
University of North Carolina at Charlotte - Belk College of Business 2000 — 2004
Bachelors of Science Business Administration, International Business
Jeff Rowe's Vanguard Experience 1998 - 2013
Job Manager at Vanguard
Industry Information Technology and Services
Experience
Vanguard 1998 - 2013
IBM August 1985 - August 1998
Skills
SDLC, Process Improvement, Agile Methodologies, Software Project..., IT Strategy, Project Management, Integration, IT Management, PMP, Software Development, Leadership, Management, Analysis, Resource Management, Project Delivery, Recruiting, Visio, Business Analysis, Vendor Management, Requirements Analysis, Cross-functional Team..., Program Management, Business Process..., MS Project, Enterprise Architecture, Risk Management, Microsoft SQL Server, Change Management, Data Analysis, Business Intelligence, SQL
Education
University of North Carolina at Charlotte 1982 — 1985
Vanguard 1998 - 2013
IBM August 1985 - August 1998
Skills
SDLC, Process Improvement, Agile Methodologies, Software Project..., IT Strategy, Project Management, Integration, IT Management, PMP, Software Development, Leadership, Management, Analysis, Resource Management, Project Delivery, Recruiting, Visio, Business Analysis, Vendor Management, Requirements Analysis, Cross-functional Team..., Program Management, Business Process..., MS Project, Enterprise Architecture, Risk Management, Microsoft SQL Server, Change Management, Data Analysis, Business Intelligence, SQL
Education
University of North Carolina at Charlotte 1982 — 1985
Brian Springs 704-965-0980 Brian Springs 704-965-0980's Vanguard Experience 1998 - 2005
Job Technology Training Consultant
Industry Professional Training & Coaching
Experience
MetLife August 2013 - Present
Bank of America May 2012 - September 2012
VisionCor November 2011 - July 2012
Allstate June 2010 - August 2011
LPL 2007 - 2009
Central Piedmont Community College 2007 - 2009
Vanguard 1998 - 2005
Skills
Health Insurance, Employee Training, Corporate Training, Organizational Design, Account Management, Training, Coaching, Training Delivery, Instructional Design, Process Improvement, Project Management, Deliverables and..., Due Diligence Management, Change Management, Stakeholder..., Project Timeline..., Learning Management..., self directed team..., training and knowledge..., Strategy, Leadership, Management, Organizational..., Program Management, Leadership Development, Needs Analysis, Risk Management, Blended Learning, Adult Education, Workshop Facilitation, ADDIE, Performance Consulting, Instructor-led Training, Captivate, Curriculum Design, E-Learning
Education
American Society of Training and Development 2014 — 2014
E - Learning Instructional Design Certificate, Learning & Development
UNC Charlotte 2001 — 2001
ASTD Learning and Development Certificate, Training and Development
NC A&T
NC A&T
MetLife August 2013 - Present
Bank of America May 2012 - September 2012
VisionCor November 2011 - July 2012
Allstate June 2010 - August 2011
LPL 2007 - 2009
Central Piedmont Community College 2007 - 2009
Vanguard 1998 - 2005
Skills
Health Insurance, Employee Training, Corporate Training, Organizational Design, Account Management, Training, Coaching, Training Delivery, Instructional Design, Process Improvement, Project Management, Deliverables and..., Due Diligence Management, Change Management, Stakeholder..., Project Timeline..., Learning Management..., self directed team..., training and knowledge..., Strategy, Leadership, Management, Organizational..., Program Management, Leadership Development, Needs Analysis, Risk Management, Blended Learning, Adult Education, Workshop Facilitation, ADDIE, Performance Consulting, Instructor-led Training, Captivate, Curriculum Design, E-Learning
Education
American Society of Training and Development 2014 — 2014
E - Learning Instructional Design Certificate, Learning & Development
UNC Charlotte 2001 — 2001
ASTD Learning and Development Certificate, Training and Development
NC A&T
NC A&T
Ashley Hedrick's Vanguard Experience July 2015 - Present
Job Licensed Investment Professional
Industry Investment Banking
Experience
Vanguard July 2015 - Present
Vanguard October 2013 - Present
Vanguard January 2013 - October 2013
US Army January 2010 - January 2013
Skills
Microsoft Word, Microsoft Office, Microsoft Excel
Education
University of North Carolina at Charlotte 2012 — 2012
Bachelor’s Degree, Criminal Justice
University of North Carolina at Charlotte 2001 — 2005
Bachelor’s Degree, Business Administration, Finance
Vanguard July 2015 - Present
Vanguard October 2013 - Present
Vanguard January 2013 - October 2013
US Army January 2010 - January 2013
Skills
Microsoft Word, Microsoft Office, Microsoft Excel
Education
University of North Carolina at Charlotte 2012 — 2012
Bachelor’s Degree, Criminal Justice
University of North Carolina at Charlotte 2001 — 2005
Bachelor’s Degree, Business Administration, Finance
Justin Ewert Justin Ewert's Vanguard Experience January 2004 - November 2013
Job Quality Assurance at PMMC
Industry Hospital & Health Care
Experience
PMMC November 2013 - Present
Vanguard January 2004 - November 2013
United Way of Central Carolinas 2013 - 2013
Skills
Healthcare, Process Improvement, Access, Data Analysis, Leadership, Analysis, Microsoft Excel, Microsoft SQL Server, Strategic Planning
Education
University of North Carolina at Charlotte 1997 — 2002
Bachelor of Arts (B.A.), History
Eastern Guilford High School 1994 — 1997
PMMC November 2013 - Present
Vanguard January 2004 - November 2013
United Way of Central Carolinas 2013 - 2013
Skills
Healthcare, Process Improvement, Access, Data Analysis, Leadership, Analysis, Microsoft Excel, Microsoft SQL Server, Strategic Planning
Education
University of North Carolina at Charlotte 1997 — 2002
Bachelor of Arts (B.A.), History
Eastern Guilford High School 1994 — 1997
Charles Arnold Charles Arnold's Vanguard Experience August 2014 - August 2015
Job Graduate Assistant at UNC Charlotte
Industry Financial Services
Experience
UNC Charlotte August 2015 - Present
Vanguard August 2014 - August 2015
Carolina Wildlife Care February 2014 - July 2014
University of South Carolina August 2013 - May 2014
University of South Carolina January 2013 - May 2014
University of South Carolina January 2013 - October 2013
Interdisciplinary Mathematics Institute at the University of South Carololina April 2011 - August 2013
University of South Carolina April 2012 - July 2012
Walmart January 2009 - December 2011
Ruby Tuesday July 2007 - December 2009
Skills
Leadership, Applied Mathematics, Mathematics, Programming, Statistics, Data Analysis, Matlab, Finance, Fixed Income, Derivatives, Bloomberg Terminal, Java, R, Research, Mutual Funds, ETFs, Numerical Analysis, Series 7, Series 63, Public finance, Municipal Bonds, Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint
Education
University of North Carolina at Charlotte 2015 — 2017
Master's degree, Mathematical Finance
University of South Carolina-Columbia 2010 — 2014
Bachelor's Degree, Applied Mathematics, 3.722
Blacksburg High
High School Diploma, College Prep
UNC Charlotte August 2015 - Present
Vanguard August 2014 - August 2015
Carolina Wildlife Care February 2014 - July 2014
University of South Carolina August 2013 - May 2014
University of South Carolina January 2013 - May 2014
University of South Carolina January 2013 - October 2013
Interdisciplinary Mathematics Institute at the University of South Carololina April 2011 - August 2013
University of South Carolina April 2012 - July 2012
Walmart January 2009 - December 2011
Ruby Tuesday July 2007 - December 2009
Skills
Leadership, Applied Mathematics, Mathematics, Programming, Statistics, Data Analysis, Matlab, Finance, Fixed Income, Derivatives, Bloomberg Terminal, Java, R, Research, Mutual Funds, ETFs, Numerical Analysis, Series 7, Series 63, Public finance, Municipal Bonds, Microsoft Word, Microsoft Office, Microsoft Excel, PowerPoint
Education
University of North Carolina at Charlotte 2015 — 2017
Master's degree, Mathematical Finance
University of South Carolina-Columbia 2010 — 2014
Bachelor's Degree, Applied Mathematics, 3.722
Blacksburg High
High School Diploma, College Prep
Tonderai Mushipe Tonderai Mushipe's Vanguard Experience July 2013 - December 2013
Job Masters in Public Administration Candidate at U.N.C.C
Industry Government Administration
Experience
UNC Charlotte January 2014 - Present
Mecklenburg County Office of Management and Budget February 2015 - June 2015
UNC Charlotte ( MPA Program) August 2014 - February 2015
NeighborWorks America June 2014 - August 2014
Vanguard July 2013 - December 2013
University of North Carolina at Charlotte 2007 - December 2012
UNC Charlotte June 2012 - August 2012
Afribiz January 2012 - May 2012
UNC Charlotte August 2009 - December 2011
Mukelabai C.P.A. June 2011 - August 2011
Skills
Public Speaking, Microsoft Office, Research, PowerPoint, Microsoft Excel, Event Planning, Social Media, Data Analysis, Statistics, Leadership, Microsoft Word, Fundraising, Customer Service, SAS, Non-profits, Strategic Planning, Program Management, Nonprofits, Leadership Development
Education
University of North Carolina at Charlotte 2014 — 2016
Master of Public Administration (MPA), Public Finance
University of North Carolina at Charlotte 2007 — 2012
Barchelor of Science, Econimcs, International Studies
UNC Charlotte January 2014 - Present
Mecklenburg County Office of Management and Budget February 2015 - June 2015
UNC Charlotte ( MPA Program) August 2014 - February 2015
NeighborWorks America June 2014 - August 2014
Vanguard July 2013 - December 2013
University of North Carolina at Charlotte 2007 - December 2012
UNC Charlotte June 2012 - August 2012
Afribiz January 2012 - May 2012
UNC Charlotte August 2009 - December 2011
Mukelabai C.P.A. June 2011 - August 2011
Skills
Public Speaking, Microsoft Office, Research, PowerPoint, Microsoft Excel, Event Planning, Social Media, Data Analysis, Statistics, Leadership, Microsoft Word, Fundraising, Customer Service, SAS, Non-profits, Strategic Planning, Program Management, Nonprofits, Leadership Development
Education
University of North Carolina at Charlotte 2014 — 2016
Master of Public Administration (MPA), Public Finance
University of North Carolina at Charlotte 2007 — 2012
Barchelor of Science, Econimcs, International Studies
Korel Mack's Vanguard Experience October 2013 - Present
Job Retirement
Industry Investment Management
Experience
Vanguard October 2013 - Present
Wells Fargo Home Mortgage October 2012 - October 2013
Skills
Mortgage Lending, Portfolio Management, Financial Services, Insurance, Series 7, Mutual Funds, Equities, Retirement Planning, Refinance, Customer Service, Microsoft Excel, Securities, Finance, Process Improvement
Education
University of North Carolina at Charlotte 2007 — 2011
Vanguard October 2013 - Present
Wells Fargo Home Mortgage October 2012 - October 2013
Skills
Mortgage Lending, Portfolio Management, Financial Services, Insurance, Series 7, Mutual Funds, Equities, Retirement Planning, Refinance, Customer Service, Microsoft Excel, Securities, Finance, Process Improvement
Education
University of North Carolina at Charlotte 2007 — 2011
Dylan Taylor Dylan Taylor's Vanguard Experience June 2014 - Present
Job Investment Professional at Vanguard
Industry Financial Services
Experience
Vanguard June 2014 - Present
Vanguard October 2013 - June 2014
Centers for Medicare & Medicaid Services May 2012 - August 2012
Skills
Analysis, Research, Data Analysis, Financial Analysis, Economics, Financial Modeling, Finance, Investments, Series 7, Series 63, CRM
Education
University of North Carolina at Charlotte - Belk College of Business 2009 — 2013
Bachelor of Science (BS), Finance, General
Vanguard June 2014 - Present
Vanguard October 2013 - June 2014
Centers for Medicare & Medicaid Services May 2012 - August 2012
Skills
Analysis, Research, Data Analysis, Financial Analysis, Economics, Financial Modeling, Finance, Investments, Series 7, Series 63, CRM
Education
University of North Carolina at Charlotte - Belk College of Business 2009 — 2013
Bachelor of Science (BS), Finance, General
Mathew Johnson's Vanguard Experience April 2013 - March 2014
Job Experienced Leader and Visionary Entrepreneur
Industry Financial Services
Experience
MetLife August 2015 - Present
Wilkinson Insurance Services, Inc. June 2014 - May 2015
Vanguard April 2013 - March 2014
UNC Charlotte June 2011 - April 2012
ShopBot Tools, Inc January 2010 - August 2010
Great Outdoor Provision Co. March 2008 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C
Education
University of North Carolina at Charlotte 2010 — 2013
B.S.B.A., Risk Managment and Insurance
Wake Technical Community College 2008 — 2010
Pre-Engineering
MetLife August 2015 - Present
Wilkinson Insurance Services, Inc. June 2014 - May 2015
Vanguard April 2013 - March 2014
UNC Charlotte June 2011 - April 2012
ShopBot Tools, Inc January 2010 - August 2010
Great Outdoor Provision Co. March 2008 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C
Education
University of North Carolina at Charlotte 2010 — 2013
B.S.B.A., Risk Managment and Insurance
Wake Technical Community College 2008 — 2010
Pre-Engineering
Jennifer Paullin Jennifer Paullin's Vanguard Experience October 2014 - Present
Job Project Management and People Leadership
Industry Financial Services
Experience
Vanguard October 2014 - Present
Vanguard July 2013 - October 2014
Vanguard June 2011 - July 2013
Skills
Customer Service, Microsoft Excel, Microsoft Office, Leadership, Project Management, PowerPoint, Strategic Planning, Microsoft Word, Financial Services, Banking, Business Analysis, Process Improvement, Analysis, Team Building, CRM, Business Development, Research, Series 7, Series 63
Education
University of North Carolina at Charlotte 2005 — 2010
Bachelor of Arts (B.A.), Public Relations/Image Management
Vanguard October 2014 - Present
Vanguard July 2013 - October 2014
Vanguard June 2011 - July 2013
Skills
Customer Service, Microsoft Excel, Microsoft Office, Leadership, Project Management, PowerPoint, Strategic Planning, Microsoft Word, Financial Services, Banking, Business Analysis, Process Improvement, Analysis, Team Building, CRM, Business Development, Research, Series 7, Series 63
Education
University of North Carolina at Charlotte 2005 — 2010
Bachelor of Arts (B.A.), Public Relations/Image Management
Kathryn Vance's Vanguard Experience July 2015 - Present
Job Flagship Assigned Representative
Industry Investment Management
Experience
Vanguard July 2015 - Present
Vanguard August 2014 - July 2015
Teens' Camping Tour of the West June 2014 - July 2014
Alpha Chi Omega Fraternity, Inc. December 2012 - December 2013
Amos Tyndall, P.A. August 2012 - May 2013
McLelland Shoe Store January 2010 - August 2012
Skills
Spanish, Recruiting, Time Management, International Studies, International Economics, Budgets, Series 7, Series 63, Customer Service
Education
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor of Arts (B.A.), International/Global Studies and Hispanic Linguistics
Statesville High School 2006 — 2010
Vanguard July 2015 - Present
Vanguard August 2014 - July 2015
Teens' Camping Tour of the West June 2014 - July 2014
Alpha Chi Omega Fraternity, Inc. December 2012 - December 2013
Amos Tyndall, P.A. August 2012 - May 2013
McLelland Shoe Store January 2010 - August 2012
Skills
Spanish, Recruiting, Time Management, International Studies, International Economics, Budgets, Series 7, Series 63, Customer Service
Education
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor of Arts (B.A.), International/Global Studies and Hispanic Linguistics
Statesville High School 2006 — 2010
Tia Naveendran Tia Naveendran's Vanguard Experience June 2013 - August 2014
Job IT Project Officer
Industry Information Technology and Services
Experience
UBS July 2015 - Present
Credit Suisse November 2014 - July 2015
BB&T August 2014 - October 2014
Vanguard June 2013 - August 2014
Skills
Bloomberg, Retirement Planning, Mutual Funds, ThomsonOne, IRAs, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Banking, Investment Strategies, Credit Derivatives
Education
UNC Chapel Hill 2009 — 2013
Bachelor of Arts (BA), Psychology
UBS July 2015 - Present
Credit Suisse November 2014 - July 2015
BB&T August 2014 - October 2014
Vanguard June 2013 - August 2014
Skills
Bloomberg, Retirement Planning, Mutual Funds, ThomsonOne, IRAs, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Banking, Investment Strategies, Credit Derivatives
Education
UNC Chapel Hill 2009 — 2013
Bachelor of Arts (BA), Psychology
John Clement, CFP®, CIMA® John Clement, CFP®, CIMA®'s Vanguard Experience January 2000 - August 2005
Job Senior Internal Investment Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2010 - Present
TIAA-CREF December 2007 - January 2010
TIAA-CREF August 2006 - December 2007
The Vanguard Group August 2005 - August 2006
Carolinas Eye Center November 2004 - July 2006
Vanguard January 2000 - August 2005
Northwestern Mutual July 1997 - December 1999
Skills
Asset Allocation, Series 7, Retirement, Wealth Management, Investments, Mutual Funds, Retirement Planning, Portfolio Management, Investment Strategies, Financial Advisory, Finance, Life Insurance, IRAs, High Net Worth..., Small Business
Education
University of North Carolina at Chapel Hill 1993 — 1997
Bachelor of Arts
TIAA-CREF January 2010 - Present
TIAA-CREF December 2007 - January 2010
TIAA-CREF August 2006 - December 2007
The Vanguard Group August 2005 - August 2006
Carolinas Eye Center November 2004 - July 2006
Vanguard January 2000 - August 2005
Northwestern Mutual July 1997 - December 1999
Skills
Asset Allocation, Series 7, Retirement, Wealth Management, Investments, Mutual Funds, Retirement Planning, Portfolio Management, Investment Strategies, Financial Advisory, Finance, Life Insurance, IRAs, High Net Worth..., Small Business
Education
University of North Carolina at Chapel Hill 1993 — 1997
Bachelor of Arts
Jack Xie's Vanguard Experience February 2014 - January 2015
Job Tax Consultant at Deloitte
Industry Accounting
Experience
Deloitte February 2015 - Present
Vanguard February 2014 - January 2015
Vanguard July 2013 - February 2014
Citi June 2011 - August 2011
Skills
Private Equity, Accounting, Corporate Finance, Tax, Microsoft Excel, Microsoft Word, Financial Accounting, Financial Statements, Analysis
Education
UNC Chapel Hill 2012 — 2013
Masters of Accounting, Tax
UNC Chapel Hill 2008 — 2012
Bachelor of Arts (B.A.), Political Science and Government
UNC Chapel Hill 2008 — 2012
Bachelor of Arts (B.A.), Economics
Deloitte February 2015 - Present
Vanguard February 2014 - January 2015
Vanguard July 2013 - February 2014
Citi June 2011 - August 2011
Skills
Private Equity, Accounting, Corporate Finance, Tax, Microsoft Excel, Microsoft Word, Financial Accounting, Financial Statements, Analysis
Education
UNC Chapel Hill 2012 — 2013
Masters of Accounting, Tax
UNC Chapel Hill 2008 — 2012
Bachelor of Arts (B.A.), Political Science and Government
UNC Chapel Hill 2008 — 2012
Bachelor of Arts (B.A.), Economics
Antoinette Walker Antoinette Walker's Vanguard Experience January 2006 - March 2015
Job Human Services Specialist II at Mecklenburg County
Industry Public Policy
Experience
Mecklenburg County June 2015 - Present
Vanguard January 2006 - March 2015
GE Industrial Systems August 2000 - January 2006
Sharonview FCU June 1998 - October 1999
Skills
Microsoft Office, Exceptional..., Prioritization skills, Leadership, Six Sigma, Anti Money Laundering, Data Integrity, Fraud Prevention, Technical Support, Job Coaching, Peer Mentoring, Training Manuals, Account Reconciliation, Attention to detail, Skilled Multi-tasker, Onboarding, Client Relations, PowerPoint, Public Speaking, Legal Research
Education
University of North Carolina at Charlotte 2004 — 2005
Post Baccalaureate, Special Education
University of North Carolina at Charlotte 1989 — 1992
Bachelor's degree, Criminal Justice, Minor Sociology
Mecklenburg County June 2015 - Present
Vanguard January 2006 - March 2015
GE Industrial Systems August 2000 - January 2006
Sharonview FCU June 1998 - October 1999
Skills
Microsoft Office, Exceptional..., Prioritization skills, Leadership, Six Sigma, Anti Money Laundering, Data Integrity, Fraud Prevention, Technical Support, Job Coaching, Peer Mentoring, Training Manuals, Account Reconciliation, Attention to detail, Skilled Multi-tasker, Onboarding, Client Relations, PowerPoint, Public Speaking, Legal Research
Education
University of North Carolina at Charlotte 2004 — 2005
Post Baccalaureate, Special Education
University of North Carolina at Charlotte 1989 — 1992
Bachelor's degree, Criminal Justice, Minor Sociology
Duane A. Johnson Duane A. Johnson's Vanguard Experience November 2013 - May 2014
Job Operations Analyst III – GFX Client Services, (Contractor) at Bank of America
Industry Financial Services
Experience
Bank of America February 2015 - Present
Ingersoll Rand October 2014 - February 2015
Vanguard November 2013 - May 2014
Wells Fargo June 2013 - October 2013
VectorVest, Inc November 2009 - March 2013
TIAA-CREF January 2001 - August 2008
Wachovia Securities Financial Network January 1998 - December 2000
Skills
Retirement Planning, Banking, Relationship Management, Training, Microsoft Excel, PowerPoint, Customer Service, Team Building, Risk Management, Public Speaking, Microsoft Word, Retirement Plan..., Market Research, Microsoft CRM, Business Intelligence, Credit Analysis, Retirement Benefits, Microsoft Suites, Sunguard, Fidelity, SQL, SmartStation, PeopleSoft, J-Cash Management, Pegasystems PRPC, Gin
Education
UNC Charlotte 2005 — 2006
Certifcate, Certified Financial Planning
Johnson C. Smith University - JCSU 1989 — 1994
Bachelor of Science (BS), Accounting
Bank of America February 2015 - Present
Ingersoll Rand October 2014 - February 2015
Vanguard November 2013 - May 2014
Wells Fargo June 2013 - October 2013
VectorVest, Inc November 2009 - March 2013
TIAA-CREF January 2001 - August 2008
Wachovia Securities Financial Network January 1998 - December 2000
Skills
Retirement Planning, Banking, Relationship Management, Training, Microsoft Excel, PowerPoint, Customer Service, Team Building, Risk Management, Public Speaking, Microsoft Word, Retirement Plan..., Market Research, Microsoft CRM, Business Intelligence, Credit Analysis, Retirement Benefits, Microsoft Suites, Sunguard, Fidelity, SQL, SmartStation, PeopleSoft, J-Cash Management, Pegasystems PRPC, Gin
Education
UNC Charlotte 2005 — 2006
Certifcate, Certified Financial Planning
Johnson C. Smith University - JCSU 1989 — 1994
Bachelor of Science (BS), Accounting
Sherwin Kao Sherwin Kao's Vanguard Experience July 2013 - Present
Job Resource Planning and Scheduling at Vanguard
Industry Financial Services
Experience
Vanguard July 2013 - Present
Vanguard September 2009 - July 2013
Vanguard July 2006 - September 2009
Skills
Mutual Funds, Series 63, Microsoft Excel, CRM, Finance
Education
Wake Forest University School of Business 2013 — 2015
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill 2003 — 2006
Bachelor's degree, Economics
Vanguard July 2013 - Present
Vanguard September 2009 - July 2013
Vanguard July 2006 - September 2009
Skills
Mutual Funds, Series 63, Microsoft Excel, CRM, Finance
Education
Wake Forest University School of Business 2013 — 2015
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill 2003 — 2006
Bachelor's degree, Economics
Tara-Sekayi Pannell, MBA Tara-Sekayi Pannell, MBA's Vanguard Experience July 2009 - September 2012
Job Seasoned Program Manager
Industry Financial Services
Experience
Bank of America July 2015 - Present
Bank of America July 2014 - Present
Bank of America 2011 - Present
Ally Financial Inc. March 2013 - July 2014
Vanguard July 2009 - September 2012
Vanguard January 2008 - July 2009
Vanguard March 2007 - December 2008
Vanguard May 2005 - August 2007
Vanguard October 2004 - July 2005
Skills
Word, MS Project, Excel, SharePoint, PowerPoint, Lotus Notes, Outlook, Agility, TeamTrack, Visio, Project Management, Leadership, Microsoft Excel, Coaching, Change Management, CRM
Education
University of Phoenix 2005 — 2007
MBA, Business Administration
University of North Carolina at Charlotte 2001 — 2004
Bachelors of Science, Political Studies
Bank of America July 2015 - Present
Bank of America July 2014 - Present
Bank of America 2011 - Present
Ally Financial Inc. March 2013 - July 2014
Vanguard July 2009 - September 2012
Vanguard January 2008 - July 2009
Vanguard March 2007 - December 2008
Vanguard May 2005 - August 2007
Vanguard October 2004 - July 2005
Skills
Word, MS Project, Excel, SharePoint, PowerPoint, Lotus Notes, Outlook, Agility, TeamTrack, Visio, Project Management, Leadership, Microsoft Excel, Coaching, Change Management, CRM
Education
University of Phoenix 2005 — 2007
MBA, Business Administration
University of North Carolina at Charlotte 2001 — 2004
Bachelors of Science, Political Studies
Nicholas Upchurch Nicholas Upchurch's Vanguard Experience March 2011 - February 2014
Job Operational Risk Analyst at TIAACREF
Industry Financial Services
Experience
TIAA-CREF October 2015 - Present
TIAA-CREF February 2014 - October 2015
Vanguard March 2011 - February 2014
Vanguard September 2008 - March 2011
Vanguard February 2007 - September 2008
Rec Warehouse February 2006 - February 2007
Skills
Series 63, Series 7, Mutual Funds, Series 6, Investments, Retirement Planning, Retirement, Wealth Management, Bloomberg, Equities, Strategic Financial..., Asset Allocation, Investor Relations, Financial Services, Securities, Investment Strategies, CRM, Financial Planning
Education
University of North Carolina at Charlotte
Bachelor of Arts (B.A.), History
Providence Senior High School 1996 — 2000
TIAA-CREF October 2015 - Present
TIAA-CREF February 2014 - October 2015
Vanguard March 2011 - February 2014
Vanguard September 2008 - March 2011
Vanguard February 2007 - September 2008
Rec Warehouse February 2006 - February 2007
Skills
Series 63, Series 7, Mutual Funds, Series 6, Investments, Retirement Planning, Retirement, Wealth Management, Bloomberg, Equities, Strategic Financial..., Asset Allocation, Investor Relations, Financial Services, Securities, Investment Strategies, CRM, Financial Planning
Education
University of North Carolina at Charlotte
Bachelor of Arts (B.A.), History
Providence Senior High School 1996 — 2000
Amanda Mailloux Amanda Mailloux's Vanguard Experience June 2014 - Present
Job Client Relationship Associate at Vanguard
Industry Financial Services
Experience
Vanguard June 2014 - Present
TIAA-CREF February 2014 - May 2014
SABIC August 2012 - January 2014
Michaels Arts and Crafts October 2009 - August 2012
Harris YMCA September 2011 - December 2011
Skills
Leadership
Education
