Vanguard Company
Industry: Investment management company
DescriptionThe Vanguard Group is an American registered investment advisor based in Malvern, Pennsylvania with over $5.1 trillion in assets under management. It is the largest provider of mutual funds and the second-largest provider of exchange-traded funds in the world after BlackRock's iShares. Customer service: 0800 032 3731 Assets under management: 5.1 trillion USD (January 31, 2018) Founder: John C. Bogle Founded: 1 May 1975, Valley Forge, Pennsylvania, United States CEO: Mortimer J. Buckley (Jan 2018–) Headquarters: Valley Forge, Pennsylvania, United States
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Vanguard Employees
Employee
Years
Job
Industry
Tia D. Massey, MBA Tia D. Massey, MBA's Vanguard Experience January 2007 - Present
Job Senior Broker Dealer New Business Specialist
Industry Financial Services
Experience
What Every Child Wants Event Planning Inc. September 2013 - Present
MetLife February 2014 - Present
Vanguard January 2007 - Present
Vanguard December 2009 - February 2014
Vanguard August 2007 - December 2009
Vanguard Group January 2004 - August 2007
Vanguard October 2000 - January 2003
Skills
Team Orientation, Leadership, Performance Management, Training, Strategic Planning, Oral & Written..., Deliberate Time..., Change Management, Problem Solving/Results..., Proficient in Word..., Creative & Innovative..., Resume clinics, Applicant Tracking..., Organizational..., Talent Management
Education
Johnson C. Smith University
BS, Marketing
University of Phoenix
M.B.A, Business Administration
Univeristy of Phoenix
Human Resources Certification, Human Resources Management and Services
Monroe High School
What Every Child Wants Event Planning Inc. September 2013 - Present
MetLife February 2014 - Present
Vanguard January 2007 - Present
Vanguard December 2009 - February 2014
Vanguard August 2007 - December 2009
Vanguard Group January 2004 - August 2007
Vanguard October 2000 - January 2003
Skills
Team Orientation, Leadership, Performance Management, Training, Strategic Planning, Oral & Written..., Deliberate Time..., Change Management, Problem Solving/Results..., Proficient in Word..., Creative & Innovative..., Resume clinics, Applicant Tracking..., Organizational..., Talent Management
Education
Johnson C. Smith University
BS, Marketing
University of Phoenix
M.B.A, Business Administration
Univeristy of Phoenix
Human Resources Certification, Human Resources Management and Services
Monroe High School
Harry Roberts V, MBA's Vanguard Experience June 2015 - Present
Job Senior Client Relationship Administrator at Vanguard
Industry Financial Services
Experience
Vanguard June 2015 - Present
Vanguard December 2008 - June 2015
Vanguard September 2006 - November 2008
Skills
CRM, Microsoft Office, Microsoft Excel, Defined Benefit, Retirement, Customer Service, Relationship Management
Education
West Chester University of Pennsylvania 2011 — 2014
Master of Business Administration (MBA), General Masters of Business Administration
University of Pittsburgh 2002 — 2006
BSBA, Finance
Vanguard June 2015 - Present
Vanguard December 2008 - June 2015
Vanguard September 2006 - November 2008
Skills
CRM, Microsoft Office, Microsoft Excel, Defined Benefit, Retirement, Customer Service, Relationship Management
Education
West Chester University of Pennsylvania 2011 — 2014
Master of Business Administration (MBA), General Masters of Business Administration
University of Pittsburgh 2002 — 2006
BSBA, Finance
Todd Stopher Todd Stopher's Vanguard Experience July 2013 - Present
Job Client Relationship Specialist at Vanguard
Industry Telecommunications
Experience
Vanguard July 2013 - Present
Verizon Wireless April 2013 - June 2013
T-Mobile June 2008 - March 2013
Starbucks March 2004 - May 2008
Skills
CAPM, Cellular Communications, Telecommunications, Wireless, Quotas, M2M, Leadership, Program Management, Cross-functional Team..., Salesforce.com, CRM, Solution Selling, Customer Retention, Training, Customer Satisfaction, Vendor Management, Operations Management, Management, Leadership Development, Call Centers, Marketing, Sales, Direct Sales, Project Management, Customer Experience, Customer Service, Business Development, Selling, Retail, Performance Management, Team Leadership, Process Improvement, Account Management
Education
University of Phoenix 2010 — 2012
BSB, Project Management, 3.84
Vanguard July 2013 - Present
Verizon Wireless April 2013 - June 2013
T-Mobile June 2008 - March 2013
Starbucks March 2004 - May 2008
Skills
CAPM, Cellular Communications, Telecommunications, Wireless, Quotas, M2M, Leadership, Program Management, Cross-functional Team..., Salesforce.com, CRM, Solution Selling, Customer Retention, Training, Customer Satisfaction, Vendor Management, Operations Management, Management, Leadership Development, Call Centers, Marketing, Sales, Direct Sales, Project Management, Customer Experience, Customer Service, Business Development, Selling, Retail, Performance Management, Team Leadership, Process Improvement, Account Management
Education
University of Phoenix 2010 — 2012
BSB, Project Management, 3.84
Jason Kessler Jason Kessler's Vanguard Experience August 2010 - February 2012
Job CIGNA Group Insurance
Industry Insurance
Experience
Cigna June 2013 - Present
Cigna February 2012 - May 2013
Vanguard August 2010 - February 2012
Skills
Underwriting, Financial Analysis, Insurance, Investments, Finance, Financial Risk, Risk, Analysis, Risk Management, Employee Benefits, Series 6, Series 63, Oracle E-Business Suite, Lotus Notes, Microsoft Office, Life Insurance, Disability Insurance, Accident Insurance, Account Management, Trading, Financial Risk..., Bloomberg Terminal, Data Analysis, Microsoft Excel, Financial Planning, Mutual Funds, Portfolio Management
Education
University of Pittsburgh 2006 — 2010
BA, Economics, Communication, Studio Arts
Cigna June 2013 - Present
Cigna February 2012 - May 2013
Vanguard August 2010 - February 2012
Skills
Underwriting, Financial Analysis, Insurance, Investments, Finance, Financial Risk, Risk, Analysis, Risk Management, Employee Benefits, Series 6, Series 63, Oracle E-Business Suite, Lotus Notes, Microsoft Office, Life Insurance, Disability Insurance, Accident Insurance, Account Management, Trading, Financial Risk..., Bloomberg Terminal, Data Analysis, Microsoft Excel, Financial Planning, Mutual Funds, Portfolio Management
Education
University of Pittsburgh 2006 — 2010
BA, Economics, Communication, Studio Arts
Samuel Martinez Samuel Martinez's Vanguard Experience September 2014 - Present
Job Assistant Portfolio Manager at Vanguard
Industry Investment Management
Experience
Vanguard September 2014 - Present
The Wharton School August 2012 - May 2014
Vanguard 2008 - 2012
Vanguard 2007 - 2008
Skills
Fixed Income, Trading, Investments, Capital Markets, Asset Management, Finance, Portfolio Management
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA), Finance and Organizational Effectiveness
Southern Utah University 2001 — 2007
Bachelor of Science (BS), Finance
Vanguard September 2014 - Present
The Wharton School August 2012 - May 2014
Vanguard 2008 - 2012
Vanguard 2007 - 2008
Skills
Fixed Income, Trading, Investments, Capital Markets, Asset Management, Finance, Portfolio Management
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA), Finance and Organizational Effectiveness
Southern Utah University 2001 — 2007
Bachelor of Science (BS), Finance
Rosa Maan Rosa Maan's Vanguard Experience March 2009 - May 2011
Job QA Analyst at JanBask
Industry Information Technology and Services
Experience
JanBask January 2011 - Present
Vanguard March 2009 - May 2011
Skills
C++, Testing, Software Quality..., Test Automation, Quality Center, Test Management, Test Planning, Integration, Agile Testing, System Testing, Integration Testing, Test Design, Offshore Management
Education
University of Phoenix 2005 — 2008
Bachelor of Science (BS), Bachelor of Science in Information Technology with a Concentration in Software Engineering
JanBask January 2011 - Present
Vanguard March 2009 - May 2011
Skills
C++, Testing, Software Quality..., Test Automation, Quality Center, Test Management, Test Planning, Integration, Agile Testing, System Testing, Integration Testing, Test Design, Offshore Management
Education
University of Phoenix 2005 — 2008
Bachelor of Science (BS), Bachelor of Science in Information Technology with a Concentration in Software Engineering
Johnell Borer McCauley Johnell Borer McCauley's Vanguard Experience 1999 - 2011
Job Executive Managing Director and Intl Talent Recruitment and Training Director, eWomenNetwork
Industry Professional Training & Coaching
Experience
eWomenNetwork January 2012 - Present
Eat Great Live Well May 2010 - Present
Vanguard 1999 - 2011
Skills
Wellness Coaching, Nutrition, Nutritional Counseling, Healthy Lifestyle, Nutrition Education, Public Speaking, Health, Business Networking, Local Area Network
Education
University of Phoenix 2001 — 2003
Masters, Organizational Management
Cal State Hayward 1989 — 1994
Bachelor's degree, Business, Management, Marketing, and Related Support Services
eWomenNetwork January 2012 - Present
Eat Great Live Well May 2010 - Present
Vanguard 1999 - 2011
Skills
Wellness Coaching, Nutrition, Nutritional Counseling, Healthy Lifestyle, Nutrition Education, Public Speaking, Health, Business Networking, Local Area Network
Education
University of Phoenix 2001 — 2003
Masters, Organizational Management
Cal State Hayward 1989 — 1994
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Steven Peterson, MBA Steven Peterson, MBA's Vanguard Experience April 2005 - March 2006
Job Account Manager with Stericycle
Industry Executive Office
Experience
Stericycle July 2015 - Present
International Cruise and Excursions, Inc. September 2013 - July 2015
US ARMY 101st Airborne, 3rd Brigade, 1-33CAV January 2010 - July 2012
US ARMY 2nd Chemical Battalion, 48th Chemical Brigade, 31st Chemical Company May 2007 - December 2009
Vanguard April 2005 - March 2006
Vanguard May 2004 - April 2005
EAS INC May 2003 - April 2004
EAS INC March 2002 - May 2003
Avaya August 2000 - January 2002
Connell Police Department January 1999 - August 2000
Skills
Leadership, Sales, Sales Operations, Project Management, Team Building, Team Leadership, CRM, Management, Program Management, Training, Organizational..., Customer Service, Sales Management, Employee Training, Leadership Development, New Business Development, Operations Management, Project Planning, Executive Management, Coaching, Process Improvement, Government, Performance Management, Defense, Strategic Planning, Strategy, Security Clearance, Military, Military Operations, Budgets, Army, Operational Planning, National Security, Contract Negotiation, Management Consulting, Business Development, Forecasting, Business Planning
Education
University of Phoenix 2003 — 2005
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Phoenix 2001 — 2003
Bachelor of Science (B.S.), Business Administration and Management, General
Stericycle July 2015 - Present
International Cruise and Excursions, Inc. September 2013 - July 2015
US ARMY 101st Airborne, 3rd Brigade, 1-33CAV January 2010 - July 2012
US ARMY 2nd Chemical Battalion, 48th Chemical Brigade, 31st Chemical Company May 2007 - December 2009
Vanguard April 2005 - March 2006
Vanguard May 2004 - April 2005
EAS INC May 2003 - April 2004
EAS INC March 2002 - May 2003
Avaya August 2000 - January 2002
Connell Police Department January 1999 - August 2000
Skills
Leadership, Sales, Sales Operations, Project Management, Team Building, Team Leadership, CRM, Management, Program Management, Training, Organizational..., Customer Service, Sales Management, Employee Training, Leadership Development, New Business Development, Operations Management, Project Planning, Executive Management, Coaching, Process Improvement, Government, Performance Management, Defense, Strategic Planning, Strategy, Security Clearance, Military, Military Operations, Budgets, Army, Operational Planning, National Security, Contract Negotiation, Management Consulting, Business Development, Forecasting, Business Planning
Education
University of Phoenix 2003 — 2005
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Phoenix 2001 — 2003
Bachelor of Science (B.S.), Business Administration and Management, General
Cathy McCullough Cathy McCullough's Vanguard Experience October 2014 - Present
Job Relationship Analyst at Vanguard
Industry Financial Services
Experience
Vanguard October 2014 - Present
Vanguard April 2011 - October 2014
State of Minnesota September 2007 - June 2010
Discover Financial Services January 1998 - June 2006
Skills
Outlook, Lotus Notes, Microsoft Excel, Access, PowerPoint, Microsoft Word, PeopleSoft, Customer Service, Data Entry, Spreadsheets, Event Planning, Visio, Office Management, Time Management, Call Centers, Employee Relations, Financial Services, Leadership, Mutual Funds, Process Improvement, Relationship Management, Training
Education
University of Phoenix
Bachelor of Science (BS), Business Administration and Management, General
Vanguard October 2014 - Present
Vanguard April 2011 - October 2014
State of Minnesota September 2007 - June 2010
Discover Financial Services January 1998 - June 2006
Skills
Outlook, Lotus Notes, Microsoft Excel, Access, PowerPoint, Microsoft Word, PeopleSoft, Customer Service, Data Entry, Spreadsheets, Event Planning, Visio, Office Management, Time Management, Call Centers, Employee Relations, Financial Services, Leadership, Mutual Funds, Process Improvement, Relationship Management, Training
Education
University of Phoenix
Bachelor of Science (BS), Business Administration and Management, General
Erin Dreyfuss Erin Dreyfuss's Vanguard Experience August 2013 - Present
Job Communication Consultant at Vanguard
Industry Investment Management
Experience
Vanguard August 2013 - Present
Vanguard August 2010 - Present
Vanguard January 2007 - Present
United Way of Southeastern Pennsylvania August 2009 - January 2010
Puma November 2005 - November 2006
Skills
Customer Service, Event Planning, Fundraising, Leadership, Microsoft Office, Mutual Funds, Marketing Communications, Event Management, Social Networking, Public Speaking, Community Outreach, Project Management, Volunteer Management, Marketing, PowerPoint, Data Analysis, Team Building, Sales, 401k
Education
University of Pittsburgh 2001 — 2005
BA, Communications
Vanguard August 2013 - Present
Vanguard August 2010 - Present
Vanguard January 2007 - Present
United Way of Southeastern Pennsylvania August 2009 - January 2010
Puma November 2005 - November 2006
Skills
Customer Service, Event Planning, Fundraising, Leadership, Microsoft Office, Mutual Funds, Marketing Communications, Event Management, Social Networking, Public Speaking, Community Outreach, Project Management, Volunteer Management, Marketing, PowerPoint, Data Analysis, Team Building, Sales, 401k
Education
University of Pittsburgh 2001 — 2005
BA, Communications
Peter Mytych Peter Mytych's Vanguard Experience August 2013 - Present
Job Client Relationship Associate at Vanguard
Industry Financial Services
Experience
Vanguard August 2013 - Present
Target November 2012 - March 2013
University of Pittsburgh-Athletics Department August 2011 - May 2012
University of Pittsburgh-Residence Life August 2009 - May 2011
New Era Tickets June 2009 - August 2010
Skills
Marketing, Event Planning, Social Media, Microsoft Office, Sports Marketing, PowerPoint, Customer Service, Facebook, Microsoft Excel, Advertising
Education
University of Pittsburgh 2008 — 2012
Bachelor of Science, Marketing
Vanguard August 2013 - Present
Target November 2012 - March 2013
University of Pittsburgh-Athletics Department August 2011 - May 2012
University of Pittsburgh-Residence Life August 2009 - May 2011
New Era Tickets June 2009 - August 2010
Skills
Marketing, Event Planning, Social Media, Microsoft Office, Sports Marketing, PowerPoint, Customer Service, Facebook, Microsoft Excel, Advertising
Education
University of Pittsburgh 2008 — 2012
Bachelor of Science, Marketing
Bill Abad's Vanguard Experience October 2007 - Present
Job Vanguard Supervisor
Industry Financial Services
Experience
Vanguard October 2007 - Present
New York Life Insurance Company 2006 - 2007
United States Navy 2002 - 2006
Skills
Investments, Series 6, Mutual Funds, Asset Management, Strategic Financial..., Portfolio Management, Relationship Management, Finance, Insurance, Financial Services, Securities, Employee Benefits, Wealth Management, Risk Management, Financial Analysis, Leadership, Asset Allocation, Life Insurance, Analysis, Equities, Process Improvement, Series 63, Customer Service, Financial Planning, Sales
Education
University of Phoenix 2006 — 2010
Bachelors, Finance
Vanguard October 2007 - Present
New York Life Insurance Company 2006 - 2007
United States Navy 2002 - 2006
Skills
Investments, Series 6, Mutual Funds, Asset Management, Strategic Financial..., Portfolio Management, Relationship Management, Finance, Insurance, Financial Services, Securities, Employee Benefits, Wealth Management, Risk Management, Financial Analysis, Leadership, Asset Allocation, Life Insurance, Analysis, Equities, Process Improvement, Series 63, Customer Service, Financial Planning, Sales
Education
University of Phoenix 2006 — 2010
Bachelors, Finance
Stephen Trimble Stephen Trimble's Vanguard Experience October 2001 - May 2007
Job Communications Associate at Prudential Financial
Industry Writing and Editing
Experience
Prudential Financial November 2014 - Present
The Janssen Pharmaceutical Companies of Johnson & Johnson September 2013 - May 2014
Oak Harvest Financial Group March 2011 - September 2012
On The Mark Productions July 2010 - March 2011
Progressive Business Publications 2008 - 2009
Vanguard October 2001 - May 2007
Skills
Editorial, Blogging, Copywriting, Editing, Social Media, Public Relations, Marketing Communications, Newsletters, Press Releases, Web Content, Journalism, Content Development, Content Strategy, Corporate Communications, Content Management, Copy Editing, Proofreading, AP Style, Magazines, Publishing, News Writing, Publications, Creative Writing, Storytelling, SEO copywriting, Speech Writing, Newspapers, Books, Internal Communications
Education
University of Phoenix 1998 — 2001
Prudential Financial November 2014 - Present
The Janssen Pharmaceutical Companies of Johnson & Johnson September 2013 - May 2014
Oak Harvest Financial Group March 2011 - September 2012
On The Mark Productions July 2010 - March 2011
Progressive Business Publications 2008 - 2009
Vanguard October 2001 - May 2007
Skills
Editorial, Blogging, Copywriting, Editing, Social Media, Public Relations, Marketing Communications, Newsletters, Press Releases, Web Content, Journalism, Content Development, Content Strategy, Corporate Communications, Content Management, Copy Editing, Proofreading, AP Style, Magazines, Publishing, News Writing, Publications, Creative Writing, Storytelling, SEO copywriting, Speech Writing, Newspapers, Books, Internal Communications
Education
University of Phoenix 1998 — 2001
Frank T. Files Frank T. Files's Vanguard Experience September 1992 - April 1997
Job Vice President at Pennsylvania Trust
Industry Investment Management
Experience
Pennsylvania Trust December 2014 - Present
The Haverford Trust Company October 2003 - November 2014
SEI May 1997 - September 2003
Vanguard September 1992 - April 1997
Education
University of Pittsburgh
Pennsylvania Trust December 2014 - Present
The Haverford Trust Company October 2003 - November 2014
SEI May 1997 - September 2003
Vanguard September 1992 - April 1997
Education
University of Pittsburgh
Gabrielle Tsang's Vanguard Experience July 2015 - Present
Job Vanguard Accelerated Development Program at Vanguard
Industry Financial Services
Experience
Vanguard July 2015 - Present
Vanguard May 2014 - August 2014
Parsons Brinckerhoff January 2014 - April 2014
G4S May 2013 - August 2013
Wellesley Partners May 2012 - August 2012
Hong Kong International School June 2012 - July 2012
Christian Action July 2010 - August 2010
Skills
PowerPoint, Research, Microsoft Word, Final Cut Pro, Microsoft Excel, Planning & Organizing..., Report Writing, Written & Oral..., Bloomberg Terminal
Education
University of Pittsburgh 2011 — 2015
Bachelor of Science in Business Administration, Finance Major, Minoring in Economics and Film Studies
CAPA International Education 2014 — 2014
Hong Kong International School 2009 — 2011
High School Diploma
Morristown High School 2007 — 2009
Vanguard July 2015 - Present
Vanguard May 2014 - August 2014
Parsons Brinckerhoff January 2014 - April 2014
G4S May 2013 - August 2013
Wellesley Partners May 2012 - August 2012
Hong Kong International School June 2012 - July 2012
Christian Action July 2010 - August 2010
Skills
PowerPoint, Research, Microsoft Word, Final Cut Pro, Microsoft Excel, Planning & Organizing..., Report Writing, Written & Oral..., Bloomberg Terminal
Education
University of Pittsburgh 2011 — 2015
Bachelor of Science in Business Administration, Finance Major, Minoring in Economics and Film Studies
CAPA International Education 2014 — 2014
Hong Kong International School 2009 — 2011
High School Diploma
Morristown High School 2007 — 2009
Nathan Allred Nathan Allred's Vanguard Experience August 2014 - Present
Job Brokerage Associate at Vanguard
Industry Financial Services
Experience
Vanguard August 2014 - Present
Apollo Education Group 2007 - 2013
Apollo Education Group 2005 - 2007
Skills
Admissions, Enrollment Management, Higher Education, Staff Development, Leadership Development, Change Management, Critical Thinking, Creative Problem Solving, Lead Generation, Customer Retention, Customer Conversion, Coaching, Mentoring, Motivating, Written & Oral..., Marketing, Leadership, Career Development, Team Building, Management, Public Speaking, Training, Investment Management, Microsoft Word, Customer Service, Adult Education
Education
University of Phoenix 2010 — 2013
Master's Degree, Business Administration
University of Phoenix 2005 — 2009
Bachelor's Degree, Business/Marketing
Vanguard August 2014 - Present
Apollo Education Group 2007 - 2013
Apollo Education Group 2005 - 2007
Skills
Admissions, Enrollment Management, Higher Education, Staff Development, Leadership Development, Change Management, Critical Thinking, Creative Problem Solving, Lead Generation, Customer Retention, Customer Conversion, Coaching, Mentoring, Motivating, Written & Oral..., Marketing, Leadership, Career Development, Team Building, Management, Public Speaking, Training, Investment Management, Microsoft Word, Customer Service, Adult Education
Education
University of Phoenix 2010 — 2013
Master's Degree, Business Administration
University of Phoenix 2005 — 2009
Bachelor's Degree, Business/Marketing
Rich Luzzi Rich Luzzi's Vanguard Experience April 1998 - Present
Job Principal, Head of Global Technology Operations & Infrastructure at Vanguard
Industry Investment Management
Experience
Vanguard April 1998 - Present
Bank of America 1992 - 1998
Andersen Consulting 1988 - 1992
Price Waterhouse June 1986 - 1988
Skills
Series 7, Operations Management, Retirement Planning, IT Management, Financial Services, Series 24, ETFs, Outsourcing, Six Sigma, Investment Management, Series 63, Investment Strategies, Process Improvement, Investments, Wealth Management, Retirement, Trading Systems, FileNet, Talent Management, Risk Management, Portfolio Management, Mutual Funds, Business Process..., Strategy, IT Strategy, Business Transformation, Diversity Strategy, Retirement Plans, Retail Brokerage, 401k, Defined Contribution
Education
University of Pennsylvania - The Wharton School
Advanced Management Program
University of Rhode Island
Bachelor of Science, Management Information Systems, Production & Operations Mgmt
East Lyme High School
Vanguard April 1998 - Present
Bank of America 1992 - 1998
Andersen Consulting 1988 - 1992
Price Waterhouse June 1986 - 1988
Skills
Series 7, Operations Management, Retirement Planning, IT Management, Financial Services, Series 24, ETFs, Outsourcing, Six Sigma, Investment Management, Series 63, Investment Strategies, Process Improvement, Investments, Wealth Management, Retirement, Trading Systems, FileNet, Talent Management, Risk Management, Portfolio Management, Mutual Funds, Business Process..., Strategy, IT Strategy, Business Transformation, Diversity Strategy, Retirement Plans, Retail Brokerage, 401k, Defined Contribution
Education
University of Pennsylvania - The Wharton School
Advanced Management Program
University of Rhode Island
Bachelor of Science, Management Information Systems, Production & Operations Mgmt
East Lyme High School
Phillip Guld Phillip Guld's Vanguard Experience April 2013 - June 2013
Job IT Systems Integration Sr. Analyst at Dell Services
Industry Information Technology and Services
Experience
Dell July 2013 - Present
Guld Services April 2008 - Present
Depuy Synthes June 2013 - July 2013
Vanguard April 2013 - June 2013
Genesis HealthCare March 2013 - April 2013
DecisionOne October 2012 - January 2013
IT Edge, Inc April 2011 - October 2012
Excel Micro May 2010 - February 2011
Circuit City September 2006 - August 2008
Skills
Troubleshooting, Application..., Requirements Gathering, Servers, SCCM 2012, Windows 8.1, Application Deployment, Active Directory, Virtualization, Windows Server, Group Policy, System Deployment, Project Coordination, Domain Controller, Project Management, System Center Products, Application..., Requirements Analysis, Windows Server 2012, Data Analysis, Integration, Email Encryption, Email Security, Computer Hardware, Email Archiving, Computer Repair, JavaScript, HTML, Hardware, Apache, Documentation, Technical Support, Email Solutions, Network Security, Computer Hardware..., Software Installation, Computer Maintenance, Web Servers, Server Management, Server Administration, Viruses, Windows 7, Microsoft Exchange, Operating Systems, Networking, Network Administration, DNS, Help Desk Support
Education
Western Governors University 2015 — 2015
Bachelor's Degree, Network and System Administration/Administrator
University of Phoenix 2013 — 2014
Bachelor's Degree, Computer Software Engineering
University of Phoenix 2011 — 2013
Associate of Arts, Information Technology/Programming
Dell July 2013 - Present
Guld Services April 2008 - Present
Depuy Synthes June 2013 - July 2013
Vanguard April 2013 - June 2013
Genesis HealthCare March 2013 - April 2013
DecisionOne October 2012 - January 2013
IT Edge, Inc April 2011 - October 2012
Excel Micro May 2010 - February 2011
Circuit City September 2006 - August 2008
Skills
Troubleshooting, Application..., Requirements Gathering, Servers, SCCM 2012, Windows 8.1, Application Deployment, Active Directory, Virtualization, Windows Server, Group Policy, System Deployment, Project Coordination, Domain Controller, Project Management, System Center Products, Application..., Requirements Analysis, Windows Server 2012, Data Analysis, Integration, Email Encryption, Email Security, Computer Hardware, Email Archiving, Computer Repair, JavaScript, HTML, Hardware, Apache, Documentation, Technical Support, Email Solutions, Network Security, Computer Hardware..., Software Installation, Computer Maintenance, Web Servers, Server Management, Server Administration, Viruses, Windows 7, Microsoft Exchange, Operating Systems, Networking, Network Administration, DNS, Help Desk Support
Education
Western Governors University 2015 — 2015
Bachelor's Degree, Network and System Administration/Administrator
University of Phoenix 2013 — 2014
Bachelor's Degree, Computer Software Engineering
University of Phoenix 2011 — 2013
Associate of Arts, Information Technology/Programming
Michael Ross, CFP® Michael Ross, CFP®'s Vanguard Experience September 2013 - Present
Job UHNW Relationship Consultant at Vanguard
Industry Investment Management
Experience
Vanguard September 2013 - Present
Ronald Blue & Co. November 2011 - May 2013
Linden Thomas & Company April 2011 - November 2011
Wells Fargo July 2008 - April 2011
Wachovia July 2003 - July 2008
Skills
Alternative Investments, IRAs, Asset Allocation, Mutual Funds, Estate Planning, Investment Strategies, Retirement, Retirement Planning, Investment Advisory, Investments, Financial Modeling, Wealth, Wealth Management, Financial Advisory, Strategic Financial..., Series 7, Series 63, Investment Management, Options, Financial Analysis, Variable Annuities, Relationship Management, Certified Financial..., High Net Worth..., Personal Financial..., Asset Management, Portfolio Management, Wealth Management...
Education
University of Phoenix
Bachelor of Science, Business/Finance
Vanguard September 2013 - Present
Ronald Blue & Co. November 2011 - May 2013
Linden Thomas & Company April 2011 - November 2011
Wells Fargo July 2008 - April 2011
Wachovia July 2003 - July 2008
Skills
Alternative Investments, IRAs, Asset Allocation, Mutual Funds, Estate Planning, Investment Strategies, Retirement, Retirement Planning, Investment Advisory, Investments, Financial Modeling, Wealth, Wealth Management, Financial Advisory, Strategic Financial..., Series 7, Series 63, Investment Management, Options, Financial Analysis, Variable Annuities, Relationship Management, Certified Financial..., High Net Worth..., Personal Financial..., Asset Management, Portfolio Management, Wealth Management...
Education
University of Phoenix
Bachelor of Science, Business/Finance
Harris Pineda Vuadens's Vanguard Experience July 2014 - Present
Job Vanguard Group, Inc
Industry Financial Services
Experience
Vanguard July 2014 - Present
Vanguard June 2013 - August 2013
Capital One September 2010 - October 2011
PNC March 2009 - September 2010
Washington First Bank October 2007 - October 2008
Wells Fargo Financial August 2003 - October 2007
Fisher and Associates September 2002 - April 2003
Skills
French, Tagalog, Microsoft Office, Bloomberg Terminal, Statgraphics, Business Analysis, Decision Modeling, Financial Analysis, Project Management, Banking, Credit, Loans, Leadership, Commercial Banking, Sales, Training, Process Improvement
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2012 — 2014
Master of Business Administration (MBA), Finance, General
University of Pittsburgh 1997 — 2002
BA, Political Science
University of Pittsburgh 1997 — 2002
Asian Studies Certificate
Ecole Nouvelle
International School of Bangkok
International School of Manila
Vanguard July 2014 - Present
Vanguard June 2013 - August 2013
Capital One September 2010 - October 2011
PNC March 2009 - September 2010
Washington First Bank October 2007 - October 2008
Wells Fargo Financial August 2003 - October 2007
Fisher and Associates September 2002 - April 2003
Skills
French, Tagalog, Microsoft Office, Bloomberg Terminal, Statgraphics, Business Analysis, Decision Modeling, Financial Analysis, Project Management, Banking, Credit, Loans, Leadership, Commercial Banking, Sales, Training, Process Improvement
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2012 — 2014
Master of Business Administration (MBA), Finance, General
University of Pittsburgh 1997 — 2002
BA, Political Science
University of Pittsburgh 1997 — 2002
Asian Studies Certificate
Ecole Nouvelle
International School of Bangkok
International School of Manila
Ramonette Belen Ramonette Belen's Vanguard Experience July 2013 - July 2014
Job Assistant Vice President at LPL Financial
Industry Financial Services
Experience
LPL Financial September 2015 - Present
LPL Financial June 2015 - September 2015
LPL Financial July 2014 - June 2015
Vanguard July 2013 - July 2014
Vanguard November 2000 - July 2014
Bank of America September 1990 - November 2000
Skills
Training, Leadership, Project Management, Call Centers, Coaching, Series 63, Series 7, Internal Controls, 401k, Sales, Relationship Management, Auditing, Management, Mutual Funds, Research, Banking, Business Process, Human Resources, Six Sigma, Process Improvement, Financial Risk, Sales Management, Analysis, Business Development, Customer Service, Financial Analysis, Series 6, Risk Assessment, Financial Services, Investments, Onboarding
Education
University of Phoenix
BS, Business Management
LPL Financial September 2015 - Present
LPL Financial June 2015 - September 2015
LPL Financial July 2014 - June 2015
Vanguard July 2013 - July 2014
Vanguard November 2000 - July 2014
Bank of America September 1990 - November 2000
Skills
Training, Leadership, Project Management, Call Centers, Coaching, Series 63, Series 7, Internal Controls, 401k, Sales, Relationship Management, Auditing, Management, Mutual Funds, Research, Banking, Business Process, Human Resources, Six Sigma, Process Improvement, Financial Risk, Sales Management, Analysis, Business Development, Customer Service, Financial Analysis, Series 6, Risk Assessment, Financial Services, Investments, Onboarding
Education
University of Phoenix
BS, Business Management
Karen Schick Moul, CFM Karen Schick Moul, CFM's Vanguard Experience October 1996 - January 2009
Job CBRE Project Manager
Industry Real Estate
Experience
CBRE September 2014 - Present
Healthcare Trust of America, Inc. December 2012 - December 2013
Jones Lang LaSalle March 2009 - December 2012
Vanguard October 1996 - January 2009
Keystone Mercy Health Plan January 1991 - April 1996
Skills
Facilities Management, Management, Construction, Purchasing, Contract Negotiation, Contract Management, Property Management, Vendor Management, Budgets, Operations Management, Team Building, Process Improvement, Project Management, Strategic Planning, Customer Service, Asset Management, Negotiation, Change Management, Real Estate, Procurement, Construction Management, Project Planning, Start-ups, Leadership, Program Management, Facilities Operations, Business Development, Team Leadership, MS Project, Risk Management, Process Scheduler, Corporate Real Estate, Training, New Business Development, Business Planning, Forecasting, Microsoft Project
Education
University of Phoenix 2003 — 2005
BSBM, Business Management
CBRE September 2014 - Present
Healthcare Trust of America, Inc. December 2012 - December 2013
Jones Lang LaSalle March 2009 - December 2012
Vanguard October 1996 - January 2009
Keystone Mercy Health Plan January 1991 - April 1996
Skills
Facilities Management, Management, Construction, Purchasing, Contract Negotiation, Contract Management, Property Management, Vendor Management, Budgets, Operations Management, Team Building, Process Improvement, Project Management, Strategic Planning, Customer Service, Asset Management, Negotiation, Change Management, Real Estate, Procurement, Construction Management, Project Planning, Start-ups, Leadership, Program Management, Facilities Operations, Business Development, Team Leadership, MS Project, Risk Management, Process Scheduler, Corporate Real Estate, Training, New Business Development, Business Planning, Forecasting, Microsoft Project
Education
University of Phoenix 2003 — 2005
BSBM, Business Management
Rebecca Hochhaus's Vanguard Experience August 2004 - Present
Job Event planner at Vanguard
Industry Financial Services
Experience
Vanguard August 2004 - Present
Vanguard August 1997 - August 2004
Providian Life and Health Insurance 1995 - 1997
Skills
Mutual Funds, Lotus Notes, Customer Service, Leadership, Outlook, Vendor Management, Marketing, Budgets, Microsoft Excel, CRM, Sales, PowerPoint, Travel Arrangements, Event Planning, Workshop Facilitation, Access, Finance, Management, Event Management, Time Management, Microsoft Office
Education
University of Phoenix 2009 — 2011
BS, Business Management
Vanguard August 2004 - Present
Vanguard August 1997 - August 2004
Providian Life and Health Insurance 1995 - 1997
Skills
Mutual Funds, Lotus Notes, Customer Service, Leadership, Outlook, Vendor Management, Marketing, Budgets, Microsoft Excel, CRM, Sales, PowerPoint, Travel Arrangements, Event Planning, Workshop Facilitation, Access, Finance, Management, Event Management, Time Management, Microsoft Office
Education
University of Phoenix 2009 — 2011
BS, Business Management
Emily Redmond Emily Redmond's Vanguard Experience July 2015 - Present
Job Software Developer at Vanguard
Industry Computer Software
Experience
Vanguard July 2015 - Present
University of Pittsburgh August 2014 - April 2015
Vanguard May 2014 - August 2014
AmerisourceBergen June 2013 - August 2013
Campus Apartments May 2011 - August 2011
Education
University of Pittsburgh 2011 — 2015
Bachelor of Science (B.S.), Computer Engineering
Conestoga High School 2007 — 2011
Vanguard July 2015 - Present
University of Pittsburgh August 2014 - April 2015
Vanguard May 2014 - August 2014
AmerisourceBergen June 2013 - August 2013
Campus Apartments May 2011 - August 2011
Education
University of Pittsburgh 2011 — 2015
Bachelor of Science (B.S.), Computer Engineering
Conestoga High School 2007 — 2011
Asenate Anau Pulu Asenate Anau Pulu's Vanguard Experience August 2013 - Present
Job Client Associate Specialist (Investment Corp)
Industry Health, Wellness and Fitness
Experience
Vanguard August 2013 - Present
Home Based Business and Network Marketing Industry August 2007 - July 2012
Allied Signal Aerospace October 1995 - November 1997
Skills
Social Networking, Marketing, Team Building, Leadership, Entrepreneurship, Coaching, Customer Service, Sales, Training, Public Speaking, Cold Calling, Social Media Marketing, Social Media, Microsoft Office, PowerPoint, Networking, Facebook, Recruiting
Education
University of Phoenix 2011 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Phoenix 2008 — 2011
Bachelor of Science, Health Administration, Health Care
Vanguard August 2013 - Present
Home Based Business and Network Marketing Industry August 2007 - July 2012
Allied Signal Aerospace October 1995 - November 1997
Skills
Social Networking, Marketing, Team Building, Leadership, Entrepreneurship, Coaching, Customer Service, Sales, Training, Public Speaking, Cold Calling, Social Media Marketing, Social Media, Microsoft Office, PowerPoint, Networking, Facebook, Recruiting
Education
University of Phoenix 2011 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Phoenix 2008 — 2011
Bachelor of Science, Health Administration, Health Care
Melinda Lounsberry Melinda Lounsberry's Vanguard Experience February 2005 - July 2008
Job Financial Services Professional
Industry Financial Services
Experience
Comcast Corporation 2008 - 2010
Vanguard February 2005 - July 2008
Education
University of Phoenix 2003 — 2005
Comcast Corporation 2008 - 2010
Vanguard February 2005 - July 2008
Education
University of Phoenix 2003 — 2005
Jason Kleibscheidel Jason Kleibscheidel's Vanguard Experience October 2013 - Present
Job Processing Associate at Vanguard
Industry Financial Services
Experience
Vanguard October 2013 - Present
Randstad at Vanguard June 2013 - October 2013
Randstad at Vanguard April 2013 - June 2013
Randstad at Vanguard January 2013 - April 2013
Nazareth Industrial Corporation April 2010 - November 2012
ICT Group November 2009 - February 2010
SHS Staffing May 2009 - September 2009
Kohl's Department Stores September 2008 - May 2009
APS Wireless July 2007 - September 2007
Hat World / Lids.com April 2006 - April 2007
Skills
Leadership
Education
University of Phoenix 2013 — 2015
Master of Business Administration (MBA), Accounting and Finance
University of Phoenix 2010 — 2012
Bachelor of Science (BS), Accounting and Business/Management
Vanguard October 2013 - Present
Randstad at Vanguard June 2013 - October 2013
Randstad at Vanguard April 2013 - June 2013
Randstad at Vanguard January 2013 - April 2013
Nazareth Industrial Corporation April 2010 - November 2012
ICT Group November 2009 - February 2010
SHS Staffing May 2009 - September 2009
Kohl's Department Stores September 2008 - May 2009
APS Wireless July 2007 - September 2007
Hat World / Lids.com April 2006 - April 2007
Skills
Leadership
Education
University of Phoenix 2013 — 2015
Master of Business Administration (MBA), Accounting and Finance
University of Phoenix 2010 — 2012
Bachelor of Science (BS), Accounting and Business/Management
Matthew Medeiros Matthew Medeiros's Vanguard Experience September 2006 - September 2007
Job WINT Field Support Representative Staff at General Dynamics C4 Systems
Industry Computer Networking
Experience
General Dynamics C4 Systems October 2008 - Present
Cognizant September 2007 - October 2008
Vanguard September 2006 - September 2007
Ifox 2007 - 2007
U.S. Army June 2002 - June 2006
Skills
Network Security, Switches, Security, Network Administration, WAN, Cisco Technologies, Troubleshooting, Network Engineering, Firewalls, Routers, VoIP, TCP/IP, Cisco Call Manager, Military, Computer Network..., Cisco IOS, DoD, Security+, Networking, Systems Engineering, Security, CCNA, Satellite Communications, Cisco Routers, Wireless Networking, Information Assurance, Computer Security, OSPF, Network Design, Software Installation, Security Clearance, Technical Support, Operating Systems, LAN-WAN, System Deployment, CompTIA Security+
Education
University of Phoenix 2014 — 2017
Bachelor's Degree, Information Technology
General Dynamics C4 Systems October 2008 - Present
Cognizant September 2007 - October 2008
Vanguard September 2006 - September 2007
Ifox 2007 - 2007
U.S. Army June 2002 - June 2006
Skills
Network Security, Switches, Security, Network Administration, WAN, Cisco Technologies, Troubleshooting, Network Engineering, Firewalls, Routers, VoIP, TCP/IP, Cisco Call Manager, Military, Computer Network..., Cisco IOS, DoD, Security+, Networking, Systems Engineering, Security, CCNA, Satellite Communications, Cisco Routers, Wireless Networking, Information Assurance, Computer Security, OSPF, Network Design, Software Installation, Security Clearance, Technical Support, Operating Systems, LAN-WAN, System Deployment, CompTIA Security+
Education
University of Phoenix 2014 — 2017
Bachelor's Degree, Information Technology
Wyteria Wilson's Vanguard Experience March 2012 - May 2012
Job Credit Analyst 2
Industry Financial Services
Experience
Wells Fargo March 2014 - Present
Wells Fargo October 2013 - March 2014
Wells Fargo August 2012 - October 2013
Vanguard March 2012 - May 2012
Truliant Federal Credit Union March 2008 - February 2012
Skills
Finance, Mortgage Lending, Loan Servicing, FHA, Refinance, Loan Origination, Consumer Lending, Loans, Credit Analysis
Education
University of Phoenix 2010 — 2012
Master of Business Administration (MBA), Business Administration, 3.0
Johnson C. Smith University - JCSU 2005 — 2009
Bachelor of science (B.S), Business Administration and finance
Wells Fargo March 2014 - Present
Wells Fargo October 2013 - March 2014
Wells Fargo August 2012 - October 2013
Vanguard March 2012 - May 2012
Truliant Federal Credit Union March 2008 - February 2012
Skills
Finance, Mortgage Lending, Loan Servicing, FHA, Refinance, Loan Origination, Consumer Lending, Loans, Credit Analysis
Education
University of Phoenix 2010 — 2012
Master of Business Administration (MBA), Business Administration, 3.0
Johnson C. Smith University - JCSU 2005 — 2009
Bachelor of science (B.S), Business Administration and finance
Maggie Moran Maggie Moran's Vanguard Experience May 2012 - August 2013
Job Business Technology Analyst at Deloitte
Industry Information Technology and Services
Experience
Deloitte July 2014 - Present
University of Pittsburgh January 2014 - April 2014
University of Pittsburgh Marketing Communications Department August 2013 - December 2013
Vanguard May 2012 - August 2013
Whalen Rheumatology Group May 2010 - May 2012
The Oakmont Pub September 2009 - August 2010
Skills
Computer Systems..., Java Application..., Web Development, Database Administration, Project Management, Professional Writing, Leadership, SQL, User-centered Design, Responsive Web Design, HTML, OpenGL, Drupal, Agile Methodologies, Java, Microsoft Office, Microsoft Excel, Customer Service
Education
University of Pittsburgh 2010 — 2014
Bachelor of Science (B.S.), Information Science/Studies, Recent Graduate
Merion Mercy Academy 2006 — 2010
High School Diploma
Deloitte July 2014 - Present
University of Pittsburgh January 2014 - April 2014
University of Pittsburgh Marketing Communications Department August 2013 - December 2013
Vanguard May 2012 - August 2013
Whalen Rheumatology Group May 2010 - May 2012
The Oakmont Pub September 2009 - August 2010
Skills
Computer Systems..., Java Application..., Web Development, Database Administration, Project Management, Professional Writing, Leadership, SQL, User-centered Design, Responsive Web Design, HTML, OpenGL, Drupal, Agile Methodologies, Java, Microsoft Office, Microsoft Excel, Customer Service
Education
University of Pittsburgh 2010 — 2014
Bachelor of Science (B.S.), Information Science/Studies, Recent Graduate
Merion Mercy Academy 2006 — 2010
High School Diploma
Devon Broglie's Vanguard Experience July 2015 - Present
Job Software Developer
Industry Computer Software
Experience
Vanguard July 2015 - Present
Vanguard May 2014 - August 2014
U. S. Steel May 2013 - April 2014
Skills
Java, HTML, SQL, XSLT, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Business Process, Testing, CSS, JavaScript, XML, Agile Methodologies
Education
University of Pittsburgh 2011 — 2015
Bachelor of Science (BS), Computer Science
Vanguard July 2015 - Present
Vanguard May 2014 - August 2014
U. S. Steel May 2013 - April 2014
Skills
Java, HTML, SQL, XSLT, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Business Process, Testing, CSS, JavaScript, XML, Agile Methodologies
Education
University of Pittsburgh 2011 — 2015
Bachelor of Science (BS), Computer Science
Jayme Marino's Vanguard Experience January 2011 - Present
Job Supervisor at Vanguard
Industry Financial Services
Experience
Vanguard January 2011 - Present
Vanguard September 2008 - January 2011
Vanguard May 2007 - September 2008
Skills
Leadership, Series 63, Series 6, Relationship Management, Mutual Funds, Customer Service, Investments, Process Improvement, Team Building, Project Management, Strategic Planning, Microsoft Office, Microsoft Excel, Financial Services, PowerPoint, CRM, Team Leadership, Workforce Management, Telecommunications, Aspect
Education
University of Phoenix 2013 — 2015
Associate's degree, Business Administration and Management, General
Vanguard January 2011 - Present
Vanguard September 2008 - January 2011
Vanguard May 2007 - September 2008
Skills
Leadership, Series 63, Series 6, Relationship Management, Mutual Funds, Customer Service, Investments, Process Improvement, Team Building, Project Management, Strategic Planning, Microsoft Office, Microsoft Excel, Financial Services, PowerPoint, CRM, Team Leadership, Workforce Management, Telecommunications, Aspect
Education
University of Phoenix 2013 — 2015
Associate's degree, Business Administration and Management, General
Marian Riggins Marian Riggins's Vanguard Experience January 2000 - Present
Job Vendor Management
Industry Financial Services
Experience
Vanguard January 2000 - Present
Vanguard February 2006 - August 2009
Skills
Vendor Management, Project Management, Broker-Dealer, Series 63, Series 7, Process Improvement, Financial Services, Relationship Management, Customer Service, Leadership, Business Process...
Education
University of Phoenix 2012 — 2014
Bachelor of Applied Science (BASc), Business Administration and Management, General, Honors
University of Phoenix 2010 — 2012
Associate of Arts (A.A.), Accounting and Business/Management, Graduated
Vanguard January 2000 - Present
Vanguard February 2006 - August 2009
Skills
Vendor Management, Project Management, Broker-Dealer, Series 63, Series 7, Process Improvement, Financial Services, Relationship Management, Customer Service, Leadership, Business Process...
Education
University of Phoenix 2012 — 2014
Bachelor of Applied Science (BASc), Business Administration and Management, General, Honors
University of Phoenix 2010 — 2012
Associate of Arts (A.A.), Accounting and Business/Management, Graduated
Sue Moyer Sue Moyer's Vanguard Experience
Job Compliance Administrator at Vanguard
Industry Financial Services
Experience
Vanguard
Skills
Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Time Management, Research, Banking, Financial Services, Analysis, Access
Education
University of Phoenix 2007 — 2010
Associate's degree, Business Administration and Management, General
Vanguard
Skills
Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Time Management, Research, Banking, Financial Services, Analysis, Access
Education
University of Phoenix 2007 — 2010
Associate's degree, Business Administration and Management, General
Delvin Galloway's Vanguard Experience September 2010 - November 2011
Job Settlement Specialist at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage January 2013 - Present
Citi financial March 2012 - December 2012
Vanguard September 2010 - November 2011
Skills
Marketing Communications, Market Analysis, Financial Analysis, Financial Markets, Communication Skills, Public Relations, Mortgage Servicing
Education
University of Phoenix 2010 — 2012
Master of Business Administration (MBA)
The University of North Carolina at Charlotte 2005 — 2009
Bachelor of Arts (B.A.), Communications studis, Public Relations, Journalism minor
Wells Fargo Home Mortgage January 2013 - Present
Citi financial March 2012 - December 2012
Vanguard September 2010 - November 2011
Skills
Marketing Communications, Market Analysis, Financial Analysis, Financial Markets, Communication Skills, Public Relations, Mortgage Servicing
Education
University of Phoenix 2010 — 2012
Master of Business Administration (MBA)
The University of North Carolina at Charlotte 2005 — 2009
Bachelor of Arts (B.A.), Communications studis, Public Relations, Journalism minor
Douglas Richmond, CIMA® Douglas Richmond, CIMA®'s Vanguard Experience January 2012 - Present
Job ETF Platform Sales, The Vanguard Group
Industry Financial Services
Experience
Vanguard January 2012 - Present
Lincoln Financial Group October 2008 - December 2011
Wolfington Network 2007 - 2008
Skills
Series 63, Series 7, Series 6, Investments, Mutual Funds, Financial Analysis, Finance, Portfolio Management, Financial Services, Asset Management, Retirement Planning, Wealth Management, ETFs, Key Account Management, Key Account Development
Education
University of Pittsburgh 2003 — 2007
Bachelor's degree, Finance, General
Upper Dublin High School
Vanguard January 2012 - Present
Lincoln Financial Group October 2008 - December 2011
Wolfington Network 2007 - 2008
Skills
Series 63, Series 7, Series 6, Investments, Mutual Funds, Financial Analysis, Finance, Portfolio Management, Financial Services, Asset Management, Retirement Planning, Wealth Management, ETFs, Key Account Management, Key Account Development
Education
University of Pittsburgh 2003 — 2007
Bachelor's degree, Finance, General
Upper Dublin High School
Damien M. Adams Damien M. Adams's Vanguard Experience November 1998 - January 2000
Job Regional Vice President of Sales at Voya Financial
Industry Financial Services
Experience
Voya Financial May 2010 - Present
Voya Financial July 2007 - May 2010
Citi August 2005 - July 2007
Wells Fargo November 2002 - August 2005
Merrill Lynch January 2000 - February 2001
Vanguard November 1998 - January 2000
Skills
Financial Planning,, Series 7, Series 63, Series 6, Series 65, Sales Management, Sales, Salesforce.com, New Business Development, Sales Process, Direct Sales, Selling, Mutual Funds, Investments, CRM
Education
University of Pittsburgh 1994 — 1997
Bachelor of Science (BS), Psychology
Voya Financial May 2010 - Present
Voya Financial July 2007 - May 2010
Citi August 2005 - July 2007
Wells Fargo November 2002 - August 2005
Merrill Lynch January 2000 - February 2001
Vanguard November 1998 - January 2000
Skills
Financial Planning,, Series 7, Series 63, Series 6, Series 65, Sales Management, Sales, Salesforce.com, New Business Development, Sales Process, Direct Sales, Selling, Mutual Funds, Investments, CRM
Education
University of Pittsburgh 1994 — 1997
Bachelor of Science (BS), Psychology
Patrick Carew Patrick Carew's Vanguard Experience May 2013 - August 2013
Job International Tax Consultant at Deloitte
Industry
Experience
Deloitte April 2014 - Present
Vanguard May 2013 - August 2013
PNC January 2013 - April 2013
CreativeVest, LLC - Commercial Real Estate Consulting September 2011 - August 2012
Petrie & Stocking SC May 2011 - July 2011
Petrie & Stocking SC September 2009 - August 2010
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business
Master of Business Administration, Finance
University of Pittsburgh
Juris Doctor
University of South Florida
Bachelor of Science, Finance
Deloitte April 2014 - Present
Vanguard May 2013 - August 2013
PNC January 2013 - April 2013
CreativeVest, LLC - Commercial Real Estate Consulting September 2011 - August 2012
Petrie & Stocking SC May 2011 - July 2011
Petrie & Stocking SC September 2009 - August 2010
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business
Master of Business Administration, Finance
University of Pittsburgh
Juris Doctor
University of South Florida
Bachelor of Science, Finance
Alex Olijnyk Alex Olijnyk's Vanguard Experience June 2007 - June 2010
Job Sales and Marketing Specialist
Industry Consumer Services
Experience
CloudSense February 2015 - July 2015
MMIT (Managed Markets Insight & Technology) March 2014 - May 2015
Tesla Motors April 2014 - February 2015
Whole Foods Market September 2009 - March 2014
Starbucks October 2011 - December 2011
Vanguard June 2007 - June 2010
University of Pittsburgh 2006 - 2007
University of Pittsburgh 2004 - 2007
Skills
Graphic Design, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Photoshop, Photography, Sales, Teamwork, Leadership, Communication, Digital Photography, Portrait Photography, Fundraising, Public Speaking, Social Media, Research, Coaching, Strategic Planning, Customer Service, Marketing
Education
University of Pittsburgh 2003 — 2007
Bachelor of Arts (BA), History & Studio Arts
University of Pittsburgh 2003 — 2007
Bachelor of Arts (B.A.), History & Studio Arts
CloudSense February 2015 - July 2015
MMIT (Managed Markets Insight & Technology) March 2014 - May 2015
Tesla Motors April 2014 - February 2015
Whole Foods Market September 2009 - March 2014
Starbucks October 2011 - December 2011
Vanguard June 2007 - June 2010
University of Pittsburgh 2006 - 2007
University of Pittsburgh 2004 - 2007
Skills
Graphic Design, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Photoshop, Photography, Sales, Teamwork, Leadership, Communication, Digital Photography, Portrait Photography, Fundraising, Public Speaking, Social Media, Research, Coaching, Strategic Planning, Customer Service, Marketing
Education
University of Pittsburgh 2003 — 2007
Bachelor of Arts (BA), History & Studio Arts
University of Pittsburgh 2003 — 2007
Bachelor of Arts (B.A.), History & Studio Arts
Cindy Kwak Cindy Kwak's Vanguard Experience August 2015 - Present
Job Fund Financial Associate at Vanguard
Industry Financial Services
Experience
Vanguard August 2015 - Present
Education
University of Pittsburgh 2011 — 2015
Bachelor of Arts (B.A.), Economics, Political Science
Vanguard August 2015 - Present
Education
University of Pittsburgh 2011 — 2015
Bachelor of Arts (B.A.), Economics, Political Science
Benjamin Daniel's Vanguard Experience August 2012 - June 2014
Job Experienced Trader and Relationship Manager
Industry Investment Management
Experience
Saint George Antiochian Orthodox Cathedral June 2014 - April 2015
Vanguard August 2012 - June 2014
Vanguard September 2013 - January 2014
Vanguard June 2010 - August 2012
Vanguard March 2008 - May 2010
Skills
Equity Trading, Options Strategies, Bloomberg, ThomsonOne, Microsoft Office, Sales, Relationship Management, Mutual Funds, Trading, Risk Management, Investments, Project Management, Asset Management, Options, Equities, Financial Analysis, Leadership, Management, Financial Services
Education
University of Pittsburgh 2003 — 2007
Bachelor of Arts (B.A.), Philosophy and Religious Studies
Saint George Antiochian Orthodox Cathedral June 2014 - April 2015
Vanguard August 2012 - June 2014
Vanguard September 2013 - January 2014
Vanguard June 2010 - August 2012
Vanguard March 2008 - May 2010
Skills
Equity Trading, Options Strategies, Bloomberg, ThomsonOne, Microsoft Office, Sales, Relationship Management, Mutual Funds, Trading, Risk Management, Investments, Project Management, Asset Management, Options, Equities, Financial Analysis, Leadership, Management, Financial Services
Education
University of Pittsburgh 2003 — 2007
Bachelor of Arts (B.A.), Philosophy and Religious Studies
Jacqueline Prather, SPHR Jacqueline Prather, SPHR's Vanguard Experience November 1987 - January 2014
Job Learning and Development
Industry Financial Services
Experience
Vanguard November 1987 - January 2014
Skills
Leadership, Agile Project Management, Learning and development, Strategic Planning, Kanban, Recruiting, Performance Management, Performance Consulting, Agile Methodologies, Scrum, Team Building, Change Management, Management, Process Improvement, Organizational...
Education
University of Pittsburgh
Bachelor of Arts (BA), Speech Communication and Rhetoric
Vanguard November 1987 - January 2014
Skills
Leadership, Agile Project Management, Learning and development, Strategic Planning, Kanban, Recruiting, Performance Management, Performance Consulting, Agile Methodologies, Scrum, Team Building, Change Management, Management, Process Improvement, Organizational...
Education
University of Pittsburgh
Bachelor of Arts (BA), Speech Communication and Rhetoric
Elyse McLaughlin Elyse McLaughlin's Vanguard Experience July 2010 - May 2011
Job Retail Finance
Industry Retail
Experience
Coach May 2011 - October 2013
Vanguard July 2010 - May 2011
Vanguard July 2009 - July 2010
Vanguard July 2008 - July 2009
Emerson Process Management June 2007 - March 2008
Chester County Dentistry for Children June 2003 - August 2006
Skills
Financial Reporting, Financial Analysis, Forecasting, Access, Financial Modeling, Excel, Business Relationship..., Planning, Project management, Microsoft Excel, Project Management, Data Analysis, Accounting, Business Analysis, Finance, Analysis, Management, Leadership, Microsoft Office, Financial Planning
Education
University of Pittsburgh 2004 — 2008
Bachelor of Science, Business Administration; Finance, Economics
Coach May 2011 - October 2013
Vanguard July 2010 - May 2011
Vanguard July 2009 - July 2010
Vanguard July 2008 - July 2009
Emerson Process Management June 2007 - March 2008
Chester County Dentistry for Children June 2003 - August 2006
Skills
Financial Reporting, Financial Analysis, Forecasting, Access, Financial Modeling, Excel, Business Relationship..., Planning, Project management, Microsoft Excel, Project Management, Data Analysis, Accounting, Business Analysis, Finance, Analysis, Management, Leadership, Microsoft Office, Financial Planning
Education
University of Pittsburgh 2004 — 2008
Bachelor of Science, Business Administration; Finance, Economics
Janet Dykstra's Vanguard Experience April 2013 - Present
Job Risk Manager at Vanguard
Industry Investment Management
Experience
Vanguard April 2013 - Present
Vanguard September 2007 - Present
AAA Arizona October 2002 - August 2006
Intel July 2000 - September 2002
General Electric September 1998 - September 2002
Club Med March 1985 - September 1998
Education
NASD 2007 — 2007
Series 6 and 63, Investment Advisor
Six Sigma Academy 1998 — 1998
Greenbelt, Six Sigma DMAIC Management
University of Phoenix 1993 — 1995
Bachelor of Arts, Business Management
Vanguard April 2013 - Present
Vanguard September 2007 - Present
AAA Arizona October 2002 - August 2006
Intel July 2000 - September 2002
General Electric September 1998 - September 2002
Club Med March 1985 - September 1998
Education
NASD 2007 — 2007
Series 6 and 63, Investment Advisor
Six Sigma Academy 1998 — 1998
Greenbelt, Six Sigma DMAIC Management
University of Phoenix 1993 — 1995
Bachelor of Arts, Business Management
Carol Bell, CFP®'s Vanguard Experience October 2014 - Present
Job Senior Financial Advisor
Industry Financial Services
Experience
Vanguard October 2014 - Present
Vanguard June 2010 - October 2014
Vanguard September 2009 - June 2010
Vanguard June 2007 - September 2009
University of Phoenix April 2006 - June 2007
STA Travel March 2004 - April 2006
Skills
Certified Financial..., Building Relationships, Relationship Management, Insurance, Customer Service, Call Center, Finance, Sales, Employee Benefits, Coaching, Time Management, Outlook, Financial Analysis, Customer Retention, Retirement Planning, Leadership Development, Series 7, Financial Advisory, Investments, Retirement, Team Leadership, Investment Management, Series 63, Asset Managment, Estate Planning, Strategic Financial..., Financial Modeling, 401k, Mutual Funds, Portfolio Management, Fixed Annuities, Series 6, Investment Advisory, Wealth Management, Financial Services, Asset Allocation, Investment Strategies, Financial Planning
Education
University of Phoenix 2006 — 2007
MBA, Business Administration
Arizona State University 1999 — 2003
BS, Psychology
Vanguard October 2014 - Present
Vanguard June 2010 - October 2014
Vanguard September 2009 - June 2010
Vanguard June 2007 - September 2009
University of Phoenix April 2006 - June 2007
STA Travel March 2004 - April 2006
Skills
Certified Financial..., Building Relationships, Relationship Management, Insurance, Customer Service, Call Center, Finance, Sales, Employee Benefits, Coaching, Time Management, Outlook, Financial Analysis, Customer Retention, Retirement Planning, Leadership Development, Series 7, Financial Advisory, Investments, Retirement, Team Leadership, Investment Management, Series 63, Asset Managment, Estate Planning, Strategic Financial..., Financial Modeling, 401k, Mutual Funds, Portfolio Management, Fixed Annuities, Series 6, Investment Advisory, Wealth Management, Financial Services, Asset Allocation, Investment Strategies, Financial Planning
Education
University of Phoenix 2006 — 2007
MBA, Business Administration
Arizona State University 1999 — 2003
BS, Psychology
David Sylvester's Vanguard Experience November 1997 - June 1998
Job Developer Lead Oracle Database, Forms & Reports 11g at GEM Group / Zenith American Solutions
Industry Information Technology and Services
Experience
GEM Group / Zenith American Solutions February 2013 - Present
UPMC Health Plan September 2012 - January 2013
United Steelworkers August 2003 - February 2012
Management Science Associates, Inc/MSA Media June 2001 - August 2003
PharmaCare May 2000 - June 2001
Federated Investors, Inc. August 1999 - June 2000
Cigna June 1998 - August 1999
Vanguard November 1997 - June 1998
The Center for Professional Education, Inc. ("CPE INC.") September 1995 - March 1997
Jade West Chinese Restaurant April 1989 - March 1994
Skills
SQL, PL/SQL, Oracle, Oracle E-Business Suite, SEO, Oracle Reports, Visio, Software Documentation, SDLC, Databases, Business Analysis, Oracle Applications, Copywriting, Microsoft Office, Microsoft Word, Strategic Planning, Technical Writing, Requirements Gathering, HTML, Music, Oracle Forms, Toad, Photoshop, PowerPoint, Microsoft Excel, Research, Public Speaking, Computer Music, Creative Writing, Music Production, ETL, Oracle SQL, Guitarist, Bass Guitar, Drums, Cakewalk Sonar, Oracle Fusion Middleware, Union Experience, Taft-Hartley, Change Management, Version Control
Education
Anthem Institute 1997 — 1998
Computer Programming, A
University of Pittsburgh 1993 — 1994
Bachelor of Science (BS), Political Science and Government
Tyler School Of Art 1989 — 1992
GEM Group / Zenith American Solutions February 2013 - Present
UPMC Health Plan September 2012 - January 2013
United Steelworkers August 2003 - February 2012
Management Science Associates, Inc/MSA Media June 2001 - August 2003
PharmaCare May 2000 - June 2001
Federated Investors, Inc. August 1999 - June 2000
Cigna June 1998 - August 1999
Vanguard November 1997 - June 1998
The Center for Professional Education, Inc. ("CPE INC.") September 1995 - March 1997
Jade West Chinese Restaurant April 1989 - March 1994
Skills
SQL, PL/SQL, Oracle, Oracle E-Business Suite, SEO, Oracle Reports, Visio, Software Documentation, SDLC, Databases, Business Analysis, Oracle Applications, Copywriting, Microsoft Office, Microsoft Word, Strategic Planning, Technical Writing, Requirements Gathering, HTML, Music, Oracle Forms, Toad, Photoshop, PowerPoint, Microsoft Excel, Research, Public Speaking, Computer Music, Creative Writing, Music Production, ETL, Oracle SQL, Guitarist, Bass Guitar, Drums, Cakewalk Sonar, Oracle Fusion Middleware, Union Experience, Taft-Hartley, Change Management, Version Control
Education
Anthem Institute 1997 — 1998
Computer Programming, A
University of Pittsburgh 1993 — 1994
Bachelor of Science (BS), Political Science and Government
Tyler School Of Art 1989 — 1992
Monica Oakley, MBA's Vanguard Experience December 2010 - Present
Job Project Lead at Vanguard
Industry Financial Services
Experience
Vanguard December 2010 - Present
Vanguard Group April 2005 - December 2010
Vanguard September 2004 - April 2005
Around The Clock Home Health Care Services May 1997 - November 2004
Lynch Homes August 1995 - September 1997
Skills
Business Process Mapping, Financial Services, Project Delivery, Business Transformation, Operational Excellence, Business Process, Business Requirements, Business Process..., Change Management, Lean Manufacturing, Six Sigma, Risk Management, Management Consulting, Analysis, Management, Leadership, Process Improvement, Microsoft Excel, Microsoft Office, Team Building, Time Management
Education
University of Phoenix 2004 — 2008
Master of Business Administration (M.B.A.), Management, 3.47
Cheyney University 1991 — 1995
B.S, Business Administration
Vanguard December 2010 - Present
Vanguard Group April 2005 - December 2010
Vanguard September 2004 - April 2005
Around The Clock Home Health Care Services May 1997 - November 2004
Lynch Homes August 1995 - September 1997
Skills
Business Process Mapping, Financial Services, Project Delivery, Business Transformation, Operational Excellence, Business Process, Business Requirements, Business Process..., Change Management, Lean Manufacturing, Six Sigma, Risk Management, Management Consulting, Analysis, Management, Leadership, Process Improvement, Microsoft Excel, Microsoft Office, Team Building, Time Management
Education
University of Phoenix 2004 — 2008
Master of Business Administration (M.B.A.), Management, 3.47
Cheyney University 1991 — 1995
B.S, Business Administration
Brandon Clark's Vanguard Experience January 2012 - February 2015
Job ETF Capital Markets
Industry Financial Services
Experience
Dream Factory of Pennsylvania September 2013 - Present
Legg Mason March 2015 - Present
Vanguard January 2012 - February 2015
Vanguard July 2007 - February 2015
Vanguard January 2000 - July 2007
Vanguard November 1998 - January 2000
PNC Bank November 1996 - November 1998
Skills
ETFs, capital markets, investments, sales, product development, Capital Markets, mutual funds, Mutual Funds, Portfolio Management, Investment Strategies, Program Trading, Investments, Financial Markets, Trading, Banking, Derivatives, Alternative Investments, Equities, Financial Advisory, Sales, Bonds, Hedge Funds, Product Development, Options, Commodity, Series 7, Series 63, Finance, Bloomberg, Fixed Income, Securities, Strategy
Education
University of Pittsburgh 1993 — 1998
BS, Economics
Dream Factory of Pennsylvania September 2013 - Present
Legg Mason March 2015 - Present
Vanguard January 2012 - February 2015
Vanguard July 2007 - February 2015
Vanguard January 2000 - July 2007
Vanguard November 1998 - January 2000
PNC Bank November 1996 - November 1998
Skills
ETFs, capital markets, investments, sales, product development, Capital Markets, mutual funds, Mutual Funds, Portfolio Management, Investment Strategies, Program Trading, Investments, Financial Markets, Trading, Banking, Derivatives, Alternative Investments, Equities, Financial Advisory, Sales, Bonds, Hedge Funds, Product Development, Options, Commodity, Series 7, Series 63, Finance, Bloomberg, Fixed Income, Securities, Strategy
Education
University of Pittsburgh 1993 — 1998
BS, Economics
Craig Wilsey's Vanguard Experience July 2012 - Present
Job Project Administrator at Vanguard
Industry Financial Services
Experience
Vanguard July 2012 - Present
Vanguard May 2011 - July 2012
Nestlé Waters North America October 2010 - May 2011
Enterprise Rent-A-Car April 2010 - November 2010
Enterprise Rent-A-Car August 2009 - April 2010
BC Sports March 2007 - April 2009
Skills
Management, Sales, Inventory Management, Time Management, Microsoft Excel, Access, Customer Service
Education
University of Pittsburgh 2002 — 2006
Bachelor's Degree, Marketing and Economics
Upper Darby High School 1998 — 2002
Vanguard July 2012 - Present
Vanguard May 2011 - July 2012
Nestlé Waters North America October 2010 - May 2011
Enterprise Rent-A-Car April 2010 - November 2010
Enterprise Rent-A-Car August 2009 - April 2010
BC Sports March 2007 - April 2009
Skills
Management, Sales, Inventory Management, Time Management, Microsoft Excel, Access, Customer Service
Education
University of Pittsburgh 2002 — 2006
Bachelor's Degree, Marketing and Economics
Upper Darby High School 1998 — 2002
Jennifer Miller's Vanguard Experience September 2015 - Present
Job Talent Management & Event Logistics Specialist at Vanguard
Industry Financial Services
Experience
Vanguard September 2015 - Present
Vanguard February 2015 - September 2015
Vanguard October 2008 - September 2015
Vanguard January 2007 - October 2008
Vanguard September 2004 - January 2007
Skills
PowerPoint, Investments, Team Building, Process Improvement, Relationship Management, Financial Services, Time Management, Customer Service, Project Management, Microsoft Excel, Mutual Funds, Onboarding, Human Resources, Coaching
Education
West Chester University of Pennsylvania 2001 — 2005
Master's, Education
University of Pittsburgh 1997 — 2001
Bachelor's, Child Development
Vanguard September 2015 - Present
Vanguard February 2015 - September 2015
Vanguard October 2008 - September 2015
Vanguard January 2007 - October 2008
Vanguard September 2004 - January 2007
Skills
PowerPoint, Investments, Team Building, Process Improvement, Relationship Management, Financial Services, Time Management, Customer Service, Project Management, Microsoft Excel, Mutual Funds, Onboarding, Human Resources, Coaching
Education
West Chester University of Pennsylvania 2001 — 2005
Master's, Education
University of Pittsburgh 1997 — 2001
Bachelor's, Child Development
Olivia Gillcrese's Vanguard Experience February 2014 - Present
Job Inheritance Administrator at The Vanguard Group
Industry Financial Services
Experience
Vanguard February 2014 - Present
The Vanguard Group January 2006 - Present
Family Dollar June 2005 - December 2005
Springs Industries June 2002 - May 2005
Skills
Series 6, Recruiting, FINRA, Relationship Management, Inventory Management, Management, Microsoft Excel, Leadership, Microsoft Word, Coaching, Team Building, Teamwork, Retail, Series 63, PowerPoint, Customer Service, Mutual Funds, IRAs, Training, Public Speaking, Banking, Budgets, Series 7, Time Management, Microsoft Office, Process Improvement
Education
University of Phoenix 2006 — 2008
MBA, Business
University of South Carolina-Columbia 1997 — 2002
Bachelor's degree, Retail Management
Vanguard February 2014 - Present
The Vanguard Group January 2006 - Present
Family Dollar June 2005 - December 2005
Springs Industries June 2002 - May 2005
Skills
Series 6, Recruiting, FINRA, Relationship Management, Inventory Management, Management, Microsoft Excel, Leadership, Microsoft Word, Coaching, Team Building, Teamwork, Retail, Series 63, PowerPoint, Customer Service, Mutual Funds, IRAs, Training, Public Speaking, Banking, Budgets, Series 7, Time Management, Microsoft Office, Process Improvement
Education
University of Phoenix 2006 — 2008
MBA, Business
University of South Carolina-Columbia 1997 — 2002
Bachelor's degree, Retail Management
Tricia Hollman-Rosenberg's Vanguard Experience 2005 - 2007
Job Senior Retirement Benefits Program Manager
Industry Human Resources
Experience
TIAA-CREF June 2013 - Present
ABB August 2010 - July 2012
Fidelity Investments June 2007 - August 2009
Vanguard 2005 - 2007
THR Financial Consulting September 2001 - December 2005
Wachovia Bank July 1999 - September 2001
Delaware Investments 1995 - 1998
Prudential Securities 1993 - 1996
Skills
Business Process..., Program Management, Process Improvement, Project Management, Management Consulting, Strategy, Management, Six Sigma, Leadership, Team Leadership, Strategic Planning, Project Planning, Business Planning, PMO, Analysis, Requirements Gathering, Employee Benefits, Competitive Analysis, Financial Services, Budgets
Education
University of Pennsylvania - The Wharton School 1992 — 1997
BS, Accounting/Management
TIAA-CREF June 2013 - Present
ABB August 2010 - July 2012
Fidelity Investments June 2007 - August 2009
Vanguard 2005 - 2007
THR Financial Consulting September 2001 - December 2005
Wachovia Bank July 1999 - September 2001
Delaware Investments 1995 - 1998
Prudential Securities 1993 - 1996
Skills
Business Process..., Program Management, Process Improvement, Project Management, Management Consulting, Strategy, Management, Six Sigma, Leadership, Team Leadership, Strategic Planning, Project Planning, Business Planning, PMO, Analysis, Requirements Gathering, Employee Benefits, Competitive Analysis, Financial Services, Budgets
Education
University of Pennsylvania - The Wharton School 1992 — 1997
BS, Accounting/Management
Rachel Welsh's Vanguard Experience September 2008 - January 2011
Job FATCA Project Manager
Industry Financial Services
Experience
JPMorgan Chase & Co. February 2014 - Present
JPMorgan Chase February 2012 - February 2014
JPMorgan Chase January 2011 - February 2012
Vanguard September 2008 - January 2011
Slamm Creative June 2008 - August 2008
University of Pittsburgh January 2008 - April 2008
Philadelphia Convention & Visitors Bureau (PCVB) June 2007 - August 2007
Eastern Technology Council (ETC) May 2007 - August 2007
Skills
Event Planning, Press Releases, InDesign, Project Management, Microsoft Excel, Management, Customer Service, Editing, Public Speaking, Marketing, Microsoft Office
Education
University of Pittsburgh 2004 — 2008
BA, Communications, French, Public and Professional Writing
JPMorgan Chase & Co. February 2014 - Present
JPMorgan Chase February 2012 - February 2014
JPMorgan Chase January 2011 - February 2012
Vanguard September 2008 - January 2011
Slamm Creative June 2008 - August 2008
University of Pittsburgh January 2008 - April 2008
Philadelphia Convention & Visitors Bureau (PCVB) June 2007 - August 2007
Eastern Technology Council (ETC) May 2007 - August 2007
Skills
Event Planning, Press Releases, InDesign, Project Management, Microsoft Excel, Management, Customer Service, Editing, Public Speaking, Marketing, Microsoft Office
Education
University of Pittsburgh 2004 — 2008
BA, Communications, French, Public and Professional Writing
Natalie Driscoll's Vanguard Experience
Job Team Leader at Vanguard
Industry Financial Services
Experience
Vanguard
Skills
Mutual Funds, Call Center, Investments, Customer Service, Relationship Management, Project Management, Microsoft Office, Series 7, Series 63, Series 6, Process Improvement, Call Centers, Leadership, Strategic Planning, Retirement Planning, Microsoft Excel, Finance, Management, Team Building, Program Management, Financial Services, Financial Analysis
Education
University of Phoenix
Vanguard
Skills
Mutual Funds, Call Center, Investments, Customer Service, Relationship Management, Project Management, Microsoft Office, Series 7, Series 63, Series 6, Process Improvement, Call Centers, Leadership, Strategic Planning, Retirement Planning, Microsoft Excel, Finance, Management, Team Building, Program Management, Financial Services, Financial Analysis
Education
University of Phoenix
Austin Lawlor's Vanguard Experience January 2002 - May 2004
Job Software Developer at Concord Servicing Corporation
Industry Education Management
Experience
Concord Servicing Corporation July 2013 - Present
Mayo Clinic November 2012 - May 2013
Apollo Group, inc. June 2005 - October 2012
University of Phoenix May 2004 - June 2005
Vanguard January 2002 - May 2004
Vanguard October 1999 - January 2002
Skills
Agile Methodologies, SharePoint, SQL, Scrum, C#, Microsoft SQL Server, SOA, Software Development, XML, Web Services, JavaScript, Java, ASP.NET, Web Applications, .NET, Visual Basic, CSS, Presentations, ASP, SSRS, Access, REST, T-SQL, Visual Studio
Education
University of Phoenix 2001 — 2003
Bachelor of Science (B.S.), Information Technology
Concord Servicing Corporation July 2013 - Present
Mayo Clinic November 2012 - May 2013
Apollo Group, inc. June 2005 - October 2012
University of Phoenix May 2004 - June 2005
Vanguard January 2002 - May 2004
Vanguard October 1999 - January 2002
Skills
Agile Methodologies, SharePoint, SQL, Scrum, C#, Microsoft SQL Server, SOA, Software Development, XML, Web Services, JavaScript, Java, ASP.NET, Web Applications, .NET, Visual Basic, CSS, Presentations, ASP, SSRS, Access, REST, T-SQL, Visual Studio
Education
University of Phoenix 2001 — 2003
Bachelor of Science (B.S.), Information Technology
Brian Whitman's Vanguard Experience August 2012 - Present
Job Department Manager Retail Systems Vanguard
Industry Financial Services
Experience
Vanguard August 2012 - Present
Vanguard September 2010 - August 2012
The Vanguard Group March 2005 - June 2011
The Vanguard Group 2003 - 2005
Vanguard 2000 - 2003
Skills
SDLC, Process Improvement, Business Analysis, Agile Methodologies, Project Management, Vendor Management, Program Management, Risk Management, Change Management, Software Project..., Agile Project Management, IT Strategy
Education
University of Phoenix 1992 — 1996
MAOM, Management
Vanguard August 2012 - Present
Vanguard September 2010 - August 2012
The Vanguard Group March 2005 - June 2011
The Vanguard Group 2003 - 2005
Vanguard 2000 - 2003
Skills
SDLC, Process Improvement, Business Analysis, Agile Methodologies, Project Management, Vendor Management, Program Management, Risk Management, Change Management, Software Project..., Agile Project Management, IT Strategy
Education
University of Phoenix 1992 — 1996
MAOM, Management
Annette Vazquez's Vanguard Experience March 2012 - Present
Job Process Advocate Center for Excellence at Vanguard
Industry Financial Services
Experience
Vanguard March 2012 - Present
Vanguard 2004 - August 2008
Skills
College Recruiting, Applicant Tracking..., Onboarding, Executive Search, Talent Acquisition, Program Management, Human Resources, Relationship Management, Recruiting, Project Management, Management, Leadership, Sourcing, Talent Management, Employee Benefits, PeopleSoft
Education
University of Phoenix 1999 — 2001
BS, Business Management
Vanguard March 2012 - Present
Vanguard 2004 - August 2008
Skills
College Recruiting, Applicant Tracking..., Onboarding, Executive Search, Talent Acquisition, Program Management, Human Resources, Relationship Management, Recruiting, Project Management, Management, Leadership, Sourcing, Talent Management, Employee Benefits, PeopleSoft
Education
University of Phoenix 1999 — 2001
BS, Business Management
Fred Hartel's Vanguard Experience September 2009 - Present
Job Investment Consultant at The Vanguard Group
Industry Financial Services
Experience
Vanguard September 2009 - Present
Education
University of Phoenix
Bachelors, Business
Vanguard September 2009 - Present
Education
University of Phoenix
Bachelors, Business
Ryan Drew's Vanguard Experience February 2012 - Present
Job Supervisor of Equity and Options Trading Desk at Vanguard
Industry Investment Management
Experience
Vanguard February 2012 - Present
The Vanguard Group April 2009 - February 2012
The Vanguard Group May 2007 - April 2009
University of Phoenix May 2004 - May 2007
Skills
Series 6, Series 7, Series 63, Mentoring, Series 24, Series 4, ETFs, Mutual Funds, IRAs, Options, Leadership, Project Management, Risk Management, Equities, Strategic Planning
Education
University of Phoenix 2004 — 2006
MBA, Business Administration
Utah Valley University 2001 — 2004
Bachelor, History
Vanguard February 2012 - Present
The Vanguard Group April 2009 - February 2012
The Vanguard Group May 2007 - April 2009
University of Phoenix May 2004 - May 2007
Skills
Series 6, Series 7, Series 63, Mentoring, Series 24, Series 4, ETFs, Mutual Funds, IRAs, Options, Leadership, Project Management, Risk Management, Equities, Strategic Planning
Education
University of Phoenix 2004 — 2006
MBA, Business Administration
Utah Valley University 2001 — 2004
Bachelor, History
Eleanor Yeaman's Vanguard Experience September 1998 - January 2007
Job Consultant at Mary Kay Idependent Consultant
Industry Financial Services
Experience
Mary Kay Idependent Consultant January 2007 - Present
Vanguard September 1998 - January 2007
vanguard 1998 - 2006
Skills
negotiator, Coaching Staff, Customer Service
Education
University of Phoenix 2009 — 2011
Associates degree, Communications
Rausch & Assoc.
Life & health ins., continuingcredits
Mary Kay Idependent Consultant January 2007 - Present
Vanguard September 1998 - January 2007
vanguard 1998 - 2006
Skills
negotiator, Coaching Staff, Customer Service
Education
University of Phoenix 2009 — 2011
Associates degree, Communications
Rausch & Assoc.
Life & health ins., continuingcredits
Henry J Schroeder Jr CFP®'s Vanguard Experience November 2009 - September 2010
Job Wealth Management Advisor at TIAACREF
Industry Investment Management
Experience
TIAA-CREF March 2013 - Present
TIAA-CREF March 2012 - March 2013
TIAA-CREF September 2010 - March 2012
Vanguard November 2009 - September 2010
Vanguard June 2008 - August 2009
Vanguard June 2005 - June 2008
Skills
CFP(R), Wealth Management, Retirement Planning, Legacy Planning, Risk Management, Strategic Financial..., Financial Advisory, Portfolio Management, Series 7, Series 63, Mutual Funds, Investments, Securities, Trading, Series 6, ETFs, Management, Asset Allocation, FINRA, 401k, 403(b), Financial Services, Retirement, IRAs, Estate Planning, Fixed Annuities, Insurance, Asset Management
Education
University of Pittsburgh 2000 — 2005
BA, History, Political Science
TIAA-CREF March 2013 - Present
TIAA-CREF March 2012 - March 2013
TIAA-CREF September 2010 - March 2012
Vanguard November 2009 - September 2010
Vanguard June 2008 - August 2009
Vanguard June 2005 - June 2008
Skills
CFP(R), Wealth Management, Retirement Planning, Legacy Planning, Risk Management, Strategic Financial..., Financial Advisory, Portfolio Management, Series 7, Series 63, Mutual Funds, Investments, Securities, Trading, Series 6, ETFs, Management, Asset Allocation, FINRA, 401k, 403(b), Financial Services, Retirement, IRAs, Estate Planning, Fixed Annuities, Insurance, Asset Management
Education
University of Pittsburgh 2000 — 2005
BA, History, Political Science
Theresa Russo's Vanguard Experience January 2005 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Vanguard January 2005 - Present
Dysart Unified School District November 2003 - January 2005
City of Surprise March 2003 - November 2003
Midwestern University June 2002 - April 2003
State Farm Insurance November 1997 - March 2002
CB Richard Ellis January 1995 - November 1997
Education
University of Phoenix 2003 — 2004
BSBM, Business Management
Vanguard January 2005 - Present
Dysart Unified School District November 2003 - January 2005
City of Surprise March 2003 - November 2003
Midwestern University June 2002 - April 2003
State Farm Insurance November 1997 - March 2002
CB Richard Ellis January 1995 - November 1997
Education
University of Phoenix 2003 — 2004
BSBM, Business Management
Estella Smith's Vanguard Experience November 2002 - April 2003
Job
Industry Banking
Experience
Bank of America 2013 - February 2014
Promontory Financial Group, LLC January 2012 - January 2013
Rose International October 2010 - June 2011
The Mergis Group March 2010 - September 2010
Bank of America June 2009 - February 2010
Wachovia Corporation August 2003 - October 2007
Vanguard November 2002 - April 2003
Bank of America March 1994 - October 2001
Dillards dept store September 1990 - June 1995
Skills
Credit, Loans, Mortgage Lending, Underwriting, Real Estate, Finance, Analysis, Loss Mitigation, Management, Foreclosures, Process Improvement, Mortgage Banking, Sales, Banking, Loan Origination
Education
University of Phoenix 2010 — 2012
Graduate of Masters in Business Administration (MBA), Business, 3.55
University of Phoenix 2007 — 2010
Bachelors of Science in Business Management, Business
Richmond Community College 1988 — 1990
Business Management, Business
Bank of America 2013 - February 2014
Promontory Financial Group, LLC January 2012 - January 2013
Rose International October 2010 - June 2011
The Mergis Group March 2010 - September 2010
Bank of America June 2009 - February 2010
Wachovia Corporation August 2003 - October 2007
Vanguard November 2002 - April 2003
Bank of America March 1994 - October 2001
Dillards dept store September 1990 - June 1995
Skills
Credit, Loans, Mortgage Lending, Underwriting, Real Estate, Finance, Analysis, Loss Mitigation, Management, Foreclosures, Process Improvement, Mortgage Banking, Sales, Banking, Loan Origination
Education
University of Phoenix 2010 — 2012
Graduate of Masters in Business Administration (MBA), Business, 3.55
University of Phoenix 2007 — 2010
Bachelors of Science in Business Management, Business
Richmond Community College 1988 — 1990
Business Management, Business
Pia Lutz's Vanguard Experience August 2013 - Present
Job Business Support Center Training Supervisor at Vanguard
Industry Financial Services
Experience
Vanguard August 2013 - Present
The Vanguard Group 2007 - Present
Skills
Series 6, Series 63, Mutual Funds, 401k, Retirement, FINRA, Investments, Asset Allocation, Series 24, Management, Instructor-led Training, IRAs, Series 7, ETFs, Training
Education
University of Phoenix
Vanguard August 2013 - Present
The Vanguard Group 2007 - Present
Skills
Series 6, Series 63, Mutual Funds, 401k, Retirement, FINRA, Investments, Asset Allocation, Series 24, Management, Instructor-led Training, IRAs, Series 7, ETFs, Training
Education
University of Phoenix
Daniel Arena's Vanguard Experience June 2011 - September 2012
Job Sr. Software Developer New Product Development at HomeNet Automotive
Industry Computer Software
Experience
HomeNet Automotive August 2014 - Present
Acrometis September 2012 - July 2014
Vanguard June 2011 - September 2012
West Chester University January 2011 - May 2011
West Chester University May 2010 - May 2011
West Chester University September 2010 - December 2010
West Chester University October 2009 - May 2010
IBM January 2000 - February 2004
Skills
Agile Methodologies, Software Engineering, C#, HTML, Software Development, CSS, ASP.NET MVC, Web Design, Object Oriented Design, .Net Development (C#), jQuery, Windows, .NET, OOP, Visual Studio, SQL, Subversion, Scrum, Web Applications, T-SQL, ASP.NET, JavaScript, Design Patterns, Microsoft SQL Server, SDLC, MVC, Visio, AJAX, Analysis, ASP, LINQ
Education
West Chester University of Pennsylvania 2009 — 2012
Bachelor of Science (B.S.), Computer Science
University of Phoenix 2002 — 2003
Information Technology
West Chester University of Pennsylvania 1997 — 2001
Physics/Engineering
Virginia Military Institute 1996 — 1997
Mechanical Engineering
HomeNet Automotive August 2014 - Present
Acrometis September 2012 - July 2014
Vanguard June 2011 - September 2012
West Chester University January 2011 - May 2011
West Chester University May 2010 - May 2011
West Chester University September 2010 - December 2010
West Chester University October 2009 - May 2010
IBM January 2000 - February 2004
Skills
Agile Methodologies, Software Engineering, C#, HTML, Software Development, CSS, ASP.NET MVC, Web Design, Object Oriented Design, .Net Development (C#), jQuery, Windows, .NET, OOP, Visual Studio, SQL, Subversion, Scrum, Web Applications, T-SQL, ASP.NET, JavaScript, Design Patterns, Microsoft SQL Server, SDLC, MVC, Visio, AJAX, Analysis, ASP, LINQ
Education
West Chester University of Pennsylvania 2009 — 2012
Bachelor of Science (B.S.), Computer Science
University of Phoenix 2002 — 2003
Information Technology
West Chester University of Pennsylvania 1997 — 2001
Physics/Engineering
Virginia Military Institute 1996 — 1997
Mechanical Engineering
Thomas Brinkmann's Vanguard Experience 2005 - 2006
Job Regional Manager USA Northern Region at Automobili Lamborghini America LLC
Industry Automotive
Experience
Automobili Lamborghini America LLC June 2014 - Present
Automobili Lamborghini America LLC May 2012 - June 2014
Automobili Lamborghini S.p.A. March 2010 - May 2012
Gohm GmbH January 2008 - March 2010
Autovermietung Robert Straub GmbH 2006 - 2007
Vanguard 2005 - 2006
Alamo Rent a Car 1994 - 2005
Education
Automobili Lamborghini America LLC June 2014 - Present
Automobili Lamborghini America LLC May 2012 - June 2014
Automobili Lamborghini S.p.A. March 2010 - May 2012
Gohm GmbH January 2008 - March 2010
Autovermietung Robert Straub GmbH 2006 - 2007
Vanguard 2005 - 2006
Alamo Rent a Car 1994 - 2005
Education
Stacey Morrison's Vanguard Experience January 2001 - Present
Job Ultra High Net Worth Client Relationship Administrator
Industry Financial Services
Experience
Vanguard January 2001 - Present
Skills
Mutual Funds, Retirement, Investments, Wealth Management, Equities, Investment Strategies, Financial Analysis, Chartiable Giving, Asset Allocation, Series 63, Securities, Portfolio Management, Series 7, Relationship Management, Retirement Planning, Financial Services, Series 6, Financial Planning, 401k, Finance, Customer Service, FINRA
Education
University of Phoenix
Bachelor of Science (BS), Business Administration
FINRA Securities Licensed Representative
Series 7 - General Securities Representative, Series 63 - Uniform Securities State Law
Vanguard January 2001 - Present
Skills
Mutual Funds, Retirement, Investments, Wealth Management, Equities, Investment Strategies, Financial Analysis, Chartiable Giving, Asset Allocation, Series 63, Securities, Portfolio Management, Series 7, Relationship Management, Retirement Planning, Financial Services, Series 6, Financial Planning, 401k, Finance, Customer Service, FINRA
Education
University of Phoenix
Bachelor of Science (BS), Business Administration
FINRA Securities Licensed Representative
Series 7 - General Securities Representative, Series 63 - Uniform Securities State Law
Anna Wietrak's Vanguard Experience March 2014 - Present
Job Sales/Investment Consultant Team Leader
Industry Financial Services
Experience
Vanguard March 2014 - Present
Vanguard March 2012 - March 2014
Vanguard October 2010 - March 2012
Vanguard November 2007 - October 2010
Vanguard March 2007 - November 2007
Vanguard June 2006 - March 2007
Skills
Series 63, Financial Services, Process Improvement, Mutual Funds, Relationship Management, Series 6, CRM, Leadership, Series 7, Investments, Management, Project Management
Education
University of Pittsburgh 2002 — 2006
BS/BA, Psychology and Business, GPA 3.3
Vanguard March 2014 - Present
Vanguard March 2012 - March 2014
Vanguard October 2010 - March 2012
Vanguard November 2007 - October 2010
Vanguard March 2007 - November 2007
Vanguard June 2006 - March 2007
Skills
Series 63, Financial Services, Process Improvement, Mutual Funds, Relationship Management, Series 6, CRM, Leadership, Series 7, Investments, Management, Project Management
Education
University of Pittsburgh 2002 — 2006
BS/BA, Psychology and Business, GPA 3.3
Dennis Blanch's Vanguard Experience June 2011 - Present
Job Financial Associate at the Vanguard Group
Industry Financial Services
Experience
Vanguard June 2011 - Present
Tip O'Leary's Restaurant May 2007 - August 2011
O'Leary's Restaurant May 2007 - November 2010
Phillies PR Department April 2005 - August 2005
Education
University of Pittsburgh 2005 — 2009
BS, Economics, Psychology
Vanguard June 2011 - Present
Tip O'Leary's Restaurant May 2007 - August 2011
O'Leary's Restaurant May 2007 - November 2010
Phillies PR Department April 2005 - August 2005
Education
University of Pittsburgh 2005 — 2009
BS, Economics, Psychology
Monica Keyes's Vanguard Experience July 2014 - Present
Job Investment Professional at Vanguard
Industry Financial Services
Experience
Vanguard July 2014 - Present
Vanguard September 2011 - Present
University of Phoenix October 2009 - September 2011
AT&T June 2008 - October 2009
Allstate March 2007 - June 2008
Sprint Nextel October 2004 - March 2007
Skills
Visio, Recruiting, Marketing, Coaching, Training, PeopleSoft, Employee Relations, Applicant Tracking..., CRM, Human Resources, Team Leadership, Strategy
Education
University of Phoenix 2010 — 2011
Graduate Certificate, Human Resource Management
University of Phoenix 2007 — 2009
MBA
Virginia Commonwealth University 2001 — 2005
BS, Psychology
Vanguard July 2014 - Present
Vanguard September 2011 - Present
University of Phoenix October 2009 - September 2011
AT&T June 2008 - October 2009
Allstate March 2007 - June 2008
Sprint Nextel October 2004 - March 2007
Skills
Visio, Recruiting, Marketing, Coaching, Training, PeopleSoft, Employee Relations, Applicant Tracking..., CRM, Human Resources, Team Leadership, Strategy
Education
University of Phoenix 2010 — 2011
Graduate Certificate, Human Resource Management
University of Phoenix 2007 — 2009
MBA
Virginia Commonwealth University 2001 — 2005
BS, Psychology
Sharon Drake's Vanguard Experience April 2000 - September 2004
Job Financial Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group June 2012 - Present
LPL Financial Services February 2007 - August 2010
TIAA-CREF June 2005 - February 2007
Vanguard April 2000 - September 2004
Vanguard November 1998 - April 2000
United States Army Reserves December 1984 - December 1991
Skills
Pensions, Defined Benefit, Retirement Planning, Financial Planning, Retirement, Insurance Planning, Alternative Investments, Asset Management, Market Analysis, Strategic Planning, Customer Relations, Compliance, Client Acquisition, 401k, Wealth Management, Investments, Asset Allocation, Strategic Financial..., Mutual Funds, Fixed Annuities
Education
University of Phoenix 2008 — 2010
MBA, Business Adminstration
Johnson C. Smith University 1983 — 1987
Bachelors of Science, Business Administration
Principal Financial Group June 2012 - Present
LPL Financial Services February 2007 - August 2010
TIAA-CREF June 2005 - February 2007
Vanguard April 2000 - September 2004
Vanguard November 1998 - April 2000
United States Army Reserves December 1984 - December 1991
Skills
Pensions, Defined Benefit, Retirement Planning, Financial Planning, Retirement, Insurance Planning, Alternative Investments, Asset Management, Market Analysis, Strategic Planning, Customer Relations, Compliance, Client Acquisition, 401k, Wealth Management, Investments, Asset Allocation, Strategic Financial..., Mutual Funds, Fixed Annuities
Education
University of Phoenix 2008 — 2010
MBA, Business Adminstration
Johnson C. Smith University 1983 — 1987
Bachelors of Science, Business Administration
KATHY LANGELLO's Vanguard Experience February 1987 - October 2010
Job FINANCIAL ADMINISTRATOR at Vanguard
Industry Financial Services
Experience
FirstService Residential Mid-Atlantic July 2012 - Present
Vanguard February 1987 - October 2010
Skills
Microsoft Excel, Financial Analysis, Mutual Funds, Risk Management, Strategic Financial..., Financial Modeling
Education
University of Phoenix 2008 — 2010
Bachelor of Science (BS), Accounting and Finance
FirstService Residential Mid-Atlantic July 2012 - Present
Vanguard February 1987 - October 2010
Skills
Microsoft Excel, Financial Analysis, Mutual Funds, Risk Management, Strategic Financial..., Financial Modeling
Education
University of Phoenix 2008 — 2010
Bachelor of Science (BS), Accounting and Finance
Allen Soles's Vanguard Experience June 1998 - July 1999
Job Sr. Director at AvalonBay Communities
Industry Real Estate
Experience
AvalonBay Communities November 2010 - Present
JPMorgan Chase August 1999 - October 2010
Vanguard June 1998 - July 1999
VTR Capital, Inc. April 1996 - June 1998
Skills
Real Estate, Process Improvement, Financial Analysis, Strategic Planning, Coaching, Forecasting, Team Building, Contract Negotiation, Due Diligence, Property Management, PeopleSoft, Leadership Development, Cross-functional Team..., Change Management, Project Management, Program Management, Leadership, Vendor Management, Operations Management, Risk Management, Budgets, Business Process..., Training, Performance Management, Call Centers, Management, Mergers & Acquisitions, Negotiation, CRM, Business Analysis, Business Development, Strategy, Analysis, Customer Satisfaction, Finance, Banking, Organizational..., Sales, Team Leadership, Management Consulting, Customer Service, Microsoft Excel
Education
University of Pittsburgh
BS, Business Administration
AvalonBay Communities November 2010 - Present
JPMorgan Chase August 1999 - October 2010
Vanguard June 1998 - July 1999
VTR Capital, Inc. April 1996 - June 1998
Skills
Real Estate, Process Improvement, Financial Analysis, Strategic Planning, Coaching, Forecasting, Team Building, Contract Negotiation, Due Diligence, Property Management, PeopleSoft, Leadership Development, Cross-functional Team..., Change Management, Project Management, Program Management, Leadership, Vendor Management, Operations Management, Risk Management, Budgets, Business Process..., Training, Performance Management, Call Centers, Management, Mergers & Acquisitions, Negotiation, CRM, Business Analysis, Business Development, Strategy, Analysis, Customer Satisfaction, Finance, Banking, Organizational..., Sales, Team Leadership, Management Consulting, Customer Service, Microsoft Excel
Education
University of Pittsburgh
BS, Business Administration
Eugenio Contreras's Vanguard Experience January 2008 - Present
Job Client Relationship Admin at Vanguard
Industry Financial Services
Experience
Vanguard January 2008 - Present
Vanguard August 2006 - January 2008
Vanguard June 2005 - August 2006
JPMorgan Chase & Co. March 1998 - March 2005
Skills
Series 7, Series 63, Mutual Funds, Series 6, ETFs, IRAs, 401k, Asset Allocation, FINRA, Investments, Retirement, Retirement Planning, Strategic Financial...
Education
University of Phoenix 2003 — 2005
BSB/A
Vanguard January 2008 - Present
Vanguard August 2006 - January 2008
Vanguard June 2005 - August 2006
JPMorgan Chase & Co. March 1998 - March 2005
Skills
Series 7, Series 63, Mutual Funds, Series 6, ETFs, IRAs, 401k, Asset Allocation, FINRA, Investments, Retirement, Retirement Planning, Strategic Financial...
Education
University of Phoenix 2003 — 2005
BSB/A
Laura Glod Lonati's Vanguard Experience 2007 - 2011
Job care provider
Industry Individual & Family Services
Experience
S&L 2012 - Present
Vanguard 2007 - 2011
Skills
Customer Service, Management, Microsoft Office, Microsoft Excel, Microsoft Word, New Business Development
Education
University of Phoenix 2009 — 2011
Associate's degree, Accounting and Business/Management
S&L 2012 - Present
Vanguard 2007 - 2011
Skills
Customer Service, Management, Microsoft Office, Microsoft Excel, Microsoft Word, New Business Development
Education
University of Phoenix 2009 — 2011
Associate's degree, Accounting and Business/Management
Jennifer (Topolsky) Effgen's Vanguard Experience Marketing ManagerVanguardMarch 2013 - Present
Job Marketing Manager at Vanguard
Industry Financial Services
Experience
Vanguard Marketing ManagerVanguardMarch 2013 - Present
Vanguard August 2005 - March 2013
Vanguard April 2001 - August 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
University of Pittsburgh
Bachelor's degree, Psychology
Vanguard Marketing ManagerVanguardMarch 2013 - Present
Vanguard August 2005 - March 2013
Vanguard April 2001 - August 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
University of Pittsburgh
Bachelor's degree, Psychology
Jeanine Borger's Vanguard Experience January 2011 - Present
Job Investment Professional at Vanguard
Industry Financial Services
Experience
Lia Sophia July 2011 - Present
Vanguard January 2011 - Present
Education
University of Phoenix 2004 — 2006
Bachelor of Science, Business Management
Lia Sophia July 2011 - Present
Vanguard January 2011 - Present
Education
University of Phoenix 2004 — 2006
Bachelor of Science, Business Management
TRACEY MATTHEW's Vanguard Experience April 1997 - February 2003
Job Sr. QA Specialist at LPL Financial
Industry Financial Services
Experience
LPL Financial September 2013 - Present
TIAA-CREF February 2003 - May 2013
Vanguard April 1997 - February 2003
Skills
Process Improvement, Financial Analysis, Microsoft Office, Financial Services, Finance, Leadership, Risk Management, Microsoft Word, Financial Planning, Banking
Education
University of Phoenix 2006 — 2011
Bachelor's degree, Business management
University of Phoenix
Business Management, Business Administration, Management and Operations
LPL Financial September 2013 - Present
TIAA-CREF February 2003 - May 2013
Vanguard April 1997 - February 2003
Skills
Process Improvement, Financial Analysis, Microsoft Office, Financial Services, Finance, Leadership, Risk Management, Microsoft Word, Financial Planning, Banking
Education
University of Phoenix 2006 — 2011
Bachelor's degree, Business management
University of Phoenix
Business Management, Business Administration, Management and Operations
Jason Liberi's Vanguard Experience May 1999 - June 2000
Job Associate at Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates
Industry Law Practice
Experience
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates September 2003 - Present
Vanguard May 1999 - June 2000
Skills
Litigation, Commercial Litigation, Legal Research, Civil Litigation, Corporate Law, Legal Writing, Appeals, Corporate Governance, Bankruptcy, Courts
Education
University of Pennsylvania Law School 2000 — 2003
Doctor of Law (J.D.)
Pennsylvania State University 1995 — 1999
Bachelor of Arts (B.A.), Business / Political Science
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates September 2003 - Present
Vanguard May 1999 - June 2000
Skills
Litigation, Commercial Litigation, Legal Research, Civil Litigation, Corporate Law, Legal Writing, Appeals, Corporate Governance, Bankruptcy, Courts
Education
University of Pennsylvania Law School 2000 — 2003
Doctor of Law (J.D.)
Pennsylvania State University 1995 — 1999
Bachelor of Arts (B.A.), Business / Political Science
Kim Acosta's Vanguard Experience February 1995 - May 2009
Job Early Childhood Education Director
Industry Education Management
Experience
Vanguard February 1995 - May 2009
Skills
Microsoft Office, Customer Service, Management, Public Speaking, Microsoft Excel, Research, Teaching, Strategic Planning, Leadership, Microsoft Word
Education
University of Phoenix 2013 — 2015
Associate of Arts (AA), Psychology, 3.93
Vanguard February 1995 - May 2009
Skills
Microsoft Office, Customer Service, Management, Public Speaking, Microsoft Excel, Research, Teaching, Strategic Planning, Leadership, Microsoft Word
Education
University of Phoenix 2013 — 2015
Associate of Arts (AA), Psychology, 3.93
Ian Higgins's Vanguard Experience June 2014 - Present
Job Investment Specialist at Vanguard
Industry Financial Services
Experience
Vanguard June 2014 - Present
Skills
Customer Service, Leadership, Social Media, Teamwork, Research, Microsoft Office
Education
University of Pittsburgh 2010 — 2014
Bachelor's Degree, Finance, General
Vanguard June 2014 - Present
Skills
Customer Service, Leadership, Social Media, Teamwork, Research, Microsoft Office
Education
University of Pittsburgh 2010 — 2014
Bachelor's Degree, Finance, General
Marion Rasmussen's Vanguard Experience June 2005 - Present
Job Administrative Assistant at Vanguard
Industry Financial Services
Experience
Vanguard June 2005 - Present
U.S. House of Representatives 1999 - 2002
Education
University of Phoenix 2014 — 2017
BA, English Language and Literature/Letters
Vanguard June 2005 - Present
U.S. House of Representatives 1999 - 2002
Education
University of Phoenix 2014 — 2017
BA, English Language and Literature/Letters
Austin Stutz, CFP®'s Vanguard Experience November 2011 - October 2013
Job Investment Solutions Consultant, Managed Accounts
Industry Financial Services
Experience
Fidelity Investments April 2014 - Present
Fidelity Investments October 2013 - April 2014
Vanguard November 2011 - October 2013
Vanguard November 2009 - November 2011
Vanguard March 2008 - November 2009
Skills
Series 7, 401k, Mutual Funds, Retirement Planning, Series 63, Wealth Management, Asset Allocation, Retirement, Investments, Strategic Financial..., Investment Advisory, Investment Strategies, Securities
Education
University of Phoenix 2002 — 2006
Bachelor of Science (B.S.), Business Management
Fidelity Investments April 2014 - Present
Fidelity Investments October 2013 - April 2014
Vanguard November 2011 - October 2013
Vanguard November 2009 - November 2011
Vanguard March 2008 - November 2009
Skills
Series 7, 401k, Mutual Funds, Retirement Planning, Series 63, Wealth Management, Asset Allocation, Retirement, Investments, Strategic Financial..., Investment Advisory, Investment Strategies, Securities
Education
University of Phoenix 2002 — 2006
Bachelor of Science (B.S.), Business Management
Brenda Schlichter's Vanguard Experience November 2011 - Present
Job Project Administrator at Vanguard
Industry Financial Services
Experience
Vanguard November 2011 - Present
Vanguard February 2004 - November 2011
Vanguard April 1999 - February 2004
Vanguard January 1998 - April 1999
Vanguard November 1996 - January 1998
Skills
Microsoft Office, People management, Relationship Management, Qualified Retirement..., Agile Methodolgy, Strategic Partnerships, Communicative Skills, Organization, Management, Program Management
Education
University of Phoenix
Bachelor of Science (B.S.), Business Management
Vanguard November 2011 - Present
Vanguard February 2004 - November 2011
Vanguard April 1999 - February 2004
Vanguard January 1998 - April 1999
Vanguard November 1996 - January 1998
Skills
Microsoft Office, People management, Relationship Management, Qualified Retirement..., Agile Methodolgy, Strategic Partnerships, Communicative Skills, Organization, Management, Program Management
Education
University of Phoenix
Bachelor of Science (B.S.), Business Management
Eric Kochinsky's Vanguard Experience June 2015 - Present
Job Fund Financial Associate at Vanguard
Industry Financial Services
Experience
Vanguard June 2015 - Present
Education
University of Pittsburgh 2011 — 2015
Bachelor’s Degree, Accounting and Finance
Vanguard June 2015 - Present
Education
University of Pittsburgh 2011 — 2015
Bachelor’s Degree, Accounting and Finance
Karisa Turner's Vanguard Experience April 2012 - December 2012
Job Human Resourses Assistant (military) at United States Department of Defense
Industry Military
Experience
United States Department of Defense December 2012 - Present
Vanguard April 2012 - December 2012
Alutiiq February 2011 - April 2012
Skills
Military, Navy, Customer Service, Military Operations, Employee Training, Microsoft Office, PowerPoint, Organizational..., Team-oriented, Payment Systems
Education
University of Phoenix-San Diego Campus 2010 — 2013
Bachelor of Healthcare Administration (B.H.A.), Human Resources Management/Personnel Administration l
Wallenpaupack Area High School 2003 — 2006
United States Department of Defense December 2012 - Present
Vanguard April 2012 - December 2012
Alutiiq February 2011 - April 2012
Skills
Military, Navy, Customer Service, Military Operations, Employee Training, Microsoft Office, PowerPoint, Organizational..., Team-oriented, Payment Systems
Education
University of Phoenix-San Diego Campus 2010 — 2013
Bachelor of Healthcare Administration (B.H.A.), Human Resources Management/Personnel Administration l
Wallenpaupack Area High School 2003 — 2006
Kathy Langello's Vanguard Experience 1987 - Present
Job Corporate Accounts Payable Specialist
Industry Real Estate
Experience
FirstService Residential New Jersey/Pennsylvania August 2012 - Present
Vanguard 1987 - Present
Skills
Accounts Payable, General Ledger, Accounting, Account Reconciliation, Accounts Receivable, Microsoft Office, Microsoft Excel, Microsoft Access
Education
University of Phoenix
Accounting and Finance
FirstService Residential New Jersey/Pennsylvania August 2012 - Present
Vanguard 1987 - Present
Skills
Accounts Payable, General Ledger, Accounting, Account Reconciliation, Accounts Receivable, Microsoft Office, Microsoft Excel, Microsoft Access
Education
University of Phoenix
Accounting and Finance
Gilbert T. Mariano III's Vanguard Experience June 2000 - March 2013
Job Director at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement September 2014 - Present
JPMorgan Chase & Co. March 2013 - September 2014
Vanguard June 2000 - March 2013
T. Rowe Price September 1990 - June 2000
Education
University of Pittsburgh 1986 — 1990
Bachelor of Science (BS), Business, Management and Finance
EMPOWER Retirement September 2014 - Present
JPMorgan Chase & Co. March 2013 - September 2014
Vanguard June 2000 - March 2013
T. Rowe Price September 1990 - June 2000
Education
University of Pittsburgh 1986 — 1990
Bachelor of Science (BS), Business, Management and Finance
Dexter Davis's Vanguard Experience September 2005 - July 2006
Job Investment Accountant at BNY Mellon
Industry Financial Services
Experience
BNY Mellon February 2007 - Present
Vanguard September 2005 - July 2006
PNC June 2001 - August 2004
Skills
Microsoft Excel, Microsoft Office, Financial Accounting, Presentations, Financial Statements, Auditing
Education
University of Pittsburgh 2001 — 2005
Bachelor of Science (BS), Finance, General
BNY Mellon February 2007 - Present
Vanguard September 2005 - July 2006
PNC June 2001 - August 2004
Skills
Microsoft Excel, Microsoft Office, Financial Accounting, Presentations, Financial Statements, Auditing
Education
University of Pittsburgh 2001 — 2005
Bachelor of Science (BS), Finance, General
Cameron Levy's Vanguard Experience December 2014 - Present
Job Registered Representative
Industry Financial Services
Experience
Vanguard December 2014 - Present
First Investors August 2014 - November 2014
Skills
Finance, Investments, Customer Service, Sales, Mutual Funds, Financial Services, Microsoft Office, Financial Planning, Retirement Planning, Financial Analysis, Life Insurance, Social Media
Education
University of Pittsburgh
Business Administration & Journalism (Dual Major)
Vanguard December 2014 - Present
First Investors August 2014 - November 2014
Skills
Finance, Investments, Customer Service, Sales, Mutual Funds, Financial Services, Microsoft Office, Financial Planning, Retirement Planning, Financial Analysis, Life Insurance, Social Media
Education
University of Pittsburgh
Business Administration & Journalism (Dual Major)
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments