Vanguard Company
Industry: Investment management company
DescriptionThe Vanguard Group is an American registered investment advisor based in Malvern, Pennsylvania with over $5.1 trillion in assets under management. It is the largest provider of mutual funds and the second-largest provider of exchange-traded funds in the world after BlackRock's iShares. Customer service: 0800 032 3731 Assets under management: 5.1 trillion USD (January 31, 2018) Founder: John C. Bogle Founded: 1 May 1975, Valley Forge, Pennsylvania, United States CEO: Mortimer J. Buckley (Jan 2018–) Headquarters: Valley Forge, Pennsylvania, United States
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9,967 Vanguard employees in database. Find out everything there's to know about Vanguard employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Vanguard Employees
Employee
Years
Job
Industry
Christian Strom Christian Strom's Vanguard Experience October 2014 - Present
Job ICS Associate at Vanguard
Industry Financial Services
Experience
Vanguard October 2014 - Present
Northwestern Mutual April 2013 - May 2014
Education
University of South Carolina-Columbia 2010 — 2014
Bachelor of Science (B.S.), Corporate Finance, Insurance & Risk Management
Vanguard October 2014 - Present
Northwestern Mutual April 2013 - May 2014
Education
University of South Carolina-Columbia 2010 — 2014
Bachelor of Science (B.S.), Corporate Finance, Insurance & Risk Management
James Sexton James Sexton's Vanguard Experience July 2013 - Present
Job Client Relationship Specialist at Vanguard
Industry Investment Management
Experience
Vanguard July 2013 - Present
University South Carolina-Fraternity Council January 2012 - December 2012
Williams Gap Vineyard May 2012 - August 2012
Alpha Beta of Chi Psi Fraternity January 2011 - December 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Investments
Education
University of South Carolina-Columbia 2009 — 2013
Bachelor of Business Administration (B.B.A.), Investments and Securities/ Corporate Finance
Vanguard July 2013 - Present
University South Carolina-Fraternity Council January 2012 - December 2012
Williams Gap Vineyard May 2012 - August 2012
Alpha Beta of Chi Psi Fraternity January 2011 - December 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Investments
Education
University of South Carolina-Columbia 2009 — 2013
Bachelor of Business Administration (B.B.A.), Investments and Securities/ Corporate Finance
Nathan Moison Nathan Moison's Vanguard Experience May 2014 - August 2014
Job Materials Planner at Hubbell Power Systems
Industry Logistics and Supply Chain
Experience
Hubbell Power Systems May 2015 - Present
University of South Carolina August 2014 - Present
University of South Carolina August 2013 - December 2014
Vanguard May 2014 - August 2014
Skills
PowerPoint, Leadership, Microsoft Word, Microsoft Office, Microsoft Excel, Teamwork, Public Speaking, Customer Service, Social Media, Time Management, Research, Social Networking, Data Analysis
Education
University of South Carolina-Columbia 2011 — 2015
Bachelor of Business Administration (B.B.A.), Global Supply Chain and Operations Management
Hubbell Power Systems May 2015 - Present
University of South Carolina August 2014 - Present
University of South Carolina August 2013 - December 2014
Vanguard May 2014 - August 2014
Skills
PowerPoint, Leadership, Microsoft Word, Microsoft Office, Microsoft Excel, Teamwork, Public Speaking, Customer Service, Social Media, Time Management, Research, Social Networking, Data Analysis
Education
University of South Carolina-Columbia 2011 — 2015
Bachelor of Business Administration (B.B.A.), Global Supply Chain and Operations Management
Sean Magrath Sean Magrath's Vanguard Experience June 2014 - Present
Job Business Development Group at Vanguard
Industry Financial Services
Experience
Vanguard June 2014 - Present
Morgan Stanley June 2013 - August 2013
Merrill Lynch May 2012 - August 2012
Sweeny, Wingate & Barrow, P.A. January 2011 - May 2012
Skills
Investments
Education
University of South Carolina-Columbia 2010 — 2014
International Business, Finace, Junior
Vanguard June 2014 - Present
Morgan Stanley June 2013 - August 2013
Merrill Lynch May 2012 - August 2012
Sweeny, Wingate & Barrow, P.A. January 2011 - May 2012
Skills
Investments
Education
University of South Carolina-Columbia 2010 — 2014
International Business, Finace, Junior
Janet (Kerr) Monaghan Janet (Kerr) Monaghan's Vanguard Experience August 2013 - Present
Job Client Consultant, Vanguard University at Vanguard
Industry Financial Services
Experience
Vanguard August 2013 - Present
Philadelphia University August 2014 - June 2015
Vanguard 2007 - August 2013
Vanguard May 2000 - July 2005
Vanguard August 1996 - April 1999
AGA August 1988 - July 1996
Skills
Brand Management, Client Experience..., Marketing Strategy, Marketing Communications, Corporate Communications, Relationship Management, 401K Communications, Leadership, Creative Services..., Advertising, Marketing, Market Research, Management, Competitive Analysis, CRM, Strategic Planning, Project Management, Strategy, Digital Marketing, Product Marketing, Financial Services
Education
Philadelphia University 2013 — 2015
Master of Business Administration (MBA), Strategic Design
University of South Carolina-Columbia 1981 — 1985
Bachelor of Arts (BA), Communication, Journalism, and Related Programs
Vanguard August 2013 - Present
Philadelphia University August 2014 - June 2015
Vanguard 2007 - August 2013
Vanguard May 2000 - July 2005
Vanguard August 1996 - April 1999
AGA August 1988 - July 1996
Skills
Brand Management, Client Experience..., Marketing Strategy, Marketing Communications, Corporate Communications, Relationship Management, 401K Communications, Leadership, Creative Services..., Advertising, Marketing, Market Research, Management, Competitive Analysis, CRM, Strategic Planning, Project Management, Strategy, Digital Marketing, Product Marketing, Financial Services
Education
Philadelphia University 2013 — 2015
Master of Business Administration (MBA), Strategic Design
University of South Carolina-Columbia 1981 — 1985
Bachelor of Arts (BA), Communication, Journalism, and Related Programs
Logan Moore Logan Moore's Vanguard Experience August 2015 - Present
Job Money Movement Specialist at Vanguard
Industry Financial Services
Experience
Vanguard August 2015 - Present
The Rural Development Foundation September 2014 - July 2015
Burkett Financial Services, LLC May 2013 - January 2014
Moore and Moore CPA's May 2011 - August 2011
Skills
Financial Services, Microsoft Office, Marketing Communications, Customer Service, Advertising, Public Relations, PowerPoint, InDesign, Business Development, Time Management
Education
University of South Carolina-Columbia 2011 — 2015
Bachelor of Science (BS), Finance, Marketing
Vanguard August 2015 - Present
The Rural Development Foundation September 2014 - July 2015
Burkett Financial Services, LLC May 2013 - January 2014
Moore and Moore CPA's May 2011 - August 2011
Skills
Financial Services, Microsoft Office, Marketing Communications, Customer Service, Advertising, Public Relations, PowerPoint, InDesign, Business Development, Time Management
Education
University of South Carolina-Columbia 2011 — 2015
Bachelor of Science (BS), Finance, Marketing
Christopher Corse Christopher Corse's Vanguard Experience June 2013 - January 2015
Job Finance Associate at Duke Energy Corporation
Industry Financial Services
Experience
Duke Energy Corporation February 2015 - Present
Vanguard June 2013 - January 2015
Michael Oana Retirement Planning Specialist July 2012 - January 2013
AdMed, Inc. May 2011 - August 2011
Skills
Marketing, Investments, Series 7, Series 63, Bloomberg Terminal, Spanish, Microsoft Office, CRM, Stock Market, Retirement, Salesforce.com, QuickBooks, Lotus Notes, Management, ThomsonOne, Bond Markets, SmartStation, Financial Analysis, Financial Variance...
Education
University of South Carolina-Columbia 2009 — 2013
Bachelor of Science (BS), Finance, General
Duke Energy Corporation February 2015 - Present
Vanguard June 2013 - January 2015
Michael Oana Retirement Planning Specialist July 2012 - January 2013
AdMed, Inc. May 2011 - August 2011
Skills
Marketing, Investments, Series 7, Series 63, Bloomberg Terminal, Spanish, Microsoft Office, CRM, Stock Market, Retirement, Salesforce.com, QuickBooks, Lotus Notes, Management, ThomsonOne, Bond Markets, SmartStation, Financial Analysis, Financial Variance...
Education
University of South Carolina-Columbia 2009 — 2013
Bachelor of Science (BS), Finance, General
Sarah Borum's Vanguard Experience July 2015 - Present
Job Analytics Intern Market Strategies International
Industry Nonprofit Organization Management
Experience
Vanguard July 2015 - Present
Nikki Johnson-Huston Esq. May 2011 - 2013
Borough of West Chester March 2011 - 2012
Skills
People Skills, Leadership, Research, Event Management, Editing, Nonprofits, Strategic Planning, Sales, Spanish, iMovie, Marketing Strategy, YouTube, Peer Mentoring, OS X, Economics, Press Releases, Public Relations
Education
University of South Carolina-Columbia 2011 — 2015
Bachelor of Business Administration (BBA), Management and Marketing, Minor- Education
Vanguard July 2015 - Present
Nikki Johnson-Huston Esq. May 2011 - 2013
Borough of West Chester March 2011 - 2012
Skills
People Skills, Leadership, Research, Event Management, Editing, Nonprofits, Strategic Planning, Sales, Spanish, iMovie, Marketing Strategy, YouTube, Peer Mentoring, OS X, Economics, Press Releases, Public Relations
Education
University of South Carolina-Columbia 2011 — 2015
Bachelor of Business Administration (BBA), Management and Marketing, Minor- Education
Kim Selsor Kim Selsor's Vanguard Experience July 2013 - Present
Job Technology Leadership Program at Vanguard
Industry Financial Services
Experience
Vanguard July 2013 - Present
Vanguard May 2012 - August 2012
Michigan State University May 2011 - July 2011
Education
University of South Carolina-Columbia 2009 — 2013
Bachelor of Science (BS), Applied Mathematics with minors in Computer Science and German
Vanguard July 2013 - Present
Vanguard May 2012 - August 2012
Michigan State University May 2011 - July 2011
Education
University of South Carolina-Columbia 2009 — 2013
Bachelor of Science (BS), Applied Mathematics with minors in Computer Science and German
Thomas Tyler Richardson's Vanguard Experience January 2013 - August 2013
Job Analyst at Babson Capital Management
Industry Financial Services
Experience
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
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
Victoria Masiello's Vanguard Experience July 2015 - Present
Job University Relations Coordinator at Vanguard
Industry Financial Services
Experience
Vanguard July 2015 - Present
Vanguard August 2014 - July 2015
The Moore School of Business January 2013 - July 2014
Kohl's Department Stores May 2013 - August 2013
Education
University of South Carolina - The Moore School of Business
Bachelor's Degree, Business Administration; Management and Marketing
Vanguard July 2015 - Present
Vanguard August 2014 - July 2015
The Moore School of Business January 2013 - July 2014
Kohl's Department Stores May 2013 - August 2013
Education
University of South Carolina - The Moore School of Business
Bachelor's Degree, Business Administration; Management and Marketing
David Pesa David Pesa's Vanguard Experience June 2013 - Present
Job Developer at Vanguard
Industry Computer Software
Experience
Vanguard June 2013 - Present
University of South Carolina August 2010 - May 2013
Skills
Java, Programming, C, C++, OOP, Object Oriented Design, Subversion, JavaScript, HTML 5, OS X, HTML
Education
University of South Carolina-Columbia 2009 — 2013
Bachelor of Science (BS), Computer Engineering
Vanguard June 2013 - Present
University of South Carolina August 2010 - May 2013
Skills
Java, Programming, C, C++, OOP, Object Oriented Design, Subversion, JavaScript, HTML 5, OS X, HTML
Education
University of South Carolina-Columbia 2009 — 2013
Bachelor of Science (BS), Computer Engineering
Sterling Sams's Vanguard Experience September 2013 - Present
Job Wealth Management Consultant at MetLife Securities Inc.