University of North Carolina at Charlotte 2010 — 2014
Bachelor of Science (B.S.), Finance, Management, 3.8GPA
Vanguard June 2014 - Present
TIAA-CREF February 2014 - May 2014
SABIC August 2012 - January 2014
Michaels Arts and Crafts October 2009 - August 2012
Harris YMCA September 2011 - December 2011
Skills
Leadership
Education
University of North Carolina at Charlotte 2010 — 2014
Bachelor of Science (B.S.), Finance, Management, 3.8GPA
Mustafa Mustafa's Vanguard Experience November 2012 - August 2015
Job Manager at CapTech Ventures, Inc
Industry Information Technology and Services
Experience
CapTech Ventures, Inc September 2015 - Present
Vanguard November 2012 - August 2015
Accenture May 2007 - October 2012
Accenture May 2007 - October 2012
Skills
Data Warehousing, ETL, Databases, Informatica, SQL, Data Migration, Oracle SQL, Microsoft SQL Server, Performance Tuning, Test Planning, Agile Methodologies, Oracle, Control M, Ab Initio, Datastage, Data Mining, Database Design, Star Schema, System Integration..., Embarcadero, Big Data, Hive, Apache Pig, Hadoop, Oozie, Exadata, Cisco Information Server, Impala, Data Federation, Data Analysis, Requirements Analysis, Business Intelligence, Integration, Consulting, Project Management, Management, Data Integration, Testing, Data Modeling, Leadership, Kanban, Scrum
Education
University of North Carolina at Charlotte
Master of Science, computer science
University of North Carolina at Charlotte
Master of Science (M.Sc.), Computer Science
CapTech Ventures, Inc September 2015 - Present
Vanguard November 2012 - August 2015
Accenture May 2007 - October 2012
Accenture May 2007 - October 2012
Skills
Data Warehousing, ETL, Databases, Informatica, SQL, Data Migration, Oracle SQL, Microsoft SQL Server, Performance Tuning, Test Planning, Agile Methodologies, Oracle, Control M, Ab Initio, Datastage, Data Mining, Database Design, Star Schema, System Integration..., Embarcadero, Big Data, Hive, Apache Pig, Hadoop, Oozie, Exadata, Cisco Information Server, Impala, Data Federation, Data Analysis, Requirements Analysis, Business Intelligence, Integration, Consulting, Project Management, Management, Data Integration, Testing, Data Modeling, Leadership, Kanban, Scrum
Education
University of North Carolina at Charlotte
Master of Science, computer science
University of North Carolina at Charlotte
Master of Science (M.Sc.), Computer Science
Michael Baughman's Vanguard Experience June 2006 - July 2014
Job Software Developer at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities July 2014 - Present
Vanguard June 2006 - July 2014
Qualitech Solutions October 2005 - May 2006
Skills
Spring, Maven, JSF, Subversion, Java, Websphere, Agile Methodologies, Spring Integration, JSP, Microsoft SQL Server, Oracle, Requirements Analysis, WebSphere, Spring Framework, Architecture, SDLC, Unix, Software Project...
Education
University of North Carolina at Charlotte 2002 — 2006
BS, Computer Science
Wells Fargo Securities July 2014 - Present
Vanguard June 2006 - July 2014
Qualitech Solutions October 2005 - May 2006
Skills
Spring, Maven, JSF, Subversion, Java, Websphere, Agile Methodologies, Spring Integration, JSP, Microsoft SQL Server, Oracle, Requirements Analysis, WebSphere, Spring Framework, Architecture, SDLC, Unix, Software Project...
Education
University of North Carolina at Charlotte 2002 — 2006
BS, Computer Science
Elizabeth Wager, CPA's Vanguard Experience October 1999 - December 2004
Job CPA specializing in SEC and other external reporting
Industry Accounting
Experience
The Chemours Company September 2014 - Present
Capital One September 2009 - July 2014
Miles Financial Management, Inc. December 2004 - September 2009
Vanguard October 1999 - December 2004
CIGNA February 1998 - October 1999
MBNA America September 1996 - February 1998
JP Morgan January 1992 - September 1996
Price Waterhouse September 1989 - January 1992
Skills
Accounting, Financial Reporting, Financial Analysis, PowerPoint, Excel, Internal Controls, Reconciliation, Financial Management, Word, Managerial Finance, General Ledger, Microsoft Excel, Financial Modeling, Account Reconciliation, Process Improvement, Auditing, QuickBooks, Accounts Payable, Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1985 — 1989
BS, Business Administration - Accounting Concentration
The Chemours Company September 2014 - Present
Capital One September 2009 - July 2014
Miles Financial Management, Inc. December 2004 - September 2009
Vanguard October 1999 - December 2004
CIGNA February 1998 - October 1999
MBNA America September 1996 - February 1998
JP Morgan January 1992 - September 1996
Price Waterhouse September 1989 - January 1992
Skills
Accounting, Financial Reporting, Financial Analysis, PowerPoint, Excel, Internal Controls, Reconciliation, Financial Management, Word, Managerial Finance, General Ledger, Microsoft Excel, Financial Modeling, Account Reconciliation, Process Improvement, Auditing, QuickBooks, Accounts Payable, Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1985 — 1989
BS, Business Administration - Accounting Concentration
Heba Abdelbaky's Vanguard Experience January 2014 - Present
Job Project Manager at Vanguard
Industry Financial Services
Experience
Vanguard January 2014 - Present
Vanguard May 2011 - December 2013
Vanguard March 2007 - April 2011
Vanguard July 2005 - February 2007
Skills
Change Management, Series 7, Management, Process Improvement, Data Analysis, Business Analysis, Project Management, Relationship Management, Financial Services
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2005
Bachelor of Science (BS), Business Administration
Vanguard January 2014 - Present
Vanguard May 2011 - December 2013
Vanguard March 2007 - April 2011
Vanguard July 2005 - February 2007
Skills
Change Management, Series 7, Management, Process Improvement, Data Analysis, Business Analysis, Project Management, Relationship Management, Financial Services
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2005
Bachelor of Science (BS), Business Administration
Walnore Johnson, MBA's Vanguard Experience September 2014 - Present
Job Technology Project Lead @ Vanguard
Industry Financial Services
Experience
Vanguard September 2014 - Present
Vanguard February 2013 - September 2014
Vanguard June 2006 - February 2013
Operations Senior February 2001 - January 2005
Ocean Bank February 1999 - May 2001
Skills
Mutual Funds, Series 6, Investments, Series 63, Compliance, Create Policies and..., Securities, Accounting, Banking, Insurance, Relationship Management, Financial Services, Strategic Financial..., Sales, Customer Service, Process Improvement, Business Analysis
Education
University of Phoenix 2007 — 2008
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
University of North Carolina at Charlotte 2002 — 2006
Bachelor of Arts (B.A.), Communications, Concentration in PR
Vanguard September 2014 - Present
Vanguard February 2013 - September 2014
Vanguard June 2006 - February 2013
Operations Senior February 2001 - January 2005
Ocean Bank February 1999 - May 2001
Skills
Mutual Funds, Series 6, Investments, Series 63, Compliance, Create Policies and..., Securities, Accounting, Banking, Insurance, Relationship Management, Financial Services, Strategic Financial..., Sales, Customer Service, Process Improvement, Business Analysis
Education
University of Phoenix 2007 — 2008
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
University of North Carolina at Charlotte 2002 — 2006
Bachelor of Arts (B.A.), Communications, Concentration in PR
Carson Black's Vanguard Experience January 2014 - Present
Job Technical Lead at Vanguard
Industry Financial Services
Experience
Vanguard January 2014 - Present
Vanguard May 2012 - December 2013
Vanguard January 2009 - April 2012
Vanguard June 2007 - December 2008
Skills
Spring, Web Services, Hibernate, Web Applications, JSF, Java, JavaScript, Python, Maven, Subversion, Unix Shell Scripting, Selenium, Object Oriented Design, Performance Engineering, Java Enterprise Edition, SDLC, Agile Methodologies, Project Management
Education
University of North Carolina at Charlotte 2005 — 2006
M.S., Information Technology
University of North Carolina at Charlotte 2001 — 2005
B.S., Computer Science
Vanguard January 2014 - Present
Vanguard May 2012 - December 2013
Vanguard January 2009 - April 2012
Vanguard June 2007 - December 2008
Skills
Spring, Web Services, Hibernate, Web Applications, JSF, Java, JavaScript, Python, Maven, Subversion, Unix Shell Scripting, Selenium, Object Oriented Design, Performance Engineering, Java Enterprise Edition, SDLC, Agile Methodologies, Project Management
Education
University of North Carolina at Charlotte 2005 — 2006
M.S., Information Technology
University of North Carolina at Charlotte 2001 — 2005
B.S., Computer Science
Charles Manning's Vanguard Experience April 2007 - January 2008
Job Director, Learning Delivery, Business Class Care and Operations Management at Time Warner Cable
Industry Retail
Experience
Time Warner Cable June 2015 - Present
Time Warner Cable March 2012 - Present
AXA Equitable January 2011 - March 2012
SMPC 2010 - 2011
Family Dollar January 2010 - December 2010
LPL Financial January 2008 - March 2009
Vanguard April 2007 - January 2008
Vanguard July 1997 - January 2008
Skills
Coaching, Leadership Development, Human Resources, Performance Management, Customer Service, Public Speaking, Training Delivery, Training, Call Centers, Team Leadership, CRM, Microsoft Office, Management, Program Management, Leadership, Onboarding, Recruiting, Six Sigma, Personnel Management, Process Improvement, Staff Development, Organizational..., PowerPoint, Team Building, Instructional Design, Employee Relations
Education
University of North Carolina at Charlotte - Belk College of Business 1994 — 1999
Masters, Business Administration - Human Resource Management
Appalachian State
Bachelor of Science Degree, Psychology; Human Resource Management
Time Warner Cable June 2015 - Present
Time Warner Cable March 2012 - Present
AXA Equitable January 2011 - March 2012
SMPC 2010 - 2011
Family Dollar January 2010 - December 2010
LPL Financial January 2008 - March 2009
Vanguard April 2007 - January 2008
Vanguard July 1997 - January 2008
Skills
Coaching, Leadership Development, Human Resources, Performance Management, Customer Service, Public Speaking, Training Delivery, Training, Call Centers, Team Leadership, CRM, Microsoft Office, Management, Program Management, Leadership, Onboarding, Recruiting, Six Sigma, Personnel Management, Process Improvement, Staff Development, Organizational..., PowerPoint, Team Building, Instructional Design, Employee Relations
Education
University of North Carolina at Charlotte - Belk College of Business 1994 — 1999
Masters, Business Administration - Human Resource Management
Appalachian State
Bachelor of Science Degree, Psychology; Human Resource Management
Ashme Patel's Vanguard Experience June 2002 - January 2005
Job Financial Services Professional
Industry Financial Services
Experience
JPMorgan Chase & Co. November 2005 - July 2010
Vanguard June 2002 - January 2005
Skills
Banking, Accounting, Equities, Finance, Financial Analysis
Education
University of North Carolina at Charlotte 1996 — 2000
JPMorgan Chase & Co. November 2005 - July 2010
Vanguard June 2002 - January 2005
Skills
Banking, Accounting, Equities, Finance, Financial Analysis
Education
University of North Carolina at Charlotte 1996 — 2000
Edwin Pair, PMP's Vanguard Experience December 1999 - March 2002
Job Program Manager Technical Delivery at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2010 - Present
TIAA-CREF May 2010 - Present
TIAA-CREF October 2006 - May 2010
TIAA-CREF October 2006 - May 2010
TIAA-CREF March 2002 - October 2006
TIAA-CREF March 2002 - October 2006
Vanguard December 1999 - March 2002
Vanguard December 1999 - March 2002
Vanguard December 1999 - March 2002
IBM Global Services, Insurance Industry February 1998 - December 1999
Skills
PMP, Program Management, Release Management, Portfolio Management, ITIL, PMO, Software Quality..., Integration, IT Management, Business Analysis, Project Delivery, SDLC, Outsourcing, Change Management, Vendor Management, Performance Management, Project Management, SharePoint, Risk Management, Disaster Recovery, CRM, Software Development, Management, Resource Management, Application Lifecycle...
Education
George Washington University, ESI 2010 — 2014
Masters Certificate, Program Management
University of North Carolina at Charlotte 1979 — 1983
BS, Mathematics (option in Computer Science)
TIAA-CREF May 2010 - Present
TIAA-CREF May 2010 - Present
TIAA-CREF October 2006 - May 2010
TIAA-CREF October 2006 - May 2010
TIAA-CREF March 2002 - October 2006
TIAA-CREF March 2002 - October 2006
Vanguard December 1999 - March 2002
Vanguard December 1999 - March 2002
Vanguard December 1999 - March 2002
IBM Global Services, Insurance Industry February 1998 - December 1999
Skills
PMP, Program Management, Release Management, Portfolio Management, ITIL, PMO, Software Quality..., Integration, IT Management, Business Analysis, Project Delivery, SDLC, Outsourcing, Change Management, Vendor Management, Performance Management, Project Management, SharePoint, Risk Management, Disaster Recovery, CRM, Software Development, Management, Resource Management, Application Lifecycle...
Education
George Washington University, ESI 2010 — 2014
Masters Certificate, Program Management
University of North Carolina at Charlotte 1979 — 1983
BS, Mathematics (option in Computer Science)
Renia Chase's Vanguard Experience July 2002 - March 2004
Job Account Manager at AGDATA
Industry Program Development
Experience
AGDATA July 2007 - Present
CRI Solutions Inc. May 2004 - May 2007
Vanguard July 2002 - March 2004
Skills
Customer Service, Web Project Management, Loyalty Programs, Project Coordination
Education
UNC Charlotte 1998 — 2002
BS, Business Administration with a Concentration in Finance
AGDATA July 2007 - Present
CRI Solutions Inc. May 2004 - May 2007
Vanguard July 2002 - March 2004
Skills
Customer Service, Web Project Management, Loyalty Programs, Project Coordination
Education
UNC Charlotte 1998 — 2002
BS, Business Administration with a Concentration in Finance
Brad Wagner's Vanguard Experience January 2014 - Present
Job Project Manager at Vanguard
Industry Financial Services
Experience
Vanguard January 2014 - Present
Vanguard October 2011 - January 2014
Vanguard July 2010 - October 2011
UNC Charlotte January 2009 - May 2010
Liberty Mutual Insurance May 2008 - January 2009
Carroll Financial September 2007 - December 2007
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Risk Management, PowerPoint, Microsoft Office, Customer Service, Data Analysis, Portfolio Management, Leadership, Microsoft Word, Investments, Bloomberg, Process Improvement, Valuation, Outlook, Access, Strategic Financial..., Project Management, Investment Management, Contingency Planning, Facilities Management, Team Leadership, Change Management, Series 6, Series 7, Series 63, Performance Management, Training, Business Development
Education
University of North Carolina at Charlotte - Belk College of Business 2009 — 2010
MBA, Management
University of North Carolina at Charlotte - Belk College of Business 2004 — 2008
B.S.B.A., Finance, Economics
Vanguard January 2014 - Present
Vanguard October 2011 - January 2014
Vanguard July 2010 - October 2011
UNC Charlotte January 2009 - May 2010
Liberty Mutual Insurance May 2008 - January 2009
Carroll Financial September 2007 - December 2007
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Risk Management, PowerPoint, Microsoft Office, Customer Service, Data Analysis, Portfolio Management, Leadership, Microsoft Word, Investments, Bloomberg, Process Improvement, Valuation, Outlook, Access, Strategic Financial..., Project Management, Investment Management, Contingency Planning, Facilities Management, Team Leadership, Change Management, Series 6, Series 7, Series 63, Performance Management, Training, Business Development
Education
University of North Carolina at Charlotte - Belk College of Business 2009 — 2010
MBA, Management
University of North Carolina at Charlotte - Belk College of Business 2004 — 2008
B.S.B.A., Finance, Economics
George Tiwari's Vanguard Experience June 2002 - November 2004
Job Senior Audit Leader at Wells Fargo
Industry Accounting
Experience
Wells Fargo Inc November 2013 - Present
Robert Half Management Resources July 2013 - November 2013
ExperisNL October 2009 - July 2013
Scottish Re September 2007 - February 2009
Jefferson Wells December 2004 - September 2007
Vanguard June 2002 - November 2004
Bank of America April 1999 - May 2002
Skills
Internal Audit, Enterprise Risk..., Internal Controls, Sarbanes-Oxley Act, IFRS, Accounting, US GAAP, Supply Chain Management, International and..., Sarbanes-Oxley, Auditing, Financial Audits, Business Process, Banking, IT Audit, Finance, Financial Analysis, Financial Risk, Risk Management
Education
UNCC 1996 — 1999
Accounting - Completed prerequisite classes to sit for the CPA examination.
University of Guyana 1984 — 1989
Bachelor's of Social Science - BSoc, Management (Credit)
Wells Fargo Inc November 2013 - Present
Robert Half Management Resources July 2013 - November 2013
ExperisNL October 2009 - July 2013
Scottish Re September 2007 - February 2009
Jefferson Wells December 2004 - September 2007
Vanguard June 2002 - November 2004
Bank of America April 1999 - May 2002
Skills
Internal Audit, Enterprise Risk..., Internal Controls, Sarbanes-Oxley Act, IFRS, Accounting, US GAAP, Supply Chain Management, International and..., Sarbanes-Oxley, Auditing, Financial Audits, Business Process, Banking, IT Audit, Finance, Financial Analysis, Financial Risk, Risk Management
Education
UNCC 1996 — 1999
Accounting - Completed prerequisite classes to sit for the CPA examination.
University of Guyana 1984 — 1989
Bachelor's of Social Science - BSoc, Management (Credit)
Bruce Spencer, CFP®'s Vanguard Experience 2004 - 2006
Job Vice President Wealth Planner at SunTrust
Industry Financial Services
Experience
SunTrust Bank May 2013 - Present
TIAA-CREF September 2006 - May 2013
Vanguard 2004 - 2006
The Vanguard Group 2002 - 2004
Vanguard 1999 - 2002
Skills
Finance, 401k, Retirement, Series 7, Series 63, Strategic Financial..., Wealth Management, Financial Services, Series 6, Retirement Planning, Mutual Funds, Relationship Management
Education
University of North Carolina at Charlotte - Belk College of Business 1990 — 1996
BSBA, Finance
SunTrust Bank May 2013 - Present
TIAA-CREF September 2006 - May 2013
Vanguard 2004 - 2006
The Vanguard Group 2002 - 2004
Vanguard 1999 - 2002
Skills
Finance, 401k, Retirement, Series 7, Series 63, Strategic Financial..., Wealth Management, Financial Services, Series 6, Retirement Planning, Mutual Funds, Relationship Management
Education
University of North Carolina at Charlotte - Belk College of Business 1990 — 1996
BSBA, Finance
John Pilkington, CFA,CFP®'s Vanguard Experience September 2004 - Present
Job Senior Financial Advisor at Vanguard
Industry Financial Services
Experience
Vanguard September 2004 - Present
Skills
Retirement Planning, Wealth Management, Investments, Investment Strategies, Mutual Funds, Series 7, Series 63, Financial Planning, Investment Management, Portfolio Management, Finance, Estate Planning, Financial Modeling, Financial Analysis, Asset Allocation, Investment Advisory, Risk Management, Certified Financial..., Retirement, Financial Advisory, Alternative Investments, Securities
Education
University of North Carolina at Chapel Hill 1999 — 2004
B.A., Economics
Vanguard September 2004 - Present
Skills
Retirement Planning, Wealth Management, Investments, Investment Strategies, Mutual Funds, Series 7, Series 63, Financial Planning, Investment Management, Portfolio Management, Finance, Estate Planning, Financial Modeling, Financial Analysis, Asset Allocation, Investment Advisory, Risk Management, Certified Financial..., Retirement, Financial Advisory, Alternative Investments, Securities
Education
University of North Carolina at Chapel Hill 1999 — 2004
B.A., Economics
Drew Vetter, CAIA's Vanguard Experience January 2005 - January 2006
Job AVP Middle Office Rates at Wells Fargo
Industry Capital Markets
Experience
Wells Fargo March 2014 - Present
Credit Suisse January 2013 - February 2014
Credit Suisse November 2009 - December 2012
First Southwest Company June 2007 - July 2009
Vanguard January 2005 - January 2006
Skills
Bloomberg, Derivatives, Fixed Income, Hedge Funds, Structured Products, Swaps, Investments, Credit Risk, Risk Management, Fund Of Funds, Capital Markets, Credit Derivatives, Interest Rate..., Bonds, Financial Markets, Market Risk, Alternative Investments, Structured Finance, Credit Analysis, Counterparty Risk, Quantitative Finance, Due Diligence, Trading, Equity Derivatives, Valuation
Education
University of North Carolina at Charlotte 2006 — 2007
Master of Science, Mathematical Finance
University of North Carolina at Wilmington 1999 — 2003
Bachelor of Science, Finance
Myers Park H.S.
UNIVERSITY OF SWANSEA AT WALES
Wells Fargo March 2014 - Present
Credit Suisse January 2013 - February 2014
Credit Suisse November 2009 - December 2012
First Southwest Company June 2007 - July 2009
Vanguard January 2005 - January 2006
Skills
Bloomberg, Derivatives, Fixed Income, Hedge Funds, Structured Products, Swaps, Investments, Credit Risk, Risk Management, Fund Of Funds, Capital Markets, Credit Derivatives, Interest Rate..., Bonds, Financial Markets, Market Risk, Alternative Investments, Structured Finance, Credit Analysis, Counterparty Risk, Quantitative Finance, Due Diligence, Trading, Equity Derivatives, Valuation
Education
University of North Carolina at Charlotte 2006 — 2007
Master of Science, Mathematical Finance
University of North Carolina at Wilmington 1999 — 2003
Bachelor of Science, Finance
Myers Park H.S.
UNIVERSITY OF SWANSEA AT WALES
Ashley H. Mckain's Vanguard Experience September 2014 - Present
Job Talent Management & Event Logistics Specialist at Vanguard
Industry Financial Services
Experience
Vanguard September 2014 - Present
Vanguard October 2012 - September 2014
Vanguard August 2013 - March 2014
Vanguard June 2011 - October 2012
Expeditors International March 2010 - May 2011
Live Nation February 2006 - January 2009
Skills
Customer Service, Financial Services, Investment Management, Series 7, Series 6, Series 63, Management, Talent Acquisition, Process Improvement, Recruiting, Employee Engagement, Employee Relations, Microsoft Office, Customs Brokerage, Customs Regulations, Live Events
Education
University of North Carolina at Charlotte 2005 — 2009
Bachelor of Science (BS), Business Administration
Vanguard September 2014 - Present
Vanguard October 2012 - September 2014
Vanguard August 2013 - March 2014
Vanguard June 2011 - October 2012
Expeditors International March 2010 - May 2011
Live Nation February 2006 - January 2009
Skills
Customer Service, Financial Services, Investment Management, Series 7, Series 6, Series 63, Management, Talent Acquisition, Process Improvement, Recruiting, Employee Engagement, Employee Relations, Microsoft Office, Customs Brokerage, Customs Regulations, Live Events
Education
University of North Carolina at Charlotte 2005 — 2009
Bachelor of Science (BS), Business Administration
Brandon Bush's Vanguard Experience January 2014 - Present
Job Client Relationship Specialist at Vanguard
Industry Financial Services
Experience
Vanguard January 2014 - Present
Allstate Investments LLC August 2011 - January 2014
Allstate Insurance April 2006 - August 2011
Allstate Insurance Company March 2009 - September 2009
Skills
Data Warehousing, Informatica, Databases, Oracle, SQL, Data Mining, Data Analysis, Microstrategy, Direct Sales, Unix Shell Scripting, Unix, XML, PL/SQL, Windows, Troubleshooting, Oracle SQL, HTML/XML, JavaScript, Oracle SQL Developer, Toad 9.0, IBM Tivoli, Reflection X, Putty, FTP software, Citrix, SQL Server Management..., Series 7
Education
University of North Carolina at Charlotte 2001 — 2005
B.A. in Computer Science, IT Security, Computer Programming
Vanguard January 2014 - Present
Allstate Investments LLC August 2011 - January 2014
Allstate Insurance April 2006 - August 2011
Allstate Insurance Company March 2009 - September 2009
Skills
Data Warehousing, Informatica, Databases, Oracle, SQL, Data Mining, Data Analysis, Microstrategy, Direct Sales, Unix Shell Scripting, Unix, XML, PL/SQL, Windows, Troubleshooting, Oracle SQL, HTML/XML, JavaScript, Oracle SQL Developer, Toad 9.0, IBM Tivoli, Reflection X, Putty, FTP software, Citrix, SQL Server Management..., Series 7
Education
University of North Carolina at Charlotte 2001 — 2005
B.A. in Computer Science, IT Security, Computer Programming
Devon Pennington's Vanguard Experience 2007 - 2009
Job MBA Candidate Class of 2017, UNC KenanFlagler
Industry Investment Management
Experience
BOE Securities, Inc. 2012 - 2015
Wells Fargo 2010 - 2012
Citizens Bank 2009 - 2010
Vanguard 2007 - 2009
ADP 2005 - 2007
Skills
Financial Analysis, Financial Services, Analysis, Investments, Corporate Finance, Valuation, Portfolio Management, Quantitative Research, Project Management, Trading, Public Speaking, Management, Equities, Financial Modeling, Financial Markets, Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2015 — 2017
Master of Business Administration (MBA), Capital Markets & Asset Management
Wharton School, University of Pennsylvania 2006 — 2009
Finance, Marketing
University of Chicago 2000 — 2004
Bachelor of Arts (B.A.), Classics
BOE Securities, Inc. 2012 - 2015
Wells Fargo 2010 - 2012
Citizens Bank 2009 - 2010
Vanguard 2007 - 2009
ADP 2005 - 2007
Skills
Financial Analysis, Financial Services, Analysis, Investments, Corporate Finance, Valuation, Portfolio Management, Quantitative Research, Project Management, Trading, Public Speaking, Management, Equities, Financial Modeling, Financial Markets, Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2015 — 2017
Master of Business Administration (MBA), Capital Markets & Asset Management
Wharton School, University of Pennsylvania 2006 — 2009
Finance, Marketing
University of Chicago 2000 — 2004
Bachelor of Arts (B.A.), Classics
Susan Hang's Vanguard Experience March 2012 - June 2013
Job Assistant Planner at Belk
Industry Retail
Experience
Belk September 2014 - Present
Belk June 2014 - September 2014
Piedmont Hardware Brands June 2013 - May 2014
Vanguard March 2012 - June 2013
Vanguard June 2011 - March 2012
Vanguard April 2010 - June 2011
Embassy Connection August 2008 - February 2009
Target May 2008 - August 2008
Skills
Investments, Management, Forecasting, Competitive Analysis, Sales, Finance, Customer Service, Retail, Supply Chain Management, Time Management, Trading, Procurement, Equities, Financial Analysis, Mutual Funds, Strategic Financial..., Analysis
Education
UNC Charlotte 2006 — 2009
BSBA, International Business
Belk September 2014 - Present
Belk June 2014 - September 2014
Piedmont Hardware Brands June 2013 - May 2014
Vanguard March 2012 - June 2013
Vanguard June 2011 - March 2012
Vanguard April 2010 - June 2011
Embassy Connection August 2008 - February 2009
Target May 2008 - August 2008
Skills
Investments, Management, Forecasting, Competitive Analysis, Sales, Finance, Customer Service, Retail, Supply Chain Management, Time Management, Trading, Procurement, Equities, Financial Analysis, Mutual Funds, Strategic Financial..., Analysis
Education
UNC Charlotte 2006 — 2009
BSBA, International Business
Navya Kommareddy's Vanguard Experience January 2011 - Present
Job Application Analyst Financial Trading
Industry Financial Services
Experience
Vanguard January 2011 - Present
Education
University of North Carolina at Charlotte 2009 — 2011
Master of Science, Software Information Systems
Vanguard January 2011 - Present
Education
University of North Carolina at Charlotte 2009 — 2011
Master of Science, Software Information Systems
Stacia Gaskin's Vanguard Experience July 2004 - March 2005
Job Talent Acquisition Associate
Industry Human Resources
Experience
TIAA-CREF August 2010 - Present
TIAA-CREF March 2008 - August 2010
TIAA-CREF April 2005 - March 2008
Vanguard July 2004 - March 2005
United Way of America July 2003 - November 2003
Skills
Mutual Funds, Customer Service, PeopleSoft, Employee Benefits, Human Resources, IRAs, Training, Relationship Management, Microsoft Office, Customer Satisfaction
Education
University of North Carolina at Chapel Hill 1999 — 2003
BA, Communications
Hempstead High School
TIAA-CREF August 2010 - Present
TIAA-CREF March 2008 - August 2010
TIAA-CREF April 2005 - March 2008
Vanguard July 2004 - March 2005
United Way of America July 2003 - November 2003
Skills
Mutual Funds, Customer Service, PeopleSoft, Employee Benefits, Human Resources, IRAs, Training, Relationship Management, Microsoft Office, Customer Satisfaction
Education
University of North Carolina at Chapel Hill 1999 — 2003
BA, Communications
Hempstead High School
Mona Jones's Vanguard Experience January 1997 - August 2002
Job Business Process Consultant at Wells Fargo Capital Finance
Industry Financial Services
Experience
Wells Fargo Capital Finance February 2014 - Present
Wells Fargo Bank April 2013 - January 2014
Bank of America April 2012 - February 2013
Wells Fargo October 2011 - December 2011
Fidelity National Informational Services FIS GLOBAL April 2011 - August 2011
TIAA-CREF September 2002 - December 2010
Vanguard January 1997 - August 2002
Skills
Requirements Gathering, Business Analysis, Investments, Risk Management, Microsoft Excel, Microsoft Office, Financial Services, Requirements Analysis, SharePoint
Education
University of Phoenix 2006 — 2008
Master of Business Administration (MBA), Business Administration and Management, General
University of North Carolina at Charlotte 1998 — 2002
Bachelor's degree, Criminal Justice
Wells Fargo Capital Finance February 2014 - Present
Wells Fargo Bank April 2013 - January 2014
Bank of America April 2012 - February 2013
Wells Fargo October 2011 - December 2011
Fidelity National Informational Services FIS GLOBAL April 2011 - August 2011
TIAA-CREF September 2002 - December 2010
Vanguard January 1997 - August 2002
Skills
Requirements Gathering, Business Analysis, Investments, Risk Management, Microsoft Excel, Microsoft Office, Financial Services, Requirements Analysis, SharePoint
Education
University of Phoenix 2006 — 2008
Master of Business Administration (MBA), Business Administration and Management, General
University of North Carolina at Charlotte 1998 — 2002
Bachelor's degree, Criminal Justice
Rick Lanier's Vanguard Experience November 1999 - Present
Job Tech Lead at Vanguard
Industry Financial Services
Experience
Vanguard November 1999 - Present
Keane June 1998 - October 1999
Bank of America June 1997 - June 1998
North Carolina Forestry Service February 1990 - June 1992
Rockingham Airport March 1988 - July 1990
Skills
COBOL, DB2, JCL, CICS, TSO, Mainframe, Agile, Easytrieve, Agile Methodologies, SDLC, Scrum, Quality Center
Education
University of North Carolina at Charlotte 1994 — 1997
BA, Computer Science
Vanguard November 1999 - Present
Keane June 1998 - October 1999
Bank of America June 1997 - June 1998
North Carolina Forestry Service February 1990 - June 1992
Rockingham Airport March 1988 - July 1990
Skills
COBOL, DB2, JCL, CICS, TSO, Mainframe, Agile, Easytrieve, Agile Methodologies, SDLC, Scrum, Quality Center
Education
University of North Carolina at Charlotte 1994 — 1997
BA, Computer Science
Kara Stroud's Vanguard Experience June 2004 - November 2006
Job Financial Services Professional
Industry Financial Services
Experience
Linsco Private Ledger August 2007 - July 2011
Vanguard June 2004 - November 2006
Vanguard June 2003 - June 2004
Vanguard January 1999 - June 2003
Vanguard Group October 1997 - January 1999
Transamerica Life Companies April 1994 - April 1997
Public Library Charlotte June 1992 - April 1994
Skills
•Firm knowledge of..., •Proven ability to..., •Demonstrated ability..., •Strong attention to...
Education
University of North Carolina at Chapel Hill 1988 — 1992
BA, Political Science
Linsco Private Ledger August 2007 - July 2011
Vanguard June 2004 - November 2006
Vanguard June 2003 - June 2004
Vanguard January 1999 - June 2003
Vanguard Group October 1997 - January 1999
Transamerica Life Companies April 1994 - April 1997
Public Library Charlotte June 1992 - April 1994
Skills
•Firm knowledge of..., •Proven ability to..., •Demonstrated ability..., •Strong attention to...
Education
University of North Carolina at Chapel Hill 1988 — 1992
BA, Political Science
Chris Washam's Vanguard Experience 2011 - 2012
Job Officer, Analytics Consultant at Wells Fargo Global Financial Institutions
Industry Financial Services
Experience
Wells Fargo Global Financial Institutions January 2013 - Present
Morehead Associates July 2012 - January 2013
Wells Fargo Securities March 2012 - June 2012
Vanguard 2011 - 2012
Skills
Microsoft Excel, Access, Pivot Tables, Salesforce.com, SQL, Microsoft SQL Server, Data Analysis, Visio, Financial Reporting, Financial Analysis, SSRS, SSIS, Sybase, SAS, Microsoft CRM, Data Mining, PowerPoint, SharePoint, Confirmit, Microsoft Dynamics, Database Tools, PowerPivot, Finance
Education
University of North Carolina at Charlotte 2005 — 2008
Bachelor of Science (BS), Economics
Wells Fargo Global Financial Institutions January 2013 - Present
Morehead Associates July 2012 - January 2013
Wells Fargo Securities March 2012 - June 2012
Vanguard 2011 - 2012
Skills
Microsoft Excel, Access, Pivot Tables, Salesforce.com, SQL, Microsoft SQL Server, Data Analysis, Visio, Financial Reporting, Financial Analysis, SSRS, SSIS, Sybase, SAS, Microsoft CRM, Data Mining, PowerPoint, SharePoint, Confirmit, Microsoft Dynamics, Database Tools, PowerPivot, Finance
Education
University of North Carolina at Charlotte 2005 — 2008
Bachelor of Science (BS), Economics
Dustin Almond's Vanguard Experience August 2011 - Present
Job Fixed Income Specialist at Vanguard
Industry Financial Services
Experience
Vanguard August 2011 - Present
Vanguard September 2008 - August 2011
Skills
Fixed Income Portfolio..., Bond Markets, Preferred Stock, ETFs, Equity Trading, SharePoint..., Microsoft Excel, Microsoft Access, Portfolio Management, Equities, Fixed Income, Investments, Bonds, Financial Analysis, Series 63, Retirement Planning, Securities, Series 7, Management, Retirement
Education
University of North Carolina at Charlotte 2000 — 2005
Bachelor's degree, Finance and Financial Management Services
University of North Carolina at Charlotte 2000 — 2004
BS, Finance
Vanguard August 2011 - Present
Vanguard September 2008 - August 2011
Skills
Fixed Income Portfolio..., Bond Markets, Preferred Stock, ETFs, Equity Trading, SharePoint..., Microsoft Excel, Microsoft Access, Portfolio Management, Equities, Fixed Income, Investments, Bonds, Financial Analysis, Series 63, Retirement Planning, Securities, Series 7, Management, Retirement
Education
University of North Carolina at Charlotte 2000 — 2005
Bachelor's degree, Finance and Financial Management Services
University of North Carolina at Charlotte 2000 — 2004
BS, Finance
Danielle Lake-Nestor's Vanguard Experience October 2007 - October 2008
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC November 2008 - Present
Vanguard October 2007 - October 2008
Skills
Series 6, Life, Series 63, Fixed Annuities, Mutual Funds, Retirement Planning, Life Insurance, Financial Goals
Education
University of North Carolina at Charlotte 2002 — 2007
Bachelor of Arts (B.A.), Major: Criminal Justice and Corrections Minor: Psychology
VALIC November 2008 - Present
Vanguard October 2007 - October 2008
Skills
Series 6, Life, Series 63, Fixed Annuities, Mutual Funds, Retirement Planning, Life Insurance, Financial Goals
Education
University of North Carolina at Charlotte 2002 — 2007
Bachelor of Arts (B.A.), Major: Criminal Justice and Corrections Minor: Psychology
Katie Waters's Vanguard Experience June 2011 - July 2012
Job Compliance Advisor at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. March 2013 - Present
Vanguard June 2011 - July 2012
Vanguard December 2009 - June 2011
Vanguard September 2008 - December 2009
Granville Towers/Allen & O'Hara May 2005 - September 2008
Skills
Series 7, Series 63, Conflict Resolution, Leadership, Writing, Editing, Coaching, Training, Oral & Written..., Consultative Selling..., Mutual Funds, Retirement, Asset Allocation, Securities, Investments, Time Management, Risk Management, Investment Advisory, Financial Services, 401k, IRAs
Education
UNC Chapel Hill
Exercise and Sport Science
SRHS
Raymond James Financial Inc. March 2013 - Present
Vanguard June 2011 - July 2012
Vanguard December 2009 - June 2011
Vanguard September 2008 - December 2009
Granville Towers/Allen & O'Hara May 2005 - September 2008
Skills
Series 7, Series 63, Conflict Resolution, Leadership, Writing, Editing, Coaching, Training, Oral & Written..., Consultative Selling..., Mutual Funds, Retirement, Asset Allocation, Securities, Investments, Time Management, Risk Management, Investment Advisory, Financial Services, 401k, IRAs
Education
UNC Chapel Hill
Exercise and Sport Science
SRHS
Rasheea Jones's Vanguard Experience July 2010 - September 2013
Job Client Relationship Specialist at Vanguard
Industry Financial Services
Experience
Madden Consulting 2005 - Present
Vanguard July 2010 - September 2013
Skills
•Series 6 and Series..., •Property and Casualty..., •Knowledge of..., •Experience with..., Customer Service, Call Centers, Payroll, Teamwork, Series 63, Mutual Funds, Financial Services, Retirement, 401k, Lotus Notes, Access, Finance, Insurance, Outlook, Microsoft Office, Time Management, Training
Education
UNC Charlotte 2005 — 2009
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Madden Consulting 2005 - Present
Vanguard July 2010 - September 2013
Skills
•Series 6 and Series..., •Property and Casualty..., •Knowledge of..., •Experience with..., Customer Service, Call Centers, Payroll, Teamwork, Series 63, Mutual Funds, Financial Services, Retirement, 401k, Lotus Notes, Access, Finance, Insurance, Outlook, Microsoft Office, Time Management, Training
Education
UNC Charlotte 2005 — 2009
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Harsh Mody's Vanguard Experience May 2012 - Present
Job Software Developer at Vanguard
Industry Financial Services
Experience
Vanguard May 2012 - Present
NVIDIA January 2013 - December 2013
Skills
Agile Methodologies, SQL, XML, Java, JavaScript, Spring, Microsoft SQL Server, Fixed Income, Equities, Scrum, Business Analysis, Java Enterprise Edition, Oracle, Algorithms, Objective-C, Parallel Programming, Android, Eclipse, Subversion, JUnit, Web Applications, Maven, MySQL, Testing, Web Services, Visual Studio
Education
UNC Charlotte 2009 — 2013
Bachelor of Business Administration (B.B.A.), Computer Science
Vanguard May 2012 - Present
NVIDIA January 2013 - December 2013
Skills
Agile Methodologies, SQL, XML, Java, JavaScript, Spring, Microsoft SQL Server, Fixed Income, Equities, Scrum, Business Analysis, Java Enterprise Edition, Oracle, Algorithms, Objective-C, Parallel Programming, Android, Eclipse, Subversion, JUnit, Web Applications, Maven, MySQL, Testing, Web Services, Visual Studio
Education
UNC Charlotte 2009 — 2013
Bachelor of Business Administration (B.B.A.), Computer Science
Alisha Gettys's Vanguard Experience September 2013 - November 2014
Job Financial Consultant
Industry Financial Services
Experience
TIAA-CREF December 2014 - Present
Vanguard September 2013 - November 2014
Cabarrus County Schools August 2012 - September 2013
Charlotte Mecklenburg August 2010 - June 2012
Ann Taylor August 2008 - October 2011
Skills
Sales, Process Improvement, Financial Services, Data Analysis, Analysis, Event Planning, Teaching, Public Speaking, Instructional Design, Classroom Management, Sales Management..., Workshop Facilitation, Time Management, Problem Solving, Training, Curriculum Development, Customer Service
Education
University of North Carolina at Charlotte 2006 — 2010
Bachelor of Arts (B.A.), Education, minor in English, 3.95
University of North Carolina at Charlotte 2006 — 2010
Bachelor of Arts (B.A.), Education, 3.95
TIAA-CREF December 2014 - Present
Vanguard September 2013 - November 2014
Cabarrus County Schools August 2012 - September 2013
Charlotte Mecklenburg August 2010 - June 2012
Ann Taylor August 2008 - October 2011
Skills
Sales, Process Improvement, Financial Services, Data Analysis, Analysis, Event Planning, Teaching, Public Speaking, Instructional Design, Classroom Management, Sales Management..., Workshop Facilitation, Time Management, Problem Solving, Training, Curriculum Development, Customer Service
Education
University of North Carolina at Charlotte 2006 — 2010
Bachelor of Arts (B.A.), Education, minor in English, 3.95
University of North Carolina at Charlotte 2006 — 2010
Bachelor of Arts (B.A.), Education, 3.95
Noelle Leader's Vanguard Experience February 2013 - Present
Job Voyager Growth Investment Professional at Vanguard
Industry Financial Services
Experience
Vanguard February 2013 - Present
Marshalls September 2009 - January 2013
Ram Village Offices August 2011 - May 2012
Skills
Series 63, Series 7, Mutual Funds, Investments, Financial Services, Microsoft Excel, Customer Service, Relationship Management, Sales, PowerPoint, Microsoft Office, Marketing, Retirement Planning, Leadership, Microsoft Word, Social Media, Portfolio Management, Retirement, Time Management
Education
University of North Carolina at Chapel Hill 2008 — 2012
Bachelor of Arts (BA), Communication and Media Studies
Vanguard February 2013 - Present
Marshalls September 2009 - January 2013
Ram Village Offices August 2011 - May 2012
Skills
Series 63, Series 7, Mutual Funds, Investments, Financial Services, Microsoft Excel, Customer Service, Relationship Management, Sales, PowerPoint, Microsoft Office, Marketing, Retirement Planning, Leadership, Microsoft Word, Social Media, Portfolio Management, Retirement, Time Management
Education
University of North Carolina at Chapel Hill 2008 — 2012
Bachelor of Arts (BA), Communication and Media Studies
Shannon R's Vanguard Experience May 2011 - January 2012
Job Sr. Broker Dealer Principal
Industry Financial Services
Experience
MetLife April 2014 - Present
Wells Fargo Advisors January 2012 - April 2014
Vanguard May 2011 - January 2012
BB&T September 2008 - May 2011
Wells Fargo August 2006 - September 2008
Education
Wake Forest University 2005 — 2006
Master's Degree
University of North Carolina at Charlotte 2001 — 2005
Bachelor of Arts (B.A.), English Language and Literature, General
MetLife April 2014 - Present
Wells Fargo Advisors January 2012 - April 2014
Vanguard May 2011 - January 2012
BB&T September 2008 - May 2011
Wells Fargo August 2006 - September 2008
Education
Wake Forest University 2005 — 2006
Master's Degree
University of North Carolina at Charlotte 2001 — 2005
Bachelor of Arts (B.A.), English Language and Literature, General
Vicky Fowler's Vanguard Experience January 2015 - Present
Job Information Security Analyst at Vanguard
Industry Financial Services
Experience
Vanguard January 2015 - Present
Vanguard April 2012 - Present
Vanguard 2009 - 2012
UNCC 2007 - 2008
Skills
Project Planning, Business Intelligence, Microsoft Word, Microsoft Excel, Hadoop, Hadoop Development, Hadoop Admin, Java, SQL, JavaScript
Education
University of North Carolina at Charlotte
Mathematics and Computer Science
Vanguard January 2015 - Present
Vanguard April 2012 - Present
Vanguard 2009 - 2012
UNCC 2007 - 2008
Skills
Project Planning, Business Intelligence, Microsoft Word, Microsoft Excel, Hadoop, Hadoop Development, Hadoop Admin, Java, SQL, JavaScript
Education
University of North Carolina at Charlotte
Mathematics and Computer Science
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments