Vanguard Company
Industry: Investment management company
DescriptionThe Vanguard Group is an American registered investment advisor based in Malvern, Pennsylvania with over $5.1 trillion in assets under management. It is the largest provider of mutual funds and the second-largest provider of exchange-traded funds in the world after BlackRock's iShares. Customer service: 0800 032 3731 Assets under management: 5.1 trillion USD (January 31, 2018) Founder: John C. Bogle Founded: 1 May 1975, Valley Forge, Pennsylvania, United States CEO: Mortimer J. Buckley (Jan 2018–) Headquarters: Valley Forge, Pennsylvania, United States
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Vanguard Employees
Employee
Years
Job
Industry
Erika Lorti Erika Lorti's Vanguard Experience March 2011 - Present
Job Brokerage Investment Professional and Realtor at HomeSmart
Industry Financial Services
Experience
Vanguard March 2011 - Present
HomeSmart October 2007 - Present
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Real Estate Transactions, Sellers, Residential Homes, Foreclosures, Investments, Short Sales, First Time Home Buyers, Sales
Education
Art Institute of Phoenix
Cullinary Arts
Arizona School of Real Estate and Business
Real Estate
San Francisco State University
Vanguard March 2011 - Present
HomeSmart October 2007 - Present
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Real Estate Transactions, Sellers, Residential Homes, Foreclosures, Investments, Short Sales, First Time Home Buyers, Sales
Education
Art Institute of Phoenix
Cullinary Arts
Arizona School of Real Estate and Business
Real Estate
San Francisco State University
Ryan Chaplinski Ryan Chaplinski's Vanguard Experience June 1997 - March 2000
Job Vice President at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors February 2015 - Present
Dimensional Fund Advisors June 2011 - February 2015
The Vanguard Group September 2004 - June 2011
The Vanguard Group March 2000 - September 2004
Vanguard June 1997 - March 2000
Skills
Series 7, Series 63, Series 65, Series 24
Education
Arizona State University - W. P. Carey School of Business 1999 — 2001
MBA
Cornell University 1989 — 1993
BA, History
Dimensional Fund Advisors February 2015 - Present
Dimensional Fund Advisors June 2011 - February 2015
The Vanguard Group September 2004 - June 2011
The Vanguard Group March 2000 - September 2004
Vanguard June 1997 - March 2000
Skills
Series 7, Series 63, Series 65, Series 24
Education
Arizona State University - W. P. Carey School of Business 1999 — 2001
MBA
Cornell University 1989 — 1993
BA, History
Jennifer Feagans Jennifer Feagans's Vanguard Experience July 2014 - October 2014
Job I help businesses take control of their finances through consolidation. Helping employees save time and lowering prices
Industry Business Supplies and Equipment
Experience
Staples Advantage November 2014 - Present
Staples Advantage November 2014 - Present
Vanguard July 2014 - October 2014
Institute of Reading Development May 2014 - July 2014
Red Ventures October 2012 - May 2013
Starbucks November 2005 - November 2010
Skills
Customer Service, Leadership, Public Speaking, Social Media, Sales, Team Building, Teaching, Account Management, Marketing, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Research, Coaching, Strategic Planning, Windows, Salesforce.com, Marketing Strategy, Cold Calling, Direct Sales, Sales Management, B2B
Education
University of North Carolina at Charlotte 2010 — 2012
Bachelors of Arts, Psychology
Central Piedmont Community College 2008 — 2010
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Art Institute of Colorado 1994 — 1996
Advertising and Marketing, Graphic Design and Advertising
Staples Advantage November 2014 - Present
Staples Advantage November 2014 - Present
Vanguard July 2014 - October 2014
Institute of Reading Development May 2014 - July 2014
Red Ventures October 2012 - May 2013
Starbucks November 2005 - November 2010
Skills
Customer Service, Leadership, Public Speaking, Social Media, Sales, Team Building, Teaching, Account Management, Marketing, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Research, Coaching, Strategic Planning, Windows, Salesforce.com, Marketing Strategy, Cold Calling, Direct Sales, Sales Management, B2B
Education
University of North Carolina at Charlotte 2010 — 2012
Bachelors of Arts, Psychology
Central Piedmont Community College 2008 — 2010
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Art Institute of Colorado 1994 — 1996
Advertising and Marketing, Graphic Design and Advertising
Nicolas Farrier Nicolas Farrier's Vanguard Experience December 2012 - October 2013
Job Data Analyst at Walla Media
Industry Marketing and Advertising
Experience
Walla Media March 2015 - Present
Walla Media September 2014 - March 2015
AppleOne Employment Services June 2014 - September 2014
Vanguard December 2012 - October 2013
Vanguard October 2011 - December 2012
Arizona State University October 2009 - May 2011
Skills
Financial Analysis, Microsoft Excel, Research, Data Analysis, Financial Statement..., Quantitative Analytics, Analysis, Calculus, Investments, Finance, Statistics, Series 7, Asset Allocation, Series 63, Teaching, Higher Education, Mutual Funds, Securities, Teamwork, Investment Strategies, Fixed Income, Algebra, Equities, Alternative Investments, Bloomberg Terminal, Financial Services, PowerPoint, Technical Skillset, Critical Thinking, Time Series Analysis, Matlab, Tableau, Social Media, Microsoft Office, Management
Education
Arizona State University, W. P. Carey School of Business 2007 — 2011
Bachelor of Science, Finance, General
PCDS 2003 — 2007
Walla Media March 2015 - Present
Walla Media September 2014 - March 2015
AppleOne Employment Services June 2014 - September 2014
Vanguard December 2012 - October 2013
Vanguard October 2011 - December 2012
Arizona State University October 2009 - May 2011
Skills
Financial Analysis, Microsoft Excel, Research, Data Analysis, Financial Statement..., Quantitative Analytics, Analysis, Calculus, Investments, Finance, Statistics, Series 7, Asset Allocation, Series 63, Teaching, Higher Education, Mutual Funds, Securities, Teamwork, Investment Strategies, Fixed Income, Algebra, Equities, Alternative Investments, Bloomberg Terminal, Financial Services, PowerPoint, Technical Skillset, Critical Thinking, Time Series Analysis, Matlab, Tableau, Social Media, Microsoft Office, Management
Education
Arizona State University, W. P. Carey School of Business 2007 — 2011
Bachelor of Science, Finance, General
PCDS 2003 — 2007
James Adam Roman James Adam Roman's Vanguard Experience April 2013 - November 2013
Job Digital Creative Lead at GP Strategies
Industry Information Technology and Services
Experience
GP Strategies Corporation December 2013 - Present
Vanguard April 2013 - November 2013
GP Strategies Corporation March 2010 - April 2013
Exton Behavioral Health and Rehabilitation February 2010 - October 2011
Ozkar Services June 2010 - September 2011
Syandus Inc August 2006 - June 2009
Legendary USA June 2009 - 2009
Skills
3D Studio Max, Mental Ray, Photoshop, Flash, AICC, Presenter, E-Learning, Flash Animation, Web Design, Animation, HTML, CSS, JavaScript, ActionScript, After Effects, Motion Graphics, Soundbooth, SCORM, Green Screen, 3D Modeling, Video Editing, InDesign, Multimedia, Graphic Design, HTML 5, Web Development, Character Animation, Concept Design, User Interface Design, Visual Effects, Illustrator, Adobe Creative Suite, Interaction Design, Vector Illustration, Layout, Logo Design
Education
Art Institute of Pittsburgh 2002 — 2005
Bachelor's, Media Arts and Animation
GP Strategies Corporation December 2013 - Present
Vanguard April 2013 - November 2013
GP Strategies Corporation March 2010 - April 2013
Exton Behavioral Health and Rehabilitation February 2010 - October 2011
Ozkar Services June 2010 - September 2011
Syandus Inc August 2006 - June 2009
Legendary USA June 2009 - 2009
Skills
3D Studio Max, Mental Ray, Photoshop, Flash, AICC, Presenter, E-Learning, Flash Animation, Web Design, Animation, HTML, CSS, JavaScript, ActionScript, After Effects, Motion Graphics, Soundbooth, SCORM, Green Screen, 3D Modeling, Video Editing, InDesign, Multimedia, Graphic Design, HTML 5, Web Development, Character Animation, Concept Design, User Interface Design, Visual Effects, Illustrator, Adobe Creative Suite, Interaction Design, Vector Illustration, Layout, Logo Design
Education
Art Institute of Pittsburgh 2002 — 2005
Bachelor's, Media Arts and Animation
Laurie Doyle Laurie Doyle's Vanguard Experience June 1998 - December 1999
Job Senior Graphic Designer at The Vanguard Group
Industry Design
Experience
The Vanguard Group August 2004 - Present
The Vanguard Group December 1999 - April 2003
Vanguard June 1998 - December 1999
Skills
Adobe Acrobat, InDesign, Illustrator, Layout, Dreamweaver, Brochures, QuarkXPress, Photoshop, Troubleshooting, Direct Mail, Template Creation, Typography, Press Checks, In-house Design, Clean Design, Comps, Sales Material, Visual Solutions, PowerPoint, Corporate Branding, Print Design, Color Theory, Color Correction, Professional Presence, Deadline Driven, Excellent communication..., Collaborative problem..., Social Media, Illustration, Watercolor, Acrylic, Party planning, Adobe Creative Suite, Interaction Design, Mac, Art Direction, User Experience, Web Design, Graphic Design
Education
Art Institute of Philadelphia
Graphic Design
Art Institute of Pittsburgh
Graphic Design
The Vanguard Group August 2004 - Present
The Vanguard Group December 1999 - April 2003
Vanguard June 1998 - December 1999
Skills
Adobe Acrobat, InDesign, Illustrator, Layout, Dreamweaver, Brochures, QuarkXPress, Photoshop, Troubleshooting, Direct Mail, Template Creation, Typography, Press Checks, In-house Design, Clean Design, Comps, Sales Material, Visual Solutions, PowerPoint, Corporate Branding, Print Design, Color Theory, Color Correction, Professional Presence, Deadline Driven, Excellent communication..., Collaborative problem..., Social Media, Illustration, Watercolor, Acrylic, Party planning, Adobe Creative Suite, Interaction Design, Mac, Art Direction, User Experience, Web Design, Graphic Design
Education
Art Institute of Philadelphia
Graphic Design
Art Institute of Pittsburgh
Graphic Design
Renee Brown, PHR Renee Brown, PHR's Vanguard Experience June 1999 - Present
Job Sr. Recruiter at Vanguard
Industry Financial Services
Experience
Vanguard June 1999 - Present
Desert Schools Federal Credit Union December 1986 - June 1999
Skills
Microsoft Excel, Internet Recruiting, Interviews, Screening, Relationship Management, Financial Services, HRIS, Sourcing, Talent Management, On Boarding, Benefits Administration, Supervising, Payroll, Coaching, College Recruiting, Onboarding, Applicant Tracking...
Education
Arizona State University West
Bachelors, Global Business/Human Resources
Vanguard June 1999 - Present
Desert Schools Federal Credit Union December 1986 - June 1999
Skills
Microsoft Excel, Internet Recruiting, Interviews, Screening, Relationship Management, Financial Services, HRIS, Sourcing, Talent Management, On Boarding, Benefits Administration, Supervising, Payroll, Coaching, College Recruiting, Onboarding, Applicant Tracking...
Education
Arizona State University West
Bachelors, Global Business/Human Resources
Jessica Kelsey Jessica Kelsey's Vanguard Experience October 2009 - September 2013
Job Real Time Energy Trader at APS
Industry Oil & Energy
Experience
Arizona Public Service (APS) September 2013 - Present
Vanguard October 2009 - September 2013
Valley of the Sun United Way July 2011 - February 2012
Vanguard September 2008 - October 2009
University of Phoenix July 2007 - September 2008
Industrial Solutions Network November 2002 - July 2007
Skills
Training, Customer Service, Management, Analysis, Fundraising, Finance, Leadership, Public Speaking, Project Management, Recruiting, Marketing, Strategic Planning, Program Management, Team Building, Sales, Team Leadership, Event Planning, Coaching, Microsoft Office, Change Management, Microsoft Excel, Investments, Accounting
Education
University of Phoenix 2007 — 2009
MBA, Business Administration, Management and Operations
Arizona State University West 2002 — 2006
B.S., Global Business
Arizona Public Service (APS) September 2013 - Present
Vanguard October 2009 - September 2013
Valley of the Sun United Way July 2011 - February 2012
Vanguard September 2008 - October 2009
University of Phoenix July 2007 - September 2008
Industrial Solutions Network November 2002 - July 2007
Skills
Training, Customer Service, Management, Analysis, Fundraising, Finance, Leadership, Public Speaking, Project Management, Recruiting, Marketing, Strategic Planning, Program Management, Team Building, Sales, Team Leadership, Event Planning, Coaching, Microsoft Office, Change Management, Microsoft Excel, Investments, Accounting
Education
University of Phoenix 2007 — 2009
MBA, Business Administration, Management and Operations
Arizona State University West 2002 — 2006
B.S., Global Business
Lisa Lapp Lisa Lapp's Vanguard Experience 1998 - 2001
Job Editor at Swedenborg Foundation
Industry Writing and Editing
Experience
Cadient Group 2011 - 2013
UnitedHealth Group 2009 - 2010
Cadient Group 2008 - 2009
Wyeth Pharmaceuticals 2006 - 2008
Siemens Healthcare 2003 - 2005
Pendle Hill 2001 - 2002
Vanguard 1998 - 2001
Vanguard 1997 - 1998
Vanguard 1993 - 1997
Skills
Writing, Editing, Proofreading, Copy Editing, Creative Briefs, Content Development, Marketing Communications, Web Content, Email Marketing, Publications, Newsletters, Brochures, Feature Articles, AMA style, Chicago Style, AP Style, Adobe Acrobat, Microsoft Office, Editorial, Strategic Communications, Content Management, Magazines
Education
Barnard College
Completed 6 semesters, Environmental Conservation, Art History
Temple University
4-credit grad course, Societal Responses to Aging
Cadient Group 2011 - 2013
UnitedHealth Group 2009 - 2010
Cadient Group 2008 - 2009
Wyeth Pharmaceuticals 2006 - 2008
Siemens Healthcare 2003 - 2005
Pendle Hill 2001 - 2002
Vanguard 1998 - 2001
Vanguard 1997 - 1998
Vanguard 1993 - 1997
Skills
Writing, Editing, Proofreading, Copy Editing, Creative Briefs, Content Development, Marketing Communications, Web Content, Email Marketing, Publications, Newsletters, Brochures, Feature Articles, AMA style, Chicago Style, AP Style, Adobe Acrobat, Microsoft Office, Editorial, Strategic Communications, Content Management, Magazines
Education
Barnard College
Completed 6 semesters, Environmental Conservation, Art History
Temple University
4-credit grad course, Societal Responses to Aging
Nick Harman Nick Harman's Vanguard Experience October 2014 - Present
Job Brokerage Associate at Vanguard
Industry Financial Services
Experience
Vanguard October 2014 - Present
Vanguard October 2013 - October 2014
Alliance Defending Freedom May 2012 - October 2013
Alliance Defending Freedom October 2008 - May 2012
Meridian Bank July 2007 - October 2008
Skills
Non-profits, Research, Microsoft Office, Social Media, Data Entry, Customer Service, Leadership, Outlook, Nonprofits, Accounting, Management, Teamwork, CRM
Education
Arizona State University, W. P. Carey School of Business 2007 — 2010
Bachelor's of Science, Finance, General
Vanguard October 2014 - Present
Vanguard October 2013 - October 2014
Alliance Defending Freedom May 2012 - October 2013
Alliance Defending Freedom October 2008 - May 2012
Meridian Bank July 2007 - October 2008
Skills
Non-profits, Research, Microsoft Office, Social Media, Data Entry, Customer Service, Leadership, Outlook, Nonprofits, Accounting, Management, Teamwork, CRM
Education
Arizona State University, W. P. Carey School of Business 2007 — 2010
Bachelor's of Science, Finance, General
Robert Dugan Robert Dugan's Vanguard Experience August 2013 - Present
Job Assigned Representative at Vanguard
Industry Financial Services
Experience
Vanguard August 2013 - Present
Vanguard May 2011 - Present
Skills
Series 7, Series 63, Asset Allocation, Trading, Options, FINRA, Investments, Brokerage, Mutual Funds, Equities, Securities, Bloomberg
Education
Arizona State University, W. P. Carey School of Business 2008 — 2010
B.S Business Admin, Business
Vanguard August 2013 - Present
Vanguard May 2011 - Present
Skills
Series 7, Series 63, Asset Allocation, Trading, Options, FINRA, Investments, Brokerage, Mutual Funds, Equities, Securities, Bloomberg
Education
Arizona State University, W. P. Carey School of Business 2008 — 2010
B.S Business Admin, Business
April Duhigg, CFP® April Duhigg, CFP®'s Vanguard Experience August 2015 - Present
Job Financial Advisor at Vanguard
Industry Financial Services
Experience
Vanguard August 2015 - Present
Vanguard July 2011 - August 2015
Morgan Stanley September 2010 - June 2011
Wachovia, A Wells Fargo Company 2007 - 2010
Wachovia, A Wells Fargo Company November 2001 - February 2007
Wachovia, A Wells Fargo Company January 1999 - October 2001
Wachovia, A Wells Fargo Company April 1996 - December 1998
Skills
Portfolio Management, Banking, Relationship Management, Sales, Investments, FINRA, Securities, Finance, Private Banking, Leadership, Mortgage Lending, Loans, Team Building, Financial Advisory, Series 7
Education
Auburn University 1992 — 1996
BA, Communications
Vanguard August 2015 - Present
Vanguard July 2011 - August 2015
Morgan Stanley September 2010 - June 2011
Wachovia, A Wells Fargo Company 2007 - 2010
Wachovia, A Wells Fargo Company November 2001 - February 2007
Wachovia, A Wells Fargo Company January 1999 - October 2001
Wachovia, A Wells Fargo Company April 1996 - December 1998
Skills
Portfolio Management, Banking, Relationship Management, Sales, Investments, FINRA, Securities, Finance, Private Banking, Leadership, Mortgage Lending, Loans, Team Building, Financial Advisory, Series 7
Education
Auburn University 1992 — 1996
BA, Communications
Annsley Lucas's Vanguard Experience 2014 Career Preperation FellowManagement Leadership for TomorrowJuly 2013 - January 2015
Job Vanguard Accelerated Development Program at Vanguard
Industry Financial Services
Experience
Vanguard 2014 Career Preperation FellowManagement Leadership for TomorrowJuly 2013 - January 2015
Vanguard Charitable May 2014 - July 2014
Kaplan Higher Education June 2013 - July 2013
Carnegie Mellon University February 2013 - May 2013
Skills
Event Planning, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Project Management, Time Management, Team Leadership, Teamwork, Event Management, Leadership, Chinese, Market Research, English, Program Management, Statistics, Nonprofits, Fundraising, Higher Education, Community Outreach
Education
Carnegie Mellon University - Tepper School of Business 2011 — 2015
Bachelor of Science (B.S.), Business Administration and Management, General
Carnegie Mellon University 2011 — 2015
Bachelor of Arts (B.A.), Chinese Studies
Beijing Foreign Studies University 2013 — 2013
Chinese Studies
Shangahi Studies International University 2012 — 2012
Certificate of Completion, Chinese Studies
School Year Abroad- Beijing 2009 — 2010
Certificate of Completion, Chinese Language and Literature
The Westminster Schools 2007 — 2011
High School Diploma, General Studies
Vanguard 2014 Career Preperation FellowManagement Leadership for TomorrowJuly 2013 - January 2015
Vanguard Charitable May 2014 - July 2014
Kaplan Higher Education June 2013 - July 2013
Carnegie Mellon University February 2013 - May 2013
Skills
Event Planning, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Project Management, Time Management, Team Leadership, Teamwork, Event Management, Leadership, Chinese, Market Research, English, Program Management, Statistics, Nonprofits, Fundraising, Higher Education, Community Outreach
Education
Carnegie Mellon University - Tepper School of Business 2011 — 2015
Bachelor of Science (B.S.), Business Administration and Management, General
Carnegie Mellon University 2011 — 2015
Bachelor of Arts (B.A.), Chinese Studies
Beijing Foreign Studies University 2013 — 2013
Chinese Studies
Shangahi Studies International University 2012 — 2012
Certificate of Completion, Chinese Studies
School Year Abroad- Beijing 2009 — 2010
Certificate of Completion, Chinese Language and Literature
The Westminster Schools 2007 — 2011
High School Diploma, General Studies
Jodi Dolo Jodi Dolo's Vanguard Experience June 2007 - Present
Job Graphic Specialist at The Vanguard Group
Industry Graphic Design
Experience
Vanguard June 2007 - Present
Vanguard December 2005 - June 2007
Commerce Bank September 2004 - December 2005
Boscov's October 1996 - 2003
Skills
Adobe Acrobat, Dreamweaver, InDesign, Illustrator, Adobe Creative Suite, Graphic Design, Photoshop, Photography, Flash, Graphics, Layout
Education
Art Institute of Philadelphia 2000 — 2003
Bachelor's degree, Multimedia & Web Design
Vanguard June 2007 - Present
Vanguard December 2005 - June 2007
Commerce Bank September 2004 - December 2005
Boscov's October 1996 - 2003
Skills
Adobe Acrobat, Dreamweaver, InDesign, Illustrator, Adobe Creative Suite, Graphic Design, Photoshop, Photography, Flash, Graphics, Layout
Education
Art Institute of Philadelphia 2000 — 2003
Bachelor's degree, Multimedia & Web Design
Shane Heintz Shane Heintz's Vanguard Experience November 1999 - Present
Job Designer at The Vanguard Group
Industry Financial Services
Experience
Vanguard November 1999 - Present
DAS Graphics April 1998 - November 1999
Shor Associates March 1996 - April 1998
Delrosso Vicente January 1995 - March 1996
TV Guide January 1995 - December 1995
Marchese and Barone January 1994 - January 1995
Yellow Book USA January 1994 - December 1994
Skills
Information Architecture, Web Development, Web Design, Graphic Design, User Experience, User Interface Design, User-centered Design, Interaction Design, Creative Direction, Dreamweaver, Usability Testing, User Experience Design, Adobe Creative Suite, InDesign, Art Direction, Usability, Illustrator, CSS, Photoshop, User Research, Experience Design, Mobile Design, Corporate Branding, Flash, Branding & Identity
Education
Art Institute of Philadelphia 1992 — 1994
Vanguard November 1999 - Present
DAS Graphics April 1998 - November 1999
Shor Associates March 1996 - April 1998
Delrosso Vicente January 1995 - March 1996
TV Guide January 1995 - December 1995
Marchese and Barone January 1994 - January 1995
Yellow Book USA January 1994 - December 1994
Skills
Information Architecture, Web Development, Web Design, Graphic Design, User Experience, User Interface Design, User-centered Design, Interaction Design, Creative Direction, Dreamweaver, Usability Testing, User Experience Design, Adobe Creative Suite, InDesign, Art Direction, Usability, Illustrator, CSS, Photoshop, User Research, Experience Design, Mobile Design, Corporate Branding, Flash, Branding & Identity
Education
Art Institute of Philadelphia 1992 — 1994
Danny Hilby Danny Hilby's Vanguard Experience June 2014 - Present
Job Vanguard
Industry Financial Services
Experience
Vanguard June 2014 - Present
CES, Inc. February 2013 - June 2014
Northwestern Mutual Financial Network July 2011 - February 2013
Mel-O-Cream Donuts International, Inc. October 2009 - July 2011
Skills
Financial Analysis, Accounting, Microsoft Excel, Financial Reporting, Series 6, Series 63, Investments, Variable Products, Executive Benefit..., Non-Qualified Deferred..., Life Insurance, Defined Contribution
Education
Augustana College 2005 — 2009
Bachelor's Degree, Accounting & Finance
Chatham Glenwood High School
Vanguard June 2014 - Present
CES, Inc. February 2013 - June 2014
Northwestern Mutual Financial Network July 2011 - February 2013
Mel-O-Cream Donuts International, Inc. October 2009 - July 2011
Skills
Financial Analysis, Accounting, Microsoft Excel, Financial Reporting, Series 6, Series 63, Investments, Variable Products, Executive Benefit..., Non-Qualified Deferred..., Life Insurance, Defined Contribution
Education
Augustana College 2005 — 2009
Bachelor's Degree, Accounting & Finance
Chatham Glenwood High School
Craig Taffaro's Vanguard Experience April 2015 - Present
Job Financial Advisor in Vanguard's Personal Advisor Services
Industry Financial Services
Experience
Vanguard April 2015 - Present
Vanguard June 2013 - Present
Private April 2012 - May 2013
Belmont Abbey College August 2009 - May 2013
Belmont Abbey College September 2011 - June 2012
Belmont Abbey College September 2011 - June 2012
Belmont Abbey's Crusader Student Newspaper May 2010 - August 2011
Diversified Chemical Company, of The Brownfield Company, Inc. January 2007 - August 2009
Skills
Financial Services, Financial Guidance, Relationship Management, Manage client..., Consultative Approach, Event Planning, Editing, Copy Editing, Student Affairs, Social Networking, Editorial, Facebook
Education
Belmont Abbey College 2010 — 2013
Minor in English, English Language and Literature, General
Belmont Abbey College 2009 — 2013
B.A., Government and Political Philosophy
Vanguard April 2015 - Present
Vanguard June 2013 - Present
Private April 2012 - May 2013
Belmont Abbey College August 2009 - May 2013
Belmont Abbey College September 2011 - June 2012
Belmont Abbey College September 2011 - June 2012
Belmont Abbey's Crusader Student Newspaper May 2010 - August 2011
Diversified Chemical Company, of The Brownfield Company, Inc. January 2007 - August 2009
Skills
Financial Services, Financial Guidance, Relationship Management, Manage client..., Consultative Approach, Event Planning, Editing, Copy Editing, Student Affairs, Social Networking, Editorial, Facebook
Education
Belmont Abbey College 2010 — 2013
Minor in English, English Language and Literature, General
Belmont Abbey College 2009 — 2013
B.A., Government and Political Philosophy
Jasmine Sims Jasmine Sims's Vanguard Experience July 2015 - Present
Job High Net Worth Client Manager at Vanguard
Industry Investment Management
Experience
Vanguard July 2015 - Present
Vanguard October 2013 - July 2015
Vanguard July 2012 - October 2013
Skills
Series 7, Series 63
Education
Wake Forest University - Babcock Graduate School of Management 2011 — 2012
Masters of Arts, Management
Auburn University 2008 — 2011
BA, Political Science
Vanguard July 2015 - Present
Vanguard October 2013 - July 2015
Vanguard July 2012 - October 2013
Skills
Series 7, Series 63
Education
Wake Forest University - Babcock Graduate School of Management 2011 — 2012
Masters of Arts, Management
Auburn University 2008 — 2011
BA, Political Science
Michele Ayala Michele Ayala's Vanguard Experience June 2014 - Present
Job Investment Professional / Client Relationship Specialist at Vanguard
Industry Financial Services
Experience
Vanguard June 2014 - Present
Arizona State University October 2012 - May 2014
Vanguard May 2013 - August 2013
Arizona State University January 2011 - January 2012
Arizona Student Association August 2010 - December 2010
Brinton Elementary School June 2008 - July 2008
Skills
Spanish translator, Team Building, Leadership Development, Student Affairs, Public Speaking, Higher Education, Student Development, Event Planning, Research, Customer Service, Community Outreach, Fundraising, Student Leadership, PowerPoint, SPSS, Microsoft Office, Non-profits, Social Media, Teaching, Critical Thinking, Data Analysis, Campus, Microsoft Excel, Team Leadership, Time Management, Microsoft Word
Education
Arizona State University, W. P. Carey School of Business 2010 — 2014
Bachelor of Science, Marketing
W.P. Carey School of Business, Arizona State University 2010 — 2014
Certificate, International Business
Skyline High School 2007 — 2010
Diploma
Vanguard June 2014 - Present
Arizona State University October 2012 - May 2014
Vanguard May 2013 - August 2013
Arizona State University January 2011 - January 2012
Arizona Student Association August 2010 - December 2010
Brinton Elementary School June 2008 - July 2008
Skills
Spanish translator, Team Building, Leadership Development, Student Affairs, Public Speaking, Higher Education, Student Development, Event Planning, Research, Customer Service, Community Outreach, Fundraising, Student Leadership, PowerPoint, SPSS, Microsoft Office, Non-profits, Social Media, Teaching, Critical Thinking, Data Analysis, Campus, Microsoft Excel, Team Leadership, Time Management, Microsoft Word
Education
Arizona State University, W. P. Carey School of Business 2010 — 2014
Bachelor of Science, Marketing
W.P. Carey School of Business, Arizona State University 2010 — 2014
Certificate, International Business
Skyline High School 2007 — 2010
Diploma
Saad Haye Saad Haye's Vanguard Experience June 2014 - Present
Job Client Relationship Specialist at Vanguard Flagship Services
Industry Financial Services
Experience
Vanguard June 2014 - Present
Citizens Bank May 2013 - June 2014
Wells Fargo May 2012 - May 2013
Wells Fargo February 2012 - April 2012
Al Mansoor International June 2009 - October 2011
Skills
Management, Sales, Finance, Banking, Loans, Series 7, Investments, Series 63, Consulting, Relationship Building
Education
Villanova University 2013 — 2013
Postgraduate, Fixed Income Markets and Valuation
London Metropolitan University 2005 — 2008
Bachelor of Arts (Honors), Marketing
Bahria University 2004 — 2005
Bachelor of Business Administration (Honors), 30 Credits Completed
Vanguard June 2014 - Present
Citizens Bank May 2013 - June 2014
Wells Fargo May 2012 - May 2013
Wells Fargo February 2012 - April 2012
Al Mansoor International June 2009 - October 2011
Skills
Management, Sales, Finance, Banking, Loans, Series 7, Investments, Series 63, Consulting, Relationship Building
Education
Villanova University 2013 — 2013
Postgraduate, Fixed Income Markets and Valuation
London Metropolitan University 2005 — 2008
Bachelor of Arts (Honors), Marketing
Bahria University 2004 — 2005
Bachelor of Business Administration (Honors), 30 Credits Completed
Michael Westby Michael Westby's Vanguard Experience November 2007 - May 2012
Job Financial Solutions Advisor with Merrill Edge
Industry Financial Services
Experience
Merrill Edge November 2012 - Present
Primerica May 2012 - November 2012
Vanguard November 2007 - May 2012
Wells Fargo May 2007 - November 2007
Buck's River Road Exxon January 2005 - October 2006
Skills
Team Leadership, Series 7, Series 66, Outstanding Customer..., Sales Operations, Relationship Development, Program Management, Recruitment Advertising, Scheduling, Presentation Preparation, Project Planning, Project Coordination, Event Planning, Inventory Management, Video Production, Organizing, Multitasker, Microsoft Office, Investments
Education
Arizona State University, W. P. Carey School of Business 2009 — 2011
Masters of Business Administration, Marketing
University of Arizona 2004 — 2007
BA, Psychology
Merrill Edge November 2012 - Present
Primerica May 2012 - November 2012
Vanguard November 2007 - May 2012
Wells Fargo May 2007 - November 2007
Buck's River Road Exxon January 2005 - October 2006
Skills
Team Leadership, Series 7, Series 66, Outstanding Customer..., Sales Operations, Relationship Development, Program Management, Recruitment Advertising, Scheduling, Presentation Preparation, Project Planning, Project Coordination, Event Planning, Inventory Management, Video Production, Organizing, Multitasker, Microsoft Office, Investments
Education
Arizona State University, W. P. Carey School of Business 2009 — 2011
Masters of Business Administration, Marketing
University of Arizona 2004 — 2007
BA, Psychology
Mike Contorno, CFP®, CEBS's Vanguard Experience August 2010 - Present
Job Senior Consultant Relations Manager at The Vanguard Group
Industry Financial Services
Experience
Vanguard August 2010 - Present
Vanguard March 2008 - August 2010
Marsh & McLennan February 2006 - March 2008
Hewitt Associates June 2005 - January 2006
Black Mountain Management February 2000 - June 2005
Skills
Corporate Benefits, Mutual Funds, Corporate Finance, Employee Benefits, Series 63, Pensions, Relationship Management, 401k, Financial Services, Finance, Investments, Process Improvement, Leadership, Retirement Planning, Defined Benefit, Management, Asset Allocation, Retirement, Defined Contribution, Series 7, Investment Management, Investment Strategies, Alternative Investments, Investment Advisory, Series 6, Strategy
Education
Baruch College, City University of New York (CUNY) 2000 — 2002
MBA, General Business
Cornell University 1997 — 1999
BS, Industrial and Labor Relations
Massapequa High School 1994 — 1995
Vanguard August 2010 - Present
Vanguard March 2008 - August 2010
Marsh & McLennan February 2006 - March 2008
Hewitt Associates June 2005 - January 2006
Black Mountain Management February 2000 - June 2005
Skills
Corporate Benefits, Mutual Funds, Corporate Finance, Employee Benefits, Series 63, Pensions, Relationship Management, 401k, Financial Services, Finance, Investments, Process Improvement, Leadership, Retirement Planning, Defined Benefit, Management, Asset Allocation, Retirement, Defined Contribution, Series 7, Investment Management, Investment Strategies, Alternative Investments, Investment Advisory, Series 6, Strategy
Education
Baruch College, City University of New York (CUNY) 2000 — 2002
MBA, General Business
Cornell University 1997 — 1999
BS, Industrial and Labor Relations
Massapequa High School 1994 — 1995
Adam Dickerson's Vanguard Experience 2012 - October 2013
Job Contact Center Advisor at USAA
Industry Investment Management
Experience
USAA October 2013 - Present
Vanguard 2012 - October 2013
Vanguard 2010 - 2012
Vanguard 2007 - 2010
Vanguard 2006 - 2007
Vanguard 2005 - 2006
Credit Union West January 2001 - August 2005
US Army June 1996 - August 2000
Skills
Leadership, Process Improvement, Business Analysis, Call Centers, Project Management, Business Process..., Data Analysis, Team Leadership, Strategy, Management, Vendor Management, Forecasting, Access, Resource Management, Coaching, Analysts, Microsoft Excel, Investments, Telecommunications, Workforce Management, Capacity Planning, Insurance
Education
Arizona State University West 2000 — 2003
Bachelor of Science, Global Business and Information Systems Management
USAA October 2013 - Present
Vanguard 2012 - October 2013
Vanguard 2010 - 2012
Vanguard 2007 - 2010
Vanguard 2006 - 2007
Vanguard 2005 - 2006
Credit Union West January 2001 - August 2005
US Army June 1996 - August 2000
Skills
Leadership, Process Improvement, Business Analysis, Call Centers, Project Management, Business Process..., Data Analysis, Team Leadership, Strategy, Management, Vendor Management, Forecasting, Access, Resource Management, Coaching, Analysts, Microsoft Excel, Investments, Telecommunications, Workforce Management, Capacity Planning, Insurance
Education
Arizona State University West 2000 — 2003
Bachelor of Science, Global Business and Information Systems Management
Shannon Atkison's Vanguard Experience October 2014 - Present
Job Project Manager at Vanguard
Industry Financial Services
Experience
Vanguard October 2014 - Present
Vanguard July 2013 - October 2014
Vanguard April 2010 - July 2013
Vanguard April 2012 - October 2012
Vanguard August 2008 - April 2010
Skills
Series 7, Series 63, Employee Engagement, Leadership Development, Mutual Funds, CRM, Series 6, Relationship Management, Asset Allocation, Trading, 401k, ETFs, Employee Benefits, Retirement, Financial Services, Retirement Planning, Securities, Leadership
Education
Arizona State University, W. P. Carey School of Business 2011 — 2013
Master of Business Administration (MBA), Leadership
Northern Arizona University, College of Business Administration 2004 — 2008
Bachelor of Science (BS), Business Administration and Management, General
Vanguard October 2014 - Present
Vanguard July 2013 - October 2014
Vanguard April 2010 - July 2013
Vanguard April 2012 - October 2012
Vanguard August 2008 - April 2010
Skills
Series 7, Series 63, Employee Engagement, Leadership Development, Mutual Funds, CRM, Series 6, Relationship Management, Asset Allocation, Trading, 401k, ETFs, Employee Benefits, Retirement, Financial Services, Retirement Planning, Securities, Leadership
Education
Arizona State University, W. P. Carey School of Business 2011 — 2013
Master of Business Administration (MBA), Leadership
Northern Arizona University, College of Business Administration 2004 — 2008
Bachelor of Science (BS), Business Administration and Management, General
Jeff Zappariello Jeff Zappariello's Vanguard Experience July 2005 - August 2005
Job Senior Graphic Designer at Aetna
Industry Graphic Design
Experience
studio nine28 Senior Graphic DesignerAetnaApril 2015 - Present
Aetna October 2013 - April 2015
Merkle July 2012 - April 2013
Aetna Inc. March 2006 - June 2012
GMH Communities December 2005 - February 2006
Graco Childrens Products August 2005 - November 2005
Vanguard July 2005 - August 2005
Skills
Photo Editing, Layout, Proficient in InDesign, Photoshop, Illustrator, Dreamweaver, Basic Flash, QuarkXPress, Logo Design, Retouching, Brochures, Posters, Logos, Direct Mail, Flyers, Invitations, Typography, InDesign, Adobe Creative Suite, Print Production, Corporate Identity, Art Direction, Graphic Design, Graphics, Mac, Newsletters, Packaging, Photography, Digital Photography, Adobe Acrobat, Creative Direction, Banners, Visual Communication, Business Cards, HTML + CSS, HTML emails, Image Manipulation, Animation, Corporate Branding, Collateral, Magazine Design, Image Editing, Art, Creative Services, Stationery, Branding & Identity, Digital Illustration, Vector Illustration, User Experience, Graphic Arts
Education
Art Institute of Fort Lauderdale 2000 — 2004
BS, Graphic Design, 3.6
Art Institute of Fort Lauderdale
BS, Graphic Design
studio nine28 Senior Graphic DesignerAetnaApril 2015 - Present
Aetna October 2013 - April 2015
Merkle July 2012 - April 2013
Aetna Inc. March 2006 - June 2012
GMH Communities December 2005 - February 2006
Graco Childrens Products August 2005 - November 2005
Vanguard July 2005 - August 2005
Skills
Photo Editing, Layout, Proficient in InDesign, Photoshop, Illustrator, Dreamweaver, Basic Flash, QuarkXPress, Logo Design, Retouching, Brochures, Posters, Logos, Direct Mail, Flyers, Invitations, Typography, InDesign, Adobe Creative Suite, Print Production, Corporate Identity, Art Direction, Graphic Design, Graphics, Mac, Newsletters, Packaging, Photography, Digital Photography, Adobe Acrobat, Creative Direction, Banners, Visual Communication, Business Cards, HTML + CSS, HTML emails, Image Manipulation, Animation, Corporate Branding, Collateral, Magazine Design, Image Editing, Art, Creative Services, Stationery, Branding & Identity, Digital Illustration, Vector Illustration, User Experience, Graphic Arts
Education
Art Institute of Fort Lauderdale 2000 — 2004
BS, Graphic Design, 3.6
Art Institute of Fort Lauderdale
BS, Graphic Design
Jennifer Joyner-Talbot, MSL Jennifer Joyner-Talbot, MSL's Vanguard Experience February 1999 - February 2014
Job Executive Director of Apprenticeships, Professional Programs & Marketing at South Piedmont Community College
Industry Education Management
Experience
South Piedmont Community College July 2015 - Present
South Piedmont Community College August 2014 - Present
South Piedmont Community College February 2014 - August 2014
Vanguard February 1999 - February 2014
Vanguard February 1999 - February 2014
United Way of Central Carolinas July 2003 - July 2004
Skills
Leadership, Training, Series 63, Series 6, Investments, Leadership Development, Coaching, CRM, Mutual Funds, Strategy, Securities, Performance Management, Management, Asset Allocation, 401k, Process Improvement, Retirement Planning, Organizational..., Communication Training, Project Management, Employee Benefits, Retirement, Risk Management, Human Resources, FINRA, Talent Management, Series 7, Time Management, Strategic Planning, IRAs, ETFs, Relationship Management, Employee Training, Finance, Series 24, Change Management, Financial Services, Investment Strategies, Pensions, Recruiting, Equities, Strategic Financial..., Bloomberg, Financial Analysis, Portfolio Management, Insurance, Wealth Management, Life Insurance, Call Centers, Fixed Annuities
Education
Pfeiffer University 2006 — 2007
Masters, Organizational Mgmt & Leadership, Magna Cum Laude
Belmont Abbey College 1995 — 1999
Bachelors of Science, Business
South Piedmont Community College July 2015 - Present
South Piedmont Community College August 2014 - Present
South Piedmont Community College February 2014 - August 2014
Vanguard February 1999 - February 2014
Vanguard February 1999 - February 2014
United Way of Central Carolinas July 2003 - July 2004
Skills
Leadership, Training, Series 63, Series 6, Investments, Leadership Development, Coaching, CRM, Mutual Funds, Strategy, Securities, Performance Management, Management, Asset Allocation, 401k, Process Improvement, Retirement Planning, Organizational..., Communication Training, Project Management, Employee Benefits, Retirement, Risk Management, Human Resources, FINRA, Talent Management, Series 7, Time Management, Strategic Planning, IRAs, ETFs, Relationship Management, Employee Training, Finance, Series 24, Change Management, Financial Services, Investment Strategies, Pensions, Recruiting, Equities, Strategic Financial..., Bloomberg, Financial Analysis, Portfolio Management, Insurance, Wealth Management, Life Insurance, Call Centers, Fixed Annuities
Education
Pfeiffer University 2006 — 2007
Masters, Organizational Mgmt & Leadership, Magna Cum Laude
Belmont Abbey College 1995 — 1999
Bachelors of Science, Business
Augie Gonzalez Jr. Augie Gonzalez Jr.'s Vanguard Experience November 2007 - April 2009
Job Bilingual (Spanish) Customer Service Representative
Industry Consumer Services
Experience
ARRIS April 2015 - June 2015
Health Advocate September 2014 - November 2014
MSI International February 2014 - June 2014
Company Voice September 2013 - December 2013
ProCall Solutions July 2012 - November 2012
BNY Mellon November 2011 - March 2012
Citi June 2009 - March 2011
Vanguard November 2007 - April 2009
Philadelphia University July 2006 - April 2007
Skills
Animation, Maya, Computer Animation, After Effects, Adobe Creative Suite, 3D Studio Max, Microsoft Word, Public Speaking, Spanish, 3D Modeling, Customer Service
Education
Art Institute of Philadelphia 1993 — 1995
Associate Degree in Specialized Technology, Animation & Multimedia, 3.8
Art Institute of Philadelphia 1993 — 1995
Associates Degree, Specialized Technology; Animation & Multimedia
Cardinal Dougherty High School 1989 — 1994
Diploma, Fine/Studio Arts, General
Cardinal Dougherty 1989 — 1993
Diploma, General Studies / Religion / Fine Arts, 3.8
ARRIS April 2015 - June 2015
Health Advocate September 2014 - November 2014
MSI International February 2014 - June 2014
Company Voice September 2013 - December 2013
ProCall Solutions July 2012 - November 2012
BNY Mellon November 2011 - March 2012
Citi June 2009 - March 2011
Vanguard November 2007 - April 2009
Philadelphia University July 2006 - April 2007
Skills
Animation, Maya, Computer Animation, After Effects, Adobe Creative Suite, 3D Studio Max, Microsoft Word, Public Speaking, Spanish, 3D Modeling, Customer Service
Education
Art Institute of Philadelphia 1993 — 1995
Associate Degree in Specialized Technology, Animation & Multimedia, 3.8
Art Institute of Philadelphia 1993 — 1995
Associates Degree, Specialized Technology; Animation & Multimedia
Cardinal Dougherty High School 1989 — 1994
Diploma, Fine/Studio Arts, General
Cardinal Dougherty 1989 — 1993
Diploma, General Studies / Religion / Fine Arts, 3.8
Jaclyn Marsh Jaclyn Marsh's Vanguard Experience July 2011 - September 2011
Job Graduate Assistant to the Business Advisor in the Career Center at UNC Charlotte
Industry Higher Education
Experience
UNC Charlotte August 2013 - Present
UNC Charlotte 2013 - 2015
Gymboree Play & Music March 2012 - September 2013
Vanguard July 2011 - September 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Budgets, Negotiation, Editing
Education
The University of North Carolina in Charlotte 2013 — 2015
Master of Arts (MA), Communication, General
Baldwin-Wallace College 2005 — 2009
Bachelor of Arts (BA), Mass Communication/Media Studies
UNC Charlotte August 2013 - Present
UNC Charlotte 2013 - 2015
Gymboree Play & Music March 2012 - September 2013
Vanguard July 2011 - September 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Budgets, Negotiation, Editing
Education
The University of North Carolina in Charlotte 2013 — 2015
Master of Arts (MA), Communication, General
Baldwin-Wallace College 2005 — 2009
Bachelor of Arts (BA), Mass Communication/Media Studies
Jamie Bustamante Jamie Bustamante's Vanguard Experience June 2012 - August 2012
Job Judicial Law Clerk to The Honorable Jennifer Harlacher Sibum
Industry Legal Services
Experience
The Honorable Jennifer Harlacher Sibum September 2014 - Present
U.S. Court of Appeals for the Third Circuit September 2013 - December 2013
FLSmidth June 2013 - August 2013
Law Offices of Richard A. Lefchak January 2013 - May 2013
Vanguard June 2012 - August 2012
Skills
Legal Writing, Civil Litigation, Westlaw, LexisNexis, Litigation
Education
Villanova University School of Law 2011 — 2014
Ateneo de Manila University 2004 — 2008
Bachelor of Arts (BA), Political Science, Minor in English Literature
The Honorable Jennifer Harlacher Sibum September 2014 - Present
U.S. Court of Appeals for the Third Circuit September 2013 - December 2013
FLSmidth June 2013 - August 2013
Law Offices of Richard A. Lefchak January 2013 - May 2013
Vanguard June 2012 - August 2012
Skills
Legal Writing, Civil Litigation, Westlaw, LexisNexis, Litigation
Education
Villanova University School of Law 2011 — 2014
Ateneo de Manila University 2004 — 2008
Bachelor of Arts (BA), Political Science, Minor in English Literature
Gary Courtright's Vanguard Experience February 2008 - September 2011
Job Financial Strategist
Industry Financial Services
Experience
Independent Contractor September 2014 - Present
G&L Culinary Experience January 2013 - Present
JPMorgan Chase January 2014 - August 2014
Self Employed January 2013 - January 2014
American Advisors Group September 2012 - January 2013
Vanguard February 2008 - September 2011
WADDELL & REED 2006 - 2008
MEN’S WEARHOUSE 2005 - 2006
K&S CONSULTING SERVICES 1998 - 2005
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY 1986 - 1998
Skills
Retirement, Asset, Mutual Funds, Series 7, IRA's, Retirement Planning, Asset Allocation, Series 63, Investment Advisory, 401k, Annuities, Retirement Income..., Financial Advisory, Insurance Planning, Federal and State..., Mortgage Lending, Fixed Annuities, Personal Chef Services, Insurance, Financial Services, Sales, Loans, Equities, Business Development, Investments, Estate Planning, Financial Planners, IRAs, Strategic Financial..., Finance, Financial Planning, Management, Leadership
Education
Babson College
Operations and management training
Independent Contractor September 2014 - Present
G&L Culinary Experience January 2013 - Present
JPMorgan Chase January 2014 - August 2014
Self Employed January 2013 - January 2014
American Advisors Group September 2012 - January 2013
Vanguard February 2008 - September 2011
WADDELL & REED 2006 - 2008
MEN’S WEARHOUSE 2005 - 2006
K&S CONSULTING SERVICES 1998 - 2005
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY 1986 - 1998
Skills
Retirement, Asset, Mutual Funds, Series 7, IRA's, Retirement Planning, Asset Allocation, Series 63, Investment Advisory, 401k, Annuities, Retirement Income..., Financial Advisory, Insurance Planning, Federal and State..., Mortgage Lending, Fixed Annuities, Personal Chef Services, Insurance, Financial Services, Sales, Loans, Equities, Business Development, Investments, Estate Planning, Financial Planners, IRAs, Strategic Financial..., Finance, Financial Planning, Management, Leadership
Education
Babson College
Operations and management training
Angela (Sheridan) Osorio Angela (Sheridan) Osorio's Vanguard Experience December 2013 - Present
Job Service Associate at Vanguard
Industry Staffing and Recruiting
Experience
Vanguard December 2013 - Present
Vanguard October 2011 - December 2013
CareersUSA July 2010 - October 2011
H&R Dental July 2007 - July 2010
Advance Theory, Inc. January 2005 - January 2007
Skills
College Recruiting, Human Resources, Interviews, Onboarding, Recruiting, Talent Acquisition, Graphic Design, Motion Graphics, Customer Service, Strategic Planning, PowerPoint, Management, Leadership, Microsoft Excel, Employee Relations, Applicant Tracking..., Project Management, Training
Education
Art Institute of Philadelphia 2000 — 2004
BS, Media Arts and Animation
Vanguard December 2013 - Present
Vanguard October 2011 - December 2013
CareersUSA July 2010 - October 2011
H&R Dental July 2007 - July 2010
Advance Theory, Inc. January 2005 - January 2007
Skills
College Recruiting, Human Resources, Interviews, Onboarding, Recruiting, Talent Acquisition, Graphic Design, Motion Graphics, Customer Service, Strategic Planning, PowerPoint, Management, Leadership, Microsoft Excel, Employee Relations, Applicant Tracking..., Project Management, Training
Education
Art Institute of Philadelphia 2000 — 2004
BS, Media Arts and Animation
Krasimira Georgieva's Vanguard Experience April 2013 - Present
Job Sales Analyst at Vanguard
Industry Financial Services
Experience
Vanguard April 2013 - Present
Vanguard December 2011 - April 2013
Vanguard March 2008 - December 2011
Vanguard November 2006 - March 2008
Vanguard September 2005 - November 2006
Ithaca College September 2004 - May 2005
Skills
Portfolio Management, Institutional Sales, Project Management, Retirement Benefits, Investment Strategies, Mutual Funds, Investments, Series 6, Series 63, Morningstar Direct, iGrafx, Analysis, Risk Management, Strategy, Financial Reporting, Financial Analysis, Finance, Strategic Financial..., CRM, Financial Planning, Asset Allocation, Financial Services, 401k, Relationship Management, FINRA, Competitive Analysis
Education
Ithaca College 2003 — 2005
Bachelor of Business Administration (BBA), Dual major in Finance and International Business
Bay Path College 2001 — 2003
Bachelor of Business Administration (B.B.A.), International Business
Vanguard April 2013 - Present
Vanguard December 2011 - April 2013
Vanguard March 2008 - December 2011
Vanguard November 2006 - March 2008
Vanguard September 2005 - November 2006
Ithaca College September 2004 - May 2005
Skills
Portfolio Management, Institutional Sales, Project Management, Retirement Benefits, Investment Strategies, Mutual Funds, Investments, Series 6, Series 63, Morningstar Direct, iGrafx, Analysis, Risk Management, Strategy, Financial Reporting, Financial Analysis, Finance, Strategic Financial..., CRM, Financial Planning, Asset Allocation, Financial Services, 401k, Relationship Management, FINRA, Competitive Analysis
Education
Ithaca College 2003 — 2005
Bachelor of Business Administration (BBA), Dual major in Finance and International Business
Bay Path College 2001 — 2003
Bachelor of Business Administration (B.B.A.), International Business
Rhonda Meade Nixon Rhonda Meade Nixon's Vanguard Experience May 2005 - January 2013
Job Experienced Business Operations/Administrative Professional
Industry Financial Services
Experience
Administrator / Virtual Assistant July 2014 - Present
Vanguard May 2005 - January 2013
Wachovia, A Wells Fargo Company July 2004 - May 2005
Verizon March 2004 - June 2004
TIAA-CREF August 2001 - September 2003
TIAA-CREF June 1993 - August 2001
TIAA-CREF June 1992 - June 1993
Chase Bank 1988 - 1991
Manufacturers Hanover Trust Bank 1986 - 1988
American Diabetes Associations 1984 - 1986
Skills
Administrative Support, Spreadsheets, Coordination, Word, Supervisory Skills, Administrative..., Microsoft Office, Lotus Notes, Microsoft Word, Human Resources, Outlook, Time Management, Office Management, Budgets, Accounts Payable, Management, Process Improvement, Vendor Management, Leadership, Customer Service, Administration
Education
Ashford University 2011 — 2012
Associate's Degree, Business, 3.58 GPA (Cum Laude)
University of North Carolina at Charlotte 2002 — 2002
Meeting and Event Planner - Certificate
Sobelsohn Business School, 1986 — 1986
Paralegal Course - Rec'd Certificate
City University of New York-Brooklyn College 1982 — 1984
Eli Whitney Vocational H.S., 1978 — 1982
High School, Business, Received Regents Diploma
Administrator / Virtual Assistant July 2014 - Present
Vanguard May 2005 - January 2013
Wachovia, A Wells Fargo Company July 2004 - May 2005
Verizon March 2004 - June 2004
TIAA-CREF August 2001 - September 2003
TIAA-CREF June 1993 - August 2001
TIAA-CREF June 1992 - June 1993
Chase Bank 1988 - 1991
Manufacturers Hanover Trust Bank 1986 - 1988
American Diabetes Associations 1984 - 1986
Skills
Administrative Support, Spreadsheets, Coordination, Word, Supervisory Skills, Administrative..., Microsoft Office, Lotus Notes, Microsoft Word, Human Resources, Outlook, Time Management, Office Management, Budgets, Accounts Payable, Management, Process Improvement, Vendor Management, Leadership, Customer Service, Administration
Education
Ashford University 2011 — 2012
Associate's Degree, Business, 3.58 GPA (Cum Laude)
University of North Carolina at Charlotte 2002 — 2002
Meeting and Event Planner - Certificate
Sobelsohn Business School, 1986 — 1986
Paralegal Course - Rec'd Certificate
City University of New York-Brooklyn College 1982 — 1984
Eli Whitney Vocational H.S., 1978 — 1982
High School, Business, Received Regents Diploma
Joanne (Small) Gray Joanne (Small) Gray's Vanguard Experience February 2014 - May 2014
Job Snr QA Manager at Comcast
Industry Information Technology and Services
Experience
Comcast August 2014 - Present
QVC June 2014 - August 2014
Vanguard February 2014 - May 2014
HomeNet Automotive September 2013 - February 2014
Exelon May 2013 - August 2013
De Lage Landen October 2011 - May 2013
MedRisk, Inc. July 2010 - March 2011
HomeNet Automotive 2011 - 2011
SEI Investments June 2009 - May 2010
Macquarie Bank 2010 - 2010
Skills
XML, User Acceptance Testing, Test Cases, Test Planning, Business Requirements, Test Director, Quality Center, Quality Assurance, SDLC, Testing, Software Quality..., Agile, System Testing, Regression Testing, Visio, Manual Testing, Requirements Analysis, Waterfall, SQL, Regression, SharePoint, SQL Server, Defect Tracking, Windows, Integration, CSS, HTML, VBScript, MS Project, Team Leadership, Agile Methodologies, Test Management, Software Documentation, QTP, Requirements Gathering, Business Analysis, HP Quality Center, Microsoft SQL Server, Test Automation, Databases, Scrum
Education
Villanova University 2007 — 2008
Masters Certificate, Software Testing
Baruch College 1993 — 1999
BBA, Finance & Investments
San Fernando Secondary 1974 — 1979
GCE O' Levels, University of Cambridge, Cambridge England
Comcast August 2014 - Present
QVC June 2014 - August 2014
Vanguard February 2014 - May 2014
HomeNet Automotive September 2013 - February 2014
Exelon May 2013 - August 2013
De Lage Landen October 2011 - May 2013
MedRisk, Inc. July 2010 - March 2011
HomeNet Automotive 2011 - 2011
SEI Investments June 2009 - May 2010
Macquarie Bank 2010 - 2010
Skills
XML, User Acceptance Testing, Test Cases, Test Planning, Business Requirements, Test Director, Quality Center, Quality Assurance, SDLC, Testing, Software Quality..., Agile, System Testing, Regression Testing, Visio, Manual Testing, Requirements Analysis, Waterfall, SQL, Regression, SharePoint, SQL Server, Defect Tracking, Windows, Integration, CSS, HTML, VBScript, MS Project, Team Leadership, Agile Methodologies, Test Management, Software Documentation, QTP, Requirements Gathering, Business Analysis, HP Quality Center, Microsoft SQL Server, Test Automation, Databases, Scrum
Education
Villanova University 2007 — 2008
Masters Certificate, Software Testing
Baruch College 1993 — 1999
BBA, Finance & Investments
San Fernando Secondary 1974 — 1979
GCE O' Levels, University of Cambridge, Cambridge England
Christopher SOMME' Christopher SOMME''s Vanguard Experience April 2003 - April 2004
Job Marketing & Research & Admin Support
Industry Marketing and Advertising
Experience
Maister Mortgages, Inc. April 2004 - May 2010
Vanguard April 2003 - April 2004
Sutton Fine Art May 2000 - April 2003
Education
Baruch College, City University of New York (CUNY) 1994 — 1997
BS, International Marketing
Maister Mortgages, Inc. April 2004 - May 2010
Vanguard April 2003 - April 2004
Sutton Fine Art May 2000 - April 2003
Education
Baruch College, City University of New York (CUNY) 1994 — 1997
BS, International Marketing
Daniel (Dann) Francis's Vanguard Experience 2004 - 2006
Job Creative Marketing Director & Web Developer
Industry Marketing and Advertising
Experience
Eneslow Pedorthic Enterprises, Inc. June 2006 - December 2014
CanDann Productions June 2007 - June 2011
23rd Street Association 2006 - 2009
Grey Healthcare 2005 - 2006
Vanguard 2004 - 2006
ARTISAN 1997 - 2006
Del Laboratories, Inc 1999 - 2001
Lebhar-Friedman Publishing 1996 - 2000
Aquent (formerly MacTemps) 1993 - 2000
Revlon 1996 - 1998
Skills
Creative Direction, Adobe Creative Suite, Art Direction, Illustrator, Direct Mail, Adobe Acrobat, Flash, InDesign, Layout, Photoshop, Photography, Dreamweaver, Graphics, Event Management, Vendor Management, QuarkXPress, Digital Photography, Photo Editing, Account Management, Creative Problem Solving, Creative Concept..., Print Production..., Offset Printing, Digital Printing, Desktop Support, Production Support, Hardware Support, Vendor Relations, Proficient in InDesign, Fireworks, After Effects, Adobe Illustrator, FTP, Content Management, Online Lead Generation, Long Distance Learning, Technical Design, Javascript & JQuery, Magento, Wordpress, Event Planning, Event Photography, Commercial Product..., Social Networking, Pharmaceutical and..., Retail Advertising and..., Video Production, Wedding Photography, Social Media Marketing, Project Management
Education
Art Institute of Fort Lauderdale 1989 — 1991
A.A.S., Visual Communications
Borough of Manhattan Community College 1986 — 1987
none, Business Management
Eneslow Pedorthic Enterprises, Inc. June 2006 - December 2014
CanDann Productions June 2007 - June 2011
23rd Street Association 2006 - 2009
Grey Healthcare 2005 - 2006
Vanguard 2004 - 2006
ARTISAN 1997 - 2006
Del Laboratories, Inc 1999 - 2001
Lebhar-Friedman Publishing 1996 - 2000
Aquent (formerly MacTemps) 1993 - 2000
Revlon 1996 - 1998
Skills
Creative Direction, Adobe Creative Suite, Art Direction, Illustrator, Direct Mail, Adobe Acrobat, Flash, InDesign, Layout, Photoshop, Photography, Dreamweaver, Graphics, Event Management, Vendor Management, QuarkXPress, Digital Photography, Photo Editing, Account Management, Creative Problem Solving, Creative Concept..., Print Production..., Offset Printing, Digital Printing, Desktop Support, Production Support, Hardware Support, Vendor Relations, Proficient in InDesign, Fireworks, After Effects, Adobe Illustrator, FTP, Content Management, Online Lead Generation, Long Distance Learning, Technical Design, Javascript & JQuery, Magento, Wordpress, Event Planning, Event Photography, Commercial Product..., Social Networking, Pharmaceutical and..., Retail Advertising and..., Video Production, Wedding Photography, Social Media Marketing, Project Management
Education
Art Institute of Fort Lauderdale 1989 — 1991
A.A.S., Visual Communications
Borough of Manhattan Community College 1986 — 1987
none, Business Management
Jennifer Landis Jennifer Landis's Vanguard Experience October 2010 - Present
Job Flagship Assigned Representative at The Vanguard Group
Industry Financial Services
Experience
Vanguard October 2010 - Present
RD Team April 2008 - August 2008
Gap Inc. April 2007 - August 2008
UK Trade & Investment January 2008 - April 2008
University of Pittsburgh August 2007 - April 2008
WXPN April 2007 - August 2007
Skills
Series 6, Series 63, Mandarin Chinese, Series 7, Retirement Planning, Portfolio Management, Event Planning, Time Management, International Marketing, Data Analysis, Mutual Funds, Strategic Financial..., Asset Allocation, Bloomberg Terminal, Client Services, Financial Services, International Business, Relationship Management, Photoshop, Teamwork, Sales, Leadership
Education
University of Pittsburgh 2006 — 2010
Bachelor of Arts, Chinese and Business; Concentration: International Marketing
Beijing Foreign Studies University 2009 — 2009
Intensive Mandarin Chinese Language Program
Imperial College London 2008 — 2008
International Education
Villanova University
Master of Business Administration (M.B.A.)
Vanguard October 2010 - Present
RD Team April 2008 - August 2008
Gap Inc. April 2007 - August 2008
UK Trade & Investment January 2008 - April 2008
University of Pittsburgh August 2007 - April 2008
WXPN April 2007 - August 2007
Skills
Series 6, Series 63, Mandarin Chinese, Series 7, Retirement Planning, Portfolio Management, Event Planning, Time Management, International Marketing, Data Analysis, Mutual Funds, Strategic Financial..., Asset Allocation, Bloomberg Terminal, Client Services, Financial Services, International Business, Relationship Management, Photoshop, Teamwork, Sales, Leadership
Education
University of Pittsburgh 2006 — 2010
Bachelor of Arts, Chinese and Business; Concentration: International Marketing
Beijing Foreign Studies University 2009 — 2009
Intensive Mandarin Chinese Language Program
Imperial College London 2008 — 2008
International Education
Villanova University
Master of Business Administration (M.B.A.)
Edward Reavy Edward Reavy's Vanguard Experience July 1999 - February 2007
Job Customer Service Professional With Extensive Technical Background / Loan Modification and Consulting Specialist
Industry Management Consulting
Experience
Coast To Coast Home Solutions August 2010 - Present
Consumer Relief Group March 2010 - August 2010
Loan Solutions December 2009 - March 2010
NY Financial Group July 2009 - December 2009
Gulfstream Processing April 2008 - July 2009
Comcast Corp March 2007 - March 2008
Vanguard July 1999 - February 2007
Skills
Business Strategy, Management Consulting, Small Business..., Sales Support, Process Improvement, Extensive Technical..., Superior customer..., Skilled in Excel, Word,..., Call Centers, Customer Service, Sales, Training, Management, Negotiation, Microsoft Excel
Education
Art Institute of Philadelphia 1992 — 1994
Industrial Design Technology
Eastern Regional High School 1987 — 1990
High School Diploma
Camden County College
Business Administration
Coast To Coast Home Solutions August 2010 - Present
Consumer Relief Group March 2010 - August 2010
Loan Solutions December 2009 - March 2010
NY Financial Group July 2009 - December 2009
Gulfstream Processing April 2008 - July 2009
Comcast Corp March 2007 - March 2008
Vanguard July 1999 - February 2007
Skills
Business Strategy, Management Consulting, Small Business..., Sales Support, Process Improvement, Extensive Technical..., Superior customer..., Skilled in Excel, Word,..., Call Centers, Customer Service, Sales, Training, Management, Negotiation, Microsoft Excel
Education
Art Institute of Philadelphia 1992 — 1994
Industrial Design Technology
Eastern Regional High School 1987 — 1990
High School Diploma
Camden County College
Business Administration
Susan Derer Susan Derer's Vanguard Experience September 2014 - Present
Job Administrative Associate
Industry Financial Services
Experience
Vanguard September 2014 - Present
Anthem Institute September 2012 - August 2014
Pennsylvania Institute of Technology July 2007 - June 2011
Pennsylvania Institute of Technology July 2007 - August 2009
Delaware Valley Bobcat 2004 - 2006
Skills
Teaching, Career Counseling, E-Learning, Classroom, Instructional Design, Tutoring, Student Recruiting, Nonprofits
Education
Art Institute of Philadelphia 1996 — 1999
A.A., Graphic Design
Temple University 1994 — 1996
N/A, Radio, Television, and Digital Communication
Vanguard September 2014 - Present
Anthem Institute September 2012 - August 2014
Pennsylvania Institute of Technology July 2007 - June 2011
Pennsylvania Institute of Technology July 2007 - August 2009
Delaware Valley Bobcat 2004 - 2006
Skills
Teaching, Career Counseling, E-Learning, Classroom, Instructional Design, Tutoring, Student Recruiting, Nonprofits
Education
Art Institute of Philadelphia 1996 — 1999
A.A., Graphic Design
Temple University 1994 — 1996
N/A, Radio, Television, and Digital Communication
Adrian Davis Adrian Davis's Vanguard Experience February 2013 - January 2014
Job Rich Media Designer at Vanguard
Industry Investment Management
Experience
Vanguard February 2013 - January 2014
Powerhouse Deliverance Ministries, Inc. October 2012 - January 2013
BAYADA Home Health Care November 2012 - November 2012
AccessToPatients - MediciGlobal Inc., Patient Recruitment & Retention February 2012 - September 2012
Team Sports Planet, Inc. January 2007 - April 2012
World Communications Charter School August 2009 - August 2009
Saul Ewing LLP June 2006 - February 2007
Zig Zag Net, Inc. April 2006 - June 2006
Art Institute of Philadelphia 2003 - 2006
Skills
Web Design, Email Marketing, Advertising, Graphic Design, Dreamweaver, Illustration, Flash, Illustrator, CSS, Blogging, Website Building, User Interface Design, InDesign, Photoshop, Social Media, HTML 5, XHTML, Social Media Marketing, jQuery, QuarkXPress, Information Architecture, Microsoft CRM, Online Marketing, Team Leadership, Vector Illustration, Usability Design, Usability, Niche Marketing, Search Engine..., Search Engine Marketing, Email Design, Blog Management, Blog Development, Web Development, Web Analytics, Google Analytics, Google Adwords, Google Webmaster Tools, Web 2.0, PHP, phpMyAdmin, XML, RSS, JavaScript, Digital Photography, Photo Editing, Product Photography, Marketing Strategy, MySQL, XSD
Education
Art Institute of Philadelphia 2002 — 2006
Bachelor of Science, Graphic Design
Vanguard February 2013 - January 2014
Powerhouse Deliverance Ministries, Inc. October 2012 - January 2013
BAYADA Home Health Care November 2012 - November 2012
AccessToPatients - MediciGlobal Inc., Patient Recruitment & Retention February 2012 - September 2012
Team Sports Planet, Inc. January 2007 - April 2012
World Communications Charter School August 2009 - August 2009
Saul Ewing LLP June 2006 - February 2007
Zig Zag Net, Inc. April 2006 - June 2006
Art Institute of Philadelphia 2003 - 2006
Skills
Web Design, Email Marketing, Advertising, Graphic Design, Dreamweaver, Illustration, Flash, Illustrator, CSS, Blogging, Website Building, User Interface Design, InDesign, Photoshop, Social Media, HTML 5, XHTML, Social Media Marketing, jQuery, QuarkXPress, Information Architecture, Microsoft CRM, Online Marketing, Team Leadership, Vector Illustration, Usability Design, Usability, Niche Marketing, Search Engine..., Search Engine Marketing, Email Design, Blog Management, Blog Development, Web Development, Web Analytics, Google Analytics, Google Adwords, Google Webmaster Tools, Web 2.0, PHP, phpMyAdmin, XML, RSS, JavaScript, Digital Photography, Photo Editing, Product Photography, Marketing Strategy, MySQL, XSD
Education
Art Institute of Philadelphia 2002 — 2006
Bachelor of Science, Graphic Design
Jake Gillman's Vanguard Experience October 2014 - Present
Job Client Relationship Associate at Vanguard
Industry Financial Services
Experience
Vanguard October 2014 - Present
Nevada Army National Guard September 2013 - July 2015
Comtechnologies January 2014 - October 2014
Planet Hollywood Resort and Casino February 2013 - September 2013
Nevada National Guard March 2012 - September 2013
US Army October 2010 - March 2012
TSA March 2006 - September 2010
DICK'S Sporting Goods November 2002 - September 2004
Skills
Military Experience, Weapons, Military Operations, Operational Planning, Military, Army, Emergency Management, Security Clearance, Command, Force Protection, Counterterrorism, Leadership, DoD, Tactics, Operations Management, Microsoft Office, Inventory Management, Data Entry, Logistics, Teaching, Time Management, Military Training, Resilience, Conflict Resolution
Education
Ashford University 2013 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.5
Ashford University 2011 — 2013
Bachelor of Arts (BA), Health/Health Care Administration/Management, 3.5
University of Nevada-Las Vegas 2002 — 2013
Bachelor of Science (BS), Health/Health Care Administration/Management
Vanguard October 2014 - Present
Nevada Army National Guard September 2013 - July 2015
Comtechnologies January 2014 - October 2014
Planet Hollywood Resort and Casino February 2013 - September 2013
Nevada National Guard March 2012 - September 2013
US Army October 2010 - March 2012
TSA March 2006 - September 2010
DICK'S Sporting Goods November 2002 - September 2004
Skills
Military Experience, Weapons, Military Operations, Operational Planning, Military, Army, Emergency Management, Security Clearance, Command, Force Protection, Counterterrorism, Leadership, DoD, Tactics, Operations Management, Microsoft Office, Inventory Management, Data Entry, Logistics, Teaching, Time Management, Military Training, Resilience, Conflict Resolution
Education
Ashford University 2013 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.5
Ashford University 2011 — 2013
Bachelor of Arts (BA), Health/Health Care Administration/Management, 3.5
University of Nevada-Las Vegas 2002 — 2013
Bachelor of Science (BS), Health/Health Care Administration/Management
Perry Board's Vanguard Experience July 2014 - Present
Job Senior Strategy Analyst at Vanguard
Industry Financial Services
Experience
Vanguard July 2014 - Present
Vanguard April 2012 - July 2014
Vanguard April 2010 - March 2012
Vanguard January 2008 - April 2010
Vanguard June 2005 - January 2008
Gabriel Entertainment 2000 - 2005
Eviciti 1999 - 2000
Phillips Design Group 1996 - 1999
Skills
FINRA Series 6, Series 63, Series 7, Series 24, Mutual Funds, Investments, Wealth Management, Relationship Management, Retirement Planning, Asset Allocation, ETFs, Financial Services, Process Improvement, Project Management, Service Management
Education
Arizona State University, W. P. Carey School of Business 2009 — 2011
MBA, Marketing
Taylor University 1991 — 1995
BS, Art / Education
Vanguard July 2014 - Present
Vanguard April 2012 - July 2014
Vanguard April 2010 - March 2012
Vanguard January 2008 - April 2010
Vanguard June 2005 - January 2008
Gabriel Entertainment 2000 - 2005
Eviciti 1999 - 2000
Phillips Design Group 1996 - 1999
Skills
FINRA Series 6, Series 63, Series 7, Series 24, Mutual Funds, Investments, Wealth Management, Relationship Management, Retirement Planning, Asset Allocation, ETFs, Financial Services, Process Improvement, Project Management, Service Management
Education
Arizona State University, W. P. Carey School of Business 2009 — 2011
MBA, Marketing
Taylor University 1991 — 1995
BS, Art / Education
Evan Jonas, CFP(R) Evan Jonas, CFP(R)'s Vanguard Experience June 2011 - March 2015
Job Associate Retirement Financial Planner at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2015 - Present
Air National Guard June 2010 - Present
Vanguard June 2011 - March 2015
Skills
Strategic Financial..., Risk Management, Mutual Funds, Asset Allocation, Series 7, Series 63, Investment Strategies, Wealth Management, Banking, Financial Analysis, Retirement, Retirement Planning, Investment Advisory, Analysis, Investments
Education
Queens University of Charlotte 2013 — 2015
Professional Certification, Financial Planning and Services
Belmont Abbey College 2006 — 2010
Bachelor's degree, Business Administration and Management, General
TIAA-CREF March 2015 - Present
Air National Guard June 2010 - Present
Vanguard June 2011 - March 2015
Skills
Strategic Financial..., Risk Management, Mutual Funds, Asset Allocation, Series 7, Series 63, Investment Strategies, Wealth Management, Banking, Financial Analysis, Retirement, Retirement Planning, Investment Advisory, Analysis, Investments
Education
Queens University of Charlotte 2013 — 2015
Professional Certification, Financial Planning and Services
Belmont Abbey College 2006 — 2010
Bachelor's degree, Business Administration and Management, General
Anitha Fiest's Vanguard Experience June 2014 - May 2015
Job Financial Services Consultant
Industry Financial Services
Experience
TIAA-CREF August 2015 - Present
Vanguard June 2014 - May 2015
Vanguard September 2012 - June 2014
Charles Schwab December 2004 - October 2008
Skills
Mutual Funds, Series 6, Series 63, Financial Services, Investments, Process Improvement, Banking
Education
Bangalore University
Bachelor's degree
Jyothi Nivas College
Bachelor's degree
TIAA-CREF August 2015 - Present
Vanguard June 2014 - May 2015
Vanguard September 2012 - June 2014
Charles Schwab December 2004 - October 2008
Skills
Mutual Funds, Series 6, Series 63, Financial Services, Investments, Process Improvement, Banking
Education
Bangalore University
Bachelor's degree
Jyothi Nivas College
Bachelor's degree
Elizabeth Swartz Elizabeth Swartz's Vanguard Experience July 2014 - Present
Job Client Relationship Specialist at Vanguard
Industry Accounting
Experience
Vanguard July 2014 - Present
Azusa Pacific University October 2011 - May 2014
Nancy's Embroidery March 2008 - September 2012
Various Employers January 2005 - September 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Teamwork, Research, Teaching
Education
Azusa Pacific University 2010 — 2014
Bachelor of Science, Accounting
Vanguard July 2014 - Present
Azusa Pacific University October 2011 - May 2014
Nancy's Embroidery March 2008 - September 2012
Various Employers January 2005 - September 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Teamwork, Research, Teaching
Education
Azusa Pacific University 2010 — 2014
Bachelor of Science, Accounting
Drew Harpp Drew Harpp's Vanguard Experience March 2012 - November 2012
Job Sales Manager
Industry Financial Services
Experience
UBS Financial Svc Inc August 2013 - Present
TIAA-CREF November 2012 - May 2013
Vanguard March 2012 - November 2012
Merrill Lynch March 2011 - April 2012
Edward Jones March 2008 - February 2011
The Melting Pot Restaurants March 2006 - March 2009
Days Inn June 1999 - August 2004
Education
Ashford University 2012 — 2016
Master of Business Administration (MBA), Finance
Wingate University 2002 — 2006
Bachelor of Arts (B.A.), Business Administration and Management, General
Coastal Carolina 2003 — 2004
Horry-Georgetown Technical College 2003 — 2004
Associate of Arts (AA), Business
Plattsburgh State University 2001 — 2002
UBS Financial Svc Inc August 2013 - Present
TIAA-CREF November 2012 - May 2013
Vanguard March 2012 - November 2012
Merrill Lynch March 2011 - April 2012
Edward Jones March 2008 - February 2011
The Melting Pot Restaurants March 2006 - March 2009
Days Inn June 1999 - August 2004
Education
Ashford University 2012 — 2016
Master of Business Administration (MBA), Finance
Wingate University 2002 — 2006
Bachelor of Arts (B.A.), Business Administration and Management, General
Coastal Carolina 2003 — 2004
Horry-Georgetown Technical College 2003 — 2004
Associate of Arts (AA), Business
Plattsburgh State University 2001 — 2002
Nigel Benloss Nigel Benloss's Vanguard Experience 2007 - Present
Job owner
Industry Consumer Services
Experience
British Cleaning Services, LLC 2013 - Present
Vanguard 2007 - Present
Skills
Small Business, Entrepreneurship, Team Building, Customer Service, Series 63, Series 7, Series 6, Real Estate License, Problem Solving, Commercial Cleaning, Financial Services, Brokerage, Issue Resolution, Mutual Funds, Carpet Cleaning, Financial Planners, Business Planning
Education
Baruch College
Bachelor of Business Administration (BBA), Accounting
British Cleaning Services, LLC 2013 - Present
Vanguard 2007 - Present
Skills
Small Business, Entrepreneurship, Team Building, Customer Service, Series 63, Series 7, Series 6, Real Estate License, Problem Solving, Commercial Cleaning, Financial Services, Brokerage, Issue Resolution, Mutual Funds, Carpet Cleaning, Financial Planners, Business Planning
Education
Baruch College
Bachelor of Business Administration (BBA), Accounting
Danae Rawlinson's Vanguard Experience October 2008 - February 2009
Job Membership Team LeadAustin area at Girl Scouts of Central Texas
Industry Civic & Social Organization
Experience
Girl Scouts of Central Texas September 2014 - Present
Girl Scouts of Central Texas September 2012 - September 2014
American Express August 2009 - July 2011
Vanguard October 2008 - February 2009
Emissions Technology Inc November 2007 - June 2008
American Funds September 2006 - November 2007
University of North Carolina at Chapel Hill-Institute on Aging March 2004 - June 2006
Skills
Project Management, Friendly Personality, Team-oriented, Volunteer Management, Human Resources, Conflict Management, Microsoft Office, Accounts Payable, Budgets, Data Analysis, Helping Others Succeed, Team Building, Executive..., Process Improvement, Executive Support, Calendaring, Oral & Written..., Qualified Retirement...
Education
University of North Carolina at Chapel Hill 2002 — 2006
BA, English
Austin Community College 2013 — 2013
Continuing Educaion-Certificate in Volunteer Management
The University of Texas at Austin 2013 — 2013
Continuing Education-SHRM Essentials of Human Resources
Girl Scouts of Central Texas September 2014 - Present
Girl Scouts of Central Texas September 2012 - September 2014
American Express August 2009 - July 2011
Vanguard October 2008 - February 2009
Emissions Technology Inc November 2007 - June 2008
American Funds September 2006 - November 2007
University of North Carolina at Chapel Hill-Institute on Aging March 2004 - June 2006
Skills
Project Management, Friendly Personality, Team-oriented, Volunteer Management, Human Resources, Conflict Management, Microsoft Office, Accounts Payable, Budgets, Data Analysis, Helping Others Succeed, Team Building, Executive..., Process Improvement, Executive Support, Calendaring, Oral & Written..., Qualified Retirement...
Education
University of North Carolina at Chapel Hill 2002 — 2006
BA, English
Austin Community College 2013 — 2013
Continuing Educaion-Certificate in Volunteer Management
The University of Texas at Austin 2013 — 2013
Continuing Education-SHRM Essentials of Human Resources
Nicholas Piccarreta, CFP® Nicholas Piccarreta, CFP®'s Vanguard Experience January 2015 - Present
Job Investment Analyst at Vanguard
Industry Financial Services
Experience
Vanguard January 2015 - Present
Vanguard April 2013 - January 2015
Vanguard June 2012 - April 2013
USAA June 2007 - February 2012
USAA May 2006 - June 2007
USAA August 2005 - May 2006
Skills
Certified Financial..., Series 7, Series 63, Financial Advisory, Financial Planning, Sales Operations, Insurance, Financial Analysis, Investments, Financial Modeling, Microsoft Office, Microsoft Excel, Sales, Customer Service, Mutual Funds, Asset Allocation, Wealth Management, Retirement Planning, Strategic Financial..., Investment Management, Time Management, Relationship Management
Education
Arizona State University, W. P. Carey School of Business 2011 — 2012
B.S, Finance
University of Arizona, Eller College of Management 2014 — 2017
Master of Business Administration (MBA)
Vanguard January 2015 - Present
Vanguard April 2013 - January 2015
Vanguard June 2012 - April 2013
USAA June 2007 - February 2012
USAA May 2006 - June 2007
USAA August 2005 - May 2006
Skills
Certified Financial..., Series 7, Series 63, Financial Advisory, Financial Planning, Sales Operations, Insurance, Financial Analysis, Investments, Financial Modeling, Microsoft Office, Microsoft Excel, Sales, Customer Service, Mutual Funds, Asset Allocation, Wealth Management, Retirement Planning, Strategic Financial..., Investment Management, Time Management, Relationship Management
Education
Arizona State University, W. P. Carey School of Business 2011 — 2012
B.S, Finance
University of Arizona, Eller College of Management 2014 — 2017
Master of Business Administration (MBA)
Cindy Samaniego Cindy Samaniego's Vanguard Experience April 2015 - Present
Job Fund Financial Analyst at Vanguard
Industry Financial Services
Experience
Vanguard April 2015 - Present
Vanguard September 2011 - April 2015
Vanguard May 2011 - September 2011
Skills
Research, Public Speaking, Customer Service, Editing, Mutual Funds, Series 63, Series 6, Community Development, Financial Analysis, Investments, Strategic Planning
Education
University of Arizona 2014 — 2015
Master of Business Administration (M.B.A.), Entrepreneurship
Northern Arizona University
Bachelor of Business Administration (B.B.A.), Finance and Management
Arizona Western College 2007 — 2009
Associate's Degree, Business
Vanguard April 2015 - Present
Vanguard September 2011 - April 2015
Vanguard May 2011 - September 2011
Skills
Research, Public Speaking, Customer Service, Editing, Mutual Funds, Series 63, Series 6, Community Development, Financial Analysis, Investments, Strategic Planning
Education
University of Arizona 2014 — 2015
Master of Business Administration (M.B.A.), Entrepreneurship
Northern Arizona University
Bachelor of Business Administration (B.B.A.), Finance and Management
Arizona Western College 2007 — 2009
Associate's Degree, Business
Hazel Stoute, CPA, CGMA's Vanguard Experience December 1996 - August 1997
Job Consultant at RGP I Bridging the gap between Finance and Operations
Industry Management Consulting
Experience
Resources Global Professionals September 2014 - Present
Independent Consultant July 2006 - August 2014
Royal Canadian Geographical Society/Canadian Geographic February 2007 - October 2008
National Geographic Society August 2001 - June 2006
Public Financial Management November 1997 - March 2001
Vanguard December 1996 - August 1997
John Wiley and Sons December 1989 - August 1996
Deloitte October 1983 - May 1986
Skills
Business Planning, Finance, Strategy, Process Improvement, Management, Financial Analysis, Strategic Planning, Budgets, Variance Analysis, Financial Modeling, Managerial Finance, Leadership, Business Process, Forecasting, Oracle
Education
City University of New York-Baruch College
BBA/MBA (5 year program)
Stuyvesant High School
High School
Resources Global Professionals September 2014 - Present
Independent Consultant July 2006 - August 2014
Royal Canadian Geographical Society/Canadian Geographic February 2007 - October 2008
National Geographic Society August 2001 - June 2006
Public Financial Management November 1997 - March 2001
Vanguard December 1996 - August 1997
John Wiley and Sons December 1989 - August 1996
Deloitte October 1983 - May 1986
Skills
Business Planning, Finance, Strategy, Process Improvement, Management, Financial Analysis, Strategic Planning, Budgets, Variance Analysis, Financial Modeling, Managerial Finance, Leadership, Business Process, Forecasting, Oracle
Education
City University of New York-Baruch College
BBA/MBA (5 year program)
Stuyvesant High School
High School
Yonit Upart's Vanguard Experience June 2014 - August 2014
Job Student at Arizona State University
Industry Higher Education
Experience
Vanguard June 2014 - August 2014
Red Bull June 2012 - May 2013
Barrett Honors College Council June 2012 - May 2013
Lifetime Fitness January 2010 - February 2012
Lifetime Fitness June 2009 - July 2011
Lifetime Fitness October 2009 - December 2009
Skills
Social Media, Event Planning, PowerPoint, Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, Public Speaking, Social Networking, Event Management, Social Media Marketing, Teamwork, Leadership
Education
Arizona State University, W. P. Carey School of Business 2011 — 2015
Marketing, BS and Political Science, BA
Vanguard June 2014 - August 2014
Red Bull June 2012 - May 2013
Barrett Honors College Council June 2012 - May 2013
Lifetime Fitness January 2010 - February 2012
Lifetime Fitness June 2009 - July 2011
Lifetime Fitness October 2009 - December 2009
Skills
Social Media, Event Planning, PowerPoint, Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, Public Speaking, Social Networking, Event Management, Social Media Marketing, Teamwork, Leadership
Education
Arizona State University, W. P. Carey School of Business 2011 — 2015
Marketing, BS and Political Science, BA
William Talley William Talley's Vanguard Experience 2008 - 2011
Job Managing Director at Investment Research & Advisory Group, Inc.
Industry Financial Services
Experience
Investment Research & Advisory Group, Inc. October 2014 - Present
Fidelity Investments October 2011 - 2014
Vanguard 2008 - 2011
The Newport Group 2005 - 2008
Skills
401k, Investments, Financial Services, Retirement Planning, Series 63, ERISA, Defined Contribution, Defined Benefit, Pensions, Series 6, Mutual Funds, Asset Allocation
Education
Rollins College 2001 — 2003
Master of Business Administration, Business
Auburn University 1981 — 1985
Bachelor of Science, Business
Investment Research & Advisory Group, Inc. October 2014 - Present
Fidelity Investments October 2011 - 2014
Vanguard 2008 - 2011
The Newport Group 2005 - 2008
Skills
401k, Investments, Financial Services, Retirement Planning, Series 63, ERISA, Defined Contribution, Defined Benefit, Pensions, Series 6, Mutual Funds, Asset Allocation
Education
Rollins College 2001 — 2003
Master of Business Administration, Business
Auburn University 1981 — 1985
Bachelor of Science, Business
Bill Eldredge Bill Eldredge's Vanguard Experience March 2012 - December 2013
Job Financial Services
Industry Financial Services
Experience
Vanguard March 2012 - December 2013
Red Ventures April 2011 - November 2011
Merrill Lynch September 2007 - January 2011
Ameriprise Financial Services December 2006 - August 2007
Colonial Life 2003 - 2006
Skills
Inside Sales, Group Presentations, Training & Development, Series 7, Insurance, Series 66, Benefits, Small Business, Investments, Accident, Public Speaking, Retirement Planning, Financial Planning, Strategic Financial..., Uniform Combined State..., Series 63, Portfolio Management, Sales, Credit, Options, Securities, Mutual Funds, Relationship Management, Employee Training, Financial Services, Employee Benefits, Equities
Education
Yoga Shala Charlotte 2013 — 2013
RYT 200 Hour, Yoga Teacher Training
Belmont Abbey College 1999 — 2002
B.A., Business, CIS
George Washington High School 1979 — 1983
Vanguard March 2012 - December 2013
Red Ventures April 2011 - November 2011
Merrill Lynch September 2007 - January 2011
Ameriprise Financial Services December 2006 - August 2007
Colonial Life 2003 - 2006
Skills
Inside Sales, Group Presentations, Training & Development, Series 7, Insurance, Series 66, Benefits, Small Business, Investments, Accident, Public Speaking, Retirement Planning, Financial Planning, Strategic Financial..., Uniform Combined State..., Series 63, Portfolio Management, Sales, Credit, Options, Securities, Mutual Funds, Relationship Management, Employee Training, Financial Services, Employee Benefits, Equities
Education
Yoga Shala Charlotte 2013 — 2013
RYT 200 Hour, Yoga Teacher Training
Belmont Abbey College 1999 — 2002
B.A., Business, CIS
George Washington High School 1979 — 1983
Gina Heiberger Gina Heiberger's Vanguard Experience March 2009 - September 2010
Job Corporate Action Administrator at The Vanguard Group
Industry Financial Services
Experience
The Vanguard Group September 2010 - Present
Vanguard March 2009 - September 2010
The Vanguard Group April 2007 - March 2009
First Credit Union June 2005 - April 2007
Skills
Strategic Financial..., Series 7, Business Relationship..., Risk Management, Financial Analysis, Finance, Corporate Actions, Project Management, Relationship Management, Series 63, Investments, Equity Trading, 401k, Banking, Asset Allocation, Mutual Funds, Bloomberg Terminal, microsoft o, Stocks, Bonds, Options
Education
University of Arizona, Eller College of Management 2011 — 2012
MBA
Augsburg College 2001 — 2005
Bachelors, Business Administration - Management
The Vanguard Group September 2010 - Present
Vanguard March 2009 - September 2010
The Vanguard Group April 2007 - March 2009
First Credit Union June 2005 - April 2007
Skills
Strategic Financial..., Series 7, Business Relationship..., Risk Management, Financial Analysis, Finance, Corporate Actions, Project Management, Relationship Management, Series 63, Investments, Equity Trading, 401k, Banking, Asset Allocation, Mutual Funds, Bloomberg Terminal, microsoft o, Stocks, Bonds, Options
Education
University of Arizona, Eller College of Management 2011 — 2012
MBA
Augsburg College 2001 — 2005
Bachelors, Business Administration - Management
Jason Harmon Jason Harmon's Vanguard Experience March 2013 - Present
Job Sr. UI/UX Designer, Information Architect, Frontend Developer at Vanguard
Industry Marketing and Advertising
Experience
Vanguard March 2013 - Present
True Action August 2012 - December 2012
Creative Force February 2011 - October 2012
Interlink Healthcare Communications January 2008 - February 2011
Cline Davis & Mann 2010 - 2010
O3 Media 2002 - 2007
Berkeley Training Corp. August 1997 - August 1999
Skills
HTML 5, HTML, jQuery, Web Development, JavaScript, Photoshop, Dreamweaver, After Effects, Final Cut Studio, AJAX, Pro Tools, jQuery UI, Illustrator, WordPress, Interaction Design, Coda, PHP, Lightroom, HTML5, Lightwave, CMS, Responsive Web Design, Premiere, Flash, Web Design, CSS
Education
Art Institute of Philadelphia 1995 — 1996
Specialized Business
Vanguard March 2013 - Present
True Action August 2012 - December 2012
Creative Force February 2011 - October 2012
Interlink Healthcare Communications January 2008 - February 2011
Cline Davis & Mann 2010 - 2010
O3 Media 2002 - 2007
Berkeley Training Corp. August 1997 - August 1999
Skills
HTML 5, HTML, jQuery, Web Development, JavaScript, Photoshop, Dreamweaver, After Effects, Final Cut Studio, AJAX, Pro Tools, jQuery UI, Illustrator, WordPress, Interaction Design, Coda, PHP, Lightroom, HTML5, Lightwave, CMS, Responsive Web Design, Premiere, Flash, Web Design, CSS
Education
Art Institute of Philadelphia 1995 — 1996
Specialized Business
Andrez Hernandez's Vanguard Experience October 2009 - Present
Job Flagship Inbound Representative at Vanguard
Industry Financial Services
Experience
Vanguard October 2009 - Present
Vanguard October 2009 - April 2012
Costco Wholesale October 2005 - December 2011
Northwestern Mutual Financial Network May 2008 - June 2009
Phoenix Suns February 2007 - April 2007
Education
Arizona State University West 2005 — 2009
Finance
Brophy College Preparatory 2001 — 2005
Vanguard October 2009 - Present
Vanguard October 2009 - April 2012
Costco Wholesale October 2005 - December 2011
Northwestern Mutual Financial Network May 2008 - June 2009
Phoenix Suns February 2007 - April 2007
Education
Arizona State University West 2005 — 2009
Finance
Brophy College Preparatory 2001 — 2005
Donna Allardice Donna Allardice's Vanguard Experience May 2011 - February 2014
Job Investment Specialist at Vanguard
Industry Financial Services
Experience
TIAA-CREF February 2014 - Present
Vanguard May 2011 - February 2014
Ascend One October 2010 - May 2011
Jackson National Life 2007 - 2010
AT&T June 1993 - May 2005
Skills
Wealth Management, Asset Allocation, Mutual Funds, Series 7, Series 63, Investments, Retirement Planning, Portfolio Management, Fixed Annuities, Retirement, Strategic Financial..., Asset Management, Financial Services, Securities, Risk Management, Life and Health...
Education
Belmont Abbey College 2000 — 2004
Bachelor's degree, Business, Management
TIAA-CREF February 2014 - Present
Vanguard May 2011 - February 2014
Ascend One October 2010 - May 2011
Jackson National Life 2007 - 2010
AT&T June 1993 - May 2005
Skills
Wealth Management, Asset Allocation, Mutual Funds, Series 7, Series 63, Investments, Retirement Planning, Portfolio Management, Fixed Annuities, Retirement, Strategic Financial..., Asset Management, Financial Services, Securities, Risk Management, Life and Health...
Education
Belmont Abbey College 2000 — 2004
Bachelor's degree, Business, Management
Dan Yaw Offe Jr.'s Vanguard Experience September 2013 - Present
Job Investment Professional
Industry Investment Management
Experience
Vanguard September 2013 - Present
SECU May 2011 - September 2013
State Employees' Credit Union November 2006 - September 2011
Branch Banking and Trust August 2004 - October 2006
Skills
Financial Analysis, Banking, Consumer Lending, Underwriting, Retail Banking, Credit Analysis, Top-notch Customer..., IRAs, Financial Transactions, 529 Plans, 401k Rollovers, Compliance, Account Management, Credit Counseling, PowerPoint, Word, Exel, Data Analysis, Credit, Loan Servicing, Mortgage Lending, Financial Services, Investments, Loans, Management, Customer Service, Access, Risk Management, Analysis, Microsoft Word, Finance, Portfolio Management, Business Strategy, Strategic Planning, Team Building, Microsoft Excel
Education
Barton College 2000 — 2004
BS/BA, Economics/Religion and Philosophy
St. Augustine's College, Cape Coast (Ghana)
Vanguard September 2013 - Present
SECU May 2011 - September 2013
State Employees' Credit Union November 2006 - September 2011
Branch Banking and Trust August 2004 - October 2006
Skills
Financial Analysis, Banking, Consumer Lending, Underwriting, Retail Banking, Credit Analysis, Top-notch Customer..., IRAs, Financial Transactions, 529 Plans, 401k Rollovers, Compliance, Account Management, Credit Counseling, PowerPoint, Word, Exel, Data Analysis, Credit, Loan Servicing, Mortgage Lending, Financial Services, Investments, Loans, Management, Customer Service, Access, Risk Management, Analysis, Microsoft Word, Finance, Portfolio Management, Business Strategy, Strategic Planning, Team Building, Microsoft Excel
Education
Barton College 2000 — 2004
BS/BA, Economics/Religion and Philosophy
St. Augustine's College, Cape Coast (Ghana)
Aaron Klein Aaron Klein's Vanguard Experience June 2013 - June 2015
Job Investment Services Analyst at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2015 - Present
Vanguard June 2013 - June 2015
Augsburg College January 2013 - May 2013
Financial Concepts, Inc. October 2012 - May 2013
UPS Store October 2010 - October 2012
Skills
Microsoft Excel, Data Analysis, PowerPoint, Morningstar, Insurance
Education
Augsburg College 2009 — 2013
Bachelor's degree, Finance, General
Bond University 2012 — 2012
Bachelor's degree
TIAA-CREF June 2015 - Present
Vanguard June 2013 - June 2015
Augsburg College January 2013 - May 2013
Financial Concepts, Inc. October 2012 - May 2013
UPS Store October 2010 - October 2012
Skills
Microsoft Excel, Data Analysis, PowerPoint, Morningstar, Insurance
Education
Augsburg College 2009 — 2013
Bachelor's degree, Finance, General
Bond University 2012 — 2012
Bachelor's degree
Brandy Wright Brandy Wright's Vanguard Experience January 2006 - July 2009
Job Patient Case Coordinator at Lash Group
Industry Hospital & Health Care
Experience
Lash Group November 2014 - Present
Nursefinders August 2014 - Present
Carolinas Healthcare System October 2010 - March 2014
Health and Home Services November 2009 - November 2010
Vanguard January 2006 - July 2009
Skills
Public Health, Healthcare, Patient Advocacy, Healthcare Management, Patient Education, Medical Terminology, Customer Experience, Service Coordination, Business Process..., Telecommunication..., Account Resolution, Office Administration, Phlebotomy, Business Advise, Patient Safety, Mental Health Care, Pediatrics, BLS, Customer Support, Pediatric..., Electronic Trading, Inpatient, Critical Care, Oncology, Holistic Health, Palliative Care, Vital Signs, Wound Care, Diabetes, ICU, Hospitals, HIPAA, Data Entry, Certified Medical..., Microsoft Office, Call Processing, Mutual Funds, Retirement Planning, Retirement Benefits, Customer Service
Education
Belmont Abbey College 2003 — 2005
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Carolinas College of Health Sciences
Associate's Degree, Registered Nursing/Registered Nurse
Gaston College 2009 — 2010
Certification, Nursing Education
Gaston College 2000 — 2003
Associate of Arts (AA), Psychology
Hunter Huss High School 1992 — 1995
High School
Lash Group November 2014 - Present
Nursefinders August 2014 - Present
Carolinas Healthcare System October 2010 - March 2014
Health and Home Services November 2009 - November 2010
Vanguard January 2006 - July 2009
Skills
Public Health, Healthcare, Patient Advocacy, Healthcare Management, Patient Education, Medical Terminology, Customer Experience, Service Coordination, Business Process..., Telecommunication..., Account Resolution, Office Administration, Phlebotomy, Business Advise, Patient Safety, Mental Health Care, Pediatrics, BLS, Customer Support, Pediatric..., Electronic Trading, Inpatient, Critical Care, Oncology, Holistic Health, Palliative Care, Vital Signs, Wound Care, Diabetes, ICU, Hospitals, HIPAA, Data Entry, Certified Medical..., Microsoft Office, Call Processing, Mutual Funds, Retirement Planning, Retirement Benefits, Customer Service
Education
Belmont Abbey College 2003 — 2005
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
Carolinas College of Health Sciences
Associate's Degree, Registered Nursing/Registered Nurse
Gaston College 2009 — 2010
Certification, Nursing Education
Gaston College 2000 — 2003
Associate of Arts (AA), Psychology
Hunter Huss High School 1992 — 1995
High School
Paul Husting Paul Husting's Vanguard Experience September 2014 - Present
Job Fraud Analyst at Vanguard
Industry Financial Services
Experience
Vanguard September 2014 - Present
Vanguard November 2006 - September 2014
Summit Commercial Finance May 2006 - October 2006
Casino Arizona October 2003 - May 2006
Skills
Customer Service, Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Office, Series 63, Budgets, Series 6, Customer Satisfaction, Sales, Leadership, Team Building, Strategic Planning, Research, Series 7, Management, Analysis, Personal Finance, Strategic Financial..., Financial Markets, Investments, Asset Allocation, Training, Finance, Financial Services, Mutual Funds, Risk Management, Relationship Management, Retirement Planning, Portfolio Management, Financial Risk, Insurance, Securities, Time Management, CRM
Education
Arizona State University, W. P. Carey School of Business 2003 — 2006
B.S, Finance
University of St. Thomas 2002 — 2003
Finance
Vanguard September 2014 - Present
Vanguard November 2006 - September 2014
Summit Commercial Finance May 2006 - October 2006
Casino Arizona October 2003 - May 2006
Skills
Customer Service, Microsoft Excel, PowerPoint, Financial Analysis, Microsoft Office, Series 63, Budgets, Series 6, Customer Satisfaction, Sales, Leadership, Team Building, Strategic Planning, Research, Series 7, Management, Analysis, Personal Finance, Strategic Financial..., Financial Markets, Investments, Asset Allocation, Training, Finance, Financial Services, Mutual Funds, Risk Management, Relationship Management, Retirement Planning, Portfolio Management, Financial Risk, Insurance, Securities, Time Management, CRM
Education
Arizona State University, W. P. Carey School of Business 2003 — 2006
B.S, Finance
University of St. Thomas 2002 — 2003
Finance
James Strunk James Strunk's Vanguard Experience June 2004 - September 2010
Job Store Manager at CARQUEST Auto Parts
Industry Automotive
Experience
Advance Auto Parts July 2015 - Present
CARQUEST Auto Parts September 2013 - Present
Self Employed Indepenent Consultant June 2012 - September 2013
Charles Schwab August 2011 - June 2012
USAA September 2010 - March 2011
Vanguard June 2004 - September 2010
Wal-Mart Stores, Inc 2002 - 2004
CSK Auto 1998 - 2002
Pape Bros. 1992 - 1996
Skills
Mutual Funds, Series 6, Series 63, Portfolio Management, Finance, CRM, Financial Services, Asset Allocation, Management, Strategic Planning, Sales, Leadership, Insurance, Investments, Series 7, Relationship Management, Retirement Planning, Securities, Customer Service, Employee Benefits, Retirement, Defined Benefit, IRAs, Uniform Combined State..., Strategic Financial..., New Business Development, Business Development, Team Building, Team Management, Budgets, Salesforce.com, Microsoft Office, P&L Management, Sales Management, Team Leadership, Customer Satisfaction, Inventory Management, Recruiting, Profit, Coaching, Process Improvement
Education
University of Phoenix 2007 — 2009
Master of Business Administration, Global Management
Arizona State University West 2002 — 2004
Bachelors of Science, Global Business Management
Central Oregon Community College 1996 — 2000
Associate of Arts, Business Administration
Advance Auto Parts July 2015 - Present
CARQUEST Auto Parts September 2013 - Present
Self Employed Indepenent Consultant June 2012 - September 2013
Charles Schwab August 2011 - June 2012
USAA September 2010 - March 2011
Vanguard June 2004 - September 2010
Wal-Mart Stores, Inc 2002 - 2004
CSK Auto 1998 - 2002
Pape Bros. 1992 - 1996
Skills
Mutual Funds, Series 6, Series 63, Portfolio Management, Finance, CRM, Financial Services, Asset Allocation, Management, Strategic Planning, Sales, Leadership, Insurance, Investments, Series 7, Relationship Management, Retirement Planning, Securities, Customer Service, Employee Benefits, Retirement, Defined Benefit, IRAs, Uniform Combined State..., Strategic Financial..., New Business Development, Business Development, Team Building, Team Management, Budgets, Salesforce.com, Microsoft Office, P&L Management, Sales Management, Team Leadership, Customer Satisfaction, Inventory Management, Recruiting, Profit, Coaching, Process Improvement
Education
University of Phoenix 2007 — 2009
Master of Business Administration, Global Management
Arizona State University West 2002 — 2004
Bachelors of Science, Global Business Management
Central Oregon Community College 1996 — 2000
Associate of Arts, Business Administration
Joshua Strempel, CFA, CIMA® Joshua Strempel, CFA, CIMA®'s Vanguard Experience October 2008 - Present
Job Institutional Sales Vanguard Financial Advisor Services
Industry Financial Services
Experience
Vanguard October 2008 - Present
Education
Baylor University 2002 — 2006
Vanguard October 2008 - Present
Education
Baylor University 2002 — 2006
Patrick McCarville Patrick McCarville's Vanguard Experience July 2008 - July 2010
Job Business Analyst at Stryker Sustainability Solutions
Industry Medical Devices
Experience
Stryker November 2013 - Present
Stryker Sustainability Solutions January 2012 - November 2013
Stryker Sustainability Solutions July 2010 - January 2012
Vanguard July 2008 - July 2010
Skills
Sales Operations, Microsoft Office, Customer Service, Recruiting, Sales, Sales Management, Account Management, Sales Process, Cold Calling, Direct Sales, Selling, CRM, Building Relationships, Salesforce.com, Cross-functional Team..., Medical Devices
Education
Arizona State University - W. P. Carey School of Business 2006 — 2008
BS, Business Management
Stryker November 2013 - Present
Stryker Sustainability Solutions January 2012 - November 2013
Stryker Sustainability Solutions July 2010 - January 2012
Vanguard July 2008 - July 2010
Skills
Sales Operations, Microsoft Office, Customer Service, Recruiting, Sales, Sales Management, Account Management, Sales Process, Cold Calling, Direct Sales, Selling, CRM, Building Relationships, Salesforce.com, Cross-functional Team..., Medical Devices
Education
Arizona State University - W. P. Carey School of Business 2006 — 2008
BS, Business Management
Tammie Evans, CFP®'s Vanguard Experience February 2014 - Present
Job
Industry Financial Services
Experience
Vanguard February 2014 - Present
Vanguard September 2012 - January 2014
Vanguard July 2008 - August 2012
The Vanguard Group October 2006 - July 2008
Vanguard Group July 2005 - October 2006
McDonald Investments Inc. December 2003 - July 2005
McDonald Investments Inc. January 2001 - September 2003
Skills
Strategic Financial..., Retirement Planning, Investments, Asset Allocation, Portfolio Management, Financial Planning, Series 63, Insurance, Estate Planning, Mutual Funds, Series 6
Education
Arizona State University, W. P. Carey School of Business 2005 — 2007
MBA
Cleveland State University 1997 — 2000
BBA
Vanguard February 2014 - Present
Vanguard September 2012 - January 2014
Vanguard July 2008 - August 2012
The Vanguard Group October 2006 - July 2008
Vanguard Group July 2005 - October 2006
McDonald Investments Inc. December 2003 - July 2005
McDonald Investments Inc. January 2001 - September 2003
Skills
Strategic Financial..., Retirement Planning, Investments, Asset Allocation, Portfolio Management, Financial Planning, Series 63, Insurance, Estate Planning, Mutual Funds, Series 6
Education
Arizona State University, W. P. Carey School of Business 2005 — 2007
MBA
Cleveland State University 1997 — 2000
BBA
Richard Powers's Vanguard Experience 2004 - 2005
Job Vice President Goldman Sachs Execution & Clearing
Industry Financial Services
Experience
Goldman Sachs June 2007 - Present
Pershing May 2005 - June 2007
Vanguard 2004 - 2005
Skills
Series 7, Prime Brokerage, Hedge Funds, Equities, Alternative Investments, Derivatives, Options, ETFs, FX, Trading, Series 63, Bloomberg, Capital Markets, Electronic Trading, Equity Derivatives, Equity Trading, Financial Markets, Fixed Income, FX Options, Market Data, Middle Office, Securities, Trading Systems
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2008
Master of Business Administration (M.B.A.), Finance
Temple University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Goldman Sachs June 2007 - Present
Pershing May 2005 - June 2007
Vanguard 2004 - 2005
Skills
Series 7, Prime Brokerage, Hedge Funds, Equities, Alternative Investments, Derivatives, Options, ETFs, FX, Trading, Series 63, Bloomberg, Capital Markets, Electronic Trading, Equity Derivatives, Equity Trading, Financial Markets, Fixed Income, FX Options, Market Data, Middle Office, Securities, Trading Systems
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2008
Master of Business Administration (M.B.A.), Finance
Temple University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Steven Keller's Vanguard Experience January 2012 - June 2013
Job Sr. Business Systems Analyst at SunTrust Bank
Industry Information Technology and Services
Experience
IBM/SunTrust Bank February 2014 - Present
TNA Consulting Group April 2001 - Present
Ally Financial Inc. June 2013 - December 2013
Vanguard January 2012 - June 2013
The Newport Group September 2010 - October 2011
Wachovia, A Wells Fargo Company November 2009 - October 2010
Bank of America February 2008 - August 2009
US Bank August 2007 - December 2007
Bank of America July 2006 - May 2007
BB&T June 2005 - July 2006
Skills
Requirements Analysis, Business Analysis, Software Documentation, Business Process, SOA, Business Intelligence, SDLC, Software Development, CRM, Requirements Gathering, Agile Methodologies, Business Process Design, Cross-functional Team..., User Acceptance Testing, Software Project..., Project Management, Vendor Management, Mobile Applications, IT Consulting, Requirements Management, BPMN, Business Process..., Workflow Analysis, Emerging Technologies, Business Process..., Financial Systems Design, Enterprise Application..., Enterprise Architecture, Software Design, Systems Analysis, Strategic Planning, IT Strategy, Compliance, IT Project & Program..., ERP, IT Management, UML, RUP, Mobile Design, Six Sigma, Product Management, Scrum
Education
Baldwin-Wallace College 1981 — 1985
Bachelor of Arts (B.A.), Finance, General
IBM/SunTrust Bank February 2014 - Present
TNA Consulting Group April 2001 - Present
Ally Financial Inc. June 2013 - December 2013
Vanguard January 2012 - June 2013
The Newport Group September 2010 - October 2011
Wachovia, A Wells Fargo Company November 2009 - October 2010
Bank of America February 2008 - August 2009
US Bank August 2007 - December 2007
Bank of America July 2006 - May 2007
BB&T June 2005 - July 2006
Skills
Requirements Analysis, Business Analysis, Software Documentation, Business Process, SOA, Business Intelligence, SDLC, Software Development, CRM, Requirements Gathering, Agile Methodologies, Business Process Design, Cross-functional Team..., User Acceptance Testing, Software Project..., Project Management, Vendor Management, Mobile Applications, IT Consulting, Requirements Management, BPMN, Business Process..., Workflow Analysis, Emerging Technologies, Business Process..., Financial Systems Design, Enterprise Application..., Enterprise Architecture, Software Design, Systems Analysis, Strategic Planning, IT Strategy, Compliance, IT Project & Program..., ERP, IT Management, UML, RUP, Mobile Design, Six Sigma, Product Management, Scrum
Education
Baldwin-Wallace College 1981 — 1985
Bachelor of Arts (B.A.), Finance, General
Dustin Feldman's Vanguard Experience August 2005 - March 2011
Job AVP Strategic Relationship Group at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein April 2011 - Present
Vanguard August 2005 - March 2011
Skills
Financial Modeling, Investments
Education
Babson College 1998 — 2002
AllianceBernstein April 2011 - Present
Vanguard August 2005 - March 2011
Skills
Financial Modeling, Investments
Education
Babson College 1998 — 2002
Carin Pavlinchak's Vanguard Experience January 2005 - August 2006
Job Patient Case Coordinator at AmerisourceBergen
Industry Medical Practice
Experience
AmerisourceBergen July 2013 - Present
Aerotek November 2012 - January 2013
Critter Sitter September 2011 - December 2012
Animal Supply House November 2010 - October 2012
Group Health Cooperative July 2008 - July 2009
Vanguard January 2005 - August 2006
PriceWaterhouseCoopers/Mellon Financial Services/Buck Consultants October 2000 - July 2004
Virginia Mason July 1992 - August 2000
Skills
Customer Service, Healthcare, Interviews, Community Outreach, Strategic Planning, Leadership
Education
Bastyr University
N.D., Naturopathic Medicine
Rutgers, The State University of New Jersey-New Brunswick
B.S., Environmental Planning & Design
AmerisourceBergen July 2013 - Present
Aerotek November 2012 - January 2013
Critter Sitter September 2011 - December 2012
Animal Supply House November 2010 - October 2012
Group Health Cooperative July 2008 - July 2009
Vanguard January 2005 - August 2006
PriceWaterhouseCoopers/Mellon Financial Services/Buck Consultants October 2000 - July 2004
Virginia Mason July 1992 - August 2000
Skills
Customer Service, Healthcare, Interviews, Community Outreach, Strategic Planning, Leadership
Education
Bastyr University
N.D., Naturopathic Medicine
Rutgers, The State University of New Jersey-New Brunswick
B.S., Environmental Planning & Design
David Coan's Vanguard Experience June 1998 - Present
Job Project Leader at Vanguard
Industry Financial Services
Experience
Vanguard June 1998 - Present
Education
Belmont Abbey College 1994 — 1998
Business, Finance, Economics, Marketing
Vanguard June 1998 - Present
Education
Belmont Abbey College 1994 — 1998
Business, Finance, Economics, Marketing
Selwyn Hestick's Vanguard Experience April 2004 - September 2010
Job Associate at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs November 2010 - Present
Vanguard April 2004 - September 2010
Skills
Equities, Fixed Income, Investment Banking, Investments, Leadership, Loans, Microsoft Excel, Microsoft Office, Management, Mutual Funds, Hedge Funds, PowerPoint, Process Improvement, Project Management, Recruiting, Relationship Management, Risk Management, Securities, Series 63, Valuation, Financial Services, Financial Risk, Financial Analysis, Due Diligence, Derivatives, Data Analysis, Customer Service, Capital Markets, Business Analysis, Credit, Corporate Finance, Strategic Planning, Private Equity, Banking, Bloomberg, Analysis, Access, Credit Derivatives, Finance, Middle Office, Options
Education
Baruch College 1999 — 2003
BBA, Finance and Investments
Goldman Sachs November 2010 - Present
Vanguard April 2004 - September 2010
Skills
Equities, Fixed Income, Investment Banking, Investments, Leadership, Loans, Microsoft Excel, Microsoft Office, Management, Mutual Funds, Hedge Funds, PowerPoint, Process Improvement, Project Management, Recruiting, Relationship Management, Risk Management, Securities, Series 63, Valuation, Financial Services, Financial Risk, Financial Analysis, Due Diligence, Derivatives, Data Analysis, Customer Service, Capital Markets, Business Analysis, Credit, Corporate Finance, Strategic Planning, Private Equity, Banking, Bloomberg, Analysis, Access, Credit Derivatives, Finance, Middle Office, Options
Education
Baruch College 1999 — 2003
BBA, Finance and Investments
Maria Miranda, CEBS's Vanguard Experience November 1997 - January 2015
Job Retirement Plan Communication Consultant
Industry Financial Services
Experience
Prudential Financial January 2015 - Present
Vanguard November 1997 - January 2015
Aetna 1992 - 1997
Chapel Haven, Inc. 1991 - 1992
MCM Communications 1990 - 1991
Asea Brown Boveri (ABB) 1983 - 1990
Skills
Corporate Communications, Leadership, Management, Mutual Funds, Marketing, Public Relations, Marketing Communications, Securities, Strategic Planning, Relationship Management, CRM, Financial Services, Investments, Strategy, Business Development
Education
Baruch College
Nonprofit Management Certificate
Pace University 1980 — 1985
B.P.S.
Prudential Financial January 2015 - Present
Vanguard November 1997 - January 2015
Aetna 1992 - 1997
Chapel Haven, Inc. 1991 - 1992
MCM Communications 1990 - 1991
Asea Brown Boveri (ABB) 1983 - 1990
Skills
Corporate Communications, Leadership, Management, Mutual Funds, Marketing, Public Relations, Marketing Communications, Securities, Strategic Planning, Relationship Management, CRM, Financial Services, Investments, Strategy, Business Development
Education
Baruch College
Nonprofit Management Certificate
Pace University 1980 — 1985
B.P.S.
Paul Donnelson's Vanguard Experience March 2011 - December 2012
Job Benefit Analyst at One America McCready and Keene, Inc
Industry Financial Services
Experience
One America - McCready and Keene, Inc February 2013 - Present
Vanguard March 2011 - December 2012
Fidelity Investments December 2007 - September 2010
McCready and Keene, Inc July 2001 - December 2007
Skills
Employee Benefits, Defined Benefit, Actuarial Science, Analysis, Testing, 401k, ERISA, Insurance, Pension Administration, Pensions, Retirement, Defined Contribution, Profit Sharing, Retirement Planning
Education
Ball State University 1971 — 1974
BS, Math and Computer Science
One America - McCready and Keene, Inc February 2013 - Present
Vanguard March 2011 - December 2012
Fidelity Investments December 2007 - September 2010
McCready and Keene, Inc July 2001 - December 2007
Skills
Employee Benefits, Defined Benefit, Actuarial Science, Analysis, Testing, 401k, ERISA, Insurance, Pension Administration, Pensions, Retirement, Defined Contribution, Profit Sharing, Retirement Planning
Education
Ball State University 1971 — 1974
BS, Math and Computer Science
Gregory Adams, CFP®'s Vanguard Experience August 2013 - Present
Job Senior Financial Advisor at The Vanguard Group
Industry Financial Services
Experience
Vanguard August 2013 - Present
Vanguard April 2011 - August 2013
UBS Wealth Management November 2008 - April 2011
TIAA-CREF March 2006 - November 2008
TIAA-CREF June 2005 - March 2006
The Vanguard Group June 1998 - August 2005
Skills
Wealth Management, Strategic Financial..., Investments, Asset Allocation, Series 7, Estate Planning, Fixed Annuities, Finance, Insurance, Mutual Funds
Education
Queens University of Charlotte 2001 — 2003
CFP®, Certified Financial Planner Program
Belmont Abbey College 1994 — 1998
BA, Business
Vanguard August 2013 - Present
Vanguard April 2011 - August 2013
UBS Wealth Management November 2008 - April 2011
TIAA-CREF March 2006 - November 2008
TIAA-CREF June 2005 - March 2006
The Vanguard Group June 1998 - August 2005
Skills
Wealth Management, Strategic Financial..., Investments, Asset Allocation, Series 7, Estate Planning, Fixed Annuities, Finance, Insurance, Mutual Funds
Education
Queens University of Charlotte 2001 — 2003
CFP®, Certified Financial Planner Program
Belmont Abbey College 1994 — 1998
BA, Business
Allison Stairs's Vanguard Experience January 2004 - January 2006
Job Senior Technical Writer/Business Analyst at Independence Blue Cross
Industry Information Technology and Services
Experience
Independence Blue Cross December 2014 - December 2014
Pershing April 2012 - April 2013
VWR International July 2008 - December 2008
The Vanguard Group January 2006 - August 2007
Vanguard January 2004 - January 2006
The Vanguard Group June 2001 - December 2004
Skills
Vendor Management, Management, Unix, Interviews, Software Documentation, SDLC, Technical Recruiting, Security
Education
Art Institute of Pittsburgh 2007 — 2008
Web & Graphic Design
Penn State University 1991 — 1993
Psychology
Gettysburg College 1990 — 1991
Psychology
Independence Blue Cross December 2014 - December 2014
Pershing April 2012 - April 2013
VWR International July 2008 - December 2008
The Vanguard Group January 2006 - August 2007
Vanguard January 2004 - January 2006
The Vanguard Group June 2001 - December 2004
Skills
Vendor Management, Management, Unix, Interviews, Software Documentation, SDLC, Technical Recruiting, Security
Education
Art Institute of Pittsburgh 2007 — 2008
Web & Graphic Design
Penn State University 1991 — 1993
Psychology
Gettysburg College 1990 — 1991
Psychology
Laurie Clemmer's Vanguard Experience April 2014 - Present
Job Professional Copy Editor | Proofreader
Industry Writing and Editing
Experience
Evoke Health August 2015 - Present
Get-Stet Editorial August 2008 - Present
Vanguard April 2014 - Present
ConsumerSearch.com A division of Ask.com March 2012 - July 2014
SheKnows.com April 2013 - June 2014
Demand Media April 2013 - June 2014
Vanguard September 2005 - April 2014
Baldwin Publishing March 2013 - March 2013
Vanguard February 2004 - September 2005
Skills
Copy Editing, Editorial, Proofreading, Newsletters, Editing, Non-fiction, Freelance Writing, AP Style, Content Strategy, Publications, Copywriting, Content Development, Publishing, Blogging, Web Content
Education
Miami University
B.S., Mass Communication/Media Management
Temple University
M.Ed., Sports Administration/Management
University of California, San Diego 2012 — 2014
Copyediting Certificate, A+ in final course project (heavy edit of article for journal submission)
Poynter News University
Poynter ACES Certificate in Editing
Ashworth College 2013 — 2015
Medical Terminology Certificate
Central Bucks West High School
Doylestown, PA
Evoke Health August 2015 - Present
Get-Stet Editorial August 2008 - Present
Vanguard April 2014 - Present
ConsumerSearch.com A division of Ask.com March 2012 - July 2014
SheKnows.com April 2013 - June 2014
Demand Media April 2013 - June 2014
Vanguard September 2005 - April 2014
Baldwin Publishing March 2013 - March 2013
Vanguard February 2004 - September 2005
Skills
Copy Editing, Editorial, Proofreading, Newsletters, Editing, Non-fiction, Freelance Writing, AP Style, Content Strategy, Publications, Copywriting, Content Development, Publishing, Blogging, Web Content
Education
Miami University
B.S., Mass Communication/Media Management
Temple University
M.Ed., Sports Administration/Management
University of California, San Diego 2012 — 2014
Copyediting Certificate, A+ in final course project (heavy edit of article for journal submission)
Poynter News University
Poynter ACES Certificate in Editing
Ashworth College 2013 — 2015
Medical Terminology Certificate
Central Bucks West High School
Doylestown, PA
Jason Bayer's Vanguard Experience August 2004 - January 2008
Job Goodyear Police Department
Industry Law Enforcement
Experience
City of Goodyear December 2012 - Present
City of Scottsdale March 2010 - December 2012
Town of Buckeye, AZ January 2008 - March 2010
Vanguard August 2004 - January 2008
Envirosafe Solutions Inc. February 2001 - August 2004
Education
Arizona State University West 2002 — 2006
BS, Global Business and Marketing
Deer Valley
City of Goodyear December 2012 - Present
City of Scottsdale March 2010 - December 2012
Town of Buckeye, AZ January 2008 - March 2010
Vanguard August 2004 - January 2008
Envirosafe Solutions Inc. February 2001 - August 2004
Education
Arizona State University West 2002 — 2006
BS, Global Business and Marketing
Deer Valley
Katrina Benjamin's Vanguard Experience April 2007 - August 2013
Job Department Leader
Industry Financial Services
Experience
Edward Jones January 2015 - Present
Edward Jones August 2013 - December 2014
Vanguard April 2007 - August 2013
Vanguard June 2004 - April 2007
Skills
Recruiting, Series 63, Series 7, Interviews, Relationship Management, Leadership, Team Leadership, Team Management, Engagement Management, Employee Engagement, Staff Supervision, Process Improvement, Process Management, Process Control, Management, Leadership Development, Change Management, Performance Management, Performance Appraisal, Interviewing Skills, Competency Based..., Interview Preparation, Project Management, Financial Services, Employee Training, Quality Auditing, Diversity & Inclusion, Client Relations Skills, Job Fairs
Education
Grand Canyon University 2010 — 2011
Master of Business Administration (M.B.A.)
Arizona State University West 2001 — 2004
Global Business - Financial Management
Edward Jones January 2015 - Present
Edward Jones August 2013 - December 2014
Vanguard April 2007 - August 2013
Vanguard June 2004 - April 2007
Skills
Recruiting, Series 63, Series 7, Interviews, Relationship Management, Leadership, Team Leadership, Team Management, Engagement Management, Employee Engagement, Staff Supervision, Process Improvement, Process Management, Process Control, Management, Leadership Development, Change Management, Performance Management, Performance Appraisal, Interviewing Skills, Competency Based..., Interview Preparation, Project Management, Financial Services, Employee Training, Quality Auditing, Diversity & Inclusion, Client Relations Skills, Job Fairs
Education
Grand Canyon University 2010 — 2011
Master of Business Administration (M.B.A.)
Arizona State University West 2001 — 2004
Global Business - Financial Management
Todd Truitt's Vanguard Experience September 2013 - Present
Job Client Manager at Vanguard
Industry Financial Services
Experience
Vanguard September 2013 - Present
The Vanguard Group January 2009 - September 2013
Skills
Mutual Funds, Investments, Series 7, Series 63, Financial Services, Retirement Planning, Equities, Portfolio Management, Financial Analysis, Wealth Management, Retirement, Asset Allocation, Fixed Income, Strategic Financial..., Securities, Asset Management, Relationship Management, Bloomberg, Risk Management, Series 24
Education
Ball State University - College of Business 2005 — 2006
Master of Business Administration (M.B.A.)
Ball State University 2000 — 2005
Bachelor's degree, Accounting and Marketing
Vanguard September 2013 - Present
The Vanguard Group January 2009 - September 2013
Skills
Mutual Funds, Investments, Series 7, Series 63, Financial Services, Retirement Planning, Equities, Portfolio Management, Financial Analysis, Wealth Management, Retirement, Asset Allocation, Fixed Income, Strategic Financial..., Securities, Asset Management, Relationship Management, Bloomberg, Risk Management, Series 24
Education
Ball State University - College of Business 2005 — 2006
Master of Business Administration (M.B.A.)
Ball State University 2000 — 2005
Bachelor's degree, Accounting and Marketing
Jan Hilderbrandt's Vanguard Experience January 1997 - August 2011
Job Collections Support at Iron Mountain
Industry Financial Services
Experience
Iron Mountain March 2013 - Present
Jan Hilderbrandt Art 2000 - Present
Redner's Warehouse Markets October 2011 - December 2014
Vanguard January 1997 - August 2011
Payless Shoesource Finance, Inc January 1994 - January 2003
Frazer PA February 1997 - August 1997
Providian January 1997 - August 1997
Valley Forge Exhibits January 1996 - January 1997
Skills
Customer Service, Art, Photoshop, Social Media, Editing, Microsoft Office, PowerPoint, Microsoft Word, Painting, Writing, HTML, Retail, Adobe Acrobat, Creative Problem Solving, Client Issue Resolution, Sales Management, Team Management, Product Marketing, Gerber Vinyl printing, Oracle Applications, Adobe Illustrator, House Painting, Mural Arts, Strategic Planning, Management, Illustrator
Education
Art Institute of Pittsburgh 2011 — 2011
BS, Media Arts and Computer Animation
Pennsylvania State University 1983 — 1987
BA, Art: Drawing and Painting
Iron Mountain March 2013 - Present
Jan Hilderbrandt Art 2000 - Present
Redner's Warehouse Markets October 2011 - December 2014
Vanguard January 1997 - August 2011
Payless Shoesource Finance, Inc January 1994 - January 2003
Frazer PA February 1997 - August 1997
Providian January 1997 - August 1997
Valley Forge Exhibits January 1996 - January 1997
Skills
Customer Service, Art, Photoshop, Social Media, Editing, Microsoft Office, PowerPoint, Microsoft Word, Painting, Writing, HTML, Retail, Adobe Acrobat, Creative Problem Solving, Client Issue Resolution, Sales Management, Team Management, Product Marketing, Gerber Vinyl printing, Oracle Applications, Adobe Illustrator, House Painting, Mural Arts, Strategic Planning, Management, Illustrator
Education
Art Institute of Pittsburgh 2011 — 2011
BS, Media Arts and Computer Animation
Pennsylvania State University 1983 — 1987
BA, Art: Drawing and Painting
Christopher J. Richard, CFP®'s Vanguard Experience July 2012 - Present
Job Sr. Financial Advisor at Vanguard
Industry Financial Services
Experience
Vanguard July 2012 - Present
Vanguard June 2010 - July 2012
Vanguard November 2008 - June 2010
Vanguard August 2007 - November 2008
Desert Schools Federal Credit Union September 2006 - July 2007
US Army August 1999 - August 2001
Skills
Series 7, Series 63, ETFs, Series 6, Mutual Funds, Credit, Certified Financial..., Financial Services, Investments, Strategic Financial..., Retirement Planning, Asset Allocation, Finance, Banking
Education
Arizona State University West 2004 — 2006
Bachelor of Science (B.S.), Global Business with a Concentration in Finance and Marketing
Glendale Community College 2001 — 2004
Vanguard July 2012 - Present
Vanguard June 2010 - July 2012
Vanguard November 2008 - June 2010
Vanguard August 2007 - November 2008
Desert Schools Federal Credit Union September 2006 - July 2007
US Army August 1999 - August 2001
Skills
Series 7, Series 63, ETFs, Series 6, Mutual Funds, Credit, Certified Financial..., Financial Services, Investments, Strategic Financial..., Retirement Planning, Asset Allocation, Finance, Banking
Education
Arizona State University West 2004 — 2006
Bachelor of Science (B.S.), Global Business with a Concentration in Finance and Marketing
Glendale Community College 2001 — 2004
Paul Terrigno's Vanguard Experience 2007 - 2009
Job Capital Markets Analyst
Industry Financial Services
Experience
Wells Fargo Securities January 2014 - Present
Wells Fargo May 2012 - 2013
Merrill Lynch February 2010 - March 2012
Vanguard 2007 - 2009
Thomson Reuters 2006 - 2007
Skills
Series 7, Alternative Investments, Series 63, Fixed Income, Equities, Portfolio Management, Wealth Management, Derivatives, Mutual Funds, Bloomberg, Investments, Capital Markets, Hedge Funds, Financial Modeling, Structured Products, Investment Banking, Trading Systems, Asset Allocation, Securities, Asset Managment, Series 65, Series 6
Education
Arizona State University, W. P. Carey School of Business 2001 — 2006
Bachelor of Science (BS), Accounting
Pierson High Scool 1997 — 2001
Wells Fargo Securities January 2014 - Present
Wells Fargo May 2012 - 2013
Merrill Lynch February 2010 - March 2012
Vanguard 2007 - 2009
Thomson Reuters 2006 - 2007
Skills
Series 7, Alternative Investments, Series 63, Fixed Income, Equities, Portfolio Management, Wealth Management, Derivatives, Mutual Funds, Bloomberg, Investments, Capital Markets, Hedge Funds, Financial Modeling, Structured Products, Investment Banking, Trading Systems, Asset Allocation, Securities, Asset Managment, Series 65, Series 6
Education
Arizona State University, W. P. Carey School of Business 2001 — 2006
Bachelor of Science (BS), Accounting
Pierson High Scool 1997 — 2001
Travis Wilburn's Vanguard Experience October 2012 - Present
Job Instructional Designer at Vanguard
Industry Financial Services
Experience
Vanguard October 2012 - Present
Vanguard May 2011 - October 2012
Vanguard June 2007 - May 2011
Skills
Adobe Creative Suite, InDesign, Illustrator, Dreamweaver, Graphic Design, Typography, Photoshop, Adobe Acrobat, PowerPoint, Layout, Mac, HTML, Word, Flash, Instructional Design, Captivate, Adobe Presenter, Interaction Design, Microsoft Word
Education
Art Institute of Phoenix 2010 — 2014
Graphic Design
Haslam College of Business at the University of Tennessee 1998 — 2002
Language and World Business, International Business
Universidad de Alcalá 2001 — 2001
Business
Vanguard October 2012 - Present
Vanguard May 2011 - October 2012
Vanguard June 2007 - May 2011
Skills
Adobe Creative Suite, InDesign, Illustrator, Dreamweaver, Graphic Design, Typography, Photoshop, Adobe Acrobat, PowerPoint, Layout, Mac, HTML, Word, Flash, Instructional Design, Captivate, Adobe Presenter, Interaction Design, Microsoft Word
Education
Art Institute of Phoenix 2010 — 2014
Graphic Design
Haslam College of Business at the University of Tennessee 1998 — 2002
Language and World Business, International Business
Universidad de Alcalá 2001 — 2001
Business
Duane Martin's Vanguard Experience 2000 - Present
Job Systems Engineer at Vanguard
Industry Financial Services
Experience
Vanguard 2000 - Present
Educational Testing Service (ETS) 1998 - 2000
Merck December 1998 - August 1999
Bellcore 1985 - 1998
Telcordia Technologies 1984 - 1997
Skills
DB2, Unix, SDLC, Oracle, SQL, Enterprise Architecture, Integration, Unix Shell Scripting, SharePoint, Agile Methodologies, Requirements Analysis, Disaster Recovery, XML, Spring, PL/SQL, Security Risk Management, Information Technology..., Project Management
Education
Bellevue University 2013 — 2015
Master of Science (MS), Management Information Systems, Security Management
Kean University 1984 — 1988
Bachelor of Science (BS), Management Science
Orange High
Vanguard 2000 - Present
Educational Testing Service (ETS) 1998 - 2000
Merck December 1998 - August 1999
Bellcore 1985 - 1998
Telcordia Technologies 1984 - 1997
Skills
DB2, Unix, SDLC, Oracle, SQL, Enterprise Architecture, Integration, Unix Shell Scripting, SharePoint, Agile Methodologies, Requirements Analysis, Disaster Recovery, XML, Spring, PL/SQL, Security Risk Management, Information Technology..., Project Management
Education
Bellevue University 2013 — 2015
Master of Science (MS), Management Information Systems, Security Management
Kean University 1984 — 1988
Bachelor of Science (BS), Management Science
Orange High
Monnappa K's Vanguard Experience April 2011 - Present
Job
Industry Financial Services
Experience
Vanguard April 2011 - Present
Skills
Java, JSF, Software Project..., Agile Project Management, Web 2.0, J2EE, Software Product..., Agile, Scrum, Business Analysis, Product Management, Client/server, Program Management, SDLC, Waterfall, Business Process..., Agile Methodologies, Requirements Analysis, Software Development, Requirements Gathering, PMP, Enterprise Architecture
Education
Drexel University 2008 — 2010
MBA
Penn State University 2002 — 2004
MS
Drexel University 1998 — 2000
MS
Bangalore University 1993 — 1997
BE
Vanguard April 2011 - Present
Skills
Java, JSF, Software Project..., Agile Project Management, Web 2.0, J2EE, Software Product..., Agile, Scrum, Business Analysis, Product Management, Client/server, Program Management, SDLC, Waterfall, Business Process..., Agile Methodologies, Requirements Analysis, Software Development, Requirements Gathering, PMP, Enterprise Architecture
Education
Drexel University 2008 — 2010
MBA
Penn State University 2002 — 2004
MS
Drexel University 1998 — 2000
MS
Bangalore University 1993 — 1997
BE
James Chiponis's Vanguard Experience January 2000 - Present
Job Designer Client Experience Group at Vanguard
Industry Financial Services
Experience
Vanguard January 2000 - Present
Cometto Direct Marketing February 1990 - May 1998
CHIP Design June 1978 - June 1997
Unisys Corporation January 1984 - November 1992
Skills
Visual Communication, Interaction Design, Graphic Design, Graphics, Illustration, Art, Layout, User Interface Design, Brochures, Art Direction, Information Architecture
Education
Art Institute of Philadelphia 1975 — 1978
Associates, Visual Communications
Vanguard January 2000 - Present
Cometto Direct Marketing February 1990 - May 1998
CHIP Design June 1978 - June 1997
Unisys Corporation January 1984 - November 1992
Skills
Visual Communication, Interaction Design, Graphic Design, Graphics, Illustration, Art, Layout, User Interface Design, Brochures, Art Direction, Information Architecture
Education
Art Institute of Philadelphia 1975 — 1978
Associates, Visual Communications
Sheila Crutcher's Vanguard Experience July 2013 - September 2013
Job Analyst
Industry Information Technology and Services
Experience
Belk November 2013 - Present
Vanguard July 2013 - September 2013
BAE Systems Information Technology December 2008 - June 2011
BAE Systems Information Technology June 2004 - December 2008
BAE Systems Information Technology May 2002 - June 2004
BAE Systems Information Technology May 2001 - May 2002
MEVATEC aka BAE Systems Information Technology June 1997 - May 2001
Skills
Windows, Networking, Troubleshooting, Corporate Security, Team Leadership, Project Management, Information Assurance, Information Security..., Systems Engineering, Microsoft Office, Systems Analysis, Banking, Computer Security, PowerPoint, Financial Analysis, Training, Contract and Procurement, Planning Execution and..., Schedule Cost and..., Statistics, Access, Retail Sales, DIACAP, NIST 800-53, DITSCAP, Security Clearance, NISPOM, Software Documentation, Analysis, Program Management, Leadership
Education
Colorado Technical University 2008 — 2010
Master, Information Systems Security, 3.74
Defense Acquisition University 2007 — 2008
General Defense Acquisition Study
Athens State University 1998 — 2000
Bachelor of Business Administration (BBA), Business Administration and Management, General
Faulkner University 1994 — 1999
Bachelor of Business Administration (B.B.A.)
East High School 1976 — 1980
General Studies
Belk November 2013 - Present
Vanguard July 2013 - September 2013
BAE Systems Information Technology December 2008 - June 2011
BAE Systems Information Technology June 2004 - December 2008
BAE Systems Information Technology May 2002 - June 2004
BAE Systems Information Technology May 2001 - May 2002
MEVATEC aka BAE Systems Information Technology June 1997 - May 2001
Skills
Windows, Networking, Troubleshooting, Corporate Security, Team Leadership, Project Management, Information Assurance, Information Security..., Systems Engineering, Microsoft Office, Systems Analysis, Banking, Computer Security, PowerPoint, Financial Analysis, Training, Contract and Procurement, Planning Execution and..., Schedule Cost and..., Statistics, Access, Retail Sales, DIACAP, NIST 800-53, DITSCAP, Security Clearance, NISPOM, Software Documentation, Analysis, Program Management, Leadership
Education
Colorado Technical University 2008 — 2010
Master, Information Systems Security, 3.74
Defense Acquisition University 2007 — 2008
General Defense Acquisition Study
Athens State University 1998 — 2000
Bachelor of Business Administration (BBA), Business Administration and Management, General
Faulkner University 1994 — 1999
Bachelor of Business Administration (B.B.A.)
East High School 1976 — 1980
General Studies
Rashida Scott's Vanguard Experience June 2013 - Present
Job Retirement Plan Service Representative at Vanguard
Industry Retail
Experience
Vanguard June 2013 - Present
The Home Depot August 2010 - January 2012
Accounting Career Advancement Program 2009 - 2010
Skills
Sales Enablement, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Series 6, Series 63
Education
Arizona State University, W. P. Carey School of Business 2008 — 2012
Bachelor of Arts (BA), Business Sustainability
Vanguard June 2013 - Present
The Home Depot August 2010 - January 2012
Accounting Career Advancement Program 2009 - 2010
Skills
Sales Enablement, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Series 6, Series 63
Education
Arizona State University, W. P. Carey School of Business 2008 — 2012
Bachelor of Arts (BA), Business Sustainability
Jenni Goodrich's Vanguard Experience February 2014 - Present
Job Supervisor Retail Client Account Services
Industry Financial Services
Experience
Vanguard February 2014 - Present
Vanguard November 2013 - February 2014
Vanguard December 2012 - November 2013
Vanguard June 2012 - December 2012
Ashland University August 2008 - June 2012
CVS Caremark Corporation June 2010 - August 2011
Skills
Investments, Microsoft Office, Strategic Financial..., CRM, Customer Service, Financial Analysis, Mutual Funds, Microsoft Excel, PowerPoint, Research, Microsoft Word
Education
Ashland University 2008 — 2012
Bachelor of Science (B.S.), Major: Finance, Minor: Marketing, 3.57
Vanguard February 2014 - Present
Vanguard November 2013 - February 2014
Vanguard December 2012 - November 2013
Vanguard June 2012 - December 2012
Ashland University August 2008 - June 2012
CVS Caremark Corporation June 2010 - August 2011
Skills
Investments, Microsoft Office, Strategic Financial..., CRM, Customer Service, Financial Analysis, Mutual Funds, Microsoft Excel, PowerPoint, Research, Microsoft Word
Education
Ashland University 2008 — 2012
Bachelor of Science (B.S.), Major: Finance, Minor: Marketing, 3.57
Ana Espinal, MBA, QKA's Vanguard Experience February 1998 - Present
Job Institutional Ret Products & Svces Client Administration Manager at Vanguard
Industry Financial Services
Experience
Vanguard February 1998 - Present
Vanguard December 2005 - March 2010
Vanguard January 1998 - December 2005
American Express March 1997 - March 1998
Merrill Lynch February 1996 - February 1997
Skills
Series 63, Mutual Funds, Series 7, 401k, Investments, Financial Services, Strategic Financial..., Defined Benefit, Securities, Retirement, Finance, Relationship Management, FINRA, Microsoft Excel, Asset Allocation, Insurance, Financial Analysis, Series 6, IRAs, Retirement Planning, Performance Management, Personal Development, Strategic Negotiations, Contractual Agreements, Leadership, Asset Management, Pensions, Defined Contribution, Portfolio Management, Wealth Management, Employee Benefits
Education
Arizona State University College of Law 2010 — 2014
Master of Laws (LLM), Law
Southwest Gardener Arts 2011 — 2011
Hobby
University of Phoenix 2005 — 2007
MBA, Business Administration
Siena College 1994 — 1997
Bachelors of Science, Finance
Vanguard February 1998 - Present
Vanguard December 2005 - March 2010
Vanguard January 1998 - December 2005
American Express March 1997 - March 1998
Merrill Lynch February 1996 - February 1997
Skills
Series 63, Mutual Funds, Series 7, 401k, Investments, Financial Services, Strategic Financial..., Defined Benefit, Securities, Retirement, Finance, Relationship Management, FINRA, Microsoft Excel, Asset Allocation, Insurance, Financial Analysis, Series 6, IRAs, Retirement Planning, Performance Management, Personal Development, Strategic Negotiations, Contractual Agreements, Leadership, Asset Management, Pensions, Defined Contribution, Portfolio Management, Wealth Management, Employee Benefits
Education
Arizona State University College of Law 2010 — 2014
Master of Laws (LLM), Law
Southwest Gardener Arts 2011 — 2011
Hobby
University of Phoenix 2005 — 2007
MBA, Business Administration
Siena College 1994 — 1997
Bachelors of Science, Finance
Heather Summers's Vanguard Experience April 2014 - Present
Job
Industry Financial Services
Experience
Vanguard April 2014 - Present
Vanguard April 2013 - Present
Education
University of Colorado Colorado Springs 1990 — 1994
Psychology
Armstrong Atlantic State University 1988 — 1992
Vanguard April 2014 - Present
Vanguard April 2013 - Present
Education
University of Colorado Colorado Springs 1990 — 1994
Psychology
Armstrong Atlantic State University 1988 — 1992
Jonathan Heye's Vanguard Experience December 2013 - January 2015
Job Retirement Plan Administrator (CRA) at Vanguard
Industry Financial Services
Experience
Vanguard December 2013 - January 2015
Vanguard August 2011 - December 2013
Vanguard May 2010 - August 2011
CheckFree Investment Services September 2007 - September 2009
Skills
Consulting, Investments, New Business Development, Asset Allocation, Retirement Planning, Administration, Training & Development, Equities, Relationship Management, Coaching, Microsoft Office, Securities, Retirement plan..., Time Management, Retirement, Qualified Retirement..., Defined contribution..., Mutual Funds, Series 7, Series 63, Problem Solving, Customer Service, Financial Services
Education
Austin Community College
Scottsdale Community College
Vanguard December 2013 - January 2015
Vanguard August 2011 - December 2013
Vanguard May 2010 - August 2011
CheckFree Investment Services September 2007 - September 2009
Skills
Consulting, Investments, New Business Development, Asset Allocation, Retirement Planning, Administration, Training & Development, Equities, Relationship Management, Coaching, Microsoft Office, Securities, Retirement plan..., Time Management, Retirement, Qualified Retirement..., Defined contribution..., Mutual Funds, Series 7, Series 63, Problem Solving, Customer Service, Financial Services
Education
Austin Community College
Scottsdale Community College
Bradley Buckingham's Vanguard Experience June 2013 - Present
Job Relationship Administrator at Vanguard
Industry Financial Services
Experience
Vanguard June 2013 - Present
Great Lakes Retirement, Inc. February 2009 - June 2013
Edward Jones May 2008 - December 2008
Education
University of South Carolina-Columbia 2014 — 2016
Ashland University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Vanguard June 2013 - Present
Great Lakes Retirement, Inc. February 2009 - June 2013
Edward Jones May 2008 - December 2008
Education
University of South Carolina-Columbia 2014 — 2016
Ashland University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Franklin Templeton Investments
Morningstar
Legg Mason
The Vanguard Group
Bridgewater Associates
AIMCO
Janus Capital Group
Nuveen Investments