Industry Investment Management
Experience
MetLife Securities Inc. September 2015 - Present
Vanguard September 2013 - Present
Vanguard December 2012 - September 2013
Verve Interior Designs February 2011 - December 2012
Northwestern Mutual December 2010 - September 2011
Skills
Series 7, Series 63, Bloomberg, CRM, Financial Analysis, Customer Service, Data Analysis, Finance, Financial Services, Investments, Leadership, Management, Microsoft Excel, Microsoft Office, Microsoft Word, Mutual Funds, Portfolio Management, Strategic Financial..., PowerPoint
Education
University of South Carolina-Columbia 2009 — 2012
Bachelor of Science (B.S.), Accounting, Insurance and Risk Management, Entrepreneurial Management
University of Maryland Baltimore County 2007 — 2009
Business Technology Administration
MetLife Securities Inc. September 2015 - Present
Vanguard September 2013 - Present
Vanguard December 2012 - September 2013
Verve Interior Designs February 2011 - December 2012
Northwestern Mutual December 2010 - September 2011
Skills
Series 7, Series 63, Bloomberg, CRM, Financial Analysis, Customer Service, Data Analysis, Finance, Financial Services, Investments, Leadership, Management, Microsoft Excel, Microsoft Office, Microsoft Word, Mutual Funds, Portfolio Management, Strategic Financial..., PowerPoint
Education
University of South Carolina-Columbia 2009 — 2012
Bachelor of Science (B.S.), Accounting, Insurance and Risk Management, Entrepreneurial Management
University of Maryland Baltimore County 2007 — 2009
Business Technology Administration
Trevor Hutto's Vanguard Experience May 2015 - Present
Job Lead Developer at Rchivos
Industry Computer Software
Experience
Vanguard May 2015 - Present
Rchivos & WedTexts August 2014 - Present
Legislative Services Agency January 2014 - May 2014
South Carolina House of Representatives January 2013 - May 2014
Midland Valley Country Club June 2009 - August 2012
Skills
Node.js, JavaScript, React, AngularJS, REST, Java, Computer Science, Biology, Spanish, Unix Shell Scripting, Algorithm Design, OS X, CSS, HTML, SharePoint, C++, Leadership, Bash, Data Structures, Digital Logic, Linux, Unix, Web Analytics, jQuery, HTML 5, PHP, JSON, Python, R
Education
University of South Carolina-Columbia 2012 — 2016
Bachelor's Degree, Computer Science
Vanguard May 2015 - Present
Rchivos & WedTexts August 2014 - Present
Legislative Services Agency January 2014 - May 2014
South Carolina House of Representatives January 2013 - May 2014
Midland Valley Country Club June 2009 - August 2012
Skills
Node.js, JavaScript, React, AngularJS, REST, Java, Computer Science, Biology, Spanish, Unix Shell Scripting, Algorithm Design, OS X, CSS, HTML, SharePoint, C++, Leadership, Bash, Data Structures, Digital Logic, Linux, Unix, Web Analytics, jQuery, HTML 5, PHP, JSON, Python, R
Education
University of South Carolina-Columbia 2012 — 2016
Bachelor's Degree, Computer Science
Matthew Cascio's Vanguard Experience September 2013 - Present
Job Brokerage Associate at Vanguard
Industry Financial Services
Experience
Vanguard September 2013 - Present
Chemung County Health Department May 2011 - August 2012
City of Elmira Public Works May 2010 - August 2010
Education
University of South Carolina-Columbia 2009 — 2013
Bachelor of Arts (B.A.), Public Health
Vanguard September 2013 - Present
Chemung County Health Department May 2011 - August 2012
City of Elmira Public Works May 2010 - August 2010
Education
University of South Carolina-Columbia 2009 — 2013
Bachelor of Arts (B.A.), Public Health
Victoria Leavitt Victoria Leavitt's Vanguard Experience January 2015 - Present
Job Vanguard Inheritance Consultant
Industry Financial Services
Experience
Vanguard January 2015 - Present
Vanguard July 2014 - January 2015
Preston Marketing Concepts June 2012 - July 2014
University of South Carolina September 2013 - May 2014
Bar Athletes Promotions April 2013 - May 2014
Skills
Spanish, International Relations, Microsoft Office, PowerPoint, Social Networking, Customer Service, Political Science, Sales, Social Media, Event Planning, Event Management, Social Media Marketing, Facebook, Microsoft Word, Teamwork, Politics, Public Speaking, Time Management, Leadership, Microsoft Excel
Education
University of South Carolina-Columbia 2009 — 2014
Bachelor of Arts (B.A.), International/Global Studies
Universidad de Belgrano 2013 — 2013
International/Global Studies
Universidad de Málaga 2011 — 2011
Spanish
Pembroke High School 2005 — 2009
High School Diploma
Vanguard January 2015 - Present
Vanguard July 2014 - January 2015
Preston Marketing Concepts June 2012 - July 2014
University of South Carolina September 2013 - May 2014
Bar Athletes Promotions April 2013 - May 2014
Skills
Spanish, International Relations, Microsoft Office, PowerPoint, Social Networking, Customer Service, Political Science, Sales, Social Media, Event Planning, Event Management, Social Media Marketing, Facebook, Microsoft Word, Teamwork, Politics, Public Speaking, Time Management, Leadership, Microsoft Excel
Education
University of South Carolina-Columbia 2009 — 2014
Bachelor of Arts (B.A.), International/Global Studies
Universidad de Belgrano 2013 — 2013
International/Global Studies
Universidad de Málaga 2011 — 2011
Spanish
Pembroke High School 2005 — 2009
High School Diploma
Douglas Timko Douglas Timko's Vanguard Experience June 2001 - January 2011
Job Helping you stay conected to your customers
Industry Marketing and Advertising
Experience
Entrepreneur, SendOutCards August 2011 - Present
H&R Block January 2013 - Present
Vanguard June 2001 - January 2011
American Video June 1986 - July 2001
Skills
Investments, Mutual Funds, Customer Relations, Series 63, Series 6, Excel, Customer Service, PowerPoint, Word, Compliance, Retirement Planning, Client Service, Call Center, Financial Planning, FINRA, 401k, Small Business, Call Quality, Direct Sales, Customer Satisfaction, Employee Benefits, Staff Supervision, Team Management, Owner-managed businesses, Entrepreneurship, Teamwork, Personal Income Tax..., Income Tax, Team Leadership, Retirement, Social Media Marketing, Human Resources, Finance, Social Media, Business Strategy, Leadership, Microsoft Excel, Microsoft Word, Sales
Education
University of South Carolina-Columbia 1977 — 1982
BS, Finance
Entrepreneur, SendOutCards August 2011 - Present
H&R Block January 2013 - Present
Vanguard June 2001 - January 2011
American Video June 1986 - July 2001
Skills
Investments, Mutual Funds, Customer Relations, Series 63, Series 6, Excel, Customer Service, PowerPoint, Word, Compliance, Retirement Planning, Client Service, Call Center, Financial Planning, FINRA, 401k, Small Business, Call Quality, Direct Sales, Customer Satisfaction, Employee Benefits, Staff Supervision, Team Management, Owner-managed businesses, Entrepreneurship, Teamwork, Personal Income Tax..., Income Tax, Team Leadership, Retirement, Social Media Marketing, Human Resources, Finance, Social Media, Business Strategy, Leadership, Microsoft Excel, Microsoft Word, Sales
