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
Vanguard List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Vanguard. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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9,967 Vanguard employees in database. Find out everything there's to know about Vanguard employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Vanguard Employees
Employee
Years
Job
Industry
Catherine Northington Catherine Northington's Vanguard Experience August 2012 - October 2012
Job Life Writer at The Cheat Sheet
Industry Writing and Editing
Experience
The Cheat Sheet July 2014 - Present
Penn Institute for Urban Research February 2014 - Present
Snippet Studios October 2013 - 2014
Brian Communications October 2012 - April 2013
Vanguard August 2012 - October 2012
Moses Brown School January 2012 - June 2012
The Alembic, Providence College Literary Magazine September 2011 - May 2012
The Cowl, Providence College Student Newspaper March 2011 - May 2012
Veritas, Providence College Yearbook May 2011 - January 2012
Citadel Broadcasting August 2010 - February 2011
Skills
Writing, Editing, Journalism, Blogging, Entertainment Journalism, Report Writing, Creative Writing, Copywriting, Copy Editing, Press Releases, Text Editing, Pitch Development, Public Relations, Adobe Creative Suite, HTML, Microsoft Office, Newspapers, Newspaper Design, Magazines
Education
University of Pennsylvania 2014 — 2014
Postbaccalaureate Studies, Behavioral Science and Psychology
Providence College 2008 — 2012
Bachelor of Arts (B.A.), English
The Cheat Sheet July 2014 - Present
Penn Institute for Urban Research February 2014 - Present
Snippet Studios October 2013 - 2014
Brian Communications October 2012 - April 2013
Vanguard August 2012 - October 2012
Moses Brown School January 2012 - June 2012
The Alembic, Providence College Literary Magazine September 2011 - May 2012
The Cowl, Providence College Student Newspaper March 2011 - May 2012
Veritas, Providence College Yearbook May 2011 - January 2012
Citadel Broadcasting August 2010 - February 2011
Skills
Writing, Editing, Journalism, Blogging, Entertainment Journalism, Report Writing, Creative Writing, Copywriting, Copy Editing, Press Releases, Text Editing, Pitch Development, Public Relations, Adobe Creative Suite, HTML, Microsoft Office, Newspapers, Newspaper Design, Magazines
Education
University of Pennsylvania 2014 — 2014
Postbaccalaureate Studies, Behavioral Science and Psychology
Providence College 2008 — 2012
Bachelor of Arts (B.A.), English
Jillian Tober Jillian Tober's Vanguard Experience September 2013 - June 2014
Job Interm Financial Analyst at Bank of America
Industry Financial Services
Experience
Bank of America June 2015 - Present
Bank of America July 2014 - June 2015
Vanguard September 2013 - June 2014
UNCW University Learning Center April 2010 - May 2013
ADWISE for DPOV January 2013 - March 2013
Skills
Finance, Statistics, Student Development, Tutoring, Academic Tutoring, College Teaching, Analysis, Data Analysis, Calculus, Critical Thinking, Economics, Teamwork, Highly detail oriented, Reliable, Microsoft Excel, Bloomberg Terminal, Access, Customer Service, Financial Analysis, Leadership, Organized Multi-tasker, SAP, SharePoint
Education
University of North Carolina at Wilmington 2009 — 2013
Bachelor of Business Administration (BBA), Finance, 3.98/4.0
Bank of America June 2015 - Present
Bank of America July 2014 - June 2015
Vanguard September 2013 - June 2014
UNCW University Learning Center April 2010 - May 2013
ADWISE for DPOV January 2013 - March 2013
Skills
Finance, Statistics, Student Development, Tutoring, Academic Tutoring, College Teaching, Analysis, Data Analysis, Calculus, Critical Thinking, Economics, Teamwork, Highly detail oriented, Reliable, Microsoft Excel, Bloomberg Terminal, Access, Customer Service, Financial Analysis, Leadership, Organized Multi-tasker, SAP, SharePoint
Education
University of North Carolina at Wilmington 2009 — 2013
Bachelor of Business Administration (BBA), Finance, 3.98/4.0
Andrew Eckert Andrew Eckert's Vanguard Experience May 2014 - July 2014
Job Student at University of Notre Dame Mendoza College of Business
Industry Financial Services
Experience
Robert W. Baird & Co. September 2015 - Present
Vanguard May 2014 - July 2014
Keystone Fire Protection Co. May 2013 - August 2013
DaVinci Consulting Group, LLC May 2012 - August 2012
Skills
Access, Databases, Microsoft Excel, Microsoft Office, Human Resources, PowerPoint, Microsoft Word, Customer Service, Policy
Education
University of Notre Dame - Mendoza College of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
Robert W. Baird & Co. September 2015 - Present
Vanguard May 2014 - July 2014
Keystone Fire Protection Co. May 2013 - August 2013
DaVinci Consulting Group, LLC May 2012 - August 2012
Skills
Access, Databases, Microsoft Excel, Microsoft Office, Human Resources, PowerPoint, Microsoft Word, Customer Service, Policy
Education
University of Notre Dame - Mendoza College of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
Lauren Stockunas's Vanguard Experience May 2013 - August 2013
Job Judicial Extern for the Honorable Cynthia Ann Bashant at U.S. District Court for the Southern District of California
Industry Legal Services
Experience
U.S. District Court for the Southern District of California August 2015 - Present
Student Bar Association April 2015 - Present
DHS - Immigration and Customs Enforcement (ICE) Office of the Chief Counsel May 2015 - August 2015
Vanguard May 2013 - August 2013
Skills
Microsoft Word, Social Media, Microsoft Excel, Public Speaking, Research, Event Planning, PowerPoint, Microsoft Office, Data Analysis, Leadership, Customer Service, Teaching, Management, Time Management, Fundraising
Education
University of San Diego School of Law 2014 — 2017
Juris Doctor (J.D.), 2L
University of Notre Dame 2010 — 2014
BBA, Finance, Philosophy
Moravian Academy 2006 — 2010
High School
U.S. District Court for the Southern District of California August 2015 - Present
Student Bar Association April 2015 - Present
DHS - Immigration and Customs Enforcement (ICE) Office of the Chief Counsel May 2015 - August 2015
Vanguard May 2013 - August 2013
Skills
Microsoft Word, Social Media, Microsoft Excel, Public Speaking, Research, Event Planning, PowerPoint, Microsoft Office, Data Analysis, Leadership, Customer Service, Teaching, Management, Time Management, Fundraising
Education
University of San Diego School of Law 2014 — 2017
Juris Doctor (J.D.), 2L
University of Notre Dame 2010 — 2014
BBA, Finance, Philosophy
Moravian Academy 2006 — 2010
High School
Ebony Davis Ebony Davis's Vanguard Experience October 2013 - April 2014
Job Insurance Followup Specialist
Industry Health, Wellness and Fitness
Experience
Parallon April 2014 - Present
Vanguard October 2013 - April 2014
Vanguard November 2012 - October 2013
NCO Financial Systems August 2011 - November 2012
Skills
HIPAA, Medical Terminology, Data Entry, Time Management, CRM, Medicare, Microsoft Word, Customer Service, Management, Access, Telephone Skills, Microsoft Office, Teamwork, Microsoft Excel, PowerPoint, Leadership, Outlook, Research, Healthcare
Education
Kaplan college 2013 — 2014
Certificate, Medical Insurance Coding Specialist/Coder
University of North Carolina at Greensboro 2004 — 2009
Bachelor of Science (B.S.), Public Health
Parallon April 2014 - Present
Vanguard October 2013 - April 2014
Vanguard November 2012 - October 2013
NCO Financial Systems August 2011 - November 2012
Skills
HIPAA, Medical Terminology, Data Entry, Time Management, CRM, Medicare, Microsoft Word, Customer Service, Management, Access, Telephone Skills, Microsoft Office, Teamwork, Microsoft Excel, PowerPoint, Leadership, Outlook, Research, Healthcare
Education
Kaplan college 2013 — 2014
Certificate, Medical Insurance Coding Specialist/Coder
University of North Carolina at Greensboro 2004 — 2009
Bachelor of Science (B.S.), Public Health
Erica E. Holland's Vanguard Experience May 2013 - August 2013
Job J.D. University of Pennsylvania Law School
Industry Law Practice
Experience
Akin Gump Strauss Hauer & Feld LLP May 2014 - July 2014
Vanguard May 2013 - August 2013
Randstad May 2013 - August 2013
Philadelphia Youth Network July 2011 - August 2012
A Better Chance September 2007 - 2011
Education
University of Pennsylvania Law School 2012 — 2015
Doctor of Law (J.D.)
University of Pennsylvania 2007 — 2011
Bachelor of Arts (BA), Cultural Anthropology
Akin Gump Strauss Hauer & Feld LLP May 2014 - July 2014
Vanguard May 2013 - August 2013
Randstad May 2013 - August 2013
Philadelphia Youth Network July 2011 - August 2012
A Better Chance September 2007 - 2011
Education
University of Pennsylvania Law School 2012 — 2015
Doctor of Law (J.D.)
University of Pennsylvania 2007 — 2011
Bachelor of Arts (BA), Cultural Anthropology
Martin Hahn Martin Hahn's Vanguard Experience August 2013 - May 2014
Job Agent, Atomy America, Inc
Industry Utilities
Experience
Atomy America, Inc January 2015 - Present
Duke Energy Corporation August 2014 - August 2015
Monster Energy September 2012 - September 2014
Vanguard August 2013 - May 2014
Hay Distributing Inc. Red Bull December 2011 - August 2012
C-Store 2008 - 2010
Skills
English, Korean, SAS, Microsoft Word, Microsoft Excel, PowerPoint, Marketing Communications, Marketing, Management, Sales, Retail, Advertising, Leadership, Customer Service
Education
University of North Carolina at Charlotte - Belk College of Business 2008 — 2013
Bachelor of Science (BS), Economics
Atomy America, Inc January 2015 - Present
Duke Energy Corporation August 2014 - August 2015
Monster Energy September 2012 - September 2014
Vanguard August 2013 - May 2014
Hay Distributing Inc. Red Bull December 2011 - August 2012
C-Store 2008 - 2010
Skills
English, Korean, SAS, Microsoft Word, Microsoft Excel, PowerPoint, Marketing Communications, Marketing, Management, Sales, Retail, Advertising, Leadership, Customer Service
Education
University of North Carolina at Charlotte - Belk College of Business 2008 — 2013
Bachelor of Science (BS), Economics
Josh Oltman Josh Oltman's Vanguard Experience September 2014 - December 2014
Job Business Development Consultant (West Coast Region) at Aequitas Capital
Industry Financial Services
Experience
Aequitas Capital December 2014 - Present
Vanguard September 2014 - December 2014
Vanguard August 2013 - August 2014
Morgan Stanley Wealth Management November 2012 - June 2013
University of Oregon September 2009 - June 2013
Broad River June 2012 - September 2012
Atlas Tracks, Inc June 2011 - August 2011
Bernert Plant Nursery June 2008 - August 2008
Skills
Strategic Financial..., Financial Analysis, Reliability, Microsoft Excel, Corporate Finance, Hard Worker, Microsoft Office, Wealth Management, Innovative Thinking, Mutual Funds, Series 7, Alternative Investments
Education
University of Oregon - Charles H. Lundquist College of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), finance and marketing
Aequitas Capital December 2014 - Present
Vanguard September 2014 - December 2014
Vanguard August 2013 - August 2014
Morgan Stanley Wealth Management November 2012 - June 2013
University of Oregon September 2009 - June 2013
Broad River June 2012 - September 2012
Atlas Tracks, Inc June 2011 - August 2011
Bernert Plant Nursery June 2008 - August 2008
Skills
Strategic Financial..., Financial Analysis, Reliability, Microsoft Excel, Corporate Finance, Hard Worker, Microsoft Office, Wealth Management, Innovative Thinking, Mutual Funds, Series 7, Alternative Investments
Education
University of Oregon - Charles H. Lundquist College of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), finance and marketing
Morgane Elizabeth Jardine Marlow's Vanguard Experience August 2014 - Present
Job Client Relationship Associate at Vanguard
Industry Financial Services
Experience
Vanguard August 2014 - Present
Gap Inc. June 2013 - June 2014
Kappa Delta Sorority, Alpha Lambda Chapter January 2013 - December 2013
INN at the 5th March 2013 - June 2013
Kappa Delta Sorority, Alpha Lambda Chapter January 2012 - December 2012
Prophet August 2012 - September 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Research, Outlook, Photoshop, Budgets, Public Speaking, Editing, Strategic Planning, Negotiation, Marketing, Sales
Education
University of Oregon 2010 — 2014
Bachelor's Degree, Business Administration, Finance
Vanguard August 2014 - Present
Gap Inc. June 2013 - June 2014
Kappa Delta Sorority, Alpha Lambda Chapter January 2013 - December 2013
INN at the 5th March 2013 - June 2013
Kappa Delta Sorority, Alpha Lambda Chapter January 2012 - December 2012
Prophet August 2012 - September 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Research, Outlook, Photoshop, Budgets, Public Speaking, Editing, Strategic Planning, Negotiation, Marketing, Sales
Education
University of Oregon 2010 — 2014
Bachelor's Degree, Business Administration, Finance
Johanna Martens Johanna Martens's Vanguard Experience June 2012 - August 2012
Job Software Engineer at Cisco
Industry Computer Networking
Experience
Cisco July 2014 - Present
University of Pennsylvania September 2013 - December 2013
Goldman Sachs May 2013 - August 2013
Vanguard June 2012 - August 2012
Skills
Computer Science, Java, C, PHP, SQL, C++, Git, JavaScript, HTML, Python
Education
University of Pennsylvania 2010 — 2014
B.S.E, Major: Computer Science, Minor: Economics
Cisco July 2014 - Present
University of Pennsylvania September 2013 - December 2013
Goldman Sachs May 2013 - August 2013
Vanguard June 2012 - August 2012
Skills
Computer Science, Java, C, PHP, SQL, C++, Git, JavaScript, HTML, Python
Education
University of Pennsylvania 2010 — 2014
B.S.E, Major: Computer Science, Minor: Economics
Miranda O'Keefe's Vanguard Experience April 2006 - April 2012
Job Chief Compliance Officer Invesco Distributors, Invesco Capital Markets, Invesco Investment Services & Invesco Trust Co
Industry Financial Services
Experience
Invesco Ltd. April 2012 - Present
Vanguard April 2006 - April 2012
Vanguard August 2003 - April 2006
Fiserv Securities and TradeStar Inc. 2000 - 2003
Skills
Compliance, AML, Mutual Funds, Risk Management, Series 7, Insurance, FINRA, Risk Assessment, Securities, Series 24, Compliance Management, Investments, Asset Management, Equities, Wealth Management, Financial Services, Series 63
Education
University of Pennsylvania - The Wharton School
University of Pennsylvania - The Wharton School
University of Pennsylvania - The Wharton School
Villanova University
BA, Liberal Arts
Invesco Ltd. April 2012 - Present
Vanguard April 2006 - April 2012
Vanguard August 2003 - April 2006
Fiserv Securities and TradeStar Inc. 2000 - 2003
Skills
Compliance, AML, Mutual Funds, Risk Management, Series 7, Insurance, FINRA, Risk Assessment, Securities, Series 24, Compliance Management, Investments, Asset Management, Equities, Wealth Management, Financial Services, Series 63
Education
University of Pennsylvania - The Wharton School
University of Pennsylvania - The Wharton School
University of Pennsylvania - The Wharton School
Villanova University
BA, Liberal Arts
Mun Gyu Choi Mun Gyu Choi's Vanguard Experience August 2014 - Present
Job Retirement Associate at Vanguard
Industry Financial Services
Experience
Vanguard August 2014 - Present
Private Wealth Management February 2013 - June 2014
Notre Dame Federal Credit Union August 2012 - February 2013
Republic of Korea Army November 2009 - April 2011
Hi Investment Bank June 2009 - September 2009
DYNE Accounting Corporation June 2007 - August 2007
Skills
Microsoft Excel, Access, Financial Modeling, Microsoft Word, PowerPoint, Financial Analysis, Microsoft Office, Research, Bloomberg, Financial Reporting, Banking, Customer Service, Public Speaking, Analysis, Management, Project Management, Teamwork
Education
University of Notre Dame - Mendoza College of Business 2006 — 2012
B.B.A., Finance
The Lawrenceville School 2003 — 2006
Associate's degree, Organic Chemistry
Vanguard August 2014 - Present
Private Wealth Management February 2013 - June 2014
Notre Dame Federal Credit Union August 2012 - February 2013
Republic of Korea Army November 2009 - April 2011
Hi Investment Bank June 2009 - September 2009
DYNE Accounting Corporation June 2007 - August 2007
Skills
Microsoft Excel, Access, Financial Modeling, Microsoft Word, PowerPoint, Financial Analysis, Microsoft Office, Research, Bloomberg, Financial Reporting, Banking, Customer Service, Public Speaking, Analysis, Management, Project Management, Teamwork
Education
University of Notre Dame - Mendoza College of Business 2006 — 2012
B.B.A., Finance
The Lawrenceville School 2003 — 2006
Associate's degree, Organic Chemistry
Rebecca Cantwell Rebecca Cantwell's Vanguard Experience December 2013 - Present
Job Head of Executive Compensation at Vanguard
Industry Human Resources
Experience
Vanguard December 2013 - Present
Mercer 2009 - December 2013
Mercer 2006 - 2009
Mercer 2004 - 2006
Spencer Stuart 1999 - 2002
Ernst & Young 1997 - 1999
Education
University of Notre Dame 1992 — 1996
BBA, Accountancy
Villanova University 2002 — 2004
MBA, MT
Vanguard December 2013 - Present
Mercer 2009 - December 2013
Mercer 2006 - 2009
Mercer 2004 - 2006
Spencer Stuart 1999 - 2002
Ernst & Young 1997 - 1999
Education
University of Notre Dame 1992 — 1996
BBA, Accountancy
Villanova University 2002 — 2004
MBA, MT
Aubrey Reu Aubrey Reu's Vanguard Experience September 2014 - Present
Job Client Relationship Specialist at Vanguard
Industry Financial Services
Experience
Vanguard September 2014 - Present
Coastal Athletics August 2013 - July 2014
DunnWell May 2010 - August 2011
Skills
Customer Service, PowerPoint, Leadership
Education
University of North Carolina at Wilmington 2010 — 2014
Bachelor of Science (BS), Finance, General
Vanguard September 2014 - Present
Coastal Athletics August 2013 - July 2014
DunnWell May 2010 - August 2011
Skills
Customer Service, PowerPoint, Leadership
Education
University of North Carolina at Wilmington 2010 — 2014
Bachelor of Science (BS), Finance, General
Kamden Falls Kamden Falls's Vanguard Experience August 2015 - Present
Job Client Relationship Specialist at Vanguard
Industry Financial Services
Experience
Vanguard August 2015 - Present
DesignSource International August 2014 - November 2014
Lipp Boutique May 2014 - August 2014
Elite Hero October 2013 - May 2014
Numerous Families January 2011 - November 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Customer Service, Social Media, Teamwork, Public Speaking, Team Leadership, Time Management, Social Networking, Event Planning, Sales, Facebook, Leadership
Education
University of North Carolina at Wilmington 2010 — 2014
Vanguard August 2015 - Present
DesignSource International August 2014 - November 2014
Lipp Boutique May 2014 - August 2014
Elite Hero October 2013 - May 2014
Numerous Families January 2011 - November 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Customer Service, Social Media, Teamwork, Public Speaking, Team Leadership, Time Management, Social Networking, Event Planning, Sales, Facebook, Leadership
Education
University of North Carolina at Wilmington 2010 — 2014
Evan Wolf, CFP® Evan Wolf, CFP®'s Vanguard Experience Investment AnalystVanguardDecember 2010 - August 2013
Job Investment Analyst at Vanguard
Industry Financial Services
Experience
Vanguard Investment AnalystVanguardDecember 2010 - August 2013
Vanguard 2008 - December 2010
Skills
Mutual Funds, Series 63, Investments, Equities, Bloomberg, Financial Analysis, Series 7, Asset Allocation, Financial Modeling
Education
University of Pennsylvania - The Wharton School 2012 — 2014
EMBA, Business
University of Virginia 2001 — 2005
Bachelor of Arts (B.A.)
SHS
Vanguard Investment AnalystVanguardDecember 2010 - August 2013
Vanguard 2008 - December 2010
Skills
Mutual Funds, Series 63, Investments, Equities, Bloomberg, Financial Analysis, Series 7, Asset Allocation, Financial Modeling
Education
University of Pennsylvania - The Wharton School 2012 — 2014
EMBA, Business
University of Virginia 2001 — 2005
Bachelor of Arts (B.A.)
SHS
Ralph Storti Ralph Storti's Vanguard Experience June 2012 - March 2013
Job Vice President at Prudential Financial
Industry Insurance
Experience
Prudential Financial March 2013 - Present
Vanguard June 2012 - March 2013
KPMG March 2010 - June 2012
Horizon Blue Cross Blue Shield of NJ May 2006 - March 2010
IMS Health May 2004 - May 2006
Prudential Financial October 1990 - May 2004
Skills
Enterprise Risk..., Business Strategy, Risk Assessment, Portfolio Management, Management Consulting, Insurance, Process Improvement, Financial Modeling
Education
University of Pennsylvania 2005 — 2008
Master of Science, Organizational Dynamics: Project, Program & Portfolio Management
Prudential Financial March 2013 - Present
Vanguard June 2012 - March 2013
KPMG March 2010 - June 2012
Horizon Blue Cross Blue Shield of NJ May 2006 - March 2010
IMS Health May 2004 - May 2006
Prudential Financial October 1990 - May 2004
Skills
Enterprise Risk..., Business Strategy, Risk Assessment, Portfolio Management, Management Consulting, Insurance, Process Improvement, Financial Modeling
Education
University of Pennsylvania 2005 — 2008
Master of Science, Organizational Dynamics: Project, Program & Portfolio Management
Brendan Brennan Brendan Brennan's Vanguard Experience August 1999 - Present
Job Technical Lead at Vanguard
Industry Financial Services
Experience
Vanguard August 1999 - Present
Eastern Collegiate Roller Hockey Association 1997 - 1999
Philadelphia Collegiate Roller Hockey League (PCRHL) 1997 - 1999
University of Pennsylvania School of Medicine 1996 - 1998
University of Pennsylvania Department of Physics May 1996 - September 1996
Skills
Genesys, Contact Centers, Enterprise Software, Solution Architecture, Agile Methodologies, Call Routing, SDLC, Web Services, Software Development, Software Project..., Unix, XML, Enterprise Architecture, Integration, SQL, Requirements Analysis, Audio Engineering, Studio Recording, Speech Recognition, Oracle PL/SQL..., Cognos, Control M, Business Analysis
Education
University of Pennsylvania 1995 — 1999
BA, Biophysics
Vanguard August 1999 - Present
Eastern Collegiate Roller Hockey Association 1997 - 1999
Philadelphia Collegiate Roller Hockey League (PCRHL) 1997 - 1999
University of Pennsylvania School of Medicine 1996 - 1998
University of Pennsylvania Department of Physics May 1996 - September 1996
Skills
Genesys, Contact Centers, Enterprise Software, Solution Architecture, Agile Methodologies, Call Routing, SDLC, Web Services, Software Development, Software Project..., Unix, XML, Enterprise Architecture, Integration, SQL, Requirements Analysis, Audio Engineering, Studio Recording, Speech Recognition, Oracle PL/SQL..., Cognos, Control M, Business Analysis
Education
University of Pennsylvania 1995 — 1999
BA, Biophysics
Marialice Dancy Marialice Dancy's Vanguard Experience February 1990 - July 2005
Job Director at St. James' Outreach House
Industry Education Management
Experience
St. James' Outreach House December 2012 - Present
Self-employed writer April 2011 - Present
Global Novations April 2008 - March 2009
University of Pennsylvania September 2006 - May 2008
Vanguard February 1990 - July 2005
Skills
Public Speaking, Leadership, Strategic Planning, Customer Service, Instructional Design, Teaching, Research, Intercultural..., Editing, Staff Development, Consulting, Program Management, Project Planning, Volunteer Management, Marketing Communications, Strategic Communications, Community Outreach, Management, Recruiting, Strategy, Training
Education
University of Pennsylvania
M.S. Ed, Intercultural Communication
University of Pennsylvania
B.A., Economics
Philadelphia High School for Girls
St. James' Outreach House December 2012 - Present
Self-employed writer April 2011 - Present
Global Novations April 2008 - March 2009
University of Pennsylvania September 2006 - May 2008
Vanguard February 1990 - July 2005
Skills
Public Speaking, Leadership, Strategic Planning, Customer Service, Instructional Design, Teaching, Research, Intercultural..., Editing, Staff Development, Consulting, Program Management, Project Planning, Volunteer Management, Marketing Communications, Strategic Communications, Community Outreach, Management, Recruiting, Strategy, Training
Education
University of Pennsylvania
M.S. Ed, Intercultural Communication
University of Pennsylvania
B.A., Economics
Philadelphia High School for Girls
Ashley Booth's Vanguard Experience June 2015 - Present
Job Chief of Staff, Portfolio Review Department at Vanguard
Industry Financial Services
Experience
Vanguard June 2015 - Present
Vanguard October 2013 - June 2015
Vanguard July 2012 - October 2013
Academic Services for Student Athletes, University of Notre Dame January 2010 - January 2012
Vanguard June 2011 - August 2011
Education
University of Notre Dame 2008 — 2012
Bachelor of Science, Mathematics & Economics
Vanguard June 2015 - Present
Vanguard October 2013 - June 2015
Vanguard July 2012 - October 2013
Academic Services for Student Athletes, University of Notre Dame January 2010 - January 2012
Vanguard June 2011 - August 2011
Education
University of Notre Dame 2008 — 2012
Bachelor of Science, Mathematics & Economics
kathleen gubanich kathleen gubanich's Vanguard Experience August 1986 - Present
Job Managing Director, HR at The Vanguard Group
Industry Financial Services
Experience
Vanguard August 1986 - Present
Allstate Insurance Company 1981 - 1986
Skills
Employee Benefits, Talent Management, Leadership, Executive Coaching, Executive Development, Human Resources, Management
Education
University of Pennsylvania
MSOD
University of Notre Dame
BBA, Marketing, Spanish
DIvine Providence Academy 1973 — 1977
HS
Vanguard August 1986 - Present
Allstate Insurance Company 1981 - 1986
Skills
Employee Benefits, Talent Management, Leadership, Executive Coaching, Executive Development, Human Resources, Management
Education
University of Pennsylvania
MSOD
University of Notre Dame
BBA, Marketing, Spanish
DIvine Providence Academy 1973 — 1977
HS
Mike Mattern Mike Mattern's Vanguard Experience October 2004 - September 2007
Job Director Technology & Operations at Tortoise Investment Management LLC
Industry Financial Services
Experience
Tortoise Investment Management LLC December 2014 - Present
Tortoise Investment Management LLC November 2009 - December 2014
SAC Capital October 2009 - November 2009
SEI September 2007 - March 2009
Vanguard October 2004 - September 2007
Skills
Hedge Funds, Asset Management, Corporate Finance, Financial Analysis, Fixed Income, Bloomberg, Equities, Mutual Funds, Investments, Portfolio Management, Series 63, Financial Modeling, Securities, Alternative Investments, Investment Management, Derivatives, Bonds, Valuation, Asset Allocation
Education
University of Pennsylvania - The Wharton School 1998 — 2002
BS, Economics
LaSalle High School 1994 — 1998
Tortoise Investment Management LLC December 2014 - Present
Tortoise Investment Management LLC November 2009 - December 2014
SAC Capital October 2009 - November 2009
SEI September 2007 - March 2009
Vanguard October 2004 - September 2007
Skills
Hedge Funds, Asset Management, Corporate Finance, Financial Analysis, Fixed Income, Bloomberg, Equities, Mutual Funds, Investments, Portfolio Management, Series 63, Financial Modeling, Securities, Alternative Investments, Investment Management, Derivatives, Bonds, Valuation, Asset Allocation
Education
University of Pennsylvania - The Wharton School 1998 — 2002
BS, Economics
LaSalle High School 1994 — 1998
James Spiegelhoff James Spiegelhoff's Vanguard Experience 1999 - 2007
Job Head of Segment Marketing and Practice Management
Industry Financial Services
Experience
Pershing, a BNY Mellon company September 2012 - Present
UBS 2007 - September 2012
Vanguard 1999 - 2007
Skills
Investments, Consulting, Positioning, Marketing, Strategy, Leadership, Marketing Strategy, Segmentation, Management Consulting, New Business Development, Integrated Marketing, Wealth Management, Series 7, Thought Leadership, Social Media Marketing, Marketing Communications, Financial Services, Coaching, Online Marketing
Education
University of Pennsylvania
BA
Pershing, a BNY Mellon company September 2012 - Present
UBS 2007 - September 2012
Vanguard 1999 - 2007
Skills
Investments, Consulting, Positioning, Marketing, Strategy, Leadership, Marketing Strategy, Segmentation, Management Consulting, New Business Development, Integrated Marketing, Wealth Management, Series 7, Thought Leadership, Social Media Marketing, Marketing Communications, Financial Services, Coaching, Online Marketing
Education
University of Pennsylvania
BA
Richard Moritz Richard Moritz's Vanguard Experience January 2014 - March 2014
Job Financial Planning & Analysis, Process Improvement & Accounting Professional Seeking a Challenging Opportunity
Industry Oil & Energy
Experience
Lenox September 2014 - November 2014
Sycamore Petroleum May 2014 - August 2014
Vanguard January 2014 - March 2014
AmeriGas Propane 2004 - 2013
AmeriGas Propane 2002 - 2004
AmeriGas Propane 2000 - 2002
AmeriGas Propane 1995 - 2000
AmeriGas Propane 1994 - 1996
Chronar Corporation 1986 - 1992
PwC 1984 - 1985
Skills
Financial Reporting, Financial Analysis, Financial Modeling, Corporate Finance, Budgets, Business Process..., Team Building, Project Management, Forecasting, Capital Budgeting, Cross-functional Team..., Finance, Management, Accounting, Variance Analysis, Strategic Planning, Analysis, Process Improvement
Education
University of Pennsylvania - The Wharton School 1981 — 1983
Bachelor of Science (BS), Accounting and Finance
Lenox September 2014 - November 2014
Sycamore Petroleum May 2014 - August 2014
Vanguard January 2014 - March 2014
AmeriGas Propane 2004 - 2013
AmeriGas Propane 2002 - 2004
AmeriGas Propane 2000 - 2002
AmeriGas Propane 1995 - 2000
AmeriGas Propane 1994 - 1996
Chronar Corporation 1986 - 1992
PwC 1984 - 1985
Skills
Financial Reporting, Financial Analysis, Financial Modeling, Corporate Finance, Budgets, Business Process..., Team Building, Project Management, Forecasting, Capital Budgeting, Cross-functional Team..., Finance, Management, Accounting, Variance Analysis, Strategic Planning, Analysis, Process Improvement
Education
University of Pennsylvania - The Wharton School 1981 — 1983
Bachelor of Science (BS), Accounting and Finance
Tracy Marrocco Tracy Marrocco's Vanguard Experience 2006 - 2007
Job Marketing executive with extensive financial services experience and topnotch creative, analytical and editorial skills
Industry Financial Services
Experience
PNC June 2013 - Present
Echo Point Investment Management, LLC October 2012 - June 2013
Tracy Marrocco Marketing Consulting and Investment Writing August 2012 - June 2013
Penn Mutual September 2009 - May 2012
Penn Mutual March 2008 - August 2009
Penn Mutual March 2007 - March 2008
Vanguard 2006 - 2007
Liberty Ridge Capital 2002 - 2005
Pilgrim Baxter & Associates 2000 - 2002
Delaware Investments, a member of the Macquarie Group 1998 - 2000
Skills
Marketing Strategy, Financial Writing, Product Marketing, Copywriting, Copy Editing, Market Research, Marketing Communications, Direct Marketing, Marketing Research, Email Marketing, Advertising, Online Communications, Lead Generation, Marketing Management, Investments, Life Insurance, Variable Annuities, Mutual Funds, Target Marketing, Segmentation, Small Business Marketing, marketing to women, High Net Worth..., Social Media, Content Development, Marketing, Financial Services, Finance
Education
University of Pennsylvania
B.S., Economics, 3.82
PNC June 2013 - Present
Echo Point Investment Management, LLC October 2012 - June 2013
Tracy Marrocco Marketing Consulting and Investment Writing August 2012 - June 2013
Penn Mutual September 2009 - May 2012
Penn Mutual March 2008 - August 2009
Penn Mutual March 2007 - March 2008
Vanguard 2006 - 2007
Liberty Ridge Capital 2002 - 2005
Pilgrim Baxter & Associates 2000 - 2002
Delaware Investments, a member of the Macquarie Group 1998 - 2000
Skills
Marketing Strategy, Financial Writing, Product Marketing, Copywriting, Copy Editing, Market Research, Marketing Communications, Direct Marketing, Marketing Research, Email Marketing, Advertising, Online Communications, Lead Generation, Marketing Management, Investments, Life Insurance, Variable Annuities, Mutual Funds, Target Marketing, Segmentation, Small Business Marketing, marketing to women, High Net Worth..., Social Media, Content Development, Marketing, Financial Services, Finance
Education
University of Pennsylvania
B.S., Economics, 3.82
John Schadl John Schadl's Vanguard Experience June 2014 - Present
Job Principal at Vanguard
Industry Financial Services
Experience
Vanguard June 2014 - Present
Vanguard May 2011 - June 2014
Vanguard September 2004 - April 2011
Susanin, Widman & Brennan, P.C. September 1997 - August 2004
Skills
401(k), Defined Contribution, ERISA, ERISA Fiduciary, ERISA Prohibited..., Legal Analysis, Risk Management, Writing, Health & Welfare Plans, Management of..., Collaboration, Consensus Building, Constructive Feedback, Professional Development, Employment Law
Education
Villanova Law School 1994 — 1997
J.D.
University of Notre Dame 1990 — 1994
B.A., History
Vanguard June 2014 - Present
Vanguard May 2011 - June 2014
Vanguard September 2004 - April 2011
Susanin, Widman & Brennan, P.C. September 1997 - August 2004
Skills
401(k), Defined Contribution, ERISA, ERISA Fiduciary, ERISA Prohibited..., Legal Analysis, Risk Management, Writing, Health & Welfare Plans, Management of..., Collaboration, Consensus Building, Constructive Feedback, Professional Development, Employment Law
Education
Villanova Law School 1994 — 1997
J.D.
University of Notre Dame 1990 — 1994
B.A., History
Robin Rosen Robin Rosen's Vanguard Experience November 1999 - June 2010
Job Software Engineer at Lowe's Companies, Inc.
Industry Information Technology and Services
Experience
Lowe's Companies, Inc. March 2015 - Present
LiquidHub February 2012 - March 2015
SMCI November 2011 - February 2012
Education Management Systems, Inc. February 2011 - November 2011
Retired June 2010 - March 2011
Vanguard November 1999 - June 2010
Vanguard November 2005 - June 2008
Skills
Agile Methodologies, XML, VB.NET, SDLC, Microsoft SQL Server, Requirements Analysis, DB2, Software Project..., Quality Assurance, Scrum, COBOL, SQL, Requirements Gathering
Education
University of North Carolina at Pembroke 1978 — 1981
Bachelor of Science (BS), Accounting
Lowe's Companies, Inc. March 2015 - Present
LiquidHub February 2012 - March 2015
SMCI November 2011 - February 2012
Education Management Systems, Inc. February 2011 - November 2011
Retired June 2010 - March 2011
Vanguard November 1999 - June 2010
Vanguard November 2005 - June 2008
Skills
Agile Methodologies, XML, VB.NET, SDLC, Microsoft SQL Server, Requirements Analysis, DB2, Software Project..., Quality Assurance, Scrum, COBOL, SQL, Requirements Gathering
Education
University of North Carolina at Pembroke 1978 — 1981
Bachelor of Science (BS), Accounting
Bradley Lambertsen Bradley Lambertsen's Vanguard Experience January 2011 - August 2014
Job Senior Project Manager at Vanguard
Industry Architecture & Planning
Experience
Vanguard January 2011 - August 2014
RMJM December 2007 - June 2009
RMJM Hillier July 1990 - June 2007
Curtis Cox Kennerly February 1984 - June 1990
Design Builders, Inc June 1980 - January 1984
Skills
Construction Management, Construction, Architectural Design, Integration, Interior Design, Sustainable Design, Budgets, Management, Renovation, Quality Assurance, Data Center, Engineering, Architectures, Project Management, Facilities Management, Architecture
Education
University of Pennsylvania 1977 — 1980
Master of Architecture, Architectural Design
RISD 1976 — 1977
joint degree with Brown University, Architectural Design
Brown University 1972 — 1977
Bachelor of Arts, Architectural Design
Vanguard January 2011 - August 2014
RMJM December 2007 - June 2009
RMJM Hillier July 1990 - June 2007
Curtis Cox Kennerly February 1984 - June 1990
Design Builders, Inc June 1980 - January 1984
Skills
Construction Management, Construction, Architectural Design, Integration, Interior Design, Sustainable Design, Budgets, Management, Renovation, Quality Assurance, Data Center, Engineering, Architectures, Project Management, Facilities Management, Architecture
Education
University of Pennsylvania 1977 — 1980
Master of Architecture, Architectural Design
RISD 1976 — 1977
joint degree with Brown University, Architectural Design
Brown University 1972 — 1977
Bachelor of Arts, Architectural Design
Robert Dodson's Vanguard Experience August 2014 - August 2015
Job Operations, Finance
Industry Investment Management
Experience
Vanguard August 2014 - August 2015
TasteBuds October 2013 - April 2014
8to18 Media June 2013 - September 2013
KIPP Ascend Charter School June 2012 - August 2012
Education
University of Oregon 2010 — 2014
Bachelor of Science (BS), Business/Managerial Economics & Political Science
University of Oregon 2010 — 2014
Vanguard August 2014 - August 2015
TasteBuds October 2013 - April 2014
8to18 Media June 2013 - September 2013
KIPP Ascend Charter School June 2012 - August 2012
Education
University of Oregon 2010 — 2014
Bachelor of Science (BS), Business/Managerial Economics & Political Science
University of Oregon 2010 — 2014
Advait Deshpande Advait Deshpande's Vanguard Experience January 2010 - June 2013
Job
Industry Investment Management
Experience
Nuance June 2013 - Present
Vanguard January 2010 - June 2013
Vanguard August 2004 - December 2009
Vanguard January 2002 - August 2004
Vanguard August 1999 - January 2002
UB Group May 1996 - August 1999
Skills
Financial Services, Mutual Funds, Six Sigma, Strategy, Strategic Planning, Enterprise Software, Finance, IT Strategy, Leadership, Management, Outsourcing, Program Management, Risk Management, SDLC, Software Project..., Strategic Partnerships, Vendor Management
Education
University of Pennsylvania - The Wharton School 2000 — 2002
Wharton Management Program, Business Administration
Visvesvaraya National Institute of Technology 1988 — 1992
Bachelor of Engineering, Electrical Engineering
Nuance June 2013 - Present
Vanguard January 2010 - June 2013
Vanguard August 2004 - December 2009
Vanguard January 2002 - August 2004
Vanguard August 1999 - January 2002
UB Group May 1996 - August 1999
Skills
Financial Services, Mutual Funds, Six Sigma, Strategy, Strategic Planning, Enterprise Software, Finance, IT Strategy, Leadership, Management, Outsourcing, Program Management, Risk Management, SDLC, Software Project..., Strategic Partnerships, Vendor Management
Education
University of Pennsylvania - The Wharton School 2000 — 2002
Wharton Management Program, Business Administration
Visvesvaraya National Institute of Technology 1988 — 1992
Bachelor of Engineering, Electrical Engineering
Gregory Davis Gregory Davis's Vanguard Experience March 2014 - Present
Job Principal, Global Head of Fixed Income
Industry Investment Management
Experience
Vanguard March 2014 - Present
Vanguard February 2013 - March 2014
The Vanguard Group November 2007 - February 2013
Vanguard November 1999 - November 2007
Merrill Lynch September 1998 - August 1999
Citicorp 1997 - 1997
State Farm Insurance February 1993 - June 1996
Skills
Mutual Funds, Series 7, Fixed Income, Investments, Series 63, Portfolio Management, Asset Managment, Equities, Asset Allocation, Securities, Investment Management, Financial Modeling, Bonds, Financial Markets, Financial Services, Trading, Asset Management
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance
Penn State University 1988 — 1992
B.S., Insurance
Vanguard March 2014 - Present
Vanguard February 2013 - March 2014
The Vanguard Group November 2007 - February 2013
Vanguard November 1999 - November 2007
Merrill Lynch September 1998 - August 1999
Citicorp 1997 - 1997
State Farm Insurance February 1993 - June 1996
Skills
Mutual Funds, Series 7, Fixed Income, Investments, Series 63, Portfolio Management, Asset Managment, Equities, Asset Allocation, Securities, Investment Management, Financial Modeling, Bonds, Financial Markets, Financial Services, Trading, Asset Management
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance
Penn State University 1988 — 1992
B.S., Insurance
Lia Wertheimer Lia Wertheimer's Vanguard Experience April 2014 - Present
Job Identity & Access Management at Vanguard
Industry Financial Services
Experience
Vanguard April 2014 - Present
Vanguard October 2013 - April 2014
Vanguard July 2012 - September 2013
Skills
Data Analysis, PowerPoint, Microsoft Excel, Research, Social Media, Microsoft Word, Event Planning, Project Management, Leadership, Economics, Public Relations
Education
Vanderbilt University 2008 — 2012
Bachelor’s Degree, Economics and History; Minor in French
The Shipley School 1996 — 2008
University of Oxford 2006 — 2006
Classical and Ancient Studies; International Relations
Vanguard April 2014 - Present
Vanguard October 2013 - April 2014
Vanguard July 2012 - September 2013
Skills
Data Analysis, PowerPoint, Microsoft Excel, Research, Social Media, Microsoft Word, Event Planning, Project Management, Leadership, Economics, Public Relations
Education
Vanderbilt University 2008 — 2012
Bachelor’s Degree, Economics and History; Minor in French
The Shipley School 1996 — 2008
University of Oxford 2006 — 2006
Classical and Ancient Studies; International Relations
Nidhee Bhatt's Vanguard Experience June 2006 - February 2008
Job Managed Resouce Recruiter at Wells Fargo Enterprise Technology Services
Industry Financial Services
Experience
Wells Fargo July 2014 - Present
TEKsystems September 2012 - July 2014
VectorVest Inc March 2009 - August 2012
RolloverSystems February 2008 - February 2009
Vanguard June 2006 - February 2008
BB&T Centralized Collections October 2003 - June 2006
Skills
Series 63, Series 6, 401k, Mutual Funds, Retirement Planning, Customer Service, IRAs, Risk Management, Asset Allocation, Defined Benefit, Fixed Annuities, Public Speaking, Microsoft Excel, Relationship Management, Microsoft Office, ETFs, Budgets, Wealth Management, Financial Services, Investments, Management, Training, Leadership, Recruiting, Team Building, Networking, Time Management, Project Management, Research, Temporary Placement, Contract Recruitment, Databases, CRM, Coaching, Equities, Fixed Income, Foreign Languages
Education
University of North Carolina at Pembroke 2002 — 2006
Bachelors, Criminal Justice
Wells Fargo July 2014 - Present
TEKsystems September 2012 - July 2014
VectorVest Inc March 2009 - August 2012
RolloverSystems February 2008 - February 2009
Vanguard June 2006 - February 2008
BB&T Centralized Collections October 2003 - June 2006
Skills
Series 63, Series 6, 401k, Mutual Funds, Retirement Planning, Customer Service, IRAs, Risk Management, Asset Allocation, Defined Benefit, Fixed Annuities, Public Speaking, Microsoft Excel, Relationship Management, Microsoft Office, ETFs, Budgets, Wealth Management, Financial Services, Investments, Management, Training, Leadership, Recruiting, Team Building, Networking, Time Management, Project Management, Research, Temporary Placement, Contract Recruitment, Databases, CRM, Coaching, Equities, Fixed Income, Foreign Languages
Education
University of North Carolina at Pembroke 2002 — 2006
Bachelors, Criminal Justice
Nick Ryder, CFA's Vanguard Experience December 2014 - Present
Job Product Specialist, Portfolio Review Department at Vanguard
Industry Financial Services
Experience
Vanguard December 2014 - Present
Vanguard April 2013 - December 2014
Vanguard May 2012 - April 2013
Vanguard March 2011 - May 2012
Vanguard August 2009 - March 2011
Vanguard August 2008 - August 2009
Skills
Strategy, Competitive Analysis, Business Strategy, Leadership, Investments, Product Development, Mutual Funds, Financial Modeling
Education
University of Pennsylvania 2005 — 2008
Bachelor of Arts (B.A.), Economics
Vanguard December 2014 - Present
Vanguard April 2013 - December 2014
Vanguard May 2012 - April 2013
Vanguard March 2011 - May 2012
Vanguard August 2009 - March 2011
Vanguard August 2008 - August 2009
Skills
Strategy, Competitive Analysis, Business Strategy, Leadership, Investments, Product Development, Mutual Funds, Financial Modeling
Education
University of Pennsylvania 2005 — 2008
Bachelor of Arts (B.A.), Economics
Babila F. Lima II's Vanguard Experience August 2015 - Present
Job Client Relationship Specialist at Vanguard
Industry Financial Services
Experience
Vanguard August 2015 - Present
SunTrust September 2014 - July 2015
JT Stratford, LLC August 2014 - May 2015
Skills
Sales, Customer Service, Finance, Public Speaking
Education
University of North Georgia 2011 — 2015
Finance, Investments and Securities
Vanguard August 2015 - Present
SunTrust September 2014 - July 2015
JT Stratford, LLC August 2014 - May 2015
Skills
Sales, Customer Service, Finance, Public Speaking
Education
University of North Georgia 2011 — 2015
Finance, Investments and Securities
Antonio Spigonardo Antonio Spigonardo's Vanguard Experience December 2006 - December 2007
Job Reinsurance Analyst at Willis Re
Industry Financial Services
Experience
Willis Re July 2015 - Present
The Wharton School April 2011 - July 2015
SEI Investments December 2007 - January 2011
Vanguard December 2006 - December 2007
Skills
Bloomberg, Portfolio Management, Financial Analysis
Education
University of Pennsylvania 2013 — 2016
Master of Science (MS), Organizational Dynamics
University of Pennsylvania 2002 — 2006
Bachelors, Economics
Willis Re July 2015 - Present
The Wharton School April 2011 - July 2015
SEI Investments December 2007 - January 2011
Vanguard December 2006 - December 2007
Skills
Bloomberg, Portfolio Management, Financial Analysis
Education
University of Pennsylvania 2013 — 2016
Master of Science (MS), Organizational Dynamics
University of Pennsylvania 2002 — 2006
Bachelors, Economics
Shavanna Cousins's Vanguard Experience August 2012 - Present
Job Brokerage Investment Professional
Industry Marketing and Advertising
Experience
Vanguard August 2012 - Present
ANN INC. June 2010 - Present
First Citizens Bank May 2008 - August 2012
Skills
Customer Service, Microsoft Office, Marketing, Leadership, Project Management, Banking, Microsoft Excel, Series 7, Investments
Education
University of North Carolina at Greensboro 2007 — 2011
Bachelor's degree, Marketing
Vanguard August 2012 - Present
ANN INC. June 2010 - Present
First Citizens Bank May 2008 - August 2012
Skills
Customer Service, Microsoft Office, Marketing, Leadership, Project Management, Banking, Microsoft Excel, Series 7, Investments
Education
University of North Carolina at Greensboro 2007 — 2011
Bachelor's degree, Marketing
Whitley Bacon's Vanguard Experience July 2014 - September 2015
Job IT Developer II at The Home Depot
Industry Information Technology and Services
Experience
The Home Depot September 2015 - Present
Vanguard July 2014 - September 2015
Vanguard July 2014 - September 2015
Vanguard May 2013 - August 2013
Outback Steakhouse June 2012 - August 2012
1st Appraisal Solutions and Property Management, LLC May 2011 - January 2012
John J. Reilly Center for Science, Technology, and Values June 2011 - August 2011
Skills
Java, Microsoft Office, HTML, Business Analysis, Business Intelligence, Selenium WebDriver, Test Automation, Test Driven Development, RESTful WebServices, Microsoft Excel, SQL, CSS, SDLC, Mobile Testing, Requirements Analysis, OS X, Web Design, VBA, Oracle, Project Management, Writing, Strategic Planning, Testing, Data Analysis, SharePoint, Databases, Agile Methodologies, Mobile Applications, Systems Analysis, Agile Project Management, Process Improvement, Requirements Gathering, Linux, SAS E-Miner, Software Design Patterns, JavaScript, Cucumber
Education
University of Notre Dame 2010 — 2014
BBA, Information Technology Management, Sociology
Parkview High School 2006 — 2010
9-12
The Home Depot September 2015 - Present
Vanguard July 2014 - September 2015
Vanguard July 2014 - September 2015
Vanguard May 2013 - August 2013
Outback Steakhouse June 2012 - August 2012
1st Appraisal Solutions and Property Management, LLC May 2011 - January 2012
John J. Reilly Center for Science, Technology, and Values June 2011 - August 2011
Skills
Java, Microsoft Office, HTML, Business Analysis, Business Intelligence, Selenium WebDriver, Test Automation, Test Driven Development, RESTful WebServices, Microsoft Excel, SQL, CSS, SDLC, Mobile Testing, Requirements Analysis, OS X, Web Design, VBA, Oracle, Project Management, Writing, Strategic Planning, Testing, Data Analysis, SharePoint, Databases, Agile Methodologies, Mobile Applications, Systems Analysis, Agile Project Management, Process Improvement, Requirements Gathering, Linux, SAS E-Miner, Software Design Patterns, JavaScript, Cucumber
Education
University of Notre Dame 2010 — 2014
BBA, Information Technology Management, Sociology
Parkview High School 2006 — 2010
9-12
Liz Ingold Liz Ingold's Vanguard Experience September 2015 - Present
Job B.S. of Business Administration
Industry Financial Services
Experience
Vanguard September 2015 - Present
Cone Health January 2011 - Present
University of North Carolina at Greensboro-Bryan School of Business and Economics May 2013 - August 2013
State of North Carolina May 2012 - August 2012
Skills
Public Speaking, PowerPoint, Community Outreach, Data Analysis, Microsoft Word, Research, Customer Service, Teamwork, Event Planning, Leadership, Microsoft Excel, Social Media, Time Management, Sales, Social Networking
Education
University of North Carolina at Greensboro 2012 — 2015
Bachelor of Business Administration (B.B.A.), Business Studies, Senior
Vanguard September 2015 - Present
Cone Health January 2011 - Present
University of North Carolina at Greensboro-Bryan School of Business and Economics May 2013 - August 2013
State of North Carolina May 2012 - August 2012
Skills
Public Speaking, PowerPoint, Community Outreach, Data Analysis, Microsoft Word, Research, Customer Service, Teamwork, Event Planning, Leadership, Microsoft Excel, Social Media, Time Management, Sales, Social Networking
Education
University of North Carolina at Greensboro 2012 — 2015
Bachelor of Business Administration (B.B.A.), Business Studies, Senior
Kathleen Helms's Vanguard Experience July 2015 - Present
Job University Relations Coordinator at The Vanguard Group
Industry Investment Management
Experience
Vanguard July 2015 - Present
Vanguard June 2013 - July 2015
Vanguard January 2012 - June 2013
Vanguard May 2011 - January 2012
McColl Partners May 2010 - May 2011
Wachovia, A Wells Fargo Company May 2008 - December 2009
Skills
Series 6, Series 63, Series 7, Training
Education
University of North Carolina at Charlotte - Belk College of Business 2009 — 2011
Bachelor of Science, International Business
University of South Carolina - Darla Moore School of Business 2007 — 2009
None, Pre-International Business and Accounting
Vanguard July 2015 - Present
Vanguard June 2013 - July 2015
Vanguard January 2012 - June 2013
Vanguard May 2011 - January 2012
McColl Partners May 2010 - May 2011
Wachovia, A Wells Fargo Company May 2008 - December 2009
Skills
Series 6, Series 63, Series 7, Training
Education
University of North Carolina at Charlotte - Belk College of Business 2009 — 2011
Bachelor of Science, International Business
University of South Carolina - Darla Moore School of Business 2007 — 2009
None, Pre-International Business and Accounting
Deb Denis's Vanguard Experience May 2004 - August 2006
Job Executive Coach
Industry Management Consulting
Experience
Deb Denis Consulting September 2007 - Present
The Wharton School 2011 - Present
Coaches Without Borders 2010 - Present
Marion Grace Publishing 2012 - Present
Villanova University January 2011 - Present
IMPACT Group 2008 - Present
The Athena Project 2009 - 2012
University of Pennsylvania 2008 - 2010
The Vanguard Group October 2006 - September 2007
Vanguard May 2004 - August 2006
Skills
Leadership Development, Executive Coaching, Organizational..., Change Management, Workshop Facilitation, Instructional Design, Project Management, Training, Human Resources, Relationship Management, Project Planning, Mindfulness, Positive Psychology, Coaching, Career Development, Organizational..., Leadership, Public Speaking, Management Consulting, Strategic Planning, Recruiting, Program Management, Process Improvement, Strategy, Career Counseling, Management, Emotional Intelligence, Staff Development, Team Management, Interviews, Performance Management, Consulting, Time Management, Policy, Employee Engagement, Personal Development, Talent Management, MBTI, Organizational Design, Executive Development, Resume Writing, Conflict Resolution, Employee Training, 360 Feedback, Career Management, Employee Benefits, Training Delivery, Management Development, Succession Planning, Culture Change
Education
University of Pennsylvania 2006 — 2008
Master of Science, Organizational Dynamics
Villanova University 2000 — 2005
Bachelor of Arts (B.A.), Interdisciplinary Studies - Communication
International Coach Academy 2008 — 2010
Certified Professional Coach (CPC), Executive Coaching
Deb Denis Consulting September 2007 - Present
The Wharton School 2011 - Present
Coaches Without Borders 2010 - Present
Marion Grace Publishing 2012 - Present
Villanova University January 2011 - Present
IMPACT Group 2008 - Present
The Athena Project 2009 - 2012
University of Pennsylvania 2008 - 2010
The Vanguard Group October 2006 - September 2007
Vanguard May 2004 - August 2006
Skills
Leadership Development, Executive Coaching, Organizational..., Change Management, Workshop Facilitation, Instructional Design, Project Management, Training, Human Resources, Relationship Management, Project Planning, Mindfulness, Positive Psychology, Coaching, Career Development, Organizational..., Leadership, Public Speaking, Management Consulting, Strategic Planning, Recruiting, Program Management, Process Improvement, Strategy, Career Counseling, Management, Emotional Intelligence, Staff Development, Team Management, Interviews, Performance Management, Consulting, Time Management, Policy, Employee Engagement, Personal Development, Talent Management, MBTI, Organizational Design, Executive Development, Resume Writing, Conflict Resolution, Employee Training, 360 Feedback, Career Management, Employee Benefits, Training Delivery, Management Development, Succession Planning, Culture Change
Education
University of Pennsylvania 2006 — 2008
Master of Science, Organizational Dynamics
Villanova University 2000 — 2005
Bachelor of Arts (B.A.), Interdisciplinary Studies - Communication
International Coach Academy 2008 — 2010
Certified Professional Coach (CPC), Executive Coaching
Cindy Hoyt's Vanguard Experience October 2012 - September 2013
Job Program Manager Web Access Solutions at GE
Industry Information Technology and Services
Experience
GE October 2013 - Present
Vanguard October 2012 - September 2013
Medecision 2012 - October 2012
GE Trailer Fleet Services January 1999 - September 2011
Independent IT Trainer & IT Consultant 1994 - 1999
Meritor Financial Group 1980 - 1990
Skills
Software, Process Improvement, Project Management, Six Sigma, Vendor Management, Integration, Budget Process, Change Management, IT Strategy, Cross-functional Team..., Business Intelligence, Team Leadership, PMI’s Project..., Program Management, Network Security, Unix, Operations Management, Security, Business Process..., SDLC
Education
Villanova University 2009 — 2011
BA, Leadership Studies, 3.7
University of Pennsylvania - The Wharton School 1981 — 1986
ABA, Business Administration, 3.8
GE October 2013 - Present
Vanguard October 2012 - September 2013
Medecision 2012 - October 2012
GE Trailer Fleet Services January 1999 - September 2011
Independent IT Trainer & IT Consultant 1994 - 1999
Meritor Financial Group 1980 - 1990
Skills
Software, Process Improvement, Project Management, Six Sigma, Vendor Management, Integration, Budget Process, Change Management, IT Strategy, Cross-functional Team..., Business Intelligence, Team Leadership, PMI’s Project..., Program Management, Network Security, Unix, Operations Management, Security, Business Process..., SDLC
Education
Villanova University 2009 — 2011
BA, Leadership Studies, 3.7
University of Pennsylvania - The Wharton School 1981 — 1986
ABA, Business Administration, 3.8
Brenden Gilliam's Vanguard Experience June 2014 - Present
Job Client Relationship Associate at Vanguard
Industry Financial Services
Experience
Vanguard June 2014 - Present
Northwestern Mutual May 2012 - January 2013
Greensboro Country Club October 2010 - April 2012
Skills
Employee Benefits, Finance, Quantitative Analytics, Investments, Long Term Care Insurance, Disability Insurance, Uniform Combined State..., Sales, Fundraising, Leadership, Time Management, Financial Services, Series 7
Education
University of North Carolina at Greensboro 2009 — 2013
Bachelor of Science (B.S.), Business Administration
Vanguard June 2014 - Present
Northwestern Mutual May 2012 - January 2013
Greensboro Country Club October 2010 - April 2012
Skills
Employee Benefits, Finance, Quantitative Analytics, Investments, Long Term Care Insurance, Disability Insurance, Uniform Combined State..., Sales, Fundraising, Leadership, Time Management, Financial Services, Series 7
Education
University of North Carolina at Greensboro 2009 — 2013
Bachelor of Science (B.S.), Business Administration
Emily LeStrange's Vanguard Experience August 2015 - Present
Job Flagship Client Experience Manager at Vanguard
Industry Financial Services
Experience
Vanguard August 2015 - Present
Vanguard September 2013 - August 2015
Vanguard June 2012 - September 2013
University of Notre Dame Development August 2010 - April 2012
Vanguard June 2011 - August 2011
Skills
Microsoft Excel, Leadership, PowerPoint, Surveying, Qualitative Research, Strategy, Public Speaking, Market Sizing, Visual Basic, Research, Social Media, Marketing Strategy, Microsoft Office, Business Strategy, Data Analysis, Customer Service
Education
University of Notre Dame 2008 — 2012
BA, Political Science, American Studies
Academy of Notre Dame de Namur 2004 — 2008
Vanguard August 2015 - Present
Vanguard September 2013 - August 2015
Vanguard June 2012 - September 2013
University of Notre Dame Development August 2010 - April 2012
Vanguard June 2011 - August 2011
Skills
Microsoft Excel, Leadership, PowerPoint, Surveying, Qualitative Research, Strategy, Public Speaking, Market Sizing, Visual Basic, Research, Social Media, Marketing Strategy, Microsoft Office, Business Strategy, Data Analysis, Customer Service
Education
University of Notre Dame 2008 — 2012
BA, Political Science, American Studies
Academy of Notre Dame de Namur 2004 — 2008
Matthew Van Wyen's Vanguard Experience June 2009 - July 2011
Job Assistant Product Manager Baseball at adidas
Industry Sporting Goods
Experience
adidas October 2013 - Present
adidas August 2013 - October 2013
adidas June 2013 - August 2013
University of Oregon September 2011 - June 2013
Society43 May 2012 - November 2012
Vanguard June 2009 - July 2011
Vanguard July 2008 - June 2009
Lancaster County Workforce Investment Board May 2007 - July 2008
Millersville University March 2005 - September 2006
Skills
Product Marketing, Accounting, Movember, Research, Strategic Planning, Legal Writing, Retirement Planning, Sports Marketing, Event Planning, Market Research, Sports, Public Speaking, Social Media, Social Media Marketing, Event Management, Microsoft Excel, PowerPoint, Microsoft Office, Advertising, Facebook, Leadership, Management
Education
University of Oregon 2011 — 2013
Masters, Business Administration
Millersville University of Pennsylvania 2004 — 2008
BA, Economics and Political Affairs
adidas October 2013 - Present
adidas August 2013 - October 2013
adidas June 2013 - August 2013
University of Oregon September 2011 - June 2013
Society43 May 2012 - November 2012
Vanguard June 2009 - July 2011
Vanguard July 2008 - June 2009
Lancaster County Workforce Investment Board May 2007 - July 2008
Millersville University March 2005 - September 2006
Skills
Product Marketing, Accounting, Movember, Research, Strategic Planning, Legal Writing, Retirement Planning, Sports Marketing, Event Planning, Market Research, Sports, Public Speaking, Social Media, Social Media Marketing, Event Management, Microsoft Excel, PowerPoint, Microsoft Office, Advertising, Facebook, Leadership, Management
Education
University of Oregon 2011 — 2013
Masters, Business Administration
Millersville University of Pennsylvania 2004 — 2008
BA, Economics and Political Affairs
Chelsea Clark DeBoer's Vanguard Experience September 2012 - August 2013
Job Associate on Commercial Rates & Currencies Sales Desk at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch February 2014 - September 2015
Accenture August 2013 - February 2014
Vanguard September 2012 - August 2013
Vanguard July 2011 - September 2012
Skills
Portfolio Management, Investments, Securities, Trading, Fixed Income, Risk Management, Management, Finance, Strategy, Capital Markets, PowerPoint, Asset Management
Education
University of Notre Dame - Mendoza College of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, International Business Certificate
Mt St Joseph Academy
Bank of America Merrill Lynch February 2014 - September 2015
Accenture August 2013 - February 2014
Vanguard September 2012 - August 2013
Vanguard July 2011 - September 2012
Skills
Portfolio Management, Investments, Securities, Trading, Fixed Income, Risk Management, Management, Finance, Strategy, Capital Markets, PowerPoint, Asset Management
Education
University of Notre Dame - Mendoza College of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, International Business Certificate
Mt St Joseph Academy
David Kwon's Vanguard Experience April 2011 - Present
Job Investment analyst at Vanguard
Industry Investment Management
Experience
Vanguard April 2011 - Present
Wells Fargo Bank August 2008 - September 2010
Skills
Portfolio Management, ETFs, Investments, Investment Strategies, Fixed Income, Asset Allocation, Credit Analysis, Investment Management, Mutual Funds, Bloomberg, Financial Advisory, Trading, Alternative Investments
Education
Wharton School, University of Pennsylvania 2004 — 2008
Bachelor's Degree, Finance, Business Public Policy, Magna cum laude
University of Pennsylvania
Minor, Economics
Radnor High School 2000 — 2004
Vanguard April 2011 - Present
Wells Fargo Bank August 2008 - September 2010
Skills
Portfolio Management, ETFs, Investments, Investment Strategies, Fixed Income, Asset Allocation, Credit Analysis, Investment Management, Mutual Funds, Bloomberg, Financial Advisory, Trading, Alternative Investments
Education
Wharton School, University of Pennsylvania 2004 — 2008
Bachelor's Degree, Finance, Business Public Policy, Magna cum laude
University of Pennsylvania
Minor, Economics
Radnor High School 2000 — 2004
Cody Hatcher Cody Hatcher's Vanguard Experience August 2013 - Present
Job Investment Consultant at Vanguard
Industry Financial Services
Experience
Vanguard August 2013 - Present
AXA Advisors October 2012 - June 2013
International Consulting and Business Valuation, Through UNCW January 2012 - March 2013
Easter Seals NC & Virginia May 2009 - January 2012
Brian Center Health and Rehabilitation March 2006 - August 2009
Education
University of North Carolina at Wilmington 2007 — 2012
B.S. Business Administration, Finance and Economics
Vanguard August 2013 - Present
AXA Advisors October 2012 - June 2013
International Consulting and Business Valuation, Through UNCW January 2012 - March 2013
Easter Seals NC & Virginia May 2009 - January 2012
Brian Center Health and Rehabilitation March 2006 - August 2009
Education
University of North Carolina at Wilmington 2007 — 2012
B.S. Business Administration, Finance and Economics
Olorunfemi Ajayi Olorunfemi Ajayi's Vanguard Experience June 2011 - August 2011
Job Infrastructure Consultant at Accenture
Industry Information Technology and Services
Experience
Accenture November 2014 - Present
Accenture December 2013 - October 2014
Accenture January 2012 - November 2013
Vanguard June 2011 - August 2011
The Wharton School May 2010 - March 2011
Skills
Information Security, Vulnerability Management, Penetration Testing, Telecommunications, ISO 27001, Network Security, Security, Network Architecture, Vulnerability Scanning, Global Deployment, Hardening, Data Center Migration, Requirements Gathering, Infrastructure Security, Local Traffic..., SSL certificates, Firewall, Web Hosting, Cloud Computing
Education
University of Pennsylvania 2010 — 2011
MSE, Telecommunications and Networking
Accenture November 2014 - Present
Accenture December 2013 - October 2014
Accenture January 2012 - November 2013
Vanguard June 2011 - August 2011
The Wharton School May 2010 - March 2011
Skills
Information Security, Vulnerability Management, Penetration Testing, Telecommunications, ISO 27001, Network Security, Security, Network Architecture, Vulnerability Scanning, Global Deployment, Hardening, Data Center Migration, Requirements Gathering, Infrastructure Security, Local Traffic..., SSL certificates, Firewall, Web Hosting, Cloud Computing
Education
University of Pennsylvania 2010 — 2011
MSE, Telecommunications and Networking
William McEwan's Vanguard Experience March 2011 - Present
Job Line Manager at Vanguard Enterprise Endpoint Computing
Industry Information Technology and Services
Experience
Vanguard March 2011 - Present
Vanguard January 2010 - March 2011
Vanguard January 2008 - December 2009
Vanguard June 2006 - December 2007
Vanguard June 2003 - May 2006
Skills
Waterfall, Telecommunications, IT Strategy, Linux, IT Operations, Virtualization, Servers, Enterprise Software, SDLC, Team Leadership, Computer Security, Infrastructure, Citrix
Education
University of Pennsylvania 2009 — 2011
MSE, Technology Management
Villanova University 1999 — 2003
BS, MIS
Vanguard March 2011 - Present
Vanguard January 2010 - March 2011
Vanguard January 2008 - December 2009
Vanguard June 2006 - December 2007
Vanguard June 2003 - May 2006
Skills
Waterfall, Telecommunications, IT Strategy, Linux, IT Operations, Virtualization, Servers, Enterprise Software, SDLC, Team Leadership, Computer Security, Infrastructure, Citrix
Education
University of Pennsylvania 2009 — 2011
MSE, Technology Management
Villanova University 1999 — 2003
BS, MIS
Justin Goode's Vanguard Experience February 2014 - Present
Job Brokerage Investment Specialist at Vanguard
Industry Financial Services
Experience
Vanguard February 2014 - Present
Vanguard July 2013 - February 2014
The Confederated Tribes of Grand Ronde May 2012 - September 2012
Symantec January 2012 - May 2012
Hawaiian Dream Properties June 2010 - September 2010
Skills
Microsoft Excel, Microsoft Office, Microsoft Visual Studio..., SQL, Oracle SQL, Salesforce.com, Financial Analysis, Windows 7, Mac OS X, Relational Databases, Database Design, Sales, CRM
Education
University of Oregon - Charles H. Lundquist College of Business 2009 — 2013
Bachelor of Business Administration (BBA), Information Technology and Operational Management, Finance, Graduate
Vanguard February 2014 - Present
Vanguard July 2013 - February 2014
The Confederated Tribes of Grand Ronde May 2012 - September 2012
Symantec January 2012 - May 2012
Hawaiian Dream Properties June 2010 - September 2010
Skills
Microsoft Excel, Microsoft Office, Microsoft Visual Studio..., SQL, Oracle SQL, Salesforce.com, Financial Analysis, Windows 7, Mac OS X, Relational Databases, Database Design, Sales, CRM
Education
University of Oregon - Charles H. Lundquist College of Business 2009 — 2013
Bachelor of Business Administration (BBA), Information Technology and Operational Management, Finance, Graduate
Paul Wanglee Paul Wanglee's Vanguard Experience 2002 - 2012
Job Trustee and Investment Committee Member at The Church Foundation
Industry Financial Services
Experience
The Church Foundation 2006 - Present
The Hartford 2012 - 2014
Vanguard 2002 - 2012
Goldman Sachs 1994 - 2002
Northrop Grumman Advanced Technology Laboratories (ATL) 1986 - 1992
Skills
Investment Management, Equities, Mutual Funds, Finance, Management, Alternative Investments, Hedge Funds, Investment Strategies, Bloomberg, Valuation, Financial Modeling, Portfolio Management, Asset Managment, Investment Banking, Private Equity, Capital Markets, Investments, Fixed Income, ETFs, Equity Research, Emerging Markets, Asset Management, Asset Allocation
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MBA, Finance
University of Pennsylvania 1982 — 1986
BSEE, Electrical Engineering
The Haverford School
College Prep, College Preparatory
The Church Foundation 2006 - Present
The Hartford 2012 - 2014
Vanguard 2002 - 2012
Goldman Sachs 1994 - 2002
Northrop Grumman Advanced Technology Laboratories (ATL) 1986 - 1992
Skills
Investment Management, Equities, Mutual Funds, Finance, Management, Alternative Investments, Hedge Funds, Investment Strategies, Bloomberg, Valuation, Financial Modeling, Portfolio Management, Asset Managment, Investment Banking, Private Equity, Capital Markets, Investments, Fixed Income, ETFs, Equity Research, Emerging Markets, Asset Management, Asset Allocation
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MBA, Finance
University of Pennsylvania 1982 — 1986
BSEE, Electrical Engineering
The Haverford School
College Prep, College Preparatory
Kuldeep Ram Kuldeep Ram's Vanguard Experience January 2003 - October 2006
Job Data Architect at Noble Health Alliance
Industry Insurance
Experience
Noble Health Alliance February 2015 - Present
Independence Blue Cross January 2008 - January 2015
Self-Employed November 2006 - November 2007
Vanguard January 2003 - October 2006
Vanguard September 1998 - December 2002
Skills
Process Improvement, Health Insurance, Business Analysis, Visio, Business Transformation, Finance, Business Process..., Lean Six Sigma, Project Management, SharePoint..., Analysis, Business Systems..., Business Process Mapping, Business Intelligence, Center of Excellence, Database Design, Database Queries, MS Excel Pivot Tables, KPI Dashboards, Vlookup, High Net Worth..., Motion Graphics, After Effects, Photoshop, SharePoint, Business Requirements, Access, Mutual Funds, Financial Analysis, Stock Market, Cross-functional Team..., Team Leadership, SDLC, Vendor Management, Business Process, Data Analysis, Insurance, Management
Education
Villanova University 2007 — 2008
Black Belt Certificate of Achievement, Six Sigma
University of Pennsylvania 1993 — 1997
Bachelor of Arts (B.A.), Economics
Noble Health Alliance February 2015 - Present
Independence Blue Cross January 2008 - January 2015
Self-Employed November 2006 - November 2007
Vanguard January 2003 - October 2006
Vanguard September 1998 - December 2002
Skills
Process Improvement, Health Insurance, Business Analysis, Visio, Business Transformation, Finance, Business Process..., Lean Six Sigma, Project Management, SharePoint..., Analysis, Business Systems..., Business Process Mapping, Business Intelligence, Center of Excellence, Database Design, Database Queries, MS Excel Pivot Tables, KPI Dashboards, Vlookup, High Net Worth..., Motion Graphics, After Effects, Photoshop, SharePoint, Business Requirements, Access, Mutual Funds, Financial Analysis, Stock Market, Cross-functional Team..., Team Leadership, SDLC, Vendor Management, Business Process, Data Analysis, Insurance, Management
Education
Villanova University 2007 — 2008
Black Belt Certificate of Achievement, Six Sigma
University of Pennsylvania 1993 — 1997
Bachelor of Arts (B.A.), Economics
Carrie Bolton's Vanguard Experience May 2012 - Present
Job Senior Manager, Digital Intelligence Strategy at Vanguard
Industry Financial Services
Experience
Vanguard May 2012 - Present
Ally Financial Inc. October 2008 - May 2012
GMAC Mortgage January 2005 - October 2008
GMAC Mortgage December 2000 - January 2005
AAA Mid-Atlantic June 1999 - December 2000
AAA Mid-Atlantic August 1997 - June 1999
Skills
Web Analytics, Testing and Optimization, Paid Search, Customer Experience..., Web Production, Lead Generation, PPC, Web Site Production, E-commerce, Communications Audits, SEM, Email Marketing, SEO, Strategy, Strategic Planning, Marketing, Omniture, Digital Marketing, Product Management, Analytics, Interactive Marketing, Landing Page..., Web Marketing, Advertising
Education
Homer High School
University of Pennsylvania
MGA, Government
Wells College
BA, History
Vanguard May 2012 - Present
Ally Financial Inc. October 2008 - May 2012
GMAC Mortgage January 2005 - October 2008
GMAC Mortgage December 2000 - January 2005
AAA Mid-Atlantic June 1999 - December 2000
AAA Mid-Atlantic August 1997 - June 1999
Skills
Web Analytics, Testing and Optimization, Paid Search, Customer Experience..., Web Production, Lead Generation, PPC, Web Site Production, E-commerce, Communications Audits, SEM, Email Marketing, SEO, Strategy, Strategic Planning, Marketing, Omniture, Digital Marketing, Product Management, Analytics, Interactive Marketing, Landing Page..., Web Marketing, Advertising
Education
Homer High School
University of Pennsylvania
MGA, Government
Wells College
BA, History
Greg Allare's Vanguard Experience May 2012 - August 2012
Job Analyst at Rock Ventures, LLC
Industry Real Estate
Experience
Rock Ventures, LLC June 2013 - Present
Vanguard May 2012 - August 2012
College Football Hall of Fame May 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Access, Public Speaking, Social Networking, Research, Data Analysis, Team Building, Teamwork
Education
University of Notre Dame 2009 — 2013
BA, Finance
Rock Ventures, LLC June 2013 - Present
Vanguard May 2012 - August 2012
College Football Hall of Fame May 2011 - August 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Access, Public Speaking, Social Networking, Research, Data Analysis, Team Building, Teamwork
Education
University of Notre Dame 2009 — 2013
BA, Finance
Jennifer Serrano Jennifer Serrano's Vanguard Experience June 2015 - Present
Job Investment Specialist
Industry International Affairs
Experience
Vanguard June 2015 - Present
Cooke Capital January 2015 - June 2015
UNCW Recreation Center December 2012 - December 2014
District Attorney's Office New Hanover County January 2014 - May 2014
Victoria's Secret May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, HTML, English, Windows, Facebook, Sales
Education
University of North Carolina at Wilmington 2011 — 2014
Bachelor of Science, International Business
West Johnston HighSchool 2007 — 2011
Bachelor of Science (BS), International Business
Vanguard June 2015 - Present
Cooke Capital January 2015 - June 2015
UNCW Recreation Center December 2012 - December 2014
District Attorney's Office New Hanover County January 2014 - May 2014
Victoria's Secret May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, HTML, English, Windows, Facebook, Sales
Education
University of North Carolina at Wilmington 2011 — 2014
Bachelor of Science, International Business
West Johnston HighSchool 2007 — 2011
Bachelor of Science (BS), International Business
Shellie Unger Shellie Unger's Vanguard Experience 1983 - 2009
Job Principal/Owner at SSU Consulting LLC
Industry Health, Wellness and Fitness
Experience
SSU Consulting LLC March 2012 - Present
Russell Investments July 2011 - March 2012
Vanguard 1983 - 2009
Vanguard Investments Europe 2005 - 2006
Edward H Friend and Co 1978 - 1981
Skills
Change Management, Marketing Strategy, Partnerships, Mutual Funds, Investment Strategies, Investment Management, Hedge Funds, ETFs, Financial Services, New Business Development, Asset Management, Indexes, Multi-Cultural Team..., Institutional Sales..., Asset Managment, Leadership, Business Development, Management, Alternative Investments, Asset Allocation, Equities, Indexation, Portfolio Management, Start-ups, Investments
Education
University of Pennsylvania - The Wharton School 1981 — 1983
MBA, Finance
Vanderbilt University 1976 — 1978
BA, Psychology
Harpeth Hall School 1971 — 1974
High School
Ensworth 1962 — 1970
SSU Consulting LLC March 2012 - Present
Russell Investments July 2011 - March 2012
Vanguard 1983 - 2009
Vanguard Investments Europe 2005 - 2006
Edward H Friend and Co 1978 - 1981
Skills
Change Management, Marketing Strategy, Partnerships, Mutual Funds, Investment Strategies, Investment Management, Hedge Funds, ETFs, Financial Services, New Business Development, Asset Management, Indexes, Multi-Cultural Team..., Institutional Sales..., Asset Managment, Leadership, Business Development, Management, Alternative Investments, Asset Allocation, Equities, Indexation, Portfolio Management, Start-ups, Investments
Education
University of Pennsylvania - The Wharton School 1981 — 1983
MBA, Finance
Vanderbilt University 1976 — 1978
BA, Psychology
Harpeth Hall School 1971 — 1974
High School
Ensworth 1962 — 1970
John Hegele's Vanguard Experience June 2004 - November 2006
Job Data Scientist at Automated Insights, Inc.
Industry Financial Services
Experience
Automated Insights, Inc. April 2015 - Present
Goldman Sachs April 2013 - April 2015
Goldman Sachs January 2011 - April 2013
Bank of America June 2009 - December 2010
Bank of America November 2006 - June 2009
Vanguard June 2004 - November 2006
Skills
Risk, Capital Markets, Derivatives, Securities, Bonds, SQL, VBA, Data Analysis, Financial Analysis, Financial Risk, Equities, Market Risk, Credit Risk, Portfolio Management, FX Options, Risk Management, Finance, Management, Financial Modeling, Trading
Education
University of North Carolina at Charlotte - Belk College of Business 2001 — 2004
BS, Finance
Automated Insights, Inc. April 2015 - Present
Goldman Sachs April 2013 - April 2015
Goldman Sachs January 2011 - April 2013
Bank of America June 2009 - December 2010
Bank of America November 2006 - June 2009
Vanguard June 2004 - November 2006
Skills
Risk, Capital Markets, Derivatives, Securities, Bonds, SQL, VBA, Data Analysis, Financial Analysis, Financial Risk, Equities, Market Risk, Credit Risk, Portfolio Management, FX Options, Risk Management, Finance, Management, Financial Modeling, Trading
Education
University of North Carolina at Charlotte - Belk College of Business 2001 — 2004
BS, Finance
Jeremy Saul's Vanguard Experience Communications AdministratorVanguardOctober 2012 - Present
Job Communications Administrator at Vanguard
Industry Financial Services
Experience
Vanguard Communications AdministratorVanguardOctober 2012 - Present
Skills
Project Management, Microsoft Excel, Microsoft Office, Customer Service, Access, Data Analysis, Financial Analysis, Financial Modeling, Process Improvement, Analysis, PowerPoint, Investments
Education
University of Pennsylvania 2001 — 2005
Vanguard Communications AdministratorVanguardOctober 2012 - Present
Skills
Project Management, Microsoft Excel, Microsoft Office, Customer Service, Access, Data Analysis, Financial Analysis, Financial Modeling, Process Improvement, Analysis, PowerPoint, Investments
Education
University of Pennsylvania 2001 — 2005
Carl G.C. Robbins's Vanguard Experience December 1994 - March 2009
Job Director, Consultant Relations at Harvest Fund Advisors LLC
Industry Financial Services
Experience
Harvest Fund Advisors LLC January 2010 - Present
Vanguard December 1994 - March 2009
Education
University of Pennsylvania - The Wharton School 1978 — 1980
Master of Business Administration (MBA), Management - Labor Relations
University of Pennsylvania 1966 — 1970
Bachelor of Arts (BA), History
Harvest Fund Advisors LLC January 2010 - Present
Vanguard December 1994 - March 2009
Education
University of Pennsylvania - The Wharton School 1978 — 1980
Master of Business Administration (MBA), Management - Labor Relations
University of Pennsylvania 1966 — 1970
Bachelor of Arts (BA), History
Devon Pennington's Vanguard Experience CRAVanguard2007 - 2008
Job Small Business Services at Vanguard
Industry Financial Services
Experience
Vanguard CRAVanguard2007 - 2008
Education
University of Pennsylvania - The Wharton School
Vanguard CRAVanguard2007 - 2008
Education
University of Pennsylvania - The Wharton School
Jeremy Bannister's Vanguard Experience 2001 - 2005
Job Director, Corporate Governance at City of London Investment Management Company Limited
Industry Investment Management
Experience
City of London Investment Management Company Limited August 2005 - Present
Vanguard 2001 - 2005
Vanguard 1999 - 2001
Vanguard 1998 - 1999
Vanguard 1996 - 1998
Vanguard 1994 - 1996
Vanguard 1993 - 1994
Vanguard 1991 - 1993
Vanguard 1987 - 1991
Vanguard 1984 - 1987
Skills
Investment Management, Activist Investing, Portfolio Management, Corporate Governance, ESG Investing, Risk Management, Emerging Markets, Equities, Financial Services, Proxy Voting, Closed-end Funds, Mutual Funds, Securities Regulation, Regulatory Compliance, Strategic Planning, Asset Managment, Business Strategy, Investments, Asset Management, Relationship Management, Institutional..., Board of Directors, Fiduciary, Negotiation, Attorneys, Socially Responsible..., Retirement Planning, Foundations, Business Development, Alternative Investments, Strategic Financial..., Finance, Management, 401k, Financial Analysis, Financial Modeling
Education
Widener University School of Law 1988 — 1991
Juris Doctor (J.D.)
University of Pennsylvania 1976 — 1980
Bachelor's Degree, Economics
City of London Investment Management Company Limited August 2005 - Present
Vanguard 2001 - 2005
Vanguard 1999 - 2001
Vanguard 1998 - 1999
Vanguard 1996 - 1998
Vanguard 1994 - 1996
Vanguard 1993 - 1994
Vanguard 1991 - 1993
Vanguard 1987 - 1991
Vanguard 1984 - 1987
Skills
Investment Management, Activist Investing, Portfolio Management, Corporate Governance, ESG Investing, Risk Management, Emerging Markets, Equities, Financial Services, Proxy Voting, Closed-end Funds, Mutual Funds, Securities Regulation, Regulatory Compliance, Strategic Planning, Asset Managment, Business Strategy, Investments, Asset Management, Relationship Management, Institutional..., Board of Directors, Fiduciary, Negotiation, Attorneys, Socially Responsible..., Retirement Planning, Foundations, Business Development, Alternative Investments, Strategic Financial..., Finance, Management, 401k, Financial Analysis, Financial Modeling
Education
Widener University School of Law 1988 — 1991
Juris Doctor (J.D.)
University of Pennsylvania 1976 — 1980
Bachelor's Degree, Economics
Donna Woolever's Vanguard Experience 2012 - Present
Job Manager, HR Technology at Vanguard
Industry Information Technology and Services
Experience
Vanguard 2012 - Present
Verizon Wireless 2011 - 2012
Accenture 2008 - 2011
Gestalt, LLC 2004 - 2008
CSC Consulting 1991 - 2000
General Electric 1990 - 1991
DuPont 1989 - 1990
Arthur Young 1988 - 1989
Fels Center of Government, the University of Pennsylvania 1986 - 1988
Skills
Business Process..., Agile Methodologies, Strategic Planning, CMMI, Business Alignment, Performance Management, Governance, IT Strategy, Quality Assurance, Project Portfolio..., IT Management, Management, Training, Program Management, Business Process..., Agile Facilitation, PMO, Agile Project Management, Business Analysis, Enterprise Architecture, SDLC, Scrum, Business Process, Integration, Management Consulting, Strategy, Project Planning, Consulting, Leadership, PMP, Solution Architecture, Requirements Analysis
Education
University of Pennsylvania
Masters, Government Administration
University of Pennsylvania - The Wharton School
BS in Economics, Organization Management
Vanguard 2012 - Present
Verizon Wireless 2011 - 2012
Accenture 2008 - 2011
Gestalt, LLC 2004 - 2008
CSC Consulting 1991 - 2000
General Electric 1990 - 1991
DuPont 1989 - 1990
Arthur Young 1988 - 1989
Fels Center of Government, the University of Pennsylvania 1986 - 1988
Skills
Business Process..., Agile Methodologies, Strategic Planning, CMMI, Business Alignment, Performance Management, Governance, IT Strategy, Quality Assurance, Project Portfolio..., IT Management, Management, Training, Program Management, Business Process..., Agile Facilitation, PMO, Agile Project Management, Business Analysis, Enterprise Architecture, SDLC, Scrum, Business Process, Integration, Management Consulting, Strategy, Project Planning, Consulting, Leadership, PMP, Solution Architecture, Requirements Analysis
Education
University of Pennsylvania
Masters, Government Administration
University of Pennsylvania - The Wharton School
BS in Economics, Organization Management
Angelia Brown, PHR's Vanguard Experience January 2015 - Present
Job Operations Supervisor
Industry Financial Services
Experience
Vanguard January 2015 - Present
The Vanguard Group May 2008 - February 2014
AXA Equitable July 2006 - December 2007
AXA Equitable May 2005 - July 2006
AXA Equitable January 1999 - May 2005
Carolinas Healthcare System March 1993 - January 1998
Skills
Process Improvement, Supervisory Experience, Change Management, Leadership, Performance Management, Employee Relations, Employee Training, Human Resources, Interviews, Management, Employee Benefits
Education
University of North Carolina at Greensboro 1982 — 1986
Bachelor of Arts (B.A.), Public Relations/Image Management
Vanguard January 2015 - Present
The Vanguard Group May 2008 - February 2014
AXA Equitable July 2006 - December 2007
AXA Equitable May 2005 - July 2006
AXA Equitable January 1999 - May 2005
Carolinas Healthcare System March 1993 - January 1998
Skills
Process Improvement, Supervisory Experience, Change Management, Leadership, Performance Management, Employee Relations, Employee Training, Human Resources, Interviews, Management, Employee Benefits
Education
University of North Carolina at Greensboro 1982 — 1986
Bachelor of Arts (B.A.), Public Relations/Image Management
Asim Memon's Vanguard Experience 1996 - 1998
Job Senior Level Program Management Leader
Industry Information Technology and Services
Experience
SHPS October 2007 - Present
SHPS May 2005 - October 2007
SHPS March 2004 - May 2005
Towers Perrin 2000 - 2004
Towers Perrin 1998 - 2000
Vanguard 1996 - 1998
Skills
SDLC, CRM
Education
University of Pennsylvania
BA, MA
SHPS October 2007 - Present
SHPS May 2005 - October 2007
SHPS March 2004 - May 2005
Towers Perrin 2000 - 2004
Towers Perrin 1998 - 2000
Vanguard 1996 - 1998
Skills
SDLC, CRM
Education
University of Pennsylvania
BA, MA
Shelly-Ann Eweka, CFP®, ChFC®'s Vanguard Experience May 2004 - June 2005
Job Team Manager, Central Advice at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2005 - Present
Vanguard May 2004 - June 2005
Ernst & Young 1999 - 2003
JP Morgan Chase June 1994 - August 1999
Skills
Wealth Management, Series 7, Asset Allocation, Retirement, Retirement Planning
Education
University of Pennsylvania 1989 — 1994
BSE, Electrical Engineering
TIAA-CREF June 2005 - Present
Vanguard May 2004 - June 2005
Ernst & Young 1999 - 2003
JP Morgan Chase June 1994 - August 1999
Skills
Wealth Management, Series 7, Asset Allocation, Retirement, Retirement Planning
Education
University of Pennsylvania 1989 — 1994
BSE, Electrical Engineering
Evan Woods's Vanguard Experience December 2013 - Present
Job Financial Analysis and Project Management at Vanguard
Industry Financial Services
Experience
Vanguard December 2013 - Present
Vanguard August 2010 - December 2013
The Vanguard Group July 2008 - August 2010
Skills
Financial Analysis, Investments, Finance, Microsoft Office, Project Management, Analysis, Microsoft Excel, PowerPoint, Pricing Strategy, Market Pricing, Essbase, Configure to Order
Education
Wake Forest University 2002 — 2006
BA, Economics
Wharton School, University of Pennsylvania 2009 — 2010
Certificate, Finance and Accounting
Vanguard December 2013 - Present
Vanguard August 2010 - December 2013
The Vanguard Group July 2008 - August 2010
Skills
Financial Analysis, Investments, Finance, Microsoft Office, Project Management, Analysis, Microsoft Excel, PowerPoint, Pricing Strategy, Market Pricing, Essbase, Configure to Order
Education
Wake Forest University 2002 — 2006
BA, Economics
Wharton School, University of Pennsylvania 2009 — 2010
Certificate, Finance and Accounting
Leo Xu Li's Vanguard Experience January 2013 - Present
Job Equity Operational Risk Team Lead
Industry Financial Services
Experience
Vanguard January 2013 - Present
Vanguard June 2011 - December 2012
The Vanguard Group March 2008 - June 2011
The Vanguard Group January 2007 - March 2008
Morgan Stanley July 2005 - October 2006
Skills
Mutual Funds, Series 7, Equities, Risk Management, Charles River IMS, SQL Server Management..., ACL, Charles River System..., Bloomberg Terminal, Access, Advanced Excel, Database Design, Bloomberg, ETFs, Finance, Microsoft Excel, Strategy
Education
Villanova University 2008 — 2013
MBA, Finance, International Business Management, A
University of Ottawa / Université d'Ottawa 2001 — 2005
BA, International Finance
Vanguard January 2013 - Present
Vanguard June 2011 - December 2012
The Vanguard Group March 2008 - June 2011
The Vanguard Group January 2007 - March 2008
Morgan Stanley July 2005 - October 2006
Skills
Mutual Funds, Series 7, Equities, Risk Management, Charles River IMS, SQL Server Management..., ACL, Charles River System..., Bloomberg Terminal, Access, Advanced Excel, Database Design, Bloomberg, ETFs, Finance, Microsoft Excel, Strategy
Education
Villanova University 2008 — 2013
MBA, Finance, International Business Management, A
University of Ottawa / Université d'Ottawa 2001 — 2005
BA, International Finance
Larry Mazis's Vanguard Experience 1987 - 1998
Job Highly Specialized Accountant at State Street
Industry Financial Services
Experience
State Street July 2013 - Present
University of Pennsylvania January 2013 - May 2013
BNY Mellon June 2005 - October 2012
BNY Mellon October 1998 - June 2005
Vanguard 1987 - 1998
Skills
Financial Reporting, Fund Accounting, Microsoft Office..., SOX, GAAP, and FASB., Bloomberg, Reuters,..., Accounting, General Ledger, GAAP, Account Reconciliation, Finance, Investments, Financial Statements, Financial Analysis, Auditing, Derivatives, Mutual Funds, Equities, Financial Modeling
Education
University of Phoenix 2003 — 2007
Master of Business Administration (MBA)
University of Pennsylvania 1982 — 1986
Bachelor of Arts (B.A.), Psychology with Math Minor
State Street July 2013 - Present
University of Pennsylvania January 2013 - May 2013
BNY Mellon June 2005 - October 2012
BNY Mellon October 1998 - June 2005
Vanguard 1987 - 1998
Skills
Financial Reporting, Fund Accounting, Microsoft Office..., SOX, GAAP, and FASB., Bloomberg, Reuters,..., Accounting, General Ledger, GAAP, Account Reconciliation, Finance, Investments, Financial Statements, Financial Analysis, Auditing, Derivatives, Mutual Funds, Equities, Financial Modeling
Education
University of Phoenix 2003 — 2007
Master of Business Administration (MBA)
University of Pennsylvania 1982 — 1986
Bachelor of Arts (B.A.), Psychology with Math Minor
Wright Perkins's Vanguard Experience 2002 - 2005
Job VP, Commercial Lending at BB&T
Industry Banking
Experience
BB&T January 2007 - Present
Commercial Defeasance, LLC 2005 - 2007
Vanguard 2002 - 2005
Skills
Risk Management, Compliance, Real Estate, Portfolio Management, Credit Analysis, Credit, Underwriting, Banking, Construction Loans, Loans, Financial Analysis, Credit Risk, Loan Origination, Risk, Financial Reporting
Education
University of North Carolina at Wilmington 1997 — 2000
BS-BA, Finance - Cameron School of Business
East Mecklenburg High School
BB&T January 2007 - Present
Commercial Defeasance, LLC 2005 - 2007
Vanguard 2002 - 2005
Skills
Risk Management, Compliance, Real Estate, Portfolio Management, Credit Analysis, Credit, Underwriting, Banking, Construction Loans, Loans, Financial Analysis, Credit Risk, Loan Origination, Risk, Financial Reporting
Education
University of North Carolina at Wilmington 1997 — 2000
BS-BA, Finance - Cameron School of Business
East Mecklenburg High School
Michael Utkus's Vanguard Experience Software DeveloperPep Boys1989 - 1998
Job Software Engineer at Vanguard
Industry Financial Services
Experience
Vanguard Software DeveloperPep Boys1989 - 1998
Pepboys 1989 - 1998
Bryn Mawr Hospital 1985 - 1989
Education
University of Pennsylvania 1980 — 1984
BA, Mathematics
Vanguard Software DeveloperPep Boys1989 - 1998
Pepboys 1989 - 1998
Bryn Mawr Hospital 1985 - 1989
Education
University of Pennsylvania 1980 — 1984
BA, Mathematics
Rick Dawley's Vanguard Experience October 2011 - Present
Job Agile ScrumMaster at Vanguard
Industry Financial Services
Experience
Vanguard October 2011 - Present
Vanguard January 2008 - October 2011
Vanguard January 2000 - December 2007
Lumberton Radiological Associates August 1998 - December 1999
Skills
Agile Methodologies, SDLC, Agile Project Management, Java, Web Applications, Scrum, Java Enterprise Edition, Spring, DB2, SOA, Software Project..., Oracle, JSP
Education
University of North Carolina at Pembroke 1996 — 1999
CS
Vanguard October 2011 - Present
Vanguard January 2008 - October 2011
Vanguard January 2000 - December 2007
Lumberton Radiological Associates August 1998 - December 1999
Skills
Agile Methodologies, SDLC, Agile Project Management, Java, Web Applications, Scrum, Java Enterprise Edition, Spring, DB2, SOA, Software Project..., Oracle, JSP
Education
University of North Carolina at Pembroke 1996 — 1999
CS
Katherine Trice's Vanguard Experience July 2005 - March 2006
Job Business Analyst at Federal Reserve Bank of New York
Industry Financial Services
Experience
Federal Reserve Bank of New York April 2009 - Present
Wachovia Securities, LLC March 2007 - March 2009
The Newport Group March 2006 - March 2007
Vanguard July 2005 - March 2006
Education
University of North Carolina at Charlotte - Belk College of Business 2002 — 2005
BS, Economics
Federal Reserve Bank of New York April 2009 - Present
Wachovia Securities, LLC March 2007 - March 2009
The Newport Group March 2006 - March 2007
Vanguard July 2005 - March 2006
Education
University of North Carolina at Charlotte - Belk College of Business 2002 — 2005
BS, Economics
Mauricio Achata's Vanguard Experience January 2014 - Present
Job JD/MBA, Project Administrator at Vanguard
Industry Financial Services
Experience
Vanguard January 2014 - Present
Various Non Profit organizations October 2012 - Present
Special Counsel April 2013 - January 2014
Eckert Seamans 2010 - 2013
Stember Feinstein LLC 2009 - 2010
Office of the Controller, City of Pittsburgh January 2008 - April 2008
Federal Public Defender August 2007 - April 2008
Meyer Darragh Buckler Bebenek & Eck, P.L.L.C. 2006 - 2006
U.S. Department of State 2004 - 2004
Skills
Legal Writing, Analysis, Quantitative Analytics, Research, PowerPoint, Microsoft Excel, Legal Compliance, Budget, Corporate Finance, Spanish, Litigation, Risk Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2007 — 2009
MBA, Finance
University of Pittsburgh School of Law 2006 — 2009
JD, Law
University of Pennsylvania
B.A., Economics
Vanguard January 2014 - Present
Various Non Profit organizations October 2012 - Present
Special Counsel April 2013 - January 2014
Eckert Seamans 2010 - 2013
Stember Feinstein LLC 2009 - 2010
Office of the Controller, City of Pittsburgh January 2008 - April 2008
Federal Public Defender August 2007 - April 2008
Meyer Darragh Buckler Bebenek & Eck, P.L.L.C. 2006 - 2006
U.S. Department of State 2004 - 2004
Skills
Legal Writing, Analysis, Quantitative Analytics, Research, PowerPoint, Microsoft Excel, Legal Compliance, Budget, Corporate Finance, Spanish, Litigation, Risk Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2007 — 2009
MBA, Finance
University of Pittsburgh School of Law 2006 — 2009
JD, Law
University of Pennsylvania
B.A., Economics
Doug Frey's Vanguard Experience 1990 - 1998
Job Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments 2002 - 2009
MetLife 1998 - 2002
Vanguard 1990 - 1998
Fidelity Investments 1987 - 1990
The Boston Company Asset Management, LLC 1978 - 1987
Skills
Investments, Financial Services, Mutual Funds, Series 63, Equities, Fixed Income, 401k, Retirement, Financial Analysis, Hedge Funds, Strategic Financial..., Risk Management, Asset Allocation, Pensions, Business Analysis, Wealth Management, Retirement Planning
Education
University of Pennsylvania 1973 — 1978
Fidelity Investments 2002 - 2009
MetLife 1998 - 2002
Vanguard 1990 - 1998
Fidelity Investments 1987 - 1990
The Boston Company Asset Management, LLC 1978 - 1987
Skills
Investments, Financial Services, Mutual Funds, Series 63, Equities, Fixed Income, 401k, Retirement, Financial Analysis, Hedge Funds, Strategic Financial..., Risk Management, Asset Allocation, Pensions, Business Analysis, Wealth Management, Retirement Planning
Education
University of Pennsylvania 1973 — 1978
Joan Straus's Vanguard Experience 1996 - 2009
Job Sports Professional
Industry Sports
Experience
Vanguard 1996 - 2009
Education
University of Pennsylvania 1972 — 1976
Vanguard 1996 - 2009
Education
University of Pennsylvania 1972 — 1976
Tatiana Aparicio's Vanguard Experience July 2013 - March 2015
Job Account Manager at RJMetrics
Industry Computer Software
Experience
RJMetrics June 2015 - Present
Vanguard July 2013 - March 2015
Compassion Care Clinic June 2011 - June 2013
Berd Bears - Kickstarter Campaign December 2011 - December 2012
Unit for Experimental Psychiatry Division of Sleep & Chronobiology 2010 - 2011
Annenberg Center for the Performing Arts 2007 - 2010
Skills
Nonprofits, Microsoft Excel, Research, Microsoft Office, Data Analysis, ProVenue, Ticketing Software, CRM
Education
University of Pennsylvania
Bachelor of Arts (B.A.), Psychology
RJMetrics June 2015 - Present
Vanguard July 2013 - March 2015
Compassion Care Clinic June 2011 - June 2013
Berd Bears - Kickstarter Campaign December 2011 - December 2012
Unit for Experimental Psychiatry Division of Sleep & Chronobiology 2010 - 2011
Annenberg Center for the Performing Arts 2007 - 2010
Skills
Nonprofits, Microsoft Excel, Research, Microsoft Office, Data Analysis, ProVenue, Ticketing Software, CRM
Education
University of Pennsylvania
Bachelor of Arts (B.A.), Psychology
Paul Summerville's Vanguard Experience June 2007 - January 2010
Job Sr. Contract Analyst at Premier, Inc
Industry Financial Services
Experience
Premier, Inc September 2014 - Present
Premier healthcare alliance September 2012 - August 2014
Wells Fargo Bank March 2010 - August 2012
FairPoint Communications February 2010 - March 2010
Vanguard June 2007 - January 2010
Skills
Investments, Retirement Planning, Finance, Banking, Management, Customer Service, CRM, Analysis, Access, Time Management, Marketing, Microsoft Excel, Financial Analysis, Business Development, Data Analysis, Microsoft Word, Process Improvement, PowerPoint, Insurance, Leadership, Financial Modeling, Risk Management, Strategic Financial..., Series 63, Business Analysis, Mutual Funds, Portfolio Management, Financial Services, Relationship Management, Budgets, Strategic Planning, Accounting, Asset Management, Credit, Asset Allocation, Business Process..., Financial Reporting, Retirement, Wealth Management, Equities
Education
University of North Carolina at Charlotte - Belk College of Business 2003 — 2007
B.S, Business Administration; Finance
Premier, Inc September 2014 - Present
Premier healthcare alliance September 2012 - August 2014
Wells Fargo Bank March 2010 - August 2012
FairPoint Communications February 2010 - March 2010
Vanguard June 2007 - January 2010
Skills
Investments, Retirement Planning, Finance, Banking, Management, Customer Service, CRM, Analysis, Access, Time Management, Marketing, Microsoft Excel, Financial Analysis, Business Development, Data Analysis, Microsoft Word, Process Improvement, PowerPoint, Insurance, Leadership, Financial Modeling, Risk Management, Strategic Financial..., Series 63, Business Analysis, Mutual Funds, Portfolio Management, Financial Services, Relationship Management, Budgets, Strategic Planning, Accounting, Asset Management, Credit, Asset Allocation, Business Process..., Financial Reporting, Retirement, Wealth Management, Equities
Education
University of North Carolina at Charlotte - Belk College of Business 2003 — 2007
B.S, Business Administration; Finance
Ken Helms's Vanguard Experience February 2014 - Present
Job Financial Advisor at Vanguard
Industry Financial Services
Experience
Vanguard February 2014 - Present
Vanguard November 2010 - February 2014
American Funds 2005 - 2009
Skills
Series 7, Series 63, Retirement Planning, Mutual Funds, Investments, Wealth Management
Education
University of North Carolina at Wilmington 2000 — 2004
Bachelors, Business Management
Vanguard February 2014 - Present
Vanguard November 2010 - February 2014
American Funds 2005 - 2009
Skills
Series 7, Series 63, Retirement Planning, Mutual Funds, Investments, Wealth Management
Education
University of North Carolina at Wilmington 2000 — 2004
Bachelors, Business Management
Owais Merchant's Vanguard Experience October 2014 - Present
Job Supervisor Concierge Services (Sales Division) at Vanguard
Industry Financial Services
Experience
Vanguard October 2014 - Present
Vanguard October 2012 - October 2014
The Vanguard Group Incorporated September 2010 - October 2012
Fintastic August 2003 - September 2010
Cobblestone Builders September 2008 - January 2009
Target Corporation May 2007 - August 2007
Skills
Consultative Sales..., Sales Management, Facilities Management, Investment Advisory, Microsoft Office, Financial Analysis, Financial Modeling, Recruiting, Training, Series 7, Series 63, Client Education, Floor Management, Budgets, Investments, Asset Allocation, Customer Service, Finance, Microsoft Excel, CRM, Management, Sales, Leadership
Education
University of North Carolina at Charlotte - Belk College of Business 2003 — 2008
Bachelor's of Science in Business Administration, Finance and Marketing
Vanguard October 2014 - Present
Vanguard October 2012 - October 2014
The Vanguard Group Incorporated September 2010 - October 2012
Fintastic August 2003 - September 2010
Cobblestone Builders September 2008 - January 2009
Target Corporation May 2007 - August 2007
Skills
Consultative Sales..., Sales Management, Facilities Management, Investment Advisory, Microsoft Office, Financial Analysis, Financial Modeling, Recruiting, Training, Series 7, Series 63, Client Education, Floor Management, Budgets, Investments, Asset Allocation, Customer Service, Finance, Microsoft Excel, CRM, Management, Sales, Leadership
Education
University of North Carolina at Charlotte - Belk College of Business 2003 — 2008
Bachelor's of Science in Business Administration, Finance and Marketing
Amy Swift's Vanguard Experience 1993 - 2003
Job Public Relations and Communications Professional
Industry Public Relations and Communications
Experience
Vanguard 1993 - 2003
Education
University of Pennsylvania
BA
Vanguard 1993 - 2003
Education
University of Pennsylvania
BA
Julie Congdon's Vanguard Experience 1998 - Present
Job Principal and Employment Counsel at Vanguard
Industry Financial Services
Experience
Vanguard 1998 - Present
Providian Financial Corporation 1994 - 1998
Villanova Law School 1992 - 1994
Morgan Lewis & Bockius 1990 - 1992
Education
Villanova University School of Law 1987 — 1990
JD
University of Pennsylvania
Vanguard 1998 - Present
Providian Financial Corporation 1994 - 1998
Villanova Law School 1992 - 1994
Morgan Lewis & Bockius 1990 - 1992
Education
Villanova University School of Law 1987 — 1990
JD
University of Pennsylvania
Hannah Bodemann's Vanguard Experience January 2004 - April 2006
Job Wealth Strategy Associate
Industry Financial Services
Experience
UBS Financial Services January 2009 - Present
Merrill Lynch September 2007 - January 2009
HSBC April 2006 - September 2007
Vanguard January 2004 - April 2006
Education
University of North Carolina at Wilmington 1999 — 2003
International Business
UBS Financial Services January 2009 - Present
Merrill Lynch September 2007 - January 2009
HSBC April 2006 - September 2007
Vanguard January 2004 - April 2006
Education
University of North Carolina at Wilmington 1999 — 2003
International Business
Danielle Annechiarico's Vanguard Experience August 2008 - August 2010
Job Financial Planner at Old North State Wealth Management
Industry Financial Services
Experience
Old North State Wealth Management, LLC September 2010 - Present
Vanguard August 2008 - August 2010
Law Offices of Collins and Collins May 2007 - August 2008
Education
University of North Carolina at Wilmington 2004 — 2008
BS, Accounting
Old North State Wealth Management, LLC September 2010 - Present
Vanguard August 2008 - August 2010
Law Offices of Collins and Collins May 2007 - August 2008
Education
University of North Carolina at Wilmington 2004 — 2008
BS, Accounting
tracie lammer's Vanguard Experience October 2014 - Present
Job Senior Manager at Vanguard
Industry Financial Services
Experience
Vanguard October 2014 - Present
The Vanguard Group February 2013 - Present
Vanguard August 2010 - February 2013
The Vanguard Group August 2009 - August 2010
The Vanguard Group March 2004 - August 2009
The Vanguard Group March 2001 - March 2004
The Vanguard Group February 1999 - March 2001
Accenture April 1998 - February 1999
McMaster-Carr August 1997 - April 1998
Skills
Change Management, SDLC, Vendor Management, Process Improvement, Visio, Requirements Analysis, Risk Management, Project Management, Financial Services, Program Management, Business Process..., Leadership, Agile Methodologies, Mutual Funds, Strategic Planning, Business Analysis, Customer Service, Microsoft Office, Architectures, Analysis, Investments
Education
University of Pennsylvania 1995 — 1996
M Ed, Secondary Education
University of Pennsylvania 1991 — 1995
BA, English, Pre-Med
Vanguard October 2014 - Present
The Vanguard Group February 2013 - Present
Vanguard August 2010 - February 2013
The Vanguard Group August 2009 - August 2010
The Vanguard Group March 2004 - August 2009
The Vanguard Group March 2001 - March 2004
The Vanguard Group February 1999 - March 2001
Accenture April 1998 - February 1999
McMaster-Carr August 1997 - April 1998
Skills
Change Management, SDLC, Vendor Management, Process Improvement, Visio, Requirements Analysis, Risk Management, Project Management, Financial Services, Program Management, Business Process..., Leadership, Agile Methodologies, Mutual Funds, Strategic Planning, Business Analysis, Customer Service, Microsoft Office, Architectures, Analysis, Investments
Education
University of Pennsylvania 1995 — 1996
M Ed, Secondary Education
University of Pennsylvania 1991 — 1995
BA, English, Pre-Med
MAMDOUH SAADOUN's Vanguard Experience July 1997 - December 1997
Job Senior System Engineer/Analyst at Conway, Inc
Industry Transportation/Trucking/Railroad
Experience
Con-way, Inc August 2002 - Present
State of Nebraska January 1998 - May 2002
Vanguard July 1997 - December 1997
Saudi Electricity Company December 1992 - June 1997
University of Pennsylvania September 1989 - December 1992
Ministry of Interior 1987 - 1989
Saudi Business Machines 1983 - 1987
Skills
DB2, Oracle, Informatica, TIBCO, Java, J2EE, Websphere, IBM Mainframe, Crystal Reports, Oracle Discoverer, IEF/COOL:Gen/Advantage:G..., CICS, StarTeam, CVS, CSP, Unix Shell Scripting, JCL, GuadIEn, Change Man, Endevor
Education
University of Pennsylvania 1989 — 1992
PhD, Elsectrical Engineering
Con-way, Inc August 2002 - Present
State of Nebraska January 1998 - May 2002
Vanguard July 1997 - December 1997
Saudi Electricity Company December 1992 - June 1997
University of Pennsylvania September 1989 - December 1992
Ministry of Interior 1987 - 1989
Saudi Business Machines 1983 - 1987
Skills
DB2, Oracle, Informatica, TIBCO, Java, J2EE, Websphere, IBM Mainframe, Crystal Reports, Oracle Discoverer, IEF/COOL:Gen/Advantage:G..., CICS, StarTeam, CVS, CSP, Unix Shell Scripting, JCL, GuadIEn, Change Man, Endevor
Education
University of Pennsylvania 1989 — 1992
PhD, Elsectrical Engineering
Douglas Grim, CFA's Vanguard Experience November 2006 - August 2008
Job Senior Investment Strategist at Vanguard
Industry Financial Services
Experience
The Vanguard Group December 2013 - Present
The Vanguard Group August 2008 - November 2013
Vanguard November 2006 - August 2008
Vanguard February 2005 - November 2006
Citi June 2003 - February 2005
Vanguard February 2001 - June 2003
Skills
Asset Allocation, Investments, Portfolio Management, Mutual Funds, Series 63, Financial Services
Education
University of North Carolina at Wilmington 1996 — 2000
Bachelor's degree, Marketing
The Vanguard Group December 2013 - Present
The Vanguard Group August 2008 - November 2013
Vanguard November 2006 - August 2008
Vanguard February 2005 - November 2006
Citi June 2003 - February 2005
Vanguard February 2001 - June 2003
Skills
Asset Allocation, Investments, Portfolio Management, Mutual Funds, Series 63, Financial Services
Education
University of North Carolina at Wilmington 1996 — 2000
Bachelor's degree, Marketing
Jessica Simmons Moore's Vanguard Experience August 2009 - May 2012
Job Financial Planning & Analysis Professional
Industry Real Estate
Experience
Mission First Housing Group July 2014 - Present
Mission First Housing Group March 2013 - July 2014
Fannie Mae June 2012 - March 2013
Vanguard August 2009 - May 2012
Vanguard August 2009 - August 2010
Vanguard August 2007 - August 2009
Skills
Revenue Forecasting, Fiscal Planning, Cost Analysis, Strategic Financial..., Analytics, Cash Flow Forecasting, Cost Benefit, Financial Modeling, Due Diligence, Corporate Finance, Finance, Financial Analysis, Leadership, Financial Services, Financial Planning, Data Analysis
Education
University of Pennsylvania 2003 — 2007
BA, Political Science
Mission First Housing Group July 2014 - Present
Mission First Housing Group March 2013 - July 2014
Fannie Mae June 2012 - March 2013
Vanguard August 2009 - May 2012
Vanguard August 2009 - August 2010
Vanguard August 2007 - August 2009
Skills
Revenue Forecasting, Fiscal Planning, Cost Analysis, Strategic Financial..., Analytics, Cash Flow Forecasting, Cost Benefit, Financial Modeling, Due Diligence, Corporate Finance, Finance, Financial Analysis, Leadership, Financial Services, Financial Planning, Data Analysis
Education
University of Pennsylvania 2003 — 2007
BA, Political Science
Lianna Hubbell's Vanguard Experience April 2012 - May 2013
Job Business / Finance / Technology
Industry Management Consulting
Experience
Vanguard April 2012 - May 2013
Accenture April 2010 - November 2011
Independent Web Consultant September 2009 - April 2010
United Airlines September 2000 - February 2001
OurHouse.com August 1999 - August 2000
Bank of America August 1997 - June 1999
General Instrument Corporation (now part of Motorola) June 1996 - July 1996
Accenture September 1991 - June 1995
Skills
Management Consulting, Integration
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance
The University of Chicago 1987 — 1991
BA, Chemistry and Economics
Vanguard April 2012 - May 2013
Accenture April 2010 - November 2011
Independent Web Consultant September 2009 - April 2010
United Airlines September 2000 - February 2001
OurHouse.com August 1999 - August 2000
Bank of America August 1997 - June 1999
General Instrument Corporation (now part of Motorola) June 1996 - July 1996
Accenture September 1991 - June 1995
Skills
Management Consulting, Integration
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance
The University of Chicago 1987 — 1991
BA, Chemistry and Economics
Samantha Grissom, CFP®'s Vanguard Experience June 2012 - Present
Job Financial Advisor at Vanguard
Industry Financial Services
Experience
Vanguard June 2012 - Present
Education
University of Notre Dame 2008 — 2012
Vanguard June 2012 - Present
Education
University of Notre Dame 2008 — 2012
Susan Lea, Ed.D.'s Vanguard Experience January 1981 - May 1987
Job Educator in Literacy; Wilson Certified
Industry Education Management
Experience
Self-Employed January 2004 - Present
Penn Literacy Network January 2001 - June 2014
University of Pennsylvania Graduate School of Education September 2010 - June 2013
The Agnes Irwin School June 2001 - June 2007
Bisys Plan Services May 1995 - August 1999
Concord Financial Group May 1987 - May 1995
Vanguard January 1981 - May 1987
Skills
Curriculum Development, Curriculum Design, Teaching, Educational Leadership, Public Speaking, Research, Tutoring
Education
University of Pennsylvania
Doctor of Education (Ed.D.), Literacy; Curriculum Design
Self-Employed January 2004 - Present
Penn Literacy Network January 2001 - June 2014
University of Pennsylvania Graduate School of Education September 2010 - June 2013
The Agnes Irwin School June 2001 - June 2007
Bisys Plan Services May 1995 - August 1999
Concord Financial Group May 1987 - May 1995
Vanguard January 1981 - May 1987
Skills
Curriculum Development, Curriculum Design, Teaching, Educational Leadership, Public Speaking, Research, Tutoring
Education
University of Pennsylvania
Doctor of Education (Ed.D.), Literacy; Curriculum Design
Matthew Olund's Vanguard Experience April 2005 - April 2007
Job Vice President Internal Audit at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. January 2015 - Present
Macquarie Group May 2014 - January 2015
Barclays May 2012 - May 2014
FINRA (Financial Industry Regulatory Authority) June 2010 - May 2012
Susquehanna International Group April 2007 - June 2010
Vanguard April 2005 - April 2007
Skills
Equities, Fixed Income, Options, Trading, Internal Audit, Investments, Investment Banking, FINRA, Series 3, 4, 7, 24, 55,..., CAMS
Education
University of Pennsylvania 2000 — 2004
Bachelor's degree, Economics
JPMorgan Chase & Co. January 2015 - Present
Macquarie Group May 2014 - January 2015
Barclays May 2012 - May 2014
FINRA (Financial Industry Regulatory Authority) June 2010 - May 2012
Susquehanna International Group April 2007 - June 2010
Vanguard April 2005 - April 2007
Skills
Equities, Fixed Income, Options, Trading, Internal Audit, Investments, Investment Banking, FINRA, Series 3, 4, 7, 24, 55,..., CAMS
Education
University of Pennsylvania 2000 — 2004
Bachelor's degree, Economics
Matthew Norchi's Vanguard Experience June 2013 - July 2014
Job Student at UNC Law
Industry Government Administration
Experience
Vanguard June 2013 - July 2014
South Carolina Lieutenant Governor's Office on Aging September 2012 - May 2013
Education
University of North Carolina School of Law 2015 — 2018
University of South Carolina 2009 — 2013
Vanguard June 2013 - July 2014
South Carolina Lieutenant Governor's Office on Aging September 2012 - May 2013
Education
University of North Carolina School of Law 2015 — 2018
University of South Carolina 2009 — 2013
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments