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
Vanguard August 2015 - Present
Vanguard November 2013 - July 2015
Vanguard June 2011 - February 2014
Skills
Agile Project Management, Software Project..., Project Management, Enterprise Architecture, Requirements Analysis, Business Analysis, SQL, SDLC, IT Strategy, Process Improvement, Agile Methodologies, Requirements Gathering, Vendor Management
Education
University of Scranton 1999 — 2001
Master of Business Administration (M.B.A.)
Gujarat University 1995 — 1998
Bachelor of Commerce (B.Com.)
University of Scranton
Master of Business Administration (M.B.A.), Accounting and MIS
Vanguard 2010 - Present
United Way of America July 2014 - January 2015
Vanguard 2006 - 2010
Vanguard 2002 - 2006
Merrill Lynch 2000 - 2001
Skills
Series 6, Investments, Mutual Funds, Finance, Sales, Coaching, Spanish, Series 7, Series 63, Portfolio Management, Financial Analysis, Business Development
Education
University of South Carolina - Darla Moore School of Business
Finance, International Business
Delphi Private Advisors April 2013 - Present
Vanguard August 2012 - April 2013
LPL Financial March 2011 - June 2012
Andrew Arroyo Investments February 2012 - May 2012
Merrill Lynch September 2010 - December 2010
World Trade Center Santiago June 2010 - August 2010
South County Economic Development Council May 2009 - August 2009
Ernst & Young June 2005 - August 2005
Skills
Market Research, Bloomberg, Microsoft Office, Customer Service, Money Management, Negotiation, Social Media, Siebel, International Trade, Smarterm Beta Software, RemitPro Software, Cash Management, Series 6, Series 63, Series 65
Education
University of San Diego 2006 — 2011
BBA, Business Economics and Finance
Vanguard November 2013 - Present
Paychex January 2012 - November 2013
Paychex January 2011 - January 2012
Islington and City Credit Union June 2009 - August 2009
Skills
Payroll, Workers Compensation, Cold Calling, Microsoft Word, Accounting, Sales, Human Resources, 401k, Marketing, Sales Operations, Budgets, Salesforce.com, Account Management, Employee Benefits, Sales Presentations, CRM
Education
University of Rochester 2006 — 2010
Financial Economics, Finance / Economics
Vanguard June 2014 - Present
Vanguard January 2013 - June 2014
Market Resource Partners July 2012 - January 2013
The University of Richmond September 2011 - April 2012
ESF Summer Camps May 2006 - August 2009
Skills
Creative Writing, Proposal Writing, News Writing, Editing, Marketing Communications, Sales, Politics
Education
University of Richmond 2008 — 2012
Bachelor of Arts (B.A.), English Language and Literature/Letters
University of Richmond (UR) 2008 — 2012
School of Arts; Bachelor of the Arts, and Sciences; English
Vanguard August 2014 - Present
Vanguard October 2013 - August 2014
Vanguard July 2012 - October 2013
Student Government at the University of South Carolina March 2011 - February 2012
Carolina Judicial Council December 2010 - December 2011
Carolina Judicial Council September 2010 - January 2011
Office of Student Judicial Programs at USC April 2010 - December 2010
University Directories May 2010 - July 2010
Skills
Sales, Time Management, Recruiting, Teamwork, Leadership, Social Networking, Series 7, Series 63, Project Management, Finance, Nonprofits, Mutual Funds, Risk Management, PowerPoint, Microsoft Excel, Investments, Management, Microsoft Office, Financial Services, Analysis, Financial Analysis
Education
University of South Carolina - The Moore School of Business 2008 — 2012
Bachelor's of Science in Marketing and Real Estate, Minor in Psychology
Berkshire Hathaway HomeServices Fox & Roach, Realtors September 2013 - Present
Vanguard 1999 - 2013
TIAA-CREF 1997 - 1999
Skills
Manage Client..., Client Relations Skills, Client Representation, Real Estate Transactions, Real Estate Financing, Real Estate License, Sellers, Buyer Representation, Investments, Residential Homes, Securities, Asset Management, Mortgage Lending, Mutual Funds, FHA, Real Estate, Buyers, First Time Home Buyers, Investment Properties, Investors, Referrals, Negotiation, Relocation, Condos, Contract Negotiation, Finance, Relationship Management, New Home Sales, Townhomes, Financial Analysis, Single Family Homes, Real Property, Move Up Buyers, Leadership, Strategic Planning, Marketing Strategy, Sales, Team Building
Education
University of Richmond 1984 — 1988
Bachelor of Arts (BA), Sociology
The Episcopal Academy 1974 — 1984
College Prep
BNY Mellon May 2015 - Present
University of Pittsburgh Katz Graduate School of Business January 2015 - Present
UPMC January 2015 - April 2015
University of Pittsburgh August 2011 - April 2015
University of Pittsburgh February 2014 - December 2014
Target June 2014 - August 2014
Bentley Systems May 2013 - August 2013
Parsons Brinckerhoff January 2013 - April 2013
Vanguard May 2012 - August 2012
Amizade Global Service-Learning January 2012 - April 2012
Skills
Leadership, Event Planning, Management, Corporate Social..., Project Management, Marketing, Market Research, Public Speaking, Advertising, International Marketing, Analysis, Expense Reports, Telemarketing, Organization, Training, Recruiting, Human Resources, Teamwork, Time Management, Microsoft Office, PowerPoint, Microsoft Excel
Education
University of Pittsburgh 2011 — 2015
Bachelor’s Degree, Human Resources and Marketing
Vanguard May 2013 - Present
PFS Management Co. Inc. December 2011 - January 2013
Cafe St Tropez May 2005 - November 2011
Alpha Worldwide DIRECT MARKETING June 2011 - July 2011
Carolina Fund October 2010 - May 2011
Skills
Customer Service, Customer Relations, Microsoft Office, PowerPoint, Word, Excel, Food, Advertising, Promotions, Data Analysis, Data Entry, Dreamweaver, SPSS, POS, Team Leadership
Education
MOORE SCHOOL OF BUSINESS, University of South Carolina 2007 — 2011
Bachelor's degree, Marketing, 3.65
University of South Carolina - The Moore School of Business 2007 — 2011
Bachelor's degree, Management, 3.65
University of South Carolina-Columbia 2007 — 2011
Minor, Arts, Entertainment, and Media Management, 3.65
Babson Capital Management August 2013 - Present
Vanguard January 2013 - August 2013
Vanguard June 2011 - January 2013
Vanguard September 2010 - June 2011
Apex Systems November 2009 - September 2010
University of South Carolina February 2008 - May 2009
Investment Firm May 2008 - August 2008
Skills
Investments, Bloomberg, Equities, Microsoft Excel, Series 7, Finance, Securities, Asset Managment, Financial Reporting, Fund Accounting, Mutual Funds, Performance Analysis, Fund Administration, Asset Management, ETFs, Portfolio Management
Education
University of South Carolina - Darla Moore School of Business 2005 — 2009
Bachelors, Finance
SNAP! Action Pix 2009 - Present
Level Best Carpentry 1992 - Present
Immaculata University September 2013 - December 2014
Vanguard 1991 - 1993
CJ Lawrence Morgan Grenfell 1990 - 1991
Skills
Marketing Communications, Office Management, Sales, Event Planning, Event Photography, Coordinating Special..., Program Coordination, Customer Service, Oral & Written..., Bookkeeping, Highly detail oriented, Work in A Fast Paced..., Volunteer Management, Non-profit Leadership, Program Analysis, Fundraising, Legislative Affairs, Politics, Increase Productivity, Increased Profitability, Managing Project Budgets, Microsoft Office, Marketing Strategy, Proactive self-starter, Highly versatile, Building Relationships, Creative Problem Solving, Outstanding..., Events Coordination, Digital Photography, Program Evaluation, Community Leadership, Leadership, Dependable Team Player, Photography, Public Speaking, Portrait Photography, Microsoft Excel, Editing, Social Media, Public Relations, Advertising, Analysis, Software Documentation, Marketing, Social Networking, Facebook, Strategic Partnerships, Program Management
Education
University of Scranton 1986 — 1990
Bachelor of Science (B.S.), Economics and Finance
Vanguard through Randstad Corporate Services September 2007 - Present
Vanguard April 1997 - October 2001
Skills
Talent Acquisition, Recruiting, Strategy, Employee Benefits, Facebook, Blogging, Networking, Sourcing, Leadership, Coaching, Training, Applicant Tracking..., Investments, Onboarding, College Recruiting, Human Resources, YouTube, Process Improvement
Education
University of Rhode Island - College of Business Administration
BS, Marketing
Widener University
MSW, Social Work
Philadelphia Financial Group, Inc May 2014 - Present
Vanguard September 2012 - May 2014
Gallagher Benefit Services June 2010 - September 2012
Skills
Insurance, Account Management, Health Insurance, Disability Insurance, Marketing, Sales, Employee Benefits, Health Savings Accounts, Group Medical, Social Media, Marketing Strategy, Salesforce.com, New Business Development, Marketing Communications, Series 63, PowerPoint, Life Insurance, Customer Service
Education
University of Scranton 2005 — 2009
Bachelor of Science (B.S.), Marketing
Vanguard June 2011 - August 2014
Vanguard May 2009 - October 2011
Vanguard January 2007 - June 2010
Vanguard September 1999 - December 2006
Equity Invesment of South Jersey February 1993 - February 2006
Vanguard November 1996 - September 1999
Skills
Management, Investments, Retirement, Leadership, Finance, CRM, Customer Service
Education
University of Pittsburgh 1982 — 1986
Bachelor, Communications/Business
University of Pittsburgh 1982 — 1986
Bachelor's degree in Communications/Business, Business/Corporate Communications
McDonald's Corporation October 2014 - Present
Wawa, Inc. October 2011 - October 2014
Iron Hill Brewery and Rest September 2008 - September 2011
Vanguard April 2007 - April 2008
Pittsburgh Penguins Hockey Club January 2006 - April 2006
University of Pittsburgh October 2003 - April 2006
The Pitt News September 2002 - April 2006
Skills
Writing, Word, PowerPoint, Social Media, Excel, Microsoft Word, Marketing, Microsoft Excel, Budgets, Sales, Retail, Cost Control, P&L Management, Recruiting, Hiring, Training, Customer Service, Customer Satisfaction, Trend Analysis, Operating Budgets, Leadership
Education
University of Pittsburgh 2002 — 2006
B.A, Media Communications
Vanguard August 2015 - Present
Vanguard September 2013 - Present
Kforce April 2013 - August 2013
Alcoa May 2012 - August 2012
University of Pittsburgh January 2012 - April 2012
Roberto Clemente Monority Business Association April 2011 - April 2012
Henderson Brothers, Inc. September 2011 - December 2011
Abbott Laboratories May 2011 - August 2011
Rockefeller Law Center February 2009 - April 2009
Skills
Microsoft Office, PowerPoint, Team Leadership, Financial Analysis, Financial Modeling, Microsoft Excel, Market Research, Public Speaking, Time Management, Fundraising, Finance
Education
University of Pittsburgh 2009 — 2013
Bachelor of Science in Business Administration, Finance
2015 Level I Candidate
CFA
Beacon Hill Staffing Group May 2015 - Present
Vanguard November 2014 - May 2015
Oakley May 2014 - October 2014
Skills
Recruiting, Job Search Strategies, Social Media, Social Media Marketing, PowerPoint, Microsoft Office, Microsoft Excel, Marketing, Facebook, Online Marketing, Motivation, Public Speaking, Microsoft Word, Economics, Quick Thinker, Creativity, Humor, Deductive Reasoning, Market Research, Sales, Building Relationships, Brand Awareness, Advertising, Strategic Planning, Analysis, Leadership, Success Driven, Quota Achievement, Exceeding Quotas, Social Networking, Time Management, Communication, Writing, CRM, Sourcing
Education
University of Pittsburgh 2010 — 2014
Bachelor of Applied Science (B.A.Sc.), Economics and Communication with a Certificate in Digital Media
Radnor Highschool
Lincoln Financial Group August 2014 - Present
Vanguard April 2014 - July 2014
PNC Bank October 2012 - October 2013
Education
University of Richmond 2006 — 2010
Bachelor's degree, Political Science and Government
eBay Enterprise April 2013 - Present
eBay Enterprise September 2011 - April 2013
JPMorgan Chase May 2011 - June 2011
Bishop Shanahan High School October 2008 - November 2010
FactSet Research Systems January 2008 - October 2008
Vanguard August 2005 - January 2008
Skills
Management, Leadership
Education
University of Richmond - Robins School of Business 2001 — 2005
BS, Business Administration, Finance
Vanguard May 2015 - Present
University of Pittsburgh May 2015 - Present
UPMC May 2014 - August 2014
PSNergy May 2013 - September 2013
Lakeshore Country Club June 2009 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Event Management, Team Leadership, Social Media Marketing, Social Networking, Marketing
Education
University of Pittsburgh 2012 — 2016
Finance and Business Information Systems
Cathedral Preparatory School 2008 — 2012
Vanguard April 2014 - Present
Vanguard December 2012 - April 2014
Vanguard August 2011 - December 2012
Vanguard July 2010 - August 2011
J&L Marketing, Inc. March 2007 - August 2011
Donald Howard CPA, LLC September 2009 - June 2010
Enterprise Rent-A-Car May 2009 - July 2009
Palmetto Equipment Sales & Service March 2007 - August 2007
Skills
Data Analysis, Communication Written, Research, Budgeting, Database Administration, Access, Excel, Word, PowerPoint, Inventory Management, Payroll Processing, Payroll Taxes, Accounts Payable, Accounts Receivable, Customer Service, Client Retention, Quickbooks, Quicken, Staff Training, Teamwork, Independent, Attention To Detail, Problem Analysis, Problem Solving, Outlook Express, QuickBooks, Microsoft Excel, Analysis, CRM, Microsoft Word, Process Improvement, Communication
Education
University of South Carolina - The Moore School of Business 2005 — 2009
Bachelor of Science, Business Administration; Finance
Vanguard October 2013 - Present
Tata Consultancy Services December 2012 - September 2013
Tata Consultancy Services January 2011 - December 2012
Tata Consultancy Services October 2010 - December 2010
Godrej Infotech Ltd. August 2008 - September 2010
Godrej & Boyce Pvt Ltd September 2008 - February 2009
Godrej & Boyce Pvt Ltd September 2008 - February 2009
Skills
Spring, Struts, Microsoft SQL Server, Hibernate, Java, Core Java, Servlets, JSP, SQL, J2EE Application..., Java Enterprise Edition, Oracle, JavaScript, Requirements Analysis, JDBC, JPA, HTML, Tomcat, DB2, PL/SQL, Unix, Web Services, Spring Framework
Education
Loyola High School, Patna 1990 — 2010
10th, General
Pune University 2004 — 2008
B.E; Loni, Electronics; 2008
Pune University 2004 — 2008
B.E; Loni, Electronics; 2008
University of Pune 2004 — 2008
Bachelor of Engineering (B.E.), Electronics Engineering
Vanguard May 2013 - Present
Northwestern Mutual May 2012 - December 2012
USC Golf Club August 2011 - August 2012
Chartwell Golf & Country Club February 2005 - August 2011
Aerotek January 2009 - May 2009
Skills
Microsoft Excel, Risk Management, Valuation, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Event Planning, Social Media, Event Management, Budgets, Research, Public Speaking, Business Analysis
Education
University of South Carolina - The Moore School of Business 2009 — 2013
Bachelor of Science (BS), Risk Management + Finance, 3.65
Blue Cross Blue Shield of Michigan May 2015 - Present
Vanguard May 2012 - May 2015
Citi November 2011 - May 2012
EyeMed Vision Care June 2011 - November 2011
RSM Technology Solutions Inc. July 2009 - May 2011
Skills
Java, Spring, Java Enterprise Edition, Hibernate, SQL, Agile Methodologies, XML, Tomcat, SOA, Web Services, Oracle, Struts, JSP, Unix, JMS, Weblogic, JUnit, SDLC, Maven, Ant, Websphere, JBoss Application Server, EJB, JDBC, Servlets, JSF, Eclipse, JavaScript, Software Development, HTML
Education
University of South Alabama
Master of Science (MS), Computer and Information Sciences
AgFirst Farm Credit Bank October 2008 - Present
Wachovia Securities Financial Network December 2006 - September 2008
Vanguard June 2006 - December 2006
Skills
Investments, Credit Analysis, Portfolio Management, Banking, Financial Analysis, Capital Markets, Fixed Income, Financial Modeling, Commercial Banking, Mortgage Lending, Finance, Risk Management, Financial Risk, Credit Risk, Corporate Finance, Bloomberg Terminal
Education
University of South Carolina - The Moore School of Business 2003 — 2006
Bachelor's of Science, Finance, General
Ally Financial Inc. December 2014 - Present
Ally Financial Inc. July 2013 - December 2014
Vanguard June 2012 - June 2013
SOUTH CAROLINA'S LT. GOVERNOR'S OFFICE August 2010 - May 2012
Vector Marketing May 2009 - August 2009
Skills
PowerPoint, Word, Cold Calling, Customer Service, Excel, Finance, Series 7, Series 63, Investments
Education
University of South Carolina - The Moore School of Business 2008 — 2012
Bachelor of Science (B.S.), Corporate Finance and Economics
The Bryn Mawr Trust Company Branch BankerThe Bryn Mawr Trust CompanyOctober 2012 - March 2014
TD Bank May 2010 - January 2013
Hatboro-Horsham Educational Foundation 2009 - 2010
Vanguard November 2007 - August 2008
Vanguard June 2006 - November 2007
Vanguard August 2002 - June 2006
Vanguard March 2001 - August 2002
Vanguard January 2000 - March 2001
Vanguard April 1997 - January 2000
Vanguard February 1995 - April 1997
Skills
Process Improvement, Mutual Funds, Management, Investments, Financial Services, Customer Service, Relationship Management, Finance
Education
University of Rochester 1981 — 1985
BA, English
Lacher & Associates June 2012 - Present
Lacher & Associates April 2010 - June 2012
Vanguard December 2009 - April 2010
Skills
Insurance, Property & Casualty..., Employee Benefits, Customer Service, General Insurance, Health Savings Accounts, Strategic Planning, Team Building, Risk Assessment, Microsoft Excel, Process Improvement, Budgets, Brokers, Project Planning, Marketing Strategy, Marketing Communications, Microsoft Office, Contract Negotiation, Professional Liability, Health Insurance
Education
University of Rhode Island 2005 — 2009
Bachelors, Business
NICE Actimize January 2015 - Present
Genpact Headstrong Capital Markets October 2013 - January 2015
NTT America July 2013 - September 2013
Vanguard October 2011 - June 2013
Skills
Java, J2EE Application..., JSP development, Servlets, JavaScript, jQuery UI, Ajax4JSF, HTML, XML, CSS, Software Development, Struts, Spring, JSF, SQL, Software Engineering, Agile Methodologies, Linux, OOP, Log4j, Tortoise SVN
Education
University of Pune 2007 — 2009
MSC Comp Sci, Computer science
Toll Brothers May 2015 - Present
Arkema April 2015 - May 2015
Arkema June 2014 - December 2014
Vanguard December 2013 - May 2014
Marshalls May 2012 - August 2012
Skills
Training, Management, Sales, Interviews, Process Scheduler, Databases, Business Process, Recruiting, Human Resources, Leadership, Microsoft Office, Microsoft Excel, Customer Service, Employee Relations, PowerPoint
Education
Villanova University 2013 — 2015
Master of Science (MS), Human Resource Development
University of Pittsburgh
Business, General Management
Conde InduServices Corp. July 2014 - October 2014
Medtronic Spine & Biologics December 2013 - May 2014
Eli Lilly and Company September 2011 - May 2012
Dragados SA August 2009 - November 2010
Vanguard July 2007 - October 2008
Commonwealth of Puerto Rico, Autonomous Municipality of Caguas November 2006 - July 2007
Skills
Industria farmacéutica, Buenas prácticas de..., Administración y..., Microsoft Office, Biotecnología, Gestión de proyectos, Microsoft Excel, Liderazgo, Planificación..., POE
Education
University of Puerto Rico-Mayaguez
Bachelor of Science (B.S.), Mechanical Engineer
Enterprise Cloudworks January 2014 - Present
Magic Hat Consulting July 2012 - January 2014
Vanguard May 2011 - July 2012
The Vanguard Group January 2009 - May 2011
Vanguard July 2007 - January 2009
Vanguard July 2005 - July 2007
Skills
Six Sigma, Process Improvement, Certified Green Belt, DMAIC, Change Management, Process Migration, Process Engineering, Project Planning, Business Analysis, Agile Methodologies, Requirements Gathering, Problem Solving, Kaizen, Kanban, Business Process Mapping, Visio, Metastorm
Education
University of Scranton 2001 — 2005
Bachelor’s Degree, Finance
Vanguard February 1992 - Present
Skills
Business Relationship..., Strategic Financial..., Estate Tax Planning, Income Tax, Retirement Planning, Sales Process, Mentoring, Certified Financial..., Chartered Financial..., Multi-generational..., Relationship Management, Financial Advisory, Finance, Asset Management, Financial Planning, Financial Services, Estate Planning
Education
University of Scranton 1986 — 1990
Bachelor of Arts (B.A.), History, Sociology
Bishop Kenrick High school 1982 — 1986
State of South Dakota September 2014 - Present
North Dakota Information Technology Department September 2013 - August 2014
Wipro InfoCrossing December 2011 - March 2013
IT AAA Hub May 2011 - January 2012
Vanguard May 2010 - May 2011
QVC USA - West Chester, PA September 2009 - December 2009
PMA March 2008 - September 2009
CSC 2000 - 2009
Covansys 2000 - 2009
Erie Insurance Group October 2007 - December 2007
Skills
DB2, Mainframe, COBOL, JCL, CICS, TSO, IBM Mainframe, MVS, Endeavor, z/OS, SDLC, WebSphere MQ, Enterprise Architecture, Systems Analysis, Requirements Analysis, VSAM, IDMS, Program Management, Production Support, Stored Procedures, Visio, SQL, Fileaid, ADABAS, Easytrieve, ISPF, IMS DB/DC, Data Warehousing, SPUFI, QMF, IBM Utilities, Xpediter, Syncsort, Testing, Management, Business Analysis, Relational Databases, Information Technology, Medicaid, Requirements Gathering, Databases, ETL, Data Modeling, Quality Center, Software Project..., REXX, MS Project, Oracle, Unix, PL/SQL
Education
University of South Africa/Universiteit van Suid-Afrika 1980 — 1984
BSC, Computers
Potchefstroom High School 1960 — 1972
primary and high school
Huron Consulting Group June 2012 - Present
University of South Carolina March 2011 - March 2012
Vanguard June 2011 - July 2011
University Ambassadors April 2010 - April 2011
Pure Fishing - Subsidiary of Jarden Corporation May 2010 - August 2010
University of South Carolina Student Government March 2009 - March 2010
South Carolina House of Representatives January 2009 - May 2009
Education
University of South Carolina - Darla Moore School of Business 2008 — 2012
Bachelors of Science, Finance and Marketing
LPL Financial August 2015 - Present
Vanguard August 2013 - August 2015
Vanguard March 2012 - August 2013
University of South Carolina Student Government July 2011 - May 2012
Carolina Fund, University of South Carolina October 2010 - March 2012
Skills
Series 7, Series 63, Financial Analysis, Mutual Funds, Investments, Wealth Management, Retirement Planning, Portfolio Management, Equities, Fixed Income, Securities, Retirement, Asset Managment, Strategic Financial..., Financial Services, Investment Advisory, Investment Strategies, Asset Management
Education
University of South Carolina - The Moore School of Business 2008 — 2012
Bachelor's degree, Finance, 3.75 Business School GPA
University of South Carolina-Columbia 2008 — 2012
Bachelor's degree, Economics, 3.75 Business School GPA
CFA Institute
Passed Level I of Chartered Financial Analyst Exam
Vanguard June 2015 - Present
Dr. Drew McCausland Dermatology June 2014 - August 2014
AssuranceMD May 2012 - August 2014
Handpicked Future January 2014 - April 2014
Pittsburgh Downtown Community Development Corporation September 2013 - December 2013
Skills
Adobe Creative Suite, InDesign, WordPress, Microsoft Word, Photoshop, Photography, Social Media, Social Media Marketing, Social Media Strategist, MailChimp, Hootsuite, Google Docs, Audacity, HTML 5, Dreamweaver, CSS, Digital Photography, Facebook, Blogging, Tumblr, Press Releases, Corporate Blogging, YouTube, Newsletters, SEO copywriting, AP Style
Education
University of Pittsburgh 2011 — 2015
Bachelor of Arts (BA), English Writing Nonfiction, Communications, Studio Art Minor, Junior
CAPA International Education: London 2014 — 2014
Communication and Media Studies
L&L Management November 2013 - Present
Vanguard June 2012 - November 2013
Northwestern Mutual May 2010 - September 2011
Ingersoll Rand January 2011 - May 2011
Skills
Financial Analysis, Process Improvement, Portfolio Management, Equity Research, Capital Markets, Investment Management, Equity Trading, Manage Client..., Bloomberg Terminal, New Business Development, Microsoft Excel, Six Sigma, Series 7, Investments
Education
University of South Carolina - The Moore School of Business 2007 — 2011
Bachelor of Science in Business Administration, Double Major in Investment Finance and Global Supply Chain & Operations Mgmt
Vanguard June 2014 - Present
Southeastern Insurance Consultants, LLC September 2013 - January 2014
Merrill Lynch May 2012 - August 2012
Augusta National Golf Club April 2012 - April 2012
Skills
Wealth Management, Management, Microsoft Excel, Microsoft Word, Microsoft Office, Event Planning, PowerPoint, Investments
Education
University of South Carolina - The Moore School of Business 2009 — 2013
Finance and Management, Investments and Entrepreneurship
Vanguard March 1999 - Present
Merrill Lynch April 1997 - March 1999
Education
University of Rhode Island - College of Business Administration 1987 — 1991
BS, Business Management
Vanguard August 2015 - Present
University of Pittsburgh June 2013 - December 2014
Pittsburgh Penguins April 2014 - August 2014
Over Under Clothing January 2013 - August 2014
Campus Entertainment, LLC September 2012 - May 2013
Skills
Facebook, Social Media, Social Networking, Social Media Marketing, Public Speaking, Public Relations, PowerPoint, Marketing, Blogging, Marketing Communications, Microsoft Office, Fundraising, Event Planning, Time Management, Microsoft Excel, Microsoft Word, Teamwork, Leadership, Research, Sales, Customer Service, Management, Data Analysis, Communication, Advertising, Market Research, Marketing Strategy, Writing
Education
University of Pittsburgh 2011 — 2015
Bachelor's degree, Marketing and Finance
Wyoming Seminary Upper School 2008 — 2011
Vanguard August 2015 - Present
University of Pittsburgh August 2011 - April 2015
American Eagle Outfitters June 2014 - August 2014
RE\Act Real Estate Coaching System, Approval Settlement Solutions July 2013 - August 2013
Griffin Financial Group May 2012 - August 2012
Stevens & Lee May 2012 - August 2012
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Teamwork, Microsoft Word, Customer Service, Public Speaking
Education
University of Pittsburgh 2011 — 2015
Finance and Supply Chain Management
Mercer October 2014 - Present
Vanguard May 2013 - September 2014
Vanguard 2011 - 2013
Vanguard July 2009 - June 2011
Vanguard July 2008 - July 2009
Skills
Sales, Mutual Funds, Investments, Equities, Portfolio Management, ETFs, Derivatives, Finance, Securities, Series 63, Series 7, Bloomberg, Asset Allocation, Valuation, Financial Services, Fixed Income, Wealth Management, Financial Modeling, Strategic Financial..., FINRA, Asset Managment, Financial Analysis, Relationship Management
Education
Villanova University 2012 — 2014
Master of Business Administration (MBA), Strategic Management and Marketing
University of Pittsburgh 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Vanguard 2005 - Present
Vanguard 2002 - 2005
Vanguard 2000 - 2002
Vanguard 1998 - 2000
Vanguard 1997 - 1998
Pennsylvania Academy of the Fine Arts 1996 - 1997
Education
University of Pittsburgh 1992 — 1996
Bachelor of Arts, English Literature
Vanguard September 2012 - Present
Quest Diagnostics Inc January 2003 - September 2012
RCG Global Services February 1995 - December 2002
Vanguard 1996 - 2002
Riyad Bank January 1990 - December 1994
Internal Revenue Service September 1987 - December 1993
Skills
SDLC, VBScript, Oracle, Systems Analysis, Microsoft SQL Server, SQL, Unix, Databases, Software Development, VB.NET, PL/SQL, XML, .NET, C#, IIS, JavaScript, Web Services, ASP.NET, WCF, AJAX, Requirements Analysis, Software Project...
Education
University of Santo Tomas 1982 — 1986
BSBA major in finance
American Realty Capital Properties August 2014 - Present
AssetMark August 2012 - August 2014
Vanguard March 2008 - February 2012
Citizens Bank January 2007 - December 2007
Skills
Series 7, Series 6, Series 63, Financial Services, Sales, Finance, Management, Securities, Leadership, Customer Service, Retirement, Marketing, Salesforce.com, Event Planning, Microsoft Office, Recruiting, Portfolio Management, Time Management, Mutual Funds, Investments, Insurance Planning, Financial Analysis, Banking, Analysis
Education
University of Pittsburgh 2002 — 2006
BA, Bachelor of Art
Vanguard January 2006 - Present
Skills
Team Leadership, Investment manager..., Investment manager..., Investment Management, Talent Management, Sales Presentations, Project Management, New Product Development, Product Management, Manage Client...
Education
Villanova University 2000 — 2002
MBA, Finance
University of Richmond 1993 — 1997
BS, Business Administration
Radnor
Vanguard Project Manager- TelephonyVanguardDecember 1997 - September 2006
Education
University of Rochester 1968 — 1972
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 July 2014 - Present
Vanguard October 2005 - June 2014
Education
University of Pittsburgh 1996 — 2000
Bachelor's degree, English Literature
University of Pittsburgh-Johnstown 1996 — 2000
BA English Literature, English Literature
Vanguard June 2000 - Present
Vanguard July 1997 - June 2000
Skills
401k, Mutual Funds, Strategic Planning, Microsoft Office, Asset Allocation, Customer Service, Account Management
Education
University of Scranton 1993 — 1997
BS, Finance
LaSalle College High School 1989 — 1993
Charles Schwab January 2014 - Present
Vanguard September 2006 - December 2013
Skills
Series 7, Mutual Funds, Series 6, Investments, Asset Allocation, Relationship Management, Equities, Investment Strategies, Portfolio Management, Asset Managment, FINRA, Securities, Investment Advisory, Financial Services, Series 24, ETFs, Series 63, series 4, CIMA
Education
University of Pittsburgh 1987 — 1991
Bachelor of Science (B.S.), Applied Mathematics
Vanguard November 2006 - Present
FMP Media Solutions 2001 - 2006
FMP Media Solutions 2001 - 2006
Skills
Flash, Multimedia, Captivate, ActionScript, CSS, ADDIE, Instructional Design, E-Learning, Web Design, User Interface Design, Needs Analysis, Gamification, Innovation Development, jQuery Mobile, Digital Strategy
Education
University of South Alabama
The Vanguard Group February 2007 - October 2012
Vanguard January 2005 - February 2007
Vanguard November 2002 - January 2005
Vanguard January 2001 - November 2002
Vanguard July 1999 - January 2001
Skills
Marketing Communications, Dreamweaver, HTML, Microsoft Office 2007, Customer Service
Education
University of Scranton 1995 — 1999
B.S., Marketing
Villa Maria Academy 1991 — 1995
Vanguard
Skills
Business Analysis, Enterprise Architecture, Data Modeling, SDLC, Software Project...
Education
University of Pittsburgh 1991 — 1995
Vanguard May 2010 - Present
Vanguard January 2008 - April 2010
Vanguard April 2006 - December 2007
Vanguard June 2003 - March 2006
Vanguard April 2002 - May 2003
Vanguard March 2000 - April 2002
Skills
Agile Project Management, Software Project..., Business Analysis, Agile Methodologies, Process Improvement, Project Management, Six Sigma, Waterfall, Scrum, Change Management, WebSphere Application..., Data Analysis, Project Planning
Education
Virginia Polytechnic Institute and State University 1998 — 1999
Master of Business Administration (MBA), Information and Decision Support Systems
Pune University 1996 — 1998
Master of Business Administration (MBA), Marketing Management
Pune University 1992 — 1996
Bachelor of Engineering (B.E.), Mechanical Engineering
TIAA-CREF May 1999 - Present
Vanguard April 1994 - May 1999
Vanguard October 1989 - April 1994
Skills
Access, Analysis, Business Analysis, Change Management, Employee Benefits, Public Speaking, Retirement Planning
Education
University of Pittsburgh 1985 — 1989
Dual Bachelor of Arts, Business/Communications
Air Products and Chemicals October 2013 - Present
Air Products and Chemicals August 2011 - October 2013
Vanguard January 2010 - August 2011
Vanguard May 2009 - January 2010
Vanguard August 2007 - May 2009
United Nations 2005 - 2006
Skills
Pensions, Employee Benefits, Analysis, Pension Administration, Spanish, Microsoft Excel, 401k, Strategic Financial..., Business Analysis, Retirement, Investments, Financial Services, Finance, Insurance
Education
Villanova University 2008 — 2012
MBA, Finance
University of Pittsburgh 2003 — 2007
Self Designed Major - International Development, Economics, Arabic, Spanish, Public Health
Jordan University 2005 — 2006
Arabic
University of Alcala de Henares 2005 — 2005
Spanish, European Union
Lincoln Financial Group February 2015 - Present
Vanguard February 2014 - January 2015
Vanguard July 2006 - February 2014
Vanguard June 2002 - July 2006
Vanguard December 1997 - June 2002
The General Federation of Women's Clubs May 1993 - August 1997
Towers Watson (fomerly The Wyatt Company) February 1990 - August 1992
Skills
Strategic Communications, Marketing, Internal Communications, CRM, Corporate Communications, Leadership, Strategy, Crisis Communications, Management, Marketing Communications, Communication Training, Editing, Relationship Management, Cross-functional Team..., Team Leadership, Change Management, Program Management, Nonprofits, Training, Leadership Development, Executive Communication, Financial Communications, Business Change..., Institutional marketing, social media, Copywriting, Strategic Planning
Education
University of Scranton
B.A., Communications
Vanguard PrincipalThe Vanguard Group2012 - Present
Education
Villanova University 1992 — 2000
MBA, Business Administration
University of Pittsburgh 1985 — 1990
ba, ecnomics
Vanguard May 2007 - Present
Vanguard August 2005 - May 2007
Vanguard May 2004 - August 2005
Skills
Strategy, Proposal Writing, Defined Benefit, Retirement, Financial Services, Relationship Management, 401k, Marketing Communications, Process Improvement, Retirement Planning, Finance, Leadership
Education
University of Pittsburgh 1999 — 2003
BSBA, Marketing
Vanguard August 2011 - Present
Vanguard April 1998 - July 2011
Vanguard April 1995 - April 1998
IBM June 1987 - April 1995
IBM June 1981 - June 1987
Northeastern Bank of Pennsylvania April 1978 - June 1981
Skills
Java, DB2, Microsoft SQL Server, Agile Methodologies, SDLC, Oracle, Agile Project Management, Unix, Websphere, SQL, XML, JavaScript, Software Development, JSP, Software Project..., Scrum, Database Design, Android Development, iOS development
Education
University of Scranton 1977 — 1981
Bachelor of Science (B.S.), Computer Science
Wells Fargo March 2015 - Present
Wells Fargo March 2013 - Present
SCBT August 2010 - March 2013
Wells Fargo 2008 - 2010
Wachovia Dealer Services October 2006 - May 2008
Vanguard July 2005 - September 2006
Skills
Wealth Management, Retirement, Investments, Series 6, Mutual Funds, IRAs, Fixed Annuities, Marketing, Strategy
Education
University of South Carolina - Darla Moore School of Business 2001 — 2005
BA, Marketing and Management
Vanguard April 2015 - Present
Vanguard July 2010 - April 2015
ANSYS, Inc. August 2007 - July 2009
DynaVox Technologies October 2008 - December 2008
Skills
Java, Spring, JavaScript, Agile Methodologies, XML, Unix, jQuery, CSS, Software Development, Spring Integration, Gemfire, Maven, REST, C++
Education
University of Pittsburgh 2005 — 2010
Bachelors of science, Computer Science, Economics
Arbitrage Compliance Services 2012 - Present
Citizens Bank July 2009 - December 2011
Citizens Bank February 2003 - June 2009
JPMorgan Chase 1998 - 2004
Public Financial Management 1997 - 1998
Vanguard 1985 - 1997
Skills
Commercial Lending, Management, Financial Services, Marketing, Sales, Consumer Lending, Retail Banking, Investments, Public Speaking, Relationship Management, Securities, Small Business Lending, Credit, Capital Markets, Risk Management, Series 7, Customer Service, Credit Analysis, Loans, Financial Analysis, Microsoft Office, Portfolio Management
Education
University of Pittsburgh
Bachelor of Arts (B.A.)
Vanguard January 2012 - Present
Vanguard January 2001 - January 2012
Vanguard May 2000 - January 2001
Vanguard July 1998 - May 2000
Vanguard July 1996 - July 1998
Skills
Requirements Gathering, Waterfall, User Acceptance Testing, SDLC, Business Analysis, Agile, Software Project..., Business Process..., Business Architecture, DMAIC, Lean Initiatives, Risk Management, Process Management, Team Leadership, Agile Methodologies, Business Requirements, Management, Requirements Analysis, Visio
Education
University of Pittsburgh 1992 — 1996
BA, Economics, Business
Vanguard July 2009 - Present
Skills
Analysis, Asset Allocation, Financial Analysis, Financial Risk, Fixed Income, Investments, Performance Attribution, Portfolio Management, VAR
Education
Villanova University 2010 — 2013
MBA, Finance
University of Richmond 1999 — 2003
Bachelor of Science (BS) in Business Administration, Finance
Vanguard July 2012 - Present
Aon Hewitt December 2010 - July 2012
Univeristy of Pittsburgh - Office of Institutional Advancement October 2009 - July 2010
Forever 21 April 2009 - August 2009
National AIDS Trust January 2009 - April 2009
Heinz Chapel January 2007 - December 2008
Visit Lake Norman April 2008 - July 2008
Visit Lake Norman (Lake Norman Convention & Visitors Bureau) 2008 - 2008
Skills
Event Planning, Fundraising, Non-profits, Customer Service
Education
University of Pittsburgh 2006 — 2010
B.S., Marketing, Public Service
KSM Technology Partners LLC January 2015 - Present
Villanova University January 2015 - Present
Villanova University August 2013 - December 2014
Vanguard December 2012 - August 2013
Vanguard October 2011 - January 2013
Vanguard October 2010 - October 2011
Black & Decker September 2009 - January 2010
Black & Decker November 2007 - August 2009
Education
Villanova University 2012 — 2014
Master of Science (MS), Computer Science
University of Richmond 2003 — 2007
Young Living Essential Oils February 2015 - Present
Maine Department of Labor November 2011 - May 2015
Maine State Legislature, Speaker's Office December 2010 - November 2011
P.S. Wasserott January 1997 - December 2010
Mid Coast Health Services November 1994 - December 2010
Bath Communty Television April 2007 - May 2009
Kennebec Company January 1999 - July 2000
Farley's & Sathers Candy Company September 1990 - July 1994
Vanguard 1985 - 1988
Widener University 1984 - 1985
Skills
Employee Relations, Employee Benefits, Employee Engagement, Performance Management, Organizational..., Leadership Development, Coaching, Change Management, Team Building, Strategic Planning, Talent Acquisition, Human Resources, Legislative Relations, Leadership, Policy Analysis, Public Speaking, Management, Policy, Public Relations, Research, Nonprofits, Public Policy, Community Outreach, Government, Event Planning, Program Management, Customer Service, Social Media, Program Development
Education
University of Scranton 1988 — 1990
Master’s Degree, Human Resources Administratoin
Wilkes University 1980 — 1984
B.A., Psychology, Business
Vanguard October 2014 - Present
Vanguard July 2013 - October 2014
Delta Sigma Pi - Business Fraternity August 2011 - January 2012
University of South Carolina February 2011 - 2012
Supplemental Instruction January 2010 - December 2010
Credit Suisse May 2009 - June 2009
Skills
Customer Service, Microsoft Word, Management, Microsoft Office, PowerPoint, Leadership, Public Speaking, Microsoft Excel, Project Planning, Financial Analysis, Research, Data Analysis
Education
University of South Carolina - Darla Moore School of Business 2009 — 2013
International Business, Corporate Finance, Investment Finance
South Carolina Honors College 2009 — 2013
International Business, Corporate Finance, Investment Finance, International Business, Finance; Corporate and Investment
Vanguard September 2014 - Present
Verengo Solar May 2013 - July 2014
eBay May 2009 - November 2012
Prudential Utah Real Estate April 2004 - May 2009
Skills
Analytics, Office Management, Real Estate, Team Building, Team Leadership, Team Management, Employee Training, Customer Service, Quality Management, Real Estate Transactions, Loss Mitigation, Project Management, Job Coaching, E-commerce, Business Development, Coaching, Customer Satisfaction, Management, Sales, Call Centers, CRM, Leadership
Education
University of Scranton 1995 — 1999
Communications, Minors: English & Art History
Vanguard December 2011 - Present
Vanguard August 2008 - November 2011
Vanguard July 2006 - July 2008
Vanguard June 2005 - June 2006
Skills
Microsoft Office
Education
University of Pittsburgh 1986 — 1990
Bachelor of Arts (B.A.), Economics & Business
Vanguard March 2015 - Present
United States Postal Service June 2014 - February 2015
Hewlett-Packard February 2014 - September 2014
HUGE July 2013 - January 2014
Bank of America June 2012 - November 2013
Pacific Gas and Electric Company March 2013 - April 2013
HUGE Inc. June 2011 - November 2012
CareFirst August 2010 - July 2011
Digitas Health December 2010 - June 2011
Digi-Key Corporation 2010 - 2011
Skills
XML, CMS, Enterprise Content..., Agile Methodologies, XSLT, Oracle, Websphere, Databases, Dreamweaver, Content Management, Web Content Management, Information Architecture, JSP, Solution Architecture, Java Enterprise Edition, JavaScript, AngularJS, jQuery, Web Services, Programme Governance, Strategic Roadmaps, Technology Roadmapping, Process Management
Education
University of Pune 1996 — 1998
Master of Business Administration (M.B.A.), Operational Research and Systems Management
University of Pune 1992 — 1994
Master of Business Administration (M.B.A.), Marketing
University of Pune 1989 — 1991
Bachelor’s Degree, Computer Science
Vanguard April 2014 - Present
Vanguard February 2013 - March 2014
Vanguard February 2012 - February 2013
Skills
Investments, Fixed Income, Equities
Education
University of Richmond - Robins School of Business 2007 — 2011
B.S.B.A., Business Administration (Management Concentration) and English (Double Major)
Malvern Preparatory School 2003 — 2007
Vanguard July 2013 - Present
ICG Commerce September 2011 - March 2012
Northside Community Development Fund June 2008 - September 2008
University of Pittsburgh Scaife School of Medicine September 2006 - April 2008
International Business Center September 2006 - January 2007
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, PowerPoint, Customer Service, Microsoft Word, Finance, Process Improvement, Access, Inventory Management, Strategic Sourcing, Sourcing, Interview Preparation, Social Networking, Resume Writing, Lifesciences, Technical Recruiting, Recruiting
Education
University of Pittsburgh 2005 — 2009
BSBA, Finance
Perkiomen Valley High School 2001 — 2005
Vanguard 1998 - Present
Skills
Investments, Asset Allocation, Mutual Funds, 401k, Securities, Retirement Planning
Education
West Chester University of Pennsylvania 1995 — 1999
Master of Business Administration (MBA), Business Administration and Management, General
University of Scranton 1989 — 1993
Bachelor of Science (B.S.), Accounting
Vanguard March 2014 - Present
Aon Consulting 1988 - 1993
Miller, Mason & DIckenson 1986 - 1988
Skills
Team Building, Insurance, Employee Benefits, Benefits Administration, Training, Performance Management, Health Insurance, Change Management, Human Resources, Defined Benefit, HRIS, Vendor Management, Recruiting, Deferred Compensation, Leadership, Project Management, Public Speaking, Strategic Planning, Outsourcing, Assurance, Process Improvement, Management, Customer Service, Microsoft Office
Education
University of Pittsburgh-Johnstown 1978 — 1982
Bachelor of Science (B.S.), Mathematics and Computer Science
University of Pennsylvania April 2015 - Present
Vanguard June 2014 - January 2015
UPMC July 2013 - June 2014
Scholar Hero, Inc. February 2013 - July 2013
Swanson school of Engineering May 2012 - August 2012
Skills
PHP, Wordpress, JavaScript, Web Applications, Front-end, Web Design, CSS, Java, HTML, Linux, Drupal, HTML 5, Ruby on Rails, Ruby, SQL, MVC, PostgreSQL
Education
University of Pittsburgh 2009 — 2013
Bachelor of Science (BS), Computer Science
Vanguard August 2005 - Present
Skills
Series 7, Series 66, Superior Computer Skills, Financial Services
Education
University of South Carolina - The Moore School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Winthrop University 2000 — 2004
Bachelor of Science (B.S.), International Business and Marketing
Vanguard June 2014 - Present
Sesame Place May 2013 - August 2013
Sesame Place July 2010 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, English, HTML, Portfolio Management, Bloomberg Terminal, Team Leadership, Guest Recovery, Financial Modeling, Corporate Finance, Guest Service Management
Education
University of Pittsburgh 2010 — 2014
Bachelor of Science, Business Administration, Finance
Vanguard May 2013 - Present
Vanguard August 2011 - May 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Training, Mutual Funds, Finance
Education
Villanova University 2012 — 2015
Master of Business Administration (M.B.A.), International Business, Marketing and Strategic Management
University of Pittsburgh 2007 — 2011
Bachelor's Degree, Finance, General, 3.25
Vanguard June 2014 - Present
Education
University of South Carolina - Darla Moore School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Investment Finance and Global Supply Chain Operations Management, 3.5