Education
University of South Carolina-Columbia 1977 — 1982
BS, Finance
James R. Ennis James R. Ennis's Vanguard Experience August 2015 - Present
Job Select Services Investment Professional at Vanguard
Industry Financial Services
Experience
Vanguard August 2015 - Present
Vanguard August 2014 - August 2015
Mulconry's Irish Pub & Restaurant June 2011 - July 2014
Metrose Custom Homes June 2013 - August 2013
Midvale Golf & Country Club March 2008 - August 2010
Skills
Microsoft Office, Customer Service, Teamwork, Time Management, Social Media, Research, Outlook, SAP Business ByDesign, Public Speaking, Budgets, Leadership, Data Analysis, Event Planning, Management, Finance, Portfolio Management, Market Analysis
Education
MOORE SCHOOL OF BUSINESS, University of South Carolina 2010 — 2014
Bachelor of Science, Business Administration; Accounting
University of South Carolina-Columbia 2010 — 2014
Bachelor of Science (B.S.), Accounting
Vanguard August 2015 - Present
Vanguard August 2014 - August 2015
Mulconry's Irish Pub & Restaurant June 2011 - July 2014
Metrose Custom Homes June 2013 - August 2013
Midvale Golf & Country Club March 2008 - August 2010
Skills
Microsoft Office, Customer Service, Teamwork, Time Management, Social Media, Research, Outlook, SAP Business ByDesign, Public Speaking, Budgets, Leadership, Data Analysis, Event Planning, Management, Finance, Portfolio Management, Market Analysis
Education
MOORE SCHOOL OF BUSINESS, University of South Carolina 2010 — 2014
Bachelor of Science, Business Administration; Accounting
University of South Carolina-Columbia 2010 — 2014
Bachelor of Science (B.S.), Accounting
Carter Moore Carter Moore's Vanguard Experience January 2014 - July 2015
Job Household Manager
Industry Sports
Experience
Kyle Busch Motorsports July 2015 - Present
Vanguard January 2014 - July 2015
University of South Carolina Campus Recreation January 2011 - December 2013
University of South Carolina Campus Recreation May 2013 - August 2013
Hidden Valley Golf Course March 2012 - August 2013
Skills
Research, Teaching, Public Speaking, Time Management, Data Analysis, PowerPoint, Customer Service, Microsoft Excel, SPSS, Microsoft Word, Microsoft Office, Outlook, English, Windows, Editing, Series 7, Series 63, Teamwork, Event Planning, Finance, Investments, Leadership, Team Building
Education
University of South Carolina-Columbia 2011 — 2013
Bachelor's Degree, Psychology
University of South Carolina-Columbia 2011 — 2013
Bachelor of Arts (B.A.), Psychology
Kyle Busch Motorsports July 2015 - Present
Vanguard January 2014 - July 2015
University of South Carolina Campus Recreation January 2011 - December 2013
University of South Carolina Campus Recreation May 2013 - August 2013
Hidden Valley Golf Course March 2012 - August 2013
Skills
Research, Teaching, Public Speaking, Time Management, Data Analysis, PowerPoint, Customer Service, Microsoft Excel, SPSS, Microsoft Word, Microsoft Office, Outlook, English, Windows, Editing, Series 7, Series 63, Teamwork, Event Planning, Finance, Investments, Leadership, Team Building
Education
University of South Carolina-Columbia 2011 — 2013
Bachelor's Degree, Psychology
University of South Carolina-Columbia 2011 — 2013
Bachelor of Arts (B.A.), Psychology
Marcus Miller's Vanguard Experience 2015 - Present
Job Investment Consultant at Vanguard
Industry Financial Services
Experience
Vanguard 2015 - Present
Vanguard August 2013 - Present
Wells Fargo Advisors February 2013 - August 2013
Edward Jones June 2011 - November 2012
Edward Jones June 2011 - March 2012
Wells Fargo July 2010 - July 2011
Converse June 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Project Management, Project Planning, MS Project, MS Excel Pivot Tables, MS programs, Multi Tasking, Team Leadership, Organizational..., Relationship Management, Building Relationships, Banking Relationships, Human Relationship, Benefits Administration, Sales, Marketing, Strategic Planning, Marketing Strategy, Access
Education
University of South Carolina-Columbia 2007 — 2011
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Vanguard 2015 - Present
Vanguard August 2013 - Present
Wells Fargo Advisors February 2013 - August 2013
Edward Jones June 2011 - November 2012
Edward Jones June 2011 - March 2012
Wells Fargo July 2010 - July 2011
Converse June 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Project Management, Project Planning, MS Project, MS Excel Pivot Tables, MS programs, Multi Tasking, Team Leadership, Organizational..., Relationship Management, Building Relationships, Banking Relationships, Human Relationship, Benefits Administration, Sales, Marketing, Strategic Planning, Marketing Strategy, Access
Education
University of South Carolina-Columbia 2007 — 2011
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Chris Ciavarelli Chris Ciavarelli's Vanguard Experience January 2015 - Present
Job Internal Wholesaler at Vanguard
Industry Financial Services
Experience
Vanguard January 2015 - Present
Prudential Financial May 2007 - January 2015
Prudential Financial 2004 - April 2007
Prudential Financial 2000 - 2004
Prudential Financial 1999 - 2000
Prudential Financial 1998 - 1999
Prudential Financial February 1997 - 1998
Skills
Communication, Organization, Problem Solving, Client Relations Skills, Supervisory Skills, Goal Oriented, Staff Development, Sales, Territory Account..., Interpersonal Skill, Pay Close Attention to..., Customer Service, Mutual Funds, Marketing, Financial Services, Management, Insurance, Investments, Fixed Annuities, Business Planning, 401k, Variable Annuities, Series 7, Retirement Planning, Retirement, Coaching, Series 63, Leadership, FINRA, Long-term Care, Portfolio Management, Asset Allocation, Defined Contribution, Uniform Combined State..., Retirement Plan..., Relationship Management
Education
University of South Carolina-Columbia 1992 — 1996
Bachelor of Science (B.S.), Sport and Fitness Administration/Management
North Penn High School 1990 — 1992
Vanguard January 2015 - Present
Prudential Financial May 2007 - January 2015
Prudential Financial 2004 - April 2007
Prudential Financial 2000 - 2004
Prudential Financial 1999 - 2000
Prudential Financial 1998 - 1999
Prudential Financial February 1997 - 1998
Skills
Communication, Organization, Problem Solving, Client Relations Skills, Supervisory Skills, Goal Oriented, Staff Development, Sales, Territory Account..., Interpersonal Skill, Pay Close Attention to..., Customer Service, Mutual Funds, Marketing, Financial Services, Management, Insurance, Investments, Fixed Annuities, Business Planning, 401k, Variable Annuities, Series 7, Retirement Planning, Retirement, Coaching, Series 63, Leadership, FINRA, Long-term Care, Portfolio Management, Asset Allocation, Defined Contribution, Uniform Combined State..., Retirement Plan..., Relationship Management
Education
University of South Carolina-Columbia 1992 — 1996
Bachelor of Science (B.S.), Sport and Fitness Administration/Management
North Penn High School 1990 — 1992
Sandy Batt Sandy Batt's Vanguard Experience June 2012 - Present
Job Project Administrator at Vanguard
Industry Financial Services
Experience
Vanguard June 2012 - Present
Vanguard June 2010 - Present
Vanguard June 2008 - May 2010
Vanguard January 2006 - May 2008
Vanguard March 2002 - December 2006
Skills
CRM, Coaching, Customer Service, Management, Microsoft Excel, Mutual Funds, Leadership, Process Improvement, Investments, Microsoft Office, Financial Services, Series 63
Education
University of South Carolina-Columbia 1999 — 2001
B.S., Finance & Management
Vanguard June 2012 - Present
Vanguard June 2010 - Present
Vanguard June 2008 - May 2010
Vanguard January 2006 - May 2008
Vanguard March 2002 - December 2006
Skills
CRM, Coaching, Customer Service, Management, Microsoft Excel, Mutual Funds, Leadership, Process Improvement, Investments, Microsoft Office, Financial Services, Series 63
Education
University of South Carolina-Columbia 1999 — 2001
B.S., Finance & Management
LeAnne Branch LeAnne Branch's Vanguard Experience May 2013 - August 2013
Job Financial Services Representative Team Captain NY at FXCM
Industry Financial Services
Experience
FXCM July 2014 - Present
University of South Carolina August 2010 - May 2014
Vanguard May 2013 - August 2013
RuffaloCODY January 2013 - May 2013
Self Employed November 2011 - July 2012
GE May 2010 - May 2010
Skills
Sales, Graphic Design, Public Speaking, HTML, Microsoft Excel, Salesforce Training, nanorep, Management, Leadership, Customer Service, Microsoft Office, English, Fundraising, Data Analysis, PowerPoint, Teamwork, Logo Design, Social Media, Chinese, GIMP, Chinese culture, Microsoft Word, Research, Financial Analysis, Corporate Finance, Outlook, Facebook
Education
MOORE SCHOOL OF BUSINESS, University of South Carolina 2010 — 2014
Bachelor of Science, Business Administration; Finance, International Business
University of South Carolina-Columbia 2010 — 2014
Finance, International Business Chinese Enterprise, Junior
Shanxi Normal University 2012 — 2012
Mandarin Language
THE CHINESE UNIVERSITY OF HONG KONG (CUHK) 2011 — 2012
Bachelor's degree, Finance, General
YALE-CHINA CHINESE LANGUAGE CENTER (CUHK)Hong Kong, CHINA
FXCM July 2014 - Present
University of South Carolina August 2010 - May 2014
Vanguard May 2013 - August 2013
RuffaloCODY January 2013 - May 2013
Self Employed November 2011 - July 2012
GE May 2010 - May 2010
Skills
Sales, Graphic Design, Public Speaking, HTML, Microsoft Excel, Salesforce Training, nanorep, Management, Leadership, Customer Service, Microsoft Office, English, Fundraising, Data Analysis, PowerPoint, Teamwork, Logo Design, Social Media, Chinese, GIMP, Chinese culture, Microsoft Word, Research, Financial Analysis, Corporate Finance, Outlook, Facebook
Education
MOORE SCHOOL OF BUSINESS, University of South Carolina 2010 — 2014
Bachelor of Science, Business Administration; Finance, International Business
University of South Carolina-Columbia 2010 — 2014
Finance, International Business Chinese Enterprise, Junior
Shanxi Normal University 2012 — 2012
Mandarin Language
THE CHINESE UNIVERSITY OF HONG KONG (CUHK) 2011 — 2012
Bachelor's degree, Finance, General
YALE-CHINA CHINESE LANGUAGE CENTER (CUHK)Hong Kong, CHINA
Carl M. Davis Carl M. Davis's Vanguard Experience August 1999 - October 2001
Job Training Program Effectiveness Manager at UnitedHealth Group
Industry Consumer Services
Experience
UnitedHealth Group September 2015 - Present
UnitedHealth Group July 2013 - September 2015
Lash Group 2012 - July 2013
Lowe's Home Improvement 2001 - 2012
Vanguard August 1999 - October 2001
Duke Energy Corporation May 1985 - August 1999
Skills
Customer Service, Project Management, Team Building, Coaching, Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Team Leadership, Outlook, Management, Retail, Program Management, Call Centers, Training, Process Improvement
Education
University of South Carolina-Columbia
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
UnitedHealth Group September 2015 - Present
UnitedHealth Group July 2013 - September 2015
Lash Group 2012 - July 2013
Lowe's Home Improvement 2001 - 2012
Vanguard August 1999 - October 2001
Duke Energy Corporation May 1985 - August 1999
Skills
Customer Service, Project Management, Team Building, Coaching, Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Team Leadership, Outlook, Management, Retail, Program Management, Call Centers, Training, Process Improvement
Education
University of South Carolina-Columbia
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Daniel Suthers Daniel Suthers's Vanguard Experience June 2014 - Present
Job Brokerage Associate at Vanguard
Industry Insurance
Experience
Vanguard June 2014 - Present
Vanguard September 2013 - June 2014
KeenanSuggs Insurance June 2010 - June 2013
Gamble Funeral Services January 2010 - January 2011
First Chatham Bank June 2009 - August 2009
Skills
Economics, Self-driven, Communication Skills, Finance, Financial Analysis, Financial Advisory, Development Economics, Economic Policy, Crisis Communications, Public Relations, Public Speaking, Business Decision Making, SQL, Microsoft SQL Server, Microsoft Office
Education
University of South Carolina-Columbia 2009 — 2013
Bachelor of Business Administration (B.B.A.), Economics
Vanguard June 2014 - Present
Vanguard September 2013 - June 2014
KeenanSuggs Insurance June 2010 - June 2013
Gamble Funeral Services January 2010 - January 2011
First Chatham Bank June 2009 - August 2009
Skills
Economics, Self-driven, Communication Skills, Finance, Financial Analysis, Financial Advisory, Development Economics, Economic Policy, Crisis Communications, Public Relations, Public Speaking, Business Decision Making, SQL, Microsoft SQL Server, Microsoft Office
Education
University of South Carolina-Columbia 2009 — 2013
Bachelor of Business Administration (B.B.A.), Economics
Lauren Tondi Lauren Tondi's Vanguard Experience August 2015 - Present
Job Client Service Specialist at Vanguard
Industry Financial Services
Experience
Vanguard August 2015 - Present
AES May 2014 - August 2014
Augusta National Golf Club April 2014 - April 2014
Compass Analytics, LLC May 2013 - August 2013
Skills
Marketing, Social Networking, Time Management, Insurance, Risk Management, Salesforce.com, Constant Contact, Microsoft Excel, Research, Public Speaking, Newsletters, Advertising, Customer Satisfaction, Customer Service
Education
University of South Carolina-Columbia 2011 — 2015
Bachelor of Science, Business Administration, Majors - Finance, Insurance & Risk Management; Minor - Integrated Information Technology
Vanguard August 2015 - Present
AES May 2014 - August 2014
Augusta National Golf Club April 2014 - April 2014
Compass Analytics, LLC May 2013 - August 2013
Skills
Marketing, Social Networking, Time Management, Insurance, Risk Management, Salesforce.com, Constant Contact, Microsoft Excel, Research, Public Speaking, Newsletters, Advertising, Customer Satisfaction, Customer Service
Education
University of South Carolina-Columbia 2011 — 2015
Bachelor of Science, Business Administration, Majors - Finance, Insurance & Risk Management; Minor - Integrated Information Technology
Nick DelVecchio Nick DelVecchio's Vanguard Experience March 2015 - Present
Job Financial Advisor
Industry Financial Services
Experience
Vanguard March 2015 - Present
Vanguard August 2013 - March 2015
Vanguard March 2013 - July 2013
Vanguard August 2012 - July 2013
Carolina Investment Association November 2010 - April 2012
Bradley, Foster & Sargent, Inc. May 2011 - August 2011
Skills
Consultative Sales..., Mutual Funds, Investment Management, Investment Strategies, Asset Allocation, Bloomberg Terminal, DCF Valuation, Technical Analysis, Investment Advisory..., Financial Planning
Education
University of South Carolina-Columbia 2008 — 2012
Bachelor of Science Business Administration, Finance, Management, Economics
Vanguard March 2015 - Present
Vanguard August 2013 - March 2015
Vanguard March 2013 - July 2013
Vanguard August 2012 - July 2013
Carolina Investment Association November 2010 - April 2012
Bradley, Foster & Sargent, Inc. May 2011 - August 2011
Skills
Consultative Sales..., Mutual Funds, Investment Management, Investment Strategies, Asset Allocation, Bloomberg Terminal, DCF Valuation, Technical Analysis, Investment Advisory..., Financial Planning
Education
University of South Carolina-Columbia 2008 — 2012
Bachelor of Science Business Administration, Finance, Management, Economics
Willa Zhao Willa Zhao's Vanguard Experience May 2015 - July 2015
Job Student, University of Southern California
Industry Financial Services
Experience
USC Admission Center November 2014 - Present
USC Viterbi School of Engineering 2014 - Present
University of Southern California August 2013 - Present
Vanguard May 2015 - July 2015
The Campus Job, Inc. August 2014 - November 2014
Washington Assistive Technology Act Program(WATAP) June 2014 - August 2014
Highland Ice Arena January 2010 - August 2013
Skills
Educational Leadership, C++ Language, Event Planning, Event Management, Networking, Communication Skills, Figure Skating, Adaptability, Public Speaking, Community Outreach, Statistics, Artificial Intelligence, Communication, Microsoft Office, Customer Service, C, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Research, Social Networking, Leadership, C, C++
Education
University of Southern California 2013 — 2017
Bachelor of Science, Computer Science/Business Administration
Inglemoor High School 2009 — 2013
USC Admission Center November 2014 - Present
USC Viterbi School of Engineering 2014 - Present
University of Southern California August 2013 - Present
Vanguard May 2015 - July 2015
The Campus Job, Inc. August 2014 - November 2014
Washington Assistive Technology Act Program(WATAP) June 2014 - August 2014
Highland Ice Arena January 2010 - August 2013
Skills
Educational Leadership, C++ Language, Event Planning, Event Management, Networking, Communication Skills, Figure Skating, Adaptability, Public Speaking, Community Outreach, Statistics, Artificial Intelligence, Communication, Microsoft Office, Customer Service, C, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Research, Social Networking, Leadership, C, C++
Education
University of Southern California 2013 — 2017
Bachelor of Science, Computer Science/Business Administration
Inglemoor High School 2009 — 2013
Will Rainwater Will Rainwater's Vanguard Experience September 2015 - Present
Job Flex Associate at Vanguard
Industry Financial Services
Experience
Vanguard September 2015 - Present
Vanguard June 2014 - September 2015
Colonial Life Arena January 2013 - May 2013
Gamecock Club-USC Athletic Development January 2011 - April 2011
Skills
Sports, Event Planning, Event Management, Facebook, Sports Management, Sports Marketing, Public Relations, Social Networking, Football, Social Media Marketing, English, Time Management, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service
Education
University of South Carolina-Columbia 2009 — 2013
Bachelor of Science (BS), Sport and Entertainment Management
Vanguard September 2015 - Present
Vanguard June 2014 - September 2015
Colonial Life Arena January 2013 - May 2013
Gamecock Club-USC Athletic Development January 2011 - April 2011
Skills
Sports, Event Planning, Event Management, Facebook, Sports Management, Sports Marketing, Public Relations, Social Networking, Football, Social Media Marketing, English, Time Management, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service
Education
University of South Carolina-Columbia 2009 — 2013
Bachelor of Science (BS), Sport and Entertainment Management
Dyvonne Robinson Dyvonne Robinson's Vanguard Experience September 2012 - November 2013
Job
Industry Financial Services
Experience
MetLife December 2013 - Present
Vanguard September 2012 - November 2013
Vanguard June 2011 - August 2012
Aon Hewitt June 2010 - March 2011
E*TRADE Financial August 2006 - July 2008
E*TRADE Financial March 2006 - August 2006
Bob Evans October 2004 - March 2006
NPC International-Pizza Hut March 2003 - July 2004
Skills
Series 6, 7 and 63..., Access, Call Centers, Equities, Financial Services, Investments, Management, Mutual Funds, Leadership, Microsoft Office, Trading
Education
University of South Carolina-Aiken 1998 — 2003
Bachelor's degree, Business Administration and Management, General
University of South Carolina
Bachelor’s Degree
MetLife December 2013 - Present
Vanguard September 2012 - November 2013
Vanguard June 2011 - August 2012
Aon Hewitt June 2010 - March 2011
E*TRADE Financial August 2006 - July 2008
E*TRADE Financial March 2006 - August 2006
Bob Evans October 2004 - March 2006
NPC International-Pizza Hut March 2003 - July 2004
Skills
Series 6, 7 and 63..., Access, Call Centers, Equities, Financial Services, Investments, Management, Mutual Funds, Leadership, Microsoft Office, Trading
Education
University of South Carolina-Aiken 1998 — 2003
Bachelor's degree, Business Administration and Management, General
University of South Carolina
Bachelor’s Degree
Alexander Goodstein's Vanguard Experience January 2014 - Present
Job Investment Specialist at Vanguard
Industry Investment Banking
Experience
Vanguard January 2014 - Present
Northwestern Mutual May 2012 - April 2013
Southeastern Insurance Consultants, LLC 2013 - 2013
Insight Financial Inc. June 2011 - July 2011
Skills
Retirement Planning, Life Insurance, Disability Insurance, Wealth Accumulation, Long Term Care Insurance, Insurance, Finance, Wealth Management, Portfolio Management, Sales, Microsoft Office, Investments, Financial Analysis
Education
University of South Carolina-Columbia 2009 — 2013
Bachelor of Business Administration (B.B.A.), Corporate Finance, Insurance & Risk Management
Vanguard January 2014 - Present
Northwestern Mutual May 2012 - April 2013
Southeastern Insurance Consultants, LLC 2013 - 2013
Insight Financial Inc. June 2011 - July 2011
Skills
Retirement Planning, Life Insurance, Disability Insurance, Wealth Accumulation, Long Term Care Insurance, Insurance, Finance, Wealth Management, Portfolio Management, Sales, Microsoft Office, Investments, Financial Analysis
Education
University of South Carolina-Columbia 2009 — 2013
Bachelor of Business Administration (B.B.A.), Corporate Finance, Insurance & Risk Management
Matthew Lepow Matthew Lepow's Vanguard Experience September 2013 - Present
Job Financial Analyst at Bank of America
Industry Financial Services
Experience
Bank of America June 2015 - Present
Vanguard September 2013 - Present
Vanguard February 2013 - October 2013
Metropolitan Renovation Services, Inc. May 2012 - December 2012
City of Columbia June 2012 - August 2012
Americans for Prosperity July 2011 - August 2011
CLASS V PROMOTIONS May 2011 - July 2011
Camp Mindy June 2010 - August 2010
Five Guys Bugers & Fries April 2007 - August 2008
Skills
Economics, Sales, Leadership, Microsoft Office, Marketing, Series 7, Microsoft Excel, Business Economics, Series 63, Microsoft Word, International Trade, International Economics, Foreign Policy, Economic Policy, Social Media, ThomsonOne, Bloomberg, Investment Brokerage
Education
University of South Carolina-Columbia 2008 — 2012
Bachelor of Science (BS), Economics
Bank of America June 2015 - Present
Vanguard September 2013 - Present
Vanguard February 2013 - October 2013
Metropolitan Renovation Services, Inc. May 2012 - December 2012
City of Columbia June 2012 - August 2012
Americans for Prosperity July 2011 - August 2011
CLASS V PROMOTIONS May 2011 - July 2011
Camp Mindy June 2010 - August 2010
Five Guys Bugers & Fries April 2007 - August 2008
Skills
Economics, Sales, Leadership, Microsoft Office, Marketing, Series 7, Microsoft Excel, Business Economics, Series 63, Microsoft Word, International Trade, International Economics, Foreign Policy, Economic Policy, Social Media, ThomsonOne, Bloomberg, Investment Brokerage
Education
University of South Carolina-Columbia 2008 — 2012
Bachelor of Science (BS), Economics
Andrew Neelands Andrew Neelands's Vanguard Experience June 2013 - Present
Job Software Developer at Vanguard
Industry Financial Services
Experience
Vanguard June 2013 - Present
BlueCross BlueShield of SC May 2012 - December 2012
Skills
Programming, Web Development, Java, JavaScript, SQL, Databases, Public Speaking, Linux
Education
University of South Carolina-Columbia 2009 — 2013
Bachelor of Science (B.S.), Computer Information Systems, Cum Laude
Vanguard June 2013 - Present
BlueCross BlueShield of SC May 2012 - December 2012
Skills
Programming, Web Development, Java, JavaScript, SQL, Databases, Public Speaking, Linux
Education
University of South Carolina-Columbia 2009 — 2013
Bachelor of Science (B.S.), Computer Information Systems, Cum Laude
Alex Eastwood Alex Eastwood's Vanguard Experience August 2014 - Present
Job at
Industry Financial Services
Experience
Vanguard August 2014 - Present
University of South Carolina August 2010 - Present
State Street May 2013 - September 2013
University of South Carolina August 2011 - May 2013
TD May 2012 - September 2012
Augusta National Golf Club April 2012 - April 2012
Harvard University June 2009 - September 2010
Skills
Series 7, Series 63, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Public Speaking, English
Education
University of South Carolina-Columbia 2010 — 2014
Finance and Financial Management Services
Melrose High School 2006 — 2010
High School Diploma
Vanguard August 2014 - Present
University of South Carolina August 2010 - Present
State Street May 2013 - September 2013
University of South Carolina August 2011 - May 2013
TD May 2012 - September 2012
Augusta National Golf Club April 2012 - April 2012
Harvard University June 2009 - September 2010
Skills
Series 7, Series 63, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Public Speaking, English
Education
University of South Carolina-Columbia 2010 — 2014
Finance and Financial Management Services
Melrose High School 2006 — 2010
High School Diploma
Ashley Pontiere Ashley Pontiere's Vanguard Experience July 2011 - Present
Job VADP at Vanguard
Industry Financial Services
Experience
Vanguard July 2011 - Present
CBS College Sports August 2009 - December 2010
Campus Special May 2010 - September 2010
Education
University of South Carolina-Columbia 2007 — 2011
Bachelor of Science, Management and Marketing
Vanguard July 2011 - Present
CBS College Sports August 2009 - December 2010
Campus Special May 2010 - September 2010
Education
University of South Carolina-Columbia 2007 — 2011
Bachelor of Science, Management and Marketing
Tracy Parson Tracy Parson's Vanguard Experience November 2004 - October 2005
Job Financial Professional
Industry Financial Services
Experience
LPL Financial June 2015 - Present
LPL Financial September 2012 - June 2015
LPL Financial May 2010 - December 2012
LPL Financial September 2006 - May 2010
TIAA-CREF October 2005 - September 2006
Vanguard November 2004 - October 2005
Wachovia May 2001 - November 2004
Skills
Financial Analysis, Risk Management, Banking, Finance, Portfolio Management, Insurance, Financial Planning, Customer Service, Microsoft Office
Education
University of South Carolina-Columbia 1998 — 2002
Bachelor of Science (B.S.), Criminal Justice and Psychology
LPL Financial June 2015 - Present
LPL Financial September 2012 - June 2015
LPL Financial May 2010 - December 2012
LPL Financial September 2006 - May 2010
TIAA-CREF October 2005 - September 2006
Vanguard November 2004 - October 2005
Wachovia May 2001 - November 2004
Skills
Financial Analysis, Risk Management, Banking, Finance, Portfolio Management, Insurance, Financial Planning, Customer Service, Microsoft Office
Education
University of South Carolina-Columbia 1998 — 2002
Bachelor of Science (B.S.), Criminal Justice and Psychology
Tony Hodges's Vanguard Experience 1999 - 2000
Job VP at Wells Fargo Bank, A Wells Fargo Company
Industry Investment Banking
Experience
Wells Fargo Bank December 2004 - Present
Wachovia, A Wells Fargo Company January 2000 - December 2004
Vanguard 1999 - 2000
Skills
Interest Rate..., Credit Derivatives, Swaps, Trading Systems, Calypso, Back Office, Banking, Capital Markets, Derivatives, Financial Modeling, Fixed Income, Settlement, Investment Banking, Bonds
Education
University of South Carolina-Columbia 1995 — 1998
BA, Major:Economics Minor:Finance
University of South Carolina Upstate 1992 — 1995
Accounting
Wells Fargo Bank December 2004 - Present
Wachovia, A Wells Fargo Company January 2000 - December 2004
Vanguard 1999 - 2000
Skills
Interest Rate..., Credit Derivatives, Swaps, Trading Systems, Calypso, Back Office, Banking, Capital Markets, Derivatives, Financial Modeling, Fixed Income, Settlement, Investment Banking, Bonds
Education
University of South Carolina-Columbia 1995 — 1998
BA, Major:Economics Minor:Finance
University of South Carolina Upstate 1992 — 1995
Accounting
Michelle Seigler's Vanguard Experience 2000 - 2002
Job Assistant Director of Finance at University of North Carolina at Chapel Hill
Industry Higher Education
Experience
University of North Carolina at Chapel Hill May 2015 - Present
SC Small Business Development Centers 2014 - Present
University of South Carolina 2012 - 2014
BlueCross BlueShield of SC 2006 - 2010
State of South Carolina 2004 - 2006
TIAA-CREF 2002 - 2004
Vanguard 2000 - 2002
Skills
Finance, Payroll, Insurance, Management, Marketing Strategy, Small Business..., Business Strategy, Business Planning, Financial Projection, Employee Benefits, Auditing, Benefits Administration, Retirement Planning, SAP
Education
University of South Carolina-Columbia 1996 — 2000
Bachelor's degree, Business Administration
University of North Carolina at Chapel Hill May 2015 - Present
SC Small Business Development Centers 2014 - Present
University of South Carolina 2012 - 2014
BlueCross BlueShield of SC 2006 - 2010
State of South Carolina 2004 - 2006
TIAA-CREF 2002 - 2004
Vanguard 2000 - 2002
Skills
Finance, Payroll, Insurance, Management, Marketing Strategy, Small Business..., Business Strategy, Business Planning, Financial Projection, Employee Benefits, Auditing, Benefits Administration, Retirement Planning, SAP
Education
University of South Carolina-Columbia 1996 — 2000
Bachelor's degree, Business Administration
Ken Nagel's Vanguard Experience January 2013 - October 2014
Job Compliance Branch Office Examiner
Industry Financial Services
Experience
AIG Advisor Group April 2015 - Present
Vanguard January 2013 - October 2014
Vanguard October 2010 - January 2013
Vanguard April 2008 - October 2010
Thomson Reuters BETA Systems January 2001 - April 2008
Morgan Stanley Dean Witter Online September 1998 - January 2001
Skills
Mutual Funds, Series 7, Series 24, Series 63, Business Analysis, Relationship Management, Conversions, Thomson BETA, Omnibus, Account Reconciliation, Regulatory Compliance, Surpass Omnibus
Education
University of South Florida
B.S., Finance
AIG Advisor Group April 2015 - Present
Vanguard January 2013 - October 2014
Vanguard October 2010 - January 2013
Vanguard April 2008 - October 2010
Thomson Reuters BETA Systems January 2001 - April 2008
Morgan Stanley Dean Witter Online September 1998 - January 2001
Skills
Mutual Funds, Series 7, Series 24, Series 63, Business Analysis, Relationship Management, Conversions, Thomson BETA, Omnibus, Account Reconciliation, Regulatory Compliance, Surpass Omnibus
Education
University of South Florida
B.S., Finance
Alexi Halavazis's Vanguard Experience May 2013 - Present
Job Brokerage Associate at Vanguard
Industry Financial Services
Experience
Vanguard May 2013 - Present
Hermes Facility Services January 2013 - May 2013
Potomac Nationals April 2012 - October 2012
Washington Nationals January 2012 - April 2012
Brevard County Manatees April 2011 - September 2011
Washington Nationals January 2011 - April 2011
Brevard County Manatees January 2010 - September 2010
Law Firm August 2009 - December 2009
Woodlands of Columbia Apartments September 2008 - August 2009
Capital One April 2004 - August 2007
Skills
Budgets, Sports Management, Sponsorship, Marketing, Sports, Baseball, Sponsorship Sales, Training, PowerPoint, Advertising, Sports Marketing
Education
University of South Carolina-Columbia 2006 — 2010
Bachelors of Science, Sport and Entertainment Management
Vanguard May 2013 - Present
Hermes Facility Services January 2013 - May 2013
Potomac Nationals April 2012 - October 2012
Washington Nationals January 2012 - April 2012
Brevard County Manatees April 2011 - September 2011
Washington Nationals January 2011 - April 2011
Brevard County Manatees January 2010 - September 2010
Law Firm August 2009 - December 2009
Woodlands of Columbia Apartments September 2008 - August 2009
Capital One April 2004 - August 2007
Skills
Budgets, Sports Management, Sponsorship, Marketing, Sports, Baseball, Sponsorship Sales, Training, PowerPoint, Advertising, Sports Marketing
Education
University of South Carolina-Columbia 2006 — 2010
Bachelors of Science, Sport and Entertainment Management
Jorge Vernaza's Vanguard Experience June 2000 - February 2005
Job Financial Center Leader III at BB&T
Industry Banking
Experience
BB&T May 2010 - Present
Wachovia, A Wells Fargo Company February 2006 - May 2010
TIAA-CREF February 2005 - February 2006
Vanguard June 2000 - February 2005
Education
University of South Carolina-Columbia 1996 — 2000
Bachelors, International Business
BB&T May 2010 - Present
Wachovia, A Wells Fargo Company February 2006 - May 2010
TIAA-CREF February 2005 - February 2006
Vanguard June 2000 - February 2005
Education
University of South Carolina-Columbia 1996 — 2000
Bachelors, International Business
Matthew A. Lang's Vanguard Experience 2014 - Present
Job Client Relationship Administrator Assigned Representative at Vanguard
Industry Financial Services
Experience
Vanguard 2014 - Present
Education
Passed all three CFA exams. Charter may be awarded pending work experience.
University of South Carolina-Columbia
Finance, Investments and Securities, GPA: 3.74
Vanguard 2014 - Present
Education
Passed all three CFA exams. Charter may be awarded pending work experience.
University of South Carolina-Columbia
Finance, Investments and Securities, GPA: 3.74
Alex Bebeau's Vanguard Experience July 2013 - September 2013
Job Owner at The Spectators Sport
Industry Sports
Experience
Zummo's Meat Company July 2014 - Present
Vanguard July 2013 - September 2013
S&K Contractors April 2012 - August 2012
Primerica November 2011 - April 2012
Skills
Sales, Investments
Education
University of South Carolina-Columbia 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Zummo's Meat Company July 2014 - Present
Vanguard July 2013 - September 2013
S&K Contractors April 2012 - August 2012
Primerica November 2011 - April 2012
Skills
Sales, Investments
Education
University of South Carolina-Columbia 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General
Charles Middlebrooks's Vanguard Experience June 2013 - Present
Job Brokerage Associate at Vanguard
Industry Financial Services
Experience
Vanguard June 2013 - Present
Education
University of South Carolina-Columbia 2009 — 2013
Bachelor of Arts (B.A.), Political Science and Government
Vanguard June 2013 - Present
Education
University of South Carolina-Columbia 2009 — 2013
Bachelor of Arts (B.A.), Political Science and Government
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments